IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Haleon PLC (HLN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mondrian Investment Partners LTD
NEW
Shares17,637,434
Change+17,637,434
Value$158.7M
Filed 2026-10-23
Douglas Lane & Associates, LLC
DECREASED
Shares6,546,637 from 6,692,390
Change-145,753 (-2%)
Value$58.9M (-$3.5M)
Filed 2026-10-09
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares4,701,182 from 4,481,615
Change+219,567 (+5%)
Value$42.4M (+$566.3K)
Filed 2026-10-29
Principal Financial Group Inc
INCREASED
Shares4,041,892 from 2,124,667
Change+1,917,225 (+90%)
Value$36.4M (+$16.6M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares3,337,378 from 3,272,543
Change+64,835 (+2%)
Value$30.0M (-$496.4K)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares2,175,624 from 2,036,156
Change+139,468 (+7%)
Value$19.6M (+$583.3K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares1,631,966 from 1,507,538
Change+124,428 (+8%)
Value$14.7M (+$622.4K)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares1,202,677 from 1,108,033
Change+94,644 (+9%)
Value$10.8M (+$486.2K)
Filed 2026-11-06
Hantz Financial Services, Inc.
INCREASED
Shares873,211 from 852,184
Change+21,027 (+2%)
Value$7.9M (-$92.0K)
Filed 2026-11-09
Savant Capital, LLC
INCREASED
Shares724,667 from 391,297
Change+333,370 (+85%)
Value$6.5M (+$2.8M)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares694,735 from 650,820
Change+43,915 (+7%)
Value$6.3M (+$180.5K)
Filed 2026-11-05
Crossmark Global Holdings, Inc.
DECREASED
Shares690,320 from 749,194
Change-58,874 (-8%)
Value$6.2M (-$777.1K)
Filed 2026-10-21
JTC Employer Solutions Trustee Ltd
DECREASED
Shares678,378 from 1,050,907
Change-372,529 (-35%)
Value$6.1M (-$3.7M)
Filed 2026-11-09
Welch & Forbes LLC
UNCHANGED
Shares643,501 from 643,501
Change0 (0%)
Value$5.8M (-$212.4K)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
INCREASED
Shares634,446 from 512,009
Change+122,437 (+24%)
Value$5.7M (+$933.0K)
Filed 2026-10-27
Bank of Montreal
DECREASED
Shares620,187 from 908,864
Change-288,677 (-32%)
Value$5.6M (-$2.9M)
Filed 2026-11-09
ABC Arbitrage SA
DECREASED
Shares599,904 from 1,109,295
Change-509,391 (-46%)
Value$5.4M (-$5.0M)
Filed 2026-10-23
Creative Planning
INCREASED
Shares597,883 from 567,208
Change+30,675 (+5%)
Value$5.4M (+$88.9K)
Filed 2026-11-02
Dimensional Fund Advisors LP
INCREASED
Shares487,947 from 463,150
Change+24,797 (+5%)
Value$4.4M (+$70.3K)
Filed 2026-11-04
Third View Private Wealth, LLC
INCREASED
Shares431,501 from 412,429
Change+19,072 (+5%)
Value$3.9M (+$35.6K)
Filed 2026-10-30
Cidel Asset Management Inc
DECREASED
Shares413,753 from 423,205
Change-9,452 (-2%)
Value$3.7M (-$224.7K)
Filed 2026-10-29
Trillium Asset Management, LLC
INCREASED
Shares353,378 from 245,427
Change+107,951 (+44%)
Value$3.2M (+$890.6K)
Filed 2026-11-09
Fisher Asset Management, LLC
INCREASED
Shares337,691 from 329,891
Change+7,800 (+2%)
Value$3.0M (-$38.7K)
Filed 2026-11-06
GAM Holding AG
DECREASED
Shares319,554 from 330,494
Change-10,940 (-3%)
Value$2.9M (-$207.5K)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares288,355 from 504,080
Change-215,725 (-43%)
Value$2.6M (-$2.1M)
Filed 2026-10-30
Founders Financial Securities LLC
INCREASED
Shares281,649 from 275,444
Change+6,205 (+2%)
Value$2.5M (-$35.1K)
Filed 2026-10-28
Barclays PLC
DECREASED
Shares271,664 from 412,788
Change-141,124 (-34%)
Value$2.4M (-$1.4M)
Filed 2026-11-06
Eagle Global Advisors LLC
DECREASED
Shares268,250 from 268,302
Change-52 (0%)
Value$2.4M (-$89.0K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares246,859 from 235,375
Change+11,484 (+5%)
Value$2.2M (+$25.7K)
Filed 2026-11-06
Davenport & Co LLC
DECREASED
Shares239,049 from 244,030
Change-4,981 (-2%)
Value$2.2M (-$125.4K)
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares206,030 from 217,576
Change-11,546 (-5%)
Value$1.9M (-$175.7K)
Filed 2026-11-05
Atria Investments, Inc
INCREASED
Shares199,224 from 178,931
Change+20,293 (+11%)
Value$1.8M (+$123.6K)
Filed 2026-10-15
Keybank National Association
DECREASED
Shares197,230 from 214,267
Change-17,037 (-8%)
Value$1.8M (-$224.0K)
Filed 2026-11-04
Factory Mutual Insurance Co
UNCHANGED
Shares196,537 from 196,537
Change0 (0%)
Value$1.8M (-$64.9K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares188,137 from 195,825
Change-7,688 (-4%)
Value$1.7M (-$133.8K)
Filed 2026-11-02
Choreo, LLC
DECREASED
Shares183,476 from 184,502
Change-1,026 (-1%)
Value$1.7M (-$70.1K)
Filed 2026-10-28
B. Metzler seel. Sohn & Co. AG
NEW
Shares148,693
Change+148,693
Value$1.3M
Filed 2026-10-30
Archford Capital Strategies, LLC
INCREASED
Shares117,461 from 98,570
Change+18,891 (+19%)
Value$1.1M (+$137.5K)
Filed 2026-10-19
Ethic Inc.
INCREASED
Shares111,428 from 109,770
Change+1,658 (+2%)
Value$1.0M (-$21.3K)
Filed 2026-11-03
Natural Investments, LLC
INCREASED
Shares109,951 from 89,579
Change+20,372 (+23%)
Value$989.6K (+$154.6K)
Filed 2026-11-06
Evergreen Capital Management LLC
DECREASED
Shares108,421 from 119,876
Change-11,455 (-10%)
Value$975.8K (-$142.7K)
Filed 2026-10-23
Merit Financial Group, LLC
INCREASED
Shares107,845 from 101,892
Change+5,953 (+6%)
Value$970.6K (+$19.9K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares105,527 from 78,921
Change+26,606 (+34%)
Value$950.0K (+$214.0K)
Filed 2026-11-02
Regions Financial Corp
DECREASED
Shares104,986 from 105,546
Change-560 (-1%)
Value$944.9K (-$39.9K)
Filed 2026-11-05
Park Avenue Securities LLC
DECREASED
Shares104,358 from 111,923
Change-7,565 (-7%)
Value$939.0K (-$105.0K)
Filed 2026-10-26
Blue Trust, Inc.
INCREASED
Shares104,332 from 98,875
Change+5,457 (+6%)
Value$939.0K (+$16.5K)
Filed 2026-10-15
Signaturefd, LLC
DECREASED
Shares90,739 from 95,033
Change-4,294 (-5%)
Value$816.6K (-$70.0K)
Filed 2026-10-23
Sterling Capital Management LLC
INCREASED
Shares88,039 from 86,415
Change+1,624 (+2%)
Value$792.4K (-$13.9K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares85,542 from 84,203
Change+1,339 (+2%)
Value$792.1K (-$29.7K)
Filed 2026-10-13
Euro Pacific Asset Management, LLC
DECREASED
Shares85,496 from 86,513
Change-1,017 (-1%)
Value$769.5K (+$768.1K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares84,042 from 60,240
Change+23,802 (+40%)
Value$756.4K (+$194.3K)
Filed 2026-10-27
Cohen Klingenstein LLC
UNCHANGED
Shares81,613 from 81,613
Change0 (0%)
Value$734.5K (-$26.9K)
Filed 2026-10-15
Baker Tilly Wealth Management, LLC
INCREASED
Shares81,243 from 75,364
Change+5,879 (+8%)
Value$731.2K (+$28.0K)
Filed 2026-10-05
Provenance Wealth Advisors, LLC
INCREASED
Shares79,909 from 300
Change+79,609 (+26536%)
Value$719.2K (+$716.4K)
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares79,286 from 53,589
Change+25,697 (+48%)
Value$713.6K (+$213.6K)
Filed 2026-10-29
Trust Point Inc.
INCREASED
Shares75,935 from 53,903
Change+22,032 (+41%)
Value$683.4K (+$180.5K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
INCREASED
Shares74,170 from 72,402
Change+1,768 (+2%)
Value$667.5K (-$8.0K)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
DECREASED
Shares73,473 from 78,495
Change-5,022 (-6%)
Value$661.3K (-$71.1K)
Filed 2026-10-16
Tweedy, Browne Co LLC
DECREASED
Shares68,880 from 72,035
Change-3,155 (-4%)
Value$619.9K (-$52.2K)
Filed 2026-11-04
Legacy Wealth Asset Management, LLC
INCREASED
Shares68,159 from 67,871
Change+288 (+0%)
Value$613.4K (-$19.8K)
Filed 2026-10-09
CIBC Asset Management Inc
INCREASED
Shares64,194 from 60,500
Change+3,694 (+6%)
Value$577.7K (+$13.3K)
Filed 2026-11-05
Lester Murray Antman dba SimplyRich
NEW
Shares63,827
Change+63,827
Value$574.4K
Filed 2026-11-06
Cardinal Capital Management
INCREASED
Shares62,074 from 50,939
Change+11,135 (+22%)
Value$558.7K (+$83.4K)
Filed 2026-10-21
SmartHarvest Portfolios, LLC
DECREASED
Shares57,837 from 94,892
Change-37,055 (-39%)
Value$520.5K (-$364.8K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
INCREASED
Shares56,991 from 13,071
Change+43,920 (+336%)
Value$497.1K (+$374.2K)
Filed 2026-10-16
Aaron Wealth Advisors LLC
INCREASED
Shares55,123 from 54,977
Change+146 (+0%)
Value$496.1K (-$16.8K)
Filed 2026-10-13
Profund Advisors LLC
INCREASED
Shares55,100 from 49,171
Change+5,929 (+12%)
Value$495.9K (+$37.1K)
Filed 2026-10-29
MGO One Seven LLC
DECREASED
Shares54,969 from 68,903
Change-13,934 (-20%)
Value$494.7K (-$148.1K)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED
Shares54,181 from 47,788
Change+6,393 (+13%)
Value$473.0K (+$8.0K)
Filed 2026-11-04
Ascent Group, LLC
DECREASED
Shares52,969 from 76,122
Change-23,153 (-30%)
Value$476.7K (-$233.5K)
Filed 2026-10-30
MQS Management LLC
INCREASED
Shares52,711 from 18,222
Change+34,489 (+189%)
Value$474.4K (+$304.4K)
Filed 2026-11-06
Cambiar Investors LLC
INCREASED
Shares48,935 from 48,486
Change+449 (+1%)
Value$440.4K (-$12.0K)
Filed 2026-11-04
Keystone Financial Planning, Inc.
DECREASED
Shares48,842 from 49,145
Change-303 (-1%)
Value$439.6K (-$18.9K)
Filed 2026-10-08
Compound Planning, Inc.
INCREASED
Shares48,547 from 45,768
Change+2,779 (+6%)
Value$436.9K (+$9.9K)
Filed 2026-11-09
R Squared Ltd
DECREASED
Shares48,500 from 50,307
Change-1,807 (-4%)
Value$436.5K (-$32.9K)
Filed 2026-11-06
First Affirmative Financial Network
NEW
Shares45,744
Change+45,744
Value$411.7K
Filed 2026-10-21
Legacy Capital Wealth Partners, LLC
DECREASED
Shares43,892 from 44,137
Change-245 (-1%)
Value$395.0K (-$16.8K)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED
Shares43,407 from 38,699
Change+4,708 (+12%)
Value$390.7K (+$29.6K)
Filed 2026-11-05
Central Pacific Bank - Trust Division
DECREASED
Shares42,460 from 42,940
Change-480 (-1%)
Value$382.1K (-$18.5K)
Filed 2026-10-06
MacKenzie Financial Corp
NEW
Shares41,874
Change+41,874
Value$376.9K
Filed 2026-11-02
LSV Asset Management
UNCHANGED
Shares41,800 from 41,800
Change0 (0%)
Value$376.0K (-$14.0K)
Filed 2026-11-06
Apollon Wealth Management, LLC
INCREASED
Shares41,276 from 20,563
Change+20,713 (+101%)
Value$371.5K (+$179.6K)
Filed 2026-10-23
Quadrant Capital Group LLC
DECREASED
Shares41,121 from 42,567
Change-1,446 (-3%)
Value$388.2K (-$9.0K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares39,974 from 38,967
Change+1,007 (+3%)
Value$359.8K (-$3.8K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares39,934 from 24,395
Change+15,539 (+64%)
Value$359.4K (+$131.8K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares38,287 from 31,866
Change+6,421 (+20%)
Value$344.6K (+$47.3K)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares38,217 from 34,810
Change+3,407 (+10%)
Value$344.0K (+$19.2K)
Filed 2026-10-08
SBI Securities Co., Ltd.
DECREASED
Shares37,171 from 37,625
Change-454 (-1%)
Value$334.5K (-$16.5K)
Filed 2026-10-22
HB Wealth Management, LLC
DECREASED
Shares36,795 from 133,227
Change-96,432 (-72%)
Value$331.2K (-$911.9K)
Filed 2026-10-23
Sanders Morris Harris LLC
NEW
Shares36,000
Change+36,000
Value$329.2K
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares34,472 from 31,409
Change+3,063 (+10%)
Value$310.2K (+$17.2K)
Filed 2026-10-08
Coldstream Capital Management Inc
DECREASED
Shares32,401 from 37,192
Change-4,791 (-13%)
Value$291.6K (-$55.4K)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
DECREASED
Shares31,347 from 32,803
Change-1,456 (-4%)
Value$282.1K (-$23.9K)
Filed 2026-11-04
Diversified Trust Co
UNCHANGED
Shares30,794 from 30,794
Change0 (0%)
Value$277.1K (-$10.2K)
Filed 2026-11-06
OpenArc Corporate Advisory, LLC
DECREASED
Shares30,150 from 32,099
Change-1,949 (-6%)
Value$271.4K (-$28.1K)
Filed 2026-10-21
Clearstead Advisors, LLC
INCREASED
Shares29,545 from 20,447
Change+9,098 (+45%)
Value$265.9K (+$75.1K)
Filed 2026-11-06
Defined Wealth Management, LLC
INCREASED
Shares29,239 from 29,230
Change+9 (+0%)
Value$263.2K (-$9.6K)
Filed 2026-10-19
King Luther Capital Management Corp
DECREASED
Shares27,641 from 31,334
Change-3,693 (-12%)
Value$248.8K (-$43.6K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares26,953
Change+26,953
Value$242.6K
Filed 2026-11-03
Caitong International Asset Management Co., Ltd
NEW
Shares26,578
Change+26,578
Value$239.2K
Filed 2026-10-29
Marks Group Wealth Management, Inc
DECREASED
Shares26,530 from 28,009
Change-1,479 (-5%)
Value$238.8K (-$22.6K)
Filed 2026-11-05
Simplicity Wealth,LLC
DECREASED
Shares26,481 from 29,452
Change-2,971 (-10%)
Value$238.3K (-$36.5K)
Filed 2026-10-23
Brighton Jones LLC
INCREASED
Shares26,464 from 24,732
Change+1,732 (+7%)
Value$238.2K (+$7.4K)
Filed 2026-11-03
Greenspring Advisors, LLC
INCREASED
Shares26,214 from 14,121
Change+12,093 (+86%)
Value$235.9K (+$104.2K)
Filed 2026-11-05
PDS Planning, Inc
DECREASED
Shares26,185 from 26,196
Change-11 (0%)
Value$235.7K (-$8.7K)
Filed 2026-11-03
Versant Capital Management, Inc
INCREASED
Shares25,481 from 16,968
Change+8,513 (+50%)
Value$229.3K (+$71.0K)
Filed 2026-10-02
MN Wealth Advisors, LLC
DECREASED
Shares25,195 from 26,274
Change-1,079 (-4%)
Value$226.8K (-$18.4K)
Filed 2026-10-23
Drive Wealth Management, LLC
DECREASED
Shares24,043 from 24,972
Change-929 (-4%)
Value$216.4K (-$16.6K)
Filed 2026-11-09
Diversify Advisory Services, LLC
INCREASED
Shares24,023 from 22,312
Change+1,711 (+8%)
Value$238.8K (+$17.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares24,023 from 22,312
Change+1,711 (+8%)
Value$238.8K (+$17.0K)
Filed 2026-10-20
May Hill Capital, LLC
INCREASED
Shares22,564 from 18,772
Change+3,792 (+20%)
Value$203.1K (+$27.9K)
Filed 2026-11-03
Lighthouse Financial Services Inc
UNCHANGED
Shares22,355 from 22,355
Change0 (0%)
Value$201.2K (-$8.9K)
Filed 2026-11-02
Highland Capital Management, LLC
DECREASED
Shares22,070 from 22,545
Change-475 (-2%)
Value$198.6K (-$11.7K)
Filed 2026-10-26
Thrivent Financial for Lutherans
INCREASED
Shares22,036 from 21,945
Change+91 (+0%)
Value$195 (-$204.8K)
Filed 2026-11-05
Rose Capital Advisors LLC
NEW
Shares21,905
Change+21,905
Value$197.1K
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares21,860 from 21,314
Change+546 (+3%)
Value$196.7K (-$2.1K)
Filed 2026-10-26
Old National Bancorp
INCREASED
Shares21,571 from 20,910
Change+661 (+3%)
Value$194.1K (-$951)
Filed 2026-10-20
Bailard, Inc.
