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Honeywell International Inc (HON)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares3,689,318 from 3,273,200
Change+416,118 (+13%)
Value$778.2M (+$45.4M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares1,768,364 from 1,752,216
Change+16,148 (+1%)
Value$373.0M (-$19.3M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares1,049,175 from 929,982
Change+119,193 (+13%)
Value$221.3M (+$13.1M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares982,723 from 932,853
Change+49,870 (+5%)
Value$207.3M (-$1.6M)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares758,083 from 644,333
Change+113,750 (+18%)
Value$159.9M (-$5.0M)
Filed 2026-11-04
KBC Group NV
INCREASED
Shares621,573 from 57,342
Change+564,231 (+984%)
Value$131.1M (+$131.1M)
Filed 2026-10-22
King Luther Capital Management Corp
INCREASED
Shares595,488 from 452,974
Change+142,514 (+31%)
Value$125.6M (+$24.2M)
Filed 2026-11-05
ProShare Advisors LLC
INCREASED
Shares447,933 from 391,690
Change+56,243 (+14%)
Value$94.5M (+$6.8M)
Filed 2026-10-29
Cincinnati Financial Corp
DECREASED
Shares418,749 from 418,750
Change-1 (0%)
Value$88.3M (-$5.4M)
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares390,970 from 401,236
Change-10,266 (-3%)
Value$82.5M (-$7.4M)
Filed 2026-11-05
Thrivent Financial for Lutherans
INCREASED
Shares381,325 from 377,387
Change+3,938 (+1%)
Value$79.7M (+$79.7M)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares357,718 from 374,988
Change-17,270 (-5%)
Value$75.5M (-$8.5M)
Filed 2026-11-02
Antipodes Partners Ltd
INCREASED
Shares331,445 from 87,115
Change+244,330 (+280%)
Value$69.9M (+$50.4M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares319,265 from 329,509
Change-10,244 (-3%)
Value$67.3M (-$6.4M)
Filed 2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares287,407 from 166,900
Change+120,507 (+72%)
Value$60.6M (+$23.3M)
Filed 2026-10-20
Keybank National Association
INCREASED
Shares271,120 from 258,749
Change+12,371 (+5%)
Value$57.2M (-$744.0K)
Filed 2026-11-04
Neos Investment Management LLC
INCREASED
Shares269,809 from 242,499
Change+27,310 (+11%)
Value$56.9M (+$2.6M)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares245,572 from 207,256
Change+38,316 (+18%)
Value$51.8M (+$5.4M)
Filed 2026-11-03
Asset Management One Co., Ltd.
INCREASED
Shares230,564 from 226,748
Change+3,816 (+2%)
Value$48.6M (-$2.1M)
Filed 2026-10-27
New York State Teachers Retirement System
INCREASED
Shares224,540 from 224,229
Change+311 (+0%)
Value$47.4M (+$47.3M)
Filed 2026-10-22
Confluence Investment Management LLC
DECREASED
Shares222,870 from 240,572
Change-17,702 (-7%)
Value$47.0M (-$6.9M)
Filed 2026-10-01
CIBC Asset Management Inc
INCREASED
Shares222,366 from 179,145
Change+43,221 (+24%)
Value$46.9M (+$6.8M)
Filed 2026-11-05
Daiwa Securities Group Inc.
INCREASED
Shares202,296 from 165,146
Change+37,150 (+23%)
Value$42.7M (+$5.7M)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares193,448 from 254,909
Change-61,461 (-24%)
Value$40.8M (-$16.3M)
Filed 2026-10-30
Quilter Plc
DECREASED
Shares190,365 from 203,908
Change-13,543 (-7%)
Value$40.2M (-$5.5M)
Filed 2026-10-21
Meyer Handelman Co
INCREASED
Shares188,653 from 51,810
Change+136,843 (+264%)
Value$39.8M (+$28.2M)
Filed 2026-10-28
Conning Inc.
INCREASED
Shares184,594 from 82,374
Change+102,220 (+124%)
Value$38.9M (+$20.5M)
Filed 2026-10-27
Creative Planning
INCREASED
Shares181,763 from 171,262
Change+10,501 (+6%)
Value$38.3M (-$4.7K)
Filed 2026-11-02
AGF Management LTD
INCREASED
Shares180,740 from 169,250
Change+11,490 (+7%)
Value$38.1M (+$230.4K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares164,530 from 152,884
Change+11,646 (+8%)
Value$35.9M (+$1.7M)
Filed 2026-11-04
Swiss Life Asset Management Ltd
INCREASED
Shares164,084 from 56,653
Change+107,431 (+190%)
Value$34.6M (+$21.9M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares159,936 from 155,212
Change+4,724 (+3%)
Value$24.4M (-$1.9M)
Filed 2026-10-13
Pictet Asset Management Holding SA
INCREASED
Shares153,684 from 125,532
Change+28,152 (+22%)
Value$32.4M (+$4.3M)
Filed 2026-11-03
Strs Ohio
DECREASED
Shares152,883 from 158,764
Change-5,881 (-4%)
Value$32.2M (-$3.3M)
Filed 2026-10-30
Deprince Race & Zollo Inc
NEW
Shares142,174
Change+142,174
Value$30.0M
Filed 2026-10-13
Vaughan David Investments LLC
INCREASED
Shares138,177 from 124,490
Change+13,687 (+11%)
Value$29.1M (+$29.1M)
Filed 2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares134,221 from 100,683
Change+33,538 (+33%)
Value$28.3M (+$28.3M)
Filed 2026-10-26
Cambiar Investors LLC
DECREASED
Shares132,383 from 132,493
Change-110 (0%)
Value$27.9M (-$1.7M)
Filed 2026-11-04
Lazard Freres Gestion S.A.S.
INCREASED
Shares129,264 from 127,116
Change+2,148 (+2%)
Value$27.3M (+$27.2M)
Filed 2026-11-03
Robeco Institutional Asset Management B.V.
INCREASED
Shares129,095 from 8,458
Change+120,637 (+1426%)
Value$27.2M (+$25.3M)
Filed 2026-10-20
SEB Asset Management AB
INCREASED
Shares129,078 from 79,761
Change+49,317 (+62%)
Value$27.2M (+$9.4M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares127,500 from 135,587
Change-8,087 (-6%)
Value$26.9M (-$3.5M)
Filed 2026-11-02
Cincinnati Insurance Co
UNCHANGED
Shares122,500 from 122,500
Change0 (0%)
Value$25.8M (-$1.6M)
Filed 2026-11-03
Capital Investment Advisors, LLC
INCREASED
Shares119,037 from 102,835
Change+16,202 (+16%)
Value$25.1M (+$2.1M)
Filed 2026-10-22
Roffman Miller Associates Inc
INCREASED
Shares118,087 from 78,156
Change+39,931 (+51%)
Value$15.5M (-$2.0M)
Filed 2026-10-19
MacKenzie Financial Corp
INCREASED
Shares115,506 from 105,694
Change+9,812 (+9%)
Value$24.4M (+$699.9K)
Filed 2026-11-02
Ferguson Wellman Capital Management, Inc
DECREASED
Shares110,675 from 297,232
Change-186,557 (-63%)
Value$23.3M (-$43.2M)
Filed 2026-10-05
Crestwood Advisors Group, LLC
DECREASED
Shares109,918 from 114,577
Change-4,659 (-4%)
Value$23.2M (-$2.5M)
Filed 2026-10-27
Country Trust Bank
NEW
Shares109,065
Change+109,065
Value$23.0M
Filed 2026-10-30
Nisa Investment Advisors, LLC
DECREASED
Shares108,877 from 112,156
Change-3,279 (-3%)
Value$23.0M (-$2.1M)
Filed 2026-10-20
Gateway Investment Advisers LLC
INCREASED
Shares103,639 from 101,280
Change+2,359 (+2%)
Value$21.9M (-$815.0K)
Filed 2026-10-13
State of New Jersey Common Pension Fund D
DECREASED
Shares101,796 from 102,254
Change-458 (0%)
Value$21.5M (-$1.4M)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares101,312 from 104,321
Change-3,009 (-3%)
Value$21.4M (-$2.0M)
Filed 2026-11-02
Americana Partners, LLC
INCREASED
Shares91,340 from 78,376
Change+12,964 (+17%)
Value$19.3M (+$1.7M)
Filed 2026-10-28
Czech National Bank
INCREASED
Shares91,064 from 90,181
Change+883 (+1%)
Value$19.2M (-$982.5K)
Filed 2026-10-13
Glenview Trust Co
NEW
Shares90,379
Change+90,379
Value$19.1M
Filed 2026-10-28
Douglas Lane & Associates, LLC
INCREASED
Shares89,916 from 70,432
Change+19,484 (+28%)
Value$19.0M (+$3.2M)
Filed 2026-10-09
Assenagon Asset Management S.A.
INCREASED
Shares87,743 from 10,961
Change+76,782 (+701%)
Value$18.5M (+$16.1M)
Filed 2026-10-15
Arizona State Retirement System
DECREASED
Shares87,668 from 88,194
Change-526 (-1%)
Value$18.5M (-$1.3M)
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares87,200 from 187,721
Change-100,521 (-54%)
Value$18.4M (-$23.7M)
Filed 2026-10-29
TD Waterhouse Canada Inc.
DECREASED
Shares84,970 from 113,951
Change-28,981 (-25%)
Value$18.2M (-$7.1M)
Filed 2026-10-16
Valley Wealth Managers, Inc.
INCREASED
Shares84,906 from 59,604
Change+25,302 (+42%)
Value$17.9M (+$4.6M)
Filed 2026-10-09
Cardinal Capital Management, Inc.
INCREASED
Shares82,284 from 82,012
Change+272 (+0%)
Value$17.4M (-$1.0M)
Filed 2026-10-16
Private Wealth Partners, LLC
INCREASED
Shares82,187 from 75,237
Change+6,950 (+9%)
Value$17.3M (+$491.0K)
Filed 2026-10-22
Waycross Partners, LLC
INCREASED
Shares81,594 from 76,044
Change+5,550 (+7%)
Value$17.2M (+$185.2K)
Filed 2026-11-03
Pinnacle Associates LTD
INCREASED
Shares80,908 from 58,913
Change+21,995 (+37%)
Value$17.1M (+$3.9M)
Filed 2026-10-20
Calamos Advisors LLC
INCREASED
Shares80,776 from 79,142
Change+1,634 (+2%)
Value$17.0M (-$681.0K)
Filed 2026-11-02
State of Michigan Retirement System
DECREASED
Shares79,607 from 81,108
Change-1,501 (-2%)
Value$16.8M (-$1.4M)
Filed 2026-10-27
Randolph Co Inc
INCREASED
Shares79,372 from 79,343
Change+29 (+0%)
Value$16.7M (-$1.0M)
Filed 2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares77,072 from 64,269
Change+12,803 (+20%)
Value$16.3M (+$1.9M)
Filed 2026-10-19
Maple Capital Management, Inc.
DECREASED
Shares76,055 from 77,808
Change-1,753 (-2%)
Value$16.0M (-$1.4M)
Filed 2026-11-02
IFM Investors Pty Ltd
INCREASED
Shares74,563 from 39,873
Change+34,690 (+87%)
Value$15.7M (+$6.8M)
Filed 2026-10-14
Saratoga Research & Investment Management
DECREASED
Shares73,821 from 75,789
Change-1,968 (-3%)
Value$15.6M (-$1.4M)
Filed 2026-10-16
Compagnie Lombard Odier SCmA
DECREASED
Shares73,340 from 86,978
Change-13,638 (-16%)
Value$15.5M (-$4.0M)
Filed 2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares70,022 from 70,434
Change-412 (-1%)
Value$14.8M (-$999.7K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares68,961 from 67,008
Change+1,953 (+3%)
Value$14.5M (+$14.5M)
Filed 2026-11-02
Vontobel Holding Ltd.
INCREASED
Shares66,968 from 59,874
Change+7,094 (+12%)
Value$14.1M (+$720.4K)
Filed 2026-10-16
Retirement Systems of Alabama
DECREASED
Shares66,465 from 66,558
Change-93 (0%)
Value$14.0M (-$882.2K)
Filed 2026-11-04
Xponance LLC
INCREASED
Shares66,082 from 54,094
Change+11,988 (+22%)
Value$13.9M (+$1.8M)
Filed 2026-11-03
Kimelman & Baird, LLC
DECREASED
Shares64,404 from 64,973
Change-569 (-1%)
Value$13.6M (-$962.1K)
Filed 2026-11-03
GF Fund Management Co. Ltd.
DECREASED
Shares63,389 from 63,983
Change-594 (-1%)
Value$13.4M (-$954.5K)
Filed 2026-10-26
Citizens Financial Group Inc
INCREASED
Shares58,452 from 44,949
Change+13,503 (+30%)
Value$12.3M (+$2.3M)
Filed 2026-10-23
Bahl & Gaynor LLC
DECREASED
Shares57,160 from 59,141
Change-1,981 (-3%)
Value$12.1M (-$1.2M)
Filed 2026-11-05
Stockman Wealth Management, Inc.
INCREASED
Shares56,172 from 30,231
Change+25,941 (+86%)
Value$11.8M (+$5.1M)
Filed 2026-10-27
Philadelphia Trust Co
DECREASED
Shares55,136 from 58,138
Change-3,002 (-5%)
Value$11.6M (+$11.6M)
Filed 2026-11-05
Amalgamated Bank
DECREASED
Shares54,379 from 56,497
Change-2,118 (-4%)
Value$11.5M (+$11.5M)
Filed 2026-10-23
Corda Investment Management, Llc.
INCREASED
Shares54,087 from 51,841
Change+2,246 (+4%)
Value$11.4M (-$198.3K)
Filed 2026-10-22
Cullen T Bankers, Inc.
DECREASED
Shares52,882 from 53,704
Change-822 (-2%)
Value$11.2M (-$869.3K)
Filed 2026-10-28
Chesley Taft & Associates LLC
NEW
Shares52,529
Change+52,529
Value$11.1M
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares50,983 from 52,393
Change-1,410 (-3%)
Value$10.8M (-$976.5K)
Filed 2026-10-29
Midwest Trust Co
DECREASED
Shares50,839 from 107,150
Change-56,311 (-53%)
Value$10.7M (-$13.3M)
Filed 2026-10-22
Washington Trust Co
INCREASED
Shares49,406 from 35,005
Change+14,401 (+41%)
Value$10.4M (+$2.7M)
Filed 2026-10-22
Northeast Investment Management
DECREASED
Shares48,339 from 49,596
Change-1,257 (-3%)
Value$10.2M (-$908.0K)
Filed 2026-10-30
Henshaw Capital LLC
UNCHANGED
Shares48,145 from 48,145
Change0 (0%)
Value$10.2M (-$624.0K)
Filed 2026-11-03
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares47,946 from 48,201
Change-255 (-1%)
Value$10.1M (-$678.5K)
Filed 2026-10-22
SteelPeak Wealth, LLC
DECREASED
Shares47,317 from 60,080
Change-12,763 (-21%)
Value$10.0M (-$3.5M)
Filed 2026-10-16
ARS Wealth Advisors Group, LLC
INCREASED
Shares47,224 from 46,284
Change+940 (+2%)
Value$10.0M (-$401.5K)
Filed 2026-10-16
Great Lakes Retirement, Inc.
INCREASED
Shares47,080 from 23,972
Change+23,108 (+96%)
Value$9.9M (+$4.6M)
Filed 2026-10-26
OP Asset Management Ltd
NEW
Shares46,841
Change+46,841
Value$9.9M
Filed 2026-11-05
HB Wealth Management, LLC
NEW
Shares46,799
Change+46,799
Value$9.9M
Filed 2026-10-23
Lido Advisors, LLC
DECREASED
Shares45,709 from 47,932
Change-2,223 (-5%)
Value$9.6M (-$1.1M)
Filed 2026-11-04
Central Trust Co
DECREASED
Shares45,010 from 45,485
Change-475 (-1%)
Value$9.5M (-$867.0K)
Filed 2026-11-05
Trust Co of Vermont
NEW
Shares44,647
Change+44,647
Value$9.4M
Filed 2026-10-21
New York Life Investment Management LLC
NEW
Shares44,082
Change+44,082
Value$9.3M
Filed 2026-11-04
Candriam S.C.A.
INCREASED
Shares41,895 from 33,463
Change+8,432 (+25%)
Value$8.9M (+$1.4M)
Filed 2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED
Shares41,607 from 39,219
Change+2,388 (+6%)
Value$8.6M (-$166.3K)
Filed 2026-10-13
Wallington Asset Management, LLC
NEW
Shares41,597
Change+41,597
Value$8.8M
Filed 2026-11-04
Mcdaniel Terry & Co
DECREASED
Shares41,093 from 68,318
Change-27,225 (-40%)
Value$8.7M (-$6.6M)
Filed 2026-11-05
Factory Mutual Insurance Co
DECREASED
Shares40,900 from 40,950
Change-50 (0%)
Value$8.6M (-$541.3K)
Filed 2026-10-30
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares40,851 from 41,138
Change-287 (-1%)
Value$8.6M (+$8.6M)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
DECREASED
Shares40,547 from 207,987
Change-167,440 (-81%)
Value$8.7M (-$37.5M)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares39,961 from 40,007
Change-46 (0%)
Value$8.4M (-$528.2K)
Filed 2026-10-26
Eagle Global Advisors LLC
INCREASED
Shares39,353 from 39,252
Change+101 (+0%)
Value$8.3M (-$487.4K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
NEW
Shares39,183
Change+39,183
Value$8.3M
Filed 2026-10-23
Oregon Public Employees Retirement Fund
INCREASED
Shares38,984 from 38,940
Change+44 (+0%)
Value$8.2M (-$495.3K)
Filed 2026-10-30
Pittenger & Anderson Inc
INCREASED
Shares38,757 from 33,618
Change+5,139 (+15%)
Value$8.2M (+$648.4K)
Filed 2026-11-02
CapWealth Advisors, LLC
INCREASED
Shares38,658 from 37,419
Change+1,239 (+3%)
Value$8.2M (-$223.5K)
Filed 2026-10-05
Beacon Investment Advisory Services, Inc.
NEW
Shares37,859
Change+37,859
Value$8.0M
Filed 2026-10-13
iA Global Asset Management Inc.
DECREASED
Shares36,324 from 37,951
Change-1,627 (-4%)
Value$7.7M (+$7.7M)
Filed 2026-10-29
Williams Jones Wealth Management, Llc.
INCREASED
Shares36,066 from 35,825
Change+241 (+1%)
Value$7.6M (-$413.5K)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares35,550 from 36,550
Change-1,000 (-3%)
Value$7.5M (-$684.6K)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares35,233 from 1,721
Change+33,512 (+1947%)
Value$7.4M (+$7.0M)
Filed 2026-10-28
LaFleur & Godfrey LLC
INCREASED
Shares35,231 from 24,746
Change+10,485 (+42%)
Value$7.4M (+$1.9M)
Filed 2026-10-27
Stackstone Wealth, LLC
NEW
Shares34,409
Change+34,409
Value$7.3M
Filed 2026-10-19
Foyston, Gordon & Payne Inc
DECREASED
Shares34,073 from 35,536
Change-1,463 (-4%)
Value$7.2M (-$834.8K)
Filed 2026-11-02
Yousif Capital Management, LLC
INCREASED
Shares33,600 from 32,562
Change+1,038 (+3%)
Value$7.1M (-$203.2K)
Filed 2026-10-22
PKO Investment Management Joint-Stock Co
INCREASED
Shares33,527 from 10,500
Change+23,027 (+219%)
Value$7.1M (+$4.7M)
Filed 2026-10-19
Anchor Capital Advisors LLC
DECREASED
Shares33,508 from 134,360
Change-100,852 (-75%)
Value$7.1M (-$23.0M)
Filed 2026-11-05
ARS Investment Partners, LLC
DECREASED
Shares33,461 from 33,603
Change-142 (0%)
Value$7.1M (-$465.4K)
Filed 2026-11-05
Parsons Capital Management Inc
DECREASED
Shares32,942 from 33,456
Change-514 (-2%)
Value$6.9M (-$542.0K)
Filed 2026-10-28
Heritage Investors Management Corp
DECREASED
Shares32,874 from 33,637
Change-763 (-2%)
Value$6.9M (+$6.9M)
Filed 2026-10-29
Mutual of America Capital Management LLC
NEW
Shares32,362
Change+32,362
Value$6.8M
Filed 2026-10-23
Covea Finance
UNCHANGED
Shares31,400 from 31,400
Change0 (0%)
Value$6.6M (-$406.9K)
Filed 2026-10-21
TrinityBridge Ltd
INCREASED
Shares31,186 from 26,972
Change+4,214 (+16%)
Value$6.6M (+$6.6M)
Filed 2026-10-30
Telos Capital Management, Inc.
INCREASED
Shares31,138 from 25,856
Change+5,282 (+20%)
Value$6.6M (+$779.1K)
Filed 2026-11-02
Phraction Management LLC
DECREASED
Shares30,766 from 30,832
Change-66 (0%)
Value$6.5M (-$413.5K)
Filed 2026-10-14
Griffin Asset Management, Inc.
INCREASED
Shares30,562 from 29,221
Change+1,341 (+5%)
Value$6.4M (-$95.8K)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares30,251 from 25,350
Change+4,901 (+19%)
Value$6.4M (+$705.3K)
Filed 2026-10-15
Farther Finance Advisors, LLC
NEW
Shares30,060
Change+30,060
Value$6.3M
Filed 2026-10-08
State of Alaska, Department of Revenue
DECREASED
Shares30,022 from 31,506
Change-1,484 (-5%)
Value$6.3K (-$722)
Filed 2026-10-15
Davenport & Co LLC
NEW
Shares29,655
Change+29,655
Value$6.3M
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares29,626 from 27,447
Change+2,179 (+8%)
Value$6.2M (+$103.8K)
Filed 2026-10-23
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares29,569 from 28,131
Change+1,438 (+5%)
Value$6.2M (-$61.3K)
Filed 2026-10-08
Albion Financial Group
INCREASED
Shares29,413 from 29,326
Change+87 (+0%)
Value$6.2M (-$361.9K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
DECREASED
Shares29,356 from 30,622
Change-1,266 (-4%)
Value$6.2M (-$664.3K)
Filed 2026-10-16
Bokf, NA
INCREASED
Shares29,268 from 4
Change+29,264 (+731600%)
Value$6.2M (+$6.2M)
Filed 2026-10-27
Mcrae Capital Management Inc
INCREASED
Shares29,152 from 27,085
Change+2,067 (+8%)
Value$6.1M (+$78.8K)
Filed 2026-10-15
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares28,987 from 31,877
Change-2,890 (-9%)
Value$6.1M (-$1.0M)
Filed 2026-10-22
ABN Amro Investment Solutions
INCREASED
Shares28,656 from 2,705
Change+25,951 (+959%)
Value$6.0M (+$5.4M)
Filed 2026-10-21
Econ Financial Services Corp
NEW
Shares28,518
Change+28,518
Value$6.0M
Filed 2026-10-19
Edge Wealth Management LLC
INCREASED
Shares27,755 from 27,700
Change+55 (+0%)
Value$5.8M (-$366.4K)
Filed 2026-10-13
Violich Capital Management, Inc.
DECREASED
Shares27,724 from 28,862
Change-1,138 (-4%)
Value$5.8M (-$614.0K)
Filed 2026-10-05
Wesbanco Bank Inc
DECREASED
Shares27,568 from 38,014
Change-10,446 (-27%)
Value$5.8M (-$2.7M)
Filed 2026-11-04
Running Oak Capital LLC
INCREASED
Shares27,539 from 24,083
Change+3,456 (+14%)
Value$5.8M (+$369.6K)
Filed 2026-11-04
Regions Financial Corp
NEW
Shares27,425
Change+27,425
Value$5.8M
Filed 2026-11-05
Strategy Asset Managers LLC
INCREASED
Shares27,187 from 17,671
Change+9,516 (+54%)
Value$5.7M (+$1.8M)
Filed 2026-10-14
Quintet Private Bank (Europe) S.A.
INCREASED
Shares27,167 from 12,757
Change+14,410 (+113%)
Value$5.7M (+$2.9M)
Filed 2026-10-08
Profund Advisors LLC
DECREASED
Shares26,815 from 26,830
Change-15 (0%)
Value$5.7M (-$350.9K)
Filed 2026-10-29
LEE Danner & Bass Inc
INCREASED
Shares26,452 from 22,383
Change+4,069 (+18%)
Value$5.6M (+$568.2K)
Filed 2026-10-27
Crossmark Global Holdings, Inc.
NEW
Shares26,299
Change+26,299
Value$5.5M
Filed 2026-10-21
WoodTrust Financial Corp
INCREASED
Shares26,013 from 14,369
Change+11,644 (+81%)
Value$5.5K (+$2.3K)
Filed 2026-10-09
First National Trust Co
DECREASED
Shares25,662 from 36,347
Change-10,685 (-29%)
Value$5.4M (-$2.7M)
Filed 2026-10-28
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares25,538 from 25,538
Change0 (0%)
Value$5.4M (-$331.0K)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
DECREASED
Shares25,330 from 39,836
Change-14,506 (-36%)
Value$5.3M (-$3.6M)
Filed 2026-10-27
Waters Parkerson & Co., LLC
DECREASED
Shares25,325 from 28,143
Change-2,818 (-10%)
Value$5.3M (-$959.2K)
Filed 2026-11-04
Gulf International Bank (UK) Ltd
UNCHANGED
Shares25,262 from 25,262
Change0 (0%)
Value$5.3M (+$5.3M)
Filed 2026-10-20
Tompkins Financial Corp
NEW
Shares25,129
Change+25,129
Value$5.3M
Filed 2026-10-05
Cincinnati Casualty Co
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$5.3M (-$324.0K)
Filed 2026-11-03
Saybrook Capital
INCREASED
Shares24,977 from 24,959
Change+18 (+0%)
Value$5.3M (-$319.7K)
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares24,897 from 42,340
Change-17,443 (-41%)
Value$5.3M (-$4.2M)
Filed 2026-10-05
Farmers & Merchants Investments Inc
DECREASED
Shares24,513 from 24,667
Change-154 (-1%)
Value$5.2M (-$352.1K)
Filed 2026-10-22
Mesirow Financial Investment Management, Inc.
INCREASED
Shares24,221 from 23,197
Change+1,024 (+4%)
Value$5.1M (-$83.1K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares24,022 from 17,496
Change+6,526 (+37%)
Value$5.1M (+$1.1M)
Filed 2026-11-04
Live Oak Private Wealth LLC
INCREASED
Shares23,509 from 22,456
Change+1,053 (+5%)
Value$5.0M (-$68.9K)
Filed 2026-11-02
Whitener Capital Management, Inc.
NEW
Shares23,393
Change+23,393
Value$4.9M
Filed 2026-10-15
Leo Wealth, LLC
NEW
Shares23,286
Change+23,286
Value$4.9M
Filed 2026-10-26
Nicholas Company, Inc.
INCREASED
Shares23,157 from 15,252
Change+7,905 (+52%)
Value$4.9M (+$1.5M)
Filed 2026-11-05
Lyell Wealth Management, LP
DECREASED
Shares23,156 from 27,617
Change-4,461 (-16%)
Value$4.9M (-$1.3M)
Filed 2026-10-30
Intact Investment Management Inc.
UNCHANGED
Shares22,900 from 22,900
Change0 (0%)
Value$4.8M (-$296.8K)
Filed 2026-11-03
Motley Fool Asset Management LLC
NEW
Shares22,048
Change+22,048
Value$4.7M
Filed 2026-10-27
Baxter Bros Inc
DECREASED
Shares21,364 from 22,413
Change-1,049 (-5%)
Value$4.5M (-$511.8K)
Filed 2026-11-04
Salem Investment Counselors Inc
DECREASED
Shares20,908 from 21,033
Change-125 (-1%)
Value$4.4M (-$298.9K)
Filed 2026-10-13
Perennial Advisors, LLC
NEW
Shares20,838
Change+20,838
Value$4.4M
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares20,798 from 21,560
Change-762 (-4%)
Value$4.4M (-$440.1K)
Filed 2026-10-30
Parallel Advisors, LLC
DECREASED
Shares20,475 from 22,185
Change-1,710 (-8%)
Value$4.3M (-$648.9K)
Filed 2026-11-03
Independent Investors Inc
NEW
Shares20,373
Change+20,373
Value$4.3M
Filed 2026-10-30
McGuire Investment Group, LLC
INCREASED
Shares20,160 from 20,016
Change+144 (+1%)
Value$4.3M (-$228.9K)
Filed 2026-10-23
Two Point Capital Management, Inc.
DECREASED
Shares20,076 from 20,250
Change-174 (-1%)
Value$4.2M (-$299.1K)
Filed 2026-10-16
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares20,059 from 14,184
Change+5,875 (+41%)
Value$4.2M (+$1.1M)
Filed 2026-10-26
First American Bank
DECREASED
Shares19,774 from 19,946
Change-172 (-1%)
Value$4.2M (-$272.5K)
Filed 2026-10-27
Ledyard National Bank
DECREASED
Shares19,370 from 19,612
Change-242 (-1%)
Value$4.1M (-$305.1K)
Filed 2026-10-21
Maryland State Retirement & Pension System
INCREASED
Shares19,315 from 17,105
Change+2,210 (+13%)
Value$4.1M (+$244.5K)
Filed 2026-11-05
Associated Banc-Corp
DECREASED
Shares19,260 from 34,241
Change-14,981 (-44%)
Value$4.1M (-$3.6M)
Filed 2026-10-30
First Financial Bank - Trust Division
INCREASED
Shares19,189 from 19,169
Change+20 (+0%)
Value$4.0M (-$266.7K)
Filed 2026-10-01
Patten & Patten Inc
DECREASED
Shares18,676 from 19,095
Change-419 (-2%)
Value$3.9M (-$335.8K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares18,110 from 9,586
Change+8,524 (+89%)
Value$3.8M (+$1.7M)
Filed 2026-10-21
Vision Capital Management, Inc.
DECREASED
Shares18,032 from 18,575
Change-543 (-3%)
Value$3.8M (-$355.2K)
Filed 2026-10-20
Generali Asset Management SPA SGR
INCREASED
Shares17,669 from 15,892
Change+1,777 (+11%)
Value$3.7M (+$168.9K)
Filed 2026-10-26
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares17,447 from 9,196
Change+8,251 (+90%)
Value$3.7M (+$1.5M)
Filed 2026-10-21
Stenger Family Office, LLC
NEW
Shares17,397
Change+17,397
Value$3.6M
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares17,282 from 25,264
Change-7,982 (-32%)
Value$3.6M (-$2.0M)
Filed 2026-11-05
Hartford Investment Management Co
DECREASED
Shares16,972 from 17,518
Change-546 (-3%)
Value$3.6M (-$342.2K)
Filed 2026-11-04
Neville Rodie & Shaw Inc
DECREASED
Shares16,852 from 16,866
Change-14 (0%)
Value$3.6K (-$221)
Filed 2026-10-05
SFE Investment Counsel
INCREASED
Shares16,704 from 12,704
Change+4,000 (+31%)
Value$3.5M (+$679.1K)
Filed 2026-10-29
Adell Harriman & Carpenter Inc
NEW
Shares16,537
Change+16,537
Value$3.5M
Filed 2026-11-02
DLK Investment Management, LLC
NEW
Shares16,250
Change+16,250
Value$3.4M
Filed 2026-10-09
Linscomb Wealth, Inc.
DECREASED
Shares15,951 from 16,266
Change-315 (-2%)
Value$3.4M (-$277.1K)
Filed 2026-11-05
New Mexico Educational Retirement Board
UNCHANGED
Shares15,793 from 15,793
Change0 (0%)
Value$3.3M (+$3.3M)
Filed 2026-11-05
First Nebraska Trust Co
DECREASED
Shares15,788 from 16,236
Change-448 (-3%)
Value$3.3M (-$305.1K)
Filed 2026-10-30
Choreo, LLC
DECREASED
Shares15,476 from 16,691
Change-1,215 (-7%)
Value$3.3M (-$472.8K)
Filed 2026-10-28
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares15,405 from 7,486
Change+7,919 (+106%)
Value$3.2M (+$1.5M)
Filed 2026-10-20
Leelyn Smith, LLC
INCREASED
Shares15,205 from 12,081
Change+3,124 (+26%)
Value$3.2M (+$502.4K)
Filed 2026-11-03
OmniStar Financial Group, Inc.
INCREASED
Shares15,200 from 6,789
Change+8,411 (+124%)
Value$3.2M (+$1.7M)
Filed 2026-10-26
Themes Management Co LLC
INCREASED
Shares15,197 from 14,284
Change+913 (+6%)
Value$3.2M (+$7.5K)
Filed 2026-10-29
Nexus Investment Management ULC
DECREASED
Shares15,114 from 15,215
Change-101 (-1%)
Value$3.2M (-$218.5K)
Filed 2026-10-27
Toth Financial Advisory Corp
INCREASED
Shares15,104 from 14,256
Change+848 (+6%)
Value$3.2M (-$6.0K)
Filed 2026-10-08
Kornitzer Capital Management Inc
INCREASED
Shares15,034 from 12,268
Change+2,766 (+23%)
Value$3.2M (+$424.5K)
Filed 2026-11-03
Jefferies Financial Group Inc.
NEW
Shares15,000
Change+15,000
Value$3.2M
Filed 2026-11-05
Bailard, Inc.
INCREASED
Shares14,998 from 14,257
Change+741 (+5%)
Value$3.2M (-$28.4K)
Filed 2026-10-13
Quadrant Capital Group LLC
INCREASED
Shares14,907 from 7,533
Change+7,374 (+98%)
Value$2.7M (+$1.0M)
Filed 2026-10-20
John G Ullman & Associates Inc
INCREASED
Shares14,783 from 14,655
Change+128 (+1%)
Value$3.1M (-$163.0K)
Filed 2026-11-04
Brookmont Capital Management
INCREASED
Shares14,623 from 10,147
Change+4,476 (+44%)
Value$3.1M (+$751.2K)
Filed 2026-10-23
Hendley & Co Inc
DECREASED
Shares14,214 from 14,365
Change-151 (-1%)
Value$3.0M (+$3.0M)
Filed 2026-10-29
Alternative Investment Advisors, Llc.
NEW
Shares14,151
Change+14,151
Value$3.0M
Filed 2026-11-03
Benedict Financial Advisors Inc
INCREASED
Shares14,057 from 13,378
Change+679 (+5%)
Value$3.0M (-$30.0K)
Filed 2026-10-07
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares14,048 from 22,923
Change-8,875 (-39%)
Value$3.0M (+$3.0M)
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares13,920 from 14,650
Change-730 (-5%)
Value$2.9M (-$343.7K)
Filed 2026-10-15
NBT Bank, N.A.
NEW
Shares13,846
Change+13,846
Value$2.9M
Filed 2026-10-21
Sage Capital Advisors,llc
INCREASED
Shares13,790 from 12,685
Change+1,105 (+9%)
Value$2.9M (+$68.7K)
Filed 2026-10-13
Brick & Kyle, Associates
NEW
Shares13,590
Change+13,590
Value$2.9M
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares13,558 from 12,859
Change+699 (+5%)
Value$2.9M (-$19.3K)
Filed 2026-10-23
BigSur Wealth Management LLC
UNCHANGED
Shares13,555 from 13,555
Change0 (0%)
Value$2.9M (-$175.7K)
Filed 2026-10-13
Pathway Financial Advisors LLC
NEW
Shares13,554
Change+13,554
Value$2.9M
Filed 2026-10-07
Flagship Harbor Advisors, LLC
INCREASED
Shares13,550 from 12,851
Change+699 (+5%)
Value$2.9M (-$19.1K)
Filed 2026-10-26
JB Capital LLC
INCREASED
Shares13,547 from 13,296
Change+251 (+2%)
Value$2.9M (-$119.3K)
Filed 2026-10-19
Fideuram Asset Management (Ireland) dac
INCREASED
Shares13,539 from 5
Change+13,534 (+270680%)
Value$3.0M (+$3.0M)
Filed 2026-10-29
Signet Investment Advisory Group, Inc.
DECREASED
Shares13,471 from 13,490
Change-19 (0%)
Value$2.8M (-$178.7K)
Filed 2026-10-30
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares13,406 from 12,987
Change+419 (+3%)
Value$2.8M (-$80.0K)
Filed 2026-10-22
Daymark Wealth Partners, LLC
DECREASED
Shares13,392 from 16,714
Change-3,322 (-20%)
Value$2.8M (-$917.3K)
Filed 2026-11-04
NovaPoint Capital, LLC
DECREASED
Shares12,973 from 13,058
Change-85 (-1%)
Value$2.7M (-$187.1K)
Filed 2026-10-22
Ritholtz Wealth Management
INCREASED
Shares12,898 from 12,391
Change+507 (+4%)
Value$2.7M (-$53.6K)
Filed 2026-11-05
Integrated Advisors Network LLC
INCREASED
Shares12,885 from 10,647
Change+2,238 (+21%)
Value$2.7M (+$334.0K)
Filed 2026-10-20
Vise Technologies, Inc.
DECREASED
Shares12,726 from 13,360
Change-634 (-5%)
Value$2.7M (-$307.0K)
Filed 2026-10-29
Lynch & Associates
DECREASED
Shares12,713 from 12,762
Change-49 (0%)
Value$2.7M (-$175.7K)
Filed 2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED
Shares12,693 from 15,484
Change-2,791 (-18%)
Value$2.7M (-$789.5K)
Filed 2026-10-22
Ethic Inc.
INCREASED
Shares12,547 from 11,757
Change+790 (+7%)
Value$2.6M (+$14.2K)
Filed 2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED
Shares12,513 from 11,675
Change+838 (+7%)
Value$2.6M (+$25.7K)
Filed 2026-11-03
Capital Asset Advisory Services LLC
INCREASED
Shares12,367 from 6,335
Change+6,032 (+95%)
Value$2.7M (+$1.3M)
Filed 2026-10-30
Rossmore Private Capital
DECREASED
Shares12,354 from 12,379
Change-25 (0%)
Value$2.6M (-$165.7K)
Filed 2026-10-27
Meixler Investment Management, Ltd.
INCREASED
Shares12,310 from 12,118
Change+192 (+2%)
Value$2.6M (-$116.5K)
Filed 2026-11-03
Brighton Jones LLC
INCREASED
Shares12,204 from 11,233
Change+971 (+9%)
Value$2.6M (+$59.2K)
Filed 2026-11-03
IronBridge Private Wealth, LLC
DECREASED
Shares12,010 from 12,403
Change-393 (-3%)
Value$2.5M (-$243.5K)
Filed 2026-11-03
Goelzer Investment Management, Inc.
INCREASED
Shares11,845 from 11,833
Change+12 (+0%)
Value$2.5M (-$150.7K)
Filed 2026-10-16
Axxcess Wealth Management, LLC
DECREASED
Shares11,789 from 13,804
Change-2,015 (-15%)
Value$2.5M (-$603.8K)
Filed 2026-10-21
Ethos Capital Management, Inc.
NEW
Shares11,775
Change+11,775
Value$2.5M
Filed 2026-11-03
Cypress Asset Management Inc
DECREASED
Shares11,692 from 12,148
Change-456 (-4%)
Value$2.5M (-$253.7K)
Filed 2026-10-09
Community Trust & Investment Co
INCREASED
Shares11,580 from 7,836
Change+3,744 (+48%)
Value$2.4M (+$694.2K)
Filed 2026-10-15
Rockland Trust Co
NEW
Shares11,578
Change+11,578
Value$2.4M
Filed 2026-10-05
Romano Brothers and Company
DECREASED
Shares11,437 from 11,539
Change-102 (-1%)
Value$2.4M (-$171.1K)
Filed 2026-10-22
E. Ohman J:or Asset Management AB
NEW
Shares11,410
Change+11,410
Value$2.4M
Filed 2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED
Shares11,378 from 11,300
Change+78 (+1%)
Value$2.4M (-$130.0K)
Filed 2026-10-26
Marks Group Wealth Management, Inc
DECREASED
Shares11,326 from 13,114
Change-1,788 (-14%)
Value$2.4M (-$547.1K)
Filed 2026-11-05
Sky Investment Group LLC
NEW
Shares11,135
Change+11,135
Value$2.3M
Filed 2026-10-30
Brookstone Capital Management
DECREASED
Shares11,002 from 11,190
Change-188 (-2%)
Value$2.3M (-$184.8K)
Filed 2026-10-22
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares10,874 from 185,644
Change-174,770 (-94%)
Value$2.3M (-$39.3M)
Filed 2026-11-05
China Universal Asset Management Co., Ltd.
INCREASED
Shares10,680 from 9,540
Change+1,140 (+12%)
Value$2.2M (+$108.2K)
Filed 2026-10-28
Beutel, Goodman & Co Ltd.
DECREASED
Shares10,523 from 10,573
Change-50 (0%)
Value$2.2M (+$2.2M)
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares10,484 from 5,612
Change+4,872 (+87%)
Value$2.2M (+$827.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares10,484 from 5,612
Change+4,872 (+87%)
Value$2.2M (+$827.7K)
Filed 2026-10-20
Providence Wealth Advisors, LLC
NEW
Shares10,455
Change+10,455
Value$2.2M
Filed 2026-10-29
RFG Advisory, LLC
INCREASED
Shares10,422 from 8,818
Change+1,604 (+18%)
Value$2.2M (+$224.1K)
Filed 2026-11-03
Howard Capital Management, LLC
DECREASED
Shares10,385 from 10,409
Change-24 (0%)
Value$2.2M (-$140.0K)
Filed 2026-10-16
Vest Financial, LLC
DECREASED
Shares10,330 from 11,239
Change-909 (-8%)
Value$2.2M (-$337.4K)
Filed 2026-10-21
First Citizens Bank & Trust Co
DECREASED
Shares10,278 from 10,389
Change-111 (-1%)
Value$2.2M (-$158.2K)
Filed 2026-10-14
Folger Nolan Fleming Douglas Capital Management, Inc
NEW
Shares10,249
Change+10,249
Value$2.2M
Filed 2026-10-13
SP Asset Management LLC
DECREASED
Shares10,243 from 11,207
Change-964 (-9%)
Value$2.2M (-$348.6K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares10,216 from 9,446
Change+770 (+8%)
Value$2.2M (+$40.0K)
Filed 2026-10-21
TD Private Client Wealth LLC
DECREASED
Shares10,175 from 15,579
Change-5,404 (-35%)
Value$2.1M (-$1.3M)
Filed 2026-10-28
Busey Bank
NEW
Shares10,152
Change+10,152
Value$2.1M
Filed 2026-10-26
Vista Investment Partners LLC
INCREASED
Shares10,073 from 8,982
Change+1,091 (+12%)
Value$2.1M (+$113.6K)
Filed 2026-10-08
Studio Investment Management LLC
INCREASED
Shares10,070 from 10,069
Change+1 (+0%)
Value$2.1M (-$130.3K)
Filed 2026-10-22
StoneX Group Inc.
INCREASED
Shares10,038 from 8,063
Change+1,975 (+24%)
Value$2.2M (+$349.2K)
Filed 2026-11-03
Sterling Capital Management LLC
DECREASED
Shares10,006 from 60,901
Change-50,895 (-84%)
Value$2.1M (-$11.5M)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED
Shares10,002 from 13,182
Change-3,180 (-24%)
Value$2.1M (-$843.1K)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares9,969 from 15,253
Change-5,284 (-35%)
Value$2.1M (-$1.3M)
Filed 2026-10-22
Fulton Bank, N.A.
NEW
Shares9,966
Change+9,966
Value$2.1M
Filed 2026-10-14
Ashurst Perkins Coie Trust Co
NEW
Shares9,961
Change+9,961
Value$2.1M
Filed 2026-10-15
Encompass More Asset Management
NEW
Shares9,896
Change+9,896
Value$2.1M
Filed 2026-10-16
SevenBridge Financial Group, LLC
DECREASED
Shares9,764 from 9,830
Change-66 (-1%)
Value$2.1M (-$337.4K)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares9,761 from 12,664
Change-2,903 (-23%)
Value$2.1M (-$776.4K)
Filed 2026-10-15
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares9,759 from 36,338
Change-26,579 (-73%)
Value$2.1M (-$6.1M)
Filed 2026-10-30
North Dakota State Investment Board
NEW
Shares9,719
Change+9,719
Value$2.1M
Filed 2026-10-27
Leonteq Securities AG
INCREASED
Shares9,661 from 3,336
Change+6,325 (+190%)
Value$2.0M (+$1.3M)
Filed 2026-10-29
Scott & Selber, Inc.
DECREASED
Shares9,641 from 9,685
Change-44 (0%)
Value$2.0M (-$134.7K)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares9,589 from 9,655
Change-66 (-1%)
Value$2.0M (-$138.9K)
Filed 2026-10-28
Caldwell Trust Co
NEW
Shares9,421
Change+9,421
Value$2.0M
Filed 2026-10-30
Clear Harbor Asset Management, LLC
INCREASED
Shares9,374 from 8,647
Change+727 (+8%)
Value$2.0M (+$41.4K)
Filed 2026-11-05
Trust Co of Toledo NA
NEW
Shares9,241
Change+9,241
Value$1.9M
Filed 2026-10-16
Shepherd Financial Partners LLC
INCREASED
Shares9,225 from 9,183
Change+42 (+0%)
Value$1.9M (-$110.3K)
Filed 2026-11-03
Principle Wealth Partners LLC
INCREASED
Shares9,184 from 8,231
Change+953 (+12%)
Value$1.9M (+$94.4K)
Filed 2026-11-02
NTV Asset Management LLC
DECREASED
Shares9,175 from 10,762
Change-1,587 (-15%)
Value$1.9M (-$474.3K)
Filed 2026-10-23
Park Avenue Securities LLC
DECREASED
Shares9,145 from 9,611
Change-466 (-5%)
Value$1.9M (+$1.9M)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
DECREASED
Shares9,092 from 13,276
Change-4,184 (-32%)
Value$1.9M (-$1.1M)
Filed 2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED
Shares9,043 from 8,870
Change+173 (+2%)
Value$1.9M (-$78.4K)
Filed 2026-10-08
Bill Few Associates, Inc.
NEW
Shares9,022
Change+9,022
Value$1.9M
Filed 2026-10-09
Prime Capital Investment Advisors, LLC
DECREASED
Shares8,961 from 9,930
Change-969 (-10%)
Value$1.9M (-$333.1K)
Filed 2026-10-20
White Pine Investment Co
DECREASED
Shares8,940 from 8,954
Change-14 (0%)
Value$1.9K (-$119)
Filed 2026-10-15
BAR Harbor Wealth Management
NEW
Shares8,912
Change+8,912
Value$1.9M
Filed 2026-10-21
Eastern Bank
NEW
Shares8,901
Change+8,901
Value$1.9M
Filed 2026-10-05
Gen-Wealth Partners Inc
INCREASED
Shares8,809 from 5,223
Change+3,586 (+69%)
Value$1.9M (+$688.6K)
Filed 2026-11-04
Canandaigua National Bank & Trust Co
NEW
Shares8,752
Change+8,752
Value$1.8M
Filed 2026-10-07
Werlinich Asset Management, LLC
INCREASED
Shares8,683 from 6,686
Change+1,997 (+30%)
Value$1.8M (+$334.6K)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED
Shares8,611 from 7,952
Change+659 (+8%)
Value$1.8M (+$36.1K)
Filed 2026-10-23
Alps Advisors Inc
DECREASED
Shares8,495 from 13,900
Change-5,405 (-39%)
Value$1.8M (-$1.3M)
Filed 2026-11-03
Lynx Capital Group LTD
INCREASED
Shares8,368 from 8,361
Change+7 (+0%)
Value$1.8M (-$106.9K)
Filed 2026-11-04
Verdence Capital Advisors LLC
INCREASED
Shares8,347 from 8,073
Change+274 (+3%)
Value$1.8M (-$46.9K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
DECREASED
Shares8,222 from 8,229
Change-7 (0%)
Value$1.7M (-$108.1K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares8,156
Change+8,156
Value$1.8K
Filed 2026-11-03
Great Waters Wealth Management
NEW
Shares8,118
Change+8,118
Value$1.7M
Filed 2026-10-07
Carnegie Investment Counsel
DECREASED
Shares8,069 from 8,911
Change-842 (-9%)
Value$1.7M (-$293.2K)
Filed 2026-10-20
Montag A & Associates Inc
DECREASED
Shares7,942 from 8,111
Change-169 (-2%)
Value$1.7M (-$140.7K)
Filed 2026-10-29
Home Federal Bank of Tennessee
INCREASED
Shares7,935 from 7,927
Change+8 (+0%)
Value$1.7M (-$130.6K)
Filed 2026-10-15
Leisure Capital Management
DECREASED
Shares7,898 from 8,006
Change-108 (-1%)
Value$1.7M (-$126.5K)
Filed 2026-11-03
Old National Bancorp
DECREASED
Shares7,853 from 8,868
Change-1,015 (-11%)
Value$1.7M (-$329.1K)
Filed 2026-10-20
Laurel Wealth Advisors LLC
DECREASED
Shares7,839 from 7,946
Change-107 (-1%)
Value$1.7M (-$125.6K)
Filed 2026-10-27
Exchange Traded Concepts, LLC
INCREASED
Shares7,766 from 6,721
Change+1,045 (+16%)
Value$1.6M (+$133.3K)
Filed 2026-10-28
TCI Wealth Advisors, Inc.
INCREASED
Shares7,739 from 7,624
Change+115 (+2%)
Value$1.6M (-$74.5K)
Filed 2026-10-30
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares7,610 from 676
Change+6,934 (+1026%)
Value$1.6M (+$1.5M)
Filed 2026-10-22
Congress Park Capital LLC
INCREASED
Shares7,495 from 6,332
Change+1,163 (+18%)
Value$1.6M (+$163.3K)
Filed 2026-10-13
Mcdonald Partners LLC
DECREASED
Shares7,494 from 10,956
Change-3,462 (-32%)
Value$1.6M (-$872.3K)
Filed 2026-11-03
Boomfish Wealth Group, LLC
INCREASED
Shares7,422 from 3,948
Change+3,474 (+88%)
Value$1.6M (+$681.6K)
Filed 2026-10-22
Harbor Investment Advisory, LLC
NEW
Shares7,401
Change+7,401
Value$1.6M
Filed 2026-10-13
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares7,389 from 8,865
Change-1,476 (-17%)
Value$1.6M (-$426.2K)
Filed 2026-10-19
Bfsg, LLC
DECREASED
Shares7,368 from 7,492
Change-124 (-2%)
Value$1.6M (-$123.3K)
Filed 2026-10-30
Palisade Asset Management, LLC
DECREASED
Shares7,359 from 7,398
Change-39 (-1%)
Value$1.6M (-$104.1K)
Filed 2026-11-03
Avity Investment Management Inc.
DECREASED
Shares7,318 from 7,344
Change-26 (0%)
Value$1.5M (-$100.7K)
Filed 2026-10-09
Chicago Trust Co NA
NEW
Shares7,259
Change+7,259
Value$1.5M
Filed 2026-10-28
Independent Solutions Wealth Management, LLC
INCREASED
Shares7,253 from 4,638
Change+2,615 (+56%)
Value$1.5M (+$491.0K)
Filed 2026-10-28
Appleton Partners Inc
DECREASED
Shares7,243 from 7,720
Change-477 (-6%)
Value$1.5M (+$1.5M)
Filed 2026-10-30
Focus Financial Network, Inc.
DECREASED
Shares7,219 from 8,038
Change-819 (-10%)
Value$1.5M (-$276.9K)
Filed 2026-10-14
Pflug Koory, LLC
DECREASED
Shares7,201 from 7,272
Change-71 (-1%)
Value$1.5M (-$109.2K)
Filed 2026-10-26
Venture Visionary Partners LLC
DECREASED
Shares7,199 from 7,918
Change-719 (-9%)
Value$1.5M (-$254.1K)
Filed 2026-10-07
Slow Capital, Inc.
INCREASED
Shares7,140 from 5,537
Change+1,603 (+29%)
Value$1.5M (+$266.5K)
Filed 2026-10-23
Smith Salley Wealth Management
INCREASED
Shares7,131 from 6,924
Change+207 (+3%)
Value$1.5M (-$46.1K)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares7,128 from 6,889
Change+239 (+3%)
Value$1.5M (-$38.8K)
Filed 2026-11-02
Sowell Financial Services LLC
NEW
Shares7,110
Change+7,110
Value$1.5M
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares7,102 from 7,331
Change-229 (-3%)
Value$1.5M (-$143.2K)
Filed 2026-10-27
Cornerstone Planning, LLC
NEW
Shares7,092
Change+7,092
Value$1.6M
Filed 2026-10-27
Iams Wealth Management, LLC
INCREASED
Shares7,063 from 5,473
Change+1,590 (+29%)
Value$1.5M (+$264.9K)
Filed 2026-10-15
PFG Advisors
DECREASED
Shares7,043 from 8,154
Change-1,111 (-14%)
Value$1.5M (-$340.0K)
Filed 2026-10-16
KTF Investments, LLC
DECREASED
Shares7,042 from 9,739
Change-2,697 (-28%)
Value$1.5M (-$695.1K)
Filed 2026-10-23
Bull Street Advisors, LLC
INCREASED
Shares7,015 from 6,902
Change+113 (+2%)
Value$1.5M (+$1.5M)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares7,007 from 4,390
Change+2,617 (+60%)
Value$1.5M (+$495.1K)
Filed 2026-10-16
Ballast, Inc.
