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Home Depot Inc (HD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares7,781,536 from 7,875,115
Change-93,579 (-1%)
Value$2.2B (-$563.6M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares5,503,522 from 5,470,070
Change+33,452 (+1%)
Value$1.6B (-$363.3M)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares2,993,754 from 3,163,734
Change-169,980 (-5%)
Value$851.7M (-$264.1M)
Filed 2026-11-06
Assenagon Asset Management S.A.
INCREASED
Shares2,707,961 from 362,225
Change+2,345,736 (+648%)
Value$770.4M (+$642.6M)
Filed 2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares2,694,909 from 2,541,157
Change+153,752 (+6%)
Value$766.7M (-$129.5M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares2,332,548 from 2,372,777
Change-40,229 (-2%)
Value$663.6M (-$173.2M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares1,778,724 from 1,327,350
Change+451,374 (+34%)
Value$506.0M (+$37.9M)
Filed 2026-11-04
Swedbank AB
DECREASED
Shares1,472,630 from 1,973,831
Change-501,201 (-25%)
Value$418.9M (-$277.2M)
Filed 2026-10-27
DekaBank Deutsche Girozentrale
INCREASED
Shares1,379,683 from 840,158
Change+539,525 (+64%)
Value$397.2K (+$125.3K)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares1,249,075 from 1,391,132
Change-142,057 (-10%)
Value$355.3M (-$135.3M)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares1,230,511 from 1,269,451
Change-38,940 (-3%)
Value$350.1M (-$97.6M)
Filed 2026-11-05
Parnassus Investments, LLC
DECREASED
Shares1,171,365 from 1,847,853
Change-676,488 (-37%)
Value$333.2M (-$318.5M)
Filed 2026-10-22
Bahl & Gaynor LLC
DECREASED
Shares1,132,997 from 1,153,676
Change-20,679 (-2%)
Value$322.3M (-$84.6M)
Filed 2026-11-05
King Luther Capital Management Corp
DECREASED
Shares1,108,816 from 1,154,091
Change-45,275 (-4%)
Value$315.4M (-$91.6M)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares1,036,419 from 1,346,127
Change-309,708 (-23%)
Value$294.9M (-$179.9M)
Filed 2026-11-02
MacKenzie Financial Corp
DECREASED
Shares1,025,313 from 1,094,344
Change-69,031 (-6%)
Value$291.7M (-$94.3M)
Filed 2026-11-02
Markel Group Inc.
INCREASED
Shares932,000 from 922,500
Change+9,500 (+1%)
Value$265.1M (-$60.2M)
Filed 2026-10-30
Truist Financial Corp
DECREASED
Shares924,474 from 980,592
Change-56,118 (-6%)
Value$263.0M (-$82.8M)
Filed 2026-10-30
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares796,707 from 673,912
Change+122,795 (+18%)
Value$226.7M (-$11.0M)
Filed 2026-11-03
Pictet Asset Management Holding SA
INCREASED
Shares764,072 from 735,283
Change+28,789 (+4%)
Value$217.5M (-$41.8M)
Filed 2026-11-03
New York State Teachers Retirement System
DECREASED
Shares698,886 from 724,686
Change-25,800 (-4%)
Value$198.8M (-$56.8M)
Filed 2026-10-22
HB Wealth Management, LLC
INCREASED
Shares684,313 from 680,281
Change+4,032 (+1%)
Value$194.7M (-$45.2M)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED
Shares675,954 from 664,169
Change+11,785 (+2%)
Value$192.3M (-$41.9M)
Filed 2026-10-21
Sarasin & Partners LLP
DECREASED
Shares667,494 from 687,219
Change-19,725 (-3%)
Value$189.9M (-$52.5M)
Filed 2026-10-13
Provident Trust Co
DECREASED
Shares638,771 from 831,190
Change-192,419 (-23%)
Value$181.7M (-$111.4M)
Filed 2026-10-29
Creative Planning
DECREASED
Shares624,069 from 653,261
Change-29,192 (-4%)
Value$177.5M (-$52.9M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares583,791 from 573,864
Change+9,927 (+2%)
Value$165.2M (-$36.3M)
Filed 2026-10-16
Asset Management One Co., Ltd.
INCREASED
Shares531,035 from 521,980
Change+9,055 (+2%)
Value$151.1M (-$33.0M)
Filed 2026-10-27
Thrivent Financial for Lutherans
DECREASED
Shares527,494 from 594,773
Change-67,279 (-11%)
Value$150.1M (-$59.7M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares514,281 from 527,320
Change-13,039 (-2%)
Value$146.3M (-$39.7M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares494,634 from 442,110
Change+52,524 (+12%)
Value$131.4M (+$5.6M)
Filed 2026-10-13
PFA Pension, Forsikringsaktieselskab
DECREASED
Shares461,429 from 497,542
Change-36,113 (-7%)
Value$131.3M (-$44.2M)
Filed 2026-11-06
Cardano Risk Management B.V.
INCREASED
Shares431,391 from 316,784
Change+114,607 (+36%)
Value$122.7M (+$122.6M)
Filed 2026-10-20
Vontobel Holding Ltd.
INCREASED
Shares430,698 from 404,233
Change+26,465 (+7%)
Value$122.5M (-$20.0M)
Filed 2026-10-16
Welch & Forbes LLC
DECREASED
Shares427,445 from 428,508
Change-1,063 (0%)
Value$121.6M (-$29.5M)
Filed 2026-11-04
Cincinnati Financial Corp
UNCHANGED
Shares426,054 from 426,054
Change0 (0%)
Value$121.2M (-$29.1M)
Filed 2026-11-03
Candriam S.C.A.
INCREASED
Shares425,924 from 379,826
Change+46,098 (+12%)
Value$121.6M (-$12.2M)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares399,980 from 410,404
Change-10,424 (-3%)
Value$113.8M (-$31.0M)
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares392,274 from 388,440
Change+3,834 (+1%)
Value$111.6M (-$25.4M)
Filed 2026-10-20
Eurizon Capital SGR S.p.A.
DECREASED
Shares387,682 from 395,718
Change-8,036 (-2%)
Value$110.4M (-$29.1M)
Filed 2026-11-06
Swiss Life Asset Management Ltd
DECREASED
Shares363,247 from 372,947
Change-9,700 (-3%)
Value$103.3M (-$28.2M)
Filed 2026-11-03
Hamlin Capital Management, LLC
DECREASED
Shares361,805 from 407,725
Change-45,920 (-11%)
Value$102.9M (-$40.9M)
Filed 2026-10-08
Strs Ohio
DECREASED
Shares340,657 from 359,142
Change-18,485 (-5%)
Value$96.9M (-$29.7M)
Filed 2026-10-30
J. Safra Sarasin Holding AG
INCREASED
Shares329,292 from 327,267
Change+2,025 (+1%)
Value$104.9M (-$4.6M)
Filed 2026-10-26
MFF Capital Investments Ltd
UNCHANGED
Shares327,920 from 327,920
Change0 (0%)
Value$93.3M (-$22.4M)
Filed 2026-11-05
State of New Jersey Common Pension Fund D
UNCHANGED
Shares322,690 from 322,690
Change0 (0%)
Value$91.8M (-$22.0M)
Filed 2026-11-05
CIBC Asset Management Inc
DECREASED
Shares312,030 from 312,269
Change-239 (0%)
Value$88.8M (-$21.4M)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
DECREASED
Shares305,236 from 400,435
Change-95,199 (-24%)
Value$86.2M (-$54.3M)
Filed 2026-11-04
Confluence Investment Management LLC
DECREASED
Shares299,681 from 311,263
Change-11,582 (-4%)
Value$85.3M (-$24.5M)
Filed 2026-10-01
Nisa Investment Advisors, LLC
INCREASED
Shares295,174 from 291,257
Change+3,917 (+1%)
Value$84.0M (-$18.7M)
Filed 2026-10-20
Mn Services Vermogensbeheer B.V.
INCREASED
Shares294,560 from 290,160
Change+4,400 (+2%)
Value$83.8K (-$102.3M)
Filed 2026-10-08
Czech National Bank
INCREASED
Shares286,496 from 283,508
Change+2,988 (+1%)
Value$81.5M (-$18.5M)
Filed 2026-10-13
Smead Capital Management, Inc.
DECREASED
Shares286,495 from 290,159
Change-3,664 (-1%)
Value$81.5M (-$20.8M)
Filed 2026-10-16
Arizona State Retirement System
INCREASED
Shares278,555 from 276,374
Change+2,181 (+1%)
Value$79.2M (-$18.2M)
Filed 2026-11-03
Calamos Advisors LLC
INCREASED
Shares268,336 from 264,087
Change+4,249 (+2%)
Value$76.3M (-$16.8M)
Filed 2026-11-02
Daiwa Securities Group Inc.
INCREASED
Shares267,501 from 261,799
Change+5,702 (+2%)
Value$76.1M (-$16.2M)
Filed 2026-10-29
Capital Investment Advisors, LLC
DECREASED
Shares263,114 from 269,753
Change-6,639 (-2%)
Value$74.9M (-$20.3M)
Filed 2026-10-22
Xponance LLC
INCREASED
Shares261,709 from 252,265
Change+9,444 (+4%)
Value$74.5M (-$14.5M)
Filed 2026-11-03
Flossbach VON Storch SE
INCREASED
Shares255,620 from 191,900
Change+63,720 (+33%)
Value$72.7M (+$5.0M)
Filed 2026-10-28
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares253,899 from 259,760
Change-5,861 (-2%)
Value$72.2M (-$19.4M)
Filed 2026-10-15
Gateway Investment Advisers LLC
DECREASED
Shares250,737 from 251,114
Change-377 (0%)
Value$71.3M (-$17.2M)
Filed 2026-10-13
Fort Washington Investment Advisors Inc
INCREASED
Shares250,612 from 249,666
Change+946 (+0%)
Value$71.3M (-$16.8M)
Filed 2026-10-15
State of Michigan Retirement System
DECREASED
Shares250,484 from 254,984
Change-4,500 (-2%)
Value$71.3M (-$18.7M)
Filed 2026-10-27
Lido Advisors, LLC
DECREASED
Shares248,377 from 252,215
Change-3,838 (-2%)
Value$70.7M (-$18.3M)
Filed 2026-11-04
Ferguson Wellman Capital Management, Inc
DECREASED
Shares247,876 from 258,640
Change-10,764 (-4%)
Value$70.5M (-$20.7M)
Filed 2026-10-05
ProShare Advisors LLC
DECREASED
Shares244,236 from 247,940
Change-3,704 (-1%)
Value$69.5M (-$18.0M)
Filed 2026-10-29
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares243,324 from 245,398
Change-2,074 (-1%)
Value$69.2M (-$17.3M)
Filed 2026-10-23
Nicholas Company, Inc.
INCREASED
Shares241,721 from 241,086
Change+635 (+0%)
Value$68.8M (-$16.3M)
Filed 2026-11-05
SEB Asset Management AB
INCREASED
Shares239,030 from 236,889
Change+2,141 (+1%)
Value$68.0M (-$15.5M)
Filed 2026-11-04
Florida Trust Wealth Management Co
DECREASED
Shares237,685 from 244,076
Change-6,391 (-3%)
Value$67.6M (-$18.5M)
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares235,948 from 241,932
Change-5,984 (-2%)
Value$67.2M (-$18.0M)
Filed 2026-10-14
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares233,258 from 233,415
Change-157 (0%)
Value$66.4M (-$16.0M)
Filed 2026-10-30
IFM Investors Pty Ltd
INCREASED
Shares232,633 from 225,019
Change+7,614 (+3%)
Value$66.2M (-$13.2M)
Filed 2026-10-14
KBC Group NV
INCREASED
Shares231,067 from 220,944
Change+10,123 (+5%)
Value$65.7M (-$12.2M)
Filed 2026-10-22
Cincinnati Insurance Co
UNCHANGED
Shares226,446 from 226,446
Change0 (0%)
Value$64.4M (-$15.4M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares221,807 from 222,432
Change-625 (0%)
Value$63.1M (-$15.3M)
Filed 2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares220,297 from 219,996
Change+301 (+0%)
Value$62.7M (-$14.9M)
Filed 2026-11-03
AGF Management LTD
DECREASED
Shares216,472 from 313,383
Change-96,911 (-31%)
Value$61.6M (-$48.9M)
Filed 2026-11-03
KTF Investments, LLC
DECREASED
Shares215,921 from 223,135
Change-7,214 (-3%)
Value$61.4M (-$17.3M)
Filed 2026-10-23
Retirement Systems of Alabama
DECREASED
Shares209,104 from 444,407
Change-235,303 (-53%)
Value$59.5M (-$97.2M)
Filed 2026-11-04
Welch Group, LLC
INCREASED
Shares205,961 from 200,409
Change+5,552 (+3%)
Value$58.6M (-$12.1M)
Filed 2026-10-29
Midwest Trust Co
INCREASED
Shares200,230 from 187,720
Change+12,510 (+7%)
Value$57.0M (-$9.2M)
Filed 2026-10-22
Regions Financial Corp
DECREASED
Shares193,756 from 199,152
Change-5,396 (-3%)
Value$55.1M (-$15.1M)
Filed 2026-11-05
Value Partners Investments Inc.
INCREASED
Shares192,233 from 192,166
Change+67 (+0%)
Value$54.7M (-$12.9M)
Filed 2026-10-19
Waters Parkerson & Co., LLC
INCREASED
Shares191,056 from 187,495
Change+3,561 (+2%)
Value$54.4M (-$11.8M)
Filed 2026-11-04
Smith Chas P & Associates PA Cpas
INCREASED
Shares189,655 from 187,408
Change+2,247 (+1%)
Value$58.7M (-$7.4M)
Filed 2026-10-22
Amalgamated Bank
DECREASED
Shares188,906 from 193,009
Change-4,103 (-2%)
Value$53.7M (-$14.3M)
Filed 2026-10-23
Neos Investment Management LLC
INCREASED
Shares187,036 from 161,689
Change+25,347 (+16%)
Value$53.2M (-$3.8M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares185,062 from 174,681
Change+10,381 (+6%)
Value$52.6M (-$9.0M)
Filed 2026-11-02
Raiffeisen Bank International AG
INCREASED
Shares181,969 from 177,769
Change+4,200 (+2%)
Value$52.4M (-$9.9M)
Filed 2026-10-28
Alecta Tjanstepension Omsesidigt
DECREASED
Shares179,500 from 219,100
Change-39,600 (-18%)
Value$51.1M (-$26.1M)
Filed 2026-11-02
Rakuten Investment Management, Inc.
INCREASED
Shares178,971 from 162,910
Change+16,061 (+10%)
Value$51.6M (-$5.6M)
Filed 2026-10-30
Cullen T Bankers, Inc.
DECREASED
Shares172,823 from 176,342
Change-3,519 (-2%)
Value$49.2M (-$13.0M)
Filed 2026-10-28
Aegon Asset Management UK PLC
DECREASED
Shares171,650 from 175,531
Change-3,881 (-2%)
Value$48.8M (-$13.1M)
Filed 2026-11-04
Compagnie Lombard Odier SCmA
DECREASED
Shares171,565 from 197,886
Change-26,321 (-13%)
Value$48.8M (-$21.0M)
Filed 2026-11-04
Robeco Institutional Asset Management B.V.
INCREASED
Shares171,165 from 158,024
Change+13,141 (+8%)
Value$48.7M (-$7.0M)
Filed 2026-10-20
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares168,096 from 171,865
Change-3,769 (-2%)
Value$47.8M (-$12.8M)
Filed 2026-11-05
Brookmont Capital Management
DECREASED
Shares162,289 from 162,514
Change-225 (0%)
Value$46.2M (-$11.1M)
Filed 2026-10-23
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares160,076 from 161,731
Change-1,655 (-1%)
Value$44.0K (-$11.1K)
Filed 2026-10-22
Crestwood Advisors Group, LLC
DECREASED
Shares159,509 from 165,107
Change-5,598 (-3%)
Value$45.4M (-$12.9M)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares158,859 from 135,438
Change+23,421 (+17%)
Value$45.2M (-$2.6M)
Filed 2026-10-16
Focused Investors LLC
DECREASED
Shares158,400 from 188,500
Change-30,100 (-16%)
Value$45.1M (-$21.4M)
Filed 2026-10-30
Pinnacle Associates LTD
DECREASED
Shares154,719 from 155,404
Change-685 (0%)
Value$44.0M (-$10.8M)
Filed 2026-10-20
OP Asset Management Ltd
INCREASED
Shares151,029 from 111,513
Change+39,516 (+35%)
Value$43.0M (+$3.6M)
Filed 2026-11-05
Williams Jones Wealth Management, Llc.
DECREASED
Shares150,424 from 158,206
Change-7,782 (-5%)
Value$42.8M (-$13.0M)
Filed 2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares149,706 from 153,764
Change-4,058 (-3%)
Value$42.6M (-$11.6M)
Filed 2026-10-19
New York Life Investment Management LLC
DECREASED
Shares148,445 from 148,880
Change-435 (0%)
Value$42.2M (-$10.3M)
Filed 2026-11-04
ABN Amro Investment Solutions
DECREASED
Shares146,394 from 173,155
Change-26,761 (-15%)
Value$41.6M (-$19.4M)
Filed 2026-10-21
Heritage Investors Management Corp
DECREASED
Shares142,893 from 143,987
Change-1,094 (-1%)
Value$40.7M (-$10.1M)
Filed 2026-10-29
Oppenheimer & Co Inc
DECREASED
Shares142,645 from 143,631
Change-986 (-1%)
Value$40.6M (-$10.1M)
Filed 2026-10-26
Carnegie Investment Counsel
DECREASED
Shares141,029 from 142,423
Change-1,394 (-1%)
Value$38.5M (-$9.7M)
Filed 2026-10-20
Roffman Miller Associates Inc
INCREASED
Shares136,213 from 135,289
Change+924 (+1%)
Value$38.8M (-$9.0M)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED
Shares134,661 from 133,466
Change+1,195 (+1%)
Value$38.3M (-$8.8M)
Filed 2026-11-05
KCM Investment Advisors LLC
DECREASED
Shares134,016 from 135,391
Change-1,375 (-1%)
Value$38.1M (-$9.6M)
Filed 2026-10-27
Vaughan David Investments LLC
INCREASED
Shares132,329 from 128,678
Change+3,651 (+3%)
Value$37.6M (-$7.7M)
Filed 2026-11-05
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares132,196 from 131,300
Change+896 (+1%)
Value$37.6M (-$8.7M)
Filed 2026-11-06
Avanza Fonder AB
INCREASED
Shares132,045 from 117,928
Change+14,117 (+12%)
Value$37.6M (-$4.0M)
Filed 2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares127,957 from 119,486
Change+8,471 (+7%)
Value$36.4M (-$5.7M)
Filed 2026-10-29
Temasek Holdings (Private) Ltd
DECREASED
Shares126,404 from 252,804
Change-126,400 (-50%)
Value$36.0M (-$53.2M)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares125,010 from 73,584
Change+51,426 (+70%)
Value$35.6M (+$9.6M)
Filed 2026-10-21
Conning Inc.
INCREASED
Shares124,602 from 119,852
Change+4,750 (+4%)
Value$35.4M (-$6.8M)
Filed 2026-10-27
UniSuper Management Pty Ltd
INCREASED
Shares123,643 from 108,843
Change+14,800 (+14%)
Value$35.2M (-$3.2M)
Filed 2026-10-26
Oregon Public Employees Retirement Fund
INCREASED
Shares122,522 from 122,422
Change+100 (+0%)
Value$34.9M (-$8.3M)
Filed 2026-10-30
Waycross Partners, LLC
INCREASED
Shares121,550 from 74,437
Change+47,113 (+63%)
Value$34.6M (+$8.3M)
Filed 2026-11-03
Cardinal Capital Management, Inc.
INCREASED
Shares121,238 from 120,109
Change+1,129 (+1%)
Value$34.5M (-$7.9M)
Filed 2026-10-16
Henshaw Capital LLC
UNCHANGED
Shares120,278 from 120,278
Change0 (0%)
Value$34.2M (-$8.2M)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares117,228 from 116,796
Change+432 (+0%)
Value$33.4M (-$7.8M)
Filed 2026-10-05
Kimelman & Baird, LLC
DECREASED
Shares115,660 from 116,890
Change-1,230 (-1%)
Value$32.9M (-$8.3M)
Filed 2026-11-03
Willis Investment Counsel
INCREASED
Shares115,428 from 112,868
Change+2,560 (+2%)
Value$32.8M (-$7.0M)
Filed 2026-10-20
Washington Trust Co
DECREASED
Shares114,396 from 115,219
Change-823 (-1%)
Value$32.5M (-$8.1M)
Filed 2026-10-22
Deprince Race & Zollo Inc
INCREASED
Shares113,067 from 102,135
Change+10,932 (+11%)
Value$32.2M (-$3.9M)
Filed 2026-10-13
Border to Coast Pensions Partnership Ltd
INCREASED
Shares112,233 from 101,885
Change+10,348 (+10%)
Value$31.9K (-$35.9M)
Filed 2026-10-09
Ethic Inc.
INCREASED
Shares111,015 from 107,161
Change+3,854 (+4%)
Value$31.6M (-$6.2M)
Filed 2026-11-03
Apollon Wealth Management, LLC
DECREASED
Shares109,806 from 113,702
Change-3,896 (-3%)
Value$31.2M (-$8.9M)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
DECREASED
Shares109,449 from 116,925
Change-7,476 (-6%)
Value$31.1M (-$10.1M)
Filed 2026-10-30
Yousif Capital Management, LLC
INCREASED
Shares106,645 from 106,171
Change+474 (+0%)
Value$30.3M (-$7.1M)
Filed 2026-10-22
Miller Howard Investments Inc
NEW
Shares106,152
Change+106,152
Value$30.2M
Filed 2026-10-26
Meyer Handelman Co
DECREASED
Shares106,146 from 112,636
Change-6,490 (-6%)
Value$30.2M (-$9.5M)
Filed 2026-10-28
Savant Capital, LLC
INCREASED
Shares104,529 from 71,574
Change+32,955 (+46%)
Value$29.7M (+$4.6M)
Filed 2026-11-06
Mutual of America Capital Management LLC
DECREASED
Shares103,971 from 105,397
Change-1,426 (-1%)
Value$29.6M (-$7.6M)
Filed 2026-10-23
Everett Harris & Co
DECREASED
Shares103,938 from 104,626
Change-688 (-1%)
Value$29.6M (-$7.3M)
Filed 2026-10-28
Reynders McVeigh Capital Management, LLC
INCREASED
Shares103,730 from 97,211
Change+6,519 (+7%)
Value$29.5M (-$4.8M)
Filed 2026-10-30
ASR Vermogensbeheer N.V.
INCREASED
Shares102,686 from 99,198
Change+3,488 (+4%)
Value$29.2M (-$5.8M)
Filed 2026-10-16
Citizens Financial Group Inc
DECREASED
Shares100,525 from 104,640
Change-4,115 (-4%)
Value$28.6M (-$8.3M)
Filed 2026-10-23
NAN Fung Trinity (HK) Ltd
UNCHANGED
Shares99,919 from 99,919
Change0 (0%)
Value$28.4M (-$6.8M)
Filed 2026-11-06
Glenview Trust Co
INCREASED
Shares98,517 from 76,472
Change+22,045 (+29%)
Value$28.0M (+$1.1M)
Filed 2026-10-28
Alps Advisors Inc
INCREASED
Shares98,406 from 96,050
Change+2,356 (+2%)
Value$28.0M (-$5.9M)
Filed 2026-11-03
AMG National Trust Bank
DECREASED
Shares97,241 from 97,254
Change-13 (0%)
Value$27.7M (-$6.6M)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares97,175 from 102,898
Change-5,723 (-6%)
Value$27.6M (-$8.6M)
Filed 2026-10-22
ZWJ Investment Counsel Inc
INCREASED
Shares95,054 from 91,484
Change+3,570 (+4%)
Value$27.0M (-$5.2M)
Filed 2026-10-15
State of Alaska, Department of Revenue
DECREASED
Shares94,455 from 97,592
Change-3,137 (-3%)
Value$26.9K (-$34.4M)
Filed 2026-10-15
Crossmark Global Holdings, Inc.
INCREASED
Shares92,613 from 90,432
Change+2,181 (+2%)
Value$26.3M (-$5.5M)
Filed 2026-10-21
Factory Mutual Insurance Co
DECREASED
Shares92,100 from 137,500
Change-45,400 (-33%)
Value$26.2M (-$22.3M)
Filed 2026-10-30
Generali Asset Management SPA SGR
INCREASED
Shares91,158 from 85,794
Change+5,364 (+6%)
Value$25.9M (-$4.3M)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares90,965 from 76,257
Change+14,708 (+19%)
Value$25.9M (-$1.0M)
Filed 2026-10-29
Achmea Investment Management B.V.
NEW
Shares89,592
Change+89,592
Value$25.5M
Filed 2026-10-30
First Horizon Corp
INCREASED
Shares89,224 from 87,971
Change+1,253 (+1%)
Value$25.4M (-$5.6M)
Filed 2026-10-26
Bailard, Inc.
DECREASED
Shares89,219 from 89,412
Change-193 (0%)
Value$25.4M (-$6.2M)
Filed 2026-10-13
Daymark Wealth Partners, LLC
DECREASED
Shares87,554 from 95,654
Change-8,100 (-8%)
Value$24.9M (-$8.8M)
Filed 2026-11-04
Eastern Bank
INCREASED
Shares86,475 from 86,392
Change+83 (+0%)
Value$24.6M (-$5.9M)
Filed 2026-10-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares86,350 from 93,747
Change-7,397 (-8%)
Value$24.6M (-$8.5M)
Filed 2026-10-20
Obermeyer Wealth Partners
DECREASED
Shares84,235 from 85,888
Change-1,653 (-2%)
Value$24.0M (-$6.3M)
Filed 2026-10-21
Saratoga Research & Investment Management
DECREASED
Shares83,110 from 84,878
Change-1,768 (-2%)
Value$23.6M (-$6.3M)
Filed 2026-10-16
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares81,989 from 86,970
Change-4,981 (-6%)
Value$23.3M (-$7.3M)
Filed 2026-10-22
Maple Capital Management, Inc.
INCREASED
Shares81,242 from 77,310
Change+3,932 (+5%)
Value$23.1M (-$4.2M)
Filed 2026-11-02
Imc-Chicago, LLC
NEW
Shares78,291
Change+78,291
Value$22.3M
Filed 2026-11-05
Gulf International Bank (UK) Ltd
UNCHANGED
Shares78,117 from 78,117
Change0 (0%)
Value$22.2M (-$5.3M)
Filed 2026-10-20
Central Trust Co
DECREASED
Shares77,787 from 79,417
Change-1,630 (-2%)
Value$22.1M (-$5.9M)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares77,208 from 77,066
Change+142 (+0%)
Value$22.0M (-$5.2M)
Filed 2026-10-28
Farther Finance Advisors, LLC
INCREASED
Shares77,207 from 56,239
Change+20,968 (+37%)
Value$22.0M (+$2.1M)
Filed 2026-10-08
Clearstead Advisors, LLC
DECREASED
Shares74,054 from 75,745
Change-1,691 (-2%)
Value$21.1M (-$5.6M)
Filed 2026-11-06
Narwhal Capital Management
INCREASED
Shares73,924 from 65,453
Change+8,471 (+13%)
Value$21.0M (-$2.1M)
Filed 2026-11-04
Jefferies Financial Group Inc.
INCREASED
Shares70,348 from 20,354
Change+49,994 (+246%)
Value$20.0M (+$12.8M)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares68,973 from 71,524
Change-2,551 (-4%)
Value$19.6M (-$5.6M)
Filed 2026-10-28
Palisade Asset Management, LLC
DECREASED
Shares68,519 from 68,745
Change-226 (0%)
Value$19.5M (-$4.8M)
Filed 2026-11-03
iA Global Asset Management Inc.
DECREASED
Shares68,139 from 113,196
Change-45,057 (-40%)
Value$19.4M (-$20.5M)
Filed 2026-10-29
Godsey & Gibb, Inc
INCREASED
Shares67,664 from 65,998
Change+1,666 (+3%)
Value$19.2M (-$4.0M)
Filed 2026-10-14
Modera Wealth Management, LLC
DECREASED
Shares66,078 from 66,671
Change-593 (-1%)
Value$18.8M (-$4.7M)
Filed 2026-10-28
Montag A & Associates Inc
DECREASED
Shares65,962 from 66,833
Change-871 (-1%)
Value$18.8M (-$4.8M)
Filed 2026-10-29
Matrix Asset Advisors Inc
INCREASED
Shares65,766 from 64,544
Change+1,222 (+2%)
Value$18.7M (-$4.1M)
Filed 2026-10-13
Congress Asset Management Co
DECREASED
Shares65,755 from 69,579
Change-3,824 (-5%)
Value$18.7M (-$5.8M)
Filed 2026-10-06
Nemes Rush Group LLC
INCREASED
Shares65,662 from 64,285
Change+1,377 (+2%)
Value$18.7M (-$4.0M)
Filed 2026-11-04
Carmel Capital Partners, LLC
DECREASED
Shares65,324 from 70,969
Change-5,645 (-8%)
Value$18.6M (-$6.4M)
Filed 2026-11-03
Wesbanco Bank Inc
DECREASED
Shares64,364 from 72,248
Change-7,884 (-11%)
Value$18.3M (-$7.2M)
Filed 2026-11-04
Visionary Wealth Advisors
INCREASED
Shares64,040 from 59,221
Change+4,819 (+8%)
Value$18.2M (-$2.7M)
Filed 2026-11-04
Telos Capital Management, Inc.
INCREASED
Shares63,845 from 63,419
Change+426 (+1%)
Value$18.2M (-$4.2M)
Filed 2026-11-02
Braun Stacey Associates Inc
DECREASED
Shares63,352 from 64,214
Change-862 (-1%)
Value$18.0M (-$4.6M)
Filed 2026-10-19
L. Roy Papp & Associates, LLP
DECREASED
Shares62,330 from 62,411
Change-81 (0%)
Value$17.7M (-$4.3M)
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares62,325 from 55,497
Change+6,828 (+12%)
Value$20.5M (+$943.5K)
Filed 2026-11-04
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares62,111 from 61,635
Change+476 (+1%)
Value$17.7M (-$4.1M)
Filed 2026-10-09
Americana Partners, LLC
INCREASED
Shares61,726 from 51,095
Change+10,631 (+21%)
Value$17.6M (-$460.0K)
Filed 2026-10-28
B&D White Capital Company, LLC
NEW
Shares61,722
Change+61,722
Value$17.6M
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares61,392 from 54,503
Change+6,889 (+13%)
Value$17.5M (-$1.8M)
Filed 2026-10-15
Woodstock Corp
INCREASED
Shares61,331 from 60,993
Change+338 (+1%)
Value$17.4M (-$4.1M)
Filed 2026-10-13
Inspire Investing, LLC
INCREASED
Shares61,267 from 60,680
Change+587 (+1%)
Value$17.4M (-$4.0M)
Filed 2026-10-22
Maryland State Retirement & Pension System
INCREASED
Shares61,261 from 53,762
Change+7,499 (+14%)
Value$17.4M (-$1.5M)
Filed 2026-11-05
Davidson Investment Advisors
DECREASED
Shares59,559 from 61,101
Change-1,542 (-3%)
Value$16.9M (-$4.6M)
Filed 2026-10-20
Illinois Municipal Retirement Fund
DECREASED
Shares59,556 from 62,284
Change-2,728 (-4%)
Value$16.9M (-$5.0M)
Filed 2026-11-05
Trust Co of Vermont
DECREASED
Shares58,783 from 59,110
Change-327 (-1%)
Value$16.7M (-$4.1M)
Filed 2026-10-21
Adell Harriman & Carpenter Inc
DECREASED
Shares57,473 from 58,749
Change-1,276 (-2%)
Value$16.4M (-$4.4M)
Filed 2026-11-02
Calamos Wealth Management LLC
DECREASED
Shares57,456 from 59,575
Change-2,119 (-4%)
Value$16.3M (-$4.7M)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
DECREASED
Shares57,434 from 58,514
Change-1,080 (-2%)
Value$16.3M (-$4.3M)
Filed 2026-10-27
Eagle Global Advisors LLC
DECREASED
Shares56,807 from 57,281
Change-474 (-1%)
Value$16.2M (-$4.0M)
Filed 2026-11-02
Foster Victor Wealth Advisors, LLC
INCREASED
Shares56,622 from 55,250
Change+1,372 (+2%)
Value$17.5M (-$1.1M)
Filed 2026-10-21
Wedbush Securities Inc
DECREASED
Shares56,041 from 57,042
Change-1,001 (-2%)
Value$15.9M (-$4.2M)
Filed 2026-10-22
First American Bank
DECREASED
Shares55,902 from 56,326
Change-424 (-1%)
Value$15.9M (-$4.0M)
Filed 2026-10-27
Kinsale Capital Group, Inc.
INCREASED
Shares55,785 from 38,376
Change+17,409 (+45%)
Value$15.9M (+$2.3M)
Filed 2026-11-04
Gradient Investments LLC
INCREASED
Shares55,220 from 47,348
Change+7,872 (+17%)
Value$15.7M (-$988.9K)
Filed 2026-10-08
Moran Wealth Management, LLC
INCREASED
Shares53,988 from 49,050
Change+4,938 (+10%)
Value$15.4M (-$1.9M)
Filed 2026-10-22
SteelPeak Wealth, LLC
INCREASED
Shares53,803 from 35,496
Change+18,307 (+52%)
Value$15.3M (+$2.8M)
Filed 2026-10-16
Fisher Funds Management LTD
INCREASED
Shares53,627 from 49,127
Change+4,500 (+9%)
Value$15.3M (-$2.1M)
Filed 2026-10-13
Hartford Investment Management Co
DECREASED
Shares53,405 from 55,085
Change-1,680 (-3%)
Value$15.2M (-$4.2M)
Filed 2026-11-04
Baker Avenue Asset Management, LP
INCREASED
Shares52,907 from 48,843
Change+4,064 (+8%)
Value$15.1M (-$2.2M)
Filed 2026-11-06
Sterling Capital Management LLC
DECREASED
Shares52,543 from 127,129
Change-74,586 (-59%)
Value$14.9M (-$29.9M)
Filed 2026-10-22
Park Avenue Securities LLC
DECREASED
Shares51,870 from 53,416
Change-1,546 (-3%)
Value$14.8M (-$4.1M)
Filed 2026-10-26
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares51,710 from 63,531
Change-11,821 (-19%)
Value$14.7M (-$7.7M)
Filed 2026-10-14
Argent Capital Management LLC
DECREASED
Shares51,601 from 53,684
Change-2,083 (-4%)
Value$14.7M (-$4.3M)
Filed 2026-10-05
LS Investment Advisors, LLC
DECREASED
Shares51,536 from 52,327
Change-791 (-2%)
Value$14.7M (-$3.8M)
Filed 2026-10-13
Parsons Capital Management Inc
INCREASED
Shares51,144 from 51,109
Change+35 (+0%)
Value$14.6M (-$3.5M)
Filed 2026-10-28
Vestor Capital, LLC
INCREASED
Shares50,940 from 6,457
Change+44,483 (+689%)
Value$23.2K (+$22.9K)
Filed 2026-11-04
Covea Finance
INCREASED
Shares50,790 from 9,210
Change+41,580 (+451%)
Value$14.4M (+$11.2M)
Filed 2026-10-21
Segment Wealth Management, LLC
INCREASED
Shares50,789 from 50,294
Change+495 (+1%)
Value$14.4M (-$3.3M)
Filed 2026-10-26
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares50,495 from 44,039
Change+6,456 (+15%)
Value$14.4M (-$1.2M)
Filed 2026-10-26
Mirae Asset Securities (USA) Inc.
INCREASED
Shares50,108 from 25,064
Change+25,044 (+100%)
Value$14.3M (+$5.4M)
Filed 2026-10-15
Mesirow Financial Investment Management, Inc.
INCREASED
Shares49,965 from 49,273
Change+692 (+1%)
Value$14.2M (-$3.2M)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares49,917 from 48,550
Change+1,367 (+3%)
Value$14.2M (-$2.9M)
Filed 2026-10-23
NorthCrest Asset Manangement, LLC
DECREASED
Shares49,843 from 77,053
Change-27,210 (-35%)
Value$14.7M (-$11.4M)
Filed 2026-10-13
Norris Perne & French LLP
DECREASED
Shares49,502 from 51,011
Change-1,509 (-3%)
Value$14.1M (-$3.9M)
Filed 2026-10-23
New Mexico Educational Retirement Board
UNCHANGED
Shares49,492 from 49,492
Change0 (0%)
Value$14.1M (-$3.4M)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares49,000 from 50,900
Change-1,900 (-4%)
Value$13.9M (-$4.0M)
Filed 2026-10-20
Verity & Verity, LLC
INCREASED
Shares48,637 from 48,510
Change+127 (+0%)
Value$13.8M (-$3.3M)
Filed 2026-10-23
Griffin Asset Management, Inc.
INCREASED
Shares48,587 from 45,298
Change+3,289 (+7%)
Value$13.8M (-$2.2M)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares48,507 from 49,843
Change-1,336 (-3%)
Value$13.8M (-$3.8M)
Filed 2026-11-05
Choreo, LLC
DECREASED
Shares48,092 from 48,828
Change-736 (-2%)
Value$13.7M (-$3.5M)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED
Shares48,041 from 47,802
Change+239 (+1%)
Value$13.7M (-$3.2M)
Filed 2026-10-22
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares47,360 from 46,670
Change+690 (+1%)
Value$13.5M (-$3.0M)
Filed 2026-10-21
Fishman JAY A LTD
DECREASED
Shares46,852 from 49,297
Change-2,445 (-5%)
Value$13.3M (-$4.1M)
Filed 2026-10-26
TCV Trust & Wealth Management, Inc.
INCREASED
Shares46,311 from 46,255
Change+56 (+0%)
Value$13.2M (-$3.1M)
Filed 2026-10-16
Jacobs & Co
INCREASED
Shares46,000 from 45,172
Change+828 (+2%)
Value$13.1K (-$2.8K)
Filed 2026-10-09
Lyell Wealth Management, LP
DECREASED
Shares45,797 from 47,689
Change-1,892 (-4%)
Value$13.0M (-$3.8M)
Filed 2026-10-30
North Point Portfolio Managers Corp
DECREASED
Shares45,717 from 47,190
Change-1,473 (-3%)
Value$13.0M (-$3.6M)
Filed 2026-10-07
Talbot Financial, LLC
DECREASED
Shares45,519 from 52,198
Change-6,679 (-13%)
Value$12.9M (-$5.5M)
Filed 2026-10-19
Caldwell Trust Co
DECREASED
Shares45,463 from 46,646
Change-1,183 (-3%)
Value$12.9M (-$3.5M)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
DECREASED
Shares45,329 from 46,678
Change-1,349 (-3%)
Value$12.9M (-$3.6M)
Filed 2026-10-13
Cutler Investment Counsel LLC
DECREASED
Shares45,163 from 46,023
Change-860 (-2%)
Value$12.8M (-$3.4M)
Filed 2026-10-28
Cyndeo Wealth Partners, LLC
DECREASED
Shares44,298 from 46,632
Change-2,334 (-5%)
Value$12.6M (-$3.8M)
Filed 2026-10-16
Triglav Investments, D.O.O.
INCREASED
Shares44,020 from 43,020
Change+1,000 (+2%)
Value$12.5M (-$2.6M)
Filed 2026-11-06
Traynor Capital Management, Inc.
DECREASED
Shares43,402 from 46,374
Change-2,972 (-6%)
Value$12.3M (-$4.0M)
Filed 2026-10-29
First National Trust Co
DECREASED
Shares43,171 from 44,918
Change-1,747 (-4%)
Value$12.3M (-$3.6M)
Filed 2026-10-28
First Citizens Bank & Trust Co
INCREASED
Shares42,413 from 36,812
Change+5,601 (+15%)
Value$12.1M (-$916.8K)
Filed 2026-10-14
Venture Visionary Partners LLC
INCREASED
Shares42,254 from 41,703
Change+551 (+1%)
Value$12.0M (-$2.7M)
Filed 2026-10-07
YHB Investment Advisors, Inc.
INCREASED
Shares41,898 from 41,743
Change+155 (+0%)
Value$11.9M (-$2.8M)
Filed 2026-10-08
Principle Wealth Partners LLC
INCREASED
Shares41,658 from 41,298
Change+360 (+1%)
Value$11.9M (-$2.7M)
Filed 2026-11-02
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares41,645 from 42,729
Change-1,084 (-3%)
Value$11.8M (-$3.2M)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED
Shares41,611 from 46,838
Change-5,227 (-11%)
Value$11.8M (-$4.7M)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
DECREASED
Shares41,342 from 41,673
Change-331 (-1%)
Value$11.8M (-$2.9M)
Filed 2026-10-21
Brighton Jones LLC
DECREASED
Shares41,001 from 42,808
Change-1,807 (-4%)
Value$11.7M (-$3.4M)
Filed 2026-11-03
E. Ohman J:or Asset Management AB
DECREASED
Shares40,143 from 40,493
Change-350 (-1%)
Value$11.4M (-$2.9M)
Filed 2026-10-22
Pittenger & Anderson Inc
DECREASED
Shares39,891 from 40,826
Change-935 (-2%)
Value$11.3M (-$3.0M)
Filed 2026-11-02
Greenleaf Trust
DECREASED
Shares39,683 from 44,603
Change-4,920 (-11%)
Value$11.3M (-$4.4M)
Filed 2026-10-29
Mogy Joel R Investment Counsel Inc
DECREASED
Shares39,656 from 39,678
Change-22 (0%)
Value$11.3M (-$2.7M)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
INCREASED
Shares39,419 from 37,776
Change+1,643 (+4%)
Value$11.2M (-$2.1M)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares39,093 from 38,157
Change+936 (+2%)
Value$11.1M (-$2.3M)
Filed 2026-11-05
Renaissance Investment Group LLC
INCREASED
Shares38,976 from 38,630
Change+346 (+1%)
Value$11.1M (-$2.5M)
Filed 2026-10-28
Bokf, NA
DECREASED
Shares38,787 from 42,538
Change-3,751 (-9%)
Value$11.0M (-$4.0M)
Filed 2026-10-27
Westchester Capital Management, Inc.
DECREASED
Shares38,762 from 38,782
Change-20 (0%)
Value$11.0M (-$2.7M)
Filed 2026-10-23
Naples Global Advisors, LLC
INCREASED
Shares38,651 from 37,820
Change+831 (+2%)
Value$11.0M (-$2.3M)
Filed 2026-11-05
Jamison Private Wealth Management, Inc.
INCREASED
Shares38,491 from 37,792
Change+699 (+2%)
Value$11.0M (-$2.4M)
Filed 2026-10-14
Abner Herrman & Brock LLC
DECREASED
Shares38,418 from 38,804
Change-386 (-1%)
Value$10.9M (+$10.9M)
Filed 2026-10-20
Marietta Wealth Management, LLC
INCREASED
Shares38,097 from 37,161
Change+936 (+3%)
Value$11.3M (-$1.8M)
Filed 2026-10-22
SP Asset Management LLC
DECREASED
Shares37,793 from 39,493
Change-1,700 (-4%)
Value$10.8M (-$3.2M)
Filed 2026-11-05
Tokio Marine Asset Management Co LTD
INCREASED
Shares37,726 from 36,203
Change+1,523 (+4%)
Value$10.7M (-$2.0M)
Filed 2026-10-26
Diversify Advisory Services, LLC
INCREASED
Shares37,114 from 33,201
Change+3,913 (+12%)
Value$11.4M (+$281.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares37,114 from 33,201
Change+3,913 (+12%)
Value$11.4M (+$281.5K)
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares36,820 from 34,854
Change+1,966 (+6%)
Value$10.5M (-$1.8M)
Filed 2026-10-22
Weatherly Asset Management L. P.
DECREASED
Shares36,688 from 37,095
Change-407 (-1%)
Value$10.4M (-$2.6M)
Filed 2026-10-20
Albion Financial Group
DECREASED
Shares36,373 from 37,861
Change-1,488 (-4%)
Value$10.3M (-$3.0M)
Filed 2026-10-21
American National Bank & Trust
DECREASED
Shares36,227 from 38,765
Change-2,538 (-7%)
Value$10.3M (-$3.4M)
Filed 2026-10-07
Douglas Lane & Associates, LLC
INCREASED
Shares36,007 from 28,461
Change+7,546 (+27%)
Value$10.2M (+$206.0K)
Filed 2026-10-09
ARS Wealth Advisors Group, LLC
INCREASED
Shares35,841 from 34,842
Change+999 (+3%)
Value$10.2M (-$2.1M)
Filed 2026-10-16
Stenger Family Office, LLC
INCREASED
Shares35,822 from 24,850
Change+10,972 (+44%)
Value$10.5M (+$1.8M)
Filed 2026-10-22
Xcel Wealth Management, LLC
DECREASED
Shares35,708 from 36,233
Change-525 (-1%)
Value$10.2M (-$2.6M)
Filed 2026-10-26
Washington Trust Bank
DECREASED
Shares35,495 from 37,096
Change-1,601 (-4%)
Value$10.1M (-$3.0M)
Filed 2026-11-03
Equitable Trust Co
DECREASED
Shares35,160 from 35,198
Change-38 (0%)
Value$10.0M (-$2.4M)
Filed 2026-10-13
Intact Investment Management Inc.
DECREASED
Shares35,020 from 57,400
Change-22,380 (-39%)
Value$10.0M (-$10.3M)
Filed 2026-11-03
Rockland Trust Co
DECREASED
Shares34,977 from 35,521
Change-544 (-2%)
Value$10.0M (-$2.6M)
Filed 2026-10-05
IFP Advisors, Inc
DECREASED
Shares34,808 from 42,759
Change-7,951 (-19%)
Value$9.9M (-$5.2M)
Filed 2026-10-16
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares34,546 from 34,596
Change-50 (0%)
Value$9.8M (-$2.4M)
Filed 2026-10-19
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares34,335 from 35,768
Change-1,433 (-4%)
Value$9.8M (-$2.8M)
Filed 2026-10-15
Rossmore Private Capital
DECREASED
Shares34,227 from 35,029
Change-802 (-2%)
Value$9.7M (-$2.6M)
Filed 2026-10-27
NovaPoint Capital, LLC
DECREASED
Shares33,643 from 35,501
Change-1,858 (-5%)
Value$9.6M (-$2.9M)
Filed 2026-10-22
LongView Wealth Management
INCREASED
Shares33,629 from 32,815
Change+814 (+2%)
Value$9.6M (-$2.0M)
Filed 2026-10-19
Greatmark Investment Partners, Inc.
DECREASED
Shares33,442 from 34,137
Change-695 (-2%)
Value$9.5M (-$2.5M)
Filed 2026-10-28
CapWealth Advisors, LLC
INCREASED
Shares33,379 from 32,104
Change+1,275 (+4%)
Value$9.5M (-$1.8M)
Filed 2026-10-05
Beese Fulmer Investment Management, Inc.
INCREASED
Shares33,323 from 33,136
Change+187 (+1%)
Value$9.5M (-$2.2M)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares33,265 from 37,254
Change-3,989 (-11%)
Value$9.5M (-$3.7M)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares33,244 from 42,429
Change-9,185 (-22%)
Value$9.5M (-$5.5M)
Filed 2026-10-15
Sagespring Wealth Partners, LLC
DECREASED
Shares33,213 from 35,809
Change-2,596 (-7%)
Value$9.4M (-$3.2M)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares33,089 from 35,150
Change-2,061 (-6%)
Value$9.5M (-$2.9M)
Filed 2026-10-23
Monarch Capital Management Inc
INCREASED
Shares32,827 from 32,717
Change+110 (+0%)
Value$9.3M (-$2.2M)
Filed 2026-10-19
CenterBook Partners LP
NEW
Shares32,542
Change+32,542
Value$9.3M
Filed 2026-11-02
Vest Financial, LLC
INCREASED
Shares32,460 from 31,431
Change+1,029 (+3%)
Value$9.2M (-$1.9M)
Filed 2026-10-21
United Asset Strategies, Inc.
INCREASED
Shares32,406 from 31,988
Change+418 (+1%)
Value$9.2M (-$2.1M)
Filed 2026-10-28
Kintegral Advisory, LLC
INCREASED
Shares32,194 from 32,013
Change+181 (+1%)
Value$9.2M (-$2.1M)
Filed 2026-10-16
Boston Trust Walden Corp
DECREASED
Shares32,193 from 32,395
Change-202 (-1%)
Value$9.2M (-$2.3M)
Filed 2026-10-30
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED
Shares32,000 from 32,000
Change0 (0%)
Value$9.1M (-$2.2M)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares31,898 from 29,503
Change+2,395 (+8%)
Value$9.1M (-$1.3M)
Filed 2026-11-03
Gamma Investing LLC
DECREASED
Shares31,772 from 35,571
Change-3,799 (-11%)
Value$9.0M (-$3.5M)
Filed 2026-10-08
Tompkins Financial Corp
DECREASED
Shares31,743 from 32,588
Change-845 (-3%)
Value$9.0M (-$2.5M)
Filed 2026-10-05
Avantax Planning Partners, Inc.
INCREASED
Shares31,431 from 27,942
Change+3,489 (+12%)
Value$8.9M (-$912.8K)
Filed 2026-11-03
Penobscot Investment Management Company, Inc.
DECREASED
Shares31,202 from 32,628
Change-1,426 (-4%)
Value$8.9M (-$2.6M)
Filed 2026-10-26
Mattern Capital Management, LLC
INCREASED
Shares31,151 from 30,013
Change+1,138 (+4%)
Value$8.9M (-$1.7M)
Filed 2026-11-02
Quadrant Capital Group LLC
DECREASED
Shares30,946 from 32,747
Change-1,801 (-5%)
Value$9.1M (-$2.5M)
Filed 2026-10-20
Park National Corp
DECREASED
Shares30,803 from 31,919
Change-1,116 (-3%)
Value$8.8M (-$2.5M)
Filed 2026-10-05
North Dakota State Investment Board
INCREASED
Shares30,552 from 29,607
Change+945 (+3%)
Value$8.7M (-$1.8M)
Filed 2026-10-27
Ledyard National Bank
DECREASED
Shares30,537 from 30,970
Change-433 (-1%)
Value$8.7M (-$2.2M)
Filed 2026-10-21
Viking Fund Management LLC
INCREASED
Shares30,000 from 28,000
Change+2,000 (+7%)
Value$8.5M (-$1.3M)
Filed 2026-10-14
Farmers & Merchants Investments Inc
DECREASED
Shares29,873 from 29,919
Change-46 (0%)
Value$8.5M (-$2.1M)
Filed 2026-10-22
Founders Capital Management, LLC
DECREASED
Shares29,624 from 30,553
Change-929 (-3%)
Value$8.4M (-$2.3M)
Filed 2026-10-23
WoodTrust Financial Corp
DECREASED
Shares29,473 from 30,557
Change-1,084 (-4%)
Value$8.4K (-$10.8M)
Filed 2026-10-09
Ascent Group, LLC
INCREASED
Shares29,272 from 28,781
Change+491 (+2%)
Value$8.3M (-$1.8M)
Filed 2026-10-30
Appleton Partners Inc
DECREASED
Shares29,248 from 33,556
Change-4,308 (-13%)
Value$8.3M (-$3.5M)
Filed 2026-10-30
Laurel Wealth Advisors LLC
INCREASED
Shares28,780 from 28,760
Change+20 (+0%)
Value$8.2M (-$2.0M)
Filed 2026-10-27
Private Wealth Partners, LLC
DECREASED
Shares28,588 from 30,017
Change-1,429 (-5%)
Value$8.1M (-$2.5M)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares28,556 from 24,250
Change+4,306 (+18%)
Value$8.1M (-$428.6K)
Filed 2026-11-03
Lockheed Martin Investment Management Co
DECREASED
Shares28,460 from 42,090
Change-13,630 (-32%)
Value$8.1M (-$6.7M)
Filed 2026-11-04
Trust Co of Toledo NA
DECREASED
Shares28,393 from 29,057
Change-664 (-2%)
Value$8.1M (-$2.2M)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares28,217 from 31,227
Change-3,010 (-10%)
Value$8.0M (-$3.0M)
Filed 2026-10-13
Old Republic International Corp
DECREASED
Shares28,200 from 33,000
Change-4,800 (-15%)
Value$8.0M (+$8.0M)
Filed 2026-10-26
Commonwealth Retirement Investments LLC
INCREASED
Shares28,188 from 27,329
Change+859 (+3%)
Value$8.0M (-$1.6M)
Filed 2026-10-26
Stockman Wealth Management, Inc.
INCREASED
Shares28,035 from 26,776
Change+1,259 (+5%)
Value$8.0M (-$1.5M)
Filed 2026-10-27
Chesley Taft & Associates LLC
DECREASED
Shares27,748 from 60,835
Change-33,087 (-54%)
Value$7.9M (-$13.6M)
Filed 2026-10-13
LVM Capital Management LTD
DECREASED
Shares27,445 from 29,539
Change-2,094 (-7%)
Value$7.8M (+$7.8M)
Filed 2026-10-20
Clear Trail Advisors, LLC
INCREASED
Shares27,437 from 26,751
Change+686 (+3%)
Value$7.8M (-$1.6M)
Filed 2026-10-20
Fiduciary Alliance LLC
INCREASED
Shares27,387 from 27,347
Change+40 (+0%)
Value$7.8M (-$1.9M)
Filed 2026-10-13
Kanawha Capital Management LLC
INCREASED
Shares27,365 from 26,918
Change+447 (+2%)
Value$7.8M (-$1.7M)
Filed 2026-10-19
Petredis Investment Advisors LLC
INCREASED
Shares27,318 from 27,194
Change+124 (+0%)
Value$7.8M (-$1.8M)
Filed 2026-10-20
BAR Harbor Wealth Management
DECREASED
Shares27,184 from 27,260
Change-76 (0%)
Value$7.7M (-$1.9M)
Filed 2026-10-21
Edge Wealth Management LLC
DECREASED
Shares27,056 from 27,779
Change-723 (-3%)
Value$7.7M (-$2.1M)
Filed 2026-10-13
Allen Capital Group, LLC
DECREASED
Shares27,024 from 27,400
Change-376 (-1%)
Value$7.7M (-$2.0M)
Filed 2026-10-27
Ascent Wealth Partners, LLC
DECREASED
Shares26,972 from 27,469
Change-497 (-2%)
Value$7.7M (-$2.0M)
Filed 2026-10-23
Patten & Patten Inc
INCREASED
Shares26,748 from 26,436
Change+312 (+1%)
Value$7.6M (-$1.7M)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED
Shares26,743 from 25,974
Change+769 (+3%)
Value$7.6M (-$1.6M)
Filed 2026-10-16
Hennessy Advisors Inc
DECREASED
Shares26,650 from 28,640
Change-1,990 (-7%)
Value$7.6M (-$2.5M)
Filed 2026-10-28
Joseph Group Capital Management
INCREASED
Shares26,636 from 22,944
Change+3,692 (+16%)
Value$7.6M (-$514.1K)
Filed 2026-11-04
Ritholtz Wealth Management
DECREASED
Shares26,601 from 26,807
Change-206 (-1%)
Value$7.6M (-$1.9M)
Filed 2026-11-05
Strategic Advisors LLC
DECREASED
Shares26,546 from 28,286
Change-1,740 (-6%)
Value$7.6M (-$2.4M)
Filed 2026-10-13
Cullinan Associates Inc
DECREASED
Shares26,542 from 27,706
Change-1,164 (-4%)
Value$7.6M (-$2.2M)
Filed 2026-11-03
Rockline Wealth Management, LLC
DECREASED
Shares26,473 from 27,094
Change-621 (-2%)
Value$7.5M (-$2.0M)
Filed 2026-10-26
Parallel Advisors, LLC
DECREASED
Shares26,450 from 29,001
Change-2,551 (-9%)
Value$7.5M (-$2.7M)
Filed 2026-11-03
LEE Danner & Bass Inc
INCREASED
Shares26,449 from 25,966
Change+483 (+2%)
Value$7.5M (-$1.6M)
Filed 2026-10-27
Praxis Investment Management Inc
DECREASED
Shares26,228 from 40,656
Change-14,428 (-35%)
Value$7.5M (-$6.9M)
Filed 2026-11-03
Exchange Traded Concepts, LLC
INCREASED
Shares26,034 from 22,992
Change+3,042 (+13%)
Value$7.4M (-$702.4K)
Filed 2026-10-28
Masterinvest Kapitalanlage GmbH
INCREASED
Shares25,838 from 23,758
Change+2,080 (+9%)
Value$7.4M (-$1.0M)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares25,817 from 23,687
Change+2,130 (+9%)
Value$7.3M (-$1.0M)
Filed 2026-10-27
Forbes J M & Co LLP
INCREASED
Shares25,815 from 25,621
Change+194 (+1%)
Value$7.3M (-$1.7M)
Filed 2026-10-16
Hohimer Wealth Management, LLC
INCREASED
Shares25,651 from 15,756
Change+9,895 (+63%)
Value$7.3M (+$1.7M)
Filed 2026-11-04
Clear Harbor Asset Management, LLC
INCREASED
Shares25,331 from 24,883
Change+448 (+2%)
Value$7.2M (-$1.6M)
Filed 2026-11-05
Oak Harvest Investment Services
DECREASED
Shares25,299 from 27,170
Change-1,871 (-7%)
Value$7.2M (-$2.4M)
Filed 2026-10-20
Monte Financial Group, LLC
DECREASED
Shares25,257 from 25,399
Change-142 (-1%)
Value$7.2M (-$1.2M)
Filed 2026-11-02
Fusion Capital, LLC
INCREASED
Shares25,223 from 23,828
Change+1,395 (+6%)
Value$7.2M (-$1.2M)
Filed 2026-10-28
Neville Rodie & Shaw Inc
DECREASED
Shares25,220 from 27,120
Change-1,900 (-7%)
Value$7.2K (-$2.4K)
Filed 2026-10-05
Blue Trust, Inc.
DECREASED
Shares25,109 from 25,202
Change-93 (0%)
Value$7.1M (-$1.7M)
Filed 2026-10-15
Simplicity Wealth,LLC
INCREASED
Shares25,004 from 18,345
Change+6,659 (+36%)
Value$7.1M (+$643.4K)
Filed 2026-10-23
Peachtree Investment Partners, LLC
DECREASED
Shares24,985 from 27,624
Change-2,639 (-10%)
Value$7.1M (-$2.6M)
Filed 2026-11-05
Fideuram Asset Management (Ireland) dac
DECREASED
Shares24,923 from 50,972
Change-26,049 (-51%)
Value$8.2M (-$8.5M)
Filed 2026-10-29
Baugh & Associates, LLC
INCREASED
Shares24,702 from 22,709
Change+1,993 (+9%)
Value$6.3M (-$1.7M)
Filed 2026-10-16
Camden National Bank
DECREASED
Shares24,661 from 24,722
Change-61 (0%)
Value$7.0M (-$1.7M)
Filed 2026-11-02
AlphaCore Capital LLC
INCREASED
Shares24,500 from 21,230
Change+3,270 (+15%)
Value$7.0M (-$517.5K)
Filed 2026-11-04
Advocate Group LLC
INCREASED
Shares24,439 from 24,012
Change+427 (+2%)
Value$7.0M (-$1.5M)
Filed 2026-10-19
Perryman Financial Advisory Inc
INCREASED
Shares24,342 from 24,090
Change+252 (+1%)
Value$6.9M (-$1.6M)
Filed 2026-10-16
Cabot Wealth Management Inc
DECREASED
Shares24,123 from 32,830
Change-8,707 (-27%)
Value$6.9M (-$4.7M)
Filed 2026-11-05
Virginia Retirement Systems ET Al
DECREASED
Shares24,110 from 25,310
Change-1,200 (-5%)
Value$6.9M (-$2.1M)
Filed 2026-10-28
Salem Investment Counselors Inc
INCREASED
Shares23,987 from 23,451
Change+536 (+2%)
Value$6.8M (-$1.4M)
Filed 2026-10-13
James Investment Research, Inc.
DECREASED
Shares23,930 from 24,487
Change-557 (-2%)
Value$6.8M (-$1.8M)
Filed 2026-10-22
111 Capital
NEW
Shares23,857
Change+23,857
Value$6.8M
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares23,655 from 19,508
Change+4,147 (+21%)
Value$6.7M (-$113.8K)
Filed 2026-10-13
Baker Chad R
UNCHANGED
Shares23,415 from 23,415
Change0 (0%)
Value$6.7M (-$1.6M)
Filed 2026-10-22
Spire Wealth Management
INCREASED
Shares23,380 from 15,826
Change+7,554 (+48%)
Value$6.7M (+$1.1M)
Filed 2026-10-30
First Merchants Corp
DECREASED
Shares23,267 from 23,754
Change-487 (-2%)
Value$6.6M (-$1.8M)
Filed 2026-10-15
Cypress Capital Group
DECREASED
Shares23,246 from 24,976
Change-1,730 (-7%)
Value$6.6M (-$2.2M)
Filed 2026-11-03
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares23,203 from 15,217
Change+7,986 (+52%)
Value$6.6M (+$1.2M)
Filed 2026-11-04
Sky Investment Group LLC
INCREASED
Shares22,982 from 21,529
Change+1,453 (+7%)
Value$6.5M (-$1.1M)
Filed 2026-10-30
Parthenon LLC
DECREASED
Shares22,944 from 23,058
Change-114 (0%)
Value$6.5M (-$1.6M)
Filed 2026-10-22
Liberty Capital Management, Inc.
DECREASED
Shares22,927 from 23,796
Change-869 (-4%)
Value$6.5M (-$1.9M)
Filed 2026-11-02
Private Management Group Inc
INCREASED
Shares22,916 from 22,898
Change+18 (+0%)
Value$6.5M (-$1.6M)
Filed 2026-11-04
Deltec Asset Management LLC
DECREASED
Shares22,864 from 23,767
Change-903 (-4%)
Value$6.5M (-$1.9M)
Filed 2026-10-26
GW Henssler & Associates LTD
DECREASED
Shares22,824 from 31,701
Change-8,877 (-28%)
Value$6.5M (-$4.7M)
Filed 2026-10-26
Bath Savings Trust Co
DECREASED
Shares22,620 from 26,253
Change-3,633 (-14%)
Value$6.4M (-$2.8M)
Filed 2026-10-07
Smith Salley Wealth Management
INCREASED
Shares22,596 from 21,622
Change+974 (+5%)
Value$6.4M (-$1.2M)
Filed 2026-11-03
Northside Capital Management, LLC
INCREASED
Shares22,582 from 3,523
Change+19,059 (+541%)
Value$6.4M (+$5.2M)
Filed 2026-10-13
Burney Co/
DECREASED
Shares22,165 from 22,915
Change-750 (-3%)
Value$6.3M (-$1.8M)
Filed 2026-10-15
Old National Bancorp
DECREASED
Shares22,037 from 23,356
Change-1,319 (-6%)
Value$6.3M (-$2.0M)
Filed 2026-10-20
Plato Investment Management Ltd
DECREASED
Shares21,938 from 22,240
Change-302 (-1%)
Value$6.3M (-$1.5M)
Filed 2026-11-05
Insight Wealth Strategies, LLC
INCREASED
Shares21,838 from 21,512
Change+326 (+2%)
Value$6.2M (-$1.3M)
Filed 2026-10-09
Nicholas Hoffman & Company, Llc.
INCREASED
Shares21,752 from 21,304
Change+448 (+2%)
Value$6.2M (-$1.3M)
Filed 2026-10-30
Wendell David Associates Inc
DECREASED
Shares21,671 from 23,760
Change-2,089 (-9%)
Value$6.2M (-$2.2M)
Filed 2026-10-27
Associated Banc-Corp
DECREASED
Shares21,613 from 22,318
Change-705 (-3%)
Value$6.1M (-$1.7M)
Filed 2026-10-30
Stokes Capital Advisors, LLC
INCREASED
Shares21,600 from 21,070
Change+530 (+3%)
Value$6.1M (-$1.3M)
Filed 2026-10-09
International Assets Investment Management, LLC
DECREASED
Shares21,395 from 21,830
Change-435 (-2%)
Value$6.0M (-$1.6M)
Filed 2026-11-02
Trifecta Capital Advisors, LLC
INCREASED
Shares21,315 from 21,124
Change+191 (+1%)
Value$6.1M (-$1.4M)
Filed 2026-10-21
StoneX Group Inc.
INCREASED
Shares21,304 from 17,535
Change+3,769 (+21%)
Value$6.1M (-$52.3K)
Filed 2026-11-03
Integrity Alliance, Llc.
DECREASED
Shares21,203 from 22,540
Change-1,337 (-6%)
Value$6.0M (-$1.9M)
Filed 2026-10-29
Allen Investment Management, LLC
DECREASED
Shares21,070 from 21,091
Change-21 (0%)
Value$6.0M (-$1.4M)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares20,986 from 20,363
Change+623 (+3%)
Value$6.0M (-$1.2M)
Filed 2026-10-23
BIP Wealth, LLC
DECREASED
Shares20,957 from 25,397
Change-4,440 (-17%)
Value$6.0M (-$3.0M)
Filed 2026-10-22
Hudson Edge Investment Partners Inc.
DECREASED
Shares20,915 from 22,527
Change-1,612 (-7%)
Value$6.0M (-$2.0M)
Filed 2026-10-28
Westbourne Investment Advisors, Inc.
INCREASED
Shares20,877 from 19,972
Change+905 (+5%)
Value$5.9M (-$1.1M)
Filed 2026-10-20
Guyasuta Investment Advisors Inc
DECREASED
Shares20,862 from 21,521
Change-659 (-3%)
Value$5.9M (-$1.7M)
Filed 2026-10-15
Sawgrass Asset Management LLC
DECREASED
Shares20,763 from 21,096
Change-333 (-2%)
Value$5.9M (-$1.5M)
Filed 2026-11-03
Consolidated Investment Group LLC
UNCHANGED
Shares20,750 from 20,750
Change0 (0%)
Value$5.9M (-$1.4M)
Filed 2026-11-04
Titleist Asset Management, LLC
INCREASED
Shares20,747 from 12,567
Change+8,180 (+65%)
Value$5.9M (+$1.5M)
Filed 2026-10-08
Sage Capital Advisors,llc
INCREASED
Shares20,743 from 20,645
Change+98 (+0%)
Value$5.9M (-$1.4M)
Filed 2026-10-13
Constitution Capital LLC
DECREASED
Shares20,543 from 20,913
Change-370 (-2%)
Value$5.8M (-$1.5M)
Filed 2026-10-23
Woodmont Investment Counsel LLC
INCREASED
Shares20,516 from 19,839
Change+677 (+3%)
Value$5.8M (-$1.2M)
Filed 2026-10-29
Sterling Investment Advisors, Ltd.
INCREASED
Shares20,324 from 20,262
Change+62 (+0%)
Value$5.8M (-$1.4M)
Filed 2026-10-27
Kwmg, LLC
INCREASED
Shares20,305 from 19,645
Change+660 (+3%)
Value$5.8M (-$1.2M)
Filed 2026-10-07
Evergreen Capital Management LLC
INCREASED
Shares20,245 from 13,583
Change+6,662 (+49%)
Value$5.8M (+$969.0K)
Filed 2026-10-23
Chronos Wealth Management, LLC
DECREASED
Shares20,225 from 20,598
Change-373 (-2%)
Value$5.8M (-$1.5M)
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares20,202
Change+20,202
Value$6.5K
Filed 2026-11-03
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares20,187 from 21,315
Change-1,128 (-5%)
Value$5.7M (-$1.8M)
Filed 2026-10-22
Verdence Capital Advisors LLC
INCREASED
Shares20,061 from 15,493
Change+4,568 (+29%)
Value$5.7M (+$243.2K)
Filed 2026-10-26
Hourglass Capital, LLC
DECREASED
Shares19,995 from 21,739
Change-1,744 (-8%)
Value$5.7M (-$2.0M)
Filed 2026-10-26
Elyxium Wealth, LLC
DECREASED
Shares19,879 from 19,884
Change-5 (0%)
Value$5.7M (-$1.4M)
Filed 2026-10-27
TD Private Client Wealth LLC
INCREASED
Shares19,824 from 18,898
Change+926 (+5%)
Value$5.6M (-$1.0M)
Filed 2026-10-28
WealthPlan Investment Management, LLC
INCREASED
Shares19,816 from 16,946
Change+2,870 (+17%)
Value$5.6M (-$339.1K)
Filed 2026-10-15
Kornitzer Capital Management Inc
DECREASED
Shares19,783 from 20,321
Change-538 (-3%)
Value$5.6M (-$1.5M)
Filed 2026-11-03
Greenwood Capital Associates LLC
INCREASED
Shares19,717 from 19,469
Change+248 (+1%)
Value$5.6M (-$1.3M)
Filed 2026-10-27
Columbus Macro, LLC
INCREASED
Shares19,671 from 19,438
Change+233 (+1%)
Value$5.6M (-$1.3M)
Filed 2026-10-14
Fulton Bank, N.A.
DECREASED
Shares19,613 from 25,408
Change-5,795 (-23%)
Value$5.6M (-$3.4M)
Filed 2026-10-14
Patton Albertson Miller Group, LLC
DECREASED
Shares19,609 from 19,885
Change-276 (-1%)
Value$5.6M (-$1.4M)
Filed 2026-10-26
Harrell Investment Partners, LLC
DECREASED
Shares19,533 from 19,990
Change-457 (-2%)
Value$5.6M (-$1.5M)
Filed 2026-10-15
Sentry LLC
DECREASED
Shares19,496 from 19,722
Change-226 (-1%)
Value$5.5M (-$1.4M)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
DECREASED
Shares19,448 from 21,338
Change-1,890 (-9%)
Value$5.5M (-$2.0M)
Filed 2026-11-04
Ashurst Perkins Coie Trust Co
INCREASED
Shares19,446 from 19,436
Change+10 (+0%)
Value$5.5M (-$1.3M)
Filed 2026-10-15
Boston Common Asset Management, LLC
DECREASED
Shares19,435 from 19,662
Change-227 (-1%)
Value$5.5M (-$1.4M)
Filed 2026-10-13
Tema Etfs LLC
INCREASED
Shares19,369 from 19,021
Change+348 (+2%)
Value$5.5M (-$1.2M)
Filed 2026-10-16
Peterson Wealth Services
INCREASED
Shares19,349 from 17,587
Change+1,762 (+10%)
Value$5.5M (-$698.0K)
Filed 2026-10-26
William B. Walkup & Associates, Inc.
DECREASED
Shares19,319 from 19,361
Change-42 (0%)
Value$5.5M (-$1.3M)
Filed 2026-11-05
RMR Wealth Builders
INCREASED
Shares19,313 from 18,582
Change+731 (+4%)
Value$5.5M (-$1.1M)
Filed 2026-10-22
Harbour Capital Advisors, LLC
INCREASED
Shares19,311 from 19,104
Change+207 (+1%)
Value$5.5M (-$1.1M)
Filed 2026-10-13
Horrell Capital Management, Inc.
DECREASED
Shares19,288 from 20,154
Change-866 (-4%)
Value$5.5M (-$1.6M)
Filed 2026-10-08
GHP Investment Advisors, Inc.
INCREASED
Shares19,250 from 18,997
Change+253 (+1%)
Value$5.5M (-$1.2M)
Filed 2026-10-15
Ables, Iannone, Moore & Associates, Inc.
INCREASED
Shares19,167 from 17,854
Change+1,313 (+7%)
Value$5.5M (-$843.9K)
Filed 2026-10-06
Meiji Yasuda America Inc
INCREASED
Shares19,140 from 15,426
Change+3,714 (+24%)
Value$5.4M (+$4.7K)
Filed 2026-10-22
Mechanics Bank Trust Department
DECREASED
Shares19,090 from 20,286
Change-1,196 (-6%)
Value$5.4M (-$1.7M)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares18,964 from 17,183
Change+1,781 (+10%)
Value$5.4M (-$664.9K)
Filed 2026-10-20
Community Bank & Trust, Waco, Texas
INCREASED
Shares18,962 from 17,848
Change+1,114 (+6%)
Value$5.4M (-$901.0K)
Filed 2026-10-19
Reliant Investment Management, LLC
DECREASED
Shares18,957 from 19,095
Change-138 (-1%)
Value$5.4M (-$1.3M)
Filed 2026-10-14
Parcion Private Wealth LLC
INCREASED
Shares18,893 from 17,876
Change+1,017 (+6%)
Value$5.4M (-$929.9K)
Filed 2026-10-28
Arjuna Capital
DECREASED
Shares18,851 from 19,316
Change-465 (-2%)
Value$5.4M (-$1.4M)
Filed 2026-11-03
Bdf-Gestion
DECREASED
Shares18,850 from 21,241
Change-2,391 (-11%)
Value$5.4M (-$1.1M)
Filed 2026-10-19
Machina Capital S.A.S.
NEW
Shares18,810
Change+18,810
Value$5.4M
Filed 2026-11-05
Baxter Bros Inc
DECREASED
Shares18,787 from 19,707
Change-920 (-5%)
Value$5.3M (-$1.6M)
Filed 2026-11-04
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares18,717 from 17,798
Change+919 (+5%)
Value$5.3M (-$952.2K)
Filed 2026-11-03
Occidental Asset Management, LLC
INCREASED
Shares18,664 from 17,041
Change+1,623 (+10%)
Value$5.3M (-$700.1K)
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares18,598 from 18,931
Change-333 (-2%)
Value$5.3M (-$1.4M)
Filed 2026-10-23
Capital Asset Advisory Services LLC
DECREASED
Shares18,590 from 23,451
Change-4,861 (-21%)
Value$6.1M (-$2.2M)
Filed 2026-10-30
Ascentis Independent Advisors
INCREASED
Shares18,488 from 293
Change+18,195 (+6210%)
Value$5.3M (+$5.2M)
Filed 2026-11-03
Sowell Financial Services LLC
DECREASED
Shares18,294 from 18,331
Change-37 (0%)
Value$5.2M (-$1.3M)
Filed 2026-10-23
Castleview Partners, LLC
INCREASED
Shares18,265 from 13,894
Change+4,371 (+31%)
Value$5.2M (+$296.0K)
Filed 2026-10-09
Ayrshire Capital Management LLC
INCREASED
Shares18,229 from 17,437
Change+792 (+5%)
Value$5.2M (-$963.8K)
Filed 2026-10-20
V-Square Quantitative Management LLC
INCREASED
Shares18,125 from 17,489
Change+636 (+4%)
Value$5.2M (-$1.0M)
Filed 2026-10-15
Quilter Plc
DECREASED
Shares18,118 from 19,252
Change-1,134 (-6%)
Value$5.2M (-$1.6M)
Filed 2026-10-21
TLW Wealth Management, LLC
INCREASED
Shares18,006 from 17,579
Change+427 (+2%)
Value$5.1M (-$1.1M)
Filed 2026-10-27
William Allan Corp
DECREASED
Shares18,006 from 18,144
Change-138 (-1%)
Value$5.1M (-$1.3M)
Filed 2026-10-14
AIA Group Ltd
DECREASED
Shares17,883 from 60,537
Change-42,654 (-70%)
Value$5.1M (-$16.3M)
Filed 2026-10-30
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares17,786 from 17,876
Change-90 (0%)
Value$5.1M (-$1.2M)
Filed 2026-10-15
Independence Bank of Kentucky
INCREASED
Shares17,693 from 17,550
Change+143 (+1%)
Value$5.0M (-$1.2M)
Filed 2026-10-26
Atwood & Palmer Inc
DECREASED
Shares17,653 from 17,732
Change-79 (0%)
Value$5.0M (-$1.2M)
Filed 2026-10-08
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares17,629 from 19,556
Change-1,927 (-10%)
Value$5.0M (-$1.9M)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
INCREASED
Shares17,570 from 17,454
Change+116 (+1%)
Value$5.0M (-$1.2M)
Filed 2026-10-26
Asset Planning Services Inc
DECREASED
Shares17,568 from 17,578
Change-10 (0%)
Value$5.0K (-$6.2M)
Filed 2026-10-15
First International Bank of Israel Ltd.
DECREASED
Shares17,435 from 17,944
Change-509 (-3%)
Value$5.0M (-$1.4M)
Filed 2026-11-04
Strategy Asset Managers LLC
INCREASED
Shares17,415 from 16,913
Change+502 (+3%)
Value$5.0M (-$1.0M)
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares17,327 from 50,578
Change-33,251 (-66%)
Value$4.9M (-$12.9M)
Filed 2026-10-21
Confluence Wealth Services, Inc.
DECREASED
Shares17,220 from 19,731
Change-2,511 (-13%)
Value$4.9M (-$2.1M)
Filed 2026-11-05
Asset One Wealth Management LLC
INCREASED
Shares17,089 from 15,932
Change+1,157 (+7%)
Value$4.9M (-$578.0K)
Filed 2026-11-02
Capital Investment Counsel, LLC
DECREASED
Shares17,087 from 17,094
Change-7 (0%)
Value$4.9M (-$1.2M)
Filed 2026-10-14
Journey Advisory Group, LLC
DECREASED
Shares17,079 from 17,198
Change-119 (-1%)
Value$4.9M (-$1.2M)
Filed 2026-11-04
Joel Isaacson & Co., LLC
INCREASED
Shares17,028 from 16,603
Change+425 (+3%)
Value$4.8M (-$1.0M)
Filed 2026-11-05
Richard C. Young & Co., Ltd.
DECREASED
Shares17,026 from 19,319
Change-2,293 (-12%)
Value$4.8M (-$2.0M)
Filed 2026-11-04
Advanced Asset Management Advisors Inc
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$4.8M (-$1.2M)
Filed 2026-10-20
City Holding Co
DECREASED
Shares16,901 from 17,445
Change-544 (-3%)
Value$4.8M (-$1.3M)
Filed 2026-10-19
American Institute for Advanced Investment Management, LLP
INCREASED
Shares16,893 from 10,001
Change+6,892 (+69%)
Value$1.1M (-$273.4K)
Filed 2026-11-03
New Hampshire Trust
INCREASED
Shares16,871 from 16,286
Change+585 (+4%)
Value$4.8M (-$944.1K)
Filed 2026-10-20
Scissortail Wealth Management, LLC
INCREASED
Shares16,848 from 16,696
Change+152 (+1%)
Value$4.8M (-$1.1M)
Filed 2026-11-03
Buckhead Capital Management LLC
DECREASED
Shares16,783 from 16,912
Change-129 (-1%)
Value$4.8M (-$1.2M)
Filed 2026-11-03
Eagle Capital Management, LLC
DECREASED
Shares16,741 from 17,187
Change-446 (-3%)
Value$4.8M (+$4.8M)
Filed 2026-10-19
Bull Street Advisors, LLC
INCREASED
Shares16,704 from 16,532
Change+172 (+1%)
Value$4.8M (-$1.1M)
Filed 2026-10-20
Builder Investment Group Inc
INCREASED
Shares16,702 from 16,699
Change+3 (+0%)
Value$4.8M (-$1.1M)
Filed 2026-10-22
S.E.E.D. Planning Group LLC
DECREASED
Shares16,579 from 17,180
Change-601 (-3%)
Value$4.7M (-$1.3M)
Filed 2026-10-07
Range Financial Group LLC
INCREASED
Shares16,533 from 15,830
Change+703 (+4%)
Value$4.7M (-$879.5K)
Filed 2026-10-21
DLK Investment Management, LLC
INCREASED
Shares16,496 from 14,802
Change+1,694 (+11%)
Value$4.7M (-$402.6K)
Filed 2026-10-09
Cove Private Wealth, LLC
INCREASED
Shares16,471 from 15,984
Change+487 (+3%)
Value$4.7M (-$951.4K)
Filed 2026-10-28
Councilmark Asset Management, LLC
DECREASED
Shares16,402 from 16,433
Change-31 (0%)
Value$4.7M (-$1.1M)
Filed 2026-10-20
Cypress Asset Management Inc
DECREASED
Shares16,229 from 16,779
Change-550 (-3%)
Value$4.6M (-$1.3M)
Filed 2026-10-09
Procyon Advisors, LLC
DECREASED
Shares16,083 from 17,195
Change-1,112 (-6%)
Value$4.6M (-$1.5M)
Filed 2026-10-21
Stolper Co
INCREASED
Shares16,077 from 15,883
Change+194 (+1%)
Value$4.6K (-$1.0K)
Filed 2026-10-13
Mystic Asset Management, Inc.
INCREASED
Shares16,033 from 15,846
Change+187 (+1%)
Value$4.6M (-$1.0M)
Filed 2026-10-15
Cohen Klingenstein LLC
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$4.6M (-$1.1M)
Filed 2026-10-15
Gables Capital Management Inc.
INCREASED
Shares15,994 from 15,839
Change+155 (+1%)
Value$4.6M (-$1.0M)
Filed 2026-11-04
University of Texas S AM Investment Management Co
INCREASED
Shares15,958 from 12,512
Change+3,446 (+28%)
Value$4.5M (+$127.2K)
Filed 2026-11-03
Cornerstone Wealth Group, LLC
DECREASED
Shares15,897 from 35,291
Change-19,394 (-55%)
Value$4.5M (-$7.9M)
Filed 2026-11-02
Granite Investment Partners, LLC
DECREASED
Shares15,847 from 31,882
Change-16,035 (-50%)
Value$4.5M (-$6.7M)
Filed 2026-11-04
Bill Few Associates, Inc.
INCREASED
Shares15,822 from 15,536
Change+286 (+2%)
Value$4.5M (-$978.3K)
Filed 2026-10-09
Addenda Capital Inc.
UNCHANGED
Shares15,800 from 15,800
Change0 (0%)
Value$4.5M (-$1.1M)
Filed 2026-10-13
Victrix Investment Advisors
INCREASED
Shares15,798 from 15,055
Change+743 (+5%)
Value$4.5M (-$815.2K)
Filed 2026-10-13
Wallington Asset Management, LLC
INCREASED
Shares15,759 from 15,719
Change+40 (+0%)
Value$4.5M (-$1.1M)
Filed 2026-11-04
Schmidt P J Investment Management Inc
DECREASED
Shares15,752 from 15,840
Change-88 (-1%)
Value$4.5M (-$1.1M)
Filed 2026-11-02
Asset Advisors Investment Management, LLC
DECREASED
Shares15,676 from 16,454
Change-778 (-5%)
Value$4.5M (-$1.3M)
Filed 2026-10-19
Morguard Lincluden Global Investments Ltd
DECREASED
Shares15,663 from 15,878
Change-215 (-1%)
Value$4.5M (-$1.1M)
Filed 2026-10-28
GC Wealth Management RIA, LLC
DECREASED
Shares15,553 from 16,216
Change-663 (-4%)
Value$4.4M (-$1.3M)
Filed 2026-11-02
CRA Financial Services, LLC
DECREASED
Shares15,547 from 15,776
Change-229 (-1%)
Value$4.4M (-$1.1M)
Filed 2026-10-16
Bfsg, LLC
INCREASED
Shares15,488 from 15,001
Change+487 (+3%)
Value$4.4M (-$884.5K)
Filed 2026-10-30
Mather Group, Llc.
INCREASED
Shares15,405 from 15,057
Change+348 (+2%)
Value$4.4M (-$927.7K)
Filed 2026-10-14
Accurate Wealth Management, LLC
INCREASED
Shares15,383 from 13,383
Change+2,000 (+15%)
Value$4.5M (-$72.8K)
Filed 2026-10-20
Symphony Financial, Ltd. Co.
INCREASED
Shares15,328 from 12,119
Change+3,209 (+26%)
Value$4.4M (+$126.4K)
Filed 2026-10-22
Family Legacy, Inc.
INCREASED
Shares15,224 from 15,085
Change+139 (+1%)
Value$4.3M (-$989.1K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares15,145 from 12,642
Change+2,503 (+20%)
Value$4.3M (-$150.1K)
Filed 2026-10-13
Van Cleef Asset Management,Inc
DECREASED
Shares14,993 from 15,002
Change-9 (0%)
Value$4.3M (-$1.0M)
Filed 2026-10-20
CWA Asset Management Group, LLC
DECREASED
Shares14,988 from 15,886
Change-898 (-6%)
Value$4.3M (-$1.3M)
Filed 2026-10-19
Kerusso Capital Management LLC
INCREASED
Shares14,984 from 13,578
Change+1,406 (+10%)
Value$4.3M (-$525.9K)
Filed 2026-10-27
Sapient Capital LLC
DECREASED
Shares14,932 from 15,099
Change-167 (-1%)
Value$4.2M (-$1.1M)
Filed 2026-10-08
Davis-Rea Ltd.
DECREASED
Shares14,896 from 14,910
Change-14 (0%)
Value$4.2M (-$1.0M)
Filed 2026-10-13
West Branch Capital LLC
INCREASED
Shares14,822 from 14,511
Change+311 (+2%)
Value$4.2M (-$901.1K)
Filed 2026-10-20
Univest Financial Corp
DECREASED
Shares14,814 from 16,009
Change-1,195 (-7%)
Value$4.2M (-$1.4M)
Filed 2026-11-05
Wealth Advisory Solutions, LLC
DECREASED
Shares14,728 from 14,935
Change-207 (-1%)
Value$4.2M (-$1.1M)
Filed 2026-10-20
Aries Wealth Management
DECREASED
Shares14,715 from 14,820
Change-105 (-1%)
Value$4.2M (-$1.0M)
Filed 2026-10-23
Busey Bank
DECREASED
Shares14,684 from 14,980
Change-296 (-2%)
Value$4.2M (-$1.1M)
Filed 2026-10-26
Scott & Selber, Inc.
DECREASED
Shares14,661 from 14,667
Change-6 (0%)
Value$4.2M (-$1.0M)
Filed 2026-10-21
Arrow Financial Corp
DECREASED
Shares14,637 from 14,862
Change-225 (-2%)
Value$4.2M (-$1.1M)
Filed 2026-10-26
Chatham Capital Group, Inc.
INCREASED
Shares14,636 from 14,235
Change+401 (+3%)
Value$4.2M (-$856.7K)
Filed 2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares14,636 from 14,958
Change-322 (-2%)
Value$4.2M (-$1.1M)
Filed 2026-10-15
Clean Yield Group
INCREASED
Shares14,627 from 14,388
Change+239 (+2%)
Value$4.2M (-$913.1K)
Filed 2026-10-28
BG Investment Services, LLC
NEW
Shares14,599
Change+14,599
Value$772.5K
Filed 2026-10-23
North Star Investment Management Corp.
INCREASED
Shares14,533 from 14,425
Change+108 (+1%)
Value$4.1M (-$952.8K)
Filed 2026-10-27
Valeo Financial Advisors, LLC
DECREASED
Shares14,461 from 15,444
Change-983 (-6%)
Value$4.1M (-$1.3M)
Filed 2026-10-08
Perennial Advisors, LLC
DECREASED
Shares14,431 from 14,904
Change-473 (-3%)
Value$4.1M (-$1.2M)
Filed 2026-10-13
Birch Hill Investment Advisors LLC
INCREASED
Shares14,404 from 13,899
Change+505 (+4%)
Value$4.1M (-$804.1K)
Filed 2026-10-16
DeDora Capital, Inc.
INCREASED
Shares14,404 from 14,344
Change+60 (+0%)
Value$4.1M (-$960.9K)
Filed 2026-10-26
Carret Asset Management, LLC
INCREASED
Shares14,322 from 14,312
Change+10 (+0%)
Value$4.1M (-$973.0K)
Filed 2026-11-04
Ninety One UK Ltd
DECREASED
Shares14,270 from 19,660
Change-5,390 (-27%)
Value$4.1M (-$2.9M)
Filed 2026-10-15
SeaBridge Investment Advisors LLC
INCREASED
Shares14,168 from 13,903
Change+265 (+2%)
Value$4.0M (-$872.7K)
Filed 2026-11-02
Jcic Asset Management Inc.
DECREASED
Shares14,154 from 14,227
Change-73 (-1%)
Value$4.0M (-$652.4K)
Filed 2026-10-30
Investors Asset Management of Georgia Inc
INCREASED
Shares14,123 from 14,034
Change+89 (+1%)
Value$4.0M (-$931.6K)
Filed 2026-10-20
Lineweaver Wealth Advisors, LLC
INCREASED
Shares14,024 from 13,871
Change+153 (+1%)
Value$4.0M (-$902.6K)
Filed 2026-10-13
Birch Financial Group, LLC
DECREASED
Shares13,966 from 14,020
Change-54 (0%)
Value$4.0M (-$971.4K)
Filed 2026-10-27
Integrated Advisors Network LLC
DECREASED
Shares13,953 from 15,303
Change-1,350 (-9%)
Value$4.0M (-$1.4M)
Filed 2026-10-20
Aprio Wealth Management, LLC
DECREASED
Shares13,940 from 15,427
Change-1,487 (-10%)
Value$4.0M (-$1.5M)
Filed 2026-10-28
PFG Advisors
DECREASED
Shares13,885 from 15,455
Change-1,570 (-10%)
Value$4.0M (-$1.5M)
Filed 2026-10-16
Community Trust & Investment Co
INCREASED
Shares13,854 from 13,824
Change+30 (+0%)
Value$3.9M (-$934.1K)
Filed 2026-10-15
Union Bancaire Privee, UBP SA
DECREASED
Shares13,853 from 14,455
Change-602 (-4%)
Value$6.6M (-$201.1K)
Filed 2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares13,835 from 13,835
Change0 (0%)
Value$4.9M ($0)
Filed 2026-10-15
NBT Bank, N.A.
DECREASED
Shares13,771 from 13,833
Change-62 (0%)
Value$3.9M (-$960.8K)
Filed 2026-10-21
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares13,762 from 13,100
Change+662 (+5%)
Value$3.9M (-$705.0K)
Filed 2026-10-21
Grey Ledge Advisors, LLC
DECREASED
Shares13,704 from 13,706
Change-2 (0%)
Value$3.9M (-$935.3K)
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares13,686 from 11,888
Change+1,798 (+15%)
Value$3.9M (-$193.0K)
Filed 2026-10-08
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares13,676 from 3,441
Change+10,235 (+297%)
Value$3.9M (+$2.7M)
Filed 2026-10-22
Hall Laurie J Trustee
INCREASED
Shares13,667 from 13,467
Change+200 (+1%)
Value$3.9M (-$861.4K)
Filed 2026-10-06
Profund Advisors LLC
DECREASED
Shares13,636 from 13,696
Change-60 (0%)
Value$3.9M (-$951.0K)
Filed 2026-10-29
Carnegie Lake Advisors LLC
DECREASED
Shares13,632 from 14,243
Change-611 (-4%)
Value$4.1M (-$970.7K)
Filed 2026-11-03
Beacon Bank & Trust
DECREASED
Shares13,591 from 14,454
Change-863 (-6%)
Value$3.9M (-$1.2M)
Filed 2026-10-27
Robbins Farley
DECREASED
Shares13,556 from 13,633
Change-77 (-1%)
Value$3.9M (-$951.5K)
Filed 2026-10-21
Herold Advisors, Inc.
INCREASED
Shares13,525 from 13,017
Change+508 (+4%)
Value$3.8M (-$744.4K)
Filed 2026-10-19
Whitener Capital Management, Inc.
DECREASED
Shares13,497 from 13,653
Change-156 (-1%)
Value$3.8M (-$975.4K)
Filed 2026-10-15
China Universal Asset Management Co., Ltd.
INCREASED
Shares13,495 from 12,928
Change+567 (+4%)
Value$3.9M (-$672.3K)
Filed 2026-10-28
Griffith & Werner, Inc.
INCREASED
Shares13,489 from 11,997
Change+1,492 (+12%)
Value$3.8M (-$393.5K)
Filed 2026-11-04
Burns J W & Co Inc
DECREASED
Shares13,435 from 14,795
Change-1,360 (-9%)
Value$3.8M (-$1.4M)
Filed 2026-10-20
Canandaigua National Bank & Trust Co
INCREASED
Shares13,410 from 13,232
Change+178 (+1%)
Value$3.8M (-$851.7K)
Filed 2026-10-07
Valley Brook Capital Group, Inc.
DECREASED
Shares13,399 from 13,454
Change-55 (0%)
Value$3.8M (-$932.9K)
Filed 2026-10-26
Pegasus Asset Management, Inc.
INCREASED
Shares13,391 from 13,009
Change+382 (+3%)
Value$3.8M (-$778.4K)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares13,357 from 13,155
Change+202 (+2%)
Value$3.8M (-$839.7K)
Filed 2026-11-05
Connecticut Wealth Management, LLC
DECREASED
Shares13,261 from 13,413
Change-152 (-1%)
Value$3.8M (-$957.9K)
Filed 2026-10-13
Goelzer Investment Management, Inc.
DECREASED
Shares13,224 from 13,869
Change-645 (-5%)
Value$3.8M (-$1.1M)
Filed 2026-10-16
Quadrant Private Wealth Management, LLC
NEW
Shares13,145
Change+13,145
Value$3.7M
Filed 2026-11-04
Aware Super Pty Ltd as trustee of Aware Super
DECREASED
Shares13,137 from 19,858
Change-6,721 (-34%)
Value$3.7M (-$3.3M)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
NEW
Shares13,095
Change+13,095
Value$3.7M
Filed 2026-10-16
Stiles Financial Services Inc
INCREASED
Shares13,095 from 12,855
Change+240 (+2%)
Value$3.7M (-$808.2K)
Filed 2026-10-30
Parisi Gray Wealth Management
DECREASED
Shares13,090 from 14,468
Change-1,378 (-10%)
Value$3.7M (-$1.4M)
Filed 2026-10-16
Sanders Morris Harris LLC
INCREASED
Shares13,073 from 4,107
Change+8,966 (+218%)
Value$3.8M (+$2.3M)
Filed 2026-10-14
Moody National Bank Trust Division
INCREASED
Shares12,851 from 11,227
Change+1,624 (+14%)
Value$3.7M (-$303.6K)
Filed 2026-10-06
Investmark Advisory Group LLC
INCREASED
Shares12,753 from 12,037
Change+716 (+6%)
Value$3.6M (-$616.5K)
Filed 2026-10-27
Nixon Peabody Trust Co
DECREASED
Shares12,738 from 13,416
Change-678 (-5%)
Value$3.6M (-$1.1M)
Filed 2026-10-23
Orange Investment Advisors, Inc.
DECREASED
Shares12,713 from 12,942
Change-229 (-2%)
Value$3.6M (-$947.7K)
Filed 2026-10-23
Courier Capital LLC
INCREASED
Shares12,680 from 12,602
Change+78 (+1%)
Value$3.6M (-$837.4K)
Filed 2026-10-19
Kathmere Capital Management, LLC
INCREASED
Shares12,674 from 10,749
Change+1,925 (+18%)
Value$3.6M (-$185.4K)
Filed 2026-10-20
Claro Advisors Inc.
INCREASED
Shares12,669 from 11,941
Change+728 (+6%)
Value$3.6M (-$607.1K)
Filed 2026-11-02
First City Capital Management, Inc.
DECREASED
Shares12,661 from 12,825
Change-164 (-1%)
Value$3.6M (-$921.2K)
Filed 2026-10-27
Csenge Advisory Group
DECREASED
Shares12,657 from 13,376
Change-719 (-5%)
Value$3.6M (-$1.1M)
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares12,634 from 14,793
Change-2,159 (-15%)
Value$3.6M (-$1.6M)
Filed 2026-10-27
Grimes & Co Wealth Management, LLC
INCREASED
Shares12,632 from 12,169
Change+463 (+4%)
Value$3.6M (-$698.2K)
Filed 2026-10-29
Physicians Financial Services, Inc.
DECREASED
Shares12,626 from 12,656
Change-30 (0%)
Value$3.6M (-$872.0K)
Filed 2026-11-04
Hoertkorn Richard Charles
DECREASED
Shares12,596 from 12,696
Change-100 (-1%)
Value$3.6M (-$894.2K)
Filed 2026-11-04
MCF Advisors LLC
INCREASED
Shares12,595 from 12,270
Change+325 (+3%)
Value$3.6M (-$744.1K)
Filed 2026-10-28
Tritonpoint Wealth, LLC
DECREASED
Shares12,535 from 12,956
Change-421 (-3%)
Value$3.6M (-$1.0M)
Filed 2026-10-19
Bison Wealth, LLC
INCREASED
Shares12,531 from 11,596
Change+935 (+8%)
Value$3.6M (-$424.2K)
Filed 2026-10-13
Hartline Investment Corp/
DECREASED
Shares12,526 from 13,029
Change-503 (-4%)
Value$3.6M (-$1.0M)
Filed 2026-10-29
Forum Financial Management, LP
DECREASED
Shares12,507 from 12,530
Change-23 (0%)
Value$3.6M (-$860.7K)
Filed 2026-10-16
Burke & Herbert Bank & Trust Co
DECREASED
Shares12,493 from 12,513
Change-20 (0%)
Value$3.6M (-$859.0K)
Filed 2026-11-02
Valley Wealth Managers, Inc.
INCREASED
Shares12,458 from 12,072
Change+386 (+3%)
Value$3.5M (-$713.6K)
Filed 2026-10-09
Thompson Siegel & Walmsley LLC
INCREASED
Shares12,420 from 12,201
Change+219 (+2%)
Value$3.5M (-$770.0K)
Filed 2026-11-05
Retirement Planning Group, LLC
DECREASED
Shares12,362 from 12,747
Change-385 (-3%)
Value$3.5M (-$978.9K)
Filed 2026-10-19
Ferguson Shapiro LLC
INCREASED
Shares12,329 from 12,236
Change+93 (+1%)
Value$3.5M (-$808.1K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
DECREASED
Shares12,320 from 13,910
Change-1,590 (-11%)
Value$3.9M (-$576.3K)
Filed 2026-10-27
MV Capital Management, Inc.
INCREASED
Shares12,297 from 11,332
Change+965 (+9%)
Value$3.5M (-$498.2K)
Filed 2026-10-29
ROI Financial Advisors, LLC
DECREASED
Shares12,269 from 12,901
Change-632 (-5%)
Value$3.5M (-$1.1M)
Filed 2026-10-19
Cohen Investment Advisors LLC
INCREASED
Shares12,150 from 11,803
Change+347 (+3%)
Value$3.5M (-$706.1K)
Filed 2026-10-20
Legacy Private Trust Co.
INCREASED
Shares12,111 from 11,294
Change+817 (+7%)
Value$3.4M (-$537.7K)
Filed 2026-10-06
Angeles Wealth Management, LLC
DECREASED
Shares12,110 from 12,599
Change-489 (-4%)
Value$3.4M (-$998.2K)
Filed 2026-10-26
Martin Capital Partners, LLC
DECREASED
Shares12,102 from 12,111
Change-9 (0%)
Value$3.4M (-$828.3K)
Filed 2026-10-07
Inscription Capital, LLC
DECREASED
Shares12,080 from 13,337
Change-1,257 (-9%)
Value$3.4M (-$1.3M)
Filed 2026-11-02
KMG Fiduciary Partners, LLC
INCREASED
Shares12,031 from 11,985
Change+46 (+0%)
Value$3.4M (-$804.1K)
Filed 2026-10-14
Caliber Wealth Management, LLC / KS
DECREASED
Shares11,981 from 16,257
Change-4,276 (-26%)
Value$3.4M (-$2.3M)
Filed 2026-11-04
Northstar Asset Management Co
DECREASED
Shares11,950 from 12,000
Change-50 (0%)
Value$3.8M (-$241.8K)
Filed 2026-10-22
WD Rutherford LLC
DECREASED
Shares11,907 from 12,435
Change-528 (-4%)
Value$3.4M (-$998.2K)
Filed 2026-10-26
Texas Bank & Trust Co
DECREASED
Shares11,898 from 12,073
Change-175 (-1%)
Value$3.4M (-$873.0K)
Filed 2026-11-04
Essex Bank
DECREASED
Shares11,893 from 12,180
Change-287 (-2%)
Value$3.4M (-$912.2K)
Filed 2026-10-16
Aviance Capital Partners, LLC
DECREASED
Shares11,868 from 12,369
Change-501 (-4%)
Value$3.4M (-$985.9K)
Filed 2026-10-29
CPC Advisors, LLC
INCREASED
Shares11,858 from 11,434
Change+424 (+4%)
Value$3.4M (-$658.8K)
Filed 2026-10-21
Oak Thistle LLC
NEW
Shares11,822
Change+11,822
Value$3.4M
Filed 2026-10-21
Investment Advisory Services Inc
DECREASED
Shares11,813 from 11,929
Change-116 (-1%)
Value$3.4M (-$846.3K)
Filed 2026-10-27
First Nebraska Trust Co
DECREASED
Shares11,812 from 12,276
Change-464 (-4%)
Value$3.4M (-$969.3K)
Filed 2026-10-30
Columbia Asset Management
DECREASED
Shares11,803 from 12,102
Change-299 (-2%)
Value$3.4M (-$910.3K)
Filed 2026-10-19
Meridian Investment Counsel Inc.
DECREASED
Shares11,767 from 12,023
Change-256 (-2%)
Value$3.3M (-$892.7K)
Filed 2026-10-14
Home Federal Bank of Tennessee
DECREASED
Shares11,761 from 11,765
Change-4 (0%)
Value$3.3M (-$803.4K)
Filed 2026-10-15
Platform Technology Partners
INCREASED
Shares11,755 from 11,547
Change+208 (+2%)
Value$3.3M (-$728.4K)
Filed 2026-11-02
Citizens National Bank Trust Department
DECREASED
Shares11,692 from 12,070
Change-378 (-3%)
Value$3.3M (-$930.6K)
Filed 2026-11-04
Blue Fin Capital, Inc.
INCREASED
Shares11,607 from 11,421
Change+186 (+2%)
Value$3.3M (-$725.9K)
Filed 2026-10-28
Carderock Capital Management Inc
DECREASED
Shares11,579 from 20,032
Change-8,453 (-42%)
Value$3.3M (-$3.8M)
Filed 2026-10-22
Traphagen Investment Advisors LLC
INCREASED
Shares11,578 from 11,502
Change+76 (+1%)
Value$3.3M (-$762.8K)
Filed 2026-10-14
RED Cedar Investment Management, LLC
UNCHANGED
Shares11,536 from 11,536
Change0 (0%)
Value$3.3M (-$786.6K)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
DECREASED
Shares11,483 from 12,355
Change-872 (-7%)
Value$3.3M (-$1.1M)
Filed 2026-11-04
West Paces Advisors Inc.
INCREASED
Shares11,425 from 10,224
Change+1,201 (+12%)
Value$3.3M (-$355.5K)
Filed 2026-10-13
Duncker Streett & Co Inc
DECREASED
Shares11,380 from 11,415
Change-35 (0%)
Value$3.2M (-$788.2K)
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares11,344 from 11,511
Change-167 (-1%)
Value$3.2M (-$832.1K)
Filed 2026-10-14
LVW Advisors, LLC
INCREASED
Shares11,286 from 8,119
Change+3,167 (+39%)
Value$3.2M (+$347.5K)
Filed 2026-10-19
Pictet North America Advisors SA
INCREASED
Shares11,266 from 9,761
Change+1,505 (+15%)
Value$3.2M (-$237.4K)
Filed 2026-10-21
Wedmont Private Capital
INCREASED
Shares11,255 from 10,279
Change+976 (+10%)
Value$3.3M (-$203.0K)
Filed 2026-10-09
Carolina Wealth Advisors, LLC
INCREASED
Shares11,251 from 3,856
Change+7,395 (+192%)
Value$3.2M (+$1.8M)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares11,224 from 12,079
Change-855 (-7%)
Value$3.2M (-$1.1M)
Filed 2026-10-30
McBroom & Associates, LLC
DECREASED
Shares11,222 from 13,518
Change-2,296 (-17%)
Value$3.2M (-$1.6M)
Filed 2026-10-29
Macroview Investment Management LLC
DECREASED
Shares11,145 from 11,163
Change-18 (0%)
Value$3.2M (-$766.6K)
Filed 2026-10-26
Avior Wealth Management, LLC
DECREASED
Shares11,137 from 13,112
Change-1,975 (-15%)
Value$3.2M (-$1.5M)
Filed 2026-10-13
Moneco Advisors, LLC
DECREASED
Shares11,114 from 11,152
Change-38 (0%)
Value$3.2M (-$771.2K)
Filed 2026-11-05
Northeast Investment Management
DECREASED
Shares11,089 from 11,158
Change-69 (-1%)
Value$3.2M (-$780.5K)
Filed 2026-10-30
Root Financial Partners, LLC
INCREASED
Shares11,046 from 10,936
Change+110 (+1%)
Value$3.1M (-$714.5K)
Filed 2026-10-21
Princeton Global Asset Management LLC
DECREASED
Shares11,035 from 11,108
Change-73 (-1%)
Value$3.1M (-$778.2K)
Filed 2026-10-21
TritonPoint Partners, LLC
DECREASED
Shares11,001 from 16,668
Change-5,667 (-34%)
Value$3.1M (-$2.7M)
Filed 2026-11-05
Zevenbergen Capital Investments LLC
INCREASED
Shares10,987 from 10,472
Change+515 (+5%)
Value$3.1M (-$567.6K)
Filed 2026-10-08
Atlas Brown,Inc.
DECREASED
Shares10,983 from 11,007
Change-24 (0%)
Value$3.1M (-$757.4K)
Filed 2026-10-09
Trust Asset Management LLC
UNCHANGED
Shares10,980 from 10,980
Change0 (0%)
Value$3.1M (-$748.7K)
Filed 2026-11-03
Integras Partners LLC
INCREASED
Shares10,948 from 10,721
Change+227 (+2%)
Value$3.1M (-$666.4K)
Filed 2026-10-30
Aull & Monroe Investment Management Corp
INCREASED
Shares10,753 from 10,662
Change+91 (+1%)
Value$3.1M (-$701.2K)
Filed 2026-10-16
Lynch Asset Management, Inc.
UNCHANGED
Shares10,750 from 10,750
Change0 (0%)
Value$3.1M (-$733.0K)
Filed 2026-10-28
Armstrong Henry H Associates Inc
DECREASED
Shares10,736 from 10,816
Change-80 (-1%)
Value$3.1M (-$760.3K)
Filed 2026-10-07
TMB Capital Partners, LLC
INCREASED
Shares10,730 from 10,677
Change+53 (+1%)
Value$3.1M (-$712.9K)
Filed 2026-10-20
Lmcg Investments, LLC
DECREASED
Shares10,709 from 11,305
Change-596 (-5%)
Value$3.0M (-$940.4K)
Filed 2026-10-21
Signet Investment Advisory Group, Inc.
INCREASED
Shares10,703 from 9,961
Change+742 (+7%)
Value$3.0M (-$468.1K)
Filed 2026-10-30
Hager Investment Management Services, LLC
INCREASED
Shares10,672 from 10,621
Change+51 (+0%)
Value$3.0M (-$709.6K)
Filed 2026-11-04
Philip James Wealth Mangement, LLC
DECREASED
Shares10,638 from 10,713
Change-75 (-1%)
Value$3.0M (-$751.8K)
Filed 2026-10-27
Searle & Co.
UNCHANGED
Shares10,592 from 10,592
Change0 (0%)
Value$3.0M (-$722.2K)
Filed 2026-11-04
Jacobi Capital Management LLC
INCREASED
Shares10,506 from 10,223
Change+283 (+3%)
Value$3.0M (-$616.5K)
Filed 2026-11-05
Cottage Street Advisors LLC
DECREASED
Shares10,498 from 10,821
Change-323 (-3%)
Value$3.0M (-$826.5K)
Filed 2026-10-19
Hengehold Capital Management LLC
INCREASED
Shares10,495 from 10,367
Change+128 (+1%)
Value$3.0M (-$670.4K)
Filed 2026-10-16
Concord Wealth Partners
INCREASED
Shares10,488 from 9,633
Change+855 (+9%)
Value$3.0M (-$413.9K)
Filed 2026-11-02
Crystal Rock Capital Management
UNCHANGED
Shares10,472 from 10,472
Change0 (0%)
Value$3.0M (-$714.1K)
Filed 2026-10-28
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares10,458 from 10,524
Change-66 (-1%)
Value$3.0M (-$736.6K)
Filed 2026-10-16
Parkside Financial Bank & Trust
DECREASED
Shares10,418 from 11,589
Change-1,171 (-10%)
Value$3.0M (-$1.1M)
Filed 2026-10-27
Cornerstone Wealth Management, LLC
DECREASED
Shares10,405 from 11,140
Change-735 (-7%)
Value$3.0M (-$968.8K)
Filed 2026-11-04
LMG Wealth Partners, LLC
INCREASED
Shares10,328 from 9,974
Change+354 (+4%)
Value$2.9M (-$579.3K)
Filed 2026-11-05
AMF Tjanstepension AB
UNCHANGED
Shares10,243 from 10,243
Change0 (0%)
Value$2.9M (-$698.5K)
Filed 2026-10-22
Chicago Capital, LLC
INCREASED
Shares10,218 from 9,691
Change+527 (+5%)
Value$2.9M (-$510.9K)
Filed 2026-10-13
Formidable Asset Management, LLC
DECREASED
Shares10,090 from 10,093
Change-3 (0%)
Value$3.6M (+$238.8K)
Filed 2026-11-03
Krilogy Financial LLC
DECREASED
Shares10,082 from 11,659
Change-1,577 (-14%)
Value$2.9M (-$1.2M)
Filed 2026-10-13
Oakworth Capital, Inc.
INCREASED
Shares10,082 from 10,055
Change+27 (+0%)
Value$2.9M (-$673.8K)
Filed 2026-10-26
Strategic Blueprint, LLC
DECREASED
Shares10,042 from 10,308
Change-266 (-3%)
Value$2.9M (-$778.4K)
Filed 2026-10-22
Impact Capital Partners LLC
INCREASED
Shares10,030 from 9,721
Change+309 (+3%)
Value$2.9M (-$574.9K)
Filed 2026-10-22
Frank, Rimerman Advisors LLC
INCREASED
Shares10,007 from 8,565
Change+1,442 (+17%)
Value$2.8M (-$173.8K)
Filed 2026-10-16
Daytona Street Capital LLC
INCREASED
Shares10,005 from 8,712
Change+1,293 (+15%)
Value$2.8M (-$171.9K)
Filed 2026-10-15
Mitchell & Pahl Private Wealth, LLC
INCREASED
Shares9,985 from 9,498
Change+487 (+5%)
Value$2.8M (-$509.1K)
Filed 2026-10-14
Dudley Capital Management, LLC
UNCHANGED
Shares9,930 from 9,930
Change0 (0%)
Value$2.8M (-$677.1K)
Filed 2026-10-23
JGP Wealth Management, LLC
DECREASED
Shares9,878 from 12,461
Change-2,583 (-21%)
Value$2.8M (-$1.6M)
Filed 2026-10-13
Compound Planning, Inc.
