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Intel Corp (INTC)

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
Shares30,346,361 from 29,736,485
Change+609,876 (+2%)
Value$3.6B (-$503.6M)
Filed 2026-11-05
Assenagon Asset Management S.A.
INCREASED
Shares30,214,769 from 16,151,467
Change+14,063,302 (+87%)
Value$3.6B (+$1.4B)
Filed 2026-10-15
Dimensional Fund Advisors LP
DECREASED
Shares17,477,884 from 17,669,851
Change-191,967 (-1%)
Value$2.1B (-$364.8M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares12,666,693 from 11,626,397
Change+1,040,296 (+9%)
Value$1.5B (-$100.5M)
Filed 2026-11-05
Citigroup Inc
DECREASED
Shares12,463,027 from 15,291,750
Change-2,828,723 (-18%)
Value$1.5B (-$636.8M)
Filed 2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares10,401,145 from 10,600,700
Change-199,555 (-2%)
Value$1.3B (-$229.6M)
Filed 2026-10-29
ProShare Advisors LLC
INCREASED
Shares6,585,227 from 5,928,257
Change+656,970 (+11%)
Value$791.7M (-$36.0M)
Filed 2026-10-29
Principal Financial Group Inc
INCREASED
Shares6,205,874 from 5,301,170
Change+904,704 (+17%)
Value$746.1M (+$5.9M)
Filed 2026-11-02
Swedbank AB
INCREASED
Shares6,136,136 from 5,624,892
Change+511,244 (+9%)
Value$737.7M (-$47.7M)
Filed 2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares6,107,040 from 4,658,124
Change+1,448,916 (+31%)
Value$734.2M (+$83.8M)
Filed 2026-11-03
Neos Investment Management LLC
INCREASED
Shares4,349,733 from 3,697,172
Change+652,561 (+18%)
Value$523.0M (+$6.7M)
Filed 2026-11-04
Robeco Institutional Asset Management B.V.
INCREASED
Shares4,282,977 from 3,748,266
Change+534,711 (+14%)
Value$514.9M (-$8.4M)
Filed 2026-10-20
Temasek Holdings (Private) Ltd
NEW
Shares3,684,210
Change+3,684,210
Value$443.0M
Filed 2026-10-28
New York State Teachers Retirement System
INCREASED
Shares3,625,130 from 3,583,226
Change+41,904 (+1%)
Value$435.8K (-$499.9M)
Filed 2026-10-22
DekaBank Deutsche Girozentrale
INCREASED
Shares3,606,211 from 2,841,433
Change+764,778 (+27%)
Value$422.0K (+$303.6K)
Filed 2026-10-27
KBC Group NV
INCREASED
Shares3,468,274 from 2,522,820
Change+945,454 (+37%)
Value$417.0K (-$351.8M)
Filed 2026-10-22
Pictet Asset Management Holding SA
INCREASED
Shares2,923,124 from 2,578,123
Change+345,001 (+13%)
Value$351.2M (-$8.8M)
Filed 2026-11-03
Daiwa Securities Group Inc.
DECREASED
Shares2,603,943 from 3,817,730
Change-1,213,787 (-32%)
Value$313.1M (-$220.0M)
Filed 2026-10-29
CIBC Asset Management Inc
INCREASED
Shares2,567,577 from 2,280,175
Change+287,402 (+13%)
Value$308.7M (-$9.7M)
Filed 2026-11-05
Asset Management One Co., Ltd.
INCREASED
Shares2,164,007 from 2,094,705
Change+69,302 (+3%)
Value$260.2M (-$32.3M)
Filed 2026-10-27
MacKenzie Financial Corp
INCREASED
Shares2,024,555 from 1,519,383
Change+505,172 (+33%)
Value$243.4M (+$31.3M)
Filed 2026-11-02
Alecta Tjanstepension Omsesidigt
UNCHANGED
Shares2,009,600 from 2,009,600
Change0 (0%)
Value$241.4M (-$38.9M)
Filed 2026-11-02
WT Asset Management Ltd
INCREASED
Shares1,891,184 from 1,166,919
Change+724,265 (+62%)
Value$227.4M (+$64.4M)
Filed 2026-10-28
AGF Management LTD
INCREASED
Shares1,861,123 from 7,607
Change+1,853,516 (+24366%)
Value$223.8M (+$222.7M)
Filed 2026-11-03
FengHe Fund Management Pte. Ltd.
NEW
Shares1,771,800
Change+1,771,800
Value$213.0M
Filed 2026-11-02
Cardano Risk Management B.V.
INCREASED
Shares1,763,596 from 1,341,703
Change+421,893 (+31%)
Value$212.0K (+$24.7K)
Filed 2026-10-20
Oriental Harbor Investment Master Fund
DECREASED
Shares1,758,128 from 1,849,390
Change-91,262 (-5%)
Value$211.4M (-$46.9M)
Filed 2026-10-22
Creative Planning
INCREASED
Shares1,725,059 from 1,541,526
Change+183,533 (+12%)
Value$207.4M (-$7.8M)
Filed 2026-11-02
GF Fund Management Co. Ltd.
INCREASED
Shares1,715,319 from 1,073,321
Change+641,998 (+60%)
Value$206.2M (+$56.4M)
Filed 2026-10-26
SEB Asset Management AB
INCREASED
Shares1,683,343 from 1,508,396
Change+174,947 (+12%)
Value$202.4M (-$8.2M)
Filed 2026-11-04
Keybank National Association
DECREASED
Shares1,467,668 from 1,483,658
Change-15,990 (-1%)
Value$176.5M (-$30.7M)
Filed 2026-11-04
Rakuten Investment Management, Inc.
INCREASED
Shares1,463,998 from 1,261,023
Change+202,975 (+16%)
Value$169.7M (+$3.6M)
Filed 2026-10-30
Czech National Bank
INCREASED
Shares1,427,696 from 1,344,757
Change+82,939 (+6%)
Value$171.7M (-$16.1M)
Filed 2026-10-13
State of New Jersey Common Pension Fund D
DECREASED
Shares1,420,280 from 1,420,564
Change-284 (0%)
Value$170.8M (-$27.6M)
Filed 2026-11-05
Strs Ohio
DECREASED
Shares1,415,185 from 1,479,628
Change-64,443 (-4%)
Value$170.1M (-$36.5M)
Filed 2026-10-30
Retirement Systems of Alabama
INCREASED
Shares1,400,535 from 1,266,576
Change+133,959 (+11%)
Value$168.4M (-$8.5M)
Filed 2026-11-04
Vontobel Holding Ltd.
INCREASED
Shares1,341,972 from 1,227,252
Change+114,720 (+9%)
Value$161.3M (-$10.0M)
Filed 2026-10-16
Mn Services Vermogensbeheer B.V.
INCREASED
Shares1,293,848 from 1,279,548
Change+14,300 (+1%)
Value$155.6K (-$178.5M)
Filed 2026-10-08
State of Michigan Retirement System
INCREASED
Shares1,248,453 from 1,209,653
Change+38,800 (+3%)
Value$150.1M (-$18.8M)
Filed 2026-10-27
Arizona State Retirement System
INCREASED
Shares1,230,363 from 1,219,079
Change+11,284 (+1%)
Value$147.9M (-$22.3M)
Filed 2026-11-03
Calamos Advisors LLC
DECREASED
Shares1,210,149 from 1,268,305
Change-58,156 (-5%)
Value$145.5M (-$31.6M)
Filed 2026-11-02
Candriam S.C.A.
INCREASED
Shares1,200,085 from 627,783
Change+572,302 (+91%)
Value$144.8M (+$57.2M)
Filed 2026-11-03
UniSuper Management Pty Ltd
INCREASED
Shares1,142,011 from 948,350
Change+193,661 (+20%)
Value$137.3M (+$4.9M)
Filed 2026-10-26
Swiss Life Asset Management Ltd
INCREASED
Shares1,118,956 from 730,604
Change+388,352 (+53%)
Value$134.5M (+$32.5M)
Filed 2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares1,097,808 from 1,043,501
Change+54,307 (+5%)
Value$132.0M (-$13.7M)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares1,063,609 from 675,304
Change+388,305 (+58%)
Value$127.9M (+$33.6M)
Filed 2026-10-30
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares1,050,694 from 1,111,634
Change-60,940 (-5%)
Value$126.3M (-$28.9M)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,049,167 from 527,393
Change+521,774 (+99%)
Value$125.9M (+$58.9M)
Filed 2026-11-04
Nisa Investment Advisors, LLC
DECREASED
Shares1,042,762 from 1,053,835
Change-11,073 (-1%)
Value$125.4M (-$21.8M)
Filed 2026-10-20
IFM Investors Pty Ltd
INCREASED
Shares1,038,704 from 1,004,380
Change+34,324 (+3%)
Value$124.9M (-$15.4M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares988,090 from 724,206
Change+263,884 (+36%)
Value$94.0M (+$23.3M)
Filed 2026-10-13
Xponance LLC
INCREASED
Shares924,247 from 846,607
Change+77,640 (+9%)
Value$111.1M (-$7.1M)
Filed 2026-11-03
Aegon Asset Management UK PLC
INCREASED
Shares918,171 from 785,558
Change+132,613 (+17%)
Value$110.4M (+$704.2K)
Filed 2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED
Shares823,661 from 782,422
Change+41,239 (+5%)
Value$99.0M (-$10.2M)
Filed 2026-10-19
iA Global Asset Management Inc.
INCREASED
Shares820,776 from 765,836
Change+54,940 (+7%)
Value$98.7M (-$8.3M)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares816,854 from 880,369
Change-63,515 (-7%)
Value$98.2M (-$24.7M)
Filed 2026-11-02
Parnassus Investments, LLC
DECREASED
Shares816,653 from 893,410
Change-76,757 (-9%)
Value$98.2M (-$26.6M)
Filed 2026-10-22
Amalgamated Bank
INCREASED
Shares815,849 from 798,985
Change+16,864 (+2%)
Value$98.1K (-$111.5M)
Filed 2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares807,367 from 757,759
Change+49,608 (+7%)
Value$97.1M (-$8.7M)
Filed 2026-10-20
New York Life Investment Management LLC
INCREASED
Shares736,601 from 704,143
Change+32,458 (+5%)
Value$88.6M (-$9.8M)
Filed 2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares718,165 from 318,837
Change+399,328 (+125%)
Value$86.3K (-$44.4M)
Filed 2026-10-22
Gateway Investment Advisers LLC
INCREASED
Shares704,773 from 661,245
Change+43,528 (+7%)
Value$84.7M (-$7.6M)
Filed 2026-10-13
OP Asset Management Ltd
INCREASED
Shares692,376 from 522,008
Change+170,368 (+33%)
Value$83.2M (+$10.4M)
Filed 2026-11-05
Border to Coast Pensions Partnership Ltd
INCREASED
Shares670,109 from 608,759
Change+61,350 (+10%)
Value$80.4K (-$84.9M)
Filed 2026-10-09
Profund Advisors LLC
DECREASED
Shares640,309 from 674,183
Change-33,874 (-5%)
Value$77.0M (-$17.2M)
Filed 2026-10-29
Oregon Public Employees Retirement Fund
INCREASED
Shares610,916 from 580,816
Change+30,100 (+5%)
Value$73.5M (-$7.6M)
Filed 2026-10-30
State of Alaska, Department of Revenue
INCREASED
Shares592,941 from 585,164
Change+7,777 (+1%)
Value$71.3K (-$81.6M)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares586,471 from 579,946
Change+6,525 (+1%)
Value$70.5M (-$10.5M)
Filed 2026-11-02
J. Safra Sarasin Holding AG
INCREASED
Shares586,042 from 571,643
Change+14,399 (+3%)
Value$65.9M (-$8.2M)
Filed 2026-10-26
Louisiana State Employees Retirement System
INCREASED
Shares575,600 from 564,600
Change+11,000 (+2%)
Value$69.2M (-$9.6M)
Filed 2026-10-20
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED
Shares572,272 from 240,100
Change+332,172 (+138%)
Value$68.8M (+$35.3M)
Filed 2026-11-04
Raiffeisen Bank International AG
INCREASED
Shares532,718 from 514,755
Change+17,963 (+3%)
Value$61.8M (-$6.0M)
Filed 2026-10-28
TB Alternative Assets Ltd.
DECREASED
Shares529,505 from 586,946
Change-57,441 (-10%)
Value$63.7M (-$18.3M)
Filed 2026-10-16
Ethic Inc.
INCREASED
Shares525,262 from 498,001
Change+27,261 (+5%)
Value$63.2M (-$6.4M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares524,525 from 509,140
Change+15,385 (+3%)
Value$63.1M (-$8.0M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares524,282 from 633,875
Change-109,593 (-17%)
Value$63.0M (-$25.4M)
Filed 2026-11-05
SteelPeak Wealth, LLC
DECREASED
Shares523,665 from 580,058
Change-56,393 (-10%)
Value$63.0M (-$18.0M)
Filed 2026-10-16
Achmea Investment Management B.V.
NEW
Shares517,785
Change+517,785
Value$62.3M
Filed 2026-10-30
Yousif Capital Management, LLC
INCREASED
Shares517,357 from 516,348
Change+1,009 (+0%)
Value$62.2M (-$9.9M)
Filed 2026-10-22
Mutual of America Capital Management LLC
INCREASED
Shares504,236 from 483,487
Change+20,749 (+4%)
Value$60.6M (-$6.9M)
Filed 2026-10-23
Roffman Miller Associates Inc
INCREASED
Shares502,217 from 391,859
Change+110,358 (+28%)
Value$60.4M (+$5.7M)
Filed 2026-10-19
Aigh Capital Management LLC
DECREASED
Shares500,000 from 623,500
Change-123,500 (-20%)
Value$60.1M (-$26.9M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares499,540 from 476,654
Change+22,886 (+5%)
Value$60.1M (-$6.5M)
Filed 2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED
Shares475,281 from 508,159
Change-32,878 (-6%)
Value$57.1M (-$13.8M)
Filed 2026-10-22
Schwartz Investment Counsel Inc
INCREASED
Shares469,140 from 408,122
Change+61,018 (+15%)
Value$56.4M (-$581.4K)
Filed 2026-10-26
ASR Vermogensbeheer N.V.
DECREASED
Shares464,576 from 470,596
Change-6,020 (-1%)
Value$55.9M (-$9.9M)
Filed 2026-10-16
Leonteq Securities AG
DECREASED
Shares411,812 from 537,320
Change-125,508 (-23%)
Value$49.5M (-$25.5M)
Filed 2026-10-29
Heritage Investors Management Corp
DECREASED
Shares405,578 from 422,405
Change-16,827 (-4%)
Value$48.8M (-$10.2M)
Filed 2026-10-29
Locust Wood Capital Advisers, LLC
NEW
Shares403,910
Change+403,910
Value$48.6M
Filed 2026-11-03
Cacti Asset Management LLC
DECREASED
Shares393,669 from 394,669
Change-1,000 (0%)
Value$45.6M (-$9.5M)
Filed 2026-10-01
Ninety One UK Ltd
INCREASED
Shares383,051 from 377,810
Change+5,241 (+1%)
Value$46.1M (-$6.7M)
Filed 2026-10-15
Capstone Capital Management Ltd
NEW
Shares375,531
Change+375,531
Value$45.2M
Filed 2026-10-21
Motley Fool Asset Management LLC
DECREASED
Shares365,077 from 371,153
Change-6,076 (-2%)
Value$43.9M (-$7.9M)
Filed 2026-10-27
Generali Asset Management SPA SGR
INCREASED
Shares364,094 from 348,006
Change+16,088 (+5%)
Value$43.8M (-$4.8M)
Filed 2026-10-26
ABN Amro Investment Solutions
INCREASED
Shares359,762 from 270,985
Change+88,777 (+33%)
Value$43.3M (+$5.4M)
Filed 2026-10-21
Aware Super Pty Ltd as trustee of Aware Super
DECREASED
Shares359,545 from 445,028
Change-85,483 (-19%)
Value$43.2M (-$18.9M)
Filed 2026-10-30
China Universal Asset Management Co., Ltd.
INCREASED
Shares350,775 from 267,454
Change+83,321 (+31%)
Value$40.9M (+$3.5M)
Filed 2026-10-28
Caitong International Asset Management Co., Ltd
INCREASED
Shares349,982 from 249,363
Change+100,619 (+40%)
Value$42.1M (+$7.3M)
Filed 2026-10-29
Virginia Retirement Systems ET Al
DECREASED
Shares349,150 from 742,744
Change-393,594 (-53%)
Value$42.0M (-$61.7M)
Filed 2026-10-28
Gulf International Bank (UK) Ltd
UNCHANGED
Shares343,686 from 343,686
Change0 (0%)
Value$41.3K (-$47.9M)
Filed 2026-10-20
Certuity, LLC
DECREASED
Shares326,072 from 328,834
Change-2,762 (-1%)
Value$39.2M (-$6.7M)
Filed 2026-11-02
Meitav Investment House LTD
INCREASED
Shares310,687 from 299,213
Change+11,474 (+4%)
Value$37.4M (-$4.4M)
Filed 2026-10-28
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares291,561 from 302,157
Change-10,596 (-4%)
Value$35.1M (-$7.1M)
Filed 2026-10-09
HB Wealth Management, LLC
INCREASED
Shares285,064 from 229,844
Change+55,220 (+24%)
Value$34.3M (+$2.2M)
Filed 2026-10-23
Imc-Chicago, LLC
DECREASED
Shares281,484 from 1,054,100
Change-772,616 (-73%)
Value$33.8M (-$113.3M)
Filed 2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares280,402 from 290,276
Change-9,874 (-3%)
Value$33.7M (-$6.8M)
Filed 2026-10-22
Consolidated Capital Management, LLC
DECREASED
Shares276,976 from 282,864
Change-5,888 (-2%)
Value$33.3M (-$6.2M)
Filed 2026-10-13
TD Waterhouse Canada Inc.
DECREASED
Shares269,560 from 369,989
Change-100,429 (-27%)
Value$32.6M (-$14.4M)
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares267,299 from 255,582
Change+11,717 (+5%)
Value$32.1M (-$3.5M)
Filed 2026-10-23
Hartford Investment Management Co
INCREASED
Shares265,967 from 261,192
Change+4,775 (+2%)
Value$32.0M (-$4.5M)
Filed 2026-11-04
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares250,076 from 247,504
Change+2,572 (+1%)
Value$30.1M (-$4.5M)
Filed 2026-10-30
Compagnie Lombard Odier SCmA
DECREASED
Shares249,484 from 263,954
Change-14,470 (-5%)
Value$30.0M (-$6.9M)
Filed 2026-11-04
Marathon Strategic Advisors, LLC
DECREASED
Shares233,647 from 233,660
Change-13 (0%)
Value$28.1M (-$4.5M)
Filed 2026-10-20
LEE Danner & Bass Inc
DECREASED
Shares224,916 from 227,005
Change-2,089 (-1%)
Value$27.0M (-$4.7M)
Filed 2026-10-27
Midwest Trust Co
INCREASED
Shares223,419 from 201,620
Change+21,799 (+11%)
Value$26.9M (-$1.3M)
Filed 2026-10-22
M&G Plc
DECREASED
Shares221,704 from 229,289
Change-7,585 (-3%)
Value$26.6M (-$5.5M)
Filed 2026-11-04
Crossmark Global Holdings, Inc.
INCREASED
Shares220,500 from 215,093
Change+5,407 (+3%)
Value$26.5M (-$3.5M)
Filed 2026-10-21
Global X Japan Co., Ltd.
INCREASED
Shares220,152 from 216,325
Change+3,827 (+2%)
Value$26.5M (-$3.7M)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares219,204 from 191,897
Change+27,307 (+14%)
Value$26.4M (-$404.5K)
Filed 2026-10-08
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares210,871 from 192,749
Change+18,122 (+9%)
Value$25.4M (-$1.6M)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares209,522 from 116,278
Change+93,244 (+80%)
Value$25.2M (+$9.0M)
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares208,936 from 205,439
Change+3,497 (+2%)
Value$25.1M (-$3.6M)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares200,984 from 192,202
Change+8,782 (+5%)
Value$24.2M (-$2.7M)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares197,700 from 208,562
Change-10,862 (-5%)
Value$23.8M (-$5.4M)
Filed 2026-10-26
Carrhae Capital LLP
NEW
Shares197,123
Change+197,123
Value$23.7M
Filed 2026-10-20
AIA Group Ltd
DECREASED
Shares194,216 from 195,851
Change-1,635 (-1%)
Value$23.4M (-$4.0M)
Filed 2026-10-30
Fisher Funds Management LTD
DECREASED
Shares183,971 from 193,971
Change-10,000 (-5%)
Value$22.1M (-$5.0M)
Filed 2026-10-13
First Citizens Bank & Trust Co
INCREASED
Shares183,098 from 46,896
Change+136,202 (+290%)
Value$22.0M (+$15.5M)
Filed 2026-10-14
Westchester Capital Management, Inc.
DECREASED
Shares180,154 from 180,439
Change-285 (0%)
Value$21.7M (-$3.5M)
Filed 2026-10-23
Tokio Marine Asset Management Co LTD
INCREASED
Shares169,244 from 168,669
Change+575 (+0%)
Value$20.3M (-$3.2M)
Filed 2026-10-26
D.A. Davidson & Co.
DECREASED
Shares166,848 from 170,855
Change-4,007 (-2%)
Value$20.1M (-$3.8M)
Filed 2026-10-28
Matthew Goff Investment Advisor, LLC
INCREASED
Shares166,533 from 166,004
Change+529 (+0%)
Value$20.0M (-$3.2M)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares165,199 from 146,843
Change+18,356 (+13%)
Value$19.9M (-$641.7K)
Filed 2026-10-30
Channing Capital Management, LLC
INCREASED
Shares165,025 from 128,751
Change+36,274 (+28%)
Value$19.8M (+$1.9M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares164,312 from 88,341
Change+75,971 (+86%)
Value$19.8M (+$7.4M)
Filed 2026-10-21
Oak Grove Capital LLC
INCREASED
Shares162,250 from 45,500
Change+116,750 (+257%)
Value$19.5M (+$13.2M)
Filed 2026-10-09
Illinois Municipal Retirement Fund
INCREASED
Shares162,217 from 132,695
Change+29,522 (+22%)
Value$19.5M (+$975.1K)
Filed 2026-11-05
Regions Financial Corp
INCREASED
Shares160,673 from 138,950
Change+21,723 (+16%)
Value$19.3M (-$83.9K)
Filed 2026-11-05
Factory Mutual Insurance Co
DECREASED
Shares159,900 from 160,000
Change-100 (0%)
Value$19.2M (-$3.1M)
Filed 2026-10-30
E. Ohman J:or Asset Management AB
INCREASED
Shares158,305 from 155,005
Change+3,300 (+2%)
Value$19.0M (-$2.6M)
Filed 2026-10-22
PKO Investment Management Joint-Stock Co
DECREASED
Shares154,000 from 162,000
Change-8,000 (-5%)
Value$18.5M (-$4.1M)
Filed 2026-10-19
CenterBook Partners LP
INCREASED
Shares153,514 from 10,357
Change+143,157 (+1382%)
Value$18.5M (+$17.0M)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares152,269 from 113,613
Change+38,656 (+34%)
Value$18.3M (+$2.4M)
Filed 2026-10-29
Maytree Asset Management Ltd
INCREASED
Shares151,192 from 107,539
Change+43,653 (+41%)
Value$18.2M (+$3.2M)
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares146,211 from 120,060
Change+26,151 (+22%)
Value$17.6M (+$815.0K)
Filed 2026-10-26
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares145,900 from 145,900
Change0 (0%)
Value$17.5M (-$2.8M)
Filed 2026-10-21
Exchange Traded Concepts, LLC
DECREASED
Shares145,432 from 224,646
Change-79,214 (-35%)
Value$17.5M (-$13.9M)
Filed 2026-10-28
Premier Fund Managers Ltd
NEW
Shares142,813
Change+142,813
Value$16.6K
Filed 2026-11-02
Anchor Capital Advisors LLC
DECREASED
Shares142,025 from 233,195
Change-91,170 (-39%)
Value$17.1M (-$15.5M)
Filed 2026-11-05
Vestor Capital, LLC
INCREASED
Shares140,047 from 5,636
Change+134,411 (+2385%)
Value$18.8K (+$18.7K)
Filed 2026-11-04
North Dakota State Investment Board
INCREASED
Shares139,939 from 129,279
Change+10,660 (+8%)
Value$16.8M (-$1.2M)
Filed 2026-10-27
Y.D. More Investments Ltd
INCREASED
Shares139,895 from 120,218
Change+19,677 (+16%)
Value$16.7M (-$39.9K)
Filed 2026-11-02
Kintegral Advisory, LLC
INCREASED
Shares138,329 from 137,548
Change+781 (+1%)
Value$16.6M (-$2.6M)
Filed 2026-10-16
Capital Investment Advisors, LLC
DECREASED
Shares138,321 from 144,313
Change-5,992 (-4%)
Value$16.6M (-$3.5M)
Filed 2026-10-22
Welch & Forbes LLC
DECREASED
Shares138,114 from 139,049
Change-935 (-1%)
Value$16.6M (-$2.8M)
Filed 2026-11-04
Nippon Life Global Investors Americas, Inc.
NEW
Shares134,510
Change+134,510
Value$16.2M
Filed 2026-10-29
Choreo, LLC
INCREASED
Shares130,801 from 129,387
Change+1,414 (+1%)
Value$15.7M (-$2.3M)
Filed 2026-10-28
Foundation Resource Management Inc
DECREASED
Shares130,108 from 133,779
Change-3,671 (-3%)
Value$15.6M (-$3.0M)
Filed 2026-10-19
Teamwork Financial Advisors, LLC
NEW
Shares129,502
Change+129,502
Value$15.6M
Filed 2026-10-19
Bokf, NA
INCREASED
Shares127,608 from 124,224
Change+3,384 (+3%)
Value$15.3M (-$2.0M)
Filed 2026-10-27
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares126,938 from 126,938
Change0 (0%)
Value$17.7M ($0)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED
Shares126,487 from 99,864
Change+26,623 (+27%)
Value$15.2M (+$1.3M)
Filed 2026-10-20
Baugh & Associates, LLC
INCREASED
Shares125,464 from 118,750
Change+6,714 (+6%)
Value$13.7M (-$2.9M)
Filed 2026-10-16
Bochk Asset Management Ltd
INCREASED
Shares125,000 from 95,050
Change+29,950 (+32%)
Value$15.0M (+$1.8M)
Filed 2026-10-29
Philip James Wealth Mangement, LLC
DECREASED
Shares124,300 from 163,366
Change-39,066 (-24%)
Value$14.9M (-$7.9M)
Filed 2026-10-27
GFS Advisors, LLC
INCREASED
Shares123,157 from 120,681
Change+2,476 (+2%)
Value$14.8M (+$14.8M)
Filed 2026-11-03
Plato Investment Management Ltd
INCREASED
Shares122,142 from 117,493
Change+4,649 (+4%)
Value$14.7M (-$1.6M)
Filed 2026-11-05
Howard Capital Management, LLC
DECREASED
Shares121,840 from 121,906
Change-66 (0%)
Value$14.6M (-$2.4M)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares121,419 from 144,658
Change-23,239 (-16%)
Value$14.6M (-$5.6M)
Filed 2026-10-15
Wesbanco Bank Inc
DECREASED
Shares120,368 from 120,864
Change-496 (0%)
Value$14.5M (-$2.4M)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares119,474 from 113,634
Change+5,840 (+5%)
Value$14.4M (-$1.5M)
Filed 2026-10-08
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares119,392 from 136,692
Change-17,300 (-13%)
Value$14.4M (-$4.7M)
Filed 2026-10-21
Citizens Financial Group Inc
INCREASED
Shares118,305 from 96,851
Change+21,454 (+22%)
Value$14.2M (+$700.5K)
Filed 2026-10-23
Quadrant Capital Group LLC
INCREASED
Shares117,058 from 111,992
Change+5,066 (+5%)
Value$12.0M (-$3.6M)
Filed 2026-10-20
OpenArc Corporate Advisory, LLC
INCREASED
Shares115,613 from 51,438
Change+64,175 (+125%)
Value$13.9M (+$6.7M)
Filed 2026-10-21
Cohen Klingenstein LLC
DECREASED
Shares115,520 from 115,700
Change-180 (0%)
Value$13.9M (-$2.3M)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares112,974 from 126,386
Change-13,412 (-11%)
Value$13.6M (-$4.0M)
Filed 2026-10-30
Americana Partners, LLC
INCREASED
Shares111,563 from 79,826
Change+31,737 (+40%)
Value$13.4M (+$2.3M)
Filed 2026-10-28
NorthCrest Asset Manangement, LLC
INCREASED
Shares110,475 from 78,759
Change+31,716 (+40%)
Value$11.8M (+$3.0M)
Filed 2026-10-13
FFG Partners, LLC
INCREASED
Shares108,846 from 84,093
Change+24,753 (+29%)
Value$13.1M (+$1.3M)
Filed 2026-10-15
Praxis Investment Management Inc
INCREASED
Shares105,973 from 88,826
Change+17,147 (+19%)
Value$12.7M (+$338.0K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
INCREASED
Shares104,799 from 99,092
Change+5,707 (+6%)
Value$12.6M (-$1.2M)
Filed 2026-11-04
Fideuram Asset Management (Ireland) dac
DECREASED
Shares103,878 from 153,429
Change-49,551 (-32%)
Value$11.0M (-$7.7M)
Filed 2026-10-29
Jamison Private Wealth Management, Inc.
INCREASED
Shares103,432 from 103,421
Change+11 (+0%)
Value$12.4M (-$2.0M)
Filed 2026-10-14
Argyle Capital Management, LLC
DECREASED
Shares102,325 from 102,925
Change-600 (-1%)
Value$12.3M (-$2.1M)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares102,175 from 69,505
Change+32,670 (+47%)
Value$12.3M (+$2.6M)
Filed 2026-11-03
WealthPlan Investment Management, LLC
DECREASED
Shares101,479 from 102,069
Change-590 (-1%)
Value$12.2M (-$2.1M)
Filed 2026-10-15
Mirador Capital Partners LP
DECREASED
Shares101,051 from 101,157
Change-106 (0%)
Value$12.1M (-$2.0M)
Filed 2026-10-09
Prospera Financial Services Inc
DECREASED
Shares100,904 from 264,972
Change-164,068 (-62%)
Value$6.6M (-$30.4M)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares100,752 from 86,910
Change+13,842 (+16%)
Value$12.1M (-$21.9K)
Filed 2026-10-08
Kurv Investment Management LLC
INCREASED
Shares100,131 from 93,235
Change+6,896 (+7%)
Value$12.0M (-$979.7K)
Filed 2026-10-28
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares97,213 from 91,830
Change+5,383 (+6%)
Value$11.7M (-$1.1M)
Filed 2026-10-22
Tema Etfs LLC
INCREASED
Shares96,778 from 88,456
Change+8,322 (+9%)
Value$11.6M (-$715.5K)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares96,355 from 123,593
Change-27,238 (-22%)
Value$11.6M (+$11.6M)
Filed 2026-11-02
Decker Retirement Planning Inc.
INCREASED
Shares96,088 from 163
Change+95,925 (+58850%)
Value$11.6M (+$11.5M)
Filed 2026-10-19
Parallel Advisors, LLC
INCREASED
Shares95,941 from 95,599
Change+342 (+0%)
Value$11.5M (-$1.8M)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED
Shares95,038 from 6,498
Change+88,540 (+1363%)
Value$11.4M (+$10.5M)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares94,626 from 90,338
Change+4,288 (+5%)
Value$11.4M (-$1.2M)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares94,583 from 105,510
Change-10,927 (-10%)
Value$11.4M (-$3.4M)
Filed 2026-10-27
MGO One Seven LLC
INCREASED
Shares94,480 from 72,357
Change+22,123 (+31%)
Value$11.4M (+$1.3M)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED
Shares93,557 from 92,657
Change+900 (+1%)
Value$11.2M (-$1.7M)
Filed 2026-11-05
Old Port Advisors
DECREASED
Shares92,544 from 94,707
Change-2,163 (-2%)
Value$11.1M (-$2.1M)
Filed 2026-10-23
Calamos Wealth Management LLC
DECREASED
Shares91,318 from 98,222
Change-6,904 (-7%)
Value$11.0M (-$2.7M)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares91,162 from 100,295
Change-9,133 (-9%)
Value$11.0M (-$3.0M)
Filed 2026-10-15
Harbor Island Capital LLC
DECREASED
Shares90,645 from 115,051
Change-24,406 (-21%)
Value$10.9M (-$5.2M)
Filed 2026-10-23
Palisade Asset Management, LLC
DECREASED
Shares89,961 from 92,171
Change-2,210 (-2%)
Value$10.8M (-$2.1M)
Filed 2026-11-03
Investment House LLC
INCREASED
Shares89,252 from 10,839
Change+78,413 (+723%)
Value$10.7M (+$9.2M)
Filed 2026-10-21
Counterpoint Mutual Funds LLC
INCREASED
Shares88,782 from 56,132
Change+32,650 (+58%)
Value$10.7M (+$2.8M)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares88,721 from 94,371
Change-5,650 (-6%)
Value$10.7M (-$2.5M)
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares88,695 from 90,036
Change-1,341 (-1%)
Value$10.7M (-$1.9M)
Filed 2026-10-29
Tctc Holdings, LLC
DECREASED
Shares88,149 from 89,221
Change-1,072 (-1%)
Value$10.6M (-$1.9M)
Filed 2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares87,866 from 103,965
Change-16,099 (-15%)
Value$10.5M (-$3.9M)
Filed 2026-10-29
Acorn Financial Advisory Services Inc
INCREASED
Shares87,108 from 67,163
Change+19,945 (+30%)
Value$10.5M (+$1.1M)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares86,710 from 29,480
Change+57,230 (+194%)
Value$10.4M (+$6.3M)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares86,470 from 89,232
Change-2,762 (-3%)
Value$10.4M (-$2.1M)
Filed 2026-11-03
Chicago Capital, LLC
INCREASED
Shares84,700 from 76,796
Change+7,904 (+10%)
Value$10.2M (-$539.5K)
Filed 2026-10-13
Oak Thistle LLC
INCREASED
Shares82,999 from 51,716
Change+31,283 (+60%)
Value$10.0M (+$2.8M)
Filed 2026-10-21
Bonness Enterprises Inc
UNCHANGED
Shares81,850 from 81,850
Change0 (0%)
Value$9.8M (-$1.6M)
Filed 2026-10-08
Glenview Trust Co
DECREASED
Shares81,733 from 81,978
Change-245 (0%)
Value$9.8M (-$1.6M)
Filed 2026-10-28
Valeo Financial Advisors, LLC
INCREASED
Shares81,585 from 81,172
Change+413 (+1%)
Value$9.8M (-$1.5M)
Filed 2026-10-08
Sentry LLC
DECREASED
Shares81,253 from 82,019
Change-766 (-1%)
Value$9.8M (-$1.7M)
Filed 2026-10-30
Ascent Group, LLC
INCREASED
Shares79,903 from 77,879
Change+2,024 (+3%)
Value$9.6M (-$1.3M)
Filed 2026-10-30
Bouvel Investment Partners, LLC
DECREASED
Shares78,704 from 126,137
Change-47,433 (-38%)
Value$9.5M (-$8.1M)
Filed 2026-10-13
Vest Financial, LLC
DECREASED
Shares78,564 from 79,456
Change-892 (-1%)
Value$9.4M (-$1.6M)
Filed 2026-10-21
BNC Wealth Management, LLC
INCREASED
Shares78,394 from 13,298
Change+65,096 (+490%)
Value$9.4M (+$7.6M)
Filed 2026-10-19
Chicago Partners Investment Group LLC
INCREASED
Shares77,948 from 69,757
Change+8,191 (+12%)
Value$6.8M (-$213.3K)
Filed 2026-10-27
Cullen T Bankers, Inc.
INCREASED
Shares77,766 from 75,928
Change+1,838 (+2%)
Value$9.3M (-$1.3M)
Filed 2026-10-28
Xcel Wealth Management, LLC
INCREASED
Shares77,469 from 19,789
Change+57,680 (+291%)
Value$9.3M (+$6.6M)
Filed 2026-10-26
Wedbush Securities Inc
DECREASED
Shares76,678 from 78,647
Change-1,969 (-2%)
Value$9.2K (-$11.0M)
Filed 2026-10-22
RWQ Financial Management Services, Inc.
INCREASED
Shares76,565 from 36,345
Change+40,220 (+111%)
Value$9.2M (+$4.1M)
Filed 2026-10-19
Brookstone Capital Management
DECREASED
Shares75,837 from 88,459
Change-12,622 (-14%)
Value$9.1M (-$3.2M)
Filed 2026-10-22
Bahl & Gaynor LLC
DECREASED
Shares75,692 from 76,095
Change-403 (-1%)
Value$9.1M (-$1.5M)
Filed 2026-11-05
Signaturefd, LLC
DECREASED
Shares75,614 from 77,688
Change-2,074 (-3%)
Value$9.1M (-$1.8M)
Filed 2026-10-23
Pinnacle Associates LTD
DECREASED
Shares75,069 from 75,236
Change-167 (0%)
Value$9.0M (-$1.5M)
Filed 2026-10-20
Modera Wealth Management, LLC
INCREASED
Shares74,022 from 72,570
Change+1,452 (+2%)
Value$8.9M (-$1.2M)
Filed 2026-10-28
Bdf-Gestion
DECREASED
Shares73,771 from 83,126
Change-9,355 (-11%)
Value$8.9M (+$6.8M)
Filed 2026-10-19
Nichols & Pratt Advisers LLP
DECREASED
Shares73,329 from 76,045
Change-2,716 (-4%)
Value$8.8M (-$1.8M)
Filed 2026-10-13
John G Ullman & Associates Inc
DECREASED
Shares71,336 from 73,999
Change-2,663 (-4%)
Value$8.6M (-$1.8M)
Filed 2026-11-04
First Nebraska Trust Co
DECREASED
Shares71,332 from 74,022
Change-2,690 (-4%)
Value$8.6M (-$1.8M)
Filed 2026-10-30
Axxcess Wealth Management, LLC
DECREASED
Shares70,609 from 77,389
Change-6,780 (-9%)
Value$8.5M (-$2.3M)
Filed 2026-10-21
Monarch Capital Management Inc
DECREASED
Shares70,537 from 72,107
Change-1,570 (-2%)
Value$8.5M (-$1.6M)
Filed 2026-10-19
American State Bank (Iowa)
DECREASED
Shares70,486 from 78,985
Change-8,499 (-11%)
Value$8.5M (-$2.6M)
Filed 2026-11-03
Grimes & Co Wealth Management, LLC
INCREASED
Shares69,755 from 67,910
Change+1,845 (+3%)
Value$8.4M (-$1.1M)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED
Shares69,693 from 50,476
Change+19,217 (+38%)
Value$8.4M (+$1.7M)
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares69,603 from 69,648
Change-45 (0%)
Value$8.4M (-$1.4M)
Filed 2026-11-04
Petredis Investment Advisors LLC
NEW
Shares69,594
Change+69,594
Value$8.4M
Filed 2026-10-20
Toth Financial Advisory Corp
DECREASED
Shares68,809 from 71,194
Change-2,385 (-3%)
Value$8.3M (-$1.7M)
Filed 2026-10-08
Jericho Financial, LLP
DECREASED
Shares68,479 from 68,887
Change-408 (-1%)
Value$8.2M (-$1.4M)
Filed 2026-10-13
Crestwood Advisors Group, LLC
INCREASED
Shares68,396 from 65,297
Change+3,099 (+5%)
Value$8.2M (-$894.1K)
Filed 2026-10-27
Harrington Investments, Inc
DECREASED
Shares68,099 from 69,367
Change-1,268 (-2%)
Value$8.2M (-$1.5M)
Filed 2026-10-14
Bailard, Inc.
INCREASED
Shares66,313 from 54,691
Change+11,622 (+21%)
Value$8.0M (+$336.3K)
Filed 2026-10-13
Jnba Financial Advisors
INCREASED
Shares66,298 from 65,771
Change+527 (+1%)
Value$8.0M (-$1.2M)
Filed 2026-11-03
QSM Asset Management Ltd
INCREASED
Shares64,519 from 43,019
Change+21,500 (+50%)
Value$7.6M (+$1.6M)
Filed 2026-11-05
Norden Group LLC
INCREASED
Shares63,871 from 47,020
Change+16,851 (+36%)
Value$7.7M (+$1.1M)
Filed 2026-10-20
180 Wealth Advisors, LLC
DECREASED
Shares63,767 from 64,588
Change-821 (-1%)
Value$7.7M (-$1.4M)
Filed 2026-11-03
Maxi Investments CY Ltd
INCREASED
Shares63,100 from 12,500
Change+50,600 (+405%)
Value$7.6K (-$1.7M)
Filed 2026-10-26
Salem Investment Counselors Inc
INCREASED
Shares62,527 from 61,527
Change+1,000 (+2%)
Value$7.5M (-$1.1M)
Filed 2026-10-13
Collar Capital Management, LLC
INCREASED
Shares62,280 from 61,867
Change+413 (+1%)
Value$7.5M (-$1.2M)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED
Shares61,582 from 70,910
Change-9,328 (-13%)
Value$7.4M (-$2.5M)
Filed 2026-10-23
VestGen Advisors, LLC
INCREASED
Shares61,522 from 53,650
Change+7,872 (+15%)
Value$7.4M (-$94.5K)
Filed 2026-10-27
Murphy Pohlad Asset Management LLC
DECREASED
Shares61,296 from 69,252
Change-7,956 (-11%)
Value$7.4M (-$2.3M)
Filed 2026-10-22
VMS Asset Management Limited
NEW
Shares60,936
Change+60,936
Value$7.3M
Filed 2026-10-15
Union Bancaire Privee, UBP SA
NEW
Shares60,936
Change+60,936
Value$55.5M
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED
Shares60,725 from 60,071
Change+654 (+1%)
Value$7.3M (-$1.1M)
Filed 2026-10-23
Glass Wealth Management Co LLC
DECREASED
Shares60,651 from 60,901
Change-250 (0%)
Value$7.3M (-$1.2M)
Filed 2026-10-28
Verdence Capital Advisors LLC
INCREASED
Shares60,649 from 56,776
Change+3,873 (+7%)
Value$7.3M (-$635.8K)
Filed 2026-10-26
Associated Banc-Corp
DECREASED
Shares59,290 from 60,919
Change-1,629 (-3%)
Value$7.1M (-$1.4M)
Filed 2026-10-30
Oppenheimer Asset Management Inc.
DECREASED
Shares58,880 from 75,555
Change-16,675 (-22%)
Value$7.1M (-$3.5M)
Filed 2026-10-27
Sky Investment Group LLC
NEW
Shares58,280
Change+58,280
Value$7.0M
Filed 2026-10-30
Busey Bank
DECREASED
Shares57,740 from 58,809
Change-1,069 (-2%)
Value$6.9M (-$1.3M)
Filed 2026-10-26
North Star Investment Management Corp.
INCREASED
Shares57,245 from 56,962
Change+283 (+1%)
Value$6.9M (-$1.1M)
Filed 2026-10-27
Frank, Rimerman Advisors LLC
DECREASED
Shares56,985 from 67,238
Change-10,253 (-15%)
Value$6.9M (-$2.5M)
Filed 2026-10-16
Hoertkorn Richard Charles
INCREASED
Shares56,875 from 56,725
Change+150 (+0%)
Value$6.8M (-$1.1M)
Filed 2026-11-04
Insight Advisors, LLC/ PA
DECREASED
Shares56,103 from 56,118
Change-15 (0%)
Value$6.7M (-$1.1M)
Filed 2026-10-22
111 Capital
INCREASED
Shares55,723 from 51,055
Change+4,668 (+9%)
Value$6.7M (-$429.2K)
Filed 2026-11-03
Heck Capital Advisors, LLC
NEW
Shares55,714
Change+55,714
Value$6.7M
Filed 2026-10-14
Lipe & Dalton
DECREASED
Shares55,094 from 56,094
Change-1,000 (-2%)
Value$6.6K (-$1.2K)
Filed 2026-10-15
Indiana Trust & Investment Management Co
INCREASED
Shares54,892 from 44,622
Change+10,270 (+23%)
Value$6.6M (+$369.1K)
Filed 2026-10-22
Fifth Third Wealth Advisors LLC
DECREASED
Shares54,721 from 56,054
Change-1,333 (-2%)
Value$6.6M (-$1.2M)
Filed 2026-10-22
Crystal Rock Capital Management
DECREASED
Shares54,350 from 55,925
Change-1,575 (-3%)
Value$6.5M (-$1.3M)
Filed 2026-10-28
Royal Fund Management, LLC
INCREASED
Shares53,624 from 32,846
Change+20,778 (+63%)
Value$6.4M (+$1.9M)
Filed 2026-10-22
Neville Rodie & Shaw Inc
UNCHANGED
Shares53,527 from 53,527
Change0 (0%)
Value$6.4K (-$1.0K)
Filed 2026-10-05
Dynamic Advisor Solutions LLC
INCREASED
Shares53,278 from 52,738
Change+540 (+1%)
Value$6.4M (-$958.3K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares52,680 from 50,719
Change+1,961 (+4%)
Value$6.3M (-$748.3K)
Filed 2026-10-22
Avanza Fonder AB
INCREASED
Shares52,270 from 42,757
Change+9,513 (+22%)
Value$6.3M (+$314.3K)
Filed 2026-10-13
Axxion S.A.
DECREASED
Shares52,047 from 62,812
Change-10,765 (-17%)
Value$6.3M (-$2.5M)
Filed 2026-10-22
Victrix Investment Advisors
DECREASED
Shares51,876 from 54,381
Change-2,505 (-5%)
Value$6.2M (-$1.4M)
Filed 2026-10-13
Trust Asset Management LLC
UNCHANGED
Shares51,805 from 51,805
Change0 (0%)
Value$6.2M (-$1.0M)
Filed 2026-11-03
Parcion Private Wealth LLC
INCREASED
Shares51,679 from 45,501
Change+6,178 (+14%)
Value$6.2M (-$139.9K)
Filed 2026-10-28
Moran Wealth Management, LLC
INCREASED
Shares51,428 from 47,073
Change+4,355 (+9%)
Value$6.2M (-$389.6K)
Filed 2026-10-22
Paragon Capital Management Inc
UNCHANGED
Shares51,405 from 51,405
Change0 (0%)
Value$6.2M (-$997.3K)
Filed 2026-10-15
Wedmont Private Capital
INCREASED
Shares51,184 from 32,396
Change+18,788 (+58%)
Value$5.5M (+$1.9M)
Filed 2026-10-09
Burney Co/
INCREASED
Shares51,029 from 50,723
Change+306 (+1%)
Value$6.1M (-$947.2K)
Filed 2026-10-15
Mystic Asset Management, Inc.
DECREASED
Shares50,584 from 51,209
Change-625 (-1%)
Value$6.1M (-$1.1M)
Filed 2026-10-15
Brown Shipley& Co Ltd
INCREASED
Shares50,444 from 47,787
Change+2,657 (+6%)
Value$6.1M (-$607.6K)
Filed 2026-10-09
Hunter Associates Investment Management LLC
DECREASED
Shares50,257 from 52,115
Change-1,858 (-4%)
Value$6.0M (-$1.2M)
Filed 2026-10-26
Venture Visionary Partners LLC
INCREASED
Shares49,596 from 39,580
Change+10,016 (+25%)
Value$6.0M (+$436.4K)
Filed 2026-10-07
Ferguson Wellman Capital Management, Inc
INCREASED
Shares49,462 from 48,552
Change+910 (+2%)
Value$5.9M (-$832.5K)
Filed 2026-10-05
FNY Investment Advisers, LLC
INCREASED
Shares49,316 from 9,280
Change+40,036 (+431%)
Value$5.9K (+$4.6K)
Filed 2026-10-16
Jacobs & Co
DECREASED
Shares48,773 from 48,833
Change-60 (0%)
Value$5.9K (-$954)
Filed 2026-10-09
Farnam Financial LLC
DECREASED
Shares48,417 from 51,426
Change-3,009 (-6%)
Value$4.4M (-$2.8M)
Filed 2026-10-21
Everett Harris & Co
UNCHANGED
Shares48,415 from 48,415
Change0 (0%)
Value$5.8M (-$939.3K)
Filed 2026-10-28
Triasima Portfolio Management inc.
DECREASED
Shares48,282 from 61,940
Change-13,658 (-22%)
Value$5.8M (-$2.8M)
Filed 2026-10-15
Evergreen Capital Management LLC
INCREASED
Shares48,130 from 45,553
Change+2,577 (+6%)
Value$5.8M (-$573.8K)
Filed 2026-10-23
Park National Corp
DECREASED
Shares47,953 from 49,068
Change-1,115 (-2%)
Value$5.8M (-$1.1M)
Filed 2026-10-05
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares47,793 from 47,542
Change+251 (+1%)
Value$5.7M (-$887.4K)
Filed 2026-10-15
Perigon Wealth Management, LLC
DECREASED
Shares47,166 from 57,407
Change-10,241 (-18%)
Value$5.7M (-$2.3M)
Filed 2026-10-22
Accel Wealth Management
DECREASED
Shares47,079 from 47,927
Change-848 (-2%)
Value$5.7M (-$1.0M)
Filed 2026-10-13
Arjuna Capital
INCREASED
Shares47,003 from 45,029
Change+1,974 (+4%)
Value$5.7M (-$636.2K)
Filed 2026-11-03
Courier Capital LLC
INCREASED
Shares46,961 from 45,351
Change+1,610 (+4%)
Value$5.6M (-$686.2K)
Filed 2026-10-19
Curbstone Financial Management Corp
DECREASED
Shares45,953 from 46,889
Change-936 (-2%)
Value$5.5M (-$1.0M)
Filed 2026-10-21
Uhlmann Price Securities, LLC
DECREASED
Shares45,450 from 45,518
Change-68 (0%)
Value$5.5M (-$891.2K)
Filed 2026-11-03
Mount Vernon Associates Inc
DECREASED
Shares45,111 from 46,121
Change-1,010 (-2%)
Value$5.4M (-$1.0M)
Filed 2026-10-26
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares45,090 from 45,186
Change-96 (0%)
Value$5.4M (-$888.2K)
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares44,933
Change+44,933
Value$5.4M
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares44,921 from 39,297
Change+5,624 (+14%)
Value$5.4M (-$86.2K)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares44,855 from 36,815
Change+8,040 (+22%)
Value$5.3M (+$172.1K)
Filed 2026-10-23
AlphaCore Capital LLC
INCREASED
Shares44,428 from 34,194
Change+10,234 (+30%)
Value$5.3M (+$567.1K)
Filed 2026-11-04
Orca Investment Management, LLC
DECREASED
Shares44,143 from 49,937
Change-5,794 (-12%)
Value$5.3M (-$1.7M)
Filed 2026-10-29
Community Bank & Trust, Waco, Texas
INCREASED
Shares44,041 from 34,525
Change+9,516 (+28%)
Value$5.3K (-$4.8M)
Filed 2026-10-19
Excalibur Management Corp
DECREASED
Shares43,907 from 46,446
Change-2,539 (-5%)
Value$5.3M (-$1.2M)
Filed 2026-11-02
NBT Bank, N.A.
DECREASED
Shares43,822 from 43,878
Change-56 (0%)
Value$5.3M (-$858.0K)
Filed 2026-10-21
Parametrica Management Ltd
INCREASED
Shares43,500 from 30,000
Change+13,500 (+45%)
Value$5.2M (+$1.0M)
Filed 2026-10-27
Johnson Bixby & Associates, LLC
INCREASED
Shares43,289 from 39,665
Change+3,624 (+9%)
Value$5.2M (-$333.8K)
Filed 2026-10-14
Howland Capital Management LLC
DECREASED
Shares43,268 from 43,308
Change-40 (0%)
Value$5.2M (-$845.0K)
Filed 2026-10-22
Cigna Investments Inc
INCREASED
Shares42,473 from 41,413
Change+1,060 (+3%)
Value$5.1K (-$5.8M)
Filed 2026-10-19
Diversify Advisory Services, LLC
INCREASED
Shares42,454 from 27,201
Change+15,253 (+56%)
Value$4.0M (+$1.6M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares42,454 from 27,201
Change+15,253 (+56%)
Value$4.0M (+$1.6M)
Filed 2026-10-20
Cidel Asset Management Inc
DECREASED
Shares42,262 from 62,985
Change-20,723 (-33%)
Value$5.1M (-$3.7M)
Filed 2026-10-29
Csenge Advisory Group
INCREASED
Shares42,209 from 36,117
Change+6,092 (+17%)
Value$5.1M (+$31.7K)
Filed 2026-11-04
Atlatl Advisers LLC
DECREASED
Shares42,161 from 46,787
Change-4,626 (-10%)
Value$5.1M (-$1.5M)
Filed 2026-10-22
Fulcrum Asset Management LLP
INCREASED
Shares42,022 from 28,250
Change+13,772 (+49%)
Value$4.9M (+$1.2M)
Filed 2026-11-04
Cullinan Associates Inc
DECREASED
Shares41,964 from 52,789
Change-10,825 (-21%)
Value$5.0M (-$2.3M)
Filed 2026-11-03
Krilogy Financial LLC
INCREASED
Shares41,744 from 33,390
Change+8,354 (+25%)
Value$4.2M (-$431.5K)
Filed 2026-10-13
Cache Advisors, LLC
INCREASED
Shares41,574 from 29,786
Change+11,788 (+40%)
Value$5.0M (+$839.4K)
Filed 2026-10-16
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares41,489 from 6,585
Change+34,904 (+530%)
Value$5.0M (+$4.1M)
Filed 2026-10-14
Trek Financial, LLC
DECREASED
Shares40,988 from 97,170
Change-56,182 (-58%)
Value$4.9M (-$8.6M)
Filed 2026-10-29
Tufton Capital Management
DECREASED
Shares40,928 from 41,740
Change-812 (-2%)
Value$4.9K (-$5.8M)
Filed 2026-10-20
HWG Holdings LP
NEW
Shares40,849
Change+40,849
Value$4.9M
Filed 2026-10-08
Pacific Wealth Management
INCREASED
Shares40,802 from 40,524
Change+278 (+1%)
Value$4.9M (-$752.7K)
Filed 2026-10-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares40,759 from 20,557
Change+20,202 (+98%)
Value$4.9M (+$2.0M)
Filed 2026-11-03
InvesTrust
DECREASED
Shares40,307 from 43,339
Change-3,032 (-7%)
Value$4.8M (-$1.2M)
Filed 2026-10-14
Everhart Financial Group, Inc.
INCREASED
Shares40,106 from 38,872
Change+1,234 (+3%)
Value$4.8M (-$605.8K)
Filed 2026-10-08
StoneX Group Inc.
INCREASED
Shares39,614 from 12,037
Change+27,577 (+229%)
Value$4.6M (+$3.0M)
Filed 2026-11-03
Trust Co of Vermont
DECREASED
Shares39,424 from 42,176
Change-2,752 (-7%)
Value$4.7M (-$1.1M)
Filed 2026-10-21
Portfolio Design Labs, LLC
INCREASED
Shares39,382 from 38,785
Change+597 (+2%)
Value$4.7M (-$680.7K)
Filed 2026-11-04
Knights of Columbus Asset Advisors LLC
DECREASED
Shares39,176 from 68,399
Change-29,223 (-43%)
Value$4.7M (-$4.8M)
Filed 2026-11-05
Premier Path Wealth Partners, LLC
INCREASED
Shares39,078 from 38,216
Change+862 (+2%)
Value$4.7M (-$637.8K)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares38,966 from 37,919
Change+1,047 (+3%)
Value$4.7M (-$609.8K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
DECREASED
Shares38,819 from 47,957
Change-9,138 (-19%)
Value$4.7M (-$2.0M)
Filed 2026-10-21
First National Trust Co
DECREASED
Shares38,810 from 41,355
Change-2,545 (-6%)
Value$4.7M (-$1.1M)
Filed 2026-10-28
Rakuten Securities, Inc.
DECREASED
Shares38,739 from 55,877
Change-17,138 (-31%)
Value$4.7M (-$3.1M)
Filed 2026-11-02
Aaron Wealth Advisors LLC
DECREASED
Shares38,679 from 45,307
Change-6,628 (-15%)
Value$4.7M (-$1.7M)
Filed 2026-10-13
ROI Financial Advisors, LLC
INCREASED
Shares38,646 from 37,718
Change+928 (+2%)
Value$4.6M (-$620.2K)
Filed 2026-10-19
Shikiar Asset Management Inc
INCREASED
Shares38,580 from 2,570
Change+36,010 (+1401%)
Value$4.6K (-$354.4K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares38,230 from 38,552
Change-322 (-1%)
Value$4.6M (-$786.6K)
Filed 2026-10-05
MCF Advisors LLC
INCREASED
Shares38,074 from 37,837
Change+237 (+1%)
Value$4.6M (-$705.5K)
Filed 2026-10-28
Parsons Capital Management Inc
INCREASED
Shares38,042 from 37,936
Change+106 (+0%)
Value$4.6M (-$723.2K)
Filed 2026-10-28
Trust Co of Toledo NA
DECREASED
Shares37,816 from 37,887
Change-71 (0%)
Value$4.5M (-$743.5K)
Filed 2026-10-16
Motive Wealth Advisors
INCREASED
Shares37,771 from 4,467
Change+33,304 (+746%)
Value$4.5M (+$3.9M)
Filed 2026-10-26
Nkcfo LLC
INCREASED
Shares37,500 from 34,000
Change+3,500 (+10%)
Value$4.5M (-$238.0K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares37,449 from 27,473
Change+9,976 (+36%)
Value$4.5M (+$666.6K)
Filed 2026-11-04
Schear Investment Advisers, LLC
NEW
Shares36,836
Change+36,836
Value$4.4M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares36,836 from 11,936
Change+24,900 (+209%)
Value$4.4M (+$2.8M)
Filed 2026-10-14
Perpetual Ltd
INCREASED
Shares36,810 from 34,052
Change+2,758 (+8%)
Value$4.4M (-$329.0K)
Filed 2026-10-13
Rahlfs Capital, LLC
UNCHANGED
Shares36,759 from 36,759
Change0 (0%)
Value$4.4M (-$713.1K)
Filed 2026-10-23
Atlas Brown,Inc.
INCREASED
Shares36,749 from 35,965
Change+784 (+2%)
Value$4.4M (-$603.5K)
Filed 2026-10-09
Gemmer Asset Management LLC
INCREASED
Shares36,506 from 36,374
Change+132 (+0%)
Value$4.4M (-$689.8K)
Filed 2026-10-16
VCI Wealth Management LLC
INCREASED
Shares36,369 from 33,032
Change+3,337 (+10%)
Value$4.4M (-$239.6K)
Filed 2026-10-29
Meyer Handelman Co
UNCHANGED
Shares36,160 from 36,160
Change0 (0%)
Value$4.3M (-$701.5K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
INCREASED
Shares36,067 from 33,217
Change+2,850 (+9%)
Value$4.3M (-$301.8K)
Filed 2026-10-13
Patten & Patten Inc
DECREASED
Shares35,998 from 36,363
Change-365 (-1%)
Value$4.3M (-$749.3K)
Filed 2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares35,822 from 37,907
Change-2,085 (-5%)
Value$4.3M (-$986.1K)
Filed 2026-10-23
XML Financial, LLC
DECREASED
Shares35,624 from 38,573
Change-2,949 (-8%)
Value$4.3M (-$1.1M)
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares35,580 from 37,837
Change-2,257 (-6%)
Value$4.3M (-$1.0M)
Filed 2026-10-27
Genus Capital Management Inc.
INCREASED
Shares35,480 from 7,980
Change+27,500 (+345%)
Value$4.3M (+$3.2M)
Filed 2026-11-04
Leelyn Smith, LLC
DECREASED
Shares35,473 from 35,663
Change-190 (-1%)
Value$4.3M (-$714.7K)
Filed 2026-11-03
AMG National Trust Bank
INCREASED
Shares35,138 from 33,444
Change+1,694 (+5%)
Value$4.2M (-$445.1K)
Filed 2026-11-05
Soltis Investment Advisors LLC
INCREASED
Shares35,000 from 32,834
Change+2,166 (+7%)
Value$4.2M (-$376.5K)
Filed 2026-10-28
Robocap Asset Management Ltd
INCREASED
Shares34,892 from 19,615
Change+15,277 (+78%)
Value$4.2M (+$1.5M)
Filed 2026-11-02
Philadelphia Trust Co
INCREASED
Shares34,764 from 34,659
Change+105 (+0%)
Value$4.2M (-$659.0K)
Filed 2026-11-05
October Effect Ltd
DECREASED
Shares34,572 from 36,941
Change-2,369 (-6%)
Value$4.2M (-$1.0M)
Filed 2026-10-20
Alta Advisers Ltd
INCREASED
Shares34,328 from 18,124
Change+16,204 (+89%)
Value$4.1M (+$1.6M)
Filed 2026-11-02
Oak Asset Management, LLC
DECREASED
Shares34,202 from 34,327
Change-125 (0%)
Value$4.1M (-$681.0K)
Filed 2026-10-13
Avestar Capital, LLC
DECREASED
Shares33,811 from 41,572
Change-7,761 (-19%)
Value$4.1M (-$1.7M)
Filed 2026-10-28
Kercheville Advisors, LLC
DECREASED
Shares33,780 from 35,381
Change-1,601 (-5%)
Value$4.1M (-$878.9K)
Filed 2026-10-19
First Horizon Corp
DECREASED
Shares33,159 from 33,464
Change-305 (-1%)
Value$4.0M (-$685.9K)
Filed 2026-10-26
Katamaran Capital LLP
NEW
Shares32,709
Change+32,709
Value$3.9M
Filed 2026-10-27
Chicago Trust Co NA
DECREASED
Shares32,480 from 34,218
Change-1,738 (-5%)
Value$3.9M (-$872.8K)
Filed 2026-10-28
Cohen Capital Management, Inc.
UNCHANGED
Shares32,472 from 32,472
Change0 (0%)
Value$3.9M (-$630.0K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED
Shares32,290 from 25,985
Change+6,305 (+24%)
Value$3.9M (+$253.9K)
Filed 2026-10-16
Kathmere Capital Management, LLC
INCREASED
Shares32,101 from 29,942
Change+2,159 (+7%)
Value$3.9M (-$321.3K)
Filed 2026-10-20
Carderock Capital Management Inc
UNCHANGED
Shares32,000 from 32,000
Change0 (0%)
Value$3.8M (-$620.8K)
Filed 2026-10-22
Focused Wealth Management, Inc
INCREASED
Shares31,762 from 30,878
Change+884 (+3%)
Value$3.8M (-$492.7K)
Filed 2026-10-30
Integrity Alliance, Llc.
INCREASED
Shares31,611 from 28,195
Change+3,416 (+12%)
Value$3.8M (-$136.3K)
Filed 2026-10-29
Supplemental Annuity Collective Trust of NJ
INCREASED
Shares31,440 from 30,302
Change+1,138 (+4%)
Value$3.8M (-$451.0K)
Filed 2026-11-02
Unison Advisors LLC
UNCHANGED
Shares31,357 from 31,357
Change0 (0%)
Value$3.8M (-$608.3K)
Filed 2026-10-29
Birch Hill Investment Advisors LLC
DECREASED
Shares31,200 from 31,800
Change-600 (-2%)
Value$3.8M (-$689.1K)
Filed 2026-10-16
Corundum Group, Inc.
INCREASED
Shares31,041 from 29,853
Change+1,188 (+4%)
Value$3.7M (-$436.3K)
Filed 2026-10-28
DT Investment Partners, LLC
UNCHANGED
Shares31,004 from 31,004
Change0 (0%)
Value$3.7M (-$601.5K)
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares30,922 from 33,922
Change-3,000 (-9%)
Value$3.7M (-$1.0M)
Filed 2026-10-26
Meridian Wealth Management, LLC
DECREASED
Shares30,890 from 62,178
Change-31,288 (-50%)
Value$3.6M (-$5.0M)
Filed 2026-11-05
Howard Financial Services, Ltd.
INCREASED
Shares30,696 from 29,589
Change+1,107 (+4%)
Value$3.7M (-$440.9K)
Filed 2026-10-15
Confluence Wealth Services, Inc.
INCREASED
Shares30,661 from 29,821
Change+840 (+3%)
Value$3.7M (-$477.6K)
Filed 2026-11-05
Eagle Global Advisors LLC
DECREASED
Shares30,555 from 30,558
Change-3 (0%)
Value$3.7M (-$593.2K)
Filed 2026-11-02
Meridian Investment Counsel Inc.
DECREASED
Shares30,490 from 31,100
Change-610 (-2%)
Value$3.7M (-$676.7K)
Filed 2026-10-14
Eastern Bank
DECREASED
Shares30,331 from 34,237
Change-3,906 (-11%)
Value$3.6M (-$1.1M)
Filed 2026-10-05
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares30,155 from 30,265
Change-110 (0%)
Value$3.6M (-$600.4K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares30,116 from 33,834
Change-3,718 (-11%)
Value$3.6M (-$1.1M)
Filed 2026-10-23
Simplicity Wealth,LLC
INCREASED
Shares29,979 from 25,989
Change+3,990 (+15%)
Value$3.6M (-$24.4K)
Filed 2026-10-23
Generali Investments, Management Co LLC
INCREASED
Shares29,757 from 25,257
Change+4,500 (+18%)
Value$3.6M (+$51.0K)
Filed 2026-10-19
Private Wealth Partners, LLC
INCREASED
Shares29,646 from 25,696
Change+3,950 (+15%)
Value$3.6M (-$23.6K)
Filed 2026-10-22
Masterinvest Kapitalanlage GmbH
DECREASED
Shares29,443 from 72,964
Change-43,521 (-60%)
Value$3.5M (-$6.6M)
Filed 2026-11-03
Primoris Wealth Advisors, LLC
DECREASED
Shares29,434 from 29,609
Change-175 (-1%)
Value$3.5M (-$595.5K)
Filed 2026-10-28
Southland Equity Partners LLC
INCREASED
Shares29,288 from 28,157
Change+1,131 (+4%)
Value$3.5M (-$410.3K)
Filed 2026-10-14
Wasatch Advisors LP
DECREASED
Shares29,180 from 29,774
Change-594 (-2%)
Value$3.5M (-$649.0K)
Filed 2026-10-13
Wealth Architects, LLC
DECREASED
Shares29,096 from 29,296
Change-200 (-1%)
Value$3.5M (-$592.4K)
Filed 2026-11-03
Elyxium Wealth, LLC
DECREASED
Shares28,804 from 28,982
Change-178 (-1%)
Value$3.5M (-$583.7K)
Filed 2026-10-27
Chesley Taft & Associates LLC
DECREASED
Shares28,719 from 29,548
Change-829 (-3%)
Value$3.5M (-$672.9K)
Filed 2026-10-13
GAM Holding AG
INCREASED
Shares28,716 from 24,242
Change+4,474 (+18%)
Value$3.5M (+$67.6K)
Filed 2026-11-03
Alpha Family Trust
UNCHANGED
Shares28,710 from 28,710
Change0 (0%)
Value$4.0M ($0)
Filed 2026-11-04
Investors Asset Management of Georgia Inc
INCREASED
Shares28,550 from 28,317
Change+233 (+1%)
Value$3.4M (-$521.3K)
Filed 2026-10-20
KMG Fiduciary Partners, LLC
DECREASED
Shares28,376 from 29,694
Change-1,318 (-4%)
Value$3.4M (-$734.5K)
Filed 2026-10-14
Northeast Investment Management
INCREASED
Shares28,322 from 26,010
Change+2,312 (+9%)
Value$3.4M (-$226.6K)
Filed 2026-10-30
Graphene Investments SAS
INCREASED
Shares28,300 from 20,800
Change+7,500 (+36%)
Value$3.4M (+$498.2K)
Filed 2026-10-22
Chickasaw Capital Management LLC
UNCHANGED
Shares28,205 from 28,205
Change0 (0%)
Value$3.4M (+$3.4M)
Filed 2026-10-08
CX Institutional
INCREASED
Shares28,142 from 23,203
Change+4,939 (+21%)
Value$3.4K (+$144)
Filed 2026-10-02
Ethos Capital Management, Inc.
INCREASED
Shares28,132 from 25,244
Change+2,888 (+11%)
Value$3.4M (-$142.5K)
Filed 2026-11-03
Apella Capital, LLC
INCREASED
Shares28,050 from 24,330
Change+3,720 (+15%)
Value$3.2M (+$487.3K)
Filed 2026-10-08
Castle Rock Wealth Management, LLC
DECREASED
Shares27,988 from 28,463
Change-475 (-2%)
Value$3.1M (-$466.7K)
Filed 2026-10-09
MBL Wealth, LLC
INCREASED
Shares27,926 from 13,533
Change+14,393 (+106%)
Value$3.4M (+$1.5M)
Filed 2026-10-22
CWA Asset Management Group, LLC
INCREASED
Shares27,797 from 27,682
Change+115 (+0%)
Value$3.3M (-$523.3K)
Filed 2026-10-19
WD Rutherford LLC
INCREASED
Shares27,731 from 12,138
Change+15,593 (+128%)
Value$3.3M (+$1.6M)
Filed 2026-10-26
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares27,456 from 28,376
Change-920 (-3%)
Value$3.3M (-$661.1K)
Filed 2026-10-16
LS Investment Advisors, LLC
UNCHANGED
Shares27,311 from 27,311
Change0 (0%)
Value$3.3M (-$529.8K)
Filed 2026-10-13
Evolution Wealth Advisors, LLC
INCREASED
Shares27,177 from 24,789
Change+2,388 (+10%)
Value$3.3M (-$193.8K)
Filed 2026-11-03
M Holdings Securities, Inc.
NEW
Shares27,151
Change+27,151
Value$1.8K
Filed 2026-11-03
SAX Wealth Advisors, LLC
INCREASED
Shares27,107 from 21,328
Change+5,779 (+27%)
Value$3.3M (+$2.3M)
Filed 2026-10-13
Hedges Asset Management LLC
DECREASED
Shares27,100 from 33,650
Change-6,550 (-19%)
Value$3.3M (-$1.4M)
Filed 2026-10-29
Guardian Investment Management
UNCHANGED
Shares26,975 from 26,975
Change0 (0%)
Value$3.2M (-$523.3K)
Filed 2026-10-23
Lantz Financial LLC
INCREASED
Shares26,966 from 26,607
Change+359 (+1%)
Value$3.2M (-$472.9K)
Filed 2026-10-15
Clear Creek Financial Management, LLC
INCREASED
Shares26,818 from 22,191
Change+4,627 (+21%)
Value$3.2M (+$125.8K)
Filed 2026-10-28
Forbes J M & Co LLP
DECREASED
Shares26,642 from 26,698
Change-56 (0%)
Value$3.2M (-$524.7K)
Filed 2026-10-16
Curated Wealth Partners LLC
INCREASED
Shares26,578 from 5,943
Change+20,635 (+347%)
Value$3.2M (+$2.4M)
Filed 2026-10-15
First Financial Bank - Trust Division
DECREASED
Shares26,553 from 27,576
Change-1,023 (-4%)
Value$3.2M (-$658.0K)
Filed 2026-10-01
Capital Investment Counsel, Inc
DECREASED
Shares26,529 from 26,834
Change-305 (-1%)
Value$3.2M (-$557.2K)
Filed 2026-10-20
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares26,378 from 26,378
Change0 (0%)
Value$3.2M (-$511.7K)
Filed 2026-10-26
Clear Harbor Asset Management, LLC
INCREASED
Shares26,361 from 25,536
Change+825 (+3%)
Value$3.2M (-$396.2K)
Filed 2026-11-05
Wealth Alliance Advisory Group, LLC
INCREASED
Shares26,311 from 9,945
Change+16,366 (+165%)
Value$3.2M (+$1.8M)
Filed 2026-10-14
JGP Wealth Management, LLC
DECREASED
Shares26,228 from 27,167
Change-939 (-3%)
Value$3.2M (-$639.9K)
Filed 2026-10-13
Wynn Capital, LLC
DECREASED
Shares26,117 from 27,162
Change-1,045 (-4%)
Value$3.1M (-$652.6K)
Filed 2026-10-13
Alessandra Capital Management, LLC
DECREASED
Shares26,061 from 40,692
Change-14,631 (-36%)
Value$3.1M (-$2.5M)
Filed 2026-10-30
Summit Global Investments
INCREASED
Shares25,916 from 12,383
Change+13,533 (+109%)
Value$3.1M (+$1.4M)
Filed 2026-10-28
General American Investors Co Inc
NEW
Shares25,875
Change+25,875
Value$3.1M
Filed 2026-11-02
Diligent Investors, LLC
UNCHANGED
Shares25,460 from 25,460
Change0 (0%)
Value$3.1M (-$493.9K)
Filed 2026-10-21
SeaCrest Wealth Management, LLC
DECREASED
Shares25,386 from 25,763
Change-377 (-1%)
Value$3.1M (-$545.1K)
Filed 2026-10-21
Jones Kertz & Associates, Inc.
DECREASED
Shares25,355 from 25,781
Change-426 (-2%)
Value$3.0M (-$551.4K)
Filed 2026-10-28
Udine Wealth Management, Inc.
INCREASED
Shares25,330 from 24,288
Change+1,042 (+4%)
Value$3.0M (-$345.9K)
Filed 2026-10-23
Corda Investment Management, Llc.
INCREASED
Shares25,116 from 15,151
Change+9,965 (+66%)
Value$3.0M (+$904.2K)
Filed 2026-10-22
SeaBridge Investment Advisors LLC
INCREASED
Shares24,997 from 22,537
Change+2,460 (+11%)
Value$3.0M (-$141.5K)
Filed 2026-11-02
Guidance Capital, Inc
DECREASED
Shares24,736 from 25,621
Change-885 (-3%)
Value$1.5M (-$1.0M)
Filed 2026-11-03
Blue Trust, Inc.
DECREASED
Shares24,733 from 25,823
Change-1,090 (-4%)
Value$3.0M (-$631.9K)
Filed 2026-10-15
Journey Advisory Group, LLC
DECREASED
Shares24,396 from 24,696
Change-300 (-1%)
Value$2.9M (-$515.1K)
Filed 2026-11-04
Wealth Effects LLC
INCREASED
Shares24,250 from 18,705
Change+5,545 (+30%)
Value$2.9M (+$303.8K)
Filed 2026-10-23
International Assets Investment Management, LLC
DECREASED
Shares24,121 from 149,302
Change-125,181 (-84%)
Value$2.9M (-$943.4K)
Filed 2026-11-02
Landmark Wealth Management, LLC
INCREASED
Shares24,051 from 24,045
Change+6 (+0%)
Value$2.9M (-$465.8K)
Filed 2026-11-03
Integrity Investment Advisors, LLC
DECREASED
Shares23,768 from 26,541
Change-2,773 (-10%)
Value$2.9M (-$848.3K)
Filed 2026-11-03
University of Texas S AM Investment Management Co
DECREASED
Shares23,754 from 35,773
Change-12,019 (-34%)
Value$2.9M (-$2.1M)
Filed 2026-11-03
Weatherly Asset Management L. P.
DECREASED
Shares23,730 from 26,039
Change-2,309 (-9%)
Value$2.9M (-$782.8K)
Filed 2026-10-20
Arnhold LLC
UNCHANGED
Shares23,715 from 23,715
Change0 (0%)
Value$2.9M (-$460.1K)
Filed 2026-10-26
Cooper Financial Group
INCREASED
Shares23,699 from 23,159
Change+540 (+2%)
Value$2.8M (-$384.4K)
Filed 2026-10-07
Accurate Wealth Management, LLC
INCREASED
Shares23,628 from 21,083
Change+2,545 (+12%)
Value$2.4M (+$111.6K)
Filed 2026-10-20
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares23,533 from 24,232
Change-699 (-3%)
Value$2.8M (-$554.1K)
Filed 2026-10-13
Parrish Capital LLC
DECREASED
Shares23,434 from 25,310
Change-1,876 (-7%)
Value$2.8M (-$716.6K)
Filed 2026-10-01
Royal Palms Capital LLC
INCREASED
Shares23,339 from 13,246
Change+10,093 (+76%)
Value$2.8M (+$956.5K)
Filed 2026-10-23
R. W. Roge & Company, Inc.
DECREASED
Shares23,320 from 23,976
Change-656 (-3%)
Value$2.8M (-$543.0K)
Filed 2026-11-04
Harrell Investment Partners, LLC
INCREASED
Shares23,302 from 23,277
Change+25 (+0%)
Value$2.8M (-$448.6K)
Filed 2026-10-15
Home Federal Bank of Tennessee
DECREASED
Shares23,266 from 23,365
Change-99 (0%)
Value$2.8M (-$465.2K)
Filed 2026-10-15
Progressive Investment Management Corp
DECREASED
Shares23,244 from 23,594
Change-350 (-1%)
Value$2.8M (-$499.8K)
Filed 2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares23,211 from 21,002
Change+2,209 (+11%)
Value$2.8M (-$141.8K)
Filed 2026-10-23
Mesirow Financial Investment Management, Inc.
DECREASED
Shares23,150 from 24,784
Change-1,634 (-7%)
Value$2.8M (-$677.2K)
Filed 2026-11-05
Kanawha Capital Management LLC
DECREASED
Shares23,018 from 23,034
Change-16 (0%)
Value$2.8M (-$448.8K)
Filed 2026-10-19
Asset Dedication, LLC
DECREASED
Shares23,013 from 24,538
Change-1,525 (-6%)
Value$2.8M (-$659.4K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED
Shares22,769 from 18,733
Change+4,036 (+22%)
Value$2.7M (+$121.8K)
Filed 2026-10-08
Baxter Bros Inc
DECREASED
Shares22,650 from 22,701
Change-51 (0%)
Value$2.7M (-$446.5K)
Filed 2026-11-04
First Merchants Corp
DECREASED
Shares22,591 from 22,624
Change-33 (0%)
Value$2.7M (-$442.9K)
Filed 2026-10-15
Cornerstone Wealth Group, LLC
INCREASED
Shares22,481 from 20,482
Change+1,999 (+10%)
Value$2.7M (-$157.0K)
Filed 2026-11-02
Klingman & Associates, LLC
INCREASED
Shares22,474 from 18,726
Change+3,748 (+20%)
Value$2.7M (+$87.3K)
Filed 2026-10-20
Myriad Asset Management Advisors LLC
NEW
Shares22,447
Change+22,447
Value$2.7M
Filed 2026-11-03
Forum Financial Management, LP
DECREASED
Shares22,236 from 22,355
Change-119 (-1%)
Value$2.7M (-$448.1K)
Filed 2026-10-16
Ti-Trust, Inc
UNCHANGED
Shares22,165 from 22,165
Change0 (0%)
Value$2.7M (-$430.0K)
Filed 2026-10-21
Relyea Zuckerberg Hanson LLC
DECREASED
Shares22,162 from 24,594
Change-2,432 (-10%)
Value$2.7M (-$769.5K)
Filed 2026-10-20
LVM Capital Management LTD
DECREASED
Shares22,156 from 22,331
Change-175 (-1%)
Value$2.7M (+$2.7M)
Filed 2026-10-20
Diversified Enterprises, LLC
INCREASED
Shares22,115 from 18,766
Change+3,349 (+18%)
Value$2.7M (+$38.6K)
Filed 2026-10-19
Angeles Wealth Management, LLC
DECREASED
Shares22,099 from 22,771
Change-672 (-3%)
Value$2.7M (-$522.6K)
Filed 2026-10-26
Partners Wealth Management, LLC
NEW
Shares22,043
Change+22,043
Value$2.7M
Filed 2026-10-28
Genoa Capital Gestora de Recursos Ltda.
NEW
Shares21,947
Change+21,947
Value$2.6M
Filed 2026-10-20
Alps Advisors Inc
INCREASED
Shares21,854 from 20,896
Change+958 (+5%)
Value$2.6M (-$290.2K)
Filed 2026-11-03
Victory Financial Group, LLC
INCREASED
Shares21,765 from 8,966
Change+12,799 (+143%)
Value$2.6M (+$1.4M)
Filed 2026-10-27
PDS Planning, Inc
DECREASED
Shares21,650 from 22,424
Change-774 (-3%)
Value$2.6M (-$528.1K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares21,518 from 18,820
Change+2,698 (+14%)
Value$2.6M (-$40.7K)
Filed 2026-11-02
Beese Fulmer Investment Management, Inc.
INCREASED
Shares21,373 from 20,446
Change+927 (+5%)
Value$2.6M (-$285.2K)
Filed 2026-10-23
Old Mission Investment Co LLC
DECREASED
Shares21,329 from 21,870
Change-541 (-2%)
Value$2.6M (-$489.3K)
Filed 2026-10-22
Procyon Advisors, LLC
DECREASED
Shares21,325 from 22,195
Change-870 (-4%)
Value$2.6M (-$535.2K)
Filed 2026-10-21
Boston Trust Walden Corp
DECREASED
Shares21,286 from 21,573
Change-287 (-1%)
Value$2.6M (-$453.0K)
Filed 2026-10-30
Ascentis Independent Advisors
INCREASED
Shares21,268 from 740
Change+20,528 (+2774%)
Value$2.6M (+$2.5M)
Filed 2026-11-03
Corrado Advisors, LLC
DECREASED
Shares21,104 from 29,624
Change-8,520 (-29%)
Value$2.5M (-$1.6M)
Filed 2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares21,080 from 20,801
Change+279 (+1%)
Value$2.5M (-$370.0K)
Filed 2026-10-13
71 West Capital Partners
INCREASED
Shares21,017 from 20,953
Change+64 (+0%)
Value$2.5M (-$398.8K)
Filed 2026-11-04
Three Seasons Wealth, LLC
DECREASED
Shares20,905 from 31,671
Change-10,766 (-34%)
Value$2.5M (-$1.9M)
Filed 2026-11-03
Burke & Herbert Bank & Trust Co
DECREASED
Shares20,879 from 20,979
Change-100 (0%)
Value$2.5M (-$419.0K)
Filed 2026-11-02
Lake Street Private Wealth, LLC
DECREASED
Shares20,850 from 20,955
Change-105 (0%)
Value$2.5M (-$419.3K)
Filed 2026-10-22
Baker Ellis Asset Management LLC
DECREASED
Shares20,783 from 22,746
Change-1,963 (-9%)
Value$2.5M (-$677.3K)
Filed 2026-10-14
Conning Inc.
INCREASED
Shares20,759 from 20,646
Change+113 (+1%)
Value$2.5M (-$386.9K)
Filed 2026-10-27
Keudell ison Wealth Management
DECREASED
Shares20,686 from 22,412
Change-1,726 (-8%)
Value$2.5M (-$642.3K)
Filed 2026-10-16
Reflection Asset Management
INCREASED
Shares20,673 from 8,280
Change+12,393 (+150%)
Value$2.5M (+$1.3M)
Filed 2026-10-28
Wealth Science Advisors LLC
INCREASED
Shares20,633 from 13,695
Change+6,938 (+51%)
Value$2.5M (+$568.5K)
Filed 2026-10-09
Canandaigua National Bank & Trust Co
DECREASED
Shares20,623 from 20,719
Change-96 (0%)
Value$2.5M (-$413.5K)
Filed 2026-10-07
Councilmark Asset Management, LLC
DECREASED
Shares20,558 from 20,683
Change-125 (-1%)
Value$2.5M (-$416.3K)
Filed 2026-10-20
Retirement Planning Co of New England, Inc.
INCREASED
Shares20,527 from 20,432
Change+95 (+0%)
Value$2.5M (-$385.0K)
Filed 2026-10-15
Insight Inv LLC
DECREASED
Shares20,437 from 20,461
Change-24 (0%)
Value$2.5M (-$399.8K)
Filed 2026-10-27
DMC Group, LLC
DECREASED
Shares20,373 from 26,922
Change-6,549 (-24%)
Value$2.4M (-$1.3M)
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares20,251 from 19,288
Change+963 (+5%)
Value$2.4M (-$258.5K)
Filed 2026-10-20
Washington Trust Co
DECREASED
Shares20,239 from 21,302
Change-1,063 (-5%)
Value$2.4M (-$541.1K)
Filed 2026-10-22
Interchange Capital Partners, LLC
INCREASED
Shares20,189 from 19,718
Change+471 (+2%)
Value$2.4M (-$325.2K)
Filed 2026-10-28
Lodestar Private Asset Management LLC
DECREASED
Shares20,142 from 21,278
Change-1,136 (-5%)
Value$2.4M (-$549.4K)
Filed 2026-10-26
Encompass Wealth Advisors, LLC
INCREASED
Shares20,086 from 10,097
Change+9,989 (+99%)
Value$2.4M (+$1.0M)
Filed 2026-10-15
Fagan Associates, Inc.
INCREASED
Shares20,014 from 17,454
Change+2,560 (+15%)
Value$2.4M (-$30.8K)
Filed 2026-10-13
FSM Wealth Advisors, LLC
INCREASED
Shares19,860 from 17,314
Change+2,546 (+15%)
Value$2.1M (-$291.0K)
Filed 2026-10-27
Parkside Financial Bank & Trust
INCREASED
Shares19,827 from 19,654
Change+173 (+1%)
Value$2.4M (-$360.5K)
Filed 2026-10-27
Fragasso Financial Advisors Inc
INCREASED
Shares19,793 from 12,007
Change+7,786 (+65%)
Value$2.1M (+$395.8K)
Filed 2026-10-13
Jeppson Wealth Management, LLC
DECREASED
Shares19,789 from 20,059
Change-270 (-1%)
Value$2.4M (-$421.6K)
Filed 2026-10-20
Highland Capital Management, LLC
INCREASED
Shares19,732 from 8,642
Change+11,090 (+128%)
Value$2.4M (+$1.2M)
Filed 2026-10-26
Burton Enright Welch
INCREASED
Shares19,687 from 14,349
Change+5,338 (+37%)
Value$2.4M (+$363.4K)
Filed 2026-11-04
Tompkins Financial Corp
UNCHANGED
Shares19,565 from 19,565
Change0 (0%)
Value$2.4M (-$379.6K)
Filed 2026-10-05
Versant Capital Management, Inc
DECREASED
Shares19,547 from 20,096
Change-549 (-3%)
Value$2.4M (-$455.8K)
Filed 2026-10-02
Hohimer Wealth Management, LLC
DECREASED
Shares19,545 from 19,625
Change-80 (0%)
Value$2.3M (-$390.3K)
Filed 2026-11-04
Greenfield Savings Bank
INCREASED
Shares19,340 from 19,095
Change+245 (+1%)
Value$2.3M (-$341.0K)
Filed 2026-10-07
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares19,270 from 44,069
Change-24,799 (-56%)
Value$2.3M (-$3.8M)
Filed 2026-10-14
Ledyard National Bank
INCREASED
Shares19,230 from 19,218
Change+12 (+0%)
Value$2.3M (-$371.4K)
Filed 2026-10-21
Clarity Wealth Advisors, LLC
DECREASED
Shares19,216 from 19,584
Change-368 (-2%)
Value$2.3M (-$424.1K)
Filed 2026-10-21
LVW Advisors, LLC
DECREASED
Shares19,178 from 19,897
Change-719 (-4%)
Value$2.3M (-$472.5K)
Filed 2026-10-19
Putney Financial Group LLC
INCREASED
Shares19,169 from 18,336
Change+833 (+5%)
Value$2.3M (-$255.6K)
Filed 2026-10-30
Adirondack Trust Co
DECREASED
Shares19,068 from 19,267
Change-199 (-1%)
Value$2.3M (-$397.7K)
Filed 2026-10-14
RMR Wealth Builders
INCREASED
Shares19,022 from 18,990
Change+32 (+0%)
Value$2.3M (-$364.5K)
Filed 2026-10-22
Trust Point Inc.
INCREASED
Shares18,965 from 16,226
Change+2,739 (+17%)
Value$2.3M (+$14.5K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
DECREASED
Shares18,864 from 19,112
Change-248 (-1%)
Value$2.3M (-$402.9K)
Filed 2026-10-30
Vanguard Capital Wealth Advisors
DECREASED
Shares18,824 from 19,479
Change-655 (-3%)
Value$2.3M (-$456.7K)
Filed 2026-10-16
Gibbs Wealth Management
INCREASED
Shares18,810 from 14,514
Change+4,296 (+30%)
Value$2.3M (+$234.9K)
Filed 2026-10-22
TD Private Client Wealth LLC
DECREASED
Shares18,688 from 19,162
Change-474 (-2%)
Value$2.2M (-$428.7K)
Filed 2026-10-28
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares18,650 from 18,650
Change0 (0%)
Value$2.2M (-$361.8K)
Filed 2026-10-26
Guyasuta Investment Advisors Inc
UNCHANGED
Shares18,624 from 18,624
Change0 (0%)
Value$2.2M (-$361.3K)
Filed 2026-10-15
Forza Wealth Management, LLC
INCREASED
Shares18,464 from 17,631
Change+833 (+5%)
Value$2.2M (-$241.9K)
Filed 2026-10-20
Mengis Capital Management, Inc.
INCREASED
Shares18,411 from 16,811
Change+1,600 (+10%)
Value$2.2M (-$133.8K)
Filed 2026-10-13
Oslo Pensjonsforsikring AS
DECREASED
Shares18,395 from 19,012
Change-617 (-3%)
Value$2.2M (-$443.0K)
Filed 2026-10-15
Sapient Capital LLC
INCREASED
Shares18,371 from 18,313
Change+58 (+0%)
Value$2.2M (-$348.3K)
Filed 2026-10-08
Fogel Capital Management, Inc.
