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Honeywell Aerospace Inc (HONA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q2 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares2,170,893 from 2,914,841
Change-743,948 (-26%)
Value$336.4M (-$308.0M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares1,510,477 from 1,751,718
Change-241,241 (-14%)
Value$234.1M (-$153.1M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED
Shares896,740 from 929,990
Change-33,250 (-4%)
Value$139.0M (-$66.7M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares765,183 from 296,519
Change+468,664 (+158%)
Value$118.6M (+$53.0M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares587,205 from 579,875
Change+7,330 (+1%)
Value$91.0M (-$37.2M)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares491,357 from 377,387
Change+113,970 (+30%)
Value$76.1M (+$76.1M)
Filed 2026-11-05
Confluence Investment Management LLC
INCREASED
Shares426,663 from 241,062
Change+185,601 (+77%)
Value$66.1M (+$12.8M)
Filed 2026-10-01
Cincinnati Financial Corp
DECREASED
Shares418,749 from 418,750
Change-1 (0%)
Value$64.9M (-$27.7M)
Filed 2026-11-03
ProShare Advisors LLC
INCREASED
Shares355,143 from 346,243
Change+8,900 (+3%)
Value$55.0M (-$21.5M)
Filed 2026-10-29
Principal Financial Group Inc
DECREASED
Shares346,539 from 376,158
Change-29,619 (-8%)
Value$53.7M (-$29.5M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares337,414 from 400,519
Change-63,105 (-16%)
Value$52.3M (-$36.3M)
Filed 2026-11-05
Munich Reinsurance Co Stock Corp in Munich
NEW
Shares327,662
Change+327,662
Value$50.8M
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares306,437 from 342,078
Change-35,641 (-10%)
Value$47.5M (-$28.1M)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares283,078 from 260,479
Change+22,599 (+9%)
Value$43.6M (-$15.6M)
Filed 2026-11-04
Keybank National Association
INCREASED
Shares277,380 from 257,021
Change+20,359 (+8%)
Value$43.0M (-$13.8M)
Filed 2026-11-04
Neos Investment Management LLC
INCREASED
Shares269,936 from 242,343
Change+27,593 (+11%)
Value$41.8M (-$11.7M)
Filed 2026-11-04
Deprince Race & Zollo Inc
NEW
Shares244,247
Change+244,247
Value$37.9M
Filed 2026-10-13
New York State Teachers Retirement System
INCREASED
Shares230,699 from 224,229
Change+6,470 (+3%)
Value$35.8M (+$35.7M)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares224,222 from 207,387
Change+16,835 (+8%)
Value$34.7M (-$11.1M)
Filed 2026-11-03
Anchor Capital Advisors LLC
INCREASED
Shares220,523 from 140,503
Change+80,020 (+57%)
Value$34.2M (+$3.1M)
Filed 2026-11-05
Cambiar Investors LLC
INCREASED
Shares214,898 from 132,494
Change+82,404 (+62%)
Value$33.3M (+$4.0M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares209,025 from 169,880
Change+39,145 (+23%)
Value$32.4M (-$5.2M)
Filed 2026-11-02
Strs Ohio
INCREASED
Shares202,883 from 158,764
Change+44,119 (+28%)
Value$31.4M (-$3.7M)
Filed 2026-10-30
Meyer Handelman Co
DECREASED
Shares188,713 from 1,903,105
Change-1,714,392 (-90%)
Value$29.2M (-$12.8M)
Filed 2026-10-28
Truist Financial Corp
DECREASED
Shares182,245 from 255,194
Change-72,949 (-29%)
Value$28.2M (-$28.2M)
Filed 2026-10-30
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares180,835 from 185,533
Change-4,698 (-3%)
Value$28.0M (-$13.0M)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares178,012 from 157,316
Change+20,696 (+13%)
Value$27.4M (-$7.3M)
Filed 2026-11-04
AGF Management LTD
DECREASED
Shares167,306 from 169,250
Change-1,944 (-1%)
Value$25.9M (-$11.5M)
Filed 2026-11-03
Davidson Investment Advisors
INCREASED
Shares162,554 from 53,381
Change+109,173 (+205%)
Value$25.2M (+$13.4M)
Filed 2026-10-20
CIBC Asset Management Inc
DECREASED
Shares161,031 from 179,992
Change-18,961 (-11%)
Value$25.0M (-$14.8M)
Filed 2026-11-05
King Luther Capital Management Corp
DECREASED
Shares159,953 from 452,847
Change-292,894 (-65%)
Value$24.8M (-$75.3M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares153,441 from 149,912
Change+3,529 (+2%)
Value$18.4M (-$7.3M)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares145,624 from 113,979
Change+31,645 (+28%)
Value$22.5M (-$3.4M)
Filed 2026-10-16
Capital Investment Advisors, LLC
INCREASED
Shares144,539 from 102,595
Change+41,944 (+41%)
Value$22.4M (-$282.5K)
Filed 2026-10-22
Asset Management One Co., Ltd.
INCREASED
Shares138,489 from 136,486
Change+2,003 (+1%)
Value$21.5M (-$8.7M)
Filed 2026-10-27
Saratoga Research & Investment Management
INCREASED
Shares137,745 from 75,656
Change+62,089 (+82%)
Value$21.3M (+$4.6M)
Filed 2026-10-16
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares135,274 from 100,674
Change+34,600 (+34%)
Value$21.0M (+$20.9M)
Filed 2026-10-26
Douglas Lane & Associates, LLC
INCREASED
Shares131,403 from 71,795
Change+59,608 (+83%)
Value$20.4M (+$4.5M)
Filed 2026-10-09
Pictet Asset Management Holding SA
INCREASED
Shares129,712 from 125,896
Change+3,816 (+3%)
Value$20.1M (-$7.7M)
Filed 2026-11-03
Rockland Trust Co
NEW
Shares128,918
Change+128,918
Value$20.0M
Filed 2026-10-05
Commonwealth Equity Services, LLC
DECREASED
Shares126,054 from 136,286
Change-10,232 (-8%)
Value$19.5M (-$10.6M)
Filed 2026-11-02
Country Trust Bank
NEW
Shares124,341
Change+124,341
Value$19.3M
Filed 2026-10-30
Cincinnati Insurance Co
UNCHANGED
Shares122,500 from 122,500
Change0 (0%)
Value$19.0M (-$8.1M)
Filed 2026-11-03
Roffman Miller Associates Inc
INCREASED
Shares120,084 from 78,215
Change+41,869 (+54%)
Value$11.8M (-$5.5M)
Filed 2026-10-19
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares119,375 from 16,182
Change+103,193 (+638%)
Value$18.5M (+$14.9M)
Filed 2026-11-03
Midwest Trust Co
INCREASED
Shares117,300 from 106,772
Change+10,528 (+10%)
Value$18.2M (-$5.4M)
Filed 2026-10-22
Vaughan David Investments LLC
DECREASED
Shares116,845 from 124,264
Change-7,419 (-6%)
Value$18.1M (+$18.1M)
Filed 2026-11-05
Crestwood Advisors Group, LLC
INCREASED
Shares115,077 from 114,381
Change+696 (+1%)
Value$17.8M (-$7.5M)
Filed 2026-10-27
Nisa Investment Advisors, LLC
DECREASED
Shares108,281 from 113,448
Change-5,167 (-5%)
Value$16.8M (-$8.3M)
Filed 2026-10-20
State of New Jersey Common Pension Fund D
UNCHANGED
Shares102,253 from 102,253
Change0 (0%)
Value$15.8M (-$6.8M)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares100,131 from 104,320
Change-4,189 (-4%)
Value$15.5M (-$7.5M)
Filed 2026-11-02
Foyston, Gordon & Payne Inc
INCREASED
Shares99,368 from 35,536
Change+63,832 (+180%)
Value$15.4M (+$7.5M)
Filed 2026-11-02
Private Wealth Partners, LLC
INCREASED
Shares98,845 from 75,537
Change+23,308 (+31%)
Value$15.3M (-$1.4M)
Filed 2026-10-22
Robeco Institutional Asset Management B.V.
INCREASED
Shares96,342 from 8,458
Change+87,884 (+1039%)
Value$14.9M (+$13.1M)
Filed 2026-10-20
Chesley Taft & Associates LLC
NEW
Shares93,068
Change+93,068
Value$14.4M
Filed 2026-10-13
Mcdaniel Terry & Co
INCREASED
Shares92,886 from 68,390
Change+24,496 (+36%)
Value$14.4M (-$725.0K)
Filed 2026-11-05
Swiss Life Asset Management Ltd
INCREASED
Shares92,324 from 56,653
Change+35,671 (+63%)
Value$14.3M (+$1.8M)
Filed 2026-11-03
Czech National Bank
INCREASED
Shares91,068 from 90,181
Change+887 (+1%)
Value$14.1M (-$5.8M)
Filed 2026-10-13
Quilter Plc
DECREASED
Shares90,034 from 203,908
Change-113,874 (-56%)
Value$14.0M (-$31.1M)
Filed 2026-10-21
Daiwa Securities Group Inc.
DECREASED
Shares89,944 from 165,146
Change-75,202 (-46%)
Value$13.9M (-$22.6M)
Filed 2026-10-29
Arizona State Retirement System
DECREASED
Shares87,339 from 88,194
Change-855 (-1%)
Value$13.5M (-$6.0M)
Filed 2026-11-03
Glenview Trust Co
NEW
Shares85,948
Change+85,948
Value$13.3M
Filed 2026-10-28
Associated Banc-Corp
INCREASED
Shares84,599 from 34,241
Change+50,358 (+147%)
Value$13.1M (+$5.5M)
Filed 2026-10-30
Rakuten Investment Management, Inc.
INCREASED
Shares84,492 from 76,392
Change+8,100 (+11%)
Value$13.1M (-$3.7M)
Filed 2026-10-30
Waycross Partners, LLC
INCREASED
Shares81,592 from 76,044
Change+5,548 (+7%)
Value$12.6M (-$4.2M)
Filed 2026-11-03
Calamos Advisors LLC
INCREASED
Shares80,776 from 79,142
Change+1,634 (+2%)
Value$12.5M (-$5.0M)
Filed 2026-11-02
Gateway Investment Advisers LLC
DECREASED
Shares80,092 from 101,308
Change-21,216 (-21%)
Value$12.4M (-$10.0M)
Filed 2026-10-13
State of Michigan Retirement System
DECREASED
Shares79,607 from 81,107
Change-1,500 (-2%)
Value$12.3M (-$5.6M)
Filed 2026-10-27
Randolph Co Inc
UNCHANGED
Shares79,343 from 79,343
Change0 (0%)
Value$12.3M (-$5.2M)
Filed 2026-10-23
Talbot Financial, LLC
INCREASED
Shares78,974 from 48,601
Change+30,373 (+62%)
Value$12.2M (+$1.5M)
Filed 2026-10-19
Maple Capital Management, Inc.
DECREASED
Shares76,275 from 77,203
Change-928 (-1%)
Value$11.8M (-$5.2M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares72,966 from 67,271
Change+5,695 (+8%)
Value$11.3M (+$11.3M)
Filed 2026-11-02
Pinnacle Associates LTD
INCREASED
Shares71,268 from 58,911
Change+12,357 (+21%)
Value$11.0M (-$2.0M)
Filed 2026-10-20
Americana Partners, LLC
INCREASED
Shares70,075 from 70,068
Change+7 (+0%)
Value$10.9M (-$4.6M)
Filed 2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares70,026 from 69,978
Change+48 (+0%)
Value$10.9M (-$4.6M)
Filed 2026-11-03
Retirement Systems of Alabama
DECREASED
Shares66,467 from 66,556
Change-89 (0%)
Value$10.3M (-$4.4M)
Filed 2026-11-04
Evergreen Capital Management LLC
INCREASED
Shares66,223 from 5,528
Change+60,695 (+1098%)
Value$10.3M (+$9.0M)
Filed 2026-10-23
Davenport & Co LLC
NEW
Shares65,096
Change+65,096
Value$10.1M
Filed 2026-10-14
KBC Group NV
INCREASED
Shares64,467 from 57,342
Change+7,125 (+12%)
Value$10.0M (+$10.0M)
Filed 2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares64,441 from 179,227
Change-114,786 (-64%)
Value$10.0M (-$29.6M)
Filed 2026-10-29
GF Fund Management Co. Ltd.
DECREASED
Shares63,367 from 63,982
Change-615 (-1%)
Value$9.8M (-$4.3M)
Filed 2026-10-26
Kimelman & Baird, LLC
DECREASED
Shares62,817 from 64,069
Change-1,252 (-2%)
Value$9.7M (-$4.4M)
Filed 2026-11-03
Oppenheimer Asset Management Inc.
INCREASED
Shares58,762 from 39,847
Change+18,915 (+47%)
Value$9.1M (+$297.0K)
Filed 2026-10-27
Jacobs & Co
INCREASED
Shares58,185 from 52,032
Change+6,153 (+12%)
Value$9.0K (-$2.5K)
Filed 2026-10-09
Xponance LLC
INCREASED
Shares57,187 from 52,932
Change+4,255 (+8%)
Value$8.9M (-$2.8M)
Filed 2026-11-03
Bright Rock Capital Management, LLC
NEW
Shares56,250
Change+56,250
Value$8.7M
Filed 2026-10-05
SFE Investment Counsel
INCREASED
Shares54,624 from 13,482
Change+41,142 (+305%)
Value$8.5M (+$5.5M)
Filed 2026-10-29
Amalgamated Bank
DECREASED
Shares54,383 from 56,497
Change-2,114 (-4%)
Value$8.4M (+$8.4M)
Filed 2026-10-23
Greenleaf Trust
NEW
Shares51,695
Change+51,695
Value$8.0M
Filed 2026-10-29
Telos Capital Management, Inc.
INCREASED
Shares49,269 from 25,856
Change+23,413 (+91%)
Value$7.6M (+$1.9M)
Filed 2026-11-02
Bahl & Gaynor LLC
DECREASED
Shares48,336 from 59,123
Change-10,787 (-18%)
Value$7.5M (-$5.6M)
Filed 2026-11-05
Henshaw Capital LLC
UNCHANGED
Shares48,145 from 48,145
Change0 (0%)
Value$7.5M (-$3.2M)
Filed 2026-11-03
Ferguson Wellman Capital Management, Inc
DECREASED
Shares46,016 from 297,237
Change-251,221 (-85%)
Value$7.1M (-$58.6M)
Filed 2026-10-05
MacKenzie Financial Corp
DECREASED
Shares45,140 from 105,670
Change-60,530 (-57%)
Value$7.0M (-$16.4M)
Filed 2026-11-02
Central Trust Co
DECREASED
Shares44,552 from 45,485
Change-933 (-2%)
Value$6.9M (-$3.2M)
Filed 2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares44,353 from 64,270
Change-19,917 (-31%)
Value$6.9M (-$7.3M)
Filed 2026-10-19
New York Life Investment Management LLC
NEW
Shares44,083
Change+44,083
Value$6.8M
Filed 2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares44,080 from 166,900
Change-122,820 (-74%)
Value$6.8M (-$30.1M)
Filed 2026-10-20
Lido Advisors, LLC
DECREASED
Shares43,931 from 48,075
Change-4,144 (-9%)
Value$6.8M (-$3.8M)
Filed 2026-11-04
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares43,888 from 43,977
Change-89 (0%)
Value$6.8M (-$2.9M)
Filed 2026-10-22
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares43,621 from 42,324
Change+1,297 (+3%)
Value$6.8M (-$2.6M)
Filed 2026-10-05
ARS Wealth Advisors Group, LLC
DECREASED
Shares42,921 from 45,906
Change-2,985 (-6%)
Value$6.7M (-$3.5M)
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares42,785 from 37,574
Change+5,211 (+14%)
Value$6.6M (-$1.7M)
Filed 2026-10-28
Mcrae Capital Management Inc
INCREASED
Shares42,562 from 27,085
Change+15,477 (+57%)
Value$6.6M (+$607.9K)
Filed 2026-10-15
Oppenheimer & Co Inc
INCREASED
Shares41,624 from 40,822
Change+802 (+2%)
Value$6.5M (-$2.6M)
Filed 2026-10-26
Northeast Investment Management
NEW
Shares41,548
Change+41,548
Value$6.4M
Filed 2026-10-30
Wallington Asset Management, LLC
DECREASED
Shares41,397 from 41,665
Change-268 (-1%)
Value$6.4M (-$2.8M)
Filed 2026-11-04
First Fiduciary Investment Counsel, Inc.
INCREASED
Shares41,324 from 41,070
Change+254 (+1%)
Value$6.4M (+$6.4M)
Filed 2026-10-27
Imc-Chicago, LLC
DECREASED
Shares41,085 from 47,532
Change-6,447 (-14%)
Value$6.4M (-$4.1M)
Filed 2026-11-05
Factory Mutual Insurance Co
DECREASED
Shares40,900 from 40,950
Change-50 (0%)
Value$6.3M (-$2.7M)
Filed 2026-10-30
HB Wealth Management, LLC
NEW
Shares39,593
Change+39,593
Value$6.1M
Filed 2026-10-23
Oregon Public Employees Retirement Fund
INCREASED
Shares38,985 from 38,939
Change+46 (+0%)
Value$6.0M (-$2.6M)
Filed 2026-10-30
Eagle Global Advisors LLC
DECREASED
Shares38,533 from 39,250
Change-717 (-2%)
Value$6.0M (-$2.7M)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
NEW
Shares38,351
Change+38,351
Value$5.9M
Filed 2026-10-23
Sawgrass Asset Management LLC
INCREASED
Shares38,326 from 4,710
Change+33,616 (+714%)
Value$5.9M (+$4.9M)
Filed 2026-11-03
Viewpoint Investment Partners Corp
NEW
Shares37,845
Change+37,845
Value$6.2M
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
DECREASED
Shares37,214 from 38,572
Change-1,358 (-4%)
Value$5.8M (-$2.8M)
Filed 2026-10-13
Buttonwood Financial Advisors Inc.
NEW
Shares36,631
Change+36,631
Value$5.7M
Filed 2026-10-13
iA Global Asset Management Inc.
DECREASED
Shares36,310 from 37,951
Change-1,641 (-4%)
Value$5.6M (+$5.6M)
Filed 2026-10-29
CapWealth Advisors, LLC
DECREASED
Shares36,097 from 37,264
Change-1,167 (-3%)
Value$5.6M (-$2.6M)
Filed 2026-10-05
Louisiana State Employees Retirement System
DECREASED
Shares35,550 from 36,550
Change-1,000 (-3%)
Value$5.5M (-$2.6M)
Filed 2026-10-20
Candriam S.C.A.
INCREASED
Shares34,628 from 32,919
Change+1,709 (+5%)
Value$5.4M (-$1.9M)
Filed 2026-11-03
Bank Pictet & Cie (Europe) AG
INCREASED
Shares34,468 from 26,367
Change+8,101 (+31%)
Value$5.3M (-$487.7K)
Filed 2026-10-20
NorthCrest Asset Manangement, LLC
INCREASED
Shares34,048 from 33,260
Change+788 (+2%)
Value$5.2M (-$2.2M)
Filed 2026-10-13
IFM Investors Pty Ltd
DECREASED
Shares34,018 from 76,851
Change-42,833 (-56%)
Value$5.3M (-$11.7M)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares32,885 from 9,446
Change+23,439 (+248%)
Value$5.1M (+$3.0M)
Filed 2026-10-21
Parsons Capital Management Inc
DECREASED
Shares32,557 from 33,442
Change-885 (-3%)
Value$5.0M (-$2.3M)
Filed 2026-10-28
Mutual of America Capital Management LLC
NEW
Shares32,363
Change+32,363
Value$5.0M
Filed 2026-10-23
Heritage Investors Management Corp
DECREASED
Shares31,938 from 33,650
Change-1,712 (-5%)
Value$4.9M (+$4.9M)
Filed 2026-10-29
Covea Finance
UNCHANGED
Shares31,400 from 31,400
Change0 (0%)
Value$4.9M (-$2.1M)
Filed 2026-10-21
Consolidated Investment Group LLC
INCREASED
Shares31,087 from 12,539
Change+18,548 (+148%)
Value$4.8M (+$2.0M)
Filed 2026-11-04
Philadelphia Trust Co
DECREASED
Shares30,921 from 58,134
Change-27,213 (-47%)
Value$4.8M (+$4.8M)
Filed 2026-11-05
Ceera Investments, LLC
NEW
Shares30,367
Change+30,367
Value$4.7M
Filed 2026-11-02
State of Alaska, Department of Revenue
DECREASED
Shares30,024 from 31,506
Change-1,482 (-5%)
Value$4.7K (-$2.3K)
Filed 2026-10-15
Farmers & Merchants Investments Inc
INCREASED
Shares29,717 from 24,667
Change+5,050 (+20%)
Value$4.6M (-$848.0K)
Filed 2026-10-22
Yousif Capital Management, LLC
DECREASED
Shares29,659 from 32,651
Change-2,992 (-9%)
Value$4.6M (-$2.6M)
Filed 2026-10-22
LEE Danner & Bass Inc
INCREASED
Shares29,562 from 22,383
Change+7,179 (+32%)
Value$4.6M (-$367.2K)
Filed 2026-10-27
Ledyard National Bank
INCREASED
Shares29,122 from 19,612
Change+9,510 (+48%)
Value$4.5M (+$177.3K)
Filed 2026-10-21
Saybrook Capital
INCREASED
Shares29,099 from 24,959
Change+4,140 (+17%)
Value$4.5M (-$1.0M)
Filed 2026-10-27
Virginia Retirement Systems ET Al
NEW
Shares28,842
Change+28,842
Value$4.5M
Filed 2026-10-28
Sky Investment Group LLC
INCREASED
Shares28,722 from 11,135
Change+17,587 (+158%)
Value$4.5M (+$2.0M)
Filed 2026-10-30
Violich Capital Management, Inc.
DECREASED
Shares28,224 from 28,862
Change-638 (-2%)
Value$4.4M (-$2.0M)
Filed 2026-10-05
Lyell Wealth Management, LP
DECREASED
Shares27,574 from 27,617
Change-43 (0%)
Value$4.3M (-$1.8M)
Filed 2026-10-30
Meitav Investment House LTD
INCREASED
Shares27,458 from 7,556
Change+19,902 (+263%)
Value$4.3M (+$2.6M)
Filed 2026-10-28
Edge Wealth Management LLC
DECREASED
Shares27,212 from 27,700
Change-488 (-2%)
Value$4.2M (-$1.9M)
Filed 2026-10-13
Waters Parkerson & Co., LLC
DECREASED
Shares26,740 from 28,143
Change-1,403 (-5%)
Value$4.1M (-$2.1M)
Filed 2026-11-04
Greenwood Capital Associates LLC
NEW
Shares26,598
Change+26,598
Value$4.1M
Filed 2026-10-27
Concurrent Investment Advisors, LLC
DECREASED
Shares26,581 from 30,653
Change-4,072 (-13%)
Value$4.1M (-$2.7M)
Filed 2026-10-16
Regions Financial Corp
NEW
Shares26,281
Change+26,281
Value$4.1M
Filed 2026-11-05
Griffin Asset Management, Inc.
DECREASED
Shares26,202 from 29,243
Change-3,041 (-10%)
Value$4.1M (-$2.4M)
Filed 2026-10-22
Albion Financial Group
DECREASED
Shares25,955 from 29,057
Change-3,102 (-11%)
Value$4.0M (-$2.4M)
Filed 2026-10-21
Costello Asset Management, Inc
INCREASED
Shares25,926 from 21,041
Change+4,885 (+23%)
Value$4.0M (-$634.0K)
Filed 2026-10-30
Stenger Family Office, LLC
INCREASED
Shares25,893 from 22,805
Change+3,088 (+14%)
Value$4.1M (-$945.9K)
Filed 2026-10-22
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares25,758 from 25,758
Change0 (0%)
Value$4.0M (-$1.7M)
Filed 2026-11-05
Quintet Private Bank (Europe) S.A.
INCREASED
Shares25,647 from 12,748
Change+12,899 (+101%)
Value$4.0M (+$1.2M)
Filed 2026-10-08
Cincinnati Casualty Co
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$3.9M (-$1.7M)
Filed 2026-11-03
Lazard Freres Gestion S.A.S.
DECREASED
Shares24,941 from 55,478
Change-30,537 (-55%)
Value$3.9M (+$3.9M)
Filed 2026-11-03
Cullen T Bankers, Inc.
DECREASED
Shares23,863 from 53,710
Change-29,847 (-56%)
Value$3.7M (-$8.2M)
Filed 2026-10-28
Banque Pictet & CIE SA
INCREASED
Shares23,590 from 16,477
Change+7,113 (+43%)
Value$3.7M (+$13.0K)
Filed 2026-10-16
Farther Finance Advisors, LLC
NEW
Shares23,454
Change+23,454
Value$3.6M
Filed 2026-10-08
McGuire Investment Group, LLC
INCREASED
Shares23,451 from 19,937
Change+3,514 (+18%)
Value$3.6M (-$773.5K)
Filed 2026-10-23
Live Oak Private Wealth LLC
INCREASED
Shares23,416 from 22,456
Change+960 (+4%)
Value$3.6M (-$1.3M)
Filed 2026-11-02
Wesbanco Bank Inc
DECREASED
Shares23,166 from 37,996
Change-14,830 (-39%)
Value$3.6M (-$4.8M)
Filed 2026-11-04
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares23,152 from 31,877
Change-8,725 (-27%)
Value$3.6M (-$3.5M)
Filed 2026-10-22
Third View Private Wealth, LLC
INCREASED
Shares23,088 from 5,619
Change+17,469 (+311%)
Value$3.6M (+$2.3M)
Filed 2026-10-30
Profund Advisors LLC
DECREASED
Shares22,828 from 24,902
Change-2,074 (-8%)
Value$3.5M (-$2.0M)
Filed 2026-10-29
Wealthcare Advisory Partners LLC
INCREASED
Shares22,736 from 14,352
Change+8,384 (+58%)
Value$3.5M (+$350.4K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
INCREASED
Shares22,704 from 21,603
Change+1,101 (+5%)
Value$3.5M (-$1.3M)
Filed 2026-10-30
Running Oak Capital LLC
DECREASED
Shares22,595 from 23,987
Change-1,392 (-6%)
Value$3.5M (-$1.8M)
Filed 2026-11-04
Whitener Capital Management, Inc.
NEW
Shares22,306
Change+22,306
Value$3.5M
Filed 2026-10-15
Schmidt P J Investment Management Inc
INCREASED
Shares22,178 from 10,761
Change+11,417 (+106%)
Value$3.4M (+$1.1M)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares21,601 from 28,228
Change-6,627 (-23%)
Value$3.3M (-$2.9M)
Filed 2026-10-23
Baxter Bros Inc
DECREASED
Shares21,516 from 22,374
Change-858 (-4%)
Value$3.3M (-$1.6M)
Filed 2026-11-04
Vision Capital Management, Inc.
INCREASED
Shares21,489 from 18,515
Change+2,974 (+16%)
Value$3.3M (-$763.1K)
Filed 2026-10-20
Wealth Advisory Solutions, LLC
NEW
Shares21,383
Change+21,383
Value$3.3M
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
DECREASED
Shares20,983 from 23,197
Change-2,214 (-10%)
Value$3.3M (-$1.9M)
Filed 2026-11-05
Chicago Capital, LLC
INCREASED
Shares20,787 from 10,907
Change+9,880 (+91%)
Value$3.2M (+$810.0K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares20,652 from 25,350
Change-4,698 (-19%)
Value$3.2M (-$2.4M)
Filed 2026-10-15
Perennial Advisors, LLC
DECREASED
Shares20,527 from 21,088
Change-561 (-3%)
Value$3.2M (-$1.5M)
Filed 2026-10-13
Independent Investors Inc
INCREASED
Shares20,373 from 5,373
Change+15,000 (+279%)
Value$3.2M (+$2.0M)
Filed 2026-10-30
Cohen Klingenstein LLC
UNCHANGED
Shares20,310 from 20,310
Change0 (0%)
Value$3.1M (-$1.3M)
Filed 2026-10-15
Parallel Advisors, LLC
DECREASED
Shares20,022 from 22,925
Change-2,903 (-13%)
Value$3.1M (-$2.0M)
Filed 2026-11-03
Maryland State Retirement & Pension System
INCREASED
Shares19,818 from 17,128
Change+2,690 (+16%)
Value$3.1M (-$715.5K)
Filed 2026-11-05
Two Point Capital Management, Inc.
DECREASED
Shares19,621 from 20,250
Change-629 (-3%)
Value$3.0M (-$1.4M)
Filed 2026-10-16
First American Bank
DECREASED
Shares19,279 from 19,946
Change-667 (-3%)
Value$3.0M (-$1.4M)
Filed 2026-10-27
Salem Investment Counselors Inc
DECREASED
Shares19,097 from 20,217
Change-1,120 (-6%)
Value$3.0M (-$1.5M)
Filed 2026-10-13
First Financial Bank - Trust Division
DECREASED
Shares19,086 from 19,176
Change-90 (0%)
Value$3.0M (-$1.4M)
Filed 2026-10-01
Citizens Financial Group Inc
DECREASED
Shares18,972 from 44,923
Change-25,951 (-58%)
Value$2.9M (-$7.0M)
Filed 2026-10-23
Patten & Patten Inc
DECREASED
Shares18,562 from 18,695
Change-133 (-1%)
Value$2.9M (-$1.3M)
Filed 2026-10-26
Iowa State Bank
NEW
Shares18,391
Change+18,391
Value$2.9M
Filed 2026-10-06
John G Ullman & Associates Inc
INCREASED
Shares18,296 from 14,645
Change+3,651 (+25%)
Value$2.8M (-$402.4K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares18,166 from 18,338
Change-172 (-1%)
Value$2.8M (-$1.2M)
Filed 2026-11-05
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares17,525 from 17,525
Change0 (0%)
Value$2.7M (-$1.2M)
Filed 2026-10-30
Fideuram Asset Management (Ireland) dac
NEW
Shares17,128
Change+17,128
Value$3.2M
Filed 2026-10-29
Hartford Investment Management Co
NEW
Shares16,955
Change+16,955
Value$2.6M
Filed 2026-11-04
AlphaCore Capital LLC
DECREASED
Shares16,861 from 17,410
Change-549 (-3%)
Value$2.6M (-$1.2M)
Filed 2026-11-04
Neville Rodie & Shaw Inc
DECREASED
Shares16,852 from 16,866
Change-14 (0%)
Value$2.6K (-$1.1K)
Filed 2026-10-05
Smithbridge Asset Management Inc
INCREASED
Shares16,571 from 16,213
Change+358 (+2%)
Value$2.6M (-$1.0M)
Filed 2026-10-19
DLK Investment Management, LLC
NEW
Shares16,432
Change+16,432
Value$2.5M
Filed 2026-10-09
Williams Jones Wealth Management, Llc.
DECREASED
Shares16,376 from 35,805
Change-19,429 (-54%)
Value$2.5M (-$5.4M)
Filed 2026-11-05
Inspire Investing, LLC
NEW
Shares16,251
Change+16,251
Value$2.5M
Filed 2026-10-22
Tompkins Financial Corp
NEW
Shares16,088
Change+16,088
Value$2.5M
Filed 2026-10-05
Linscomb Wealth, Inc.
DECREASED
Shares16,034 from 16,126
Change-92 (-1%)
Value$2.5M (-$1.1M)
Filed 2026-11-05
New Mexico Educational Retirement Board
UNCHANGED
Shares15,793 from 15,793
Change0 (0%)
Value$2.4M (+$2.4M)
Filed 2026-11-05
First Nebraska Trust Co
DECREASED
Shares15,760 from 16,236
Change-476 (-3%)
Value$2.4M (-$1.1M)
Filed 2026-10-30
First National Trust Co
DECREASED
Shares15,122 from 36,347
Change-21,225 (-58%)
Value$2.3M (-$5.7M)
Filed 2026-10-28
Nexus Investment Management ULC
DECREASED
Shares15,114 from 15,215
Change-101 (-1%)
Value$2.3M (-$1.0M)
Filed 2026-10-27
Jefferies Financial Group Inc.
DECREASED
Shares15,000 from 32,826
Change-17,826 (-54%)
Value$2.3M (-$4.9M)
Filed 2026-11-05
WD Rutherford LLC
INCREASED
Shares14,818 from 13,653
Change+1,165 (+9%)
Value$2.3M (-$722.1K)
Filed 2026-10-26
Compagnie Lombard Odier SCmA
DECREASED
Shares14,817 from 80,977
Change-66,160 (-82%)
Value$2.3M (-$15.6M)
Filed 2026-11-04
Founders Financial Securities LLC
INCREASED
Shares14,606 from 3,204
Change+11,402 (+356%)
Value$2.3M (+$1.6M)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED
Shares14,539 from 15,545
Change-1,006 (-6%)
Value$2.3M (-$1.2M)
Filed 2026-10-22
Ag2r LA Mondiale Gestion D'actifs
DECREASED
Shares14,134 from 14,184
Change-50 (0%)
Value$2.2M (-$945.5K)
Filed 2026-10-26
Meixler Investment Management, Ltd.
INCREASED
Shares14,092 from 12,079
Change+2,013 (+17%)
Value$2.2M (-$486.6K)
Filed 2026-11-03
JB Capital LLC
INCREASED
Shares14,050 from 13,287
Change+763 (+6%)
Value$2.2M (-$760.2K)
Filed 2026-10-19
Adell Harriman & Carpenter Inc
NEW
Shares13,740
Change+13,740
Value$2.1M
Filed 2026-11-02
Generali Asset Management SPA SGR
DECREASED
Shares13,732 from 15,892
Change-2,160 (-14%)
Value$2.1M (-$1.4M)
Filed 2026-10-26
Tokio Marine Asset Management Co LTD
INCREASED
Shares13,721 from 11,300
Change+2,421 (+21%)
Value$2.1M (-$371.9K)
Filed 2026-10-26
Hedges Asset Management LLC
INCREASED
Shares13,575 from 4,475
Change+9,100 (+203%)
Value$2.1M (+$1.1M)
Filed 2026-10-29
BigSur Wealth Management LLC
UNCHANGED
Shares13,555 from 13,555
Change0 (0%)
Value$2.1M (-$896.1K)
Filed 2026-10-13
Choreo, LLC
DECREASED
Shares13,551 from 15,523
Change-1,972 (-13%)
Value$2.1M (-$1.3M)
Filed 2026-10-28
Signet Investment Advisory Group, Inc.
INCREASED
Shares13,537 from 13,073
Change+464 (+4%)
Value$2.1M (-$792.4K)
Filed 2026-10-30
Brick & Kyle, Associates
NEW
Shares13,433
Change+13,433
Value$2.1M
Filed 2026-11-05
New Hampshire Trust
INCREASED
Shares13,379 from 8,368
Change+5,011 (+60%)
Value$2.1M (+$245.7K)
Filed 2026-10-20
Blue Trust, Inc.
DECREASED
Shares13,377 from 14,668
Change-1,291 (-9%)
Value$2.1M (-$1.2M)
Filed 2026-10-15
NBT Bank, N.A.
NEW
Shares13,308
Change+13,308
Value$2.1M
Filed 2026-10-21
Flagship Harbor Advisors, LLC
INCREASED
Shares13,288 from 12,833
Change+455 (+4%)
Value$2.1M (-$777.8K)
Filed 2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares13,220 from 16,873
Change-3,653 (-22%)
Value$2.0M (+$2.0M)
Filed 2026-10-22
Pathway Financial Advisors LLC
NEW
Shares13,205
Change+13,205
Value$2.0M
Filed 2026-10-07
TrinityBridge Ltd
DECREASED
Shares13,033 from 26,972
Change-13,939 (-52%)
Value$2.0M (+$2.0M)
Filed 2026-10-30
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares12,991 from 12,982
Change+9 (+0%)
Value$2.0M (-$857.0K)
Filed 2026-10-22
NovaPoint Capital, LLC
DECREASED
Shares12,799 from 13,058
Change-259 (-2%)
Value$2.0M (-$903.4K)
Filed 2026-10-22
Cox Capital Mgt LLC
INCREASED
Shares12,590 from 4,809
Change+7,781 (+162%)
Value$2.0M (+$887.9K)
Filed 2026-10-07
Rossmore Private Capital
DECREASED
Shares12,180 from 12,379
Change-199 (-2%)
Value$1.9M (-$849.2K)
Filed 2026-10-27
Lynch & Associates
DECREASED
Shares12,131 from 12,762
Change-631 (-5%)
Value$1.9M (-$941.5K)
Filed 2026-10-13
Bokf, NA
NEW
Shares12,120
Change+12,120
Value$1.9M
Filed 2026-10-27
Daymark Wealth Partners, LLC
DECREASED
Shares11,969 from 16,828
Change-4,859 (-29%)
Value$1.9M (-$1.9M)
Filed 2026-11-04
TD Private Client Wealth LLC
DECREASED
Shares11,839 from 15,440
Change-3,601 (-23%)
Value$1.8M (-$1.6M)
Filed 2026-10-28
Bensler, LLC
INCREASED
Shares11,780 from 10,680
Change+1,100 (+10%)
Value$1.8M (-$535.6K)
Filed 2026-11-05
Crossmark Global Holdings, Inc.
NEW
Shares11,489
Change+11,489
Value$1.8M
Filed 2026-10-21
Romano Brothers and Company
DECREASED
Shares11,337 from 11,539
Change-202 (-2%)
Value$1.8M (-$794.1K)
Filed 2026-10-22
Goelzer Investment Management, Inc.
DECREASED
Shares11,253 from 11,788
Change-535 (-5%)
Value$1.7M (-$862.2K)
Filed 2026-10-16
Marks Group Wealth Management, Inc
DECREASED
Shares11,186 from 13,135
Change-1,949 (-15%)
Value$1.7M (-$1.2M)
Filed 2026-11-05
Benedict Financial Advisors Inc
DECREASED
Shares11,035 from 13,314
Change-2,279 (-17%)
Value$1.7M (-$1.2M)
Filed 2026-10-07
MGO One Seven LLC
INCREASED
Shares10,907 from 9,616
Change+1,291 (+13%)
Value$1.7M (-$435.6K)
Filed 2026-10-28
Berkeley, Inc
NEW
Shares10,872
Change+10,872
Value$1.7M
Filed 2026-10-20
China Universal Asset Management Co., Ltd.
INCREASED
Shares10,676 from 9,540
Change+1,136 (+12%)
Value$1.7M (-$449.6K)
Filed 2026-10-28
Vise Technologies, Inc.
DECREASED
Shares10,573 from 13,340
Change-2,767 (-21%)
Value$1.6M (-$1.3M)
Filed 2026-10-29
GS Investments, Inc.
INCREASED
Shares10,542 from 4,935
Change+5,607 (+114%)
Value$1.6M (+$542.7K)
Filed 2026-11-05
PKO Investment Management Joint-Stock Co
UNCHANGED
Shares10,500 from 10,500
Change0 (0%)
Value$1.6M (-$694.2K)
Filed 2026-10-19
Caldwell Trust Co
DECREASED
Shares10,473 from 11,143
Change-670 (-6%)
Value$1.6M (-$840.5K)
Filed 2026-10-30
Howard Capital Management, LLC
UNCHANGED
Shares10,409 from 10,409
Change0 (0%)
Value$1.6M (-$688.1K)
Filed 2026-10-16
Providence Wealth Advisors, LLC
NEW
Shares10,328
Change+10,328
Value$1.6M
Filed 2026-10-29
Ascentis Independent Advisors
INCREASED
Shares10,273 from 55
Change+10,218 (+18578%)
Value$1.6M (+$1.6M)
Filed 2026-11-03
Folger Nolan Fleming Douglas Capital Management, Inc
NEW
Shares10,249
Change+10,249
Value$1.6M
Filed 2026-10-13
Brookmont Capital Management
INCREASED
Shares10,205 from 10,147
Change+58 (+1%)
Value$1.6M (-$661.8K)
Filed 2026-10-23
Studio Investment Management LLC
DECREASED
Shares9,957 from 10,022
Change-65 (-1%)
Value$1.5M (-$672.6K)
Filed 2026-10-22
Ashurst Perkins Coie Trust Co
NEW
Shares9,946
Change+9,946
Value$1.5M
Filed 2026-10-15
Busey Bank
NEW
Shares9,914
Change+9,914
Value$1.5M
Filed 2026-10-26
Equitable Trust Co
INCREASED
Shares9,821 from 6,737
Change+3,084 (+46%)
Value$1.5M (+$32.7K)
Filed 2026-10-13
Hanson & Doremus Investment Management
INCREASED
Shares9,818 from 7,233
Change+2,585 (+36%)
Value$1.5K (-$78)
Filed 2026-10-16
Sage Capital Advisors,llc
DECREASED
Shares9,796 from 12,663
Change-2,867 (-23%)
Value$1.5M (-$1.3M)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED
Shares9,742 from 13,754
Change-4,012 (-29%)
Value$1.5M (-$1.5M)
Filed 2026-11-05
North Dakota State Investment Board
NEW
Shares9,719
Change+9,719
Value$1.5M
Filed 2026-10-27
Cypress Asset Management Inc
DECREASED
Shares9,681 from 12,141
Change-2,460 (-20%)
Value$1.5M (-$1.2M)
Filed 2026-10-09
Perigon Wealth Management, LLC
DECREASED
Shares9,664 from 13,458
Change-3,794 (-28%)
Value$1.5M (-$1.5M)
Filed 2026-10-22
Scott & Selber, Inc.
DECREASED
Shares9,633 from 9,654
Change-21 (0%)
Value$1.5M (-$641.5K)
Filed 2026-10-21
Fractal Investments LLC
NEW
Shares9,550
Change+9,550
Value$1.5M
Filed 2026-10-28
Kanawha Capital Management LLC
DECREASED
Shares9,421 from 9,451
Change-30 (0%)
Value$1.5M (-$629.5K)
Filed 2026-10-19
Werlinich Asset Management, LLC
INCREASED
Shares9,412 from 6,686
Change+2,726 (+41%)
Value$1.5M (-$19.6K)
Filed 2026-10-09
HUB Investment Partners, LLC
INCREASED
Shares9,409 from 7,311
Change+2,098 (+29%)
Value$1.5M (-$158.2K)
Filed 2026-11-03
SevenBridge Financial Group, LLC
DECREASED
Shares9,340 from 9,698
Change-358 (-4%)
Value$1.5M (-$140.7K)
Filed 2026-10-26
Mcdonald Partners LLC
DECREASED
Shares9,319 from 10,923
Change-1,604 (-15%)
Value$1.4M (-$970.6K)
Filed 2026-11-03
Autumn Glory Partners, LLC
INCREASED
Shares9,260 from 6,272
Change+2,988 (+48%)
Value$1.4M (+$48.4K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares9,241 from 12,623
Change-3,382 (-27%)
Value$1.4M (-$1.4M)
Filed 2026-10-15
First Citizens Bank & Trust Co
NEW
Shares9,239
Change+9,239
Value$1.4M
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares9,150 from 11,757
Change-2,607 (-22%)
Value$1.4M (-$1.2M)
Filed 2026-10-21
Shepherd Financial Partners LLC
DECREASED
Shares9,093 from 9,174
Change-81 (-1%)
Value$1.4M (-$619.0K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
NEW
Shares9,001
Change+9,001
Value$1.4M
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares8,967 from 10,488
Change-1,521 (-14%)
Value$1.4M (-$929.1K)
Filed 2026-10-20
Financial Enhancement Group LLC
NEW
Shares8,834
Change+8,834
Value$1.4M
Filed 2026-10-08
Venture Visionary Partners LLC
INCREASED
Shares8,815 from 8,018
Change+797 (+10%)
Value$1.4M (-$406.6K)
Filed 2026-10-07
Sawyer & Company, Inc
DECREASED
Shares8,808 from 8,969
Change-161 (-2%)
Value$1.4M (-$617.8K)
Filed 2026-10-21
Lineweaver Wealth Advisors, LLC
NEW
Shares8,763
Change+8,763
Value$1.4M
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares8,760 from 6,804
Change+1,956 (+29%)
Value$1.4M (-$140.6K)
Filed 2026-10-13
Trust Co of Toledo NA
NEW
Shares8,736
Change+8,736
Value$1.4M
Filed 2026-10-16
Bill Few Associates, Inc.
NEW
Shares8,691
Change+8,691
Value$1.3M
Filed 2026-10-09
Brookstone Capital Management
DECREASED
Shares8,688 from 10,977
Change-2,289 (-21%)
Value$1.3M (-$1.1M)
Filed 2026-10-22
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares8,632 from 8,850
Change-218 (-2%)
Value$1.3M (-$618.9K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED
Shares8,557 from 8,870
Change-313 (-4%)
Value$1.3M (-$634.9K)
Filed 2026-10-08
White Pine Investment Co
DECREASED
Shares8,548 from 8,925
Change-377 (-4%)
Value$1.3K (-$648)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED
Shares8,397 from 7,948
Change+449 (+6%)
Value$1.3M (-$455.9K)
Filed 2026-10-23
Lynx Capital Group LTD
INCREASED
Shares8,369 from 8,361
Change+8 (+0%)
Value$1.3M (-$551.5K)
Filed 2026-11-04
Exchange Traded Concepts, LLC
INCREASED
Shares8,303 from 6,717
Change+1,586 (+24%)
Value$1.3M (-$198.3K)
Filed 2026-10-28
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares8,298 from 35,700
Change-27,402 (-77%)
Value$1.3M (-$6.6M)
Filed 2026-10-30
Verdence Capital Advisors LLC
INCREASED
Shares8,262 from 7,880
Change+382 (+5%)
Value$1.3M (-$461.7K)
Filed 2026-10-26
Brighton Jones LLC
DECREASED
Shares8,257 from 10,565
Change-2,308 (-22%)
Value$1.3M (-$1.1M)
Filed 2026-11-03
Columbia Asset Management
INCREASED
Shares8,210 from 6,276
Change+1,934 (+31%)
Value$1.3M (-$115.2K)
Filed 2026-10-19
Brown, Lisle Ings, Inc.
DECREASED
Shares8,189 from 8,229
Change-40 (0%)
Value$1.3M (-$550.2K)
Filed 2026-10-16
Great Waters Wealth Management
NEW
Shares8,158
Change+8,158
Value$1.3M
Filed 2026-10-07
Pittenger & Anderson Inc
DECREASED
Shares8,150 from 33,613
Change-25,463 (-76%)
Value$1.3M (-$6.2M)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED
Shares8,138 from 9,923
Change-1,785 (-18%)
Value$1.3M (-$932.6K)
Filed 2026-10-20
AMG National Trust Bank
INCREASED
Shares8,125 from 4,982
Change+3,143 (+63%)
Value$1.3M (+$159.7K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares8,115 from 11,486
Change-3,371 (-29%)
Value$1.3M (-$1.3M)
Filed 2026-11-03
Home Federal Bank of Tennessee
INCREASED
Shares8,060 from 7,927
Change+133 (+2%)
Value$1.2M (-$495.1K)
Filed 2026-10-15
Carnegie Investment Counsel
DECREASED
Shares8,029 from 8,911
Change-882 (-10%)
Value$1.2M (-$725.2K)
Filed 2026-10-20
Valeo Financial Advisors, LLC
DECREASED
Shares7,992 from 8,129
Change-137 (-2%)
Value$1.2M (-$558.6K)
Filed 2026-10-08
BAR Harbor Wealth Management
NEW
Shares7,901
Change+7,901
Value$1.2M
Filed 2026-10-21
Stanley-Laman Group, Ltd.
DECREASED
Shares7,900 from 8,098
Change-198 (-2%)
Value$1.2M (-$566.0K)
Filed 2026-10-20
Leisure Capital Management
DECREASED
Shares7,898 from 8,004
Change-106 (-1%)
Value$1.2M (-$545.6K)
Filed 2026-11-03
CenterBook Partners LP
INCREASED
Shares7,839 from 3,067
Change+4,772 (+156%)
Value$1.2M (+$536.8K)
Filed 2026-11-02
TCI Wealth Advisors, Inc.
INCREASED
Shares7,675 from 7,584
Change+91 (+1%)
Value$1.2M (-$487.3K)
Filed 2026-10-30
Canandaigua National Bank & Trust Co
NEW
Shares7,659
Change+7,659
Value$1.2M
Filed 2026-10-07
Ethic Inc.
DECREASED
Shares7,645 from 11,747
Change-4,102 (-35%)
Value$1.2M (-$1.4M)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares7,630 from 4,670
Change+2,960 (+63%)
Value$1.2M (+$150.0K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares7,573 from 8,038
Change-465 (-6%)
Value$1.2M (-$603.5K)
Filed 2026-10-14
Congress Park Capital LLC
INCREASED
Shares7,534 from 6,882
Change+652 (+9%)
Value$1.2M (-$353.9K)
Filed 2026-10-13
Sterling Investment Advisors, Ltd.
DECREASED
Shares7,522 from 8,685
Change-1,163 (-13%)
Value$1.2M (-$754.4K)
Filed 2026-10-27
Laurel Wealth Advisors LLC
DECREASED
Shares7,462 from 7,934
Change-472 (-6%)
Value$1.2M (-$597.7K)
Filed 2026-10-27
Avity Investment Management Inc.
DECREASED
Shares7,293 from 7,343
Change-50 (-1%)
Value$1.1M (-$493.2K)
Filed 2026-10-09
Bfsg, LLC
DECREASED
Shares7,291 from 7,488
Change-197 (-3%)
Value$1.1M (-$525.6K)
Filed 2026-10-30
Chicago Trust Co NA
NEW
Shares7,222
Change+7,222
Value$1.1M
Filed 2026-10-28
Palisade Asset Management, LLC
DECREASED
Shares7,209 from 7,392
Change-183 (-2%)
Value$1.1M (-$517.0K)
Filed 2026-11-03
Pflug Koory, LLC
DECREASED
Shares7,161 from 7,232
Change-71 (-1%)
Value$1.1M (-$489.1K)
Filed 2026-10-26
Moneco Advisors, LLC
INCREASED
Shares7,114 from 5,094
Change+2,020 (+40%)
Value$1.1M (-$23.7K)
Filed 2026-11-05
Kornitzer Capital Management Inc
DECREASED
Shares7,107 from 12,242
Change-5,135 (-42%)
Value$1.1M (-$1.6M)
Filed 2026-11-03
Cornerstone Planning, LLC
NEW
Shares6,959
Change+6,959
Value$1.4M
Filed 2026-10-27
Claro Advisors Inc.
DECREASED
Shares6,867 from 6,889
Change-22 (0%)
Value$1.1M (-$458.9K)
Filed 2026-11-02
Bull Street Advisors, LLC
DECREASED
Shares6,859 from 6,888
Change-29 (0%)
Value$1.1M (+$1.1M)
Filed 2026-10-20
PFG Advisors
DECREASED
Shares6,846 from 7,270
Change-424 (-6%)
Value$1.1M (-$546.3K)
Filed 2026-10-16
Wendell David Associates Inc
DECREASED
Shares6,782 from 6,832
Change-50 (-1%)
Value$1.1M (+$1.0M)
Filed 2026-10-27
Bdf-Gestion
DECREASED
Shares6,733 from 7,587
Change-854 (-11%)
Value$1.0M (-$4.4M)
Filed 2026-10-19
Park Avenue Securities LLC
DECREASED
Shares6,687 from 9,453
Change-2,766 (-29%)
Value$1.0M (+$1.0M)
Filed 2026-10-26
Tema Etfs LLC
DECREASED
Shares6,639 from 14,892
Change-8,253 (-55%)
Value$1.0M (-$2.3M)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares6,608
Change+6,608
Value$1.0K
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares6,583 from 8,319
Change-1,736 (-21%)
Value$1.0M (-$819.0K)
Filed 2026-10-13
Fruth Investment Management
INCREASED
Shares6,550 from 4,900
Change+1,650 (+34%)
Value$1.0K (-$68)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
DECREASED
Shares6,535 from 11,469
Change-4,934 (-43%)
Value$1.0M (-$1.5M)
Filed 2026-10-13
SP Asset Management LLC
DECREASED
Shares6,527 from 11,194
Change-4,667 (-42%)
Value$1.0M (-$1.5M)
Filed 2026-11-05
Axiom Investment Management LLC
DECREASED
Shares6,504 from 6,716
Change-212 (-3%)
Value$1.0M (-$476.8K)
Filed 2026-11-03
KTF Investments, LLC
DECREASED
Shares6,406 from 9,739
Change-3,333 (-34%)
Value$992.7K (-$1.2M)
Filed 2026-10-23
Montag A & Associates Inc
DECREASED
Shares6,391 from 8,425
Change-2,034 (-24%)
Value$990.4K (-$872.1K)
Filed 2026-10-29
Grove Bank & Trust
NEW
Shares6,327
Change+6,327
Value$980.5K
Filed 2026-10-08
Eastern Bank
NEW
Shares6,319
Change+6,319
Value$979.3K
Filed 2026-10-05
Waldron Private Wealth LLC
DECREASED
Shares6,318 from 6,331
Change-13 (0%)
Value$979.1K (-$420.6K)
Filed 2026-11-02
ASO Group Ltd
NEW
Shares6,300
Change+6,300
Value$976.0K
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares6,297 from 8,843
Change-2,546 (-29%)
Value$975.8K (-$979.2K)
Filed 2026-11-03
Chemung Canal Trust Co
DECREASED
Shares6,281 from 6,604
Change-323 (-5%)
Value$973.4K (-$483.1K)
Filed 2026-11-04
Vontobel Holding Ltd.
DECREASED
Shares6,261 from 59,787
Change-53,526 (-90%)
Value$970.3K (-$12.2M)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares6,246 from 10,319
Change-4,073 (-39%)
Value$968.0K (+$965.7K)
Filed 2026-10-22
Boston Trust Walden Corp
DECREASED
Shares6,190 from 6,607
Change-417 (-6%)
Value$959.3K (-$501.5K)
Filed 2026-10-30
Clear Harbor Asset Management, LLC
DECREASED
Shares6,158 from 8,781
Change-2,623 (-30%)
Value$954.3K (-$987.0K)
Filed 2026-11-05
Hohimer Wealth Management, LLC
NEW
Shares6,146
Change+6,146
Value$952.5K
Filed 2026-11-04
Old National Bancorp
DECREASED
Shares6,096 from 8,667
Change-2,571 (-30%)
Value$944.7K (-$971.5K)
Filed 2026-10-20
Harbour Capital Advisors, LLC
DECREASED
Shares6,075 from 6,247
Change-172 (-3%)
Value$941.4K (-$437.6K)
Filed 2026-10-13
Chilton Capital Management LLC
DECREASED
Shares6,065 from 6,165
Change-100 (-2%)
Value$939.9K (-$423.1K)
Filed 2026-10-28
BLB&B Advisors, LLC
DECREASED
Shares5,985 from 6,969
Change-984 (-14%)
Value$927.5K (-$613.2K)
Filed 2026-10-27
NTV Asset Management LLC
DECREASED
Shares5,950 from 9,395
Change-3,445 (-37%)
Value$922.1K (-$1.2M)
Filed 2026-10-23
Petredis Investment Advisors LLC
INCREASED
Shares5,948 from 5,928
Change+20 (+0%)
Value$921.8K (-$388.8K)
Filed 2026-10-20
Norway Savings Bank
NEW
Shares5,898
Change+5,898
Value$914.0K
Filed 2026-10-20
Northcape Wealth Management, LLC
INCREASED
Shares5,882 from 5,752
Change+130 (+2%)
Value$911.5K (-$360.0K)
Filed 2026-11-04
KCM Investment Advisors LLC
DECREASED
Shares5,853 from 6,267
Change-414 (-7%)
Value$907.0K (-$478.5K)
Filed 2026-10-27
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares5,775 from 5,646
Change+129 (+2%)
Value$894.9K (-$353.2K)
Filed 2026-10-22
Hixon Zuercher, LLC
INCREASED
Shares5,770 from 5,736
Change+34 (+1%)
Value$894.2K (-$373.9K)
Filed 2026-10-13
Cooper Financial Group
INCREASED
Shares5,769 from 2,251
Change+3,518 (+156%)
Value$894.0K (+$396.4K)
Filed 2026-10-07
Stackstone Wealth, LLC
NEW
Shares5,754
Change+5,754
Value$891.7K
Filed 2026-10-19
Ellsworth Advisors, LLC
DECREASED
Shares5,717 from 5,749
Change-32 (-1%)
Value$886.0K (-$336.0K)
Filed 2026-10-15
Cane Capital Partners, LLC
INCREASED
Shares5,668 from 2,558
Change+3,110 (+122%)
Value$878.4K (+$312.8K)
Filed 2026-10-23
HCR Wealth Advisors
NEW
Shares5,661
Change+5,661
Value$877.3K
Filed 2026-10-15
Trust Point Inc.