UNCHANGED
Shares20,979 from 20,979
Change0 (0%)
Value$188.8K (-$6.9K)
Filed 2026-10-13
Ariston Services Group
UNCHANGED
Shares20,721 from 20,721
Change0 (0%)
Value$186.5K (-$6.8K)
Filed 2026-10-16
TD Private Client Wealth LLC
DECREASED
Shares20,484 from 24,576
Change-4,092 (-17%)
Value$184.4K (-$44.9K)
Filed 2026-10-28
Larry Mathis Financial Planning, LLC
DECREASED
Shares20,377 from 21,184
Change-807 (-4%)
Value$183.4K (-$14.3K)
Filed 2026-10-26
Tepp RIA, LLC
INCREASED
Shares20,280 from 11,751
Change+8,529 (+73%)
Value$182.5K (+$72.9K)
Filed 2026-10-14
Gibbs Wealth Management
INCREASED
Shares20,265 from 20,179
Change+86 (+0%)
Value$182.4K (-$5.9K)
Filed 2026-10-22
Beacon Financial Strategies Corp
UNCHANGED
Shares19,888 from 19,888
Change0 (0%)
Value$154.0K (-$5.5K)
Filed 2026-10-14
CenterBook Partners LP
NEW
Shares19,857
Change+19,857
Value$178.7K
Filed 2026-11-02
Acumen Wealth Advisors, LLC
DECREASED
Shares19,592 from 20,339
Change-747 (-4%)
Value$176.3K (-$13.4K)
Filed 2026-11-05
Level Four Advisory Services, LLC
DECREASED
Shares19,240 from 21,877
Change-2,637 (-12%)
Value$173.2K (-$31.0K)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares18,462 from 15,132
Change+3,330 (+22%)
Value$166.2K (+$25.0K)
Filed 2026-10-28
Valeo Financial Advisors, LLC
DECREASED
Shares18,267 from 19,789
Change-1,522 (-8%)
Value$164.4K (-$20.2K)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares18,026 from 16,900
Change+1,126 (+7%)
Value$162.2K (+$4.6K)
Filed 2026-11-03
Kathmere Capital Management, LLC
INCREASED
Shares18,019 from 17,050
Change+969 (+6%)
Value$162.2K (+$3.1K)
Filed 2026-10-20
Rahlfs Capital, LLC
NEW
Shares17,885
Change+17,885
Value$277.4K
Filed 2026-10-23
Werba Rubin Papier Wealth Management
INCREASED
Shares17,713 from 17,592
Change+121 (+1%)
Value$159.4K (-$4.7K)
Filed 2026-11-06
Personal CFO Solutions, LLC
INCREASED
Shares17,394 from 16,434
Change+960 (+6%)
Value$156.6K (+$3.2K)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
DECREASED
Shares17,389 from 17,603
Change-214 (-1%)
Value$158.8K (-$5.5K)
Filed 2026-10-30
Yoffe Investment Management, LLC
UNCHANGED
Shares17,073 from 17,073
Change0 (0%)
Value$153.7K (-$5.6K)
Filed 2026-11-02
VestGen Advisors, LLC
INCREASED
Shares16,848 from 14,298
Change+2,550 (+18%)
Value$151.6K (+$18.2K)
Filed 2026-10-27
Tanager Wealth Management LLP
NEW
Shares16,664
Change+16,664
Value$150.0K
Filed 2026-10-19
Larson Financial Group LLC
DECREASED
Shares16,375 from 16,496
Change-121 (-1%)
Value$147.4K (-$6.5K)
Filed 2026-11-05
Ritholtz Wealth Management
DECREASED
Shares16,297 from 18,611
Change-2,314 (-12%)
Value$146.7K (-$27.0K)
Filed 2026-11-05
Altar Rock LLC
INCREASED
Shares15,914 from 14,175
Change+1,739 (+12%)
Value$148.3K (+$16.1K)
Filed 2026-11-06
Hilltop National Bank
UNCHANGED
Shares15,672 from 15,672
Change0 (0%)
Value$141.0K (-$5.2K)
Filed 2026-10-14
J.W. Cole Advisors, Inc.
DECREASED
Shares15,371 from 16,668
Change-1,297 (-8%)
Value$138.3K (-$17.2K)
Filed 2026-11-05
Allen Capital Group, LLC
INCREASED
Shares15,142 from 14,712
Change+430 (+3%)
Value$136.3K (-$985)
Filed 2026-10-27
Sage Rhino Capital LLC
DECREASED
Shares15,105 from 15,549
Change-444 (-3%)
Value$135.9K (-$9.1K)
Filed 2026-10-28
Portside Wealth Group, LLC
DECREASED
Shares14,940 from 16,047
Change-1,107 (-7%)
Value$134.5K (-$15.3K)
Filed 2026-10-20
Verdence Capital Advisors LLC
NEW
Shares14,442
Change+14,442
Value$130.0K
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares14,384 from 7,586
Change+6,798 (+90%)
Value$129.5K (+$58.7K)
Filed 2026-10-21
StoneX Group Inc.
NEW
Shares14,267
Change+14,267
Value$129.0K
Filed 2026-11-03
Sagespring Wealth Partners, LLC
DECREASED
Shares13,938 from 14,537
Change-599 (-4%)
Value$125.4K (-$10.2K)
Filed 2026-10-22
Triad Wealth Partners, LLC
DECREASED
Shares13,844 from 17,425
Change-3,581 (-21%)
Value$124.6K (-$46.2K)
Filed 2026-10-26
First Horizon Corp
DECREASED
Shares13,614 from 20,921
Change-7,307 (-35%)
Value$122.5K (-$72.7K)
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares13,405 from 12,903
Change+502 (+4%)
Value$122.2K (+$4.7K)
Filed 2026-11-06
71 West Capital Partners
DECREASED
Shares13,170 from 13,380
Change-210 (-2%)
Value$118.5K (-$6.3K)
Filed 2026-11-04
UMB Bank, n.a.
INCREASED
Shares13,007 from 12,835
Change+172 (+1%)
Value$117.1K (-$2.7K)
Filed 2026-11-06
Abel Hall, LLC
DECREASED
Shares12,946 from 13,405
Change-459 (-3%)
Value$116.5K (-$8.6K)
Filed 2026-10-19
Seed Wealth Management, Inc.
DECREASED
Shares12,840 from 26,580
Change-13,740 (-52%)
Value$115.6K (-$132.4K)
Filed 2026-10-20
Presilium Private Wealth, LLC
NEW
Shares12,514
Change+12,514
Value$112.6K
Filed 2026-10-26
Heritage Family Offices, LLP
DECREASED
Shares12,069 from 22,348
Change-10,279 (-46%)
Value$108.6K (-$99.9K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
DECREASED
Shares11,887 from 11,904
Change-17 (0%)
Value$107.0K (-$4.1K)
Filed 2026-11-04
Perigon Wealth Management, LLC
INCREASED
Shares11,561 from 10,544
Change+1,017 (+10%)
Value$104.1K (+$5.7K)
Filed 2026-10-22
Fiduciary Financial Group, LLC
INCREASED
Shares11,354 from 10,429
Change+925 (+9%)
Value$102.2K (+$4.9K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares11,154 from 10,926
Change+228 (+2%)
Value$100.4K (-$1.6K)
Filed 2026-10-27
Procyon Advisors, LLC
INCREASED
Shares11,145 from 11,110
Change+35 (+0%)
Value$100.3K (-$3.4K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED
Shares11,131 from 10,400
Change+731 (+7%)
Value$100.2K (+$3.2K)
Filed 2026-10-13
Marotta Asset Management
DECREASED
Shares10,964 from 11,291
Change-327 (-3%)
Value$98.7K (-$7.5K)
Filed 2026-10-02
Anchyra Partners LLC
INCREASED
Shares10,943 from 10,539
Change+404 (+4%)
Value$98.5K (+$158)
Filed 2026-10-13
Atala Financial Inc
UNCHANGED
Shares10,871 from 10,871
Change0 (0%)
Value$97.8K (-$3.6K)
Filed 2026-10-22
Gryphon Financial Partners LLC
NEW
Shares10,714
Change+10,714
Value$96.4K
Filed 2026-11-04
Fiduciary Alliance LLC
DECREASED
Shares10,536 from 11,084
Change-548 (-5%)
Value$94.8K (-$8.6K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
NEW
Shares10,482
Change+10,482
Value$94.3K
Filed 2026-11-06
Moors & Cabot, Inc.
DECREASED
Shares10,464 from 10,693
Change-229 (-2%)
Value$94.2K (-$5.6K)
Filed 2026-11-06
McAdam, LLC
INCREASED
Shares10,433 from 10,367
Change+66 (+1%)
Value$93.9K (-$2.8K)
Filed 2026-10-21
AlphaCore Capital LLC
DECREASED
Shares10,311 from 16,025
Change-5,714 (-36%)
Value$92.8K (-$56.7K)
Filed 2026-11-04
Prospera Financial Services Inc
NEW
Shares10,255
Change+10,255
Value$88.8K
Filed 2026-11-04
Indivisible Partners
NEW
Shares10,248
Change+10,248
Value$92.2K
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED
Shares8,980 from 8,217
Change+763 (+9%)
Value$80.8K (+$4.2K)
Filed 2026-10-23
Foster Dykema Cabot & Partners, LLC
NEW
Shares8,220
Change+8,220
Value$74.0K
Filed 2026-10-30
Private Trust Co NA
INCREASED
Shares8,143 from 7,015
Change+1,128 (+16%)
Value$73.3K (+$7.8K)
Filed 2026-10-20
Cromwell Holdings LLC
UNCHANGED
Shares7,663 from 7,663
Change0 (0%)
Value$69.0K (-$2.5K)
Filed 2026-10-28
Golden State Wealth Management, LLC
INCREASED
Shares7,281 from 7,280
Change+1 (+0%)
Value$65.5K (-$2.4K)
Filed 2026-11-02
Tsfg, LLC
DECREASED
Shares7,200 from 7,322
Change-122 (-2%)
Value$65.0K (-$3.0K)
Filed 2026-10-23
Central Trust Co
DECREASED
Shares7,131 from 7,257
Change-126 (-2%)
Value$64.2K (-$3.5K)
Filed 2026-11-05
Align Financial, LLC
UNCHANGED
Shares6,830 from 6,830
Change0 (0%)
Value$61.5K (-$2.3K)
Filed 2026-10-16
Cullen T Bankers, Inc.
INCREASED
Shares6,512 from 5,885
Change+627 (+11%)
Value$58.6K (+$3.7K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
INCREASED
Shares6,272 from 5,794
Change+478 (+8%)
Value$56.4K (+$2.4K)
Filed 2026-10-21
Silver Grove Financial Group, Inc.
DECREASED
Shares5,992 from 6,003
Change-11 (0%)
Value$53.9K (-$2.1K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares5,632 from 5,433
Change+199 (+4%)
Value$50.7K (-$2)
Filed 2026-10-14
IFG Advisory, LLC
DECREASED
Shares5,114 from 5,494
Change-380 (-7%)
Value$46.0K (-$5.2K)
Filed 2026-11-09
First Command Advisory Services, Inc.
INCREASED
Shares4,745 from 1,611
Change+3,134 (+195%)
Value$42.7K (+$27.7K)
Filed 2026-11-05
Washington Trust Advisors, Inc.
UNCHANGED
Shares4,546 from 4,546
Change0 (0%)
Value$40.9K (-$1.5K)
Filed 2026-10-22
Parkside Financial Bank & Trust
DECREASED
Shares4,443 from 6,233
Change-1,790 (-29%)
Value$40.0K (-$18.2K)
Filed 2026-10-27
Trust Co of Toledo NA
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$28.8K (-$1.1K)
Filed 2026-10-16
Citizens National Bank Trust Department
UNCHANGED
Shares3,014 from 3,014
Change0 (0%)
Value$27.1K (-$995)
Filed 2026-11-04
James T. Borello RIA
DECREASED
Shares2,950 from 3,772
Change-822 (-22%)
Value$26.6K (-$8.6K)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares2,803 from 4,358
Change-1,555 (-36%)
Value$25.2K (-$15.4K)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares2,772
Change+2,772
Value$24.9K
Filed 2026-10-21
Key FInancial Inc
INCREASED
Shares2,743 from 1,000
Change+1,743 (+174%)
Value$24.7K (+$15.4K)
Filed 2026-11-02
Proathlete Wealth Management LLC
NEW
Shares2,737
Change+2,737
Value$24.6K
Filed 2026-10-15
Salomon & Ludwin, LLC
DECREASED
Shares2,652 from 3,264
Change-612 (-19%)
Value$23.9K (-$6.8K)
Filed 2026-10-29
Madden Securities Corp
NEW
Shares2,600
Change+2,600
Value$23.4K
Filed 2026-10-27
Barrett & Company, Inc.