INCREASED
Shares6,863 from 4,738
Change+2,125 (+45%)
Value$1.4M (+$386.8K)
Filed 2026-10-20
Chicago Capital, LLC
DECREASED
Shares6,844 from 11,183
Change-4,339 (-39%)
Value$1.4M (-$1.1M)
Filed 2026-10-13
Lineweaver Wealth Advisors, LLC
NEW
Shares6,815
Change+6,815
Value$1.4M
Filed 2026-10-13
Independent Financial Group, LLC
DECREASED
Shares6,726 from 8,171
Change-1,445 (-18%)
Value$1.4M (-$410.7K)
Filed 2026-10-13
Axiom Investment Management LLC
DECREASED
Shares6,710 from 6,716
Change-6 (0%)
Value$1.4M (-$88.3K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
DECREASED
Shares6,633 from 6,785
Change-152 (-2%)
Value$1.4M (-$146.6K)
Filed 2026-10-13
Ascentis Wealth Management, LLC
INCREASED
Shares6,604 from 4,302
Change+2,302 (+54%)
Value$1.4M (+$430.3K)
Filed 2026-11-03
Equitable Trust Co
DECREASED
Shares6,481 from 6,737
Change-256 (-4%)
Value$1.4M (-$141.2K)
Filed 2026-10-13
Vista Investment Partners II, LLC
INCREASED
Shares6,420 from 6,124
Change+296 (+5%)
Value$1.4M (-$67.9K)
Filed 2026-10-15
GAM Holding AG
INCREASED
Shares6,408 from 3,424
Change+2,984 (+87%)
Value$1.4M (+$585.1K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
INCREASED
Shares6,338 from 138
Change+6,200 (+4493%)
Value$1.3M (+$1.3M)
Filed 2026-10-30
Chemung Canal Trust Co
DECREASED
Shares6,322 from 6,604
Change-282 (-4%)
Value$1.3M (-$141.5K)
Filed 2026-11-04
Tema Etfs LLC
DECREASED
Shares6,309 from 14,987
Change-8,678 (-58%)
Value$1.3M (-$2.0M)
Filed 2026-10-16
Autumn Glory Partners, LLC
INCREASED
Shares6,303 from 6,272
Change+31 (+0%)
Value$1.3M (-$74.7K)
Filed 2026-10-26
ASO Group Ltd
NEW
Shares6,300
Change+6,300
Value$1.3M
Filed 2026-11-05
Moody National Bank Trust Division
NEW
Shares6,287
Change+6,287
Value$1.3M
Filed 2026-10-06
Waldron Private Wealth LLC
DECREASED
Shares6,285 from 6,297
Change-12 (0%)
Value$1.3M (-$84.1K)
Filed 2026-11-02
Boston Trust Walden Corp
DECREASED
Shares6,252 from 6,607
Change-355 (-5%)
Value$1.3M (-$160.6K)
Filed 2026-10-30
Nordwand Advisors, LLC
DECREASED
Shares6,218 from 6,237
Change-19 (0%)
Value$1.3M (-$84.8K)
Filed 2026-11-05
Harbour Capital Advisors, LLC
DECREASED
Shares6,215 from 6,247
Change-32 (-1%)
Value$1.3M (-$103.5K)
Filed 2026-10-13
Columbia Asset Management
DECREASED
Shares6,194 from 6,408
Change-214 (-3%)
Value$1.3M (-$128.2K)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares6,164 from 10,195
Change-4,031 (-40%)
Value$1.3M (+$1.3M)
Filed 2026-10-22
HUB Investment Partners, LLC
DECREASED
Shares6,097 from 7,076
Change-979 (-14%)
Value$1.3M (-$298.3K)
Filed 2026-11-03
BLB&B Advisors, LLC
DECREASED
Shares6,066 from 6,972
Change-906 (-13%)
Value$1.3M (-$281.5K)
Filed 2026-10-27
Northcape Wealth Management, LLC
INCREASED
Shares5,996 from 5,751
Change+245 (+4%)
Value$1.3M (-$22.9K)
Filed 2026-11-04
KCM Investment Advisors LLC
DECREASED
Shares5,982 from 6,326
Change-344 (-5%)
Value$1.3M (-$154.5K)
Filed 2026-10-27
Petredis Investment Advisors LLC
DECREASED
Shares5,938 from 7,222
Change-1,284 (-18%)
Value$1.3M (-$505.3K)
Filed 2026-10-20
Ellsworth Advisors, LLC
INCREASED
Shares5,885 from 5,817
Change+68 (+1%)
Value$1.2M (-$54.9K)
Filed 2026-10-15
Grey Ledge Advisors, LLC
INCREASED
Shares5,858 from 5,015
Change+843 (+17%)
Value$1.2M (+$112.9K)
Filed 2026-11-02
AMG National Trust Bank
INCREASED
Shares5,852 from 2,792
Change+3,060 (+110%)
Value$1.2M (+$609.3K)
Filed 2026-11-05
Penobscot Investment Management Company, Inc.
INCREASED
Shares5,842 from 5,761
Change+81 (+1%)
Value$1.2M (-$57.6K)
Filed 2026-10-26
HCR Wealth Advisors
INCREASED
Shares5,805 from 5,740
Change+65 (+1%)
Value$1.2M (-$60.7K)
Filed 2026-10-15
Gamma Investing LLC
INCREASED
Shares5,788 from 5,619
Change+169 (+3%)
Value$1.2M (-$37.2K)
Filed 2026-10-08
Penn Davis Mcfarland Inc
DECREASED
Shares5,763 from 5,765
Change-2 (0%)
Value$1.2M (-$75.0K)
Filed 2026-10-23
Hixon Zuercher, LLC
INCREASED
Shares5,745 from 5,736
Change+9 (+0%)
Value$1.2M (-$72.4K)
Filed 2026-10-13
Arrow Financial Corp
INCREASED
Shares5,718 from 5,247
Change+471 (+9%)
Value$1.2M (+$39.9K)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares5,692 from 5,886
Change-194 (-3%)
Value$1.2M (-$117.2K)
Filed 2026-11-04
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares5,643 from 5,646
Change-3 (0%)
Value$1.2M (-$73.7K)
Filed 2026-10-22
North Star Investment Management Corp.
INCREASED
Shares5,599 from 5,547
Change+52 (+1%)
Value$1.2M (-$60.9K)
Filed 2026-10-27
Ascent Group, LLC
INCREASED
Shares5,583 from 5,179
Change+404 (+8%)
Value$1.2M (+$18.2K)
Filed 2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares5,561 from 4,972
Change+589 (+12%)
Value$1.2M (+$59.8K)
Filed 2026-10-27
Krilogy Financial LLC
INCREASED
Shares5,556 from 4,907
Change+649 (+13%)
Value$1.2M (+$66.1K)
Filed 2026-10-13
Signaturefd, LLC
DECREASED
Shares5,553 from 5,944
Change-391 (-7%)
Value$1.2M (-$159.5K)
Filed 2026-10-23
Marathon Wealth Advisors LLC
DECREASED
Shares5,540 from 5,594
Change-54 (-1%)
Value$1.2M (-$83.8K)
Filed 2026-11-04
Indivisible Partners
INCREASED
Shares5,524 from 3,632
Change+1,892 (+52%)
Value$1.2M (+$321.9K)
Filed 2026-10-26
Mount Vernon Associates Inc
DECREASED
Shares5,513 from 5,763
Change-250 (-4%)
Value$1.2M (+$1.2M)
Filed 2026-10-26
Chicago Partners Investment Group LLC
INCREASED
Shares5,508 from 3,977
Change+1,531 (+39%)
Value$1.2M (+$238.6K)
Filed 2026-10-27
DT Investment Partners, LLC
INCREASED
Shares5,502 from 5,444
Change+58 (+1%)
Value$1.2M (-$58.2K)
Filed 2026-10-27
Trust Point Inc.
DECREASED
Shares5,489 from 5,874
Change-385 (-7%)
Value$1.2M (-$152.2K)
Filed 2026-10-27
Private Trust Co NA
NEW
Shares5,470
Change+5,470
Value$1.2M
Filed 2026-10-20
Modera Wealth Management, LLC
INCREASED
Shares5,443 from 5,335
Change+108 (+2%)
Value$1.1M (-$46.3K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares5,416 from 5,533
Change-117 (-2%)
Value$1.1M (-$96.4K)
Filed 2026-10-30
Moneco Advisors, LLC
NEW
Shares5,372
Change+5,372
Value$1.1M
Filed 2026-11-05
Curbstone Financial Management Corp
INCREASED
Shares5,362 from 5,220
Change+142 (+3%)
Value$1.1M (-$37.7K)
Filed 2026-10-21
First United Bank & Trust
INCREASED
Shares5,294 from 5,268
Change+26 (+0%)
Value$1.1M (-$62.8K)
Filed 2026-10-22
GS Investments, Inc.
INCREASED
Shares5,248 from 4,935
Change+313 (+6%)
Value$1.1M (+$2.1K)
Filed 2026-11-05
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares5,244 from 3,271
Change+1,973 (+60%)
Value$1.1M (+$373.7K)
Filed 2026-10-14
Costello Asset Management, Inc
DECREASED
Shares5,239 from 7,785
Change-2,546 (-33%)
Value$1.1M (-$637.9K)
Filed 2026-10-30
Parisi Gray Wealth Management
INCREASED
Shares5,237 from 5,146
Change+91 (+2%)
Value$1.1M (-$47.5K)
Filed 2026-10-16
Confluence Wealth Services, Inc.
INCREASED
Shares5,234 from 5,156
Change+78 (+2%)
Value$1.1M (-$50.4K)
Filed 2026-11-05
Old Port Advisors
DECREASED
Shares5,234 from 5,268
Change-34 (-1%)
Value$1.1M (-$75.4K)
Filed 2026-10-23
Lecap Asset Management LTD
NEW
Shares5,228
Change+5,228
Value$1.1M
Filed 2026-10-27
Valeo Financial Advisors, LLC
DECREASED
Shares5,225 from 7,700
Change-2,475 (-32%)
Value$1.1M (-$622.3K)
Filed 2026-10-08
Schmidt P J Investment Management Inc
DECREASED
Shares5,211 from 10,761
Change-5,550 (-52%)
Value$1.1M (-$1.3M)
Filed 2026-11-02
Turtle Creek Wealth Advisors, LLC
NEW
Shares5,210
Change+5,210
Value$1.1M
Filed 2026-10-15
Impact Capital Partners LLC
DECREASED
Shares5,196 from 5,197
Change-1 (0%)
Value$1.1M (-$67.6K)
Filed 2026-10-22
Globalt Investments LLC / GA
DECREASED
Shares5,163 from 5,321
Change-158 (-3%)
Value$1.1M (-$102.3K)
Filed 2026-10-27
Wedmont Private Capital
INCREASED
Shares5,162 from 3,675
Change+1,487 (+40%)
Value$1.1M (+$234.3K)
Filed 2026-10-09
Lanark Financial, Inc.
INCREASED
Shares5,142 from 5,121
Change+21 (+0%)
Value$1.1M (-$61.8K)
Filed 2026-10-26
Coastline Trust Co
NEW
Shares5,140
Change+5,140
Value$1.1M
Filed 2026-10-01
EPG Wealth Management LLC
INCREASED
Shares5,135 from 5,057
Change+78 (+2%)
Value$1.1M (-$49.0K)
Filed 2026-11-03
Evergreen Capital Management LLC
DECREASED
Shares5,103 from 5,551
Change-448 (-8%)
Value$1.1M (-$166.4K)
Filed 2026-10-23
Harbor Capital Advisors, Inc.
INCREASED
Shares5,096 from 5,074
Change+22 (+0%)
Value$1.1M (+$1.1M)
Filed 2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares5,074 from 10,280
Change-5,206 (-51%)
Value$1.1M (-$1.2M)
Filed 2026-10-23
Chilton Capital Management LLC
DECREASED
Shares5,065 from 6,175
Change-1,110 (-18%)
Value$1.1M (-$314.2K)
Filed 2026-10-28
DSG Capital Advisors, LLC
UNCHANGED
Shares5,060 from 5,060
Change0 (0%)
Value$1.1M (-$59.4K)
Filed 2026-11-05
Hartford Financial Management Inc.
DECREASED
Shares5,011 from 5,343
Change-332 (-6%)
Value$1.1M (-$139.3K)
Filed 2026-10-21
Magnus Financial Group LLC
DECREASED
Shares4,986 from 5,392
Change-406 (-8%)
Value$1.1M (-$155.4K)
Filed 2026-10-21
Value Partners Investments Inc.
INCREASED
Shares4,975 from 3,893
Change+1,082 (+28%)
Value$1.1M (+$180.9K)
Filed 2026-10-19
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares4,903 from 3,974
Change+929 (+23%)
Value$1.0M (+$144.2K)
Filed 2026-10-15
Citizens National Bank Trust Department
NEW
Shares4,890
Change+4,890
Value$1.0M
Filed 2026-11-04
Fiduciary Alliance LLC
NEW
Shares4,875
Change+4,875
Value$1.0M
Filed 2026-10-13
Persium Advisors, LLC
NEW
Shares4,848
Change+4,848
Value$1.0M
Filed 2026-10-07
Davis Investment Partners, LLC
INCREASED
Shares4,840 from 1,824
Change+3,016 (+165%)
Value$1.0M (+$612.7K)
Filed 2026-11-05
Aviance Capital Partners, LLC
DECREASED
Shares4,837 from 5,165
Change-328 (-6%)
Value$1.0M (-$142.5K)
Filed 2026-10-29
Old Second National Bank of Aurora
NEW
Shares4,814
Change+4,814
Value$1.0M
Filed 2026-10-22
Asset Dedication, LLC
INCREASED
Shares4,814 from 4,243
Change+571 (+13%)
Value$1.0M (+$65.4K)
Filed 2026-11-03
Northstar Asset Management Co
DECREASED
Shares4,811 from 4,861
Change-50 (-1%)
Value$1.0M (-$148.9K)
Filed 2026-10-22
Welch & Forbes LLC
INCREASED
Shares4,810 from 4,516
Change+294 (+7%)
Value$1.0M (+$4.2K)
Filed 2026-11-04
Cox Capital Mgt LLC
DECREASED
Shares4,801 from 4,809
Change-8 (0%)
Value$1.0M (-$64.0K)
Filed 2026-10-07
Ipswich Investment Management Co., Inc.
NEW
Shares4,757
Change+4,757
Value$1.0M
Filed 2026-10-13
Norway Savings Bank
NEW
Shares4,682
Change+4,682
Value$987.6K
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
NEW
Shares4,666
Change+4,666
Value$984.2K
Filed 2026-10-07
JFS Wealth Advisors, LLC
NEW
Shares4,654
Change+4,654
Value$981.7K
Filed 2026-11-03
Oakmont Investment Advisors, Inc.
INCREASED
Shares4,650 from 4,639
Change+11 (+0%)
Value$980.6K (-$57.8K)
Filed 2026-10-21
Kenora Financial, LLC
DECREASED
Shares4,636 from 4,987
Change-351 (-7%)
Value$718.4K (-$384.1K)
Filed 2026-10-20
Inscription Capital, LLC
DECREASED
Shares4,623 from 5,427
Change-804 (-15%)
Value$975.2K (-$240.0K)
Filed 2026-11-02
GC Wealth Management RIA, LLC
INCREASED
Shares4,614 from 4,414
Change+200 (+5%)
Value$973.3K (-$15.0K)
Filed 2026-11-02
Meridian Investment Counsel Inc.
UNCHANGED
Shares4,612 from 4,612
Change0 (0%)
Value$972.9K (-$59.8K)
Filed 2026-10-14
Ascentis Independent Advisors
INCREASED
Shares4,601 from 55
Change+4,546 (+8265%)
Value$970.4K (+$958.1K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares4,598 from 4,202
Change+396 (+9%)
Value$969.9K (+$29.3K)
Filed 2026-11-05
WBI Investments, LLC
NEW
Shares4,595
Change+4,595
Value$969.3K
Filed 2026-11-05
Annex Advisory Services, LLC
DECREASED
Shares4,568 from 28,054
Change-23,486 (-84%)
Value$963.5K (-$5.3M)
Filed 2026-10-16
Raab & Moskowitz Asset Management LLC
DECREASED
Shares4,554 from 4,712
Change-158 (-3%)
Value$960.6K (-$94.4K)
Filed 2026-11-02
Elevated Capital Advisors, LLC
INCREASED
Shares4,527 from 1,633
Change+2,894 (+177%)
Value$954.9K (+$589.3K)
Filed 2026-11-04
Advisors Management Group Inc
DECREASED
Shares4,524 from 4,545
Change-21 (0%)
Value$954.0K (+$953.0K)
Filed 2026-11-05
Cane Capital Partners, LLC
INCREASED
Shares4,513 from 2,586
Change+1,927 (+75%)
Value$952.0K (+$373.0K)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares4,502 from 3,213
Change+1,289 (+40%)
Value$949.7K (+$230.3K)
Filed 2026-11-05
Lantz Financial LLC
NEW
Shares4,485
Change+4,485
Value$946.0K
Filed 2026-10-15
Signal Advisors Wealth, LLC
INCREASED
Shares4,460 from 1,033
Change+3,427 (+332%)
Value$940.8K (+$709.5K)
Filed 2026-10-13
Elyxium Wealth, LLC
DECREASED
Shares4,452 from 4,569
Change-117 (-3%)
Value$939.0K (-$83.9K)
Filed 2026-10-27
Spirit of America Management Corp
UNCHANGED
Shares4,425 from 4,425
Change0 (0%)
Value$933.4K (-$57.3K)
Filed 2026-10-14
Turn8 Private Wealth Inc.
NEW
Shares4,407
Change+4,407
Value$929.6K
Filed 2026-11-05
Mechanics Bank Trust Department
DECREASED
Shares4,383 from 11,169
Change-6,786 (-61%)
Value$924.5K (-$1.7M)
Filed 2026-10-13
Frank, Rimerman Advisors LLC
INCREASED
Shares4,368 from 4,253
Change+115 (+3%)
Value$921.4K (-$30.9K)
Filed 2026-10-16
J. Derek Lewis & Associates Inc.
DECREASED
Shares4,366 from 5,081
Change-715 (-14%)
Value$921.0K (-$216.7K)
Filed 2026-11-03
Jacobi Capital Management LLC
INCREASED
Shares4,354 from 4,090
Change+264 (+6%)
Value$918.5K (+$2.8K)
Filed 2026-11-05
MCF Advisors LLC
DECREASED
Shares4,344 from 4,494
Change-150 (-3%)
Value$916.2K (-$90.0K)
Filed 2026-10-28
MTM Investment Management, LLC
DECREASED
Shares4,290 from 4,300
Change-10 (0%)
Value$905.0K (-$57.8K)
Filed 2026-10-30
Grove Bank & Trust
NEW
Shares4,276
Change+4,276
Value$902.0K
Filed 2026-10-08
Baker Ellis Asset Management LLC
DECREASED
Shares4,217 from 4,269
Change-52 (-1%)
Value$889.5K (-$66.3K)
Filed 2026-10-14
Altura Wealth Advisors Inc.
INCREASED
Shares4,187 from 3,326
Change+861 (+26%)
Value$883.3K (+$138.6K)
Filed 2026-10-22
Elco Management Co., LLC
DECREASED
Shares4,174 from 7,914
Change-3,740 (-47%)
Value$880.5K (-$891.5K)
Filed 2026-10-14
Raiffeisen Bank International AG
NEW
Shares4,156
Change+4,156
Value$873.3K
Filed 2026-10-28
Grimes & Co Wealth Management, LLC
DECREASED
Shares4,113 from 4,955
Change-842 (-17%)
Value$867.7K (-$241.8K)
Filed 2026-10-29
RMR Wealth Builders
INCREASED
Shares4,096 from 3,787
Change+309 (+8%)
Value$864.0K (+$16.1K)
Filed 2026-10-22
PFS Partners, LLC
INCREASED
Shares4,049 from 4,036
Change+13 (+0%)
Value$854.1K (-$49.6K)
Filed 2026-10-21
Courier Capital LLC
INCREASED
Shares4,027 from 3,542
Change+485 (+14%)
Value$849.5K (+$56.5K)
Filed 2026-10-19
Joel Isaacson & Co., LLC
DECREASED
Shares4,018 from 4,142
Change-124 (-3%)
Value$847.6K (-$79.8K)
Filed 2026-11-05
Albert D Mason Inc
INCREASED
Shares4,005 from 2,116
Change+1,889 (+89%)
Value$844.7K (+$371.1K)
Filed 2026-10-27
Essex LLC
DECREASED
Shares3,972 from 4,374
Change-402 (-9%)
Value$837.9K (-$141.5K)
Filed 2026-10-14
Sawgrass Asset Management LLC
DECREASED
Shares3,968 from 4,710
Change-742 (-16%)
Value$837.0K (-$217.4K)
Filed 2026-11-03
Grant Private Wealth Management Inc
NEW
Shares3,963
Change+3,963
Value$836.0K
Filed 2026-10-19
Reynders McVeigh Capital Management, LLC
NEW
Shares3,895
Change+3,895
Value$821.6K
Filed 2026-10-30
Welch Group, LLC
NEW
Shares3,892
Change+3,892
Value$821.0K
Filed 2026-10-29
Kathmere Capital Management, LLC
INCREASED
Shares3,853 from 3,613
Change+240 (+7%)
Value$812.8K (+$3.9K)
Filed 2026-10-20
Trust Co of Oklahoma
DECREASED
Shares3,845 from 6,395
Change-2,550 (-40%)
Value$811.1K (-$620.8K)
Filed 2026-10-15
Pullen Investment Management, LLC
INCREASED
Shares3,839 from 3,831
Change+8 (+0%)
Value$809.8K (-$48.0K)
Filed 2026-10-23
Forbes J M & Co LLP
INCREASED
Shares3,833 from 3,813
Change+20 (+1%)
Value$808.5K (-$45.2K)
Filed 2026-10-16
Yoffe Investment Management, LLC
UNCHANGED
Shares3,833 from 3,833
Change0 (0%)
Value$808.5K (-$49.7K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
DECREASED
Shares3,805 from 4,192
Change-387 (-9%)
Value$803.2K (-$135.4K)
Filed 2026-10-28
Lederer & Associates Investment Counsel
INCREASED
Shares3,799 from 1,960
Change+1,839 (+94%)
Value$801.0K (+$800.6K)
Filed 2026-10-23
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares3,774 from 3,774
Change0 (0%)
Value$796.1K (-$48.9K)
Filed 2026-11-02
Compass Wealth Management LLC
INCREASED
Shares3,641 from 3,620
Change+21 (+1%)
Value$768.0K (-$42.4K)
Filed 2026-10-22
Orca Wealth Management, LLC
INCREASED
Shares3,639 from 3,606
Change+33 (+1%)
Value$767.5K (-$39.9K)
Filed 2026-10-14
Provident Investment Management, Inc.
NEW
Shares3,630
Change+3,630
Value$765.7K
Filed 2026-10-23
Golden Reserve Retirement LLC
INCREASED
Shares3,624 from 1,260
Change+2,364 (+188%)
Value$764.5K (+$482.4K)
Filed 2026-11-02
Carret Asset Management, LLC
DECREASED
Shares3,612 from 3,713
Change-101 (-3%)
Value$761.9K (-$69.4K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
INCREASED
Shares3,584 from 3,132
Change+452 (+14%)
Value$756.1K (+$54.8K)
Filed 2026-10-22
Ti-Trust, Inc
NEW
Shares3,578
Change+3,578
Value$754.7K
Filed 2026-10-21
Sheets Smith Wealth Management
NEW
Shares3,577
Change+3,577
Value$754.6K
Filed 2026-10-16
Doliver Advisors, LP
INCREASED
Shares3,561 from 3,486
Change+75 (+2%)
Value$751.2K (-$29.3K)
Filed 2026-10-01
Koshinski Asset Management, Inc.
DECREASED
Shares3,558 from 3,610
Change-52 (-1%)
Value$750.6K (-$57.7K)
Filed 2026-10-29
Camden National Bank
NEW
Shares3,536
Change+3,536
Value$745.9K
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares3,531 from 3,478
Change+53 (+2%)
Value$744.8K (-$33.9K)
Filed 2026-11-04
Lake Street Private Wealth, LLC
NEW
Shares3,525
Change+3,525
Value$743.5K
Filed 2026-10-22
River Street Advisors LLC
INCREASED
Shares3,517 from 3,310
Change+207 (+6%)
Value$741.9K (+$934)
Filed 2026-10-22
Murphy, Middleton, Hinkle & Parker, Inc.
NEW
Shares3,498
Change+3,498
Value$737.9K
Filed 2026-10-15
Franklin Street Advisors Inc
NEW
Shares3,494
Change+3,494
Value$737.0K
Filed 2026-10-13
Tempus Wealth Planning, LLC
DECREASED
Shares3,491 from 3,796
Change-305 (-8%)
Value$736.4K (-$113.5K)
Filed 2026-10-14
Canton Hathaway, LLC
DECREASED
Shares3,475 from 3,569
Change-94 (-3%)
Value$733.0K (-$66.1K)
Filed 2026-10-23
Legacy Wealth Management, LLC / MS
DECREASED
Shares3,471 from 4,234
Change-763 (-18%)
Value$732.1K (-$215.9K)
Filed 2026-10-30
Mather Group, Llc.
DECREASED
Shares3,454 from 5,339
Change-1,885 (-35%)
Value$728.6K (-$466.8K)
Filed 2026-10-14
Westhampton Capital, LLC
DECREASED
Shares3,446 from 3,466
Change-20 (-1%)
Value$726.9K (-$49.1K)
Filed 2026-10-30
Tradewinds Capital Management, LLC
DECREASED
Shares3,440 from 3,441
Change-1 (0%)
Value$725.6K (-$44.9K)
Filed 2026-10-23
Biltmore Family Office, LLC
UNCHANGED
Shares3,437 from 3,437
Change0 (0%)
Value$725.0K (-$44.5K)
Filed 2026-11-03
Gryphon Financial Partners LLC
DECREASED
Shares3,431 from 3,503
Change-72 (-2%)
Value$723.8K (-$60.7K)
Filed 2026-11-04
First Horizon Corp
DECREASED
Shares3,425 from 4,108
Change-683 (-17%)
Value$722.5K (-$197.3K)
Filed 2026-10-26
Crescent Sterling, Ltd.
NEW
Shares3,416
Change+3,416
Value$720.6K
Filed 2026-10-16
Aljian Capital Management, LLC
INCREASED
Shares3,409 from 3,222
Change+187 (+6%)
Value$528.3K (-$184.0K)
Filed 2026-10-28
Central Bank & Trust Co
DECREASED
Shares3,397 from 3,506
Change-109 (-3%)
Value$716.6K (-$63.2K)
Filed 2026-10-09
Curated Wealth Partners LLC
NEW
Shares3,395
Change+3,395
Value$716.1K
Filed 2026-10-15
AA Financial Advisors, LLC
INCREASED
Shares3,382 from 2,865
Change+517 (+18%)
Value$713.3K (+$71.8K)
Filed 2026-10-19
Weatherly Asset Management L. P.
DECREASED
Shares3,381 from 3,419
Change-38 (-1%)
Value$713.2K (-$52.3K)
Filed 2026-10-20
Weaver Capital Management LLC
NEW
Shares3,338
Change+3,338
Value$704.1K
Filed 2026-10-15
Hilltop National Bank
NEW
Shares3,332
Change+3,332
Value$702.9K
Filed 2026-10-14
Naples Global Advisors, LLC
DECREASED
Shares3,303 from 3,653
Change-350 (-10%)
Value$696.7K (-$121.1K)
Filed 2026-11-05
Davidson Trust Co
DECREASED
Shares3,270 from 3,465
Change-195 (-6%)
Value$689.8K (-$85.0K)
Filed 2026-10-09
XML Financial, LLC
INCREASED
Shares3,251 from 3,127
Change+124 (+4%)
Value$685.8K (-$14.4K)
Filed 2026-10-29
Grandfield & Dodd, LLC
DECREASED
Shares3,243 from 3,390
Change-147 (-4%)
Value$684.1K (-$75.1K)
Filed 2026-10-29
BIP Wealth, LLC
INCREASED
Shares3,229 from 3,227
Change+2 (+0%)
Value$681.1K (-$41.4K)
Filed 2026-10-22
Formidable Asset Management, LLC
NEW
Shares3,224
Change+3,224
Value$721.8K
Filed 2026-11-03
Parcion Private Wealth LLC
NEW
Shares3,222
Change+3,222
Value$679.6K
Filed 2026-10-28
Premier Path Wealth Partners, LLC
INCREASED
Shares3,219 from 2,963
Change+256 (+9%)
Value$679.0K (+$15.6K)
Filed 2026-10-16
Kassira Wealth Management LLC
DECREASED
Shares3,218 from 3,253
Change-35 (-1%)
Value$678.8K (-$49.5K)
Filed 2026-10-28
Burke & Herbert Bank & Trust Co
DECREASED
Shares3,197 from 3,231
Change-34 (-1%)
Value$674.4K (-$49.0K)
Filed 2026-11-02
Independence Bank of Kentucky
NEW
Shares3,161
Change+3,161
Value$666.8K
Filed 2026-10-26
Meridian Wealth Management, LLC
DECREASED
Shares3,131 from 3,296
Change-165 (-5%)
Value$661.9K (-$76.2K)
Filed 2026-11-05
Successful Portfolios LLC
DECREASED
Shares3,125 from 3,131
Change-6 (0%)
Value$669.2K (-$35.9K)
Filed 2026-10-09
Greenfield Savings Bank
NEW
Shares3,119
Change+3,119
Value$657.9K
Filed 2026-10-07
WBH Advisory Inc
INCREASED
Shares3,116 from 3,114
Change+2 (+0%)
Value$657.3K (-$39.9K)
Filed 2026-11-05
Visionary Wealth Advisors
DECREASED
Shares3,100 from 3,128
Change-28 (-1%)
Value$654.0K (-$46.4K)
Filed 2026-11-04
Everett Harris & Co
DECREASED
Shares3,061 from 3,165
Change-104 (-3%)
Value$645.7K (-$63.0K)
Filed 2026-10-28
Guyasuta Investment Advisors Inc
NEW
Shares3,045
Change+3,045
Value$642.2K
Filed 2026-10-15
Essex Bank
UNCHANGED
Shares3,039 from 3,039
Change0 (0%)
Value$641.0K (-$39.4K)
Filed 2026-10-16
Community Bank of Raymore
NEW
Shares3,034
Change+3,034
Value$640.0K
Filed 2026-10-23
Syntax Research, Inc.
INCREASED
Shares3,020 from 177
Change+2,843 (+1606%)
Value$637.0K (+$597.5K)
Filed 2026-11-04
Stokes Capital Advisors, LLC
DECREASED
Shares3,012 from 18,016
Change-15,004 (-83%)
Value$635.4K (-$3.4M)
Filed 2026-10-09
Tlwm
NEW
Shares2,999
Change+2,999
Value$632.6K
Filed 2026-10-09
V-Square Quantitative Management LLC
INCREASED
Shares2,997 from 2,105
Change+892 (+42%)
Value$632.2K (+$160.9K)
Filed 2026-10-15
Morton Capital Management LLC
DECREASED
Shares2,966 from 2,986
Change-20 (-1%)
Value$625.7K (-$42.8K)
Filed 2026-10-23
Advisory Solutions Group, LLC
INCREASED
Shares2,958 from 2,440
Change+518 (+21%)
Value$624.0K (+$77.7K)
Filed 2026-10-14
Midwest Financial Partners Investments, Inc.
UNCHANGED
Shares2,955 from 2,955
Change0 (0%)
Value$623.3K (-$38.3K)
Filed 2026-10-08
CWA Asset Management Group, LLC
DECREASED
Shares2,943 from 3,484
Change-541 (-16%)
Value$620.8K (-$159.2K)
Filed 2026-10-19
Tritonpoint Wealth, LLC
NEW
Shares2,931
Change+2,931
Value$618.3K
Filed 2026-10-19
Valtinson Bruner Financial Planning LLC
DECREASED
Shares2,930 from 2,961
Change-31 (-1%)
Value$618.0K (-$45.0K)
Filed 2026-11-02
Wynn Capital, LLC
NEW
Shares2,918
Change+2,918
Value$615.5K
Filed 2026-10-13
Letson Investment Management, Inc.
UNCHANGED
Shares2,917 from 2,917
Change0 (0%)
Value$615.3K (-$62.0K)
Filed 2026-11-05
Cigna Investments Inc
DECREASED
Shares2,913 from 3,007
Change-94 (-3%)
Value$614.0K (+$613.3K)
Filed 2026-10-19
Norden Group LLC
DECREASED
Shares2,900 from 3,531
Change-631 (-18%)
Value$611.8K (-$177.6K)
Filed 2026-10-20
Quantum Private Wealth, LLC
DECREASED
Shares2,900 from 3,428
Change-528 (-15%)
Value$611.7K (-$184.3K)
Filed 2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED
Shares2,889 from 3,415
Change-526 (-15%)
Value$609.5K (-$155.2K)
Filed 2026-10-16
Hanson & Doremus Investment Management
NEW
Shares2,882
Change+2,882
Value$608
Filed 2026-10-16
Archford Capital Strategies, LLC
DECREASED
Shares2,872 from 3,439
Change-567 (-16%)
Value$605.8K (-$164.2K)
Filed 2026-10-19
Mitchell Sinkler & Starr
NEW
Shares2,864
Change+2,864
Value$604.1K
Filed 2026-10-13
Alpha Omega Wealth Management LLC
DECREASED
Shares2,863 from 2,956
Change-93 (-3%)
Value$603.9K (-$57.8K)
Filed 2026-10-23
Verus Capital Partners, LLC
DECREASED
Shares2,858 from 3,475
Change-617 (-18%)
Value$602.8K (-$175.3K)
Filed 2026-11-03
3Chopt Investment Partners, LLC
INCREASED
Shares2,845 from 2,534
Change+311 (+12%)
Value$600.0K (+$32.8K)
Filed 2026-10-30
Procyon Advisors, LLC
NEW
Shares2,843
Change+2,843
Value$599.7K
Filed 2026-10-21
Platform Technology Partners
INCREASED
Shares2,834 from 2,496
Change+338 (+14%)
Value$597.7K (+$38.9K)
Filed 2026-11-02
Nilsine Partners, LLC
DECREASED
Shares2,823 from 3,059
Change-236 (-8%)
Value$595.5K (-$89.4K)
Filed 2026-11-02
Nicholas Hoffman & Company, Llc.
INCREASED
Shares2,818 from 2,657
Change+161 (+6%)
Value$594.4K (-$363)
Filed 2026-10-30
Simplicity Wealth,LLC
DECREASED
Shares2,811 from 4,509
Change-1,698 (-38%)
Value$593.1K (-$416.5K)
Filed 2026-10-23
Tucker Asset Management LLC
INCREASED
Shares2,805 from 906
Change+1,899 (+210%)
Value$591.7K (+$388.8K)
Filed 2026-10-29
Central Pacific Bank - Trust Division
NEW
Shares2,800
Change+2,800
Value$590.6K
Filed 2026-10-06
Dillon & Associates Inc
DECREASED
Shares2,797 from 3,277
Change-480 (-15%)
Value$590.0K (+$589.3K)
Filed 2026-10-22
City Holding Co
NEW
Shares2,796
Change+2,796
Value$589.8K
Filed 2026-10-19
Blume Capital Management, Inc.
NEW
Shares2,789
Change+2,789
Value$588.3K
Filed 2026-10-26
Excalibur Management Corp
INCREASED
Shares2,783 from 2,691
Change+92 (+3%)
Value$587.0K (-$18.0K)
Filed 2026-11-02
PCG Asset Management, LLC
INCREASED
Shares2,775 from 1,547
Change+1,228 (+79%)
Value$585.4K (+$239.0K)
Filed 2026-11-05
New Hampshire Trust
DECREASED
Shares2,768 from 8,368
Change-5,600 (-67%)
Value$583.9K (-$1.3M)
Filed 2026-10-20
Connecticut Wealth Management, LLC
DECREASED
Shares2,759 from 4,307
Change-1,548 (-36%)
Value$582.0K (-$382.3K)
Filed 2026-10-13
KRS Capital Management, LLC
DECREASED
Shares2,757 from 2,773
Change-16 (-1%)
Value$581.5K (-$39.4K)
Filed 2026-10-16
Breakwater Capital Group
NEW
Shares2,748
Change+2,748
Value$579.7K
Filed 2026-10-09
Patten Group, Inc.
DECREASED
Shares2,742 from 3,284
Change-542 (-16%)
Value$578.4K (-$156.9K)
Filed 2026-10-26
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares2,739 from 4,400
Change-1,661 (-38%)
Value$577.8K (-$407.4K)
Filed 2026-10-09
Mengis Capital Management, Inc.
UNCHANGED
Shares2,738 from 2,738
Change0 (0%)
Value$577.6K (-$35.5K)
Filed 2026-10-13
Woodmont Investment Counsel LLC
DECREASED
Shares2,723 from 2,754
Change-31 (-1%)
Value$574.4K (-$42.2K)
Filed 2026-10-29
Apella Capital, LLC
INCREASED
Shares2,714 from 2,573
Change+141 (+5%)
Value$564.9K (-$14.2K)
Filed 2026-10-08
Enhancing Capital LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$569.5K (-$35.0K)
Filed 2026-10-26
Indiana Trust & Investment Management Co
DECREASED
Shares2,696 from 2,715
Change-19 (-1%)
Value$568.7K (-$39.2K)
Filed 2026-10-22
Arvest Investments, Inc.
INCREASED
Shares2,694 from 2,687
Change+7 (+0%)
Value$568.3K (-$33.3K)
Filed 2026-10-21
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares2,681 from 2,681
Change0 (0%)
Value$571.9K (-$52.7K)
Filed 2026-10-21
Beaumont Financial Advisors, LLC
DECREASED
Shares2,666 from 2,706
Change-40 (-1%)
Value$562.4K (-$43.5K)
Filed 2026-10-22
Aprio Wealth Management, LLC
INCREASED
Shares2,658 from 2,473
Change+185 (+7%)
Value$560.7K (+$7.0K)
Filed 2026-10-28
Cove Private Wealth, LLC
INCREASED
Shares2,647 from 2,459
Change+188 (+8%)
Value$558.4K (+$7.8K)
Filed 2026-10-28
Guerra PAN Advisors, LLC
UNCHANGED
Shares2,645 from 2,645
Change0 (0%)
Value$555.4K (-$36.8K)
Filed 2026-10-26
Patrick M Sweeney & Associates, Inc
INCREASED
Shares2,642 from 2,640
Change+2 (+0%)
Value$557.3K (-$33.8K)
Filed 2026-10-22
Alpha Family Trust
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$591.1K ($0)
Filed 2026-11-04
Marathon Capital Management
DECREASED
Shares2,631 from 2,647
Change-16 (-1%)
Value$555.0K (-$37.7K)
Filed 2026-10-23
Moss Adams Wealth Advisors LLC
INCREASED
Shares2,605 from 2,193
Change+412 (+19%)
Value$549.5K (+$58.4K)
Filed 2026-10-28
Landmark Wealth Management, LLC
NEW
Shares2,591
Change+2,591
Value$546.5K
Filed 2026-11-03
Focused Wealth Management, Inc
INCREASED
Shares2,570 from 2,278
Change+292 (+13%)
Value$542.1K (+$32.0K)
Filed 2026-10-30
Avestar Capital, LLC
DECREASED
Shares2,563 from 2,897
Change-334 (-12%)
Value$540.6K (-$108.0K)
Filed 2026-10-28
Outfitters Financial LLC
INCREASED
Shares2,545 from 1,877
Change+668 (+36%)
Value$536.8K (+$116.6K)
Filed 2026-10-23
Madden Securities Corp
DECREASED
Shares2,541 from 4,447
Change-1,906 (-43%)
Value$536.0K (-$459.7K)
Filed 2026-10-27
Archer Investment Corp
DECREASED
Shares2,538 from 2,631
Change-93 (-4%)
Value$535.4K (-$53.7K)
Filed 2026-11-05
Aaron Wealth Advisors LLC
DECREASED
Shares2,529 from 3,201
Change-672 (-21%)
Value$533.5K (-$183.2K)
Filed 2026-10-13
Richards, Merrill & Peterson, Inc.
DECREASED
Shares2,504 from 3,032
Change-528 (-17%)
Value$528.2K (-$150.7K)
Filed 2026-10-19
Eads & Heald Wealth Management
DECREASED
Shares2,503 from 2,653
Change-150 (-6%)
Value$528.0K (-$66.1K)
Filed 2026-10-29
Helios Capital Management Pte. LTD
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$527.4K (-$32.4K)
Filed 2026-10-14
First Growth Capital LLC
NEW
Shares2,471
Change+2,471
Value$521.2K
Filed 2026-10-15
Register Financial Advisors LLC
DECREASED
Shares2,471 from 9,144
Change-6,673 (-73%)
Value$521.3K (-$1.5M)
Filed 2026-10-23
Mirador Capital Partners LP
NEW
Shares2,448
Change+2,448
Value$516.4K
Filed 2026-10-09
Hunter Associates Investment Management LLC
UNCHANGED
Shares2,448 from 2,448
Change0 (0%)
Value$517.0K (+$516.4K)
Filed 2026-10-26
Trust Investment Advisors
INCREASED
Shares2,440 from 2,356
Change+84 (+4%)
Value$517.7K (-$29.4K)
Filed 2026-10-20
Integrity Alliance, Llc.
INCREASED
Shares2,429 from 2,097
Change+332 (+16%)
Value$512.5K (+$43.0K)
Filed 2026-10-29
NBH Bank
DECREASED
Shares2,417 from 4,773
Change-2,356 (-49%)
Value$509.8K (-$598.5K)
Filed 2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares2,410 from 16,122
Change-13,712 (-85%)
Value$508.4K (-$3.1M)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
DECREASED
Shares2,408 from 2,502
Change-94 (-4%)
Value$507.9K (-$52.3K)
Filed 2026-10-27
Galvin, Gaustad & Stein, LLC
DECREASED
Shares2,403 from 2,452
Change-49 (-2%)
Value$507.0K (-$42.0K)
Filed 2026-10-08
Soltis Investment Advisors LLC
INCREASED
Shares2,402 from 1,841
Change+561 (+30%)
Value$506.8K (+$94.6K)
Filed 2026-10-28
CMH Wealth Management LLC
DECREASED
Shares2,400 from 2,681
Change-281 (-10%)
Value$506.3K (-$93.9K)
Filed 2026-10-22
Cidel Asset Management Inc
INCREASED
Shares2,389 from 2,237
Change+152 (+7%)
Value$503.9K (+$3.1K)
Filed 2026-10-29
1900 Wealth Management LLC
INCREASED
Shares2,388 from 1,616
Change+772 (+48%)
Value$503.7K (+$141.4K)
Filed 2026-10-13
Northland Securities, Inc.
INCREASED
Shares2,375 from 1,975
Change+400 (+20%)
Value$501.0K (+$58.8K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
DECREASED
Shares2,373 from 2,378
Change-5 (0%)
Value$500.6K (-$31.9K)
Filed 2026-10-21
Legacy Financial Strategies, LLC
DECREASED
Shares2,371 from 2,448
Change-77 (-3%)
Value$500.1K (-$47.9K)
Filed 2026-10-15
Ticino Wealth
DECREASED
Shares2,370 from 5,061
Change-2,691 (-53%)
Value$499.9K (-$633.2K)
Filed 2026-10-13
Elmwood Wealth Management, Inc.
DECREASED
Shares2,367 from 2,386
Change-19 (-1%)
Value$499.3K (-$34.9K)
Filed 2026-10-14
Strategic Advisors LLC
DECREASED
Shares2,352 from 2,778
Change-426 (-15%)
Value$496.2K (-$125.8K)
Filed 2026-10-13
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares2,351 from 2,351
Change0 (0%)
Value$545.9K ($0)
Filed 2026-10-15
SS&H Financial Advisors, Inc.
DECREASED
Shares2,349 from 2,351
Change-2 (0%)
Value$495.0K (+$494.5K)
Filed 2026-10-28
Portfolio Design Labs, LLC
INCREASED
Shares2,332 from 2,270
Change+62 (+3%)
Value$491.9K (-$16.2K)
Filed 2026-11-04
Great Diamond Partners, LLC
INCREASED
Shares2,302 from 2,298
Change+4 (+0%)
Value$485.6K (-$28.9K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares2,283 from 2,250
Change+33 (+1%)
Value$481.6K (-$22.1K)
Filed 2026-10-13
Valley Brook Capital Group, Inc.
UNCHANGED
Shares2,283 from 2,283
Change0 (0%)
Value$481.6K (-$29.6K)
Filed 2026-10-26
Alta Advisers Ltd
INCREASED
Shares2,276 from 1,229
Change+1,047 (+85%)
Value$480.1K (+$205.0K)
Filed 2026-11-02
Beacon Bank & Trust
DECREASED
Shares2,275 from 3,419
Change-1,144 (-33%)
Value$479.9K (-$285.7K)
Filed 2026-10-27
Tannin Capital LLC
NEW
Shares2,274
Change+2,274
Value$479.7K
Filed 2026-11-05
Oakworth Capital, Inc.
INCREASED
Shares2,270 from 2,184
Change+86 (+4%)
Value$478.8K (-$7.8K)
Filed 2026-10-26
True North Advisors, LLC
NEW
Shares2,267
Change+2,267
Value$478.2K
Filed 2026-10-22
SeaCrest Wealth Management, LLC
DECREASED
Shares2,263 from 2,613
Change-350 (-13%)
Value$477.4K (-$107.6K)
Filed 2026-10-21
Cypress Capital Group
INCREASED
Shares2,258 from 2,031
Change+227 (+11%)
Value$476.3K (+$21.7K)
Filed 2026-11-03
Renasant Bank
DECREASED
Shares2,245 from 2,253
Change-8 (0%)
Value$473.5K (-$30.9K)
Filed 2026-11-05
Versant Capital Management, Inc
NEW
Shares2,233
Change+2,233
Value$471.0K
Filed 2026-10-02
Diversified Enterprises, LLC
INCREASED
Shares2,231 from 1,661
Change+570 (+34%)
Value$470.6K (+$98.7K)
Filed 2026-10-19
Hedges Asset Management LLC
DECREASED
Shares2,225 from 4,475
Change-2,250 (-50%)
Value$469.3K (-$532.6K)
Filed 2026-10-29
Parkside Financial Bank & Trust
INCREASED
Shares2,224 from 2,178
Change+46 (+2%)
Value$469.1K (-$18.5K)
Filed 2026-10-27
Builder Investment Group Inc
UNCHANGED
Shares2,223 from 2,223
Change0 (0%)
Value$468.9K (-$28.8K)
Filed 2026-10-22
Outlook Wealth Advisors, LLC
UNCHANGED
Shares2,208 from 2,208
Change0 (0%)
Value$465.8K (-$28.6K)
Filed 2026-10-28
First City Capital Management, Inc.
DECREASED
Shares2,202 from 2,209
Change-7 (0%)
Value$464.5K (-$30.1K)
Filed 2026-10-27
Altus Wealth Group LLC
DECREASED
Shares2,201 from 2,247
Change-46 (-2%)
Value$464.3K (-$38.8K)
Filed 2026-10-20
Heritage Wealth Management, Inc.
DECREASED
Shares2,189 from 2,200
Change-11 (0%)
Value$461.7K (-$30.7K)
Filed 2026-10-28
Navigate Wealth Management, LLC
NEW
Shares2,179
Change+2,179
Value$452.6K
Filed 2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares2,167 from 2,113
Change+54 (+3%)
Value$457.1K (-$16.0K)
Filed 2026-10-23
Quadcap Wealth Management, LLC
DECREASED
Shares2,166 from 3,083
Change-917 (-30%)
Value$456.9K (-$233.3K)
Filed 2026-11-02
Strategic Blueprint, LLC
INCREASED
Shares2,162 from 1,718
Change+444 (+26%)
Value$456.1K (+$71.5K)
Filed 2026-10-22
Cohen Capital Management, Inc.
UNCHANGED
Shares2,160 from 2,160
Change0 (0%)
Value$455.6K (-$28.0K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
NEW
Shares2,153
Change+2,153
Value$454.2K
Filed 2026-10-13
Bison Wealth, LLC
INCREASED
Shares2,145 from 2,007
Change+138 (+7%)
Value$449.7K (-$14.2K)
Filed 2026-10-13
Armstrong, Fleming & Moore, Inc
INCREASED
Shares2,140 from 2,139
Change+1 (+0%)
Value$451.3K (-$27.6K)
Filed 2026-10-28
Yankcom Partnership
NEW
Shares2,139
Change+2,139
Value$451.2K
Filed 2026-10-15
Oliver Luxxe Assets LLC
DECREASED
Shares2,125 from 2,525
Change-400 (-16%)
Value$448.2K (-$117.1K)
Filed 2026-10-14
City State Bank
INCREASED
Shares2,119 from 2,037
Change+82 (+4%)
Value$447.0K (-$9.1K)
Filed 2026-10-20
Cascade Investment Group, Inc.
DECREASED
Shares2,119 from 2,169
Change-50 (-2%)
Value$447.0K (-$38.7K)
Filed 2026-10-13
International Assets Investment Management, LLC
DECREASED
Shares2,117 from 2,427
Change-310 (-13%)
Value$452.6K (-$85.6K)
Filed 2026-11-02
Solstein Capital, LLC
UNCHANGED
Shares2,114 from 2,114
Change0 (0%)
Value$445.9K (-$27.4K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
DECREASED
Shares2,113 from 2,115
Change-2 (0%)
Value$445.7K (-$27.8K)
Filed 2026-10-15
Lewis Asset Management, LLC
DECREASED
Shares2,105 from 2,369
Change-264 (-11%)
Value$444.0K (-$86.4K)
Filed 2026-10-14
Independent Wealth Network Inc.
DECREASED
Shares2,096 from 2,150
Change-54 (-3%)
Value$442.1K (-$39.3K)
Filed 2026-10-19
Jm2 Capital Inc.
INCREASED
Shares2,093 from 2,082
Change+11 (+1%)
Value$441.6K (-$24.6K)
Filed 2026-10-14
Harbour Trust & Investment Management Co
DECREASED
Shares2,075 from 2,076
Change-1 (0%)
Value$437.7K (-$27.1K)
Filed 2026-10-28
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares2,063 from 1,364
Change+699 (+51%)
Value$435.2K (+$129.8K)
Filed 2026-10-30
Phoenix Wealth Advisors
DECREASED
Shares2,061 from 2,081
Change-20 (-1%)
Value$434.7K (-$31.2K)
Filed 2026-11-03
Investment Partners, Ltd.
INCREASED
Shares2,059 from 1,142
Change+917 (+80%)
Value$434.0K (+$178.3K)
Filed 2026-10-29
Journey Advisory Group, LLC
INCREASED
Shares2,042 from 1,985
Change+57 (+3%)
Value$430.8K (-$13.7K)
Filed 2026-11-04
Steinberg Asset Management LLC
UNCHANGED
Shares2,042 from 2,042
Change0 (0%)
Value$430.7K (-$26.5K)
Filed 2026-10-29
Burney Co/
DECREASED
Shares2,041 from 2,270
Change-229 (-10%)
Value$430.5K (-$77.7K)
Filed 2026-10-15
Everhart Financial Group, Inc.
NEW
Shares2,034
Change+2,034
Value$429.1K
Filed 2026-10-08
DecisionMap Wealth Management, LLC
DECREASED
Shares2,033 from 2,364
Change-331 (-14%)
Value$428.9K (-$100.4K)
Filed 2026-10-29
Arista Wealth Management, LLC
DECREASED
Shares2,032 from 2,773
Change-741 (-27%)
Value$428.6K (-$192.1K)
Filed 2026-10-29
YHB Investment Advisors, Inc.
NEW
Shares2,024
Change+2,024
Value$426.9K
Filed 2026-10-08
Signature Estate & Investment Advisors LLC
INCREASED
Shares2,023 from 1,854
Change+169 (+9%)
Value$426.6K (+$11.5K)
Filed 2026-10-13
Sapient Capital LLC
DECREASED
Shares2,023 from 2,024
Change-1 (0%)
Value$426.7K (-$26.4K)
Filed 2026-10-08
apricus wealth, LLC
INCREASED
Shares2,022 from 1,890
Change+132 (+7%)
Value$426.5K (+$3.4K)
Filed 2026-10-26
Lighthouse Financial Services Inc
DECREASED
Shares2,017 from 2,183
Change-166 (-8%)
Value$425.5K (-$58.6K)
Filed 2026-11-02
Tred Avon Family Wealth, LLC
DECREASED
Shares2,012 from 3,185
Change-1,173 (-37%)
Value$424.4K (-$304.1K)
Filed 2026-10-20
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares2,012 from 2,012
Change0 (0%)
Value$424.4K (-$26.1K)
Filed 2026-10-19
Corundum Group, Inc.
INCREASED
Shares2,008 from 1,976
Change+32 (+2%)
Value$423.6K (-$18.9K)
Filed 2026-10-28
EverSource Wealth Advisors, LLC
INCREASED
Shares2,006 from 1,721
Change+285 (+17%)
Value$423.2K (+$37.9K)
Filed 2026-11-04
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares2,005 from 2,032
Change-27 (-1%)
Value$422.9K (-$32.0K)
Filed 2026-11-02
Crumly & Associates Inc.
INCREASED
Shares2,002 from 1,330
Change+672 (+51%)
Value$422.3K (+$124.5K)
Filed 2026-10-07
Paragon Capital Management Ltd
INCREASED
Shares2,000 from 1,989
Change+11 (+1%)
Value$421.8K (-$23.7K)
Filed 2026-10-09
Baldwin Wealth Partners LLC
DECREASED
Shares1,989 from 2,311
Change-322 (-14%)
Value$419.6K (-$97.9K)
Filed 2026-10-13
Chatham Capital Group, Inc.
NEW
Shares1,988
Change+1,988
Value$419.3K
Filed 2026-10-16
Birchbrook, Inc.
NEW
Shares1,985
Change+1,985
Value$418.8K
Filed 2026-10-14
AdvisorNet Financial, Inc
DECREASED
Shares1,979 from 3,600
Change-1,621 (-45%)
Value$410.9K (-$395.2K)
Filed 2026-10-15
Prudent Man Advisors, LLC
NEW
Shares1,977
Change+1,977
Value$417.0K
Filed 2026-11-03
Armstrong Advisory Group, Inc
DECREASED
Shares1,971 from 1,977
Change-6 (0%)
Value$415.7K (-$26.8K)
Filed 2026-10-09
Argentarii, LLC
DECREASED
Shares1,966 from 1,988
Change-22 (-1%)
Value$414.6K (-$42.8K)
Filed 2026-10-28
Allen Investment Management, LLC
DECREASED
Shares1,964 from 2,138
Change-174 (-8%)
Value$414.6K (-$64.1K)
Filed 2026-11-03
Fagan Associates, Inc.
DECREASED
Shares1,959 from 1,979
Change-20 (-1%)
Value$413.2K (-$29.9K)
Filed 2026-10-13
Plimoth Trust Co LLC
NEW
Shares1,956
Change+1,956
Value$412.6K
Filed 2026-10-26
Lakeshore Capital Group, Inc.
NEW
Shares1,953
Change+1,953
Value$412.0K
Filed 2026-10-20
Thoma Capital Management LLC
NEW
Shares1,946
Change+1,946
Value$410.5K
Filed 2026-10-19
Kwmg, LLC
DECREASED
Shares1,940 from 1,978
Change-38 (-2%)
Value$409.2K (-$33.5K)
Filed 2026-10-07
Collaborative Fund Advisors, LLC
INCREASED
Shares1,935 from 1,706
Change+229 (+13%)
Value$408.2K (+$26.2K)
Filed 2026-11-02
Sacks & Associates, LLC
DECREASED
Shares1,927 from 1,991
Change-64 (-3%)
Value$406.4K (-$77.5K)
Filed 2026-10-09
Lantern Wealth Advisors, LLC
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$406.1K (-$24.9K)
Filed 2026-10-22
71 West Capital Partners
INCREASED
Shares1,915 from 1,712
Change+203 (+12%)
Value$404.0K (+$20.6K)
Filed 2026-11-04
Peoples Bank
NEW
Shares1,911
Change+1,911
Value$403.1K
Filed 2026-10-09
Klingman & Associates, LLC
INCREASED
Shares1,910 from 1,464
Change+446 (+30%)
Value$402.9K (+$75.2K)
Filed 2026-10-20
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares1,903 from 1,554
Change+349 (+22%)
Value$401.4K (+$33.2K)
Filed 2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares1,899 from 1,928
Change-29 (-1%)
Value$400.6K (-$31.1K)
Filed 2026-10-13
Linden Thomas Advisory Services, LLC
NEW
Shares1,885
Change+1,885
Value$397.6K
Filed 2026-10-19
Aviso Wealth Management
DECREASED
Shares1,885 from 2,181
Change-296 (-14%)
Value$397.6K (-$90.7K)
Filed 2026-11-04
Aspiriant, LLC
INCREASED
Shares1,880 from 1,723
Change+157 (+9%)
Value$396.6K (+$10.8K)
Filed 2026-10-16
Ironwood Financial, llc
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$395.5K (-$21.2K)
Filed 2026-10-20
OpenArc Corporate Advisory, LLC
INCREASED
Shares1,873 from 1,460
Change+413 (+28%)
Value$395.1K (+$67.6K)
Filed 2026-10-21
Obermeyer Wealth Partners
DECREASED
Shares1,867 from 1,882
Change-15 (-1%)
Value$393.8K (-$27.6K)
Filed 2026-10-21
CoreCap Advisors, LLC
NEW
Shares1,862
Change+1,862
Value$392.9K
Filed 2026-10-08
Gradient Investments LLC
INCREASED
Shares1,853 from 1,667
Change+186 (+11%)
Value$390.9K (+$17.7K)
Filed 2026-10-08
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,848 from 1,858
Change-10 (-1%)
Value$389.8K (-$26.2K)
Filed 2026-10-20
Northbridge Financial Group, LLC
INCREASED
Shares1,846 from 1,443
Change+403 (+28%)
Value$393.0K (+$69.9K)
Filed 2026-11-05
Radnor Capital Management, LLC
DECREASED
Shares1,844 from 1,845
Change-1 (0%)
Value$389.0K (-$24.0K)
Filed 2026-10-23
NWF Advisory Services Inc.