NEW
Shares5,633
Change+5,633
Value$873.0K
Filed 2026-10-27
Valley National Advisers Inc
INCREASED
Shares5,607 from 2,980
Change+2,627 (+88%)
Value$868.9K (+$210.1K)
Filed 2026-10-23
Hartford Financial Management Inc.
DECREASED
Shares5,598 from 6,056
Change-458 (-8%)
Value$867.5K (-$471.3K)
Filed 2026-10-21
Wedmont Private Capital
INCREASED
Shares5,588 from 4,582
Change+1,006 (+22%)
Value$860.6K (-$150.9K)
Filed 2026-10-09
North Star Investment Management Corp.
INCREASED
Shares5,580 from 5,532
Change+48 (+1%)
Value$864.7K (-$358.3K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares5,532 from 14,251
Change-8,719 (-61%)
Value$857.3K (-$2.3M)
Filed 2026-10-23
Penn Davis Mcfarland Inc
DECREASED
Shares5,513 from 5,765
Change-252 (-4%)
Value$854.4K (-$420.1K)
Filed 2026-10-23
Mount Vernon Associates Inc
DECREASED
Shares5,513 from 5,763
Change-250 (-4%)
Value$854.0K (+$852.7K)
Filed 2026-10-26
DT Investment Partners, LLC
INCREASED
Shares5,502 from 5,444
Change+58 (+1%)
Value$852.6K (-$350.8K)
Filed 2026-10-27
Magnus Financial Group LLC
INCREASED
Shares5,487 from 5,353
Change+134 (+3%)
Value$850.3K (-$333.1K)
Filed 2026-10-21
Principle Wealth Partners LLC
DECREASED
Shares5,484 from 8,231
Change-2,747 (-33%)
Value$850.0K (-$969.7K)
Filed 2026-11-02
Iams Wealth Management, LLC
INCREASED
Shares5,467 from 5,464
Change+3 (+0%)
Value$847.2K (-$360.8K)
Filed 2026-10-15
Capital Asset Advisory Services LLC
DECREASED
Shares5,420 from 6,104
Change-684 (-11%)
Value$869.4K (-$480.2K)
Filed 2026-10-30
Indivisible Partners
INCREASED
Shares5,412 from 3,632
Change+1,780 (+49%)
Value$838.8K (+$35.8K)
Filed 2026-10-26
Private Trust Co NA
DECREASED
Shares5,402 from 5,932
Change-530 (-9%)
Value$837.1K (-$474.5K)
Filed 2026-10-20
Modera Wealth Management, LLC
DECREASED
Shares5,294 from 5,326
Change-32 (-1%)
Value$820.4K (-$357.1K)
Filed 2026-10-28
Gamma Investing LLC
DECREASED
Shares5,259 from 5,619
Change-360 (-6%)
Value$815.0K (-$427.3K)
Filed 2026-10-08
Old Port Advisors
DECREASED
Shares5,257 from 5,268
Change-11 (0%)
Value$814.7K (-$350.0K)
Filed 2026-10-23
First United Bank & Trust
DECREASED
Shares5,243 from 5,268
Change-25 (0%)
Value$812.5K (-$352.1K)
Filed 2026-10-22
Mechanics Bank Trust Department
DECREASED
Shares5,238 from 5,584
Change-346 (-6%)
Value$811.7K (-$422.9K)
Filed 2026-10-13
Confluence Wealth Services, Inc.
INCREASED
Shares5,212 from 5,140
Change+72 (+1%)
Value$807.7K (-$328.6K)
Filed 2026-11-05
Penobscot Investment Management Company, Inc.
DECREASED
Shares5,190 from 6,001
Change-811 (-14%)
Value$804.3K (-$522.4K)
Filed 2026-10-26
Citizens National Bank Trust Department
NEW
Shares5,188
Change+5,188
Value$803.9K
Filed 2026-11-04
Washington Trust Co
DECREASED
Shares5,185 from 35,573
Change-30,388 (-85%)
Value$803.5K (-$7.0M)
Filed 2026-10-22
Coastline Trust Co
NEW
Shares5,140
Change+5,140
Value$796.5K
Filed 2026-10-01
Globalt Investments LLC / GA
DECREASED
Shares5,118 from 5,320
Change-202 (-4%)
Value$793.1K (-$383.1K)
Filed 2026-10-27
Nordwand Advisors, LLC
DECREASED
Shares5,112 from 6,237
Change-1,125 (-18%)
Value$792.2K (-$586.7K)
Filed 2026-11-05
Harbor Capital Advisors, Inc.
NEW
Shares5,096
Change+5,096
Value$790.0K
Filed 2026-10-22
Curbstone Financial Management Corp
DECREASED
Shares5,074 from 5,182
Change-108 (-2%)
Value$786.3K (-$359.3K)
Filed 2026-10-21
Slow Capital, Inc.
DECREASED
Shares5,047 from 5,530
Change-483 (-9%)
Value$782.1K (-$440.4K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares5,040 from 5,121
Change-81 (-2%)
Value$781.0K (-$351.1K)
Filed 2026-10-26
Meridian Investment Counsel Inc.
INCREASED
Shares5,005 from 4,955
Change+50 (+1%)
Value$775.6K (-$319.8K)
Filed 2026-10-14
Grey Ledge Advisors, LLC
DECREASED
Shares4,995 from 5,015
Change-20 (0%)
Value$774.1K (-$334.6K)
Filed 2026-11-02
Aviance Capital Partners, LLC
DECREASED
Shares4,987 from 5,165
Change-178 (-3%)
Value$772.8K (-$369.0K)
Filed 2026-10-29
Impact Capital Partners LLC
DECREASED
Shares4,967 from 5,197
Change-230 (-4%)
Value$769.7K (-$379.2K)
Filed 2026-10-22
Signaturefd, LLC
DECREASED
Shares4,941 from 6,298
Change-1,357 (-22%)
Value$765.7K (-$626.5K)
Filed 2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares4,861 from 10,280
Change-5,419 (-53%)
Value$753.3K (-$1.5M)
Filed 2026-10-23
Northstar Asset Management Co
DECREASED
Shares4,849 from 4,861
Change-12 (0%)
Value$787.8K (-$204.2K)
Filed 2026-10-22
Welch & Forbes LLC
DECREASED
Shares4,811 from 4,815
Change-4 (0%)
Value$745.6K (-$318.4K)
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares4,796 from 5,480
Change-684 (-12%)
Value$743.2K (-$468.3K)
Filed 2026-10-27
Mystic Asset Management, Inc.
DECREASED
Shares4,755 from 5,340
Change-585 (-11%)
Value$736.9K (-$443.7K)
Filed 2026-10-15
Assenagon Asset Management S.A.
DECREASED
Shares4,752 from 10,961
Change-6,209 (-57%)
Value$736.4K (-$1.7M)
Filed 2026-10-15
Beutel, Goodman & Co Ltd.
DECREASED
Shares4,736 from 10,573
Change-5,837 (-55%)
Value$733.0K (+$730.7K)
Filed 2026-11-04
Raab & Moskowitz Asset Management LLC
DECREASED
Shares4,732 from 4,782
Change-50 (-1%)
Value$733.3K (-$323.9K)
Filed 2026-11-02
Dillon & Associates Inc
INCREASED
Shares4,669 from 3,277
Change+1,392 (+42%)
Value$724.0K (+$723.3K)
Filed 2026-10-22
Toth Financial Advisory Corp
DECREASED
Shares4,655 from 14,124
Change-9,469 (-67%)
Value$721.4K (-$2.4M)
Filed 2026-10-08
JFS Wealth Advisors, LLC
DECREASED
Shares4,645 from 4,674
Change-29 (-1%)
Value$719.8K (-$313.5K)
Filed 2026-11-03
Oakmont Investment Advisors, Inc.
DECREASED
Shares4,628 from 4,633
Change-5 (0%)
Value$717.0K (-$307.2K)
Filed 2026-10-21
GC Wealth Management RIA, LLC
DECREASED
Shares4,579 from 4,633
Change-54 (-1%)
Value$709.6K (-$314.7K)
Filed 2026-11-02
IVC Wealth Advisors LLC
INCREASED
Shares4,566 from 1,139
Change+3,427 (+301%)
Value$707.6K (+$455.8K)
Filed 2026-10-23
J. Derek Lewis & Associates Inc.
DECREASED
Shares4,566 from 5,081
Change-515 (-10%)
Value$707.6K (-$415.7K)
Filed 2026-11-03
Ipswich Investment Management Co., Inc.
NEW
Shares4,535
Change+4,535
Value$702.8K
Filed 2026-10-13
Advisors Management Group Inc
DECREASED
Shares4,499 from 4,550
Change-51 (-1%)
Value$697.0K (+$696.0K)
Filed 2026-11-05
AdvisorNet Financial, Inc
INCREASED
Shares4,487 from 3,726
Change+761 (+20%)
Value$703.2K (-$120.5K)
Filed 2026-10-15
Fulton Bank, N.A.
NEW
Shares4,475
Change+4,475
Value$693.5K
Filed 2026-10-14
Capital Investment Advisory Services, LLC
DECREASED
Shares4,464 from 5,533
Change-1,069 (-19%)
Value$691.7K (-$531.6K)
Filed 2026-10-30
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares4,455 from 3,273
Change+1,182 (+36%)
Value$690.4K (-$33.2K)
Filed 2026-10-14
Spirit of America Management Corp
UNCHANGED
Shares4,425 from 4,425
Change0 (0%)
Value$685.7K (-$292.5K)
Filed 2026-10-14
Signal Advisors Wealth, LLC
INCREASED
Shares4,423 from 1,016
Change+3,407 (+335%)
Value$685.4K (+$460.8K)
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares4,358 from 5,886
Change-1,528 (-26%)
Value$675.4K (-$625.9K)
Filed 2026-11-04
Baker Tilly Wealth Management, LLC
INCREASED
Shares4,354 from 1,275
Change+3,079 (+241%)
Value$674.7K (+$392.9K)
Filed 2026-10-05
PFS Partners, LLC
INCREASED
Shares4,326 from 4,036
Change+290 (+7%)
Value$670.4K (-$221.9K)
Filed 2026-10-21
Orca Wealth Management, LLC
INCREASED
Shares4,322 from 3,606
Change+716 (+20%)
Value$669.8K (-$127.5K)
Filed 2026-10-14
Montchanin Asset Management, LLC
UNCHANGED
Shares4,307 from 4,307
Change0 (0%)
Value$667.0K (+$666.0K)
Filed 2026-11-02
B&D White Capital Company, LLC
NEW
Shares4,300
Change+4,300
Value$666.4K
Filed 2026-11-02
Elevated Capital Advisors, LLC
INCREASED
Shares4,296 from 1,633
Change+2,663 (+163%)
Value$665.8K (+$304.7K)
Filed 2026-11-04
Cullinan Associates Inc
DECREASED
Shares4,295 from 4,345
Change-50 (-1%)
Value$665.6K (-$295.0K)
Filed 2026-11-03
MTM Investment Management, LLC
DECREASED
Shares4,264 from 4,292
Change-28 (-1%)
Value$660.8K (-$288.1K)
Filed 2026-10-30
Patten Group, Inc.
INCREASED
Shares4,233 from 3,283
Change+950 (+29%)
Value$656.0K (-$69.8K)
Filed 2026-10-26
Elyxium Wealth, LLC
DECREASED
Shares4,225 from 4,569
Change-344 (-8%)
Value$654.7K (-$355.3K)
Filed 2026-10-27
Baker Ellis Asset Management LLC
DECREASED
Shares4,217 from 4,269
Change-52 (-1%)
Value$653.5K (-$290.3K)
Filed 2026-10-14
Elco Management Co., LLC
NEW
Shares4,147
Change+4,147
Value$642.7K
Filed 2026-10-14
Guyasuta Investment Advisors Inc
DECREASED
Shares4,120 from 5,498
Change-1,378 (-25%)
Value$638.4K (-$577.1K)
Filed 2026-10-15
Grimes & Co Wealth Management, LLC
DECREASED
Shares4,088 from 4,927
Change-839 (-17%)
Value$633.5K (-$455.7K)
Filed 2026-10-29
Tectonic Advisors LLC
INCREASED
Shares3,992 from 1,540
Change+2,452 (+159%)
Value$618.6K (+$278.2K)
Filed 2026-10-22
MCF Advisors LLC
DECREASED
Shares3,977 from 4,223
Change-246 (-6%)
Value$616.3K (-$317.2K)
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares3,975 from 3,189
Change+786 (+25%)
Value$616.0K (-$89.0K)
Filed 2026-11-05
RMR Wealth Builders
INCREASED
Shares3,964 from 3,787
Change+177 (+5%)
Value$614.3K (-$222.9K)
Filed 2026-10-22
Joel Isaacson & Co., LLC
DECREASED
Shares3,933 from 4,142
Change-209 (-5%)
Value$609.5K (-$306.2K)
Filed 2026-11-05
Essex LLC
DECREASED
Shares3,911 from 4,440
Change-529 (-12%)
Value$606.1K (-$375.5K)
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares3,896 from 2,644
Change+1,252 (+47%)
Value$600.3K (-$567)
Filed 2026-11-02
Register Financial Advisors LLC
DECREASED
Shares3,881 from 9,144
Change-5,263 (-58%)
Value$601.5K (-$1.4M)
Filed 2026-10-23
Leo Wealth, LLC
NEW
Shares3,879
Change+3,879
Value$601.1K
Filed 2026-10-26
Welch Group, LLC
INCREASED
Shares3,875 from 3,786
Change+89 (+2%)
Value$600.5K (-$236.5K)
Filed 2026-10-29
EPG Wealth Management LLC
DECREASED
Shares3,873 from 5,057
Change-1,184 (-23%)
Value$600.2K (-$517.8K)
Filed 2026-11-03
Parisi Gray Wealth Management
DECREASED
Shares3,864 from 5,146
Change-1,282 (-25%)
Value$598.8K (-$538.9K)
Filed 2026-10-16
Pullen Investment Management, LLC
INCREASED
Shares3,839 from 3,292
Change+547 (+17%)
Value$594.9K (-$132.9K)
Filed 2026-10-23
Reynders McVeigh Capital Management, LLC
DECREASED
Shares3,838 from 4,005
Change-167 (-4%)
Value$594.8K (-$290.2K)
Filed 2026-10-30
Yoffe Investment Management, LLC
UNCHANGED
Shares3,833 from 3,833
Change0 (0%)
Value$594.0K (-$253.4K)
Filed 2026-11-02
Forbes J M & Co LLP
DECREASED
Shares3,805 from 3,813
Change-8 (0%)
Value$589.7K (-$253.3K)
Filed 2026-10-16
Oakworth Capital, Inc.
INCREASED
Shares3,796 from 2,184
Change+1,612 (+74%)
Value$588.3K (+$102.8K)
Filed 2026-10-26
Quantum Private Wealth, LLC
INCREASED
Shares3,786 from 3,428
Change+358 (+10%)
Value$586.7K (-$171.1K)
Filed 2026-10-20
Jacobi Capital Management LLC
DECREASED
Shares3,774 from 4,048
Change-274 (-7%)
Value$584.9K (-$310.1K)
Filed 2026-11-05
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares3,774 from 3,774
Change0 (0%)
Value$584.9K (-$249.5K)
Filed 2026-11-02
Tempus Wealth Planning, LLC
DECREASED
Shares3,759 from 3,796
Change-37 (-1%)
Value$582.5K (-$256.7K)
Filed 2026-10-14
Courier Capital LLC
INCREASED
Shares3,747 from 3,536
Change+211 (+6%)
Value$580.7K (-$201.1K)
Filed 2026-10-19
DSG Capital Advisors, LLC
DECREASED
Shares3,745 from 5,060
Change-1,315 (-26%)
Value$580.4K (-$469.6K)
Filed 2026-11-05
Davidson Trust Co
INCREASED
Shares3,736 from 3,465
Change+271 (+8%)
Value$579.0K (-$186.0K)
Filed 2026-10-09
Kassira Wealth Management LLC
INCREASED
Shares3,716 from 3,253
Change+463 (+14%)
Value$575.9K (-$143.3K)
Filed 2026-10-28
Frank, Rimerman Advisors LLC
DECREASED
Shares3,641 from 4,253
Change-612 (-14%)
Value$564.2K (-$376.0K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
INCREASED
Shares3,639 from 3,570
Change+69 (+2%)
Value$563.9K (-$225.3K)
Filed 2026-11-04
Moody National Bank Trust Division
NEW
Shares3,623
Change+3,623
Value$561.5K
Filed 2026-10-06
Carret Asset Management, LLC
DECREASED
Shares3,612 from 3,712
Change-100 (-3%)
Value$559.8K (-$260.9K)
Filed 2026-11-04
Inscription Capital, LLC
DECREASED
Shares3,608 from 4,621
Change-1,013 (-22%)
Value$559.1K (-$462.6K)
Filed 2026-11-02
Ti-Trust, Inc
NEW
Shares3,578
Change+3,578
Value$554.5K
Filed 2026-10-21
Nicholas Hoffman & Company, Llc.
DECREASED
Shares3,556 from 3,564
Change-8 (0%)
Value$551.1K (-$236.7K)
Filed 2026-10-30
Annex Advisory Services, LLC
DECREASED
Shares3,542 from 28,071
Change-24,529 (-87%)
Value$548.9K (-$5.7M)
Filed 2026-10-16
Quadcap Wealth Management, LLC
INCREASED
Shares3,523 from 3,083
Change+440 (+14%)
Value$546.0K (-$135.6K)
Filed 2026-11-02
Murphy, Middleton, Hinkle & Parker, Inc.
NEW
Shares3,498
Change+3,498
Value$542.1K
Filed 2026-10-15
Franklin Street Advisors Inc
DECREASED
Shares3,494 from 3,596
Change-102 (-3%)
Value$541.5K (-$253.4K)
Filed 2026-10-13
Canton Hathaway, LLC
DECREASED
Shares3,475 from 3,568
Change-93 (-3%)
Value$538.5K (-$250.3K)
Filed 2026-10-23
Doliver Advisors, LP
DECREASED
Shares3,473 from 3,486
Change-13 (0%)
Value$538.2K (-$232.5K)
Filed 2026-10-01
Arrow Financial Corp
DECREASED
Shares3,466 from 5,247
Change-1,781 (-34%)
Value$537.1K (-$614.5K)
Filed 2026-10-26
CX Institutional
NEW
Shares3,449
Change+3,449
Value$534
Filed 2026-10-02
Westhampton Capital, LLC
DECREASED
Shares3,446 from 3,466
Change-20 (-1%)
Value$534.0K (-$232.2K)
Filed 2026-10-30
Cascade Investment Group, Inc.
INCREASED
Shares3,405 from 2,169
Change+1,236 (+57%)
Value$527.7K (+$48.2K)
Filed 2026-10-13
Alessandra Capital Management, LLC
INCREASED
Shares3,403 from 1,851
Change+1,552 (+84%)
Value$527.4K (+$118.1K)
Filed 2026-10-30
Weatherly Asset Management L. P.
DECREASED
Shares3,381 from 3,418
Change-37 (-1%)
Value$524.0K (-$231.7K)
Filed 2026-10-20
Mather Group, Llc.
DECREASED
Shares3,371 from 5,353
Change-1,982 (-37%)
Value$522.4K (-$661.0K)
Filed 2026-10-14
Naples Global Advisors, LLC
DECREASED
Shares3,362 from 3,639
Change-277 (-8%)
Value$521.0K (-$283.5K)
Filed 2026-11-05
Compass Wealth Management LLC
DECREASED
Shares3,361 from 3,614
Change-253 (-7%)
Value$520.9K (-$278.1K)
Filed 2026-10-22
V-Square Quantitative Management LLC
INCREASED
Shares3,350 from 1,843
Change+1,507 (+82%)
Value$519.2K (+$111.7K)
Filed 2026-10-15
NWF Advisory Services Inc.
INCREASED
Shares3,338 from 1,949
Change+1,389 (+71%)
Value$517.3K (+$86.4K)
Filed 2026-10-19
BIP Wealth, LLC
INCREASED
Shares3,297 from 3,227
Change+70 (+2%)
Value$510.9K (-$202.5K)
Filed 2026-10-22
Krilogy Financial LLC
DECREASED
Shares3,295 from 4,892
Change-1,597 (-33%)
Value$518.2K (-$563.3K)
Filed 2026-10-13
Mirador Capital Partners LP
NEW
Shares3,263
Change+3,263
Value$505.7K
Filed 2026-10-09
Meridian Wealth Management, LLC
DECREASED
Shares3,243 from 3,296
Change-53 (-2%)
Value$502.6K (-$226.1K)
Filed 2026-11-05
Carolina Wealth Management Inc
NEW
Shares3,237
Change+3,237
Value$501.6K
Filed 2026-10-29
Invera Wealth Advisors, LLC
NEW
Shares3,220
Change+3,220
Value$499.0K
Filed 2026-10-28
Formidable Asset Management, LLC
NEW
Shares3,219
Change+3,219
Value$711.6K
Filed 2026-11-03
Burke & Herbert Bank & Trust Co
DECREASED
Shares3,197 from 3,231
Change-34 (-1%)
Value$495.4K (-$218.9K)
Filed 2026-11-02
Bailard, Inc.
DECREASED
Shares3,195 from 14,250
Change-11,055 (-78%)
Value$495.1K (-$2.7M)
Filed 2026-10-13
Grandfield & Dodd, LLC
DECREASED
Shares3,181 from 3,390
Change-209 (-6%)
Value$493.0K (-$256.6K)
Filed 2026-10-29
Central Bank & Trust Co
DECREASED
Shares3,174 from 3,506
Change-332 (-9%)
Value$491.9K (-$278.0K)
Filed 2026-10-09
Procyon Advisors, LLC
NEW
Shares3,170
Change+3,170
Value$491.3K
Filed 2026-10-21
Kennebec Savings Bank
INCREASED
Shares3,167 from 2,816
Change+351 (+12%)
Value$490.8K (-$131.7K)
Filed 2026-10-22
Verus Capital Partners, LLC
DECREASED
Shares3,146 from 3,475
Change-329 (-9%)
Value$487.5K (-$280.7K)
Filed 2026-11-03
Sheets Smith Wealth Management
NEW
Shares3,145
Change+3,145
Value$487.4K
Filed 2026-10-16
William Allan Corp
NEW
Shares3,139
Change+3,139
Value$486.5K
Filed 2026-10-14
WBH Advisory Inc
INCREASED
Shares3,121 from 3,114
Change+7 (+0%)
Value$483.7K (-$204.8K)
Filed 2026-11-05
Visionary Wealth Advisors
DECREASED
Shares3,104 from 3,125
Change-21 (-1%)
Value$481.0K (-$209.8K)
Filed 2026-11-04
Successful Portfolios LLC
DECREASED
Shares3,098 from 3,130
Change-32 (-1%)
Value$482.4K (-$211.6K)
Filed 2026-10-09
Adelphi Trust Co
NEW
Shares3,095
Change+3,095
Value$479.6K
Filed 2026-10-05
Sowell Financial Services LLC
NEW
Shares3,065
Change+3,065
Value$475.0K
Filed 2026-10-23
Hilltop National Bank
NEW
Shares3,062
Change+3,062
Value$474.5K
Filed 2026-10-14
Gryphon Financial Partners LLC
DECREASED
Shares3,057 from 3,502
Change-445 (-13%)
Value$473.7K (-$300.5K)
Filed 2026-11-04
Essex Bank
INCREASED
Shares3,042 from 3,039
Change+3 (+0%)
Value$471.4K (-$200.4K)
Filed 2026-10-16
Community Bank of Raymore
NEW
Shares3,034
Change+3,034
Value$470.2K
Filed 2026-10-23
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares3,015 from 3,948
Change-933 (-24%)
Value$467.2K (-$405.6K)
Filed 2026-10-15
Morton Capital Management LLC
DECREASED
Shares2,979 from 3,000
Change-21 (-1%)
Value$461.7K (-$201.6K)
Filed 2026-10-23
Everett Harris & Co
DECREASED
Shares2,976 from 3,162
Change-186 (-6%)
Value$461.2K (-$237.9K)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
INCREASED
Shares2,962 from 136
Change+2,826 (+2078%)
Value$459.0K (+$429.0K)
Filed 2026-10-30
Advisory Solutions Group, LLC
INCREASED
Shares2,962 from 2,440
Change+522 (+21%)
Value$459.0K (-$80.4K)
Filed 2026-10-14
3Chopt Investment Partners, LLC
INCREASED
Shares2,960 from 2,534
Change+426 (+17%)
Value$458.6K (-$101.5K)
Filed 2026-10-30
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares2,960 from 2,960
Change0 (0%)
Value$458.7K (-$195.7K)
Filed 2026-11-02
Legacy Wealth Management, LLC / MS
DECREASED
Shares2,954 from 3,882
Change-928 (-24%)
Value$457.8K (-$400.3K)
Filed 2026-10-30
Diversify Advisory Services, LLC
DECREASED
Shares2,954 from 3,678
Change-724 (-20%)
Value$481.8K (-$293.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares2,954 from 3,678
Change-724 (-20%)
Value$481.8K (-$293.6K)
Filed 2026-10-20
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED
Shares2,941 from 960
Change+1,981 (+206%)
Value$455.8K (+$243.5K)
Filed 2026-10-16
Cigna Investments Inc
NEW
Shares2,934
Change+2,934
Value$455.0K
Filed 2026-10-19
Midwest Financial Partners Investments, Inc.
DECREASED
Shares2,926 from 2,955
Change-29 (-1%)
Value$453.4K (-$199.8K)
Filed 2026-10-08
Archford Capital Strategies, LLC
DECREASED
Shares2,925 from 3,439
Change-514 (-15%)
Value$453.3K (-$307.0K)
Filed 2026-10-19
Letson Investment Management, Inc.
UNCHANGED
Shares2,917 from 2,917
Change0 (0%)
Value$452.0K (-$192.8K)
Filed 2026-11-05
Alpha Omega Wealth Management LLC
DECREASED
Shares2,891 from 2,949
Change-58 (-2%)
Value$448.0K (-$203.9K)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
INCREASED
Shares2,886 from 2,855
Change+31 (+1%)
Value$447.3K (-$183.9K)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
NEW
Shares2,885
Change+2,885
Value$447.1K
Filed 2026-10-07
AA Financial Advisors, LLC
INCREASED
Shares2,878 from 2,836
Change+42 (+1%)
Value$446.0K (-$181.0K)
Filed 2026-10-19
Tlwm
NEW
Shares2,877
Change+2,877
Value$445.9K
Filed 2026-10-09
Salvus Wealth Management, LLC
NEW
Shares2,868
Change+2,868
Value$444.5K
Filed 2026-10-13
Mitchell Sinkler & Starr
NEW
Shares2,839
Change+2,839
Value$440.0K
Filed 2026-10-13
Central Pacific Bank - Trust Division
NEW
Shares2,800
Change+2,800
Value$433.9K
Filed 2026-10-06
Blume Capital Management, Inc.
UNCHANGED
Shares2,789 from 2,789
Change0 (0%)
Value$432.2K (-$184.4K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
INCREASED
Shares2,768 from 2,378
Change+390 (+16%)
Value$429.0K (-$96.8K)
Filed 2026-10-21
Wynn Capital, LLC
DECREASED
Shares2,759 from 2,806
Change-47 (-2%)
Value$427.6K (-$192.8K)
Filed 2026-10-13
Winthrop Capital Management, LLC
DECREASED
Shares2,748 from 2,838
Change-90 (-3%)
Value$425.9K (+$425.2K)
Filed 2026-11-05
Mengis Capital Management, Inc.
UNCHANGED
Shares2,738 from 2,738
Change0 (0%)
Value$424.3K (-$181.0K)
Filed 2026-10-13
Woodmont Investment Counsel LLC
DECREASED
Shares2,735 from 2,750
Change-15 (-1%)
Value$423.8K (-$184.1K)
Filed 2026-10-29
Enhancing Capital LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$418.4K (-$178.5K)
Filed 2026-10-26
Indiana Trust & Investment Management Co
DECREASED
Shares2,696 from 2,715
Change-19 (-1%)
Value$417.8K (-$182.4K)
Filed 2026-10-22
Arvest Investments, Inc.
INCREASED
Shares2,696 from 2,687
Change+9 (+0%)
Value$417.8K (-$176.2K)
Filed 2026-10-21
Tritonpoint Wealth, LLC
NEW
Shares2,687
Change+2,687
Value$416.4K
Filed 2026-10-19
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares2,681 from 2,681
Change0 (0%)
Value$428.7K (-$128.4K)
Filed 2026-10-21
First Horizon Corp
DECREASED
Shares2,676 from 4,108
Change-1,432 (-35%)
Value$414.7K (-$493.5K)
Filed 2026-10-26
Cove Private Wealth, LLC
INCREASED
Shares2,647 from 2,459
Change+188 (+8%)
Value$410.2K (-$133.4K)
Filed 2026-10-28
Patrick M Sweeney & Associates, Inc
INCREASED
Shares2,645 from 2,640
Change+5 (+0%)
Value$409.9K (-$173.8K)
Filed 2026-10-22
PCG Asset Management, LLC
INCREASED
Shares2,640 from 1,547
Change+1,093 (+71%)
Value$409.1K (+$67.1K)
Filed 2026-11-05
Alpha Family Trust
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$583.7K ($0)
Filed 2026-11-04
Platform Technology Partners
INCREASED
Shares2,637 from 2,496
Change+141 (+6%)
Value$408.7K (-$143.2K)
Filed 2026-11-02
Marathon Capital Management
DECREASED
Shares2,631 from 2,644
Change-13 (0%)
Value$407.7K (-$176.8K)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares2,623 from 2,097
Change+526 (+25%)
Value$406.5K (-$57.1K)
Filed 2026-10-29
Lake Street Private Wealth, LLC
NEW
Shares2,621
Change+2,621
Value$406.2K
Filed 2026-10-22
Beaumont Financial Advisors, LLC
DECREASED
Shares2,608 from 2,706
Change-98 (-4%)
Value$404.2K (-$194.1K)
Filed 2026-10-22
Northland Securities, Inc.
INCREASED
Shares2,600 from 1,975
Change+625 (+32%)
Value$402.9K (-$33.7K)
Filed 2026-11-02
Compound Planning, Inc.
DECREASED
Shares2,590 from 4,166
Change-1,576 (-38%)
Value$401.4K (-$519.6K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
DECREASED
Shares2,571 from 4,025
Change-1,454 (-36%)
Value$419.9K (-$368.5K)
Filed 2026-10-27
Westover Capital Advisors, LLC
INCREASED
Shares2,569 from 1,076
Change+1,493 (+139%)
Value$398.1K (+$160.2K)
Filed 2026-10-26
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares2,561 from 4,400
Change-1,839 (-42%)
Value$396.9K (-$575.9K)
Filed 2026-10-09
Missouri Trust & Investment Co
DECREASED
Shares2,558 from 2,807
Change-249 (-9%)
Value$395.3K (-$183.8K)
Filed 2026-11-04
Asset Dedication, LLC
DECREASED
Shares2,529 from 4,153
Change-1,624 (-39%)
Value$391.9K (-$526.1K)
Filed 2026-11-03
Nilsine Partners, LLC
DECREASED
Shares2,529 from 3,074
Change-545 (-18%)
Value$391.9K (-$287.7K)
Filed 2026-11-02
Focused Wealth Management, Inc
INCREASED
Shares2,524 from 2,278
Change+246 (+11%)
Value$391.1K (-$112.5K)
Filed 2026-10-30
Connecticut Wealth Management, LLC
DECREASED
Shares2,514 from 4,307
Change-1,793 (-42%)
Value$389.6K (-$562.6K)
Filed 2026-10-13
Oliver Luxxe Assets LLC
DECREASED
Shares2,500 from 2,525
Change-25 (-1%)
Value$387.4K (-$170.8K)
Filed 2026-10-14
Helios Capital Management Pte. LTD
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$387.4K (-$165.3K)
Filed 2026-10-14
Excalibur Management Corp
INCREASED
Shares2,499 from 2,388
Change+111 (+5%)
Value$387.3K (-$140.7K)
Filed 2026-11-02
Apella Capital, LLC
DECREASED
Shares2,492 from 2,577
Change-85 (-3%)
Value$381.5K (-$232.2K)
Filed 2026-10-08
CWA Asset Management Group, LLC
DECREASED
Shares2,484 from 3,324
Change-840 (-25%)
Value$384.9K (-$349.9K)
Filed 2026-10-19
Camden National Bank
NEW
Shares2,469
Change+2,469
Value$382.6K
Filed 2026-11-02
CMH Wealth Management LLC
DECREASED
Shares2,457 from 2,674
Change-217 (-8%)
Value$380.8K (-$210.4K)
Filed 2026-10-22
Richards, Merrill & Peterson, Inc.
DECREASED
Shares2,456 from 3,032
Change-576 (-19%)
Value$380.6K (-$289.7K)
Filed 2026-10-19
Hunter Associates Investment Management LLC
UNCHANGED
Shares2,448 from 2,448
Change0 (0%)
Value$381.0K (+$380.5K)
Filed 2026-10-26
Eads & Heald Wealth Management
DECREASED
Shares2,423 from 2,646
Change-223 (-8%)
Value$375.5K (-$209.6K)
Filed 2026-10-29
Valley Wealth Managers, Inc.
DECREASED
Shares2,406 from 59,559
Change-57,153 (-96%)
Value$372.9K (-$12.8M)
Filed 2026-10-09
Trust Investment Advisors
INCREASED
Shares2,394 from 2,356
Change+38 (+2%)
Value$371.0K (-$149.9K)
Filed 2026-10-20
Cidel Asset Management Inc
INCREASED
Shares2,389 from 2,237
Change+152 (+7%)
Value$370.2K (-$124.3K)
Filed 2026-10-29
Galvin, Gaustad & Stein, LLC
DECREASED
Shares2,387 from 2,452
Change-65 (-3%)
Value$369.9K (-$172.2K)
Filed 2026-10-08
Legacy Financial Strategies, LLC
DECREASED
Shares2,371 from 2,446
Change-75 (-3%)
Value$367.4K (-$173.3K)
Filed 2026-10-15
180 Wealth Advisors, LLC
NEW
Shares2,368
Change+2,368
Value$367.0K
Filed 2026-11-03
Cypress Capital Group
NEW
Shares2,358
Change+2,358
Value$365.4K
Filed 2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares2,351 from 2,351
Change0 (0%)
Value$519.8K ($0)
Filed 2026-10-15
SS&H Financial Advisors, Inc.
UNCHANGED
Shares2,349 from 2,349
Change0 (0%)
Value$364.0K (+$363.5K)
Filed 2026-10-28
Financial Management Network Inc
DECREASED
Shares2,344 from 2,345
Change-1 (0%)
Value$362.5K (-$133.8K)
Filed 2026-10-09
Guerra PAN Advisors, LLC
DECREASED
Shares2,343 from 2,645
Change-302 (-11%)
Value$380.7K (-$204.0K)
Filed 2026-10-26
Outfitters Financial LLC
INCREASED
Shares2,335 from 1,877
Change+458 (+24%)
Value$361.9K (-$53.1K)
Filed 2026-10-23
Beacon Bank & Trust
DECREASED
Shares2,325 from 3,419
Change-1,094 (-32%)
Value$360.3K (-$395.7K)
Filed 2026-10-27
Lantz Financial LLC
NEW
Shares2,309
Change+2,309
Value$357.8K
Filed 2026-10-15
Corundum Group, Inc.
INCREASED
Shares2,309 from 2,247
Change+62 (+3%)
Value$357.8K (-$138.9K)
Filed 2026-10-28
Elmwood Wealth Management, Inc.
DECREASED
Shares2,308 from 2,369
Change-61 (-3%)
Value$357.7K (-$166.1K)
Filed 2026-10-14
Strategic Advisors LLC
DECREASED
Shares2,301 from 2,721
Change-420 (-15%)
Value$356.6K (-$245.0K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares2,301 from 2,264
Change+37 (+2%)
Value$356.6K (-$143.8K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
DECREASED
Shares2,299 from 2,464
Change-165 (-7%)
Value$356.3K (-$187.8K)
Filed 2026-10-27
NBH Bank
DECREASED
Shares2,299 from 2,386
Change-87 (-4%)
Value$356.3K (-$169.2K)
Filed 2026-11-05
Appleton Partners Inc
DECREASED
Shares2,294 from 7,453
Change-5,159 (-69%)
Value$356.0K (+$354.4K)
Filed 2026-10-30
StoneX Group Inc.
DECREASED
Shares2,286 from 8,522
Change-6,236 (-73%)
Value$359.4K (-$1.5M)
Filed 2026-11-03
Valley Brook Capital Group, Inc.
UNCHANGED
Shares2,283 from 2,283
Change0 (0%)
Value$353.8K (-$150.9K)
Filed 2026-10-26
Retirement Planning Co of New England, Inc.
DECREASED
Shares2,279 from 2,299
Change-20 (-1%)
Value$353.2K (-$155.1K)
Filed 2026-10-15
KRS Capital Management, LLC
DECREASED
Shares2,260 from 2,773
Change-513 (-18%)
Value$350.2K (-$262.8K)
Filed 2026-10-16
Tradewinds Capital Management, LLC
DECREASED
Shares2,252 from 3,440
Change-1,188 (-35%)
Value$349.0K (-$411.5K)
Filed 2026-10-23
Kathmere Capital Management, LLC
DECREASED
Shares2,251 from 3,497
Change-1,246 (-36%)
Value$348.8K (-$424.3K)
Filed 2026-10-20
Brown Miller Wealth Management, LLC
INCREASED
Shares2,249 from 1,583
Change+666 (+42%)
Value$348.5K (-$1.4K)
Filed 2026-11-02
Keudell ison Wealth Management
INCREASED
Shares2,247 from 1,444
Change+803 (+56%)
Value$348.2K (+$29.0K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
DECREASED
Shares2,232 from 2,596
Change-364 (-14%)
Value$345.9K (-$228.0K)
Filed 2026-10-21
Beacon Financial Group
INCREASED
Shares2,226 from 1,856
Change+370 (+20%)
Value$345.0K (-$65.4K)
Filed 2026-10-19
Builder Investment Group Inc
UNCHANGED
Shares2,223 from 2,223
Change0 (0%)
Value$344.5K (-$147.0K)
Filed 2026-10-22
Great Diamond Partners, LLC
DECREASED
Shares2,220 from 2,298
Change-78 (-3%)
Value$344.0K (-$164.0K)
Filed 2026-10-13
Outlook Wealth Advisors, LLC
UNCHANGED
Shares2,208 from 2,208
Change0 (0%)
Value$342.2K (-$147.3K)
Filed 2026-10-28
First City Capital Management, Inc.
DECREASED
Shares2,202 from 2,209
Change-7 (0%)
Value$341.2K (-$147.1K)
Filed 2026-10-27
Renasant Bank
NEW
Shares2,201
Change+2,201
Value$341.0K
Filed 2026-11-05
First National Bank of Mount Dora, Trust Investment Services
DECREASED
Shares2,196 from 9,196
Change-7,000 (-76%)
Value$340.3K (-$1.7M)
Filed 2026-10-21
Lighthouse Financial Services Inc
UNCHANGED
Shares2,183 from 2,183
Change0 (0%)
Value$338.3K (-$157.9K)
Filed 2026-11-02
Ritholtz Wealth Management
DECREASED
Shares2,178 from 12,313
Change-10,135 (-82%)
Value$337.5K (-$2.4M)
Filed 2026-11-05
XML Financial, LLC
DECREASED
Shares2,174 from 3,127
Change-953 (-30%)
Value$336.9K (-$354.4K)
Filed 2026-10-29
Aprio Wealth Management, LLC
DECREASED
Shares2,168 from 2,467
Change-299 (-12%)
Value$336.0K (-$209.4K)
Filed 2026-10-28
Albert D Mason Inc
INCREASED
Shares2,165 from 2,116
Change+49 (+2%)
Value$335.5K (-$132.2K)
Filed 2026-10-27
Cohen Capital Management, Inc.
UNCHANGED
Shares2,160 from 2,160
Change0 (0%)
Value$334.7K (-$142.8K)
Filed 2026-10-14
Legacy Capital Wealth Partners, LLC
NEW
Shares2,159
Change+2,159
Value$334.6K
Filed 2026-10-21
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares2,152 from 28,068
Change-25,916 (-92%)
Value$333.5K (-$5.9M)
Filed 2026-10-08
Navigate Wealth Management, LLC
DECREASED
Shares2,141 from 2,179
Change-38 (-2%)
Value$338.2K (-$123.0K)
Filed 2026-10-14
Provident Investment Management, Inc.
INCREASED
Shares2,125 from 2,067
Change+58 (+3%)
Value$329.3K (-$127.7K)
Filed 2026-10-23
Altus Wealth Group LLC
DECREASED
Shares2,119 from 2,226
Change-107 (-5%)
Value$328.4K (-$163.7K)
Filed 2026-10-20
Solstein Capital, LLC
UNCHANGED
Shares2,114 from 2,114
Change0 (0%)
Value$327.6K (-$139.8K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
UNCHANGED
Shares2,113 from 2,113
Change0 (0%)
Value$327.5K (-$139.7K)
Filed 2026-10-15
Burney Co/
INCREASED
Shares2,086 from 1,716
Change+370 (+22%)
Value$323.3K (-$56.1K)
Filed 2026-10-15
Obermeyer Wealth Partners
INCREASED
Shares2,078 from 1,921
Change+157 (+8%)
Value$322.0K (-$102.7K)
Filed 2026-10-21
Essential Investment Partners LLC
INCREASED
Shares2,075 from 1,801
Change+274 (+15%)
Value$321.6K (-$76.6K)
Filed 2026-10-27
Harbour Trust & Investment Management Co
DECREASED
Shares2,075 from 2,076
Change-1 (0%)
Value$321.6K (-$137.4K)
Filed 2026-10-28
Jm2 Capital Inc.
DECREASED
Shares2,074 from 2,082
Change-8 (0%)
Value$321.4K (-$138.9K)
Filed 2026-10-14
Journey Advisory Group, LLC
INCREASED
Shares2,067 from 2,052
Change+15 (+1%)
Value$320.3K (-$133.3K)
Filed 2026-11-04
Phoenix Wealth Advisors
DECREASED
Shares2,061 from 2,070
Change-9 (0%)
Value$319.4K (-$138.2K)
Filed 2026-11-03
Steinberg Asset Management LLC
UNCHANGED
Shares2,042 from 2,042
Change0 (0%)
Value$316.4K (-$135.0K)
Filed 2026-10-29
FNY Investment Advisers, LLC
INCREASED
Shares2,040 from 1,565
Change+475 (+30%)
Value$316 (-$29)
Filed 2026-10-16
DecisionMap Wealth Management, LLC
DECREASED
Shares2,040 from 2,371
Change-331 (-14%)
Value$316.1K (-$208.0K)
Filed 2026-10-29
Sapient Capital LLC
DECREASED
Shares2,022 from 2,024
Change-2 (0%)
Value$313.3K (-$134.1K)
Filed 2026-10-08
Arista Wealth Management, LLC
DECREASED
Shares2,021 from 2,767
Change-746 (-27%)
Value$313.2K (-$298.5K)
Filed 2026-10-29
Parcion Private Wealth LLC
NEW
Shares2,020
Change+2,020
Value$313.0K
Filed 2026-10-28
City State Bank
DECREASED
Shares2,016 from 2,037
Change-21 (-1%)
Value$312.4K (-$137.9K)
Filed 2026-10-20
Argentarii, LLC
DECREASED
Shares2,013 from 2,054
Change-41 (-2%)
Value$311.9K (-$28.9K)
Filed 2026-10-28
Tred Avon Family Wealth, LLC
DECREASED
Shares2,010 from 3,185
Change-1,175 (-37%)
Value$311.5K (-$390.6K)
Filed 2026-10-20
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares2,005 from 2,032
Change-27 (-1%)
Value$310.7K (-$138.5K)
Filed 2026-11-02
Lewis Asset Management, LLC
DECREASED
Shares1,996 from 2,369
Change-373 (-16%)
Value$309.3K (-$214.4K)
Filed 2026-10-14
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares1,992 from 2,012
Change-20 (-1%)
Value$308.7K (-$136.1K)
Filed 2026-10-19
Baldwin Wealth Partners LLC
DECREASED
Shares1,989 from 2,311
Change-322 (-14%)
Value$308.2K (-$202.7K)
Filed 2026-10-13
Paragon Capital Management Ltd
UNCHANGED
Shares1,988 from 1,988
Change0 (0%)
Value$308.1K (-$131.4K)
Filed 2026-10-09
Prudent Man Advisors, LLC
NEW
Shares1,981
Change+1,981
Value$307.0K
Filed 2026-11-03
YHB Investment Advisors, Inc.
NEW
Shares1,979
Change+1,979
Value$306.7K
Filed 2026-10-08
Independent Wealth Network Inc.
DECREASED
Shares1,978 from 2,150
Change-172 (-8%)
Value$306.5K (-$168.8K)
Filed 2026-10-19
Kwmg, LLC
DECREASED
Shares1,976 from 1,977
Change-1 (0%)
Value$306.2K (-$130.9K)
Filed 2026-10-07
Asset Planning,Inc
UNCHANGED
Shares1,974 from 1,974
Change0 (0%)
Value$305.9K (-$130.5K)
Filed 2026-10-26
Carlson Financial, Inc.
NEW
Shares1,972
Change+1,972
Value$305.6K
Filed 2026-11-05
Strategy Asset Managers LLC
DECREASED
Shares1,965 from 15,936
Change-13,971 (-88%)
Value$304.5K (-$3.2M)
Filed 2026-10-14
Allen Investment Management, LLC
DECREASED
Shares1,964 from 2,138
Change-174 (-8%)
Value$304.4K (-$168.3K)
Filed 2026-11-03
Chatham Capital Group, Inc.
NEW
Shares1,963
Change+1,963
Value$304.2K
Filed 2026-10-16
Fagan Associates, Inc.
DECREASED
Shares1,959 from 1,979
Change-20 (-1%)
Value$303.6K (-$133.9K)
Filed 2026-10-13
Thoma Capital Management LLC
NEW
Shares1,955
Change+1,955
Value$303.0K
Filed 2026-10-19
Altura Wealth Advisors Inc.
DECREASED
Shares1,955 from 3,293
Change-1,338 (-41%)
Value$303.0K (-$425.1K)
Filed 2026-10-22
Koshinski Asset Management, Inc.
DECREASED
Shares1,947 from 2,234
Change-287 (-13%)
Value$301.7K (-$192.2K)
Filed 2026-10-29
Kingdom Financial Group Llc.
INCREASED
Shares1,942 from 1,330
Change+612 (+46%)
Value$301.0K (+$6.9K)
Filed 2026-11-04
Peoples Bank
NEW
Shares1,936
Change+1,936
Value$300.0K
Filed 2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares1,936 from 2,113
Change-177 (-8%)
Value$300.0K (-$167.1K)
Filed 2026-10-23
Turtle Creek Wealth Advisors, LLC
NEW
Shares1,934
Change+1,934
Value$299.7K
Filed 2026-10-15
Plimoth Trust Co LLC
NEW
Shares1,931
Change+1,931
Value$299.2K
Filed 2026-10-26
Breakwater Capital Group
NEW
Shares1,924
Change+1,924
Value$298.2K
Filed 2026-10-09
Leslie Global Wealth, LLC
DECREASED
Shares1,908 from 1,920
Change-12 (-1%)
Value$295.7K (-$128.8K)
Filed 2026-10-26
Independent Solutions Wealth Management, LLC
DECREASED
Shares1,902 from 4,638
Change-2,736 (-59%)
Value$294.8K (-$730.6K)
Filed 2026-10-28
apricus wealth, LLC
DECREASED
Shares1,890 from 1,933
Change-43 (-2%)
Value$292.9K (-$134.5K)
Filed 2026-10-26
Aspiriant, LLC
INCREASED
Shares1,880 from 1,723
Change+157 (+9%)
Value$291.3K (-$89.6K)
Filed 2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares1,875 from 1,928
Change-53 (-3%)
Value$290.6K (-$135.7K)
Filed 2026-10-13
Ironwood Financial, llc
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$290.6K (-$108.9K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
NEW
Shares1,871
Change+1,871
Value$289.9K
Filed 2026-10-13
Aspetuck Financial Management LLC
INCREASED
Shares1,860 from 1,452
Change+408 (+28%)
Value$288.2K (-$32.8K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
DECREASED
Shares1,857 from 1,970
Change-113 (-6%)
Value$287.8K (-$147.7K)
Filed 2026-10-09
Parkside Financial Bank & Trust
DECREASED
Shares1,853 from 2,028
Change-175 (-9%)
Value$287.2K (-$161.2K)
Filed 2026-10-27
Symphony Financial, Ltd. Co.
DECREASED
Shares1,850 from 1,947
Change-97 (-5%)
Value$288.5K (-$140.3K)
Filed 2026-10-22
Versant Capital Management, Inc
NEW
Shares1,846
Change+1,846
Value$286.1K
Filed 2026-10-02
Radnor Capital Management, LLC
DECREASED
Shares1,844 from 1,845
Change-1 (0%)
Value$285.8K (-$122.0K)
Filed 2026-10-23
CoreCap Advisors, LLC
NEW
Shares1,838
Change+1,838
Value$284.8K
Filed 2026-10-08
Calamos Wealth Management LLC
DECREASED
Shares1,834 from 1,906
Change-72 (-4%)
Value$284.2K (-$137.2K)
Filed 2026-11-02
City Holding Co
NEW
Shares1,832
Change+1,832
Value$283.9K
Filed 2026-10-19
Investment Partners, Ltd.
INCREASED
Shares1,831 from 1,142
Change+689 (+60%)
Value$283.8K (+$31.3K)
Filed 2026-10-29
Armstrong, Fleming & Moore, Inc
DECREASED
Shares1,829 from 2,139
Change-310 (-14%)
Value$283.4K (-$189.5K)
Filed 2026-10-28
Quadrant Private Wealth Management, LLC
DECREASED
Shares1,828 from 1,855
Change-27 (-1%)
Value$283.3K (-$126.8K)
Filed 2026-11-04
Davis Investment Partners, LLC
UNCHANGED
Shares1,823 from 1,823
Change0 (0%)
Value$282.5K (-$120.5K)
Filed 2026-11-05
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,819 from 1,868
Change-49 (-3%)
Value$281.9K (-$131.1K)
Filed 2026-10-20
Charles Schwab Trust Co
NEW
Shares1,817
Change+1,817
Value$281.6K
Filed 2026-10-15
True North Advisors, LLC
DECREASED
Shares1,812 from 2,037
Change-225 (-11%)
Value$280.8K (-$169.4K)
Filed 2026-10-22
Chapman Financial Group, LLC
NEW
Shares1,800
Change+1,800
Value$278.9K
Filed 2026-10-26
Miramontes Capital, LLC
DECREASED
Shares1,796 from 2,175
Change-379 (-17%)
Value$278.3K (-$202.5K)
Filed 2026-10-19
Pictet North America Advisors SA
UNCHANGED
Shares1,787 from 1,787
Change0 (0%)
Value$276.9K (-$118.1K)
Filed 2026-10-21
Premier Path Wealth Partners, LLC
DECREASED
Shares1,782 from 2,951
Change-1,169 (-40%)
Value$276.2K (-$376.3K)
Filed 2026-10-16
Pegasus Asset Management, Inc.
INCREASED
Shares1,776 from 1,756
Change+20 (+1%)
Value$275.2K (-$113.0K)
Filed 2026-11-03
Union Savings Bank
NEW
Shares1,772
Change+1,772
Value$274.6K
Filed 2026-10-14
Granite Investment Partners, LLC
DECREASED
Shares1,768 from 1,771
Change-3 (0%)
Value$274.0K (-$117.4K)
Filed 2026-11-04
Duncker Streett & Co Inc
DECREASED
Shares1,761 from 1,911
Change-150 (-8%)
Value$272.9K (-$149.6K)
Filed 2026-10-27
Magnolia Capital Management LTD
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$271 (-$116)
Filed 2026-10-09
Gradient Investments LLC
INCREASED
Shares1,748 from 1,658
Change+90 (+5%)
Value$270.9K (-$95.7K)
Filed 2026-10-08
Equity Wealth Partners, LLC
DECREASED
Shares1,748 from 1,784
Change-36 (-2%)
Value$270.9K (-$123.5K)
Filed 2026-10-26
Dudley Capital Management, LLC
UNCHANGED
Shares1,744 from 1,744
Change0 (0%)
Value$270.3K (-$115.3K)
Filed 2026-10-23
Leonteq Securities AG
DECREASED
Shares1,739 from 2,507
Change-768 (-31%)
Value$269.5K (-$284.8K)
Filed 2026-10-29
Aaron Wealth Advisors LLC
DECREASED
Shares1,730 from 3,201
Change-1,471 (-46%)
Value$268.1K (-$439.6K)
Filed 2026-10-13
TigerOak Management, L.L.C.
INCREASED
Shares1,729 from 1,625
Change+104 (+6%)
Value$267.9K (-$91.4K)
Filed 2026-10-23
CRA Financial Services, LLC
DECREASED
Shares1,716 from 1,888
Change-172 (-9%)
Value$265.9K (-$151.5K)
Filed 2026-10-16
Covenant Asset Management, LLC
DECREASED
Shares1,716 from 1,801
Change-85 (-5%)
Value$265.9K (-$132.2K)
Filed 2026-10-14
Tower Trust & Investment Co
NEW
Shares1,704
Change+1,704
Value$264.1K
Filed 2026-10-28
1620 Investment Advisors, Inc.
INCREASED
Shares1,702 from 102
Change+1,600 (+1569%)
Value$263.8K (+$241.2K)
Filed 2026-11-04
Pines Wealth Management, LLC
INCREASED
Shares1,701 from 1,522
Change+179 (+12%)
Value$263.6K (-$72.9K)
Filed 2026-10-21
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares1,695 from 1,695
Change0 (0%)
Value$262.7K (-$112.1K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,686 from 1,621
Change+65 (+4%)
Value$53.2K (+$52.9K)
Filed 2026-11-04
Merrion Investment Management Co, LLC
NEW
Shares1,680
Change+1,680
Value$260.4K
Filed 2026-10-16
Copeland Capital Management, LLC
NEW
Shares1,674
Change+1,674
Value$259.4K
Filed 2026-10-13
Diversified Enterprises, LLC
INCREASED
Shares1,672 from 1,661
Change+11 (+1%)
Value$259.1K (-$108.1K)
Filed 2026-10-19
Fell Capital Management
DECREASED
Shares1,667 from 1,816
Change-149 (-8%)
Value$258.3K (-$143.1K)
Filed 2026-10-09
Beverly Hills Private Wealth, LLC
INCREASED
Shares1,664 from 1,272
Change+392 (+31%)
Value$257.9K (-$23.2K)
Filed 2026-11-04
Uncommon Cents Investing Inc
DECREASED
Shares1,660 from 1,876
Change-216 (-12%)
Value$257.3K (-$157.5K)
Filed 2026-10-20
Avantax Planning Partners, Inc.