DECREASED
Shares9,862 from 11,270
Change-1,408 (-12%)
Value$2.8M (-$1.2M)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED
Shares9,839 from 13,461
Change-3,622 (-27%)
Value$2.8M (-$1.9M)
Filed 2026-10-08
Lanark Financial, Inc.
DECREASED
Shares9,839 from 10,128
Change-289 (-3%)
Value$2.8M (-$773.0K)
Filed 2026-10-26
ICW Investment Advisors LLC
DECREASED
Shares9,838 from 9,912
Change-74 (-1%)
Value$2.8M (-$696.9K)
Filed 2026-10-27
Souders Financial Advisors
DECREASED
Shares9,716 from 10,012
Change-296 (-3%)
Value$2.8M (-$767.0K)
Filed 2026-11-03
Prairie Advisory, LLC
INCREASED
Shares9,714 from 5,332
Change+4,382 (+82%)
Value$2.8M (+$883.3K)
Filed 2026-10-19
Gryphon Financial Partners LLC
DECREASED
Shares9,704 from 10,296
Change-592 (-6%)
Value$2.8M (-$870.4K)
Filed 2026-11-04
Greenfield Savings Bank
DECREASED
Shares9,662 from 9,869
Change-207 (-2%)
Value$2.7M (-$731.9K)
Filed 2026-10-07
Deseret Mutual Benefit Administrators
INCREASED
Shares9,653 from 9,482
Change+171 (+2%)
Value$2.7M (-$597.9K)
Filed 2026-11-04
Point Windward Advisors Inc.
INCREASED
Shares9,622 from 9,234
Change+388 (+4%)
Value$2.7M (-$519.3K)
Filed 2026-11-06
Flavin Financial Services, Inc.
INCREASED
Shares9,598 from 9,556
Change+42 (+0%)
Value$2.7M (-$639.7K)
Filed 2026-10-21
Montchanin Asset Management, LLC
INCREASED
Shares9,584 from 9,559
Change+25 (+0%)
Value$2.7M (-$644.0K)
Filed 2026-11-02
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares9,533 from 9,501
Change+32 (+0%)
Value$2.7M (-$638.5K)
Filed 2026-10-14
Eclectic Associates Inc
DECREASED
Shares9,496 from 10,348
Change-852 (-8%)
Value$2.7M (-$948.2K)
Filed 2026-10-09
Arthur M. Cohen & Associates, LLC
DECREASED
Shares9,490 from 12,178
Change-2,688 (-22%)
Value$2.7M (-$1.6M)
Filed 2026-10-26
Oak Asset Management, LLC
DECREASED
Shares9,418 from 9,723
Change-305 (-3%)
Value$2.7M (-$749.8K)
Filed 2026-10-13
CFM Wealth Partners LLC
DECREASED
Shares9,409 from 13,203
Change-3,794 (-29%)
Value$2.7M (-$2.0M)
Filed 2026-11-05
Regents Gate Capital LLP
NEW
Shares9,389
Change+9,389
Value$2.7M
Filed 2026-11-03
Manchester Capital Management LLC
DECREASED
Shares9,381 from 10,514
Change-1,133 (-11%)
Value$2.7M (-$1.0M)
Filed 2026-10-22
Harbor Investment Advisory, LLC
DECREASED
Shares9,346 from 9,396
Change-50 (-1%)
Value$2.7M (-$655.1K)
Filed 2026-10-13
Globalt Investments LLC / GA
DECREASED
Shares9,340 from 9,671
Change-331 (-3%)
Value$2.7M (-$753.6K)
Filed 2026-10-27
Grove Bank & Trust
DECREASED
Shares9,340 from 9,515
Change-175 (-2%)
Value$2.7M (-$698.6K)
Filed 2026-10-08
Harold Davidson & Associates Inc.
DECREASED
Shares9,328 from 9,421
Change-93 (-1%)
Value$2.7M (-$668.9K)
Filed 2026-10-29
Cigna Investments Inc
DECREASED
Shares9,318 from 9,357
Change-39 (0%)
Value$2.7M (-$649.0K)
Filed 2026-10-19
CX Institutional
DECREASED
Shares9,286 from 28,690
Change-19,404 (-68%)
Value$2.6K (-$7.5K)
Filed 2026-10-02
Summit Global Investments
INCREASED
Shares9,251 from 6,471
Change+2,780 (+43%)
Value$2.6M (+$350.0K)
Filed 2026-10-28
First Interstate Bank
DECREASED
Shares9,197 from 9,331
Change-134 (-1%)
Value$2.6M (-$674.4K)
Filed 2026-10-23
Keudell ison Wealth Management
UNCHANGED
Shares9,197 from 9,197
Change0 (0%)
Value$2.6M (-$627.1K)
Filed 2026-10-16
True North Advisors, LLC
DECREASED
Shares9,153 from 9,219
Change-66 (-1%)
Value$2.6M (-$647.4K)
Filed 2026-10-22
Bender Robert & Associates
INCREASED
Shares9,134 from 8,789
Change+345 (+4%)
Value$2.6M (-$501.2K)
Filed 2026-10-21
High Net Worth Advisory Group LLC
DECREASED
Shares9,133 from 9,766
Change-633 (-6%)
Value$2.6M (-$846.1K)
Filed 2026-10-26
Cornerstone Planning, LLC
INCREASED
Shares9,021 from 8,954
Change+67 (+1%)
Value$3.0M (-$156.3K)
Filed 2026-10-27
Delta Capital Management LLC
DECREASED
Shares8,985 from 8,995
Change-10 (0%)
Value$2.6K (-$616)
Filed 2026-10-16
Mitchell Sinkler & Starr
DECREASED
Shares8,958 from 9,076
Change-118 (-1%)
Value$2.5M (-$652.5K)
Filed 2026-10-13
Koshinski Asset Management, Inc.
DECREASED
Shares8,910 from 10,141
Change-1,231 (-12%)
Value$2.5M (-$1.0M)
Filed 2026-10-29
Summit Asset Management, LLC
INCREASED
Shares8,899 from 8,764
Change+135 (+2%)
Value$2.5M (-$559.2K)
Filed 2026-11-05
Enclave Advisors LLC
DECREASED
Shares8,892 from 8,978
Change-86 (-1%)
Value$2.5M (-$636.8K)
Filed 2026-10-14
Concord Asset Management, LLC
INCREASED
Shares8,889 from 7,935
Change+954 (+12%)
Value$2.5M (-$269.9K)
Filed 2026-11-02
Taylor Financial Group, Inc.
UNCHANGED
Shares8,861 from 8,861
Change0 (0%)
Value$2.5M (-$604.2K)
Filed 2026-11-02
Dillon & Associates Inc
DECREASED
Shares8,860 from 9,950
Change-1,090 (-11%)
Value$2.5M (-$996.0K)
Filed 2026-10-22
CGN Advisors LLC
DECREASED
Shares8,813 from 9,470
Change-657 (-7%)
Value$2.5M (-$832.6K)
Filed 2026-10-21
LaFleur & Godfrey LLC
DECREASED
Shares8,813 from 8,998
Change-185 (-2%)
Value$2.5M (-$666.2K)
Filed 2026-10-27
Winthrop Advisory Group LLC
DECREASED
Shares8,807 from 8,921
Change-114 (-1%)
Value$2.5M (-$640.9K)
Filed 2026-10-22
Capital Square, LLC
DECREASED
Shares8,788 from 9,145
Change-357 (-4%)
Value$2.5M (-$639.4K)
Filed 2026-10-19
Levin Capital Strategies, L.P.
DECREASED
Shares8,753 from 8,765
Change-12 (0%)
Value$2.5M (-$601.1K)
Filed 2026-11-02
Wealth Alliance Advisory Group, LLC
INCREASED
Shares8,750 from 8,182
Change+568 (+7%)
Value$2.5M (-$396.5K)
Filed 2026-10-14
GS Investments, Inc.
INCREASED
Shares8,708 from 8,632
Change+76 (+1%)
Value$2.5M (-$567.0K)
Filed 2026-11-05
Alta Capital Management LLC/
DECREASED
Shares8,667 from 22,707
Change-14,040 (-62%)
Value$2.5M (-$5.5M)
Filed 2026-10-26
Hartford Financial Management Inc.
DECREASED
Shares8,624 from 8,743
Change-119 (-1%)
Value$2.5M (-$630.0K)
Filed 2026-10-21
Quantum Private Wealth, LLC
DECREASED
Shares8,613 from 11,544
Change-2,931 (-25%)
Value$2.5M (-$1.6M)
Filed 2026-10-20
Shepherd Financial Partners LLC
DECREASED
Shares8,612 from 8,810
Change-198 (-2%)
Value$2.5M (-$657.0K)
Filed 2026-11-03
Fruth Investment Management
DECREASED
Shares8,610 from 8,651
Change-41 (0%)
Value$2.4K (-$602)
Filed 2026-10-13
Successful Portfolios LLC
INCREASED
Shares8,586 from 8,580
Change+6 (+0%)
Value$2.4M (-$524.3K)
Filed 2026-10-09
Zega Investments, LLC
INCREASED
Shares8,572 from 7,774
Change+798 (+10%)
Value$2.4M (-$303.2K)
Filed 2026-11-04
Investment House LLC
DECREASED
Shares8,520 from 14,463
Change-5,943 (-41%)
Value$2.4M (-$2.7M)
Filed 2026-10-21
Cordatus Wealth Management LLC
DECREASED
Shares8,490 from 8,569
Change-79 (-1%)
Value$2.4M (-$606.8K)
Filed 2026-10-19
Roman Butler Fullerton & Co
DECREASED
Shares8,467 from 9,259
Change-792 (-9%)
Value$2.6M (-$497.4K)
Filed 2026-10-27
QV Investors Inc.
DECREASED
Shares8,457 from 8,597
Change-140 (-2%)
Value$2.4M (-$626.0K)
Filed 2026-10-20
Somerset Trust Co
INCREASED
Shares8,454 from 8,363
Change+91 (+1%)
Value$2.4M (-$544.4K)
Filed 2026-10-13
Sawyer & Company, Inc
DECREASED
Shares8,445 from 8,557
Change-112 (-1%)
Value$2.4M (-$615.4K)
Filed 2026-10-21
Generali Investments, Management Co LLC
INCREASED
Shares8,404 from 8,304
Change+100 (+1%)
Value$2.4M (-$537.8K)
Filed 2026-10-19
Rydar Equities, Inc.
INCREASED
Shares8,380 from 7,383
Change+997 (+14%)
Value$2.4M (-$87.2K)
Filed 2026-10-13
Third View Private Wealth, LLC
INCREASED
Shares8,370 from 8,111
Change+259 (+3%)
Value$2.4M (-$479.5K)
Filed 2026-10-30
HCR Wealth Advisors
DECREASED
Shares8,368 from 8,495
Change-127 (-1%)
Value$2.4M (-$615.4K)
Filed 2026-10-15
General Partner, Inc.
UNCHANGED
Shares8,362 from 8,362
Change0 (0%)
Value$2.4M (-$570.2K)
Filed 2026-10-05
NTV Asset Management LLC
DECREASED
Shares8,339 from 9,400
Change-1,061 (-11%)
Value$2.4M (-$942.5K)
Filed 2026-10-23
James J. Burns & Company, LLC
DECREASED
Shares8,337 from 8,937
Change-600 (-7%)
Value$2.4M (-$780.0K)
Filed 2026-10-22
Raab & Moskowitz Asset Management LLC
DECREASED
Shares8,322 from 9,201
Change-879 (-10%)
Value$2.4M (-$877.6K)
Filed 2026-11-02
Gen-Wealth Partners Inc
INCREASED
Shares8,287 from 7,189
Change+1,098 (+15%)
Value$2.4M (-$177.9K)
Filed 2026-11-04
Chemung Canal Trust Co
DECREASED
Shares8,287 from 8,316
Change-29 (0%)
Value$2.4M (-$575.3K)
Filed 2026-11-04
Crescent Sterling, Ltd.
INCREASED
Shares8,260 from 8,167
Change+93 (+1%)
Value$2.3M (-$530.5K)
Filed 2026-10-16
Northcape Wealth Management, LLC
INCREASED
Shares8,240 from 7,942
Change+298 (+4%)
Value$2.3M (-$456.9K)
Filed 2026-11-04
Marion Wealth Management
INCREASED
Shares8,226 from 7,884
Change+342 (+4%)
Value$2.3M (-$440.2K)
Filed 2026-10-22
Harmony Asset Management LLC
DECREASED
Shares8,208 from 9,028
Change-820 (-9%)
Value$2.3M (-$848.9K)
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares8,171 from 6,788
Change+1,383 (+20%)
Value$2.3M (-$69.1K)
Filed 2026-10-08
Great Diamond Partners, LLC
DECREASED
Shares8,144 from 8,340
Change-196 (-2%)
Value$2.3M (-$624.5K)
Filed 2026-10-13
Silverlake Wealth Management LLC
INCREASED
Shares8,143 from 7,862
Change+281 (+4%)
Value$2.3M (-$456.2K)
Filed 2026-10-21
ANB Bank
INCREASED
Shares8,107 from 7,991
Change+116 (+1%)
Value$2.3M (-$511.9K)
Filed 2026-10-09
Radnor Capital Management, LLC
UNCHANGED
Shares8,103 from 8,103
Change0 (0%)
Value$2.3M (-$552.5K)
Filed 2026-10-23
Facet Wealth, Inc.
INCREASED
Shares8,084 from 7,388
Change+696 (+9%)
Value$2.3M (-$305.8K)
Filed 2026-11-04
Adirondack Trust Co
DECREASED
Shares8,069 from 8,949
Change-880 (-10%)
Value$2.3M (-$860.6K)
Filed 2026-10-14
Ballast, Inc.
INCREASED
Shares8,050 from 7,796
Change+254 (+3%)
Value$2.3M (-$459.3K)
Filed 2026-10-20
Retirement Guys Formula LLC
INCREASED
Shares8,047 from 6,308
Change+1,739 (+28%)
Value$2.3M (+$64.6K)
Filed 2026-10-26
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares8,010 from 9,310
Change-1,300 (-14%)
Value$2.3M (-$1.0M)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
DECREASED
Shares7,992 from 8,084
Change-92 (-1%)
Value$2.3M (-$577.2K)
Filed 2026-10-21
JB Capital LLC
DECREASED
Shares7,977 from 8,043
Change-66 (-1%)
Value$2.3M (-$567.2K)
Filed 2026-10-19
B.A. Schrock Wealth Management, Inc.
NEW
Shares7,960
Change+7,960
Value$2.2M
Filed 2026-10-15
Granite Group Advisors, LLC
DECREASED
Shares7,942 from 9,251
Change-1,309 (-14%)
Value$2.3M (-$1.0M)
Filed 2026-10-14
Knights of Columbus Asset Advisors LLC
INCREASED
Shares7,864 from 7,633
Change+231 (+3%)
Value$2.2M (-$454.7K)
Filed 2026-11-05
Cypress Capital, LLC
INCREASED
Shares7,856 from 7,455
Change+401 (+5%)
Value$2.2M (-$394.3K)
Filed 2026-10-20
Annex Advisory Services, LLC
DECREASED
Shares7,852 from 17,700
Change-9,848 (-56%)
Value$2.2M (-$4.0M)
Filed 2026-10-16
Roberts Wealth Advisors, LLC
INCREASED
Shares7,851 from 7,272
Change+579 (+8%)
Value$2.2M (-$331.2K)
Filed 2026-10-14
Premier Path Wealth Partners, LLC
INCREASED
Shares7,841 from 7,567
Change+274 (+4%)
Value$2.2M (-$437.9K)
Filed 2026-10-16
Diversified Enterprises, LLC
INCREASED
Shares7,836 from 6,999
Change+837 (+12%)
Value$2.2M (-$239.3K)
Filed 2026-10-19
Nations Financial Group Inc,
INCREASED
Shares7,801 from 7,703
Change+98 (+1%)
Value$2.2M (-$497.2K)
Filed 2026-11-05
Toth Financial Advisory Corp
DECREASED
Shares7,798 from 9,023
Change-1,225 (-14%)
Value$2.2M (-$963.9K)
Filed 2026-10-08
Zullo Investment Group, Inc.
INCREASED
Shares7,796 from 7,732
Change+64 (+1%)
Value$2.2M (-$509.2K)
Filed 2026-10-20
Sather Financial Group Inc
UNCHANGED
Shares7,795 from 7,795
Change0 (0%)
Value$2.2M (-$531.5K)
Filed 2026-10-30
Cidel Asset Management Inc
INCREASED
Shares7,775 from 6,901
Change+874 (+13%)
Value$2.2M (-$221.9K)
Filed 2026-10-29
Fourpath Capital Management, LLC
DECREASED
Shares7,771 from 7,966
Change-195 (-2%)
Value$2.2M (-$598.7K)
Filed 2026-10-19
Biltmore Family Office, LLC
DECREASED
Shares7,730 from 7,743
Change-13 (0%)
Value$2.2M (-$531.7K)
Filed 2026-11-03
Ascentis Wealth Management, LLC
INCREASED
Shares7,723 from 5,826
Change+1,897 (+33%)
Value$2.2M (+$141.6K)
Filed 2026-11-03
Elco Management Co., LLC
INCREASED
Shares7,703 from 7,502
Change+201 (+3%)
Value$2.2M (-$454.3K)
Filed 2026-10-14
Nicholas Wealth, Llc.
INCREASED
Shares7,691 from 4,903
Change+2,788 (+57%)
Value$2.2M (+$458.8K)
Filed 2026-10-26
Independent Solutions Wealth Management, LLC
INCREASED
Shares7,691 from 7,576
Change+115 (+2%)
Value$2.2M (-$483.9K)
Filed 2026-10-28
Soltis Investment Advisors LLC
INCREASED
Shares7,670 from 5,819
Change+1,851 (+32%)
Value$2.2M (+$129.8K)
Filed 2026-10-28
Asset Dedication, LLC
DECREASED
Shares7,647 from 8,754
Change-1,107 (-13%)
Value$2.2M (-$911.8K)
Filed 2026-11-03
Precedent Wealth Partners, LLC
INCREASED
Shares7,631 from 6,464
Change+1,167 (+18%)
Value$2.2M (-$108.8K)
Filed 2026-10-21
Highland Capital Management, LLC
INCREASED
Shares7,629 from 7,517
Change+112 (+1%)
Value$2.2M (-$480.7K)
Filed 2026-10-26
M&G Plc
DECREASED
Shares7,619 from 8,740
Change-1,121 (-13%)
Value$2.2M (-$921.4K)
Filed 2026-11-04
Orser Capital Management, LLC
DECREASED
Shares7,604 from 7,619
Change-15 (0%)
Value$2.2M (-$523.8K)
Filed 2026-10-13
Marathon Wealth Advisors LLC
INCREASED
Shares7,589 from 7,545
Change+44 (+1%)
Value$2.2M (-$502.1K)
Filed 2026-11-04
ABC Arbitrage SA
NEW
Shares7,587
Change+7,587
Value$2.2M
Filed 2026-10-23
71 West Capital Partners
DECREASED
Shares7,585 from 9,268
Change-1,683 (-18%)
Value$2.2M (-$1.1M)
Filed 2026-11-04
DDD Partners, LLC
INCREASED
Shares7,584 from 2,801
Change+4,783 (+171%)
Value$2.2M (+$1.2M)
Filed 2026-11-02
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares7,583 from 7,594
Change-11 (0%)
Value$2.2M (-$520.9K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
INCREASED
Shares7,510 from 1,211
Change+6,299 (+520%)
Value$2.1M (+$1.7M)
Filed 2026-10-30
Nvwm, LLC
INCREASED
Shares7,504 from 7,357
Change+147 (+2%)
Value$2.1M (-$459.5K)
Filed 2026-10-14
Register Financial Advisors LLC
DECREASED
Shares7,498 from 7,615
Change-117 (-2%)
Value$2.1M (-$552.5K)
Filed 2026-10-23
Leisure Capital Management
UNCHANGED
Shares7,497 from 7,497
Change0 (0%)
Value$2.1M (-$511.2K)
Filed 2026-11-03
Smith & Howard Wealth Management, LLC
INCREASED
Shares7,476 from 3,604
Change+3,872 (+107%)
Value$2.1M (+$855.8K)
Filed 2026-10-27
AM Investment Strategies LLC
INCREASED
Shares7,432 from 7,384
Change+48 (+1%)
Value$2.1M (+$2.1M)
Filed 2026-11-05
Catherine Avery Investment Management LLC
DECREASED
Shares7,420 from 16,897
Change-9,477 (-56%)
Value$2.1M (-$3.8M)
Filed 2026-10-14
Woodard & Co Asset Management Group Inc
DECREASED
Shares7,379 from 8,337
Change-958 (-11%)
Value$2.1M (-$840.9K)
Filed 2026-11-03
XML Financial, LLC
DECREASED
Shares7,379 from 7,610
Change-231 (-3%)
Value$2.1M (-$584.6K)
Filed 2026-10-29
Ashton Thomas Securities, LLC
DECREASED
Shares7,360 from 7,365
Change-5 (0%)
Value$2.1M (-$499.4K)
Filed 2026-10-26
Lynch & Associates
INCREASED
Shares7,349 from 6,984
Change+365 (+5%)
Value$2.1M (-$372.4K)
Filed 2026-10-13
Indivisible Partners
INCREASED
Shares7,336 from 5,266
Change+2,070 (+39%)
Value$2.1M (+$230.0K)
Filed 2026-10-26
PW Nova Financial Services LLC
DECREASED
Shares7,319 from 7,384
Change-65 (-1%)
Value$2.1M (-$522.0K)
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
DECREASED
Shares7,312 from 9,425
Change-2,113 (-22%)
Value$2.1M (-$1.2M)
Filed 2026-10-13
Wolverine Asset Management LLC
NEW
Shares7,303
Change+7,303
Value$2.1M
Filed 2026-11-02
Mill Capital Management, LLC
UNCHANGED
Shares7,300 from 7,300
Change0 (0%)
Value$2.1M (-$497.8K)
Filed 2026-10-26
IPG Investment Advisors LLC
INCREASED
Shares7,263 from 6,737
Change+526 (+8%)
Value$2.1M (-$309.8K)
Filed 2026-10-30
Strengthening Families & Communities, LLC
INCREASED
Shares7,248 from 7,183
Change+65 (+1%)
Value$2.1M (-$471.3K)
Filed 2026-10-21
Viewpoint Capital Management LLC
INCREASED
Shares7,232 from 5,867
Change+1,365 (+23%)
Value$2.1M (-$11.7K)
Filed 2026-10-27
Linden Thomas Advisory Services, LLC
INCREASED
Shares7,219 from 7,171
Change+48 (+1%)
Value$2.1M (-$475.3K)
Filed 2026-10-19
Curtis Advisory Group, LLC
DECREASED
Shares7,216 from 8,029
Change-813 (-10%)
Value$2.1M (-$778.8K)
Filed 2026-10-28
Portside Wealth Group, LLC
DECREASED
Shares7,214 from 7,937
Change-723 (-9%)
Value$2.1M (-$747.0K)
Filed 2026-10-20
Focus Financial Network, Inc.
DECREASED
Shares7,201 from 7,498
Change-297 (-4%)
Value$2.0M (-$595.8K)
Filed 2026-10-14
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares7,190 from 6,939
Change+251 (+4%)
Value$2.0M (-$401.9K)
Filed 2026-11-02
Delta Financial Advisors LLC
INCREASED
Shares7,187 from 7,052
Change+135 (+2%)
Value$2.0M (-$442.5K)
Filed 2026-10-27
RKL Wealth Management LLC
INCREASED
Shares7,175 from 6,805
Change+370 (+5%)
Value$2.0M (-$358.8K)
Filed 2026-10-16
Foster Group, Inc.
INCREASED
Shares7,173 from 2,222
Change+4,951 (+223%)
Value$2.0M (+$1.3M)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED
Shares7,164 from 6,453
Change+711 (+11%)
Value$2.0M (-$237.8K)
Filed 2026-10-27
Autumn Glory Partners, LLC
DECREASED
Shares7,162 from 7,167
Change-5 (0%)
Value$2.0M (-$490.1K)
Filed 2026-10-26
Alta Advisers Ltd
INCREASED
Shares7,130 from 3,881
Change+3,249 (+84%)
Value$2.0M (+$659.7K)
Filed 2026-11-02
Ignite Planners, LLC
INCREASED
Shares7,119 from 6,984
Change+135 (+2%)
Value$2.0M (-$430.4K)
Filed 2026-10-14
Clark Asset Management, LLC
DECREASED
Shares7,110 from 7,283
Change-173 (-2%)
Value$2.0M (-$545.8K)
Filed 2026-10-19
Howard Capital Management, LLC
DECREASED
Shares7,101 from 7,186
Change-85 (-1%)
Value$2.0M (-$514.2K)
Filed 2026-10-16
Norden Group LLC
DECREASED
Shares7,074 from 7,825
Change-751 (-10%)
Value$2.0M (-$747.3K)
Filed 2026-10-20
Weaver Capital Management LLC
DECREASED
Shares7,072 from 11,281
Change-4,209 (-37%)
Value$2.0M (-$1.7M)
Filed 2026-10-15
MBL Wealth, LLC
INCREASED
Shares7,058 from 5,638
Change+1,420 (+25%)
Value$2.0M (+$19.4K)
Filed 2026-10-22
Pullen Investment Management, LLC
DECREASED
Shares7,048 from 7,118
Change-70 (-1%)
Value$2.0M (-$505.3K)
Filed 2026-10-23
Richards, Merrill & Peterson, Inc.
DECREASED
Shares7,040 from 7,559
Change-519 (-7%)
Value$2.0M (-$663.2K)
Filed 2026-10-19
Baypointe Partners LLC
DECREASED
Shares7,000 from 20,000
Change-13,000 (-65%)
Value$2.0M (-$5.1M)
Filed 2026-10-22
Cincinnati Casualty Co
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$2.0M (-$477.3K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
DECREASED
Shares6,994 from 14,324
Change-7,330 (-51%)
Value$2.0M (-$3.1M)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
DECREASED
Shares6,933 from 8,362
Change-1,429 (-17%)
Value$2.0M (-$976.7K)
Filed 2026-10-16
Coastline Trust Co
DECREASED
Shares6,862 from 7,629
Change-767 (-10%)
Value$2.0M (-$738.4K)
Filed 2026-10-01
SAX Wealth Advisors, LLC
DECREASED
Shares6,849 from 8,141
Change-1,292 (-16%)
Value$1.9M (-$729.2K)
Filed 2026-10-13
Next Level Private LLC
DECREASED
Shares6,809 from 6,896
Change-87 (-1%)
Value$1.9M (-$495.0K)
Filed 2026-10-20
Chicago Trust Co NA
DECREASED
Shares6,805 from 6,849
Change-44 (-1%)
Value$1.9M (-$479.6K)
Filed 2026-10-28
DT Investment Partners, LLC
UNCHANGED
Shares6,800 from 6,800
Change0 (0%)
Value$1.9M (-$463.7K)
Filed 2026-10-27
Founders Financial Securities LLC
INCREASED
Shares6,761 from 6,676
Change+85 (+1%)
Value$1.9M (-$430.9K)
Filed 2026-10-28
Howland Capital Management LLC
DECREASED
Shares6,728 from 11,662
Change-4,934 (-42%)
Value$1.9M (-$2.2M)
Filed 2026-10-22
Trust Co of Oklahoma
DECREASED
Shares6,718 from 7,430
Change-712 (-10%)
Value$1.9M (-$709.2K)
Filed 2026-10-15
55 North Private Wealth, LLC
INCREASED
Shares6,716 from 1,985
Change+4,731 (+238%)
Value$1.9M (+$1.2M)
Filed 2026-10-20
WBH Advisory Inc
INCREASED
Shares6,666 from 6,265
Change+401 (+6%)
Value$1.9M (-$313.1K)
Filed 2026-11-05
Middleton & Co Inc
DECREASED
Shares6,659 from 6,846
Change-187 (-3%)
Value$1.9M (-$520.1K)
Filed 2026-10-23
PDS Planning, Inc
DECREASED
Shares6,658 from 7,300
Change-642 (-9%)
Value$1.9M (-$680.4K)
Filed 2026-11-03
MBM Wealth Consultants, LLC
INCREASED
Shares6,649 from 6,149
Change+500 (+8%)
Value$1.9M (-$277.1K)
Filed 2026-10-20
Lighthouse Financial Services Inc
DECREASED
Shares6,636 from 6,700
Change-64 (-1%)
Value$1.9M (-$462.8K)
Filed 2026-11-02
Curbstone Financial Management Corp
INCREASED
Shares6,610 from 6,510
Change+100 (+2%)
Value$1.9M (-$415.5K)
Filed 2026-10-21
Koa Wealth Management, LLC
INCREASED
Shares6,601 from 6,351
Change+250 (+4%)
Value$1.9M (-$361.8K)
Filed 2026-10-14
Berman McAleer LLC
UNCHANGED
Shares6,568 from 6,568
Change0 (0%)
Value$1.9M (-$447.9K)
Filed 2026-10-16
Heartwood Wealth Advisors LLC
DECREASED
Shares6,565 from 6,593
Change-28 (0%)
Value$1.9M (-$457.5K)
Filed 2026-10-05
Klingman & Associates, LLC
INCREASED
Shares6,554 from 6,068
Change+486 (+8%)
Value$1.9M (-$275.5K)
Filed 2026-10-20
KPP Advisory Services LLC
INCREASED
Shares6,540 from 6,430
Change+110 (+2%)
Value$1.9M (-$407.2K)
Filed 2026-10-26
Alpha Omega Wealth Management LLC
UNCHANGED
Shares6,536 from 6,536
Change0 (0%)
Value$1.9M (-$445.7K)
Filed 2026-10-23
Opinicus Capital, Inc.
INCREASED
Shares6,534 from 6,365
Change+169 (+3%)
Value$1.9M (-$385.7K)
Filed 2026-10-28
Iams Wealth Management, LLC
INCREASED
Shares6,519 from 6,431
Change+88 (+1%)
Value$1.9M (-$413.6K)
Filed 2026-10-15
Phoenix Wealth Advisors
DECREASED
Shares6,503 from 6,507
Change-4 (0%)
Value$1.8M (-$444.8K)
Filed 2026-11-03
Wolff Wiese Magana LLC
INCREASED
Shares6,501 from 6,469
Change+32 (+0%)
Value$1.8M (-$432.1K)
Filed 2026-10-15
Washington Trust Advisors, Inc.
DECREASED
Shares6,489 from 6,669
Change-180 (-3%)
Value$1.8M (-$506.0K)
Filed 2026-10-22
Brady Martz Wealth Solutions, LLC
DECREASED
Shares6,486 from 8,233
Change-1,747 (-21%)
Value$1.8M (-$1.1M)
Filed 2026-11-05
Plimoth Trust Co LLC
DECREASED
Shares6,483 from 6,518
Change-35 (-1%)
Value$1.8M (-$454.4K)
Filed 2026-10-26
Kampmann Melissa S.
DECREASED
Shares6,473 from 6,725
Change-252 (-4%)
Value$1.8M (-$530.3K)
Filed 2026-10-28
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares6,461 from 6,116
Change+345 (+6%)
Value$1.8M (-$318.9K)
Filed 2026-10-13
Columbia Bank
INCREASED
Shares6,450 from 5,341
Change+1,109 (+21%)
Value$1.8M (-$48.7K)
Filed 2026-10-29
Old Second National Bank of Aurora
DECREASED
Shares6,450 from 6,687
Change-237 (-4%)
Value$1.8M (-$523.4K)
Filed 2026-10-22
Virginia Wealth Management Group, Inc.
INCREASED
Shares6,426 from 6,321
Change+105 (+2%)
Value$1.8M (-$401.1K)
Filed 2026-10-14
Bank of Stockton
DECREASED
Shares6,401 from 6,838
Change-437 (-6%)
Value$1.8M (-$590.6K)
Filed 2026-10-20
Convergence Investment Partners, LLC
INCREASED
Shares6,392 from 6,311
Change+81 (+1%)
Value$1.8M (-$407.3K)
Filed 2026-10-28
Romano Brothers and Company
INCREASED
Shares6,377 from 6,300
Change+77 (+1%)
Value$1.8M (-$407.7K)
Filed 2026-10-22
Great Lakes Retirement, Inc.
INCREASED
Shares6,369 from 5,689
Change+680 (+12%)
Value$1.8M (-$194.5K)
Filed 2026-10-26
Aspen Investment Management Inc
DECREASED
Shares6,357 from 6,374
Change-17 (0%)
Value$1.8M (+$1.8M)
Filed 2026-11-05
PFW Advisors LLC
DECREASED
Shares6,346 from 6,420
Change-74 (-1%)
Value$1.8M (-$458.8K)
Filed 2026-10-07
Avity Investment Management Inc.
DECREASED
Shares6,345 from 6,395
Change-50 (-1%)
Value$1.8M (-$450.3K)
Filed 2026-10-09
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares6,309 from 6,388
Change-79 (-1%)
Value$1.8M (-$458.1K)
Filed 2026-11-02
Balentine LLC
DECREASED
Shares6,297 from 6,541
Change-244 (-4%)
Value$1.8M (-$515.5K)
Filed 2026-11-03
Sierra Summit Advisors LLC
INCREASED
Shares6,274 from 6,120
Change+154 (+3%)
Value$1.8M (-$373.5K)
Filed 2026-10-28
Portfolio Design Labs, LLC
INCREASED
Shares6,265 from 6,199
Change+66 (+1%)
Value$1.8M (-$404.2K)
Filed 2026-11-04
Trust Point Inc.
INCREASED
Shares6,259 from 6,120
Change+139 (+2%)
Value$1.8M (-$377.8K)
Filed 2026-10-27
1900 Wealth Management LLC
INCREASED
Shares6,238 from 6,108
Change+130 (+2%)
Value$1.8M (-$379.3K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
DECREASED
Shares6,226 from 6,289
Change-63 (-1%)
Value$1.8M (-$446.7K)
Filed 2026-11-03
Persium Advisors, LLC
INCREASED
Shares6,224 from 6,212
Change+12 (+0%)
Value$1.8M (-$420.2K)
Filed 2026-10-07
Cooper Financial Group
DECREASED
Shares6,223 from 7,403
Change-1,180 (-16%)
Value$1.8M (-$840.7K)
Filed 2026-10-07
Beaumont Financial Advisors, LLC
DECREASED
Shares6,217 from 6,291
Change-74 (-1%)
Value$1.8M (-$450.1K)
Filed 2026-10-22
Cane Capital Partners, LLC
DECREASED
Shares6,187 from 6,397
Change-210 (-3%)
Value$1.8M (-$496.0K)
Filed 2026-10-23
Mengis Capital Management, Inc.
INCREASED
Shares6,184 from 6,181
Change+3 (+0%)
Value$1.8M (-$421.0K)
Filed 2026-10-13
Tower View Wealth Management LLC
DECREASED
Shares6,164 from 6,343
Change-179 (-3%)
Value$1.8M (-$483.6K)
Filed 2026-10-23
Golden State Wealth Management, LLC
INCREASED
Shares6,163 from 5,964
Change+199 (+3%)
Value$1.8M (-$350.1K)
Filed 2026-11-02
Versant Capital Management, Inc
INCREASED
Shares6,153 from 6,109
Change+44 (+1%)
Value$1.8M (-$404.1K)
Filed 2026-10-02
Certified Advisory Corp
DECREASED
Shares6,140 from 6,529
Change-389 (-6%)
Value$1.7M (-$556.2K)
Filed 2026-10-29
Community Bank of Raymore
UNCHANGED
Shares6,139 from 6,139
Change0 (0%)
Value$1.7M (-$418.6K)
Filed 2026-10-23
Tealwood Asset Management Inc
DECREASED
Shares6,138 from 6,184
Change-46 (-1%)
Value$1.7K (-$435)
Filed 2026-10-13
Tannin Capital LLC
DECREASED
Shares6,132 from 6,862
Change-730 (-11%)
Value$1.7M (-$675.7K)
Filed 2026-11-05
Benedict Financial Advisors Inc
DECREASED
Shares6,130 from 6,209
Change-79 (-1%)
Value$1.7M (-$445.9K)
Filed 2026-10-07
Solidarity Wealth, LLC
INCREASED
Shares6,114 from 5,815
Change+299 (+5%)
Value$1.7M (-$311.5K)
Filed 2026-10-15
Yankcom Partnership
INCREASED
Shares6,023 from 5,330
Change+693 (+13%)
Value$1.7M (-$166.3K)
Filed 2026-10-15
Perpetual Ltd
DECREASED
Shares6,006 from 6,014
Change-8 (0%)
Value$1.7M (-$412.4K)
Filed 2026-10-13
Vision Financial Markets LLC
INCREASED
Shares5,993 from 5,895
Change+98 (+2%)
Value$1.7M (-$374.7K)
Filed 2026-10-22
United Community Bank
INCREASED
Shares5,991 from 5,837
Change+154 (+3%)
Value$1.7M (-$354.2K)
Filed 2026-10-28
Providence Wealth Advisors, LLC
DECREASED
Shares5,979 from 6,270
Change-291 (-5%)
Value$1.7M (-$523.6K)
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares5,956 from 6,497
Change-541 (-8%)
Value$1.7M (-$597.0K)
Filed 2026-10-27
WealthPLAN Partners, LLC
INCREASED
Shares5,937 from 4,787
Change+1,150 (+24%)
Value$1.7M (+$668)
Filed 2026-10-15
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares5,937 from 5,969
Change-32 (-1%)
Value$1.9M (-$107.5K)
Filed 2026-10-21
Greenspring Advisors, LLC
INCREASED
Shares5,912 from 3,255
Change+2,657 (+82%)
Value$1.7M (+$533.7K)
Filed 2026-11-05
Wealth Architects, LLC
DECREASED
Shares5,907 from 5,951
Change-44 (-1%)
Value$1.7M (-$418.3K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
DECREASED
Shares5,897 from 5,971
Change-74 (-1%)
Value$1.2M (-$609.8K)
Filed 2026-11-04
Alhambra Investment Management LLC
UNCHANGED
Shares5,873 from 5,873
Change0 (0%)
Value$1.7M (-$400.5K)
Filed 2026-10-15
R Squared Ltd
NEW
Shares5,872
Change+5,872
Value$1.7M
Filed 2026-11-06
Moss Adams Wealth Advisors LLC
DECREASED
Shares5,860 from 7,160
Change-1,300 (-18%)
Value$1.7M (-$858.0K)
Filed 2026-10-28
Community Financial Services Group, LLC
DECREASED
Shares5,850 from 8,797
Change-2,947 (-33%)
Value$1.7M (-$1.4M)
Filed 2026-10-15
Relyea Zuckerberg Hanson LLC
DECREASED
Shares5,842 from 6,957
Change-1,115 (-16%)
Value$1.7M (-$791.6K)
Filed 2026-10-20
Sterling Investment Counsel, LLC
INCREASED
Shares5,811 from 4,896
Change+915 (+19%)
Value$1.7M (-$73.3K)
Filed 2026-10-19
Covenant Asset Management, LLC
DECREASED
Shares5,807 from 6,172
Change-365 (-6%)
Value$1.7M (-$524.7K)
Filed 2026-10-14
HBW Advisory Services LLC
INCREASED
Shares5,805 from 5,340
Change+465 (+9%)
Value$1.7M (-$231.7K)
Filed 2026-10-15
Virtue Capital Management, LLC
INCREASED
Shares5,804 from 4,791
Change+1,013 (+21%)
Value$1.7M (-$22.5K)
Filed 2026-10-29
Patriot Investment Management Group, Inc.
INCREASED
Shares5,802 from 5,775
Change+27 (+0%)
Value$1.7M (-$386.1K)
Filed 2026-10-15
Buttonwood Financial Advisors Inc.
DECREASED
Shares5,793 from 5,806
Change-13 (0%)
Value$1.6M (-$399.6K)
Filed 2026-10-13
Shum Financial Group, Inc.
DECREASED
Shares5,785 from 5,893
Change-108 (-2%)
Value$1.6M (-$432.6K)
Filed 2026-10-13
Trust Investment Advisors
INCREASED
Shares5,781 from 5,119
Change+662 (+13%)
Value$1.6M (-$160.7K)
Filed 2026-10-20
DSG Capital Advisors, LLC
DECREASED
Shares5,767 from 5,911
Change-144 (-2%)
Value$1.6M (-$355.7K)
Filed 2026-11-05
StrongBox Wealth, LLC
DECREASED
Shares5,739 from 13,511
Change-7,772 (-58%)
Value$1.6M (-$3.1M)
Filed 2026-11-02
Victory Financial Group, LLC
INCREASED
Shares5,733 from 5,678
Change+55 (+1%)
Value$1.6M (-$371.7K)
Filed 2026-10-27
Kingstone Capital Partners Texas, LLC
INCREASED
Shares5,724 from 5,713
Change+11 (+0%)
Value$1.6M (-$386.6K)
Filed 2026-11-03
Argentarii, LLC
DECREASED
Shares5,712 from 5,819
Change-107 (-2%)
Value$1.6M (-$437.7K)
Filed 2026-10-28
Eukles Asset Management
DECREASED
Shares5,707 from 5,721
Change-14 (0%)
Value$1.6M (-$394.3K)
Filed 2026-11-04
Cherokee Insurance Co
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$1.6M (-$388.7K)
Filed 2026-11-05
Aljian Capital Management, LLC
DECREASED
Shares5,698 from 7,701
Change-2,003 (-26%)
Value$1.6M (-$1.1M)
Filed 2026-10-28
Wealth Management Partners, LLC
DECREASED
Shares5,677 from 6,122
Change-445 (-7%)
Value$1.6M (-$544.3K)
Filed 2026-10-21
Secure Asset Management, LLC
DECREASED
Shares5,676 from 6,149
Change-473 (-8%)
Value$1.6M (-$553.8K)
Filed 2026-10-19
Legacy Bridge, LLC
DECREASED
Shares5,676 from 5,717
Change-41 (-1%)
Value$1.6M (-$401.5K)
Filed 2026-10-28
Tandem Capital Management Corp
DECREASED
Shares5,667 from 5,742
Change-75 (-1%)
Value$1.6M (-$412.9K)
Filed 2026-10-22
Greenwood Gearhart LLC
INCREASED
Shares5,642 from 5,550
Change+92 (+2%)
Value$1.6M (-$352.3K)
Filed 2026-11-02
Pines Wealth Management, LLC
INCREASED
Shares5,638 from 5,425
Change+213 (+4%)
Value$1.6M (-$309.4K)
Filed 2026-10-21
Avantra Family Wealth, Inc.
INCREASED
Shares5,626 from 3,495
Change+2,131 (+61%)
Value$1.6M (+$367.9K)
Filed 2026-10-20
Schear Investment Advisers, LLC
DECREASED
Shares5,606 from 6,719
Change-1,113 (-17%)
Value$1.6M (-$774.9K)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares5,606 from 4,931
Change+675 (+14%)
Value$1.6M (-$144.2K)
Filed 2026-10-14
Regent Peak Wealth Advisors LLC
DECREASED
Shares5,578 from 6,249
Change-671 (-11%)
Value$1.6M (-$616.8K)
Filed 2026-10-13
Pacific Sage Partners, LLC
INCREASED
Shares5,578 from 5,577
Change+1 (+0%)
Value$1.6M (-$379.9K)
Filed 2026-10-21
Fragasso Financial Advisors Inc
INCREASED
Shares5,576 from 2,444
Change+3,132 (+128%)
Value$1.6M (+$759.4K)
Filed 2026-10-13
Jacksonville Wealth Management, LLC
DECREASED
Shares5,570 from 6,124
Change-554 (-9%)
Value$1.6M (-$575.1K)
Filed 2026-10-30
Accredited Investors Inc.
DECREASED
Shares5,568 from 5,695
Change-127 (-2%)
Value$1.6M (-$424.4K)
Filed 2026-11-03
Blodgett Wealth Advisors, LLC
INCREASED
Shares5,565 from 5,452
Change+113 (+2%)
Value$1.6M (-$339.6K)
Filed 2026-10-23
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares5,561 from 5,298
Change+263 (+5%)
Value$1.6M (-$286.4K)
Filed 2026-10-22
Dala Group, LLC
INCREASED
Shares5,559 from 5,371
Change+188 (+4%)
Value$1.6M (-$312.8K)
Filed 2026-10-29
Nfsg Corp
DECREASED
Shares5,552 from 10,539
Change-4,987 (-47%)
Value$1.6M (-$2.1M)
Filed 2026-10-15
Spirit of America Management Corp
UNCHANGED
Shares5,538 from 5,538
Change0 (0%)
Value$1.6M (-$377.6K)
Filed 2026-10-14
Keating Investment Counselors Inc
UNCHANGED
Shares5,531 from 5,531
Change0 (0%)
Value$1.6M (-$377.2K)
Filed 2026-10-14
Linscomb Wealth, Inc.
INCREASED
Shares5,495 from 5,453
Change+42 (+1%)
Value$1.6M (-$359.9K)
Filed 2026-11-05
Mcdonald Partners LLC
INCREASED
Shares5,491 from 4,813
Change+678 (+14%)
Value$1.6M (-$135.3K)
Filed 2026-11-03
Correct Capital Wealth Management
INCREASED
Shares5,490 from 5,489
Change+1 (+0%)
Value$1.6M (-$373.9K)
Filed 2026-11-02
River Street Advisors LLC
INCREASED
Shares5,446 from 5,272
Change+174 (+3%)
Value$1.5M (-$310.1K)
Filed 2026-10-22
Emerald Advisors, LLC
INCREASED
Shares5,435 from 5,366
Change+69 (+1%)
Value$1.5M (-$346.4K)
Filed 2026-10-13
MTM Investment Management, LLC
DECREASED
Shares5,434 from 5,506
Change-72 (-1%)
Value$1.5M (-$396.0K)
Filed 2026-10-30
Lee Financial Co
DECREASED
Shares5,432 from 5,433
Change-1 (0%)
Value$1.5M (-$370.8K)
Filed 2026-10-16
GAM Holding AG
DECREASED
Shares5,429 from 6,324
Change-895 (-14%)
Value$1.5M (-$685.9K)
Filed 2026-11-03
Pathway Financial Advisers, LLC
DECREASED
Shares5,425 from 5,739
Change-314 (-5%)
Value$1.5M (-$479.7K)
Filed 2026-10-27
Investment Partners, Ltd.
INCREASED
Shares5,390 from 4,271
Change+1,119 (+26%)
Value$1.5M (+$26.8K)
Filed 2026-10-29
St. Johns Investment Management Company, LLC
DECREASED
Shares5,379 from 5,627
Change-248 (-4%)
Value$1.5M (-$454.3K)
Filed 2026-10-30
AdvisorNet Financial, Inc
DECREASED
Shares5,375 from 5,644
Change-269 (-5%)
Value$1.6M (-$402.1K)
Filed 2026-10-15
PUREfi Wealth, LLC
INCREASED
Shares5,362 from 4,976
Change+386 (+8%)
Value$1.5M (-$229.4K)
Filed 2026-10-19
Lantz Financial LLC
DECREASED
Shares5,339 from 5,861
Change-522 (-9%)
Value$1.5M (-$547.9K)
Filed 2026-10-15
Massachusetts Wealth Management
DECREASED
Shares5,330 from 5,430
Change-100 (-2%)
Value$1.5M (-$398.7K)
Filed 2026-10-21
Asset Advisory Group, Inc.
INCREASED
Shares5,323 from 5,322
Change+1 (+0%)
Value$1.5M (-$362.4K)
Filed 2026-10-20
BlueChip Wealth Advisors LLC
INCREASED
Shares5,321 from 4,225
Change+1,096 (+26%)
Value$1.5M (+$23.7K)
Filed 2026-11-03
Shulman DeMeo Asset Management LLC
INCREASED
Shares5,294 from 5,289
Change+5 (+0%)
Value$1.5M (-$376.9K)
Filed 2026-10-09
Compass Financial Management LLC
INCREASED
Shares5,287 from 3,520
Change+1,767 (+50%)
Value$1.5M (+$266.1K)
Filed 2026-10-30
Matrix Trust Co
INCREASED
Shares5,281 from 5,262
Change+19 (+0%)
Value$1.5K (-$354)
Filed 2026-10-07
Greg Jennings, LLC
NEW
Shares5,275
Change+5,275
Value$1.5M
Filed 2026-10-19
Todd Asset Management LLC
UNCHANGED
Shares5,271 from 5,271
Change0 (0%)
Value$1.5M (-$359.4K)
Filed 2026-10-27
180 Wealth Advisors, LLC
DECREASED
Shares5,264 from 5,460
Change-196 (-4%)
Value$1.5M (-$428.1K)
Filed 2026-11-03
Wagner Wealth Management, LLC
INCREASED
Shares5,261 from 4,082
Change+1,179 (+29%)
Value$1.5M (+$56.8K)
Filed 2026-10-21
Live Oak Private Wealth LLC
DECREASED
Shares5,253 from 5,384
Change-131 (-2%)
Value$1.5M (-$404.4K)
Filed 2026-11-02
Curated Wealth Partners LLC
INCREASED
Shares5,239 from 726
Change+4,513 (+622%)
Value$1.5M (+$1.2M)
Filed 2026-10-15
Resonant Capital Advisors, LLC
DECREASED
Shares5,229 from 6,788
Change-1,559 (-23%)
Value$1.5M (-$906.6K)
Filed 2026-10-15
Sound Income Strategies, LLC
DECREASED
Shares5,228 from 5,243
Change-15 (0%)
Value$1.5M (-$304.5K)
Filed 2026-10-09
BayBridge Capital Group, LLC
NEW
Shares5,213
Change+5,213
Value$1.5M
Filed 2026-10-13
Magnus Financial Group LLC
DECREASED
Shares5,194 from 6,030
Change-836 (-14%)
Value$1.5M (-$649.3K)
Filed 2026-10-21
Asempa Wealth Advisors
UNCHANGED
Shares5,192 from 5,192
Change0 (0%)
Value$1.5M (-$364.6K)
Filed 2026-10-07
TCI Wealth Advisors, Inc.
INCREASED
Shares5,182 from 4,698
Change+484 (+10%)
Value$1.5M (-$182.6K)
Filed 2026-10-30
Advisor OS, LLC
DECREASED
Shares5,170 from 6,997
Change-1,827 (-26%)
Value$1.5M (-$996.9K)
Filed 2026-11-03
Archer Investment Corp
DECREASED
Shares5,159 from 5,552
Change-393 (-7%)
Value$1.5M (-$490.4K)
Filed 2026-11-05
Acropolis Investment Management, LLC
INCREASED
Shares5,145 from 4,790
Change+355 (+7%)
Value$1.5M (-$225.6K)
Filed 2026-10-08
Archford Capital Strategies, LLC
DECREASED
Shares5,143 from 5,473
Change-330 (-6%)
Value$1.5M (-$467.2K)
Filed 2026-10-19
Beacon Financial Group
INCREASED
Shares5,140 from 5,047
Change+93 (+2%)
Value$1.5M (-$317.9K)
Filed 2026-10-19
Cross Staff Investments Inc
UNCHANGED
Shares5,136 from 5,136
Change0 (0%)
Value$1.5M (-$350.1K)
Filed 2026-10-22
Triad Wealth Partners, LLC
DECREASED
Shares5,111 from 5,602
Change-491 (-9%)
Value$1.5M (-$450.6K)
Filed 2026-10-26
Excalibur Management Corp
INCREASED
Shares5,102 from 5,044
Change+58 (+1%)
Value$1.5M (-$327.4K)
Filed 2026-11-02
Breakwater Capital Group
INCREASED
Shares5,097 from 4,994
Change+103 (+2%)
Value$1.5M (-$311.2K)
Filed 2026-10-09
Heck Capital Advisors, LLC
NEW
Shares5,076
Change+5,076
Value$1.4M
Filed 2026-10-14
Stablepoint Partners, LLC
INCREASED
Shares5,069 from 4,842
Change+227 (+5%)
Value$1.4M (-$265.3K)
Filed 2026-11-03
Johnson & White Wealth Management, LLC
INCREASED
Shares5,067 from 4,990
Change+77 (+2%)
Value$1.4M (-$318.2K)
Filed 2026-11-03
Intesa Sanpaolo Wealth Management
DECREASED
Shares5,031 from 12,855
Change-7,824 (-61%)
Value$1.4M (-$3.1M)
Filed 2026-10-28
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares5,017 from 5,351
Change-334 (-6%)
Value$1.4M (-$459.9K)
Filed 2026-11-02
Independent Investors Inc
UNCHANGED
Shares5,016 from 5,016
Change0 (0%)
Value$1.4M (-$342.0K)
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares5,015 from 4,696
Change+319 (+7%)
Value$1.4M (-$229.7K)
Filed 2026-11-04
Wiregrass Investment Management LLC
INCREASED
Shares5,014 from 4,974
Change+40 (+1%)
Value$1.4M (-$327.7K)
Filed 2026-11-05
Savoir Faire Capital Management, L.P.
NEW
Shares5,000
Change+5,000
Value$1.4M
Filed 2026-11-03
CSU Producer Resources, Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.4M (-$341.0K)
Filed 2026-11-03
Meadow Creek Wealth Advisors LLC
DECREASED
Shares4,998 from 5,201
Change-203 (-4%)
Value$1.4M (-$412.4K)
Filed 2026-11-02
Interchange Capital Partners, LLC
DECREASED
Shares4,996 from 5,133
Change-137 (-3%)
Value$1.4M (-$388.7K)
Filed 2026-10-28
Altman Advisors, Inc.
DECREASED
Shares4,995 from 4,996
Change-1 (0%)
Value$1.4M (-$340.9K)
Filed 2026-11-05
Axxion S.A.
INCREASED
Shares4,990 from 4,765
Change+225 (+5%)
Value$1.4M (-$260.9K)
Filed 2026-10-22
Central Valley Advisors, LLC
DECREASED
Shares4,988 from 5,457
Change-469 (-9%)
Value$1.4M (-$505.9K)
Filed 2026-10-27
Capital Investment Counsel, Inc
INCREASED
Shares4,977 from 4,836
Change+141 (+3%)
Value$1.4M (-$289.6K)
Filed 2026-10-20
Lawood & Co
DECREASED
Shares4,968 from 4,991
Change-23 (0%)
Value$1.4M (-$346.9K)
Filed 2026-10-09
Woodward Diversified Capital, LLC
DECREASED
Shares4,960 from 5,036
Change-76 (-2%)
Value$1.4M (-$365.0K)
Filed 2026-10-21
City State Bank
INCREASED
Shares4,943 from 4,848
Change+95 (+2%)
Value$1.4M (-$303.6K)
Filed 2026-10-20
Wealth Group, Ltd.
DECREASED
Shares4,910 from 12,656
Change-7,746 (-61%)
Value$1.4M (-$3.1M)
Filed 2026-10-30
First Citizens Financial Corp
UNCHANGED
Shares4,903 from 4,903
Change0 (0%)
Value$1.4M (-$334.3K)
Filed 2026-10-02
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED
Shares4,893 from 4,798
Change+95 (+2%)
Value$1.4M (-$300.1K)
Filed 2026-10-13
BigSur Wealth Management LLC
UNCHANGED
Shares4,890 from 4,890
Change0 (0%)
Value$1.4M (-$333.4K)
Filed 2026-10-13
Wealth Intelligence, LLC
INCREASED
Shares4,882 from 4,656
Change+226 (+5%)
Value$1.4M (-$253.2K)
Filed 2026-10-16
Tctc Holdings, LLC
INCREASED
Shares4,871 from 4,704
Change+167 (+4%)
Value$1.4M (-$273.1K)
Filed 2026-11-02
Balefire, LLC
INCREASED
Shares4,861 from 4,532
Change+329 (+7%)
Value$1.4M (-$215.3K)
Filed 2026-10-09
Center for Financial Planning, Inc.
DECREASED
Shares4,860 from 4,903
Change-43 (-1%)
Value$1.4M (-$346.5K)
Filed 2026-10-26
CrossGen Wealth, LLC
INCREASED
Shares4,854 from 4,666
Change+188 (+4%)
Value$1.4M (-$264.7K)
Filed 2026-10-30
Kennebec Savings Bank
INCREASED
Shares4,840 from 4,575
Change+265 (+6%)
Value$1.4M (-$236.6K)
Filed 2026-10-22
Richwood Investment Advisors, LLC
INCREASED
Shares4,818 from 4,539
Change+279 (+6%)
Value$1.4M (-$229.8K)
Filed 2026-10-30
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares4,791 from 4,690
Change+101 (+2%)
Value$1.4M (-$290.8K)
Filed 2026-10-13
Avestar Capital, LLC
DECREASED
Shares4,789 from 6,064
Change-1,275 (-21%)
Value$1.4M (-$776.3K)
Filed 2026-10-28
Atticus Wealth Management, LLC
DECREASED
Shares4,789 from 5,330
Change-541 (-10%)
Value$1.4M (-$517.2K)
Filed 2026-10-20
Kenora Financial, LLC
INCREASED
Shares4,785 from 4,733
Change+52 (+1%)
Value$1.4M (-$307.9K)
Filed 2026-10-20
Total Wealth Planning & Management, Inc.
DECREASED
Shares4,776 from 4,837
Change-61 (-1%)
Value$1.4M (-$347.0K)
Filed 2026-10-23
Tempus Wealth Planning, LLC
INCREASED
Shares4,754 from 4,468
Change+286 (+6%)
Value$1.4M (-$223.2K)
Filed 2026-10-14
Peoples Financial Services Corp.
DECREASED
Shares4,743 from 4,801
Change-58 (-1%)
Value$1.3M (-$343.9K)
Filed 2026-10-20
Letson Investment Management, Inc.
DECREASED
Shares4,731 from 4,961
Change-230 (-5%)
Value$1.3M (-$403.7K)
Filed 2026-11-05
Braeburn Wealth Management LLC
DECREASED
Shares4,714 from 4,784
Change-70 (-1%)
Value$1.3M (-$346.0K)
Filed 2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED
Shares4,697 from 5,120
Change-423 (-8%)
Value$1.3M (-$469.3K)
Filed 2026-10-08
Inman Jager Wealth Management, LLC
INCREASED
Shares4,680 from 4,615
Change+65 (+1%)
Value$1.3M (-$296.2K)
Filed 2026-11-05
Bangor Savings Bank
DECREASED
Shares4,668 from 4,755
Change-87 (-2%)
Value$1.3M (-$349.0K)
Filed 2026-10-06
Miller Financial Services LLC
INCREASED
Shares4,667 from 4,569
Change+98 (+2%)
Value$1.3M (-$283.8K)
Filed 2026-10-20
Granite Islands Private Wealth, LLC
INCREASED
Shares4,662 from 4,434
Change+228 (+5%)
Value$1.3M (-$234.6K)
Filed 2026-10-16
McAdam, LLC
DECREASED
Shares4,617 from 4,656
Change-39 (-1%)
Value$1.3M (-$328.5K)
Filed 2026-10-21
Millennium Capital Advisors, LLC
DECREASED
Shares4,601 from 4,638
Change-37 (-1%)
Value$1.3M (-$327.0K)
Filed 2026-10-16
Luts & Greenleigh Group, Inc.
DECREASED
Shares4,583 from 4,650
Change-67 (-1%)
Value$1.3M (-$336.0K)
Filed 2026-11-05
Doliver Advisors, LP
INCREASED
Shares4,561 from 4,474
Change+87 (+2%)
Value$1.3M (-$280.3K)
Filed 2026-10-01
Gibbs Wealth Management
INCREASED
Shares4,492 from 3,662
Change+830 (+23%)
Value$1.3M (-$13.8K)
Filed 2026-10-22
Corundum Group, Inc.
INCREASED
Shares4,483 from 4,102
Change+381 (+9%)
Value$1.3M (-$171.3K)
Filed 2026-10-28
Orca Investment Management, LLC
DECREASED
Shares4,479 from 4,489
Change-10 (0%)
Value$1.3M (-$309.0K)
Filed 2026-10-29
Congress Park Capital LLC
INCREASED
Shares4,475 from 4,375
Change+100 (+2%)
Value$1.3M (-$269.9K)
Filed 2026-10-13
Trust Co of the South
DECREASED
Shares4,461 from 4,484
Change-23 (-1%)
Value$1.3M (-$312.3K)
Filed 2026-10-21
Ironwood Financial, llc
DECREASED
Shares4,456 from 4,458
Change-2 (0%)
Value$1.3M (-$235.1K)
Filed 2026-10-20
First Financial Corp
INCREASED
Shares4,446 from 4,216
Change+230 (+5%)
Value$1.3M (-$222.1K)
Filed 2026-10-13
Armstrong Advisory Group, Inc
INCREASED
Shares4,439 from 3,891
Change+548 (+14%)
Value$1.3M (-$109.4K)
Filed 2026-10-09
Power Wealth Management LLC
DECREASED
Shares4,432 from 4,452
Change-20 (0%)
Value$1.3M (-$309.3K)
Filed 2026-10-27
TrustBank
DECREASED
Shares4,426 from 4,484
Change-58 (-1%)
Value$1.3M (-$322.3K)
Filed 2026-10-20
First County Bank
INCREASED
Shares4,417 from 4,373
Change+44 (+1%)
Value$1.3M (-$285.7K)
Filed 2026-10-13
Hudock, Inc.
INCREASED
Shares4,401 from 4,370
Change+31 (+1%)
Value$1.3M (-$289.2K)
Filed 2026-10-14
Everhart Financial Group, Inc.
DECREASED
Shares4,393 from 5,784
Change-1,391 (-24%)
Value$1.2M (-$790.2K)
Filed 2026-10-08
Cascade Investment Advisors, Inc.
INCREASED
Shares4,392 from 4,347
Change+45 (+1%)
Value$1.2M (-$283.6K)
Filed 2026-11-02
Waldron Private Wealth LLC
DECREASED
Shares4,386 from 4,605
Change-219 (-5%)
Value$1.2M (-$376.3K)
Filed 2026-11-02
Means Investment Co., Inc.
DECREASED
Shares4,385 from 4,489
Change-104 (-2%)
Value$1.2M (-$335.9K)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED
Shares4,378 from 4,401
Change-23 (-1%)
Value$1.2M (-$306.4K)
Filed 2026-10-19
Lakeside Advisors, Inc.
UNCHANGED
Shares4,375 from 4,375
Change0 (0%)
Value$1.2M (-$298.3K)
Filed 2026-10-20
Retirement Planning Co of New England, Inc.
INCREASED
Shares4,339 from 4,316
Change+23 (+1%)
Value$1.2M (-$287.9K)
Filed 2026-10-15
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares4,334 from 3,956
Change+378 (+10%)
Value$1.2M (-$162.4K)
Filed 2026-10-28
Dagco, Inc.
DECREASED
Shares4,331 from 4,457
Change-126 (-3%)
Value$1.2M (-$339.8K)
Filed 2026-10-20
Atala Financial Inc
DECREASED
Shares4,327 from 4,344
Change-17 (0%)
Value$1.2M (-$301.1K)
Filed 2026-10-22
Sheets Smith Wealth Management
DECREASED
Shares4,310 from 4,378
Change-68 (-2%)
Value$1.2M (-$317.9K)
Filed 2026-10-16
Verum Partners LLC
DECREASED
Shares4,301 from 5,333
Change-1,032 (-19%)
Value$1.2M (-$657.3K)
Filed 2026-10-21
Ipswich Investment Management Co., Inc.
DECREASED
Shares4,281 from 4,381
Change-100 (-2%)
Value$1.2M (-$327.2K)
Filed 2026-10-13
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares4,271 from 4,312
Change-41 (-1%)
Value$1.2M (-$305.8K)
Filed 2026-10-16
Gemmer Asset Management LLC
DECREASED
Shares4,270 from 6,202
Change-1,932 (-31%)
Value$1.2M (-$972.6K)
Filed 2026-10-16
Trueblood Wealth Management, LLC
DECREASED
Shares4,257 from 4,621
Change-364 (-8%)
Value$1.2M (-$418.5K)
Filed 2026-10-23
J. Derek Lewis & Associates Inc.
DECREASED
Shares4,256 from 4,305
Change-49 (-1%)
Value$1.2M (-$307.7K)
Filed 2026-11-03
Oslo Pensjonsforsikring AS
UNCHANGED
Shares4,255 from 4,255
Change0 (0%)
Value$1.2M (-$290.1K)
Filed 2026-10-15
LCM Capital Management Inc
DECREASED
Shares4,246 from 4,295
Change-49 (-1%)
Value$1.2M (-$306.7K)
Filed 2026-10-20
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares4,245 from 4,245
Change0 (0%)
Value$1.2M (-$289.4K)
Filed 2026-10-21
Stone Summit Wealth LLC
DECREASED
Shares4,240 from 4,722
Change-482 (-10%)
Value$1.2M (-$459.1K)
Filed 2026-10-14
Eads & Heald Wealth Management
INCREASED
Shares4,235 from 3,747
Change+488 (+13%)
Value$1.2M (-$116.7K)
Filed 2026-10-29
Central Bank & Trust Co
DECREASED
Shares4,233 from 6,234
Change-2,001 (-32%)
Value$1.2M (-$994.4K)
Filed 2026-10-09
Verus Capital Partners, LLC
DECREASED
Shares4,222 from 4,453
Change-231 (-5%)
Value$1.2M (-$369.3K)
Filed 2026-11-03
Global Financial Private Client, LLC
INCREASED
Shares4,206 from 4,202
Change+4 (+0%)
Value$1.2M (-$285.4K)
Filed 2026-10-15
Simon Quick Advisors, LLC
DECREASED
Shares4,173 from 8,860
Change-4,687 (-53%)
Value$1.2M (-$1.9M)
Filed 2026-10-26
Security National Bank
INCREASED
Shares4,163 from 4,138
Change+25 (+1%)
Value$1.2M (-$275.1K)
Filed 2026-10-26
Culbertson A N & Co Inc
UNCHANGED
Shares4,161 from 4,161
Change0 (0%)
Value$1.2M (-$283.7K)
Filed 2026-10-21
Legacy Advisors, LLC
DECREASED
Shares4,157 from 6,845
Change-2,688 (-39%)
Value$1.2M (-$1.2M)
Filed 2026-10-19
Sulzberger Capital Advisors, Inc.
UNCHANGED
Shares4,145 from 4,145
Change0 (0%)
Value$1.2M (-$282.6K)
Filed 2026-10-20
Mullooly Asset Management, Inc.
INCREASED
Shares4,139 from 4,120
Change+19 (+0%)
Value$1.2M (-$275.4K)
Filed 2026-10-30
Campbell Newman Asset Management Inc
DECREASED
Shares4,109 from 5,052
Change-943 (-19%)
Value$1.2M (-$612.8K)
Filed 2026-10-22
Pavion Blue Capital, LLC
DECREASED
Shares4,108 from 5,178
Change-1,070 (-21%)
Value$1.2M (-$657.5K)
Filed 2026-11-05
Anchyra Partners LLC
DECREASED
Shares4,106 from 4,272
Change-166 (-4%)
Value$1.2M (-$338.5K)
Filed 2026-10-13
Morton Capital Management LLC
DECREASED
Shares4,104 from 4,132
Change-28 (-1%)
Value$1.2M (-$289.7K)
Filed 2026-10-23
Midland Wealth Advisors, LLC
DECREASED
Shares4,092 from 4,938
Change-846 (-17%)
Value$1.2M (-$577.4K)
Filed 2026-10-26
Arista Wealth Management, LLC
INCREASED
Shares4,088 from 4,085
Change+3 (+0%)
Value$1.2M (-$277.7K)
Filed 2026-10-29
Taylor Securities Services, Inc.
INCREASED
Shares4,071 from 3,976
Change+95 (+2%)
Value$1.2M (-$244.0K)
Filed 2026-10-20
Orrstown Financial Services Inc
DECREASED
Shares4,069 from 4,223
Change-154 (-4%)
Value$1.2M (-$331.8K)
Filed 2026-10-14
Diligent Investors, LLC
DECREASED
Shares4,065 from 4,088
Change-23 (-1%)
Value$1.2M (-$285.1K)
Filed 2026-10-21
Baer Investment Advisory LLC
DECREASED
Shares4,060 from 4,075
Change-15 (0%)
Value$1.2M (-$274.6K)
Filed 2026-10-13
Wiser Wealth Management, Inc
DECREASED
Shares4,055 from 4,411
Change-356 (-8%)
Value$1.2M (-$402.0K)
Filed 2026-10-14
Trail Ridge Investment Advisors, LLC
DECREASED
Shares4,040 from 4,100
Change-60 (-1%)
Value$1.1M (-$296.6K)
Filed 2026-10-16
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares4,034 from 6,554
Change-2,520 (-38%)
Value$1.1M (-$1.2M)
Filed 2026-10-21
Nordwand Advisors, LLC
DECREASED
Shares4,034 from 4,044
Change-10 (0%)
Value$1.1M (-$278.6K)
Filed 2026-11-05
3Chopt Investment Partners, LLC
DECREASED
Shares4,030 from 4,679
Change-649 (-14%)
Value$1.1M (-$503.7K)
Filed 2026-10-30
Baker Ellis Asset Management LLC
UNCHANGED
Shares4,024 from 4,024
Change0 (0%)
Value$1.1M (-$274.4K)
Filed 2026-10-14
Grandfield & Dodd, LLC
DECREASED
Shares4,023 from 4,323
Change-300 (-7%)
Value$1.1M (-$380.1K)
Filed 2026-10-29
QTR Family Wealth, LLC
DECREASED
Shares4,023 from 4,101
Change-78 (-2%)
Value$1.1M (-$301.8K)
Filed 2026-11-02
Evermay Wealth Management LLC
DECREASED
Shares4,022 from 4,626
Change-604 (-13%)
Value$1.1M (-$487.3K)
Filed 2026-11-05
Charles Schwab Trust Co
INCREASED
Shares4,014 from 3,799
Change+215 (+6%)
Value$1.1M (-$197.9K)
Filed 2026-10-15
Miramontes Capital, LLC
DECREASED
Shares4,007 from 4,153
Change-146 (-4%)
Value$1.1M (-$324.7K)
Filed 2026-10-19
Monument Capital Management
DECREASED
Shares4,003 from 4,197
Change-194 (-5%)
Value$1.1M (-$341.4K)
Filed 2026-10-09
NBH Bank
INCREASED
Shares3,999 from 3,920
Change+79 (+2%)
Value$1.1M (-$244.8K)
Filed 2026-11-05
Lodestone Wealth Management LLC
INCREASED
Shares3,998 from 3,867
Change+131 (+3%)
Value$1.1M (-$226.3K)
Filed 2026-10-14
Cullen Investment Group, Ltd.
DECREASED
Shares3,989 from 6,765
Change-2,776 (-41%)
Value$1.2M (-$1.2M)
Filed 2026-10-13
Lazard Freres Gestion S.A.S.
DECREASED
Shares3,975 from 5,270
Change-1,295 (-25%)
Value$1.1M (-$728.0K)
Filed 2026-11-03
Davidson Capital Management Inc.
INCREASED
Shares3,973 from 3,852
Change+121 (+3%)
Value$1.1M (-$228.2K)
Filed 2026-10-15
Cypress Wealth Services, LLC
INCREASED
Shares3,966 from 3,064
Change+902 (+29%)
Value$1.1M (+$56.5K)
Filed 2026-10-21
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares3,963 from 3,923
Change+40 (+1%)
Value$1.1M (-$256.1K)
Filed 2026-10-14
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares3,925 from 3,925
Change0 (0%)
Value$1.1M (-$267.6K)
Filed 2026-10-30
World Equity Group, Inc.
DECREASED
Shares3,924 from 4,066
Change-142 (-3%)
Value$1.1M (-$305.4K)
Filed 2026-10-14
MSH Capital Advisors LLC
INCREASED
Shares3,921 from 3,597
Change+324 (+9%)
Value$1.1M (-$153.1K)
Filed 2026-11-03
FSM Wealth Advisors, LLC
DECREASED
Shares3,920 from 4,654
Change-734 (-16%)
Value$1.2M (-$483.3K)
Filed 2026-10-27
Nilsine Partners, LLC
DECREASED
Shares3,911 from 4,794
Change-883 (-18%)
Value$1.1M (-$578.0K)
Filed 2026-11-02
Ticino Wealth
INCREASED
Shares3,908 from 2,964
Change+944 (+32%)
Value$1.1M (+$66.4K)
Filed 2026-10-13
Plancorp, LLC
DECREASED
Shares3,892 from 4,371
Change-479 (-11%)
Value$1.3M (-$192.1K)
Filed 2026-11-03
BOS Asset Management, LLC
UNCHANGED
Shares3,877 from 3,877
Change0 (0%)
Value$1.1M (-$264.4K)
Filed 2026-10-09
Golden Reserve Retirement LLC
INCREASED
Shares3,854 from 2,895
Change+959 (+33%)
Value$1.1M (+$75.4K)
Filed 2026-11-02
1834 Investment Advisors Co
DECREASED
Shares3,851 from 3,876
Change-25 (-1%)
Value$1.1M (-$271.4K)
Filed 2026-10-16
E&G Advisors, LLC
UNCHANGED
Shares3,837 from 3,837
Change0 (0%)
Value$1.1M (-$261.6K)
Filed 2026-10-13
EPG Wealth Management LLC
DECREASED
Shares3,828 from 3,863
Change-35 (-1%)
Value$1.1M (-$273.3K)
Filed 2026-11-03
Banque Pictet & CIE SA
DECREASED
Shares3,805 from 4,616
Change-811 (-18%)
Value$1.1M (-$545.5K)
Filed 2026-10-16
LifeSteps Financial, Inc.
DECREASED
Shares3,803 from 4,228
Change-425 (-10%)
Value$1.1M (-$409.1K)
Filed 2026-10-15
Louisbourg Investments Inc.
DECREASED
Shares3,800 from 4,000
Change-200 (-5%)
Value$1.1M (-$329.7K)
Filed 2026-10-20
Virtue Asset Management LLC
DECREASED
Shares3,798 from 3,979
Change-181 (-5%)
Value$1.1M (-$322.8K)
Filed 2026-10-21
Lantern Wealth Advisors, LLC
DECREASED
Shares3,793 from 4,232
Change-439 (-10%)
Value$1.1M (-$413.7K)
Filed 2026-10-22
Cannon Financial Strategists, Inc.
UNCHANGED
Shares3,793 from 3,793
Change0 (0%)
Value$1.1M (-$258.6K)
Filed 2026-10-19
Bank & Trust Co
UNCHANGED
Shares3,790 from 3,790
Change0 (0%)
Value$1.1M (-$258.4K)
Filed 2026-10-07
Heritage Family Offices, LLP
INCREASED
Shares3,789 from 3,772
Change+17 (+0%)
Value$1.1M (-$252.4K)
Filed 2026-11-02
J.Safra Asset Management Corp
INCREASED
Shares3,782 from 3,763
Change+19 (+1%)
Value$1.1M (-$251.2K)
Filed 2026-11-03
Westover Capital Advisors, LLC
INCREASED
Shares3,762 from 3,384
Change+378 (+11%)
Value$1.1M (-$123.1K)
Filed 2026-10-26
Washburn Capital Management, Inc.
DECREASED
Shares3,762 from 3,815
Change-53 (-1%)
Value$1.1M (-$275.0K)
Filed 2026-10-19
Patrick M Sweeney & Associates, Inc
INCREASED
Shares3,756 from 3,694
Change+62 (+2%)
Value$1.1M (-$234.2K)
Filed 2026-10-22
Firestone Capital Management
INCREASED
Shares3,755 from 3,719
Change+36 (+1%)
Value$1.1M (-$243.1K)
Filed 2026-11-03
Balboa Wealth Partners
INCREASED
Shares3,753 from 3,311
Change+442 (+13%)
Value$1.1M (-$100.0K)
Filed 2026-10-20
Townsend Asset Management Corp
DECREASED
Shares3,740 from 3,786
Change-46 (-1%)
Value$1.1M (-$271.4K)
Filed 2026-10-29
First Command Advisory Services, Inc.
DECREASED
Shares3,739 from 5,133
Change-1,394 (-27%)
Value$1.1M (-$746.6K)
Filed 2026-11-05
Chilton Capital Management LLC
DECREASED
Shares3,729 from 4,908
Change-1,179 (-24%)
Value$1.1M (-$670.1K)
Filed 2026-10-28
TigerOak Management, L.L.C.
INCREASED
Shares3,716 from 3,595
Change+121 (+3%)
Value$1.1M (-$210.7K)
Filed 2026-10-23
Members Wealth LLC
DECREASED
Shares3,713 from 3,779
Change-66 (-2%)
Value$1.1M (-$271.8K)
Filed 2026-10-20
Ldic Inc.
INCREASED
Shares3,703 from 3,515
Change+188 (+5%)
Value$1.1M (-$186.2K)
Filed 2026-10-14
Altus Wealth Group LLC
DECREASED
Shares3,693 from 3,872
Change-179 (-5%)
Value$1.1M (-$315.1K)
Filed 2026-10-20
Garner Asset Management Corp
DECREASED
Shares3,685 from 6,083
Change-2,398 (-39%)
Value$1.2M (-$968.4K)
Filed 2026-10-30
KRS Capital Management, LLC
DECREASED
Shares3,681 from 3,720
Change-39 (-1%)
Value$1.0M (-$264.8K)
Filed 2026-10-16
SBI Securities Co., Ltd.
DECREASED
Shares3,667 from 3,800
Change-133 (-3%)
Value$1.0M (-$296.9K)
Filed 2026-10-22
Cape Investment Advisory, Inc.
INCREASED
Shares3,664 from 2,575
Change+1,089 (+42%)
Value$1.0M (+$134.0K)
Filed 2026-10-13
Adelphi Trust Co
INCREASED
Shares3,653 from 3,540
Change+113 (+3%)
Value$1.0M (-$209.2K)
Filed 2026-10-05
D.B. Root & Company, LLC
DECREASED
Shares3,641 from 3,867
Change-226 (-6%)
Value$1.0M (-$328.0K)
Filed 2026-11-04
Prosperity Financial Group, Inc.
DECREASED
Shares3,631 from 3,688
Change-57 (-2%)
Value$1.0M (-$267.8K)
Filed 2026-10-29
Revisor Wealth Management LLC
INCREASED
Shares3,630 from 1,303
Change+2,327 (+179%)
Value$1.1M (+$632.8K)
Filed 2026-10-20
Financial Management Network Inc
DECREASED
Shares3,625 from 4,192
Change-567 (-14%)
Value$1.0M (-$395.1K)
Filed 2026-10-09
Tred Avon Family Wealth, LLC
DECREASED
Shares3,606 from 3,647
Change-41 (-1%)
Value$1.0M (-$260.4K)
Filed 2026-10-20
United Advisor Group, LLC
DECREASED
Shares3,600 from 3,634
Change-34 (-1%)
Value$1.0M (-$257.4K)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
DECREASED
Shares3,595 from 4,356
Change-761 (-17%)
Value$1.0M (-$513.4K)
Filed 2026-10-19
Key Client Fiduciary Advisors, LLC
INCREASED
Shares3,589 from 3,541
Change+48 (+1%)
Value$1.0M (-$228.0K)
Filed 2026-10-19
Sovran Advisors, LLC
DECREASED
Shares3,585 from 3,764
Change-179 (-5%)
Value$1.2M (-$117.1K)
Filed 2026-11-02
Trilogy Capital Inc.
DECREASED
Shares3,581 from 4,391
Change-810 (-18%)
Value$1.0M (-$530.1K)
Filed 2026-10-20
Abacus Planning Group, Inc.
DECREASED
Shares3,576 from 3,632
Change-56 (-2%)
Value$1.0M (-$263.6K)
Filed 2026-11-02
Hedeker Wealth, LLC
DECREASED
Shares3,570 from 3,721
Change-151 (-4%)
Value$1.0M (-$296.7K)
Filed 2026-10-23
Cahaba Wealth Management, Inc.
DECREASED
Shares3,555 from 3,606
Change-51 (-1%)
Value$1.0M (-$260.2K)
Filed 2026-10-26
Berbice Capital Management LLC
DECREASED
Shares3,550 from 3,600
Change-50 (-1%)
Value$1.0M (-$259.7K)
Filed 2026-10-13
Bell Bank
DECREASED
Shares3,539 from 6,482
Change-2,943 (-45%)
Value$1.0M (-$1.3M)
Filed 2026-10-21
Old Port Advisors
INCREASED
Shares3,539 from 3,456
Change+83 (+2%)
Value$1.0M (-$211.8K)
Filed 2026-10-23
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares3,535 from 3,535
Change0 (0%)
Value$1.0M (-$241.1K)
Filed 2026-11-02
Lederer & Associates Investment Counsel
DECREASED
Shares3,531 from 3,656
Change-125 (-3%)
Value$1.0M (+$1.0M)
Filed 2026-10-23
Aspire Private Capital, LLC
INCREASED
Shares3,530 from 3,191
Change+339 (+11%)
Value$1.0M (-$121.2K)
Filed 2026-11-05
Santori & Peters, Inc.
INCREASED
Shares3,529 from 3,503
Change+26 (+1%)
Value$1.0M (-$231.4K)
Filed 2026-10-26
Warm Springs Advisors Inc.
INCREASED
Shares3,526 from 3,509
Change+17 (+0%)
Value$1.0M (-$234.4K)
Filed 2026-10-28
Chemistry Wealth Management LLC
DECREASED
Shares3,498 from 3,518
Change-20 (-1%)
Value$995.1K (-$245.6K)
Filed 2026-10-16
Castle Rock Wealth Management, LLC
DECREASED
Shares3,494 from 8,377
Change-4,883 (-58%)
Value$1.0M (-$1.9M)
Filed 2026-10-09
One Wealth Capital Management, LLC
INCREASED
Shares3,493 from 2,103
Change+1,390 (+66%)
Value$993.7K (+$252.0K)
Filed 2026-10-23
Evansbrook LLC
INCREASED
Shares3,489 from 3,412
Change+77 (+2%)
Value$992.6K (-$210.8K)
Filed 2026-10-16
Compton Wealth Advisory Group, LLC
DECREASED
Shares3,482 from 5,851
Change-2,369 (-40%)
Value$983.5K (-$1.1M)
Filed 2026-10-13
Vigilare Wealth Management
DECREASED
Shares3,482 from 3,725
Change-243 (-7%)
Value$990.6K (-$323.0K)
Filed 2026-10-29
Investment Management Trust, LLC
INCREASED
Shares3,465 from 3,434
Change+31 (+1%)
Value$985.8K (-$225.3K)
Filed 2026-11-05
Southland Equity Partners LLC
INCREASED
Shares3,439 from 3,418
Change+21 (+1%)
Value$978.3K (-$227.0K)
Filed 2026-10-14
Chiron Capital Management, LLC
INCREASED
Shares3,434 from 1,734
Change+1,700 (+98%)
Value$976.8K (+$365.1K)
Filed 2026-10-15
Fiduciary Family Office, LLC
DECREASED
Shares3,434 from 3,488
Change-54 (-2%)
Value$977.0K (-$253.3K)
Filed 2026-11-04
Ridgewood Investments LLC
INCREASED
Shares3,416 from 3,000
Change+416 (+14%)
Value$971.8K (-$86.2K)
Filed 2026-10-05
SevenBridge Financial Group, LLC
DECREASED
Shares3,403 from 3,801
Change-398 (-10%)
Value$1.1M (-$279.5K)
Filed 2026-10-26
Solstein Capital, LLC
UNCHANGED
Shares3,377 from 3,377
Change0 (0%)
Value$960.7K (-$230.3K)
Filed 2026-11-02
Stableford Capital II LLC
INCREASED
Shares3,370 from 3,020
Change+350 (+12%)
Value$958.7K (-$106.4K)
Filed 2026-10-09
Westhampton Capital, LLC
DECREASED
Shares3,364 from 4,732
Change-1,368 (-29%)
Value$957.0K (-$711.9K)
Filed 2026-10-30
SYM Financial Corp
DECREASED
Shares3,361 from 3,507
Change-146 (-4%)
Value$956.2K (-$280.7K)
Filed 2026-10-26
TSG Advice Partners, LLC
NEW
Shares3,342
Change+3,342
Value$1.2M
Filed 2026-10-29
Tortoise Investment Management, LLC
DECREASED
Shares3,330 from 3,407
Change-77 (-2%)
Value$947.4K (-$254.2K)
Filed 2026-11-06
PKS Advisory Services, LLC
UNCHANGED
Shares3,322 from 3,322
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-26
Meixler Investment Management, Ltd.
INCREASED
Shares3,308 from 3,178
Change+130 (+4%)
Value$941.2K (-$179.6K)
Filed 2026-11-03
Aspiriant, LLC
INCREASED
Shares3,305 from 3,038
Change+267 (+9%)
Value$940.2K (-$131.2K)
Filed 2026-10-16
Tennessee Valley Asset Management Partners
DECREASED
Shares3,300 from 3,574
Change-274 (-8%)
Value$938.9K (-$321.6K)
Filed 2026-11-03
Jeppson Wealth Management, LLC
DECREASED
Shares3,296 from 3,333
Change-37 (-1%)
Value$937.7K (-$237.8K)
Filed 2026-10-20
Sard Wealth Management Group, LLC
INCREASED
Shares3,290 from 3,140
Change+150 (+5%)
Value$936.1K (-$171.4K)
Filed 2026-10-16
ARQ Wealth Advisors, LLC
DECREASED
Shares3,287 from 3,394
Change-107 (-3%)
Value$935.1K (-$189.8K)
Filed 2026-10-29
Old Mission Investment Co LLC
DECREASED
Shares3,284 from 3,351
Change-67 (-2%)
Value$934.2K (-$247.7K)
Filed 2026-10-22
Landmark Wealth Management, LLC
DECREASED
Shares3,283 from 3,290
Change-7 (0%)
Value$933.9K (-$226.3K)
Filed 2026-11-03
S.A. Mason LLC
UNCHANGED
Shares3,279 from 3,279
Change0 (0%)
Value$932.8K (-$223.6K)
Filed 2026-10-13
Sherrill & Hutchins Financial Advisory, Inc
INCREASED
Shares3,277 from 3,271
Change+6 (+0%)
Value$932.4K (-$221.3K)
Filed 2026-10-14
Fischer Financial Services, Inc.
DECREASED
Shares3,266 from 6,622
Change-3,356 (-51%)
Value$929.1K (-$1.4M)
Filed 2026-10-30
Aviso Wealth Management
DECREASED
Shares3,260 from 3,359
Change-99 (-3%)
Value$927.4K (-$257.5K)
Filed 2026-11-04
Madson Wealth Advisors Inc
DECREASED
Shares3,257 from 3,306
Change-49 (-1%)
Value$926.6K (-$239.2K)
Filed 2026-10-13
Capital Advisors, Ltd. LLC
DECREASED
Shares3,247 from 3,286
Change-39 (-1%)
Value$924.0K (+$922.8K)
Filed 2026-10-27
Kentucky Trust Co
INCREASED
Shares3,247 from 3,208
Change+39 (+1%)
Value$923.7K (-$207.7K)
Filed 2026-10-15
Cadinha & Co LLC
DECREASED
Shares3,244 from 3,489
Change-245 (-7%)
Value$922.9K (-$307.6K)
Filed 2026-10-22
Key FInancial Inc
DECREASED
Shares3,240 from 3,317
Change-77 (-2%)
Value$921.9K (-$248.1K)
Filed 2026-11-02
Guardian Asset Advisors, LLC
DECREASED
Shares3,239 from 3,318
Change-79 (-2%)
Value$921.2K (-$248.5K)
Filed 2026-10-16
Sentinel Trust Co LBA
DECREASED
Shares3,220 from 4,104
Change-884 (-22%)
Value$916.0K (+$914.6K)
Filed 2026-11-03
Allegheny Financial Group
DECREASED
Shares3,220 from 3,469
Change-249 (-7%)
Value$916.1K (-$307.4K)
Filed 2026-11-05
South Shore Capital Advisors
DECREASED
Shares3,219 from 3,928
Change-709 (-18%)
Value$915.8K (-$469.7K)
Filed 2026-10-20
CWS Financial Advisors, LLC
DECREASED
Shares3,201 from 3,207
Change-6 (0%)
Value$910.7K (-$220.2K)
Filed 2026-10-16
Alliance Wealth Advisors, LLC
DECREASED
Shares3,179 from 3,843
Change-664 (-17%)
Value$904.6K (-$450.6K)
Filed 2026-10-28
Saxon Interests, Inc.
DECREASED
Shares3,178 from 4,383
Change-1,205 (-27%)
Value$904.1K (-$641.6K)
Filed 2026-10-26
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares3,169 from 3,235
Change-66 (-2%)
Value$901.7K (-$239.3K)
Filed 2026-10-09
CFS Investment Advisory Services, LLC
DECREASED
Shares3,166 from 3,255
Change-89 (-3%)
Value$907.7K (-$257.3K)
Filed 2026-10-19
Union Savings Bank
INCREASED
Shares3,158 from 3,075
Change+83 (+3%)
Value$898.4K (-$186.1K)
Filed 2026-10-14
Certuity, LLC
DECREASED
Shares3,152 from 4,246
Change-1,094 (-26%)
Value$897.9K (-$599.0K)
Filed 2026-11-02
Regatta Capital Group, LLC
INCREASED
Shares3,150 from 3,041
Change+109 (+4%)
Value$896.2K (-$176.3K)
Filed 2026-10-23
BLB&B Advisors, LLC
INCREASED
Shares3,149 from 2,941
Change+208 (+7%)
Value$896.0K (-$141.3K)
Filed 2026-10-27
First Affirmative Financial Network
NEW
Shares3,146
Change+3,146
Value$895.0K
Filed 2026-10-21
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares3,143 from 3,076
Change+67 (+2%)
Value$894.2K (-$190.6K)
Filed 2026-10-22
Lodestar Private Asset Management LLC
DECREASED
Shares3,141 from 3,483
Change-342 (-10%)
Value$893.6K (-$334.9K)
Filed 2026-10-26
Pathway Wealth Management LLC
UNCHANGED
Shares3,140 from 3,140
Change0 (0%)
Value$893.3K (-$214.1K)
Filed 2026-10-19
Mainsail Financial Group, LLC
INCREASED
Shares3,136 from 2,963
Change+173 (+6%)
Value$892.1K (-$152.9K)
Filed 2026-10-23
Walker Asset Management, LLC
INCREASED
Shares3,135 from 3,133
Change+2 (+0%)
Value$891.9K (-$213.1K)
Filed 2026-10-13
Veracity Capital LLC
INCREASED
Shares3,134 from 2,981
Change+153 (+5%)
Value$891.5K (-$160.0K)
Filed 2026-10-08
Summit Wealth Group LLC / Co
INCREASED
Shares3,130 from 2,831
Change+299 (+11%)
Value$890.5K (-$107.8K)
Filed 2026-10-29
Paulson Wealth Management Inc.
DECREASED
Shares3,122 from 3,130
Change-8 (0%)
Value$888.2K (-$215.7K)
Filed 2026-11-02
Peoples Bank
UNCHANGED
Shares3,120 from 3,120
Change0 (0%)
Value$887.6K (-$212.8K)
Filed 2026-10-09
Taylor Frigon Capital Management LLC
INCREASED
Shares3,116 from 3,069
Change+47 (+2%)
Value$886.6K (-$195.9K)
Filed 2026-10-23
Income Insurance Ltd
INCREASED
Shares3,114 from 3,034
Change+80 (+3%)
Value$885.9K (-$184.1K)
Filed 2026-10-21
Pflug Koory, LLC
UNCHANGED
Shares3,114 from 3,114
Change0 (0%)
Value$885.9K (-$212.3K)
Filed 2026-10-26
Simplex Trading, LLC
DECREASED
Shares3,109 from 3,194
Change-85 (-3%)
Value$884.5K (-$242.0K)
Filed 2026-11-04
JSF Financial, LLC
INCREASED
Shares3,105 from 2,728
Change+377 (+14%)
Value$883.3K (-$78.9K)
Filed 2026-10-22
Hummer Financial Advisory Services Inc
DECREASED
Shares3,100 from 3,250
Change-150 (-5%)
Value$881.9K (-$264.3K)
Filed 2026-10-09
Keystone Wealth Services, LLC
DECREASED
Shares3,099 from 3,138
Change-39 (-1%)
Value$892.7K (-$213.9K)
Filed 2026-11-03
Guardian Financial Partners, LLC
INCREASED
Shares3,093 from 2,992
Change+101 (+3%)
Value$879.8K (-$175.4K)
Filed 2026-11-04
Mechanics Financial Corp
DECREASED
Shares3,088 from 3,113
Change-25 (-1%)
Value$878.5K (-$219.4K)
Filed 2026-11-05
First Pacific Financial
INCREASED
Shares3,087 from 3,017
Change+70 (+2%)
Value$878.2K (-$185.9K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
DECREASED
Shares3,067 from 7,141
Change-4,074 (-57%)
Value$872.5K (-$1.6M)
Filed 2026-10-28
Heritage Wealth Management, Inc.
DECREASED
Shares3,066 from 3,242
Change-176 (-5%)
Value$872.2K (-$271.1K)
Filed 2026-10-28
Wealth Dimensions Group, Ltd.
INCREASED
Shares3,066 from 2,987
Change+79 (+3%)
Value$872.2K (-$181.3K)
Filed 2026-11-02
Country Trust Bank
INCREASED
Shares3,064 from 1,165
Change+1,899 (+163%)
Value$871.7K (+$460.8K)
Filed 2026-10-30
MeadowBrook Investment Advisors LLC
DECREASED
Shares3,046 from 3,216
Change-170 (-5%)
Value$998.3K (-$136.0K)
Filed 2026-10-29
Insight Advisors, LLC/ PA
DECREASED
Shares3,044 from 3,090
Change-46 (-1%)
Value$866.1K (-$223.7K)
Filed 2026-10-22
Shrier Wealth Management, LLC
INCREASED
Shares3,033 from 3,006
Change+27 (+1%)
Value$862.9K (-$197.3K)
Filed 2026-10-20
NWF Advisory Services Inc.
INCREASED
Shares3,030 from 2,849
Change+181 (+6%)
Value$861.8K (-$142.6K)
Filed 2026-10-19
Kercheville Advisors, LLC
DECREASED
Shares3,025 from 3,175
Change-150 (-5%)
Value$860.6K (-$259.2K)
Filed 2026-10-19
Bigelow Investment Advisors, LLC
INCREASED
Shares3,023 from 3,018
Change+5 (+0%)
Value$860.0K (-$204.4K)
Filed 2026-10-13
Revolve Wealth Partners, LLC
DECREASED
Shares3,016 from 3,270
Change-254 (-8%)
Value$858.0K (-$295.2K)
Filed 2026-10-23
Jm2 Capital Inc.
INCREASED
Shares3,008 from 2,985
Change+23 (+1%)
Value$855.7K (-$197.0K)
Filed 2026-10-14
HMV Wealth Advisors, LLC
DECREASED
Shares3,007 from 3,088
Change-81 (-3%)
Value$855.5K (-$233.6K)
Filed 2026-10-27
Birinyi Associates Inc
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$853.0K (-$205.0K)
Filed 2026-10-28
Sigma Investment Counselors Inc
DECREASED
Shares2,996 from 3,407
Change-411 (-12%)
Value$852.2K (-$349.4K)
Filed 2026-10-27
Larry Mathis Financial Planning, LLC
DECREASED
Shares2,992 from 3,193
Change-201 (-6%)
Value$851.2K (-$274.9K)
Filed 2026-10-26
Partners Wealth Management, LLC
INCREASED
Shares2,981 from 814
Change+2,167 (+266%)
Value$848.0K (+$560.9K)
Filed 2026-10-28
Stackstone Wealth, LLC
NEW
Shares2,967
Change+2,967
Value$844.0K
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,965 from 2,486
Change+479 (+19%)
Value$843.6K (-$33.4K)
Filed 2026-10-13
Applied Finance Capital Management, LLC
INCREASED
Shares2,956 from 2,740
Change+216 (+8%)
Value$841.0K (-$125.4K)
Filed 2026-11-03
Fingerlakes Wealth Management, Inc.
DECREASED
Shares2,948 from 2,956
Change-8 (0%)
Value$838.8K (-$203.8K)
Filed 2026-11-04
Integral Investment Advisors, Inc.
INCREASED
Shares2,941 from 2,939
Change+2 (+0%)
Value$836.6K (-$199.9K)
Filed 2026-11-03
Navigation Group, LLC
INCREASED
Shares2,938 from 2,592
Change+346 (+13%)
Value$835.9K (-$78.2K)
Filed 2026-10-28
Fell Capital Management
DECREASED
Shares2,917 from 2,967
Change-50 (-2%)
Value$829.9K (-$216.5K)
Filed 2026-10-09
Samalin Investment Counsel, LLC
INCREASED
Shares2,917 from 2,907
Change+10 (+0%)
Value$829.7K (-$195.6K)
Filed 2026-10-23
Manske Wealth Management
INCREASED
Shares2,911 from 2,905
Change+6 (+0%)
Value$828.1K (-$196.3K)
Filed 2026-10-26
Cardinal Point Capital Management ULC
DECREASED
Shares2,899 from 3,574
Change-675 (-19%)
Value$824.7K (-$435.7K)
Filed 2026-10-21
Hardworking Capital Advisors, LLC
INCREASED
Shares2,886 from 2,530
Change+356 (+14%)
Value$821.0K (-$71.2K)
Filed 2026-10-20
Cora Capital Advisors LLC
INCREASED
Shares2,873 from 2,872
Change+1 (+0%)
Value$817.2K (-$195.7K)
Filed 2026-11-02
Pekin Hardy Strauss, Inc.
DECREASED
Shares2,872 from 2,921
Change-49 (-2%)
Value$817.0K (-$213.1K)
Filed 2026-11-02
Riversedge Advisors, LLC
INCREASED
Shares2,869 from 2,815
Change+54 (+2%)
Value$816.2K (-$176.6K)
Filed 2026-10-09
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares2,867 from 2,867
Change0 (0%)
Value$815.6K (-$195.5K)
Filed 2026-10-26
Fulton Breakefield Broenniman LLC
DECREASED
Shares2,865 from 2,920
Change-55 (-2%)
Value$815.0K (-$214.7K)
Filed 2026-11-03
Heritage Wealth Management, Inc.
DECREASED
Shares2,861 from 2,865
Change-4 (0%)
Value$814.0K (-$196.5K)
Filed 2026-10-27
Whalen Wealth Management Inc.
INCREASED
Shares2,859 from 2,803
Change+56 (+2%)
Value$813.3K (-$175.4K)
Filed 2026-10-08
CMG Global Holdings, LLC
INCREASED
Shares2,858 from 2,818
Change+40 (+1%)
Value$813.1K (-$180.8K)
Filed 2026-10-14
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares2,857 from 4,122
Change-1,265 (-31%)
Value$812.8K (-$641.0K)
Filed 2026-10-20
Weaver Consulting Group
DECREASED
Shares2,854 from 3,020
Change-166 (-5%)
Value$812.0K (-$253.2K)
Filed 2026-10-07
Piscataqua Savings Bank
DECREASED
Shares2,852 from 3,288
Change-436 (-13%)
Value$811.3K (-$348.2K)
Filed 2026-10-21
Forteris Wealth Management Inc.
INCREASED
Shares2,842 from 2,596
Change+246 (+9%)
Value$808.5K (-$107.0K)
Filed 2026-10-13
Lincoln Capital LLC
DECREASED
Shares2,842 from 2,854
Change-12 (0%)
Value$810.0K (-$196.6K)
Filed 2026-10-09
Challenger Wealth Management
DECREASED
Shares2,840 from 3,247
Change-407 (-13%)
Value$808.0K (-$337.3K)
Filed 2026-10-30
Lake Street Private Wealth, LLC
DECREASED
Shares2,840 from 3,113
Change-273 (-9%)
Value$808.1K (-$290.1K)
Filed 2026-10-22
Northbridge Financial Group, LLC
DECREASED
Shares2,836 from 2,899
Change-63 (-2%)
Value$813.1K (-$209.2K)
Filed 2026-11-05
Bank Pictet & Cie (Europe) AG
DECREASED
Shares2,832 from 3,042
Change-210 (-7%)
Value$805.7K (-$267.2K)
Filed 2026-10-20
Alpine Bank Wealth Management
DECREASED
Shares2,825 from 2,896
Change-71 (-2%)
Value$803.7K (-$217.7K)
Filed 2026-10-16
Hardin Capital Partners, LLC
INCREASED
Shares2,821 from 770
Change+2,051 (+266%)
Value$802.5K (+$530.8K)
Filed 2026-10-09
Redhawk Wealth Advisors, Inc.
DECREASED
Shares2,817 from 2,951
Change-134 (-5%)
Value$801.4K (-$239.5K)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares2,804 from 2,505
Change+299 (+12%)
Value$798.1K (-$86.0K)
Filed 2026-10-16
Smith Thornton Advisors LLC
UNCHANGED
Shares2,803 from 2,803
Change0 (0%)
Value$797.4K (-$147.5K)
Filed 2026-10-16
Goldenstone Wealth Management LLC
INCREASED
Shares2,797 from 2,697
Change+100 (+4%)
Value$795.7K (-$155.6K)
Filed 2026-11-04
Bank of New Hampshire
DECREASED
Shares2,797 from 2,852
Change-55 (-2%)
Value$795.7K (-$210.1K)
Filed 2026-10-06
Boltwood Capital Management
DECREASED
Shares2,795 from 2,825
Change-30 (-1%)
Value$795.2K (-$201.2K)
Filed 2026-10-02
Mendel Money Management
DECREASED
Shares2,794 from 2,863
Change-69 (-2%)
Value$794.9K (-$214.9K)
Filed 2026-11-02
Fjell Capital, LLC
DECREASED
Shares2,786 from 3,113
Change-327 (-10%)
Value$792.4K (-$305.5K)
Filed 2026-10-13
First Financial Bank - Trust Division
DECREASED
Shares2,786 from 2,862
Change-76 (-3%)
Value$792.6K (-$216.8K)
Filed 2026-10-01
Wealth Effects LLC
DECREASED
Shares2,782 from 2,808
Change-26 (-1%)
Value$791.5K (-$198.9K)
Filed 2026-10-23
Aire Advisors, LLC
INCREASED
Shares2,782 from 2,781
Change+1 (+0%)
Value$791.3K (-$189.4K)
Filed 2026-10-22
Baker Tilly Wealth Management, LLC
DECREASED
Shares2,778 from 2,990
Change-212 (-7%)
Value$790.3K (-$264.1K)
Filed 2026-10-05
Wilkins Miller Wealth Management, LLC
DECREASED
Shares2,771 from 2,848
Change-77 (-3%)
Value$788.3K (-$216.2K)
Filed 2026-10-13
Bennett Selby Investments LP
INCREASED
Shares2,770 from 2,639
Change+131 (+5%)
Value$788.1K (-$142.7K)
Filed 2026-10-19
Bullock Wealth Management Group
DECREASED
Shares2,769 from 2,771
Change-2 (0%)
Value$782.2K (-$190.0K)
Filed 2026-10-09
Fire Capital Management LLC
INCREASED
Shares2,765 from 1,868
Change+897 (+48%)
Value$786.6K (+$127.8K)
Filed 2026-10-27
Rhodes Investment Advisors Inc
DECREASED
Shares2,764 from 3,043
Change-279 (-9%)
Value$786.3K (-$286.9K)
Filed 2026-10-07
Thrive Wealth Management, LLC
DECREASED
Shares2,764 from 2,800
Change-36 (-1%)
Value$786.3K (-$201.1K)
Filed 2026-10-13
Gibraltar Capital Management, Inc.
INCREASED
Shares2,761 from 2,589
Change+172 (+7%)
Value$785.6K (-$127.6K)
Filed 2026-10-27
Ullmann Wealth Partners Group, LLC
DECREASED
Shares2,746 from 2,902
Change-156 (-5%)
Value$781.1K (-$242.5K)
Filed 2026-11-02
Teza Capital Management LLC
NEW
Shares2,740
Change+2,740
Value$779.5K
Filed 2026-10-23
KFG Wealth Management, LLC
DECREASED
Shares2,735 from 2,980
Change-245 (-8%)
Value$778.2K (-$272.8K)
Filed 2026-10-16
Invera Wealth Advisors, LLC
DECREASED
Shares2,728 from 5,275
Change-2,547 (-48%)
Value$776.1K (-$1.1M)
Filed 2026-10-28
Gilman Hill Asset Management, LLC
INCREASED
Shares2,727 from 2,719
Change+8 (+0%)
Value$775.8K (-$183.0K)
Filed 2026-10-13
Enterprise Financial Services Corp
UNCHANGED
Shares2,719 from 2,719
Change0 (0%)
Value$773.5K (-$185.4K)
Filed 2026-11-03
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares2,710 from 2,669
Change+41 (+2%)
Value$771.0K (-$170.3K)
Filed 2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED
Shares2,708 from 3,992
Change-1,284 (-32%)
Value$770.3K (-$637.6K)
Filed 2026-10-21
Emprise Bank
DECREASED
Shares2,707 from 2,775
Change-68 (-2%)
Value$770.1K (-$208.6K)
Filed 2026-10-07
Hunter Associates Investment Management LLC
INCREASED
Shares2,706 from 2,705
Change+1 (+0%)
Value$771.0K (-$184.0K)
Filed 2026-10-26
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares2,701 from 2,321
Change+380 (+16%)
Value$768.4K (-$50.1K)
Filed 2026-10-09
Integrity Advisory Solutions, LLC
INCREASED
Shares2,696 from 2,445
Change+251 (+10%)
Value$767.2K (-$95.4K)
Filed 2026-10-29
Madrona Financial Services, LLC
INCREASED
Shares2,692 from 2,653
Change+39 (+1%)
Value$765.8K (-$169.9K)
Filed 2026-10-23
Cowa, LLC
DECREASED
Shares2,681 from 2,689
Change-8 (0%)
Value$762.7K (-$185.6K)
Filed 2026-10-30
MW Advisory, LLC
DECREASED
Shares2,678 from 3,831
Change-1,153 (-30%)
Value$761.8K (-$589.4K)
Filed 2026-10-19
Lewis Asset Management, LLC
INCREASED
Shares2,676 from 2,526
Change+150 (+6%)
Value$761.3K (-$129.6K)
Filed 2026-10-14
Visionary Horizons, LLC
DECREASED
Shares2,672 from 2,673
Change-1 (0%)
Value$760.4K (-$182.6K)
Filed 2026-10-22
waypoint wealth counsel
INCREASED
Shares2,671 from 2,476
Change+195 (+8%)
Value$760.0K (-$113.2K)
Filed 2026-10-22
Burton Enright Welch
INCREASED
Shares2,664 from 2,004
Change+660 (+33%)
Value$757.9K (+$51.1K)
Filed 2026-11-04
Maia Wealth LLC
DECREASED
Shares2,650 from 2,700
Change-50 (-2%)
Value$753.8K (-$198.5K)
Filed 2026-10-19
Unique Wealth, LLC
DECREASED
Shares2,640 from 2,664
Change-24 (-1%)
Value$751.2K (-$188.5K)
Filed 2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED
Shares2,640 from 2,626
Change+14 (+1%)
Value$751.1K (-$175.1K)
Filed 2026-10-26
Hanson & Doremus Investment Management
INCREASED
Shares2,637 from 2,605
Change+32 (+1%)
Value$750 (-$918.3K)
Filed 2026-10-16
BridgePort Financial Solutions, LLC
INCREASED
Shares2,636 from 2,528
Change+108 (+4%)
Value$749.9K (-$141.5K)
Filed 2026-11-02
Corps Capital Advisors, LLC
UNCHANGED
Shares2,626 from 2,626
Change0 (0%)
Value$747.1K (-$179.1K)
Filed 2026-11-05
Ellis Investment Partners, LLC
INCREASED
Shares2,624 from 2,605
Change+19 (+1%)
Value$746.8K (-$172.1K)
Filed 2026-10-21
One Way Holdings LLC
DECREASED
Shares2,618 from 63,178
Change-60,560 (-96%)
Value$744.8K (-$21.5M)
Filed 2026-10-29
Orca Wealth Management, LLC
DECREASED
Shares2,618 from 2,671
Change-53 (-2%)
Value$744.8K (-$197.2K)
Filed 2026-10-14
First United Bank & Trust
DECREASED
Shares2,607 from 2,619
Change-12 (0%)
Value$741.7K (-$182.0K)
Filed 2026-10-22
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED
Shares2,600 from 2,900
Change-300 (-10%)
Value$739.7K (-$283.1K)
Filed 2026-11-06
Prentice Wealth Management LLC
INCREASED
Shares2,597 from 2,509
Change+88 (+4%)
Value$738.8K (-$146.1K)
Filed 2026-10-20
R2 Capital Strategies, LLC
DECREASED
Shares2,593 from 2,704
Change-111 (-4%)
Value$737.7K (-$215.9K)
Filed 2026-10-15
XY Planning Network, Inc.
INCREASED
Shares2,590 from 1,646
Change+944 (+57%)
Value$736.8K (+$156.4K)
Filed 2026-10-14
Trinity Financial Advisors LLC
INCREASED
Shares2,585 from 2,584
Change+1 (+0%)
Value$735.3K (-$176.0K)
Filed 2026-10-09
Centerpoint Advisory Group
DECREASED
Shares2,580 from 3,030
Change-450 (-15%)
Value$734.0K (-$334.6K)
Filed 2026-10-23
D'Orazio & Associates, Inc.
DECREASED
Shares2,578 from 3,100
Change-522 (-17%)
Value$733.3K (-$360.0K)
Filed 2026-11-04
Vision Capital Management, Inc.