INCREASED
Shares18,304 from 17,149
Change+1,155 (+7%)
Value$2.2M (-$193.8K)
Filed 2026-11-04
Isthmus Partners, LLC
DECREASED
Shares18,295 from 19,288
Change-993 (-5%)
Value$2.2M (-$493.6K)
Filed 2026-10-21
Dorato Capital Management
DECREASED
Shares18,252 from 18,382
Change-130 (-1%)
Value$2.1M (+$45.6K)
Filed 2026-10-08
Crew Capital Management, Ltd
DECREASED
Shares18,222 from 32,260
Change-14,038 (-44%)
Value$2.2M (-$2.3M)
Filed 2026-10-28
Hanson & Doremus Investment Management
DECREASED
Shares18,140 from 18,199
Change-59 (0%)
Value$2.2K (-$2.5M)
Filed 2026-10-16
Wealth Quarterback LLC
INCREASED
Shares18,078 from 16,950
Change+1,128 (+7%)
Value$2.2M (-$193.2K)
Filed 2026-10-20
Balboa Wealth Partners
DECREASED
Shares18,036 from 18,380
Change-344 (-2%)
Value$2.2M (-$397.9K)
Filed 2026-10-20
Strategy Asset Managers LLC
INCREASED
Shares17,951 from 17,835
Change+116 (+1%)
Value$2.2M (-$332.1K)
Filed 2026-10-14
KCM Investment Advisors LLC
INCREASED
Shares17,944 from 17,724
Change+220 (+1%)
Value$2.2M (-$317.4K)
Filed 2026-10-27
Searle & Co.
UNCHANGED
Shares17,907 from 17,907
Change0 (0%)
Value$2.2M (-$347.4K)
Filed 2026-11-04
Aljian Capital Management, LLC
INCREASED
Shares17,893 from 14,553
Change+3,340 (+23%)
Value$2.2M (+$119.2K)
Filed 2026-10-28
Amitell Capital Pte Ltd
NEW
Shares17,850
Change+17,850
Value$2.1M
Filed 2026-11-02
IVC Wealth Advisors LLC
DECREASED
Shares17,836 from 18,442
Change-606 (-3%)
Value$2.1M (-$430.6K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
DECREASED
Shares17,705 from 19,306
Change-1,601 (-8%)
Value$2.1M (-$567.0K)
Filed 2026-11-04
Sterling Capital Management LLC
INCREASED
Shares17,525 from 16,737
Change+788 (+5%)
Value$2.1M (-$230.0K)
Filed 2026-10-22
McAdam, LLC
INCREASED
Shares17,508 from 16,530
Change+978 (+6%)
Value$2.1M (-$203.0K)
Filed 2026-10-21
Northcape Wealth Management, LLC
DECREASED
Shares17,450 from 25,286
Change-7,836 (-31%)
Value$2.1M (-$1.4M)
Filed 2026-11-04
PFG Advisors
INCREASED
Shares17,378 from 17,061
Change+317 (+2%)
Value$2.1M (-$292.9K)
Filed 2026-10-16
Yoffe Investment Management, LLC
UNCHANGED
Shares17,378 from 17,378
Change0 (0%)
Value$2.1M (-$337.1K)
Filed 2026-11-02
Belvedere Trading LLC
DECREASED
Shares17,353 from 362,460
Change-345,107 (-95%)
Value$2.1M (-$48.5M)
Filed 2026-11-05
Resonant Capital Advisors, LLC
DECREASED
Shares17,320 from 17,574
Change-254 (-1%)
Value$2.1M (-$371.5K)
Filed 2026-10-15
Farmers & Merchants Investments Inc
INCREASED
Shares17,319 from 16,371
Change+948 (+6%)
Value$2.1M (-$203.6K)
Filed 2026-10-22
Park Capital Management, LLC / WI
DECREASED
Shares17,177 from 18,494
Change-1,317 (-7%)
Value$2.1M (-$517.1K)
Filed 2026-10-13
Opal Wealth Advisors, LLC
INCREASED
Shares17,144 from 15,559
Change+1,585 (+10%)
Value$2.1M (-$111.3K)
Filed 2026-10-16
Manske Wealth Management
DECREASED
Shares17,141 from 19,515
Change-2,374 (-12%)
Value$2.1M (-$664.0K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares17,098 from 14,159
Change+2,939 (+21%)
Value$2.1M (+$119.8K)
Filed 2026-11-05
NTV Asset Management LLC
INCREASED
Shares17,029 from 8,376
Change+8,653 (+103%)
Value$2.0M (+$878.0K)
Filed 2026-10-23
Heritage Wealth Management, Inc.
DECREASED
Shares17,019 from 17,059
Change-40 (0%)
Value$2.0M (-$335.8K)
Filed 2026-10-27
Lmcg Investments, LLC
DECREASED
Shares16,955 from 18,424
Change-1,469 (-8%)
Value$2.0M (-$534.0K)
Filed 2026-10-21
Martin Capital Advisors, LLP
UNCHANGED
Shares16,804 from 16,804
Change0 (0%)
Value$2.0M (-$326.0K)
Filed 2026-10-15
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares16,775 from 16,959
Change-184 (-1%)
Value$2.0M (-$351.1K)
Filed 2026-10-15
Principle Wealth Partners LLC
INCREASED
Shares16,750 from 16,488
Change+262 (+2%)
Value$2.0M (-$288.2K)
Filed 2026-11-02
Waldron Private Wealth LLC
DECREASED
Shares16,671 from 16,953
Change-282 (-2%)
Value$2.0M (-$362.8K)
Filed 2026-11-02
Compass Ion Advisors, LLC
DECREASED
Shares16,629 from 16,645
Change-16 (0%)
Value$2.0M (-$324.8K)
Filed 2026-10-23
Sanders Morris Harris LLC
NEW
Shares16,610
Change+16,610
Value$2.0M
Filed 2026-10-14
MFG Wealth Management, Inc.
INCREASED
Shares16,569 from 15,089
Change+1,480 (+10%)
Value$2.0M (-$114.7K)
Filed 2026-10-09
True Freedom Investing, LLC
NEW
Shares16,470
Change+16,470
Value$2.0M
Filed 2026-10-29
Wespac Advisors SoCal, LLC
INCREASED
Shares16,426 from 15,900
Change+526 (+3%)
Value$2.0M (-$245.2K)
Filed 2026-10-13
BOS Asset Management, LLC
DECREASED
Shares16,338 from 16,526
Change-188 (-1%)
Value$2.0M (-$343.2K)
Filed 2026-10-09
Contravisory Investment Management, Inc.
INCREASED
Shares16,284 from 14,056
Change+2,228 (+16%)
Value$2.0M (-$4.8K)
Filed 2026-10-13
State of Wyoming
NEW
Shares16,257
Change+16,257
Value$2.0M
Filed 2026-10-28
Sitrin Capital Management LLC
DECREASED
Shares16,241 from 18,129
Change-1,888 (-10%)
Value$2.0M (-$578.7K)
Filed 2026-10-19
Kentucky Trust Co
DECREASED
Shares16,237 from 17,557
Change-1,320 (-8%)
Value$2.0M (-$499.3K)
Filed 2026-10-15
Avior Wealth Management, LLC
DECREASED
Shares16,205 from 17,045
Change-840 (-5%)
Value$1.9M (-$431.7K)
Filed 2026-10-13
Keystone Wealth Services, LLC
INCREASED
Shares16,186 from 10,327
Change+5,859 (+57%)
Value$1.9M (+$434.5K)
Filed 2026-11-03
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares15,991 from 16,004
Change-13 (0%)
Value$1.9M (-$312.0K)
Filed 2026-10-22
Facet Wealth, Inc.
INCREASED
Shares15,963 from 14,189
Change+1,774 (+13%)
Value$1.9M (-$62.0K)
Filed 2026-11-04
Fulton Bank, N.A.
INCREASED
Shares15,952 from 15,192
Change+760 (+5%)
Value$1.9M (-$203.4K)
Filed 2026-10-14
Souders Financial Advisors
INCREASED
Shares15,858 from 11,943
Change+3,915 (+33%)
Value$1.9M (+$239.0K)
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
INCREASED
Shares15,852 from 6,970
Change+8,882 (+127%)
Value$1.9M (+$932.7K)
Filed 2026-10-26
First Affirmative Financial Network
NEW
Shares15,807
Change+15,807
Value$1.9M
Filed 2026-10-21
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares15,800 from 10,920
Change+4,880 (+45%)
Value$1.9M (+$374.8K)
Filed 2026-10-20
Altfest L J & Co Inc
INCREASED
Shares15,755 from 15,192
Change+563 (+4%)
Value$1.9M (-$227.0K)
Filed 2026-10-27
Eagle Wealth Advisors LLC
INCREASED
Shares15,734 from 14,908
Change+826 (+6%)
Value$1.9M (-$189.9K)
Filed 2026-10-20
Romano Brothers and Company
DECREASED
Shares15,701 from 15,876
Change-175 (-1%)
Value$1.9M (-$329.0K)
Filed 2026-10-22
Milestone Asset Management, LLC
INCREASED
Shares15,604 from 4,765
Change+10,839 (+227%)
Value$1.9M (+$1.2M)
Filed 2026-10-15
Salvus Wealth Management, LLC
DECREASED
Shares15,581 from 16,112
Change-531 (-3%)
Value$1.9M (-$376.4K)
Filed 2026-10-13
Gerber, LLC
UNCHANGED
Shares15,529 from 15,529
Change0 (0%)
Value$1.9M (-$301.3K)
Filed 2026-10-21
Aspiriant, LLC
INCREASED
Shares15,474 from 13,742
Change+1,732 (+13%)
Value$1.9M (-$58.4K)
Filed 2026-10-16
L. Roy Papp & Associates, LLP
INCREASED
Shares15,456 from 14,956
Change+500 (+3%)
Value$1.9M (-$230.0K)
Filed 2026-10-21
Pacific Sage Partners, LLC
UNCHANGED
Shares15,433 from 15,433
Change0 (0%)
Value$1.9M (-$299.4K)
Filed 2026-10-21
Beaumont Financial Advisors, LLC
DECREASED
Shares15,401 from 15,513
Change-112 (-1%)
Value$1.9M (-$314.4K)
Filed 2026-10-22
PKS Advisory Services, LLC
UNCHANGED
Shares15,373 from 15,373
Change0 (0%)
Value$2.1M ($0)
Filed 2026-10-26
Traphagen Investment Advisors LLC
INCREASED
Shares15,208 from 12,202
Change+3,006 (+25%)
Value$1.8M (+$124.7K)
Filed 2026-10-14
Ignite Planners, LLC
INCREASED
Shares15,182 from 14,569
Change+613 (+4%)
Value$1.8M (-$198.5K)
Filed 2026-10-14
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares15,175 from 13,457
Change+1,718 (+13%)
Value$1.8M (-$54.5K)
Filed 2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED
Shares15,157 from 15,035
Change+122 (+1%)
Value$1.8M (-$277.0K)
Filed 2026-10-30
Koshinski Asset Management, Inc.
INCREASED
Shares15,084 from 13,836
Change+1,248 (+9%)
Value$1.8M (-$118.3K)
Filed 2026-10-29
First Interstate Bank
INCREASED
Shares14,979 from 14,824
Change+155 (+1%)
Value$1.8M (-$269.0K)
Filed 2026-10-23
Abacus Planning Group, Inc.
INCREASED
Shares14,964 from 14,525
Change+439 (+3%)
Value$1.8M (-$229.0K)
Filed 2026-11-02
Eddie Patel Inc
NEW
Shares14,849
Change+14,849
Value$1.8M
Filed 2026-11-02
Plancorp, LLC
INCREASED
Shares14,784 from 14,279
Change+505 (+4%)
Value$972.2K (-$500.3K)
Filed 2026-11-03
Realta Investment Advisors
NEW
Shares14,780
Change+14,780
Value$1.8M
Filed 2026-10-14
St. Louis Financial Planners Asset Management, LLC
DECREASED
Shares14,752 from 34,191
Change-19,439 (-57%)
Value$1.4M (-$2.7M)
Filed 2026-10-16
Moneco Advisors, LLC
INCREASED
Shares14,730 from 14,538
Change+192 (+1%)
Value$1.8M (-$259.0K)
Filed 2026-11-05
Finer Wealth Management, Inc.
DECREASED
Shares14,716 from 14,757
Change-41 (0%)
Value$1.8M (-$291.2K)
Filed 2026-10-16
Sarasin & Partners LLP
DECREASED
Shares14,700 from 15,600
Change-900 (-6%)
Value$1.8M (-$410.8K)
Filed 2026-10-13
Cromwell Holdings LLC
DECREASED
Shares14,687 from 15,758
Change-1,071 (-7%)
Value$1.8M (-$434.5K)
Filed 2026-10-28
Concord Wealth Partners
DECREASED
Shares14,655 from 17,185
Change-2,530 (-15%)
Value$1.8M (-$637.6K)
Filed 2026-11-02
Wright Investors Service Inc
NEW
Shares14,637
Change+14,637
Value$1.8M
Filed 2026-11-02
Triad Wealth Partners, LLC
INCREASED
Shares14,616 from 13,263
Change+1,353 (+10%)
Value$1.8M (+$550.4K)
Filed 2026-10-26
Manchester Capital Management LLC
DECREASED
Shares14,552 from 14,968
Change-416 (-3%)
Value$1.7M (-$340.4K)
Filed 2026-10-22
Womack Financial LLC
DECREASED
Shares14,537 from 15,453
Change-916 (-6%)
Value$1.7M (-$409.9K)
Filed 2026-10-14
Sovran Advisors, LLC
DECREASED
Shares14,529 from 17,473
Change-2,944 (-17%)
Value$1.3M (-$170.2K)
Filed 2026-11-02
KTF Investments, LLC
DECREASED
Shares14,500 from 16,700
Change-2,200 (-13%)
Value$1.7M (-$588.5K)
Filed 2026-10-23
Northwest Wealth Management, LLC
INCREASED
Shares14,418 from 14,359
Change+59 (+0%)
Value$1.7M (-$271.5K)
Filed 2026-10-30
Wealth Dimensions Group, Ltd.
INCREASED
Shares14,413 from 14,291
Change+122 (+1%)
Value$1.7M (-$262.6K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED
Shares14,389 from 42,526
Change-28,137 (-66%)
Value$1.7M (-$4.2M)
Filed 2026-10-16
Inscription Capital, LLC
DECREASED
Shares14,388 from 18,609
Change-4,221 (-23%)
Value$1.7M (-$868.5K)
Filed 2026-11-02
Advisor OS, LLC
INCREASED
Shares14,387 from 13,408
Change+979 (+7%)
Value$1.7M (-$142.4K)
Filed 2026-11-03
Mechanics Bank Trust Department
INCREASED
Shares14,345 from 13,395
Change+950 (+7%)
Value$1.7M (-$145.6K)
Filed 2026-10-13
V-Square Quantitative Management LLC
DECREASED
Shares14,343 from 14,608
Change-265 (-2%)
Value$1.7M (-$315.3K)
Filed 2026-10-15
SilverOak Wealth Management LLC
DECREASED
Shares14,316 from 14,502
Change-186 (-1%)
Value$1.7M (-$303.7K)
Filed 2026-10-29
Integrity Advisory Solutions, LLC
INCREASED
Shares14,279 from 13,633
Change+646 (+5%)
Value$1.7M (-$186.8K)
Filed 2026-10-29
Bank & Trust Co
INCREASED
Shares14,279 from 14,159
Change+120 (+1%)
Value$1.7M (-$260.3K)
Filed 2026-10-07
TCI Wealth Advisors, Inc.
INCREASED
Shares14,278 from 13,946
Change+332 (+2%)
Value$1.7M (-$230.6K)
Filed 2026-10-30
Indivisible Partners
INCREASED
Shares14,257 from 8,348
Change+5,909 (+71%)
Value$1.7M (+$548.5K)
Filed 2026-10-26
Arista Wealth Management, LLC
INCREASED
Shares14,222 from 9,935
Change+4,287 (+43%)
Value$1.7M (+$322.7K)
Filed 2026-10-29
Fortune 45 LLC
INCREASED
Shares14,204 from 5,098
Change+9,106 (+179%)
Value$1.7M (+$996.0K)
Filed 2026-10-14
Ashton Thomas Securities, LLC
INCREASED
Shares14,194 from 7,923
Change+6,271 (+79%)
Value$1.7M (+$638.0K)
Filed 2026-10-26
MTM Investment Management, LLC
UNCHANGED
Shares14,157 from 14,157
Change0 (0%)
Value$1.7M (-$274.6K)
Filed 2026-10-30
Providence Wealth Advisors, LLC
INCREASED
Shares14,155 from 14,077
Change+78 (+1%)
Value$1.7M (-$51.2K)
Filed 2026-10-29
Nfsg Corp
DECREASED
Shares14,100 from 26,589
Change-12,489 (-47%)
Value$1.7M (-$2.0M)
Filed 2026-10-15
Caldwell Trust Co
DECREASED
Shares14,068 from 14,123
Change-55 (0%)
Value$1.7M (-$280.6K)
Filed 2026-10-30
Silphium Asset Management Ltd
DECREASED
Shares14,055 from 15,830
Change-1,775 (-11%)
Value$1.7M (-$520.5K)
Filed 2026-10-27
Clarus Group, Inc.
INCREASED
Shares14,051 from 13,785
Change+266 (+2%)
Value$1.7M (-$235.4K)
Filed 2026-10-21
Fort Washington Investment Advisors Inc
DECREASED
Shares14,027 from 14,222
Change-195 (-1%)
Value$1.7M (-$299.4K)
Filed 2026-10-15
Syntax Research, Inc.
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$1.7M (-$271.6K)
Filed 2026-11-04
Annex Advisory Services, LLC
INCREASED
Shares13,973 from 6,781
Change+7,192 (+106%)
Value$1.7M (+$733.1K)
Filed 2026-10-16
OceanIQ Capital, LLC
INCREASED
Shares13,911 from 2,393
Change+11,518 (+481%)
Value$1.4M (+$1.2M)
Filed 2026-10-19
Income Insurance Ltd
UNCHANGED
Shares13,882 from 13,882
Change0 (0%)
Value$1.7M (-$269.3K)
Filed 2026-10-21
SP Asset Management LLC
INCREASED
Shares13,865 from 13,859
Change+6 (+0%)
Value$1.7M (-$268.2K)
Filed 2026-11-05
Worthington Financial Partners, LLC
DECREASED
Shares13,768 from 13,953
Change-185 (-1%)
Value$1.7M (-$292.9K)
Filed 2026-10-13
Deseret Mutual Benefit Administrators
DECREASED
Shares13,689 from 23,895
Change-10,206 (-43%)
Value$1.6M (-$1.7M)
Filed 2026-11-04
Appleton Partners Inc
DECREASED
Shares13,634 from 13,751
Change-117 (-1%)
Value$1.6M (-$281.0K)
Filed 2026-10-30
Clark & Stuart, Inc
DECREASED
Shares13,632 from 13,732
Change-100 (-1%)
Value$1.6M (-$278.4K)
Filed 2026-10-14
Plimoth Trust Co LLC
INCREASED
Shares13,595 from 5,895
Change+7,700 (+131%)
Value$1.6M (+$811.4K)
Filed 2026-10-26
Signal Advisors Wealth, LLC
DECREASED
Shares13,568 from 21,865
Change-8,297 (-38%)
Value$1.6M (-$1.4M)
Filed 2026-10-13
Curat Global, LLC
INCREASED
Shares13,561 from 3,831
Change+9,730 (+254%)
Value$1.6M (+$403.6K)
Filed 2026-10-26
Bell Bank
INCREASED
Shares13,535 from 13,470
Change+65 (+0%)
Value$1.6M (-$253.5K)
Filed 2026-10-21
Gryphon Financial Partners LLC
INCREASED
Shares13,445 from 12,541
Change+904 (+7%)
Value$1.6M (-$134.6K)
Filed 2026-11-04
Burns J W & Co Inc
INCREASED
Shares13,400 from 13,201
Change+199 (+2%)
Value$1.6M (-$232.2K)
Filed 2026-10-20
Advisory Resource Group
INCREASED
Shares13,354 from 13,330
Change+24 (+0%)
Value$1.6M (-$255.7K)
Filed 2026-10-26
Carret Asset Management, LLC
DECREASED
Shares13,308 from 13,624
Change-316 (-2%)
Value$1.6M (-$302.3K)
Filed 2026-11-04
Moss Adams Wealth Advisors LLC
DECREASED
Shares13,300 from 16,665
Change-3,365 (-20%)
Value$1.6M (-$727.9K)
Filed 2026-10-28
Summit Wealth Group LLC / Co
INCREASED
Shares13,169 from 10,251
Change+2,918 (+28%)
Value$1.6M (+$152.0K)
Filed 2026-10-29
Investment Partners, Ltd.
INCREASED
Shares13,143 from 8,795
Change+4,348 (+49%)
Value$1.6M (+$352.1K)
Filed 2026-10-29
Sepio Capital, LP
DECREASED
Shares13,139 from 15,404
Change-2,265 (-15%)
Value$1.6M (-$571.2K)
Filed 2026-10-22
SYM Financial Corp
INCREASED
Shares13,136 from 11,153
Change+1,983 (+18%)
Value$1.6M (+$22.1K)
Filed 2026-10-26
Syverson Strege & Co
DECREASED
Shares13,099 from 14,141
Change-1,042 (-7%)
Value$1.6M (-$399.6K)
Filed 2026-11-02
Davidson Trust Co
UNCHANGED
Shares13,061 from 13,061
Change0 (0%)
Value$1.6M (-$253.4K)
Filed 2026-10-09
Argonautica Private Wealth Management, Inc
UNCHANGED
Shares13,000 from 13,000
Change0 (0%)
Value$1.6M (-$252.2K)
Filed 2026-11-02
Corepath Wealth Partners LLC
UNCHANGED
Shares12,948 from 12,948
Change0 (0%)
Value$1.5M (+$37.3K)
Filed 2026-10-21
Optimas Capital Ltd
NEW
Shares12,900
Change+12,900
Value$1.6M
Filed 2026-11-03
Golden Reserve Retirement LLC
INCREASED
Shares12,861 from 8,133
Change+4,728 (+58%)
Value$1.5M (+$410.6K)
Filed 2026-11-02
S.A. Mason LLC
DECREASED
Shares12,838 from 12,892
Change-54 (0%)
Value$1.5M (-$256.6K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares12,816 from 10,077
Change+2,739 (+27%)
Value$1.5M (+$133.8K)
Filed 2026-10-08
Abel Hall, LLC
INCREASED
Shares12,776 from 12,669
Change+107 (+1%)
Value$1.5M (-$232.9K)
Filed 2026-10-19
Cassaday & Co Wealth Management LLC
INCREASED
Shares12,766 from 12,761
Change+5 (+0%)
Value$1.5M (-$247.0K)
Filed 2026-10-27
Grant Private Wealth Management Inc
DECREASED
Shares12,765 from 15,078
Change-2,313 (-15%)
Value$1.5M (-$570.6K)
Filed 2026-10-19
Intrua Financial, LLC
DECREASED
Shares12,743 from 13,960
Change-1,217 (-9%)
Value$1.5M (-$417.2K)
Filed 2026-10-28
Weaver Capital Management LLC
NEW
Shares12,701
Change+12,701
Value$1.5M
Filed 2026-10-15
Linden Rose Investment LLC
NEW
Shares12,700
Change+12,700
Value$1.5M
Filed 2026-11-03
Southern Financial Group, LLC
DECREASED
Shares12,578 from 12,637
Change-59 (0%)
Value$1.5M (-$252.3K)
Filed 2026-10-30
Greenspring Advisors, LLC
INCREASED
Shares12,572 from 6,051
Change+6,521 (+108%)
Value$1.5M (+$666.5K)
Filed 2026-11-05
Integrity Wealth Partners, LLC
NEW
Shares12,555
Change+12,555
Value$1.5M
Filed 2026-10-14
Aviance Capital Partners, LLC
INCREASED
Shares12,416 from 9,695
Change+2,721 (+28%)
Value$1.5M (+$139.1K)
Filed 2026-10-29
Iron Financial LLC
INCREASED
Shares12,366 from 12,360
Change+6 (+0%)
Value$1.5M (-$239.1K)
Filed 2026-10-23
Ipswich Investment Management Co., Inc.
DECREASED
Shares12,346 from 12,426
Change-80 (-1%)
Value$1.5M (-$250.7K)
Filed 2026-10-13
Tactive Advisors, LLC
INCREASED
Shares12,341 from 7,544
Change+4,797 (+64%)
Value$1.5M (+$430.4K)
Filed 2026-10-08
Aprio Wealth Management, LLC
DECREASED
Shares12,330 from 12,996
Change-666 (-5%)
Value$1.5M (-$332.1K)
Filed 2026-10-28
Lodestone Wealth Management LLC
DECREASED
Shares12,313 from 12,345
Change-32 (0%)
Value$1.5M (-$243.4K)
Filed 2026-10-14
Bill Few Associates, Inc.
DECREASED
Shares12,214 from 12,364
Change-150 (-1%)
Value$1.5M (-$257.9K)
Filed 2026-10-09
Welch Group, LLC
INCREASED
Shares12,142 from 11,284
Change+858 (+8%)
Value$1.5M (-$115.8K)
Filed 2026-10-29
Vision Capital Management, Inc.
DECREASED
Shares12,090 from 13,031
Change-941 (-7%)
Value$1.5M (-$365.9K)
Filed 2026-10-20
Q Fund Management (Hong Kong) Ltd
DECREASED
Shares12,030 from 116,840
Change-104,810 (-90%)
Value$1.4M (-$14.9M)
Filed 2026-10-14
AGH Wealth Advisors, LLC
DECREASED
Shares11,995 from 13,381
Change-1,386 (-10%)
Value$1.4M (-$426.2K)
Filed 2026-10-26
Sava Infond d.o.o.
INCREASED
Shares11,900 from 5,900
Change+6,000 (+102%)
Value$1.4M (+$606.9K)
Filed 2026-10-28
CLG LLC
DECREASED
Shares11,900 from 12,066
Change-166 (-1%)
Value$1.4M (-$254.0K)
Filed 2026-10-13
Cambridge Advisors Inc.
INCREASED
Shares11,875 from 11,780
Change+95 (+1%)
Value$1.4M (-$217.1K)
Filed 2026-10-19
Waycross Partners, LLC
NEW
Shares11,870
Change+11,870
Value$1.4M
Filed 2026-11-03
Enzi Wealth
DECREASED
Shares11,869 from 11,877
Change-8 (0%)
Value$1.2M (-$59.6K)
Filed 2026-10-14
Bison Wealth, LLC
INCREASED
Shares11,852 from 10,913
Change+939 (+9%)
Value$1.2M (-$132.4K)
Filed 2026-10-13
Corps Capital Advisors, LLC
UNCHANGED
Shares11,809 from 11,809
Change0 (0%)
Value$1.4M (-$229.1K)
Filed 2026-11-05
Carnegie Investment Counsel
INCREASED
Shares11,794 from 9,572
Change+2,222 (+23%)
Value$1.4M (+$81.5K)
Filed 2026-10-20
Absolute Capital Management, LLC
DECREASED
Shares11,777 from 11,781
Change-4 (0%)
Value$1.4M (-$229.0K)
Filed 2026-10-16
Texas Bank & Trust Co
INCREASED
Shares11,648 from 10,358
Change+1,290 (+12%)
Value$1.4M (-$45.8K)
Filed 2026-11-04
General Partner, Inc.
UNCHANGED
Shares11,616 from 11,616
Change0 (0%)
Value$1.4M (-$225.4K)
Filed 2026-10-05
LFG Wealth Partners, LLC
NEW
Shares11,606
Change+11,606
Value$1.4M
Filed 2026-10-28
ANB Bank
DECREASED
Shares11,602 from 15,758
Change-4,156 (-26%)
Value$1.4M (-$805.4K)
Filed 2026-10-09
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares11,589 from 11,589
Change0 (0%)
Value$1.4M (-$224.8K)
Filed 2026-10-20
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares11,533 from 7,934
Change+3,599 (+45%)
Value$1.4M (+$278.8K)
Filed 2026-11-02
Sterling Investment Advisors, Ltd.
DECREASED
Shares11,519 from 13,451
Change-1,932 (-14%)
Value$1.4M (-$493.2K)
Filed 2026-10-27
Strategic Advisors LLC
INCREASED
Shares11,487 from 8,637
Change+2,850 (+33%)
Value$1.4M (+$175.1K)
Filed 2026-10-13
Central Pacific Bank - Trust Division
INCREASED
Shares11,486 from 7,427
Change+4,059 (+55%)
Value$1.4M (+$343.9K)
Filed 2026-10-06
North Forty Two & Co.
DECREASED
Shares11,484 from 11,634
Change-150 (-1%)
Value$1.4M (-$243.7K)
Filed 2026-10-19
Avantax Planning Partners, Inc.
DECREASED
Shares11,479 from 13,283
Change-1,804 (-14%)
Value$1.4M (-$474.6K)
Filed 2026-11-03
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares11,449 from 11,449
Change0 (0%)
Value$1.4M (-$222.1K)
Filed 2026-10-28
Childress Capital Advisors, LLC
DECREASED
Shares11,433 from 11,789
Change-356 (-3%)
Value$1.4M (-$271.5K)
Filed 2026-10-28
StoneRidge PMG Advisors, LLC
NEW
Shares11,432
Change+11,432
Value$1.4M
Filed 2026-11-04
Carter Financial Group, Inc.
DECREASED
Shares11,420 from 11,562
Change-142 (-1%)
Value$1.4M (-$241.4K)
Filed 2026-10-21
Western Financial Corp
DECREASED
Shares11,402 from 127,847
Change-116,445 (-91%)
Value$1.4M (-$16.5M)
Filed 2026-10-14
QTR Family Wealth, LLC
DECREASED
Shares11,393 from 12,391
Change-998 (-8%)
Value$1.4M (-$360.4K)
Filed 2026-11-02
Adkins Seale Capital Management LLC
UNCHANGED
Shares11,391 from 11,391
Change0 (0%)
Value$1.4M (-$221.0K)
Filed 2026-10-27
Mitchell Sinkler & Starr
UNCHANGED
Shares11,363 from 11,363
Change0 (0%)
Value$1.4M (-$220.4K)
Filed 2026-10-13
Shrier Wealth Management, LLC
INCREASED
Shares11,350 from 11,307
Change+43 (+0%)
Value$1.4M (-$214.2K)
Filed 2026-10-20
Midwest Professional Planners, Ltd.
NEW
Shares11,334
Change+11,334
Value$1.4M
Filed 2026-10-29
Sage Private Wealth Group, LLC
DECREASED
Shares11,298 from 13,315
Change-2,017 (-15%)
Value$1.4M (-$500.8K)
Filed 2026-10-21
Madrona Financial Services, LLC
INCREASED
Shares11,294 from 2,473
Change+8,821 (+357%)
Value$1.4M (+$1.0M)
Filed 2026-10-23
VUB Generali dochodkova spravcovska spolocnost, a.s.
INCREASED
Shares11,289 from 10,706
Change+583 (+5%)
Value$1.4M (-$137.6K)
Filed 2026-10-26
New Hampshire Trust
INCREASED
Shares11,288 from 5,274
Change+6,014 (+114%)
Value$1.4M (+$620.7K)
Filed 2026-10-20
Harvey Investment Co LLC
DECREASED
Shares11,274 from 14,774
Change-3,500 (-24%)
Value$1.4K (-$2.1M)
Filed 2026-10-20
Nilsine Partners, LLC
DECREASED
Shares11,274 from 11,438
Change-164 (-1%)
Value$1.4M (-$241.6K)
Filed 2026-11-02
Beacon Financial Group
INCREASED
Shares11,201 from 10,026
Change+1,175 (+12%)
Value$1.3M (-$53.2K)
Filed 2026-10-19
Alpine Bank Wealth Management
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$1.3M (-$217.3K)
Filed 2026-10-16
Sun Group Wealth Partners
INCREASED
Shares11,193 from 10,349
Change+844 (+8%)
Value$1.3M (-$99.3K)
Filed 2026-10-26
Horizon Wealth Management, LLC
UNCHANGED
Shares11,161 from 11,161
Change0 (0%)
Value$1.3M (-$216.5K)
Filed 2026-11-02
Aries Wealth Management
UNCHANGED
Shares11,131 from 11,131
Change0 (0%)
Value$1.3M (-$215.9K)
Filed 2026-10-23
Regent Peak Wealth Advisors LLC
DECREASED
Shares11,103 from 12,498
Change-1,395 (-11%)
Value$1.3M (-$410.4K)
Filed 2026-10-13
Cobblestone Asset Management LLC
DECREASED
Shares11,001 from 11,401
Change-400 (-4%)
Value$1.3M (-$269.3K)
Filed 2026-10-13
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares10,943 from 1,696
Change+9,247 (+545%)
Value$1.3M (+$1.1M)
Filed 2026-10-16
Concord Asset Management, LLC
DECREASED
Shares10,938 from 12,982
Change-2,044 (-16%)
Value$1.3M (-$497.6K)
Filed 2026-11-02
Donoghue Forlines LLC
DECREASED
Shares10,825 from 36,630
Change-25,805 (-70%)
Value$1.3M (-$3.8M)
Filed 2026-11-02
Winthrop Advisory Group LLC
INCREASED
Shares10,816 from 4,046
Change+6,770 (+167%)
Value$1.3M (+$735.5K)
Filed 2026-10-22
Hengehold Capital Management LLC
DECREASED
Shares10,753 from 10,857
Change-104 (-1%)
Value$1.3M (-$223.1K)
Filed 2026-10-16
Seelaus Asset Management LLC
DECREASED
Shares10,742 from 11,361
Change-619 (-5%)
Value$1.3M (-$294.8K)
Filed 2026-10-14
Old Peak Finance LLC
INCREASED
Shares10,685 from 10,574
Change+111 (+1%)
Value$1.3M (-$191.8K)
Filed 2026-11-02
Fortem Financial Group, LLC
DECREASED
Shares10,683 from 10,791
Change-108 (-1%)
Value$1.3M (-$222.3K)
Filed 2026-10-20
Riversedge Advisors, LLC
INCREASED
Shares10,610 from 7,149
Change+3,461 (+48%)
Value$1.3M (+$277.4K)
Filed 2026-10-09
SmartHarvest Portfolios, LLC
INCREASED
Shares10,537 from 9,806
Change+731 (+7%)
Value$1.3M (-$102.3K)
Filed 2026-10-26
Columbia Asset Management
DECREASED
Shares10,536 from 13,411
Change-2,875 (-21%)
Value$1.3M (-$605.8K)
Filed 2026-10-19
Adell Harriman & Carpenter Inc
INCREASED
Shares10,536 from 9,962
Change+574 (+6%)
Value$1.3M (-$124.3K)
Filed 2026-11-02
Focus Financial Network, Inc.
DECREASED
Shares10,514 from 20,585
Change-10,071 (-49%)
Value$1.3M (-$1.6M)
Filed 2026-10-14
United Advisor Group, LLC
DECREASED
Shares10,512 from 14,025
Change-3,513 (-25%)
Value$1.3M (-$694.5K)
Filed 2026-11-03
Gradient Investments LLC
INCREASED
Shares10,457 from 6,826
Change+3,631 (+53%)
Value$1.3M (+$304.2K)
Filed 2026-10-08
Legacy Wealth Management, LLC / MS
INCREASED
Shares10,456 from 10,444
Change+12 (+0%)
Value$1.3M (-$201.2K)
Filed 2026-10-30
Cornerstone Enterprises, LLC
INCREASED
Shares10,413 from 4,346
Change+6,067 (+140%)
Value$1.3M (+$645.1K)
Filed 2026-10-15
Eclectic Associates Inc
DECREASED
Shares10,410 from 11,055
Change-645 (-6%)
Value$1.3M (-$292.0K)
Filed 2026-10-09
Opinicus Capital, Inc.
INCREASED
Shares10,401 from 10,121
Change+280 (+3%)
Value$1.3M (-$162.7K)
Filed 2026-10-28
Richwood Investment Advisors, LLC
INCREASED
Shares10,392 from 10,376
Change+16 (+0%)
Value$1.2M (-$199.4K)
Filed 2026-10-30
Reynders McVeigh Capital Management, LLC
DECREASED
Shares10,391 from 10,455
Change-64 (-1%)
Value$1.2M (-$210.7K)
Filed 2026-10-30
55 North Private Wealth, LLC
DECREASED
Shares10,381 from 10,586
Change-205 (-2%)
Value$1.2M (-$230.0K)
Filed 2026-10-20
Moody National Bank Trust Division
DECREASED
Shares10,339 from 11,043
Change-704 (-6%)
Value$1.2M (-$298.9K)
Filed 2026-10-06
J.Safra Asset Management Corp
INCREASED
Shares10,304 from 9,561
Change+743 (+8%)
Value$1.2M (-$96.2K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares10,260 from 7,803
Change+2,457 (+31%)
Value$1.2M (+$148.5K)
Filed 2026-10-13
Evansbrook LLC
DECREASED
Shares10,165 from 10,170
Change-5 (0%)
Value$1.2M (-$197.9K)
Filed 2026-10-16
Enterprise Financial Services Corp
DECREASED
Shares10,074 from 10,267
Change-193 (-2%)
Value$1.2M (-$222.4K)
Filed 2026-11-03
Atlas Private Wealth Advisors
DECREASED
Shares10,023 from 10,953
Change-930 (-8%)
Value$1.2M (-$324.3K)
Filed 2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED
Shares9,996 from 9,996
Change0 (0%)
Value$1.2M (-$193.9K)
Filed 2026-10-09
Breakwater Capital Group
INCREASED
Shares9,992 from 9,954
Change+38 (+0%)
Value$1.2M (-$188.4K)
Filed 2026-10-09
3Chopt Investment Partners, LLC
INCREASED
Shares9,989 from 8,091
Change+1,898 (+23%)
Value$1.2M (+$71.2K)
Filed 2026-10-30
Pinkerton Wealth, LLC
NEW
Shares9,987
Change+9,987
Value$1.2M
Filed 2026-10-29
XXI Wealth, LLC
INCREASED
Shares9,987 from 9,140
Change+847 (+9%)
Value$1.2M (-$75.5K)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
INCREASED
Shares9,950 from 7,850
Change+2,100 (+27%)
Value$1.2M (+$100.2K)
Filed 2026-10-26
LJI Wealth Management, LLC
INCREASED
Shares9,947 from 9,788
Change+159 (+2%)
Value$1.2M (-$170.8K)
Filed 2026-10-28
American National Bank & Trust
INCREASED
Shares9,943 from 9,716
Change+227 (+2%)
Value$1.2M (-$161.2K)
Filed 2026-10-07
Creative Financial Designs Inc
DECREASED
Shares9,918 from 10,202
Change-284 (-3%)
Value$1.2M (-$232.1K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares9,875 from 7,041
Change+2,834 (+40%)
Value$1.2M (+$204.1K)
Filed 2026-10-07
W Advisors, LLC
DECREASED
Shares9,856 from 9,857
Change-1 (0%)
Value$1.2M (-$191.2K)
Filed 2026-11-02
Hanseatic Management Services Inc
INCREASED
Shares9,854 from 9,487
Change+367 (+4%)
Value$1.2M (-$139.9K)
Filed 2026-10-27
Occidental Asset Management, LLC
INCREASED
Shares9,826 from 8,774
Change+1,052 (+12%)
Value$1.2M (-$43.7K)
Filed 2026-11-05
Anchyra Partners LLC
DECREASED
Shares9,808 from 9,817
Change-9 (0%)
Value$1.2M (-$191.5K)
Filed 2026-10-13
Whalen Wealth Management Inc.
DECREASED
Shares9,715 from 10,841
Change-1,126 (-10%)
Value$1.2M (-$345.7K)
Filed 2026-10-08
Shepherd Financial Partners LLC
INCREASED
Shares9,715 from 9,576
Change+139 (+1%)
Value$1.2M (-$169.1K)
Filed 2026-11-03
Investment Research Partners LLC
DECREASED
Shares9,711 from 9,970
Change-259 (-3%)
Value$1.2M (-$224.6K)
Filed 2026-10-19
Foster Group, Inc.
INCREASED
Shares9,698 from 9,663
Change+35 (+0%)
Value$1.2M (-$183.2K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED
Shares9,697 from 9,623
Change+74 (+1%)
Value$1.2M (-$177.8K)
Filed 2026-10-19
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED
Shares9,667 from 9,667
Change0 (0%)
Value$1.2M (-$187.5K)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
NEW
Shares9,587
Change+9,587
Value$1.2M
Filed 2026-11-04
Noesis Capital Mangement Corp
NEW
Shares9,556
Change+9,556
Value$1.1M
Filed 2026-10-26
MBA Advisors LLC
DECREASED
Shares9,548 from 10,494
Change-946 (-9%)
Value$1.1M (-$317.3K)
Filed 2026-10-29
Jacobsen Capital Management
INCREASED
Shares9,544 from 7,825
Change+1,719 (+22%)
Value$1.1M (+$54.9K)
Filed 2026-10-27
Ariose Capital Management Ltd
INCREASED
Shares9,500 from 7,542
Change+1,958 (+26%)
Value$1.1M (+$89.1K)
Filed 2026-11-02
Fermata Advisors, LLC
INCREASED
Shares9,497 from 8,455
Change+1,042 (+12%)
Value$1.1M (-$38.7K)
Filed 2026-10-13
Richard C. Young & Co., Ltd.
DECREASED
Shares9,479 from 9,528
Change-49 (-1%)
Value$1.1M (-$190.8K)
Filed 2026-11-04
Tannin Capital LLC
INCREASED
Shares9,475 from 9,092
Change+383 (+4%)
Value$1.1M (-$130.3K)
Filed 2026-11-05
Armbruster Capital Management, Inc.
UNCHANGED
Shares9,465 from 9,465
Change0 (0%)
Value$1.1M (-$183.6K)
Filed 2026-10-19
Matisse Capital
DECREASED
Shares9,444 from 9,524
Change-80 (-1%)
Value$1.1M (-$194.4K)
Filed 2026-10-29
Charles Schwab Trust Co
INCREASED
Shares9,418 from 8,738
Change+680 (+8%)
Value$1.1M (-$87.8K)
Filed 2026-10-15
Worth Asset Management, LLC
DECREASED
Shares9,411 from 26,296
Change-16,885 (-64%)
Value$1.1M (-$2.5M)
Filed 2026-10-07
CenterStar Asset Management, LLC
NEW
Shares9,385
Change+9,385
Value$1.1M
Filed 2026-10-09
Helium Advisors LLC
DECREASED
Shares9,381 from 9,696
Change-315 (-3%)
Value$1.1M (-$226.0K)
Filed 2026-10-23
Canopy Partners, LLC
INCREASED
Shares9,370 from 9,294
Change+76 (+1%)
Value$1.1M (-$171.2K)
Filed 2026-10-28
AdvisorNet Financial, Inc
DECREASED
Shares9,344 from 9,474
Change-130 (-1%)
Value$916.9K (-$406.0K)
Filed 2026-10-15
Root Financial Partners, LLC
INCREASED
Shares9,331 from 7,888
Change+1,443 (+18%)
Value$1.1M (+$20.5K)
Filed 2026-10-21
Syntegra Private Wealth Group, LLC
INCREASED
Shares9,305 from 6,510
Change+2,795 (+43%)
Value$1.1M (+$209.8K)
Filed 2026-10-13
Traynor Capital Management, Inc.
INCREASED
Shares9,283 from 8,409
Change+874 (+10%)
Value$1.1M (-$58.1K)
Filed 2026-10-29
BAR Harbor Wealth Management
UNCHANGED
Shares9,246 from 9,246
Change0 (0%)
Value$1.1M (-$179.4K)
Filed 2026-10-21
Beacon Financial Advisory LLC
INCREASED
Shares9,201 from 8,486
Change+715 (+8%)
Value$1.1M (-$78.7K)
Filed 2026-10-16
Sunpointe, LLC
INCREASED
Shares9,198 from 5,151
Change+4,047 (+79%)
Value$1.1M (+$386.6K)
Filed 2026-10-22
T3 Companies, LLC
INCREASED
Shares9,185 from 4,787
Change+4,398 (+92%)
Value$1.1M (+$435.9K)
Filed 2026-10-22
Symmetry Partners, LLC
INCREASED
Shares9,164 from 8,738
Change+426 (+5%)
Value$1.1M (-$118.3K)
Filed 2026-10-27
Broadway Wealth Solutions, Inc.
INCREASED
Shares9,160 from 8,796
Change+364 (+4%)
Value$1.1M (-$126.9K)
Filed 2026-10-21
Vertrix Wealth Management, LLC
DECREASED
Shares9,070 from 21,174
Change-12,104 (-57%)
Value$1.1M (-$1.9M)
Filed 2026-10-13
Smith Salley Wealth Management
INCREASED
Shares9,059 from 3,442
Change+5,617 (+163%)
Value$1.1M (+$608.6K)
Filed 2026-11-03
Visionary Wealth Advisors
DECREASED
Shares9,049 from 9,151
Change-102 (-1%)
Value$1.1M (-$189.8K)
Filed 2026-11-04
KPP Advisory Services LLC
INCREASED
Shares9,044 from 6,431
Change+2,613 (+41%)
Value$1.1M (+$189.4K)
Filed 2026-10-26
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares9,020 from 9,110
Change-90 (-1%)
Value$1.1M (-$187.6K)
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares8,972 from 10,886
Change-1,914 (-18%)
Value$1.1M (-$441.2K)
Filed 2026-10-14
SS&H Financial Advisors, Inc.
UNCHANGED
Shares8,955 from 8,955
Change0 (0%)
Value$1.1M (-$173.0K)
Filed 2026-10-28
Guardian Partners Inc.
INCREASED
Shares8,950 from 600
Change+8,350 (+1392%)
Value$1.1M (+$992.3K)
Filed 2026-10-21
Virtue Capital Management, LLC
INCREASED
Shares8,914 from 6,721
Change+2,193 (+33%)
Value$1.1M (+$133.3K)
Filed 2026-10-29
ZWJ Investment Counsel Inc
INCREASED
Shares8,900 from 8,225
Change+675 (+8%)
Value$1.1M (-$78.4K)
Filed 2026-10-15
Impact Capital Partners LLC
DECREASED
Shares8,880 from 9,467
Change-587 (-6%)
Value$1.1M (-$254.2K)
Filed 2026-10-22
Kelleher Financial Advisors
DECREASED
Shares8,852 from 12,721
Change-3,869 (-30%)
Value$1.1M (-$711.9K)
Filed 2026-10-30
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares8,841 from 8,643
Change+198 (+2%)
Value$1.1M (-$143.9K)
Filed 2026-10-14
Arrow Financial Corp
UNCHANGED
Shares8,835 from 8,835
Change0 (0%)
Value$1.1M (-$171.4K)
Filed 2026-10-26
Seven Mile Advisory
DECREASED
Shares8,834 from 9,442
Change-608 (-6%)
Value$1.1M (-$256.3K)
Filed 2026-10-22
Magnus Financial Group LLC
INCREASED
Shares8,832 from 7,689
Change+1,143 (+15%)
Value$1.1M (-$11.7K)
Filed 2026-10-21
Rose Capital Advisors LLC
INCREASED
Shares8,783 from 1,798
Change+6,985 (+388%)
Value$1.1M (+$805.0K)
Filed 2026-11-04
Washington Trust Bank
DECREASED
Shares8,754 from 9,053
Change-299 (-3%)
Value$1.1M (-$211.6K)
Filed 2026-11-03
Ejmk Ventures LLC
INCREASED
Shares8,728 from 8,221
Change+507 (+6%)
Value$1.0M (-$98.5K)
Filed 2026-10-21
Essential Partners LLC
INCREASED
Shares8,719 from 8,051
Change+668 (+8%)
Value$1.0M (-$75.9K)
Filed 2026-10-14
Capital Asset Advisory Services LLC
DECREASED
Shares8,699 from 13,091
Change-4,392 (-34%)
Value$743.7K (-$1.1M)
Filed 2026-10-30
TCV Trust & Wealth Management, Inc.
INCREASED
Shares8,693 from 8,586
Change+107 (+1%)
Value$1.0M (-$153.7K)
Filed 2026-10-16
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares8,690 from 8,690
Change0 (0%)
Value$1.0M (-$168.6K)
Filed 2026-10-07
City State Bank
DECREASED
Shares8,660 from 8,878
Change-218 (-2%)
Value$1.0M (-$198.4K)
Filed 2026-10-20
One Plus One Wealth Management, LLC
UNCHANGED
Shares8,631 from 8,631
Change0 (0%)
Value$1.0M (-$167.4K)
Filed 2026-10-16
Accredited Investors Inc.
INCREASED
Shares8,625 from 5,956
Change+2,669 (+45%)
Value$1.0M (+$205.4K)
Filed 2026-11-03
LCM Capital Management Inc
DECREASED
Shares8,621 from 8,650
Change-29 (0%)
Value$1.0M (-$171.3K)
Filed 2026-10-20
MSH Capital Advisors LLC
INCREASED
Shares8,612 from 4,057
Change+4,555 (+112%)
Value$1.0M (+$467.9K)
Filed 2026-11-03
Chapin Davis, Inc.
INCREASED
Shares8,524 from 8,473
Change+51 (+1%)
Value$1.0M (-$158.2K)
Filed 2026-10-09
DCF Advisers, LLC
DECREASED
Shares8,500 from 28,500
Change-20,000 (-70%)
Value$1.0M (-$3.0M)
Filed 2026-11-04
Balefire, LLC
INCREASED
Shares8,500 from 7,477
Change+1,023 (+14%)
Value$1.0M (-$22.1K)
Filed 2026-10-09
Hall Laurie J Trustee
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$1.0M (-$164.9K)
Filed 2026-10-06
HBW Advisory Services LLC
INCREASED
Shares8,480 from 7,835
Change+645 (+8%)
Value$1.0M (-$74.5K)
Filed 2026-10-15
Quadcap Wealth Management, LLC
INCREASED
Shares8,473 from 8,435
Change+38 (+0%)
Value$1.0M (-$159.1K)
Filed 2026-11-02
Cove Private Wealth, LLC
INCREASED
Shares8,447 from 8,433
Change+14 (+0%)
Value$1.0M (-$161.9K)
Filed 2026-10-28
Citizens National Bank Trust Department
UNCHANGED
Shares8,430 from 8,430
Change0 (0%)
Value$1.0M (-$163.5K)
Filed 2026-11-04
Founders Grove Wealth Partners, LLC
INCREASED
Shares8,385 from 7,089
Change+1,296 (+18%)
Value$1.0M (+$18.3K)
Filed 2026-10-16
Portside Wealth Group, LLC
INCREASED
Shares8,340 from 8,096
Change+244 (+3%)
Value$1.0M (-$127.7K)
Filed 2026-10-20
Chatham Capital Group, Inc.
INCREASED
Shares8,336 from 5,336
Change+3,000 (+56%)
Value$1.0M (+$257.2K)
Filed 2026-10-16
Tred Avon Family Wealth, LLC
DECREASED
Shares8,318 from 8,716
Change-398 (-5%)
Value$1.0M (-$216.9K)
Filed 2026-10-20
Biltmore Family Office, LLC
UNCHANGED
Shares8,280 from 8,280
Change0 (0%)
Value$995.5K (-$160.6K)
Filed 2026-11-03
Founders Capital Management, LLC
DECREASED
Shares8,250 from 8,260
Change-10 (0%)
Value$991.9K (-$161.4K)
Filed 2026-10-23
Franklin Street Advisors Inc
INCREASED
Shares8,233 from 4,988
Change+3,245 (+65%)
Value$989.9K (+$293.4K)
Filed 2026-10-13
Mindset Wealth Management, LLC
DECREASED
Shares8,226 from 9,047
Change-821 (-9%)
Value$989.0K (-$274.2K)
Filed 2026-10-19
Benin Management Corp
DECREASED
Shares8,216 from 8,736
Change-520 (-6%)
Value$987.8K (-$232.0K)
Filed 2026-10-22
Hummer Financial Advisory Services Inc
UNCHANGED
Shares8,175 from 8,175
Change0 (0%)
Value$982.9K (-$158.6K)
Filed 2026-10-09
Inman Jager Wealth Management, LLC
UNCHANGED
Shares8,149 from 8,149
Change0 (0%)
Value$979.8K (-$158.1K)
Filed 2026-11-05
FCG Investment Co
NEW
Shares8,142
Change+8,142
Value$978.9K
Filed 2026-10-13
Verus Capital Partners, LLC
INCREASED
Shares8,124 from 7,824
Change+300 (+4%)
Value$976.8K (-$115.7K)
Filed 2026-11-03
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares8,121 from 8,137
Change-16 (0%)
Value$976.4K (-$159.8K)
Filed 2026-10-30
Wagner Wealth Management, LLC
INCREASED
Shares8,120 from 7,450
Change+670 (+9%)
Value$976.2K (-$64.0K)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares8,110 from 5,870
Change+2,240 (+38%)
Value$975.1K (+$155.5K)
Filed 2026-10-29
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares8,096 from 8,096
Change0 (0%)
Value$973.4K (-$157.1K)
Filed 2026-10-29
Successful Portfolios LLC
UNCHANGED
Shares8,076 from 8,076
Change0 (0%)
Value$943.3K (+$44.6K)
Filed 2026-10-09
1900 Wealth Management LLC
INCREASED
Shares8,067 from 2,651
Change+5,416 (+204%)
Value$970.0K (+$599.8K)
Filed 2026-10-13
Bullock Wealth Management Group
DECREASED
Shares8,060 from 8,128
Change-68 (-1%)
Value$967.2K (-$65.2K)
Filed 2026-10-09
Kestra Investment Management, LLC
INCREASED
Shares8,027 from 7,828
Change+199 (+3%)
Value$965.1K (-$127.9K)
Filed 2026-11-04
Cardinal Capital Management
DECREASED
Shares8,018 from 8,123
Change-105 (-1%)
Value$964.0K (-$170.2K)
Filed 2026-10-21
Cadinha & Co LLC
DECREASED
Shares8,006 from 8,256
Change-250 (-3%)
Value$962.6K (-$190.2K)
Filed 2026-10-22
Eagle Rock Investment Company, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$961.8K (-$155.2K)
Filed 2026-10-21
Partnership Wealth Management, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$961.8K (-$155.2K)
Filed 2026-10-05
Tritonpoint Wealth, LLC
INCREASED
Shares7,979 from 6,434
Change+1,545 (+24%)
Value$959.3K (+$60.9K)
Filed 2026-10-19
Claro Advisors Inc.
INCREASED
Shares7,966 from 6,695
Change+1,271 (+19%)
Value$957.7K (+$22.8K)
Filed 2026-11-02
Herold Advisors, Inc.
INCREASED
Shares7,941 from 7,541
Change+400 (+5%)
Value$954.8K (-$100.2K)
Filed 2026-10-19
Colonial River Investments, LLC
INCREASED
Shares7,895 from 3,105
Change+4,790 (+154%)
Value$949.2K (+$515.7K)
Filed 2026-10-19
Howard Capital Management Group, LLC
INCREASED
Shares7,892 from 7,393
Change+499 (+7%)
Value$949.0K (-$83.3K)
Filed 2026-10-16
Tower View Wealth Management LLC
NEW
Shares7,889
Change+7,889
Value$948.5K
Filed 2026-10-23
Physician Wealth Advisors, Inc.
INCREASED
Shares7,885 from 7,681
Change+204 (+3%)
Value$948.0K (-$124.5K)
Filed 2026-10-20
Ullmann Wealth Partners Group, LLC
INCREASED
Shares7,884 from 7,668
Change+216 (+3%)
Value$947.9K (-$122.8K)
Filed 2026-11-02
Ridgecrest Wealth Partners, LLC
DECREASED
Shares7,876 from 8,009
Change-133 (-2%)
Value$946.9K (-$171.4K)
Filed 2026-10-19
TMB Capital Partners, LLC
INCREASED
Shares7,872 from 7,849
Change+23 (+0%)
Value$946.5K (-$149.5K)
Filed 2026-10-20
May Hill Capital, LLC
INCREASED
Shares7,849 from 7,627
Change+222 (+3%)
Value$943.7K (-$121.3K)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
DECREASED
Shares7,848 from 7,963
Change-115 (-1%)
Value$943.6K (-$168.3K)
Filed 2026-10-16
Verum Partners LLC
DECREASED
Shares7,839 from 7,892
Change-53 (-1%)
Value$942.5K (-$159.5K)
Filed 2026-10-21
Patrick M Sweeney & Associates, Inc
INCREASED
Shares7,835 from 7,695
Change+140 (+2%)
Value$942.0K (-$132.4K)
Filed 2026-10-22
Cypress Wealth Services, LLC
INCREASED
Shares7,831 from 7,516
Change+315 (+4%)
Value$881.0K (-$168.5K)
Filed 2026-10-21
Integrated Advisors Network LLC
DECREASED
Shares7,824 from 8,141
Change-317 (-4%)
Value$940.7K (-$196.0K)
Filed 2026-10-20
Asset Advisory Group, Inc.
UNCHANGED
Shares7,824 from 7,824
Change0 (0%)
Value$940.7K (-$151.8K)
Filed 2026-10-20
Capital Advisors Wealth Management, LLC
DECREASED
Shares7,813 from 7,946
Change-133 (-2%)
Value$939.3K (-$170.1K)
Filed 2026-10-09
Essex Bank
DECREASED
Shares7,791 from 10,029
Change-2,238 (-22%)
Value$936.7K (-$463.6K)
Filed 2026-10-16
Klein Pavlis & Peasley Financial, Inc.
INCREASED
Shares7,791 from 7,770
Change+21 (+0%)
Value$936.7K (-$148.2K)
Filed 2026-10-13
Tempus Wealth Planning, LLC
UNCHANGED
Shares7,747 from 7,747
Change0 (0%)
Value$931.5K (-$150.3K)
Filed 2026-10-14
Gradient Capital Advisors, LLC
DECREASED
Shares7,745 from 7,938
Change-193 (-2%)
Value$931.2K (-$177.2K)
Filed 2026-10-21
Fiduciary Financial Group, LLC
DECREASED
Shares7,737 from 8,223
Change-486 (-6%)
Value$930.2K (-$218.0K)
Filed 2026-10-13
Provenance Wealth Advisors, LLC
INCREASED
Shares7,694 from 580
Change+7,114 (+1227%)
Value$925.1K (+$844.1K)
Filed 2026-10-30
Defined Wealth Management, LLC
INCREASED
Shares7,691 from 7,673
Change+18 (+0%)
Value$924.7K (-$146.7K)
Filed 2026-10-19
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares7,671 from 1,762
Change+5,909 (+335%)
Value$867.8K (+$621.8K)
Filed 2026-10-20
Whitener Capital Management, Inc.
INCREASED
Shares7,658 from 7,533
Change+125 (+2%)
Value$920.7K (-$131.1K)
Filed 2026-10-15
Brucke Financial, Inc.
INCREASED
Shares7,621 from 7,103
Change+518 (+7%)
Value$916.3K (-$75.5K)
Filed 2026-10-23
Golden State Wealth Management, LLC
INCREASED
Shares7,600 from 4,383
Change+3,217 (+73%)
Value$913.8K (+$301.7K)
Filed 2026-11-02
Affinity Capital Advisors, LLC
DECREASED
Shares7,591 from 8,549
Change-958 (-11%)
Value$794.7K (-$249.9K)
Filed 2026-10-13
Tennessee Valley Asset Management Partners
DECREASED
Shares7,561 from 7,661
Change-100 (-1%)
Value$909.1K (-$160.6K)
Filed 2026-11-03
New Covenant Trust Company, N.A.
INCREASED
Shares7,559 from 6,995
Change+564 (+8%)
Value$908.8K (-$67.9K)
Filed 2026-10-08
Quantum Financial Advisors, LLC
DECREASED
Shares7,556 from 7,709
Change-153 (-2%)
Value$908.5K (-$168.0K)
Filed 2026-11-03
Cooper S Advisors, LLC
INCREASED
Shares7,526 from 6,604
Change+922 (+14%)
Value$904.8K (-$17.3K)
Filed 2026-11-03
First Community Trust NA
DECREASED
Shares7,457 from 7,552
Change-95 (-1%)
Value$896.6K (-$157.9K)
Filed 2026-10-07
BayBridge Capital Group, LLC
INCREASED
Shares7,437 from 5,423
Change+2,014 (+37%)
Value$894.2K (+$137.0K)
Filed 2026-10-13
Financial Security Advisor, Inc.
DECREASED
Shares7,436 from 8,196
Change-760 (-9%)
Value$894.0K (-$250.4K)
Filed 2026-11-03
Thompson Investment Management, Inc.
DECREASED
Shares7,405 from 7,414
Change-9 (0%)
Value$890.3K (-$144.9K)
Filed 2026-10-14
Ameliora Wealth Management Ltd.
INCREASED
Shares7,372 from 7,300
Change+72 (+1%)
Value$886.3K (-$133.0K)
Filed 2026-10-23
LaFleur & Godfrey LLC
DECREASED
Shares7,349 from 7,410
Change-61 (-1%)
Value$883.6K (-$151.1K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
DECREASED
Shares7,337 from 7,367
Change-30 (0%)
Value$882.1K (-$146.5K)
Filed 2026-10-21
WBH Advisory Inc
INCREASED
Shares7,331 from 7,056
Change+275 (+4%)
Value$881.4K (-$103.8K)
Filed 2026-11-05
StoryOne LLC
INCREASED
Shares7,312 from 3,616
Change+3,696 (+102%)
Value$879.1K (+$374.2K)
Filed 2026-10-13
Revisor Wealth Management LLC
NEW
Shares7,311
Change+7,311
Value$731.3K
Filed 2026-10-20
Alkeme Wealth, LLC
DECREASED
Shares7,285 from 7,354
Change-69 (-1%)
Value$875.8K (-$151.0K)
Filed 2026-10-08
CMG Global Holdings, LLC
DECREASED
Shares7,255 from 7,325
Change-70 (-1%)
Value$872.3K (-$150.5K)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares7,223 from 7,026
Change+197 (+3%)
Value$868.4K (-$112.6K)
Filed 2026-10-14
Towerpoint Wealth, LLC
INCREASED
Shares7,212 from 5,607
Change+1,605 (+29%)
Value$867.1K (+$84.2K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
INCREASED
Shares7,201 from 6,344
Change+857 (+14%)
Value$865.8K (+$60.0K)
Filed 2026-11-02
Crescent Grove Advisors, LLC
INCREASED
Shares7,180 from 6,970
Change+210 (+3%)
Value$863.3K (-$110.0K)
Filed 2026-10-21
Alliance Wealth Advisors, LLC
UNCHANGED
Shares7,170 from 7,170
Change0 (0%)
Value$862.1K (-$139.1K)
Filed 2026-10-14
Net Worth Advisory Group
NEW
Shares7,162
Change+7,162
Value$859.4K
Filed 2026-10-20
Nixon Peabody Trust Co
INCREASED
Shares7,159 from 6,835
Change+324 (+5%)
Value$860.7K (-$93.7K)
Filed 2026-10-23
Demars Financial Group, LLC
INCREASED
Shares7,148 from 6,805
Change+343 (+5%)
Value$859.4K (-$90.8K)
Filed 2026-10-22
TBH Global Asset Management, LLC
INCREASED
Shares7,142 from 7,003
Change+139 (+2%)
Value$858.6K (-$119.1K)
Filed 2026-11-03
Weil Company, Inc.
INCREASED
Shares7,114 from 6,540
Change+574 (+9%)
Value$855.3K (-$57.8K)
Filed 2026-10-14
Intesa Sanpaolo Wealth Management
DECREASED
Shares7,088 from 9,088
Change-2,000 (-22%)
Value$852.2K (-$416.8K)
Filed 2026-10-28
Avail Investment Partners, LLC
INCREASED
Shares7,088 from 6,680
Change+408 (+6%)
Value$852.2K (-$80.5K)
Filed 2026-10-16
First Bancorp, Inc
DECREASED
Shares7,081 from 7,889
Change-808 (-10%)
Value$851.3K (-$250.2K)
Filed 2026-10-26
Rise Advisors, LLC
INCREASED
Shares7,061 from 6,694
Change+367 (+5%)
Value$848.9K (-$85.7K)
Filed 2026-10-16
Finward Bancorp
DECREASED
Shares7,054 from 7,854
Change-800 (-10%)
Value$848.1K (-$248.6K)
Filed 2026-10-14
Boltwood Capital Management
INCREASED
Shares7,025 from 7,000
Change+25 (+0%)
Value$844.6K (-$132.8K)
Filed 2026-10-02
Kaufman Rossin Wealth, LLC
INCREASED
Shares7,023 from 5,538
Change+1,485 (+27%)
Value$844.4K (+$221.1K)
Filed 2026-10-19
Centennial Wealth Advisory LLC
INCREASED
Shares7,002 from 6,629
Change+373 (+6%)
Value$841.9K (-$83.7K)
Filed 2026-10-16
SBK Financial, Inc.
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$841.6K (-$135.8K)
Filed 2026-11-02
WoodTrust Financial Corp
INCREASED
Shares6,958 from 5,958
Change+1,000 (+17%)
Value$837 (-$831.2K)
Filed 2026-10-09
Hofer & Associates. Inc
NEW
Shares6,913
Change+6,913
Value$831.1K
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares6,913 from 7,004
Change-91 (-1%)
Value$831.1K (-$146.8K)
Filed 2026-10-14
Trinity Financial Advisors LLC
UNCHANGED
Shares6,899 from 6,899
Change0 (0%)
Value$829.4K (-$133.8K)
Filed 2026-10-09
Selective Wealth Management, Inc.
INCREASED
Shares6,895 from 6,605
Change+290 (+4%)
Value$657.6K (+$29.9K)
Filed 2026-10-16
Townsend & Associates, Inc
INCREASED
Shares6,887 from 6,800
Change+87 (+1%)
Value$618.8K (-$41.2K)
Filed 2026-10-23
BKM Wealth Management, LLC
INCREASED
Shares6,884 from 5,984
Change+900 (+15%)
Value$827.7K (-$7.9K)
Filed 2026-10-22
Weaver Consulting Group
INCREASED
Shares6,878 from 6,704
Change+174 (+3%)
Value$826.9K (-$109.1K)
Filed 2026-10-07
Formidable Asset Management, LLC
DECREASED
Shares6,855 from 7,208
Change-353 (-5%)
Value$957.2K (+$639.1K)
Filed 2026-11-03
First Financial Corp
UNCHANGED
Shares6,850 from 6,850
Change0 (0%)
Value$823.6K (-$132.9K)
Filed 2026-10-13
Revolve Wealth Partners, LLC
DECREASED
Shares6,834 from 7,030
Change-196 (-3%)
Value$821.7K (-$159.9K)
Filed 2026-10-23
Financial Management Network Inc
DECREASED
Shares6,827 from 6,899
Change-72 (-1%)
Value$814.7K (+$159.0K)
Filed 2026-10-09
Acorn Wealth Advisors, LLC
INCREASED
Shares6,795 from 6,464
Change+331 (+5%)
Value$816.9K (-$85.6K)
Filed 2026-10-19
Gallacher Capital Management LLC
INCREASED
Shares6,791 from 3,664
Change+3,127 (+85%)
Value$816.5K (+$304.9K)
Filed 2026-10-30
Retirement Planning Group, LLC
INCREASED
Shares6,780 from 5,320
Change+1,460 (+27%)
Value$815.1K (+$72.3K)
Filed 2026-10-19
Hudock, Inc.
DECREASED
Shares6,773 from 11,650
Change-4,877 (-42%)
Value$814.4K (-$812.3K)
Filed 2026-10-14
Summit Securities Group LLC
INCREASED
Shares6,761 from 986
Change+5,775 (+586%)
Value$812.9K (+$675.2K)
Filed 2026-11-05
Valley Wealth Managers, Inc.
UNCHANGED
Shares6,700 from 6,700
Change0 (0%)
Value$805.5K (-$130.0K)
Filed 2026-10-09
AGP Franklin, LLC
UNCHANGED
Shares6,700 from 6,700
Change0 (0%)
Value$805.5K (-$130.0K)
Filed 2026-11-04
TriaGen Wealth Management LLC
DECREASED
Shares6,687 from 17,346
Change-10,659 (-61%)
Value$804.0K (-$1.6M)
Filed 2026-10-14
Ballast Rock Private Wealth LLC
INCREASED
Shares6,683 from 6,608
Change+75 (+1%)
Value$803.5K (-$119.2K)
Filed 2026-10-26
Hamilton Point Investment Advisors, LLC
DECREASED
Shares6,658 from 6,808
Change-150 (-2%)
Value$800.5K (-$150.1K)
Filed 2026-11-03
Smart Wealth LLC
INCREASED
Shares6,646 from 6,407
Change+239 (+4%)
Value$799.0K (-$95.6K)
Filed 2026-11-04
Levin Capital Strategies, L.P.
DECREASED
Shares6,634 from 6,635
Change-1 (0%)
Value$797.7K (-$128.7K)
Filed 2026-11-02
Capital Advantage, Inc.
INCREASED
Shares6,631 from 6,583
Change+48 (+1%)
Value$797.2K (-$121.9K)
Filed 2026-10-14
Arlington Financial Advisors, LLC
DECREASED
Shares6,624 from 6,795
Change-171 (-3%)
Value$796.4K (-$152.4K)
Filed 2026-10-19
Global Assets Advisory, LLC
INCREASED
Shares6,620 from 4,945
Change+1,675 (+34%)
Value$774.4K (+$144.0K)
Filed 2026-10-28
Richardson Financial Services Inc.
INCREASED
Shares6,590 from 4,813
Change+1,777 (+37%)
Value$792.3K (+$120.3K)
Filed 2026-10-30
Ironwood Financial, llc
UNCHANGED
Shares6,585 from 6,585
Change0 (0%)
Value$791.7K (+$112.7K)
Filed 2026-10-20
SJS Investment Consulting Inc.
INCREASED
Shares6,547 from 2,742
Change+3,805 (+139%)
Value$787.1K (+$404.3K)
Filed 2026-10-26
Global Financial Private Client, LLC
INCREASED
Shares6,541 from 6,486
Change+55 (+1%)
Value$786.4K (-$119.2K)
Filed 2026-10-15
Fiduciary Alliance LLC
DECREASED
Shares6,532 from 16,614
Change-10,082 (-61%)
Value$785.3K (-$1.5M)
Filed 2026-10-13
Augustine Asset Management Inc
INCREASED
Shares6,528 from 5,410
Change+1,118 (+21%)
Value$784.9K (+$29.5K)
Filed 2026-10-13
Marks Group Wealth Management, Inc
DECREASED
Shares6,509 from 6,733
Change-224 (-3%)
Value$782.6K (-$157.6K)
Filed 2026-11-05
ACT Wealth Management, LLC
DECREASED
Shares6,500 from 6,600
Change-100 (-2%)
Value$781.5K (-$140.1K)
Filed 2026-10-09
Cpwa, LLC
INCREASED
Shares6,490 from 4,477
Change+2,013 (+45%)
Value$657.8K (+$32.7K)
Filed 2026-11-04
Silverlake Wealth Management LLC
INCREASED
Shares6,487 from 5,896
Change+591 (+10%)
Value$779.9K (-$43.3K)
Filed 2026-10-21
Hilltop National Bank
DECREASED
Shares6,486 from 6,647
Change-161 (-2%)
Value$779.8K (-$148.3K)
Filed 2026-10-14
Taylor Financial Group, Inc.
UNCHANGED
Shares6,485 from 6,485
Change0 (0%)
Value$779.7K (-$125.8K)
Filed 2026-11-02
Garda Capital Partners LP
DECREASED
Shares6,465 from 8,000
Change-1,535 (-19%)
Value$777.3K (-$339.8K)
Filed 2026-11-04
Titleist Asset Management, LLC
INCREASED
Shares6,462 from 6,265
Change+197 (+3%)
Value$776.9K (-$97.9K)
Filed 2026-10-08
Adelphi Trust Co
DECREASED
Shares6,457 from 6,926
Change-469 (-7%)
Value$776.3K (-$190.8K)
Filed 2026-10-05
Founders Financial Securities LLC
INCREASED
Shares6,454 from 6,397
Change+57 (+1%)
Value$775.9K (-$117.3K)
Filed 2026-10-28
Cogent Strategic Wealth LLC
INCREASED
Shares6,448 from 3,676
Change+2,772 (+75%)
Value$775.2K (+$262.0K)
Filed 2026-10-22
Rockland Trust Co
INCREASED
Shares6,448 from 6,405
Change+43 (+1%)
Value$775.2K (-$119.1K)
Filed 2026-10-05
Apollon Financial, LLC
INCREASED
Shares6,444 from 5,595
Change+849 (+15%)
Value$774.8K (-$6.5K)
Filed 2026-10-23
Peterson Wealth Advisors, LLC
INCREASED
Shares6,426 from 6,366
Change+60 (+1%)
Value$772.6K (-$116.3K)
Filed 2026-10-08
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED
Shares6,420 from 6,420
Change0 (0%)
Value$771.9K (-$124.5K)
Filed 2026-11-03
Lazari Capital Management, Inc.
DECREASED
Shares6,412 from 6,705
Change-293 (-4%)
Value$770.9K (-$165.3K)
Filed 2026-10-20
Hickory Point Bank & Trust
DECREASED
Shares6,396 from 6,561
Change-165 (-3%)
Value$769.0K (-$147.1K)
Filed 2026-10-01
Elser Financial Planning, Inc
INCREASED
Shares6,394 from 6,297
Change+97 (+2%)
Value$768.7K (-$110.5K)
Filed 2026-10-16
1834 Investment Advisors Co
INCREASED
Shares6,393 from 5,494
Change+899 (+16%)
Value$768.7K (+$1.6K)
Filed 2026-10-16
Coyle Financial Counsel LLC
DECREASED
Shares6,389 from 6,749
Change-360 (-5%)
Value$768.1K (-$174.2K)
Filed 2026-10-28
First Growth Capital LLC
DECREASED
Shares6,357 from 11,023
Change-4,666 (-42%)
Value$764.3K (-$774.8K)
Filed 2026-10-15
Abacus Wealth Partners, LLC
DECREASED
Shares6,354 from 6,781
Change-427 (-6%)
Value$763.9K (-$182.9K)
Filed 2026-11-03
Salomon & Ludwin, LLC
DECREASED
Shares6,330 from 6,900
Change-570 (-8%)
Value$761.1K (-$115.4K)
Filed 2026-10-29
Blodgett Wealth Advisors, LLC
INCREASED
Shares6,318 from 4,473
Change+1,845 (+41%)
Value$759.7K (+$135.0K)
Filed 2026-10-23
Newman Dignan & Sheerar, Inc.
DECREASED
Shares6,306 from 6,313
Change-7 (0%)
Value$758.2K (-$123.3K)
Filed 2026-10-21
RFG Holdings, Inc.
DECREASED
Shares6,301 from 6,676
Change-375 (-6%)
Value$757.6K (-$174.6K)
Filed 2026-10-30
Almanack Investment Partners, Llc.
INCREASED
Shares6,299 from 4,513
Change+1,786 (+40%)
Value$757.3K (+$127.2K)
Filed 2026-11-03
Quintet Private Bank (Europe) S.A.
INCREASED
Shares6,290 from 5,102
Change+1,188 (+23%)
Value$756.2K (+$43.9K)
Filed 2026-10-08
Washington Trust Advisors, Inc.
DECREASED
Shares6,288 from 6,883
Change-595 (-9%)
Value$756.0K (-$205.0K)
Filed 2026-10-22
Cranbrook Wealth Management, LLC
DECREASED
Shares6,282 from 6,408
Change-126 (-2%)
Value$755.3K (-$139.5K)
Filed 2026-10-28
BIP Wealth, LLC
INCREASED
Shares6,275 from 5,566
Change+709 (+13%)
Value$754.5K (-$22.7K)
Filed 2026-10-22
Walkner Condon Financial Advisors LLC
INCREASED
Shares6,272 from 5,963
Change+309 (+5%)
Value$754.1K (-$78.5K)
Filed 2026-11-02
Altus Wealth Group LLC
INCREASED
Shares6,260 from 6,178
Change+82 (+1%)
Value$752.7K (-$110.0K)
Filed 2026-10-20
Stonebridge Financial Group, LLC
DECREASED
Shares6,244 from 6,451
Change-207 (-3%)
Value$750.7K (-$150.0K)
Filed 2026-10-01
MMA Asset Management LLC
DECREASED
Shares6,243 from 6,342
Change-99 (-2%)
Value$750.6K (-$134.9K)
Filed 2026-11-02
626 Financial, LLC
INCREASED
Shares6,241 from 6,176
Change+65 (+1%)
Value$750.4K (-$112.0K)
Filed 2026-11-04
Foguth Wealth Management, Llc.
INCREASED
Shares6,208 from 5,143
Change+1,065 (+21%)
Value$557.8K (+$58.6K)
Filed 2026-10-19
Stablepoint Partners, LLC
INCREASED
Shares6,203 from 4,203
Change+2,000 (+48%)
Value$745.8K (+$158.9K)
Filed 2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED
Shares6,202 from 6,202
Change0 (0%)
Value$745.7K (-$120.3K)
Filed 2026-11-03
Sage Rhino Capital LLC
DECREASED
Shares6,195 from 6,305
Change-110 (-2%)
Value$744.8K (-$135.5K)
Filed 2026-10-28
Visionary Horizons, LLC
DECREASED
Shares6,192 from 6,452
Change-260 (-4%)
Value$744.5K (-$156.4K)
Filed 2026-10-22
HCR Wealth Advisors
INCREASED
Shares6,191 from 5,235
Change+956 (+18%)
Value$744.4K (+$13.3K)
Filed 2026-10-15
Thrive Wealth Management, LLC
DECREASED
Shares6,189 from 6,389
Change-200 (-3%)
Value$744.1K (-$148.0K)
Filed 2026-10-13
True Private Wealth Advisors
DECREASED
Shares6,149 from 18,207
Change-12,058 (-66%)
Value$739.4K (-$1.8M)
Filed 2026-10-19
Crusonia Wealth Advisors LLC
INCREASED
Shares6,148 from 5,263
Change+885 (+17%)
Value$739.2K (+$4.3K)
Filed 2026-10-26
Jmac Enterprises LLC
UNCHANGED
Shares6,142 from 6,142
Change0 (0%)
Value$738.5K (-$119.2K)
Filed 2026-10-30
Lewis Asset Management, LLC
NEW
Shares6,141
Change+6,141
Value$738.3K
Filed 2026-10-14
Legacy Advisors, LLC
DECREASED
Shares6,141 from 9,368
Change-3,227 (-34%)
Value$738.3K (-$569.7K)
Filed 2026-10-19
Segment Wealth Management, LLC
UNCHANGED
Shares6,141 from 6,141
Change0 (0%)
Value$738.3K (-$119.1K)
Filed 2026-10-26
Morton Capital Management LLC
DECREASED
Shares6,106 from 6,126
Change-20 (0%)
Value$734.1K (-$121.3K)
Filed 2026-10-23
Defender Capital, Llc.
INCREASED
Shares6,100 from 2,100
Change+4,000 (+190%)
Value$733.4K (+$440.2K)
Filed 2026-10-01
Sloy Dahl & Holst, LLC
DECREASED
Shares6,089 from 7,236
Change-1,147 (-16%)
Value$732.1K (-$278.3K)
Filed 2026-10-14
Cannon Advisors, Inc.
NEW
Shares6,059
Change+6,059
Value$622.9K
Filed 2026-10-14
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares6,052 from 6,052
Change0 (0%)
Value$727.6K (-$117.4K)
Filed 2026-10-30
Acropolis Investment Management, LLC
INCREASED
Shares6,044 from 5,982
Change+62 (+1%)
Value$726.6K (-$108.6K)
Filed 2026-10-08
CKW Financial Group
DECREASED
Shares6,002 from 6,017
Change-15 (0%)
Value$720.0K (+$719.2K)
Filed 2026-10-29
Miller Wealth Advisors, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$721.4K (-$116.4K)
Filed 2026-11-02
Tobam
DECREASED
Shares5,988 from 13,483
Change-7,495 (-56%)
Value$720.0K (-$1.2M)
Filed 2026-11-03
Berman McAleer LLC
UNCHANGED
Shares5,968 from 5,968
Change0 (0%)
Value$715.8K (-$117.5K)
Filed 2026-10-16
Abundance Wealth Counselors
DECREASED
Shares5,953 from 6,101
Change-148 (-2%)
Value$715.7K (-$136.2K)
Filed 2026-10-26
Roman Butler Fullerton & Co
DECREASED
Shares5,918 from 5,920
Change-2 (0%)
Value$544.7K (-$65.8K)
Filed 2026-10-27
BCS Wealth Management
DECREASED
Shares5,917 from 5,957
Change-40 (-1%)
Value$711.4K (-$120.4K)
Filed 2026-11-03
Centerline Wealth Advisors, LLC
DECREASED
Shares5,917 from 5,943
Change-26 (0%)
Value$711.4K (-$118.4K)
Filed 2026-10-15
Heritage Investment Group, Inc.
DECREASED
Shares5,915 from 5,928
Change-13 (0%)
Value$711.2K (-$116.6K)
Filed 2026-11-03
Northbridge Financial Group, LLC
INCREASED
Shares5,891 from 3,353
Change+2,538 (+76%)
Value$662.7K (+$194.6K)
Filed 2026-11-05
Hartford Financial Management Inc.
UNCHANGED
Shares5,884 from 5,884
Change0 (0%)
Value$707.4K (-$114.1K)
Filed 2026-10-21
Third View Private Wealth, LLC
INCREASED
Shares5,868 from 3,701
Change+2,167 (+59%)
Value$705.5K (+$188.7K)
Filed 2026-10-30
Secure Asset Management, LLC
DECREASED
Shares5,868 from 6,193
Change-325 (-5%)
Value$705.5K (-$159.2K)
Filed 2026-10-19
McGlone Suttner Wealth Management, Inc.
DECREASED
Shares5,861 from 5,872
Change-11 (0%)
Value$704.7K (-$115.2K)
Filed 2026-10-13
Nemes Rush Group LLC
DECREASED
Shares5,814 from 5,864
Change-50 (-1%)
Value$699.0K (-$119.8K)
Filed 2026-11-04
Ellis Investment Partners, LLC
DECREASED
Shares5,811 from 5,842
Change-31 (-1%)
Value$698.7K (-$117.1K)
Filed 2026-10-21
Allen Capital Group, LLC
INCREASED
Shares5,795 from 4,195
Change+1,600 (+38%)
Value$696.8K (+$111.0K)
Filed 2026-10-27
Granite Investment Partners, LLC
UNCHANGED
Shares5,764 from 5,764
Change0 (0%)
Value$693.0K (-$111.8K)
Filed 2026-11-04
Stegent Equity Advisors, Inc.
DECREASED
Shares5,751 from 8,924
Change-3,173 (-36%)
Value$691.4K (-$554.6K)
Filed 2026-10-13
Smith Chas P & Associates PA Cpas
DECREASED
Shares5,744 from 5,844
Change-100 (-2%)
Value$516.1K (-$299.9K)
Filed 2026-10-22
Westover Capital Advisors, LLC
INCREASED
Shares5,738 from 3,238
Change+2,500 (+77%)
Value$689.9K (+$237.8K)
Filed 2026-10-26
Strategic Blueprint, LLC
INCREASED
Shares5,709 from 4,558
Change+1,151 (+25%)
Value$686.4K (+$50.0K)
Filed 2026-10-22
JB Capital LLC
DECREASED
Shares5,706 from 5,951
Change-245 (-4%)
Value$686.0K (-$144.9K)
Filed 2026-10-19
First County Bank
INCREASED
Shares5,699 from 4,241
Change+1,458 (+34%)
Value$685.2K (+$93.0K)
Filed 2026-10-13
waypoint wealth counsel
INCREASED
Shares5,686 from 4,932
Change+754 (+15%)
Value$683.6K (-$5.0K)
Filed 2026-10-22
IPG Investment Advisors LLC
INCREASED
Shares5,676 from 4,617
Change+1,059 (+23%)
Value$682.4K (+$37.8K)
Filed 2026-10-30
Westside Investment Management, Inc.
DECREASED
Shares5,664 from 5,945
Change-281 (-5%)
Value$679.0K (-$151.1K)
Filed 2026-11-02
Sterling Wealth Management, Inc.
UNCHANGED
Shares5,650 from 5,650
Change0 (0%)
Value$679.3K (-$109.6K)
Filed 2026-10-23
Zullo Investment Group, Inc.
INCREASED
Shares5,640 from 5,130
Change+510 (+10%)
Value$678.2K (-$38.2K)
Filed 2026-10-20
Narwhal Capital Management
INCREASED
Shares5,639 from 5,384
Change+255 (+5%)
Value$678.0K (-$73.8K)
Filed 2026-11-04
G2 Capital Management, LLC / OH
INCREASED
Shares5,635 from 5,597
Change+38 (+1%)
Value$677.5K (-$104.0K)
Filed 2026-10-23
Van Cleef Asset Management,Inc
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$673.3K (-$108.6K)
Filed 2026-10-20
Tamar Securities, LLC
DECREASED
Shares5,599 from 8,298
Change-2,699 (-33%)
Value$673.1K (-$485.5K)
Filed 2026-11-03
Patten Group, Inc.
INCREASED
Shares5,598 from 1,664
Change+3,934 (+236%)
Value$673.1K (+$440.8K)
Filed 2026-10-26
Grey Ledge Advisors, LLC
UNCHANGED
Shares5,590 from 5,590
Change0 (0%)
Value$672.1K (-$108.4K)
Filed 2026-11-02
Oarsman Capital, Inc.
INCREASED
Shares5,586 from 5,237
Change+349 (+7%)
Value$671.6K (-$59.6K)
Filed 2026-11-05
Five Oceans Advisors
DECREASED
Shares5,581 from 6,007
Change-426 (-7%)
Value$671.0K (-$167.8K)
Filed 2026-10-22
Heritage Family Offices, LLP
INCREASED
Shares5,567 from 5,192
Change+375 (+7%)
Value$669.3K (-$55.6K)
Filed 2026-11-02
Griffin Asset Management, Inc.
INCREASED
Shares5,561 from 3,041
Change+2,520 (+83%)
Value$668.6K (+$244.0K)
Filed 2026-10-22
Renaissance Investment Group LLC
UNCHANGED
Shares5,550 from 5,550
Change0 (0%)
Value$667.3K (-$107.7K)
Filed 2026-10-28
Dudley Capital Management, LLC
UNCHANGED
Shares5,514 from 5,514
Change0 (0%)
Value$662.9K (-$107.0K)
Filed 2026-10-23
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares5,513 from 4,445
Change+1,068 (+24%)
Value$662.8K (+$42.1K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
INCREASED
Shares5,509 from 5,423
Change+86 (+2%)
Value$662.3K (-$94.9K)
Filed 2026-10-29
Grandfield & Dodd, LLC
DECREASED
Shares5,508 from 5,908
Change-400 (-7%)
Value$662.2K (-$162.7K)
Filed 2026-10-29
TSG Advice Partners, LLC
NEW
Shares5,502
Change+5,502
Value$768.3K
Filed 2026-10-29
North Capital, Inc.
DECREASED
Shares5,499 from 6,481
Change-982 (-15%)
Value$565.4K (-$339.6K)
Filed 2026-10-16
Cascade Investment Group, Inc.
DECREASED
Shares5,486 from 5,760
Change-274 (-5%)
Value$659.6K (-$144.7K)
Filed 2026-10-13
Encompass More Asset Management
DECREASED
Shares5,459 from 6,567
Change-1,108 (-17%)
Value$656.3K (-$260.7K)
Filed 2026-10-16
Grove Bank & Trust
INCREASED
Shares5,443 from 4,707
Change+736 (+16%)
Value$654.4K (-$2.8K)
Filed 2026-10-08
Vista Investment Partners II, LLC
DECREASED
Shares5,443 from 5,632
Change-189 (-3%)
Value$654.4K (-$132.0K)
Filed 2026-10-15
Walker Asset Management, LLC
INCREASED
Shares5,433 from 5,333
Change+100 (+2%)
Value$653.2K (-$91.4K)
Filed 2026-10-13
Leisure Capital Management
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$649.2K (-$104.8K)
Filed 2026-11-03
Asempa Wealth Advisors
UNCHANGED
Shares5,394 from 5,394
Change0 (0%)
Value$647.2K (-$105.9K)
Filed 2026-10-07
Key FInancial Inc
INCREASED
Shares5,389 from 5,366
Change+23 (+0%)
Value$647.9K (-$101.3K)
Filed 2026-11-02
Prospera Capital Management, LLC
INCREASED
Shares5,372 from 1,746
Change+3,626 (+208%)
Value$645.9K (+$432.5K)
Filed 2026-10-19
Hidden Cove Wealth Management, LLC
INCREASED
Shares5,368 from 5,112
Change+256 (+5%)
Value$645.4K (-$68.4K)
Filed 2026-10-19
United Asset Strategies, Inc.
INCREASED
Shares5,356 from 5,181
Change+175 (+3%)
Value$643.9K (-$79.4K)
Filed 2026-10-28
Urban Wealth Management, LLC
NEW
Shares5,351
Change+5,351
Value$643.4K
Filed 2026-10-21
Douglas Lane & Associates, LLC
DECREASED
Shares5,348 from 5,541
Change-193 (-3%)
Value$643.0K (-$130.7K)
Filed 2026-10-09
Onyx Bridge Wealth Group LLC
INCREASED
Shares5,335 from 5,159
Change+176 (+3%)
Value$641.5K (-$78.9K)
Filed 2026-10-16
Aire Advisors, LLC
INCREASED
Shares5,330 from 5,325
Change+5 (+0%)
Value$640.9K (-$102.7K)
Filed 2026-10-22
West Branch Capital LLC
INCREASED
Shares5,314 from 3,950
Change+1,364 (+35%)
Value$638.9K (+$87.4K)
Filed 2026-10-20
Mustard Seed Financial, LLC
UNCHANGED
Shares5,310 from 5,310
Change0 (0%)
Value$638.4K (-$103.0K)
Filed 2026-10-30
Arsenal Capital Advisors LLC
DECREASED
Shares5,309 from 5,326
Change-17 (0%)
Value$638.2K (-$105.4K)
Filed 2026-11-02
Ifrah Financial Services, Inc.