INCREASED
Shares1,840 from 1,835
Change+5 (+0%)
Value$388.2K (-$22.7K)
Filed 2026-10-19
OceanIQ Capital, LLC
INCREASED
Shares1,839 from 1,786
Change+53 (+3%)
Value$381.2K (-$29.8K)
Filed 2026-10-19
Symphony Financial, Ltd. Co.
NEW
Shares1,837
Change+1,837
Value$386.8K
Filed 2026-10-22
Beese Fulmer Investment Management, Inc.
NEW
Shares1,834
Change+1,834
Value$386.8K
Filed 2026-10-23
Uncommon Cents Investing Inc
DECREASED
Shares1,820 from 1,876
Change-56 (-3%)
Value$383.9K (-$36.1K)
Filed 2026-10-20
Wolverine Asset Management LLC
INCREASED
Shares1,818 from 897
Change+921 (+103%)
Value$383.5K (+$182.7K)
Filed 2026-11-02
Charles Schwab Trust Co
INCREASED
Shares1,817 from 1,574
Change+243 (+15%)
Value$383.3K (+$30.9K)
Filed 2026-10-15
D'Orazio & Associates, Inc.
INCREASED
Shares1,814 from 1,809
Change+5 (+0%)
Value$382.6K (-$22.3K)
Filed 2026-11-04
MBL Wealth, LLC
INCREASED
Shares1,810 from 1,045
Change+765 (+73%)
Value$381.8K (+$147.8K)
Filed 2026-10-22
Miramontes Capital, LLC
DECREASED
Shares1,806 from 2,175
Change-369 (-17%)
Value$381.0K (-$106.0K)
Filed 2026-10-19
Exchange Bank
DECREASED
Shares1,800 from 1,881
Change-81 (-4%)
Value$379.7K (-$40.1K)
Filed 2026-10-07
Bank of Stockton
INCREASED
Shares1,793 from 1,666
Change+127 (+8%)
Value$378.2K (+$7.9K)
Filed 2026-10-20
Beverly Hills Private Wealth, LLC
INCREASED
Shares1,792 from 1,388
Change+404 (+29%)
Value$378.1K (+$67.4K)
Filed 2026-11-04
Pictet North America Advisors SA
UNCHANGED
Shares1,787 from 1,787
Change0 (0%)
Value$377.0K (-$23.2K)
Filed 2026-10-21
Legacy Advisors, LLC
DECREASED
Shares1,780 from 2,218
Change-438 (-20%)
Value$375.5K (-$121.1K)
Filed 2026-10-19
Pegasus Asset Management, Inc.
INCREASED
Shares1,776 from 1,757
Change+19 (+1%)
Value$374.6K (-$18.8K)
Filed 2026-11-03
Calamos Wealth Management LLC
DECREASED
Shares1,775 from 1,906
Change-131 (-7%)
Value$374.4K (-$52.3K)
Filed 2026-11-02
Union Savings Bank
NEW
Shares1,772
Change+1,772
Value$373.8K
Filed 2026-10-14
Duncker Streett & Co Inc
DECREASED
Shares1,771 from 1,911
Change-140 (-7%)
Value$373.6K (-$54.3K)
Filed 2026-10-27
Granite Investment Partners, LLC
DECREASED
Shares1,768 from 1,771
Change-3 (0%)
Value$372.9K (-$23.5K)
Filed 2026-11-04
Essential Investment Partners LLC
DECREASED
Shares1,763 from 1,801
Change-38 (-2%)
Value$371.9K (-$31.4K)
Filed 2026-10-27
Covenant Asset Management, LLC
DECREASED
Shares1,753 from 1,814
Change-61 (-3%)
Value$369.8K (-$36.3K)
Filed 2026-10-14
Magnolia Capital Management LTD
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$369 (-$23)
Filed 2026-10-09
Equity Wealth Partners, LLC
DECREASED
Shares1,747 from 1,785
Change-38 (-2%)
Value$368.6K (-$31.1K)
Filed 2026-10-26
Dudley Capital Management, LLC
UNCHANGED
Shares1,744 from 1,744
Change0 (0%)
Value$367.9K (-$22.6K)
Filed 2026-10-23
CRA Financial Services, LLC
DECREASED
Shares1,739 from 1,885
Change-146 (-8%)
Value$366.7K (-$55.3K)
Filed 2026-10-16
PW Nova Financial Services LLC
INCREASED
Shares1,735 from 1,163
Change+572 (+49%)
Value$366.0K (+$105.6K)
Filed 2026-10-15
Bond & Devick Financial Network, Inc.
NEW
Shares1,731
Change+1,731
Value$365.1K
Filed 2026-10-23
Levin Capital Strategies, L.P.
DECREASED
Shares1,725 from 69,275
Change-67,550 (-98%)
Value$364.2K (-$15.1M)
Filed 2026-11-02
Global Wealth Strategies & Associates
NEW
Shares1,720
Change+1,720
Value$362.8K
Filed 2026-10-02
Bigelow Investment Advisors, LLC
INCREASED
Shares1,717 from 1,536
Change+181 (+12%)
Value$362.2K (+$18.3K)
Filed 2026-10-13
Lawood & Co
NEW
Shares1,716
Change+1,716
Value$362.0K
Filed 2026-10-09
TigerOak Management, L.L.C.
INCREASED
Shares1,713 from 1,624
Change+89 (+5%)
Value$361.2K (-$2.4K)
Filed 2026-10-23
Quadrant Private Wealth Management, LLC
NEW
Shares1,711
Change+1,711
Value$360.9K
Filed 2026-11-04
Tranquility Partners, LLC
INCREASED
Shares1,711 from 1,689
Change+22 (+1%)
Value$360.9K (-$17.2K)
Filed 2026-10-20
Firethorn Wealth Partners, LLC
DECREASED
Shares1,709 from 1,712
Change-3 (0%)
Value$360.5K (-$22.8K)
Filed 2026-10-14
Sicart Associates LLC
UNCHANGED
Shares1,706 from 1,706
Change0 (0%)
Value$360.7K (-$21.3K)
Filed 2026-10-29
Tower Trust & Investment Co
NEW
Shares1,704
Change+1,704
Value$359.4K
Filed 2026-10-28
Fell Capital Management
DECREASED
Shares1,704 from 1,816
Change-112 (-6%)
Value$359.4K (-$47.2K)
Filed 2026-10-09
Invera Wealth Advisors, LLC
NEW
Shares1,696
Change+1,696
Value$357.8K
Filed 2026-10-28
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares1,688 from 1,697
Change-9 (-1%)
Value$356.1K (-$24.0K)
Filed 2026-10-14
Merrion Investment Management Co, LLC
NEW
Shares1,680
Change+1,680
Value$354.4K
Filed 2026-10-16
Triad Wealth Partners, LLC
INCREASED
Shares1,680 from 1,613
Change+67 (+4%)
Value$354.3K (-$43.7K)
Filed 2026-10-26
Achmea Investment Management B.V.
NEW
Shares1,679
Change+1,679
Value$354.4K
Filed 2026-10-30
Accurate Wealth Management, LLC
DECREASED
Shares1,679 from 1,743
Change-64 (-4%)
Value$348.1K (-$46.5K)
Filed 2026-10-20
LVW Advisors, LLC
NEW
Shares1,677
Change+1,677
Value$353.7K
Filed 2026-10-19
TritonPoint Partners, LLC
DECREASED
Shares1,669 from 3,528
Change-1,859 (-53%)
Value$352.1K (-$437.9K)
Filed 2026-11-05
Willow Creek Wealth Management Inc.
DECREASED
Shares1,660 from 1,662
Change-2 (0%)
Value$350.2K (-$22.1K)
Filed 2026-10-26
Provident Wealth Management, LLC
NEW
Shares1,657
Change+1,657
Value$349.5K
Filed 2026-10-20
Avantax Planning Partners, Inc.
DECREASED
Shares1,654 from 1,670
Change-16 (-1%)
Value$348.9K (-$25.1K)
Filed 2026-11-03
L. Roy Papp & Associates, LLP
DECREASED
Shares1,649 from 1,652
Change-3 (0%)
Value$347.8K (-$21.9K)
Filed 2026-10-21
One Wealth Capital Management, LLC
NEW
Shares1,647
Change+1,647
Value$347.4K
Filed 2026-10-23
Nations Financial Group Inc,
INCREASED
Shares1,644 from 1,581
Change+63 (+4%)
Value$346.9K (-$7.3K)
Filed 2026-11-05
Triangle Securities Wealth Management
DECREASED
Shares1,641 from 1,707
Change-66 (-4%)
Value$346.2K (-$36.0K)
Filed 2026-10-14
Traphagen Investment Advisors LLC
INCREASED
Shares1,640 from 1,639
Change+1 (+0%)
Value$346.0K (-$21.0K)
Filed 2026-10-14
Compass Ion Advisors, LLC
DECREASED
Shares1,635 from 1,688
Change-53 (-3%)
Value$344.9K (-$32.8K)
Filed 2026-10-23
Wilkins Investment Counsel Inc
DECREASED
Shares1,633 from 1,635
Change-2 (0%)
Value$344.5K (-$21.5K)
Filed 2026-11-03
Univest Financial Corp
INCREASED
Shares1,627 from 1,600
Change+27 (+2%)
Value$343.1K (-$15.1K)
Filed 2026-11-05
Primoris Wealth Advisors, LLC
UNCHANGED
Shares1,617 from 1,617
Change0 (0%)
Value$341.1K (-$21.0K)
Filed 2026-10-28
Barlow Wealth Partners, LLC
UNCHANGED
Shares1,616 from 1,616
Change0 (0%)
Value$344.0K (-$12.1K)
Filed 2026-10-15
Banque Pictet & CIE SA
DECREASED
Shares1,612 from 16,327
Change-14,715 (-90%)
Value$340.0K (-$3.3M)
Filed 2026-10-16
Mill Capital Management, LLC
DECREASED
Shares1,610 from 1,894
Change-284 (-15%)
Value$339.6K (-$84.5K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED
Shares1,605 from 1,621
Change-16 (-1%)
Value$76.3K (+$75.9K)
Filed 2026-11-04
TCV Trust & Wealth Management, Inc.
INCREASED
Shares1,604 from 1,595
Change+9 (+1%)
Value$338.3K (-$18.9K)
Filed 2026-10-16
Cross Staff Investments Inc
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$337.5K (-$20.7K)
Filed 2026-10-22
Peoples Financial Services Corp.
NEW
Shares1,594
Change+1,594
Value$336.2K
Filed 2026-10-20
LifeGoal Investments, LLC
NEW
Shares1,581
Change+1,581
Value$333.5K
Filed 2026-10-09
Legacy Wealth Asset Management, LLC
INCREASED
Shares1,580 from 1,552
Change+28 (+2%)
Value$333.3K (-$14.2K)
Filed 2026-10-09
Rossby Financial, LCC
INCREASED
Shares1,579 from 929
Change+650 (+70%)
Value$333.0K (+$125.0K)
Filed 2026-11-05
Secure Asset Management, LLC
NEW
Shares1,557
Change+1,557
Value$328.5K
Filed 2026-10-19
Accel Wealth Management
DECREASED
Shares1,555 from 1,677
Change-122 (-7%)
Value$328.0K (-$47.5K)
Filed 2026-10-13
Gerald Baker Financial Group LLC
INCREASED
Shares1,550 from 1,535
Change+15 (+1%)
Value$327.0K (-$16.7K)
Filed 2026-10-09
Avior Wealth Management, LLC
NEW
Shares1,549
Change+1,549
Value$326.8K
Filed 2026-10-13
Mechanics Financial Corp
INCREASED
Shares1,549 from 1,525
Change+24 (+2%)
Value$326.6K (-$14.6K)
Filed 2026-11-05
Howland Capital Management LLC
DECREASED
Shares1,546 from 1,633
Change-87 (-5%)
Value$326.1K (-$39.4K)
Filed 2026-10-22
Blvd Private Wealth, LLC
UNCHANGED
Shares1,538 from 1,538
Change0 (0%)
Value$324.4K (-$19.9K)
Filed 2026-10-14
CLG LLC
INCREASED
Shares1,534 from 1,532
Change+2 (+0%)
Value$323.6K (-$19.4K)
Filed 2026-10-13
Aries Wealth Management
DECREASED
Shares1,531 from 1,533
Change-2 (0%)
Value$322.9K (-$20.3K)
Filed 2026-10-23
FSM Wealth Advisors, LLC
NEW
Shares1,530
Change+1,530
Value$316.1K
Filed 2026-10-27
Midland Wealth Advisors, LLC
DECREASED
Shares1,527 from 1,542
Change-15 (-1%)
Value$322.1K (-$23.1K)
Filed 2026-10-26
Accredited Investors Inc.
NEW
Shares1,524
Change+1,524
Value$321.5K
Filed 2026-11-03
ARQ Wealth Advisors, LLC
DECREASED
Shares1,522 from 1,622
Change-100 (-6%)
Value$321.1K (-$56.9K)
Filed 2026-10-29
Texas Bank & Trust Co
DECREASED
Shares1,511 from 1,521
Change-10 (-1%)
Value$318.7K (-$21.8K)
Filed 2026-11-04
Financial Perspectives, Inc
INCREASED
Shares1,503 from 1,475
Change+28 (+2%)
Value$317.1K (-$13.2K)
Filed 2026-11-03
Madson Wealth Advisors Inc
DECREASED
Shares1,494 from 1,554
Change-60 (-4%)
Value$315.1K (-$32.9K)
Filed 2026-10-13
Titleist Asset Management, LLC
NEW
Shares1,475
Change+1,475
Value$311.2K
Filed 2026-10-08
Stablepoint Partners, LLC
NEW
Shares1,472
Change+1,472
Value$310.6K
Filed 2026-11-03
Summit Wealth Group LLC / Co
DECREASED
Shares1,461 from 3,024
Change-1,563 (-52%)
Value$308.2K (-$368.9K)
Filed 2026-10-29
General Partner, Inc.
INCREASED
Shares1,461 from 100
Change+1,361 (+1361%)
Value$308.2K (+$285.8K)
Filed 2026-10-05
Kuhn & Co Investment Counsel
INCREASED
Shares1,460 from 1,434
Change+26 (+2%)
Value$308.0K (-$13.1K)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares1,453
Change+1,453
Value$306.5K
Filed 2026-10-21
Montgomery Investment Management Inc
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$305.9K (-$18.8K)
Filed 2026-10-26
Grandview Asset Management LLC
DECREASED
Shares1,435 from 1,745
Change-310 (-18%)
Value$302.8K (-$87.9K)
Filed 2026-10-19
Cypress Wealth Services, LLC
INCREASED
Shares1,428 from 1,253
Change+175 (+14%)
Value$303.9K (+$23.3K)
Filed 2026-10-21
Brown Miller Wealth Management, LLC
DECREASED
Shares1,415 from 1,583
Change-168 (-11%)
Value$298.5K (-$56.0K)
Filed 2026-11-02
Riversedge Advisors, LLC
INCREASED
Shares1,411 from 1,008
Change+403 (+40%)
Value$297.6K (+$72.0K)
Filed 2026-10-09
KFA Private Wealth Group, LLC
DECREASED
Shares1,411 from 1,420
Change-9 (-1%)
Value$297.7K (-$20.2K)
Filed 2026-10-07
Curtis Advisory Group, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$295.3K (-$18.1K)
Filed 2026-10-28
Birch Financial Group, LLC
DECREASED
Shares1,380 from 1,433
Change-53 (-4%)
Value$291.1K (-$29.7K)
Filed 2026-10-27
Legacy Private Trust Co.
DECREASED
Shares1,373 from 1,374
Change-1 (0%)
Value$289.6K (-$18.1K)
Filed 2026-10-06
Leslie Global Wealth, LLC
NEW
Shares1,358
Change+1,358
Value$286.5K
Filed 2026-10-26
KPP Advisory Services LLC
DECREASED
Shares1,358 from 3,098
Change-1,740 (-56%)
Value$286.4K (-$407.4K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED
Shares1,350 from 1,239
Change+111 (+9%)
Value$284.8K (+$7.4K)
Filed 2026-10-16
Regent Peak Wealth Advisors LLC
NEW
Shares1,349
Change+1,349
Value$284.6K
Filed 2026-10-13
Dorval Corp
UNCHANGED
Shares1,348 from 1,348
Change0 (0%)
Value$284.3K (-$17.5K)
Filed 2026-10-29
Fishman JAY A LTD
DECREASED
Shares1,346 from 1,667
Change-321 (-19%)
Value$283.9K (-$89.3K)
Filed 2026-10-26
Abacus Planning Group, Inc.
NEW
Shares1,344
Change+1,344
Value$283.5K
Filed 2026-11-02
Tandem Investment Partners LLC
INCREASED
Shares1,343 from 1,210
Change+133 (+11%)
Value$283.3K (+$12.4K)
Filed 2026-10-16
Bank Pictet & Cie (Europe) AG
DECREASED
Shares1,330 from 33,367
Change-32,037 (-96%)
Value$280.6K (-$7.2M)
Filed 2026-10-20
Ellis Investment Partners, LLC
INCREASED
Shares1,326 from 1,325
Change+1 (+0%)
Value$279.9K (-$16.8K)
Filed 2026-10-21
Kennebec Savings Bank
DECREASED
Shares1,324 from 2,816
Change-1,492 (-53%)
Value$279.3K (-$351.1K)
Filed 2026-10-22
Perryman Financial Advisory Inc
DECREASED
Shares1,323 from 1,360
Change-37 (-3%)
Value$279.1K (-$25.4K)
Filed 2026-10-16
Windsor Capital Management, LLC
NEW
Shares1,319
Change+1,319
Value$278.3K
Filed 2026-10-13
Cornerstone Wealth Group, LLC
DECREASED
Shares1,319 from 25,285
Change-23,966 (-95%)
Value$278.2K (-$5.4M)
Filed 2026-11-02
Mountain Pacific Investment Advisers LLC
INCREASED
Shares1,311 from 1,307
Change+4 (+0%)
Value$276.5K (-$16.0K)
Filed 2026-10-29
Bell Bank
NEW
Shares1,310
Change+1,310
Value$276.3K
Filed 2026-10-21
Stonebridge Financial Group, LLC
INCREASED
Shares1,309 from 1,250
Change+59 (+5%)
Value$276.1K (-$3.8K)
Filed 2026-10-01
Jnba Financial Advisors
DECREASED
Shares1,308 from 1,333
Change-25 (-2%)
Value$275.9K (-$22.5K)
Filed 2026-11-03
Greenup Street Wealth Management LLC
DECREASED
Shares1,304 from 1,328
Change-24 (-2%)
Value$275.1K (-$22.3K)
Filed 2026-10-28
MFG Investments, LLC
NEW
Shares1,302
Change+1,302
Value$274.6K
Filed 2026-10-30
Keudell ison Wealth Management
DECREASED
Shares1,302 from 1,444
Change-142 (-10%)
Value$274.6K (-$48.7K)
Filed 2026-10-16
Miller Wealth Advisors, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$274.2K (-$16.8K)
Filed 2026-11-02
Larry Mathis Financial Planning, LLC
DECREASED
Shares1,299 from 1,399
Change-100 (-7%)
Value$274.0K (-$39.2K)
Filed 2026-10-26
Sunpointe, LLC
DECREASED
Shares1,298 from 1,319
Change-21 (-2%)
Value$273.8K (-$21.5K)
Filed 2026-10-22
One Day In July LLC
NEW
Shares1,297
Change+1,297
Value$273.6K
Filed 2026-10-30
PDS Planning, Inc
DECREASED
Shares1,292 from 1,319
Change-27 (-2%)
Value$272.5K (-$22.8K)
Filed 2026-11-03
Baker Boyer National Bank
DECREASED
Shares1,291 from 1,293
Change-2 (0%)
Value$272.3K (-$17.1K)
Filed 2026-11-05
bLong Financial, LLC
DECREASED
Shares1,289 from 1,314
Change-25 (-2%)
Value$271.9K (-$22.3K)
Filed 2026-10-29
Retirement Planning Group, LLC
DECREASED
Shares1,285 from 1,394
Change-109 (-8%)
Value$271.1K (-$41.0K)
Filed 2026-10-19
QTR Family Wealth, LLC
NEW
Shares1,275
Change+1,275
Value$269.0K
Filed 2026-11-02
Sterling Wealth Management, Inc.
INCREASED
Shares1,275 from 1,273
Change+2 (+0%)
Value$268.9K (-$16.0K)
Filed 2026-10-23
Affiance Financial, LLC
NEW
Shares1,274
Change+1,274
Value$268.9K
Filed 2026-10-15
Tableaux LLC
UNCHANGED
Shares1,268 from 1,268
Change0 (0%)
Value$267.5K (-$16.4K)
Filed 2026-10-23
Abel Hall, LLC
DECREASED
Shares1,262 from 1,429
Change-167 (-12%)
Value$266.2K (-$53.7K)
Filed 2026-10-19
Fiduciary Financial Group, LLC
NEW
Shares1,255
Change+1,255
Value$264.7K
Filed 2026-10-13
Revolve Wealth Partners, LLC
DECREASED
Shares1,248 from 1,983
Change-735 (-37%)
Value$263.3K (-$180.8K)
Filed 2026-10-23
180 Wealth Advisors, LLC
NEW
Shares1,238
Change+1,238
Value$261.2K
Filed 2026-11-03
Kennedy Investment Group, Inc.
DECREASED
Shares1,237 from 1,352
Change-115 (-9%)
Value$260.9K (-$53.1K)
Filed 2026-10-21
Manchester Capital Management LLC
DECREASED
Shares1,235 from 1,269
Change-34 (-3%)
Value$260.5K (-$23.6K)
Filed 2026-10-22
Sepio Capital, LP
DECREASED
Shares1,234 from 1,422
Change-188 (-13%)
Value$260.3K (-$58.1K)
Filed 2026-10-22
Eagle Strategies LLC
INCREASED
Shares1,231 from 1,217
Change+14 (+1%)
Value$259.7K (-$12.8K)
Filed 2026-10-16
Fortem Financial Group, LLC
DECREASED
Shares1,214 from 1,474
Change-260 (-18%)
Value$256.1K (-$73.9K)
Filed 2026-10-20
Capital Advisors, Ltd. LLC
INCREASED
Shares1,211 from 1,207
Change+4 (+0%)
Value$255.0K (+$254.7K)
Filed 2026-10-27
Belleair Asset Management, LLC
UNCHANGED
Shares1,211 from 1,211
Change0 (0%)
Value$255.4K (-$15.7K)
Filed 2026-11-03
Adirondack Trust Co
DECREASED
Shares1,210 from 1,244
Change-34 (-3%)
Value$255.2K (-$23.3K)
Filed 2026-10-14
Masterinvest Kapitalanlage GmbH
UNCHANGED
Shares1,209 from 1,209
Change0 (0%)
Value$255.0K (-$15.7K)
Filed 2026-11-03
Vicus Capital
INCREASED
Shares1,207 from 934
Change+273 (+29%)
Value$254.6K (+$45.4K)
Filed 2026-11-05
Prentice Wealth Management LLC
INCREASED
Shares1,207 from 1,139
Change+68 (+6%)
Value$254.6K (-$417)
Filed 2026-10-20
Seamount Financial Group Inc
DECREASED
Shares1,203 from 1,344
Change-141 (-10%)
Value$253.8K (-$47.1K)
Filed 2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED
Shares1,201 from 1,112
Change+89 (+8%)
Value$252.2K (+$4.6K)
Filed 2026-10-21
Capstone Capital Management Ltd
NEW
Shares1,200
Change+1,200
Value$253.1K
Filed 2026-10-21
Cottage Street Advisors LLC
DECREASED
Shares1,200 from 1,253
Change-53 (-4%)
Value$253.2K (-$27.4K)
Filed 2026-10-19
Philip James Wealth Mangement, LLC
DECREASED
Shares1,197 from 1,213
Change-16 (-1%)
Value$252.5K (-$19.1K)
Filed 2026-10-27
Convergence Financial, LLC
DECREASED
Shares1,193 from 1,889
Change-696 (-37%)
Value$251.6K (-$171.2K)
Filed 2026-10-27
Portside Wealth Group, LLC
DECREASED
Shares1,193 from 1,212
Change-19 (-2%)
Value$251.7K (-$19.6K)
Filed 2026-10-20
Howard Capital Management Group, LLC
UNCHANGED
Shares1,192 from 1,192
Change0 (0%)
Value$251.4K (-$15.4K)
Filed 2026-10-16
Peachtree Investment Partners, LLC
INCREASED
Shares1,183 from 1,130
Change+53 (+5%)
Value$249.5K (-$3.5K)
Filed 2026-11-05
Cardinal Strategic Wealth Guidance
DECREASED
Shares1,183 from 1,185
Change-2 (0%)
Value$249.5K (-$15.7K)
Filed 2026-11-02
Alchemi Wealth, LLC
DECREASED
Shares1,179 from 1,194
Change-15 (-1%)
Value$248.7K (-$18.6K)
Filed 2026-11-04
Forum Financial Management, LP
DECREASED
Shares1,177 from 1,180
Change-3 (0%)
Value$248.3K (-$15.9K)
Filed 2026-10-16
Roman Butler Fullerton & Co
INCREASED
Shares1,176 from 1,141
Change+35 (+3%)
Value$247.1K (-$6.5K)
Filed 2026-10-27
Mendel Money Management
DECREASED
Shares1,162 from 1,282
Change-120 (-9%)
Value$245.1K (-$41.9K)
Filed 2026-11-02
Simon Quick Advisors, LLC
INCREASED
Shares1,161 from 1,143
Change+18 (+2%)
Value$244.9K (-$10.9K)
Filed 2026-10-26
Fragasso Financial Advisors Inc
DECREASED
Shares1,158 from 1,240
Change-82 (-7%)
Value$240.6K (-$37.1K)
Filed 2026-10-13
Pines Wealth Management, LLC
DECREASED
Shares1,156 from 1,484
Change-328 (-22%)
Value$243.8K (-$88.4K)
Filed 2026-10-21
Hummer Financial Advisory Services Inc
DECREASED
Shares1,155 from 1,193
Change-38 (-3%)
Value$243.5K (-$28.1K)
Filed 2026-10-09
Silverlake Wealth Management LLC
INCREASED
Shares1,154 from 1,140
Change+14 (+1%)
Value$243.5K (-$11.8K)
Filed 2026-10-21
Langley Wealth Management, LLC
DECREASED
Shares1,151 from 1,409
Change-258 (-18%)
Value$242.7K (-$72.7K)
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares1,150 from 1,032
Change+118 (+11%)
Value$242.6K (+$11.3K)
Filed 2026-11-02
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares1,148 from 1,105
Change+43 (+4%)
Value$242.2K (-$5.3K)
Filed 2026-11-04
Childress Capital Advisors, LLC
DECREASED
Shares1,146 from 1,148
Change-2 (0%)
Value$241.7K (-$15.3K)
Filed 2026-10-28
Harmony Asset Management LLC
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$241.8K (-$14.8K)
Filed 2026-10-20
Orrstown Financial Services Inc
DECREASED
Shares1,140 from 1,859
Change-719 (-39%)
Value$240.5K (-$175.8K)
Filed 2026-10-14
Verum Partners LLC
DECREASED
Shares1,138 from 1,265
Change-127 (-10%)
Value$240.1K (-$43.2K)
Filed 2026-10-21
Carrera Capital Advisors
NEW
Shares1,136
Change+1,136
Value$239.6K
Filed 2026-11-03
Crusonia Wealth Advisors LLC
INCREASED
Shares1,130 from 1,112
Change+18 (+2%)
Value$238.3K (-$17.7K)
Filed 2026-10-26
United Advisor Group, LLC
NEW
Shares1,127
Change+1,127
Value$237.8K
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
NEW
Shares1,122
Change+1,122
Value$236.7K
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares1,122 from 1,438
Change-316 (-22%)
Value$236.7K (-$85.3K)
Filed 2026-10-14
Sentinel Trust Co LBA
UNCHANGED
Shares1,118 from 1,118
Change0 (0%)
Value$236.0K (+$235.8K)
Filed 2026-11-03
Fort Washington Investment Advisors Inc
DECREASED
Shares1,116 from 1,157
Change-41 (-4%)
Value$235.4K (-$23.6K)
Filed 2026-10-15
KMG Fiduciary Partners, LLC
DECREASED
Shares1,113 from 1,263
Change-150 (-12%)
Value$234.8K (-$48.0K)
Filed 2026-10-14
Defined Wealth Management, LLC
DECREASED
Shares1,113 from 1,114
Change-1 (0%)
Value$234.8K (-$14.6K)
Filed 2026-10-19
Investors Asset Management of Georgia Inc
DECREASED
Shares1,112 from 1,881
Change-769 (-41%)
Value$234.6K (-$186.6K)
Filed 2026-10-20
Opal Wealth Advisors, LLC
DECREASED
Shares1,106 from 1,145
Change-39 (-3%)
Value$233.3K (-$23.0K)
Filed 2026-10-16
Hoey Investments, Inc
DECREASED
Shares1,106 from 1,107
Change-1 (0%)
Value$233.3K (-$14.4K)
Filed 2026-10-29
Plan Group Financial, LLC
DECREASED
Shares1,105 from 1,225
Change-120 (-10%)
Value$235.8K (-$38.5K)
Filed 2026-10-22
RKL Wealth Management LLC
NEW
Shares1,100
Change+1,100
Value$232.0K
Filed 2026-10-16
Canopy Partners, LLC
DECREASED
Shares1,098 from 1,385
Change-287 (-21%)
Value$231.6K (-$78.5K)
Filed 2026-10-28
True Private Wealth Advisors
INCREASED
Shares1,098 from 1,008
Change+90 (+9%)
Value$231.8K (+$6.1K)
Filed 2026-10-19
Shakespeare Wealth Management, LLC
NEW
Shares1,091
Change+1,091
Value$230.1K
Filed 2026-10-28
Allegheny Financial Group
INCREASED
Shares1,091 from 1,089
Change+2 (+0%)
Value$230.3K (-$13.5K)
Filed 2026-11-05
Gimbal Financial
UNCHANGED
Shares1,089 from 1,089
Change0 (0%)
Value$229.7K (-$14.1K)
Filed 2026-10-19
Clarus Group, Inc.
DECREASED
Shares1,088 from 1,090
Change-2 (0%)
Value$229.5K (-$23.5K)
Filed 2026-10-21
Balentine LLC
DECREASED
Shares1,087 from 1,400
Change-313 (-22%)
Value$229.2K (-$84.3K)
Filed 2026-11-03
KG Capital Management
DECREASED
Shares1,080 from 1,086
Change-6 (-1%)
Value$227.8K (-$15.3K)
Filed 2026-10-15
Hudock, Inc.
NEW
Shares1,076
Change+1,076
Value$227.1K
Filed 2026-10-14
Perpetual Ltd
DECREASED
Shares1,074 from 1,472
Change-398 (-27%)
Value$241.7K (-$87.9K)
Filed 2026-10-13
Private Management Group Inc
NEW
Shares1,070
Change+1,070
Value$225.7K
Filed 2026-11-04
ZWJ Investment Counsel Inc
NEW
Shares1,070
Change+1,070
Value$225.7K
Filed 2026-10-15
Goldstein Advisors, LLC
NEW
Shares1,067
Change+1,067
Value$225.1K
Filed 2026-10-15
Clay Northam Wealth Management, LLC
UNCHANGED
Shares1,067 from 1,067
Change0 (0%)
Value$225.1K (-$13.8K)
Filed 2026-10-13
Townsend Asset Management Corp
NEW
Shares1,063
Change+1,063
Value$224.2K
Filed 2026-10-29
Jackson Square Capital, LLC
DECREASED
Shares1,063 from 1,364
Change-301 (-22%)
Value$224.2K (-$81.2K)
Filed 2026-10-19
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares1,061 from 697
Change+364 (+52%)
Value$223.7K (+$67.7K)
Filed 2026-10-28
Mayfair Advisory Group, LLC
DECREASED
Shares1,051 from 1,121
Change-70 (-6%)
Value$221.8K (-$50.8K)
Filed 2026-10-20
Chapin Davis, Inc.
DECREASED
Shares1,050 from 1,059
Change-9 (-1%)
Value$221.3K (-$15.8K)
Filed 2026-10-09
BankPlus Wealth Management LLC
INCREASED
Shares1,049 from 981
Change+68 (+7%)
Value$221.9K (+$2.2K)
Filed 2026-10-13
Juncture Wealth Strategies, LLC
DECREASED
Shares1,047 from 1,058
Change-11 (-1%)
Value$220.9K (-$16.1K)
Filed 2026-10-06
Lifetime Wealth Management P.C.
UNCHANGED
Shares1,047 from 1,047
Change0 (0%)
Value$220.9K (-$13.6K)
Filed 2026-10-29
Security National Bank
NEW
Shares1,045
Change+1,045
Value$220.4K
Filed 2026-10-26
Alkeme Wealth, LLC
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$219.9K (-$13.4K)
Filed 2026-10-08
Intrua Financial, LLC
DECREASED
Shares1,039 from 1,171
Change-132 (-11%)
Value$219.1K (-$43.2K)
Filed 2026-10-28
Spinnaker Investment Group, LLC
INCREASED
Shares1,039 from 948
Change+91 (+10%)
Value$219.2K (+$6.9K)
Filed 2026-10-13
First Bancorp, Inc
DECREASED
Shares1,038 from 1,249
Change-211 (-17%)
Value$219.0K (-$60.7K)
Filed 2026-10-26
SBI Securities Co., Ltd.
INCREASED
Shares1,036 from 859
Change+177 (+21%)
Value$218.5K (+$26.2K)
Filed 2026-10-22
Westover Capital Advisors, LLC
DECREASED
Shares1,035 from 1,077
Change-42 (-4%)
Value$218.3K (-$22.7K)
Filed 2026-10-26
Davidson Investment Advisors
DECREASED
Shares1,031 from 53,764
Change-52,733 (-98%)
Value$217.5K (-$11.8M)
Filed 2026-10-20
LCM Capital Management Inc
INCREASED
Shares1,027 from 1,005
Change+22 (+2%)
Value$216.6K (-$9.6K)
Filed 2026-10-20
TrueWealth Advisors, LLC
NEW
Shares1,025
Change+1,025
Value$216.2K
Filed 2026-10-09
Grey Fox Wealth Advisors, LLC
DECREASED
Shares1,025 from 1,271
Change-246 (-19%)
Value$216.2K (-$68.3K)
Filed 2026-11-03
First Premier Bank
NEW
Shares1,024
Change+1,024
Value$216
Filed 2026-10-13
Evermay Wealth Management LLC
DECREASED
Shares1,024 from 1,114
Change-90 (-8%)
Value$216.0K (-$33.3K)
Filed 2026-11-05
Herold Advisors, Inc.
NEW
Shares1,018
Change+1,018
Value$214.7K
Filed 2026-10-19
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares1,018 from 1,018
Change0 (0%)
Value$214.7K (-$13.2K)
Filed 2026-10-19
Castle Rock Wealth Management, LLC
DECREASED
Shares1,005 from 4,258
Change-3,253 (-76%)
Value$214.0K (-$730.2K)
Filed 2026-10-09
Partners Wealth Management, LLC
NEW
Shares1,000
Change+1,000
Value$210.9K
Filed 2026-10-28
Sather Financial Group Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$210.9K (-$13.0K)
Filed 2026-10-30
Pekin Hardy Strauss, Inc.
DECREASED
Shares985 from 2,108
Change-1,123 (-53%)
Value$207.8K (-$264.2K)
Filed 2026-11-02
Advisor OS, LLC
DECREASED
Shares980 from 1,026
Change-46 (-4%)
Value$206.8K (-$23.0K)
Filed 2026-11-03
Barrett & Company, Inc.
DECREASED
Shares979 from 1,062
Change-83 (-8%)
Value$206.4K (-$31.4K)
Filed 2026-10-22
Verity Asset Management, Inc.
DECREASED
Shares977 from 996
Change-19 (-2%)
Value$206.2K (-$16.8K)
Filed 2026-10-30
Trilogy Capital Inc.
NEW
Shares971
Change+971
Value$204.8K
Filed 2026-10-20
Highline Wealth Partners LLC
INCREASED
Shares968 from 776
Change+192 (+25%)
Value$204.2K (+$30.5K)
Filed 2026-10-19
Veracity Capital LLC
NEW
Shares965
Change+965
Value$203.6K
Filed 2026-10-08
Kelly Financial Group LLC
UNCHANGED
Shares965 from 965
Change0 (0%)
Value$203.6K (-$12.5K)
Filed 2026-10-16
Income Insurance Ltd
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$202.5K (-$12.4K)
Filed 2026-10-21
Ignite Planners, LLC
DECREASED
Shares959 from 960
Change-1 (0%)
Value$202.3K (-$12.7K)
Filed 2026-10-14
Embree Financial Group
DECREASED
Shares956 from 1,026
Change-70 (-7%)
Value$201.6K (-$28.0K)
Filed 2026-10-22
Thompson Siegel & Walmsley LLC
DECREASED
Shares952 from 996
Change-44 (-4%)
Value$201.0K (+$200.8K)
Filed 2026-11-05
Valley National Advisers Inc
DECREASED
Shares943 from 2,965
Change-2,022 (-68%)
Value$199.0K (-$464.9K)
Filed 2026-10-23
Taylor Financial Group, Inc.
DECREASED
Shares941 from 1,066
Change-125 (-12%)
Value$208.3K (-$30.4K)
Filed 2026-11-02
Acropolis Investment Management, LLC
INCREASED
Shares920 from 767
Change+153 (+20%)
Value$194.1K (+$22.3K)
Filed 2026-10-08
Bullock Wealth Management Group
INCREASED
Shares920 from 901
Change+19 (+2%)
Value$196.8K (-$3.0K)
Filed 2026-10-09
Dynamic Wealth Strategies, LLC
INCREASED
Shares914 from 509
Change+405 (+80%)
Value$192.8K (+$78.8K)
Filed 2026-10-16
Bangor Savings Bank
NEW
Shares910
Change+910
Value$192.0K
Filed 2026-10-06
Godsey & Gibb, Inc
INCREASED
Shares908 from 733
Change+175 (+24%)
Value$191.5K (+$27.5K)
Filed 2026-10-14
Livforsakringsbolaget Skandia, Omsesidigt
NEW
Shares900
Change+900
Value$189.8K
Filed 2026-10-21
Pacific Center for Financial Services
DECREASED
Shares893 from 894
Change-1 (0%)
Value$188.5K (-$11.6K)
Filed 2026-10-15
Three Bridge Wealth Advisors, LLC
NEW
Shares879
Change+879
Value$185.4K
Filed 2026-11-05
Certuity, LLC
INCREASED
Shares878 from 643
Change+235 (+37%)
Value$185.1K (+$41.2K)
Filed 2026-11-02
Cromwell Holdings LLC
DECREASED
Shares872 from 1,004
Change-132 (-13%)
Value$183.9K (-$40.9K)
Filed 2026-10-28
Center for Financial Planning, Inc.
INCREASED
Shares871 from 217
Change+654 (+301%)
Value$183.7K (+$133.3K)
Filed 2026-10-26
Kingdom Financial Group Llc.
DECREASED
Shares834 from 1,330
Change-496 (-37%)
Value$176.0K (-$121.8K)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares811 from 987
Change-176 (-18%)
Value$171.0K (-$62.7K)
Filed 2026-10-30
Nemes Rush Group LLC
DECREASED
Shares787 from 799
Change-12 (-1%)
Value$165.9K (-$13.0K)
Filed 2026-11-04
Essential Partners LLC
INCREASED
Shares770 from 470
Change+300 (+64%)
Value$162.4K (+$57.2K)
Filed 2026-10-14
Alpine Bank Wealth Management
NEW
Shares767
Change+767
Value$161.6K
Filed 2026-10-16
Sava Infond d.o.o.
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$161.4K (-$9.9K)
Filed 2026-10-28
Vaquero Private Wealth, LTD
DECREASED
Shares757 from 766
Change-9 (-1%)
Value$159.7K (-$11.8K)
Filed 2026-10-27
Financial Consulate, Inc
DECREASED
Shares749 from 816
Change-67 (-8%)
Value$158.0K (-$24.7K)
Filed 2026-10-23
Acima Private Wealth, LLC
NEW
Shares747
Change+747
Value$157.6K
Filed 2026-10-05
GGM Financial LLC
DECREASED
Shares740 from 758
Change-18 (-2%)
Value$156.2K (-$13.5K)
Filed 2026-11-05
Deseret Mutual Benefit Administrators
DECREASED
Shares729 from 762
Change-33 (-4%)
Value$153.8K (-$16.7K)
Filed 2026-11-04
Trust Co
DECREASED
Shares718 from 746
Change-28 (-4%)
Value$151.5K (-$15.6K)
Filed 2026-10-09
Lynch Investment Planning, LLC
NEW
Shares714
Change+714
Value$150.6K
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares699 from 795
Change-96 (-12%)
Value$147.4K (-$30.6K)
Filed 2026-10-27
St. Johns Investment Management Company, LLC
UNCHANGED
Shares696 from 696
Change0 (0%)
Value$146.8K (-$9.0K)
Filed 2026-10-30
Southern Michigan Bank & Trust
DECREASED
Shares695 from 943
Change-248 (-26%)
Value$146.6K (-$64.4K)
Filed 2026-10-19
Adkins Seale Capital Management LLC
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$146.2K (-$9.0K)
Filed 2026-10-27
Global Trust Asset Management, LLC
NEW
Shares692
Change+692
Value$146.0K
Filed 2026-10-19
Kelleher Financial Advisors
DECREASED
Shares670 from 1,743
Change-1,073 (-62%)
Value$141.3K (-$248.9K)
Filed 2026-10-30
Rosenberg Matthew Hamilton
DECREASED
Shares661 from 755
Change-94 (-12%)
Value$139.4K (-$29.6K)
Filed 2026-10-05
StrongBox Wealth, LLC
DECREASED
Shares638 from 1,203
Change-565 (-47%)
Value$134.6K (-$134.8K)
Filed 2026-11-02
Key FInancial Inc
DECREASED
Shares631 from 636
Change-5 (-1%)
Value$133.1K (-$9.3K)
Filed 2026-11-02
Atwood & Palmer Inc
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$132.5K (-$8.1K)
Filed 2026-10-08
Quaker Wealth Management, LLC
DECREASED
Shares626 from 722
Change-96 (-13%)
Value$132.0K (-$29.7K)
Filed 2026-10-22
Roxbury Financial LLC
NEW
Shares616
Change+616
Value$129.9K
Filed 2026-10-01
North Point Portfolio Managers Corp
NEW
Shares598
Change+598
Value$126.1K
Filed 2026-10-07
Copeland Capital Management, LLC
NEW
Shares589
Change+589
Value$124.2K
Filed 2026-10-13
Thompson Investment Management, Inc.
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$122.3K (-$7.5K)
Filed 2026-10-14
Towne Trust Company, N.a
DECREASED
Shares560 from 4,420
Change-3,860 (-87%)
Value$118.1K (-$871.5K)
Filed 2026-10-28
J.Safra Asset Management Corp
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$117.9K (-$7.2K)
Filed 2026-11-03
TFC Financial Management, Inc.
INCREASED
Shares551 from 524
Change+27 (+5%)
Value$116.2K (-$1.1K)
Filed 2026-10-26
First Command Advisory Services, Inc.
INCREASED
Shares537 from 165
Change+372 (+225%)
Value$113.3K (+$76.3K)
Filed 2026-11-05
Dakota Community Bank & Trust NA
DECREASED
Shares534 from 587
Change-53 (-9%)
Value$112.6K (-$26.9K)
Filed 2026-10-09
William Mack & Associates, Inc.
NEW
Shares525
Change+525
Value$110.7K
Filed 2026-10-27
Hara Capital LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$110.7K (-$6.8K)
Filed 2026-10-30
Montgomery Financial Services LLC
NEW
Shares513
Change+513
Value$108.2K
Filed 2026-11-03
Piscataqua Savings Bank
UNCHANGED
Shares501 from 501
Change0 (0%)
Value$105.7K (-$6.5K)
Filed 2026-10-21
University of Texas S AM Investment Management Co
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$104.4K (-$6.6K)
Filed 2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$101.3K (-$6.2K)
Filed 2026-11-03
UMB Private Wealth Management, LLC
NEW
Shares464
Change+464
Value$97.9K
Filed 2026-10-19
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares459 from 392
Change+67 (+17%)
Value$96.8K (+$9.1K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
DECREASED
Shares458 from 882
Change-424 (-48%)
Value$96.6K (-$100.9K)
Filed 2026-10-29
True Wealth Design, LLC
INCREASED
Shares447 from 208
Change+239 (+115%)
Value$94.3K (+$47.7K)
Filed 2026-10-13
Princeton Global Asset Management LLC
DECREASED
Shares445 from 563
Change-118 (-21%)
Value$93.9K (-$32.2K)
Filed 2026-10-21
Dorato Capital Management
UNCHANGED
Shares442 from 442
Change0 (0%)
Value$92.0K (-$8.1K)
Filed 2026-10-08
High Note Wealth, LLC
INCREASED
Shares428 from 372
Change+56 (+15%)
Value$90.3K (+$7.0K)
Filed 2026-10-27
Bank of New Hampshire
DECREASED
Shares413 from 893
Change-480 (-54%)
Value$87.1K (-$112.7K)
Filed 2026-10-06
Mosley Wealth Management
INCREASED
Shares412 from 399
Change+13 (+3%)
Value$86.8K (-$2.6K)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
DECREASED
Shares410 from 554
Change-144 (-26%)
Value$86.5K (-$37.6K)
Filed 2026-11-04
Washington Trust Advisors, Inc.
DECREASED
Shares409 from 461
Change-52 (-11%)
Value$86.3K (-$16.9K)
Filed 2026-10-22
Lodestone Wealth Management LLC
INCREASED
Shares407 from 406
Change+1 (+0%)
Value$85.9K (-$5.0K)
Filed 2026-10-14
Curat Global, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$84.4K (-$5.2K)
Filed 2026-10-26
Summit Securities Group LLC
NEW
Shares396
Change+396
Value$83.5K
Filed 2026-11-05
SJS Investment Consulting Inc.
INCREASED
Shares393 from 118
Change+275 (+233%)
Value$82.9K (+$56.6K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
DECREASED
Shares390 from 475
Change-85 (-18%)
Value$82.3K (-$24.0K)
Filed 2026-11-05
Pension & Wealth Management Advisors, Inc.
NEW
Shares379
Change+379
Value$80.0K
Filed 2026-10-16
Main Street Group, LTD
INCREASED
Shares374 from 194
Change+180 (+93%)
Value$78.9K (+$35.5K)
Filed 2026-10-28
Centerpoint Advisors, LLC
DECREASED
Shares352 from 371
Change-19 (-5%)
Value$74.0K (+$73.9K)
Filed 2026-11-05
United Community Bank
DECREASED
Shares349 from 663
Change-314 (-47%)
Value$73.6K (-$74.7K)
Filed 2026-10-28
Keystone Financial Group, Inc.
INCREASED
Shares346 from 345
Change+1 (+0%)
Value$73.0K (-$4.2K)
Filed 2026-10-13
First Financial Corp
NEW
Shares338
Change+338
Value$71.3K
Filed 2026-10-13
Community Financial Services Group, LLC
NEW
Shares338
Change+338
Value$72.3K
Filed 2026-10-15
Owl Creek Wealth Partners LLC
DECREASED
Shares338 from 348
Change-10 (-3%)
Value$71.3K (-$6.5K)
Filed 2026-10-20
Richardson Capital Management LLC
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$70.7K (-$4.3K)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares329 from 330
Change-1 (0%)
Value$69.4K (-$4.4K)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares325 from 479,884
Change-479,559 (-100%)
Value$68.0K (-$39.4K)
Filed 2026-11-02
Covestor Ltd
INCREASED
Shares316 from 59
Change+257 (+436%)
Value$67.0K (+$67.0K)
Filed 2026-10-30
Hickory Point Bank & Trust
NEW
Shares306
Change+306
Value$64.5K
Filed 2026-10-01
FNY Investment Advisers, LLC
DECREASED
Shares300 from 1,096
Change-796 (-73%)
Value$63 (-$182)
Filed 2026-10-16
LFA - Lugano Financial Advisors SA
DECREASED
Shares300 from 358
Change-58 (-16%)
Value$63.3K (-$16.9K)
Filed 2026-11-03
Trifecta Capital Advisors, LLC
DECREASED
Shares300 from 303
Change-3 (-1%)
Value$63.3K (-$4.4K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares295 from 273
Change+22 (+8%)
Value$62.2K (+$1.1K)
Filed 2026-10-20
Wilkerson Advisory Group LLC
DECREASED
Shares287 from 288
Change-1 (0%)
Value$60.5K (-$3.9K)
Filed 2026-10-20
Wolff Wiese Magana LLC
DECREASED
Shares286 from 287
Change-1 (0%)
Value$60.3K (-$3.8K)
Filed 2026-10-15
Olistico Wealth, LLC
NEW
Shares285
Change+285
Value$60.1K
Filed 2026-10-05
Nfsg Corp
DECREASED
Shares273 from 372
Change-99 (-27%)
Value$57.6K (-$25.7K)
Filed 2026-10-15
American Capital Advisory, LLC
DECREASED
Shares267 from 273
Change-6 (-2%)
Value$56.3K (-$4.7K)
Filed 2026-10-28
Creative Financial Designs Inc
DECREASED
Shares263 from 375
Change-112 (-30%)
Value$55.5K (-$28.5K)
Filed 2026-11-04
Banque de Luxembourg S.A.
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$52.9K (-$3.3K)
Filed 2026-10-14
Cape Investment Advisory, Inc.
DECREASED
Shares250 from 358
Change-108 (-30%)
Value$52.7K (-$27.4K)
Filed 2026-10-13
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares250 from 144
Change+106 (+74%)
Value$52.7K (+$20.5K)
Filed 2026-10-20
Aspect Partners, LLC
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$52.1K (-$3.2K)
Filed 2026-10-20
Richardson Financial Services Inc.
NEW
Shares246
Change+246
Value$51.9K
Filed 2026-10-30
Harbor Asset Planning, Inc.
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$51.7K (-$3.2K)
Filed 2026-10-23
Hurley Capital, LLC
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$51.0K (-$3.0K)
Filed 2026-11-05
Accordant Advisory Group Inc
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$50.4K (-$3.1K)
Filed 2026-10-29
Trellis Wealth Advisors LLC
NEW
Shares235
Change+235
Value$49.6K
Filed 2026-10-19
Brown Shipley& Co Ltd
INCREASED
Shares232 from 192
Change+40 (+21%)
Value$48.9K (+$5.9K)
Filed 2026-10-09
Triumph Capital Management
INCREASED
Shares226 from 196
Change+30 (+15%)
Value$47.7K (+$3.8K)
Filed 2026-10-14
West Paces Advisors Inc.
UNCHANGED
Shares214 from 214
Change0 (0%)
Value$45.1K (-$2.8K)
Filed 2026-10-13
First Community Trust NA
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$44.9K (-$2.8K)
Filed 2026-10-07
Gables Capital Management Inc.
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$44.5K (-$2.7K)
Filed 2026-11-04
Downshift Financial, LLC
DECREASED
Shares210 from 360
Change-150 (-42%)
Value$44.3K (-$36.3K)
Filed 2026-10-13
MB, Levis & Associates, LLC
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$43.9K (-$2.7K)
Filed 2026-10-16
Bell Investment Advisors, Inc
INCREASED
Shares207 from 135
Change+72 (+53%)
Value$43.7K (+$13.4K)
Filed 2026-10-29
Pillar Financial Advisors, LLC
NEW
Shares202
Change+202
Value$42.6K
Filed 2026-10-21
Private Wealth Management Group, LLC
NEW
Shares202
Change+202
Value$42.6K
Filed 2026-10-19
MV Capital Management, Inc.
DECREASED
Shares200 from 203
Change-3 (-1%)
Value$42.2K (-$3.3K)
Filed 2026-10-29
Holos Integrated Wealth LLC
INCREASED
Shares190 from 65
Change+125 (+192%)
Value$39.9K (+$25.3K)
Filed 2026-10-23
Arlington Trust Co LLC
INCREASED
Shares187 from 146
Change+41 (+28%)
Value$39.4K (+$6.8K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
INCREASED
Shares184 from 179
Change+5 (+3%)
Value$38.7K (-$1.4K)
Filed 2026-10-28
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$38.6K (-$2.4K)
Filed 2026-10-23
Financial Management Professionals, Inc.
INCREASED
Shares178 from 161
Change+17 (+11%)
Value$37.5K (+$1.5K)
Filed 2026-10-23
Bayban
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$38.4K ($0)
Filed 2026-11-05
Salomon & Ludwin, LLC
DECREASED
Shares169 from 250
Change-81 (-32%)
Value$35.6K (-$19.8K)
Filed 2026-10-29
Kentucky Trust Co
DECREASED
Shares165 from 178
Change-13 (-7%)
Value$34.8K (-$5.0K)
Filed 2026-10-15
Rydar Equities, Inc.
NEW
Shares163
Change+163
Value$33.8K
Filed 2026-10-13
Belvedere Trading LLC
DECREASED
Shares161 from 3,583
Change-3,422 (-96%)
Value$34.0K (-$768.3K)
Filed 2026-11-05
Mascoma Wealth Management LLC
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$32.3K (-$2.0K)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares150
Change+150
Value$31.7K
Filed 2026-10-27
Concord Wealth Partners
DECREASED
Shares150 from 715
Change-565 (-79%)
Value$31.7K (-$128.3K)
Filed 2026-11-02
Westside Investment Management, Inc.
DECREASED
Shares149 from 253
Change-104 (-41%)
Value$31.4K (-$25.2K)
Filed 2026-11-02
Ares Financial Consulting, LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$31.2K (-$1.9K)
Filed 2026-10-19
Cranbrook Wealth Management, LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$30.6K (-$1.9K)
Filed 2026-10-28
Maseco LLP
INCREASED
Shares140 from 135
Change+5 (+4%)
Value$29.5K (-$681)
Filed 2026-10-27
Access Investment Management LLC
DECREASED
Shares137 from 138
Change-1 (-1%)
Value$28.9K (-$1.9K)
Filed 2026-10-23
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$28.9K (-$1.6K)
Filed 2026-10-01
Entrust Financial LLC
DECREASED
Shares134 from 136
Change-2 (-1%)
Value$28.3K (-$2.2K)
Filed 2026-11-04
Catalyst Capital Advisors LLC
DECREASED
Shares131 from 4,659
Change-4,528 (-97%)
Value$27.6K (-$1.0M)
Filed 2026-11-02
Ulland Investment Advisors, LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$27 (-$1)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$26.6K (-$1.6K)
Filed 2026-10-15
Next Level Wealth Planning, LLC
NEW
Shares125
Change+125
Value$26.4K
Filed 2026-10-29
WPG Advisers, LLC
DECREASED
Shares125 from 148
Change-23 (-16%)
Value$26.4K (-$6.8K)
Filed 2026-10-27
Hager Investment Management Services, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$26.4K (-$1.6K)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares119 from 118
Change+1 (+1%)
Value$25.2K (-$1.3K)
Filed 2026-10-29
First Pacific Financial
DECREASED
Shares119 from 120
Change-1 (-1%)
Value$25.2K (-$1.8K)
Filed 2026-10-14
West Branch Capital LLC
NEW
Shares117
Change+117
Value$24.7K
Filed 2026-10-20
Breakwater Investment Management
INCREASED
Shares115 from 114
Change+1 (+1%)
Value$24.3K (-$1.3K)
Filed 2026-10-20
Noble Wealth Management PBC
NEW
Shares114
Change+114
Value$24.0K
Filed 2026-10-01
Horizon Financial Services, LLC
INCREASED
Shares111 from 98
Change+13 (+13%)
Value$23.4K (+$1.5K)
Filed 2026-11-04
Elevation Wealth Partners, LLC
INCREASED
Shares108 from 89
Change+19 (+21%)
Value$22.8K (+$2.9K)
Filed 2026-10-07
Sfam, LLC
DECREASED
Shares107 from 108
Change-1 (-1%)
Value$22.6K (-$1.5K)
Filed 2026-11-03
WestEnd Advisors, LLC
NEW
Shares104
Change+104
Value$21.8K
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
INCREASED
Shares104 from 95
Change+9 (+9%)
Value$21.9K (+$673)
Filed 2026-11-02
1620 Investment Advisors, Inc.
NEW
Shares102
Change+102
Value$21.5K
Filed 2026-11-04
Align Financial, LLC
INCREASED
Shares102 from 101
Change+1 (+1%)
Value$21.5K (-$1.1K)
Filed 2026-10-16
Midwest Capital Advisors, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$21.5K (-$1.3K)
Filed 2026-11-04
Meriwether Wealth & Planning, LLC
NEW
Shares98
Change+98
Value$20.7K
Filed 2026-10-13
Marquette Asset Management, LLC
DECREASED
Shares95 from 116
Change-21 (-18%)
Value$20.0K (-$5.8K)
Filed 2026-10-09
Ameliora Wealth Management Ltd.