INCREASED
Shares2,512 from 2,511
Change+1 (+0%)
Value$22.6K (-$817)
Filed 2026-10-22
City State Bank
UNCHANGED
Shares2,483 from 2,483
Change0 (0%)
Value$22.3K (-$819)
Filed 2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares2,425 from 2,425
Change0 (0%)
Value$22.0K (+$22.0K)
Filed 2026-10-14
Grove Bank & Trust
DECREASED
Shares2,200 from 3,009
Change-809 (-27%)
Value$19.8K (-$8.3K)
Filed 2026-10-08
Bare Financial Services, Inc
INCREASED
Shares2,173 from 2,049
Change+124 (+6%)
Value$19.6K (+$440)
Filed 2026-11-04
Nisa Investment Advisors, LLC
DECREASED
Shares2,102 from 2,103
Change-1 (0%)
Value$18.9K (-$703)
Filed 2026-10-20
Montag A & Associates Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$18.0K (-$660)
Filed 2026-10-29
IFP Advisors, Inc
DECREASED
Shares1,945 from 3,683
Change-1,738 (-47%)
Value$17.5K (-$16.9K)
Filed 2026-10-16
Financial Consulate, Inc
INCREASED
Shares1,879 from 1,032
Change+847 (+82%)
Value$16.9K (+$7.3K)
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares1,778
Change+1,778
Value$16.0K
Filed 2026-11-05
Creative Financial Designs Inc
DECREASED
Shares1,729 from 1,968
Change-239 (-12%)
Value$15.6K (-$2.8K)
Filed 2026-11-04
West Branch Capital LLC
UNCHANGED
Shares1,714 from 1,714
Change0 (0%)
Value$15.4K (-$566)
Filed 2026-10-20
Quaker Wealth Management, LLC
UNCHANGED
Shares1,592 from 1,592
Change0 (0%)
Value$14.3K (-$526)
Filed 2026-10-22
True Wealth Design, LLC
INCREASED
Shares1,566 from 1,239
Change+327 (+26%)
Value$14.1K (+$2.5K)
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares1,545 from 1,416
Change+129 (+9%)
Value$13.9K (+$695)
Filed 2026-10-29
CoreCap Advisors, LLC
INCREASED
Shares1,538 from 1,408
Change+130 (+9%)
Value$13.8K (+$705)
Filed 2026-10-08
Hilton Head Capital Partners, LLC
UNCHANGED
Shares1,447 from 1,447
Change0 (0%)
Value$13.0K (-$478)
Filed 2026-10-23
Bell Investment Advisors, Inc
INCREASED
Shares1,415 from 550
Change+865 (+157%)
Value$12.7K (+$7.6K)
Filed 2026-10-29
Owl Creek Wealth Partners LLC
DECREASED
Shares1,411 from 2,230
Change-819 (-37%)
Value$12.7K (-$8.1K)
Filed 2026-10-20
Costello Asset Management, Inc
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$12.6K (-$462)
Filed 2026-10-30
Coston, McIsaac & Partners
UNCHANGED
Shares1,372 from 1,372
Change0 (0%)
Value$12.3K (+$12.3K)
Filed 2026-11-06
Union Savings Bank
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$12.0K (-$439)
Filed 2026-10-14
Eastern Bank
DECREASED
Shares1,285 from 2,235
Change-950 (-43%)
Value$11.6K (-$9.3K)
Filed 2026-10-05
Independence Bank of Kentucky
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$11.1K (-$406)
Filed 2026-10-26
North Star Investment Management Corp.
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$10.6K (-$390)
Filed 2026-10-27
Gilpin Wealth Management, LLC
NEW
Shares1,094
Change+1,094
Value$9.8K
Filed 2026-10-09
Hanson & Doremus Investment Management
DECREASED
Shares1,040 from 1,042
Change-2 (0%)
Value$9 (-$1)
Filed 2026-10-16
CX Institutional
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$9 (-$1)
Filed 2026-10-02
Valley National Advisers Inc
UNCHANGED
Shares1,017 from 1,017
Change0 (0%)
Value$9.2K (-$336)
Filed 2026-10-23
Geneos Wealth Management Inc.
INCREASED
Shares1,005 from 713
Change+292 (+41%)
Value$9.0K (+$2.4K)
Filed 2026-11-09
Clean Yield Group
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$9.0K (-$330)
Filed 2026-10-28
Guardian Partners Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$9.0K (-$330)
Filed 2026-10-21
MTM Investment Management, LLC
UNCHANGED
Shares989 from 989
Change0 (0%)
Value$8.9K (-$326)
Filed 2026-10-30
MV Capital Management, Inc.
DECREASED
Shares973 from 992
Change-19 (-2%)
Value$8.8K (-$499)
Filed 2026-10-29
Armstrong Advisory Group, Inc
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$4.9K (-$151)
Filed 2026-10-09
Ares Financial Consulting, LLC
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$8.6K (-$317)
Filed 2026-10-19
Laurel Wealth Advisors LLC
NEW
Shares956
Change+956
Value$8.6K
Filed 2026-10-27
Rothwell Investment Advisors, LLC
NEW
Shares951
Change+951
Value$8.6K
Filed 2026-11-06
Princeton Global Asset Management LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$8.6K (-$314)
Filed 2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$8.6K (-$314)
Filed 2026-10-23
Elevation Wealth Partners, LLC
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$8.3K (-$305)
Filed 2026-10-07
Wolff Wiese Magana LLC
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$8.2K (-$303)
Filed 2026-10-15
CNB Bank
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$8.2K (-$300)
Filed 2026-11-09
Addison Advisors LLC
INCREASED
Shares909 from 883
Change+26 (+3%)
Value$8.2K (-$58)
Filed 2026-11-06
JFS Wealth Advisors, LLC
INCREASED
Shares908 from 858
Change+50 (+6%)
Value$8.2K (+$167)
Filed 2026-11-03
Markowski Investments
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$8.1K (-$299)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares896
Change+896
Value$8.1K
Filed 2026-11-04
Toth Financial Advisory Corp
INCREASED
Shares884 from 705
Change+179 (+25%)
Value$8.0K (+$1.4K)
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares882 from 882
Change0 (0%)
Value$7.9K (-$291)
Filed 2026-10-26
Deutsche Bank Ag\
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$7.7K (-$281)
Filed 2026-11-06
Arlington Trust Co LLC
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$7.4K (-$271)
Filed 2026-10-20
Westside Investment Management, Inc.
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$7.2K (-$433)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
INCREASED
Shares801 from 590
Change+211 (+36%)
Value$7.2K (+$1.7K)
Filed 2026-10-20
Rosenberg Matthew Hamilton
DECREASED
Shares800 from 1,095
Change-295 (-27%)
Value$7.2K (-$3.0K)
Filed 2026-10-05
Ascentis Wealth Management, LLC
NEW
Shares751
Change+751
Value$6.8K
Filed 2026-11-03
DT Investment Partners, LLC
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$6.6K (-$241)
Filed 2026-10-27
Rossby Financial, LCC
DECREASED
Shares718 from 885
Change-167 (-19%)
Value$6.5K (-$1.8K)
Filed 2026-11-05
Piscataqua Savings Bank
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$6.1K (-$225)
Filed 2026-10-21
Baillie Gifford & Co
NEW
Shares660
Change+660
Value$5.9K
Filed 2026-11-09
Cape Investment Advisory, Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$5.9K (-$215)
Filed 2026-10-13
Cranbrook Wealth Management, LLC
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$5.7K (-$210)
Filed 2026-10-28
Financial Perspectives, Inc
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$5.7K (-$208)
Filed 2026-11-03
Zions Bancorporation, National Association
DECREASED
Shares616 from 898
Change-282 (-31%)
Value$5.5K (-$2.8K)
Filed 2026-11-06
Motco
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$5.1K (-$188)
Filed 2026-11-09
Southern Michigan Bank & Trust
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$4.9K (-$178)
Filed 2026-10-19
Bfsg, LLC
NEW
Shares536
Change+536
Value$4.8K
Filed 2026-10-30
Highline Wealth Partners LLC
INCREASED
Shares515 from 56
Change+459 (+820%)
Value$4.6K (+$4.1K)
Filed 2026-10-19
N.E.W. Advisory Services LLC
INCREASED
Shares472 from 257
Change+215 (+84%)
Value$4.2K (+$1.9K)
Filed 2026-11-09
Farmers & Merchants Investments Inc
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$4.1K (-$151)
Filed 2026-10-22
Compass Wealth Management LLC
NEW
Shares455
Change+455
Value$4.1K
Filed 2026-10-22
Community Financial Services Group, LLC
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$3.9K (-$301)
Filed 2026-10-15
GHP Investment Advisors, Inc.
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$4.0K (-$146)
Filed 2026-10-15
Center for Financial Planning, Inc.
NEW
Shares438
Change+438
Value$3.9K
Filed 2026-10-26
West Financial Advisors, LLC
NEW
Shares429
Change+429
Value$3.9K
Filed 2026-10-22
Trust Co of Vermont
INCREASED
Shares418 from 400
Change+18 (+5%)
Value$3.8K (+$30)
Filed 2026-10-21
Mascoma Wealth Management LLC
INCREASED
Shares410 from 92
Change+318 (+346%)
Value$3.7K (+$2.8K)
Filed 2026-10-23
Asset Dedication, LLC
DECREASED
Shares402 from 695
Change-293 (-42%)
Value$3.6K (-$2.9K)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
DECREASED
Shares393 from 471
Change-78 (-17%)
Value$3.5K (-$857)
Filed 2026-10-16
Archer Investment Corp
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$3.3K (-$122)
Filed 2026-11-05
Birchwood Financial Partners, Inc.
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$3.2K (-$117)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$2.8K (-$104)
Filed 2026-11-02
Retirement Wealth Solutions LLC
DECREASED
Shares309 from 385
Change-76 (-20%)
Value$2.8K (-$812)
Filed 2026-10-07
Advantage Trust Co
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$2.7K (-$99)
Filed 2026-10-19
CGC Financial Services, LLC
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$2.6K (-$97)
Filed 2026-10-13
Bullock Wealth Management Group
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$2.5K (-$192)
Filed 2026-10-09
Accordant Advisory Group Inc
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$2.5K (-$93)
Filed 2026-10-29
Mosley Wealth Management
INCREASED
Shares277 from 275
Change+2 (+1%)
Value$2.8K (+$184)
Filed 2026-10-16
First Pacific Financial
INCREASED
Shares265 from 263
Change+2 (+1%)
Value$2.4K (-$70)
Filed 2026-10-14
Navigoe, LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$2 ($0)
Filed 2026-11-04
American Capital Advisory, LLC
UNCHANGED
Shares219 from 219
Change0 (0%)
Value$2.0K (-$73)
Filed 2026-10-28
Boyd Watterson Asset Management LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$1.9K (-$70)
Filed 2026-11-06
Carolina Wealth Advisors, LLC
NEW
Shares209
Change+209
Value$1.9K
Filed 2026-10-23
Bank of New Hampshire
NEW
Shares200
Change+200
Value$1.8K
Filed 2026-10-06
Evolution Wealth Management Inc.
NEW
Shares174
Change+174
Value$1.6K
Filed 2026-10-28
Bank & Trust Co
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$1.5K (-$54)
Filed 2026-10-07
Plante Moran Financial Advisors, LLC
INCREASED
Shares159 from 64
Change+95 (+148%)
Value$1.4K (+$834)
Filed 2026-11-04
Burk Holdings LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$1.4K (-$51)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$1.3K (-$48)
Filed 2026-10-28
Pacific Center for Financial Services
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$1.3K (-$48)
Filed 2026-10-15
Nfsg Corp
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$1.1K (-$42)
Filed 2026-10-15
Planning Strategies Inc.
DECREASED
Shares124 from 200
Change-76 (-38%)
Value$1.1K (-$750)
Filed 2026-10-02
Cassaday & Co Wealth Management LLC
DECREASED
Shares117 from 156
Change-39 (-25%)
Value$1.1K (-$403)
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$999 (-$37)
Filed 2026-10-15
Yankcom Partnership
DECREASED
Shares108 from 210
Change-102 (-49%)
Value$972 (-$988)
Filed 2026-10-15
Aspect Partners, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$900 (-$33)
Filed 2026-10-20
Towne Trust Company, N.a
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$900 (-$33)
Filed 2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$900 (-$33)
Filed 2026-10-13
Pflug Koory, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$900 (-$33)
Filed 2026-10-26
Peoples Financial Services Corp.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$900 (-$33)
Filed 2026-10-20
Oakworth Capital, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$900 (-$33)
Filed 2026-10-26
Meramec Financial Planners, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$914 (-$80)
Filed 2026-11-09
Buck Wealth Strategies, LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$891 (-$33)
Filed 2026-10-28
Downshift Financial, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$765 (-$28)
Filed 2026-10-13
Elevated Capital Advisors, LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$702 (-$26)
Filed 2026-11-04
Nemes Rush Group LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$702 (-$26)
Filed 2026-11-04
Kelleher Financial Advisors
DECREASED
Shares74 from 148
Change-74 (-50%)
Value$666 (-$715)
Filed 2026-10-30
WPG Advisers, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$630 (-$23)
Filed 2026-10-27
Canton Hathaway, LLC
NEW
Shares69
Change+69
Value$621
Filed 2026-10-23
Monetary Solutions, Ltd
INCREASED
Shares63 from 31
Change+32 (+103%)
Value$567 (+$278)
Filed 2026-10-22
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$540 (-$20)
Filed 2026-10-14
GGM Financial LLC
NEW
Shares58
Change+58
Value$522
Filed 2026-11-05
Prudent Man Investment Management, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$450 (-$56)
Filed 2026-11-03
Hoey Investments, Inc
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$414 (-$16)
Filed 2026-10-29
Holos Integrated Wealth LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$406 (+$12)
Filed 2026-10-23
Strive Financial Group,LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$351 (-$13)
Filed 2026-11-09
Trust Co
DECREASED
Shares37 from 308
Change-271 (-88%)
Value$333 (-$2.5K)
Filed 2026-10-09
Fairman Group, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$225 (-$8)
Filed 2026-10-26
Triumph Capital Management
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$162 (-$6)
Filed 2026-10-14
Lloyd Advisory Services, Llc.
INCREASED
Shares13 from 11
Change+2 (+18%)
Value$113 (+$10)
Filed 2026-11-02
Bayban
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$75 ($0)
Filed 2026-11-05
Darwin Wealth Management, LLC
INCREASED
Shares7 from 5
Change+2 (+40%)
Value$66 (+$12)
Filed 2026-11-09
Private Wealth Management Group, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$27 (-$1)
Filed 2026-10-19
Latitude Advisors, LLC
NEW
Shares1
Change+1
Value$7
Filed 2026-10-27
Essential Partners LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$9 ($0)
Filed 2026-10-14
Squarepoint Ops LLC
CLOSED
Shares0 from 127,143
Change-127,143 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-09
Confluence Investment Management LLC
CLOSED
Shares0 from 106,258
Change-106,258 (-100%)
Value$0 (-$991.4K)
Filed 2026-10-01
American Assets Investment Management, LLC
CLOSED
Shares0 from 100,000
Change-100,000 (-100%)
Value$0 (-$933.0K)
Filed 2026-10-30
Simplex Trading, LLC
CLOSED
Shares0 from 38,857
Change-38,857 (-100%)
Value$0 (-$362.5K)
Filed 2026-11-04
Arlington Partners LLC
CLOSED
Shares0 from 29,826
Change-29,826 (-100%)
Value$0 (-$278.3K)
Filed 2026-10-20
Resonant Capital Advisors, LLC
CLOSED
Shares0 from 24,376
Change-24,376 (-100%)
Value$0 (-$227.4K)
Filed 2026-10-15
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 22,348
Change-22,348 (-100%)
Value$0 (-$208.5K)
Filed 2026-10-27
South Shore Capital Advisors
CLOSED
Shares0 from 20,157
Change-20,157 (-100%)
Value$0 (-$188.1K)
Filed 2026-10-20
Riverbridge Partners LLC
CLOSED
Shares0 from 17,477
Change-17,477 (-100%)
Value$0 (-$163.1K)
Filed 2026-11-05
Mission Wealth Management, LP
CLOSED
Shares0 from 14,194
Change-14,194 (-100%)
Value$0 (-$132.4K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
CLOSED
Shares0 from 13,415
Change-13,415 (-100%)
Value$0 (-$125.2K)
Filed 2026-10-26
Prospect Financial Group LLC
CLOSED
Shares0 from 12,479
Change-12,479 (-100%)
Value$0 (-$116.4K)
Filed 2026-11-05
Ballew Advisors, Inc
CLOSED
Shares0 from 12,413
Change-12,413 (-100%)
Value$0 (-$121.9K)
Filed 2026-10-05
Nicholas Hoffman & Company, Llc.