INCREASED
Shares1,660 from 1,641
Change+19 (+1%)
Value$257.3K (-$105.5K)
Filed 2026-11-03
Willow Creek Wealth Management Inc.
INCREASED
Shares1,660 from 1,659
Change+1 (+0%)
Value$257.3K (-$109.5K)
Filed 2026-10-26
Provident Wealth Management, LLC
NEW
Shares1,657
Change+1,657
Value$256.8K
Filed 2026-10-20
Everhart Financial Group, Inc.
NEW
Shares1,653
Change+1,653
Value$256.2K
Filed 2026-10-08
Aviso Wealth Management
DECREASED
Shares1,653 from 2,181
Change-528 (-24%)
Value$256.2K (-$226.0K)
Filed 2026-11-04
Madson Wealth Advisors Inc
INCREASED
Shares1,653 from 1,554
Change+99 (+6%)
Value$256.2K (-$87.4K)
Filed 2026-10-13
L. Roy Papp & Associates, LLP
UNCHANGED
Shares1,648 from 1,648
Change0 (0%)
Value$255.4K (-$108.9K)
Filed 2026-10-21
Tranquility Partners, LLC
DECREASED
Shares1,635 from 1,689
Change-54 (-3%)
Value$253.4K (-$120.0K)
Filed 2026-10-20
Kuhn & Co Investment Counsel
INCREASED
Shares1,634 from 1,421
Change+213 (+15%)
Value$253.2K (-$60.9K)
Filed 2026-10-29
Wilkins Investment Counsel Inc
DECREASED
Shares1,633 from 1,635
Change-2 (0%)
Value$253.1K (-$108.3K)
Filed 2026-11-03
Exchange Bank
DECREASED
Shares1,630 from 1,881
Change-251 (-13%)
Value$252.6K (-$161.9K)
Filed 2026-10-07
Traphagen Investment Advisors LLC
DECREASED
Shares1,630 from 1,639
Change-9 (-1%)
Value$252.6K (-$109.7K)
Filed 2026-10-14
Compass Ion Advisors, LLC
DECREASED
Shares1,627 from 1,686
Change-59 (-3%)
Value$252.1K (-$120.6K)
Filed 2026-10-23
ARQ Wealth Advisors, LLC
UNCHANGED
Shares1,623 from 1,623
Change0 (0%)
Value$251.5K (-$85.7K)
Filed 2026-10-29
Firethorn Wealth Partners, LLC
DECREASED
Shares1,622 from 1,691
Change-69 (-4%)
Value$251.4K (-$122.5K)
Filed 2026-10-14
Accel Wealth Management
DECREASED
Shares1,620 from 1,677
Change-57 (-3%)
Value$251.1K (-$119.7K)
Filed 2026-10-13
Campbell Newman Asset Management Inc
UNCHANGED
Shares1,618 from 1,618
Change0 (0%)
Value$250.7K (-$107.0K)
Filed 2026-10-22
Primoris Wealth Advisors, LLC
UNCHANGED
Shares1,617 from 1,617
Change0 (0%)
Value$250.6K (-$106.9K)
Filed 2026-10-28
Barlow Wealth Partners, LLC
UNCHANGED
Shares1,616 from 1,616
Change0 (0%)
Value$254.3K (-$108.2K)
Filed 2026-10-15
Triangle Securities Wealth Management
DECREASED
Shares1,611 from 1,707
Change-96 (-6%)
Value$249.7K (-$127.7K)
Filed 2026-10-14
TCV Trust & Wealth Management, Inc.
NEW
Shares1,610
Change+1,610
Value$249.5K
Filed 2026-10-16
Mill Capital Management, LLC
DECREASED
Shares1,610 from 1,894
Change-284 (-15%)
Value$249.5K (-$169.2K)
Filed 2026-10-26
Smith Salley Wealth Management
DECREASED
Shares1,609 from 6,836
Change-5,227 (-76%)
Value$249.3K (-$1.3M)
Filed 2026-11-03
Grandview Asset Management LLC
DECREASED
Shares1,606 from 1,745
Change-139 (-8%)
Value$248.9K (-$136.9K)
Filed 2026-10-19
Cross Staff Investments Inc
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$248.0K (-$105.8K)
Filed 2026-10-22
Peoples Financial Services Corp.
NEW
Shares1,594
Change+1,594
Value$247.0K
Filed 2026-10-20
Lakeshore Capital Group, Inc.
NEW
Shares1,578
Change+1,578
Value$244.5K
Filed 2026-10-20
Madden Securities Corp
DECREASED
Shares1,571 from 4,447
Change-2,876 (-65%)
Value$243.5K (-$739.7K)
Filed 2026-10-27
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares1,564 from 480,421
Change-478,857 (-100%)
Value$242.0K (+$135.8K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
DECREASED
Shares1,562 from 3,104
Change-1,542 (-50%)
Value$242.0K (-$444.2K)
Filed 2026-10-22
Global Wealth Strategies & Associates
NEW
Shares1,558
Change+1,558
Value$241.4K
Filed 2026-10-02
OpenArc Corporate Advisory, LLC
INCREASED
Shares1,552 from 1,391
Change+161 (+12%)
Value$240.5K (-$67.0K)
Filed 2026-10-21
Bank of Stockton
DECREASED
Shares1,550 from 1,666
Change-116 (-7%)
Value$240.2K (-$125.5K)
Filed 2026-10-20
Beese Fulmer Investment Management, Inc.
NEW
Shares1,545
Change+1,545
Value$239.5K
Filed 2026-10-23
Arthur M. Cohen & Associates, LLC
NEW
Shares1,540
Change+1,540
Value$238.7K
Filed 2026-10-26
Blvd Private Wealth, LLC
UNCHANGED
Shares1,538 from 1,538
Change0 (0%)
Value$238.3K (-$101.7K)
Filed 2026-10-14
Kaizen Financial Strategies
NEW
Shares1,536
Change+1,536
Value$238.0K
Filed 2026-10-09
Gerald Baker Financial Group LLC
UNCHANGED
Shares1,535 from 1,535
Change0 (0%)
Value$237.9K (-$101.5K)
Filed 2026-10-09
CLG LLC
NEW
Shares1,534
Change+1,534
Value$237.7K
Filed 2026-10-13
Sacks & Associates, LLC
DECREASED
Shares1,534 from 1,991
Change-457 (-23%)
Value$237.7K (-$173.9K)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
DECREASED
Shares1,532 from 1,724
Change-192 (-11%)
Value$237.4K (-$143.7K)
Filed 2026-11-04
Aries Wealth Management
DECREASED
Shares1,531 from 1,533
Change-2 (0%)
Value$237.3K (-$101.7K)
Filed 2026-10-23
Accredited Investors Inc.
DECREASED
Shares1,529 from 1,549
Change-20 (-1%)
Value$236.9K (-$105.4K)
Filed 2026-11-03
TritonPoint Partners, LLC
DECREASED
Shares1,528 from 3,529
Change-2,001 (-57%)
Value$236.8K (-$543.4K)
Filed 2026-11-05
Mechanics Financial Corp
DECREASED
Shares1,524 from 1,525
Change-1 (0%)
Value$236.1K (-$100.8K)
Filed 2026-11-05
Rossby Financial, LCC
INCREASED
Shares1,513 from 929
Change+584 (+63%)
Value$234.5K (+$29.1K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares1,511 from 4,948
Change-3,437 (-69%)
Value$234.2K (-$859.7K)
Filed 2026-10-27
Lawood & Co
NEW
Shares1,509
Change+1,509
Value$233.8K
Filed 2026-10-09
Three Bridge Wealth Advisors, LLC
NEW
Shares1,509
Change+1,509
Value$233.9K
Filed 2026-11-05
1900 Wealth Management LLC
DECREASED
Shares1,509 from 1,616
Change-107 (-7%)
Value$233.9K (-$123.4K)
Filed 2026-10-13
Fiduciary Alliance LLC
NEW
Shares1,508
Change+1,508
Value$233.7K
Filed 2026-10-13
Levin Capital Strategies, L.P.
DECREASED
Shares1,500 from 68,980
Change-67,480 (-98%)
Value$232.6K (-$15.0M)
Filed 2026-11-02
Univest Financial Corp
DECREASED
Shares1,494 from 1,600
Change-106 (-7%)
Value$231.5K (-$122.2K)
Filed 2026-11-05
Weaver Capital Management LLC
NEW
Shares1,492
Change+1,492
Value$231.2K
Filed 2026-10-15
Accurate Wealth Management, LLC
DECREASED
Shares1,486 from 1,699
Change-213 (-13%)
Value$235.0K (-$140.0K)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
DECREASED
Shares1,485 from 25,249
Change-23,764 (-94%)
Value$230.1K (-$5.4M)
Filed 2026-11-02
Revolve Wealth Partners, LLC
DECREASED
Shares1,478 from 1,949
Change-471 (-24%)
Value$229.0K (-$201.8K)
Filed 2026-10-23
Orser Capital Management, LLC
DECREASED
Shares1,470 from 1,991
Change-521 (-26%)
Value$227.8K (-$212.4K)
Filed 2026-10-13
Heritage Wealth Management, Inc.
DECREASED
Shares1,464 from 2,199
Change-735 (-33%)
Value$226.9K (-$259.3K)
Filed 2026-10-28
General Partner, Inc.
INCREASED
Shares1,461 from 100
Change+1,361 (+1361%)
Value$226.4K (+$204.3K)
Filed 2026-10-05
Stockman Wealth Management, Inc.
DECREASED
Shares1,453 from 29,902
Change-28,449 (-95%)
Value$225.2K (-$6.4M)
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares1,450 from 1,419
Change+31 (+2%)
Value$224.7K (-$89.1K)
Filed 2026-10-14
Montgomery Investment Management Inc
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$224.7K (-$95.9K)
Filed 2026-10-26
Financial Perspectives, Inc
DECREASED
Shares1,442 from 1,475
Change-33 (-2%)
Value$223.5K (-$102.6K)
Filed 2026-11-03
Sterling Capital Management LLC
DECREASED
Shares1,441 from 59,635
Change-58,194 (-98%)
Value$223.3K (-$13.0M)
Filed 2026-10-22
Texas Bank & Trust Co
NEW
Shares1,438
Change+1,438
Value$222.8K
Filed 2026-11-04
Avantra Family Wealth, Inc.
DECREASED
Shares1,432 from 1,494
Change-62 (-4%)
Value$221.9K (-$108.4K)
Filed 2026-10-20
Birch Financial Group, LLC
DECREASED
Shares1,429 from 1,433
Change-4 (0%)
Value$221.5K (-$95.2K)
Filed 2026-10-27
Conning Inc.
DECREASED
Shares1,422 from 82,374
Change-80,952 (-98%)
Value$220.4K (-$18.0M)
Filed 2026-10-27
PW Nova Financial Services LLC
DECREASED
Shares1,419 from 1,656
Change-237 (-14%)
Value$219.9K (-$146.2K)
Filed 2026-10-15
DMC Group, LLC
DECREASED
Shares1,419 from 1,463
Change-44 (-3%)
Value$219.9K (-$103.1K)
Filed 2026-10-26
Moss Adams Wealth Advisors LLC
DECREASED
Shares1,400 from 2,187
Change-787 (-36%)
Value$217.0K (-$266.5K)
Filed 2026-10-28
FSM Wealth Advisors, LLC
NEW
Shares1,396
Change+1,396
Value$215.0K
Filed 2026-10-27
Summit Wealth Group LLC / Co
INCREASED
Shares1,387 from 1,318
Change+69 (+5%)
Value$214.9K (-$76.4K)
Filed 2026-10-29
SteelPeak Wealth, LLC
DECREASED
Shares1,377 from 60,002
Change-58,625 (-98%)
Value$213.4K (-$13.1M)
Filed 2026-10-16
Abacus Planning Group, Inc.
NEW
Shares1,374
Change+1,374
Value$212.9K
Filed 2026-11-02
Legacy Private Trust Co.
DECREASED
Shares1,373 from 1,374
Change-1 (0%)
Value$212.8K (-$91.1K)
Filed 2026-10-06
Klingman & Associates, LLC
DECREASED
Shares1,372 from 1,468
Change-96 (-7%)
Value$212.6K (-$111.8K)
Filed 2026-10-20
Balefire, LLC
NEW
Shares1,371
Change+1,371
Value$212.5K
Filed 2026-10-09
Nations Financial Group Inc,
DECREASED
Shares1,369 from 1,571
Change-202 (-13%)
Value$212.3K (-$135.2K)
Filed 2026-11-05
KFA Private Wealth Group, LLC
DECREASED
Shares1,367 from 1,420
Change-53 (-4%)
Value$211.8K (-$102.1K)
Filed 2026-10-07
Mountain Pacific Investment Advisers LLC
INCREASED
Shares1,366 from 1,306
Change+60 (+5%)
Value$211.7K (-$77.0K)
Filed 2026-10-29
Jackson Square Capital, LLC
UNCHANGED
Shares1,364 from 1,364
Change0 (0%)
Value$211.4K (-$90.2K)
Filed 2026-10-19
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares1,363 from 1,396
Change-33 (-2%)
Value$211.2K (-$97.4K)
Filed 2026-10-30
Norden Group LLC
DECREASED
Shares1,356 from 3,396
Change-2,040 (-60%)
Value$210.1K (-$540.5K)
Filed 2026-10-20
Sunpointe, LLC
INCREASED
Shares1,350 from 1,319
Change+31 (+2%)
Value$209.2K (-$82.4K)
Filed 2026-10-22
Affiance Financial, LLC
NEW
Shares1,348
Change+1,348
Value$208.9K
Filed 2026-10-15
Dorval Corp
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$208.9K (-$89.1K)
Filed 2026-10-29
Veratis Advisors, Inc.
NEW
Shares1,347
Change+1,347
Value$208.7K
Filed 2026-11-03
Legacy Wealth Asset Management, LLC
DECREASED
Shares1,343 from 1,552
Change-209 (-13%)
Value$208.1K (-$135.0K)
Filed 2026-10-09
Avior Wealth Management, LLC
NEW
Shares1,342
Change+1,342
Value$208.0K
Filed 2026-10-13
Biltmore Family Office, LLC
DECREASED
Shares1,331 from 3,426
Change-2,095 (-61%)
Value$206.3K (-$551.2K)
Filed 2026-11-03
Ellis Investment Partners, LLC
INCREASED
Shares1,326 from 1,325
Change+1 (+0%)
Value$205.5K (-$87.4K)
Filed 2026-10-21
Windsor Capital Management, LLC
NEW
Shares1,315
Change+1,315
Value$203.8K
Filed 2026-10-13
Soltis Investment Advisors LLC
DECREASED
Shares1,312 from 1,839
Change-527 (-29%)
Value$203.3K (-$203.3K)
Filed 2026-10-28
Bell Bank
NEW
Shares1,311
Change+1,311
Value$203.2K
Filed 2026-10-21
Jnba Financial Advisors
DECREASED
Shares1,308 from 1,329
Change-21 (-2%)
Value$202.7K (-$91.1K)
Filed 2026-11-03
Scissortail Wealth Management, LLC
NEW
Shares1,305
Change+1,305
Value$202.2K
Filed 2026-11-03
Ballast, Inc.
DECREASED
Shares1,305 from 4,738
Change-3,433 (-72%)
Value$202.2K (-$845.2K)
Filed 2026-10-20
Miller Wealth Advisors, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$201.5K (-$85.9K)
Filed 2026-11-02
Greenup Street Wealth Management LLC
DECREASED
Shares1,299 from 1,360
Change-61 (-4%)
Value$201.3K (-$99.4K)
Filed 2026-10-28
Howland Capital Management LLC
DECREASED
Shares1,295 from 1,633
Change-338 (-21%)
Value$200.7K (-$160.2K)
Filed 2026-10-22
Simon Quick Advisors, LLC
INCREASED
Shares1,294 from 1,142
Change+152 (+13%)
Value$200.5K (-$51.9K)
Filed 2026-10-26
Stonebridge Financial Group, LLC
INCREASED
Shares1,292 from 1,283
Change+9 (+1%)
Value$200.2K (-$83.4K)
Filed 2026-10-01
Baker Boyer National Bank
DECREASED
Shares1,291 from 1,293
Change-2 (0%)
Value$200.1K (-$85.7K)
Filed 2026-11-05
Roman Butler Fullerton & Co
DECREASED
Shares1,274 from 1,291
Change-17 (-1%)
Value$207.0K (-$68.0K)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
INCREASED
Shares1,233 from 1,207
Change+26 (+2%)
Value$191.0K (+$190.7K)
Filed 2026-10-27
Manchester Capital Management LLC
DECREASED
Shares1,214 from 1,265
Change-51 (-4%)
Value$188.1K (-$91.5K)
Filed 2026-10-22
Adirondack Trust Co
NEW
Shares1,182
Change+1,182
Value$183.1K
Filed 2026-10-14
Gen-Wealth Partners Inc
DECREASED
Shares1,163 from 5,233
Change-4,070 (-78%)
Value$180.2K (-$976.7K)
Filed 2026-11-04
DiNuzzo Private Wealth, Inc.
INCREASED
Shares1,124 from 1,086
Change+38 (+4%)
Value$174.2K (-$65.9K)
Filed 2026-10-16
First Bancorp, Inc
DECREASED
Shares1,113 from 1,249
Change-136 (-11%)
Value$172.5K (-$103.6K)
Filed 2026-10-26
StrongBox Wealth, LLC
DECREASED
Shares1,112 from 1,291
Change-179 (-14%)
Value$172.3K (-$113.1K)
Filed 2026-11-02
United Community Bank
INCREASED
Shares1,089 from 663
Change+426 (+64%)
Value$168.8K (+$22.3K)
Filed 2026-10-28
Hoey Investments, Inc
DECREASED
Shares1,081 from 1,106
Change-25 (-2%)
Value$167.5K (-$77.0K)
Filed 2026-10-29
Global Trust Asset Management, LLC
NEW
Shares1,067
Change+1,067
Value$165.4K
Filed 2026-10-19
Security National Bank
NEW
Shares1,045
Change+1,045
Value$161.9K
Filed 2026-10-26
Pavaki Capital Management LLC
NEW
Shares1,000
Change+1,000
Value$155.0K
Filed 2026-10-26
Barrett & Company, Inc.
DECREASED
Shares978 from 1,069
Change-91 (-9%)
Value$151.6K (-$84.8K)
Filed 2026-10-22
Activest Wealth Management
INCREASED
Shares965 from 9
Change+956 (+10622%)
Value$149.5K (+$147.6K)
Filed 2026-10-15
Bangor Savings Bank
NEW
Shares945
Change+945
Value$146.4K
Filed 2026-10-06
Highline Wealth Partners LLC
INCREASED
Shares934 from 776
Change+158 (+20%)
Value$144.7K (-$26.8K)
Filed 2026-10-19
Southern Michigan Bank & Trust
DECREASED
Shares926 from 943
Change-17 (-2%)
Value$143.5K (-$64.9K)
Filed 2026-10-19
Bullock Wealth Management Group
INCREASED
Shares918 from 900
Change+18 (+2%)
Value$141.4K (-$63.1K)
Filed 2026-10-09
Kelleher Financial Advisors
DECREASED
Shares910 from 1,693
Change-783 (-46%)
Value$141.0K (-$233.3K)
Filed 2026-10-30
Ascentis Wealth Management, LLC
DECREASED
Shares899 from 4,302
Change-3,403 (-79%)
Value$139.3K (-$811.7K)
Filed 2026-11-03
Pacific Center for Financial Services
UNCHANGED
Shares892 from 892
Change0 (0%)
Value$138.2K (-$59.0K)
Filed 2026-10-15
Acropolis Investment Management, LLC
INCREASED
Shares838 from 762
Change+76 (+10%)
Value$129.9K (-$38.6K)
Filed 2026-10-08
Cape Investment Advisory, Inc.
INCREASED
Shares837 from 353
Change+484 (+137%)
Value$129.7K (+$51.7K)
Filed 2026-10-13
Bank of New Hampshire
DECREASED
Shares821 from 893
Change-72 (-8%)
Value$127.2K (-$70.1K)
Filed 2026-10-06
Compass Financial Management LLC
DECREASED
Shares811 from 987
Change-176 (-18%)
Value$125.7K (-$90.2K)
Filed 2026-10-30
Acima Private Wealth, LLC
NEW
Shares804
Change+804
Value$124.6K
Filed 2026-10-05
Evermay Wealth Management LLC
DECREASED
Shares801 from 1,111
Change-310 (-28%)
Value$124.1K (-$121.5K)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares799 from 1,110
Change-311 (-28%)
Value$123.8K (-$121.6K)
Filed 2026-11-02
Nemes Rush Group LLC
DECREASED
Shares787 from 794
Change-7 (-1%)
Value$122.0K (-$53.6K)
Filed 2026-11-04
Godsey & Gibb, Inc
INCREASED
Shares783 from 732
Change+51 (+7%)
Value$121.3K (-$40.5K)
Filed 2026-10-14
Birchbrook, Inc.
DECREASED
Shares779 from 2,137
Change-1,358 (-64%)
Value$120.7K (-$351.7K)
Filed 2026-10-14
Sava Infond d.o.o.
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$118.6K (-$50.6K)
Filed 2026-10-28
Trust Co
DECREASED
Shares706 from 746
Change-40 (-5%)
Value$109.4K (-$55.5K)
Filed 2026-10-09
St. Johns Investment Management Company, LLC
UNCHANGED
Shares696 from 696
Change0 (0%)
Value$107.9K (-$46.0K)
Filed 2026-10-30
Adkins Seale Capital Management LLC
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$107.4K (-$45.8K)
Filed 2026-10-27
Lynch Investment Planning, LLC
NEW
Shares666
Change+666
Value$103.2K
Filed 2026-10-27
GGM Financial LLC
DECREASED
Shares635 from 758
Change-123 (-16%)
Value$98.4K (-$69.2K)
Filed 2026-11-05
Quaker Wealth Management, LLC
DECREASED
Shares631 from 718
Change-87 (-12%)
Value$97.8K (-$60.9K)
Filed 2026-10-22
Key FInancial Inc
DECREASED
Shares631 from 636
Change-5 (-1%)
Value$97.8K (-$42.8K)
Filed 2026-11-02
Atwood & Palmer Inc
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$97.3K (-$41.5K)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares624
Change+624
Value$96.7K
Filed 2026-10-21
Financial Consulate, Inc
DECREASED
Shares617 from 812
Change-195 (-24%)
Value$95.6K (-$83.9K)
Filed 2026-10-23
Rosenberg Matthew Hamilton
DECREASED
Shares599 from 755
Change-156 (-21%)
Value$92.8K (-$74.1K)
Filed 2026-10-05
North Point Portfolio Managers Corp
NEW
Shares598
Change+598
Value$92.7K
Filed 2026-10-07
Roxbury Financial LLC
NEW
Shares589
Change+589
Value$91.3K
Filed 2026-10-01
Thompson Investment Management, Inc.
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$89.9K (-$38.3K)
Filed 2026-10-14
Towne Trust Company, N.a
NEW
Shares560
Change+560
Value$86.8K
Filed 2026-10-28
J.Safra Asset Management Corp
DECREASED
Shares549 from 559
Change-10 (-2%)
Value$85.1K (-$38.5K)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares543
Change+543
Value$84.1K
Filed 2026-10-27
Deseret Mutual Benefit Administrators
DECREASED
Shares541 from 761
Change-220 (-29%)
Value$83.8K (-$84.4K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares532 from 795
Change-263 (-33%)
Value$82.4K (-$93.3K)
Filed 2026-10-27
Fulcrum Asset Management LLP
NEW
Shares529
Change+529
Value$82.2K
Filed 2026-11-04
Hara Capital LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$81.4K (-$34.7K)
Filed 2026-10-30
Washington Trust Advisors, Inc.
INCREASED
Shares523 from 461
Change+62 (+13%)
Value$81.0K (-$20.9K)
Filed 2026-10-22
Creative Financial Designs Inc
INCREASED
Shares520 from 375
Change+145 (+39%)
Value$80.6K (-$2.3K)
Filed 2026-11-04
Montgomery Financial Services LLC
NEW
Shares513
Change+513
Value$79.5K
Filed 2026-11-03
TFC Financial Management, Inc.
DECREASED
Shares512 from 522
Change-10 (-2%)
Value$79.3K (-$36.1K)
Filed 2026-10-26
Flagship Wealth Advisors, LLC
INCREASED
Shares510 from 480
Change+30 (+6%)
Value$79.0K (-$27.1K)
Filed 2026-11-03
Piscataqua Savings Bank
DECREASED
Shares488 from 501
Change-13 (-3%)
Value$75.6K (-$35.1K)
Filed 2026-10-21
Dorato Capital Management
INCREASED
Shares482 from 442
Change+40 (+9%)
Value$73.8K (-$23.8K)
Filed 2026-10-08
Wolverine Asset Management LLC
DECREASED
Shares463 from 897
Change-434 (-48%)
Value$71.8K (-$126.6K)
Filed 2026-11-02
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares459 from 392
Change+67 (+17%)
Value$71.1K (-$15.5K)
Filed 2026-10-30
First Command Advisory Services, Inc.
DECREASED
Shares454 from 819
Change-365 (-45%)
Value$70.4K (-$110.7K)
Filed 2026-11-05
Dakota Community Bank & Trust NA
DECREASED
Shares440 from 587
Change-147 (-25%)
Value$68.2K (-$61.6K)
Filed 2026-10-09
Richardson Capital Management LLC
INCREASED
Shares427 from 335
Change+92 (+27%)
Value$66.2K (-$7.9K)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
DECREASED
Shares414 from 458
Change-44 (-10%)
Value$64.2K (-$37.1K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
DECREASED
Shares410 from 554
Change-144 (-26%)
Value$63.5K (-$58.9K)
Filed 2026-11-04
Curat Global, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$62.0K (-$26.4K)
Filed 2026-10-26
Summit Securities Group LLC
DECREASED
Shares396 from 19,315
Change-18,919 (-98%)
Value$61.4K (-$4.2M)
Filed 2026-11-05
Lodestone Wealth Management LLC
DECREASED
Shares382 from 406
Change-24 (-6%)
Value$59.2K (-$30.6K)
Filed 2026-10-14
Cromwell Holdings LLC
NEW
Shares361
Change+361
Value$55.9K
Filed 2026-10-28
High Note Wealth, LLC
DECREASED
Shares357 from 372
Change-15 (-4%)
Value$55.3K (-$26.9K)
Filed 2026-10-27
Centerpoint Advisors, LLC
DECREASED
Shares352 from 371
Change-19 (-5%)
Value$55.0K (+$54.9K)
Filed 2026-11-05
Keystone Financial Group, Inc.
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$53.5K (-$22.8K)
Filed 2026-10-13
First Financial Corp
NEW
Shares338
Change+338
Value$52.4K
Filed 2026-10-13
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$51.0K (-$21.8K)
Filed 2026-10-16
Community Financial Services Group, LLC
NEW
Shares318
Change+318
Value$49.0K
Filed 2026-10-15
Center for Financial Planning, Inc.
INCREASED
Shares316 from 117
Change+199 (+170%)
Value$49.0K (+$23.1K)
Filed 2026-10-26
Brown Shipley& Co Ltd
INCREASED
Shares307 from 192
Change+115 (+60%)
Value$47.6K (+$5.1K)
Filed 2026-10-09
Hickory Point Bank & Trust
NEW
Shares306
Change+306
Value$47.4K
Filed 2026-10-01
Princeton Global Asset Management LLC
DECREASED
Shares300 from 563
Change-263 (-47%)
Value$46.5K (-$78.0K)
Filed 2026-10-21
LFA - Lugano Financial Advisors SA
DECREASED
Shares300 from 358
Change-58 (-16%)
Value$46.5K (-$32.7K)
Filed 2026-11-03
Trifecta Capital Advisors, LLC
DECREASED
Shares300 from 302
Change-2 (-1%)
Value$46.5K (-$20.3K)
Filed 2026-10-21
Wolff Wiese Magana LLC
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$44.3K (-$18.9K)
Filed 2026-10-15
UMB Private Wealth Management, LLC
NEW
Shares282
Change+282
Value$43.7K
Filed 2026-10-19
First Premier Bank
DECREASED
Shares282 from 682
Change-400 (-59%)
Value$43 (-$108)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
INCREASED
Shares275 from 273
Change+2 (+1%)
Value$42.6K (-$17.7K)
Filed 2026-10-20
American Capital Advisory, LLC
DECREASED
Shares265 from 272
Change-7 (-3%)
Value$41.1K (-$19.1K)
Filed 2026-10-28
Dynamic Wealth Strategies, LLC
DECREASED
Shares260 from 526
Change-266 (-51%)
Value$40.3K (-$76.0K)
Filed 2026-10-16
Owl Creek Wealth Partners LLC
DECREASED
Shares255 from 356
Change-101 (-28%)
Value$39.5K (-$39.2K)
Filed 2026-10-20
Aspect Partners, LLC
INCREASED
Shares253 from 247
Change+6 (+2%)
Value$39.2K (-$15.4K)
Filed 2026-10-20
Westside Investment Management, Inc.
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$39.2K (-$16.8K)
Filed 2026-11-02
Mosley Wealth Management
DECREASED
Shares252 from 373
Change-121 (-32%)
Value$41.1K (-$41.4K)
Filed 2026-10-16
Banque de Luxembourg S.A.
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$38.9K (-$16.4K)
Filed 2026-10-14
Hoese & Co LLP
NEW
Shares250
Change+250
Value$38.7K
Filed 2026-10-21
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares250 from 144
Change+106 (+74%)
Value$38.7K (+$6.9K)
Filed 2026-10-20
Harbor Asset Planning, Inc.
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$38.0K (-$16.2K)
Filed 2026-10-23
Hurley Capital, LLC
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$37.3K (-$15.9K)
Filed 2026-11-05
Accordant Advisory Group Inc
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$37.0K (-$15.8K)
Filed 2026-10-29
Trellis Wealth Advisors LLC
NEW
Shares235
Change+235
Value$36.4K
Filed 2026-10-19
Wilkerson Advisory Group LLC
DECREASED
Shares234 from 288
Change-54 (-19%)
Value$36.3K (-$27.4K)
Filed 2026-10-20
Main Street Group, LTD
INCREASED
Shares232 from 194
Change+38 (+20%)
Value$36.0K (-$6.9K)
Filed 2026-10-28
Bank & Trust Co
INCREASED
Shares222 from 159
Change+63 (+40%)
Value$34.3K (-$715)
Filed 2026-10-07
Glass Jacobson Investment Advisors llc
DECREASED
Shares220 from 221
Change-1 (0%)
Value$34.1K (-$14.8K)
Filed 2026-10-26
Downshift Financial, LLC
DECREASED
Shares219 from 360
Change-141 (-39%)
Value$34.0K (-$45.6K)
Filed 2026-10-13
Private Wealth Management Group, LLC
INCREASED
Shares216 from 202
Change+14 (+7%)
Value$33.5K (-$11.2K)
Filed 2026-10-19
SBI Securities Co., Ltd.
NEW
Shares215
Change+215
Value$33.3K
Filed 2026-10-22
West Paces Advisors Inc.
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$33.2K (-$14.1K)
Filed 2026-10-13
First Community Trust NA
NEW
Shares213
Change+213
Value$33.0K
Filed 2026-10-07
Gables Capital Management Inc.
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$32.7K (-$13.9K)
Filed 2026-11-04
MB, Levis & Associates, LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$32.2K (-$13.8K)
Filed 2026-10-16
MV Capital Management, Inc.
DECREASED
Shares197 from 203
Change-6 (-3%)
Value$30.5K (-$14.4K)
Filed 2026-10-29
Pension & Wealth Management Advisors, Inc.
NEW
Shares194
Change+194
Value$30.1K
Filed 2026-10-16
Holos Integrated Wealth LLC
INCREASED
Shares190 from 65
Change+125 (+192%)
Value$30.9K (+$15.4K)
Filed 2026-10-23
Arlington Trust Co LLC
INCREASED
Shares187 from 146
Change+41 (+28%)
Value$29.0K (-$3.3K)
Filed 2026-10-20
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$28.4K (-$12.1K)
Filed 2026-10-23
Buck Wealth Strategies, LLC
INCREASED
Shares181 from 178
Change+3 (+2%)
Value$28.1K (-$11.3K)
Filed 2026-10-28
Kentucky Trust Co
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$27.6K (-$11.8K)
Filed 2026-10-15
Nfsg Corp
DECREASED
Shares176 from 372
Change-196 (-53%)
Value$27.3K (-$55.0K)
Filed 2026-10-15
Miller Global Investments, LLC
NEW
Shares172
Change+172
Value$26.7K
Filed 2026-10-02
Bayban
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$37.9K ($0)
Filed 2026-11-05
Salomon & Ludwin, LLC
DECREASED
Shares170 from 251
Change-81 (-32%)
Value$26.3K (-$30.7K)
Filed 2026-10-29
Triumph Capital Management
DECREASED
Shares164 from 196
Change-32 (-16%)
Value$25.4K (-$17.9K)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares160
Change+160
Value$24.8K
Filed 2026-10-27
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares156 from 627
Change-471 (-75%)
Value$24.2K (-$114.4K)
Filed 2026-10-28
Hughes Financial Services, LLC
INCREASED
Shares152 from 27
Change+125 (+463%)
Value$24.3K (+$18.4K)
Filed 2026-10-30
True Wealth Design, LLC
DECREASED
Shares152 from 255
Change-103 (-40%)
Value$23.6K (-$32.8K)
Filed 2026-10-13
Creative Capital Management Investments LLC
DECREASED
Shares150 from 165
Change-15 (-9%)
Value$23.2K (-$13.2K)
Filed 2026-10-28
Cranbrook Wealth Management, LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$22.5K (-$9.6K)
Filed 2026-10-28
Maseco LLP
INCREASED
Shares140 from 135
Change+5 (+4%)
Value$21.7K (-$8.1K)
Filed 2026-10-27
Byrne Asset Management LLC
INCREASED
Shares138 from 116
Change+22 (+19%)
Value$21.3K (-$4.4K)
Filed 2026-10-06
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$21.2K (-$10.8K)
Filed 2026-10-01
Access Investment Management LLC
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$21.2K (-$9.1K)
Filed 2026-10-23
Bell Investment Advisors, Inc
INCREASED
Shares135 from 131
Change+4 (+3%)
Value$20.9K (-$8.0K)
Filed 2026-10-29
Financial Management Professionals, Inc.
DECREASED
Shares127 from 161
Change-34 (-21%)
Value$19.7K (-$15.9K)
Filed 2026-10-23
Ulland Investment Advisors, LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$20 (-$8)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$19.5K (-$8.3K)
Filed 2026-10-15
Next Level Wealth Planning, LLC
NEW
Shares125
Change+125
Value$19.4K
Filed 2026-10-29
Hager Investment Management Services, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$19.4K (-$8.3K)
Filed 2026-11-04
West Branch Capital LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$18.1K (-$7.7K)
Filed 2026-10-20
Ares Financial Consulting, LLC
DECREASED
Shares113 from 148
Change-35 (-24%)
Value$17.5K (-$15.2K)
Filed 2026-10-19
Breakwater Investment Management
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$17.5K (-$7.5K)
Filed 2026-10-20
James T. Borello RIA
DECREASED
Shares111 from 123
Change-12 (-10%)
Value$17.2K (-$10.0K)
Filed 2026-10-16
Noble Wealth Management PBC
NEW
Shares108
Change+108
Value$16.7K
Filed 2026-10-01
Sfam, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$16.6K (-$7.1K)
Filed 2026-11-03
Entrust Financial LLC
DECREASED
Shares106 from 158
Change-52 (-33%)
Value$16.4K (-$18.5K)
Filed 2026-11-04
Kozak & Associates, Inc.
NEW
Shares105
Change+105
Value$18.6K
Filed 2026-10-29
Avion Wealth
INCREASED
Shares105 from 67
Change+38 (+57%)
Value$16 (+$2)
Filed 2026-11-04
New England Capital Financial Advisors LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$16.3K (-$6.9K)
Filed 2026-11-03
Align Financial, LLC
INCREASED
Shares103 from 101
Change+2 (+2%)
Value$16.0K (-$6.4K)
Filed 2026-10-16
Midwest Capital Advisors, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$15.8K (-$6.7K)
Filed 2026-11-04
Louisbourg Investments Inc.
NEW
Shares101
Change+101
Value$15.7K
Filed 2026-10-20
Vermillion Wealth Management, Inc.
DECREASED
Shares100 from 329
Change-229 (-70%)
Value$15.5K (-$57.2K)
Filed 2026-10-26
Investment Research & Advisory Group, Inc.
INCREASED
Shares100 from 50
Change+50 (+100%)
Value$15.5K (+$21)
Filed 2026-10-19
WPG Advisers, LLC
DECREASED
Shares100 from 148
Change-48 (-32%)
Value$15.5K (-$17.2K)
Filed 2026-10-27
Marquette Asset Management, LLC
DECREASED
Shares95 from 115
Change-20 (-17%)
Value$14.7K (-$10.7K)
Filed 2026-10-09
Ameliora Wealth Management Ltd.
DECREASED
Shares95 from 96
Change-1 (-1%)
Value$14.7K (-$6.4K)
Filed 2026-10-23
Birchwood Financial Partners, Inc.
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$14.7K (-$6.3K)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$14.7K (-$6.3K)
Filed 2026-11-02
University of Texas S AM Investment Management Co
DECREASED
Shares94 from 495
Change-401 (-81%)
Value$14.6K (-$95.1K)
Filed 2026-11-03
Joseph Group Capital Management
INCREASED
Shares89 from 67
Change+22 (+33%)
Value$13.8K (-$1.0K)
Filed 2026-11-04
Key Capital Management, Inc
INCREASED
Shares87 from 82
Change+5 (+6%)
Value$13.5K (-$4.6K)
Filed 2026-11-03
Putney Financial Group LLC
NEW
Shares86
Change+86
Value$13.3K
Filed 2026-10-30
Concord Wealth Partners
DECREASED
Shares86 from 714
Change-628 (-88%)
Value$13.3K (-$144.5K)
Filed 2026-11-02
First Pacific Financial
DECREASED
Shares86 from 119
Change-33 (-28%)
Value$13.3K (-$13.0K)
Filed 2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$13.3K (-$5.7K)
Filed 2026-10-15
Signature Equity Partners, LLC
DECREASED
Shares85 from 118
Change-33 (-28%)
Value$13.2K (-$12.9K)
Filed 2026-10-29
High Point Wealth Management, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$13.2K (-$5.6K)
Filed 2026-11-05
Catalyst Capital Advisors LLC
DECREASED
Shares84 from 4,868
Change-4,784 (-98%)
Value$13.0K (-$1.1M)
Filed 2026-11-02
Guardian Partners Inc.
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$13.0K (-$5.6K)
Filed 2026-10-21
Cdkv Holdings LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$12.9K (-$5.5K)
Filed 2026-10-28
Intesa Sanpaolo Wealth Management
NEW
Shares80
Change+80
Value$12.4K
Filed 2026-10-28
Markowski Investments
INCREASED
Shares77 from 52
Change+25 (+48%)
Value$11.9K (+$437)
Filed 2026-10-30
Horizon Financial Services, LLC
DECREASED
Shares75 from 98
Change-23 (-23%)
Value$11.6K (-$10.0K)
Filed 2026-11-04
Pathway Financial Advisers, LLC
NEW
Shares74
Change+74
Value$11.5K
Filed 2026-10-27
Tounjian Advisory Partners, LLC
INCREASED
Shares73 from 70
Change+3 (+4%)
Value$11.3K (-$4.2K)
Filed 2026-11-04
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$11.2K (-$4.8K)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$11.2K (-$4.8K)
Filed 2026-10-23
Mascoma Wealth Management LLC
DECREASED
Shares71 from 153
Change-82 (-54%)
Value$11.0K (-$22.8K)
Filed 2026-10-23
RMG Wealth Management LLC
NEW
Shares69
Change+69
Value$11.1K
Filed 2026-10-26
Heritage Family Offices, LLP
NEW
Shares66
Change+66
Value$10.2K
Filed 2026-11-02
Planning Strategies Inc.
DECREASED
Shares65 from 166
Change-101 (-61%)
Value$10.1K (-$26.6K)
Filed 2026-10-02
Fortitude Family Office, LLC
DECREASED
Shares65 from 152
Change-87 (-57%)
Value$10.1K (-$23.5K)
Filed 2026-10-14
Reap Financial Group, LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$9.8K (-$4.2K)
Filed 2026-11-02
Covestor Ltd
INCREASED
Shares62 from 59
Change+3 (+5%)
Value$10 (-$3)
Filed 2026-10-30
SRH Advisors, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$9.6K (-$4.1K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$9.6K (-$4.1K)
Filed 2026-10-23
Fairway Wealth LLC
NEW
Shares56
Change+56
Value$8.7K
Filed 2026-10-30
Mainstream Capital Management LLC
NEW
Shares55
Change+55
Value$8.5K
Filed 2026-10-23
Essential Partners LLC
DECREASED
Shares55 from 470
Change-415 (-88%)
Value$8.5K (-$95.4K)
Filed 2026-10-14
Abound Wealth Management
DECREASED
Shares55 from 60
Change-5 (-8%)
Value$8.5K (-$4.7K)
Filed 2026-10-26
Rydar Equities, Inc.
NEW
Shares54
Change+54
Value$8.3K
Filed 2026-10-13
Tsfg, LLC
DECREASED
Shares52 from 880
Change-828 (-94%)
Value$8.0K (+$7.8K)
Filed 2026-10-23
Evolution Wealth Management Inc.
DECREASED
Shares50 from 122
Change-72 (-59%)
Value$7.7K (-$19.2K)
Filed 2026-10-28
John Boyer, Inc.
NEW
Shares48
Change+48
Value$7.4K
Filed 2026-10-27
Y.D. More Investments Ltd
NEW
Shares47
Change+47
Value$7.3K
Filed 2026-11-02
Nvwm, LLC
DECREASED
Shares47 from 51
Change-4 (-8%)
Value$7.3K (-$4.0K)
Filed 2026-10-14
Valued Wealth Advisors LLC
DECREASED
Shares45 from 188
Change-143 (-76%)
Value$7.0K (-$34.6K)
Filed 2026-11-05
Fairscale Capital, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$6.5K (-$2.8K)
Filed 2026-11-04
Caitong International Asset Management Co., Ltd
NEW
Shares41
Change+41
Value$6.4K
Filed 2026-10-29
Proathlete Wealth Management LLC
NEW
Shares41
Change+41
Value$6.4K
Filed 2026-10-15
Meriwether Wealth & Planning, LLC
NEW
Shares40
Change+40
Value$6.2K
Filed 2026-10-13
Balance Wealth Partners LLC
NEW
Shares38
Change+38
Value$5.9K
Filed 2026-10-27
Archer Investment Corp
DECREASED
Shares38 from 2,631
Change-2,593 (-99%)
Value$5.9K (-$575.8K)
Filed 2026-11-05
Olistico Wealth, LLC
NEW
Shares35
Change+35
Value$5.4K
Filed 2026-10-05
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$5.4K (-$2.3K)
Filed 2026-10-21
CKW Financial Group
NEW
Shares30
Change+30
Value$5
Filed 2026-10-29
O'Domhnaill Enterprises, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$4.5K (-$1.9K)
Filed 2026-10-29
Clark Wealth Partners
INCREASED
Shares28 from 15
Change+13 (+87%)
Value$4.3K (+$1.0K)
Filed 2026-10-19
Burk Holdings LLC
INCREASED
Shares28 from 20
Change+8 (+40%)
Value$4.3K (-$83)
Filed 2026-11-05
Fairman Group, LLC
INCREASED
Shares27 from 5
Change+22 (+440%)
Value$4.2K (+$3.1K)
Filed 2026-10-26
Gleason Group, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$4.2K (-$1.8K)
Filed 2026-10-15
Investors Research Corp
DECREASED
Shares26 from 52
Change-26 (-50%)
Value$4.0K (-$7.5K)
Filed 2026-10-07
Elevation Wealth Partners, LLC
DECREASED
Shares25 from 88
Change-63 (-72%)
Value$3.9K (-$15.6K)
Filed 2026-10-07
Bay Harbor Wealth Management, LLC
DECREASED
Shares25 from 35
Change-10 (-29%)
Value$3.9K (-$3.9K)
Filed 2026-11-03
DecisionPoint Financial, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.9K (-$1.8K)
Filed 2026-10-27
Strategic Advocates LLC
DECREASED
Shares24 from 28
Change-4 (-14%)
Value$3.7K (-$2.5K)
Filed 2026-11-03
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares23
Change+23
Value$3.6K
Filed 2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares21
Change+21
Value$3
Filed 2026-10-14
Clean Yield Group
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$3.3K (-$1.4K)
Filed 2026-10-28
Phillip James Consulting Co.
DECREASED
Shares20 from 23
Change-3 (-13%)
Value$3.1K (-$2.0K)
Filed 2026-11-03
Redwood Park Advisors LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.1K (-$1.3K)
Filed 2026-11-02
Goodman Advisory Group, LLC
NEW
Shares15
Change+15
Value$2.3K
Filed 2026-11-02
Old Second National Bank of Aurora
NEW
Shares15
Change+15
Value$2.3K
Filed 2026-10-22
Syntax Research, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.2K (-$926)
Filed 2026-11-04
Catherine Avery Investment Management LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.2K (-$925)
Filed 2026-10-14
Monetary Solutions, Ltd
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.0K (-$859)
Filed 2026-10-22
Davis Capital Management
INCREASED
Shares12 from 8
Change+4 (+50%)
Value$1.9K (+$91)
Filed 2026-10-08
Cornerstone National Bank & Trust Co
NEW
Shares11
Change+11
Value$1.7K
Filed 2026-10-20
Acumen Wealth Advisors, LLC
INCREASED
Shares11 from 7
Change+4 (+57%)
Value$1.7K (+$157)
Filed 2026-11-05
Arcadia Investment Advisors LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.6K (-$661)
Filed 2026-10-13
SJS Investment Consulting Inc.
DECREASED
Shares9 from 116
Change-107 (-92%)
Value$1.4K (-$24.3K)
Filed 2026-10-26
Smallwood Wealth Investment Management, LLC
INCREASED
Shares9 from 2
Change+7 (+350%)
Value$1.4K (+$952)
Filed 2026-10-30
Sunrise Financial Services, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.1K (-$463)
Filed 2026-10-21
Granite FO LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$930 (-$396)
Filed 2026-10-14
Richardson Financial Services Inc.
DECREASED
Shares5 from 100
Change-95 (-95%)
Value$775 (-$20.8K)
Filed 2026-10-30
Strengthening Families & Communities, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$775 (-$330)
Filed 2026-10-21
Torren Management, LLC
NEW
Shares4
Change+4
Value$620
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares4 from 314
Change-310 (-99%)
Value$618 (-$68.8K)
Filed 2026-10-14
Advocate Investing Services LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$620 (-$264)
Filed 2026-10-26
Rakuten Securities, Inc.
NEW
Shares3
Change+3
Value$465
Filed 2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$465 (-$198)
Filed 2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares2 from 182
Change-180 (-99%)
Value$310 (-$39.9K)
Filed 2026-10-28
Networth Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$310 (-$132)
Filed 2026-11-03
3 Factor Indexing, LLC
NEW
Shares1
Change+1
Value$155
Filed 2026-10-15
Murphy & Mullick Capital Management Corp
NEW
Shares1
Change+1
Value$155
Filed 2026-11-02
Gilpin Wealth Management, LLC
DECREASED
Shares1 from 52
Change-51 (-98%)
Value$155 (-$11.3K)
Filed 2026-10-09
IMG Wealth Management, Inc.
DECREASED
Shares1 from 31
Change-30 (-97%)
Value$155 (-$6.7K)
Filed 2026-10-27
NorthAvenue LLC
DECREASED
Shares1 from 12
Change-11 (-92%)
Value$155 (-$2.5K)
Filed 2026-10-29
Retirement Wealth Solutions LLC
DECREASED
Shares1 from 6
Change-5 (-83%)
Value$155 (-$1.2K)
Filed 2026-10-07
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$155 (-$67)
Filed 2026-10-15
Locust Wood Capital Advisers, LLC
CLOSED
Shares0 from 256,418
Change-256,418 (-100%)
Value$0 (-$56.7M)
Filed 2026-11-03
Antipodes Partners Ltd
CLOSED
Shares0 from 81,593
Change-81,593 (-100%)
Value$0 (-$18.0M)
Filed 2026-11-05
SEB Asset Management AB
CLOSED
Shares0 from 79,761
Change-79,761 (-100%)
Value$0 (-$17.6M)
Filed 2026-11-04
Phraction Management LLC
CLOSED
Shares0 from 30,821
Change-30,821 (-100%)
Value$0 (-$6.8M)
Filed 2026-10-14
ARS Investment Partners, LLC
CLOSED
Shares0 from 30,305
Change-30,305 (-100%)
Value$0 (-$6.7M)
Filed 2026-11-05
O'Brien Greene & Co. Inc
CLOSED
Shares0 from 26,135
Change-26,135 (-100%)
Value$0 (-$5.8M)
Filed 2026-11-05
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 25,097
Change-25,097 (-100%)
Value$0 (-$5.5M)
Filed 2026-10-15
LaFleur & Godfrey LLC
CLOSED
Shares0 from 24,674
Change-24,674 (-100%)
Value$0 (-$5.5M)
Filed 2026-10-27
Great Lakes Retirement, Inc.
CLOSED
Shares0 from 23,972
Change-23,972 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-26
Intact Investment Management Inc.
CLOSED
Shares0 from 22,900
Change-22,900 (-100%)
Value$0 (-$5.1M)
Filed 2026-11-03
Stokes Capital Advisors, LLC
CLOSED
Shares0 from 17,739
Change-17,739 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-09
Advisory Resource Group
CLOSED
Shares0 from 15,491
Change-15,491 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-26
Nicholas Company, Inc.
CLOSED
Shares0 from 15,227
Change-15,227 (-100%)
Value$0 (-$3.4M)
Filed 2026-11-05
WoodTrust Financial Corp
CLOSED
Shares0 from 14,369
Change-14,369 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-09
Hendley & Co Inc
CLOSED
Shares0 from 14,365
Change-14,365 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-29
Themes Management Co LLC
CLOSED
Shares0 from 14,284
Change-14,284 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-29
Alps Advisors Inc
CLOSED
Shares0 from 13,900
Change-13,900 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-03
Bouvel Investment Partners, LLC
CLOSED
Shares0 from 13,523
Change-13,523 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-13
IronBridge Private Wealth, LLC
CLOSED
Shares0 from 12,309
Change-12,309 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-03
Maxi Investments CY Ltd
CLOSED
Shares0 from 11,900
Change-11,900 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-26
Greystone Financial Group, LLC
CLOSED
Shares0 from 11,876
Change-11,876 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-26
Leelyn Smith, LLC
CLOSED
Shares0 from 11,856
Change-11,856 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-03
Wellington Shields & Co., LLC
CLOSED
Shares0 from 9,221
Change-9,221 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-03
Vista Investment Partners LLC
CLOSED
Shares0 from 8,818
Change-8,818 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-08
Quadrant Capital Group LLC
CLOSED
Shares0 from 8,750
Change-8,750 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-20
Community Trust & Investment Co
CLOSED
Shares0 from 7,836
Change-7,836 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-15
Prevail Innovative Wealth Advisors, LLC
CLOSED
Shares0 from 7,814
Change-7,814 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-20
Left Brain Wealth Management, LLC
CLOSED
Shares0 from 7,084
Change-7,084 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-28
Vertrix Wealth Management, LLC
CLOSED
Shares0 from 7,081
Change-7,081 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-13
OmniStar Financial Group, Inc.
CLOSED
Shares0 from 6,789
Change-6,789 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-26
Sanders Morris Harris LLC
CLOSED
Shares0 from 6,499
Change-6,499 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-14
Trust Co of Oklahoma
CLOSED
Shares0 from 6,438
Change-6,438 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-15
Matauro, LLC
CLOSED
Shares0 from 6,081
Change-6,081 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
Vista Investment Partners II, LLC
CLOSED
Shares0 from 6,033
Change-6,033 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-15
Fulcrum Wealth Advisors, LLC
CLOSED
Shares0 from 5,765
Change-5,765 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
Marathon Wealth Advisors LLC
CLOSED
Shares0 from 5,594
Change-5,594 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-04
Ticino Wealth
CLOSED
Shares0 from 5,061
Change-5,061 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-13
Ascent Group, LLC
CLOSED
Shares0 from 5,061
Change-5,061 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-30
Summit Asset Management, LLC
CLOSED
Shares0 from 4,888
Change-4,888 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
Royal Fund Management, LLC
CLOSED
Shares0 from 4,450
Change-4,450 (-100%)
Value$0 (-$983.8K)
Filed 2026-10-22
Trek Financial, LLC
CLOSED
Shares0 from 4,403
Change-4,403 (-100%)
Value$0 (-$973.4K)
Filed 2026-10-29
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 4,333
Change-4,333 (-100%)
Value$0 (-$957.9K)
Filed 2026-10-28
Crescent Sterling, Ltd.
CLOSED
Shares0 from 4,318
Change-4,318 (-100%)
Value$0 (-$954.6K)
Filed 2026-10-16
Commons Capital, LLC
CLOSED
Shares0 from 4,218
Change-4,218 (-100%)
Value$0 (-$932.5K)
Filed 2026-11-05
Castle Rock Wealth Management, LLC
CLOSED
Shares0 from 4,213
Change-4,213 (-100%)
Value$0 (-$957.6K)
Filed 2026-10-09
Shelton Wealth Management, LLC
CLOSED
Shares0 from 4,156
Change-4,156 (-100%)
Value$0 (-$918.8K)
Filed 2026-10-16
Boomfish Wealth Group, LLC
CLOSED
Shares0 from 3,917
Change-3,917 (-100%)
Value$0 (-$866.0K)
Filed 2026-10-22
LFG Wealth Partners, LLC
CLOSED
Shares0 from 3,398
Change-3,398 (-100%)
Value$0 (-$751.2K)
Filed 2026-10-28
River Street Advisors LLC
CLOSED
Shares0 from 3,251
Change-3,251 (-100%)
Value$0 (-$718.7K)
Filed 2026-10-22
Greenfield Savings Bank
CLOSED
Shares0 from 3,236
Change-3,236 (-100%)
Value$0 (-$715.5K)
Filed 2026-10-07
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 3,219
Change-3,219 (-100%)
Value$0 (-$711.7K)
Filed 2026-11-03
Belvedere Trading LLC
CLOSED
Shares0 from 3,114
Change-3,114 (-100%)
Value$0 (-$688.4K)
Filed 2026-11-05
KPP Advisory Services LLC
CLOSED
Shares0 from 3,098
Change-3,098 (-100%)
Value$0 (-$684.9K)
Filed 2026-10-26
Capstone Capital Management Ltd
CLOSED
Shares0 from 3,057
Change-3,057 (-100%)
Value$0 (-$675.8K)
Filed 2026-10-21
Avestar Capital, LLC
CLOSED
Shares0 from 2,897
Change-2,897 (-100%)
Value$0 (-$640.5K)
Filed 2026-10-28
ABN Amro Investment Solutions
CLOSED
Shares0 from 2,705
Change-2,705 (-100%)
Value$0 (-$598.0K)
Filed 2026-10-21
Consilium Wealth Advisory, LLC
CLOSED
Shares0 from 2,574
Change-2,574 (-100%)
Value$0 (-$569.1K)
Filed 2026-10-14
Schear Investment Advisers, LLC
CLOSED
Shares0 from 2,450
Change-2,450 (-100%)
Value$0 (-$541.6K)
Filed 2026-10-14
Jmac Enterprises LLC
CLOSED
Shares0 from 2,350
Change-2,350 (-100%)
Value$0 (-$519.5K)
Filed 2026-10-30
Finivi Inc.
CLOSED
Shares0 from 2,254
Change-2,254 (-100%)
Value$0 (-$498.3K)
Filed 2026-10-13
Legacy Advisors, LLC
CLOSED
Shares0 from 2,218
Change-2,218 (-100%)
Value$0 (-$490.4K)
Filed 2026-10-19
Gold Investment Management Ltd.