DECREASED
Shares95 from 96
Change-1 (-1%)
Value$20.0K (-$1.3K)
Filed 2026-10-23
Birchwood Financial Partners, Inc.
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$20.0K (-$1.2K)
Filed 2026-11-02
Abound Wealth Management
INCREASED
Shares94 from 60
Change+34 (+57%)
Value$19.9K (+$6.4K)
Filed 2026-10-26
Key Capital Management, Inc
INCREASED
Shares87 from 82
Change+5 (+6%)
Value$18.4K (-$8)
Filed 2026-11-03
Putney Financial Group LLC
NEW
Shares86
Change+86
Value$18.1K
Filed 2026-10-30
Fortitude Family Office, LLC
DECREASED
Shares85 from 152
Change-67 (-44%)
Value$17.9K (-$16.1K)
Filed 2026-10-14
High Point Wealth Management, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$17.9K (-$1.1K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares84
Change+84
Value$17.7K
Filed 2026-11-04
Guardian Partners Inc.
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$17.7K (-$1.1K)
Filed 2026-10-21
Cdkv Holdings LLC
DECREASED
Shares83 from 84
Change-1 (-1%)
Value$17.5K (-$1.3K)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
NEW
Shares82
Change+82
Value$17.3K
Filed 2026-10-15
Bank & Trust Co
DECREASED
Shares82 from 159
Change-77 (-48%)
Value$17.3K (-$18.8K)
Filed 2026-10-07
Intesa Sanpaolo Wealth Management
NEW
Shares80
Change+80
Value$16.9K
Filed 2026-10-28
James T. Borello RIA
DECREASED
Shares79 from 123
Change-44 (-36%)
Value$16.7K (-$10.9K)
Filed 2026-10-16
Markowski Investments
INCREASED
Shares77 from 52
Change+25 (+48%)
Value$16.3K (+$4.6K)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
INCREASED
Shares77 from 70
Change+7 (+10%)
Value$16.3K (+$534)
Filed 2026-11-04
Pathway Financial Advisers, LLC
NEW
Shares74
Change+74
Value$15.6K
Filed 2026-10-27
Heritage Family Offices, LLP
NEW
Shares72
Change+72
Value$15.2K
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares72 from 314
Change-242 (-77%)
Value$15.2K (-$55.1K)
Filed 2026-10-14
Hilton Head Capital Partners, LLC
DECREASED
Shares72 from 73
Change-1 (-1%)
Value$15.2K (-$1.2K)
Filed 2026-10-23
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$15.2K (-$933)
Filed 2026-10-23
RMG Wealth Management LLC
NEW
Shares69
Change+69
Value$14.9K
Filed 2026-10-26
Kozak & Associates, Inc.
NEW
Shares65
Change+65
Value$14.3K
Filed 2026-10-29
Plato Investment Management Ltd
DECREASED
Shares63 from 997
Change-934 (-94%)
Value$13.3K (-$208.6K)
Filed 2026-11-05
Avion Wealth
DECREASED
Shares63 from 72
Change-9 (-12%)
Value$13 (-$3)
Filed 2026-11-04
Reap Financial Group, LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$13.3K (-$772)
Filed 2026-11-02
SRH Advisors, LLC
NEW
Shares62
Change+62
Value$13.1K
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$13.1K (-$803)
Filed 2026-10-23
Fairway Wealth LLC
NEW
Shares56
Change+56
Value$11.8K
Filed 2026-10-30
Mainstream Capital Management LLC
NEW
Shares55
Change+55
Value$11.6K
Filed 2026-10-23
Tsfg, LLC
DECREASED
Shares53 from 881
Change-828 (-94%)
Value$11 (-$186)
Filed 2026-10-23
Nvwm, LLC
INCREASED
Shares52 from 51
Change+1 (+2%)
Value$11.0K (-$450)
Filed 2026-10-14
Arcadia Investment Advisors LLC
NEW
Shares50
Change+50
Value$10.5K
Filed 2026-10-13
Hughes Financial Services, LLC
INCREASED
Shares50 from 27
Change+23 (+85%)
Value$11.1K (+$5.1K)
Filed 2026-10-30
Creative Capital Management Investments LLC
DECREASED
Shares49 from 165
Change-116 (-70%)
Value$10.3K (-$26.6K)
Filed 2026-10-28
Fairman Group, LLC
INCREASED
Shares49 from 5
Change+44 (+880%)
Value$11.3K (+$10.2K)
Filed 2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares48
Change+48
Value$10
Filed 2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED
Shares48 from 35
Change+13 (+37%)
Value$10.1K (+$2.3K)
Filed 2026-11-03
IMG Wealth Management, Inc.
INCREASED
Shares44 from 31
Change+13 (+42%)
Value$9.3K (+$2.3K)
Filed 2026-10-27
Fairscale Capital, LLC
INCREASED
Shares44 from 42
Change+2 (+5%)
Value$9.6K (+$203)
Filed 2026-11-04
Valued Wealth Advisors LLC
DECREASED
Shares34 from 195
Change-161 (-83%)
Value$7.2K (-$36.5K)
Filed 2026-11-05
Proathlete Wealth Management LLC
NEW
Shares33
Change+33
Value$7.0K
Filed 2026-10-15
Evolution Wealth Management Inc.
DECREASED
Shares31 from 124
Change-93 (-75%)
Value$6.5K (-$21.1K)
Filed 2026-10-28
KFG LLC
NEW
Shares30
Change+30
Value$6.3K
Filed 2026-11-02
CKW Financial Group
NEW
Shares30
Change+30
Value$6
Filed 2026-10-29
Rakuten Securities, Inc.
NEW
Shares30
Change+30
Value$6.3K
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares29
Change+29
Value$6.2K
Filed 2026-10-27
Bare Financial Services, Inc
DECREASED
Shares29 from 40
Change-11 (-27%)
Value$6.1K (-$2.8K)
Filed 2026-11-04
O'Domhnaill Enterprises, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$6.1K (-$376)
Filed 2026-10-29
Contravisory Investment Management, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$6.1K (-$376)
Filed 2026-10-13
Y.D. More Investments Ltd
DECREASED
Shares27 from 75
Change-48 (-64%)
Value$5.7K (-$11.0K)
Filed 2026-11-02
Gleason Group, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$5.7K (-$345)
Filed 2026-10-15
Investors Research Corp
DECREASED
Shares26 from 52
Change-26 (-50%)
Value$5.5K (-$6.2K)
Filed 2026-10-07
Strategic Advocates LLC
DECREASED
Shares24 from 28
Change-4 (-14%)
Value$5.1K (-$1.2K)
Filed 2026-11-03
Acumen Wealth Advisors, LLC
INCREASED
Shares23 from 7
Change+16 (+229%)
Value$4.9K (+$3.3K)
Filed 2026-11-05
One River Asset Management, LLC
NEW
Shares21
Change+21
Value$4.4K
Filed 2026-10-21
Clean Yield Group
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.4K (-$272)
Filed 2026-10-28
Phillip James Consulting Co.
DECREASED
Shares20 from 23
Change-3 (-13%)
Value$4.2K (-$931)
Filed 2026-11-03
Redwood Park Advisors LLC
DECREASED
Shares20 from 21
Change-1 (-5%)
Value$4.2K (-$367)
Filed 2026-11-02
Burk Holdings LLC
INCREASED
Shares18 from 15
Change+3 (+20%)
Value$3.8K (+$438)
Filed 2026-11-05
Clark Wealth Partners
INCREASED
Shares17 from 16
Change+1 (+6%)
Value$3.6K (+$115)
Filed 2026-10-19
Goodman Advisory Group, LLC
NEW
Shares15
Change+15
Value$3.2K
Filed 2026-11-02
Catherine Avery Investment Management LLC
NEW
Shares14
Change+14
Value$3.0K
Filed 2026-10-14
Monetary Solutions, Ltd
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.7K (-$169)
Filed 2026-10-22
Cornerstone National Bank & Trust Co
NEW
Shares11
Change+11
Value$2.4K
Filed 2026-10-20
Planning Strategies Inc.
DECREASED
Shares9 from 166
Change-157 (-95%)
Value$1.9K (-$35.3K)
Filed 2026-10-02
Retirement Wealth Solutions LLC
NEW
Shares8
Change+8
Value$1.7K
Filed 2026-10-07
Cedar Mountain Advisors, LLC
NEW
Shares8
Change+8
Value$1.7K
Filed 2026-10-15
New England Capital Financial Advisors LLC
DECREASED
Shares7 from 106
Change-99 (-93%)
Value$1.5K (-$22.1K)
Filed 2026-11-03
Gilpin Wealth Management, LLC
DECREASED
Shares7 from 53
Change-46 (-87%)
Value$1.5K (-$10.3K)
Filed 2026-10-09
PayPay Securities Corp
DECREASED
Shares7 from 9
Change-2 (-22%)
Value$1.5K (-$538)
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.5K (-$90)
Filed 2026-10-21
GoalVest Advisory LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.5K (-$90)
Filed 2026-10-02
Signature Resources Capital Management, LLC
INCREASED
Shares6 from 3
Change+3 (+100%)
Value$1.3K (+$594)
Filed 2026-10-16
Granite FO LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.3K (-$77)
Filed 2026-10-14
DecisionPoint Financial, LLC
DECREASED
Shares5 from 25
Change-20 (-80%)
Value$1.1K (-$4.5K)
Filed 2026-10-27
Strengthening Families & Communities, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.1K (-$65)
Filed 2026-10-21
Torren Management, LLC
NEW
Shares4
Change+4
Value$845
Filed 2026-10-29
Davis Capital Management
DECREASED
Shares4 from 8
Change-4 (-50%)
Value$844 (-$947)
Filed 2026-10-08
Morton Brown Family Wealth, LLC
DECREASED
Shares4 from 5
Change-1 (-20%)
Value$844 (-$276)
Filed 2026-10-23
Advocate Investing Services LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$844 (-$52)
Filed 2026-10-26
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares2 from 182
Change-180 (-99%)
Value$422 (-$40.3K)
Filed 2026-10-28
Networth Advisors, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$423 (-$25)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
NEW
Shares1
Change+1
Value$211
Filed 2026-11-02
NorthAvenue LLC
DECREASED
Shares1 from 13
Change-12 (-92%)
Value$211 (-$2.6K)
Filed 2026-10-29
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$211 (-$13)
Filed 2026-10-15
Locust Wood Capital Advisers, LLC
CLOSED
Shares0 from 256,053
Change-256,053 (-100%)
Value$0 (-$57.3M)
Filed 2026-11-03
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 25,097
Change-25,097 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-15
Imc-Chicago, LLC
CLOSED
Shares0 from 20,717
Change-20,717 (-100%)
Value$0 (-$4.6M)
Filed 2026-11-05
Smithbridge Asset Management Inc
CLOSED
Shares0 from 16,213
Change-16,213 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-19
Advisory Resource Group
CLOSED
Shares0 from 15,492
Change-15,492 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-26
Bouvel Investment Partners, LLC
CLOSED
Shares0 from 13,523
Change-13,523 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-13
Greystone Financial Group, LLC
CLOSED
Shares0 from 12,214
Change-12,214 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-26
Maxi Investments CY Ltd
CLOSED
Shares0 from 11,900
Change-11,900 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-26
Wellington Shields & Co., LLC
CLOSED
Shares0 from 9,021
Change-9,021 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-03
CenterBook Partners LP
CLOSED
Shares0 from 8,927
Change-8,927 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-02
Vertrix Wealth Management, LLC
CLOSED
Shares0 from 7,146
Change-7,146 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-13
Left Brain Wealth Management, LLC
CLOSED
Shares0 from 7,084
Change-7,084 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-28
Matauro, LLC
CLOSED
Shares0 from 6,081
Change-6,081 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Fulcrum Wealth Advisors, LLC
CLOSED
Shares0 from 5,765
Change-5,765 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
Machina Capital S.A.S.
CLOSED
Shares0 from 5,696
Change-5,696 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Third View Private Wealth, LLC
CLOSED
Shares0 from 5,693
Change-5,693 (-100%)
Value$0 (-$1.3M)
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 (-$996.4K)
Filed 2026-10-22
Trek Financial, LLC
CLOSED
Shares0 from 4,437
Change-4,437 (-100%)
Value$0 (-$993.4K)
Filed 2026-10-29
Commons Capital, LLC
CLOSED
Shares0 from 4,218
Change-4,218 (-100%)
Value$0 (-$944.4K)
Filed 2026-11-05
Shelton Wealth Management, LLC
CLOSED
Shares0 from 4,157
Change-4,157 (-100%)
Value$0 (-$930.8K)
Filed 2026-10-16
LFG Wealth Partners, LLC
CLOSED
Shares0 from 3,398
Change-3,398 (-100%)
Value$0 (-$760.8K)
Filed 2026-10-28
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 3,219
Change-3,219 (-100%)
Value$0 (-$720.7K)
Filed 2026-11-03
Founders Financial Securities LLC
CLOSED
Shares0 from 3,217
Change-3,217 (-100%)
Value$0 (-$720.3K)
Filed 2026-10-28
Consilium Wealth Advisory, LLC
CLOSED
Shares0 from 2,593
Change-2,593 (-100%)
Value$0 (-$580.6K)
Filed 2026-10-14
Schear Investment Advisers, LLC
CLOSED
Shares0 from 2,450
Change-2,450 (-100%)
Value$0 (-$548.6K)
Filed 2026-10-14
Jmac Enterprises LLC
CLOSED
Shares0 from 2,350
Change-2,350 (-100%)
Value$0 (-$526.2K)
Filed 2026-10-30
Finivi Inc.
CLOSED
Shares0 from 2,325
Change-2,325 (-100%)
Value$0 (-$520.6K)
Filed 2026-10-13
Cooper Financial Group
CLOSED
Shares0 from 2,301
Change-2,301 (-100%)
Value$0 (-$515.2K)
Filed 2026-10-07
Gold Investment Management Ltd.
CLOSED
Shares0 from 2,201
Change-2,201 (-100%)
Value$0 (-$492.7K)
Filed 2026-10-19
Argent Capital Management LLC
CLOSED
Shares0 from 2,133
Change-2,133 (-100%)
Value$0 (-$477.6K)
Filed 2026-10-05
Beacon Financial Group
CLOSED
Shares0 from 1,856
Change-1,856 (-100%)
Value$0 (-$415.6K)
Filed 2026-10-19
Summit Global Investments
CLOSED
Shares0 from 1,593
Change-1,593 (-100%)
Value$0 (-$357)
Filed 2026-10-28
Tectonic Advisors LLC
CLOSED
Shares0 from 1,540
Change-1,540 (-100%)
Value$0 (-$344.8K)
Filed 2026-10-22
Angeles Wealth Management, LLC
CLOSED
Shares0 from 1,495
Change-1,495 (-100%)
Value$0 (-$334.6K)
Filed 2026-10-26
Avantra Family Wealth, Inc.
CLOSED
Shares0 from 1,494
Change-1,494 (-100%)
Value$0 (-$334.5K)
Filed 2026-10-20
DMC Group, LLC
CLOSED
Shares0 from 1,463
Change-1,463 (-100%)
Value$0 (-$327.6K)
Filed 2026-10-26
Alessandra Capital Management, LLC
CLOSED
Shares0 from 1,351
Change-1,351 (-100%)
Value$0 (-$302.5K)
Filed 2026-10-30
National Wealth Management Group, LLC
CLOSED
Shares0 from 1,315
Change-1,315 (-100%)
Value$0 (-$294.3K)
Filed 2026-10-26
Baker Tilly Wealth Management, LLC
CLOSED
Shares0 from 1,275
Change-1,275 (-100%)
Value$0 (-$285.5K)
Filed 2026-10-05
Financial Planning Hawaii, Inc.
CLOSED
Shares0 from 1,241
Change-1,241 (-100%)
Value$0 (-$277.9K)
Filed 2026-10-13
Spartan Planning & Wealth Management
CLOSED
Shares0 from 1,192
Change-1,192 (-100%)
Value$0 (-$266.8K)
Filed 2026-10-13
Gibbs Wealth Management
CLOSED
Shares0 from 1,187
Change-1,187 (-100%)
Value$0 (-$263.2K)
Filed 2026-10-22
WealthPlan Investment Management, LLC
CLOSED
Shares0 from 1,187
Change-1,187 (-100%)
Value$0 (-$265.9K)
Filed 2026-10-15
Illinois Municipal Retirement Fund
CLOSED
Shares0 from 1,173
Change-1,173 (-100%)
Value$0 (-$262.6K)
Filed 2026-11-05
Resonant Capital Advisors, LLC
CLOSED
Shares0 from 1,134
Change-1,134 (-100%)
Value$0 (-$253.9K)
Filed 2026-10-15
Ifrah Financial Services, Inc.
CLOSED
Shares0 from 1,131
Change-1,131 (-100%)
Value$0 (-$253.2K)
Filed 2026-10-13
Facet Wealth, Inc.
CLOSED
Shares0 from 1,121
Change-1,121 (-100%)
Value$0 (-$250.9K)
Filed 2026-11-04
Blodgett Wealth Advisors, LLC
CLOSED
Shares0 from 1,113
Change-1,113 (-100%)
Value$0 (-$249.1K)
Filed 2026-10-23
Johnson Financial Group, LLC
CLOSED
Shares0 from 1,112
Change-1,112 (-100%)
Value$0 (-$248.9K)
Filed 2026-11-03
Guild Investment Management, Inc.
CLOSED
Shares0 from 1,106
Change-1,106 (-100%)
Value$0 (-$247.7K)
Filed 2026-11-03
Destiny Wealth Partners, LLC
CLOSED
Shares0 from 1,099
Change-1,099 (-100%)
Value$0 (-$267.1K)
Filed 2026-11-05
AMG Asset Management Group, Inc.
CLOSED
Shares0 from 1,063
Change-1,063 (-100%)
Value$0 (-$238.1K)
Filed 2026-10-21
Chung Wu Investment Group, LLC
CLOSED
Shares0 from 1,043
Change-1,043 (-100%)
Value$0 (-$233.5K)
Filed 2026-11-03
Balboa Wealth Partners
CLOSED
Shares0 from 1,034
Change-1,034 (-100%)
Value$0 (-$231.5K)
Filed 2026-10-20
Capital City Trust Co
CLOSED
Shares0 from 1,026
Change-1,026 (-100%)
Value$0 (-$229.6K)
Filed 2026-10-22
Gratus Wealth Advisors, LLC
CLOSED
Shares0 from 1,016
Change-1,016 (-100%)
Value$0 (-$227.5K)
Filed 2026-10-26
First Citizens Financial Corp
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$223.9K)
Filed 2026-10-02
PUREfi Wealth, LLC
CLOSED
Shares0 from 996
Change-996 (-100%)
Value$0 (-$223.0K)
Filed 2026-10-19
Shikiar Asset Management Inc
CLOSED
Shares0 from 982
Change-982 (-100%)
Value$0 (-$220)
Filed 2026-10-20
Krane Financial Solutions LLC
CLOSED
Shares0 from 970
Change-970 (-100%)
Value$0 (-$217.2K)
Filed 2026-10-30
Triune Financial Partners, LLC
CLOSED
Shares0 from 958
Change-958 (-100%)
Value$0 (-$214.4K)
Filed 2026-11-03
Zullo Investment Group, Inc.
CLOSED
Shares0 from 957
Change-957 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-20
Fire Capital Management LLC
CLOSED
Shares0 from 946
Change-946 (-100%)
Value$0 (-$211.8K)
Filed 2026-10-27
Ledgewood Wealth Advisors, LLC
CLOSED
Shares0 from 942
Change-942 (-100%)
Value$0 (-$210.9K)
Filed 2026-10-09
Plancorp, LLC
CLOSED
Shares0 from 940
Change-940 (-100%)
Value$0 (-$208.9K)
Filed 2026-11-03
Shepherd Street Advisors LLC
CLOSED
Shares0 from 934
Change-934 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-21
First Bank & Trust
CLOSED
Shares0 from 931
Change-931 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-19
Michael Brady & Co., LLC
CLOSED
Shares0 from 929
Change-929 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-23
Hamilton Point Investment Advisors, LLC
CLOSED
Shares0 from 924
Change-924 (-100%)
Value$0 (-$206.9K)
Filed 2026-11-03
Wise Wealth Partners
CLOSED
Shares0 from 924
Change-924 (-100%)
Value$0 (-$214.6K)
Filed 2026-10-14
Smith Chas P & Associates PA Cpas
CLOSED
Shares0 from 918
Change-918 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-22
Meadow Creek Wealth Advisors LLC
CLOSED
Shares0 from 916
Change-916 (-100%)
Value$0 (-$205.2K)
Filed 2026-11-02
Purus Wealth Management, LLC
CLOSED
Shares0 from 905
Change-905 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-15
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 902
Change-902 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-26
TL Private Wealth
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-13
Samalin Investment Counsel, LLC
CLOSED
Shares0 from 899
Change-899 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-23
Community Bank & Trust, Waco, Texas
CLOSED
Shares0 from 897
Change-897 (-100%)
Value$0 (-$201)
Filed 2026-10-19
Riverbend Wealth Management, LLC
CLOSED
Shares0 from 889
Change-889 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-15
Sovran Advisors, LLC
CLOSED
Shares0 from 853
Change-853 (-100%)
Value$0 (-$210.7K)
Filed 2026-11-02
Arlington Partners LLC
CLOSED
Shares0 from 641
Change-641 (-100%)
Value$0 (-$143.6K)
Filed 2026-10-20
M&G Plc
CLOSED
Shares0 from 587
Change-587 (-100%)
Value$0 (-$131.5K)
Filed 2026-11-04
AXS Investments LLC
CLOSED
Shares0 from 506
Change-506 (-100%)
Value$0 (-$113.3K)
Filed 2026-11-04
Park National Corp
CLOSED
Shares0 from 506
Change-506 (-100%)
Value$0 (-$113.3K)
Filed 2026-10-05
LifeSteps Financial, Inc.
CLOSED
Shares0 from 489
Change-489 (-100%)
Value$0 (-$109.5K)
Filed 2026-10-15
Stone House Investment Management, LLC
CLOSED
Shares0 from 436
Change-436 (-100%)
Value$0 (-$97.6K)
Filed 2026-10-23
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 267
Change-267 (-100%)
Value$0 (-$59.8K)
Filed 2026-10-26
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 229
Change-229 (-100%)
Value$0 (-$51.3K)
Filed 2026-10-26
RHL Group, LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$49.3K)
Filed 2026-11-04
Paradigm Asset Management Co LLC
CLOSED
Shares0 from 179
Change-179 (-100%)
Value$0 (-$40.0K)
Filed 2026-11-05
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$22.6K)
Filed 2026-10-22
Global X Japan Co., Ltd.
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$21.5K)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$17.2K)
Filed 2026-10-16
Atlatl Advisers LLC
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-22
Gill Capital Partners, LLC
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$14.3K)
Filed 2026-10-13
SBK Financial, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$11.2K)
Filed 2026-11-02
Investment Research & Advisory Group, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$15.7K)
Filed 2026-10-19
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$7.8K)
Filed 2026-10-21
Knights of Columbus Asset Advisors LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$6.3K)
Filed 2026-11-05
Bullseye Investment Management, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-29
Brooklyn FI, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$5.6K)
Filed 2026-11-05
Robinswood Financial LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-20
United Financial Planning Group LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-04
Fiduciary Advisors, Inc.
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$672)
Filed 2026-10-16
Whipplewood Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$560)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$447)
Filed 2026-10-30
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$224)
Filed 2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$225)
Filed 2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$614.3K (-$152.6K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 22,778,297
Change-22,778,297 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 20,693,284
Change-20,693,284 (-100%)
Value—
State Street Corp
N/A
Shares— from 18,738,370
Change-18,738,370 (-100%)
Value—
Newport Trust Company, LLC
N/A
Shares— from 12,865,197
Change-12,865,197 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 11,249,305
Change-11,249,305 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,632,173
Change-9,632,173 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 8,207,101
Change-8,207,101 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 7,862,818
Change-7,862,818 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,290,377
Change-7,290,377 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 6,509,094
Change-6,509,094 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 5,845,806
Change-5,845,806 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 5,068,155
Change-5,068,155 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,640,857
Change-4,640,857 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,545,022
Change-3,545,022 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,479,049
Change-3,479,049 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,351,846
Change-3,351,846 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 3,299,891
Change-3,299,891 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,270,903
Change-3,270,903 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2,749,380
Change-2,749,380 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,691,339
Change-2,691,339 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,536,834
Change-2,536,834 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 2,050,000
Change-2,050,000 (-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 1,858,036
Change-1,858,036 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 1,779,259
Change-1,779,259 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,763,328
Change-1,763,328 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,730,828
Change-1,730,828 (-100%)
Value—
Boston Partners
N/A
Shares— from 1,710,314
Change-1,710,314 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,687,829
Change-1,687,829 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 1,655,495
Change-1,655,495 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,275,856
Change-1,275,856 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 1,245,534
Change-1,245,534 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,179,179
Change-1,179,179 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,111,670
Change-1,111,670 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 989,898
Change-989,898 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 900,107
Change-900,107 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 896,500
Change-896,500 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 836,027
Change-836,027 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 821,081
Change-821,081 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 791,423
Change-791,423 (-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 745,478
Change-745,478 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 731,508
Change-731,508 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 695,412
Change-695,412 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 686,127
Change-686,127 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 684,631
Change-684,631 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 683,041
Change-683,041 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 679,171
Change-679,171 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 653,346
Change-653,346 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 643,790
Change-643,790 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 595,197
Change-595,197 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 579,663
Change-579,663 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 570,164
Change-570,164 (-100%)
Value—
ING Groep NV
N/A
Shares— from 551,789
Change-551,789 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 526,602
Change-526,602 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 492,130
Change-492,130 (-100%)
Value—
Blair William & Co
N/A
Shares— from 454,384
Change-454,384 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 441,671
Change-441,671 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 440,019
Change-440,019 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 432,057
Change-432,057 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 423,146
Change-423,146 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 417,335
Change-417,335 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 400,475
Change-400,475 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 394,554
Change-394,554 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 384,508
Change-384,508 (-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—
Ensign Peak Advisors, Inc
N/A
Shares— from 339,713
Change-339,713 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 330,390
Change-330,390 (-100%)
Value—
Blue Whale Capital LLP
N/A
Shares— from 329,840
Change-329,840 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 318,766
Change-318,766 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 315,209
Change-315,209 (-100%)
Value—
Amundi
N/A
Shares— from 313,777
Change-313,777 (-100%)
Value—
Aviva PLC
N/A
Shares— from 290,135
Change-290,135 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 286,044
Change-286,044 (-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—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 263,864
Change-263,864 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 257,110
Change-257,110 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 244,100
Change-244,100 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 243,394
Change-243,394 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 237,512
Change-237,512 (-100%)
Value—
PFA Pension, Forsikringsaktieselskab
N/A
Shares— from 236,310
Change-236,310 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 228,335
Change-228,335 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 222,659
Change-222,659 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 221,008
Change-221,008 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 219,781
Change-219,781 (-100%)
Value—
Commerce Bank
N/A
Shares— from 216,271
Change-216,271 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 209,026
Change-209,026 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 206,082
Change-206,082 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 204,438
Change-204,438 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 201,896
Change-201,896 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 200,277
Change-200,277 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 198,913
Change-198,913 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 195,392
Change-195,392 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 193,435
Change-193,435 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 191,945
Change-191,945 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 189,993
Change-189,993 (-100%)
Value—
Natixis
N/A
Shares— from 189,354
Change-189,354 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 187,328
Change-187,328 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 181,246
Change-181,246 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 181,150
Change-181,150 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 177,303
Change-177,303 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 175,078
Change-175,078 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 174,245
Change-174,245 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 174,025
Change-174,025 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 169,594
Change-169,594 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 169,320
Change-169,320 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 166,952
Change-166,952 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 162,816
Change-162,816 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 162,397
Change-162,397 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 161,561
Change-161,561 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 161,528
Change-161,528 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 160,529
Change-160,529 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 158,617
Change-158,617 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 157,178
Change-157,178 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 156,586
Change-156,586 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 156,577
Change-156,577 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 154,507
Change-154,507 (-100%)
Value—
Norges Bank
N/A
Shares— from 152,606
Change-152,606 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 148,000
Change-148,000 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 147,089
Change-147,089 (-100%)
Value—
J. Stern & Co. LLP
N/A
Shares— from 146,789
Change-146,789 (-100%)
Value—
E20 Capital Ltd
N/A
Shares— from 144,577
Change-144,577 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 144,315
Change-144,315 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 143,405
Change-143,405 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 140,851
Change-140,851 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 140,649
Change-140,649 (-100%)
Value—
LBP AM SA
N/A
Shares— from 139,285
Change-139,285 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 137,595
Change-137,595 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 136,541
Change-136,541 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 132,805
Change-132,805 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 130,576
Change-130,576 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 129,725
Change-129,725 (-100%)
Value—
FIL Ltd
N/A
Shares— from 128,567
Change-128,567 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 126,868
Change-126,868 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 125,916
Change-125,916 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 125,537
Change-125,537 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 122,991
Change-122,991 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 121,153
Change-121,153 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 119,795
Change-119,795 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 114,889
Change-114,889 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 114,779
Change-114,779 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 114,717
Change-114,717 (-100%)
Value—
Rudius Management LP
N/A
Shares— from 114,077
Change-114,077 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 113,206
Change-113,206 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 109,475
Change-109,475 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 109,451
Change-109,451 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 106,631
Change-106,631 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 106,279
Change-106,279 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 105,739
Change-105,739 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 104,906
Change-104,906 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 103,090
Change-103,090 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 101,950
Change-101,950 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 99,708
Change-99,708 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 99,643
Change-99,643 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 97,249
Change-97,249 (-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—
Tocqueville Asset Management L.P.
N/A
Shares— from 93,479
Change-93,479 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 93,344
Change-93,344 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 93,290
Change-93,290 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 92,599
Change-92,599 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 91,763
Change-91,763 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 90,679
Change-90,679 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 89,393
Change-89,393 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 86,693
Change-86,693 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 85,733
Change-85,733 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 85,655
Change-85,655 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 84,808
Change-84,808 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 84,743
Change-84,743 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 84,414
Change-84,414 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 83,879
Change-83,879 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 83,810
Change-83,810 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 81,887
Change-81,887 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 81,831
Change-81,831 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 81,009
Change-81,009 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 79,112
Change-79,112 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 78,643
Change-78,643 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 75,357
Change-75,357 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 74,028
Change-74,028 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 72,897
Change-72,897 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 72,490
Change-72,490 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 71,156
Change-71,156 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 65,234
Change-65,234 (-100%)
Value—
Managed Asset Portfolios, LLC
N/A
Shares— from 64,003
Change-64,003 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 63,864
Change-63,864 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 63,365
Change-63,365 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 63,061
Change-63,061 (-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 61,221
Change-61,221 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 60,811
Change-60,811 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 60,720
Change-60,720 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 59,747
Change-59,747 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 59,732
Change-59,732 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 58,669
Change-58,669 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 58,622
Change-58,622 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 58,238
Change-58,238 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 58,158
Change-58,158 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 57,313
Change-57,313 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 57,025
Change-57,025 (-100%)
Value—
NAN Fung Trinity (HK) Ltd
N/A
Shares— from 55,150
Change-55,150 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 54,130
Change-54,130 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 53,891
Change-53,891 (-100%)
Value—
St. James Investment Company, LLC
N/A
Shares— from 53,815
Change-53,815 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 53,767
Change-53,767 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 53,361
Change-53,361 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 51,977
Change-51,977 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 50,156
Change-50,156 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 49,721
Change-49,721 (-100%)
Value—
&partners
N/A
Shares— from 49,200
Change-49,200 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 48,493
Change-48,493 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 48,156
Change-48,156 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 48,152
Change-48,152 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 48,096
Change-48,096 (-100%)
Value—
Man Group plc
N/A
Shares— from 47,915
Change-47,915 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 47,627
Change-47,627 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 46,858
Change-46,858 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 46,780
Change-46,780 (-100%)
Value—
One Fin Capital Management LP
N/A
Shares— from 46,500
Change-46,500 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 44,954
Change-44,954 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 44,917
Change-44,917 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 44,911
Change-44,911 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 44,515
Change-44,515 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 43,803
Change-43,803 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 43,534
Change-43,534 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 43,316
Change-43,316 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 43,149
Change-43,149 (-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—
Capula Management Ltd
N/A
Shares— from 40,674
Change-40,674 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 40,405
Change-40,405 (-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—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 40,083
Change-40,083 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 39,948
Change-39,948 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 39,406
Change-39,406 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 38,707
Change-38,707 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 37,938
Change-37,938 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 37,438
Change-37,438 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 37,342
Change-37,342 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 36,479
Change-36,479 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 36,281
Change-36,281 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 36,163
Change-36,163 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 35,629
Change-35,629 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 35,523
Change-35,523 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 35,318
Change-35,318 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 34,732
Change-34,732 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 34,479
Change-34,479 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 34,376
Change-34,376 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 34,267
Change-34,267 (-100%)
Value—
Nixon Capital, LLC
N/A
Shares— from 34,184
Change-34,184 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 34,077
Change-34,077 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 33,561
Change-33,561 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 33,505
Change-33,505 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 32,325
Change-32,325 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 32,278
Change-32,278 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 31,899
Change-31,899 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 31,571
Change-31,571 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 31,552
Change-31,552 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 29,863
Change-29,863 (-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 29,778
Change-29,778 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 29,506
Change-29,506 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 29,481
Change-29,481 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 28,338
Change-28,338 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 28,276
Change-28,276 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 28,159
Change-28,159 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 27,669
Change-27,669 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 27,218
Change-27,218 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 27,093
Change-27,093 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 26,569
Change-26,569 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 26,271
Change-26,271 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 26,250
Change-26,250 (-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 25,397
Change-25,397 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 25,229
Change-25,229 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 25,138
Change-25,138 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 25,033
Change-25,033 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 25,024
Change-25,024 (-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—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 24,730
Change-24,730 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 24,361
Change-24,361 (-100%)
Value—
Palliser Capital (UK) LtdA
N/A
Shares— from 24,286
Change-24,286 (-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 23,924
Change-23,924 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 23,262
Change-23,262 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 23,220
Change-23,220 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 23,063
Change-23,063 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 22,703
Change-22,703 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 22,455
Change-22,455 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 22,329
Change-22,329 (-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 21,772
Change-21,772 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 21,434
Change-21,434 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 21,308
Change-21,308 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 21,110
Change-21,110 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 21,099
Change-21,099 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 20,974
Change-20,974 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 20,868
Change-20,868 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 20,814
Change-20,814 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 20,485
Change-20,485 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 20,315
Change-20,315 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 20,156
Change-20,156 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 20,068
Change-20,068 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 20,054
Change-20,054 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 20,048
Change-20,048 (-100%)
Value—
Monaco Asset Management SAM
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Needham Investment Management LLC
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 19,804
Change-19,804 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 19,735
Change-19,735 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 19,628
Change-19,628 (-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 19,219
Change-19,219 (-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 18,469
Change-18,469 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 18,232
Change-18,232 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 17,835
Change-17,835 (-100%)
Value—
Tribune Investment Group LP
N/A
Shares— from 17,800
Change-17,800 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 17,799
Change-17,799 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 17,653
Change-17,653 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 17,501
Change-17,501 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 17,262
Change-17,262 (-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 16,984
Change-16,984 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 16,712
Change-16,712 (-100%)
Value—
Troluce Capital Advisors LLC
N/A
Shares— from 16,700
Change-16,700 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 16,603
Change-16,603 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 16,546
Change-16,546 (-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 16,247
Change-16,247 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 15,684
Change-15,684 (-100%)
Value—
Stephens Inc
N/A
Shares— from 15,618
Change-15,618 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,457
Change-15,457 (-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—
Sfmg, LLC
N/A
Shares— from 15,074
Change-15,074 (-100%)
Value—
HBK Investments L P
N/A
Shares— from 15,004
Change-15,004 (-100%)
Value—
Nwam LLC
N/A
Shares— from 14,895
Change-14,895 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,860
Change-14,860 (-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—
Hamel Associates, Inc.
N/A
Shares— from 14,521
Change-14,521 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 14,476
Change-14,476 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 14,281
Change-14,281 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 14,118
Change-14,118 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 13,943
Change-13,943 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 13,719
Change-13,719 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 13,562
Change-13,562 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 13,421
Change-13,421 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 13,420
Change-13,420 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 13,341
Change-13,341 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 13,177
Change-13,177 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 13,157
Change-13,157 (-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 12,734
Change-12,734 (-100%)
Value—
Amova Asset Management Americas, Inc.
N/A
Shares— from 12,643
Change-12,643 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 12,457
Change-12,457 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 12,442
Change-12,442 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,296
Change-12,296 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 12,207
Change-12,207 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 12,178
Change-12,178 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 12,146
Change-12,146 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 11,993
Change-11,993 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 11,833
Change-11,833 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 11,674
Change-11,674 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 11,663
Change-11,663 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 11,539
Change-11,539 (-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 11,126
Change-11,126 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 10,981
Change-10,981 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 10,614
Change-10,614 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 10,408
Change-10,408 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 10,373
Change-10,373 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 10,320
Change-10,320 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 10,281
Change-10,281 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 10,277
Change-10,277 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 10,230
Change-10,230 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 10,158
Change-10,158 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 10,089
Change-10,089 (-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 10,013
Change-10,013 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 9,948
Change-9,948 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 9,925
Change-9,925 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 9,798
Change-9,798 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 9,595
Change-9,595 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 9,581
Change-9,581 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 9,554
Change-9,554 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 9,543
Change-9,543 (-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 9,232
Change-9,232 (-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—
Rodgers Brothers Inc.
N/A
Shares— from 8,751
Change-8,751 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 8,575
Change-8,575 (-100%)
Value—
Clayton Partners LLC
N/A
Shares— from 8,489
Change-8,489 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 8,408
Change-8,408 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 8,363
Change-8,363 (-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 8,296
Change-8,296 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 8,277
Change-8,277 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 8,257
Change-8,257 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 8,208
Change-8,208 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 8,146
Change-8,146 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 8,134
Change-8,134 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 8,118
Change-8,118 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 8,115
Change-8,115 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 8,107
Change-8,107 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 8,089
Change-8,089 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 7,983
Change-7,983 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 7,888
Change-7,888 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 7,859
Change-7,859 (-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 7,607
Change-7,607 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 7,547
Change-7,547 (-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 7,360
Change-7,360 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 7,287
Change-7,287 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 7,183
Change-7,183 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,020
Change-7,020 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 6,869
Change-6,869 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 6,855
Change-6,855 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 6,837
Change-6,837 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,820
Change-6,820 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 6,785
Change-6,785 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 6,711
Change-6,711 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 6,654
Change-6,654 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 6,636
Change-6,636 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,599
Change-6,599 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 6,520
Change-6,520 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 6,472
Change-6,472 (-100%)
Value—
American Trust
N/A
Shares— from 6,461
Change-6,461 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 6,394
Change-6,394 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 6,335
Change-6,335 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 6,321
Change-6,321 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 6,276
Change-6,276 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 6,256
Change-6,256 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 6,217
Change-6,217 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 6,159
Change-6,159 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,133
Change-6,133 (-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 6,084
Change-6,084 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 6,013
Change-6,013 (-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—
Global Retirement Partners, LLC
N/A
Shares— from 5,964
Change-5,964 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 5,934
Change-5,934 (-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 5,632
Change-5,632 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,629
Change-5,629 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,553
Change-5,553 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 5,520
Change-5,520 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 5,432
Change-5,432 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 5,384
Change-5,384 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 5,376
Change-5,376 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 5,365
Change-5,365 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 5,354
Change-5,354 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 5,343
Change-5,343 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 5,337
Change-5,337 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 5,223
Change-5,223 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,217
Change-5,217 (-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—
NorthRock Partners, LLC
N/A
Shares— from 5,008
Change-5,008 (-100%)
Value—
Alpine Global Management, LLC
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—
Baader Bank Aktiengesellschaft
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—
V. M. Manning & Co., Inc.
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 4,865
Change-4,865 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 4,859
Change-4,859 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,799
Change-4,799 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 4,752
Change-4,752 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 4,731
Change-4,731 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 4,727
Change-4,727 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,717
Change-4,717 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 4,652
Change-4,652 (-100%)
Value—
Colrain Capital LLC
N/A
Shares— from 4,650
Change-4,650 (-100%)
Value—
Buckland Partners Management Co 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 4,499
Change-4,499 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 4,480
Change-4,480 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 4,379
Change-4,379 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 4,346
Change-4,346 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 4,325
Change-4,325 (-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—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,264
Change-4,264 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 4,209
Change-4,209 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 4,088
Change-4,088 (-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 4,029
Change-4,029 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 4,012
Change-4,012 (-100%)
Value—
Dodge & COX
N/A
Shares— from 4,010
Change-4,010 (-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—
Miller Capital Partners, Inc.
N/A
Shares— from 3,994
Change-3,994 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 3,971
Change-3,971 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 3,916
Change-3,916 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 3,840
Change-3,840 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 3,818
Change-3,818 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 3,808
Change-3,808 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 3,752
Change-3,752 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,733
Change-3,733 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 3,720
Change-3,720 (-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—
Tradewinds, Llc.
N/A
Shares— from 3,693
Change-3,693 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 3,674
Change-3,674 (-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—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,579
Change-3,579 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 3,499
Change-3,499 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,496
Change-3,496 (-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—
SageView Advisory Group, LLC
N/A
Shares— from 3,309
Change-3,309 (-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—
First American Trust, FSB
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 3,259
Change-3,259 (-100%)
Value—
MWA Asset Management
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—
Navalign, LLC
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 3,223
Change-3,223 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 3,207
Change-3,207 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,186
Change-3,186 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 3,170
Change-3,170 (-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—
Cinctive Capital Management LP
N/A
Shares— from 3,139
Change-3,139 (-100%)
Value—
EFG International AG
N/A
Shares— from 3,136
Change-3,136 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 3,112
Change-3,112 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 3,093
Change-3,093 (-100%)
Value—
Kintayl Capital LP
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Fieldview Capital Management, LLC
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,957
Change-2,957 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 2,955
Change-2,955 (-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—
Argent Advisors, Inc.
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 2,878
Change-2,878 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,865
Change-2,865 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 2,854
Change-2,854 (-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—
Western Wealth Management, LLC
N/A
Shares— from 2,787
Change-2,787 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,771
Change-2,771 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 2,757
Change-2,757 (-100%)
Value—
Mission Creek Capital Partners, 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 2,744
Change-2,744 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 2,636
Change-2,636 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 2,574
Change-2,574 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,563
Change-2,563 (-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—
Prestige Wealth Management Group LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
Water Island Capital LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Rogco, LP
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 2,490
Change-2,490 (-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—
Cahill Financial Advisors Inc
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
GKV Capital Management Co., Inc.
N/A
Shares— from 2,400
Change-2,400 (-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 2,383
Change-2,383 (-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—
Polymer Capital Management (US) LLC
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,359
Change-2,359 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,355
Change-2,355 (-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—
Snowwater Investment Partners, LLC
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,257
Change-2,257 (-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—
Marex Group Ltd
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,184
Change-2,184 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 2,178
Change-2,178 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 2,133
Change-2,133 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 2,126
Change-2,126 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,111
Change-2,111 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Simmons Bank
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,066
Change-2,066 (-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—
VeraBank, N.A.
N/A
Shares— from 1,981
Change-1,981 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 1,974
Change-1,974 (-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—
Members Trust Co
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 1,923
Change-1,923 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 1,922
Change-1,922 (-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—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,826
Change-1,826 (-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 1,799
Change-1,799 (-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—
Evernest Financial Advisors, LLC
N/A
Shares— from 1,775
Change-1,775 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 1,717
Change-1,717 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
United Bank
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 1,636
Change-1,636 (-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 1,617
Change-1,617 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,603
Change-1,603 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 1,596
Change-1,596 (-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—
Coign Capital Advisors LLC
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,583
Change-1,583 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 1,550
Change-1,550 (-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 1,535
Change-1,535 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 1,512
Change-1,512 (-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—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,464
Change-1,464 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 1,464
Change-1,464 (-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—
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 1,417
Change-1,417 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 1,380
Change-1,380 (-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—
XTX Topco Ltd
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Graybill Wealth Management, Ltd.
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—
Gateway Wealth Partners, LLC
N/A
Shares— from 1,322
Change-1,322 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,269
Change-1,269 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,261
Change-1,261 (-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—
Dash Acquisitions Inc.
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
CSS LLC
N/A
Shares— from 1,248
Change-1,248 (-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—
TFR Capital, Llc.
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,207
Change-1,207 (-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—
Quantum Portfolio Management LLC
N/A
Shares— from 1,183
Change-1,183 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Auxano Advisors, 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—
Sivia Capital Partners, LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 1,153
Change-1,153 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 1,145
Change-1,145 (-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—
Advyzon Investment Management, LLC
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 1,094
Change-1,094 (-100%)
Value—
NCP Inc.
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,082
Change-1,082 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Magnetar Financial LLC
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,031
Change-1,031 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,023
Change-1,023 (-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—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 1,018
Change-1,018 (-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—
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—
Old North State Trust, LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 972
Change-972 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 960
Change-960 (-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—
Addison Capital Co
N/A
Shares— from 941
Change-941 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 941
Change-941 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 939
Change-939 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 929
Change-929 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 922
Change-922 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 916
Change-916 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 913
Change-913 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 907
Change-907 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 903
Change-903 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 901
Change-901 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 899
Change-899 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 861
Change-861 (-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 819
Change-819 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 798
Change-798 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 761
Change-761 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 758
Change-758 (-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—
Darwin Wealth Management, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 709
Change-709 (-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—
Dunhill Financial, LLC
N/A
Shares— from 683
Change-683 (-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—
Index Technologies Group LLC
N/A
Shares— from 653
Change-653 (-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—
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—
Banque Transatlantique SA
N/A
Shares— from 508
Change-508 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 498
Change-498 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 454
Change-454 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 449
Change-449 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 448
Change-448 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 443
Change-443 (-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 405
Change-405 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 398
Change-398 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 393
Change-393 (-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—
SOA Wealth Advisors, Llc.
N/A
Shares— from 314
Change-314 (-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—
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—
Bogart Wealth, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 221
Change-221 (-100%)
Value—
Quarry LP
N/A
Shares— from 213
Change-213 (-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 155
Change-155 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 152
Change-152 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 149
Change-149 (-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—
Evelyn Partners Group Ltd
N/A
Shares— from 114
Change-114 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 111
Change-111 (-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—
Outlook Capital Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 98
Change-98 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 93
Change-93 (-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—
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—
Dogwood Wealth Management LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 70
Change-70 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 68
Change-68 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 68
Change-68 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 60
Change-60 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 59
Change-59 (-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—
Lavaca Capital LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 50
Change-50 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 48
Change-48 (-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 39
Change-39 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 38
Change-38 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 31
Change-31 (-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—
LGT Financial Advisors LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Truvestments Capital 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 14
Change-14 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 12
Change-12 (-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—
Westend Capital Management, LLC
N/A
Shares— from 2
Change-2 (-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—
Raffa Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED3,689,3183,273,200+416,118+13%$732.9M$778.2M+$45.4M2026-11-05
Dimensional Fund Advisors LP
INCREASED1,768,3641,752,216+16,148+1%$392.3M$373.0M-$19.3M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED1,049,175929,982+119,193+13%$208.2M$221.3M+$13.1M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED982,723932,853+49,870+5%$208.9M$207.3M-$1.6M2026-10-29
Citigroup Inc
INCREASED758,083644,333+113,750+18%$165.0M$159.9M-$5.0M2026-11-04
KBC Group NV
INCREASED621,57357,342+564,231+984%$12.8K$131.1M+$131.1M2026-10-22
King Luther Capital Management Corp
INCREASED595,488452,974+142,514+31%$101.4M$125.6M+$24.2M2026-11-05
ProShare Advisors LLC
INCREASED447,933391,690+56,243+14%$87.7M$94.5M+$6.8M2026-10-29
Cincinnati Financial Corp
DECREASED418,749418,750-10%$93.8M$88.3M-$5.4M2026-11-03
US Bancorp \de\
DECREASED390,970401,236-10,266-3%$89.8M$82.5M-$7.4M2026-11-05
Thrivent Financial for Lutherans
INCREASED381,325377,387+3,938+1%$84.5K$79.7M+$79.7M2026-11-05
Principal Financial Group Inc
DECREASED357,718374,988-17,270-5%$84.0M$75.5M-$8.5M2026-11-02
Antipodes Partners Ltd
INCREASED331,44587,115+244,330+280%$19.5M$69.9M+$50.4M2026-11-05
Fifth Third Bancorp
DECREASED319,265329,509-10,244-3%$73.8M$67.3M-$6.4M2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED287,407166,900+120,507+72%$37.4M$60.6M+$23.3M2026-10-20
Keybank National Association
INCREASED271,120258,749+12,371+5%$57.9M$57.2M-$744.0K2026-11-04
Neos Investment Management LLC
INCREASED269,809242,499+27,310+11%$54.3M$56.9M+$2.6M2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED245,572207,256+38,316+18%$46.4M$51.8M+$5.4M2026-11-03
Asset Management One Co., Ltd.
INCREASED230,564226,748+3,816+2%$50.8M$48.6M-$2.1M2026-10-27
New York State Teachers Retirement System
INCREASED224,540224,229+311+0%$50.2K$47.4M+$47.3M2026-10-22
Confluence Investment Management LLC
DECREASED222,870240,572-17,702-7%$53.9M$47.0M-$6.9M2026-10-01
CIBC Asset Management Inc
INCREASED222,366179,145+43,221+24%$40.1M$46.9M+$6.8M2026-11-05
Daiwa Securities Group Inc.
INCREASED202,296165,146+37,150+23%$37.0M$42.7M+$5.7M2026-10-29
Truist Financial Corp
DECREASED193,448254,909-61,461-24%$57.1M$40.8M-$16.3M2026-10-30
Quilter Plc
DECREASED190,365203,908-13,543-7%$45.7M$40.2M-$5.5M2026-10-21
Meyer Handelman Co
INCREASED188,65351,810+136,843+264%$11.6M$39.8M+$28.2M2026-10-28
Conning Inc.
INCREASED184,59482,374+102,220+124%$18.4M$38.9M+$20.5M2026-10-27
Creative Planning
INCREASED181,763171,262+10,501+6%$38.3M$38.3M-$4.7K2026-11-02
AGF Management LTD
INCREASED180,740169,250+11,490+7%$37.9M$38.1M+$230.4K2026-11-03
Prospera Financial Services Inc
INCREASED164,530152,884+11,646+8%$34.2M$35.9M+$1.7M2026-11-04
Swiss Life Asset Management Ltd
INCREASED164,08456,653+107,431+190%$12.7M$34.6M+$21.9M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED159,936155,212+4,724+3%$26.4M$24.4M-$1.9M2026-10-13
Pictet Asset Management Holding SA
INCREASED153,684125,532+28,152+22%$28.1M$32.4M+$4.3M2026-11-03
Strs Ohio
DECREASED152,883158,764-5,881-4%$35.5M$32.2M-$3.3M2026-10-30
Deprince Race & Zollo Inc
NEW142,174—+142,174——$30.0M—2026-10-13
Vaughan David Investments LLC
INCREASED138,177124,490+13,687+11%$27.9K$29.1M+$29.1M2026-11-05
Deroy & Devereaux Private Investment Counsel Inc
INCREASED134,221100,683+33,538+33%$22.5K$28.3M+$28.3M2026-10-26
Cambiar Investors LLC
DECREASED132,383132,493-1100%$29.7M$27.9M-$1.7M2026-11-04
Lazard Freres Gestion S.A.S.
INCREASED129,264127,116+2,148+2%$28.5K$27.3M+$27.2M2026-11-03
Robeco Institutional Asset Management B.V.
INCREASED129,0958,458+120,637+1426%$1.9M$27.2M+$25.3M2026-10-20
SEB Asset Management AB
INCREASED129,07879,761+49,317+62%$17.9M$27.2M+$9.4M2026-11-04
Commonwealth Equity Services, LLC
DECREASED127,500135,587-8,087-6%$30.4M$26.9M-$3.5M2026-11-02
Cincinnati Insurance Co
UNCHANGED122,500122,50000%$27.4M$25.8M-$1.6M2026-11-03
Capital Investment Advisors, LLC
INCREASED119,037102,835+16,202+16%$23.0M$25.1M+$2.1M2026-10-22
Roffman Miller Associates Inc
INCREASED118,08778,156+39,931+51%$17.5M$15.5M-$2.0M2026-10-19
MacKenzie Financial Corp
INCREASED115,506105,694+9,812+9%$23.7M$24.4M+$699.9K2026-11-02
Ferguson Wellman Capital Management, Inc
DECREASED110,675297,232-186,557-63%$66.6M$23.3M-$43.2M2026-10-05
Crestwood Advisors Group, LLC
DECREASED109,918114,577-4,659-4%$25.7M$23.2M-$2.5M2026-10-27
Country Trust Bank
NEW109,065—+109,065——$23.0M—2026-10-30
Nisa Investment Advisors, LLC
DECREASED108,877112,156-3,279-3%$25.1M$23.0M-$2.1M2026-10-20
Gateway Investment Advisers LLC
INCREASED103,639101,280+2,359+2%$22.7M$21.9M-$815.0K2026-10-13
State of New Jersey Common Pension Fund D
DECREASED101,796102,254-4580%$22.9M$21.5M-$1.4M2026-11-05
Kestra Advisory Services, LLC
DECREASED101,312104,321-3,009-3%$23.4M$21.4M-$2.0M2026-11-02
Americana Partners, LLC
INCREASED91,34078,376+12,964+17%$17.5M$19.3M+$1.7M2026-10-28
Czech National Bank
INCREASED91,06490,181+883+1%$20.2M$19.2M-$982.5K2026-10-13
Glenview Trust Co
NEW90,379—+90,379——$19.1M—2026-10-28
Douglas Lane & Associates, LLC
INCREASED89,91670,432+19,484+28%$15.8M$19.0M+$3.2M2026-10-09
Assenagon Asset Management S.A.
INCREASED87,74310,961+76,782+701%$2.5M$18.5M+$16.1M2026-10-15
Arizona State Retirement System
DECREASED87,66888,194-526-1%$19.7M$18.5M-$1.3M2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
DECREASED87,200187,721-100,521-54%$42.1M$18.4M-$23.7M2026-10-29
TD Waterhouse Canada Inc.
DECREASED84,970113,951-28,981-25%$25.3M$18.2M-$7.1M2026-10-16
Valley Wealth Managers, Inc.
INCREASED84,90659,604+25,302+42%$13.3M$17.9M+$4.6M2026-10-09
Cardinal Capital Management, Inc.