CLOSED
Shares0 from 11,732
Change-11,732 (-100%)
Value$0 (-$109.5K)
Filed 2026-10-30
HUB Investment Partners, LLC
CLOSED
Shares0 from 10,941
Change-10,941 (-100%)
Value$0 (-$102.1K)
Filed 2026-11-03
Modera Wealth Management, LLC
CLOSED
Shares0 from 10,571
Change-10,571 (-100%)
Value$0 (-$98.6K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 9,114
Change-9,114 (-100%)
Value$0 (-$85.0K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 6,006
Change-6,006 (-100%)
Value$0 (-$56.0K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,944
Change-1,944 (-100%)
Value$0 (-$18.1K)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,704
Change-1,704 (-100%)
Value$0 (-$16.8K)
Filed 2026-10-16
Bay Harbor Wealth Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$9.3K)
Filed 2026-11-03
Mcdonald Partners LLC
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$7.0K)
Filed 2026-11-03
Evermay Wealth Management LLC
CLOSED
Shares0 from 619
Change-619 (-100%)
Value$0 (-$5.8K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 480
Change-480 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-28
Stone House Investment Management, LLC
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-23
Union Bancaire Privee, UBP SA
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 229
Change-229 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-13
Harbor Asset Planning, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-23
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$1)
Filed 2026-11-06
Whipplewood Advisors, LLC
CLOSED
Shares0 from 147
Change-147 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-20
Avion Wealth
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 ($0)
Filed 2026-11-04
First United Bank & Trust
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$653)
Filed 2026-10-22
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$616)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
UNCHANGED
Shares0 from 0
Change0
Value$4 (-$1)
Filed 2026-11-04
Dodge & COX
N/A
Shares— from 149,934,507
Change-149,934,507 (-100%)
Value—
FMR LLC
N/A
Shares— from 120,991,250
Change-120,991,250 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 32,342,126
Change-32,342,126 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 19,461,762
Change-19,461,762 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 16,833,252
Change-16,833,252 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 15,414,796
Change-15,414,796 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 15,332,859
Change-15,332,859 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 14,181,817
Change-14,181,817 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 10,850,097
Change-10,850,097 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,824,395
Change-10,824,395 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 9,264,255
Change-9,264,255 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,278,875
Change-7,278,875 (-100%)
Value—
Norges Bank
N/A
Shares— from 7,175,000
Change-7,175,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 7,116,095
Change-7,116,095 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 7,090,436
Change-7,090,436 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 6,652,349
Change-6,652,349 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,276,154
Change-6,276,154 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,394,442
Change-5,394,442 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,924,330
Change-4,924,330 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 4,783,989
Change-4,783,989 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 4,224,856
Change-4,224,856 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,977,539
Change-3,977,539 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,965,011
Change-3,965,011 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,856,063
Change-3,856,063 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 3,669,116
Change-3,669,116 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,385,489
Change-3,385,489 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 3,273,583
Change-3,273,583 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 3,095,451
Change-3,095,451 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 2,623,246
Change-2,623,246 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,604,559
Change-2,604,559 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,525,293
Change-2,525,293 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 1,803,127
Change-1,803,127 (-100%)
Value—
Night Squared LP
N/A
Shares— from 1,726,555
Change-1,726,555 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 1,700,000
Change-1,700,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,663,132
Change-1,663,132 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,562,134
Change-1,562,134 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 1,486,022
Change-1,486,022 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,295,541
Change-1,295,541 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,254,616
Change-1,254,616 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,151,189
Change-1,151,189 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,124,074
Change-1,124,074 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 1,101,870
Change-1,101,870 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 1,054,437
Change-1,054,437 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 992,921
Change-992,921 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 957,121
Change-957,121 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 932,186
Change-932,186 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 773,503
Change-773,503 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 771,516
Change-771,516 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 762,877
Change-762,877 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 757,480
Change-757,480 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 705,978
Change-705,978 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 702,611
Change-702,611 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 682,281
Change-682,281 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 677,951
Change-677,951 (-100%)
Value—
Darwins River Capital, LP
N/A
Shares— from 676,329
Change-676,329 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 663,207
Change-663,207 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 509,864
Change-509,864 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 485,251
Change-485,251 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 478,177
Change-478,177 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 443,519
Change-443,519 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 443,467
Change-443,467 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 403,127
Change-403,127 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 390,259
Change-390,259 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 383,552
Change-383,552 (-100%)
Value—
2Xideas AG
N/A
Shares— from 370,389
Change-370,389 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 363,872
Change-363,872 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 342,734
Change-342,734 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 340,028
Change-340,028 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 314,017
Change-314,017 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 307,275
Change-307,275 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 300,561
Change-300,561 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 280,008
Change-280,008 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 274,831
Change-274,831 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 263,202
Change-263,202 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 259,261
Change-259,261 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 241,966
Change-241,966 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 221,287
Change-221,287 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 215,694
Change-215,694 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 214,226
Change-214,226 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 208,336
Change-208,336 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 200,344
Change-200,344 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 197,025
Change-197,025 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 192,126
Change-192,126 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 187,252
Change-187,252 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 180,000
Change-180,000 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 178,766
Change-178,766 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 176,742
Change-176,742 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 174,951
Change-174,951 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 167,556
Change-167,556 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 150,877
Change-150,877 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 148,878
Change-148,878 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 142,972
Change-142,972 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 138,185
Change-138,185 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 133,508
Change-133,508 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 126,415
Change-126,415 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 124,409
Change-124,409 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 122,399
Change-122,399 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 111,972
Change-111,972 (-100%)
Value—
Stephens Inc
N/A
Shares— from 101,287
Change-101,287 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 98,433
Change-98,433 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 86,582
Change-86,582 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 84,547
Change-84,547 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 84,393
Change-84,393 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 83,938
Change-83,938 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 83,638
Change-83,638 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 81,966
Change-81,966 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 79,806
Change-79,806 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 79,244
Change-79,244 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 78,524
Change-78,524 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 72,543
Change-72,543 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 72,071
Change-72,071 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 70,144
Change-70,144 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 69,665
Change-69,665 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 66,077
Change-66,077 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 65,427
Change-65,427 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 63,613
Change-63,613 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 63,215
Change-63,215 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 61,251
Change-61,251 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 60,765
Change-60,765 (-100%)
Value—
&partners
N/A
Shares— from 59,800
Change-59,800 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 59,667
Change-59,667 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 59,656
Change-59,656 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 58,722
Change-58,722 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 58,341
Change-58,341 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 56,182
Change-56,182 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 55,057
Change-55,057 (-100%)
Value—
Summitry LLC
N/A
Shares— from 54,132
Change-54,132 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 53,842
Change-53,842 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 53,000
Change-53,000 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 52,974
Change-52,974 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 52,244
Change-52,244 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 51,017
Change-51,017 (-100%)
Value—
Blair William & Co
N/A
Shares— from 48,903
Change-48,903 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 48,140
Change-48,140 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 46,927
Change-46,927 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 46,539
Change-46,539 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 46,428
Change-46,428 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 40,722
Change-40,722 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 40,539
Change-40,539 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 39,604
Change-39,604 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 39,180
Change-39,180 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 38,318
Change-38,318 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 36,961
Change-36,961 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 36,442
Change-36,442 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 36,003
Change-36,003 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 34,165
Change-34,165 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 33,899
Change-33,899 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 33,797
Change-33,797 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 33,747
Change-33,747 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 33,176
Change-33,176 (-100%)
Value—
Martin Investment Management, LLC
N/A
Shares— from 33,170
Change-33,170 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 29,818
Change-29,818 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 29,413
Change-29,413 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 28,804
Change-28,804 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 28,683
Change-28,683 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 28,551
Change-28,551 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 28,464
Change-28,464 (-100%)
Value—
State Street Corp
N/A
Shares— from 28,414
Change-28,414 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 28,201
Change-28,201 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 28,145
Change-28,145 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 27,933
Change-27,933 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 27,398
Change-27,398 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 25,690
Change-25,690 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 25,321
Change-25,321 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 24,572
Change-24,572 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 24,485
Change-24,485 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 24,474
Change-24,474 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 23,961
Change-23,961 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 23,801
Change-23,801 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 22,327
Change-22,327 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 22,115
Change-22,115 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 22,091
Change-22,091 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 21,640
Change-21,640 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 21,277
Change-21,277 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 20,690
Change-20,690 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 20,524
Change-20,524 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 20,330
Change-20,330 (-100%)
Value—
Commerce Bank
N/A
Shares— from 20,213
Change-20,213 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 20,035
Change-20,035 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 19,935
Change-19,935 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 19,296
Change-19,296 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 18,985
Change-18,985 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 18,708
Change-18,708 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 18,641
Change-18,641 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 18,560
Change-18,560 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 18,226
Change-18,226 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 17,835
Change-17,835 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 17,698
Change-17,698 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 17,170
Change-17,170 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 16,985
Change-16,985 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 16,380
Change-16,380 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 16,242
Change-16,242 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 16,194
Change-16,194 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 15,821
Change-15,821 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 15,598
Change-15,598 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 15,583
Change-15,583 (-100%)
Value—
Dynamic Technology Lab Private Ltd
N/A
Shares— from 15,339
Change-15,339 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 14,725
Change-14,725 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 14,615
Change-14,615 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 14,560
Change-14,560 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 14,273
Change-14,273 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 14,133
Change-14,133 (-100%)
Value—
EWA, LLC
N/A
Shares— from 14,110
Change-14,110 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,815
Change-13,815 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 13,807
Change-13,807 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 13,520
Change-13,520 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 13,513
Change-13,513 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 12,823
Change-12,823 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 12,495
Change-12,495 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 12,434
Change-12,434 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 12,379
Change-12,379 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,302
Change-12,302 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 12,259
Change-12,259 (-100%)
Value—
Calydon Capital
N/A
Shares— from 12,140
Change-12,140 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 12,089
Change-12,089 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 11,883
Change-11,883 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 11,836
Change-11,836 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 11,773
Change-11,773 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 11,238
Change-11,238 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 11,001
Change-11,001 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 10,943
Change-10,943 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 10,719
Change-10,719 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,719
Change-10,719 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 10,622
Change-10,622 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 10,562
Change-10,562 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 10,324
Change-10,324 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 10,318
Change-10,318 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,278
Change-10,278 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 10,230
Change-10,230 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 9,055
Change-9,055 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 6,182
Change-6,182 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 6,094
Change-6,094 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 5,397
Change-5,397 (-100%)
Value—
FIL Ltd
N/A
Shares— from 4,582
Change-4,582 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,293
Change-4,293 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 3,796
Change-3,796 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,724
Change-3,724 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
EFG International AG
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,238
Change-2,238 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 2,031
Change-2,031 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Altrinsic Global Advisors LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 980
Change-980 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 971
Change-971 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 968
Change-968 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 913
Change-913 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 910
Change-910 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 738
Change-738 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 597
Change-597 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 536
Change-536 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 519
Change-519 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 445
Change-445 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 422
Change-422 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 359
Change-359 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 348
Change-348 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 348
Change-348 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 300
Change-300 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 207
Change-207 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 161
Change-161 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 147
Change-147 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 125
Change-125 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 101
Change-101 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 100
Change-100 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Centennial Bank
N/A
Shares— from 71
Change-71 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Mondrian Investment Partners LTD
NEW17,637,434—+17,637,434——$158.7M—2026-10-23
Douglas Lane & Associates, LLC
DECREASED6,546,6376,692,390-145,753-2%$62.4M$58.9M-$3.5M2026-10-09
Bank Julius Baer & Co. Ltd, Zurich
INCREASED4,701,1824,481,615+219,567+5%$41.8M$42.4M+$566.3K2026-10-29
Principal Financial Group Inc
INCREASED4,041,8922,124,667+1,917,225+90%$19.8M$36.4M+$16.6M2026-11-02
Bank of New York Mellon Corp
INCREASED3,337,3783,272,543+64,835+2%$30.5M$30.0M-$496.4K2026-11-05
LPL Financial LLC
INCREASED2,175,6242,036,156+139,468+7%$19.0M$19.6M+$583.3K2026-11-06
Citigroup Inc
INCREASED1,631,9661,507,538+124,428+8%$14.1M$14.7M+$622.4K2026-11-04
Russell Investments Group, Ltd.
INCREASED1,202,6771,108,033+94,644+9%$10.3M$10.8M+$486.2K2026-11-06
Hantz Financial Services, Inc.
INCREASED873,211852,184+21,027+2%$8.0M$7.9M-$92.0K2026-11-09
Savant Capital, LLC
INCREASED724,667391,297+333,370+85%$3.8M$6.5M+$2.8M2026-11-06
US Bancorp \de\
INCREASED694,735650,820+43,915+7%$6.1M$6.3M+$180.5K2026-11-05
Crossmark Global Holdings, Inc.
DECREASED690,320749,194-58,874-8%$7.0M$6.2M-$777.1K2026-10-21
JTC Employer Solutions Trustee Ltd
DECREASED678,3781,050,907-372,529-35%$9.8M$6.1M-$3.7M2026-11-09
Welch & Forbes LLC
UNCHANGED643,501643,50100%$6.0M$5.8M-$212.4K2026-11-04
Oppenheimer Asset Management Inc.
INCREASED634,446512,009+122,437+24%$4.8M$5.7M+$933.0K2026-10-27
Bank of Montreal
DECREASED620,187908,864-288,677-32%$8.5M$5.6M-$2.9M2026-11-09
ABC Arbitrage SA
DECREASED599,9041,109,295-509,391-46%$10.3M$5.4M-$5.0M2026-10-23
Creative Planning
INCREASED597,883567,208+30,675+5%$5.3M$5.4M+$88.9K2026-11-02
Dimensional Fund Advisors LP
INCREASED487,947463,150+24,797+5%$4.3M$4.4M+$70.3K2026-11-04
Third View Private Wealth, LLC
INCREASED431,501412,429+19,072+5%$3.8M$3.9M+$35.6K2026-10-30
Cidel Asset Management Inc
DECREASED413,753423,205-9,452-2%$3.9M$3.7M-$224.7K2026-10-29
Trillium Asset Management, LLC
INCREASED353,378245,427+107,951+44%$2.3M$3.2M+$890.6K2026-11-09
Fisher Asset Management, LLC
INCREASED337,691329,891+7,800+2%$3.1M$3.0M-$38.7K2026-11-06
GAM Holding AG
DECREASED319,554330,494-10,940-3%$3.1M$2.9M-$207.5K2026-11-03
Truist Financial Corp
DECREASED288,355504,080-215,725-43%$4.7M$2.6M-$2.1M2026-10-30
Founders Financial Securities LLC
INCREASED281,649275,444+6,205+2%$2.6M$2.5M-$35.1K2026-10-28
Barclays PLC
DECREASED271,664412,788-141,124-34%$3.9M$2.4M-$1.4M2026-11-06
Eagle Global Advisors LLC
DECREASED268,250268,302-520%$2.5M$2.4M-$89.0K2026-11-02
PNC Financial Services Group, Inc.
INCREASED246,859235,375+11,484+5%$2.2M$2.2M+$25.7K2026-11-06
Davenport & Co LLC
DECREASED239,049244,030-4,981-2%$2.3M$2.2M-$125.4K2026-10-14
Fifth Third Bancorp
DECREASED206,030217,576-11,546-5%$2.0M$1.9M-$175.7K2026-11-05
Atria Investments, Inc
INCREASED199,224178,931+20,293+11%$1.7M$1.8M+$123.6K2026-10-15
Keybank National Association
DECREASED197,230214,267-17,037-8%$2.0M$1.8M-$224.0K2026-11-04
Factory Mutual Insurance Co
UNCHANGED196,537196,53700%$1.8M$1.8M-$64.9K2026-10-30
Commonwealth Equity Services, LLC
DECREASED188,137195,825-7,688-4%$1.8M$1.7M-$133.8K2026-11-02
Choreo, LLC
DECREASED183,476184,502-1,026-1%$1.7M$1.7M-$70.1K2026-10-28
B. Metzler seel. Sohn & Co. AG
NEW148,693—+148,693——$1.3M—2026-10-30
Archford Capital Strategies, LLC
INCREASED117,46198,570+18,891+19%$919.7K$1.1M+$137.5K2026-10-19
Ethic Inc.