UNCHANGED
Shares2,578 from 2,578
Change0 (0%)
Value$733.4K (-$175.8K)
Filed 2026-10-20
Southern Michigan Bank & Trust
DECREASED
Shares2,573 from 2,601
Change-28 (-1%)
Value$732.0K (-$185.3K)
Filed 2026-10-19
Exchange Bank
DECREASED
Shares2,572 from 2,686
Change-114 (-4%)
Value$731.7K (-$215.6K)
Filed 2026-10-07
Lionshead Wealth Management, LLC
INCREASED
Shares2,569 from 2,531
Change+38 (+2%)
Value$730.9K (-$161.8K)
Filed 2026-10-21
Mountain Pacific Investment Advisers LLC
INCREASED
Shares2,564 from 2,444
Change+120 (+5%)
Value$729.4K (-$132.5K)
Filed 2026-10-29
Reik & Co., LLC
UNCHANGED
Shares2,556 from 2,556
Change0 (0%)
Value$727.2K (-$174.3K)
Filed 2026-10-27
Outlook Wealth Advisors, LLC
DECREASED
Shares2,547 from 2,566
Change-19 (-1%)
Value$724.6K (-$180.6K)
Filed 2026-10-28
PCG Asset Management, LLC
DECREASED
Shares2,545 from 3,730
Change-1,185 (-32%)
Value$724.0K (-$591.5K)
Filed 2026-11-05
Quadcap Wealth Management, LLC
DECREASED
Shares2,543 from 2,824
Change-281 (-10%)
Value$723.2K (-$272.3K)
Filed 2026-11-02
IFG Advisors, LLC
UNCHANGED
Shares2,543 from 2,543
Change0 (0%)
Value$723.6K (-$173.4K)
Filed 2026-10-15
Burford Brothers, Inc.
DECREASED
Shares2,542 from 2,634
Change-92 (-3%)
Value$723.2K (-$205.7K)
Filed 2026-10-21
Horizon Financial Services, LLC
DECREASED
Shares2,539 from 2,567
Change-28 (-1%)
Value$722.3K (-$183.0K)
Filed 2026-11-04
Amplius Wealth Advisors, LLC
DECREASED
Shares2,538 from 2,591
Change-53 (-2%)
Value$722.0K (-$191.8K)
Filed 2026-10-20
Floyd Financial Group LLC
DECREASED
Shares2,535 from 2,640
Change-105 (-4%)
Value$745.1K (-$146.6K)
Filed 2026-10-28
Cromwell Holdings LLC
DECREASED
Shares2,528 from 3,047
Change-519 (-17%)
Value$719.2K (-$355.4K)
Filed 2026-10-28
Human Investing LLC
INCREASED
Shares2,526 from 2,295
Change+231 (+10%)
Value$718.7K (-$90.8K)
Filed 2026-10-19
Northern Financial Advisors Inc
DECREASED
Shares2,523 from 3,244
Change-721 (-22%)
Value$717.8K (-$426.4K)
Filed 2026-10-29
Professional Advisory Services Inc
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$717 (-$172)
Filed 2026-10-08
Piedmont Capital Management, LLC
DECREASED
Shares2,515 from 2,604
Change-89 (-3%)
Value$715.5K (-$202.9K)
Filed 2026-10-21
Willow Creek Capital Management, Inc.
UNCHANGED
Shares2,511 from 2,511
Change0 (0%)
Value$885.7K ($0)
Filed 2026-10-16
Edgemoor Investment Advisors, Inc.
INCREASED
Shares2,505 from 2,404
Change+101 (+4%)
Value$712.6K (-$135.2K)
Filed 2026-11-03
Guardian Partners Inc.
DECREASED
Shares2,495 from 2,574
Change-79 (-3%)
Value$709.8K (-$198.0K)
Filed 2026-10-21
Tower Trust & Investment Co
INCREASED
Shares2,493 from 2,435
Change+58 (+2%)
Value$709.1K (-$149.6K)
Filed 2026-10-28
Peoples Bank
DECREASED
Shares2,489 from 2,564
Change-75 (-3%)
Value$708.1K (-$196.2K)
Filed 2026-10-26
Montecito Bank & Trust
INCREASED
Shares2,487 from 2,473
Change+14 (+1%)
Value$707.5K (-$164.7K)
Filed 2026-10-01
Pacifica Partners Inc.
INCREASED
Shares2,486 from 2,448
Change+38 (+2%)
Value$702.2K (-$173.8K)
Filed 2026-10-09
Torray Investment Partners LLC
UNCHANGED
Shares2,485 from 2,485
Change0 (0%)
Value$707.0K (-$169.5K)
Filed 2026-10-30
Hamilton Capital, LLC
INCREASED
Shares2,483 from 2,320
Change+163 (+7%)
Value$706.3K (-$112.1K)
Filed 2026-10-08
Byrne Asset Management LLC
DECREASED
Shares2,477 from 2,497
Change-20 (-1%)
Value$699.7K (-$181.0K)
Filed 2026-10-06
Fortitude Family Office, LLC
INCREASED
Shares2,476 from 2,430
Change+46 (+2%)
Value$704.4K (-$152.6K)
Filed 2026-10-14
Trek Financial, LLC
INCREASED
Shares2,474 from 2,440
Change+34 (+1%)
Value$704.0K (-$156.6K)
Filed 2026-10-29
Nadler Financial Group, Inc.
DECREASED
Shares2,467 from 2,662
Change-195 (-7%)
Value$701.9K (-$237.1K)
Filed 2026-10-23
Windsor Capital Management, LLC
INCREASED
Shares2,465 from 2,419
Change+46 (+2%)
Value$701.3K (-$152.0K)
Filed 2026-10-13
Werlinich Asset Management, LLC
UNCHANGED
Shares2,464 from 2,464
Change0 (0%)
Value$701.0K (-$168.0K)
Filed 2026-10-09
Detalus Advisors, LLC
INCREASED
Shares2,459 from 2,457
Change+2 (+0%)
Value$699.5K (-$167.1K)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares2,450 from 1,408
Change+1,042 (+74%)
Value$697.0K (+$200.3K)
Filed 2026-11-05
Wedgewood Investors Inc
UNCHANGED
Shares2,447 from 2,447
Change0 (0%)
Value$696.1K (-$166.9K)
Filed 2026-10-28
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares2,442 from 2,488
Change-46 (-2%)
Value$694.6K (-$182.9K)
Filed 2026-10-07
Tanager Wealth Management LLP
INCREASED
Shares2,441 from 2,180
Change+261 (+12%)
Value$694.4K (-$74.4K)
Filed 2026-10-19
Boomfish Wealth Group, LLC
INCREASED
Shares2,441 from 2,399
Change+42 (+2%)
Value$694.5K (-$151.6K)
Filed 2026-10-22
Alpha Family Trust
UNCHANGED
Shares2,435 from 2,435
Change0 (0%)
Value$858.8K ($0)
Filed 2026-11-04
Catalyst Capital Advisors LLC
UNCHANGED
Shares2,427 from 2,427
Change0 (0%)
Value$690.5K (-$165.5K)
Filed 2026-11-02
Financial Management Professionals, Inc.
INCREASED
Shares2,424 from 2,319
Change+105 (+5%)
Value$689.5K (-$128.4K)
Filed 2026-10-23
M. Kraus & Co
UNCHANGED
Shares2,419 from 2,419
Change0 (0%)
Value$688.2K (-$165.0K)
Filed 2026-10-20
Kestra Investment Management, LLC
DECREASED
Shares2,418 from 2,806
Change-388 (-14%)
Value$687.8K (-$302.0K)
Filed 2026-11-04
Investment Research & Advisory Group, Inc.
INCREASED
Shares2,417 from 2,323
Change+94 (+4%)
Value$704.3K (-$130.0K)
Filed 2026-10-19
GSG Advisors LLC
INCREASED
Shares2,416 from 2,389
Change+27 (+1%)
Value$687.3K (-$155.2K)
Filed 2026-11-03
J. L. Bainbridge & Co., Inc.
DECREASED
Shares2,414 from 2,566
Change-152 (-6%)
Value$686.8K (-$218.2K)
Filed 2026-10-20
Cornerstone Wealth, LLC
UNCHANGED
Shares2,403 from 2,403
Change0 (0%)
Value$768.6K (-$51.9K)
Filed 2026-10-28
TFC Financial Management, Inc.
DECREASED
Shares2,401 from 2,492
Change-91 (-4%)
Value$683.1K (-$195.8K)
Filed 2026-10-26
Raleigh Capital Management Inc.
DECREASED
Shares2,397 from 2,415
Change-18 (-1%)
Value$681.9K (-$169.8K)
Filed 2026-10-28
Jacobsen Capital Management
INCREASED
Shares2,386 from 2,344
Change+42 (+2%)
Value$678.8K (-$147.9K)
Filed 2026-10-27
Wilkins Investment Counsel Inc
UNCHANGED
Shares2,383 from 2,383
Change0 (0%)
Value$677.9K (-$162.5K)
Filed 2026-11-03
Bluedoor Private Wealth, LLC
DECREASED
Shares2,378 from 2,488
Change-110 (-4%)
Value$676.5K (-$201.0K)
Filed 2026-11-05
Sage Private Wealth Group, LLC
INCREASED
Shares2,377 from 2,138
Change+239 (+11%)
Value$676.2K (-$78.0K)
Filed 2026-10-21
Missouri Trust & Investment Co
DECREASED
Shares2,376 from 2,414
Change-38 (-2%)
Value$675.9K (-$125.4K)
Filed 2026-11-04
Howard Capital Management Group, LLC
INCREASED
Shares2,371 from 2,343
Change+28 (+1%)
Value$674.7K (-$151.5K)
Filed 2026-10-16
Canandaigua National Trust Co of Florida
NEW
Shares2,370
Change+2,370
Value$674.2K
Filed 2026-10-07
Founders Grove Wealth Partners, LLC
DECREASED
Shares2,364 from 2,405
Change-41 (-2%)
Value$672.4K (-$175.6K)
Filed 2026-10-16
Weil Company, Inc.
INCREASED
Shares2,349 from 2,127
Change+222 (+10%)
Value$668.3K (-$81.9K)
Filed 2026-10-14
Cpwa, LLC
INCREASED
Shares2,339 from 2,324
Change+15 (+1%)
Value$679.8K (-$140.0K)
Filed 2026-11-04
Compass Wealth Management, LLC
DECREASED
Shares2,338 from 2,394
Change-56 (-2%)
Value$665.3K (-$179.0K)
Filed 2026-10-30
Chung Wu Investment Group, LLC
DECREASED
Shares2,335 from 3,110
Change-775 (-25%)
Value$664.3K (-$432.6K)
Filed 2026-11-03
First Heartland Consultants, Inc.
INCREASED
Shares2,331 from 2,039
Change+292 (+14%)
Value$663.2K (-$55.9K)
Filed 2026-10-08
Arbor Investment Advisors, LLC
DECREASED
Shares2,326 from 3,570
Change-1,244 (-35%)
Value$661.8K (-$597.4K)
Filed 2026-10-26
1620 Investment Advisors, Inc.
INCREASED
Shares2,314 from 2,245
Change+69 (+3%)
Value$658.2K (-$133.6K)
Filed 2026-11-04
Opal Wealth Advisors, LLC
DECREASED
Shares2,314 from 2,324
Change-10 (0%)
Value$658.3K (-$161.3K)
Filed 2026-10-16
TriaGen Wealth Management LLC
UNCHANGED
Shares2,311 from 2,311
Change0 (0%)
Value$657.5K (-$157.6K)
Filed 2026-10-14
DMC Group, LLC
DECREASED
Shares2,308 from 2,340
Change-32 (-1%)
Value$656.6K (-$168.7K)
Filed 2026-10-26
KWB Wealth
DECREASED
Shares2,308 from 2,309
Change-1 (0%)
Value$656.7K (-$157.7K)
Filed 2026-10-16
American State Bank (Iowa)
INCREASED
Shares2,305 from 2,119
Change+186 (+9%)
Value$655.8K (-$91.6K)
Filed 2026-11-03
MFA Wealth Services
INCREASED
Shares2,299 from 2,279
Change+20 (+1%)
Value$654.0K (-$149.7K)
Filed 2026-10-14
Leelyn Smith, LLC
INCREASED
Shares2,296 from 2,291
Change+5 (+0%)
Value$653.1K (-$154.7K)
Filed 2026-11-03
Blue Bell Private Wealth Management, LLC
INCREASED
Shares2,291 from 2,077
Change+214 (+10%)
Value$651.7K (-$80.9K)
Filed 2026-10-29
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares2,290 from 2,560
Change-270 (-11%)
Value$652.0K (-$251.0K)
Filed 2026-11-05
Oarsman Capital, Inc.
INCREASED
Shares2,279 from 2,048
Change+231 (+11%)
Value$648.4K (-$73.8K)
Filed 2026-11-05
Worth Financial Advisory Group, LLC
DECREASED
Shares2,275 from 3,185
Change-910 (-29%)
Value$647.1K (-$476.1K)
Filed 2026-10-19
Onyx Bridge Wealth Group LLC
DECREASED
Shares2,271 from 2,432
Change-161 (-7%)
Value$646.1K (-$211.5K)
Filed 2026-10-16
Diversified Management Inc
INCREASED
Shares2,268 from 2,250
Change+18 (+1%)
Value$645.1K (-$148.3K)
Filed 2026-10-08
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares2,265 from 2,265
Change0 (0%)
Value$644.4K (-$154.5K)
Filed 2026-10-23
SJS Investment Consulting Inc.
DECREASED
Shares2,260 from 2,265
Change-5 (0%)
Value$643.0K (-$155.9K)
Filed 2026-10-26
Powell Investment Advisors, LLC
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$642.9K (-$154.1K)
Filed 2026-10-22
Park Capital Management, LLC / WI
DECREASED
Shares2,254 from 2,364
Change-110 (-5%)
Value$641.4K (-$192.3K)
Filed 2026-10-13
May Hill Capital, LLC
DECREASED
Shares2,254 from 2,273
Change-19 (-1%)
Value$641.2K (-$160.4K)
Filed 2026-11-03
Childress Capital Advisors, LLC
DECREASED
Shares2,246 from 2,303
Change-57 (-2%)
Value$638.9K (-$173.2K)
Filed 2026-10-28
XXI Wealth, LLC
INCREASED
Shares2,240 from 1,416
Change+824 (+58%)
Value$637.3K (+$137.9K)
Filed 2026-10-22
Syntegra Private Wealth Group, LLC
DECREASED
Shares2,233 from 2,389
Change-156 (-7%)
Value$635.4K (-$207.3K)
Filed 2026-10-13
Unified Investment Management
DECREASED
Shares2,229 from 2,241
Change-12 (-1%)
Value$634.0K (-$156.5K)
Filed 2026-10-14
MPS Loria Financial Planners, LLC
INCREASED
Shares2,229 from 2,226
Change+3 (+0%)
Value$634.1K (-$150.9K)
Filed 2026-10-14
Yoffe Investment Management, LLC
UNCHANGED
Shares2,225 from 2,225
Change0 (0%)
Value$632.9K (-$151.7K)
Filed 2026-11-02
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares2,222 from 2,205
Change+17 (+1%)
Value$632.0K (-$146.0K)
Filed 2026-11-04
Asset Planning,Inc
INCREASED
Shares2,218 from 2,204
Change+14 (+1%)
Value$631.1K (-$146.1K)
Filed 2026-10-26
AMG Asset Management Group, Inc.
DECREASED
Shares2,216 from 2,332
Change-116 (-5%)
Value$630.5K (-$191.8K)
Filed 2026-10-21
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares2,199 from 2,659
Change-460 (-17%)
Value$625.5K (-$312.3K)
Filed 2026-11-03
Steel Grove Capital Advisors, LLC
DECREASED
Shares2,199 from 2,454
Change-255 (-10%)
Value$625.7K (-$239.7K)
Filed 2026-10-13
Elm3 Financial Group, LLC
DECREASED
Shares2,197 from 3,124
Change-927 (-30%)
Value$624.9K (-$476.7K)
Filed 2026-10-07
Focus Wealth Advisors, LLC
INCREASED
Shares2,189 from 2,177
Change+12 (+1%)
Value$622.8K (-$145.1K)
Filed 2026-10-14
AUA Capital Management, LLC
UNCHANGED
Shares2,189 from 2,189
Change0 (0%)
Value$622.7K (-$149.3K)
Filed 2026-10-15
Blackston Financial Advisory Group, LLC
INCREASED
Shares2,181 from 2,176
Change+5 (+0%)
Value$620.3K (-$147.2K)
Filed 2026-11-04
Lakeshore Capital Group, Inc.
INCREASED
Shares2,172 from 1,962
Change+210 (+11%)
Value$617.8K (-$74.1K)
Filed 2026-10-20
Stonebridge Financial Group, LLC
DECREASED
Shares2,170 from 2,206
Change-36 (-2%)
Value$617.3K (-$160.7K)
Filed 2026-10-01
Flynn Zito Capital Management, LLC
INCREASED
Shares2,166 from 2,158
Change+8 (+0%)
Value$616.2K (-$144.9K)
Filed 2026-11-04
Beacon Financial Advisory LLC
DECREASED
Shares2,162 from 2,211
Change-49 (-2%)
Value$615.0K (-$164.9K)
Filed 2026-10-16
Legacy Wealth Asset Management, LLC
INCREASED
Shares2,147 from 2,130
Change+17 (+1%)
Value$610.9K (-$140.4K)
Filed 2026-10-09
Defined Wealth Management, LLC
DECREASED
Shares2,140 from 2,188
Change-48 (-2%)
Value$608.8K (-$162.9K)
Filed 2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares2,140 from 2,151
Change-11 (-1%)
Value$608.7K (-$150.0K)
Filed 2026-10-09
Financial Solutions Advisory Group, Inc.
INCREASED
Shares2,137 from 2,133
Change+4 (+0%)
Value$661.7K (-$60.8K)
Filed 2026-10-28
Patten Group, Inc.
DECREASED
Shares2,134 from 2,254
Change-120 (-5%)
Value$607.1K (-$187.9K)
Filed 2026-10-26
CDM Financial Counseling Services, Inc.
DECREASED
Shares2,132 from 2,357
Change-225 (-10%)
Value$606.2K (-$224.3K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED
Shares2,130 from 2,199
Change-69 (-3%)
Value$605.9K (-$169.6K)
Filed 2026-11-04
Seamount Financial Group Inc
INCREASED
Shares2,129 from 2,128
Change+1 (+0%)
Value$605.6K (-$144.9K)
Filed 2026-10-21
SmartHarvest Portfolios, LLC
DECREASED
Shares2,126 from 2,961
Change-835 (-28%)
Value$604.7K (-$439.6K)
Filed 2026-10-26
Quantum Financial Advisors, LLC
DECREASED
Shares2,124 from 2,258
Change-134 (-6%)
Value$604.2K (-$192.1K)
Filed 2026-11-03
Goldstein Advisors, LLC
DECREASED
Shares2,111 from 2,486
Change-375 (-15%)
Value$600.6K (-$276.2K)
Filed 2026-10-15
Finivi Inc.
INCREASED
Shares2,105 from 1,989
Change+116 (+6%)
Value$598.9K (-$102.6K)
Filed 2026-10-13
Norway Savings Bank
DECREASED
Shares2,104 from 2,124
Change-20 (-1%)
Value$598.6K (-$150.5K)
Filed 2026-10-20
Murphy Pohlad Asset Management LLC
DECREASED
Shares2,098 from 2,298
Change-200 (-9%)
Value$596.9K (-$213.6K)
Filed 2026-10-22
Sunbeam Capital Management, LLC
DECREASED
Shares2,094 from 2,297
Change-203 (-9%)
Value$595.8K (-$214.3K)
Filed 2026-11-05
Sunpointe, LLC
DECREASED
Shares2,093 from 2,280
Change-187 (-8%)
Value$595.6K (-$208.6K)
Filed 2026-10-22
Crusonia Wealth Advisors LLC
DECREASED
Shares2,092 from 2,179
Change-87 (-4%)
Value$595.2K (-$173.3K)
Filed 2026-10-26
Baldwin Wealth Partners LLC
DECREASED
Shares2,087 from 2,246
Change-159 (-7%)
Value$593.7K (-$198.4K)
Filed 2026-10-13
Crew Capital Management, Ltd
INCREASED
Shares2,085 from 1,789
Change+296 (+17%)
Value$593.2K (-$37.8K)
Filed 2026-10-28
EdgeRock Capital LLC
INCREASED
Shares2,084 from 1,998
Change+86 (+4%)
Value$593.0K (-$111.7K)
Filed 2026-11-03
Royal Fund Management, LLC
DECREASED
Shares2,083 from 2,140
Change-57 (-3%)
Value$592.8K (-$162.2K)
Filed 2026-10-22
Malaga Cove Capital, LLC
INCREASED
Shares2,082 from 1,847
Change+235 (+13%)
Value$592.3K (-$59.1K)
Filed 2026-10-23
Howard Wealth Management, LLC
DECREASED
Shares2,082 from 2,084
Change-2 (0%)
Value$592.4K (-$142.9K)
Filed 2026-10-28
Capital City Trust Co
DECREASED
Shares2,079 from 2,339
Change-260 (-11%)
Value$591.5K (-$233.5K)
Filed 2026-10-22
Sage Investment Advisers LLC
INCREASED
Shares2,076 from 2,006
Change+70 (+3%)
Value$590.7K (-$116.6K)
Filed 2026-10-21
BankPlus Wealth Management LLC
INCREASED
Shares2,071 from 2,041
Change+30 (+1%)
Value$589.5K (-$131.0K)
Filed 2026-10-13
W Advisors, LLC
DECREASED
Shares2,071 from 2,098
Change-27 (-1%)
Value$589.3K (-$150.6K)
Filed 2026-11-02
Sara-Bay Financial
DECREASED
Shares2,069 from 3,162
Change-1,093 (-35%)
Value$588.6K (-$526.6K)
Filed 2026-10-21
Values Added Financial LLC
DECREASED
Shares2,065 from 2,104
Change-39 (-2%)
Value$587.5K (-$154.6K)
Filed 2026-10-28
Embree Financial Group
DECREASED
Shares2,065 from 2,066
Change-1 (0%)
Value$587.6K (-$140.9K)
Filed 2026-10-22
Vista Investment Partners II, LLC
DECREASED
Shares2,060 from 2,140
Change-80 (-4%)
Value$586.1K (-$168.8K)
Filed 2026-10-15
DecisionMap Wealth Management, LLC
DECREASED
Shares2,056 from 2,289
Change-233 (-10%)
Value$585.0K (-$222.2K)
Filed 2026-10-29
Client First Capital LLC
UNCHANGED
Shares2,052 from 2,052
Change0 (0%)
Value$583.8K (-$139.9K)
Filed 2026-10-22
Capital Advantage, Inc.
INCREASED
Shares2,036 from 1,993
Change+43 (+2%)
Value$579.2K (-$123.6K)
Filed 2026-10-14
Optivise Advisory Services LLC
DECREASED
Shares2,036 from 2,042
Change-6 (0%)
Value$579.1K (-$141.1K)
Filed 2026-10-19
Fiduciary Financial Group, LLC
DECREASED
Shares2,028 from 2,174
Change-146 (-7%)
Value$576.9K (-$189.8K)
Filed 2026-10-13
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares2,025 from 2,031
Change-6 (0%)
Value$576.0K (-$140.4K)
Filed 2026-11-04
Brown Miller Wealth Management, LLC
INCREASED
Shares2,023 from 1,963
Change+60 (+3%)
Value$575.6K (-$116.7K)
Filed 2026-11-02
Financial Consulate, Inc
DECREASED
Shares2,015 from 2,045
Change-30 (-1%)
Value$573.3K (-$147.8K)
Filed 2026-10-23
Freedom Day Solutions, LLC
DECREASED
Shares2,009 from 2,019
Change-10 (0%)
Value$571.5K (-$140.6K)
Filed 2026-10-20
Brucke Financial, Inc.
INCREASED
Shares1,997 from 1,568
Change+429 (+27%)
Value$568.3K (+$15.1K)
Filed 2026-10-23
Well Done, LLC
INCREASED
Shares1,992 from 1,966
Change+26 (+1%)
Value$566.7K (-$126.7K)
Filed 2026-10-20
Gradient Capital Advisors, LLC
DECREASED
Shares1,990 from 2,212
Change-222 (-10%)
Value$566.1K (-$214.1K)
Filed 2026-10-21
Tranquility Partners, LLC
INCREASED
Shares1,987 from 1,934
Change+53 (+3%)
Value$565.3K (-$116.8K)
Filed 2026-10-20
R. W. Roge & Company, Inc.
UNCHANGED
Shares1,976 from 1,976
Change0 (0%)
Value$562.0K (-$134.0K)
Filed 2026-11-04
Hilltop National Bank
DECREASED
Shares1,975 from 2,240
Change-265 (-12%)
Value$561.9K (-$228.1K)
Filed 2026-10-14
Franklin Street Advisors Inc
DECREASED
Shares1,975 from 2,072
Change-97 (-5%)
Value$561.9K (-$168.9K)
Filed 2026-10-13
Allied Investment Advisors, LLC
UNCHANGED
Shares1,971 from 1,971
Change0 (0%)
Value$560.7K (-$134.4K)
Filed 2026-10-13
Etesian Wealth Advisors, Inc.
DECREASED
Shares1,969 from 2,070
Change-101 (-5%)
Value$560.2K (-$169.9K)
Filed 2026-10-27
Rockingstone Advisors LLC
UNCHANGED
Shares1,967 from 1,967
Change0 (0%)
Value$559.6K (-$134.1K)
Filed 2026-10-16
Novem Group
DECREASED
Shares1,964 from 2,027
Change-63 (-3%)
Value$558.8K (-$155.9K)
Filed 2026-10-19
Tandem Investment Partners LLC
INCREASED
Shares1,962 from 1,947
Change+15 (+1%)
Value$558.2K (-$128.5K)
Filed 2026-10-16
Kelly Financial Services LLC
INCREASED
Shares1,959 from 1,903
Change+56 (+3%)
Value$557.5K (-$113.8K)
Filed 2026-10-20
Global Strategic Investment Solutions, LLC
INCREASED
Shares1,957 from 1,934
Change+23 (+1%)
Value$556.9K (-$125.4K)
Filed 2026-10-16
Birchwood Financial Partners, Inc.
INCREASED
Shares1,957 from 1,943
Change+14 (+1%)
Value$556.9K (-$128.5K)
Filed 2026-11-02
Towercrest Capital Management
DECREASED
Shares1,954 from 2,484
Change-530 (-21%)
Value$555.9K (-$320.2K)
Filed 2026-10-23
Financial Security Advisor, Inc.
DECREASED
Shares1,953 from 2,199
Change-246 (-11%)
Value$555.5K (-$220.1K)
Filed 2026-11-03
Tandemgrowth Financial Advisors LLC
DECREASED
Shares1,951 from 2,055
Change-104 (-5%)
Value$555.0K (-$169.7K)
Filed 2026-11-05
Tiller Private Wealth, Inc.
UNCHANGED
Shares1,951 from 1,951
Change0 (0%)
Value$555.0K (-$133.0K)
Filed 2026-10-26
Blossom Wealth Management
INCREASED
Shares1,947 from 1,881
Change+66 (+4%)
Value$554.0K (-$109.5K)
Filed 2026-11-03
Apollon Financial, LLC
DECREASED
Shares1,946 from 1,988
Change-42 (-2%)
Value$553.6K (-$147.4K)
Filed 2026-10-23
Rosenberg Matthew Hamilton
INCREASED
Shares1,941 from 1,767
Change+174 (+10%)
Value$552.2K (-$71.0K)
Filed 2026-10-05
Park Edge Advisors, LLC
INCREASED
Shares1,937 from 1,931
Change+6 (+0%)
Value$551.1K (-$130.0K)
Filed 2026-10-28
Good Harbor Advisors, Inc.
DECREASED
Shares1,934 from 1,937
Change-3 (0%)
Value$550.2K (-$132.9K)
Filed 2026-10-20
Jackson Square Capital, LLC
UNCHANGED
Shares1,930 from 1,930
Change0 (0%)
Value$549.2K (-$131.6K)
Filed 2026-10-19
StoryOne LLC
INCREASED
Shares1,926 from 1,082
Change+844 (+78%)
Value$547.9K (+$166.3K)
Filed 2026-10-13
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares1,925 from 2,091
Change-166 (-8%)
Value$548.1K (-$189.4K)
Filed 2026-10-09
Pinnacle Bancorp, Inc.
INCREASED
Shares1,922 from 1,909
Change+13 (+1%)
Value$546.8K (-$126.5K)
Filed 2026-10-21
Diversified Portfolios, Inc.
DECREASED
Shares1,921 from 2,421
Change-500 (-21%)
Value$546.6K (-$307.3K)
Filed 2026-11-04
Mcrae Capital Management Inc
UNCHANGED
Shares1,921 from 1,921
Change0 (0%)
Value$546.5K (-$131.0K)
Filed 2026-10-15
First Growth Capital LLC
INCREASED
Shares1,920 from 1,491
Change+429 (+29%)
Value$546.1K (+$20.4K)
Filed 2026-10-15
Uhlmann Price Securities, LLC
DECREASED
Shares1,911 from 2,146
Change-235 (-11%)
Value$543.7K (-$213.0K)
Filed 2026-11-03
Marin Bay Wealth Advisors, LLC
INCREASED
Shares1,910 from 1,908
Change+2 (+0%)
Value$543.6K (-$129.6K)
Filed 2026-10-28
Howard Financial Services, Ltd.
DECREASED
Shares1,907 from 1,989
Change-82 (-4%)
Value$542.5K (-$159.2K)
Filed 2026-10-15
West Wealth Group, LLC
DECREASED
Shares1,907 from 1,925
Change-18 (-1%)
Value$542.6K (-$136.7K)
Filed 2026-10-14
SC&H Financial Advisors, Inc.
UNCHANGED
Shares1,907 from 1,907
Change0 (0%)
Value$542.6K (-$130.1K)
Filed 2026-10-14
Demars Financial Group, LLC
DECREASED
Shares1,904 from 1,988
Change-84 (-4%)
Value$541.7K (-$159.6K)
Filed 2026-10-22
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares1,903 from 1,829
Change+74 (+4%)
Value$541.5K (-$103.7K)
Filed 2026-10-28
Firethorn Wealth Partners, LLC
DECREASED
Shares1,901 from 1,977
Change-76 (-4%)
Value$540.9K (-$156.5K)
Filed 2026-10-14
Magnolia Capital Management LTD
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$541 (-$129)
Filed 2026-10-09
GLR Partners, LLC
DECREASED
Shares1,895 from 1,909
Change-14 (-1%)
Value$539.1K (-$134.2K)
Filed 2026-11-04
Tucker Asset Management LLC
DECREASED
Shares1,889 from 1,915
Change-26 (-1%)
Value$537.5K (-$137.8K)
Filed 2026-10-29
Latitude Advisors, LLC
DECREASED
Shares1,883 from 2,037
Change-154 (-8%)
Value$535.6K (-$182.8K)
Filed 2026-10-27
ARK & TLK Investments, LLC
UNCHANGED
Shares1,883 from 1,883
Change0 (0%)
Value$535.6K (-$128.4K)
Filed 2026-10-20
Richardson Financial Services Inc.
DECREASED
Shares1,882 from 3,051
Change-1,169 (-38%)
Value$535.4K (-$540.6K)
Filed 2026-10-30
Kennedy Investment Group, Inc.
DECREASED
Shares1,882 from 1,981
Change-99 (-5%)
Value$535.5K (-$163.2K)
Filed 2026-10-21
Compass Ion Advisors, LLC
INCREASED
Shares1,882 from 1,872
Change+10 (+1%)
Value$535.3K (-$124.7K)
Filed 2026-10-23
Eagle Bluffs Wealth Management LLC
DECREASED
Shares1,881 from 1,893
Change-12 (-1%)
Value$535.1K (-$132.5K)
Filed 2026-10-20
Towerpoint Wealth, LLC
DECREASED
Shares1,865 from 1,955
Change-90 (-5%)
Value$530.6K (-$159.0K)
Filed 2026-10-13
Quintet Private Bank (Europe) S.A.
INCREASED
Shares1,860 from 1,672
Change+188 (+11%)
Value$529.2K (-$60.5K)
Filed 2026-10-08
Marathon Capital Management
DECREASED
Shares1,854 from 1,879
Change-25 (-1%)
Value$527.4K (-$135.2K)
Filed 2026-10-23
Master's Wealth Management Inc.
INCREASED
Shares1,845 from 1,804
Change+41 (+2%)
Value$525.0K (-$111.1K)
Filed 2026-10-22
Canvas Wealth Advisors, LLC
DECREASED
Shares1,844 from 1,970
Change-126 (-6%)
Value$606.7K (-$87.9K)
Filed 2026-11-02
Centerpoint Advisors, LLC
DECREASED
Shares1,836 from 1,910
Change-74 (-4%)
Value$522.0K (-$152.0K)
Filed 2026-11-05
MBA Advisors LLC
INCREASED
Shares1,836 from 1,807
Change+29 (+2%)
Value$522.3K (-$115.0K)
Filed 2026-10-29
N10 Wealth, LLC
INCREASED
Shares1,829 from 632
Change+1,197 (+189%)
Value$520.3K (+$297.4K)
Filed 2026-10-14
Buck Wealth Strategies, LLC
DECREASED
Shares1,828 from 1,937
Change-109 (-6%)
Value$520.1K (-$162.9K)
Filed 2026-10-28
Commonwealth Financial Services, LLC
DECREASED
Shares1,827 from 2,496
Change-669 (-27%)
Value$519.7K (-$360.6K)
Filed 2026-10-20
Merrion Investment Management Co, LLC
DECREASED
Shares1,825 from 1,875
Change-50 (-3%)
Value$519.2K (-$142.1K)
Filed 2026-10-16
Brown, Lisle Ings, Inc.
INCREASED
Shares1,824 from 1,822
Change+2 (+0%)
Value$518.8K (-$123.6K)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
INCREASED
Shares1,822 from 1,820
Change+2 (+0%)
Value$518.3K (-$123.4K)
Filed 2026-11-02
Chapin Davis, Inc.
DECREASED
Shares1,821 from 1,857
Change-36 (-2%)
Value$518.0K (-$137.1K)
Filed 2026-10-09
Bernardo Wealth Planning LLC
INCREASED
Shares1,820 from 914
Change+906 (+99%)
Value$517.8K (+$195.5K)
Filed 2026-10-23
OMC Financial Services LTD
DECREASED
Shares1,816 from 7,065
Change-5,249 (-74%)
Value$516.6K (-$2.0M)
Filed 2026-10-19
Sage Investment Counsel LLC
INCREASED
Shares1,816 from 1,811
Change+5 (+0%)
Value$516.5K (-$122.2K)
Filed 2026-10-26
Focused Wealth Management, Inc
INCREASED
Shares1,811 from 1,789
Change+22 (+1%)
Value$515.3K (-$115.6K)
Filed 2026-10-30
Advisory Solutions Group, LLC
NEW
Shares1,809
Change+1,809
Value$514.7K
Filed 2026-10-14
Iowa State Bank
UNCHANGED
Shares1,808 from 1,808
Change0 (0%)
Value$514.4K (-$123.3K)
Filed 2026-10-06
Tilia Fiduciary Partners, Inc.
DECREASED
Shares1,803 from 1,998
Change-195 (-10%)
Value$513.1K (-$191.6K)
Filed 2026-10-09
Trust Co
INCREASED
Shares1,800 from 1,629
Change+171 (+11%)
Value$512.1K (-$62.4K)
Filed 2026-10-09
Probity Advisors, Inc.
DECREASED
Shares1,799 from 1,833
Change-34 (-2%)
Value$511.9K (-$134.7K)
Filed 2026-10-23
Live Oak Investment Partners
DECREASED
Shares1,797 from 1,876
Change-79 (-4%)
Value$511.2K (-$150.4K)
Filed 2026-10-23
Vista Investment Partners LLC
DECREASED
Shares1,794 from 1,818
Change-24 (-1%)
Value$510.4K (-$130.8K)
Filed 2026-10-08
Three Bridge Wealth Advisors, LLC
DECREASED
Shares1,791 from 1,813
Change-22 (-1%)
Value$509.5K (-$129.9K)
Filed 2026-11-05
Eagle Bay Advisors LLC
DECREASED
Shares1,784 from 1,938
Change-154 (-8%)
Value$507.5K (-$176.0K)
Filed 2026-10-16
Hoxton Planning & Management, LLC
DECREASED
Shares1,779 from 1,886
Change-107 (-6%)
Value$506.2K (-$159.0K)
Filed 2026-10-15
Montz Harcus Wealth Management LLC
INCREASED
Shares1,776 from 1,685
Change+91 (+5%)
Value$505.2K (-$89.1K)
Filed 2026-10-09
Colonial River Investments, LLC
DECREASED
Shares1,775 from 2,064
Change-289 (-14%)
Value$505.1K (-$223.0K)
Filed 2026-10-19
Gratus Wealth Advisors, LLC
UNCHANGED
Shares1,775 from 1,775
Change0 (0%)
Value$505.0K (-$121.0K)
Filed 2026-10-26
Elevated Capital Advisors, LLC
DECREASED
Shares1,773 from 2,390
Change-617 (-26%)
Value$504.5K (-$338.5K)
Filed 2026-11-04
Alliance Wealth Advisors, LLC
INCREASED
Shares1,772 from 1,069
Change+703 (+66%)
Value$504.1K (+$127.1K)
Filed 2026-10-14
Wilkerson Advisory Group LLC
DECREASED
Shares1,767 from 1,818
Change-51 (-3%)
Value$502.7K (-$138.5K)
Filed 2026-10-20
Heritage Investment Group, Inc.
DECREASED
Shares1,764 from 1,767
Change-3 (0%)
Value$501.8K (-$121.3K)
Filed 2026-11-03
Beacon Hill Wealth Management Ltd.
NEW
Shares1,763
Change+1,763
Value$501.6K
Filed 2026-10-21
Markowski Investments
INCREASED
Shares1,763 from 1,758
Change+5 (+0%)
Value$501.6K (-$118.4K)
Filed 2026-10-30
Summit Investment Advisors, Inc.\KS
INCREASED
Shares1,761 from 1,758
Change+3 (+0%)
Value$501.0K (-$119.1K)
Filed 2026-11-05
Lazari Capital Management, Inc.
DECREASED
Shares1,761 from 1,762
Change-1 (0%)
Value$501.0K (-$120.4K)
Filed 2026-10-20
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares1,760 from 1,760
Change0 (0%)
Value$500.7K (-$120.0K)
Filed 2026-10-19
Provident Investment Management, Inc.
INCREASED
Shares1,758 from 775
Change+983 (+127%)
Value$500.1K (+$226.8K)
Filed 2026-10-23
Clearwave Capital, LLC
INCREASED
Shares1,758 from 1,746
Change+12 (+1%)
Value$500.0K (-$115.8K)
Filed 2026-10-27
T3 Companies, LLC
NEW
Shares1,755
Change+1,755
Value$499.3K
Filed 2026-10-22
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares1,751 from 1,572
Change+179 (+11%)
Value$498.1K (-$56.3K)
Filed 2026-11-02
Wealth Quarterback LLC
DECREASED
Shares1,751 from 1,860
Change-109 (-6%)
Value$498.1K (-$157.9K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
DECREASED
Shares1,748 from 1,814
Change-66 (-4%)
Value$497.3K (-$142.6K)
Filed 2026-11-02
Smallwood Wealth Investment Management, LLC
DECREASED
Shares1,739 from 1,763
Change-24 (-1%)
Value$494.7K (-$127.0K)
Filed 2026-10-30
Triton Wealth Management, Pllc
DECREASED
Shares1,730 from 1,868
Change-138 (-7%)
Value$578.0K (-$50.0K)
Filed 2026-11-04
Sunburst Financial Group, LLC
UNCHANGED
Shares1,726 from 1,726
Change0 (0%)
Value$491.2K (-$117.7K)
Filed 2026-10-09
Finward Bancorp
DECREASED
Shares1,724 from 1,754
Change-30 (-2%)
Value$490.5K (-$128.1K)
Filed 2026-10-14
Kelsey Financial, LLC
DECREASED
Shares1,720 from 1,727
Change-7 (0%)
Value$489.3K (-$119.8K)
Filed 2026-10-28
McHugh Group, LLC
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$489.3K (-$117.3K)
Filed 2026-10-19
Lakeshore Financial Planning, Inc.
INCREASED
Shares1,717 from 1,681
Change+36 (+2%)
Value$488.5K (-$104.6K)
Filed 2026-10-13
Wright Investors Service Inc
INCREASED
Shares1,714 from 1,698
Change+16 (+1%)
Value$487.6K (-$111.2K)
Filed 2026-11-02
Canopy Partners, LLC
DECREASED
Shares1,711 from 1,720
Change-9 (-1%)
Value$486.8K (-$119.8K)
Filed 2026-10-28
Hilton Head Capital Partners, LLC
DECREASED
Shares1,709 from 1,937
Change-228 (-12%)
Value$486.1K (-$196.9K)
Filed 2026-10-23
Sage Rhino Capital LLC
DECREASED
Shares1,703 from 1,707
Change-4 (0%)
Value$484.5K (-$117.5K)
Filed 2026-10-28
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares1,697 from 1,697
Change0 (0%)
Value$482.8K (-$115.7K)
Filed 2026-10-07
Alliance Wealth Management Group
DECREASED
Shares1,694 from 2,224
Change-530 (-24%)
Value$481.9K (-$302.4K)
Filed 2026-10-29
Karras Company, Inc.
DECREASED
Shares1,691 from 1,740
Change-49 (-3%)
Value$481.1K (-$132.4K)
Filed 2026-10-16
Matisse Capital
DECREASED
Shares1,690 from 1,702
Change-12 (-1%)
Value$480.8K (-$119.5K)
Filed 2026-10-29
Evanson Financial, LLC
INCREASED
Shares1,689 from 1,522
Change+167 (+11%)
Value$480.5K (-$56.3K)
Filed 2026-10-23
Tandem Investment Advisors, Inc.
INCREASED
Shares1,688 from 780
Change+908 (+116%)
Value$480.2K (+$205.1K)
Filed 2026-11-04
Mccarter Private Wealth Services LLC
INCREASED
Shares1,688 from 1,655
Change+33 (+2%)
Value$480.3K (-$103.5K)
Filed 2026-10-22
North Capital, Inc.
DECREASED
Shares1,687 from 1,733
Change-46 (-3%)
Value$495.9K (-$115.2K)
Filed 2026-10-16
VAN Strum & Towne Inc.
INCREASED
Shares1,683 from 1,313
Change+370 (+28%)
Value$478.7K (+$15.6K)
Filed 2026-11-06
Fidelis iM, LLC
INCREASED
Shares1,682 from 1,669
Change+13 (+1%)
Value$478.5K (-$110.2K)
Filed 2026-10-16
Financial Perspectives, Inc
DECREASED
Shares1,681 from 1,870
Change-189 (-10%)
Value$478.2K (-$181.1K)
Filed 2026-11-03
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares1,677 from 1,677
Change0 (0%)
Value$477.0K (-$114.0K)
Filed 2026-10-27
Intrua Financial, LLC
DECREASED
Shares1,676 from 2,158
Change-482 (-22%)
Value$476.7K (-$284.3K)
Filed 2026-10-28
Chapman Financial Group, LLC
DECREASED
Shares1,674 from 1,981
Change-307 (-15%)
Value$476.2K (-$222.4K)
Filed 2026-10-26
Princeton Capital Management LLC
DECREASED
Shares1,674 from 1,685
Change-11 (-1%)
Value$476.3K (-$118.0K)
Filed 2026-10-27
Reflection Asset Management
UNCHANGED
Shares1,674 from 1,674
Change0 (0%)
Value$476.2K (-$114.2K)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares1,673 from 1,604
Change+69 (+4%)
Value$475.9K (-$89.7K)
Filed 2026-11-05
Traveka Wealth, LLC
DECREASED
Shares1,670 from 1,767
Change-97 (-5%)
Value$475.1K (-$148.0K)
Filed 2026-10-19
Ridgecrest Wealth Partners, LLC
INCREASED
Shares1,669 from 1,629
Change+40 (+2%)
Value$474.7K (-$99.8K)
Filed 2026-10-19
Acima Private Wealth, LLC
UNCHANGED
Shares1,664 from 1,664
Change0 (0%)
Value$473.4K (-$113.5K)
Filed 2026-10-05
Benin Management Corp
INCREASED
Shares1,662 from 1,661
Change+1 (+0%)
Value$472.7K (-$113.2K)
Filed 2026-10-22
Renasant Bank
DECREASED
Shares1,661 from 1,890
Change-229 (-12%)
Value$472.5K (-$194.0K)
Filed 2026-11-05
Enhancing Capital LLC
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$472.3K (-$113.2K)
Filed 2026-10-26
Investors Research Corp
DECREASED
Shares1,654 from 1,694
Change-40 (-2%)
Value$470.5K (-$126.9K)
Filed 2026-10-07
Guardian Investment Management
INCREASED
Shares1,651 from 1,570
Change+81 (+5%)
Value$469.7K (-$84.0K)
Filed 2026-10-23
Asio Capital, LLC
DECREASED
Shares1,651 from 1,690
Change-39 (-2%)
Value$469.7K (-$126.3K)
Filed 2026-10-19
Paragon Private Wealth Management, LLC
DECREASED
Shares1,650 from 2,314
Change-664 (-29%)
Value$469.5K (-$346.3K)
Filed 2026-10-20
Rose Capital Advisors LLC
INCREASED
Shares1,649 from 1,171
Change+478 (+41%)
Value$469.3K (+$56.2K)
Filed 2026-11-04
Syverson Strege & Co
DECREASED
Shares1,649 from 2,026
Change-377 (-19%)
Value$469.1K (-$245.4K)
Filed 2026-11-02
Stanley-Laman Group, Ltd.
DECREASED
Shares1,648 from 2,083
Change-435 (-21%)
Value$468.8K (-$265.8K)
Filed 2026-10-20
Alchemi Wealth, LLC
DECREASED
Shares1,647 from 1,652
Change-5 (0%)
Value$468.7K (-$114.0K)
Filed 2026-11-04
Uptick Partners, LLC
DECREASED
Shares1,645 from 1,776
Change-131 (-7%)
Value$468.1K (-$158.3K)
Filed 2026-11-04
Oasis Advisors, LLC
INCREASED
Shares1,635 from 1,206
Change+429 (+36%)
Value$465.2K (+$39.9K)
Filed 2026-10-16
Alkeme Wealth, LLC
DECREASED
Shares1,634 from 1,915
Change-281 (-15%)
Value$464.9K (-$210.5K)
Filed 2026-10-08
Investment Research Partners LLC
INCREASED
Shares1,634 from 1,631
Change+3 (+0%)
Value$464.9K (-$110.4K)
Filed 2026-10-19
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares1,629 from 3,029
Change-1,400 (-46%)
Value$463.5K (-$604.9K)
Filed 2026-10-14
Almanack Investment Partners, Llc.
DECREASED
Shares1,629 from 1,650
Change-21 (-1%)
Value$463.6K (-$118.4K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares1,622 from 2,650
Change-1,028 (-39%)
Value$461.4K (-$473.2K)
Filed 2026-10-07
Generate Investment Management Ltd
DECREASED
Shares1,620 from 50,173
Change-48,553 (-97%)
Value$460.9K (-$17.2M)
Filed 2026-10-14
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,614 from 1,613
Change+1 (+0%)
Value$459.2K (-$109.7K)
Filed 2026-11-02
MRA Advisory Group
DECREASED
Shares1,609 from 4,412
Change-2,803 (-64%)
Value$457.9K (-$1.1M)
Filed 2026-10-07
Beacon Capital Management, LLC
DECREASED
Shares1,600 from 1,636
Change-36 (-2%)
Value$455.2K (-$121.6K)
Filed 2026-10-23
Jmac Enterprises LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$455.2K (-$109.1K)
Filed 2026-10-30
Coyle Financial Counsel LLC
DECREASED
Shares1,596 from 1,678
Change-82 (-5%)
Value$454.0K (-$137.8K)
Filed 2026-10-28
Braun-Bostich & Associates Inc.
INCREASED
Shares1,593 from 1,587
Change+6 (+0%)
Value$453.1K (-$106.5K)
Filed 2026-10-20
Jnba Financial Advisors
INCREASED
Shares1,592 from 1,503
Change+89 (+6%)
Value$452.9K (-$77.2K)
Filed 2026-11-03
Harbor Asset Planning, Inc.
DECREASED
Shares1,592 from 1,596
Change-4 (0%)
Value$453.0K (-$109.9K)
Filed 2026-10-23
BNC Wealth Management, LLC
DECREASED
Shares1,591 from 3,521
Change-1,930 (-55%)
Value$452.6K (-$789.2K)
Filed 2026-10-19
Lifestyle Asset Management, Inc.
INCREASED
Shares1,591 from 1,427
Change+164 (+11%)
Value$452.6K (-$50.7K)
Filed 2026-10-20
Westside Investment Management, Inc.
INCREASED
Shares1,588 from 1,587
Change+1 (+0%)
Value$451.1K (-$108.9K)
Filed 2026-11-02
Noesis Capital Mangement Corp
DECREASED
Shares1,579 from 1,633
Change-54 (-3%)
Value$449.3K (-$126.7K)
Filed 2026-10-26
New Covenant Trust Company, N.A.
INCREASED
Shares1,576 from 1,380
Change+196 (+14%)
Value$448.4K (-$38.3K)
Filed 2026-10-08
Black Diamond Financial, LLC
INCREASED
Shares1,575 from 1,408
Change+167 (+12%)
Value$448.1K (-$48.5K)
Filed 2026-10-26
Hara Capital LLC
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$448.1K (-$107.4K)
Filed 2026-10-30
Olistico Wealth, LLC
INCREASED
Shares1,574 from 1,281
Change+293 (+23%)
Value$447.7K (-$4.0K)
Filed 2026-10-05
Harbour Trust & Investment Management Co
DECREASED
Shares1,571 from 1,695
Change-124 (-7%)
Value$446.9K (-$150.9K)
Filed 2026-10-28
Slocum, Gordon & Co LLP
DECREASED
Shares1,571 from 1,586
Change-15 (-1%)
Value$446.9K (-$112.4K)
Filed 2026-10-19
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares1,571 from 1,571
Change0 (0%)
Value$446.9K (-$107.1K)
Filed 2026-11-02
Sage Capital Management, LLC
UNCHANGED
Shares1,571 from 1,571
Change0 (0%)
Value$446.9K (-$107.1K)
Filed 2026-10-20
Absher Wealth Management, LLC
UNCHANGED
Shares1,568 from 1,568
Change0 (0%)
Value$446.1K (-$106.9K)
Filed 2026-11-02
LexAurum Advisors, LLC
DECREASED
Shares1,561 from 1,575
Change-14 (-1%)
Value$444.1K (-$111.5K)
Filed 2026-10-19
RM Financial Services, LLC
INCREASED
Shares1,557 from 1,554
Change+3 (+0%)
Value$443.0K (-$105.1K)
Filed 2026-11-03
Opus Capital Group, LLC
DECREASED
Shares1,552 from 1,605
Change-53 (-3%)
Value$442.0K (-$124.0K)
Filed 2026-10-30
Shepherd Street Advisors LLC
DECREASED
Shares1,550 from 1,848
Change-298 (-16%)
Value$450.7K (-$180.3K)
Filed 2026-10-21
Willner & Heller, LLC
DECREASED
Shares1,548 from 1,909
Change-361 (-19%)
Value$440.5K (-$232.8K)
Filed 2026-10-28
Elevatus Welath Management
INCREASED
Shares1,547 from 1,100
Change+447 (+41%)
Value$439.8K (+$51.7K)
Filed 2026-10-19
Five Oceans Advisors
DECREASED
Shares1,543 from 1,675
Change-132 (-8%)
Value$439.0K (-$151.8K)
Filed 2026-10-22
Holcombe Financial, Inc.
DECREASED
Shares1,543 from 1,575
Change-32 (-2%)
Value$439.1K (-$116.5K)
Filed 2026-10-16
Oakmont Investment Advisors, Inc.
INCREASED
Shares1,537 from 1,495
Change+42 (+3%)
Value$437.2K (-$89.9K)
Filed 2026-10-21
CJM Wealth Advisers, Ltd.
DECREASED
Shares1,533 from 1,542
Change-9 (-1%)
Value$436.1K (-$107.7K)
Filed 2026-10-27
Baker Boyer National Bank
DECREASED
Shares1,530 from 1,972
Change-442 (-22%)
Value$435.3K (-$260.2K)
Filed 2026-11-05
Kingsman Wealth Management, Inc.
DECREASED
Shares1,530 from 1,714
Change-184 (-11%)
Value$435.1K (-$169.3K)
Filed 2026-10-13
Collective Family Office LLC
DECREASED
Shares1,530 from 1,585
Change-55 (-3%)
Value$435.3K (-$123.7K)
Filed 2026-10-05
Primoris Wealth Advisors, LLC
UNCHANGED
Shares1,526 from 1,526
Change0 (0%)
Value$434.1K (-$104.1K)
Filed 2026-10-28
Decker Wealth Management LLC
INCREASED
Shares1,523 from 1,236
Change+287 (+23%)
Value$433.3K (-$2.5K)
Filed 2026-10-09
Roxbury Financial LLC
INCREASED
Shares1,523 from 1,520
Change+3 (+0%)
Value$433.2K (-$102.9K)
Filed 2026-10-01
Destiny Wealth Partners, LLC
INCREASED
Shares1,521 from 732
Change+789 (+108%)
Value$518.9K (+$276.0K)
Filed 2026-11-05
Bluesphere Advisors LLC
DECREASED
Shares1,520 from 1,862
Change-342 (-18%)
Value$432.4K (-$224.3K)
Filed 2026-10-19
AA Financial Advisors, LLC
INCREASED
Shares1,519 from 1,300
Change+219 (+17%)
Value$432.1K (-$26.5K)
Filed 2026-10-19
Crown Wealth Group, LLC
DECREASED
Shares1,516 from 1,690
Change-174 (-10%)
Value$431.4K (-$164.6K)
Filed 2026-10-19
Fulcrum Asset Management LLP
INCREASED
Shares1,516 from 1,428
Change+88 (+6%)
Value$436.7K (-$64.3K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares1,509
Change+1,509
Value$429.4K
Filed 2026-11-04
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares1,509 from 1,474
Change+35 (+2%)
Value$429.3K (-$90.6K)
Filed 2026-10-19
BCS Wealth Management
DECREASED
Shares1,508 from 1,521
Change-13 (-1%)
Value$429.1K (-$107.4K)
Filed 2026-11-03
Invenio Wealth Partners LLC
DECREASED
Shares1,507 from 1,551
Change-44 (-3%)
Value$428.7K (-$118.3K)
Filed 2026-10-20
Chickasaw Capital Management LLC
INCREASED
Shares1,506 from 1,321
Change+185 (+14%)
Value$428.4K (+$428.0K)
Filed 2026-10-08
Bond & Devick Financial Network, Inc.
DECREASED
Shares1,505 from 1,509
Change-4 (0%)
Value$428.0K (-$104.0K)
Filed 2026-10-23
DCF Advisers, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$426.7K (-$102.3K)
Filed 2026-11-04
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares1,499 from 1,454
Change+45 (+3%)
Value$428.5K (-$84.4K)
Filed 2026-10-20
True Private Wealth Advisors
DECREASED
Shares1,499 from 1,505
Change-6 (0%)
Value$426.5K (-$104.3K)
Filed 2026-10-19
ZynergyRetirementPlanningLLC
UNCHANGED
Shares1,499 from 1,499
Change0 (0%)
Value$426.5K (-$102.2K)
Filed 2026-10-08
Core Wealth Partners LLC
DECREASED
Shares1,494 from 1,705
Change-211 (-12%)
Value$424.9K (-$176.3K)
Filed 2026-11-02
Fairvoy Private Wealth, LLC
DECREASED
Shares1,493 from 1,670
Change-177 (-11%)
Value$424.7K (-$164.2K)
Filed 2026-10-19
Davis Investment Partners, LLC
INCREASED
Shares1,488 from 1,404
Change+84 (+6%)
Value$423.3K (-$71.8K)
Filed 2026-11-05
Prudent Man Advisors, LLC
DECREASED
Shares1,481 from 1,529
Change-48 (-3%)
Value$421.3K (-$117.9K)
Filed 2026-11-03
Werba Rubin Papier Wealth Management
INCREASED
Shares1,474 from 1,347
Change+127 (+9%)
Value$419.4K (-$55.6K)
Filed 2026-11-06
AJ Advisors, LLC
DECREASED
Shares1,471 from 1,561
Change-90 (-6%)
Value$418.6K (-$131.9K)
Filed 2026-10-29
Red Mountain Financial, LLC
DECREASED
Shares1,467 from 1,497
Change-30 (-2%)
Value$417.2K (-$110.6K)
Filed 2026-11-03
PFS Partners, LLC
DECREASED
Shares1,467 from 1,475
Change-8 (-1%)
Value$417.3K (-$102.7K)
Filed 2026-10-21
Archvest Wealth Advisors, Inc.
INCREASED
Shares1,466 from 1,410
Change+56 (+4%)
Value$417.2K (-$80.2K)
Filed 2026-10-29
Sippican Capital Advisors
INCREASED
Shares1,463 from 1,450
Change+13 (+1%)
Value$416.2K (-$95.2K)
Filed 2026-10-23
Nestegg Advisors, Inc.
INCREASED
Shares1,458 from 1,449
Change+9 (+1%)
Value$414.7K (-$96.4K)
Filed 2026-10-21
Hidden Cove Wealth Management, LLC
DECREASED
Shares1,457 from 1,583
Change-126 (-8%)
Value$414.5K (-$143.8K)
Filed 2026-10-19
TrustWell Financial Advisors, LLC
INCREASED
Shares1,455 from 1,453
Change+2 (+0%)
Value$414.0K (-$98.5K)
Filed 2026-10-15
Avondale Wealth Management
INCREASED
Shares1,450 from 975
Change+475 (+49%)
Value$412.5K (+$68.6K)
Filed 2026-10-15
Silver Lake Advisory, LLC
INCREASED
Shares1,448 from 1,444
Change+4 (+0%)
Value$412.0K (-$97.1K)
Filed 2026-10-22
Pacific Park Financial, Inc.
UNCHANGED
Shares1,447 from 1,447
Change0 (0%)
Value$411.7K (-$98.7K)
Filed 2026-10-13
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,443 from 1,443
Change0 (0%)
Value$410.5K (-$98.4K)
Filed 2026-10-20
LeConte Wealth Management, LLC
INCREASED
Shares1,442 from 1,324
Change+118 (+9%)
Value$410.2K (-$56.6K)
Filed 2026-10-20
Global Trust Asset Management, LLC
DECREASED
Shares1,437 from 2,070
Change-633 (-31%)
Value$408.8K (-$321.2K)
Filed 2026-10-19
First Business Financial Services, Inc.
DECREASED
Shares1,434 from 1,617
Change-183 (-11%)
Value$408.0K (-$162.3K)
Filed 2026-10-29
Indiana Trust & Investment Management Co
DECREASED
Shares1,432 from 1,473
Change-41 (-3%)
Value$407.4K (-$112.1K)
Filed 2026-10-22
Forza Wealth Management, LLC
INCREASED
Shares1,431 from 1,288
Change+143 (+11%)
Value$407.1K (-$47.1K)
Filed 2026-10-20
Certior Financial Group, LLC
INCREASED
Shares1,429 from 1,425
Change+4 (+0%)
Value$406.4K (-$96.0K)
Filed 2026-10-19
Rainier Family Wealth Inc
INCREASED
Shares1,428 from 1,366
Change+62 (+5%)
Value$406.3K (-$75.5K)
Filed 2026-11-02
jvl associates llc
DECREASED
Shares1,423 from 1,456
Change-33 (-2%)
Value$404.8K (-$108.7K)
Filed 2026-10-09
One Plus One Wealth Management, LLC
DECREASED
Shares1,422 from 1,743
Change-321 (-18%)
Value$404.5K (-$210.2K)
Filed 2026-10-16
25 LLC
INCREASED
Shares1,416 from 1,393
Change+23 (+2%)
Value$402.9K (-$88.5K)
Filed 2026-10-13
Able Financial Group, LLC
INCREASED
Shares1,414 from 793
Change+621 (+78%)
Value$402.2K (+$122.5K)
Filed 2026-10-14
Armbruster Capital Management, Inc.
DECREASED
Shares1,414 from 1,418
Change-4 (0%)
Value$402.3K (-$97.8K)
Filed 2026-10-19
Investment Planning Advisors, Inc.
INCREASED
Shares1,413 from 1,274
Change+139 (+11%)
Value$402.1K (-$47.1K)
Filed 2026-10-14
Eurizon SLJ Capital Ltd
INCREASED
Shares1,412 from 1,147
Change+265 (+23%)
Value$401.7K (-$2.8K)
Filed 2026-11-06
Sweeney & Michel, LLC
INCREASED
Shares1,409 from 1,380
Change+29 (+2%)
Value$400.8K (-$90.0K)
Filed 2026-10-16
Centurion Wealth Management LLC
INCREASED
Shares1,406 from 1,405
Change+1 (+0%)
Value$400.1K (-$95.5K)
Filed 2026-10-13
Greenfield Seitz Capital Management, LLC
UNCHANGED
Shares1,404 from 1,404
Change0 (0%)
Value$399.4K (-$95.7K)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
INCREASED
Shares1,402 from 1,261
Change+141 (+11%)
Value$398.8K (-$46.1K)
Filed 2026-10-20
Hoey Investments, Inc
INCREASED
Shares1,401 from 1,260
Change+141 (+11%)
Value$398.6K (-$45.8K)
Filed 2026-10-29
Payden & Rygel
DECREASED
Shares1,400 from 1,770
Change-370 (-21%)
Value$398.0K (-$226.0K)
Filed 2026-10-28
Vicus Capital
DECREASED
Shares1,396 from 1,636
Change-240 (-15%)
Value$397.2K (-$179.7K)
Filed 2026-11-05
Landaas & Co
INCREASED
Shares1,395 from 877
Change+518 (+59%)
Value$396.9K (+$87.6K)
Filed 2026-10-29
TBH Global Asset Management, LLC
DECREASED
Shares1,395 from 1,598
Change-203 (-13%)
Value$396.8K (-$166.8K)
Filed 2026-11-03
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares1,395 from 1,367
Change+28 (+2%)
Value$396.9K (-$85.2K)
Filed 2026-10-20
KFA Private Wealth Group, LLC
INCREASED
Shares1,392 from 1,383
Change+9 (+1%)
Value$396.2K (-$91.8K)
Filed 2026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares1,391 from 886
Change+505 (+57%)
Value$396 (-$311.6K)
Filed 2026-10-14
Meridian Financial Partners LLC
INCREASED
Shares1,388 from 1,372
Change+16 (+1%)
Value$427.8K (-$40.6K)
Filed 2026-10-23
Stonehearth Capital Management, LLC
UNCHANGED
Shares1,387 from 1,387
Change0 (0%)
Value$394.6K (-$94.6K)
Filed 2026-10-13
Axiom Investment Management LLC
DECREASED
Shares1,386 from 1,455
Change-69 (-5%)
Value$394.3K (-$118.9K)
Filed 2026-11-03
Tributary Capital Management, LLC
UNCHANGED
Shares1,385 from 1,385
Change0 (0%)
Value$394.0K (-$94.4K)
Filed 2026-10-28
Steinberganna Wealth Management
INCREASED
Shares1,384 from 1,371
Change+13 (+1%)
Value$393.6K (-$90.0K)
Filed 2026-10-23
Winthrop Capital Management, LLC
INCREASED
Shares1,383 from 1,380
Change+3 (+0%)
Value$393.6K (-$93.5K)
Filed 2026-11-05
Client 1ST Advisory Group, LLC
DECREASED
Shares1,380 from 1,796
Change-416 (-23%)
Value$392.5K (-$240.8K)
Filed 2026-10-19
Vaquero Private Wealth, LTD
UNCHANGED
Shares1,379 from 1,379
Change0 (0%)
Value$392.3K (-$94.0K)
Filed 2026-10-27
Gilliland Jeter Wealth Management LLC
DECREASED
Shares1,377 from 1,412
Change-35 (-2%)
Value$391.9K (-$106.2K)
Filed 2026-10-28
Banque de Luxembourg S.A.
INCREASED
Shares1,376 from 276
Change+1,100 (+399%)
Value$391.5K (+$294.1K)
Filed 2026-10-14
Financial Enhancement Group LLC
DECREASED
Shares1,376 from 1,450
Change-74 (-5%)
Value$393.1K (-$118.3K)
Filed 2026-10-08
Private Client Services, LLC
DECREASED
Shares1,376 from 1,431
Change-55 (-4%)
Value$391.4K (-$113.3K)
Filed 2026-10-02
Worth Asset Management, LLC
INCREASED
Shares1,373 from 827
Change+546 (+66%)
Value$390.5K (+$98.8K)
Filed 2026-10-07
Quad-Cities Investment Group, LLC
DECREASED
Shares1,370 from 1,580
Change-210 (-13%)
Value$389.8K (-$167.5K)
Filed 2026-10-16
Family Investment Center, Inc.
DECREASED
Shares1,367 from 1,547
Change-180 (-12%)
Value$388.9K (-$156.7K)
Filed 2026-10-19
Tufton Capital Management
UNCHANGED
Shares1,364 from 1,364
Change0 (0%)
Value$388.0K (-$93.0K)
Filed 2026-10-20
Fiscal Wisdom Wealth Management, LLC
UNCHANGED
Shares1,364 from 1,364
Change0 (0%)
Value$388.1K (-$93.0K)
Filed 2026-10-16
RS Crum Inc.
INCREASED
Shares1,355 from 1,220
Change+135 (+11%)
Value$385.5K (-$44.8K)
Filed 2026-10-19
Redwood Family Wealth LLC
DECREASED
Shares1,353 from 1,367
Change-14 (-1%)
Value$385.0K (-$97.1K)
Filed 2026-10-20
AtlasMark Financial, Inc
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$384.1K (-$92.1K)
Filed 2026-10-13
Southern Capital Advisors, LLC
INCREASED
Shares1,347 from 1,345
Change+2 (+0%)
Value$383.3K (-$90.9K)
Filed 2026-10-26
Garrett Wealth Advisory Group, LLC
INCREASED
Shares1,344 from 1,276
Change+68 (+5%)
Value$382.5K (-$67.7K)
Filed 2026-10-22
Consilium Wealth Advisory, LLC
INCREASED
Shares1,341 from 1,222
Change+119 (+10%)
Value$381.5K (-$49.5K)
Filed 2026-10-14
Davidson Trust Co
DECREASED
Shares1,341 from 1,403
Change-62 (-4%)
Value$381.5K (-$113.3K)
Filed 2026-10-09
Tectonic Advisors LLC
INCREASED
Shares1,341 from 1,328
Change+13 (+1%)
Value$381.4K (-$87.1K)
Filed 2026-10-22
Main Street Group, LTD
UNCHANGED
Shares1,341 from 1,341
Change0 (0%)
Value$381.5K (-$91.4K)
Filed 2026-10-28
Saxony Capital Management, LLC
INCREASED
Shares1,338 from 1,320
Change+18 (+1%)
Value$380.6K (-$85.1K)
Filed 2026-10-15
Focused Alpha, LLC
DECREASED
Shares1,336 from 1,599
Change-263 (-16%)
Value$380.2K (-$183.7K)
Filed 2026-10-20
RDA Financial Network
INCREASED
Shares1,336 from 1,321
Change+15 (+1%)
Value$380.2K (-$85.8K)
Filed 2026-10-15
Wisconsin Wealth Advisors, LLC
INCREASED
Shares1,331 from 1,299
Change+32 (+2%)
Value$378.7K (-$79.5K)
Filed 2026-10-08
Oliver Luxxe Assets LLC
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$377.1K (-$90.4K)
Filed 2026-10-14
Grandview Asset Management LLC
DECREASED
Shares1,323 from 1,980
Change-657 (-33%)
Value$376.3K (-$322.1K)
Filed 2026-10-19
Northwest Wealth Management, LLC
INCREASED
Shares1,323 from 1,309
Change+14 (+1%)
Value$376.4K (-$85.2K)
Filed 2026-10-30
Lebenthal Global Advisors, LLC
INCREASED
Shares1,321 from 1,320
Change+1 (+0%)
Value$375.8K (-$89.8K)
Filed 2026-10-28
Marino, Stram & Associates LLC
INCREASED
Shares1,320 from 1,107
Change+213 (+19%)
Value$375.4K (-$14.9K)
Filed 2026-10-22
Single Point Partners, LLC
INCREASED
Shares1,320 from 1,234
Change+86 (+7%)
Value$375.4K (-$59.7K)
Filed 2026-10-19
Kaydan Wealth Management, Inc.
DECREASED
Shares1,317 from 1,332
Change-15 (-1%)
Value$374.7K (-$95.2K)
Filed 2026-10-08
TPG Advisors LLC
INCREASED
Shares1,316 from 1,315
Change+1 (+0%)
Value$374.4K (-$89.4K)
Filed 2026-10-16
Eagle Wealth Advisors LLC
DECREASED
Shares1,313 from 1,429
Change-116 (-8%)
Value$373.5K (-$130.4K)
Filed 2026-10-20
Praxis Capital Management LLC
INCREASED
Shares1,310 from 1,300
Change+10 (+1%)
Value$372.7K (-$85.8K)
Filed 2026-10-16
Encompass More Asset Management
INCREASED
Shares1,305 from 1,040
Change+265 (+25%)
Value$371.2K (+$4.2K)
Filed 2026-10-16
Value Investment Professionals, LLC
UNCHANGED
Shares1,303 from 1,303
Change0 (0%)
Value$370.7K (-$88.8K)
Filed 2026-10-13
Arlington Trust Co LLC
INCREASED
Shares1,301 from 1,223
Change+78 (+6%)
Value$370.1K (-$61.2K)
Filed 2026-10-20
Founders Capital Management
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$369.8K (-$88.6K)
Filed 2026-10-13
Eagle Rock Investment Company, LLC
DECREASED
Shares1,298 from 1,652
Change-354 (-21%)
Value$369.2K (-$213.3K)
Filed 2026-10-21
Marks Group Wealth Management, Inc
INCREASED
Shares1,294 from 1,291
Change+3 (+0%)
Value$368.0K (-$87.4K)
Filed 2026-11-05
Optima Capital LLC
DECREASED
Shares1,293 from 1,330
Change-37 (-3%)
Value$367.9K (-$101.2K)
Filed 2026-10-29
Sterling Wealth Management, Inc.
DECREASED
Shares1,293 from 1,305
Change-12 (-1%)
Value$367.8K (-$92.4K)
Filed 2026-10-23
Costello Asset Management, Inc
UNCHANGED
Shares1,293 from 1,293
Change0 (0%)
Value$367.9K (-$88.1K)
Filed 2026-10-30
Independence Financial Advisors, LLC
DECREASED
Shares1,292 from 1,311
Change-19 (-1%)
Value$367.6K (-$94.6K)
Filed 2026-10-08
Grove Street Fiduciary, LLC
UNCHANGED
Shares1,287 from 1,287
Change0 (0%)
Value$366.1K (-$87.8K)
Filed 2026-10-13
Advisor Resource Council
DECREASED
Shares1,286 from 1,560
Change-274 (-18%)
Value$361.6K (-$186.0K)
Filed 2026-11-05
Finer Wealth Management, Inc.
INCREASED
Shares1,283 from 1,278
Change+5 (+0%)
Value$364.9K (-$85.9K)
Filed 2026-10-16
Reicon Wealth Advisors, LLC
UNCHANGED
Shares1,278 from 1,278
Change0 (0%)
Value$363.6K (-$87.1K)
Filed 2026-11-04
Teamwork Financial Advisors, LLC
DECREASED
Shares1,274 from 1,523
Change-249 (-16%)
Value$362.4K (-$174.9K)
Filed 2026-10-19
Mirador Capital Partners LP
INCREASED
Shares1,272 from 1,262
Change+10 (+1%)
Value$362.0K (-$83.0K)
Filed 2026-10-09
Helium Advisors LLC
DECREASED
Shares1,271 from 1,285
Change-14 (-1%)
Value$361.7K (-$91.7K)
Filed 2026-10-23
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares1,268 from 1,291
Change-23 (-2%)
Value$360.8K (-$94.6K)
Filed 2026-10-29
ADE, LLC
INCREASED
Shares1,266 from 1,260
Change+6 (+0%)
Value$360.2K (-$84.2K)
Filed 2026-10-29
LJI Wealth Management, LLC
DECREASED
Shares1,263 from 1,294
Change-31 (-2%)
Value$359.2K (-$97.1K)
Filed 2026-10-28
Peterson Wealth Advisors, LLC
DECREASED
Shares1,263 from 1,288
Change-25 (-2%)
Value$359.3K (-$94.9K)
Filed 2026-10-08
WealthBridge Capital Management, LLC
DECREASED
Shares1,262 from 1,276
Change-14 (-1%)
Value$359.2K (-$90.9K)
Filed 2026-10-16
Montis Financial, LLC
INCREASED
Shares1,261 from 1,164
Change+97 (+8%)
Value$358.7K (-$51.9K)
Filed 2026-11-04
GoalFusion Wealth Management, LLC
DECREASED
Shares1,261 from 1,263
Change-2 (0%)
Value$358.7K (-$86.7K)
Filed 2026-10-06
Lynch Investment Planning, LLC
DECREASED
Shares1,259 from 1,271
Change-12 (-1%)
Value$358.2K (-$90.2K)
Filed 2026-10-27
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares1,258 from 1,220
Change+38 (+3%)
Value$357.9K (-$72.5K)
Filed 2026-10-29
Tactive Advisors, LLC
INCREASED
Shares1,257 from 1,107
Change+150 (+14%)
Value$357.7K (-$32.7K)
Filed 2026-10-08
LightSquare Wealth Management, LLC
INCREASED
Shares1,256 from 1,204
Change+52 (+4%)
Value$357.4K (-$67.3K)
Filed 2026-11-03
Warwick Investment Management, Inc.
INCREASED
Shares1,252 from 1,156
Change+96 (+8%)
Value$356.2K (-$51.3K)
Filed 2026-10-19
Sloy Dahl & Holst, LLC
UNCHANGED
Shares1,251 from 1,251
Change0 (0%)
Value$355.9K (-$85.3K)
Filed 2026-10-14
Insight Inv LLC
DECREASED
Shares1,248 from 1,271
Change-23 (-2%)
Value$355.1K (-$93.2K)
Filed 2026-10-27
Purus Wealth Management, LLC
DECREASED
Shares1,245 from 1,341
Change-96 (-7%)
Value$354.3K (-$118.7K)
Filed 2026-10-15
Innova Wealth Partners
INCREASED
Shares1,243 from 1,052
Change+191 (+18%)
Value$353.6K (-$17.3K)
Filed 2026-10-21
Copeland Capital Management, LLC
INCREASED
Shares1,241 from 1,153
Change+88 (+8%)
Value$353.1K (-$53.6K)
Filed 2026-10-13
Creative Capital Management Investments LLC
INCREASED
Shares1,240 from 1,204
Change+36 (+3%)
Value$352.8K (-$71.9K)
Filed 2026-10-28
Violich Capital Management, Inc.
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$352.8K (-$84.6K)
Filed 2026-10-05
First National Bank Sioux Falls
DECREASED
Shares1,239 from 1,363
Change-124 (-9%)
Value$352.5K (-$107.1K)
Filed 2026-10-13
Sierra Ocean, LLC
DECREASED
Shares1,239 from 1,285
Change-46 (-4%)
Value$352.5K (-$100.7K)
Filed 2026-11-03
Sharkey, Howes & Javer
INCREASED
Shares1,237 from 1,218
Change+19 (+2%)
Value$351.9K (-$77.6K)
Filed 2026-10-22
Dutch Asset Corp
INCREASED
Shares1,235 from 1,045
Change+190 (+18%)
Value$351.4K (-$17.2K)
Filed 2026-10-20
Phraction Management LLC
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$351.3K (-$84.2K)
Filed 2026-10-14
Rise Advisors, LLC
INCREASED
Shares1,234 from 1,036
Change+198 (+19%)
Value$350.9K (-$14.4K)
Filed 2026-10-16
Riverwater Partners LLC
INCREASED
Shares1,234 from 1,123
Change+111 (+10%)
Value$351.1K (-$45.0K)
Filed 2026-11-03
Advus Financial Partners, LLC
INCREASED
Shares1,229 from 1,220
Change+9 (+1%)
Value$349.7K (-$80.6K)
Filed 2026-10-20
BXM Wealth LLC
DECREASED
Shares1,227 from 1,266
Change-39 (-3%)
Value$349.1K (-$97.4K)
Filed 2026-11-03
Austin Wealth Management, LLC
INCREASED
Shares1,227 from 1,221
Change+6 (+0%)
Value$362.5K (-$51.2K)
Filed 2026-11-06
Compass Financial Group, Inc
DECREASED
Shares1,225 from 1,293
Change-68 (-5%)
Value$348.4K (-$107.7K)
Filed 2026-10-13
Boit C F David
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$348.5K (-$83.5K)
Filed 2026-10-29
AWM Capital, LLC
INCREASED
Shares1,224 from 812
Change+412 (+51%)
Value$348.3K (+$61.9K)
Filed 2026-10-16
Creekside Partners
DECREASED
Shares1,223 from 1,297
Change-74 (-6%)
Value$347.9K (-$109.5K)
Filed 2026-11-04
Rare Wolf Capital LLC
UNCHANGED
Shares1,219 from 1,219
Change0 (0%)
Value$346.8K (-$83.1K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,218 from 4,285
Change-3,067 (-72%)
Value$346.5K (-$1.2M)
Filed 2026-10-14
WealthPoint Financial, LLC
INCREASED
Shares1,217 from 1,212
Change+5 (+0%)
Value$346.3K (-$81.2K)
Filed 2026-11-03
Kozak & Associates, Inc.
DECREASED
Shares1,215 from 1,216
Change-1 (0%)
Value$385.7K (-$41.1K)
Filed 2026-10-29
Altfest L J & Co Inc
DECREASED
Shares1,214 from 1,236
Change-22 (-2%)
Value$345.3K (-$90.7K)
Filed 2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED
Shares1,214 from 1,214
Change0 (0%)
Value$345.5K (-$82.7K)
Filed 2026-10-28
Reap Financial Group, LLC
INCREASED
Shares1,212 from 1,124
Change+88 (+8%)
Value$344.8K (-$51.8K)
Filed 2026-11-02
Powers Advisory Group, LLC
INCREASED
Shares1,208 from 1,203
Change+5 (+0%)
Value$343.6K (-$80.8K)
Filed 2026-10-14
Jeter Robert S II
NEW
Shares1,206
Change+1,206
Value$354.6K
Filed 2026-10-16
Cambridge Financial Group, LLC
UNCHANGED
Shares1,205 from 1,205
Change0 (0%)
Value$425.1K ($0)
Filed 2026-10-06
Chartist Inc
DECREASED
Shares1,200 from 1,212
Change-12 (-1%)
Value$341.3K (-$86.0K)
Filed 2026-11-04
Paradigm Asset Management Co LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$341.4K (-$81.8K)
Filed 2026-11-05
Crescent Grove Advisors, LLC
DECREASED
Shares1,199 from 1,223
Change-24 (-2%)
Value$341.2K (-$90.0K)
Filed 2026-10-21
Intelligence Driven Advisers, LLC
DECREASED
Shares1,198 from 1,238
Change-40 (-3%)
Value$340.8K (-$95.9K)
Filed 2026-10-09
SFG Wealth Management, Llc.
INCREASED
Shares1,197 from 1,190
Change+7 (+1%)
Value$340.5K (-$79.2K)
Filed 2026-10-23
Sun Group Wealth Partners
DECREASED
Shares1,196 from 1,243
Change-47 (-4%)
Value$340.3K (-$98.1K)
Filed 2026-10-26
Nabity-Jensen Investment Management Inc
INCREASED
Shares1,196 from 1,155
Change+41 (+4%)
Value$340.3K (-$67.1K)
Filed 2026-10-23
Huntleigh Advisors, Inc.
DECREASED
Shares1,194 from 3,114
Change-1,920 (-62%)
Value$339.9K (-$758.4K)
Filed 2026-11-03
Thoma Capital Management LLC
INCREASED
Shares1,192 from 1,107
Change+85 (+8%)
Value$339.3K (-$51.3K)
Filed 2026-10-19
Platt Wealth Management LLC
DECREASED
Shares1,189 from 1,344
Change-155 (-12%)
Value$338.0K (-$136.0K)
Filed 2026-11-04
Dakota Community Bank & Trust NA
INCREASED
Shares1,182 from 908
Change+274 (+30%)
Value$336.3K (+$16.0K)
Filed 2026-10-09
Obsidian CIO, LLC
DECREASED
Shares1,182 from 1,193
Change-11 (-1%)
Value$336.2K (-$84.5K)
Filed 2026-11-05
International Private Wealth Advisors LLC
DECREASED
Shares1,181 from 1,284
Change-103 (-8%)
Value$335.8K (-$117.2K)
Filed 2026-11-05
Clarity Wealth Advisors, LLC
DECREASED
Shares1,180 from 1,241
Change-61 (-5%)
Value$335.6K (-$101.9K)
Filed 2026-10-21
Gleason Group, Inc.
DECREASED
Shares1,179 from 1,477
Change-298 (-20%)
Value$335.3K (-$185.5K)
Filed 2026-10-15
Verus Financial Partners, Inc.
INCREASED
Shares1,179 from 1,155
Change+24 (+2%)
Value$335.5K (-$71.8K)
Filed 2026-10-29
Dupree Financial Group, LLC
UNCHANGED
Shares1,178 from 1,178
Change0 (0%)
Value$335.2K (-$80.3K)
Filed 2026-10-09
Cynosure Group, LLC
NEW
Shares1,177
Change+1,177
Value$334.8K
Filed 2026-11-03
Tcfg Investment Advisors, LLC
INCREASED
Shares1,176 from 1,172
Change+4 (+0%)
Value$334.4K (-$79.0K)
Filed 2026-10-20
AGH Wealth Advisors, LLC
DECREASED
Shares1,167 from 1,315
Change-148 (-11%)
Value$332.0K (-$131.8K)
Filed 2026-10-26
Breachway Investments LLC
UNCHANGED
Shares1,164 from 1,164
Change0 (0%)
Value$331.1K (-$79.4K)
Filed 2026-10-19
Grey Fox Wealth Advisors, LLC
DECREASED
Shares1,163 from 1,214
Change-51 (-4%)
Value$330.9K (-$97.1K)
Filed 2026-11-03
Oxler Private Wealth LLC
INCREASED
Shares1,160 from 1,152
Change+8 (+1%)
Value$330.0K (-$76.2K)
Filed 2026-10-21
North Forty Two & Co.
DECREASED
Shares1,157 from 1,177
Change-20 (-2%)
Value$329.2K (-$85.9K)
Filed 2026-10-19
First Premier Bank
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$329 (-$79)
Filed 2026-10-13
Watershed Private Wealth LLC
INCREASED
Shares1,156 from 759
Change+397 (+52%)
Value$328.9K (+$61.2K)
Filed 2026-10-30
Arbor Wealth Advisors LLC
UNCHANGED
Shares1,152 from 1,152
Change0 (0%)
Value$327.7K (-$78.6K)
Filed 2026-10-09
Shade Tree Advisors LLC
NEW
Shares1,151
Change+1,151
Value$327.4K
Filed 2026-10-22
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares1,150 from 1,128
Change+22 (+2%)
Value$327.2K (-$70.7K)
Filed 2026-11-03
Mainsail Asset Management, LLC
DECREASED
Shares1,149 from 1,294
Change-145 (-11%)
Value$329.4K (-$109.0K)
Filed 2026-10-14
Mattern Wealth Management LLC
INCREASED
Shares1,148 from 1,057
Change+91 (+9%)
Value$326.6K (-$46.2K)
Filed 2026-11-04
Legacy Wealth Management, LLC / MS
INCREASED
Shares1,146 from 1,144
Change+2 (+0%)
Value$326.0K (-$77.6K)
Filed 2026-10-30
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares1,144 from 1,106
Change+38 (+3%)
Value$325.5K (-$64.5K)
Filed 2026-10-26
Oak Barrel Wealth Advisory LLC
INCREASED
Shares1,144 from 1,136
Change+8 (+1%)
Value$325.3K (-$75.2K)
Filed 2026-11-05
Summit Financial Strategies, Inc.
INCREASED
Shares1,141 from 1,119
Change+22 (+2%)
Value$324.7K (-$70.1K)
Filed 2026-10-14
Green Ridge Wealth Planning LLC
DECREASED
Shares1,137 from 1,210
Change-73 (-6%)
Value$323.5K (-$103.3K)
Filed 2026-10-08
Fonville Wealth Management LLC
INCREASED
Shares1,136 from 631
Change+505 (+80%)
Value$323.2K (+$100.6K)
Filed 2026-10-28
Garde Capital, Inc.
DECREASED
Shares1,134 from 1,195
Change-61 (-5%)
Value$322.5K (-$98.8K)
Filed 2026-10-29
Clarus Group, Inc.
DECREASED
Shares1,128 from 1,146
Change-18 (-2%)
Value$320.9K (-$83.4K)
Filed 2026-10-21
Bingham Private Wealth, LLC
INCREASED
Shares1,123 from 1,090
Change+33 (+3%)
Value$319.4K (-$65.1K)
Filed 2026-11-05
Johnson Bixby & Associates, LLC
INCREASED
Shares1,122 from 1,121
Change+1 (+0%)
Value$319.2K (-$76.2K)
Filed 2026-10-14
Absolute Capital Management, LLC
INCREASED
Shares1,121 from 625
Change+496 (+79%)
Value$319.0K (+$98.2K)
Filed 2026-10-16
Denver PWM, LLC
UNCHANGED
Shares1,121 from 1,121
Change0 (0%)
Value$318.9K (-$60.9K)
Filed 2026-10-22
DecisionPoint Financial, LLC
INCREASED
Shares1,120 from 429
Change+691 (+161%)
Value$316.4K (+$165.8K)
Filed 2026-10-27
Gibson Capital, LLC
DECREASED
Shares1,120 from 1,140
Change-20 (-2%)
Value$318.6K (-$83.4K)
Filed 2026-10-23
New England Capital Financial Advisors LLC
DECREASED
Shares1,120 from 1,130
Change-10 (-1%)
Value$318.7K (-$79.7K)
Filed 2026-11-03
Whelan Financial
INCREASED
Shares1,118 from 1,105
Change+13 (+1%)
Value$318.1K (-$71.7K)
Filed 2026-10-28
Private Wealth Management Group, LLC
INCREASED
Shares1,116 from 1,094
Change+22 (+2%)
Value$317.5K (-$68.4K)
Filed 2026-10-19
Clark Financial Services Group Inc
DECREASED
Shares1,115 from 1,167
Change-52 (-4%)
Value$317.2K (-$94.4K)
Filed 2026-10-19
Canton Hathaway, LLC
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$317.2K (-$76.0K)
Filed 2026-10-23
SilverOak Wealth Management LLC
DECREASED
Shares1,114 from 1,119
Change-5 (0%)
Value$316.9K (-$77.7K)
Filed 2026-10-29
Barings LLC
UNCHANGED
Shares1,113 from 1,113
Change0 (0%)
Value$316.6K (-$75.9K)
Filed 2026-10-22
Great Waters Wealth Management
INCREASED
Shares1,111 from 1,110
Change+1 (+0%)
Value$315.9K (-$75.6K)
Filed 2026-10-07
Thrive Capital Management, LLC
INCREASED
Shares1,107 from 819
Change+288 (+35%)
Value$315.0K (+$26.2K)
Filed 2026-10-28
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares1,103 from 1,089
Change+14 (+1%)
Value$313.9K (-$70.2K)
Filed 2026-10-27
Sherman Wealth Management LLC
INCREASED
Shares1,101 from 1,092
Change+9 (+1%)
Value$313.2K (-$72.1K)
Filed 2026-10-16
William John Sempolinski
INCREASED
Shares1,100 from 900
Change+200 (+22%)
Value$312.9K (-$4.5K)
Filed 2026-10-20
Bourne Lent Asset Management Inc
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$312.9K (-$75.0K)
Filed 2026-11-05
Cacti Asset Management LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$316.8K (-$71.1K)
Filed 2026-10-01
Piar LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$312.9K (-$75.0K)
Filed 2026-10-21
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$313.0K (-$75.0K)
Filed 2026-11-03
Glass Wealth Management Co LLC
DECREASED
Shares1,099 from 1,127
Change-28 (-2%)
Value$312.7K (-$84.8K)
Filed 2026-10-28
Berkshire Money Management, Inc.
NEW
Shares1,097
Change+1,097
Value$312.1K
Filed 2026-10-21
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares1,095 from 1,099
Change-4 (0%)
Value$311.5K (-$76.3K)
Filed 2026-10-16
Pinion Investment Advisors, LLC
DECREASED
Shares1,094 from 1,491
Change-397 (-27%)
Value$311.2K (-$214.7K)
Filed 2026-11-04
Snider Financial Group
DECREASED
Shares1,094 from 1,450
Change-356 (-25%)
Value$311.1K (-$200.3K)
Filed 2026-10-16
Stevens Capital Partners
INCREASED
Shares1,092 from 904
Change+188 (+21%)
Value$310.6K (-$8.3K)
Filed 2026-10-29
Inlight Wealth Management, LLC
INCREASED
Shares1,090 from 920
Change+170 (+18%)
Value$310.1K (-$14.4K)
Filed 2026-10-21
Quantum Financial Planning Services, Inc.
INCREASED
Shares1,090 from 1,088
Change+2 (+0%)
Value$310.0K (-$73.6K)
Filed 2026-10-14
Atlas Private Wealth Advisors
DECREASED
Shares1,086 from 1,131
Change-45 (-4%)
Value$309.0K (-$89.8K)
Filed 2026-10-23
Mcdaniel Terry & Co
INCREASED
Shares1,086 from 1,079
Change+7 (+1%)
Value$309.0K (-$71.4K)
Filed 2026-11-05
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares1,086 from 1,086
Change0 (0%)
Value$383.0K ($0)
Filed 2026-11-03
Rayburn West Financial Services LLC
DECREASED
Shares1,080 from 1,132
Change-52 (-5%)
Value$307.2K (-$92.0K)
Filed 2026-11-03
Paladin Wealth, LLC
NEW
Shares1,077
Change+1,077
Value$306.4K
Filed 2026-10-23
Emergent Wealth Advisors, LLC
DECREASED
Shares1,077 from 1,259
Change-182 (-14%)
Value$306.3K (-$104.6K)
Filed 2026-10-09
Reyes Financial Architecture, Inc.
DECREASED
Shares1,075 from 1,149
Change-74 (-6%)
Value$305.8K (-$99.4K)
Filed 2026-10-22
Signature Equity Partners, LLC
DECREASED
Shares1,075 from 1,126
Change-51 (-5%)
Value$305.8K (-$91.3K)
Filed 2026-10-29
Centennial Wealth Advisory LLC
INCREASED
Shares1,073 from 993
Change+80 (+8%)
Value$305.4K (-$44.9K)
Filed 2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares1,068 from 1,010
Change+58 (+6%)
Value$304.0K (-$52.1K)
Filed 2026-10-15
Bayban
UNCHANGED
Shares1,066 from 1,066
Change0 (0%)
Value$376.0K ($0)
Filed 2026-11-05
Bauman Advisory Group, LLC
INCREASED
Shares1,063 from 899
Change+164 (+18%)
Value$302.3K (-$14.9K)
Filed 2026-10-29
BNB Wealth Management, LLC
DECREASED
Shares1,063 from 1,109
Change-46 (-4%)
Value$302.5K (-$88.8K)
Filed 2026-10-28
Market Street Wealth Management Advisors LLC
INCREASED
Shares1,063 from 1,023
Change+40 (+4%)
Value$302.5K (-$58.3K)
Filed 2026-10-09
Kure Advisory, LLC
DECREASED
Shares1,061 from 1,073
Change-12 (-1%)
Value$301.8K (-$76.6K)
Filed 2026-10-08
Advisortrust Partners, LLC
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$301.6K (-$72.3K)
Filed 2026-11-02
New England Research & Management, Inc.
DECREASED
Shares1,058 from 1,073
Change-15 (-1%)
Value$301.0K (-$77.4K)
Filed 2026-10-16
Genesee Capital Advisors, LLC
INCREASED
Shares1,056 from 1,055
Change+1 (+0%)
Value$300.5K (-$71.4K)
Filed 2026-10-20
Poehling Capital Management, Inc.
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$299.7K (-$71.8K)
Filed 2026-10-20
Grange Capital, LLC
DECREASED
Shares1,051 from 1,054
Change-3 (0%)
Value$299.0K (-$72.7K)
Filed 2026-10-20
Kellett Wealth Advisors, LLC
INCREASED
Shares1,049 from 1,003
Change+46 (+5%)
Value$298.5K (-$55.3K)
Filed 2026-10-15
Azzad Asset Management Inc
INCREASED
Shares1,048 from 971
Change+77 (+8%)
Value$298.1K (-$44.3K)
Filed 2026-11-04
Ejmk Ventures LLC
DECREASED
Shares1,044 from 1,241
Change-197 (-16%)
Value$297.1K (-$140.5K)
Filed 2026-10-21
Cohen Capital Management, Inc.
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$296.4K (-$71.1K)
Filed 2026-10-14
Phillips Financial Management, LLC
DECREASED
Shares1,041 from 1,267
Change-226 (-18%)
Value$296.2K (-$150.9K)
Filed 2026-10-19
Beacon Financial Strategies Corp
UNCHANGED
Shares1,041 from 1,041
Change0 (0%)
Value$296.2K (-$71.0K)
Filed 2026-10-14
LVZ, Inc.
DECREASED
Shares1,039 from 1,083
Change-44 (-4%)
Value$295.6K (-$86.4K)
Filed 2026-10-20
CMH Wealth Management LLC
INCREASED
Shares1,038 from 888
Change+150 (+17%)
Value$295.3K (-$17.9K)
Filed 2026-10-22
Catalyst Investment Management LLC
DECREASED
Shares1,037 from 1,234
Change-197 (-16%)
Value$294.9K (-$140.1K)
Filed 2026-10-21
Argos Wealth Advisors, LLC
DECREASED
Shares1,037 from 1,125
Change-88 (-8%)
Value$295.0K (-$101.7K)
Filed 2026-11-02
Penn Davis Mcfarland Inc
UNCHANGED
Shares1,037 from 1,037
Change0 (0%)
Value$295.0K (-$70.7K)
Filed 2026-10-23
Three Magnolias Financial Advisors, LLC
UNCHANGED
Shares1,036 from 1,036
Change0 (0%)
Value$294.8K (-$70.4K)
Filed 2026-10-14
David J Yvars Group
UNCHANGED
Shares1,036 from 1,036
Change0 (0%)
Value$294.8K (-$70.5K)
Filed 2026-10-09
Wheelhouse Advisory Group LLC
DECREASED
Shares1,034 from 1,159
Change-125 (-11%)
Value$294.2K (-$114.4K)
Filed 2026-10-20
Smithbridge Asset Management Inc
INCREASED
Shares1,033 from 733
Change+300 (+41%)
Value$293.9K (+$35.4K)
Filed 2026-10-19
ASL Financial, LLC
UNCHANGED
Shares1,032 from 1,032
Change0 (0%)
Value$293.6K (-$70.3K)
Filed 2026-10-15
Seven Mile Advisory
INCREASED
Shares1,031 from 982
Change+49 (+5%)
Value$293.4K (-$52.9K)
Filed 2026-10-22
Financial Architects, LLC
DECREASED
Shares1,025 from 1,060
Change-35 (-3%)
Value$291.6K (-$82.2K)
Filed 2026-10-13
Cornerstone Planning Group LLC
INCREASED
Shares1,024 from 939
Change+85 (+9%)
Value$297.7K (-$13.6K)
Filed 2026-10-16
White Lighthouse Investment Management Inc.
INCREASED
Shares1,024 from 1,004
Change+20 (+2%)
Value$291.5K (-$62.6K)
Filed 2026-10-21
Urban Wealth Management, LLC
UNCHANGED
Shares1,024 from 1,024
Change0 (0%)
Value$291.3K (-$69.8K)
Filed 2026-10-21
Beverly Hills Private Wealth, LLC
DECREASED
Shares1,023 from 1,033
Change-10 (-1%)
Value$291.0K (-$73.4K)
Filed 2026-11-04
Discipline Wealth Solutions, LLC
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$290.6K (-$69.7K)
Filed 2026-10-14
Grant Private Wealth Management Inc
DECREASED
Shares1,021 from 2,103
Change-1,082 (-51%)
Value$290.4K (-$451.2K)
Filed 2026-10-19
Cushing Capital Partners, LLC
INCREASED
Shares1,018 from 837
Change+181 (+22%)
Value$289.7K (-$5.4K)
Filed 2026-10-20
William Mack & Associates, Inc.
DECREASED
Shares1,018 from 1,033
Change-15 (-1%)
Value$289.6K (-$74.7K)
Filed 2026-10-27
Gilpin Wealth Management, LLC
DECREASED
Shares1,017 from 1,037
Change-20 (-2%)
Value$289.3K (-$76.4K)
Filed 2026-10-09
Foguth Wealth Management, Llc.
INCREASED
Shares1,016 from 663
Change+353 (+53%)
Value$314.7K (+$93.9K)
Filed 2026-10-19
Financial Council, LLC
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$288.8K (-$69.2K)
Filed 2026-11-02
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares1,012 from 1,212
Change-200 (-16%)
Value$287.8K (-$139.8K)
Filed 2026-10-15
Hendershot Investments Inc.
DECREASED
Shares1,011 from 1,232
Change-221 (-18%)
Value$287.6K (-$146.9K)
Filed 2026-11-05
Elevation Wealth Management LLC
DECREASED
Shares1,007 from 1,096
Change-89 (-8%)
Value$286.4K (-$100.1K)
Filed 2026-11-02
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares1,002 from 962
Change+40 (+4%)
Value$285.1K (-$54.2K)
Filed 2026-10-30
Connecticut Capital Management Group, LLC
DECREASED
Shares1,002 from 1,020
Change-18 (-2%)
Value$285.1K (-$74.7K)
Filed 2026-10-29
Fidelity D & D Bancorp Inc
DECREASED
Shares1,002 from 1,006
Change-4 (0%)
Value$285.1K (-$69.7K)
Filed 2026-11-05
Walter Public Investments Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$284.5K (-$68.2K)
Filed 2026-11-05
RW Investment Management LLC
INCREASED
Shares997 from 922
Change+75 (+8%)
Value$283.7K (-$41.3K)
Filed 2026-11-03
SS&H Financial Advisors, Inc.
UNCHANGED
Shares995 from 995
Change0 (0%)
Value$283.0K (-$68.0K)
Filed 2026-10-28
Stronghold Wealth Management L.L.C.
INCREASED
Shares994 from 979
Change+15 (+2%)
Value$282.8K (-$62.5K)
Filed 2026-10-16
Dumont & Blake Investment Advisors LLC
DECREASED
Shares992 from 995
Change-3 (0%)
Value$282.2K (-$68.7K)
Filed 2026-10-28
Cap Partners, LLC
DECREASED
Shares991 from 1,178
Change-187 (-16%)
Value$281.8K (-$133.5K)
Filed 2026-10-19
Prosperity Advisers, LLC
DECREASED
Shares988 from 1,036
Change-48 (-5%)
Value$281.1K (-$84.3K)
Filed 2026-10-28
Independent Wealth Network Inc.
DECREASED
Shares985 from 1,112
Change-127 (-11%)
Value$280.1K (-$112.1K)
Filed 2026-10-19
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares984 from 964
Change+20 (+2%)
Value$279.8K (-$60.3K)
Filed 2026-10-29
Seelaus Asset Management LLC
INCREASED
Shares981 from 873
Change+108 (+12%)
Value$279.1K (-$28.8K)
Filed 2026-10-14
Financial Partners Group, Inc
INCREASED
Shares981 from 980
Change+1 (+0%)
Value$279.0K (-$66.7K)
Filed 2026-10-19
Colton Groome Financial Advisors, LLC
DECREASED
Shares979 from 998
Change-19 (-2%)
Value$278.5K (-$73.3K)
Filed 2026-10-06
High Probability Advisors, LLC
UNCHANGED
Shares976 from 976
Change0 (0%)
Value$277.6K (-$66.5K)
Filed 2026-10-19
Augustine Asset Management Inc
INCREASED
Shares975 from 820
Change+155 (+19%)
Value$277.4K (-$11.8K)
Filed 2026-10-13
First Bancorp, Inc
DECREASED
Shares973 from 979
Change-6 (-1%)
Value$276.8K (-$68.5K)
Filed 2026-10-26
Affinity Capital Advisors, LLC
DECREASED
Shares972 from 1,856
Change-884 (-48%)
Value$282.7K (-$368.2K)
Filed 2026-10-13
Austin Asset Management Co Inc
INCREASED
Shares970 from 936
Change+34 (+4%)
Value$275.8K (-$54.1K)
Filed 2026-10-29
Seven Hills Financial, LLC
NEW
Shares967
Change+967
Value$275.2K
Filed 2026-10-13
Arsenal Capital Advisors LLC
DECREASED
Shares964 from 1,025
Change-61 (-6%)
Value$274.2K (-$87.5K)
Filed 2026-11-02
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares962 from 962
Change0 (0%)
Value$273.7K (-$63.8K)
Filed 2026-10-09
Peak Wealth Management LLC
INCREASED
Shares958 from 957
Change+1 (+0%)
Value$301.9K (-$35.6K)
Filed 2026-10-26
New Capital Management LP
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$272.4K (-$65.3K)
Filed 2026-10-29
Nichols & Pratt Advisers LLP
UNCHANGED
Shares956 from 956
Change0 (0%)
Value$270.0K (-$67.1K)
Filed 2026-10-13
Parrish Capital LLC
DECREASED
Shares953 from 1,500
Change-547 (-36%)
Value$271.2K (-$257.8K)
Filed 2026-10-01
Legacy Financial Strategies, LLC
INCREASED
Shares953 from 888
Change+65 (+7%)
Value$271.2K (-$41.9K)
Filed 2026-10-15
Family Capital Management, Inc.
INCREASED
Shares949 from 918
Change+31 (+3%)
Value$270.0K (-$53.8K)
Filed 2026-11-03
Milestone Asset Management Group, LLC
INCREASED
Shares946 from 940
Change+6 (+1%)
Value$269.1K (-$62.6K)
Filed 2026-10-20
Bellecapital International Ltd.
INCREASED
Shares944 from 941
Change+3 (+0%)
Value$268.6K (-$63.3K)
Filed 2026-10-21
Commons Capital, LLC
DECREASED
Shares943 from 1,017
Change-74 (-7%)
Value$268.3K (-$90.3K)
Filed 2026-11-05
Momentous Wealth Management, Inc.
INCREASED
Shares942 from 891
Change+51 (+6%)
Value$268.0K (-$46.2K)
Filed 2026-10-21
Vestia Personal Wealth Advisors
NEW
Shares938
Change+938
Value$266.9K
Filed 2026-10-20
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares938 from 938
Change0 (0%)
Value$266.9K (-$64.0K)
Filed 2026-10-28
Vilga Financial Planning LLC
INCREASED
Shares937 from 772
Change+165 (+21%)
Value$266.6K (-$5.7K)
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
DECREASED
Shares937 from 957
Change-20 (-2%)
Value$266.6K (-$70.9K)
Filed 2026-10-23
Security Financial Services, Inc.
DECREASED
Shares932 from 973
Change-41 (-4%)
Value$265.1K (-$78.0K)
Filed 2026-10-29
Broadway Wealth Solutions, Inc.
INCREASED
Shares930 from 928
Change+2 (+0%)
Value$264.6K (-$62.7K)
Filed 2026-10-21
Nolet Wealth Management, LLC
DECREASED
Shares925 from 958
Change-33 (-3%)
Value$263.0K (-$74.7K)
Filed 2026-10-15
FAI Advisors, Inc.
DECREASED
Shares924 from 1,146
Change-222 (-19%)
Value$262.9K (-$141.3K)
Filed 2026-10-27
Pembroke Management, LTD
INCREASED
Shares924 from 885
Change+39 (+4%)
Value$262.9K (-$49.3K)
Filed 2026-10-21
Lord & Richards Wealth Management, LLC
NEW
Shares922
Change+922
Value$262.3K
Filed 2026-10-14
Presilium Private Wealth, LLC
INCREASED
Shares921 from 909
Change+12 (+1%)
Value$262.0K (-$58.6K)
Filed 2026-10-26
Stephenson & Company, Inc.
UNCHANGED
Shares921 from 921
Change0 (0%)
Value$262.0K (-$62.8K)
Filed 2026-10-30
Echo45 Advisors LLC
INCREASED
Shares919 from 759
Change+160 (+21%)
Value$261.5K (-$6.4K)
Filed 2026-10-07
Omnitrust Wealth Management, Inc
NEW
Shares918
Change+918
Value$261.2K
Filed 2026-11-02
ERn Financial, LLC
INCREASED
Shares918 from 904
Change+14 (+2%)
Value$261.2K (-$57.8K)
Filed 2026-10-28
Lexington Hill Partners, LLC
DECREASED
Shares916 from 939
Change-23 (-2%)
Value$260.5K (-$70.8K)
Filed 2026-10-13
Hughes Financial Services, LLC
DECREASED
Shares915 from 1,046
Change-131 (-13%)
Value$301.0K (-$67.9K)
Filed 2026-10-30
Nautilus Advisors LLC
INCREASED
Shares915 from 896
Change+19 (+2%)
Value$260.2K (-$47.3K)
Filed 2026-10-07
Carrera Capital Advisors
INCREASED
Shares915 from 914
Change+1 (+0%)
Value$260.2K (-$62.1K)
Filed 2026-11-03
Gimbal Financial
INCREASED
Shares912 from 906
Change+6 (+1%)
Value$259.5K (-$60.1K)
Filed 2026-10-19
Silverleafe Capital Partners, LLC
INCREASED
Shares910 from 644
Change+266 (+41%)
Value$258.8K (+$31.5K)
Filed 2026-10-02
Mezzasalma Advisors, LLC
DECREASED
Shares910 from 953
Change-43 (-5%)
Value$258.9K (-$77.2K)
Filed 2026-10-14
High Note Wealth, LLC
DECREASED
Shares910 from 935
Change-25 (-3%)
Value$258.9K (-$70.9K)
Filed 2026-10-27
C2c Wealth Management, LLC
UNCHANGED
Shares909 from 909
Change0 (0%)
Value$258.6K (-$62.0K)
Filed 2026-10-20
Altura Wealth Advisors Inc.
NEW
Shares908
Change+908
Value$258.4K
Filed 2026-10-22
Coquina Private Wealth LLC
INCREASED
Shares904 from 901
Change+3 (+0%)
Value$257.1K (-$60.8K)
Filed 2026-10-27
Clay Northam Wealth Management, LLC
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$257.3K (-$61.5K)
Filed 2026-10-13
CFC Planning Co LLC
DECREASED
Shares903 from 905
Change-2 (0%)
Value$257.0K (-$62.3K)
Filed 2026-10-28
Waterfront Wealth Inc.
DECREASED
Shares901 from 949
Change-48 (-5%)
Value$283.8K (-$42.1K)
Filed 2026-11-03
AMI Asset Management Corp
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$256.0K (-$61.4K)
Filed 2026-10-20
Saybrook Capital
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$256.0K (-$61.4K)
Filed 2026-10-27
Wetzel Investment Advisors, Inc.
DECREASED
Shares899 from 998
Change-99 (-10%)
Value$255.8K (-$96.2K)
Filed 2026-10-13
Triangle Securities Wealth Management
DECREASED
Shares898 from 903
Change-5 (-1%)
Value$255.5K (-$63.0K)
Filed 2026-10-14
Lynx Investment Advisory
INCREASED
Shares897 from 894
Change+3 (+0%)
Value$255.1K (-$60.3K)
Filed 2026-10-27
W.H. Cornerstone Investments Inc.
DECREASED
Shares891 from 904
Change-13 (-1%)
Value$253.6K (-$65.1K)
Filed 2026-11-03
Western Reserve Capital Management, LLC
UNCHANGED
Shares891 from 891
Change0 (0%)
Value$253.5K (-$60.8K)
Filed 2026-10-14
Anchor Capital Advisors LLC
UNCHANGED
Shares887 from 887
Change0 (0%)
Value$252.3K (-$60.5K)
Filed 2026-11-05
TT Capital Management LLC
NEW
Shares885
Change+885
Value$251.9K
Filed 2026-10-15
Harbor Group, Inc.
INCREASED
Shares885 from 880
Change+5 (+1%)
Value$251.8K (-$58.4K)
Filed 2026-10-14
Voisard Asset Management Group, Inc.
INCREASED
Shares883 from 757
Change+126 (+17%)
Value$251.2K (-$15.8K)
Filed 2026-10-13
Kings Path Partners LLC
INCREASED
Shares882 from 132
Change+750 (+568%)
Value$250.9K (+$204.4K)
Filed 2026-10-21
Avail Investment Partners, LLC
INCREASED
Shares881 from 821
Change+60 (+7%)
Value$250.6K (-$38.9K)
Filed 2026-10-16
Councilor Wealth, LLC
DECREASED
Shares880 from 984
Change-104 (-11%)
Value$250.5K (-$96.7K)
Filed 2026-10-09
Able Wealth Management LLC
DECREASED
Shares879 from 1,136
Change-257 (-23%)
Value$247.2K (-$152.1K)
Filed 2026-10-13
Y.D. More Investments Ltd
DECREASED
Shares879 from 927
Change-48 (-5%)
Value$250.1K (-$76.9K)
Filed 2026-11-02
Elevation Wealth Partners, LLC
INCREASED
Shares879 from 840
Change+39 (+5%)
Value$250.1K (-$46.2K)
Filed 2026-10-07
Global Assets Advisory, LLC
INCREASED
Shares876 from 865
Change+11 (+1%)
Value$246.5K (-$59.3K)
Filed 2026-10-28
Navigate Wealth Management, LLC
INCREASED
Shares873 from 869
Change+4 (+0%)
Value$253.8K (-$40.7K)
Filed 2026-10-14
Willow Creek Wealth Management Inc.
DECREASED
Shares871 from 876
Change-5 (-1%)
Value$247.8K (-$61.2K)
Filed 2026-10-26
Essex LLC
DECREASED
Shares868 from 884
Change-16 (-2%)
Value$246.9K (-$64.9K)
Filed 2026-10-14
Advisory Advocates, LLC
DECREASED
Shares866 from 1,392
Change-526 (-38%)
Value$246.4K (-$244.7K)
Filed 2026-11-05
WealthSpring Partners, LLC
DECREASED
Shares865 from 1,569
Change-704 (-45%)
Value$246.1K (-$307.4K)
Filed 2026-10-14
Values First Advisors, Inc.