INCREASED82,28482,012+272+0%$18.4M$17.4M-$1.0M2026-10-16
Private Wealth Partners, LLC
INCREASED82,18775,237+6,950+9%$16.8M$17.3M+$491.0K2026-10-22
Waycross Partners, LLC
INCREASED81,59476,044+5,550+7%$17.0M$17.2M+$185.2K2026-11-03
Pinnacle Associates LTD
INCREASED80,90858,913+21,995+37%$13.2M$17.1M+$3.9M2026-10-20
Calamos Advisors LLC
INCREASED80,77679,142+1,634+2%$17.7M$17.0M-$681.0K2026-11-02
State of Michigan Retirement System
DECREASED79,60781,108-1,501-2%$18.2M$16.8M-$1.4M2026-10-27
Randolph Co Inc
INCREASED79,37279,343+29+0%$17.8M$16.7M-$1.0M2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED77,07264,269+12,803+20%$14.4M$16.3M+$1.9M2026-10-19
Maple Capital Management, Inc.
DECREASED76,05577,808-1,753-2%$17.4M$16.0M-$1.4M2026-11-02
IFM Investors Pty Ltd
INCREASED74,56339,873+34,690+87%$8.9M$15.7M+$6.8M2026-10-14
Saratoga Research & Investment Management
DECREASED73,82175,789-1,968-3%$17.0M$15.6M-$1.4M2026-10-16
Compagnie Lombard Odier SCmA
DECREASED73,34086,978-13,638-16%$19.5M$15.5M-$4.0M2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED70,02270,434-412-1%$15.8M$14.8M-$999.7K2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED68,96167,008+1,953+3%$15.0K$14.5M+$14.5M2026-11-02
Vontobel Holding Ltd.
INCREASED66,96859,874+7,094+12%$13.4M$14.1M+$720.4K2026-10-16
Retirement Systems of Alabama
DECREASED66,46566,558-930%$14.9M$14.0M-$882.2K2026-11-04
Xponance LLC
INCREASED66,08254,094+11,988+22%$12.1M$13.9M+$1.8M2026-11-03
Kimelman & Baird, LLC
DECREASED64,40464,973-569-1%$14.5M$13.6M-$962.1K2026-11-03
GF Fund Management Co. Ltd.
DECREASED63,38963,983-594-1%$14.3M$13.4M-$954.5K2026-10-26
Citizens Financial Group Inc
INCREASED58,45244,949+13,503+30%$10.1M$12.3M+$2.3M2026-10-23
Bahl & Gaynor LLC
DECREASED57,16059,141-1,981-3%$13.2M$12.1M-$1.2M2026-11-05
Stockman Wealth Management, Inc.
INCREASED56,17230,231+25,941+86%$6.8M$11.8M+$5.1M2026-10-27
Philadelphia Trust Co
DECREASED55,13658,138-3,002-5%$13.0K$11.6M+$11.6M2026-11-05
Amalgamated Bank
DECREASED54,37956,497-2,118-4%$12.7K$11.5M+$11.5M2026-10-23
Corda Investment Management, Llc.
INCREASED54,08751,841+2,246+4%$11.6M$11.4M-$198.3K2026-10-22
Cullen T Bankers, Inc.
DECREASED52,88253,704-822-2%$12.0M$11.2M-$869.3K2026-10-28
Chesley Taft & Associates LLC
NEW52,529—+52,529——$11.1M—2026-10-13
Greenleaf Trust
DECREASED50,98352,393-1,410-3%$11.7M$10.8M-$976.5K2026-10-29
Midwest Trust Co
DECREASED50,839107,150-56,311-53%$24.0M$10.7M-$13.3M2026-10-22
Washington Trust Co
INCREASED49,40635,005+14,401+41%$7.8M$10.4M+$2.7M2026-10-22
Northeast Investment Management
DECREASED48,33949,596-1,257-3%$11.1M$10.2M-$908.0K2026-10-30
Henshaw Capital LLC
UNCHANGED48,14548,14500%$10.8M$10.2M-$624.0K2026-11-03
Badgley Phelps Wealth Managers, LLC
DECREASED47,94648,201-255-1%$10.8M$10.1M-$678.5K2026-10-22
SteelPeak Wealth, LLC
DECREASED47,31760,080-12,763-21%$13.5M$10.0M-$3.5M2026-10-16
ARS Wealth Advisors Group, LLC
INCREASED47,22446,284+940+2%$10.4M$10.0M-$401.5K2026-10-16
Great Lakes Retirement, Inc.
INCREASED47,08023,972+23,108+96%$5.4M$9.9M+$4.6M2026-10-26
OP Asset Management Ltd
NEW46,841—+46,841——$9.9M—2026-11-05
HB Wealth Management, LLC
NEW46,799—+46,799——$9.9M—2026-10-23
Lido Advisors, LLC
DECREASED45,70947,932-2,223-5%$10.7M$9.6M-$1.1M2026-11-04
Central Trust Co
DECREASED45,01045,485-475-1%$10.4M$9.5M-$867.0K2026-11-05
Trust Co of Vermont
NEW44,647—+44,647——$9.4M—2026-10-21
New York Life Investment Management LLC
NEW44,082—+44,082——$9.3M—2026-11-04
Candriam S.C.A.
INCREASED41,89533,463+8,432+25%$7.5M$8.9M+$1.4M2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED41,60739,219+2,388+6%$8.8M$8.6M-$166.3K2026-10-13
Wallington Asset Management, LLC
NEW41,597—+41,597——$8.8M—2026-11-04
Mcdaniel Terry & Co
DECREASED41,09368,318-27,225-40%$15.3M$8.7M-$6.6M2026-11-05
Factory Mutual Insurance Co
DECREASED40,90040,950-500%$9.2M$8.6M-$541.3K2026-10-30
First Fiduciary Investment Counsel, Inc.
DECREASED40,85141,138-287-1%$9.2K$8.6M+$8.6M2026-10-27
Allspring Global Investments Holdings, LLC
DECREASED40,547207,987-167,440-81%$46.1M$8.7M-$37.5M2026-11-04
Oppenheimer & Co Inc
DECREASED39,96140,007-460%$9.0M$8.4M-$528.2K2026-10-26
Eagle Global Advisors LLC
INCREASED39,35339,252+101+0%$8.8M$8.3M-$487.4K2026-11-02
Wilmington Savings Fund Society, FSB
NEW39,183—+39,183——$8.3M—2026-10-23
Oregon Public Employees Retirement Fund
INCREASED38,98438,940+44+0%$8.7M$8.2M-$495.3K2026-10-30
Pittenger & Anderson Inc
INCREASED38,75733,618+5,139+15%$7.5M$8.2M+$648.4K2026-11-02
CapWealth Advisors, LLC
INCREASED38,65837,419+1,239+3%$8.4M$8.2M-$223.5K2026-10-05
Beacon Investment Advisory Services, Inc.
NEW37,859—+37,859——$8.0M—2026-10-13
iA Global Asset Management Inc.
DECREASED36,32437,951-1,627-4%$8.5K$7.7M+$7.7M2026-10-29
Williams Jones Wealth Management, Llc.
INCREASED36,06635,825+241+1%$8.0M$7.6M-$413.5K2026-11-05
Louisiana State Employees Retirement System
DECREASED35,55036,550-1,000-3%$8.2M$7.5M-$684.6K2026-10-20
D.A. Davidson & Co.
INCREASED35,2331,721+33,512+1947%$385.4K$7.4M+$7.0M2026-10-28
LaFleur & Godfrey LLC
INCREASED35,23124,746+10,485+42%$5.5M$7.4M+$1.9M2026-10-27
Stackstone Wealth, LLC
NEW34,409—+34,409——$7.3M—2026-10-19
Foyston, Gordon & Payne Inc
DECREASED34,07335,536-1,463-4%$8.0M$7.2M-$834.8K2026-11-02
Yousif Capital Management, LLC
INCREASED33,60032,562+1,038+3%$7.3M$7.1M-$203.2K2026-10-22
PKO Investment Management Joint-Stock Co
INCREASED33,52710,500+23,027+219%$2.4M$7.1M+$4.7M2026-10-19
Anchor Capital Advisors LLC
DECREASED33,508134,360-100,852-75%$30.1M$7.1M-$23.0M2026-11-05
ARS Investment Partners, LLC
DECREASED33,46133,603-1420%$7.5M$7.1M-$465.4K2026-11-05
Parsons Capital Management Inc
DECREASED32,94233,456-514-2%$7.5M$6.9M-$542.0K2026-10-28
Heritage Investors Management Corp
DECREASED32,87433,637-763-2%$7.5K$6.9M+$6.9M2026-10-29
Mutual of America Capital Management LLC
NEW32,362—+32,362——$6.8M—2026-10-23
Covea Finance
UNCHANGED31,40031,40000%$7.0M$6.6M-$406.9K2026-10-21
TrinityBridge Ltd
INCREASED31,18626,972+4,214+16%$6.0K$6.6M+$6.6M2026-10-30
Telos Capital Management, Inc.
INCREASED31,13825,856+5,282+20%$5.8M$6.6M+$779.1K2026-11-02
Phraction Management LLC
DECREASED30,76630,832-660%$6.9M$6.5M-$413.5K2026-10-14
Griffin Asset Management, Inc.
INCREASED30,56229,221+1,341+5%$6.5M$6.4M-$95.8K2026-10-22
Atria Investments, Inc
INCREASED30,25125,350+4,901+19%$5.7M$6.4M+$705.3K2026-10-15
Farther Finance Advisors, LLC
NEW30,060—+30,060——$6.3M—2026-10-08
State of Alaska, Department of Revenue
DECREASED30,02231,506-1,484-5%$7.1K$6.3K-$7222026-10-15
Davenport & Co LLC
NEW29,655—+29,655——$6.3M—2026-10-14
Apollon Wealth Management, LLC
INCREASED29,62627,447+2,179+8%$6.1M$6.2M+$103.8K2026-10-23
Allen Mooney & Barnes Investment Advisors LLC
INCREASED29,56928,131+1,438+5%$6.3M$6.2M-$61.3K2026-10-08
Albion Financial Group
INCREASED29,41329,326+87+0%$6.6M$6.2M-$361.9K2026-10-21
Concurrent Investment Advisors, LLC
DECREASED29,35630,622-1,266-4%$6.9M$6.2M-$664.3K2026-10-16
Bokf, NA
INCREASED29,2684+29,264+731600%$896$6.2M+$6.2M2026-10-27
Mcrae Capital Management Inc
INCREASED29,15227,085+2,067+8%$6.1M$6.1M+$78.8K2026-10-15
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED28,98731,877-2,890-9%$7.1M$6.1M-$1.0M2026-10-22
ABN Amro Investment Solutions
INCREASED28,6562,705+25,951+959%$605.7K$6.0M+$5.4M2026-10-21
Econ Financial Services Corp
NEW28,518—+28,518——$6.0M—2026-10-19
Edge Wealth Management LLC
INCREASED27,75527,700+55+0%$6.2M$5.8M-$366.4K2026-10-13
Violich Capital Management, Inc.
DECREASED27,72428,862-1,138-4%$6.5M$5.8M-$614.0K2026-10-05
Wesbanco Bank Inc
DECREASED27,56838,014-10,446-27%$8.5M$5.8M-$2.7M2026-11-04
Running Oak Capital LLC
INCREASED27,53924,083+3,456+14%$5.4M$5.8M+$369.6K2026-11-04
Regions Financial Corp
NEW27,425—+27,425——$5.8M—2026-11-05
Strategy Asset Managers LLC
INCREASED27,18717,671+9,516+54%$4.0M$5.7M+$1.8M2026-10-14
Quintet Private Bank (Europe) S.A.
INCREASED27,16712,757+14,410+113%$2.9M$5.7M+$2.9M2026-10-08
Profund Advisors LLC
DECREASED26,81526,830-150%$6.0M$5.7M-$350.9K2026-10-29
LEE Danner & Bass Inc
INCREASED26,45222,383+4,069+18%$5.0M$5.6M+$568.2K2026-10-27
Crossmark Global Holdings, Inc.
NEW26,299—+26,299——$5.5M—2026-10-21
WoodTrust Financial Corp
INCREASED26,01314,369+11,644+81%$3.2K$5.5K+$2.3K2026-10-09
First National Trust Co
DECREASED25,66236,347-10,685-29%$8.1M$5.4M-$2.7M2026-10-28
Clifford Swan Investment Counsel LLC
UNCHANGED25,53825,53800%$5.7M$5.4M-$331.0K2026-11-05
Oppenheimer Asset Management Inc.
DECREASED25,33039,836-14,506-36%$8.9M$5.3M-$3.6M2026-10-27
Waters Parkerson & Co., LLC
DECREASED25,32528,143-2,818-10%$6.3M$5.3M-$959.2K2026-11-04
Gulf International Bank (UK) Ltd
UNCHANGED25,26225,26200%$5.7K$5.3M+$5.3M2026-10-20
Tompkins Financial Corp
NEW25,129—+25,129——$5.3M—2026-10-05
Cincinnati Casualty Co
UNCHANGED25,00025,00000%$5.6M$5.3M-$324.0K2026-11-03
Saybrook Capital
INCREASED24,97724,959+18+0%$5.6M$5.3M-$319.7K2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED24,89742,340-17,443-41%$9.5M$5.3M-$4.2M2026-10-05
Farmers & Merchants Investments Inc
DECREASED24,51324,667-154-1%$5.5M$5.2M-$352.1K2026-10-22
Mesirow Financial Investment Management, Inc.
INCREASED24,22123,197+1,024+4%$5.2M$5.1M-$83.1K2026-11-05
AlphaCore Capital LLC
INCREASED24,02217,496+6,526+37%$3.9M$5.1M+$1.1M2026-11-04
Live Oak Private Wealth LLC
INCREASED23,50922,456+1,053+5%$5.0M$5.0M-$68.9K2026-11-02
Whitener Capital Management, Inc.
NEW23,393—+23,393——$4.9M—2026-10-15
Leo Wealth, LLC
NEW23,286—+23,286——$4.9M—2026-10-26
Nicholas Company, Inc.
INCREASED23,15715,252+7,905+52%$3.4M$4.9M+$1.5M2026-11-05
Lyell Wealth Management, LP
DECREASED23,15627,617-4,461-16%$6.2M$4.9M-$1.3M2026-10-30
Intact Investment Management Inc.
UNCHANGED22,90022,90000%$5.1M$4.8M-$296.8K2026-11-03
Motley Fool Asset Management LLC
NEW22,048—+22,048——$4.7M—2026-10-27
Baxter Bros Inc
DECREASED21,36422,413-1,049-5%$5.0M$4.5M-$511.8K2026-11-04
Salem Investment Counselors Inc
DECREASED20,90821,033-125-1%$4.7M$4.4M-$298.9K2026-10-13
Perennial Advisors, LLC
NEW20,838—+20,838——$4.4M—2026-10-13
Kestra Private Wealth Services, LLC
DECREASED20,79821,560-762-4%$4.8M$4.4M-$440.1K2026-10-30
Parallel Advisors, LLC
DECREASED20,47522,185-1,710-8%$5.0M$4.3M-$648.9K2026-11-03
Independent Investors Inc
NEW20,373—+20,373——$4.3M—2026-10-30
McGuire Investment Group, LLC
INCREASED20,16020,016+144+1%$4.5M$4.3M-$228.9K2026-10-23
Two Point Capital Management, Inc.
DECREASED20,07620,250-174-1%$4.5M$4.2M-$299.1K2026-10-16
Ag2r LA Mondiale Gestion D'actifs
INCREASED20,05914,184+5,875+41%$3.2M$4.2M+$1.1M2026-10-26
First American Bank
DECREASED19,77419,946-172-1%$4.4M$4.2M-$272.5K2026-10-27
Ledyard National Bank
DECREASED19,37019,612-242-1%$4.4M$4.1M-$305.1K2026-10-21
Maryland State Retirement & Pension System
INCREASED19,31517,105+2,210+13%$3.8M$4.1M+$244.5K2026-11-05
Associated Banc-Corp
DECREASED19,26034,241-14,981-44%$7.7M$4.1M-$3.6M2026-10-30
First Financial Bank - Trust Division
INCREASED19,18919,169+20+0%$4.3M$4.0M-$266.7K2026-10-01
Patten & Patten Inc
DECREASED18,67619,095-419-2%$4.3M$3.9M-$335.8K2026-10-26
Wealthcare Advisory Partners LLC
INCREASED18,1109,586+8,524+89%$2.1M$3.8M+$1.7M2026-10-21
Vision Capital Management, Inc.
DECREASED18,03218,575-543-3%$4.2M$3.8M-$355.2K2026-10-20
Generali Asset Management SPA SGR
INCREASED17,66915,892+1,777+11%$3.6M$3.7M+$168.9K2026-10-26
First National Bank of Mount Dora, Trust Investment Services
INCREASED17,4479,196+8,251+90%$2.2M$3.7M+$1.5M2026-10-21
Stenger Family Office, LLC
NEW17,397—+17,397——$3.6M—2026-10-22
J.W. Cole Advisors, Inc.
DECREASED17,28225,264-7,982-32%$5.7M$3.6M-$2.0M2026-11-05
Hartford Investment Management Co
DECREASED16,97217,518-546-3%$3.9M$3.6M-$342.2K2026-11-04
Neville Rodie & Shaw Inc
DECREASED16,85216,866-140%$3.8K$3.6K-$2212026-10-05
SFE Investment Counsel
INCREASED16,70412,704+4,000+31%$2.8M$3.5M+$679.1K2026-10-29
Adell Harriman & Carpenter Inc
NEW16,537—+16,537——$3.5M—2026-11-02
DLK Investment Management, LLC
NEW16,250—+16,250——$3.4M—2026-10-09
Linscomb Wealth, Inc.
DECREASED15,95116,266-315-2%$3.6M$3.4M-$277.1K2026-11-05
New Mexico Educational Retirement Board
UNCHANGED15,79315,79300%$3.5K$3.3M+$3.3M2026-11-05
First Nebraska Trust Co
DECREASED15,78816,236-448-3%$3.6M$3.3M-$305.1K2026-10-30
Choreo, LLC
DECREASED15,47616,691-1,215-7%$3.7M$3.3M-$472.8K2026-10-28
Prevail Innovative Wealth Advisors, LLC
INCREASED15,4057,486+7,919+106%$1.7M$3.2M+$1.5M2026-10-20
Leelyn Smith, LLC
INCREASED15,20512,081+3,124+26%$2.7M$3.2M+$502.4K2026-11-03
OmniStar Financial Group, Inc.
INCREASED15,2006,789+8,411+124%$1.5M$3.2M+$1.7M2026-10-26
Themes Management Co LLC
INCREASED15,19714,284+913+6%$3.2M$3.2M+$7.5K2026-10-29
Nexus Investment Management ULC
DECREASED15,11415,215-101-1%$3.4M$3.2M-$218.5K2026-10-27
Toth Financial Advisory Corp
INCREASED15,10414,256+848+6%$3.2M$3.2M-$6.0K2026-10-08
Kornitzer Capital Management Inc
INCREASED15,03412,268+2,766+23%$2.7M$3.2M+$424.5K2026-11-03
Jefferies Financial Group Inc.
NEW15,000—+15,000——$3.2M—2026-11-05
Bailard, Inc.
INCREASED14,99814,257+741+5%$3.2M$3.2M-$28.4K2026-10-13
Quadrant Capital Group LLC
INCREASED14,9077,533+7,374+98%$1.7M$2.7M+$1.0M2026-10-20
John G Ullman & Associates Inc
INCREASED14,78314,655+128+1%$3.3M$3.1M-$163.0K2026-11-04
Brookmont Capital Management
INCREASED14,62310,147+4,476+44%$2.3M$3.1M+$751.2K2026-10-23
Hendley & Co Inc
DECREASED14,21414,365-151-1%$3.2K$3.0M+$3.0M2026-10-29
Alternative Investment Advisors, Llc.
NEW14,151—+14,151——$3.0M—2026-11-03
Benedict Financial Advisors Inc
INCREASED14,05713,378+679+5%$3.0M$3.0M-$30.0K2026-10-07
BI Asset Management Fondsmaeglerselskab A/S
DECREASED14,04822,923-8,875-39%$5.1K$3.0M+$3.0M2026-10-22
Blue Trust, Inc.
DECREASED13,92014,650-730-5%$3.3M$2.9M-$343.7K2026-10-15
NBT Bank, N.A.
NEW13,846—+13,846——$2.9M—2026-10-21
Sage Capital Advisors,llc
INCREASED13,79012,685+1,105+9%$2.8M$2.9M+$68.7K2026-10-13
Brick & Kyle, Associates
NEW13,590—+13,590——$2.9M—2026-11-05
Sigma Planning Corp
INCREASED13,55812,859+699+5%$2.9M$2.9M-$19.3K2026-10-23
BigSur Wealth Management LLC
UNCHANGED13,55513,55500%$3.0M$2.9M-$175.7K2026-10-13
Pathway Financial Advisors LLC
NEW13,554—+13,554——$2.9M—2026-10-07
Flagship Harbor Advisors, LLC
INCREASED13,55012,851+699+5%$2.9M$2.9M-$19.1K2026-10-26
JB Capital LLC
INCREASED13,54713,296+251+2%$3.0M$2.9M-$119.3K2026-10-19
Fideuram Asset Management (Ireland) dac
INCREASED13,5395+13,534+270680%$1.2K$3.0M+$3.0M2026-10-29
Signet Investment Advisory Group, Inc.
DECREASED13,47113,490-190%$3.0M$2.8M-$178.7K2026-10-30
Farmers & Merchants Trust Co of Long Beach
INCREASED13,40612,987+419+3%$2.9M$2.8M-$80.0K2026-10-22
Daymark Wealth Partners, LLC
DECREASED13,39216,714-3,322-20%$3.7M$2.8M-$917.3K2026-11-04
NovaPoint Capital, LLC
DECREASED12,97313,058-85-1%$2.9M$2.7M-$187.1K2026-10-22
Ritholtz Wealth Management
INCREASED12,89812,391+507+4%$2.8M$2.7M-$53.6K2026-11-05
Integrated Advisors Network LLC
INCREASED12,88510,647+2,238+21%$2.4M$2.7M+$334.0K2026-10-20
Vise Technologies, Inc.
DECREASED12,72613,360-634-5%$3.0M$2.7M-$307.0K2026-10-29
Lynch & Associates
DECREASED12,71312,762-490%$2.9M$2.7M-$175.7K2026-10-13
Fifth Third Wealth Advisors LLC
DECREASED12,69315,484-2,791-18%$3.5M$2.7M-$789.5K2026-10-22
Ethic Inc.
INCREASED12,54711,757+790+7%$2.6M$2.6M+$14.2K2026-11-03
Ashton Thomas Private Wealth, LLC
INCREASED12,51311,675+838+7%$2.6M$2.6M+$25.7K2026-11-03
Capital Asset Advisory Services LLC
INCREASED12,3676,335+6,032+95%$1.4M$2.7M+$1.3M2026-10-30
Rossmore Private Capital
DECREASED12,35412,379-250%$2.8M$2.6M-$165.7K2026-10-27
Meixler Investment Management, Ltd.
INCREASED12,31012,118+192+2%$2.7M$2.6M-$116.5K2026-11-03
Brighton Jones LLC
INCREASED12,20411,233+971+9%$2.5M$2.6M+$59.2K2026-11-03
IronBridge Private Wealth, LLC
DECREASED12,01012,403-393-3%$2.8M$2.5M-$243.5K2026-11-03
Goelzer Investment Management, Inc.
INCREASED11,84511,833+12+0%$2.6M$2.5M-$150.7K2026-10-16
Axxcess Wealth Management, LLC
DECREASED11,78913,804-2,015-15%$3.1M$2.5M-$603.8K2026-10-21
Ethos Capital Management, Inc.
NEW11,775—+11,775——$2.5M—2026-11-03
Cypress Asset Management Inc
DECREASED11,69212,148-456-4%$2.7M$2.5M-$253.7K2026-10-09
Community Trust & Investment Co
INCREASED11,5807,836+3,744+48%$1.7M$2.4M+$694.2K2026-10-15
Rockland Trust Co
NEW11,578—+11,578——$2.4M—2026-10-05
Romano Brothers and Company
DECREASED11,43711,539-102-1%$2.6M$2.4M-$171.1K2026-10-22
E. Ohman J:or Asset Management AB
NEW11,410—+11,410——$2.4M—2026-10-22
Tokio Marine Asset Management Co LTD
INCREASED11,37811,300+78+1%$2.5M$2.4M-$130.0K2026-10-26
Marks Group Wealth Management, Inc
DECREASED11,32613,114-1,788-14%$2.9M$2.4M-$547.1K2026-11-05
Sky Investment Group LLC
NEW11,135—+11,135——$2.3M—2026-10-30
Brookstone Capital Management
DECREASED11,00211,190-188-2%$2.5M$2.3M-$184.8K2026-10-22
Woodley Farra Manion Portfolio Management Inc
DECREASED10,874185,644-174,770-94%$41.6M$2.3M-$39.3M2026-11-05
China Universal Asset Management Co., Ltd.
INCREASED10,6809,540+1,140+12%$2.1M$2.2M+$108.2K2026-10-28
Beutel, Goodman & Co Ltd.
DECREASED10,52310,573-500%$2.4K$2.2M+$2.2M2026-11-04
Diversify Wealth Management, LLC
INCREASED10,4845,612+4,872+87%$1.4M$2.2M+$827.7K2026-10-20
Diversify Advisory Services, LLC
INCREASED10,4845,612+4,872+87%$1.4M$2.2M+$827.7K2026-10-20
Providence Wealth Advisors, LLC
NEW10,455—+10,455——$2.2M—2026-10-29
RFG Advisory, LLC
INCREASED10,4228,818+1,604+18%$2.0M$2.2M+$224.1K2026-11-03
Howard Capital Management, LLC
DECREASED10,38510,409-240%$2.3M$2.2M-$140.0K2026-10-16
Vest Financial, LLC
DECREASED10,33011,239-909-8%$2.5M$2.2M-$337.4K2026-10-21
First Citizens Bank & Trust Co
DECREASED10,27810,389-111-1%$2.3M$2.2M-$158.2K2026-10-14
Folger Nolan Fleming Douglas Capital Management, Inc
NEW10,249—+10,249——$2.2M—2026-10-13
SP Asset Management LLC
DECREASED10,24311,207-964-9%$2.5M$2.2M-$348.6K2026-11-05
Assetmark, Inc
INCREASED10,2169,446+770+8%$2.1M$2.2M+$40.0K2026-10-21
TD Private Client Wealth LLC
DECREASED10,17515,579-5,404-35%$3.5M$2.1M-$1.3M2026-10-28
Busey Bank
NEW10,152—+10,152——$2.1M—2026-10-26
Vista Investment Partners LLC
INCREASED10,0738,982+1,091+12%$2.0M$2.1M+$113.6K2026-10-08
Studio Investment Management LLC
INCREASED10,07010,069+1+0%$2.3M$2.1M-$130.3K2026-10-22
StoneX Group Inc.
INCREASED10,0388,063+1,975+24%$1.8M$2.2M+$349.2K2026-11-03
Sterling Capital Management LLC
DECREASED10,00660,901-50,895-84%$13.6M$2.1M-$11.5M2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED10,00213,182-3,180-24%$3.0M$2.1M-$843.1K2026-11-05
Perigon Wealth Management, LLC
DECREASED9,96915,253-5,284-35%$3.4M$2.1M-$1.3M2026-10-22
Fulton Bank, N.A.
NEW9,966—+9,966——$2.1M—2026-10-14
Ashurst Perkins Coie Trust Co
NEW9,961—+9,961——$2.1M—2026-10-15
Encompass More Asset Management
NEW9,896—+9,896——$2.1M—2026-10-16
SevenBridge Financial Group, LLC
DECREASED9,7649,830-66-1%$2.4M$2.1M-$337.4K2026-10-26
Mission Wealth Management, LP
DECREASED9,76112,664-2,903-23%$2.8M$2.1M-$776.4K2026-10-15
B. Metzler seel. Sohn & Co. AG
DECREASED9,75936,338-26,579-73%$8.1M$2.1M-$6.1M2026-10-30
North Dakota State Investment Board
NEW9,719—+9,719——$2.1M—2026-10-27
Leonteq Securities AG
INCREASED9,6613,336+6,325+190%$746.8K$2.0M+$1.3M2026-10-29
Scott & Selber, Inc.
DECREASED9,6419,685-440%$2.2M$2.0M-$134.7K2026-10-21
MGO One Seven LLC
DECREASED9,5899,655-66-1%$2.2M$2.0M-$138.9K2026-10-28
Caldwell Trust Co
NEW9,421—+9,421——$2.0M—2026-10-30
Clear Harbor Asset Management, LLC
INCREASED9,3748,647+727+8%$1.9M$2.0M+$41.4K2026-11-05
Trust Co of Toledo NA
NEW9,241—+9,241——$1.9M—2026-10-16
Shepherd Financial Partners LLC
INCREASED9,2259,183+42+0%$2.1M$1.9M-$110.3K2026-11-03
Principle Wealth Partners LLC
INCREASED9,1848,231+953+12%$1.8M$1.9M+$94.4K2026-11-02
NTV Asset Management LLC
DECREASED9,17510,762-1,587-15%$2.4M$1.9M-$474.3K2026-10-23
Park Avenue Securities LLC
DECREASED9,1459,611-466-5%$2.2K$1.9M+$1.9M2026-10-26
Dynamic Advisor Solutions LLC
DECREASED9,09213,276-4,184-32%$3.0M$1.9M-$1.1M2026-10-13
Avidian Wealth Enterprises, LLC
INCREASED9,0438,870+173+2%$2.0M$1.9M-$78.4K2026-10-08
Bill Few Associates, Inc.
NEW9,022—+9,022——$1.9M—2026-10-09
Prime Capital Investment Advisors, LLC
DECREASED8,9619,930-969-10%$2.2M$1.9M-$333.1K2026-10-20
White Pine Investment Co
DECREASED8,9408,954-140%$2.0K$1.9K-$1192026-10-15
BAR Harbor Wealth Management
NEW8,912—+8,912——$1.9M—2026-10-21
Eastern Bank
NEW8,901—+8,901——$1.9M—2026-10-05
Gen-Wealth Partners Inc
INCREASED8,8095,223+3,586+69%$1.2M$1.9M+$688.6K2026-11-04
Canandaigua National Bank & Trust Co
NEW8,752—+8,752——$1.8M—2026-10-07
Werlinich Asset Management, LLC
INCREASED8,6836,686+1,997+30%$1.5M$1.8M+$334.6K2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED8,6117,952+659+8%$1.8M$1.8M+$36.1K2026-10-23
Alps Advisors Inc
DECREASED8,49513,900-5,405-39%$3.1M$1.8M-$1.3M2026-11-03
Lynx Capital Group LTD
INCREASED8,3688,361+7+0%$1.9M$1.8M-$106.9K2026-11-04
Verdence Capital Advisors LLC
INCREASED8,3478,073+274+3%$1.8M$1.8M-$46.9K2026-10-26
Brown, Lisle Ings, Inc.
DECREASED8,2228,229-70%$1.8M$1.7M-$108.1K2026-10-16
M Holdings Securities, Inc.
NEW8,156—+8,156——$1.8K—2026-11-03
Great Waters Wealth Management
NEW8,118—+8,118——$1.7M—2026-10-07
Carnegie Investment Counsel
DECREASED8,0698,911-842-9%$2.0M$1.7M-$293.2K2026-10-20
Montag A & Associates Inc
DECREASED7,9428,111-169-2%$1.8M$1.7M-$140.7K2026-10-29
Home Federal Bank of Tennessee
INCREASED7,9357,927+8+0%$1.8M$1.7M-$130.6K2026-10-15
Leisure Capital Management
DECREASED7,8988,006-108-1%$1.8M$1.7M-$126.5K2026-11-03
Old National Bancorp
DECREASED7,8538,868-1,015-11%$2.0M$1.7M-$329.1K2026-10-20
Laurel Wealth Advisors LLC
DECREASED7,8397,946-107-1%$1.8M$1.7M-$125.6K2026-10-27
Exchange Traded Concepts, LLC
INCREASED7,7666,721+1,045+16%$1.5M$1.6M+$133.3K2026-10-28
TCI Wealth Advisors, Inc.
INCREASED7,7397,624+115+2%$1.7M$1.6M-$74.5K2026-10-30
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED7,610676+6,934+1026%$151.4K$1.6M+$1.5M2026-10-22
Congress Park Capital LLC
INCREASED7,4956,332+1,163+18%$1.4M$1.6M+$163.3K2026-10-13
Mcdonald Partners LLC
DECREASED7,49410,956-3,462-32%$2.5M$1.6M-$872.3K2026-11-03
Boomfish Wealth Group, LLC
INCREASED7,4223,948+3,474+88%$884.0K$1.6M+$681.6K2026-10-22
Harbor Investment Advisory, LLC
NEW7,401—+7,401——$1.6M—2026-10-13
Spectrum Asset Management, Inc. (NB )
DECREASED7,3898,865-1,476-17%$2.0M$1.6M-$426.2K2026-10-19
Bfsg, LLC
DECREASED7,3687,492-124-2%$1.7M$1.6M-$123.3K2026-10-30
Palisade Asset Management, LLC
DECREASED7,3597,398-39-1%$1.7M$1.6M-$104.1K2026-11-03
Avity Investment Management Inc.
DECREASED7,3187,344-260%$1.6M$1.5M-$100.7K2026-10-09
Chicago Trust Co NA
NEW7,259—+7,259——$1.5M—2026-10-28
Independent Solutions Wealth Management, LLC
INCREASED7,2534,638+2,615+56%$1.0M$1.5M+$491.0K2026-10-28
Appleton Partners Inc
DECREASED7,2437,720-477-6%$1.7K$1.5M+$1.5M2026-10-30
Focus Financial Network, Inc.
DECREASED7,2198,038-819-10%$1.8M$1.5M-$276.9K2026-10-14
Pflug Koory, LLC
DECREASED7,2017,272-71-1%$1.6M$1.5M-$109.2K2026-10-26
Venture Visionary Partners LLC
DECREASED7,1997,918-719-9%$1.8M$1.5M-$254.1K2026-10-07
Slow Capital, Inc.
INCREASED7,1405,537+1,603+29%$1.2M$1.5M+$266.5K2026-10-23
Smith Salley Wealth Management
INCREASED7,1316,924+207+3%$1.6M$1.5M-$46.1K2026-11-03
Claro Advisors Inc.
INCREASED7,1286,889+239+3%$1.5M$1.5M-$38.8K2026-11-02
Sowell Financial Services LLC
NEW7,110—+7,110——$1.5M—2026-10-23
VestGen Advisors, LLC
DECREASED7,1027,331-229-3%$1.6M$1.5M-$143.2K2026-10-27
Cornerstone Planning, LLC
NEW7,092—+7,092——$1.6M—2026-10-27
Iams Wealth Management, LLC
INCREASED7,0635,473+1,590+29%$1.2M$1.5M+$264.9K2026-10-15
PFG Advisors
DECREASED7,0438,154-1,111-14%$1.8M$1.5M-$340.0K2026-10-16
KTF Investments, LLC
DECREASED7,0429,739-2,697-28%$2.2M$1.5M-$695.1K2026-10-23
Bull Street Advisors, LLC
INCREASED7,0156,902+113+2%$1.5K$1.5M+$1.5M2026-10-20
IFP Advisors, Inc
INCREASED7,0074,390+2,617+60%$982.9K$1.5M+$495.1K2026-10-16
Ballast, Inc.
INCREASED6,8634,738+2,125+45%$1.1M$1.4M+$386.8K2026-10-20
Chicago Capital, LLC
DECREASED6,84411,183-4,339-39%$2.5M$1.4M-$1.1M2026-10-13
Lineweaver Wealth Advisors, LLC
NEW6,815—+6,815——$1.4M—2026-10-13
Independent Financial Group, LLC
DECREASED6,7268,171-1,445-18%$1.8M$1.4M-$410.7K2026-10-13
Axiom Investment Management LLC
DECREASED6,7106,716-60%$1.5M$1.4M-$88.3K2026-11-03
B. Riley Wealth Advisors, Inc.
DECREASED6,6336,785-152-2%$1.5M$1.4M-$146.6K2026-10-13
Ascentis Wealth Management, LLC
INCREASED6,6044,302+2,302+54%$963.2K$1.4M+$430.3K2026-11-03
Equitable Trust Co
DECREASED6,4816,737-256-4%$1.5M$1.4M-$141.2K2026-10-13
Vista Investment Partners II, LLC
INCREASED6,4206,124+296+5%$1.4M$1.4M-$67.9K2026-10-15
GAM Holding AG
INCREASED6,4083,424+2,984+87%$766.6K$1.4M+$585.1K2026-11-03
Provenance Wealth Advisors, LLC
INCREASED6,338138+6,200+4493%$30.9K$1.3M+$1.3M2026-10-30
Chemung Canal Trust Co
DECREASED6,3226,604-282-4%$1.5M$1.3M-$141.5K2026-11-04
Tema Etfs LLC
DECREASED6,30914,987-8,678-58%$3.4M$1.3M-$2.0M2026-10-16
Autumn Glory Partners, LLC
INCREASED6,3036,272+31+0%$1.4M$1.3M-$74.7K2026-10-26
ASO Group Ltd
NEW6,300—+6,300——$1.3M—2026-11-05
Moody National Bank Trust Division
NEW6,287—+6,287——$1.3M—2026-10-06
Waldron Private Wealth LLC
DECREASED6,2856,297-120%$1.4M$1.3M-$84.1K2026-11-02
Boston Trust Walden Corp
DECREASED6,2526,607-355-5%$1.5M$1.3M-$160.6K2026-10-30
Nordwand Advisors, LLC
DECREASED6,2186,237-190%$1.4M$1.3M-$84.8K2026-11-05
Harbour Capital Advisors, LLC
DECREASED6,2156,247-32-1%$1.4M$1.3M-$103.5K2026-10-13
Columbia Asset Management
DECREASED6,1946,408-214-3%$1.4M$1.3M-$128.2K2026-10-19
Wedbush Securities Inc
DECREASED6,16410,195-4,031-40%$2.3K$1.3M+$1.3M2026-10-22
HUB Investment Partners, LLC
DECREASED6,0977,076-979-14%$1.6M$1.3M-$298.3K2026-11-03
BLB&B Advisors, LLC
DECREASED6,0666,972-906-13%$1.6M$1.3M-$281.5K2026-10-27
Northcape Wealth Management, LLC
INCREASED5,9965,751+245+4%$1.3M$1.3M-$22.9K2026-11-04
KCM Investment Advisors LLC
DECREASED5,9826,326-344-5%$1.4M$1.3M-$154.5K2026-10-27
Petredis Investment Advisors LLC
DECREASED5,9387,222-1,284-18%$1.8M$1.3M-$505.3K2026-10-20
Ellsworth Advisors, LLC
INCREASED5,8855,817+68+1%$1.3M$1.2M-$54.9K2026-10-15
Grey Ledge Advisors, LLC
INCREASED5,8585,015+843+17%$1.1M$1.2M+$112.9K2026-11-02
AMG National Trust Bank
INCREASED5,8522,792+3,060+110%$625.1K$1.2M+$609.3K2026-11-05
Penobscot Investment Management Company, Inc.
INCREASED5,8425,761+81+1%$1.3M$1.2M-$57.6K2026-10-26
HCR Wealth Advisors
INCREASED5,8055,740+65+1%$1.3M$1.2M-$60.7K2026-10-15
Gamma Investing LLC
INCREASED5,7885,619+169+3%$1.3M$1.2M-$37.2K2026-10-08
Penn Davis Mcfarland Inc
DECREASED5,7635,765-20%$1.3M$1.2M-$75.0K2026-10-23
Hixon Zuercher, LLC
INCREASED5,7455,736+9+0%$1.3M$1.2M-$72.4K2026-10-13
Arrow Financial Corp
INCREASED5,7185,247+471+9%$1.2M$1.2M+$39.9K2026-10-26
Bryn Mawr Trust Advisors, LLC
DECREASED5,6925,886-194-3%$1.3M$1.2M-$117.2K2026-11-04
Cerro Pacific Wealth Advisors LLC
DECREASED5,6435,646-30%$1.3M$1.2M-$73.7K2026-10-22
North Star Investment Management Corp.
INCREASED5,5995,547+52+1%$1.2M$1.2M-$60.9K2026-10-27
Ascent Group, LLC
INCREASED5,5835,179+404+8%$1.2M$1.2M+$18.2K2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED5,5614,972+589+12%$1.1M$1.2M+$59.8K2026-10-27
Krilogy Financial LLC
INCREASED5,5564,907+649+13%$1.1M$1.2M+$66.1K2026-10-13
Signaturefd, LLC
DECREASED5,5535,944-391-7%$1.3M$1.2M-$159.5K2026-10-23
Marathon Wealth Advisors LLC
DECREASED5,5405,594-54-1%$1.3M$1.2M-$83.8K2026-11-04
Indivisible Partners
INCREASED5,5243,632+1,892+52%$843.3K$1.2M+$321.9K2026-10-26
Mount Vernon Associates Inc
DECREASED5,5135,763-250-4%$1.3K$1.2M+$1.2M2026-10-26
Chicago Partners Investment Group LLC
INCREASED5,5083,977+1,531+39%$979.4K$1.2M+$238.6K2026-10-27
DT Investment Partners, LLC
INCREASED5,5025,444+58+1%$1.2M$1.2M-$58.2K2026-10-27
Trust Point Inc.
DECREASED5,4895,874-385-7%$1.3M$1.2M-$152.2K2026-10-27
Private Trust Co NA
NEW5,470—+5,470——$1.2M—2026-10-20
Modera Wealth Management, LLC
INCREASED5,4435,335+108+2%$1.2M$1.1M-$46.3K2026-10-28
Capital Investment Advisory Services, LLC
DECREASED5,4165,533-117-2%$1.2M$1.1M-$96.4K2026-10-30
Moneco Advisors, LLC
NEW5,372—+5,372——$1.1M—2026-11-05
Curbstone Financial Management Corp
INCREASED5,3625,220+142+3%$1.2M$1.1M-$37.7K2026-10-21
First United Bank & Trust
INCREASED5,2945,268+26+0%$1.2M$1.1M-$62.8K2026-10-22
GS Investments, Inc.
INCREASED5,2484,935+313+6%$1.1M$1.1M+$2.1K2026-11-05
Cherry Creek Investment Advisors, Inc.
INCREASED5,2443,271+1,973+60%$732.4K$1.1M+$373.7K2026-10-14
Costello Asset Management, Inc
DECREASED5,2397,785-2,546-33%$1.7M$1.1M-$637.9K2026-10-30
Parisi Gray Wealth Management
INCREASED5,2375,146+91+2%$1.2M$1.1M-$47.5K2026-10-16
Confluence Wealth Services, Inc.
INCREASED5,2345,156+78+2%$1.2M$1.1M-$50.4K2026-11-05
Old Port Advisors
DECREASED5,2345,268-34-1%$1.2M$1.1M-$75.4K2026-10-23
Lecap Asset Management LTD
NEW5,228—+5,228——$1.1M—2026-10-27
Valeo Financial Advisors, LLC
DECREASED5,2257,700-2,475-32%$1.7M$1.1M-$622.3K2026-10-08
Schmidt P J Investment Management Inc
DECREASED5,21110,761-5,550-52%$2.4M$1.1M-$1.3M2026-11-02
Turtle Creek Wealth Advisors, LLC
NEW5,210—+5,210——$1.1M—2026-10-15
Impact Capital Partners LLC
DECREASED5,1965,197-10%$1.2M$1.1M-$67.6K2026-10-22
Globalt Investments LLC / GA
DECREASED5,1635,321-158-3%$1.2M$1.1M-$102.3K2026-10-27
Wedmont Private Capital
INCREASED5,1623,675+1,487+40%$832.1K$1.1M+$234.3K2026-10-09
Lanark Financial, Inc.
INCREASED5,1425,121+21+0%$1.1M$1.1M-$61.8K2026-10-26
Coastline Trust Co
NEW5,140—+5,140——$1.1M—2026-10-01
EPG Wealth Management LLC
INCREASED5,1355,057+78+2%$1.1M$1.1M-$49.0K2026-11-03
Evergreen Capital Management LLC
DECREASED5,1035,551-448-8%$1.2M$1.1M-$166.4K2026-10-23
Harbor Capital Advisors, Inc.
INCREASED5,0965,074+22+0%$1.1K$1.1M+$1.1M2026-10-22
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED5,07410,280-5,206-51%$2.3M$1.1M-$1.2M2026-10-23
Chilton Capital Management LLC
DECREASED5,0656,175-1,110-18%$1.4M$1.1M-$314.2K2026-10-28
DSG Capital Advisors, LLC
UNCHANGED5,0605,06000%$1.1M$1.1M-$59.4K2026-11-05
Hartford Financial Management Inc.
DECREASED5,0115,343-332-6%$1.2M$1.1M-$139.3K2026-10-21
Magnus Financial Group LLC
DECREASED4,9865,392-406-8%$1.2M$1.1M-$155.4K2026-10-21
Value Partners Investments Inc.
INCREASED4,9753,893+1,082+28%$870.3K$1.1M+$180.9K2026-10-19
Comprehensive Financial Consultants Institutional, Inc.
INCREASED4,9033,974+929+23%$890.0K$1.0M+$144.2K2026-10-15
Citizens National Bank Trust Department
NEW4,890—+4,890——$1.0M—2026-11-04
Fiduciary Alliance LLC
NEW4,875—+4,875——$1.0M—2026-10-13
Persium Advisors, LLC
NEW4,848—+4,848——$1.0M—2026-10-07
Davis Investment Partners, LLC
INCREASED4,8401,824+3,016+165%$408.3K$1.0M+$612.7K2026-11-05
Aviance Capital Partners, LLC
DECREASED4,8375,165-328-6%$1.2M$1.0M-$142.5K2026-10-29
Old Second National Bank of Aurora
NEW4,814—+4,814——$1.0M—2026-10-22
Asset Dedication, LLC
INCREASED4,8144,243+571+13%$950.0K$1.0M+$65.4K2026-11-03
Northstar Asset Management Co
DECREASED4,8114,861-50-1%$1.2M$1.0M-$148.9K2026-10-22
Welch & Forbes LLC
INCREASED4,8104,516+294+7%$1.0M$1.0M+$4.2K2026-11-04
Cox Capital Mgt LLC
DECREASED4,8014,809-80%$1.1M$1.0M-$64.0K2026-10-07
Ipswich Investment Management Co., Inc.
NEW4,757—+4,757——$1.0M—2026-10-13
Norway Savings Bank
NEW4,682—+4,682——$987.6K—2026-10-20
Wealth Enhancement Trust Services, Inc.
NEW4,666—+4,666——$984.2K—2026-10-07
JFS Wealth Advisors, LLC
NEW4,654—+4,654——$981.7K—2026-11-03
Oakmont Investment Advisors, Inc.
INCREASED4,6504,639+11+0%$1.0M$980.6K-$57.8K2026-10-21
Kenora Financial, LLC
DECREASED4,6364,987-351-7%$1.1M$718.4K-$384.1K2026-10-20
Inscription Capital, LLC
DECREASED4,6235,427-804-15%$1.2M$975.2K-$240.0K2026-11-02
GC Wealth Management RIA, LLC
INCREASED4,6144,414+200+5%$988.3K$973.3K-$15.0K2026-11-02
Meridian Investment Counsel Inc.
UNCHANGED4,6124,61200%$1.0M$972.9K-$59.8K2026-10-14
Ascentis Independent Advisors
INCREASED4,60155+4,546+8265%$12.3K$970.4K+$958.1K2026-11-03
Compound Planning, Inc.
INCREASED4,5984,202+396+9%$940.6K$969.9K+$29.3K2026-11-05
WBI Investments, LLC
NEW4,595—+4,595——$969.3K—2026-11-05
Annex Advisory Services, LLC
DECREASED4,56828,054-23,486-84%$6.3M$963.5K-$5.3M2026-10-16
Raab & Moskowitz Asset Management LLC
DECREASED4,5544,712-158-3%$1.1M$960.6K-$94.4K2026-11-02
Elevated Capital Advisors, LLC
INCREASED4,5271,633+2,894+177%$365.6K$954.9K+$589.3K2026-11-04
Advisors Management Group Inc
DECREASED4,5244,545-210%$1.0K$954.0K+$953.0K2026-11-05
Cane Capital Partners, LLC
INCREASED4,5132,586+1,927+75%$579.0K$952.0K+$373.0K2026-10-23
Larson Financial Group LLC
INCREASED4,5023,213+1,289+40%$719.3K$949.7K+$230.3K2026-11-05
Lantz Financial LLC
NEW4,485—+4,485——$946.0K—2026-10-15
Signal Advisors Wealth, LLC
INCREASED4,4601,033+3,427+332%$231.3K$940.8K+$709.5K2026-10-13
Elyxium Wealth, LLC
DECREASED4,4524,569-117-3%$1.0M$939.0K-$83.9K2026-10-27
Spirit of America Management Corp
UNCHANGED4,4254,42500%$990.8K$933.4K-$57.3K2026-10-14
Turn8 Private Wealth Inc.
NEW4,407—+4,407——$929.6K—2026-11-05
Mechanics Bank Trust Department
DECREASED4,38311,169-6,786-61%$2.6M$924.5K-$1.7M2026-10-13
Frank, Rimerman Advisors LLC
INCREASED4,3684,253+115+3%$952.2K$921.4K-$30.9K2026-10-16
J. Derek Lewis & Associates Inc.
DECREASED4,3665,081-715-14%$1.1M$921.0K-$216.7K2026-11-03
Jacobi Capital Management LLC
INCREASED4,3544,090+264+6%$915.7K$918.5K+$2.8K2026-11-05
MCF Advisors LLC
DECREASED4,3444,494-150-3%$1.0M$916.2K-$90.0K2026-10-28
MTM Investment Management, LLC
DECREASED4,2904,300-100%$962.7K$905.0K-$57.8K2026-10-30
Grove Bank & Trust
NEW4,276—+4,276——$902.0K—2026-10-08
Baker Ellis Asset Management LLC
DECREASED4,2174,269-52-1%$955.8K$889.5K-$66.3K2026-10-14
Altura Wealth Advisors Inc.
INCREASED4,1873,326+861+26%$744.7K$883.3K+$138.6K2026-10-22
Elco Management Co., LLC
DECREASED4,1747,914-3,740-47%$1.8M$880.5K-$891.5K2026-10-14
Raiffeisen Bank International AG
NEW4,156—+4,156——$873.3K—2026-10-28
Grimes & Co Wealth Management, LLC
DECREASED4,1134,955-842-17%$1.1M$867.7K-$241.8K2026-10-29
RMR Wealth Builders
INCREASED4,0963,787+309+8%$847.9K$864.0K+$16.1K2026-10-22
PFS Partners, LLC
INCREASED4,0494,036+13+0%$903.7K$854.1K-$49.6K2026-10-21
Courier Capital LLC
INCREASED4,0273,542+485+14%$793.0K$849.5K+$56.5K2026-10-19
Joel Isaacson & Co., LLC
DECREASED4,0184,142-124-3%$927.4K$847.6K-$79.8K2026-11-05
Albert D Mason Inc
INCREASED4,0052,116+1,889+89%$473.7K$844.7K+$371.1K2026-10-27
Essex LLC
DECREASED3,9724,374-402-9%$979.3K$837.9K-$141.5K2026-10-14
Sawgrass Asset Management LLC
DECREASED3,9684,710-742-16%$1.1M$837.0K-$217.4K2026-11-03
Grant Private Wealth Management Inc
NEW3,963—+3,963——$836.0K—2026-10-19
Reynders McVeigh Capital Management, LLC
NEW3,895—+3,895——$821.6K—2026-10-30
Welch Group, LLC
NEW3,892—+3,892——$821.0K—2026-10-29
Kathmere Capital Management, LLC
INCREASED3,8533,613+240+7%$808.8K$812.8K+$3.9K2026-10-20
Trust Co of Oklahoma
DECREASED3,8456,395-2,550-40%$1.4M$811.1K-$620.8K2026-10-15
Pullen Investment Management, LLC
INCREASED3,8393,831+8+0%$857.8K$809.8K-$48.0K2026-10-23
Forbes J M & Co LLP
INCREASED3,8333,813+20+1%$853.7K$808.5K-$45.2K2026-10-16
Yoffe Investment Management, LLC
UNCHANGED3,8333,83300%$858.2K$808.5K-$49.7K2026-11-02
Clear Creek Financial Management, LLC
DECREASED3,8054,192-387-9%$938.6K$803.2K-$135.4K2026-10-28
Lederer & Associates Investment Counsel
INCREASED3,7991,960+1,839+94%$439$801.0K+$800.6K2026-10-23
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED3,7743,77400%$845.0K$796.1K-$48.9K2026-11-02
Compass Wealth Management LLC
INCREASED3,6413,620+21+1%$810.4K$768.0K-$42.4K2026-10-22
Orca Wealth Management, LLC
INCREASED3,6393,606+33+1%$807.4K$767.5K-$39.9K2026-10-14
Provident Investment Management, Inc.
NEW3,630—+3,630——$765.7K—2026-10-23
Golden Reserve Retirement LLC
INCREASED3,6241,260+2,364+188%$282.1K$764.5K+$482.4K2026-11-02
Carret Asset Management, LLC
DECREASED3,6123,713-101-3%$831.3K$761.9K-$69.4K2026-11-04
Sagespring Wealth Partners, LLC
INCREASED3,5843,132+452+14%$701.3K$756.1K+$54.8K2026-10-22
Ti-Trust, Inc
NEW3,578—+3,578——$754.7K—2026-10-21
Sheets Smith Wealth Management
NEW3,577—+3,577——$754.6K—2026-10-16
Doliver Advisors, LP
INCREASED3,5613,486+75+2%$780.5K$751.2K-$29.3K2026-10-01
Koshinski Asset Management, Inc.
DECREASED3,5583,610-52-1%$808.3K$750.6K-$57.7K2026-10-29
Camden National Bank
NEW3,536—+3,536——$745.9K—2026-11-02
Cornerstone Wealth Management, LLC
INCREASED3,5313,478+53+2%$778.8K$744.8K-$33.9K2026-11-04
Lake Street Private Wealth, LLC
NEW3,525—+3,525——$743.5K—2026-10-22
River Street Advisors LLC
INCREASED3,5173,310+207+6%$740.9K$741.9K+$9342026-10-22
Murphy, Middleton, Hinkle & Parker, Inc.
NEW3,498—+3,498——$737.9K—2026-10-15
Franklin Street Advisors Inc
NEW3,494—+3,494——$737.0K—2026-10-13
Tempus Wealth Planning, LLC
DECREASED3,4913,796-305-8%$849.9K$736.4K-$113.5K2026-10-14
Canton Hathaway, LLC
DECREASED3,4753,569-94-3%$799.1K$733.0K-$66.1K2026-10-23
Legacy Wealth Management, LLC / MS
DECREASED3,4714,234-763-18%$948.0K$732.1K-$215.9K2026-10-30
Mather Group, Llc.
DECREASED3,4545,339-1,885-35%$1.2M$728.6K-$466.8K2026-10-14
Westhampton Capital, LLC
DECREASED3,4463,466-20-1%$776.0K$726.9K-$49.1K2026-10-30
Tradewinds Capital Management, LLC
DECREASED3,4403,441-10%$770.6K$725.6K-$44.9K2026-10-23
Biltmore Family Office, LLC
UNCHANGED3,4373,43700%$769.5K$725.0K-$44.5K2026-11-03
Gryphon Financial Partners LLC
DECREASED3,4313,503-72-2%$784.4K$723.8K-$60.7K2026-11-04
First Horizon Corp
DECREASED3,4254,108-683-17%$919.8K$722.5K-$197.3K2026-10-26
Crescent Sterling, Ltd.