DECREASED
Shares5,306 from 5,719
Change-413 (-7%)
Value$638.0K (-$160.5K)
Filed 2026-10-13
Spartan Planning & Wealth Management
DECREASED
Shares5,305 from 10,345
Change-5,040 (-49%)
Value$637.8K (-$806.7K)
Filed 2026-10-13
AA Financial Advisors, LLC
INCREASED
Shares5,291 from 2,280
Change+3,011 (+132%)
Value$636.2K (+$317.8K)
Filed 2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares5,269 from 2,689
Change+2,580 (+96%)
Value$441.4K (+$65.9K)
Filed 2026-10-29
Tortuga Wealth Management, Inc
DECREASED
Shares5,268 from 5,312
Change-44 (-1%)
Value$633.5K (-$108.2K)
Filed 2026-10-27
Granite FO LLC
UNCHANGED
Shares5,265 from 5,265
Change0 (0%)
Value$633.0K (-$102.1K)
Filed 2026-10-14
BLB&B Advisors, LLC
DECREASED
Shares5,252 from 5,810
Change-558 (-10%)
Value$631.5K (-$179.8K)
Filed 2026-10-27
Lyell Wealth Management, LP
INCREASED
Shares5,251 from 5,250
Change+1 (+0%)
Value$631.3K (-$101.7K)
Filed 2026-10-30
Human Investing LLC
INCREASED
Shares5,249 from 4,625
Change+624 (+13%)
Value$631.1K (-$14.7K)
Filed 2026-10-19
Sound Income Strategies, LLC
DECREASED
Shares5,247 from 6,090
Change-843 (-14%)
Value$561.8K (-$288.6K)
Filed 2026-10-09
Obermeyer Wealth Partners
INCREASED
Shares5,244 from 5,224
Change+20 (+0%)
Value$630.5K (-$98.9K)
Filed 2026-10-21
Smith Thornton Advisors LLC
INCREASED
Shares5,236 from 4,936
Change+300 (+6%)
Value$629.6K (+$120.5K)
Filed 2026-10-16
Vicus Capital
DECREASED
Shares5,234 from 9,713
Change-4,479 (-46%)
Value$629.3K (-$726.9K)
Filed 2026-11-05
Tanager Wealth Management LLP
INCREASED
Shares5,233 from 3,633
Change+1,600 (+44%)
Value$629.2K (+$121.9K)
Filed 2026-10-19
Albion Financial Group
INCREASED
Shares5,229 from 5,165
Change+64 (+1%)
Value$628.7K (-$92.5K)
Filed 2026-10-21
Platform Technology Partners
DECREASED
Shares5,213 from 6,038
Change-825 (-14%)
Value$626.8K (-$216.3K)
Filed 2026-11-02
Symphony Financial, Ltd. Co.
INCREASED
Shares5,201 from 3,859
Change+1,342 (+35%)
Value$621.3K (+$90.5K)
Filed 2026-10-22
Congress Park Capital LLC
DECREASED
Shares5,200 from 6,250
Change-1,050 (-17%)
Value$625.2K (-$247.5K)
Filed 2026-10-13
AmeriServ Wealth Advisors
DECREASED
Shares5,193 from 6,769
Change-1,576 (-23%)
Value$624.4K (-$320.8K)
Filed 2026-10-21
NovaPoint Capital, LLC
INCREASED
Shares5,192 from 4,895
Change+297 (+6%)
Value$624.2K (-$59.3K)
Filed 2026-10-22
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares5,183 from 5,183
Change0 (0%)
Value$623.0K (-$100.0K)
Filed 2026-11-03
Wolff Financial Management LLC
UNCHANGED
Shares5,178 from 5,178
Change0 (0%)
Value$622.5K (-$100.4K)
Filed 2026-10-23
Nadler Financial Group, Inc.
UNCHANGED
Shares5,173 from 5,173
Change0 (0%)
Value$622.0K (-$100.4K)
Filed 2026-10-23
Security Financial Services, Inc.
INCREASED
Shares5,172 from 5,156
Change+16 (+0%)
Value$621.8K (-$98.1K)
Filed 2026-10-29
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares5,150 from 5,150
Change0 (0%)
Value$619.0K (-$100.0K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
DECREASED
Shares5,149 from 5,295
Change-146 (-3%)
Value$619.0K (-$120.3K)
Filed 2026-10-07
Chemistry Wealth Management LLC
DECREASED
Shares5,138 from 7,439
Change-2,301 (-31%)
Value$617.8K (-$420.9K)
Filed 2026-10-16
CFS Investment Advisory Services, LLC
DECREASED
Shares5,130 from 5,706
Change-576 (-10%)
Value$577.1K (-$109.6K)
Filed 2026-10-19
Mattern Wealth Management LLC
UNCHANGED
Shares5,120 from 5,120
Change0 (0%)
Value$615.6K (-$99.3K)
Filed 2026-11-04
Carrera Capital Advisors
INCREASED
Shares5,080 from 4,253
Change+827 (+19%)
Value$610.8K (+$16.9K)
Filed 2026-11-03
Signature Equity Partners, LLC
INCREASED
Shares5,067 from 2,745
Change+2,322 (+85%)
Value$609.2K (+$225.9K)
Filed 2026-10-29
McKinley Carter Wealth Services, Inc.
DECREASED
Shares5,058 from 6,642
Change-1,584 (-24%)
Value$608.1K (-$319.3K)
Filed 2026-10-16
Financial Perspectives, Inc
DECREASED
Shares5,045 from 5,196
Change-151 (-3%)
Value$606.5K (-$119.0K)
Filed 2026-11-03
AMG Asset Management Group, Inc.
DECREASED
Shares5,044 from 5,371
Change-327 (-6%)
Value$606.4K (-$143.5K)
Filed 2026-10-21
Pinion Investment Advisors, LLC
DECREASED
Shares5,043 from 5,139
Change-96 (-2%)
Value$606.3K (-$111.2K)
Filed 2026-11-04
NWF Advisory Services Inc.
DECREASED
Shares5,032 from 5,371
Change-339 (-6%)
Value$605.0K (-$144.9K)
Filed 2026-10-19
Sculati Wealth Management, LLC
UNCHANGED
Shares5,032 from 5,032
Change0 (0%)
Value$510.0K (+$31.8K)
Filed 2026-10-19
Factor Wealth Management LTD
DECREASED
Shares5,024 from 5,874
Change-850 (-14%)
Value$604.0K (-$216.1K)
Filed 2026-10-08
WealthTrust Asset Management, LLC
INCREASED
Shares5,023 from 4,023
Change+1,000 (+25%)
Value$603.9K (+$42.2K)
Filed 2026-10-22
Compass Financial Management LLC
DECREASED
Shares5,012 from 6,716
Change-1,704 (-25%)
Value$602.6K (-$184.0K)
Filed 2026-10-30
Capitol Family Office, Inc.
INCREASED
Shares5,009 from 3,751
Change+1,258 (+34%)
Value$602.2K (+$78.5K)
Filed 2026-10-13
Independent Wealth Network Inc.
DECREASED
Shares5,009 from 6,221
Change-1,212 (-19%)
Value$602.2K (-$266.4K)
Filed 2026-10-19
Mitsubishi UFJ Asset Management (UK) Ltd.
NEW
Shares5,000
Change+5,000
Value$601
Filed 2026-10-22
Thompson Davis & Co., Inc.
INCREASED
Shares5,000 from 2,300
Change+2,700 (+117%)
Value$601.2K (+$280.0K)
Filed 2026-11-05
DecisionPoint Financial, LLC
INCREASED
Shares4,970 from 31
Change+4,939 (+15932%)
Value$596.4K (+$592.5K)
Filed 2026-10-27
Bangor Savings Bank
DECREASED
Shares4,967 from 5,019
Change-52 (-1%)
Value$597.2K (-$103.6K)
Filed 2026-10-06
Lynch & Associates
INCREASED
Shares4,961 from 4,611
Change+350 (+8%)
Value$596.5K (-$47.4K)
Filed 2026-10-13
Wealth Advisors Northwest LLC
INCREASED
Shares4,960 from 4,954
Change+6 (+0%)
Value$596.3K (-$95.4K)
Filed 2026-10-29
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares4,956 from 5,056
Change-100 (-2%)
Value$595.9K (-$110.1K)
Filed 2026-10-29
Archford Capital Strategies, LLC
INCREASED
Shares4,949 from 3,320
Change+1,629 (+49%)
Value$595.0K (+$131.4K)
Filed 2026-10-19
TCP Asset Management, LLC
INCREASED
Shares4,920 from 4,602
Change+318 (+7%)
Value$587.1K (-$55.5K)
Filed 2026-10-14
MV Capital Management, Inc.
DECREASED
Shares4,919 from 5,032
Change-113 (-2%)
Value$591.4K (-$111.2K)
Filed 2026-10-29
Sutton Place Investors LLC
INCREASED
Shares4,879 from 4,770
Change+109 (+2%)
Value$586.6K (-$79.4K)
Filed 2026-10-20
Sigma Investment Counselors Inc
DECREASED
Shares4,870 from 8,494
Change-3,624 (-43%)
Value$585.5K (-$600.5K)
Filed 2026-10-27
Denver PWM, LLC
INCREASED
Shares4,868 from 3,978
Change+890 (+22%)
Value$585.3K (+$177.5K)
Filed 2026-10-22
SkyOak Wealth, LLC
DECREASED
Shares4,867 from 6,183
Change-1,316 (-21%)
Value$585.2K (-$278.2K)
Filed 2026-10-28
Ulrich Consultants & Investment Group, LLC
NEW
Shares4,846
Change+4,846
Value$582.6K
Filed 2026-10-13
Key Client Fiduciary Advisors, LLC
INCREASED
Shares4,826 from 4,481
Change+345 (+8%)
Value$580.2K (-$45.4K)
Filed 2026-10-19
Petros Family Wealth, LLC
NEW
Shares4,818
Change+4,818
Value$579.3K
Filed 2026-10-28
Warwick Investment Management, Inc.
DECREASED
Shares4,815 from 4,823
Change-8 (0%)
Value$578.9K (-$94.5K)
Filed 2026-10-19
LeConte Wealth Management, LLC
INCREASED
Shares4,803 from 3,867
Change+936 (+24%)
Value$577.5K (+$37.5K)
Filed 2026-10-20
CPA Asset Management Group, LLC
DECREASED
Shares4,800 from 4,900
Change-100 (-2%)
Value$577.1K (-$107.1K)
Filed 2026-10-26
Globalt Investments LLC / GA
INCREASED
Shares4,790 from 4,719
Change+71 (+2%)
Value$575.9K (-$83.0K)
Filed 2026-10-27
Steinberganna Wealth Management
DECREASED
Shares4,788 from 5,178
Change-390 (-8%)
Value$575.7K (-$147.3K)
Filed 2026-10-23
Trueblood Wealth Management, LLC
UNCHANGED
Shares4,781 from 4,781
Change0 (0%)
Value$574.8K (-$92.8K)
Filed 2026-10-23
Massachusetts Wealth Management
DECREASED
Shares4,776 from 4,976
Change-200 (-4%)
Value$574.2K (-$120.6K)
Filed 2026-10-21
EdgeRock Capital LLC
INCREASED
Shares4,763 from 4,609
Change+154 (+3%)
Value$572.7K (-$70.9K)
Filed 2026-11-03
Continuum Wealth Advisors, LLC
INCREASED
Shares4,732 from 3,515
Change+1,217 (+35%)
Value$568.9K (+$78.1K)
Filed 2026-10-20
Rubicon Advisors, GP
DECREASED
Shares4,720 from 4,767
Change-47 (-1%)
Value$567.5K (-$98.1K)
Filed 2026-10-23
Amplius Wealth Advisors, LLC
INCREASED
Shares4,714 from 3,879
Change+835 (+22%)
Value$566.7K (+$25.1K)
Filed 2026-10-20
Echo45 Advisors LLC
NEW
Shares4,708
Change+4,708
Value$566.0K
Filed 2026-10-07
MKT Advisors LLC
DECREASED
Shares4,695 from 5,125
Change-430 (-8%)
Value$502.7K (-$63.0K)
Filed 2026-10-20
Richard P Slaughter Associates Inc
INCREASED
Shares4,695 from 4,665
Change+30 (+1%)
Value$564.5K (-$86.9K)
Filed 2026-10-13
Kenora Financial, LLC
DECREASED
Shares4,678 from 4,740
Change-62 (-1%)
Value$562.4K (-$99.4K)
Filed 2026-10-20
LifeGoal Investments, LLC
NEW
Shares4,671
Change+4,671
Value$561.6K
Filed 2026-10-09
Wilkerson Advisory Group LLC
DECREASED
Shares4,664 from 4,988
Change-324 (-6%)
Value$560.7K (-$135.9K)
Filed 2026-10-20
15 Wealth Advisors LLC
NEW
Shares4,663
Change+4,663
Value$560.6K
Filed 2026-10-14
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares4,653 from 4,653
Change0 (0%)
Value$559.4K (-$90.3K)
Filed 2026-10-09
Quilter Plc
INCREASED
Shares4,648 from 4,448
Change+200 (+5%)
Value$558.8K (-$62.2K)
Filed 2026-10-21
Heritage Wealth Management, Inc.
INCREASED
Shares4,636 from 4,619
Change+17 (+0%)
Value$557.4K (-$87.6K)
Filed 2026-10-28
Willow Creek Wealth Management Inc.
DECREASED
Shares4,630 from 9,399
Change-4,769 (-51%)
Value$556.7K (-$755.7K)
Filed 2026-10-26
RVW Wealth, LLC
UNCHANGED
Shares4,625 from 4,625
Change0 (0%)
Value$556.1K (-$89.7K)
Filed 2026-10-06
Optima Capital LLC
INCREASED
Shares4,613 from 4,596
Change+17 (+0%)
Value$554.7K (-$87.1K)
Filed 2026-10-29
Capital Advisors, Ltd. LLC
INCREASED
Shares4,612 from 4,342
Change+270 (+6%)
Value$554.0K (+$553.4K)
Filed 2026-10-27
Marion Wealth Management
UNCHANGED
Shares4,610 from 4,610
Change0 (0%)
Value$554.3K (-$89.4K)
Filed 2026-10-22
Veracity Capital LLC
INCREASED
Shares4,605 from 3,788
Change+817 (+22%)
Value$553.7K (+$24.7K)
Filed 2026-10-08
Luts & Greenleigh Group, Inc.
INCREASED
Shares4,605 from 4,442
Change+163 (+4%)
Value$553.7K (-$66.6K)
Filed 2026-11-05
Builder Investment Group Inc
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$553.1K (-$89.2K)
Filed 2026-10-22
Peoples Financial Services Corp.
DECREASED
Shares4,598 from 4,648
Change-50 (-1%)
Value$552.8K (-$96.2K)
Filed 2026-10-20
Canvas Wealth Advisors, LLC
INCREASED
Shares4,590 from 4,461
Change+129 (+3%)
Value$422.6K (-$200.3K)
Filed 2026-11-02
Traveka Wealth, LLC
INCREASED
Shares4,575 from 3,115
Change+1,460 (+47%)
Value$550.1K (+$115.1K)
Filed 2026-10-19
Montag A & Associates Inc
INCREASED
Shares4,574 from 3,919
Change+655 (+17%)
Value$549.9K (+$2.7K)
Filed 2026-10-29
Certior Financial Group, LLC
INCREASED
Shares4,569 from 4,318
Change+251 (+6%)
Value$549.3K (-$53.6K)
Filed 2026-10-19
Redhawk Wealth Advisors, Inc.
INCREASED
Shares4,561 from 3,759
Change+802 (+21%)
Value$548.3K (+$23.5K)
Filed 2026-10-14
Lincoln Capital LLC
INCREASED
Shares4,560 from 4,360
Change+200 (+5%)
Value$548.2K (-$60.5K)
Filed 2026-10-09
True Wealth Design, LLC
INCREASED
Shares4,549 from 3,871
Change+678 (+18%)
Value$546.9K (+$6.4K)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares4,537
Change+4,537
Value$545.5K
Filed 2026-10-26
Towne Trust Company, N.a
DECREASED
Shares4,535 from 4,835
Change-300 (-6%)
Value$545.2K (-$129.9K)
Filed 2026-10-28
MFG Investments, LLC
NEW
Shares4,526
Change+4,526
Value$544.1K
Filed 2026-10-30
Prentiss Smith & Co Inc
UNCHANGED
Shares4,510 from 4,510
Change0 (0%)
Value$542.2K (-$87.5K)
Filed 2026-10-27
Cambridge Financial Group, LLC
UNCHANGED
Shares4,509 from 4,509
Change0 (0%)
Value$629.6K ($0)
Filed 2026-10-06
William Mack & Associates, Inc.
INCREASED
Shares4,506 from 4,412
Change+94 (+2%)
Value$541.8K (-$74.3K)
Filed 2026-10-27
Long Road Investment Counsel, LLC
DECREASED
Shares4,500 from 5,015
Change-515 (-10%)
Value$541.0K (-$159.2K)
Filed 2026-11-04
Vigilare Wealth Management
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$541.0K (-$87.3K)
Filed 2026-10-29
Community Bank of Raymore
UNCHANGED
Shares4,496 from 4,496
Change0 (0%)
Value$540.6K (-$87.2K)
Filed 2026-10-23
Stockman Wealth Management, Inc.
UNCHANGED
Shares4,491 from 4,491
Change0 (0%)
Value$540.0K (-$87.1K)
Filed 2026-10-27
Tcfg Investment Advisors, LLC
INCREASED
Shares4,485 from 4,328
Change+157 (+4%)
Value$539.2K (-$65.1K)
Filed 2026-10-20
Baker Tilly Wealth Management, LLC
DECREASED
Shares4,461 from 4,745
Change-284 (-6%)
Value$536.4K (-$126.2K)
Filed 2026-10-05
Collaborative Fund Advisors, LLC
INCREASED
Shares4,454 from 2,813
Change+1,641 (+58%)
Value$535.5K (+$142.7K)
Filed 2026-11-02
Ddfg, Inc
UNCHANGED
Shares4,450 from 4,450
Change0 (0%)
Value$535.0K (-$86.3K)
Filed 2026-10-15
Clear Wave Wealth Management LLC
DECREASED
Shares4,424 from 4,436
Change-12 (0%)
Value$531.9K (-$87.5K)
Filed 2026-11-04
First City Capital Management, Inc.
DECREASED
Shares4,396 from 4,446
Change-50 (-1%)
Value$528.5K (-$92.3K)
Filed 2026-10-27
Blankinship & Foster, LLC
UNCHANGED
Shares4,383 from 4,383
Change0 (0%)
Value$526.9K (-$85.0K)
Filed 2026-10-19
Summit Financial Strategies, Inc.
UNCHANGED
Shares4,379 from 4,379
Change0 (0%)
Value$526.4K (-$84.9K)
Filed 2026-10-14
Donalies Financial Planning, LLC
UNCHANGED
Shares4,373 from 4,373
Change0 (0%)
Value$525.7K (-$84.8K)
Filed 2026-10-19
Steph & Co
DECREASED
Shares4,332 from 5,272
Change-940 (-18%)
Value$520.8K (-$215.3K)
Filed 2026-10-07
Alpha Omega Wealth Management LLC
DECREASED
Shares4,329 from 4,416
Change-87 (-2%)
Value$520.5K (-$96.1K)
Filed 2026-10-23
Swmg, LLC
INCREASED
Shares4,314 from 4,276
Change+38 (+1%)
Value$368.8K (-$92.0K)
Filed 2026-10-23
Shulman DeMeo Asset Management LLC
UNCHANGED
Shares4,314 from 4,314
Change0 (0%)
Value$501.3K (-$101.1K)
Filed 2026-10-09
TradeWell Securities, Llc.
DECREASED
Shares4,313 from 4,474
Change-161 (-4%)
Value$518.5K (-$106.2K)
Filed 2026-10-21
Wespac Advisors, LLC
UNCHANGED
Shares4,313 from 4,313
Change0 (0%)
Value$518.6K (-$83.7K)
Filed 2026-10-26
World Equity Group, Inc.
DECREASED
Shares4,287 from 6,802
Change-2,515 (-37%)
Value$515.5K (-$434.3K)
Filed 2026-10-14
Harbor Asset Planning, Inc.
UNCHANGED
Shares4,286 from 4,286
Change0 (0%)
Value$515.3K (-$83.1K)
Filed 2026-10-23
Lawood & Co
DECREASED
Shares4,285 from 4,460
Change-175 (-4%)
Value$515.2K (-$107.6K)
Filed 2026-10-09
Madrid Wealth Management, LLC
DECREASED
Shares4,246 from 5,032
Change-786 (-16%)
Value$510.5K (-$192.1K)
Filed 2026-10-23
SLT Holdings LLC
INCREASED
Shares4,240 from 3,648
Change+592 (+16%)
Value$509.8K (+$405)
Filed 2026-10-15
Hill Island Financial LLC
INCREASED
Shares4,240 from 4,180
Change+60 (+1%)
Value$509.8K (-$73.9K)
Filed 2026-10-20
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares4,207 from 1,821
Change+2,386 (+131%)
Value$505.8K (+$251.5K)
Filed 2026-10-09
Parkshore Wealth Management, Inc.
DECREASED
Shares4,204 from 5,726
Change-1,522 (-27%)
Value$505.5K (-$294.1K)
Filed 2026-10-13
Forteris Wealth Management Inc.
DECREASED
Shares4,200 from 4,400
Change-200 (-5%)
Value$505.0K (-$109.4K)
Filed 2026-10-13
Edgemoor Investment Advisors, Inc.
INCREASED
Shares4,195 from 4,000
Change+195 (+5%)
Value$504.4K (-$54.2K)
Filed 2026-11-03
ADE, LLC
INCREASED
Shares4,183 from 4,150
Change+33 (+1%)
Value$502.9K (-$76.5K)
Filed 2026-10-29
Crown Wealth Group, LLC
INCREASED
Shares4,179 from 3,722
Change+457 (+12%)
Value$502.4K (-$17.3K)
Filed 2026-10-19
Axiom Investment Management LLC
DECREASED
Shares4,168 from 4,328
Change-160 (-4%)
Value$501.0K (-$103.2K)
Filed 2026-11-03
Watershed Private Wealth LLC
INCREASED
Shares4,152 from 2,522
Change+1,630 (+65%)
Value$499.2K (+$147.0K)
Filed 2026-10-30
Blackston Financial Advisory Group, LLC
INCREASED
Shares4,145 from 3,353
Change+792 (+24%)
Value$498.4K (+$30.2K)
Filed 2026-11-04
PW Nova Financial Services LLC
INCREASED
Shares4,133 from 4,033
Change+100 (+2%)
Value$496.9K (-$66.2K)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares4,119
Change+4,119
Value$495.3K
Filed 2026-10-09
Kuhn & Co Investment Counsel
DECREASED
Shares4,116 from 4,231
Change-115 (-3%)
Value$494.9K (-$95.9K)
Filed 2026-10-29
Prosperity Financial Group, Inc.
DECREASED
Shares4,084 from 4,147
Change-63 (-2%)
Value$491.1K (-$88.0K)
Filed 2026-10-29
Doliver Advisors, LP
DECREASED
Shares4,077 from 4,091
Change-14 (0%)
Value$490.2K (-$81.0K)
Filed 2026-10-01
Kornitzer Capital Management Inc
DECREASED
Shares4,061 from 4,561
Change-500 (-11%)
Value$488.3K (-$148.6K)
Filed 2026-11-03
American Capital Advisory, LLC
INCREASED
Shares4,055 from 4,014
Change+41 (+1%)
Value$487.5K (-$72.9K)
Filed 2026-10-28
Evanson Financial, LLC
INCREASED
Shares4,052 from 4,009
Change+43 (+1%)
Value$487.2K (-$72.6K)
Filed 2026-10-23
Landaas & Co
DECREASED
Shares4,046 from 4,146
Change-100 (-2%)
Value$486.5K (-$92.5K)
Filed 2026-10-29
Clarity Wealth Development LLC
UNCHANGED
Shares4,030 from 4,030
Change0 (0%)
Value$484.6K (-$78.2K)
Filed 2026-10-22
Integrated Wealth Management
INCREASED
Shares4,024 from 3,558
Change+466 (+13%)
Value$483.8K (-$13.0K)
Filed 2026-10-19
Ariston Services Group
DECREASED
Shares4,016 from 4,848
Change-832 (-17%)
Value$482.8K (-$194.1K)
Filed 2026-10-16
Professional Advisory Services Inc
INCREASED
Shares4,015 from 4,000
Change+15 (+0%)
Value$483 (-$76)
Filed 2026-10-08
Total Investment Management Inc
UNCHANGED
Shares4,015 from 4,015
Change0 (0%)
Value$482.7K (+$120.6K)
Filed 2026-10-22
Meridian Financial Partners LLC
DECREASED
Shares4,008 from 4,028
Change-20 (0%)
Value$382.2K (-$32.6K)
Filed 2026-10-23
Howard Wealth Management, LLC
DECREASED
Shares4,006 from 4,236
Change-230 (-5%)
Value$481.6K (-$109.8K)
Filed 2026-10-28
Cowa, LLC
UNCHANGED
Shares3,994 from 3,994
Change0 (0%)
Value$480.2K (-$77.5K)
Filed 2026-10-30
Red Mountain Financial, LLC
DECREASED
Shares3,992 from 4,022
Change-30 (-1%)
Value$479.9K (-$81.6K)
Filed 2026-11-03
RW Investment Management LLC
DECREASED
Shares3,991 from 4,421
Change-430 (-10%)
Value$479.8K (-$137.5K)
Filed 2026-11-03
Fairscale Capital, LLC
INCREASED
Shares3,983 from 3,963
Change+20 (+1%)
Value$261.9K (-$291.4K)
Filed 2026-11-04
North Berkeley Wealth Management, LLC
UNCHANGED
Shares3,977 from 3,977
Change0 (0%)
Value$478.2K (-$77.2K)
Filed 2026-11-02
Creekside Partners
DECREASED
Shares3,964 from 3,997
Change-33 (-1%)
Value$476.6K (-$81.5K)
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares3,960 from 200
Change+3,760 (+1880%)
Value$476.1K (+$448.2K)
Filed 2026-11-03
Navigation Group, LLC
INCREASED
Shares3,958 from 3,708
Change+250 (+7%)
Value$475.9K (-$41.9K)
Filed 2026-10-28
Montis Financial, LLC
INCREASED
Shares3,957 from 3,609
Change+348 (+10%)
Value$475.8K (-$28.2K)
Filed 2026-11-04
Galvin, Gaustad & Stein, LLC
INCREASED
Shares3,957 from 3,839
Change+118 (+3%)
Value$475.8K (-$60.2K)
Filed 2026-10-08
PFS Partners, LLC
DECREASED
Shares3,952 from 4,752
Change-800 (-17%)
Value$475.1K (-$188.4K)
Filed 2026-10-21
Financial Insights, Inc.
INCREASED
Shares3,941 from 3,841
Change+100 (+3%)
Value$473.8K (-$62.5K)
Filed 2026-10-27
D.B. Root & Company, LLC
DECREASED
Shares3,926 from 5,208
Change-1,282 (-25%)
Value$472.0K (-$255.2K)
Filed 2026-11-04
Atwood & Palmer Inc
DECREASED
Shares3,926 from 4,906
Change-980 (-20%)
Value$472.0K (-$213.0K)
Filed 2026-10-08
Patriot Investment Management Group, Inc.
INCREASED
Shares3,913 from 3,878
Change+35 (+1%)
Value$470.5K (-$71.0K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
INCREASED
Shares3,911 from 3,906
Change+5 (+0%)
Value$470.2K (-$75.2K)
Filed 2026-11-03
Great Diamond Partners, LLC
INCREASED
Shares3,907 from 3,889
Change+18 (+0%)
Value$469.7K (-$73.3K)
Filed 2026-10-13
Bath Savings Trust Co
DECREASED
Shares3,900 from 4,000
Change-100 (-2%)
Value$468.9K (-$89.6K)
Filed 2026-10-07
Strategic Advocates LLC
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$468.9K (-$75.7K)
Filed 2026-11-03
Lineweaver Wealth Advisors, LLC
INCREASED
Shares3,882 from 3,526
Change+356 (+10%)
Value$466.8K (-$25.6K)
Filed 2026-10-13
Clark Financial Services Group Inc
INCREASED
Shares3,879 from 2,869
Change+1,010 (+35%)
Value$466.3K (+$65.8K)
Filed 2026-10-19
Santori & Peters, Inc.
DECREASED
Shares3,879 from 3,900
Change-21 (-1%)
Value$466.3K (-$78.2K)
Filed 2026-10-26
Center For Asset Management LLC
INCREASED
Shares3,878 from 2,333
Change+1,545 (+66%)
Value$466.3K (+$140.5K)
Filed 2026-10-16
Atwater Malick LLC
DECREASED
Shares3,878 from 4,498
Change-620 (-14%)
Value$466.3K (-$161.8K)
Filed 2026-10-15
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares3,877 from 3,977
Change-100 (-3%)
Value$466.1K (-$89.2K)
Filed 2026-10-09
Advocate Investing Services LLC
UNCHANGED
Shares3,875 from 3,875
Change0 (0%)
Value$465.9K (-$75.2K)
Filed 2026-10-26
Lifelong Wealth Advisors, Inc.
INCREASED
Shares3,863 from 3,813
Change+50 (+1%)
Value$464.4K (-$68.0K)
Filed 2026-10-19
Sierra Ocean, LLC
DECREASED
Shares3,851 from 4,238
Change-387 (-9%)
Value$463.0K (-$128.7K)
Filed 2026-11-03
Capstone Wealth Management, LLC
INCREASED
Shares3,844 from 3,617
Change+227 (+6%)
Value$462.2K (-$42.9K)
Filed 2026-11-02
Archer Investment Corp
DECREASED
Shares3,843 from 5,343
Change-1,500 (-28%)
Value$462.0K (-$284.0K)
Filed 2026-11-05
Stevens Capital Partners
INCREASED
Shares3,841 from 3,232
Change+609 (+19%)
Value$461.8K (+$10.5K)
Filed 2026-10-29
Godsey & Gibb, Inc
DECREASED
Shares3,830 from 3,855
Change-25 (-1%)
Value$460.5K (-$77.8K)
Filed 2026-10-14
Powell Investment Advisors, LLC
INCREASED
Shares3,827 from 3,410
Change+417 (+12%)
Value$460.1K (-$16.0K)
Filed 2026-10-22
Briaud Financial Planning Inc
DECREASED
Shares3,809 from 3,836
Change-27 (-1%)
Value$458.0K (-$77.7K)
Filed 2026-10-20
Beverly Hills Private Wealth, LLC
DECREASED
Shares3,807 from 5,435
Change-1,628 (-30%)
Value$457.7K (-$301.2K)
Filed 2026-11-04
Equitable Trust Co
INCREASED
Shares3,804 from 3,484
Change+320 (+9%)
Value$457.4K (-$29.1K)
Filed 2026-10-13
Northside Capital Management, LLC
INCREASED
Shares3,780 from 3,042
Change+738 (+24%)
Value$454.5K (+$29.7K)
Filed 2026-10-13
Israel Discount Bank of New York
UNCHANGED
Shares3,777 from 3,777
Change0 (0%)
Value$454.1K (-$73.3K)
Filed 2026-10-14
First Premier Bank
UNCHANGED
Shares3,753 from 3,753
Change0 (0%)
Value$451 (-$73)
Filed 2026-10-13
ARS Wealth Advisors Group, LLC
INCREASED
Shares3,752 from 3,601
Change+151 (+4%)
Value$451.1K (-$51.6K)
Filed 2026-10-16
FAI Advisors, Inc.
INCREASED
Shares3,746 from 3,744
Change+2 (+0%)
Value$450.4K (-$72.4K)
Filed 2026-10-27
Myriad Asset Management US LP
NEW
Shares3,741
Change+3,741
Value$450.0K
Filed 2026-11-03
Integral Investment Advisors, Inc.
INCREASED
Shares3,737 from 3,537
Change+200 (+6%)
Value$449.3K (-$44.6K)
Filed 2026-11-03
Windsor Capital Management, LLC
UNCHANGED
Shares3,736 from 3,736
Change0 (0%)
Value$449.2K (-$72.5K)
Filed 2026-10-13
Montecito Bank & Trust
UNCHANGED
Shares3,725 from 3,725
Change0 (0%)
Value$447.9K (-$72.3K)
Filed 2026-10-01
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares3,724 from 2,443
Change+1,281 (+52%)
Value$447.8K (+$106.6K)
Filed 2026-10-20
Rossmore Private Capital
DECREASED
Shares3,723 from 3,773
Change-50 (-1%)
Value$447.6K (-$79.2K)
Filed 2026-10-27
Purus Wealth Management, LLC
INCREASED
Shares3,718 from 3,065
Change+653 (+21%)
Value$447.0K (+$19.0K)
Filed 2026-10-15
Paragon Private Wealth Management, LLC
DECREASED
Shares3,661 from 8,023
Change-4,362 (-54%)
Value$440.2K (-$680.1K)
Filed 2026-10-20
Bensler, LLC
DECREASED
Shares3,661 from 4,148
Change-487 (-12%)
Value$440.2K (-$139.0K)
Filed 2026-11-05
Cypress Capital, LLC
INCREASED
Shares3,646 from 1,617
Change+2,029 (+125%)
Value$438.4K (+$212.6K)
Filed 2026-10-20
LongView Wealth Management
INCREASED
Shares3,638 from 3,612
Change+26 (+1%)
Value$437.4K (-$66.9K)
Filed 2026-10-19
Goelzer Investment Management, Inc.
DECREASED
Shares3,636 from 3,850
Change-214 (-6%)
Value$437.2K (-$100.4K)
Filed 2026-10-16
Argyle Capital Partners, LLC
DECREASED
Shares3,628 from 3,713
Change-85 (-2%)
Value$436.2K (-$82.2K)
Filed 2026-10-23
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares3,626 from 3,627
Change-1 (0%)
Value$436.0K (-$70.5K)
Filed 2026-10-28
Private Management Group Inc
DECREASED
Shares3,623 from 3,693
Change-70 (-2%)
Value$435.6K (-$80.1K)
Filed 2026-11-04
Rydar Equities, Inc.
INCREASED
Shares3,620 from 3,140
Change+480 (+15%)
Value$409.5K (+$98.2K)
Filed 2026-10-13
Foster Victor Wealth Advisors, LLC
INCREASED
Shares3,616 from 3,491
Change+125 (+4%)
Value$332.8K (-$43.4K)
Filed 2026-10-21
Future Financial Wealth Managment LLC
DECREASED
Shares3,600 from 3,750
Change-150 (-4%)
Value$432.8K (+$57.0K)
Filed 2026-10-15
Monument Capital Management
INCREASED
Shares3,589 from 3,290
Change+299 (+9%)
Value$431.5K (-$27.9K)
Filed 2026-10-09
Private Client Services, LLC
DECREASED
Shares3,581 from 3,993
Change-412 (-10%)
Value$430.6K (-$127.0K)
Filed 2026-10-02
Certified Advisory Corp
INCREASED
Shares3,580 from 3,167
Change+413 (+13%)
Value$430.5K (-$11.8K)
Filed 2026-10-29
CRA Financial Services, LLC
INCREASED
Shares3,578 from 3,455
Change+123 (+4%)
Value$430.2K (-$52.2K)
Filed 2026-10-16
Zega Investments, LLC
DECREASED
Shares3,577 from 8,743
Change-5,166 (-59%)
Value$430.1K (-$790.7K)
Filed 2026-11-04
Summit Financial Wealth Advisors, LLC
INCREASED
Shares3,570 from 3,322
Change+248 (+7%)
Value$429.2K (-$34.6K)
Filed 2026-10-15
City Center Advisors, LLC
DECREASED
Shares3,567 from 3,622
Change-55 (-2%)
Value$428.9K (-$76.9K)
Filed 2026-10-08
Essential Investment Partners LLC
NEW
Shares3,559
Change+3,559
Value$427.9K
Filed 2026-10-27
Wolff Wiese Magana LLC
DECREASED
Shares3,557 from 3,567
Change-10 (0%)
Value$427.7K (-$70.4K)
Filed 2026-10-15
Post Resch Tallon Group Inc.
UNCHANGED
Shares3,552 from 3,552
Change0 (0%)
Value$427.1K (-$68.9K)
Filed 2026-10-09
Waterfront Wealth Inc.
UNCHANGED
Shares3,544 from 3,544
Change0 (0%)
Value$327.3K (-$61.9K)
Filed 2026-11-03
Arta Finance Wealth Management LLC
INCREASED
Shares3,537 from 3,417
Change+120 (+4%)
Value$425.3K (-$51.9K)
Filed 2026-10-28
Bernardo Wealth Planning LLC
INCREASED
Shares3,530 from 1,760
Change+1,770 (+101%)
Value$424.5K (+$178.7K)
Filed 2026-10-23
Asset One Wealth Management LLC
INCREASED
Shares3,524 from 2,252
Change+1,272 (+56%)
Value$423.7K (+$191.8K)
Filed 2026-11-02
Financial Harvest, LLC
DECREASED
Shares3,517 from 3,660
Change-143 (-4%)
Value$422.8K (-$88.3K)
Filed 2026-10-15
Capital Square, LLC
UNCHANGED
Shares3,506 from 3,506
Change0 (0%)
Value$421.5K (+$36.4K)
Filed 2026-10-19
BG Investment Services, LLC
NEW
Shares3,500
Change+3,500
Value$420.8K
Filed 2026-10-23
Alchemi Wealth, LLC
INCREASED
Shares3,491 from 3,204
Change+287 (+9%)
Value$419.7K (-$27.7K)
Filed 2026-11-04
LexAurum Advisors, LLC
INCREASED
Shares3,491 from 3,466
Change+25 (+1%)
Value$419.7K (-$64.2K)
Filed 2026-10-19
Greenup Street Wealth Management LLC
DECREASED
Shares3,490 from 3,836
Change-346 (-9%)
Value$419.6K (-$116.0K)
Filed 2026-10-28
Detalus Advisors, LLC
DECREASED
Shares3,490 from 3,601
Change-111 (-3%)
Value$419.6K (-$83.2K)
Filed 2026-10-15
CGN Advisors LLC
DECREASED
Shares3,483 from 4,009
Change-526 (-13%)
Value$418.8K (-$141.0K)
Filed 2026-10-21
Crumly & Associates Inc.
INCREASED
Shares3,479 from 2,936
Change+543 (+18%)
Value$418.3K (+$8.3K)
Filed 2026-10-07
Objective Capital Management, LLC
UNCHANGED
Shares3,478 from 3,478
Change0 (0%)
Value$418.2K (-$67.5K)
Filed 2026-10-13
Wendell David Associates Inc
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$415.0K (-$67.0K)
Filed 2026-10-27
Family Capital Management, Inc.
INCREASED
Shares3,448 from 2,335
Change+1,113 (+48%)
Value$414.6K (+$88.5K)
Filed 2026-11-03
Financial Solutions Advisory Group, Inc.
NEW
Shares3,447
Change+3,447
Value$309.7K
Filed 2026-10-28
CGC Financial Services, LLC
UNCHANGED
Shares3,446 from 3,446
Change0 (0%)
Value$414.3K (-$66.9K)
Filed 2026-10-13
Mainsail Asset Management, LLC
INCREASED
Shares3,435 from 2,659
Change+776 (+29%)
Value$386.4K (+$133.7K)
Filed 2026-10-14
Kennebec Savings Bank
INCREASED
Shares3,428 from 819
Change+2,609 (+319%)
Value$412.1K (+$297.8K)
Filed 2026-10-22
Atticus Wealth Management, LLC
INCREASED
Shares3,424 from 2,754
Change+670 (+24%)
Value$411.7K (+$27.1K)
Filed 2026-10-20
Summit Asset Management, LLC
DECREASED
Shares3,409 from 3,451
Change-42 (-1%)
Value$409.9K (-$72.0K)
Filed 2026-11-05
Cornerstone Planning Group LLC
INCREASED
Shares3,408 from 3,331
Change+77 (+2%)
Value$356.8K (+$15.0K)
Filed 2026-10-16
Sunburst Financial Group, LLC
UNCHANGED
Shares3,395 from 3,395
Change0 (0%)
Value$408.2K (-$65.9K)
Filed 2026-10-09
Leslie Global Wealth, LLC
DECREASED
Shares3,389 from 3,651
Change-262 (-7%)
Value$407.5K (-$102.3K)
Filed 2026-10-26
Barton Investment Management
DECREASED
Shares3,385 from 3,870
Change-485 (-13%)
Value$407.0K (-$133.4K)
Filed 2026-10-27
SevenBridge Financial Group, LLC
DECREASED
Shares3,384 from 3,743
Change-359 (-10%)
Value$310.2K (-$70.3K)
Filed 2026-10-26
Planned Solutions, Inc.
UNCHANGED
Shares3,381 from 3,381
Change0 (0%)
Value$406.5K (-$65.6K)
Filed 2026-10-19
GFG Capital, LLC
NEW
Shares3,378
Change+3,378
Value$406.1K
Filed 2026-10-16
RKL Wealth Management LLC
DECREASED
Shares3,377 from 3,987
Change-610 (-15%)
Value$406.0K (-$150.7K)
Filed 2026-10-16
MN Wealth Advisors, LLC
INCREASED
Shares3,375 from 3,371
Change+4 (+0%)
Value$405.8K (-$64.9K)
Filed 2026-10-23
Old North State Wealth Management, LLC
DECREASED
Shares3,371 from 4,171
Change-800 (-19%)
Value$405.4K (-$177.1K)
Filed 2026-10-22
Bank of New Hampshire
UNCHANGED
Shares3,365 from 3,365
Change0 (0%)
Value$404.6K (-$65.3K)
Filed 2026-10-06
Scott Capital Advisors, LLC
INCREASED
Shares3,364 from 2,406
Change+958 (+40%)
Value$380.6K (+$44.6K)
Filed 2026-10-13
Vista Investment Partners LLC
DECREASED
Shares3,351 from 3,354
Change-3 (0%)
Value$402.9K (-$65.4K)
Filed 2026-10-08
Tradewinds Capital Management, LLC
INCREASED
Shares3,348 from 3,285
Change+63 (+2%)
Value$402.6K (-$56.2K)
Filed 2026-10-23
Rede Wealth, LLC
UNCHANGED
Shares3,344 from 3,344
Change0 (0%)
Value$402.1K (-$64.9K)
Filed 2026-10-22
NBZ Investment Advisors LLC
UNCHANGED
Shares3,326 from 3,326
Change0 (0%)
Value$399.9K (-$64.5K)
Filed 2026-10-30
RBA Wealth Management, LLC
NEW
Shares3,325
Change+3,325
Value$399.8K
Filed 2026-10-28
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares3,321 from 3,321
Change0 (0%)
Value$399.3K (-$64.4K)
Filed 2026-10-30
Amarillo National Bank
UNCHANGED
Shares3,315 from 3,315
Change0 (0%)
Value$398.6K (-$64.3K)
Filed 2026-10-23
Elevated Financial Group LLC
INCREASED
Shares3,310 from 3,275
Change+35 (+1%)
Value$398.0K (-$59.3K)
Filed 2026-10-16
Norway Savings Bank
INCREASED
Shares3,309 from 3,059
Change+250 (+8%)
Value$397.8K (-$29.3K)
Filed 2026-10-20
WPG Advisers, LLC
INCREASED
Shares3,306 from 3,244
Change+62 (+2%)
Value$397.5K (-$55.5K)
Filed 2026-10-27
Mcdonald Partners LLC
DECREASED
Shares3,304 from 3,585
Change-281 (-8%)
Value$397.2K (-$103.4K)
Filed 2026-11-03
tru Independence LLC
INCREASED
Shares3,302 from 2,881
Change+421 (+15%)
Value$397.0K (-$5.3K)
Filed 2026-10-20
CFC Planning Co LLC
NEW
Shares3,299
Change+3,299
Value$396.8K
Filed 2026-10-28
Bigelow Investment Advisors, LLC
DECREASED
Shares3,293 from 3,434
Change-141 (-4%)
Value$395.9K (-$83.6K)
Filed 2026-10-13
Lantern Wealth Advisors, LLC
NEW
Shares3,286
Change+3,286
Value$395.1K
Filed 2026-10-22
Idaho Trust Co
UNCHANGED
Shares3,283 from 3,283
Change0 (0%)
Value$394.7K (-$63.7K)
Filed 2026-11-04
BlueSky Wealth Advisors, LLC
INCREASED
Shares3,282 from 2,884
Change+398 (+14%)
Value$394.6K (-$8.1K)
Filed 2026-10-29
Birch Financial Group, LLC
INCREASED
Shares3,278 from 2,024
Change+1,254 (+62%)
Value$394.1K (+$111.5K)
Filed 2026-10-27
Fulton Breakefield Broenniman LLC
INCREASED
Shares3,277 from 3,123
Change+154 (+5%)
Value$394.0K (-$42.1K)
Filed 2026-11-03
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares3,274 from 3,185
Change+89 (+3%)
Value$393.6K (-$51.1K)
Filed 2026-10-15
Barings LLC
INCREASED
Shares3,262 from 2,180
Change+1,082 (+50%)
Value$392.2K (+$87.8K)
Filed 2026-10-22
Stewardship Advisors, LLC
INCREASED
Shares3,260 from 3,212
Change+48 (+1%)
Value$392.0K (-$56.5K)
Filed 2026-10-20
Norris Perne & French LLP
DECREASED
Shares3,249 from 4,313
Change-1,064 (-25%)
Value$390.6K (-$211.6K)
Filed 2026-10-23
Prota Financial, LLC
DECREASED
Shares3,246 from 3,550
Change-304 (-9%)
Value$389.5K (-$61.4K)
Filed 2026-10-08
Family Wealth Partners, LLC
INCREASED
Shares3,240 from 2,512
Change+728 (+29%)
Value$389.5K (+$38.8K)
Filed 2026-10-20
Huntleigh Advisors, Inc.
INCREASED
Shares3,240 from 2,940
Change+300 (+10%)
Value$389.5K (-$21.0K)
Filed 2026-11-03
Blue Fin Capital, Inc.
UNCHANGED
Shares3,238 from 3,238
Change0 (0%)
Value$389.3K (-$62.8K)
Filed 2026-10-28
Advisory Solutions Group, LLC
NEW
Shares3,236
Change+3,236
Value$389.1K
Filed 2026-10-14
Baron Wealth Management LLC
INCREASED
Shares3,235 from 3,009
Change+226 (+8%)
Value$388.9K (-$31.2K)
Filed 2026-10-27
Convergence Investment Partners, LLC
DECREASED
Shares3,232 from 6,091
Change-2,859 (-47%)
Value$388.6K (-$461.9K)
Filed 2026-10-28
August Group Capital Ltd
DECREASED
Shares3,230 from 3,372
Change-142 (-4%)
Value$388.2K (-$82.5K)
Filed 2026-10-14
Horizon Financial Services, LLC
INCREASED
Shares3,227 from 2,601
Change+626 (+24%)
Value$388.0K (+$24.8K)
Filed 2026-11-04
Integris Wealth Management, LLC
INCREASED
Shares3,227 from 2,992
Change+235 (+8%)
Value$388.0K (-$29.8K)
Filed 2026-10-14
Embree Financial Group
DECREASED
Shares3,223 from 3,236
Change-13 (0%)
Value$387.5K (-$64.3K)
Filed 2026-10-22
Hamilton Capital, LLC
INCREASED
Shares3,221 from 1,688
Change+1,533 (+91%)
Value$387.3K (+$151.6K)
Filed 2026-10-08
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares3,215 from 1,777
Change+1,438 (+81%)
Value$386.5K (+$138.3K)
Filed 2026-10-22
Greatmark Investment Partners, Inc.
DECREASED
Shares3,205 from 3,255
Change-50 (-2%)
Value$385.3K (-$69.2K)
Filed 2026-10-28
Soundwatch Capital LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$381.9K (-$65.0K)
Filed 2026-11-04
Tenzing Financial LLC
DECREASED
Shares3,197 from 3,299
Change-102 (-3%)
Value$294.2K (-$108.9K)
Filed 2026-11-03
Garrett Wealth Advisory Group, LLC
DECREASED
Shares3,184 from 3,259
Change-75 (-2%)
Value$382.8K (-$72.2K)
Filed 2026-10-22
Studio Investment Management LLC
DECREASED
Shares3,170 from 4,373
Change-1,203 (-28%)
Value$381.1K (-$229.5K)
Filed 2026-10-22
Center for Financial Planning, Inc.
INCREASED
Shares3,168 from 1,249
Change+1,919 (+154%)
Value$381.0K (+$206.6K)
Filed 2026-10-26
Waller Financial Planning Group, Inc
DECREASED
Shares3,161 from 3,181
Change-20 (-1%)
Value$380.0K (-$64.1K)
Filed 2026-10-07
JSF Financial, LLC
INCREASED
Shares3,159 from 2,509
Change+650 (+26%)
Value$379.8K (+$29.5K)
Filed 2026-10-22
Outlook Wealth Advisors, LLC
INCREASED
Shares3,159 from 2,830
Change+329 (+12%)
Value$379.8K (-$15.3K)
Filed 2026-10-28
Rosenberg Matthew Hamilton
INCREASED
Shares3,157 from 2,610
Change+547 (+21%)
Value$379.6K (+$15.1K)
Filed 2026-10-05
Vann Equity Management LLC
INCREASED
Shares3,152 from 3,028
Change+124 (+4%)
Value$379.0K (-$43.9K)
Filed 2026-10-08
Align Financial, LLC
DECREASED
Shares3,143 from 7,696
Change-4,553 (-59%)
Value$377.8K (-$696.7K)
Filed 2026-10-16
Eubel Brady & Suttman Asset Management Inc
DECREASED
Shares3,139 from 4,146
Change-1,007 (-24%)
Value$377.0K (-$202.0K)
Filed 2026-11-04
Signature Wealth Management Partners, LLC
UNCHANGED
Shares3,137 from 3,137
Change0 (0%)
Value$377.2K (-$60.9K)
Filed 2026-10-21
Roan Capital Partners
INCREASED
Shares3,131 from 2,435
Change+696 (+29%)
Value$376.4K (+$36.4K)
Filed 2026-10-09
Centurion Wealth Management LLC
DECREASED
Shares3,112 from 3,432
Change-320 (-9%)
Value$374.2K (-$105.1K)
Filed 2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares3,105 from 3,600
Change-495 (-14%)
Value$373.3K (-$129.4K)
Filed 2026-10-08
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares3,104 from 3,454
Change-350 (-10%)
Value$351.1K (-$71.0K)
Filed 2026-10-19
Nolet Wealth Management, LLC
DECREASED
Shares3,100 from 3,343
Change-243 (-7%)
Value$372.7K (-$94.1K)
Filed 2026-10-15
Bdfs Capital LLC
INCREASED
Shares3,096 from 3,083
Change+13 (+0%)
Value$372.2K (-$58.2K)
Filed 2026-10-14
Connecticut Wealth Management, LLC
INCREASED
Shares3,078 from 2,334
Change+744 (+32%)
Value$370.1K (+$44.2K)
Filed 2026-10-13
Veltria Advisors Corp.
INCREASED
Shares3,072 from 2,483
Change+589 (+24%)
Value$369.3K (+$22.6K)
Filed 2026-11-05
Eagle Strategies LLC
UNCHANGED
Shares3,070 from 3,070
Change0 (0%)
Value$369.2K (-$59.6K)
Filed 2026-10-16
TrustBank
UNCHANGED
Shares3,060 from 3,060
Change0 (0%)
Value$367.9K (-$59.4K)
Filed 2026-10-20
Deltec Asset Management LLC
UNCHANGED
Shares3,055 from 3,055
Change0 (0%)
Value$367.3K (-$59.3K)
Filed 2026-10-26
Quantum Financial Planning Services, Inc.
UNCHANGED
Shares3,053 from 3,053
Change0 (0%)
Value$367.1K (-$59.2K)
Filed 2026-10-14
Whelan Financial
INCREASED
Shares3,049 from 2,347
Change+702 (+30%)
Value$366.6K (+$38.9K)
Filed 2026-10-28
Aletheian Wealth Advisors LLC
INCREASED
Shares3,047 from 2,969
Change+78 (+3%)
Value$366.3K (-$48.2K)
Filed 2026-10-08
Firestone Capital Management
UNCHANGED
Shares3,046 from 3,046
Change0 (0%)
Value$366.2K (-$59.1K)
Filed 2026-11-03
Convergence Financial, LLC
NEW
Shares3,037
Change+3,037
Value$365.1K
Filed 2026-10-27
United Community Bank
INCREASED
Shares3,032 from 2,032
Change+1,000 (+49%)
Value$364.5K (+$80.8K)
Filed 2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares3,032 from 2,977
Change+55 (+2%)
Value$364.6K (-$51.1K)
Filed 2026-10-15
Fusion Capital, LLC
INCREASED
Shares3,031 from 2,961
Change+70 (+2%)
Value$364.4K (-$49.0K)
Filed 2026-10-28
DLK Investment Management, LLC
NEW
Shares3,019
Change+3,019
Value$363.0K
Filed 2026-10-09
Elevation Wealth Management LLC
NEW
Shares3,018
Change+3,018
Value$362.9K
Filed 2026-11-02
Legacy Wealth Partners, LLC
INCREASED
Shares3,002 from 2,892
Change+110 (+4%)
Value$360.9K (-$42.9K)
Filed 2026-10-15
Capital Wealth Alliance, LLC
DECREASED
Shares3,000 from 3,640
Change-640 (-18%)
Value$360.7K (-$147.6K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares2,997 from 1,657
Change+1,340 (+81%)
Value$360.3K (+$129.0K)
Filed 2026-10-29
Jm2 Capital Inc.
INCREASED
Shares2,994 from 2,733
Change+261 (+10%)
Value$360.0K (-$21.6K)
Filed 2026-10-14
Woodward Diversified Capital, LLC
DECREASED
Shares2,989 from 3,507
Change-518 (-15%)
Value$359.4K (-$130.3K)
Filed 2026-10-21
Livelsberger Financial Advisory
NEW
Shares2,987
Change+2,987
Value$359.1K
Filed 2026-10-28
Peak Financial Management, Inc.
DECREASED
Shares2,984 from 3,009
Change-25 (-1%)
Value$358.8K (-$61.4K)
Filed 2026-10-16
Gray Private Wealth, LLC
INCREASED
Shares2,980 from 2,829
Change+151 (+5%)
Value$358.3K (-$36.7K)
Filed 2026-10-28
Simon Quick Advisors, LLC
INCREASED
Shares2,979 from 1,860
Change+1,119 (+60%)
Value$358.2K (+$98.5K)
Filed 2026-10-26
Griffith & Werner, Inc.
DECREASED
Shares2,974 from 3,031
Change-57 (-2%)
Value$357.6K (-$65.4K)
Filed 2026-11-04
Covenant Asset Management, LLC
INCREASED
Shares2,967 from 2,799
Change+168 (+6%)
Value$356.7K (-$34.1K)
Filed 2026-10-14
Capital Management Associates, Inc
DECREASED
Shares2,958 from 3,353
Change-395 (-12%)
Value$355.6K (-$112.5K)
Filed 2026-10-20
Synergy Asset Management, LLC
NEW
Shares2,955
Change+2,955
Value$355.3K
Filed 2026-11-05
Archvest Wealth Advisors, Inc.
NEW
Shares2,952
Change+2,952
Value$354.9K
Filed 2026-10-29
Junk Investment Group, LLC
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$354.7K (-$57.2K)
Filed 2026-10-19
Chris Bulman Inc
UNCHANGED
Shares2,945 from 2,945
Change0 (0%)
Value$354.0K (-$57.1K)
Filed 2026-10-20
Garde Capital, Inc.
INCREASED
Shares2,941 from 2,924
Change+17 (+1%)
Value$353.6K (-$54.7K)
Filed 2026-10-29
J. L. Bainbridge & Co., Inc.
INCREASED
Shares2,940 from 2,840
Change+100 (+4%)
Value$353.5K (-$43.1K)
Filed 2026-10-20
Garner Asset Management Corp
DECREASED
Shares2,930 from 2,964
Change-34 (-1%)
Value$265.1K (-$148.8K)
Filed 2026-10-30
Verus Financial Partners, Inc.
INCREASED
Shares2,927 from 2,834
Change+93 (+3%)
Value$351.9K (-$43.8K)
Filed 2026-10-29
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares2,917 from 3,603
Change-686 (-19%)
Value$350.7K (-$152.4K)
Filed 2026-10-26
Connecticut Capital Management Group, LLC
INCREASED
Shares2,915 from 2,473
Change+442 (+18%)
Value$350.5K (+$5.2K)
Filed 2026-10-29
Hobart Private Capital, LLC
DECREASED
Shares2,911 from 2,961
Change-50 (-2%)
Value$350.0K (-$63.5K)
Filed 2026-10-19
American Institute for Advanced Investment Management, LLP
INCREASED
Shares2,902 from 1,452
Change+1,450 (+100%)
Value$348.9K (+$146.2K)
Filed 2026-11-03
Monetary Solutions, Ltd
INCREASED
Shares2,902 from 2,895
Change+7 (+0%)
Value$348.9K (-$55.3K)
Filed 2026-10-22
Avantra Family Wealth, Inc.
DECREASED
Shares2,901 from 2,989
Change-88 (-3%)
Value$348.8K (-$68.6K)
Filed 2026-10-20
Latitude Advisors, LLC
INCREASED
Shares2,888 from 2,724
Change+164 (+6%)
Value$347.2K (-$33.1K)
Filed 2026-10-27
Flynn Zito Capital Management, LLC
UNCHANGED
Shares2,878 from 2,878
Change0 (0%)
Value$346.0K (-$55.8K)
Filed 2026-11-04
Market Street Wealth Management Advisors LLC
INCREASED
Shares2,871 from 2,191
Change+680 (+31%)
Value$345.2K (+$39.3K)
Filed 2026-10-09
GSG Advisors LLC
INCREASED
Shares2,871 from 2,550
Change+321 (+13%)
Value$345.2K (-$10.9K)
Filed 2026-11-03
Invested Advisors
DECREASED
Shares2,870 from 3,487
Change-617 (-18%)
Value$345.1K (-$141.8K)
Filed 2026-10-23
Box Hill Private Wealth LLC
UNCHANGED
Shares2,869 from 2,869
Change0 (0%)
Value$344.9K (-$55.7K)
Filed 2026-10-05
Uptick Partners, LLC
INCREASED
Shares2,863 from 2,076
Change+787 (+38%)
Value$344.2K (+$54.3K)
Filed 2026-11-04
Valley National Advisers Inc
DECREASED
Shares2,859 from 2,860
Change-1 (0%)
Value$343.7K (-$55.6K)
Filed 2026-10-23
Stack Financial Management, Inc
UNCHANGED
Shares2,858 from 2,858
Change0 (0%)
Value$343.6K (-$55.4K)
Filed 2026-11-02
Owl Creek Wealth Partners LLC
DECREASED
Shares2,854 from 3,138
Change-284 (-9%)
Value$343.1K (-$95.0K)
Filed 2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares2,854 from 2,791
Change+63 (+2%)
Value$343.1K (-$46.6K)
Filed 2026-10-28
New England Research & Management, Inc.
NEW
Shares2,850
Change+2,850
Value$342.7K
Filed 2026-10-16
Artesa Financial Group, LLC
DECREASED
Shares2,849 from 3,089
Change-240 (-8%)
Value$342.5K (-$88.8K)
Filed 2026-10-29
Wavvest Wealth LLC
NEW
Shares2,833
Change+2,833
Value$340.6K
Filed 2026-10-21
Rainier Family Wealth Inc
INCREASED
Shares2,816 from 2,011
Change+805 (+40%)
Value$338.6K (+$57.8K)
Filed 2026-11-02
Ridgewood Investments LLC
UNCHANGED
Shares2,811 from 2,811
Change0 (0%)
Value$338.0K (-$54.5K)
Filed 2026-10-05
TSA Wealth Managment LLC
INCREASED
Shares2,809 from 2,206
Change+603 (+27%)
Value$337.7K (+$29.7K)
Filed 2026-10-22
Voisard Asset Management Group, Inc.
INCREASED
Shares2,801 from 2,266
Change+535 (+24%)
Value$336.8K (+$20.4K)
Filed 2026-10-13
North Point Portfolio Managers Corp
INCREASED
Shares2,800 from 2,102
Change+698 (+33%)
Value$336.6K (+$43.1K)
Filed 2026-10-07
Inlet Private Wealth, LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$336.6K (-$54.3K)
Filed 2026-10-21
M.E. Allison & Co., Inc.
UNCHANGED
Shares2,798 from 2,798
Change0 (0%)
Value$336.4K (-$54.3K)
Filed 2026-10-09
Flavin Financial Services, Inc.
UNCHANGED
Shares2,797 from 2,797
Change0 (0%)
Value$336.3K (-$54.3K)
Filed 2026-10-21
KFA Private Wealth Group, LLC
NEW
Shares2,796
Change+2,796
Value$336.2K
Filed 2026-10-07
GreatBanc Trust Co
UNCHANGED
Shares2,795 from 2,795
Change0 (0%)
Value$336.0K (-$54.2K)
Filed 2026-11-04
Brady Family Wealth, LLC
UNCHANGED
Shares2,794 from 2,794
Change0 (0%)
Value$335.9K (-$54.2K)
Filed 2026-11-02
Great Waters Wealth Management
DECREASED
Shares2,793 from 2,798
Change-5 (0%)
Value$335.8K (-$54.9K)
Filed 2026-10-07
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares2,790 from 3,931
Change-1,141 (-29%)
Value$335.5K (-$213.5K)
Filed 2026-10-08
Pines Wealth Management, LLC
INCREASED
Shares2,789 from 1,711
Change+1,078 (+63%)
Value$335.3K (+$96.4K)
Filed 2026-10-21
Bell Investment Advisors, Inc
DECREASED
Shares2,789 from 2,895
Change-106 (-4%)
Value$335.3K (-$68.9K)
Filed 2026-10-29
Cypress Point Wealth Management, LLC
INCREASED
Shares2,784 from 1,585
Change+1,199 (+76%)
Value$334.7K (+$113.4K)
Filed 2026-11-03
Cedar Mountain Advisors, LLC
INCREASED
Shares2,783 from 2,763
Change+20 (+1%)
Value$334.6K (-$51.2K)
Filed 2026-10-15
BlueChip Wealth Advisors LLC
INCREASED
Shares2,781 from 1,810
Change+971 (+54%)
Value$334.4K (+$81.6K)
Filed 2026-11-03
ERn Financial, LLC
INCREASED
Shares2,778 from 1,558
Change+1,220 (+78%)
Value$334.0K (+$116.5K)
Filed 2026-10-28
Arrien Investments, Inc.
DECREASED
Shares2,775 from 2,884
Change-109 (-4%)
Value$333.6K (-$69.1K)
Filed 2026-10-30
PVG Asset Management Corp
INCREASED
Shares2,770 from 2,736
Change+34 (+1%)
Value$333.0K (-$49.0K)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
DECREASED
Shares2,765 from 2,789
Change-24 (-1%)
Value$332.4K (-$57.0K)
Filed 2026-11-05
Discipline Wealth Solutions, LLC
INCREASED
Shares2,758 from 1,935
Change+823 (+43%)
Value$331.6K (+$61.4K)
Filed 2026-10-14
Stiles Financial Services Inc
UNCHANGED
Shares2,738 from 2,738
Change0 (0%)
Value$329.2K (-$53.1K)
Filed 2026-10-30
BCU Wealth Advisors, LLC
DECREASED
Shares2,737 from 2,755
Change-18 (-1%)
Value$329.1K (-$55.6K)
Filed 2026-10-16
Penobscot Wealth Management
DECREASED
Shares2,725 from 2,898
Change-173 (-6%)
Value$327.6K (-$77.0K)
Filed 2026-10-21
Hoge Financial Services, LLC
INCREASED
Shares2,716 from 2,601
Change+115 (+4%)
Value$327.1K (-$36.0K)
Filed 2026-11-05
Cora Capital Advisors LLC
INCREASED
Shares2,713 from 2,672
Change+41 (+2%)
Value$326.2K (-$46.9K)
Filed 2026-11-02
Great Point Wealth Advisors, LLC
INCREASED
Shares2,708 from 2,650
Change+58 (+2%)
Value$325.5K (-$44.4K)
Filed 2026-10-15
Avion Wealth
INCREASED
Shares2,706 from 2,466
Change+240 (+10%)
Value$325.0K (-$19.0K)
Filed 2026-11-04
Wiser Wealth Management, Inc
INCREASED
Shares2,700 from 2,450
Change+250 (+10%)
Value$324.6K (-$17.5K)
Filed 2026-10-14
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED
Shares2,698 from 2,698
Change0 (0%)
Value$324.4K (-$52.3K)
Filed 2026-10-21
WestHill Financial Advisors, Inc.
UNCHANGED
Shares2,697 from 2,697
Change0 (0%)
Value$324.3K (-$52.3K)
Filed 2026-10-14
Financial Partners Group, Inc
INCREASED
Shares2,694 from 2,368
Change+326 (+14%)
Value$323.9K (-$6.7K)
Filed 2026-10-19
KFG Wealth Management, LLC
DECREASED
Shares2,689 from 2,717
Change-28 (-1%)
Value$323.3K (-$56.1K)
Filed 2026-10-16
Cane Capital Partners, LLC
NEW
Shares2,687
Change+2,687
Value$323.1K
Filed 2026-10-23
Evolution Wealth Management Inc.
INCREASED
Shares2,686 from 669
Change+2,017 (+301%)
Value$323.0K (+$229.6K)
Filed 2026-10-28
Capstone Wealth Management Group, Inc.
UNCHANGED
Shares2,685 from 2,685
Change0 (0%)
Value$322.8K (-$52.1K)
Filed 2026-10-19
Woodstock Corp
NEW
Shares2,680
Change+2,680
Value$322.2K
Filed 2026-10-13
Regatta Capital Group, LLC
NEW
Shares2,679
Change+2,679
Value$322.1K
Filed 2026-10-23
Focused Alpha, LLC
DECREASED
Shares2,677 from 12,627
Change-9,950 (-79%)
Value$321.9K (-$1.4M)
Filed 2026-10-20
Provident Trust Co
UNCHANGED
Shares2,668 from 2,668
Change0 (0%)
Value$320.8K (-$51.8K)
Filed 2026-10-29
Register Financial Advisors LLC
DECREASED
Shares2,665 from 2,712
Change-47 (-2%)
Value$320.4K (-$58.3K)
Filed 2026-10-23
E6 Portfolios, LLC
INCREASED
Shares2,650 from 2,155
Change+495 (+23%)
Value$318.6K (+$17.7K)
Filed 2026-10-26
XY Planning Network, Inc.
INCREASED
Shares2,646 from 2,175
Change+471 (+22%)
Value$318.1K (+$14.4K)
Filed 2026-10-14
F&V Capital Management, LLC
UNCHANGED
Shares2,645 from 2,645
Change0 (0%)
Value$318 (-$368.7K)
Filed 2026-10-19
Diversified Management Inc
INCREASED
Shares2,642 from 2,437
Change+205 (+8%)
Value$317.7K (-$22.6K)
Filed 2026-10-08
Samalin Investment Counsel, LLC
INCREASED
Shares2,637 from 2,587
Change+50 (+2%)
Value$317.0K (-$44.2K)
Filed 2026-10-23
MinichMacGregor Wealth Management, LLC
INCREASED
Shares2,633 from 2,486
Change+147 (+6%)
Value$316.6K (-$30.6K)
Filed 2026-10-14
Heartwood Wealth Advisors LLC
INCREASED
Shares2,622 from 2,598
Change+24 (+1%)
Value$315.2K (-$47.5K)
Filed 2026-10-05
Stone Summit Wealth LLC
UNCHANGED
Shares2,620 from 2,620
Change0 (0%)
Value$315.0K (-$50.8K)
Filed 2026-10-14
J. Derek Lewis & Associates Inc.
DECREASED
Shares2,619 from 2,648
Change-29 (-1%)
Value$315.0K (-$54.9K)
Filed 2026-11-03
Able Wealth Management LLC
DECREASED
Shares2,615 from 5,074
Change-2,459 (-48%)
Value$303.9K (-$404.6K)
Filed 2026-10-13
Asset Allocation & Management Company, LLC
UNCHANGED
Shares2,613 from 2,613
Change0 (0%)
Value$314 (-$51)
Filed 2026-10-13
RIA Advisory Group LLC
DECREASED
Shares2,609 from 5,323
Change-2,714 (-51%)
Value$313.7K (-$429.6K)
Filed 2026-10-15
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares2,609 from 1,535
Change+1,074 (+70%)
Value$313.6K (+$99.4K)
Filed 2026-10-21
San Luis Wealth Advisors LLC
INCREASED
Shares2,604 from 1,893
Change+711 (+38%)
Value$313.1K (+$48.8K)
Filed 2026-10-27
GHP Investment Advisors, Inc.
DECREASED
Shares2,600 from 3,044
Change-444 (-15%)
Value$312.6K (-$112.4K)
Filed 2026-10-15
Missouri Trust & Investment Co
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$312.6K (+$78.1K)
Filed 2026-11-04
Curran Financial Partners, LLC
INCREASED
Shares2,599 from 2,408
Change+191 (+8%)
Value$312.4K (-$23.7K)
Filed 2026-11-04
Todd Wealth Management, LLC
UNCHANGED
Shares2,594 from 2,594
Change0 (0%)
Value$311.9K (-$50.3K)
Filed 2026-10-19
Intelligence Driven Advisers, LLC
INCREASED
Shares2,585 from 1,709
Change+876 (+51%)
Value$310.8K (+$72.2K)
Filed 2026-10-09
Activest Wealth Management
INCREASED
Shares2,582 from 2,328
Change+254 (+11%)
Value$310.4K (-$14.6K)
Filed 2026-10-15
Lebenthal Global Advisors, LLC
INCREASED
Shares2,579 from 1,985
Change+594 (+30%)
Value$310.0K (+$32.9K)
Filed 2026-10-28
Trust Co
DECREASED
Shares2,578 from 2,678
Change-100 (-4%)
Value$310.0K (-$64.0K)
Filed 2026-10-09
Camden National Bank
INCREASED
Shares2,576 from 2,565
Change+11 (+0%)
Value$309.7K (-$48.4K)
Filed 2026-11-02
Carlson Financial, Inc.
DECREASED
Shares2,568 from 2,669
Change-101 (-4%)
Value$308.8K (-$63.8K)
Filed 2026-11-05
Central Valley Advisors, LLC
DECREASED
Shares2,561 from 5,938
Change-3,377 (-57%)
Value$308.0K (-$521.4K)
Filed 2026-10-27
Jeter Robert S II
NEW
Shares2,557
Change+2,557
Value$262.9K
Filed 2026-10-16
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares2,555 from 2,439
Change+116 (+5%)
Value$307.2K (-$33.3K)
Filed 2026-10-29
Brandywine OAK Private Wealth LLC
INCREASED
Shares2,544 from 2,464
Change+80 (+3%)
Value$305.9K (-$38.2K)
Filed 2026-10-23
First Security Investment Management, Inc.
DECREASED
Shares2,544 from 2,548
Change-4 (0%)
Value$305.8K (-$49.9K)
Filed 2026-11-05
Fulcrum Equity Management
INCREASED
Shares2,540 from 2,305
Change+235 (+10%)
Value$305.4K (-$16.5K)
Filed 2026-10-21
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares2,539 from 2,539
Change0 (0%)
Value$305.3K (-$49.3K)
Filed 2026-11-02
Fortitude Financial, LLC
UNCHANGED
Shares2,530 from 2,530
Change0 (0%)
Value$304.2K (-$49.1K)
Filed 2026-10-19
Robinson Smith Wealth Advisors LLC
UNCHANGED
Shares2,522 from 2,522
Change0 (0%)
Value$303.2K (-$48.9K)
Filed 2026-10-22
Country Trust Bank
INCREASED
Shares2,517 from 277
Change+2,240 (+809%)
Value$302.6K (+$263.9K)
Filed 2026-10-30
BridgePort Financial Solutions, LLC
INCREASED
Shares2,514 from 1,651
Change+863 (+52%)
Value$302.3K (+$71.7K)
Filed 2026-11-02
Unique Wealth, LLC
INCREASED
Shares2,512 from 2,439
Change+73 (+3%)
Value$302.0K (-$38.5K)
Filed 2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED
Shares2,510 from 2,510
Change0 (0%)
Value$301.8K (-$48.7K)
Filed 2026-10-15
jvl associates llc
INCREASED
Shares2,504 from 2,373
Change+131 (+6%)
Value$301.1K (-$30.3K)
Filed 2026-10-09
Northern Lights Advisors, Inc.
NEW
Shares2,502
Change+2,502
Value$300.8K
Filed 2026-10-21
TrueWealth Advisors, LLC
INCREASED
Shares2,501 from 2,431
Change+70 (+3%)
Value$300.7K (-$38.7K)
Filed 2026-10-09
Aull & Monroe Investment Management Corp
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$300.6K (-$48.5K)
Filed 2026-10-16
Clientfirst Wealth Management, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$300.6K (-$48.5K)
Filed 2026-11-04
Kelly Financial Services LLC
DECREASED
Shares2,497 from 2,543
Change-46 (-2%)
Value$300.2K (-$54.9K)
Filed 2026-10-20
Dala Group, LLC
INCREASED
Shares2,493 from 2,312
Change+181 (+8%)
Value$299.7K (-$23.1K)
Filed 2026-10-29
Plan Group Financial, LLC
DECREASED
Shares2,492 from 3,415
Change-923 (-27%)
Value$228.5K (-$248.3K)
Filed 2026-10-22
Mascoma Wealth Management LLC
DECREASED
Shares2,489 from 2,588
Change-99 (-4%)
Value$299.3K (-$62.1K)
Filed 2026-10-23
Berkeley, Inc
UNCHANGED
Shares2,489 from 2,489
Change0 (0%)
Value$299.3K (-$48.3K)
Filed 2026-10-20
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares2,470 from 2,842
Change-372 (-13%)
Value$297.0K (-$99.9K)
Filed 2026-10-30
Investment Advisory Services Inc
INCREASED
Shares2,470 from 2,256
Change+214 (+9%)
Value$297.0K (-$18.0K)
Filed 2026-10-27
Hoxton Planning & Management, LLC
DECREASED
Shares2,455 from 2,498
Change-43 (-2%)
Value$295.2K (-$53.6K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares2,455 from 2,455
Change0 (0%)
Value$280.0K (-$45.0K)
Filed 2026-11-04
Yankcom Partnership
INCREASED
Shares2,451 from 55
Change+2,396 (+4356%)
Value$294.7K (+$287.0K)
Filed 2026-10-15
First Business Financial Services, Inc.
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$294.6K (-$47.5K)
Filed 2026-10-29
Yoder Wealth Management, Inc.
INCREASED
Shares2,448 from 2,260
Change+188 (+8%)
Value$294.3K (-$21.2K)
Filed 2026-10-13
Beacon Capital Management, LLC
INCREASED
Shares2,447 from 2,437
Change+10 (+0%)
Value$294.2K (-$46.1K)
Filed 2026-10-23
Independence Wealth Advisors, LLC
UNCHANGED
Shares2,442 from 2,442
Change0 (0%)
Value$293.7K (-$47.4K)
Filed 2026-10-29
Kendall Capital Management
UNCHANGED
Shares2,433 from 2,433
Change0 (0%)
Value$292.6K (-$47.2K)
Filed 2026-10-23
Commonwealth Financial Services, LLC
DECREASED
Shares2,431 from 5,470
Change-3,039 (-56%)
Value$292.3K (-$138.5K)
Filed 2026-10-20
One Way Holdings LLC
INCREASED
Shares2,423 from 2,219
Change+204 (+9%)
Value$291.3K (-$18.5K)
Filed 2026-10-29
High Note Wealth, LLC
INCREASED
Shares2,422 from 2,230
Change+192 (+9%)
Value$291.2K (-$20.2K)
Filed 2026-10-27
Telos Capital Management, Inc.
INCREASED
Shares2,420 from 2,391
Change+29 (+1%)
Value$290.9K (-$42.9K)
Filed 2026-11-02
Scissortail Wealth Management, LLC
INCREASED
Shares2,413 from 1,758
Change+655 (+37%)
Value$290.1K (+$44.6K)
Filed 2026-11-03
CPC Advisors, LLC
INCREASED
Shares2,411 from 2,190
Change+221 (+10%)
Value$289.9K (-$15.9K)
Filed 2026-10-21
Core Wealth Partners LLC
NEW
Shares2,404
Change+2,404
Value$289.1K
Filed 2026-11-02
Carnegie Lake Advisors LLC
DECREASED
Shares2,400 from 22,118
Change-19,718 (-89%)
Value$2.7M (-$405.0K)
Filed 2026-11-03
Farrow Financial, Inc.
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$288.6K (-$46.6K)
Filed 2026-10-30
Ballast, Inc.
INCREASED
Shares2,396 from 2,350
Change+46 (+2%)
Value$288.1K (-$40.1K)
Filed 2026-10-20
Laurel Wealth Advisors LLC
INCREASED
Shares2,396 from 2,376
Change+20 (+1%)
Value$288.1K (-$43.7K)
Filed 2026-10-27
Cahaba Wealth Management, Inc.
INCREASED
Shares2,389 from 2,218
Change+171 (+8%)
Value$287.2K (-$22.5K)
Filed 2026-10-26
Saxony Capital Management, LLC
INCREASED
Shares2,383 from 1,780
Change+603 (+34%)
Value$286.5K (+$38.0K)
Filed 2026-10-15
Cherrydale Wealth Management, LLC
DECREASED
Shares2,383 from 2,451
Change-68 (-3%)
Value$286.6K (-$55.7K)
Filed 2026-10-20
Portland Financial Advisors Inc
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$285.5K (-$46.1K)
Filed 2026-10-26
Innovative Wealth Building LLC
INCREASED
Shares2,373 from 1,888
Change+485 (+26%)
Value$285.4K (+$21.7K)
Filed 2026-10-14
DecisionMap Wealth Management, LLC
INCREASED
Shares2,371 from 2,189
Change+182 (+8%)
Value$285.1K (-$20.6K)
Filed 2026-10-29
Values Added Financial LLC
DECREASED
Shares2,363 from 2,534
Change-171 (-7%)
Value$284.1K (-$69.7K)
Filed 2026-10-28
Parisi Gray Wealth Management
INCREASED
Shares2,361 from 1,947
Change+414 (+21%)
Value$283.8K (+$11.9K)
Filed 2026-10-16
S&A Financial Services, Inc.
INCREASED
Shares2,356 from 2,120
Change+236 (+11%)
Value$283.3K (-$12.8K)
Filed 2026-11-03
Byrne Asset Management LLC
DECREASED
Shares2,350 from 3,296
Change-946 (-29%)
Value$282.0K (-$178.2K)
Filed 2026-10-06
Woodmont Investment Counsel LLC
INCREASED
Shares2,350 from 1,659
Change+691 (+42%)
Value$282.5K (+$50.9K)
Filed 2026-10-29
Brown Wealth Management, LLC
INCREASED
Shares2,335 from 1,896
Change+439 (+23%)
Value$280.7K (+$16.0K)
Filed 2026-10-20
Patton Albertson Miller Group, LLC
UNCHANGED
Shares2,334 from 2,334
Change0 (0%)
Value$280.6K (-$45.3K)
Filed 2026-10-26
Consilium Wealth Advisory, LLC
UNCHANGED
Shares2,320 from 2,320
Change0 (0%)
Value$278.9K (-$45.0K)
Filed 2026-10-14
Sonata Capital Group Inc
UNCHANGED
Shares2,316 from 2,316
Change0 (0%)
Value$278.5K (-$44.9K)
Filed 2026-10-19
Evergreen Advisors, LLC
UNCHANGED
Shares2,313 from 2,313
Change0 (0%)
Value$278.1K (-$44.9K)
Filed 2026-10-28
Kaizen Financial Strategies
DECREASED
Shares2,310 from 2,779
Change-469 (-17%)
Value$277.7K (-$75.3K)
Filed 2026-10-09
Novem Group
INCREASED
Shares2,309 from 2,181
Change+128 (+6%)
Value$277.6K (-$26.9K)
Filed 2026-10-19
Monte Financial Group, LLC
DECREASED
Shares2,304 from 2,579
Change-275 (-11%)
Value$277.0K (+$44.4K)
Filed 2026-11-02
Avid Wealth Partners LLC
INCREASED
Shares2,297 from 2,224
Change+73 (+3%)
Value$276.2K (-$34.4K)
Filed 2026-11-03
Piedmont Capital Management, LLC
DECREASED
Shares2,295 from 2,635
Change-340 (-13%)
Value$275.9K (-$92.0K)
Filed 2026-10-21
Kingstone Capital Partners Texas, LLC
UNCHANGED
Shares2,284 from 2,284
Change0 (0%)
Value$274.6K (-$44.3K)
Filed 2026-11-03
Phillips Financial Management, LLC
INCREASED
Shares2,282 from 2,203
Change+79 (+4%)
Value$274.4K (-$33.2K)
Filed 2026-10-19
Southern Michigan Bank & Trust
INCREASED
Shares2,278 from 2,101
Change+177 (+8%)
Value$273.9K (-$19.5K)
Filed 2026-10-19
Legacy Financial Strategies, LLC
INCREASED
Shares2,271 from 1,445
Change+826 (+57%)
Value$273.0K (+$71.3K)
Filed 2026-10-15
Zenith Solutions, Inc.
INCREASED
Shares2,269 from 2,125
Change+144 (+7%)
Value$272.8K (-$23.9K)
Filed 2026-10-19
Cookson Peirce & Co Inc
UNCHANGED
Shares2,257 from 2,257
Change0 (0%)
Value$271.3K (-$43.8K)
Filed 2026-10-30
Heritage OAK Wealth Advisors LLC
INCREASED
Shares2,243 from 1,697
Change+546 (+32%)
Value$269.7K (+$32.8K)
Filed 2026-10-14
Thrive Capital Management, LLC
NEW
Shares2,242
Change+2,242
Value$269.6K
Filed 2026-10-28
Roxbury Financial LLC
INCREASED
Shares2,239 from 45
Change+2,194 (+4876%)
Value$269.2K (+$262.9K)
Filed 2026-10-01
Prentice Wealth Management LLC
INCREASED
Shares2,236 from 2,235
Change+1 (+0%)
Value$268.8K (-$43.2K)
Filed 2026-10-20
Financial Planning Navigators Corp
INCREASED
Shares2,230 from 1,596
Change+634 (+40%)
Value$268.1K (+$45.3K)
Filed 2026-10-14
Advocate Group LLC
UNCHANGED
Shares2,228 from 2,228
Change0 (0%)
Value$267.9K (-$43.2K)
Filed 2026-10-19
Clark Asset Management, LLC
DECREASED
Shares2,225 from 2,565
Change-340 (-13%)
Value$267.5K (-$90.6K)
Filed 2026-10-19
Holcombe Financial, Inc.
UNCHANGED
Shares2,224 from 2,224
Change0 (0%)
Value$267.4K (-$43.1K)
Filed 2026-10-16
KRS Capital Management, LLC
NEW
Shares2,219
Change+2,219
Value$266.8K
Filed 2026-10-16
RAM Investment Partners, LLC
INCREASED
Shares2,218 from 2,162
Change+56 (+3%)
Value$266.7K (-$35.2K)
Filed 2026-10-21
Lakeshore Financial Planning, Inc.
UNCHANGED
Shares2,214 from 2,214
Change0 (0%)
Value$266.2K (-$43.0K)
Filed 2026-10-13
Waters Parkerson & Co., LLC
UNCHANGED
Shares2,212 from 2,212
Change0 (0%)
Value$265.9K (-$42.9K)
Filed 2026-11-04
Diesslin Group, Inc.
UNCHANGED
Shares2,212 from 2,212
Change0 (0%)
Value$265.9K (-$42.9K)
Filed 2026-10-14
Next Level Private LLC
INCREASED
Shares2,208 from 2,108
Change+100 (+5%)
Value$265.5K (-$28.9K)
Filed 2026-10-20
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares2,207 from 2,234
Change-27 (-1%)
Value$265.3K (-$46.6K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED
Shares2,204 from 2,007
Change+197 (+10%)
Value$265.0K (-$15.3K)
Filed 2026-11-02
Liberty Capital Management, Inc.
DECREASED
Shares2,200 from 2,500
Change-300 (-12%)
Value$264.5K (-$84.6K)
Filed 2026-11-02
CWS Financial Advisors, LLC
UNCHANGED
Shares2,196 from 2,196
Change0 (0%)
Value$264.1K (-$42.6K)
Filed 2026-10-16
Balentine LLC
DECREASED
Shares2,191 from 2,343
Change-152 (-6%)
Value$263.4K (-$63.7K)
Filed 2026-11-03
CV Advisors LLC
DECREASED
Shares2,178 from 2,378
Change-200 (-8%)
Value$261.9K (-$70.2K)
Filed 2026-10-13
Three Arch Wealth Management LLC
INCREASED
Shares2,173 from 2,157
Change+16 (+1%)
Value$261.3K (-$39.9K)
Filed 2026-10-20
JDH Wealth Management, LLC
DECREASED
Shares2,171 from 2,174
Change-3 (0%)
Value$261.0K (-$42.5K)
Filed 2026-10-20
Dominguez Wealth Management Solutions, Inc.
UNCHANGED
Shares2,171 from 2,171
Change0 (0%)
Value$261.0K (-$42.1K)
Filed 2026-10-07
AUA Capital Management, LLC
UNCHANGED
Shares2,171 from 2,171
Change0 (0%)
Value$261.0K (-$42.1K)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,170 from 5,275
Change-3,105 (-59%)
Value$260.9K (-$475.6K)
Filed 2026-10-14
Miramontes Capital, LLC
UNCHANGED
Shares2,167 from 2,167
Change0 (0%)
Value$260.5K (-$42.0K)
Filed 2026-10-19
Gerald Baker Financial Group LLC
UNCHANGED
Shares2,163 from 2,163
Change0 (0%)
Value$260.1K (-$42.0K)
Filed 2026-10-09
Elevated Capital Advisors, LLC
DECREASED
Shares2,157 from 2,873
Change-716 (-25%)
Value$259.3K (-$141.9K)
Filed 2026-11-04
Rainey & Randall Wealth Advisors Inc.
UNCHANGED
Shares2,155 from 2,155
Change0 (0%)
Value$259.1K (-$41.8K)
Filed 2026-10-26
Smith Shellnut Wilson LLC
DECREASED
Shares2,151 from 2,161
Change-10 (0%)
Value$258.6K (-$43.1K)
Filed 2026-10-21
Fidelity D & D Bancorp Inc
UNCHANGED
Shares2,149 from 2,149
Change0 (0%)
Value$258.4K (-$41.7K)
Filed 2026-11-05
Barlow Wealth Partners, LLC
NEW
Shares2,143
Change+2,143
Value$241.1K
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED
Shares2,142 from 2,271
Change-129 (-6%)
Value$257.5K (-$59.6K)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
DECREASED
Shares2,140 from 2,340
Change-200 (-9%)
Value$257.3K (-$69.4K)
Filed 2026-10-23
Rockline Wealth Management, LLC
UNCHANGED
Shares2,139 from 2,139
Change0 (0%)
Value$257.2K (-$41.5K)
Filed 2026-10-26
Riverwater Partners LLC
INCREASED
Shares2,132 from 2,092
Change+40 (+2%)
Value$256.3K (-$35.8K)
Filed 2026-11-03
MW Advisory, LLC
INCREASED
Shares2,131 from 1,682
Change+449 (+27%)
Value$256.2K (+$21.4K)
Filed 2026-10-19
Cornerstone National Bank & Trust Co
INCREASED
Shares2,128 from 1,325
Change+803 (+61%)
Value$255.4K (+$87.1K)
Filed 2026-10-20
UMB Private Wealth Management, LLC
NEW
Shares2,124
Change+2,124
Value$255.4K
Filed 2026-10-19
Tiller Private Wealth, Inc.
UNCHANGED
Shares2,123 from 2,123
Change0 (0%)
Value$255.2K (-$41.2K)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares2,120
Change+2,120
Value$254.9K
Filed 2026-11-04
Southern Capital Advisors, LLC
UNCHANGED
Shares2,120 from 2,120
Change0 (0%)
Value$254.9K (-$41.1K)
Filed 2026-10-26
DSG Capital Advisors, LLC
NEW
Shares2,113
Change+2,113
Value$254.0K
Filed 2026-11-05
Gratus Wealth Advisors, LLC
NEW
Shares2,110
Change+2,110
Value$253.7K
Filed 2026-10-26
Summit Place Financial Advisors, LLC
DECREASED
Shares2,110 from 2,345
Change-235 (-10%)
Value$253.7K (-$73.7K)
Filed 2026-10-23
Kingdom Financial Group Llc.
DECREASED
Shares2,108 from 2,233
Change-125 (-6%)
Value$253.4K (-$58.3K)
Filed 2026-11-04
Clean Yield Group
UNCHANGED
Shares2,105 from 2,105
Change0 (0%)
Value$253.1K (-$40.8K)
Filed 2026-10-28
West Paces Advisors Inc.