DECREASED
Shares864 from 1,163
Change-299 (-26%)
Value$245.7K (-$164.4K)
Filed 2026-10-23
Acumen Wealth Advisors, LLC
INCREASED
Shares863 from 815
Change+48 (+6%)
Value$245.5K (-$41.9K)
Filed 2026-11-05
Brady Family Wealth, LLC
INCREASED
Shares862 from 722
Change+140 (+19%)
Value$245.2K (-$9.4K)
Filed 2026-11-02
Alessandra Capital Management, LLC
DECREASED
Shares857 from 1,609
Change-752 (-47%)
Value$243.8K (-$323.7K)
Filed 2026-10-30
Aspetuck Financial Management LLC
DECREASED
Shares854 from 954
Change-100 (-10%)
Value$243.0K (-$93.5K)
Filed 2026-11-04
PMG Family Office LLC
DECREASED
Shares854 from 855
Change-1 (0%)
Value$243.0K (-$58.6K)
Filed 2026-10-19
CLG LLC
UNCHANGED
Shares854 from 854
Change0 (0%)
Value$243.0K (-$58.1K)
Filed 2026-10-13
Legacy Wealth Partners, LLC
INCREASED
Shares852 from 838
Change+14 (+2%)
Value$242.3K (-$53.1K)
Filed 2026-10-15
Flower City Capital
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$241.8K (-$58.0K)
Filed 2026-10-15
Towne Trust Company, N.a
DECREASED
Shares848 from 858
Change-10 (-1%)
Value$241.2K (-$61.4K)
Filed 2026-10-28
LifeWealth Investments, LLC
DECREASED
Shares846 from 969
Change-123 (-13%)
Value$240.8K (-$101.0K)
Filed 2026-10-21
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares845 from 810
Change+35 (+4%)
Value$240.5K (-$45.1K)
Filed 2026-10-30
Kirr Marbach & Co LLC
UNCHANGED
Shares844 from 844
Change0 (0%)
Value$240.1K (-$57.6K)
Filed 2026-10-20
KG Capital Management
DECREASED
Shares842 from 861
Change-19 (-2%)
Value$239.5K (-$64.1K)
Filed 2026-10-15
Accelerate Investment Advisors LLC
DECREASED
Shares841 from 894
Change-53 (-6%)
Value$239.2K (-$76.1K)
Filed 2026-11-02
Wealth Science Advisors LLC
DECREASED
Shares840 from 2,759
Change-1,919 (-70%)
Value$239.0K (-$734.1K)
Filed 2026-10-09
Auour Investments LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$238.7K (-$57.2K)
Filed 2026-10-28
IVC Wealth Advisors LLC
DECREASED
Shares838 from 854
Change-16 (-2%)
Value$238.5K (-$62.8K)
Filed 2026-10-23
Gray Private Wealth, LLC
UNCHANGED
Shares838 from 838
Change0 (0%)
Value$238.5K (-$57.1K)
Filed 2026-10-28
Flagship Wealth Advisors, LLC
INCREASED
Shares837 from 812
Change+25 (+3%)
Value$238.3K (-$48.3K)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares836
Change+836
Value$237.9K
Filed 2026-10-19
Dynamic Wealth Strategies, LLC
DECREASED
Shares835 from 891
Change-56 (-6%)
Value$237.5K (-$76.7K)
Filed 2026-10-16
Intergy Private Wealth, LLC
INCREASED
Shares835 from 808
Change+27 (+3%)
Value$237.6K (-$47.4K)
Filed 2026-10-16
Harvey Investment Co LLC
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$237.0K (-$57.0K)
Filed 2026-10-20
My Personal CFO, LLC
UNCHANGED
Shares834 from 834
Change0 (0%)
Value$237.3K (-$56.9K)
Filed 2026-10-14
Gerber, LLC
INCREASED
Shares833 from 832
Change+1 (+0%)
Value$237.1K (-$56.3K)
Filed 2026-10-21
RBA Wealth Management, LLC
NEW
Shares832
Change+832
Value$236.6K
Filed 2026-10-28
CenterStar Asset Management, LLC
NEW
Shares832
Change+832
Value$236.7K
Filed 2026-10-09
Targeted Financial Services LLC
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$236.0K (-$56.6K)
Filed 2026-10-19
Mount Vernon Associates Inc
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$236.0K (-$57.0K)
Filed 2026-10-26
Sutton Place Investors LLC
INCREASED
Shares828 from 796
Change+32 (+4%)
Value$235.6K (-$45.2K)
Filed 2026-10-20
RMG Wealth Management LLC
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$269.7K (-$14.6K)
Filed 2026-10-26
Warren Street Wealth Advisors, LLC
DECREASED
Shares827 from 846
Change-19 (-2%)
Value$235.4K (-$62.9K)
Filed 2026-11-04
MBE Wealth Management, LLC
INCREASED
Shares827 from 817
Change+10 (+1%)
Value$235.2K (-$52.8K)
Filed 2026-10-26
Stewardship Concepts Financial Services LLC
INCREASED
Shares825 from 688
Change+137 (+20%)
Value$234.8K (-$7.9K)
Filed 2026-10-06
Center for Wealth Management Advisory
INCREASED
Shares825 from 753
Change+72 (+10%)
Value$234.6K (-$30.9K)
Filed 2026-10-23
Royal Palms Capital LLC
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$234.7K (-$56.3K)
Filed 2026-10-23
Abacus Wealth Partners, LLC
INCREASED
Shares824 from 577
Change+247 (+43%)
Value$234.5K (+$30.9K)
Filed 2026-11-03
Graham Capital Wealth Management, LLC
DECREASED
Shares821 from 842
Change-21 (-2%)
Value$233.6K (-$63.4K)
Filed 2026-10-26
GF Fund Management Co. Ltd.
UNCHANGED
Shares821 from 821
Change0 (0%)
Value$233.6K (-$56.0K)
Filed 2026-10-26
Fortem Financial Group, LLC
DECREASED
Shares819 from 828
Change-9 (-1%)
Value$232.9K (-$59.0K)
Filed 2026-10-20
Uncommon Cents Investing Inc
DECREASED
Shares819 from 822
Change-3 (0%)
Value$233.0K (-$56.9K)
Filed 2026-10-20
Team Financial Group, LLC
INCREASED
Shares813 from 812
Change+1 (+0%)
Value$231.2K (-$55.3K)
Filed 2026-10-30
August Group Capital Ltd
INCREASED
Shares812 from 800
Change+12 (+2%)
Value$230.7K (-$51.1K)
Filed 2026-10-14
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$230.4K (-$55.2K)
Filed 2026-10-30
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares807 from 784
Change+23 (+3%)
Value$229.5K (-$46.9K)
Filed 2026-11-05
Proathlete Wealth Management LLC
INCREASED
Shares806 from 611
Change+195 (+32%)
Value$229.3K (+$13.6K)
Filed 2026-10-15
Brown Financial Advisory
DECREASED
Shares805 from 986
Change-181 (-18%)
Value$229.0K (-$118.6K)
Filed 2026-11-05
Blue Square Asset Management, LLC
UNCHANGED
Shares805 from 805
Change0 (0%)
Value$229.0K (-$54.9K)
Filed 2026-11-02
Aletheian Wealth Advisors LLC
DECREASED
Shares804 from 978
Change-174 (-18%)
Value$228.7K (-$116.2K)
Filed 2026-10-08
Villere ST Denis J & Co LLC
UNCHANGED
Shares804 from 804
Change0 (0%)
Value$228.7K (-$54.8K)
Filed 2026-11-04
Peddock Capital Advisors, LLC
INCREASED
Shares803 from 753
Change+50 (+7%)
Value$228.4K (-$37.1K)
Filed 2026-10-16
SFE Investment Counsel
INCREASED
Shares802 from 570
Change+232 (+41%)
Value$228.2K (+$27.1K)
Filed 2026-10-29
Oregon Pacific Wealth Management, LLC
INCREASED
Shares802 from 791
Change+11 (+1%)
Value$228.2K (-$50.8K)
Filed 2026-10-20
Brian LOW Financial Group, LLC
DECREASED
Shares802 from 812
Change-10 (-1%)
Value$228.2K (-$58.2K)
Filed 2026-10-28
Acorn Creek Capital LLC
DECREASED
Shares798 from 917
Change-119 (-13%)
Value$227.1K (-$96.1K)
Filed 2026-11-05
Milestones Private Investment Advisors LLC
UNCHANGED
Shares796 from 796
Change0 (0%)
Value$226.5K (-$54.3K)
Filed 2026-10-19
First Community Trust NA
INCREASED
Shares793 from 516
Change+277 (+54%)
Value$225.6K (+$43.6K)
Filed 2026-10-07
Madden Securities Corp
UNCHANGED
Shares793 from 793
Change0 (0%)
Value$225.6K (-$54.1K)
Filed 2026-10-27
Baron Wealth Management LLC
INCREASED
Shares791 from 782
Change+9 (+1%)
Value$225.0K (-$50.9K)
Filed 2026-10-27
Philadelphia Trust Co
UNCHANGED
Shares791 from 791
Change0 (0%)
Value$225.0K (-$54.0K)
Filed 2026-11-05
Long Island Wealth Management, Inc.
INCREASED
Shares789 from 732
Change+57 (+8%)
Value$224.5K (-$33.7K)
Filed 2026-10-20
Armor Investment Advisors, LLC
DECREASED
Shares788 from 833
Change-45 (-5%)
Value$224.2K (-$69.6K)
Filed 2026-10-27
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED
Shares788 from 799
Change-11 (-1%)
Value$224.2K (-$57.6K)
Filed 2026-10-27
Sterling Financial Planning, Inc.
DECREASED
Shares786 from 862
Change-76 (-9%)
Value$223.6K (-$80.5K)
Filed 2026-10-28
Kuhn & Co Investment Counsel
INCREASED
Shares785 from 746
Change+39 (+5%)
Value$223.3K (-$39.8K)
Filed 2026-10-29
Symmetry Partners, LLC
DECREASED
Shares783 from 1,446
Change-663 (-46%)
Value$222.9K (-$287.3K)
Filed 2026-10-27
Bedminster, LLC
DECREASED
Shares783 from 788
Change-5 (-1%)
Value$222.8K (-$55.2K)
Filed 2026-11-04
Cookson Peirce & Co Inc
NEW
Shares779
Change+779
Value$221.6K
Filed 2026-10-30
Fortitude Advisory Group L.L.C.
DECREASED
Shares778 from 1,107
Change-329 (-30%)
Value$221.3K (-$169.0K)
Filed 2026-10-15
Invested Advisors
DECREASED
Shares778 from 846
Change-68 (-8%)
Value$221.3K (-$77.0K)
Filed 2026-10-23
Avion Wealth
INCREASED
Shares778 from 747
Change+31 (+4%)
Value$221.0K (-$42.0K)
Filed 2026-11-04
Realta Investment Advisors
NEW
Shares775
Change+775
Value$220.5K
Filed 2026-10-14
Thomas Story & SON LLC
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$220.5K (-$52.8K)
Filed 2026-10-13
Barlow Wealth Partners, LLC
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$222.2K (-$38.4K)
Filed 2026-10-15
Antonelli Financial Advisors, LLC
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$220.0K (-$53.0K)
Filed 2026-10-13
Frederick Financial Consultants, LLC
DECREASED
Shares772 from 783
Change-11 (-1%)
Value$219.6K (-$56.5K)
Filed 2026-10-29
Selective Wealth Management, Inc.
INCREASED
Shares771 from 646
Change+125 (+19%)
Value$237.7K (+$18.7K)
Filed 2026-10-16
Ring Mountain Capital, LLC
DECREASED
Shares771 from 813
Change-42 (-5%)
Value$219.3K (-$67.4K)
Filed 2026-10-13
Post Resch Tallon Group Inc.
DECREASED
Shares767 from 821
Change-54 (-7%)
Value$218.2K (-$71.3K)
Filed 2026-10-09
Lighthouse Wealth Management Inc.
INCREASED
Shares766 from 764
Change+2 (+0%)
Value$218.0K (-$51.3K)
Filed 2026-10-13
Townsend & Associates, Inc
DECREASED
Shares765 from 1,394
Change-629 (-45%)
Value$237.0K (-$227.4K)
Filed 2026-10-23
Hill Island Financial LLC
DECREASED
Shares764 from 893
Change-129 (-14%)
Value$217.4K (-$97.6K)
Filed 2026-10-20
Mills Wealth Advisors LLC
INCREASED
Shares764 from 731
Change+33 (+5%)
Value$217.4K (-$40.5K)
Filed 2026-10-22
Great Point Wealth Advisors, LLC
INCREASED
Shares762 from 742
Change+20 (+3%)
Value$216.7K (-$44.9K)
Filed 2026-10-15
WMG Financial Advisors, LLC
UNCHANGED
Shares758 from 758
Change0 (0%)
Value$267.3K ($0)
Filed 2026-10-28
E6 Portfolios, LLC
DECREASED
Shares756 from 784
Change-28 (-4%)
Value$215.1K (-$61.5K)
Filed 2026-10-26
Argyle Capital Partners, LLC
DECREASED
Shares750 from 802
Change-52 (-6%)
Value$213.4K (-$69.4K)
Filed 2026-10-23
James Hambro & Partners LLP
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$213.4K (-$50.9K)
Filed 2026-10-19
Wealth Management Nebraska
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$213.4K (-$51.1K)
Filed 2026-10-26
HF Advisory Group, LLC
INCREASED
Shares749 from 727
Change+22 (+3%)
Value$213.1K (-$43.3K)
Filed 2026-10-09
Compass Wealth Management LLC
UNCHANGED
Shares746 from 746
Change0 (0%)
Value$212.2K (-$50.9K)
Filed 2026-10-22
Horst & Graben Wealth Management LLC
DECREASED
Shares740 from 777
Change-37 (-5%)
Value$210.6K (-$62.1K)
Filed 2026-11-02
Kelly Financial Group LLC
DECREASED
Shares739 from 742
Change-3 (0%)
Value$210.4K (-$51.0K)
Filed 2026-10-16
Schaeffer Financial LLC
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$209.4K (-$50.2K)
Filed 2026-10-23
Salomon & Ludwin, LLC
DECREASED
Shares734 from 1,228
Change-494 (-40%)
Value$208.8K (-$222.0K)
Filed 2026-10-29
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares734 from 732
Change+2 (+0%)
Value$208.7K (-$49.5K)
Filed 2026-10-15
Mascoma Wealth Management LLC
DECREASED
Shares733 from 742
Change-9 (-1%)
Value$208.6K (-$53.2K)
Filed 2026-10-23
Convergence Financial, LLC
DECREASED
Shares732 from 967
Change-235 (-24%)
Value$208.2K (-$133.1K)
Filed 2026-10-27
Somnio Financial Group, LLC
UNCHANGED
Shares731 from 731
Change0 (0%)
Value$208.0K (-$49.8K)
Filed 2026-10-26
Ballew Advisors, Inc
DECREASED
Shares730 from 742
Change-12 (-2%)
Value$206.6K (-$59.1K)
Filed 2026-10-05
Carolina Wealth Management Inc
INCREASED
Shares728 from 639
Change+89 (+14%)
Value$207.2K (-$18.0K)
Filed 2026-10-29
McCollum Christoferson Group LLC
INCREASED
Shares727 from 698
Change+29 (+4%)
Value$206.8K (-$39.3K)
Filed 2026-10-13
Leeward Financial Partners, LLC
INCREASED
Shares725 from 719
Change+6 (+1%)
Value$206.3K (-$47.3K)
Filed 2026-10-23
Miller Global Investments, LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$206.3K (-$49.4K)
Filed 2026-10-02
Sound Financial Strategies Group, LLC
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$205.4K (-$49.2K)
Filed 2026-10-30
Argus Investors' Counsel, Inc.
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$204.8K (-$49.1K)
Filed 2026-10-09
Lipe & Dalton
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$205 (-$49)
Filed 2026-10-15
Manchester Financial Inc
DECREASED
Shares717 from 764
Change-47 (-6%)
Value$203.9K (-$65.6K)
Filed 2026-10-15
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares716 from 1,532
Change-816 (-53%)
Value$203.8K (-$336.4K)
Filed 2026-10-26
Alternative Investment Advisors, Llc.
INCREASED
Shares715 from 642
Change+73 (+11%)
Value$203.7K (-$22.9K)
Filed 2026-11-03
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares715 from 725
Change-10 (-1%)
Value$203.3K (-$52.6K)
Filed 2026-10-08
Brooklyn FI, LLC
NEW
Shares713
Change+713
Value$253.4K
Filed 2026-11-05
Cortland Associates Inc
INCREASED
Shares713 from 712
Change+1 (+0%)
Value$203.0K (-$48.0K)
Filed 2026-10-29
Postrock Partners LLC
UNCHANGED
Shares713 from 713
Change0 (0%)
Value$202.8K (-$48.6K)
Filed 2026-11-02
Joel Adams & Associates, Inc.
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$202.6K (-$48.6K)
Filed 2026-11-02
Avant Financial Advisors LLC
INCREASED
Shares709 from 694
Change+15 (+2%)
Value$201.7K (-$43.1K)
Filed 2026-11-02
Amarillo National Bank
DECREASED
Shares706 from 801
Change-95 (-12%)
Value$200.9K (-$81.6K)
Filed 2026-10-23
Retirement Wealth Solutions LLC
INCREASED
Shares703 from 455
Change+248 (+55%)
Value$199.9K (+$39.6K)
Filed 2026-10-07
NewCorp Financial Services, Inc.
INCREASED
Shares703 from 629
Change+74 (+12%)
Value$200.0K (-$21.9K)
Filed 2026-10-14
4Wealth Advisors, Inc.
DECREASED
Shares697 from 2,403
Change-1,706 (-71%)
Value$200.9K (-$642.1K)
Filed 2026-10-13
Evolution Wealth Management Inc.
DECREASED
Shares695 from 858
Change-163 (-19%)
Value$197.7K (-$104.9K)
Filed 2026-10-28
Syntax Research, Inc.
INCREASED
Shares691 from 689
Change+2 (+0%)
Value$196.7K (-$46.4K)
Filed 2026-11-04
Align Financial, LLC
INCREASED
Shares688 from 682
Change+6 (+1%)
Value$195.7K (-$44.8K)
Filed 2026-10-16
Winter & Associates, Inc.
INCREASED
Shares680 from 674
Change+6 (+1%)
Value$214.4K (-$23.4K)
Filed 2026-10-23
Central Pacific Bank - Trust Division
DECREASED
Shares670 from 3,176
Change-2,506 (-79%)
Value$190.6K (-$929.5K)
Filed 2026-10-06
Valley National Advisers Inc
DECREASED
Shares651 from 767
Change-116 (-15%)
Value$185.2K (-$85.2K)
Filed 2026-10-23
Ares Financial Consulting, LLC
INCREASED
Shares649 from 609
Change+40 (+7%)
Value$184.8K (-$30.0K)
Filed 2026-10-19
Fairscale Capital, LLC
DECREASED
Shares641 from 656
Change-15 (-2%)
Value$211.0K (-$20.3K)
Filed 2026-11-04
Birchbrook, Inc.
DECREASED
Shares637 from 650
Change-13 (-2%)
Value$181.2K (-$48.0K)
Filed 2026-10-14
Capstone Wealth Management Group, LLC
DECREASED
Shares635 from 1,549
Change-914 (-59%)
Value$257.4K (-$288.7K)
Filed 2026-11-05
Highline Wealth Partners LLC
INCREASED
Shares628 from 565
Change+63 (+11%)
Value$178.8K (-$20.6K)
Filed 2026-10-19
Abound Wealth Management
INCREASED
Shares625 from 576
Change+49 (+9%)
Value$177.8K (-$25.3K)
Filed 2026-10-26
Twelve Points Wealth Management LLC
INCREASED
Shares622 from 589
Change+33 (+6%)
Value$204.6K (-$3.0K)
Filed 2026-11-03
Davis Capital Management
DECREASED
Shares620 from 652
Change-32 (-5%)
Value$176.4K (-$53.6K)
Filed 2026-10-08
Cedar Mountain Advisors, LLC
DECREASED
Shares618 from 640
Change-22 (-3%)
Value$175.9K (-$49.9K)
Filed 2026-10-15
Kelleher Financial Advisors
DECREASED
Shares607 from 984
Change-377 (-38%)
Value$172.7K (-$174.3K)
Filed 2026-10-30
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares606 from 600
Change+6 (+1%)
Value$172.0K (-$40.0K)
Filed 2026-11-02
Groesbeck Investment Management Corp
DECREASED
Shares604 from 635
Change-31 (-5%)
Value$172.0K (+$171.8K)
Filed 2026-10-26
Tradewinds Capital Management, LLC
DECREASED
Shares603 from 658
Change-55 (-8%)
Value$171.4K (-$60.6K)
Filed 2026-10-23
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$170.7K (-$40.9K)
Filed 2026-10-21
SRH Advisors, LLC
INCREASED
Shares574 from 573
Change+1 (+0%)
Value$163.2K (-$39.0K)
Filed 2026-10-22
Financial Network Wealth Advisors LLC
DECREASED
Shares565 from 585
Change-20 (-3%)
Value$160.8K (-$45.6K)
Filed 2026-10-28
Owl Creek Wealth Partners LLC
DECREASED
Shares563 from 603
Change-40 (-7%)
Value$160.2K (-$52.5K)
Filed 2026-10-20
Holos Integrated Wealth LLC
INCREASED
Shares552 from 471
Change+81 (+17%)
Value$171.1K (+$8.5K)
Filed 2026-10-23
Maryland Capital Advisors Inc.
DECREASED
Shares529 from 892
Change-363 (-41%)
Value$150.5K (-$164.1K)
Filed 2026-10-15
Sunrise Financial Services, LLC
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$150.2K (-$36.0K)
Filed 2026-10-21
RHL Group, LLC
INCREASED
Shares525 from 464
Change+61 (+13%)
Value$149.4K (-$14.4K)
Filed 2026-11-04
Hoese & Co LLP
DECREASED
Shares524 from 642
Change-118 (-18%)
Value$149.1K (-$77.3K)
Filed 2026-10-21
Quaker Wealth Management, LLC
DECREASED
Shares522 from 557
Change-35 (-6%)
Value$148.6K (-$47.8K)
Filed 2026-10-22
Pacific Center for Financial Services
INCREASED
Shares522 from 521
Change+1 (+0%)
Value$148.6K (-$35.1K)
Filed 2026-10-15
Meriwether Wealth & Planning, LLC
NEW
Shares514
Change+514
Value$146.2K
Filed 2026-10-13
Kroeger Financial Partners
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$146.2K (-$35.1K)
Filed 2026-10-19
Sava Infond d.o.o.
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$145.1K (-$34.8K)
Filed 2026-10-28
Peck Wealth Management, LLC
DECREASED
Shares500 from 897
Change-397 (-44%)
Value$142.2K (-$174.1K)
Filed 2026-10-29
Trellis Wealth Advisors LLC
NEW
Shares498
Change+498
Value$141.7K
Filed 2026-10-19
CGC Financial Services, LLC
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$141.4K (-$33.9K)
Filed 2026-10-13
GK Wealth Management LLC
DECREASED
Shares487 from 589
Change-102 (-17%)
Value$138.7K (-$69.4K)
Filed 2026-10-09
Triumph Capital Management
DECREASED
Shares486 from 598
Change-112 (-19%)
Value$138.2K (-$72.6K)
Filed 2026-10-14
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares485 from 1,279
Change-794 (-62%)
Value$138.0K (-$313.1K)
Filed 2026-10-07
Blume Capital Management, Inc.
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$138.0K (-$33.1K)
Filed 2026-10-26
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$136.5K (-$32.7K)
Filed 2026-10-28
WPG Advisers, LLC
DECREASED
Shares477 from 500
Change-23 (-5%)
Value$135.7K (-$40.6K)
Filed 2026-10-27
Signature Resources Capital Management, LLC
INCREASED
Shares466 from 461
Change+5 (+1%)
Value$132.6K (-$30.0K)
Filed 2026-10-16
Noble Wealth Management PBC
INCREASED
Shares465 from 463
Change+2 (+0%)
Value$132.3K (-$31.0K)
Filed 2026-10-01
USA Financial Formulas
NEW
Shares441
Change+441
Value$125.5K
Filed 2026-10-16
Essential Partners LLC
DECREASED
Shares438 from 447
Change-9 (-2%)
Value$124.6K (-$33.0K)
Filed 2026-10-14
Rational Advisors, Inc.
INCREASED
Shares428 from 369
Change+59 (+16%)
Value$121.8K (-$8.4K)
Filed 2026-11-02
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$119.2K (-$28.6K)
Filed 2026-10-23
IMG Wealth Management, Inc.
DECREASED
Shares399 from 476
Change-77 (-16%)
Value$113.5K (-$54.4K)
Filed 2026-10-27
Sfam, LLC
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$110.1K (-$26.4K)
Filed 2026-11-03
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares384 from 291
Change+93 (+32%)
Value$109.2K (+$6.6K)
Filed 2026-10-30
Cherry Tree Wealth Management, LLC
DECREASED
Shares383 from 392
Change-9 (-2%)
Value$109.0K (-$29.3K)
Filed 2026-10-15
Prism Planning Partners LLC
NEW
Shares373
Change+373
Value$106.2K
Filed 2026-10-27
SBK Financial, Inc.
DECREASED
Shares354 from 1,612
Change-1,258 (-78%)
Value$100.7K (-$467.8K)
Filed 2026-11-02
Hurley Capital, LLC
INCREASED
Shares350 from 349
Change+1 (+0%)
Value$99.6K (-$23.5K)
Filed 2026-11-05
True Wealth Design, LLC
DECREASED
Shares348 from 405
Change-57 (-14%)
Value$99.0K (-$43.8K)
Filed 2026-10-13
One River Asset Management, LLC
DECREASED
Shares336 from 529
Change-193 (-36%)
Value$95.6K (-$91.0K)
Filed 2026-10-21
Robinson Value Management, Ltd.
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$94.7K (-$22.7K)
Filed 2026-10-20
Tsfg, LLC
DECREASED
Shares330 from 802
Change-472 (-59%)
Value$94.0K (-$189.0K)
Filed 2026-10-23
Bell Investment Advisors, Inc
DECREASED
Shares321 from 386
Change-65 (-17%)
Value$91.3K (-$44.8K)
Filed 2026-10-29
Valued Wealth Advisors LLC
DECREASED
Shares320 from 351
Change-31 (-9%)
Value$91.0K (-$32.9K)
Filed 2026-11-05
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$88.6K (-$20.5K)
Filed 2026-10-14
Torren Management, LLC
INCREASED
Shares301 from 133
Change+168 (+126%)
Value$85.7K (+$38.7K)
Filed 2026-10-29
Ameliora Wealth Management Ltd.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$85.3K (-$20.5K)
Filed 2026-10-23
Polaris Financial Partners
NEW
Shares292
Change+292
Value$83
Filed 2026-10-02
Downshift Financial, LLC
DECREASED
Shares288 from 298
Change-10 (-3%)
Value$81.9K (-$23.0K)
Filed 2026-10-13
Richardson Capital Management LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$81.1K (-$19.4K)
Filed 2026-10-23
Putney Financial Group LLC
NEW
Shares280
Change+280
Value$79.7K
Filed 2026-10-30
Gold Investment Management Ltd.
DECREASED
Shares276 from 450
Change-174 (-39%)
Value$78.5K (-$80.2K)
Filed 2026-10-19
Essential Investment Partners LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$78.2K (-$18.8K)
Filed 2026-10-27
Barrett & Company, Inc.
DECREASED
Shares273 from 615
Change-342 (-56%)
Value$77.7K (-$139.3K)
Filed 2026-10-22
Adkins Seale Capital Management LLC
DECREASED
Shares273 from 357
Change-84 (-24%)
Value$77.7K (-$48.2K)
Filed 2026-10-27
Hickory Point Bank & Trust
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$75.4K (-$18.1K)
Filed 2026-10-01
GoalVest Advisory LLC
DECREASED
Shares260 from 410
Change-150 (-37%)
Value$74.0K (-$70.6K)
Filed 2026-10-02
Breakwater Investment Management
INCREASED
Shares259 from 258
Change+1 (+0%)
Value$73.7K (-$17.3K)
Filed 2026-10-20
Aspect Partners, LLC
DECREASED
Shares258 from 259
Change-1 (0%)
Value$73.4K (-$17.9K)
Filed 2026-10-20
Key Capital Management, Inc
INCREASED
Shares257 from 253
Change+4 (+2%)
Value$73.1K (-$16.1K)
Filed 2026-11-03
Networth Advisors, LLC
INCREASED
Shares250 from 248
Change+2 (+1%)
Value$71.2K (-$16.4K)
Filed 2026-11-03
Fairman Group, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$71.1K (-$17.0K)
Filed 2026-10-26
Vermillion Wealth Management, Inc.
DECREASED
Shares240 from 358
Change-118 (-33%)
Value$68.3K (-$58.0K)
Filed 2026-10-26
United Financial Planning Group LLC
DECREASED
Shares235 from 279
Change-44 (-16%)
Value$66.8K (-$31.6K)
Filed 2026-11-04
Burkett Financial Services, LLC
INCREASED
Shares231 from 89
Change+142 (+160%)
Value$65.9K (+$34.5K)
Filed 2026-10-01
Strategic Advocates LLC
INCREASED
Shares231 from 187
Change+44 (+24%)
Value$65.7K (-$234)
Filed 2026-11-03
Marquette Asset Management, LLC
DECREASED
Shares210 from 410
Change-200 (-49%)
Value$59.7K (-$84.9K)
Filed 2026-10-09
Morton Brown Family Wealth, LLC
INCREASED
Shares206 from 197
Change+9 (+5%)
Value$58.7K (-$10.7K)
Filed 2026-10-23
Horizons Wealth Management
NEW
Shares205
Change+205
Value$58.3K
Filed 2026-10-05
IFS Advisors, LLC
INCREASED
Shares205 from 113
Change+92 (+81%)
Value$58.5K (+$18.7K)
Filed 2026-10-14
Wealth Analytics Partners, LLC
NEW
Shares201
Change+201
Value$57.2K
Filed 2026-10-19
John Boyer, Inc.
NEW
Shares201
Change+201
Value$57.3K
Filed 2026-10-27
Bochk Asset Management Ltd
DECREASED
Shares200 from 9,400
Change-9,200 (-98%)
Value$56.9K (-$3.3M)
Filed 2026-10-29
Redwood Park Advisors LLC
DECREASED
Shares200 from 202
Change-2 (-1%)
Value$57.0K (-$14.2K)
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
DECREASED
Shares200 from 201
Change-1 (0%)
Value$56.9K (-$14.0K)
Filed 2026-10-26
Access Investment Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$56.9K (-$13.6K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED
Shares194 from 135
Change+59 (+44%)
Value$55.3K (+$7.6K)
Filed 2026-11-02
James T. Borello RIA
DECREASED
Shares194 from 244
Change-50 (-20%)
Value$55.2K (-$30.9K)
Filed 2026-10-16
American Capital Advisory, LLC
DECREASED
Shares191 from 457
Change-266 (-58%)
Value$54.3K (-$106.8K)
Filed 2026-10-28
Covestor Ltd
DECREASED
Shares191 from 194
Change-3 (-2%)
Value$54.0K (-$14.0K)
Filed 2026-10-30
Capitol Family Office, Inc.
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$52.1K (-$12.5K)
Filed 2026-10-13
Bay Harbor Wealth Management, LLC
DECREASED
Shares182 from 188
Change-6 (-3%)
Value$51.9K (-$14.6K)
Filed 2026-11-03
Entrust Financial LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$51.5K (-$12.4K)
Filed 2026-11-04
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares179 from 203
Change-24 (-12%)
Value$50.9K (-$20.7K)
Filed 2026-11-06
Aventus Investment Advisors, Inc.
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$49.8K (-$11.9K)
Filed 2026-10-09
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$49.8K (-$11.9K)
Filed 2026-10-23
Clark Wealth Partners
INCREASED
Shares171 from 92
Change+79 (+86%)
Value$48.7K (+$16.2K)
Filed 2026-10-19
Bare Financial Services, Inc
DECREASED
Shares168 from 200
Change-32 (-16%)
Value$47.8K (-$22.7K)
Filed 2026-11-04
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$47.0K (-$11.0K)
Filed 2026-11-04
GGM Financial LLC
DECREASED
Shares163 from 242
Change-79 (-33%)
Value$46.4K (-$38.9K)
Filed 2026-11-05
Mosley Wealth Management
DECREASED
Shares163 from 196
Change-33 (-17%)
Value$50.4K (-$18.6K)
Filed 2026-10-16
West Financial Advisors, LLC
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$46.1K (-$11.0K)
Filed 2026-10-22
Goodman Advisory Group, LLC
NEW
Shares152
Change+152
Value$43.2K
Filed 2026-11-02
Accordant Advisory Group Inc
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$42.7K (-$10.2K)
Filed 2026-10-29
Keystone Financial Group, Inc.
INCREASED
Shares146 from 145
Change+1 (+1%)
Value$41.5K (-$9.7K)
Filed 2026-10-13
Your Advocates Ltd., LLP
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$41.5K (-$10.0K)
Filed 2026-11-03
Finley Financial, LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$41.0K (-$10.2K)
Filed 2026-10-28
Monetary Solutions, Ltd
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$39.5K (-$9.5K)
Filed 2026-10-22
Thompson Investment Management, Inc.
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$36.1K (-$8.7K)
Filed 2026-10-14
Livelsberger Financial Advisory
NEW
Shares113
Change+113
Value$32.1K
Filed 2026-10-28
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$29.9K (-$7.2K)
Filed 2026-10-14
Burk Holdings LLC
INCREASED
Shares102 from 57
Change+45 (+79%)
Value$29.0K (+$8.9K)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares100
Change+100
Value$28.4K
Filed 2026-10-29
Skylands Capital, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$28.4K (-$6.8K)
Filed 2026-10-21
Comprehensive Financial Planning, Inc.
DECREASED
Shares99 from 212
Change-113 (-53%)
Value$28.4K (-$46.4K)
Filed 2026-10-27
POM Investment Strategies, LLC
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$27.6K (-$6.6K)
Filed 2026-10-20
Kingdom Financial Group Llc.
DECREASED
Shares88 from 394
Change-306 (-78%)
Value$25.0K (-$113.8K)
Filed 2026-11-04
Rakuten Securities, Inc.
INCREASED
Shares85 from 47
Change+38 (+81%)
Value$24.2K (+$7.6K)
Filed 2026-11-02
Maseco LLP
INCREASED
Shares84 from 55
Change+29 (+53%)
Value$23.9K (+$4.5K)
Filed 2026-10-27
Navigoe, LLC
DECREASED
Shares84 from 91
Change-7 (-8%)
Value$23 (-$32.0K)
Filed 2026-11-04
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$23.3K (-$5.2K)
Filed 2026-10-01
TrinityBridge Ltd
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$23 (-$29.0K)
Filed 2026-10-30
Foresight Capital Management Advisors, Inc.
NEW
Shares80
Change+80
Value$22.8K
Filed 2026-10-27
Planning Strategies Inc.
INCREASED
Shares76 from 38
Change+38 (+100%)
Value$21.6K (+$8.2K)
Filed 2026-10-02
Friedenthal Financial
NEW
Shares75
Change+75
Value$21.3K
Filed 2026-10-27
Zeit Capital LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$21.1K (-$5.0K)
Filed 2026-10-19
Advocate Investing Services LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$21.1K (-$5.0K)
Filed 2026-10-26
Clayton Financial Group LLC
NEW
Shares73
Change+73
Value$20.8K
Filed 2026-10-13
McCarley & Cook Financial Planners
DECREASED
Shares73 from 75
Change-2 (-3%)
Value$20.8K (-$5.7K)
Filed 2026-10-21
Balance Wealth Partners LLC
NEW
Shares72
Change+72
Value$20.5K
Filed 2026-10-27
Paladin Partners, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$19.3K (-$4.6K)
Filed 2026-10-06
Phillip James Consulting Co.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$17.6K (-$4.2K)
Filed 2026-11-03
KFG LLC
NEW
Shares61
Change+61
Value$17.4K
Filed 2026-11-02
Newton One Investments LLC
DECREASED
Shares61 from 223
Change-162 (-73%)
Value$17.2K (-$61.6K)
Filed 2026-10-14
Fairway Wealth LLC
NEW
Shares60
Change+60
Value$17.1K
Filed 2026-10-30
Dorato Capital Management
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$17.1K (-$3.5K)
Filed 2026-10-08
Fiduciary Advisors, Inc.
INCREASED
Shares58 from 39
Change+19 (+49%)
Value$16.6K (+$2.7K)
Filed 2026-10-16
LFA - Lugano Financial Advisors SA
DECREASED
Shares55 from 142
Change-87 (-61%)
Value$15.6K (-$34.4K)
Filed 2026-11-03
Steph & Co
INCREASED
Shares51 from 47
Change+4 (+9%)
Value$14.5K (-$2.1K)
Filed 2026-10-07
Midwest Capital Advisors, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$12.9K (-$3.0K)
Filed 2026-11-04
Sellwood Investment Partners LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$11.4K (-$2.7K)
Filed 2026-11-03
Cdkv Holdings LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$10.5K (-$2.5K)
Filed 2026-10-28
AXS Investments LLC
INCREASED
Shares36 from 34
Change+2 (+6%)
Value$10.2K (-$1.7K)
Filed 2026-11-04
Miller Wealth Advisors, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$10.3K (-$2.4K)
Filed 2026-11-02
Prudent Man Investment Management, Inc.
INCREASED
Shares31 from 10
Change+21 (+210%)
Value$8.8K (+$5.4K)
Filed 2026-11-03
CKW Financial Group
NEW
Shares27
Change+27
Value$8
Filed 2026-10-29
Ulland Investment Advisors, LLC
DECREASED
Shares19 from 69
Change-50 (-72%)
Value$5 (-$19)
Filed 2026-10-13
PayPay Securities Corp
DECREASED
Shares17 from 18
Change-1 (-6%)
Value$4.8K (-$1.5K)
Filed 2026-10-27
NorthAvenue LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$4.8K (-$1.2K)
Filed 2026-10-29
Western Pacific Wealth Management, LP
DECREASED
Shares15 from 100
Change-85 (-85%)
Value$4.3K (-$30.8K)
Filed 2026-10-16
Bear Mountain Capital, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$4.3K (-$393)
Filed 2026-11-04
Transce3nd, LLC
NEW
Shares12
Change+12
Value$3.8K
Filed 2026-10-26
LAM Group, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$3.4K (-$818)
Filed 2026-10-26
WestEnd Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$3.4K (-$818)
Filed 2026-10-27
Bernzott Capital Advisors
NEW
Shares7
Change+7
Value$2.0K
Filed 2026-10-29
3 Factor Indexing, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$569 (-$137)
Filed 2026-10-15
Peterson Wealth Management
DECREASED
Shares1 from 680
Change-679 (-100%)
Value$381 (-$239.3K)
Filed 2026-11-06
Montgomery Financial Services LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$284 (-$69)
Filed 2026-11-03
Arbejdsmarkedets Tillaegspension
CLOSED
Shares0 from 88,360
Change-88,360 (-100%)
Value$0 (-$31.2M)
Filed 2026-10-30
Adams Diversified Equity Fund, Inc.
CLOSED
Shares0 from 71,900
Change-71,900 (-100%)
Value$0 (-$25.4M)
Filed 2026-10-21
TrueMark Investments, LLC
CLOSED
Shares0 from 29,197
Change-29,197 (-100%)
Value$0 (-$10.3M)
Filed 2026-11-05
HS Management Partners, LLC
CLOSED
Shares0 from 20,755
Change-20,755 (-100%)
Value$0 (-$7.3M)
Filed 2026-11-05
St. Louis Financial Planners Asset Management, LLC
CLOSED
Shares0 from 13,861
Change-13,861 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-16
Nikulski Financial, Inc.
CLOSED
Shares0 from 10,766
Change-10,766 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-06
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 8,790
Change-8,790 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-03
Nicollet Investment Management, Inc.
CLOSED
Shares0 from 7,881
Change-7,881 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-14
Wellington Shields & Co., LLC
CLOSED
Shares0 from 6,691
Change-6,691 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-03
Titan Investment Management LLC
CLOSED
Shares0 from 6,326
Change-6,326 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-22
Arbor Capital Management Inc
CLOSED
Shares0 from 5,536
Change-5,536 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-21
Corda Investment Management, Llc.
CLOSED
Shares0 from 3,791
Change-3,791 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-22
Arwa LLC
CLOSED
Shares0 from 3,783
Change-3,783 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-21
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 3,772
Change-3,772 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-27
OmniStar Financial Group, Inc.
CLOSED
Shares0 from 2,953
Change-2,953 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-26
Basso Capital Management, L.P.
CLOSED
Shares0 from 2,232
Change-2,232 (-100%)
Value$0 (-$787.2K)
Filed 2026-10-30
Brick & Kyle, Associates
CLOSED
Shares0 from 2,171
Change-2,171 (-100%)
Value$0 (-$714.2K)
Filed 2026-11-05
Mainstream Capital Management LLC
CLOSED
Shares0 from 2,061
Change-2,061 (-100%)
Value$0 (-$726.9K)
Filed 2026-10-23
Capstone Wealth Management, LLC
CLOSED
Shares0 from 1,942
Change-1,942 (-100%)
Value$0 (-$684.9K)
Filed 2026-11-02
Abel Hall, LLC
CLOSED
Shares0 from 1,930
Change-1,930 (-100%)
Value$0 (-$680.6K)
Filed 2026-10-19
Elevated Financial Group LLC
CLOSED
Shares0 from 1,773
Change-1,773 (-100%)
Value$0 (-$625.3K)
Filed 2026-10-16
Wedge Capital Management L L P
CLOSED
Shares0 from 1,686
Change-1,686 (-100%)
Value$0 (-$594.6K)
Filed 2026-10-13
Scarborough Advisors, LLC
CLOSED
Shares0 from 1,621
Change-1,621 (-100%)
Value$0 (-$532.5K)
Filed 2026-10-16
Johnson Financial Group, LLC
CLOSED
Shares0 from 1,224
Change-1,224 (-100%)
Value$0 (-$431.7K)
Filed 2026-11-03
Sepio Capital, LP
CLOSED
Shares0 from 1,205
Change-1,205 (-100%)
Value$0 (-$425.0K)
Filed 2026-10-22
Hofer & Associates. Inc
CLOSED
Shares0 from 1,088
Change-1,088 (-100%)
Value$0 (-$383.7K)
Filed 2026-10-13
Simplify Asset Management Inc.
CLOSED
Shares0 from 1,074
Change-1,074 (-100%)
Value$0 (-$378.8K)
Filed 2026-10-27
Spartan Planning & Wealth Management
CLOSED
Shares0 from 1,071
Change-1,071 (-100%)
Value$0 (-$377.5K)
Filed 2026-10-13
CPA Asset Management Group, LLC
CLOSED
Shares0 from 1,028
Change-1,028 (-100%)
Value$0 (-$362.6K)
Filed 2026-10-26
Greenup Street Wealth Management LLC
CLOSED
Shares0 from 1,003
Change-1,003 (-100%)
Value$0 (-$353.6K)
Filed 2026-10-28
BancFirst Trust & Investment Management
CLOSED
Shares0 from 988
Change-988 (-100%)
Value$0 (-$346.6K)
Filed 2026-10-30
Ifrah Financial Services, Inc.
CLOSED
Shares0 from 975
Change-975 (-100%)
Value$0 (-$343.9K)
Filed 2026-10-13
Financial Planning Hawaii, Inc.
CLOSED
Shares0 from 944
Change-944 (-100%)
Value$0 (-$332.8K)
Filed 2026-10-13
Arlington Partners LLC
CLOSED
Shares0 from 887
Change-887 (-100%)
Value$0 (-$312.8K)
Filed 2026-10-20
Laurion Capital Management LP
CLOSED
Shares0 from 880
Change-880 (-100%)
Value$0 (-$310.4K)
Filed 2026-10-30
Stone House Investment Management, LLC
CLOSED
Shares0 from 864
Change-864 (-100%)
Value$0 (-$304.7K)
Filed 2026-10-23
American National Bank of Texas
CLOSED
Shares0 from 832
Change-832 (-100%)
Value$0 (-$293.4K)
Filed 2026-10-07
Sagace Wealth Management LLC
CLOSED
Shares0 from 815
Change-815 (-100%)
Value$0 (-$287.4K)
Filed 2026-10-28
Clear Wave Wealth Management LLC
CLOSED
Shares0 from 811
Change-811 (-100%)
Value$0 (-$286.0K)
Filed 2026-11-04
Belleair Asset Management, LLC
CLOSED
Shares0 from 810
Change-810 (-100%)
Value$0 (-$285.7K)
Filed 2026-11-03
Fermata Advisors, LLC
CLOSED
Shares0 from 804
Change-804 (-100%)
Value$0 (-$283.6K)
Filed 2026-10-13
Summit Financial Wealth Advisors, LLC
CLOSED
Shares0 from 763
Change-763 (-100%)
Value$0 (-$269.1K)
Filed 2026-10-15
Baring Financial LLC
CLOSED
Shares0 from 753
Change-753 (-100%)
Value$0 (-$265.5K)
Filed 2026-10-07
Asset Allocation Strategies LLC
CLOSED
Shares0 from 751
Change-751 (-100%)
Value$0 (-$264.8K)
Filed 2026-10-20
IronBridge Private Wealth, LLC
CLOSED
Shares0 from 747
Change-747 (-100%)
Value$0 (-$263.4K)
Filed 2026-11-03
Motive Wealth Advisors
CLOSED
Shares0 from 746
Change-746 (-100%)
Value$0 (-$263.1K)
Filed 2026-10-26
Level Financial Advisors
CLOSED
Shares0 from 745
Change-745 (-100%)
Value$0 (-$262.7K)
Filed 2026-10-13
Financial Harvest, LLC
CLOSED
Shares0 from 741
Change-741 (-100%)
Value$0 (-$261.3K)
Filed 2026-10-15
Iron Financial LLC
CLOSED
Shares0 from 729
Change-729 (-100%)
Value$0 (-$257.0K)
Filed 2026-10-23
First Bank & Trust
CLOSED
Shares0 from 726
Change-726 (-100%)
Value$0 (-$256.0K)
Filed 2026-10-19
Apeiron RIA LLC
CLOSED
Shares0 from 722
Change-722 (-100%)
Value$0 (-$244.1K)
Filed 2026-10-08
Bridgelight Financial Advisors, Inc.
CLOSED
Shares0 from 721
Change-721 (-100%)
Value$0 (-$254.4K)
Filed 2026-10-20
Stewardship Advisors, LLC
CLOSED
Shares0 from 719
Change-719 (-100%)
Value$0 (-$253.6K)
Filed 2026-10-20
Gordian Advisors LLC
CLOSED
Shares0 from 703
Change-703 (-100%)
Value$0 (-$247.8K)
Filed 2026-10-30
Eagle Strategies LLC
CLOSED
Shares0 from 702
Change-702 (-100%)
Value$0 (-$247.5K)
Filed 2026-10-16
FWG Investments, Llc.
CLOSED
Shares0 from 702
Change-702 (-100%)
Value$0 (-$247.5K)
Filed 2026-11-03
Hobart Private Capital, LLC
CLOSED
Shares0 from 702
Change-702 (-100%)
Value$0 (-$247.6K)
Filed 2026-10-19
Brighton Securities Corp.
CLOSED
Shares0 from 702
Change-702 (-100%)
Value$0 (-$247.6K)
Filed 2026-10-08
One Day In July LLC
CLOSED
Shares0 from 702
Change-702 (-100%)
Value$0 (-$247.6K)
Filed 2026-10-30
FCG Investment Co
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$246.9K)
Filed 2026-10-13
Code Waechter LLC
CLOSED
Shares0 from 699
Change-699 (-100%)
Value$0 (-$246.5K)
Filed 2026-10-23
Unify Financial Advisors
CLOSED
Shares0 from 698
Change-698 (-100%)
Value$0 (-$246.2K)
Filed 2026-11-03
Daviman Financial, LLC
CLOSED
Shares0 from 698
Change-698 (-100%)
Value$0 (-$246.3K)
Filed 2026-11-06
Capital Planning LLC
CLOSED
Shares0 from 697
Change-697 (-100%)
Value$0 (-$245.8K)
Filed 2026-10-09
FNY Investment Advisers, LLC
CLOSED
Shares0 from 695
Change-695 (-100%)
Value$0 (-$245)
Filed 2026-10-16
A4 Wealth Advisors LLC
CLOSED
Shares0 from 695
Change-695 (-100%)
Value$0 (-$245.2K)
Filed 2026-10-20
Measured Risk Portfolios, Inc.
CLOSED
Shares0 from 691
Change-691 (-100%)
Value$0 (-$243.9K)
Filed 2026-10-21
IMPACTfolio, LLC
CLOSED
Shares0 from 680
Change-680 (-100%)
Value$0 (-$239.8K)
Filed 2026-10-28
RVW Wealth, LLC
CLOSED
Shares0 from 677
Change-677 (-100%)
Value$0 (-$238.6K)
Filed 2026-10-06
Lecap Asset Management LTD
CLOSED
Shares0 from 677
Change-677 (-100%)
Value$0 (-$238.8K)
Filed 2026-10-27
Ariston Services Group
CLOSED
Shares0 from 676
Change-676 (-100%)
Value$0 (-$238.4K)
Filed 2026-10-16
Milestone Asset Management, LLC
CLOSED
Shares0 from 675
Change-675 (-100%)
Value$0 (-$238.3K)
Filed 2026-10-15
Elser Financial Planning, Inc
CLOSED
Shares0 from 675
Change-675 (-100%)
Value$0 (-$238.1K)
Filed 2026-10-16
Rockport Wealth LLC
CLOSED
Shares0 from 675
Change-675 (-100%)
Value$0 (-$238.1K)
Filed 2026-11-03
Fearless Solutions, LLC dba Best Invest
CLOSED
Shares0 from 671
Change-671 (-100%)
Value$0 (-$236.6K)
Filed 2026-10-14
Isthmus Partners, LLC
CLOSED
Shares0 from 670
Change-670 (-100%)
Value$0 (-$236.3K)
Filed 2026-10-21
Randall & Associates Wealth Management
CLOSED
Shares0 from 669
Change-669 (-100%)
Value$0 (-$235.9K)
Filed 2026-10-20
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 666
Change-666 (-100%)
Value$0 (-$234.9K)
Filed 2026-10-09
Sidoxia Capital Management, LLC
CLOSED
Shares0 from 665
Change-665 (-100%)
Value$0 (-$234.5K)
Filed 2026-10-28
Capital Wealth Management, LLC
CLOSED
Shares0 from 664
Change-664 (-100%)
Value$0 (-$234.2K)
Filed 2026-10-27
Stonekeep Investments, LLC
CLOSED
Shares0 from 660
Change-660 (-100%)
Value$0 (-$233)
Filed 2026-10-15
Paragon Capital Management Ltd
CLOSED
Shares0 from 659
Change-659 (-100%)
Value$0 (-$232.7K)
Filed 2026-10-09
Fulcrum Capital LLC
CLOSED
Shares0 from 659
Change-659 (-100%)
Value$0 (-$232.4K)
Filed 2026-10-15
Gainline Financial Partners, LLC
CLOSED
Shares0 from 656
Change-656 (-100%)
Value$0 (-$231.4K)
Filed 2026-10-15
Greater Midwest Financial Group, LLC
CLOSED
Shares0 from 654
Change-654 (-100%)
Value$0 (-$230.8K)
Filed 2026-10-13
Moneywise, Inc.
CLOSED
Shares0 from 654
Change-654 (-100%)
Value$0 (-$230.7K)
Filed 2026-10-30
Junk Investment Group, LLC
CLOSED
Shares0 from 651
Change-651 (-100%)
Value$0 (-$229.6K)
Filed 2026-10-19
Advisory Resource Group
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$229.2K)
Filed 2026-10-26
Conestoga Capital Advisors, LLC
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$229.2K)
Filed 2026-11-02
Strategic Wealth Investment Group, LLC
CLOSED
Shares0 from 649
Change-649 (-100%)
Value$0 (-$229.0K)
Filed 2026-10-29
Forthright Family Wealth Advisory LLC
CLOSED
Shares0 from 648
Change-648 (-100%)
Value$0 (-$228.5K)
Filed 2026-11-03
Orgel Wealth Management, LLC
CLOSED
Shares0 from 648
Change-648 (-100%)
Value$0 (-$228.5K)
Filed 2026-10-14
Luminvest Wealth Management LLC
CLOSED
Shares0 from 648
Change-648 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-14
Beirne Wealth Consulting Services, LLC
CLOSED
Shares0 from 646
Change-646 (-100%)
Value$0 (-$227.8K)
Filed 2026-10-19
Fortress Financial Group, LLC
CLOSED
Shares0 from 646
Change-646 (-100%)
Value$0 (-$227.8K)
Filed 2026-10-21
MMA Asset Management LLC
CLOSED
Shares0 from 645
Change-645 (-100%)
Value$0 (-$227.5K)
Filed 2026-11-02
Redmond Asset Management, LLC
CLOSED
Shares0 from 645
Change-645 (-100%)
Value$0 (-$227.5K)
Filed 2026-10-27
Veery Capital, LLC
CLOSED
Shares0 from 643
Change-643 (-100%)
Value$0 (-$226.8K)
Filed 2026-10-07
Clear Retirement Advice LLC
CLOSED
Shares0 from 642
Change-642 (-100%)
Value$0 (-$226.4K)
Filed 2026-10-22
Oath Planning, LLC
CLOSED
Shares0 from 642
Change-642 (-100%)
Value$0 (-$226.5K)
Filed 2026-10-20
Riggs Asset Managment Co. Inc.
CLOSED
Shares0 from 641
Change-641 (-100%)
Value$0 (-$226.1K)
Filed 2026-11-05
Darrow Company, Inc.
CLOSED
Shares0 from 639
Change-639 (-100%)
Value$0 (-$225.4K)
Filed 2026-10-22
Acorn Financial Advisory Services Inc
CLOSED
Shares0 from 637
Change-637 (-100%)
Value$0 (-$224.7K)
Filed 2026-11-02
Stegner Investment Associates Inc.
CLOSED
Shares0 from 636
Change-636 (-100%)
Value$0 (-$224.3K)
Filed 2026-10-15
Adamsbrown Wealth Consultants LLC
CLOSED
Shares0 from 634
Change-634 (-100%)
Value$0 (-$223.5K)
Filed 2026-10-20
Michael J. Porro & Co. Financial Advisors, Inc.
CLOSED
Shares0 from 633
Change-633 (-100%)
Value$0 (-$223.2K)
Filed 2026-10-16
Scratch Capital LLC
CLOSED
Shares0 from 626
Change-626 (-100%)
Value$0 (-$220.9K)
Filed 2026-11-02
Northland Securities, Inc.
CLOSED
Shares0 from 623
Change-623 (-100%)
Value$0 (-$219.7K)
Filed 2026-11-02
Dorval Corp
CLOSED
Shares0 from 623
Change-623 (-100%)
Value$0 (-$219.8K)
Filed 2026-10-29
Evergreen Advisors, LLC
CLOSED
Shares0 from 621
Change-621 (-100%)
Value$0 (-$218.9K)
Filed 2026-10-28
Agate Pass Investment Management, LLC
CLOSED
Shares0 from 620
Change-620 (-100%)
Value$0 (-$218.7K)
Filed 2026-10-20
TrueWealth Advisors, LLC
CLOSED
Shares0 from 617
Change-617 (-100%)
Value$0 (-$217.5K)
Filed 2026-10-09
Tenet Wealth Partners, LLC
CLOSED
Shares0 from 617
Change-617 (-100%)
Value$0 (-$207.4K)
Filed 2026-10-19
Omni 360 Wealth, Inc.
CLOSED
Shares0 from 615
Change-615 (-100%)
Value$0 (-$216.8K)
Filed 2026-10-13
Ball & Co Wealth Management Inc.
CLOSED
Shares0 from 614
Change-614 (-100%)
Value$0 (-$216.0K)
Filed 2026-11-05
Financial & Tax Architects, LLC
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-15
Torrey Growth & Income Advisors
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$215.2K)
Filed 2026-11-04
Cadent Capital Advisors, LLC
CLOSED
Shares0 from 607
Change-607 (-100%)
Value$0 (-$214.2K)
Filed 2026-10-09
Kondo Wealth Advisors, Inc.
CLOSED
Shares0 from 606
Change-606 (-100%)
Value$0 (-$213.9K)
Filed 2026-10-19
Wynn Capital, LLC
CLOSED
Shares0 from 604
Change-604 (-100%)
Value$0 (-$212.9K)
Filed 2026-10-13
Factor Wealth Management LTD
CLOSED
Shares0 from 603
Change-603 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-08
Rubicon Advisors, GP
CLOSED
Shares0 from 603
Change-603 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-23
Freedom Financial Partners LLC
CLOSED
Shares0 from 598
Change-598 (-100%)
Value$0 (-$210.9K)
Filed 2026-10-19
Ackerman Capital Advisors, LLC
CLOSED
Shares0 from 597
Change-597 (-100%)
Value$0 (-$210.6K)
Filed 2026-10-30
Dahring | Cusmano LLC
CLOSED
Shares0 from 596
Change-596 (-100%)
Value$0 (-$210.0K)
Filed 2026-11-03
MN Wealth Advisors, LLC
CLOSED
Shares0 from 593
Change-593 (-100%)
Value$0 (-$209.3K)
Filed 2026-10-23
Pioneer Wealth Management Group
CLOSED
Shares0 from 593
Change-593 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-09
Leverty Financial Group, LLC
CLOSED
Shares0 from 591
Change-591 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-08
JBR Co Financial Management Inc
CLOSED
Shares0 from 587
Change-587 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-13
IMZ Advisory Inc
CLOSED
Shares0 from 586
Change-586 (-100%)
Value$0 (-$206.7K)
Filed 2026-11-03
InTrack Investment Management Inc
CLOSED
Shares0 from 586
Change-586 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-15
Walker Financial Services, Inc.
CLOSED
Shares0 from 586
Change-586 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-26
Capital Advisors Wealth Management, LLC
CLOSED
Shares0 from 586
Change-586 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-09
Arch Global Advisors, LLC
CLOSED
Shares0 from 585
Change-585 (-100%)
Value$0 (-$206.3K)
Filed 2026-10-23
Hopwood Financial Services, Inc.
CLOSED
Shares0 from 583
Change-583 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-29
Alpha Wealth Funds, LLC
CLOSED
Shares0 from 580
Change-580 (-100%)
Value$0 (-$204.6K)
Filed 2026-11-05
Skyline Advisors, Inc.
CLOSED
Shares0 from 579
Change-579 (-100%)
Value$0 (-$204.2K)
Filed 2026-11-03
Innovative Wealth Building LLC
CLOSED
Shares0 from 579
Change-579 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-14
Financial Synergies Wealth Advisors, Inc.
CLOSED
Shares0 from 577
Change-577 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-16
J.P. Marvel Investment Advisors, LLC
CLOSED
Shares0 from 577
Change-577 (-100%)
Value$0 (-$203.5K)
Filed 2026-11-02
Schwallier Wealth Management LLC
CLOSED
Shares0 from 577
Change-577 (-100%)
Value$0 (-$203.6K)
Filed 2026-11-05
Nova R Wealth, Inc.
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-26
Signature Wealth Management Partners, LLC
CLOSED
Shares0 from 575
Change-575 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-21
LifeGuide Financial Advisors, LLC
CLOSED
Shares0 from 573
Change-573 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-20
One Advisory Partners, LLC
CLOSED
Shares0 from 573
Change-573 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-22
Cooke Wealth Management, LLC
CLOSED
Shares0 from 570
Change-570 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-13
Western Financial Corp
CLOSED
Shares0 from 568
Change-568 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-14
Foundation Wealth Management, Llc\pa
CLOSED
Shares0 from 568
Change-568 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-14
State of Wyoming
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$194.0K)
Filed 2026-10-28
Munich Reinsurance Co Stock Corp in Munich
CLOSED
Shares0 from 408
Change-408 (-100%)
Value$0 (-$143.9K)
Filed 2026-10-30
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 270
Change-270 (-100%)
Value$0 (-$95.2K)
Filed 2026-10-29
Robinswood Financial LLC
CLOSED
Shares0 from 227
Change-227 (-100%)
Value$0 (-$80.3K)
Filed 2026-10-20
Bullseye Investment Management, LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$77.6K)
Filed 2026-10-29
GFS Advisors, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$12.4M)
Filed 2026-11-03
Gill Capital Partners, LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$42.3K)
Filed 2026-10-13
Atlatl Advisers LLC
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$40.9K)
Filed 2026-10-22
Leonteq Securities AG
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$32.8K)
Filed 2026-10-29
Vima LLC
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$27.0K)
Filed 2026-10-23
Financially Speaking Inc
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$25.3K)
Filed 2026-11-05
Activest Wealth Management
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$20.8K)
Filed 2026-10-15
Midway Capital Research & Management
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-20
Whipplewood Advisors, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-20
Arvest Investments, Inc.
DECREASED
Shares0 from 3,094
Change-3,094 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.8M (-$167.2K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 81,578,902
Change-81,578,902 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 65,076,088
Change-65,076,088 (-100%)
Value—
State Street Corp
N/A
Shares— from 47,175,026
Change-47,175,026 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 25,751,551
Change-25,751,551 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 25,263,448
Change-25,263,448 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 22,603,319
Change-22,603,319 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 20,261,850
Change-20,261,850 (-100%)
Value—
FMR LLC
N/A
Shares— from 18,088,396
Change-18,088,396 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 16,802,396
Change-16,802,396 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 16,390,122
Change-16,390,122 (-100%)
Value—
Norges Bank
N/A
Shares— from 13,383,376
Change-13,383,376 (-100%)
Value—
Capital World Investors
N/A
Shares— from 13,174,621
Change-13,174,621 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 11,104,365
Change-11,104,365 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 11,069,057
Change-11,069,057 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 10,360,718
Change-10,360,718 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,540,898
Change-9,540,898 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 9,083,559
Change-9,083,559 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 7,686,643
Change-7,686,643 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,438,405
Change-7,438,405 (-100%)
Value—
Amundi
N/A
Shares— from 7,339,614
Change-7,339,614 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,102,249
Change-7,102,249 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 6,600,335
Change-6,600,335 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,350,453
Change-6,350,453 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,985,549
Change-5,985,549 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,947,344
Change-5,947,344 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,837,551
Change-5,837,551 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 5,690,631
Change-5,690,631 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 5,540,102
Change-5,540,102 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,930,166
Change-4,930,166 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,911,174
Change-4,911,174 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,315,830
Change-4,315,830 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,663,875
Change-3,663,875 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,411,060
Change-3,411,060 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 3,299,614
Change-3,299,614 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,953,823
Change-2,953,823 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,886,890
Change-2,886,890 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 2,860,316
Change-2,860,316 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 2,809,200
Change-2,809,200 (-100%)
Value—
Lone Pine Capital LLC
N/A
Shares— from 2,603,189
Change-2,603,189 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,596,155
Change-2,596,155 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,568,267
Change-2,568,267 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,355,033
Change-2,355,033 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 2,251,123
Change-2,251,123 (-100%)
Value—
National Pension Service
N/A
Shares— from 2,243,280
Change-2,243,280 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,233,368
Change-2,233,368 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,165,241
Change-2,165,241 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 2,065,632
Change-2,065,632 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1,884,734
Change-1,884,734 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,861,035
Change-1,861,035 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,841,754
Change-1,841,754 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,774,973
Change-1,774,973 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,688,244
Change-1,688,244 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 1,646,440
Change-1,646,440 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,518,105
Change-1,518,105 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,490,513
Change-1,490,513 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 1,473,050
Change-1,473,050 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 1,342,416
Change-1,342,416 (-100%)
Value—
Capital International Investors
N/A
Shares— from 1,316,841
Change-1,316,841 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,293,053
Change-1,293,053 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,245,857
Change-1,245,857 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 1,227,604
Change-1,227,604 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,219,667
Change-1,219,667 (-100%)
Value—
Aviva PLC
N/A
Shares— from 1,179,753
Change-1,179,753 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,101,813
Change-1,101,813 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,082,690
Change-1,082,690 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 1,068,687
Change-1,068,687 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,032,263
Change-1,032,263 (-100%)
Value—
Gates Foundation Trust
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 952,398
Change-952,398 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 940,786
Change-940,786 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 933,853
Change-933,853 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 921,941
Change-921,941 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 920,595
Change-920,595 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 907,144
Change-907,144 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 901,476
Change-901,476 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 856,897
Change-856,897 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 848,599
Change-848,599 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 846,430
Change-846,430 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 837,256
Change-837,256 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 815,408
Change-815,408 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 810,136
Change-810,136 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 807,641
Change-807,641 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 787,022
Change-787,022 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 780,423
Change-780,423 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 747,812
Change-747,812 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 720,780
Change-720,780 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 712,143
Change-712,143 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 699,267
Change-699,267 (-100%)
Value—
Blair William & Co
N/A
Shares— from 697,590
Change-697,590 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 692,349
Change-692,349 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 677,273
Change-677,273 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 654,477
Change-654,477 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 647,978
Change-647,978 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 616,378
Change-616,378 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 614,163
Change-614,163 (-100%)
Value—
Dorsal Capital Management, LP
N/A
Shares— from 600,000
Change-600,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 589,848
Change-589,848 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 577,884
Change-577,884 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 574,593
Change-574,593 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 564,679
Change-564,679 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 560,174
Change-560,174 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 557,554
Change-557,554 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 554,988
Change-554,988 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 552,271
Change-552,271 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 531,495
Change-531,495 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 526,645
Change-526,645 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 522,512
Change-522,512 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 519,071
Change-519,071 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 517,729
Change-517,729 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 511,722
Change-511,722 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 509,465
Change-509,465 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 508,191
Change-508,191 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 507,250
Change-507,250 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 503,139
Change-503,139 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 501,264
Change-501,264 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 494,606
Change-494,606 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 490,939
Change-490,939 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 472,273
Change-472,273 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 464,895
Change-464,895 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 463,944
Change-463,944 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 461,145
Change-461,145 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 460,034
Change-460,034 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 459,691
Change-459,691 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 440,055
Change-440,055 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 435,389
Change-435,389 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 429,314
Change-429,314 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 424,903
Change-424,903 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 423,332
Change-423,332 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 420,443
Change-420,443 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 419,942
Change-419,942 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 419,462
Change-419,462 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 418,548
Change-418,548 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 415,038
Change-415,038 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 412,326
Change-412,326 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 410,882
Change-410,882 (-100%)
Value—
Prana Capital Management, LP
N/A
Shares— from 397,027
Change-397,027 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 380,089
Change-380,089 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 379,338
Change-379,338 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 379,155
Change-379,155 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 372,748
Change-372,748 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 354,773
Change-354,773 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 349,891
Change-349,891 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 339,950
Change-339,950 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 336,631
Change-336,631 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 336,110
Change-336,110 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 330,441
Change-330,441 (-100%)
Value—
Steadfast Capital Management LP
N/A
Shares— from 328,500
Change-328,500 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 327,905
Change-327,905 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 326,914
Change-326,914 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 319,726
Change-319,726 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 315,568
Change-315,568 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 309,051
Change-309,051 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 308,143
Change-308,143 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 307,373
Change-307,373 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 302,750
Change-302,750 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 298,644
Change-298,644 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 296,775
Change-296,775 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 294,469
Change-294,469 (-100%)
Value—
Commerce Bank
N/A
Shares— from 294,005
Change-294,005 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 292,680
Change-292,680 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 291,373
Change-291,373 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 282,553
Change-282,553 (-100%)
Value—
&partners
N/A
Shares— from 277,010
Change-277,010 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 275,575
Change-275,575 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 274,938
Change-274,938 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 256,895
Change-256,895 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 256,790
Change-256,790 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 254,542
Change-254,542 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 251,645
Change-251,645 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 248,491
Change-248,491 (-100%)
Value—
ING Groep NV
N/A
Shares— from 247,230
Change-247,230 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 243,286
Change-243,286 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 241,080
Change-241,080 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 239,676
Change-239,676 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 237,975
Change-237,975 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 232,006
Change-232,006 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 229,708
Change-229,708 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 227,836
Change-227,836 (-100%)
Value—
Montanova Capital, LLC
N/A
Shares— from 226,053
Change-226,053 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 222,309
Change-222,309 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 221,090
Change-221,090 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 217,682
Change-217,682 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 214,052
Change-214,052 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 211,920
Change-211,920 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 208,569
Change-208,569 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 207,716
Change-207,716 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 201,536
Change-201,536 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 199,705
Change-199,705 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 197,011
Change-197,011 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 196,803
Change-196,803 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 192,060
Change-192,060 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 190,695
Change-190,695 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 190,015
Change-190,015 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 188,159
Change-188,159 (-100%)
Value—
Teewinot Capital Advisers, L.L.C.
N/A
Shares— from 183,513
Change-183,513 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 180,728
Change-180,728 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 177,597
Change-177,597 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 175,067
Change-175,067 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 174,239
Change-174,239 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 173,418
Change-173,418 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 173,295
Change-173,295 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 172,877
Change-172,877 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 167,513
Change-167,513 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 166,746
Change-166,746 (-100%)
Value—
Bamco Inc
N/A
Shares— from 165,104
Change-165,104 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 164,134
Change-164,134 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 161,949
Change-161,949 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 160,662
Change-160,662 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 159,504
Change-159,504 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 157,300
Change-157,300 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 155,704
Change-155,704 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 155,553
Change-155,553 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 155,448
Change-155,448 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 155,206
Change-155,206 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 153,104
Change-153,104 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 152,600
Change-152,600 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 152,452
Change-152,452 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 151,453
Change-151,453 (-100%)
Value—
FIL Ltd
N/A
Shares— from 151,130
Change-151,130 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 149,766
Change-149,766 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 149,343
Change-149,343 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 148,072
Change-148,072 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 147,471
Change-147,471 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 146,638
Change-146,638 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 145,009
Change-145,009 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 144,880
Change-144,880 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 143,955
Change-143,955 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 142,504
Change-142,504 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 139,098
Change-139,098 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 137,460
Change-137,460 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 137,444
Change-137,444 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 135,291
Change-135,291 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 135,256
Change-135,256 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 135,251
Change-135,251 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 133,854
Change-133,854 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 132,744
Change-132,744 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 132,436
Change-132,436 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 131,121
Change-131,121 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 130,103
Change-130,103 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 130,000
Change-130,000 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 126,242
Change-126,242 (-100%)
Value—
Prudential PLC
N/A
Shares— from 125,702
Change-125,702 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 124,683
Change-124,683 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 124,599
Change-124,599 (-100%)
Value—
Shellback Capital, LP
N/A
Shares— from 123,900
Change-123,900 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 120,237
Change-120,237 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 119,926
Change-119,926 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 119,127
Change-119,127 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 119,059
Change-119,059 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 118,750
Change-118,750 (-100%)
Value—
Ossiam
N/A
Shares— from 118,117
Change-118,117 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 114,022
Change-114,022 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 110,517
Change-110,517 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 109,427
Change-109,427 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 109,176
Change-109,176 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 108,804
Change-108,804 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 108,127
Change-108,127 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 106,516
Change-106,516 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 106,166
Change-106,166 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 104,756
Change-104,756 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 104,493
Change-104,493 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 103,377
Change-103,377 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 103,215
Change-103,215 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 102,425
Change-102,425 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 102,289
Change-102,289 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 100,902
Change-100,902 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 100,879
Change-100,879 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 98,688
Change-98,688 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 98,409
Change-98,409 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 98,332
Change-98,332 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 97,906
Change-97,906 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 97,381
Change-97,381 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 97,000
Change-97,000 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 96,664
Change-96,664 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 96,438
Change-96,438 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 96,379
Change-96,379 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 93,811
Change-93,811 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 93,049
Change-93,049 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 89,985
Change-89,985 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 89,709
Change-89,709 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 88,841
Change-88,841 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 88,424
Change-88,424 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 87,215
Change-87,215 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 86,670
Change-86,670 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 85,091
Change-85,091 (-100%)
Value—
Summitry LLC
N/A
Shares— from 83,036
Change-83,036 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 82,960
Change-82,960 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 82,588
Change-82,588 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 81,949
Change-81,949 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 81,328
Change-81,328 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 80,908
Change-80,908 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 80,881
Change-80,881 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 79,852
Change-79,852 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 78,862
Change-78,862 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 78,138
Change-78,138 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 77,978
Change-77,978 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 77,614
Change-77,614 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 77,227
Change-77,227 (-100%)
Value—
LBP AM SA
N/A
Shares— from 77,029
Change-77,029 (-100%)
Value—
LGT Capital Partners Ltd.
N/A
Shares— from 76,604
Change-76,604 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 75,444
Change-75,444 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 75,320
Change-75,320 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 74,904
Change-74,904 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 74,716
Change-74,716 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 74,493
Change-74,493 (-100%)
Value—
Allstate Corp
N/A
Shares— from 73,799
Change-73,799 (-100%)
Value—
Benchstone Capital Management LP
N/A
Shares— from 71,202
Change-71,202 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 71,169
Change-71,169 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 70,912
Change-70,912 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 70,010
Change-70,010 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 69,876
Change-69,876 (-100%)
Value—
Stephens Inc
N/A
Shares— from 69,873
Change-69,873 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 69,721
Change-69,721 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 69,252
Change-69,252 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 69,193
Change-69,193 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 68,450
Change-68,450 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 68,420
Change-68,420 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 67,765
Change-67,765 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 67,560
Change-67,560 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 66,845
Change-66,845 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 64,783
Change-64,783 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 64,211
Change-64,211 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 63,599
Change-63,599 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 62,944
Change-62,944 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 62,857
Change-62,857 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 62,616
Change-62,616 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 62,423
Change-62,423 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 62,212
Change-62,212 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 61,801
Change-61,801 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 60,826
Change-60,826 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 60,363
Change-60,363 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 60,269
Change-60,269 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 59,885
Change-59,885 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 58,983
Change-58,983 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 58,504
Change-58,504 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 57,980
Change-57,980 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 57,795
Change-57,795 (-100%)
Value—
Cornerstone Advisors, LLC
N/A
Shares— from 57,750
Change-57,750 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 57,732
Change-57,732 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 57,039
Change-57,039 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 56,256
Change-56,256 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 55,880
Change-55,880 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 54,554
Change-54,554 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 54,050
Change-54,050 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 53,555
Change-53,555 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 53,178
Change-53,178 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 52,994
Change-52,994 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 52,801
Change-52,801 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 52,776
Change-52,776 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 51,369
Change-51,369 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 50,908
Change-50,908 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 50,201
Change-50,201 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 49,850
Change-49,850 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 49,735
Change-49,735 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 49,606
Change-49,606 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 49,348
Change-49,348 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 49,096
Change-49,096 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 49,000
Change-49,000 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 48,680
Change-48,680 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 48,613
Change-48,613 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 48,486
Change-48,486 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 47,992
Change-47,992 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 47,579
Change-47,579 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 47,502
Change-47,502 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 47,419
Change-47,419 (-100%)
Value—
Man Group plc
N/A
Shares— from 46,660
Change-46,660 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 46,173
Change-46,173 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 45,946
Change-45,946 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 45,600
Change-45,600 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 45,437
Change-45,437 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 44,769
Change-44,769 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 44,613
Change-44,613 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 44,499
Change-44,499 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 43,924
Change-43,924 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 43,761
Change-43,761 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 43,642
Change-43,642 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 43,545
Change-43,545 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 43,435
Change-43,435 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 43,239
Change-43,239 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 43,155
Change-43,155 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 42,404
Change-42,404 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 42,396
Change-42,396 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 42,380
Change-42,380 (-100%)
Value—
BNP Paribas
N/A
Shares— from 42,182
Change-42,182 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 42,080
Change-42,080 (-100%)
Value—
EFG International AG
N/A
Shares— from 42,071
Change-42,071 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 42,006
Change-42,006 (-100%)
Value—
Allianz SE
N/A
Shares— from 41,926
Change-41,926 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 41,359
Change-41,359 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 40,588
Change-40,588 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 40,310
Change-40,310 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 39,637
Change-39,637 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 39,285
Change-39,285 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 39,088
Change-39,088 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 38,909
Change-38,909 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 38,855
Change-38,855 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 38,600
Change-38,600 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 38,443
Change-38,443 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 38,260
Change-38,260 (-100%)
Value—
Avalon Global Asset Management LLC
N/A
Shares— from 38,200
Change-38,200 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 38,073
Change-38,073 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 37,908
Change-37,908 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 37,309
Change-37,309 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 37,235
Change-37,235 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 37,073
Change-37,073 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 36,949
Change-36,949 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 36,530
Change-36,530 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 36,384
Change-36,384 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 36,365
Change-36,365 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 36,287
Change-36,287 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 36,251
Change-36,251 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 36,170
Change-36,170 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 36,132
Change-36,132 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 36,073
Change-36,073 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 35,953
Change-35,953 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 35,713
Change-35,713 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 35,594
Change-35,594 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 35,498
Change-35,498 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 35,145
Change-35,145 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 35,062
Change-35,062 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 35,049
Change-35,049 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 34,935
Change-34,935 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 34,656
Change-34,656 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 34,510
Change-34,510 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 34,455
Change-34,455 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 34,450
Change-34,450 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 34,424
Change-34,424 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 33,798
Change-33,798 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 33,732
Change-33,732 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 33,146
Change-33,146 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 32,961
Change-32,961 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 32,569
Change-32,569 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 32,539
Change-32,539 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 32,316
Change-32,316 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 32,100
Change-32,100 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 31,935
Change-31,935 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 31,921
Change-31,921 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 31,906
Change-31,906 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 31,887
Change-31,887 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 31,465
Change-31,465 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 31,235
Change-31,235 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 31,207
Change-31,207 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 31,165
Change-31,165 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 31,028
Change-31,028 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 30,950
Change-30,950 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 30,769
Change-30,769 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 30,522
Change-30,522 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 30,465
Change-30,465 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 29,999
Change-29,999 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 29,932
Change-29,932 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 29,562
Change-29,562 (-100%)
Value—
Long Pond Capital, LP
N/A
Shares— from 29,500
Change-29,500 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 29,410
Change-29,410 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 29,180
Change-29,180 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 29,006
Change-29,006 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 28,832
Change-28,832 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 28,784
Change-28,784 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 28,735
Change-28,735 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 28,705
Change-28,705 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 28,217
Change-28,217 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 28,142
Change-28,142 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 27,828
Change-27,828 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 27,776
Change-27,776 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 27,594
Change-27,594 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 27,446
Change-27,446 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 27,280
Change-27,280 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 26,703
Change-26,703 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 26,482
Change-26,482 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 26,470
Change-26,470 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 26,449
Change-26,449 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 26,422
Change-26,422 (-100%)
Value—
Carmignac Gestion
N/A
Shares— from 26,374
Change-26,374 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 26,281
Change-26,281 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 26,163
Change-26,163 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 26,136
Change-26,136 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 26,085
Change-26,085 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 25,940
Change-25,940 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 25,858
Change-25,858 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 25,734
Change-25,734 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 25,558
Change-25,558 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 25,396
Change-25,396 (-100%)
Value—
Simmons Bank
N/A
Shares— from 25,317
Change-25,317 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 24,866
Change-24,866 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 24,834
Change-24,834 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 24,726
Change-24,726 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 24,638
Change-24,638 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 24,619
Change-24,619 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 24,564
Change-24,564 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 24,467
Change-24,467 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 24,461
Change-24,461 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 24,423
Change-24,423 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 24,396
Change-24,396 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 24,383
Change-24,383 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 24,373
Change-24,373 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 24,142
Change-24,142 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 24,131
Change-24,131 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 24,025
Change-24,025 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 23,997
Change-23,997 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 23,950
Change-23,950 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 23,559
Change-23,559 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 23,493
Change-23,493 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 23,438
Change-23,438 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 23,417
Change-23,417 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 23,359
Change-23,359 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 23,204
Change-23,204 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 23,160
Change-23,160 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 23,018
Change-23,018 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 22,977
Change-22,977 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 22,943
Change-22,943 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 22,850
Change-22,850 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 22,775
Change-22,775 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 22,753
Change-22,753 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 22,745
Change-22,745 (-100%)
Value—
Socorro Asset Management LP
N/A
Shares— from 22,660
Change-22,660 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 22,524
Change-22,524 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 22,484
Change-22,484 (-100%)
Value—
Dodge & COX
N/A
Shares— from 22,382
Change-22,382 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 22,346
Change-22,346 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 22,187
Change-22,187 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 21,827
Change-21,827 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 21,448
Change-21,448 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 21,443
Change-21,443 (-100%)
Value—
S&CO Inc
N/A
Shares— from 20,887
Change-20,887 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 20,850
Change-20,850 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 20,844
Change-20,844 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 20,744
Change-20,744 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 20,572
Change-20,572 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 20,395
Change-20,395 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 20,339
Change-20,339 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 20,297
Change-20,297 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 20,254
Change-20,254 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 20,167
Change-20,167 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 20,113
Change-20,113 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 20,038
Change-20,038 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 19,812
Change-19,812 (-100%)
Value—
Natixis
N/A
Shares— from 19,774
Change-19,774 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 19,705
Change-19,705 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 19,412
Change-19,412 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 19,250
Change-19,250 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 19,131
Change-19,131 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 19,110
Change-19,110 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 19,043
Change-19,043 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 18,726
Change-18,726 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 18,390
Change-18,390 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 18,337
Change-18,337 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 18,273
Change-18,273 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 18,244
Change-18,244 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 18,046
Change-18,046 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 18,030
Change-18,030 (-100%)
Value—
Infusive Asset Management Inc.
N/A
Shares— from 18,029
Change-18,029 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 17,902
Change-17,902 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 17,847
Change-17,847 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 17,823
Change-17,823 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 17,811
Change-17,811 (-100%)
Value—
Calydon Capital
N/A
Shares— from 17,778
Change-17,778 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 17,734
Change-17,734 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 17,390
Change-17,390 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 17,350
Change-17,350 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 17,316
Change-17,316 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 17,302
Change-17,302 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 17,234
Change-17,234 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 17,232
Change-17,232 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 17,182
Change-17,182 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 17,115
Change-17,115 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 17,088
Change-17,088 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 16,961
Change-16,961 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 16,929
Change-16,929 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 16,880
Change-16,880 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 16,855
Change-16,855 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 16,810
Change-16,810 (-100%)
Value—
Empire Life Investments Inc.
N/A
Shares— from 16,784
Change-16,784 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 16,711
Change-16,711 (-100%)
Value—
Mizuho Markets Cayman LP
N/A
Shares— from 16,688
Change-16,688 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 16,683
Change-16,683 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 16,479
Change-16,479 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 16,467
Change-16,467 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 16,447
Change-16,447 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 16,402
Change-16,402 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 16,240
Change-16,240 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 16,182
Change-16,182 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 16,150
Change-16,150 (-100%)
Value—
Motco
N/A
Shares— from 16,091
Change-16,091 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 16,038
Change-16,038 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 16,012
Change-16,012 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 15,985
Change-15,985 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 15,949
Change-15,949 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 15,947
Change-15,947 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 15,885
Change-15,885 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 15,883
Change-15,883 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 15,837
Change-15,837 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 15,799
Change-15,799 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 15,766
Change-15,766 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 15,648
Change-15,648 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 15,566
Change-15,566 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 15,530
Change-15,530 (-100%)
Value—
St. Nicholas Private Asset Management, Inc
N/A
Shares— from 15,377
Change-15,377 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 15,286
Change-15,286 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 15,169
Change-15,169 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 15,056
Change-15,056 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 15,033
Change-15,033 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 14,952
Change-14,952 (-100%)
Value—
Magellan Asset Management Ltd
N/A
Shares— from 14,775
Change-14,775 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 14,762
Change-14,762 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 14,670
Change-14,670 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 14,655
Change-14,655 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 14,632
Change-14,632 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 14,462
Change-14,462 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 14,403
Change-14,403 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 14,386
Change-14,386 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 14,194
Change-14,194 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 14,039
Change-14,039 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 14,006
Change-14,006 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 13,927
Change-13,927 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 13,851
Change-13,851 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 13,839
Change-13,839 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 13,765
Change-13,765 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 13,762
Change-13,762 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 13,648
Change-13,648 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 13,578
Change-13,578 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 13,578
Change-13,578 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 13,548
Change-13,548 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 13,534
Change-13,534 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 13,487
Change-13,487 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 13,449
Change-13,449 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 13,439
Change-13,439 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 13,314
Change-13,314 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 13,197
Change-13,197 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 13,124
Change-13,124 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 13,072
Change-13,072 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 13,021
Change-13,021 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 12,954
Change-12,954 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 12,892
Change-12,892 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 12,819
Change-12,819 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 12,798
Change-12,798 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,713
Change-12,713 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 12,597
Change-12,597 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 12,570
Change-12,570 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 12,535
Change-12,535 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 12,526
Change-12,526 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 12,398
Change-12,398 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 12,340
Change-12,340 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 12,328
Change-12,328 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 12,291
Change-12,291 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 12,164
Change-12,164 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 12,090
Change-12,090 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 12,085
Change-12,085 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 12,083
Change-12,083 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 11,910
Change-11,910 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 11,884
Change-11,884 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 11,826
Change-11,826 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 11,784
Change-11,784 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 11,740
Change-11,740 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 11,709
Change-11,709 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 11,708
Change-11,708 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 11,636
Change-11,636 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 11,590
Change-11,590 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 11,580
Change-11,580 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 11,479
Change-11,479 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 11,475
Change-11,475 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 11,446
Change-11,446 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 11,402
Change-11,402 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 11,334
Change-11,334 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 11,293
Change-11,293 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 11,225
Change-11,225 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 11,210
Change-11,210 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 11,101
Change-11,101 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 11,092
Change-11,092 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 11,071
Change-11,071 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 11,068
Change-11,068 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 11,045
Change-11,045 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 11,011
Change-11,011 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 10,966
Change-10,966 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 10,954
Change-10,954 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 10,943
Change-10,943 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 10,899
Change-10,899 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 10,818
Change-10,818 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 10,711
Change-10,711 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 10,696
Change-10,696 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 10,654
Change-10,654 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,566
Change-10,566 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 10,547
Change-10,547 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 10,546
Change-10,546 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 10,521
Change-10,521 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 10,429
Change-10,429 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 10,403
Change-10,403 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 10,364
Change-10,364 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 10,331
Change-10,331 (-100%)
Value—
Legacy Trust
N/A
Shares— from 10,321
Change-10,321 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 10,287
Change-10,287 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 10,270
Change-10,270 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 10,248
Change-10,248 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 10,224
Change-10,224 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 10,175
Change-10,175 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 10,173
Change-10,173 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 10,050
Change-10,050 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 10,047
Change-10,047 (-100%)
Value—
Platinum Investment Management LTD
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 9,948
Change-9,948 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 9,843
Change-9,843 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 9,838
Change-9,838 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 9,813
Change-9,813 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 9,780
Change-9,780 (-100%)
Value—
Boston Partners
N/A
Shares— from 9,778
Change-9,778 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 9,731
Change-9,731 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 9,628
Change-9,628 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 9,576
Change-9,576 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 9,560
Change-9,560 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 9,509
Change-9,509 (-100%)
Value—
S-Bank Fund Management Ltd
N/A
Shares— from 9,437
Change-9,437 (-100%)
Value—
Harber Asset Management LLC
N/A
Shares— from 9,420
Change-9,420 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 9,365
Change-9,365 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 9,359
Change-9,359 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 9,249
Change-9,249 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 9,170
Change-9,170 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 9,132
Change-9,132 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 9,091
Change-9,091 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 9,063
Change-9,063 (-100%)
Value—
Sentinel Dome Partners, LLC
N/A
Shares— from 9,050
Change-9,050 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 9,045
Change-9,045 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 9,043
Change-9,043 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 9,024
Change-9,024 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 9,011
Change-9,011 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 9,001
Change-9,001 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 8,950
Change-8,950 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 8,942
Change-8,942 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 8,934
Change-8,934 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 8,928
Change-8,928 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 8,873
Change-8,873 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 8,866
Change-8,866 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,847
Change-8,847 (-100%)
Value—
American Trust
N/A
Shares— from 8,820
Change-8,820 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 8,809
Change-8,809 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 8,805
Change-8,805 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 8,798
Change-8,798 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 8,766
Change-8,766 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 8,743
Change-8,743 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 8,683
Change-8,683 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 8,643
Change-8,643 (-100%)
Value—
CNB Bank
N/A
Shares— from 8,616
Change-8,616 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
Bontempo Ohly Capital Mgmt LLC
N/A
Shares— from 8,575
Change-8,575 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 8,568
Change-8,568 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 8,556
Change-8,556 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 8,552
Change-8,552 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 8,439
Change-8,439 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 8,365
Change-8,365 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 8,349
Change-8,349 (-100%)
Value—
Decatur Capital Management, Inc.
N/A
Shares— from 8,335
Change-8,335 (-100%)
Value—
Nwam LLC
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 8,272
Change-8,272 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 8,265
Change-8,265 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 8,245
Change-8,245 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 8,206
Change-8,206 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 8,160
Change-8,160 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 8,140
Change-8,140 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 8,136
Change-8,136 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 8,093
Change-8,093 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 8,085
Change-8,085 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 8,033
Change-8,033 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 8,015
Change-8,015 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 8,007
Change-8,007 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 7,976
Change-7,976 (-100%)
Value—
Dockside LLC
N/A
Shares— from 7,968
Change-7,968 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 7,925
Change-7,925 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 7,924
Change-7,924 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 7,882
Change-7,882 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 7,845
Change-7,845 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 7,839
Change-7,839 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 7,818
Change-7,818 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 7,774
Change-7,774 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 7,737
Change-7,737 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 7,655
Change-7,655 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 7,639
Change-7,639 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 7,629
Change-7,629 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 7,567
Change-7,567 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 7,540
Change-7,540 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 7,495
Change-7,495 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 7,492
Change-7,492 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 7,448
Change-7,448 (-100%)
Value—
Ames National Corp
N/A
Shares— from 7,392
Change-7,392 (-100%)
Value—
Waratah Capital Advisors Ltd.
N/A
Shares— from 7,373
Change-7,373 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 7,362
Change-7,362 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 7,343
Change-7,343 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 7,308
Change-7,308 (-100%)
Value—
Masterton Capital Management, LP
N/A
Shares— from 7,280
Change-7,280 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 7,162
Change-7,162 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 7,155
Change-7,155 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 7,121
Change-7,121 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 7,113
Change-7,113 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 7,095
Change-7,095 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 7,059
Change-7,059 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 7,047
Change-7,047 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 7,038
Change-7,038 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 7,021
Change-7,021 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 7,011
Change-7,011 (-100%)
Value—
Kentucky Farm Bureau Mutual Insurance Co
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 6,942
Change-6,942 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 6,919
Change-6,919 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 6,875
Change-6,875 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 6,869
Change-6,869 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 6,829
Change-6,829 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 6,797
Change-6,797 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 6,710
Change-6,710 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 6,707
Change-6,707 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 6,646
Change-6,646 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 6,628
Change-6,628 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 6,592
Change-6,592 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 6,578
Change-6,578 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 6,540
Change-6,540 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 6,536
Change-6,536 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 6,496
Change-6,496 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 6,490
Change-6,490 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 6,480
Change-6,480 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 6,464
Change-6,464 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 6,462
Change-6,462 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 6,415
Change-6,415 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,394
Change-6,394 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 6,384
Change-6,384 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,335
Change-6,335 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 6,320
Change-6,320 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 6,312
Change-6,312 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 6,305
Change-6,305 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 6,294
Change-6,294 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 6,276
Change-6,276 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,251
Change-6,251 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 6,230
Change-6,230 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 6,181
Change-6,181 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,137
Change-6,137 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 6,125
Change-6,125 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 6,107
Change-6,107 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 6,106
Change-6,106 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 6,085
Change-6,085 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 6,054
Change-6,054 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 6,054
Change-6,054 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 6,041
Change-6,041 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 6,039
Change-6,039 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 6,018
Change-6,018 (-100%)
Value—
Westfield Capital Management Co LP
N/A
Shares— from 6,017
Change-6,017 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 6,003
Change-6,003 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 5,998
Change-5,998 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 5,991
Change-5,991 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 5,961
Change-5,961 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 5,952
Change-5,952 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 5,933
Change-5,933 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 5,908
Change-5,908 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 5,896
Change-5,896 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 5,871
Change-5,871 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 5,859
Change-5,859 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 5,849
Change-5,849 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,826
Change-5,826 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 5,826
Change-5,826 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 5,782
Change-5,782 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 5,752
Change-5,752 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 5,752
Change-5,752 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 5,744
Change-5,744 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 5,733
Change-5,733 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 5,729
Change-5,729 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 5,727
Change-5,727 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 5,676
Change-5,676 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 5,666
Change-5,666 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 5,653
Change-5,653 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 5,627
Change-5,627 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 5,614
Change-5,614 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 5,574
Change-5,574 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 5,557
Change-5,557 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 5,540
Change-5,540 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 5,540
Change-5,540 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 5,533
Change-5,533 (-100%)
Value—
Brant Point Investment Management LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 5,497
Change-5,497 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 5,448
Change-5,448 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 5,437
Change-5,437 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 5,401
Change-5,401 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 5,377
Change-5,377 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 5,345
Change-5,345 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 5,291
Change-5,291 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,270
Change-5,270 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 5,269
Change-5,269 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 5,242
Change-5,242 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 5,238
Change-5,238 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 5,222
Change-5,222 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,147
Change-5,147 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 5,136
Change-5,136 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 5,110
Change-5,110 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 5,102
Change-5,102 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 5,062
Change-5,062 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 5,038
Change-5,038 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,008
Change-5,008 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 4,934
Change-4,934 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 4,919
Change-4,919 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 4,907
Change-4,907 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,790
Change-4,790 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 4,788
Change-4,788 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 4,781
Change-4,781 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 4,776
Change-4,776 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 4,766
Change-4,766 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 4,756
Change-4,756 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 4,754
Change-4,754 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 4,740
Change-4,740 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 4,726
Change-4,726 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 4,719
Change-4,719 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 4,647
Change-4,647 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 4,634
Change-4,634 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 4,609
Change-4,609 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 4,603
Change-4,603 (-100%)
Value—
CIM, LLC
N/A
Shares— from 4,583
Change-4,583 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 4,579
Change-4,579 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 4,562
Change-4,562 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,559
Change-4,559 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 4,428
Change-4,428 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 4,417
Change-4,417 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 4,401
Change-4,401 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 4,381
Change-4,381 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 4,354
Change-4,354 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 4,338
Change-4,338 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 4,331
Change-4,331 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Vela Investment Management, LLC
N/A
Shares— from 4,293
Change-4,293 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 4,289
Change-4,289 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 4,271
Change-4,271 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 4,251
Change-4,251 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 4,251
Change-4,251 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 4,235
Change-4,235 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 4,230
Change-4,230 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 4,228
Change-4,228 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,225
Change-4,225 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,223
Change-4,223 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,220
Change-4,220 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 4,207
Change-4,207 (-100%)
Value—
Opus Investment Management Inc
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 4,176
Change-4,176 (-100%)
Value—
Bank OZK
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 4,121
Change-4,121 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 4,121
Change-4,121 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 4,094
Change-4,094 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 4,082
Change-4,082 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 4,080
Change-4,080 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 4,017
Change-4,017 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,938
Change-3,938 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 3,926
Change-3,926 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 3,913
Change-3,913 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 3,898
Change-3,898 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 3,895
Change-3,895 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 3,866
Change-3,866 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,859
Change-3,859 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 3,850
Change-3,850 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 3,820
Change-3,820 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 3,804
Change-3,804 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 3,788
Change-3,788 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 3,752
Change-3,752 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 3,751
Change-3,751 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 3,744
Change-3,744 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
Invst, LLC
N/A
Shares— from 3,719
Change-3,719 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 3,716
Change-3,716 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 3,699
Change-3,699 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 3,695
Change-3,695 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 3,691
Change-3,691 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 3,689
Change-3,689 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 3,670
Change-3,670 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 3,624
Change-3,624 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 3,571
Change-3,571 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Rogco, LP
N/A
Shares— from 3,513
Change-3,513 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,463
Change-3,463 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 3,432
Change-3,432 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,432
Change-3,432 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,428
Change-3,428 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 3,426
Change-3,426 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 3,416
Change-3,416 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
United Bank
N/A
Shares— from 3,394
Change-3,394 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
Sandler Capital Management
N/A
Shares— from 3,384
Change-3,384 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 3,384
Change-3,384 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 3,382
Change-3,382 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,382
Change-3,382 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 3,360
Change-3,360 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,329
Change-3,329 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 3,275
Change-3,275 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 3,263
Change-3,263 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 3,263
Change-3,263 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 3,237
Change-3,237 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 3,228
Change-3,228 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,179
Change-3,179 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 3,175
Change-3,175 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Optas, LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,053
Change-3,053 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 2,983
Change-2,983 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 2,972
Change-2,972 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 2,964
Change-2,964 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,952
Change-2,952 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 2,945
Change-2,945 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 2,902
Change-2,902 (-100%)
Value—
United Bank
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 2,891
Change-2,891 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 2,888
Change-2,888 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 2,873
Change-2,873 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 2,848
Change-2,848 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,845
Change-2,845 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 2,844
Change-2,844 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 2,781
Change-2,781 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,726
Change-2,726 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Windle Wealth, LLC
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 2,711
Change-2,711 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,636
Change-2,636 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 2,606
Change-2,606 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
New Vernon Investment Management LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,474
Change-2,474 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Barr E S & Co
N/A
Shares— from 2,449
Change-2,449 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 2,402
Change-2,402 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 2,398
Change-2,398 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 2,393
Change-2,393 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 2,379
Change-2,379 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 2,366
Change-2,366 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 2,365
Change-2,365 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
Bank of Marin
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Croban
N/A
Shares— from 2,299
Change-2,299 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 2,290
Change-2,290 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 2,269
Change-2,269 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 2,181
Change-2,181 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 2,169
Change-2,169 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 2,141
Change-2,141 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 2,099
Change-2,099 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,073
Change-2,073 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 2,044
Change-2,044 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 2,019
Change-2,019 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 2,018
Change-2,018 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 1,981
Change-1,981 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 1,954
Change-1,954 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 1,908
Change-1,908 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 1,876
Change-1,876 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 1,809
Change-1,809 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 1,768
Change-1,768 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Campbell Capital Management Inc
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
Clearline Capital LP
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,708
Change-1,708 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 1,644
Change-1,644 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 1,622
Change-1,622 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 1,622
Change-1,622 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,604
Change-1,604 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,509
Change-1,509 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 1,447
Change-1,447 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 1,396
Change-1,396 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 1,384
Change-1,384 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 1,329
Change-1,329 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,326
Change-1,326 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
BCV Asset Management Inc.
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 1,306
Change-1,306 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
GHE, LLC
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 1,256
Change-1,256 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,193
Change-1,193 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Oakmont Corp
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,029
Change-1,029 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Brooktree Capital Management
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 989
Change-989 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 987
Change-987 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 982
Change-982 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 977
Change-977 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 975
Change-975 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 973
Change-973 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 964
Change-964 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 957
Change-957 (-100%)
Value—
Warburton Capital Management, LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 952
Change-952 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 951
Change-951 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 939
Change-939 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 931
Change-931 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 928
Change-928 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 926
Change-926 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 926
Change-926 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 922
Change-922 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 922
Change-922 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 921
Change-921 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 915
Change-915 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 914
Change-914 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 897
Change-897 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 895
Change-895 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 893
Change-893 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 873
Change-873 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 864
Change-864 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 861
Change-861 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 851
Change-851 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 850
Change-850 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 849
Change-849 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 847
Change-847 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 845
Change-845 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
HBE Wealth Management, LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 832
Change-832 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 825
Change-825 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 824
Change-824 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 814
Change-814 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 810
Change-810 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 803
Change-803 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 801
Change-801 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 797
Change-797 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 791
Change-791 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 790
Change-790 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 789
Change-789 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 786
Change-786 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 785
Change-785 (-100%)
Value—
Toews Corp
N/A
Shares— from 782
Change-782 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 782
Change-782 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 780
Change-780 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 778
Change-778 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 777
Change-777 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 771
Change-771 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 771
Change-771 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 768
Change-768 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 767
Change-767 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 767
Change-767 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 765
Change-765 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 762
Change-762 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 761
Change-761 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 760
Change-760 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 758
Change-758 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 757
Change-757 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 754
Change-754 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 749
Change-749 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 736
Change-736 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 733
Change-733 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 730
Change-730 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 728
Change-728 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 721
Change-721 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 719
Change-719 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 716
Change-716 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 714
Change-714 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 711
Change-711 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 707
Change-707 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 706
Change-706 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 698
Change-698 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 691
Change-691 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 685
Change-685 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 681
Change-681 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 680
Change-680 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 679
Change-679 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 677
Change-677 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 677
Change-677 (-100%)
Value—
Caden Capital Partners, LP
N/A
Shares— from 676
Change-676 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 674
Change-674 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 664
Change-664 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 663
Change-663 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 640
Change-640 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Elite Life Management LLC
N/A
Shares— from 637
Change-637 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 637
Change-637 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 636
Change-636 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 625
Change-625 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 624
Change-624 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 622
Change-622 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 622
Change-622 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 616
Change-616 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 598
Change-598 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 587
Change-587 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 586
Change-586 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 586
Change-586 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 579
Change-579 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 577
Change-577 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 574
Change-574 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 574
Change-574 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 571
Change-571 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 570
Change-570 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 564
Change-564 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 557
Change-557 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 552
Change-552 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 547
Change-547 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 526
Change-526 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 517
Change-517 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 514
Change-514 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 411
Change-411 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 410
Change-410 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 399
Change-399 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 386
Change-386 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 376
Change-376 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 354
Change-354 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 328
Change-328 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 322
Change-322 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 312
Change-312 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
NCP Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 296
Change-296 (-100%)
Value—
S&T Bank
N/A
Shares— from 293
Change-293 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 266
Change-266 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 264
Change-264 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 261
Change-261 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 237
Change-237 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 223
Change-223 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 215
Change-215 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 211
Change-211 (-100%)
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Walsh & Associates, LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 197
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Value—
Collier Financial
N/A
Shares— from 192
Change-192 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 183
Change-183 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 183
Change-183 (-100%)
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Highland Investment Advisors LLC
N/A
Shares— from 181
Change-181 (-100%)
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Copia Wealth Management
N/A
Shares— from 175
Change-175 (-100%)
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Sankala Group LLC
N/A
Shares— from 173
Change-173 (-100%)
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Graney & King, LLC
N/A
Shares— from 156
Change-156 (-100%)
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Winch Advisory Services, LLC
N/A
Shares— from 127
Change-127 (-100%)
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Quantum Portfolio Management LLC
N/A
Shares— from 125
Change-125 (-100%)
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Kerr Financial Planning Corp
N/A
Shares— from 119
Change-119 (-100%)
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Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 106
Change-106 (-100%)
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Gould Capital, LLC
N/A
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Marshall Investment Management, LLC
N/A
Shares— from 100
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Benson Wealth Management Inc
N/A
Shares— from 99
Change-99 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 97
Change-97 (-100%)
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1248 Management, LLC
N/A
Shares— from 96
Change-96 (-100%)
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Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 84
Change-84 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 80
Change-80 (-100%)
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Riverview Trust Co
N/A
Shares— from 75
Change-75 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 68
Change-68 (-100%)
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Investors Portfolio Services LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 61
Change-61 (-100%)
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KEB Asset Management, LLC
N/A
Shares— from 61
Change-61 (-100%)
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C M Bidwell & Associates LTD
N/A
Shares— from 56
Change-56 (-100%)
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Caitlin John, LLC
N/A
Shares— from 50
Change-50 (-100%)
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Oakmont Advisory Group, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 31
Change-31 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 30
Change-30 (-100%)
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Westend Capital Management, LLC
N/A
Shares— from 30
Change-30 (-100%)
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180 GPS Investments IC Ltd
N/A
Shares— from 29
Change-29 (-100%)
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Itau Unibanco Holding S.A.
N/A
Shares— from 27
Change-27 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 10
Change-10 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 7
Change-7 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
Quarry LP
N/A
Shares— from 5
Change-5 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Bank of New York Mellon Corp
DECREASED7,781,5367,875,115-93,579-1%$2.8B$2.2B-$563.6M2026-11-05
Dimensional Fund Advisors LP
INCREASED5,503,5225,470,070+33,452+1%$1.9B$1.6B-$363.3M2026-11-04
PNC Financial Services Group, Inc.
DECREASED2,993,7543,163,734-169,980-5%$1.1B$851.7M-$264.1M2026-11-06
Assenagon Asset Management S.A.
INCREASED2,707,961362,225+2,345,736+648%$127.7M$770.4M+$642.6M2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED2,694,9092,541,157+153,752+6%$896.2M$766.7M-$129.5M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED2,332,5482,372,777-40,229-2%$836.8M$663.6M-$173.2M2026-10-29
Citigroup Inc
INCREASED1,778,7241,327,350+451,374+34%$468.1M$506.0M+$37.9M2026-11-04
Swedbank AB
DECREASED1,472,6301,973,831-501,201-25%$696.1M$418.9M-$277.2M2026-10-27
DekaBank Deutsche Girozentrale
INCREASED1,379,683840,158+539,525+64%$271.9K$397.2K+$125.3K2026-10-27
Fifth Third Bancorp
DECREASED1,249,0751,391,132-142,057-10%$490.6M$355.3M-$135.3M2026-11-05
US Bancorp \de\
DECREASED1,230,5111,269,451-38,940-3%$447.7M$350.1M-$97.6M2026-11-05
Parnassus Investments, LLC
DECREASED1,171,3651,847,853-676,488-37%$651.7M$333.2M-$318.5M2026-10-22
Bahl & Gaynor LLC
DECREASED1,132,9971,153,676-20,679-2%$406.9M$322.3M-$84.6M2026-11-05
King Luther Capital Management Corp
DECREASED1,108,8161,154,091-45,275-4%$407.0M$315.4M-$91.6M2026-11-05
Principal Financial Group Inc
DECREASED1,036,4191,346,127-309,708-23%$474.8M$294.9M-$179.9M2026-11-02
MacKenzie Financial Corp
DECREASED1,025,3131,094,344-69,031-6%$386.0M$291.7M-$94.3M2026-11-02
Markel Group Inc.
INCREASED932,000922,500+9,500+1%$325.3M$265.1M-$60.2M2026-10-30
Truist Financial Corp
DECREASED924,474980,592-56,118-6%$345.8M$263.0M-$82.8M2026-10-30
Mirae Asset Global Investments Co., Ltd.
INCREASED796,707673,912+122,795+18%$237.7M$226.7M-$11.0M2026-11-03
Pictet Asset Management Holding SA
INCREASED764,072735,283+28,789+4%$259.3M$217.5M-$41.8M2026-11-03
New York State Teachers Retirement System
DECREASED698,886724,686-25,800-4%$255.6M$198.8M-$56.8M2026-10-22
HB Wealth Management, LLC
INCREASED684,313680,281+4,032+1%$239.9M$194.7M-$45.2M2026-10-23
OpenArc Corporate Advisory, LLC
INCREASED675,954664,169+11,785+2%$234.2M$192.3M-$41.9M2026-10-21
Sarasin & Partners LLP
DECREASED667,494687,219-19,725-3%$242.4M$189.9M-$52.5M2026-10-13
Provident Trust Co
DECREASED638,771831,190-192,419-23%$293.1M$181.7M-$111.4M2026-10-29
Creative Planning
DECREASED624,069653,261-29,192-4%$230.4M$177.5M-$52.9M2026-11-02
TD Waterhouse Canada Inc.
INCREASED583,791573,864+9,927+2%$201.5M$165.2M-$36.3M2026-10-16
Asset Management One Co., Ltd.
INCREASED531,035521,980+9,055+2%$184.1M$151.1M-$33.0M2026-10-27
Thrivent Financial for Lutherans
DECREASED527,494594,773-67,279-11%$209.8M$150.1M-$59.7M2026-11-05
Commonwealth Equity Services, LLC
DECREASED514,281527,320-13,039-2%$186.0M$146.3M-$39.7M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED494,634442,110+52,524+12%$125.8M$131.4M+$5.6M2026-10-13
PFA Pension, Forsikringsaktieselskab
DECREASED461,429497,542-36,113-7%$175.5M$131.3M-$44.2M2026-11-06
Cardano Risk Management B.V.
INCREASED431,391316,784+114,607+36%$111.7K$122.7M+$122.6M2026-10-20
Vontobel Holding Ltd.
INCREASED430,698404,233+26,465+7%$142.6M$122.5M-$20.0M2026-10-16
Welch & Forbes LLC
DECREASED427,445428,508-1,0630%$151.1M$121.6M-$29.5M2026-11-04
Cincinnati Financial Corp
UNCHANGED426,054426,05400%$150.3M$121.2M-$29.1M2026-11-03
Candriam S.C.A.
INCREASED425,924379,826+46,098+12%$133.8M$121.6M-$12.2M2026-11-03
Keybank National Association
DECREASED399,980410,404-10,424-3%$144.7M$113.8M-$31.0M2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED392,274388,440+3,834+1%$137.0M$111.6M-$25.4M2026-10-20
Eurizon Capital SGR S.p.A.
DECREASED387,682395,718-8,036-2%$139.5M$110.4M-$29.1M2026-11-06
Swiss Life Asset Management Ltd
DECREASED363,247372,947-9,700-3%$131.5M$103.3M-$28.2M2026-11-03
Hamlin Capital Management, LLC
DECREASED361,805407,725-45,920-11%$143.8M$102.9M-$40.9M2026-10-08
Strs Ohio
DECREASED340,657359,142-18,485-5%$126.7M$96.9M-$29.7M2026-10-30
J. Safra Sarasin Holding AG
INCREASED329,292327,267+2,025+1%$109.4M$104.9M-$4.6M2026-10-26
MFF Capital Investments Ltd
UNCHANGED327,920327,92000%$115.7M$93.3M-$22.4M2026-11-05
State of New Jersey Common Pension Fund D
UNCHANGED322,690322,69000%$113.8M$91.8M-$22.0M2026-11-05
CIBC Asset Management Inc
DECREASED312,030312,269-2390%$110.1M$88.8M-$21.4M2026-11-05
Allspring Global Investments Holdings, LLC
DECREASED305,236400,435-95,199-24%$140.5M$86.2M-$54.3M2026-11-04
Confluence Investment Management LLC
DECREASED299,681311,263-11,582-4%$109.8M$85.3M-$24.5M2026-10-01
Nisa Investment Advisors, LLC
INCREASED295,174291,257+3,917+1%$102.7M$84.0M-$18.7M2026-10-20
Mn Services Vermogensbeheer B.V.