CLOSED
Shares0 from 2,201
Change-2,201 (-100%)
Value$0 (-$486.5K)
Filed 2026-10-19
Portfolio Design Labs, LLC
CLOSED
Shares0 from 2,175
Change-2,175 (-100%)
Value$0 (-$480.9K)
Filed 2026-11-04
Argent Capital Management LLC
CLOSED
Shares0 from 2,132
Change-2,132 (-100%)
Value$0 (-$471.3K)
Filed 2026-10-05
Pekin Hardy Strauss, Inc.
CLOSED
Shares0 from 2,108
Change-2,108 (-100%)
Value$0 (-$466.0K)
Filed 2026-11-02
Value Partners Investments Inc.
CLOSED
Shares0 from 1,966
Change-1,966 (-100%)
Value$0 (-$434.0K)
Filed 2026-10-19
Lederer & Associates Investment Counsel
CLOSED
Shares0 from 1,956
Change-1,956 (-100%)
Value$0 (-$432)
Filed 2026-10-23
Lantern Wealth Advisors, LLC
CLOSED
Shares0 from 1,925
Change-1,925 (-100%)
Value$0 (-$425.6K)
Filed 2026-10-22
Convergence Financial, LLC
CLOSED
Shares0 from 1,887
Change-1,887 (-100%)
Value$0 (-$417.2K)
Filed 2026-10-27
Bison Wealth, LLC
CLOSED
Shares0 from 1,887
Change-1,887 (-100%)
Value$0 (-$448.5K)
Filed 2026-10-13
Investors Asset Management of Georgia Inc
CLOSED
Shares0 from 1,881
Change-1,881 (-100%)
Value$0 (-$415.9K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 1,872
Change-1,872 (-100%)
Value$0 (-$414.2K)
Filed 2026-10-13
D'Orazio & Associates, Inc.
CLOSED
Shares0 from 1,808
Change-1,808 (-100%)
Value$0 (-$399.7K)
Filed 2026-11-04
Triad Wealth Partners, LLC
CLOSED
Shares0 from 1,754
Change-1,754 (-100%)
Value$0 (-$365.3K)
Filed 2026-10-26
Strategic Blueprint, LLC
CLOSED
Shares0 from 1,718
Change-1,718 (-100%)
Value$0 (-$379.8K)
Filed 2026-10-22
71 West Capital Partners
CLOSED
Shares0 from 1,713
Change-1,713 (-100%)
Value$0 (-$378.7K)
Filed 2026-11-04
Fishman JAY A LTD
CLOSED
Shares0 from 1,667
Change-1,667 (-100%)
Value$0 (-$368.5K)
Filed 2026-10-26
Summit Global Investments
CLOSED
Shares0 from 1,592
Change-1,592 (-100%)
Value$0 (-$352)
Filed 2026-10-28
Angeles Wealth Management, LLC
CLOSED
Shares0 from 1,570
Change-1,570 (-100%)
Value$0 (-$347.0K)
Filed 2026-10-26
Hennion & Walsh Asset Management, Inc.
CLOSED
Shares0 from 1,554
Change-1,554 (-100%)
Value$0 (-$343.6K)
Filed 2026-10-13
Midland Wealth Advisors, LLC
CLOSED
Shares0 from 1,542
Change-1,542 (-100%)
Value$0 (-$340.9K)
Filed 2026-10-26
Bigelow Investment Advisors, LLC
CLOSED
Shares0 from 1,507
Change-1,507 (-100%)
Value$0 (-$333.2K)
Filed 2026-10-13
Perpetual Ltd
CLOSED
Shares0 from 1,472
Change-1,472 (-100%)
Value$0 (-$325.4K)
Filed 2026-10-13
Fortem Financial Group, LLC
CLOSED
Shares0 from 1,464
Change-1,464 (-100%)
Value$0 (-$323.7K)
Filed 2026-10-20
Chung Wu Investment Group, LLC
CLOSED
Shares0 from 1,443
Change-1,443 (-100%)
Value$0 (-$319.0K)
Filed 2026-11-03
Abel Hall, LLC
CLOSED
Shares0 from 1,431
Change-1,431 (-100%)
Value$0 (-$316.4K)
Filed 2026-10-19
Northbridge Financial Group, LLC
CLOSED
Shares0 from 1,428
Change-1,428 (-100%)
Value$0 (-$315.7K)
Filed 2026-11-05
Tannin Capital LLC
CLOSED
Shares0 from 1,425
Change-1,425 (-100%)
Value$0 (-$313.9K)
Filed 2026-11-05
Sepio Capital, LP
CLOSED
Shares0 from 1,422
Change-1,422 (-100%)
Value$0 (-$314.4K)
Filed 2026-10-22
Langley Wealth Management, LLC
CLOSED
Shares0 from 1,407
Change-1,407 (-100%)
Value$0 (-$311.1K)
Filed 2026-11-04
Balentine LLC
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$309.5K)
Filed 2026-11-03
Curtis Advisory Group, LLC
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$309.5K)
Filed 2026-10-28
Larry Mathis Financial Planning, LLC
CLOSED
Shares0 from 1,399
Change-1,399 (-100%)
Value$0 (-$309.3K)
Filed 2026-10-26
Retirement Planning Group, LLC
CLOSED
Shares0 from 1,394
Change-1,394 (-100%)
Value$0 (-$308.2K)
Filed 2026-10-19
Canopy Partners, LLC
CLOSED
Shares0 from 1,385
Change-1,385 (-100%)
Value$0 (-$306.2K)
Filed 2026-10-28
Perryman Financial Advisory Inc
CLOSED
Shares0 from 1,360
Change-1,360 (-100%)
Value$0 (-$300.7K)
Filed 2026-10-16
Kennedy Investment Group, Inc.
CLOSED
Shares0 from 1,350
Change-1,350 (-100%)
Value$0 (-$298.4K)
Filed 2026-10-21
Seamount Financial Group Inc
CLOSED
Shares0 from 1,343
Change-1,343 (-100%)
Value$0 (-$296.9K)
Filed 2026-10-21
PDS Planning, Inc
CLOSED
Shares0 from 1,332
Change-1,332 (-100%)
Value$0 (-$294.5K)
Filed 2026-11-03
bLong Financial, LLC
CLOSED
Shares0 from 1,314
Change-1,314 (-100%)
Value$0 (-$290.5K)
Filed 2026-10-29
Crumly & Associates Inc.
CLOSED
Shares0 from 1,306
Change-1,306 (-100%)
Value$0 (-$288.7K)
Filed 2026-10-07
Mendel Money Management
CLOSED
Shares0 from 1,282
Change-1,282 (-100%)
Value$0 (-$283.4K)
Filed 2026-11-02
Sterling Wealth Management, Inc.
CLOSED
Shares0 from 1,271
Change-1,271 (-100%)
Value$0 (-$281.0K)
Filed 2026-10-23
Grey Fox Wealth Advisors, LLC
CLOSED
Shares0 from 1,271
Change-1,271 (-100%)
Value$0 (-$281.0K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 1,268
Change-1,268 (-100%)
Value$0 (-$280.3K)
Filed 2026-10-16
Tableaux LLC
CLOSED
Shares0 from 1,268
Change-1,268 (-100%)
Value$0 (-$280.3K)
Filed 2026-10-23
Verum Partners LLC
CLOSED
Shares0 from 1,265
Change-1,265 (-100%)
Value$0 (-$279.7K)
Filed 2026-10-21
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 1,263
Change-1,263 (-100%)
Value$0 (-$279.2K)
Filed 2026-10-14
Golden Reserve Retirement LLC
CLOSED
Shares0 from 1,260
Change-1,260 (-100%)
Value$0 (-$278.6K)
Filed 2026-11-02
National Wealth Management Group, LLC
CLOSED
Shares0 from 1,256
Change-1,256 (-100%)
Value$0 (-$277.6K)
Filed 2026-10-26
Cottage Street Advisors LLC
CLOSED
Shares0 from 1,253
Change-1,253 (-100%)
Value$0 (-$277.0K)
Filed 2026-10-19
Cypress Wealth Services, LLC
CLOSED
Shares0 from 1,253
Change-1,253 (-100%)
Value$0 (-$277.0K)
Filed 2026-10-21
Financial Planning Hawaii, Inc.
CLOSED
Shares0 from 1,241
Change-1,241 (-100%)
Value$0 (-$274.4K)
Filed 2026-10-13
Fragasso Financial Advisors Inc
CLOSED
Shares0 from 1,228
Change-1,228 (-100%)
Value$0 (-$271.5K)
Filed 2026-10-13
Townsend Asset Management Corp
CLOSED
Shares0 from 1,225
Change-1,225 (-100%)
Value$0 (-$270.8K)
Filed 2026-10-29
Plan Group Financial, LLC
CLOSED
Shares0 from 1,220
Change-1,220 (-100%)
Value$0 (-$269.7K)
Filed 2026-10-22
Eagle Strategies LLC
CLOSED
Shares0 from 1,217
Change-1,217 (-100%)
Value$0 (-$269.1K)
Filed 2026-10-16
Philip James Wealth Mangement, LLC
CLOSED
Shares0 from 1,213
Change-1,213 (-100%)
Value$0 (-$268.2K)
Filed 2026-10-27
Belleair Asset Management, LLC
CLOSED
Shares0 from 1,211
Change-1,211 (-100%)
Value$0 (-$267.7K)
Filed 2026-11-03
Resonant Capital Advisors, LLC
CLOSED
Shares0 from 1,210
Change-1,210 (-100%)
Value$0 (-$267.5K)
Filed 2026-10-15
Tandem Investment Partners LLC
CLOSED
Shares0 from 1,210
Change-1,210 (-100%)
Value$0 (-$267.5K)
Filed 2026-10-16
Masterinvest Kapitalanlage GmbH
CLOSED
Shares0 from 1,209
Change-1,209 (-100%)
Value$0 (-$267.3K)
Filed 2026-11-03
Embree Financial Group
CLOSED
Shares0 from 1,198
Change-1,198 (-100%)
Value$0 (-$264.9K)
Filed 2026-10-22
Alchemi Wealth, LLC
CLOSED
Shares0 from 1,194
Change-1,194 (-100%)
Value$0 (-$264.0K)
Filed 2026-11-04
Howard Capital Management Group, LLC
CLOSED
Shares0 from 1,192
Change-1,192 (-100%)
Value$0 (-$263.5K)
Filed 2026-10-16
Cardinal Strategic Wealth Guidance
CLOSED
Shares0 from 1,185
Change-1,185 (-100%)
Value$0 (-$261.9K)
Filed 2026-11-02
WealthPlan Investment Management, LLC
CLOSED
Shares0 from 1,183
Change-1,183 (-100%)
Value$0 (-$261.5K)
Filed 2026-10-15
Forum Financial Management, LP
CLOSED
Shares0 from 1,177
Change-1,177 (-100%)
Value$0 (-$260.2K)
Filed 2026-10-16
Eubel Brady & Suttman Asset Management Inc
CLOSED
Shares0 from 1,176
Change-1,176 (-100%)
Value$0 (-$260)
Filed 2026-11-04
Illinois Municipal Retirement Fund
CLOSED
Shares0 from 1,173
Change-1,173 (-100%)
Value$0 (-$259.3K)
Filed 2026-11-05
Intrua Financial, LLC
CLOSED
Shares0 from 1,170
Change-1,170 (-100%)
Value$0 (-$258.7K)
Filed 2026-10-28
Fort Washington Investment Advisors Inc
CLOSED
Shares0 from 1,156
Change-1,156 (-100%)
Value$0 (-$255.7K)
Filed 2026-10-15
Hummer Financial Advisory Services Inc
CLOSED
Shares0 from 1,155
Change-1,155 (-100%)
Value$0 (-$255.3K)
Filed 2026-10-09
Opal Wealth Advisors, LLC
CLOSED
Shares0 from 1,151
Change-1,151 (-100%)
Value$0 (-$254.5K)
Filed 2026-10-16
Childress Capital Advisors, LLC
CLOSED
Shares0 from 1,148
Change-1,148 (-100%)
Value$0 (-$253.8K)
Filed 2026-10-28
Harmony Asset Management LLC
CLOSED
Shares0 from 1,146
Change-1,146 (-100%)
Value$0 (-$253.4K)
Filed 2026-10-20
Portside Wealth Group, LLC
CLOSED
Shares0 from 1,144
Change-1,144 (-100%)
Value$0 (-$252.9K)
Filed 2026-10-20
Silverlake Wealth Management LLC
CLOSED
Shares0 from 1,140
Change-1,140 (-100%)
Value$0 (-$252.0K)
Filed 2026-10-21
Ifrah Financial Services, Inc.
CLOSED
Shares0 from 1,131
Change-1,131 (-100%)
Value$0 (-$250.1K)
Filed 2026-10-13
Mayfair Advisory Group, LLC
CLOSED
Shares0 from 1,121
Change-1,121 (-100%)
Value$0 (-$228.8K)
Filed 2026-10-20
Sentinel Trust Co LBA
CLOSED
Shares0 from 1,118
Change-1,118 (-100%)
Value$0 (-$254)
Filed 2026-11-03
Defined Wealth Management, LLC
CLOSED
Shares0 from 1,114
Change-1,114 (-100%)
Value$0 (-$246.3K)
Filed 2026-10-19
Foster Victor Wealth Advisors, LLC
CLOSED
Shares0 from 1,113
Change-1,113 (-100%)
Value$0 (-$231.0K)
Filed 2026-10-21
Blodgett Wealth Advisors, LLC
CLOSED
Shares0 from 1,112
Change-1,112 (-100%)
Value$0 (-$245.8K)
Filed 2026-10-23
Crusonia Wealth Advisors LLC
CLOSED
Shares0 from 1,112
Change-1,112 (-100%)
Value$0 (-$245.8K)
Filed 2026-10-26
Johnson Financial Group, LLC
CLOSED
Shares0 from 1,106
Change-1,106 (-100%)
Value$0 (-$244.5K)
Filed 2026-11-03
Kohmann Bosshard Financial Services, LLC
CLOSED
Shares0 from 1,105
Change-1,105 (-100%)
Value$0 (-$244.3K)
Filed 2026-11-04
Facet Wealth, Inc.
CLOSED
Shares0 from 1,101
Change-1,101 (-100%)
Value$0 (-$243.3K)
Filed 2026-11-04
Shakespeare Wealth Management, LLC
CLOSED
Shares0 from 1,091
Change-1,091 (-100%)
Value$0 (-$241.2K)
Filed 2026-10-28
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 1,091
Change-1,091 (-100%)
Value$0 (-$241.2K)
Filed 2026-11-02
Allegheny Financial Group
CLOSED
Shares0 from 1,089
Change-1,089 (-100%)
Value$0 (-$240.8K)
Filed 2026-11-05
Gimbal Financial
CLOSED
Shares0 from 1,089
Change-1,089 (-100%)
Value$0 (-$240.8K)
Filed 2026-10-19
Clarus Group, Inc.
CLOSED
Shares0 from 1,088
Change-1,088 (-100%)
Value$0 (-$240.5K)
Filed 2026-10-21
Gibbs Wealth Management
CLOSED
Shares0 from 1,082
Change-1,082 (-100%)
Value$0 (-$239.2K)
Filed 2026-10-22
Simplicity Wealth,LLC
CLOSED
Shares0 from 1,072
Change-1,072 (-100%)
Value$0 (-$237.0K)
Filed 2026-10-23
Private Management Group Inc
CLOSED
Shares0 from 1,070
Change-1,070 (-100%)
Value$0 (-$236.6K)
Filed 2026-11-04
Clay Northam Wealth Management, LLC
CLOSED
Shares0 from 1,067
Change-1,067 (-100%)
Value$0 (-$235.9K)
Filed 2026-10-13
Taylor Financial Group, Inc.
CLOSED
Shares0 from 1,066
Change-1,066 (-100%)
Value$0 (-$235.7K)
Filed 2026-11-02
Chapin Davis, Inc.
CLOSED
Shares0 from 1,059
Change-1,059 (-100%)
Value$0 (-$234.1K)
Filed 2026-10-09
Juncture Wealth Strategies, LLC
CLOSED
Shares0 from 1,057
Change-1,057 (-100%)
Value$0 (-$233.7K)
Filed 2026-10-06
Lifetime Wealth Management P.C.
CLOSED
Shares0 from 1,047
Change-1,047 (-100%)
Value$0 (-$231.5K)
Filed 2026-10-29
Alkeme Wealth, LLC
CLOSED
Shares0 from 1,042
Change-1,042 (-100%)
Value$0 (-$230.4K)
Filed 2026-10-08
KG Capital Management
CLOSED
Shares0 from 1,036
Change-1,036 (-100%)
Value$0 (-$229.0K)
Filed 2026-10-15
MBL Wealth, LLC
CLOSED
Shares0 from 1,033
Change-1,033 (-100%)
Value$0 (-$228.4K)
Filed 2026-10-22
Ridgecrest Wealth Partners, LLC
CLOSED
Shares0 from 1,030
Change-1,030 (-100%)
Value$0 (-$227.7K)
Filed 2026-10-19
Capital City Trust Co
CLOSED
Shares0 from 1,026
Change-1,026 (-100%)
Value$0 (-$226.7K)
Filed 2026-10-22
Advisor OS, LLC
CLOSED
Shares0 from 1,025
Change-1,025 (-100%)
Value$0 (-$226.6K)
Filed 2026-11-03
AMG Asset Management Group, Inc.
CLOSED
Shares0 from 1,024
Change-1,024 (-100%)
Value$0 (-$226.4K)
Filed 2026-10-21
Balboa Wealth Partners
CLOSED
Shares0 from 1,022
Change-1,022 (-100%)
Value$0 (-$225.9K)
Filed 2026-10-20
Gratus Wealth Advisors, LLC
CLOSED
Shares0 from 1,014
Change-1,014 (-100%)
Value$0 (-$224.2K)
Filed 2026-10-26
Keating Investment Counselors Inc
CLOSED
Shares0 from 1,008
Change-1,008 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-14
True Private Wealth Advisors
CLOSED
Shares0 from 1,006
Change-1,006 (-100%)
Value$0 (-$222.4K)
Filed 2026-10-19
LCM Capital Management Inc
CLOSED
Shares0 from 1,005
Change-1,005 (-100%)
Value$0 (-$222.2K)
Filed 2026-10-20
Sather Financial Group Inc
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$221.1K)
Filed 2026-10-30
Riversedge Advisors, LLC
CLOSED
Shares0 from 999
Change-999 (-100%)
Value$0 (-$220.9K)
Filed 2026-10-09
Plato Investment Management Ltd
CLOSED
Shares0 from 997
Change-997 (-100%)
Value$0 (-$219.1K)
Filed 2026-11-05
PUREfi Wealth, LLC
CLOSED
Shares0 from 996
Change-996 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-19
Verity Asset Management, Inc.
CLOSED
Shares0 from 996
Change-996 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-30
Thompson Siegel & Walmsley LLC
CLOSED
Shares0 from 996
Change-996 (-100%)
Value$0 (-$220)
Filed 2026-11-05
Shikiar Asset Management Inc
CLOSED
Shares0 from 982
Change-982 (-100%)
Value$0 (-$217)
Filed 2026-10-20
BankPlus Wealth Management LLC
CLOSED
Shares0 from 981
Change-981 (-100%)
Value$0 (-$216.9K)
Filed 2026-10-13
Zullo Investment Group, Inc.
CLOSED
Shares0 from 977
Change-977 (-100%)
Value$0 (-$216.0K)
Filed 2026-10-20
Plancorp, LLC
CLOSED
Shares0 from 977
Change-977 (-100%)
Value$0 (-$208.2K)
Filed 2026-11-03
Krane Financial Solutions LLC
CLOSED
Shares0 from 969
Change-969 (-100%)
Value$0 (-$214.2K)
Filed 2026-10-30
Kelly Financial Group LLC
CLOSED
Shares0 from 965
Change-965 (-100%)
Value$0 (-$213.3K)
Filed 2026-10-16
Ignite Planners, LLC
CLOSED
Shares0 from 960
Change-960 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-14
Income Insurance Ltd
CLOSED
Shares0 from 960
Change-960 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-21
Triune Financial Partners, LLC
CLOSED
Shares0 from 957
Change-957 (-100%)
Value$0 (-$211.6K)
Filed 2026-11-03
Spinnaker Investment Group, LLC
CLOSED
Shares0 from 948
Change-948 (-100%)
Value$0 (-$209.6K)
Filed 2026-10-13
Fire Capital Management LLC
CLOSED
Shares0 from 946
Change-946 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-27
Ledgewood Wealth Advisors, LLC
CLOSED
Shares0 from 942
Change-942 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-09
Vicus Capital
CLOSED
Shares0 from 934
Change-934 (-100%)
Value$0 (-$206.5K)
Filed 2026-11-05
First Bank & Trust
CLOSED
Shares0 from 931
Change-931 (-100%)
Value$0 (-$204.9K)
Filed 2026-10-19
Michael Brady & Co., LLC
CLOSED
Shares0 from 929
Change-929 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-23
Wise Wealth Partners
CLOSED
Shares0 from 924
Change-924 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-14
Hamilton Point Investment Advisors, LLC
CLOSED
Shares0 from 924
Change-924 (-100%)
Value$0 (-$204.3K)
Filed 2026-11-03
Smith Chas P & Associates PA Cpas
CLOSED
Shares0 from 918
Change-918 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-22
Meadow Creek Wealth Advisors LLC
CLOSED
Shares0 from 910
Change-910 (-100%)
Value$0 (-$201.2K)
Filed 2026-11-02
Tucker Asset Management LLC
CLOSED
Shares0 from 906
Change-906 (-100%)
Value$0 (-$200.3K)
Filed 2026-10-29
Purus Wealth Management, LLC
CLOSED
Shares0 from 905
Change-905 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-15
TL Private Wealth
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-13
Vaquero Private Wealth, LTD
CLOSED
Shares0 from 766
Change-766 (-100%)
Value$0 (-$169.3K)
Filed 2026-10-27
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
CLOSED
Shares0 from 676
Change-676 (-100%)
Value$0 (-$149.5K)
Filed 2026-10-22
Arlington Partners LLC
CLOSED
Shares0 from 641
Change-641 (-100%)
Value$0 (-$141.8K)
Filed 2026-10-20
Park National Corp
CLOSED
Shares0 from 506
Change-506 (-100%)
Value$0 (-$111.9K)
Filed 2026-10-05
AXS Investments LLC
CLOSED
Shares0 from 506
Change-506 (-100%)
Value$0 (-$111.9K)
Filed 2026-11-04
LifeSteps Financial, Inc.
CLOSED
Shares0 from 489
Change-489 (-100%)
Value$0 (-$108.1K)
Filed 2026-10-15
Stone House Investment Management, LLC
CLOSED
Shares0 from 436
Change-436 (-100%)
Value$0 (-$96.4K)
Filed 2026-10-23
Certuity, LLC
CLOSED
Shares0 from 396
Change-396 (-100%)
Value$0 (-$87.4K)
Filed 2026-11-02
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 267
Change-267 (-100%)
Value$0 (-$59.0K)
Filed 2026-10-26
RHL Group, LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$48.6K)
Filed 2026-11-04
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$39.5K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$22.6K)
Filed 2026-10-16
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$22.3K)
Filed 2026-10-22
Global X Japan Co., Ltd.
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$21.2K)
Filed 2026-10-21
Atlatl Advisers LLC
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$15.0K)
Filed 2026-10-22
Gill Capital Partners, LLC
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$14.1K)
Filed 2026-10-13
SBK Financial, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$11.1K)
Filed 2026-11-02
Bare Financial Services, Inc
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$8.8K)
Filed 2026-11-04
Contravisory Investment Management, Inc.
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-13
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$6.2K)
Filed 2026-11-05
Bullseye Investment Management, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-29
Brooklyn FI, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$5.0K)
Filed 2026-11-05
Robinswood Financial LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-20
United Financial Planning Group LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-04
GoalVest Advisory LLC
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-02
Morton Brown Family Wealth, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-23
Whipplewood Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$553)
Filed 2026-10-20
Fiduciary Advisors, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$443)
Filed 2026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$221)
Filed 2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$454.2K (-$289.5K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 23,762,174
Change-23,762,174 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 20,693,166
Change-20,693,166 (-100%)
Value—
State Street Corp
N/A
Shares— from 13,321,170
Change-13,321,170 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 12,884,435
Change-12,884,435 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,286,812
Change-9,286,812 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 8,206,762
Change-8,206,762 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 7,716,131
Change-7,716,131 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 7,533,319
Change-7,533,319 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,388,181
Change-7,388,181 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 6,495,690
Change-6,495,690 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 5,005,241
Change-5,005,241 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,677,887
Change-4,677,887 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,881,348
Change-3,881,348 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,485,852
Change-3,485,852 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,351,052
Change-3,351,052 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 3,299,870
Change-3,299,870 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,768,136
Change-2,768,136 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,688,848
Change-2,688,848 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,652,215
Change-2,652,215 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2,302,561
Change-2,302,561 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 2,075,000
Change-2,075,000 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,031,187
Change-2,031,187 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,875,740
Change-1,875,740 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,779,055
Change-1,779,055 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,724,327
Change-1,724,327 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,710,443
Change-1,710,443 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,676,062
Change-1,676,062 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,612,255
Change-1,612,255 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,567,311
Change-1,567,311 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,290,553
Change-1,290,553 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,133,679
Change-1,133,679 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,111,705
Change-1,111,705 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 990,829
Change-990,829 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 931,045
Change-931,045 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 896,500
Change-896,500 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 869,061
Change-869,061 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 830,825
Change-830,825 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 828,548
Change-828,548 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 827,059
Change-827,059 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 791,179
Change-791,179 (-100%)
Value—
National Pension Service
N/A
Shares— from 750,586
Change-750,586 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 745,619
Change-745,619 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 707,271
Change-707,271 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 704,545
Change-704,545 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 689,424
Change-689,424 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 682,434
Change-682,434 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 662,791
Change-662,791 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 651,606
Change-651,606 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 624,355
Change-624,355 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 616,062
Change-616,062 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 595,203
Change-595,203 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 592,336
Change-592,336 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 568,354
Change-568,354 (-100%)
Value—
ING Groep NV
N/A
Shares— from 560,252
Change-560,252 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 529,091
Change-529,091 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 516,276
Change-516,276 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 492,130
Change-492,130 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 464,472
Change-464,472 (-100%)
Value—
Blair William & Co
N/A
Shares— from 454,071
Change-454,071 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 446,840
Change-446,840 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 437,647
Change-437,647 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 423,072
Change-423,072 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 420,093
Change-420,093 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 400,474
Change-400,474 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 395,969
Change-395,969 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 384,608
Change-384,608 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 348,500
Change-348,500 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 348,108
Change-348,108 (-100%)
Value—
Blue Whale Capital LLP
N/A
Shares— from 332,058
Change-332,058 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 330,634
Change-330,634 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 321,113
Change-321,113 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 319,358
Change-319,358 (-100%)
Value—
Amundi
N/A
Shares— from 313,777
Change-313,777 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 300,043
Change-300,043 (-100%)
Value—
Aviva PLC
N/A
Shares— from 290,135
Change-290,135 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 282,206
Change-282,206 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 279,404
Change-279,404 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 274,850
Change-274,850 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 273,000
Change-273,000 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 271,903
Change-271,903 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 271,419
Change-271,419 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 263,456
Change-263,456 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 260,709
Change-260,709 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 257,110
Change-257,110 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 256,108
Change-256,108 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 253,524
Change-253,524 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 244,100
Change-244,100 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 243,362
Change-243,362 (-100%)
Value—
PFA Pension, Forsikringsaktieselskab
N/A
Shares— from 236,310
Change-236,310 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 229,770
Change-229,770 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 228,335
Change-228,335 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 224,998
Change-224,998 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 222,049
Change-222,049 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 220,862
Change-220,862 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 217,569
Change-217,569 (-100%)
Value—
Commerce Bank
N/A
Shares— from 216,276
Change-216,276 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 215,433
Change-215,433 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 209,028
Change-209,028 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 205,717
Change-205,717 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 203,149
Change-203,149 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 201,482
Change-201,482 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 196,071
Change-196,071 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 194,766
Change-194,766 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 193,512
Change-193,512 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 190,322
Change-190,322 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 182,200
Change-182,200 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 181,245
Change-181,245 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 181,150
Change-181,150 (-100%)
Value—
Natixis
N/A
Shares— from 177,269
Change-177,269 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 175,141
Change-175,141 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 173,009
Change-173,009 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 170,113
Change-170,113 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 169,594
Change-169,594 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 167,752
Change-167,752 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 166,871
Change-166,871 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 164,106
Change-164,106 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 163,452
Change-163,452 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 162,940
Change-162,940 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 161,528
Change-161,528 (-100%)
Value—
Fosse Capital Partners LLP
N/A
Shares— from 161,300
Change-161,300 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 160,525
Change-160,525 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 156,581
Change-156,581 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 156,581
Change-156,581 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 156,378
Change-156,378 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 155,279
Change-155,279 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 154,507
Change-154,507 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 148,892
Change-148,892 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 148,206
Change-148,206 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 148,000
Change-148,000 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 146,790
Change-146,790 (-100%)
Value—
E20 Capital Ltd
N/A
Shares— from 144,577
Change-144,577 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 143,532
Change-143,532 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 143,145
Change-143,145 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 140,832
Change-140,832 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 140,649
Change-140,649 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 140,228
Change-140,228 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 136,541
Change-136,541 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 136,199
Change-136,199 (-100%)
Value—
Rudius Management LP
N/A
Shares— from 135,444
Change-135,444 (-100%)
Value—
LBP AM SA
N/A
Shares— from 135,072
Change-135,072 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 132,837
Change-132,837 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 132,237
Change-132,237 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 122,988
Change-122,988 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 121,153
Change-121,153 (-100%)
Value—
Engine Capital Management, LPA
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 119,841
Change-119,841 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 118,952
Change-118,952 (-100%)
Value—
FIL Ltd
N/A
Shares— from 118,199
Change-118,199 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 114,614
Change-114,614 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 113,231
Change-113,231 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 112,690
Change-112,690 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 112,044
Change-112,044 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 109,474
Change-109,474 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 109,451
Change-109,451 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 109,349
Change-109,349 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 109,114
Change-109,114 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 106,610
Change-106,610 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 106,310
Change-106,310 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 105,618
Change-105,618 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 104,906
Change-104,906 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 101,846
Change-101,846 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 100,041
Change-100,041 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 99,708
Change-99,708 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 99,383
Change-99,383 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 96,805
Change-96,805 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 94,542
Change-94,542 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 93,746
Change-93,746 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 92,599
Change-92,599 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 90,679
Change-90,679 (-100%)
Value—
Empyrean Capital Partners, LP
N/A
Shares— from 90,001
Change-90,001 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 88,676
Change-88,676 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 86,646
Change-86,646 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 86,233
Change-86,233 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 86,000
Change-86,000 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 85,928
Change-85,928 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 85,669
Change-85,669 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 85,656
Change-85,656 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 84,414
Change-84,414 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 84,350
Change-84,350 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 84,200
Change-84,200 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 81,559
Change-81,559 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 79,234
Change-79,234 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 75,260
Change-75,260 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 74,489
Change-74,489 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 74,226
Change-74,226 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 73,143
Change-73,143 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 72,572
Change-72,572 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 72,489
Change-72,489 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 65,576
Change-65,576 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 63,874
Change-63,874 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 63,749
Change-63,749 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 62,416
Change-62,416 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 61,550
Change-61,550 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 61,225
Change-61,225 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 60,764
Change-60,764 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 59,957
Change-59,957 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 59,747
Change-59,747 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 59,350
Change-59,350 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 58,328
Change-58,328 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 57,531
Change-57,531 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 57,188
Change-57,188 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 57,025
Change-57,025 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 56,634
Change-56,634 (-100%)
Value—
Summitry LLC
N/A
Shares— from 56,478
Change-56,478 (-100%)
Value—
NAN Fung Trinity (HK) Ltd
N/A
Shares— from 55,150
Change-55,150 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 54,444
Change-54,444 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 54,032
Change-54,032 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 53,468
Change-53,468 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 53,406
Change-53,406 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 53,360
Change-53,360 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 51,921
Change-51,921 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 50,902
Change-50,902 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 49,721
Change-49,721 (-100%)
Value—
&partners
N/A
Shares— from 49,281
Change-49,281 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 48,763
Change-48,763 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 48,493
Change-48,493 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 48,095
Change-48,095 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 48,057
Change-48,057 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 47,627
Change-47,627 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 47,276
Change-47,276 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 46,974
Change-46,974 (-100%)
Value—
Palliser Capital (UK) LtdA
N/A
Shares— from 46,910
Change-46,910 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 46,764
Change-46,764 (-100%)
Value—
One Fin Capital Management LP
N/A
Shares— from 46,500
Change-46,500 (-100%)
Value—
St. James Investment Company, LLC
N/A
Shares— from 46,139
Change-46,139 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 45,609
Change-45,609 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 45,116
Change-45,116 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 44,869
Change-44,869 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 44,382
Change-44,382 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 43,316
Change-43,316 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 43,101
Change-43,101 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 41,257
Change-41,257 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 40,892
Change-40,892 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 40,457
Change-40,457 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 40,182
Change-40,182 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 40,128
Change-40,128 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 39,947
Change-39,947 (-100%)
Value—
Petrus Trust Company, LTA
N/A
Shares— from 39,646
Change-39,646 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 38,910
Change-38,910 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 38,838
Change-38,838 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 37,938
Change-37,938 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 36,306
Change-36,306 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 35,939
Change-35,939 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 35,521
Change-35,521 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 35,112
Change-35,112 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 34,688
Change-34,688 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 34,479
Change-34,479 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 34,366
Change-34,366 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 34,337
Change-34,337 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 34,173
Change-34,173 (-100%)
Value—
Nixon Capital, LLC
N/A
Shares— from 34,148
Change-34,148 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 33,604
Change-33,604 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 33,586
Change-33,586 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 33,571
Change-33,571 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 33,360
Change-33,360 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 32,865
Change-32,865 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 32,126
Change-32,126 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 30,981
Change-30,981 (-100%)
Value—
Tiptree Advisors, LLC
N/A
Shares— from 29,825
Change-29,825 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 29,824
Change-29,824 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 29,774
Change-29,774 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 29,450
Change-29,450 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 29,182
Change-29,182 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 28,639
Change-28,639 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 28,628
Change-28,628 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 28,487
Change-28,487 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 28,279
Change-28,279 (-100%)
Value—
Man Group plc
N/A
Shares— from 27,713
Change-27,713 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 27,218
Change-27,218 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 26,932
Change-26,932 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 26,840
Change-26,840 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 26,456
Change-26,456 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 25,999
Change-25,999 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 25,969
Change-25,969 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 25,522
Change-25,522 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 25,367
Change-25,367 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 25,287
Change-25,287 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 25,136
Change-25,136 (-100%)
Value—
Valueworks LLC
N/A
Shares— from 25,049
Change-25,049 (-100%)
Value—
HBK Investments L P
N/A
Shares— from 25,004
Change-25,004 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 24,939
Change-24,939 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 24,899
Change-24,899 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 24,377
Change-24,377 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 24,361
Change-24,361 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 24,236
Change-24,236 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 23,923
Change-23,923 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 23,349
Change-23,349 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 23,262
Change-23,262 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 23,194
Change-23,194 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 23,068
Change-23,068 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 22,702
Change-22,702 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 22,455
Change-22,455 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 21,996
Change-21,996 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 21,992
Change-21,992 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 21,982
Change-21,982 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 21,958
Change-21,958 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 21,386
Change-21,386 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 21,110
Change-21,110 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 21,077
Change-21,077 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 20,957
Change-20,957 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 20,942
Change-20,942 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 20,864
Change-20,864 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 20,477
Change-20,477 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 20,128
Change-20,128 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 20,042
Change-20,042 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 19,979
Change-19,979 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 19,809
Change-19,809 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 19,800
Change-19,800 (-100%)
Value—
Nwam LLC
N/A
Shares— from 19,779
Change-19,779 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 19,734
Change-19,734 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 19,711
Change-19,711 (-100%)
Value—
Triglav Investments, D.O.O.
N/A
Shares— from 19,430
Change-19,430 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 19,091
Change-19,091 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 18,921
Change-18,921 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,849
Change-18,849 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 18,699
Change-18,699 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 18,679
Change-18,679 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 18,660
Change-18,660 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 18,232
Change-18,232 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 17,735
Change-17,735 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 17,685
Change-17,685 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 17,381
Change-17,381 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 17,236
Change-17,236 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 17,051
Change-17,051 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 16,707
Change-16,707 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 16,702
Change-16,702 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 16,474
Change-16,474 (-100%)
Value—
Alpha Wave Global, LP
N/A
Shares— from 16,396
Change-16,396 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 16,391
Change-16,391 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 16,316
Change-16,316 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 16,251
Change-16,251 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 16,200
Change-16,200 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 16,147
Change-16,147 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 16,083
Change-16,083 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 16,045
Change-16,045 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 16,026
Change-16,026 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,979
Change-15,979 (-100%)
Value—
Stephens Inc
N/A
Shares— from 15,717
Change-15,717 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 15,450
Change-15,450 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 15,214
Change-15,214 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 15,095
Change-15,095 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 15,074
Change-15,074 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,976
Change-14,976 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 14,702
Change-14,702 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 14,549
Change-14,549 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 14,476
Change-14,476 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 14,439
Change-14,439 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 14,245
Change-14,245 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 14,118
Change-14,118 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 14,045
Change-14,045 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 13,939
Change-13,939 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 13,900
Change-13,900 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 13,812
Change-13,812 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 13,713
Change-13,713 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 13,428
Change-13,428 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 13,417
Change-13,417 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,414
Change-13,414 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 13,005
Change-13,005 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 12,816
Change-12,816 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 12,804
Change-12,804 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,744
Change-12,744 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,676
Change-12,676 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 12,643
Change-12,643 (-100%)
Value—
Union Square Park Capital Management, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 12,463
Change-12,463 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 12,327
Change-12,327 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,287
Change-12,287 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 12,146
Change-12,146 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 12,120
Change-12,120 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 12,090
Change-12,090 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 11,928
Change-11,928 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 11,663
Change-11,663 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 11,589
Change-11,589 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 11,511
Change-11,511 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 11,312
Change-11,312 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 11,159
Change-11,159 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 11,125
Change-11,125 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 10,981
Change-10,981 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 10,604
Change-10,604 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 10,516
Change-10,516 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 10,385
Change-10,385 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 10,373
Change-10,373 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 10,360
Change-10,360 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 10,236
Change-10,236 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 10,170
Change-10,170 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10,155
Change-10,155 (-100%)
Value—
Generali Powszechne Towarzystwo Emerytalne
N/A
Shares— from 10,059
Change-10,059 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 9,992
Change-9,992 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 9,925
Change-9,925 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 9,885
Change-9,885 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 9,546
Change-9,546 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 9,543
Change-9,543 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 9,513
Change-9,513 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 9,353
Change-9,353 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 9,117
Change-9,117 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 9,081
Change-9,081 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 8,786
Change-8,786 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 8,756
Change-8,756 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 8,751
Change-8,751 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 8,574
Change-8,574 (-100%)
Value—
Clayton Partners LLC
N/A
Shares— from 8,489
Change-8,489 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 8,421
Change-8,421 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 8,407
Change-8,407 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 8,352
Change-8,352 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 8,311
Change-8,311 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 8,278
Change-8,278 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 8,257
Change-8,257 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 8,241
Change-8,241 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 8,208
Change-8,208 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 8,197
Change-8,197 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 8,118
Change-8,118 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 8,107
Change-8,107 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 8,017
Change-8,017 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 7,977
Change-7,977 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 7,860
Change-7,860 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 7,859
Change-7,859 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 7,768
Change-7,768 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 7,648
Change-7,648 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,626
Change-7,626 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 7,592
Change-7,592 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 7,546
Change-7,546 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 7,492
Change-7,492 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 7,368
Change-7,368 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 7,291
Change-7,291 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 7,035
Change-7,035 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,993
Change-6,993 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 6,851
Change-6,851 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 6,684
Change-6,684 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,669
Change-6,669 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 6,654
Change-6,654 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 6,593
Change-6,593 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 6,555
Change-6,555 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 6,546
Change-6,546 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 6,524
Change-6,524 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
American Trust
N/A
Shares— from 6,461
Change-6,461 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,409
Change-6,409 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 6,358
Change-6,358 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 6,335
Change-6,335 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 6,332
Change-6,332 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 6,276
Change-6,276 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 6,253
Change-6,253 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 6,249
Change-6,249 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 6,179
Change-6,179 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 6,159
Change-6,159 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 6,135
Change-6,135 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 6,106
Change-6,106 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 6,104
Change-6,104 (-100%)
Value—
Westchester Capital Management, LLC
N/A
Shares— from 6,087
Change-6,087 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,066
Change-6,066 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 6,012
Change-6,012 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,006
Change-6,006 (-100%)
Value—
Covalis Capital LLP
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 5,999
Change-5,999 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 5,987
Change-5,987 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 5,987
Change-5,987 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 5,957
Change-5,957 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 5,934
Change-5,934 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,912
Change-5,912 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 5,877
Change-5,877 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,863
Change-5,863 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 5,800
Change-5,800 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,685
Change-5,685 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 5,655
Change-5,655 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 5,594
Change-5,594 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,593
Change-5,593 (-100%)
Value—
Kintayl Capital LP
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 5,520
Change-5,520 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 5,467
Change-5,467 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 5,365
Change-5,365 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 5,342
Change-5,342 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 5,337
Change-5,337 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 5,332
Change-5,332 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 5,307
Change-5,307 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,261
Change-5,261 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 5,246
Change-5,246 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 5,208
Change-5,208 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 5,198
Change-5,198 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 5,157
Change-5,157 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 5,151
Change-5,151 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 5,041
Change-5,041 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Water Island Capital LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Cobalt Capital Management, Inc.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 4,859
Change-4,859 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 4,827
Change-4,827 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 4,816
Change-4,816 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 4,810
Change-4,810 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,749
Change-4,749 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 4,744
Change-4,744 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 4,731
Change-4,731 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Colrain Capital LLC
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 4,484
Change-4,484 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 4,480
Change-4,480 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 4,475
Change-4,475 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,468
Change-4,468 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 4,417
Change-4,417 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 4,379
Change-4,379 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
Delaney Dennis R
N/A
Shares— from 4,307
Change-4,307 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 4,254
Change-4,254 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 4,209
Change-4,209 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,164
Change-4,164 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 4,088
Change-4,088 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,082
Change-4,082 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,074
Change-4,074 (-100%)
Value—
Owlhouse Capital LP
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 4,043
Change-4,043 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 4,028
Change-4,028 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
Dodge & COX
N/A
Shares— from 4,009
Change-4,009 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 4,006
Change-4,006 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,971
Change-3,971 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 3,818
Change-3,818 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 3,666
Change-3,666 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 3,651
Change-3,651 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 3,612
Change-3,612 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,579
Change-3,579 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 3,286
Change-3,286 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 3,261
Change-3,261 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 3,259
Change-3,259 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Generali Investments Towarzystwo Funduszy Inwestycyjnych
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,247
Change-3,247 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,183
Change-3,183 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 3,153
Change-3,153 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 3,093
Change-3,093 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 3,023
Change-3,023 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 2,948
Change-2,948 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 2,873
Change-2,873 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 2,849
Change-2,849 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
S&CO Inc
N/A
Shares— from 2,821
Change-2,821 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 2,756
Change-2,756 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,704
Change-2,704 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Nexpoint Asset Management, L.P.
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 2,499
Change-2,499 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,484
Change-2,484 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,383
Change-2,383 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 2,377
Change-2,377 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 2,345
Change-2,345 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,239
Change-2,239 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 2,186
Change-2,186 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,184
Change-2,184 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Simmons Bank
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 1,987
Change-1,987 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 1,941
Change-1,941 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 1,861
Change-1,861 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 1,851
Change-1,851 (-100%)
Value—
Bank of Marin
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 1,657
Change-1,657 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,642
Change-1,642 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 1,619
Change-1,619 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
De Lisle Partners LLP
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 1,453
Change-1,453 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Allianz SE
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,378
Change-1,378 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
CSS LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Minneapolis Portfolio Management Group, LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Bank OZK
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
NCP Inc.
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 1,018
Change-1,018 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 995
Change-995 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 979
Change-979 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 978
Change-978 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 968
Change-968 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 965
Change-965 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 959
Change-959 (-100%)
Value—
Optas, LLC
N/A
Shares— from 955
Change-955 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 950
Change-950 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 949
Change-949 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 945
Change-945 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 942
Change-942 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 941
Change-941 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 934
Change-934 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 929
Change-929 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 916
Change-916 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 916
Change-916 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 907
Change-907 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 896
Change-896 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 865
Change-865 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 828
Change-828 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 824
Change-824 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 798
Change-798 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 776
Change-776 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
Westport Asset Management Inc
N/A
Shares— from 750
Change-750 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 744
Change-744 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 734
Change-734 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 721
Change-721 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 707
Change-707 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 693
Change-693 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 686
Change-686 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 676
Change-676 (-100%)
Value—
Centennial Bank
N/A
Shares— from 672
Change-672 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 651
Change-651 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 614
Change-614 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 571
Change-571 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 567
Change-567 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 561
Change-561 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 547
Change-547 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 541
Change-541 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 534
Change-534 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 525
Change-525 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 496
Change-496 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 454
Change-454 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 450
Change-450 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 413
Change-413 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 398
Change-398 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 376
Change-376 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 318
Change-318 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 314
Change-314 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 304
Change-304 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Firsthand Capital Management, Inc.
N/A
Shares— from 290
Change-290 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 285
Change-285 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 258
Change-258 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 238
Change-238 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 219
Change-219 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
BNP Paribas
N/A
Shares— from 181
Change-181 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Toews Corp
N/A
Shares— from 156
Change-156 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 154
Change-154 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 152
Change-152 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 141
Change-141 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 129
Change-129 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 128
Change-128 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 123
Change-123 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 101
Change-101 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 98
Change-98 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 90
Change-90 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 87
Change-87 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 82
Change-82 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 75
Change-75 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 74
Change-74 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 70
Change-70 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 68
Change-68 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 60
Change-60 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
S&T Bank
N/A
Shares— from 52
Change-52 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 49
Change-49 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 42
Change-42 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 42
Change-42 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 38
Change-38 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 12
Change-12 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Quarry LP
N/A
Shares— from 3
Change-3 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 2
Change-2 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED2,170,8932,914,841-743,948-26%$644.4M$336.4M-$308.0M2026-11-05
Dimensional Fund Advisors LP
DECREASED1,510,4771,751,718-241,241-14%$387.1M$234.1M-$153.1M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
DECREASED896,740929,990-33,250-4%$205.7M$139.0M-$66.7M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED765,183296,519+468,664+158%$65.6M$118.6M+$53.0M2026-10-29
Citigroup Inc
INCREASED587,205579,875+7,330+1%$128.2M$91.0M-$37.2M2026-11-04
Thrivent Financial for Lutherans
INCREASED491,357377,387+113,970+30%$83.4K$76.1M+$76.1M2026-11-05
Confluence Investment Management LLC
INCREASED426,663241,062+185,601+77%$53.3M$66.1M+$12.8M2026-10-01
Cincinnati Financial Corp
DECREASED418,749418,750-10%$92.6M$64.9M-$27.7M2026-11-03
ProShare Advisors LLC
INCREASED355,143346,243+8,900+3%$76.5M$55.0M-$21.5M2026-10-29
Principal Financial Group Inc
DECREASED346,539376,158-29,619-8%$83.2M$53.7M-$29.5M2026-11-02
US Bancorp \de\
DECREASED337,414400,519-63,105-16%$88.5M$52.3M-$36.3M2026-11-05
Munich Reinsurance Co Stock Corp in Munich
NEW327,662—+327,662——$50.8M—2026-10-30
Fifth Third Bancorp
DECREASED306,437342,078-35,641-10%$75.6M$47.5M-$28.1M2026-11-05
Allspring Global Investments Holdings, LLC
INCREASED283,078260,479+22,599+9%$59.2M$43.6M-$15.6M2026-11-04
Keybank National Association
INCREASED277,380257,021+20,359+8%$56.8M$43.0M-$13.8M2026-11-04
Neos Investment Management LLC
INCREASED269,936242,343+27,593+11%$53.6M$41.8M-$11.7M2026-11-04
Deprince Race & Zollo Inc
NEW244,247—+244,247——$37.9M—2026-10-13
New York State Teachers Retirement System
INCREASED230,699224,229+6,470+3%$49.6K$35.8M+$35.7M2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED224,222207,387+16,835+8%$45.8M$34.7M-$11.1M2026-11-03
Anchor Capital Advisors LLC
INCREASED220,523140,503+80,020+57%$31.1M$34.2M+$3.1M2026-11-05
Cambiar Investors LLC
INCREASED214,898132,494+82,404+62%$29.3M$33.3M+$4.0M2026-11-04
Creative Planning
INCREASED209,025169,880+39,145+23%$37.6M$32.4M-$5.2M2026-11-02
Strs Ohio
INCREASED202,883158,764+44,119+28%$35.1M$31.4M-$3.7M2026-10-30
Meyer Handelman Co
DECREASED188,7131,903,105-1,714,392-90%$42.1M$29.2M-$12.8M2026-10-28
Truist Financial Corp
DECREASED182,245255,194-72,949-29%$56.4M$28.2M-$28.2M2026-10-30
Woodley Farra Manion Portfolio Management Inc
DECREASED180,835185,533-4,698-3%$41.0M$28.0M-$13.0M2026-11-05
Prospera Financial Services Inc
INCREASED178,012157,316+20,696+13%$34.8M$27.4M-$7.3M2026-11-04
AGF Management LTD
DECREASED167,306169,250-1,944-1%$37.4M$25.9M-$11.5M2026-11-03
Davidson Investment Advisors
INCREASED162,55453,381+109,173+205%$11.8M$25.2M+$13.4M2026-10-20
CIBC Asset Management Inc
DECREASED161,031179,992-18,961-11%$39.8M$25.0M-$14.8M2026-11-05
King Luther Capital Management Corp
DECREASED159,953452,847-292,894-65%$100.1M$24.8M-$75.3M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED153,441149,912+3,529+2%$25.7M$18.4M-$7.3M2026-10-13
TD Waterhouse Canada Inc.
INCREASED145,624113,979+31,645+28%$25.8M$22.5M-$3.4M2026-10-16
Capital Investment Advisors, LLC
INCREASED144,539102,595+41,944+41%$22.7M$22.4M-$282.5K2026-10-22
Asset Management One Co., Ltd.
INCREASED138,489136,486+2,003+1%$30.2M$21.5M-$8.7M2026-10-27
Saratoga Research & Investment Management
INCREASED137,74575,656+62,089+82%$16.7M$21.3M+$4.6M2026-10-16
Deroy & Devereaux Private Investment Counsel Inc
INCREASED135,274100,674+34,600+34%$22.3K$21.0M+$20.9M2026-10-26
Douglas Lane & Associates, LLC
INCREASED131,40371,795+59,608+83%$15.9M$20.4M+$4.5M2026-10-09
Pictet Asset Management Holding SA
INCREASED129,712125,896+3,816+3%$27.8M$20.1M-$7.7M2026-11-03
Rockland Trust Co
NEW128,918—+128,918——$20.0M—2026-10-05
Commonwealth Equity Services, LLC
DECREASED126,054136,286-10,232-8%$30.1M$19.5M-$10.6M2026-11-02
Country Trust Bank
NEW124,341—+124,341——$19.3M—2026-10-30
Cincinnati Insurance Co
UNCHANGED122,500122,50000%$27.1M$19.0M-$8.1M2026-11-03
Roffman Miller Associates Inc
INCREASED120,08478,215+41,869+54%$17.3M$11.8M-$5.5M2026-10-19
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED119,37516,182+103,193+638%$3.6M$18.5M+$14.9M2026-11-03
Midwest Trust Co
INCREASED117,300106,772+10,528+10%$23.6M$18.2M-$5.4M2026-10-22
Vaughan David Investments LLC
DECREASED116,845124,264-7,419-6%$27.5K$18.1M+$18.1M2026-11-05
Crestwood Advisors Group, LLC
INCREASED115,077114,381+696+1%$25.3M$17.8M-$7.5M2026-10-27
Nisa Investment Advisors, LLC
DECREASED108,281113,448-5,167-5%$25.1M$16.8M-$8.3M2026-10-20
State of New Jersey Common Pension Fund D
UNCHANGED102,253102,25300%$22.6M$15.8M-$6.8M2026-11-05
Kestra Advisory Services, LLC
DECREASED100,131104,320-4,189-4%$23.1M$15.5M-$7.5M2026-11-02
Foyston, Gordon & Payne Inc
INCREASED99,36835,536+63,832+180%$7.9M$15.4M+$7.5M2026-11-02
Private Wealth Partners, LLC
INCREASED98,84575,537+23,308+31%$16.7M$15.3M-$1.4M2026-10-22
Robeco Institutional Asset Management B.V.
INCREASED96,3428,458+87,884+1039%$1.9M$14.9M+$13.1M2026-10-20
Chesley Taft & Associates LLC
NEW93,068—+93,068——$14.4M—2026-10-13
Mcdaniel Terry & Co
INCREASED92,88668,390+24,496+36%$15.1M$14.4M-$725.0K2026-11-05
Swiss Life Asset Management Ltd
INCREASED92,32456,653+35,671+63%$12.5M$14.3M+$1.8M2026-11-03
Czech National Bank
INCREASED91,06890,181+887+1%$19.9M$14.1M-$5.8M2026-10-13
Quilter Plc
DECREASED90,034203,908-113,874-56%$45.1M$14.0M-$31.1M2026-10-21
Daiwa Securities Group Inc.
DECREASED89,944165,146-75,202-46%$36.5M$13.9M-$22.6M2026-10-29
Arizona State Retirement System
DECREASED87,33988,194-855-1%$19.5M$13.5M-$6.0M2026-11-03
Glenview Trust Co
NEW85,948—+85,948——$13.3M—2026-10-28
Associated Banc-Corp
INCREASED84,59934,241+50,358+147%$7.6M$13.1M+$5.5M2026-10-30
Rakuten Investment Management, Inc.
INCREASED84,49276,392+8,100+11%$16.8M$13.1M-$3.7M2026-10-30
Waycross Partners, LLC
INCREASED81,59276,044+5,548+7%$16.8M$12.6M-$4.2M2026-11-03
Calamos Advisors LLC
INCREASED80,77679,142+1,634+2%$17.5M$12.5M-$5.0M2026-11-02
Gateway Investment Advisers LLC
DECREASED80,092101,308-21,216-21%$22.4M$12.4M-$10.0M2026-10-13
State of Michigan Retirement System
DECREASED79,60781,107-1,500-2%$17.9M$12.3M-$5.6M2026-10-27
Randolph Co Inc
UNCHANGED79,34379,34300%$17.5M$12.3M-$5.2M2026-10-23
Talbot Financial, LLC
INCREASED78,97448,601+30,373+62%$10.7M$12.2M+$1.5M2026-10-19
Maple Capital Management, Inc.
DECREASED76,27577,203-928-1%$17.1M$11.8M-$5.2M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED72,96667,271+5,695+8%$14.9K$11.3M+$11.3M2026-11-02
Pinnacle Associates LTD
INCREASED71,26858,911+12,357+21%$13.0M$11.0M-$2.0M2026-10-20
Americana Partners, LLC
INCREASED70,07570,068+7+0%$15.5M$10.9M-$4.6M2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED70,02669,978+48+0%$15.5M$10.9M-$4.6M2026-11-03
Retirement Systems of Alabama
DECREASED66,46766,556-890%$14.7M$10.3M-$4.4M2026-11-04
Evergreen Capital Management LLC
INCREASED66,2235,528+60,695+1098%$1.2M$10.3M+$9.0M2026-10-23
Davenport & Co LLC
NEW65,096—+65,096——$10.1M—2026-10-14
KBC Group NV
INCREASED64,46757,342+7,125+12%$12.7K$10.0M+$10.0M2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
DECREASED64,441179,227-114,786-64%$39.6M$10.0M-$29.6M2026-10-29
GF Fund Management Co. Ltd.