INCREASED
Shares2,102 from 1,558
Change+544 (+35%)
Value$252.7K (+$35.2K)
Filed 2026-10-13
Cardinal Point Capital Management ULC
DECREASED
Shares2,100 from 2,987
Change-887 (-30%)
Value$252.5K (-$164.6K)
Filed 2026-10-21
Arcataur Capital Management LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$252.5K (-$40.7K)
Filed 2026-10-21
Affiance Financial, LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$252.5K (-$40.7K)
Filed 2026-10-15
Instrumental Wealth, LLC
INCREASED
Shares2,093 from 1,555
Change+538 (+35%)
Value$251.6K (+$34.5K)
Filed 2026-10-20
Woodard & Co Asset Management Group Inc
INCREASED
Shares2,090 from 2,036
Change+54 (+3%)
Value$251.3K (-$33.0K)
Filed 2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED
Shares2,078 from 2,078
Change0 (0%)
Value$290.1K ($0)
Filed 2026-10-13
EnRich Financial Partners LLC
INCREASED
Shares2,077 from 2,037
Change+40 (+2%)
Value$249.7K (-$34.7K)
Filed 2026-10-21
Trust Co of the South
UNCHANGED
Shares2,077 from 2,077
Change0 (0%)
Value$249.7K (-$40.3K)
Filed 2026-10-21
LMG Wealth Partners, LLC
UNCHANGED
Shares2,077 from 2,077
Change0 (0%)
Value$249.7K (-$40.3K)
Filed 2026-11-05
Holland Advisory Services, Inc.
UNCHANGED
Shares2,057 from 2,057
Change0 (0%)
Value$247.3K (-$39.9K)
Filed 2026-10-26
BNB Wealth Management, LLC
DECREASED
Shares2,050 from 2,076
Change-26 (-1%)
Value$246.5K (-$43.4K)
Filed 2026-10-28
Central Bank & Trust Co
DECREASED
Shares2,046 from 2,052
Change-6 (0%)
Value$246.0K (-$40.5K)
Filed 2026-10-09
Oakworth Capital, Inc.
UNCHANGED
Shares2,043 from 2,043
Change0 (0%)
Value$245.6K (-$35.3K)
Filed 2026-10-26
EPG Wealth Management LLC
INCREASED
Shares2,040 from 2,003
Change+37 (+2%)
Value$245.3K (-$34.4K)
Filed 2026-11-03
Arch Global Advisors, LLC
INCREASED
Shares2,027 from 1,570
Change+457 (+29%)
Value$243.7K (+$24.5K)
Filed 2026-10-23
TruNorth Capital Management, LLC
INCREASED
Shares2,026 from 1,508
Change+518 (+34%)
Value$243.6K (+$33.0K)
Filed 2026-10-14
MBE Wealth Management, LLC
INCREASED
Shares2,023 from 2,015
Change+8 (+0%)
Value$243.2K (-$38.1K)
Filed 2026-10-26
Pathway Financial Advisors LLC
UNCHANGED
Shares2,012 from 2,012
Change0 (0%)
Value$241.9K (-$241)
Filed 2026-10-07
Exchange Bank
DECREASED
Shares2,011 from 2,318
Change-307 (-13%)
Value$241.8K (-$81.9K)
Filed 2026-10-07
W.H. Cornerstone Investments Inc.
UNCHANGED
Shares2,005 from 2,005
Change0 (0%)
Value$241.1K (-$38.9K)
Filed 2026-11-03
Adamsbrown Wealth Consultants LLC
INCREASED
Shares2,001 from 1,705
Change+296 (+17%)
Value$240.6K (+$2.5K)
Filed 2026-10-20
Advus Financial Partners, LLC
NEW
Shares2,000
Change+2,000
Value$240.5K
Filed 2026-10-20
TL Private Wealth
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$202.7K (-$18.1K)
Filed 2026-10-13
Gridiron Partners, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$240.5K (-$38.8K)
Filed 2026-10-08
Perennial Advisors, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$240.5K (-$38.8K)
Filed 2026-10-13
Birchwood Financial Partners, Inc.
INCREASED
Shares1,994 from 1,934
Change+60 (+3%)
Value$239.7K (-$30.3K)
Filed 2026-11-02
Lynx Investment Advisory
INCREASED
Shares1,992 from 1,852
Change+140 (+8%)
Value$239.5K (-$19.1K)
Filed 2026-10-27
Chapman Financial Group, LLC
UNCHANGED
Shares1,989 from 1,989
Change0 (0%)
Value$239.1K (-$38.6K)
Filed 2026-10-26
My Personal CFO, LLC
INCREASED
Shares1,987 from 1,975
Change+12 (+1%)
Value$238.9K (-$36.9K)
Filed 2026-10-14
Kwmg, LLC
UNCHANGED
Shares1,983 from 1,983
Change0 (0%)
Value$238.4K (-$38.5K)
Filed 2026-10-07
GR Financial Group, LLC
INCREASED
Shares1,978 from 1,530
Change+448 (+29%)
Value$237.8K (+$24.2K)
Filed 2026-10-27
Quantum Private Wealth, LLC
INCREASED
Shares1,972 from 1,472
Change+500 (+34%)
Value$237.1K (+$31.5K)
Filed 2026-10-20
Stirlingshire Investments, Inc.
INCREASED
Shares1,972 from 1,619
Change+353 (+22%)
Value$237.1K (+$11.0K)
Filed 2026-11-05
Pittenger & Anderson Inc
INCREASED
Shares1,965 from 1,366
Change+599 (+44%)
Value$236.3K (+$45.6K)
Filed 2026-11-02
Gibson Capital, LLC
INCREASED
Shares1,958 from 1,957
Change+1 (+0%)
Value$235.4K (-$37.8K)
Filed 2026-10-23
bLong Financial, LLC
UNCHANGED
Shares1,956 from 1,956
Change0 (0%)
Value$235.2K (-$37.9K)
Filed 2026-10-29
Vilga Financial Planning LLC
INCREASED
Shares1,951 from 1,833
Change+118 (+6%)
Value$234.6K (-$21.4K)
Filed 2026-10-09
Radnor Capital Management, LLC
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$234.4K (-$37.8K)
Filed 2026-10-23
Inspirion Wealth Advisors, LLC
DECREASED
Shares1,949 from 2,129
Change-180 (-8%)
Value$234.3K (-$36.1K)
Filed 2026-10-09
Legacy Private Trust Co.
UNCHANGED
Shares1,949 from 1,949
Change0 (0%)
Value$234.3K (-$37.8K)
Filed 2026-10-06
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares1,948 from 1,948
Change0 (0%)
Value$234.2K (-$37.8K)
Filed 2026-10-16
Financial Consulate, Inc
DECREASED
Shares1,946 from 1,947
Change-1 (0%)
Value$233.9K (-$37.9K)
Filed 2026-10-23
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares1,940 from 5,192
Change-3,252 (-63%)
Value$220.2K (-$504.8K)
Filed 2026-10-27
Caliber Wealth Management, LLC / KS
DECREASED
Shares1,940 from 2,857
Change-917 (-32%)
Value$233.2K (-$165.7K)
Filed 2026-11-04
Tenet Wealth Partners, LLC
NEW
Shares1,935
Change+1,935
Value$232.6K
Filed 2026-10-19
Paragon Capital Management Ltd
UNCHANGED
Shares1,935 from 1,935
Change0 (0%)
Value$232.7K (-$37.5K)
Filed 2026-10-09
Zeit Capital LLC
UNCHANGED
Shares1,933 from 1,933
Change0 (0%)
Value$232.4K (-$37.5K)
Filed 2026-10-19
Community Financial Services Group, LLC
DECREASED
Shares1,932 from 2,205
Change-273 (-12%)
Value$231.8K (-$48.2K)
Filed 2026-10-15
OAK Family Advisors, LLC
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$230.8K (-$37.2K)
Filed 2026-10-19
Northwest Financial Advisors
UNCHANGED
Shares1,919 from 1,919
Change0 (0%)
Value$230.7K (-$37.2K)
Filed 2026-10-27
Goldstein Advisors, LLC
NEW
Shares1,916
Change+1,916
Value$230.4K
Filed 2026-10-15
Johnson & White Wealth Management, LLC
UNCHANGED
Shares1,911 from 1,911
Change0 (0%)
Value$229.8K (-$37.1K)
Filed 2026-11-03
Strata Wealth Advisors, LLC
INCREASED
Shares1,908 from 1,705
Change+203 (+12%)
Value$229.4K (-$8.7K)
Filed 2026-10-16
Castleview Partners, LLC
INCREASED
Shares1,907 from 1,881
Change+26 (+1%)
Value$229.3K (-$33.4K)
Filed 2026-10-09
Abner Herrman & Brock LLC
INCREASED
Shares1,904 from 1,729
Change+175 (+10%)
Value$229 (-$12)
Filed 2026-10-20
Towercrest Capital Management
UNCHANGED
Shares1,904 from 1,904
Change0 (0%)
Value$228.9K (-$36.9K)
Filed 2026-10-23
Fortitude Family Office, LLC
DECREASED
Shares1,903 from 1,921
Change-18 (-1%)
Value$228.8K (-$39.4K)
Filed 2026-10-14
Saxon Interests, Inc.
DECREASED
Shares1,900 from 4,926
Change-3,026 (-61%)
Value$228.4K (-$459.3K)
Filed 2026-10-26
Stableford Capital II LLC
DECREASED
Shares1,900 from 2,230
Change-330 (-15%)
Value$228.4K (-$82.9K)
Filed 2026-10-09
Blue Square Asset Management, LLC
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$228.4K (-$36.9K)
Filed 2026-11-02
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares1,899 from 1,811
Change+88 (+5%)
Value$228.4K (-$24.5K)
Filed 2026-11-04
Gilpin Wealth Management, LLC
INCREASED
Shares1,888 from 1,663
Change+225 (+14%)
Value$227.0K (-$5.2K)
Filed 2026-10-09
True North Advisors, LLC
DECREASED
Shares1,883 from 2,711
Change-828 (-31%)
Value$226.3K (-$152.1K)
Filed 2026-10-22
Macroview Investment Management LLC
INCREASED
Shares1,882 from 1,653
Change+229 (+14%)
Value$226.3K (-$4.5K)
Filed 2026-10-26
Trilogy Capital Inc.
INCREASED
Shares1,879 from 1,750
Change+129 (+7%)
Value$225.9K (-$18.4K)
Filed 2026-10-20
AAF Wealth Management, LLC
INCREASED
Shares1,873 from 1,676
Change+197 (+12%)
Value$225.2K (-$8.8K)
Filed 2026-10-28
Fulcrum Wealth Advisors, LLC
NEW
Shares1,872
Change+1,872
Value$225.1K
Filed 2026-10-16
Reap Financial Group, LLC
INCREASED
Shares1,869 from 1,607
Change+262 (+16%)
Value$224.7K (+$331)
Filed 2026-11-02
Tsfg, LLC
DECREASED
Shares1,864 from 6,527
Change-4,663 (-71%)
Value$224 (-$910.8K)
Filed 2026-10-23
Laurion Capital Management LP
NEW
Shares1,858
Change+1,858
Value$223.4K
Filed 2026-10-30
Sensible Money, LLC
DECREASED
Shares1,858 from 1,908
Change-50 (-3%)
Value$223.4K (-$43.0K)
Filed 2026-10-20
Element Pointe Advisors, LLC
UNCHANGED
Shares1,853 from 1,853
Change0 (0%)
Value$222.8K (-$35.9K)
Filed 2026-10-21
Gilman Hill Asset Management, LLC
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$222.4K (-$35.9K)
Filed 2026-10-13
GenWealth Group, Inc.
DECREASED
Shares1,848 from 1,890
Change-42 (-2%)
Value$222.2K (-$41.7K)
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,848 from 1,848
Change0 (0%)
Value$222.2K (-$35.9K)
Filed 2026-11-02
RS Crum Inc.
INCREASED
Shares1,845 from 1,795
Change+50 (+3%)
Value$221.8K (-$28.8K)
Filed 2026-10-19
Reik & Co., LLC
UNCHANGED
Shares1,845 from 1,845
Change0 (0%)
Value$221.8K (-$35.8K)
Filed 2026-10-27
Davis Investment Partners, LLC
INCREASED
Shares1,842 from 1,800
Change+42 (+2%)
Value$221.5K (-$29.9K)
Filed 2026-11-05
Aspect Partners, LLC
DECREASED
Shares1,839 from 1,868
Change-29 (-2%)
Value$221.1K (-$39.7K)
Filed 2026-10-20
Peck Wealth Management, LLC
UNCHANGED
Shares1,832 from 1,832
Change0 (0%)
Value$220.3K (-$35.5K)
Filed 2026-10-29
Mosley Wealth Management
INCREASED
Shares1,830 from 1,327
Change+503 (+38%)
Value$174.5K (-$10.8K)
Filed 2026-10-16
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares1,830 from 1,830
Change0 (0%)
Value$156.4K (-$99.1K)
Filed 2026-10-29
National Wealth Management Group, LLC
INCREASED
Shares1,826 from 1,623
Change+203 (+13%)
Value$219.5K (-$7.1K)
Filed 2026-10-26
Braun-Bostich & Associates Inc.
INCREASED
Shares1,819 from 1,723
Change+96 (+6%)
Value$218.7K (-$21.9K)
Filed 2026-10-20
A4 Wealth Advisors LLC
INCREASED
Shares1,817 from 1,682
Change+135 (+8%)
Value$218.5K (-$16.4K)
Filed 2026-10-20
James T. Borello RIA
INCREASED
Shares1,816 from 1,779
Change+37 (+2%)
Value$218.3K (-$30.1K)
Filed 2026-10-16
Joseph P. Lucia & Associates, LLC
NEW
Shares1,810
Change+1,810
Value$217.6K
Filed 2026-10-30
Allied Investment Advisors, LLC
NEW
Shares1,807
Change+1,807
Value$217.3K
Filed 2026-10-13
Baldwin Wealth Partners LLC
UNCHANGED
Shares1,805 from 1,805
Change0 (0%)
Value$217.0K (-$35.0K)
Filed 2026-10-13
West Tower Group, LLC
DECREASED
Shares1,800 from 2,500
Change-700 (-28%)
Value$216.4K (-$132.7K)
Filed 2026-10-14
Asset Planning,Inc
INCREASED
Shares1,800 from 1,500
Change+300 (+20%)
Value$216.4K (+$7.0K)
Filed 2026-10-26
Quantum Financial Partners LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$216.4K (-$34.9K)
Filed 2026-10-19
Alamar Capital Management, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$216.4K (-$34.9K)
Filed 2026-11-02
Warren Street Wealth Advisors, LLC
NEW
Shares1,799
Change+1,799
Value$216.3K
Filed 2026-11-04
A&I Financial Services, LLC
UNCHANGED
Shares1,799 from 1,799
Change0 (0%)
Value$216.3K (-$34.9K)
Filed 2026-10-15
Opulen Financial Group LLC
INCREASED
Shares1,797 from 1,643
Change+154 (+9%)
Value$216.1K (-$13.4K)
Filed 2026-10-22
Catalyst Capital Advisors LLC
INCREASED
Shares1,781 from 1,441
Change+340 (+24%)
Value$214.1K (+$12.9K)
Filed 2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares1,780 from 1,655
Change+125 (+8%)
Value$214 (-$230.8K)
Filed 2026-10-26
Pine Haven Investment Counsel, Inc
DECREASED
Shares1,775 from 2,150
Change-375 (-17%)
Value$213.4K (-$86.8K)
Filed 2026-11-02
Well Done, LLC
INCREASED
Shares1,773 from 1,546
Change+227 (+15%)
Value$213.2K (-$2.7K)
Filed 2026-10-20
Iowa State Bank
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$212.8K (-$34.3K)
Filed 2026-10-06
Inlight Wealth Management, LLC
NEW
Shares1,768
Change+1,768
Value$212.6K
Filed 2026-10-21
Wealth Management Partners, LLC
INCREASED
Shares1,768 from 1,660
Change+108 (+7%)
Value$212.6K (-$19.2K)
Filed 2026-10-21
Bay Capital Advisors, LLC
UNCHANGED
Shares1,765 from 1,765
Change0 (0%)
Value$212.2K (-$34.2K)
Filed 2026-10-16
Commerce Advisors, LLC
DECREASED
Shares1,763 from 1,782
Change-19 (-1%)
Value$212.0K (-$36.9K)
Filed 2026-10-19
Bria Capital Group, LLC
UNCHANGED
Shares1,759 from 1,759
Change0 (0%)
Value$211.5K (-$34.1K)
Filed 2026-10-22
ARK & TLK Investments, LLC
UNCHANGED
Shares1,758 from 1,758
Change0 (0%)
Value$211.4K (-$34.1K)
Filed 2026-10-20
Advisortrust Partners, LLC
NEW
Shares1,757
Change+1,757
Value$211.2K
Filed 2026-11-02
Brown Miller Wealth Management, LLC
DECREASED
Shares1,737 from 2,077
Change-340 (-16%)
Value$208.8K (-$81.2K)
Filed 2026-11-02
Decker Wealth Management LLC
UNCHANGED
Shares1,737 from 1,737
Change0 (0%)
Value$208.8K (-$33.7K)
Filed 2026-10-09
Highline Wealth Partners LLC
INCREASED
Shares1,732 from 1,347
Change+385 (+29%)
Value$208.2K (+$20.2K)
Filed 2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
NEW
Shares1,730
Change+1,730
Value$208.0K
Filed 2026-10-28
Marino, Stram & Associates LLC
DECREASED
Shares1,724 from 1,774
Change-50 (-3%)
Value$207.3K (-$40.4K)
Filed 2026-10-22
Cassilly Financial Group LLC
INCREASED
Shares1,723 from 1,480
Change+243 (+16%)
Value$207.2K (+$504)
Filed 2026-10-07
Fidelis iM, LLC
UNCHANGED
Shares1,718 from 1,718
Change0 (0%)
Value$206.6K (-$33.3K)
Filed 2026-10-16
Oasis Advisors, LLC
NEW
Shares1,715
Change+1,715
Value$206.2K
Filed 2026-10-16
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares1,714 from 1,724
Change-10 (-1%)
Value$206.1K (-$34.6K)
Filed 2026-10-27
Joseph Group Capital Management
INCREASED
Shares1,712 from 1,551
Change+161 (+10%)
Value$205.8K (-$10.7K)
Filed 2026-11-04
O'Connor Financial Group LLC
DECREASED
Shares1,710 from 1,721
Change-11 (-1%)
Value$205.6K (-$34.7K)
Filed 2026-10-26
Intergy Private Wealth, LLC
DECREASED
Shares1,709 from 1,717
Change-8 (0%)
Value$205.5K (-$34.3K)
Filed 2026-10-16
New Perspectives, Inc
UNCHANGED
Shares1,709 from 1,709
Change0 (0%)
Value$205.5K (-$33.2K)
Filed 2026-10-14
Sterling Financial Planning, Inc.
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$204.4K (-$33.0K)
Filed 2026-10-28
Northland Securities, Inc.
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$204.4K (-$33.0K)
Filed 2026-11-02
Compass Financial Group, Inc
INCREASED
Shares1,698 from 1,604
Change+94 (+6%)
Value$204.2K (-$19.8K)
Filed 2026-10-13
Nearside Advisors, LLC
NEW
Shares1,694
Change+1,694
Value$203.7K
Filed 2026-10-20
QP Wealth Management, LLC
UNCHANGED
Shares1,691 from 1,691
Change0 (0%)
Value$203.3K (-$32.8K)
Filed 2026-10-20
Verity & Verity, LLC
NEW
Shares1,687
Change+1,687
Value$202.8K
Filed 2026-10-23
Cynosure Group, LLC
UNCHANGED
Shares1,687 from 1,687
Change0 (0%)
Value$202.8K (-$32.7K)
Filed 2026-11-03
Manchester Financial Inc
DECREASED
Shares1,680 from 1,758
Change-78 (-4%)
Value$202.0K (-$43.5K)
Filed 2026-10-15
Correct Capital Wealth Management
UNCHANGED
Shares1,678 from 1,678
Change0 (0%)
Value$201.7K (-$32.6K)
Filed 2026-11-02
Fortitude Advisory Group L.L.C.
INCREASED
Shares1,671 from 1,626
Change+45 (+3%)
Value$200.9K (-$26.1K)
Filed 2026-10-15
WealthPLAN Partners, LLC
DECREASED
Shares1,670 from 1,813
Change-143 (-8%)
Value$200.8K (-$52.4K)
Filed 2026-10-15
Accelerate Investment Advisors LLC
DECREASED
Shares1,668 from 1,776
Change-108 (-6%)
Value$200.5K (-$47.4K)
Filed 2026-11-02
Whitegate Investment Counselors, Inc.
UNCHANGED
Shares1,666 from 1,666
Change0 (0%)
Value$200.3K (-$32.3K)
Filed 2026-11-02
Beacon Investment Advisory Services, Inc.
DECREASED
Shares1,662 from 1,776
Change-114 (-6%)
Value$199.8K (-$48.2K)
Filed 2026-10-13
Abound Wealth Management
DECREASED
Shares1,617 from 1,813
Change-196 (-11%)
Value$194.5K (-$58.7K)
Filed 2026-10-26
Piscataqua Savings Bank
DECREASED
Shares1,612 from 2,612
Change-1,000 (-38%)
Value$193.8K (-$170.9K)
Filed 2026-10-21
Gen-Wealth Partners Inc
DECREASED
Shares1,606 from 3,246
Change-1,640 (-51%)
Value$193.0K (-$260.1K)
Filed 2026-11-04
Prudent Man Advisors, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$288.5K (-$46.5K)
Filed 2026-11-03
Signature Resources Capital Management, LLC
DECREASED
Shares1,587 from 1,735
Change-148 (-9%)
Value$190.8K (-$51.5K)
Filed 2026-10-16
West Financial Advisors, LLC
UNCHANGED
Shares1,557 from 1,557
Change0 (0%)
Value$187.2K (-$30.2K)
Filed 2026-10-22
Main Street Group, LTD
UNCHANGED
Shares1,524 from 1,524
Change0 (0%)
Value$183.2K (-$29.6K)
Filed 2026-10-28
GoalVest Advisory LLC
INCREASED
Shares1,523 from 1,501
Change+22 (+1%)
Value$183.1K (-$26.5K)
Filed 2026-10-02
Independence Bank of Kentucky
INCREASED
Shares1,520 from 560
Change+960 (+171%)
Value$182.8K (+$104.6K)
Filed 2026-10-26
Cape Investment Advisory, Inc.
INCREASED
Shares1,516 from 1,022
Change+494 (+48%)
Value$182.3K (+$39.6K)
Filed 2026-10-13
New England Capital Financial Advisors LLC
DECREASED
Shares1,508 from 1,513
Change-5 (0%)
Value$181.3K (-$30.0K)
Filed 2026-11-03
Markowski Investments
INCREASED
Shares1,506 from 406
Change+1,100 (+271%)
Value$181.1K (+$124.4K)
Filed 2026-10-30
Bear Mountain Capital, Inc.
INCREASED
Shares1,493 from 1,348
Change+145 (+11%)
Value$134.1K (-$11.1K)
Filed 2026-11-04
RMG Wealth Management LLC
UNCHANGED
Shares1,457 from 1,457
Change0 (0%)
Value$125.3K (-$21.9K)
Filed 2026-10-26
Covestor Ltd
INCREASED
Shares1,448 from 1,370
Change+78 (+6%)
Value$174.0K (-$17.0K)
Filed 2026-10-30
Private Wealth Management Group, LLC
DECREASED
Shares1,416 from 1,513
Change-97 (-6%)
Value$170.2K (-$41.0K)
Filed 2026-10-19
Financial Management Professionals, Inc.
INCREASED
Shares1,415 from 1,315
Change+100 (+8%)
Value$170.1K (-$13.5K)
Filed 2026-10-23
RHL Group, LLC
INCREASED
Shares1,400 from 500
Change+900 (+180%)
Value$168.3K (+$98.3K)
Filed 2026-11-04
Bare Financial Services, Inc
DECREASED
Shares1,352 from 1,371
Change-19 (-1%)
Value$162.6K (-$28.9K)
Filed 2026-11-04
Richards, Merrill & Peterson, Inc.
INCREASED
Shares1,325 from 1,225
Change+100 (+8%)
Value$159.3K (-$11.7K)
Filed 2026-10-19
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$157.5K (-$25.4K)
Filed 2026-11-03
First United Bank & Trust
INCREASED
Shares1,300 from 800
Change+500 (+63%)
Value$156.3K (+$44.6K)
Filed 2026-10-22
Tower Trust & Investment Co
DECREASED
Shares1,296 from 1,305
Change-9 (-1%)
Value$155.8K (-$26.4K)
Filed 2026-10-28
Finley Financial, LLC
UNCHANGED
Shares1,284 from 1,284
Change0 (0%)
Value$154.1K (-$25.2K)
Filed 2026-10-28
Retirement Wealth Solutions LLC
INCREASED
Shares1,267 from 1,050
Change+217 (+21%)
Value$152.3K (+$5.7K)
Filed 2026-10-07
Ares Financial Consulting, LLC
INCREASED
Shares1,207 from 1,145
Change+62 (+5%)
Value$145.1K (-$14.8K)
Filed 2026-10-19
Evermay Wealth Management LLC
DECREASED
Shares1,205 from 1,605
Change-400 (-25%)
Value$144.9K (-$79.2K)
Filed 2026-11-05
Blume Capital Management, Inc.
INCREASED
Shares1,201 from 1,200
Change+1 (+0%)
Value$144.4K (-$23.2K)
Filed 2026-10-26
Buck Wealth Strategies, LLC
DECREASED
Shares1,200 from 2,508
Change-1,308 (-52%)
Value$144.3K (-$205.9K)
Filed 2026-10-28
Canton Hathaway, LLC
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$142.5K (-$23.0K)
Filed 2026-10-23
Princeton Global Asset Management LLC
UNCHANGED
Shares1,183 from 1,183
Change0 (0%)
Value$142.2K (-$23.0K)
Filed 2026-10-21
Eukles Asset Management
DECREASED
Shares1,167 from 1,400
Change-233 (-17%)
Value$140.3K (-$55.2K)
Filed 2026-11-04
Reyes Financial Architecture, Inc.
INCREASED
Shares1,166 from 839
Change+327 (+39%)
Value$140.2K (+$23.0K)
Filed 2026-10-22
Gleason Group, Inc.
UNCHANGED
Shares1,164 from 1,164
Change0 (0%)
Value$139.9K (-$22.6K)
Filed 2026-10-15
Fairway Wealth LLC
NEW
Shares1,158
Change+1,158
Value$139.2K
Filed 2026-10-30
Maj Invest Holding A/S
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$138.0K (+$137.8K)
Filed 2026-10-27
Quaker Wealth Management, LLC
INCREASED
Shares1,145 from 622
Change+523 (+84%)
Value$137.7K (+$50.8K)
Filed 2026-10-22
Duncker Streett & Co Inc
UNCHANGED
Shares1,138 from 1,138
Change0 (0%)
Value$136.8K (-$22.1K)
Filed 2026-10-27
Birchbrook, Inc.
DECREASED
Shares1,126 from 6,462
Change-5,336 (-83%)
Value$135.4K (-$766.9K)
Filed 2026-10-14
Smallwood Wealth Investment Management, LLC
INCREASED
Shares1,034 from 953
Change+81 (+9%)
Value$124.4K (-$8.8K)
Filed 2026-10-30
Arlington Trust Co LLC
INCREASED
Shares1,025 from 678
Change+347 (+51%)
Value$123.2K (+$28.6K)
Filed 2026-10-20
Hurley Capital, LLC
DECREASED
Shares1,014 from 1,015
Change-1 (0%)
Value$122.0K (-$19.7K)
Filed 2026-11-05
SRH Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$120.2K (-$19.4K)
Filed 2026-10-22
Old Second National Bank of Aurora
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$120.2K (-$19.4K)
Filed 2026-10-22
IMG Wealth Management, Inc.
DECREASED
Shares995 from 1,175
Change-180 (-15%)
Value$119.6K (-$44.4K)
Filed 2026-10-27
Pacific Center for Financial Services
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$119.4K (-$19.3K)
Filed 2026-10-15
Prism Planning Partners LLC
NEW
Shares988
Change+988
Value$118.8K
Filed 2026-10-27
First Pacific Financial
INCREASED
Shares977 from 681
Change+296 (+43%)
Value$117.5K (+$22.4K)
Filed 2026-10-14
Creative Capital Management Investments LLC
INCREASED
Shares956 from 881
Change+75 (+9%)
Value$114.9K (-$8.1K)
Filed 2026-10-28
Strengthening Families & Communities, LLC
INCREASED
Shares954 from 722
Change+232 (+32%)
Value$114.6K (+$13.9K)
Filed 2026-10-21
Balance Wealth Partners LLC
NEW
Shares920
Change+920
Value$110.6K
Filed 2026-10-27
Global Trust Asset Management, LLC
INCREASED
Shares919 from 894
Change+25 (+3%)
Value$110.5K (-$14.3K)
Filed 2026-10-19
Vision Financial Markets LLC
UNCHANGED
Shares899 from 899
Change0 (0%)
Value$108.0K (-$6.1K)
Filed 2026-10-22
Holos Integrated Wealth LLC
UNCHANGED
Shares871 from 871
Change0 (0%)
Value$80.2K (-$16.0K)
Filed 2026-10-23
AXS Investments LLC
DECREASED
Shares863 from 1,031
Change-168 (-16%)
Value$103.8K (-$40.2K)
Filed 2026-11-04
Raleigh Capital Management Inc.
DECREASED
Shares861 from 939
Change-78 (-8%)
Value$103.5K (-$27.6K)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$101.2K (-$16.3K)
Filed 2026-10-26
Mechanics Financial Corp
DECREASED
Shares825 from 5,825
Change-5,000 (-86%)
Value$99.2K (-$714.2K)
Filed 2026-11-05
Ramsey Quantitative Systems
INCREASED
Shares818 from 360
Change+458 (+127%)
Value$98.3K (+$48.1K)
Filed 2026-10-22
3 Factor Indexing, LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$97.6K (-$15.8K)
Filed 2026-10-15
Redwood Park Advisors LLC
INCREASED
Shares806 from 303
Change+503 (+166%)
Value$96.9K (+$54.6K)
Filed 2026-11-02
Costello Asset Management, Inc
DECREASED
Shares806 from 906
Change-100 (-11%)
Value$96.9K (-$29.6K)
Filed 2026-10-30
Downshift Financial, LLC
INCREASED
Shares803 from 787
Change+16 (+2%)
Value$96.5K (-$13.3K)
Filed 2026-10-13
Proathlete Wealth Management LLC
INCREASED
Shares799 from 170
Change+629 (+370%)
Value$96.1K (+$72.3K)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
INCREASED
Shares768 from 466
Change+302 (+65%)
Value$92.3K (+$27.2K)
Filed 2026-11-04
Entrust Financial LLC
UNCHANGED
Shares758 from 758
Change0 (0%)
Value$91.1K (-$14.7K)
Filed 2026-11-04
Nvwm, LLC
INCREASED
Shares747 from 327
Change+420 (+128%)
Value$89.8K (+$44.2K)
Filed 2026-10-14
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares714 from 869
Change-155 (-18%)
Value$85.8K (-$35.5K)
Filed 2026-10-21
1620 Investment Advisors, Inc.
UNCHANGED
Shares707 from 707
Change0 (0%)
Value$85.0K (-$13.7K)
Filed 2026-11-04
Hoey Investments, Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$84.2K (-$13.6K)
Filed 2026-10-29
Bay Harbor Wealth Management, LLC
DECREASED
Shares687 from 1,035
Change-348 (-34%)
Value$82.6K (-$61.9K)
Filed 2026-11-03
MB, Levis & Associates, LLC
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$81.9K (-$13.2K)
Filed 2026-10-16
Pilgrim Partners Asia Pte Ltd
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$79.4K (-$12.8K)
Filed 2026-10-29
Bfsg, LLC
DECREASED
Shares645 from 675
Change-30 (-4%)
Value$77.5K (-$16.7K)
Filed 2026-10-30
Kozak & Associates, Inc.
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$61.1K (-$20.1K)
Filed 2026-10-29
Barrett & Company, Inc.
DECREASED
Shares639 from 828
Change-189 (-23%)
Value$76.8K (-$38.8K)
Filed 2026-10-22
Meriwether Wealth & Planning, LLC
NEW
Shares626
Change+626
Value$75.3K
Filed 2026-10-13
Hager Investment Management Services, LLC
INCREASED
Shares610 from 600
Change+10 (+2%)
Value$73.3K (-$10.4K)
Filed 2026-11-04
NorthAvenue LLC
UNCHANGED
Shares589 from 589
Change0 (0%)
Value$70.8K (-$11.4K)
Filed 2026-10-29
IFS Advisors, LLC
NEW
Shares579
Change+579
Value$69.6K
Filed 2026-10-14
City Holding Co
UNCHANGED
Shares554 from 554
Change0 (0%)
Value$66.6K (-$10.7K)
Filed 2026-10-19
Sfam, LLC
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$63.6K (-$10.3K)
Filed 2026-11-03
DeDora Capital, Inc.
NEW
Shares526
Change+526
Value$63.2K
Filed 2026-10-26
POM Investment Strategies, LLC
DECREASED
Shares526 from 776
Change-250 (-32%)
Value$63.2K (-$45.1K)
Filed 2026-10-20
Coastline Trust Co
DECREASED
Shares521 from 646
Change-125 (-19%)
Value$62.6K (-$27.6K)
Filed 2026-10-01
Financially Speaking Inc
DECREASED
Shares514 from 682
Change-168 (-25%)
Value$61.8K (+$31.7K)
Filed 2026-11-05
Friedenthal Financial
NEW
Shares500
Change+500
Value$60.1K
Filed 2026-10-27
Legacy Bridge, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$60.1K (-$9.7K)
Filed 2026-10-28
Hughes Financial Services, LLC
INCREASED
Shares499 from 485
Change+14 (+3%)
Value$46.0K (-$21.8K)
Filed 2026-10-30
Burk Holdings LLC
INCREASED
Shares453 from 289
Change+164 (+57%)
Value$54.5K (+$14.1K)
Filed 2026-11-05
Marquette Asset Management, LLC
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$54.5K (-$8.8K)
Filed 2026-10-09
Clark Wealth Partners
INCREASED
Shares441 from 296
Change+145 (+49%)
Value$53.0K (+$11.7K)
Filed 2026-10-19
Vermillion Wealth Management, Inc.
DECREASED
Shares424 from 1,377
Change-953 (-69%)
Value$50.9K (-$141.3K)
Filed 2026-10-26
Harbor Capital Advisors, Inc.
NEW
Shares421
Change+421
Value$51
Filed 2026-10-22
Kimelman & Baird, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$48.1K (-$7.8K)
Filed 2026-11-03
Chung Wu Investment Group, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$48.1K (-$7.8K)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
INCREASED
Shares381 from 176
Change+205 (+116%)
Value$45.8K (+$21.2K)
Filed 2026-10-28
Horrell Capital Management, Inc.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$45.7K (-$7.4K)
Filed 2026-10-08
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$45.0K (-$7.3K)
Filed 2026-10-29
Carolina Wealth Advisors, LLC
INCREASED
Shares359 from 267
Change+92 (+34%)
Value$43.2K (+$5.9K)
Filed 2026-10-23
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares355 from 330
Change+25 (+8%)
Value$42.7K (-$3.4K)
Filed 2026-10-28
Dakota Community Bank & Trust NA
NEW
Shares310
Change+310
Value$37.3K
Filed 2026-10-09
Blueline Advisors LLC
NEW
Shares310
Change+310
Value$37.3K
Filed 2026-10-15
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$36.7K (-$5.9K)
Filed 2026-10-14
KFG LLC
NEW
Shares301
Change+301
Value$36.2K
Filed 2026-11-02
Cdkv Holdings LLC
UNCHANGED
Shares301 from 301
Change0 (0%)
Value$36.2K (-$5.8K)
Filed 2026-10-28
GGM Financial LLC
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$35.8K (-$5.8K)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares294 from 172
Change+122 (+71%)
Value$35.3K (+$11.3K)
Filed 2026-10-15
Chilton Capital Management LLC
INCREASED
Shares287 from 25
Change+262 (+1048%)
Value$34.5K (+$31.0K)
Filed 2026-10-28
Burkett Financial Services, LLC
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$32.7K (-$5.3K)
Filed 2026-10-01
TFC Financial Management, Inc.
DECREASED
Shares271 from 397
Change-126 (-32%)
Value$32.6K (-$22.8K)
Filed 2026-10-26
Prudent Man Investment Management, Inc.
DECREASED
Shares270 from 520
Change-250 (-48%)
Value$32.5K (+$13.3K)
Filed 2026-11-03
Beacon Financial Strategies Corp
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$30.8K (-$5.0K)
Filed 2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$31 (-$5)
Filed 2026-10-14
Planning Strategies Inc.
INCREASED
Shares254 from 235
Change+19 (+8%)
Value$30.5K (-$2.3K)
Filed 2026-10-02
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$43.2K (-$7.0K)
Filed 2026-10-19
Navigoe, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$30.0K (+$30.0K)
Filed 2026-11-04
Aventus Investment Advisors, Inc.
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$28.3K (-$4.6K)
Filed 2026-10-09
Next Level Wealth Planning, LLC
NEW
Shares229
Change+229
Value$27.5K
Filed 2026-10-29
Richardson Capital Management LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$26.7K (-$4.3K)
Filed 2026-10-23
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$26.5K (-$4.3K)
Filed 2026-10-16
Pathway Financial Advisers, LLC
NEW
Shares212
Change+212
Value$25.4K
Filed 2026-10-27
Glynn Capital Management LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$25.4K (-$4.1K)
Filed 2026-10-07
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$24.6K (-$4.0K)
Filed 2026-10-23
Acumen Wealth Advisors, LLC
INCREASED
Shares204 from 138
Change+66 (+48%)
Value$24.5K (+$5.3K)
Filed 2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$24.0K (-$3.9K)
Filed 2026-10-20
Olistico Wealth, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$24.0K (-$3.9K)
Filed 2026-10-05
Torren Management, LLC
INCREASED
Shares197 from 167
Change+30 (+18%)
Value$23.6K (+$375)
Filed 2026-10-29
Montgomery Financial Services LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$22.2K (-$3.6K)
Filed 2026-11-03
Catherine Avery Investment Management LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$21.8K (-$3.5K)
Filed 2026-10-14
Wormser Freres Gestion
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$21.0K (-$305)
Filed 2026-10-21
Kings Path Partners LLC
INCREASED
Shares167 from 67
Change+100 (+149%)
Value$20.1K (+$10.7K)
Filed 2026-10-21
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$19.8K (-$3.2K)
Filed 2026-10-23
Madden Securities Corp
NEW
Shares159
Change+159
Value$19.2K
Filed 2026-10-27
Vaquero Private Wealth, LTD
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$17.7K (-$2.9K)
Filed 2026-10-27
Horizons Wealth Management
NEW
Shares143
Change+143
Value$17.2K
Filed 2026-10-05
Union Savings Bank
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$16.7K (-$2.7K)
Filed 2026-10-14
Investors Research Corp
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$16.6K (-$2.7K)
Filed 2026-10-07
Davis Capital Management
DECREASED
Shares132 from 237
Change-105 (-44%)
Value$15.9K (-$17.2K)
Filed 2026-10-08
PayPay Securities Corp
INCREASED
Shares132 from 73
Change+59 (+81%)
Value$15.9K (+$5.7K)
Filed 2026-10-27
Pacifica Partners Inc.
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$15.6K (-$46)
Filed 2026-10-09
Comprehensive Financial Planning, Inc.
DECREASED
Shares118 from 119
Change-1 (-1%)
Value$14.3K (-$2.3K)
Filed 2026-10-27
John Boyer, Inc.
NEW
Shares102
Change+102
Value$12.3K
Filed 2026-10-27
Security National Bank
NEW
Shares101
Change+101
Value$12.1K
Filed 2026-10-26
Trifecta Capital Advisors, LLC
INCREASED
Shares100 from 24
Change+76 (+317%)
Value$12.0K (+$8.7K)
Filed 2026-10-21
Vima LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$11.4K (-$1.8K)
Filed 2026-10-23
Louisbourg Investments Inc.
DECREASED
Shares85 from 115
Change-30 (-26%)
Value$8.3K (-$5.5K)
Filed 2026-10-20
Pflug Koory, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$10.2K (-$1.6K)
Filed 2026-10-26
Goodman Advisory Group, LLC
NEW
Shares82
Change+82
Value$9.9K
Filed 2026-11-02
WestEnd Advisors, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$9.9K (-$1.6K)
Filed 2026-10-27
Portfolio Resources Advisor Group, Inc.
NEW
Shares81
Change+81
Value$9.7K
Filed 2026-10-20
Breakwater Investment Management
INCREASED
Shares80 from 39
Change+41 (+105%)
Value$9.6K (+$4.2K)
Filed 2026-10-20
Morton Brown Family Wealth, LLC
INCREASED
Shares73 from 23
Change+50 (+217%)
Value$8.8K (+$5.6K)
Filed 2026-10-23
United Financial Planning Group LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$8.0K (-$1.3K)
Filed 2026-11-04
DB Fitzpatrick & Co, Inc
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$7.2K (-$1.2K)
Filed 2026-10-19
Compass Wealth Management LLC
NEW
Shares57
Change+57
Value$6.9K
Filed 2026-10-22
Maseco LLP
NEW
Shares52
Change+52
Value$6.2K
Filed 2026-10-27
Miller Global Investments, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$6.0K (-$970)
Filed 2026-10-02
CrossGen Wealth, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$6.0K (-$970)
Filed 2026-10-30
Ashurst Perkins Coie Trust Co
NEW
Shares39
Change+39
Value$4.7K
Filed 2026-10-15
Hoese & Co LLP
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$4.3K (-$698)
Filed 2026-10-21
Phillip James Consulting Co.
DECREASED
Shares32 from 53
Change-21 (-40%)
Value$3.8K (-$3.6K)
Filed 2026-11-03
Noble Wealth Management PBC
INCREASED
Shares25 from 22
Change+3 (+14%)
Value$3.0K (-$66)
Filed 2026-10-01
Networth Advisors, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.5K (-$407)
Filed 2026-11-03
Mainstream Capital Management LLC
NEW
Shares20
Change+20
Value$2.4K
Filed 2026-10-23
Transce3nd, LLC
NEW
Shares20
Change+20
Value$1.9K
Filed 2026-10-26
St. Johns Investment Management Company, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.2K (-$349)
Filed 2026-10-30
Wealth Analytics Partners, LLC
NEW
Shares10
Change+10
Value$1.2K
Filed 2026-10-19
Sunrise Financial Services, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$361 (-$58)
Filed 2026-10-21
Midwest Capital Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$361 (-$58)
Filed 2026-11-04
StrongBox Wealth, LLC
NEW
Shares2
Change+2
Value$240
Filed 2026-11-02
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares2 from 1,172
Change-1,170 (-100%)
Value$241 (-$163.4K)
Filed 2026-10-07
Beacon Capital Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$78 (-$13)
Filed 2026-10-13
Valliance Asset Management Ltd
CLOSED
Shares0 from 1,157,904
Change-1,157,904 (-100%)
Value$0 (-$161.7M)
Filed 2026-10-23
Fund Resources Investment Holding Group Co Ltd
CLOSED
Shares0 from 403,757
Change-403,757 (-100%)
Value$0 (-$56.4M)
Filed 2026-11-03
BSN Capital Partners Ltd
CLOSED
Shares0 from 300,000
Change-300,000 (-100%)
Value$0 (-$39.5M)
Filed 2026-10-23
Virtus Wealth Solutions LLC
CLOSED
Shares0 from 166,047
Change-166,047 (-100%)
Value$0 (-$23.2M)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 146,980
Change-146,980 (-100%)
Value$0 (-$20.5M)
Filed 2026-10-16
Lockheed Martin Investment Management Co
CLOSED
Shares0 from 143,400
Change-143,400 (-100%)
Value$0 (-$20.0M)
Filed 2026-11-04
Funde Sino Life Insurance Co Ltd
CLOSED
Shares0 from 89,675
Change-89,675 (-100%)
Value$0 (-$12.5M)
Filed 2026-11-03
Geneva Partners, LLC
CLOSED
Shares0 from 63,206
Change-63,206 (-100%)
Value$0 (-$8.8M)
Filed 2026-10-26
Patton Fund Management, Inc.
CLOSED
Shares0 from 44,781
Change-44,781 (-100%)
Value$0 (-$6.3M)
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
CLOSED
Shares0 from 44,441
Change-44,441 (-100%)
Value$0 (-$6.2M)
Filed 2026-10-21
Hennessy Advisors Inc
CLOSED
Shares0 from 40,218
Change-40,218 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-28
Generate Investment Management Ltd
CLOSED
Shares0 from 36,478
Change-36,478 (-100%)
Value$0 (-$5.1M)
Filed 2026-10-14
Parkway Wealth Management Group, LLC
CLOSED
Shares0 from 30,631
Change-30,631 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-20
Jackson Square Capital, LLC
CLOSED
Shares0 from 25,045
Change-25,045 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-19
Retireful, LLC
CLOSED
Shares0 from 19,437
Change-19,437 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-09
Herald Investment Management Ltd
CLOSED
Shares0 from 19,000
Change-19,000 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-05
Blueprint Investment Partners LLC
CLOSED
Shares0 from 15,800
Change-15,800 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-28
REX Advisers, LLC
CLOSED
Shares0 from 14,000
Change-14,000 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-08
Wellington Shields & Co., LLC
CLOSED
Shares0 from 11,243
Change-11,243 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-03
Stone Wealth Partners
CLOSED
Shares0 from 10,698
Change-10,698 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-05
Quattro Financial Advisors LLC
CLOSED
Shares0 from 10,175
Change-10,175 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-15
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 10,171
Change-10,171 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Englebert Financial Advisers, LLC
CLOSED
Shares0 from 8,004
Change-8,004 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-20
Wedge Capital Management L L P
CLOSED
Shares0 from 6,991
Change-6,991 (-100%)
Value$0 (-$976.2K)
Filed 2026-10-13
Johnson Financial Group, LLC
CLOSED
Shares0 from 5,712
Change-5,712 (-100%)
Value$0 (-$797.6K)
Filed 2026-11-03
Alpha Wealth Funds, LLC
CLOSED
Shares0 from 5,100
Change-5,100 (-100%)
Value$0 (-$710.2K)
Filed 2026-11-04
William John Sempolinski
CLOSED
Shares0 from 4,850
Change-4,850 (-100%)
Value$0 (-$677.2K)
Filed 2026-10-20
Range Financial Group LLC
CLOSED
Shares0 from 4,605
Change-4,605 (-100%)
Value$0 (-$643.0K)
Filed 2026-10-21
Elevate Capital Advisors, LLC
CLOSED
Shares0 from 4,315
Change-4,315 (-100%)
Value$0 (-$602.5K)
Filed 2026-11-02
Wealthcare Capital Management LLC
CLOSED
Shares0 from 4,206
Change-4,206 (-100%)
Value$0 (-$587.3K)
Filed 2026-10-21
Pavaki Capital Management LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$558.5K)
Filed 2026-10-26
Sage Mountain Advisors LLC
CLOSED
Shares0 from 3,801
Change-3,801 (-100%)
Value$0 (-$530.7K)
Filed 2026-11-02
Tabr Capital Management, LLC
CLOSED
Shares0 from 3,590
Change-3,590 (-100%)
Value$0 (-$501.3K)
Filed 2026-10-20
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 3,479
Change-3,479 (-100%)
Value$0 (-$485.8K)
Filed 2026-10-09
Fullerton Advisors, LLC
CLOSED
Shares0 from 3,443
Change-3,443 (-100%)
Value$0 (-$480.7K)
Filed 2026-10-14
Avaii Wealth Management, LLC
CLOSED
Shares0 from 3,103
Change-3,103 (-100%)
Value$0 (-$433.2K)
Filed 2026-10-09
Teza Capital Management LLC
CLOSED
Shares0 from 3,078
Change-3,078 (-100%)
Value$0 (-$429.8K)
Filed 2026-10-23
Banque Pictet & CIE SA
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$417.2K)
Filed 2026-10-16
Hara Capital LLC
CLOSED
Shares0 from 2,956
Change-2,956 (-100%)
Value$0 (-$412.7K)
Filed 2026-10-30
Poehling Capital Management, Inc.
CLOSED
Shares0 from 2,735
Change-2,735 (-100%)
Value$0 (-$381.9K)
Filed 2026-10-20
Fourpath Capital Management, LLC
CLOSED
Shares0 from 2,431
Change-2,431 (-100%)
Value$0 (-$339.4K)
Filed 2026-10-19
West Wealth Group, LLC
CLOSED
Shares0 from 2,395
Change-2,395 (-100%)
Value$0 (-$334.5K)
Filed 2026-10-14
Trust Investment Advisors
CLOSED
Shares0 from 2,353
Change-2,353 (-100%)
Value$0 (-$328.5K)
Filed 2026-10-20
Greenwood Gearhart LLC
CLOSED
Shares0 from 2,275
Change-2,275 (-100%)
Value$0 (-$317.6K)
Filed 2026-11-02
Grantvest Financial Group LLC
CLOSED
Shares0 from 2,232
Change-2,232 (-100%)
Value$0 (-$311.7K)
Filed 2026-10-21
Winter & Associates, Inc.
CLOSED
Shares0 from 2,137
Change-2,137 (-100%)
Value$0 (-$298.4K)
Filed 2026-10-23
Ramiah Investment Group
CLOSED
Shares0 from 2,134
Change-2,134 (-100%)
Value$0 (-$298.0K)
Filed 2026-10-20
Silverberg Bernstein Capital Management LLC
CLOSED
Shares0 from 2,100
Change-2,100 (-100%)
Value$0 (-$293.2K)
Filed 2026-10-13
PFG Private Wealth Management, LLC
CLOSED
Shares0 from 2,048
Change-2,048 (-100%)
Value$0 (-$286.0K)
Filed 2026-10-15
Promethium Advisors,llc
CLOSED
Shares0 from 2,017
Change-2,017 (-100%)
Value$0 (-$281.6K)
Filed 2026-10-19
Capital City Trust Co
CLOSED
Shares0 from 2,010
Change-2,010 (-100%)
Value$0 (-$280.7K)
Filed 2026-10-22
Clarus Wealth Advisors
CLOSED
Shares0 from 2,002
Change-2,002 (-100%)
Value$0 (-$220.7K)
Filed 2026-10-13
Aurora Private Wealth, Inc.
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$279.0K)
Filed 2026-10-20
Washburn Capital Management, Inc.
CLOSED
Shares0 from 1,980
Change-1,980 (-100%)
Value$0 (-$276.5K)
Filed 2026-10-19
Asset Allocation Strategies LLC
CLOSED
Shares0 from 1,944
Change-1,944 (-100%)
Value$0 (-$271.4K)
Filed 2026-10-20
RiverTree Advisors, LLC
CLOSED
Shares0 from 1,806
Change-1,806 (-100%)
Value$0 (-$252.2K)
Filed 2026-10-13
DBA Trading, LLC
CLOSED
Shares0 from 1,800
Change-1,800 (-100%)
Value$0 (-$79.4K)
Filed 2026-11-04
Aspetuck Financial Management LLC
CLOSED
Shares0 from 1,797
Change-1,797 (-100%)
Value$0 (-$250.9K)
Filed 2026-11-04
Azzad Asset Management Inc
CLOSED
Shares0 from 1,747
Change-1,747 (-100%)
Value$0 (-$244.0K)
Filed 2026-11-04
Valtinson Bruner Financial Planning LLC
CLOSED
Shares0 from 1,721
Change-1,721 (-100%)
Value$0 (-$240.3K)
Filed 2026-11-02
Kellett Wealth Advisors, LLC
CLOSED
Shares0 from 1,719
Change-1,719 (-100%)
Value$0 (-$240.0K)
Filed 2026-10-15
Myecfo, LLC
CLOSED
Shares0 from 1,685
Change-1,685 (-100%)
Value$0 (-$235.3K)
Filed 2026-10-14
Bender Robert & Associates
CLOSED
Shares0 from 1,680
Change-1,680 (-100%)
Value$0 (-$234.6K)
Filed 2026-10-21
Spinnaker Investment Group, LLC
CLOSED
Shares0 from 1,668
Change-1,668 (-100%)
Value$0 (-$232.9K)
Filed 2026-10-13
Impact Investors, Inc
CLOSED
Shares0 from 1,656
Change-1,656 (-100%)
Value$0 (-$231.2K)
Filed 2026-11-02
Able Financial Group, LLC
CLOSED
Shares0 from 1,652
Change-1,652 (-100%)
Value$0 (-$230.7K)
Filed 2026-10-14
Seamount Financial Group Inc
CLOSED
Shares0 from 1,640
Change-1,640 (-100%)
Value$0 (-$229.1K)
Filed 2026-10-21
Kondo Wealth Advisors, Inc.
CLOSED
Shares0 from 1,629
Change-1,629 (-100%)
Value$0 (-$227.5K)
Filed 2026-10-19
Verity Asset Management, Inc.
CLOSED
Shares0 from 1,617
Change-1,617 (-100%)
Value$0 (-$225.7K)
Filed 2026-10-30
Grandview Asset Management LLC
CLOSED
Shares0 from 1,610
Change-1,610 (-100%)
Value$0 (-$224.8K)
Filed 2026-10-19
Cypress Capital Group
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$223.4K)
Filed 2026-11-03
Violich Capital Management, Inc.
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$223.4K)
Filed 2026-10-05
Financial Futures Ltd Liability Co.
CLOSED
Shares0 from 1,593
Change-1,593 (-100%)
Value$0 (-$222.4K)
Filed 2026-10-13
5th Street Advisors, LLC
CLOSED
Shares0 from 1,591
Change-1,591 (-100%)
Value$0 (-$222.1K)
Filed 2026-11-04
Dutch Asset Corp
CLOSED
Shares0 from 1,591
Change-1,591 (-100%)
Value$0 (-$222.2K)
Filed 2026-10-20
Kure Advisory, LLC
CLOSED
Shares0 from 1,583
Change-1,583 (-100%)
Value$0 (-$221.1K)
Filed 2026-10-08
Sheets Smith Wealth Management
CLOSED
Shares0 from 1,582
Change-1,582 (-100%)
Value$0 (-$220.9K)
Filed 2026-10-16
Bayforest Capital Ltd
CLOSED
Shares0 from 1,575
Change-1,575 (-100%)
Value$0 (-$219.9K)
Filed 2026-11-03
Seros Financial, LLC
CLOSED
Shares0 from 1,569
Change-1,569 (-100%)
Value$0 (-$219.0K)
Filed 2026-10-21
Verde Capital Management
CLOSED
Shares0 from 1,568
Change-1,568 (-100%)
Value$0 (-$218.9K)
Filed 2026-10-28
Firethorn Wealth Partners, LLC
CLOSED
Shares0 from 1,564
Change-1,564 (-100%)
Value$0 (-$218.4K)
Filed 2026-10-14
Aspen Wealth Management LLC
CLOSED
Shares0 from 1,562
Change-1,562 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-14
Mission Financial Group, LLC
CLOSED
Shares0 from 1,560
Change-1,560 (-100%)
Value$0 (-$217.8K)
Filed 2026-10-21
Kelly Financial Group LLC
CLOSED
Shares0 from 1,556
Change-1,556 (-100%)
Value$0 (-$216.5K)
Filed 2026-10-16
ICW Investment Advisors LLC
CLOSED
Shares0 from 1,552
Change-1,552 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-27
Puff Wealth Management, LLC
CLOSED
Shares0 from 1,541
Change-1,541 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-07
Guardian Wealth Advisors, LLC
CLOSED
Shares0 from 1,535
Change-1,535 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-30
Riverbend Wealth Management, LLC
CLOSED
Shares0 from 1,529
Change-1,529 (-100%)
Value$0 (-$213.5K)
Filed 2026-10-15
Hardin Capital Partners, LLC
CLOSED
Shares0 from 1,526
Change-1,526 (-100%)
Value$0 (-$214.0K)
Filed 2026-10-09
KOM Wealth Management Group, LLC
CLOSED
Shares0 from 1,524
Change-1,524 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-15
Elmwood Wealth Management, Inc.
CLOSED
Shares0 from 1,523
Change-1,523 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-14
White Lighthouse Investment Management Inc.
CLOSED
Shares0 from 1,509
Change-1,509 (-100%)
Value$0 (-$210.7K)
Filed 2026-10-21
TKG Advisors, LLC
CLOSED
Shares0 from 1,501
Change-1,501 (-100%)
Value$0 (-$209.6K)
Filed 2026-11-02
Slocum, Gordon & Co LLP
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-19
Tweedy, Browne Co LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$209.4K)
Filed 2026-11-04
Independence Financial Advisors, LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-08
TT Capital Management LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$209.4K)
Filed 2026-10-15
Cathy Pareto & Associates, Inc
CLOSED
Shares0 from 1,491
Change-1,491 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-15
Maia Wealth LLC
CLOSED
Shares0 from 1,490
Change-1,490 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-19
LifePlan Financial, LLC
CLOSED
Shares0 from 1,488
Change-1,488 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-13
St. Louis Trust Co
CLOSED
Shares0 from 1,484
Change-1,484 (-100%)
Value$0 (-$4.8M)
Filed 2026-11-03
TFB Advisors LLC
CLOSED
Shares0 from 1,481
Change-1,481 (-100%)
Value$0 (-$206.8K)
Filed 2026-11-02
Alliance Wealth Advisors, LLC
CLOSED
Shares0 from 1,477
Change-1,477 (-100%)
Value$0 (-$206.2K)
Filed 2026-10-28
Hendley & Co Inc
CLOSED
Shares0 from 1,475
Change-1,475 (-100%)
Value$0 (-$206)
Filed 2026-10-29
HRC Wealth Management, LLC
CLOSED
Shares0 from 1,470
Change-1,470 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-16
Charter Capital Management, Llc\de
CLOSED
Shares0 from 1,470
Change-1,470 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-28
Hopwood Financial Services, Inc.
CLOSED
Shares0 from 1,460
Change-1,460 (-100%)
Value$0 (-$203.9K)
Filed 2026-10-29
Midwest Financial Group LLC
CLOSED
Shares0 from 1,450
Change-1,450 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-15
Legacy Financial Independent Advisors LLC
CLOSED
Shares0 from 1,439
Change-1,439 (-100%)
Value$0 (-$200.9K)
Filed 2026-11-02
Conrad Siegel Investment Advisors, Inc.
CLOSED
Shares0 from 1,438
Change-1,438 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-08
Maple Capital Management, Inc.
CLOSED
Shares0 from 1,433
Change-1,433 (-100%)
Value$0 (-$200.1K)
Filed 2026-11-02
Founders Capital Management
CLOSED
Shares0 from 1,025
Change-1,025 (-100%)
Value$0 (-$143.1K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 808
Change-808 (-100%)
Value$0 (-$112.8K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 639
Change-639 (-100%)
Value$0 (-$89.2K)
Filed 2026-10-13
Redwood Family Wealth LLC
CLOSED
Shares0 from 629
Change-629 (-100%)
Value$0 (-$87.9K)
Filed 2026-10-20
Prism Advisors, Inc.
CLOSED
Shares0 from 448
Change-448 (-100%)
Value$0 (-$62.6K)
Filed 2026-10-09
Robinswood Financial LLC
CLOSED
Shares0 from 362
Change-362 (-100%)
Value$0 (-$50.5K)
Filed 2026-10-20
Sims Investment Management, LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$23.3K)
Filed 2026-10-13
Obsidian CIO, LLC
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$32.4K)
Filed 2026-11-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 158
Change-158 (-100%)
Value$0 (-$22.1K)
Filed 2026-10-23
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$21.0K)
Filed 2026-10-26
Paladin Partners, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$14.0K)
Filed 2026-10-06
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$4.9K)
Filed 2026-10-16
Your Advocates Ltd., LLP
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-03
Midway Capital Research & Management
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-20
Bullseye Investment Management, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$279)
Filed 2026-10-29
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$151)
Filed 2026-10-23
Intact Investment Management Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
DECREASED
Shares0 from 15
Change-15 (-100%)
Value$41 (-$2.1K)
Filed 2026-11-02
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$977.1K (-$138.0K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 426,478,962
Change-426,478,962 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 285,230,183
Change-285,230,183 (-100%)
Value—
State Street Corp
N/A
Shares— from 216,849,675
Change-216,849,675 (-100%)
Value—
Nvidia Corp
N/A
Shares— from 214,776,632
Change-214,776,632 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 157,902,890
Change-157,902,890 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 110,339,857
Change-110,339,857 (-100%)
Value—
FMR LLC
N/A
Shares— from 94,431,754
Change-94,431,754 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 89,395,975
Change-89,395,975 (-100%)
Value—
Softbank Group Corp.
N/A
Shares— from 86,956,522
Change-86,956,522 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 75,250,958
Change-75,250,958 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 73,749,883
Change-73,749,883 (-100%)
Value—
Norges Bank
N/A
Shares— from 61,714,672
Change-61,714,672 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 61,516,453
Change-61,516,453 (-100%)
Value—
Capital World Investors
N/A
Shares— from 55,212,818
Change-55,212,818 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 53,547,772
Change-53,547,772 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 50,425,548
Change-50,425,548 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 46,239,139
Change-46,239,139 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 42,819,683
Change-42,819,683 (-100%)
Value—
Capital International Investors
N/A
Shares— from 38,567,084
Change-38,567,084 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 34,432,990
Change-34,432,990 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 33,298,214
Change-33,298,214 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 31,724,362
Change-31,724,362 (-100%)
Value—
Amundi
N/A
Shares— from 30,293,732
Change-30,293,732 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 29,335,458
Change-29,335,458 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 27,907,724
Change-27,907,724 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 26,071,238
Change-26,071,238 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 25,934,476
Change-25,934,476 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 24,778,473
Change-24,778,473 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 24,059,342
Change-24,059,342 (-100%)
Value—
Barclays PLC
N/A
Shares— from 21,472,818
Change-21,472,818 (-100%)
Value—
UBS Group AG
N/A
Shares— from 19,502,935
Change-19,502,935 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 16,699,836
Change-16,699,836 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 13,777,776
Change-13,777,776 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 13,559,338
Change-13,559,338 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 13,238,118
Change-13,238,118 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 12,938,815
Change-12,938,815 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,526,949
Change-12,526,949 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 12,391,400
Change-12,391,400 (-100%)
Value—
Coatue Management LLC
N/A
Shares— from 12,084,027
Change-12,084,027 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 11,127,772
Change-11,127,772 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,742,567
Change-10,742,567 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 10,719,014
Change-10,719,014 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 10,182,666
Change-10,182,666 (-100%)
Value—
National Pension Service
N/A
Shares— from 9,999,492
Change-9,999,492 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,761,123
Change-9,761,123 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 8,756,909
Change-8,756,909 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 8,731,138
Change-8,731,138 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 8,618,269
Change-8,618,269 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 8,547,827
Change-8,547,827 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 8,526,683
Change-8,526,683 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 8,390,168
Change-8,390,168 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 7,749,654
Change-7,749,654 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 7,480,892
Change-7,480,892 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,435,259
Change-7,435,259 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 7,321,928
Change-7,321,928 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,312,940
Change-7,312,940 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 7,167,239
Change-7,167,239 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 6,711,403
Change-6,711,403 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 6,671,769
Change-6,671,769 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 6,573,029
Change-6,573,029 (-100%)
Value—
Value Aligned Research Advisors, LLC
N/A
Shares— from 6,345,700
Change-6,345,700 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 5,370,938
Change-5,370,938 (-100%)
Value—
Evergreen Quality Fund GP, Ltd.
N/A
Shares— from 5,213,100
Change-5,213,100 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,049,198
Change-5,049,198 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 4,764,682
Change-4,764,682 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 4,756,025
Change-4,756,025 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,741,620
Change-4,741,620 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 4,718,628
Change-4,718,628 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 4,638,876
Change-4,638,876 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 4,437,253
Change-4,437,253 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,363,426
Change-4,363,426 (-100%)
Value—
Tiger Global Management LLC
N/A
Shares— from 4,252,690
Change-4,252,690 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,218,311
Change-4,218,311 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 4,166,552
Change-4,166,552 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 4,083,350
Change-4,083,350 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,070,243
Change-4,070,243 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 4,063,385
Change-4,063,385 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 3,997,943
Change-3,997,943 (-100%)
Value—
Aviva PLC
N/A
Shares— from 3,846,377
Change-3,846,377 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 3,803,073
Change-3,803,073 (-100%)
Value—
Maverick Capital LTD
N/A
Shares— from 3,668,855
Change-3,668,855 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,654,702
Change-3,654,702 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 3,536,581
Change-3,536,581 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 3,448,798
Change-3,448,798 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 3,435,694
Change-3,435,694 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 3,408,833
Change-3,408,833 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,396,537
Change-3,396,537 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 3,381,885
Change-3,381,885 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 3,357,740
Change-3,357,740 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,118,113
Change-3,118,113 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 3,113,643
Change-3,113,643 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 3,015,622
Change-3,015,622 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 2,985,903
Change-2,985,903 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 2,932,344
Change-2,932,344 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,884,489
Change-2,884,489 (-100%)
Value—
Greenwoods Asset Management Hong Kong Ltd.
N/A
Shares— from 2,751,193
Change-2,751,193 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 2,746,307
Change-2,746,307 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,731,186
Change-2,731,186 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,710,508
Change-2,710,508 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,634,618
Change-2,634,618 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 2,605,833
Change-2,605,833 (-100%)
Value—
PFA Pension, Forsikringsaktieselskab
N/A
Shares— from 2,576,450
Change-2,576,450 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 2,493,502
Change-2,493,502 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 2,457,702
Change-2,457,702 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 2,384,964
Change-2,384,964 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 2,309,818
Change-2,309,818 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 2,297,844
Change-2,297,844 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 2,291,647
Change-2,291,647 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 2,280,459
Change-2,280,459 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 2,268,986
Change-2,268,986 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 2,266,402
Change-2,266,402 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 2,263,752
Change-2,263,752 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,260,348
Change-2,260,348 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 2,248,764
Change-2,248,764 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 2,244,943
Change-2,244,943 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 2,227,800
Change-2,227,800 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 2,075,580
Change-2,075,580 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,062,345
Change-2,062,345 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 2,024,595
Change-2,024,595 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 2,022,102
Change-2,022,102 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 2,021,951
Change-2,021,951 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 2,002,511
Change-2,002,511 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 2,000,116
Change-2,000,116 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 1,983,366
Change-1,983,366 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,931,408
Change-1,931,408 (-100%)
Value—
ING Groep NV
N/A
Shares— from 1,857,710
Change-1,857,710 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 1,854,351
Change-1,854,351 (-100%)
Value—
SurgoCap Partners LP
N/A
Shares— from 1,848,315
Change-1,848,315 (-100%)
Value—
FIL Ltd
N/A
Shares— from 1,839,138
Change-1,839,138 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,830,116
Change-1,830,116 (-100%)
Value—
Contrarius Group Holdings Ltd
N/A
Shares— from 1,773,028
Change-1,773,028 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,767,778
Change-1,767,778 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,743,233
Change-1,743,233 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,724,912
Change-1,724,912 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,724,636
Change-1,724,636 (-100%)
Value—
Ossiam
N/A
Shares— from 1,714,878
Change-1,714,878 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,683,909
Change-1,683,909 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,677,141
Change-1,677,141 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,598,559
Change-1,598,559 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 1,590,519
Change-1,590,519 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 1,579,900
Change-1,579,900 (-100%)
Value—
Bright Valley Capital Ltd
N/A
Shares— from 1,567,500
Change-1,567,500 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,554,289
Change-1,554,289 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 1,542,727
Change-1,542,727 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 1,509,064
Change-1,509,064 (-100%)
Value—
Select Equity Group, L.P.
N/A
Shares— from 1,503,056
Change-1,503,056 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 1,498,060
Change-1,498,060 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,497,690
Change-1,497,690 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,493,552
Change-1,493,552 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 1,478,144
Change-1,478,144 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,453,295
Change-1,453,295 (-100%)
Value—
E20 Capital Ltd
N/A
Shares— from 1,442,910
Change-1,442,910 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,442,193
Change-1,442,193 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 1,432,695
Change-1,432,695 (-100%)
Value—
Tensor Edge Capital, LLC
N/A
Shares— from 1,421,098
Change-1,421,098 (-100%)
Value—
LBP AM SA
N/A
Shares— from 1,400,812
Change-1,400,812 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,393,260
Change-1,393,260 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 1,376,579
Change-1,376,579 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 1,374,357
Change-1,374,357 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 1,360,958
Change-1,360,958 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,326,665
Change-1,326,665 (-100%)
Value—
Castle Hook Partners LP
N/A
Shares— from 1,307,838
Change-1,307,838 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 1,299,694
Change-1,299,694 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,268,470
Change-1,268,470 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 1,265,318
Change-1,265,318 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 1,240,706
Change-1,240,706 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 1,227,980
Change-1,227,980 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,223,912
Change-1,223,912 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,199,847
Change-1,199,847 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,185,292
Change-1,185,292 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 1,162,019
Change-1,162,019 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,114,835
Change-1,114,835 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 1,111,987
Change-1,111,987 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,105,192
Change-1,105,192 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 1,100,544
Change-1,100,544 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 1,082,071
Change-1,082,071 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,080,599
Change-1,080,599 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 1,075,316
Change-1,075,316 (-100%)
Value—
SRB Corp
N/A
Shares— from 1,067,407
Change-1,067,407 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,058,651
Change-1,058,651 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,054,015
Change-1,054,015 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 1,052,463
Change-1,052,463 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 1,052,327
Change-1,052,327 (-100%)
Value—
Toms Capital Investment Management LP
N/A
Shares— from 1,047,000
Change-1,047,000 (-100%)
Value—
Susquehanna Portfolio Strategies, LLC
N/A
Shares— from 1,045,329
Change-1,045,329 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 981,292
Change-981,292 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 965,254
Change-965,254 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 926,753
Change-926,753 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 922,141
Change-922,141 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 893,751
Change-893,751 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 873,727
Change-873,727 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 873,187
Change-873,187 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 854,459
Change-854,459 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 839,447
Change-839,447 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 837,318
Change-837,318 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 836,731
Change-836,731 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 808,133
Change-808,133 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 806,675
Change-806,675 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 772,639
Change-772,639 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 761,185
Change-761,185 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 760,454
Change-760,454 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 756,383
Change-756,383 (-100%)
Value—
CTC LLC
N/A
Shares— from 745,232
Change-745,232 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 740,001
Change-740,001 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 723,074
Change-723,074 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 705,653
Change-705,653 (-100%)
Value—
Man Group plc
N/A
Shares— from 703,789
Change-703,789 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 698,540
Change-698,540 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 693,663
Change-693,663 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 681,668
Change-681,668 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 675,698
Change-675,698 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 671,925
Change-671,925 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 665,820
Change-665,820 (-100%)
Value—
Atreides Management, LP
N/A
Shares— from 663,802
Change-663,802 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 662,615
Change-662,615 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 661,144
Change-661,144 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 658,628
Change-658,628 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 657,782
Change-657,782 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 652,423
Change-652,423 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 649,888
Change-649,888 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 641,755
Change-641,755 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 616,682
Change-616,682 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 614,553
Change-614,553 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 603,741
Change-603,741 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 600,233
Change-600,233 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 591,958
Change-591,958 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 585,604
Change-585,604 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 585,270
Change-585,270 (-100%)
Value—
BIT Capital GmbH
N/A
Shares— from 578,184
Change-578,184 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 577,944
Change-577,944 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 575,527
Change-575,527 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 569,422
Change-569,422 (-100%)
Value—
Kensico Capital Management Corp
N/A
Shares— from 563,200
Change-563,200 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 562,481
Change-562,481 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 553,537
Change-553,537 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 553,497
Change-553,497 (-100%)
Value—
Ariel Investments, LLC
N/A
Shares— from 548,831
Change-548,831 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 547,770
Change-547,770 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 544,582
Change-544,582 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 541,588
Change-541,588 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 538,159
Change-538,159 (-100%)
Value—
Avantyr Capital Partners, LP
N/A
Shares— from 538,025
Change-538,025 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 517,317
Change-517,317 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 517,201
Change-517,201 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 516,521
Change-516,521 (-100%)
Value—
Sculptor Capital LP
N/A
Shares— from 497,000
Change-497,000 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 496,907
Change-496,907 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 495,228
Change-495,228 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 494,717
Change-494,717 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 491,979
Change-491,979 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 491,418
Change-491,418 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 491,218
Change-491,218 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 488,322
Change-488,322 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 480,000
Change-480,000 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 478,889
Change-478,889 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 476,692
Change-476,692 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 473,963
Change-473,963 (-100%)
Value—
Tairen Capital Ltd
N/A
Shares— from 469,340
Change-469,340 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 464,258
Change-464,258 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 459,606
Change-459,606 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 459,534
Change-459,534 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 446,777
Change-446,777 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 445,107
Change-445,107 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 443,355
Change-443,355 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 442,176
Change-442,176 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 441,771
Change-441,771 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 438,487
Change-438,487 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 432,322
Change-432,322 (-100%)
Value—
Prudential PLC
N/A
Shares— from 425,974
Change-425,974 (-100%)
Value—
Allstate Corp
N/A
Shares— from 420,355
Change-420,355 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 418,425
Change-418,425 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 410,900
Change-410,900 (-100%)
Value—
Anther Capital Ltd
N/A
Shares— from 402,275
Change-402,275 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 400,518
Change-400,518 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 398,316
Change-398,316 (-100%)
Value—
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A
Shares— from 395,203
Change-395,203 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 371,823
Change-371,823 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 371,695
Change-371,695 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 369,870
Change-369,870 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 369,449
Change-369,449 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 366,969
Change-366,969 (-100%)
Value—
Valueworks LLC
N/A
Shares— from 356,917
Change-356,917 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 353,867
Change-353,867 (-100%)
Value—
Clifford Swan Investment Counsel LLC
N/A
Shares— from 351,293
Change-351,293 (-100%)
Value—
Blair William & Co
N/A
Shares— from 344,628
Change-344,628 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 340,000
Change-340,000 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 333,786
Change-333,786 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 332,512
Change-332,512 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 320,909
Change-320,909 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 318,328
Change-318,328 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 316,752
Change-316,752 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 313,365
Change-313,365 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 308,347
Change-308,347 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 307,538
Change-307,538 (-100%)
Value—
Nishkama Capital, LLC
N/A
Shares— from 303,043
Change-303,043 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 300,026
Change-300,026 (-100%)
Value—
Deltroit Asset Management (UK) LLP
N/A
Shares— from 294,245
Change-294,245 (-100%)
Value—
Sora Investors LLC
N/A
Shares— from 291,791
Change-291,791 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 288,209
Change-288,209 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 279,697
Change-279,697 (-100%)
Value—
Hel Ved Capital Management Ltd
N/A
Shares— from 278,950
Change-278,950 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 278,569
Change-278,569 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 277,826
Change-277,826 (-100%)
Value—
Capital International LTD
N/A
Shares— from 275,827
Change-275,827 (-100%)
Value—
Avala Global LP
N/A
Shares— from 275,700
Change-275,700 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 270,605
Change-270,605 (-100%)
Value—
Atika Capital Management LLC
N/A
Shares— from 264,000
Change-264,000 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 261,532
Change-261,532 (-100%)
Value—
Mane Global Capital Management LP
N/A
Shares— from 260,340
Change-260,340 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 260,206
Change-260,206 (-100%)
Value—
Whale Rock Capital Management LLC
N/A
Shares— from 259,903
Change-259,903 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 257,326
Change-257,326 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 256,137
Change-256,137 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 253,952
Change-253,952 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 253,907
Change-253,907 (-100%)
Value—
3G Capital Partners LP
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 249,526
Change-249,526 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 249,502
Change-249,502 (-100%)
Value—
Dnca Finance
N/A
Shares— from 247,300
Change-247,300 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 245,841
Change-245,841 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 245,409
Change-245,409 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 245,281
Change-245,281 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 239,863
Change-239,863 (-100%)
Value—
Maryland State Retirement & Pension System
N/A
Shares— from 236,091
Change-236,091 (-100%)
Value—
CloudAlpha Capital Management Limited Kong
N/A
Shares— from 234,800
Change-234,800 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 234,186
Change-234,186 (-100%)
Value—
New Mexico Educational Retirement Board
N/A
Shares— from 233,470
Change-233,470 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 230,420
Change-230,420 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 228,357
Change-228,357 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 228,193
Change-228,193 (-100%)
Value—
Square Wave Capital, LLC
N/A
Shares— from 228,100
Change-228,100 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 226,775
Change-226,775 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 226,625
Change-226,625 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 226,071
Change-226,071 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 224,105
Change-224,105 (-100%)
Value—
Thames Capital Management LLC
N/A
Shares— from 223,725
Change-223,725 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 221,636
Change-221,636 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 215,629
Change-215,629 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 215,388
Change-215,388 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 212,918
Change-212,918 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 208,213
Change-208,213 (-100%)
Value—
Kultura Capital Management LP
N/A
Shares— from 206,750
Change-206,750 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 203,972
Change-203,972 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 201,994
Change-201,994 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 201,768
Change-201,768 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 200,051
Change-200,051 (-100%)
Value—
Step Capital Management Pte. Ltd.
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 199,919
Change-199,919 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 196,723
Change-196,723 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 195,474
Change-195,474 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 195,275
Change-195,275 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 193,978
Change-193,978 (-100%)
Value—
Letko, Brosseau & Associates Inc
N/A
Shares— from 193,495
Change-193,495 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 192,682
Change-192,682 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 192,070
Change-192,070 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 191,344
Change-191,344 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 190,051
Change-190,051 (-100%)
Value—
Advisors Management Group Inc
N/A
Shares— from 189,709
Change-189,709 (-100%)
Value—
&partners
N/A
Shares— from 187,133
Change-187,133 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 185,299
Change-185,299 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 180,249
Change-180,249 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 177,965
Change-177,965 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 177,749
Change-177,749 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 177,672
Change-177,672 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 177,563
Change-177,563 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 175,809
Change-175,809 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 173,113
Change-173,113 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 171,733
Change-171,733 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 171,262
Change-171,262 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 169,689
Change-169,689 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 169,092
Change-169,092 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 167,544
Change-167,544 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 166,641
Change-166,641 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 164,841
Change-164,841 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 164,650
Change-164,650 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 164,538
Change-164,538 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 161,274
Change-161,274 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 160,840
Change-160,840 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 160,779
Change-160,779 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 160,187
Change-160,187 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 160,096
Change-160,096 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 160,083
Change-160,083 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 159,053
Change-159,053 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 156,882
Change-156,882 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 152,854
Change-152,854 (-100%)
Value—
Parus Finance (UK) Ltd
N/A
Shares— from 152,810
Change-152,810 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 151,473
Change-151,473 (-100%)
Value—
Commerce Bank
N/A
Shares— from 150,392
Change-150,392 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 150,351
Change-150,351 (-100%)
Value—
Orion Investment Co
N/A
Shares— from 150,258
Change-150,258 (-100%)
Value—
Alight Capital Management LP
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Proem Advisors LLC
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 149,155
Change-149,155 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 147,571
Change-147,571 (-100%)
Value—
Artemis Wealth Advisors, LLC
N/A
Shares— from 143,099
Change-143,099 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 142,600
Change-142,600 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 142,579
Change-142,579 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 142,294
Change-142,294 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 141,569
Change-141,569 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 138,712
Change-138,712 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 137,848
Change-137,848 (-100%)
Value—
Summit Street Capital Management, LLC
N/A
Shares— from 137,030
Change-137,030 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 135,391
Change-135,391 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 135,200
Change-135,200 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 134,469
Change-134,469 (-100%)
Value—
Octahedron Capital Management L.P.
N/A
Shares— from 134,000
Change-134,000 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 132,500
Change-132,500 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 131,660
Change-131,660 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 130,334
Change-130,334 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 129,240
Change-129,240 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 129,027
Change-129,027 (-100%)
Value—
Armistice Capital, LLC
N/A
Shares— from 129,011
Change-129,011 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 128,621
Change-128,621 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 126,119
Change-126,119 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 125,543
Change-125,543 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 125,277
Change-125,277 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 123,406
Change-123,406 (-100%)
Value—
Jefferies Financial Group Inc.
N/A
Shares— from 122,413
Change-122,413 (-100%)
Value—
Aragon Global Management, LP
N/A
Shares— from 121,250
Change-121,250 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 120,135
Change-120,135 (-100%)
Value—
KP Management LLC
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 119,100
Change-119,100 (-100%)
Value—
Senvest Management, LLC
N/A
Shares— from 118,800
Change-118,800 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 118,426
Change-118,426 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 118,268
Change-118,268 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 116,498
Change-116,498 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 115,783
Change-115,783 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 115,602
Change-115,602 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 114,889
Change-114,889 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 111,810
Change-111,810 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 110,096
Change-110,096 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 107,157
Change-107,157 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 105,240
Change-105,240 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 104,700
Change-104,700 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 104,577
Change-104,577 (-100%)
Value—
Wahed Invest LLC
N/A
Shares— from 104,364
Change-104,364 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 103,439
Change-103,439 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 103,423
Change-103,423 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 102,426
Change-102,426 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 101,636
Change-101,636 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 100,631
Change-100,631 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 100,537
Change-100,537 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 100,170
Change-100,170 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 99,837
Change-99,837 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 99,233
Change-99,233 (-100%)
Value—
Zweig-DiMenna Associates LLC
N/A
Shares— from 98,400
Change-98,400 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 96,674
Change-96,674 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 96,486
Change-96,486 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 94,862
Change-94,862 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 93,654
Change-93,654 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 93,521
Change-93,521 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 93,156
Change-93,156 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 92,483
Change-92,483 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 91,282
Change-91,282 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 91,235
Change-91,235 (-100%)
Value—
Telligent Fund, LP
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 88,680
Change-88,680 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 88,380
Change-88,380 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 87,886
Change-87,886 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 87,433
Change-87,433 (-100%)
Value—
Compound Planning, Inc.
N/A
Shares— from 87,311
Change-87,311 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 85,743
Change-85,743 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 85,000
Change-85,000 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 84,050
Change-84,050 (-100%)
Value—
Icici Prudential Asset Management Co Ltd
N/A
Shares— from 83,116
Change-83,116 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 82,780
Change-82,780 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 80,644
Change-80,644 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 80,280
Change-80,280 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 80,191
Change-80,191 (-100%)
Value—
Morgens Waterfall Vintiadis & Co Inc
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 79,654
Change-79,654 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 78,017
Change-78,017 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 77,323
Change-77,323 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 76,934
Change-76,934 (-100%)
Value—
Cornerstone Advisors, LLC
N/A
Shares— from 76,685
Change-76,685 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 76,426
Change-76,426 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 76,415
Change-76,415 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 76,015
Change-76,015 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 75,711
Change-75,711 (-100%)
Value—
Baillie Gifford & Co
N/A
Shares— from 75,295
Change-75,295 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 73,659
Change-73,659 (-100%)
Value—
EFG International AG
N/A
Shares— from 72,222
Change-72,222 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 72,086
Change-72,086 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 71,387
Change-71,387 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 71,232
Change-71,232 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 71,083
Change-71,083 (-100%)
Value—
William B. Walkup & Associates, Inc.
N/A
Shares— from 71,014
Change-71,014 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 71,006
Change-71,006 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 70,639
Change-70,639 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 70,460
Change-70,460 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 69,878
Change-69,878 (-100%)
Value—
Barrier Capital Management, LLC
N/A
Shares— from 69,444
Change-69,444 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 69,034
Change-69,034 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 68,488
Change-68,488 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 67,696
Change-67,696 (-100%)
Value—
Triglav Investments, D.O.O.
N/A
Shares— from 67,200
Change-67,200 (-100%)
Value—
Stephens Inc
N/A
Shares— from 67,055
Change-67,055 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 66,771
Change-66,771 (-100%)
Value—
Sphera Management Technology Funds Ltd
N/A
Shares— from 66,550
Change-66,550 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 65,933
Change-65,933 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 65,668
Change-65,668 (-100%)
Value—
Central Trust Co
N/A
Shares— from 65,557
Change-65,557 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 65,395
Change-65,395 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 65,045
Change-65,045 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 63,961
Change-63,961 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 63,765
Change-63,765 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 63,471
Change-63,471 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 63,361
Change-63,361 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 63,028
Change-63,028 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 62,374
Change-62,374 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 62,288
Change-62,288 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 62,252
Change-62,252 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 61,877
Change-61,877 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 61,686
Change-61,686 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 61,560
Change-61,560 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 61,472
Change-61,472 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 61,301
Change-61,301 (-100%)
Value—
Florida Trust Wealth Management Co
N/A
Shares— from 61,281
Change-61,281 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 59,314
Change-59,314 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 59,307
Change-59,307 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 58,530
Change-58,530 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 58,514
Change-58,514 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 57,917
Change-57,917 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 57,743
Change-57,743 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 57,638
Change-57,638 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 57,142
Change-57,142 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 56,554
Change-56,554 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 55,837
Change-55,837 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 55,704
Change-55,704 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 54,482
Change-54,482 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 53,944
Change-53,944 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 53,776
Change-53,776 (-100%)
Value—
Niles Investment Management, LLC
N/A
Shares— from 53,695
Change-53,695 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 53,679
Change-53,679 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 53,502
Change-53,502 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 53,325
Change-53,325 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 52,261
Change-52,261 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 51,878
Change-51,878 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 51,673
Change-51,673 (-100%)
Value—
Polymer Capital Management (HK) LTD
N/A
Shares— from 51,594
Change-51,594 (-100%)
Value—
Joel Isaacson & Co., LLC
N/A
Shares— from 51,581
Change-51,581 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 51,339
Change-51,339 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 51,146
Change-51,146 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 50,632
Change-50,632 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 50,547
Change-50,547 (-100%)
Value—
M37 Management LP
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Vaughan David Investments LLC
N/A
Shares— from 49,602
Change-49,602 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 49,385
Change-49,385 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 49,181
Change-49,181 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 49,160
Change-49,160 (-100%)
Value—
Albar Capital Partners LLP
N/A
Shares— from 48,962
Change-48,962 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 48,685
Change-48,685 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 48,620
Change-48,620 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 47,968
Change-47,968 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 47,959
Change-47,959 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 47,725
Change-47,725 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 47,421
Change-47,421 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 47,252
Change-47,252 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 46,880
Change-46,880 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 46,817
Change-46,817 (-100%)
Value—
Point Break Capital Management, LLC
N/A
Shares— from 46,666
Change-46,666 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 46,535
Change-46,535 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 46,462
Change-46,462 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 45,929
Change-45,929 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 45,811
Change-45,811 (-100%)
Value—
Insight Holdings Group, LLC
N/A
Shares— from 45,605
Change-45,605 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 45,310
Change-45,310 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 44,822
Change-44,822 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 44,748
Change-44,748 (-100%)
Value—
King Luther Capital Management Corp
N/A
Shares— from 44,620
Change-44,620 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 44,515
Change-44,515 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 44,459
Change-44,459 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 44,419
Change-44,419 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 44,337
Change-44,337 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 44,233
Change-44,233 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 44,164
Change-44,164 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 43,266
Change-43,266 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 43,215
Change-43,215 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 42,983
Change-42,983 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 42,601
Change-42,601 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 41,796
Change-41,796 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 40,850
Change-40,850 (-100%)
Value—
Pavion Blue Capital, LLC
N/A
Shares— from 40,249
Change-40,249 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 39,879
Change-39,879 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 39,794
Change-39,794 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 39,641
Change-39,641 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 39,310
Change-39,310 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 39,134
Change-39,134 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 39,132
Change-39,132 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 38,941
Change-38,941 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 38,912
Change-38,912 (-100%)
Value—
Allianz SE
N/A
Shares— from 38,276
Change-38,276 (-100%)
Value—
KR Capital LP
N/A
Shares— from 38,276
Change-38,276 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 38,256
Change-38,256 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 38,160
Change-38,160 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 37,778
Change-37,778 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 37,258
Change-37,258 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 37,134
Change-37,134 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 36,676
Change-36,676 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 35,607
Change-35,607 (-100%)
Value—
Keystone Investors PTE LTD
N/A
Shares— from 35,300
Change-35,300 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 35,252
Change-35,252 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 35,096
Change-35,096 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 35,059
Change-35,059 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 34,919
Change-34,919 (-100%)
Value—
Hidden Lake Asset Management LP
N/A
Shares— from 34,918
Change-34,918 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 34,867
Change-34,867 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 34,510
Change-34,510 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 34,456
Change-34,456 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 34,247
Change-34,247 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 33,997
Change-33,997 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 33,666
Change-33,666 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 33,634
Change-33,634 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 33,445
Change-33,445 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 33,371
Change-33,371 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 33,234
Change-33,234 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 33,198
Change-33,198 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 32,998
Change-32,998 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 32,683
Change-32,683 (-100%)
Value—
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 32,427
Change-32,427 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 32,371
Change-32,371 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 32,368
Change-32,368 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 31,633
Change-31,633 (-100%)
Value—
Nwam LLC
N/A
Shares— from 31,589
Change-31,589 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 31,478
Change-31,478 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 31,424
Change-31,424 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 31,413
Change-31,413 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 31,337
Change-31,337 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 31,232
Change-31,232 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 31,076
Change-31,076 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 31,048
Change-31,048 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 30,951
Change-30,951 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 30,897
Change-30,897 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 30,892
Change-30,892 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 30,728
Change-30,728 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 30,663
Change-30,663 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 30,639
Change-30,639 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 30,510
Change-30,510 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 30,438
Change-30,438 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 30,137
Change-30,137 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 29,958
Change-29,958 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 29,617
Change-29,617 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 29,461
Change-29,461 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 29,459
Change-29,459 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 29,342
Change-29,342 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 29,272
Change-29,272 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 29,075
Change-29,075 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 28,942
Change-28,942 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 28,876
Change-28,876 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 28,819
Change-28,819 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 28,815
Change-28,815 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 28,809
Change-28,809 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 28,506
Change-28,506 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 28,335
Change-28,335 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 27,766
Change-27,766 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 27,717
Change-27,717 (-100%)
Value—
New Paradigm Capital Management, LLC
N/A
Shares— from 27,500
Change-27,500 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 27,240
Change-27,240 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 27,156
Change-27,156 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 27,121
Change-27,121 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 26,873
Change-26,873 (-100%)
Value—
Optas, LLC
N/A
Shares— from 26,664
Change-26,664 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 26,643
Change-26,643 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 26,624
Change-26,624 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 26,464
Change-26,464 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 26,458
Change-26,458 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 26,450
Change-26,450 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 26,443
Change-26,443 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 26,259
Change-26,259 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 26,189
Change-26,189 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 26,172
Change-26,172 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 26,097
Change-26,097 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 26,007
Change-26,007 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 25,508
Change-25,508 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 25,334
Change-25,334 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 25,323
Change-25,323 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 25,247
Change-25,247 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 25,222
Change-25,222 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 24,859
Change-24,859 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 24,556
Change-24,556 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 24,507
Change-24,507 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 24,410
Change-24,410 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 24,154
Change-24,154 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 24,097
Change-24,097 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 24,014
Change-24,014 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 24,002
Change-24,002 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 23,960
Change-23,960 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 23,837
Change-23,837 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 23,800
Change-23,800 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 23,780
Change-23,780 (-100%)
Value—
Nations Financial Group Inc,
N/A
Shares— from 23,733
Change-23,733 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 23,686
Change-23,686 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 23,444
Change-23,444 (-100%)
Value—
S-Bank Fund Management Ltd
N/A
Shares— from 23,011
Change-23,011 (-100%)
Value—
Oaktop Capital Management II, L.P.