NEW3,416—+3,416——$720.6K—2026-10-16
Aljian Capital Management, LLC
INCREASED3,4093,222+187+6%$712.3K$528.3K-$184.0K2026-10-28
Central Bank & Trust Co
DECREASED3,3973,506-109-3%$779.7K$716.6K-$63.2K2026-10-09
Curated Wealth Partners LLC
NEW3,395—+3,395——$716.1K—2026-10-15
AA Financial Advisors, LLC
INCREASED3,3822,865+517+18%$641.6K$713.3K+$71.8K2026-10-19
Weatherly Asset Management L. P.
DECREASED3,3813,419-38-1%$765.5K$713.2K-$52.3K2026-10-20
Weaver Capital Management LLC
NEW3,338—+3,338——$704.1K—2026-10-15
Hilltop National Bank
NEW3,332—+3,332——$702.9K—2026-10-14
Naples Global Advisors, LLC
DECREASED3,3033,653-350-10%$817.9K$696.7K-$121.1K2026-11-05
Davidson Trust Co
DECREASED3,2703,465-195-6%$774.8K$689.8K-$85.0K2026-10-09
XML Financial, LLC
INCREASED3,2513,127+124+4%$700.1K$685.8K-$14.4K2026-10-29
Grandfield & Dodd, LLC
DECREASED3,2433,390-147-4%$759.1K$684.1K-$75.1K2026-10-29
BIP Wealth, LLC
INCREASED3,2293,227+2+0%$722.5K$681.1K-$41.4K2026-10-22
Formidable Asset Management, LLC
NEW3,224—+3,224——$721.8K—2026-11-03
Parcion Private Wealth LLC
NEW3,222—+3,222——$679.6K—2026-10-28
Premier Path Wealth Partners, LLC
INCREASED3,2192,963+256+9%$663.4K$679.0K+$15.6K2026-10-16
Kassira Wealth Management LLC
DECREASED3,2183,253-35-1%$728.3K$678.8K-$49.5K2026-10-28
Burke & Herbert Bank & Trust Co
DECREASED3,1973,231-34-1%$723.4K$674.4K-$49.0K2026-11-02
Independence Bank of Kentucky
NEW3,161—+3,161——$666.8K—2026-10-26
Meridian Wealth Management, LLC
DECREASED3,1313,296-165-5%$738.1K$661.9K-$76.2K2026-11-05
Successful Portfolios LLC
DECREASED3,1253,131-60%$705.1K$669.2K-$35.9K2026-10-09
Greenfield Savings Bank
NEW3,119—+3,119——$657.9K—2026-10-07
WBH Advisory Inc
INCREASED3,1163,114+2+0%$697.2K$657.3K-$39.9K2026-11-05
Visionary Wealth Advisors
DECREASED3,1003,128-28-1%$700.4K$654.0K-$46.4K2026-11-04
Everett Harris & Co
DECREASED3,0613,165-104-3%$708.6K$645.7K-$63.0K2026-10-28
Guyasuta Investment Advisors Inc
NEW3,045—+3,045——$642.2K—2026-10-15
Essex Bank
UNCHANGED3,0393,03900%$680.4K$641.0K-$39.4K2026-10-16
Community Bank of Raymore
NEW3,034—+3,034——$640.0K—2026-10-23
Syntax Research, Inc.
INCREASED3,020177+2,843+1606%$39.5K$637.0K+$597.5K2026-11-04
Stokes Capital Advisors, LLC
DECREASED3,01218,016-15,004-83%$4.0M$635.4K-$3.4M2026-10-09
Tlwm
NEW2,999—+2,999——$632.6K—2026-10-09
V-Square Quantitative Management LLC
INCREASED2,9972,105+892+42%$471.3K$632.2K+$160.9K2026-10-15
Morton Capital Management LLC
DECREASED2,9662,986-20-1%$668.6K$625.7K-$42.8K2026-10-23
Advisory Solutions Group, LLC
INCREASED2,9582,440+518+21%$546.3K$624.0K+$77.7K2026-10-14
Midwest Financial Partners Investments, Inc.
UNCHANGED2,9552,95500%$661.6K$623.3K-$38.3K2026-10-08
CWA Asset Management Group, LLC
DECREASED2,9433,484-541-16%$780.1K$620.8K-$159.2K2026-10-19
Tritonpoint Wealth, LLC
NEW2,931—+2,931——$618.3K—2026-10-19
Valtinson Bruner Financial Planning LLC
DECREASED2,9302,961-31-1%$663.0K$618.0K-$45.0K2026-11-02
Wynn Capital, LLC
NEW2,918—+2,918——$615.5K—2026-10-13
Letson Investment Management, Inc.
UNCHANGED2,9172,91700%$677.4K$615.3K-$62.0K2026-11-05
Cigna Investments Inc
DECREASED2,9133,007-94-3%$673$614.0K+$613.3K2026-10-19
Norden Group LLC
DECREASED2,9003,531-631-18%$789.4K$611.8K-$177.6K2026-10-20
Quantum Private Wealth, LLC
DECREASED2,9003,428-528-15%$796.0K$611.7K-$184.3K2026-10-20
Cyndeo Wealth Partners, LLC
DECREASED2,8893,415-526-15%$764.6K$609.5K-$155.2K2026-10-16
Hanson & Doremus Investment Management
NEW2,882—+2,882——$608—2026-10-16
Archford Capital Strategies, LLC
DECREASED2,8723,439-567-16%$770.0K$605.8K-$164.2K2026-10-19
Mitchell Sinkler & Starr
NEW2,864—+2,864——$604.1K—2026-10-13
Alpha Omega Wealth Management LLC
DECREASED2,8632,956-93-3%$661.7K$603.9K-$57.8K2026-10-23
Verus Capital Partners, LLC
DECREASED2,8583,475-617-18%$778.1K$602.8K-$175.3K2026-11-03
3Chopt Investment Partners, LLC
INCREASED2,8452,534+311+12%$567.3K$600.0K+$32.8K2026-10-30
Procyon Advisors, LLC
NEW2,843—+2,843——$599.7K—2026-10-21
Platform Technology Partners
INCREASED2,8342,496+338+14%$558.9K$597.7K+$38.9K2026-11-02
Nilsine Partners, LLC
DECREASED2,8233,059-236-8%$684.9K$595.5K-$89.4K2026-11-02
Nicholas Hoffman & Company, Llc.
INCREASED2,8182,657+161+6%$594.8K$594.4K-$3632026-10-30
Simplicity Wealth,LLC
DECREASED2,8114,509-1,698-38%$1.0M$593.1K-$416.5K2026-10-23
Tucker Asset Management LLC
INCREASED2,805906+1,899+210%$202.9K$591.7K+$388.8K2026-10-29
Central Pacific Bank - Trust Division
NEW2,800—+2,800——$590.6K—2026-10-06
Dillon & Associates Inc
DECREASED2,7973,277-480-15%$734$590.0K+$589.3K2026-10-22
City Holding Co
NEW2,796—+2,796——$589.8K—2026-10-19
Blume Capital Management, Inc.
NEW2,789—+2,789——$588.3K—2026-10-26
Excalibur Management Corp
INCREASED2,7832,691+92+3%$605.1K$587.0K-$18.0K2026-11-02
PCG Asset Management, LLC
INCREASED2,7751,547+1,228+79%$346.4K$585.4K+$239.0K2026-11-05
New Hampshire Trust
DECREASED2,7688,368-5,600-67%$1.9M$583.9K-$1.3M2026-10-20
Connecticut Wealth Management, LLC
DECREASED2,7594,307-1,548-36%$964.3K$582.0K-$382.3K2026-10-13
KRS Capital Management, LLC
DECREASED2,7572,773-16-1%$620.9K$581.5K-$39.4K2026-10-16
Breakwater Capital Group
NEW2,748—+2,748——$579.7K—2026-10-09
Patten Group, Inc.
DECREASED2,7423,284-542-16%$735.3K$578.4K-$156.9K2026-10-26
RFG - Bristol Wealth Advisors, LLC
DECREASED2,7394,400-1,661-38%$985.2K$577.8K-$407.4K2026-10-09
Mengis Capital Management, Inc.
UNCHANGED2,7382,73800%$613.0K$577.6K-$35.5K2026-10-13
Woodmont Investment Counsel LLC
DECREASED2,7232,754-31-1%$616.6K$574.4K-$42.2K2026-10-29
Apella Capital, LLC
INCREASED2,7142,573+141+5%$579.1K$564.9K-$14.2K2026-10-08
Enhancing Capital LLC
UNCHANGED2,7002,70000%$604.5K$569.5K-$35.0K2026-10-26
Indiana Trust & Investment Management Co
DECREASED2,6962,715-19-1%$607.9K$568.7K-$39.2K2026-10-22
Arvest Investments, Inc.
INCREASED2,6942,687+7+0%$601.6K$568.3K-$33.3K2026-10-21
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED2,6812,68100%$624.6K$571.9K-$52.7K2026-10-21
Beaumont Financial Advisors, LLC
DECREASED2,6662,706-40-1%$605.9K$562.4K-$43.5K2026-10-22
Aprio Wealth Management, LLC
INCREASED2,6582,473+185+7%$553.7K$560.7K+$7.0K2026-10-28
Cove Private Wealth, LLC
INCREASED2,6472,459+188+8%$550.6K$558.4K+$7.8K2026-10-28
Guerra PAN Advisors, LLC
UNCHANGED2,6452,64500%$592.2K$555.4K-$36.8K2026-10-26
Patrick M Sweeney & Associates, Inc
INCREASED2,6422,640+2+0%$591.1K$557.3K-$33.8K2026-10-22
Alpha Family Trust
UNCHANGED2,6402,64000%$591.1K$591.1K$02026-11-04
Marathon Capital Management
DECREASED2,6312,647-16-1%$592.7K$555.0K-$37.7K2026-10-23
Moss Adams Wealth Advisors LLC
INCREASED2,6052,193+412+19%$491.1K$549.5K+$58.4K2026-10-28
Landmark Wealth Management, LLC
NEW2,591—+2,591——$546.5K—2026-11-03
Focused Wealth Management, Inc
INCREASED2,5702,278+292+13%$510.0K$542.1K+$32.0K2026-10-30
Avestar Capital, LLC
DECREASED2,5632,897-334-12%$648.6K$540.6K-$108.0K2026-10-28
Outfitters Financial LLC
INCREASED2,5451,877+668+36%$420.3K$536.8K+$116.6K2026-10-23
Madden Securities Corp
DECREASED2,5414,447-1,906-43%$995.7K$536.0K-$459.7K2026-10-27
Archer Investment Corp
DECREASED2,5382,631-93-4%$589.1K$535.4K-$53.7K2026-11-05
Aaron Wealth Advisors LLC
DECREASED2,5293,201-672-21%$716.7K$533.5K-$183.2K2026-10-13
Richards, Merrill & Peterson, Inc.
DECREASED2,5043,032-528-17%$678.9K$528.2K-$150.7K2026-10-19
Eads & Heald Wealth Management
DECREASED2,5032,653-150-6%$594.1K$528.0K-$66.1K2026-10-29
Helios Capital Management Pte. LTD
UNCHANGED2,5002,50000%$559.8K$527.4K-$32.4K2026-10-14
First Growth Capital LLC
NEW2,471—+2,471——$521.2K—2026-10-15
Register Financial Advisors LLC
DECREASED2,4719,144-6,673-73%$2.0M$521.3K-$1.5M2026-10-23
Mirador Capital Partners LP
NEW2,448—+2,448——$516.4K—2026-10-09
Hunter Associates Investment Management LLC
UNCHANGED2,4482,44800%$551$517.0K+$516.4K2026-10-26
Trust Investment Advisors
INCREASED2,4402,356+84+4%$547.1K$517.7K-$29.4K2026-10-20
Integrity Alliance, Llc.
INCREASED2,4292,097+332+16%$469.5K$512.5K+$43.0K2026-10-29
NBH Bank
DECREASED2,4174,773-2,356-49%$1.1M$509.8K-$598.5K2026-11-05
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED2,41016,122-13,712-85%$3.6M$508.4K-$3.1M2026-11-03
Cassaday & Co Wealth Management LLC
DECREASED2,4082,502-94-4%$560.2K$507.9K-$52.3K2026-10-27
Galvin, Gaustad & Stein, LLC
DECREASED2,4032,452-49-2%$549.0K$507.0K-$42.0K2026-10-08
Soltis Investment Advisors LLC
INCREASED2,4021,841+561+30%$412.1K$506.8K+$94.6K2026-10-28
CMH Wealth Management LLC
DECREASED2,4002,681-281-10%$600.2K$506.3K-$93.9K2026-10-22
Cidel Asset Management Inc
INCREASED2,3892,237+152+7%$500.9K$503.9K+$3.1K2026-10-29
1900 Wealth Management LLC
INCREASED2,3881,616+772+48%$362.3K$503.7K+$141.4K2026-10-13
Northland Securities, Inc.
INCREASED2,3751,975+400+20%$442.2K$501.0K+$58.8K2026-11-02
Pinnacle Bancorp, Inc.
DECREASED2,3732,378-50%$532.4K$500.6K-$31.9K2026-10-21
Legacy Financial Strategies, LLC
DECREASED2,3712,448-77-3%$548.0K$500.1K-$47.9K2026-10-15
Ticino Wealth
DECREASED2,3705,061-2,691-53%$1.1M$499.9K-$633.2K2026-10-13
Elmwood Wealth Management, Inc.
DECREASED2,3672,386-19-1%$534.2K$499.3K-$34.9K2026-10-14
Strategic Advisors LLC
DECREASED2,3522,778-426-15%$622.0K$496.2K-$125.8K2026-10-13
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED2,3512,35100%$545.9K$545.9K$02026-10-15
SS&H Financial Advisors, Inc.
DECREASED2,3492,351-20%$526$495.0K+$494.5K2026-10-28
Portfolio Design Labs, LLC
INCREASED2,3322,270+62+3%$508.1K$491.9K-$16.2K2026-11-04
Great Diamond Partners, LLC
INCREASED2,3022,298+4+0%$514.5K$485.6K-$28.9K2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED2,2832,250+33+1%$503.8K$481.6K-$22.1K2026-10-13
Valley Brook Capital Group, Inc.
UNCHANGED2,2832,28300%$511.2K$481.6K-$29.6K2026-10-26
Alta Advisers Ltd
INCREASED2,2761,229+1,047+85%$275.1K$480.1K+$205.0K2026-11-02
Beacon Bank & Trust
DECREASED2,2753,419-1,144-33%$765.6K$479.9K-$285.7K2026-10-27
Tannin Capital LLC
NEW2,274—+2,274——$479.7K—2026-11-05
Oakworth Capital, Inc.
INCREASED2,2702,184+86+4%$486.6K$478.8K-$7.8K2026-10-26
True North Advisors, LLC
NEW2,267—+2,267——$478.2K—2026-10-22
SeaCrest Wealth Management, LLC
DECREASED2,2632,613-350-13%$585.0K$477.4K-$107.6K2026-10-21
Cypress Capital Group
INCREASED2,2582,031+227+11%$454.6K$476.3K+$21.7K2026-11-03
Renasant Bank
DECREASED2,2452,253-80%$504.3K$473.5K-$30.9K2026-11-05
Versant Capital Management, Inc
NEW2,233—+2,233——$471.0K—2026-10-02
Diversified Enterprises, LLC
INCREASED2,2311,661+570+34%$371.9K$470.6K+$98.7K2026-10-19
Hedges Asset Management LLC
DECREASED2,2254,475-2,250-50%$1.0M$469.3K-$532.6K2026-10-29
Parkside Financial Bank & Trust
INCREASED2,2242,178+46+2%$487.6K$469.1K-$18.5K2026-10-27
Builder Investment Group Inc
UNCHANGED2,2232,22300%$497.7K$468.9K-$28.8K2026-10-22
Outlook Wealth Advisors, LLC
UNCHANGED2,2082,20800%$494.4K$465.8K-$28.6K2026-10-28
First City Capital Management, Inc.
DECREASED2,2022,209-70%$494.6K$464.5K-$30.1K2026-10-27
Altus Wealth Group LLC
DECREASED2,2012,247-46-2%$503.1K$464.3K-$38.8K2026-10-20
Heritage Wealth Management, Inc.
DECREASED2,1892,200-110%$492.5K$461.7K-$30.7K2026-10-28
Navigate Wealth Management, LLC
NEW2,179—+2,179——$452.6K—2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
INCREASED2,1672,113+54+3%$473.1K$457.1K-$16.0K2026-10-23
Quadcap Wealth Management, LLC
DECREASED2,1663,083-917-30%$690.3K$456.9K-$233.3K2026-11-02
Strategic Blueprint, LLC
INCREASED2,1621,718+444+26%$384.7K$456.1K+$71.5K2026-10-22
Cohen Capital Management, Inc.
UNCHANGED2,1602,16000%$483.6K$455.6K-$28.0K2026-10-14
SAX Wealth Advisors, LLC
NEW2,153—+2,153——$454.2K—2026-10-13
Bison Wealth, LLC
INCREASED2,1452,007+138+7%$464.0K$449.7K-$14.2K2026-10-13
Armstrong, Fleming & Moore, Inc
INCREASED2,1402,139+1+0%$478.9K$451.3K-$27.6K2026-10-28
Yankcom Partnership
NEW2,139—+2,139——$451.2K—2026-10-15
Oliver Luxxe Assets LLC
DECREASED2,1252,525-400-16%$565.3K$448.2K-$117.1K2026-10-14
City State Bank
INCREASED2,1192,037+82+4%$456.1K$447.0K-$9.1K2026-10-20
Cascade Investment Group, Inc.
DECREASED2,1192,169-50-2%$485.6K$447.0K-$38.7K2026-10-13
International Assets Investment Management, LLC
DECREASED2,1172,427-310-13%$538.2K$452.6K-$85.6K2026-11-02
Solstein Capital, LLC
UNCHANGED2,1142,11400%$473.3K$445.9K-$27.4K2026-11-02
GHP Investment Advisors, Inc.
DECREASED2,1132,115-20%$473.5K$445.7K-$27.8K2026-10-15
Lewis Asset Management, LLC
DECREASED2,1052,369-264-11%$530.4K$444.0K-$86.4K2026-10-14
Independent Wealth Network Inc.
DECREASED2,0962,150-54-3%$481.4K$442.1K-$39.3K2026-10-19
Jm2 Capital Inc.
INCREASED2,0932,082+11+1%$466.2K$441.6K-$24.6K2026-10-14
Harbour Trust & Investment Management Co
DECREASED2,0752,076-10%$464.8K$437.7K-$27.1K2026-10-28
Parr Mcknight Wealth Management Group, LLC
INCREASED2,0631,364+699+51%$305.4K$435.2K+$129.8K2026-10-30
Phoenix Wealth Advisors
DECREASED2,0612,081-20-1%$465.9K$434.7K-$31.2K2026-11-03
Investment Partners, Ltd.
INCREASED2,0591,142+917+80%$255.7K$434.0K+$178.3K2026-10-29
Journey Advisory Group, LLC
INCREASED2,0421,985+57+3%$444.4K$430.8K-$13.7K2026-11-04
Steinberg Asset Management LLC
UNCHANGED2,0422,04200%$457.2K$430.7K-$26.5K2026-10-29
Burney Co/
DECREASED2,0412,270-229-10%$508.3K$430.5K-$77.7K2026-10-15
Everhart Financial Group, Inc.
NEW2,034—+2,034——$429.1K—2026-10-08
DecisionMap Wealth Management, LLC
DECREASED2,0332,364-331-14%$529.3K$428.9K-$100.4K2026-10-29
Arista Wealth Management, LLC
DECREASED2,0322,773-741-27%$620.8K$428.6K-$192.1K2026-10-29
YHB Investment Advisors, Inc.
NEW2,024—+2,024——$426.9K—2026-10-08
Signature Estate & Investment Advisors LLC
INCREASED2,0231,854+169+9%$415.1K$426.6K+$11.5K2026-10-13
Sapient Capital LLC
DECREASED2,0232,024-10%$453.2K$426.7K-$26.4K2026-10-08
apricus wealth, LLC
INCREASED2,0221,890+132+7%$423.2K$426.5K+$3.4K2026-10-26
Lighthouse Financial Services Inc
DECREASED2,0172,183-166-8%$484.1K$425.5K-$58.6K2026-11-02
Tred Avon Family Wealth, LLC
DECREASED2,0123,185-1,173-37%$728.5K$424.4K-$304.1K2026-10-20
Cornell Pochily Investment Advisors, Inc.
UNCHANGED2,0122,01200%$450.5K$424.4K-$26.1K2026-10-19
Corundum Group, Inc.
INCREASED2,0081,976+32+2%$442.4K$423.6K-$18.9K2026-10-28
EverSource Wealth Advisors, LLC
INCREASED2,0061,721+285+17%$385.3K$423.2K+$37.9K2026-11-04
Supplemental Annuity Collective Trust of NJ
DECREASED2,0052,032-27-1%$455.0K$422.9K-$32.0K2026-11-02
Crumly & Associates Inc.
INCREASED2,0021,330+672+51%$297.8K$422.3K+$124.5K2026-10-07
Paragon Capital Management Ltd
INCREASED2,0001,989+11+1%$445.4K$421.8K-$23.7K2026-10-09
Baldwin Wealth Partners LLC
DECREASED1,9892,311-322-14%$517.4K$419.6K-$97.9K2026-10-13
Chatham Capital Group, Inc.
NEW1,988—+1,988——$419.3K—2026-10-16
Birchbrook, Inc.
NEW1,985—+1,985——$418.8K—2026-10-14
AdvisorNet Financial, Inc
DECREASED1,9793,600-1,621-45%$806.0K$410.9K-$395.2K2026-10-15
Prudent Man Advisors, LLC
NEW1,977—+1,977——$417.0K—2026-11-03
Armstrong Advisory Group, Inc
DECREASED1,9711,977-60%$442.6K$415.7K-$26.8K2026-10-09
Argentarii, LLC
DECREASED1,9661,988-22-1%$457.4K$414.6K-$42.8K2026-10-28
Allen Investment Management, LLC
DECREASED1,9642,138-174-8%$478.6K$414.6K-$64.1K2026-11-03
Fagan Associates, Inc.
DECREASED1,9591,979-20-1%$443.1K$413.2K-$29.9K2026-10-13
Plimoth Trust Co LLC
NEW1,956—+1,956——$412.6K—2026-10-26
Lakeshore Capital Group, Inc.
NEW1,953—+1,953——$412.0K—2026-10-20
Thoma Capital Management LLC
NEW1,946—+1,946——$410.5K—2026-10-19
Kwmg, LLC
DECREASED1,9401,978-38-2%$442.8K$409.2K-$33.5K2026-10-07
Collaborative Fund Advisors, LLC
INCREASED1,9351,706+229+13%$382.0K$408.2K+$26.2K2026-11-02
Sacks & Associates, LLC
DECREASED1,9271,991-64-3%$483.9K$406.4K-$77.5K2026-10-09
Lantern Wealth Advisors, LLC
UNCHANGED1,9251,92500%$431.0K$406.1K-$24.9K2026-10-22
71 West Capital Partners
INCREASED1,9151,712+203+12%$383.3K$404.0K+$20.6K2026-11-04
Peoples Bank
NEW1,911—+1,911——$403.1K—2026-10-09
Klingman & Associates, LLC
INCREASED1,9101,464+446+30%$327.7K$402.9K+$75.2K2026-10-20
Hennion & Walsh Asset Management, Inc.
INCREASED1,9031,554+349+22%$368.2K$401.4K+$33.2K2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED1,8991,928-29-1%$431.7K$400.6K-$31.1K2026-10-13
Linden Thomas Advisory Services, LLC
NEW1,885—+1,885——$397.6K—2026-10-19
Aviso Wealth Management
DECREASED1,8852,181-296-14%$488.3K$397.6K-$90.7K2026-11-04
Aspiriant, LLC
INCREASED1,8801,723+157+9%$385.8K$396.6K+$10.8K2026-10-16
Ironwood Financial, llc
UNCHANGED1,8751,87500%$416.7K$395.5K-$21.2K2026-10-20
OpenArc Corporate Advisory, LLC
INCREASED1,8731,460+413+28%$327.5K$395.1K+$67.6K2026-10-21
Obermeyer Wealth Partners
DECREASED1,8671,882-15-1%$421.4K$393.8K-$27.6K2026-10-21
CoreCap Advisors, LLC
NEW1,862—+1,862——$392.9K—2026-10-08
Gradient Investments LLC
INCREASED1,8531,667+186+11%$373.1K$390.9K+$17.7K2026-10-08
Relyea Zuckerberg Hanson LLC
DECREASED1,8481,858-10-1%$416.0K$389.8K-$26.2K2026-10-20
Northbridge Financial Group, LLC
INCREASED1,8461,443+403+28%$323.1K$393.0K+$69.9K2026-11-05
Radnor Capital Management, LLC
DECREASED1,8441,845-10%$413.0K$389.0K-$24.0K2026-10-23
NWF Advisory Services Inc.
INCREASED1,8401,835+5+0%$410.9K$388.2K-$22.7K2026-10-19
OceanIQ Capital, LLC
INCREASED1,8391,786+53+3%$411.0K$381.2K-$29.8K2026-10-19
Symphony Financial, Ltd. Co.
NEW1,837—+1,837——$386.8K—2026-10-22
Beese Fulmer Investment Management, Inc.
NEW1,834—+1,834——$386.8K—2026-10-23
Uncommon Cents Investing Inc
DECREASED1,8201,876-56-3%$420.0K$383.9K-$36.1K2026-10-20
Wolverine Asset Management LLC
INCREASED1,818897+921+103%$200.8K$383.5K+$182.7K2026-11-02
Charles Schwab Trust Co
INCREASED1,8171,574+243+15%$352.4K$383.3K+$30.9K2026-10-15
D'Orazio & Associates, Inc.
INCREASED1,8141,809+5+0%$404.9K$382.6K-$22.3K2026-11-04
MBL Wealth, LLC
INCREASED1,8101,045+765+73%$234.0K$381.8K+$147.8K2026-10-22
Miramontes Capital, LLC
DECREASED1,8062,175-369-17%$487.0K$381.0K-$106.0K2026-10-19
Exchange Bank
DECREASED1,8001,881-81-4%$419.8K$379.7K-$40.1K2026-10-07
Bank of Stockton
INCREASED1,7931,666+127+8%$370.3K$378.2K+$7.9K2026-10-20
Beverly Hills Private Wealth, LLC
INCREASED1,7921,388+404+29%$310.7K$378.1K+$67.4K2026-11-04
Pictet North America Advisors SA
UNCHANGED1,7871,78700%$400.1K$377.0K-$23.2K2026-10-21
Legacy Advisors, LLC
DECREASED1,7802,218-438-20%$496.6K$375.5K-$121.1K2026-10-19
Pegasus Asset Management, Inc.
INCREASED1,7761,757+19+1%$393.4K$374.6K-$18.8K2026-11-03
Calamos Wealth Management LLC
DECREASED1,7751,906-131-7%$426.8K$374.4K-$52.3K2026-11-02
Union Savings Bank
NEW1,772—+1,772——$373.8K—2026-10-14
Duncker Streett & Co Inc
DECREASED1,7711,911-140-7%$427.9K$373.6K-$54.3K2026-10-27
Granite Investment Partners, LLC
DECREASED1,7681,771-30%$396.4K$372.9K-$23.5K2026-11-04
Essential Investment Partners LLC
DECREASED1,7631,801-38-2%$403.2K$371.9K-$31.4K2026-10-27
Covenant Asset Management, LLC
DECREASED1,7531,814-61-3%$406.0K$369.8K-$36.3K2026-10-14
Magnolia Capital Management LTD
UNCHANGED1,7501,75000%$392$369-$232026-10-09
Equity Wealth Partners, LLC
DECREASED1,7471,785-38-2%$399.7K$368.6K-$31.1K2026-10-26
Dudley Capital Management, LLC
UNCHANGED1,7441,74400%$390.5K$367.9K-$22.6K2026-10-23
CRA Financial Services, LLC
DECREASED1,7391,885-146-8%$422.1K$366.7K-$55.3K2026-10-16
PW Nova Financial Services LLC
INCREASED1,7351,163+572+49%$260.4K$366.0K+$105.6K2026-10-15
Bond & Devick Financial Network, Inc.
NEW1,731—+1,731——$365.1K—2026-10-23
Levin Capital Strategies, L.P.
DECREASED1,72569,275-67,550-98%$15.5M$364.2K-$15.1M2026-11-02
Global Wealth Strategies & Associates
NEW1,720—+1,720——$362.8K—2026-10-02
Bigelow Investment Advisors, LLC
INCREASED1,7171,536+181+12%$343.9K$362.2K+$18.3K2026-10-13
Lawood & Co
NEW1,716—+1,716——$362.0K—2026-10-09
TigerOak Management, L.L.C.
INCREASED1,7131,624+89+5%$363.6K$361.2K-$2.4K2026-10-23
Quadrant Private Wealth Management, LLC
NEW1,711—+1,711——$360.9K—2026-11-04
Tranquility Partners, LLC
INCREASED1,7111,689+22+1%$378.2K$360.9K-$17.2K2026-10-20
Firethorn Wealth Partners, LLC
DECREASED1,7091,712-30%$383.3K$360.5K-$22.8K2026-10-14
Sicart Associates LLC
UNCHANGED1,7061,70600%$382.0K$360.7K-$21.3K2026-10-29
Tower Trust & Investment Co
NEW1,704—+1,704——$359.4K—2026-10-28
Fell Capital Management
DECREASED1,7041,816-112-6%$406.6K$359.4K-$47.2K2026-10-09
Invera Wealth Advisors, LLC
NEW1,696—+1,696——$357.8K—2026-10-28
Moody Lynn Lieberson & Walker, LLC
DECREASED1,6881,697-9-1%$380.1K$356.1K-$24.0K2026-10-14
Merrion Investment Management Co, LLC
NEW1,680—+1,680——$354.4K—2026-10-16
Triad Wealth Partners, LLC
INCREASED1,6801,613+67+4%$398.0K$354.3K-$43.7K2026-10-26
Achmea Investment Management B.V.
NEW1,679—+1,679——$354.4K—2026-10-30
Accurate Wealth Management, LLC
DECREASED1,6791,743-64-4%$394.6K$348.1K-$46.5K2026-10-20
LVW Advisors, LLC
NEW1,677—+1,677——$353.7K—2026-10-19
TritonPoint Partners, LLC
DECREASED1,6693,528-1,859-53%$789.9K$352.1K-$437.9K2026-11-05
Willow Creek Wealth Management Inc.
DECREASED1,6601,662-20%$372.2K$350.2K-$22.1K2026-10-26
Provident Wealth Management, LLC
NEW1,657—+1,657——$349.5K—2026-10-20
Avantax Planning Partners, Inc.
DECREASED1,6541,670-16-1%$374.0K$348.9K-$25.1K2026-11-03
L. Roy Papp & Associates, LLP
DECREASED1,6491,652-30%$369.8K$347.8K-$21.9K2026-10-21
One Wealth Capital Management, LLC
NEW1,647—+1,647——$347.4K—2026-10-23
Nations Financial Group Inc,
INCREASED1,6441,581+63+4%$354.2K$346.9K-$7.3K2026-11-05
Triangle Securities Wealth Management
DECREASED1,6411,707-66-4%$382.2K$346.2K-$36.0K2026-10-14
Traphagen Investment Advisors LLC
INCREASED1,6401,639+1+0%$367.0K$346.0K-$21.0K2026-10-14
Compass Ion Advisors, LLC
DECREASED1,6351,688-53-3%$377.7K$344.9K-$32.8K2026-10-23
Wilkins Investment Counsel Inc
DECREASED1,6331,635-20%$366.0K$344.5K-$21.5K2026-11-03
Univest Financial Corp
INCREASED1,6271,600+27+2%$358.2K$343.1K-$15.1K2026-11-05
Primoris Wealth Advisors, LLC
UNCHANGED1,6171,61700%$362.0K$341.1K-$21.0K2026-10-28
Barlow Wealth Partners, LLC
UNCHANGED1,6161,61600%$356.1K$344.0K-$12.1K2026-10-15
Banque Pictet & CIE SA
DECREASED1,61216,327-14,715-90%$3.7M$340.0K-$3.3M2026-10-16
Mill Capital Management, LLC
DECREASED1,6101,894-284-15%$424.1K$339.6K-$84.5K2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED1,6051,621-16-1%$361$76.3K+$75.9K2026-11-04
TCV Trust & Wealth Management, Inc.
INCREASED1,6041,595+9+1%$357.2K$338.3K-$18.9K2026-10-16
Cross Staff Investments Inc
UNCHANGED1,6001,60000%$358.2K$337.5K-$20.7K2026-10-22
Peoples Financial Services Corp.
NEW1,594—+1,594——$336.2K—2026-10-20
LifeGoal Investments, LLC
NEW1,581—+1,581——$333.5K—2026-10-09
Legacy Wealth Asset Management, LLC
INCREASED1,5801,552+28+2%$347.5K$333.3K-$14.2K2026-10-09
Rossby Financial, LCC
INCREASED1,579929+650+70%$208.0K$333.0K+$125.0K2026-11-05
Secure Asset Management, LLC
NEW1,557—+1,557——$328.5K—2026-10-19
Accel Wealth Management
DECREASED1,5551,677-122-7%$375.5K$328.0K-$47.5K2026-10-13
Gerald Baker Financial Group LLC
INCREASED1,5501,535+15+1%$343.7K$327.0K-$16.7K2026-10-09
Avior Wealth Management, LLC
NEW1,549—+1,549——$326.8K—2026-10-13
Mechanics Financial Corp
INCREASED1,5491,525+24+2%$341.2K$326.6K-$14.6K2026-11-05
Howland Capital Management LLC
DECREASED1,5461,633-87-5%$365.5K$326.1K-$39.4K2026-10-22
Blvd Private Wealth, LLC
UNCHANGED1,5381,53800%$344.4K$324.4K-$19.9K2026-10-14
CLG LLC
INCREASED1,5341,532+2+0%$343.0K$323.6K-$19.4K2026-10-13
Aries Wealth Management
DECREASED1,5311,533-20%$343.2K$322.9K-$20.3K2026-10-23
FSM Wealth Advisors, LLC
NEW1,530—+1,530——$316.1K—2026-10-27
Midland Wealth Advisors, LLC
DECREASED1,5271,542-15-1%$345.3K$322.1K-$23.1K2026-10-26
Accredited Investors Inc.
NEW1,524—+1,524——$321.5K—2026-11-03
ARQ Wealth Advisors, LLC
DECREASED1,5221,622-100-6%$377.9K$321.1K-$56.9K2026-10-29
Texas Bank & Trust Co
DECREASED1,5111,521-10-1%$340.6K$318.7K-$21.8K2026-11-04
Financial Perspectives, Inc
INCREASED1,5031,475+28+2%$330.3K$317.1K-$13.2K2026-11-03
Madson Wealth Advisors Inc
DECREASED1,4941,554-60-4%$347.9K$315.1K-$32.9K2026-10-13
Titleist Asset Management, LLC
NEW1,475—+1,475——$311.2K—2026-10-08
Stablepoint Partners, LLC
NEW1,472—+1,472——$310.6K—2026-11-03
Summit Wealth Group LLC / Co
DECREASED1,4613,024-1,563-52%$677.1K$308.2K-$368.9K2026-10-29
General Partner, Inc.
INCREASED1,461100+1,361+1361%$22.4K$308.2K+$285.8K2026-10-05
Kuhn & Co Investment Counsel
INCREASED1,4601,434+26+2%$321.1K$308.0K-$13.1K2026-10-29
Root Financial Partners, LLC
NEW1,453—+1,453——$306.5K—2026-10-21
Montgomery Investment Management Inc
UNCHANGED1,4501,45000%$324.7K$305.9K-$18.8K2026-10-26
Grandview Asset Management LLC
DECREASED1,4351,745-310-18%$390.7K$302.8K-$87.9K2026-10-19
Cypress Wealth Services, LLC
INCREASED1,4281,253+175+14%$280.5K$303.9K+$23.3K2026-10-21
Brown Miller Wealth Management, LLC
DECREASED1,4151,583-168-11%$354.4K$298.5K-$56.0K2026-11-02
Riversedge Advisors, LLC
INCREASED1,4111,008+403+40%$225.6K$297.6K+$72.0K2026-10-09
KFA Private Wealth Group, LLC
DECREASED1,4111,420-9-1%$317.9K$297.7K-$20.2K2026-10-07
Curtis Advisory Group, LLC
UNCHANGED1,4001,40000%$313.5K$295.3K-$18.1K2026-10-28
Birch Financial Group, LLC
DECREASED1,3801,433-53-4%$320.7K$291.1K-$29.7K2026-10-27
Legacy Private Trust Co.
DECREASED1,3731,374-10%$307.8K$289.6K-$18.1K2026-10-06
Leslie Global Wealth, LLC
NEW1,358—+1,358——$286.5K—2026-10-26
KPP Advisory Services LLC
DECREASED1,3583,098-1,740-56%$693.8K$286.4K-$407.4K2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED1,3501,239+111+9%$277.4K$284.8K+$7.4K2026-10-16
Regent Peak Wealth Advisors LLC
NEW1,349—+1,349——$284.6K—2026-10-13
Dorval Corp
UNCHANGED1,3481,34800%$301.8K$284.3K-$17.5K2026-10-29
Fishman JAY A LTD
DECREASED1,3461,667-321-19%$373.2K$283.9K-$89.3K2026-10-26
Abacus Planning Group, Inc.
NEW1,344—+1,344——$283.5K—2026-11-02
Tandem Investment Partners LLC
INCREASED1,3431,210+133+11%$270.9K$283.3K+$12.4K2026-10-16
Bank Pictet & Cie (Europe) AG
DECREASED1,33033,367-32,037-96%$7.5M$280.6K-$7.2M2026-10-20
Ellis Investment Partners, LLC
INCREASED1,3261,325+1+0%$296.7K$279.9K-$16.8K2026-10-21
Kennebec Savings Bank
DECREASED1,3242,816-1,492-53%$630.4K$279.3K-$351.1K2026-10-22
Perryman Financial Advisory Inc
DECREASED1,3231,360-37-3%$304.5K$279.1K-$25.4K2026-10-16
Windsor Capital Management, LLC
NEW1,319—+1,319——$278.3K—2026-10-13
Cornerstone Wealth Group, LLC
DECREASED1,31925,285-23,966-95%$5.7M$278.2K-$5.4M2026-11-02
Mountain Pacific Investment Advisers LLC
INCREASED1,3111,307+4+0%$292.5K$276.5K-$16.0K2026-10-29
Bell Bank
NEW1,310—+1,310——$276.3K—2026-10-21
Stonebridge Financial Group, LLC
INCREASED1,3091,250+59+5%$279.9K$276.1K-$3.8K2026-10-01
Jnba Financial Advisors
DECREASED1,3081,333-25-2%$298.4K$275.9K-$22.5K2026-11-03
Greenup Street Wealth Management LLC
DECREASED1,3041,328-24-2%$297.4K$275.1K-$22.3K2026-10-28
MFG Investments, LLC
NEW1,302—+1,302——$274.6K—2026-10-30
Keudell ison Wealth Management
DECREASED1,3021,444-142-10%$323.3K$274.6K-$48.7K2026-10-16
Miller Wealth Advisors, LLC
UNCHANGED1,3001,30000%$291.1K$274.2K-$16.8K2026-11-02
Larry Mathis Financial Planning, LLC
DECREASED1,2991,399-100-7%$313.2K$274.0K-$39.2K2026-10-26
Sunpointe, LLC
DECREASED1,2981,319-21-2%$295.3K$273.8K-$21.5K2026-10-22
One Day In July LLC
NEW1,297—+1,297——$273.6K—2026-10-30
PDS Planning, Inc
DECREASED1,2921,319-27-2%$295.3K$272.5K-$22.8K2026-11-03
Baker Boyer National Bank
DECREASED1,2911,293-20%$289.4K$272.3K-$17.1K2026-11-05
bLong Financial, LLC
DECREASED1,2891,314-25-2%$294.2K$271.9K-$22.3K2026-10-29
Retirement Planning Group, LLC
DECREASED1,2851,394-109-8%$312.1K$271.1K-$41.0K2026-10-19
QTR Family Wealth, LLC
NEW1,275—+1,275——$269.0K—2026-11-02
Sterling Wealth Management, Inc.
INCREASED1,2751,273+2+0%$284.9K$268.9K-$16.0K2026-10-23
Affiance Financial, LLC
NEW1,274—+1,274——$268.9K—2026-10-15
Tableaux LLC
UNCHANGED1,2681,26800%$283.9K$267.5K-$16.4K2026-10-23
Abel Hall, LLC
DECREASED1,2621,429-167-12%$320.0K$266.2K-$53.7K2026-10-19
Fiduciary Financial Group, LLC
NEW1,255—+1,255——$264.7K—2026-10-13
Revolve Wealth Partners, LLC
DECREASED1,2481,983-735-37%$444.0K$263.3K-$180.8K2026-10-23
180 Wealth Advisors, LLC
NEW1,238—+1,238——$261.2K—2026-11-03
Kennedy Investment Group, Inc.
DECREASED1,2371,352-115-9%$314.0K$260.9K-$53.1K2026-10-21
Manchester Capital Management LLC
DECREASED1,2351,269-34-3%$284.1K$260.5K-$23.6K2026-10-22
Sepio Capital, LP
DECREASED1,2341,422-188-13%$318.4K$260.3K-$58.1K2026-10-22
Eagle Strategies LLC
INCREASED1,2311,217+14+1%$272.5K$259.7K-$12.8K2026-10-16
Fortem Financial Group, LLC
DECREASED1,2141,474-260-18%$330.0K$256.1K-$73.9K2026-10-20
Capital Advisors, Ltd. LLC
INCREASED1,2111,207+4+0%$270$255.0K+$254.7K2026-10-27
Belleair Asset Management, LLC
UNCHANGED1,2111,21100%$271.1K$255.4K-$15.7K2026-11-03
Adirondack Trust Co
DECREASED1,2101,244-34-3%$278.5K$255.2K-$23.3K2026-10-14
Masterinvest Kapitalanlage GmbH
UNCHANGED1,2091,20900%$270.7K$255.0K-$15.7K2026-11-03
Vicus Capital
INCREASED1,207934+273+29%$209.1K$254.6K+$45.4K2026-11-05
Prentice Wealth Management LLC
INCREASED1,2071,139+68+6%$255.0K$254.6K-$4172026-10-20
Seamount Financial Group Inc
DECREASED1,2031,344-141-10%$300.9K$253.8K-$47.1K2026-10-21
Foster Victor Wealth Advisors, LLC
INCREASED1,2011,112+89+8%$247.6K$252.2K+$4.6K2026-10-21
Capstone Capital Management Ltd
NEW1,200—+1,200——$253.1K—2026-10-21
Cottage Street Advisors LLC
DECREASED1,2001,253-53-4%$280.5K$253.2K-$27.4K2026-10-19
Philip James Wealth Mangement, LLC
DECREASED1,1971,213-16-1%$271.6K$252.5K-$19.1K2026-10-27
Convergence Financial, LLC
DECREASED1,1931,889-696-37%$422.8K$251.6K-$171.2K2026-10-27
Portside Wealth Group, LLC
DECREASED1,1931,212-19-2%$271.3K$251.7K-$19.6K2026-10-20
Howard Capital Management Group, LLC
UNCHANGED1,1921,19200%$266.9K$251.4K-$15.4K2026-10-16
Peachtree Investment Partners, LLC
INCREASED1,1831,130+53+5%$253.0K$249.5K-$3.5K2026-11-05
Cardinal Strategic Wealth Guidance
DECREASED1,1831,185-20%$265.2K$249.5K-$15.7K2026-11-02
Alchemi Wealth, LLC
DECREASED1,1791,194-15-1%$267.3K$248.7K-$18.6K2026-11-04
Forum Financial Management, LP
DECREASED1,1771,180-30%$264.2K$248.3K-$15.9K2026-10-16
Roman Butler Fullerton & Co
INCREASED1,1761,141+35+3%$253.6K$247.1K-$6.5K2026-10-27
Mendel Money Management
DECREASED1,1621,282-120-9%$287.0K$245.1K-$41.9K2026-11-02
Simon Quick Advisors, LLC
INCREASED1,1611,143+18+2%$255.8K$244.9K-$10.9K2026-10-26
Fragasso Financial Advisors Inc
DECREASED1,1581,240-82-7%$277.7K$240.6K-$37.1K2026-10-13
Pines Wealth Management, LLC
DECREASED1,1561,484-328-22%$332.3K$243.8K-$88.4K2026-10-21
Hummer Financial Advisory Services Inc
DECREASED1,1551,193-38-3%$271.7K$243.5K-$28.1K2026-10-09
Silverlake Wealth Management LLC
INCREASED1,1541,140+14+1%$255.2K$243.5K-$11.8K2026-10-21
Langley Wealth Management, LLC
DECREASED1,1511,409-258-18%$315.4K$242.7K-$72.7K2026-11-04
Golden State Wealth Management, LLC
INCREASED1,1501,032+118+11%$231.3K$242.6K+$11.3K2026-11-02
Kohmann Bosshard Financial Services, LLC
INCREASED1,1481,105+43+4%$247.4K$242.2K-$5.3K2026-11-04
Childress Capital Advisors, LLC
DECREASED1,1461,148-20%$257.0K$241.7K-$15.3K2026-10-28
Harmony Asset Management LLC
UNCHANGED1,1461,14600%$256.6K$241.8K-$14.8K2026-10-20
Orrstown Financial Services Inc
DECREASED1,1401,859-719-39%$416.2K$240.5K-$175.8K2026-10-14
Verum Partners LLC
DECREASED1,1381,265-127-10%$283.2K$240.1K-$43.2K2026-10-21
Carrera Capital Advisors
NEW1,136—+1,136——$239.6K—2026-11-03
Crusonia Wealth Advisors LLC
INCREASED1,1301,112+18+2%$256.0K$238.3K-$17.7K2026-10-26
United Advisor Group, LLC
NEW1,127—+1,127——$237.8K—2026-11-03
DiNuzzo Private Wealth, Inc.
NEW1,122—+1,122——$236.7K—2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED1,1221,438-316-22%$322.0K$236.7K-$85.3K2026-10-14
Sentinel Trust Co LBA
UNCHANGED1,1181,11800%$250$236.0K+$235.8K2026-11-03
Fort Washington Investment Advisors Inc
DECREASED1,1161,157-41-4%$259.1K$235.4K-$23.6K2026-10-15
KMG Fiduciary Partners, LLC
DECREASED1,1131,263-150-12%$282.8K$234.8K-$48.0K2026-10-14
Defined Wealth Management, LLC
DECREASED1,1131,114-10%$249.4K$234.8K-$14.6K2026-10-19
Investors Asset Management of Georgia Inc
DECREASED1,1121,881-769-41%$421.2K$234.6K-$186.6K2026-10-20
Opal Wealth Advisors, LLC
DECREASED1,1061,145-39-3%$256.3K$233.3K-$23.0K2026-10-16
Hoey Investments, Inc
DECREASED1,1061,107-10%$247.7K$233.3K-$14.4K2026-10-29
Plan Group Financial, LLC
DECREASED1,1051,225-120-10%$274.3K$235.8K-$38.5K2026-10-22
RKL Wealth Management LLC
NEW1,100—+1,100——$232.0K—2026-10-16
Canopy Partners, LLC
DECREASED1,0981,385-287-21%$310.1K$231.6K-$78.5K2026-10-28
True Private Wealth Advisors
INCREASED1,0981,008+90+9%$225.7K$231.8K+$6.1K2026-10-19
Shakespeare Wealth Management, LLC
NEW1,091—+1,091——$230.1K—2026-10-28
Allegheny Financial Group
INCREASED1,0911,089+2+0%$243.8K$230.3K-$13.5K2026-11-05
Gimbal Financial
UNCHANGED1,0891,08900%$243.8K$229.7K-$14.1K2026-10-19
Clarus Group, Inc.
DECREASED1,0881,090-20%$253.0K$229.5K-$23.5K2026-10-21
Balentine LLC
DECREASED1,0871,400-313-22%$313.5K$229.2K-$84.3K2026-11-03
KG Capital Management
DECREASED1,0801,086-6-1%$243.2K$227.8K-$15.3K2026-10-15
Hudock, Inc.
NEW1,076—+1,076——$227.1K—2026-10-14
Perpetual Ltd
DECREASED1,0741,472-398-27%$329.6K$241.7K-$87.9K2026-10-13
Private Management Group Inc
NEW1,070—+1,070——$225.7K—2026-11-04
ZWJ Investment Counsel Inc
NEW1,070—+1,070——$225.7K—2026-10-15
Goldstein Advisors, LLC
NEW1,067—+1,067——$225.1K—2026-10-15
Clay Northam Wealth Management, LLC
UNCHANGED1,0671,06700%$238.9K$225.1K-$13.8K2026-10-13
Townsend Asset Management Corp
NEW1,063—+1,063——$224.2K—2026-10-29
Jackson Square Capital, LLC
DECREASED1,0631,364-301-22%$305.4K$224.2K-$81.2K2026-10-19
Marshall & Sterling Wealth Advisors Inc.
INCREASED1,061697+364+52%$156.0K$223.7K+$67.7K2026-10-28
Mayfair Advisory Group, LLC
DECREASED1,0511,121-70-6%$272.6K$221.8K-$50.8K2026-10-20
Chapin Davis, Inc.
DECREASED1,0501,059-9-1%$237.1K$221.3K-$15.8K2026-10-09
BankPlus Wealth Management LLC
INCREASED1,049981+68+7%$219.6K$221.9K+$2.2K2026-10-13
Juncture Wealth Strategies, LLC
DECREASED1,0471,058-11-1%$237.0K$220.9K-$16.1K2026-10-06
Lifetime Wealth Management P.C.
UNCHANGED1,0471,04700%$234.4K$220.9K-$13.6K2026-10-29
Security National Bank
NEW1,045—+1,045——$220.4K—2026-10-26
Alkeme Wealth, LLC
UNCHANGED1,0421,04200%$233.3K$219.9K-$13.4K2026-10-08
Intrua Financial, LLC
DECREASED1,0391,171-132-11%$262.3K$219.1K-$43.2K2026-10-28
Spinnaker Investment Group, LLC
INCREASED1,039948+91+10%$212.3K$219.2K+$6.9K2026-10-13
First Bancorp, Inc
DECREASED1,0381,249-211-17%$279.7K$219.0K-$60.7K2026-10-26
SBI Securities Co., Ltd.
INCREASED1,036859+177+21%$192.3K$218.5K+$26.2K2026-10-22
Westover Capital Advisors, LLC
DECREASED1,0351,077-42-4%$241.0K$218.3K-$22.7K2026-10-26
Davidson Investment Advisors
DECREASED1,03153,764-52,733-98%$12.0M$217.5K-$11.8M2026-10-20
LCM Capital Management Inc
INCREASED1,0271,005+22+2%$226.3K$216.6K-$9.6K2026-10-20
TrueWealth Advisors, LLC
NEW1,025—+1,025——$216.2K—2026-10-09
Grey Fox Wealth Advisors, LLC
DECREASED1,0251,271-246-19%$284.6K$216.2K-$68.3K2026-11-03
First Premier Bank
NEW1,024—+1,024——$216—2026-10-13
Evermay Wealth Management LLC
DECREASED1,0241,114-90-8%$249.3K$216.0K-$33.3K2026-11-05
Herold Advisors, Inc.
NEW1,018—+1,018——$214.7K—2026-10-19
Ridgecrest Wealth Partners, LLC
UNCHANGED1,0181,01800%$227.9K$214.7K-$13.2K2026-10-19
Castle Rock Wealth Management, LLC
DECREASED1,0054,258-3,253-76%$944.2K$214.0K-$730.2K2026-10-09
Partners Wealth Management, LLC
NEW1,000—+1,000——$210.9K—2026-10-28
Sather Financial Group Inc
UNCHANGED1,0001,00000%$223.9K$210.9K-$13.0K2026-10-30
Pekin Hardy Strauss, Inc.
DECREASED9852,108-1,123-53%$472.0K$207.8K-$264.2K2026-11-02
Advisor OS, LLC
DECREASED9801,026-46-4%$229.8K$206.8K-$23.0K2026-11-03
Barrett & Company, Inc.
DECREASED9791,062-83-8%$237.8K$206.4K-$31.4K2026-10-22
Verity Asset Management, Inc.
DECREASED977996-19-2%$223.0K$206.2K-$16.8K2026-10-30
Trilogy Capital Inc.
NEW971—+971——$204.8K—2026-10-20
Highline Wealth Partners LLC
INCREASED968776+192+25%$173.7K$204.2K+$30.5K2026-10-19
Veracity Capital LLC
NEW965—+965——$203.6K—2026-10-08
Kelly Financial Group LLC
UNCHANGED96596500%$216.1K$203.6K-$12.5K2026-10-16
Income Insurance Ltd
UNCHANGED96096000%$214.9K$202.5K-$12.4K2026-10-21
Ignite Planners, LLC
DECREASED959960-10%$214.9K$202.3K-$12.7K2026-10-14
Embree Financial Group
DECREASED9561,026-70-7%$229.7K$201.6K-$28.0K2026-10-22
Thompson Siegel & Walmsley LLC
DECREASED952996-44-4%$223$201.0K+$200.8K2026-11-05
Valley National Advisers Inc
DECREASED9432,965-2,022-68%$663.9K$199.0K-$464.9K2026-10-23
Taylor Financial Group, Inc.
DECREASED9411,066-125-12%$238.7K$208.3K-$30.4K2026-11-02
Acropolis Investment Management, LLC
INCREASED920767+153+20%$171.7K$194.1K+$22.3K2026-10-08
Bullock Wealth Management Group
INCREASED920901+19+2%$199.8K$196.8K-$3.0K2026-10-09
Dynamic Wealth Strategies, LLC
INCREASED914509+405+80%$114.0K$192.8K+$78.8K2026-10-16
Bangor Savings Bank
NEW910—+910——$192.0K—2026-10-06
Godsey & Gibb, Inc
INCREASED908733+175+24%$164.0K$191.5K+$27.5K2026-10-14
Livforsakringsbolaget Skandia, Omsesidigt
NEW900—+900——$189.8K—2026-10-21
Pacific Center for Financial Services
DECREASED893894-10%$200.1K$188.5K-$11.6K2026-10-15
Three Bridge Wealth Advisors, LLC
NEW879—+879——$185.4K—2026-11-05
Certuity, LLC
INCREASED878643+235+37%$143.9K$185.1K+$41.2K2026-11-02
Cromwell Holdings LLC
DECREASED8721,004-132-13%$224.8K$183.9K-$40.9K2026-10-28
Center for Financial Planning, Inc.
INCREASED871217+654+301%$50.4K$183.7K+$133.3K2026-10-26
Kingdom Financial Group Llc.
DECREASED8341,330-496-37%$297.8K$176.0K-$121.8K2026-11-04
Compass Financial Management LLC
DECREASED811987-176-18%$233.7K$171.0K-$62.7K2026-10-30
Nemes Rush Group LLC
DECREASED787799-12-1%$179.0K$165.9K-$13.0K2026-11-04
Essential Partners LLC
INCREASED770470+300+64%$105.2K$162.4K+$57.2K2026-10-14
Alpine Bank Wealth Management
NEW767—+767——$161.6K—2026-10-16
Sava Infond d.o.o.
UNCHANGED76576500%$171.3K$161.4K-$9.9K2026-10-28
Vaquero Private Wealth, LTD
DECREASED757766-9-1%$171.5K$159.7K-$11.8K2026-10-27
Financial Consulate, Inc
DECREASED749816-67-8%$182.7K$158.0K-$24.7K2026-10-23
Acima Private Wealth, LLC
NEW747—+747——$157.6K—2026-10-05
GGM Financial LLC
DECREASED740758-18-2%$169.7K$156.2K-$13.5K2026-11-05
Deseret Mutual Benefit Administrators
DECREASED729762-33-4%$170.5K$153.8K-$16.7K2026-11-04
Trust Co
DECREASED718746-28-4%$167.0K$151.5K-$15.6K2026-10-09
Lynch Investment Planning, LLC
NEW714—+714——$150.6K—2026-10-27
Pinnacle Wealth Planning Services, Inc.