DECREASED63,36763,982-615-1%$14.1M$9.8M-$4.3M2026-10-26
Kimelman & Baird, LLC
DECREASED62,81764,069-1,252-2%$14.2M$9.7M-$4.4M2026-11-03
Oppenheimer Asset Management Inc.
INCREASED58,76239,847+18,915+47%$8.8M$9.1M+$297.0K2026-10-27
Jacobs & Co
INCREASED58,18552,032+6,153+12%$11.5K$9.0K-$2.5K2026-10-09
Xponance LLC
INCREASED57,18752,932+4,255+8%$11.7M$8.9M-$2.8M2026-11-03
Bright Rock Capital Management, LLC
NEW56,250—+56,250——$8.7M—2026-10-05
SFE Investment Counsel
INCREASED54,62413,482+41,142+305%$3.0M$8.5M+$5.5M2026-10-29
Amalgamated Bank
DECREASED54,38356,497-2,114-4%$12.5K$8.4M+$8.4M2026-10-23
Greenleaf Trust
NEW51,695—+51,695——$8.0M—2026-10-29
Telos Capital Management, Inc.
INCREASED49,26925,856+23,413+91%$5.7M$7.6M+$1.9M2026-11-02
Bahl & Gaynor LLC
DECREASED48,33659,123-10,787-18%$13.1M$7.5M-$5.6M2026-11-05
Henshaw Capital LLC
UNCHANGED48,14548,14500%$10.6M$7.5M-$3.2M2026-11-03
Ferguson Wellman Capital Management, Inc
DECREASED46,016297,237-251,221-85%$65.7M$7.1M-$58.6M2026-10-05
MacKenzie Financial Corp
DECREASED45,140105,670-60,530-57%$23.4M$7.0M-$16.4M2026-11-02
Central Trust Co
DECREASED44,55245,485-933-2%$10.1M$6.9M-$3.2M2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED44,35364,270-19,917-31%$14.2M$6.9M-$7.3M2026-10-19
New York Life Investment Management LLC
NEW44,083—+44,083——$6.8M—2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED44,080166,900-122,820-74%$36.9M$6.8M-$30.1M2026-10-20
Lido Advisors, LLC
DECREASED43,93148,075-4,144-9%$10.6M$6.8M-$3.8M2026-11-04
Badgley Phelps Wealth Managers, LLC
DECREASED43,88843,977-890%$9.7M$6.8M-$2.9M2026-10-22
MassMutual Private Wealth & Trust, FSB
INCREASED43,62142,324+1,297+3%$9.4M$6.8M-$2.6M2026-10-05
ARS Wealth Advisors Group, LLC
DECREASED42,92145,906-2,985-6%$10.1M$6.7M-$3.5M2026-10-16
D.A. Davidson & Co.
INCREASED42,78537,574+5,211+14%$8.3M$6.6M-$1.7M2026-10-28
Mcrae Capital Management Inc
INCREASED42,56227,085+15,477+57%$6.0M$6.6M+$607.9K2026-10-15
Oppenheimer & Co Inc
INCREASED41,62440,822+802+2%$9.0M$6.5M-$2.6M2026-10-26
Northeast Investment Management
NEW41,548—+41,548——$6.4M—2026-10-30
Wallington Asset Management, LLC
DECREASED41,39741,665-268-1%$9.2M$6.4M-$2.8M2026-11-04
First Fiduciary Investment Counsel, Inc.
INCREASED41,32441,070+254+1%$9.1K$6.4M+$6.4M2026-10-27
Imc-Chicago, LLC
DECREASED41,08547,532-6,447-14%$10.5M$6.4M-$4.1M2026-11-05
Factory Mutual Insurance Co
DECREASED40,90040,950-500%$9.1M$6.3M-$2.7M2026-10-30
HB Wealth Management, LLC
NEW39,593—+39,593——$6.1M—2026-10-23
Oregon Public Employees Retirement Fund
INCREASED38,98538,939+46+0%$8.6M$6.0M-$2.6M2026-10-30
Eagle Global Advisors LLC
DECREASED38,53339,250-717-2%$8.7M$6.0M-$2.7M2026-11-02
Wilmington Savings Fund Society, FSB
NEW38,351—+38,351——$5.9M—2026-10-23
Sawgrass Asset Management LLC
INCREASED38,3264,710+33,616+714%$1.0M$5.9M+$4.9M2026-11-03
Viewpoint Investment Partners Corp
NEW37,845—+37,845——$6.2M—2026-10-26
Beacon Investment Advisory Services, Inc.
DECREASED37,21438,572-1,358-4%$8.5M$5.8M-$2.8M2026-10-13
Buttonwood Financial Advisors Inc.
NEW36,631—+36,631——$5.7M—2026-10-13
iA Global Asset Management Inc.
DECREASED36,31037,951-1,641-4%$8.4K$5.6M+$5.6M2026-10-29
CapWealth Advisors, LLC
DECREASED36,09737,264-1,167-3%$8.2M$5.6M-$2.6M2026-10-05
Louisiana State Employees Retirement System
DECREASED35,55036,550-1,000-3%$8.1M$5.5M-$2.6M2026-10-20
Candriam S.C.A.
INCREASED34,62832,919+1,709+5%$7.3M$5.4M-$1.9M2026-11-03
Bank Pictet & Cie (Europe) AG
INCREASED34,46826,367+8,101+31%$5.8M$5.3M-$487.7K2026-10-20
NorthCrest Asset Manangement, LLC
INCREASED34,04833,260+788+2%$7.4M$5.2M-$2.2M2026-10-13
IFM Investors Pty Ltd
DECREASED34,01876,851-42,833-56%$17.0M$5.3M-$11.7M2026-10-14
Assetmark, Inc
INCREASED32,8859,446+23,439+248%$2.1M$5.1M+$3.0M2026-10-21
Parsons Capital Management Inc
DECREASED32,55733,442-885-3%$7.4M$5.0M-$2.3M2026-10-28
Mutual of America Capital Management LLC
NEW32,363—+32,363——$5.0M—2026-10-23
Heritage Investors Management Corp
DECREASED31,93833,650-1,712-5%$7.4K$4.9M+$4.9M2026-10-29
Covea Finance
UNCHANGED31,40031,40000%$6.9M$4.9M-$2.1M2026-10-21
Consolidated Investment Group LLC
INCREASED31,08712,539+18,548+148%$2.8M$4.8M+$2.0M2026-11-04
Philadelphia Trust Co
DECREASED30,92158,134-27,213-47%$12.9K$4.8M+$4.8M2026-11-05
Ceera Investments, LLC
NEW30,367—+30,367——$4.7M—2026-11-02
State of Alaska, Department of Revenue
DECREASED30,02431,506-1,482-5%$7.0K$4.7K-$2.3K2026-10-15
Farmers & Merchants Investments Inc
INCREASED29,71724,667+5,050+20%$5.5M$4.6M-$848.0K2026-10-22
Yousif Capital Management, LLC
DECREASED29,65932,651-2,992-9%$7.2M$4.6M-$2.6M2026-10-22
LEE Danner & Bass Inc
INCREASED29,56222,383+7,179+32%$4.9M$4.6M-$367.2K2026-10-27
Ledyard National Bank
INCREASED29,12219,612+9,510+48%$4.3M$4.5M+$177.3K2026-10-21
Saybrook Capital
INCREASED29,09924,959+4,140+17%$5.5M$4.5M-$1.0M2026-10-27
Virginia Retirement Systems ET Al
NEW28,842—+28,842——$4.5M—2026-10-28
Sky Investment Group LLC
INCREASED28,72211,135+17,587+158%$2.5M$4.5M+$2.0M2026-10-30
Violich Capital Management, Inc.
DECREASED28,22428,862-638-2%$6.4M$4.4M-$2.0M2026-10-05
Lyell Wealth Management, LP
DECREASED27,57427,617-430%$6.1M$4.3M-$1.8M2026-10-30
Meitav Investment House LTD
INCREASED27,4587,556+19,902+263%$1.7M$4.3M+$2.6M2026-10-28
Edge Wealth Management LLC
DECREASED27,21227,700-488-2%$6.1M$4.2M-$1.9M2026-10-13
Waters Parkerson & Co., LLC
DECREASED26,74028,143-1,403-5%$6.2M$4.1M-$2.1M2026-11-04
Greenwood Capital Associates LLC
NEW26,598—+26,598——$4.1M—2026-10-27
Concurrent Investment Advisors, LLC
DECREASED26,58130,653-4,072-13%$6.8M$4.1M-$2.7M2026-10-16
Regions Financial Corp
NEW26,281—+26,281——$4.1M—2026-11-05
Griffin Asset Management, Inc.
DECREASED26,20229,243-3,041-10%$6.5M$4.1M-$2.4M2026-10-22
Albion Financial Group
DECREASED25,95529,057-3,102-11%$6.4M$4.0M-$2.4M2026-10-21
Costello Asset Management, Inc
INCREASED25,92621,041+4,885+23%$4.7M$4.0M-$634.0K2026-10-30
Stenger Family Office, LLC
INCREASED25,89322,805+3,088+14%$5.0M$4.1M-$945.9K2026-10-22
Clifford Swan Investment Counsel LLC
UNCHANGED25,75825,75800%$5.7M$4.0M-$1.7M2026-11-05
Quintet Private Bank (Europe) S.A.
INCREASED25,64712,748+12,899+101%$2.8M$4.0M+$1.2M2026-10-08
Cincinnati Casualty Co
UNCHANGED25,00025,00000%$5.5M$3.9M-$1.7M2026-11-03
Lazard Freres Gestion S.A.S.
DECREASED24,94155,478-30,537-55%$12.3K$3.9M+$3.9M2026-11-03
Cullen T Bankers, Inc.
DECREASED23,86353,710-29,847-56%$11.9M$3.7M-$8.2M2026-10-28
Banque Pictet & CIE SA
INCREASED23,59016,477+7,113+43%$3.6M$3.7M+$13.0K2026-10-16
Farther Finance Advisors, LLC
NEW23,454—+23,454——$3.6M—2026-10-08
McGuire Investment Group, LLC
INCREASED23,45119,937+3,514+18%$4.4M$3.6M-$773.5K2026-10-23
Live Oak Private Wealth LLC
INCREASED23,41622,456+960+4%$5.0M$3.6M-$1.3M2026-11-02
Wesbanco Bank Inc
DECREASED23,16637,996-14,830-39%$8.4M$3.6M-$4.8M2026-11-04
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED23,15231,877-8,725-27%$7.0M$3.6M-$3.5M2026-10-22
Third View Private Wealth, LLC
INCREASED23,0885,619+17,469+311%$1.2M$3.6M+$2.3M2026-10-30
Profund Advisors LLC
DECREASED22,82824,902-2,074-8%$5.5M$3.5M-$2.0M2026-10-29
Wealthcare Advisory Partners LLC
INCREASED22,73614,352+8,384+58%$3.2M$3.5M+$350.4K2026-10-21
Kestra Private Wealth Services, LLC
INCREASED22,70421,603+1,101+5%$4.8M$3.5M-$1.3M2026-10-30
Running Oak Capital LLC
DECREASED22,59523,987-1,392-6%$5.3M$3.5M-$1.8M2026-11-04
Whitener Capital Management, Inc.
NEW22,306—+22,306——$3.5M—2026-10-15
Schmidt P J Investment Management Inc
INCREASED22,17810,761+11,417+106%$2.4M$3.4M+$1.1M2026-11-02
Apollon Wealth Management, LLC
DECREASED21,60128,228-6,627-23%$6.2M$3.3M-$2.9M2026-10-23
Baxter Bros Inc
DECREASED21,51622,374-858-4%$4.9M$3.3M-$1.6M2026-11-04
Vision Capital Management, Inc.
INCREASED21,48918,515+2,974+16%$4.1M$3.3M-$763.1K2026-10-20
Wealth Advisory Solutions, LLC
NEW21,383—+21,383——$3.3M—2026-10-20
Mesirow Financial Investment Management, Inc.
DECREASED20,98323,197-2,214-10%$5.1M$3.3M-$1.9M2026-11-05
Chicago Capital, LLC
INCREASED20,78710,907+9,880+91%$2.4M$3.2M+$810.0K2026-10-13
Atria Investments, Inc
DECREASED20,65225,350-4,698-19%$5.6M$3.2M-$2.4M2026-10-15
Perennial Advisors, LLC
DECREASED20,52721,088-561-3%$4.7M$3.2M-$1.5M2026-10-13
Independent Investors Inc
INCREASED20,3735,373+15,000+279%$1.2M$3.2M+$2.0M2026-10-30
Cohen Klingenstein LLC
UNCHANGED20,31020,31000%$4.5M$3.1M-$1.3M2026-10-15
Parallel Advisors, LLC
DECREASED20,02222,925-2,903-13%$5.1M$3.1M-$2.0M2026-11-03
Maryland State Retirement & Pension System
INCREASED19,81817,128+2,690+16%$3.8M$3.1M-$715.5K2026-11-05
Two Point Capital Management, Inc.
DECREASED19,62120,250-629-3%$4.5M$3.0M-$1.4M2026-10-16
First American Bank
DECREASED19,27919,946-667-3%$4.4M$3.0M-$1.4M2026-10-27
Salem Investment Counselors Inc
DECREASED19,09720,217-1,120-6%$4.5M$3.0M-$1.5M2026-10-13
First Financial Bank - Trust Division
DECREASED19,08619,176-900%$4.3M$3.0M-$1.4M2026-10-01
Citizens Financial Group Inc
DECREASED18,97244,923-25,951-58%$9.9M$2.9M-$7.0M2026-10-23
Patten & Patten Inc
DECREASED18,56218,695-133-1%$4.1M$2.9M-$1.3M2026-10-26
Iowa State Bank
NEW18,391—+18,391——$2.9M—2026-10-06
John G Ullman & Associates Inc
INCREASED18,29614,645+3,651+25%$3.2M$2.8M-$402.4K2026-11-04
J.W. Cole Advisors, Inc.
DECREASED18,16618,338-172-1%$4.1M$2.8M-$1.2M2026-11-05
Codex Capital Asset Management L.L.C.
UNCHANGED17,52517,52500%$3.9M$2.7M-$1.2M2026-10-30
Fideuram Asset Management (Ireland) dac
NEW17,128—+17,128——$3.2M—2026-10-29
Hartford Investment Management Co
NEW16,955—+16,955——$2.6M—2026-11-04
AlphaCore Capital LLC
DECREASED16,86117,410-549-3%$3.8M$2.6M-$1.2M2026-11-04
Neville Rodie & Shaw Inc
DECREASED16,85216,866-140%$3.7K$2.6K-$1.1K2026-10-05
Smithbridge Asset Management Inc
INCREASED16,57116,213+358+2%$3.6M$2.6M-$1.0M2026-10-19
DLK Investment Management, LLC
NEW16,432—+16,432——$2.5M—2026-10-09
Williams Jones Wealth Management, Llc.
DECREASED16,37635,805-19,429-54%$7.9M$2.5M-$5.4M2026-11-05
Inspire Investing, LLC
NEW16,251—+16,251——$2.5M—2026-10-22
Tompkins Financial Corp
NEW16,088—+16,088——$2.5M—2026-10-05
Linscomb Wealth, Inc.
DECREASED16,03416,126-92-1%$3.6M$2.5M-$1.1M2026-11-05
New Mexico Educational Retirement Board
UNCHANGED15,79315,79300%$3.5K$2.4M+$2.4M2026-11-05
First Nebraska Trust Co
DECREASED15,76016,236-476-3%$3.6M$2.4M-$1.1M2026-10-30
First National Trust Co
DECREASED15,12236,347-21,225-58%$8.0M$2.3M-$5.7M2026-10-28
Nexus Investment Management ULC
DECREASED15,11415,215-101-1%$3.4M$2.3M-$1.0M2026-10-27
Jefferies Financial Group Inc.
DECREASED15,00032,826-17,826-54%$7.3M$2.3M-$4.9M2026-11-05
WD Rutherford LLC
INCREASED14,81813,653+1,165+9%$3.0M$2.3M-$722.1K2026-10-26
Compagnie Lombard Odier SCmA
DECREASED14,81780,977-66,160-82%$17.9M$2.3M-$15.6M2026-11-04
Founders Financial Securities LLC
INCREASED14,6063,204+11,402+356%$708.3K$2.3M+$1.6M2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED14,53915,545-1,006-6%$3.4M$2.3M-$1.2M2026-10-22
Ag2r LA Mondiale Gestion D'actifs
DECREASED14,13414,184-500%$3.1M$2.2M-$945.5K2026-10-26
Meixler Investment Management, Ltd.
INCREASED14,09212,079+2,013+17%$2.7M$2.2M-$486.6K2026-11-03
JB Capital LLC
INCREASED14,05013,287+763+6%$2.9M$2.2M-$760.2K2026-10-19
Adell Harriman & Carpenter Inc
NEW13,740—+13,740——$2.1M—2026-11-02
Generali Asset Management SPA SGR
DECREASED13,73215,892-2,160-14%$3.5M$2.1M-$1.4M2026-10-26
Tokio Marine Asset Management Co LTD
INCREASED13,72111,300+2,421+21%$2.5M$2.1M-$371.9K2026-10-26
Hedges Asset Management LLC
INCREASED13,5754,475+9,100+203%$989.3K$2.1M+$1.1M2026-10-29
BigSur Wealth Management LLC
UNCHANGED13,55513,55500%$3.0M$2.1M-$896.1K2026-10-13
Choreo, LLC
DECREASED13,55115,523-1,972-13%$3.4M$2.1M-$1.3M2026-10-28
Signet Investment Advisory Group, Inc.
INCREASED13,53713,073+464+4%$2.9M$2.1M-$792.4K2026-10-30
Brick & Kyle, Associates
NEW13,433—+13,433——$2.1M—2026-11-05
New Hampshire Trust
INCREASED13,3798,368+5,011+60%$1.8M$2.1M+$245.7K2026-10-20
Blue Trust, Inc.
DECREASED13,37714,668-1,291-9%$3.2M$2.1M-$1.2M2026-10-15
NBT Bank, N.A.
NEW13,308—+13,308——$2.1M—2026-10-21
Flagship Harbor Advisors, LLC
INCREASED13,28812,833+455+4%$2.8M$2.1M-$777.8K2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
DECREASED13,22016,873-3,653-22%$3.7K$2.0M+$2.0M2026-10-22
Pathway Financial Advisors LLC
NEW13,205—+13,205——$2.0M—2026-10-07
TrinityBridge Ltd
DECREASED13,03326,972-13,939-52%$5.9K$2.0M+$2.0M2026-10-30
Farmers & Merchants Trust Co of Long Beach
INCREASED12,99112,982+9+0%$2.9M$2.0M-$857.0K2026-10-22
NovaPoint Capital, LLC
DECREASED12,79913,058-259-2%$2.9M$2.0M-$903.4K2026-10-22
Cox Capital Mgt LLC
INCREASED12,5904,809+7,781+162%$1.1M$2.0M+$887.9K2026-10-07
Rossmore Private Capital
DECREASED12,18012,379-199-2%$2.7M$1.9M-$849.2K2026-10-27
Lynch & Associates
DECREASED12,13112,762-631-5%$2.8M$1.9M-$941.5K2026-10-13
Bokf, NA
NEW12,120—+12,120——$1.9M—2026-10-27
Daymark Wealth Partners, LLC
DECREASED11,96916,828-4,859-29%$3.7M$1.9M-$1.9M2026-11-04
TD Private Client Wealth LLC
DECREASED11,83915,440-3,601-23%$3.4M$1.8M-$1.6M2026-10-28
Bensler, LLC
INCREASED11,78010,680+1,100+10%$2.4M$1.8M-$535.6K2026-11-05
Crossmark Global Holdings, Inc.
NEW11,489—+11,489——$1.8M—2026-10-21
Romano Brothers and Company
DECREASED11,33711,539-202-2%$2.6M$1.8M-$794.1K2026-10-22
Goelzer Investment Management, Inc.
DECREASED11,25311,788-535-5%$2.6M$1.7M-$862.2K2026-10-16
Marks Group Wealth Management, Inc
DECREASED11,18613,135-1,949-15%$2.9M$1.7M-$1.2M2026-11-05
Benedict Financial Advisors Inc
DECREASED11,03513,314-2,279-17%$2.9M$1.7M-$1.2M2026-10-07
MGO One Seven LLC
INCREASED10,9079,616+1,291+13%$2.1M$1.7M-$435.6K2026-10-28
Berkeley, Inc
NEW10,872—+10,872——$1.7M—2026-10-20
China Universal Asset Management Co., Ltd.
INCREASED10,6769,540+1,136+12%$2.1M$1.7M-$449.6K2026-10-28
Vise Technologies, Inc.
DECREASED10,57313,340-2,767-21%$2.9M$1.6M-$1.3M2026-10-29
GS Investments, Inc.
INCREASED10,5424,935+5,607+114%$1.1M$1.6M+$542.7K2026-11-05
PKO Investment Management Joint-Stock Co
UNCHANGED10,50010,50000%$2.3M$1.6M-$694.2K2026-10-19
Caldwell Trust Co
DECREASED10,47311,143-670-6%$2.5M$1.6M-$840.5K2026-10-30
Howard Capital Management, LLC
UNCHANGED10,40910,40900%$2.3M$1.6M-$688.1K2026-10-16
Providence Wealth Advisors, LLC
NEW10,328—+10,328——$1.6M—2026-10-29
Ascentis Independent Advisors
INCREASED10,27355+10,218+18578%$12.2K$1.6M+$1.6M2026-11-03
Folger Nolan Fleming Douglas Capital Management, Inc
NEW10,249—+10,249——$1.6M—2026-10-13
Brookmont Capital Management
INCREASED10,20510,147+58+1%$2.2M$1.6M-$661.8K2026-10-23
Studio Investment Management LLC
DECREASED9,95710,022-65-1%$2.2M$1.5M-$672.6K2026-10-22
Ashurst Perkins Coie Trust Co
NEW9,946—+9,946——$1.5M—2026-10-15
Busey Bank
NEW9,914—+9,914——$1.5M—2026-10-26
Equitable Trust Co
INCREASED9,8216,737+3,084+46%$1.5M$1.5M+$32.7K2026-10-13
Hanson & Doremus Investment Management
INCREASED9,8187,233+2,585+36%$1.6K$1.5K-$782026-10-16
Sage Capital Advisors,llc
DECREASED9,79612,663-2,867-23%$2.8M$1.5M-$1.3M2026-10-13
Elevation Point Wealth Partners, LLC
DECREASED9,74213,754-4,012-29%$3.0M$1.5M-$1.5M2026-11-05
North Dakota State Investment Board
NEW9,719—+9,719——$1.5M—2026-10-27
Cypress Asset Management Inc
DECREASED9,68112,141-2,460-20%$2.7M$1.5M-$1.2M2026-10-09
Perigon Wealth Management, LLC
DECREASED9,66413,458-3,794-28%$3.0M$1.5M-$1.5M2026-10-22
Scott & Selber, Inc.
DECREASED9,6339,654-210%$2.1M$1.5M-$641.5K2026-10-21
Fractal Investments LLC
NEW9,550—+9,550——$1.5M—2026-10-28
Kanawha Capital Management LLC
DECREASED9,4219,451-300%$2.1M$1.5M-$629.5K2026-10-19
Werlinich Asset Management, LLC
INCREASED9,4126,686+2,726+41%$1.5M$1.5M-$19.6K2026-10-09
HUB Investment Partners, LLC
INCREASED9,4097,311+2,098+29%$1.6M$1.5M-$158.2K2026-11-03
SevenBridge Financial Group, LLC
DECREASED9,3409,698-358-4%$1.6M$1.5M-$140.7K2026-10-26
Mcdonald Partners LLC
DECREASED9,31910,923-1,604-15%$2.4M$1.4M-$970.6K2026-11-03
Autumn Glory Partners, LLC
INCREASED9,2606,272+2,988+48%$1.4M$1.4M+$48.4K2026-10-26
Mission Wealth Management, LP
DECREASED9,24112,623-3,382-27%$2.8M$1.4M-$1.4M2026-10-15
First Citizens Bank & Trust Co
NEW9,239—+9,239——$1.4M—2026-10-14
Axxcess Wealth Management, LLC
DECREASED9,15011,757-2,607-22%$2.6M$1.4M-$1.2M2026-10-21
Shepherd Financial Partners LLC
DECREASED9,0939,174-81-1%$2.0M$1.4M-$619.0K2026-11-03
Harbor Investment Advisory, LLC
NEW9,001—+9,001——$1.4M—2026-10-13
Integrated Advisors Network LLC
DECREASED8,96710,488-1,521-14%$2.3M$1.4M-$929.1K2026-10-20
Financial Enhancement Group LLC
NEW8,834—+8,834——$1.4M—2026-10-08
Venture Visionary Partners LLC
INCREASED8,8158,018+797+10%$1.8M$1.4M-$406.6K2026-10-07
Sawyer & Company, Inc
DECREASED8,8088,969-161-2%$2.0M$1.4M-$617.8K2026-10-21
Lineweaver Wealth Advisors, LLC
NEW8,763—+8,763——$1.4M—2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED8,7606,804+1,956+29%$1.5M$1.4M-$140.6K2026-10-13
Trust Co of Toledo NA
NEW8,736—+8,736——$1.4M—2026-10-16
Bill Few Associates, Inc.
NEW8,691—+8,691——$1.3M—2026-10-09
Brookstone Capital Management
DECREASED8,68810,977-2,289-21%$2.4M$1.3M-$1.1M2026-10-22
Spectrum Asset Management, Inc. (NB )
DECREASED8,6328,850-218-2%$2.0M$1.3M-$618.9K2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED8,5578,870-313-4%$2.0M$1.3M-$634.9K2026-10-08
White Pine Investment Co
DECREASED8,5488,925-377-4%$2.0K$1.3K-$6482026-10-15
Kingswood Wealth Advisors, LLC
INCREASED8,3977,948+449+6%$1.8M$1.3M-$455.9K2026-10-23
Lynx Capital Group LTD
INCREASED8,3698,361+8+0%$1.8M$1.3M-$551.5K2026-11-04
Exchange Traded Concepts, LLC
INCREASED8,3036,717+1,586+24%$1.5M$1.3M-$198.3K2026-10-28
B. Metzler seel. Sohn & Co. AG
DECREASED8,29835,700-27,402-77%$7.9M$1.3M-$6.6M2026-10-30
Verdence Capital Advisors LLC
INCREASED8,2627,880+382+5%$1.7M$1.3M-$461.7K2026-10-26
Brighton Jones LLC
DECREASED8,25710,565-2,308-22%$2.3M$1.3M-$1.1M2026-11-03
Columbia Asset Management
INCREASED8,2106,276+1,934+31%$1.4M$1.3M-$115.2K2026-10-19
Brown, Lisle Ings, Inc.
DECREASED8,1898,229-400%$1.8M$1.3M-$550.2K2026-10-16
Great Waters Wealth Management
NEW8,158—+8,158——$1.3M—2026-10-07
Pittenger & Anderson Inc
DECREASED8,15033,613-25,463-76%$7.4M$1.3M-$6.2M2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED8,1389,923-1,785-18%$2.2M$1.3M-$932.6K2026-10-20
AMG National Trust Bank
INCREASED8,1254,982+3,143+63%$1.1M$1.3M+$159.7K2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED8,11511,486-3,371-29%$2.5M$1.3M-$1.3M2026-11-03
Home Federal Bank of Tennessee
INCREASED8,0607,927+133+2%$1.7M$1.2M-$495.1K2026-10-15
Carnegie Investment Counsel
DECREASED8,0298,911-882-10%$2.0M$1.2M-$725.2K2026-10-20
Valeo Financial Advisors, LLC
DECREASED7,9928,129-137-2%$1.8M$1.2M-$558.6K2026-10-08
BAR Harbor Wealth Management
NEW7,901—+7,901——$1.2M—2026-10-21
Stanley-Laman Group, Ltd.
DECREASED7,9008,098-198-2%$1.8M$1.2M-$566.0K2026-10-20
Leisure Capital Management
DECREASED7,8988,004-106-1%$1.8M$1.2M-$545.6K2026-11-03
CenterBook Partners LP
INCREASED7,8393,067+4,772+156%$678.1K$1.2M+$536.8K2026-11-02
TCI Wealth Advisors, Inc.
INCREASED7,6757,584+91+1%$1.7M$1.2M-$487.3K2026-10-30
Canandaigua National Bank & Trust Co
NEW7,659—+7,659——$1.2M—2026-10-07
Ethic Inc.
DECREASED7,64511,747-4,102-35%$2.6M$1.2M-$1.4M2026-11-03
IFP Advisors, Inc
INCREASED7,6304,670+2,960+63%$1.0M$1.2M+$150.0K2026-10-16
Focus Financial Network, Inc.
DECREASED7,5738,038-465-6%$1.8M$1.2M-$603.5K2026-10-14
Congress Park Capital LLC
INCREASED7,5346,882+652+9%$1.5M$1.2M-$353.9K2026-10-13
Sterling Investment Advisors, Ltd.
DECREASED7,5228,685-1,163-13%$1.9M$1.2M-$754.4K2026-10-27
Laurel Wealth Advisors LLC
DECREASED7,4627,934-472-6%$1.8M$1.2M-$597.7K2026-10-27
Avity Investment Management Inc.
DECREASED7,2937,343-50-1%$1.6M$1.1M-$493.2K2026-10-09
Bfsg, LLC
DECREASED7,2917,488-197-3%$1.7M$1.1M-$525.6K2026-10-30
Chicago Trust Co NA
NEW7,222—+7,222——$1.1M—2026-10-28
Palisade Asset Management, LLC
DECREASED7,2097,392-183-2%$1.6M$1.1M-$517.0K2026-11-03
Pflug Koory, LLC
DECREASED7,1617,232-71-1%$1.6M$1.1M-$489.1K2026-10-26
Moneco Advisors, LLC
INCREASED7,1145,094+2,020+40%$1.1M$1.1M-$23.7K2026-11-05
Kornitzer Capital Management Inc
DECREASED7,10712,242-5,135-42%$2.7M$1.1M-$1.6M2026-11-03
Cornerstone Planning, LLC
NEW6,959—+6,959——$1.4M—2026-10-27
Claro Advisors Inc.
DECREASED6,8676,889-220%$1.5M$1.1M-$458.9K2026-11-02
Bull Street Advisors, LLC
DECREASED6,8596,888-290%$1.5K$1.1M+$1.1M2026-10-20
PFG Advisors
DECREASED6,8467,270-424-6%$1.6M$1.1M-$546.3K2026-10-16
Wendell David Associates Inc
DECREASED6,7826,832-50-1%$1.5K$1.1M+$1.0M2026-10-27
Bdf-Gestion
DECREASED6,7337,587-854-11%$5.5M$1.0M-$4.4M2026-10-19
Park Avenue Securities LLC
DECREASED6,6879,453-2,766-29%$2.1K$1.0M+$1.0M2026-10-26
Tema Etfs LLC
DECREASED6,63914,892-8,253-55%$3.3M$1.0M-$2.3M2026-10-16
M Holdings Securities, Inc.
NEW6,608—+6,608——$1.0K—2026-11-03
Independent Financial Group, LLC
DECREASED6,5838,319-1,736-21%$1.8M$1.0M-$819.0K2026-10-13
Fruth Investment Management
INCREASED6,5504,900+1,650+34%$1.1K$1.0K-$682026-10-13
Dynamic Advisor Solutions LLC
DECREASED6,53511,469-4,934-43%$2.5M$1.0M-$1.5M2026-10-13
SP Asset Management LLC
DECREASED6,52711,194-4,667-42%$2.5M$1.0M-$1.5M2026-11-05
Axiom Investment Management LLC
DECREASED6,5046,716-212-3%$1.5M$1.0M-$476.8K2026-11-03
KTF Investments, LLC
DECREASED6,4069,739-3,333-34%$2.2M$992.7K-$1.2M2026-10-23
Montag A & Associates Inc
DECREASED6,3918,425-2,034-24%$1.9M$990.4K-$872.1K2026-10-29
Grove Bank & Trust
NEW6,327—+6,327——$980.5K—2026-10-08
Eastern Bank
NEW6,319—+6,319——$979.3K—2026-10-05
Waldron Private Wealth LLC
DECREASED6,3186,331-130%$1.4M$979.1K-$420.6K2026-11-02
ASO Group Ltd
NEW6,300—+6,300——$976.0K—2026-11-05
RFG Advisory, LLC
DECREASED6,2978,843-2,546-29%$2.0M$975.8K-$979.2K2026-11-03
Chemung Canal Trust Co
DECREASED6,2816,604-323-5%$1.5M$973.4K-$483.1K2026-11-04
Vontobel Holding Ltd.
DECREASED6,26159,787-53,526-90%$13.2M$970.3K-$12.2M2026-10-16
Wedbush Securities Inc
DECREASED6,24610,319-4,073-39%$2.3K$968.0K+$965.7K2026-10-22
Boston Trust Walden Corp
DECREASED6,1906,607-417-6%$1.5M$959.3K-$501.5K2026-10-30
Clear Harbor Asset Management, LLC
DECREASED6,1588,781-2,623-30%$1.9M$954.3K-$987.0K2026-11-05
Hohimer Wealth Management, LLC
NEW6,146—+6,146——$952.5K—2026-11-04
Old National Bancorp
DECREASED6,0968,667-2,571-30%$1.9M$944.7K-$971.5K2026-10-20
Harbour Capital Advisors, LLC
DECREASED6,0756,247-172-3%$1.4M$941.4K-$437.6K2026-10-13
Chilton Capital Management LLC
DECREASED6,0656,165-100-2%$1.4M$939.9K-$423.1K2026-10-28
BLB&B Advisors, LLC
DECREASED5,9856,969-984-14%$1.5M$927.5K-$613.2K2026-10-27
NTV Asset Management LLC
DECREASED5,9509,395-3,445-37%$2.1M$922.1K-$1.2M2026-10-23
Petredis Investment Advisors LLC
INCREASED5,9485,928+20+0%$1.3M$921.8K-$388.8K2026-10-20
Norway Savings Bank
NEW5,898—+5,898——$914.0K—2026-10-20
Northcape Wealth Management, LLC
INCREASED5,8825,752+130+2%$1.3M$911.5K-$360.0K2026-11-04
KCM Investment Advisors LLC
DECREASED5,8536,267-414-7%$1.4M$907.0K-$478.5K2026-10-27
Cerro Pacific Wealth Advisors LLC
INCREASED5,7755,646+129+2%$1.2M$894.9K-$353.2K2026-10-22
Hixon Zuercher, LLC
INCREASED5,7705,736+34+1%$1.3M$894.2K-$373.9K2026-10-13
Cooper Financial Group
INCREASED5,7692,251+3,518+156%$497.7K$894.0K+$396.4K2026-10-07
Stackstone Wealth, LLC
NEW5,754—+5,754——$891.7K—2026-10-19
Ellsworth Advisors, LLC
DECREASED5,7175,749-32-1%$1.2M$886.0K-$336.0K2026-10-15
Cane Capital Partners, LLC
INCREASED5,6682,558+3,110+122%$565.5K$878.4K+$312.8K2026-10-23
HCR Wealth Advisors
NEW5,661—+5,661——$877.3K—2026-10-15
Trust Point Inc.
NEW5,633—+5,633——$873.0K—2026-10-27
Valley National Advisers Inc
INCREASED5,6072,980+2,627+88%$658.8K$868.9K+$210.1K2026-10-23
Hartford Financial Management Inc.
DECREASED5,5986,056-458-8%$1.3M$867.5K-$471.3K2026-10-21
Wedmont Private Capital
INCREASED5,5884,582+1,006+22%$1.0M$860.6K-$150.9K2026-10-09
North Star Investment Management Corp.
INCREASED5,5805,532+48+1%$1.2M$864.7K-$358.3K2026-10-27
Sigma Planning Corp
DECREASED5,53214,251-8,719-61%$3.2M$857.3K-$2.3M2026-10-23
Penn Davis Mcfarland Inc
DECREASED5,5135,765-252-4%$1.3M$854.4K-$420.1K2026-10-23
Mount Vernon Associates Inc
DECREASED5,5135,763-250-4%$1.3K$854.0K+$852.7K2026-10-26
DT Investment Partners, LLC
INCREASED5,5025,444+58+1%$1.2M$852.6K-$350.8K2026-10-27
Magnus Financial Group LLC
INCREASED5,4875,353+134+3%$1.2M$850.3K-$333.1K2026-10-21
Principle Wealth Partners LLC
DECREASED5,4848,231-2,747-33%$1.8M$850.0K-$969.7K2026-11-02
Iams Wealth Management, LLC
INCREASED5,4675,464+3+0%$1.2M$847.2K-$360.8K2026-10-15
Capital Asset Advisory Services LLC
DECREASED5,4206,104-684-11%$1.3M$869.4K-$480.2K2026-10-30
Indivisible Partners
INCREASED5,4123,632+1,780+49%$803.0K$838.8K+$35.8K2026-10-26
Private Trust Co NA
DECREASED5,4025,932-530-9%$1.3M$837.1K-$474.5K2026-10-20
Modera Wealth Management, LLC
DECREASED5,2945,326-32-1%$1.2M$820.4K-$357.1K2026-10-28
Gamma Investing LLC
DECREASED5,2595,619-360-6%$1.2M$815.0K-$427.3K2026-10-08
Old Port Advisors
DECREASED5,2575,268-110%$1.2M$814.7K-$350.0K2026-10-23
First United Bank & Trust
DECREASED5,2435,268-250%$1.2M$812.5K-$352.1K2026-10-22
Mechanics Bank Trust Department
DECREASED5,2385,584-346-6%$1.2M$811.7K-$422.9K2026-10-13
Confluence Wealth Services, Inc.
INCREASED5,2125,140+72+1%$1.1M$807.7K-$328.6K2026-11-05
Penobscot Investment Management Company, Inc.
DECREASED5,1906,001-811-14%$1.3M$804.3K-$522.4K2026-10-26
Citizens National Bank Trust Department
NEW5,188—+5,188——$803.9K—2026-11-04
Washington Trust Co
DECREASED5,18535,573-30,388-85%$7.8M$803.5K-$7.0M2026-10-22
Coastline Trust Co
NEW5,140—+5,140——$796.5K—2026-10-01
Globalt Investments LLC / GA
DECREASED5,1185,320-202-4%$1.2M$793.1K-$383.1K2026-10-27
Nordwand Advisors, LLC
DECREASED5,1126,237-1,125-18%$1.4M$792.2K-$586.7K2026-11-05
Harbor Capital Advisors, Inc.
NEW5,096—+5,096——$790.0K—2026-10-22
Curbstone Financial Management Corp
DECREASED5,0745,182-108-2%$1.1M$786.3K-$359.3K2026-10-21
Slow Capital, Inc.
DECREASED5,0475,530-483-9%$1.2M$782.1K-$440.4K2026-10-23
Lanark Financial, Inc.
DECREASED5,0405,121-81-2%$1.1M$781.0K-$351.1K2026-10-26
Meridian Investment Counsel Inc.
INCREASED5,0054,955+50+1%$1.1M$775.6K-$319.8K2026-10-14
Grey Ledge Advisors, LLC
DECREASED4,9955,015-200%$1.1M$774.1K-$334.6K2026-11-02
Aviance Capital Partners, LLC
DECREASED4,9875,165-178-3%$1.1M$772.8K-$369.0K2026-10-29
Impact Capital Partners LLC
DECREASED4,9675,197-230-4%$1.1M$769.7K-$379.2K2026-10-22
Signaturefd, LLC
DECREASED4,9416,298-1,357-22%$1.4M$765.7K-$626.5K2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED4,86110,280-5,419-53%$2.3M$753.3K-$1.5M2026-10-23
Northstar Asset Management Co
DECREASED4,8494,861-120%$992.0K$787.8K-$204.2K2026-10-22
Welch & Forbes LLC
DECREASED4,8114,815-40%$1.1M$745.6K-$318.4K2026-11-04
VestGen Advisors, LLC
DECREASED4,7965,480-684-12%$1.2M$743.2K-$468.3K2026-10-27
Mystic Asset Management, Inc.
DECREASED4,7555,340-585-11%$1.2M$736.9K-$443.7K2026-10-15
Assenagon Asset Management S.A.
DECREASED4,75210,961-6,209-57%$2.4M$736.4K-$1.7M2026-10-15
Beutel, Goodman & Co Ltd.
DECREASED4,73610,573-5,837-55%$2.3K$733.0K+$730.7K2026-11-04
Raab & Moskowitz Asset Management LLC
DECREASED4,7324,782-50-1%$1.1M$733.3K-$323.9K2026-11-02
Dillon & Associates Inc
INCREASED4,6693,277+1,392+42%$724$724.0K+$723.3K2026-10-22
Toth Financial Advisory Corp
DECREASED4,65514,124-9,469-67%$3.1M$721.4K-$2.4M2026-10-08
JFS Wealth Advisors, LLC
DECREASED4,6454,674-29-1%$1.0M$719.8K-$313.5K2026-11-03
Oakmont Investment Advisors, Inc.
DECREASED4,6284,633-50%$1.0M$717.0K-$307.2K2026-10-21
GC Wealth Management RIA, LLC
DECREASED4,5794,633-54-1%$1.0M$709.6K-$314.7K2026-11-02
IVC Wealth Advisors LLC
INCREASED4,5661,139+3,427+301%$251.8K$707.6K+$455.8K2026-10-23
J. Derek Lewis & Associates Inc.
DECREASED4,5665,081-515-10%$1.1M$707.6K-$415.7K2026-11-03
Ipswich Investment Management Co., Inc.
NEW4,535—+4,535——$702.8K—2026-10-13
Advisors Management Group Inc
DECREASED4,4994,550-51-1%$1.0K$697.0K+$696.0K2026-11-05
AdvisorNet Financial, Inc
INCREASED4,4873,726+761+20%$823.7K$703.2K-$120.5K2026-10-15
Fulton Bank, N.A.
NEW4,475—+4,475——$693.5K—2026-10-14
Capital Investment Advisory Services, LLC
DECREASED4,4645,533-1,069-19%$1.2M$691.7K-$531.6K2026-10-30
Cherry Creek Investment Advisors, Inc.
INCREASED4,4553,273+1,182+36%$723.6K$690.4K-$33.2K2026-10-14
Spirit of America Management Corp
UNCHANGED4,4254,42500%$978.3K$685.7K-$292.5K2026-10-14
Signal Advisors Wealth, LLC
INCREASED4,4231,016+3,407+335%$224.6K$685.4K+$460.8K2026-10-13
Bryn Mawr Trust Advisors, LLC
DECREASED4,3585,886-1,528-26%$1.3M$675.4K-$625.9K2026-11-04
Baker Tilly Wealth Management, LLC
INCREASED4,3541,275+3,079+241%$281.9K$674.7K+$392.9K2026-10-05
PFS Partners, LLC
INCREASED4,3264,036+290+7%$892.3K$670.4K-$221.9K2026-10-21
Orca Wealth Management, LLC
INCREASED4,3223,606+716+20%$797.3K$669.8K-$127.5K2026-10-14
Montchanin Asset Management, LLC
UNCHANGED4,3074,30700%$964$667.0K+$666.0K2026-11-02
B&D White Capital Company, LLC
NEW4,300—+4,300——$666.4K—2026-11-02
Elevated Capital Advisors, LLC
INCREASED4,2961,633+2,663+163%$361.0K$665.8K+$304.7K2026-11-04
Cullinan Associates Inc
DECREASED4,2954,345-50-1%$960.6K$665.6K-$295.0K2026-11-03
MTM Investment Management, LLC
DECREASED4,2644,292-28-1%$948.8K$660.8K-$288.1K2026-10-30
Patten Group, Inc.
INCREASED4,2333,283+950+29%$725.8K$656.0K-$69.8K2026-10-26
Elyxium Wealth, LLC
DECREASED4,2254,569-344-8%$1.0M$654.7K-$355.3K2026-10-27
Baker Ellis Asset Management LLC
DECREASED4,2174,269-52-1%$943.8K$653.5K-$290.3K2026-10-14
Elco Management Co., LLC
NEW4,147—+4,147——$642.7K—2026-10-14
Guyasuta Investment Advisors Inc
DECREASED4,1205,498-1,378-25%$1.2M$638.4K-$577.1K2026-10-15
Grimes & Co Wealth Management, LLC
DECREASED4,0884,927-839-17%$1.1M$633.5K-$455.7K2026-10-29
Tectonic Advisors LLC
INCREASED3,9921,540+2,452+159%$340.5K$618.6K+$278.2K2026-10-22
MCF Advisors LLC
DECREASED3,9774,223-246-6%$933.5K$616.3K-$317.2K2026-10-28
Larson Financial Group LLC
INCREASED3,9753,189+786+25%$705.0K$616.0K-$89.0K2026-11-05
RMR Wealth Builders
INCREASED3,9643,787+177+5%$837.2K$614.3K-$222.9K2026-10-22
Joel Isaacson & Co., LLC
DECREASED3,9334,142-209-5%$915.7K$609.5K-$306.2K2026-11-05
Essex LLC
DECREASED3,9114,440-529-12%$981.6K$606.1K-$375.5K2026-10-14
International Assets Investment Management, LLC
INCREASED3,8962,644+1,252+47%$600.8K$600.3K-$5672026-11-02
Register Financial Advisors LLC
DECREASED3,8819,144-5,263-58%$2.0M$601.5K-$1.4M2026-10-23
Leo Wealth, LLC
NEW3,879—+3,879——$601.1K—2026-10-26
Welch Group, LLC
INCREASED3,8753,786+89+2%$837.0K$600.5K-$236.5K2026-10-29
EPG Wealth Management LLC
DECREASED3,8735,057-1,184-23%$1.1M$600.2K-$517.8K2026-11-03
Parisi Gray Wealth Management
DECREASED3,8645,146-1,282-25%$1.1M$598.8K-$538.9K2026-10-16
Pullen Investment Management, LLC
INCREASED3,8393,292+547+17%$727.8K$594.9K-$132.9K2026-10-23
Reynders McVeigh Capital Management, LLC
DECREASED3,8384,005-167-4%$885.0K$594.8K-$290.2K2026-10-30
Yoffe Investment Management, LLC
UNCHANGED3,8333,83300%$847.4K$594.0K-$253.4K2026-11-02
Forbes J M & Co LLP
DECREASED3,8053,813-80%$843.0K$589.7K-$253.3K2026-10-16
Oakworth Capital, Inc.
INCREASED3,7962,184+1,612+74%$485.5K$588.3K+$102.8K2026-10-26
Quantum Private Wealth, LLC
INCREASED3,7863,428+358+10%$757.9K$586.7K-$171.1K2026-10-20
Jacobi Capital Management LLC
DECREASED3,7744,048-274-7%$894.9K$584.9K-$310.1K2026-11-05
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED3,7743,77400%$834.4K$584.9K-$249.5K2026-11-02
Tempus Wealth Planning, LLC
DECREASED3,7593,796-37-1%$839.2K$582.5K-$256.7K2026-10-14
Courier Capital LLC
INCREASED3,7473,536+211+6%$781.7K$580.7K-$201.1K2026-10-19
DSG Capital Advisors, LLC
DECREASED3,7455,060-1,315-26%$1.1M$580.4K-$469.6K2026-11-05
Davidson Trust Co
INCREASED3,7363,465+271+8%$765.0K$579.0K-$186.0K2026-10-09
Kassira Wealth Management LLC
INCREASED3,7163,253+463+14%$719.2K$575.9K-$143.3K2026-10-28
Frank, Rimerman Advisors LLC
DECREASED3,6414,253-612-14%$940.3K$564.2K-$376.0K2026-10-16
Cornerstone Wealth Management, LLC
INCREASED3,6393,570+69+2%$789.3K$563.9K-$225.3K2026-11-04
Moody National Bank Trust Division
NEW3,623—+3,623——$561.5K—2026-10-06
Carret Asset Management, LLC
DECREASED3,6123,712-100-3%$820.6K$559.8K-$260.9K2026-11-04
Inscription Capital, LLC
DECREASED3,6084,621-1,013-22%$1.0M$559.1K-$462.6K2026-11-02
Ti-Trust, Inc
NEW3,578—+3,578——$554.5K—2026-10-21
Nicholas Hoffman & Company, Llc.
DECREASED3,5563,564-80%$787.8K$551.1K-$236.7K2026-10-30
Annex Advisory Services, LLC
DECREASED3,54228,071-24,529-87%$6.2M$548.9K-$5.7M2026-10-16
Quadcap Wealth Management, LLC
INCREASED3,5233,083+440+14%$681.6K$546.0K-$135.6K2026-11-02
Murphy, Middleton, Hinkle & Parker, Inc.
NEW3,498—+3,498——$542.1K—2026-10-15
Franklin Street Advisors Inc
DECREASED3,4943,596-102-3%$794.9K$541.5K-$253.4K2026-10-13
Canton Hathaway, LLC
DECREASED3,4753,568-93-3%$788.8K$538.5K-$250.3K2026-10-23
Doliver Advisors, LP
DECREASED3,4733,486-130%$770.7K$538.2K-$232.5K2026-10-01
Arrow Financial Corp
DECREASED3,4665,247-1,781-34%$1.2M$537.1K-$614.5K2026-10-26
CX Institutional
NEW3,449—+3,449——$534—2026-10-02
Westhampton Capital, LLC
DECREASED3,4463,466-20-1%$766.3K$534.0K-$232.2K2026-10-30
Cascade Investment Group, Inc.
INCREASED3,4052,169+1,236+57%$479.5K$527.7K+$48.2K2026-10-13
Alessandra Capital Management, LLC
INCREASED3,4031,851+1,552+84%$409.2K$527.4K+$118.1K2026-10-30
Weatherly Asset Management L. P.
DECREASED3,3813,418-37-1%$755.7K$524.0K-$231.7K2026-10-20
Mather Group, Llc.
DECREASED3,3715,353-1,982-37%$1.2M$522.4K-$661.0K2026-10-14
Naples Global Advisors, LLC
DECREASED3,3623,639-277-8%$804.5K$521.0K-$283.5K2026-11-05
Compass Wealth Management LLC
DECREASED3,3613,614-253-7%$799.0K$520.9K-$278.1K2026-10-22
V-Square Quantitative Management LLC
INCREASED3,3501,843+1,507+82%$407.5K$519.2K+$111.7K2026-10-15
NWF Advisory Services Inc.
INCREASED3,3381,949+1,389+71%$430.9K$517.3K+$86.4K2026-10-19
BIP Wealth, LLC
INCREASED3,2973,227+70+2%$713.4K$510.9K-$202.5K2026-10-22
Krilogy Financial LLC
DECREASED3,2954,892-1,597-33%$1.1M$518.2K-$563.3K2026-10-13
Mirador Capital Partners LP
NEW3,263—+3,263——$505.7K—2026-10-09
Meridian Wealth Management, LLC
DECREASED3,2433,296-53-2%$728.7K$502.6K-$226.1K2026-11-05
Carolina Wealth Management Inc
NEW3,237—+3,237——$501.6K—2026-10-29
Invera Wealth Advisors, LLC
NEW3,220—+3,220——$499.0K—2026-10-28
Formidable Asset Management, LLC
NEW3,219—+3,219——$711.6K—2026-11-03
Burke & Herbert Bank & Trust Co
DECREASED3,1973,231-34-1%$714.3K$495.4K-$218.9K2026-11-02
Bailard, Inc.
DECREASED3,19514,250-11,055-78%$3.2M$495.1K-$2.7M2026-10-13
Grandfield & Dodd, LLC
DECREASED3,1813,390-209-6%$749.6K$493.0K-$256.6K2026-10-29
Central Bank & Trust Co
DECREASED3,1743,506-332-9%$769.9K$491.9K-$278.0K2026-10-09
Procyon Advisors, LLC
NEW3,170—+3,170——$491.3K—2026-10-21
Kennebec Savings Bank
INCREASED3,1672,816+351+12%$622.5K$490.8K-$131.7K2026-10-22
Verus Capital Partners, LLC
DECREASED3,1463,475-329-9%$768.3K$487.5K-$280.7K2026-11-03
Sheets Smith Wealth Management
NEW3,145—+3,145——$487.4K—2026-10-16
William Allan Corp
NEW3,139—+3,139——$486.5K—2026-10-14
WBH Advisory Inc
INCREASED3,1213,114+7+0%$688.4K$483.7K-$204.8K2026-11-05
Visionary Wealth Advisors
DECREASED3,1043,125-21-1%$690.9K$481.0K-$209.8K2026-11-04
Successful Portfolios LLC
DECREASED3,0983,130-32-1%$694.0K$482.4K-$211.6K2026-10-09
Adelphi Trust Co
NEW3,095—+3,095——$479.6K—2026-10-05
Sowell Financial Services LLC
NEW3,065—+3,065——$475.0K—2026-10-23
Hilltop National Bank
NEW3,062—+3,062——$474.5K—2026-10-14
Gryphon Financial Partners LLC
DECREASED3,0573,502-445-13%$774.2K$473.7K-$300.5K2026-11-04
Essex Bank
INCREASED3,0423,039+3+0%$671.9K$471.4K-$200.4K2026-10-16
Community Bank of Raymore
NEW3,034—+3,034——$470.2K—2026-10-23
Comprehensive Financial Consultants Institutional, Inc.
DECREASED3,0153,948-933-24%$872.8K$467.2K-$405.6K2026-10-15
Morton Capital Management LLC
DECREASED2,9793,000-21-1%$663.2K$461.7K-$201.6K2026-10-23
Everett Harris & Co
DECREASED2,9763,162-186-6%$699.1K$461.2K-$237.9K2026-10-28
Provenance Wealth Advisors, LLC
INCREASED2,962136+2,826+2078%$30.1K$459.0K+$429.0K2026-10-30
Advisory Solutions Group, LLC
INCREASED2,9622,440+522+21%$539.4K$459.0K-$80.4K2026-10-14
3Chopt Investment Partners, LLC
INCREASED2,9602,534+426+17%$560.1K$458.6K-$101.5K2026-10-30
Valtinson Bruner Financial Planning LLC
UNCHANGED2,9602,96000%$654.4K$458.7K-$195.7K2026-11-02
Legacy Wealth Management, LLC / MS
DECREASED2,9543,882-928-24%$858.1K$457.8K-$400.3K2026-10-30
Diversify Advisory Services, LLC
DECREASED2,9543,678-724-20%$775.4K$481.8K-$293.6K2026-10-20
Diversify Wealth Management, LLC
DECREASED2,9543,678-724-20%$775.4K$481.8K-$293.6K2026-10-20
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED2,941960+1,981+206%$212.2K$455.8K+$243.5K2026-10-16
Cigna Investments Inc
NEW2,934—+2,934——$455.0K—2026-10-19
Midwest Financial Partners Investments, Inc.
DECREASED2,9262,955-29-1%$653.3K$453.4K-$199.8K2026-10-08
Archford Capital Strategies, LLC
DECREASED2,9253,439-514-15%$760.3K$453.3K-$307.0K2026-10-19
Letson Investment Management, Inc.
UNCHANGED2,9172,91700%$644.9K$452.0K-$192.8K2026-11-05
Alpha Omega Wealth Management LLC
DECREASED2,8912,949-58-2%$652.0K$448.0K-$203.9K2026-10-23
Cyndeo Wealth Partners, LLC
INCREASED2,8862,855+31+1%$631.2K$447.3K-$183.9K2026-10-16
Wealth Enhancement Trust Services, Inc.
NEW2,885—+2,885——$447.1K—2026-10-07
AA Financial Advisors, LLC
INCREASED2,8782,836+42+1%$627.0K$446.0K-$181.0K2026-10-19
Tlwm
NEW2,877—+2,877——$445.9K—2026-10-09
Salvus Wealth Management, LLC
NEW2,868—+2,868——$444.5K—2026-10-13
Mitchell Sinkler & Starr
NEW2,839—+2,839——$440.0K—2026-10-13
Central Pacific Bank - Trust Division
NEW2,800—+2,800——$433.9K—2026-10-06
Blume Capital Management, Inc.