N/A
Shares— from 23,010
Change-23,010 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 22,874
Change-22,874 (-100%)
Value—
BNP Paribas
N/A
Shares— from 22,789
Change-22,789 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 22,669
Change-22,669 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 22,524
Change-22,524 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 22,494
Change-22,494 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 22,350
Change-22,350 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 22,222
Change-22,222 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 21,960
Change-21,960 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 21,896
Change-21,896 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 21,865
Change-21,865 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 21,859
Change-21,859 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 21,859
Change-21,859 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 21,586
Change-21,586 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 21,466
Change-21,466 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 21,464
Change-21,464 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 21,452
Change-21,452 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 21,320
Change-21,320 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 21,261
Change-21,261 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 21,239
Change-21,239 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 21,125
Change-21,125 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 20,824
Change-20,824 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 20,780
Change-20,780 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 20,765
Change-20,765 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 20,759
Change-20,759 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 20,681
Change-20,681 (-100%)
Value—
Legacy Trust
N/A
Shares— from 20,462
Change-20,462 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 20,418
Change-20,418 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 20,390
Change-20,390 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 20,131
Change-20,131 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 20,123
Change-20,123 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 19,929
Change-19,929 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 19,901
Change-19,901 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 19,898
Change-19,898 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 19,868
Change-19,868 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 19,840
Change-19,840 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 19,774
Change-19,774 (-100%)
Value—
Figure 8 Investment Strategies LLC
N/A
Shares— from 19,752
Change-19,752 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 19,747
Change-19,747 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 19,579
Change-19,579 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 19,551
Change-19,551 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 19,543
Change-19,543 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 19,485
Change-19,485 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 19,484
Change-19,484 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 19,475
Change-19,475 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 19,421
Change-19,421 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 19,400
Change-19,400 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 19,316
Change-19,316 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 19,259
Change-19,259 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 19,136
Change-19,136 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 19,015
Change-19,015 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 18,770
Change-18,770 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 18,770
Change-18,770 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 18,549
Change-18,549 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 18,399
Change-18,399 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 18,337
Change-18,337 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 18,320
Change-18,320 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 18,252
Change-18,252 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 17,974
Change-17,974 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 17,967
Change-17,967 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 17,900
Change-17,900 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 17,816
Change-17,816 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 17,796
Change-17,796 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 17,760
Change-17,760 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 17,705
Change-17,705 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 17,632
Change-17,632 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 17,598
Change-17,598 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 17,577
Change-17,577 (-100%)
Value—
Nutshell Asset Management Ltd
N/A
Shares— from 17,460
Change-17,460 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 17,446
Change-17,446 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 17,359
Change-17,359 (-100%)
Value—
Josh Arnold Investment Consultant, LLC
N/A
Shares— from 17,325
Change-17,325 (-100%)
Value—
Thompson Siegel & Walmsley LLC
N/A
Shares— from 17,255
Change-17,255 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 17,139
Change-17,139 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 17,027
Change-17,027 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 16,871
Change-16,871 (-100%)
Value—
Unifi Asset Management LP
N/A
Shares— from 16,842
Change-16,842 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 16,765
Change-16,765 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 16,689
Change-16,689 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 16,571
Change-16,571 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 16,527
Change-16,527 (-100%)
Value—
Cramer Rosenthal Mcglynn LLC
N/A
Shares— from 16,512
Change-16,512 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 16,453
Change-16,453 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 16,345
Change-16,345 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 16,310
Change-16,310 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 16,163
Change-16,163 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 16,055
Change-16,055 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 16,015
Change-16,015 (-100%)
Value—
CFM Wealth Partners LLC
N/A
Shares— from 15,834
Change-15,834 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 15,814
Change-15,814 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 15,594
Change-15,594 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 15,511
Change-15,511 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 15,504
Change-15,504 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 15,456
Change-15,456 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 15,412
Change-15,412 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 15,300
Change-15,300 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 15,293
Change-15,293 (-100%)
Value—
S&T Bank
N/A
Shares— from 15,263
Change-15,263 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 15,249
Change-15,249 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 15,228
Change-15,228 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 15,205
Change-15,205 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 15,155
Change-15,155 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 15,090
Change-15,090 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 15,072
Change-15,072 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,023
Change-15,023 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Polianta Ltd
N/A
Shares— from 14,900
Change-14,900 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 14,830
Change-14,830 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 14,798
Change-14,798 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 14,743
Change-14,743 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 14,655
Change-14,655 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 14,650
Change-14,650 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 14,597
Change-14,597 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 14,593
Change-14,593 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 14,536
Change-14,536 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 14,533
Change-14,533 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 14,514
Change-14,514 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 14,385
Change-14,385 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 14,308
Change-14,308 (-100%)
Value—
Hhlr Advisors, Ltd.
N/A
Shares— from 14,300
Change-14,300 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 14,280
Change-14,280 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 14,177
Change-14,177 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 14,153
Change-14,153 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 14,132
Change-14,132 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 14,047
Change-14,047 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 13,902
Change-13,902 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 13,900
Change-13,900 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 13,892
Change-13,892 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 13,831
Change-13,831 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 13,709
Change-13,709 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 13,685
Change-13,685 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 13,655
Change-13,655 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 13,621
Change-13,621 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 13,589
Change-13,589 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 13,489
Change-13,489 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 13,458
Change-13,458 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 13,449
Change-13,449 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 13,356
Change-13,356 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 13,327
Change-13,327 (-100%)
Value—
Paradigm Asset Management Co LLC
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 13,279
Change-13,279 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 13,258
Change-13,258 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 13,202
Change-13,202 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 13,183
Change-13,183 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 13,177
Change-13,177 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 13,170
Change-13,170 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 13,158
Change-13,158 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 13,116
Change-13,116 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 13,113
Change-13,113 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
FirstWave Capital Management LLC
N/A
Shares— from 12,950
Change-12,950 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 12,946
Change-12,946 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 12,869
Change-12,869 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 12,838
Change-12,838 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 12,724
Change-12,724 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 12,718
Change-12,718 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 12,717
Change-12,717 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 12,690
Change-12,690 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 12,630
Change-12,630 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 12,580
Change-12,580 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 12,537
Change-12,537 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 12,438
Change-12,438 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 12,434
Change-12,434 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 12,431
Change-12,431 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 12,415
Change-12,415 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 12,375
Change-12,375 (-100%)
Value—
Terril Brothers, Inc.
N/A
Shares— from 12,345
Change-12,345 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 12,299
Change-12,299 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 12,293
Change-12,293 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 12,251
Change-12,251 (-100%)
Value—
Aspen Investment Management Inc
N/A
Shares— from 12,214
Change-12,214 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 12,149
Change-12,149 (-100%)
Value—
Univest Financial Corp
N/A
Shares— from 12,100
Change-12,100 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 12,060
Change-12,060 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 11,997
Change-11,997 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 11,884
Change-11,884 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 11,815
Change-11,815 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 11,770
Change-11,770 (-100%)
Value—
S&CO Inc
N/A
Shares— from 11,734
Change-11,734 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 11,731
Change-11,731 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 11,721
Change-11,721 (-100%)
Value—
Betterment LLC
N/A
Shares— from 11,676
Change-11,676 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 11,580
Change-11,580 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 11,446
Change-11,446 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 11,396
Change-11,396 (-100%)
Value—
Avenir Corp
N/A
Shares— from 11,393
Change-11,393 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 11,379
Change-11,379 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 11,367
Change-11,367 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 11,353
Change-11,353 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 11,288
Change-11,288 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 11,239
Change-11,239 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 11,236
Change-11,236 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 11,121
Change-11,121 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 11,041
Change-11,041 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 11,027
Change-11,027 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 11,019
Change-11,019 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 10,920
Change-10,920 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 10,849
Change-10,849 (-100%)
Value—
United Bank
N/A
Shares— from 10,788
Change-10,788 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 10,683
Change-10,683 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 10,615
Change-10,615 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 10,553
Change-10,553 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 10,492
Change-10,492 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 10,450
Change-10,450 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 10,443
Change-10,443 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 10,427
Change-10,427 (-100%)
Value—
X Advisors, LLC
N/A
Shares— from 10,374
Change-10,374 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 10,336
Change-10,336 (-100%)
Value—
Anatole Investment Management Ltd
N/A
Shares— from 10,312
Change-10,312 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 10,167
Change-10,167 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 10,132
Change-10,132 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 10,128
Change-10,128 (-100%)
Value—
Simmons Bank
N/A
Shares— from 10,090
Change-10,090 (-100%)
Value—
Bank OZK
N/A
Shares— from 9,979
Change-9,979 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 9,962
Change-9,962 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 9,945
Change-9,945 (-100%)
Value—
VAN Strum & Towne Inc.
N/A
Shares— from 9,913
Change-9,913 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 9,863
Change-9,863 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 9,827
Change-9,827 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 9,813
Change-9,813 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 9,791
Change-9,791 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 9,784
Change-9,784 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 9,641
Change-9,641 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 9,580
Change-9,580 (-100%)
Value—
Mirova
N/A
Shares— from 9,574
Change-9,574 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 9,542
Change-9,542 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 9,492
Change-9,492 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 9,462
Change-9,462 (-100%)
Value—
Bourne Lent Asset Management Inc
N/A
Shares— from 9,445
Change-9,445 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 9,316
Change-9,316 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 9,212
Change-9,212 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 9,211
Change-9,211 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 9,191
Change-9,191 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 9,171
Change-9,171 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 9,100
Change-9,100 (-100%)
Value—
FCA Corp
N/A
Shares— from 9,085
Change-9,085 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 9,070
Change-9,070 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 9,065
Change-9,065 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 9,035
Change-9,035 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 9,025
Change-9,025 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 9,014
Change-9,014 (-100%)
Value—
Ovata Capital Management Ltd
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 8,991
Change-8,991 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 8,974
Change-8,974 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 8,931
Change-8,931 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 8,931
Change-8,931 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 8,921
Change-8,921 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 8,906
Change-8,906 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 8,871
Change-8,871 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 8,827
Change-8,827 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 8,793
Change-8,793 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 8,748
Change-8,748 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 8,698
Change-8,698 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 8,693
Change-8,693 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 8,685
Change-8,685 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 8,627
Change-8,627 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 8,587
Change-8,587 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 8,586
Change-8,586 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 8,571
Change-8,571 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 8,487
Change-8,487 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 8,410
Change-8,410 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 8,403
Change-8,403 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 8,365
Change-8,365 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 8,347
Change-8,347 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 8,280
Change-8,280 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 8,272
Change-8,272 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 8,259
Change-8,259 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 8,251
Change-8,251 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 8,250
Change-8,250 (-100%)
Value—
EWA, LLC
N/A
Shares— from 8,236
Change-8,236 (-100%)
Value—
Potrero Capital Research LLC
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 8,179
Change-8,179 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 8,178
Change-8,178 (-100%)
Value—
Odyssean, LLC
N/A
Shares— from 8,174
Change-8,174 (-100%)
Value—
TritonPoint Partners, LLC
N/A
Shares— from 8,159
Change-8,159 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 8,103
Change-8,103 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 8,098
Change-8,098 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 8,012
Change-8,012 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 7,993
Change-7,993 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 7,968
Change-7,968 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,904
Change-7,904 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 7,787
Change-7,787 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 7,785
Change-7,785 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 7,721
Change-7,721 (-100%)
Value—
Hoya Capital Real Estate, LLC
N/A
Shares— from 7,712
Change-7,712 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 7,697
Change-7,697 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 7,684
Change-7,684 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 7,647
Change-7,647 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 7,607
Change-7,607 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 7,578
Change-7,578 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 7,541
Change-7,541 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 7,488
Change-7,488 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 7,480
Change-7,480 (-100%)
Value—
Members Trust Co
N/A
Shares— from 7,461
Change-7,461 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 7,445
Change-7,445 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 7,437
Change-7,437 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 7,416
Change-7,416 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 7,411
Change-7,411 (-100%)
Value—
Allegheny Financial Group
N/A
Shares— from 7,369
Change-7,369 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 7,358
Change-7,358 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 7,350
Change-7,350 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 7,342
Change-7,342 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 7,289
Change-7,289 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 7,238
Change-7,238 (-100%)
Value—
Summitry LLC
N/A
Shares— from 7,221
Change-7,221 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 7,165
Change-7,165 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 7,157
Change-7,157 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 7,150
Change-7,150 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 7,144
Change-7,144 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 7,092
Change-7,092 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 7,072
Change-7,072 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 7,050
Change-7,050 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 7,004
Change-7,004 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 7,001
Change-7,001 (-100%)
Value—
Cherokee Insurance Co
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 6,970
Change-6,970 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 6,930
Change-6,930 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 6,862
Change-6,862 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 6,852
Change-6,852 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 6,838
Change-6,838 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 6,831
Change-6,831 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 6,807
Change-6,807 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 6,790
Change-6,790 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 6,784
Change-6,784 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 6,756
Change-6,756 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 6,713
Change-6,713 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 6,612
Change-6,612 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 6,580
Change-6,580 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 6,566
Change-6,566 (-100%)
Value—
CMT Capital Markets Trading GmbH
N/A
Shares— from 6,564
Change-6,564 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 6,511
Change-6,511 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 6,490
Change-6,490 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 6,487
Change-6,487 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 6,468
Change-6,468 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 6,449
Change-6,449 (-100%)
Value—
R Squared Ltd
N/A
Shares— from 6,439
Change-6,439 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 6,428
Change-6,428 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 6,423
Change-6,423 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 6,415
Change-6,415 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 6,366
Change-6,366 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 6,353
Change-6,353 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 6,349
Change-6,349 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 6,347
Change-6,347 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 6,340
Change-6,340 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 6,325
Change-6,325 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 6,320
Change-6,320 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 6,288
Change-6,288 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 6,262
Change-6,262 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 6,253
Change-6,253 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 6,242
Change-6,242 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 6,220
Change-6,220 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 6,208
Change-6,208 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 6,165
Change-6,165 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 6,145
Change-6,145 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 6,135
Change-6,135 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 6,118
Change-6,118 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 6,069
Change-6,069 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 6,032
Change-6,032 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 6,023
Change-6,023 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 5,991
Change-5,991 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 5,987
Change-5,987 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 5,969
Change-5,969 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 5,946
Change-5,946 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 5,902
Change-5,902 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,849
Change-5,849 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 5,798
Change-5,798 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 5,798
Change-5,798 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 5,756
Change-5,756 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 5,732
Change-5,732 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 5,720
Change-5,720 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 5,719
Change-5,719 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
Poinciana Advisors Group, LLC
N/A
Shares— from 5,706
Change-5,706 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 5,704
Change-5,704 (-100%)
Value—
Algebris (UK) LTD
N/A
Shares— from 5,702
Change-5,702 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 5,680
Change-5,680 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 5,670
Change-5,670 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 5,660
Change-5,660 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 5,643
Change-5,643 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 5,636
Change-5,636 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 5,586
Change-5,586 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,571
Change-5,571 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 5,567
Change-5,567 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 5,551
Change-5,551 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 5,499
Change-5,499 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 5,494
Change-5,494 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 5,484
Change-5,484 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 5,457
Change-5,457 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 5,424
Change-5,424 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 5,404
Change-5,404 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 5,398
Change-5,398 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 5,357
Change-5,357 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 5,356
Change-5,356 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 5,352
Change-5,352 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 5,346
Change-5,346 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 5,310
Change-5,310 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 5,186
Change-5,186 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,169
Change-5,169 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 5,158
Change-5,158 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 5,112
Change-5,112 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Capital & Planning, LLC
N/A
Shares— from 5,075
Change-5,075 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 5,066
Change-5,066 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 5,063
Change-5,063 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 5,057
Change-5,057 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 5,024
Change-5,024 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 4,995
Change-4,995 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 4,931
Change-4,931 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 4,885
Change-4,885 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 4,878
Change-4,878 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 4,816
Change-4,816 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 4,774
Change-4,774 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 4,759
Change-4,759 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,748
Change-4,748 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,742
Change-4,742 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 4,742
Change-4,742 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 4,726
Change-4,726 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 4,722
Change-4,722 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 4,707
Change-4,707 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 4,674
Change-4,674 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 4,674
Change-4,674 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 4,648
Change-4,648 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 4,623
Change-4,623 (-100%)
Value—
SPX Gestao de Recursos Ltda
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 4,547
Change-4,547 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,542
Change-4,542 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 4,524
Change-4,524 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,499
Change-4,499 (-100%)
Value—
Eurizon SLJ Capital Ltd
N/A
Shares— from 4,486
Change-4,486 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 4,448
Change-4,448 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 4,422
Change-4,422 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 4,389
Change-4,389 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 4,386
Change-4,386 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 4,334
Change-4,334 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 4,323
Change-4,323 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 4,315
Change-4,315 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 4,271
Change-4,271 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 4,238
Change-4,238 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 4,237
Change-4,237 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 4,218
Change-4,218 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,207
Change-4,207 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 4,172
Change-4,172 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4,167
Change-4,167 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 4,161
Change-4,161 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 4,152
Change-4,152 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 4,146
Change-4,146 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
CNB Bank
N/A
Shares— from 4,039
Change-4,039 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 4,030
Change-4,030 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 4,012
Change-4,012 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 4,010
Change-4,010 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 4,003
Change-4,003 (-100%)
Value—
Oasis Management Co Ltd.A
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 3,989
Change-3,989 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 3,968
Change-3,968 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 3,946
Change-3,946 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 3,937
Change-3,937 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 3,911
Change-3,911 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 3,909
Change-3,909 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 3,908
Change-3,908 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 3,903
Change-3,903 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 3,895
Change-3,895 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 3,891
Change-3,891 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Littlejohn Financial Services, Inc.
N/A
Shares— from 3,853
Change-3,853 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 3,765
Change-3,765 (-100%)
Value—
Naples Global Advisors, LLC
N/A
Shares— from 3,757
Change-3,757 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 3,707
Change-3,707 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 3,705
Change-3,705 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 3,693
Change-3,693 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 3,665
Change-3,665 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 3,625
Change-3,625 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 3,607
Change-3,607 (-100%)
Value—
NBH Bank
N/A
Shares— from 3,605
Change-3,605 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 3,590
Change-3,590 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 3,585
Change-3,585 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 3,576
Change-3,576 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 3,567
Change-3,567 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 3,557
Change-3,557 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 3,552
Change-3,552 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 3,532
Change-3,532 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,530
Change-3,530 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 3,502
Change-3,502 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 3,494
Change-3,494 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 3,486
Change-3,486 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 3,443
Change-3,443 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 3,441
Change-3,441 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 3,435
Change-3,435 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 3,402
Change-3,402 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 3,393
Change-3,393 (-100%)
Value—
Invst, LLC
N/A
Shares— from 3,379
Change-3,379 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 3,364
Change-3,364 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 3,351
Change-3,351 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 3,332
Change-3,332 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 3,235
Change-3,235 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 3,225
Change-3,225 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
Calydon Capital
N/A
Shares— from 3,207
Change-3,207 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 3,207
Change-3,207 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 3,199
Change-3,199 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 3,182
Change-3,182 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 3,153
Change-3,153 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Lombard Odier Asset Management (USA) Corp
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
United Bank
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
Peachtree Investment Partners, LLC
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 3,040
Change-3,040 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 3,012
Change-3,012 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 3,009
Change-3,009 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
Feynman Point Asset Management LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 2,971
Change-2,971 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 2,964
Change-2,964 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 2,946
Change-2,946 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
III Capital Management
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,883
Change-2,883 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 2,864
Change-2,864 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 2,811
Change-2,811 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 2,787
Change-2,787 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
American Trust
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 2,749
Change-2,749 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 2,748
Change-2,748 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 2,744
Change-2,744 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 2,731
Change-2,731 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 2,729
Change-2,729 (-100%)
Value—
Sunbeam Capital Management, LLC
N/A
Shares— from 2,723
Change-2,723 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
PCG Asset Management, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 2,648
Change-2,648 (-100%)
Value—
Markin Volterra Fund LP
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
Advisor Resource Council
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 2,636
Change-2,636 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 2,604
Change-2,604 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 2,604
Change-2,604 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 2,577
Change-2,577 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 2,567
Change-2,567 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 2,504
Change-2,504 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 2,493
Change-2,493 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 2,461
Change-2,461 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
Menlo Advisors LLC
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 2,433
Change-2,433 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 2,426
Change-2,426 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Cabot Wealth Management Inc
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 2,337
Change-2,337 (-100%)
Value—
Warburton Capital Management, LLC
N/A
Shares— from 2,327
Change-2,327 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
Board of Trustees of The Leland Stanford Junior University
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Massachusetts Institute of Technology
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
Oakmont Corp
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 2,249
Change-2,249 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
HBE Wealth Management, LLC
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 2,202
Change-2,202 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Welch Financial Planning, LLC
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,114
Change-2,114 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 2,111
Change-2,111 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
AXA S.A.
N/A
Shares— from 2,103
Change-2,103 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,101
Change-2,101 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Gladstone Capital Management LLP
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 2,016
Change-2,016 (-100%)
Value—
Mandatum Life Insurance Co Ltd
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 2,008
Change-2,008 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Spectrum Planning & Advisory Services Inc.
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 1,993
Change-1,993 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 1,968
Change-1,968 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 1,939
Change-1,939 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,931
Change-1,931 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 1,883
Change-1,883 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 1,879
Change-1,879 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 1,878
Change-1,878 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Trust Co of Kansas
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
Quarry LP
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
Bingham Private Wealth, LLC
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,815
Change-1,815 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,772
Change-1,772 (-100%)
Value—
Acorn Creek Capital LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Endeavor Private Wealth, Inc.
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1,726
Change-1,726 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 1,699
Change-1,699 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 1,667
Change-1,667 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 1,604
Change-1,604 (-100%)
Value—
Ames National Corp
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Smith Partners Wealth Management, LLC
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,586
Change-1,586 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 1,576
Change-1,576 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 1,528
Change-1,528 (-100%)
Value—
Castlefield Investment Partners LLP
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 1,501
Change-1,501 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 1,480
Change-1,480 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,439
Change-1,439 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Centerpoint Advisors, LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
General Pension Society PZU Joint Stock Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 966
Change-966 (-100%)
Value—
Motco
N/A
Shares— from 959
Change-959 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 950
Change-950 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 936
Change-936 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 922
Change-922 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 906
Change-906 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 881
Change-881 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 831
Change-831 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 794
Change-794 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 778
Change-778 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 770
Change-770 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 710
Change-710 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 694
Change-694 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 672
Change-672 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 666
Change-666 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 659
Change-659 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 643
Change-643 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 605
Change-605 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 534
Change-534 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 500
Change-500 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 500
Change-500 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Bayban
N/A
Shares— from 500
Change-500 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 485
Change-485 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 472
Change-472 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Valued Wealth Advisors LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 414
Change-414 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 350
Change-350 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 331
Change-331 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Centennial Bank
N/A
Shares— from 236
Change-236 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 220
Change-220 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 200
Change-200 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 192
Change-192 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 187
Change-187 (-100%)
Value—
ABS Investment Management LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 129
Change-129 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 128
Change-128 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 117
Change-117 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 117
Change-117 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 97
Change-97 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Toews Corp
N/A
Shares— from 37
Change-37 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 14
Change-14 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 11
Change-11 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED30,346,36129,736,485+609,876+2%$4.2B$3.6B-$503.6M2026-11-05
Assenagon Asset Management S.A.
INCREASED30,214,76916,151,467+14,063,302+87%$2.3B$3.6B+$1.4B2026-10-15
Dimensional Fund Advisors LP
DECREASED17,477,88417,669,851-191,967-1%$2.5B$2.1B-$364.8M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED12,666,69311,626,397+1,040,296+9%$1.6B$1.5B-$100.5M2026-11-05
Citigroup Inc
DECREASED12,463,02715,291,750-2,828,723-18%$2.1B$1.5B-$636.8M2026-11-04
Sumitomo Mitsui Trust Group, Inc.
DECREASED10,401,14510,600,700-199,555-2%$1.5B$1.3B-$229.6M2026-10-29
ProShare Advisors LLC
INCREASED6,585,2275,928,257+656,970+11%$827.8M$791.7M-$36.0M2026-10-29
Principal Financial Group Inc
INCREASED6,205,8745,301,170+904,704+17%$740.2M$746.1M+$5.9M2026-11-02
Swedbank AB
INCREASED6,136,1365,624,892+511,244+9%$785.4M$737.7M-$47.7M2026-10-27
Mirae Asset Global Investments Co., Ltd.
INCREASED6,107,0404,658,124+1,448,916+31%$650.4M$734.2M+$83.8M2026-11-03
Neos Investment Management LLC
INCREASED4,349,7333,697,172+652,561+18%$516.2M$523.0M+$6.7M2026-11-04
Robeco Institutional Asset Management B.V.
INCREASED4,282,9773,748,266+534,711+14%$523.4M$514.9M-$8.4M2026-10-20
Temasek Holdings (Private) Ltd
NEW3,684,210—+3,684,210——$443.0M—2026-10-28
New York State Teachers Retirement System
INCREASED3,625,1303,583,226+41,904+1%$500.3M$435.8K-$499.9M2026-10-22
DekaBank Deutsche Girozentrale
INCREASED3,606,2112,841,433+764,778+27%$118.5K$422.0K+$303.6K2026-10-27
KBC Group NV
INCREASED3,468,2742,522,820+945,454+37%$352.3M$417.0K-$351.8M2026-10-22
Pictet Asset Management Holding SA
INCREASED2,923,1242,578,123+345,001+13%$360.0M$351.2M-$8.8M2026-11-03
Daiwa Securities Group Inc.
DECREASED2,603,9433,817,730-1,213,787-32%$533.1M$313.1M-$220.0M2026-10-29
CIBC Asset Management Inc
INCREASED2,567,5772,280,175+287,402+13%$318.4M$308.7M-$9.7M2026-11-05
Asset Management One Co., Ltd.
INCREASED2,164,0072,094,705+69,302+3%$292.5M$260.2M-$32.3M2026-10-27
MacKenzie Financial Corp
INCREASED2,024,5551,519,383+505,172+33%$212.2M$243.4M+$31.3M2026-11-02
Alecta Tjanstepension Omsesidigt
UNCHANGED2,009,6002,009,60000%$280.3M$241.4M-$38.9M2026-11-02
WT Asset Management Ltd
INCREASED1,891,1841,166,919+724,265+62%$162.9M$227.4M+$64.4M2026-10-28
AGF Management LTD
INCREASED1,861,1237,607+1,853,516+24366%$1.1M$223.8M+$222.7M2026-11-03
FengHe Fund Management Pte. Ltd.
NEW1,771,800—+1,771,800——$213.0M—2026-11-02
Cardano Risk Management B.V.
INCREASED1,763,5961,341,703+421,893+31%$187.3K$212.0K+$24.7K2026-10-20
Oriental Harbor Investment Master Fund
DECREASED1,758,1281,849,390-91,262-5%$258.2M$211.4M-$46.9M2026-10-22
Creative Planning
INCREASED1,725,0591,541,526+183,533+12%$215.2M$207.4M-$7.8M2026-11-02
GF Fund Management Co. Ltd.
INCREASED1,715,3191,073,321+641,998+60%$149.9M$206.2M+$56.4M2026-10-26
SEB Asset Management AB
INCREASED1,683,3431,508,396+174,947+12%$210.6M$202.4M-$8.2M2026-11-04
Keybank National Association
DECREASED1,467,6681,483,658-15,990-1%$207.2M$176.5M-$30.7M2026-11-04
Rakuten Investment Management, Inc.
INCREASED1,463,9981,261,023+202,975+16%$166.1M$169.7M+$3.6M2026-10-30
Czech National Bank
INCREASED1,427,6961,344,757+82,939+6%$187.8M$171.7M-$16.1M2026-10-13
State of New Jersey Common Pension Fund D
DECREASED1,420,2801,420,564-2840%$198.4M$170.8M-$27.6M2026-11-05
Strs Ohio
DECREASED1,415,1851,479,628-64,443-4%$206.6M$170.1M-$36.5M2026-10-30
Retirement Systems of Alabama
INCREASED1,400,5351,266,576+133,959+11%$176.9M$168.4M-$8.5M2026-11-04
Vontobel Holding Ltd.
INCREASED1,341,9721,227,252+114,720+9%$171.4M$161.3M-$10.0M2026-10-16
Mn Services Vermogensbeheer B.V.
INCREASED1,293,8481,279,548+14,300+1%$178.7M$155.6K-$178.5M2026-10-08
State of Michigan Retirement System
INCREASED1,248,4531,209,653+38,800+3%$168.9M$150.1M-$18.8M2026-10-27
Arizona State Retirement System
INCREASED1,230,3631,219,079+11,284+1%$170.2M$147.9M-$22.3M2026-11-03
Calamos Advisors LLC
DECREASED1,210,1491,268,305-58,156-5%$177.1M$145.5M-$31.6M2026-11-02
Candriam S.C.A.
INCREASED1,200,085627,783+572,302+91%$87.6M$144.8M+$57.2M2026-11-03
UniSuper Management Pty Ltd
INCREASED1,142,011948,350+193,661+20%$132.4M$137.3M+$4.9M2026-10-26
Swiss Life Asset Management Ltd
INCREASED1,118,956730,604+388,352+53%$102.0M$134.5M+$32.5M2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED1,097,8081,043,501+54,307+5%$145.7M$132.0M-$13.7M2026-11-03
Truist Financial Corp
INCREASED1,063,609675,304+388,305+58%$94.3M$127.9M+$33.6M2026-10-30
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED1,050,6941,111,634-60,940-5%$155.2M$126.3M-$28.9M2026-10-15
Allspring Global Investments Holdings, LLC
INCREASED1,049,167527,393+521,774+99%$67.0M$125.9M+$58.9M2026-11-04
Nisa Investment Advisors, LLC
DECREASED1,042,7621,053,835-11,073-1%$147.1M$125.4M-$21.8M2026-10-20
IFM Investors Pty Ltd
INCREASED1,038,7041,004,380+34,324+3%$140.2M$124.9M-$15.4M2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED988,090724,206+263,884+36%$70.7M$94.0M+$23.3M2026-10-13
Xponance LLC
INCREASED924,247846,607+77,640+9%$118.2M$111.1M-$7.1M2026-11-03
Aegon Asset Management UK PLC
INCREASED918,171785,558+132,613+17%$109.7M$110.4M+$704.2K2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
INCREASED823,661782,422+41,239+5%$109.2M$99.0M-$10.2M2026-10-19
iA Global Asset Management Inc.
INCREASED820,776765,836+54,940+7%$106.9M$98.7M-$8.3M2026-10-29
Commonwealth Equity Services, LLC
DECREASED816,854880,369-63,515-7%$122.9M$98.2M-$24.7M2026-11-02
Parnassus Investments, LLC
DECREASED816,653893,410-76,757-9%$124.7M$98.2M-$26.6M2026-10-22
Amalgamated Bank
INCREASED815,849798,985+16,864+2%$111.6M$98.1K-$111.5M2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED807,367757,759+49,608+7%$105.8M$97.1M-$8.7M2026-10-20
New York Life Investment Management LLC
INCREASED736,601704,143+32,458+5%$98.3M$88.6M-$9.8M2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
INCREASED718,165318,837+399,328+125%$44.5M$86.3K-$44.4M2026-10-22
Gateway Investment Advisers LLC
INCREASED704,773661,245+43,528+7%$92.3M$84.7M-$7.6M2026-10-13
OP Asset Management Ltd
INCREASED692,376522,008+170,368+33%$72.9M$83.2M+$10.4M2026-11-05
Border to Coast Pensions Partnership Ltd
INCREASED670,109608,759+61,350+10%$84.9M$80.4K-$84.9M2026-10-09
Profund Advisors LLC
DECREASED640,309674,183-33,874-5%$94.1M$77.0M-$17.2M2026-10-29
Oregon Public Employees Retirement Fund
INCREASED610,916580,816+30,100+5%$81.1M$73.5M-$7.6M2026-10-30
State of Alaska, Department of Revenue
INCREASED592,941585,164+7,777+1%$81.7M$71.3K-$81.6M2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED586,471579,946+6,525+1%$81.0M$70.5M-$10.5M2026-11-02
J. Safra Sarasin Holding AG
INCREASED586,042571,643+14,399+3%$74.2M$65.9M-$8.2M2026-10-26
Louisiana State Employees Retirement System
INCREASED575,600564,600+11,000+2%$78.8M$69.2M-$9.6M2026-10-20
Dymon Asia Capital (Singapore) Pte. Ltd.
INCREASED572,272240,100+332,172+138%$33.5M$68.8M+$35.3M2026-11-04
Raiffeisen Bank International AG
INCREASED532,718514,755+17,963+3%$67.8M$61.8M-$6.0M2026-10-28
TB Alternative Assets Ltd.
DECREASED529,505586,946-57,441-10%$82.0M$63.7M-$18.3M2026-10-16
Ethic Inc.
INCREASED525,262498,001+27,261+5%$69.5M$63.2M-$6.4M2026-11-03
Kestra Advisory Services, LLC
INCREASED524,525509,140+15,385+3%$71.1M$63.1M-$8.0M2026-11-02
Thrivent Financial for Lutherans
DECREASED524,282633,875-109,593-17%$88.4M$63.0M-$25.4M2026-11-05
SteelPeak Wealth, LLC
DECREASED523,665580,058-56,393-10%$81.0M$63.0M-$18.0M2026-10-16
Achmea Investment Management B.V.
NEW517,785—+517,785——$62.3M—2026-10-30
Yousif Capital Management, LLC
INCREASED517,357516,348+1,009+0%$72.1M$62.2M-$9.9M2026-10-22
Mutual of America Capital Management LLC
INCREASED504,236483,487+20,749+4%$67.5M$60.6M-$6.9M2026-10-23
Roffman Miller Associates Inc
INCREASED502,217391,859+110,358+28%$54.7M$60.4M+$5.7M2026-10-19
Aigh Capital Management LLC
DECREASED500,000623,500-123,500-20%$87.1M$60.1M-$26.9M2026-11-02
Lido Advisors, LLC
INCREASED499,540476,654+22,886+5%$66.6M$60.1M-$6.5M2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
DECREASED475,281508,159-32,878-6%$71.0M$57.1M-$13.8M2026-10-22
Schwartz Investment Counsel Inc
INCREASED469,140408,122+61,018+15%$57.0M$56.4M-$581.4K2026-10-26
ASR Vermogensbeheer N.V.
DECREASED464,576470,596-6,020-1%$65.7M$55.9M-$9.9M2026-10-16
Leonteq Securities AG
DECREASED411,812537,320-125,508-23%$75.0M$49.5M-$25.5M2026-10-29
Heritage Investors Management Corp
DECREASED405,578422,405-16,827-4%$59.0M$48.8M-$10.2M2026-10-29
Locust Wood Capital Advisers, LLC
NEW403,910—+403,910——$48.6M—2026-11-03
Cacti Asset Management LLC
DECREASED393,669394,669-1,0000%$55.1M$45.6M-$9.5M2026-10-01
Ninety One UK Ltd
INCREASED383,051377,810+5,241+1%$52.8M$46.1M-$6.7M2026-10-15
Capstone Capital Management Ltd
NEW375,531—+375,531——$45.2M—2026-10-21
Motley Fool Asset Management LLC
DECREASED365,077371,153-6,076-2%$51.8M$43.9M-$7.9M2026-10-27
Generali Asset Management SPA SGR
INCREASED364,094348,006+16,088+5%$48.6M$43.8M-$4.8M2026-10-26
ABN Amro Investment Solutions
INCREASED359,762270,985+88,777+33%$37.8M$43.3M+$5.4M2026-10-21
Aware Super Pty Ltd as trustee of Aware Super
DECREASED359,545445,028-85,483-19%$62.1M$43.2M-$18.9M2026-10-30
China Universal Asset Management Co., Ltd.
INCREASED350,775267,454+83,321+31%$37.3M$40.9M+$3.5M2026-10-28
Caitong International Asset Management Co., Ltd
INCREASED349,982249,363+100,619+40%$34.8M$42.1M+$7.3M2026-10-29
Virginia Retirement Systems ET Al
DECREASED349,150742,744-393,594-53%$103.7M$42.0M-$61.7M2026-10-28
Gulf International Bank (UK) Ltd
UNCHANGED343,686343,68600%$48.0M$41.3K-$47.9M2026-10-20
Certuity, LLC
DECREASED326,072328,834-2,762-1%$45.9M$39.2M-$6.7M2026-11-02
Meitav Investment House LTD
INCREASED310,687299,213+11,474+4%$41.8M$37.4M-$4.4M2026-10-28
Schaper Benz & Wise Investment Counsel Inc
DECREASED291,561302,157-10,596-4%$42.2M$35.1M-$7.1M2026-10-09
HB Wealth Management, LLC
INCREASED285,064229,844+55,220+24%$32.1M$34.3M+$2.2M2026-10-23
Imc-Chicago, LLC
DECREASED281,4841,054,100-772,616-73%$147.2M$33.8M-$113.3M2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED280,402290,276-9,874-3%$40.5M$33.7M-$6.8M2026-10-22
Consolidated Capital Management, LLC
DECREASED276,976282,864-5,888-2%$39.5M$33.3M-$6.2M2026-10-13
TD Waterhouse Canada Inc.
DECREASED269,560369,989-100,429-27%$47.0M$32.6M-$14.4M2026-10-16
Apollon Wealth Management, LLC
INCREASED267,299255,582+11,717+5%$35.7M$32.1M-$3.5M2026-10-23
Hartford Investment Management Co
INCREASED265,967261,192+4,775+2%$36.5M$32.0M-$4.5M2026-11-04
B. Metzler seel. Sohn & Co. AG
INCREASED250,076247,504+2,572+1%$34.6M$30.1M-$4.5M2026-10-30
Compagnie Lombard Odier SCmA
DECREASED249,484263,954-14,470-5%$36.9M$30.0M-$6.9M2026-11-04
Marathon Strategic Advisors, LLC
DECREASED233,647233,660-130%$32.6M$28.1M-$4.5M2026-10-20
LEE Danner & Bass Inc
DECREASED224,916227,005-2,089-1%$31.7M$27.0M-$4.7M2026-10-27
Midwest Trust Co
INCREASED223,419201,620+21,799+11%$28.2M$26.9M-$1.3M2026-10-22
M&G Plc
DECREASED221,704229,289-7,585-3%$32.1M$26.6M-$5.5M2026-11-04
Crossmark Global Holdings, Inc.
INCREASED220,500215,093+5,407+3%$30.0M$26.5M-$3.5M2026-10-21
Global X Japan Co., Ltd.
INCREASED220,152216,325+3,827+2%$30.2M$26.5M-$3.7M2026-10-21
Farther Finance Advisors, LLC
INCREASED219,204191,897+27,307+14%$26.8M$26.4M-$404.5K2026-10-08
Ag2r LA Mondiale Gestion D'actifs
INCREASED210,871192,749+18,122+9%$26.9M$25.4M-$1.6M2026-10-26
Concurrent Investment Advisors, LLC
INCREASED209,522116,278+93,244+80%$16.2M$25.2M+$9.0M2026-10-16
SBI Securities Co., Ltd.
INCREASED208,936205,439+3,497+2%$28.7M$25.1M-$3.6M2026-10-22
Brighton Jones LLC
INCREASED200,984192,202+8,782+5%$26.8M$24.2M-$2.7M2026-11-03
Park Avenue Securities LLC
DECREASED197,700208,562-10,862-5%$29.1M$23.8M-$5.4M2026-10-26
Carrhae Capital LLP
NEW197,123—+197,123——$23.7M—2026-10-20
AIA Group Ltd
DECREASED194,216195,851-1,635-1%$27.3M$23.4M-$4.0M2026-10-30
Fisher Funds Management LTD
DECREASED183,971193,971-10,000-5%$27.1M$22.1M-$5.0M2026-10-13
First Citizens Bank & Trust Co
INCREASED183,09846,896+136,202+290%$6.5M$22.0M+$15.5M2026-10-14
Westchester Capital Management, Inc.
DECREASED180,154180,439-2850%$25.2M$21.7M-$3.5M2026-10-23
Tokio Marine Asset Management Co LTD
INCREASED169,244168,669+575+0%$23.6M$20.3M-$3.2M2026-10-26
D.A. Davidson & Co.
DECREASED166,848170,855-4,007-2%$23.9M$20.1M-$3.8M2026-10-28
Matthew Goff Investment Advisor, LLC
INCREASED166,533166,004+529+0%$23.2M$20.0M-$3.2M2026-10-13
Kestra Private Wealth Services, LLC
INCREASED165,199146,843+18,356+13%$20.5M$19.9M-$641.7K2026-10-30
Channing Capital Management, LLC
INCREASED165,025128,751+36,274+28%$18.0M$19.8M+$1.9M2026-11-02
Assetmark, Inc
INCREASED164,31288,341+75,971+86%$12.3M$19.8M+$7.4M2026-10-21
Oak Grove Capital LLC
INCREASED162,25045,500+116,750+257%$6.4M$19.5M+$13.2M2026-10-09
Illinois Municipal Retirement Fund
INCREASED162,217132,695+29,522+22%$18.5M$19.5M+$975.1K2026-11-05
Regions Financial Corp
INCREASED160,673138,950+21,723+16%$19.4M$19.3M-$83.9K2026-11-05
Factory Mutual Insurance Co
DECREASED159,900160,000-1000%$22.3M$19.2M-$3.1M2026-10-30
E. Ohman J:or Asset Management AB
INCREASED158,305155,005+3,300+2%$21.6M$19.0M-$2.6M2026-10-22
PKO Investment Management Joint-Stock Co
DECREASED154,000162,000-8,000-5%$22.6M$18.5M-$4.1M2026-10-19
CenterBook Partners LP
INCREASED153,51410,357+143,157+1382%$1.4M$18.5M+$17.0M2026-11-02
Vise Technologies, Inc.
INCREASED152,269113,613+38,656+34%$15.9M$18.3M+$2.4M2026-10-29
Maytree Asset Management Ltd
INCREASED151,192107,539+43,653+41%$15.0M$18.2M+$3.2M2026-10-29
Oppenheimer & Co Inc
INCREASED146,211120,060+26,151+22%$16.8M$17.6M+$815.0K2026-10-26
Adams Diversified Equity Fund, Inc.
UNCHANGED145,900145,90000%$20.4M$17.5M-$2.8M2026-10-21
Exchange Traded Concepts, LLC
DECREASED145,432224,646-79,214-35%$31.4M$17.5M-$13.9M2026-10-28
Premier Fund Managers Ltd
NEW142,813—+142,813——$16.6K—2026-11-02
Anchor Capital Advisors LLC
DECREASED142,025233,195-91,170-39%$32.6M$17.1M-$15.5M2026-11-05
Vestor Capital, LLC
INCREASED140,0475,636+134,411+2385%$100$18.8K+$18.7K2026-11-04
North Dakota State Investment Board
INCREASED139,939129,279+10,660+8%$18.1M$16.8M-$1.2M2026-10-27
Y.D. More Investments Ltd
INCREASED139,895120,218+19,677+16%$16.8M$16.7M-$39.9K2026-11-02
Kintegral Advisory, LLC
INCREASED138,329137,548+781+1%$19.2M$16.6M-$2.6M2026-10-16
Capital Investment Advisors, LLC
DECREASED138,321144,313-5,992-4%$20.2M$16.6M-$3.5M2026-10-22
Welch & Forbes LLC
DECREASED138,114139,049-935-1%$19.4M$16.6M-$2.8M2026-11-04
Nippon Life Global Investors Americas, Inc.
NEW134,510—+134,510——$16.2M—2026-10-29
Choreo, LLC
INCREASED130,801129,387+1,414+1%$18.1M$15.7M-$2.3M2026-10-28
Foundation Resource Management Inc
DECREASED130,108133,779-3,671-3%$18.7M$15.6M-$3.0M2026-10-19
Teamwork Financial Advisors, LLC
NEW129,502—+129,502——$15.6M—2026-10-19
Bokf, NA
INCREASED127,608124,224+3,384+3%$17.3M$15.3M-$2.0M2026-10-27
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED126,938126,93800%$17.7M$17.7M$02026-10-15
Prime Capital Investment Advisors, LLC
INCREASED126,48799,864+26,623+27%$13.9M$15.2M+$1.3M2026-10-20
Baugh & Associates, LLC
INCREASED125,464118,750+6,714+6%$16.6M$13.7M-$2.9M2026-10-16
Bochk Asset Management Ltd
INCREASED125,00095,050+29,950+32%$13.3M$15.0M+$1.8M2026-10-29
Philip James Wealth Mangement, LLC
DECREASED124,300163,366-39,066-24%$22.8M$14.9M-$7.9M2026-10-27
GFS Advisors, LLC
INCREASED123,157120,681+2,476+2%$8.6K$14.8M+$14.8M2026-11-03
Plato Investment Management Ltd
INCREASED122,142117,493+4,649+4%$16.3M$14.7M-$1.6M2026-11-05
Howard Capital Management, LLC
DECREASED121,840121,906-660%$17.0M$14.6M-$2.4M2026-10-16
Mission Wealth Management, LP
DECREASED121,419144,658-23,239-16%$20.2M$14.6M-$5.6M2026-10-15
Wesbanco Bank Inc
DECREASED120,368120,864-4960%$16.9M$14.5M-$2.4M2026-11-04
Gamma Investing LLC
INCREASED119,474113,634+5,840+5%$15.9M$14.4M-$1.5M2026-10-08
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED119,392136,692-17,300-13%$19.1M$14.4M-$4.7M2026-10-21
Citizens Financial Group Inc
INCREASED118,30596,851+21,454+22%$13.5M$14.2M+$700.5K2026-10-23
Quadrant Capital Group LLC
INCREASED117,058111,992+5,066+5%$15.6M$12.0M-$3.6M2026-10-20
OpenArc Corporate Advisory, LLC
INCREASED115,61351,438+64,175+125%$7.2M$13.9M+$6.7M2026-10-21
Cohen Klingenstein LLC
DECREASED115,520115,700-1800%$16.2M$13.9M-$2.3M2026-10-15
Spire Wealth Management
DECREASED112,974126,386-13,412-11%$17.6M$13.6M-$4.0M2026-10-30
Americana Partners, LLC
INCREASED111,56379,826+31,737+40%$11.1M$13.4M+$2.3M2026-10-28
NorthCrest Asset Manangement, LLC
INCREASED110,47578,759+31,716+40%$8.9M$11.8M+$3.0M2026-10-13
FFG Partners, LLC
INCREASED108,84684,093+24,753+29%$11.7M$13.1M+$1.3M2026-10-15
Praxis Investment Management Inc
INCREASED105,97388,826+17,147+19%$12.4M$12.7M+$338.0K2026-11-03
Daymark Wealth Partners, LLC
INCREASED104,79999,092+5,707+6%$13.8M$12.6M-$1.2M2026-11-04
Fideuram Asset Management (Ireland) dac
DECREASED103,878153,429-49,551-32%$18.6M$11.0M-$7.7M2026-10-29
Jamison Private Wealth Management, Inc.
INCREASED103,432103,421+11+0%$14.4M$12.4M-$2.0M2026-10-14
Argyle Capital Management, LLC
DECREASED102,325102,925-600-1%$14.4M$12.3M-$2.1M2026-10-28
HUB Investment Partners, LLC
INCREASED102,17569,505+32,670+47%$9.7M$12.3M+$2.6M2026-11-03
WealthPlan Investment Management, LLC
DECREASED101,479102,069-590-1%$14.3M$12.2M-$2.1M2026-10-15
Mirador Capital Partners LP
DECREASED101,051101,157-1060%$14.1M$12.1M-$2.0M2026-10-09
Prospera Financial Services Inc
DECREASED100,904264,972-164,068-62%$37.0M$6.6M-$30.4M2026-11-04
CoreCap Advisors, LLC
INCREASED100,75286,910+13,842+16%$12.1M$12.1M-$21.9K2026-10-08
Kurv Investment Management LLC
INCREASED100,13193,235+6,896+7%$13.0M$12.0M-$979.7K2026-10-28
Badgley Phelps Wealth Managers, LLC
INCREASED97,21391,830+5,383+6%$12.8M$11.7M-$1.1M2026-10-22
Tema Etfs LLC
INCREASED96,77888,456+8,322+9%$12.4M$11.6M-$715.5K2026-10-16
Harel Insurance Investments & Financial Services Ltd.
DECREASED96,355123,593-27,238-22%$17.0K$11.6M+$11.6M2026-11-02
Decker Retirement Planning Inc.
INCREASED96,088163+95,925+58850%$22.8K$11.6M+$11.5M2026-10-19
Parallel Advisors, LLC
INCREASED95,94195,599+342+0%$13.3M$11.5M-$1.8M2026-11-03
Williams Jones Wealth Management, Llc.
INCREASED95,0386,498+88,540+1363%$907.3K$11.4M+$10.5M2026-11-05
IFP Advisors, Inc
INCREASED94,62690,338+4,288+5%$12.6M$11.4M-$1.2M2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED94,583105,510-10,927-10%$14.7M$11.4M-$3.4M2026-10-27
MGO One Seven LLC
INCREASED94,48072,357+22,123+31%$10.1M$11.4M+$1.3M2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED93,55792,657+900+1%$12.9M$11.2M-$1.7M2026-11-05
Old Port Advisors
DECREASED92,54494,707-2,163-2%$13.2M$11.1M-$2.1M2026-10-23
Calamos Wealth Management LLC
DECREASED91,31898,222-6,904-7%$13.7M$11.0M-$2.7M2026-11-02
Atria Investments, Inc
DECREASED91,162100,295-9,133-9%$14.0M$11.0M-$3.0M2026-10-15
Harbor Island Capital LLC
DECREASED90,645115,051-24,406-21%$16.1M$10.9M-$5.2M2026-10-23
Palisade Asset Management, LLC
DECREASED89,96192,171-2,210-2%$12.9M$10.8M-$2.1M2026-11-03
Investment House LLC
INCREASED89,25210,839+78,413+723%$1.5M$10.7M+$9.2M2026-10-21
Counterpoint Mutual Funds LLC
INCREASED88,78256,132+32,650+58%$7.8M$10.7M+$2.8M2026-10-16
Independent Financial Group, LLC
DECREASED88,72194,371-5,650-6%$13.2M$10.7M-$2.5M2026-10-13
Greenleaf Trust
DECREASED88,69590,036-1,341-1%$12.6M$10.7M-$1.9M2026-10-29
Tctc Holdings, LLC
DECREASED88,14989,221-1,072-1%$12.5M$10.6M-$1.9M2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
DECREASED87,866103,965-16,099-15%$14.4M$10.5M-$3.9M2026-10-29
Acorn Financial Advisory Services Inc
INCREASED87,10867,163+19,945+30%$9.4M$10.5M+$1.1M2026-11-02
Mather Group, Llc.
INCREASED86,71029,480+57,230+194%$4.1M$10.4M+$6.3M2026-10-14
RFG Advisory, LLC
DECREASED86,47089,232-2,762-3%$12.5M$10.4M-$2.1M2026-11-03
Chicago Capital, LLC
INCREASED84,70076,796+7,904+10%$10.7M$10.2M-$539.5K2026-10-13
Oak Thistle LLC
INCREASED82,99951,716+31,283+60%$7.2M$10.0M+$2.8M2026-10-21
Bonness Enterprises Inc
UNCHANGED81,85081,85000%$11.4M$9.8M-$1.6M2026-10-08
Glenview Trust Co
DECREASED81,73381,978-2450%$11.4M$9.8M-$1.6M2026-10-28
Valeo Financial Advisors, LLC
INCREASED81,58581,172+413+1%$11.3M$9.8M-$1.5M2026-10-08
Sentry LLC
DECREASED81,25382,019-766-1%$11.5M$9.8M-$1.7M2026-10-30
Ascent Group, LLC
INCREASED79,90377,879+2,024+3%$10.9M$9.6M-$1.3M2026-10-30
Bouvel Investment Partners, LLC
DECREASED78,704126,137-47,433-38%$17.6M$9.5M-$8.1M2026-10-13
Vest Financial, LLC
DECREASED78,56479,456-892-1%$11.1M$9.4M-$1.6M2026-10-21
BNC Wealth Management, LLC
INCREASED78,39413,298+65,096+490%$1.9M$9.4M+$7.6M2026-10-19
Chicago Partners Investment Group LLC
INCREASED77,94869,757+8,191+12%$7.0M$6.8M-$213.3K2026-10-27
Cullen T Bankers, Inc.
INCREASED77,76675,928+1,838+2%$10.6M$9.3M-$1.3M2026-10-28
Xcel Wealth Management, LLC
INCREASED77,46919,789+57,680+291%$2.8M$9.3M+$6.6M2026-10-26
Wedbush Securities Inc
DECREASED76,67878,647-1,969-2%$11.0M$9.2K-$11.0M2026-10-22
RWQ Financial Management Services, Inc.
INCREASED76,56536,345+40,220+111%$5.1M$9.2M+$4.1M2026-10-19
Brookstone Capital Management
DECREASED75,83788,459-12,622-14%$12.4M$9.1M-$3.2M2026-10-22
Bahl & Gaynor LLC
DECREASED75,69276,095-403-1%$10.6M$9.1M-$1.5M2026-11-05
Signaturefd, LLC
DECREASED75,61477,688-2,074-3%$10.8M$9.1M-$1.8M2026-10-23
Pinnacle Associates LTD
DECREASED75,06975,236-1670%$10.5M$9.0M-$1.5M2026-10-20
Modera Wealth Management, LLC
INCREASED74,02272,570+1,452+2%$10.1M$8.9M-$1.2M2026-10-28
Bdf-Gestion
DECREASED73,77183,126-9,355-11%$2.1M$8.9M+$6.8M2026-10-19
Nichols & Pratt Advisers LLP
DECREASED73,32976,045-2,716-4%$10.6M$8.8M-$1.8M2026-10-13
John G Ullman & Associates Inc
DECREASED71,33673,999-2,663-4%$10.3M$8.6M-$1.8M2026-11-04
First Nebraska Trust Co
DECREASED71,33274,022-2,690-4%$10.3M$8.6M-$1.8M2026-10-30
Axxcess Wealth Management, LLC
DECREASED70,60977,389-6,780-9%$10.8M$8.5M-$2.3M2026-10-21
Monarch Capital Management Inc
DECREASED70,53772,107-1,570-2%$10.1M$8.5M-$1.6M2026-10-19
American State Bank (Iowa)
DECREASED70,48678,985-8,499-11%$11.0M$8.5M-$2.6M2026-11-03
Grimes & Co Wealth Management, LLC
INCREASED69,75567,910+1,845+3%$9.5M$8.4M-$1.1M2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED69,69350,476+19,217+38%$6.6M$8.4M+$1.7M2026-10-13
Bryn Mawr Trust Advisors, LLC
DECREASED69,60369,648-450%$9.7M$8.4M-$1.4M2026-11-04
Petredis Investment Advisors LLC
NEW69,594—+69,594——$8.4M—2026-10-20
Toth Financial Advisory Corp
DECREASED68,80971,194-2,385-3%$9.9M$8.3M-$1.7M2026-10-08
Jericho Financial, LLP
DECREASED68,47968,887-408-1%$9.6M$8.2M-$1.4M2026-10-13
Crestwood Advisors Group, LLC
INCREASED68,39665,297+3,099+5%$9.1M$8.2M-$894.1K2026-10-27
Harrington Investments, Inc
DECREASED68,09969,367-1,268-2%$9.7M$8.2M-$1.5M2026-10-14
Bailard, Inc.
INCREASED66,31354,691+11,622+21%$7.6M$8.0M+$336.3K2026-10-13
Jnba Financial Advisors
INCREASED66,29865,771+527+1%$9.2M$8.0M-$1.2M2026-11-03
QSM Asset Management Ltd
INCREASED64,51943,019+21,500+50%$6.0M$7.6M+$1.6M2026-11-05
Norden Group LLC
INCREASED63,87147,020+16,851+36%$6.6M$7.7M+$1.1M2026-10-20
180 Wealth Advisors, LLC
DECREASED63,76764,588-821-1%$9.0M$7.7M-$1.4M2026-11-03
Maxi Investments CY Ltd
INCREASED63,10012,500+50,600+405%$1.7M$7.6K-$1.7M2026-10-26
Salem Investment Counselors Inc
INCREASED62,52761,527+1,000+2%$8.6M$7.5M-$1.1M2026-10-13
Collar Capital Management, LLC
INCREASED62,28061,867+413+1%$8.6M$7.5M-$1.2M2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED61,58270,910-9,328-13%$9.9M$7.4M-$2.5M2026-10-23
VestGen Advisors, LLC
INCREASED61,52253,650+7,872+15%$7.5M$7.4M-$94.5K2026-10-27
Murphy Pohlad Asset Management LLC
DECREASED61,29669,252-7,956-11%$9.7M$7.4M-$2.3M2026-10-22
VMS Asset Management Limited
NEW60,936—+60,936——$7.3M—2026-10-15
Union Bancaire Privee, UBP SA
NEW60,936—+60,936——$55.5M—2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED60,72560,071+654+1%$8.4M$7.3M-$1.1M2026-10-23
Glass Wealth Management Co LLC
DECREASED60,65160,901-2500%$8.5M$7.3M-$1.2M2026-10-28
Verdence Capital Advisors LLC
INCREASED60,64956,776+3,873+7%$7.9M$7.3M-$635.8K2026-10-26
Associated Banc-Corp
DECREASED59,29060,919-1,629-3%$8.5M$7.1M-$1.4M2026-10-30
Oppenheimer Asset Management Inc.
DECREASED58,88075,555-16,675-22%$10.5M$7.1M-$3.5M2026-10-27
Sky Investment Group LLC
NEW58,280—+58,280——$7.0M—2026-10-30
Busey Bank
DECREASED57,74058,809-1,069-2%$8.2M$6.9M-$1.3M2026-10-26
North Star Investment Management Corp.
INCREASED57,24556,962+283+1%$8.0M$6.9M-$1.1M2026-10-27
Frank, Rimerman Advisors LLC
DECREASED56,98567,238-10,253-15%$9.4M$6.9M-$2.5M2026-10-16
Hoertkorn Richard Charles
INCREASED56,87556,725+150+0%$7.9M$6.8M-$1.1M2026-11-04
Insight Advisors, LLC/ PA
DECREASED56,10356,118-150%$7.8M$6.7M-$1.1M2026-10-22
111 Capital
INCREASED55,72351,055+4,668+9%$7.1M$6.7M-$429.2K2026-11-03
Heck Capital Advisors, LLC
NEW55,714—+55,714——$6.7M—2026-10-14
Lipe & Dalton
DECREASED55,09456,094-1,000-2%$7.8K$6.6K-$1.2K2026-10-15
Indiana Trust & Investment Management Co
INCREASED54,89244,622+10,270+23%$6.2M$6.6M+$369.1K2026-10-22
Fifth Third Wealth Advisors LLC
DECREASED54,72156,054-1,333-2%$7.8M$6.6M-$1.2M2026-10-22
Crystal Rock Capital Management
DECREASED54,35055,925-1,575-3%$7.8M$6.5M-$1.3M2026-10-28
Royal Fund Management, LLC
INCREASED53,62432,846+20,778+63%$4.6M$6.4M+$1.9M2026-10-22
Neville Rodie & Shaw Inc
UNCHANGED53,52753,52700%$7.5K$6.4K-$1.0K2026-10-05
Dynamic Advisor Solutions LLC
INCREASED53,27852,738+540+1%$7.4M$6.4M-$958.3K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED52,68050,719+1,961+4%$7.1M$6.3M-$748.3K2026-10-22
Avanza Fonder AB
INCREASED52,27042,757+9,513+22%$6.0M$6.3M+$314.3K2026-10-13
Axxion S.A.
DECREASED52,04762,812-10,765-17%$8.8M$6.3M-$2.5M2026-10-22
Victrix Investment Advisors
DECREASED51,87654,381-2,505-5%$7.6M$6.2M-$1.4M2026-10-13
Trust Asset Management LLC
UNCHANGED51,80551,80500%$7.2M$6.2M-$1.0M2026-11-03
Parcion Private Wealth LLC
INCREASED51,67945,501+6,178+14%$6.4M$6.2M-$139.9K2026-10-28
Moran Wealth Management, LLC
INCREASED51,42847,073+4,355+9%$6.6M$6.2M-$389.6K2026-10-22
Paragon Capital Management Inc
UNCHANGED51,40551,40500%$7.2M$6.2M-$997.3K2026-10-15
Wedmont Private Capital
INCREASED51,18432,396+18,788+58%$3.6M$5.5M+$1.9M2026-10-09
Burney Co/
INCREASED51,02950,723+306+1%$7.1M$6.1M-$947.2K2026-10-15
Mystic Asset Management, Inc.
DECREASED50,58451,209-625-1%$7.2M$6.1M-$1.1M2026-10-15
Brown Shipley& Co Ltd
INCREASED50,44447,787+2,657+6%$6.7M$6.1M-$607.6K2026-10-09
Hunter Associates Investment Management LLC
DECREASED50,25752,115-1,858-4%$7.3M$6.0M-$1.2M2026-10-26
Venture Visionary Partners LLC
INCREASED49,59639,580+10,016+25%$5.5M$6.0M+$436.4K2026-10-07
Ferguson Wellman Capital Management, Inc
INCREASED49,46248,552+910+2%$6.8M$5.9M-$832.5K2026-10-05
FNY Investment Advisers, LLC
INCREASED49,3169,280+40,036+431%$1.3K$5.9K+$4.6K2026-10-16
Jacobs & Co
DECREASED48,77348,833-600%$6.8K$5.9K-$9542026-10-09
Farnam Financial LLC
DECREASED48,41751,426-3,009-6%$7.2M$4.4M-$2.8M2026-10-21
Everett Harris & Co
UNCHANGED48,41548,41500%$6.8M$5.8M-$939.3K2026-10-28
Triasima Portfolio Management inc.
DECREASED48,28261,940-13,658-22%$8.6M$5.8M-$2.8M2026-10-15
Evergreen Capital Management LLC
INCREASED48,13045,553+2,577+6%$6.4M$5.8M-$573.8K2026-10-23
Park National Corp
DECREASED47,95349,068-1,115-2%$6.9M$5.8M-$1.1M2026-10-05
Turtle Creek Wealth Advisors, LLC
INCREASED47,79347,542+251+1%$6.6M$5.7M-$887.4K2026-10-15
Perigon Wealth Management, LLC
DECREASED47,16657,407-10,241-18%$8.0M$5.7M-$2.3M2026-10-22
Accel Wealth Management
DECREASED47,07947,927-848-2%$6.7M$5.7M-$1.0M2026-10-13
Arjuna Capital
INCREASED47,00345,029+1,974+4%$6.3M$5.7M-$636.2K2026-11-03
Courier Capital LLC
INCREASED46,96145,351+1,610+4%$6.3M$5.6M-$686.2K2026-10-19
Curbstone Financial Management Corp
DECREASED45,95346,889-936-2%$6.5M$5.5M-$1.0M2026-10-21
Uhlmann Price Securities, LLC
DECREASED45,45045,518-680%$6.4M$5.5M-$891.2K2026-11-03
Mount Vernon Associates Inc
DECREASED45,11146,121-1,010-2%$6.4M$5.4M-$1.0M2026-10-26
Fearless Solutions, LLC dba Best Invest
DECREASED45,09045,186-960%$6.3M$5.4M-$888.2K2026-10-14
Simplex Trading, LLC
NEW44,933—+44,933——$5.4M—2026-11-04
Larson Financial Group LLC
INCREASED44,92139,297+5,624+14%$5.5M$5.4M-$86.2K2026-11-05
Sigma Planning Corp
INCREASED44,85536,815+8,040+22%$5.1M$5.3M+$172.1K2026-10-23
AlphaCore Capital LLC
INCREASED44,42834,194+10,234+30%$4.8M$5.3M+$567.1K2026-11-04
Orca Investment Management, LLC
DECREASED44,14349,937-5,794-12%$7.0M$5.3M-$1.7M2026-10-29
Community Bank & Trust, Waco, Texas
INCREASED44,04134,525+9,516+28%$4.8M$5.3K-$4.8M2026-10-19
Excalibur Management Corp
DECREASED43,90746,446-2,539-5%$6.5M$5.3M-$1.2M2026-11-02
NBT Bank, N.A.
DECREASED43,82243,878-560%$6.1M$5.3M-$858.0K2026-10-21
Parametrica Management Ltd
INCREASED43,50030,000+13,500+45%$4.2M$5.2M+$1.0M2026-10-27
Johnson Bixby & Associates, LLC
INCREASED43,28939,665+3,624+9%$5.5M$5.2M-$333.8K2026-10-14
Howland Capital Management LLC
DECREASED43,26843,308-400%$6.0M$5.2M-$845.0K2026-10-22
Cigna Investments Inc
INCREASED42,47341,413+1,060+3%$5.8M$5.1K-$5.8M2026-10-19
Diversify Advisory Services, LLC
INCREASED42,45427,201+15,253+56%$2.5M$4.0M+$1.6M2026-10-20
Diversify Wealth Management, LLC
INCREASED42,45427,201+15,253+56%$2.5M$4.0M+$1.6M2026-10-20
Cidel Asset Management Inc
DECREASED42,26262,985-20,723-33%$8.8M$5.1M-$3.7M2026-10-29
Csenge Advisory Group
INCREASED42,20936,117+6,092+17%$5.0M$5.1M+$31.7K2026-11-04
Atlatl Advisers LLC
DECREASED42,16146,787-4,626-10%$6.5M$5.1M-$1.5M2026-10-22
Fulcrum Asset Management LLP
INCREASED42,02228,250+13,772+49%$3.7M$4.9M+$1.2M2026-11-04
Cullinan Associates Inc
DECREASED41,96452,789-10,825-21%$7.4M$5.0M-$2.3M2026-11-03
Krilogy Financial LLC
INCREASED41,74433,390+8,354+25%$4.7M$4.2M-$431.5K2026-10-13
Cache Advisors, LLC
INCREASED41,57429,786+11,788+40%$4.2M$5.0M+$839.4K2026-10-16
Patriot Financial Group Insurance Agency, LLC
INCREASED41,4896,585+34,904+530%$901.2K$5.0M+$4.1M2026-10-14
Trek Financial, LLC
DECREASED40,98897,170-56,182-58%$13.6M$4.9M-$8.6M2026-10-29
Tufton Capital Management
DECREASED40,92841,740-812-2%$5.8M$4.9K-$5.8M2026-10-20
HWG Holdings LP
NEW40,849—+40,849——$4.9M—2026-10-08
Pacific Wealth Management
INCREASED40,80240,524+278+1%$5.7M$4.9M-$752.7K2026-10-05
Ashton Thomas Private Wealth, LLC
INCREASED40,75920,557+20,202+98%$2.9M$4.9M+$2.0M2026-11-03
InvesTrust
DECREASED40,30743,339-3,032-7%$6.1M$4.8M-$1.2M2026-10-14
Everhart Financial Group, Inc.
INCREASED40,10638,872+1,234+3%$5.4M$4.8M-$605.8K2026-10-08
StoneX Group Inc.
INCREASED39,61412,037+27,577+229%$1.7M$4.6M+$3.0M2026-11-03
Trust Co of Vermont
DECREASED39,42442,176-2,752-7%$5.9M$4.7M-$1.1M2026-10-21
Portfolio Design Labs, LLC
INCREASED39,38238,785+597+2%$5.4M$4.7M-$680.7K2026-11-04
Knights of Columbus Asset Advisors LLC
DECREASED39,17668,399-29,223-43%$9.6M$4.7M-$4.8M2026-11-05
Premier Path Wealth Partners, LLC
INCREASED39,07838,216+862+2%$5.3M$4.7M-$637.8K2026-10-16
Davenport & Co LLC
INCREASED38,96637,919+1,047+3%$5.3M$4.7M-$609.8K2026-10-14
Wealthcare Advisory Partners LLC
DECREASED38,81947,957-9,138-19%$6.7M$4.7M-$2.0M2026-10-21
First National Trust Co
DECREASED38,81041,355-2,545-6%$5.8M$4.7M-$1.1M2026-10-28
Rakuten Securities, Inc.
DECREASED38,73955,877-17,138-31%$7.8M$4.7M-$3.1M2026-11-02
Aaron Wealth Advisors LLC
DECREASED38,67945,307-6,628-15%$6.3M$4.7M-$1.7M2026-10-13
ROI Financial Advisors, LLC
INCREASED38,64637,718+928+2%$5.3M$4.6M-$620.2K2026-10-19
Shikiar Asset Management Inc
INCREASED38,5802,570+36,010+1401%$359.0K$4.6K-$354.4K2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED38,23038,552-322-1%$5.4M$4.6M-$786.6K2026-10-05
MCF Advisors LLC
INCREASED38,07437,837+237+1%$5.3M$4.6M-$705.5K2026-10-28
Parsons Capital Management Inc
INCREASED38,04237,936+106+0%$5.3M$4.6M-$723.2K2026-10-28
Trust Co of Toledo NA
DECREASED37,81637,887-710%$5.3M$4.5M-$743.5K2026-10-16
Motive Wealth Advisors
INCREASED37,7714,467+33,304+746%$623.7K$4.5M+$3.9M2026-10-26
Nkcfo LLC
INCREASED37,50034,000+3,500+10%$4.7M$4.5M-$238.0K2026-11-04
EverSource Wealth Advisors, LLC
INCREASED37,44927,473+9,976+36%$3.8M$4.5M+$666.6K2026-11-04
Schear Investment Advisers, LLC
NEW36,836—+36,836——$4.4M—2026-10-14
Tempo Wealth, LLC
INCREASED36,83611,936+24,900+209%$1.7M$4.4M+$2.8M2026-10-14
Perpetual Ltd
INCREASED36,81034,052+2,758+8%$4.8M$4.4M-$329.0K2026-10-13
Rahlfs Capital, LLC
UNCHANGED36,75936,75900%$5.1M$4.4M-$713.1K2026-10-23
Atlas Brown,Inc.
INCREASED36,74935,965+784+2%$5.0M$4.4M-$603.5K2026-10-09
Gemmer Asset Management LLC
INCREASED36,50636,374+132+0%$5.1M$4.4M-$689.8K2026-10-16
VCI Wealth Management LLC
INCREASED36,36933,032+3,337+10%$4.6M$4.4M-$239.6K2026-10-29
Meyer Handelman Co
UNCHANGED36,16036,16000%$5.0M$4.3M-$701.5K2026-10-28
Harbor Investment Advisory, LLC
INCREASED36,06733,217+2,850+9%$4.6M$4.3M-$301.8K2026-10-13
Patten & Patten Inc
DECREASED35,99836,363-365-1%$5.1M$4.3M-$749.3K2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED35,82237,907-2,085-5%$5.3M$4.3M-$986.1K2026-10-23
XML Financial, LLC
DECREASED35,62438,573-2,949-8%$5.4M$4.3M-$1.1M2026-10-29
Pinnacle Wealth Planning Services, Inc.
DECREASED35,58037,837-2,257-6%$5.3M$4.3M-$1.0M2026-10-27
Genus Capital Management Inc.
INCREASED35,4807,980+27,500+345%$1.1M$4.3M+$3.2M2026-11-04
Leelyn Smith, LLC
DECREASED35,47335,663-190-1%$5.0M$4.3M-$714.7K2026-11-03
AMG National Trust Bank
INCREASED35,13833,444+1,694+5%$4.7M$4.2M-$445.1K2026-11-05
Soltis Investment Advisors LLC
INCREASED35,00032,834+2,166+7%$4.6M$4.2M-$376.5K2026-10-28
Robocap Asset Management Ltd
INCREASED34,89219,615+15,277+78%$2.7M$4.2M+$1.5M2026-11-02
Philadelphia Trust Co
INCREASED34,76434,659+105+0%$4.8M$4.2M-$659.0K2026-11-05
October Effect Ltd
DECREASED34,57236,941-2,369-6%$5.2M$4.2M-$1.0M2026-10-20
Alta Advisers Ltd
INCREASED34,32818,124+16,204+89%$2.5M$4.1M+$1.6M2026-11-02
Oak Asset Management, LLC
DECREASED34,20234,327-1250%$4.8M$4.1M-$681.0K2026-10-13
Avestar Capital, LLC
DECREASED33,81141,572-7,761-19%$5.8M$4.1M-$1.7M2026-10-28
Kercheville Advisors, LLC
DECREASED33,78035,381-1,601-5%$4.9M$4.1M-$878.9K2026-10-19
First Horizon Corp
DECREASED33,15933,464-305-1%$4.7M$4.0M-$685.9K2026-10-26
Katamaran Capital LLP
NEW32,709—+32,709——$3.9M—2026-10-27
Chicago Trust Co NA
DECREASED32,48034,218-1,738-5%$4.8M$3.9M-$872.8K2026-10-28
Cohen Capital Management, Inc.
UNCHANGED32,47232,47200%$4.5M$3.9M-$630.0K2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED32,29025,985+6,305+24%$3.6M$3.9M+$253.9K2026-10-16
Kathmere Capital Management, LLC
INCREASED32,10129,942+2,159+7%$4.2M$3.9M-$321.3K2026-10-20
Carderock Capital Management Inc
UNCHANGED32,00032,00000%$4.5M$3.8M-$620.8K2026-10-22
Focused Wealth Management, Inc
INCREASED31,76230,878+884+3%$4.3M$3.8M-$492.7K2026-10-30
Integrity Alliance, Llc.
INCREASED31,61128,195+3,416+12%$3.9M$3.8M-$136.3K2026-10-29
Supplemental Annuity Collective Trust of NJ
INCREASED31,44030,302+1,138+4%$4.2M$3.8M-$451.0K2026-11-02
Unison Advisors LLC
UNCHANGED31,35731,35700%$4.4M$3.8M-$608.3K2026-10-29
Birch Hill Investment Advisors LLC
DECREASED31,20031,800-600-2%$4.4M$3.8M-$689.1K2026-10-16
Corundum Group, Inc.
INCREASED31,04129,853+1,188+4%$4.2M$3.7M-$436.3K2026-10-28
DT Investment Partners, LLC
UNCHANGED31,00431,00400%$4.3M$3.7M-$601.5K2026-10-27
Lanark Financial, Inc.
DECREASED30,92233,922-3,000-9%$4.7M$3.7M-$1.0M2026-10-26
Meridian Wealth Management, LLC
DECREASED30,89062,178-31,288-50%$8.6M$3.6M-$5.0M2026-11-05
Howard Financial Services, Ltd.
INCREASED30,69629,589+1,107+4%$4.1M$3.7M-$440.9K2026-10-15
Confluence Wealth Services, Inc.
INCREASED30,66129,821+840+3%$4.2M$3.7M-$477.6K2026-11-05
Eagle Global Advisors LLC
DECREASED30,55530,558-30%$4.3M$3.7M-$593.2K2026-11-02
Meridian Investment Counsel Inc.
DECREASED30,49031,100-610-2%$4.3M$3.7M-$676.7K2026-10-14
Eastern Bank
DECREASED30,33134,237-3,906-11%$4.8M$3.6M-$1.1M2026-10-05
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED30,15530,265-1100%$4.2M$3.6M-$600.4K2026-10-13
Sowell Financial Services LLC
DECREASED30,11633,834-3,718-11%$4.7M$3.6M-$1.1M2026-10-23
Simplicity Wealth,LLC
INCREASED29,97925,989+3,990+15%$3.6M$3.6M-$24.4K2026-10-23
Generali Investments, Management Co LLC
INCREASED29,75725,257+4,500+18%$3.5M$3.6M+$51.0K2026-10-19
Private Wealth Partners, LLC
INCREASED29,64625,696+3,950+15%$3.6M$3.6M-$23.6K2026-10-22
Masterinvest Kapitalanlage GmbH
DECREASED29,44372,964-43,521-60%$10.2M$3.5M-$6.6M2026-11-03
Primoris Wealth Advisors, LLC
DECREASED29,43429,609-175-1%$4.1M$3.5M-$595.5K2026-10-28
Southland Equity Partners LLC
INCREASED29,28828,157+1,131+4%$3.9M$3.5M-$410.3K2026-10-14
Wasatch Advisors LP
DECREASED29,18029,774-594-2%$4.2M$3.5M-$649.0K2026-10-13
Wealth Architects, LLC
DECREASED29,09629,296-200-1%$4.1M$3.5M-$592.4K2026-11-03
Elyxium Wealth, LLC
DECREASED28,80428,982-178-1%$4.0M$3.5M-$583.7K2026-10-27
Chesley Taft & Associates LLC
DECREASED28,71929,548-829-3%$4.1M$3.5M-$672.9K2026-10-13
GAM Holding AG
INCREASED28,71624,242+4,474+18%$3.4M$3.5M+$67.6K2026-11-03
Alpha Family Trust
UNCHANGED28,71028,71000%$4.0M$4.0M$02026-11-04
Investors Asset Management of Georgia Inc
INCREASED28,55028,317+233+1%$4.0M$3.4M-$521.3K2026-10-20
KMG Fiduciary Partners, LLC
DECREASED28,37629,694-1,318-4%$4.1M$3.4M-$734.5K2026-10-14
Northeast Investment Management
INCREASED28,32226,010+2,312+9%$3.6M$3.4M-$226.6K2026-10-30
Graphene Investments SAS
INCREASED28,30020,800+7,500+36%$2.9M$3.4M+$498.2K2026-10-22
Chickasaw Capital Management LLC
UNCHANGED28,20528,20500%$3.9K$3.4M+$3.4M2026-10-08
CX Institutional
INCREASED28,14223,203+4,939+21%$3.2K$3.4K+$1442026-10-02
Ethos Capital Management, Inc.
INCREASED28,13225,244+2,888+11%$3.5M$3.4M-$142.5K2026-11-03
Apella Capital, LLC
INCREASED28,05024,330+3,720+15%$2.7M$3.2M+$487.3K2026-10-08
Castle Rock Wealth Management, LLC
DECREASED27,98828,463-475-2%$3.6M$3.1M-$466.7K2026-10-09
MBL Wealth, LLC
INCREASED27,92613,533+14,393+106%$1.9M$3.4M+$1.5M2026-10-22
CWA Asset Management Group, LLC
INCREASED27,79727,682+115+0%$3.9M$3.3M-$523.3K2026-10-19
WD Rutherford LLC
INCREASED27,73112,138+15,593+128%$1.7M$3.3M+$1.6M2026-10-26
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED27,45628,376-920-3%$4.0M$3.3M-$661.1K2026-10-16
LS Investment Advisors, LLC
UNCHANGED27,31127,31100%$3.8M$3.3M-$529.8K2026-10-13
Evolution Wealth Advisors, LLC
INCREASED27,17724,789+2,388+10%$3.5M$3.3M-$193.8K2026-11-03
M Holdings Securities, Inc.
NEW27,151—+27,151——$1.8K—2026-11-03
SAX Wealth Advisors, LLC
INCREASED27,10721,328+5,779+27%$941.2K$3.3M+$2.3M2026-10-13
Hedges Asset Management LLC
DECREASED27,10033,650-6,550-19%$4.7M$3.3M-$1.4M2026-10-29
Guardian Investment Management
UNCHANGED26,97526,97500%$3.8M$3.2M-$523.3K2026-10-23
Lantz Financial LLC
INCREASED26,96626,607+359+1%$3.7M$3.2M-$472.9K2026-10-15
Clear Creek Financial Management, LLC
INCREASED26,81822,191+4,627+21%$3.1M$3.2M+$125.8K2026-10-28
Forbes J M & Co LLP
DECREASED26,64226,698-560%$3.7M$3.2M-$524.7K2026-10-16
Curated Wealth Partners LLC
INCREASED26,5785,943+20,635+347%$829.8K$3.2M+$2.4M2026-10-15
First Financial Bank - Trust Division
DECREASED26,55327,576-1,023-4%$3.9M$3.2M-$658.0K2026-10-01
Capital Investment Counsel, Inc
DECREASED26,52926,834-305-1%$3.7M$3.2M-$557.2K2026-10-20
Penobscot Investment Management Company, Inc.
UNCHANGED26,37826,37800%$3.7M$3.2M-$511.7K2026-10-26
Clear Harbor Asset Management, LLC
INCREASED26,36125,536+825+3%$3.6M$3.2M-$396.2K2026-11-05
Wealth Alliance Advisory Group, LLC
INCREASED26,3119,945+16,366+165%$1.4M$3.2M+$1.8M2026-10-14
JGP Wealth Management, LLC
DECREASED26,22827,167-939-3%$3.8M$3.2M-$639.9K2026-10-13
Wynn Capital, LLC
DECREASED26,11727,162-1,045-4%$3.8M$3.1M-$652.6K2026-10-13
Alessandra Capital Management, LLC
DECREASED26,06140,692-14,631-36%$5.7M$3.1M-$2.5M2026-10-30
Summit Global Investments
INCREASED25,91612,383+13,533+109%$1.7M$3.1M+$1.4M2026-10-28
General American Investors Co Inc
NEW25,875—+25,875——$3.1M—2026-11-02
Diligent Investors, LLC
UNCHANGED25,46025,46000%$3.6M$3.1M-$493.9K2026-10-21
SeaCrest Wealth Management, LLC
DECREASED25,38625,763-377-1%$3.6M$3.1M-$545.1K2026-10-21
Jones Kertz & Associates, Inc.
DECREASED25,35525,781-426-2%$3.6M$3.0M-$551.4K2026-10-28
Udine Wealth Management, Inc.
INCREASED25,33024,288+1,042+4%$3.4M$3.0M-$345.9K2026-10-23
Corda Investment Management, Llc.
INCREASED25,11615,151+9,965+66%$2.1M$3.0M+$904.2K2026-10-22
SeaBridge Investment Advisors LLC
INCREASED24,99722,537+2,460+11%$3.1M$3.0M-$141.5K2026-11-02
Guidance Capital, Inc
DECREASED24,73625,621-885-3%$2.5M$1.5M-$1.0M2026-11-03
Blue Trust, Inc.
DECREASED24,73325,823-1,090-4%$3.6M$3.0M-$631.9K2026-10-15
Journey Advisory Group, LLC
DECREASED24,39624,696-300-1%$3.4M$2.9M-$515.1K2026-11-04
Wealth Effects LLC
INCREASED24,25018,705+5,545+30%$2.6M$2.9M+$303.8K2026-10-23
International Assets Investment Management, LLC
DECREASED24,121149,302-125,181-84%$3.8M$2.9M-$943.4K2026-11-02
Landmark Wealth Management, LLC
INCREASED24,05124,045+6+0%$3.4M$2.9M-$465.8K2026-11-03
Integrity Investment Advisors, LLC
DECREASED23,76826,541-2,773-10%$3.7M$2.9M-$848.3K2026-11-03
University of Texas S AM Investment Management Co
DECREASED23,75435,773-12,019-34%$5.0M$2.9M-$2.1M2026-11-03
Weatherly Asset Management L. P.
DECREASED23,73026,039-2,309-9%$3.6M$2.9M-$782.8K2026-10-20
Arnhold LLC
UNCHANGED23,71523,71500%$3.3M$2.9M-$460.1K2026-10-26
Cooper Financial Group
INCREASED23,69923,159+540+2%$3.2M$2.8M-$384.4K2026-10-07
Accurate Wealth Management, LLC
INCREASED23,62821,083+2,545+12%$2.3M$2.4M+$111.6K2026-10-20
Hennion & Walsh Asset Management, Inc.
DECREASED23,53324,232-699-3%$3.4M$2.8M-$554.1K2026-10-13
Parrish Capital LLC
DECREASED23,43425,310-1,876-7%$3.5M$2.8M-$716.6K2026-10-01
Royal Palms Capital LLC
INCREASED23,33913,246+10,093+76%$1.8M$2.8M+$956.5K2026-10-23
R. W. Roge & Company, Inc.
DECREASED23,32023,976-656-3%$3.3M$2.8M-$543.0K2026-11-04
Harrell Investment Partners, LLC
INCREASED23,30223,277+25+0%$3.3M$2.8M-$448.6K2026-10-15
Home Federal Bank of Tennessee
DECREASED23,26623,365-990%$3.3M$2.8M-$465.2K2026-10-15
Progressive Investment Management Corp
DECREASED23,24423,594-350-1%$3.3M$2.8M-$499.8K2026-10-26
Pinnacle Wealth Management Advisory Group, LLC
INCREASED23,21121,002+2,209+11%$2.9M$2.8M-$141.8K2026-10-23
Mesirow Financial Investment Management, Inc.
DECREASED23,15024,784-1,634-7%$3.5M$2.8M-$677.2K2026-11-05
Kanawha Capital Management LLC
DECREASED23,01823,034-160%$3.2M$2.8M-$448.8K2026-10-19
Asset Dedication, LLC
DECREASED23,01324,538-1,525-6%$3.4M$2.8M-$659.4K2026-11-03
Avidian Wealth Enterprises, LLC
INCREASED22,76918,733+4,036+22%$2.6M$2.7M+$121.8K2026-10-08
Baxter Bros Inc
DECREASED22,65022,701-510%$3.2M$2.7M-$446.5K2026-11-04
First Merchants Corp
DECREASED22,59122,624-330%$3.2M$2.7M-$442.9K2026-10-15
Cornerstone Wealth Group, LLC
INCREASED22,48120,482+1,999+10%$2.9M$2.7M-$157.0K2026-11-02
Klingman & Associates, LLC
INCREASED22,47418,726+3,748+20%$2.6M$2.7M+$87.3K2026-10-20
Myriad Asset Management Advisors LLC
NEW22,447—+22,447——$2.7M—2026-11-03
Forum Financial Management, LP
DECREASED22,23622,355-119-1%$3.1M$2.7M-$448.1K2026-10-16
Ti-Trust, Inc
UNCHANGED22,16522,16500%$3.1M$2.7M-$430.0K2026-10-21
Relyea Zuckerberg Hanson LLC
DECREASED22,16224,594-2,432-10%$3.4M$2.7M-$769.5K2026-10-20
LVM Capital Management LTD
DECREASED22,15622,331-175-1%$3.1K$2.7M+$2.7M2026-10-20
Diversified Enterprises, LLC
INCREASED22,11518,766+3,349+18%$2.6M$2.7M+$38.6K2026-10-19
Angeles Wealth Management, LLC
DECREASED22,09922,771-672-3%$3.2M$2.7M-$522.6K2026-10-26
Partners Wealth Management, LLC
NEW22,043—+22,043——$2.7M—2026-10-28
Genoa Capital Gestora de Recursos Ltda.
NEW21,947—+21,947——$2.6M—2026-10-20
Alps Advisors Inc
INCREASED21,85420,896+958+5%$2.9M$2.6M-$290.2K2026-11-03
Victory Financial Group, LLC
INCREASED21,7658,966+12,799+143%$1.3M$2.6M+$1.4M2026-10-27
PDS Planning, Inc
DECREASED21,65022,424-774-3%$3.1M$2.6M-$528.1K2026-11-03
GC Wealth Management RIA, LLC
INCREASED21,51818,820+2,698+14%$2.6M$2.6M-$40.7K2026-11-02
Beese Fulmer Investment Management, Inc.