INCREASED294,560290,160+4,400+2%$102.3M$83.8K-$102.3M2026-10-08
Czech National Bank
INCREASED286,496283,508+2,988+1%$100.0M$81.5M-$18.5M2026-10-13
Smead Capital Management, Inc.
DECREASED286,495290,159-3,664-1%$102.3M$81.5M-$20.8M2026-10-16
Arizona State Retirement System
INCREASED278,555276,374+2,181+1%$97.5M$79.2M-$18.2M2026-11-03
Calamos Advisors LLC
INCREASED268,336264,087+4,249+2%$93.1M$76.3M-$16.8M2026-11-02
Daiwa Securities Group Inc.
INCREASED267,501261,799+5,702+2%$92.3M$76.1M-$16.2M2026-10-29
Capital Investment Advisors, LLC
DECREASED263,114269,753-6,639-2%$95.1M$74.9M-$20.3M2026-10-22
Xponance LLC
INCREASED261,709252,265+9,444+4%$89.0M$74.5M-$14.5M2026-11-03
Flossbach VON Storch SE
INCREASED255,620191,900+63,720+33%$67.7M$72.7M+$5.0M2026-10-28
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED253,899259,760-5,861-2%$91.6M$72.2M-$19.4M2026-10-15
Gateway Investment Advisers LLC
DECREASED250,737251,114-3770%$88.6M$71.3M-$17.2M2026-10-13
Fort Washington Investment Advisors Inc
INCREASED250,612249,666+946+0%$88.1M$71.3M-$16.8M2026-10-15
State of Michigan Retirement System
DECREASED250,484254,984-4,500-2%$89.9M$71.3M-$18.7M2026-10-27
Lido Advisors, LLC
DECREASED248,377252,215-3,838-2%$89.0M$70.7M-$18.3M2026-11-04
Ferguson Wellman Capital Management, Inc
DECREASED247,876258,640-10,764-4%$91.2M$70.5M-$20.7M2026-10-05
ProShare Advisors LLC
DECREASED244,236247,940-3,704-1%$87.4M$69.5M-$18.0M2026-10-29
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED243,324245,398-2,074-1%$86.5M$69.2M-$17.3M2026-10-23
Nicholas Company, Inc.
INCREASED241,721241,086+635+0%$85.0M$68.8M-$16.3M2026-11-05
SEB Asset Management AB
INCREASED239,030236,889+2,141+1%$83.5M$68.0M-$15.5M2026-11-04
Florida Trust Wealth Management Co
DECREASED237,685244,076-6,391-3%$86.1M$67.6M-$18.5M2026-11-05
Davenport & Co LLC
DECREASED235,948241,932-5,984-2%$85.3M$67.2M-$18.0M2026-10-14
B. Metzler seel. Sohn & Co. AG
DECREASED233,258233,415-1570%$82.3M$66.4M-$16.0M2026-10-30
IFM Investors Pty Ltd
INCREASED232,633225,019+7,614+3%$79.4M$66.2M-$13.2M2026-10-14
KBC Group NV
INCREASED231,067220,944+10,123+5%$77.9M$65.7M-$12.2M2026-10-22
Cincinnati Insurance Co
UNCHANGED226,446226,44600%$79.9M$64.4M-$15.4M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED221,807222,432-6250%$78.4M$63.1M-$15.3M2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED220,297219,996+301+0%$77.6M$62.7M-$14.9M2026-11-03
AGF Management LTD
DECREASED216,472313,383-96,911-31%$110.5M$61.6M-$48.9M2026-11-03
KTF Investments, LLC
DECREASED215,921223,135-7,214-3%$78.7M$61.4M-$17.3M2026-10-23
Retirement Systems of Alabama
DECREASED209,104444,407-235,303-53%$156.7M$59.5M-$97.2M2026-11-04
Welch Group, LLC
INCREASED205,961200,409+5,552+3%$70.7M$58.6M-$12.1M2026-10-29
Midwest Trust Co
INCREASED200,230187,720+12,510+7%$66.2M$57.0M-$9.2M2026-10-22
Regions Financial Corp
DECREASED193,756199,152-5,396-3%$70.2M$55.1M-$15.1M2026-11-05
Value Partners Investments Inc.
INCREASED192,233192,166+67+0%$67.7M$54.7M-$12.9M2026-10-19
Waters Parkerson & Co., LLC
INCREASED191,056187,495+3,561+2%$66.1M$54.4M-$11.8M2026-11-04
Smith Chas P & Associates PA Cpas
INCREASED189,655187,408+2,247+1%$66.1M$58.7M-$7.4M2026-10-22
Amalgamated Bank
DECREASED188,906193,009-4,103-2%$68.1M$53.7M-$14.3M2026-10-23
Neos Investment Management LLC
INCREASED187,036161,689+25,347+16%$57.0M$53.2M-$3.8M2026-11-04
Kestra Advisory Services, LLC
INCREASED185,062174,681+10,381+6%$61.6M$52.6M-$9.0M2026-11-02
Raiffeisen Bank International AG
INCREASED181,969177,769+4,200+2%$62.4M$52.4M-$9.9M2026-10-28
Alecta Tjanstepension Omsesidigt
DECREASED179,500219,100-39,600-18%$77.2M$51.1M-$26.1M2026-11-02
Rakuten Investment Management, Inc.
INCREASED178,971162,910+16,061+10%$57.2M$51.6M-$5.6M2026-10-30
Cullen T Bankers, Inc.
DECREASED172,823176,342-3,519-2%$62.2M$49.2M-$13.0M2026-10-28
Aegon Asset Management UK PLC
DECREASED171,650175,531-3,881-2%$61.9M$48.8M-$13.1M2026-11-04
Compagnie Lombard Odier SCmA
DECREASED171,565197,886-26,321-13%$69.8M$48.8M-$21.0M2026-11-04
Robeco Institutional Asset Management B.V.
INCREASED171,165158,024+13,141+8%$55.7M$48.7M-$7.0M2026-10-20
Woodley Farra Manion Portfolio Management Inc
DECREASED168,096171,865-3,769-2%$60.6M$47.8M-$12.8M2026-11-05
Brookmont Capital Management
DECREASED162,289162,514-2250%$57.3M$46.2M-$11.1M2026-10-23
BI Asset Management Fondsmaeglerselskab A/S
DECREASED160,076161,731-1,655-1%$55.2K$44.0K-$11.1K2026-10-22
Crestwood Advisors Group, LLC
DECREASED159,509165,107-5,598-3%$58.2M$45.4M-$12.9M2026-10-27
Concurrent Investment Advisors, LLC
INCREASED158,859135,438+23,421+17%$47.8M$45.2M-$2.6M2026-10-16
Focused Investors LLC
DECREASED158,400188,500-30,100-16%$66.5M$45.1M-$21.4M2026-10-30
Pinnacle Associates LTD
DECREASED154,719155,404-6850%$54.8M$44.0M-$10.8M2026-10-20
OP Asset Management Ltd
INCREASED151,029111,513+39,516+35%$39.3M$43.0M+$3.6M2026-11-05
Williams Jones Wealth Management, Llc.
DECREASED150,424158,206-7,782-5%$55.8M$42.8M-$13.0M2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED149,706153,764-4,058-3%$54.2M$42.6M-$11.6M2026-10-19
New York Life Investment Management LLC
DECREASED148,445148,880-4350%$52.5M$42.2M-$10.3M2026-11-04
ABN Amro Investment Solutions
DECREASED146,394173,155-26,761-15%$61.1M$41.6M-$19.4M2026-10-21
Heritage Investors Management Corp
DECREASED142,893143,987-1,094-1%$50.8M$40.7M-$10.1M2026-10-29
Oppenheimer & Co Inc
DECREASED142,645143,631-986-1%$50.7M$40.6M-$10.1M2026-10-26
Carnegie Investment Counsel
DECREASED141,029142,423-1,394-1%$48.2M$38.5M-$9.7M2026-10-20
Roffman Miller Associates Inc
INCREASED136,213135,289+924+1%$47.7M$38.8M-$9.0M2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED134,661133,466+1,195+1%$47.0M$38.3M-$8.8M2026-11-05
KCM Investment Advisors LLC
DECREASED134,016135,391-1,375-1%$47.7M$38.1M-$9.6M2026-10-27
Vaughan David Investments LLC
INCREASED132,329128,678+3,651+3%$45.4M$37.6M-$7.7M2026-11-05
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED132,196131,300+896+1%$46.3M$37.6M-$8.7M2026-11-06
Avanza Fonder AB
INCREASED132,045117,928+14,117+12%$41.6M$37.6M-$4.0M2026-10-13
Bank Julius Baer & Co. Ltd, Zurich
INCREASED127,957119,486+8,471+7%$42.2M$36.4M-$5.7M2026-10-29
Temasek Holdings (Private) Ltd
DECREASED126,404252,804-126,400-50%$89.2M$36.0M-$53.2M2026-10-28
Assetmark, Inc
INCREASED125,01073,584+51,426+70%$26.0M$35.6M+$9.6M2026-10-21
Conning Inc.
INCREASED124,602119,852+4,750+4%$42.3M$35.4M-$6.8M2026-10-27
UniSuper Management Pty Ltd
INCREASED123,643108,843+14,800+14%$38.4M$35.2M-$3.2M2026-10-26
Oregon Public Employees Retirement Fund
INCREASED122,522122,422+100+0%$43.2M$34.9M-$8.3M2026-10-30
Waycross Partners, LLC
INCREASED121,55074,437+47,113+63%$26.3M$34.6M+$8.3M2026-11-03
Cardinal Capital Management, Inc.
INCREASED121,238120,109+1,129+1%$42.4M$34.5M-$7.9M2026-10-16
Henshaw Capital LLC
UNCHANGED120,278120,27800%$42.4M$34.2M-$8.2M2026-11-03
MassMutual Private Wealth & Trust, FSB
INCREASED117,228116,796+432+0%$41.2M$33.4M-$7.8M2026-10-05
Kimelman & Baird, LLC
DECREASED115,660116,890-1,230-1%$41.2M$32.9M-$8.3M2026-11-03
Willis Investment Counsel
INCREASED115,428112,868+2,560+2%$39.8M$32.8M-$7.0M2026-10-20
Washington Trust Co
DECREASED114,396115,219-823-1%$40.6M$32.5M-$8.1M2026-10-22
Deprince Race & Zollo Inc
INCREASED113,067102,135+10,932+11%$36.0M$32.2M-$3.9M2026-10-13
Border to Coast Pensions Partnership Ltd
INCREASED112,233101,885+10,348+10%$35.9M$31.9K-$35.9M2026-10-09
Ethic Inc.
INCREASED111,015107,161+3,854+4%$37.8M$31.6M-$6.2M2026-11-03
Apollon Wealth Management, LLC
DECREASED109,806113,702-3,896-3%$40.1M$31.2M-$8.9M2026-10-23
Kestra Private Wealth Services, LLC
DECREASED109,449116,925-7,476-6%$41.2M$31.1M-$10.1M2026-10-30
Yousif Capital Management, LLC
INCREASED106,645106,171+474+0%$37.4M$30.3M-$7.1M2026-10-22
Miller Howard Investments Inc
NEW106,152—+106,152——$30.2M—2026-10-26
Meyer Handelman Co
DECREASED106,146112,636-6,490-6%$39.7M$30.2M-$9.5M2026-10-28
Savant Capital, LLC
INCREASED104,52971,574+32,955+46%$25.2M$29.7M+$4.6M2026-11-06
Mutual of America Capital Management LLC
DECREASED103,971105,397-1,426-1%$37.2M$29.6M-$7.6M2026-10-23
Everett Harris & Co
DECREASED103,938104,626-688-1%$36.9M$29.6M-$7.3M2026-10-28
Reynders McVeigh Capital Management, LLC
INCREASED103,73097,211+6,519+7%$34.3M$29.5M-$4.8M2026-10-30
ASR Vermogensbeheer N.V.
INCREASED102,68699,198+3,488+4%$35.0M$29.2M-$5.8M2026-10-16
Citizens Financial Group Inc
DECREASED100,525104,640-4,115-4%$36.9M$28.6M-$8.3M2026-10-23
NAN Fung Trinity (HK) Ltd
UNCHANGED99,91999,91900%$35.2M$28.4M-$6.8M2026-11-06
Glenview Trust Co
INCREASED98,51776,472+22,045+29%$27.0M$28.0M+$1.1M2026-10-28
Alps Advisors Inc
INCREASED98,40696,050+2,356+2%$33.9M$28.0M-$5.9M2026-11-03
AMG National Trust Bank
DECREASED97,24197,254-130%$34.3M$27.7M-$6.6M2026-11-05
Perigon Wealth Management, LLC
DECREASED97,175102,898-5,723-6%$36.3M$27.6M-$8.6M2026-10-22
ZWJ Investment Counsel Inc
INCREASED95,05491,484+3,570+4%$32.3M$27.0M-$5.2M2026-10-15
State of Alaska, Department of Revenue
DECREASED94,45597,592-3,137-3%$34.4M$26.9K-$34.4M2026-10-15
Crossmark Global Holdings, Inc.
INCREASED92,61390,432+2,181+2%$31.9M$26.3M-$5.5M2026-10-21
Factory Mutual Insurance Co
DECREASED92,100137,500-45,400-33%$48.5M$26.2M-$22.3M2026-10-30
Generali Asset Management SPA SGR
INCREASED91,15885,794+5,364+6%$30.3M$25.9M-$4.3M2026-10-26
Vise Technologies, Inc.
INCREASED90,96576,257+14,708+19%$26.9M$25.9M-$1.0M2026-10-29
Achmea Investment Management B.V.
NEW89,592—+89,592——$25.5M—2026-10-30
First Horizon Corp
INCREASED89,22487,971+1,253+1%$31.0M$25.4M-$5.6M2026-10-26
Bailard, Inc.
DECREASED89,21989,412-1930%$31.5M$25.4M-$6.2M2026-10-13
Daymark Wealth Partners, LLC
DECREASED87,55495,654-8,100-8%$33.7M$24.9M-$8.8M2026-11-04
Eastern Bank
INCREASED86,47586,392+83+0%$30.5M$24.6M-$5.9M2026-10-05
Prime Capital Investment Advisors, LLC
DECREASED86,35093,747-7,397-8%$33.1M$24.6M-$8.5M2026-10-20
Obermeyer Wealth Partners
DECREASED84,23585,888-1,653-2%$30.3M$24.0M-$6.3M2026-10-21
Saratoga Research & Investment Management
DECREASED83,11084,878-1,768-2%$29.9M$23.6M-$6.3M2026-10-16
Badgley Phelps Wealth Managers, LLC
DECREASED81,98986,970-4,981-6%$30.7M$23.3M-$7.3M2026-10-22
Maple Capital Management, Inc.
INCREASED81,24277,310+3,932+5%$27.3M$23.1M-$4.2M2026-11-02
Imc-Chicago, LLC
NEW78,291—+78,291——$22.3M—2026-11-05
Gulf International Bank (UK) Ltd
UNCHANGED78,11778,11700%$27.6M$22.2M-$5.3M2026-10-20
Central Trust Co
DECREASED77,78779,417-1,630-2%$28.0M$22.1M-$5.9M2026-11-05
D.A. Davidson & Co.
INCREASED77,20877,066+142+0%$27.2M$22.0M-$5.2M2026-10-28
Farther Finance Advisors, LLC
INCREASED77,20756,239+20,968+37%$19.8M$22.0M+$2.1M2026-10-08
Clearstead Advisors, LLC
DECREASED74,05475,745-1,691-2%$26.7M$21.1M-$5.6M2026-11-06
Narwhal Capital Management
INCREASED73,92465,453+8,471+13%$23.1M$21.0M-$2.1M2026-11-04
Jefferies Financial Group Inc.
INCREASED70,34820,354+49,994+246%$7.2M$20.0M+$12.8M2026-11-05
MGO One Seven LLC
DECREASED68,97371,524-2,551-4%$25.2M$19.6M-$5.6M2026-10-28
Palisade Asset Management, LLC
DECREASED68,51968,745-2260%$24.2M$19.5M-$4.8M2026-11-03
iA Global Asset Management Inc.
DECREASED68,139113,196-45,057-40%$39.9M$19.4M-$20.5M2026-10-29
Godsey & Gibb, Inc
INCREASED67,66465,998+1,666+3%$23.3M$19.2M-$4.0M2026-10-14
Modera Wealth Management, LLC
DECREASED66,07866,671-593-1%$23.5M$18.8M-$4.7M2026-10-28
Montag A & Associates Inc
DECREASED65,96266,833-871-1%$23.6M$18.8M-$4.8M2026-10-29
Matrix Asset Advisors Inc
INCREASED65,76664,544+1,222+2%$22.8M$18.7M-$4.1M2026-10-13
Congress Asset Management Co
DECREASED65,75569,579-3,824-5%$24.5M$18.7M-$5.8M2026-10-06
Nemes Rush Group LLC
INCREASED65,66264,285+1,377+2%$22.7M$18.7M-$4.0M2026-11-04
Carmel Capital Partners, LLC
DECREASED65,32470,969-5,645-8%$25.0M$18.6M-$6.4M2026-11-03
Wesbanco Bank Inc
DECREASED64,36472,248-7,884-11%$25.5M$18.3M-$7.2M2026-11-04
Visionary Wealth Advisors
INCREASED64,04059,221+4,819+8%$20.9M$18.2M-$2.7M2026-11-04
Telos Capital Management, Inc.
INCREASED63,84563,419+426+1%$22.4M$18.2M-$4.2M2026-11-02
Braun Stacey Associates Inc
DECREASED63,35264,214-862-1%$22.6M$18.0M-$4.6M2026-10-19
L. Roy Papp & Associates, LLP
DECREASED62,33062,411-810%$22.0M$17.7M-$4.3M2026-10-21
Prospera Financial Services Inc
INCREASED62,32555,497+6,828+12%$19.6M$20.5M+$943.5K2026-11-04
Schaper Benz & Wise Investment Counsel Inc
INCREASED62,11161,635+476+1%$21.7M$17.7M-$4.1M2026-10-09
Americana Partners, LLC
INCREASED61,72651,095+10,631+21%$18.0M$17.6M-$460.0K2026-10-28
B&D White Capital Company, LLC
NEW61,722—+61,722——$17.6M—2026-11-02
Atria Investments, Inc
INCREASED61,39254,503+6,889+13%$19.2M$17.5M-$1.8M2026-10-15
Woodstock Corp
INCREASED61,33160,993+338+1%$21.5M$17.4M-$4.1M2026-10-13
Inspire Investing, LLC
INCREASED61,26760,680+587+1%$21.4M$17.4M-$4.0M2026-10-22
Maryland State Retirement & Pension System
INCREASED61,26153,762+7,499+14%$19.0M$17.4M-$1.5M2026-11-05
Davidson Investment Advisors
DECREASED59,55961,101-1,542-3%$21.5M$16.9M-$4.6M2026-10-20
Illinois Municipal Retirement Fund
DECREASED59,55662,284-2,728-4%$22.0M$16.9M-$5.0M2026-11-05
Trust Co of Vermont
DECREASED58,78359,110-327-1%$20.8M$16.7M-$4.1M2026-10-21
Adell Harriman & Carpenter Inc
DECREASED57,47358,749-1,276-2%$20.7M$16.4M-$4.4M2026-11-02
Calamos Wealth Management LLC
DECREASED57,45659,575-2,119-4%$21.0M$16.3M-$4.7M2026-11-02
Oppenheimer Asset Management Inc.
DECREASED57,43458,514-1,080-2%$20.6M$16.3M-$4.3M2026-10-27
Eagle Global Advisors LLC
DECREASED56,80757,281-474-1%$20.2M$16.2M-$4.0M2026-11-02
Foster Victor Wealth Advisors, LLC
INCREASED56,62255,250+1,372+2%$18.7M$17.5M-$1.1M2026-10-21
Wedbush Securities Inc
DECREASED56,04157,042-1,001-2%$20.1M$15.9M-$4.2M2026-10-22
First American Bank
DECREASED55,90256,326-424-1%$19.9M$15.9M-$4.0M2026-10-27
Kinsale Capital Group, Inc.
INCREASED55,78538,376+17,409+45%$13.5M$15.9M+$2.3M2026-11-04
Gradient Investments LLC
INCREASED55,22047,348+7,872+17%$16.7M$15.7M-$988.9K2026-10-08
Moran Wealth Management, LLC
INCREASED53,98849,050+4,938+10%$17.3M$15.4M-$1.9M2026-10-22
SteelPeak Wealth, LLC
INCREASED53,80335,496+18,307+52%$12.5M$15.3M+$2.8M2026-10-16
Fisher Funds Management LTD
INCREASED53,62749,127+4,500+9%$17.3M$15.3M-$2.1M2026-10-13
Hartford Investment Management Co
DECREASED53,40555,085-1,680-3%$19.4M$15.2M-$4.2M2026-11-04
Baker Avenue Asset Management, LP
INCREASED52,90748,843+4,064+8%$17.2M$15.1M-$2.2M2026-11-06
Sterling Capital Management LLC
DECREASED52,543127,129-74,586-59%$44.8M$14.9M-$29.9M2026-10-22
Park Avenue Securities LLC
DECREASED51,87053,416-1,546-3%$18.8M$14.8M-$4.1M2026-10-26
Moody Lynn Lieberson & Walker, LLC
DECREASED51,71063,531-11,821-19%$22.4M$14.7M-$7.7M2026-10-14
Argent Capital Management LLC
DECREASED51,60153,684-2,083-4%$18.9M$14.7M-$4.3M2026-10-05
LS Investment Advisors, LLC
DECREASED51,53652,327-791-2%$18.5M$14.7M-$3.8M2026-10-13
Parsons Capital Management Inc
INCREASED51,14451,109+35+0%$18.0M$14.6M-$3.5M2026-10-28
Vestor Capital, LLC
INCREASED50,9406,457+44,483+689%$327$23.2K+$22.9K2026-11-04
Covea Finance
INCREASED50,7909,210+41,580+451%$3.2M$14.4M+$11.2M2026-10-21
Segment Wealth Management, LLC
INCREASED50,78950,294+495+1%$17.7M$14.4M-$3.3M2026-10-26
Ag2r LA Mondiale Gestion D'actifs
INCREASED50,49544,039+6,456+15%$15.5M$14.4M-$1.2M2026-10-26
Mirae Asset Securities (USA) Inc.
INCREASED50,10825,064+25,044+100%$8.8M$14.3M+$5.4M2026-10-15
Mesirow Financial Investment Management, Inc.
INCREASED49,96549,273+692+1%$17.4M$14.2M-$3.2M2026-11-05
Signaturefd, LLC
INCREASED49,91748,550+1,367+3%$17.1M$14.2M-$2.9M2026-10-23
NorthCrest Asset Manangement, LLC
DECREASED49,84377,053-27,210-35%$26.1M$14.7M-$11.4M2026-10-13
Norris Perne & French LLP
DECREASED49,50251,011-1,509-3%$18.0M$14.1M-$3.9M2026-10-23
New Mexico Educational Retirement Board
UNCHANGED49,49249,49200%$17.5M$14.1M-$3.4M2026-11-05
Louisiana State Employees Retirement System
DECREASED49,00050,900-1,900-4%$18.0M$13.9M-$4.0M2026-10-20
Verity & Verity, LLC
INCREASED48,63748,510+127+0%$17.1M$13.8M-$3.3M2026-10-23
Griffin Asset Management, Inc.
INCREASED48,58745,298+3,289+7%$16.0M$13.8M-$2.2M2026-10-22
J.W. Cole Advisors, Inc.
DECREASED48,50749,843-1,336-3%$17.6M$13.8M-$3.8M2026-11-05
Choreo, LLC
DECREASED48,09248,828-736-2%$17.2M$13.7M-$3.5M2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED48,04147,802+239+1%$16.9M$13.7M-$3.2M2026-10-22
Cantor Fitzgerald Investment Advisors L.P.
INCREASED47,36046,670+690+1%$16.5M$13.5M-$3.0M2026-10-21
Fishman JAY A LTD
DECREASED46,85249,297-2,445-5%$17.4M$13.3M-$4.1M2026-10-26
TCV Trust & Wealth Management, Inc.
INCREASED46,31146,255+56+0%$16.3M$13.2M-$3.1M2026-10-16
Jacobs & Co
INCREASED46,00045,172+828+2%$15.9K$13.1K-$2.8K2026-10-09
Lyell Wealth Management, LP
DECREASED45,79747,689-1,892-4%$16.8M$13.0M-$3.8M2026-10-30
North Point Portfolio Managers Corp
DECREASED45,71747,190-1,473-3%$16.6M$13.0M-$3.6M2026-10-07
Talbot Financial, LLC
DECREASED45,51952,198-6,679-13%$18.4M$12.9M-$5.5M2026-10-19
Caldwell Trust Co
DECREASED45,46346,646-1,183-3%$16.5M$12.9M-$3.5M2026-10-30
Dynamic Advisor Solutions LLC
DECREASED45,32946,678-1,349-3%$16.5M$12.9M-$3.6M2026-10-13
Cutler Investment Counsel LLC
DECREASED45,16346,023-860-2%$16.2M$12.8M-$3.4M2026-10-28
Cyndeo Wealth Partners, LLC
DECREASED44,29846,632-2,334-5%$16.4M$12.6M-$3.8M2026-10-16
Triglav Investments, D.O.O.
INCREASED44,02043,020+1,000+2%$15.2M$12.5M-$2.6M2026-11-06
Traynor Capital Management, Inc.
DECREASED43,40246,374-2,972-6%$16.4M$12.3M-$4.0M2026-10-29
First National Trust Co
DECREASED43,17144,918-1,747-4%$15.8M$12.3M-$3.6M2026-10-28
First Citizens Bank & Trust Co
INCREASED42,41336,812+5,601+15%$13.0M$12.1M-$916.8K2026-10-14
Venture Visionary Partners LLC
INCREASED42,25441,703+551+1%$14.7M$12.0M-$2.7M2026-10-07
YHB Investment Advisors, Inc.
INCREASED41,89841,743+155+0%$14.7M$11.9M-$2.8M2026-10-08
Principle Wealth Partners LLC
INCREASED41,65841,298+360+1%$14.6M$11.9M-$2.7M2026-11-02
Bryn Mawr Trust Advisors, LLC
DECREASED41,64542,729-1,084-3%$15.1M$11.8M-$3.2M2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED41,61146,838-5,227-11%$16.5M$11.8M-$4.7M2026-10-23
Wealthcare Advisory Partners LLC
DECREASED41,34241,673-331-1%$14.7M$11.8M-$2.9M2026-10-21
Brighton Jones LLC
DECREASED41,00142,808-1,807-4%$15.1M$11.7M-$3.4M2026-11-03
E. Ohman J:or Asset Management AB
DECREASED40,14340,493-350-1%$14.3M$11.4M-$2.9M2026-10-22
Pittenger & Anderson Inc
DECREASED39,89140,826-935-2%$14.4M$11.3M-$3.0M2026-11-02
Greenleaf Trust
DECREASED39,68344,603-4,920-11%$15.7M$11.3M-$4.4M2026-10-29
Mogy Joel R Investment Counsel Inc
DECREASED39,65639,678-220%$14.0M$11.3M-$2.7M2026-10-13
Clifford Swan Investment Counsel LLC
INCREASED39,41937,776+1,643+4%$13.3M$11.2M-$2.1M2026-11-05
Meridian Wealth Management, LLC
INCREASED39,09338,157+936+2%$13.5M$11.1M-$2.3M2026-11-05
Renaissance Investment Group LLC
INCREASED38,97638,630+346+1%$13.6M$11.1M-$2.5M2026-10-28
Bokf, NA
DECREASED38,78742,538-3,751-9%$15.0M$11.0M-$4.0M2026-10-27
Westchester Capital Management, Inc.
DECREASED38,76238,782-200%$13.7M$11.0M-$2.7M2026-10-23
Naples Global Advisors, LLC
INCREASED38,65137,820+831+2%$13.3M$11.0M-$2.3M2026-11-05
Jamison Private Wealth Management, Inc.
INCREASED38,49137,792+699+2%$13.3M$11.0M-$2.4M2026-10-14
Abner Herrman & Brock LLC
DECREASED38,41838,804-386-1%$13.7K$10.9M+$10.9M2026-10-20
Marietta Wealth Management, LLC
INCREASED38,09737,161+936+3%$13.1M$11.3M-$1.8M2026-10-22
SP Asset Management LLC
DECREASED37,79339,493-1,700-4%$13.9M$10.8M-$3.2M2026-11-05
Tokio Marine Asset Management Co LTD
INCREASED37,72636,203+1,523+4%$12.8M$10.7M-$2.0M2026-10-26
Diversify Advisory Services, LLC
INCREASED37,11433,201+3,913+12%$11.2M$11.4M+$281.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED37,11433,201+3,913+12%$11.2M$11.4M+$281.5K2026-10-20
Brookstone Capital Management
INCREASED36,82034,854+1,966+6%$12.3M$10.5M-$1.8M2026-10-22
Weatherly Asset Management L. P.
DECREASED36,68837,095-407-1%$13.1M$10.4M-$2.6M2026-10-20
Albion Financial Group
DECREASED36,37337,861-1,488-4%$13.4M$10.3M-$3.0M2026-10-21
American National Bank & Trust
DECREASED36,22738,765-2,538-7%$13.7M$10.3M-$3.4M2026-10-07
Douglas Lane & Associates, LLC
INCREASED36,00728,461+7,546+27%$10.0M$10.2M+$206.0K2026-10-09
ARS Wealth Advisors Group, LLC
INCREASED35,84134,842+999+3%$12.3M$10.2M-$2.1M2026-10-16
Stenger Family Office, LLC
INCREASED35,82224,850+10,972+44%$8.8M$10.5M+$1.8M2026-10-22
Xcel Wealth Management, LLC
DECREASED35,70836,233-525-1%$12.8M$10.2M-$2.6M2026-10-26
Washington Trust Bank
DECREASED35,49537,096-1,601-4%$13.1M$10.1M-$3.0M2026-11-03
Equitable Trust Co
DECREASED35,16035,198-380%$12.4M$10.0M-$2.4M2026-10-13
Intact Investment Management Inc.
DECREASED35,02057,400-22,380-39%$20.2M$10.0M-$10.3M2026-11-03
Rockland Trust Co
DECREASED34,97735,521-544-2%$12.5M$10.0M-$2.6M2026-10-05
IFP Advisors, Inc
DECREASED34,80842,759-7,951-19%$15.1M$9.9M-$5.2M2026-10-16
Ramsay, Stattman, Vela & Price, Inc.
DECREASED34,54634,596-500%$12.2M$9.8M-$2.4M2026-10-19
Turtle Creek Wealth Advisors, LLC
DECREASED34,33535,768-1,433-4%$12.6M$9.8M-$2.8M2026-10-15
Rossmore Private Capital
DECREASED34,22735,029-802-2%$12.4M$9.7M-$2.6M2026-10-27
NovaPoint Capital, LLC
DECREASED33,64335,501-1,858-5%$12.5M$9.6M-$2.9M2026-10-22
LongView Wealth Management
INCREASED33,62932,815+814+2%$11.6M$9.6M-$2.0M2026-10-19
Greatmark Investment Partners, Inc.
DECREASED33,44234,137-695-2%$12.0M$9.5M-$2.5M2026-10-28
CapWealth Advisors, LLC
INCREASED33,37932,104+1,275+4%$11.3M$9.5M-$1.8M2026-10-05
Beese Fulmer Investment Management, Inc.
INCREASED33,32333,136+187+1%$11.7M$9.5M-$2.2M2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED33,26537,254-3,989-11%$13.1M$9.5M-$3.7M2026-11-03
Mission Wealth Management, LP
DECREASED33,24442,429-9,185-22%$15.0M$9.5M-$5.5M2026-10-15
Sagespring Wealth Partners, LLC
DECREASED33,21335,809-2,596-7%$12.6M$9.4M-$3.2M2026-10-22
Sigma Planning Corp
DECREASED33,08935,150-2,061-6%$12.4M$9.5M-$2.9M2026-10-23
Monarch Capital Management Inc
INCREASED32,82732,717+110+0%$11.5M$9.3M-$2.2M2026-10-19
CenterBook Partners LP
NEW32,542—+32,542——$9.3M—2026-11-02
Vest Financial, LLC
INCREASED32,46031,431+1,029+3%$11.1M$9.2M-$1.9M2026-10-21
United Asset Strategies, Inc.
INCREASED32,40631,988+418+1%$11.3M$9.2M-$2.1M2026-10-28
Kintegral Advisory, LLC
INCREASED32,19432,013+181+1%$11.3M$9.2M-$2.1M2026-10-16
Boston Trust Walden Corp
DECREASED32,19332,395-202-1%$11.4M$9.2M-$2.3M2026-10-30
Cincinnati Specialty Underwriters Insurance Co
UNCHANGED32,00032,00000%$11.3M$9.1M-$2.2M2026-11-03
RFG Advisory, LLC
INCREASED31,89829,503+2,395+8%$10.4M$9.1M-$1.3M2026-11-03
Gamma Investing LLC
DECREASED31,77235,571-3,799-11%$12.5M$9.0M-$3.5M2026-10-08
Tompkins Financial Corp
DECREASED31,74332,588-845-3%$11.5M$9.0M-$2.5M2026-10-05
Avantax Planning Partners, Inc.
INCREASED31,43127,942+3,489+12%$9.9M$8.9M-$912.8K2026-11-03
Penobscot Investment Management Company, Inc.
DECREASED31,20232,628-1,426-4%$11.5M$8.9M-$2.6M2026-10-26
Mattern Capital Management, LLC
INCREASED31,15130,013+1,138+4%$10.6M$8.9M-$1.7M2026-11-02
Quadrant Capital Group LLC
DECREASED30,94632,747-1,801-5%$11.5M$9.1M-$2.5M2026-10-20
Park National Corp
DECREASED30,80331,919-1,116-3%$11.3M$8.8M-$2.5M2026-10-05
North Dakota State Investment Board
INCREASED30,55229,607+945+3%$10.4M$8.7M-$1.8M2026-10-27
Ledyard National Bank
DECREASED30,53730,970-433-1%$10.9M$8.7M-$2.2M2026-10-21
Viking Fund Management LLC
INCREASED30,00028,000+2,000+7%$9.9M$8.5M-$1.3M2026-10-14
Farmers & Merchants Investments Inc
DECREASED29,87329,919-460%$10.6M$8.5M-$2.1M2026-10-22
Founders Capital Management, LLC
DECREASED29,62430,553-929-3%$10.8M$8.4M-$2.3M2026-10-23
WoodTrust Financial Corp
DECREASED29,47330,557-1,084-4%$10.8M$8.4K-$10.8M2026-10-09
Ascent Group, LLC
INCREASED29,27228,781+491+2%$10.2M$8.3M-$1.8M2026-10-30
Appleton Partners Inc
DECREASED29,24833,556-4,308-13%$11.8M$8.3M-$3.5M2026-10-30
Laurel Wealth Advisors LLC
INCREASED28,78028,760+20+0%$10.1M$8.2M-$2.0M2026-10-27
Private Wealth Partners, LLC
DECREASED28,58830,017-1,429-5%$10.6M$8.1M-$2.5M2026-10-22
HUB Investment Partners, LLC
INCREASED28,55624,250+4,306+18%$8.6M$8.1M-$428.6K2026-11-03
Lockheed Martin Investment Management Co
DECREASED28,46042,090-13,630-32%$14.8M$8.1M-$6.7M2026-11-04
Trust Co of Toledo NA
DECREASED28,39329,057-664-2%$10.2M$8.1M-$2.2M2026-10-16
Independent Financial Group, LLC
DECREASED28,21731,227-3,010-10%$11.0M$8.0M-$3.0M2026-10-13
Old Republic International Corp
DECREASED28,20033,000-4,800-15%$11.6K$8.0M+$8.0M2026-10-26
Commonwealth Retirement Investments LLC
INCREASED28,18827,329+859+3%$9.6M$8.0M-$1.6M2026-10-26
Stockman Wealth Management, Inc.
INCREASED28,03526,776+1,259+5%$9.4M$8.0M-$1.5M2026-10-27
Chesley Taft & Associates LLC
DECREASED27,74860,835-33,087-54%$21.5M$7.9M-$13.6M2026-10-13
LVM Capital Management LTD
DECREASED27,44529,539-2,094-7%$10.4K$7.8M+$7.8M2026-10-20
Clear Trail Advisors, LLC
INCREASED27,43726,751+686+3%$9.4M$7.8M-$1.6M2026-10-20
Fiduciary Alliance LLC
INCREASED27,38727,347+40+0%$9.6M$7.8M-$1.9M2026-10-13
Kanawha Capital Management LLC
INCREASED27,36526,918+447+2%$9.5M$7.8M-$1.7M2026-10-19
Petredis Investment Advisors LLC
INCREASED27,31827,194+124+0%$9.6M$7.8M-$1.8M2026-10-20
BAR Harbor Wealth Management
DECREASED27,18427,260-760%$9.6M$7.7M-$1.9M2026-10-21
Edge Wealth Management LLC
DECREASED27,05627,779-723-3%$9.8M$7.7M-$2.1M2026-10-13
Allen Capital Group, LLC
DECREASED27,02427,400-376-1%$9.7M$7.7M-$2.0M2026-10-27
Ascent Wealth Partners, LLC
DECREASED26,97227,469-497-2%$9.7M$7.7M-$2.0M2026-10-23
Patten & Patten Inc
INCREASED26,74826,436+312+1%$9.3M$7.6M-$1.7M2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED26,74325,974+769+3%$9.2M$7.6M-$1.6M2026-10-16
Hennessy Advisors Inc
DECREASED26,65028,640-1,990-7%$10.1M$7.6M-$2.5M2026-10-28
Joseph Group Capital Management
INCREASED26,63622,944+3,692+16%$8.1M$7.6M-$514.1K2026-11-04
Ritholtz Wealth Management
DECREASED26,60126,807-206-1%$9.5M$7.6M-$1.9M2026-11-05
Strategic Advisors LLC
DECREASED26,54628,286-1,740-6%$10.0M$7.6M-$2.4M2026-10-13
Cullinan Associates Inc
DECREASED26,54227,706-1,164-4%$9.8M$7.6M-$2.2M2026-11-03
Rockline Wealth Management, LLC
DECREASED26,47327,094-621-2%$9.6M$7.5M-$2.0M2026-10-26
Parallel Advisors, LLC
DECREASED26,45029,001-2,551-9%$10.2M$7.5M-$2.7M2026-11-03
LEE Danner & Bass Inc
INCREASED26,44925,966+483+2%$9.2M$7.5M-$1.6M2026-10-27
Praxis Investment Management Inc
DECREASED26,22840,656-14,428-35%$14.3M$7.5M-$6.9M2026-11-03
Exchange Traded Concepts, LLC
INCREASED26,03422,992+3,042+13%$8.1M$7.4M-$702.4K2026-10-28
Masterinvest Kapitalanlage GmbH
INCREASED25,83823,758+2,080+9%$8.4M$7.4M-$1.0M2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED25,81723,687+2,130+9%$8.4M$7.3M-$1.0M2026-10-27
Forbes J M & Co LLP
INCREASED25,81525,621+194+1%$9.0M$7.3M-$1.7M2026-10-16
Hohimer Wealth Management, LLC
INCREASED25,65115,756+9,895+63%$5.6M$7.3M+$1.7M2026-11-04
Clear Harbor Asset Management, LLC
INCREASED25,33124,883+448+2%$8.8M$7.2M-$1.6M2026-11-05
Oak Harvest Investment Services
DECREASED25,29927,170-1,871-7%$9.6M$7.2M-$2.4M2026-10-20
Monte Financial Group, LLC
DECREASED25,25725,399-142-1%$8.4M$7.2M-$1.2M2026-11-02
Fusion Capital, LLC
INCREASED25,22323,828+1,395+6%$8.4M$7.2M-$1.2M2026-10-28
Neville Rodie & Shaw Inc
DECREASED25,22027,120-1,900-7%$9.6K$7.2K-$2.4K2026-10-05
Blue Trust, Inc.
DECREASED25,10925,202-930%$8.9M$7.1M-$1.7M2026-10-15
Simplicity Wealth,LLC
INCREASED25,00418,345+6,659+36%$6.5M$7.1M+$643.4K2026-10-23
Peachtree Investment Partners, LLC
DECREASED24,98527,624-2,639-10%$9.7M$7.1M-$2.6M2026-11-05
Fideuram Asset Management (Ireland) dac
DECREASED24,92350,972-26,049-51%$16.7M$8.2M-$8.5M2026-10-29
Baugh & Associates, LLC
INCREASED24,70222,709+1,993+9%$8.0M$6.3M-$1.7M2026-10-16
Camden National Bank
DECREASED24,66124,722-610%$8.7M$7.0M-$1.7M2026-11-02
AlphaCore Capital LLC
INCREASED24,50021,230+3,270+15%$7.5M$7.0M-$517.5K2026-11-04
Advocate Group LLC
INCREASED24,43924,012+427+2%$8.5M$7.0M-$1.5M2026-10-19
Perryman Financial Advisory Inc
INCREASED24,34224,090+252+1%$8.5M$6.9M-$1.6M2026-10-16
Cabot Wealth Management Inc
DECREASED24,12332,830-8,707-27%$11.6M$6.9M-$4.7M2026-11-05
Virginia Retirement Systems ET Al
DECREASED24,11025,310-1,200-5%$8.9M$6.9M-$2.1M2026-10-28
Salem Investment Counselors Inc
INCREASED23,98723,451+536+2%$8.3M$6.8M-$1.4M2026-10-13
James Investment Research, Inc.
DECREASED23,93024,487-557-2%$8.6M$6.8M-$1.8M2026-10-22
111 Capital
NEW23,857—+23,857——$6.8M—2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED23,65519,508+4,147+21%$6.8M$6.7M-$113.8K2026-10-13
Baker Chad R
UNCHANGED23,41523,41500%$8.3M$6.7M-$1.6M2026-10-22
Spire Wealth Management
INCREASED23,38015,826+7,554+48%$5.6M$6.7M+$1.1M2026-10-30
First Merchants Corp
DECREASED23,26723,754-487-2%$8.4M$6.6M-$1.8M2026-10-15
Cypress Capital Group
DECREASED23,24624,976-1,730-7%$8.8M$6.6M-$2.2M2026-11-03
Global Wealth Management Investment Advisory, Inc.
INCREASED23,20315,217+7,986+52%$5.4M$6.6M+$1.2M2026-11-04
Sky Investment Group LLC
INCREASED22,98221,529+1,453+7%$7.6M$6.5M-$1.1M2026-10-30
Parthenon LLC
DECREASED22,94423,058-1140%$8.1M$6.5M-$1.6M2026-10-22
Liberty Capital Management, Inc.
DECREASED22,92723,796-869-4%$8.4M$6.5M-$1.9M2026-11-02
Private Management Group Inc
INCREASED22,91622,898+18+0%$8.1M$6.5M-$1.6M2026-11-04
Deltec Asset Management LLC
DECREASED22,86423,767-903-4%$8.4M$6.5M-$1.9M2026-10-26
GW Henssler & Associates LTD
DECREASED22,82431,701-8,877-28%$11.2M$6.5M-$4.7M2026-10-26
Bath Savings Trust Co
DECREASED22,62026,253-3,633-14%$9.3M$6.4M-$2.8M2026-10-07
Smith Salley Wealth Management
INCREASED22,59621,622+974+5%$7.6M$6.4M-$1.2M2026-11-03
Northside Capital Management, LLC
INCREASED22,5823,523+19,059+541%$1.2M$6.4M+$5.2M2026-10-13
Burney Co/
DECREASED22,16522,915-750-3%$8.1M$6.3M-$1.8M2026-10-15
Old National Bancorp
DECREASED22,03723,356-1,319-6%$8.2M$6.3M-$2.0M2026-10-20
Plato Investment Management Ltd
DECREASED21,93822,240-302-1%$7.8M$6.3M-$1.5M2026-11-05
Insight Wealth Strategies, LLC
INCREASED21,83821,512+326+2%$7.5M$6.2M-$1.3M2026-10-09
Nicholas Hoffman & Company, Llc.
INCREASED21,75221,304+448+2%$7.5M$6.2M-$1.3M2026-10-30
Wendell David Associates Inc
DECREASED21,67123,760-2,089-9%$8.4M$6.2M-$2.2M2026-10-27
Associated Banc-Corp
DECREASED21,61322,318-705-3%$7.9M$6.1M-$1.7M2026-10-30
Stokes Capital Advisors, LLC
INCREASED21,60021,070+530+3%$7.4M$6.1M-$1.3M2026-10-09
International Assets Investment Management, LLC
DECREASED21,39521,830-435-2%$7.7M$6.0M-$1.6M2026-11-02
Trifecta Capital Advisors, LLC
INCREASED21,31521,124+191+1%$7.4M$6.1M-$1.4M2026-10-21
StoneX Group Inc.
INCREASED21,30417,535+3,769+21%$6.2M$6.1M-$52.3K2026-11-03
Integrity Alliance, Llc.
DECREASED21,20322,540-1,337-6%$7.9M$6.0M-$1.9M2026-10-29
Allen Investment Management, LLC
DECREASED21,07021,091-210%$7.4M$6.0M-$1.4M2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED20,98620,363+623+3%$7.2M$6.0M-$1.2M2026-10-23
BIP Wealth, LLC
DECREASED20,95725,397-4,440-17%$9.0M$6.0M-$3.0M2026-10-22
Hudson Edge Investment Partners Inc.
DECREASED20,91522,527-1,612-7%$7.9M$6.0M-$2.0M2026-10-28
Westbourne Investment Advisors, Inc.
INCREASED20,87719,972+905+5%$7.0M$5.9M-$1.1M2026-10-20
Guyasuta Investment Advisors Inc
DECREASED20,86221,521-659-3%$7.6M$5.9M-$1.7M2026-10-15
Sawgrass Asset Management LLC
DECREASED20,76321,096-333-2%$7.4M$5.9M-$1.5M2026-11-03
Consolidated Investment Group LLC
UNCHANGED20,75020,75000%$7.3M$5.9M-$1.4M2026-11-04
Titleist Asset Management, LLC
INCREASED20,74712,567+8,180+65%$4.4M$5.9M+$1.5M2026-10-08
Sage Capital Advisors,llc
INCREASED20,74320,645+98+0%$7.3M$5.9M-$1.4M2026-10-13
Constitution Capital LLC
DECREASED20,54320,913-370-2%$7.4M$5.8M-$1.5M2026-10-23
Woodmont Investment Counsel LLC
INCREASED20,51619,839+677+3%$7.0M$5.8M-$1.2M2026-10-29
Sterling Investment Advisors, Ltd.
INCREASED20,32420,262+62+0%$7.1M$5.8M-$1.4M2026-10-27
Kwmg, LLC
INCREASED20,30519,645+660+3%$6.9M$5.8M-$1.2M2026-10-07
Evergreen Capital Management LLC
INCREASED20,24513,583+6,662+49%$4.8M$5.8M+$969.0K2026-10-23
Chronos Wealth Management, LLC
DECREASED20,22520,598-373-2%$7.3M$5.8M-$1.5M2026-10-20
M Holdings Securities, Inc.
NEW20,202—+20,202——$6.5K—2026-11-03
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED20,18721,315-1,128-5%$7.5M$5.7M-$1.8M2026-10-22
Verdence Capital Advisors LLC
INCREASED20,06115,493+4,568+29%$5.5M$5.7M+$243.2K2026-10-26
Hourglass Capital, LLC
DECREASED19,99521,739-1,744-8%$7.7M$5.7M-$2.0M2026-10-26
Elyxium Wealth, LLC
DECREASED19,87919,884-50%$7.0M$5.7M-$1.4M2026-10-27
TD Private Client Wealth LLC
INCREASED19,82418,898+926+5%$6.7M$5.6M-$1.0M2026-10-28
WealthPlan Investment Management, LLC
INCREASED19,81616,946+2,870+17%$6.0M$5.6M-$339.1K2026-10-15
Kornitzer Capital Management Inc
DECREASED19,78320,321-538-3%$7.2M$5.6M-$1.5M2026-11-03
Greenwood Capital Associates LLC
INCREASED19,71719,469+248+1%$6.9M$5.6M-$1.3M2026-10-27
Columbus Macro, LLC
INCREASED19,67119,438+233+1%$6.9M$5.6M-$1.3M2026-10-14
Fulton Bank, N.A.
DECREASED19,61325,408-5,795-23%$9.0M$5.6M-$3.4M2026-10-14
Patton Albertson Miller Group, LLC
DECREASED19,60919,885-276-1%$7.0M$5.6M-$1.4M2026-10-26
Harrell Investment Partners, LLC
DECREASED19,53319,990-457-2%$7.1M$5.6M-$1.5M2026-10-15
Sentry LLC
DECREASED19,49619,722-226-1%$7.0M$5.5M-$1.4M2026-10-30
EverSource Wealth Advisors, LLC
DECREASED19,44821,338-1,890-9%$7.5M$5.5M-$2.0M2026-11-04
Ashurst Perkins Coie Trust Co
INCREASED19,44619,436+10+0%$6.9M$5.5M-$1.3M2026-10-15
Boston Common Asset Management, LLC
DECREASED19,43519,662-227-1%$6.9M$5.5M-$1.4M2026-10-13
Tema Etfs LLC
INCREASED19,36919,021+348+2%$6.7M$5.5M-$1.2M2026-10-16
Peterson Wealth Services
INCREASED19,34917,587+1,762+10%$6.2M$5.5M-$698.0K2026-10-26
William B. Walkup & Associates, Inc.
DECREASED19,31919,361-420%$6.8M$5.5M-$1.3M2026-11-05
RMR Wealth Builders
INCREASED19,31318,582+731+4%$6.6M$5.5M-$1.1M2026-10-22
Harbour Capital Advisors, LLC
INCREASED19,31119,104+207+1%$6.6M$5.5M-$1.1M2026-10-13
Horrell Capital Management, Inc.
DECREASED19,28820,154-866-4%$7.1M$5.5M-$1.6M2026-10-08
GHP Investment Advisors, Inc.
INCREASED19,25018,997+253+1%$6.7M$5.5M-$1.2M2026-10-15
Ables, Iannone, Moore & Associates, Inc.
INCREASED19,16717,854+1,313+7%$6.3M$5.5M-$843.9K2026-10-06
Meiji Yasuda America Inc
INCREASED19,14015,426+3,714+24%$5.4M$5.4M+$4.7K2026-10-22
Mechanics Bank Trust Department
DECREASED19,09020,286-1,196-6%$7.2M$5.4M-$1.7M2026-10-13
Private Trust Co NA
INCREASED18,96417,183+1,781+10%$6.1M$5.4M-$664.9K2026-10-20
Community Bank & Trust, Waco, Texas
INCREASED18,96217,848+1,114+6%$6.3M$5.4M-$901.0K2026-10-19
Reliant Investment Management, LLC
DECREASED18,95719,095-138-1%$6.7M$5.4M-$1.3M2026-10-14
Parcion Private Wealth LLC
INCREASED18,89317,876+1,017+6%$6.3M$5.4M-$929.9K2026-10-28
Arjuna Capital
DECREASED18,85119,316-465-2%$6.8M$5.4M-$1.4M2026-11-03
Bdf-Gestion
DECREASED18,85021,241-2,391-11%$6.5M$5.4M-$1.1M2026-10-19
Machina Capital S.A.S.
NEW18,810—+18,810——$5.4M—2026-11-05
Baxter Bros Inc
DECREASED18,78719,707-920-5%$7.0M$5.3M-$1.6M2026-11-04
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED18,71717,798+919+5%$6.3M$5.3M-$952.2K2026-11-03
Occidental Asset Management, LLC
INCREASED18,66417,041+1,623+10%$6.0M$5.3M-$700.1K2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
DECREASED18,59818,931-333-2%$6.7M$5.3M-$1.4M2026-10-23
Capital Asset Advisory Services LLC
DECREASED18,59023,451-4,861-21%$8.3M$6.1M-$2.2M2026-10-30
Ascentis Independent Advisors
INCREASED18,488293+18,195+6210%$103.3K$5.3M+$5.2M2026-11-03
Sowell Financial Services LLC
DECREASED18,29418,331-370%$6.5M$5.2M-$1.3M2026-10-23
Castleview Partners, LLC
INCREASED18,26513,894+4,371+31%$4.9M$5.2M+$296.0K2026-10-09
Ayrshire Capital Management LLC
INCREASED18,22917,437+792+5%$6.1M$5.2M-$963.8K2026-10-20
V-Square Quantitative Management LLC
INCREASED18,12517,489+636+4%$6.2M$5.2M-$1.0M2026-10-15
Quilter Plc
DECREASED18,11819,252-1,134-6%$6.8M$5.2M-$1.6M2026-10-21
TLW Wealth Management, LLC
INCREASED18,00617,579+427+2%$6.2M$5.1M-$1.1M2026-10-27
William Allan Corp
DECREASED18,00618,144-138-1%$6.4M$5.1M-$1.3M2026-10-14
AIA Group Ltd
DECREASED17,88360,537-42,654-70%$21.4M$5.1M-$16.3M2026-10-30
Comprehensive Financial Consultants Institutional, Inc.
DECREASED17,78617,876-900%$6.3M$5.1M-$1.2M2026-10-15
Independence Bank of Kentucky
INCREASED17,69317,550+143+1%$6.2M$5.0M-$1.2M2026-10-26
Atwood & Palmer Inc
DECREASED17,65317,732-790%$6.3M$5.0M-$1.2M2026-10-08
Gerber Kawasaki Wealth & Investment Management
DECREASED17,62919,556-1,927-10%$6.9M$5.0M-$1.9M2026-10-29
Flagship Harbor Advisors, LLC
INCREASED17,57017,454+116+1%$6.2M$5.0M-$1.2M2026-10-26
Asset Planning Services Inc
DECREASED17,56817,578-100%$6.2M$5.0K-$6.2M2026-10-15
First International Bank of Israel Ltd.
DECREASED17,43517,944-509-3%$6.3M$5.0M-$1.4M2026-11-04
Strategy Asset Managers LLC
INCREASED17,41516,913+502+3%$6.0M$5.0M-$1.0M2026-10-14
Axxcess Wealth Management, LLC
DECREASED17,32750,578-33,251-66%$17.8M$4.9M-$12.9M2026-10-21
Confluence Wealth Services, Inc.
DECREASED17,22019,731-2,511-13%$7.0M$4.9M-$2.1M2026-11-05
Asset One Wealth Management LLC
INCREASED17,08915,932+1,157+7%$5.4M$4.9M-$578.0K2026-11-02
Capital Investment Counsel, LLC
DECREASED17,08717,094-70%$6.0M$4.9M-$1.2M2026-10-14
Journey Advisory Group, LLC
DECREASED17,07917,198-119-1%$6.1M$4.9M-$1.2M2026-11-04
Joel Isaacson & Co., LLC
INCREASED17,02816,603+425+3%$5.9M$4.8M-$1.0M2026-11-05
Richard C. Young & Co., Ltd.
DECREASED17,02619,319-2,293-12%$6.8M$4.8M-$2.0M2026-11-04
Advanced Asset Management Advisors Inc
UNCHANGED17,00017,00000%$6.0M$4.8M-$1.2M2026-10-20
City Holding Co
DECREASED16,90117,445-544-3%$6.2M$4.8M-$1.3M2026-10-19
American Institute for Advanced Investment Management, LLP
INCREASED16,89310,001+6,892+69%$1.3M$1.1M-$273.4K2026-11-03
New Hampshire Trust
INCREASED16,87116,286+585+4%$5.7M$4.8M-$944.1K2026-10-20
Scissortail Wealth Management, LLC
INCREASED16,84816,696+152+1%$5.9M$4.8M-$1.1M2026-11-03
Buckhead Capital Management LLC
DECREASED16,78316,912-129-1%$6.0M$4.8M-$1.2M2026-11-03
Eagle Capital Management, LLC
DECREASED16,74117,187-446-3%$6.1K$4.8M+$4.8M2026-10-19
Bull Street Advisors, LLC
INCREASED16,70416,532+172+1%$5.8M$4.8M-$1.1M2026-10-20
Builder Investment Group Inc
INCREASED16,70216,699+3+0%$5.9M$4.8M-$1.1M2026-10-22
S.E.E.D. Planning Group LLC
DECREASED16,57917,180-601-3%$6.1M$4.7M-$1.3M2026-10-07
Range Financial Group LLC
INCREASED16,53315,830+703+4%$5.6M$4.7M-$879.5K2026-10-21
DLK Investment Management, LLC
INCREASED16,49614,802+1,694+11%$5.1M$4.7M-$402.6K2026-10-09
Cove Private Wealth, LLC
INCREASED16,47115,984+487+3%$5.6M$4.7M-$951.4K2026-10-28
Councilmark Asset Management, LLC
DECREASED16,40216,433-310%$5.8M$4.7M-$1.1M2026-10-20
Cypress Asset Management Inc
DECREASED16,22916,779-550-3%$5.9M$4.6M-$1.3M2026-10-09
Procyon Advisors, LLC
DECREASED16,08317,195-1,112-6%$6.1M$4.6M-$1.5M2026-10-21
Stolper Co
INCREASED16,07715,883+194+1%$5.6K$4.6K-$1.0K2026-10-13
Mystic Asset Management, Inc.
INCREASED16,03315,846+187+1%$5.6M$4.6M-$1.0M2026-10-15
Cohen Klingenstein LLC
UNCHANGED16,00016,00000%$5.6M$4.6M-$1.1M2026-10-15
Gables Capital Management Inc.
INCREASED15,99415,839+155+1%$5.6M$4.6M-$1.0M2026-11-04
University of Texas S AM Investment Management Co
INCREASED15,95812,512+3,446+28%$4.4M$4.5M+$127.2K2026-11-03
Cornerstone Wealth Group, LLC
DECREASED15,89735,291-19,394-55%$12.4M$4.5M-$7.9M2026-11-02
Granite Investment Partners, LLC
DECREASED15,84731,882-16,035-50%$11.2M$4.5M-$6.7M2026-11-04
Bill Few Associates, Inc.
INCREASED15,82215,536+286+2%$5.5M$4.5M-$978.3K2026-10-09
Addenda Capital Inc.
UNCHANGED15,80015,80000%$5.6M$4.5M-$1.1M2026-10-13
Victrix Investment Advisors
INCREASED15,79815,055+743+5%$5.3M$4.5M-$815.2K2026-10-13
Wallington Asset Management, LLC
INCREASED15,75915,719+40+0%$5.5M$4.5M-$1.1M2026-11-04
Schmidt P J Investment Management Inc
DECREASED15,75215,840-88-1%$5.6M$4.5M-$1.1M2026-11-02
Asset Advisors Investment Management, LLC
DECREASED15,67616,454-778-5%$5.8M$4.5M-$1.3M2026-10-19
Morguard Lincluden Global Investments Ltd
DECREASED15,66315,878-215-1%$5.6M$4.5M-$1.1M2026-10-28
GC Wealth Management RIA, LLC
DECREASED15,55316,216-663-4%$5.7M$4.4M-$1.3M2026-11-02
CRA Financial Services, LLC
DECREASED15,54715,776-229-1%$5.6M$4.4M-$1.1M2026-10-16
Bfsg, LLC
INCREASED15,48815,001+487+3%$5.3M$4.4M-$884.5K2026-10-30
Mather Group, Llc.
INCREASED15,40515,057+348+2%$5.3M$4.4M-$927.7K2026-10-14
Accurate Wealth Management, LLC
INCREASED15,38313,383+2,000+15%$4.6M$4.5M-$72.8K2026-10-20
Symphony Financial, Ltd. Co.
INCREASED15,32812,119+3,209+26%$4.3M$4.4M+$126.4K2026-10-22
Family Legacy, Inc.
INCREASED15,22415,085+139+1%$5.3M$4.3M-$989.1K2026-10-13
Signal Advisors Wealth, LLC
INCREASED15,14512,642+2,503+20%$4.5M$4.3M-$150.1K2026-10-13
Van Cleef Asset Management,Inc
DECREASED14,99315,002-90%$5.3M$4.3M-$1.0M2026-10-20
CWA Asset Management Group, LLC
DECREASED14,98815,886-898-6%$5.6M$4.3M-$1.3M2026-10-19
Kerusso Capital Management LLC
INCREASED14,98413,578+1,406+10%$4.8M$4.3M-$525.9K2026-10-27
Sapient Capital LLC
DECREASED14,93215,099-167-1%$5.3M$4.2M-$1.1M2026-10-08
Davis-Rea Ltd.
DECREASED14,89614,910-140%$5.3M$4.2M-$1.0M2026-10-13
West Branch Capital LLC
INCREASED14,82214,511+311+2%$5.1M$4.2M-$901.1K2026-10-20
Univest Financial Corp
DECREASED14,81416,009-1,195-7%$5.6M$4.2M-$1.4M2026-11-05
Wealth Advisory Solutions, LLC
DECREASED14,72814,935-207-1%$5.3M$4.2M-$1.1M2026-10-20
Aries Wealth Management
DECREASED14,71514,820-105-1%$5.2M$4.2M-$1.0M2026-10-23
Busey Bank
DECREASED14,68414,980-296-2%$5.3M$4.2M-$1.1M2026-10-26
Scott & Selber, Inc.
DECREASED14,66114,667-60%$5.2M$4.2M-$1.0M2026-10-21
Arrow Financial Corp
DECREASED14,63714,862-225-2%$5.2M$4.2M-$1.1M2026-10-26
Chatham Capital Group, Inc.
INCREASED14,63614,235+401+3%$5.0M$4.2M-$856.7K2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED14,63614,958-322-2%$5.3M$4.2M-$1.1M2026-10-15
Clean Yield Group
INCREASED14,62714,388+239+2%$5.1M$4.2M-$913.1K2026-10-28
BG Investment Services, LLC
NEW14,599—+14,599——$772.5K—2026-10-23
North Star Investment Management Corp.
INCREASED14,53314,425+108+1%$5.1M$4.1M-$952.8K2026-10-27
Valeo Financial Advisors, LLC
DECREASED14,46115,444-983-6%$5.4M$4.1M-$1.3M2026-10-08
Perennial Advisors, LLC
DECREASED14,43114,904-473-3%$5.3M$4.1M-$1.2M2026-10-13
Birch Hill Investment Advisors LLC
INCREASED14,40413,899+505+4%$4.9M$4.1M-$804.1K2026-10-16
DeDora Capital, Inc.
INCREASED14,40414,344+60+0%$5.1M$4.1M-$960.9K2026-10-26
Carret Asset Management, LLC
INCREASED14,32214,312+10+0%$5.0M$4.1M-$973.0K2026-11-04
Ninety One UK Ltd
DECREASED14,27019,660-5,390-27%$6.9M$4.1M-$2.9M2026-10-15
SeaBridge Investment Advisors LLC
INCREASED14,16813,903+265+2%$4.9M$4.0M-$872.7K2026-11-02
Jcic Asset Management Inc.
DECREASED14,15414,227-73-1%$4.7M$4.0M-$652.4K2026-10-30
Investors Asset Management of Georgia Inc
INCREASED14,12314,034+89+1%$4.9M$4.0M-$931.6K2026-10-20
Lineweaver Wealth Advisors, LLC
INCREASED14,02413,871+153+1%$4.9M$4.0M-$902.6K2026-10-13
Birch Financial Group, LLC
DECREASED13,96614,020-540%$4.9M$4.0M-$971.4K2026-10-27
Integrated Advisors Network LLC
DECREASED13,95315,303-1,350-9%$5.4M$4.0M-$1.4M2026-10-20
Aprio Wealth Management, LLC
DECREASED13,94015,427-1,487-10%$5.4M$4.0M-$1.5M2026-10-28
PFG Advisors
DECREASED13,88515,455-1,570-10%$5.5M$4.0M-$1.5M2026-10-16
Community Trust & Investment Co
INCREASED13,85413,824+30+0%$4.9M$3.9M-$934.1K2026-10-15
Union Bancaire Privee, UBP SA
DECREASED13,85314,455-602-4%$6.8M$6.6M-$201.1K2026-11-04
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED13,83513,83500%$4.9M$4.9M$02026-10-15
NBT Bank, N.A.
DECREASED13,77113,833-620%$4.9M$3.9M-$960.8K2026-10-21
First National Bank of Mount Dora, Trust Investment Services
INCREASED13,76213,100+662+5%$4.6M$3.9M-$705.0K2026-10-21
Grey Ledge Advisors, LLC
DECREASED13,70413,706-20%$4.8M$3.9M-$935.3K2026-11-02
Apella Capital, LLC
INCREASED13,68611,888+1,798+15%$4.1M$3.9M-$193.0K2026-10-08
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED13,6763,441+10,235+297%$1.2M$3.9M+$2.7M2026-10-22
Hall Laurie J Trustee
INCREASED13,66713,467+200+1%$4.7M$3.9M-$861.4K2026-10-06
Profund Advisors LLC
DECREASED13,63613,696-600%$4.8M$3.9M-$951.0K2026-10-29
Carnegie Lake Advisors LLC
DECREASED13,63214,243-611-4%$5.0M$4.1M-$970.7K2026-11-03
Beacon Bank & Trust
DECREASED13,59114,454-863-6%$5.1M$3.9M-$1.2M2026-10-27
Robbins Farley
DECREASED13,55613,633-77-1%$4.8M$3.9M-$951.5K2026-10-21
Herold Advisors, Inc.
INCREASED13,52513,017+508+4%$4.6M$3.8M-$744.4K2026-10-19
Whitener Capital Management, Inc.
DECREASED13,49713,653-156-1%$4.8M$3.8M-$975.4K2026-10-15
China Universal Asset Management Co., Ltd.
INCREASED13,49512,928+567+4%$4.6M$3.9M-$672.3K2026-10-28
Griffith & Werner, Inc.
INCREASED13,48911,997+1,492+12%$4.2M$3.8M-$393.5K2026-11-04
Burns J W & Co Inc
DECREASED13,43514,795-1,360-9%$5.2M$3.8M-$1.4M2026-10-20
Canandaigua National Bank & Trust Co
INCREASED13,41013,232+178+1%$4.7M$3.8M-$851.7K2026-10-07
Valley Brook Capital Group, Inc.
DECREASED13,39913,454-550%$4.7M$3.8M-$932.9K2026-10-26
Pegasus Asset Management, Inc.
INCREASED13,39113,009+382+3%$4.6M$3.8M-$778.4K2026-11-03
Larson Financial Group LLC
INCREASED13,35713,155+202+2%$4.6M$3.8M-$839.7K2026-11-05
Connecticut Wealth Management, LLC
DECREASED13,26113,413-152-1%$4.7M$3.8M-$957.9K2026-10-13
Goelzer Investment Management, Inc.
DECREASED13,22413,869-645-5%$4.9M$3.8M-$1.1M2026-10-16
Quadrant Private Wealth Management, LLC
NEW13,145—+13,145——$3.7M—2026-11-04
Aware Super Pty Ltd as trustee of Aware Super
DECREASED13,13719,858-6,721-34%$7.0M$3.7M-$3.3M2026-10-30
Y-Intercept (Hong Kong) Ltd
NEW13,095—+13,095——$3.7M—2026-10-16
Stiles Financial Services Inc
INCREASED13,09512,855+240+2%$4.5M$3.7M-$808.2K2026-10-30
Parisi Gray Wealth Management
DECREASED13,09014,468-1,378-10%$5.1M$3.7M-$1.4M2026-10-16
Sanders Morris Harris LLC
INCREASED13,0734,107+8,966+218%$1.4M$3.8M+$2.3M2026-10-14
Moody National Bank Trust Division
INCREASED12,85111,227+1,624+14%$4.0M$3.7M-$303.6K2026-10-06
Investmark Advisory Group LLC
INCREASED12,75312,037+716+6%$4.2M$3.6M-$616.5K2026-10-27
Nixon Peabody Trust Co
DECREASED12,73813,416-678-5%$4.7M$3.6M-$1.1M2026-10-23
Orange Investment Advisors, Inc.
DECREASED12,71312,942-229-2%$4.6M$3.6M-$947.7K2026-10-23
Courier Capital LLC
INCREASED12,68012,602+78+1%$4.4M$3.6M-$837.4K2026-10-19
Kathmere Capital Management, LLC
INCREASED12,67410,749+1,925+18%$3.8M$3.6M-$185.4K2026-10-20
Claro Advisors Inc.
INCREASED12,66911,941+728+6%$4.2M$3.6M-$607.1K2026-11-02
First City Capital Management, Inc.
DECREASED12,66112,825-164-1%$4.5M$3.6M-$921.2K2026-10-27
Csenge Advisory Group
DECREASED12,65713,376-719-5%$4.7M$3.6M-$1.1M2026-11-04
VestGen Advisors, LLC
DECREASED12,63414,793-2,159-15%$5.2M$3.6M-$1.6M2026-10-27
Grimes & Co Wealth Management, LLC
INCREASED12,63212,169+463+4%$4.3M$3.6M-$698.2K2026-10-29
Physicians Financial Services, Inc.
DECREASED12,62612,656-300%$4.5M$3.6M-$872.0K2026-11-04
Hoertkorn Richard Charles
DECREASED12,59612,696-100-1%$4.5M$3.6M-$894.2K2026-11-04
MCF Advisors LLC
INCREASED12,59512,270+325+3%$4.3M$3.6M-$744.1K2026-10-28
Tritonpoint Wealth, LLC
DECREASED12,53512,956-421-3%$4.6M$3.6M-$1.0M2026-10-19
Bison Wealth, LLC
INCREASED12,53111,596+935+8%$4.1M$3.6M-$424.2K2026-10-13
Hartline Investment Corp/
DECREASED12,52613,029-503-4%$4.6M$3.6M-$1.0M2026-10-29
Forum Financial Management, LP
DECREASED12,50712,530-230%$4.4M$3.6M-$860.7K2026-10-16
Burke & Herbert Bank & Trust Co
DECREASED12,49312,513-200%$4.4M$3.6M-$859.0K2026-11-02
Valley Wealth Managers, Inc.
INCREASED12,45812,072+386+3%$4.3M$3.5M-$713.6K2026-10-09
Thompson Siegel & Walmsley LLC
INCREASED12,42012,201+219+2%$4.3M$3.5M-$770.0K2026-11-05
Retirement Planning Group, LLC
DECREASED12,36212,747-385-3%$4.5M$3.5M-$978.9K2026-10-19
Ferguson Shapiro LLC
INCREASED12,32912,236+93+1%$4.3M$3.5M-$808.1K2026-10-16
Chicago Partners Investment Group LLC
DECREASED12,32013,910-1,590-11%$4.5M$3.9M-$576.3K2026-10-27
MV Capital Management, Inc.
INCREASED12,29711,332+965+9%$4.0M$3.5M-$498.2K2026-10-29
ROI Financial Advisors, LLC
DECREASED12,26912,901-632-5%$4.5M$3.5M-$1.1M2026-10-19
Cohen Investment Advisors LLC
INCREASED12,15011,803+347+3%$4.2M$3.5M-$706.1K2026-10-20
Legacy Private Trust Co.
INCREASED12,11111,294+817+7%$4.0M$3.4M-$537.7K2026-10-06
Angeles Wealth Management, LLC
DECREASED12,11012,599-489-4%$4.4M$3.4M-$998.2K2026-10-26
Martin Capital Partners, LLC
DECREASED12,10212,111-90%$4.3M$3.4M-$828.3K2026-10-07
Inscription Capital, LLC
DECREASED12,08013,337-1,257-9%$4.7M$3.4M-$1.3M2026-11-02
KMG Fiduciary Partners, LLC
INCREASED12,03111,985+46+0%$4.2M$3.4M-$804.1K2026-10-14
Caliber Wealth Management, LLC / KS
DECREASED11,98116,257-4,276-26%$5.7M$3.4M-$2.3M2026-11-04
Northstar Asset Management Co
DECREASED11,95012,000-500%$4.0M$3.8M-$241.8K2026-10-22
WD Rutherford LLC
DECREASED11,90712,435-528-4%$4.4M$3.4M-$998.2K2026-10-26
Texas Bank & Trust Co
DECREASED11,89812,073-175-1%$4.3M$3.4M-$873.0K2026-11-04
Essex Bank
DECREASED11,89312,180-287-2%$4.3M$3.4M-$912.2K2026-10-16
Aviance Capital Partners, LLC
DECREASED11,86812,369-501-4%$4.4M$3.4M-$985.9K2026-10-29
CPC Advisors, LLC
INCREASED11,85811,434+424+4%$4.0M$3.4M-$658.8K2026-10-21
Oak Thistle LLC
NEW11,822—+11,822——$3.4M—2026-10-21
Investment Advisory Services Inc
DECREASED11,81311,929-116-1%$4.2M$3.4M-$846.3K2026-10-27
First Nebraska Trust Co
DECREASED11,81212,276-464-4%$4.3M$3.4M-$969.3K2026-10-30
Columbia Asset Management
DECREASED11,80312,102-299-2%$4.3M$3.4M-$910.3K2026-10-19
Meridian Investment Counsel Inc.
DECREASED11,76712,023-256-2%$4.2M$3.3M-$892.7K2026-10-14
Home Federal Bank of Tennessee
DECREASED11,76111,765-40%$4.1M$3.3M-$803.4K2026-10-15
Platform Technology Partners
INCREASED11,75511,547+208+2%$4.1M$3.3M-$728.4K2026-11-02
Citizens National Bank Trust Department
DECREASED11,69212,070-378-3%$4.3M$3.3M-$930.6K2026-11-04
Blue Fin Capital, Inc.
INCREASED11,60711,421+186+2%$4.0M$3.3M-$725.9K2026-10-28
Carderock Capital Management Inc
DECREASED11,57920,032-8,453-42%$7.1M$3.3M-$3.8M2026-10-22
Traphagen Investment Advisors LLC
INCREASED11,57811,502+76+1%$4.1M$3.3M-$762.8K2026-10-14
RED Cedar Investment Management, LLC
UNCHANGED11,53611,53600%$4.1M$3.3M-$786.6K2026-11-04
Tounjian Advisory Partners, LLC
DECREASED11,48312,355-872-7%$4.4M$3.3M-$1.1M2026-11-04
West Paces Advisors Inc.
INCREASED11,42510,224+1,201+12%$3.6M$3.3M-$355.5K2026-10-13
Duncker Streett & Co Inc
DECREASED11,38011,415-350%$4.0M$3.2M-$788.2K2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED11,34411,511-167-1%$4.1M$3.2M-$832.1K2026-10-14
LVW Advisors, LLC
INCREASED11,2868,119+3,167+39%$2.9M$3.2M+$347.5K2026-10-19
Pictet North America Advisors SA
INCREASED11,2669,761+1,505+15%$3.4M$3.2M-$237.4K2026-10-21
Wedmont Private Capital
INCREASED11,25510,279+976+10%$3.5M$3.3M-$203.0K2026-10-09
Carolina Wealth Advisors, LLC
INCREASED11,2513,856+7,395+192%$1.4M$3.2M+$1.8M2026-10-23
Capital Investment Advisory Services, LLC
DECREASED11,22412,079-855-7%$4.3M$3.2M-$1.1M2026-10-30
McBroom & Associates, LLC
DECREASED11,22213,518-2,296-17%$4.8M$3.2M-$1.6M2026-10-29
Macroview Investment Management LLC
DECREASED11,14511,163-180%$3.9M$3.2M-$766.6K2026-10-26
Avior Wealth Management, LLC
DECREASED11,13713,112-1,975-15%$4.6M$3.2M-$1.5M2026-10-13
Moneco Advisors, LLC
DECREASED11,11411,152-380%$3.9M$3.2M-$771.2K2026-11-05
Northeast Investment Management
DECREASED11,08911,158-69-1%$3.9M$3.2M-$780.5K2026-10-30
Root Financial Partners, LLC
INCREASED11,04610,936+110+1%$3.9M$3.1M-$714.5K2026-10-21
Princeton Global Asset Management LLC
DECREASED11,03511,108-73-1%$3.9M$3.1M-$778.2K2026-10-21
TritonPoint Partners, LLC
DECREASED11,00116,668-5,667-34%$5.9M$3.1M-$2.7M2026-11-05
Zevenbergen Capital Investments LLC
INCREASED10,98710,472+515+5%$3.7M$3.1M-$567.6K2026-10-08
Atlas Brown,Inc.
DECREASED10,98311,007-240%$3.9M$3.1M-$757.4K2026-10-09
Trust Asset Management LLC
UNCHANGED10,98010,98000%$3.9M$3.1M-$748.7K2026-11-03
Integras Partners LLC
INCREASED10,94810,721+227+2%$3.8M$3.1M-$666.4K2026-10-30
Aull & Monroe Investment Management Corp
INCREASED10,75310,662+91+1%$3.8M$3.1M-$701.2K2026-10-16
Lynch Asset Management, Inc.
UNCHANGED10,75010,75000%$3.8M$3.1M-$733.0K2026-10-28
Armstrong Henry H Associates Inc
DECREASED10,73610,816-80-1%$3.8M$3.1M-$760.3K2026-10-07
TMB Capital Partners, LLC
INCREASED10,73010,677+53+1%$3.8M$3.1M-$712.9K2026-10-20
Lmcg Investments, LLC
DECREASED10,70911,305-596-5%$4.0M$3.0M-$940.4K2026-10-21
Signet Investment Advisory Group, Inc.
INCREASED10,7039,961+742+7%$3.5M$3.0M-$468.1K2026-10-30
Hager Investment Management Services, LLC
INCREASED10,67210,621+51+0%$3.7M$3.0M-$709.6K2026-11-04
Philip James Wealth Mangement, LLC
DECREASED10,63810,713-75-1%$3.8M$3.0M-$751.8K2026-10-27
Searle & Co.
UNCHANGED10,59210,59200%$3.7M$3.0M-$722.2K2026-11-04
Jacobi Capital Management LLC
INCREASED10,50610,223+283+3%$3.6M$3.0M-$616.5K2026-11-05
Cottage Street Advisors LLC
DECREASED10,49810,821-323-3%$3.8M$3.0M-$826.5K2026-10-19
Hengehold Capital Management LLC
INCREASED10,49510,367+128+1%$3.7M$3.0M-$670.4K2026-10-16
Concord Wealth Partners
INCREASED10,4889,633+855+9%$3.4M$3.0M-$413.9K2026-11-02
Crystal Rock Capital Management
UNCHANGED10,47210,47200%$3.7M$3.0M-$714.1K2026-10-28
Bell & Brown Wealth Advisors, LLC
DECREASED10,45810,524-66-1%$3.7M$3.0M-$736.6K2026-10-16
Parkside Financial Bank & Trust
DECREASED10,41811,589-1,171-10%$4.1M$3.0M-$1.1M2026-10-27
Cornerstone Wealth Management, LLC
DECREASED10,40511,140-735-7%$3.9M$3.0M-$968.8K2026-11-04
LMG Wealth Partners, LLC
INCREASED10,3289,974+354+4%$3.5M$2.9M-$579.3K2026-11-05
AMF Tjanstepension AB
UNCHANGED10,24310,24300%$3.6M$2.9M-$698.5K2026-10-22
Chicago Capital, LLC
INCREASED10,2189,691+527+5%$3.4M$2.9M-$510.9K2026-10-13
Formidable Asset Management, LLC
DECREASED10,09010,093-30%$3.3M$3.6M+$238.8K2026-11-03
Krilogy Financial LLC
DECREASED10,08211,659-1,577-14%$4.1M$2.9M-$1.2M2026-10-13
Oakworth Capital, Inc.
INCREASED10,08210,055+27+0%$3.5M$2.9M-$673.8K2026-10-26
Strategic Blueprint, LLC
DECREASED10,04210,308-266-3%$3.6M$2.9M-$778.4K2026-10-22
Impact Capital Partners LLC
INCREASED10,0309,721+309+3%$3.4M$2.9M-$574.9K2026-10-22
Frank, Rimerman Advisors LLC
INCREASED10,0078,565+1,442+17%$3.0M$2.8M-$173.8K2026-10-16
Daytona Street Capital LLC
INCREASED10,0058,712+1,293+15%$3.0M$2.8M-$171.9K2026-10-15
Mitchell & Pahl Private Wealth, LLC
INCREASED9,9859,498+487+5%$3.3M$2.8M-$509.1K2026-10-14
Dudley Capital Management, LLC
UNCHANGED9,9309,93000%$3.5M$2.8M-$677.1K2026-10-23
JGP Wealth Management, LLC
DECREASED9,87812,461-2,583-21%$4.4M$2.8M-$1.6M2026-10-13
Compound Planning, Inc.
DECREASED9,86211,270-1,408-12%$4.0M$2.8M-$1.2M2026-11-05
Avidian Wealth Enterprises, LLC
DECREASED9,83913,461-3,622-27%$4.7M$2.8M-$1.9M2026-10-08
Lanark Financial, Inc.
DECREASED9,83910,128-289-3%$3.6M$2.8M-$773.0K2026-10-26
ICW Investment Advisors LLC
DECREASED9,8389,912-74-1%$3.5M$2.8M-$696.9K2026-10-27
Souders Financial Advisors
DECREASED9,71610,012-296-3%$3.5M$2.8M-$767.0K2026-11-03
Prairie Advisory, LLC
INCREASED9,7145,332+4,382+82%$1.9M$2.8M+$883.3K2026-10-19
Gryphon Financial Partners LLC
DECREASED9,70410,296-592-6%$3.6M$2.8M-$870.4K2026-11-04
Greenfield Savings Bank
DECREASED9,6629,869-207-2%$3.5M$2.7M-$731.9K2026-10-07
Deseret Mutual Benefit Administrators
INCREASED9,6539,482+171+2%$3.3M$2.7M-$597.9K2026-11-04
Point Windward Advisors Inc.
INCREASED9,6229,234+388+4%$3.3M$2.7M-$519.3K2026-11-06
Flavin Financial Services, Inc.
INCREASED9,5989,556+42+0%$3.4M$2.7M-$639.7K2026-10-21
Montchanin Asset Management, LLC
INCREASED9,5849,559+25+0%$3.4M$2.7M-$644.0K2026-11-02
Patriot Financial Group Insurance Agency, LLC
INCREASED9,5339,501+32+0%$3.4M$2.7M-$638.5K2026-10-14
Eclectic Associates Inc
DECREASED9,49610,348-852-8%$3.6M$2.7M-$948.2K2026-10-09
Arthur M. Cohen & Associates, LLC
DECREASED9,49012,178-2,688-22%$4.3M$2.7M-$1.6M2026-10-26
Oak Asset Management, LLC
DECREASED9,4189,723-305-3%$3.4M$2.7M-$749.8K2026-10-13
CFM Wealth Partners LLC
DECREASED9,40913,203-3,794-29%$4.7M$2.7M-$2.0M2026-11-05
Regents Gate Capital LLP
NEW9,389—+9,389——$2.7M—2026-11-03
Manchester Capital Management LLC
DECREASED9,38110,514-1,133-11%$3.7M$2.7M-$1.0M2026-10-22
Harbor Investment Advisory, LLC
DECREASED9,3469,396-50-1%$3.3M$2.7M-$655.1K2026-10-13
Globalt Investments LLC / GA
DECREASED9,3409,671-331-3%$3.4M$2.7M-$753.6K2026-10-27
Grove Bank & Trust
DECREASED9,3409,515-175-2%$3.4M$2.7M-$698.6K2026-10-08
Harold Davidson & Associates Inc.
DECREASED9,3289,421-93-1%$3.3M$2.7M-$668.9K2026-10-29
Cigna Investments Inc
DECREASED9,3189,357-390%$3.3M$2.7M-$649.0K2026-10-19
CX Institutional
DECREASED9,28628,690-19,404-68%$10.1K$2.6K-$7.5K2026-10-02
Summit Global Investments
INCREASED9,2516,471+2,780+43%$2.3M$2.6M+$350.0K2026-10-28
First Interstate Bank
DECREASED9,1979,331-134-1%$3.3M$2.6M-$674.4K2026-10-23
Keudell ison Wealth Management
UNCHANGED9,1979,19700%$3.2M$2.6M-$627.1K2026-10-16
True North Advisors, LLC
DECREASED9,1539,219-66-1%$3.3M$2.6M-$647.4K2026-10-22
Bender Robert & Associates
INCREASED9,1348,789+345+4%$3.1M$2.6M-$501.2K2026-10-21
High Net Worth Advisory Group LLC
DECREASED9,1339,766-633-6%$3.4M$2.6M-$846.1K2026-10-26
Cornerstone Planning, LLC
INCREASED9,0218,954+67+1%$3.2M$3.0M-$156.3K2026-10-27
Delta Capital Management LLC
DECREASED8,9858,995-100%$3.2K$2.6K-$6162026-10-16
Mitchell Sinkler & Starr
DECREASED8,9589,076-118-1%$3.2M$2.5M-$652.5K2026-10-13
Koshinski Asset Management, Inc.
DECREASED8,91010,141-1,231-12%$3.6M$2.5M-$1.0M2026-10-29
Summit Asset Management, LLC
INCREASED8,8998,764+135+2%$3.1M$2.5M-$559.2K2026-11-05
Enclave Advisors LLC
DECREASED8,8928,978-86-1%$3.2M$2.5M-$636.8K2026-10-14
Concord Asset Management, LLC
INCREASED8,8897,935+954+12%$2.8M$2.5M-$269.9K2026-11-02
Taylor Financial Group, Inc.
UNCHANGED8,8618,86100%$3.1M$2.5M-$604.2K2026-11-02
Dillon & Associates Inc
DECREASED8,8609,950-1,090-11%$3.5M$2.5M-$996.0K2026-10-22
CGN Advisors LLC
DECREASED8,8139,470-657-7%$3.3M$2.5M-$832.6K2026-10-21
LaFleur & Godfrey LLC
DECREASED8,8138,998-185-2%$3.2M$2.5M-$666.2K2026-10-27
Winthrop Advisory Group LLC
DECREASED8,8078,921-114-1%$3.1M$2.5M-$640.9K2026-10-22
Capital Square, LLC
DECREASED8,7889,145-357-4%$3.1M$2.5M-$639.4K2026-10-19
Levin Capital Strategies, L.P.
DECREASED8,7538,765-120%$3.1M$2.5M-$601.1K2026-11-02
Wealth Alliance Advisory Group, LLC
INCREASED8,7508,182+568+7%$2.9M$2.5M-$396.5K2026-10-14
GS Investments, Inc.
INCREASED8,7088,632+76+1%$3.0M$2.5M-$567.0K2026-11-05
Alta Capital Management LLC/
DECREASED8,66722,707-14,040-62%$8.0M$2.5M-$5.5M2026-10-26
Hartford Financial Management Inc.
DECREASED8,6248,743-119-1%$3.1M$2.5M-$630.0K2026-10-21
Quantum Private Wealth, LLC
DECREASED8,61311,544-2,931-25%$4.1M$2.5M-$1.6M2026-10-20
Shepherd Financial Partners LLC
DECREASED8,6128,810-198-2%$3.1M$2.5M-$657.0K2026-11-03
Fruth Investment Management
DECREASED8,6108,651-410%$3.1K$2.4K-$6022026-10-13
Successful Portfolios LLC
INCREASED8,5868,580+6+0%$2.9M$2.4M-$524.3K2026-10-09
Zega Investments, LLC
INCREASED8,5727,774+798+10%$2.7M$2.4M-$303.2K2026-11-04
Investment House LLC
DECREASED8,52014,463-5,943-41%$5.1M$2.4M-$2.7M2026-10-21
Cordatus Wealth Management LLC
DECREASED8,4908,569-79-1%$3.0M$2.4M-$606.8K2026-10-19
Roman Butler Fullerton & Co
DECREASED8,4679,259-792-9%$3.1M$2.6M-$497.4K2026-10-27
QV Investors Inc.
DECREASED8,4578,597-140-2%$3.0M$2.4M-$626.0K2026-10-20
Somerset Trust Co
INCREASED8,4548,363+91+1%$2.9M$2.4M-$544.4K2026-10-13
Sawyer & Company, Inc
DECREASED8,4458,557-112-1%$3.0M$2.4M-$615.4K2026-10-21
Generali Investments, Management Co LLC
INCREASED8,4048,304+100+1%$2.9M$2.4M-$537.8K2026-10-19
Rydar Equities, Inc.
INCREASED8,3807,383+997+14%$2.5M$2.4M-$87.2K2026-10-13
Third View Private Wealth, LLC
INCREASED8,3708,111+259+3%$2.9M$2.4M-$479.5K2026-10-30
HCR Wealth Advisors
DECREASED8,3688,495-127-1%$3.0M$2.4M-$615.4K2026-10-15
General Partner, Inc.
UNCHANGED8,3628,36200%$2.9M$2.4M-$570.2K2026-10-05
NTV Asset Management LLC
DECREASED8,3399,400-1,061-11%$3.3M$2.4M-$942.5K2026-10-23
James J. Burns & Company, LLC
DECREASED8,3378,937-600-7%$3.2M$2.4M-$780.0K2026-10-22
Raab & Moskowitz Asset Management LLC
DECREASED8,3229,201-879-10%$3.2M$2.4M-$877.6K2026-11-02
Gen-Wealth Partners Inc
INCREASED8,2877,189+1,098+15%$2.5M$2.4M-$177.9K2026-11-04
Chemung Canal Trust Co
DECREASED8,2878,316-290%$2.9M$2.4M-$575.3K2026-11-04
Crescent Sterling, Ltd.
INCREASED8,2608,167+93+1%$2.9M$2.3M-$530.5K2026-10-16
Northcape Wealth Management, LLC
INCREASED8,2407,942+298+4%$2.8M$2.3M-$456.9K2026-11-04
Marion Wealth Management
INCREASED8,2267,884+342+4%$2.8M$2.3M-$440.2K2026-10-22
Harmony Asset Management LLC
DECREASED8,2089,028-820-9%$3.2M$2.3M-$848.9K2026-10-20
CoreCap Advisors, LLC
INCREASED8,1716,788+1,383+20%$2.4M$2.3M-$69.1K2026-10-08
Great Diamond Partners, LLC
DECREASED8,1448,340-196-2%$2.9M$2.3M-$624.5K2026-10-13
Silverlake Wealth Management LLC
INCREASED8,1437,862+281+4%$2.8M$2.3M-$456.2K2026-10-21
ANB Bank
INCREASED8,1077,991+116+1%$2.8M$2.3M-$511.9K2026-10-09
Radnor Capital Management, LLC
UNCHANGED8,1038,10300%$2.9M$2.3M-$552.5K2026-10-23
Facet Wealth, Inc.
INCREASED8,0847,388+696+9%$2.6M$2.3M-$305.8K2026-11-04
Adirondack Trust Co
DECREASED8,0698,949-880-10%$3.2M$2.3M-$860.6K2026-10-14
Ballast, Inc.
INCREASED8,0507,796+254+3%$2.7M$2.3M-$459.3K2026-10-20
Retirement Guys Formula LLC
INCREASED8,0476,308+1,739+28%$2.2M$2.3M+$64.6K2026-10-26
Forvis Mazars Wealth Advisors, LLC
DECREASED8,0109,310-1,300-14%$3.3M$2.3M-$1.0M2026-10-13
SeaCrest Wealth Management, LLC
DECREASED7,9928,084-92-1%$2.9M$2.3M-$577.2K2026-10-21
JB Capital LLC
DECREASED7,9778,043-66-1%$2.8M$2.3M-$567.2K2026-10-19
B.A. Schrock Wealth Management, Inc.
NEW7,960—+7,960——$2.2M—2026-10-15
Granite Group Advisors, LLC
DECREASED7,9429,251-1,309-14%$3.3M$2.3M-$1.0M2026-10-14
Knights of Columbus Asset Advisors LLC
INCREASED7,8647,633+231+3%$2.7M$2.2M-$454.7K2026-11-05
Cypress Capital, LLC
INCREASED7,8567,455+401+5%$2.6M$2.2M-$394.3K2026-10-20
Annex Advisory Services, LLC
DECREASED7,85217,700-9,848-56%$6.2M$2.2M-$4.0M2026-10-16
Roberts Wealth Advisors, LLC
INCREASED7,8517,272+579+8%$2.6M$2.2M-$331.2K2026-10-14
Premier Path Wealth Partners, LLC
INCREASED7,8417,567+274+4%$2.7M$2.2M-$437.9K2026-10-16
Diversified Enterprises, LLC
INCREASED7,8366,999+837+12%$2.5M$2.2M-$239.3K2026-10-19
Nations Financial Group Inc,
INCREASED7,8017,703+98+1%$2.7M$2.2M-$497.2K2026-11-05
Toth Financial Advisory Corp
DECREASED7,7989,023-1,225-14%$3.2M$2.2M-$963.9K2026-10-08
Zullo Investment Group, Inc.
INCREASED7,7967,732+64+1%$2.7M$2.2M-$509.2K2026-10-20
Sather Financial Group Inc
UNCHANGED7,7957,79500%$2.7M$2.2M-$531.5K2026-10-30
Cidel Asset Management Inc
INCREASED7,7756,901+874+13%$2.4M$2.2M-$221.9K2026-10-29
Fourpath Capital Management, LLC
DECREASED7,7717,966-195-2%$2.8M$2.2M-$598.7K2026-10-19
Biltmore Family Office, LLC
DECREASED7,7307,743-130%$2.7M$2.2M-$531.7K2026-11-03
Ascentis Wealth Management, LLC
INCREASED7,7235,826+1,897+33%$2.1M$2.2M+$141.6K2026-11-03
Elco Management Co., LLC
INCREASED7,7037,502+201+3%$2.6M$2.2M-$454.3K2026-10-14
Nicholas Wealth, Llc.
INCREASED7,6914,903+2,788+57%$1.7M$2.2M+$458.8K2026-10-26
Independent Solutions Wealth Management, LLC
INCREASED7,6917,576+115+2%$2.7M$2.2M-$483.9K2026-10-28
Soltis Investment Advisors LLC
INCREASED7,6705,819+1,851+32%$2.1M$2.2M+$129.8K2026-10-28
Asset Dedication, LLC
DECREASED7,6478,754-1,107-13%$3.1M$2.2M-$911.8K2026-11-03
Precedent Wealth Partners, LLC
INCREASED7,6316,464+1,167+18%$2.3M$2.2M-$108.8K2026-10-21
Highland Capital Management, LLC
INCREASED7,6297,517+112+1%$2.7M$2.2M-$480.7K2026-10-26
M&G Plc
DECREASED7,6198,740-1,121-13%$3.1M$2.2M-$921.4K2026-11-04
Orser Capital Management, LLC
DECREASED7,6047,619-150%$2.7M$2.2M-$523.8K2026-10-13
Marathon Wealth Advisors LLC
INCREASED7,5897,545+44+1%$2.7M$2.2M-$502.1K2026-11-04
ABC Arbitrage SA
NEW7,587—+7,587——$2.2M—2026-10-23
71 West Capital Partners
DECREASED7,5859,268-1,683-18%$3.3M$2.2M-$1.1M2026-11-04
DDD Partners, LLC
INCREASED7,5842,801+4,783+171%$987.9K$2.2M+$1.2M2026-11-02
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED7,5837,594-110%$2.7M$2.2M-$520.9K2026-11-03
Provenance Wealth Advisors, LLC
INCREASED7,5101,211+6,299+520%$427.1K$2.1M+$1.7M2026-10-30
Nvwm, LLC
INCREASED7,5047,357+147+2%$2.6M$2.1M-$459.5K2026-10-14
Register Financial Advisors LLC
DECREASED7,4987,615-117-2%$2.7M$2.1M-$552.5K2026-10-23
Leisure Capital Management
UNCHANGED7,4977,49700%$2.6M$2.1M-$511.2K2026-11-03
Smith & Howard Wealth Management, LLC
INCREASED7,4763,604+3,872+107%$1.3M$2.1M+$855.8K2026-10-27
AM Investment Strategies LLC
INCREASED7,4327,384+48+1%$2.6K$2.1M+$2.1M2026-11-05
Catherine Avery Investment Management LLC
DECREASED7,42016,897-9,477-56%$6.0M$2.1M-$3.8M2026-10-14
Woodard & Co Asset Management Group Inc
DECREASED7,3798,337-958-11%$2.9M$2.1M-$840.9K2026-11-03
XML Financial, LLC
DECREASED7,3797,610-231-3%$2.7M$2.1M-$584.6K2026-10-29
Ashton Thomas Securities, LLC
DECREASED7,3607,365-50%$2.6M$2.1M-$499.4K2026-10-26
Lynch & Associates
INCREASED7,3496,984+365+5%$2.5M$2.1M-$372.4K2026-10-13
Indivisible Partners
INCREASED7,3365,266+2,070+39%$1.9M$2.1M+$230.0K2026-10-26
PW Nova Financial Services LLC
DECREASED7,3197,384-65-1%$2.6M$2.1M-$522.0K2026-10-15
Beacon Investment Advisory Services, Inc.
DECREASED7,3129,425-2,113-22%$3.3M$2.1M-$1.2M2026-10-13
Wolverine Asset Management LLC
NEW7,303—+7,303——$2.1M—2026-11-02
Mill Capital Management, LLC
UNCHANGED7,3007,30000%$2.6M$2.1M-$497.8K2026-10-26
IPG Investment Advisors LLC
INCREASED7,2636,737+526+8%$2.4M$2.1M-$309.8K2026-10-30
Strengthening Families & Communities, LLC
INCREASED7,2487,183+65+1%$2.5M$2.1M-$471.3K2026-10-21
Viewpoint Capital Management LLC
INCREASED7,2325,867+1,365+23%$2.1M$2.1M-$11.7K2026-10-27
Linden Thomas Advisory Services, LLC
INCREASED7,2197,171+48+1%$2.5M$2.1M-$475.3K2026-10-19
Curtis Advisory Group, LLC
DECREASED7,2168,029-813-10%$2.8M$2.1M-$778.8K2026-10-28
Portside Wealth Group, LLC
DECREASED7,2147,937-723-9%$2.8M$2.1M-$747.0K2026-10-20
Focus Financial Network, Inc.
DECREASED7,2017,498-297-4%$2.6M$2.0M-$595.8K2026-10-14
Pacific Wealth Strategies Group, Inc.
INCREASED7,1906,939+251+4%$2.4M$2.0M-$401.9K2026-11-02
Delta Financial Advisors LLC
INCREASED7,1877,052+135+2%$2.5M$2.0M-$442.5K2026-10-27
RKL Wealth Management LLC
INCREASED7,1756,805+370+5%$2.4M$2.0M-$358.8K2026-10-16
Foster Group, Inc.
INCREASED7,1732,222+4,951+223%$783.5K$2.0M+$1.3M2026-10-13
Cassaday & Co Wealth Management LLC
INCREASED7,1646,453+711+11%$2.3M$2.0M-$237.8K2026-10-27
Autumn Glory Partners, LLC
DECREASED7,1627,167-50%$2.5M$2.0M-$490.1K2026-10-26
Alta Advisers Ltd
INCREASED7,1303,881+3,249+84%$1.4M$2.0M+$659.7K2026-11-02
Ignite Planners, LLC
INCREASED7,1196,984+135+2%$2.5M$2.0M-$430.4K2026-10-14
Clark Asset Management, LLC
DECREASED7,1107,283-173-2%$2.6M$2.0M-$545.8K2026-10-19
Howard Capital Management, LLC
DECREASED7,1017,186-85-1%$2.5M$2.0M-$514.2K2026-10-16
Norden Group LLC
DECREASED7,0747,825-751-10%$2.8M$2.0M-$747.3K2026-10-20
Weaver Capital Management LLC
DECREASED7,07211,281-4,209-37%$3.7M$2.0M-$1.7M2026-10-15
MBL Wealth, LLC
INCREASED7,0585,638+1,420+25%$2.0M$2.0M+$19.4K2026-10-22
Pullen Investment Management, LLC
DECREASED7,0487,118-70-1%$2.5M$2.0M-$505.3K2026-10-23
Richards, Merrill & Peterson, Inc.
DECREASED7,0407,559-519-7%$2.7M$2.0M-$663.2K2026-10-19
Baypointe Partners LLC
DECREASED7,00020,000-13,000-65%$7.1M$2.0M-$5.1M2026-10-22
Cincinnati Casualty Co
UNCHANGED7,0007,00000%$2.5M$2.0M-$477.3K2026-11-03
Aaron Wealth Advisors LLC
DECREASED6,99414,324-7,330-51%$5.1M$2.0M-$3.1M2026-10-13
McKinley Carter Wealth Services, Inc.
DECREASED6,9338,362-1,429-17%$2.9M$2.0M-$976.7K2026-10-16
Coastline Trust Co
DECREASED6,8627,629-767-10%$2.7M$2.0M-$738.4K2026-10-01
SAX Wealth Advisors, LLC
DECREASED6,8498,141-1,292-16%$2.7M$1.9M-$729.2K2026-10-13
Next Level Private LLC
DECREASED6,8096,896-87-1%$2.4M$1.9M-$495.0K2026-10-20
Chicago Trust Co NA
DECREASED6,8056,849-44-1%$2.4M$1.9M-$479.6K2026-10-28
DT Investment Partners, LLC
UNCHANGED6,8006,80000%$2.4M$1.9M-$463.7K2026-10-27
Founders Financial Securities LLC
INCREASED6,7616,676+85+1%$2.4M$1.9M-$430.9K2026-10-28
Howland Capital Management LLC
DECREASED6,72811,662-4,934-42%$4.1M$1.9M-$2.2M2026-10-22
Trust Co of Oklahoma
DECREASED6,7187,430-712-10%$2.6M$1.9M-$709.2K2026-10-15
55 North Private Wealth, LLC
INCREASED6,7161,985+4,731+238%$700.2K$1.9M+$1.2M2026-10-20
WBH Advisory Inc
INCREASED6,6666,265+401+6%$2.2M$1.9M-$313.1K2026-11-05
Middleton & Co Inc
DECREASED6,6596,846-187-3%$2.4M$1.9M-$520.1K2026-10-23
PDS Planning, Inc
DECREASED6,6587,300-642-9%$2.6M$1.9M-$680.4K2026-11-03
MBM Wealth Consultants, LLC
INCREASED6,6496,149+500+8%$2.2M$1.9M-$277.1K2026-10-20
Lighthouse Financial Services Inc
DECREASED6,6366,700-64-1%$2.4M$1.9M-$462.8K2026-11-02
Curbstone Financial Management Corp
INCREASED6,6106,510+100+2%$2.3M$1.9M-$415.5K2026-10-21
Koa Wealth Management, LLC
INCREASED6,6016,351+250+4%$2.2M$1.9M-$361.8K2026-10-14
Berman McAleer LLC
UNCHANGED6,5686,56800%$2.3M$1.9M-$447.9K2026-10-16
Heartwood Wealth Advisors LLC
DECREASED6,5656,593-280%$2.3M$1.9M-$457.5K2026-10-05
Klingman & Associates, LLC
INCREASED6,5546,068+486+8%$2.1M$1.9M-$275.5K2026-10-20
KPP Advisory Services LLC
INCREASED6,5406,430+110+2%$2.3M$1.9M-$407.2K2026-10-26
Alpha Omega Wealth Management LLC
UNCHANGED6,5366,53600%$2.3M$1.9M-$445.7K2026-10-23
Opinicus Capital, Inc.
INCREASED6,5346,365+169+3%$2.2M$1.9M-$385.7K2026-10-28
Iams Wealth Management, LLC
INCREASED6,5196,431+88+1%$2.3M$1.9M-$413.6K2026-10-15
Phoenix Wealth Advisors
DECREASED6,5036,507-40%$2.3M$1.8M-$444.8K2026-11-03
Wolff Wiese Magana LLC
INCREASED6,5016,469+32+0%$2.3M$1.8M-$432.1K2026-10-15
Washington Trust Advisors, Inc.
DECREASED6,4896,669-180-3%$2.4M$1.8M-$506.0K2026-10-22
Brady Martz Wealth Solutions, LLC
DECREASED6,4868,233-1,747-21%$2.9M$1.8M-$1.1M2026-11-05
Plimoth Trust Co LLC
DECREASED6,4836,518-35-1%$2.3M$1.8M-$454.4K2026-10-26
Kampmann Melissa S.
DECREASED6,4736,725-252-4%$2.4M$1.8M-$530.3K2026-10-28
Hennion & Walsh Asset Management, Inc.
INCREASED6,4616,116+345+6%$2.2M$1.8M-$318.9K2026-10-13
Columbia Bank
INCREASED6,4505,341+1,109+21%$1.9M$1.8M-$48.7K2026-10-29
Old Second National Bank of Aurora
DECREASED6,4506,687-237-4%$2.4M$1.8M-$523.4K2026-10-22
Virginia Wealth Management Group, Inc.
INCREASED6,4266,321+105+2%$2.2M$1.8M-$401.1K2026-10-14
Bank of Stockton
DECREASED6,4016,838-437-6%$2.4M$1.8M-$590.6K2026-10-20
Convergence Investment Partners, LLC
INCREASED6,3926,311+81+1%$2.2M$1.8M-$407.3K2026-10-28
Romano Brothers and Company
INCREASED6,3776,300+77+1%$2.2M$1.8M-$407.7K2026-10-22
Great Lakes Retirement, Inc.
INCREASED6,3695,689+680+12%$2.0M$1.8M-$194.5K2026-10-26
Aspen Investment Management Inc
DECREASED6,3576,374-170%$2.2K$1.8M+$1.8M2026-11-05
PFW Advisors LLC
DECREASED6,3466,420-74-1%$2.3M$1.8M-$458.8K2026-10-07
Avity Investment Management Inc.
DECREASED6,3456,395-50-1%$2.3M$1.8M-$450.3K2026-10-09
Supplemental Annuity Collective Trust of NJ
DECREASED6,3096,388-79-1%$2.3M$1.8M-$458.1K2026-11-02
Balentine LLC
DECREASED6,2976,541-244-4%$2.3M$1.8M-$515.5K2026-11-03
Sierra Summit Advisors LLC
INCREASED6,2746,120+154+3%$2.2M$1.8M-$373.5K2026-10-28
Portfolio Design Labs, LLC
INCREASED6,2656,199+66+1%$2.2M$1.8M-$404.2K2026-11-04
Trust Point Inc.
INCREASED6,2596,120+139+2%$2.2M$1.8M-$377.8K2026-10-27
1900 Wealth Management LLC
INCREASED6,2386,108+130+2%$2.2M$1.8M-$379.3K2026-10-13
JFS Wealth Advisors, LLC
DECREASED6,2266,289-63-1%$2.2M$1.8M-$446.7K2026-11-03
Persium Advisors, LLC
INCREASED6,2246,212+12+0%$2.2M$1.8M-$420.2K2026-10-07
Cooper Financial Group
DECREASED6,2237,403-1,180-16%$2.6M$1.8M-$840.7K2026-10-07
Beaumont Financial Advisors, LLC
DECREASED6,2176,291-74-1%$2.2M$1.8M-$450.1K2026-10-22
Cane Capital Partners, LLC
DECREASED6,1876,397-210-3%$2.3M$1.8M-$496.0K2026-10-23
Mengis Capital Management, Inc.
INCREASED6,1846,181+3+0%$2.2M$1.8M-$421.0K2026-10-13
Tower View Wealth Management LLC
DECREASED6,1646,343-179-3%$2.2M$1.8M-$483.6K2026-10-23
Golden State Wealth Management, LLC
INCREASED6,1635,964+199+3%$2.1M$1.8M-$350.1K2026-11-02
Versant Capital Management, Inc
INCREASED6,1536,109+44+1%$2.2M$1.8M-$404.1K2026-10-02
Certified Advisory Corp
DECREASED6,1406,529-389-6%$2.3M$1.7M-$556.2K2026-10-29
Community Bank of Raymore
UNCHANGED6,1396,13900%$2.2M$1.7M-$418.6K2026-10-23
Tealwood Asset Management Inc
DECREASED6,1386,184-46-1%$2.2K$1.7K-$4352026-10-13
Tannin Capital LLC
DECREASED6,1326,862-730-11%$2.4M$1.7M-$675.7K2026-11-05
Benedict Financial Advisors Inc
DECREASED6,1306,209-79-1%$2.2M$1.7M-$445.9K2026-10-07
Solidarity Wealth, LLC
INCREASED6,1145,815+299+5%$2.1M$1.7M-$311.5K2026-10-15
Yankcom Partnership
INCREASED6,0235,330+693+13%$1.9M$1.7M-$166.3K2026-10-15
Perpetual Ltd
DECREASED6,0066,014-80%$2.1M$1.7M-$412.4K2026-10-13
Vision Financial Markets LLC
INCREASED5,9935,895+98+2%$2.1M$1.7M-$374.7K2026-10-22
United Community Bank
INCREASED5,9915,837+154+3%$2.1M$1.7M-$354.2K2026-10-28
Providence Wealth Advisors, LLC
DECREASED5,9796,270-291-5%$2.2M$1.7M-$523.6K2026-10-29
Pinnacle Wealth Planning Services, Inc.
DECREASED5,9566,497-541-8%$2.3M$1.7M-$597.0K2026-10-27
WealthPLAN Partners, LLC
INCREASED5,9374,787+1,150+24%$1.7M$1.7M+$6682026-10-15
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED5,9375,969-32-1%$2.0M$1.9M-$107.5K2026-10-21
Greenspring Advisors, LLC
INCREASED5,9123,255+2,657+82%$1.1M$1.7M+$533.7K2026-11-05
Wealth Architects, LLC
DECREASED5,9075,951-44-1%$2.1M$1.7M-$418.3K2026-11-03
Hazlett, Burt & Watson, Inc.
DECREASED5,8975,971-74-1%$1.8M$1.2M-$609.8K2026-11-04
Alhambra Investment Management LLC
UNCHANGED5,8735,87300%$2.1M$1.7M-$400.5K2026-10-15
R Squared Ltd
NEW5,872—+5,872——$1.7M—2026-11-06
Moss Adams Wealth Advisors LLC
DECREASED5,8607,160-1,300-18%$2.5M$1.7M-$858.0K2026-10-28
Community Financial Services Group, LLC
DECREASED5,8508,797-2,947-33%$3.1M$1.7M-$1.4M2026-10-15
Relyea Zuckerberg Hanson LLC
DECREASED5,8426,957-1,115-16%$2.5M$1.7M-$791.6K2026-10-20
Sterling Investment Counsel, LLC
INCREASED5,8114,896+915+19%$1.7M$1.7M-$73.3K2026-10-19
Covenant Asset Management, LLC
DECREASED5,8076,172-365-6%$2.2M$1.7M-$524.7K2026-10-14
HBW Advisory Services LLC
INCREASED5,8055,340+465+9%$1.9M$1.7M-$231.7K2026-10-15
Virtue Capital Management, LLC
INCREASED5,8044,791+1,013+21%$1.7M$1.7M-$22.5K2026-10-29
Patriot Investment Management Group, Inc.