UNCHANGED2,7892,78900%$616.6K$432.2K-$184.4K2026-10-26
Pinnacle Bancorp, Inc.
INCREASED2,7682,378+390+16%$525.7K$429.0K-$96.8K2026-10-21
Wynn Capital, LLC
DECREASED2,7592,806-47-2%$620.4K$427.6K-$192.8K2026-10-13
Winthrop Capital Management, LLC
DECREASED2,7482,838-90-3%$627$425.9K+$425.2K2026-11-05
Mengis Capital Management, Inc.
UNCHANGED2,7382,73800%$605.3K$424.3K-$181.0K2026-10-13
Woodmont Investment Counsel LLC
DECREASED2,7352,750-15-1%$608.0K$423.8K-$184.1K2026-10-29
Enhancing Capital LLC
UNCHANGED2,7002,70000%$596.9K$418.4K-$178.5K2026-10-26
Indiana Trust & Investment Management Co
DECREASED2,6962,715-19-1%$600.2K$417.8K-$182.4K2026-10-22
Arvest Investments, Inc.
INCREASED2,6962,687+9+0%$594.0K$417.8K-$176.2K2026-10-21
Tritonpoint Wealth, LLC
NEW2,687—+2,687——$416.4K—2026-10-19
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED2,6812,68100%$557.1K$428.7K-$128.4K2026-10-21
First Horizon Corp
DECREASED2,6764,108-1,432-35%$908.2K$414.7K-$493.5K2026-10-26
Cove Private Wealth, LLC
INCREASED2,6472,459+188+8%$543.6K$410.2K-$133.4K2026-10-28
Patrick M Sweeney & Associates, Inc
INCREASED2,6452,640+5+0%$583.7K$409.9K-$173.8K2026-10-22
PCG Asset Management, LLC
INCREASED2,6401,547+1,093+71%$342.0K$409.1K+$67.1K2026-11-05
Alpha Family Trust
UNCHANGED2,6402,64000%$583.7K$583.7K$02026-11-04
Platform Technology Partners
INCREASED2,6372,496+141+6%$551.8K$408.7K-$143.2K2026-11-02
Marathon Capital Management
DECREASED2,6312,644-130%$584.5K$407.7K-$176.8K2026-10-23
Integrity Alliance, Llc.
INCREASED2,6232,097+526+25%$463.6K$406.5K-$57.1K2026-10-29
Lake Street Private Wealth, LLC
NEW2,621—+2,621——$406.2K—2026-10-22
Beaumont Financial Advisors, LLC
DECREASED2,6082,706-98-4%$598.2K$404.2K-$194.1K2026-10-22
Northland Securities, Inc.
INCREASED2,6001,975+625+32%$436.6K$402.9K-$33.7K2026-11-02
Compound Planning, Inc.
DECREASED2,5904,166-1,576-38%$921.0K$401.4K-$519.6K2026-11-05
Chicago Partners Investment Group LLC
DECREASED2,5714,025-1,454-36%$788.4K$419.9K-$368.5K2026-10-27
Westover Capital Advisors, LLC
INCREASED2,5691,076+1,493+139%$237.9K$398.1K+$160.2K2026-10-26
RFG - Bristol Wealth Advisors, LLC
DECREASED2,5614,400-1,839-42%$972.8K$396.9K-$575.9K2026-10-09
Missouri Trust & Investment Co
DECREASED2,5582,807-249-9%$579.1K$395.3K-$183.8K2026-11-04
Asset Dedication, LLC
DECREASED2,5294,153-1,624-39%$918.0K$391.9K-$526.1K2026-11-03
Nilsine Partners, LLC
DECREASED2,5293,074-545-18%$679.6K$391.9K-$287.7K2026-11-02
Focused Wealth Management, Inc
INCREASED2,5242,278+246+11%$503.6K$391.1K-$112.5K2026-10-30
Connecticut Wealth Management, LLC
DECREASED2,5144,307-1,793-42%$952.2K$389.6K-$562.6K2026-10-13
Oliver Luxxe Assets LLC
DECREASED2,5002,525-25-1%$558.2K$387.4K-$170.8K2026-10-14
Helios Capital Management Pte. LTD
UNCHANGED2,5002,50000%$552.7K$387.4K-$165.3K2026-10-14
Excalibur Management Corp
INCREASED2,4992,388+111+5%$527.9K$387.3K-$140.7K2026-11-02
Apella Capital, LLC
DECREASED2,4922,577-85-3%$613.7K$381.5K-$232.2K2026-10-08
CWA Asset Management Group, LLC
DECREASED2,4843,324-840-25%$734.9K$384.9K-$349.9K2026-10-19
Camden National Bank
NEW2,469—+2,469——$382.6K—2026-11-02
CMH Wealth Management LLC
DECREASED2,4572,674-217-8%$591.2K$380.8K-$210.4K2026-10-22
Richards, Merrill & Peterson, Inc.
DECREASED2,4563,032-576-19%$670.3K$380.6K-$289.7K2026-10-19
Hunter Associates Investment Management LLC
UNCHANGED2,4482,44800%$548$381.0K+$380.5K2026-10-26
Eads & Heald Wealth Management
DECREASED2,4232,646-223-8%$585.1K$375.5K-$209.6K2026-10-29
Valley Wealth Managers, Inc.
DECREASED2,40659,559-57,153-96%$13.2M$372.9K-$12.8M2026-10-09
Trust Investment Advisors
INCREASED2,3942,356+38+2%$520.9K$371.0K-$149.9K2026-10-20
Cidel Asset Management Inc
INCREASED2,3892,237+152+7%$494.6K$370.2K-$124.3K2026-10-29
Galvin, Gaustad & Stein, LLC
DECREASED2,3872,452-65-3%$542.1K$369.9K-$172.2K2026-10-08
Legacy Financial Strategies, LLC
DECREASED2,3712,446-75-3%$540.8K$367.4K-$173.3K2026-10-15
180 Wealth Advisors, LLC
NEW2,368—+2,368——$367.0K—2026-11-03
Cypress Capital Group
NEW2,358—+2,358——$365.4K—2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED2,3512,35100%$519.8K$519.8K$02026-10-15
SS&H Financial Advisors, Inc.
UNCHANGED2,3492,34900%$519$364.0K+$363.5K2026-10-28
Financial Management Network Inc
DECREASED2,3442,345-10%$496.3K$362.5K-$133.8K2026-10-09
Guerra PAN Advisors, LLC
DECREASED2,3432,645-302-11%$584.8K$380.7K-$204.0K2026-10-26
Outfitters Financial LLC
INCREASED2,3351,877+458+24%$415.0K$361.9K-$53.1K2026-10-23
Beacon Bank & Trust
DECREASED2,3253,419-1,094-32%$756.0K$360.3K-$395.7K2026-10-27
Lantz Financial LLC
NEW2,309—+2,309——$357.8K—2026-10-15
Corundum Group, Inc.
INCREASED2,3092,247+62+3%$496.8K$357.8K-$138.9K2026-10-28
Elmwood Wealth Management, Inc.
DECREASED2,3082,369-61-3%$523.7K$357.7K-$166.1K2026-10-14
Strategic Advisors LLC
DECREASED2,3012,721-420-15%$601.6K$356.6K-$245.0K2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED2,3012,264+37+2%$500.4K$356.6K-$143.8K2026-10-13
Cassaday & Co Wealth Management LLC
DECREASED2,2992,464-165-7%$544.1K$356.3K-$187.8K2026-10-27
NBH Bank
DECREASED2,2992,386-87-4%$525.5K$356.3K-$169.2K2026-11-05
Appleton Partners Inc
DECREASED2,2947,453-5,159-69%$1.6K$356.0K+$354.4K2026-10-30
StoneX Group Inc.
DECREASED2,2868,522-6,236-73%$1.9M$359.4K-$1.5M2026-11-03
Valley Brook Capital Group, Inc.
UNCHANGED2,2832,28300%$504.7K$353.8K-$150.9K2026-10-26
Retirement Planning Co of New England, Inc.
DECREASED2,2792,299-20-1%$508.3K$353.2K-$155.1K2026-10-15
KRS Capital Management, LLC
DECREASED2,2602,773-513-18%$613.1K$350.2K-$262.8K2026-10-16
Tradewinds Capital Management, LLC
DECREASED2,2523,440-1,188-35%$760.5K$349.0K-$411.5K2026-10-23
Kathmere Capital Management, LLC
DECREASED2,2513,497-1,246-36%$773.1K$348.8K-$424.3K2026-10-20
Brown Miller Wealth Management, LLC
INCREASED2,2491,583+666+42%$350.0K$348.5K-$1.4K2026-11-02
Keudell ison Wealth Management
INCREASED2,2471,444+803+56%$319.2K$348.2K+$29.0K2026-10-16
SeaCrest Wealth Management, LLC
DECREASED2,2322,596-364-14%$573.9K$345.9K-$228.0K2026-10-21
Beacon Financial Group
INCREASED2,2261,856+370+20%$410.3K$345.0K-$65.4K2026-10-19
Builder Investment Group Inc
UNCHANGED2,2232,22300%$491.5K$344.5K-$147.0K2026-10-22
Great Diamond Partners, LLC
DECREASED2,2202,298-78-3%$508.0K$344.0K-$164.0K2026-10-13
Outlook Wealth Advisors, LLC
UNCHANGED2,2082,20800%$489.5K$342.2K-$147.3K2026-10-28
First City Capital Management, Inc.
DECREASED2,2022,209-70%$488.4K$341.2K-$147.1K2026-10-27
Renasant Bank
NEW2,201—+2,201——$341.0K—2026-11-05
First National Bank of Mount Dora, Trust Investment Services
DECREASED2,1969,196-7,000-76%$2.0M$340.3K-$1.7M2026-10-21
Lighthouse Financial Services Inc
UNCHANGED2,1832,18300%$496.2K$338.3K-$157.9K2026-11-02
Ritholtz Wealth Management
DECREASED2,17812,313-10,135-82%$2.7M$337.5K-$2.4M2026-11-05
XML Financial, LLC
DECREASED2,1743,127-953-30%$691.3K$336.9K-$354.4K2026-10-29
Aprio Wealth Management, LLC
DECREASED2,1682,467-299-12%$545.4K$336.0K-$209.4K2026-10-28
Albert D Mason Inc
INCREASED2,1652,116+49+2%$467.7K$335.5K-$132.2K2026-10-27
Cohen Capital Management, Inc.
UNCHANGED2,1602,16000%$477.5K$334.7K-$142.8K2026-10-14
Legacy Capital Wealth Partners, LLC
NEW2,159—+2,159——$334.6K—2026-10-21
Allen Mooney & Barnes Investment Advisors LLC
DECREASED2,15228,068-25,916-92%$6.2M$333.5K-$5.9M2026-10-08
Navigate Wealth Management, LLC
DECREASED2,1412,179-38-2%$461.1K$338.2K-$123.0K2026-10-14
Provident Investment Management, Inc.
INCREASED2,1252,067+58+3%$457.0K$329.3K-$127.7K2026-10-23
Altus Wealth Group LLC
DECREASED2,1192,226-107-5%$492.1K$328.4K-$163.7K2026-10-20
Solstein Capital, LLC
UNCHANGED2,1142,11400%$467.4K$327.6K-$139.8K2026-11-02
GHP Investment Advisors, Inc.
UNCHANGED2,1132,11300%$467.1K$327.5K-$139.7K2026-10-15
Burney Co/
INCREASED2,0861,716+370+22%$379.4K$323.3K-$56.1K2026-10-15
Obermeyer Wealth Partners
INCREASED2,0781,921+157+8%$424.7K$322.0K-$102.7K2026-10-21
Essential Investment Partners LLC
INCREASED2,0751,801+274+15%$398.2K$321.6K-$76.6K2026-10-27
Harbour Trust & Investment Management Co
DECREASED2,0752,076-10%$459.0K$321.6K-$137.4K2026-10-28
Jm2 Capital Inc.
DECREASED2,0742,082-80%$460.3K$321.4K-$138.9K2026-10-14
Journey Advisory Group, LLC
INCREASED2,0672,052+15+1%$453.7K$320.3K-$133.3K2026-11-04
Phoenix Wealth Advisors
DECREASED2,0612,070-90%$457.6K$319.4K-$138.2K2026-11-03
Steinberg Asset Management LLC
UNCHANGED2,0422,04200%$451.4K$316.4K-$135.0K2026-10-29
FNY Investment Advisers, LLC
INCREASED2,0401,565+475+30%$345$316-$292026-10-16
DecisionMap Wealth Management, LLC
DECREASED2,0402,371-331-14%$524.2K$316.1K-$208.0K2026-10-29
Sapient Capital LLC
DECREASED2,0222,024-20%$447.5K$313.3K-$134.1K2026-10-08
Arista Wealth Management, LLC
DECREASED2,0212,767-746-27%$611.7K$313.2K-$298.5K2026-10-29
Parcion Private Wealth LLC
NEW2,020—+2,020——$313.0K—2026-10-28
City State Bank
DECREASED2,0162,037-21-1%$450.3K$312.4K-$137.9K2026-10-20
Argentarii, LLC
DECREASED2,0132,054-41-2%$340.8K$311.9K-$28.9K2026-10-28
Tred Avon Family Wealth, LLC
DECREASED2,0103,185-1,175-37%$702.1K$311.5K-$390.6K2026-10-20
Supplemental Annuity Collective Trust of NJ
DECREASED2,0052,032-27-1%$449.2K$310.7K-$138.5K2026-11-02
Lewis Asset Management, LLC
DECREASED1,9962,369-373-16%$523.7K$309.3K-$214.4K2026-10-14
Cornell Pochily Investment Advisors, Inc.
DECREASED1,9922,012-20-1%$444.8K$308.7K-$136.1K2026-10-19
Baldwin Wealth Partners LLC
DECREASED1,9892,311-322-14%$510.9K$308.2K-$202.7K2026-10-13
Paragon Capital Management Ltd
UNCHANGED1,9881,98800%$439.5K$308.1K-$131.4K2026-10-09
Prudent Man Advisors, LLC
NEW1,981—+1,981——$307.0K—2026-11-03
YHB Investment Advisors, Inc.
NEW1,979—+1,979——$306.7K—2026-10-08
Independent Wealth Network Inc.
DECREASED1,9782,150-172-8%$475.3K$306.5K-$168.8K2026-10-19
Kwmg, LLC
DECREASED1,9761,977-10%$437.1K$306.2K-$130.9K2026-10-07
Asset Planning,Inc
UNCHANGED1,9741,97400%$436.4K$305.9K-$130.5K2026-10-26
Carlson Financial, Inc.
NEW1,972—+1,972——$305.6K—2026-11-05
Strategy Asset Managers LLC
DECREASED1,96515,936-13,971-88%$3.5M$304.5K-$3.2M2026-10-14
Allen Investment Management, LLC
DECREASED1,9642,138-174-8%$472.7K$304.4K-$168.3K2026-11-03
Chatham Capital Group, Inc.
NEW1,963—+1,963——$304.2K—2026-10-16
Fagan Associates, Inc.
DECREASED1,9591,979-20-1%$437.5K$303.6K-$133.9K2026-10-13
Thoma Capital Management LLC
NEW1,955—+1,955——$303.0K—2026-10-19
Altura Wealth Advisors Inc.
DECREASED1,9553,293-1,338-41%$728.0K$303.0K-$425.1K2026-10-22
Koshinski Asset Management, Inc.
DECREASED1,9472,234-287-13%$493.9K$301.7K-$192.2K2026-10-29
Kingdom Financial Group Llc.
INCREASED1,9421,330+612+46%$294.0K$301.0K+$6.9K2026-11-04
Peoples Bank
NEW1,936—+1,936——$300.0K—2026-10-09
Pinnacle Wealth Management Advisory Group, LLC
DECREASED1,9362,113-177-8%$467.1K$300.0K-$167.1K2026-10-23
Turtle Creek Wealth Advisors, LLC
NEW1,934—+1,934——$299.7K—2026-10-15
Plimoth Trust Co LLC
NEW1,931—+1,931——$299.2K—2026-10-26
Breakwater Capital Group
NEW1,924—+1,924——$298.2K—2026-10-09
Leslie Global Wealth, LLC
DECREASED1,9081,920-12-1%$424.5K$295.7K-$128.8K2026-10-26
Independent Solutions Wealth Management, LLC
DECREASED1,9024,638-2,736-59%$1.0M$294.8K-$730.6K2026-10-28
apricus wealth, LLC
DECREASED1,8901,933-43-2%$427.3K$292.9K-$134.5K2026-10-26
Aspiriant, LLC
INCREASED1,8801,723+157+9%$380.9K$291.3K-$89.6K2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED1,8751,928-53-3%$426.2K$290.6K-$135.7K2026-10-13
Ironwood Financial, llc
UNCHANGED1,8751,87500%$399.5K$290.6K-$108.9K2026-10-20
SAX Wealth Advisors, LLC
NEW1,871—+1,871——$289.9K—2026-10-13
Aspetuck Financial Management LLC
INCREASED1,8601,452+408+28%$321.0K$288.2K-$32.8K2026-11-04
Armstrong Advisory Group, Inc
DECREASED1,8571,970-113-6%$435.5K$287.8K-$147.7K2026-10-09
Parkside Financial Bank & Trust
DECREASED1,8532,028-175-9%$448.4K$287.2K-$161.2K2026-10-27
Symphony Financial, Ltd. Co.
DECREASED1,8501,947-97-5%$428.9K$288.5K-$140.3K2026-10-22
Versant Capital Management, Inc
NEW1,846—+1,846——$286.1K—2026-10-02
Radnor Capital Management, LLC
DECREASED1,8441,845-10%$407.8K$285.8K-$122.0K2026-10-23
CoreCap Advisors, LLC
NEW1,838—+1,838——$284.8K—2026-10-08
Calamos Wealth Management LLC
DECREASED1,8341,906-72-4%$421.4K$284.2K-$137.2K2026-11-02
City Holding Co
NEW1,832—+1,832——$283.9K—2026-10-19
Investment Partners, Ltd.
INCREASED1,8311,142+689+60%$252.5K$283.8K+$31.3K2026-10-29
Armstrong, Fleming & Moore, Inc
DECREASED1,8292,139-310-14%$472.9K$283.4K-$189.5K2026-10-28
Quadrant Private Wealth Management, LLC
DECREASED1,8281,855-27-1%$410.1K$283.3K-$126.8K2026-11-04
Davis Investment Partners, LLC
UNCHANGED1,8231,82300%$403.0K$282.5K-$120.5K2026-11-05
Relyea Zuckerberg Hanson LLC
DECREASED1,8191,868-49-3%$413.0K$281.9K-$131.1K2026-10-20
Charles Schwab Trust Co
NEW1,817—+1,817——$281.6K—2026-10-15
True North Advisors, LLC
DECREASED1,8122,037-225-11%$450.2K$280.8K-$169.4K2026-10-22
Chapman Financial Group, LLC
NEW1,800—+1,800——$278.9K—2026-10-26
Miramontes Capital, LLC
DECREASED1,7962,175-379-17%$480.8K$278.3K-$202.5K2026-10-19
Pictet North America Advisors SA
UNCHANGED1,7871,78700%$395.1K$276.9K-$118.1K2026-10-21
Premier Path Wealth Partners, LLC
DECREASED1,7822,951-1,169-40%$652.4K$276.2K-$376.3K2026-10-16
Pegasus Asset Management, Inc.
INCREASED1,7761,756+20+1%$388.2K$275.2K-$113.0K2026-11-03
Union Savings Bank
NEW1,772—+1,772——$274.6K—2026-10-14
Granite Investment Partners, LLC
DECREASED1,7681,771-30%$391.4K$274.0K-$117.4K2026-11-04
Duncker Streett & Co Inc
DECREASED1,7611,911-150-8%$422.5K$272.9K-$149.6K2026-10-27
Magnolia Capital Management LTD
UNCHANGED1,7501,75000%$387$271-$1162026-10-09
Gradient Investments LLC
INCREASED1,7481,658+90+5%$366.6K$270.9K-$95.7K2026-10-08
Equity Wealth Partners, LLC
DECREASED1,7481,784-36-2%$394.4K$270.9K-$123.5K2026-10-26
Dudley Capital Management, LLC
UNCHANGED1,7441,74400%$385.6K$270.3K-$115.3K2026-10-23
Leonteq Securities AG
DECREASED1,7392,507-768-31%$554.2K$269.5K-$284.8K2026-10-29
Aaron Wealth Advisors LLC
DECREASED1,7303,201-1,471-46%$707.7K$268.1K-$439.6K2026-10-13
TigerOak Management, L.L.C.
INCREASED1,7291,625+104+6%$359.3K$267.9K-$91.4K2026-10-23
CRA Financial Services, LLC
DECREASED1,7161,888-172-9%$417.4K$265.9K-$151.5K2026-10-16
Covenant Asset Management, LLC
DECREASED1,7161,801-85-5%$398.2K$265.9K-$132.2K2026-10-14
Tower Trust & Investment Co
NEW1,704—+1,704——$264.1K—2026-10-28
1620 Investment Advisors, Inc.
INCREASED1,702102+1,600+1569%$22.6K$263.8K+$241.2K2026-11-04
Pines Wealth Management, LLC
INCREASED1,7011,522+179+12%$336.5K$263.6K-$72.9K2026-10-21
Moody Lynn Lieberson & Walker, LLC
UNCHANGED1,6951,69500%$374.7K$262.7K-$112.1K2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED1,6861,621+65+4%$358$53.2K+$52.9K2026-11-04
Merrion Investment Management Co, LLC
NEW1,680—+1,680——$260.4K—2026-10-16
Copeland Capital Management, LLC
NEW1,674—+1,674——$259.4K—2026-10-13
Diversified Enterprises, LLC
INCREASED1,6721,661+11+1%$367.2K$259.1K-$108.1K2026-10-19
Fell Capital Management
DECREASED1,6671,816-149-8%$401.5K$258.3K-$143.1K2026-10-09
Beverly Hills Private Wealth, LLC
INCREASED1,6641,272+392+31%$281.1K$257.9K-$23.2K2026-11-04
Uncommon Cents Investing Inc
DECREASED1,6601,876-216-12%$414.7K$257.3K-$157.5K2026-10-20
Avantax Planning Partners, Inc.
INCREASED1,6601,641+19+1%$362.8K$257.3K-$105.5K2026-11-03
Willow Creek Wealth Management Inc.
INCREASED1,6601,659+1+0%$366.8K$257.3K-$109.5K2026-10-26
Provident Wealth Management, LLC
NEW1,657—+1,657——$256.8K—2026-10-20
Everhart Financial Group, Inc.
NEW1,653—+1,653——$256.2K—2026-10-08
Aviso Wealth Management
DECREASED1,6532,181-528-24%$482.2K$256.2K-$226.0K2026-11-04
Madson Wealth Advisors Inc
INCREASED1,6531,554+99+6%$343.6K$256.2K-$87.4K2026-10-13
L. Roy Papp & Associates, LLP
UNCHANGED1,6481,64800%$364.3K$255.4K-$108.9K2026-10-21
Tranquility Partners, LLC
DECREASED1,6351,689-54-3%$373.4K$253.4K-$120.0K2026-10-20
Kuhn & Co Investment Counsel
INCREASED1,6341,421+213+15%$314.2K$253.2K-$60.9K2026-10-29
Wilkins Investment Counsel Inc
DECREASED1,6331,635-20%$361.4K$253.1K-$108.3K2026-11-03
Exchange Bank
DECREASED1,6301,881-251-13%$414.5K$252.6K-$161.9K2026-10-07
Traphagen Investment Advisors LLC
DECREASED1,6301,639-9-1%$362.4K$252.6K-$109.7K2026-10-14
Compass Ion Advisors, LLC
DECREASED1,6271,686-59-3%$372.7K$252.1K-$120.6K2026-10-23
ARQ Wealth Advisors, LLC
UNCHANGED1,6231,62300%$337.2K$251.5K-$85.7K2026-10-29
Firethorn Wealth Partners, LLC
DECREASED1,6221,691-69-4%$373.9K$251.4K-$122.5K2026-10-14
Accel Wealth Management
DECREASED1,6201,677-57-3%$370.8K$251.1K-$119.7K2026-10-13
Campbell Newman Asset Management Inc
UNCHANGED1,6181,61800%$357.7K$250.7K-$107.0K2026-10-22
Primoris Wealth Advisors, LLC
UNCHANGED1,6171,61700%$357.5K$250.6K-$106.9K2026-10-28
Barlow Wealth Partners, LLC
UNCHANGED1,6161,61600%$362.6K$254.3K-$108.2K2026-10-15
Triangle Securities Wealth Management
DECREASED1,6111,707-96-6%$377.4K$249.7K-$127.7K2026-10-14
TCV Trust & Wealth Management, Inc.
NEW1,610—+1,610——$249.5K—2026-10-16
Mill Capital Management, LLC
DECREASED1,6101,894-284-15%$418.7K$249.5K-$169.2K2026-10-26
Smith Salley Wealth Management
DECREASED1,6096,836-5,227-76%$1.5M$249.3K-$1.3M2026-11-03
Grandview Asset Management LLC
DECREASED1,6061,745-139-8%$385.8K$248.9K-$136.9K2026-10-19
Cross Staff Investments Inc
UNCHANGED1,6001,60000%$353.7K$248.0K-$105.8K2026-10-22
Peoples Financial Services Corp.
NEW1,594—+1,594——$247.0K—2026-10-20
Lakeshore Capital Group, Inc.
NEW1,578—+1,578——$244.5K—2026-10-20
Madden Securities Corp
DECREASED1,5714,447-2,876-65%$983.1K$243.5K-$739.7K2026-10-27
Harel Insurance Investments & Financial Services Ltd.
DECREASED1,564480,421-478,857-100%$106.2K$242.0K+$135.8K2026-11-02
Sagespring Wealth Partners, LLC
DECREASED1,5623,104-1,542-50%$686.2K$242.0K-$444.2K2026-10-22
Global Wealth Strategies & Associates
NEW1,558—+1,558——$241.4K—2026-10-02
OpenArc Corporate Advisory, LLC
INCREASED1,5521,391+161+12%$307.5K$240.5K-$67.0K2026-10-21
Bank of Stockton
DECREASED1,5501,666-116-7%$365.7K$240.2K-$125.5K2026-10-20
Beese Fulmer Investment Management, Inc.
NEW1,545—+1,545——$239.5K—2026-10-23
Arthur M. Cohen & Associates, LLC
NEW1,540—+1,540——$238.7K—2026-10-26
Blvd Private Wealth, LLC
UNCHANGED1,5381,53800%$340.0K$238.3K-$101.7K2026-10-14
Kaizen Financial Strategies
NEW1,536—+1,536——$238.0K—2026-10-09
Gerald Baker Financial Group LLC
UNCHANGED1,5351,53500%$339.4K$237.9K-$101.5K2026-10-09
CLG LLC
NEW1,534—+1,534——$237.7K—2026-10-13
Sacks & Associates, LLC
DECREASED1,5341,991-457-23%$411.6K$237.7K-$173.9K2026-10-09
EverSource Wealth Advisors, LLC
DECREASED1,5321,724-192-11%$381.1K$237.4K-$143.7K2026-11-04
Aries Wealth Management
DECREASED1,5311,533-20%$338.9K$237.3K-$101.7K2026-10-23
Accredited Investors Inc.
DECREASED1,5291,549-20-1%$342.4K$236.9K-$105.4K2026-11-03
TritonPoint Partners, LLC
DECREASED1,5283,529-2,001-57%$780.2K$236.8K-$543.4K2026-11-05
Mechanics Financial Corp
DECREASED1,5241,525-10%$336.9K$236.1K-$100.8K2026-11-05
Rossby Financial, LCC
INCREASED1,513929+584+63%$205.4K$234.5K+$29.1K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED1,5114,948-3,437-69%$1.1M$234.2K-$859.7K2026-10-27
Lawood & Co
NEW1,509—+1,509——$233.8K—2026-10-09
Three Bridge Wealth Advisors, LLC
NEW1,509—+1,509——$233.9K—2026-11-05
1900 Wealth Management LLC
DECREASED1,5091,616-107-7%$357.3K$233.9K-$123.4K2026-10-13
Fiduciary Alliance LLC
NEW1,508—+1,508——$233.7K—2026-10-13
Levin Capital Strategies, L.P.
DECREASED1,50068,980-67,480-98%$15.3M$232.6K-$15.0M2026-11-02
Univest Financial Corp
DECREASED1,4941,600-106-7%$353.7K$231.5K-$122.2K2026-11-05
Weaver Capital Management LLC
NEW1,492—+1,492——$231.2K—2026-10-15
Accurate Wealth Management, LLC
DECREASED1,4861,699-213-13%$375.1K$235.0K-$140.0K2026-10-20
Cornerstone Wealth Group, LLC
DECREASED1,48525,249-23,764-94%$5.6M$230.1K-$5.4M2026-11-02
Revolve Wealth Partners, LLC
DECREASED1,4781,949-471-24%$430.9K$229.0K-$201.8K2026-10-23
Orser Capital Management, LLC
DECREASED1,4701,991-521-26%$440.2K$227.8K-$212.4K2026-10-13
Heritage Wealth Management, Inc.
DECREASED1,4642,199-735-33%$486.2K$226.9K-$259.3K2026-10-28
General Partner, Inc.
INCREASED1,461100+1,361+1361%$22.1K$226.4K+$204.3K2026-10-05
Stockman Wealth Management, Inc.
DECREASED1,45329,902-28,449-95%$6.6M$225.2K-$6.4M2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED1,4501,419+31+2%$313.8K$224.7K-$89.1K2026-10-14
Montgomery Investment Management Inc
UNCHANGED1,4501,45000%$320.6K$224.7K-$95.9K2026-10-26
Financial Perspectives, Inc
DECREASED1,4421,475-33-2%$326.1K$223.5K-$102.6K2026-11-03
Sterling Capital Management LLC
DECREASED1,44159,635-58,194-98%$13.2M$223.3K-$13.0M2026-10-22
Texas Bank & Trust Co
NEW1,438—+1,438——$222.8K—2026-11-04
Avantra Family Wealth, Inc.
DECREASED1,4321,494-62-4%$330.3K$221.9K-$108.4K2026-10-20
Birch Financial Group, LLC
DECREASED1,4291,433-40%$316.7K$221.5K-$95.2K2026-10-27
Conning Inc.
DECREASED1,42282,374-80,952-98%$18.2M$220.4K-$18.0M2026-10-27
PW Nova Financial Services LLC
DECREASED1,4191,656-237-14%$366.1K$219.9K-$146.2K2026-10-15
DMC Group, LLC
DECREASED1,4191,463-44-3%$323.0K$219.9K-$103.1K2026-10-26
Moss Adams Wealth Advisors LLC
DECREASED1,4002,187-787-36%$483.5K$217.0K-$266.5K2026-10-28
FSM Wealth Advisors, LLC
NEW1,396—+1,396——$215.0K—2026-10-27
Summit Wealth Group LLC / Co
INCREASED1,3871,318+69+5%$291.4K$214.9K-$76.4K2026-10-29
SteelPeak Wealth, LLC
DECREASED1,37760,002-58,625-98%$13.3M$213.4K-$13.1M2026-10-16
Abacus Planning Group, Inc.
NEW1,374—+1,374——$212.9K—2026-11-02
Legacy Private Trust Co.
DECREASED1,3731,374-10%$303.9K$212.8K-$91.1K2026-10-06
Klingman & Associates, LLC
DECREASED1,3721,468-96-7%$324.4K$212.6K-$111.8K2026-10-20
Balefire, LLC
NEW1,371—+1,371——$212.5K—2026-10-09
Nations Financial Group Inc,
DECREASED1,3691,571-202-13%$347.5K$212.3K-$135.2K2026-11-05
KFA Private Wealth Group, LLC
DECREASED1,3671,420-53-4%$313.9K$211.8K-$102.1K2026-10-07
Mountain Pacific Investment Advisers LLC
INCREASED1,3661,306+60+5%$288.7K$211.7K-$77.0K2026-10-29
Jackson Square Capital, LLC
UNCHANGED1,3641,36400%$301.6K$211.4K-$90.2K2026-10-19
Parr Mcknight Wealth Management Group, LLC
DECREASED1,3631,396-33-2%$308.6K$211.2K-$97.4K2026-10-30
Norden Group LLC
DECREASED1,3563,396-2,040-60%$750.7K$210.1K-$540.5K2026-10-20
Sunpointe, LLC
INCREASED1,3501,319+31+2%$291.6K$209.2K-$82.4K2026-10-22
Affiance Financial, LLC
NEW1,348—+1,348——$208.9K—2026-10-15
Dorval Corp
UNCHANGED1,3481,34800%$298.0K$208.9K-$89.1K2026-10-29
Veratis Advisors, Inc.
NEW1,347—+1,347——$208.7K—2026-11-03
Legacy Wealth Asset Management, LLC
DECREASED1,3431,552-209-13%$343.1K$208.1K-$135.0K2026-10-09
Avior Wealth Management, LLC
NEW1,342—+1,342——$208.0K—2026-10-13
Biltmore Family Office, LLC
DECREASED1,3313,426-2,095-61%$757.4K$206.3K-$551.2K2026-11-03
Ellis Investment Partners, LLC
INCREASED1,3261,325+1+0%$292.9K$205.5K-$87.4K2026-10-21
Windsor Capital Management, LLC
NEW1,315—+1,315——$203.8K—2026-10-13
Soltis Investment Advisors LLC
DECREASED1,3121,839-527-29%$406.6K$203.3K-$203.3K2026-10-28
Bell Bank
NEW1,311—+1,311——$203.2K—2026-10-21
Jnba Financial Advisors
DECREASED1,3081,329-21-2%$293.8K$202.7K-$91.1K2026-11-03
Scissortail Wealth Management, LLC
NEW1,305—+1,305——$202.2K—2026-11-03
Ballast, Inc.
DECREASED1,3054,738-3,433-72%$1.0M$202.2K-$845.2K2026-10-20
Miller Wealth Advisors, LLC
UNCHANGED1,3001,30000%$287.4K$201.5K-$85.9K2026-11-02
Greenup Street Wealth Management LLC
DECREASED1,2991,360-61-4%$300.6K$201.3K-$99.4K2026-10-28
Howland Capital Management LLC
DECREASED1,2951,633-338-21%$360.9K$200.7K-$160.2K2026-10-22
Simon Quick Advisors, LLC
INCREASED1,2941,142+152+13%$252.5K$200.5K-$51.9K2026-10-26
Stonebridge Financial Group, LLC
INCREASED1,2921,283+9+1%$283.6K$200.2K-$83.4K2026-10-01
Baker Boyer National Bank
DECREASED1,2911,293-20%$285.7K$200.1K-$85.7K2026-11-05
Roman Butler Fullerton & Co
DECREASED1,2741,291-17-1%$275.0K$207.0K-$68.0K2026-10-27
Capital Advisors, Ltd. LLC
INCREASED1,2331,207+26+2%$267$191.0K+$190.7K2026-10-27
Manchester Capital Management LLC
DECREASED1,2141,265-51-4%$279.7K$188.1K-$91.5K2026-10-22
Adirondack Trust Co
NEW1,182—+1,182——$183.1K—2026-10-14
Gen-Wealth Partners Inc
DECREASED1,1635,233-4,070-78%$1.2M$180.2K-$976.7K2026-11-04
DiNuzzo Private Wealth, Inc.
INCREASED1,1241,086+38+4%$240.1K$174.2K-$65.9K2026-10-16
First Bancorp, Inc
DECREASED1,1131,249-136-11%$276.1K$172.5K-$103.6K2026-10-26
StrongBox Wealth, LLC
DECREASED1,1121,291-179-14%$285.4K$172.3K-$113.1K2026-11-02
United Community Bank
INCREASED1,089663+426+64%$146.5K$168.8K+$22.3K2026-10-28
Hoey Investments, Inc
DECREASED1,0811,106-25-2%$244.5K$167.5K-$77.0K2026-10-29
Global Trust Asset Management, LLC
NEW1,067—+1,067——$165.4K—2026-10-19
Security National Bank
NEW1,045—+1,045——$161.9K—2026-10-26
Pavaki Capital Management LLC
NEW1,000—+1,000——$155.0K—2026-10-26
Barrett & Company, Inc.
DECREASED9781,069-91-9%$236.3K$151.6K-$84.8K2026-10-22
Activest Wealth Management
INCREASED9659+956+10622%$2.0K$149.5K+$147.6K2026-10-15
Bangor Savings Bank
NEW945—+945——$146.4K—2026-10-06
Highline Wealth Partners LLC
INCREASED934776+158+20%$171.6K$144.7K-$26.8K2026-10-19
Southern Michigan Bank & Trust
DECREASED926943-17-2%$208.4K$143.5K-$64.9K2026-10-19
Bullock Wealth Management Group
INCREASED918900+18+2%$204.6K$141.4K-$63.1K2026-10-09
Kelleher Financial Advisors
DECREASED9101,693-783-46%$374.3K$141.0K-$233.3K2026-10-30
Ascentis Wealth Management, LLC
DECREASED8994,302-3,403-79%$951.0K$139.3K-$811.7K2026-11-03
Pacific Center for Financial Services
UNCHANGED89289200%$197.2K$138.2K-$59.0K2026-10-15
Acropolis Investment Management, LLC
INCREASED838762+76+10%$168.5K$129.9K-$38.6K2026-10-08
Cape Investment Advisory, Inc.
INCREASED837353+484+137%$78.0K$129.7K+$51.7K2026-10-13
Bank of New Hampshire
DECREASED821893-72-8%$197.3K$127.2K-$70.1K2026-10-06
Compass Financial Management LLC
DECREASED811987-176-18%$215.9K$125.7K-$90.2K2026-10-30
Acima Private Wealth, LLC
NEW804—+804——$124.6K—2026-10-05
Evermay Wealth Management LLC
DECREASED8011,111-310-28%$245.6K$124.1K-$121.5K2026-11-05
Golden State Wealth Management, LLC
DECREASED7991,110-311-28%$245.4K$123.8K-$121.6K2026-11-02
Nemes Rush Group LLC
DECREASED787794-7-1%$175.6K$122.0K-$53.6K2026-11-04
Godsey & Gibb, Inc
INCREASED783732+51+7%$161.8K$121.3K-$40.5K2026-10-14
Birchbrook, Inc.
DECREASED7792,137-1,358-64%$472.4K$120.7K-$351.7K2026-10-14
Sava Infond d.o.o.
UNCHANGED76576500%$169.1K$118.6K-$50.6K2026-10-28
Trust Co
DECREASED706746-40-5%$164.9K$109.4K-$55.5K2026-10-09
St. Johns Investment Management Company, LLC
UNCHANGED69669600%$153.9K$107.9K-$46.0K2026-10-30
Adkins Seale Capital Management LLC
UNCHANGED69369300%$153.2K$107.4K-$45.8K2026-10-27
Lynch Investment Planning, LLC
NEW666—+666——$103.2K—2026-10-27
GGM Financial LLC
DECREASED635758-123-16%$167.6K$98.4K-$69.2K2026-11-05
Quaker Wealth Management, LLC
DECREASED631718-87-12%$158.7K$97.8K-$60.9K2026-10-22
Key FInancial Inc
DECREASED631636-5-1%$140.6K$97.8K-$42.8K2026-11-02
Atwood & Palmer Inc
UNCHANGED62862800%$138.8K$97.3K-$41.5K2026-10-08
Root Financial Partners, LLC
NEW624—+624——$96.7K—2026-10-21
Financial Consulate, Inc
DECREASED617812-195-24%$179.5K$95.6K-$83.9K2026-10-23
Rosenberg Matthew Hamilton
DECREASED599755-156-21%$166.9K$92.8K-$74.1K2026-10-05
North Point Portfolio Managers Corp
NEW598—+598——$92.7K—2026-10-07
Roxbury Financial LLC
NEW589—+589——$91.3K—2026-10-01
Thompson Investment Management, Inc.
UNCHANGED58058000%$128.2K$89.9K-$38.3K2026-10-14
Towne Trust Company, N.a
NEW560—+560——$86.8K—2026-10-28
J.Safra Asset Management Corp
DECREASED549559-10-2%$123.6K$85.1K-$38.5K2026-11-03
William Mack & Associates, Inc.
NEW543—+543——$84.1K—2026-10-27
Deseret Mutual Benefit Administrators
DECREASED541761-220-29%$168.2K$83.8K-$84.4K2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED532795-263-33%$175.8K$82.4K-$93.3K2026-10-27
Fulcrum Asset Management LLP
NEW529—+529——$82.2K—2026-11-04
Hara Capital LLC
UNCHANGED52552500%$116.1K$81.4K-$34.7K2026-10-30
Washington Trust Advisors, Inc.
INCREASED523461+62+13%$101.9K$81.0K-$20.9K2026-10-22
Creative Financial Designs Inc
INCREASED520375+145+39%$82.9K$80.6K-$2.3K2026-11-04
Montgomery Financial Services LLC
NEW513—+513——$79.5K—2026-11-03
TFC Financial Management, Inc.
DECREASED512522-10-2%$115.4K$79.3K-$36.1K2026-10-26
Flagship Wealth Advisors, LLC
INCREASED510480+30+6%$106.1K$79.0K-$27.1K2026-11-03
Piscataqua Savings Bank
DECREASED488501-13-3%$110.8K$75.6K-$35.1K2026-10-21
Dorato Capital Management
INCREASED482442+40+9%$97.6K$73.8K-$23.8K2026-10-08
Wolverine Asset Management LLC
DECREASED463897-434-48%$198.3K$71.8K-$126.6K2026-11-02
Foster Dykema Cabot & Partners, LLC
INCREASED459392+67+17%$86.7K$71.1K-$15.5K2026-10-30
First Command Advisory Services, Inc.
DECREASED454819-365-45%$181.1K$70.4K-$110.7K2026-11-05
Dakota Community Bank & Trust NA
DECREASED440587-147-25%$129.8K$68.2K-$61.6K2026-10-09
Richardson Capital Management LLC
INCREASED427335+92+27%$74.1K$66.2K-$7.9K2026-10-23
Silver Grove Financial Group, Inc.
DECREASED414458-44-10%$101.3K$64.2K-$37.1K2026-11-05
Plante Moran Financial Advisors, LLC
DECREASED410554-144-26%$122.5K$63.5K-$58.9K2026-11-04
Curat Global, LLC
UNCHANGED40040000%$88.4K$62.0K-$26.4K2026-10-26
Summit Securities Group LLC
DECREASED39619,315-18,919-98%$4.3M$61.4K-$4.2M2026-11-05
Lodestone Wealth Management LLC
DECREASED382406-24-6%$89.8K$59.2K-$30.6K2026-10-14
Cromwell Holdings LLC
NEW361—+361——$55.9K—2026-10-28
High Note Wealth, LLC
DECREASED357372-15-4%$82.2K$55.3K-$26.9K2026-10-27
Centerpoint Advisors, LLC
DECREASED352371-19-5%$82$55.0K+$54.9K2026-11-05
Keystone Financial Group, Inc.
UNCHANGED34534500%$76.3K$53.5K-$22.8K2026-10-13
First Financial Corp
NEW338—+338——$52.4K—2026-10-13
Halbert Hargrove Global Advisors, LLC
UNCHANGED32932900%$72.7K$51.0K-$21.8K2026-10-16
Community Financial Services Group, LLC
NEW318—+318——$49.0K—2026-10-15
Center for Financial Planning, Inc.
INCREASED316117+199+170%$25.9K$49.0K+$23.1K2026-10-26
Brown Shipley& Co Ltd
INCREASED307192+115+60%$42.4K$47.6K+$5.1K2026-10-09
Hickory Point Bank & Trust
NEW306—+306——$47.4K—2026-10-01
Princeton Global Asset Management LLC
DECREASED300563-263-47%$124.5K$46.5K-$78.0K2026-10-21
LFA - Lugano Financial Advisors SA
DECREASED300358-58-16%$79.1K$46.5K-$32.7K2026-11-03
Trifecta Capital Advisors, LLC
DECREASED300302-2-1%$66.8K$46.5K-$20.3K2026-10-21
Wolff Wiese Magana LLC
UNCHANGED28628600%$63.2K$44.3K-$18.9K2026-10-15
UMB Private Wealth Management, LLC
NEW282—+282——$43.7K—2026-10-19
First Premier Bank
DECREASED282682-400-59%$151$43-$1082026-10-13
Physician Wealth Advisors, Inc.
INCREASED275273+2+1%$60.4K$42.6K-$17.7K2026-10-20
American Capital Advisory, LLC
DECREASED265272-7-3%$60.1K$41.1K-$19.1K2026-10-28
Dynamic Wealth Strategies, LLC
DECREASED260526-266-51%$116.3K$40.3K-$76.0K2026-10-16
Owl Creek Wealth Partners LLC
DECREASED255356-101-28%$78.7K$39.5K-$39.2K2026-10-20
Aspect Partners, LLC
INCREASED253247+6+2%$54.6K$39.2K-$15.4K2026-10-20
Westside Investment Management, Inc.
UNCHANGED25325300%$55.9K$39.2K-$16.8K2026-11-02
Mosley Wealth Management
DECREASED252373-121-32%$82.5K$41.1K-$41.4K2026-10-16
Banque de Luxembourg S.A.
UNCHANGED25125100%$55.3K$38.9K-$16.4K2026-10-14
Hoese & Co LLP
NEW250—+250——$38.7K—2026-10-21
Atlantic Edge Private Wealth Management, LLC
INCREASED250144+106+74%$31.8K$38.7K+$6.9K2026-10-20
Harbor Asset Planning, Inc.
UNCHANGED24524500%$54.2K$38.0K-$16.2K2026-10-23
Hurley Capital, LLC
UNCHANGED24124100%$53.3K$37.3K-$15.9K2026-11-05
Accordant Advisory Group Inc
UNCHANGED23923900%$52.8K$37.0K-$15.8K2026-10-29
Trellis Wealth Advisors LLC
NEW235—+235——$36.4K—2026-10-19
Wilkerson Advisory Group LLC
DECREASED234288-54-19%$63.7K$36.3K-$27.4K2026-10-20
Main Street Group, LTD
INCREASED232194+38+20%$42.9K$36.0K-$6.9K2026-10-28
Bank & Trust Co
INCREASED222159+63+40%$35.0K$34.3K-$7152026-10-07
Glass Jacobson Investment Advisors llc
DECREASED220221-10%$48.9K$34.1K-$14.8K2026-10-26
Downshift Financial, LLC
DECREASED219360-141-39%$79.6K$34.0K-$45.6K2026-10-13
Private Wealth Management Group, LLC
INCREASED216202+14+7%$44.7K$33.5K-$11.2K2026-10-19
SBI Securities Co., Ltd.
NEW215—+215——$33.3K—2026-10-22
West Paces Advisors Inc.
UNCHANGED21421400%$47.3K$33.2K-$14.1K2026-10-13
First Community Trust NA
NEW213—+213——$33.0K—2026-10-07
Gables Capital Management Inc.
UNCHANGED21121100%$46.6K$32.7K-$13.9K2026-11-04
MB, Levis & Associates, LLC
UNCHANGED20820800%$46.0K$32.2K-$13.8K2026-10-16
MV Capital Management, Inc.
DECREASED197203-6-3%$44.9K$30.5K-$14.4K2026-10-29
Pension & Wealth Management Advisors, Inc.
NEW194—+194——$30.1K—2026-10-16
Holos Integrated Wealth LLC
INCREASED19065+125+192%$15.5K$30.9K+$15.4K2026-10-23
Arlington Trust Co LLC
INCREASED187146+41+28%$32.3K$29.0K-$3.3K2026-10-20
Bradley & Co. Private Wealth Management, LLC
UNCHANGED18318300%$40.5K$28.4K-$12.1K2026-10-23
Buck Wealth Strategies, LLC
INCREASED181178+3+2%$39.4K$28.1K-$11.3K2026-10-28
Kentucky Trust Co
UNCHANGED17817800%$39.4K$27.6K-$11.8K2026-10-15
Nfsg Corp
DECREASED176372-196-53%$82.2K$27.3K-$55.0K2026-10-15
Miller Global Investments, LLC
NEW172—+172——$26.7K—2026-10-02
Bayban
UNCHANGED17217200%$37.9K$37.9K$02026-11-05
Salomon & Ludwin, LLC
DECREASED170251-81-32%$57.1K$26.3K-$30.7K2026-10-29
Triumph Capital Management
DECREASED164196-32-16%$43.3K$25.4K-$17.9K2026-10-14
Latitude Advisors, LLC
NEW160—+160——$24.8K—2026-10-27
Marshall & Sterling Wealth Advisors Inc.
DECREASED156627-471-75%$138.6K$24.2K-$114.4K2026-10-28
Hughes Financial Services, LLC
INCREASED15227+125+463%$6.0K$24.3K+$18.4K2026-10-30
True Wealth Design, LLC
DECREASED152255-103-40%$56.4K$23.6K-$32.8K2026-10-13
Creative Capital Management Investments LLC
DECREASED150165-15-9%$36.5K$23.2K-$13.2K2026-10-28
Cranbrook Wealth Management, LLC
UNCHANGED14514500%$32.1K$22.5K-$9.6K2026-10-28
Maseco LLP
INCREASED140135+5+4%$29.8K$21.7K-$8.1K2026-10-27
Byrne Asset Management LLC
INCREASED138116+22+19%$25.6K$21.3K-$4.4K2026-10-06
Sarver Vrooman Wealth Advisors
UNCHANGED13713700%$32.0K$21.2K-$10.8K2026-10-01
Access Investment Management LLC
UNCHANGED13713700%$30.3K$21.2K-$9.1K2026-10-23
Bell Investment Advisors, Inc
INCREASED135131+4+3%$29.0K$20.9K-$8.0K2026-10-29
Financial Management Professionals, Inc.
DECREASED127161-34-21%$35.6K$19.7K-$15.9K2026-10-23
Ulland Investment Advisors, LLC
UNCHANGED12712700%$28$20-$82026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED12612600%$27.9K$19.5K-$8.3K2026-10-15
Next Level Wealth Planning, LLC
NEW125—+125——$19.4K—2026-10-29
Hager Investment Management Services, LLC
UNCHANGED12512500%$27.6K$19.4K-$8.3K2026-11-04
West Branch Capital LLC
UNCHANGED11711700%$25.9K$18.1K-$7.7K2026-10-20
Ares Financial Consulting, LLC
DECREASED113148-35-24%$32.7K$17.5K-$15.2K2026-10-19
Breakwater Investment Management
UNCHANGED11311300%$25.0K$17.5K-$7.5K2026-10-20
James T. Borello RIA
DECREASED111123-12-10%$27.2K$17.2K-$10.0K2026-10-16
Noble Wealth Management PBC
NEW108—+108——$16.7K—2026-10-01
Sfam, LLC
UNCHANGED10710700%$23.7K$16.6K-$7.1K2026-11-03
Entrust Financial LLC
DECREASED106158-52-33%$34.9K$16.4K-$18.5K2026-11-04
Kozak & Associates, Inc.
NEW105—+105——$18.6K—2026-10-29
Avion Wealth
INCREASED10567+38+57%$14$16+$22026-11-04
New England Capital Financial Advisors LLC
UNCHANGED10510500%$23.2K$16.3K-$6.9K2026-11-03
Align Financial, LLC
INCREASED103101+2+2%$22.3K$16.0K-$6.4K2026-10-16
Midwest Capital Advisors, LLC
UNCHANGED10210200%$22.6K$15.8K-$6.7K2026-11-04
Louisbourg Investments Inc.
NEW101—+101——$15.7K—2026-10-20
Vermillion Wealth Management, Inc.
DECREASED100329-229-70%$72.7K$15.5K-$57.2K2026-10-26
Investment Research & Advisory Group, Inc.
INCREASED10050+50+100%$15.5K$15.5K+$212026-10-19
WPG Advisers, LLC
DECREASED100148-48-32%$32.7K$15.5K-$17.2K2026-10-27
Marquette Asset Management, LLC
DECREASED95115-20-17%$25.4K$14.7K-$10.7K2026-10-09
Ameliora Wealth Management Ltd.
DECREASED9596-1-1%$21.1K$14.7K-$6.4K2026-10-23
Birchwood Financial Partners, Inc.
UNCHANGED959500%$21.0K$14.7K-$6.3K2026-11-02
Quest 10 Wealth Builders, Inc.
UNCHANGED959500%$21.0K$14.7K-$6.3K2026-11-02
University of Texas S AM Investment Management Co
DECREASED94495-401-81%$109.7K$14.6K-$95.1K2026-11-03
Joseph Group Capital Management
INCREASED8967+22+33%$14.8K$13.8K-$1.0K2026-11-04
Key Capital Management, Inc
INCREASED8782+5+6%$18.1K$13.5K-$4.6K2026-11-03
Putney Financial Group LLC
NEW86—+86——$13.3K—2026-10-30
Concord Wealth Partners
DECREASED86714-628-88%$157.9K$13.3K-$144.5K2026-11-02
First Pacific Financial
DECREASED86119-33-28%$26.3K$13.3K-$13.0K2026-10-14
Moisand Fitzgerald Tamayo, LLC
UNCHANGED868600%$19.0K$13.3K-$5.7K2026-10-15
Signature Equity Partners, LLC
DECREASED85118-33-28%$26.1K$13.2K-$12.9K2026-10-29
High Point Wealth Management, LLC
UNCHANGED858500%$18.8K$13.2K-$5.6K2026-11-05
Catalyst Capital Advisors LLC
DECREASED844,868-4,784-98%$1.1M$13.0K-$1.1M2026-11-02
Guardian Partners Inc.
UNCHANGED848400%$18.6K$13.0K-$5.6K2026-10-21
Cdkv Holdings LLC
UNCHANGED838300%$18.4K$12.9K-$5.5K2026-10-28
Intesa Sanpaolo Wealth Management
NEW80—+80——$12.4K—2026-10-28
Markowski Investments
INCREASED7752+25+48%$11.5K$11.9K+$4372026-10-30
Horizon Financial Services, LLC
DECREASED7598-23-23%$21.7K$11.6K-$10.0K2026-11-04
Pathway Financial Advisers, LLC
NEW74—+74——$11.5K—2026-10-27
Tounjian Advisory Partners, LLC
INCREASED7370+3+4%$15.5K$11.3K-$4.2K2026-11-04
Mountain Hill Investment Partners Corp.
UNCHANGED727200%$15.9K$11.2K-$4.8K2026-10-23
Hilton Head Capital Partners, LLC
UNCHANGED727200%$15.9K$11.2K-$4.8K2026-10-23
Mascoma Wealth Management LLC
DECREASED71153-82-54%$33.8K$11.0K-$22.8K2026-10-23
RMG Wealth Management LLC
NEW69—+69——$11.1K—2026-10-26
Heritage Family Offices, LLP
NEW66—+66——$10.2K—2026-11-02
Planning Strategies Inc.
DECREASED65166-101-61%$36.7K$10.1K-$26.6K2026-10-02
Fortitude Family Office, LLC
DECREASED65152-87-57%$33.6K$10.1K-$23.5K2026-10-14
Reap Financial Group, LLC
UNCHANGED636300%$13.9K$9.8K-$4.2K2026-11-02
Covestor Ltd
INCREASED6259+3+5%$13$10-$32026-10-30
SRH Advisors, LLC
UNCHANGED626200%$13.7K$9.6K-$4.1K2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED626200%$13.7K$9.6K-$4.1K2026-10-23
Fairway Wealth LLC
NEW56—+56——$8.7K—2026-10-30
Mainstream Capital Management LLC
NEW55—+55——$8.5K—2026-10-23
Essential Partners LLC
DECREASED55470-415-88%$103.9K$8.5K-$95.4K2026-10-14
Abound Wealth Management
DECREASED5560-5-8%$13.3K$8.5K-$4.7K2026-10-26
Rydar Equities, Inc.