INCREASED111,428109,770+1,658+2%$1.0M$1.0M-$21.3K2026-11-03
Natural Investments, LLC
INCREASED109,95189,579+20,372+23%$835.0K$989.6K+$154.6K2026-11-06
Evergreen Capital Management LLC
DECREASED108,421119,876-11,455-10%$1.1M$975.8K-$142.7K2026-10-23
Merit Financial Group, LLC
INCREASED107,845101,892+5,953+6%$950.7K$970.6K+$19.9K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED105,52778,921+26,606+34%$736.0K$950.0K+$214.0K2026-11-02
Regions Financial Corp
DECREASED104,986105,546-560-1%$984.7K$944.9K-$39.9K2026-11-05
Park Avenue Securities LLC
DECREASED104,358111,923-7,565-7%$1.0M$939.0K-$105.0K2026-10-26
Blue Trust, Inc.
INCREASED104,33298,875+5,457+6%$922.5K$939.0K+$16.5K2026-10-15
Signaturefd, LLC
DECREASED90,73995,033-4,294-5%$886.7K$816.6K-$70.0K2026-10-23
Sterling Capital Management LLC
INCREASED88,03986,415+1,624+2%$806.3K$792.4K-$13.9K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED85,54284,203+1,339+2%$821.8K$792.1K-$29.7K2026-10-13
Euro Pacific Asset Management, LLC
DECREASED85,49686,513-1,017-1%$1.3K$769.5K+$768.1K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED84,04260,240+23,802+40%$562.0K$756.4K+$194.3K2026-10-27
Cohen Klingenstein LLC
UNCHANGED81,61381,61300%$761.4K$734.5K-$26.9K2026-10-15
Baker Tilly Wealth Management, LLC
INCREASED81,24375,364+5,879+8%$703.1K$731.2K+$28.0K2026-10-05
Provenance Wealth Advisors, LLC
INCREASED79,909300+79,609+26536%$2.8K$719.2K+$716.4K2026-10-30
Vise Technologies, Inc.
INCREASED79,28653,589+25,697+48%$500.0K$713.6K+$213.6K2026-10-29
Trust Point Inc.
INCREASED75,93553,903+22,032+41%$502.9K$683.4K+$180.5K2026-10-27
Axxcess Wealth Management, LLC
INCREASED74,17072,402+1,768+2%$675.5K$667.5K-$8.0K2026-10-21
Robertson Stephens Wealth Management, LLC
DECREASED73,47378,495-5,022-6%$732.4K$661.3K-$71.1K2026-10-16
Tweedy, Browne Co LLC
DECREASED68,88072,035-3,155-4%$672.1K$619.9K-$52.2K2026-11-04
Legacy Wealth Asset Management, LLC
INCREASED68,15967,871+288+0%$633.2K$613.4K-$19.8K2026-10-09
CIBC Asset Management Inc
INCREASED64,19460,500+3,694+6%$564.5K$577.7K+$13.3K2026-11-05
Lester Murray Antman dba SimplyRich
NEW63,827—+63,827——$574.4K—2026-11-06
Cardinal Capital Management
INCREASED62,07450,939+11,135+22%$475.3K$558.7K+$83.4K2026-10-21
SmartHarvest Portfolios, LLC
DECREASED57,83794,892-37,055-39%$885.3K$520.5K-$364.8K2026-10-26
TD Waterhouse Canada Inc.
INCREASED56,99113,071+43,920+336%$122.9K$497.1K+$374.2K2026-10-16
Aaron Wealth Advisors LLC
INCREASED55,12354,977+146+0%$512.9K$496.1K-$16.8K2026-10-13
Profund Advisors LLC
INCREASED55,10049,171+5,929+12%$458.8K$495.9K+$37.1K2026-10-29
MGO One Seven LLC
DECREASED54,96968,903-13,934-20%$642.9K$494.7K-$148.1K2026-10-28
Allspring Global Investments Holdings, LLC
INCREASED54,18147,788+6,393+13%$465.0K$473.0K+$8.0K2026-11-04
Ascent Group, LLC
DECREASED52,96976,122-23,153-30%$710.2K$476.7K-$233.5K2026-10-30
MQS Management LLC
INCREASED52,71118,222+34,489+189%$170.0K$474.4K+$304.4K2026-11-06
Cambiar Investors LLC
INCREASED48,93548,486+449+1%$452.4K$440.4K-$12.0K2026-11-04
Keystone Financial Planning, Inc.
DECREASED48,84249,145-303-1%$458.5K$439.6K-$18.9K2026-10-08
Compound Planning, Inc.
INCREASED48,54745,768+2,779+6%$427.0K$436.9K+$9.9K2026-11-09
R Squared Ltd
DECREASED48,50050,307-1,807-4%$469.4K$436.5K-$32.9K2026-11-06
First Affirmative Financial Network
NEW45,744—+45,744——$411.7K—2026-10-21
Legacy Capital Wealth Partners, LLC
DECREASED43,89244,137-245-1%$411.8K$395.0K-$16.8K2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED43,40738,699+4,708+12%$361.1K$390.7K+$29.6K2026-11-05
Central Pacific Bank - Trust Division
DECREASED42,46042,940-480-1%$400.6K$382.1K-$18.5K2026-10-06
MacKenzie Financial Corp
NEW41,874—+41,874——$376.9K—2026-11-02
LSV Asset Management
UNCHANGED41,80041,80000%$390.0K$376.0K-$14.0K2026-11-06
Apollon Wealth Management, LLC
INCREASED41,27620,563+20,713+101%$191.9K$371.5K+$179.6K2026-10-23
Quadrant Capital Group LLC
DECREASED41,12142,567-1,446-3%$397.2K$388.2K-$9.0K2026-10-20
Lido Advisors, LLC
INCREASED39,97438,967+1,007+3%$363.6K$359.8K-$3.8K2026-11-04
Kestra Advisory Services, LLC
INCREASED39,93424,395+15,539+64%$227.6K$359.4K+$131.8K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED38,28731,866+6,421+20%$297.3K$344.6K+$47.3K2026-10-16
Gamma Investing LLC
INCREASED38,21734,810+3,407+10%$324.8K$344.0K+$19.2K2026-10-08
SBI Securities Co., Ltd.
DECREASED37,17137,625-454-1%$351.0K$334.5K-$16.5K2026-10-22
HB Wealth Management, LLC
DECREASED36,795133,227-96,432-72%$1.2M$331.2K-$911.9K2026-10-23
Sanders Morris Harris LLC
NEW36,000—+36,000——$329.2K—2026-10-14
Farther Finance Advisors, LLC
INCREASED34,47231,409+3,063+10%$293.1K$310.2K+$17.2K2026-10-08
Coldstream Capital Management Inc
DECREASED32,40137,192-4,791-13%$347.0K$291.6K-$55.4K2026-11-09
EverSource Wealth Advisors, LLC
DECREASED31,34732,803-1,456-4%$306.0K$282.1K-$23.9K2026-11-04
Diversified Trust Co
UNCHANGED30,79430,79400%$287.3K$277.1K-$10.2K2026-11-06
OpenArc Corporate Advisory, LLC
DECREASED30,15032,099-1,949-6%$299.5K$271.4K-$28.1K2026-10-21
Clearstead Advisors, LLC
INCREASED29,54520,447+9,098+45%$190.8K$265.9K+$75.1K2026-11-06
Defined Wealth Management, LLC
INCREASED29,23929,230+9+0%$272.7K$263.2K-$9.6K2026-10-19
King Luther Capital Management Corp
DECREASED27,64131,334-3,693-12%$292.3K$248.8K-$43.6K2026-11-05
Ascentis Independent Advisors
NEW26,953—+26,953——$242.6K—2026-11-03
Caitong International Asset Management Co., Ltd
NEW26,578—+26,578——$239.2K—2026-10-29
Marks Group Wealth Management, Inc
DECREASED26,53028,009-1,479-5%$261.3K$238.8K-$22.6K2026-11-05
Simplicity Wealth,LLC
DECREASED26,48129,452-2,971-10%$274.8K$238.3K-$36.5K2026-10-23
Brighton Jones LLC
INCREASED26,46424,732+1,732+7%$230.8K$238.2K+$7.4K2026-11-03
Greenspring Advisors, LLC
INCREASED26,21414,121+12,093+86%$131.8K$235.9K+$104.2K2026-11-05
PDS Planning, Inc
DECREASED26,18526,196-110%$244.4K$235.7K-$8.7K2026-11-03
Versant Capital Management, Inc
INCREASED25,48116,968+8,513+50%$158.3K$229.3K+$71.0K2026-10-02
MN Wealth Advisors, LLC
DECREASED25,19526,274-1,079-4%$245.1K$226.8K-$18.4K2026-10-23
Drive Wealth Management, LLC
DECREASED24,04324,972-929-4%$233.0K$216.4K-$16.6K2026-11-09
Diversify Advisory Services, LLC
INCREASED24,02322,312+1,711+8%$221.8K$238.8K+$17.0K2026-10-20
Diversify Wealth Management, LLC
INCREASED24,02322,312+1,711+8%$221.8K$238.8K+$17.0K2026-10-20
May Hill Capital, LLC
INCREASED22,56418,772+3,792+20%$175.1K$203.1K+$27.9K2026-11-03
Lighthouse Financial Services Inc
UNCHANGED22,35522,35500%$210.1K$201.2K-$8.9K2026-11-02
Highland Capital Management, LLC
DECREASED22,07022,545-475-2%$210.3K$198.6K-$11.7K2026-10-26
Thrivent Financial for Lutherans
INCREASED22,03621,945+91+0%$205.0K$195-$204.8K2026-11-05
Rose Capital Advisors LLC
NEW21,905—+21,905——$197.1K—2026-11-04
Oppenheimer & Co Inc
INCREASED21,86021,314+546+3%$198.9K$196.7K-$2.1K2026-10-26
Old National Bancorp
INCREASED21,57120,910+661+3%$195.1K$194.1K-$9512026-10-20
Bailard, Inc.
UNCHANGED20,97920,97900%$195.7K$188.8K-$6.9K2026-10-13
Ariston Services Group
UNCHANGED20,72120,72100%$193.3K$186.5K-$6.8K2026-10-16
TD Private Client Wealth LLC
DECREASED20,48424,576-4,092-17%$229.3K$184.4K-$44.9K2026-10-28
Larry Mathis Financial Planning, LLC
DECREASED20,37721,184-807-4%$197.6K$183.4K-$14.3K2026-10-26
Tepp RIA, LLC
INCREASED20,28011,751+8,529+73%$109.6K$182.5K+$72.9K2026-10-14
Gibbs Wealth Management
INCREASED20,26520,179+86+0%$188.3K$182.4K-$5.9K2026-10-22
Beacon Financial Strategies Corp
UNCHANGED19,88819,88800%$159.5K$154.0K-$5.5K2026-10-14
CenterBook Partners LP
NEW19,857—+19,857——$178.7K—2026-11-02
Acumen Wealth Advisors, LLC
DECREASED19,59220,339-747-4%$189.8K$176.3K-$13.4K2026-11-05
Level Four Advisory Services, LLC
DECREASED19,24021,877-2,637-12%$204.1K$173.2K-$31.0K2026-11-06
D.A. Davidson & Co.
INCREASED18,46215,132+3,330+22%$141.2K$166.2K+$25.0K2026-10-28
Valeo Financial Advisors, LLC
DECREASED18,26719,789-1,522-8%$184.6K$164.4K-$20.2K2026-10-08
Parallel Advisors, LLC
INCREASED18,02616,900+1,126+7%$157.7K$162.2K+$4.6K2026-11-03
Kathmere Capital Management, LLC
INCREASED18,01917,050+969+6%$159.1K$162.2K+$3.1K2026-10-20
Rahlfs Capital, LLC
NEW17,885—+17,885——$277.4K—2026-10-23
Werba Rubin Papier Wealth Management
INCREASED17,71317,592+121+1%$164.1K$159.4K-$4.7K2026-11-06
Personal CFO Solutions, LLC
INCREASED17,39416,434+960+6%$153.3K$156.6K+$3.2K2026-11-06
Capital Investment Advisory Services, LLC
DECREASED17,38917,603-214-1%$164.2K$158.8K-$5.5K2026-10-30
Yoffe Investment Management, LLC
UNCHANGED17,07317,07300%$159.3K$153.7K-$5.6K2026-11-02
VestGen Advisors, LLC
INCREASED16,84814,298+2,550+18%$133.4K$151.6K+$18.2K2026-10-27
Tanager Wealth Management LLP
NEW16,664—+16,664——$150.0K—2026-10-19
Larson Financial Group LLC
DECREASED16,37516,496-121-1%$153.9K$147.4K-$6.5K2026-11-05
Ritholtz Wealth Management
DECREASED16,29718,611-2,314-12%$173.6K$146.7K-$27.0K2026-11-05
Altar Rock LLC
INCREASED15,91414,175+1,739+12%$132.3K$148.3K+$16.1K2026-11-06
Hilltop National Bank
UNCHANGED15,67215,67200%$146.2K$141.0K-$5.2K2026-10-14
J.W. Cole Advisors, Inc.
DECREASED15,37116,668-1,297-8%$155.5K$138.3K-$17.2K2026-11-05
Allen Capital Group, LLC
INCREASED15,14214,712+430+3%$137.3K$136.3K-$9852026-10-27
Sage Rhino Capital LLC
DECREASED15,10515,549-444-3%$145.1K$135.9K-$9.1K2026-10-28
Portside Wealth Group, LLC
DECREASED14,94016,047-1,107-7%$149.7K$134.5K-$15.3K2026-10-20
Verdence Capital Advisors LLC
NEW14,442—+14,442——$130.0K—2026-10-26
Assetmark, Inc
INCREASED14,3847,586+6,798+90%$70.8K$129.5K+$58.7K2026-10-21
StoneX Group Inc.
NEW14,267—+14,267——$129.0K—2026-11-03
Sagespring Wealth Partners, LLC
DECREASED13,93814,537-599-4%$135.6K$125.4K-$10.2K2026-10-22
Triad Wealth Partners, LLC
DECREASED13,84417,425-3,581-21%$170.8K$124.6K-$46.2K2026-10-26
First Horizon Corp
DECREASED13,61420,921-7,307-35%$195.2K$122.5K-$72.7K2026-10-26
Allworth Financial LP
INCREASED13,40512,903+502+4%$117.6K$122.2K+$4.7K2026-11-06
71 West Capital Partners
DECREASED13,17013,380-210-2%$124.8K$118.5K-$6.3K2026-11-04
UMB Bank, n.a.
INCREASED13,00712,835+172+1%$119.8K$117.1K-$2.7K2026-11-06
Abel Hall, LLC
DECREASED12,94613,405-459-3%$125.1K$116.5K-$8.6K2026-10-19
Seed Wealth Management, Inc.
DECREASED12,84026,580-13,740-52%$248.0K$115.6K-$132.4K2026-10-20
Presilium Private Wealth, LLC
NEW12,514—+12,514——$112.6K—2026-10-26
Heritage Family Offices, LLP
DECREASED12,06922,348-10,279-46%$208.5K$108.6K-$99.9K2026-11-02
Cornerstone Wealth Management, LLC
DECREASED11,88711,904-170%$111.1K$107.0K-$4.1K2026-11-04
Perigon Wealth Management, LLC
INCREASED11,56110,544+1,017+10%$98.4K$104.1K+$5.7K2026-10-22
Fiduciary Financial Group, LLC
INCREASED11,35410,429+925+9%$97.3K$102.2K+$4.9K2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED11,15410,926+228+2%$101.9K$100.4K-$1.6K2026-10-27
Procyon Advisors, LLC
INCREASED11,14511,110+35+0%$103.7K$100.3K-$3.4K2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED11,13110,400+731+7%$97.0K$100.2K+$3.2K2026-10-13
Marotta Asset Management
DECREASED10,96411,291-327-3%$106.1K$98.7K-$7.5K2026-10-02
Anchyra Partners LLC
INCREASED10,94310,539+404+4%$98.3K$98.5K+$1582026-10-13
Atala Financial Inc
UNCHANGED10,87110,87100%$101.4K$97.8K-$3.6K2026-10-22
Gryphon Financial Partners LLC
NEW10,714—+10,714——$96.4K—2026-11-04
Fiduciary Alliance LLC
DECREASED10,53611,084-548-5%$103.4K$94.8K-$8.6K2026-10-13
Kestra Private Wealth Services, LLC
NEW10,482—+10,482——$94.3K—2026-11-06
Moors & Cabot, Inc.