INCREASED5,8025,775+27+0%$2.0M$1.7M-$386.1K2026-10-15
Buttonwood Financial Advisors Inc.
DECREASED5,7935,806-130%$2.0M$1.6M-$399.6K2026-10-13
Shum Financial Group, Inc.
DECREASED5,7855,893-108-2%$2.1M$1.6M-$432.6K2026-10-13
Trust Investment Advisors
INCREASED5,7815,119+662+13%$1.8M$1.6M-$160.7K2026-10-20
DSG Capital Advisors, LLC
DECREASED5,7675,911-144-2%$2.0M$1.6M-$355.7K2026-11-05
StrongBox Wealth, LLC
DECREASED5,73913,511-7,772-58%$4.8M$1.6M-$3.1M2026-11-02
Victory Financial Group, LLC
INCREASED5,7335,678+55+1%$2.0M$1.6M-$371.7K2026-10-27
Kingstone Capital Partners Texas, LLC
INCREASED5,7245,713+11+0%$2.0M$1.6M-$386.6K2026-11-03
Argentarii, LLC
DECREASED5,7125,819-107-2%$2.1M$1.6M-$437.7K2026-10-28
Eukles Asset Management
DECREASED5,7075,721-140%$2.0M$1.6M-$394.3K2026-11-04
Cherokee Insurance Co
UNCHANGED5,7005,70000%$2.0M$1.6M-$388.7K2026-11-05
Aljian Capital Management, LLC
DECREASED5,6987,701-2,003-26%$2.7M$1.6M-$1.1M2026-10-28
Wealth Management Partners, LLC
DECREASED5,6776,122-445-7%$2.2M$1.6M-$544.3K2026-10-21
Secure Asset Management, LLC
DECREASED5,6766,149-473-8%$2.2M$1.6M-$553.8K2026-10-19
Legacy Bridge, LLC
DECREASED5,6765,717-41-1%$2.0M$1.6M-$401.5K2026-10-28
Tandem Capital Management Corp
DECREASED5,6675,742-75-1%$2.0M$1.6M-$412.9K2026-10-22
Greenwood Gearhart LLC
INCREASED5,6425,550+92+2%$2.0M$1.6M-$352.3K2026-11-02
Pines Wealth Management, LLC
INCREASED5,6385,425+213+4%$1.9M$1.6M-$309.4K2026-10-21
Avantra Family Wealth, Inc.
INCREASED5,6263,495+2,131+61%$1.2M$1.6M+$367.9K2026-10-20
Schear Investment Advisers, LLC
DECREASED5,6066,719-1,113-17%$2.4M$1.6M-$774.9K2026-10-14
Tempo Wealth, LLC
INCREASED5,6064,931+675+14%$1.7M$1.6M-$144.2K2026-10-14
Regent Peak Wealth Advisors LLC
DECREASED5,5786,249-671-11%$2.2M$1.6M-$616.8K2026-10-13
Pacific Sage Partners, LLC
INCREASED5,5785,577+1+0%$2.0M$1.6M-$379.9K2026-10-21
Fragasso Financial Advisors Inc
INCREASED5,5762,444+3,132+128%$861.9K$1.6M+$759.4K2026-10-13
Jacksonville Wealth Management, LLC
DECREASED5,5706,124-554-9%$2.2M$1.6M-$575.1K2026-10-30
Accredited Investors Inc.
DECREASED5,5685,695-127-2%$2.0M$1.6M-$424.4K2026-11-03
Blodgett Wealth Advisors, LLC
INCREASED5,5655,452+113+2%$1.9M$1.6M-$339.6K2026-10-23
Farmers & Merchants Trust Co of Long Beach
INCREASED5,5615,298+263+5%$1.9M$1.6M-$286.4K2026-10-22
Dala Group, LLC
INCREASED5,5595,371+188+4%$1.9M$1.6M-$312.8K2026-10-29
Nfsg Corp
DECREASED5,55210,539-4,987-47%$3.7M$1.6M-$2.1M2026-10-15
Spirit of America Management Corp
UNCHANGED5,5385,53800%$2.0M$1.6M-$377.6K2026-10-14
Keating Investment Counselors Inc
UNCHANGED5,5315,53100%$2.0M$1.6M-$377.2K2026-10-14
Linscomb Wealth, Inc.
INCREASED5,4955,453+42+1%$1.9M$1.6M-$359.9K2026-11-05
Mcdonald Partners LLC
INCREASED5,4914,813+678+14%$1.7M$1.6M-$135.3K2026-11-03
Correct Capital Wealth Management
INCREASED5,4905,489+1+0%$1.9M$1.6M-$373.9K2026-11-02
River Street Advisors LLC
INCREASED5,4465,272+174+3%$1.9M$1.5M-$310.1K2026-10-22
Emerald Advisors, LLC
INCREASED5,4355,366+69+1%$1.9M$1.5M-$346.4K2026-10-13
MTM Investment Management, LLC
DECREASED5,4345,506-72-1%$1.9M$1.5M-$396.0K2026-10-30
Lee Financial Co
DECREASED5,4325,433-10%$1.9M$1.5M-$370.8K2026-10-16
GAM Holding AG
DECREASED5,4296,324-895-14%$2.2M$1.5M-$685.9K2026-11-03
Pathway Financial Advisers, LLC
DECREASED5,4255,739-314-5%$2.0M$1.5M-$479.7K2026-10-27
Investment Partners, Ltd.
INCREASED5,3904,271+1,119+26%$1.5M$1.5M+$26.8K2026-10-29
St. Johns Investment Management Company, LLC
DECREASED5,3795,627-248-4%$2.0M$1.5M-$454.3K2026-10-30
AdvisorNet Financial, Inc
DECREASED5,3755,644-269-5%$2.0M$1.6M-$402.1K2026-10-15
PUREfi Wealth, LLC
INCREASED5,3624,976+386+8%$1.8M$1.5M-$229.4K2026-10-19
Lantz Financial LLC
DECREASED5,3395,861-522-9%$2.1M$1.5M-$547.9K2026-10-15
Massachusetts Wealth Management
DECREASED5,3305,430-100-2%$1.9M$1.5M-$398.7K2026-10-21
Asset Advisory Group, Inc.
INCREASED5,3235,322+1+0%$1.9M$1.5M-$362.4K2026-10-20
BlueChip Wealth Advisors LLC
INCREASED5,3214,225+1,096+26%$1.5M$1.5M+$23.7K2026-11-03
Shulman DeMeo Asset Management LLC
INCREASED5,2945,289+5+0%$1.9M$1.5M-$376.9K2026-10-09
Compass Financial Management LLC
INCREASED5,2873,520+1,767+50%$1.2M$1.5M+$266.1K2026-10-30
Matrix Trust Co
INCREASED5,2815,262+19+0%$1.9K$1.5K-$3542026-10-07
Greg Jennings, LLC
NEW5,275—+5,275——$1.5M—2026-10-19
Todd Asset Management LLC
UNCHANGED5,2715,27100%$1.9M$1.5M-$359.4K2026-10-27
180 Wealth Advisors, LLC
DECREASED5,2645,460-196-4%$1.9M$1.5M-$428.1K2026-11-03
Wagner Wealth Management, LLC
INCREASED5,2614,082+1,179+29%$1.4M$1.5M+$56.8K2026-10-21
Live Oak Private Wealth LLC
DECREASED5,2535,384-131-2%$1.9M$1.5M-$404.4K2026-11-02
Curated Wealth Partners LLC
INCREASED5,239726+4,513+622%$256.0K$1.5M+$1.2M2026-10-15
Resonant Capital Advisors, LLC
DECREASED5,2296,788-1,559-23%$2.4M$1.5M-$906.6K2026-10-15
Sound Income Strategies, LLC
DECREASED5,2285,243-150%$1.8M$1.5M-$304.5K2026-10-09
BayBridge Capital Group, LLC
NEW5,213—+5,213——$1.5M—2026-10-13
Magnus Financial Group LLC
DECREASED5,1946,030-836-14%$2.1M$1.5M-$649.3K2026-10-21
Asempa Wealth Advisors
UNCHANGED5,1925,19200%$1.8M$1.5M-$364.6K2026-10-07
TCI Wealth Advisors, Inc.
INCREASED5,1824,698+484+10%$1.7M$1.5M-$182.6K2026-10-30
Advisor OS, LLC
DECREASED5,1706,997-1,827-26%$2.5M$1.5M-$996.9K2026-11-03
Archer Investment Corp
DECREASED5,1595,552-393-7%$2.0M$1.5M-$490.4K2026-11-05
Acropolis Investment Management, LLC
INCREASED5,1454,790+355+7%$1.7M$1.5M-$225.6K2026-10-08
Archford Capital Strategies, LLC
DECREASED5,1435,473-330-6%$1.9M$1.5M-$467.2K2026-10-19
Beacon Financial Group
INCREASED5,1405,047+93+2%$1.8M$1.5M-$317.9K2026-10-19
Cross Staff Investments Inc
UNCHANGED5,1365,13600%$1.8M$1.5M-$350.1K2026-10-22
Triad Wealth Partners, LLC
DECREASED5,1115,602-491-9%$1.9M$1.5M-$450.6K2026-10-26
Excalibur Management Corp
INCREASED5,1025,044+58+1%$1.8M$1.5M-$327.4K2026-11-02
Breakwater Capital Group
INCREASED5,0974,994+103+2%$1.8M$1.5M-$311.2K2026-10-09
Heck Capital Advisors, LLC
NEW5,076—+5,076——$1.4M—2026-10-14
Stablepoint Partners, LLC
INCREASED5,0694,842+227+5%$1.7M$1.4M-$265.3K2026-11-03
Johnson & White Wealth Management, LLC
INCREASED5,0674,990+77+2%$1.8M$1.4M-$318.2K2026-11-03
Intesa Sanpaolo Wealth Management
DECREASED5,03112,855-7,824-61%$4.5M$1.4M-$3.1M2026-10-28
Split Creek LLC DBA Split Creek Capital LLC
DECREASED5,0175,351-334-6%$1.9M$1.4M-$459.9K2026-11-02
Independent Investors Inc
UNCHANGED5,0165,01600%$1.8M$1.4M-$342.0K2026-10-30
Creative Financial Designs Inc
INCREASED5,0154,696+319+7%$1.7M$1.4M-$229.7K2026-11-04
Wiregrass Investment Management LLC
INCREASED5,0144,974+40+1%$1.8M$1.4M-$327.7K2026-11-05
Savoir Faire Capital Management, L.P.
NEW5,000—+5,000——$1.4M—2026-11-03
CSU Producer Resources, Inc.
UNCHANGED5,0005,00000%$1.8M$1.4M-$341.0K2026-11-03
Meadow Creek Wealth Advisors LLC
DECREASED4,9985,201-203-4%$1.8M$1.4M-$412.4K2026-11-02
Interchange Capital Partners, LLC
DECREASED4,9965,133-137-3%$1.8M$1.4M-$388.7K2026-10-28
Altman Advisors, Inc.
DECREASED4,9954,996-10%$1.8M$1.4M-$340.9K2026-11-05
Axxion S.A.
INCREASED4,9904,765+225+5%$1.7M$1.4M-$260.9K2026-10-22
Central Valley Advisors, LLC
DECREASED4,9885,457-469-9%$1.9M$1.4M-$505.9K2026-10-27
Capital Investment Counsel, Inc
INCREASED4,9774,836+141+3%$1.7M$1.4M-$289.6K2026-10-20
Lawood & Co
DECREASED4,9684,991-230%$1.8M$1.4M-$346.9K2026-10-09
Woodward Diversified Capital, LLC
DECREASED4,9605,036-76-2%$1.8M$1.4M-$365.0K2026-10-21
City State Bank
INCREASED4,9434,848+95+2%$1.7M$1.4M-$303.6K2026-10-20
Wealth Group, Ltd.
DECREASED4,91012,656-7,746-61%$4.5M$1.4M-$3.1M2026-10-30
First Citizens Financial Corp
UNCHANGED4,9034,90300%$1.7M$1.4M-$334.3K2026-10-02
Folger Nolan Fleming Douglas Capital Management, Inc
INCREASED4,8934,798+95+2%$1.7M$1.4M-$300.1K2026-10-13
BigSur Wealth Management LLC
UNCHANGED4,8904,89000%$1.7M$1.4M-$333.4K2026-10-13
Wealth Intelligence, LLC
INCREASED4,8824,656+226+5%$1.6M$1.4M-$253.2K2026-10-16
Tctc Holdings, LLC
INCREASED4,8714,704+167+4%$1.7M$1.4M-$273.1K2026-11-02
Balefire, LLC
INCREASED4,8614,532+329+7%$1.6M$1.4M-$215.3K2026-10-09
Center for Financial Planning, Inc.
DECREASED4,8604,903-43-1%$1.7M$1.4M-$346.5K2026-10-26
CrossGen Wealth, LLC
INCREASED4,8544,666+188+4%$1.6M$1.4M-$264.7K2026-10-30
Kennebec Savings Bank
INCREASED4,8404,575+265+6%$1.6M$1.4M-$236.6K2026-10-22
Richwood Investment Advisors, LLC
INCREASED4,8184,539+279+6%$1.6M$1.4M-$229.8K2026-10-30
McGlone Suttner Wealth Management, Inc.
INCREASED4,7914,690+101+2%$1.7M$1.4M-$290.8K2026-10-13
Avestar Capital, LLC
DECREASED4,7896,064-1,275-21%$2.1M$1.4M-$776.3K2026-10-28
Atticus Wealth Management, LLC
DECREASED4,7895,330-541-10%$1.9M$1.4M-$517.2K2026-10-20
Kenora Financial, LLC
INCREASED4,7854,733+52+1%$1.7M$1.4M-$307.9K2026-10-20
Total Wealth Planning & Management, Inc.
DECREASED4,7764,837-61-1%$1.7M$1.4M-$347.0K2026-10-23
Tempus Wealth Planning, LLC
INCREASED4,7544,468+286+6%$1.6M$1.4M-$223.2K2026-10-14
Peoples Financial Services Corp.
DECREASED4,7434,801-58-1%$1.7M$1.3M-$343.9K2026-10-20
Letson Investment Management, Inc.
DECREASED4,7314,961-230-5%$1.7M$1.3M-$403.7K2026-11-05
Braeburn Wealth Management LLC
DECREASED4,7144,784-70-1%$1.7M$1.3M-$346.0K2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED4,6975,120-423-8%$1.8M$1.3M-$469.3K2026-10-08
Inman Jager Wealth Management, LLC
INCREASED4,6804,615+65+1%$1.6M$1.3M-$296.2K2026-11-05
Bangor Savings Bank
DECREASED4,6684,755-87-2%$1.7M$1.3M-$349.0K2026-10-06
Miller Financial Services LLC
INCREASED4,6674,569+98+2%$1.6M$1.3M-$283.8K2026-10-20
Granite Islands Private Wealth, LLC
INCREASED4,6624,434+228+5%$1.6M$1.3M-$234.6K2026-10-16
McAdam, LLC
DECREASED4,6174,656-39-1%$1.6M$1.3M-$328.5K2026-10-21
Millennium Capital Advisors, LLC
DECREASED4,6014,638-37-1%$1.6M$1.3M-$327.0K2026-10-16
Luts & Greenleigh Group, Inc.
DECREASED4,5834,650-67-1%$1.6M$1.3M-$336.0K2026-11-05
Doliver Advisors, LP
INCREASED4,5614,474+87+2%$1.6M$1.3M-$280.3K2026-10-01
Gibbs Wealth Management
INCREASED4,4923,662+830+23%$1.3M$1.3M-$13.8K2026-10-22
Corundum Group, Inc.
INCREASED4,4834,102+381+9%$1.4M$1.3M-$171.3K2026-10-28
Orca Investment Management, LLC
DECREASED4,4794,489-100%$1.6M$1.3M-$309.0K2026-10-29
Congress Park Capital LLC
INCREASED4,4754,375+100+2%$1.5M$1.3M-$269.9K2026-10-13
Trust Co of the South
DECREASED4,4614,484-23-1%$1.6M$1.3M-$312.3K2026-10-21
Ironwood Financial, llc
DECREASED4,4564,458-20%$1.5M$1.3M-$235.1K2026-10-20
First Financial Corp
INCREASED4,4464,216+230+5%$1.5M$1.3M-$222.1K2026-10-13
Armstrong Advisory Group, Inc
INCREASED4,4393,891+548+14%$1.4M$1.3M-$109.4K2026-10-09
Power Wealth Management LLC
DECREASED4,4324,452-200%$1.6M$1.3M-$309.3K2026-10-27
TrustBank
DECREASED4,4264,484-58-1%$1.6M$1.3M-$322.3K2026-10-20
First County Bank
INCREASED4,4174,373+44+1%$1.5M$1.3M-$285.7K2026-10-13
Hudock, Inc.
INCREASED4,4014,370+31+1%$1.5M$1.3M-$289.2K2026-10-14
Everhart Financial Group, Inc.
DECREASED4,3935,784-1,391-24%$2.0M$1.2M-$790.2K2026-10-08
Cascade Investment Advisors, Inc.
INCREASED4,3924,347+45+1%$1.5M$1.2M-$283.6K2026-11-02
Waldron Private Wealth LLC
DECREASED4,3864,605-219-5%$1.6M$1.2M-$376.3K2026-11-02
Means Investment Co., Inc.
DECREASED4,3854,489-104-2%$1.6M$1.2M-$335.9K2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED4,3784,401-23-1%$1.6M$1.2M-$306.4K2026-10-19
Lakeside Advisors, Inc.
UNCHANGED4,3754,37500%$1.5M$1.2M-$298.3K2026-10-20
Retirement Planning Co of New England, Inc.
INCREASED4,3394,316+23+1%$1.5M$1.2M-$287.9K2026-10-15
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED4,3343,956+378+10%$1.4M$1.2M-$162.4K2026-10-28
Dagco, Inc.
DECREASED4,3314,457-126-3%$1.6M$1.2M-$339.8K2026-10-20
Atala Financial Inc
DECREASED4,3274,344-170%$1.5M$1.2M-$301.1K2026-10-22
Sheets Smith Wealth Management
DECREASED4,3104,378-68-2%$1.5M$1.2M-$317.9K2026-10-16
Verum Partners LLC
DECREASED4,3015,333-1,032-19%$1.9M$1.2M-$657.3K2026-10-21
Ipswich Investment Management Co., Inc.
DECREASED4,2814,381-100-2%$1.5M$1.2M-$327.2K2026-10-13
Halbert Hargrove Global Advisors, LLC
DECREASED4,2714,312-41-1%$1.5M$1.2M-$305.8K2026-10-16
Gemmer Asset Management LLC
DECREASED4,2706,202-1,932-31%$2.2M$1.2M-$972.6K2026-10-16
Trueblood Wealth Management, LLC
DECREASED4,2574,621-364-8%$1.6M$1.2M-$418.5K2026-10-23
J. Derek Lewis & Associates Inc.
DECREASED4,2564,305-49-1%$1.5M$1.2M-$307.7K2026-11-03
Oslo Pensjonsforsikring AS
UNCHANGED4,2554,25500%$1.5M$1.2M-$290.1K2026-10-15
LCM Capital Management Inc
DECREASED4,2464,295-49-1%$1.5M$1.2M-$306.7K2026-10-20
Newman Dignan & Sheerar, Inc.
UNCHANGED4,2454,24500%$1.5M$1.2M-$289.4K2026-10-21
Stone Summit Wealth LLC
DECREASED4,2404,722-482-10%$1.7M$1.2M-$459.1K2026-10-14
Eads & Heald Wealth Management
INCREASED4,2353,747+488+13%$1.3M$1.2M-$116.7K2026-10-29
Central Bank & Trust Co
DECREASED4,2336,234-2,001-32%$2.2M$1.2M-$994.4K2026-10-09
Verus Capital Partners, LLC
DECREASED4,2224,453-231-5%$1.6M$1.2M-$369.3K2026-11-03
Global Financial Private Client, LLC
INCREASED4,2064,202+4+0%$1.5M$1.2M-$285.4K2026-10-15
Simon Quick Advisors, LLC
DECREASED4,1738,860-4,687-53%$3.1M$1.2M-$1.9M2026-10-26
Security National Bank
INCREASED4,1634,138+25+1%$1.5M$1.2M-$275.1K2026-10-26
Culbertson A N & Co Inc
UNCHANGED4,1614,16100%$1.5M$1.2M-$283.7K2026-10-21
Legacy Advisors, LLC
DECREASED4,1576,845-2,688-39%$2.4M$1.2M-$1.2M2026-10-19
Sulzberger Capital Advisors, Inc.
UNCHANGED4,1454,14500%$1.5M$1.2M-$282.6K2026-10-20
Mullooly Asset Management, Inc.
INCREASED4,1394,120+19+0%$1.5M$1.2M-$275.4K2026-10-30
Campbell Newman Asset Management Inc
DECREASED4,1095,052-943-19%$1.8M$1.2M-$612.8K2026-10-22
Pavion Blue Capital, LLC
DECREASED4,1085,178-1,070-21%$1.8M$1.2M-$657.5K2026-11-05
Anchyra Partners LLC
DECREASED4,1064,272-166-4%$1.5M$1.2M-$338.5K2026-10-13
Morton Capital Management LLC
DECREASED4,1044,132-28-1%$1.5M$1.2M-$289.7K2026-10-23
Midland Wealth Advisors, LLC
DECREASED4,0924,938-846-17%$1.7M$1.2M-$577.4K2026-10-26
Arista Wealth Management, LLC
INCREASED4,0884,085+3+0%$1.4M$1.2M-$277.7K2026-10-29
Taylor Securities Services, Inc.
INCREASED4,0713,976+95+2%$1.4M$1.2M-$244.0K2026-10-20
Orrstown Financial Services Inc
DECREASED4,0694,223-154-4%$1.5M$1.2M-$331.8K2026-10-14
Diligent Investors, LLC
DECREASED4,0654,088-23-1%$1.4M$1.2M-$285.1K2026-10-21
Baer Investment Advisory LLC
DECREASED4,0604,075-150%$1.4M$1.2M-$274.6K2026-10-13
Wiser Wealth Management, Inc
DECREASED4,0554,411-356-8%$1.6M$1.2M-$402.0K2026-10-14
Trail Ridge Investment Advisors, LLC
DECREASED4,0404,100-60-1%$1.4M$1.1M-$296.6K2026-10-16
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED4,0346,554-2,520-38%$2.3M$1.1M-$1.2M2026-10-21
Nordwand Advisors, LLC
DECREASED4,0344,044-100%$1.4M$1.1M-$278.6K2026-11-05
3Chopt Investment Partners, LLC
DECREASED4,0304,679-649-14%$1.7M$1.1M-$503.7K2026-10-30
Baker Ellis Asset Management LLC
UNCHANGED4,0244,02400%$1.4M$1.1M-$274.4K2026-10-14
Grandfield & Dodd, LLC
DECREASED4,0234,323-300-7%$1.5M$1.1M-$380.1K2026-10-29
QTR Family Wealth, LLC
DECREASED4,0234,101-78-2%$1.4M$1.1M-$301.8K2026-11-02
Evermay Wealth Management LLC
DECREASED4,0224,626-604-13%$1.6M$1.1M-$487.3K2026-11-05
Charles Schwab Trust Co
INCREASED4,0143,799+215+6%$1.3M$1.1M-$197.9K2026-10-15
Miramontes Capital, LLC
DECREASED4,0074,153-146-4%$1.5M$1.1M-$324.7K2026-10-19
Monument Capital Management
DECREASED4,0034,197-194-5%$1.5M$1.1M-$341.4K2026-10-09
NBH Bank
INCREASED3,9993,920+79+2%$1.4M$1.1M-$244.8K2026-11-05
Lodestone Wealth Management LLC
INCREASED3,9983,867+131+3%$1.4M$1.1M-$226.3K2026-10-14
Cullen Investment Group, Ltd.
DECREASED3,9896,765-2,776-41%$2.4M$1.2M-$1.2M2026-10-13
Lazard Freres Gestion S.A.S.
DECREASED3,9755,270-1,295-25%$1.9M$1.1M-$728.0K2026-11-03
Davidson Capital Management Inc.
INCREASED3,9733,852+121+3%$1.4M$1.1M-$228.2K2026-10-15
Cypress Wealth Services, LLC
INCREASED3,9663,064+902+29%$1.1M$1.1M+$56.5K2026-10-21
Aafmaa Wealth Management & Trust LLC
INCREASED3,9633,923+40+1%$1.4M$1.1M-$256.1K2026-10-14
Cordgrass Capital Advisors, LLC
UNCHANGED3,9253,92500%$1.4M$1.1M-$267.6K2026-10-30
World Equity Group, Inc.
DECREASED3,9244,066-142-3%$1.4M$1.1M-$305.4K2026-10-14
MSH Capital Advisors LLC
INCREASED3,9213,597+324+9%$1.3M$1.1M-$153.1K2026-11-03
FSM Wealth Advisors, LLC
DECREASED3,9204,654-734-16%$1.6M$1.2M-$483.3K2026-10-27
Nilsine Partners, LLC
DECREASED3,9114,794-883-18%$1.7M$1.1M-$578.0K2026-11-02
Ticino Wealth
INCREASED3,9082,964+944+32%$1.0M$1.1M+$66.4K2026-10-13
Plancorp, LLC
DECREASED3,8924,371-479-11%$1.5M$1.3M-$192.1K2026-11-03
BOS Asset Management, LLC
UNCHANGED3,8773,87700%$1.4M$1.1M-$264.4K2026-10-09
Golden Reserve Retirement LLC
INCREASED3,8542,895+959+33%$1.0M$1.1M+$75.4K2026-11-02
1834 Investment Advisors Co
DECREASED3,8513,876-25-1%$1.4M$1.1M-$271.4K2026-10-16
E&G Advisors, LLC
UNCHANGED3,8373,83700%$1.4M$1.1M-$261.6K2026-10-13
EPG Wealth Management LLC
DECREASED3,8283,863-35-1%$1.4M$1.1M-$273.3K2026-11-03
Banque Pictet & CIE SA
DECREASED3,8054,616-811-18%$1.6M$1.1M-$545.5K2026-10-16
LifeSteps Financial, Inc.
DECREASED3,8034,228-425-10%$1.5M$1.1M-$409.1K2026-10-15
Louisbourg Investments Inc.
DECREASED3,8004,000-200-5%$1.4M$1.1M-$329.7K2026-10-20
Virtue Asset Management LLC
DECREASED3,7983,979-181-5%$1.4M$1.1M-$322.8K2026-10-21
Lantern Wealth Advisors, LLC
DECREASED3,7934,232-439-10%$1.5M$1.1M-$413.7K2026-10-22
Cannon Financial Strategists, Inc.
UNCHANGED3,7933,79300%$1.3M$1.1M-$258.6K2026-10-19
Bank & Trust Co
UNCHANGED3,7903,79000%$1.3M$1.1M-$258.4K2026-10-07
Heritage Family Offices, LLP
INCREASED3,7893,772+17+0%$1.3M$1.1M-$252.4K2026-11-02
J.Safra Asset Management Corp
INCREASED3,7823,763+19+1%$1.3M$1.1M-$251.2K2026-11-03
Westover Capital Advisors, LLC
INCREASED3,7623,384+378+11%$1.2M$1.1M-$123.1K2026-10-26
Washburn Capital Management, Inc.
DECREASED3,7623,815-53-1%$1.3M$1.1M-$275.0K2026-10-19
Patrick M Sweeney & Associates, Inc
INCREASED3,7563,694+62+2%$1.3M$1.1M-$234.2K2026-10-22
Firestone Capital Management
INCREASED3,7553,719+36+1%$1.3M$1.1M-$243.1K2026-11-03
Balboa Wealth Partners
INCREASED3,7533,311+442+13%$1.2M$1.1M-$100.0K2026-10-20
Townsend Asset Management Corp
DECREASED3,7403,786-46-1%$1.3M$1.1M-$271.4K2026-10-29
First Command Advisory Services, Inc.
DECREASED3,7395,133-1,394-27%$1.8M$1.1M-$746.6K2026-11-05
Chilton Capital Management LLC
DECREASED3,7294,908-1,179-24%$1.7M$1.1M-$670.1K2026-10-28
TigerOak Management, L.L.C.
INCREASED3,7163,595+121+3%$1.3M$1.1M-$210.7K2026-10-23
Members Wealth LLC
DECREASED3,7133,779-66-2%$1.3M$1.1M-$271.8K2026-10-20
Ldic Inc.
INCREASED3,7033,515+188+5%$1.2M$1.1M-$186.2K2026-10-14
Altus Wealth Group LLC
DECREASED3,6933,872-179-5%$1.4M$1.1M-$315.1K2026-10-20
Garner Asset Management Corp
DECREASED3,6856,083-2,398-39%$2.1M$1.2M-$968.4K2026-10-30
KRS Capital Management, LLC
DECREASED3,6813,720-39-1%$1.3M$1.0M-$264.8K2026-10-16
SBI Securities Co., Ltd.
DECREASED3,6673,800-133-3%$1.3M$1.0M-$296.9K2026-10-22
Cape Investment Advisory, Inc.
INCREASED3,6642,575+1,089+42%$908.3K$1.0M+$134.0K2026-10-13
Adelphi Trust Co
INCREASED3,6533,540+113+3%$1.2M$1.0M-$209.2K2026-10-05
D.B. Root & Company, LLC
DECREASED3,6413,867-226-6%$1.4M$1.0M-$328.0K2026-11-04
Prosperity Financial Group, Inc.
DECREASED3,6313,688-57-2%$1.3M$1.0M-$267.8K2026-10-29
Revisor Wealth Management LLC
INCREASED3,6301,303+2,327+179%$459.3K$1.1M+$632.8K2026-10-20
Financial Management Network Inc
DECREASED3,6254,192-567-14%$1.4M$1.0M-$395.1K2026-10-09
Tred Avon Family Wealth, LLC
DECREASED3,6063,647-41-1%$1.3M$1.0M-$260.4K2026-10-20
United Advisor Group, LLC
DECREASED3,6003,634-34-1%$1.3M$1.0M-$257.4K2026-11-03
Acorn Wealth Advisors, LLC
DECREASED3,5954,356-761-17%$1.5M$1.0M-$513.4K2026-10-19
Key Client Fiduciary Advisors, LLC
INCREASED3,5893,541+48+1%$1.2M$1.0M-$228.0K2026-10-19
Sovran Advisors, LLC
DECREASED3,5853,764-179-5%$1.3M$1.2M-$117.1K2026-11-02
Trilogy Capital Inc.
DECREASED3,5814,391-810-18%$1.5M$1.0M-$530.1K2026-10-20
Abacus Planning Group, Inc.
DECREASED3,5763,632-56-2%$1.3M$1.0M-$263.6K2026-11-02
Hedeker Wealth, LLC
DECREASED3,5703,721-151-4%$1.3M$1.0M-$296.7K2026-10-23
Cahaba Wealth Management, Inc.
DECREASED3,5553,606-51-1%$1.3M$1.0M-$260.2K2026-10-26
Berbice Capital Management LLC
DECREASED3,5503,600-50-1%$1.3M$1.0M-$259.7K2026-10-13
Bell Bank
DECREASED3,5396,482-2,943-45%$2.3M$1.0M-$1.3M2026-10-21
Old Port Advisors
INCREASED3,5393,456+83+2%$1.2M$1.0M-$211.8K2026-10-23
Cardinal Strategic Wealth Guidance
UNCHANGED3,5353,53500%$1.2M$1.0M-$241.1K2026-11-02
Lederer & Associates Investment Counsel
DECREASED3,5313,656-125-3%$1.3K$1.0M+$1.0M2026-10-23
Aspire Private Capital, LLC
INCREASED3,5303,191+339+11%$1.1M$1.0M-$121.2K2026-11-05
Santori & Peters, Inc.
INCREASED3,5293,503+26+1%$1.2M$1.0M-$231.4K2026-10-26
Warm Springs Advisors Inc.
INCREASED3,5263,509+17+0%$1.2M$1.0M-$234.4K2026-10-28
Chemistry Wealth Management LLC
DECREASED3,4983,518-20-1%$1.2M$995.1K-$245.6K2026-10-16
Castle Rock Wealth Management, LLC
DECREASED3,4948,377-4,883-58%$2.9M$1.0M-$1.9M2026-10-09
One Wealth Capital Management, LLC
INCREASED3,4932,103+1,390+66%$741.7K$993.7K+$252.0K2026-10-23
Evansbrook LLC
INCREASED3,4893,412+77+2%$1.2M$992.6K-$210.8K2026-10-16
Compton Wealth Advisory Group, LLC
DECREASED3,4825,851-2,369-40%$2.1M$983.5K-$1.1M2026-10-13
Vigilare Wealth Management
DECREASED3,4823,725-243-7%$1.3M$990.6K-$323.0K2026-10-29
Investment Management Trust, LLC
INCREASED3,4653,434+31+1%$1.2M$985.8K-$225.3K2026-11-05
Southland Equity Partners LLC
INCREASED3,4393,418+21+1%$1.2M$978.3K-$227.0K2026-10-14
Chiron Capital Management, LLC
INCREASED3,4341,734+1,700+98%$611.7K$976.8K+$365.1K2026-10-15
Fiduciary Family Office, LLC
DECREASED3,4343,488-54-2%$1.2M$977.0K-$253.3K2026-11-04
Ridgewood Investments LLC
INCREASED3,4163,000+416+14%$1.1M$971.8K-$86.2K2026-10-05
SevenBridge Financial Group, LLC
DECREASED3,4033,801-398-10%$1.4M$1.1M-$279.5K2026-10-26
Solstein Capital, LLC
UNCHANGED3,3773,37700%$1.2M$960.7K-$230.3K2026-11-02
Stableford Capital II LLC
INCREASED3,3703,020+350+12%$1.1M$958.7K-$106.4K2026-10-09
Westhampton Capital, LLC
DECREASED3,3644,732-1,368-29%$1.7M$957.0K-$711.9K2026-10-30
SYM Financial Corp
DECREASED3,3613,507-146-4%$1.2M$956.2K-$280.7K2026-10-26
TSG Advice Partners, LLC
NEW3,342—+3,342——$1.2M—2026-10-29
Tortoise Investment Management, LLC
DECREASED3,3303,407-77-2%$1.2M$947.4K-$254.2K2026-11-06
PKS Advisory Services, LLC
UNCHANGED3,3223,32200%$1.2M$1.2M$02026-10-26
Meixler Investment Management, Ltd.
INCREASED3,3083,178+130+4%$1.1M$941.2K-$179.6K2026-11-03
Aspiriant, LLC
INCREASED3,3053,038+267+9%$1.1M$940.2K-$131.2K2026-10-16
Tennessee Valley Asset Management Partners
DECREASED3,3003,574-274-8%$1.3M$938.9K-$321.6K2026-11-03
Jeppson Wealth Management, LLC
DECREASED3,2963,333-37-1%$1.2M$937.7K-$237.8K2026-10-20
Sard Wealth Management Group, LLC
INCREASED3,2903,140+150+5%$1.1M$936.1K-$171.4K2026-10-16
ARQ Wealth Advisors, LLC
DECREASED3,2873,394-107-3%$1.1M$935.1K-$189.8K2026-10-29
Old Mission Investment Co LLC
DECREASED3,2843,351-67-2%$1.2M$934.2K-$247.7K2026-10-22
Landmark Wealth Management, LLC
DECREASED3,2833,290-70%$1.2M$933.9K-$226.3K2026-11-03
S.A. Mason LLC
UNCHANGED3,2793,27900%$1.2M$932.8K-$223.6K2026-10-13
Sherrill & Hutchins Financial Advisory, Inc
INCREASED3,2773,271+6+0%$1.2M$932.4K-$221.3K2026-10-14
Fischer Financial Services, Inc.
DECREASED3,2666,622-3,356-51%$2.3M$929.1K-$1.4M2026-10-30
Aviso Wealth Management
DECREASED3,2603,359-99-3%$1.2M$927.4K-$257.5K2026-11-04
Madson Wealth Advisors Inc
DECREASED3,2573,306-49-1%$1.2M$926.6K-$239.2K2026-10-13
Capital Advisors, Ltd. LLC
DECREASED3,2473,286-39-1%$1.2K$924.0K+$922.8K2026-10-27
Kentucky Trust Co
INCREASED3,2473,208+39+1%$1.1M$923.7K-$207.7K2026-10-15
Cadinha & Co LLC
DECREASED3,2443,489-245-7%$1.2M$922.9K-$307.6K2026-10-22
Key FInancial Inc
DECREASED3,2403,317-77-2%$1.2M$921.9K-$248.1K2026-11-02
Guardian Asset Advisors, LLC
DECREASED3,2393,318-79-2%$1.2M$921.2K-$248.5K2026-10-16
Sentinel Trust Co LBA
DECREASED3,2204,104-884-22%$1.4K$916.0K+$914.6K2026-11-03
Allegheny Financial Group
DECREASED3,2203,469-249-7%$1.2M$916.1K-$307.4K2026-11-05
South Shore Capital Advisors
DECREASED3,2193,928-709-18%$1.4M$915.8K-$469.7K2026-10-20
CWS Financial Advisors, LLC
DECREASED3,2013,207-60%$1.1M$910.7K-$220.2K2026-10-16
Alliance Wealth Advisors, LLC
DECREASED3,1793,843-664-17%$1.4M$904.6K-$450.6K2026-10-28
Saxon Interests, Inc.
DECREASED3,1784,383-1,205-27%$1.5M$904.1K-$641.6K2026-10-26
RFG - Bristol Wealth Advisors, LLC
DECREASED3,1693,235-66-2%$1.1M$901.7K-$239.3K2026-10-09
CFS Investment Advisory Services, LLC
DECREASED3,1663,255-89-3%$1.2M$907.7K-$257.3K2026-10-19
Union Savings Bank
INCREASED3,1583,075+83+3%$1.1M$898.4K-$186.1K2026-10-14
Certuity, LLC
DECREASED3,1524,246-1,094-26%$1.5M$897.9K-$599.0K2026-11-02
Regatta Capital Group, LLC
INCREASED3,1503,041+109+4%$1.1M$896.2K-$176.3K2026-10-23
BLB&B Advisors, LLC
INCREASED3,1492,941+208+7%$1.0M$896.0K-$141.3K2026-10-27
First Affirmative Financial Network
NEW3,146—+3,146——$895.0K—2026-10-21
Cerro Pacific Wealth Advisors LLC
INCREASED3,1433,076+67+2%$1.1M$894.2K-$190.6K2026-10-22
Lodestar Private Asset Management LLC
DECREASED3,1413,483-342-10%$1.2M$893.6K-$334.9K2026-10-26
Pathway Wealth Management LLC
UNCHANGED3,1403,14000%$1.1M$893.3K-$214.1K2026-10-19
Mainsail Financial Group, LLC
INCREASED3,1362,963+173+6%$1.0M$892.1K-$152.9K2026-10-23
Walker Asset Management, LLC
INCREASED3,1353,133+2+0%$1.1M$891.9K-$213.1K2026-10-13
Veracity Capital LLC
INCREASED3,1342,981+153+5%$1.1M$891.5K-$160.0K2026-10-08
Summit Wealth Group LLC / Co
INCREASED3,1302,831+299+11%$998.3K$890.5K-$107.8K2026-10-29
Paulson Wealth Management Inc.
DECREASED3,1223,130-80%$1.1M$888.2K-$215.7K2026-11-02
Peoples Bank
UNCHANGED3,1203,12000%$1.1M$887.6K-$212.8K2026-10-09
Taylor Frigon Capital Management LLC
INCREASED3,1163,069+47+2%$1.1M$886.6K-$195.9K2026-10-23
Income Insurance Ltd
INCREASED3,1143,034+80+3%$1.1M$885.9K-$184.1K2026-10-21
Pflug Koory, LLC
UNCHANGED3,1143,11400%$1.1M$885.9K-$212.3K2026-10-26
Simplex Trading, LLC
DECREASED3,1093,194-85-3%$1.1M$884.5K-$242.0K2026-11-04
JSF Financial, LLC
INCREASED3,1052,728+377+14%$962.2K$883.3K-$78.9K2026-10-22
Hummer Financial Advisory Services Inc
DECREASED3,1003,250-150-5%$1.1M$881.9K-$264.3K2026-10-09
Keystone Wealth Services, LLC
DECREASED3,0993,138-39-1%$1.1M$892.7K-$213.9K2026-11-03
Guardian Financial Partners, LLC
INCREASED3,0932,992+101+3%$1.1M$879.8K-$175.4K2026-11-04
Mechanics Financial Corp
DECREASED3,0883,113-25-1%$1.1M$878.5K-$219.4K2026-11-05
First Pacific Financial
INCREASED3,0873,017+70+2%$1.1M$878.2K-$185.9K2026-10-14
Clear Creek Financial Management, LLC
DECREASED3,0677,141-4,074-57%$2.5M$872.5K-$1.6M2026-10-28
Heritage Wealth Management, Inc.
DECREASED3,0663,242-176-5%$1.1M$872.2K-$271.1K2026-10-28
Wealth Dimensions Group, Ltd.
INCREASED3,0662,987+79+3%$1.1M$872.2K-$181.3K2026-11-02
Country Trust Bank
INCREASED3,0641,165+1,899+163%$410.9K$871.7K+$460.8K2026-10-30
MeadowBrook Investment Advisors LLC
DECREASED3,0463,216-170-5%$1.1M$998.3K-$136.0K2026-10-29
Insight Advisors, LLC/ PA
DECREASED3,0443,090-46-1%$1.1M$866.1K-$223.7K2026-10-22
Shrier Wealth Management, LLC
INCREASED3,0333,006+27+1%$1.1M$862.9K-$197.3K2026-10-20
NWF Advisory Services Inc.
INCREASED3,0302,849+181+6%$1.0M$861.8K-$142.6K2026-10-19
Kercheville Advisors, LLC
DECREASED3,0253,175-150-5%$1.1M$860.6K-$259.2K2026-10-19
Bigelow Investment Advisors, LLC
INCREASED3,0233,018+5+0%$1.1M$860.0K-$204.4K2026-10-13
Revolve Wealth Partners, LLC
DECREASED3,0163,270-254-8%$1.2M$858.0K-$295.2K2026-10-23
Jm2 Capital Inc.
INCREASED3,0082,985+23+1%$1.1M$855.7K-$197.0K2026-10-14
HMV Wealth Advisors, LLC
DECREASED3,0073,088-81-3%$1.1M$855.5K-$233.6K2026-10-27
Birinyi Associates Inc
UNCHANGED3,0003,00000%$1.1M$853.0K-$205.0K2026-10-28
Sigma Investment Counselors Inc
DECREASED2,9963,407-411-12%$1.2M$852.2K-$349.4K2026-10-27
Larry Mathis Financial Planning, LLC
DECREASED2,9923,193-201-6%$1.1M$851.2K-$274.9K2026-10-26
Partners Wealth Management, LLC
INCREASED2,981814+2,167+266%$287.1K$848.0K+$560.9K2026-10-28
Stackstone Wealth, LLC
NEW2,967—+2,967——$844.0K—2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED2,9652,486+479+19%$877.0K$843.6K-$33.4K2026-10-13
Applied Finance Capital Management, LLC
INCREASED2,9562,740+216+8%$966.3K$841.0K-$125.4K2026-11-03
Fingerlakes Wealth Management, Inc.
DECREASED2,9482,956-80%$1.0M$838.8K-$203.8K2026-11-04
Integral Investment Advisors, Inc.
INCREASED2,9412,939+2+0%$1.0M$836.6K-$199.9K2026-11-03
Navigation Group, LLC
INCREASED2,9382,592+346+13%$914.1K$835.9K-$78.2K2026-10-28
Fell Capital Management
DECREASED2,9172,967-50-2%$1.0M$829.9K-$216.5K2026-10-09
Samalin Investment Counsel, LLC
INCREASED2,9172,907+10+0%$1.0M$829.7K-$195.6K2026-10-23
Manske Wealth Management
INCREASED2,9112,905+6+0%$1.0M$828.1K-$196.3K2026-10-26
Cardinal Point Capital Management ULC
DECREASED2,8993,574-675-19%$1.3M$824.7K-$435.7K2026-10-21
Hardworking Capital Advisors, LLC
INCREASED2,8862,530+356+14%$892.2K$821.0K-$71.2K2026-10-20
Cora Capital Advisors LLC
INCREASED2,8732,872+1+0%$1.0M$817.2K-$195.7K2026-11-02
Pekin Hardy Strauss, Inc.
DECREASED2,8722,921-49-2%$1.0M$817.0K-$213.1K2026-11-02
Riversedge Advisors, LLC
INCREASED2,8692,815+54+2%$992.8K$816.2K-$176.6K2026-10-09
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED2,8672,86700%$1.0M$815.6K-$195.5K2026-10-26
Fulton Breakefield Broenniman LLC
DECREASED2,8652,920-55-2%$1.0M$815.0K-$214.7K2026-11-03
Heritage Wealth Management, Inc.
DECREASED2,8612,865-40%$1.0M$814.0K-$196.5K2026-10-27
Whalen Wealth Management Inc.
INCREASED2,8592,803+56+2%$988.7K$813.3K-$175.4K2026-10-08
CMG Global Holdings, LLC
INCREASED2,8582,818+40+1%$993.9K$813.1K-$180.8K2026-10-14
Kepler Cheuvreux (Suisse) SA
DECREASED2,8574,122-1,265-31%$1.5M$812.8K-$641.0K2026-10-20
Weaver Consulting Group
DECREASED2,8543,020-166-5%$1.1M$812.0K-$253.2K2026-10-07
Piscataqua Savings Bank
DECREASED2,8523,288-436-13%$1.2M$811.3K-$348.2K2026-10-21
Forteris Wealth Management Inc.
INCREASED2,8422,596+246+9%$915.6K$808.5K-$107.0K2026-10-13
Lincoln Capital LLC
DECREASED2,8422,854-120%$1.0M$810.0K-$196.6K2026-10-09
Challenger Wealth Management
DECREASED2,8403,247-407-13%$1.1M$808.0K-$337.3K2026-10-30
Lake Street Private Wealth, LLC
DECREASED2,8403,113-273-9%$1.1M$808.1K-$290.1K2026-10-22
Northbridge Financial Group, LLC
DECREASED2,8362,899-63-2%$1.0M$813.1K-$209.2K2026-11-05
Bank Pictet & Cie (Europe) AG
DECREASED2,8323,042-210-7%$1.1M$805.7K-$267.2K2026-10-20
Alpine Bank Wealth Management
DECREASED2,8252,896-71-2%$1.0M$803.7K-$217.7K2026-10-16
Hardin Capital Partners, LLC
INCREASED2,821770+2,051+266%$271.7K$802.5K+$530.8K2026-10-09
Redhawk Wealth Advisors, Inc.
DECREASED2,8172,951-134-5%$1.0M$801.4K-$239.5K2026-10-14
Pension & Wealth Management Advisors, Inc.
INCREASED2,8042,505+299+12%$884.1K$798.1K-$86.0K2026-10-16
Smith Thornton Advisors LLC
UNCHANGED2,8032,80300%$944.9K$797.4K-$147.5K2026-10-16
Goldenstone Wealth Management LLC
INCREASED2,7972,697+100+4%$951.3K$795.7K-$155.6K2026-11-04
Bank of New Hampshire
DECREASED2,7972,852-55-2%$1.0M$795.7K-$210.1K2026-10-06
Boltwood Capital Management
DECREASED2,7952,825-30-1%$996.3K$795.2K-$201.2K2026-10-02
Mendel Money Management
DECREASED2,7942,863-69-2%$1.0M$794.9K-$214.9K2026-11-02
Fjell Capital, LLC
DECREASED2,7863,113-327-10%$1.1M$792.4K-$305.5K2026-10-13
First Financial Bank - Trust Division
DECREASED2,7862,862-76-3%$1.0M$792.6K-$216.8K2026-10-01
Wealth Effects LLC
DECREASED2,7822,808-26-1%$990.4K$791.5K-$198.9K2026-10-23
Aire Advisors, LLC
INCREASED2,7822,781+1+0%$980.8K$791.3K-$189.4K2026-10-22
Baker Tilly Wealth Management, LLC
DECREASED2,7782,990-212-7%$1.1M$790.3K-$264.1K2026-10-05
Wilkins Miller Wealth Management, LLC
DECREASED2,7712,848-77-3%$1.0M$788.3K-$216.2K2026-10-13
Bennett Selby Investments LP
INCREASED2,7702,639+131+5%$930.8K$788.1K-$142.7K2026-10-19
Bullock Wealth Management Group
DECREASED2,7692,771-20%$972.2K$782.2K-$190.0K2026-10-09
Fire Capital Management LLC
INCREASED2,7651,868+897+48%$658.8K$786.6K+$127.8K2026-10-27
Rhodes Investment Advisors Inc
DECREASED2,7643,043-279-9%$1.1M$786.3K-$286.9K2026-10-07
Thrive Wealth Management, LLC
DECREASED2,7642,800-36-1%$987.4K$786.3K-$201.1K2026-10-13
Gibraltar Capital Management, Inc.
INCREASED2,7612,589+172+7%$913.2K$785.6K-$127.6K2026-10-27
Ullmann Wealth Partners Group, LLC
DECREASED2,7462,902-156-5%$1.0M$781.1K-$242.5K2026-11-02
Teza Capital Management LLC
NEW2,740—+2,740——$779.5K—2026-10-23
KFG Wealth Management, LLC
DECREASED2,7352,980-245-8%$1.1M$778.2K-$272.8K2026-10-16
Invera Wealth Advisors, LLC
DECREASED2,7285,275-2,547-48%$1.9M$776.1K-$1.1M2026-10-28
Gilman Hill Asset Management, LLC
INCREASED2,7272,719+8+0%$958.9K$775.8K-$183.0K2026-10-13
Enterprise Financial Services Corp
UNCHANGED2,7192,71900%$958.9K$773.5K-$185.4K2026-11-03
Morey & Quinn Wealth Partners, LLC
INCREASED2,7102,669+41+2%$941.3K$771.0K-$170.3K2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED2,7083,992-1,284-32%$1.4M$770.3K-$637.6K2026-10-21
Emprise Bank
DECREASED2,7072,775-68-2%$978.7K$770.1K-$208.6K2026-10-07
Hunter Associates Investment Management LLC
INCREASED2,7062,705+1+0%$955.0K$771.0K-$184.0K2026-10-26
O'Keefe Stevens Advisory, Inc.
INCREASED2,7012,321+380+16%$818.4K$768.4K-$50.1K2026-10-09
Integrity Advisory Solutions, LLC
INCREASED2,6962,445+251+10%$862.5K$767.2K-$95.4K2026-10-29
Madrona Financial Services, LLC
INCREASED2,6922,653+39+1%$935.7K$765.8K-$169.9K2026-10-23
Cowa, LLC
DECREASED2,6812,689-80%$948.4K$762.7K-$185.6K2026-10-30
MW Advisory, LLC
DECREASED2,6783,831-1,153-30%$1.4M$761.8K-$589.4K2026-10-19
Lewis Asset Management, LLC
INCREASED2,6762,526+150+6%$890.9K$761.3K-$129.6K2026-10-14
Visionary Horizons, LLC
DECREASED2,6722,673-10%$942.9K$760.4K-$182.6K2026-10-22
waypoint wealth counsel
INCREASED2,6712,476+195+8%$873.2K$760.0K-$113.2K2026-10-22
Burton Enright Welch
INCREASED2,6642,004+660+33%$706.7K$757.9K+$51.1K2026-11-04
Maia Wealth LLC
DECREASED2,6502,700-50-2%$952.3K$753.8K-$198.5K2026-10-19
Unique Wealth, LLC
DECREASED2,6402,664-24-1%$939.7K$751.2K-$188.5K2026-10-16
Total Clarity Wealth Management, Inc.
INCREASED2,6402,626+14+1%$926.1K$751.1K-$175.1K2026-10-26
Hanson & Doremus Investment Management
INCREASED2,6372,605+32+1%$919.0K$750-$918.3K2026-10-16
BridgePort Financial Solutions, LLC
INCREASED2,6362,528+108+4%$891.5K$749.9K-$141.5K2026-11-02
Corps Capital Advisors, LLC
UNCHANGED2,6262,62600%$926.1K$747.1K-$179.1K2026-11-05
Ellis Investment Partners, LLC
INCREASED2,6242,605+19+1%$918.9K$746.8K-$172.1K2026-10-21
One Way Holdings LLC
DECREASED2,61863,178-60,560-96%$22.3M$744.8K-$21.5M2026-10-29
Orca Wealth Management, LLC
DECREASED2,6182,671-53-2%$942.0K$744.8K-$197.2K2026-10-14
First United Bank & Trust
DECREASED2,6072,619-120%$923.7K$741.7K-$182.0K2026-10-22
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DECREASED2,6002,900-300-10%$1.0M$739.7K-$283.1K2026-11-06
Prentice Wealth Management LLC
INCREASED2,5972,509+88+4%$884.9K$738.8K-$146.1K2026-10-20
R2 Capital Strategies, LLC
DECREASED2,5932,704-111-4%$953.7K$737.7K-$215.9K2026-10-15
XY Planning Network, Inc.
INCREASED2,5901,646+944+57%$580.4K$736.8K+$156.4K2026-10-14
Trinity Financial Advisors LLC
INCREASED2,5852,584+1+0%$911.3K$735.3K-$176.0K2026-10-09
Centerpoint Advisory Group
DECREASED2,5803,030-450-15%$1.1M$734.0K-$334.6K2026-10-23
D'Orazio & Associates, Inc.
DECREASED2,5783,100-522-17%$1.1M$733.3K-$360.0K2026-11-04
Vision Capital Management, Inc.
UNCHANGED2,5782,57800%$909.2K$733.4K-$175.8K2026-10-20
Southern Michigan Bank & Trust
DECREASED2,5732,601-28-1%$917.3K$732.0K-$185.3K2026-10-19
Exchange Bank
DECREASED2,5722,686-114-4%$947.3K$731.7K-$215.6K2026-10-07
Lionshead Wealth Management, LLC
INCREASED2,5692,531+38+2%$892.6K$730.9K-$161.8K2026-10-21
Mountain Pacific Investment Advisers LLC
INCREASED2,5642,444+120+5%$862.0K$729.4K-$132.5K2026-10-29
Reik & Co., LLC
UNCHANGED2,5562,55600%$901.5K$727.2K-$174.3K2026-10-27
Outlook Wealth Advisors, LLC
DECREASED2,5472,566-19-1%$905.1K$724.6K-$180.6K2026-10-28
PCG Asset Management, LLC
DECREASED2,5453,730-1,185-32%$1.3M$724.0K-$591.5K2026-11-05
Quadcap Wealth Management, LLC
DECREASED2,5432,824-281-10%$995.5K$723.2K-$272.3K2026-11-02
IFG Advisors, LLC
UNCHANGED2,5432,54300%$897.0K$723.6K-$173.4K2026-10-15
Burford Brothers, Inc.
DECREASED2,5422,634-92-3%$928.9K$723.2K-$205.7K2026-10-21
Horizon Financial Services, LLC
DECREASED2,5392,567-28-1%$905.3K$722.3K-$183.0K2026-11-04
Amplius Wealth Advisors, LLC
DECREASED2,5382,591-53-2%$913.8K$722.0K-$191.8K2026-10-20
Floyd Financial Group LLC
DECREASED2,5352,640-105-4%$891.7K$745.1K-$146.6K2026-10-28
Cromwell Holdings LLC
DECREASED2,5283,047-519-17%$1.1M$719.2K-$355.4K2026-10-28
Human Investing LLC
INCREASED2,5262,295+231+10%$809.4K$718.7K-$90.8K2026-10-19
Northern Financial Advisors Inc
DECREASED2,5233,244-721-22%$1.1M$717.8K-$426.4K2026-10-29
Professional Advisory Services Inc
UNCHANGED2,5202,52000%$889$717-$1722026-10-08
Piedmont Capital Management, LLC
DECREASED2,5152,604-89-3%$918.4K$715.5K-$202.9K2026-10-21
Willow Creek Capital Management, Inc.
UNCHANGED2,5112,51100%$885.7K$885.7K$02026-10-16
Edgemoor Investment Advisors, Inc.
INCREASED2,5052,404+101+4%$847.8K$712.6K-$135.2K2026-11-03
Guardian Partners Inc.
DECREASED2,4952,574-79-3%$907.8K$709.8K-$198.0K2026-10-21
Tower Trust & Investment Co
INCREASED2,4932,435+58+2%$858.7K$709.1K-$149.6K2026-10-28
Peoples Bank
DECREASED2,4892,564-75-3%$904.3K$708.1K-$196.2K2026-10-26
Montecito Bank & Trust
INCREASED2,4872,473+14+1%$872.2K$707.5K-$164.7K2026-10-01
Pacifica Partners Inc.
INCREASED2,4862,448+38+2%$876.0K$702.2K-$173.8K2026-10-09
Torray Investment Partners LLC
UNCHANGED2,4852,48500%$876.4K$707.0K-$169.5K2026-10-30
Hamilton Capital, LLC
INCREASED2,4832,320+163+7%$818.4K$706.3K-$112.1K2026-10-08
Byrne Asset Management LLC
DECREASED2,4772,497-20-1%$880.6K$699.7K-$181.0K2026-10-06
Fortitude Family Office, LLC
INCREASED2,4762,430+46+2%$857.0K$704.4K-$152.6K2026-10-14
Trek Financial, LLC
INCREASED2,4742,440+34+1%$860.6K$704.0K-$156.6K2026-10-29
Nadler Financial Group, Inc.
DECREASED2,4672,662-195-7%$939.0K$701.9K-$237.1K2026-10-23
Windsor Capital Management, LLC
INCREASED2,4652,419+46+2%$853.4K$701.3K-$152.0K2026-10-13
Werlinich Asset Management, LLC
UNCHANGED2,4642,46400%$869.0K$701.0K-$168.0K2026-10-09
Detalus Advisors, LLC
INCREASED2,4592,457+2+0%$866.6K$699.5K-$167.1K2026-10-15
Rossby Financial, LCC
INCREASED2,4501,408+1,042+74%$496.6K$697.0K+$200.3K2026-11-05
Wedgewood Investors Inc
UNCHANGED2,4472,44700%$863.0K$696.1K-$166.9K2026-10-28
Dominguez Wealth Management Solutions, Inc.
DECREASED2,4422,488-46-2%$877.5K$694.6K-$182.9K2026-10-07
Tanager Wealth Management LLP
INCREASED2,4412,180+261+12%$768.8K$694.4K-$74.4K2026-10-19
Boomfish Wealth Group, LLC
INCREASED2,4412,399+42+2%$846.1K$694.5K-$151.6K2026-10-22
Alpha Family Trust
UNCHANGED2,4352,43500%$858.8K$858.8K$02026-11-04
Catalyst Capital Advisors LLC
UNCHANGED2,4272,42700%$856.0K$690.5K-$165.5K2026-11-02
Financial Management Professionals, Inc.
INCREASED2,4242,319+105+5%$817.9K$689.5K-$128.4K2026-10-23
M. Kraus & Co
UNCHANGED2,4192,41900%$853.1K$688.2K-$165.0K2026-10-20
Kestra Investment Management, LLC
DECREASED2,4182,806-388-14%$989.7K$687.8K-$302.0K2026-11-04
Investment Research & Advisory Group, Inc.
INCREASED2,4172,323+94+4%$834.2K$704.3K-$130.0K2026-10-19
GSG Advisors LLC
INCREASED2,4162,389+27+1%$842.5K$687.3K-$155.2K2026-11-03
J. L. Bainbridge & Co., Inc.
DECREASED2,4142,566-152-6%$905.0K$686.8K-$218.2K2026-10-20
Cornerstone Wealth, LLC
UNCHANGED2,4032,40300%$820.5K$768.6K-$51.9K2026-10-28
TFC Financial Management, Inc.
DECREASED2,4012,492-91-4%$878.9K$683.1K-$195.8K2026-10-26
Raleigh Capital Management Inc.
DECREASED2,3972,415-18-1%$851.6K$681.9K-$169.8K2026-10-28
Jacobsen Capital Management
INCREASED2,3862,344+42+2%$826.7K$678.8K-$147.9K2026-10-27
Wilkins Investment Counsel Inc
UNCHANGED2,3832,38300%$840.4K$677.9K-$162.5K2026-11-03
Bluedoor Private Wealth, LLC
DECREASED2,3782,488-110-4%$877.5K$676.5K-$201.0K2026-11-05
Sage Private Wealth Group, LLC
INCREASED2,3772,138+239+11%$754.2K$676.2K-$78.0K2026-10-21
Missouri Trust & Investment Co
DECREASED2,3762,414-38-2%$801.4K$675.9K-$125.4K2026-11-04
Howard Capital Management Group, LLC
INCREASED2,3712,343+28+1%$826.2K$674.7K-$151.5K2026-10-16
Canandaigua National Trust Co of Florida
NEW2,370—+2,370——$674.2K—2026-10-07
Founders Grove Wealth Partners, LLC
DECREASED2,3642,405-41-2%$848.1K$672.4K-$175.6K2026-10-16
Weil Company, Inc.
INCREASED2,3492,127+222+10%$750.2K$668.3K-$81.9K2026-10-14
Cpwa, LLC
INCREASED2,3392,324+15+1%$819.8K$679.8K-$140.0K2026-11-04
Compass Wealth Management, LLC
DECREASED2,3382,394-56-2%$844.3K$665.3K-$179.0K2026-10-30
Chung Wu Investment Group, LLC
DECREASED2,3353,110-775-25%$1.1M$664.3K-$432.6K2026-11-03
First Heartland Consultants, Inc.
INCREASED2,3312,039+292+14%$719.1K$663.2K-$55.9K2026-10-08
Arbor Investment Advisors, LLC
DECREASED2,3263,570-1,244-35%$1.3M$661.8K-$597.4K2026-10-26
1620 Investment Advisors, Inc.
INCREASED2,3142,245+69+3%$791.8K$658.2K-$133.6K2026-11-04
Opal Wealth Advisors, LLC
DECREASED2,3142,324-100%$819.6K$658.3K-$161.3K2026-10-16
TriaGen Wealth Management LLC
UNCHANGED2,3112,31100%$815.0K$657.5K-$157.6K2026-10-14
DMC Group, LLC
DECREASED2,3082,340-32-1%$825.3K$656.6K-$168.7K2026-10-26
KWB Wealth
DECREASED2,3082,309-10%$814.4K$656.7K-$157.7K2026-10-16
American State Bank (Iowa)
INCREASED2,3052,119+186+9%$747.3K$655.8K-$91.6K2026-11-03
MFA Wealth Services
INCREASED2,2992,279+20+1%$803.7K$654.0K-$149.7K2026-10-14
Leelyn Smith, LLC
INCREASED2,2962,291+5+0%$807.9K$653.1K-$154.7K2026-11-03
Blue Bell Private Wealth Management, LLC
INCREASED2,2912,077+214+10%$732.6K$651.7K-$80.9K2026-10-29
Analyst IMS Investment Management Services Ltd.
DECREASED2,2902,560-270-11%$903.0K$652.0K-$251.0K2026-11-05
Oarsman Capital, Inc.
INCREASED2,2792,048+231+11%$722.2K$648.4K-$73.8K2026-11-05
Worth Financial Advisory Group, LLC
DECREASED2,2753,185-910-29%$1.1M$647.1K-$476.1K2026-10-19
Onyx Bridge Wealth Group LLC
DECREASED2,2712,432-161-7%$857.6K$646.1K-$211.5K2026-10-16
Diversified Management Inc
INCREASED2,2682,250+18+1%$793.4K$645.1K-$148.3K2026-10-08
Brandywine OAK Private Wealth LLC
UNCHANGED2,2652,26500%$798.8K$644.4K-$154.5K2026-10-23
SJS Investment Consulting Inc.
DECREASED2,2602,265-50%$798.9K$643.0K-$155.9K2026-10-26
Powell Investment Advisors, LLC
UNCHANGED2,2602,26000%$797.1K$642.9K-$154.1K2026-10-22
Park Capital Management, LLC / WI
DECREASED2,2542,364-110-5%$833.7K$641.4K-$192.3K2026-10-13
May Hill Capital, LLC
DECREASED2,2542,273-19-1%$801.6K$641.2K-$160.4K2026-11-03
Childress Capital Advisors, LLC
DECREASED2,2462,303-57-2%$812.1K$638.9K-$173.2K2026-10-28
XXI Wealth, LLC
INCREASED2,2401,416+824+58%$499.4K$637.3K+$137.9K2026-10-22
Syntegra Private Wealth Group, LLC
DECREASED2,2332,389-156-7%$842.7K$635.4K-$207.3K2026-10-13
Unified Investment Management
DECREASED2,2292,241-12-1%$790.4K$634.0K-$156.5K2026-10-14
MPS Loria Financial Planners, LLC
INCREASED2,2292,226+3+0%$785.0K$634.1K-$150.9K2026-10-14
Yoffe Investment Management, LLC
UNCHANGED2,2252,22500%$784.6K$632.9K-$151.7K2026-11-02
Eubel Brady & Suttman Asset Management Inc
INCREASED2,2222,205+17+1%$778.0K$632.0K-$146.0K2026-11-04
Asset Planning,Inc
INCREASED2,2182,204+14+1%$777.2K$631.1K-$146.1K2026-10-26
AMG Asset Management Group, Inc.
DECREASED2,2162,332-116-5%$822.3K$630.5K-$191.8K2026-10-21
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED2,1992,659-460-17%$937.8K$625.5K-$312.3K2026-11-03
Steel Grove Capital Advisors, LLC
DECREASED2,1992,454-255-10%$865.4K$625.7K-$239.7K2026-10-13
Elm3 Financial Group, LLC
DECREASED2,1973,124-927-30%$1.1M$624.9K-$476.7K2026-10-07
Focus Wealth Advisors, LLC
INCREASED2,1892,177+12+1%$767.8K$622.8K-$145.1K2026-10-14
AUA Capital Management, LLC
UNCHANGED2,1892,18900%$772.0K$622.7K-$149.3K2026-10-15
Blackston Financial Advisory Group, LLC
INCREASED2,1812,176+5+0%$767.5K$620.3K-$147.2K2026-11-04
Lakeshore Capital Group, Inc.
INCREASED2,1721,962+210+11%$691.9K$617.8K-$74.1K2026-10-20
Stonebridge Financial Group, LLC
DECREASED2,1702,206-36-2%$778.0K$617.3K-$160.7K2026-10-01
Flynn Zito Capital Management, LLC
INCREASED2,1662,158+8+0%$761.1K$616.2K-$144.9K2026-11-04
Beacon Financial Advisory LLC
DECREASED2,1622,211-49-2%$779.9K$615.0K-$164.9K2026-10-16
Legacy Wealth Asset Management, LLC
INCREASED2,1472,130+17+1%$751.3K$610.9K-$140.4K2026-10-09
Defined Wealth Management, LLC
DECREASED2,1402,188-48-2%$771.7K$608.8K-$162.9K2026-10-19
Graves Light Lenhart Wealth, Inc.
DECREASED2,1402,151-11-1%$758.8K$608.7K-$150.0K2026-10-09
Financial Solutions Advisory Group, Inc.
INCREASED2,1372,133+4+0%$722.5K$661.7K-$60.8K2026-10-28
Patten Group, Inc.
DECREASED2,1342,254-120-5%$795.0K$607.1K-$187.9K2026-10-26
CDM Financial Counseling Services, Inc.
DECREASED2,1322,357-225-10%$830.5K$606.2K-$224.3K2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED2,1302,199-69-3%$775.4K$605.9K-$169.6K2026-11-04
Seamount Financial Group Inc
INCREASED2,1292,128+1+0%$750.5K$605.6K-$144.9K2026-10-21
SmartHarvest Portfolios, LLC
DECREASED2,1262,961-835-28%$1.0M$604.7K-$439.6K2026-10-26
Quantum Financial Advisors, LLC
DECREASED2,1242,258-134-6%$796.3K$604.2K-$192.1K2026-11-03
Goldstein Advisors, LLC
DECREASED2,1112,486-375-15%$876.8K$600.6K-$276.2K2026-10-15
Finivi Inc.
INCREASED2,1051,989+116+6%$701.5K$598.9K-$102.6K2026-10-13
Norway Savings Bank
DECREASED2,1042,124-20-1%$749.1K$598.6K-$150.5K2026-10-20
Murphy Pohlad Asset Management LLC
DECREASED2,0982,298-200-9%$810.5K$596.9K-$213.6K2026-10-22
Sunbeam Capital Management, LLC
DECREASED2,0942,297-203-9%$810.2K$595.8K-$214.3K2026-11-05
Sunpointe, LLC
DECREASED2,0932,280-187-8%$804.2K$595.6K-$208.6K2026-10-22
Crusonia Wealth Advisors LLC
DECREASED2,0922,179-87-4%$768.5K$595.2K-$173.3K2026-10-26
Baldwin Wealth Partners LLC
DECREASED2,0872,246-159-7%$792.1K$593.7K-$198.4K2026-10-13
Crew Capital Management, Ltd
INCREASED2,0851,789+296+17%$631.0K$593.2K-$37.8K2026-10-28
EdgeRock Capital LLC
INCREASED2,0841,998+86+4%$704.7K$593.0K-$111.7K2026-11-03
Royal Fund Management, LLC
DECREASED2,0832,140-57-3%$754.9K$592.8K-$162.2K2026-10-22
Malaga Cove Capital, LLC
INCREASED2,0821,847+235+13%$651.4K$592.3K-$59.1K2026-10-23
Howard Wealth Management, LLC
DECREASED2,0822,084-20%$735.3K$592.4K-$142.9K2026-10-28
Capital City Trust Co
DECREASED2,0792,339-260-11%$824.9K$591.5K-$233.5K2026-10-22
Sage Investment Advisers LLC
INCREASED2,0762,006+70+3%$707.3K$590.7K-$116.6K2026-10-21
BankPlus Wealth Management LLC
INCREASED2,0712,041+30+1%$720.5K$589.5K-$131.0K2026-10-13
W Advisors, LLC
DECREASED2,0712,098-27-1%$739.9K$589.3K-$150.6K2026-11-02
Sara-Bay Financial
DECREASED2,0693,162-1,093-35%$1.1M$588.6K-$526.6K2026-10-21
Values Added Financial LLC
DECREASED2,0652,104-39-2%$742.0K$587.5K-$154.6K2026-10-28
Embree Financial Group
DECREASED2,0652,066-10%$728.5K$587.6K-$140.9K2026-10-22
Vista Investment Partners II, LLC
DECREASED2,0602,140-80-4%$754.8K$586.1K-$168.8K2026-10-15
DecisionMap Wealth Management, LLC
DECREASED2,0562,289-233-10%$807.2K$585.0K-$222.2K2026-10-29
Client First Capital LLC
UNCHANGED2,0522,05200%$723.7K$583.8K-$139.9K2026-10-22
Capital Advantage, Inc.
INCREASED2,0361,993+43+2%$702.8K$579.2K-$123.6K2026-10-14
Optivise Advisory Services LLC
DECREASED2,0362,042-60%$720.2K$579.1K-$141.1K2026-10-19
Fiduciary Financial Group, LLC
DECREASED2,0282,174-146-7%$766.7K$576.9K-$189.8K2026-10-13
Kohmann Bosshard Financial Services, LLC
DECREASED2,0252,031-60%$716.3K$576.0K-$140.4K2026-11-04
Brown Miller Wealth Management, LLC
INCREASED2,0231,963+60+3%$692.2K$575.6K-$116.7K2026-11-02
Financial Consulate, Inc
DECREASED2,0152,045-30-1%$721.1K$573.3K-$147.8K2026-10-23
Freedom Day Solutions, LLC
DECREASED2,0092,019-100%$712.1K$571.5K-$140.6K2026-10-20
Brucke Financial, Inc.
INCREASED1,9971,568+429+27%$553.2K$568.3K+$15.1K2026-10-23
Well Done, LLC
INCREASED1,9921,966+26+1%$693.4K$566.7K-$126.7K2026-10-20
Gradient Capital Advisors, LLC
DECREASED1,9902,212-222-10%$780.2K$566.1K-$214.1K2026-10-21
Tranquility Partners, LLC
INCREASED1,9871,934+53+3%$682.1K$565.3K-$116.8K2026-10-20
R. W. Roge & Company, Inc.
UNCHANGED1,9761,97600%$696.0K$562.0K-$134.0K2026-11-04
Hilltop National Bank
DECREASED1,9752,240-265-12%$790.0K$561.9K-$228.1K2026-10-14
Franklin Street Advisors Inc
DECREASED1,9752,072-97-5%$730.8K$561.9K-$168.9K2026-10-13
Allied Investment Advisors, LLC
UNCHANGED1,9711,97100%$695.1K$560.7K-$134.4K2026-10-13
Etesian Wealth Advisors, Inc.
DECREASED1,9692,070-101-5%$730.1K$560.2K-$169.9K2026-10-27
Rockingstone Advisors LLC
UNCHANGED1,9671,96700%$693.7K$559.6K-$134.1K2026-10-16
Novem Group
DECREASED1,9642,027-63-3%$714.7K$558.8K-$155.9K2026-10-19
Tandem Investment Partners LLC
INCREASED1,9621,947+15+1%$686.7K$558.2K-$128.5K2026-10-16
Kelly Financial Services LLC
INCREASED1,9591,903+56+3%$671.2K$557.5K-$113.8K2026-10-20
Global Strategic Investment Solutions, LLC
INCREASED1,9571,934+23+1%$682.2K$556.9K-$125.4K2026-10-16
Birchwood Financial Partners, Inc.
INCREASED1,9571,943+14+1%$685.4K$556.9K-$128.5K2026-11-02
Towercrest Capital Management
DECREASED1,9542,484-530-21%$876.1K$555.9K-$320.2K2026-10-23
Financial Security Advisor, Inc.
DECREASED1,9532,199-246-11%$775.6K$555.5K-$220.1K2026-11-03
Tandemgrowth Financial Advisors LLC
DECREASED1,9512,055-104-5%$724.8K$555.0K-$169.7K2026-11-05
Tiller Private Wealth, Inc.
UNCHANGED1,9511,95100%$688.1K$555.0K-$133.0K2026-10-26
Blossom Wealth Management
INCREASED1,9471,881+66+4%$663.5K$554.0K-$109.5K2026-11-03
Apollon Financial, LLC
DECREASED1,9461,988-42-2%$701.0K$553.6K-$147.4K2026-10-23
Rosenberg Matthew Hamilton
INCREASED1,9411,767+174+10%$623.2K$552.2K-$71.0K2026-10-05
Park Edge Advisors, LLC
INCREASED1,9371,931+6+0%$681.0K$551.1K-$130.0K2026-10-28
Good Harbor Advisors, Inc.
DECREASED1,9341,937-30%$683.1K$550.2K-$132.9K2026-10-20
Jackson Square Capital, LLC
UNCHANGED1,9301,93000%$680.8K$549.2K-$131.6K2026-10-19
StoryOne LLC
INCREASED1,9261,082+844+78%$381.6K$547.9K+$166.3K2026-10-13
Journey Retirement Planning & Investment Management LLC
DECREASED1,9252,091-166-8%$737.4K$548.1K-$189.4K2026-10-09
Pinnacle Bancorp, Inc.
INCREASED1,9221,909+13+1%$673.3K$546.8K-$126.5K2026-10-21
Diversified Portfolios, Inc.
DECREASED1,9212,421-500-21%$853.9K$546.6K-$307.3K2026-11-04
Mcrae Capital Management Inc
UNCHANGED1,9211,92100%$677.5K$546.5K-$131.0K2026-10-15
First Growth Capital LLC
INCREASED1,9201,491+429+29%$525.7K$546.1K+$20.4K2026-10-15
Uhlmann Price Securities, LLC
DECREASED1,9112,146-235-11%$756.7K$543.7K-$213.0K2026-11-03
Marin Bay Wealth Advisors, LLC
INCREASED1,9101,908+2+0%$673.2K$543.6K-$129.6K2026-10-28
Howard Financial Services, Ltd.
DECREASED1,9071,989-82-4%$701.7K$542.5K-$159.2K2026-10-15
West Wealth Group, LLC
DECREASED1,9071,925-18-1%$679.2K$542.6K-$136.7K2026-10-14
SC&H Financial Advisors, Inc.
UNCHANGED1,9071,90700%$672.7K$542.6K-$130.1K2026-10-14
Demars Financial Group, LLC
DECREASED1,9041,988-84-4%$701.2K$541.7K-$159.6K2026-10-22
Marshall & Sterling Wealth Advisors Inc.
INCREASED1,9031,829+74+4%$645.2K$541.5K-$103.7K2026-10-28
Firethorn Wealth Partners, LLC
DECREASED1,9011,977-76-4%$697.4K$540.9K-$156.5K2026-10-14
Magnolia Capital Management LTD
UNCHANGED1,9001,90000%$670$541-$1292026-10-09
GLR Partners, LLC
DECREASED1,8951,909-14-1%$673.3K$539.1K-$134.2K2026-11-04
Tucker Asset Management LLC
DECREASED1,8891,915-26-1%$675.3K$537.5K-$137.8K2026-10-29
Latitude Advisors, LLC
DECREASED1,8832,037-154-8%$718.3K$535.6K-$182.8K2026-10-27
ARK & TLK Investments, LLC
UNCHANGED1,8831,88300%$664.0K$535.6K-$128.4K2026-10-20
Richardson Financial Services Inc.
DECREASED1,8823,051-1,169-38%$1.1M$535.4K-$540.6K2026-10-30
Kennedy Investment Group, Inc.
DECREASED1,8821,981-99-5%$698.8K$535.5K-$163.2K2026-10-21
Compass Ion Advisors, LLC
INCREASED1,8821,872+10+1%$660.0K$535.3K-$124.7K2026-10-23
Eagle Bluffs Wealth Management LLC
DECREASED1,8811,893-12-1%$667.6K$535.1K-$132.5K2026-10-20
Towerpoint Wealth, LLC
DECREASED1,8651,955-90-5%$689.6K$530.6K-$159.0K2026-10-13
Quintet Private Bank (Europe) S.A.
INCREASED1,8601,672+188+11%$589.7K$529.2K-$60.5K2026-10-08
Marathon Capital Management
DECREASED1,8541,879-25-1%$662.7K$527.4K-$135.2K2026-10-23
Master's Wealth Management Inc.
INCREASED1,8451,804+41+2%$636.1K$525.0K-$111.1K2026-10-22
Canvas Wealth Advisors, LLC
DECREASED1,8441,970-126-6%$694.7K$606.7K-$87.9K2026-11-02
Centerpoint Advisors, LLC
DECREASED1,8361,910-74-4%$674.0K$522.0K-$152.0K2026-11-05
MBA Advisors LLC
INCREASED1,8361,807+29+2%$637.3K$522.3K-$115.0K2026-10-29
N10 Wealth, LLC
INCREASED1,829632+1,197+189%$222.9K$520.3K+$297.4K2026-10-14
Buck Wealth Strategies, LLC
DECREASED1,8281,937-109-6%$683.0K$520.1K-$162.9K2026-10-28
Commonwealth Financial Services, LLC
DECREASED1,8272,496-669-27%$880.3K$519.7K-$360.6K2026-10-20
Merrion Investment Management Co, LLC
DECREASED1,8251,875-50-3%$661.3K$519.2K-$142.1K2026-10-16
Brown, Lisle Ings, Inc.
INCREASED1,8241,822+2+0%$642.4K$518.8K-$123.6K2026-10-16
Lloyd Advisory Services, Llc.
INCREASED1,8221,820+2+0%$641.7K$518.3K-$123.4K2026-11-02
Chapin Davis, Inc.
DECREASED1,8211,857-36-2%$655.1K$518.0K-$137.1K2026-10-09
Bernardo Wealth Planning LLC
INCREASED1,820914+906+99%$322.3K$517.8K+$195.5K2026-10-23
OMC Financial Services LTD
DECREASED1,8167,065-5,249-74%$2.5M$516.6K-$2.0M2026-10-19
Sage Investment Counsel LLC
INCREASED1,8161,811+5+0%$638.7K$516.5K-$122.2K2026-10-26
Focused Wealth Management, Inc
INCREASED1,8111,789+22+1%$630.9K$515.3K-$115.6K2026-10-30
Advisory Solutions Group, LLC
NEW1,809—+1,809——$514.7K—2026-10-14
Iowa State Bank
UNCHANGED1,8081,80800%$637.6K$514.4K-$123.3K2026-10-06
Tilia Fiduciary Partners, Inc.
DECREASED1,8031,998-195-10%$704.6K$513.1K-$191.6K2026-10-09
Trust Co
INCREASED1,8001,629+171+11%$574.5K$512.1K-$62.4K2026-10-09
Probity Advisors, Inc.
DECREASED1,7991,833-34-2%$646.5K$511.9K-$134.7K2026-10-23
Live Oak Investment Partners
DECREASED1,7971,876-79-4%$661.6K$511.2K-$150.4K2026-10-23
Vista Investment Partners LLC
DECREASED1,7941,818-24-1%$641.2K$510.4K-$130.8K2026-10-08
Three Bridge Wealth Advisors, LLC
DECREASED1,7911,813-22-1%$639.4K$509.5K-$129.9K2026-11-05
Eagle Bay Advisors LLC
DECREASED1,7841,938-154-8%$683.5K$507.5K-$176.0K2026-10-16
Hoxton Planning & Management, LLC
DECREASED1,7791,886-107-6%$665.2K$506.2K-$159.0K2026-10-15
Montz Harcus Wealth Management LLC
INCREASED1,7761,685+91+5%$594.3K$505.2K-$89.1K2026-10-09
Colonial River Investments, LLC
DECREASED1,7752,064-289-14%$728.1K$505.1K-$223.0K2026-10-19
Gratus Wealth Advisors, LLC
UNCHANGED1,7751,77500%$626.0K$505.0K-$121.0K2026-10-26
Elevated Capital Advisors, LLC
DECREASED1,7732,390-617-26%$842.9K$504.5K-$338.5K2026-11-04
Alliance Wealth Advisors, LLC
INCREASED1,7721,069+703+66%$377.0K$504.1K+$127.1K2026-10-14
Wilkerson Advisory Group LLC
DECREASED1,7671,818-51-3%$641.2K$502.7K-$138.5K2026-10-20
Heritage Investment Group, Inc.
DECREASED1,7641,767-30%$623.2K$501.8K-$121.3K2026-11-03
Beacon Hill Wealth Management Ltd.
NEW1,763—+1,763——$501.6K—2026-10-21
Markowski Investments
INCREASED1,7631,758+5+0%$620.0K$501.6K-$118.4K2026-10-30
Summit Investment Advisors, Inc.\KS
INCREASED1,7611,758+3+0%$620.2K$501.0K-$119.1K2026-11-05
Lazari Capital Management, Inc.
DECREASED1,7611,762-10%$621.3K$501.0K-$120.4K2026-10-20
Mullaney, Keating & Wright, Inc.
UNCHANGED1,7601,76000%$620.7K$500.7K-$120.0K2026-10-19
Provident Investment Management, Inc.
INCREASED1,758775+983+127%$273.3K$500.1K+$226.8K2026-10-23
Clearwave Capital, LLC
INCREASED1,7581,746+12+1%$615.8K$500.0K-$115.8K2026-10-27
T3 Companies, LLC
NEW1,755—+1,755——$499.3K—2026-10-22
Allegiance Financial Group Advisory Services LLC
INCREASED1,7511,572+179+11%$554.4K$498.1K-$56.3K2026-11-02
Wealth Quarterback LLC
DECREASED1,7511,860-109-6%$656.0K$498.1K-$157.9K2026-10-20
Walkner Condon Financial Advisors LLC
DECREASED1,7481,814-66-4%$639.9K$497.3K-$142.6K2026-11-02
Smallwood Wealth Investment Management, LLC
DECREASED1,7391,763-24-1%$621.8K$494.7K-$127.0K2026-10-30
Triton Wealth Management, Pllc
DECREASED1,7301,868-138-7%$627.9K$578.0K-$50.0K2026-11-04
Sunburst Financial Group, LLC
UNCHANGED1,7261,72600%$608.9K$491.2K-$117.7K2026-10-09
Finward Bancorp
DECREASED1,7241,754-30-2%$618.6K$490.5K-$128.1K2026-10-14
Kelsey Financial, LLC
DECREASED1,7201,727-70%$609.1K$489.3K-$119.8K2026-10-28
McHugh Group, LLC
UNCHANGED1,7201,72000%$606.6K$489.3K-$117.3K2026-10-19
Lakeshore Financial Planning, Inc.
INCREASED1,7171,681+36+2%$593.1K$488.5K-$104.6K2026-10-13
Wright Investors Service Inc
INCREASED1,7141,698+16+1%$598.9K$487.6K-$111.2K2026-11-02
Canopy Partners, LLC
DECREASED1,7111,720-9-1%$606.6K$486.8K-$119.8K2026-10-28
Hilton Head Capital Partners, LLC
DECREASED1,7091,937-228-12%$683.0K$486.1K-$196.9K2026-10-23
Sage Rhino Capital LLC
DECREASED1,7031,707-40%$602.0K$484.5K-$117.5K2026-10-28
Silvia Mccoll Wealth Management, LLC
UNCHANGED1,6971,69700%$598.5K$482.8K-$115.7K2026-10-07
Alliance Wealth Management Group
DECREASED1,6942,224-530-24%$784.4K$481.9K-$302.4K2026-10-29
Karras Company, Inc.
DECREASED1,6911,740-49-3%$613.6K$481.1K-$132.4K2026-10-16
Matisse Capital
DECREASED1,6901,702-12-1%$600.3K$480.8K-$119.5K2026-10-29
Evanson Financial, LLC
INCREASED1,6891,522+167+11%$536.8K$480.5K-$56.3K2026-10-23
Tandem Investment Advisors, Inc.
INCREASED1,688780+908+116%$275.1K$480.2K+$205.1K2026-11-04
Mccarter Private Wealth Services LLC
INCREASED1,6881,655+33+2%$583.8K$480.3K-$103.5K2026-10-22
North Capital, Inc.
DECREASED1,6871,733-46-3%$611.1K$495.9K-$115.2K2026-10-16
VAN Strum & Towne Inc.
INCREASED1,6831,313+370+28%$463.1K$478.7K+$15.6K2026-11-06
Fidelis iM, LLC
INCREASED1,6821,669+13+1%$588.7K$478.5K-$110.2K2026-10-16
Financial Perspectives, Inc
DECREASED1,6811,870-189-10%$659.4K$478.2K-$181.1K2026-11-03
First Fiduciary Investment Counsel, Inc.
UNCHANGED1,6771,67700%$591.0K$477.0K-$114.0K2026-10-27
Intrua Financial, LLC
DECREASED1,6762,158-482-22%$761.1K$476.7K-$284.3K2026-10-28
Chapman Financial Group, LLC
DECREASED1,6741,981-307-15%$698.7K$476.2K-$222.4K2026-10-26
Princeton Capital Management LLC
DECREASED1,6741,685-11-1%$594.3K$476.3K-$118.0K2026-10-27
Reflection Asset Management
UNCHANGED1,6741,67400%$590.4K$476.2K-$114.2K2026-10-28
Silver Grove Financial Group, Inc.
INCREASED1,6731,604+69+4%$565.5K$475.9K-$89.7K2026-11-05
Traveka Wealth, LLC
DECREASED1,6701,767-97-5%$623.1K$475.1K-$148.0K2026-10-19
Ridgecrest Wealth Partners, LLC
INCREASED1,6691,629+40+2%$574.5K$474.7K-$99.8K2026-10-19
Acima Private Wealth, LLC
UNCHANGED1,6641,66400%$586.9K$473.4K-$113.5K2026-10-05
Benin Management Corp
INCREASED1,6621,661+1+0%$586.0K$472.7K-$113.2K2026-10-22
Renasant Bank
DECREASED1,6611,890-229-12%$666.6K$472.5K-$194.0K2026-11-05
Enhancing Capital LLC
UNCHANGED1,6601,66000%$585.4K$472.3K-$113.2K2026-10-26
Investors Research Corp
DECREASED1,6541,694-40-2%$597.4K$470.5K-$126.9K2026-10-07
Guardian Investment Management
INCREASED1,6511,570+81+5%$553.7K$469.7K-$84.0K2026-10-23
Asio Capital, LLC
DECREASED1,6511,690-39-2%$596.0K$469.7K-$126.3K2026-10-19
Paragon Private Wealth Management, LLC
DECREASED1,6502,314-664-29%$815.8K$469.5K-$346.3K2026-10-20
Rose Capital Advisors LLC
INCREASED1,6491,171+478+41%$413.1K$469.3K+$56.2K2026-11-04
Syverson Strege & Co
DECREASED1,6492,026-377-19%$714.5K$469.1K-$245.4K2026-11-02
Stanley-Laman Group, Ltd.
DECREASED1,6482,083-435-21%$734.6K$468.8K-$265.8K2026-10-20
Alchemi Wealth, LLC
DECREASED1,6471,652-50%$582.8K$468.7K-$114.0K2026-11-04
Uptick Partners, LLC
DECREASED1,6451,776-131-7%$626.4K$468.1K-$158.3K2026-11-04
Oasis Advisors, LLC
INCREASED1,6351,206+429+36%$425.3K$465.2K+$39.9K2026-10-16
Alkeme Wealth, LLC
DECREASED1,6341,915-281-15%$675.4K$464.9K-$210.5K2026-10-08
Investment Research Partners LLC
INCREASED1,6341,631+3+0%$575.2K$464.9K-$110.4K2026-10-19
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED1,6293,029-1,400-46%$1.1M$463.5K-$604.9K2026-10-14
Almanack Investment Partners, Llc.
DECREASED1,6291,650-21-1%$582.0K$463.6K-$118.4K2026-11-03
Wealth Enhancement Trust Services, Inc.
DECREASED1,6222,650-1,028-39%$934.6K$461.4K-$473.2K2026-10-07
Generate Investment Management Ltd
DECREASED1,62050,173-48,553-97%$17.7M$460.9K-$17.2M2026-10-14
Murphy & Mullick Capital Management Corp
INCREASED1,6141,613+1+0%$568.9K$459.2K-$109.7K2026-11-02
MRA Advisory Group
DECREASED1,6094,412-2,803-64%$1.6M$457.9K-$1.1M2026-10-07
Beacon Capital Management, LLC
DECREASED1,6001,636-36-2%$576.9K$455.2K-$121.6K2026-10-23
Jmac Enterprises LLC
UNCHANGED1,6001,60000%$564.3K$455.2K-$109.1K2026-10-30
Coyle Financial Counsel LLC
DECREASED1,5961,678-82-5%$591.8K$454.0K-$137.8K2026-10-28
Braun-Bostich & Associates Inc.
INCREASED1,5931,587+6+0%$559.5K$453.1K-$106.5K2026-10-20
Jnba Financial Advisors
INCREASED1,5921,503+89+6%$530.1K$452.9K-$77.2K2026-11-03
Harbor Asset Planning, Inc.
DECREASED1,5921,596-40%$563.0K$453.0K-$109.9K2026-10-23
BNC Wealth Management, LLC
DECREASED1,5913,521-1,930-55%$1.2M$452.6K-$789.2K2026-10-19
Lifestyle Asset Management, Inc.
INCREASED1,5911,427+164+11%$503.3K$452.6K-$50.7K2026-10-20
Westside Investment Management, Inc.
INCREASED1,5881,587+1+0%$560.0K$451.1K-$108.9K2026-11-02
Noesis Capital Mangement Corp
DECREASED1,5791,633-54-3%$576.0K$449.3K-$126.7K2026-10-26
New Covenant Trust Company, N.A.
INCREASED1,5761,380+196+14%$486.7K$448.4K-$38.3K2026-10-08
Black Diamond Financial, LLC
INCREASED1,5751,408+167+12%$496.6K$448.1K-$48.5K2026-10-26
Hara Capital LLC
UNCHANGED1,5751,57500%$555.5K$448.1K-$107.4K2026-10-30
Olistico Wealth, LLC
INCREASED1,5741,281+293+23%$451.7K$447.7K-$4.0K2026-10-05
Harbour Trust & Investment Management Co
DECREASED1,5711,695-124-7%$597.8K$446.9K-$150.9K2026-10-28
Slocum, Gordon & Co LLP
DECREASED1,5711,586-15-1%$559.4K$446.9K-$112.4K2026-10-19
Pine Haven Investment Counsel, Inc
UNCHANGED1,5711,57100%$554.1K$446.9K-$107.1K2026-11-02
Sage Capital Management, LLC
UNCHANGED1,5711,57100%$554.1K$446.9K-$107.1K2026-10-20
Absher Wealth Management, LLC
UNCHANGED1,5681,56800%$553.0K$446.1K-$106.9K2026-11-02
LexAurum Advisors, LLC
DECREASED1,5611,575-14-1%$555.6K$444.1K-$111.5K2026-10-19
RM Financial Services, LLC
INCREASED1,5571,554+3+0%$548.1K$443.0K-$105.1K2026-11-03
Opus Capital Group, LLC
DECREASED1,5521,605-53-3%$566.0K$442.0K-$124.0K2026-10-30
Shepherd Street Advisors LLC
DECREASED1,5501,848-298-16%$631.0K$450.7K-$180.3K2026-10-21
Willner & Heller, LLC
DECREASED1,5481,909-361-19%$673.3K$440.5K-$232.8K2026-10-28
Elevatus Welath Management
INCREASED1,5471,100+447+41%$388.0K$439.8K+$51.7K2026-10-19
Five Oceans Advisors
DECREASED1,5431,675-132-8%$590.7K$439.0K-$151.8K2026-10-22
Holcombe Financial, Inc.
DECREASED1,5431,575-32-2%$555.6K$439.1K-$116.5K2026-10-16
Oakmont Investment Advisors, Inc.
INCREASED1,5371,495+42+3%$527.1K$437.2K-$89.9K2026-10-21
CJM Wealth Advisers, Ltd.
DECREASED1,5331,542-9-1%$543.8K$436.1K-$107.7K2026-10-27
Baker Boyer National Bank
DECREASED1,5301,972-442-22%$695.5K$435.3K-$260.2K2026-11-05
Kingsman Wealth Management, Inc.
DECREASED1,5301,714-184-11%$604.4K$435.1K-$169.3K2026-10-13
Collective Family Office LLC
DECREASED1,5301,585-55-3%$559.0K$435.3K-$123.7K2026-10-05
Primoris Wealth Advisors, LLC
UNCHANGED1,5261,52600%$538.2K$434.1K-$104.1K2026-10-28
Decker Wealth Management LLC
INCREASED1,5231,236+287+23%$435.8K$433.3K-$2.5K2026-10-09
Roxbury Financial LLC
INCREASED1,5231,520+3+0%$536.1K$433.2K-$102.9K2026-10-01
Destiny Wealth Partners, LLC
INCREASED1,521732+789+108%$242.9K$518.9K+$276.0K2026-11-05
Bluesphere Advisors LLC
DECREASED1,5201,862-342-18%$656.7K$432.4K-$224.3K2026-10-19
AA Financial Advisors, LLC
INCREASED1,5191,300+219+17%$458.6K$432.1K-$26.5K2026-10-19
Crown Wealth Group, LLC
DECREASED1,5161,690-174-10%$596.0K$431.4K-$164.6K2026-10-19
Fulcrum Asset Management LLP
INCREASED1,5161,428+88+6%$501.0K$436.7K-$64.3K2026-11-04
Nova Financial LLC
NEW1,509—+1,509——$429.4K—2026-11-04
Cornell Pochily Investment Advisors, Inc.
INCREASED1,5091,474+35+2%$519.9K$429.3K-$90.6K2026-10-19
BCS Wealth Management
DECREASED1,5081,521-13-1%$536.6K$429.1K-$107.4K2026-11-03
Invenio Wealth Partners LLC
DECREASED1,5071,551-44-3%$547.0K$428.7K-$118.3K2026-10-20
Chickasaw Capital Management LLC
INCREASED1,5061,321+185+14%$466$428.4K+$428.0K2026-10-08
Bond & Devick Financial Network, Inc.
DECREASED1,5051,509-40%$532.1K$428.0K-$104.0K2026-10-23
DCF Advisers, LLC
UNCHANGED1,5001,50000%$529.0K$426.7K-$102.3K2026-11-04
Prevail Innovative Wealth Advisors, LLC
INCREASED1,4991,454+45+3%$512.9K$428.5K-$84.4K2026-10-20
True Private Wealth Advisors
DECREASED1,4991,505-60%$530.8K$426.5K-$104.3K2026-10-19
ZynergyRetirementPlanningLLC
UNCHANGED1,4991,49900%$528.7K$426.5K-$102.2K2026-10-08
Core Wealth Partners LLC
DECREASED1,4941,705-211-12%$601.2K$424.9K-$176.3K2026-11-02
Fairvoy Private Wealth, LLC
DECREASED1,4931,670-177-11%$589.0K$424.7K-$164.2K2026-10-19
Davis Investment Partners, LLC
INCREASED1,4881,404+84+6%$495.2K$423.3K-$71.8K2026-11-05
Prudent Man Advisors, LLC
DECREASED1,4811,529-48-3%$539.2K$421.3K-$117.9K2026-11-03
Werba Rubin Papier Wealth Management
INCREASED1,4741,347+127+9%$475.0K$419.4K-$55.6K2026-11-06
AJ Advisors, LLC
DECREASED1,4711,561-90-6%$550.4K$418.6K-$131.9K2026-10-29
Red Mountain Financial, LLC
DECREASED1,4671,497-30-2%$527.8K$417.2K-$110.6K2026-11-03
PFS Partners, LLC
DECREASED1,4671,475-8-1%$520.1K$417.3K-$102.7K2026-10-21
Archvest Wealth Advisors, Inc.
INCREASED1,4661,410+56+4%$497.3K$417.2K-$80.2K2026-10-29
Sippican Capital Advisors
INCREASED1,4631,450+13+1%$511.4K$416.2K-$95.2K2026-10-23
Nestegg Advisors, Inc.
INCREASED1,4581,449+9+1%$511.1K$414.7K-$96.4K2026-10-21
Hidden Cove Wealth Management, LLC
DECREASED1,4571,583-126-8%$558.3K$414.5K-$143.8K2026-10-19
TrustWell Financial Advisors, LLC
INCREASED1,4551,453+2+0%$512.5K$414.0K-$98.5K2026-10-15
Avondale Wealth Management
INCREASED1,450975+475+49%$343.9K$412.5K+$68.6K2026-10-15
Silver Lake Advisory, LLC
INCREASED1,4481,444+4+0%$509.1K$412.0K-$97.1K2026-10-22
Pacific Park Financial, Inc.
UNCHANGED1,4471,44700%$510.3K$411.7K-$98.7K2026-10-13
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,4431,44300%$508.9K$410.5K-$98.4K2026-10-20
LeConte Wealth Management, LLC
INCREASED1,4421,324+118+9%$466.8K$410.2K-$56.6K2026-10-20
Global Trust Asset Management, LLC
DECREASED1,4372,070-633-31%$730.0K$408.8K-$321.2K2026-10-19
First Business Financial Services, Inc.
DECREASED1,4341,617-183-11%$570.3K$408.0K-$162.3K2026-10-29
Indiana Trust & Investment Management Co
DECREASED1,4321,473-41-3%$519.5K$407.4K-$112.1K2026-10-22
Forza Wealth Management, LLC
INCREASED1,4311,288+143+11%$454.3K$407.1K-$47.1K2026-10-20
Certior Financial Group, LLC
INCREASED1,4291,425+4+0%$502.4K$406.4K-$96.0K2026-10-19
Rainier Family Wealth Inc
INCREASED1,4281,366+62+5%$481.8K$406.3K-$75.5K2026-11-02
jvl associates llc
DECREASED1,4231,456-33-2%$513.5K$404.8K-$108.7K2026-10-09
One Plus One Wealth Management, LLC
DECREASED1,4221,743-321-18%$614.7K$404.5K-$210.2K2026-10-16
25 LLC
INCREASED1,4161,393+23+2%$491.4K$402.9K-$88.5K2026-10-13
Able Financial Group, LLC
INCREASED1,414793+621+78%$279.7K$402.2K+$122.5K2026-10-14
Armbruster Capital Management, Inc.
DECREASED1,4141,418-40%$500.1K$402.3K-$97.8K2026-10-19
Investment Planning Advisors, Inc.
INCREASED1,4131,274+139+11%$449.2K$402.1K-$47.1K2026-10-14
Eurizon SLJ Capital Ltd
INCREASED1,4121,147+265+23%$404.5K$401.7K-$2.8K2026-11-06
Sweeney & Michel, LLC
INCREASED1,4091,380+29+2%$490.8K$400.8K-$90.0K2026-10-16
Centurion Wealth Management LLC
INCREASED1,4061,405+1+0%$495.6K$400.1K-$95.5K2026-10-13
Greenfield Seitz Capital Management, LLC
UNCHANGED1,4041,40400%$495.2K$399.4K-$95.7K2026-10-29
Physician Wealth Advisors, Inc.
INCREASED1,4021,261+141+11%$444.9K$398.8K-$46.1K2026-10-20
Hoey Investments, Inc
INCREASED1,4011,260+141+11%$444.4K$398.6K-$45.8K2026-10-29
Payden & Rygel
DECREASED1,4001,770-370-21%$624.0K$398.0K-$226.0K2026-10-28
Vicus Capital
DECREASED1,3961,636-240-15%$577.0K$397.2K-$179.7K2026-11-05
Landaas & Co
INCREASED1,395877+518+59%$309.3K$396.9K+$87.6K2026-10-29
TBH Global Asset Management, LLC
DECREASED1,3951,598-203-13%$563.6K$396.8K-$166.8K2026-11-03
Benchmark Financial Wealth Advisors, LLC
INCREASED1,3951,367+28+2%$482.1K$396.9K-$85.2K2026-10-20
KFA Private Wealth Group, LLC
INCREASED1,3921,383+9+1%$488.0K$396.2K-$91.8K2026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED1,391886+505+57%$312.0K$396-$311.6K2026-10-14
Meridian Financial Partners LLC
INCREASED1,3881,372+16+1%$468.4K$427.8K-$40.6K2026-10-23
Stonehearth Capital Management, LLC
UNCHANGED1,3871,38700%$489.2K$394.6K-$94.6K2026-10-13
Axiom Investment Management LLC
DECREASED1,3861,455-69-5%$513.3K$394.3K-$118.9K2026-11-03
Tributary Capital Management, LLC
UNCHANGED1,3851,38500%$488.5K$394.0K-$94.4K2026-10-28
Steinberganna Wealth Management
INCREASED1,3841,371+13+1%$483.6K$393.6K-$90.0K2026-10-23
Winthrop Capital Management, LLC
INCREASED1,3831,380+3+0%$487.0K$393.6K-$93.5K2026-11-05
Client 1ST Advisory Group, LLC
DECREASED1,3801,796-416-23%$633.3K$392.5K-$240.8K2026-10-19
Vaquero Private Wealth, LTD
UNCHANGED1,3791,37900%$486.3K$392.3K-$94.0K2026-10-27
Gilliland Jeter Wealth Management LLC
DECREASED1,3771,412-35-2%$498.1K$391.9K-$106.2K2026-10-28
Banque de Luxembourg S.A.
INCREASED1,376276+1,100+399%$97.3K$391.5K+$294.1K2026-10-14
Financial Enhancement Group LLC
DECREASED1,3761,450-74-5%$511.4K$393.1K-$118.3K2026-10-08
Private Client Services, LLC
DECREASED1,3761,431-55-4%$504.7K$391.4K-$113.3K2026-10-02
Worth Asset Management, LLC
INCREASED1,373827+546+66%$291.7K$390.5K+$98.8K2026-10-07
Quad-Cities Investment Group, LLC
DECREASED1,3701,580-210-13%$557.2K$389.8K-$167.5K2026-10-16
Family Investment Center, Inc.
DECREASED1,3671,547-180-12%$545.6K$388.9K-$156.7K2026-10-19
Tufton Capital Management
UNCHANGED1,3641,36400%$481.0K$388.0K-$93.0K2026-10-20
Fiscal Wisdom Wealth Management, LLC
UNCHANGED1,3641,36400%$481.1K$388.1K-$93.0K2026-10-16
RS Crum Inc.
INCREASED1,3551,220+135+11%$430.3K$385.5K-$44.8K2026-10-19
Redwood Family Wealth LLC
DECREASED1,3531,367-14-1%$482.1K$385.0K-$97.1K2026-10-20
AtlasMark Financial, Inc
UNCHANGED1,3501,35000%$476.1K$384.1K-$92.1K2026-10-13
Southern Capital Advisors, LLC
INCREASED1,3471,345+2+0%$474.2K$383.3K-$90.9K2026-10-26
Garrett Wealth Advisory Group, LLC
INCREASED1,3441,276+68+5%$450.1K$382.5K-$67.7K2026-10-22
Consilium Wealth Advisory, LLC
INCREASED1,3411,222+119+10%$431.0K$381.5K-$49.5K2026-10-14
Davidson Trust Co
DECREASED1,3411,403-62-4%$494.8K$381.5K-$113.3K2026-10-09
Tectonic Advisors LLC
INCREASED1,3411,328+13+1%$468.4K$381.4K-$87.1K2026-10-22
Main Street Group, LTD
UNCHANGED1,3411,34100%$472.9K$381.5K-$91.4K2026-10-28
Saxony Capital Management, LLC
INCREASED1,3381,320+18+1%$465.7K$380.6K-$85.1K2026-10-15
Focused Alpha, LLC
DECREASED1,3361,599-263-16%$563.9K$380.2K-$183.7K2026-10-20
RDA Financial Network
INCREASED1,3361,321+15+1%$466.0K$380.2K-$85.8K2026-10-15
Wisconsin Wealth Advisors, LLC
INCREASED1,3311,299+32+2%$458.3K$378.7K-$79.5K2026-10-08
Oliver Luxxe Assets LLC
UNCHANGED1,3251,32500%$467.5K$377.1K-$90.4K2026-10-14
Grandview Asset Management LLC
DECREASED1,3231,980-657-33%$698.4K$376.3K-$322.1K2026-10-19
Northwest Wealth Management, LLC
INCREASED1,3231,309+14+1%$461.6K$376.4K-$85.2K2026-10-30
Lebenthal Global Advisors, LLC
INCREASED1,3211,320+1+0%$465.6K$375.8K-$89.8K2026-10-28
Marino, Stram & Associates LLC
INCREASED1,3201,107+213+19%$390.3K$375.4K-$14.9K2026-10-22
Single Point Partners, LLC
INCREASED1,3201,234+86+7%$435.1K$375.4K-$59.7K2026-10-19
Kaydan Wealth Management, Inc.
DECREASED1,3171,332-15-1%$469.8K$374.7K-$95.2K2026-10-08
TPG Advisors LLC
INCREASED1,3161,315+1+0%$463.8K$374.4K-$89.4K2026-10-16
Eagle Wealth Advisors LLC
DECREASED1,3131,429-116-8%$504.0K$373.5K-$130.4K2026-10-20
Praxis Capital Management LLC
INCREASED1,3101,300+10+1%$458.5K$372.7K-$85.8K2026-10-16
Encompass More Asset Management
INCREASED1,3051,040+265+25%$367.0K$371.2K+$4.2K2026-10-16
Value Investment Professionals, LLC
UNCHANGED1,3031,30300%$459.5K$370.7K-$88.8K2026-10-13
Arlington Trust Co LLC
INCREASED1,3011,223+78+6%$431.3K$370.1K-$61.2K2026-10-20
Founders Capital Management
UNCHANGED1,3001,30000%$458.5K$369.8K-$88.6K2026-10-13
Eagle Rock Investment Company, LLC
DECREASED1,2981,652-354-21%$582.5K$369.2K-$213.3K2026-10-21
Marks Group Wealth Management, Inc
INCREASED1,2941,291+3+0%$455.4K$368.0K-$87.4K2026-11-05
Optima Capital LLC
DECREASED1,2931,330-37-3%$469.1K$367.9K-$101.2K2026-10-29
Sterling Wealth Management, Inc.
DECREASED1,2931,305-12-1%$460.2K$367.8K-$92.4K2026-10-23
Costello Asset Management, Inc
UNCHANGED1,2931,29300%$456.0K$367.9K-$88.1K2026-10-30
Independence Financial Advisors, LLC
DECREASED1,2921,311-19-1%$462.2K$367.6K-$94.6K2026-10-08
Grove Street Fiduciary, LLC
UNCHANGED1,2871,28700%$453.9K$366.1K-$87.8K2026-10-13
Advisor Resource Council
DECREASED1,2861,560-274-18%$547.5K$361.6K-$186.0K2026-11-05
Finer Wealth Management, Inc.
INCREASED1,2831,278+5+0%$450.8K$364.9K-$85.9K2026-10-16
Reicon Wealth Advisors, LLC
UNCHANGED1,2781,27800%$450.7K$363.6K-$87.1K2026-11-04
Teamwork Financial Advisors, LLC
DECREASED1,2741,523-249-16%$537.3K$362.4K-$174.9K2026-10-19
Mirador Capital Partners LP
INCREASED1,2721,262+10+1%$445.0K$362.0K-$83.0K2026-10-09
Helium Advisors LLC
DECREASED1,2711,285-14-1%$453.3K$361.7K-$91.7K2026-10-23
Hubbell Strickland Wealth Management, LLC
DECREASED1,2681,291-23-2%$455.4K$360.8K-$94.6K2026-10-29
ADE, LLC
INCREASED1,2661,260+6+0%$444.4K$360.2K-$84.2K2026-10-29
LJI Wealth Management, LLC
DECREASED1,2631,294-31-2%$456.3K$359.2K-$97.1K2026-10-28
Peterson Wealth Advisors, LLC
DECREASED1,2631,288-25-2%$454.2K$359.3K-$94.9K2026-10-08
WealthBridge Capital Management, LLC
DECREASED1,2621,276-14-1%$450.0K$359.2K-$90.9K2026-10-16
Montis Financial, LLC
INCREASED1,2611,164+97+8%$410.7K$358.7K-$51.9K2026-11-04
GoalFusion Wealth Management, LLC
DECREASED1,2611,263-20%$445.3K$358.7K-$86.7K2026-10-06
Lynch Investment Planning, LLC
DECREASED1,2591,271-12-1%$448.4K$358.2K-$90.2K2026-10-27
Walled Lake Planning & Wealth Management, LLC
INCREASED1,2581,220+38+3%$430.4K$357.9K-$72.5K2026-10-29
Tactive Advisors, LLC
INCREASED1,2571,107+150+14%$390.5K$357.7K-$32.7K2026-10-08
LightSquare Wealth Management, LLC
INCREASED1,2561,204+52+4%$424.7K$357.4K-$67.3K2026-11-03
Warwick Investment Management, Inc.