INCREASED21,37320,446+927+5%$2.9M$2.6M-$285.2K2026-10-23
Old Mission Investment Co LLC
DECREASED21,32921,870-541-2%$3.1M$2.6M-$489.3K2026-10-22
Procyon Advisors, LLC
DECREASED21,32522,195-870-4%$3.1M$2.6M-$535.2K2026-10-21
Boston Trust Walden Corp
DECREASED21,28621,573-287-1%$3.0M$2.6M-$453.0K2026-10-30
Ascentis Independent Advisors
INCREASED21,268740+20,528+2774%$103.4K$2.6M+$2.5M2026-11-03
Corrado Advisors, LLC
DECREASED21,10429,624-8,520-29%$4.1M$2.5M-$1.6M2026-10-27
Forvis Mazars Wealth Advisors, LLC
INCREASED21,08020,801+279+1%$2.9M$2.5M-$370.0K2026-10-13
71 West Capital Partners
INCREASED21,01720,953+64+0%$2.9M$2.5M-$398.8K2026-11-04
Three Seasons Wealth, LLC
DECREASED20,90531,671-10,766-34%$4.4M$2.5M-$1.9M2026-11-03
Burke & Herbert Bank & Trust Co
DECREASED20,87920,979-1000%$2.9M$2.5M-$419.0K2026-11-02
Lake Street Private Wealth, LLC
DECREASED20,85020,955-1050%$2.9M$2.5M-$419.3K2026-10-22
Baker Ellis Asset Management LLC
DECREASED20,78322,746-1,963-9%$3.2M$2.5M-$677.3K2026-10-14
Conning Inc.
INCREASED20,75920,646+113+1%$2.9M$2.5M-$386.9K2026-10-27
Keudell ison Wealth Management
DECREASED20,68622,412-1,726-8%$3.1M$2.5M-$642.3K2026-10-16
Reflection Asset Management
INCREASED20,6738,280+12,393+150%$1.2M$2.5M+$1.3M2026-10-28
Wealth Science Advisors LLC
INCREASED20,63313,695+6,938+51%$1.9M$2.5M+$568.5K2026-10-09
Canandaigua National Bank & Trust Co
DECREASED20,62320,719-960%$2.9M$2.5M-$413.5K2026-10-07
Councilmark Asset Management, LLC
DECREASED20,55820,683-125-1%$2.9M$2.5M-$416.3K2026-10-20
Retirement Planning Co of New England, Inc.
INCREASED20,52720,432+95+0%$2.9M$2.5M-$385.0K2026-10-15
Insight Inv LLC
DECREASED20,43720,461-240%$2.9M$2.5M-$399.8K2026-10-27
DMC Group, LLC
DECREASED20,37326,922-6,549-24%$3.8M$2.4M-$1.3M2026-10-26
Private Trust Co NA
INCREASED20,25119,288+963+5%$2.7M$2.4M-$258.5K2026-10-20
Washington Trust Co
DECREASED20,23921,302-1,063-5%$3.0M$2.4M-$541.1K2026-10-22
Interchange Capital Partners, LLC
INCREASED20,18919,718+471+2%$2.8M$2.4M-$325.2K2026-10-28
Lodestar Private Asset Management LLC
DECREASED20,14221,278-1,136-5%$3.0M$2.4M-$549.4K2026-10-26
Encompass Wealth Advisors, LLC
INCREASED20,08610,097+9,989+99%$1.4M$2.4M+$1.0M2026-10-15
Fagan Associates, Inc.
INCREASED20,01417,454+2,560+15%$2.4M$2.4M-$30.8K2026-10-13
FSM Wealth Advisors, LLC
INCREASED19,86017,314+2,546+15%$2.4M$2.1M-$291.0K2026-10-27
Parkside Financial Bank & Trust
INCREASED19,82719,654+173+1%$2.7M$2.4M-$360.5K2026-10-27
Fragasso Financial Advisors Inc
INCREASED19,79312,007+7,786+65%$1.7M$2.1M+$395.8K2026-10-13
Jeppson Wealth Management, LLC
DECREASED19,78920,059-270-1%$2.8M$2.4M-$421.6K2026-10-20
Highland Capital Management, LLC
INCREASED19,7328,642+11,090+128%$1.2M$2.4M+$1.2M2026-10-26
Burton Enright Welch
INCREASED19,68714,349+5,338+37%$2.0M$2.4M+$363.4K2026-11-04
Tompkins Financial Corp
UNCHANGED19,56519,56500%$2.7M$2.4M-$379.6K2026-10-05
Versant Capital Management, Inc
DECREASED19,54720,096-549-3%$2.8M$2.4M-$455.8K2026-10-02
Hohimer Wealth Management, LLC
DECREASED19,54519,625-800%$2.7M$2.3M-$390.3K2026-11-04
Greenfield Savings Bank
INCREASED19,34019,095+245+1%$2.7M$2.3M-$341.0K2026-10-07
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED19,27044,069-24,799-56%$6.2M$2.3M-$3.8M2026-10-14
Ledyard National Bank
INCREASED19,23019,218+12+0%$2.7M$2.3M-$371.4K2026-10-21
Clarity Wealth Advisors, LLC
DECREASED19,21619,584-368-2%$2.7M$2.3M-$424.1K2026-10-21
LVW Advisors, LLC
DECREASED19,17819,897-719-4%$2.8M$2.3M-$472.5K2026-10-19
Putney Financial Group LLC
INCREASED19,16918,336+833+5%$2.6M$2.3M-$255.6K2026-10-30
Adirondack Trust Co
DECREASED19,06819,267-199-1%$2.7M$2.3M-$397.7K2026-10-14
RMR Wealth Builders
INCREASED19,02218,990+32+0%$2.7M$2.3M-$364.5K2026-10-22
Trust Point Inc.
INCREASED18,96516,226+2,739+17%$2.3M$2.3M+$14.5K2026-10-27
Capital Investment Advisory Services, LLC
DECREASED18,86419,112-248-1%$2.7M$2.3M-$402.9K2026-10-30
Vanguard Capital Wealth Advisors
DECREASED18,82419,479-655-3%$2.7M$2.3M-$456.7K2026-10-16
Gibbs Wealth Management
INCREASED18,81014,514+4,296+30%$2.0M$2.3M+$234.9K2026-10-22
TD Private Client Wealth LLC
DECREASED18,68819,162-474-2%$2.7M$2.2M-$428.7K2026-10-28
Yelin Lapidot Holdings Management Ltd.
UNCHANGED18,65018,65000%$2.6M$2.2M-$361.8K2026-10-26
Guyasuta Investment Advisors Inc
UNCHANGED18,62418,62400%$2.6M$2.2M-$361.3K2026-10-15
Forza Wealth Management, LLC
INCREASED18,46417,631+833+5%$2.5M$2.2M-$241.9K2026-10-20
Mengis Capital Management, Inc.
INCREASED18,41116,811+1,600+10%$2.3M$2.2M-$133.8K2026-10-13
Oslo Pensjonsforsikring AS
DECREASED18,39519,012-617-3%$2.7M$2.2M-$443.0K2026-10-15
Sapient Capital LLC
INCREASED18,37118,313+58+0%$2.6M$2.2M-$348.3K2026-10-08
Fogel Capital Management, Inc.
INCREASED18,30417,149+1,155+7%$2.4M$2.2M-$193.8K2026-11-04
Isthmus Partners, LLC
DECREASED18,29519,288-993-5%$2.7M$2.2M-$493.6K2026-10-21
Dorato Capital Management
DECREASED18,25218,382-130-1%$2.0M$2.1M+$45.6K2026-10-08
Crew Capital Management, Ltd
DECREASED18,22232,260-14,038-44%$4.5M$2.2M-$2.3M2026-10-28
Hanson & Doremus Investment Management
DECREASED18,14018,199-590%$2.5M$2.2K-$2.5M2026-10-16
Wealth Quarterback LLC
INCREASED18,07816,950+1,128+7%$2.4M$2.2M-$193.2K2026-10-20
Balboa Wealth Partners
DECREASED18,03618,380-344-2%$2.6M$2.2M-$397.9K2026-10-20
Strategy Asset Managers LLC
INCREASED17,95117,835+116+1%$2.5M$2.2M-$332.1K2026-10-14
KCM Investment Advisors LLC
INCREASED17,94417,724+220+1%$2.5M$2.2M-$317.4K2026-10-27
Searle & Co.
UNCHANGED17,90717,90700%$2.5M$2.2M-$347.4K2026-11-04
Aljian Capital Management, LLC
INCREASED17,89314,553+3,340+23%$2.0M$2.2M+$119.2K2026-10-28
Amitell Capital Pte Ltd
NEW17,850—+17,850——$2.1M—2026-11-02
IVC Wealth Advisors LLC
DECREASED17,83618,442-606-3%$2.6M$2.1M-$430.6K2026-10-23
Cornerstone Wealth Management, LLC
DECREASED17,70519,306-1,601-8%$2.7M$2.1M-$567.0K2026-11-04
Sterling Capital Management LLC
INCREASED17,52516,737+788+5%$2.3M$2.1M-$230.0K2026-10-22
McAdam, LLC
INCREASED17,50816,530+978+6%$2.3M$2.1M-$203.0K2026-10-21
Northcape Wealth Management, LLC
DECREASED17,45025,286-7,836-31%$3.5M$2.1M-$1.4M2026-11-04
PFG Advisors
INCREASED17,37817,061+317+2%$2.4M$2.1M-$292.9K2026-10-16
Yoffe Investment Management, LLC
UNCHANGED17,37817,37800%$2.4M$2.1M-$337.1K2026-11-02
Belvedere Trading LLC
DECREASED17,353362,460-345,107-95%$50.6M$2.1M-$48.5M2026-11-05
Resonant Capital Advisors, LLC
DECREASED17,32017,574-254-1%$2.5M$2.1M-$371.5K2026-10-15
Farmers & Merchants Investments Inc
INCREASED17,31916,371+948+6%$2.3M$2.1M-$203.6K2026-10-22
Park Capital Management, LLC / WI
DECREASED17,17718,494-1,317-7%$2.6M$2.1M-$517.1K2026-10-13
Opal Wealth Advisors, LLC
INCREASED17,14415,559+1,585+10%$2.2M$2.1M-$111.3K2026-10-16
Manske Wealth Management
DECREASED17,14119,515-2,374-12%$2.7M$2.1M-$664.0K2026-10-26
Rossby Financial, LCC
INCREASED17,09814,159+2,939+21%$1.9M$2.1M+$119.8K2026-11-05
NTV Asset Management LLC
INCREASED17,0298,376+8,653+103%$1.2M$2.0M+$878.0K2026-10-23
Heritage Wealth Management, Inc.
DECREASED17,01917,059-400%$2.4M$2.0M-$335.8K2026-10-27
Lmcg Investments, LLC
DECREASED16,95518,424-1,469-8%$2.6M$2.0M-$534.0K2026-10-21
Martin Capital Advisors, LLP
UNCHANGED16,80416,80400%$2.3M$2.0M-$326.0K2026-10-15
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED16,77516,959-184-1%$2.4M$2.0M-$351.1K2026-10-15
Principle Wealth Partners LLC
INCREASED16,75016,488+262+2%$2.3M$2.0M-$288.2K2026-11-02
Waldron Private Wealth LLC
DECREASED16,67116,953-282-2%$2.4M$2.0M-$362.8K2026-11-02
Compass Ion Advisors, LLC
DECREASED16,62916,645-160%$2.3M$2.0M-$324.8K2026-10-23
Sanders Morris Harris LLC
NEW16,610—+16,610——$2.0M—2026-10-14
MFG Wealth Management, Inc.
INCREASED16,56915,089+1,480+10%$2.1M$2.0M-$114.7K2026-10-09
True Freedom Investing, LLC
NEW16,470—+16,470——$2.0M—2026-10-29
Wespac Advisors SoCal, LLC
INCREASED16,42615,900+526+3%$2.2M$2.0M-$245.2K2026-10-13
BOS Asset Management, LLC
DECREASED16,33816,526-188-1%$2.3M$2.0M-$343.2K2026-10-09
Contravisory Investment Management, Inc.
INCREASED16,28414,056+2,228+16%$2.0M$2.0M-$4.8K2026-10-13
State of Wyoming
NEW16,257—+16,257——$2.0M—2026-10-28
Sitrin Capital Management LLC
DECREASED16,24118,129-1,888-10%$2.5M$2.0M-$578.7K2026-10-19
Kentucky Trust Co
DECREASED16,23717,557-1,320-8%$2.5M$2.0M-$499.3K2026-10-15
Avior Wealth Management, LLC
DECREASED16,20517,045-840-5%$2.4M$1.9M-$431.7K2026-10-13
Keystone Wealth Services, LLC
INCREASED16,18610,327+5,859+57%$1.4M$1.9M+$434.5K2026-11-03
Farmers & Merchants Trust Co of Long Beach
DECREASED15,99116,004-130%$2.2M$1.9M-$312.0K2026-10-22
Facet Wealth, Inc.
INCREASED15,96314,189+1,774+13%$2.0M$1.9M-$62.0K2026-11-04
Fulton Bank, N.A.
INCREASED15,95215,192+760+5%$2.1M$1.9M-$203.4K2026-10-14
Souders Financial Advisors
INCREASED15,85811,943+3,915+33%$1.7M$1.9M+$239.0K2026-11-03
Total Clarity Wealth Management, Inc.
INCREASED15,8526,970+8,882+127%$973.2K$1.9M+$932.7K2026-10-26
First Affirmative Financial Network
NEW15,807—+15,807——$1.9M—2026-10-21
Kingsbury Capital Investment Advisors LLC
INCREASED15,80010,920+4,880+45%$1.5M$1.9M+$374.8K2026-10-20
Altfest L J & Co Inc
INCREASED15,75515,192+563+4%$2.1M$1.9M-$227.0K2026-10-27
Eagle Wealth Advisors LLC
INCREASED15,73414,908+826+6%$2.1M$1.9M-$189.9K2026-10-20
Romano Brothers and Company
DECREASED15,70115,876-175-1%$2.2M$1.9M-$329.0K2026-10-22
Milestone Asset Management, LLC
INCREASED15,6044,765+10,839+227%$665.5K$1.9M+$1.2M2026-10-15
Salvus Wealth Management, LLC
DECREASED15,58116,112-531-3%$2.2M$1.9M-$376.4K2026-10-13
Gerber, LLC
UNCHANGED15,52915,52900%$2.2M$1.9M-$301.3K2026-10-21
Aspiriant, LLC
INCREASED15,47413,742+1,732+13%$1.9M$1.9M-$58.4K2026-10-16
L. Roy Papp & Associates, LLP
INCREASED15,45614,956+500+3%$2.1M$1.9M-$230.0K2026-10-21
Pacific Sage Partners, LLC
UNCHANGED15,43315,43300%$2.2M$1.9M-$299.4K2026-10-21
Beaumont Financial Advisors, LLC
DECREASED15,40115,513-112-1%$2.2M$1.9M-$314.4K2026-10-22
PKS Advisory Services, LLC
UNCHANGED15,37315,37300%$2.1M$2.1M$02026-10-26
Traphagen Investment Advisors LLC
INCREASED15,20812,202+3,006+25%$1.7M$1.8M+$124.7K2026-10-14
Ignite Planners, LLC
INCREASED15,18214,569+613+4%$2.0M$1.8M-$198.5K2026-10-14
Cornell Pochily Investment Advisors, Inc.
INCREASED15,17513,457+1,718+13%$1.9M$1.8M-$54.5K2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED15,15715,035+122+1%$2.1M$1.8M-$277.0K2026-10-30
Koshinski Asset Management, Inc.
INCREASED15,08413,836+1,248+9%$1.9M$1.8M-$118.3K2026-10-29
First Interstate Bank
INCREASED14,97914,824+155+1%$2.1M$1.8M-$269.0K2026-10-23
Abacus Planning Group, Inc.
INCREASED14,96414,525+439+3%$2.0M$1.8M-$229.0K2026-11-02
Eddie Patel Inc
NEW14,849—+14,849——$1.8M—2026-11-02
Plancorp, LLC
INCREASED14,78414,279+505+4%$1.5M$972.2K-$500.3K2026-11-03
Realta Investment Advisors
NEW14,780—+14,780——$1.8M—2026-10-14
St. Louis Financial Planners Asset Management, LLC
DECREASED14,75234,191-19,439-57%$4.1M$1.4M-$2.7M2026-10-16
Moneco Advisors, LLC
INCREASED14,73014,538+192+1%$2.0M$1.8M-$259.0K2026-11-05
Finer Wealth Management, Inc.
DECREASED14,71614,757-410%$2.1M$1.8M-$291.2K2026-10-16
Sarasin & Partners LLP
DECREASED14,70015,600-900-6%$2.2M$1.8M-$410.8K2026-10-13
Cromwell Holdings LLC
DECREASED14,68715,758-1,071-7%$2.2M$1.8M-$434.5K2026-10-28
Concord Wealth Partners
DECREASED14,65517,185-2,530-15%$2.4M$1.8M-$637.6K2026-11-02
Wright Investors Service Inc
NEW14,637—+14,637——$1.8M—2026-11-02
Triad Wealth Partners, LLC
INCREASED14,61613,263+1,353+10%$1.2M$1.8M+$550.4K2026-10-26
Manchester Capital Management LLC
DECREASED14,55214,968-416-3%$2.1M$1.7M-$340.4K2026-10-22
Womack Financial LLC
DECREASED14,53715,453-916-6%$2.2M$1.7M-$409.9K2026-10-14
Sovran Advisors, LLC
DECREASED14,52917,473-2,944-17%$1.5M$1.3M-$170.2K2026-11-02
KTF Investments, LLC
DECREASED14,50016,700-2,200-13%$2.3M$1.7M-$588.5K2026-10-23
Northwest Wealth Management, LLC
INCREASED14,41814,359+59+0%$2.0M$1.7M-$271.5K2026-10-30
Wealth Dimensions Group, Ltd.
INCREASED14,41314,291+122+1%$2.0M$1.7M-$262.6K2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED14,38942,526-28,137-66%$5.9M$1.7M-$4.2M2026-10-16
Inscription Capital, LLC
DECREASED14,38818,609-4,221-23%$2.6M$1.7M-$868.5K2026-11-02
Advisor OS, LLC
INCREASED14,38713,408+979+7%$1.9M$1.7M-$142.4K2026-11-03
Mechanics Bank Trust Department
INCREASED14,34513,395+950+7%$1.9M$1.7M-$145.6K2026-10-13
V-Square Quantitative Management LLC
DECREASED14,34314,608-265-2%$2.0M$1.7M-$315.3K2026-10-15
SilverOak Wealth Management LLC
DECREASED14,31614,502-186-1%$2.0M$1.7M-$303.7K2026-10-29
Integrity Advisory Solutions, LLC
INCREASED14,27913,633+646+5%$1.9M$1.7M-$186.8K2026-10-29
Bank & Trust Co
INCREASED14,27914,159+120+1%$2.0M$1.7M-$260.3K2026-10-07
TCI Wealth Advisors, Inc.
INCREASED14,27813,946+332+2%$1.9M$1.7M-$230.6K2026-10-30
Indivisible Partners
INCREASED14,2578,348+5,909+71%$1.2M$1.7M+$548.5K2026-10-26
Arista Wealth Management, LLC
INCREASED14,2229,935+4,287+43%$1.4M$1.7M+$322.7K2026-10-29
Fortune 45 LLC
INCREASED14,2045,098+9,106+179%$711.8K$1.7M+$996.0K2026-10-14
Ashton Thomas Securities, LLC
INCREASED14,1947,923+6,271+79%$1.1M$1.7M+$638.0K2026-10-26
MTM Investment Management, LLC
UNCHANGED14,15714,15700%$2.0M$1.7M-$274.6K2026-10-30
Providence Wealth Advisors, LLC
INCREASED14,15514,077+78+1%$1.7M$1.7M-$51.2K2026-10-29
Nfsg Corp
DECREASED14,10026,589-12,489-47%$3.7M$1.7M-$2.0M2026-10-15
Caldwell Trust Co
DECREASED14,06814,123-550%$2.0M$1.7M-$280.6K2026-10-30
Silphium Asset Management Ltd
DECREASED14,05515,830-1,775-11%$2.2M$1.7M-$520.5K2026-10-27
Clarus Group, Inc.
INCREASED14,05113,785+266+2%$1.9M$1.7M-$235.4K2026-10-21
Fort Washington Investment Advisors Inc
DECREASED14,02714,222-195-1%$2.0M$1.7M-$299.4K2026-10-15
Syntax Research, Inc.
UNCHANGED14,00014,00000%$2.0M$1.7M-$271.6K2026-11-04
Annex Advisory Services, LLC
INCREASED13,9736,781+7,192+106%$946.8K$1.7M+$733.1K2026-10-16
OceanIQ Capital, LLC
INCREASED13,9112,393+11,518+481%$233.8K$1.4M+$1.2M2026-10-19
Income Insurance Ltd
UNCHANGED13,88213,88200%$1.9M$1.7M-$269.3K2026-10-21
SP Asset Management LLC
INCREASED13,86513,859+6+0%$1.9M$1.7M-$268.2K2026-11-05
Worthington Financial Partners, LLC
DECREASED13,76813,953-185-1%$1.9M$1.7M-$292.9K2026-10-13
Deseret Mutual Benefit Administrators
DECREASED13,68923,895-10,206-43%$3.3M$1.6M-$1.7M2026-11-04
Appleton Partners Inc
DECREASED13,63413,751-117-1%$1.9M$1.6M-$281.0K2026-10-30
Clark & Stuart, Inc
DECREASED13,63213,732-100-1%$1.9M$1.6M-$278.4K2026-10-14
Plimoth Trust Co LLC
INCREASED13,5955,895+7,700+131%$823.1K$1.6M+$811.4K2026-10-26
Signal Advisors Wealth, LLC
DECREASED13,56821,865-8,297-38%$3.1M$1.6M-$1.4M2026-10-13
Curat Global, LLC
INCREASED13,5613,831+9,730+254%$1.2M$1.6M+$403.6K2026-10-26
Bell Bank
INCREASED13,53513,470+65+0%$1.9M$1.6M-$253.5K2026-10-21
Gryphon Financial Partners LLC
INCREASED13,44512,541+904+7%$1.8M$1.6M-$134.6K2026-11-04
Burns J W & Co Inc
INCREASED13,40013,201+199+2%$1.8M$1.6M-$232.2K2026-10-20
Advisory Resource Group
INCREASED13,35413,330+24+0%$1.9M$1.6M-$255.7K2026-10-26
Carret Asset Management, LLC
DECREASED13,30813,624-316-2%$1.9M$1.6M-$302.3K2026-11-04
Moss Adams Wealth Advisors LLC
DECREASED13,30016,665-3,365-20%$2.3M$1.6M-$727.9K2026-10-28
Summit Wealth Group LLC / Co
INCREASED13,16910,251+2,918+28%$1.4M$1.6M+$152.0K2026-10-29
Investment Partners, Ltd.
INCREASED13,1438,795+4,348+49%$1.2M$1.6M+$352.1K2026-10-29
Sepio Capital, LP
DECREASED13,13915,404-2,265-15%$2.2M$1.6M-$571.2K2026-10-22
SYM Financial Corp
INCREASED13,13611,153+1,983+18%$1.6M$1.6M+$22.1K2026-10-26
Syverson Strege & Co
DECREASED13,09914,141-1,042-7%$2.0M$1.6M-$399.6K2026-11-02
Davidson Trust Co
UNCHANGED13,06113,06100%$1.8M$1.6M-$253.4K2026-10-09
Argonautica Private Wealth Management, Inc
UNCHANGED13,00013,00000%$1.8M$1.6M-$252.2K2026-11-02
Corepath Wealth Partners LLC
UNCHANGED12,94812,94800%$1.4M$1.5M+$37.3K2026-10-21
Optimas Capital Ltd
NEW12,900—+12,900——$1.6M—2026-11-03
Golden Reserve Retirement LLC
INCREASED12,8618,133+4,728+58%$1.1M$1.5M+$410.6K2026-11-02
S.A. Mason LLC
DECREASED12,83812,892-540%$1.8M$1.5M-$256.6K2026-10-13
First Heartland Consultants, Inc.
INCREASED12,81610,077+2,739+27%$1.4M$1.5M+$133.8K2026-10-08
Abel Hall, LLC
INCREASED12,77612,669+107+1%$1.8M$1.5M-$232.9K2026-10-19
Cassaday & Co Wealth Management LLC
INCREASED12,76612,761+5+0%$1.8M$1.5M-$247.0K2026-10-27
Grant Private Wealth Management Inc
DECREASED12,76515,078-2,313-15%$2.1M$1.5M-$570.6K2026-10-19
Intrua Financial, LLC
DECREASED12,74313,960-1,217-9%$1.9M$1.5M-$417.2K2026-10-28
Weaver Capital Management LLC
NEW12,701—+12,701——$1.5M—2026-10-15
Linden Rose Investment LLC
NEW12,700—+12,700——$1.5M—2026-11-03
Southern Financial Group, LLC
DECREASED12,57812,637-590%$1.8M$1.5M-$252.3K2026-10-30
Greenspring Advisors, LLC
INCREASED12,5726,051+6,521+108%$844.9K$1.5M+$666.5K2026-11-05
Integrity Wealth Partners, LLC
NEW12,555—+12,555——$1.5M—2026-10-14
Aviance Capital Partners, LLC
INCREASED12,4169,695+2,721+28%$1.4M$1.5M+$139.1K2026-10-29
Iron Financial LLC
INCREASED12,36612,360+6+0%$1.7M$1.5M-$239.1K2026-10-23
Ipswich Investment Management Co., Inc.
DECREASED12,34612,426-80-1%$1.7M$1.5M-$250.7K2026-10-13
Tactive Advisors, LLC
INCREASED12,3417,544+4,797+64%$1.1M$1.5M+$430.4K2026-10-08
Aprio Wealth Management, LLC
DECREASED12,33012,996-666-5%$1.8M$1.5M-$332.1K2026-10-28
Lodestone Wealth Management LLC
DECREASED12,31312,345-320%$1.7M$1.5M-$243.4K2026-10-14
Bill Few Associates, Inc.
DECREASED12,21412,364-150-1%$1.7M$1.5M-$257.9K2026-10-09
Welch Group, LLC
INCREASED12,14211,284+858+8%$1.6M$1.5M-$115.8K2026-10-29
Vision Capital Management, Inc.
DECREASED12,09013,031-941-7%$1.8M$1.5M-$365.9K2026-10-20
Q Fund Management (Hong Kong) Ltd
DECREASED12,030116,840-104,810-90%$16.3M$1.4M-$14.9M2026-10-14
AGH Wealth Advisors, LLC
DECREASED11,99513,381-1,386-10%$1.9M$1.4M-$426.2K2026-10-26
Sava Infond d.o.o.
INCREASED11,9005,900+6,000+102%$823.8K$1.4M+$606.9K2026-10-28
CLG LLC
DECREASED11,90012,066-166-1%$1.7M$1.4M-$254.0K2026-10-13
Cambridge Advisors Inc.
INCREASED11,87511,780+95+1%$1.6M$1.4M-$217.1K2026-10-19
Waycross Partners, LLC
NEW11,870—+11,870——$1.4M—2026-11-03
Enzi Wealth
DECREASED11,86911,877-80%$1.3M$1.2M-$59.6K2026-10-14
Bison Wealth, LLC
INCREASED11,85210,913+939+9%$1.3M$1.2M-$132.4K2026-10-13
Corps Capital Advisors, LLC
UNCHANGED11,80911,80900%$1.6M$1.4M-$229.1K2026-11-05
Carnegie Investment Counsel
INCREASED11,7949,572+2,222+23%$1.3M$1.4M+$81.5K2026-10-20
Absolute Capital Management, LLC
DECREASED11,77711,781-40%$1.6M$1.4M-$229.0K2026-10-16
Texas Bank & Trust Co
INCREASED11,64810,358+1,290+12%$1.4M$1.4M-$45.8K2026-11-04
General Partner, Inc.
UNCHANGED11,61611,61600%$1.6M$1.4M-$225.4K2026-10-05
LFG Wealth Partners, LLC
NEW11,606—+11,606——$1.4M—2026-10-28
ANB Bank
DECREASED11,60215,758-4,156-26%$2.2M$1.4M-$805.4K2026-10-09
Westbourne Investment Advisors, Inc.
UNCHANGED11,58911,58900%$1.6M$1.4M-$224.8K2026-10-20
Allegiance Financial Group Advisory Services LLC
INCREASED11,5337,934+3,599+45%$1.1M$1.4M+$278.8K2026-11-02
Sterling Investment Advisors, Ltd.
DECREASED11,51913,451-1,932-14%$1.9M$1.4M-$493.2K2026-10-27
Strategic Advisors LLC
INCREASED11,4878,637+2,850+33%$1.2M$1.4M+$175.1K2026-10-13
Central Pacific Bank - Trust Division
INCREASED11,4867,427+4,059+55%$1.0M$1.4M+$343.9K2026-10-06
North Forty Two & Co.
DECREASED11,48411,634-150-1%$1.6M$1.4M-$243.7K2026-10-19
Avantax Planning Partners, Inc.
DECREASED11,47913,283-1,804-14%$1.9M$1.4M-$474.6K2026-11-03
Independent Solutions Wealth Management, LLC
UNCHANGED11,44911,44900%$1.6M$1.4M-$222.1K2026-10-28
Childress Capital Advisors, LLC
DECREASED11,43311,789-356-3%$1.6M$1.4M-$271.5K2026-10-28
StoneRidge PMG Advisors, LLC
NEW11,432—+11,432——$1.4M—2026-11-04
Carter Financial Group, Inc.
DECREASED11,42011,562-142-1%$1.6M$1.4M-$241.4K2026-10-21
Western Financial Corp
DECREASED11,402127,847-116,445-91%$17.9M$1.4M-$16.5M2026-10-14
QTR Family Wealth, LLC
DECREASED11,39312,391-998-8%$1.7M$1.4M-$360.4K2026-11-02
Adkins Seale Capital Management LLC
UNCHANGED11,39111,39100%$1.6M$1.4M-$221.0K2026-10-27
Mitchell Sinkler & Starr
UNCHANGED11,36311,36300%$1.6M$1.4M-$220.4K2026-10-13
Shrier Wealth Management, LLC
INCREASED11,35011,307+43+0%$1.6M$1.4M-$214.2K2026-10-20
Midwest Professional Planners, Ltd.
NEW11,334—+11,334——$1.4M—2026-10-29
Sage Private Wealth Group, LLC
DECREASED11,29813,315-2,017-15%$1.9M$1.4M-$500.8K2026-10-21
Madrona Financial Services, LLC
INCREASED11,2942,473+8,821+357%$345.3K$1.4M+$1.0M2026-10-23
VUB Generali dochodkova spravcovska spolocnost, a.s.
INCREASED11,28910,706+583+5%$1.5M$1.4M-$137.6K2026-10-26
New Hampshire Trust
INCREASED11,2885,274+6,014+114%$736.4K$1.4M+$620.7K2026-10-20
Harvey Investment Co LLC
DECREASED11,27414,774-3,500-24%$2.1M$1.4K-$2.1M2026-10-20
Nilsine Partners, LLC
DECREASED11,27411,438-164-1%$1.6M$1.4M-$241.6K2026-11-02
Beacon Financial Group
INCREASED11,20110,026+1,175+12%$1.4M$1.3M-$53.2K2026-10-19
Alpine Bank Wealth Management
UNCHANGED11,20011,20000%$1.6M$1.3M-$217.3K2026-10-16
Sun Group Wealth Partners
INCREASED11,19310,349+844+8%$1.4M$1.3M-$99.3K2026-10-26
Horizon Wealth Management, LLC
UNCHANGED11,16111,16100%$1.6M$1.3M-$216.5K2026-11-02
Aries Wealth Management
UNCHANGED11,13111,13100%$1.6M$1.3M-$215.9K2026-10-23
Regent Peak Wealth Advisors LLC
DECREASED11,10312,498-1,395-11%$1.7M$1.3M-$410.4K2026-10-13
Cobblestone Asset Management LLC
DECREASED11,00111,401-400-4%$1.6M$1.3M-$269.3K2026-10-13
Pension & Wealth Management Advisors, Inc.
INCREASED10,9431,696+9,247+545%$236.8K$1.3M+$1.1M2026-10-16
Concord Asset Management, LLC
DECREASED10,93812,982-2,044-16%$1.8M$1.3M-$497.6K2026-11-02
Donoghue Forlines LLC
DECREASED10,82536,630-25,805-70%$5.1M$1.3M-$3.8M2026-11-02
Winthrop Advisory Group LLC
INCREASED10,8164,046+6,770+167%$565.0K$1.3M+$735.5K2026-10-22
Hengehold Capital Management LLC
DECREASED10,75310,857-104-1%$1.5M$1.3M-$223.1K2026-10-16
Seelaus Asset Management LLC
DECREASED10,74211,361-619-5%$1.6M$1.3M-$294.8K2026-10-14
Old Peak Finance LLC
INCREASED10,68510,574+111+1%$1.5M$1.3M-$191.8K2026-11-02
Fortem Financial Group, LLC
DECREASED10,68310,791-108-1%$1.5M$1.3M-$222.3K2026-10-20
Riversedge Advisors, LLC
INCREASED10,6107,149+3,461+48%$998.2K$1.3M+$277.4K2026-10-09
SmartHarvest Portfolios, LLC
INCREASED10,5379,806+731+7%$1.4M$1.3M-$102.3K2026-10-26
Columbia Asset Management
DECREASED10,53613,411-2,875-21%$1.9M$1.3M-$605.8K2026-10-19
Adell Harriman & Carpenter Inc
INCREASED10,5369,962+574+6%$1.4M$1.3M-$124.3K2026-11-02
Focus Financial Network, Inc.
DECREASED10,51420,585-10,071-49%$2.9M$1.3M-$1.6M2026-10-14
United Advisor Group, LLC
DECREASED10,51214,025-3,513-25%$2.0M$1.3M-$694.5K2026-11-03
Gradient Investments LLC
INCREASED10,4576,826+3,631+53%$953.1K$1.3M+$304.2K2026-10-08
Legacy Wealth Management, LLC / MS
INCREASED10,45610,444+12+0%$1.5M$1.3M-$201.2K2026-10-30
Cornerstone Enterprises, LLC
INCREASED10,4134,346+6,067+140%$606.8K$1.3M+$645.1K2026-10-15
Eclectic Associates Inc
DECREASED10,41011,055-645-6%$1.5M$1.3M-$292.0K2026-10-09
Opinicus Capital, Inc.
INCREASED10,40110,121+280+3%$1.4M$1.3M-$162.7K2026-10-28
Richwood Investment Advisors, LLC
INCREASED10,39210,376+16+0%$1.4M$1.2M-$199.4K2026-10-30
Reynders McVeigh Capital Management, LLC
DECREASED10,39110,455-64-1%$1.5M$1.2M-$210.7K2026-10-30
55 North Private Wealth, LLC
DECREASED10,38110,586-205-2%$1.5M$1.2M-$230.0K2026-10-20
Moody National Bank Trust Division
DECREASED10,33911,043-704-6%$1.5M$1.2M-$298.9K2026-10-06
J.Safra Asset Management Corp
INCREASED10,3049,561+743+8%$1.3M$1.2M-$96.2K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED10,2607,803+2,457+31%$1.1M$1.2M+$148.5K2026-10-13
Evansbrook LLC
DECREASED10,16510,170-50%$1.4M$1.2M-$197.9K2026-10-16
Enterprise Financial Services Corp
DECREASED10,07410,267-193-2%$1.4M$1.2M-$222.4K2026-11-03
Atlas Private Wealth Advisors
DECREASED10,02310,953-930-8%$1.5M$1.2M-$324.3K2026-10-23
Armstrong Advisory Group, Inc
UNCHANGED9,9969,99600%$1.4M$1.2M-$193.9K2026-10-09
Breakwater Capital Group
INCREASED9,9929,954+38+0%$1.4M$1.2M-$188.4K2026-10-09
3Chopt Investment Partners, LLC
INCREASED9,9898,091+1,898+23%$1.1M$1.2M+$71.2K2026-10-30
Pinkerton Wealth, LLC
NEW9,987—+9,987——$1.2M—2026-10-29
XXI Wealth, LLC
INCREASED9,9879,140+847+9%$1.3M$1.2M-$75.5K2026-10-22
Flagship Harbor Advisors, LLC
INCREASED9,9507,850+2,100+27%$1.1M$1.2M+$100.2K2026-10-26
LJI Wealth Management, LLC
INCREASED9,9479,788+159+2%$1.4M$1.2M-$170.8K2026-10-28
American National Bank & Trust
INCREASED9,9439,716+227+2%$1.4M$1.2M-$161.2K2026-10-07
Creative Financial Designs Inc
DECREASED9,91810,202-284-3%$1.4M$1.2M-$232.1K2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED9,8757,041+2,834+40%$983.1K$1.2M+$204.1K2026-10-07
W Advisors, LLC
DECREASED9,8569,857-10%$1.4M$1.2M-$191.2K2026-11-02
Hanseatic Management Services Inc
INCREASED9,8549,487+367+4%$1.3M$1.2M-$139.9K2026-10-27
Occidental Asset Management, LLC
INCREASED9,8268,774+1,052+12%$1.2M$1.2M-$43.7K2026-11-05
Anchyra Partners LLC
DECREASED9,8089,817-90%$1.4M$1.2M-$191.5K2026-10-13
Whalen Wealth Management Inc.
DECREASED9,71510,841-1,126-10%$1.5M$1.2M-$345.7K2026-10-08
Shepherd Financial Partners LLC
INCREASED9,7159,576+139+1%$1.3M$1.2M-$169.1K2026-11-03
Investment Research Partners LLC
DECREASED9,7119,970-259-3%$1.4M$1.2M-$224.6K2026-10-19
Foster Group, Inc.
INCREASED9,6989,663+35+0%$1.3M$1.2M-$183.2K2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED9,6979,623+74+1%$1.3M$1.2M-$177.8K2026-10-19
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED9,6679,66700%$1.3M$1.2M-$187.5K2026-11-03
Quadrant Private Wealth Management, LLC
NEW9,587—+9,587——$1.2M—2026-11-04
Noesis Capital Mangement Corp
NEW9,556—+9,556——$1.1M—2026-10-26
MBA Advisors LLC
DECREASED9,54810,494-946-9%$1.5M$1.1M-$317.3K2026-10-29
Jacobsen Capital Management
INCREASED9,5447,825+1,719+22%$1.1M$1.1M+$54.9K2026-10-27
Ariose Capital Management Ltd
INCREASED9,5007,542+1,958+26%$1.1M$1.1M+$89.1K2026-11-02
Fermata Advisors, LLC
INCREASED9,4978,455+1,042+12%$1.2M$1.1M-$38.7K2026-10-13
Richard C. Young & Co., Ltd.
DECREASED9,4799,528-49-1%$1.3M$1.1M-$190.8K2026-11-04
Tannin Capital LLC
INCREASED9,4759,092+383+4%$1.3M$1.1M-$130.3K2026-11-05
Armbruster Capital Management, Inc.
UNCHANGED9,4659,46500%$1.3M$1.1M-$183.6K2026-10-19
Matisse Capital
DECREASED9,4449,524-80-1%$1.3M$1.1M-$194.4K2026-10-29
Charles Schwab Trust Co
INCREASED9,4188,738+680+8%$1.2M$1.1M-$87.8K2026-10-15
Worth Asset Management, LLC
DECREASED9,41126,296-16,885-64%$3.7M$1.1M-$2.5M2026-10-07
CenterStar Asset Management, LLC
NEW9,385—+9,385——$1.1M—2026-10-09
Helium Advisors LLC
DECREASED9,3819,696-315-3%$1.4M$1.1M-$226.0K2026-10-23
Canopy Partners, LLC
INCREASED9,3709,294+76+1%$1.3M$1.1M-$171.2K2026-10-28
AdvisorNet Financial, Inc
DECREASED9,3449,474-130-1%$1.3M$916.9K-$406.0K2026-10-15
Root Financial Partners, LLC
INCREASED9,3317,888+1,443+18%$1.1M$1.1M+$20.5K2026-10-21
Syntegra Private Wealth Group, LLC
INCREASED9,3056,510+2,795+43%$909.0K$1.1M+$209.8K2026-10-13
Traynor Capital Management, Inc.
INCREASED9,2838,409+874+10%$1.2M$1.1M-$58.1K2026-10-29
BAR Harbor Wealth Management
UNCHANGED9,2469,24600%$1.3M$1.1M-$179.4K2026-10-21
Beacon Financial Advisory LLC
INCREASED9,2018,486+715+8%$1.2M$1.1M-$78.7K2026-10-16
Sunpointe, LLC
INCREASED9,1985,151+4,047+79%$719.2K$1.1M+$386.6K2026-10-22
T3 Companies, LLC
INCREASED9,1854,787+4,398+92%$668.4K$1.1M+$435.9K2026-10-22
Symmetry Partners, LLC
INCREASED9,1648,738+426+5%$1.2M$1.1M-$118.3K2026-10-27
Broadway Wealth Solutions, Inc.
INCREASED9,1608,796+364+4%$1.2M$1.1M-$126.9K2026-10-21
Vertrix Wealth Management, LLC
DECREASED9,07021,174-12,104-57%$3.0M$1.1M-$1.9M2026-10-13
Smith Salley Wealth Management
INCREASED9,0593,442+5,617+163%$480.6K$1.1M+$608.6K2026-11-03
Visionary Wealth Advisors
DECREASED9,0499,151-102-1%$1.3M$1.1M-$189.8K2026-11-04
KPP Advisory Services LLC
INCREASED9,0446,431+2,613+41%$898.0K$1.1M+$189.4K2026-10-26
Moody Lynn Lieberson & Walker, LLC
DECREASED9,0209,110-90-1%$1.3M$1.1M-$187.6K2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED8,97210,886-1,914-18%$1.5M$1.1M-$441.2K2026-10-14
SS&H Financial Advisors, Inc.
UNCHANGED8,9558,95500%$1.3M$1.1M-$173.0K2026-10-28
Guardian Partners Inc.
INCREASED8,950600+8,350+1392%$83.8K$1.1M+$992.3K2026-10-21
Virtue Capital Management, LLC
INCREASED8,9146,721+2,193+33%$938.5K$1.1M+$133.3K2026-10-29
ZWJ Investment Counsel Inc
INCREASED8,9008,225+675+8%$1.1M$1.1M-$78.4K2026-10-15
Impact Capital Partners LLC
DECREASED8,8809,467-587-6%$1.3M$1.1M-$254.2K2026-10-22
Kelleher Financial Advisors
DECREASED8,85212,721-3,869-30%$1.8M$1.1M-$711.9K2026-10-30
Aafmaa Wealth Management & Trust LLC
INCREASED8,8418,643+198+2%$1.2M$1.1M-$143.9K2026-10-14
Arrow Financial Corp
UNCHANGED8,8358,83500%$1.2M$1.1M-$171.4K2026-10-26
Seven Mile Advisory
DECREASED8,8349,442-608-6%$1.3M$1.1M-$256.3K2026-10-22
Magnus Financial Group LLC
INCREASED8,8327,689+1,143+15%$1.1M$1.1M-$11.7K2026-10-21
Rose Capital Advisors LLC
INCREASED8,7831,798+6,985+388%$251.0K$1.1M+$805.0K2026-11-04
Washington Trust Bank
DECREASED8,7549,053-299-3%$1.3M$1.1M-$211.6K2026-11-03
Ejmk Ventures LLC
INCREASED8,7288,221+507+6%$1.1M$1.0M-$98.5K2026-10-21
Essential Partners LLC
INCREASED8,7198,051+668+8%$1.1M$1.0M-$75.9K2026-10-14
Capital Asset Advisory Services LLC
DECREASED8,69913,091-4,392-34%$1.8M$743.7K-$1.1M2026-10-30
TCV Trust & Wealth Management, Inc.
INCREASED8,6938,586+107+1%$1.2M$1.0M-$153.7K2026-10-16
Silvia Mccoll Wealth Management, LLC
UNCHANGED8,6908,69000%$1.2M$1.0M-$168.6K2026-10-07
City State Bank
DECREASED8,6608,878-218-2%$1.2M$1.0M-$198.4K2026-10-20
One Plus One Wealth Management, LLC
UNCHANGED8,6318,63100%$1.2M$1.0M-$167.4K2026-10-16
Accredited Investors Inc.
INCREASED8,6255,956+2,669+45%$831.7K$1.0M+$205.4K2026-11-03
LCM Capital Management Inc
DECREASED8,6218,650-290%$1.2M$1.0M-$171.3K2026-10-20
MSH Capital Advisors LLC
INCREASED8,6124,057+4,555+112%$566.5K$1.0M+$467.9K2026-11-03
Chapin Davis, Inc.
INCREASED8,5248,473+51+1%$1.2M$1.0M-$158.2K2026-10-09
DCF Advisers, LLC
DECREASED8,50028,500-20,000-70%$4.0M$1.0M-$3.0M2026-11-04
Balefire, LLC
INCREASED8,5007,477+1,023+14%$1.0M$1.0M-$22.1K2026-10-09
Hall Laurie J Trustee
UNCHANGED8,5008,50000%$1.2M$1.0M-$164.9K2026-10-06
HBW Advisory Services LLC
INCREASED8,4807,835+645+8%$1.1M$1.0M-$74.5K2026-10-15
Quadcap Wealth Management, LLC
INCREASED8,4738,435+38+0%$1.2M$1.0M-$159.1K2026-11-02
Cove Private Wealth, LLC
INCREASED8,4478,433+14+0%$1.2M$1.0M-$161.9K2026-10-28
Citizens National Bank Trust Department
UNCHANGED8,4308,43000%$1.2M$1.0M-$163.5K2026-11-04
Founders Grove Wealth Partners, LLC
INCREASED8,3857,089+1,296+18%$989.8K$1.0M+$18.3K2026-10-16
Portside Wealth Group, LLC
INCREASED8,3408,096+244+3%$1.1M$1.0M-$127.7K2026-10-20
Chatham Capital Group, Inc.
INCREASED8,3365,336+3,000+56%$745.1K$1.0M+$257.2K2026-10-16
Tred Avon Family Wealth, LLC
DECREASED8,3188,716-398-5%$1.2M$1.0M-$216.9K2026-10-20
Biltmore Family Office, LLC
UNCHANGED8,2808,28000%$1.2M$995.5K-$160.6K2026-11-03
Founders Capital Management, LLC
DECREASED8,2508,260-100%$1.2M$991.9K-$161.4K2026-10-23
Franklin Street Advisors Inc
INCREASED8,2334,988+3,245+65%$696.5K$989.9K+$293.4K2026-10-13
Mindset Wealth Management, LLC
DECREASED8,2269,047-821-9%$1.3M$989.0K-$274.2K2026-10-19
Benin Management Corp
DECREASED8,2168,736-520-6%$1.2M$987.8K-$232.0K2026-10-22
Hummer Financial Advisory Services Inc
UNCHANGED8,1758,17500%$1.1M$982.9K-$158.6K2026-10-09
Inman Jager Wealth Management, LLC
UNCHANGED8,1498,14900%$1.1M$979.8K-$158.1K2026-11-05
FCG Investment Co
NEW8,142—+8,142——$978.9K—2026-10-13
Verus Capital Partners, LLC
INCREASED8,1247,824+300+4%$1.1M$976.8K-$115.7K2026-11-03
Parr Mcknight Wealth Management Group, LLC
DECREASED8,1218,137-160%$1.1M$976.4K-$159.8K2026-10-30
Wagner Wealth Management, LLC
INCREASED8,1207,450+670+9%$1.0M$976.2K-$64.0K2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED8,1105,870+2,240+38%$819.6K$975.1K+$155.5K2026-10-29
Mountain Pacific Investment Advisers LLC
UNCHANGED8,0968,09600%$1.1M$973.4K-$157.1K2026-10-29
Successful Portfolios LLC
UNCHANGED8,0768,07600%$898.7K$943.3K+$44.6K2026-10-09
1900 Wealth Management LLC
INCREASED8,0672,651+5,416+204%$370.2K$970.0K+$599.8K2026-10-13
Bullock Wealth Management Group
DECREASED8,0608,128-68-1%$1.0M$967.2K-$65.2K2026-10-09
Kestra Investment Management, LLC
INCREASED8,0277,828+199+3%$1.1M$965.1K-$127.9K2026-11-04
Cardinal Capital Management
DECREASED8,0188,123-105-1%$1.1M$964.0K-$170.2K2026-10-21
Cadinha & Co LLC
DECREASED8,0068,256-250-3%$1.2M$962.6K-$190.2K2026-10-22
Eagle Rock Investment Company, LLC
UNCHANGED8,0008,00000%$1.1M$961.8K-$155.2K2026-10-21
Partnership Wealth Management, LLC
UNCHANGED8,0008,00000%$1.1M$961.8K-$155.2K2026-10-05
Tritonpoint Wealth, LLC
INCREASED7,9796,434+1,545+24%$898.4K$959.3K+$60.9K2026-10-19
Claro Advisors Inc.
INCREASED7,9666,695+1,271+19%$934.9K$957.7K+$22.8K2026-11-02
Herold Advisors, Inc.
INCREASED7,9417,541+400+5%$1.1M$954.8K-$100.2K2026-10-19
Colonial River Investments, LLC
INCREASED7,8953,105+4,790+154%$433.6K$949.2K+$515.7K2026-10-19
Howard Capital Management Group, LLC
INCREASED7,8927,393+499+7%$1.0M$949.0K-$83.3K2026-10-16
Tower View Wealth Management LLC
NEW7,889—+7,889——$948.5K—2026-10-23
Physician Wealth Advisors, Inc.
INCREASED7,8857,681+204+3%$1.1M$948.0K-$124.5K2026-10-20
Ullmann Wealth Partners Group, LLC
INCREASED7,8847,668+216+3%$1.1M$947.9K-$122.8K2026-11-02
Ridgecrest Wealth Partners, LLC
DECREASED7,8768,009-133-2%$1.1M$946.9K-$171.4K2026-10-19
TMB Capital Partners, LLC
INCREASED7,8727,849+23+0%$1.1M$946.5K-$149.5K2026-10-20
May Hill Capital, LLC
INCREASED7,8497,627+222+3%$1.1M$943.7K-$121.3K2026-11-03
Brown, Lisle Ings, Inc.
DECREASED7,8487,963-115-1%$1.1M$943.6K-$168.3K2026-10-16
Verum Partners LLC
DECREASED7,8397,892-53-1%$1.1M$942.5K-$159.5K2026-10-21
Patrick M Sweeney & Associates, Inc
INCREASED7,8357,695+140+2%$1.1M$942.0K-$132.4K2026-10-22
Cypress Wealth Services, LLC
INCREASED7,8317,516+315+4%$1.0M$881.0K-$168.5K2026-10-21
Integrated Advisors Network LLC
DECREASED7,8248,141-317-4%$1.1M$940.7K-$196.0K2026-10-20
Asset Advisory Group, Inc.
UNCHANGED7,8247,82400%$1.1M$940.7K-$151.8K2026-10-20
Capital Advisors Wealth Management, LLC
DECREASED7,8137,946-133-2%$1.1M$939.3K-$170.1K2026-10-09
Essex Bank
DECREASED7,79110,029-2,238-22%$1.4M$936.7K-$463.6K2026-10-16
Klein Pavlis & Peasley Financial, Inc.
INCREASED7,7917,770+21+0%$1.1M$936.7K-$148.2K2026-10-13
Tempus Wealth Planning, LLC
UNCHANGED7,7477,74700%$1.1M$931.5K-$150.3K2026-10-14
Gradient Capital Advisors, LLC
DECREASED7,7457,938-193-2%$1.1M$931.2K-$177.2K2026-10-21
Fiduciary Financial Group, LLC
DECREASED7,7378,223-486-6%$1.1M$930.2K-$218.0K2026-10-13
Provenance Wealth Advisors, LLC
INCREASED7,694580+7,114+1227%$81.0K$925.1K+$844.1K2026-10-30
Defined Wealth Management, LLC
INCREASED7,6917,673+18+0%$1.1M$924.7K-$146.7K2026-10-19
Prevail Innovative Wealth Advisors, LLC
INCREASED7,6711,762+5,909+335%$246.0K$867.8K+$621.8K2026-10-20
Whitener Capital Management, Inc.
INCREASED7,6587,533+125+2%$1.1M$920.7K-$131.1K2026-10-15
Brucke Financial, Inc.
INCREASED7,6217,103+518+7%$991.8K$916.3K-$75.5K2026-10-23
Golden State Wealth Management, LLC
INCREASED7,6004,383+3,217+73%$612.1K$913.8K+$301.7K2026-11-02
Affinity Capital Advisors, LLC
DECREASED7,5918,549-958-11%$1.0M$794.7K-$249.9K2026-10-13
Tennessee Valley Asset Management Partners
DECREASED7,5617,661-100-1%$1.1M$909.1K-$160.6K2026-11-03
New Covenant Trust Company, N.A.
INCREASED7,5596,995+564+8%$976.7K$908.8K-$67.9K2026-10-08
Quantum Financial Advisors, LLC
DECREASED7,5567,709-153-2%$1.1M$908.5K-$168.0K2026-11-03
Cooper S Advisors, LLC
INCREASED7,5266,604+922+14%$922.1K$904.8K-$17.3K2026-11-03
First Community Trust NA
DECREASED7,4577,552-95-1%$1.1M$896.6K-$157.9K2026-10-07
BayBridge Capital Group, LLC
INCREASED7,4375,423+2,014+37%$757.2K$894.2K+$137.0K2026-10-13
Financial Security Advisor, Inc.
DECREASED7,4368,196-760-9%$1.1M$894.0K-$250.4K2026-11-03
Thompson Investment Management, Inc.
DECREASED7,4057,414-90%$1.0M$890.3K-$144.9K2026-10-14
Ameliora Wealth Management Ltd.
INCREASED7,3727,300+72+1%$1.0M$886.3K-$133.0K2026-10-23
LaFleur & Godfrey LLC
DECREASED7,3497,410-61-1%$1.0M$883.6K-$151.1K2026-10-27
Pinnacle Bancorp, Inc.
DECREASED7,3377,367-300%$1.0M$882.1K-$146.5K2026-10-21
WBH Advisory Inc
INCREASED7,3317,056+275+4%$985.2K$881.4K-$103.8K2026-11-05
StoryOne LLC
INCREASED7,3123,616+3,696+102%$504.9K$879.1K+$374.2K2026-10-13
Revisor Wealth Management LLC
NEW7,311—+7,311——$731.3K—2026-10-20
Alkeme Wealth, LLC
DECREASED7,2857,354-69-1%$1.0M$875.8K-$151.0K2026-10-08
CMG Global Holdings, LLC
DECREASED7,2557,325-70-1%$1.0M$872.3K-$150.5K2026-10-14
Triumph Capital Management
INCREASED7,2237,026+197+3%$981.0K$868.4K-$112.6K2026-10-14
Towerpoint Wealth, LLC
INCREASED7,2125,607+1,605+29%$782.9K$867.1K+$84.2K2026-10-13
Horst & Graben Wealth Management LLC
INCREASED7,2016,344+857+14%$805.8K$865.8K+$60.0K2026-11-02
Crescent Grove Advisors, LLC
INCREASED7,1806,970+210+3%$973.2K$863.3K-$110.0K2026-10-21
Alliance Wealth Advisors, LLC
UNCHANGED7,1707,17000%$1.0M$862.1K-$139.1K2026-10-14
Net Worth Advisory Group
NEW7,162—+7,162——$859.4K—2026-10-20
Nixon Peabody Trust Co
INCREASED7,1596,835+324+5%$954.4K$860.7K-$93.7K2026-10-23
Demars Financial Group, LLC
INCREASED7,1486,805+343+5%$950.2K$859.4K-$90.8K2026-10-22
TBH Global Asset Management, LLC
INCREASED7,1427,003+139+2%$977.8K$858.6K-$119.1K2026-11-03
Weil Company, Inc.
INCREASED7,1146,540+574+9%$913.1K$855.3K-$57.8K2026-10-14
Intesa Sanpaolo Wealth Management
DECREASED7,0889,088-2,000-22%$1.3M$852.2K-$416.8K2026-10-28
Avail Investment Partners, LLC
INCREASED7,0886,680+408+6%$932.7K$852.2K-$80.5K2026-10-16
First Bancorp, Inc
DECREASED7,0817,889-808-10%$1.1M$851.3K-$250.2K2026-10-26
Rise Advisors, LLC
INCREASED7,0616,694+367+5%$934.6K$848.9K-$85.7K2026-10-16
Finward Bancorp
DECREASED7,0547,854-800-10%$1.1M$848.1K-$248.6K2026-10-14
Boltwood Capital Management
INCREASED7,0257,000+25+0%$977.4K$844.6K-$132.8K2026-10-02
Kaufman Rossin Wealth, LLC
INCREASED7,0235,538+1,485+27%$623.3K$844.4K+$221.1K2026-10-19
Centennial Wealth Advisory LLC
INCREASED7,0026,629+373+6%$925.6K$841.9K-$83.7K2026-10-16
SBK Financial, Inc.
UNCHANGED7,0007,00000%$977.4K$841.6K-$135.8K2026-11-02
WoodTrust Financial Corp
INCREASED6,9585,958+1,000+17%$832.0K$837-$831.2K2026-10-09
Hofer & Associates. Inc
NEW6,913—+6,913——$831.1K—2026-10-13
RED Crane Wealth Management, LLC
DECREASED6,9137,004-91-1%$977.9K$831.1K-$146.8K2026-10-14
Trinity Financial Advisors LLC
UNCHANGED6,8996,89900%$963.2K$829.4K-$133.8K2026-10-09
Selective Wealth Management, Inc.
INCREASED6,8956,605+290+4%$627.7K$657.6K+$29.9K2026-10-16
Townsend & Associates, Inc
INCREASED6,8876,800+87+1%$660.0K$618.8K-$41.2K2026-10-23
BKM Wealth Management, LLC
INCREASED6,8845,984+900+15%$835.5K$827.7K-$7.9K2026-10-22
Weaver Consulting Group
INCREASED6,8786,704+174+3%$936.0K$826.9K-$109.1K2026-10-07
Formidable Asset Management, LLC
DECREASED6,8557,208-353-5%$318.1K$957.2K+$639.1K2026-11-03
First Financial Corp
UNCHANGED6,8506,85000%$956.5K$823.6K-$132.9K2026-10-13
Revolve Wealth Partners, LLC
DECREASED6,8347,030-196-3%$981.6K$821.7K-$159.9K2026-10-23
Financial Management Network Inc
DECREASED6,8276,899-72-1%$655.7K$814.7K+$159.0K2026-10-09
Acorn Wealth Advisors, LLC
INCREASED6,7956,464+331+5%$902.5K$816.9K-$85.6K2026-10-19
Gallacher Capital Management LLC
INCREASED6,7913,664+3,127+85%$511.6K$816.5K+$304.9K2026-10-30
Retirement Planning Group, LLC
INCREASED6,7805,320+1,460+27%$742.8K$815.1K+$72.3K2026-10-19
Hudock, Inc.
DECREASED6,77311,650-4,877-42%$1.6M$814.4K-$812.3K2026-10-14
Summit Securities Group LLC
INCREASED6,761986+5,775+586%$137.7K$812.9K+$675.2K2026-11-05
Valley Wealth Managers, Inc.
UNCHANGED6,7006,70000%$935.5K$805.5K-$130.0K2026-10-09
AGP Franklin, LLC
UNCHANGED6,7006,70000%$935.5K$805.5K-$130.0K2026-11-04
TriaGen Wealth Management LLC
DECREASED6,68717,346-10,659-61%$2.4M$804.0K-$1.6M2026-10-14
Ballast Rock Private Wealth LLC
INCREASED6,6836,608+75+1%$922.7K$803.5K-$119.2K2026-10-26
Hamilton Point Investment Advisors, LLC
DECREASED6,6586,808-150-2%$950.6K$800.5K-$150.1K2026-11-03
Smart Wealth LLC
INCREASED6,6466,407+239+4%$894.6K$799.0K-$95.6K2026-11-04
Levin Capital Strategies, L.P.
DECREASED6,6346,635-10%$926.4K$797.7K-$128.7K2026-11-02
Capital Advantage, Inc.
INCREASED6,6316,583+48+1%$919.1K$797.2K-$121.9K2026-10-14
Arlington Financial Advisors, LLC
DECREASED6,6246,795-171-3%$948.8K$796.4K-$152.4K2026-10-19
Global Assets Advisory, LLC
INCREASED6,6204,945+1,675+34%$630.3K$774.4K+$144.0K2026-10-28
Richardson Financial Services Inc.
INCREASED6,5904,813+1,777+37%$672.0K$792.3K+$120.3K2026-10-30
Ironwood Financial, llc
UNCHANGED6,5856,58500%$679.0K$791.7K+$112.7K2026-10-20
SJS Investment Consulting Inc.
INCREASED6,5472,742+3,805+139%$382.9K$787.1K+$404.3K2026-10-26
Global Financial Private Client, LLC
INCREASED6,5416,486+55+1%$905.6K$786.4K-$119.2K2026-10-15
Fiduciary Alliance LLC
DECREASED6,53216,614-10,082-61%$2.3M$785.3K-$1.5M2026-10-13
Augustine Asset Management Inc
INCREASED6,5285,410+1,118+21%$755.4K$784.9K+$29.5K2026-10-13
Marks Group Wealth Management, Inc
DECREASED6,5096,733-224-3%$940.1K$782.6K-$157.6K2026-11-05
ACT Wealth Management, LLC
DECREASED6,5006,600-100-2%$921.6K$781.5K-$140.1K2026-10-09
Cpwa, LLC
INCREASED6,4904,477+2,013+45%$625.1K$657.8K+$32.7K2026-11-04
Silverlake Wealth Management LLC
INCREASED6,4875,896+591+10%$823.2K$779.9K-$43.3K2026-10-21
Hilltop National Bank
DECREASED6,4866,647-161-2%$928.1K$779.8K-$148.3K2026-10-14
Taylor Financial Group, Inc.
UNCHANGED6,4856,48500%$905.5K$779.7K-$125.8K2026-11-02
Garda Capital Partners LP
DECREASED6,4658,000-1,535-19%$1.1M$777.3K-$339.8K2026-11-04
Titleist Asset Management, LLC
INCREASED6,4626,265+197+3%$874.8K$776.9K-$97.9K2026-10-08
Adelphi Trust Co
DECREASED6,4576,926-469-7%$967.1K$776.3K-$190.8K2026-10-05
Founders Financial Securities LLC
INCREASED6,4546,397+57+1%$893.2K$775.9K-$117.3K2026-10-28
Cogent Strategic Wealth LLC
INCREASED6,4483,676+2,772+75%$513.3K$775.2K+$262.0K2026-10-22
Rockland Trust Co
INCREASED6,4486,405+43+1%$894.3K$775.2K-$119.1K2026-10-05
Apollon Financial, LLC
INCREASED6,4445,595+849+15%$781.2K$774.8K-$6.5K2026-10-23
Peterson Wealth Advisors, LLC
INCREASED6,4266,366+60+1%$888.9K$772.6K-$116.3K2026-10-08
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED6,4206,42000%$896.4K$771.9K-$124.5K2026-11-03
Lazari Capital Management, Inc.
DECREASED6,4126,705-293-4%$936.2K$770.9K-$165.3K2026-10-20
Hickory Point Bank & Trust
DECREASED6,3966,561-165-3%$916.1K$769.0K-$147.1K2026-10-01
Elser Financial Planning, Inc
INCREASED6,3946,297+97+2%$879.2K$768.7K-$110.5K2026-10-16
1834 Investment Advisors Co
INCREASED6,3935,494+899+16%$767.1K$768.7K+$1.6K2026-10-16
Coyle Financial Counsel LLC
DECREASED6,3896,749-360-5%$942.3K$768.1K-$174.2K2026-10-28
First Growth Capital LLC
DECREASED6,35711,023-4,666-42%$1.5M$764.3K-$774.8K2026-10-15
Abacus Wealth Partners, LLC
DECREASED6,3546,781-427-6%$946.8K$763.9K-$182.9K2026-11-03
Salomon & Ludwin, LLC
DECREASED6,3306,900-570-8%$876.4K$761.1K-$115.4K2026-10-29
Blodgett Wealth Advisors, LLC
INCREASED6,3184,473+1,845+41%$624.6K$759.7K+$135.0K2026-10-23
Newman Dignan & Sheerar, Inc.
DECREASED6,3066,313-70%$881.5K$758.2K-$123.3K2026-10-21
RFG Holdings, Inc.
DECREASED6,3016,676-375-6%$932.2K$757.6K-$174.6K2026-10-30
Almanack Investment Partners, Llc.
INCREASED6,2994,513+1,786+40%$630.1K$757.3K+$127.2K2026-11-03
Quintet Private Bank (Europe) S.A.
INCREASED6,2905,102+1,188+23%$712.4K$756.2K+$43.9K2026-10-08
Washington Trust Advisors, Inc.
DECREASED6,2886,883-595-9%$961.1K$756.0K-$205.0K2026-10-22
Cranbrook Wealth Management, LLC
DECREASED6,2826,408-126-2%$894.8K$755.3K-$139.5K2026-10-28
BIP Wealth, LLC
INCREASED6,2755,566+709+13%$777.1K$754.5K-$22.7K2026-10-22
Walkner Condon Financial Advisors LLC
INCREASED6,2725,963+309+5%$832.7K$754.1K-$78.5K2026-11-02
Altus Wealth Group LLC
INCREASED6,2606,178+82+1%$862.7K$752.7K-$110.0K2026-10-20
Stonebridge Financial Group, LLC
DECREASED6,2446,451-207-3%$900.8K$750.7K-$150.0K2026-10-01
MMA Asset Management LLC
DECREASED6,2436,342-99-2%$885.5K$750.6K-$134.9K2026-11-02
626 Financial, LLC
INCREASED6,2416,176+65+1%$862.4K$750.4K-$112.0K2026-11-04
Foguth Wealth Management, Llc.
INCREASED6,2085,143+1,065+21%$499.2K$557.8K+$58.6K2026-10-19
Stablepoint Partners, LLC
INCREASED6,2034,203+2,000+48%$586.9K$745.8K+$158.9K2026-11-03
Flagship Wealth Advisors, LLC
UNCHANGED6,2026,20200%$866.1K$745.7K-$120.3K2026-11-03
Sage Rhino Capital LLC
DECREASED6,1956,305-110-2%$880.4K$744.8K-$135.5K2026-10-28
Visionary Horizons, LLC
DECREASED6,1926,452-260-4%$900.9K$744.5K-$156.4K2026-10-22
HCR Wealth Advisors
INCREASED6,1915,235+956+18%$731.1K$744.4K+$13.3K2026-10-15
Thrive Wealth Management, LLC
DECREASED6,1896,389-200-3%$892.1K$744.1K-$148.0K2026-10-13
True Private Wealth Advisors
DECREASED6,14918,207-12,058-66%$2.5M$739.4K-$1.8M2026-10-19
Crusonia Wealth Advisors LLC
INCREASED6,1485,263+885+17%$734.8K$739.2K+$4.3K2026-10-26
Jmac Enterprises LLC
UNCHANGED6,1426,14200%$857.6K$738.5K-$119.2K2026-10-30
Lewis Asset Management, LLC
NEW6,141—+6,141——$738.3K—2026-10-14
Legacy Advisors, LLC
DECREASED6,1419,368-3,227-34%$1.3M$738.3K-$569.7K2026-10-19
Segment Wealth Management, LLC
UNCHANGED6,1416,14100%$857.5K$738.3K-$119.1K2026-10-26
Morton Capital Management LLC
DECREASED6,1066,126-200%$855.4K$734.1K-$121.3K2026-10-23
Defender Capital, Llc.
INCREASED6,1002,100+4,000+190%$293.2K$733.4K+$440.2K2026-10-01
Sloy Dahl & Holst, LLC
DECREASED6,0897,236-1,147-16%$1.0M$732.1K-$278.3K2026-10-14
Cannon Advisors, Inc.
NEW6,059—+6,059——$622.9K—2026-10-14
Foster Dykema Cabot & Partners, LLC
UNCHANGED6,0526,05200%$845.0K$727.6K-$117.4K2026-10-30
Acropolis Investment Management, LLC
INCREASED6,0445,982+62+1%$835.2K$726.6K-$108.6K2026-10-08
CKW Financial Group
DECREASED6,0026,017-150%$764$720.0K+$719.2K2026-10-29
Miller Wealth Advisors, LLC
UNCHANGED6,0006,00000%$837.8K$721.4K-$116.4K2026-11-02
Tobam
DECREASED5,98813,483-7,495-56%$1.9M$720.0K-$1.2M2026-11-03
Berman McAleer LLC
UNCHANGED5,9685,96800%$833.3K$715.8K-$117.5K2026-10-16
Abundance Wealth Counselors
DECREASED5,9536,101-148-2%$851.9K$715.7K-$136.2K2026-10-26
Roman Butler Fullerton & Co
DECREASED5,9185,920-20%$610.5K$544.7K-$65.8K2026-10-27
BCS Wealth Management
DECREASED5,9175,957-40-1%$831.8K$711.4K-$120.4K2026-11-03
Centerline Wealth Advisors, LLC
DECREASED5,9175,943-260%$829.9K$711.4K-$118.4K2026-10-15
Heritage Investment Group, Inc.
DECREASED5,9155,928-130%$827.7K$711.2K-$116.6K2026-11-03
Northbridge Financial Group, LLC
INCREASED5,8913,353+2,538+76%$468.2K$662.7K+$194.6K2026-11-05
Hartford Financial Management Inc.
UNCHANGED5,8845,88400%$821.6K$707.4K-$114.1K2026-10-21
Third View Private Wealth, LLC
INCREASED5,8683,701+2,167+59%$516.7K$705.5K+$188.7K2026-10-30
Secure Asset Management, LLC
DECREASED5,8686,193-325-5%$864.7K$705.5K-$159.2K2026-10-19
McGlone Suttner Wealth Management, Inc.
DECREASED5,8615,872-110%$819.9K$704.7K-$115.2K2026-10-13
Nemes Rush Group LLC
DECREASED5,8145,864-50-1%$818.8K$699.0K-$119.8K2026-11-04
Ellis Investment Partners, LLC
DECREASED5,8115,842-31-1%$815.8K$698.7K-$117.1K2026-10-21
Allen Capital Group, LLC
INCREASED5,7954,195+1,600+38%$585.8K$696.8K+$111.0K2026-10-27
Granite Investment Partners, LLC
UNCHANGED5,7645,76400%$804.8K$693.0K-$111.8K2026-11-04
Stegent Equity Advisors, Inc.
DECREASED5,7518,924-3,173-36%$1.2M$691.4K-$554.6K2026-10-13
Smith Chas P & Associates PA Cpas
DECREASED5,7445,844-100-2%$816.0K$516.1K-$299.9K2026-10-22
Westover Capital Advisors, LLC
INCREASED5,7383,238+2,500+77%$452.1K$689.9K+$237.8K2026-10-26
Strategic Blueprint, LLC
INCREASED5,7094,558+1,151+25%$636.4K$686.4K+$50.0K2026-10-22
JB Capital LLC
DECREASED5,7065,951-245-4%$830.9K$686.0K-$144.9K2026-10-19
First County Bank
INCREASED5,6994,241+1,458+34%$592.2K$685.2K+$93.0K2026-10-13
waypoint wealth counsel
INCREASED5,6864,932+754+15%$688.7K$683.6K-$5.0K2026-10-22
IPG Investment Advisors LLC
INCREASED5,6764,617+1,059+23%$644.7K$682.4K+$37.8K2026-10-30
Westside Investment Management, Inc.
DECREASED5,6645,945-281-5%$830.1K$679.0K-$151.1K2026-11-02
Sterling Wealth Management, Inc.
UNCHANGED5,6505,65000%$788.9K$679.3K-$109.6K2026-10-23
Zullo Investment Group, Inc.
INCREASED5,6405,130+510+10%$716.4K$678.2K-$38.2K2026-10-20
Narwhal Capital Management
INCREASED5,6395,384+255+5%$751.8K$678.0K-$73.8K2026-11-04
G2 Capital Management, LLC / OH
INCREASED5,6355,597+38+1%$781.5K$677.5K-$104.0K2026-10-23
Van Cleef Asset Management,Inc
UNCHANGED5,6005,60000%$781.9K$673.3K-$108.6K2026-10-20
Tamar Securities, LLC
DECREASED5,5998,298-2,699-33%$1.2M$673.1K-$485.5K2026-11-03
Patten Group, Inc.
INCREASED5,5981,664+3,934+236%$232.3K$673.1K+$440.8K2026-10-26
Grey Ledge Advisors, LLC
UNCHANGED5,5905,59000%$780.5K$672.1K-$108.4K2026-11-02
Oarsman Capital, Inc.
INCREASED5,5865,237+349+7%$731.2K$671.6K-$59.6K2026-11-05
Five Oceans Advisors
DECREASED5,5816,007-426-7%$838.8K$671.0K-$167.8K2026-10-22
Heritage Family Offices, LLP
INCREASED5,5675,192+375+7%$725.0K$669.3K-$55.6K2026-11-02
Griffin Asset Management, Inc.
INCREASED5,5613,041+2,520+83%$424.6K$668.6K+$244.0K2026-10-22
Renaissance Investment Group LLC
UNCHANGED5,5505,55000%$774.9K$667.3K-$107.7K2026-10-28
Dudley Capital Management, LLC
UNCHANGED5,5145,51400%$769.9K$662.9K-$107.0K2026-10-23
Kohmann Bosshard Financial Services, LLC
INCREASED5,5134,445+1,068+24%$620.7K$662.8K+$42.1K2026-11-04
Blue Bell Private Wealth Management, LLC
INCREASED5,5095,423+86+2%$757.2K$662.3K-$94.9K2026-10-29
Grandfield & Dodd, LLC
DECREASED5,5085,908-400-7%$824.9K$662.2K-$162.7K2026-10-29
TSG Advice Partners, LLC
NEW5,502—+5,502——$768.3K—2026-10-29
North Capital, Inc.
DECREASED5,4996,481-982-15%$905.0K$565.4K-$339.6K2026-10-16
Cascade Investment Group, Inc.
DECREASED5,4865,760-274-5%$804.3K$659.6K-$144.7K2026-10-13
Encompass More Asset Management
DECREASED5,4596,567-1,108-17%$917.0K$656.3K-$260.7K2026-10-16
Grove Bank & Trust
INCREASED5,4434,707+736+16%$657.2K$654.4K-$2.8K2026-10-08
Vista Investment Partners II, LLC
DECREASED5,4435,632-189-3%$786.3K$654.4K-$132.0K2026-10-15
Walker Asset Management, LLC
INCREASED5,4335,333+100+2%$744.6K$653.2K-$91.4K2026-10-13
Leisure Capital Management
UNCHANGED5,4005,40000%$754.0K$649.2K-$104.8K2026-11-03
Asempa Wealth Advisors
UNCHANGED5,3945,39400%$753.1K$647.2K-$105.9K2026-10-07
Key FInancial Inc
INCREASED5,3895,366+23+0%$749.3K$647.9K-$101.3K2026-11-02
Prospera Capital Management, LLC
INCREASED5,3721,746+3,626+208%$213.4K$645.9K+$432.5K2026-10-19
Hidden Cove Wealth Management, LLC
INCREASED5,3685,112+256+5%$713.8K$645.4K-$68.4K2026-10-19
United Asset Strategies, Inc.
INCREASED5,3565,181+175+3%$723.4K$643.9K-$79.4K2026-10-28
Urban Wealth Management, LLC
NEW5,351—+5,351——$643.4K—2026-10-21
Douglas Lane & Associates, LLC
DECREASED5,3485,541-193-3%$773.7K$643.0K-$130.7K2026-10-09
Onyx Bridge Wealth Group LLC
INCREASED5,3355,159+176+3%$720.4K$641.5K-$78.9K2026-10-16
Aire Advisors, LLC
INCREASED5,3305,325+5+0%$743.6K$640.9K-$102.7K2026-10-22
West Branch Capital LLC
INCREASED5,3143,950+1,364+35%$551.5K$638.9K+$87.4K2026-10-20
Mustard Seed Financial, LLC
UNCHANGED5,3105,31000%$741.4K$638.4K-$103.0K2026-10-30
Arsenal Capital Advisors LLC
DECREASED5,3095,326-170%$743.6K$638.2K-$105.4K2026-11-02
Ifrah Financial Services, Inc.
DECREASED5,3065,719-413-7%$798.5K$638.0K-$160.5K2026-10-13
Spartan Planning & Wealth Management
DECREASED5,30510,345-5,040-49%$1.4M$637.8K-$806.7K2026-10-13
AA Financial Advisors, LLC
INCREASED5,2912,280+3,011+132%$318.4K$636.2K+$317.8K2026-10-19
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED5,2692,689+2,580+96%$375.5K$441.4K+$65.9K2026-10-29
Tortuga Wealth Management, Inc
DECREASED5,2685,312-44-1%$741.8K$633.5K-$108.2K2026-10-27
Granite FO LLC
UNCHANGED5,2655,26500%$735.2K$633.0K-$102.1K2026-10-14
BLB&B Advisors, LLC
DECREASED5,2525,810-558-10%$811.3K$631.5K-$179.8K2026-10-27
Lyell Wealth Management, LP
INCREASED5,2515,250+1+0%$733.1K$631.3K-$101.7K2026-10-30
Human Investing LLC
INCREASED5,2494,625+624+13%$645.8K$631.1K-$14.7K2026-10-19
Sound Income Strategies, LLC
DECREASED5,2476,090-843-14%$850.4K$561.8K-$288.6K2026-10-09
Obermeyer Wealth Partners
INCREASED5,2445,224+20+0%$729.4K$630.5K-$98.9K2026-10-21
Smith Thornton Advisors LLC
INCREASED5,2364,936+300+6%$509.0K$629.6K+$120.5K2026-10-16
Vicus Capital
DECREASED5,2349,713-4,479-46%$1.4M$629.3K-$726.9K2026-11-05
Tanager Wealth Management LLP
INCREASED5,2333,633+1,600+44%$507.3K$629.2K+$121.9K2026-10-19
Albion Financial Group
INCREASED5,2295,165+64+1%$721.2K$628.7K-$92.5K2026-10-21
Platform Technology Partners
DECREASED5,2136,038-825-14%$843.1K$626.8K-$216.3K2026-11-02
Symphony Financial, Ltd. Co.
INCREASED5,2013,859+1,342+35%$530.7K$621.3K+$90.5K2026-10-22
Congress Park Capital LLC
DECREASED5,2006,250-1,050-17%$872.7K$625.2K-$247.5K2026-10-13
AmeriServ Wealth Advisors
DECREASED5,1936,769-1,576-23%$945.2K$624.4K-$320.8K2026-10-21
NovaPoint Capital, LLC
INCREASED5,1924,895+297+6%$683.5K$624.2K-$59.3K2026-10-22
Lazard Freres Gestion S.A.S.
UNCHANGED5,1835,18300%$723.0K$623.0K-$100.0K2026-11-03
Wolff Financial Management LLC
UNCHANGED5,1785,17800%$722.9K$622.5K-$100.4K2026-10-23
Nadler Financial Group, Inc.
UNCHANGED5,1735,17300%$722.3K$622.0K-$100.4K2026-10-23
Security Financial Services, Inc.
INCREASED5,1725,156+16+0%$719.9K$621.8K-$98.1K2026-10-29
Analyst IMS Investment Management Services Ltd.
UNCHANGED5,1505,15000%$719.0K$619.0K-$100.0K2026-11-05
Elevation Wealth Partners, LLC
DECREASED5,1495,295-146-3%$739.3K$619.0K-$120.3K2026-10-07
Chemistry Wealth Management LLC
DECREASED5,1387,439-2,301-31%$1.0M$617.8K-$420.9K2026-10-16
CFS Investment Advisory Services, LLC
DECREASED5,1305,706-576-10%$686.7K$577.1K-$109.6K2026-10-19
Mattern Wealth Management LLC
UNCHANGED5,1205,12000%$714.9K$615.6K-$99.3K2026-11-04
Carrera Capital Advisors
INCREASED5,0804,253+827+19%$593.9K$610.8K+$16.9K2026-11-03
Signature Equity Partners, LLC
INCREASED5,0672,745+2,322+85%$383.2K$609.2K+$225.9K2026-10-29
McKinley Carter Wealth Services, Inc.
DECREASED5,0586,642-1,584-24%$927.4K$608.1K-$319.3K2026-10-16
Financial Perspectives, Inc
DECREASED5,0455,196-151-3%$725.5K$606.5K-$119.0K2026-11-03
AMG Asset Management Group, Inc.
DECREASED5,0445,371-327-6%$750.0K$606.4K-$143.5K2026-10-21
Pinion Investment Advisors, LLC
DECREASED5,0435,139-96-2%$717.6K$606.3K-$111.2K2026-11-04
NWF Advisory Services Inc.
DECREASED5,0325,371-339-6%$749.9K$605.0K-$144.9K2026-10-19
Sculati Wealth Management, LLC
UNCHANGED5,0325,03200%$478.2K$510.0K+$31.8K2026-10-19
Factor Wealth Management LTD
DECREASED5,0245,874-850-14%$820.1K$604.0K-$216.1K2026-10-08
WealthTrust Asset Management, LLC
INCREASED5,0234,023+1,000+25%$561.7K$603.9K+$42.2K2026-10-22
Compass Financial Management LLC
DECREASED5,0126,716-1,704-25%$786.5K$602.6K-$184.0K2026-10-30
Capitol Family Office, Inc.
INCREASED5,0093,751+1,258+34%$523.8K$602.2K+$78.5K2026-10-13
Independent Wealth Network Inc.
DECREASED5,0096,221-1,212-19%$868.6K$602.2K-$266.4K2026-10-19
Mitsubishi UFJ Asset Management (UK) Ltd.
NEW5,000—+5,000——$601—2026-10-22
Thompson Davis & Co., Inc.
INCREASED5,0002,300+2,700+117%$321.1K$601.2K+$280.0K2026-11-05
DecisionPoint Financial, LLC
INCREASED4,97031+4,939+15932%$3.9K$596.4K+$592.5K2026-10-27
Bangor Savings Bank
DECREASED4,9675,019-52-1%$700.8K$597.2K-$103.6K2026-10-06
Lynch & Associates
INCREASED4,9614,611+350+8%$643.8K$596.5K-$47.4K2026-10-13
Wealth Advisors Northwest LLC
INCREASED4,9604,954+6+0%$691.7K$596.3K-$95.4K2026-10-29
Hubbell Strickland Wealth Management, LLC
DECREASED4,9565,056-100-2%$706.0K$595.9K-$110.1K2026-10-29
Archford Capital Strategies, LLC
INCREASED4,9493,320+1,629+49%$463.6K$595.0K+$131.4K2026-10-19
TCP Asset Management, LLC
INCREASED4,9204,602+318+7%$642.5K$587.1K-$55.5K2026-10-14
MV Capital Management, Inc.
DECREASED4,9195,032-113-2%$702.6K$591.4K-$111.2K2026-10-29
Sutton Place Investors LLC
INCREASED4,8794,770+109+2%$666.0K$586.6K-$79.4K2026-10-20
Sigma Investment Counselors Inc
DECREASED4,8708,494-3,624-43%$1.2M$585.5K-$600.5K2026-10-27
Denver PWM, LLC
INCREASED4,8683,978+890+22%$407.7K$585.3K+$177.5K2026-10-22
SkyOak Wealth, LLC
DECREASED4,8676,183-1,316-21%$863.3K$585.2K-$278.2K2026-10-28
Ulrich Consultants & Investment Group, LLC
NEW4,846—+4,846——$582.6K—2026-10-13
Key Client Fiduciary Advisors, LLC
INCREASED4,8264,481+345+8%$625.6K$580.2K-$45.4K2026-10-19
Petros Family Wealth, LLC
NEW4,818—+4,818——$579.3K—2026-10-28
Warwick Investment Management, Inc.
DECREASED4,8154,823-80%$673.4K$578.9K-$94.5K2026-10-19
LeConte Wealth Management, LLC
INCREASED4,8033,867+936+24%$539.9K$577.5K+$37.5K2026-10-20
CPA Asset Management Group, LLC
DECREASED4,8004,900-100-2%$684.2K$577.1K-$107.1K2026-10-26
Globalt Investments LLC / GA
INCREASED4,7904,719+71+2%$658.9K$575.9K-$83.0K2026-10-27
Steinberganna Wealth Management
DECREASED4,7885,178-390-8%$723.0K$575.7K-$147.3K2026-10-23
Trueblood Wealth Management, LLC
UNCHANGED4,7814,78100%$667.6K$574.8K-$92.8K2026-10-23
Massachusetts Wealth Management
DECREASED4,7764,976-200-4%$694.8K$574.2K-$120.6K2026-10-21
EdgeRock Capital LLC
INCREASED4,7634,609+154+3%$643.6K$572.7K-$70.9K2026-11-03
Continuum Wealth Advisors, LLC
INCREASED4,7323,515+1,217+35%$490.8K$568.9K+$78.1K2026-10-20
Rubicon Advisors, GP
DECREASED4,7204,767-47-1%$665.6K$567.5K-$98.1K2026-10-23
Amplius Wealth Advisors, LLC
INCREASED4,7143,879+835+22%$541.7K$566.7K+$25.1K2026-10-20
Echo45 Advisors LLC
NEW4,708—+4,708——$566.0K—2026-10-07
MKT Advisors LLC
DECREASED4,6955,125-430-8%$565.7K$502.7K-$63.0K2026-10-20
Richard P Slaughter Associates Inc
INCREASED4,6954,665+30+1%$651.4K$564.5K-$86.9K2026-10-13
Kenora Financial, LLC
DECREASED4,6784,740-62-1%$661.8K$562.4K-$99.4K2026-10-20
LifeGoal Investments, LLC
NEW4,671—+4,671——$561.6K—2026-10-09
Wilkerson Advisory Group LLC
DECREASED4,6644,988-324-6%$696.6K$560.7K-$135.9K2026-10-20
15 Wealth Advisors LLC
NEW4,663—+4,663——$560.6K—2026-10-14
Dale Q Rice Investment Management Ltd
UNCHANGED4,6534,65300%$649.7K$559.4K-$90.3K2026-10-09
Quilter Plc
INCREASED4,6484,448+200+5%$621.1K$558.8K-$62.2K2026-10-21
Heritage Wealth Management, Inc.
INCREASED4,6364,619+17+0%$645.0K$557.4K-$87.6K2026-10-28
Willow Creek Wealth Management Inc.
DECREASED4,6309,399-4,769-51%$1.3M$556.7K-$755.7K2026-10-26
RVW Wealth, LLC
UNCHANGED4,6254,62500%$645.8K$556.1K-$89.7K2026-10-06
Optima Capital LLC
INCREASED4,6134,596+17+0%$641.8K$554.7K-$87.1K2026-10-29
Capital Advisors, Ltd. LLC
INCREASED4,6124,342+270+6%$606$554.0K+$553.4K2026-10-27
Marion Wealth Management
UNCHANGED4,6104,61000%$643.7K$554.3K-$89.4K2026-10-22
Veracity Capital LLC
INCREASED4,6053,788+817+22%$528.9K$553.7K+$24.7K2026-10-08
Luts & Greenleigh Group, Inc.
INCREASED4,6054,442+163+4%$620.2K$553.7K-$66.6K2026-11-05
Builder Investment Group Inc
UNCHANGED4,6004,60000%$642.3K$553.1K-$89.2K2026-10-22
Peoples Financial Services Corp.
DECREASED4,5984,648-50-1%$649.0K$552.8K-$96.2K2026-10-20
Canvas Wealth Advisors, LLC
INCREASED4,5904,461+129+3%$622.9K$422.6K-$200.3K2026-11-02
Traveka Wealth, LLC
INCREASED4,5753,115+1,460+47%$435.0K$550.1K+$115.1K2026-10-19
Montag A & Associates Inc
INCREASED4,5743,919+655+17%$547.3K$549.9K+$2.7K2026-10-29
Certior Financial Group, LLC
INCREASED4,5694,318+251+6%$602.9K$549.3K-$53.6K2026-10-19
Redhawk Wealth Advisors, Inc.
INCREASED4,5613,759+802+21%$524.8K$548.3K+$23.5K2026-10-14
Lincoln Capital LLC
INCREASED4,5604,360+200+5%$608.8K$548.2K-$60.5K2026-10-09
True Wealth Design, LLC
INCREASED4,5493,871+678+18%$540.5K$546.9K+$6.4K2026-10-13
Leo Wealth, LLC
NEW4,537—+4,537——$545.5K—2026-10-26
Towne Trust Company, N.a
DECREASED4,5354,835-300-6%$675.1K$545.2K-$129.9K2026-10-28
MFG Investments, LLC
NEW4,526—+4,526——$544.1K—2026-10-30
Prentiss Smith & Co Inc
UNCHANGED4,5104,51000%$629.7K$542.2K-$87.5K2026-10-27
Cambridge Financial Group, LLC
UNCHANGED4,5094,50900%$629.6K$629.6K$02026-10-06
William Mack & Associates, Inc.
INCREASED4,5064,412+94+2%$616.0K$541.8K-$74.3K2026-10-27
Long Road Investment Counsel, LLC
DECREASED4,5005,015-515-10%$700.2K$541.0K-$159.2K2026-11-04
Vigilare Wealth Management
UNCHANGED4,5004,50000%$628.3K$541.0K-$87.3K2026-10-29
Community Bank of Raymore
UNCHANGED4,4964,49600%$627.8K$540.6K-$87.2K2026-10-23
Stockman Wealth Management, Inc.
UNCHANGED4,4914,49100%$627.1K$540.0K-$87.1K2026-10-27
Tcfg Investment Advisors, LLC
INCREASED4,4854,328+157+4%$604.3K$539.2K-$65.1K2026-10-20
Baker Tilly Wealth Management, LLC
DECREASED4,4614,745-284-6%$662.6K$536.4K-$126.2K2026-10-05
Collaborative Fund Advisors, LLC
INCREASED4,4542,813+1,641+58%$392.8K$535.5K+$142.7K2026-11-02
Ddfg, Inc
UNCHANGED4,4504,45000%$621.4K$535.0K-$86.3K2026-10-15
Clear Wave Wealth Management LLC
DECREASED4,4244,436-120%$619.4K$531.9K-$87.5K2026-11-04
First City Capital Management, Inc.