DECREASED10,46410,693-229-2%$99.8K$94.2K-$5.6K2026-11-06
McAdam, LLC
INCREASED10,43310,367+66+1%$96.7K$93.9K-$2.8K2026-10-21
AlphaCore Capital LLC
DECREASED10,31116,025-5,714-36%$149.5K$92.8K-$56.7K2026-11-04
Prospera Financial Services Inc
NEW10,255—+10,255——$88.8K—2026-11-04
Indivisible Partners
NEW10,248—+10,248——$92.2K—2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED8,9808,217+763+9%$76.7K$80.8K+$4.2K2026-10-23
Foster Dykema Cabot & Partners, LLC
NEW8,220—+8,220——$74.0K—2026-10-30
Private Trust Co NA
INCREASED8,1437,015+1,128+16%$65.5K$73.3K+$7.8K2026-10-20
Cromwell Holdings LLC
UNCHANGED7,6637,66300%$71.5K$69.0K-$2.5K2026-10-28
Golden State Wealth Management, LLC
INCREASED7,2817,280+1+0%$67.9K$65.5K-$2.4K2026-11-02
Tsfg, LLC
DECREASED7,2007,322-122-2%$68.0K$65.0K-$3.0K2026-10-23
Central Trust Co
DECREASED7,1317,257-126-2%$67.7K$64.2K-$3.5K2026-11-05
Align Financial, LLC
UNCHANGED6,8306,83000%$63.7K$61.5K-$2.3K2026-10-16
Cullen T Bankers, Inc.
INCREASED6,5125,885+627+11%$54.9K$58.6K+$3.7K2026-10-28
Pinnacle Bancorp, Inc.
INCREASED6,2725,794+478+8%$54.1K$56.4K+$2.4K2026-10-21
Silver Grove Financial Group, Inc.
DECREASED5,9926,003-110%$56.0K$53.9K-$2.1K2026-11-05
Mather Group, Llc.
INCREASED5,6325,433+199+4%$50.7K$50.7K-$22026-10-14
IFG Advisory, LLC
DECREASED5,1145,494-380-7%$51.3K$46.0K-$5.2K2026-11-09
First Command Advisory Services, Inc.
INCREASED4,7451,611+3,134+195%$15.0K$42.7K+$27.7K2026-11-05
Washington Trust Advisors, Inc.
UNCHANGED4,5464,54600%$42.4K$40.9K-$1.5K2026-10-22
Parkside Financial Bank & Trust
DECREASED4,4436,233-1,790-29%$58.2K$40.0K-$18.2K2026-10-27
Trust Co of Toledo NA
UNCHANGED3,2003,20000%$29.9K$28.8K-$1.1K2026-10-16
Citizens National Bank Trust Department
UNCHANGED3,0143,01400%$28.1K$27.1K-$9952026-11-04
James T. Borello RIA
DECREASED2,9503,772-822-22%$35.2K$26.6K-$8.6K2026-10-16
Spire Wealth Management
DECREASED2,8034,358-1,555-36%$40.7K$25.2K-$15.4K2026-10-30
Root Financial Partners, LLC
NEW2,772—+2,772——$24.9K—2026-10-21
Key FInancial Inc
INCREASED2,7431,000+1,743+174%$9.3K$24.7K+$15.4K2026-11-02
Proathlete Wealth Management LLC
NEW2,737—+2,737——$24.6K—2026-10-15
Salomon & Ludwin, LLC
DECREASED2,6523,264-612-19%$30.7K$23.9K-$6.8K2026-10-29
Madden Securities Corp
NEW2,600—+2,600——$23.4K—2026-10-27
Barrett & Company, Inc.
INCREASED2,5122,511+1+0%$23.4K$22.6K-$8172026-10-22
City State Bank
UNCHANGED2,4832,48300%$23.2K$22.3K-$8192026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED2,4252,42500%$23$22.0K+$22.0K2026-10-14
Grove Bank & Trust
DECREASED2,2003,009-809-27%$28.1K$19.8K-$8.3K2026-10-08
Bare Financial Services, Inc
INCREASED2,1732,049+124+6%$19.1K$19.6K+$4402026-11-04
Nisa Investment Advisors, LLC
DECREASED2,1022,103-10%$19.6K$18.9K-$7032026-10-20
Montag A & Associates Inc
UNCHANGED2,0002,00000%$18.7K$18.0K-$6602026-10-29
IFP Advisors, Inc
DECREASED1,9453,683-1,738-47%$34.4K$17.5K-$16.9K2026-10-16
Financial Consulate, Inc
INCREASED1,8791,032+847+82%$9.6K$16.9K+$7.3K2026-10-23
Jacobi Capital Management LLC
NEW1,778—+1,778——$16.0K—2026-11-05
Creative Financial Designs Inc
DECREASED1,7291,968-239-12%$18.4K$15.6K-$2.8K2026-11-04
West Branch Capital LLC
UNCHANGED1,7141,71400%$16.0K$15.4K-$5662026-10-20
Quaker Wealth Management, LLC
UNCHANGED1,5921,59200%$14.9K$14.3K-$5262026-10-22
True Wealth Design, LLC
INCREASED1,5661,239+327+26%$11.6K$14.1K+$2.5K2026-10-13
Signature Equity Partners, LLC
INCREASED1,5451,416+129+9%$13.2K$13.9K+$6952026-10-29
CoreCap Advisors, LLC
INCREASED1,5381,408+130+9%$13.1K$13.8K+$7052026-10-08
Hilton Head Capital Partners, LLC
UNCHANGED1,4471,44700%$13.5K$13.0K-$4782026-10-23
Bell Investment Advisors, Inc
INCREASED1,415550+865+157%$5.1K$12.7K+$7.6K2026-10-29
Owl Creek Wealth Partners LLC
DECREASED1,4112,230-819-37%$20.8K$12.7K-$8.1K2026-10-20
Costello Asset Management, Inc
UNCHANGED1,4001,40000%$13.1K$12.6K-$4622026-10-30
Coston, McIsaac & Partners
UNCHANGED1,3721,37200%$12$12.3K+$12.3K2026-11-06
Union Savings Bank
UNCHANGED1,3331,33300%$12.4K$12.0K-$4392026-10-14
Eastern Bank
DECREASED1,2852,235-950-43%$20.9K$11.6K-$9.3K2026-10-05
Independence Bank of Kentucky
UNCHANGED1,2301,23000%$11.5K$11.1K-$4062026-10-26
North Star Investment Management Corp.
UNCHANGED1,1831,18300%$11.0K$10.6K-$3902026-10-27
Gilpin Wealth Management, LLC
NEW1,094—+1,094——$9.8K—2026-10-09
Hanson & Doremus Investment Management
DECREASED1,0401,042-20%$10$9-$12026-10-16
CX Institutional
UNCHANGED1,0401,04000%$10$9-$12026-10-02
Valley National Advisers Inc
UNCHANGED1,0171,01700%$9.5K$9.2K-$3362026-10-23
Geneos Wealth Management Inc.
INCREASED1,005713+292+41%$6.7K$9.0K+$2.4K2026-11-09
Clean Yield Group
UNCHANGED1,0001,00000%$9.3K$9.0K-$3302026-10-28
Guardian Partners Inc.
UNCHANGED1,0001,00000%$9.3K$9.0K-$3302026-10-21
MTM Investment Management, LLC
UNCHANGED98998900%$9.2K$8.9K-$3262026-10-30
MV Capital Management, Inc.
DECREASED973992-19-2%$9.3K$8.8K-$4992026-10-29
Armstrong Advisory Group, Inc
UNCHANGED96296200%$5.0K$4.9K-$1512026-10-09
Ares Financial Consulting, LLC
UNCHANGED96096000%$9.0K$8.6K-$3172026-10-19
Laurel Wealth Advisors LLC
NEW956—+956——$8.6K—2026-10-27
Rothwell Investment Advisors, LLC
NEW951—+951——$8.6K—2026-11-06
Princeton Global Asset Management LLC
UNCHANGED95095000%$8.9K$8.6K-$3142026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED95095000%$8.9K$8.6K-$3142026-10-23
Elevation Wealth Partners, LLC
UNCHANGED92492400%$8.6K$8.3K-$3052026-10-07
Wolff Wiese Magana LLC
UNCHANGED91691600%$8.5K$8.2K-$3032026-10-15
CNB Bank
UNCHANGED91091000%$8.5K$8.2K-$3002026-11-09
Addison Advisors LLC
INCREASED909883+26+3%$8.2K$8.2K-$582026-11-06
JFS Wealth Advisors, LLC
INCREASED908858+50+6%$8.0K$8.2K+$1672026-11-03
Markowski Investments
UNCHANGED90590500%$8.4K$8.1K-$2992026-10-30
Nova Financial LLC
NEW896—+896——$8.1K—2026-11-04
Toth Financial Advisory Corp
INCREASED884705+179+25%$6.6K$8.0K+$1.4K2026-10-08
Lanark Financial, Inc.
UNCHANGED88288200%$8.2K$7.9K-$2912026-10-26
Deutsche Bank Ag\
UNCHANGED85085000%$7.9K$7.7K-$2812026-11-06
Arlington Trust Co LLC
UNCHANGED82082000%$7.7K$7.4K-$2712026-10-20
Westside Investment Management, Inc.
UNCHANGED81881800%$7.6K$7.2K-$4332026-11-02
Physician Wealth Advisors, Inc.
INCREASED801590+211+36%$5.5K$7.2K+$1.7K2026-10-20
Rosenberg Matthew Hamilton
DECREASED8001,095-295-27%$10.2K$7.2K-$3.0K2026-10-05
Ascentis Wealth Management, LLC
NEW751—+751——$6.8K—2026-11-03
DT Investment Partners, LLC
UNCHANGED73073000%$6.8K$6.6K-$2412026-10-27
Rossby Financial, LCC
DECREASED718885-167-19%$8.3K$6.5K-$1.8K2026-11-05
Piscataqua Savings Bank
UNCHANGED68268200%$6.4K$6.1K-$2252026-10-21
Baillie Gifford & Co
NEW660—+660——$5.9K—2026-11-09
Cape Investment Advisory, Inc.
UNCHANGED65065000%$6.1K$5.9K-$2152026-10-13
Cranbrook Wealth Management, LLC
UNCHANGED63663600%$5.9K$5.7K-$2102026-10-28
Financial Perspectives, Inc
UNCHANGED62862800%$5.9K$5.7K-$2082026-11-03
Zions Bancorporation, National Association
DECREASED616898-282-31%$8.4K$5.5K-$2.8K2026-11-06
Motco
UNCHANGED56956900%$5.3K$5.1K-$1882026-11-09
Southern Michigan Bank & Trust
UNCHANGED54054000%$5.0K$4.9K-$1782026-10-19
Bfsg, LLC
NEW536—+536——$4.8K—2026-10-30
Highline Wealth Partners LLC
INCREASED51556+459+820%$522$4.6K+$4.1K2026-10-19
N.E.W. Advisory Services LLC
INCREASED472257+215+84%$2.4K$4.2K+$1.9K2026-11-09
Farmers & Merchants Investments Inc
UNCHANGED45845800%$4.3K$4.1K-$1512026-10-22
Compass Wealth Management LLC
NEW455—+455——$4.1K—2026-10-22
Community Financial Services Group, LLC
UNCHANGED44344300%$4.2K$3.9K-$3012026-10-15
GHP Investment Advisors, Inc.
UNCHANGED44144100%$4.1K$4.0K-$1462026-10-15
Center for Financial Planning, Inc.
NEW438—+438——$3.9K—2026-10-26
West Financial Advisors, LLC
NEW429—+429——$3.9K—2026-10-22
Trust Co of Vermont
INCREASED418400+18+5%$3.7K$3.8K+$302026-10-21
Mascoma Wealth Management LLC
INCREASED41092+318+346%$858$3.7K+$2.8K2026-10-23
Asset Dedication, LLC
DECREASED402695-293-42%$6.5K$3.6K-$2.9K2026-11-03
Brown, Lisle Ings, Inc.
DECREASED393471-78-17%$4.4K$3.5K-$8572026-10-16
Archer Investment Corp
UNCHANGED37037000%$3.5K$3.3K-$1222026-11-05
Birchwood Financial Partners, Inc.
UNCHANGED35535500%$3.3K$3.2K-$1172026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED31631600%$3.0K$2.8K-$1042026-11-02
Retirement Wealth Solutions LLC
DECREASED309385-76-20%$3.6K$2.8K-$8122026-10-07
Advantage Trust Co
UNCHANGED30030000%$2.8K$2.7K-$992026-10-19
CGC Financial Services, LLC
UNCHANGED29329300%$2.7K$2.6K-$972026-10-13
Bullock Wealth Management Group
UNCHANGED28328300%$2.7K$2.5K-$1922026-10-09
Accordant Advisory Group Inc
UNCHANGED28028000%$2.6K$2.5K-$932026-10-29
Mosley Wealth Management
INCREASED277275+2+1%$2.6K$2.8K+$1842026-10-16
First Pacific Financial
INCREASED265263+2+1%$2.5K$2.4K-$702026-10-14
Navigoe, LLC
UNCHANGED23323300%$2$2$02026-11-04
American Capital Advisory, LLC
UNCHANGED21921900%$2.0K$2.0K-$732026-10-28
Boyd Watterson Asset Management LLC
UNCHANGED21121100%$2.0K$1.9K-$702026-11-06
Carolina Wealth Advisors, LLC
NEW209—+209——$1.9K—2026-10-23
Bank of New Hampshire
NEW200—+200——$1.8K—2026-10-06
Evolution Wealth Management Inc.
NEW174—+174——$1.6K—2026-10-28
Bank & Trust Co
UNCHANGED16316300%$1.5K$1.5K-$542026-10-07
Plante Moran Financial Advisors, LLC
INCREASED15964+95+148%$597$1.4K+$8342026-11-04
Burk Holdings LLC
UNCHANGED15515500%$1.4K$1.4K-$512026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED14614600%$1.4K$1.3K-$482026-10-28
Pacific Center for Financial Services
UNCHANGED14414400%$1.3K$1.3K-$482026-10-15
Nfsg Corp
UNCHANGED12612600%$1.2K$1.1K-$422026-10-15
Planning Strategies Inc.
DECREASED124200-76-38%$1.9K$1.1K-$7502026-10-02
Cassaday & Co Wealth Management LLC
DECREASED117156-39-25%$1.5K$1.1K-$4032026-10-27
Cherry Tree Wealth Management, LLC
UNCHANGED11111100%$1.0K$999-$372026-10-15
Yankcom Partnership
DECREASED108210-102-49%$2.0K$972-$9882026-10-15
Aspect Partners, LLC
UNCHANGED10010000%$933$900-$332026-10-20
Towne Trust Company, N.a
UNCHANGED10010000%$933$900-$332026-10-28
Harbor Investment Advisory, LLC
UNCHANGED10010000%$933$900-$332026-10-13
Pflug Koory, LLC
UNCHANGED10010000%$933$900-$332026-10-26
Peoples Financial Services Corp.
UNCHANGED10010000%$933$900-$332026-10-20
Oakworth Capital, Inc.