NEW54—+54——$8.3K—2026-10-13
Tsfg, LLC
DECREASED52880-828-94%$195$8.0K+$7.8K2026-10-23
Evolution Wealth Management Inc.
DECREASED50122-72-59%$27.0K$7.7K-$19.2K2026-10-28
John Boyer, Inc.
NEW48—+48——$7.4K—2026-10-27
Y.D. More Investments Ltd
NEW47—+47——$7.3K—2026-11-02
Nvwm, LLC
DECREASED4751-4-8%$11.3K$7.3K-$4.0K2026-10-14
Valued Wealth Advisors LLC
DECREASED45188-143-76%$41.6K$7.0K-$34.6K2026-11-05
Fairscale Capital, LLC
UNCHANGED424200%$9.3K$6.5K-$2.8K2026-11-04
Caitong International Asset Management Co., Ltd
NEW41—+41——$6.4K—2026-10-29
Proathlete Wealth Management LLC
NEW41—+41——$6.4K—2026-10-15
Meriwether Wealth & Planning, LLC
NEW40—+40——$6.2K—2026-10-13
Balance Wealth Partners LLC
NEW38—+38——$5.9K—2026-10-27
Archer Investment Corp
DECREASED382,631-2,593-99%$581.7K$5.9K-$575.8K2026-11-05
Olistico Wealth, LLC
NEW35—+35——$5.4K—2026-10-05
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
UNCHANGED353500%$7.7K$5.4K-$2.3K2026-10-21
CKW Financial Group
NEW30—+30——$5—2026-10-29
O'Domhnaill Enterprises, Inc.
UNCHANGED292900%$6.4K$4.5K-$1.9K2026-10-29
Clark Wealth Partners
INCREASED2815+13+87%$3.3K$4.3K+$1.0K2026-10-19
Burk Holdings LLC
INCREASED2820+8+40%$4.4K$4.3K-$832026-11-05
Fairman Group, LLC
INCREASED275+22+440%$1.1K$4.2K+$3.1K2026-10-26
Gleason Group, Inc.
UNCHANGED272700%$6.0K$4.2K-$1.8K2026-10-15
Investors Research Corp
DECREASED2652-26-50%$11.5K$4.0K-$7.5K2026-10-07
Elevation Wealth Partners, LLC
DECREASED2588-63-72%$19.5K$3.9K-$15.6K2026-10-07
Bay Harbor Wealth Management, LLC
DECREASED2535-10-29%$7.7K$3.9K-$3.9K2026-11-03
DecisionPoint Financial, LLC
UNCHANGED252500%$5.7K$3.9K-$1.8K2026-10-27
Strategic Advocates LLC
DECREASED2428-4-14%$6.2K$3.7K-$2.5K2026-11-03
Virginia Estate & Retirement Planning Advisors Inc.
NEW23—+23——$3.6K—2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
NEW21—+21——$3—2026-10-14
Clean Yield Group
UNCHANGED212100%$4.6K$3.3K-$1.4K2026-10-28
Phillip James Consulting Co.
DECREASED2023-3-13%$5.1K$3.1K-$2.0K2026-11-03
Redwood Park Advisors LLC
UNCHANGED202000%$4.4K$3.1K-$1.3K2026-11-02
Goodman Advisory Group, LLC
NEW15—+15——$2.3K—2026-11-02
Old Second National Bank of Aurora
NEW15—+15——$2.3K—2026-10-22
Syntax Research, Inc.
UNCHANGED141400%$3.1K$2.2K-$9262026-11-04
Catherine Avery Investment Management LLC
UNCHANGED141400%$3.1K$2.2K-$9252026-10-14
Monetary Solutions, Ltd
UNCHANGED131300%$2.9K$2.0K-$8592026-10-22
Davis Capital Management
INCREASED128+4+50%$1.8K$1.9K+$912026-10-08
Cornerstone National Bank & Trust Co
NEW11—+11——$1.7K—2026-10-20
Acumen Wealth Advisors, LLC
INCREASED117+4+57%$1.5K$1.7K+$1572026-11-05
Arcadia Investment Advisors LLC
UNCHANGED101000%$2.2K$1.6K-$6612026-10-13
SJS Investment Consulting Inc.
DECREASED9116-107-92%$25.6K$1.4K-$24.3K2026-10-26
Smallwood Wealth Investment Management, LLC
INCREASED92+7+350%$442$1.4K+$9522026-10-30
Sunrise Financial Services, LLC
UNCHANGED7700%$1.5K$1.1K-$4632026-10-21
Granite FO LLC
UNCHANGED6600%$1.3K$930-$3962026-10-14
Richardson Financial Services Inc.
DECREASED5100-95-95%$21.6K$775-$20.8K2026-10-30
Strengthening Families & Communities, LLC
UNCHANGED5500%$1.1K$775-$3302026-10-21
Torren Management, LLC
NEW4—+4——$620—2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED4314-310-99%$69.4K$618-$68.8K2026-10-14
Advocate Investing Services LLC
UNCHANGED4400%$884$620-$2642026-10-26
Rakuten Securities, Inc.
NEW3—+3——$465—2026-11-02
Signature Resources Capital Management, LLC
UNCHANGED3300%$663$465-$1982026-10-16
Mowery & Schoenfeld Wealth Management, LLC
DECREASED2182-180-99%$40.2K$310-$39.9K2026-10-28
Networth Advisors, LLC
UNCHANGED2200%$442$310-$1322026-11-03
3 Factor Indexing, LLC
NEW1—+1——$155—2026-10-15
Murphy & Mullick Capital Management Corp
NEW1—+1——$155—2026-11-02
Gilpin Wealth Management, LLC
DECREASED152-51-98%$11.5K$155-$11.3K2026-10-09
IMG Wealth Management, Inc.
DECREASED131-30-97%$6.9K$155-$6.7K2026-10-27
NorthAvenue LLC
DECREASED112-11-92%$2.7K$155-$2.5K2026-10-29
Retirement Wealth Solutions LLC
DECREASED16-5-83%$1.3K$155-$1.2K2026-10-07
Maryland Capital Advisors Inc.
UNCHANGED1100%$222$155-$672026-10-15
Locust Wood Capital Advisers, LLC
CLOSED0256,418-256,418-100%$56.7M$0-$56.7M2026-11-03
Antipodes Partners Ltd
CLOSED081,593-81,593-100%$18.0M$0-$18.0M2026-11-05
SEB Asset Management AB
CLOSED079,761-79,761-100%$17.6M$0-$17.6M2026-11-04
Phraction Management LLC
CLOSED030,821-30,821-100%$6.8M$0-$6.8M2026-10-14
ARS Investment Partners, LLC
CLOSED030,305-30,305-100%$6.7M$0-$6.7M2026-11-05
O'Brien Greene & Co. Inc
CLOSED026,135-26,135-100%$5.8M$0-$5.8M2026-11-05
Mirae Asset Securities (USA) Inc.
CLOSED025,097-25,097-100%$5.5M$0-$5.5M2026-10-15
LaFleur & Godfrey LLC
CLOSED024,674-24,674-100%$5.5M$0-$5.5M2026-10-27
Great Lakes Retirement, Inc.
CLOSED023,972-23,972-100%$5.3M$0-$5.3M2026-10-26
Intact Investment Management Inc.
CLOSED022,900-22,900-100%$5.1M$0-$5.1M2026-11-03
Stokes Capital Advisors, LLC
CLOSED017,739-17,739-100%$3.9M$0-$3.9M2026-10-09
Advisory Resource Group
CLOSED015,491-15,491-100%$3.4M$0-$3.4M2026-10-26
Nicholas Company, Inc.
CLOSED015,227-15,227-100%$3.4M$0-$3.4M2026-11-05
WoodTrust Financial Corp
CLOSED014,369-14,369-100%$3.2K$0-$3.2K2026-10-09
Hendley & Co Inc
CLOSED014,365-14,365-100%$3.2K$0-$3.2K2026-10-29
Themes Management Co LLC
CLOSED014,284-14,284-100%$3.2M$0-$3.2M2026-10-29
Alps Advisors Inc
CLOSED013,900-13,900-100%$3.1M$0-$3.1M2026-11-03
Bouvel Investment Partners, LLC
CLOSED013,523-13,523-100%$3.0M$0-$3.0M2026-10-13
IronBridge Private Wealth, LLC
CLOSED012,309-12,309-100%$2.7M$0-$2.7M2026-11-03
Maxi Investments CY Ltd
CLOSED011,900-11,900-100%$2.6K$0-$2.6K2026-10-26
Greystone Financial Group, LLC
CLOSED011,876-11,876-100%$2.6M$0-$2.6M2026-10-26
Leelyn Smith, LLC
CLOSED011,856-11,856-100%$2.6M$0-$2.6M2026-11-03
Wellington Shields & Co., LLC
CLOSED09,221-9,221-100%$2.0M$0-$2.0M2026-11-03
Vista Investment Partners LLC
CLOSED08,818-8,818-100%$1.9M$0-$1.9M2026-10-08
Quadrant Capital Group LLC
CLOSED08,750-8,750-100%$1.9M$0-$1.9M2026-10-20
Community Trust & Investment Co
CLOSED07,836-7,836-100%$1.7M$0-$1.7M2026-10-15
Prevail Innovative Wealth Advisors, LLC
CLOSED07,814-7,814-100%$1.7M$0-$1.7M2026-10-20
Left Brain Wealth Management, LLC
CLOSED07,084-7,084-100%$1.6M$0-$1.6M2026-10-28
Vertrix Wealth Management, LLC
CLOSED07,081-7,081-100%$1.6M$0-$1.6M2026-10-13
OmniStar Financial Group, Inc.
CLOSED06,789-6,789-100%$1.5M$0-$1.5M2026-10-26
Sanders Morris Harris LLC
CLOSED06,499-6,499-100%$1.4M$0-$1.4M2026-10-14
Trust Co of Oklahoma
CLOSED06,438-6,438-100%$1.4M$0-$1.4M2026-10-15
Matauro, LLC
CLOSED06,081-6,081-100%$1.3M$0-$1.3M2026-11-03
Vista Investment Partners II, LLC
CLOSED06,033-6,033-100%$1.3M$0-$1.3M2026-10-15
Fulcrum Wealth Advisors, LLC
CLOSED05,765-5,765-100%$1.3M$0-$1.3M2026-10-16
Marathon Wealth Advisors LLC
CLOSED05,594-5,594-100%$1.2M$0-$1.2M2026-11-04
Ticino Wealth
CLOSED05,061-5,061-100%$1.1M$0-$1.1M2026-10-13
Ascent Group, LLC
CLOSED05,061-5,061-100%$1.1M$0-$1.1M2026-10-30
Summit Asset Management, LLC
CLOSED04,888-4,888-100%$1.1M$0-$1.1M2026-11-05
Royal Fund Management, LLC
CLOSED04,450-4,450-100%$983.8K$0-$983.8K2026-10-22
Trek Financial, LLC
CLOSED04,403-4,403-100%$973.4K$0-$973.4K2026-10-29
Clear Creek Financial Management, LLC
CLOSED04,333-4,333-100%$957.9K$0-$957.9K2026-10-28
Crescent Sterling, Ltd.
CLOSED04,318-4,318-100%$954.6K$0-$954.6K2026-10-16
Commons Capital, LLC
CLOSED04,218-4,218-100%$932.5K$0-$932.5K2026-11-05
Castle Rock Wealth Management, LLC
CLOSED04,213-4,213-100%$957.6K$0-$957.6K2026-10-09
Shelton Wealth Management, LLC
CLOSED04,156-4,156-100%$918.8K$0-$918.8K2026-10-16
Boomfish Wealth Group, LLC
CLOSED03,917-3,917-100%$866.0K$0-$866.0K2026-10-22
LFG Wealth Partners, LLC
CLOSED03,398-3,398-100%$751.2K$0-$751.2K2026-10-28
River Street Advisors LLC
CLOSED03,251-3,251-100%$718.7K$0-$718.7K2026-10-22
Greenfield Savings Bank
CLOSED03,236-3,236-100%$715.5K$0-$715.5K2026-10-07
Wellington Shields Capital Management, LLC
CLOSED03,219-3,219-100%$711.7K$0-$711.7K2026-11-03
Belvedere Trading LLC
CLOSED03,114-3,114-100%$688.4K$0-$688.4K2026-11-05
KPP Advisory Services LLC
CLOSED03,098-3,098-100%$684.9K$0-$684.9K2026-10-26
Capstone Capital Management Ltd
CLOSED03,057-3,057-100%$675.8K$0-$675.8K2026-10-21
Avestar Capital, LLC
CLOSED02,897-2,897-100%$640.5K$0-$640.5K2026-10-28
ABN Amro Investment Solutions
CLOSED02,705-2,705-100%$598.0K$0-$598.0K2026-10-21
Consilium Wealth Advisory, LLC
CLOSED02,574-2,574-100%$569.1K$0-$569.1K2026-10-14
Schear Investment Advisers, LLC
CLOSED02,450-2,450-100%$541.6K$0-$541.6K2026-10-14
Jmac Enterprises LLC
CLOSED02,350-2,350-100%$519.5K$0-$519.5K2026-10-30
Finivi Inc.
CLOSED02,254-2,254-100%$498.3K$0-$498.3K2026-10-13
Legacy Advisors, LLC
CLOSED02,218-2,218-100%$490.4K$0-$490.4K2026-10-19
Gold Investment Management Ltd.
CLOSED02,201-2,201-100%$486.5K$0-$486.5K2026-10-19
Portfolio Design Labs, LLC
CLOSED02,175-2,175-100%$480.9K$0-$480.9K2026-11-04
Argent Capital Management LLC
CLOSED02,132-2,132-100%$471.3K$0-$471.3K2026-10-05
Pekin Hardy Strauss, Inc.
CLOSED02,108-2,108-100%$466.0K$0-$466.0K2026-11-02
Value Partners Investments Inc.
CLOSED01,966-1,966-100%$434.0K$0-$434.0K2026-10-19
Lederer & Associates Investment Counsel
CLOSED01,956-1,956-100%$432$0-$4322026-10-23
Lantern Wealth Advisors, LLC
CLOSED01,925-1,925-100%$425.6K$0-$425.6K2026-10-22
Convergence Financial, LLC
CLOSED01,887-1,887-100%$417.2K$0-$417.2K2026-10-27
Bison Wealth, LLC
CLOSED01,887-1,887-100%$448.5K$0-$448.5K2026-10-13
Investors Asset Management of Georgia Inc
CLOSED01,881-1,881-100%$415.9K$0-$415.9K2026-10-20
Signature Estate & Investment Advisors LLC
CLOSED01,872-1,872-100%$414.2K$0-$414.2K2026-10-13
D'Orazio & Associates, Inc.
CLOSED01,808-1,808-100%$399.7K$0-$399.7K2026-11-04
Triad Wealth Partners, LLC
CLOSED01,754-1,754-100%$365.3K$0-$365.3K2026-10-26
Strategic Blueprint, LLC
CLOSED01,718-1,718-100%$379.8K$0-$379.8K2026-10-22
71 West Capital Partners
CLOSED01,713-1,713-100%$378.7K$0-$378.7K2026-11-04
Fishman JAY A LTD
CLOSED01,667-1,667-100%$368.5K$0-$368.5K2026-10-26
Summit Global Investments
CLOSED01,592-1,592-100%$352$0-$3522026-10-28
Angeles Wealth Management, LLC
CLOSED01,570-1,570-100%$347.0K$0-$347.0K2026-10-26
Hennion & Walsh Asset Management, Inc.
CLOSED01,554-1,554-100%$343.6K$0-$343.6K2026-10-13
Midland Wealth Advisors, LLC
CLOSED01,542-1,542-100%$340.9K$0-$340.9K2026-10-26
Bigelow Investment Advisors, LLC
CLOSED01,507-1,507-100%$333.2K$0-$333.2K2026-10-13
Perpetual Ltd
CLOSED01,472-1,472-100%$325.4K$0-$325.4K2026-10-13
Fortem Financial Group, LLC
CLOSED01,464-1,464-100%$323.7K$0-$323.7K2026-10-20
Chung Wu Investment Group, LLC
CLOSED01,443-1,443-100%$319.0K$0-$319.0K2026-11-03
Abel Hall, LLC
CLOSED01,431-1,431-100%$316.4K$0-$316.4K2026-10-19
Northbridge Financial Group, LLC
CLOSED01,428-1,428-100%$315.7K$0-$315.7K2026-11-05
Tannin Capital LLC
CLOSED01,425-1,425-100%$313.9K$0-$313.9K2026-11-05
Sepio Capital, LP
CLOSED01,422-1,422-100%$314.4K$0-$314.4K2026-10-22
Langley Wealth Management, LLC
CLOSED01,407-1,407-100%$311.1K$0-$311.1K2026-11-04
Balentine LLC
CLOSED01,400-1,400-100%$309.5K$0-$309.5K2026-11-03
Curtis Advisory Group, LLC
CLOSED01,400-1,400-100%$309.5K$0-$309.5K2026-10-28
Larry Mathis Financial Planning, LLC
CLOSED01,399-1,399-100%$309.3K$0-$309.3K2026-10-26
Retirement Planning Group, LLC
CLOSED01,394-1,394-100%$308.2K$0-$308.2K2026-10-19
Canopy Partners, LLC
CLOSED01,385-1,385-100%$306.2K$0-$306.2K2026-10-28
Perryman Financial Advisory Inc
CLOSED01,360-1,360-100%$300.7K$0-$300.7K2026-10-16
Kennedy Investment Group, Inc.
CLOSED01,350-1,350-100%$298.4K$0-$298.4K2026-10-21
Seamount Financial Group Inc
CLOSED01,343-1,343-100%$296.9K$0-$296.9K2026-10-21
PDS Planning, Inc
CLOSED01,332-1,332-100%$294.5K$0-$294.5K2026-11-03
bLong Financial, LLC
CLOSED01,314-1,314-100%$290.5K$0-$290.5K2026-10-29
Crumly & Associates Inc.
CLOSED01,306-1,306-100%$288.7K$0-$288.7K2026-10-07
Mendel Money Management
CLOSED01,282-1,282-100%$283.4K$0-$283.4K2026-11-02
Sterling Wealth Management, Inc.
CLOSED01,271-1,271-100%$281.0K$0-$281.0K2026-10-23
Grey Fox Wealth Advisors, LLC
CLOSED01,271-1,271-100%$281.0K$0-$281.0K2026-11-03
Robertson Stephens Wealth Management, LLC
CLOSED01,268-1,268-100%$280.3K$0-$280.3K2026-10-16
Tableaux LLC
CLOSED01,268-1,268-100%$280.3K$0-$280.3K2026-10-23
Verum Partners LLC
CLOSED01,265-1,265-100%$279.7K$0-$279.7K2026-10-21
KMG Fiduciary Partners, LLC
CLOSED01,263-1,263-100%$279.2K$0-$279.2K2026-10-14
Golden Reserve Retirement LLC
CLOSED01,260-1,260-100%$278.6K$0-$278.6K2026-11-02
National Wealth Management Group, LLC
CLOSED01,256-1,256-100%$277.6K$0-$277.6K2026-10-26
Cottage Street Advisors LLC
CLOSED01,253-1,253-100%$277.0K$0-$277.0K2026-10-19
Cypress Wealth Services, LLC
CLOSED01,253-1,253-100%$277.0K$0-$277.0K2026-10-21
Financial Planning Hawaii, Inc.
CLOSED01,241-1,241-100%$274.4K$0-$274.4K2026-10-13
Fragasso Financial Advisors Inc
CLOSED01,228-1,228-100%$271.5K$0-$271.5K2026-10-13
Townsend Asset Management Corp
CLOSED01,225-1,225-100%$270.8K$0-$270.8K2026-10-29
Plan Group Financial, LLC
CLOSED01,220-1,220-100%$269.7K$0-$269.7K2026-10-22
Eagle Strategies LLC
CLOSED01,217-1,217-100%$269.1K$0-$269.1K2026-10-16
Philip James Wealth Mangement, LLC
CLOSED01,213-1,213-100%$268.2K$0-$268.2K2026-10-27
Belleair Asset Management, LLC
CLOSED01,211-1,211-100%$267.7K$0-$267.7K2026-11-03
Resonant Capital Advisors, LLC
CLOSED01,210-1,210-100%$267.5K$0-$267.5K2026-10-15
Tandem Investment Partners LLC
CLOSED01,210-1,210-100%$267.5K$0-$267.5K2026-10-16
Masterinvest Kapitalanlage GmbH
CLOSED01,209-1,209-100%$267.3K$0-$267.3K2026-11-03
Embree Financial Group
CLOSED01,198-1,198-100%$264.9K$0-$264.9K2026-10-22
Alchemi Wealth, LLC
CLOSED01,194-1,194-100%$264.0K$0-$264.0K2026-11-04
Howard Capital Management Group, LLC
CLOSED01,192-1,192-100%$263.5K$0-$263.5K2026-10-16
Cardinal Strategic Wealth Guidance
CLOSED01,185-1,185-100%$261.9K$0-$261.9K2026-11-02
WealthPlan Investment Management, LLC
CLOSED01,183-1,183-100%$261.5K$0-$261.5K2026-10-15
Forum Financial Management, LP
CLOSED01,177-1,177-100%$260.2K$0-$260.2K2026-10-16
Eubel Brady & Suttman Asset Management Inc
CLOSED01,176-1,176-100%$260$0-$2602026-11-04
Illinois Municipal Retirement Fund
CLOSED01,173-1,173-100%$259.3K$0-$259.3K2026-11-05
Intrua Financial, LLC
CLOSED01,170-1,170-100%$258.7K$0-$258.7K2026-10-28
Fort Washington Investment Advisors Inc
CLOSED01,156-1,156-100%$255.7K$0-$255.7K2026-10-15
Hummer Financial Advisory Services Inc
CLOSED01,155-1,155-100%$255.3K$0-$255.3K2026-10-09
Opal Wealth Advisors, LLC
CLOSED01,151-1,151-100%$254.5K$0-$254.5K2026-10-16
Childress Capital Advisors, LLC
CLOSED01,148-1,148-100%$253.8K$0-$253.8K2026-10-28
Harmony Asset Management LLC
CLOSED01,146-1,146-100%$253.4K$0-$253.4K2026-10-20
Portside Wealth Group, LLC
CLOSED01,144-1,144-100%$252.9K$0-$252.9K2026-10-20
Silverlake Wealth Management LLC
CLOSED01,140-1,140-100%$252.0K$0-$252.0K2026-10-21
Ifrah Financial Services, Inc.
CLOSED01,131-1,131-100%$250.1K$0-$250.1K2026-10-13
Mayfair Advisory Group, LLC
CLOSED01,121-1,121-100%$228.8K$0-$228.8K2026-10-20
Sentinel Trust Co LBA
CLOSED01,118-1,118-100%$254$0-$2542026-11-03
Defined Wealth Management, LLC
CLOSED01,114-1,114-100%$246.3K$0-$246.3K2026-10-19
Foster Victor Wealth Advisors, LLC
CLOSED01,113-1,113-100%$231.0K$0-$231.0K2026-10-21
Blodgett Wealth Advisors, LLC
CLOSED01,112-1,112-100%$245.8K$0-$245.8K2026-10-23
Crusonia Wealth Advisors LLC
CLOSED01,112-1,112-100%$245.8K$0-$245.8K2026-10-26
Johnson Financial Group, LLC
CLOSED01,106-1,106-100%$244.5K$0-$244.5K2026-11-03
Kohmann Bosshard Financial Services, LLC
CLOSED01,105-1,105-100%$244.3K$0-$244.3K2026-11-04
Facet Wealth, Inc.
CLOSED01,101-1,101-100%$243.3K$0-$243.3K2026-11-04
Shakespeare Wealth Management, LLC
CLOSED01,091-1,091-100%$241.2K$0-$241.2K2026-10-28
Collaborative Fund Advisors, LLC
CLOSED01,091-1,091-100%$241.2K$0-$241.2K2026-11-02
Allegheny Financial Group
CLOSED01,089-1,089-100%$240.8K$0-$240.8K2026-11-05
Gimbal Financial
CLOSED01,089-1,089-100%$240.8K$0-$240.8K2026-10-19
Clarus Group, Inc.
CLOSED01,088-1,088-100%$240.5K$0-$240.5K2026-10-21
Gibbs Wealth Management
CLOSED01,082-1,082-100%$239.2K$0-$239.2K2026-10-22
Simplicity Wealth,LLC
CLOSED01,072-1,072-100%$237.0K$0-$237.0K2026-10-23
Private Management Group Inc
CLOSED01,070-1,070-100%$236.6K$0-$236.6K2026-11-04
Clay Northam Wealth Management, LLC
CLOSED01,067-1,067-100%$235.9K$0-$235.9K2026-10-13
Taylor Financial Group, Inc.
CLOSED01,066-1,066-100%$235.7K$0-$235.7K2026-11-02
Chapin Davis, Inc.
CLOSED01,059-1,059-100%$234.1K$0-$234.1K2026-10-09
Juncture Wealth Strategies, LLC
CLOSED01,057-1,057-100%$233.7K$0-$233.7K2026-10-06
Lifetime Wealth Management P.C.
CLOSED01,047-1,047-100%$231.5K$0-$231.5K2026-10-29
Alkeme Wealth, LLC
CLOSED01,042-1,042-100%$230.4K$0-$230.4K2026-10-08
KG Capital Management
CLOSED01,036-1,036-100%$229.0K$0-$229.0K2026-10-15
MBL Wealth, LLC
CLOSED01,033-1,033-100%$228.4K$0-$228.4K2026-10-22
Ridgecrest Wealth Partners, LLC
CLOSED01,030-1,030-100%$227.7K$0-$227.7K2026-10-19
Capital City Trust Co
CLOSED01,026-1,026-100%$226.7K$0-$226.7K2026-10-22
Advisor OS, LLC
CLOSED01,025-1,025-100%$226.6K$0-$226.6K2026-11-03
AMG Asset Management Group, Inc.
CLOSED01,024-1,024-100%$226.4K$0-$226.4K2026-10-21
Balboa Wealth Partners
CLOSED01,022-1,022-100%$225.9K$0-$225.9K2026-10-20
Gratus Wealth Advisors, LLC
CLOSED01,014-1,014-100%$224.2K$0-$224.2K2026-10-26
Keating Investment Counselors Inc
CLOSED01,008-1,008-100%$222.7K$0-$222.7K2026-10-14
True Private Wealth Advisors
CLOSED01,006-1,006-100%$222.4K$0-$222.4K2026-10-19
LCM Capital Management Inc
CLOSED01,005-1,005-100%$222.2K$0-$222.2K2026-10-20
Sather Financial Group Inc
CLOSED01,000-1,000-100%$221.1K$0-$221.1K2026-10-30
Riversedge Advisors, LLC
CLOSED0999-999-100%$220.9K$0-$220.9K2026-10-09
Plato Investment Management Ltd
CLOSED0997-997-100%$219.1K$0-$219.1K2026-11-05
PUREfi Wealth, LLC
CLOSED0996-996-100%$220.2K$0-$220.2K2026-10-19
Verity Asset Management, Inc.
CLOSED0996-996-100%$220.2K$0-$220.2K2026-10-30
Thompson Siegel & Walmsley LLC
CLOSED0996-996-100%$220$0-$2202026-11-05
Shikiar Asset Management Inc
CLOSED0982-982-100%$217$0-$2172026-10-20
BankPlus Wealth Management LLC
CLOSED0981-981-100%$216.9K$0-$216.9K2026-10-13
Zullo Investment Group, Inc.
CLOSED0977-977-100%$216.0K$0-$216.0K2026-10-20
Plancorp, LLC
CLOSED0977-977-100%$208.2K$0-$208.2K2026-11-03
Krane Financial Solutions LLC
CLOSED0969-969-100%$214.2K$0-$214.2K2026-10-30
Kelly Financial Group LLC
CLOSED0965-965-100%$213.3K$0-$213.3K2026-10-16
Ignite Planners, LLC
CLOSED0960-960-100%$212.2K$0-$212.2K2026-10-14
Income Insurance Ltd
CLOSED0960-960-100%$212.2K$0-$212.2K2026-10-21
Triune Financial Partners, LLC
CLOSED0957-957-100%$211.6K$0-$211.6K2026-11-03
Spinnaker Investment Group, LLC
CLOSED0948-948-100%$209.6K$0-$209.6K2026-10-13
Fire Capital Management LLC
CLOSED0946-946-100%$209.1K$0-$209.1K2026-10-27
Ledgewood Wealth Advisors, LLC
CLOSED0942-942-100%$208.3K$0-$208.3K2026-10-09
Vicus Capital
CLOSED0934-934-100%$206.5K$0-$206.5K2026-11-05
First Bank & Trust
CLOSED0931-931-100%$204.9K$0-$204.9K2026-10-19
Michael Brady & Co., LLC
CLOSED0929-929-100%$205.4K$0-$205.4K2026-10-23
Wise Wealth Partners
CLOSED0924-924-100%$204.3K$0-$204.3K2026-10-14
Hamilton Point Investment Advisors, LLC
CLOSED0924-924-100%$204.3K$0-$204.3K2026-11-03
Smith Chas P & Associates PA Cpas
CLOSED0918-918-100%$203.0K$0-$203.0K2026-10-22
Meadow Creek Wealth Advisors LLC
CLOSED0910-910-100%$201.2K$0-$201.2K2026-11-02
Tucker Asset Management LLC
CLOSED0906-906-100%$200.3K$0-$200.3K2026-10-29
Purus Wealth Management, LLC
CLOSED0905-905-100%$200.1K$0-$200.1K2026-10-15
TL Private Wealth
CLOSED0900-900-100%$214.3K$0-$214.3K2026-10-13
Vaquero Private Wealth, LTD
CLOSED0766-766-100%$169.3K$0-$169.3K2026-10-27
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
CLOSED0676-676-100%$149.5K$0-$149.5K2026-10-22
Arlington Partners LLC
CLOSED0641-641-100%$141.8K$0-$141.8K2026-10-20
Park National Corp
CLOSED0506-506-100%$111.9K$0-$111.9K2026-10-05
AXS Investments LLC
CLOSED0506-506-100%$111.9K$0-$111.9K2026-11-04
LifeSteps Financial, Inc.
CLOSED0489-489-100%$108.1K$0-$108.1K2026-10-15
Stone House Investment Management, LLC
CLOSED0436-436-100%$96.4K$0-$96.4K2026-10-23
Certuity, LLC
CLOSED0396-396-100%$87.4K$0-$87.4K2026-11-02
Commonwealth Retirement Investments LLC
CLOSED0267-267-100%$59.0K$0-$59.0K2026-10-26
RHL Group, LLC
CLOSED0220-220-100%$48.6K$0-$48.6K2026-11-04
Paradigm Asset Management Co LLC
CLOSED0179-179-100%$39.5K$0-$39.5K2026-11-05
Cornerstone Planning Group LLC
CLOSED0109-109-100%$22.6K$0-$22.6K2026-10-16
Reyes Financial Architecture, Inc.
CLOSED0101-101-100%$22.3K$0-$22.3K2026-10-22
Global X Japan Co., Ltd.
CLOSED096-96-100%$21.2K$0-$21.2K2026-10-21
Atlatl Advisers LLC
CLOSED068-68-100%$15.0K$0-$15.0K2026-10-22
Gill Capital Partners, LLC
CLOSED064-64-100%$14.1K$0-$14.1K2026-10-13
SBK Financial, Inc.
CLOSED050-50-100%$11.1K$0-$11.1K2026-11-02
Bare Financial Services, Inc
CLOSED040-40-100%$8.8K$0-$8.8K2026-11-04
Contravisory Investment Management, Inc.
CLOSED029-29-100%$6.4K$0-$6.4K2026-10-13
Knights of Columbus Asset Advisors LLC
CLOSED028-28-100%$6.2K$0-$6.2K2026-11-05
Bullseye Investment Management, LLC
CLOSED025-25-100%$5.5K$0-$5.5K2026-10-29
Brooklyn FI, LLC
CLOSED024-24-100%$5.0K$0-$5.0K2026-11-05
Robinswood Financial LLC
CLOSED016-16-100%$3.5K$0-$3.5K2026-10-20
United Financial Planning Group LLC
CLOSED012-12-100%$2.7K$0-$2.7K2026-11-04
GoalVest Advisory LLC
CLOSED07-7-100%$1.5K$0-$1.5K2026-10-02
Morton Brown Family Wealth, LLC
CLOSED05-5-100%$1.1K$0-$1.1K2026-10-23
Whipplewood Advisors, LLC
CLOSED03-3-100%$553$0-$5532026-10-20
Fiduciary Advisors, Inc.
CLOSED02-2-100%$443$0-$4432026-10-16
Spectrum Wealth Advisory Group, LLC
CLOSED01-1-100%$221$0-$2212026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED000—$743.7K$454.2K-$289.5K2026-10-29
BlackRock, Inc.
N/A—23,762,174-23,762,174-100%$5.3B———
Vanguard Capital Management LLC
N/A—20,693,166-20,693,166-100%$4.6B———
State Street Corp
N/A—13,321,170-13,321,170-100%$2.9B———
Invesco Ltd.
N/A—12,884,435-12,884,435-100%$2.8B———
Morgan Stanley
N/A—9,286,812-9,286,812-100%$2.1B———
Geode Capital Management, LLC
N/A—8,206,762-8,206,762-100%$1.8B———
Wellington Management Group LLP
N/A—7,716,131-7,716,131-100%$1.7B———
Vanguard Portfolio Management LLC
N/A—7,533,319-7,533,319-100%$1.7B———
Goldman Sachs Group Inc
N/A—7,388,181-7,388,181-100%$1.6B———
Franklin Resources Inc
N/A—6,495,690-6,495,690-100%$1.4B———
Massachusetts Financial Services Co
N/A—5,005,241-5,005,241-100%$1.4B———
Bank of America Corp
N/A—4,677,887-4,677,887-100%$1.0B———
JPMorgan Chase & Co
N/A—3,881,348-3,881,348-100%$854.6M———
Royal Bank of Canada
N/A—3,485,852-3,485,852-100%$770.7M———
Ameriprise Financial Inc
N/A—3,351,052-3,351,052-100%$740.9M———
Capital Research Global Investors
N/A—3,299,870-3,299,870-100%$729.5M———
UBS Group AG
N/A—2,768,136-2,768,136-100%$612.0M———
Nuveen, LLC
N/A—2,688,848-2,688,848-100%$594.5M———
Northern Trust Corp
N/A—2,652,215-2,652,215-100%$586.4M———
Barclays PLC
N/A—2,302,561-2,302,561-100%$509.1M———
Unisphere Establishment
N/A—2,075,000-2,075,000-100%$458.7M———
Charles Schwab Investment Management Inc
N/A—2,031,187-2,031,187-100%$449.1M———
First Manhattan Co. Llc.
N/A—1,875,740-1,875,740-100%$414.7M———
Vanguard Fiduciary Trust Co
N/A—1,779,055-1,779,055-100%$393.3M———
Wells Fargo & Company
N/A—1,724,327-1,724,327-100%$381.2M———
Boston Partners
N/A—1,710,443-1,710,443-100%$376.7M———
UBS Asset Management Americas LLC
N/A—1,676,062-1,676,062-100%$370.5M———
Legal & General Group Plc
N/A—1,612,255-1,612,255-100%$356.4M———
SG Americas Securities, LLC
N/A—1,567,311-1,567,311-100%$346.5K———
Clearbridge Investments, LLC
N/A—1,290,553-1,290,553-100%$285.3M———
Capitolis Liquid Global Markets LLC
N/A—1,133,679-1,133,679-100%$250.6M———
FMR LLC
N/A—1,111,705-1,111,705-100%$245.8M———
Price T Rowe Associates Inc
N/A—990,829-990,829-100%$219.1K———
Stifel Financial Corp
N/A—931,045-931,045-100%$205.8M———
Swiss National Bank
N/A—896,500-896,500-100%$198.2M———
BNP Paribas Financial Markets
N/A—869,061-869,061-100%$192.1M———
Raymond James Financial Inc
N/A—830,825-830,825-100%$183.7M———
American Century Companies Inc
N/A—828,548-828,548-100%$183.2M———
Alliancebernstein L.P.
N/A—827,059-827,059-100%$182.8M———
Canada Pension Plan Investment Board
N/A—791,179-791,179-100%$174.9M———
National Pension Service
N/A—750,586-750,586-100%$165.9M———
PNC Financial Services Group, Inc.
N/A—745,619-745,619-100%$164.8M———
HSBC Holdings PLC
N/A—707,271-707,271-100%$157.2M———
Citadel Advisors LLC
N/A—704,545-704,545-100%$155.8M———
California Public Employees Retirement System
N/A—689,424-689,424-100%$152.4M———
Vanguard Global Advisers, LLC
N/A—682,434-682,434-100%$150.9M———
Deutsche Bank Ag\
N/A—662,791-662,791-100%$146.5M———
Vanguard Asset Management, Ltd
N/A—651,606-651,606-100%$144.1M———
Envestnet Asset Management Inc
N/A—624,355-624,355-100%$138.0M———
Millennium Management LLC
N/A—616,062-616,062-100%$136.2M———
AQR Capital Management LLC
N/A—595,203-595,203-100%$131.6M———
LPL Financial LLC
N/A—592,336-592,336-100%$131.0M———
Eurizon Capital SGR S.p.A.
N/A—568,354-568,354-100%$125.6M———
ING Groep NV
N/A—560,252-560,252-100%$123.9M———
Rhumbline Advisers
N/A—529,091-529,091-100%$117.0M———
First Trust Advisors LP
N/A—516,276-516,276-100%$114.1M———
California State Teachers Retirement System
N/A—492,130-492,130-100%$108.8M———
Neuberger Berman Group LLC
N/A—464,472-464,472-100%$102.7M———
Blair William & Co
N/A—454,071-454,071-100%$100.4M———
Haverford Trust Co
N/A—446,840-446,840-100%$98.8M———
Bank of Nova Scotia
N/A—437,647-437,647-100%$96.8M———
Natixis Advisors, LLC
N/A—423,072-423,072-100%$93.5K———
Aberdeen Group plc
N/A—420,093-420,093-100%$92.9M———
Victory Capital Management Inc
N/A—400,474-400,474-100%$88.5M———
Focus Partners Wealth
N/A—395,969-395,969-100%$87.5M———
New York State Common Retirement Fund
N/A—384,608-384,608-100%$85.0M———
Nearwater Capital Markets, Ltd
N/A—348,500-348,500-100%$77.0M———
Macquarie Group LTD
N/A—348,108-348,108-100%$77.0M———
Blue Whale Capital LLP
N/A—332,058-332,058-100%$73.4M———
Pinebridge Investments LLC
N/A—330,634-330,634-100%$73.1M———
Nomura Asset Management Co LTD
N/A—321,113-321,113-100%$71.0M———
Ensign Peak Advisors, Inc
N/A—319,358-319,358-100%$70.6M———
Amundi
N/A—313,777-313,777-100%$69.4M———
CIBC Bancorp USA Inc.
N/A—300,043-300,043-100%$66.3M———
Aviva PLC
N/A—290,135-290,135-100%$64.1M———
Cerity Partners LLC
N/A—282,206-282,206-100%$62.4M———
Rokos Capital Management LLP
N/A—279,404-279,404-100%$61.6M———
Mizuho Markets Americas LLC
N/A—274,850-274,850-100%$60.8M———
Altshuler Shaham Ltd
N/A—273,000-273,000-100%$60.4M———
State Board of Administration of Florida Retirement System
N/A—271,903-271,903-100%$60.1M———
BNP Paribas Asset Management Holding S.A.
N/A—271,419-271,419-100%$60.0M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—263,456-263,456-100%$58.2M———
Penserra Capital Management LLC
N/A—260,709-260,709-100%$57.6K———
Empower Advisory Group, LLC
N/A—257,110-257,110-100%$56.8M———
Nomura Holdings Inc
N/A—256,108-256,108-100%$56.6M———
Susquehanna International Group, LLP
N/A—253,524-253,524-100%$56.0M———
Primecap Management Co
N/A—244,100-244,100-100%$54.0M———
Russell Investments Group, Ltd.
N/A—243,362-243,362-100%$53.8M———
PFA Pension, Forsikringsaktieselskab
N/A—236,310-236,310-100%$52.2M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—229,770-229,770-100%$20.6M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—228,335-228,335-100%$50.5M———
Madison Asset Management, LLC
N/A—224,998-224,998-100%$49.7M———
Quantinno Capital Management LP
N/A—222,049-222,049-100%$49.1M———
Caisse de Depot ET Placement DU Quebec
N/A—220,862-220,862-100%$48.8M———
Mariner, LLC
N/A—217,569-217,569-100%$48.1M———
Commerce Bank
N/A—216,276-216,276-100%$47.8M———
Teacher Retirement System of Texas
N/A—215,433-215,433-100%$47.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—209,028-209,028-100%$46.2M———
Johnson Investment Counsel Inc
N/A—205,717-205,717-100%$45.5M———
Capital Advisors Inc
N/A—203,149-203,149-100%$44.9M———
HighTower Advisors, LLC
N/A—201,482-201,482-100%$44.5M———
Janney Montgomery Scott LLC
N/A—196,071-196,071-100%$43.3K———
Rockefeller Capital Management L.P.
N/A—194,766-194,766-100%$43.1M———
Gabelli Funds LLC
N/A—193,512-193,512-100%$42.8M———
NewEdge Advisors, LLC
N/A—190,322-190,322-100%$42.1M———
Prudential Financial Inc
N/A—182,200-182,200-100%$40.3M———
Homestead Advisers Corp
N/A—181,245-181,245-100%$40.1M———
Korea Investment Corp
N/A—181,150-181,150-100%$40.0M———
Natixis
N/A—177,269-177,269-100%$39.2M———
Glenmede Trust Co NA
N/A—175,141-175,141-100%$38.7M———
Panagora Asset Management Inc
N/A—173,009-173,009-100%$38.2M———
EP Wealth Advisors, LLC
N/A—170,113-170,113-100%$37.6M———
State of Wisconsin Investment Board
N/A—169,594-169,594-100%$37.5M———
Captrust Financial Advisors
N/A—167,752-167,752-100%$37.1M———
Vaughan Nelson Investment Management, L.P.
N/A—166,871-166,871-100%$36.9M———
Cetera Investment Advisers
N/A—164,106-164,106-100%$36.3M———
Defiance ETFs, LLC
N/A—163,452-163,452-100%$37.2M———
Soros Fund Management LLC
N/A—162,940-162,940-100%$36.0M———
Manufacturers Life Insurance Company, the
N/A—161,528-161,528-100%$35.7M———
Fosse Capital Partners LLP
N/A—161,300-161,300-100%$35.7M———
Rathbones Group PLC
N/A—160,525-160,525-100%$35.5M———
Harding Loevner LP
N/A—156,581-156,581-100%$34.6M———
Whittier Trust Co
N/A—156,581-156,581-100%$37.2M———
Mitsubishi UFJ Trust & Banking Corp
N/A—156,378-156,378-100%$34.6M———
Voya Investment Management LLC
N/A—155,279-155,279-100%$34.3M———
Chevy Chase Trust Holdings, LLC
N/A—154,507-154,507-100%$34.2M———
Toronto Dominion Bank
N/A—148,892-148,892-100%$32.9M———
Scotia Capital Inc.
N/A—148,206-148,206-100%$32.8M———
Blue Sparrow, LLC
N/A—148,000-148,000-100%$32.7M———
J. Stern & Co. LLP
N/A—146,790-146,790-100%$32.5M———
E20 Capital Ltd
N/A—144,577-144,577-100%$32.0M———
Vanguard Investments Australia, Ltd.
N/A—143,532-143,532-100%$31.7M———
Adage Capital Partners GP, L.L.C.
N/A—143,145-143,145-100%$31.6M———
Osaic Holdings, Inc.
N/A—140,832-140,832-100%$31.1M———
Royal London Asset Management LTD
N/A—140,649-140,649-100%$31.1M———
TD Asset Management Inc
N/A—140,228-140,228-100%$31.0M———
Treasurer of the State of North Carolina
N/A—136,541-136,541-100%$30.2K———
Van Eck Associates Corp
N/A—136,199-136,199-100%$30.1M———
Rudius Management LP
N/A—135,444-135,444-100%$29.9M———
LBP AM SA
N/A—135,072-135,072-100%$29.9M———
Public Sector Pension Investment Board
N/A—132,837-132,837-100%$29.4M———
SEI Investments Co
N/A—132,237-132,237-100%$29.2M———
M&T Bank Corp
N/A—122,988-122,988-100%$27.2M———
Public Employees Retirement System of Ohio
N/A—121,153-121,153-100%$26.8M———
Engine Capital Management, LPA
N/A—120,000-120,000-100%$26.5M———
Baird Financial Group, Inc.
N/A—119,841-119,841-100%$26.5M———
Guggenheim Capital LLC
N/A—118,952-118,952-100%$26.3M———
FIL Ltd
N/A—118,199-118,199-100%$26.1M———
Berkshire Asset Management LLC
N/A—114,614-114,614-100%$25.3M———
Gamco Investors, Inc. ET AL
N/A—113,231-113,231-100%$25.0M———
Jane Street Group, LLC
N/A—112,690-112,690-100%$24.9M———
CIBC World Market Inc.
N/A—112,044-112,044-100%$24.8M———
State of Tennessee, Department of Treasury
N/A—109,474-109,474-100%$24.2M———
Tredje Ap-fonden
N/A—109,451-109,451-100%$24.2M———
Sequoia Financial Advisors, LLC
N/A—109,349-109,349-100%$24.2M———
Tocqueville Asset Management L.P.
N/A—109,114-109,114-100%$24.1M———
Cullen Capital Management, LLC
N/A—106,610-106,610-100%$23.6M———
Qube Research & Technologies Ltd
N/A—106,310-106,310-100%$23.5M———
Ancora Advisors LLCA
N/A—105,618-105,618-100%$23.3M———
Mufg Securities Emea plc
N/A—104,906-104,906-100%$23.2M———
Credit Agricole S A
N/A—101,846-101,846-100%$22.5M———
Mairs & Power Inc
N/A—100,041-100,041-100%$22.1M———
Groupama Asset Managment
N/A—99,708-99,708-100%$22.0M———
Delta Asset Management LLC
N/A—99,383-99,383-100%$22.0M———
Danica Pension, Livsforsikringsaktieselskab
N/A—96,805-96,805-100%$21.4M———
Nissay Asset Management Corp N
N/A—94,542-94,542-100%$20.9M———
Jupiter Topco LLC
N/A—93,746-93,746-100%$20.7M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—92,599-92,599-100%$20.5M———
Resona Asset Management Co.,Ltd.
N/A—90,679-90,679-100%$20.0M———
Empyrean Capital Partners, LP
N/A—90,001-90,001-100%$19.9M———
Verition Fund Management LLC
N/A—88,676-88,676-100%$19.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—86,646-86,646-100%$19.2M———
D. E. Shaw & Co., Inc.
N/A—86,233-86,233-100%$19.1M———
United Capital Financial Advisors, LLC
N/A—86,000-86,000-100%$19.0M———
MAI Capital Management
N/A—85,928-85,928-100%$19.0M———
HRT Financial LP
N/A—85,669-85,669-100%$18.9K———
Lazard Asset Management LLC
N/A—85,656-85,656-100%$18.9M———
CI Investments Inc.
N/A—84,414-84,414-100%$18.7M———
Peapack Gladstone Financial Corp
N/A—84,350-84,350-100%$18.6K———
Walleye Trading LLC
N/A—84,200-84,200-100%$18.6M———
Klingenstein Fields & Co LP
N/A—81,559-81,559-100%$18.0M———
Brown Advisory Inc
N/A—79,234-79,234-100%$17.5M———
Nykredit A/S
N/A—75,260-75,260-100%$16.6M———
Allworth Financial LP
N/A—74,489-74,489-100%$16.5M———
Fisher Asset Management, LLC
N/A—74,226-74,226-100%$16.4M———
Sanctuary Advisors, LLC
N/A—73,143-73,143-100%$16.2M———
ExodusPoint Capital Management, LP
N/A—72,572-72,572-100%$16.0M———
MetLife Investment Management, LLC
N/A—72,489-72,489-100%$16.0M———
RWA Wealth Partners, LLC
N/A—65,576-65,576-100%$14.5M———
Whittier Trust Co of Nevada Inc
N/A—63,874-63,874-100%$15.2M———
Managed Asset Portfolios, LLC
N/A—63,749-63,749-100%$14.1M———
Modern Wealth Management, LLC
N/A—62,416-62,416-100%$13.8M———
Varma Mutual Pension Insurance Co
N/A—61,550-61,550-100%$13.6M———
Silvercrest Asset Management Group LLC
N/A—61,225-61,225-100%$13.5M———
Howe & Rusling Inc
N/A—60,764-60,764-100%$13.4M———
Pathstone Holdings, LLC
N/A—59,957-59,957-100%$13.3M———
Rafferty Asset Management, LLC
N/A—59,747-59,747-100%$13.2M———
Cannell & Spears LLC
N/A—59,350-59,350-100%$13.1M———
Waverly Advisors, LLC
N/A—58,328-58,328-100%$12.9M———
HM Payson & Co
N/A—57,531-57,531-100%$12.7M———
Pinnacle Financial Partners, Inc.
N/A—57,188-57,188-100%$12.6M———
Silvant Capital Management LLC
N/A—57,025-57,025-100%$12.6M———
Mercer Global Advisors Inc
N/A—56,634-56,634-100%$12.5M———
Summitry LLC
N/A—56,478-56,478-100%$12.5M———
NAN Fung Trinity (HK) Ltd
N/A—55,150-55,150-100%$12.2M———
Wealthfront Advisers LLC
N/A—54,444-54,444-100%$12.0M———
O'shaughnessy Asset Management, LLC
N/A—54,032-54,032-100%$11.9M———
Westwood Holdings Group Inc
N/A—53,468-53,468-100%$11.8M———
Savant Capital, LLC
N/A—53,406-53,406-100%$11.6M———
Trans-Canada Capital Inc.
N/A—53,360-53,360-100%$11.8M———
Stillwater Capital Advisors, LLC
N/A—51,921-51,921-100%$11.5M———
Shay Capital LLC
N/A—50,902-50,902-100%$11.3M———
Argent Trust Co
N/A—49,721-49,721-100%$10.9M———
&partners
N/A—49,281-49,281-100%$11.0M———
Select Equity Group, L.P.
N/A—48,763-48,763-100%$10.8M———
Utah Retirement Systems
N/A—48,493-48,493-100%$10.7M———
Police & Firemen's Retirement System of New Jersey
N/A—48,095-48,095-100%$10.6M———
First Long Island Investors, LLC
N/A—48,057-48,057-100%$10.6M———
British Columbia Investment Management Corp
N/A—47,627-47,627-100%$10.5M———
Ironvine Capital Partners, LLC
N/A—47,276-47,276-100%$10.5M———
Gotham Asset Management, LLC
N/A—46,974-46,974-100%$10.4M———
Palliser Capital (UK) LtdA
N/A—46,910-46,910-100%$10.4M———
Beacon Pointe Advisors, LLC
N/A—46,764-46,764-100%$10.3M———
One Fin Capital Management LP
N/A—46,500-46,500-100%$10.3M———
St. James Investment Company, LLC
N/A—46,139-46,139-100%$10.2M———
Becker Capital Management Inc
N/A—45,609-45,609-100%$10.1M———
Northwestern Mutual Wealth Management Co
N/A—45,116-45,116-100%$10.0M———
Bradley Foster & Sargent Inc
N/A—44,869-44,869-100%$9.9M———
Vanguard Personalized Indexing Management, LLC
N/A—44,382-44,382-100%$9.8M———
Pacer Advisors, Inc.
N/A—43,316-43,316-100%$9.6K———
Empowered Funds, LLC
N/A—43,101-43,101-100%$9.5M———
Allianz Asset Management GmbH
N/A—41,257-41,257-100%$9.1M———
NS Partners Ltd
N/A—40,892-40,892-100%$9.0M———
MML Investors Services, LLC
N/A—40,457-40,457-100%$8.9M———
Nomura Asset Management International Inc.
N/A—40,182-40,182-100%$8.9M———
SIT Investment Associates Inc
N/A—40,128-40,128-100%$8.9K———
Public Employees Retirement Association of Colorado
N/A—39,947-39,947-100%$8.9K———
Petrus Trust Company, LTA
N/A—39,646-39,646-100%$8.8M———
Steward Partners Investment Advisory, LLC
N/A—38,910-38,910-100%$8.6M———
Vident Advisory, LLC
N/A—38,838-38,838-100%$8.6M———
Rothschild Investment LLC
N/A—37,938-37,938-100%$8.4M———
Aptus Capital Advisors, LLC
N/A—36,306-36,306-100%$8.0M———
Private Advisor Group, LLC
N/A—35,939-35,939-100%$7.9M———
Shelton Capital Management
N/A—35,521-35,521-100%$7.9M———
Coastal Bridge Advisors, LLC
N/A—35,112-35,112-100%$7.8M———
Bragg Financial Advisors, Inc
N/A—34,688-34,688-100%$7.7M———
Estabrook Capital Management
N/A—34,479-34,479-100%$7.6M———
F/m Investments LLC
N/A—34,366-34,366-100%$7.6M———
Atlantic Union Bankshares Corp
N/A—34,337-34,337-100%$7.6M———
IEQ Capital, LLC
N/A—34,173-34,173-100%$7.6M———
Nixon Capital, LLC
N/A—34,148-34,148-100%$7.5M———
Norinchukin Bank, The
N/A—33,604-33,604-100%$7.4M———
Stonebridge Capital Advisors LLC
N/A—33,586-33,586-100%$7.4M———
South Dakota Investment Council
N/A—33,571-33,571-100%$7.4K———
Orion Porfolio Solutions, LLC
N/A—33,360-33,360-100%$7.4M———
Cary Street Partners Financial LLC
N/A—32,865-32,865-100%$7.3M———
Equitable Holdings, Inc.
N/A—32,126-32,126-100%$7.1M———
Haverford Financial Services, Inc.
N/A—30,981-30,981-100%$6.8M———
Tiptree Advisors, LLC
N/A—29,825-29,825-100%$6.6M———
Fiduciary Trust Co
N/A—29,824-29,824-100%$6.6M———
New Age Alpha Advisors, LLC
N/A—29,774-29,774-100%$6.6M———
Great Valley Advisor Group, Inc.
N/A—29,450-29,450-100%$6.5M———
Woodline Partners LP
N/A—29,182-29,182-100%$6.5M———
Tidal Investments LLC
N/A—28,639-28,639-100%$6.3M———
Elo Mutual Pension Insurance Co
N/A—28,628-28,628-100%$6.3M———
Ameritas Investment Partners, Inc.
N/A—28,487-28,487-100%$6.3M———
Federation des caisses Desjardins du Quebec
N/A—28,279-28,279-100%$6.3M———
Man Group plc
N/A—27,713-27,713-100%$6.1M———
USS Investment Management Ltd
N/A—27,218-27,218-100%$6.0M———
Merit Financial Group, LLC
N/A—26,932-26,932-100%$6.0M———
QRG Capital Management, Inc.
N/A—26,840-26,840-100%$5.9M———
Novare Capital Management LLC
N/A—26,456-26,456-100%$5.8M———
Arvest Bank Trust Division
N/A—25,999-25,999-100%$5.7M———
Advisors Asset Management, Inc.
N/A—25,969-25,969-100%$5.7M———
Teachers Retirement System of the State of Kentucky
N/A—25,522-25,522-100%$5.6K———
MidFirst Bank
N/A—25,367-25,367-100%$5.6M———
Bessemer Group Inc
N/A—25,287-25,287-100%$5.6K———
Balyasny Asset Management L.P.
N/A—25,136-25,136-100%$5.6M———
Valueworks LLC
N/A—25,049-25,049-100%$5.5M———
HBK Investments L P
N/A—25,004-25,004-100%$5.5M———
Rheos Capital Works Inc.