DECREASED4,3964,446-50-1%$620.8K$528.5K-$92.3K2026-10-27
Blankinship & Foster, LLC
UNCHANGED4,3834,38300%$612.0K$526.9K-$85.0K2026-10-19
Summit Financial Strategies, Inc.
UNCHANGED4,3794,37900%$611.4K$526.4K-$84.9K2026-10-14
Donalies Financial Planning, LLC
UNCHANGED4,3734,37300%$610.6K$525.7K-$84.8K2026-10-19
Steph & Co
DECREASED4,3325,272-940-18%$736.1K$520.8K-$215.3K2026-10-07
Alpha Omega Wealth Management LLC
DECREASED4,3294,416-87-2%$616.6K$520.5K-$96.1K2026-10-23
Swmg, LLC
INCREASED4,3144,276+38+1%$460.8K$368.8K-$92.0K2026-10-23
Shulman DeMeo Asset Management LLC
UNCHANGED4,3144,31400%$602.4K$501.3K-$101.1K2026-10-09
TradeWell Securities, Llc.
DECREASED4,3134,474-161-4%$624.7K$518.5K-$106.2K2026-10-21
Wespac Advisors, LLC
UNCHANGED4,3134,31300%$602.3K$518.6K-$83.7K2026-10-26
World Equity Group, Inc.
DECREASED4,2876,802-2,515-37%$949.8K$515.5K-$434.3K2026-10-14
Harbor Asset Planning, Inc.
UNCHANGED4,2864,28600%$598.5K$515.3K-$83.1K2026-10-23
Lawood & Co
DECREASED4,2854,460-175-4%$622.8K$515.2K-$107.6K2026-10-09
Madrid Wealth Management, LLC
DECREASED4,2465,032-786-16%$702.6K$510.5K-$192.1K2026-10-23
SLT Holdings LLC
INCREASED4,2403,648+592+16%$509.4K$509.8K+$4052026-10-15
Hill Island Financial LLC
INCREASED4,2404,180+60+1%$583.7K$509.8K-$73.9K2026-10-20
Journey Retirement Planning & Investment Management LLC
INCREASED4,2071,821+2,386+131%$254.3K$505.8K+$251.5K2026-10-09
Parkshore Wealth Management, Inc.
DECREASED4,2045,726-1,522-27%$799.5K$505.5K-$294.1K2026-10-13
Forteris Wealth Management Inc.
DECREASED4,2004,400-200-5%$614.4K$505.0K-$109.4K2026-10-13
Edgemoor Investment Advisors, Inc.
INCREASED4,1954,000+195+5%$558.5K$504.4K-$54.2K2026-11-03
ADE, LLC
INCREASED4,1834,150+33+1%$579.5K$502.9K-$76.5K2026-10-29
Crown Wealth Group, LLC
INCREASED4,1793,722+457+12%$519.7K$502.4K-$17.3K2026-10-19
Axiom Investment Management LLC
DECREASED4,1684,328-160-4%$604.2K$501.0K-$103.2K2026-11-03
Watershed Private Wealth LLC
INCREASED4,1522,522+1,630+65%$352.2K$499.2K+$147.0K2026-10-30
Blackston Financial Advisory Group, LLC
INCREASED4,1453,353+792+24%$468.2K$498.4K+$30.2K2026-11-04
PW Nova Financial Services LLC
INCREASED4,1334,033+100+2%$563.1K$496.9K-$66.2K2026-10-15
GK Wealth Management LLC
NEW4,119—+4,119——$495.3K—2026-10-09
Kuhn & Co Investment Counsel
DECREASED4,1164,231-115-3%$590.8K$494.9K-$95.9K2026-10-29
Prosperity Financial Group, Inc.
DECREASED4,0844,147-63-2%$579.1K$491.1K-$88.0K2026-10-29
Doliver Advisors, LP
DECREASED4,0774,091-140%$571.2K$490.2K-$81.0K2026-10-01
Kornitzer Capital Management Inc
DECREASED4,0614,561-500-11%$636.9K$488.3K-$148.6K2026-11-03
American Capital Advisory, LLC
INCREASED4,0554,014+41+1%$560.5K$487.5K-$72.9K2026-10-28
Evanson Financial, LLC
INCREASED4,0524,009+43+1%$559.7K$487.2K-$72.6K2026-10-23
Landaas & Co
DECREASED4,0464,146-100-2%$578.9K$486.5K-$92.5K2026-10-29
Clarity Wealth Development LLC
UNCHANGED4,0304,03000%$562.8K$484.6K-$78.2K2026-10-22
Integrated Wealth Management
INCREASED4,0243,558+466+13%$496.8K$483.8K-$13.0K2026-10-19
Ariston Services Group
DECREASED4,0164,848-832-17%$676.9K$482.8K-$194.1K2026-10-16
Professional Advisory Services Inc
INCREASED4,0154,000+15+0%$559$483-$762026-10-08
Total Investment Management Inc
UNCHANGED4,0154,01500%$362.1K$482.7K+$120.6K2026-10-22
Meridian Financial Partners LLC
DECREASED4,0084,028-200%$414.8K$382.2K-$32.6K2026-10-23
Howard Wealth Management, LLC
DECREASED4,0064,236-230-5%$591.5K$481.6K-$109.8K2026-10-28
Cowa, LLC
UNCHANGED3,9943,99400%$557.7K$480.2K-$77.5K2026-10-30
Red Mountain Financial, LLC
DECREASED3,9924,022-30-1%$561.6K$479.9K-$81.6K2026-11-03
RW Investment Management LLC
DECREASED3,9914,421-430-10%$617.3K$479.8K-$137.5K2026-11-03
Fairscale Capital, LLC
INCREASED3,9833,963+20+1%$553.4K$261.9K-$291.4K2026-11-04
North Berkeley Wealth Management, LLC
UNCHANGED3,9773,97700%$555.3K$478.2K-$77.2K2026-11-02
Creekside Partners
DECREASED3,9643,997-33-1%$558.1K$476.6K-$81.5K2026-11-04
Ascentis Wealth Management, LLC
INCREASED3,960200+3,760+1880%$27.9K$476.1K+$448.2K2026-11-03
Navigation Group, LLC
INCREASED3,9583,708+250+7%$517.7K$475.9K-$41.9K2026-10-28
Montis Financial, LLC
INCREASED3,9573,609+348+10%$503.9K$475.8K-$28.2K2026-11-04
Galvin, Gaustad & Stein, LLC
INCREASED3,9573,839+118+3%$536.0K$475.8K-$60.2K2026-10-08
PFS Partners, LLC
DECREASED3,9524,752-800-17%$663.5K$475.1K-$188.4K2026-10-21
Financial Insights, Inc.
INCREASED3,9413,841+100+3%$536.3K$473.8K-$62.5K2026-10-27
D.B. Root & Company, LLC
DECREASED3,9265,208-1,282-25%$727.2K$472.0K-$255.2K2026-11-04
Atwood & Palmer Inc
DECREASED3,9264,906-980-20%$685.0K$472.0K-$213.0K2026-10-08
Patriot Investment Management Group, Inc.
INCREASED3,9133,878+35+1%$541.5K$470.5K-$71.0K2026-10-15
JFS Wealth Advisors, LLC
INCREASED3,9113,906+5+0%$545.4K$470.2K-$75.2K2026-11-03
Great Diamond Partners, LLC
INCREASED3,9073,889+18+0%$543.0K$469.7K-$73.3K2026-10-13
Bath Savings Trust Co
DECREASED3,9004,000-100-2%$558.5K$468.9K-$89.6K2026-10-07
Strategic Advocates LLC
UNCHANGED3,9003,90000%$544.6K$468.9K-$75.7K2026-11-03
Lineweaver Wealth Advisors, LLC
INCREASED3,8823,526+356+10%$492.4K$466.8K-$25.6K2026-10-13
Clark Financial Services Group Inc
INCREASED3,8792,869+1,010+35%$400.5K$466.3K+$65.8K2026-10-19
Santori & Peters, Inc.
DECREASED3,8793,900-21-1%$544.5K$466.3K-$78.2K2026-10-26
Center For Asset Management LLC
INCREASED3,8782,333+1,545+66%$325.8K$466.3K+$140.5K2026-10-16
Atwater Malick LLC
DECREASED3,8784,498-620-14%$628.1K$466.3K-$161.8K2026-10-15
Graves Light Lenhart Wealth, Inc.
DECREASED3,8773,977-100-3%$555.3K$466.1K-$89.2K2026-10-09
Advocate Investing Services LLC
UNCHANGED3,8753,87500%$541.1K$465.9K-$75.2K2026-10-26
Lifelong Wealth Advisors, Inc.
INCREASED3,8633,813+50+1%$532.4K$464.4K-$68.0K2026-10-19
Sierra Ocean, LLC
DECREASED3,8514,238-387-9%$591.7K$463.0K-$128.7K2026-11-03
Capstone Wealth Management, LLC
INCREASED3,8443,617+227+6%$505.0K$462.2K-$42.9K2026-11-02
Archer Investment Corp
DECREASED3,8435,343-1,500-28%$746.0K$462.0K-$284.0K2026-11-05
Stevens Capital Partners
INCREASED3,8413,232+609+19%$451.3K$461.8K+$10.5K2026-10-29
Godsey & Gibb, Inc
DECREASED3,8303,855-25-1%$538.3K$460.5K-$77.8K2026-10-14
Powell Investment Advisors, LLC
INCREASED3,8273,410+417+12%$476.1K$460.1K-$16.0K2026-10-22
Briaud Financial Planning Inc
DECREASED3,8093,836-27-1%$535.6K$458.0K-$77.7K2026-10-20
Beverly Hills Private Wealth, LLC
DECREASED3,8075,435-1,628-30%$758.9K$457.7K-$301.2K2026-11-04
Equitable Trust Co
INCREASED3,8043,484+320+9%$486.5K$457.4K-$29.1K2026-10-13
Northside Capital Management, LLC
INCREASED3,7803,042+738+24%$424.8K$454.5K+$29.7K2026-10-13
Israel Discount Bank of New York
UNCHANGED3,7773,77700%$527.4K$454.1K-$73.3K2026-10-14
First Premier Bank
UNCHANGED3,7533,75300%$524$451-$732026-10-13
ARS Wealth Advisors Group, LLC
INCREASED3,7523,601+151+4%$502.7K$451.1K-$51.6K2026-10-16
FAI Advisors, Inc.
INCREASED3,7463,744+2+0%$522.8K$450.4K-$72.4K2026-10-27
Myriad Asset Management US LP
NEW3,741—+3,741——$450.0K—2026-11-03
Integral Investment Advisors, Inc.
INCREASED3,7373,537+200+6%$493.8K$449.3K-$44.6K2026-11-03
Windsor Capital Management, LLC
UNCHANGED3,7363,73600%$521.7K$449.2K-$72.5K2026-10-13
Montecito Bank & Trust
UNCHANGED3,7253,72500%$520.1K$447.9K-$72.3K2026-10-01
Benchmark Financial Wealth Advisors, LLC
INCREASED3,7242,443+1,281+52%$341.1K$447.8K+$106.6K2026-10-20
Rossmore Private Capital
DECREASED3,7233,773-50-1%$526.8K$447.6K-$79.2K2026-10-27
Purus Wealth Management, LLC
INCREASED3,7183,065+653+21%$428.0K$447.0K+$19.0K2026-10-15
Paragon Private Wealth Management, LLC
DECREASED3,6618,023-4,362-54%$1.1M$440.2K-$680.1K2026-10-20
Bensler, LLC
DECREASED3,6614,148-487-12%$579.2K$440.2K-$139.0K2026-11-05
Cypress Capital, LLC
INCREASED3,6461,617+2,029+125%$225.8K$438.4K+$212.6K2026-10-20
LongView Wealth Management
INCREASED3,6383,612+26+1%$504.3K$437.4K-$66.9K2026-10-19
Goelzer Investment Management, Inc.
DECREASED3,6363,850-214-6%$537.6K$437.2K-$100.4K2026-10-16
Argyle Capital Partners, LLC
DECREASED3,6283,713-85-2%$518.4K$436.2K-$82.2K2026-10-23
Morey & Quinn Wealth Partners, LLC
DECREASED3,6263,627-10%$506.5K$436.0K-$70.5K2026-10-28
Private Management Group Inc
DECREASED3,6233,693-70-2%$515.7K$435.6K-$80.1K2026-11-04
Rydar Equities, Inc.
INCREASED3,6203,140+480+15%$311.3K$409.5K+$98.2K2026-10-13
Foster Victor Wealth Advisors, LLC
INCREASED3,6163,491+125+4%$376.2K$332.8K-$43.4K2026-10-21
Future Financial Wealth Managment LLC
DECREASED3,6003,750-150-4%$375.9K$432.8K+$57.0K2026-10-15
Monument Capital Management
INCREASED3,5893,290+299+9%$459.3K$431.5K-$27.9K2026-10-09
Private Client Services, LLC
DECREASED3,5813,993-412-10%$557.6K$430.6K-$127.0K2026-10-02
Certified Advisory Corp
INCREASED3,5803,167+413+13%$442.2K$430.5K-$11.8K2026-10-29
CRA Financial Services, LLC
INCREASED3,5783,455+123+4%$482.4K$430.2K-$52.2K2026-10-16
Zega Investments, LLC
DECREASED3,5778,743-5,166-59%$1.2M$430.1K-$790.7K2026-11-04
Summit Financial Wealth Advisors, LLC
INCREASED3,5703,322+248+7%$463.8K$429.2K-$34.6K2026-10-15
City Center Advisors, LLC
DECREASED3,5673,622-55-2%$505.7K$428.9K-$76.9K2026-10-08
Essential Investment Partners LLC
NEW3,559—+3,559——$427.9K—2026-10-27
Wolff Wiese Magana LLC
DECREASED3,5573,567-100%$498.1K$427.7K-$70.4K2026-10-15
Post Resch Tallon Group Inc.
UNCHANGED3,5523,55200%$496.0K$427.1K-$68.9K2026-10-09
Waterfront Wealth Inc.
UNCHANGED3,5443,54400%$389.3K$327.3K-$61.9K2026-11-03
Arta Finance Wealth Management LLC
INCREASED3,5373,417+120+4%$477.1K$425.3K-$51.9K2026-10-28
Bernardo Wealth Planning LLC
INCREASED3,5301,760+1,770+101%$245.8K$424.5K+$178.7K2026-10-23
Asset One Wealth Management LLC
INCREASED3,5242,252+1,272+56%$231.9K$423.7K+$191.8K2026-11-02
Financial Harvest, LLC
DECREASED3,5173,660-143-4%$511.1K$422.8K-$88.3K2026-10-15
Capital Square, LLC
UNCHANGED3,5063,50600%$385.1K$421.5K+$36.4K2026-10-19
BG Investment Services, LLC
NEW3,500—+3,500——$420.8K—2026-10-23
Alchemi Wealth, LLC
INCREASED3,4913,204+287+9%$447.4K$419.7K-$27.7K2026-11-04
LexAurum Advisors, LLC
INCREASED3,4913,466+25+1%$483.9K$419.7K-$64.2K2026-10-19
Greenup Street Wealth Management LLC
DECREASED3,4903,836-346-9%$535.6K$419.6K-$116.0K2026-10-28
Detalus Advisors, LLC
DECREASED3,4903,601-111-3%$502.8K$419.6K-$83.2K2026-10-15
CGN Advisors LLC
DECREASED3,4834,009-526-13%$559.8K$418.8K-$141.0K2026-10-21
Crumly & Associates Inc.
INCREASED3,4792,936+543+18%$410.0K$418.3K+$8.3K2026-10-07
Objective Capital Management, LLC
UNCHANGED3,4783,47800%$485.6K$418.2K-$67.5K2026-10-13
Wendell David Associates Inc
UNCHANGED3,4503,45000%$482.0K$415.0K-$67.0K2026-10-27
Family Capital Management, Inc.
INCREASED3,4482,335+1,113+48%$326.1K$414.6K+$88.5K2026-11-03
Financial Solutions Advisory Group, Inc.
NEW3,447—+3,447——$309.7K—2026-10-28
CGC Financial Services, LLC
UNCHANGED3,4463,44600%$481.2K$414.3K-$66.9K2026-10-13
Mainsail Asset Management, LLC
INCREASED3,4352,659+776+29%$252.7K$386.4K+$133.7K2026-10-14
Kennebec Savings Bank
INCREASED3,428819+2,609+319%$114.4K$412.1K+$297.8K2026-10-22
Atticus Wealth Management, LLC
INCREASED3,4242,754+670+24%$384.5K$411.7K+$27.1K2026-10-20
Summit Asset Management, LLC
DECREASED3,4093,451-42-1%$481.9K$409.9K-$72.0K2026-11-05
Cornerstone Planning Group LLC
INCREASED3,4083,331+77+2%$341.8K$356.8K+$15.0K2026-10-16
Sunburst Financial Group, LLC
UNCHANGED3,3953,39500%$474.1K$408.2K-$65.9K2026-10-09
Leslie Global Wealth, LLC
DECREASED3,3893,651-262-7%$509.8K$407.5K-$102.3K2026-10-26
Barton Investment Management
DECREASED3,3853,870-485-13%$540.4K$407.0K-$133.4K2026-10-27
SevenBridge Financial Group, LLC
DECREASED3,3843,743-359-10%$380.5K$310.2K-$70.3K2026-10-26
Planned Solutions, Inc.
UNCHANGED3,3813,38100%$472.1K$406.5K-$65.6K2026-10-19
GFG Capital, LLC
NEW3,378—+3,378——$406.1K—2026-10-16
RKL Wealth Management LLC
DECREASED3,3773,987-610-15%$556.7K$406.0K-$150.7K2026-10-16
MN Wealth Advisors, LLC
INCREASED3,3753,371+4+0%$470.8K$405.8K-$64.9K2026-10-23
Old North State Wealth Management, LLC
DECREASED3,3714,171-800-19%$582.6K$405.4K-$177.1K2026-10-22
Bank of New Hampshire
UNCHANGED3,3653,36500%$469.9K$404.6K-$65.3K2026-10-06
Scott Capital Advisors, LLC
INCREASED3,3642,406+958+40%$336.0K$380.6K+$44.6K2026-10-13
Vista Investment Partners LLC
DECREASED3,3513,354-30%$468.3K$402.9K-$65.4K2026-10-08
Tradewinds Capital Management, LLC
INCREASED3,3483,285+63+2%$458.7K$402.6K-$56.2K2026-10-23
Rede Wealth, LLC
UNCHANGED3,3443,34400%$467.0K$402.1K-$64.9K2026-10-22
NBZ Investment Advisors LLC
UNCHANGED3,3263,32600%$464.4K$399.9K-$64.5K2026-10-30
RBA Wealth Management, LLC
NEW3,325—+3,325——$399.8K—2026-10-28
Cordgrass Capital Advisors, LLC
UNCHANGED3,3213,32100%$463.7K$399.3K-$64.4K2026-10-30
Amarillo National Bank
UNCHANGED3,3153,31500%$462.9K$398.6K-$64.3K2026-10-23
Elevated Financial Group LLC
INCREASED3,3103,275+35+1%$457.3K$398.0K-$59.3K2026-10-16
Norway Savings Bank
INCREASED3,3093,059+250+8%$427.1K$397.8K-$29.3K2026-10-20
WPG Advisers, LLC
INCREASED3,3063,244+62+2%$453.0K$397.5K-$55.5K2026-10-27
Mcdonald Partners LLC
DECREASED3,3043,585-281-8%$500.6K$397.2K-$103.4K2026-11-03
tru Independence LLC
INCREASED3,3022,881+421+15%$402.2K$397.0K-$5.3K2026-10-20
CFC Planning Co LLC
NEW3,299—+3,299——$396.8K—2026-10-28
Bigelow Investment Advisors, LLC
DECREASED3,2933,434-141-4%$479.5K$395.9K-$83.6K2026-10-13
Lantern Wealth Advisors, LLC
NEW3,286—+3,286——$395.1K—2026-10-22
Idaho Trust Co
UNCHANGED3,2833,28300%$458.4K$394.7K-$63.7K2026-11-04
BlueSky Wealth Advisors, LLC
INCREASED3,2822,884+398+14%$402.7K$394.6K-$8.1K2026-10-29
Birch Financial Group, LLC
INCREASED3,2782,024+1,254+62%$282.6K$394.1K+$111.5K2026-10-27
Fulton Breakefield Broenniman LLC
INCREASED3,2773,123+154+5%$436.1K$394.0K-$42.1K2026-11-03
Roof Eidam Maycock Peralta, LLC
INCREASED3,2743,185+89+3%$444.7K$393.6K-$51.1K2026-10-15
Barings LLC
INCREASED3,2622,180+1,082+50%$304.4K$392.2K+$87.8K2026-10-22
Stewardship Advisors, LLC
INCREASED3,2603,212+48+1%$448.5K$392.0K-$56.5K2026-10-20
Norris Perne & French LLP
DECREASED3,2494,313-1,064-25%$602.2K$390.6K-$211.6K2026-10-23
Prota Financial, LLC
DECREASED3,2463,550-304-9%$450.9K$389.5K-$61.4K2026-10-08
Family Wealth Partners, LLC
INCREASED3,2402,512+728+29%$350.8K$389.5K+$38.8K2026-10-20
Huntleigh Advisors, Inc.
INCREASED3,2402,940+300+10%$410.4K$389.5K-$21.0K2026-11-03
Blue Fin Capital, Inc.
UNCHANGED3,2383,23800%$452.1K$389.3K-$62.8K2026-10-28
Advisory Solutions Group, LLC
NEW3,236—+3,236——$389.1K—2026-10-14
Baron Wealth Management LLC
INCREASED3,2353,009+226+8%$420.1K$388.9K-$31.2K2026-10-27
Convergence Investment Partners, LLC
DECREASED3,2326,091-2,859-47%$850.5K$388.6K-$461.9K2026-10-28
August Group Capital Ltd
DECREASED3,2303,372-142-4%$470.7K$388.2K-$82.5K2026-10-14
Horizon Financial Services, LLC
INCREASED3,2272,601+626+24%$363.2K$388.0K+$24.8K2026-11-04
Integris Wealth Management, LLC
INCREASED3,2272,992+235+8%$417.8K$388.0K-$29.8K2026-10-14
Embree Financial Group
DECREASED3,2233,236-130%$451.8K$387.5K-$64.3K2026-10-22
Hamilton Capital, LLC
INCREASED3,2211,688+1,533+91%$235.7K$387.3K+$151.6K2026-10-08
Christensen, King & Associates Investment Services, Inc.
INCREASED3,2151,777+1,438+81%$248.2K$386.5K+$138.3K2026-10-22
Greatmark Investment Partners, Inc.
DECREASED3,2053,255-50-2%$454.5K$385.3K-$69.2K2026-10-28
Soundwatch Capital LLC
UNCHANGED3,2003,20000%$446.8K$381.9K-$65.0K2026-11-04
Tenzing Financial LLC
DECREASED3,1973,299-102-3%$403.2K$294.2K-$108.9K2026-11-03
Garrett Wealth Advisory Group, LLC
DECREASED3,1843,259-75-2%$455.1K$382.8K-$72.2K2026-10-22
Studio Investment Management LLC
DECREASED3,1704,373-1,203-28%$610.6K$381.1K-$229.5K2026-10-22
Center for Financial Planning, Inc.
INCREASED3,1681,249+1,919+154%$174.4K$381.0K+$206.6K2026-10-26
Waller Financial Planning Group, Inc
DECREASED3,1613,181-20-1%$444.1K$380.0K-$64.1K2026-10-07
JSF Financial, LLC
INCREASED3,1592,509+650+26%$350.3K$379.8K+$29.5K2026-10-22
Outlook Wealth Advisors, LLC
INCREASED3,1592,830+329+12%$395.2K$379.8K-$15.3K2026-10-28
Rosenberg Matthew Hamilton
INCREASED3,1572,610+547+21%$364.4K$379.6K+$15.1K2026-10-05
Vann Equity Management LLC
INCREASED3,1523,028+124+4%$422.8K$379.0K-$43.9K2026-10-08
Align Financial, LLC
DECREASED3,1437,696-4,553-59%$1.1M$377.8K-$696.7K2026-10-16
Eubel Brady & Suttman Asset Management Inc
DECREASED3,1394,146-1,007-24%$579.0K$377.0K-$202.0K2026-11-04
Signature Wealth Management Partners, LLC
UNCHANGED3,1373,13700%$438.1K$377.2K-$60.9K2026-10-21
Roan Capital Partners
INCREASED3,1312,435+696+29%$340.0K$376.4K+$36.4K2026-10-09
Centurion Wealth Management LLC
DECREASED3,1123,432-320-9%$479.2K$374.2K-$105.1K2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
DECREASED3,1053,600-495-14%$502.7K$373.3K-$129.4K2026-10-08
Arkfeld Wealth Strategies, L.L.C.
DECREASED3,1043,454-350-10%$422.1K$351.1K-$71.0K2026-10-19
Nolet Wealth Management, LLC
DECREASED3,1003,343-243-7%$466.8K$372.7K-$94.1K2026-10-15
Bdfs Capital LLC
INCREASED3,0963,083+13+0%$430.5K$372.2K-$58.2K2026-10-14
Connecticut Wealth Management, LLC
INCREASED3,0782,334+744+32%$325.9K$370.1K+$44.2K2026-10-13
Veltria Advisors Corp.
INCREASED3,0722,483+589+24%$346.7K$369.3K+$22.6K2026-11-05
Eagle Strategies LLC
UNCHANGED3,0703,07000%$428.7K$369.2K-$59.6K2026-10-16
TrustBank
UNCHANGED3,0603,06000%$427.3K$367.9K-$59.4K2026-10-20
Deltec Asset Management LLC
UNCHANGED3,0553,05500%$426.6K$367.3K-$59.3K2026-10-26
Quantum Financial Planning Services, Inc.
UNCHANGED3,0533,05300%$426.3K$367.1K-$59.2K2026-10-14
Whelan Financial
INCREASED3,0492,347+702+30%$327.7K$366.6K+$38.9K2026-10-28
Aletheian Wealth Advisors LLC
INCREASED3,0472,969+78+3%$414.6K$366.3K-$48.2K2026-10-08
Firestone Capital Management
UNCHANGED3,0463,04600%$425.3K$366.2K-$59.1K2026-11-03
Convergence Financial, LLC
NEW3,037—+3,037——$365.1K—2026-10-27
United Community Bank
INCREASED3,0322,032+1,000+49%$283.7K$364.5K+$80.8K2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
INCREASED3,0322,977+55+2%$415.7K$364.6K-$51.1K2026-10-15
Fusion Capital, LLC
INCREASED3,0312,961+70+2%$413.5K$364.4K-$49.0K2026-10-28
DLK Investment Management, LLC
NEW3,019—+3,019——$363.0K—2026-10-09
Elevation Wealth Management LLC
NEW3,018—+3,018——$362.9K—2026-11-02
Legacy Wealth Partners, LLC
INCREASED3,0022,892+110+4%$403.8K$360.9K-$42.9K2026-10-15
Capital Wealth Alliance, LLC
DECREASED3,0003,640-640-18%$508.3K$360.7K-$147.6K2026-10-20
Spectrum Wealth Advisory Group, LLC
INCREASED2,9971,657+1,340+81%$231.3K$360.3K+$129.0K2026-10-29
Jm2 Capital Inc.
INCREASED2,9942,733+261+10%$381.6K$360.0K-$21.6K2026-10-14
Woodward Diversified Capital, LLC
DECREASED2,9893,507-518-15%$489.7K$359.4K-$130.3K2026-10-21
Livelsberger Financial Advisory
NEW2,987—+2,987——$359.1K—2026-10-28
Peak Financial Management, Inc.
DECREASED2,9843,009-25-1%$420.2K$358.8K-$61.4K2026-10-16
Gray Private Wealth, LLC
INCREASED2,9802,829+151+5%$395.0K$358.3K-$36.7K2026-10-28
Simon Quick Advisors, LLC
INCREASED2,9791,860+1,119+60%$259.7K$358.2K+$98.5K2026-10-26
Griffith & Werner, Inc.
DECREASED2,9743,031-57-2%$423.0K$357.6K-$65.4K2026-11-04
Covenant Asset Management, LLC
INCREASED2,9672,799+168+6%$390.8K$356.7K-$34.1K2026-10-14
Capital Management Associates, Inc
DECREASED2,9583,353-395-12%$468.2K$355.6K-$112.5K2026-10-20
Synergy Asset Management, LLC
NEW2,955—+2,955——$355.3K—2026-11-05
Archvest Wealth Advisors, Inc.
NEW2,952—+2,952——$354.9K—2026-10-29
Junk Investment Group, LLC
UNCHANGED2,9502,95000%$411.9K$354.7K-$57.2K2026-10-19
Chris Bulman Inc
UNCHANGED2,9452,94500%$411.2K$354.0K-$57.1K2026-10-20
Garde Capital, Inc.
INCREASED2,9412,924+17+1%$408.3K$353.6K-$54.7K2026-10-29
J. L. Bainbridge & Co., Inc.
INCREASED2,9402,840+100+4%$396.5K$353.5K-$43.1K2026-10-20
Garner Asset Management Corp
DECREASED2,9302,964-34-1%$413.9K$265.1K-$148.8K2026-10-30
Verus Financial Partners, Inc.
INCREASED2,9272,834+93+3%$395.7K$351.9K-$43.8K2026-10-29
B.O.S.S. Retirement Advisors, LLC
DECREASED2,9173,603-686-19%$503.1K$350.7K-$152.4K2026-10-26
Connecticut Capital Management Group, LLC
INCREASED2,9152,473+442+18%$345.3K$350.5K+$5.2K2026-10-29
Hobart Private Capital, LLC
DECREASED2,9112,961-50-2%$413.4K$350.0K-$63.5K2026-10-19
American Institute for Advanced Investment Management, LLP
INCREASED2,9021,452+1,450+100%$202.7K$348.9K+$146.2K2026-11-03
Monetary Solutions, Ltd
INCREASED2,9022,895+7+0%$404.2K$348.9K-$55.3K2026-10-22
Avantra Family Wealth, Inc.
DECREASED2,9012,989-88-3%$417.4K$348.8K-$68.6K2026-10-20
Latitude Advisors, LLC
INCREASED2,8882,724+164+6%$380.4K$347.2K-$33.1K2026-10-27
Flynn Zito Capital Management, LLC
UNCHANGED2,8782,87800%$401.9K$346.0K-$55.8K2026-11-04
Market Street Wealth Management Advisors LLC
INCREASED2,8712,191+680+31%$305.9K$345.2K+$39.3K2026-10-09
GSG Advisors LLC
INCREASED2,8712,550+321+13%$356.1K$345.2K-$10.9K2026-11-03
Invested Advisors
DECREASED2,8703,487-617-18%$486.9K$345.1K-$141.8K2026-10-23
Box Hill Private Wealth LLC
UNCHANGED2,8692,86900%$400.6K$344.9K-$55.7K2026-10-05
Uptick Partners, LLC
INCREASED2,8632,076+787+38%$289.9K$344.2K+$54.3K2026-11-04
Valley National Advisers Inc
DECREASED2,8592,860-10%$399.4K$343.7K-$55.6K2026-10-23
Stack Financial Management, Inc
UNCHANGED2,8582,85800%$399.1K$343.6K-$55.4K2026-11-02
Owl Creek Wealth Partners LLC
DECREASED2,8543,138-284-9%$438.2K$343.1K-$95.0K2026-10-20
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED2,8542,791+63+2%$389.7K$343.1K-$46.6K2026-10-28
New England Research & Management, Inc.
NEW2,850—+2,850——$342.7K—2026-10-16
Artesa Financial Group, LLC
DECREASED2,8493,089-240-8%$431.3K$342.5K-$88.8K2026-10-29
Wavvest Wealth LLC
NEW2,833—+2,833——$340.6K—2026-10-21
Rainier Family Wealth Inc
INCREASED2,8162,011+805+40%$280.8K$338.6K+$57.8K2026-11-02
Ridgewood Investments LLC
UNCHANGED2,8112,81100%$392.5K$338.0K-$54.5K2026-10-05
TSA Wealth Managment LLC
INCREASED2,8092,206+603+27%$308.0K$337.7K+$29.7K2026-10-22
Voisard Asset Management Group, Inc.
INCREASED2,8012,266+535+24%$316.5K$336.8K+$20.4K2026-10-13
North Point Portfolio Managers Corp
INCREASED2,8002,102+698+33%$293.5K$336.6K+$43.1K2026-10-07
Inlet Private Wealth, LLC
UNCHANGED2,8002,80000%$391.0K$336.6K-$54.3K2026-10-21
M.E. Allison & Co., Inc.
UNCHANGED2,7982,79800%$390.7K$336.4K-$54.3K2026-10-09
Flavin Financial Services, Inc.
UNCHANGED2,7972,79700%$390.5K$336.3K-$54.3K2026-10-21
KFA Private Wealth Group, LLC
NEW2,796—+2,796——$336.2K—2026-10-07
GreatBanc Trust Co
UNCHANGED2,7952,79500%$390.3K$336.0K-$54.2K2026-11-04
Brady Family Wealth, LLC
UNCHANGED2,7942,79400%$390.1K$335.9K-$54.2K2026-11-02
Great Waters Wealth Management
DECREASED2,7932,798-50%$390.6K$335.8K-$54.9K2026-10-07
Dickmeyer Boyce Financial Management, Inc.
DECREASED2,7903,931-1,141-29%$549.0K$335.5K-$213.5K2026-10-08
Pines Wealth Management, LLC
INCREASED2,7891,711+1,078+63%$238.9K$335.3K+$96.4K2026-10-21
Bell Investment Advisors, Inc
DECREASED2,7892,895-106-4%$404.2K$335.3K-$68.9K2026-10-29
Cypress Point Wealth Management, LLC
INCREASED2,7841,585+1,199+76%$221.3K$334.7K+$113.4K2026-11-03
Cedar Mountain Advisors, LLC
INCREASED2,7832,763+20+1%$385.8K$334.6K-$51.2K2026-10-15
BlueChip Wealth Advisors LLC
INCREASED2,7811,810+971+54%$252.7K$334.4K+$81.6K2026-11-03
ERn Financial, LLC
INCREASED2,7781,558+1,220+78%$217.5K$334.0K+$116.5K2026-10-28
Arrien Investments, Inc.
DECREASED2,7752,884-109-4%$402.7K$333.6K-$69.1K2026-10-30
PVG Asset Management Corp
INCREASED2,7702,736+34+1%$382.0K$333.0K-$49.0K2026-10-19
Silver Grove Financial Group, Inc.
DECREASED2,7652,789-24-1%$389.4K$332.4K-$57.0K2026-11-05
Discipline Wealth Solutions, LLC
INCREASED2,7581,935+823+43%$270.2K$331.6K+$61.4K2026-10-14
Stiles Financial Services Inc
UNCHANGED2,7382,73800%$382.3K$329.2K-$53.1K2026-10-30
BCU Wealth Advisors, LLC
DECREASED2,7372,755-18-1%$384.7K$329.1K-$55.6K2026-10-16
Penobscot Wealth Management
DECREASED2,7252,898-173-6%$404.6K$327.6K-$77.0K2026-10-21
Hoge Financial Services, LLC
INCREASED2,7162,601+115+4%$363.2K$327.1K-$36.0K2026-11-05
Cora Capital Advisors LLC
INCREASED2,7132,672+41+2%$373.1K$326.2K-$46.9K2026-11-02
Great Point Wealth Advisors, LLC
INCREASED2,7082,650+58+2%$370.0K$325.5K-$44.4K2026-10-15
Avion Wealth
INCREASED2,7062,466+240+10%$344.0K$325.0K-$19.0K2026-11-04
Wiser Wealth Management, Inc
INCREASED2,7002,450+250+10%$342.1K$324.6K-$17.5K2026-10-14
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED2,6982,69800%$376.8K$324.4K-$52.3K2026-10-21
WestHill Financial Advisors, Inc.
UNCHANGED2,6972,69700%$376.6K$324.3K-$52.3K2026-10-14
Financial Partners Group, Inc
INCREASED2,6942,368+326+14%$330.6K$323.9K-$6.7K2026-10-19
KFG Wealth Management, LLC
DECREASED2,6892,717-28-1%$379.4K$323.3K-$56.1K2026-10-16
Cane Capital Partners, LLC
NEW2,687—+2,687——$323.1K—2026-10-23
Evolution Wealth Management Inc.
INCREASED2,686669+2,017+301%$93.4K$323.0K+$229.6K2026-10-28
Capstone Wealth Management Group, Inc.
UNCHANGED2,6852,68500%$374.9K$322.8K-$52.1K2026-10-19
Woodstock Corp
NEW2,680—+2,680——$322.2K—2026-10-13
Regatta Capital Group, LLC
NEW2,679—+2,679——$322.1K—2026-10-23
Focused Alpha, LLC
DECREASED2,67712,627-9,950-79%$1.8M$321.9K-$1.4M2026-10-20
Provident Trust Co
UNCHANGED2,6682,66800%$372.5K$320.8K-$51.8K2026-10-29
Register Financial Advisors LLC
DECREASED2,6652,712-47-2%$378.7K$320.4K-$58.3K2026-10-23
E6 Portfolios, LLC
INCREASED2,6502,155+495+23%$300.9K$318.6K+$17.7K2026-10-26
XY Planning Network, Inc.
INCREASED2,6462,175+471+22%$303.7K$318.1K+$14.4K2026-10-14
F&V Capital Management, LLC
UNCHANGED2,6452,64500%$369.0K$318-$368.7K2026-10-19
Diversified Management Inc
INCREASED2,6422,437+205+8%$340.3K$317.7K-$22.6K2026-10-08
Samalin Investment Counsel, LLC
INCREASED2,6372,587+50+2%$361.2K$317.0K-$44.2K2026-10-23
MinichMacGregor Wealth Management, LLC
INCREASED2,6332,486+147+6%$347.1K$316.6K-$30.6K2026-10-14
Heartwood Wealth Advisors LLC
INCREASED2,6222,598+24+1%$362.8K$315.2K-$47.5K2026-10-05
Stone Summit Wealth LLC
UNCHANGED2,6202,62000%$365.8K$315.0K-$50.8K2026-10-14
J. Derek Lewis & Associates Inc.
DECREASED2,6192,648-29-1%$369.9K$315.0K-$54.9K2026-11-03
Able Wealth Management LLC
DECREASED2,6155,074-2,459-48%$708.5K$303.9K-$404.6K2026-10-13
Asset Allocation & Management Company, LLC
UNCHANGED2,6132,61300%$365$314-$512026-10-13
RIA Advisory Group LLC
DECREASED2,6095,323-2,714-51%$743.3K$313.7K-$429.6K2026-10-15
Mid-American Wealth Advisory Group, Inc.
INCREASED2,6091,535+1,074+70%$214.3K$313.6K+$99.4K2026-10-21
San Luis Wealth Advisors LLC
INCREASED2,6041,893+711+38%$264.3K$313.1K+$48.8K2026-10-27
GHP Investment Advisors, Inc.
DECREASED2,6003,044-444-15%$425.0K$312.6K-$112.4K2026-10-15
Missouri Trust & Investment Co
UNCHANGED2,6002,60000%$234.5K$312.6K+$78.1K2026-11-04
Curran Financial Partners, LLC
INCREASED2,5992,408+191+8%$336.2K$312.4K-$23.7K2026-11-04
Todd Wealth Management, LLC
UNCHANGED2,5942,59400%$362.2K$311.9K-$50.3K2026-10-19
Intelligence Driven Advisers, LLC
INCREASED2,5851,709+876+51%$238.6K$310.8K+$72.2K2026-10-09
Activest Wealth Management
INCREASED2,5822,328+254+11%$325.1K$310.4K-$14.6K2026-10-15
Lebenthal Global Advisors, LLC
INCREASED2,5791,985+594+30%$277.2K$310.0K+$32.9K2026-10-28
Trust Co
DECREASED2,5782,678-100-4%$373.9K$310.0K-$64.0K2026-10-09
Camden National Bank
INCREASED2,5762,565+11+0%$358.2K$309.7K-$48.4K2026-11-02
Carlson Financial, Inc.
DECREASED2,5682,669-101-4%$372.6K$308.8K-$63.8K2026-11-05
Central Valley Advisors, LLC
DECREASED2,5615,938-3,377-57%$829.3K$308.0K-$521.4K2026-10-27
Jeter Robert S II
NEW2,557—+2,557——$262.9K—2026-10-16
Strategic Family Wealth Counselors, L.L.C.
INCREASED2,5552,439+116+5%$340.5K$307.2K-$33.3K2026-10-29
Brandywine OAK Private Wealth LLC
INCREASED2,5442,464+80+3%$344.0K$305.9K-$38.2K2026-10-23
First Security Investment Management, Inc.
DECREASED2,5442,548-40%$355.7K$305.8K-$49.9K2026-11-05
Fulcrum Equity Management
INCREASED2,5402,305+235+10%$321.8K$305.4K-$16.5K2026-10-21
Raab & Moskowitz Asset Management LLC
UNCHANGED2,5392,53900%$354.6K$305.3K-$49.3K2026-11-02
Fortitude Financial, LLC
UNCHANGED2,5302,53000%$353.3K$304.2K-$49.1K2026-10-19
Robinson Smith Wealth Advisors LLC
UNCHANGED2,5222,52200%$352.1K$303.2K-$48.9K2026-10-22
Country Trust Bank
INCREASED2,517277+2,240+809%$38.7K$302.6K+$263.9K2026-10-30
BridgePort Financial Solutions, LLC
INCREASED2,5141,651+863+52%$230.6K$302.3K+$71.7K2026-11-02
Unique Wealth, LLC
INCREASED2,5122,439+73+3%$340.6K$302.0K-$38.5K2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED2,5102,51000%$350.5K$301.8K-$48.7K2026-10-15
jvl associates llc
INCREASED2,5042,373+131+6%$331.3K$301.1K-$30.3K2026-10-09
Northern Lights Advisors, Inc.
NEW2,502—+2,502——$300.8K—2026-10-21
TrueWealth Advisors, LLC
INCREASED2,5012,431+70+3%$339.4K$300.7K-$38.7K2026-10-09
Aull & Monroe Investment Management Corp
UNCHANGED2,5002,50000%$349.1K$300.6K-$48.5K2026-10-16
Clientfirst Wealth Management, LLC
UNCHANGED2,5002,50000%$349.1K$300.6K-$48.5K2026-11-04
Kelly Financial Services LLC
DECREASED2,4972,543-46-2%$355.0K$300.2K-$54.9K2026-10-20
Dala Group, LLC
INCREASED2,4932,312+181+8%$322.8K$299.7K-$23.1K2026-10-29
Plan Group Financial, LLC
DECREASED2,4923,415-923-27%$476.8K$228.5K-$248.3K2026-10-22
Mascoma Wealth Management LLC
DECREASED2,4892,588-99-4%$361.4K$299.3K-$62.1K2026-10-23
Berkeley, Inc
UNCHANGED2,4892,48900%$347.5K$299.3K-$48.3K2026-10-20
Barnes Dennig Private Wealth Management LLC
DECREASED2,4702,842-372-13%$396.8K$297.0K-$99.9K2026-10-30
Investment Advisory Services Inc
INCREASED2,4702,256+214+9%$315.0K$297.0K-$18.0K2026-10-27
Hoxton Planning & Management, LLC
DECREASED2,4552,498-43-2%$348.8K$295.2K-$53.6K2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED2,4552,45500%$325.0K$280.0K-$45.0K2026-11-04
Yankcom Partnership
INCREASED2,45155+2,396+4356%$7.7K$294.7K+$287.0K2026-10-15
First Business Financial Services, Inc.
UNCHANGED2,4502,45000%$342.1K$294.6K-$47.5K2026-10-29
Yoder Wealth Management, Inc.
INCREASED2,4482,260+188+8%$315.6K$294.3K-$21.2K2026-10-13
Beacon Capital Management, LLC
INCREASED2,4472,437+10+0%$340.2K$294.2K-$46.1K2026-10-23
Independence Wealth Advisors, LLC
UNCHANGED2,4422,44200%$341.0K$293.7K-$47.4K2026-10-29
Kendall Capital Management
UNCHANGED2,4332,43300%$339.8K$292.6K-$47.2K2026-10-23
Commonwealth Financial Services, LLC
DECREASED2,4315,470-3,039-56%$430.8K$292.3K-$138.5K2026-10-20
One Way Holdings LLC
INCREASED2,4232,219+204+9%$309.8K$291.3K-$18.5K2026-10-29
High Note Wealth, LLC
INCREASED2,4222,230+192+9%$311.4K$291.2K-$20.2K2026-10-27
Telos Capital Management, Inc.
INCREASED2,4202,391+29+1%$333.8K$290.9K-$42.9K2026-11-02
Scissortail Wealth Management, LLC
INCREASED2,4131,758+655+37%$245.5K$290.1K+$44.6K2026-11-03
CPC Advisors, LLC
INCREASED2,4112,190+221+10%$305.8K$289.9K-$15.9K2026-10-21
Core Wealth Partners LLC
NEW2,404—+2,404——$289.1K—2026-11-02
Carnegie Lake Advisors LLC
DECREASED2,40022,118-19,718-89%$3.1M$2.7M-$405.0K2026-11-03
Farrow Financial, Inc.
UNCHANGED2,4002,40000%$335.1K$288.6K-$46.6K2026-10-30
Ballast, Inc.
INCREASED2,3962,350+46+2%$328.1K$288.1K-$40.1K2026-10-20
Laurel Wealth Advisors LLC
INCREASED2,3962,376+20+1%$331.8K$288.1K-$43.7K2026-10-27
Cahaba Wealth Management, Inc.
INCREASED2,3892,218+171+8%$309.7K$287.2K-$22.5K2026-10-26
Saxony Capital Management, LLC
INCREASED2,3831,780+603+34%$248.5K$286.5K+$38.0K2026-10-15
Cherrydale Wealth Management, LLC
DECREASED2,3832,451-68-3%$342.3K$286.6K-$55.7K2026-10-20
Portland Financial Advisors Inc
UNCHANGED2,3752,37500%$331.6K$285.5K-$46.1K2026-10-26
Innovative Wealth Building LLC
INCREASED2,3731,888+485+26%$263.7K$285.4K+$21.7K2026-10-14
DecisionMap Wealth Management, LLC
INCREASED2,3712,189+182+8%$305.7K$285.1K-$20.6K2026-10-29
Values Added Financial LLC
DECREASED2,3632,534-171-7%$353.8K$284.1K-$69.7K2026-10-28
Parisi Gray Wealth Management
INCREASED2,3611,947+414+21%$271.9K$283.8K+$11.9K2026-10-16
S&A Financial Services, Inc.
INCREASED2,3562,120+236+11%$296.0K$283.3K-$12.8K2026-11-03
Byrne Asset Management LLC
DECREASED2,3503,296-946-29%$460.2K$282.0K-$178.2K2026-10-06
Woodmont Investment Counsel LLC
INCREASED2,3501,659+691+42%$231.6K$282.5K+$50.9K2026-10-29
Brown Wealth Management, LLC
INCREASED2,3351,896+439+23%$264.7K$280.7K+$16.0K2026-10-20
Patton Albertson Miller Group, LLC
UNCHANGED2,3342,33400%$325.9K$280.6K-$45.3K2026-10-26
Consilium Wealth Advisory, LLC
UNCHANGED2,3202,32000%$323.9K$278.9K-$45.0K2026-10-14
Sonata Capital Group Inc
UNCHANGED2,3162,31600%$323.4K$278.5K-$44.9K2026-10-19
Evergreen Advisors, LLC
UNCHANGED2,3132,31300%$323.0K$278.1K-$44.9K2026-10-28
Kaizen Financial Strategies
DECREASED2,3102,779-469-17%$353.0K$277.7K-$75.3K2026-10-09
Novem Group
INCREASED2,3092,181+128+6%$304.5K$277.6K-$26.9K2026-10-19
Monte Financial Group, LLC
DECREASED2,3042,579-275-11%$232.6K$277.0K+$44.4K2026-11-02
Avid Wealth Partners LLC
INCREASED2,2972,224+73+3%$310.5K$276.2K-$34.4K2026-11-03
Piedmont Capital Management, LLC
DECREASED2,2952,635-340-13%$367.9K$275.9K-$92.0K2026-10-21
Kingstone Capital Partners Texas, LLC
UNCHANGED2,2842,28400%$318.9K$274.6K-$44.3K2026-11-03
Phillips Financial Management, LLC
INCREASED2,2822,203+79+4%$307.6K$274.4K-$33.2K2026-10-19
Southern Michigan Bank & Trust
INCREASED2,2782,101+177+8%$293.4K$273.9K-$19.5K2026-10-19
Legacy Financial Strategies, LLC
INCREASED2,2711,445+826+57%$201.8K$273.0K+$71.3K2026-10-15
Zenith Solutions, Inc.
INCREASED2,2692,125+144+7%$296.7K$272.8K-$23.9K2026-10-19
Cookson Peirce & Co Inc
UNCHANGED2,2572,25700%$315.1K$271.3K-$43.8K2026-10-30
Heritage OAK Wealth Advisors LLC
INCREASED2,2431,697+546+32%$236.9K$269.7K+$32.8K2026-10-14
Thrive Capital Management, LLC
NEW2,242—+2,242——$269.6K—2026-10-28
Roxbury Financial LLC
INCREASED2,23945+2,194+4876%$6.3K$269.2K+$262.9K2026-10-01
Prentice Wealth Management LLC
INCREASED2,2362,235+1+0%$312.1K$268.8K-$43.2K2026-10-20
Financial Planning Navigators Corp
INCREASED2,2301,596+634+40%$222.8K$268.1K+$45.3K2026-10-14
Advocate Group LLC
UNCHANGED2,2282,22800%$311.1K$267.9K-$43.2K2026-10-19
Clark Asset Management, LLC
DECREASED2,2252,565-340-13%$358.2K$267.5K-$90.6K2026-10-19
Holcombe Financial, Inc.
UNCHANGED2,2242,22400%$310.5K$267.4K-$43.1K2026-10-16
KRS Capital Management, LLC
NEW2,219—+2,219——$266.8K—2026-10-16
RAM Investment Partners, LLC
INCREASED2,2182,162+56+3%$301.9K$266.7K-$35.2K2026-10-21
Lakeshore Financial Planning, Inc.
UNCHANGED2,2142,21400%$309.1K$266.2K-$43.0K2026-10-13
Waters Parkerson & Co., LLC
UNCHANGED2,2122,21200%$308.9K$265.9K-$42.9K2026-11-04
Diesslin Group, Inc.
UNCHANGED2,2122,21200%$308.9K$265.9K-$42.9K2026-10-14
Next Level Private LLC
INCREASED2,2082,108+100+5%$294.3K$265.5K-$28.9K2026-10-20
Woodley Farra Manion Portfolio Management Inc
DECREASED2,2072,234-27-1%$311.9K$265.3K-$46.6K2026-11-05
Quest 10 Wealth Builders, Inc.
INCREASED2,2042,007+197+10%$280.3K$265.0K-$15.3K2026-11-02
Liberty Capital Management, Inc.
DECREASED2,2002,500-300-12%$349.1K$264.5K-$84.6K2026-11-02
CWS Financial Advisors, LLC
UNCHANGED2,1962,19600%$306.7K$264.1K-$42.6K2026-10-16
Balentine LLC
DECREASED2,1912,343-152-6%$327.2K$263.4K-$63.7K2026-11-03
CV Advisors LLC
DECREASED2,1782,378-200-8%$332.0K$261.9K-$70.2K2026-10-13
Three Arch Wealth Management LLC
INCREASED2,1732,157+16+1%$301.2K$261.3K-$39.9K2026-10-20
JDH Wealth Management, LLC
DECREASED2,1712,174-30%$303.5K$261.0K-$42.5K2026-10-20
Dominguez Wealth Management Solutions, Inc.
UNCHANGED2,1712,17100%$303.1K$261.0K-$42.1K2026-10-07
AUA Capital Management, LLC
UNCHANGED2,1712,17100%$303.1K$261.0K-$42.1K2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,1705,275-3,105-59%$736.5K$260.9K-$475.6K2026-10-14
Miramontes Capital, LLC
UNCHANGED2,1672,16700%$302.6K$260.5K-$42.0K2026-10-19
Gerald Baker Financial Group LLC
UNCHANGED2,1632,16300%$302.1K$260.1K-$42.0K2026-10-09
Elevated Capital Advisors, LLC
DECREASED2,1572,873-716-25%$401.2K$259.3K-$141.9K2026-11-04
Rainey & Randall Wealth Advisors Inc.
UNCHANGED2,1552,15500%$300.9K$259.1K-$41.8K2026-10-26
Smith Shellnut Wilson LLC
DECREASED2,1512,161-100%$301.7K$258.6K-$43.1K2026-10-21
Fidelity D & D Bancorp Inc
UNCHANGED2,1492,14900%$300.1K$258.4K-$41.7K2026-11-05
Barlow Wealth Partners, LLC
NEW2,143—+2,143——$241.1K—2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED2,1422,271-129-6%$317.0K$257.5K-$59.6K2026-11-04
Hilton Head Capital Partners, LLC
DECREASED2,1402,340-200-9%$326.8K$257.3K-$69.4K2026-10-23
Rockline Wealth Management, LLC
UNCHANGED2,1392,13900%$298.7K$257.2K-$41.5K2026-10-26
Riverwater Partners LLC
INCREASED2,1322,092+40+2%$292.1K$256.3K-$35.8K2026-11-03
MW Advisory, LLC
INCREASED2,1311,682+449+27%$234.9K$256.2K+$21.4K2026-10-19
Cornerstone National Bank & Trust Co
INCREASED2,1281,325+803+61%$168.3K$255.4K+$87.1K2026-10-20
UMB Private Wealth Management, LLC
NEW2,124—+2,124——$255.4K—2026-10-19
Tiller Private Wealth, Inc.
UNCHANGED2,1232,12300%$296.4K$255.2K-$41.2K2026-10-26
Nova Financial LLC
NEW2,120—+2,120——$254.9K—2026-11-04
Southern Capital Advisors, LLC
UNCHANGED2,1202,12000%$296.0K$254.9K-$41.1K2026-10-26
DSG Capital Advisors, LLC
NEW2,113—+2,113——$254.0K—2026-11-05
Gratus Wealth Advisors, LLC
NEW2,110—+2,110——$253.7K—2026-10-26
Summit Place Financial Advisors, LLC
DECREASED2,1102,345-235-10%$327.4K$253.7K-$73.7K2026-10-23
Kingdom Financial Group Llc.
DECREASED2,1082,233-125-6%$311.8K$253.4K-$58.3K2026-11-04
Clean Yield Group
UNCHANGED2,1052,10500%$293.9K$253.1K-$40.8K2026-10-28
West Paces Advisors Inc.
INCREASED2,1021,558+544+35%$217.5K$252.7K+$35.2K2026-10-13
Cardinal Point Capital Management ULC
DECREASED2,1002,987-887-30%$417.1K$252.5K-$164.6K2026-10-21
Arcataur Capital Management LLC
UNCHANGED2,1002,10000%$293.2K$252.5K-$40.7K2026-10-21
Affiance Financial, LLC
UNCHANGED2,1002,10000%$293.2K$252.5K-$40.7K2026-10-15
Instrumental Wealth, LLC
INCREASED2,0931,555+538+35%$217.1K$251.6K+$34.5K2026-10-20
Woodard & Co Asset Management Group Inc
INCREASED2,0902,036+54+3%$284.3K$251.3K-$33.0K2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED2,0782,07800%$290.1K$290.1K$02026-10-13
EnRich Financial Partners LLC
INCREASED2,0772,037+40+2%$284.4K$249.7K-$34.7K2026-10-21
Trust Co of the South
UNCHANGED2,0772,07700%$290.0K$249.7K-$40.3K2026-10-21
LMG Wealth Partners, LLC
UNCHANGED2,0772,07700%$290.0K$249.7K-$40.3K2026-11-05
Holland Advisory Services, Inc.
UNCHANGED2,0572,05700%$287.2K$247.3K-$39.9K2026-10-26
BNB Wealth Management, LLC
DECREASED2,0502,076-26-1%$289.9K$246.5K-$43.4K2026-10-28
Central Bank & Trust Co
DECREASED2,0462,052-60%$286.5K$246.0K-$40.5K2026-10-09
Oakworth Capital, Inc.
UNCHANGED2,0432,04300%$280.9K$245.6K-$35.3K2026-10-26
EPG Wealth Management LLC
INCREASED2,0402,003+37+2%$279.7K$245.3K-$34.4K2026-11-03
Arch Global Advisors, LLC
INCREASED2,0271,570+457+29%$219.2K$243.7K+$24.5K2026-10-23
TruNorth Capital Management, LLC
INCREASED2,0261,508+518+34%$210.6K$243.6K+$33.0K2026-10-14
MBE Wealth Management, LLC
INCREASED2,0232,015+8+0%$281.4K$243.2K-$38.1K2026-10-26
Pathway Financial Advisors LLC
UNCHANGED2,0122,01200%$242.1K$241.9K-$2412026-10-07
Exchange Bank
DECREASED2,0112,318-307-13%$323.7K$241.8K-$81.9K2026-10-07
W.H. Cornerstone Investments Inc.
UNCHANGED2,0052,00500%$280.0K$241.1K-$38.9K2026-11-03
Adamsbrown Wealth Consultants LLC
INCREASED2,0011,705+296+17%$238.1K$240.6K+$2.5K2026-10-20
Advus Financial Partners, LLC
NEW2,000—+2,000——$240.5K—2026-10-20
TL Private Wealth
UNCHANGED2,0002,00000%$220.8K$202.7K-$18.1K2026-10-13
Gridiron Partners, LLC
UNCHANGED2,0002,00000%$279.3K$240.5K-$38.8K2026-10-08
Perennial Advisors, LLC
UNCHANGED2,0002,00000%$279.3K$240.5K-$38.8K2026-10-13
Birchwood Financial Partners, Inc.
INCREASED1,9941,934+60+3%$270.0K$239.7K-$30.3K2026-11-02
Lynx Investment Advisory
INCREASED1,9921,852+140+8%$258.6K$239.5K-$19.1K2026-10-27
Chapman Financial Group, LLC
UNCHANGED1,9891,98900%$277.7K$239.1K-$38.6K2026-10-26
My Personal CFO, LLC
INCREASED1,9871,975+12+1%$275.8K$238.9K-$36.9K2026-10-14
Kwmg, LLC
UNCHANGED1,9831,98300%$276.9K$238.4K-$38.5K2026-10-07
GR Financial Group, LLC
INCREASED1,9781,530+448+29%$213.6K$237.8K+$24.2K2026-10-27
Quantum Private Wealth, LLC
INCREASED1,9721,472+500+34%$205.6K$237.1K+$31.5K2026-10-20
Stirlingshire Investments, Inc.
INCREASED1,9721,619+353+22%$226.1K$237.1K+$11.0K2026-11-05
Pittenger & Anderson Inc
INCREASED1,9651,366+599+44%$190.7K$236.3K+$45.6K2026-11-02
Gibson Capital, LLC
INCREASED1,9581,957+1+0%$273.3K$235.4K-$37.8K2026-10-23
bLong Financial, LLC
UNCHANGED1,9561,95600%$273.1K$235.2K-$37.9K2026-10-29
Vilga Financial Planning LLC
INCREASED1,9511,833+118+6%$255.9K$234.6K-$21.4K2026-10-09
Radnor Capital Management, LLC
UNCHANGED1,9501,95000%$272.3K$234.4K-$37.8K2026-10-23
Inspirion Wealth Advisors, LLC
DECREASED1,9492,129-180-8%$270.4K$234.3K-$36.1K2026-10-09
Legacy Private Trust Co.
UNCHANGED1,9491,94900%$272.1K$234.3K-$37.8K2026-10-06
DiNuzzo Private Wealth, Inc.
UNCHANGED1,9481,94800%$272.0K$234.2K-$37.8K2026-10-16
Financial Consulate, Inc
DECREASED1,9461,947-10%$271.8K$233.9K-$37.9K2026-10-23
Pacific Excel Wealth Advisors, Inc.
DECREASED1,9405,192-3,252-63%$725.0K$220.2K-$504.8K2026-10-27
Caliber Wealth Management, LLC / KS
DECREASED1,9402,857-917-32%$398.9K$233.2K-$165.7K2026-11-04
Tenet Wealth Partners, LLC
NEW1,935—+1,935——$232.6K—2026-10-19
Paragon Capital Management Ltd
UNCHANGED1,9351,93500%$270.2K$232.7K-$37.5K2026-10-09
Zeit Capital LLC
UNCHANGED1,9331,93300%$269.9K$232.4K-$37.5K2026-10-19
Community Financial Services Group, LLC
DECREASED1,9322,205-273-12%$280.1K$231.8K-$48.2K2026-10-15
OAK Family Advisors, LLC
UNCHANGED1,9201,92000%$268.1K$230.8K-$37.2K2026-10-19
Northwest Financial Advisors
UNCHANGED1,9191,91900%$268.0K$230.7K-$37.2K2026-10-27
Goldstein Advisors, LLC
NEW1,916—+1,916——$230.4K—2026-10-15
Johnson & White Wealth Management, LLC
UNCHANGED1,9111,91100%$266.8K$229.8K-$37.1K2026-11-03
Strata Wealth Advisors, LLC
INCREASED1,9081,705+203+12%$238.1K$229.4K-$8.7K2026-10-16
Castleview Partners, LLC
INCREASED1,9071,881+26+1%$262.6K$229.3K-$33.4K2026-10-09
Abner Herrman & Brock LLC
INCREASED1,9041,729+175+10%$241$229-$122026-10-20
Towercrest Capital Management
UNCHANGED1,9041,90400%$265.9K$228.9K-$36.9K2026-10-23
Fortitude Family Office, LLC
DECREASED1,9031,921-18-1%$268.2K$228.8K-$39.4K2026-10-14
Saxon Interests, Inc.
DECREASED1,9004,926-3,026-61%$687.8K$228.4K-$459.3K2026-10-26
Stableford Capital II LLC
DECREASED1,9002,230-330-15%$311.4K$228.4K-$82.9K2026-10-09
Blue Square Asset Management, LLC
UNCHANGED1,9001,90000%$265.3K$228.4K-$36.9K2026-11-02
Global Wealth Management Investment Advisory, Inc.
INCREASED1,8991,811+88+5%$252.9K$228.4K-$24.5K2026-11-04
Gilpin Wealth Management, LLC
INCREASED1,8881,663+225+14%$232.2K$227.0K-$5.2K2026-10-09
True North Advisors, LLC
DECREASED1,8832,711-828-31%$378.5K$226.3K-$152.1K2026-10-22
Macroview Investment Management LLC
INCREASED1,8821,653+229+14%$230.9K$226.3K-$4.5K2026-10-26
Trilogy Capital Inc.
INCREASED1,8791,750+129+7%$244.4K$225.9K-$18.4K2026-10-20
AAF Wealth Management, LLC
INCREASED1,8731,676+197+12%$234.0K$225.2K-$8.8K2026-10-28
Fulcrum Wealth Advisors, LLC
NEW1,872—+1,872——$225.1K—2026-10-16
Reap Financial Group, LLC
INCREASED1,8691,607+262+16%$224.3K$224.7K+$3312026-11-02
Tsfg, LLC
DECREASED1,8646,527-4,663-71%$911.0K$224-$910.8K2026-10-23
Laurion Capital Management LP
NEW1,858—+1,858——$223.4K—2026-10-30
Sensible Money, LLC
DECREASED1,8581,908-50-3%$266.4K$223.4K-$43.0K2026-10-20
Element Pointe Advisors, LLC
UNCHANGED1,8531,85300%$258.7K$222.8K-$35.9K2026-10-21
Gilman Hill Asset Management, LLC
UNCHANGED1,8501,85000%$258.3K$222.4K-$35.9K2026-10-13
GenWealth Group, Inc.
DECREASED1,8481,890-42-2%$264.0K$222.2K-$41.7K2026-10-16
Murphy & Mullick Capital Management Corp
UNCHANGED1,8481,84800%$258.0K$222.2K-$35.9K2026-11-02
RS Crum Inc.
INCREASED1,8451,795+50+3%$250.6K$221.8K-$28.8K2026-10-19
Reik & Co., LLC
UNCHANGED1,8451,84500%$257.6K$221.8K-$35.8K2026-10-27
Davis Investment Partners, LLC
INCREASED1,8421,800+42+2%$251.3K$221.5K-$29.9K2026-11-05
Aspect Partners, LLC
DECREASED1,8391,868-29-2%$260.8K$221.1K-$39.7K2026-10-20
Peck Wealth Management, LLC
UNCHANGED1,8321,83200%$255.8K$220.3K-$35.5K2026-10-29
Mosley Wealth Management
INCREASED1,8301,327+503+38%$185.3K$174.5K-$10.8K2026-10-16
MeadowBrook Investment Advisors LLC
UNCHANGED1,8301,83000%$255.5K$156.4K-$99.1K2026-10-29
National Wealth Management Group, LLC
INCREASED1,8261,623+203+13%$226.6K$219.5K-$7.1K2026-10-26
Braun-Bostich & Associates Inc.
INCREASED1,8191,723+96+6%$240.6K$218.7K-$21.9K2026-10-20
A4 Wealth Advisors LLC
INCREASED1,8171,682+135+8%$234.9K$218.5K-$16.4K2026-10-20
James T. Borello RIA
INCREASED1,8161,779+37+2%$248.4K$218.3K-$30.1K2026-10-16
Joseph P. Lucia & Associates, LLC
NEW1,810—+1,810——$217.6K—2026-10-30
Allied Investment Advisors, LLC
NEW1,807—+1,807——$217.3K—2026-10-13
Baldwin Wealth Partners LLC
UNCHANGED1,8051,80500%$252.0K$217.0K-$35.0K2026-10-13
West Tower Group, LLC
DECREASED1,8002,500-700-28%$349.1K$216.4K-$132.7K2026-10-14
Asset Planning,Inc
INCREASED1,8001,500+300+20%$209.5K$216.4K+$7.0K2026-10-26
Quantum Financial Partners LLC
UNCHANGED1,8001,80000%$251.3K$216.4K-$34.9K2026-10-19
Alamar Capital Management, LLC
UNCHANGED1,8001,80000%$251.3K$216.4K-$34.9K2026-11-02
Warren Street Wealth Advisors, LLC
NEW1,799—+1,799——$216.3K—2026-11-04
A&I Financial Services, LLC
UNCHANGED1,7991,79900%$251.2K$216.3K-$34.9K2026-10-15
Opulen Financial Group LLC
INCREASED1,7971,643+154+9%$229.4K$216.1K-$13.4K2026-10-22
Catalyst Capital Advisors LLC
INCREASED1,7811,441+340+24%$201.2K$214.1K+$12.9K2026-11-02
Deroy & Devereaux Private Investment Counsel Inc
INCREASED1,7801,655+125+8%$231.0K$214-$230.8K2026-10-26
Pine Haven Investment Counsel, Inc
DECREASED1,7752,150-375-17%$300.2K$213.4K-$86.8K2026-11-02
Well Done, LLC
INCREASED1,7731,546+227+15%$215.9K$213.2K-$2.7K2026-10-20
Iowa State Bank
UNCHANGED1,7701,77000%$247.1K$212.8K-$34.3K2026-10-06
Inlight Wealth Management, LLC
NEW1,768—+1,768——$212.6K—2026-10-21
Wealth Management Partners, LLC
INCREASED1,7681,660+108+7%$231.8K$212.6K-$19.2K2026-10-21
Bay Capital Advisors, LLC
UNCHANGED1,7651,76500%$246.4K$212.2K-$34.2K2026-10-16
Commerce Advisors, LLC
DECREASED1,7631,782-19-1%$248.9K$212.0K-$36.9K2026-10-19
Bria Capital Group, LLC
UNCHANGED1,7591,75900%$245.6K$211.5K-$34.1K2026-10-22
ARK & TLK Investments, LLC
UNCHANGED1,7581,75800%$245.5K$211.4K-$34.1K2026-10-20
Advisortrust Partners, LLC
NEW1,757—+1,757——$211.2K—2026-11-02
Brown Miller Wealth Management, LLC
DECREASED1,7372,077-340-16%$290.0K$208.8K-$81.2K2026-11-02
Decker Wealth Management LLC
UNCHANGED1,7371,73700%$242.5K$208.8K-$33.7K2026-10-09
Highline Wealth Partners LLC
INCREASED1,7321,347+385+29%$188.1K$208.2K+$20.2K2026-10-19
Keeler & Nadler Financial Planning & Wealth Management
NEW1,730—+1,730——$208.0K—2026-10-28
Marino, Stram & Associates LLC
DECREASED1,7241,774-50-3%$247.7K$207.3K-$40.4K2026-10-22
Cassilly Financial Group LLC
INCREASED1,7231,480+243+16%$206.7K$207.2K+$5042026-10-07
Fidelis iM, LLC
UNCHANGED1,7181,71800%$239.9K$206.6K-$33.3K2026-10-16
Oasis Advisors, LLC
NEW1,715—+1,715——$206.2K—2026-10-16
Petersen Hastings Wealth Advisors Inc.
DECREASED1,7141,724-10-1%$240.7K$206.1K-$34.6K2026-10-27
Joseph Group Capital Management
INCREASED1,7121,551+161+10%$216.6K$205.8K-$10.7K2026-11-04
O'Connor Financial Group LLC
DECREASED1,7101,721-11-1%$240.3K$205.6K-$34.7K2026-10-26
Intergy Private Wealth, LLC
DECREASED1,7091,717-80%$239.7K$205.5K-$34.3K2026-10-16
New Perspectives, Inc
UNCHANGED1,7091,70900%$238.6K$205.5K-$33.2K2026-10-14
Sterling Financial Planning, Inc.
UNCHANGED1,7001,70000%$237.3K$204.4K-$33.0K2026-10-28
Northland Securities, Inc.
UNCHANGED1,7001,70000%$237.4K$204.4K-$33.0K2026-11-02
Compass Financial Group, Inc
INCREASED1,6981,604+94+6%$224.0K$204.2K-$19.8K2026-10-13
Nearside Advisors, LLC
NEW1,694—+1,694——$203.7K—2026-10-20
QP Wealth Management, LLC
UNCHANGED1,6911,69100%$236.1K$203.3K-$32.8K2026-10-20
Verity & Verity, LLC
NEW1,687—+1,687——$202.8K—2026-10-23
Cynosure Group, LLC
UNCHANGED1,6871,68700%$235.6K$202.8K-$32.7K2026-11-03
Manchester Financial Inc
DECREASED1,6801,758-78-4%$245.5K$202.0K-$43.5K2026-10-15
Correct Capital Wealth Management
UNCHANGED1,6781,67800%$234.3K$201.7K-$32.6K2026-11-02
Fortitude Advisory Group L.L.C.
INCREASED1,6711,626+45+3%$227.1K$200.9K-$26.1K2026-10-15
WealthPLAN Partners, LLC
DECREASED1,6701,813-143-8%$253.1K$200.8K-$52.4K2026-10-15
Accelerate Investment Advisors LLC
DECREASED1,6681,776-108-6%$248.0K$200.5K-$47.4K2026-11-02
Whitegate Investment Counselors, Inc.
UNCHANGED1,6661,66600%$232.6K$200.3K-$32.3K2026-11-02
Beacon Investment Advisory Services, Inc.
DECREASED1,6621,776-114-6%$248.0K$199.8K-$48.2K2026-10-13
Abound Wealth Management
DECREASED1,6171,813-196-11%$253.2K$194.5K-$58.7K2026-10-26
Piscataqua Savings Bank
DECREASED1,6122,612-1,000-38%$364.7K$193.8K-$170.9K2026-10-21
Gen-Wealth Partners Inc
DECREASED1,6063,246-1,640-51%$453.2K$193.0K-$260.1K2026-11-04
Prudent Man Advisors, LLC
UNCHANGED1,6001,60000%$335.0K$288.5K-$46.5K2026-11-03
Signature Resources Capital Management, LLC
DECREASED1,5871,735-148-9%$242.2K$190.8K-$51.5K2026-10-16
West Financial Advisors, LLC
UNCHANGED1,5571,55700%$217.4K$187.2K-$30.2K2026-10-22
Main Street Group, LTD
UNCHANGED1,5241,52400%$212.8K$183.2K-$29.6K2026-10-28
GoalVest Advisory LLC
INCREASED1,5231,501+22+1%$209.6K$183.1K-$26.5K2026-10-02
Independence Bank of Kentucky
INCREASED1,520560+960+171%$78.2K$182.8K+$104.6K2026-10-26
Cape Investment Advisory, Inc.
INCREASED1,5161,022+494+48%$142.7K$182.3K+$39.6K2026-10-13
New England Capital Financial Advisors LLC
DECREASED1,5081,513-50%$211.3K$181.3K-$30.0K2026-11-03
Markowski Investments
INCREASED1,506406+1,100+271%$56.7K$181.1K+$124.4K2026-10-30
Bear Mountain Capital, Inc.
INCREASED1,4931,348+145+11%$145.3K$134.1K-$11.1K2026-11-04
RMG Wealth Management LLC
UNCHANGED1,4571,45700%$147.1K$125.3K-$21.9K2026-10-26
Covestor Ltd
INCREASED1,4481,370+78+6%$191.0K$174.0K-$17.0K2026-10-30
Private Wealth Management Group, LLC
DECREASED1,4161,513-97-6%$211.3K$170.2K-$41.0K2026-10-19
Financial Management Professionals, Inc.
INCREASED1,4151,315+100+8%$183.6K$170.1K-$13.5K2026-10-23
RHL Group, LLC
INCREASED1,400500+900+180%$70.0K$168.3K+$98.3K2026-11-04
Bare Financial Services, Inc
DECREASED1,3521,371-19-1%$191.4K$162.6K-$28.9K2026-11-04
Richards, Merrill & Peterson, Inc.
INCREASED1,3251,225+100+8%$171.0K$159.3K-$11.7K2026-10-19
LFA - Lugano Financial Advisors SA
UNCHANGED1,3101,31000%$182.9K$157.5K-$25.4K2026-11-03
First United Bank & Trust
INCREASED1,300800+500+63%$111.7K$156.3K+$44.6K2026-10-22
Tower Trust & Investment Co
DECREASED1,2961,305-9-1%$182.2K$155.8K-$26.4K2026-10-28
Finley Financial, LLC
UNCHANGED1,2841,28400%$179.3K$154.1K-$25.2K2026-10-28
Retirement Wealth Solutions LLC
INCREASED1,2671,050+217+21%$146.6K$152.3K+$5.7K2026-10-07
Ares Financial Consulting, LLC
INCREASED1,2071,145+62+5%$159.9K$145.1K-$14.8K2026-10-19
Evermay Wealth Management LLC
DECREASED1,2051,605-400-25%$224.1K$144.9K-$79.2K2026-11-05
Blume Capital Management, Inc.
INCREASED1,2011,200+1+0%$167.6K$144.4K-$23.2K2026-10-26
Buck Wealth Strategies, LLC
DECREASED1,2002,508-1,308-52%$350.2K$144.3K-$205.9K2026-10-28
Canton Hathaway, LLC
UNCHANGED1,1851,18500%$165.5K$142.5K-$23.0K2026-10-23
Princeton Global Asset Management LLC
UNCHANGED1,1831,18300%$165.2K$142.2K-$23.0K2026-10-21
Eukles Asset Management
DECREASED1,1671,400-233-17%$195.5K$140.3K-$55.2K2026-11-04
Reyes Financial Architecture, Inc.
INCREASED1,166839+327+39%$117.2K$140.2K+$23.0K2026-10-22
Gleason Group, Inc.
UNCHANGED1,1641,16400%$162.5K$139.9K-$22.6K2026-10-15
Fairway Wealth LLC
NEW1,158—+1,158——$139.2K—2026-10-30
Maj Invest Holding A/S
UNCHANGED1,1501,15000%$161$138.0K+$137.8K2026-10-27
Quaker Wealth Management, LLC
INCREASED1,145622+523+84%$86.9K$137.7K+$50.8K2026-10-22
Duncker Streett & Co Inc
UNCHANGED1,1381,13800%$158.9K$136.8K-$22.1K2026-10-27
Birchbrook, Inc.
DECREASED1,1266,462-5,336-83%$902.3K$135.4K-$766.9K2026-10-14
Smallwood Wealth Investment Management, LLC
INCREASED1,034953+81+9%$133.1K$124.4K-$8.8K2026-10-30
Arlington Trust Co LLC
INCREASED1,025678+347+51%$94.7K$123.2K+$28.6K2026-10-20
Hurley Capital, LLC
DECREASED1,0141,015-10%$141.7K$122.0K-$19.7K2026-11-05
SRH Advisors, LLC
UNCHANGED1,0001,00000%$139.6K$120.2K-$19.4K2026-10-22
Old Second National Bank of Aurora
UNCHANGED1,0001,00000%$139.6K$120.2K-$19.4K2026-10-22
IMG Wealth Management, Inc.
DECREASED9951,175-180-15%$164.1K$119.6K-$44.4K2026-10-27
Pacific Center for Financial Services
UNCHANGED99399300%$138.7K$119.4K-$19.3K2026-10-15
Prism Planning Partners LLC
NEW988—+988——$118.8K—2026-10-27
First Pacific Financial
INCREASED977681+296+43%$95.1K$117.5K+$22.4K2026-10-14
Creative Capital Management Investments LLC
INCREASED956881+75+9%$123.0K$114.9K-$8.1K2026-10-28
Strengthening Families & Communities, LLC
INCREASED954722+232+32%$100.8K$114.6K+$13.9K2026-10-21
Balance Wealth Partners LLC
NEW920—+920——$110.6K—2026-10-27
Global Trust Asset Management, LLC
INCREASED919894+25+3%$124.8K$110.5K-$14.3K2026-10-19
Vision Financial Markets LLC
UNCHANGED89989900%$114.1K$108.0K-$6.1K2026-10-22
Holos Integrated Wealth LLC
UNCHANGED87187100%$96.2K$80.2K-$16.0K2026-10-23
AXS Investments LLC
DECREASED8631,031-168-16%$144.0K$103.8K-$40.2K2026-11-04
Raleigh Capital Management Inc.
DECREASED861939-78-8%$131.1K$103.5K-$27.6K2026-10-28
Glass Jacobson Investment Advisors llc
UNCHANGED84284200%$117.6K$101.2K-$16.3K2026-10-26
Mechanics Financial Corp
DECREASED8255,825-5,000-86%$813.3K$99.2K-$714.2K2026-11-05
Ramsey Quantitative Systems
INCREASED818360+458+127%$50.3K$98.3K+$48.1K2026-10-22
3 Factor Indexing, LLC
UNCHANGED81281200%$113.4K$97.6K-$15.8K2026-10-15
Redwood Park Advisors LLC
INCREASED806303+503+166%$42.3K$96.9K+$54.6K2026-11-02
Costello Asset Management, Inc
DECREASED806906-100-11%$126.5K$96.9K-$29.6K2026-10-30
Downshift Financial, LLC
INCREASED803787+16+2%$109.9K$96.5K-$13.3K2026-10-13
Proathlete Wealth Management LLC
INCREASED799170+629+370%$23.7K$96.1K+$72.3K2026-10-15
Tounjian Advisory Partners, LLC
INCREASED768466+302+65%$65.1K$92.3K+$27.2K2026-11-04
Entrust Financial LLC
UNCHANGED75875800%$105.8K$91.1K-$14.7K2026-11-04
Nvwm, LLC
INCREASED747327+420+128%$45.7K$89.8K+$44.2K2026-10-14
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED714869-155-18%$121.3K$85.8K-$35.5K2026-10-21
1620 Investment Advisors, Inc.
UNCHANGED70770700%$98.7K$85.0K-$13.7K2026-11-04
Hoey Investments, Inc
UNCHANGED70070000%$97.7K$84.2K-$13.6K2026-10-29
Bay Harbor Wealth Management, LLC
DECREASED6871,035-348-34%$144.5K$82.6K-$61.9K2026-11-03
MB, Levis & Associates, LLC
UNCHANGED68168100%$95.1K$81.9K-$13.2K2026-10-16
Pilgrim Partners Asia Pte Ltd
UNCHANGED66066000%$92.2K$79.4K-$12.8K2026-10-29
Bfsg, LLC
DECREASED645675-30-4%$94.3K$77.5K-$16.7K2026-10-30
Kozak & Associates, Inc.
UNCHANGED64064000%$81.3K$61.1K-$20.1K2026-10-29
Barrett & Company, Inc.
DECREASED639828-189-23%$115.6K$76.8K-$38.8K2026-10-22
Meriwether Wealth & Planning, LLC
NEW626—+626——$75.3K—2026-10-13
Hager Investment Management Services, LLC
INCREASED610600+10+2%$83.8K$73.3K-$10.4K2026-11-04
NorthAvenue LLC
UNCHANGED58958900%$82.2K$70.8K-$11.4K2026-10-29
IFS Advisors, LLC
NEW579—+579——$69.6K—2026-10-14
City Holding Co
UNCHANGED55455400%$77.4K$66.6K-$10.7K2026-10-19
Sfam, LLC
UNCHANGED52952900%$73.8K$63.6K-$10.3K2026-11-03
DeDora Capital, Inc.
NEW526—+526——$63.2K—2026-10-26
POM Investment Strategies, LLC
DECREASED526776-250-32%$108.4K$63.2K-$45.1K2026-10-20
Coastline Trust Co
DECREASED521646-125-19%$90.2K$62.6K-$27.6K2026-10-01
Financially Speaking Inc
DECREASED514682-168-25%$30.1K$61.8K+$31.7K2026-11-05
Friedenthal Financial
NEW500—+500——$60.1K—2026-10-27
Legacy Bridge, LLC
UNCHANGED50050000%$69.8K$60.1K-$9.7K2026-10-28
Hughes Financial Services, LLC
INCREASED499485+14+3%$67.7K$46.0K-$21.8K2026-10-30
Burk Holdings LLC
INCREASED453289+164+57%$40.4K$54.5K+$14.1K2026-11-05
Marquette Asset Management, LLC
UNCHANGED45345300%$63.3K$54.5K-$8.8K2026-10-09
Clark Wealth Partners
INCREASED441296+145+49%$41.4K$53.0K+$11.7K2026-10-19
Vermillion Wealth Management, Inc.
DECREASED4241,377-953-69%$192.2K$50.9K-$141.3K2026-10-26
Harbor Capital Advisors, Inc.
NEW421—+421——$51—2026-10-22
Kimelman & Baird, LLC
UNCHANGED40040000%$55.9K$48.1K-$7.8K2026-11-03
Chung Wu Investment Group, LLC
UNCHANGED40040000%$55.9K$48.1K-$7.8K2026-11-03
Financial Network Wealth Advisors LLC
INCREASED381176+205+116%$24.6K$45.8K+$21.2K2026-10-28
Horrell Capital Management, Inc.
UNCHANGED38038000%$53.1K$45.7K-$7.4K2026-10-08
Rachor Investment Advisory Services, LLC
UNCHANGED37437400%$52.2K$45.0K-$7.3K2026-10-29
Carolina Wealth Advisors, LLC
INCREASED359267+92+34%$37.3K$43.2K+$5.9K2026-10-23
Marshall & Sterling Wealth Advisors Inc.
INCREASED355330+25+8%$46.1K$42.7K-$3.4K2026-10-28
Dakota Community Bank & Trust NA
NEW310—+310——$37.3K—2026-10-09
Blueline Advisors LLC
NEW310—+310——$37.3K—2026-10-15
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED30530500%$42.6K$36.7K-$5.9K2026-10-14
KFG LLC
NEW301—+301——$36.2K—2026-11-02
Cdkv Holdings LLC
UNCHANGED30130100%$42.0K$36.2K-$5.8K2026-10-28
GGM Financial LLC
UNCHANGED29729700%$41.5K$35.8K-$5.8K2026-11-05
Moisand Fitzgerald Tamayo, LLC
INCREASED294172+122+71%$24.0K$35.3K+$11.3K2026-10-15
Chilton Capital Management LLC
INCREASED28725+262+1048%$3.5K$34.5K+$31.0K2026-10-28
Burkett Financial Services, LLC
UNCHANGED27227200%$38.0K$32.7K-$5.3K2026-10-01
TFC Financial Management, Inc.
DECREASED271397-126-32%$55.4K$32.6K-$22.8K2026-10-26
Prudent Man Investment Management, Inc.
DECREASED270520-250-48%$19.2K$32.5K+$13.3K2026-11-03
Beacon Financial Strategies Corp
UNCHANGED25625600%$35.7K$30.8K-$5.0K2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED25525500%$36$31-$52026-10-14
Planning Strategies Inc.
INCREASED254235+19+8%$32.8K$30.5K-$2.3K2026-10-02
Investment Research & Advisory Group, Inc.
UNCHANGED25125100%$50.1K$43.2K-$7.0K2026-10-19
Navigoe, LLC
UNCHANGED25025000%$34$30.0K+$30.0K2026-11-04
Aventus Investment Advisors, Inc.
UNCHANGED23523500%$32.8K$28.3K-$4.6K2026-10-09
Next Level Wealth Planning, LLC
NEW229—+229——$27.5K—2026-10-29
Richardson Capital Management LLC
UNCHANGED22222200%$31.0K$26.7K-$4.3K2026-10-23
Dynamic Wealth Strategies, LLC
UNCHANGED22022000%$30.7K$26.5K-$4.3K2026-10-16
Pathway Financial Advisers, LLC
NEW212—+212——$25.4K—2026-10-27
Glynn Capital Management LLC
UNCHANGED21121100%$29.5K$25.4K-$4.1K2026-10-07
Dhjj Financial Advisors, Ltd.
UNCHANGED20520500%$28.6K$24.6K-$4.0K2026-10-23
Acumen Wealth Advisors, LLC
INCREASED204138+66+48%$19.3K$24.5K+$5.3K2026-11-05
Atlantic Edge Private Wealth Management, LLC
UNCHANGED20020000%$27.9K$24.0K-$3.9K2026-10-20
Olistico Wealth, LLC
UNCHANGED20020000%$27.9K$24.0K-$3.9K2026-10-05
Torren Management, LLC
INCREASED197167+30+18%$23.3K$23.6K+$3752026-10-29
Montgomery Financial Services LLC
UNCHANGED18518500%$25.8K$22.2K-$3.6K2026-11-03
Catherine Avery Investment Management LLC
UNCHANGED18118100%$25.3K$21.8K-$3.5K2026-10-14
Wormser Freres Gestion
UNCHANGED17517500%$21.3K$21.0K-$3052026-10-21
Kings Path Partners LLC
INCREASED16767+100+149%$9.4K$20.1K+$10.7K2026-10-21
Bradley & Co. Private Wealth Management, LLC
UNCHANGED16516500%$23.0K$19.8K-$3.2K2026-10-23
Madden Securities Corp
NEW159—+159——$19.2K—2026-10-27
Vaquero Private Wealth, LTD
UNCHANGED14714700%$20.5K$17.7K-$2.9K2026-10-27
Horizons Wealth Management
NEW143—+143——$17.2K—2026-10-05
Union Savings Bank
UNCHANGED13913900%$19.4K$16.7K-$2.7K2026-10-14
Investors Research Corp
UNCHANGED13813800%$19.3K$16.6K-$2.7K2026-10-07
Davis Capital Management
DECREASED132237-105-44%$33.1K$15.9K-$17.2K2026-10-08
PayPay Securities Corp
INCREASED13273+59+81%$10.2K$15.9K+$5.7K2026-10-27
Pacifica Partners Inc.
UNCHANGED13013000%$15.7K$15.6K-$462026-10-09
Comprehensive Financial Planning, Inc.
DECREASED118119-1-1%$16.6K$14.3K-$2.3K2026-10-27
John Boyer, Inc.
NEW102—+102——$12.3K—2026-10-27
Security National Bank
NEW101—+101——$12.1K—2026-10-26
Trifecta Capital Advisors, LLC
INCREASED10024+76+317%$3.4K$12.0K+$8.7K2026-10-21
Vima LLC
UNCHANGED959500%$13.3K$11.4K-$1.8K2026-10-23
Louisbourg Investments Inc.
DECREASED85115-30-26%$13.8K$8.3K-$5.5K2026-10-20
Pflug Koory, LLC
UNCHANGED858500%$11.9K$10.2K-$1.6K2026-10-26
Goodman Advisory Group, LLC
NEW82—+82——$9.9K—2026-11-02
WestEnd Advisors, LLC
UNCHANGED828200%$11.5K$9.9K-$1.6K2026-10-27
Portfolio Resources Advisor Group, Inc.
NEW81—+81——$9.7K—2026-10-20
Breakwater Investment Management
INCREASED8039+41+105%$5.4K$9.6K+$4.2K2026-10-20
Morton Brown Family Wealth, LLC
INCREASED7323+50+217%$3.2K$8.8K+$5.6K2026-10-23
United Financial Planning Group LLC
UNCHANGED666600%$9.3K$8.0K-$1.3K2026-11-04
DB Fitzpatrick & Co, Inc
UNCHANGED606000%$8.4K$7.2K-$1.2K2026-10-19
Compass Wealth Management LLC
NEW57—+57——$6.9K—2026-10-22
Maseco LLP
NEW52—+52——$6.2K—2026-10-27
Miller Global Investments, LLC
UNCHANGED505000%$7.0K$6.0K-$9702026-10-02
CrossGen Wealth, LLC
UNCHANGED505000%$7.0K$6.0K-$9702026-10-30
Ashurst Perkins Coie Trust Co
NEW39—+39——$4.7K—2026-10-15
Hoese & Co LLP
UNCHANGED363600%$5.0K$4.3K-$6982026-10-21
Phillip James Consulting Co.