INCREASED1,2521,156+96+8%$407.5K$356.2K-$51.3K2026-10-19
Sloy Dahl & Holst, LLC
UNCHANGED1,2511,25100%$441.2K$355.9K-$85.3K2026-10-14
Insight Inv LLC
DECREASED1,2481,271-23-2%$448.4K$355.1K-$93.2K2026-10-27
Purus Wealth Management, LLC
DECREASED1,2451,341-96-7%$472.9K$354.3K-$118.7K2026-10-15
Innova Wealth Partners
INCREASED1,2431,052+191+18%$370.9K$353.6K-$17.3K2026-10-21
Copeland Capital Management, LLC
INCREASED1,2411,153+88+8%$406.6K$353.1K-$53.6K2026-10-13
Creative Capital Management Investments LLC
INCREASED1,2401,204+36+3%$424.6K$352.8K-$71.9K2026-10-28
Violich Capital Management, Inc.
UNCHANGED1,2401,24000%$437.3K$352.8K-$84.6K2026-10-05
First National Bank Sioux Falls
DECREASED1,2391,363-124-9%$459.5K$352.5K-$107.1K2026-10-13
Sierra Ocean, LLC
DECREASED1,2391,285-46-4%$453.3K$352.5K-$100.7K2026-11-03
Sharkey, Howes & Javer
INCREASED1,2371,218+19+2%$429.5K$351.9K-$77.6K2026-10-22
Dutch Asset Corp
INCREASED1,2351,045+190+18%$368.6K$351.4K-$17.2K2026-10-20
Phraction Management LLC
UNCHANGED1,2351,23500%$435.6K$351.3K-$84.2K2026-10-14
Rise Advisors, LLC
INCREASED1,2341,036+198+19%$365.3K$350.9K-$14.4K2026-10-16
Riverwater Partners LLC
INCREASED1,2341,123+111+10%$396.1K$351.1K-$45.0K2026-11-03
Advus Financial Partners, LLC
INCREASED1,2291,220+9+1%$430.3K$349.7K-$80.6K2026-10-20
BXM Wealth LLC
DECREASED1,2271,266-39-3%$446.5K$349.1K-$97.4K2026-11-03
Austin Wealth Management, LLC
INCREASED1,2271,221+6+0%$413.8K$362.5K-$51.2K2026-11-06
Compass Financial Group, Inc
DECREASED1,2251,293-68-5%$456.0K$348.4K-$107.7K2026-10-13
Boit C F David
UNCHANGED1,2251,22500%$432.0K$348.5K-$83.5K2026-10-29
AWM Capital, LLC
INCREASED1,224812+412+51%$286.4K$348.3K+$61.9K2026-10-16
Creekside Partners
DECREASED1,2231,297-74-6%$457.4K$347.9K-$109.5K2026-11-04
Rare Wolf Capital LLC
UNCHANGED1,2191,21900%$429.9K$346.8K-$83.1K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,2184,285-3,067-72%$1.5M$346.5K-$1.2M2026-10-14
WealthPoint Financial, LLC
INCREASED1,2171,212+5+0%$427.5K$346.3K-$81.2K2026-11-03
Kozak & Associates, Inc.
DECREASED1,2151,216-10%$426.8K$385.7K-$41.1K2026-10-29
Altfest L J & Co Inc
DECREASED1,2141,236-22-2%$435.9K$345.3K-$90.7K2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED1,2141,21400%$428.2K$345.5K-$82.7K2026-10-28
Reap Financial Group, LLC
INCREASED1,2121,124+88+8%$396.6K$344.8K-$51.8K2026-11-02
Powers Advisory Group, LLC
INCREASED1,2081,203+5+0%$424.4K$343.6K-$80.8K2026-10-14
Jeter Robert S II
NEW1,206—+1,206——$354.6K—2026-10-16
Cambridge Financial Group, LLC
UNCHANGED1,2051,20500%$425.1K$425.1K$02026-10-06
Chartist Inc
DECREASED1,2001,212-12-1%$427.4K$341.3K-$86.0K2026-11-04
Paradigm Asset Management Co LLC
UNCHANGED1,2001,20000%$423.2K$341.4K-$81.8K2026-11-05
Crescent Grove Advisors, LLC
DECREASED1,1991,223-24-2%$431.2K$341.2K-$90.0K2026-10-21
Intelligence Driven Advisers, LLC
DECREASED1,1981,238-40-3%$436.7K$340.8K-$95.9K2026-10-09
SFG Wealth Management, Llc.
INCREASED1,1971,190+7+1%$419.7K$340.5K-$79.2K2026-10-23
Sun Group Wealth Partners
DECREASED1,1961,243-47-4%$438.4K$340.3K-$98.1K2026-10-26
Nabity-Jensen Investment Management Inc
INCREASED1,1961,155+41+4%$407.3K$340.3K-$67.1K2026-10-23
Huntleigh Advisors, Inc.
DECREASED1,1943,114-1,920-62%$1.1M$339.9K-$758.4K2026-11-03
Thoma Capital Management LLC
INCREASED1,1921,107+85+8%$390.6K$339.3K-$51.3K2026-10-19
Platt Wealth Management LLC
DECREASED1,1891,344-155-12%$474.0K$338.0K-$136.0K2026-11-04
Dakota Community Bank & Trust NA
INCREASED1,182908+274+30%$320.2K$336.3K+$16.0K2026-10-09
Obsidian CIO, LLC
DECREASED1,1821,193-11-1%$420.7K$336.2K-$84.5K2026-11-05
International Private Wealth Advisors LLC
DECREASED1,1811,284-103-8%$453.0K$335.8K-$117.2K2026-11-05
Clarity Wealth Advisors, LLC
DECREASED1,1801,241-61-5%$437.5K$335.6K-$101.9K2026-10-21
Gleason Group, Inc.
DECREASED1,1791,477-298-20%$520.8K$335.3K-$185.5K2026-10-15
Verus Financial Partners, Inc.
INCREASED1,1791,155+24+2%$407.3K$335.5K-$71.8K2026-10-29
Dupree Financial Group, LLC
UNCHANGED1,1781,17800%$415.5K$335.2K-$80.3K2026-10-09
Cynosure Group, LLC
NEW1,177—+1,177——$334.8K—2026-11-03
Tcfg Investment Advisors, LLC
INCREASED1,1761,172+4+0%$413.4K$334.4K-$79.0K2026-10-20
AGH Wealth Advisors, LLC
DECREASED1,1671,315-148-11%$463.8K$332.0K-$131.8K2026-10-26
Breachway Investments LLC
UNCHANGED1,1641,16400%$410.5K$331.1K-$79.4K2026-10-19
Grey Fox Wealth Advisors, LLC
DECREASED1,1631,214-51-4%$428.0K$330.9K-$97.1K2026-11-03
Oxler Private Wealth LLC
INCREASED1,1601,152+8+1%$406.2K$330.0K-$76.2K2026-10-21
North Forty Two & Co.
DECREASED1,1571,177-20-2%$415.1K$329.2K-$85.9K2026-10-19
First Premier Bank
UNCHANGED1,1571,15700%$408$329-$792026-10-13
Watershed Private Wealth LLC
INCREASED1,156759+397+52%$267.7K$328.9K+$61.2K2026-10-30
Arbor Wealth Advisors LLC
UNCHANGED1,1521,15200%$406.3K$327.7K-$78.6K2026-10-09
Shade Tree Advisors LLC
NEW1,151—+1,151——$327.4K—2026-10-22
LiftPoint Family Wealth Advisors LLC
INCREASED1,1501,128+22+2%$397.8K$327.2K-$70.7K2026-11-03
Mainsail Asset Management, LLC
DECREASED1,1491,294-145-11%$438.4K$329.4K-$109.0K2026-10-14
Mattern Wealth Management LLC
INCREASED1,1481,057+91+9%$372.8K$326.6K-$46.2K2026-11-04
Legacy Wealth Management, LLC / MS
INCREASED1,1461,144+2+0%$403.5K$326.0K-$77.6K2026-10-30
Rainey & Randall Wealth Advisors Inc.
INCREASED1,1441,106+38+3%$390.0K$325.5K-$64.5K2026-10-26
Oak Barrel Wealth Advisory LLC
INCREASED1,1441,136+8+1%$400.6K$325.3K-$75.2K2026-11-05
Summit Financial Strategies, Inc.
INCREASED1,1411,119+22+2%$394.8K$324.7K-$70.1K2026-10-14
Green Ridge Wealth Planning LLC
DECREASED1,1371,210-73-6%$426.7K$323.5K-$103.3K2026-10-08
Fonville Wealth Management LLC
INCREASED1,136631+505+80%$222.5K$323.2K+$100.6K2026-10-28
Garde Capital, Inc.
DECREASED1,1341,195-61-5%$421.3K$322.5K-$98.8K2026-10-29
Clarus Group, Inc.
DECREASED1,1281,146-18-2%$404.3K$320.9K-$83.4K2026-10-21
Bingham Private Wealth, LLC
INCREASED1,1231,090+33+3%$384.4K$319.4K-$65.1K2026-11-05
Johnson Bixby & Associates, LLC
INCREASED1,1221,121+1+0%$395.4K$319.2K-$76.2K2026-10-14
Absolute Capital Management, LLC
INCREASED1,121625+496+79%$220.7K$319.0K+$98.2K2026-10-16
Denver PWM, LLC
UNCHANGED1,1211,12100%$379.9K$318.9K-$60.9K2026-10-22
DecisionPoint Financial, LLC
INCREASED1,120429+691+161%$150.5K$316.4K+$165.8K2026-10-27
Gibson Capital, LLC
DECREASED1,1201,140-20-2%$402.1K$318.6K-$83.4K2026-10-23
New England Capital Financial Advisors LLC
DECREASED1,1201,130-10-1%$398.4K$318.7K-$79.7K2026-11-03
Whelan Financial
INCREASED1,1181,105+13+1%$389.7K$318.1K-$71.7K2026-10-28
Private Wealth Management Group, LLC
INCREASED1,1161,094+22+2%$385.9K$317.5K-$68.4K2026-10-19
Clark Financial Services Group Inc
DECREASED1,1151,167-52-4%$411.6K$317.2K-$94.4K2026-10-19
Canton Hathaway, LLC
UNCHANGED1,1151,11500%$393.2K$317.2K-$76.0K2026-10-23
SilverOak Wealth Management LLC
DECREASED1,1141,119-50%$394.6K$316.9K-$77.7K2026-10-29
Barings LLC
UNCHANGED1,1131,11300%$392.5K$316.6K-$75.9K2026-10-22
Great Waters Wealth Management
INCREASED1,1111,110+1+0%$391.6K$315.9K-$75.6K2026-10-07
Thrive Capital Management, LLC
INCREASED1,107819+288+35%$288.8K$315.0K+$26.2K2026-10-28
Schneider Downs Wealth Management Advisors, LP
INCREASED1,1031,089+14+1%$384.1K$313.9K-$70.2K2026-10-27
Sherman Wealth Management LLC
INCREASED1,1011,092+9+1%$385.3K$313.2K-$72.1K2026-10-16
William John Sempolinski
INCREASED1,100900+200+22%$317.4K$312.9K-$4.5K2026-10-20
Bourne Lent Asset Management Inc
UNCHANGED1,1001,10000%$387.9K$312.9K-$75.0K2026-11-05
Cacti Asset Management LLC
UNCHANGED1,1001,10000%$387.9K$316.8K-$71.1K2026-10-01
Piar LLC
UNCHANGED1,1001,10000%$387.9K$312.9K-$75.0K2026-10-21
Hamilton Point Investment Advisors, LLC
UNCHANGED1,1001,10000%$388.0K$313.0K-$75.0K2026-11-03
Glass Wealth Management Co LLC
DECREASED1,0991,127-28-2%$397.5K$312.7K-$84.8K2026-10-28
Berkshire Money Management, Inc.
NEW1,097—+1,097——$312.1K—2026-10-21
Hutchens & Kramer Investment Management Group, LLC
DECREASED1,0951,099-40%$387.8K$311.5K-$76.3K2026-10-16
Pinion Investment Advisors, LLC
DECREASED1,0941,491-397-27%$525.8K$311.2K-$214.7K2026-11-04
Snider Financial Group
DECREASED1,0941,450-356-25%$511.4K$311.1K-$200.3K2026-10-16
Stevens Capital Partners
INCREASED1,092904+188+21%$318.9K$310.6K-$8.3K2026-10-29
Inlight Wealth Management, LLC
INCREASED1,090920+170+18%$324.5K$310.1K-$14.4K2026-10-21
Quantum Financial Planning Services, Inc.
INCREASED1,0901,088+2+0%$383.6K$310.0K-$73.6K2026-10-14
Atlas Private Wealth Advisors
DECREASED1,0861,131-45-4%$398.8K$309.0K-$89.8K2026-10-23
Mcdaniel Terry & Co
INCREASED1,0861,079+7+1%$380.4K$309.0K-$71.4K2026-11-05
Rooted Wealth Advisors, Inc.
UNCHANGED1,0861,08600%$383.0K$383.0K$02026-11-03
Rayburn West Financial Services LLC
DECREASED1,0801,132-52-5%$399.2K$307.2K-$92.0K2026-11-03
Paladin Wealth, LLC
NEW1,077—+1,077——$306.4K—2026-10-23
Emergent Wealth Advisors, LLC
DECREASED1,0771,259-182-14%$410.9K$306.3K-$104.6K2026-10-09
Reyes Financial Architecture, Inc.
DECREASED1,0751,149-74-6%$405.2K$305.8K-$99.4K2026-10-22
Signature Equity Partners, LLC
DECREASED1,0751,126-51-5%$397.2K$305.8K-$91.3K2026-10-29
Centennial Wealth Advisory LLC
INCREASED1,073993+80+8%$350.2K$305.4K-$44.9K2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
INCREASED1,0681,010+58+6%$356.1K$304.0K-$52.1K2026-10-15
Bayban
UNCHANGED1,0661,06600%$376.0K$376.0K$02026-11-05
Bauman Advisory Group, LLC
INCREASED1,063899+164+18%$317.2K$302.3K-$14.9K2026-10-29
BNB Wealth Management, LLC
DECREASED1,0631,109-46-4%$391.3K$302.5K-$88.8K2026-10-28
Market Street Wealth Management Advisors LLC
INCREASED1,0631,023+40+4%$360.8K$302.5K-$58.3K2026-10-09
Kure Advisory, LLC
DECREASED1,0611,073-12-1%$378.4K$301.8K-$76.6K2026-10-08
Advisortrust Partners, LLC
UNCHANGED1,0601,06000%$373.8K$301.6K-$72.3K2026-11-02
New England Research & Management, Inc.
DECREASED1,0581,073-15-1%$378.4K$301.0K-$77.4K2026-10-16
Genesee Capital Advisors, LLC
INCREASED1,0561,055+1+0%$371.9K$300.5K-$71.4K2026-10-20
Poehling Capital Management, Inc.
UNCHANGED1,0541,05400%$371.6K$299.7K-$71.8K2026-10-20
Grange Capital, LLC
DECREASED1,0511,054-30%$371.7K$299.0K-$72.7K2026-10-20
Kellett Wealth Advisors, LLC
INCREASED1,0491,003+46+5%$353.8K$298.5K-$55.3K2026-10-15
Azzad Asset Management Inc
INCREASED1,048971+77+8%$342.4K$298.1K-$44.3K2026-11-04
Ejmk Ventures LLC
DECREASED1,0441,241-197-16%$437.7K$297.1K-$140.5K2026-10-21
Cohen Capital Management, Inc.
UNCHANGED1,0421,04200%$367.5K$296.4K-$71.1K2026-10-14
Phillips Financial Management, LLC
DECREASED1,0411,267-226-18%$447.0K$296.2K-$150.9K2026-10-19
Beacon Financial Strategies Corp
UNCHANGED1,0411,04100%$367.1K$296.2K-$71.0K2026-10-14
LVZ, Inc.
DECREASED1,0391,083-44-4%$382.0K$295.6K-$86.4K2026-10-20
CMH Wealth Management LLC
INCREASED1,038888+150+17%$313.2K$295.3K-$17.9K2026-10-22
Catalyst Investment Management LLC
DECREASED1,0371,234-197-16%$435.1K$294.9K-$140.1K2026-10-21
Argos Wealth Advisors, LLC
DECREASED1,0371,125-88-8%$396.8K$295.0K-$101.7K2026-11-02
Penn Davis Mcfarland Inc
UNCHANGED1,0371,03700%$365.7K$295.0K-$70.7K2026-10-23
Three Magnolias Financial Advisors, LLC
UNCHANGED1,0361,03600%$365.3K$294.8K-$70.4K2026-10-14
David J Yvars Group
UNCHANGED1,0361,03600%$365.4K$294.8K-$70.5K2026-10-09
Wheelhouse Advisory Group LLC
DECREASED1,0341,159-125-11%$408.6K$294.2K-$114.4K2026-10-20
Smithbridge Asset Management Inc
INCREASED1,033733+300+41%$258.5K$293.9K+$35.4K2026-10-19
ASL Financial, LLC
UNCHANGED1,0321,03200%$363.8K$293.6K-$70.3K2026-10-15
Seven Mile Advisory
INCREASED1,031982+49+5%$346.3K$293.4K-$52.9K2026-10-22
Financial Architects, LLC
DECREASED1,0251,060-35-3%$373.8K$291.6K-$82.2K2026-10-13
Cornerstone Planning Group LLC
INCREASED1,024939+85+9%$311.3K$297.7K-$13.6K2026-10-16
White Lighthouse Investment Management Inc.
INCREASED1,0241,004+20+2%$354.1K$291.5K-$62.6K2026-10-21
Urban Wealth Management, LLC
UNCHANGED1,0241,02400%$361.1K$291.3K-$69.8K2026-10-21
Beverly Hills Private Wealth, LLC
DECREASED1,0231,033-10-1%$364.3K$291.0K-$73.4K2026-11-04
Discipline Wealth Solutions, LLC
UNCHANGED1,0221,02200%$360.3K$290.6K-$69.7K2026-10-14
Grant Private Wealth Management Inc
DECREASED1,0212,103-1,082-51%$741.6K$290.4K-$451.2K2026-10-19
Cushing Capital Partners, LLC
INCREASED1,018837+181+22%$295.1K$289.7K-$5.4K2026-10-20
William Mack & Associates, Inc.
DECREASED1,0181,033-15-1%$364.3K$289.6K-$74.7K2026-10-27
Gilpin Wealth Management, LLC
DECREASED1,0171,037-20-2%$365.7K$289.3K-$76.4K2026-10-09
Foguth Wealth Management, Llc.
INCREASED1,016663+353+53%$220.8K$314.7K+$93.9K2026-10-19
Financial Council, LLC
UNCHANGED1,0151,01500%$358.0K$288.8K-$69.2K2026-11-02
Moisand Fitzgerald Tamayo, LLC
DECREASED1,0121,212-200-16%$427.6K$287.8K-$139.8K2026-10-15
Hendershot Investments Inc.
DECREASED1,0111,232-221-18%$434.5K$287.6K-$146.9K2026-11-05
Elevation Wealth Management LLC
DECREASED1,0071,096-89-8%$386.6K$286.4K-$100.1K2026-11-02
Foster Dykema Cabot & Partners, LLC
INCREASED1,002962+40+4%$339.3K$285.1K-$54.2K2026-10-30
Connecticut Capital Management Group, LLC
DECREASED1,0021,020-18-2%$359.7K$285.1K-$74.7K2026-10-29
Fidelity D & D Bancorp Inc
DECREASED1,0021,006-40%$354.8K$285.1K-$69.7K2026-11-05
Walter Public Investments Inc.
UNCHANGED1,0001,00000%$352.7K$284.5K-$68.2K2026-11-05
RW Investment Management LLC
INCREASED997922+75+8%$325.1K$283.7K-$41.3K2026-11-03
SS&H Financial Advisors, Inc.
UNCHANGED99599500%$351.0K$283.0K-$68.0K2026-10-28
Stronghold Wealth Management L.L.C.
INCREASED994979+15+2%$345.3K$282.8K-$62.5K2026-10-16
Dumont & Blake Investment Advisors LLC
DECREASED992995-30%$350.9K$282.2K-$68.7K2026-10-28
Cap Partners, LLC
DECREASED9911,178-187-16%$415.3K$281.8K-$133.5K2026-10-19
Prosperity Advisers, LLC
DECREASED9881,036-48-5%$365.4K$281.1K-$84.3K2026-10-28
Independent Wealth Network Inc.
DECREASED9851,112-127-11%$392.3K$280.1K-$112.1K2026-10-19
Gaddis Premier Wealth Advisors LLC
INCREASED984964+20+2%$340.1K$279.8K-$60.3K2026-10-29
Seelaus Asset Management LLC
INCREASED981873+108+12%$307.9K$279.1K-$28.8K2026-10-14
Financial Partners Group, Inc
INCREASED981980+1+0%$345.7K$279.0K-$66.7K2026-10-19
Colton Groome Financial Advisors, LLC
DECREASED979998-19-2%$351.8K$278.5K-$73.3K2026-10-06
High Probability Advisors, LLC
UNCHANGED97697600%$344.2K$277.6K-$66.5K2026-10-19
Augustine Asset Management Inc
INCREASED975820+155+19%$289.2K$277.4K-$11.8K2026-10-13
First Bancorp, Inc
DECREASED973979-6-1%$345.3K$276.8K-$68.5K2026-10-26
Affinity Capital Advisors, LLC
DECREASED9721,856-884-48%$650.9K$282.7K-$368.2K2026-10-13
Austin Asset Management Co Inc
INCREASED970936+34+4%$329.9K$275.8K-$54.1K2026-10-29
Seven Hills Financial, LLC
NEW967—+967——$275.2K—2026-10-13
Arsenal Capital Advisors LLC
DECREASED9641,025-61-6%$361.7K$274.2K-$87.5K2026-11-02
Inspirion Wealth Advisors, LLC
UNCHANGED96296200%$337.5K$273.7K-$63.8K2026-10-09
Peak Wealth Management LLC
INCREASED958957+1+0%$337.5K$301.9K-$35.6K2026-10-26
New Capital Management LP
UNCHANGED95895800%$337.7K$272.4K-$65.3K2026-10-29
Nichols & Pratt Advisers LLP
UNCHANGED95695600%$337.2K$270.0K-$67.1K2026-10-13
Parrish Capital LLC
DECREASED9531,500-547-36%$529.0K$271.2K-$257.8K2026-10-01
Legacy Financial Strategies, LLC
INCREASED953888+65+7%$313.2K$271.2K-$41.9K2026-10-15
Family Capital Management, Inc.
INCREASED949918+31+3%$323.8K$270.0K-$53.8K2026-11-03
Milestone Asset Management Group, LLC
INCREASED946940+6+1%$331.7K$269.1K-$62.6K2026-10-20
Bellecapital International Ltd.
INCREASED944941+3+0%$331.9K$268.6K-$63.3K2026-10-21
Commons Capital, LLC
DECREASED9431,017-74-7%$358.6K$268.3K-$90.3K2026-11-05
Momentous Wealth Management, Inc.
INCREASED942891+51+6%$314.2K$268.0K-$46.2K2026-10-21
Vestia Personal Wealth Advisors
NEW938—+938——$266.9K—2026-10-20
Armstrong, Fleming & Moore, Inc
UNCHANGED93893800%$330.9K$266.9K-$64.0K2026-10-28
Vilga Financial Planning LLC
INCREASED937772+165+21%$272.3K$266.6K-$5.7K2026-10-09
Dhjj Financial Advisors, Ltd.
DECREASED937957-20-2%$337.5K$266.6K-$70.9K2026-10-23
Security Financial Services, Inc.
DECREASED932973-41-4%$343.2K$265.1K-$78.0K2026-10-29
Broadway Wealth Solutions, Inc.
INCREASED930928+2+0%$327.3K$264.6K-$62.7K2026-10-21
Nolet Wealth Management, LLC
DECREASED925958-33-3%$337.7K$263.0K-$74.7K2026-10-15
FAI Advisors, Inc.
DECREASED9241,146-222-19%$404.2K$262.9K-$141.3K2026-10-27
Pembroke Management, LTD
INCREASED924885+39+4%$312.1K$262.9K-$49.3K2026-10-21
Lord & Richards Wealth Management, LLC
NEW922—+922——$262.3K—2026-10-14
Presilium Private Wealth, LLC
INCREASED921909+12+1%$320.6K$262.0K-$58.6K2026-10-26
Stephenson & Company, Inc.
UNCHANGED92192100%$324.8K$262.0K-$62.8K2026-10-30
Echo45 Advisors LLC
INCREASED919759+160+21%$267.8K$261.5K-$6.4K2026-10-07
Omnitrust Wealth Management, Inc
NEW918—+918——$261.2K—2026-11-02
ERn Financial, LLC
INCREASED918904+14+2%$319.0K$261.2K-$57.8K2026-10-28
Lexington Hill Partners, LLC
DECREASED916939-23-2%$331.3K$260.5K-$70.8K2026-10-13
Hughes Financial Services, LLC
DECREASED9151,046-131-13%$368.9K$301.0K-$67.9K2026-10-30
Nautilus Advisors LLC
INCREASED915896+19+2%$307.6K$260.2K-$47.3K2026-10-07
Carrera Capital Advisors
INCREASED915914+1+0%$322.3K$260.2K-$62.1K2026-11-03
Gimbal Financial
INCREASED912906+6+1%$319.5K$259.5K-$60.1K2026-10-19
Silverleafe Capital Partners, LLC
INCREASED910644+266+41%$227.3K$258.8K+$31.5K2026-10-02
Mezzasalma Advisors, LLC
DECREASED910953-43-5%$336.1K$258.9K-$77.2K2026-10-14
High Note Wealth, LLC
DECREASED910935-25-3%$329.8K$258.9K-$70.9K2026-10-27
C2c Wealth Management, LLC
UNCHANGED90990900%$320.6K$258.6K-$62.0K2026-10-20
Altura Wealth Advisors Inc.
NEW908—+908——$258.4K—2026-10-22
Coquina Private Wealth LLC
INCREASED904901+3+0%$317.9K$257.1K-$60.8K2026-10-27
Clay Northam Wealth Management, LLC
UNCHANGED90490400%$318.8K$257.3K-$61.5K2026-10-13
CFC Planning Co LLC
DECREASED903905-20%$319.3K$257.0K-$62.3K2026-10-28
Waterfront Wealth Inc.
DECREASED901949-48-5%$325.9K$283.8K-$42.1K2026-11-03
AMI Asset Management Corp
UNCHANGED90090000%$317.4K$256.0K-$61.4K2026-10-20
Saybrook Capital
UNCHANGED90090000%$317.4K$256.0K-$61.4K2026-10-27
Wetzel Investment Advisors, Inc.
DECREASED899998-99-10%$352.0K$255.8K-$96.2K2026-10-13
Triangle Securities Wealth Management
DECREASED898903-5-1%$318.5K$255.5K-$63.0K2026-10-14
Lynx Investment Advisory
INCREASED897894+3+0%$315.4K$255.1K-$60.3K2026-10-27
W.H. Cornerstone Investments Inc.
DECREASED891904-13-1%$318.7K$253.6K-$65.1K2026-11-03
Western Reserve Capital Management, LLC
UNCHANGED89189100%$314.2K$253.5K-$60.8K2026-10-14
Anchor Capital Advisors LLC
UNCHANGED88788700%$312.8K$252.3K-$60.5K2026-11-05
TT Capital Management LLC
NEW885—+885——$251.9K—2026-10-15
Harbor Group, Inc.
INCREASED885880+5+1%$310.2K$251.8K-$58.4K2026-10-14
Voisard Asset Management Group, Inc.
INCREASED883757+126+17%$267.0K$251.2K-$15.8K2026-10-13
Kings Path Partners LLC
INCREASED882132+750+568%$46.6K$250.9K+$204.4K2026-10-21
Avail Investment Partners, LLC
INCREASED881821+60+7%$289.6K$250.6K-$38.9K2026-10-16
Councilor Wealth, LLC
DECREASED880984-104-11%$347.3K$250.5K-$96.7K2026-10-09
Able Wealth Management LLC
DECREASED8791,136-257-23%$399.3K$247.2K-$152.1K2026-10-13
Y.D. More Investments Ltd
DECREASED879927-48-5%$326.9K$250.1K-$76.9K2026-11-02
Elevation Wealth Partners, LLC
INCREASED879840+39+5%$296.3K$250.1K-$46.2K2026-10-07
Global Assets Advisory, LLC
INCREASED876865+11+1%$305.8K$246.5K-$59.3K2026-10-28
Navigate Wealth Management, LLC
INCREASED873869+4+0%$294.5K$253.8K-$40.7K2026-10-14
Willow Creek Wealth Management Inc.
DECREASED871876-5-1%$308.9K$247.8K-$61.2K2026-10-26
Essex LLC
DECREASED868884-16-2%$311.8K$246.9K-$64.9K2026-10-14
Advisory Advocates, LLC
DECREASED8661,392-526-38%$491.0K$246.4K-$244.7K2026-11-05
WealthSpring Partners, LLC
DECREASED8651,569-704-45%$553.5K$246.1K-$307.4K2026-10-14
Values First Advisors, Inc.
DECREASED8641,163-299-26%$410.1K$245.7K-$164.4K2026-10-23
Acumen Wealth Advisors, LLC
INCREASED863815+48+6%$287.4K$245.5K-$41.9K2026-11-05
Brady Family Wealth, LLC
INCREASED862722+140+19%$254.6K$245.2K-$9.4K2026-11-02
Alessandra Capital Management, LLC
DECREASED8571,609-752-47%$567.5K$243.8K-$323.7K2026-10-30
Aspetuck Financial Management LLC
DECREASED854954-100-10%$336.5K$243.0K-$93.5K2026-11-04
PMG Family Office LLC
DECREASED854855-10%$301.5K$243.0K-$58.6K2026-10-19
CLG LLC
UNCHANGED85485400%$301.1K$243.0K-$58.1K2026-10-13
Legacy Wealth Partners, LLC
INCREASED852838+14+2%$295.4K$242.3K-$53.1K2026-10-15
Flower City Capital
UNCHANGED85085000%$299.8K$241.8K-$58.0K2026-10-15
Towne Trust Company, N.a
DECREASED848858-10-1%$302.6K$241.2K-$61.4K2026-10-28
LifeWealth Investments, LLC
DECREASED846969-123-13%$341.8K$240.8K-$101.0K2026-10-21
Parr Mcknight Wealth Management Group, LLC
INCREASED845810+35+4%$285.6K$240.5K-$45.1K2026-10-30
Kirr Marbach & Co LLC
UNCHANGED84484400%$297.7K$240.1K-$57.6K2026-10-20
KG Capital Management
DECREASED842861-19-2%$303.6K$239.5K-$64.1K2026-10-15
Accelerate Investment Advisors LLC
DECREASED841894-53-6%$315.3K$239.2K-$76.1K2026-11-02
Wealth Science Advisors LLC
DECREASED8402,759-1,919-70%$973.0K$239.0K-$734.1K2026-10-09
Auour Investments LLC
UNCHANGED83983900%$295.9K$238.7K-$57.2K2026-10-28
IVC Wealth Advisors LLC
DECREASED838854-16-2%$301.3K$238.5K-$62.8K2026-10-23
Gray Private Wealth, LLC
UNCHANGED83883800%$295.6K$238.5K-$57.1K2026-10-28
Flagship Wealth Advisors, LLC
INCREASED837812+25+3%$286.6K$238.3K-$48.3K2026-11-03
UMB Private Wealth Management, LLC
NEW836—+836——$237.9K—2026-10-19
Dynamic Wealth Strategies, LLC
DECREASED835891-56-6%$314.2K$237.5K-$76.7K2026-10-16
Intergy Private Wealth, LLC
INCREASED835808+27+3%$285.0K$237.6K-$47.4K2026-10-16
Harvey Investment Co LLC
UNCHANGED83483400%$294.0K$237.0K-$57.0K2026-10-20
My Personal CFO, LLC
UNCHANGED83483400%$294.1K$237.3K-$56.9K2026-10-14
Gerber, LLC
INCREASED833832+1+0%$293.4K$237.1K-$56.3K2026-10-21
RBA Wealth Management, LLC
NEW832—+832——$236.6K—2026-10-28
CenterStar Asset Management, LLC
NEW832—+832——$236.7K—2026-10-09
Targeted Financial Services LLC
UNCHANGED83083000%$292.6K$236.0K-$56.6K2026-10-19
Mount Vernon Associates Inc
UNCHANGED83083000%$293.0K$236.0K-$57.0K2026-10-26
Sutton Place Investors LLC
INCREASED828796+32+4%$280.7K$235.6K-$45.2K2026-10-20
RMG Wealth Management LLC
UNCHANGED82882800%$284.4K$269.7K-$14.6K2026-10-26
Warren Street Wealth Advisors, LLC
DECREASED827846-19-2%$298.3K$235.4K-$62.9K2026-11-04
MBE Wealth Management, LLC
INCREASED827817+10+1%$288.0K$235.2K-$52.8K2026-10-26
Stewardship Concepts Financial Services LLC
INCREASED825688+137+20%$242.8K$234.8K-$7.9K2026-10-06
Center for Wealth Management Advisory
INCREASED825753+72+10%$265.5K$234.6K-$30.9K2026-10-23
Royal Palms Capital LLC
UNCHANGED82582500%$291.0K$234.7K-$56.3K2026-10-23
Abacus Wealth Partners, LLC
INCREASED824577+247+43%$203.6K$234.5K+$30.9K2026-11-03
Graham Capital Wealth Management, LLC
DECREASED821842-21-2%$297.0K$233.6K-$63.4K2026-10-26
GF Fund Management Co. Ltd.
UNCHANGED82182100%$289.6K$233.6K-$56.0K2026-10-26
Fortem Financial Group, LLC
DECREASED819828-9-1%$291.9K$232.9K-$59.0K2026-10-20
Uncommon Cents Investing Inc
DECREASED819822-30%$289.9K$233.0K-$56.9K2026-10-20
Team Financial Group, LLC
INCREASED813812+1+0%$286.4K$231.2K-$55.3K2026-10-30
August Group Capital Ltd
INCREASED812800+12+2%$281.8K$230.7K-$51.1K2026-10-14
Prescott Group Capital Management, L.L.C.
UNCHANGED81081000%$285.7K$230.4K-$55.2K2026-10-30
Spectrum Planning & Advisory Services Inc.
INCREASED807784+23+3%$276.4K$229.5K-$46.9K2026-11-05
Proathlete Wealth Management LLC
INCREASED806611+195+32%$215.8K$229.3K+$13.6K2026-10-15
Brown Financial Advisory
DECREASED805986-181-18%$347.7K$229.0K-$118.6K2026-11-05
Blue Square Asset Management, LLC
UNCHANGED80580500%$283.9K$229.0K-$54.9K2026-11-02
Aletheian Wealth Advisors LLC
DECREASED804978-174-18%$344.9K$228.7K-$116.2K2026-10-08
Villere ST Denis J & Co LLC
UNCHANGED80480400%$283.6K$228.7K-$54.8K2026-11-04
Peddock Capital Advisors, LLC
INCREASED803753+50+7%$265.6K$228.4K-$37.1K2026-10-16
SFE Investment Counsel
INCREASED802570+232+41%$201.0K$228.2K+$27.1K2026-10-29
Oregon Pacific Wealth Management, LLC
INCREASED802791+11+1%$279.0K$228.2K-$50.8K2026-10-20
Brian LOW Financial Group, LLC
DECREASED802812-10-1%$286.4K$228.2K-$58.2K2026-10-28
Acorn Creek Capital LLC
DECREASED798917-119-13%$323.2K$227.1K-$96.1K2026-11-05
Milestones Private Investment Advisors LLC
UNCHANGED79679600%$280.7K$226.5K-$54.3K2026-10-19
First Community Trust NA
INCREASED793516+277+54%$182.0K$225.6K+$43.6K2026-10-07
Madden Securities Corp
UNCHANGED79379300%$279.7K$225.6K-$54.1K2026-10-27
Baron Wealth Management LLC
INCREASED791782+9+1%$275.9K$225.0K-$50.9K2026-10-27
Philadelphia Trust Co
UNCHANGED79179100%$279.0K$225.0K-$54.0K2026-11-05
Long Island Wealth Management, Inc.
INCREASED789732+57+8%$258.2K$224.5K-$33.7K2026-10-20
Armor Investment Advisors, LLC
DECREASED788833-45-5%$293.8K$224.2K-$69.6K2026-10-27
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
DECREASED788799-11-1%$281.8K$224.2K-$57.6K2026-10-27
Sterling Financial Planning, Inc.
DECREASED786862-76-9%$304.1K$223.6K-$80.5K2026-10-28
Kuhn & Co Investment Counsel
INCREASED785746+39+5%$263.1K$223.3K-$39.8K2026-10-29
Symmetry Partners, LLC
DECREASED7831,446-663-46%$510.2K$222.9K-$287.3K2026-10-27
Bedminster, LLC
DECREASED783788-5-1%$278.0K$222.8K-$55.2K2026-11-04
Cookson Peirce & Co Inc
NEW779—+779——$221.6K—2026-10-30
Fortitude Advisory Group L.L.C.
DECREASED7781,107-329-30%$390.3K$221.3K-$169.0K2026-10-15
Invested Advisors
DECREASED778846-68-8%$298.4K$221.3K-$77.0K2026-10-23
Avion Wealth
INCREASED778747+31+4%$263.0K$221.0K-$42.0K2026-11-04
Realta Investment Advisors
NEW775—+775——$220.5K—2026-10-14
Thomas Story & SON LLC
UNCHANGED77577500%$273.3K$220.5K-$52.8K2026-10-13
Barlow Wealth Partners, LLC
UNCHANGED77577500%$260.6K$222.2K-$38.4K2026-10-15
Antonelli Financial Advisors, LLC
UNCHANGED77577500%$273.0K$220.0K-$53.0K2026-10-13
Frederick Financial Consultants, LLC
DECREASED772783-11-1%$276.2K$219.6K-$56.5K2026-10-29
Selective Wealth Management, Inc.
INCREASED771646+125+19%$219.0K$237.7K+$18.7K2026-10-16
Ring Mountain Capital, LLC
DECREASED771813-42-5%$286.7K$219.3K-$67.4K2026-10-13
Post Resch Tallon Group Inc.
DECREASED767821-54-7%$289.6K$218.2K-$71.3K2026-10-09
Lighthouse Wealth Management Inc.
INCREASED766764+2+0%$269.3K$218.0K-$51.3K2026-10-13
Townsend & Associates, Inc
DECREASED7651,394-629-45%$464.4K$237.0K-$227.4K2026-10-23
Hill Island Financial LLC
DECREASED764893-129-14%$314.9K$217.4K-$97.6K2026-10-20
Mills Wealth Advisors LLC
INCREASED764731+33+5%$257.8K$217.4K-$40.5K2026-10-22
Great Point Wealth Advisors, LLC
INCREASED762742+20+3%$261.6K$216.7K-$44.9K2026-10-15
WMG Financial Advisors, LLC
UNCHANGED75875800%$267.3K$267.3K$02026-10-28
E6 Portfolios, LLC
DECREASED756784-28-4%$276.6K$215.1K-$61.5K2026-10-26
Argyle Capital Partners, LLC
DECREASED750802-52-6%$282.8K$213.4K-$69.4K2026-10-23
James Hambro & Partners LLP
UNCHANGED75075000%$264.3K$213.4K-$50.9K2026-10-19
Wealth Management Nebraska
UNCHANGED75075000%$264.6K$213.4K-$51.1K2026-10-26
HF Advisory Group, LLC
INCREASED749727+22+3%$256.4K$213.1K-$43.3K2026-10-09
Compass Wealth Management LLC
UNCHANGED74674600%$263.1K$212.2K-$50.9K2026-10-22
Horst & Graben Wealth Management LLC
DECREASED740777-37-5%$272.6K$210.6K-$62.1K2026-11-02
Kelly Financial Group LLC
DECREASED739742-30%$261.4K$210.4K-$51.0K2026-10-16
Schaeffer Financial LLC
UNCHANGED73673600%$259.6K$209.4K-$50.2K2026-10-23
Salomon & Ludwin, LLC
DECREASED7341,228-494-40%$430.8K$208.8K-$222.0K2026-10-29
Roof Eidam Maycock Peralta, LLC
INCREASED734732+2+0%$258.2K$208.7K-$49.5K2026-10-15
Mascoma Wealth Management LLC
DECREASED733742-9-1%$261.7K$208.6K-$53.2K2026-10-23
Convergence Financial, LLC
DECREASED732967-235-24%$341.3K$208.2K-$133.1K2026-10-27
Somnio Financial Group, LLC
UNCHANGED73173100%$257.8K$208.0K-$49.8K2026-10-26
Ballew Advisors, Inc
DECREASED730742-12-2%$265.7K$206.6K-$59.1K2026-10-05
Carolina Wealth Management Inc
INCREASED728639+89+14%$225.2K$207.2K-$18.0K2026-10-29
McCollum Christoferson Group LLC
INCREASED727698+29+4%$246.2K$206.8K-$39.3K2026-10-13
Leeward Financial Partners, LLC
INCREASED725719+6+1%$253.6K$206.3K-$47.3K2026-10-23
Miller Global Investments, LLC
UNCHANGED72572500%$255.7K$206.3K-$49.4K2026-10-02
Sound Financial Strategies Group, LLC
UNCHANGED72272200%$254.6K$205.4K-$49.2K2026-10-30
Argus Investors' Counsel, Inc.
UNCHANGED72072000%$253.9K$204.8K-$49.1K2026-10-09
Lipe & Dalton
UNCHANGED72072000%$254$205-$492026-10-15
Manchester Financial Inc
DECREASED717764-47-6%$269.5K$203.9K-$65.6K2026-10-15
B.O.S.S. Retirement Advisors, LLC
DECREASED7161,532-816-53%$540.2K$203.8K-$336.4K2026-10-26
Alternative Investment Advisors, Llc.
INCREASED715642+73+11%$226.6K$203.7K-$22.9K2026-11-03
Allen Mooney & Barnes Investment Advisors LLC
DECREASED715725-10-1%$255.9K$203.3K-$52.6K2026-10-08
Brooklyn FI, LLC
NEW713—+713——$253.4K—2026-11-05
Cortland Associates Inc
INCREASED713712+1+0%$251.0K$203.0K-$48.0K2026-10-29
Postrock Partners LLC
UNCHANGED71371300%$251.5K$202.8K-$48.6K2026-11-02
Joel Adams & Associates, Inc.
UNCHANGED71271200%$251.1K$202.6K-$48.6K2026-11-02
Avant Financial Advisors LLC
INCREASED709694+15+2%$244.8K$201.7K-$43.1K2026-11-02
Amarillo National Bank
DECREASED706801-95-12%$282.5K$200.9K-$81.6K2026-10-23
Retirement Wealth Solutions LLC
INCREASED703455+248+55%$160.3K$199.9K+$39.6K2026-10-07
NewCorp Financial Services, Inc.
INCREASED703629+74+12%$221.9K$200.0K-$21.9K2026-10-14
4Wealth Advisors, Inc.
DECREASED6972,403-1,706-71%$843.0K$200.9K-$642.1K2026-10-13
Evolution Wealth Management Inc.
DECREASED695858-163-19%$302.6K$197.7K-$104.9K2026-10-28
Syntax Research, Inc.
INCREASED691689+2+0%$243.1K$196.7K-$46.4K2026-11-04
Align Financial, LLC
INCREASED688682+6+1%$240.5K$195.7K-$44.8K2026-10-16
Winter & Associates, Inc.
INCREASED680674+6+1%$237.7K$214.4K-$23.4K2026-10-23
Central Pacific Bank - Trust Division
DECREASED6703,176-2,506-79%$1.1M$190.6K-$929.5K2026-10-06
Valley National Advisers Inc
DECREASED651767-116-15%$270.5K$185.2K-$85.2K2026-10-23
Ares Financial Consulting, LLC
INCREASED649609+40+7%$214.8K$184.8K-$30.0K2026-10-19
Fairscale Capital, LLC
DECREASED641656-15-2%$231.4K$211.0K-$20.3K2026-11-04
Birchbrook, Inc.
DECREASED637650-13-2%$229.2K$181.2K-$48.0K2026-10-14
Capstone Wealth Management Group, LLC
DECREASED6351,549-914-59%$546.1K$257.4K-$288.7K2026-11-05
Highline Wealth Partners LLC
INCREASED628565+63+11%$199.3K$178.8K-$20.6K2026-10-19
Abound Wealth Management
INCREASED625576+49+9%$203.1K$177.8K-$25.3K2026-10-26
Twelve Points Wealth Management LLC
INCREASED622589+33+6%$207.6K$204.6K-$3.0K2026-11-03
Davis Capital Management
DECREASED620652-32-5%$229.9K$176.4K-$53.6K2026-10-08
Cedar Mountain Advisors, LLC
DECREASED618640-22-3%$225.7K$175.9K-$49.9K2026-10-15
Kelleher Financial Advisors
DECREASED607984-377-38%$347.0K$172.7K-$174.3K2026-10-30
Harel Insurance Investments & Financial Services Ltd.
INCREASED606600+6+1%$212.0K$172.0K-$40.0K2026-11-02
Groesbeck Investment Management Corp
DECREASED604635-31-5%$224$172.0K+$171.8K2026-10-26
Tradewinds Capital Management, LLC
DECREASED603658-55-8%$232.1K$171.4K-$60.6K2026-10-23
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED60060000%$211.6K$170.7K-$40.9K2026-10-21
SRH Advisors, LLC
INCREASED574573+1+0%$202.1K$163.2K-$39.0K2026-10-22
Financial Network Wealth Advisors LLC
DECREASED565585-20-3%$206.4K$160.8K-$45.6K2026-10-28
Owl Creek Wealth Partners LLC
DECREASED563603-40-7%$212.7K$160.2K-$52.5K2026-10-20
Holos Integrated Wealth LLC
INCREASED552471+81+17%$162.6K$171.1K+$8.5K2026-10-23
Maryland Capital Advisors Inc.
DECREASED529892-363-41%$314.6K$150.5K-$164.1K2026-10-15
Sunrise Financial Services, LLC
UNCHANGED52852800%$186.2K$150.2K-$36.0K2026-10-21
RHL Group, LLC
INCREASED525464+61+13%$163.8K$149.4K-$14.4K2026-11-04
Hoese & Co LLP
DECREASED524642-118-18%$226.4K$149.1K-$77.3K2026-10-21
Quaker Wealth Management, LLC
DECREASED522557-35-6%$196.5K$148.6K-$47.8K2026-10-22
Pacific Center for Financial Services
INCREASED522521+1+0%$183.7K$148.6K-$35.1K2026-10-15
Meriwether Wealth & Planning, LLC
NEW514—+514——$146.2K—2026-10-13
Kroeger Financial Partners
UNCHANGED51451400%$181.3K$146.2K-$35.1K2026-10-19
Sava Infond d.o.o.
UNCHANGED51051000%$179.9K$145.1K-$34.8K2026-10-28
Peck Wealth Management, LLC
DECREASED500897-397-44%$316.4K$142.2K-$174.1K2026-10-29
Trellis Wealth Advisors LLC
NEW498—+498——$141.7K—2026-10-19
CGC Financial Services, LLC
UNCHANGED49749700%$175.3K$141.4K-$33.9K2026-10-13
GK Wealth Management LLC
DECREASED487589-102-17%$208.1K$138.7K-$69.4K2026-10-09
Triumph Capital Management
DECREASED486598-112-19%$210.9K$138.2K-$72.6K2026-10-14
MJT & Associates Financial Advisory Group, Inc.
DECREASED4851,279-794-62%$451.1K$138.0K-$313.1K2026-10-07
Blume Capital Management, Inc.
UNCHANGED48548500%$171.1K$138.0K-$33.1K2026-10-26
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED48048000%$169.2K$136.5K-$32.7K2026-10-28
WPG Advisers, LLC
DECREASED477500-23-5%$176.3K$135.7K-$40.6K2026-10-27
Signature Resources Capital Management, LLC
INCREASED466461+5+1%$162.6K$132.6K-$30.0K2026-10-16
Noble Wealth Management PBC
INCREASED465463+2+0%$163.3K$132.3K-$31.0K2026-10-01
USA Financial Formulas
NEW441—+441——$125.5K—2026-10-16
Essential Partners LLC
DECREASED438447-9-2%$157.6K$124.6K-$33.0K2026-10-14
Rational Advisors, Inc.
INCREASED428369+59+16%$130.1K$121.8K-$8.4K2026-11-02
Bradley & Co. Private Wealth Management, LLC
UNCHANGED41941900%$147.8K$119.2K-$28.6K2026-10-23
IMG Wealth Management, Inc.
DECREASED399476-77-16%$167.9K$113.5K-$54.4K2026-10-27
Sfam, LLC
UNCHANGED38738700%$136.4K$110.1K-$26.4K2026-11-03
Barnes Dennig Private Wealth Management LLC
INCREASED384291+93+32%$102.6K$109.2K+$6.6K2026-10-30
Cherry Tree Wealth Management, LLC
DECREASED383392-9-2%$138.3K$109.0K-$29.3K2026-10-15
Prism Planning Partners LLC
NEW373—+373——$106.2K—2026-10-27
SBK Financial, Inc.
DECREASED3541,612-1,258-78%$568.5K$100.7K-$467.8K2026-11-02
Hurley Capital, LLC
INCREASED350349+1+0%$123.1K$99.6K-$23.5K2026-11-05
True Wealth Design, LLC
DECREASED348405-57-14%$142.8K$99.0K-$43.8K2026-10-13
One River Asset Management, LLC
DECREASED336529-193-36%$186.6K$95.6K-$91.0K2026-10-21
Robinson Value Management, Ltd.
UNCHANGED33333300%$117.4K$94.7K-$22.7K2026-10-20
Tsfg, LLC
DECREASED330802-472-59%$283.0K$94.0K-$189.0K2026-10-23
Bell Investment Advisors, Inc
DECREASED321386-65-17%$136.1K$91.3K-$44.8K2026-10-29
Valued Wealth Advisors LLC
DECREASED320351-31-9%$123.8K$91.0K-$32.9K2026-11-05
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED31031000%$109.1K$88.6K-$20.5K2026-10-14
Torren Management, LLC
INCREASED301133+168+126%$47.0K$85.7K+$38.7K2026-10-29
Ameliora Wealth Management Ltd.
UNCHANGED30030000%$105.8K$85.3K-$20.5K2026-10-23
Polaris Financial Partners
NEW292—+292——$83—2026-10-02
Downshift Financial, LLC
DECREASED288298-10-3%$104.9K$81.9K-$23.0K2026-10-13
Richardson Capital Management LLC
UNCHANGED28528500%$100.5K$81.1K-$19.4K2026-10-23
Putney Financial Group LLC
NEW280—+280——$79.7K—2026-10-30
Gold Investment Management Ltd.
DECREASED276450-174-39%$158.7K$78.5K-$80.2K2026-10-19
Essential Investment Partners LLC
UNCHANGED27527500%$97.0K$78.2K-$18.8K2026-10-27
Barrett & Company, Inc.
DECREASED273615-342-56%$216.9K$77.7K-$139.3K2026-10-22
Adkins Seale Capital Management LLC
DECREASED273357-84-24%$125.9K$77.7K-$48.2K2026-10-27
Hickory Point Bank & Trust
UNCHANGED26526500%$93.5K$75.4K-$18.1K2026-10-01
GoalVest Advisory LLC
DECREASED260410-150-37%$144.6K$74.0K-$70.6K2026-10-02
Breakwater Investment Management
INCREASED259258+1+0%$91.0K$73.7K-$17.3K2026-10-20
Aspect Partners, LLC
DECREASED258259-10%$91.3K$73.4K-$17.9K2026-10-20
Key Capital Management, Inc
INCREASED257253+4+2%$89.2K$73.1K-$16.1K2026-11-03
Networth Advisors, LLC
INCREASED250248+2+1%$87.6K$71.2K-$16.4K2026-11-03
Fairman Group, LLC
UNCHANGED25025000%$88.2K$71.1K-$17.0K2026-10-26
Vermillion Wealth Management, Inc.
DECREASED240358-118-33%$126.3K$68.3K-$58.0K2026-10-26
United Financial Planning Group LLC
DECREASED235279-44-16%$98.4K$66.8K-$31.6K2026-11-04
Burkett Financial Services, LLC
INCREASED23189+142+160%$31.4K$65.9K+$34.5K2026-10-01
Strategic Advocates LLC
INCREASED231187+44+24%$66.0K$65.7K-$2342026-11-03
Marquette Asset Management, LLC
DECREASED210410-200-49%$144.6K$59.7K-$84.9K2026-10-09
Morton Brown Family Wealth, LLC
INCREASED206197+9+5%$69.4K$58.7K-$10.7K2026-10-23
Horizons Wealth Management
NEW205—+205——$58.3K—2026-10-05
IFS Advisors, LLC
INCREASED205113+92+81%$39.9K$58.5K+$18.7K2026-10-14
Wealth Analytics Partners, LLC
NEW201—+201——$57.2K—2026-10-19
John Boyer, Inc.
NEW201—+201——$57.3K—2026-10-27
Bochk Asset Management Ltd
DECREASED2009,400-9,200-98%$3.3M$56.9K-$3.3M2026-10-29
Redwood Park Advisors LLC
DECREASED200202-2-1%$71.1K$57.0K-$14.2K2026-11-02
Glass Jacobson Investment Advisors llc
DECREASED200201-10%$70.9K$56.9K-$14.0K2026-10-26
Access Investment Management LLC
UNCHANGED20020000%$70.5K$56.9K-$13.6K2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED194135+59+44%$47.7K$55.3K+$7.6K2026-11-02
James T. Borello RIA
DECREASED194244-50-20%$86.1K$55.2K-$30.9K2026-10-16
American Capital Advisory, LLC
DECREASED191457-266-58%$161.2K$54.3K-$106.8K2026-10-28
Covestor Ltd
DECREASED191194-3-2%$68.0K$54.0K-$14.0K2026-10-30
Capitol Family Office, Inc.
UNCHANGED18318300%$64.5K$52.1K-$12.5K2026-10-13
Bay Harbor Wealth Management, LLC
DECREASED182188-6-3%$66.5K$51.9K-$14.6K2026-11-03
Entrust Financial LLC
UNCHANGED18118100%$63.9K$51.5K-$12.4K2026-11-04
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED179203-24-12%$71.6K$50.9K-$20.7K2026-11-06
Aventus Investment Advisors, Inc.
UNCHANGED17517500%$61.7K$49.8K-$11.9K2026-10-09
Mountain Hill Investment Partners Corp.
UNCHANGED17517500%$61.7K$49.8K-$11.9K2026-10-23
Clark Wealth Partners
INCREASED17192+79+86%$32.6K$48.7K+$16.2K2026-10-19
Bare Financial Services, Inc
DECREASED168200-32-16%$70.5K$47.8K-$22.7K2026-11-04
Beutel, Goodman & Co Ltd.
UNCHANGED16616600%$58.0K$47.0K-$11.0K2026-11-04
GGM Financial LLC
DECREASED163242-79-33%$85.3K$46.4K-$38.9K2026-11-05
Mosley Wealth Management
DECREASED163196-33-17%$69.0K$50.4K-$18.6K2026-10-16
West Financial Advisors, LLC
UNCHANGED16216200%$57.1K$46.1K-$11.0K2026-10-22
Goodman Advisory Group, LLC
NEW152—+152——$43.2K—2026-11-02
Accordant Advisory Group Inc
UNCHANGED15015000%$52.9K$42.7K-$10.2K2026-10-29
Keystone Financial Group, Inc.
INCREASED146145+1+1%$51.2K$41.5K-$9.7K2026-10-13
Your Advocates Ltd., LLP
UNCHANGED14614600%$51.5K$41.5K-$10.0K2026-11-03
Finley Financial, LLC
UNCHANGED14514500%$51.1K$41.0K-$10.2K2026-10-28
Monetary Solutions, Ltd
UNCHANGED13913900%$49.0K$39.5K-$9.5K2026-10-22
Thompson Investment Management, Inc.
UNCHANGED12712700%$44.8K$36.1K-$8.7K2026-10-14
Livelsberger Financial Advisory
NEW113—+113——$32.1K—2026-10-28
Nvest Wealth Strategies, Inc.
UNCHANGED10510500%$37.0K$29.9K-$7.2K2026-10-14
Burk Holdings LLC
INCREASED10257+45+79%$20.1K$29.0K+$8.9K2026-11-05
Next Level Wealth Planning, LLC
NEW100—+100——$28.4K—2026-10-29
Skylands Capital, LLC
UNCHANGED10010000%$35.3K$28.4K-$6.8K2026-10-21
Comprehensive Financial Planning, Inc.
DECREASED99212-113-53%$74.8K$28.4K-$46.4K2026-10-27
POM Investment Strategies, LLC
UNCHANGED979700%$34.2K$27.6K-$6.6K2026-10-20
Kingdom Financial Group Llc.
DECREASED88394-306-78%$138.8K$25.0K-$113.8K2026-11-04
Rakuten Securities, Inc.
INCREASED8547+38+81%$16.6K$24.2K+$7.6K2026-11-02
Maseco LLP
INCREASED8455+29+53%$19.4K$23.9K+$4.5K2026-10-27
Navigoe, LLC
DECREASED8491-7-8%$32.0K$23-$32.0K2026-11-04
Sarver Vrooman Wealth Advisors
UNCHANGED828200%$28.6K$23.3K-$5.2K2026-10-01
TrinityBridge Ltd
UNCHANGED828200%$29.0K$23-$29.0K2026-10-30
Foresight Capital Management Advisors, Inc.
NEW80—+80——$22.8K—2026-10-27
Planning Strategies Inc.
INCREASED7638+38+100%$13.4K$21.6K+$8.2K2026-10-02
Friedenthal Financial
NEW75—+75——$21.3K—2026-10-27
Zeit Capital LLC
UNCHANGED747400%$26.1K$21.1K-$5.0K2026-10-19
Advocate Investing Services LLC
UNCHANGED747400%$26.1K$21.1K-$5.0K2026-10-26
Clayton Financial Group LLC
NEW73—+73——$20.8K—2026-10-13
McCarley & Cook Financial Planners
DECREASED7375-2-3%$26.5K$20.8K-$5.7K2026-10-21
Balance Wealth Partners LLC
NEW72—+72——$20.5K—2026-10-27
Paladin Partners, LLC
UNCHANGED686800%$24.0K$19.3K-$4.6K2026-10-06
Phillip James Consulting Co.
UNCHANGED626200%$21.9K$17.6K-$4.2K2026-11-03
KFG LLC
NEW61—+61——$17.4K—2026-11-02
Newton One Investments LLC
DECREASED61223-162-73%$78.8K$17.2K-$61.6K2026-10-14
Fairway Wealth LLC
NEW60—+60——$17.1K—2026-10-30
Dorato Capital Management
UNCHANGED606000%$20.6K$17.1K-$3.5K2026-10-08
Fiduciary Advisors, Inc.
INCREASED5839+19+49%$13.8K$16.6K+$2.7K2026-10-16
LFA - Lugano Financial Advisors SA
DECREASED55142-87-61%$50.1K$15.6K-$34.4K2026-11-03
Steph & Co
INCREASED5147+4+9%$16.6K$14.5K-$2.1K2026-10-07
Midwest Capital Advisors, LLC
UNCHANGED454500%$15.9K$12.9K-$3.0K2026-11-04
Sellwood Investment Partners LLC
UNCHANGED404000%$14.1K$11.4K-$2.7K2026-11-03
Cdkv Holdings LLC
UNCHANGED373700%$13.1K$10.5K-$2.5K2026-10-28
AXS Investments LLC
INCREASED3634+2+6%$12.0K$10.2K-$1.7K2026-11-04
Miller Wealth Advisors, LLC
UNCHANGED363600%$12.8K$10.3K-$2.4K2026-11-02
Prudent Man Investment Management, Inc.
INCREASED3110+21+210%$3.4K$8.8K+$5.4K2026-11-03
CKW Financial Group
NEW27—+27——$8—2026-10-29
Ulland Investment Advisors, LLC
DECREASED1969-50-72%$24$5-$192026-10-13
PayPay Securities Corp
DECREASED1718-1-6%$6.3K$4.8K-$1.5K2026-10-27
NorthAvenue LLC
UNCHANGED171700%$6.0K$4.8K-$1.2K2026-10-29
Western Pacific Wealth Management, LP
DECREASED15100-85-85%$35.1K$4.3K-$30.8K2026-10-16
Bear Mountain Capital, Inc.
UNCHANGED141400%$4.7K$4.3K-$3932026-11-04
Transce3nd, LLC
NEW12—+12——$3.8K—2026-10-26
LAM Group, Inc.
UNCHANGED121200%$4.2K$3.4K-$8182026-10-26
WestEnd Advisors, LLC
UNCHANGED121200%$4.2K$3.4K-$8182026-10-27
Bernzott Capital Advisors
NEW7—+7——$2.0K—2026-10-29
3 Factor Indexing, LLC
UNCHANGED2200%$706$569-$1372026-10-15
Peterson Wealth Management
DECREASED1680-679-100%$239.7K$381-$239.3K2026-11-06
Montgomery Financial Services LLC
UNCHANGED1100%$353$284-$692026-11-03
Arbejdsmarkedets Tillaegspension
CLOSED088,360-88,360-100%$31.2M$0-$31.2M2026-10-30
Adams Diversified Equity Fund, Inc.
CLOSED071,900-71,900-100%$25.4M$0-$25.4M2026-10-21
TrueMark Investments, LLC
CLOSED029,197-29,197-100%$10.3M$0-$10.3M2026-11-05
HS Management Partners, LLC
CLOSED020,755-20,755-100%$7.3M$0-$7.3M2026-11-05
St. Louis Financial Planners Asset Management, LLC
CLOSED013,861-13,861-100%$5.0M$0-$5.0M2026-10-16
Nikulski Financial, Inc.
CLOSED010,766-10,766-100%$3.8M$0-$3.8M2026-11-06
Wellington Shields Capital Management, LLC
CLOSED08,790-8,790-100%$3.1M$0-$3.1M2026-11-03
Nicollet Investment Management, Inc.
CLOSED07,881-7,881-100%$2.8M$0-$2.8M2026-10-14
Wellington Shields & Co., LLC
CLOSED06,691-6,691-100%$2.4M$0-$2.4M2026-11-03
Titan Investment Management LLC
CLOSED06,326-6,326-100%$2.2M$0-$2.2M2026-10-22
Arbor Capital Management Inc
CLOSED05,536-5,536-100%$1.9M$0-$1.9M2026-10-21
Corda Investment Management, Llc.
CLOSED03,791-3,791-100%$1.3M$0-$1.3M2026-10-22
Arwa LLC
CLOSED03,783-3,783-100%$1.3M$0-$1.3M2026-10-21
Pacific Excel Wealth Advisors, Inc.
CLOSED03,772-3,772-100%$1.3M$0-$1.3M2026-10-27
OmniStar Financial Group, Inc.
CLOSED02,953-2,953-100%$1.0M$0-$1.0M2026-10-26
Basso Capital Management, L.P.
CLOSED02,232-2,232-100%$787.2K$0-$787.2K2026-10-30
Brick & Kyle, Associates
CLOSED02,171-2,171-100%$714.2K$0-$714.2K2026-11-05
Mainstream Capital Management LLC
CLOSED02,061-2,061-100%$726.9K$0-$726.9K2026-10-23
Capstone Wealth Management, LLC
CLOSED01,942-1,942-100%$684.9K$0-$684.9K2026-11-02
Abel Hall, LLC
CLOSED01,930-1,930-100%$680.6K$0-$680.6K2026-10-19
Elevated Financial Group LLC
CLOSED01,773-1,773-100%$625.3K$0-$625.3K2026-10-16
Wedge Capital Management L L P
CLOSED01,686-1,686-100%$594.6K$0-$594.6K2026-10-13
Scarborough Advisors, LLC
CLOSED01,621-1,621-100%$532.5K$0-$532.5K2026-10-16
Johnson Financial Group, LLC
CLOSED01,224-1,224-100%$431.7K$0-$431.7K2026-11-03
Sepio Capital, LP
CLOSED01,205-1,205-100%$425.0K$0-$425.0K2026-10-22
Hofer & Associates. Inc
CLOSED01,088-1,088-100%$383.7K$0-$383.7K2026-10-13
Simplify Asset Management Inc.
CLOSED01,074-1,074-100%$378.8K$0-$378.8K2026-10-27
Spartan Planning & Wealth Management
CLOSED01,071-1,071-100%$377.5K$0-$377.5K2026-10-13
CPA Asset Management Group, LLC
CLOSED01,028-1,028-100%$362.6K$0-$362.6K2026-10-26
Greenup Street Wealth Management LLC
CLOSED01,003-1,003-100%$353.6K$0-$353.6K2026-10-28
BancFirst Trust & Investment Management
CLOSED0988-988-100%$346.6K$0-$346.6K2026-10-30
Ifrah Financial Services, Inc.
CLOSED0975-975-100%$343.9K$0-$343.9K2026-10-13
Financial Planning Hawaii, Inc.
CLOSED0944-944-100%$332.8K$0-$332.8K2026-10-13
Arlington Partners LLC
CLOSED0887-887-100%$312.8K$0-$312.8K2026-10-20
Laurion Capital Management LP
CLOSED0880-880-100%$310.4K$0-$310.4K2026-10-30
Stone House Investment Management, LLC
CLOSED0864-864-100%$304.7K$0-$304.7K2026-10-23
American National Bank of Texas
CLOSED0832-832-100%$293.4K$0-$293.4K2026-10-07
Sagace Wealth Management LLC
CLOSED0815-815-100%$287.4K$0-$287.4K2026-10-28
Clear Wave Wealth Management LLC
CLOSED0811-811-100%$286.0K$0-$286.0K2026-11-04
Belleair Asset Management, LLC
CLOSED0810-810-100%$285.7K$0-$285.7K2026-11-03
Fermata Advisors, LLC
CLOSED0804-804-100%$283.6K$0-$283.6K2026-10-13
Summit Financial Wealth Advisors, LLC
CLOSED0763-763-100%$269.1K$0-$269.1K2026-10-15
Baring Financial LLC
CLOSED0753-753-100%$265.5K$0-$265.5K2026-10-07
Asset Allocation Strategies LLC
CLOSED0751-751-100%$264.8K$0-$264.8K2026-10-20
IronBridge Private Wealth, LLC
CLOSED0747-747-100%$263.4K$0-$263.4K2026-11-03
Motive Wealth Advisors
CLOSED0746-746-100%$263.1K$0-$263.1K2026-10-26
Level Financial Advisors
CLOSED0745-745-100%$262.7K$0-$262.7K2026-10-13
Financial Harvest, LLC
CLOSED0741-741-100%$261.3K$0-$261.3K2026-10-15
Iron Financial LLC
CLOSED0729-729-100%$257.0K$0-$257.0K2026-10-23
First Bank & Trust
CLOSED0726-726-100%$256.0K$0-$256.0K2026-10-19
Apeiron RIA LLC
CLOSED0722-722-100%$244.1K$0-$244.1K2026-10-08
Bridgelight Financial Advisors, Inc.
CLOSED0721-721-100%$254.4K$0-$254.4K2026-10-20
Stewardship Advisors, LLC
CLOSED0719-719-100%$253.6K$0-$253.6K2026-10-20
Gordian Advisors LLC
CLOSED0703-703-100%$247.8K$0-$247.8K2026-10-30
Eagle Strategies LLC
CLOSED0702-702-100%$247.5K$0-$247.5K2026-10-16
FWG Investments, Llc.
CLOSED0702-702-100%$247.5K$0-$247.5K2026-11-03
Hobart Private Capital, LLC
CLOSED0702-702-100%$247.6K$0-$247.6K2026-10-19
Brighton Securities Corp.
CLOSED0702-702-100%$247.6K$0-$247.6K2026-10-08
One Day In July LLC
CLOSED0702-702-100%$247.6K$0-$247.6K2026-10-30
FCG Investment Co
CLOSED0700-700-100%$246.9K$0-$246.9K2026-10-13
Code Waechter LLC
CLOSED0699-699-100%$246.5K$0-$246.5K2026-10-23
Unify Financial Advisors
CLOSED0698-698-100%$246.2K$0-$246.2K2026-11-03
Daviman Financial, LLC
CLOSED0698-698-100%$246.3K$0-$246.3K2026-11-06
Capital Planning LLC
CLOSED0697-697-100%$245.8K$0-$245.8K2026-10-09
FNY Investment Advisers, LLC
CLOSED0695-695-100%$245$0-$2452026-10-16
A4 Wealth Advisors LLC
CLOSED0695-695-100%$245.2K$0-$245.2K2026-10-20
Measured Risk Portfolios, Inc.
CLOSED0691-691-100%$243.9K$0-$243.9K2026-10-21
IMPACTfolio, LLC
CLOSED0680-680-100%$239.8K$0-$239.8K2026-10-28
RVW Wealth, LLC
CLOSED0677-677-100%$238.6K$0-$238.6K2026-10-06
Lecap Asset Management LTD
CLOSED0677-677-100%$238.8K$0-$238.8K2026-10-27
Ariston Services Group
CLOSED0676-676-100%$238.4K$0-$238.4K2026-10-16
Milestone Asset Management, LLC
CLOSED0675-675-100%$238.3K$0-$238.3K2026-10-15
Elser Financial Planning, Inc
CLOSED0675-675-100%$238.1K$0-$238.1K2026-10-16
Rockport Wealth LLC
CLOSED0675-675-100%$238.1K$0-$238.1K2026-11-03
Fearless Solutions, LLC dba Best Invest
CLOSED0671-671-100%$236.6K$0-$236.6K2026-10-14
Isthmus Partners, LLC
CLOSED0670-670-100%$236.3K$0-$236.3K2026-10-21
Randall & Associates Wealth Management
CLOSED0669-669-100%$235.9K$0-$235.9K2026-10-20
CogentBlue Wealth Advisors, LLC
CLOSED0666-666-100%$234.9K$0-$234.9K2026-10-09
Sidoxia Capital Management, LLC
CLOSED0665-665-100%$234.5K$0-$234.5K2026-10-28
Capital Wealth Management, LLC
CLOSED0664-664-100%$234.2K$0-$234.2K2026-10-27
Stonekeep Investments, LLC
CLOSED0660-660-100%$233$0-$2332026-10-15
Paragon Capital Management Ltd
CLOSED0659-659-100%$232.7K$0-$232.7K2026-10-09
Fulcrum Capital LLC
CLOSED0659-659-100%$232.4K$0-$232.4K2026-10-15
Gainline Financial Partners, LLC
CLOSED0656-656-100%$231.4K$0-$231.4K2026-10-15
Greater Midwest Financial Group, LLC
CLOSED0654-654-100%$230.8K$0-$230.8K2026-10-13
Moneywise, Inc.
CLOSED0654-654-100%$230.7K$0-$230.7K2026-10-30
Junk Investment Group, LLC
CLOSED0651-651-100%$229.6K$0-$229.6K2026-10-19
Advisory Resource Group
CLOSED0650-650-100%$229.2K$0-$229.2K2026-10-26
Conestoga Capital Advisors, LLC
CLOSED0650-650-100%$229.2K$0-$229.2K2026-11-02
Strategic Wealth Investment Group, LLC
CLOSED0649-649-100%$229.0K$0-$229.0K2026-10-29
Forthright Family Wealth Advisory LLC
CLOSED0648-648-100%$228.5K$0-$228.5K2026-11-03
Orgel Wealth Management, LLC
CLOSED0648-648-100%$228.5K$0-$228.5K2026-10-14
Luminvest Wealth Management LLC
CLOSED0648-648-100%$227.9K$0-$227.9K2026-10-14
Beirne Wealth Consulting Services, LLC
CLOSED0646-646-100%$227.8K$0-$227.8K2026-10-19
Fortress Financial Group, LLC
CLOSED0646-646-100%$227.8K$0-$227.8K2026-10-21
MMA Asset Management LLC
CLOSED0645-645-100%$227.5K$0-$227.5K2026-11-02
Redmond Asset Management, LLC
CLOSED0645-645-100%$227.5K$0-$227.5K2026-10-27
Veery Capital, LLC
CLOSED0643-643-100%$226.8K$0-$226.8K2026-10-07
Clear Retirement Advice LLC
CLOSED0642-642-100%$226.4K$0-$226.4K2026-10-22
Oath Planning, LLC
CLOSED0642-642-100%$226.5K$0-$226.5K2026-10-20
Riggs Asset Managment Co. Inc.
CLOSED0641-641-100%$226.1K$0-$226.1K2026-11-05
Darrow Company, Inc.
CLOSED0639-639-100%$225.4K$0-$225.4K2026-10-22
Acorn Financial Advisory Services Inc
CLOSED0637-637-100%$224.7K$0-$224.7K2026-11-02
Stegner Investment Associates Inc.
CLOSED0636-636-100%$224.3K$0-$224.3K2026-10-15
Adamsbrown Wealth Consultants LLC
CLOSED0634-634-100%$223.5K$0-$223.5K2026-10-20
Michael J. Porro & Co. Financial Advisors, Inc.
CLOSED0633-633-100%$223.2K$0-$223.2K2026-10-16
Scratch Capital LLC
CLOSED0626-626-100%$220.9K$0-$220.9K2026-11-02
Northland Securities, Inc.
CLOSED0623-623-100%$219.7K$0-$219.7K2026-11-02
Dorval Corp
CLOSED0623-623-100%$219.8K$0-$219.8K2026-10-29
Evergreen Advisors, LLC
CLOSED0621-621-100%$218.9K$0-$218.9K2026-10-28
Agate Pass Investment Management, LLC
CLOSED0620-620-100%$218.7K$0-$218.7K2026-10-20
TrueWealth Advisors, LLC
CLOSED0617-617-100%$217.5K$0-$217.5K2026-10-09
Tenet Wealth Partners, LLC
CLOSED0617-617-100%$207.4K$0-$207.4K2026-10-19
Omni 360 Wealth, Inc.
CLOSED0615-615-100%$216.8K$0-$216.8K2026-10-13
Ball & Co Wealth Management Inc.
CLOSED0614-614-100%$216.0K$0-$216.0K2026-11-05
Financial & Tax Architects, LLC
CLOSED0610-610-100%$215.1K$0-$215.1K2026-10-15
Torrey Growth & Income Advisors
CLOSED0610-610-100%$215.2K$0-$215.2K2026-11-04
Cadent Capital Advisors, LLC
CLOSED0607-607-100%$214.2K$0-$214.2K2026-10-09
Kondo Wealth Advisors, Inc.
CLOSED0606-606-100%$213.9K$0-$213.9K2026-10-19
Wynn Capital, LLC
CLOSED0604-604-100%$212.9K$0-$212.9K2026-10-13
Factor Wealth Management LTD
CLOSED0603-603-100%$212.8K$0-$212.8K2026-10-08
Rubicon Advisors, GP
CLOSED0603-603-100%$212.6K$0-$212.6K2026-10-23
Freedom Financial Partners LLC
CLOSED0598-598-100%$210.9K$0-$210.9K2026-10-19
Ackerman Capital Advisors, LLC
CLOSED0597-597-100%$210.6K$0-$210.6K2026-10-30
Dahring | Cusmano LLC
CLOSED0596-596-100%$210.0K$0-$210.0K2026-11-03
MN Wealth Advisors, LLC
CLOSED0593-593-100%$209.3K$0-$209.3K2026-10-23
Pioneer Wealth Management Group
CLOSED0593-593-100%$209.1K$0-$209.1K2026-10-09
Leverty Financial Group, LLC
CLOSED0591-591-100%$208.4K$0-$208.4K2026-10-08
JBR Co Financial Management Inc
CLOSED0587-587-100%$206.9K$0-$206.9K2026-10-13
IMZ Advisory Inc
CLOSED0586-586-100%$206.7K$0-$206.7K2026-11-03
InTrack Investment Management Inc
CLOSED0586-586-100%$206.8K$0-$206.8K2026-10-15
Walker Financial Services, Inc.
CLOSED0586-586-100%$207.0K$0-$207.0K2026-10-26
Capital Advisors Wealth Management, LLC
CLOSED0586-586-100%$206.5K$0-$206.5K2026-10-09
Arch Global Advisors, LLC
CLOSED0585-585-100%$206.3K$0-$206.3K2026-10-23
Hopwood Financial Services, Inc.
CLOSED0583-583-100%$205.6K$0-$205.6K2026-10-29
Alpha Wealth Funds, LLC
CLOSED0580-580-100%$204.6K$0-$204.6K2026-11-05
Skyline Advisors, Inc.
CLOSED0579-579-100%$204.2K$0-$204.2K2026-11-03
Innovative Wealth Building LLC
CLOSED0579-579-100%$204.2K$0-$204.2K2026-10-14
Financial Synergies Wealth Advisors, Inc.
CLOSED0577-577-100%$203.6K$0-$203.6K2026-10-16
J.P. Marvel Investment Advisors, LLC
CLOSED0577-577-100%$203.5K$0-$203.5K2026-11-02
Schwallier Wealth Management LLC
CLOSED0577-577-100%$203.6K$0-$203.6K2026-11-05
Nova R Wealth, Inc.
CLOSED0575-575-100%$202.7K$0-$202.7K2026-10-26
Signature Wealth Management Partners, LLC
CLOSED0575-575-100%$202.9K$0-$202.9K2026-10-21
LifeGuide Financial Advisors, LLC
CLOSED0573-573-100%$202.0K$0-$202.0K2026-10-20
One Advisory Partners, LLC
CLOSED0573-573-100%$202.1K$0-$202.1K2026-10-22
Cooke Wealth Management, LLC
CLOSED0570-570-100%$200.9K$0-$200.9K2026-10-13
Western Financial Corp
CLOSED0568-568-100%$200.4K$0-$200.4K2026-10-14
Foundation Wealth Management, Llc\pa
CLOSED0568-568-100%$200.3K$0-$200.3K2026-10-14
State of Wyoming
CLOSED0550-550-100%$194.0K$0-$194.0K2026-10-28
Munich Reinsurance Co Stock Corp in Munich
CLOSED0408-408-100%$143.9K$0-$143.9K2026-10-30
Spectrum Wealth Advisory Group, LLC
CLOSED0270-270-100%$95.2K$0-$95.2K2026-10-29
Robinswood Financial LLC
CLOSED0227-227-100%$80.3K$0-$80.3K2026-10-20
Bullseye Investment Management, LLC
CLOSED0220-220-100%$77.6K$0-$77.6K2026-10-29
GFS Advisors, LLC
CLOSED0200-200-100%$12.4M$0-$12.4M2026-11-03
Gill Capital Partners, LLC
CLOSED0120-120-100%$42.3K$0-$42.3K2026-10-13
Atlatl Advisers LLC
CLOSED0116-116-100%$40.9K$0-$40.9K2026-10-22
Leonteq Securities AG
CLOSED093-93-100%$32.8K$0-$32.8K2026-10-29
Vima LLC
CLOSED077-77-100%$27.0K$0-$27.0K2026-10-23
Financially Speaking Inc
CLOSED077-77-100%$25.3K$0-$25.3K2026-11-05
Activest Wealth Management
CLOSED059-59-100%$20.8K$0-$20.8K2026-10-15
Midway Capital Research & Management
CLOSED020-20-100%$7.1K$0-$7.1K2026-10-20
Whipplewood Advisors, LLC
CLOSED019-19-100%$6.7K$0-$6.7K2026-10-20
Arvest Investments, Inc.
DECREASED03,094-3,094-100%$1.1M$0-$1.1M2026-10-21
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.9M$1.8M-$167.2K2026-10-29
BlackRock, Inc.
N/A—81,578,902-81,578,902-100%$28.8B———
Vanguard Capital Management LLC
N/A—65,076,088-65,076,088-100%$23.0B———
State Street Corp
N/A—47,175,026-47,175,026-100%$16.6B———
Vanguard Portfolio Management LLC
N/A—25,751,551-25,751,551-100%$9.1B———
Geode Capital Management, LLC
N/A—25,263,448-25,263,448-100%$8.9B———
Morgan Stanley
N/A—22,603,319-22,603,319-100%$8.0B———
Charles Schwab Investment Management Inc
N/A—20,261,850-20,261,850-100%$7.1B———
FMR LLC
N/A—18,088,396-18,088,396-100%$6.4B———
Capital Research Global Investors
N/A—16,802,396-16,802,396-100%$5.9B———
Bank of America Corp
N/A—16,390,122-16,390,122-100%$5.8B———
Norges Bank
N/A—13,383,376-13,383,376-100%$4.7B———
Capital World Investors
N/A—13,174,621-13,174,621-100%$4.6B———
Price T Rowe Associates Inc
N/A—11,104,365-11,104,365-100%$3.9B———
Northern Trust Corp
N/A—11,069,057-11,069,057-100%$3.9B———
Fisher Asset Management, LLC
N/A—10,360,718-10,360,718-100%$3.7B———
JPMorgan Chase & Co
N/A—9,540,898-9,540,898-100%$3.3B———
UBS Asset Management Americas LLC
N/A—9,083,559-9,083,559-100%$3.2B———
Wellington Management Group LLP
N/A—7,686,643-7,686,643-100%$2.7B———
Goldman Sachs Group Inc
N/A—7,438,405-7,438,405-100%$2.6B———
Amundi
N/A—7,339,614-7,339,614-100%$2.6B———
Royal Bank of Canada
N/A—7,102,249-7,102,249-100%$2.5B———
Alliancebernstein L.P.
N/A—6,600,335-6,600,335-100%$2.2B———
UBS Group AG
N/A—6,350,453-6,350,453-100%$2.2B———
Nuveen, LLC
N/A—5,985,549-5,985,549-100%$2.1B———
Wells Fargo & Company
N/A—5,947,344-5,947,344-100%$2.1B———
Raymond James Financial Inc
N/A—5,837,551-5,837,551-100%$2.1B———
Vanguard Fiduciary Trust Co
N/A—5,690,631-5,690,631-100%$2.0B———
Legal & General Group Plc
N/A—5,540,102-5,540,102-100%$2.0B———
Franklin Resources Inc
N/A—4,930,166-4,930,166-100%$1.7B———
Ameriprise Financial Inc
N/A—4,911,174-4,911,174-100%$1.7B———
D. E. Shaw & Co., Inc.
N/A—4,315,830-4,315,830-100%$1.5B———
Neuberger Berman Group LLC
N/A—3,663,875-3,663,875-100%$1.3B———
Invesco Ltd.
N/A—3,411,060-3,411,060-100%$1.2B———
SG Americas Securities, LLC
N/A—3,299,614-3,299,614-100%$1.2B———
Baird Financial Group, Inc.
N/A—2,953,823-2,953,823-100%$1.0B———
HSBC Holdings PLC
N/A—2,886,890-2,886,890-100%$1.0B———
Deutsche Bank Ag\
N/A—2,860,316-2,860,316-100%$1.0B———
Swiss National Bank
N/A—2,809,200-2,809,200-100%$990.7M———
Lone Pine Capital LLC
N/A—2,603,189-2,603,189-100%$918.1M———
Envestnet Asset Management Inc
N/A—2,596,155-2,596,155-100%$915.6M———
Stifel Financial Corp
N/A—2,568,267-2,568,267-100%$905.8M———
BNP Paribas Financial Markets
N/A—2,355,033-2,355,033-100%$830.6M———
Vanguard Asset Management, Ltd
N/A—2,251,123-2,251,123-100%$793.9M———
National Pension Service
N/A—2,243,280-2,243,280-100%$791.2M———
LPL Financial LLC
N/A—2,233,368-2,233,368-100%$787.7M———
Vanguard Global Advisers, LLC
N/A—2,165,241-2,165,241-100%$763.6M———
Canada Pension Plan Investment Board
N/A—2,065,632-2,065,632-100%$728.5M———
Barclays PLC
N/A—1,884,734-1,884,734-100%$664.7M———
Jupiter Topco LLC
N/A—1,861,035-1,861,035-100%$656.2M———
California Public Employees Retirement System
N/A—1,841,754-1,841,754-100%$649.5M———
Rhumbline Advisers
N/A—1,774,973-1,774,973-100%$626.0M———
Bank of Montreal
N/A—1,688,244-1,688,244-100%$595.4M———
Capital Wealth Planning, LLC
N/A—1,646,440-1,646,440-100%$580.7M———
Citadel Advisors LLC
N/A—1,518,105-1,518,105-100%$535.4M———
California State Teachers Retirement System
N/A—1,490,513-1,490,513-100%$525.7M———
AQR Capital Management LLC
N/A—1,473,050-1,473,050-100%$514.3M———
Canada Life Assurance Co
N/A—1,342,416-1,342,416-100%$472.3M———
Capital International Investors
N/A—1,316,841-1,316,841-100%$464.4M———
Clearbridge Investments, LLC
N/A—1,293,053-1,293,053-100%$456.0M———
Arrowstreet Capital, Limited Partnership
N/A—1,245,857-1,245,857-100%$439.4M———
Schroder Investment Management Group
N/A—1,227,604-1,227,604-100%$430.7M———
CIBC Bancorp USA Inc.
N/A—1,219,667-1,219,667-100%$430.4M———
Aviva PLC
N/A—1,179,753-1,179,753-100%$416.1M———
Point72 Asset Management, L.P.
N/A—1,101,813-1,101,813-100%$388.6M———
New York State Common Retirement Fund
N/A—1,082,690-1,082,690-100%$381.8M———
TD Asset Management Inc
N/A—1,068,687-1,068,687-100%$376.9M———
Rockefeller Capital Management L.P.
N/A—1,032,263-1,032,263-100%$364.1M———
Gates Foundation Trust
N/A—1,000,000-1,000,000-100%$352.7M———
HighTower Advisors, LLC
N/A—952,398-952,398-100%$335.9M———
National Bank of Canada
N/A—940,786-940,786-100%$331.7M———
Ensign Peak Advisors, Inc
N/A—933,853-933,853-100%$329.4M———
BNP Paribas Asset Management Holding S.A.
N/A—921,941-921,941-100%$325.1M———
Viking Global Investors LP
N/A—920,595-920,595-100%$324.7M———
APG Asset Management N.V.
N/A—907,144-907,144-100%$279.8M———
Natixis Advisors, LLC
N/A—901,476-901,476-100%$317.9M———
Cerity Partners LLC
N/A—856,897-856,897-100%$287.7M———
State Board of Administration of Florida Retirement System
N/A—848,599-848,599-100%$299.3M———
Tocqueville Asset Management L.P.
N/A—846,430-846,430-100%$298.5M———
Adage Capital Partners GP, L.L.C.
N/A—837,256-837,256-100%$295.3M———
1832 Asset Management L.P.
N/A—815,408-815,408-100%$287.6M———
Royal London Asset Management LTD
N/A—810,136-810,136-100%$285.7M———
Victory Capital Management Inc
N/A—807,641-807,641-100%$284.9M———
Fayez Sarofim & Co
N/A—787,022-787,022-100%$277.6M———
Aberdeen Group plc
N/A—780,423-780,423-100%$275.2M———
Credit Agricole S A
N/A—747,812-747,812-100%$263.7M———
First Trust Advisors LP
N/A—720,780-720,780-100%$254.2M———
Russell Investments Group, Ltd.
N/A—712,143-712,143-100%$250.9M———
Mariner, LLC
N/A—699,267-699,267-100%$246.6M———
Blair William & Co
N/A—697,590-697,590-100%$246.0M———
Manufacturers Life Insurance Company, the
N/A—692,349-692,349-100%$244.2M———
Jones Financial Companies Lllp
N/A—677,273-677,273-100%$236.3M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—654,477-654,477-100%$230.7M———
Prudential Financial Inc
N/A—647,978-647,978-100%$228.5M———
Korea Investment Corp
N/A—616,378-616,378-100%$217.4M———
Scotia Capital Inc.
N/A—614,163-614,163-100%$216.6M———
Dorsal Capital Management, LP
N/A—600,000-600,000-100%$211.6M———
Cetera Investment Advisers
N/A—589,848-589,848-100%$208.0M———
Voya Investment Management LLC
N/A—577,884-577,884-100%$203.8M———
Focus Partners Wealth
N/A—574,593-574,593-100%$202.6M———
Bessemer Group Inc
N/A—564,679-564,679-100%$199.2M———
Balyasny Asset Management L.P.
N/A—560,174-560,174-100%$197.6M———
M&T Bank Corp
N/A—557,554-557,554-100%$196.6M———
Quantinno Capital Management LP
N/A—554,988-554,988-100%$195.7M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—552,271-552,271-100%$194.8M———
State of Wisconsin Investment Board
N/A—531,495-531,495-100%$187.4M———
Janney Montgomery Scott LLC
N/A—526,645-526,645-100%$185.7M———
Handelsbanken Fonder AB
N/A—522,512-522,512-100%$184.3K———
Nomura Asset Management Co LTD
N/A—519,071-519,071-100%$183.1M———
Storebrand Asset Management AS
N/A—517,729-517,729-100%$182.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—511,722-511,722-100%$180.5M———
Vanguard Investments Australia, Ltd.
N/A—509,465-509,465-100%$179.7M———
Danske Bank A/S
N/A—508,191-508,191-100%$179.2M———
Zacks Investment Management
N/A—507,250-507,250-100%$178.9M———
Lazard Asset Management LLC
N/A—503,139-503,139-100%$177.4M———
Glenmede Trust Co NA
N/A—501,264-501,264-100%$176.8M———
Jane Street Group, LLC
N/A—494,606-494,606-100%$174.4M———
Chevy Chase Trust Holdings, LLC
N/A—490,939-490,939-100%$173.1M———
NewEdge Advisors, LLC
N/A—472,273-472,273-100%$166.6M———
Thornburg Investment Management Inc
N/A—464,895-464,895-100%$164.0M———
Caisse de Depot ET Placement DU Quebec
N/A—463,944-463,944-100%$163.6M———
CIBC World Market Inc.
N/A—461,145-461,145-100%$162.6M———
Osaic Holdings, Inc.
N/A—460,034-460,034-100%$162.5M———
Woodline Partners LP
N/A—459,691-459,691-100%$162.1M———
Mitsubishi UFJ Trust & Banking Corp
N/A—440,055-440,055-100%$155.2M———
Mercer Global Advisors Inc
N/A—435,389-435,389-100%$153.6M———
Evercore Wealth Management, LLC
N/A—429,314-429,314-100%$151.4M———
Treasurer of the State of North Carolina
N/A—424,903-424,903-100%$149.9M———
Menora Mivtachim Holdings Ltd.
N/A—423,332-423,332-100%$149.3M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—420,443-420,443-100%$148.3M———
Rathbones Group PLC
N/A—419,942-419,942-100%$148.1M———
DnB Asset Management AS
N/A—419,462-419,462-100%$147.9M———
Empower Advisory Group, LLC
N/A—418,548-418,548-100%$147.6M———
American Century Companies Inc
N/A—415,038-415,038-100%$146.4M———
Teacher Retirement System of Texas
N/A—412,326-412,326-100%$145.4M———
KLP Kapitalforvaltning AS
N/A—410,882-410,882-100%$144.9M———
Prana Capital Management, LP
N/A—397,027-397,027-100%$140.0M———
Captrust Financial Advisors
N/A—380,089-380,089-100%$134.0M———
Chilton Investment Co Inc.
N/A—379,338-379,338-100%$133.8M———
Public Employees Retirement System of Ohio
N/A—379,155-379,155-100%$133.7M———
SEI Investments Co
N/A—372,748-372,748-100%$131.5M———
Capitolis Liquid Global Markets LLC
N/A—354,773-354,773-100%$125.1M———
State of Tennessee, Department of Treasury
N/A—349,891-349,891-100%$123.4M———
Loomis Sayles & Co L P
N/A—339,950-339,950-100%$119.9M———
Bank of Nova Scotia
N/A—336,631-336,631-100%$118.7M———
Northwestern Mutual Wealth Management Co
N/A—336,110-336,110-100%$118.5M———
Allianz Asset Management GmbH
N/A—330,441-330,441-100%$116.5M———
Steadfast Capital Management LP
N/A—328,500-328,500-100%$115.9M———
Public Employees Retirement Association of Colorado
N/A—327,905-327,905-100%$115.6M———
Tredje Ap-fonden
N/A—326,914-326,914-100%$115.3M———
MML Investors Services, LLC
N/A—319,726-319,726-100%$112.8M———
Toronto Dominion Bank
N/A—315,568-315,568-100%$111.3M———
Silvercrest Asset Management Group LLC
N/A—309,051-309,051-100%$109.0M———
USS Investment Management Ltd
N/A—308,143-308,143-100%$108.6M———
Brown Advisory Inc
N/A—307,373-307,373-100%$108.4M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—302,750-302,750-100%$106.8M———
Nykredit A/S
N/A—298,644-298,644-100%$105.3M———
Employees Retirement System of Texas
N/A—296,775-296,775-100%$104.7M———
Resona Asset Management Co.,Ltd.
N/A—294,469-294,469-100%$103.7M———
Commerce Bank
N/A—294,005-294,005-100%$103.7M———
Holocene Advisors, LP
N/A—292,680-292,680-100%$103.2M———
Omers Administration Corp
N/A—291,373-291,373-100%$102.8M———
Capital Counsel LLC
N/A—282,553-282,553-100%$99.7M———
&partners
N/A—277,010-277,010-100%$97.7M———
Interval Partners, LP
N/A—275,575-275,575-100%$97.2M———
Crawford Investment Counsel Inc
N/A—274,938-274,938-100%$97.0M———
MetLife Investment Management, LLC
N/A—256,895-256,895-100%$90.6M———
HM Payson & Co
N/A—256,790-256,790-100%$90.6M———
Pinnacle Financial Partners, Inc.
N/A—254,542-254,542-100%$89.8M———
Alyeska Investment Group, L.P.
N/A—251,645-251,645-100%$88.8M———
O'shaughnessy Asset Management, LLC
N/A—248,491-248,491-100%$87.6M———
ING Groep NV
N/A—247,230-247,230-100%$87.2M———
MAI Capital Management
N/A—243,286-243,286-100%$85.8M———
LGT Group Foundation
N/A—241,080-241,080-100%$85.0M———
Steward Partners Investment Advisory, LLC
N/A—239,676-239,676-100%$84.5M———
Hudson Bay Capital Management LP
N/A—237,975-237,975-100%$83.9M———
Brown Brothers Harriman & Co
N/A—232,006-232,006-100%$81.8M———
Sequoia Financial Advisors, LLC
N/A—229,708-229,708-100%$81.0M———
NewEdge Wealth, LLC
N/A—227,836-227,836-100%$80.4M———
Montanova Capital, LLC
N/A—226,053-226,053-100%$79.7M———
Fiduciary Trust Co
N/A—222,309-222,309-100%$78.4M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—221,090-221,090-100%$78.0M———
Pinebridge Investments LLC
N/A—217,682-217,682-100%$76.8M———
Susquehanna International Group, LLP
N/A—214,052-214,052-100%$75.5M———
OFI Invest Asset Management
N/A—211,920-211,920-100%$65.8M———
Bowen Hanes & Co Inc
N/A—208,569-208,569-100%$68.6M———
Allworth Financial LP
N/A—207,716-207,716-100%$73.3M———
Edmond de Rothschild Holding S.A.
N/A—201,536-201,536-100%$71.1M———
Benjamin Edwards Inc
N/A—199,705-199,705-100%$70.5M———
Zurich Insurance Group Ltd
N/A—197,011-197,011-100%$69.5M———
Commerzbank Aktiengesellschaft
N/A—196,803-196,803-100%$69.4M———
Donaldson Capital Management, LLC
N/A—192,060-192,060-100%$67.7M———
Peapack Gladstone Financial Corp
N/A—190,695-190,695-100%$67.3M———
Bradley Foster & Sargent Inc
N/A—190,015-190,015-100%$67.0M———
DJE Kapital AG
N/A—188,159-188,159-100%$65.9M———
Teewinot Capital Advisers, L.L.C.
N/A—183,513-183,513-100%$64.7M———
Clark Capital Management Group, Inc.
N/A—180,728-180,728-100%$63.7M———
Pathstone Holdings, LLC
N/A—177,597-177,597-100%$62.8M———
Huntington National Bank
N/A—175,067-175,067-100%$61.7M———
Federation des caisses Desjardins du Quebec
N/A—174,239-174,239-100%$61.4M———
Public Sector Pension Investment Board
N/A—173,418-173,418-100%$61.2M———
Varma Mutual Pension Insurance Co
N/A—173,295-173,295-100%$61.1M———
QRG Capital Management, Inc.
N/A—172,877-172,877-100%$61.0M———
Epoch Investment Partners, Inc.
N/A—167,513-167,513-100%$59.1M———
Davis R M Inc
N/A—166,746-166,746-100%$58.8M———
Bamco Inc
N/A—165,104-165,104-100%$58.2M———
Advisors Capital Management, LLC
N/A—164,134-164,134-100%$57.9M———
Guggenheim Capital LLC
N/A—161,949-161,949-100%$57.1M———
Sanctuary Advisors, LLC
N/A—160,662-160,662-100%$56.7M———
AE Wealth Management LLC
N/A—159,504-159,504-100%$56.3M———
Skandinaviska Enskilda Banken AB (publ)
N/A—157,300-157,300-100%$55.5M———
Tidal Investments LLC
N/A—155,704-155,704-100%$54.9M———
Massachusetts Financial Services Co
N/A—155,553-155,553-100%$55.2M———
Rafferty Asset Management, LLC
N/A—155,448-155,448-100%$54.8M———
Nordea Investment Management AB
N/A—155,206-155,206-100%$54.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—153,104-153,104-100%$54.0M———
Vestmark Advisory Solutions, Inc.
N/A—152,600-152,600-100%$53.8M———
Mairs & Power Inc
N/A—152,452-152,452-100%$53.8M———
Utah Retirement Systems
N/A—151,453-151,453-100%$53.4M———
FIL Ltd
N/A—151,130-151,130-100%$53.3M———
Police & Firemen's Retirement System of New Jersey
N/A—149,766-149,766-100%$52.8M———
British Columbia Investment Management Corp
N/A—149,343-149,343-100%$52.7M———
Baillie Gifford & Co
N/A—148,072-148,072-100%$52.2M———
Vanguard Personalized Indexing Management, LLC
N/A—147,471-147,471-100%$52.0M———
Erste Asset Management GmbH
N/A—146,638-146,638-100%$51.6M———
UMB Bank, n.a.
N/A—145,009-145,009-100%$51.1M———
Waverly Advisors, LLC
N/A—144,880-144,880-100%$51.1M———
Westwood Holdings Group Inc
N/A—143,955-143,955-100%$50.8M———
RWA Wealth Partners, LLC
N/A—142,504-142,504-100%$50.3M———
Beacon Pointe Advisors, LLC
N/A—139,098-139,098-100%$49.1M———
Schonfeld Strategic Advisors LLC
N/A—137,460-137,460-100%$48.5M———
Mane Global Capital Management LP
N/A—137,444-137,444-100%$48.5M———
United Capital Financial Advisors, LLC
N/A—135,291-135,291-100%$47.7M———
Nomura Asset Management International Inc.
N/A—135,256-135,256-100%$47.7M———
Lord, Abbett & Co. LLC
N/A—135,251-135,251-100%$47.7M———
Empowered Funds, LLC
N/A—133,854-133,854-100%$47.2M———
First Financial Bankshares Inc
N/A—132,744-132,744-100%$46.8M———
Nissay Asset Management Corp N
N/A—132,436-132,436-100%$46.7M———
Banque Transatlantique SA
N/A—131,121-131,121-100%$44.5M———
Teachers Retirement System of the State of Kentucky
N/A—130,103-130,103-100%$45.9M———
Ilmarinen Mutual Pension Insurance Co
N/A—130,000-130,000-100%$45.8M———
Andra Ap-fonden
N/A—126,242-126,242-100%$44.5M———
Prudential PLC
N/A—125,702-125,702-100%$44.3M———
Choate Investment Advisors
N/A—124,683-124,683-100%$44.0M———
Homestead Advisers Corp
N/A—124,599-124,599-100%$43.9M———
Shellback Capital, LP
N/A—123,900-123,900-100%$43.7M———
Macquarie Group LTD
N/A—120,237-120,237-100%$42.4M———
CI Investments Inc.
N/A—119,926-119,926-100%$42.3M———
IEQ Capital, LLC
N/A—119,127-119,127-100%$42.0M———
Wealthfront Advisers LLC
N/A—119,059-119,059-100%$42.0M———
Capital Advisors Inc
N/A—118,750-118,750-100%$41.9M———
Ossiam
N/A—118,117-118,117-100%$41.7M———
Atlantic Union Bankshares Corp
N/A—114,022-114,022-100%$40.2M———
Gotham Asset Management, LLC
N/A—110,517-110,517-100%$39.0M———
RNC Capital Management LLC
N/A—109,427-109,427-100%$38.6M———
Capital International, Inc.
N/A—109,176-109,176-100%$38.5M———
EP Wealth Advisors, LLC
N/A—108,804-108,804-100%$38.4M———
Texas Yale Capital Corp.
N/A—108,127-108,127-100%$38.1M———
Bridges Investment Management Inc
N/A—106,516-106,516-100%$37.6M———
Hemenway Trust Co LLC
N/A—106,166-106,166-100%$37.4M———
Elo Mutual Pension Insurance Co
N/A—104,756-104,756-100%$36.9M———
GW&K Investment Management, LLC
N/A—104,493-104,493-100%$36.9M———
Independent Advisor Alliance
N/A—103,377-103,377-100%$36.5M———
Haverford Trust Co
N/A—103,215-103,215-100%$36.4M———
Scopus Asset Management, L.P.
N/A—102,425-102,425-100%$36.1M———
Ancora Advisors LLCA
N/A—102,289-102,289-100%$36.1M———
Merit Financial Group, LLC
N/A—100,902-100,902-100%$35.6M———
Danica Pension, Livsforsikringsaktieselskab
N/A—100,879-100,879-100%$35.6M———
Millennium Management LLC
N/A—98,688-98,688-100%$34.8M———
Stock Yards Bank & Trust Co
N/A—98,409-98,409-100%$34.7M———
Voleon Capital Management LP
N/A—98,332-98,332-100%$34.7M———
Advisors Asset Management, Inc.
N/A—97,906-97,906-100%$34.5M———
Johnson Investment Counsel Inc
N/A—97,381-97,381-100%$34.3M———
Blue Sparrow, LLC
N/A—97,000-97,000-100%$34.2M———
ExodusPoint Capital Management, LP
N/A—96,664-96,664-100%$34.1M———
Cinctive Capital Management LP
N/A—96,438-96,438-100%$34.0M———
Integrated Wealth Concepts LLC
N/A—96,379-96,379-100%$34.0M———
Saturna Capital Corp
N/A—93,811-93,811-100%$33.1M———
Private Advisor Group, LLC
N/A—93,049-93,049-100%$32.8M———
Argent Trust Co
N/A—89,985-89,985-100%$31.7M———
Madison Asset Management, LLC
N/A—89,709-89,709-100%$31.6M———
Blue Chip Partners, LLC
N/A—88,841-88,841-100%$31.3M———
Cannell & Spears LLC
N/A—88,424-88,424-100%$31.2M———
Becker Capital Management Inc
N/A—87,215-87,215-100%$30.8M———
Vident Advisory, LLC
N/A—86,670-86,670-100%$30.6M———
Aptus Capital Advisors, LLC
N/A—85,091-85,091-100%$30.0M———
Summitry LLC
N/A—83,036-83,036-100%$29.3M———
Marshall Wace, LLP
N/A—82,960-82,960-100%$29.3M———
Stratos Wealth Partners, Ltd.
N/A—82,588-82,588-100%$29.1M———
Heritage Wealth Advisors
N/A—81,949-81,949-100%$28.9M———
Cornerstone Capital, Inc.
N/A—81,328-81,328-100%$28.7M———
Aristotle Atlantic Partners, LLC
N/A—80,908-80,908-100%$28.5M———
Martingale Asset Management L P
N/A—80,881-80,881-100%$28.5M———
Mediolanum International Funds Ltd
N/A—79,852-79,852-100%$28.0M———
Ceredex Value Advisors LLC
N/A—78,862-78,862-100%$27.8M———
Bridgeway Capital Management, LLC
N/A—78,138-78,138-100%$27.6M———
Mizuho Securities USA LLC
N/A—77,978-77,978-100%$27.5M———
Trillium Asset Management, LLC
N/A—77,614-77,614-100%$27.4M———
Nomura Holdings Inc
N/A—77,227-77,227-100%$27.2M———
LBP AM SA
N/A—77,029-77,029-100%$27.2M———
LGT Capital Partners Ltd.
N/A—76,604-76,604-100%$27.0M———
Banco Santander, S.A.
N/A—75,444-75,444-100%$26.6M———
Systematic Alpha Investments, LLC
N/A—75,320-75,320-100%$26.6M———
Ingalls & Snyder LLC
N/A—74,904-74,904-100%$26.4M———
Whittier Trust Co
N/A—74,716-74,716-100%$26.2M———
Pacer Advisors, Inc.
N/A—74,493-74,493-100%$26.3M———
Allstate Corp
N/A—73,799-73,799-100%$26.0M———
Benchstone Capital Management LP
N/A—71,202-71,202-100%$25.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—71,169-71,169-100%$25.1M———
World Investment Advisors
N/A—70,912-70,912-100%$23.4M———
Investment Management Corp of Ontario
N/A—70,010-70,010-100%$24.7M———
Klingenstein Fields & Co LP
N/A—69,876-69,876-100%$24.6M———
Stephens Inc
N/A—69,873-69,873-100%$24.7M———
Saudi Central Bank
N/A—69,721-69,721-100%$24.6M———
CCM Investment Advisers LLC
N/A—69,252-69,252-100%$24.4M———
Sienna Gestion
N/A—69,193-69,193-100%$24.5M———
Laird Norton Wetherby Trust Company, LLC
N/A—68,450-68,450-100%$24.1M———
Norinchukin Bank, The
N/A—68,420-68,420-100%$24.1M———
Cary Street Partners Financial LLC
N/A—67,765-67,765-100%$23.9M———
Kingsview Wealth Management, LLC
N/A—67,560-67,560-100%$23.8M———
Horizon Investments, LLC
N/A—66,845-66,845-100%$23.6M———
Advisory Services Network, LLC
N/A—64,783-64,783-100%$22.8M———
Stonebridge Capital Advisors LLC
N/A—64,211-64,211-100%$22.6M———
Dearborn Partners LLC
N/A—63,599-63,599-100%$22.4M———
Picton Mahoney Asset Management
N/A—62,944-62,944-100%$22.2M———
Kentucky Retirement Systems
N/A—62,857-62,857-100%$22.2M———
Orion Porfolio Solutions, LLC
N/A—62,616-62,616-100%$22.1M———
Flputnam Investment Management Co
N/A—62,423-62,423-100%$22.0M———
Arax Advisory Partners
N/A—62,212-62,212-100%$21.9M———
SIT Investment Associates Inc
N/A—61,801-61,801-100%$21.8M———
Jain Global LLC
N/A—60,826-60,826-100%$21.5M———
Equitable Holdings, Inc.
N/A—60,363-60,363-100%$21.3M———
Guardian Capital LP
N/A—60,269-60,269-100%$21.3M———
F/m Investments LLC
N/A—59,885-59,885-100%$21.1M———
Mufg Securities Emea plc
N/A—58,983-58,983-100%$20.8M———
NFJ Investment Group, LLC
N/A—58,504-58,504-100%$20.6M———
Marco Investment Management LLC
N/A—57,980-57,980-100%$20.4M———
Federated Hermes, Inc.
N/A—57,795-57,795-100%$20.4M———
Cornerstone Advisors, LLC
N/A—57,750-57,750-100%$20.4M———
Van Eck Associates Corp
N/A—57,732-57,732-100%$20.4M———
SouthState Bank Corp
N/A—57,039-57,039-100%$20.1M———
Venturi Wealth Management, LLC
N/A—56,256-56,256-100%$19.8M———
Arkadios Wealth Advisors
N/A—55,880-55,880-100%$19.7M———
VAN Lanschot Kempen Investment Management N.V.
N/A—54,554-54,554-100%$19.2M———
Composition Wealth, LLC
N/A—54,050-54,050-100%$19.1M———
Bragg Financial Advisors, Inc
N/A—53,555-53,555-100%$18.9M———
Verition Fund Management LLC
N/A—53,178-53,178-100%$18.8M———
Alley Investment Management Company, LLC
N/A—52,994-52,994-100%$18.7M———
First Manhattan Co. Llc.
N/A—52,801-52,801-100%$18.6M———
First Eagle Investment Management, LLC
N/A—52,776-52,776-100%$18.6M———
Hancock Whitney Corp
N/A—51,369-51,369-100%$18.1M———
Colonial Trust Advisors
N/A—50,908-50,908-100%$18.0M———
Lombard Odier Asset Management (Switzerland) SA
N/A—50,201-50,201-100%$17.7M———
Stillwater Capital Advisors, LLC
N/A—49,850-49,850-100%$17.6M———
Edgar Lomax Co
N/A—49,735-49,735-100%$17.5M———
Manning & Napier Advisors LLC
N/A—49,606-49,606-100%$17.5M———
Bleakley Financial Group, LLC
N/A—49,348-49,348-100%$17.4M———
Envestnet Portfolio Solutions, Inc.
N/A—49,096-49,096-100%$17.3M———
Nicola Wealth Management Ltd.
N/A—49,000-49,000-100%$17.3M———
One Capital Management, LLC
N/A—48,680-48,680-100%$16.0M———
Segall Bryant & Hamill, LLC
N/A—48,613-48,613-100%$17.1M———
Miramar Capital, LLC
N/A—48,486-48,486-100%$17.1M———
LGT Fund Management Co Ltd.