UNCHANGED10010000%$933$900-$332026-10-26
Meramec Financial Planners, LLC
UNCHANGED10010000%$994$914-$802026-11-09
Buck Wealth Strategies, LLC
UNCHANGED999900%$924$891-$332026-10-28
Downshift Financial, LLC
UNCHANGED858500%$793$765-$282026-10-13
Elevated Capital Advisors, LLC
UNCHANGED787800%$728$702-$262026-11-04
Nemes Rush Group LLC
UNCHANGED787800%$728$702-$262026-11-04
Kelleher Financial Advisors
DECREASED74148-74-50%$1.4K$666-$7152026-10-30
WPG Advisers, LLC
UNCHANGED707000%$653$630-$232026-10-27
Canton Hathaway, LLC
NEW69—+69——$621—2026-10-23
Monetary Solutions, Ltd
INCREASED6331+32+103%$289$567+$2782026-10-22
Nvest Wealth Strategies, Inc.
UNCHANGED606000%$560$540-$202026-10-14
GGM Financial LLC
NEW58—+58——$522—2026-11-05
Prudent Man Investment Management, Inc.
UNCHANGED505000%$506$450-$562026-11-03
Hoey Investments, Inc
UNCHANGED464600%$430$414-$162026-10-29
Holos Integrated Wealth LLC
UNCHANGED404000%$394$406+$122026-10-23
Strive Financial Group,LLC
UNCHANGED393900%$364$351-$132026-11-09
Trust Co
DECREASED37308-271-88%$2.9K$333-$2.5K2026-10-09
Fairman Group, LLC
UNCHANGED252500%$233$225-$82026-10-26
Triumph Capital Management
UNCHANGED181800%$168$162-$62026-10-14
Lloyd Advisory Services, Llc.
INCREASED1311+2+18%$103$113+$102026-11-02
Bayban
UNCHANGED8800%$75$75$02026-11-05
Darwin Wealth Management, LLC
INCREASED75+2+40%$54$66+$122026-11-09
Private Wealth Management Group, LLC
UNCHANGED3300%$28$27-$12026-10-19
Latitude Advisors, LLC
NEW1—+1——$7—2026-10-27
Essential Partners LLC
UNCHANGED1100%$9$9$02026-10-14
Squarepoint Ops LLC
CLOSED0127,143-127,143-100%$1.2M$0-$1.2M2026-11-09
Confluence Investment Management LLC
CLOSED0106,258-106,258-100%$991.4K$0-$991.4K2026-10-01
American Assets Investment Management, LLC
CLOSED0100,000-100,000-100%$933.0K$0-$933.0K2026-10-30
Simplex Trading, LLC
CLOSED038,857-38,857-100%$362.5K$0-$362.5K2026-11-04
Arlington Partners LLC
CLOSED029,826-29,826-100%$278.3K$0-$278.3K2026-10-20
Resonant Capital Advisors, LLC
CLOSED024,376-24,376-100%$227.4K$0-$227.4K2026-10-15
Pacific Excel Wealth Advisors, Inc.
CLOSED022,348-22,348-100%$208.5K$0-$208.5K2026-10-27
South Shore Capital Advisors
CLOSED020,157-20,157-100%$188.1K$0-$188.1K2026-10-20
Riverbridge Partners LLC
CLOSED017,477-17,477-100%$163.1K$0-$163.1K2026-11-05
Mission Wealth Management, LP
CLOSED014,194-14,194-100%$132.4K$0-$132.4K2026-10-15
Flagship Harbor Advisors, LLC
CLOSED013,415-13,415-100%$125.2K$0-$125.2K2026-10-26
Prospect Financial Group LLC
CLOSED012,479-12,479-100%$116.4K$0-$116.4K2026-11-05
Ballew Advisors, Inc
CLOSED012,413-12,413-100%$121.9K$0-$121.9K2026-10-05
Nicholas Hoffman & Company, Llc.
CLOSED011,732-11,732-100%$109.5K$0-$109.5K2026-10-30
HUB Investment Partners, LLC
CLOSED010,941-10,941-100%$102.1K$0-$102.1K2026-11-03
Modera Wealth Management, LLC
CLOSED010,571-10,571-100%$98.6K$0-$98.6K2026-10-28
Salem Investment Counselors Inc
CLOSED09,114-9,114-100%$85.0K$0-$85.0K2026-10-13
AdvisorNet Financial, Inc
CLOSED06,006-6,006-100%$56.0K$0-$56.0K2026-10-15
Institute for Wealth Management, Llc.
CLOSED01,944-1,944-100%$18.1K$0-$18.1K2026-11-06
Cornerstone Planning Group LLC
CLOSED01,704-1,704-100%$16.8K$0-$16.8K2026-10-16
Bay Harbor Wealth Management, LLC
CLOSED01,000-1,000-100%$9.3K$0-$9.3K2026-11-03
Mcdonald Partners LLC
CLOSED0750-750-100%$7.0K$0-$7.0K2026-11-03
Evermay Wealth Management LLC
CLOSED0619-619-100%$5.8K$0-$5.8K2026-11-05
MCF Advisors LLC
CLOSED0480-480-100%$4.5K$0-$4.5K2026-10-28
Stone House Investment Management, LLC
CLOSED0450-450-100%$4.2K$0-$4.2K2026-10-23
Union Bancaire Privee, UBP SA
CLOSED0250-250-100%$2.0K$0-$2.0K2026-11-04
Beacon Investment Advisory Services, Inc.
CLOSED0229-229-100%$2.1K$0-$2.1K2026-10-13
Harbor Asset Planning, Inc.
CLOSED0200-200-100%$1.9K$0-$1.9K2026-10-23
Strategic Wealth Advisors LLC
CLOSED0150-150-100%$1$0-$12026-11-06
Whipplewood Advisors, LLC
CLOSED0147-147-100%$1.4K$0-$1.4K2026-10-20
Avion Wealth
CLOSED0100-100-100%$0$0$02026-11-04
First United Bank & Trust
CLOSED070-70-100%$653$0-$6532026-10-22
Commonwealth Retirement Investments LLC
CLOSED066-66-100%$616$0-$6162026-10-26
Tounjian Advisory Partners, LLC
UNCHANGED000—$5$4-$12026-11-04
Dodge & COX
N/A—149,934,507-149,934,507-100%$1.4B———
FMR LLC
N/A—120,991,250-120,991,250-100%$1.1B———
Clearbridge Investments, LLC
N/A—32,342,126-32,342,126-100%$301.8M———
Morgan Stanley
N/A—19,461,762-19,461,762-100%$181.6M———
Harris Associates L P
N/A—16,833,252-16,833,252-100%$157.1M———
Harding Loevner LP
N/A—15,414,796-15,414,796-100%$147.8M———
Nuveen, LLC
N/A—15,332,859-15,332,859-100%$143.1M———
Arrowstreet Capital, Limited Partnership
N/A—14,181,817-14,181,817-100%$132.3M———
Bank of America Corp
N/A—10,850,097-10,850,097-100%$101.2M———
JPMorgan Chase & Co
N/A—10,824,395-10,824,395-100%$101.0M———
Point72 Asset Management, L.P.
N/A—9,264,255-9,264,255-100%$86.4M———
Raymond James Financial Inc
N/A—7,278,875-7,278,875-100%$67.9M———
Norges Bank
N/A—7,175,000-7,175,000-100%$66.9M———
Jones Financial Companies Lllp
N/A—7,116,095-7,116,095-100%$65.8M———
Aristotle Capital Management, LLC
N/A—7,090,436-7,090,436-100%$66.2M———
Natixis Advisors, LLC
N/A—6,652,349-6,652,349-100%$62.1M———
Envestnet Asset Management Inc
N/A—6,276,154-6,276,154-100%$58.6M———
Goldman Sachs Group Inc
N/A—5,394,442-5,394,442-100%$50.3M———
Wells Fargo & Company
N/A—4,924,330-4,924,330-100%$45.9M———
Voloridge Investment Management, LLC
N/A—4,783,989-4,783,989-100%$44.6M———
First Eagle Investment Management, LLC
N/A—4,224,856-4,224,856-100%$39.4M———
BlackRock, Inc.
N/A—3,977,539-3,977,539-100%$37.1M———
Northern Trust Corp
N/A—3,965,011-3,965,011-100%$37.0M———
CIBC Bancorp USA Inc.
N/A—3,856,063-3,856,063-100%$36.0M———
Jane Street Group, LLC
N/A—3,669,116-3,669,116-100%$34.2M———
Royal Bank of Canada
N/A—3,385,489-3,385,489-100%$31.6M———
Wellington Management Group LLP
N/A—3,273,583-3,273,583-100%$30.5M———
Van Eck Associates Corp
N/A—3,095,451-3,095,451-100%$28.9M———
WCM Investment Management, LLC
N/A—2,623,246-2,623,246-100%$24.5M———
Stifel Financial Corp
N/A—2,604,559-2,604,559-100%$24.3M———
D. E. Shaw & Co., Inc.
N/A—2,525,293-2,525,293-100%$23.6M———
Goodman Financial Corp
N/A—1,803,127-1,803,127-100%$16.8M———
Night Squared LP
N/A—1,726,555-1,726,555-100%$16.1M———
Clark Estates Inc
N/A—1,700,000-1,700,000-100%$15.9M———
Citadel Advisors LLC
N/A—1,663,132-1,663,132-100%$15.5M———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,562,134-1,562,134-100%$14.6M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—1,486,022-1,486,022-100%$13.9M———
Franklin Resources Inc
N/A—1,295,541-1,295,541-100%$12.1M———
Janney Montgomery Scott LLC
N/A—1,254,616-1,254,616-100%$11.7M———
Quantinno Capital Management LP
N/A—1,151,189-1,151,189-100%$10.7M———
UBS Group AG
N/A—1,124,074-1,124,074-100%$10.5M———
Manufacturers Life Insurance Company, the
N/A—1,101,870-1,101,870-100%$10.3M———
Capital Fund Management S.A.
N/A—1,054,437-1,054,437-100%$9.8M———
American Century Companies Inc
N/A—992,921-992,921-100%$9.3M———
Massachusetts Financial Services Co
N/A—957,121-957,121-100%$8.9M———
Millennium Management LLC
N/A—932,186-932,186-100%$8.7M———
Public Employees Retirement System of Ohio
N/A—773,503-773,503-100%$7.2M———
Mariner, LLC
N/A—771,516-771,516-100%$7.2M———
Tudor Investment Corp ET AL
N/A—762,877-762,877-100%$7.1M———
SEI Investments Co
N/A—757,480-757,480-100%$7.1M———
Callan Family Office, LLC
N/A—705,978-705,978-100%$6.6M———
Charles Schwab Investment Management Inc
N/A—702,611-702,611-100%$6.6M———
HRT Financial LP
N/A—682,281-682,281-100%$6.4M———
Neuberger Berman Group LLC
N/A—677,951-677,951-100%$6.3M———
Darwins River Capital, LP
N/A—676,329-676,329-100%$6.3M———
UBS Asset Management Americas LLC
N/A—663,207-663,207-100%$6.2M———
Quadrature Capital Ltd
N/A—509,864-509,864-100%$4.8M———
Scharf Investments, LLC
N/A—485,251-485,251-100%$4.5M———
Orion Porfolio Solutions, LLC
N/A—478,177-478,177-100%$4.5M———
Pinnacle Financial Partners, Inc.
N/A—443,519-443,519-100%$4.1M———
Cerity Partners LLC
N/A—443,467-443,467-100%$4.1M———
Bridgewater Associates, LP
N/A—403,127-403,127-100%$3.8M———
Tidal Investments LLC
N/A—390,259-390,259-100%$3.6M———
QRG Capital Management, Inc.
N/A—383,552-383,552-100%$3.6M———
2Xideas AG
N/A—370,389-370,389-100%$1.7M———
Schonfeld Strategic Advisors LLC
N/A—363,872-363,872-100%$3.4M———
AQR Capital Management LLC
N/A—342,734-342,734-100%$3.2M———
Sanctuary Advisors, LLC
N/A—340,028-340,028-100%$3.2M———
Vestmark Advisory Solutions, Inc.
N/A—314,017-314,017-100%$2.9M———
LGT Group Foundation
N/A—307,275-307,275-100%$2.9M———
Manning & Napier Advisors LLC
N/A—300,561-300,561-100%$2.8M———
Benjamin Edwards Inc
N/A—280,008-280,008-100%$2.6M———
Horizon Investments, LLC
N/A—274,831-274,831-100%$2.6M———
Captrust Financial Advisors
N/A—263,202-263,202-100%$2.5M———
Mercer Global Advisors Inc
N/A—259,261-259,261-100%$2.4M———
Cetera Investment Advisers
N/A—241,966-241,966-100%$2.3M———
Focus Partners Wealth
N/A—221,287-221,287-100%$2.1M———
Ameriprise Financial Inc
N/A—215,694-215,694-100%$2.0M———
Vident Advisory, LLC
N/A—214,226-214,226-100%$2.0M———
O'shaughnessy Asset Management, LLC
N/A—208,336-208,336-100%$1.9M———
Engineers Gate Manager LP
N/A—200,344-200,344-100%$1.9M———
1832 Asset Management L.P.
N/A—197,025-197,025-100%$1.8M———
Silvercrest Asset Management Group LLC
N/A—192,126-192,126-100%$1.8M———
Altshuler Shaham Ltd
N/A—187,252-187,252-100%$1.7M———
Milford Funds LTD
N/A—180,000-180,000-100%$1.7M———
Pathstone Holdings, LLC
N/A—178,766-178,766-100%$1.7M———
Acadian Asset Management LLC
N/A—176,742-176,742-100%$1.6M———
Vanguard Personalized Indexing Management, LLC
N/A—174,951-174,951-100%$1.6M———
First Trust Advisors LP
N/A—167,556-167,556-100%$1.6M———
HighTower Advisors, LLC
N/A—150,877-150,877-100%$1.4M———
Principal Securities, Inc.
N/A—148,878-148,878-100%$1.4M———
Osaic Holdings, Inc.
N/A—142,972-142,972-100%$1.3M———
MML Investors Services, LLC
N/A—138,185-138,185-100%$1.3M———
NewEdge Advisors, LLC
N/A—133,508-133,508-100%$1.2M———
Laird Norton Wetherby Trust Company, LLC
N/A—126,415-126,415-100%$1.2M———
Havemeyer Place LP
N/A—124,409-124,409-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—122,399-122,399-100%$1.1M———
Guggenheim Capital LLC
N/A—111,972-111,972-100%$1.0M———
Stephens Inc
N/A—101,287-101,287-100%$945.0K———
ExodusPoint Capital Management, LP
N/A—98,433-98,433-100%$918.4K———
Marshall Wace, LLP
N/A—86,582-86,582-100%$807.8K———
XTX Topco Ltd
N/A—84,547-84,547-100%$788.8K———
NewEdge Wealth, LLC
N/A—84,393-84,393-100%$787.4K———
Flow Traders U.S. LLC
N/A—83,938-83,938-100%$783.0K———
Two Sigma Investments, LP
N/A—83,638-83,638-100%$780.3K———
Arax Advisory Partners
N/A—81,966-81,966-100%$762.5K———
Arkadios Wealth Advisors
N/A—79,806-79,806-100%$744.6K———
Brown Advisory Inc
N/A—79,244-79,244-100%$739.3K———
M&T Bank Corp
N/A—78,524-78,524-100%$732.5K———
IEQ Capital, LLC
N/A—72,543-72,543-100%$676.8K———
Naviter Wealth, LLC
N/A—72,071-72,071-100%$672.4K———
Future Fund LLC
N/A—70,144-70,144-100%$654.4K———
EntryPoint Capital, LLC
N/A—69,665-69,665-100%$650.0K———
One Wealth Advisors, LLC
N/A—66,077-66,077-100%$616.5K———
Syon Capital LLC
N/A—65,427-65,427-100%$610.4K———
Glenmede Trust Co NA
N/A—63,613-63,613-100%$593.5K———
Argent Trust Co
N/A—63,215-63,215-100%$589.8K———
Transcend Capital Advisors, LLC
N/A—61,251-61,251-100%$571.5K———
Fiduciary Trust Co
N/A—60,765-60,765-100%$566.9K———
&partners
N/A—59,800-59,800-100%$557.9K———
Alliancebernstein L.P.