DECREASED699795-96-12%$178.0K$147.4K-$30.6K2026-10-27
St. Johns Investment Management Company, LLC
UNCHANGED69669600%$155.8K$146.8K-$9.0K2026-10-30
Southern Michigan Bank & Trust
DECREASED695943-248-26%$211.0K$146.6K-$64.4K2026-10-19
Adkins Seale Capital Management LLC
UNCHANGED69369300%$155.2K$146.2K-$9.0K2026-10-27
Global Trust Asset Management, LLC
NEW692—+692——$146.0K—2026-10-19
Kelleher Financial Advisors
DECREASED6701,743-1,073-62%$390.3K$141.3K-$248.9K2026-10-30
Rosenberg Matthew Hamilton
DECREASED661755-94-12%$169.0K$139.4K-$29.6K2026-10-05
StrongBox Wealth, LLC
DECREASED6381,203-565-47%$269.4K$134.6K-$134.8K2026-11-02
Key FInancial Inc
DECREASED631636-5-1%$142.4K$133.1K-$9.3K2026-11-02
Atwood & Palmer Inc
UNCHANGED62862800%$140.6K$132.5K-$8.1K2026-10-08
Quaker Wealth Management, LLC
DECREASED626722-96-13%$161.8K$132.0K-$29.7K2026-10-22
Roxbury Financial LLC
NEW616—+616——$129.9K—2026-10-01
North Point Portfolio Managers Corp
NEW598—+598——$126.1K—2026-10-07
Copeland Capital Management, LLC
NEW589—+589——$124.2K—2026-10-13
Thompson Investment Management, Inc.
UNCHANGED58058000%$129.9K$122.3K-$7.5K2026-10-14
Towne Trust Company, N.a
DECREASED5604,420-3,860-87%$989.6K$118.1K-$871.5K2026-10-28
J.Safra Asset Management Corp
UNCHANGED55955900%$125.2K$117.9K-$7.2K2026-11-03
TFC Financial Management, Inc.
INCREASED551524+27+5%$117.4K$116.2K-$1.1K2026-10-26
First Command Advisory Services, Inc.
INCREASED537165+372+225%$36.9K$113.3K+$76.3K2026-11-05
Dakota Community Bank & Trust NA
DECREASED534587-53-9%$139.6K$112.6K-$26.9K2026-10-09
William Mack & Associates, Inc.
NEW525—+525——$110.7K—2026-10-27
Hara Capital LLC
UNCHANGED52552500%$117.5K$110.7K-$6.8K2026-10-30
Montgomery Financial Services LLC
NEW513—+513——$108.2K—2026-11-03
Piscataqua Savings Bank
UNCHANGED50150100%$112.2K$105.7K-$6.5K2026-10-21
University of Texas S AM Investment Management Co
UNCHANGED49549500%$111.1K$104.4K-$6.6K2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED48048000%$107.5K$101.3K-$6.2K2026-11-03
UMB Private Wealth Management, LLC
NEW464—+464——$97.9K—2026-10-19
Foster Dykema Cabot & Partners, LLC
INCREASED459392+67+17%$87.8K$96.8K+$9.1K2026-10-30
Blue Bell Private Wealth Management, LLC
DECREASED458882-424-48%$197.5K$96.6K-$100.9K2026-10-29
True Wealth Design, LLC
INCREASED447208+239+115%$46.6K$94.3K+$47.7K2026-10-13
Princeton Global Asset Management LLC
DECREASED445563-118-21%$126.1K$93.9K-$32.2K2026-10-21
Dorato Capital Management
UNCHANGED44244200%$100.1K$92.0K-$8.1K2026-10-08
High Note Wealth, LLC
INCREASED428372+56+15%$83.3K$90.3K+$7.0K2026-10-27
Bank of New Hampshire
DECREASED413893-480-54%$199.8K$87.1K-$112.7K2026-10-06
Mosley Wealth Management
INCREASED412399+13+3%$89.3K$86.8K-$2.6K2026-10-16
Plante Moran Financial Advisors, LLC
DECREASED410554-144-26%$124.0K$86.5K-$37.6K2026-11-04
Washington Trust Advisors, Inc.
DECREASED409461-52-11%$103.2K$86.3K-$16.9K2026-10-22
Lodestone Wealth Management LLC
INCREASED407406+1+0%$90.9K$85.9K-$5.0K2026-10-14
Curat Global, LLC
UNCHANGED40040000%$89.6K$84.4K-$5.2K2026-10-26
Summit Securities Group LLC
NEW396—+396——$83.5K—2026-11-05
SJS Investment Consulting Inc.
INCREASED393118+275+233%$26.3K$82.9K+$56.6K2026-10-26
Silver Grove Financial Group, Inc.
DECREASED390475-85-18%$106.3K$82.3K-$24.0K2026-11-05
Pension & Wealth Management Advisors, Inc.
NEW379—+379——$80.0K—2026-10-16
Main Street Group, LTD
INCREASED374194+180+93%$43.4K$78.9K+$35.5K2026-10-28
Centerpoint Advisors, LLC
DECREASED352371-19-5%$83$74.0K+$73.9K2026-11-05
United Community Bank
DECREASED349663-314-47%$148.3K$73.6K-$74.7K2026-10-28
Keystone Financial Group, Inc.
INCREASED346345+1+0%$77.2K$73.0K-$4.2K2026-10-13
First Financial Corp
NEW338—+338——$71.3K—2026-10-13
Community Financial Services Group, LLC
NEW338—+338——$72.3K—2026-10-15
Owl Creek Wealth Partners LLC
DECREASED338348-10-3%$77.8K$71.3K-$6.5K2026-10-20
Richardson Capital Management LLC
UNCHANGED33533500%$75.0K$70.7K-$4.3K2026-10-23
Halbert Hargrove Global Advisors, LLC
DECREASED329330-10%$73.8K$69.4K-$4.4K2026-10-16
Harel Insurance Investments & Financial Services Ltd.
DECREASED325479,884-479,559-100%$107.4K$68.0K-$39.4K2026-11-02
Covestor Ltd
INCREASED31659+257+436%$13$67.0K+$67.0K2026-10-30
Hickory Point Bank & Trust
NEW306—+306——$64.5K—2026-10-01
FNY Investment Advisers, LLC
DECREASED3001,096-796-73%$245$63-$1822026-10-16
LFA - Lugano Financial Advisors SA
DECREASED300358-58-16%$80.2K$63.3K-$16.9K2026-11-03
Trifecta Capital Advisors, LLC
DECREASED300303-3-1%$67.7K$63.3K-$4.4K2026-10-21
Physician Wealth Advisors, Inc.
INCREASED295273+22+8%$61.1K$62.2K+$1.1K2026-10-20
Wilkerson Advisory Group LLC
DECREASED287288-10%$64.5K$60.5K-$3.9K2026-10-20
Wolff Wiese Magana LLC
DECREASED286287-10%$64.1K$60.3K-$3.8K2026-10-15
Olistico Wealth, LLC
NEW285—+285——$60.1K—2026-10-05
Nfsg Corp
DECREASED273372-99-27%$83.3K$57.6K-$25.7K2026-10-15
American Capital Advisory, LLC
DECREASED267273-6-2%$61.0K$56.3K-$4.7K2026-10-28
Creative Financial Designs Inc
DECREASED263375-112-30%$84.0K$55.5K-$28.5K2026-11-04
Banque de Luxembourg S.A.
UNCHANGED25125100%$56.2K$52.9K-$3.3K2026-10-14
Cape Investment Advisory, Inc.
DECREASED250358-108-30%$80.2K$52.7K-$27.4K2026-10-13
Atlantic Edge Private Wealth Management, LLC
INCREASED250144+106+74%$32.2K$52.7K+$20.5K2026-10-20
Aspect Partners, LLC
UNCHANGED24724700%$55.3K$52.1K-$3.2K2026-10-20
Richardson Financial Services Inc.
NEW246—+246——$51.9K—2026-10-30
Harbor Asset Planning, Inc.
UNCHANGED24524500%$54.9K$51.7K-$3.2K2026-10-23
Hurley Capital, LLC
UNCHANGED24124100%$54.0K$51.0K-$3.0K2026-11-05
Accordant Advisory Group Inc
UNCHANGED23923900%$53.5K$50.4K-$3.1K2026-10-29
Trellis Wealth Advisors LLC
NEW235—+235——$49.6K—2026-10-19
Brown Shipley& Co Ltd
INCREASED232192+40+21%$43.0K$48.9K+$5.9K2026-10-09
Triumph Capital Management
INCREASED226196+30+15%$43.9K$47.7K+$3.8K2026-10-14
West Paces Advisors Inc.
UNCHANGED21421400%$47.9K$45.1K-$2.8K2026-10-13
First Community Trust NA
UNCHANGED21321300%$47.7K$44.9K-$2.8K2026-10-07
Gables Capital Management Inc.
UNCHANGED21121100%$47.2K$44.5K-$2.7K2026-11-04
Downshift Financial, LLC
DECREASED210360-150-42%$80.6K$44.3K-$36.3K2026-10-13
MB, Levis & Associates, LLC
UNCHANGED20820800%$46.6K$43.9K-$2.7K2026-10-16
Bell Investment Advisors, Inc
INCREASED207135+72+53%$30.2K$43.7K+$13.4K2026-10-29
Pillar Financial Advisors, LLC
NEW202—+202——$42.6K—2026-10-21
Private Wealth Management Group, LLC
NEW202—+202——$42.6K—2026-10-19
MV Capital Management, Inc.
DECREASED200203-3-1%$45.5K$42.2K-$3.3K2026-10-29
Holos Integrated Wealth LLC
INCREASED19065+125+192%$14.6K$39.9K+$25.3K2026-10-23
Arlington Trust Co LLC
INCREASED187146+41+28%$32.7K$39.4K+$6.8K2026-10-20
Buck Wealth Strategies, LLC
INCREASED184179+5+3%$40.2K$38.7K-$1.4K2026-10-28
Bradley & Co. Private Wealth Management, LLC
UNCHANGED18318300%$41.0K$38.6K-$2.4K2026-10-23
Financial Management Professionals, Inc.
INCREASED178161+17+11%$36.0K$37.5K+$1.5K2026-10-23
Bayban
UNCHANGED17217200%$38.4K$38.4K$02026-11-05
Salomon & Ludwin, LLC
DECREASED169250-81-32%$55.4K$35.6K-$19.8K2026-10-29
Kentucky Trust Co
DECREASED165178-13-7%$39.9K$34.8K-$5.0K2026-10-15
Rydar Equities, Inc.
NEW163—+163——$33.8K—2026-10-13
Belvedere Trading LLC
DECREASED1613,583-3,422-96%$802.2K$34.0K-$768.3K2026-11-05
Mascoma Wealth Management LLC
UNCHANGED15315300%$34.3K$32.3K-$2.0K2026-10-23
Latitude Advisors, LLC
NEW150—+150——$31.7K—2026-10-27
Concord Wealth Partners
DECREASED150715-565-79%$160.0K$31.7K-$128.3K2026-11-02
Westside Investment Management, Inc.
DECREASED149253-104-41%$56.6K$31.4K-$25.2K2026-11-02
Ares Financial Consulting, LLC
UNCHANGED14814800%$33.1K$31.2K-$1.9K2026-10-19
Cranbrook Wealth Management, LLC
UNCHANGED14514500%$32.5K$30.6K-$1.9K2026-10-28
Maseco LLP
INCREASED140135+5+4%$30.2K$29.5K-$6812026-10-27
Access Investment Management LLC
DECREASED137138-1-1%$30.8K$28.9K-$1.9K2026-10-23
Sarver Vrooman Wealth Advisors
UNCHANGED13713700%$30.5K$28.9K-$1.6K2026-10-01
Entrust Financial LLC
DECREASED134136-2-1%$30.5K$28.3K-$2.2K2026-11-04
Catalyst Capital Advisors LLC
DECREASED1314,659-4,528-97%$1.0M$27.6K-$1.0M2026-11-02
Ulland Investment Advisors, LLC
UNCHANGED12712700%$28$27-$12026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED12612600%$28.2K$26.6K-$1.6K2026-10-15
Next Level Wealth Planning, LLC
NEW125—+125——$26.4K—2026-10-29
WPG Advisers, LLC
DECREASED125148-23-16%$33.1K$26.4K-$6.8K2026-10-27
Hager Investment Management Services, LLC
UNCHANGED12512500%$28.0K$26.4K-$1.6K2026-11-04
Signature Equity Partners, LLC
INCREASED119118+1+1%$26.4K$25.2K-$1.3K2026-10-29
First Pacific Financial
DECREASED119120-1-1%$27.0K$25.2K-$1.8K2026-10-14
West Branch Capital LLC
NEW117—+117——$24.7K—2026-10-20
Breakwater Investment Management
INCREASED115114+1+1%$25.5K$24.3K-$1.3K2026-10-20
Noble Wealth Management PBC
NEW114—+114——$24.0K—2026-10-01
Horizon Financial Services, LLC
INCREASED11198+13+13%$21.9K$23.4K+$1.5K2026-11-04
Elevation Wealth Partners, LLC
INCREASED10889+19+21%$19.9K$22.8K+$2.9K2026-10-07
Sfam, LLC
DECREASED107108-1-1%$24.1K$22.6K-$1.5K2026-11-03
WestEnd Advisors, LLC
NEW104—+104——$21.8K—2026-10-27
Quest 10 Wealth Builders, Inc.
INCREASED10495+9+9%$21.3K$21.9K+$6732026-11-02
1620 Investment Advisors, Inc.
NEW102—+102——$21.5K—2026-11-04
Align Financial, LLC
INCREASED102101+1+1%$22.6K$21.5K-$1.1K2026-10-16
Midwest Capital Advisors, LLC
UNCHANGED10210200%$22.8K$21.5K-$1.3K2026-11-04
Meriwether Wealth & Planning, LLC
NEW98—+98——$20.7K—2026-10-13
Marquette Asset Management, LLC
DECREASED95116-21-18%$25.9K$20.0K-$5.8K2026-10-09
Ameliora Wealth Management Ltd.
DECREASED9596-1-1%$21.4K$20.0K-$1.3K2026-10-23
Birchwood Financial Partners, Inc.
UNCHANGED959500%$21.3K$20.0K-$1.2K2026-11-02
Abound Wealth Management
INCREASED9460+34+57%$13.4K$19.9K+$6.4K2026-10-26
Key Capital Management, Inc
INCREASED8782+5+6%$18.4K$18.4K-$82026-11-03
Putney Financial Group LLC
NEW86—+86——$18.1K—2026-10-30
Fortitude Family Office, LLC
DECREASED85152-67-44%$34.0K$17.9K-$16.1K2026-10-14
High Point Wealth Management, LLC
UNCHANGED858500%$19.0K$17.9K-$1.1K2026-11-05
Nova Financial LLC
NEW84—+84——$17.7K—2026-11-04
Guardian Partners Inc.
UNCHANGED848400%$18.8K$17.7K-$1.1K2026-10-21
Cdkv Holdings LLC
DECREASED8384-1-1%$18.8K$17.5K-$1.3K2026-10-28
Moisand Fitzgerald Tamayo, LLC
NEW82—+82——$17.3K—2026-10-15
Bank & Trust Co
DECREASED82159-77-48%$36.1K$17.3K-$18.8K2026-10-07
Intesa Sanpaolo Wealth Management
NEW80—+80——$16.9K—2026-10-28
James T. Borello RIA
DECREASED79123-44-36%$27.5K$16.7K-$10.9K2026-10-16
Markowski Investments
INCREASED7752+25+48%$11.6K$16.3K+$4.6K2026-10-30
Tounjian Advisory Partners, LLC
INCREASED7770+7+10%$15.7K$16.3K+$5342026-11-04
Pathway Financial Advisers, LLC
NEW74—+74——$15.6K—2026-10-27
Heritage Family Offices, LLP
NEW72—+72——$15.2K—2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED72314-242-77%$70.3K$15.2K-$55.1K2026-10-14
Hilton Head Capital Partners, LLC
DECREASED7273-1-1%$16.3K$15.2K-$1.2K2026-10-23
Mountain Hill Investment Partners Corp.
UNCHANGED727200%$16.1K$15.2K-$9332026-10-23
RMG Wealth Management LLC
NEW69—+69——$14.9K—2026-10-26
Kozak & Associates, Inc.
NEW65—+65——$14.3K—2026-10-29
Plato Investment Management Ltd
DECREASED63997-934-94%$221.9K$13.3K-$208.6K2026-11-05
Avion Wealth
DECREASED6372-9-12%$16$13-$32026-11-04
Reap Financial Group, LLC
UNCHANGED636300%$14.1K$13.3K-$7722026-11-02
SRH Advisors, LLC
NEW62—+62——$13.1K—2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED626200%$13.9K$13.1K-$8032026-10-23
Fairway Wealth LLC
NEW56—+56——$11.8K—2026-10-30
Mainstream Capital Management LLC
NEW55—+55——$11.6K—2026-10-23
Tsfg, LLC
DECREASED53881-828-94%$197$11-$1862026-10-23
Nvwm, LLC
INCREASED5251+1+2%$11.4K$11.0K-$4502026-10-14
Arcadia Investment Advisors LLC
NEW50—+50——$10.5K—2026-10-13
Hughes Financial Services, LLC
INCREASED5027+23+85%$6.0K$11.1K+$5.1K2026-10-30
Creative Capital Management Investments LLC
DECREASED49165-116-70%$36.9K$10.3K-$26.6K2026-10-28
Fairman Group, LLC
INCREASED495+44+880%$1.1K$11.3K+$10.2K2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
NEW48—+48——$10—2026-10-14
Bay Harbor Wealth Management, LLC
INCREASED4835+13+37%$7.8K$10.1K+$2.3K2026-11-03
IMG Wealth Management, Inc.
INCREASED4431+13+42%$6.9K$9.3K+$2.3K2026-10-27
Fairscale Capital, LLC
INCREASED4442+2+5%$9.4K$9.6K+$2032026-11-04
Valued Wealth Advisors LLC
DECREASED34195-161-83%$43.7K$7.2K-$36.5K2026-11-05
Proathlete Wealth Management LLC
NEW33—+33——$7.0K—2026-10-15
Evolution Wealth Management Inc.
DECREASED31124-93-75%$27.7K$6.5K-$21.1K2026-10-28
KFG LLC
NEW30—+30——$6.3K—2026-11-02
CKW Financial Group
NEW30—+30——$6—2026-10-29
Rakuten Securities, Inc.
NEW30—+30——$6.3K—2026-11-02
Balance Wealth Partners LLC
NEW29—+29——$6.2K—2026-10-27
Bare Financial Services, Inc
DECREASED2940-11-27%$9.0K$6.1K-$2.8K2026-11-04
O'Domhnaill Enterprises, Inc.
UNCHANGED292900%$6.5K$6.1K-$3762026-10-29
Contravisory Investment Management, Inc.
UNCHANGED292900%$6.5K$6.1K-$3762026-10-13
Y.D. More Investments Ltd
DECREASED2775-48-64%$16.7K$5.7K-$11.0K2026-11-02
Gleason Group, Inc.
UNCHANGED272700%$6.1K$5.7K-$3452026-10-15
Investors Research Corp
DECREASED2652-26-50%$11.6K$5.5K-$6.2K2026-10-07
Strategic Advocates LLC
DECREASED2428-4-14%$6.3K$5.1K-$1.2K2026-11-03
Acumen Wealth Advisors, LLC
INCREASED237+16+229%$1.6K$4.9K+$3.3K2026-11-05
One River Asset Management, LLC
NEW21—+21——$4.4K—2026-10-21
Clean Yield Group
UNCHANGED212100%$4.7K$4.4K-$2722026-10-28
Phillip James Consulting Co.
DECREASED2023-3-13%$5.2K$4.2K-$9312026-11-03
Redwood Park Advisors LLC
DECREASED2021-1-5%$4.6K$4.2K-$3672026-11-02
Burk Holdings LLC
INCREASED1815+3+20%$3.4K$3.8K+$4382026-11-05
Clark Wealth Partners
INCREASED1716+1+6%$3.5K$3.6K+$1152026-10-19
Goodman Advisory Group, LLC
NEW15—+15——$3.2K—2026-11-02
Catherine Avery Investment Management LLC
NEW14—+14——$3.0K—2026-10-14
Monetary Solutions, Ltd
UNCHANGED131300%$2.9K$2.7K-$1692026-10-22
Cornerstone National Bank & Trust Co
NEW11—+11——$2.4K—2026-10-20
Planning Strategies Inc.
DECREASED9166-157-95%$37.2K$1.9K-$35.3K2026-10-02
Retirement Wealth Solutions LLC
NEW8—+8——$1.7K—2026-10-07
Cedar Mountain Advisors, LLC
NEW8—+8——$1.7K—2026-10-15
New England Capital Financial Advisors LLC
DECREASED7106-99-93%$23.6K$1.5K-$22.1K2026-11-03
Gilpin Wealth Management, LLC
DECREASED753-46-87%$11.8K$1.5K-$10.3K2026-10-09
PayPay Securities Corp
DECREASED79-2-22%$2.0K$1.5K-$5382026-10-27
Sunrise Financial Services, LLC
UNCHANGED7700%$1.6K$1.5K-$902026-10-21
GoalVest Advisory LLC
UNCHANGED7700%$1.6K$1.5K-$902026-10-02
Signature Resources Capital Management, LLC
INCREASED63+3+100%$672$1.3K+$5942026-10-16
Granite FO LLC
UNCHANGED6600%$1.3K$1.3K-$772026-10-14
DecisionPoint Financial, LLC
DECREASED525-20-80%$5.5K$1.1K-$4.5K2026-10-27
Strengthening Families & Communities, LLC
UNCHANGED5500%$1.1K$1.1K-$652026-10-21
Torren Management, LLC
NEW4—+4——$845—2026-10-29
Davis Capital Management
DECREASED48-4-50%$1.8K$844-$9472026-10-08
Morton Brown Family Wealth, LLC
DECREASED45-1-20%$1.1K$844-$2762026-10-23
Advocate Investing Services LLC
UNCHANGED4400%$896$844-$522026-10-26
Mowery & Schoenfeld Wealth Management, LLC
DECREASED2182-180-99%$40.8K$422-$40.3K2026-10-28
Networth Advisors, LLC
UNCHANGED2200%$448$423-$252026-11-03
Murphy & Mullick Capital Management Corp
NEW1—+1——$211—2026-11-02
NorthAvenue LLC
DECREASED113-12-92%$2.8K$211-$2.6K2026-10-29
Maryland Capital Advisors Inc.
UNCHANGED1100%$224$211-$132026-10-15
Locust Wood Capital Advisers, LLC
CLOSED0256,053-256,053-100%$57.3M$0-$57.3M2026-11-03
Mirae Asset Securities (USA) Inc.
CLOSED025,097-25,097-100%$5.6M$0-$5.6M2026-10-15
Imc-Chicago, LLC
CLOSED020,717-20,717-100%$4.6M$0-$4.6M2026-11-05
Smithbridge Asset Management Inc
CLOSED016,213-16,213-100%$3.6M$0-$3.6M2026-10-19
Advisory Resource Group
CLOSED015,492-15,492-100%$3.5M$0-$3.5M2026-10-26
Bouvel Investment Partners, LLC
CLOSED013,523-13,523-100%$3.0M$0-$3.0M2026-10-13
Greystone Financial Group, LLC
CLOSED012,214-12,214-100%$2.7M$0-$2.7M2026-10-26
Maxi Investments CY Ltd
CLOSED011,900-11,900-100%$2.7K$0-$2.7K2026-10-26
Wellington Shields & Co., LLC
CLOSED09,021-9,021-100%$2.0M$0-$2.0M2026-11-03
CenterBook Partners LP
CLOSED08,927-8,927-100%$2.0M$0-$2.0M2026-11-02
Vertrix Wealth Management, LLC
CLOSED07,146-7,146-100%$1.6M$0-$1.6M2026-10-13
Left Brain Wealth Management, LLC
CLOSED07,084-7,084-100%$1.6M$0-$1.6M2026-10-28
Matauro, LLC
CLOSED06,081-6,081-100%$1.4M$0-$1.4M2026-11-03
Fulcrum Wealth Advisors, LLC
CLOSED05,765-5,765-100%$1.3M$0-$1.3M2026-10-16
Machina Capital S.A.S.
CLOSED05,696-5,696-100%$1.3M$0-$1.3M2026-11-05
Third View Private Wealth, LLC
CLOSED05,693-5,693-100%$1.3M$0-$1.3M2026-10-30
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%$996.4K$0-$996.4K2026-10-22
Trek Financial, LLC
CLOSED04,437-4,437-100%$993.4K$0-$993.4K2026-10-29
Commons Capital, LLC
CLOSED04,218-4,218-100%$944.4K$0-$944.4K2026-11-05
Shelton Wealth Management, LLC
CLOSED04,157-4,157-100%$930.8K$0-$930.8K2026-10-16
LFG Wealth Partners, LLC
CLOSED03,398-3,398-100%$760.8K$0-$760.8K2026-10-28
Wellington Shields Capital Management, LLC
CLOSED03,219-3,219-100%$720.7K$0-$720.7K2026-11-03
Founders Financial Securities LLC
CLOSED03,217-3,217-100%$720.3K$0-$720.3K2026-10-28
Consilium Wealth Advisory, LLC
CLOSED02,593-2,593-100%$580.6K$0-$580.6K2026-10-14
Schear Investment Advisers, LLC
CLOSED02,450-2,450-100%$548.6K$0-$548.6K2026-10-14
Jmac Enterprises LLC
CLOSED02,350-2,350-100%$526.2K$0-$526.2K2026-10-30
Finivi Inc.
CLOSED02,325-2,325-100%$520.6K$0-$520.6K2026-10-13
Cooper Financial Group
CLOSED02,301-2,301-100%$515.2K$0-$515.2K2026-10-07
Gold Investment Management Ltd.
CLOSED02,201-2,201-100%$492.7K$0-$492.7K2026-10-19
Argent Capital Management LLC
CLOSED02,133-2,133-100%$477.6K$0-$477.6K2026-10-05
Beacon Financial Group
CLOSED01,856-1,856-100%$415.6K$0-$415.6K2026-10-19
Summit Global Investments
CLOSED01,593-1,593-100%$357$0-$3572026-10-28
Tectonic Advisors LLC
CLOSED01,540-1,540-100%$344.8K$0-$344.8K2026-10-22
Angeles Wealth Management, LLC
CLOSED01,495-1,495-100%$334.6K$0-$334.6K2026-10-26
Avantra Family Wealth, Inc.
CLOSED01,494-1,494-100%$334.5K$0-$334.5K2026-10-20
DMC Group, LLC
CLOSED01,463-1,463-100%$327.6K$0-$327.6K2026-10-26
Alessandra Capital Management, LLC
CLOSED01,351-1,351-100%$302.5K$0-$302.5K2026-10-30
National Wealth Management Group, LLC
CLOSED01,315-1,315-100%$294.3K$0-$294.3K2026-10-26
Baker Tilly Wealth Management, LLC
CLOSED01,275-1,275-100%$285.5K$0-$285.5K2026-10-05
Financial Planning Hawaii, Inc.
CLOSED01,241-1,241-100%$277.9K$0-$277.9K2026-10-13
Spartan Planning & Wealth Management
CLOSED01,192-1,192-100%$266.8K$0-$266.8K2026-10-13
Gibbs Wealth Management
CLOSED01,187-1,187-100%$263.2K$0-$263.2K2026-10-22
WealthPlan Investment Management, LLC
CLOSED01,187-1,187-100%$265.9K$0-$265.9K2026-10-15
Illinois Municipal Retirement Fund
CLOSED01,173-1,173-100%$262.6K$0-$262.6K2026-11-05
Resonant Capital Advisors, LLC
CLOSED01,134-1,134-100%$253.9K$0-$253.9K2026-10-15
Ifrah Financial Services, Inc.
CLOSED01,131-1,131-100%$253.2K$0-$253.2K2026-10-13
Facet Wealth, Inc.
CLOSED01,121-1,121-100%$250.9K$0-$250.9K2026-11-04
Blodgett Wealth Advisors, LLC
CLOSED01,113-1,113-100%$249.1K$0-$249.1K2026-10-23
Johnson Financial Group, LLC
CLOSED01,112-1,112-100%$248.9K$0-$248.9K2026-11-03
Guild Investment Management, Inc.
CLOSED01,106-1,106-100%$247.7K$0-$247.7K2026-11-03
Destiny Wealth Partners, LLC
CLOSED01,099-1,099-100%$267.1K$0-$267.1K2026-11-05
AMG Asset Management Group, Inc.
CLOSED01,063-1,063-100%$238.1K$0-$238.1K2026-10-21
Chung Wu Investment Group, LLC
CLOSED01,043-1,043-100%$233.5K$0-$233.5K2026-11-03
Balboa Wealth Partners
CLOSED01,034-1,034-100%$231.5K$0-$231.5K2026-10-20
Capital City Trust Co
CLOSED01,026-1,026-100%$229.6K$0-$229.6K2026-10-22
Gratus Wealth Advisors, LLC
CLOSED01,016-1,016-100%$227.5K$0-$227.5K2026-10-26
First Citizens Financial Corp
CLOSED01,000-1,000-100%$223.9K$0-$223.9K2026-10-02
PUREfi Wealth, LLC
CLOSED0996-996-100%$223.0K$0-$223.0K2026-10-19
Shikiar Asset Management Inc
CLOSED0982-982-100%$220$0-$2202026-10-20
Krane Financial Solutions LLC
CLOSED0970-970-100%$217.2K$0-$217.2K2026-10-30
Triune Financial Partners, LLC
CLOSED0958-958-100%$214.4K$0-$214.4K2026-11-03
Zullo Investment Group, Inc.
CLOSED0957-957-100%$214.3K$0-$214.3K2026-10-20
Fire Capital Management LLC
CLOSED0946-946-100%$211.8K$0-$211.8K2026-10-27
Ledgewood Wealth Advisors, LLC
CLOSED0942-942-100%$210.9K$0-$210.9K2026-10-09
Plancorp, LLC
CLOSED0940-940-100%$208.9K$0-$208.9K2026-11-03
Shepherd Street Advisors LLC
CLOSED0934-934-100%$208.1K$0-$208.1K2026-10-21
First Bank & Trust
CLOSED0931-931-100%$207.6K$0-$207.6K2026-10-19
Michael Brady & Co., LLC
CLOSED0929-929-100%$208.0K$0-$208.0K2026-10-23
Hamilton Point Investment Advisors, LLC
CLOSED0924-924-100%$206.9K$0-$206.9K2026-11-03
Wise Wealth Partners
CLOSED0924-924-100%$214.6K$0-$214.6K2026-10-14
Smith Chas P & Associates PA Cpas
CLOSED0918-918-100%$205.5K$0-$205.5K2026-10-22
Meadow Creek Wealth Advisors LLC
CLOSED0916-916-100%$205.2K$0-$205.2K2026-11-02
Purus Wealth Management, LLC
CLOSED0905-905-100%$202.6K$0-$202.6K2026-10-15
Total Clarity Wealth Management, Inc.
CLOSED0902-902-100%$201.9K$0-$201.9K2026-10-26
TL Private Wealth
CLOSED0900-900-100%$202.5K$0-$202.5K2026-10-13
Samalin Investment Counsel, LLC
CLOSED0899-899-100%$201.3K$0-$201.3K2026-10-23
Community Bank & Trust, Waco, Texas
CLOSED0897-897-100%$201$0-$2012026-10-19
Riverbend Wealth Management, LLC
CLOSED0889-889-100%$206.4K$0-$206.4K2026-10-15
Sovran Advisors, LLC
CLOSED0853-853-100%$210.7K$0-$210.7K2026-11-02
Arlington Partners LLC
CLOSED0641-641-100%$143.6K$0-$143.6K2026-10-20
M&G Plc
CLOSED0587-587-100%$131.5K$0-$131.5K2026-11-04
AXS Investments LLC
CLOSED0506-506-100%$113.3K$0-$113.3K2026-11-04
Park National Corp
CLOSED0506-506-100%$113.3K$0-$113.3K2026-10-05
LifeSteps Financial, Inc.
CLOSED0489-489-100%$109.5K$0-$109.5K2026-10-15
Stone House Investment Management, LLC
CLOSED0436-436-100%$97.6K$0-$97.6K2026-10-23
Commonwealth Retirement Investments LLC
CLOSED0267-267-100%$59.8K$0-$59.8K2026-10-26
Vermillion Wealth Management, Inc.
CLOSED0229-229-100%$51.3K$0-$51.3K2026-10-26
RHL Group, LLC
CLOSED0220-220-100%$49.3K$0-$49.3K2026-11-04
Paradigm Asset Management Co LLC
CLOSED0179-179-100%$40.0K$0-$40.0K2026-11-05
Reyes Financial Architecture, Inc.
CLOSED0101-101-100%$22.6K$0-$22.6K2026-10-22
Global X Japan Co., Ltd.
CLOSED096-96-100%$21.5K$0-$21.5K2026-10-21
Cornerstone Planning Group LLC
CLOSED074-74-100%$17.2K$0-$17.2K2026-10-16
Atlatl Advisers LLC
CLOSED068-68-100%$15.2K$0-$15.2K2026-10-22
Gill Capital Partners, LLC
CLOSED064-64-100%$14.3K$0-$14.3K2026-10-13
SBK Financial, Inc.
CLOSED050-50-100%$11.2K$0-$11.2K2026-11-02
Investment Research & Advisory Group, Inc.
CLOSED050-50-100%$15.7K$0-$15.7K2026-10-19
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
CLOSED035-35-100%$7.8K$0-$7.8K2026-10-21
Knights of Columbus Asset Advisors LLC
CLOSED028-28-100%$6.3K$0-$6.3K2026-11-05
Bullseye Investment Management, LLC
CLOSED025-25-100%$5.6K$0-$5.6K2026-10-29
Brooklyn FI, LLC
CLOSED024-24-100%$5.6K$0-$5.6K2026-11-05
Robinswood Financial LLC
CLOSED016-16-100%$3.6K$0-$3.6K2026-10-20
United Financial Planning Group LLC
CLOSED012-12-100%$2.7K$0-$2.7K2026-11-04
Fiduciary Advisors, Inc.
CLOSED03-3-100%$672$0-$6722026-10-16
Whipplewood Advisors, LLC
CLOSED03-3-100%$560$0-$5602026-10-20
Smallwood Wealth Investment Management, LLC
CLOSED02-2-100%$447$0-$4472026-10-30
Glass Jacobson Investment Advisors llc
CLOSED01-1-100%$224$0-$2242026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED01-1-100%$225$0-$2252026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED000—$766.9K$614.3K-$152.6K2026-10-29
BlackRock, Inc.
N/A—22,778,297-22,778,297-100%$5.1B———
Vanguard Capital Management LLC
N/A—20,693,284-20,693,284-100%$4.6B———
State Street Corp
N/A—18,738,370-18,738,370-100%$4.2B———
Newport Trust Company, LLC
N/A—12,865,197-12,865,197-100%$2.9B———
Invesco Ltd.
N/A—11,249,305-11,249,305-100%$2.5B———
Morgan Stanley
N/A—9,632,173-9,632,173-100%$2.2B———
Geode Capital Management, LLC
N/A—8,207,101-8,207,101-100%$1.8B———
Vanguard Portfolio Management LLC
N/A—7,862,818-7,862,818-100%$1.8B———
Goldman Sachs Group Inc
N/A—7,290,377-7,290,377-100%$1.6B———
Franklin Resources Inc
N/A—6,509,094-6,509,094-100%$1.5B———
Wellington Management Group LLP
N/A—5,845,806-5,845,806-100%$1.3B———
Massachusetts Financial Services Co
N/A—5,068,155-5,068,155-100%$1.4B———
Bank of America Corp
N/A—4,640,857-4,640,857-100%$1.0B———
UBS Group AG
N/A—3,545,022-3,545,022-100%$793.7M———
Royal Bank of Canada
N/A—3,479,049-3,479,049-100%$779.0M———
Ameriprise Financial Inc
N/A—3,351,846-3,351,846-100%$750.4M———
Capital Research Global Investors
N/A—3,299,891-3,299,891-100%$738.9M———
JPMorgan Chase & Co
N/A—3,270,903-3,270,903-100%$745.1M———
Barclays PLC
N/A—2,749,380-2,749,380-100%$615.6M———
Nuveen, LLC
N/A—2,691,339-2,691,339-100%$602.6M———
Northern Trust Corp
N/A—2,536,834-2,536,834-100%$568.0M———
Unisphere Establishment
N/A—2,050,000-2,050,000-100%$459.0M———
Charles Schwab Investment Management Inc
N/A—2,031,187-2,031,187-100%$454.8M———
First Manhattan Co. Llc.
N/A—1,858,036-1,858,036-100%$416.0M———
Vanguard Fiduciary Trust Co
N/A—1,779,259-1,779,259-100%$398.4M———
SG Americas Securities, LLC
N/A—1,763,328-1,763,328-100%$394.8K———
Wells Fargo & Company
N/A—1,730,828-1,730,828-100%$387.5M———
Boston Partners
N/A—1,710,314-1,710,314-100%$382.8M———
UBS Asset Management Americas LLC
N/A—1,687,829-1,687,829-100%$377.9M———
Legal & General Group Plc
N/A—1,655,495-1,655,495-100%$370.7M———
Clearbridge Investments, LLC
N/A—1,275,856-1,275,856-100%$285.7M———
Price T Rowe Associates Inc
N/A—1,245,534-1,245,534-100%$278.9K———
Capitolis Liquid Global Markets LLC
N/A—1,179,179-1,179,179-100%$264.0M———
FMR LLC
N/A—1,111,670-1,111,670-100%$248.9M———
BNP Paribas Financial Markets
N/A—989,898-989,898-100%$221.6M———
Stifel Financial Corp
N/A—900,107-900,107-100%$201.5M———
Swiss National Bank
N/A—896,500-896,500-100%$200.7M———
Raymond James Financial Inc
N/A—836,027-836,027-100%$187.2M———
Alliancebernstein L.P.
N/A—821,081-821,081-100%$183.8M———
American Century Companies Inc
N/A—791,423-791,423-100%$177.2M———
Canada Pension Plan Investment Board
N/A—791,179-791,179-100%$177.1M———
National Pension Service
N/A—750,586-750,586-100%$168.1M———
PNC Financial Services Group, Inc.
N/A—745,478-745,478-100%$166.9M———
HSBC Holdings PLC
N/A—731,508-731,508-100%$242.1M———
First Trust Advisors LP
N/A—695,412-695,412-100%$155.7M———
California Public Employees Retirement System
N/A—686,127-686,127-100%$153.6M———
Vanguard Global Advisers, LLC
N/A—684,631-684,631-100%$153.3M———
Deutsche Bank Ag\
N/A—683,041-683,041-100%$152.9M———
Citadel Advisors LLC
N/A—679,171-679,171-100%$152.1M———
Vanguard Asset Management, Ltd
N/A—653,346-653,346-100%$146.3M———
Envestnet Asset Management Inc
N/A—643,790-643,790-100%$143.8M———
AQR Capital Management LLC
N/A—595,197-595,197-100%$133.3M———
LPL Financial LLC
N/A—579,663-579,663-100%$129.8M———
Eurizon Capital SGR S.p.A.
N/A—570,164-570,164-100%$130.0M———
ING Groep NV
N/A—551,789-551,789-100%$123.5M———
Rhumbline Advisers
N/A—526,602-526,602-100%$117.9M———
California State Teachers Retirement System
N/A—492,130-492,130-100%$110.2M———
Blair William & Co
N/A—454,384-454,384-100%$101.7M———
Neuberger Berman Group LLC
N/A—441,671-441,671-100%$98.9M———
Nomura Holdings Inc
N/A—440,019-440,019-100%$98.5M———
CIBC Bancorp USA Inc.
N/A—432,057-432,057-100%$96.7M———
Natixis Advisors, LLC
N/A—423,146-423,146-100%$94.7K———
Haverford Trust Co
N/A—417,335-417,335-100%$93.4M———
Victory Capital Management Inc
N/A—400,475-400,475-100%$89.7M———
Focus Partners Wealth
N/A—394,554-394,554-100%$88.3M———
New York State Common Retirement Fund
N/A—384,508-384,508-100%$86.1M———
Nearwater Capital Markets, Ltd
N/A—348,500-348,500-100%$78.0M———
Macquarie Group LTD
N/A—348,108-348,108-100%$77.9M———
Ensign Peak Advisors, Inc
N/A—339,713-339,713-100%$76.1M———
Pinebridge Investments LLC
N/A—330,390-330,390-100%$74.0M———
Blue Whale Capital LLP
N/A—329,840-329,840-100%$73.9M———
Nomura Asset Management Co LTD
N/A—318,766-318,766-100%$71.4M———
Susquehanna International Group, LLP
N/A—315,209-315,209-100%$70.6M———
Amundi
N/A—313,777-313,777-100%$70.3M———
Aviva PLC
N/A—290,135-290,135-100%$65.0M———
Cerity Partners LLC
N/A—286,044-286,044-100%$64.1M———
Mizuho Markets Americas LLC
N/A—274,850-274,850-100%$61.5M———
Altshuler Shaham Ltd
N/A—273,000-273,000-100%$61.1M———
State Board of Administration of Florida Retirement System
N/A—271,903-271,903-100%$60.9M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—263,864-263,864-100%$59.1M———
Empower Advisory Group, LLC
N/A—257,110-257,110-100%$57.6M———
Primecap Management Co
N/A—244,100-244,100-100%$54.7M———
Russell Investments Group, Ltd.
N/A—243,394-243,394-100%$54.6M———
Rokos Capital Management LLP
N/A—237,512-237,512-100%$53.2M———
PFA Pension, Forsikringsaktieselskab
N/A—236,310-236,310-100%$52.9M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—228,335-228,335-100%$51.1M———
Quantinno Capital Management LP
N/A—222,659-222,659-100%$49.9M———
Caisse de Depot ET Placement DU Quebec
N/A—221,008-221,008-100%$49.5M———
Mariner, LLC
N/A—219,781-219,781-100%$49.2M———
Commerce Bank
N/A—216,271-216,271-100%$48.4M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—209,026-209,026-100%$46.8M———
Johnson Investment Counsel Inc
N/A—206,082-206,082-100%$46.1M———
Capital Advisors Inc
N/A—204,438-204,438-100%$45.8M———
HighTower Advisors, LLC
N/A—201,896-201,896-100%$45.2M———
Rockefeller Capital Management L.P.
N/A—200,277-200,277-100%$44.8M———
Madison Asset Management, LLC
N/A—198,913-198,913-100%$44.5M———
Janney Montgomery Scott LLC
N/A—195,392-195,392-100%$43.7K———
Gabelli Funds LLC
N/A—193,435-193,435-100%$43.3M———
NewEdge Advisors, LLC
N/A—191,945-191,945-100%$43.0M———
Prudential Financial Inc
N/A—189,993-189,993-100%$42.5M———
Natixis
N/A—189,354-189,354-100%$42.4M———
TD Asset Management Inc
N/A—187,328-187,328-100%$41.9M———
Homestead Advisers Corp
N/A—181,246-181,246-100%$40.6M———
Korea Investment Corp
N/A—181,150-181,150-100%$40.6M———
Panagora Asset Management Inc
N/A—177,303-177,303-100%$39.7M———
Glenmede Trust Co NA
N/A—175,078-175,078-100%$39.2M———
EP Wealth Advisors, LLC
N/A—174,245-174,245-100%$39.0M———
Soros Fund Management LLC
N/A—174,025-174,025-100%$39.0M———
State of Wisconsin Investment Board
N/A—169,594-169,594-100%$38.0M———
Vaughan Nelson Investment Management, L.P.
N/A—169,320-169,320-100%$37.9M———
Captrust Financial Advisors
N/A—166,952-166,952-100%$37.4M———
Defiance ETFs, LLC
N/A—162,816-162,816-100%$36.1M———
Marshall Wace, LLP
N/A—162,397-162,397-100%$36.4M———
Penserra Capital Management LLC
N/A—161,561-161,561-100%$36.2K———
Manufacturers Life Insurance Company, the
N/A—161,528-161,528-100%$36.2M———
Cetera Investment Advisers
N/A—160,529-160,529-100%$35.9M———
Toronto Dominion Bank
N/A—158,617-158,617-100%$35.5M———
Mitsubishi UFJ Trust & Banking Corp
N/A—157,178-157,178-100%$35.2M———
Whittier Trust Co
N/A—156,586-156,586-100%$36.2M———
Harding Loevner LP
N/A—156,577-156,577-100%$35.1M———
Chevy Chase Trust Holdings, LLC
N/A—154,507-154,507-100%$34.6M———
Norges Bank
N/A—152,606-152,606-100%$34.2M———
Blue Sparrow, LLC
N/A—148,000-148,000-100%$33.1M———
Scotia Capital Inc.
N/A—147,089-147,089-100%$32.9M———
J. Stern & Co. LLP
N/A—146,789-146,789-100%$32.9M———
E20 Capital Ltd
N/A—144,577-144,577-100%$32.4M———
Teacher Retirement System of Texas
N/A—144,315-144,315-100%$32.3M———
Vanguard Investments Australia, Ltd.
N/A—143,405-143,405-100%$32.1M———
Osaic Holdings, Inc.
N/A—140,851-140,851-100%$31.5M———
Royal London Asset Management LTD
N/A—140,649-140,649-100%$31.5M———
LBP AM SA
N/A—139,285-139,285-100%$31.3M———
Van Eck Associates Corp
N/A—137,595-137,595-100%$30.8M———
Treasurer of the State of North Carolina
N/A—136,541-136,541-100%$30.6K———
Public Sector Pension Investment Board
N/A—132,805-132,805-100%$29.7M———
Adage Capital Partners GP, L.L.C.
N/A—130,576-130,576-100%$29.2M———
SEI Investments Co
N/A—129,725-129,725-100%$29.0M———
FIL Ltd
N/A—128,567-128,567-100%$28.8M———
Guggenheim Capital LLC
N/A—126,868-126,868-100%$28.4M———
Jane Street Group, LLC
N/A—125,916-125,916-100%$28.2M———
Bank of Nova Scotia
N/A—125,537-125,537-100%$28.1M———
M&T Bank Corp
N/A—122,991-122,991-100%$27.5M———
Public Employees Retirement System of Ohio
N/A—121,153-121,153-100%$27.1M———
Baird Financial Group, Inc.
N/A—119,795-119,795-100%$26.8M———
Berkshire Asset Management LLC
N/A—114,889-114,889-100%$25.7M———
Sequoia Financial Advisors, LLC
N/A—114,779-114,779-100%$25.7M———
Qube Research & Technologies Ltd
N/A—114,717-114,717-100%$25.7M———
Rudius Management LP
N/A—114,077-114,077-100%$25.5M———
Gamco Investors, Inc. ET AL
N/A—113,206-113,206-100%$25.3M———
State of Tennessee, Department of Treasury
N/A—109,475-109,475-100%$24.5M———
Tredje Ap-fonden
N/A—109,451-109,451-100%$24.5M———
Cullen Capital Management, LLC
N/A—106,631-106,631-100%$23.9M———
Credit Agricole S A
N/A—106,279-106,279-100%$23.8M———
Ancora Advisors LLCA
N/A—105,739-105,739-100%$23.7M———
Mufg Securities Emea plc
N/A—104,906-104,906-100%$23.5M———
Edmond de Rothschild Holding S.A.
N/A—103,090-103,090-100%$23.1M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—101,950-101,950-100%$10.9M———
Groupama Asset Managment
N/A—99,708-99,708-100%$22.7M———
Delta Asset Management LLC
N/A—99,643-99,643-100%$22.3M———
Squarepoint Ops LLC
N/A—97,249-97,249-100%$21.8M———
Danica Pension, Livsforsikringsaktieselskab
N/A—96,805-96,805-100%$21.7M———
Nissay Asset Management Corp N
N/A—94,542-94,542-100%$21.2M———
Tocqueville Asset Management L.P.
N/A—93,479-93,479-100%$20.9M———
Jupiter Topco LLC
N/A—93,344-93,344-100%$20.9M———
Voya Investment Management LLC
N/A—93,290-93,290-100%$20.9M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—92,599-92,599-100%$20.7M———
MAI Capital Management
N/A—91,763-91,763-100%$20.5M———
Resona Asset Management Co.,Ltd.
N/A—90,679-90,679-100%$20.4M———
Danske Bank A/S
N/A—89,393-89,393-100%$20.0M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—86,693-86,693-100%$19.4M———
D. E. Shaw & Co., Inc.
N/A—85,733-85,733-100%$19.2M———
Lazard Asset Management LLC
N/A—85,655-85,655-100%$19.2M———
Peapack Gladstone Financial Corp
N/A—84,808-84,808-100%$19.0K———
United Capital Financial Advisors, LLC
N/A—84,743-84,743-100%$19.0M———
CI Investments Inc.
N/A—84,414-84,414-100%$18.9M———
Gotham Asset Management, LLC
N/A—83,879-83,879-100%$18.8M———
Westwood Holdings Group Inc
N/A—83,810-83,810-100%$18.8M———
Walleye Trading LLC
N/A—81,887-81,887-100%$18.3M———
Klingenstein Fields & Co LP
N/A—81,831-81,831-100%$18.3M———
Cresset Asset Management, LLC
N/A—81,009-81,009-100%$18.1M———
Brown Advisory Inc
N/A—79,112-79,112-100%$17.7M———
Composition Wealth, LLC
N/A—78,643-78,643-100%$4.3M———
Nykredit A/S
N/A—75,357-75,357-100%$18.1M———
Ilmarinen Mutual Pension Insurance Co
N/A—75,000-75,000-100%$16.8K———
Allworth Financial LP
N/A—74,028-74,028-100%$16.6M———
Sanctuary Advisors, LLC
N/A—72,897-72,897-100%$16.3M———
MetLife Investment Management, LLC
N/A—72,490-72,490-100%$16.2M———
Epoch Investment Partners, Inc.
N/A—71,156-71,156-100%$15.9M———
RWA Wealth Partners, LLC
N/A—65,234-65,234-100%$14.6M———
Managed Asset Portfolios, LLC
N/A—64,003-64,003-100%$14.3M———
Whittier Trust Co of Nevada Inc
N/A—63,864-63,864-100%$14.4M———
Fisher Asset Management, LLC
N/A—63,365-63,365-100%$14.2M———
Modern Wealth Management, LLC
N/A—63,061-63,061-100%$14.1M———
Varma Mutual Pension Insurance Co
N/A—61,550-61,550-100%$13.8M———
Silvercrest Asset Management Group LLC
N/A—61,221-61,221-100%$13.7M———
Huntington National Bank
N/A—60,811-60,811-100%$13.6M———
Howe & Rusling Inc
N/A—60,720-60,720-100%$13.6M———
Rafferty Asset Management, LLC
N/A—59,747-59,747-100%$13.4M———
Cannell & Spears LLC
N/A—59,732-59,732-100%$13.4M———
Waverly Advisors, LLC
N/A—58,669-58,669-100%$13.1M———
Pathstone Holdings, LLC
N/A—58,622-58,622-100%$13.2M———
HM Payson & Co
N/A—58,238-58,238-100%$13.0M———
Mercer Global Advisors Inc
N/A—58,158-58,158-100%$13.0M———
Pinnacle Financial Partners, Inc.
N/A—57,313-57,313-100%$12.8M———
Silvant Capital Management LLC
N/A—57,025-57,025-100%$12.8M———
NAN Fung Trinity (HK) Ltd
N/A—55,150-55,150-100%$12.3M———
O'shaughnessy Asset Management, LLC
N/A—54,130-54,130-100%$12.1M———
CIBC World Market Inc.
N/A—53,891-53,891-100%$12.1M———
St. James Investment Company, LLC
N/A—53,815-53,815-100%$12.5M———
Savant Capital, LLC
N/A—53,767-53,767-100%$12.3M———
Trans-Canada Capital Inc.
N/A—53,361-53,361-100%$11.9M———
Stillwater Capital Advisors, LLC
N/A—51,977-51,977-100%$11.6M———
Kentucky Retirement Systems
N/A—50,156-50,156-100%$11.2M———
Argent Trust Co
N/A—49,721-49,721-100%$11.3M———
&partners
N/A—49,200-49,200-100%$11.0M———
Utah Retirement Systems
N/A—48,493-48,493-100%$10.9M———
First Long Island Investors, LLC
N/A—48,156-48,156-100%$10.8M———
Verition Fund Management LLC
N/A—48,152-48,152-100%$10.8M———
Police & Firemen's Retirement System of New Jersey
N/A—48,096-48,096-100%$10.8M———
Man Group plc
N/A—47,915-47,915-100%$10.7M———
British Columbia Investment Management Corp
N/A—47,627-47,627-100%$10.7M———
Becker Capital Management Inc
N/A—46,858-46,858-100%$10.5M———
Beacon Pointe Advisors, LLC
N/A—46,780-46,780-100%$10.5M———
One Fin Capital Management LP
N/A—46,500-46,500-100%$10.4M———
Northwestern Mutual Wealth Management Co
N/A—44,954-44,954-100%$10.1M———
Woodline Partners LP
N/A—44,917-44,917-100%$10.1M———
Bradley Foster & Sargent Inc
N/A—44,911-44,911-100%$10.1M———
Vanguard Personalized Indexing Management, LLC
N/A—44,515-44,515-100%$10.0M———
Wealthfront Advisers LLC
N/A—43,803-43,803-100%$9.8M———
Ironvine Capital Partners, LLC
N/A—43,534-43,534-100%$9.7M———
Pacer Advisors, Inc.
N/A—43,316-43,316-100%$9.7K———
Empowered Funds, LLC
N/A—43,149-43,149-100%$9.7M———
Allianz Asset Management GmbH
N/A—41,257-41,257-100%$9.2M———
NS Partners Ltd
N/A—40,892-40,892-100%$9.2M———
Capula Management Ltd
N/A—40,674-40,674-100%$9.1M———
MML Investors Services, LLC
N/A—40,405-40,405-100%$9.0M———
Nomura Asset Management International Inc.
N/A—40,182-40,182-100%$9.0M———
SIT Investment Associates Inc
N/A—40,128-40,128-100%$9.0K———
Steward Partners Investment Advisory, LLC
N/A—40,083-40,083-100%$9.0M———
Public Employees Retirement Association of Colorado
N/A—39,948-39,948-100%$8.9K———
Two Sigma Investments, LP
N/A—39,406-39,406-100%$8.8M———
Aptus Capital Advisors, LLC
N/A—38,707-38,707-100%$8.7M———
Rothschild Investment LLC
N/A—37,938-37,938-100%$8.5M———
Tidal Investments LLC
N/A—37,438-37,438-100%$8.4M———
QRG Capital Management, Inc.
N/A—37,342-37,342-100%$8.4M———
Private Advisor Group, LLC
N/A—36,479-36,479-100%$8.2M———
Lombard Odier Asset Management (Switzerland) SA
N/A—36,281-36,281-100%$8.1M———
Norinchukin Bank, The
N/A—36,163-36,163-100%$8.1M———
Orion Porfolio Solutions, LLC
N/A—35,629-35,629-100%$8.0M———
Shelton Capital Management
N/A—35,523-35,523-100%$8.0M———
Coastal Bridge Advisors, LLC
N/A—35,318-35,318-100%$7.9M———
Bragg Financial Advisors, Inc
N/A—34,732-34,732-100%$7.8M———
Estabrook Capital Management
N/A—34,479-34,479-100%$7.7M———
F/m Investments LLC
N/A—34,376-34,376-100%$7.7M———
Atlantic Union Bankshares Corp
N/A—34,267-34,267-100%$7.7M———
Nixon Capital, LLC
N/A—34,184-34,184-100%$7.7M———
IEQ Capital, LLC
N/A—34,077-34,077-100%$7.6M———
Stonebridge Capital Advisors LLC
N/A—33,561-33,561-100%$7.5M———
Tower Research Capital LLC (TRC)
N/A—33,505-33,505-100%$7.5M———
BNP Paribas Asset Management Holding S.A.