N/A—25,000-25,000-100%$5.5K———
Marco Investment Management LLC
N/A—24,939-24,939-100%$5.5M———
Arax Advisory Partners
N/A—24,899-24,899-100%$5.5M———
National Bank of Canada
N/A—24,377-24,377-100%$5.4M———
Fred Alger Management, LLC
N/A—24,361-24,361-100%$5.4M———
Investment Management Corp of Ontario
N/A—24,236-24,236-100%$5.4M———
Hutchinson Capital Management
N/A—23,923-23,923-100%$5.3M———
Crawford Investment Counsel Inc
N/A—23,349-23,349-100%$5.2M———
ARK Investment Management LLC
N/A—23,262-23,262-100%$5.1M———
Horizon Investments, LLC
N/A—23,194-23,194-100%$5.1M———
Snowden Capital Advisors LLC
N/A—23,068-23,068-100%$5.1M———
Walleye Capital LLC
N/A—22,702-22,702-100%$5.0M———
Omers Administration Corp
N/A—22,455-22,455-100%$5.0M———
Palmer Knight Co
N/A—21,996-21,996-100%$4.9M———
Wesleyan Assurance Society
N/A—21,992-21,992-100%$4.9K———
IQ EQ Fund Management (Ireland) Ltd
N/A—21,982-21,982-100%$4.8M———
Freestone Capital Holdings, LLC
N/A—21,958-21,958-100%$4.9M———
Dorsey & Whitney Trust Co LLC
N/A—21,386-21,386-100%$4.7M———
Aristotle Atlantic Partners, LLC
N/A—21,110-21,110-100%$4.7M———
NewEdge Wealth, LLC
N/A—21,077-21,077-100%$4.7M———
Cantor Fitzgerald, L. P.
N/A—20,957-20,957-100%$4.6M———
Commerzbank Aktiengesellschaft
N/A—20,942-20,942-100%$4.6K———
Flputnam Investment Management Co
N/A—20,864-20,864-100%$4.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—20,477-20,477-100%$4.5M———
Kentucky Retirement Systems
N/A—20,128-20,128-100%$4.4M———
Benjamin Edwards Inc
N/A—20,042-20,042-100%$4.4M———
Needham Investment Management LLC
N/A—20,000-20,000-100%$4.4M———
Edmond de Rothschild Holding S.A.
N/A—19,979-19,979-100%$4.4M———
Hilton Capital Management, LLC
N/A—19,809-19,809-100%$4.4M———
FourThought Financial Partners, LLC
N/A—19,800-19,800-100%$4.4M———
Nwam LLC
N/A—19,779-19,779-100%$4.4M———
Canada Post Corp Registered Pension Plan
N/A—19,734-19,734-100%$4.4M———
Aster Capital Management (Difc) Ltd
N/A—19,711-19,711-100%$4.4M———
Triglav Investments, D.O.O.
N/A—19,430-19,430-100%$4.3M———
L & S Advisors Inc
N/A—19,091-19,091-100%$4.2M———
Composition Wealth, LLC
N/A—18,921-18,921-100%$4.2M———
Integrated Wealth Concepts LLC
N/A—18,849-18,849-100%$4.2M———
Vestmark Advisory Solutions, Inc.
N/A—18,699-18,699-100%$4.1M———
Boyd Watterson Asset Management LLC
N/A—18,679-18,679-100%$4.1M———
MainStreet Investment Advisors LLC
N/A—18,660-18,660-100%$4.1M———
BLI - Banque de Luxembourg Investments
N/A—18,232-18,232-100%$4.1M———
Pettyjohn, Wood & White, Inc
N/A—17,735-17,735-100%$3.9M———
Insigneo Advisory Services, LLC
N/A—17,685-17,685-100%$3.9M———
Lombard Odier Asset Management (Switzerland) SA
N/A—17,381-17,381-100%$3.8M———
Covington Investment Advisors Inc.
N/A—17,236-17,236-100%$3.8K———
Borer Denton & Associates, Inc.
N/A—17,051-17,051-100%$3.8M———
Envestnet Portfolio Solutions, Inc.
N/A—16,707-16,707-100%$3.7M———
Tower Bridge Advisors
N/A—16,702-16,702-100%$3.7M———
Burling Wealth Partners, LLC
N/A—16,474-16,474-100%$3.6M———
Alpha Wave Global, LP
N/A—16,396-16,396-100%$3.6M———
Arkadios Wealth Advisors
N/A—16,391-16,391-100%$3.6M———
Caisse DES Depots ET Consignations
N/A—16,316-16,316-100%$3.6M———
Sand Hill Global Advisors, LLC
N/A—16,251-16,251-100%$3.6M———
Coldstream Capital Management Inc
N/A—16,200-16,200-100%$3.6M———
Bleakley Financial Group, LLC
N/A—16,147-16,147-100%$3.6M———
Clearstead Advisors, LLC
N/A—16,083-16,083-100%$3.6M———
Brasada Capital Management, LP
N/A—16,045-16,045-100%$3.5M———
German American Bancorp, Inc.
N/A—16,026-16,026-100%$3.5M———
Stratos Wealth Partners, Ltd.
N/A—15,979-15,979-100%$3.5M———
Stephens Inc
N/A—15,717-15,717-100%$3.5M———
Persistent Asset Partners Ltd
N/A—15,450-15,450-100%$3.4M———
Lionhunter Capital Management, LLC
N/A—15,214-15,214-100%$3.4M———
Squarepoint Ops LLC
N/A—15,095-15,095-100%$3.3M———
Sfmg, LLC
N/A—15,074-15,074-100%$3.3M———
Kingsview Wealth Management, LLC
N/A—14,976-14,976-100%$3.3M———
Fiduciary Group, LLC
N/A—14,702-14,702-100%$3.3M———
Mediolanum International Funds Ltd
N/A—14,549-14,549-100%$3.2M———
Pioneer Trust Bank N A
N/A—14,476-14,476-100%$3.2M———
Hamel Associates, Inc.
N/A—14,439-14,439-100%$3.2M———
Dakota Wealth Management
N/A—14,245-14,245-100%$3.1M———
Metis Global Partners, LLC
N/A—14,118-14,118-100%$3.1M———
Brown Brothers Harriman & Co
N/A—14,045-14,045-100%$3.1M———
Stonebridge Financial Group, LLC
N/A—13,939-13,939-100%$3.1K———
Moors & Cabot, Inc.
N/A—13,900-13,900-100%$3.1M———
Leavell Investment Management, Inc.
N/A—13,812-13,812-100%$3.1M———
Chelsea Counsel Co
N/A—13,713-13,713-100%$3.0M———
Bank of Hawaii
N/A—13,428-13,428-100%$3.0M———
Summit Financial, LLC
N/A—13,417-13,417-100%$3.0M———
Harbour Investments, Inc.
N/A—13,414-13,414-100%$3.0M———
Brevan Howard Capital Management LP
N/A—13,005-13,005-100%$2.9M———
Easterly Investment Partners LLC
N/A—13,000-13,000-100%$2.9M———
Martingale Asset Management L P
N/A—12,816-12,816-100%$2.8M———
Liberty One Investment Management, LLC
N/A—12,804-12,804-100%$2.8M———
Advisory Services Network, LLC
N/A—12,744-12,744-100%$2.8M———
AE Wealth Management LLC
N/A—12,676-12,676-100%$2.8M———
Amova Asset Management Americas, Inc.
N/A—12,643-12,643-100%$2.8M———
Union Square Park Capital Management, LLC
N/A—12,500-12,500-100%$2.8M———
Lifeworks Advisors, LLC
N/A—12,463-12,463-100%$2.8M———
Bank of Nova Scotia Trust Co
N/A—12,371-12,371-100%$2.7M———
Dark Forest Capital Management LP
N/A—12,327-12,327-100%$2.7M———
Principal Securities, Inc.
N/A—12,287-12,287-100%$2.7M———
Summit Trail Advisors, LLC
N/A—12,146-12,146-100%$2.7M———
B & T Capital Management DBA Alpha Capital Management
N/A—12,120-12,120-100%$2.7M———
E Fund Management Co., Ltd.
N/A—12,090-12,090-100%$2.7M———
Bearing Point Capital, LLC
N/A—11,928-11,928-100%$2.6M———
Elk River Wealth Management LLC
N/A—11,663-11,663-100%$2.6M———
SVB Wealth LLC
N/A—11,589-11,589-100%$2.6M———
Empirical Finance, LLC
N/A—11,511-11,511-100%$2.5M———
BlueCrest Capital Management Ltd
N/A—11,400-11,400-100%$2.5M———
Marshall Wace, LLP
N/A—11,312-11,312-100%$2.5M———
Aureus Asset Management, LLC
N/A—11,159-11,159-100%$2.5M———
Bridges Investment Management Inc
N/A—11,125-11,125-100%$2.5M———
Wisconsin Capital Management LLC
N/A—10,981-10,981-100%$2.4M———
Wealthspire Advisors, LLC
N/A—10,604-10,604-100%$2.3M———
Ingalls & Snyder LLC
N/A—10,516-10,516-100%$2.3K———
HighPoint Advisor Group LLC
N/A—10,385-10,385-100%$2.3M———
Bollard Group LLC
N/A—10,373-10,373-100%$2.3K———
Lighthouse Investment Partners, LLC
N/A—10,360-10,360-100%$2.3M———
Pure Financial Advisors, LLC
N/A—10,236-10,236-100%$2.3M———
Callan Family Office, LLC
N/A—10,170-10,170-100%$2.2M———
BFC Planning, Inc.
N/A—10,155-10,155-100%$2.2M———
Generali Powszechne Towarzystwo Emerytalne
N/A—10,059-10,059-100%$2.2M———
IHT Wealth Management, LLC
N/A—9,992-9,992-100%$2.2M———
RiverFront Investment Group, LLC
N/A—9,925-9,925-100%$2.2M———
Brooks, Moore & Associates, Inc.
N/A—9,885-9,885-100%$2.2M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—9,546-9,546-100%$2.1M———
Mufg Securities Americas Inc.
N/A—9,543-9,543-100%$2.1M———
Van Hulzen Asset Management, LLC
N/A—9,513-9,513-100%$2.1M———
Stock Yards Bank & Trust Co
N/A—9,353-9,353-100%$2.1M———
Camarda Financial Advisors, LLC
N/A—9,117-9,117-100%$2.0M———
LOM Asset Management Ltd
N/A—9,081-9,081-100%$2.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—8,786-8,786-100%$1.9M———
Accent Capital Management, LLC
N/A—8,756-8,756-100%$1.9M———
Rodgers Brothers Inc.
N/A—8,751-8,751-100%$1.9M———
First Western Trust Bank
N/A—8,574-8,574-100%$1.9M———
Clayton Partners LLC
N/A—8,489-8,489-100%$1.9M———
Independent Advisor Alliance
N/A—8,421-8,421-100%$1.9M———
Securian Asset Management, Inc
N/A—8,407-8,407-100%$1.8M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—8,352-8,352-100%$1.8M———
Hemenway Trust Co LLC
N/A—8,311-8,311-100%$1.8M———
Evercore Wealth Management, LLC
N/A—8,295-8,295-100%$1.8M———
First National Bank & Trust Co of Newtown
N/A—8,278-8,278-100%$1.7M———
Emerald Investment Advisers, LLC
N/A—8,257-8,257-100%$1.8M———
Diversified Trust Co
N/A—8,241-8,241-100%$1.8M———
Schonfeld Strategic Advisors LLC
N/A—8,208-8,208-100%$1.8M———
Curi Capital, LLC
N/A—8,197-8,197-100%$1.8M———
All Terrain Financial Advisors, LLC
N/A—8,118-8,118-100%$1.8M———
Kensington Investment Counsel, LLC
N/A—8,107-8,107-100%$1.8M———
Cambient Family Office, LLC
N/A—8,017-8,017-100%$1.8M———
Barbara Oil Co.
N/A—8,000-8,000-100%$1.8M———
Bartlett & Co. Wealth Management LLC
N/A—7,977-7,977-100%$1.8M———
Meeder Advisory Services, Inc.
N/A—7,860-7,860-100%$1.7M———
Meiji Yasuda Asset Management Co Ltd.
N/A—7,859-7,859-100%$1.7M———
SCS Capital Management LLC
N/A—7,768-7,768-100%$1.7M———
Nicolet Bankshares Inc
N/A—7,648-7,648-100%$1.7M———
Capital Analysts, LLC
N/A—7,626-7,626-100%$1.7K———
Chilton Investment Co Inc.
N/A—7,592-7,592-100%$1.7M———
Asahi Life Asset Management Co., Ltd.
N/A—7,546-7,546-100%$1.7M———
PIN OAK Investment Advisors Inc
N/A—7,492-7,492-100%$1.7M———
Transcend Capital Advisors, LLC
N/A—7,368-7,368-100%$1.6M———
William Blair Investment Management, LLC
N/A—7,291-7,291-100%$1.6M———
Baldwin Investment Management, LLC
N/A—7,035-7,035-100%$1.6M———
Focus Partners Advisor Solutions, LLC
N/A—6,993-6,993-100%$1.5M———
Broyhill Asset Management, LLC
N/A—6,851-6,851-100%$1.5M———
Headinvest, LLC
N/A—6,739-6,739-100%$1.5M———
Roundview Capital LLC
N/A—6,684-6,684-100%$1.5M———
PFG Investments, LLC
N/A—6,669-6,669-100%$1.5M———
Heritage Trust Co
N/A—6,654-6,654-100%$1.5M———
Fort Sheridan Advisors LLC
N/A—6,593-6,593-100%$1.5M———
Johnson Financial Group, Inc.
N/A—6,555-6,555-100%$1.4M———
American Money Management, LLC
N/A—6,546-6,546-100%$1.4M———
Vickerman Investment Advisors, Inc.
N/A—6,524-6,524-100%$1.4M———
Atom Investors LP
N/A—6,515-6,515-100%$1.4M———
Oversea-Chinese Banking Corp Ltd
N/A—6,500-6,500-100%$1.4M———
American Trust
N/A—6,461-6,461-100%$1.4M———
Tower Research Capital LLC (TRC)
N/A—6,409-6,409-100%$1.4M———
RNC Capital Management LLC
N/A—6,358-6,358-100%$1.4M———
Vestcor Inc
N/A—6,335-6,335-100%$1.4K———
44 Wealth Management LLC
N/A—6,332-6,332-100%$1.4M———
Fidelis Capital Partners, LLC
N/A—6,276-6,276-100%$1.4M———
Hall Capital Management Co Inc
N/A—6,253-6,253-100%$1.4M———
Moore Capital Management, LP
N/A—6,249-6,249-100%$1.4M———
Pine Valley Investments Ltd Liability Co
N/A—6,197-6,197-100%$1.4M———
Resources Management Corp
N/A—6,179-6,179-100%$1.4M———
Walsky Investment Management, Inc.
N/A—6,159-6,159-100%$1.4M———
Spartan Wealth Advisory Services LLC
N/A—6,135-6,135-100%$1.4M———
Tevis Investment Management
N/A—6,106-6,106-100%$1.3M———
AlTi Global, Inc.
N/A—6,104-6,104-100%$1.3M———
Westchester Capital Management, LLC
N/A—6,087-6,087-100%$1.3M———
OneDigital Investment Advisors LLC
N/A—6,066-6,066-100%$1.3M———
Cvfg LLC
N/A—6,012-6,012-100%$1.3M———
Ameritas Advisory Services, LLC
N/A—6,006-6,006-100%$1.3M———
Covalis Capital LLP
N/A—6,000-6,000-100%$1.3M———
EagleClaw Capital Managment, LLC
N/A—5,999-5,999-100%$1.3M———
Spinnaker Trust
N/A—5,987-5,987-100%$1.3M———
Clark Capital Management Group, Inc.
N/A—5,987-5,987-100%$1.3M———
Naviter Wealth, LLC
N/A—5,957-5,957-100%$1.3M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—5,934-5,934-100%$1.3M———
Global Retirement Partners, LLC
N/A—5,912-5,912-100%$1.3M———
Holderness Investments Co
N/A—5,877-5,877-100%$1.3M———
Thoroughbred Financial Services, LLC
N/A—5,863-5,863-100%$1.3K———
Essex Financial Services, Inc.
N/A—5,800-5,800-100%$1.3M———
Zhang Financial LLC
N/A—5,685-5,685-100%$1.3M———
Azimuth Capital Investment Management LLC
N/A—5,655-5,655-100%$1.3M———
Argo Wealth Advisory, LLC
N/A—5,594-5,594-100%$1.2M———
Mutual Advisors, LLC
N/A—5,593-5,593-100%$1.2M———
Kintayl Capital LP
N/A—5,580-5,580-100%$1.2M———
Money Concepts Capital Corp
N/A—5,520-5,520-100%$1.2M———
White Pine Capital LLC
N/A—5,467-5,467-100%$1.2M———
Choate Investment Advisors
N/A—5,429-5,429-100%$1.2M———
Intrust Bank NA
N/A—5,380-5,380-100%$1.2M———
Sargent Investment Group, LLC
N/A—5,365-5,365-100%$1.2M———
Stratos Investment Management, LLC
N/A—5,359-5,359-100%$1.2M———
Palouse Capital Management, Inc.
N/A—5,342-5,342-100%$1.2M———
IAM Advisory, LLC
N/A—5,337-5,337-100%$1.2M———
Founders Financial Alliance, LLC
N/A—5,332-5,332-100%$1.2M———
Wills Financial Group LLC
N/A—5,307-5,307-100%$1.2M———
Savvy Advisors, Inc.
N/A—5,261-5,261-100%$1.2M———
Mitchell Mcleod Pugh & Williams Inc
N/A—5,246-5,246-100%$1.2M———
Icici Prudential Asset Management Co Ltd
N/A—5,239-5,239-100%$1.2M———
SouthState Bank Corp
N/A—5,215-5,215-100%$1.2M———
Hardy Reed LLC
N/A—5,208-5,208-100%$1.2M———
Beaton Management Co. Inc.
N/A—5,198-5,198-100%$1.1K———
Dynasty Wealth Management, LLC
N/A—5,175-5,175-100%$1.1M———
Syon Capital LLC
N/A—5,157-5,157-100%$1.1M———
Empire Financial Management Company, LLC
N/A—5,151-5,151-100%$1.1M———
Buckley Wealth Management, LLC
N/A—5,041-5,041-100%$1.1M———
Alpine Global Management, LLC
N/A—5,000-5,000-100%$1.1M———
Water Island Capital LLC
N/A—5,000-5,000-100%$1.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,000-5,000-100%$1.1M———
RBF Capital, LLC
N/A—5,000-5,000-100%$1.1M———
Cobalt Capital Management, Inc.
N/A—5,000-5,000-100%$1.1M———
T. Rowe Price Investment Management, Inc.
N/A—4,930-4,930-100%$1.1K———
OFI Invest Asset Management
N/A—4,859-4,859-100%$1.0M———
Xcelsior Advisor Partners LLC
N/A—4,827-4,827-100%$1.1M———
HBK Sorce Advisory LLC
N/A—4,816-4,816-100%$980.7K———
Marietta Investment Partners LLC
N/A—4,810-4,810-100%$1.1M———
Bluespring Wealth Management, LLC
N/A—4,749-4,749-100%$1.0M———
Twin Capital Management Inc
N/A—4,744-4,744-100%$1.0M———
Osprey Private Wealth LLC
N/A—4,731-4,731-100%$1.0M———
Diamant Asset Management, Inc.
N/A—4,720-4,720-100%$1.0M———
Colrain Capital LLC
N/A—4,650-4,650-100%$1.0M———
Zurich Insurance Group Ltd
N/A—4,600-4,600-100%$1.0M———
Peloton Wealth Strategists
N/A—4,575-4,575-100%$1.0K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—4,506-4,506-100%$996.2K———
Advisors Preferred, LLC
N/A—4,500-4,500-100%$1.1M———
Kesler, Norman & Wride, LLC
N/A—4,484-4,484-100%$991.3K———
Round Rock Advisors LLC
N/A—4,480-4,480-100%$990.2K———
Prelude Capital Management, LLC
N/A—4,475-4,475-100%$989.3K———
NorthRock Partners, LLC
N/A—4,468-4,468-100%$987.8K———
Schulhoff & Co Inc
N/A—4,417-4,417-100%$976.5K———
ST Germain D J Co Inc
N/A—4,379-4,379-100%$968.1K———
Smith, Moore & Co.
N/A—4,312-4,312-100%$953.3K———
Delaney Dennis R
N/A—4,307-4,307-100%$952.2K———
Great Lakes Advisors, LLC
N/A—4,254-4,254-100%$940.5K———
Harvest Investment Advisors, LLC
N/A—4,209-4,209-100%$930.5K———
Moneta Group Investment Advisors LLC
N/A—4,164-4,164-100%$920.6K———
Potomac Fund Management Inc
N/A—4,150-4,150-100%$917.5K———
Kovack Advisors, Inc.
N/A—4,136-4,136-100%$934.0K———
IFC Advisors LLC
N/A—4,088-4,088-100%$903.8K———
Foundations Investment Advisors, LLC
N/A—4,082-4,082-100%$902.3K———
Hilltop Holdings Inc.
N/A—4,074-4,074-100%$900.6K———
Owlhouse Capital LP
N/A—4,050-4,050-100%$895.4K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—4,043-4,043-100%$893.9K———
Douglass Winthrop Advisors, LLC
N/A—4,028-4,028-100%$890.5K———
Schnieders Capital Management, Llc.
N/A—4,025-4,025-100%$889.8K———
Dodge & COX
N/A—4,009-4,009-100%$886.3K———
SageGuard Financial Group, LLC
N/A—4,007-4,007-100%$885.9K———
Tiaa Wealth Investment Management LLC
N/A—4,006-4,006-100%$885.6K———
Graham Capital Management, L.P.
N/A—4,000-4,000-100%$884.3K———
Miller Capital Partners, Inc.
N/A—3,988-3,988-100%$881.7K———
Private Wealth Asset Management, LLC
N/A—3,971-3,971-100%$877.9K———
Alan B Lancz & Associates, Inc.
N/A—3,839-3,839-100%$848.7K———
Beacon Investment Advisors LLC
N/A—3,818-3,818-100%$844.1K———
Aegis Wealth Management LLC
N/A—3,770-3,770-100%$833.5K———
Fairfield, Bush & Co.
N/A—3,720-3,720-100%$822.4K———
Foster & Motley Inc
N/A—3,717-3,717-100%$822———
Texas Capital Bank Wealth Management Services Inc
N/A—3,706-3,706-100%$819.3K———
Crews Bank & Trust
N/A—3,705-3,705-100%$819.1K———
Garrison Point Advisors, LLC
N/A—3,666-3,666-100%$810.5K———
Per Stirling Capital Management, Llc.
N/A—3,659-3,659-100%$808.9K———
Harbour Investment Management LLC
N/A—3,651-3,651-100%$807.2K———
Monetary Management Group Inc
N/A—3,612-3,612-100%$798.7K———
Icon Wealth Advisors, LLC
N/A—3,584-3,584-100%$792.4K———
Checchi Capital Advisers, LLC
N/A—3,579-3,579-100%$789.7K———
Winch Advisory Services, LLC
N/A—3,518-3,518-100%$777.8K———
Ally Financial Inc.
N/A—3,500-3,500-100%$773.8K———
Sound View Wealth Advisors Group, LLC
N/A—3,496-3,496-100%$772.9K———
BOK Financial Private Wealth, Inc.
N/A—3,491-3,491-100%$771.7K———
MWA Asset Management
N/A—3,491-3,491-100%$771.8K———
Meiji Yasuda Life Insurance Co
N/A—3,490-3,490-100%$771.6K———
Permanent Capital Management, LP
N/A—3,445-3,445-100%$761.6K———
Redwood Investment Management, LLC
N/A—3,419-3,419-100%$756.0K———
Tyche Wealth Partners LLC
N/A—3,391-3,391-100%$749.7K———
Granite Harbor Advisors, Inc.
N/A—3,388-3,388-100%$749.0K———
Somerville Kurt F
N/A—3,288-3,288-100%$726.9K———
Horizon Kinetics Asset Management LLC
N/A—3,286-3,286-100%$726.5K———
Clearstead Trust, LLC
N/A—3,261-3,261-100%$720.8K———
McMillan Office, Inc.
N/A—3,259-3,259-100%$720.5K———
First American Trust, FSB
N/A—3,258-3,258-100%$720.0K———
Generali Investments Towarzystwo Funduszy Inwestycyjnych
N/A—3,250-3,250-100%$718.5K———
SageView Advisory Group, LLC
N/A—3,247-3,247-100%$717.7K———
Bedel Financial Consulting, Inc.
N/A—3,212-3,212-100%$710.1K———
Gladstone Institutional Advisory LLC
N/A—3,183-3,183-100%$703.7K———
Navalign, LLC
N/A—3,178-3,178-100%$702.6K———
Ramirez Asset Management, Inc.
N/A—3,162-3,162-100%$699.1K———
BankPlus Trust Department
N/A—3,153-3,153-100%$697.0K———
Broadwater Capital Management LLC
N/A—3,116-3,116-100%$688.9K———
Ridge Creek Global, Inc
N/A—3,093-3,093-100%$683.8K———
Davis R M Inc
N/A—3,046-3,046-100%$673.4K———
Front Row Advisors LLC
N/A—3,023-3,023-100%$501.6K———
Belpointe Asset Management LLC
N/A—2,994-2,994-100%$661.9K———
Ironwood Investment Counsel, LLC
N/A—2,989-2,989-100%$660.8K———
Dearborn Partners LLC
N/A—2,962-2,962-100%$654.8K———
Mosaic Family Wealth Partners, LLC
N/A—2,957-2,957-100%$653.7K———
Luken Investment Analytics, LLC
N/A—2,953-2,953-100%$652.8K———
Intellectus Partners, LLC
N/A—2,948-2,948-100%$651.7K———
Anchor Bay Capital, Inc.
N/A—2,923-2,923-100%$476.7K———
Argent Advisors, Inc.
N/A—2,916-2,916-100%$643.4K———
Whalerock Point Partners, LLC
N/A—2,892-2,892-100%$639.4K———
Kirtland Hills Capital Management, LLC
N/A—2,875-2,875-100%$635.6K———
Dana Investment Advisors, Inc.
N/A—2,873-2,873-100%$635.1K———
Arbor Trust Wealth Advisors, LLC
N/A—2,866-2,866-100%$633.7K———
Meridian Wealth Advisors, LLC
N/A—2,859-2,859-100%$632.1K———
Valmark Advisers, Inc.
N/A—2,849-2,849-100%$629.9K———
First Foundation Advisors
N/A—2,846-2,846-100%$629.2K———
Kiley Juergens Wealth Management, LLC
N/A—2,832-2,832-100%$626.1K———
S&CO Inc
N/A—2,821-2,821-100%$623———
Viawealth, LLC
N/A—2,779-2,779-100%$614.4K———
Western Wealth Management, LLC
N/A—2,776-2,776-100%$613.7K———
Apriem Advisors
N/A—2,770-2,770-100%$612.4K———
Park Place Capital Corp
N/A—2,763-2,763-100%$610.7K———
Triton Financial Group Inc
N/A—2,756-2,756-100%$609.3K———
Stratos Wealth Advisors, LLC
N/A—2,750-2,750-100%$608.0K———
River Wealth Advisors LLC
N/A—2,746-2,746-100%$607.1K———
Kintra Wealth, LLC
N/A—2,737-2,737-100%$464.8K———
Meadowbrook Advisors Group, LLC
N/A—2,710-2,710-100%$599.1K———
GTS Securities LLC
N/A—2,704-2,704-100%$597.8K———
Harvey Capital Management Inc
N/A—2,649-2,649-100%$585.6K———
Ellenbecker Investment Group
N/A—2,613-2,613-100%$577.7K———
Aurdan Capital Management, LLC
N/A—2,571-2,571-100%$568.4K———
LRI Investments, LLC
N/A—2,555-2,555-100%$564.9K———
Nexpoint Asset Management, L.P.
N/A—2,550-2,550-100%$563.8K———
Wealth Alliance, LLC
N/A—2,528-2,528-100%$558.9K———
Ausdal Financial Partners, Inc.
N/A—2,527-2,527-100%$558.7K———
Spirepoint Private Client, LLC
N/A—2,506-2,506-100%$554.0K———
Prestige Wealth Management Group LLC
N/A—2,502-2,502-100%$553.1K———
Palogic Value Management, L.P.
N/A—2,499-2,499-100%$552.5K———
New England Asset Management Inc
N/A—2,490-2,490-100%$550.5K———
Cahill Financial Advisors Inc
N/A—2,484-2,484-100%$549.2K———
Aspen Grove Capital, LLC
N/A—2,448-2,448-100%$541.4K———
Purkiss Capital Advisors LLC
N/A—2,444-2,444-100%$540.3K———
GKV Capital Management Co., Inc.
N/A—2,400-2,400-100%$530.6K———
Financial Sense Advisors, Inc.
N/A—2,391-2,391-100%$528.6K———
Forum Finance Group S.A.
N/A—2,383-2,383-100%$424———
Bernard Wealth Management Corp.
N/A—2,382-2,382-100%$526.6K———
Cambria Investment Management, L.P.
N/A—2,377-2,377-100%$525.6K———
Wellington Grp LLC
N/A—2,372-2,372-100%$524.4K———
Elefante Mark B
N/A—2,369-2,369-100%$523.7K———
Berger Financial Group, Inc
N/A—2,363-2,363-100%$522.4K———
Institute for Wealth Management, Llc.
N/A—2,349-2,349-100%$519.3K———
LMR Partners LLP
N/A—2,345-2,345-100%$518.4K———
Federated Hermes, Inc.
N/A—2,324-2,324-100%$513.8K———
Regal Investment Advisors LLC
N/A—2,322-2,322-100%$513.3K———
Snowwater Investment Partners, LLC
N/A—2,301-2,301-100%$508.7K———
Caldwell Sutter Capital, Inc.
N/A—2,288-2,288-100%$505.8K———
Tiaa Trust, National Association
N/A—2,271-2,271-100%$502.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,257-2,257-100%$499.0K———
Townsquare Capital LLC
N/A—2,251-2,251-100%$497.7K———
Bayesian Capital Management, LP
N/A—2,250-2,250-100%$497.4K———
Prosperity Consulting Group, LLC
N/A—2,245-2,245-100%$496.3K———
Broderick Brian C
N/A—2,241-2,241-100%$495.4K———
Pallas Capital Advisors LLC
N/A—2,239-2,239-100%$495.0K———
Transamerica Financial Advisors, LLC
N/A—2,222-2,222-100%$491.5K———
Frec Markets, Inc.
N/A—2,186-2,186-100%$483.3K———
NCM Capital Management, LLC
N/A—2,184-2,184-100%$482.8K———
Main Street Financial Solutions, LLC
N/A—2,176-2,176-100%$481.1K———
Tradition Wealth Management, LLC
N/A—2,159-2,159-100%$477.3K———
Aristotle Capital Management, LLC
N/A—2,143-2,143-100%$473.8K———
Donaldson Capital Management, LLC
N/A—2,131-2,131-100%$470.7K———
Zacks Investment Management
N/A—2,131-2,131-100%$471.2K———
Drucker Wealth 3.0, LLC
N/A—2,121-2,121-100%$468.9K———
Strategic Wealth Partners, Ltd.
N/A—2,116-2,116-100%$467.8K———
Level Four Advisory Services, LLC
N/A—2,113-2,113-100%$467.2K———
US Asset Management LLC
N/A—2,104-2,104-100%$465.2K———
Lafayette Investments, Inc.
N/A—2,095-2,095-100%$463.2K———
Simmons Bank
N/A—2,092-2,092-100%$460.8K———
Ameriflex Group, Inc.
N/A—2,056-2,056-100%$454.5K———
Brave Asset Management Inc
N/A—1,997-1,997-100%$441.5K———
Hudson Portfolio Management LLC
N/A—1,987-1,987-100%$439.3K———
SummitTX Capital, L.P.
N/A—1,977-1,977-100%$437.1K———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—1,955-1,955-100%$432.2K———
Boston Family Office LLC
N/A—1,951-1,951-100%$431———
Strathmore Capital Advisors, Inc.
N/A—1,941-1,941-100%$388.5K———
Phoenix Financial Ltd.
N/A—1,939-1,939-100%$428.7K———
FAS Wealth Partners, Inc.
N/A—1,925-1,925-100%$425.6K———
Baker Avenue Asset Management, LP
N/A—1,922-1,922-100%$424.9K———
Quotient Wealth Partners, LLC
N/A—1,918-1,918-100%$424.0K———
Adalta Capital Management LLC
N/A—1,890-1,890-100%$417.8K———
Longfellow Investment Management Co LLC
N/A—1,888-1,888-100%$417.4K———
Red Door Wealth Management, LLC
N/A—1,874-1,874-100%$414.3K———
Catalyst Financial Partners LLC
N/A—1,861-1,861-100%$411.4K———
Legacy Financial Advisors, Inc.
N/A—1,858-1,858-100%$410.8K———
Shufro Rose & Co LLC
N/A—1,857-1,857-100%$410.5K———
Carl P. Sherr & Co., LLC
N/A—1,851-1,851-100%$409.2K———
Bank of Marin
N/A—1,817-1,817-100%$401.7K———
ABN Amro Bank N.V.
N/A—1,816-1,816-100%$400.7K———
Game Plan Financial Advisors, LLC
N/A—1,812-1,812-100%$400.6K———
Wealth Management Associates, Inc.
N/A—1,799-1,799-100%$397.7K———
Lumbard & Kellner, LLC
N/A—1,787-1,787-100%$395.2K———
Paradigm Capital Management, LLC
N/A—1,785-1,785-100%$395———
Evernest Financial Advisors, LLC
N/A—1,775-1,775-100%$392.4K———
Patron Partners, LLC
N/A—1,748-1,748-100%$386.4K———
Rehmann Capital Advisory Group
N/A—1,743-1,743-100%$385.3K———
PCM Encore, LLC
N/A—1,727-1,727-100%$381.8K———
Minot DeBlois Advisors LLC
N/A—1,716-1,716-100%$379.4K———
Pitcairn Wealth Advisors LLC
N/A—1,698-1,698-100%$375.4K———
Mmbg Investment Advisors Co.
N/A—1,686-1,686-100%$372.7K———
Palumbo Wealth Management LLC
N/A—1,683-1,683-100%$372.1K———
Qtron Investments LLC
N/A—1,657-1,657-100%$366.3K———
Jaffetilchin Investment Partners, LLC
N/A—1,645-1,645-100%$363.6K———
Advisory Alpha, LLC
N/A—1,642-1,642-100%$363.0K———
Charter Research & Investment Group, Inc.
N/A—1,635-1,635-100%$361.5K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—1,619-1,619-100%$357.9K———
Cary Street Partners Investment Advisory LLC
N/A—1,617-1,617-100%$357.5K———
Magnolia Capital Advisors LLC
N/A—1,614-1,614-100%$356.8K———
LGT Fund Management Co Ltd.
N/A—1,600-1,600-100%$353.7K———
Cladis Investment Advisory, LLC
N/A—1,594-1,594-100%$352.4K———
WJ Financial Advisors LLC
N/A—1,594-1,594-100%$352.4K———
Allred Capital Management, LLC
N/A—1,593-1,593-100%$352.3K———
Coign Capital Advisors LLC
N/A—1,587-1,587-100%$350.9K———
Bolthouse Investments, LLC
N/A—1,582-1,582-100%$349.7K———
EFG International AG
N/A—1,545-1,545-100%$341.6K———
Fortune Financial Advisors, LLC
N/A—1,544-1,544-100%$341.3K———
King Wealth Management Group
N/A—1,537-1,537-100%$340———
Twin Lakes Capital Management, LLC
N/A—1,532-1,532-100%$338.7K———
Godshalk Welsh Capital Management, Inc.
N/A—1,528-1,528-100%$337.8K———
Marshall Financial Group, LLC
N/A—1,504-1,504-100%$332.5K———
Florida Financial Advisors, LLC
N/A—1,504-1,504-100%$332.5K———
De Lisle Partners LLP
N/A—1,500-1,500-100%$331.6K———
Aventura Private Wealth, LLC
N/A—1,491-1,491-100%$329.6K———
Resurgent Financial Advisors LLC
N/A—1,480-1,480-100%$327.2K———
USA Financial Formulas
N/A—1,472-1,472-100%$325.4K———
Trivium Point Advisory, LLC
N/A—1,463-1,463-100%$323.4K———
Keel Point, LLC
N/A—1,453-1,453-100%$321.2K———
Wealthquest Corp
N/A—1,452-1,452-100%$321.0K———
Perennial Investment Advisors, LLC
N/A—1,450-1,450-100%$320.6K———
Cozad Asset Management Inc
N/A—1,433-1,433-100%$316.8K———
Allianz SE
N/A—1,420-1,420-100%$313.9K———
DF Dent & Co Inc
N/A—1,416-1,416-100%$313.0K———
LOS Angeles Capital Management LLC
N/A—1,409-1,409-100%$311.5K———
Vanguard National Trust Co
N/A—1,406-1,406-100%$310.8K———
IFG Advisory, LLC
N/A—1,405-1,405-100%$310.6K———
RB Capital Management, LLC
N/A—1,385-1,385-100%$306.2K———
KDT Advisors, LLC
N/A—1,380-1,380-100%$305.1K———
CIM Investment Management Inc
N/A—1,379-1,379-100%$304.9K———
Summit Wealth Partners, LLC
N/A—1,378-1,378-100%$304.6K———
West Family Investments, Inc.
N/A—1,377-1,377-100%$304.4K———
Westfuller Advisors, LLC
N/A—1,376-1,376-100%$304.2K———
Rothschild Wealth LLC
N/A—1,375-1,375-100%$304.0K———
Graybill Wealth Management, Ltd.
N/A—1,374-1,374-100%$303.8K———
Personal CFO Solutions, LLC
N/A—1,369-1,369-100%$302.7K———
Oxbow Advisors, LLC
N/A—1,355-1,355-100%$299.5K———
Waddell & Associates, LLC
N/A—1,349-1,349-100%$298.2K———
Fielder Capital Group LLC
N/A—1,343-1,343-100%$296.9K———
Proficio Capital Partners LLC
N/A—1,334-1,334-100%$294.9K———
Athena Investment Management
N/A—1,328-1,328-100%$293.6K———
W1m Asset Management Ltd
N/A—1,319-1,319-100%$291.1K———
Mark Sheptoff Financial Planning, LLC
N/A—1,304-1,304-100%$288.3K———
BSW Wealth Partners
N/A—1,302-1,302-100%$287.8K———
Compass Capital Management, Inc
N/A—1,300-1,300-100%$287.4K———
Fort Point Capital Partners LLC
N/A—1,295-1,295-100%$286.3K———
Earned Wealth Advisors, LLC
N/A—1,290-1,290-100%$285.2K———
Cornerstone Advisory, LLC
N/A—1,288-1,288-100%$284.8K———
Cape COD Five Cents Savings Bank
N/A—1,288-1,288-100%$284.8K———
Gateway Wealth Partners, LLC
N/A—1,282-1,282-100%$283.4K———
Waterloo Capital, L.P.
N/A—1,282-1,282-100%$283.4K———
Mission Creek Capital Partners, Inc.
N/A—1,280-1,280-100%$283.0K———
Performance Wealth Partners, LLC
N/A—1,270-1,270-100%$280.8K———
Ostrum Asset Management
N/A—1,260-1,260-100%$278.6K———
Portland Global Advisors LLC
N/A—1,257-1,257-100%$277.9K———
Pgim Custom Harvest LLC
N/A—1,253-1,253-100%$277.0K———
Ceeto Capital Group, LLC
N/A—1,250-1,250-100%$276———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,242-1,242-100%$274.6K———
Guardian Wealth Advisors, LLC / NC
N/A—1,241-1,241-100%$274.4K———
Wrapmanager Inc
N/A—1,239-1,239-100%$273.9K———
TFR Capital, Llc.
N/A—1,237-1,237-100%$273.5K———
Venturi Wealth Management, LLC
N/A—1,233-1,233-100%$272.6K———
CSS LLC
N/A—1,225-1,225-100%$270.8K———
Next Capital Management LLC
N/A—1,220-1,220-100%$269.7K———
Heritage Wealth Advisors
N/A—1,215-1,215-100%$268.6K———
Circle Wealth Management, LLC
N/A—1,211-1,211-100%$267.7K———
AssuredPartners Investment Advisors, LLC
N/A—1,207-1,207-100%$266.9K———
Wealthspire Retirement, LLC
N/A—1,201-1,201-100%$265.5K———
WPWealth LLP
N/A—1,200-1,200-100%$265.3K———
Encore Global Management, LP
N/A—1,200-1,200-100%$265.3K———
Rexford Capital Inc
N/A—1,190-1,190-100%$263.1K———
IMA Advisory Services, Inc.
N/A—1,179-1,179-100%$260.7K———
Marble Harbor Investment Counsel, LLC
N/A—1,176-1,176-100%$260.0K———
Minneapolis Portfolio Management Group, LLC
N/A—1,175-1,175-100%$259.8K———
First Dallas Securities Inc.
N/A—1,175-1,175-100%$259.8K———
Bank OZK
N/A—1,170-1,170-100%$258.7K———
Auxano Advisors, LLC
N/A—1,169-1,169-100%$258.4K———
Sivia Capital Partners, LLC
N/A—1,165-1,165-100%$257.6K———
Quantum Portfolio Management LLC
N/A—1,156-1,156-100%$255.6K———
Oxford Financial Group, Ltd. LLC
N/A—1,153-1,153-100%$254.9K———
Laffer Tengler Investments, Inc.
N/A—1,153-1,153-100%$254.9K———
Keebeck Wealth Management
N/A—1,150-1,150-100%$254.2K———
Menora Mivtachim Holdings Ltd.
N/A—1,150-1,150-100%$254.2K———
Legacy Edge Advisors, LLC
N/A—1,145-1,145-100%$253.1K———
Bridgewater Advisors Inc.
N/A—1,138-1,138-100%$236.2K———
Ethos Financial Group, LLC
N/A—1,131-1,131-100%$232.1K———
Bulltick Wealth Management, LLC
N/A—1,115-1,115-100%$246.5K———
Gallagher Fiduciary Advisors, LLC
N/A—1,113-1,113-100%$246.1K———
Hayek Kallen Investment Management
N/A—1,105-1,105-100%$244.0K———
Klcm Advisors, Inc.
N/A—1,093-1,093-100%$241.6K———
NCP Inc.
N/A—1,091-1,091-100%$241.2K———
Integrated Investment Consultants, LLC
N/A—1,088-1,088-100%$240.5K———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,087-1,087-100%$240.3K———
Drive Wealth Management, LLC
N/A—1,082-1,082-100%$239.2K———
Cardiff Park Advisors, LLC
N/A—1,081-1,081-100%$239.0K———
Faithward Advisors, LLC
N/A—1,080-1,080-100%$238.8K———
RED Reef Advisors LLC
N/A—1,074-1,074-100%$237.4K———
Symphony Financial Services, Inc.
N/A—1,058-1,058-100%$233.9K———
Polymer Capital Management (US) LLC
N/A—1,040-1,040-100%$229.9K———
OneAscent Financial Services LLC
N/A—1,030-1,030-100%$227.6K———
Tudor Financial Inc.
N/A—1,025-1,025-100%$226.6K———
Peak Asset Management, LLC
N/A—1,024-1,024-100%$226.4K———
Private Capital Management, LLC
N/A—1,022-1,022-100%$225.9K———
Massar Capital Management, LP
N/A—1,021-1,021-100%$225.7K———
Westerkirk Capital Inc.
N/A—1,018-1,018-100%$225.1K———
Rockbridge Investment Management, LCC
N/A—1,017-1,017-100%$224.8K———
Bouchey Financial Group, Ltd.
N/A—1,017-1,017-100%$224.8K———
Centaurus Financial, Inc.
N/A—1,016-1,016-100%$225.0K———
Camelot Portfolios, LLC
N/A—1,015-1,015-100%$224.5K———
Spectrum Investment Advisors, Inc.
N/A—1,013-1,013-100%$224.0K———
Kavar Capital Partners Group, LLC
N/A—1,013-1,013-100%$224.0K———
Engineers Gate Manager LP
N/A—1,006-1,006-100%$222.4K———
Bull Harbor Capital LLC
N/A—1,004-1,004-100%$222.0K———
Doheny Asset Management
N/A—995-995-100%$220———
Lowe Brockenbrough & Co Inc
N/A—979-979-100%$216.4K———
Sandhill Capital Partners LLC
N/A—978-978-100%$216.2K———
One Wealth Advisors, LLC
N/A—970-970-100%$214.4K———
Spreng Capital Management, Inc.
N/A—968-968-100%$214.0K———
TRB Wealth Management, LLC
N/A—965-965-100%$213.2K———
Rice Partnership, LLC
N/A—959-959-100%$212.0K———
Optas, LLC
N/A—955-955-100%$211.1K———
Cercano Management LLC
N/A—950-950-100%$210.0K———
LSV Asset Management
N/A—950-950-100%$210———
Marex Group Ltd
N/A—949-949-100%$209.8K———
Sagewood Asset Management LP
N/A—945-945-100%$208.9K———
360 Financial, Inc.
N/A—942-942-100%$208.3K———
Medallion Wealth Advisors, LLC
N/A—941-941-100%$208.0K———
Addison Capital Co
N/A—941-941-100%$208.0K———
Polar Asset Management Partners Inc.
N/A—934-934-100%$206.5K———
Wulff, Hansen & Co.
N/A—929-929-100%$205.4K———
Advyzon Investment Management, LLC
N/A—916-916-100%$202.5K———
Okabena Investment Services Inc
N/A—916-916-100%$202.5K———
Channel Wealth LLC
N/A—907-907-100%$200.5K———
Acadian Asset Management LLC
N/A—902-902-100%$199———
Greykasell Wealth Strategies, Inc.
N/A—896-896-100%$198.1K———
Colonial Trust Co / SC
N/A—881-881-100%$194.8K———
Cyber Hornet ETFs LLC
N/A—865-865-100%$191.1K———
Innovative Asset Advisors Group, LLC
N/A—828-828-100%$183.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—824-824-100%$182.2K———
Quent Capital, LLC
N/A—813-813-100%$179.7K———
CVA Family Office, LLC
N/A—798-798-100%$176.4K———
Crewe Advisors LLC
N/A—776-776-100%$171.6K———
Philadelphia Investment Partners, LLC
N/A—761-761-100%$129.2K———
Westport Asset Management Inc
N/A—750-750-100%$165.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—744-744-100%$164.5K———
SHP Wealth Management
N/A—734-734-100%$162.3K———
Aberdeen Wealth Management LLC
N/A—721-721-100%$159.4K———
Darwin Wealth Management, LLC
N/A—719-719-100%$159.1K———
Colonial Trust Advisors
N/A—707-707-100%$156.3K———
Groupe la Francaise
N/A—693-693-100%$153.2K———
Kelly Lawrence W & Associates Inc
N/A—686-686-100%$151.7K———
Continuum Advisory, LLC
N/A—681-681-100%$150.4K———
Zions Bancorporation, National Association
N/A—676-676-100%$149.5K———
Centennial Bank
N/A—672-672-100%$148.5K———
Dunhill Financial, LLC
N/A—651-651-100%$143.9K———
Index Technologies Group LLC
N/A—639-639-100%$141.3K———
Ankerstar Wealth, LLC
N/A—621-621-100%$137.3K———
Parvin Asset Management, LLC
N/A—614-614-100%$135.7K———
SBI Okasan Asset Management Co.Ltd.
N/A—600-600-100%$132.1K———
Operose Advisors LLC
N/A—576-576-100%$127.3K———
VSM Wealth Advisory, LLC
N/A—575-575-100%$127.1K———
Hurricane Capital Advisors LLC
N/A—571-571-100%$126.2K———
Purpose Unlimited Inc.
N/A—567-567-100%$125.7K———
Elequin Capital, LP
N/A—561-561-100%$124.0K———
Core Alternative Capital
N/A—547-547-100%$120.9K———
Meramec Financial Planners, LLC
N/A—541-541-100%$114.1K———
Bank of the Bluegrass & Trust Co.
N/A—534-534-100%$82.7K———
Orion Capital Management LLC
N/A—533-533-100%$117.8K———
Heartland Advisors Inc
N/A—525-525-100%$116.1K———
Keating Financial Advisory Services, Inc.
N/A—496-496-100%$109.7K———
Swiss RE LTD
N/A—454-454-100%$100.4K———
Loomis Sayles & Co L P
N/A—450-450-100%$99.5K———
Pingora Partners LLC
N/A—443-443-100%$97.9K———
ABS Investment Management LLC
N/A—442-442-100%$431.1K———
Cheviot Value Management, LLC
N/A—432-432-100%$95.5K———
Anchor Investment Management, LLC
N/A—421-421-100%$93.1K———
Cypress Capital Management LLC (WY)
N/A—413-413-100%$91.3K———
Addison Advisors LLC
N/A—402-402-100%$88.9K———
Westpac Banking Corp
N/A—398-398-100%$88.0K———
Investors Portfolio Services LLC
N/A—376-376-100%$83.0K———
Knuff & Co LLC
N/A—375-375-100%$82.9K———
Paladin Advisory Group, LLC
N/A—374-374-100%$82.7K———
Bogart Wealth, LLC
N/A—331-331-100%$73.2K———
Danske Bank A/S
N/A—318-318-100%$70.3K———
SOA Wealth Advisors, Llc.
N/A—314-314-100%$69.4K———
Tradewinds, Llc.
N/A—304-304-100%$4.3M———
Bruce G. Allen Investments, LLC
N/A—300-300-100%$66.3K———
Firsthand Capital Management, Inc.
N/A—290-290-100%$64.1K———
Fiduciary Financial Advisors
N/A—285-285-100%$61.9K———
Ogorek Anthony Joseph
N/A—258-258-100%$57———
Measured Wealth Private Client Group, LLC
N/A—240-240-100%$53.1K———
Napier Financial, LLC
N/A—238-238-100%$52.6K———
Steigerwald, Gordon & Koch Inc.
N/A—219-219-100%$48.4K———
Fourth Dimension Wealth, LLC
N/A—210-210-100%$46.4K———
Strategic Investment Solutions, Inc.
N/A—200-200-100%$44.2K———
ESL Trust Services, LLC
N/A—188-188-100%$41.5K———
BNP Paribas
N/A—181-181-100%$40.0K———
Vision Retirement, LLC
N/A—169-169-100%$37.4K———
Toews Corp
N/A—156-156-100%$34.5K———
Sachetta, LLC
N/A—154-154-100%$34.0K———
Investment Counsel Co of Nevada
N/A—152-152-100%$33.6K———
TD Capital Management LLC
N/A—149-149-100%$32.9K———
Banque Transatlantique SA
N/A—141-141-100%$31.2K———
Meeder Asset Management Inc
N/A—129-129-100%$28.5K———
Hollencrest Capital Management
N/A—128-128-100%$28.3K———
Security National Bank of SO DAK
N/A—123-123-100%$27.1K———
Basepoint Wealth LLC
N/A—120-120-100%$26.5K———
Synergy Investment Management, LLC
N/A—114-114-100%$24.5K———
1248 Management, LLC
N/A—104-104-100%$23.0K———
Kemnay Advisory Services Inc.
N/A—101-101-100%$22.3K———
Providence Capital Advisors, LLC
N/A—100-100-100%$22.1K———
Outlook Capital Management, LLC
N/A—100-100-100%$22.1K———
Leo H. Evart, Inc.
N/A—100-100-100%$22.1K———
Copia Wealth Management
N/A—98-98-100%$21.7K———
Millstone Evans Group, LLC
N/A—97-97-100%$21.4K———
Beaird Harris Wealth Management, LLC
N/A—91-91-100%$20.1K———
Roble, Belko & Company, Inc
N/A—90-90-100%$20———
Silicon Valley Capital Partners
N/A—87-87-100%$19.2K———
Peterson Wealth Management
N/A—82-82-100%$18.1K———
Walsh & Associates, LLC
N/A—80-80-100%$17.7K———
Riverview Trust Co
N/A—75-75-100%$16.6K———
Morse Asset Management, Inc
N/A—75-75-100%$16.6K———
Sittner & Nelson, LLC
N/A—75-75-100%$16.6K———
Evelyn Partners Group Ltd
N/A—74-74-100%$16.4K———
Dogwood Wealth Management LLC
N/A—73-73-100%$16.1K———
Highland Investment Advisors LLC
N/A—70-70-100%$15.5K———
Cornerstone Financial Management LLC
N/A—70-70-100%$15.5K———
Core Capital Management & Research, inc.
N/A—70-70-100%$11.3K———
PlanVest Financial, Inc
N/A—70-70-100%$15.5K———
Coston, McIsaac & Partners
N/A—68-68-100%$15———
JPL Wealth Management, LLC
N/A—63-63-100%$13.9K———
Teachers Insurance & Annuity Association of America
N/A—60-60-100%$13.3K———
Allied Private Wealth LLC
N/A—58-58-100%$13.0K———
Fortis Group Advisors, LLC
N/A—57-57-100%$12.6K———
S&T Bank
N/A—52-52-100%$11.4K———
Gould Capital, LLC
N/A—50-50-100%$11.1K———
Frazier Financial Advisors, LLC
N/A—50-50-100%$11.1K———
Lavaca Capital LLC
N/A—50-50-100%$11.1K———
Intesa Sanpaolo S.p.A.
N/A—50-50-100%$11.1K———
Consultiva Wealth Management, Corp.
N/A—50-50-100%$11.1K———
Longview Financial Advisors LLC
N/A—49-49-100%$10.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—49-49-100%$10.8K———
Wiser Advisor Group LLC
N/A—47-47-100%$10.4K———
Premier Financial Group
N/A—42-42-100%$9.3K———
Security National Bank of Sioux City Iowa
N/A—42-42-100%$9.2K———
Tidemark, LLC
N/A—41-41-100%$9.1K———
Graney & King, LLC
N/A—38-38-100%$8.4K———
Mcguire Capital Advisors Inc
N/A—38-38-100%$8.4K———
Strive Financial Group,LLC
N/A—38-38-100%$8.4K———
WealthCollab, LLC
N/A—33-33-100%$7.3K———
Kilter Group LLC
N/A—32-32-100%$7.1K———
Mpwm Advisory Solutions, LLC
N/A—24-24-100%$5.3K———
Imprint Wealth LLC
N/A—22-22-100%$4.9K———
FWL Investment Management, LLC
N/A—19-19-100%$4.2K———
Ross\johnson & Associates LLC
N/A—17-17-100%$3.9K———
Boreal Capital Management LLC
N/A—16-16-100%$3.5K———
Truvestments Capital LLC
N/A—15-15-100%$3.3K———
LGT Financial Advisors LLC
N/A—15-15-100%$3.3K———
Oakmont Advisory Group, LLC
N/A—14-14-100%$3.1K———
Rialto Wealth Management, LLC
N/A—13-13-100%$2.9K———
Avalon Trust Co
N/A—12-12-100%$2.7K———
Atlas Capital Advisors Inc.
N/A—12-12-100%$2.7K———
Chesapeake Asset Management LLC
N/A—10-10-100%$2.2K———
HFM Investment Advisors, LLC
N/A—10-10-100%$2.2K———
HighMark Wealth Management LLC
N/A—10-10-100%$2.2K———
Logan Capital Management Inc
N/A—10-10-100%$2.2K———
Osbon Capital Management LLC
N/A—9-9-100%$2.0K———
Caitlin John, LLC
N/A—6-6-100%$1.3K———
Swan Capital LLC
N/A—5-5-100%$1.1K———
Quarry LP
N/A—3-3-100%$663———
Financial Life Planners
N/A—2-2-100%$443———
Battery Global Advisors, LLC
N/A—2-2-100%$442———
Westend Capital Management, LLC
N/A—2-2-100%$442———
Vanguard Advisers Inc
N/A—2-2-100%$442———
Nova Wealth Management, Inc.
N/A—1-1-100%$221———
Raffa Wealth Management, LLC
N/A—1-1-100%$221———
Showing 2282 of 2282 institutions