N/A—47,992-47,992-100%$16.9M———
Logan Capital Management Inc
N/A—47,579-47,579-100%$16.8M———
Shelton Capital Management
N/A—47,502-47,502-100%$16.8M———
Squarepoint Ops LLC
N/A—47,419-47,419-100%$16.7M———
Man Group plc
N/A—46,660-46,660-100%$16.5M———
Cresset Asset Management, LLC
N/A—46,173-46,173-100%$16.3M———
Dorsey & Whitney Trust Co LLC
N/A—45,946-45,946-100%$16.2M———
Mizuho Markets Americas LLC
N/A—45,600-45,600-100%$16.1M———
Freestone Capital Holdings, LLC
N/A—45,437-45,437-100%$16.0M———
EagleClaw Capital Managment, LLC
N/A—44,769-44,769-100%$15.8M———
Resources Management Corp
N/A—44,613-44,613-100%$15.7M———
Laffer Tengler Investments, Inc.
N/A—44,499-44,499-100%$15.7M———
Leavell Investment Management, Inc.
N/A—43,924-43,924-100%$15.5M———
Meiji Yasuda Asset Management Co Ltd.
N/A—43,761-43,761-100%$15.4M———
Coldstream Capital Management Inc
N/A—43,642-43,642-100%$15.4M———
London Co of Virginia
N/A—43,545-43,545-100%$15.4M———
Global Retirement Partners, LLC
N/A—43,435-43,435-100%$15.3M———
Fred Alger Management, LLC
N/A—43,239-43,239-100%$15.2M———
Spinnaker Trust
N/A—43,155-43,155-100%$15.2M———
RiverFront Investment Group, LLC
N/A—42,404-42,404-100%$15.0M———
Eventide Asset Management, LLC
N/A—42,396-42,396-100%$14.9M———
Azimuth Capital Investment Management LLC
N/A—42,380-42,380-100%$14.9M———
BNP Paribas
N/A—42,182-42,182-100%$14.8M———
Daiichi Life Insurance Co., Ltd.
N/A—42,080-42,080-100%$14.8M———
EFG International AG
N/A—42,071-42,071-100%$14.8M———
Hantz Financial Services, Inc.
N/A—42,006-42,006-100%$14.8M———
Allianz SE
N/A—41,926-41,926-100%$14.8M———
First Long Island Investors, LLC
N/A—41,359-41,359-100%$14.6M———
Metis Global Partners, LLC
N/A—40,588-40,588-100%$14.3M———
Vinva Investment Management Ltd
N/A—40,310-40,310-100%$14.1M———
Moors & Cabot, Inc.
N/A—39,637-39,637-100%$14.0M———
Iron Gate Global Advisors LLC
N/A—39,285-39,285-100%$13.9M———
Great Valley Advisor Group, Inc.
N/A—39,088-39,088-100%$13.8M———
Whittier Trust Co of Nevada Inc
N/A—38,909-38,909-100%$13.4M———
Wealthspire Advisors, LLC
N/A—38,855-38,855-100%$13.7M———
Wesleyan Assurance Society
N/A—38,600-38,600-100%$13.6M———
Canada Post Corp Registered Pension Plan
N/A—38,443-38,443-100%$13.6M———
Peak6 LLC
N/A—38,260-38,260-100%$13.5M———
Avalon Global Asset Management LLC
N/A—38,200-38,200-100%$13.5M———
J. Goldman & Co LP
N/A—38,073-38,073-100%$13.4M———
SlateStone Wealth, LLC
N/A—37,908-37,908-100%$13.4M———
Bcwm, LLC
N/A—37,309-37,309-100%$13.2M———
Longaeva Partners L.P.
N/A—37,235-37,235-100%$13.1M———
Sound View Wealth Advisors Group, LLC
N/A—37,073-37,073-100%$13.1M———
Broderick Brian C
N/A—36,949-36,949-100%$13.0M———
Empirical Finance, LLC
N/A—36,530-36,530-100%$12.9M———
Bluespring Wealth Management, LLC
N/A—36,384-36,384-100%$12.8M———
Caprock Group, LLC
N/A—36,365-36,365-100%$12.8M———
Curi Capital, LLC
N/A—36,287-36,287-100%$12.8M———
Summit Financial, LLC
N/A—36,251-36,251-100%$12.8M———
Level Four Advisory Services, LLC
N/A—36,170-36,170-100%$12.8M———
Harbour Investments, Inc.
N/A—36,132-36,132-100%$12.7M———
Lathrop Investment Management Co
N/A—36,073-36,073-100%$12.7M———
Snowden Capital Advisors LLC
N/A—35,953-35,953-100%$12.7M———
Rothschild Investment LLC
N/A—35,713-35,713-100%$12.6M———
Gamco Investors, Inc. ET AL
N/A—35,594-35,594-100%$12.6M———
Summit Trail Advisors, LLC
N/A—35,498-35,498-100%$12.5M———
Nicolet Bankshares Inc
N/A—35,145-35,145-100%$12.3M———
Focus Partners Advisor Solutions, LLC
N/A—35,062-35,062-100%$12.4M———
Hodges Capital Management Inc.
N/A—35,049-35,049-100%$12.4M———
Heritage Trust Co
N/A—34,935-34,935-100%$12.3M———
Geneos Wealth Management Inc.
N/A—34,656-34,656-100%$12.2M———
Borer Denton & Associates, Inc.
N/A—34,510-34,510-100%$12.2M———
Principal Securities, Inc.
N/A—34,455-34,455-100%$12.2M———
Fiduciary Group, LLC
N/A—34,450-34,450-100%$12.1M———
Annandale Capital, LLC
N/A—34,424-34,424-100%$12.1M———
KKM Financial LLC
N/A—33,798-33,798-100%$11.6M———
Pettyjohn, Wood & White, Inc
N/A—33,732-33,732-100%$11.9M———
Novare Capital Management LLC
N/A—33,146-33,146-100%$11.7M———
Red Door Wealth Management, LLC
N/A—32,961-32,961-100%$11.6M———
BFC Planning, Inc.
N/A—32,569-32,569-100%$11.5M———
OneDigital Investment Advisors LLC
N/A—32,539-32,539-100%$11.5M———
Bartlett & Co. Wealth Management LLC
N/A—32,316-32,316-100%$11.4M———
Alberta Investment Management Corp
N/A—32,100-32,100-100%$11.3M———
Northwestern Mutual Investment Management Company, LLC
N/A—31,935-31,935-100%$11.3M———
Graham Capital Management, L.P.
N/A—31,921-31,921-100%$11.3M———
TriCert Investment Counsel Inc.
N/A—31,906-31,906-100%$11.3M———
Osmosis Investment Management UK Ltd
N/A—31,887-31,887-100%$11.2M———
Pine Valley Investments Ltd Liability Co
N/A—31,465-31,465-100%$11.1M———
Carson Advisory Inc.
N/A—31,235-31,235-100%$11.0M———
SVB Wealth LLC
N/A—31,207-31,207-100%$11.0M———
Osprey Private Wealth LLC
N/A—31,165-31,165-100%$11.0M———
Managed Asset Portfolios, LLC
N/A—31,028-31,028-100%$10.9M———
Opal Capital LLC
N/A—30,950-30,950-100%$10.9M———
M. Kulyk & Associates, LLC
N/A—30,769-30,769-100%$10.9M———
Banque Cantonale Vaudoise
N/A—30,522-30,522-100%$10.8M———
Emerald Investment Advisers, LLC
N/A—30,465-30,465-100%$10.7M———
Mufg Securities Americas Inc.
N/A—29,999-29,999-100%$10.6M———
Texas Capital Bank Wealth Management Services Inc
N/A—29,932-29,932-100%$10.6M———
Palmer Knight Co
N/A—29,562-29,562-100%$10.4M———
Long Pond Capital, LP
N/A—29,500-29,500-100%$10.4M———
IHT Wealth Management, LLC
N/A—29,410-29,410-100%$10.4M———
Hilton Capital Management, LLC
N/A—29,180-29,180-100%$10.3M———
Rowlandmiller & Partners.adv
N/A—29,006-29,006-100%$10.2M———
Hills Bank & Trust Co
N/A—28,832-28,832-100%$10.2M———
Mutual Advisors, LLC
N/A—28,784-28,784-100%$10.2M———
Beacon Harbor Wealth Advisors, Inc.
N/A—28,735-28,735-100%$9.5M———
Ravenstone Capital Management Inc.
N/A—28,705-28,705-100%$10.1M———
Kidder Stephen W
N/A—28,217-28,217-100%$10.0M———
South Dakota Investment Council
N/A—28,142-28,142-100%$9.9M———
Adalta Capital Management LLC
N/A—27,828-27,828-100%$9.8M———
Arvest Bank Trust Division
N/A—27,776-27,776-100%$9.8M———
Fiera Capital Corp
N/A—27,594-27,594-100%$9.7M———
MainStreet Investment Advisors LLC
N/A—27,446-27,446-100%$9.7M———
Douglass Winthrop Advisors, LLC
N/A—27,280-27,280-100%$9.6M———
Cape COD Five Cents Savings Bank
N/A—26,703-26,703-100%$9.4M———
Lowe Brockenbrough & Co Inc
N/A—26,482-26,482-100%$9.3M———
Somerville Kurt F
N/A—26,470-26,470-100%$9.3M———
LRI Investments, LLC
N/A—26,449-26,449-100%$2.2M———
Securian Asset Management, Inc
N/A—26,422-26,422-100%$9.0M———
Carmignac Gestion
N/A—26,374-26,374-100%$9.3M———
MidFirst Bank
N/A—26,281-26,281-100%$9.3M———
Siemens Fonds Invest GmbH
N/A—26,163-26,163-100%$9.2M———
Granite Bay Wealth Management, LLC
N/A—26,136-26,136-100%$9.2M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—26,085-26,085-100%$9.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—25,940-25,940-100%$9.1M———
Savvy Advisors, Inc.
N/A—25,858-25,858-100%$9.1M———
SummitTX Capital, L.P.
N/A—25,734-25,734-100%$9.1M———
Boyar Asset Management Inc.
N/A—25,558-25,558-100%$9.0M———
WCG Wealth Advisors LLC
N/A—25,396-25,396-100%$9.0M———
Simmons Bank
N/A—25,317-25,317-100%$8.9M———
American Money Management, LLC
N/A—24,866-24,866-100%$8.8M———
Oversea-Chinese Banking Corp Ltd
N/A—24,834-24,834-100%$8.8M———
Puzo Michael J
N/A—24,726-24,726-100%$8.7M———
Providence Capital Advisors, LLC
N/A—24,638-24,638-100%$8.7M———
Bogart Wealth, LLC
N/A—24,619-24,619-100%$8.7M———
Callan Family Office, LLC
N/A—24,564-24,564-100%$8.7M———
Intech Investment Management LLC
N/A—24,467-24,467-100%$8.6M———
Northstar Asset Management Inc
N/A—24,461-24,461-100%$8.6M———
Meeder Advisory Services, Inc.
N/A—24,423-24,423-100%$8.6M———
Farmers National Bank
N/A—24,396-24,396-100%$8.6M———
CFO4Life Group, LLC
N/A—24,383-24,383-100%$8.6M———
Alerus Financial NA
N/A—24,373-24,373-100%$8.6M———
Transcend Capital Advisors, LLC
N/A—24,142-24,142-100%$8.5M———
Colonial Trust Co / SC
N/A—24,131-24,131-100%$8.5M———
Capital International Sarl
N/A—24,025-24,025-100%$8.5M———
Barbara Oil Co.
N/A—24,000-24,000-100%$8.5M———
Kovack Advisors, Inc.
N/A—23,997-23,997-100%$8.5M———
First National Bank of Omaha
N/A—23,950-23,950-100%$8.4M———
BTC Capital Management, Inc.
N/A—23,559-23,559-100%$8.3M———
Foundations Investment Advisors, LLC
N/A—23,493-23,493-100%$8.3M———
Groupe la Francaise
N/A—23,438-23,438-100%$8.2M———
Delaney Dennis R
N/A—23,417-23,417-100%$8.3M———
Palisade Capital Management, LP
N/A—23,359-23,359-100%$8.2M———
Dakota Wealth Management
N/A—23,204-23,204-100%$8.2M———
Diversified Trust Co
N/A—23,160-23,160-100%$8.2M———
CreativeOne Wealth, LLC
N/A—23,018-23,018-100%$8.1M———
Western Wealth Management, LLC
N/A—22,977-22,977-100%$8.1M———
Covington Investment Advisors Inc.
N/A—22,943-22,943-100%$8.1M———
Auxier Asset Management LLC
N/A—22,850-22,850-100%$8.1M———
Ballentine Partners, LLC
N/A—22,775-22,775-100%$8.0M———
Caisse DES Depots ET Consignations
N/A—22,753-22,753-100%$8.0M———
Monetary Management Group Inc
N/A—22,745-22,745-100%$8.0M———
Socorro Asset Management LP
N/A—22,660-22,660-100%$8.0M———
PFG Investments, LLC
N/A—22,524-22,524-100%$7.9M———
Compass Capital Management, Inc
N/A—22,484-22,484-100%$7.9M———
Dodge & COX
N/A—22,382-22,382-100%$7.9M———
Thoroughbred Financial Services, LLC
N/A—22,346-22,346-100%$7.9M———
Modern Wealth Management, LLC
N/A—22,187-22,187-100%$7.8M———
Keel Point, LLC
N/A—21,827-21,827-100%$7.7M———
Boston Family Office LLC
N/A—21,448-21,448-100%$7.6M———
Vestcor Inc
N/A—21,443-21,443-100%$7.6M———
S&CO Inc
N/A—20,887-20,887-100%$7.4M———
Riverview Capital Advisers, LLC
N/A—20,850-20,850-100%$7.4M———
Canal Capital Management, LLC
N/A—20,844-20,844-100%$7.4M———
Moneta Group Investment Advisors LLC
N/A—20,744-20,744-100%$7.3M———
Ameritas Investment Partners, Inc.
N/A—20,572-20,572-100%$7.3M———
Conscious Wealth Investments, LLC
N/A—20,395-20,395-100%$6.8M———
Anchor Investment Management, LLC
N/A—20,339-20,339-100%$7.2M———
1ST Source Bank
N/A—20,297-20,297-100%$7.2M———
Affinity Wealth Management LLC
N/A—20,254-20,254-100%$7.1M———
First National Bank & Trust Co of Newtown
N/A—20,167-20,167-100%$6.7M———
IFG Advisory, LLC
N/A—20,113-20,113-100%$7.1M———
Whalerock Point Partners, LLC
N/A—20,038-20,038-100%$7.1M———
Roundview Capital LLC
N/A—19,812-19,812-100%$7.0M———
Natixis
N/A—19,774-19,774-100%$7.0M———
Tower Bridge Advisors
N/A—19,705-19,705-100%$6.9M———
Tulsa Wealth Advisors, Inc
N/A—19,412-19,412-100%$6.8M———
AR Asset Management Inc
N/A—19,250-19,250-100%$6.8M———
Natural Investments, LLC
N/A—19,131-19,131-100%$6.7M———
Prosperity Consulting Group, LLC
N/A—19,110-19,110-100%$6.7M———
SIG Brokerage, LP
N/A—19,043-19,043-100%$6.7M———
SageView Advisory Group, LLC
N/A—18,726-18,726-100%$6.6M———
Cambient Family Office, LLC
N/A—18,390-18,390-100%$6.5M———
Fidelis Capital Partners, LLC
N/A—18,337-18,337-100%$6.5M———
Mission Creek Capital Partners, Inc.
N/A—18,273-18,273-100%$1.5M———
Meridian Wealth Advisors, LLC
N/A—18,244-18,244-100%$6.4M———
Coastal Bridge Advisors, LLC
N/A—18,046-18,046-100%$6.4M———
ABN Amro Bank N.V.
N/A—18,030-18,030-100%$6.4M———
Infusive Asset Management Inc.
N/A—18,029-18,029-100%$6.4M———
Worldquant Millennium Advisors LLC
N/A—17,902-17,902-100%$6.3M———
Trustmark Bank Trust Department
N/A—17,847-17,847-100%$6.3M———
Field & Main Bank
N/A—17,823-17,823-100%$6.3M———
Zevin Asset Management LLC
N/A—17,811-17,811-100%$6.3M———
Calydon Capital
N/A—17,778-17,778-100%$6.3M———
BLI - Banque de Luxembourg Investments
N/A—17,734-17,734-100%$6.2M———
Guardian Wealth Advisors, LLC / NC
N/A—17,390-17,390-100%$6.1M———
ST Germain D J Co Inc
N/A—17,350-17,350-100%$6.1M———
Ameritas Advisory Services, LLC
N/A—17,316-17,316-100%$6.1M———
Phoenix Financial Ltd.
N/A—17,302-17,302-100%$6.1M———
Tyche Wealth Partners LLC
N/A—17,234-17,234-100%$6.1M———
Beck Mack & Oliver LLC
N/A—17,232-17,232-100%$6.1M———
Arete Wealth Advisors, LLC
N/A—17,182-17,182-100%$6.1M———
SGL Investment Advisors, Inc.
N/A—17,115-17,115-100%$6.0M———
Money Concepts Capital Corp
N/A—17,088-17,088-100%$6.0M———
TCW Group Inc
N/A—16,961-16,961-100%$6.0M———
Financial Engines Advisors L.L.C.
N/A—16,929-16,929-100%$6.0M———
SOA Wealth Advisors, Llc.
N/A—16,880-16,880-100%$1.1M———
Liberty One Investment Management, LLC
N/A—16,855-16,855-100%$5.9M———
PYA Waltman Capital, LLC
N/A—16,810-16,810-100%$5.9M———
Empire Life Investments Inc.
N/A—16,784-16,784-100%$5.9M———
Lester Murray Antman dba SimplyRich
N/A—16,711-16,711-100%$5.9M———
Mizuho Markets Cayman LP
N/A—16,688-16,688-100%$5.9M———
Atom Investors LP
N/A—16,683-16,683-100%$5.9M———
Belpointe Asset Management LLC
N/A—16,479-16,479-100%$5.8M———
Citizens Business Bank
N/A—16,467-16,467-100%$5.8M———
Pure Financial Advisors, LLC
N/A—16,447-16,447-100%$5.8M———
Gladstone Institutional Advisory LLC
N/A—16,402-16,402-100%$5.8M———
Webster Bank, N. A.
N/A—16,240-16,240-100%$5.7M———
Icon Wealth Advisors, LLC
N/A—16,182-16,182-100%$5.7M———
AlTi Global, Inc.
N/A—16,150-16,150-100%$5.7M———
Motco
N/A—16,091-16,091-100%$5.7M———
PFC Capital Group, Inc.
N/A—16,038-16,038-100%$5.7M———
Smartleaf Asset Management LLC
N/A—16,012-16,012-100%$5.6M———
Stokes Family Office, LLC
N/A—15,985-15,985-100%$5.6M———
Blue Edge Capital, LLC
N/A—15,949-15,949-100%$5.6M———
Mitchell Mcleod Pugh & Williams Inc
N/A—15,947-15,947-100%$5.6M———
Estabrook Capital Management
N/A—15,885-15,885-100%$5.6M———
Cozad Asset Management Inc
N/A—15,883-15,883-100%$5.6M———
Alpine Woods Capital Investors, LLC
N/A—15,837-15,837-100%$5.6M———
LMR Partners LLP
N/A—15,799-15,799-100%$5.6M———
Regency Capital Management Inc.\DE
N/A—15,766-15,766-100%$5.6M———
Elefante Mark B
N/A—15,648-15,648-100%$5.5M———
FAS Wealth Partners, Inc.
N/A—15,566-15,566-100%$5.5M———
Ironwood Investment Counsel, LLC
N/A—15,530-15,530-100%$5.5M———
St. Nicholas Private Asset Management, Inc
N/A—15,377-15,377-100%$5.4M———
Pring Turner Capital Group Inc
N/A—15,286-15,286-100%$5.3M———
HighPoint Advisor Group LLC
N/A—15,169-15,169-100%$5.3M———
HBK Sorce Advisory LLC
N/A—15,056-15,056-100%$5.3M———
B & T Capital Management DBA Alpha Capital Management
N/A—15,033-15,033-100%$5.3M———
Tiaa Wealth Investment Management LLC
N/A—14,952-14,952-100%$5.3M———
Magellan Asset Management Ltd
N/A—14,775-14,775-100%$5.2M———
Holderness Investments Co
N/A—14,762-14,762-100%$5.2M———
RFP Financial Group LLC
N/A—14,670-14,670-100%$5.2M———
Kelly Lawrence W & Associates Inc
N/A—14,655-14,655-100%$5.2M———
Empire Financial Management Company, LLC
N/A—14,632-14,632-100%$5.2M———
Kensington Investment Counsel, LLC
N/A—14,462-14,462-100%$5.1M———
Ostrum Asset Management
N/A—14,403-14,403-100%$5.1M———
Capital Analysts, LLC
N/A—14,386-14,386-100%$5.1M———
New England Asset Management Inc
N/A—14,194-14,194-100%$5.0M———
Rosenblum Silverman Sutton S F Inc
N/A—14,039-14,039-100%$5.0M———
Dempze Nancy E
N/A—14,006-14,006-100%$4.9M———
Stansberry Asset Management, LLC
N/A—13,927-13,927-100%$4.9M———
Groupama Asset Managment
N/A—13,851-13,851-100%$4.9M———
Private Wealth Asset Management, LLC
N/A—13,839-13,839-100%$4.9M———
McGinn Penninger Investment Management, Inc.
N/A—13,765-13,765-100%$4.9M———
Kavar Capital Partners Group, LLC
N/A—13,762-13,762-100%$4.9M———
Two Sigma Investments, LP
N/A—13,648-13,648-100%$4.8M———
Great Lakes Advisors, LLC
N/A—13,578-13,578-100%$4.8M———
Johnson Financial Group, Inc.
N/A—13,578-13,578-100%$4.8M———
McDonough Capital Management, Inc
N/A—13,548-13,548-100%$4.8M———
Essex Financial Services, Inc.
N/A—13,534-13,534-100%$4.8M———
Rehmann Capital Advisory Group
N/A—13,487-13,487-100%$4.8M———
Sandhill Capital Partners LLC
N/A—13,449-13,449-100%$4.7M———
Wealth Advisors of Tampa Bay, LLC
N/A—13,439-13,439-100%$4.7M———
Dean Investment Associates, LLC
N/A—13,314-13,314-100%$4.7M———
Jupiter Wealth Management LLC
N/A—13,197-13,197-100%$4.7M———
Insigneo Advisory Services, LLC
N/A—13,124-13,124-100%$4.6M———
44 Wealth Management LLC
N/A—13,072-13,072-100%$4.6M———
Jaffetilchin Investment Partners, LLC
N/A—13,021-13,021-100%$4.6M———
Ausdal Financial Partners, Inc.
N/A—12,954-12,954-100%$4.6M———
Mokan Wealth Management Inc.
N/A—12,892-12,892-100%$4.5M———
Bank of Nova Scotia Trust Co
N/A—12,819-12,819-100%$4.5M———
Proficio Capital Partners LLC
N/A—12,798-12,798-100%$4.5M———
Tower Research Capital LLC (TRC)
N/A—12,713-12,713-100%$4.5M———
Stamos Capital Partners, L.P.
N/A—12,597-12,597-100%$4.4M———
Berger Financial Group, Inc
N/A—12,570-12,570-100%$4.4M———
Windward Capital Management Co
N/A—12,535-12,535-100%$4.4M———
First Foundation Advisors
N/A—12,526-12,526-100%$4.4M———
Morton Community Bank
N/A—12,398-12,398-100%$4.4M———
First Dallas Securities Inc.
N/A—12,340-12,340-100%$4.4M———
Modus Advisors, LLC
N/A—12,328-12,328-100%$4.3M———
Baldwin Investment Management, LLC
N/A—12,291-12,291-100%$4.3M———
Onex Canada Asset Management Inc.
N/A—12,164-12,164-100%$4.3M———
Impax Asset Management Group plc
N/A—12,090-12,090-100%$4.3M———
LOM Asset Management Ltd
N/A—12,085-12,085-100%$4.3M———
Mirabaud Asset Management Ltd
N/A—12,083-12,083-100%$4.2M———
Legato Capital Management LLC
N/A—11,910-11,910-100%$4.2M———
Marble Wealth, LLC
N/A—11,884-11,884-100%$4.2M———
Greenline Partners, LLC
N/A—11,826-11,826-100%$4.2M———
Capstone Investment Advisors, LLC
N/A—11,784-11,784-100%$4.2M———
Meiji Yasuda Life Insurance Co
N/A—11,740-11,740-100%$4.1M———
Schnieders Capital Management, Llc.
N/A—11,709-11,709-100%$4.1M———
Valmark Advisers, Inc.
N/A—11,708-11,708-100%$4.1M———
Dana Investment Advisors, Inc.
N/A—11,636-11,636-100%$4.1M———
Castleark Management LLC
N/A—11,590-11,590-100%$4.1M———
Aristides Capital LLC
N/A—11,580-11,580-100%$4.1M———
Trivium Point Advisory, LLC
N/A—11,479-11,479-100%$4.0M———
New Age Alpha Advisors, LLC
N/A—11,475-11,475-100%$4.0M———
Aspen Grove Capital, LLC
N/A—11,446-11,446-100%$4.0M———
Panagora Asset Management Inc
N/A—11,402-11,402-100%$4.0M———
Weik Capital Management
N/A—11,334-11,334-100%$4.0M———
Empirical Asset Management, LLC
N/A—11,293-11,293-100%$4.0M———
Ceeto Capital Group, LLC
N/A—11,225-11,225-100%$4.0M———
Main Street Financial Solutions, LLC
N/A—11,210-11,210-100%$4.0M———
Gabelli Funds LLC
N/A—11,200-11,200-100%$4.0M———
E Fund Management Co., Ltd.
N/A—11,101-11,101-100%$3.9M———
Amica Mutual Insurance Co
N/A—11,092-11,092-100%$3.9M———
Proactive Wealth Strategies LLC
N/A—11,071-11,071-100%$3.9M———
Frec Markets, Inc.
N/A—11,068-11,068-100%$3.9M———
Morse Asset Management, Inc
N/A—11,045-11,045-100%$3.9M———
Sumitomo Mitsui Financial Group, Inc.
N/A—11,011-11,011-100%$3.9M———
Ally Financial Inc.
N/A—11,000-11,000-100%$3.9M———
NorthRock Partners, LLC
N/A—10,966-10,966-100%$3.9M———
Naviter Wealth, LLC
N/A—10,954-10,954-100%$3.9M———
Pinnacle Holdings, LLC
N/A—10,943-10,943-100%$3.9M———
Sargent Investment Group, LLC
N/A—10,899-10,899-100%$3.8M———
Condor Capital Management
N/A—10,818-10,818-100%$3.8M———
Brooks, Moore & Associates, Inc.
N/A—10,711-10,711-100%$3.8M———
Carl P. Sherr & Co., LLC
N/A—10,696-10,696-100%$3.8M———
Hardy Reed LLC
N/A—10,654-10,654-100%$3.8M———
Advyzon Investment Management, LLC
N/A—10,566-10,566-100%$3.7M———
Hilltop Holdings Inc.
N/A—10,547-10,547-100%$3.7M———
Smithfield Trust Co
N/A—10,546-10,546-100%$3.7M———
First National Advisers, LLC
N/A—10,521-10,521-100%$3.7M———
Mosaic Family Wealth Partners, LLC
N/A—10,429-10,429-100%$3.7M———
Hamel Associates, Inc.
N/A—10,403-10,403-100%$3.7M———
Notis-McConarty Edward
N/A—10,364-10,364-100%$3.7M———
Miller Capital Partners, Inc.
N/A—10,331-10,331-100%$3.6M———
Legacy Trust
N/A—10,321-10,321-100%$3.6M———
D L Carlson Investment Group Inc
N/A—10,287-10,287-100%$3.6M———
Buckley Wealth Management, LLC
N/A—10,270-10,270-100%$3.6M———
King Wealth Management Group
N/A—10,248-10,248-100%$3.6M———
Sumitomo Life Insurance Co
N/A—10,224-10,224-100%$3.6M———
Parallax Volatility Advisers, L.P.
N/A—10,175-10,175-100%$3.6M———
MWA Asset Management
N/A—10,173-10,173-100%$3.6M———
Townsquare Capital LLC
N/A—10,050-10,050-100%$3.5M———
Sompo Asset Management Co., Ltd.
N/A—10,047-10,047-100%$3.5M———
Platinum Investment Management LTD
N/A—10,000-10,000-100%$3.5M———
Magnolia Capital Advisors LLC
N/A—9,948-9,948-100%$3.5M———
WealthShield Partners, LLC
N/A—9,843-9,843-100%$3.5M———
Channel Wealth LLC
N/A—9,838-9,838-100%$3.5M———
Delta Asset Management LLC
N/A—9,813-9,813-100%$3.5M———
Orleans Capital Management Corp
N/A—9,780-9,780-100%$3.4M———
Boston Partners
N/A—9,778-9,778-100%$3.4M———
Xcelsior Advisor Partners LLC
N/A—9,731-9,731-100%$3.4M———
Knollwood Investment Advisory, LLC
N/A—9,628-9,628-100%$3.4M———
U S Wealth Group, Llc.
N/A—9,576-9,576-100%$3.4M———
Syon Capital LLC
N/A—9,560-9,560-100%$3.4M———
Woodbridge Co LTD
N/A—9,509-9,509-100%$3.4M———
S-Bank Fund Management Ltd
N/A—9,437-9,437-100%$3.3M———
Harber Asset Management LLC
N/A—9,420-9,420-100%$3.3M———
JBF Capital, Inc.
N/A—9,365-9,365-100%$3.3M———
Intrust Bank NA
N/A—9,359-9,359-100%$3.3M———
Walter & Keenan Wealth Management LLC
N/A—9,249-9,249-100%$3.3M———
SCS Capital Management LLC
N/A—9,170-9,170-100%$3.2M———
Second Line Capital, LLC
N/A—9,132-9,132-100%$3.2M———
Stance Capital LLC
N/A—9,091-9,091-100%$3.2M———
Beaton Management Co. Inc.
N/A—9,063-9,063-100%$3.2M———
Sentinel Dome Partners, LLC
N/A—9,050-9,050-100%$3.2M———
Checchi Capital Advisers, LLC
N/A—9,045-9,045-100%$3.2M———
Lbmc Investment Advisors, LLC
N/A—9,043-9,043-100%$3.2M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—9,024-9,024-100%$3.2M———
Vanguard National Trust Co
N/A—9,011-9,011-100%$3.2M———
Aster Capital Management (Difc) Ltd
N/A—9,001-9,001-100%$3.2M———
Advisory Research Inc
N/A—8,950-8,950-100%$3.2M———
Corsicana & Co.
N/A—8,942-8,942-100%$3.2M———
Advisory Alpha, LLC
N/A—8,934-8,934-100%$3.2M———
Charter Research & Investment Group, Inc.
N/A—8,928-8,928-100%$3.1M———
BankPlus Trust Department
N/A—8,873-8,873-100%$3.1M———
Resurgent Financial Advisors LLC
N/A—8,866-8,866-100%$3.1M———
Keystone Financial Group
N/A—8,847-8,847-100%$3.1M———
American Trust
N/A—8,820-8,820-100%$3.1M———
Nelson Capital Management, LLC
N/A—8,809-8,809-100%$3.1M———
Boston Research & Management Inc
N/A—8,805-8,805-100%$3.1M———
R.m.sincerbeaux Capital Management LLC
N/A—8,800-8,800-100%$3.1M———
DF Dent & Co Inc
N/A—8,798-8,798-100%$3.1M———
Strait & Sound Wealth Management LLC
N/A—8,766-8,766-100%$3.1M———
Hall Capital Management Co Inc
N/A—8,743-8,743-100%$3.1M———
Kintra Wealth, LLC
N/A—8,683-8,683-100%$3.0M———
Glen Eagle Advisors, LLC
N/A—8,643-8,643-100%$3.0M———
CNB Bank
N/A—8,616-8,616-100%$3.0M———
AssuredPartners Investment Advisors, LLC
N/A—8,600-8,600-100%$3.0M———
Bontempo Ohly Capital Mgmt LLC
N/A—8,575-8,575-100%$3.0M———
Northwest Bancshares, Inc.
N/A—8,568-8,568-100%$3.0M———
IQ EQ Fund Management (Ireland) Ltd
N/A—8,556-8,556-100%$3.0M———
Abbot Financial Management, Inc.
N/A—8,552-8,552-100%$3.0M———
Garrison Point Advisors, LLC
N/A—8,439-8,439-100%$3.0M———
Walleye Capital LLC
N/A—8,365-8,365-100%$3.0M———
Pinnacle West Asset Management, Inc.
N/A—8,349-8,349-100%$2.9M———
Decatur Capital Management, Inc.
N/A—8,335-8,335-100%$2.9M———
Nwam LLC
N/A—8,300-8,300-100%$2.9M———
Asahi Life Asset Management Co., Ltd.
N/A—8,295-8,295-100%$2.9M———
Raelipskie Partnership
N/A—8,272-8,272-100%$2.9M———
Silvant Capital Management LLC
N/A—8,265-8,265-100%$2.9M———
Community Bank, N.A.
N/A—8,245-8,245-100%$2.9M———
Brevan Howard Capital Management LP
N/A—8,206-8,206-100%$2.9M———
Sand Hill Global Advisors, LLC
N/A—8,160-8,160-100%$2.9M———
FourThought Financial Partners, LLC
N/A—8,140-8,140-100%$2.9M———
Knuff & Co LLC
N/A—8,136-8,136-100%$2.9M———
Security National Bank of Sioux City Iowa
N/A—8,093-8,093-100%$2.9M———
RB Capital Management, LLC
N/A—8,085-8,085-100%$2.9M———
Berkshire Asset Management LLC
N/A—8,033-8,033-100%$2.8M———
Quent Capital, LLC
N/A—8,015-8,015-100%$2.8M———
JPL Wealth Management, LLC
N/A—8,007-8,007-100%$2.8M———
Soros Capital Management LLC
N/A—7,976-7,976-100%$2.8M———
Dockside LLC
N/A—7,968-7,968-100%$2.8M———
Marble Harbor Investment Counsel, LLC
N/A—7,925-7,925-100%$2.8M———
K.J. Harrison & Partners Inc
N/A—7,924-7,924-100%$2.8M———
Longfellow Investment Management Co LLC
N/A—7,882-7,882-100%$2.8M———
Thomasville National Bank
N/A—7,845-7,845-100%$2.8M———
Aviso Financial Inc.
N/A—7,839-7,839-100%$2.8M———
Winthrop Partners - WNY, LLC
N/A—7,818-7,818-100%$2.8M———
Advisors Preferred, LLC
N/A—7,800-7,800-100%$2.8M———
Waddell & Associates, LLC
N/A—7,774-7,774-100%$2.7M———
Pallas Capital Advisors LLC
N/A—7,737-7,737-100%$2.7M———
Banco de Sabadell, S.a
N/A—7,655-7,655-100%$2.7M———
Bay Rivers Group
N/A—7,639-7,639-100%$2.7M———
Counterweight Ventures, LLC
N/A—7,629-7,629-100%$2.7M———
Spirepoint Private Client, LLC
N/A—7,567-7,567-100%$2.7M———
Prestige Wealth Management Group LLC
N/A—7,540-7,540-100%$2.7M———
Bearing Point Capital, LLC
N/A—7,495-7,495-100%$2.6M———
J. Stern & Co. LLP
N/A—7,492-7,492-100%$2.6M———
Callahan Advisors, LLC
N/A—7,448-7,448-100%$2.6M———
Ames National Corp
N/A—7,392-7,392-100%$2.6M———
Waratah Capital Advisors Ltd.
N/A—7,373-7,373-100%$2.6M———
Bridgewater Advisors Inc.
N/A—7,362-7,362-100%$2.5M———
Heartland Bank & Trust Co
N/A—7,343-7,343-100%$2.6M———
Westerkirk Capital Inc.
N/A—7,308-7,308-100%$2.6M———
Masterton Capital Management, LP
N/A—7,280-7,280-100%$2.6M———
M3 Wealth Management, LLC
N/A—7,162-7,162-100%$2.5M———
Little House Capital LLC
N/A—7,155-7,155-100%$2.5M———
Diamant Asset Management, Inc.
N/A—7,121-7,121-100%$2.5M———
Wealthspire Retirement, LLC
N/A—7,113-7,113-100%$2.5M———
River Wealth Advisors LLC
N/A—7,095-7,095-100%$2.5M———
Smith, Moore & Co.
N/A—7,059-7,059-100%$2.5M———
Rodgers Brothers Inc.
N/A—7,047-7,047-100%$2.5M———
First Western Trust Bank
N/A—7,038-7,038-100%$2.5M———
Security National Bank of SO DAK
N/A—7,021-7,021-100%$2.5M———
Mayflower Financial Advisors, LLC
N/A—7,011-7,011-100%$2.5M———
Kentucky Farm Bureau Mutual Insurance Co
N/A—7,000-7,000-100%$2.5M———
Truvestments Capital LLC
N/A—6,950-6,950-100%$2.5M———
Pettee Investors, Inc.
N/A—6,942-6,942-100%$2.4M———
Southeast Asset Advisors, LLC
N/A—6,919-6,919-100%$2.4M———
Widmann Financial Services, Inc.
N/A—6,875-6,875-100%$2.4M———
JT Stratford LLC
N/A—6,869-6,869-100%$2.4M———
Crews Bank & Trust
N/A—6,829-6,829-100%$2.4M———
Drucker Wealth 3.0, LLC
N/A—6,797-6,797-100%$2.4M———
Dover Advisors, LLC
N/A—6,726-6,726-100%$2.3M———
HHM Wealth Advisors, LLC
N/A—6,710-6,710-100%$2.4M———
Frisch Financial Group, Inc.
N/A—6,707-6,707-100%$2.4M———
North Star Asset Management Inc
N/A—6,646-6,646-100%$2.3M———
Zhang Financial LLC
N/A—6,628-6,628-100%$2.3M———
West Michigan Advisors, LLC
N/A—6,592-6,592-100%$2.3M———
Vectors Research Management, LLC
N/A—6,578-6,578-100%$2.3M———
American Financial Advisors, LLC
N/A—6,540-6,540-100%$2.3M———
Westmount Partners, LLC
N/A—6,536-6,536-100%$2.3M———
Chesapeake Wealth Management
N/A—6,515-6,515-100%$2.3M———
BBR Partners, LLC
N/A—6,500-6,500-100%$2.3M———
Anchor Bay Capital, Inc.
N/A—6,496-6,496-100%$2.3M———
Resolute Capital, LLC
N/A—6,490-6,490-100%$2.3M———
Legacy Financial Advisors, Inc.
N/A—6,480-6,480-100%$2.3M———
Accretive Wealth Partners, LLC
N/A—6,464-6,464-100%$2.3M———
Fort Sheridan Advisors LLC
N/A—6,462-6,462-100%$2.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—6,415-6,415-100%$2.3M———
Silver OAK Securities, Incorporated
N/A—6,394-6,394-100%$2.3M———
NorthCoast Asset Management LLC
N/A—6,384-6,384-100%$2.3M———
CCG Wealth Management, LLC
N/A—6,360-6,360-100%$2.2M———
GTS Securities LLC
N/A—6,335-6,335-100%$2.2M———
Northstar Group, Inc.
N/A—6,320-6,320-100%$2.2M———
Cvfg LLC
N/A—6,312-6,312-100%$2.2M———
Sender Co & Partners, Inc.
N/A—6,305-6,305-100%$2.2M———
Van Hulzen Asset Management, LLC
N/A—6,294-6,294-100%$2.2M———
Argent Advisors, Inc.
N/A—6,276-6,276-100%$2.2M———
Continuum Advisory, LLC
N/A—6,251-6,251-100%$2.2M———
Aureus Asset Management, LLC
N/A—6,230-6,230-100%$2.2M———
Transamerica Financial Advisors, LLC
N/A—6,181-6,181-100%$2.2M———
Fortis Capital Advisors, LLC
N/A—6,137-6,137-100%$2.2M———
Quotient Wealth Partners, LLC
N/A—6,125-6,125-100%$2.2M———
Allred Capital Management, LLC
N/A—6,107-6,107-100%$2.2M———
Nicholson Wealth Management Group, LLC
N/A—6,106-6,106-100%$2.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—6,085-6,085-100%$2.1M———
Red Wave Investments LLC
N/A—6,054-6,054-100%$2.1M———
Auxano Advisors, LLC
N/A—6,054-6,054-100%$2.1M———
Sandro Wealth Management LLC
N/A—6,041-6,041-100%$2.1M———
Financial Alternatives, Inc
N/A—6,039-6,039-100%$2.1M———
Concentric Capital Strategies, LP
N/A—6,018-6,018-100%$2.1M———
Westfield Capital Management Co LP
N/A—6,017-6,017-100%$2.1M———
Qtron Investments LLC
N/A—6,003-6,003-100%$2.1M———
Huber Capital Management LLC
N/A—5,998-5,998-100%$2.1M———
Zuckerman Investment Group, LLC
N/A—5,991-5,991-100%$2.1M———
Kiley Juergens Wealth Management, LLC
N/A—5,961-5,961-100%$2.1M———
Jupiter Asset Management LTD
N/A—5,952-5,952-100%$2.1M———
Twin Capital Management Inc
N/A—5,933-5,933-100%$2.1M———
NCM Capital Management, LLC
N/A—5,908-5,908-100%$2.1M———
Fort Point Capital Partners LLC
N/A—5,896-5,896-100%$2.1M———
New Republic Capital, LLC
N/A—5,871-5,871-100%$2.1M———
Family Manage LLC
N/A—5,859-5,859-100%$2.1M———
Founders Financial Alliance, LLC
N/A—5,849-5,849-100%$2.1M———
OneAscent Financial Services LLC
N/A—5,826-5,826-100%$2.1M———
Cercano Management LLC
N/A—5,826-5,826-100%$2.1M———
First Commonwealth Financial Corp
N/A—5,782-5,782-100%$2.0M———
Game Plan Financial Advisors, LLC
N/A—5,752-5,752-100%$2.0M———
Ethos Financial Group, LLC
N/A—5,752-5,752-100%$2.0M———
Impact Partnership Wealth, LLC
N/A—5,744-5,744-100%$2.0M———
Quest Investment Management LLC
N/A—5,733-5,733-100%$2.0M———
L2 Asset Management, LLC
N/A—5,729-5,729-100%$2.0M———
Bollard Group LLC
N/A—5,727-5,727-100%$2.0M———
Earned Wealth Advisors, LLC
N/A—5,676-5,676-100%$2.0M———
Clearstead Trust, LLC
N/A—5,666-5,666-100%$2.0M———
Odyssean, LLC
N/A—5,653-5,653-100%$2.0M———
Citizens & Northern Corp
N/A—5,627-5,627-100%$2.0M———
Godshalk Welsh Capital Management, Inc.
N/A—5,614-5,614-100%$2.0M———
Fortis Group Advisors, LLC
N/A—5,574-5,574-100%$2.0M———
IFC Advisors LLC
N/A—5,557-5,557-100%$2.0M———
Faithward Advisors, LLC
N/A—5,540-5,540-100%$2.0M———
Bank of Hawaii
N/A—5,540-5,540-100%$2.0M———
Bedel Financial Consulting, Inc.
N/A—5,533-5,533-100%$2.0M———
Brant Point Investment Management LLC
N/A—5,500-5,500-100%$1.9M———
Harbor Advisors LLC
N/A—5,500-5,500-100%$1.9M———
Stonebrook Private Inc.
N/A—5,497-5,497-100%$1.9M———
Pincus Capital Management, LP
N/A—5,448-5,448-100%$1.9M———
Rice Partnership, LLC
N/A—5,437-5,437-100%$1.9M———
Keebeck Wealth Management
N/A—5,401-5,401-100%$1.9M———
Athena Investment Management
N/A—5,388-5,388-100%$1.9M———
AFT, Forsyth & Company, Inc.
N/A—5,377-5,377-100%$1.9M———
Clarion Wealth Managment Partners, LLC
N/A—5,375-5,375-100%$1.9M———
Resolute Wealth Advisor, Inc.
N/A—5,345-5,345-100%$1.8M———
Summit Wealth Partners, LLC
N/A—5,291-5,291-100%$1.9M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,270-5,270-100%$1.9M———
Constant Guidance Financial LLC
N/A—5,269-5,269-100%$1.9M———
Penserra Capital Management LLC
N/A—5,242-5,242-100%$1.8M———
Potomac Fund Management Inc
N/A—5,238-5,238-100%$1.8M———
Meridian Wealth Partners, LLC
N/A—5,222-5,222-100%$1.8M———
Darwin Wealth Management, LLC
N/A—5,162-5,162-100%$1.8M———
Gateway Wealth Partners, LLC
N/A—5,147-5,147-100%$1.8M———
Lavaca Capital LLC
N/A—5,136-5,136-100%$1.8M———
Vaughan Nelson Investment Management, L.P.
N/A—5,110-5,110-100%$1.8M———
Falcon Wealth Planning
N/A—5,102-5,102-100%$1.8M———
Berkeley Capital Partners, LLC
N/A—5,062-5,062-100%$1.8M———
Spahn Wealth & Retirement LLC
N/A—5,058-5,058-100%$1.8M———
Innovative Asset Advisors Group, LLC
N/A—5,038-5,038-100%$1.8M———
Wealth Alliance, LLC
N/A—5,008-5,008-100%$1.8M———
Tradewinds, Llc.
N/A—5,000-5,000-100%$1.2M———
Game Creek Capital, LP
N/A—5,000-5,000-100%$1.8M———
T. Rowe Price Investment Management, Inc.
N/A—4,980-4,980-100%$1.8M———
Kesler, Norman & Wride, LLC
N/A—4,934-4,934-100%$1.7M———
Caxton Associates LLP
N/A—4,919-4,919-100%$1.7M———
Destination Wealth Management
N/A—4,907-4,907-100%$1.7M———
Sfmg, LLC
N/A—4,790-4,790-100%$1.7M———
Harbor Advisory Corp
N/A—4,788-4,788-100%$1.7M———
Hayek Kallen Investment Management
N/A—4,781-4,781-100%$1.7M———
Cambria Investment Management, L.P.
N/A—4,776-4,776-100%$1.7M———
Silicon Valley Capital Partners
N/A—4,766-4,766-100%$1.7M———
Martin & Co Inc
N/A—4,756-4,756-100%$1.7M———
Denali Advisors LLC
N/A—4,754-4,754-100%$1.7M———
Zions Bancorporation, National Association
N/A—4,740-4,740-100%$1.7M———
Harvest Investment Advisors, LLC
N/A—4,726-4,726-100%$1.7M———
Catalyst Financial Partners LLC
N/A—4,720-4,720-100%$1.7M———
Institute for Wealth Management, Llc.
N/A—4,719-4,719-100%$1.7M———
Paces Ferry Wealth Advisors, LLC
N/A—4,683-4,683-100%$1.7M———
Guardian Capital, LLC
N/A—4,647-4,647-100%$1.6M———
Landscape Capital Management, L.L.C.
N/A—4,634-4,634-100%$1.6M———
Rollins Financial Advisors, LLC
N/A—4,609-4,609-100%$1.6M———
Evolve Private Wealth, LLC
N/A—4,603-4,603-100%$1.6M———
CIM, LLC
N/A—4,583-4,583-100%$1.6M———
Cornerstone Advisory, LLC
N/A—4,579-4,579-100%$1.6M———
Granite Harbor Advisors, Inc.
N/A—4,575-4,575-100%$1.6M———
BWM Planning, LLC
N/A—4,562-4,562-100%$1.6M———
Alteri Wealth LLC
N/A—4,559-4,559-100%$1.6M———
Richard W. Paul & Associates, LLC
N/A—4,440-4,440-100%$1.6M———
Inspire Advisors, LLC
N/A—4,428-4,428-100%$1.6M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—4,417-4,417-100%$1.6M———
Beacon Investment Advisors LLC
N/A—4,401-4,401-100%$1.6M———
Meadowbrook Advisors Group, LLC
N/A—4,396-4,396-100%$1.6M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—4,381-4,381-100%$1.5M———
Gilbert & Cook, Inc.
N/A—4,354-4,354-100%$1.5M———
PCM Encore, LLC
N/A—4,338-4,338-100%$1.5M———
Boyd Watterson Asset Management LLC
N/A—4,331-4,331-100%$1.5M———
Centaurus Financial, Inc.
N/A—4,320-4,320-100%$1.5M———
Florida Financial Advisors, LLC
N/A—4,300-4,300-100%$1.5M———
Vela Investment Management, LLC
N/A—4,293-4,293-100%$1.5M———
Atlas Legacy Advisors, LLC
N/A—4,289-4,289-100%$1.5M———
Barnes Pettey Financial Advisors, LLC
N/A—4,275-4,275-100%$1.5M———
Tradition Wealth Management, LLC
N/A—4,271-4,271-100%$1.5M———
LOS Angeles Capital Management LLC
N/A—4,251-4,251-100%$1.5M———
Paragon Capital Management LLC
N/A—4,251-4,251-100%$1.5M———
Aimz Investment Advisors, LLC
N/A—4,250-4,250-100%$1.5M———
Goldstone Financial Group, LLC
N/A—4,235-4,235-100%$1.5M———
Patron Partners, LLC
N/A—4,230-4,230-100%$1.5M———
Klcm Advisors, Inc.
N/A—4,228-4,228-100%$1.5M———
Stratos Wealth Advisors, LLC
N/A—4,225-4,225-100%$1.5M———
Seeds Investor LLC
N/A—4,223-4,223-100%$1.5M———
CVA Family Office, LLC
N/A—4,220-4,220-100%$1.5M———
Saiph Capital, LLC
N/A—4,207-4,207-100%$1.5M———
Opus Investment Management Inc
N/A—4,200-4,200-100%$1.5M———
American Investment Services, Inc.
N/A—4,176-4,176-100%$1.5M———
Bank OZK
N/A—4,159-4,159-100%$1.5M———
Core Alternative Capital
N/A—4,121-4,121-100%$1.5M———
Defiance ETFs, LLC
N/A—4,121-4,121-100%$1.4M———
South Street Advisors LLC
N/A—4,100-4,100-100%$1.4M———
First American Trust, FSB
N/A—4,094-4,094-100%$1.4M———
Howe & Rusling Inc
N/A—4,082-4,082-100%$1.4M———
Staley Capital Advisers Inc
N/A—4,080-4,080-100%$1.4M———
Steigerwald, Gordon & Koch Inc.
N/A—4,072-4,072-100%$1.4M———
Circle Wealth Management, LLC
N/A—4,055-4,055-100%$1.4M———
Wulff, Hansen & Co.
N/A—4,054-4,054-100%$1.4M———
Cofg Advisors, LLC
N/A—4,025-4,025-100%$1.4M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—4,017-4,017-100%$1.4M———
Aberdeen Wealth Management LLC
N/A—4,007-4,007-100%$1.4M———
Menard Financial Group LLC
N/A—3,979-3,979-100%$1.4M———
XTX Topco Ltd
N/A—3,938-3,938-100%$1.4M———
Thayer Partners, LLC / MA
N/A—3,926-3,926-100%$1.4M———
Stratos Investment Management, LLC
N/A—3,913-3,913-100%$1.4M———
Intellectus Partners, LLC
N/A—3,898-3,898-100%$1.4M———
Mendel Capital Management LLC
N/A—3,895-3,895-100%$1.4M———
Cary Street Partners Investment Advisory LLC
N/A—3,872-3,872-100%$1.4M———
Smart Money Group LLC
N/A—3,866-3,866-100%$1.4M———
GWN Securities Inc.
N/A—3,859-3,859-100%$1.4M———
Aft, Forsyth & Sober, LLC
N/A—3,850-3,850-100%$1.3M———
BSW Wealth Partners
N/A—3,842-3,842-100%$1.4M———
Basecamp Wealth Advisors LLC
N/A—3,820-3,820-100%$1.3M———
Phillips Wealth Planners LLC
N/A—3,804-3,804-100%$1.3M———
Sivia Capital Partners, LLC
N/A—3,788-3,788-100%$1.3M———
Hexagon Capital Partners LLC
N/A—3,779-3,779-100%$1.3M———
Seven Springs Wealth Group, LLC
N/A—3,752-3,752-100%$1.3M———
Peloton Wealth Strategists
N/A—3,751-3,751-100%$1.3M———
X-Square Capital, LLC
N/A—3,744-3,744-100%$1.3M———
Ariadne Wealth Management, LP
N/A—3,742-3,742-100%$1.3M———
Invst, LLC
N/A—3,719-3,719-100%$1.3M———
Old North State Trust, LLC
N/A—3,716-3,716-100%$1.3M———
SageGuard Financial Group, LLC
N/A—3,699-3,699-100%$1.3M———
Personal CFO Solutions, LLC
N/A—3,695-3,695-100%$1.3M———
Lcnb Corp
N/A—3,691-3,691-100%$1.3M———
Ellevest, Inc.
N/A—3,689-3,689-100%$1.3M———
Brookwood Investment Group LLC
N/A—3,684-3,684-100%$1.3M———
TFR Capital, Llc.
N/A—3,670-3,670-100%$1.3M———
US Asset Management LLC
N/A—3,662-3,662-100%$1.3M———
ForthRight Wealth Management, LLC
N/A—3,655-3,655-100%$1.3M———
McMillan Office, Inc.
N/A—3,624-3,624-100%$1.3M———
Strategic Wealth Partners, Ltd.
N/A—3,617-3,617-100%$1.3M———
Sagewood Asset Management LP
N/A—3,616-3,616-100%$1.3M———
Westpac Banking Corp
N/A—3,604-3,604-100%$1.3M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—3,597-3,597-100%$1.3M———
Elgethun Capital Management
N/A—3,571-3,571-100%$1.3M———
Regal Investment Advisors LLC
N/A—3,560-3,560-100%$1.3M———
Harbour Wealth Management Group, Inc.
N/A—3,557-3,557-100%$1.3M———
Kirtland Hills Capital Management, LLC
N/A—3,525-3,525-100%$1.2M———
Rogco, LP
N/A—3,513-3,513-100%$1.2M———
West Family Investments, Inc.
N/A—3,490-3,490-100%$1.2M———
Lifeworks Advisors, LLC
N/A—3,482-3,482-100%$1.2M———
Advocacy Wealth Management, LLC
N/A—3,480-3,480-100%$1.2M———
Perennial Investment Advisors, LLC
N/A—3,478-3,478-100%$1.2M———
FWG Holdings, LLC
N/A—3,468-3,468-100%$1.2M———
Members Trust Co
N/A—3,463-3,463-100%$1.2M———
Ranch Capital Advisors Inc.
N/A—3,459-3,459-100%$1.2M———
Vantus Wealth LLC
N/A—3,440-3,440-100%$1.2M———
Bouchey Financial Group, Ltd.
N/A—3,432-3,432-100%$1.2M———
Pgim Custom Harvest LLC
N/A—3,432-3,432-100%$1.2M———
GeoWealth Management, LLC
N/A—3,428-3,428-100%$1.2M———
Tower Wealth Partners, Inc.
N/A—3,426-3,426-100%$1.2M———
Rather & Kittrell, Inc.
N/A—3,423-3,423-100%$1.2M———
North Dallas Bank & Trust Co
N/A—3,419-3,419-100%$1.2M———
Retirement Planning Group, LLC / NY
N/A—3,416-3,416-100%$1.2M———
Viawealth, LLC
N/A—3,415-3,415-100%$1.2M———
United Bank
N/A—3,394-3,394-100%$1.2M———
Mattson Financial Services, LLC
N/A—3,393-3,393-100%$1.2M———
Sandler Capital Management
N/A—3,384-3,384-100%$1.2M———
Mark Sheptoff Financial Planning, LLC
N/A—3,384-3,384-100%$1.2M———
Roehl & Yi Investment Advisors, LLC
N/A—3,382-3,382-100%$1.2M———
LaSalle St. Investment Advisors, LLC
N/A—3,382-3,382-100%$1.2M———
TRB Wealth Management, LLC
N/A—3,368-3,368-100%$1.2M———
Apriem Advisors
N/A—3,368-3,368-100%$1.2M———
Schrum Private Wealth Management LLC
N/A—3,360-3,360-100%$1.2M———
PeakShares LLC
N/A—3,346-3,346-100%$1.2M———
Rothschild Wealth LLC
N/A—3,329-3,329-100%$1.2M———
Fullerton Fund Management Co Ltd.
N/A—3,319-3,319-100%$1.2M———
Waterloo Capital, L.P.
N/A—3,318-3,318-100%$1.2M———
Investor's Fiduciary Advisor Network, LLC
N/A—3,317-3,317-100%$1.2M———
SHP Wealth Management
N/A—3,314-3,314-100%$1.2M———
MJP Associates Inc
N/A—3,310-3,310-100%$1.2M———
Sovereign Financial Group, Inc.
N/A—3,310-3,310-100%$1.2M———
Drexel Morgan & Co.
N/A—3,300-3,300-100%$1.2M———
Miller Investment Management, LP
N/A—3,275-3,275-100%$1.2M———
PCB Capital LLC
N/A—3,263-3,263-100%$1.1M———
Sone Capital Management, LLC
N/A—3,263-3,263-100%$1.2M———
Marietta Investment Partners LLC
N/A—3,260-3,260-100%$1.1M———
Acadian Asset Management LLC
N/A—3,260-3,260-100%$1.1M———
Graybill Wealth Management, Ltd.
N/A—3,256-3,256-100%$1.1M———
Purkiss Capital Advisors LLC
N/A—3,249-3,249-100%$1.1M———
Planning Center, Inc.
N/A—3,248-3,248-100%$1.1M———
Bull Harbor Capital LLC
N/A—3,237-3,237-100%$1.1M———
Peak Asset Management, LLC
N/A—3,234-3,234-100%$1.1M———
Orographic Financial Advisors, LLC
N/A—3,228-3,228-100%$1.1K———
Olde Wealth Management, LLC
N/A—3,211-3,211-100%$1.1M———
White Knight Strategic Wealth Advisors, LLC
N/A—3,189-3,189-100%$1.1M———
Foster & Motley Inc
N/A—3,179-3,179-100%$1.1M———
Disciplina Capital Management LLC
N/A—3,175-3,175-100%$1.1M———
Evernest Financial Advisors, LLC
N/A—3,170-3,170-100%$1.1M———
Optas, LLC
N/A—3,128-3,128-100%$1.1M———
Private Capital Management, LLC
N/A—3,115-3,115-100%$1.1M———
RED Reef Advisors LLC
N/A—3,104-3,104-100%$1.1M———
IMA Advisory Services, Inc.
N/A—3,085-3,085-100%$1.1M———
Legacy Edge Advisors, LLC
N/A—3,066-3,066-100%$1.1M———
Caldwell Sutter Capital, Inc.
N/A—3,054-3,054-100%$1.1M———
Cascades Capital Asset Management, LLC
N/A—3,053-3,053-100%$1.1M———
OneAscent Family Office, LLC
N/A—3,046-3,046-100%$1.1M———
Capital & Planning, LLC
N/A—3,042-3,042-100%$1.1M———
Cladis Investment Advisory, LLC
N/A—3,041-3,041-100%$1.1M———
Castlekeep Investment Advisors LLC
N/A—3,036-3,036-100%$1.1M———
Dock Street Asset Management Inc
N/A—3,020-3,020-100%$1.1M———
RD Lewis Holdings, Inc.
N/A—2,983-2,983-100%$1.1M———
Duncan Williams Asset Management, LLC
N/A—2,978-2,978-100%$1.1M———
Tudor Financial Inc.
N/A—2,972-2,972-100%$1.0M———
Evelyn Partners Group Ltd
N/A—2,964-2,964-100%$1.0M———
Octavia Wealth Advisors, LLC
N/A—2,952-2,952-100%$1.0M———
Rexford Capital Inc
N/A—2,945-2,945-100%$1.0M———
Fukoku Mutual Life Insurance Co
N/A—2,934-2,934-100%$1.0M———
Lansing Street Advisors
N/A—2,920-2,920-100%$1.0M———
Trinity Legacy Partners, LLC
N/A—2,902-2,902-100%$1.0M———
United Bank
N/A—2,893-2,893-100%$1.0M———
Winning Points Advisors, LLC
N/A—2,891-2,891-100%$1.0M———
LeClair Wealth Partners LLC
N/A—2,888-2,888-100%$1.0M———
LM Advisors LLC
N/A—2,885-2,885-100%$1.0M———
German American Bancorp, Inc.
N/A—2,874-2,874-100%$1.0M———
Roberts Glore & Co Inc
N/A—2,873-2,873-100%$1.0M———
Trustco Bank Corp N Y
N/A—2,871-2,871-100%$1.0M———
Tiaa Trust, National Association
N/A—2,871-2,871-100%$1.0M———
Sandy Cove Advisors, LLC
N/A—2,870-2,870-100%$1.0M———
Greykasell Wealth Strategies, Inc.
N/A—2,848-2,848-100%$1.0M———
Calton & Associates, Inc.
N/A—2,845-2,845-100%$1.0M———
PSI Advisors, LLC
N/A—2,844-2,844-100%$1.0M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—2,820-2,820-100%$994.5K———
Northwest & Ethical Investments L.P.
N/A—2,819-2,819-100%$992.4K———
Pine Harbor Wealth Management, LLC
N/A—2,816-2,816-100%$993.1K———
Cascade Financial Partners, LLC
N/A—2,816-2,816-100%$993.2K———
Catalyst Funds Management Pty Ltd
N/A—2,800-2,800-100%$987.5K———
Jackson Thornton Wealth Management, LLC
N/A—2,796-2,796-100%$985.9K———
Wellington Grp LLC
N/A—2,781-2,781-100%$980.8K———
Acorns Advisers, LLC
N/A—2,780-2,780-100%$980.0K———
Invictus Private Wealth, LLC
N/A—2,772-2,772-100%$977.6K———
Wrapmanager Inc
N/A—2,768-2,768-100%$976.2K———
Greenwich Wealth Management LLC
N/A—2,737-2,737-100%$965.0K———
Tiemann Investment Advisors, LLC
N/A—2,726-2,726-100%$961.5K———
Intesa Sanpaolo S.p.A.
N/A—2,719-2,719-100%$958.9K———
Cyber Hornet ETFs LLC
N/A—2,716-2,716-100%$957.9K———
Windle Wealth, LLC
N/A—2,712-2,712-100%$956.5K———
Mrwm Advisors, LLC
N/A—2,711-2,711-100%$956.1K———
Spartan Wealth Advisory Services LLC
N/A—2,707-2,707-100%$954.7K———
Aventura Private Wealth, LLC
N/A—2,706-2,706-100%$954.3K———
UP Strategic Wealth Investment Advisors LLC
N/A—2,698-2,698-100%$952.8K———
one8zero8, LLC
N/A—2,690-2,690-100%$948.7K———
Topsail Wealth Management, LLC
N/A—2,683-2,683-100%$946.2K———
Peregrine Asset Advisers, Inc.
N/A—2,681-2,681-100%$945.5K———
Signet Private Wealth LLC
N/A—2,677-2,677-100%$944.1K———
WealthTrust Axiom LLC
N/A—2,672-2,672-100%$942.4K———
Aspire Growth Partners LLC
N/A—2,672-2,672-100%$942.4K———
Gould Asset Management LLC
N/A—2,667-2,667-100%$940.7K———
Zinnia Wealth Advisory, LLC
N/A—2,667-2,667-100%$940.7K———
Carr Financial Group Corp
N/A—2,662-2,662-100%$938.8K———
Mmbg Investment Advisors Co.
N/A—2,650-2,650-100%$934.6K———
Garden State Investment Advisory Services LLC
N/A—2,636-2,636-100%$929.7K———
Operose Advisors LLC
N/A—2,635-2,635-100%$929.3K———
Birchcreek Wealth Management, LLC
N/A—2,606-2,606-100%$918.9K———
Severin Investments, LLC
N/A—2,600-2,600-100%$916.9K———
SBI Okasan Asset Management Co.Ltd.
N/A—2,600-2,600-100%$912.1K———
Dougherty & Associates, LLC
N/A—2,588-2,588-100%$913.0K———
Marex Group Ltd
N/A—2,584-2,584-100%$911.3K———
Headinvest, LLC
N/A—2,559-2,559-100%$902.5K———
McLean Asset Management Corp
N/A—2,530-2,530-100%$839.8K———
Baader Bank Aktiengesellschaft
N/A—2,506-2,506-100%$883.8K———
Bramshill Investments, LLC
N/A—2,500-2,500-100%$881.7K———
Fortis Capital Management LLC
N/A—2,500-2,500-100%$881.5K———
New Vernon Investment Management LLC
N/A—2,500-2,500-100%$881.7K———
Hamrick Investment Counsel, llc
N/A—2,496-2,496-100%$880.3K———
Everpar Advisors LLC
N/A—2,485-2,485-100%$876.4K———
VSM Wealth Advisory, LLC
N/A—2,474-2,474-100%$872.7K———
New World Advisors LLC
N/A—2,470-2,470-100%$871.1K———
Brave Asset Management Inc
N/A—2,469-2,469-100%$870.8K———
Fund Advisors of America Inc
N/A—2,459-2,459-100%$867.1K———
Barr E S & Co
N/A—2,449-2,449-100%$863.7K———
FSB Premier Wealth Management, Inc.
N/A—2,436-2,436-100%$859.2K———
Caerus Investment Advisors, LLC
N/A—2,436-2,436-100%$859.1K———
Warner Group LLC
N/A—2,427-2,427-100%$855.6K———
Oxford Financial Group, Ltd. LLC
N/A—2,419-2,419-100%$853.2K———
Eaton Financial Holdings Company, LLC
N/A—2,413-2,413-100%$851.1K———
Arcus Capital Partners, LLC
N/A—2,406-2,406-100%$848.7K———
Atlanta Consulting Group Advisors, LLC
N/A—2,404-2,404-100%$847.8K———
Ruedi Wealth Management, Inc.
N/A—2,402-2,402-100%$847.0K———
Group One Trading LLC
N/A—2,398-2,398-100%$845.7K———
Fieldview Capital Management, LLC
N/A—2,393-2,393-100%$844.0K———
Darden Wealth Group Inc
N/A—2,390-2,390-100%$843.1K———
Z3 Capital Partners, LLC
N/A—2,385-2,385-100%$841.0K———
Petix & Botte Co
N/A—2,379-2,379-100%$838.8K———
Torrey-Payne Wealth Management, LLC
N/A—2,378-2,378-100%$838.7K———
Ellenbecker Investment Group
N/A—2,374-2,374-100%$837.3K———
Wealthquest Corp
N/A—2,370-2,370-100%$835.9K———
Accent Capital Management, LLC
N/A—2,366-2,366-100%$834.5K———
South Plains Financial, Inc.
N/A—2,365-2,365-100%$834.0K———
Ramirez Asset Management, Inc.
N/A—2,361-2,361-100%$832.7K———
Bank of Marin
N/A—2,357-2,357-100%$831.3K———
Tobias Financial Advisors, Inc.
N/A—2,352-2,352-100%$829.3K———
Strathmore Capital Advisors, Inc.
N/A—2,350-2,350-100%$779.3K———
Bernicke Wealth Management, Ltd.
N/A—2,334-2,334-100%$823.2K———
Vickerman Investment Advisors, Inc.
N/A—2,334-2,334-100%$823.2K———
Future Fund LLC
N/A—2,319-2,319-100%$817.9K———
Crestmont Private Wealth LLC
N/A—2,302-2,302-100%$811.9K———
Croban
N/A—2,299-2,299-100%$810.7K———
Hanover Advisors Inc
N/A—2,290-2,290-100%$807.7K———
Cahill Financial Advisors Inc
N/A—2,286-2,286-100%$806.3K———
Wayfinding Financial, LLC
N/A—2,285-2,285-100%$805.0K———
Francis Financial, Inc.
N/A—2,269-2,269-100%$800.2K———
Capstone Financial Advisors, Inc.
N/A—2,268-2,268-100%$800.0K———
Marshall Financial Group, LLC
N/A—2,265-2,265-100%$798.8K———
Talisman Wealth Advisors LLC
N/A—2,264-2,264-100%$798.4K———
CIM Investment Management Inc
N/A—2,255-2,255-100%$795.3K———
Peak Retirement Planning, Inc.
N/A—2,252-2,252-100%$794.1K———
Medallion Wealth Advisors, LLC
N/A—2,250-2,250-100%$793.9K———
Summit Wealth & Retirement Planning, Inc.
N/A—2,247-2,247-100%$792.5K———
City National Bank of Florida
N/A—2,223-2,223-100%$784.0K———
Sittner & Nelson, LLC
N/A—2,219-2,219-100%$782.7K———
1776 Wealth LLC
N/A—2,218-2,218-100%$782.0K———
Liberty Wealth Management LLC
N/A—2,215-2,215-100%$728.6K———
Safeguard Investment Advisory Group, LLC
N/A—2,210-2,210-100%$779.2K———
Crewe Advisors LLC
N/A—2,187-2,187-100%$771.1K———
CoreFirst Bank & Trust
N/A—2,181-2,181-100%$769.2K———
Madison Wealth Partners, Inc
N/A—2,178-2,178-100%$768.2K———
Goepper Burkhardt LLC
N/A—2,172-2,172-100%$765.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—2,170-2,170-100%$765.3K———
Prostatis Group LLC
N/A—2,169-2,169-100%$765.1K———
Wealth Management Associates, Inc.
N/A—2,160-2,160-100%$761.7K———
Sunflower Bank, N.A.
N/A—2,141-2,141-100%$755.1K———
Broyhill Asset Management, LLC
N/A—2,137-2,137-100%$753.7K———
Core Capital Management & Research, inc.
N/A—2,131-2,131-100%$719.1K———
Ballast Advisors LLC
N/A—2,125-2,125-100%$749.3K———
Purpose Unlimited Inc.
N/A—2,121-2,121-100%$754.1K———
Meramec Financial Planners, LLC
N/A—2,118-2,118-100%$711.8K———
ProVise Management Group, LLC
N/A—2,112-2,112-100%$744.9K———
Aspen Wealth Strategies, LLC
N/A—2,104-2,104-100%$742.1K———
Stonebridge Financial Group, LLC / MO
N/A—2,099-2,099-100%$740.2K———
Hudson Value Partners, LLC
N/A—2,082-2,082-100%$734.3K———
Stonebridge Financial Group, LLC
N/A—2,073-2,073-100%$731.0K———
Knightsbridge Asset Management, LLC
N/A—2,068-2,068-100%$729.3K———
Wealthedge Investment Advisors, LLC
N/A—2,064-2,064-100%$728.0K———
Clearwater Capital Advisors, LLC
N/A—2,051-2,051-100%$723.3K———
Khazanah Nasional Berhad
N/A—2,048-2,048-100%$722.3K———
Financial Advisors Network, Inc.
N/A—2,046-2,046-100%$721.7K———
Stonebridge Financial Planning Group, LLC
N/A—2,044-2,044-100%$720.9K———
Northstar Financial Companies, Inc.
N/A—2,019-2,019-100%$712.0K———
Bank of the Bluegrass & Trust Co.
N/A—2,018-2,018-100%$574.1K———
Intellus Advisors LLC
N/A—2,010-2,010-100%$709.0K———
Birmingham Capital Management Co Inc
N/A—2,000-2,000-100%$705.0K———
Strive Financial Group,LLC
N/A—1,993-1,993-100%$703.0K———
Round Rock Advisors LLC
N/A—1,984-1,984-100%$699.6K———
Centennial Bank
N/A—1,983-1,983-100%$699.4K———
Burling Wealth Partners, LLC
N/A—1,981-1,981-100%$698.7K———
Aurdan Capital Management, LLC
N/A—1,977-1,977-100%$697.3K———
Uniting Wealth Partners, LLC
N/A—1,976-1,976-100%$696.9K———
Palumbo Wealth Management LLC
N/A—1,954-1,954-100%$689.2K———
One Charles Private Wealth Services, LLC
N/A—1,949-1,949-100%$687.5K———
Orion Capital Management LLC
N/A—1,947-1,947-100%$686.7K———
Beaird Harris Wealth Management, LLC
N/A—1,945-1,945-100%$686.1K———
Oxbow Advisors, LLC
N/A—1,939-1,939-100%$683.7K———
Eldridge Investment Advisors, Inc.
N/A—1,932-1,932-100%$681.4K———
Drive Wealth Management, LLC
N/A—1,922-1,922-100%$677.9K———
Sun Financial Inc
N/A—1,917-1,917-100%$672.3K———
Osborne Partners Capital Management, LLC
N/A—1,914-1,914-100%$675.0K———
WNY Asset Management, LLC
N/A—1,913-1,913-100%$674.6K———
Mason & Associates Inc
N/A—1,912-1,912-100%$674.2K———
Hillsdale Investment Management Inc.
N/A—1,910-1,910-100%$673.6K———
Byrne Financial Freedom, LLC
N/A—1,908-1,908-100%$672.9K———
Seneca House Advisors
N/A—1,896-1,896-100%$668.8K———
Chancellor Financial Group WB LP
N/A—1,887-1,887-100%$665.7K———
Centiva Capital, LP
N/A—1,876-1,876-100%$661.6K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—1,870-1,870-100%$659.5K———
Aldebaran Financial Inc.
N/A—1,866-1,866-100%$658.0K———
Integrated Investment Consultants, LLC
N/A—1,863-1,863-100%$657.0K———
Clifford Group, LLC
N/A—1,862-1,862-100%$656.6K———
Keating Financial Advisory Services, Inc.
N/A—1,845-1,845-100%$650.7K———
Denver Wealth Management, Inc.
N/A—1,840-1,840-100%$648.8K———
Oxford Wealth Group, LLC
N/A—1,831-1,831-100%$645.7K———
Hollencrest Capital Management
N/A—1,815-1,815-100%$640.2K———
Tevis Investment Management
N/A—1,809-1,809-100%$637.9K———
Vision Retirement, LLC
N/A—1,809-1,809-100%$638.1K———
Providence Financial Advisors, LLC
N/A—1,809-1,809-100%$638.0K———
Navellier & Associates Inc
N/A—1,806-1,806-100%$637.1K———
Alongside, LLC
N/A—1,805-1,805-100%$636.7K———
49 Wealth Management, LLC
N/A—1,805-1,805-100%$636.7K———
AllGen Financial Advisors, Inc.
N/A—1,804-1,804-100%$636.2K———
Truepoint, Inc.
N/A—1,801-1,801-100%$635.3K———
Thompson David Blair
N/A—1,797-1,797-100%$633.8K———
Harvest Investment Services, LLC
N/A—1,796-1,796-100%$633.4K———
Kapstone Financial Advisors LLC
N/A—1,792-1,792-100%$632.0K———
Fortress Private Ledger, LLC
N/A—1,790-1,790-100%$631.4K———
Libra Wealth LLC
N/A—1,780-1,780-100%$627.8K———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,777-1,777-100%$626.7K———
Maxele Advisors, LLC
N/A—1,770-1,770-100%$624.2K———
Portland Global Advisors LLC
N/A—1,769-1,769-100%$623.9K———
Fairbanks Capital Management, Inc.
N/A—1,768-1,768-100%$623.5K———
VeraBank, N.A.
N/A—1,767-1,767-100%$623.2K———
Summit Wealth Group, LLC
N/A—1,766-1,766-100%$622.7K———
Planning Alternatives LTD
N/A—1,761-1,761-100%$621.1K———
Campbell Capital Management Inc
N/A—1,753-1,753-100%$618.2K———
Clearline Capital LP
N/A—1,749-1,749-100%$616.8K———
Flow Traders U.S. LLC
N/A—1,748-1,748-100%$616.0K———
Avalon Trust Co
N/A—1,744-1,744-100%$615.1K———
Secured Retirement Advisors, LLC
N/A—1,731-1,731-100%$610.6K———
Oder Investment Management, LLC
N/A—1,714-1,714-100%$604.5K———
Park Place Capital Corp
N/A—1,708-1,708-100%$602.4K———
Easterly Investment Partners LLC
N/A—1,700-1,700-100%$599.6K———
Astoria Portfolio Advisors Llc.
N/A—1,691-1,691-100%$596.4K———
Star Financial Bank
N/A—1,674-1,674-100%$590.4K———
Slagle Financial, LLC
N/A—1,673-1,673-100%$590.1K———
Blalock Williams, LLC
N/A—1,671-1,671-100%$589.3K———
Clare Market Investments LLC
N/A—1,659-1,659-100%$585.0K———
Forum Finance Group S.A.
N/A—1,656-1,656-100%$472———
Berry Wealth Group, LP
N/A—1,644-1,644-100%$579.9K———
Chesapeake Asset Management LLC
N/A—1,638-1,638-100%$577.7K———
FWL Investment Management, LLC
N/A—1,630-1,630-100%$574.8K———
Bernard Wealth Management Corp.
N/A—1,628-1,628-100%$574.0K———
Wealthspan Partners, LLC
N/A—1,622-1,622-100%$572.0K———
Riverpoint Wealth Management Holdings, LLC
N/A—1,622-1,622-100%$572.1K———
Omnia Family Wealth, LLC
N/A—1,620-1,620-100%$571.3K———
BlackDiamond Wealth Management, LLC
N/A—1,606-1,606-100%$563.2K———
Cardiff Park Advisors, LLC
N/A—1,604-1,604-100%$565.7K———
Resolute Wealth Strategies, LLC
N/A—1,600-1,600-100%$564.4K———
Cheviot Value Management, LLC
N/A—1,600-1,600-100%$564.3K———
VestGen Investment Management
N/A—1,592-1,592-100%$561.5K———
Bridgewealth Advisory Group, LLC
N/A—1,590-1,590-100%$560.7K———
Range Advisory, LLC
N/A—1,581-1,581-100%$557.7K———
Legacy Financial Group LLC
N/A—1,574-1,574-100%$555.1K———
Swiss RE LTD
N/A—1,569-1,569-100%$553.4K———
White Pine Capital LLC
N/A—1,565-1,565-100%$551.9K———
Bolthouse Investments, LLC
N/A—1,556-1,556-100%$548.8K———
FLC Capital Advisors
N/A—1,554-1,554-100%$548.1K———
Alaethes Wealth, LLC
N/A—1,554-1,554-100%$548.1K———
Pitcairn Wealth Advisors LLC
N/A—1,541-1,541-100%$543.6K———
Mayport, LLC
N/A—1,540-1,540-100%$543.0K———
Coastwise Capital Group, LLC
N/A—1,537-1,537-100%$542.1K———
EntryPoint Capital, LLC
N/A—1,533-1,533-100%$540.7K———
Dividend Assets Capital, LLC
N/A—1,524-1,524-100%$537.5K———
Laraway Financial Advisors Inc
N/A—1,522-1,522-100%$536.9K———
W1m Asset Management Ltd
N/A—1,514-1,514-100%$533.4K———
Betterment LLC
N/A—1,509-1,509-100%$532.0K———
Payne Capital Management, LLC
N/A—1,500-1,500-100%$529.2K———
Plotkin Financial Advisors, LLC
N/A—1,496-1,496-100%$527.8K———
Wills Financial Group LLC
N/A—1,492-1,492-100%$526.3K———
Bannerstone Capital Management, LLC
N/A—1,490-1,490-100%$525.5K———
Fourth Dimension Wealth, LLC
N/A—1,487-1,487-100%$524.4K———
Brightwater Advisory LLC
N/A—1,486-1,486-100%$524.1K———
Landing Point Financial Group, LLC
N/A—1,483-1,483-100%$523.1K———
Fiduciary Financial Advisors
N/A—1,482-1,482-100%$519.1K———
BCS Private Wealth Management, Inc.
N/A—1,479-1,479-100%$521.6K———
Krane Funds Advisors LLC
N/A—1,479-1,479-100%$521.6K———
Strategic Financial Services, Inc.
N/A—1,475-1,475-100%$520.2K———
Ameriflex Group, Inc.
N/A—1,456-1,456-100%$513.5K———
Prasad Wealth Partners, LLC
N/A—1,454-1,454-100%$512.8K———
Synergy Investment Management, LLC
N/A—1,449-1,449-100%$499.6K———
Riverstone Advisors, LLC
N/A—1,447-1,447-100%$510.2K———
Wellspring Financial Advisors, LLC
N/A—1,433-1,433-100%$505.4K———
S Harris Financial Group, LLC
N/A—1,432-1,432-100%$505.0K———
Arcadia Wealth Management, Inc.
N/A—1,432-1,432-100%$504.9K———
Alpha Financial Partners LLC
N/A—1,428-1,428-100%$503.8K———
Ponta Wealth Partners, LLC
N/A—1,428-1,428-100%$503.6K———
Cape ANN Savings Bank
N/A—1,426-1,426-100%$502.9K———
Brogan Financial, Inc.
N/A—1,426-1,426-100%$503.0K———
Sonoma Allocations LLC
N/A—1,421-1,421-100%$505.4K———
IKE Capital, LLC
N/A—1,417-1,417-100%$499.7K———
Bulltick Wealth Management, LLC
N/A—1,413-1,413-100%$498.3K———
Capital Markets Trading UK LLP
N/A—1,412-1,412-100%$498.0K———
Beacon Bridge Wealth Partners, LLC
N/A—1,411-1,411-100%$497.7K———
Karpus Management, Inc.
N/A—1,400-1,400-100%$493.8K———
Core Wealth Advisors, Inc.
N/A—1,396-1,396-100%$492.3K———
Kelman-Lazarov, Inc.
N/A—1,395-1,395-100%$492.1K———
Bellevue Asset Management, LLC
N/A—1,389-1,389-100%$490.1K———
Edgestream Partners, L.P.
N/A—1,386-1,386-100%$488.8K———
Chase Investment Counsel Corp
N/A—1,385-1,385-100%$488.0K———
Hutchinson Capital Management
N/A—1,384-1,384-100%$488.2K———
TAGStone Capital, Inc.
N/A—1,378-1,378-100%$486.0K———
Napier Financial, LLC
N/A—1,377-1,377-100%$485.5K———
NS Partners Ltd
N/A—1,376-1,376-100%$485.3K———
Westfuller Advisors, LLC
N/A—1,370-1,370-100%$483.2K———
Elk River Wealth Management LLC
N/A—1,367-1,367-100%$482.1K———
Leigh Baldwin & Co., LLC
N/A—1,354-1,354-100%$477.4K———
Wilson & Boucher Capital Management, LLC
N/A—1,350-1,350-100%$476.1K———
Lakeridge Wealth Management LLC
N/A—1,346-1,346-100%$474.6K———
Redwood Investment Management, LLC
N/A—1,341-1,341-100%$473.0K———
HFR Wealth Management, LLC
N/A—1,338-1,338-100%$471.9K———
Wimmer Associates 1, LLC
N/A—1,329-1,329-100%$468.8K———
National Philanthropic Trust
N/A—1,327-1,327-100%$468.0K———
Kilter Group LLC
N/A—1,326-1,326-100%$467.7K———
First Wilshire Securities Management Inc
N/A—1,325-1,325-100%$467.3K———
Brown Financial Advisors
N/A—1,321-1,321-100%$465.9K———
Ankerstar Wealth, LLC
N/A—1,319-1,319-100%$465.5K———
BCV Asset Management Inc.
N/A—1,318-1,318-100%$463.3K———
Basepoint Wealth LLC
N/A—1,314-1,314-100%$463.4K———
Waterford Advisors, LLC
N/A—1,313-1,313-100%$463.1K———
Strategies Wealth Advisors, LLC
N/A—1,313-1,313-100%$463.0K———
Connors Investor Services Inc
N/A—1,306-1,306-100%$460.6K———
Conservest Capital Advisors, Inc.
N/A—1,305-1,305-100%$460.2K———
OFC Financial Planning, LLC
N/A—1,303-1,303-100%$459.5K———
Morris Financial Concepts, Inc.
N/A—1,302-1,302-100%$459.2K———
Compass Capital Corp
N/A—1,298-1,298-100%$454.6K———
Benchmark Investment Advisors LLC
N/A—1,296-1,296-100%$457.2K———
PAX Financial Group, LLC
N/A—1,291-1,291-100%$455.3K———
Navis Wealth Advisors, LLC
N/A—1,290-1,290-100%$455.0K———
GHE, LLC
N/A—1,290-1,290-100%$455.0K———
Frazier Financial Advisors, LLC
N/A—1,286-1,286-100%$453.4K———
Sollinda Capital Management LLC
N/A—1,286-1,286-100%$453.5K———
Tandem Wealth Advisors LLC
N/A—1,285-1,285-100%$453.2K———
Access Financial Services, Inc.
N/A—1,284-1,284-100%$452.8K———
Fielder Capital Group LLC
N/A—1,278-1,278-100%$450.9K———
Compton Financial Group, LLC
N/A—1,274-1,274-100%$449.5K———
Allium Financial Advisors, LLC
N/A—1,273-1,273-100%$449.0K———
Broadleaf Partners, LLC
N/A—1,268-1,268-100%$447.2K———
MRP Capital Investments, LLC
N/A—1,265-1,265-100%$446.1K———
Crux Wealth Advisors
N/A—1,257-1,257-100%$443.5K———
Wall Street Financial Group, Inc.
N/A—1,256-1,256-100%$443.0K———
Wharton Business Group, LLC
N/A—1,251-1,251-100%$441.2K———
EWA, LLC
N/A—1,248-1,248-100%$440.1K———
FSA Advisors, Inc.
N/A—1,241-1,241-100%$437.3K———
ATLas Financial Planning LLC
N/A—1,239-1,239-100%$437.0K———
Heartland Advisors Inc
N/A—1,239-1,239-100%$437.0K———
Keynote Financial Services LLC
N/A—1,232-1,232-100%$434.5K———
Maimon Wealth Management Ltd.
N/A—1,217-1,217-100%$429.2K———
Saranac Partners Ltd
N/A—1,208-1,208-100%$426.0K———
Tripletail Wealth Management, LLC
N/A—1,205-1,205-100%$431.3K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,204-1,204-100%$424.6K———
ArrowMark Colorado Holdings LLC
N/A—1,201-1,201-100%$423.6K———
ESL Trust Services, LLC
N/A—1,200-1,200-100%$423.2K———
Wealth Watch Advisors, Inc
N/A—1,196-1,196-100%$421.8K———
Dynasty Wealth Management, LLC
N/A—1,193-1,193-100%$420.6K———
Strategic Investment Advisors / MI
N/A—1,193-1,193-100%$420.9K———
Element Wealth, LLC
N/A—1,191-1,191-100%$420.0K———
Traub Capital Management LLC
N/A—1,187-1,187-100%$418.6K———
Yarger Wealth Strategies, LLC
N/A—1,184-1,184-100%$406.4K———
Allied Private Wealth LLC
N/A—1,183-1,183-100%$397.8K———
Reliant Investment Partners, LLC
N/A—1,181-1,181-100%$416.5K———
Arbor Trust Wealth Advisors, LLC
N/A—1,172-1,172-100%$413.3K———
Delta Investment Management, LLC
N/A—1,162-1,162-100%$409.8K———
Pingora Partners LLC
N/A—1,155-1,155-100%$407.3K———
Bruce G. Allen Investments, LLC
N/A—1,153-1,153-100%$406.6K———
Alan B Lancz & Associates, Inc.
N/A—1,150-1,150-100%$405.6K———
Legacy Wealth Advisors, LLC
N/A—1,142-1,142-100%$402.8K———
Clarendon Private LLC
N/A—1,142-1,142-100%$402.7K———
Addison Advisors LLC
N/A—1,138-1,138-100%$401.4K———
Yukon Wealth Management, Inc.
N/A—1,134-1,134-100%$400.2K———
Parkwoods Wealth Partners, LLC
N/A—1,132-1,132-100%$399.2K———
Wescott Financial Advisory Group, LLC
N/A—1,126-1,126-100%$397.1K———
Evergreen Wealth Partners LLC
N/A—1,126-1,126-100%$397.2K———
Disciplined Investors, L.L.C.
N/A—1,120-1,120-100%$395.1K———
Exit Wealth Advisors, Llc.
N/A—1,098-1,098-100%$387.2K———
Requisite Capital Management, LLC
N/A—1,097-1,097-100%$386.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,097-1,097-100%$387.5K———
Twin Peaks Wealth Advisors, LLC
N/A—1,092-1,092-100%$385.1K———
Morrissey Wealth Management, LLC
N/A—1,092-1,092-100%$308.8K———
Fox Hill Wealth Management
N/A—1,090-1,090-100%$384.3K———
Osterweis Capital Management Inc
N/A—1,089-1,089-100%$384.1K———
Kera Capital Partners, Inc.
N/A—1,088-1,088-100%$383.7K———
Claris Advisors, LLC / MO /
N/A—1,086-1,086-100%$383.2K———
BHK Investment Advisors, LLC
N/A—1,081-1,081-100%$381.3K———
Pitti Group Wealth Management, LLC
N/A—1,080-1,080-100%$380.9K———
Wellington-Altus USA Inc.
N/A—1,079-1,079-100%$354.9K———
Paradigm Capital Management, LLC
N/A—1,076-1,076-100%$379.0K———
Vista Capital Partners, Inc.
N/A—1,075-1,075-100%$379.1K———
Front Row Advisors LLC
N/A—1,074-1,074-100%$380.7K———
Papamarkou Wellner Asset Management inc.
N/A—1,072-1,072-100%$352.6K———
Westshore Wealth, LLC
N/A—1,069-1,069-100%$377.0K———
Manhattan West Asset Management, LLC
N/A—1,068-1,068-100%$376.7K———
Henson-Edgewater Management, LLC
N/A—1,064-1,064-100%$365.3K———
Cura Wealth Advisors, LLC
N/A—1,063-1,063-100%$374.8K———
Seascape Capital Management
N/A—1,060-1,060-100%$374.0K———
Financial Concepts Unlimited, Inc.
N/A—1,060-1,060-100%$373.8K———
BTG Pactual Asset Management US LLC
N/A—1,058-1,058-100%$373.1K———
Ackerman Asset Management, LLC
N/A—1,051-1,051-100%$370.7K———
J. M. Brown & Associates Inc.
N/A—1,050-1,050-100%$370.3K———
TPG Financial Advisors, LLC
N/A—1,036-1,036-100%$365.4K———
Pacific Point Advisors, LLC
N/A—1,034-1,034-100%$364.6K———
Oakmont Corp
N/A—1,032-1,032-100%$364.0K———
BOK Financial Private Wealth, Inc.
N/A—1,030-1,030-100%$363.3K———
Dunhill Financial, LLC
N/A—1,029-1,029-100%$363.2K———
V2 Financial group LLC
N/A—1,024-1,024-100%$361.1K———
Atalanta Sosnoff Capital, LLC
N/A—1,023-1,023-100%$360.8K———
Brooktree Capital Management
N/A—1,015-1,015-100%$358.0K———
Adapt Wealth Advisors, LLC
N/A—1,013-1,013-100%$357.4K———
HC Advisors, LLC
N/A—1,008-1,008-100%$355.5K———
Second Half Financial Partners, LLC
N/A—1,005-1,005-100%$354.3K———
Philadelphia Investment Partners, LLC
N/A—1,005-1,005-100%$343.4K———
NewSquare Capital LLC
N/A—1,001-1,001-100%$353.0K———
Cohen & Steers, Inc.
N/A—1,000-1,000-100%$353.0K———
Lumbard & Kellner, LLC
N/A—989-989-100%$348.8K———
Financial Gravity Companies, Inc.
N/A—987-987-100%$348.1K———
J Hagan Capital, Inc.
N/A—982-982-100%$346.2K———
KDT Advisors, LLC
N/A—980-980-100%$345.6K———
CSM Advisors, LLC
N/A—979-979-100%$345.0K———
Koss-Olinger Consulting, LLC
N/A—977-977-100%$344.7K———
Select Asset Management & Trust
N/A—975-975-100%$344.0K———
Daybright Advisory Services, Inc.
N/A—973-973-100%$323.0K———
Centric Wealth Management
N/A—964-964-100%$301.3K———
Sachetta, LLC
N/A—961-961-100%$338.7K———
Hobbs Group Advisors, LLC
N/A—958-958-100%$337.7K———
McElhenny Sheffield Capital Management, LLC
N/A—957-957-100%$337.5K———
Warburton Capital Management, LLC
N/A—953-953-100%$336.0K———
O'rourke & Company, Inc
N/A—952-952-100%$336.0K———
Potentia Wealth
N/A—951-951-100%$335.4K———
Moment Partners, LLC
N/A—944-944-100%$332.9K———
N.E.W. Advisory Services LLC
N/A—941-941-100%$331.9K———
LifePlan Investment Advisors, Inc.
N/A—939-939-100%$331.1K———
IAG Wealth Partners, LLC
N/A—931-931-100%$328.3K———
M1 Capital Management LLC
N/A—928-928-100%$327.3K———
Arkos Global Advisors
N/A—928-928-100%$327.0K———
Integrity Wealth Solutions LLC
N/A—926-926-100%$326.6K———
Barnes Wealth Management Group, Inc
N/A—926-926-100%$326.6K———
Alexander Labrunerie & Co., Inc.
N/A—922-922-100%$325.2K———
Integrity Financial Corp
N/A—922-922-100%$325.2K———
Houlihan Financial Resource Group, Ltd.
N/A—921-921-100%$324.8K———
Performance Wealth Partners, LLC
N/A—918-918-100%$323.7K———
Baltimore-Washington Financial Advisors, Inc.
N/A—915-915-100%$322.7K———
Okabena Investment Services Inc
N/A—914-914-100%$322.4K———
Shufro Rose & Co LLC
N/A—905-905-100%$319.2K———
Private Advisory Group LLC
N/A—902-902-100%$318.1K———
Piedmont Capital Management, LLC
N/A—900-900-100%$317.2K———
Retirement Income Solutions, Inc
N/A—897-897-100%$295.0K———
Symphony Financial Services, Inc.
N/A—895-895-100%$315.8K———
Panoramic Capital Partners, LLC
N/A—893-893-100%$314.9K———
Castle Wealth Management LLC
N/A—873-873-100%$307.7K———
Pacific SUN Financial Corp
N/A—864-864-100%$304.7K———
Swan Global Investments, LLC
N/A—862-862-100%$304.0K———
Alesco Advisors, LLC, An ESL Co
N/A—861-861-100%$303.7K———
Alpha Zero LLC
N/A—854-854-100%$297.3K———
Welch Capital Partners LLC
N/A—854-854-100%$301.0K———
DiPaolo Financial Group, Inc.
N/A—851-851-100%$300.1K———
Sharp Wealth Advisory, LLC
N/A—851-851-100%$300.1K———
Cedarwood Wealth LLC
N/A—851-851-100%$300.3K———
JMG Financial Group, Ltd.
N/A—850-850-100%$299.8K———
Intrepid Capital Management Inc
N/A—850-850-100%$299.8K———
Pointe Capital Management LLC
N/A—849-849-100%$299.4K———
Bard Associates Inc
N/A—849-849-100%$299.6K———
Concentrum Wealth Management
N/A—847-847-100%$298.7K———
Precision Wealth Strategies, LLC
N/A—846-846-100%$298.4K———
Planning Directions Inc
N/A—845-845-100%$297.9K———
Cornerstone Select Advisors, LLC
N/A—840-840-100%$296.3K———
HBE Wealth Management, LLC
N/A—837-837-100%$295.2K———
NorthStar Asset Management LLC
N/A—834-834-100%$294.0K———
Ascension Capital Advisors, Inc.
N/A—832-832-100%$293.4K———
Seldon Capital LP
N/A—825-825-100%$291.0K———
Liberty Square Wealth Partners LLC
N/A—824-824-100%$290.6K———
Strategic Financial Concepts, LLC
N/A—821-821-100%$289.4K———
Note Advisors, LLC
N/A—814-814-100%$287.1K———
Consilio Wealth Advisors, LLC
N/A—811-811-100%$286.2K———
George Kaiser Family Foundation
N/A—810-810-100%$285.7K———
Prospect Financial Services LLC
N/A—808-808-100%$285.1K———
Cornerstone Financial Management LLC
N/A—808-808-100%$285.0K———
Renaissance Group LLC
N/A—804-804-100%$283.6K———
Orion Investment Co
N/A—803-803-100%$283.2K———
McLaughlin Asset Management, Inc.
N/A—801-801-100%$282.5K———
Investment Advisory Group, LLC
N/A—800-800-100%$282.0K———
Jensen Investment Management Inc
N/A—797-797-100%$281.1K———
Maridea Wealth Management LLC
N/A—791-791-100%$278.8K———
Mason Investment Advisory Services, Inc.
N/A—790-790-100%$278.8K———
Unconventional Investor, LLC
N/A—790-790-100%$278.6K———
Capula Management Ltd
N/A—789-789-100%$278.3K———
Leith Wheeler Investment Counsel Ltd.
N/A—786-786-100%$277.2K———
Kinloch Capital, LLC
N/A—785-785-100%$276.9K———
Oxinas Partners, LLC
N/A—785-785-100%$277.0K———
Toews Corp
N/A—782-782-100%$275.8K———
Buffalo Business & Estate Services LTD
N/A—782-782-100%$275.9K———
Eaton-Cambridge Inc.
N/A—780-780-100%$275.1K———
Roble, Belko & Company, Inc
N/A—778-778-100%$274.0K———
Edgewood Management LLC
N/A—777-777-100%$274.0K———
SSI Investment Management LLC
N/A—775-775-100%$273.3K———
Copley Financial Group, Inc.
N/A—771-771-100%$271.9K———
GenTrust, LLC
N/A—771-771-100%$272.0K———
Ruggaard & Associates LLC
N/A—769-769-100%$271.2K———
L & S Advisors Inc
N/A—768-768-100%$271.0K———
One Degree Advisors Inc
N/A—767-767-100%$269.0K———
Banco BTG Pactual S.A.
N/A—767-767-100%$270.5K———
Addison Capital Co
N/A—765-765-100%$269.8K———
1015 Capital Partners, LLC
N/A—762-762-100%$268.7K———
JAG Capital Management, LLC
N/A—762-762-100%$268.7K———
Mcguire Capital Advisors Inc
N/A—761-761-100%$268.2K———
M3 Advisory Group, LLC
N/A—760-760-100%$268.0K———
Continental Investors Services, Inc.
N/A—760-760-100%$268.4K———
WorthPointe, LLC
N/A—758-758-100%$267.3K———
Formulate Financial LLC
N/A—757-757-100%$267.0K———
Concorde Asset Management, LLC
N/A—755-755-100%$266.2K———
Palisades Hudson Asset Management, L.P.
N/A—754-754-100%$256.0K———
Camarda Financial Advisors, LLC
N/A—751-751-100%$264.7K———
Advance Capital Management, Inc.
N/A—749-749-100%$264.3K———
17 Capital Partners, LLC
N/A—736-736-100%$259.6K———
Quattro Advisors LLC
N/A—733-733-100%$258.6K———
Forum Private Client Group LLC
N/A—731-731-100%$258.0K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—730-730-100%$257.5K———
Clarity Financial LLC
N/A—728-728-100%$256.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—728-728-100%$256.7K———
OneAscent Investment Solutions LLC
N/A—723-723-100%$255.0K———
Wood Tarver Financial Group, LLC
N/A—721-721-100%$254.0K———
Prosperity Bancshares Inc
N/A—719-719-100%$253.6K———
Trust Co of Kansas
N/A—716-716-100%$253.0K———
Samara Investment Management, LLC
N/A—714-714-100%$251.8K———
Claret Asset Management Corp
N/A—711-711-100%$251.0K———
Connable Office Inc
N/A—707-707-100%$249.3K———
Highview Capital Management LLC
N/A—706-706-100%$249.0K———
Fi3 Financial Advisors, LLC
N/A—704-704-100%$232.6K———
Brio Consultants, LLC
N/A—698-698-100%$246.1K———
WealthCollab, LLC
N/A—694-694-100%$244.8K———
Kiker Wealth Management, LLC
N/A—692-692-100%$244.1K———
BlueStem Wealth Partners, LLC
N/A—691-691-100%$243.6K———
Flatrock Wealth Partners LLC
N/A—688-688-100%$242.7K———
IFS Group,LLC
N/A—688-688-100%$242.7K———
Lafayette Investments, Inc.
N/A—685-685-100%$241.6K———
Permanent Capital Management, LP
N/A—681-681-100%$240.2K———
OakTrust Wealth Advisors, LLC
N/A—681-681-100%$240.2K———
CTC Alternative Strategies, Ltd.
N/A—680-680-100%$239.8K———
Pioneer Trust Bank N A
N/A—679-679-100%$239.5K———
AlphaGrep UK Ltd
N/A—677-677-100%$238.8K———
Holistic Financial Partners
N/A—677-677-100%$238.8K———
Caden Capital Partners, LP
N/A—676-676-100%$238.4K———
Cogent Private Wealth, Inc.
N/A—674-674-100%$237.8K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—664-664-100%$234.2K———
PIN OAK Investment Advisors Inc
N/A—663-663-100%$234.0K———
Mpwm Advisory Solutions, LLC
N/A—662-662-100%$233.5K———
Good Steward Wealth Advisors,LLC
N/A—659-659-100%$232.4K———
Aegis Wealth Management LLC
N/A—658-658-100%$232.1K———
Lighthouse Investment Partners, LLC
N/A—640-640-100%$225.7K———
Intentional Wealth Strategies, LLC
N/A—639-639-100%$225.4K———
Elite Life Management LLC
N/A—637-637-100%$225.0K———
von Borstel & Associates, Inc.
N/A—637-637-100%$224.0K———
Novak & Powell Financial Services, Inc.
N/A—636-636-100%$224.2K———
Menlo Advisors LLC
N/A—636-636-100%$224.0K———
Highlander Partners, L.P.
N/A—625-625-100%$220.4K———
Prelude Capital Management, LLC
N/A—625-625-100%$220.4K———
Joule Financial, LLC
N/A—624-624-100%$220.1K———
Serenus Wealth Advisors, LLC
N/A—622-622-100%$219.4K———
Wallace Advisory Group, LLC
N/A—622-622-100%$219.4K———
Atlas Wealth LLC
N/A—618-618-100%$218.0K———
TD Capital Management LLC
N/A—618-618-100%$217.9K———
Paladin Advisory Group, LLC
N/A—616-616-100%$217.3K———
Pasadena Private Wealth, LLC
N/A—615-615-100%$216.9K———
Fiducient Advisors LLC
N/A—612-612-100%$215.8K———
Ducere Wealth Management LLC
N/A—608-608-100%$214.6K———
Aspen Capital Management, LLC
N/A—608-608-100%$214.4K———
Nvest Financial, LLC
N/A—607-607-100%$213.9K———
Hurricane Capital Advisors LLC
N/A—600-600-100%$211.6K———
Sprott Inc.
N/A—600-600-100%$211.6K———
Strategic Investment Solutions, Inc.
N/A—598-598-100%$211.1K———
Arrowroot Family Office, LLC
N/A—594-594-100%$209.4K———
SK Wealth Management, LLC
N/A—592-592-100%$207.8K———
Peak Planning Group, LLC
N/A—590-590-100%$208.2K———
Fairview Capital Investment Management, LLC
N/A—590-590-100%$208.1K———
Aristotle Capital Management, LLC
N/A—587-587-100%$207.0K———
Seaside Wealth Management, Inc.
N/A—586-586-100%$206.7K———
OneAscent Wealth Management LLC
N/A—586-586-100%$206.7K———
Presidio Capital Management, LLC
N/A—585-585-100%$206.3K———
Northstar Advisory Group, LLC
N/A—582-582-100%$205.3K———
Hilltop Partners LLC
N/A—579-579-100%$204.2K———
Bravera Wealth
N/A—579-579-100%$204.2K———
GatePass Capital, LLC
N/A—577-577-100%$203.5K———
Vance Wealth, LLC
N/A—576-576-100%$203.2K———
Carter Financial, LLC
N/A—575-575-100%$202.8K———
Signal Tree Financial Partners LLC
N/A—575-575-100%$202.8K———
Christine Messmer PC
N/A—574-574-100%$202.6K———
Collaborative Wealth Managment Inc.
N/A—574-574-100%$202.4K———
Vawter Financial, Ltd.
N/A—571-571-100%$201.4K———
Nova Wealth Management, Inc.
N/A—570-570-100%$201.0K———
JTC Employer Solutions Trustee Ltd
N/A—564-564-100%$199.0K———
Swan Capital LLC
N/A—557-557-100%$196.4K———
Atlas Capital Advisors Inc.
N/A—552-552-100%$194.7K———
Horizon Bancorp Inc
N/A—547-547-100%$193.0K———
Boreal Capital Management LLC
N/A—526-526-100%$185.5K———
Oddo BHF Asset Management SAS
N/A—517-517-100%$181.5K———
Leo H. Evart, Inc.
N/A—514-514-100%$181.4K———
Measured Wealth Private Client Group, LLC
N/A—488-488-100%$172.1K———
Millstone Evans Group, LLC
N/A—486-486-100%$171.4K———
Twin Lakes Capital Management, LLC
N/A—478-478-100%$168.7K———
Battery Global Advisors, LLC
N/A—478-478-100%$168.6K———
Timbuktu Capital Management, LLC
N/A—431-431-100%$152.0K———
Proffitt & Goodson Inc
N/A—411-411-100%$145.0K———
Dogwood Wealth Management LLC
N/A—410-410-100%$144.7K———
Consultiva Wealth Management, Corp.
N/A—410-410-100%$144.6K———
Burnham & Co LLC
N/A—400-400-100%$141.1K———
Ogorek Anthony Joseph
N/A—399-399-100%$140.0K———
Palladiem, LLC
N/A—386-386-100%$136.2K———
Godfrey Financial Associates, Inc.
N/A—376-376-100%$132.4K———
Regatta Research & Money Management
N/A—354-354-100%$124.5K———
1 North Wealth Services LLC
N/A—346-346-100%$122.0K———
Rialto Wealth Management, LLC
N/A—331-331-100%$116.9K———
NI Acquisitions Company, LLC
N/A—330-330-100%$116.4K———
Financial Avengers, Inc.
N/A—328-328-100%$115.5K———
PlanVest Financial, Inc
N/A—322-322-100%$113.4K———
Kemnay Advisory Services Inc.
N/A—312-312-100%$110.0K———
Tidemark, LLC
N/A—309-309-100%$109.0K———
Luken Investment Analytics, LLC
N/A—307-307-100%$108.3K———
Atlantic Private Wealth, LLC
N/A—302-302-100%$106.3K———
NCP Inc.
N/A—300-300-100%$105.8K———
Standard Family Office LLC
N/A—296-296-100%$104.4K———
Vega Investment Solutions
N/A—296-296-100%$104.4K———
S&T Bank
N/A—293-293-100%$103.3K———
Nalls Sherbakoff Group, LLC
N/A—289-289-100%$101.9K———
Cbiz Investment Advisory Services, LLC
N/A—272-272-100%$89.5K———
Coston, McIsaac & Partners
N/A—266-266-100%$77.0K———
Evolution Advisers, Inc.
N/A—264-264-100%$93.0K———
Financial Life Planners
N/A—261-261-100%$92.2K———
Tacita Capital Inc
N/A—237-237-100%$83.6K———
HighMark Wealth Management LLC
N/A—232-232-100%$81.9K———
Raffa Wealth Management, LLC
N/A—223-223-100%$78.6K———
Meeder Asset Management Inc
N/A—215-215-100%$75.8K———
Osbon Capital Management LLC
N/A—211-211-100%$74.5K———
Walsh & Associates, LLC
N/A—211-211-100%$74.3K———
Reyl & Cie S.A.
N/A—197-197-100%$65.0K———
Collier Financial
N/A—192-192-100%$67.6K———
Minot DeBlois Advisors LLC
N/A—190-190-100%$67.0K———
Abound Financial, LLC
N/A—185-185-100%$65.2K———
Delos Wealth Advisors, LLC
N/A—183-183-100%$64.5K———
Tanglewood Legacy Advisors, LLC
N/A—183-183-100%$64.7K———
Highland Investment Advisors LLC
N/A—181-181-100%$64.0K———
Copia Wealth Management
N/A—175-175-100%$61.7K———
Sankala Group LLC
N/A—173-173-100%$58.8K———
Graney & King, LLC
N/A—156-156-100%$54.9K———
Winch Advisory Services, LLC
N/A—127-127-100%$44.7K———
Quantum Portfolio Management LLC
N/A—125-125-100%$44.1K———
Kerr Financial Planning Corp
N/A—119-119-100%$41.8K———
Clal Insurance Enterprises Holdings Ltd
N/A—106-106-100%$37———
Gould Capital, LLC
N/A—100-100-100%$35.3K———
Marshall Investment Management, LLC
N/A—100-100-100%$35.3K———
Benson Wealth Management Inc
N/A—99-99-100%$34.9K———
Seneschal Advisors, LLC
N/A—97-97-100%$34.1K———
1248 Management, LLC
N/A—96-96-100%$33.9K———
Three Bearings Fiduciary Advisors, Inc.
N/A—84-84-100%$29.6K———
Cypress Capital Management LLC (WY)
N/A—80-80-100%$28.2K———
Riverview Trust Co
N/A—75-75-100%$26.5K———
Longview Financial Advisors LLC
N/A—68-68-100%$24.0K———
Investors Portfolio Services LLC
N/A—67-67-100%$23.7K———
Turim 21 Investimentos Ltda.
N/A—65-65-100%$22.9K———
Strategic Wealth Advisors LLC
N/A—61-61-100%$20———
KEB Asset Management, LLC
N/A—61-61-100%$21.4K———
C M Bidwell & Associates LTD
N/A—56-56-100%$19.8K———
Caitlin John, LLC
N/A—50-50-100%$17.6K———
Oakmont Advisory Group, LLC
N/A—46-46-100%$16.3K———
HFM Investment Advisors, LLC
N/A—43-43-100%$15.2K———
Atomic Invest LLC
N/A—41-41-100%$14.2K———
Cetera Trust Company, N.a
N/A—31-31-100%$10.9K———
JDM Financial Group LLC
N/A—30-30-100%$10.6K———
Parvin Asset Management, LLC
N/A—30-30-100%$10.6K———
Westend Capital Management, LLC
N/A—30-30-100%$10.6K———
180 GPS Investments IC Ltd
N/A—29-29-100%$10.2K———
Itau Unibanco Holding S.A.
N/A—27-27-100%$9.5K———
Park Square Financial Group, LLC
N/A—21-21-100%$7.4K———
Imprint Wealth LLC
N/A—21-21-100%$7.4K———
Chelsea Counsel Co
N/A—10-10-100%$3.5K———
Lummis Asset Management, LP
N/A—7-7-100%$2.5K———
Top Private Wealth Llc.
N/A—6-6-100%$2.1K———
Luminist Capital LLC
N/A—6-6-100%$2.1K———
Vanguard Advisers Inc
N/A—5-5-100%$1.8K———
Quarry LP
N/A—5-5-100%$1.8K———
Ross\johnson & Associates LLC
N/A—1-1-100%$353———
Cordant, Inc.
N/A—00—$139———
Showing 4201 of 4201 institutions