N/A—32,325-32,325-100%$7.2M———
Equitable Holdings, Inc.
N/A—32,278-32,278-100%$7.2M———
Vident Advisory, LLC
N/A—31,899-31,899-100%$7.1M———
South Dakota Investment Council
N/A—31,571-31,571-100%$7.1K———
AE Wealth Management LLC
N/A—31,552-31,552-100%$7.1M———
Great Valley Advisor Group, Inc.
N/A—29,863-29,863-100%$6.7M———
Tiptree Advisors, LLC
N/A—29,825-29,825-100%$6.7M———
Fiduciary Trust Co
N/A—29,824-29,824-100%$6.7M———
New Age Alpha Advisors, LLC
N/A—29,778-29,778-100%$6.7M———
Cary Street Partners Financial LLC
N/A—29,506-29,506-100%$6.6M———
Haverford Financial Services, Inc.
N/A—29,481-29,481-100%$6.6M———
Aster Capital Management (Difc) Ltd
N/A—28,338-28,338-100%$6.3M———
Federation des caisses Desjardins du Quebec
N/A—28,276-28,276-100%$6.3M———
Merit Financial Group, LLC
N/A—28,159-28,159-100%$6.3M———
Balyasny Asset Management L.P.
N/A—27,669-27,669-100%$6.2M———
USS Investment Management Ltd
N/A—27,218-27,218-100%$6.1M———
SIH Partners, Lllp
N/A—27,093-27,093-100%$6.1M———
Novare Capital Management LLC
N/A—26,569-26,569-100%$5.9M———
Freestone Grove Partners LP
N/A—26,271-26,271-100%$5.9M———
Brown Brothers Harriman & Co
N/A—26,250-26,250-100%$6.1M———
Arvest Bank Trust Division
N/A—25,999-25,999-100%$5.8M———
Advisors Asset Management, Inc.
N/A—25,969-25,969-100%$5.8M———
Teachers Retirement System of the State of Kentucky
N/A—25,522-25,522-100%$5.7K———
MidFirst Bank
N/A—25,397-25,397-100%$5.7M———
Bessemer Group Inc
N/A—25,229-25,229-100%$5.7K———
1832 Asset Management L.P.
N/A—25,138-25,138-100%$5.6M———
Arax Advisory Partners
N/A—25,033-25,033-100%$5.6M———
National Bank of Canada
N/A—25,024-25,024-100%$5.6M———
Rheos Capital Works Inc.
N/A—25,000-25,000-100%$5.6K———
Marco Investment Management LLC
N/A—24,939-24,939-100%$5.6M———
Oversea-Chinese Banking Corp Ltd
N/A—24,730-24,730-100%$5.5M———
Fred Alger Management, LLC
N/A—24,361-24,361-100%$5.5M———
Palliser Capital (UK) LtdA
N/A—24,286-24,286-100%$5.4M———
Investment Management Corp of Ontario
N/A—24,236-24,236-100%$5.4M———
Hutchinson Capital Management
N/A—23,924-23,924-100%$5.4M———
ARK Investment Management LLC
N/A—23,262-23,262-100%$5.2M———
Horizon Investments, LLC
N/A—23,220-23,220-100%$5.2M———
Snowden Capital Advisors LLC
N/A—23,063-23,063-100%$5.2M———
Walleye Capital LLC
N/A—22,703-22,703-100%$5.1M———
Omers Administration Corp
N/A—22,455-22,455-100%$5.0M———
Boothbay Fund Management, LLC
N/A—22,329-22,329-100%$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%$5.0M———
Freestone Capital Holdings, LLC
N/A—21,772-21,772-100%$4.9M———
Crawford Investment Counsel Inc
N/A—21,434-21,434-100%$4.8M———
Dorsey & Whitney Trust Co LLC
N/A—21,308-21,308-100%$4.8M———
Aristotle Atlantic Partners, LLC
N/A—21,110-21,110-100%$4.7M———
Commerzbank Aktiengesellschaft
N/A—21,099-21,099-100%$4.7K———
NewEdge Wealth, LLC
N/A—20,974-20,974-100%$4.7M———
Flputnam Investment Management Co
N/A—20,868-20,868-100%$4.7M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—20,814-20,814-100%$4.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—20,485-20,485-100%$4.6M———
Northwestern Mutual Investment Management Company, LLC
N/A—20,315-20,315-100%$4.5M———
Hilton Capital Management, LLC
N/A—20,156-20,156-100%$4.5M———
Ameritas Investment Partners, Inc.
N/A—20,068-20,068-100%$4.5M———
Quadrature Capital Ltd
N/A—20,054-20,054-100%$4.5M———
Benjamin Edwards Inc
N/A—20,048-20,048-100%$4.5M———
Monaco Asset Management SAM
N/A—20,000-20,000-100%$4.5M———
Needham Investment Management LLC
N/A—20,000-20,000-100%$4.5M———
FourThought Financial Partners, LLC
N/A—19,804-19,804-100%$4.4M———
Canada Post Corp Registered Pension Plan
N/A—19,735-19,735-100%$0———
Dover Advisors, LLC
N/A—19,628-19,628-100%$3.8M———
Triglav Investments, D.O.O.
N/A—19,430-19,430-100%$4.4M———
L & S Advisors Inc
N/A—19,219-19,219-100%$4.3M———
Vestmark Advisory Solutions, Inc.
N/A—18,699-18,699-100%$4.2M———
Boyd Watterson Asset Management LLC
N/A—18,679-18,679-100%$4.2M———
MainStreet Investment Advisors LLC
N/A—18,469-18,469-100%$4.1M———
BLI - Banque de Luxembourg Investments
N/A—18,232-18,232-100%$4.2M———
Insigneo Advisory Services, LLC
N/A—17,835-17,835-100%$4.0M———
Tribune Investment Group LP
N/A—17,800-17,800-100%$4.0M———
Pettyjohn, Wood & White, Inc
N/A—17,799-17,799-100%$4.0M———
First National Bank of Omaha
N/A—17,653-17,653-100%$3.9M———
Integrated Wealth Concepts LLC
N/A—17,501-17,501-100%$3.9M———
Covington Investment Advisors Inc.
N/A—17,262-17,262-100%$3.9K———
Borer Denton & Associates, Inc.
N/A—17,051-17,051-100%$3.8M———
Envestnet Portfolio Solutions, Inc.
N/A—16,984-16,984-100%$3.8M———
Tower Bridge Advisors
N/A—16,712-16,712-100%$3.7M———
Troluce Capital Advisors LLC
N/A—16,700-16,700-100%$3.7M———
Coldstream Capital Management Inc
N/A—16,603-16,603-100%$3.7M———
Bleakley Financial Group, LLC
N/A—16,546-16,546-100%$3.7M———
Burling Wealth Partners, LLC
N/A—16,474-16,474-100%$3.7M———
Alpha Wave Global, LP
N/A—16,396-16,396-100%$3.7M———
Arkadios Wealth Advisors
N/A—16,391-16,391-100%$3.7M———
Caisse DES Depots ET Consignations
N/A—16,316-16,316-100%$3.7M———
Sand Hill Global Advisors, LLC
N/A—16,247-16,247-100%$3.6M———
Dark Forest Capital Management LP
N/A—15,684-15,684-100%$3.5M———
Stephens Inc
N/A—15,618-15,618-100%$3.5M———
Stratos Wealth Partners, Ltd.
N/A—15,457-15,457-100%$3.5M———
Persistent Asset Partners Ltd
N/A—15,450-15,450-100%$3.5M———
Lionhunter Capital Management, LLC
N/A—15,214-15,214-100%$3.4M———
Sfmg, LLC
N/A—15,074-15,074-100%$3.4M———
HBK Investments L P
N/A—15,004-15,004-100%$3.4M———
Nwam LLC
N/A—14,895-14,895-100%$3.3M———
Kingsview Wealth Management, LLC
N/A—14,860-14,860-100%$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%$3.3M———
Hamel Associates, Inc.
N/A—14,521-14,521-100%$3.3M———
Pioneer Trust Bank N A
N/A—14,476-14,476-100%$3.2M———
Dakota Wealth Management
N/A—14,281-14,281-100%$3.2M———
Metis Global Partners, LLC
N/A—14,118-14,118-100%$3.2M———
Stonebridge Financial Group, LLC
N/A—13,943-13,943-100%$3.1K———
Chelsea Counsel Co
N/A—13,719-13,719-100%$3.1M———
Moors & Cabot, Inc.
N/A—13,562-13,562-100%$3.0M———
Harbour Investments, Inc.
N/A—13,421-13,421-100%$3.0M———
Bank of Hawaii
N/A—13,420-13,420-100%$3.0M———
Brasada Capital Management, LP
N/A—13,341-13,341-100%$3.0M———
SummitTX Capital, L.P.
N/A—13,177-13,177-100%$3.0M———
Summit Financial, LLC
N/A—13,157-13,157-100%$2.9M———
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%$2.9M———
Liberty One Investment Management, LLC
N/A—12,804-12,804-100%$2.9M———
Advisory Services Network, LLC
N/A—12,734-12,734-100%$2.9M———
Amova Asset Management Americas, Inc.
N/A—12,643-12,643-100%$2.8M———
Lifeworks Advisors, LLC
N/A—12,457-12,457-100%$2.8M———
Clearstead Advisors, LLC
N/A—12,442-12,442-100%$2.8M———
Bank of Nova Scotia Trust Co
N/A—12,371-12,371-100%$2.8M———
Principal Securities, Inc.
N/A—12,296-12,296-100%$2.8M———
E Fund Management Co., Ltd.
N/A—12,207-12,207-100%$2.7M———
B & T Capital Management DBA Alpha Capital Management
N/A—12,178-12,178-100%$2.7M———
Summit Trail Advisors, LLC
N/A—12,146-12,146-100%$2.7M———
Bearing Point Capital, LLC
N/A—11,993-11,993-100%$2.7M———
Segall Bryant & Hamill, LLC
N/A—11,833-11,833-100%$2.6M———
Elk River Wealth Management LLC
N/A—11,674-11,674-100%$2.6M———
SVB Wealth LLC
N/A—11,663-11,663-100%$2.6M———
Empirical Finance, LLC
N/A—11,539-11,539-100%$2.6M———
Aureus Asset Management, LLC
N/A—11,159-11,159-100%$2.5M———
Bridges Investment Management Inc
N/A—11,126-11,126-100%$2.5M———
Wisconsin Capital Management LLC
N/A—10,981-10,981-100%$2.5M———
Wealthspire Advisors, LLC
N/A—10,614-10,614-100%$2.4M———
Millennium Management LLC
N/A—10,408-10,408-100%$2.3M———
Bollard Group LLC
N/A—10,373-10,373-100%$2.3K———
Mirabella Financial Services LLP
N/A—10,320-10,320-100%$2.3M———
Morton Community Bank
N/A—10,281-10,281-100%$2.3M———
Pure Financial Advisors, LLC
N/A—10,277-10,277-100%$2.3M———
HRT Financial LP
N/A—10,230-10,230-100%$2.3K———
Hardy Reed LLC
N/A—10,158-10,158-100%$2.3M———
Callan Family Office, LLC
N/A—10,089-10,089-100%$2.3M———
Generali Powszechne Towarzystwo Emerytalne
N/A—10,059-10,059-100%$2.3M———
IHT Wealth Management, LLC
N/A—10,013-10,013-100%$2.2M———
HighPoint Advisor Group LLC
N/A—9,948-9,948-100%$2.2M———
RiverFront Investment Group, LLC
N/A—9,925-9,925-100%$2.2M———
Two Sigma Securities, LLC
N/A—9,798-9,798-100%$2.2M———
BFC Planning, Inc.
N/A—9,700-9,700-100%$2.2M———
Engineers Gate Manager LP
N/A—9,595-9,595-100%$2.1M———
Spartan Wealth Advisory Services LLC
N/A—9,581-9,581-100%$2.1M———
Van Hulzen Asset Management, LLC
N/A—9,554-9,554-100%$2.1M———
Mufg Securities Americas Inc.
N/A—9,543-9,543-100%$2.1M———
Stock Yards Bank & Trust Co
N/A—9,353-9,353-100%$2.1M———
Camarda Financial Advisors, LLC
N/A—9,232-9,232-100%$2.1M———
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%$2.0M———
Rodgers Brothers Inc.
N/A—8,751-8,751-100%$2.0M———
First Western Trust Bank
N/A—8,575-8,575-100%$1.9M———
Clayton Partners LLC
N/A—8,489-8,489-100%$1.9M———
Securian Asset Management, Inc
N/A—8,408-8,408-100%$1.9M———
Independent Advisor Alliance
N/A—8,363-8,363-100%$1.9M———
Hemenway Trust Co LLC
N/A—8,311-8,311-100%$1.9M———
Evercore Wealth Management, LLC
N/A—8,296-8,296-100%$1.9M———
First National Bank & Trust Co of Newtown
N/A—8,277-8,277-100%$2.0M———
Emerald Investment Advisers, LLC
N/A—8,257-8,257-100%$1.8M———
Curi Capital, LLC
N/A—8,208-8,208-100%$1.8M———
Cambient Family Office, LLC
N/A—8,146-8,146-100%$1.8M———
SCS Capital Management LLC
N/A—8,134-8,134-100%$1.8M———
All Terrain Financial Advisors, LLC
N/A—8,118-8,118-100%$1.8M———
Foundations Investment Advisors, LLC
N/A—8,115-8,115-100%$1.8M———
Kensington Investment Counsel, LLC
N/A—8,107-8,107-100%$1.8M———
Schonfeld Strategic Advisors LLC
N/A—8,089-8,089-100%$1.8M———
Barbara Oil Co.
N/A—8,000-8,000-100%$1.8M———
Meeder Advisory Services, Inc.
N/A—7,983-7,983-100%$1.8M———
Bartlett & Co. Wealth Management LLC
N/A—7,888-7,888-100%$1.8M———
Meiji Yasuda Asset Management Co Ltd.
N/A—7,859-7,859-100%$1.8M———
Nicolet Bankshares Inc
N/A—7,648-7,648-100%$1.4M———
Capital Analysts, LLC
N/A—7,626-7,626-100%$1.7K———
Chilton Investment Co Inc.
N/A—7,607-7,607-100%$1.7M———
Baldwin Investment Management, LLC
N/A—7,547-7,547-100%$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—7,360-7,360-100%$1.6M———
William Blair Investment Management, LLC
N/A—7,287-7,287-100%$1.6M———
GTS Securities LLC
N/A—7,183-7,183-100%$1.6M———
Focus Partners Advisor Solutions, LLC
N/A—7,020-7,020-100%$1.6M———
Fort Sheridan Advisors LLC
N/A—6,869-6,869-100%$1.5M———
Broyhill Asset Management, LLC
N/A—6,855-6,855-100%$1.5M———
Hall Capital Management Co Inc
N/A—6,837-6,837-100%$1.5M———
Belpointe Asset Management LLC
N/A—6,820-6,820-100%$1.5M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—6,785-6,785-100%$1.5M———
Headinvest, LLC
N/A—6,739-6,739-100%$1.5M———
Roundview Capital LLC
N/A—6,711-6,711-100%$1.5M———
Heritage Trust Co
N/A—6,654-6,654-100%$1.5M———
American Money Management, LLC
N/A—6,636-6,636-100%$1.5M———
BlueCrest Capital Management Ltd
N/A—6,600-6,600-100%$1.5M———
PFG Investments, LLC
N/A—6,599-6,599-100%$1.5M———
Vickerman Investment Advisors, Inc.
N/A—6,520-6,520-100%$1.5M———
Vinva Investment Management Ltd
N/A—6,472-6,472-100%$1.5M———
American Trust
N/A—6,461-6,461-100%$1.4M———
RNC Capital Management LLC
N/A—6,394-6,394-100%$1.4M———
Vestcor Inc
N/A—6,335-6,335-100%$1.4K———
44 Wealth Management LLC
N/A—6,321-6,321-100%$1.4M———
Fidelis Capital Partners, LLC
N/A—6,276-6,276-100%$1.4M———
Resources Management Corp
N/A—6,256-6,256-100%$1.4M———
Pine Valley Investments Ltd Liability Co
N/A—6,217-6,217-100%$1.4M———
Walsky Investment Management, Inc.
N/A—6,159-6,159-100%$1.4M———
Ameritas Advisory Services, LLC
N/A—6,133-6,133-100%$1.4M———
Tevis Investment Management
N/A—6,106-6,106-100%$1.4M———
AlTi Global, Inc.
N/A—6,104-6,104-100%$1.4M———
Westchester Capital Management, LLC
N/A—6,087-6,087-100%$1.4M———
OneDigital Investment Advisors LLC
N/A—6,084-6,084-100%$1.4M———
Cvfg LLC
N/A—6,013-6,013-100%$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———
Global Retirement Partners, LLC
N/A—5,964-5,964-100%$1.3M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—5,934-5,934-100%$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—5,632-5,632-100%$1.3M———
Mutual Advisors, LLC
N/A—5,629-5,629-100%$1.3M———
Savvy Advisors, Inc.
N/A—5,553-5,553-100%$1.2M———
Money Concepts Capital Corp
N/A—5,520-5,520-100%$1.2M———
Edgestream Partners, L.P.
N/A—5,509-5,509-100%$1.2M———
White Pine Capital LLC
N/A—5,469-5,469-100%$1.2M———
Naviter Wealth, LLC
N/A—5,432-5,432-100%$1.2M———
Choate Investment Advisors
N/A—5,429-5,429-100%$1.2M———
Stratos Investment Management, LLC
N/A—5,384-5,384-100%$1.2M———
Intrust Bank NA
N/A—5,380-5,380-100%$1.2M———
Founders Financial Alliance, LLC
N/A—5,376-5,376-100%$1.2M———
Sargent Investment Group, LLC
N/A—5,365-5,365-100%$1.2M———
Palouse Capital Management, Inc.
N/A—5,354-5,354-100%$1.2M———
TCW Group Inc
N/A—5,343-5,343-100%$1.2M———
IAM Advisory, LLC
N/A—5,337-5,337-100%$1.2M———
Icici Prudential Asset Management Co Ltd
N/A—5,239-5,239-100%$1.2M———
Mitchell Mcleod Pugh & Williams Inc
N/A—5,223-5,223-100%$1.2M———
SouthState Bank Corp
N/A—5,217-5,217-100%$1.2M———
Beaton Management Co. Inc.
N/A—5,198-5,198-100%$1.2K———
Dynasty Wealth Management, LLC
N/A—5,175-5,175-100%$1.2M———
Syon Capital LLC
N/A—5,157-5,157-100%$1.2M———
Empire Financial Management Company, LLC
N/A—5,151-5,151-100%$1.2M———
Buckley Wealth Management, LLC
N/A—5,041-5,041-100%$1.1M———
NorthRock Partners, LLC
N/A—5,008-5,008-100%$1.1M———
Alpine Global Management, LLC
N/A—5,000-5,000-100%$1.1M———
RBF Capital, LLC
N/A—5,000-5,000-100%$1.1M———
Baader Bank Aktiengesellschaft
N/A—5,000-5,000-100%$1.1M———
T. Rowe Price Investment Management, Inc.
N/A—4,930-4,930-100%$1.1K———
V. M. Manning & Co., Inc.
N/A—4,878-4,878-100%$1.1M———
Park Place Capital Corp
N/A—4,865-4,865-100%$1.1M———
OFI Invest Asset Management
N/A—4,859-4,859-100%$1.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,799-4,799-100%$1.1M———
Prelude Capital Management, LLC
N/A—4,752-4,752-100%$1.1M———
Twin Capital Management Inc
N/A—4,745-4,745-100%$1.1M———
Osprey Private Wealth LLC
N/A—4,731-4,731-100%$1.1M———
Xcelsior Advisor Partners LLC
N/A—4,727-4,727-100%$1.1M———
Diamant Asset Management, Inc.
N/A—4,720-4,720-100%$1.1M———
Bluespring Wealth Management, LLC
N/A—4,717-4,717-100%$1.1M———
Wills Financial Group LLC
N/A—4,655-4,655-100%$1.0M———
HBK Sorce Advisory LLC
N/A—4,652-4,652-100%$1.2M———
Colrain Capital LLC
N/A—4,650-4,650-100%$1.0M———
Buckland Partners Management Co 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%$1.0M———
Advisors Preferred, LLC
N/A—4,500-4,500-100%$1.0M———
Kesler, Norman & Wride, LLC
N/A—4,499-4,499-100%$1.0M———
Round Rock Advisors LLC
N/A—4,480-4,480-100%$1.0M———
ST Germain D J Co Inc
N/A—4,379-4,379-100%$980.5K———
Great Lakes Advisors, LLC
N/A—4,346-4,346-100%$973.1K———
Potomac Fund Management Inc
N/A—4,325-4,325-100%$968.3K———
Smith, Moore & Co.
N/A—4,312-4,312-100%$965.5K———
Delaney Dennis R
N/A—4,307-4,307-100%$964.3K———
Moneta Group Investment Advisors LLC
N/A—4,264-4,264-100%$954.7K———
Harvest Investment Advisors, LLC
N/A—4,209-4,209-100%$942.4K———
IFC Advisors LLC
N/A—4,088-4,088-100%$915.3K———
Hilltop Holdings Inc.
N/A—4,074-4,074-100%$912.1K———
Owlhouse Capital LP
N/A—4,050-4,050-100%$906.8K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—4,043-4,043-100%$905.3K———
Douglass Winthrop Advisors, LLC
N/A—4,029-4,029-100%$902.1K———
Schnieders Capital Management, Llc.
N/A—4,025-4,025-100%$901.2K———
Graham Capital Management, L.P.
N/A—4,012-4,012-100%$898.3K———
Dodge & COX
N/A—4,010-4,010-100%$897.7K———
SageGuard Financial Group, LLC
N/A—4,007-4,007-100%$897.2K———
Tiaa Wealth Investment Management LLC
N/A—4,006-4,006-100%$896.9K———
Miller Capital Partners, Inc.
N/A—3,994-3,994-100%$894.3K———
Private Wealth Asset Management, LLC
N/A—3,971-3,971-100%$889.1K———
Atom Investors LP
N/A—3,916-3,916-100%$876.8K———
Alan B Lancz & Associates, Inc.
N/A—3,840-3,840-100%$859.7K———
Kovack Advisors, Inc.
N/A—3,824-3,824-100%$849.6K———
Beacon Investment Advisors LLC
N/A—3,818-3,818-100%$854.9K———
Headlands Technologies LLC
N/A—3,808-3,808-100%$852.6K———
Financial Engines Advisors L.L.C.
N/A—3,768-3,768-100%$843.6K———
Anchor Bay Capital, Inc.
N/A—3,752-3,752-100%$911.5K———
Aegis Wealth Management LLC
N/A—3,745-3,745-100%$838.5K———
Foster & Motley Inc
N/A—3,733-3,733-100%$836———
Fairfield, Bush & Co.
N/A—3,720-3,720-100%$832.9K———
Texas Capital Bank Wealth Management Services Inc
N/A—3,706-3,706-100%$829.8K———
Crews Bank & Trust
N/A—3,705-3,705-100%$829.6K———
Tradewinds, Llc.
N/A—3,693-3,693-100%$4.6M———
Garrison Point Advisors, LLC
N/A—3,674-3,674-100%$822.5K———
Per Stirling Capital Management, Llc.
N/A—3,659-3,659-100%$819.3K———
Harbour Investment Management LLC
N/A—3,651-3,651-100%$817.5K———
Checchi Capital Advisers, LLC
N/A—3,579-3,579-100%$801.2K———
Icon Wealth Advisors, LLC
N/A—3,578-3,578-100%$801.1K———
Ally Financial Inc.
N/A—3,500-3,500-100%$783.7K———
BOK Financial Private Wealth, Inc.
N/A—3,499-3,499-100%$783.3K———
Sound View Wealth Advisors Group, LLC
N/A—3,496-3,496-100%$782.8K———
Meiji Yasuda Life Insurance Co
N/A—3,490-3,490-100%$781.4K———
Permanent Capital Management, LP
N/A—3,445-3,445-100%$771.3K———
Redwood Investment Management, LLC
N/A—3,419-3,419-100%$766.0K———
Tyche Wealth Partners LLC
N/A—3,391-3,391-100%$759.2K———
Granite Harbor Advisors, Inc.
N/A—3,388-3,388-100%$758.6K———
SageView Advisory Group, LLC
N/A—3,309-3,309-100%$741.0K———
Somerville Kurt F
N/A—3,288-3,288-100%$736.2K———
Horizon Kinetics Asset Management LLC
N/A—3,286-3,286-100%$735.7K———
First American Trust, FSB
N/A—3,262-3,262-100%$834.5K———
Clearstead Trust, LLC
N/A—3,260-3,260-100%$730.0K———
McMillan Office, Inc.
N/A—3,259-3,259-100%$729.7K———
MWA Asset Management
N/A—3,258-3,258-100%$729.5K———
Generali Investments Towarzystwo Funduszy Inwestycyjnych
N/A—3,250-3,250-100%$727.7K———
Navalign, LLC
N/A—3,229-3,229-100%$723.1K———
Front Row Advisors LLC
N/A—3,223-3,223-100%$741.7K———
Bedel Financial Consulting, Inc.
N/A—3,212-3,212-100%$719.2K———
Lighthouse Investment Partners, LLC
N/A—3,207-3,207-100%$718.0K———
Gladstone Institutional Advisory LLC
N/A—3,186-3,186-100%$713.3K———
Moore Capital Management, LP
N/A—3,170-3,170-100%$709.8K———
Ramirez Asset Management, Inc.
N/A—3,162-3,162-100%$708.0K———
BankPlus Trust Department
N/A—3,153-3,153-100%$705.8K———
Cinctive Capital Management LP
N/A—3,139-3,139-100%$702.8K———
EFG International AG
N/A—3,136-3,136-100%$702.2K———
Broadwater Capital Management LLC
N/A—3,116-3,116-100%$697.7K———
Monetary Management Group Inc
N/A—3,112-3,112-100%$696.9K———
Ridge Creek Global, Inc
N/A—3,093-3,093-100%$692.5K———
Kintayl Capital LP
N/A—3,080-3,080-100%$689.6K———
Fieldview Capital Management, LLC
N/A—3,049-3,049-100%$687.6K———
Shay Capital LLC
N/A—3,000-3,000-100%$671.7K———
Mosaic Family Wealth Partners, LLC
N/A—2,957-2,957-100%$662.1K———
Arbor Trust Wealth Advisors, LLC
N/A—2,955-2,955-100%$661.6K———
Luken Investment Analytics, LLC
N/A—2,953-2,953-100%$661.2K———
Intellectus Partners, LLC
N/A—2,948-2,948-100%$660.1K———
Argent Advisors, Inc.
N/A—2,916-2,916-100%$658.0K———
Sandy Cove Advisors, LLC
N/A—2,893-2,893-100%$647.7K———
Whalerock Point Partners, LLC
N/A—2,892-2,892-100%$671.6K———
Dana Investment Advisors, Inc.
N/A—2,878-2,878-100%$644.3K———
Meridian Wealth Advisors, LLC
N/A—2,865-2,865-100%$641.4K———
Diversified Trust Co
N/A—2,854-2,854-100%$639.1K———
First Foundation Advisors
N/A—2,846-2,846-100%$637.2K———
Kiley Juergens Wealth Management, LLC
N/A—2,832-2,832-100%$634.1K———
S&CO Inc
N/A—2,821-2,821-100%$631———
Western Wealth Management, LLC
N/A—2,787-2,787-100%$623.9K———
Viawealth, LLC
N/A—2,779-2,779-100%$622.2K———
Apriem Advisors
N/A—2,771-2,771-100%$620.4K———
Davis R M Inc
N/A—2,757-2,757-100%$617.3K———
Mission Creek Capital Partners, Inc.
N/A—2,756-2,756-100%$288.1K———
Stratos Wealth Advisors, LLC
N/A—2,750-2,750-100%$615.7K———
River Wealth Advisors LLC
N/A—2,744-2,744-100%$614.3K———
Wilson & Boucher Capital Management, LLC
N/A—2,737-2,737-100%$605.1K———
Harvey Capital Management Inc
N/A—2,649-2,649-100%$593.1K———
Clear Street Group Inc.
N/A—2,636-2,636-100%$590.2K———
Meadowbrook Advisors Group, LLC
N/A—2,574-2,574-100%$576.3K———
Aurdan Capital Management, LLC
N/A—2,572-2,572-100%$575.8K———
Blueshift Asset Management, LLC
N/A—2,564-2,564-100%$574.1K———
Ausdal Financial Partners, Inc.
N/A—2,563-2,563-100%$573.9K———
LRI Investments, LLC
N/A—2,555-2,555-100%$572.1K———
Nexpoint Asset Management, L.P.
N/A—2,550-2,550-100%$570.9K———
Prestige Wealth Management Group LLC
N/A—2,531-2,531-100%$566.6K———
Wealth Alliance, LLC
N/A—2,528-2,528-100%$566.0K———
Palogic Value Management, L.P.
N/A—2,520-2,520-100%$564.2K———
Spirepoint Private Client, LLC
N/A—2,506-2,506-100%$561.1K———
Water Island Capital LLC
N/A—2,500-2,500-100%$559.8K———
Rogco, LP
N/A—2,498-2,498-100%$559.3K———
New England Asset Management Inc
N/A—2,490-2,490-100%$557.5K———
Aspen Grove Capital, LLC
N/A—2,448-2,448-100%$548.3K———
Purkiss Capital Advisors LLC
N/A—2,444-2,444-100%$567.5K———
Cahill Financial Advisors Inc
N/A—2,434-2,434-100%$545.0K———
Thomasville National Bank
N/A—2,428-2,428-100%$543.5K———
Financial Sense Advisors, Inc.
N/A—2,424-2,424-100%$542.7K———
GKV Capital Management Co., Inc.
N/A—2,400-2,400-100%$537.4K———
Forum Finance Group S.A.
N/A—2,383-2,383-100%$431———
Bernard Wealth Management Corp.
N/A—2,383-2,383-100%$533.4K———
Cambria Investment Management, L.P.
N/A—2,377-2,377-100%$532.3K———
Wellington Grp LLC
N/A—2,372-2,372-100%$531.1K———
Elefante Mark B
N/A—2,369-2,369-100%$530.4K———
Polymer Capital Management (US) LLC
N/A—2,369-2,369-100%$530.4K———
Transamerica Financial Advisors, LLC
N/A—2,359-2,359-100%$528.2K———
Regal Investment Advisors LLC
N/A—2,355-2,355-100%$527.3K———
LMR Partners LLP
N/A—2,345-2,345-100%$525.0K———
Federated Hermes, Inc.
N/A—2,324-2,324-100%$520.3K———
Snowwater Investment Partners, LLC
N/A—2,301-2,301-100%$515.2K———
Caldwell Sutter Capital, Inc.
N/A—2,295-2,295-100%$513.9K———
Tiaa Trust, National Association
N/A—2,271-2,271-100%$508.4K———
Townsquare Capital LLC
N/A—2,267-2,267-100%$507.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,257-2,257-100%$505.3K———
Prosperity Consulting Group, LLC
N/A—2,245-2,245-100%$502.7K———
Broderick Brian C
N/A—2,241-2,241-100%$501.8K———
Pallas Capital Advisors LLC
N/A—2,239-2,239-100%$501.3K———
Marex Group Ltd
N/A—2,220-2,220-100%$497.1K———
NCM Capital Management, LLC
N/A—2,184-2,184-100%$489.0K———
Lcnb Corp
N/A—2,178-2,178-100%$1.0M———
Main Street Financial Solutions, LLC
N/A—2,176-2,176-100%$487.2K———
Aristotle Capital Management, LLC
N/A—2,143-2,143-100%$479.8K———
Level Four Advisory Services, LLC
N/A—2,133-2,133-100%$477.7K———
Donaldson Capital Management, LLC
N/A—2,131-2,131-100%$477.0K———
Drucker Wealth 3.0, LLC
N/A—2,126-2,126-100%$476.0K———
Zacks Investment Management
N/A—2,113-2,113-100%$473.1K———
Strategic Wealth Partners, Ltd.
N/A—2,111-2,111-100%$472.7K———
US Asset Management LLC
N/A—2,108-2,108-100%$472.0K———
Simmons Bank
N/A—2,092-2,092-100%$466.7K———
Tradition Wealth Management, LLC
N/A—2,066-2,066-100%$462.6K———
Ameriflex Group, Inc.
N/A—2,056-2,056-100%$460.3K———
Brave Asset Management Inc
N/A—1,997-1,997-100%$447.1K———
Hudson Portfolio Management LLC
N/A—1,987-1,987-100%$444.9K———
VeraBank, N.A.
N/A—1,981-1,981-100%$443.4K———
Frec Markets, Inc.
N/A—1,974-1,974-100%$442.0K———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—1,955-1,955-100%$437.7K———
Boston Family Office LLC
N/A—1,951-1,951-100%$437———
Members Trust Co
N/A—1,948-1,948-100%$436.2K———
Phoenix Financial Ltd.
N/A—1,939-1,939-100%$434.1K———
FAS Wealth Partners, Inc.
N/A—1,932-1,932-100%$432.5K———
Strathmore Capital Advisors, Inc.
N/A—1,923-1,923-100%$442.0K———
Kintra Wealth, LLC
N/A—1,922-1,922-100%$449.7K———
Baker Avenue Asset Management, LP
N/A—1,922-1,922-100%$430.3K———
Adalta Capital Management LLC
N/A—1,890-1,890-100%$423.2K———
Longfellow Investment Management Co LLC
N/A—1,888-1,888-100%$422.7K———
Red Door Wealth Management, LLC
N/A—1,874-1,874-100%$419.6K———
Catalyst Financial Partners LLC
N/A—1,861-1,861-100%$416.7K———
Legacy Financial Advisors, Inc.
N/A—1,858-1,858-100%$416.0K———
Shufro Rose & Co LLC
N/A—1,857-1,857-100%$415.8K———
Carl P. Sherr & Co., LLC
N/A—1,851-1,851-100%$414.4K———
Quotient Wealth Partners, LLC
N/A—1,839-1,839-100%$411.8K———
AlphaGrep UK Ltd
N/A—1,826-1,826-100%$408.8K———
Bank of Marin
N/A—1,817-1,817-100%$406.8K———
ABN Amro Bank N.V.
N/A—1,816-1,816-100%$405.8K———
Game Plan Financial Advisors, LLC
N/A—1,799-1,799-100%$402.8K———
Wealth Management Associates, Inc.
N/A—1,799-1,799-100%$402.8K———
Lumbard & Kellner, LLC
N/A—1,787-1,787-100%$400.2K———
Evernest Financial Advisors, LLC
N/A—1,775-1,775-100%$397.4K———
Patron Partners, LLC
N/A—1,765-1,765-100%$395.2K———
Personal CFO Solutions, LLC
N/A—1,750-1,750-100%$406.4K———
Rehmann Capital Advisory Group
N/A—1,743-1,743-100%$386.9K———
PCM Encore, LLC
N/A—1,723-1,723-100%$385.8K———
Lafayette Investments, Inc.
N/A—1,720-1,720-100%$385.1K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—1,717-1,717-100%$384.4K———
Minot DeBlois Advisors LLC
N/A—1,716-1,716-100%$384.2K———
Fukoku Mutual Life Insurance Co
N/A—1,715-1,715-100%$381.6K———
Pitcairn Wealth Advisors LLC
N/A—1,698-1,698-100%$380.2K———
Palumbo Wealth Management LLC
N/A—1,685-1,685-100%$377.2K———
Rowlandmiller & Partners.adv
N/A—1,669-1,669-100%$373.7K———
Qtron Investments LLC
N/A—1,658-1,658-100%$371.1K———
Advisory Alpha, LLC
N/A—1,650-1,650-100%$369.4K———
Jaffetilchin Investment Partners, LLC
N/A—1,647-1,647-100%$368.7K———
United Bank
N/A—1,646-1,646-100%$368.4K———
Charter Research & Investment Group, Inc.
N/A—1,636-1,636-100%$366.3K———
Cary Street Partners Investment Advisory LLC
N/A—1,617-1,617-100%$362.0K———
Magnolia Capital Advisors LLC
N/A—1,617-1,617-100%$362.0K———
Florida Financial Advisors, LLC
N/A—1,603-1,603-100%$353.9K———
Allred Capital Management, LLC
N/A—1,596-1,596-100%$357.4K———
Cladis Investment Advisory, LLC
N/A—1,594-1,594-100%$356.9K———
WJ Financial Advisors LLC
N/A—1,594-1,594-100%$356.9K———
Coign Capital Advisors LLC
N/A—1,587-1,587-100%$355.3K———
Bolthouse Investments, LLC
N/A—1,583-1,583-100%$354.3K———
Bayesian Capital Management, LP
N/A—1,550-1,550-100%$347.0K———
Fortune Financial Advisors, LLC
N/A—1,544-1,544-100%$345.7K———
King Wealth Management Group
N/A—1,537-1,537-100%$344———
Twin Lakes Capital Management, LLC
N/A—1,535-1,535-100%$343.7K———
Marshall Financial Group, LLC
N/A—1,512-1,512-100%$338.4K———
De Lisle Partners LLP
N/A—1,500-1,500-100%$335.9K———
Aventura Private Wealth, LLC
N/A—1,491-1,491-100%$333.8K———
Resurgent Financial Advisors LLC
N/A—1,480-1,480-100%$331.4K———
Perennial Investment Advisors, LLC
N/A—1,478-1,478-100%$331.0K———
USA Financial Formulas
N/A—1,472-1,472-100%$329.6K———
Silver OAK Securities, Incorporated
N/A—1,464-1,464-100%$327.8K———
Trivium Point Advisory, LLC
N/A—1,464-1,464-100%$327.7K———
Keel Point, LLC
N/A—1,453-1,453-100%$325.3K———
Wealthquest Corp
N/A—1,452-1,452-100%$325.1K———
Cozad Asset Management Inc
N/A—1,433-1,433-100%$320.8K———
Allianz SE
N/A—1,420-1,420-100%$317.9K———
DF Dent & Co Inc
N/A—1,417-1,417-100%$317.4K———
IFG Advisory, LLC
N/A—1,410-1,410-100%$315.6K———
LOS Angeles Capital Management LLC
N/A—1,409-1,409-100%$315.5K———
RB Capital Management, LLC
N/A—1,401-1,401-100%$313.6K———
Vanguard National Trust Co
N/A—1,401-1,401-100%$313.6K———
KDT Advisors, LLC
N/A—1,380-1,380-100%$309.0K———
West Family Investments, Inc.
N/A—1,377-1,377-100%$308.3K———
Westfuller Advisors, LLC
N/A—1,376-1,376-100%$308.1K———
Rothschild Wealth LLC
N/A—1,375-1,375-100%$307.9K———
XTX Topco Ltd
N/A—1,361-1,361-100%$304.7K———
Waddell & Associates, LLC
N/A—1,355-1,355-100%$303.4K———
Graybill Wealth Management, Ltd.
N/A—1,349-1,349-100%$302.0K———
Fielder Capital Group LLC
N/A—1,343-1,343-100%$300.7K———
Proficio Capital Partners LLC
N/A—1,334-1,334-100%$298.7K———
Gateway Wealth Partners, LLC
N/A—1,322-1,322-100%$295.9K———
W1m Asset Management Ltd
N/A—1,319-1,319-100%$295.5K———
BSW Wealth Partners
N/A—1,305-1,305-100%$292.3K———
Mark Sheptoff Financial Planning, LLC
N/A—1,304-1,304-100%$292.0K———
Ingalls & Snyder LLC
N/A—1,304-1,304-100%$292———
Wrapmanager Inc
N/A—1,299-1,299-100%$290.9K———
Cape COD Five Cents Savings Bank
N/A—1,288-1,288-100%$288.4K———
Waterloo Capital, L.P.
N/A—1,282-1,282-100%$287.0K———
Earned Wealth Advisors, LLC
N/A—1,281-1,281-100%$286.8K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—1,278-1,278-100%$286.1K———
Summit Wealth Partners, LLC
N/A—1,278-1,278-100%$286.1K———
Flow Traders U.S. LLC
N/A—1,269-1,269-100%$284———
CIM Investment Management Inc
N/A—1,265-1,265-100%$283.3K———
Performance Wealth Partners, LLC
N/A—1,261-1,261-100%$282.4K———
Ostrum Asset Management
N/A—1,260-1,260-100%$282.1K———
Portland Global Advisors LLC
N/A—1,257-1,257-100%$281.4K———
Dash Acquisitions Inc.
N/A—1,254-1,254-100%$295.1K———
Pgim Custom Harvest LLC
N/A—1,253-1,253-100%$280.5K———
Cornerstone Advisory, LLC
N/A—1,252-1,252-100%$280.3K———
Ceeto Capital Group, LLC
N/A—1,250-1,250-100%$280———
Bramshill Investments, LLC
N/A—1,250-1,250-100%$279.9K———
CSS LLC
N/A—1,248-1,248-100%$279.4K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—1,242-1,242-100%$278.1K———
Guardian Wealth Advisors, LLC / NC
N/A—1,241-1,241-100%$277.9K———
TFR Capital, Llc.
N/A—1,237-1,237-100%$277.0K———
Next Capital Management LLC
N/A—1,220-1,220-100%$273.2K———
Heritage Wealth Advisors
N/A—1,216-1,216-100%$272.3K———
AssuredPartners Investment Advisors, LLC
N/A—1,207-1,207-100%$270.2K———
WPWealth LLP
N/A—1,200-1,200-100%$268.7K———
Encore Global Management, LP
N/A—1,200-1,200-100%$268.7K———
Rexford Capital Inc
N/A—1,190-1,190-100%$266.4K———
Quantum Portfolio Management LLC
N/A—1,183-1,183-100%$264.8K———
Marble Harbor Investment Counsel, LLC
N/A—1,176-1,176-100%$263.3K———
Auxano Advisors, LLC
N/A—1,175-1,175-100%$263.1K———
First Dallas Securities Inc.
N/A—1,175-1,175-100%$263.1K———
Sivia Capital Partners, LLC
N/A—1,165-1,165-100%$260.8K———
Oxford Financial Group, Ltd. LLC
N/A—1,154-1,154-100%$258.3K———
Laffer Tengler Investments, Inc.
N/A—1,153-1,153-100%$258.3K———
Menora Mivtachim Holdings Ltd.
N/A—1,150-1,150-100%$257.5K———
Keebeck Wealth Management
N/A—1,149-1,149-100%$257.3K———
Legacy Edge Advisors, LLC
N/A—1,145-1,145-100%$256.4K———
Bulltick Wealth Management, LLC
N/A—1,115-1,115-100%$249.6K———
Gallagher Fiduciary Advisors, LLC
N/A—1,113-1,113-100%$249.2K———
Hayek Kallen Investment Management
N/A—1,105-1,105-100%$247.0K———
Advyzon Investment Management, LLC
N/A—1,101-1,101-100%$247.6K———
Klcm Advisors, Inc.
N/A—1,094-1,094-100%$244.8K———
NCP Inc.
N/A—1,091-1,091-100%$244.3K———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,087-1,087-100%$243.4K———
Bernicke Wealth Management, Ltd.
N/A—1,082-1,082-100%$242.3K———
Drive Wealth Management, LLC
N/A—1,082-1,082-100%$242.3K———
Sun Financial Inc
N/A—1,077-1,077-100%$261.6K———
Faithward Advisors, LLC
N/A—1,076-1,076-100%$240.9K———
Magnetar Financial LLC
N/A—1,066-1,066-100%$238.7K———
Integrated Investment Consultants, LLC
N/A—1,065-1,065-100%$238.5K———
Symphony Financial Services, Inc.
N/A—1,058-1,058-100%$236.9K———
Circle Wealth Management, LLC
N/A—1,049-1,049-100%$234.9K———
Ethos Financial Group, LLC
N/A—1,045-1,045-100%$252.0K———
OneAscent Financial Services LLC
N/A—1,042-1,042-100%$233.4K———
IMA Advisory Services, Inc.
N/A—1,031-1,031-100%$230.8K———
Peak Asset Management, LLC
N/A—1,027-1,027-100%$229.8K———
Tudor Financial Inc.
N/A—1,025-1,025-100%$229.5K———
Bouchey Financial Group, Ltd.
N/A—1,023-1,023-100%$229.1K———
Private Capital Management, LLC
N/A—1,022-1,022-100%$228.8K———
Massar Capital Management, LP
N/A—1,021-1,021-100%$228.6K———
Rockbridge Investment Management, LCC
N/A—1,019-1,019-100%$228.0K———
Westerkirk Capital Inc.
N/A—1,018-1,018-100%$227.9K———
Centaurus Financial, Inc.
N/A—1,016-1,016-100%$227.0K———
Camelot Portfolios, LLC
N/A—1,015-1,015-100%$227.3K———
Bull Harbor Capital LLC
N/A—1,004-1,004-100%$229.5K———
Doheny Asset Management
N/A—995-995-100%$223———
Lowe Brockenbrough & Co Inc
N/A—979-979-100%$219.2K———
Old North State Trust, LLC
N/A—972-972-100%$218.0K———
Star Financial Bank
N/A—972-972-100%$217.5K———
Rice Partnership, LLC
N/A—960-960-100%$215.0K———
TRB Wealth Management, LLC
N/A—960-960-100%$214.9K———
Optas, LLC
N/A—955-955-100%$213.8K———
Cercano Management LLC
N/A—950-950-100%$212.7K———
LSV Asset Management
N/A—950-950-100%$213———
Addison Capital Co
N/A—941-941-100%$210.7K———
Medallion Wealth Advisors, LLC
N/A—941-941-100%$210.7K———
One Wealth Advisors, LLC
N/A—940-940-100%$210.5K———
Sagewood Asset Management LP
N/A—939-939-100%$210.2K———
Wulff, Hansen & Co.
N/A—929-929-100%$208.0K———
Atlas Legacy Advisors, LLC
N/A—922-922-100%$206.4K———
Okabena Investment Services Inc
N/A—916-916-100%$205.1K———
Kavar Capital Partners Group, LLC
N/A—915-915-100%$204.8K———
Spectrum Investment Advisors, Inc.
N/A—913-913-100%$204.4K———
Channel Wealth LLC
N/A—907-907-100%$203.1K———
Red Wave Investments LLC
N/A—903-903-100%$202.1K———
Acadian Asset Management LLC
N/A—902-902-100%$201———
Sender Co & Partners, Inc.
N/A—901-901-100%$201.7K———
One Charles Private Wealth Services, LLC
N/A—899-899-100%$201.3K———
Colonial Trust Co / SC
N/A—881-881-100%$197.3K———
Cyber Hornet ETFs LLC
N/A—861-861-100%$192.7K———
Innovative Asset Advisors Group, LLC
N/A—828-828-100%$185.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—824-824-100%$184.5K———
Quent Capital, LLC
N/A—819-819-100%$183.4K———
CVA Family Office, LLC
N/A—798-798-100%$178.7K———
Crewe Advisors LLC
N/A—780-780-100%$174.6K———
Philadelphia Investment Partners, LLC
N/A—761-761-100%$178.1K———
Greykasell Wealth Strategies, Inc.
N/A—758-758-100%$169.7K———
Westport Asset Management Inc
N/A—750-750-100%$167.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—744-744-100%$166.6K———
SHP Wealth Management
N/A—734-734-100%$164.3K———
Darwin Wealth Management, LLC
N/A—720-720-100%$161.3K———
Continuum Advisory, LLC
N/A—709-709-100%$158.6K———
Colonial Trust Advisors
N/A—707-707-100%$158.3K———
Groupe la Francaise
N/A—693-693-100%$155.2K———
Dunhill Financial, LLC
N/A—683-683-100%$152.9K———
Zions Bancorporation, National Association
N/A—676-676-100%$151.4K———
Centennial Bank
N/A—672-672-100%$150.3K———
Index Technologies Group LLC
N/A—653-653-100%$146.1K———
Ankerstar Wealth, LLC
N/A—621-621-100%$139.0K———
Parvin Asset Management, LLC
N/A—614-614-100%$137.5K———
SBI Okasan Asset Management Co.Ltd.
N/A—600-600-100%$136.7K———
Operose Advisors LLC
N/A—576-576-100%$129.0K———
VSM Wealth Advisory, LLC
N/A—575-575-100%$128.7K———
Hurricane Capital Advisors LLC
N/A—571-571-100%$127.8K———
Purpose Unlimited Inc.
N/A—567-567-100%$127.5K———
Core Alternative Capital
N/A—547-547-100%$122.5K———
Meramec Financial Planners, LLC
N/A—541-541-100%$133.0K———
Bank of the Bluegrass & Trust Co.
N/A—534-534-100%$112.6K———
Orion Capital Management LLC
N/A—533-533-100%$119.3K———
Heartland Advisors Inc
N/A—525-525-100%$117.5K———
Banque Transatlantique SA
N/A—508-508-100%$113.7K———
Keating Financial Advisory Services, Inc.
N/A—498-498-100%$111.5K———
GW&K Investment Management, LLC
N/A—465-465-100%$104———
Swiss RE LTD
N/A—454-454-100%$101.7K———
Loomis Sayles & Co L P
N/A—449-449-100%$100.9K———
ABS Investment Management LLC
N/A—448-448-100%$436.6K———
Pingora Partners LLC
N/A—443-443-100%$99.2K———
Cheviot Value Management, LLC
N/A—432-432-100%$96.7K———
Anchor Investment Management, LLC
N/A—421-421-100%$94.3K———
Cypress Capital Management LLC (WY)
N/A—413-413-100%$92.5K———
Addison Advisors LLC
N/A—405-405-100%$90.6K———
Westpac Banking Corp
N/A—398-398-100%$89.1K———
Investors Portfolio Services LLC
N/A—393-393-100%$87.9K———
Knuff & Co LLC
N/A—375-375-100%$84.0K———
Paladin Advisory Group, LLC
N/A—374-374-100%$83.7K———
SOA Wealth Advisors, Llc.
N/A—314-314-100%$70.3K———
Bruce G. Allen Investments, LLC
N/A—300-300-100%$67.2K———
Firsthand Capital Management, Inc.
N/A—290-290-100%$64.9K———
Fiduciary Financial Advisors
N/A—285-285-100%$62.7K———
Measured Wealth Private Client Group, LLC
N/A—240-240-100%$53.7K———
Napier Financial, LLC
N/A—238-238-100%$53.3K———
Bogart Wealth, LLC
N/A—231-231-100%$51.7K———
Atlantic Private Wealth, LLC
N/A—230-230-100%$51.5K———
Steigerwald, Gordon & Koch Inc.
N/A—221-221-100%$49.4K———
Quarry LP
N/A—213-213-100%$47.7K———
Strategic Investment Solutions, Inc.
N/A—200-200-100%$44.8K———
ESL Trust Services, LLC
N/A—188-188-100%$42.0K———
BNP Paribas
N/A—181-181-100%$41.3K———
Vision Retirement, LLC
N/A—169-169-100%$37.9K———
Toews Corp
N/A—156-156-100%$34.9K———
Sachetta, LLC
N/A—155-155-100%$34.6K———
Investment Counsel Co of Nevada
N/A—152-152-100%$34.0K———
Synergy Investment Management, LLC
N/A—151-151-100%$35.3K———
TD Capital Management LLC
N/A—149-149-100%$33.4K———
Meeder Asset Management Inc
N/A—129-129-100%$28.9K———
Hollencrest Capital Management
N/A—128-128-100%$28.7K———
Security National Bank of SO DAK
N/A—123-123-100%$27.4K———
Basepoint Wealth LLC
N/A—120-120-100%$26.9K———
Evelyn Partners Group Ltd
N/A—114-114-100%$25.5K———
Fourth Dimension Wealth, LLC
N/A—111-111-100%$24.7K———
1248 Management, LLC
N/A—104-104-100%$23.3K———
Kemnay Advisory Services Inc.
N/A—101-101-100%$22.6K———
Outlook Capital Management, LLC
N/A—100-100-100%$22.4K———
Providence Capital Advisors, LLC
N/A—100-100-100%$22.4K———
Millstone Evans Group, LLC
N/A—100-100-100%$22.4K———
Copia Wealth Management
N/A—98-98-100%$21.9K———
Centiva Capital, LP
N/A—93-93-100%$20.8K———
Roble, Belko & Company, Inc
N/A—90-90-100%$20———
Silicon Valley Capital Partners
N/A—87-87-100%$19.5K———
Walsh & Associates, LLC
N/A—80-80-100%$17.9K———
Riverview Trust Co
N/A—75-75-100%$16.8K———
Morse Asset Management, Inc
N/A—75-75-100%$16.8K———
Dogwood Wealth Management LLC
N/A—73-73-100%$16.3K———
PlanVest Financial, Inc
N/A—70-70-100%$15.7K———
Cornerstone Financial Management LLC
N/A—70-70-100%$15.7K———
Highland Investment Advisors LLC
N/A—70-70-100%$15.7K———
Protective Life Corp
N/A—68-68-100%$15.2K———
Coston, McIsaac & Partners
N/A—68-68-100%$15———
JPL Wealth Management, LLC
N/A—67-67-100%$14.9K———
Sittner & Nelson, LLC
N/A—61-61-100%$13.7K———
Teachers Insurance & Annuity Association of America
N/A—60-60-100%$13.4K———
Peterson Wealth Management
N/A—59-59-100%$13.1K———
Allied Private Wealth LLC
N/A—58-58-100%$12.8K———
Fortis Group Advisors, LLC
N/A—57-57-100%$12.8K———
S&T Bank
N/A—52-52-100%$11.5K———
Lavaca Capital LLC
N/A—50-50-100%$11.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—50-50-100%$11.1K———
Consultiva Wealth Management, Corp.
N/A—50-50-100%$11.2K———
Frazier Financial Advisors, LLC
N/A—50-50-100%$11.2K———
Gould Capital, LLC
N/A—50-50-100%$11.2K———
Wiser Advisor Group LLC
N/A—48-48-100%$10.7K———
Security National Bank of Sioux City Iowa
N/A—42-42-100%$9.3K———
Tidemark, LLC
N/A—41-41-100%$9.3K———
Graney & King, LLC
N/A—39-39-100%$8.7K———
Mcguire Capital Advisors Inc
N/A—38-38-100%$8.5K———
Pinney & Scofield, Inc.
N/A—38-38-100%$8.4K———
Strive Financial Group,LLC
N/A—38-38-100%$8.5K———
Kilter Group LLC
N/A—35-35-100%$7.8K———
WealthCollab, LLC
N/A—34-34-100%$7.5K———
Morgan Dempsey Capital Management LLC
N/A—31-31-100%$6.9K———
Mpwm Advisory Solutions, LLC
N/A—24-24-100%$5.4K———
Imprint Wealth LLC
N/A—22-22-100%$4.9K———
FWL Investment Management, LLC
N/A—19-19-100%$4.3K———
Ross\johnson & Associates LLC
N/A—17-17-100%$3.9K———
Boreal Capital Management LLC
N/A—16-16-100%$3.6K———
LGT Financial Advisors LLC
N/A—15-15-100%$3.4K———
Truvestments Capital LLC
N/A—15-15-100%$3.4K———
Oakmont Advisory Group, LLC
N/A—14-14-100%$3.2K———
Rialto Wealth Management, LLC
N/A—14-14-100%$3.1K———
Atlas Capital Advisors Inc.
N/A—12-12-100%$2.8K———
Avalon Trust Co
N/A—12-12-100%$2.7K———
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———
Westend Capital Management, LLC
N/A—2-2-100%$448———
Financial Life Planners
N/A—2-2-100%$448———
Battery Global Advisors, LLC
N/A—2-2-100%$448———
Raffa Wealth Management, LLC
N/A—1-1-100%$224———
Nova Wealth Management, Inc.
N/A—1-1-100%$224———
Showing 2292 of 2292 institutions