N/A—59,667-59,667-100%$597.3K———
Dynasty Wealth Management, LLC
N/A—59,656-59,656-100%$556.6K———
Waverly Advisors, LLC
N/A—58,722-58,722-100%$547.9K———
Kahn Brothers Group Inc
N/A—58,341-58,341-100%$544.3K———
Sequoia Financial Advisors, LLC
N/A—56,182-56,182-100%$520.8K———
Graham Capital Management, L.P.
N/A—55,057-55,057-100%$513.7K———
Summitry LLC
N/A—54,132-54,132-100%$505.1K———
Blueshift Asset Management, LLC
N/A—53,842-53,842-100%$502.3K———
Winton Group Ltd
N/A—53,000-53,000-100%$494.5K———
Fortress Private Ledger, LLC
N/A—52,974-52,974-100%$494.2K———
NorthRock Partners, LLC
N/A—52,244-52,244-100%$487.4K———
Rhumbline Advisers
N/A—51,017-51,017-100%$476.0K———
Blair William & Co
N/A—48,903-48,903-100%$456.3K———
Caprock Group, LLC
N/A—48,140-48,140-100%$449.2K———
WealthTrust Axiom LLC
N/A—46,927-46,927-100%$437.8K———
Summit Trail Advisors, LLC
N/A—46,539-46,539-100%$434.2K———
Aimz Investment Advisors, LLC
N/A—46,428-46,428-100%$433.2K———
Peapack Gladstone Financial Corp
N/A—40,722-40,722-100%$380.0K———
Bleakley Financial Group, LLC
N/A—40,539-40,539-100%$378.2K———
Insigneo Advisory Services, LLC
N/A—39,604-39,604-100%$369.5K———
Aspen Grove Capital, LLC
N/A—39,180-39,180-100%$365.6K———
United Capital Financial Advisors, LLC
N/A—38,318-38,318-100%$357.5K———
Advisors Preferred, LLC
N/A—36,961-36,961-100%$363.0K———
Auxier Asset Management LLC
N/A—36,442-36,442-100%$340.0K———
Meadowbrook Advisors Group, LLC
N/A—36,003-36,003-100%$335.9K———
Advisory Services Network, LLC
N/A—34,165-34,165-100%$318.8K———
Envestnet Portfolio Solutions, Inc.
N/A—33,899-33,899-100%$316.3K———
Ballentine Partners, LLC
N/A—33,797-33,797-100%$315.3K———
Smartleaf Asset Management LLC
N/A—33,747-33,747-100%$314.9K———
Rehmann Capital Advisory Group
N/A—33,176-33,176-100%$309.5K———
Martin Investment Management, LLC
N/A—33,170-33,170-100%$309.5K———
Private Advisor Group, LLC
N/A—29,818-29,818-100%$278.2K———
MAI Capital Management
N/A—29,413-29,413-100%$274.4K———
Lafayette Investments, Inc.
N/A—28,804-28,804-100%$268.7K———
Northwestern Mutual Wealth Management Co
N/A—28,683-28,683-100%$267.6K———
Baird Financial Group, Inc.
N/A—28,551-28,551-100%$266.4K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—28,464-28,464-100%$265.6K———
State Street Corp
N/A—28,414-28,414-100%$265.1K———
Magnetar Financial LLC
N/A—28,201-28,201-100%$263.1K———
Kintra Wealth, LLC
N/A—28,145-28,145-100%$275.8K———
Beacon Pointe Advisors, LLC
N/A—27,933-27,933-100%$260.6K———
Steward Partners Investment Advisory, LLC
N/A—27,398-27,398-100%$255.6K———
Global Retirement Partners, LLC
N/A—25,690-25,690-100%$239.7K———
Equitable Holdings, Inc.
N/A—25,321-25,321-100%$236.2K———
EP Wealth Advisors, LLC
N/A—24,572-24,572-100%$229.3K———
Haverford Trust Co
N/A—24,485-24,485-100%$228.4K———
Bessemer Group Inc
N/A—24,474-24,474-100%$216.0K———
Ingalls & Snyder LLC
N/A—23,961-23,961-100%$224.0K———
Dorsey & Whitney Trust Co LLC
N/A—23,801-23,801-100%$222.1K———
OneDigital Investment Advisors LLC
N/A—22,327-22,327-100%$208.3K———
Modern Wealth Management, LLC
N/A—22,115-22,115-100%$206.3K———
Independent Advisor Alliance
N/A—22,091-22,091-100%$206.1K———
BFC Planning, Inc.
N/A—21,640-21,640-100%$201.9K———
Fielder Capital Group LLC
N/A—21,277-21,277-100%$198.5K———
Keystone Financial Group
N/A—20,690-20,690-100%$193.0K———
Rexford Capital Inc
N/A—20,524-20,524-100%$191.5K———
Aptus Capital Advisors, LLC
N/A—20,330-20,330-100%$189.7K———
Commerce Bank
N/A—20,213-20,213-100%$188.6K———
Frec Markets, Inc.
N/A—20,035-20,035-100%$186.9K———
Quotient Wealth Partners, LLC
N/A—19,935-19,935-100%$186.0K———
New Republic Capital, LLC
N/A—19,296-19,296-100%$180.0K———
Aviso Financial Inc.
N/A—18,985-18,985-100%$177.1K———
Invesco Ltd.
N/A—18,708-18,708-100%$174.5K———
Ameritas Advisory Services, LLC
N/A—18,641-18,641-100%$173.9K———
PFG Investments, LLC
N/A—18,560-18,560-100%$173.2K———
West Family Investments, Inc.
N/A—18,226-18,226-100%$170.0K———
Snowden Capital Advisors LLC
N/A—17,835-17,835-100%$166.4K———
Dimension Capital Management LLC
N/A—17,698-17,698-100%$165.1K———
Integrated Wealth Concepts LLC
N/A—17,170-17,170-100%$160.2K———
Keel Point, LLC
N/A—16,985-16,985-100%$158.5K———
AE Wealth Management LLC
N/A—16,380-16,380-100%$152.8K———
Brown Brothers Harriman & Co
N/A—16,242-16,242-100%$151.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—16,194-16,194-100%$151.1K———
Choate Investment Advisors
N/A—15,821-15,821-100%$147.6K———
First National Bank of Omaha
N/A—15,598-15,598-100%$145.5K———
Seeds Investor LLC
N/A—15,583-15,583-100%$145.4K———
Dynamic Technology Lab Private Ltd
N/A—15,339-15,339-100%$143.0K———
Cardiff Park Advisors, LLC
N/A—14,725-14,725-100%$137.4K———
Pitcairn Wealth Advisors LLC
N/A—14,615-14,615-100%$136.4K———
Composition Wealth, LLC
N/A—14,560-14,560-100%$135.8K———
Wrapmanager Inc
N/A—14,273-14,273-100%$133.2K———
Pure Financial Advisors, LLC
N/A—14,133-14,133-100%$131.9K———
EWA, LLC
N/A—14,110-14,110-100%$131.6K———
Susquehanna International Group, LLP
N/A—13,815-13,815-100%$128.9K———
GTS Securities LLC
N/A—13,807-13,807-100%$128.8K———
Drucker Wealth 3.0, LLC
N/A—13,520-13,520-100%$126.1K———
Checchi Capital Advisers, LLC
N/A—13,513-13,513-100%$126.1K———
Gabelli Funds LLC
N/A—13,000-13,000-100%$121.3K———
Prosperity Consulting Group, LLC
N/A—12,823-12,823-100%$119.6K———
IHT Wealth Management, LLC
N/A—12,495-12,495-100%$116.6K———
Horizon Kinetics Asset Management LLC
N/A—12,434-12,434-100%$116.0K———
Federation des caisses Desjardins du Quebec
N/A—12,379-12,379-100%$115.4K———
Kingsview Wealth Management, LLC
N/A—12,302-12,302-100%$114.8K———
Hancock Whitney Corp
N/A—12,259-12,259-100%$114.4K———
Calydon Capital
N/A—12,140-12,140-100%$113.3K———
Keebeck Wealth Management
N/A—12,089-12,089-100%$112.8K———
Lazard Asset Management LLC
N/A—12,000-12,000-100%$112.0K———
PCM Encore, LLC
N/A—11,883-11,883-100%$110.9K———
Wallace Capital Management Inc.
N/A—11,836-11,836-100%$110.4K———
Evolve Private Wealth, LLC
N/A—11,773-11,773-100%$109.8K———
Holistic Financial Partners
N/A—11,238-11,238-100%$104.9K———
Aureus Asset Management, LLC
N/A—11,001-11,001-100%$102.6K———
Legacy Wealth Advisors, LLC
N/A—10,943-10,943-100%$102.1K———
HSBC Holdings PLC
N/A—10,719-10,719-100%$100.0K———
Savvy Advisors, Inc.
N/A—10,719-10,719-100%$100.0K———
Resurgent Financial Advisors LLC
N/A—10,622-10,622-100%$99.1K———
Park Place Capital Corp
N/A—10,562-10,562-100%$98.5K———
Tower Research Capital LLC (TRC)
N/A—10,324-10,324-100%$96.3K———
Aigen Investment Management, LP
N/A—10,318-10,318-100%$96.3K———
Stratos Wealth Partners, Ltd.
N/A—10,278-10,278-100%$95.9K———
Wealthspire Advisors, LLC
N/A—10,230-10,230-100%$95.4K———
McMillan Office, Inc.
N/A—9,055-9,055-100%$84.5K———
National Bank of Canada
N/A—6,182-6,182-100%$57.6K———
Harbour Investments, Inc.
N/A—6,094-6,094-100%$56.9K———
Elequin Capital, LP
N/A—5,397-5,397-100%$50.4K———
FIL Ltd
N/A—4,582-4,582-100%$42.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,293-4,293-100%$40.1K———
Transamerica Financial Advisors, LLC
N/A—4,174-4,174-100%$38.9K———
Basecamp Wealth Advisors LLC
N/A—4,079-4,079-100%$38.1K———
GW&K Investment Management, LLC
N/A—3,796-3,796-100%$35———
Atlantic Union Bankshares Corp
N/A—3,724-3,724-100%$34.7K———
Rothschild Investment LLC
N/A—3,287-3,287-100%$30.7K———
EFG International AG
N/A—2,954-2,954-100%$27.6K———
Vision Retirement, LLC
N/A—2,426-2,426-100%$22.6K———
PIN OAK Investment Advisors Inc
N/A—2,408-2,408-100%$22———
Colonial Trust Co / SC
N/A—2,290-2,290-100%$21.4K———
Tiaa Wealth Investment Management LLC
N/A—2,238-2,238-100%$20.9K———
Bogart Wealth, LLC
N/A—2,235-2,235-100%$20.9K———
Atlas Capital Advisors Inc.
N/A—2,069-2,069-100%$19.3K———
Graney & King, LLC
N/A—2,031-2,031-100%$18.9K———
Measured Wealth Private Client Group, LLC
N/A—1,997-1,997-100%$18.6K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—1,882-1,882-100%$17.6K———
Smithfield Trust Co
N/A—1,727-1,727-100%$16.0K———
Ancora Advisors LLCA
N/A—1,710-1,710-100%$16.0K———
Glen Eagle Advisors, LLC
N/A—1,685-1,685-100%$15.7K———
Philadelphia Investment Partners, LLC
N/A—1,662-1,662-100%$15.5K———
Providence Capital Advisors, LLC
N/A—1,292-1,292-100%$12.1K———
Bruce G. Allen Investments, LLC
N/A—1,267-1,267-100%$11.8K———
Fiduciary Financial Advisors
N/A—1,197-1,197-100%$11.2K———
Roble, Belko & Company, Inc
N/A—1,177-1,177-100%$11.0K———
Bartlett & Co. Wealth Management LLC
N/A—1,097-1,097-100%$10.2K———
IMA Advisory Services, Inc.
N/A—1,076-1,076-100%$10.0K———
Continuum Advisory, LLC
N/A—1,035-1,035-100%$9.7K———
Altrinsic Global Advisors LLC
N/A—1,007-1,007-100%$9.4K———
PlanVest Financial, Inc
N/A—980-980-100%$9.1K———
Evelyn Partners Group Ltd
N/A—971-971-100%$9.1K———
Caldwell Sutter Capital, Inc.
N/A—968-968-100%$9.0K———
SHP Wealth Management
N/A—913-913-100%$8.5K———
Napier Financial, LLC
N/A—910-910-100%$8.5K———
Security National Bank of SO DAK
N/A—910-910-100%$8.5K———
VSM Wealth Advisory, LLC
N/A—800-800-100%$7.5K———
Vanguard National Trust Co
N/A—738-738-100%$6.9K———
Sittner & Nelson, LLC
N/A—681-681-100%$6.4K———
MidFirst Bank
N/A—597-597-100%$5.6K———
Millstone Evans Group, LLC
N/A—592-592-100%$5.5K———
Strategic Wealth Partners, Ltd.
N/A—536-536-100%$5.0K———
Colonial Trust Advisors
N/A—519-519-100%$4.8K———
Aberdeen Wealth Management LLC
N/A—500-500-100%$4.7K———
Medallion Wealth Advisors, LLC
N/A—460-460-100%$4.3K———
BNP Paribas Financial Markets
N/A—445-445-100%$4.2K———
Huntington National Bank
N/A—422-422-100%$3.9K———
Anchor Investment Management, LLC
N/A—400-400-100%$3.7K———
Broadwater Capital Management LLC
N/A—375-375-100%$3.5K———
Cornerstone Financial Management LLC
N/A—373-373-100%$3.5K———
Raffa Wealth Management, LLC
N/A—368-368-100%$3.4K———
BOK Financial Private Wealth, Inc.
N/A—359-359-100%$3.4K———
Webster Bank, N. A.
N/A—348-348-100%$3.2K———
ST Germain D J Co Inc
N/A—348-348-100%$3.2K———
WealthCollab, LLC
N/A—300-300-100%$2.8K———
HM Payson & Co
N/A—300-300-100%$2.8K———
Truvestments Capital LLC
N/A—291-291-100%$2.7K———
Beaird Harris Wealth Management, LLC
N/A—282-282-100%$2.6K———
Kilter Group LLC
N/A—271-271-100%$2.5K———
Synergy Investment Management, LLC
N/A—267-267-100%$2.7K———
Capital Analysts, LLC
N/A—253-253-100%$2———
Private Wealth Asset Management, LLC
N/A—230-230-100%$2.1K———
HighMark Wealth Management LLC
N/A—207-207-100%$1.9K———
Godfrey Financial Associates, Inc.
N/A—207-207-100%$1.9K———
Oakmont Advisory Group, LLC
N/A—205-205-100%$1.9K———
SOA Wealth Advisors, Llc.
N/A—200-200-100%$1.9K———
Chesapeake Asset Management LLC
N/A—190-190-100%$1.8K———
Aventura Private Wealth, LLC
N/A—172-172-100%$1.6K———
Ameriflex Group, Inc.
N/A—161-161-100%$1.5K———
Hollencrest Capital Management
N/A—147-147-100%$1.4K———
TD Capital Management LLC
N/A—142-142-100%$1.3K———
Corsicana & Co.
N/A—125-125-100%$1.2K———
CVA Family Office, LLC
N/A—114-114-100%$1.1K———
Nalls Sherbakoff Group, LLC
N/A—113-113-100%$1.1K———
Logan Capital Management Inc
N/A—101-101-100%$942———
Prestige Wealth Management Group LLC
N/A—100-100-100%$933———
Security National Bank of Sioux City Iowa
N/A—100-100-100%$933———
Walsh & Associates, LLC
N/A—100-100-100%$934———
LRI Investments, LLC
N/A—78-78-100%$728———
Centennial Bank
N/A—71-71-100%$662———
HHM Wealth Advisors, LLC
N/A—59-59-100%$551———
Highland Investment Advisors LLC
N/A—41-41-100%$383———
Operose Advisors LLC
N/A—34-34-100%$317———
Keating Financial Advisory Services, Inc.
N/A—30-30-100%$280———
Price T Rowe Associates Inc
N/A—15-15-100%$1———
Morse Asset Management, Inc
N/A—1-1-100%$9———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 690 of 690 institutions