DECREASED3253-21-40%$7.4K$3.8K-$3.6K2026-11-03
Noble Wealth Management PBC
INCREASED2522+3+14%$3.1K$3.0K-$662026-10-01
Networth Advisors, LLC
UNCHANGED212100%$2.9K$2.5K-$4072026-11-03
Mainstream Capital Management LLC
NEW20—+20——$2.4K—2026-10-23
Transce3nd, LLC
NEW20—+20——$1.9K—2026-10-26
St. Johns Investment Management Company, LLC
UNCHANGED181800%$2.5K$2.2K-$3492026-10-30
Wealth Analytics Partners, LLC
NEW10—+10——$1.2K—2026-10-19
Sunrise Financial Services, LLC
UNCHANGED3300%$419$361-$582026-10-21
Midwest Capital Advisors, LLC
UNCHANGED3300%$419$361-$582026-11-04
StrongBox Wealth, LLC
NEW2—+2——$240—2026-11-02
MJT & Associates Financial Advisory Group, Inc.
DECREASED21,172-1,170-100%$163.6K$241-$163.4K2026-10-07
Beacon Capital Management, Inc.
UNCHANGED1100%$91$78-$132026-10-13
Valliance Asset Management Ltd
CLOSED01,157,904-1,157,904-100%$161.7M$0-$161.7M2026-10-23
Fund Resources Investment Holding Group Co Ltd
CLOSED0403,757-403,757-100%$56.4M$0-$56.4M2026-11-03
BSN Capital Partners Ltd
CLOSED0300,000-300,000-100%$39.5M$0-$39.5M2026-10-23
Virtus Wealth Solutions LLC
CLOSED0166,047-166,047-100%$23.2M$0-$23.2M2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED0146,980-146,980-100%$20.5M$0-$20.5M2026-10-16
Lockheed Martin Investment Management Co
CLOSED0143,400-143,400-100%$20.0M$0-$20.0M2026-11-04
Funde Sino Life Insurance Co Ltd
CLOSED089,675-89,675-100%$12.5M$0-$12.5M2026-11-03
Geneva Partners, LLC
CLOSED063,206-63,206-100%$8.8M$0-$8.8M2026-10-26
Patton Fund Management, Inc.
CLOSED044,781-44,781-100%$6.3M$0-$6.3M2026-10-13
Legacy Capital Wealth Partners, LLC
CLOSED044,441-44,441-100%$6.2M$0-$6.2M2026-10-21
Hennessy Advisors Inc
CLOSED040,218-40,218-100%$5.6M$0-$5.6M2026-10-28
Generate Investment Management Ltd
CLOSED036,478-36,478-100%$5.1M$0-$5.1M2026-10-14
Parkway Wealth Management Group, LLC
CLOSED030,631-30,631-100%$4.3M$0-$4.3M2026-10-20
Jackson Square Capital, LLC
CLOSED025,045-25,045-100%$3.5M$0-$3.5M2026-10-19
Retireful, LLC
CLOSED019,437-19,437-100%$2.7M$0-$2.7M2026-10-09
Herald Investment Management Ltd
CLOSED019,000-19,000-100%$2.7M$0-$2.7M2026-10-05
Blueprint Investment Partners LLC
CLOSED015,800-15,800-100%$2.2M$0-$2.2M2026-10-28
REX Advisers, LLC
CLOSED014,000-14,000-100%$2.0M$0-$2.0M2026-10-08
Wellington Shields & Co., LLC
CLOSED011,243-11,243-100%$1.6M$0-$1.6M2026-11-03
Stone Wealth Partners
CLOSED010,698-10,698-100%$1.5M$0-$1.5M2026-11-05
Quattro Financial Advisors LLC
CLOSED010,175-10,175-100%$1.4M$0-$1.4M2026-10-15
Wellington Shields Capital Management, LLC
CLOSED010,171-10,171-100%$1.4M$0-$1.4M2026-11-03
Englebert Financial Advisers, LLC
CLOSED08,004-8,004-100%$1.1M$0-$1.1M2026-10-20
Wedge Capital Management L L P
CLOSED06,991-6,991-100%$976.2K$0-$976.2K2026-10-13
Johnson Financial Group, LLC
CLOSED05,712-5,712-100%$797.6K$0-$797.6K2026-11-03
Alpha Wealth Funds, LLC
CLOSED05,100-5,100-100%$710.2K$0-$710.2K2026-11-04
William John Sempolinski
CLOSED04,850-4,850-100%$677.2K$0-$677.2K2026-10-20
Range Financial Group LLC
CLOSED04,605-4,605-100%$643.0K$0-$643.0K2026-10-21
Elevate Capital Advisors, LLC
CLOSED04,315-4,315-100%$602.5K$0-$602.5K2026-11-02
Wealthcare Capital Management LLC
CLOSED04,206-4,206-100%$587.3K$0-$587.3K2026-10-21
Pavaki Capital Management LLC
CLOSED04,000-4,000-100%$558.5K$0-$558.5K2026-10-26
Sage Mountain Advisors LLC
CLOSED03,801-3,801-100%$530.7K$0-$530.7K2026-11-02
Tabr Capital Management, LLC
CLOSED03,590-3,590-100%$501.3K$0-$501.3K2026-10-20
CogentBlue Wealth Advisors, LLC
CLOSED03,479-3,479-100%$485.8K$0-$485.8K2026-10-09
Fullerton Advisors, LLC
CLOSED03,443-3,443-100%$480.7K$0-$480.7K2026-10-14
Avaii Wealth Management, LLC
CLOSED03,103-3,103-100%$433.2K$0-$433.2K2026-10-09
Teza Capital Management LLC
CLOSED03,078-3,078-100%$429.8K$0-$429.8K2026-10-23
Banque Pictet & CIE SA
CLOSED03,000-3,000-100%$417.2K$0-$417.2K2026-10-16
Hara Capital LLC
CLOSED02,956-2,956-100%$412.7K$0-$412.7K2026-10-30
Poehling Capital Management, Inc.
CLOSED02,735-2,735-100%$381.9K$0-$381.9K2026-10-20
Fourpath Capital Management, LLC
CLOSED02,431-2,431-100%$339.4K$0-$339.4K2026-10-19
West Wealth Group, LLC
CLOSED02,395-2,395-100%$334.5K$0-$334.5K2026-10-14
Trust Investment Advisors
CLOSED02,353-2,353-100%$328.5K$0-$328.5K2026-10-20
Greenwood Gearhart LLC
CLOSED02,275-2,275-100%$317.6K$0-$317.6K2026-11-02
Grantvest Financial Group LLC
CLOSED02,232-2,232-100%$311.7K$0-$311.7K2026-10-21
Winter & Associates, Inc.
CLOSED02,137-2,137-100%$298.4K$0-$298.4K2026-10-23
Ramiah Investment Group
CLOSED02,134-2,134-100%$298.0K$0-$298.0K2026-10-20
Silverberg Bernstein Capital Management LLC
CLOSED02,100-2,100-100%$293.2K$0-$293.2K2026-10-13
PFG Private Wealth Management, LLC
CLOSED02,048-2,048-100%$286.0K$0-$286.0K2026-10-15
Promethium Advisors,llc
CLOSED02,017-2,017-100%$281.6K$0-$281.6K2026-10-19
Capital City Trust Co
CLOSED02,010-2,010-100%$280.7K$0-$280.7K2026-10-22
Clarus Wealth Advisors
CLOSED02,002-2,002-100%$220.7K$0-$220.7K2026-10-13
Aurora Private Wealth, Inc.
CLOSED02,000-2,000-100%$279.0K$0-$279.0K2026-10-20
Washburn Capital Management, Inc.
CLOSED01,980-1,980-100%$276.5K$0-$276.5K2026-10-19
Asset Allocation Strategies LLC
CLOSED01,944-1,944-100%$271.4K$0-$271.4K2026-10-20
RiverTree Advisors, LLC
CLOSED01,806-1,806-100%$252.2K$0-$252.2K2026-10-13
DBA Trading, LLC
CLOSED01,800-1,800-100%$79.4K$0-$79.4K2026-11-04
Aspetuck Financial Management LLC
CLOSED01,797-1,797-100%$250.9K$0-$250.9K2026-11-04
Azzad Asset Management Inc
CLOSED01,747-1,747-100%$244.0K$0-$244.0K2026-11-04
Valtinson Bruner Financial Planning LLC
CLOSED01,721-1,721-100%$240.3K$0-$240.3K2026-11-02
Kellett Wealth Advisors, LLC
CLOSED01,719-1,719-100%$240.0K$0-$240.0K2026-10-15
Myecfo, LLC
CLOSED01,685-1,685-100%$235.3K$0-$235.3K2026-10-14
Bender Robert & Associates
CLOSED01,680-1,680-100%$234.6K$0-$234.6K2026-10-21
Spinnaker Investment Group, LLC
CLOSED01,668-1,668-100%$232.9K$0-$232.9K2026-10-13
Impact Investors, Inc
CLOSED01,656-1,656-100%$231.2K$0-$231.2K2026-11-02
Able Financial Group, LLC
CLOSED01,652-1,652-100%$230.7K$0-$230.7K2026-10-14
Seamount Financial Group Inc
CLOSED01,640-1,640-100%$229.1K$0-$229.1K2026-10-21
Kondo Wealth Advisors, Inc.
CLOSED01,629-1,629-100%$227.5K$0-$227.5K2026-10-19
Verity Asset Management, Inc.
CLOSED01,617-1,617-100%$225.7K$0-$225.7K2026-10-30
Grandview Asset Management LLC
CLOSED01,610-1,610-100%$224.8K$0-$224.8K2026-10-19
Cypress Capital Group
CLOSED01,600-1,600-100%$223.4K$0-$223.4K2026-11-03
Violich Capital Management, Inc.
CLOSED01,600-1,600-100%$223.4K$0-$223.4K2026-10-05
Financial Futures Ltd Liability Co.
CLOSED01,593-1,593-100%$222.4K$0-$222.4K2026-10-13
5th Street Advisors, LLC
CLOSED01,591-1,591-100%$222.1K$0-$222.1K2026-11-04
Dutch Asset Corp
CLOSED01,591-1,591-100%$222.2K$0-$222.2K2026-10-20
Kure Advisory, LLC
CLOSED01,583-1,583-100%$221.1K$0-$221.1K2026-10-08
Sheets Smith Wealth Management
CLOSED01,582-1,582-100%$220.9K$0-$220.9K2026-10-16
Bayforest Capital Ltd
CLOSED01,575-1,575-100%$219.9K$0-$219.9K2026-11-03
Seros Financial, LLC
CLOSED01,569-1,569-100%$219.0K$0-$219.0K2026-10-21
Verde Capital Management
CLOSED01,568-1,568-100%$218.9K$0-$218.9K2026-10-28
Firethorn Wealth Partners, LLC
CLOSED01,564-1,564-100%$218.4K$0-$218.4K2026-10-14
Aspen Wealth Management LLC
CLOSED01,562-1,562-100%$218.1K$0-$218.1K2026-10-14
Mission Financial Group, LLC
CLOSED01,560-1,560-100%$217.8K$0-$217.8K2026-10-21
Kelly Financial Group LLC
CLOSED01,556-1,556-100%$216.5K$0-$216.5K2026-10-16
ICW Investment Advisors LLC
CLOSED01,552-1,552-100%$216.7K$0-$216.7K2026-10-27
Puff Wealth Management, LLC
CLOSED01,541-1,541-100%$215.1K$0-$215.1K2026-10-07
Guardian Wealth Advisors, LLC
CLOSED01,535-1,535-100%$214.3K$0-$214.3K2026-10-30
Riverbend Wealth Management, LLC
CLOSED01,529-1,529-100%$213.5K$0-$213.5K2026-10-15
Hardin Capital Partners, LLC
CLOSED01,526-1,526-100%$214.0K$0-$214.0K2026-10-09
KOM Wealth Management Group, LLC
CLOSED01,524-1,524-100%$212.8K$0-$212.8K2026-10-15
Elmwood Wealth Management, Inc.
CLOSED01,523-1,523-100%$212.7K$0-$212.7K2026-10-14
White Lighthouse Investment Management Inc.
CLOSED01,509-1,509-100%$210.7K$0-$210.7K2026-10-21
TKG Advisors, LLC
CLOSED01,501-1,501-100%$209.6K$0-$209.6K2026-11-02
Slocum, Gordon & Co LLP
CLOSED01,500-1,500-100%$209.4K$0-$209.4K2026-10-19
Tweedy, Browne Co LLC
CLOSED01,500-1,500-100%$209.4K$0-$209.4K2026-11-04
Independence Financial Advisors, LLC
CLOSED01,500-1,500-100%$209.4K$0-$209.4K2026-10-08
TT Capital Management LLC
CLOSED01,500-1,500-100%$209.4K$0-$209.4K2026-10-15
Cathy Pareto & Associates, Inc
CLOSED01,491-1,491-100%$208.3K$0-$208.3K2026-10-15
Maia Wealth LLC
CLOSED01,490-1,490-100%$208.0K$0-$208.0K2026-10-19
LifePlan Financial, LLC
CLOSED01,488-1,488-100%$207.8K$0-$207.8K2026-10-13
St. Louis Trust Co
CLOSED01,484-1,484-100%$4.8M$0-$4.8M2026-11-03
TFB Advisors LLC
CLOSED01,481-1,481-100%$206.8K$0-$206.8K2026-11-02
Alliance Wealth Advisors, LLC
CLOSED01,477-1,477-100%$206.2K$0-$206.2K2026-10-28
Hendley & Co Inc
CLOSED01,475-1,475-100%$206$0-$2062026-10-29
HRC Wealth Management, LLC
CLOSED01,470-1,470-100%$205.3K$0-$205.3K2026-10-16
Charter Capital Management, Llc\de
CLOSED01,470-1,470-100%$205.3K$0-$205.3K2026-10-28
Hopwood Financial Services, Inc.
CLOSED01,460-1,460-100%$203.9K$0-$203.9K2026-10-29
Midwest Financial Group LLC
CLOSED01,450-1,450-100%$202.5K$0-$202.5K2026-10-15
Legacy Financial Independent Advisors LLC
CLOSED01,439-1,439-100%$200.9K$0-$200.9K2026-11-02
Conrad Siegel Investment Advisors, Inc.
CLOSED01,438-1,438-100%$200.8K$0-$200.8K2026-10-08
Maple Capital Management, Inc.
CLOSED01,433-1,433-100%$200.1K$0-$200.1K2026-11-02
Founders Capital Management
CLOSED01,025-1,025-100%$143.1K$0-$143.1K2026-10-13
LifeSteps Financial, Inc.
CLOSED0808-808-100%$112.8K$0-$112.8K2026-10-15
Gill Capital Partners, LLC
CLOSED0639-639-100%$89.2K$0-$89.2K2026-10-13
Redwood Family Wealth LLC
CLOSED0629-629-100%$87.9K$0-$87.9K2026-10-20
Prism Advisors, Inc.
CLOSED0448-448-100%$62.6K$0-$62.6K2026-10-09
Robinswood Financial LLC
CLOSED0362-362-100%$50.5K$0-$50.5K2026-10-20
Sims Investment Management, LLC
CLOSED0250-250-100%$23.3K$0-$23.3K2026-10-13
Obsidian CIO, LLC
CLOSED0232-232-100%$32.4K$0-$32.4K2026-11-05
Stone House Investment Management, LLC
CLOSED0158-158-100%$22.1K$0-$22.1K2026-10-23
Commonwealth Retirement Investments LLC
CLOSED0150-150-100%$21.0K$0-$21.0K2026-10-26
Paladin Partners, LLC
CLOSED0100-100-100%$14.0K$0-$14.0K2026-10-06
Halbert Hargrove Global Advisors, LLC
CLOSED035-35-100%$4.9K$0-$4.9K2026-10-16
Your Advocates Ltd., LLP
CLOSED019-19-100%$2.7K$0-$2.7K2026-11-03
Midway Capital Research & Management
CLOSED09-9-100%$1.3K$0-$1.3K2026-10-20
Bullseye Investment Management, LLC
CLOSED02-2-100%$279$0-$2792026-10-29
Mountain Hill Investment Partners Corp.
CLOSED01-1-100%$151$0-$1512026-10-23
Intact Investment Management Inc.
CLOSED000—$0$0$02026-11-03
Lloyd Advisory Services, Llc.
DECREASED015-15-100%$2.1K$41-$2.1K2026-11-02
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.1M$977.1K-$138.0K2026-10-29
BlackRock, Inc.
N/A—426,478,962-426,478,962-100%$59.5B———
Vanguard Capital Management LLC
N/A—285,230,183-285,230,183-100%$39.8B———
State Street Corp
N/A—216,849,675-216,849,675-100%$30.3B———
Nvidia Corp
N/A—214,776,632-214,776,632-100%$30.0B———
Invesco Ltd.
N/A—157,902,890-157,902,890-100%$22.0B———
Geode Capital Management, LLC
N/A—110,339,857-110,339,857-100%$15.4B———
FMR LLC
N/A—94,431,754-94,431,754-100%$13.2B———
Vanguard Portfolio Management LLC
N/A—89,395,975-89,395,975-100%$12.5B———
Softbank Group Corp.
N/A—86,956,522-86,956,522-100%$12.1B———
Primecap Management Co
N/A—75,250,958-75,250,958-100%$10.5B———
Capital Research Global Investors
N/A—73,749,883-73,749,883-100%$10.3B———
Norges Bank
N/A—61,714,672-61,714,672-100%$8.6B———
Morgan Stanley
N/A—61,516,453-61,516,453-100%$8.6B———
Capital World Investors
N/A—55,212,818-55,212,818-100%$7.7B———
Price T Rowe Associates Inc
N/A—53,547,772-53,547,772-100%$7.5B———
JPMorgan Chase & Co
N/A—50,425,548-50,425,548-100%$6.6B———
UBS Asset Management Americas LLC
N/A—46,239,139-46,239,139-100%$6.5B———
Northern Trust Corp
N/A—42,819,683-42,819,683-100%$6.0B———
Capital International Investors
N/A—38,567,084-38,567,084-100%$5.4B———
Van Eck Associates Corp
N/A—34,432,990-34,432,990-100%$4.8B———
Charles Schwab Investment Management Inc
N/A—33,298,214-33,298,214-100%$4.6B———
Bank of America Corp
N/A—31,724,362-31,724,362-100%$4.4B———
Amundi
N/A—30,293,732-30,293,732-100%$4.2B———
Legal & General Group Plc
N/A—29,335,458-29,335,458-100%$4.1B———
Goldman Sachs Group Inc
N/A—27,907,724-27,907,724-100%$3.9B———
Nuveen, LLC
N/A—26,071,238-26,071,238-100%$3.6B———
Vanguard Fiduciary Trust Co
N/A—25,934,476-25,934,476-100%$3.6B———
Deutsche Bank Ag\
N/A—24,778,473-24,778,473-100%$3.5B———
State Farm Mutual Automobile Insurance Co
N/A—24,059,342-24,059,342-100%$3.4B———
Barclays PLC
N/A—21,472,818-21,472,818-100%$3.0B———
UBS Group AG
N/A—19,502,935-19,502,935-100%$2.7B———
Wellington Management Group LLP
N/A—16,699,836-16,699,836-100%$2.3B———
BNP Paribas Financial Markets
N/A—13,777,776-13,777,776-100%$1.9B———
SG Americas Securities, LLC
N/A—13,559,338-13,559,338-100%$1.9B———
Canada Pension Plan Investment Board
N/A—13,238,118-13,238,118-100%$1.8B———
HSBC Holdings PLC
N/A—12,938,815-12,938,815-100%$1.8B———
Royal Bank of Canada
N/A—12,526,949-12,526,949-100%$1.7B———
Swiss National Bank
N/A—12,391,400-12,391,400-100%$1.7B———
Coatue Management LLC
N/A—12,084,027-12,084,027-100%$1.7B———
Rafferty Asset Management, LLC
N/A—11,127,772-11,127,772-100%$1.6B———
AQR Capital Management LLC
N/A—10,742,567-10,742,567-100%$1.5B———
Alliancebernstein L.P.
N/A—10,719,014-10,719,014-100%$473.0M———
Vanguard Global Advisers, LLC
N/A—10,182,666-10,182,666-100%$1.4B———
National Pension Service
N/A—9,999,492-9,999,492-100%$1.4B———
Wells Fargo & Company
N/A—9,761,123-9,761,123-100%$1.4B———
National Bank of Canada
N/A—8,756,909-8,756,909-100%$1.2B———
California Public Employees Retirement System
N/A—8,731,138-8,731,138-100%$1.2B———
Toronto Dominion Bank
N/A—8,618,269-8,618,269-100%$1.2B———
Vanguard Asset Management, Ltd
N/A—8,547,827-8,547,827-100%$1.2B———
Mirae Asset Global Etfs Holdings Ltd.
N/A—8,526,683-8,526,683-100%$1.2B———
D. E. Shaw & Co., Inc.
N/A—8,390,168-8,390,168-100%$1.2B———
Bank of Montreal
N/A—7,749,654-7,749,654-100%$1.1B———
Rhumbline Advisers
N/A—7,480,892-7,480,892-100%$1.0B———
Susquehanna International Group, LLP
N/A—7,435,259-7,435,259-100%$1.0B———
Renaissance Technologies LLC
N/A—7,321,928-7,321,928-100%$1.0B———
Jane Street Group, LLC
N/A—7,312,940-7,312,940-100%$1.0B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—7,167,239-7,167,239-100%$1.0B———
Polar Capital Holdings Plc
N/A—6,711,403-6,711,403-100%$937.1M———
California State Teachers Retirement System
N/A—6,671,769-6,671,769-100%$931.6M———
Neuberger Berman Group LLC
N/A—6,573,029-6,573,029-100%$914.5M———
Value Aligned Research Advisors, LLC
N/A—6,345,700-6,345,700-100%$886.1M———
BNP Paribas Asset Management Holding S.A.
N/A—5,370,938-5,370,938-100%$749.0M———
Evergreen Quality Fund GP, Ltd.
N/A—5,213,100-5,213,100-100%$727.9M———
Franklin Resources Inc
N/A—5,049,198-5,049,198-100%$705.0M———
Nordea Investment Management AB
N/A—4,764,682-4,764,682-100%$654.2M———
New York State Common Retirement Fund
N/A—4,756,025-4,756,025-100%$664.1M———
Qube Research & Technologies Ltd
N/A—4,741,620-4,741,620-100%$662.1M———
APG Asset Management N.V.
N/A—4,718,628-4,718,628-100%$576.3M———
First Manhattan Co. Llc.
N/A—4,638,876-4,638,876-100%$647.7M———
Prudential Financial Inc
N/A—4,437,253-4,437,253-100%$619.6M———
First Trust Advisors LP
N/A—4,363,426-4,363,426-100%$609.3M———
Tiger Global Management LLC
N/A—4,252,690-4,252,690-100%$593.8M———
Citadel Advisors LLC
N/A—4,218,311-4,218,311-100%$589.0M———
Royal London Asset Management LTD
N/A—4,166,552-4,166,552-100%$581.8M———
Manufacturers Life Insurance Company, the
N/A—4,083,350-4,083,350-100%$570.2M———
Bessemer Group Inc
N/A—4,070,243-4,070,243-100%$568.3M———
Adage Capital Partners GP, L.L.C.
N/A—4,063,385-4,063,385-100%$567.4M———
Eurizon Capital SGR S.p.A.
N/A—3,997,943-3,997,943-100%$548.6M———
Aviva PLC
N/A—3,846,377-3,846,377-100%$537.1M———
State Board of Administration of Florida Retirement System
N/A—3,803,073-3,803,073-100%$531.0M———
Maverick Capital LTD
N/A—3,668,855-3,668,855-100%$512.3M———
PNC Financial Services Group, Inc.
N/A—3,654,702-3,654,702-100%$510.3M———
Aberdeen Group plc
N/A—3,536,581-3,536,581-100%$493.8M———
Walleye Trading LLC
N/A—3,448,798-3,448,798-100%$481.6M———
Canada Life Assurance Co
N/A—3,435,694-3,435,694-100%$478.7M———
TD Asset Management Inc
N/A—3,408,833-3,408,833-100%$476.0M———
LPL Financial LLC
N/A—3,396,537-3,396,537-100%$474.3M———
Natixis Advisors, LLC
N/A—3,381,885-3,381,885-100%$472.2M———
Victory Capital Management Inc
N/A—3,357,740-3,357,740-100%$468.8M———
Ameriprise Financial Inc
N/A—3,118,113-3,118,113-100%$435.3M———
Korea Investment Corp
N/A—3,113,643-3,113,643-100%$434.8M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—3,015,622-3,015,622-100%$415.2M———
Quadrature Capital Ltd
N/A—2,985,903-2,985,903-100%$416.9M———
Acadian Asset Management LLC
N/A—2,932,344-2,932,344-100%$409.4M———
Russell Investments Group, Ltd.
N/A—2,884,489-2,884,489-100%$396.0M———
Greenwoods Asset Management Hong Kong Ltd.
N/A—2,751,193-2,751,193-100%$384.1M———
Danske Bank A/S
N/A—2,746,307-2,746,307-100%$383.5M———
Ensign Peak Advisors, Inc
N/A—2,731,186-2,731,186-100%$381.4M———
Quantinno Capital Management LP
N/A—2,710,508-2,710,508-100%$378.5M———
Raymond James Financial Inc
N/A—2,634,618-2,634,618-100%$367.9M———
HRT Financial LP
N/A—2,605,833-2,605,833-100%$363.9M———
PFA Pension, Forsikringsaktieselskab
N/A—2,576,450-2,576,450-100%$359.7M———
Marshall Wace, LLP
N/A—2,493,502-2,493,502-100%$348.2M———
Mitsubishi UFJ Trust & Banking Corp
N/A—2,457,702-2,457,702-100%$343.2M———
State of Wisconsin Investment Board
N/A—2,384,964-2,384,964-100%$333.0M———
Cantor Fitzgerald, L. P.
N/A—2,309,818-2,309,818-100%$322.5M———
Chevy Chase Trust Holdings, LLC
N/A—2,297,844-2,297,844-100%$320.8M———
AustralianSuper Pty Ltd
N/A—2,291,647-2,291,647-100%$320.0M———
Storebrand Asset Management AS
N/A—2,280,459-2,280,459-100%$318.4M———
Worldquant Millennium Advisors LLC
N/A—2,268,986-2,268,986-100%$316.8M———
Caisse de Depot ET Placement DU Quebec
N/A—2,266,402-2,266,402-100%$316.5M———
Handelsbanken Fonder AB
N/A—2,263,752-2,263,752-100%$316.1K———
Schroder Investment Management Group
N/A—2,260,348-2,260,348-100%$315.6M———
Vanguard Investments Australia, Ltd.
N/A—2,248,764-2,248,764-100%$314.0M———
Treasurer of the State of North Carolina
N/A—2,244,943-2,244,943-100%$313.5M———
Nomura Holdings Inc
N/A—2,227,800-2,227,800-100%$311.1M———
Nissay Asset Management Corp N
N/A—2,075,580-2,075,580-100%$289.8M———
CIBC Bancorp USA Inc.
N/A—2,062,345-2,062,345-100%$287.7M———
Point72 Asset Management, L.P.
N/A—2,024,595-2,024,595-100%$282.7M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—2,022,102-2,022,102-100%$282.3M———
CapitalatWork S.A.
N/A—2,021,951-2,021,951-100%$282.3M———
US Bancorp \de\
N/A—2,002,511-2,002,511-100%$279.6M———
Nomura Asset Management Co LTD
N/A—2,000,116-2,000,116-100%$279.3M———
Hudson Bay Capital Management LP
N/A—1,983,366-1,983,366-100%$276.9M———
KLP Kapitalforvaltning AS
N/A—1,931,408-1,931,408-100%$269.7M———
ING Groep NV
N/A—1,857,710-1,857,710-100%$259.4M———
Life Cycle Investment Partners Ltd
N/A—1,854,351-1,854,351-100%$258.9M———
SurgoCap Partners LP
N/A—1,848,315-1,848,315-100%$258.1M———
FIL Ltd
N/A—1,839,138-1,839,138-100%$256.8M———
Mercer Global Advisors Inc
N/A—1,830,116-1,830,116-100%$255.5M———
Contrarius Group Holdings Ltd
N/A—1,773,028-1,773,028-100%$247.6M———
Huntington National Bank
N/A—1,767,778-1,767,778-100%$246.8M———
Bank of Nova Scotia
N/A—1,743,233-1,743,233-100%$243.4M———
Voya Investment Management LLC
N/A—1,724,912-1,724,912-100%$240.3M———
Clearbridge Investments, LLC
N/A—1,724,636-1,724,636-100%$240.8M———
Ossiam
N/A—1,714,878-1,714,878-100%$239.4M———
Public Employees Retirement System of Ohio
N/A—1,683,909-1,683,909-100%$235.1M———
Capitolis Liquid Global Markets LLC
N/A—1,677,141-1,677,141-100%$234.2M———
State of Tennessee, Department of Treasury
N/A—1,598,559-1,598,559-100%$223.2M———
Omers Administration Corp
N/A—1,590,519-1,590,519-100%$222.1M———
Blue Sparrow, LLC
N/A—1,579,900-1,579,900-100%$220.6M———
Bright Valley Capital Ltd
N/A—1,567,500-1,567,500-100%$218.9M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,554,289-1,554,289-100%$217.0M———
Public Employees Retirement Association of Colorado
N/A—1,542,727-1,542,727-100%$215.4M———
Panagora Asset Management Inc
N/A—1,509,064-1,509,064-100%$210.7M———
Select Equity Group, L.P.
N/A—1,503,056-1,503,056-100%$209.9M———
E Fund Management Co., Ltd.
N/A—1,498,060-1,498,060-100%$209.2M———
Two Sigma Investments, LP
N/A—1,497,690-1,497,690-100%$209.1M———
Envestnet Asset Management Inc
N/A—1,493,552-1,493,552-100%$208.5M———
Teacher Retirement System of Texas
N/A—1,478,144-1,478,144-100%$206.4M———
Allianz Asset Management GmbH
N/A—1,453,295-1,453,295-100%$202.9M———
E20 Capital Ltd
N/A—1,442,910-1,442,910-100%$201.5M———
Tidal Investments LLC
N/A—1,442,193-1,442,193-100%$201.4M———
DnB Asset Management AS
N/A—1,432,695-1,432,695-100%$200.0M———
Tensor Edge Capital, LLC
N/A—1,421,098-1,421,098-100%$198.4M———
LBP AM SA
N/A—1,400,812-1,400,812-100%$195.6M———
Mariner, LLC
N/A—1,393,260-1,393,260-100%$194.5M———
Tredje Ap-fonden
N/A—1,376,579-1,376,579-100%$192.2M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—1,374,357-1,374,357-100%$191.9M———
Himension Capital (Singapore) Pte. Ltd.
N/A—1,360,958-1,360,958-100%$190.0M———
Cerity Partners LLC
N/A—1,326,665-1,326,665-100%$185.2M———
Castle Hook Partners LP
N/A—1,307,838-1,307,838-100%$182.6M———
Fifth Third Bancorp
N/A—1,299,694-1,299,694-100%$181.5M———
Squarepoint Ops LLC
N/A—1,268,470-1,268,470-100%$177.1M———
Zurich Insurance Group Ltd
N/A—1,265,318-1,265,318-100%$176.7M———
Resona Asset Management Co.,Ltd.
N/A—1,240,706-1,240,706-100%$171.1M———
Public Sector Pension Investment Board
N/A—1,227,980-1,227,980-100%$171.5M———
SEI Investments Co
N/A—1,223,912-1,223,912-100%$170.9M———
Guggenheim Capital LLC
N/A—1,199,847-1,199,847-100%$167.5M———
American Century Companies Inc
N/A—1,185,292-1,185,292-100%$165.5M———
OFI Invest Asset Management
N/A—1,162,019-1,162,019-100%$142.5M———
Jones Financial Companies Lllp
N/A—1,114,835-1,114,835-100%$143.1M———
Macquarie Group LTD
N/A—1,111,987-1,111,987-100%$155.3M———
Tudor Investment Corp ET AL
N/A—1,105,192-1,105,192-100%$154.3M———
Nykredit A/S
N/A—1,100,544-1,100,544-100%$153.7M———
Woodline Partners LP
N/A—1,082,071-1,082,071-100%$151.1M———
Focus Partners Wealth
N/A—1,080,599-1,080,599-100%$150.6M———
MetLife Investment Management, LLC
N/A—1,075,316-1,075,316-100%$150.1M———
SRB Corp
N/A—1,067,407-1,067,407-100%$149.0M———
Cetera Investment Advisers
N/A—1,058,651-1,058,651-100%$147.8M———
Lazard Asset Management LLC
N/A—1,054,015-1,054,015-100%$147.2M———
Capula Management Ltd
N/A—1,052,463-1,052,463-100%$147.0M———
Mufg Securities Emea plc
N/A—1,052,327-1,052,327-100%$146.9M———
Toms Capital Investment Management LP
N/A—1,047,000-1,047,000-100%$146.2M———
Susquehanna Portfolio Strategies, LLC
N/A—1,045,329-1,045,329-100%$146.0M———
Pacer Advisors, Inc.
N/A—981,292-981,292-100%$137.0M———
Erste Asset Management GmbH
N/A—965,254-965,254-100%$91.2M———
IEQ Capital, LLC
N/A—926,753-926,753-100%$129.4M———
Federated Hermes, Inc.
N/A—922,141-922,141-100%$128.8M———
Millennium Management LLC
N/A—893,751-893,751-100%$124.8M———
Gilder Gagnon Howe & Co LLC
N/A—873,727-873,727-100%$122.0M———
Stifel Financial Corp
N/A—873,187-873,187-100%$121.9M———
Osaic Holdings, Inc.
N/A—854,459-854,459-100%$119.3M———
1832 Asset Management L.P.
N/A—839,447-839,447-100%$117.2M———
Vident Advisory, LLC
N/A—837,318-837,318-100%$116.9M———
Fullerton Fund Management Co Ltd.
N/A—836,731-836,731-100%$116.8M———
Balyasny Asset Management L.P.
N/A—808,133-808,133-100%$112.8M———
HighTower Advisors, LLC
N/A—806,675-806,675-100%$112.6M———
Jennison Associates LLC
N/A—772,639-772,639-100%$107.9M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—761,185-761,185-100%$106.3M———
USS Investment Management Ltd
N/A—760,454-760,454-100%$106.1M———
M&T Bank Corp
N/A—756,383-756,383-100%$105.6M———
CTC LLC
N/A—745,232-745,232-100%$104.1M———
Skandinaviska Enskilda Banken AB (publ)
N/A—740,001-740,001-100%$103.2M———
Credit Agricole S A
N/A—723,074-723,074-100%$101.0M———
Capital Fund Management S.A.
N/A—705,653-705,653-100%$98.5M———
Man Group plc
N/A—703,789-703,789-100%$98.3M———
Schonfeld Strategic Advisors LLC
N/A—698,540-698,540-100%$97.5M———
Capital International, Inc.
N/A—693,663-693,663-100%$96.9M———
Wealthfront Advisers LLC
N/A—681,668-681,668-100%$95.2M———
Glenmede Trust Co NA
N/A—675,698-675,698-100%$94.3M———
Penserra Capital Management LLC
N/A—671,925-671,925-100%$93.8M———
Utah Retirement Systems
N/A—665,820-665,820-100%$93.0M———
Atreides Management, LP
N/A—663,802-663,802-100%$92.7M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—662,615-662,615-100%$92.2M———
CIBC World Market Inc.
N/A—661,144-661,144-100%$92.3M———
British Columbia Investment Management Corp
N/A—658,628-658,628-100%$92.0M———
Police & Firemen's Retirement System of New Jersey
N/A—657,782-657,782-100%$91.8M———
Varma Mutual Pension Insurance Co
N/A—652,423-652,423-100%$91.1M———
QRG Capital Management, Inc.
N/A—649,888-649,888-100%$90.7M———
Defiance ETFs, LLC
N/A—641,755-641,755-100%$81.5M———
Capital International Sarl
N/A—616,682-616,682-100%$86.1M———
TCW Group Inc
N/A—614,553-614,553-100%$85.8M———
Clark Capital Management Group, Inc.
N/A—603,741-603,741-100%$84.3M———
Banco Santander, S.A.
N/A—600,233-600,233-100%$83.8M———
Ilmarinen Mutual Pension Insurance Co
N/A—591,958-591,958-100%$82.7M———
Jupiter Asset Management LTD
N/A—585,604-585,604-100%$81.8M———
LOS Angeles Capital Management LLC
N/A—585,270-585,270-100%$81.7M———
BIT Capital GmbH
N/A—578,184-578,184-100%$80.7M———
Peak6 LLC
N/A—577,944-577,944-100%$80.7M———
Shelton Capital Management
N/A—575,527-575,527-100%$80.4M———
Pinebridge Investments LLC
N/A—569,422-569,422-100%$79.5M———
Kensico Capital Management Corp
N/A—563,200-563,200-100%$78.6M———
Voloridge Investment Management, LLC
N/A—562,481-562,481-100%$78.5M———
O'shaughnessy Asset Management, LLC
N/A—553,537-553,537-100%$77.3M———
Hamilton Capital Partners Inc.
N/A—553,497-553,497-100%$77.3M———
Ariel Investments, LLC
N/A—548,831-548,831-100%$76.6M———
Mediolanum International Funds Ltd
N/A—547,770-547,770-100%$72.2M———
Massachusetts Financial Services Co
N/A—544,582-544,582-100%$76.8M———
Harvest Fund Management Co., Ltd
N/A—541,588-541,588-100%$75.5M———
Vanguard Personalized Indexing Management, LLC
N/A—538,159-538,159-100%$75.1M———
Avantyr Capital Partners, LP
N/A—538,025-538,025-100%$75.1M———
Vinva Investment Management Ltd
N/A—517,317-517,317-100%$68.0M———
Jupiter Topco LLC
N/A—517,201-517,201-100%$72.1M———
Andra Ap-fonden
N/A—516,521-516,521-100%$72.1M———
Sculptor Capital LP
N/A—497,000-497,000-100%$69.4M———
CI Investments Inc.
N/A—496,907-496,907-100%$69.4M———
Empowered Funds, LLC
N/A—495,228-495,228-100%$69.1M———
Rockefeller Capital Management L.P.
N/A—494,717-494,717-100%$69.1M———
Janney Montgomery Scott LLC
N/A—491,979-491,979-100%$68.7M———
Pathstone Holdings, LLC
N/A—491,418-491,418-100%$68.8M———
ExodusPoint Capital Management, LP
N/A—491,218-491,218-100%$68.6M———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—488,322-488,322-100%$68.2M———
Catalyst Funds Management Pty Ltd
N/A—480,000-480,000-100%$67.0M———
Capital Counsel LLC
N/A—478,889-478,889-100%$66.9M———
MML Investors Services, LLC
N/A—476,692-476,692-100%$66.6M———
DJE Kapital AG
N/A—473,963-473,963-100%$63.8M———
Tairen Capital Ltd
N/A—469,340-469,340-100%$65.5M———
Alyeska Investment Group, L.P.
N/A—464,258-464,258-100%$64.8M———
Norinchukin Bank, The
N/A—459,606-459,606-100%$64.2M———
Parallax Volatility Advisers, L.P.
N/A—459,534-459,534-100%$64.2M———
Investment Management Corp of Ontario
N/A—446,777-446,777-100%$62.4M———
AE Wealth Management LLC
N/A—445,107-445,107-100%$62.2M———
Intech Investment Management LLC
N/A—443,355-443,355-100%$61.9M———
Voleon Capital Management LP
N/A—442,176-442,176-100%$61.7M———
Zacks Investment Management
N/A—441,771-441,771-100%$61.7M———
Altshuler Shaham Ltd
N/A—438,487-438,487-100%$61.2M———
Federation des caisses Desjardins du Quebec
N/A—432,322-432,322-100%$60.4M———
Prudential PLC
N/A—425,974-425,974-100%$59.5M———
Allstate Corp
N/A—420,355-420,355-100%$58.7M———
Meridiem Capital Partners LP
N/A—418,425-418,425-100%$58.4M———
Holocene Advisors, LP
N/A—410,900-410,900-100%$57.4M———
Anther Capital Ltd
N/A—402,275-402,275-100%$56.2M———
Captrust Financial Advisors
N/A—400,518-400,518-100%$55.9M———
Jump Financial, LLC
N/A—398,316-398,316-100%$55.6M———
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A—395,203-395,203-100%$55.2M———
Allworth Financial LP
N/A—371,823-371,823-100%$51.9M———
Teachers Retirement System of the State of Kentucky
N/A—371,695-371,695-100%$51.9M———
Mizuho Securities USA LLC
N/A—369,870-369,870-100%$51.6M———
Fayez Sarofim & Co
N/A—369,449-369,449-100%$51.6M———
Sanctuary Advisors, LLC
N/A—366,969-366,969-100%$51.2M———
Valueworks LLC
N/A—356,917-356,917-100%$49.8M———
Elo Mutual Pension Insurance Co
N/A—353,867-353,867-100%$49.4M———
Clifford Swan Investment Counsel LLC
N/A—351,293-351,293-100%$49.1M———
Blair William & Co
N/A—344,628-344,628-100%$48.1M———
Rheos Capital Works Inc.
N/A—340,000-340,000-100%$47.5M———
Picton Mahoney Asset Management
N/A—333,786-333,786-100%$46.6M———
Marex Group Ltd
N/A—332,512-332,512-100%$46.4M———
Trexquant Investment LP
N/A—320,909-320,909-100%$44.8M———
Becker Capital Management Inc
N/A—318,328-318,328-100%$44.4M———
Employees Retirement System of Texas
N/A—316,752-316,752-100%$44.2M———
Tower Research Capital LLC (TRC)
N/A—313,365-313,365-100%$43.8M———
Northwestern Mutual Wealth Management Co
N/A—308,347-308,347-100%$43.1M———
Saudi Central Bank
N/A—307,538-307,538-100%$42.9M———
Nishkama Capital, LLC
N/A—303,043-303,043-100%$42.3M———
Flputnam Investment Management Co
N/A—300,026-300,026-100%$41.9M———
Deltroit Asset Management (UK) LLP
N/A—294,245-294,245-100%$41.1M———
Sora Investors LLC
N/A—291,791-291,791-100%$40.7M———
Migdal Insurance & Financial Holdings Ltd.
N/A—288,209-288,209-100%$40.2M———
Baird Financial Group, Inc.
N/A—279,697-279,697-100%$39.1M———
Hel Ved Capital Management Ltd
N/A—278,950-278,950-100%$38.9M———
Kentucky Retirement Systems
N/A—278,569-278,569-100%$38.9M———
Walleye Capital LLC
N/A—277,826-277,826-100%$38.8M———
Capital International LTD
N/A—275,827-275,827-100%$38.5M———
Avala Global LP
N/A—275,700-275,700-100%$38.5M———
Arax Advisory Partners
N/A—270,605-270,605-100%$37.8M———
Atika Capital Management LLC
N/A—264,000-264,000-100%$36.9M———
Whittier Trust Co
N/A—261,532-261,532-100%$32.0M———
Mane Global Capital Management LP
N/A—260,340-260,340-100%$36.4M———
Private Advisory Group LLC
N/A—260,206-260,206-100%$36.3M———
Whale Rock Capital Management LLC
N/A—259,903-259,903-100%$36.3M———
Aptus Capital Advisors, LLC
N/A—257,326-257,326-100%$35.9M———
Brown Advisory Inc
N/A—256,137-256,137-100%$35.8M———
Rathbones Group PLC
N/A—253,952-253,952-100%$35.5M———
MAI Capital Management
N/A—253,907-253,907-100%$35.5M———
3G Capital Partners LP
N/A—250,000-250,000-100%$34.9M———
Danica Pension, Livsforsikringsaktieselskab
N/A—249,526-249,526-100%$34.8M———
Groupe la Francaise
N/A—249,502-249,502-100%$34.8M———
Dnca Finance
N/A—247,300-247,300-100%$34.5M———
Tocqueville Asset Management L.P.
N/A—245,841-245,841-100%$34.3M———
LMR Partners LLP
N/A—245,409-245,409-100%$34.3M———
Lombard Odier Asset Management (Switzerland) SA
N/A—245,281-245,281-100%$34.2M———
Cresset Asset Management, LLC
N/A—239,863-239,863-100%$33.5M———
Maryland State Retirement & Pension System
N/A—236,091-236,091-100%$33.0M———
CloudAlpha Capital Management Limited Kong
N/A—234,800-234,800-100%$32.8M———
Canada Post Corp Registered Pension Plan
N/A—234,186-234,186-100%$32.7M———
New Mexico Educational Retirement Board
N/A—233,470-233,470-100%$32.6M———
NewEdge Advisors, LLC
N/A—230,420-230,420-100%$32.2M———
Private Advisor Group, LLC
N/A—228,357-228,357-100%$31.9M———
Whittier Trust Co of Nevada Inc
N/A—228,193-228,193-100%$25.2M———
Square Wave Capital, LLC
N/A—228,100-228,100-100%$31.8M———
Daiichi Life Insurance Co., Ltd.
N/A—226,775-226,775-100%$31.7M———
New Age Alpha Advisors, LLC
N/A—226,625-226,625-100%$31.6M———
Seldon Capital LP
N/A—226,071-226,071-100%$31.6M———
Ameritas Investment Partners, Inc.
N/A—224,105-224,105-100%$31.3M———
Thames Capital Management LLC
N/A—223,725-223,725-100%$31.2M———
GTS Securities LLC
N/A—221,636-221,636-100%$30.9M———
South Dakota Investment Council
N/A—215,629-215,629-100%$30.1M———
Systematic Alpha Investments, LLC
N/A—215,388-215,388-100%$30.1M———
Milford Funds LTD
N/A—212,918-212,918-100%$29.7M———
Centiva Capital, LP
N/A—208,213-208,213-100%$29.1M———
Kultura Capital Management LP
N/A—206,750-206,750-100%$28.9M———
Cannell & Spears LLC
N/A—203,972-203,972-100%$28.5M———
Curi Capital, LLC
N/A—201,994-201,994-100%$28.2M———
Waverly Advisors, LLC
N/A—201,768-201,768-100%$28.2M———
Elequin Capital, LP
N/A—200,051-200,051-100%$27.9M———
Step Capital Management Pte. Ltd.
N/A—200,000-200,000-100%$27.9M———
Orion Porfolio Solutions, LLC
N/A—199,919-199,919-100%$27.9M———
Independent Advisor Alliance
N/A—196,723-196,723-100%$27.5M———
United Capital Financial Advisors, LLC
N/A—195,474-195,474-100%$27.3M———
Beacon Pointe Advisors, LLC
N/A—195,275-195,275-100%$27.3M———
Impax Asset Management Group plc
N/A—193,978-193,978-100%$27.1M———
Letko, Brosseau & Associates Inc
N/A—193,495-193,495-100%$27.0M———
Horizon Investments, LLC
N/A—192,682-192,682-100%$26.9M———
Merit Financial Group, LLC
N/A—192,070-192,070-100%$26.8M———
Great Lakes Advisors, LLC
N/A—191,344-191,344-100%$26.7M———
Oversea-Chinese Banking Corp Ltd
N/A—190,051-190,051-100%$25.5M———
Advisors Management Group Inc
N/A—189,709-189,709-100%$26.5M———
&partners
N/A—187,133-187,133-100%$26.2M———
Metis Global Partners, LLC
N/A—185,299-185,299-100%$25.9M———
Steward Partners Investment Advisory, LLC
N/A—180,249-180,249-100%$25.2M———
Tiaa Wealth Investment Management LLC
N/A—177,965-177,965-100%$24.8M———
UMB Bank, n.a.
N/A—177,749-177,749-100%$24.8M———
Banque Cantonale Vaudoise
N/A—177,672-177,672-100%$24.8M———
Osmosis Investment Management UK Ltd
N/A—177,563-177,563-100%$24.8M———
Sequoia Financial Advisors, LLC
N/A—175,809-175,809-100%$24.5M———
Persistent Asset Partners Ltd
N/A—173,113-173,113-100%$24.2M———
Global Retirement Partners, LLC
N/A—171,733-171,733-100%$24.0M———
Graham Capital Management, L.P.
N/A—171,262-171,262-100%$23.9M———
Rokos Capital Management LLP
N/A—169,689-169,689-100%$23.7M———
Nan Shan Life Insurance Co., Ltd.
N/A—169,092-169,092-100%$23.6M———
Ameritas Advisory Services, LLC
N/A—167,544-167,544-100%$23.4M———
KKM Financial LLC
N/A—166,641-166,641-100%$23.3M———
Fisher Asset Management, LLC
N/A—164,841-164,841-100%$23.0M———
Kera Capital Partners, Inc.
N/A—164,650-164,650-100%$23.0M———
Verition Fund Management LLC
N/A—164,538-164,538-100%$23.0M———
NS Partners Ltd
N/A—161,274-161,274-100%$22.5M———
Berkshire Capital Holdings Inc
N/A—160,840-160,840-100%$22.5M———
RPg Family Wealth Advisory, LLC
N/A—160,779-160,779-100%$22.4M———
Texas Yale Capital Corp.
N/A—160,187-160,187-100%$22.4M———
Sienna Gestion
N/A—160,096-160,096-100%$26.8M———
Rowlandmiller & Partners.adv
N/A—160,083-160,083-100%$22.4M———
Siemens Fonds Invest GmbH
N/A—159,053-159,053-100%$22.2M———
Baker Avenue Asset Management, LP
N/A—156,882-156,882-100%$21.9M———
Capital Wealth Planning, LLC
N/A—152,854-152,854-100%$21.3M———
Parus Finance (UK) Ltd
N/A—152,810-152,810-100%$17.9M———
Northwestern Mutual Investment Management Company, LLC
N/A—151,473-151,473-100%$21.2M———
Commerce Bank
N/A—150,392-150,392-100%$21.0M———
NFJ Investment Group, LLC
N/A—150,351-150,351-100%$21.0M———
Orion Investment Co
N/A—150,258-150,258-100%$21.0M———
Alight Capital Management LP
N/A—150,000-150,000-100%$20.9M———
Proem Advisors LLC
N/A—150,000-150,000-100%$20.9M———
Summit Trail Advisors, LLC
N/A—149,155-149,155-100%$20.8M———
Empirical Finance, LLC
N/A—147,571-147,571-100%$20.6M———
Artemis Wealth Advisors, LLC
N/A—143,099-143,099-100%$20.0M———
Wesleyan Assurance Society
N/A—142,600-142,600-100%$19.9M———
Integrated Wealth Concepts LLC
N/A—142,579-142,579-100%$19.9M———
Mufg Securities Americas Inc.
N/A—142,294-142,294-100%$19.9M———
VAN DEN Berg Management I, Inc
N/A—141,569-141,569-100%$19.8M———
EP Wealth Advisors, LLC
N/A—138,712-138,712-100%$19.4M———
Advisory Services Network, LLC
N/A—137,848-137,848-100%$19.2M———
Summit Street Capital Management, LLC
N/A—137,030-137,030-100%$19.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—135,391-135,391-100%$18.9M———
PDT Partners, LLC
N/A—135,200-135,200-100%$18.9M———
Caisse DES Depots ET Consignations
N/A—134,469-134,469-100%$18.8M———
Octahedron Capital Management L.P.
N/A—134,000-134,000-100%$18.7M———
Scopus Asset Management, L.P.
N/A—132,500-132,500-100%$18.5M———
Pinnacle Financial Partners, Inc.
N/A—131,660-131,660-100%$18.4M———
Aquatic Capital Management LLC
N/A—130,334-130,334-100%$18.2M———
Brown Brothers Harriman & Co
N/A—129,240-129,240-100%$18.0M———
JAG Capital Management, LLC
N/A—129,027-129,027-100%$18.0M———
Armistice Capital, LLC
N/A—129,011-129,011-100%$18.0M———
PFG Investments, LLC
N/A—128,621-128,621-100%$18.0M———
Sassicaia Capital Advisers LLC
N/A—126,119-126,119-100%$17.6M———
Securian Asset Management, Inc
N/A—125,543-125,543-100%$11.9M———
Coldstream Capital Management Inc
N/A—125,277-125,277-100%$17.5M———
Engineers Gate Manager LP
N/A—123,406-123,406-100%$17.2M———
Jefferies Financial Group Inc.
N/A—122,413-122,413-100%$17.1M———
Aragon Global Management, LP
N/A—121,250-121,250-100%$16.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—120,135-120,135-100%$16.8M———
KP Management LLC
N/A—120,000-120,000-100%$16.8M———
Oddo BHF Asset Management SAS
N/A—119,100-119,100-100%$16.6M———
Senvest Management, LLC
N/A—118,800-118,800-100%$16.6M———
Alteri Wealth LLC
N/A—118,426-118,426-100%$16.5M———
Stratos Wealth Partners, Ltd.
N/A—118,268-118,268-100%$16.5M———
Bleakley Financial Group, LLC
N/A—116,498-116,498-100%$16.3M———
Marco Investment Management LLC
N/A—115,783-115,783-100%$16.2M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—115,602-115,602-100%$16.1M———
J.W. Cole Advisors, Inc.
N/A—114,889-114,889-100%$16.0M———
Savant Capital, LLC
N/A—111,810-111,810-100%$14.9M———
Johnson Investment Counsel Inc
N/A—110,096-110,096-100%$15.4M———
Optiver Holding B.V.
N/A—107,157-107,157-100%$15.0M———
Group One Trading LLC
N/A—105,240-105,240-100%$14.7M———
Focus Partners Advisor Solutions, LLC
N/A—104,700-104,700-100%$14.6M———
Silvercrest Asset Management Group LLC
N/A—104,577-104,577-100%$14.6M———
Wahed Invest LLC
N/A—104,364-104,364-100%$14.6M———
Peapack Gladstone Financial Corp
N/A—103,439-103,439-100%$14.4M———
Clearstead Advisors, LLC
N/A—103,423-103,423-100%$14.4M———
Equitable Holdings, Inc.
N/A—102,426-102,426-100%$14.3M———
Stonebridge Capital Management Inc
N/A—101,636-101,636-100%$14.2M———
Principal Securities, Inc.
N/A—100,631-100,631-100%$14.1M———
Jain Global LLC
N/A—100,537-100,537-100%$14.0M———
K.J. Harrison & Partners Inc
N/A—100,170-100,170-100%$14.0M———
Soros Fund Management LLC
N/A—100,000-100,000-100%$14.0M———
Mutual Advisors, LLC
N/A—99,837-99,837-100%$13.9M———
Jacobi Capital Management LLC
N/A—99,233-99,233-100%$13.9M———
Zweig-DiMenna Associates LLC
N/A—98,400-98,400-100%$13.7M———
Caprock Group, LLC
N/A—96,674-96,674-100%$13.5M———
Boothbay Fund Management, LLC
N/A—96,486-96,486-100%$13.5M———
Gotham Asset Management, LLC
N/A—94,862-94,862-100%$13.2M———
Invictus Private Wealth, LLC
N/A—93,654-93,654-100%$13.1M———
Intesa Sanpaolo S.p.A.
N/A—93,521-93,521-100%$13.1M———
Meeder Asset Management Inc
N/A—93,156-93,156-100%$13.0M———
Gabelli Funds LLC
N/A—92,483-92,483-100%$12.9M———
Ibex Wealth Advisors
N/A—91,282-91,282-100%$12.7M———
Diversified Trust Co
N/A—91,235-91,235-100%$12.7M———
Telligent Fund, LP
N/A—90,000-90,000-100%$12.6M———
RWA Wealth Partners, LLC
N/A—88,680-88,680-100%$12.4M———
Kovack Advisors, Inc.
N/A—88,380-88,380-100%$11.7M———
Birchcreek Wealth Management, LLC
N/A—87,886-87,886-100%$12.3M———
Vestcor Inc
N/A—87,433-87,433-100%$12.2M———
Compound Planning, Inc.
N/A—87,311-87,311-100%$12.2M———
Deeter Investments LLP
N/A—85,743-85,743-100%$12.0M———
Barbara Oil Co.
N/A—85,000-85,000-100%$11.9M———
WCG Wealth Advisors LLC
N/A—84,050-84,050-100%$11.7M———
Icici Prudential Asset Management Co Ltd
N/A—83,116-83,116-100%$11.6M———
Clare Market Investments LLC
N/A—82,780-82,780-100%$11.6M———
Vestmark Advisory Solutions, Inc.
N/A—80,644-80,644-100%$11.3M———
Provident Co of the Employees of the Hebrew University LTD
N/A—80,280-80,280-100%$11.2M———
O'Neil Global Advisors, Inc.
N/A—80,191-80,191-100%$11.2M———
Morgens Waterfall Vintiadis & Co Inc
N/A—80,000-80,000-100%$11.2M———
Headlands Technologies LLC
N/A—79,654-79,654-100%$11.1M———
Summit Financial, LLC
N/A—78,017-78,017-100%$10.9M———
All Terrain Financial Advisors, LLC
N/A—77,323-77,323-100%$10.8M———
Callan Family Office, LLC
N/A—76,934-76,934-100%$10.7M———
Cornerstone Advisors, LLC
N/A—76,685-76,685-100%$10.7M———
Scotia Capital Inc.
N/A—76,426-76,426-100%$10.7M———
Stevens Capital Management LP
N/A—76,415-76,415-100%$10.7M———
Atom Investors LP
N/A—76,015-76,015-100%$10.6M———
Bartlett & Co. Wealth Management LLC
N/A—75,711-75,711-100%$10.6M———
Baillie Gifford & Co
N/A—75,295-75,295-100%$10.5M———
Choate Investment Advisors
N/A—73,659-73,659-100%$10.3M———
EFG International AG
N/A—72,222-72,222-100%$10.1M———
Frec Markets, Inc.
N/A—72,086-72,086-100%$10.1M———
Nicolet Bankshares Inc
N/A—71,387-71,387-100%$9.8M———
Freestone Grove Partners LP
N/A—71,232-71,232-100%$9.9M———
Woodbridge Co LTD
N/A—71,083-71,083-100%$9.9M———
William B. Walkup & Associates, Inc.
N/A—71,014-71,014-100%$9.9M———
Modern Wealth Management, LLC
N/A—71,006-71,006-100%$9.9M———
Sompo Asset Management Co., Ltd.
N/A—70,639-70,639-100%$9.9M———
Westpac Banking Corp
N/A—70,460-70,460-100%$9.8M———
Meeder Advisory Services, Inc.
N/A—69,878-69,878-100%$9.8M———
Barrier Capital Management, LLC
N/A—69,444-69,444-100%$9.7M———
Kingsview Wealth Management, LLC
N/A—69,034-69,034-100%$9.6M———
Gladstone Institutional Advisory LLC
N/A—68,488-68,488-100%$9.6M———
Flow Traders U.S. LLC
N/A—67,696-67,696-100%$9.5M———
Triglav Investments, D.O.O.
N/A—67,200-67,200-100%$9.4M———
Stephens Inc
N/A—67,055-67,055-100%$9.4M———
Longbow Finance SA
N/A—66,771-66,771-100%$9.3M———
Sphera Management Technology Funds Ltd
N/A—66,550-66,550-100%$9.3M———
Commerzbank Aktiengesellschaft
N/A—65,933-65,933-100%$9.2M———
Rothschild Investment LLC
N/A—65,668-65,668-100%$9.2M———
Central Trust Co
N/A—65,557-65,557-100%$9.2M———
Ballentine Partners, LLC
N/A—65,395-65,395-100%$9.1M———
Stance Capital LLC
N/A—65,045-65,045-100%$9.1M———
Davis R M Inc
N/A—63,961-63,961-100%$8.9M———
Keynote Financial Services LLC
N/A—63,765-63,765-100%$8.9M———
Wealthspire Advisors, LLC
N/A—63,471-63,471-100%$8.9M———
Circle Wealth Management, LLC
N/A—63,361-63,361-100%$8.8M———
Harbour Investments, Inc.
N/A—63,028-63,028-100%$8.8M———
Hantz Financial Services, Inc.
N/A—62,374-62,374-100%$8.7M———
Occudo Quantitative Strategies LP
N/A—62,288-62,288-100%$8.7M———
Ritholtz Wealth Management
N/A—62,252-62,252-100%$8.7M———
Holderness Investments Co
N/A—61,877-61,877-100%$8.6M———
Itau Unibanco Holding S.A.
N/A—61,686-61,686-100%$8.6M———
Castleark Management LLC
N/A—61,560-61,560-100%$8.6M———
Edgestream Partners, L.P.
N/A—61,472-61,472-100%$8.6M———
Capital Group Investment Management Pte. Ltd.
N/A—61,301-61,301-100%$8.6M———
Florida Trust Wealth Management Co
N/A—61,281-61,281-100%$8.6M———
Brevan Howard Capital Management LP
N/A—59,314-59,314-100%$8.3M———
Smartleaf Asset Management LLC
N/A—59,307-59,307-100%$7.8M———
OneDigital Investment Advisors LLC
N/A—58,530-58,530-100%$8.2M———
Envestnet Portfolio Solutions, Inc.
N/A—58,514-58,514-100%$8.2M———
Texas Capital Bank Wealth Management Services Inc
N/A—57,917-57,917-100%$8.1M———
L & S Advisors Inc
N/A—57,743-57,743-100%$8.1M———
Fort Sheridan Advisors LLC
N/A—57,638-57,638-100%$8.0M———
Howard Hughes Medical Institute
N/A—57,142-57,142-100%$8.0M———
Meiji Yasuda Asset Management Co Ltd.
N/A—56,554-56,554-100%$7.9M———
Westwood Holdings Group Inc
N/A—55,837-55,837-100%$7.8M———
Arkadios Wealth Advisors
N/A—55,704-55,704-100%$7.8M———
Pallas Capital Advisors LLC
N/A—54,482-54,482-100%$7.6M———
Greenwich Wealth Management LLC
N/A—53,944-53,944-100%$7.5M———
Twin Capital Management Inc
N/A—53,776-53,776-100%$7.5M———
Niles Investment Management, LLC
N/A—53,695-53,695-100%$7.5M———
Composition Wealth, LLC
N/A—53,679-53,679-100%$7.5M———
World Investment Advisors
N/A—53,502-53,502-100%$3.4M———
AlTi Global, Inc.
N/A—53,325-53,325-100%$7.4M———
Empower Advisory Group, LLC
N/A—52,261-52,261-100%$7.3M———
DV Trading LLC
N/A—51,878-51,878-100%$7.1M———
Geneos Wealth Management Inc.
N/A—51,673-51,673-100%$7.2M———
Polymer Capital Management (HK) LTD
N/A—51,594-51,594-100%$7.2M———
Joel Isaacson & Co., LLC
N/A—51,581-51,581-100%$7.2M———
Atlantic Union Bankshares Corp
N/A—51,339-51,339-100%$7.2M———
SIH Partners, Lllp
N/A—51,146-51,146-100%$7.1M———
BFC Planning, Inc.
N/A—50,632-50,632-100%$7.1M———
ABN Amro Bank N.V.
N/A—50,547-50,547-100%$7.0M———
M37 Management LP
N/A—50,000-50,000-100%$7.0M———
Banco BTG Pactual S.A.
N/A—50,000-50,000-100%$7.0M———
Vaughan David Investments LLC
N/A—49,602-49,602-100%$6.9M———
Great Valley Advisor Group, Inc.
N/A—49,385-49,385-100%$6.9M———
Stock Yards Bank & Trust Co
N/A—49,181-49,181-100%$6.9M———
AXQ Capital, LP
N/A—49,160-49,160-100%$6.9M———
Albar Capital Partners LLP
N/A—48,962-48,962-100%$6.8M———
West Michigan Advisors, LLC
N/A—48,685-48,685-100%$6.8M———
Hilltop Holdings Inc.
N/A—48,620-48,620-100%$6.8M———
Paragon Capital Management LLC
N/A—47,968-47,968-100%$6.7M———
Bluespring Wealth Management, LLC
N/A—47,959-47,959-100%$6.7M———
Azimuth Capital Investment Management LLC
N/A—47,725-47,725-100%$6.7M———
LEE Johnson Capital Management, LLC
N/A—47,421-47,421-100%$6.6M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—47,252-47,252-100%$6.6M———
Intrust Bank NA
N/A—46,880-46,880-100%$6.5M———
NewEdge Wealth, LLC
N/A—46,817-46,817-100%$6.5M———
Point Break Capital Management, LLC
N/A—46,666-46,666-100%$6.5M———
HM Payson & Co
N/A—46,535-46,535-100%$6.5M———
CreativeOne Wealth, LLC
N/A—46,462-46,462-100%$6.5M———
Savvy Advisors, Inc.
N/A—45,929-45,929-100%$6.4M———
J. Goldman & Co LP
N/A—45,811-45,811-100%$6.4M———
Insight Holdings Group, LLC
N/A—45,605-45,605-100%$6.4M———
Moors & Cabot, Inc.
N/A—45,310-45,310-100%$6.3M———
Core Capital Management & Research, inc.
N/A—44,822-44,822-100%$4.0M———
Knollwood Investment Advisory, LLC
N/A—44,748-44,748-100%$6.2M———
King Luther Capital Management Corp
N/A—44,620-44,620-100%$6.2M———
Spinnaker Trust
N/A—44,515-44,515-100%$6.2M———
Axiom Investors LLC
N/A—44,459-44,459-100%$6.2M———
Fiduciary Trust Co
N/A—44,419-44,419-100%$6.2M———
Silver OAK Securities, Incorporated
N/A—44,337-44,337-100%$6.2M———
IHT Wealth Management, LLC
N/A—44,233-44,233-100%$6.2M———
Centaurus Financial, Inc.
N/A—44,164-44,164-100%$6.2M———
NorthCoast Asset Management LLC
N/A—43,266-43,266-100%$6.0M———
Capstone Investment Advisors, LLC
N/A—43,215-43,215-100%$6.0M———
WIN Advisors, Inc
N/A—42,983-42,983-100%$6.0M———
Hurricane Capital Advisors LLC
N/A—42,601-42,601-100%$5.9M———
Sumitomo Life Insurance Co
N/A—41,796-41,796-100%$5.8M———
Dana Investment Advisors, Inc.
N/A—40,850-40,850-100%$5.7M———
Pavion Blue Capital, LLC
N/A—40,249-40,249-100%$5.7M———
Quinn Opportunity Partners LLC
N/A—40,000-40,000-100%$5.6M———
Snowden Capital Advisors LLC
N/A—39,879-39,879-100%$5.6M———
Pettee Investors, Inc.
N/A—39,794-39,794-100%$5.6M———
Phoenix Financial Ltd.
N/A—39,641-39,641-100%$5.5M———
Essex Financial Services, Inc.
N/A—39,310-39,310-100%$5.5M———
Catalyst Financial Partners LLC
N/A—39,134-39,134-100%$5.5M———
Sands Capital Management, LLC
N/A—39,132-39,132-100%$5.5M———
Moneta Group Investment Advisors LLC
N/A—38,941-38,941-100%$5.4M———
Naviter Wealth, LLC
N/A—38,912-38,912-100%$5.4M———
Allianz SE
N/A—38,276-38,276-100%$5.3M———
KR Capital LP
N/A—38,276-38,276-100%$5.3M———
Broadwater Capital Management LLC
N/A—38,256-38,256-100%$5.3M———
Kiley Juergens Wealth Management, LLC
N/A—38,160-38,160-100%$5.3M———
Freestone Capital Holdings, LLC
N/A—37,778-37,778-100%$5.3M———
Hills Bank & Trust Co
N/A—37,258-37,258-100%$5.2M———
Harbour Wealth Management Group, Inc.
N/A—37,134-37,134-100%$5.2M———
Legacy Financial Advisors, Inc.
N/A—36,676-36,676-100%$5.1M———
Foundations Investment Advisors, LLC
N/A—35,607-35,607-100%$5.0M———
Keystone Investors PTE LTD
N/A—35,300-35,300-100%$4.9M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—35,252-35,252-100%$4.9M———
Seeds Investor LLC
N/A—35,096-35,096-100%$4.9M———
North Star Asset Management Inc
N/A—35,059-35,059-100%$4.9M———
Fidelis Capital Partners, LLC
N/A—34,919-34,919-100%$4.9M———
Hidden Lake Asset Management LP
N/A—34,918-34,918-100%$4.9M———
Qtron Investments LLC
N/A—34,867-34,867-100%$4.9M———
Argent Trust Co
N/A—34,510-34,510-100%$4.8M———
Evolve Private Wealth, LLC
N/A—34,456-34,456-100%$4.8M———
Dorsey & Whitney Trust Co LLC
N/A—34,247-34,247-100%$4.8M———
Florida Financial Advisors, LLC
N/A—33,997-33,997-100%$4.7M———
Bradley Foster & Sargent Inc
N/A—33,666-33,666-100%$4.7M———
44 Wealth Management LLC
N/A—33,634-33,634-100%$4.7M———
Pine Valley Investments Ltd Liability Co
N/A—33,445-33,445-100%$4.7M———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—33,371-33,371-100%$4.7M———
Cedarwood Wealth LLC
N/A—33,234-33,234-100%$4.6M———
Fox Hill Wealth Management
N/A—33,198-33,198-100%$4.6M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—32,998-32,998-100%$4.6M———
Arete Wealth Advisors, LLC
N/A—32,683-32,683-100%$4.6M———
Erste Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—32,427-32,427-100%$4.5M———
Bridgewater Associates, LP
N/A—32,371-32,371-100%$4.5M———
Rehmann Capital Advisory Group
N/A—32,368-32,368-100%$4.5M———
Sound View Wealth Advisors Group, LLC
N/A—31,633-31,633-100%$4.4M———
Nwam LLC
N/A—31,589-31,589-100%$4.4M———
Lowe Brockenbrough & Co Inc
N/A—31,478-31,478-100%$4.4M———
Quantbot Technologies LP
N/A—31,424-31,424-100%$4.4M———
Science & Technology Partners, L.P.
N/A—31,413-31,413-100%$4.4M———
Edmond de Rothschild Holding S.A.
N/A—31,337-31,337-100%$4.4M———
Athena Investment Management
N/A—31,232-31,232-100%$4.4M———
Peregrine Asset Advisers, Inc.
N/A—31,076-31,076-100%$4.3M———
Disciplined Investors, L.L.C.
N/A—31,048-31,048-100%$4.3M———
Transcend Capital Advisors, LLC
N/A—30,951-30,951-100%$4.3M———
IQ EQ Fund Management (Ireland) Ltd
N/A—30,897-30,897-100%$4.3M———
Cordant, Inc.
N/A—30,892-30,892-100%$4.3M———
SageView Advisory Group, LLC
N/A—30,728-30,728-100%$4.3M———
Evercore Wealth Management, LLC
N/A—30,663-30,663-100%$4.3M———
Waddell & Associates, LLC
N/A—30,639-30,639-100%$4.3M———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—30,510-30,510-100%$2.8M———
Belpointe Asset Management LLC
N/A—30,438-30,438-100%$4.3M———
Xcelsior Advisor Partners LLC
N/A—30,137-30,137-100%$4.2M———
Buckland Partners Management Co LLC
N/A—30,000-30,000-100%$4.2M———
Banque Transatlantique SA
N/A—29,958-29,958-100%$3.8M———
Johnson Financial Group, Inc.
N/A—29,617-29,617-100%$4.1M———
WealthTrust Axiom LLC
N/A—29,461-29,461-100%$4.1M———
Momentum Wealth Planning, LLC
N/A—29,459-29,459-100%$4.1M———
Capital Group Private Client Services, Inc.
N/A—29,342-29,342-100%$4.1M———
Financial Engines Advisors L.L.C.
N/A—29,272-29,272-100%$4.1M———
Bull Harbor Capital LLC
N/A—29,075-29,075-100%$4.1M———
Aimz Investment Advisors, LLC
N/A—28,942-28,942-100%$4.0M———
Sunflower Bank, N.A.
N/A—28,876-28,876-100%$4.0M———
Trivium Point Advisory, LLC
N/A—28,819-28,819-100%$4.0M———
Birmingham Capital Management Co Inc
N/A—28,815-28,815-100%$4.0M———
Bragg Financial Advisors, Inc
N/A—28,809-28,809-100%$4.0M———
Groupama Asset Managment
N/A—28,506-28,506-100%$3.8M———
Syon Capital LLC
N/A—28,335-28,335-100%$4.0M———
Emerald Investment Advisers, LLC
N/A—27,766-27,766-100%$3.9M———
Dakota Wealth Management
N/A—27,717-27,717-100%$3.9M———
New Paradigm Capital Management, LLC
N/A—27,500-27,500-100%$3.8M———
Legend Financial Advisors, Inc.
N/A—27,240-27,240-100%$3.8M———
Estabrook Capital Management
N/A—27,156-27,156-100%$3.8M———
Moore Capital Management, LP
N/A—27,121-27,121-100%$3.8M———
Benjamin Edwards Inc
N/A—26,873-26,873-100%$3.8M———
Optas, LLC
N/A—26,664-26,664-100%$3.7M———
TFR Capital, Llc.
N/A—26,643-26,643-100%$3.7M———
Aventura Private Wealth, LLC
N/A—26,624-26,624-100%$3.7M———
Pure Financial Advisors, LLC
N/A—26,464-26,464-100%$3.7M———
Roberts Glore & Co Inc
N/A—26,458-26,458-100%$3.7M———
Bank Hapoalim BM
N/A—26,450-26,450-100%$3.7M———
Ausdal Financial Partners, Inc.
N/A—26,443-26,443-100%$3.7M———
Delta Asset Management LLC
N/A—26,259-26,259-100%$3.7M———
NorthRock Partners, LLC
N/A—26,189-26,189-100%$3.7M———
Silicon Valley Capital Partners
N/A—26,172-26,172-100%$3.7M———
HBK Sorce Advisory LLC
N/A—26,097-26,097-100%$2.6M———
Sivia Capital Partners, LLC
N/A—26,007-26,007-100%$3.6M———
White Pine Capital LLC
N/A—25,508-25,508-100%$3.6M———
Liontrust Investment Partners LLP
N/A—25,334-25,334-100%$3.5M———
1776 Wealth LLC
N/A—25,323-25,323-100%$3.5M———
Capital Markets Trading UK LLP
N/A—25,247-25,247-100%$3.5M———
BSW Wealth Partners
N/A—25,222-25,222-100%$3.5M———
BBR Partners, LLC
N/A—24,859-24,859-100%$3.5M———
Bellwether Advisors, LLC
N/A—24,556-24,556-100%$3.4M———
Icon Wealth Advisors, LLC
N/A—24,507-24,507-100%$3.4M———
Bank of Hawaii
N/A—24,410-24,410-100%$3.4M———
Pinnacle West Asset Management, Inc.
N/A—24,154-24,154-100%$3.4M———
Trustco Bank Corp N Y
N/A—24,097-24,097-100%$3.4M———
Insigneo Advisory Services, LLC
N/A—24,014-24,014-100%$3.4M———
Acorns Advisers, LLC
N/A—24,002-24,002-100%$3.4M———
Meiji Yasuda Life Insurance Co
N/A—23,960-23,960-100%$3.3M———
DF Dent & Co Inc
N/A—23,837-23,837-100%$3.3M———
Symmetry Investments LP
N/A—23,800-23,800-100%$3.3M———
RiverFront Investment Group, LLC
N/A—23,780-23,780-100%$3.3M———
Nations Financial Group Inc,
N/A—23,733-23,733-100%$3.3M———
Advyzon Investment Management, LLC
N/A—23,686-23,686-100%$3.3M———
L2 Asset Management, LLC
N/A—23,444-23,444-100%$3.3M———
S-Bank Fund Management Ltd
N/A—23,011-23,011-100%$3.2M———
Oaktop Capital Management II, L.P.
N/A—23,010-23,010-100%$3.2M———
Fairview Capital Investment Management, LLC
N/A—22,874-22,874-100%$3.2M———
BNP Paribas
N/A—22,789-22,789-100%$3.2M———
Insight 2811, Inc.
N/A—22,669-22,669-100%$3.2M———
LGT Group Foundation
N/A—22,524-22,524-100%$3.1M———
Beaton Management Co. Inc.
N/A—22,494-22,494-100%$3.1M———
Allred Capital Management, LLC
N/A—22,350-22,350-100%$3.1M———
Kintra Wealth, LLC
N/A—22,222-22,222-100%$2.3M———
NCM Capital Management, LLC
N/A—21,960-21,960-100%$3.1M———
Nomura Asset Management International Inc.
N/A—21,896-21,896-100%$3.1M———
Westmount Partners, LLC
N/A—21,865-21,865-100%$3.1M———
Cardiff Park Advisors, LLC
N/A—21,859-21,859-100%$3.1M———
Hershey Financial Advisers, LLC
N/A—21,859-21,859-100%$3.1M———
Personal CFO Solutions, LLC
N/A—21,586-21,586-100%$3.0M———
SVB Wealth LLC
N/A—21,466-21,466-100%$3.0M———
Smithfield Trust Co
N/A—21,464-21,464-100%$3.0M———
Keystone Financial Group
N/A—21,452-21,452-100%$3.0M———
Perennial Investment Advisors, LLC
N/A—21,320-21,320-100%$3.0M———
Advisors Capital Management, LLC
N/A—21,261-21,261-100%$3.0M———
Bedel Financial Consulting, Inc.
N/A—21,239-21,239-100%$3.0M———
ST Germain D J Co Inc
N/A—21,125-21,125-100%$2.9M———
Western Wealth Management, LLC
N/A—20,824-20,824-100%$2.9M———
Marble Harbor Investment Counsel, LLC
N/A—20,780-20,780-100%$2.9M———
Level Four Advisory Services, LLC
N/A—20,765-20,765-100%$2.9M———
Peak Planning Group, LLC
N/A—20,759-20,759-100%$2.9M———
Prosperity Consulting Group, LLC
N/A—20,681-20,681-100%$2.9M———
Legacy Trust
N/A—20,462-20,462-100%$2.9M———
Schulhoff & Co Inc
N/A—20,418-20,418-100%$2.9M———
Accent Capital Management, LLC
N/A—20,390-20,390-100%$2.8M———
Neo Ivy Capital Management
N/A—20,131-20,131-100%$2.8M———
Haverford Trust Co
N/A—20,123-20,123-100%$2.8M———
Bridgewater Advisors Inc.
N/A—19,929-19,929-100%$1.8M———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—19,901-19,901-100%$2.8M———
Little House Capital LLC
N/A—19,898-19,898-100%$2.8M———
Trustmark Bank Trust Department
N/A—19,868-19,868-100%$2.8M———
Harbour Investment Management LLC
N/A—19,840-19,840-100%$2.8M———
Stratos Wealth Advisors, LLC
N/A—19,774-19,774-100%$2.8M———
Figure 8 Investment Strategies LLC
N/A—19,752-19,752-100%$2.8M———
Rice Partnership, LLC
N/A—19,747-19,747-100%$2.8M———
Wallace Hart LLC
N/A—19,579-19,579-100%$2.7M———
Garrison Point Advisors, LLC
N/A—19,551-19,551-100%$2.7M———
Leavell Investment Management, Inc.
N/A—19,543-19,543-100%$2.7M———
Kidder Stephen W
N/A—19,485-19,485-100%$2.7M———
Douglass Winthrop Advisors, LLC
N/A—19,484-19,484-100%$2.7M———
Portland Global Advisors LLC
N/A—19,475-19,475-100%$2.7M———
Destination Wealth Management
N/A—19,421-19,421-100%$2.7M———
Shufro Rose & Co LLC
N/A—19,400-19,400-100%$2.7M———
Concentric Capital Strategies, LP
N/A—19,316-19,316-100%$2.7M———
Mayflower Financial Advisors, LLC
N/A—19,259-19,259-100%$2.7M———
1ST Source Bank
N/A—19,136-19,136-100%$2.7M———
Proficio Capital Partners LLC
N/A—19,015-19,015-100%$2.7M———
PCM Encore, LLC
N/A—18,770-18,770-100%$2.6M———
Navellier & Associates Inc
N/A—18,770-18,770-100%$2.6M———
Wellspring Financial Advisors, LLC
N/A—18,549-18,549-100%$2.6M———
Goldstream Capital Management Ltd
N/A—18,399-18,399-100%$2.6M———
GeoWealth Management, LLC
N/A—18,337-18,337-100%$2.6M———
Alkeon Capital Management LLC
N/A—18,320-18,320-100%$2.6M———
Cornerstone Capital, Inc.
N/A—18,252-18,252-100%$2.5M———
Schnieders Capital Management, Llc.
N/A—17,974-17,974-100%$2.5M———
Quotient Wealth Partners, LLC
N/A—17,967-17,967-100%$2.5M———
Boyar Asset Management Inc.
N/A—17,900-17,900-100%$2.5M———
Auxier Asset Management LLC
N/A—17,816-17,816-100%$2.5M———
BWM Planning, LLC
N/A—17,796-17,796-100%$2.5M———
Ostrum Asset Management
N/A—17,760-17,760-100%$2.5M———
Cladis Investment Advisory, LLC
N/A—17,705-17,705-100%$2.5M———
CFO4Life Group, LLC
N/A—17,632-17,632-100%$2.5M———
First National Bank & Trust Co of Newtown
N/A—17,598-17,598-100%$1.6M———
Main Street Financial Solutions, LLC
N/A—17,577-17,577-100%$2.5M———
Nutshell Asset Management Ltd
N/A—17,460-17,460-100%$2.4M———
Investor's Fiduciary Advisor Network, LLC
N/A—17,446-17,446-100%$2.4M———
V2 Financial group LLC
N/A—17,359-17,359-100%$2.4M———
Josh Arnold Investment Consultant, LLC
N/A—17,325-17,325-100%$2.4M———
Thompson Siegel & Walmsley LLC
N/A—17,255-17,255-100%$2.4M———
Checchi Capital Advisers, LLC
N/A—17,139-17,139-100%$2.4M———
Lavaca Capital LLC
N/A—17,027-17,027-100%$2.4M———
Brookwood Investment Group LLC
N/A—16,871-16,871-100%$2.4M———
Unifi Asset Management LP
N/A—16,842-16,842-100%$2.4M———
Greenline Partners, LLC
N/A—16,765-16,765-100%$2.3M———
FAS Wealth Partners, Inc.
N/A—16,689-16,689-100%$2.3M———
Heritage Trust Co
N/A—16,571-16,571-100%$2.3M———
Brasada Capital Management, LP
N/A—16,527-16,527-100%$2.3M———
Cramer Rosenthal Mcglynn LLC
N/A—16,512-16,512-100%$2.3M———
Twin Lakes Capital Management, LLC
N/A—16,453-16,453-100%$2.3M———
First Foundation Advisors
N/A—16,345-16,345-100%$2.3M———
Ellevest, Inc.
N/A—16,310-16,310-100%$2.3M———
Everpar Advisors LLC
N/A—16,163-16,163-100%$2.3M———
Crewe Advisors LLC
N/A—16,055-16,055-100%$2.2M———
Compass Capital Corp
N/A—16,015-16,015-100%$1.6M———
CFM Wealth Partners LLC
N/A—15,834-15,834-100%$2.2M———
Spartan Wealth Advisory Services LLC
N/A—15,814-15,814-100%$2.2M———
West Family Investments, Inc.
N/A—15,594-15,594-100%$2.2M———
First Western Trust Bank
N/A—15,511-15,511-100%$2.2M———
Advisory Alpha, LLC
N/A—15,504-15,504-100%$2.2M———
Vista Capital Partners, Inc.
N/A—15,456-15,456-100%$2.2M———
CIM Investment Management Inc
N/A—15,412-15,412-100%$2.2M———
Avanda Investment Management Pte. Ltd.
N/A—15,300-15,300-100%$2.1M———
Intellectus Partners, LLC
N/A—15,293-15,293-100%$2.1M———
S&T Bank
N/A—15,263-15,263-100%$2.1M———
Cambient Family Office, LLC
N/A—15,249-15,249-100%$2.1M———
Kavar Capital Partners Group, LLC
N/A—15,228-15,228-100%$2.1M———
HighPoint Advisor Group LLC
N/A—15,205-15,205-100%$2.1M———
Waterloo Capital, L.P.
N/A—15,155-15,155-100%$2.1M———
US Asset Management LLC
N/A—15,090-15,090-100%$2.1M———
Cambria Investment Management, L.P.
N/A—15,072-15,072-100%$2.1M———
Cary Street Partners Financial LLC
N/A—15,023-15,023-100%$2.1M———
Monetta Financial Services Inc
N/A—15,000-15,000-100%$2.1M———
Militia Capital Management LLC
N/A—15,000-15,000-100%$2.1M———
Polianta Ltd
N/A—14,900-14,900-100%$2.1K———
Ninepoint Partners LP
N/A—14,830-14,830-100%$2.1M———
ESL Trust Services, LLC
N/A—14,800-14,800-100%$2.1M———
Sargent Investment Group, LLC
N/A—14,798-14,798-100%$2.1M———
Bristlecone Value Partners, LLC
N/A—14,743-14,743-100%$2.1M———
Ironwood Investment Counsel, LLC
N/A—14,655-14,655-100%$2.0M———
LRI Investments, LLC
N/A—14,650-14,650-100%$2.0M———
Q3 Asset Management
N/A—14,597-14,597-100%$2.0K———
Drive Wealth Management, LLC
N/A—14,593-14,593-100%$2.0M———
BCS Private Wealth Management, Inc.
N/A—14,536-14,536-100%$2.0M———
Mairs & Power Inc
N/A—14,533-14,533-100%$2.0M———
Coastal Bridge Advisors, LLC
N/A—14,514-14,514-100%$2.0M———
Rothschild Wealth LLC
N/A—14,385-14,385-100%$2.0M———
Keebeck Wealth Management
N/A—14,308-14,308-100%$2.0M———
Hhlr Advisors, Ltd.
N/A—14,300-14,300-100%$2.0M———
Tiemann Investment Advisors, LLC
N/A—14,280-14,280-100%$2.0M———
Entropy Technologies, LP
N/A—14,177-14,177-100%$2.0M———
Continuum Advisory, LLC
N/A—14,153-14,153-100%$2.0M———
Financial Gravity Companies, Inc.
N/A—14,132-14,132-100%$2.0M———
Berkshire Asset Management LLC
N/A—14,047-14,047-100%$2.0M———
Sandy Cove Advisors, LLC
N/A—13,902-13,902-100%$1.9M———
Jackson Thornton Wealth Management, LLC
N/A—13,900-13,900-100%$1.9M———
PIN OAK Investment Advisors Inc
N/A—13,892-13,892-100%$1.9M———
Ethos Financial Group, LLC
N/A—13,831-13,831-100%$1.1M———
SouthState Bank Corp
N/A—13,709-13,709-100%$1.9M———
Coastwise Capital Group, LLC
N/A—13,685-13,685-100%$1.9M———
Falcon Wealth Planning
N/A—13,655-13,655-100%$1.9M———
Van Hulzen Asset Management, LLC
N/A—13,621-13,621-100%$1.9M———
Fukoku Mutual Life Insurance Co
N/A—13,589-13,589-100%$1.9M———
Roundview Capital LLC
N/A—13,489-13,489-100%$1.9M———
Capstone Financial Advisors, Inc.
N/A—13,458-13,458-100%$1.9M———
Havemeyer Place LP
N/A—13,449-13,449-100%$1.9M———
Fuller & Thaler Asset Management, Inc.
N/A—13,356-13,356-100%$1.9M———
Guardian Wealth Advisors, LLC / NC
N/A—13,327-13,327-100%$1.9M———
Paradigm Asset Management Co LLC
N/A—13,300-13,300-100%$1.9M———
Wall Street Financial Group, Inc.
N/A—13,279-13,279-100%$1.9M———
Anchor Investment Management, LLC
N/A—13,258-13,258-100%$1.9M———
Sagewood Asset Management LP
N/A—13,202-13,202-100%$1.8M———
Bellevue Asset Management, LLC
N/A—13,183-13,183-100%$1.8M———
FLC Capital Advisors
N/A—13,177-13,177-100%$1.8M———
Old North State Trust, LLC
N/A—13,170-13,170-100%$1.8M———
Bridgewealth Advisory Group, LLC
N/A—13,158-13,158-100%$1.8M———
Keel Point, LLC
N/A—13,116-13,116-100%$1.8M———
Northwest & Ethical Investments L.P.
N/A—13,113-13,113-100%$1.8M———
BW Gestao de Investimentos Ltda.
N/A—13,000-13,000-100%$1.8M———
FirstWave Capital Management LLC
N/A—12,950-12,950-100%$1.8M———
Stonebridge Capital Advisors LLC
N/A—12,946-12,946-100%$1.8M———
Cyber Hornet ETFs LLC
N/A—12,869-12,869-100%$1.8M———
Money Concepts Capital Corp
N/A—12,838-12,838-100%$1.8M———
Quent Capital, LLC
N/A—12,724-12,724-100%$1.8M———
AlphaGrep UK Ltd
N/A—12,718-12,718-100%$1.8M———
Natural Investments, LLC
N/A—12,717-12,717-100%$1.8M———
Lcnb Corp
N/A—12,690-12,690-100%$1.8M———
BlackDiamond Wealth Management, LLC
N/A—12,630-12,630-100%$1.2M———
Hancock Whitney Corp
N/A—12,580-12,580-100%$1.8M———
Strategic Investment Solutions, Inc.
N/A—12,537-12,537-100%$1.8M———
Basecamp Wealth Advisors LLC
N/A—12,438-12,438-100%$1.7M———
BlueCrest Capital Management Ltd
N/A—12,434-12,434-100%$1.7M———
Lester Murray Antman dba SimplyRich
N/A—12,431-12,431-100%$1.7M———
Cascades Capital Asset Management, LLC
N/A—12,415-12,415-100%$1.7M———
Gamco Investors, Inc. ET AL
N/A—12,375-12,375-100%$1.7M———
Terril Brothers, Inc.
N/A—12,345-12,345-100%$1.7M———
MJP Associates Inc
N/A—12,299-12,299-100%$1.7M———
Crawford Investment Counsel Inc
N/A—12,293-12,293-100%$1.7M———
Caerus Investment Advisors, LLC
N/A—12,251-12,251-100%$1.7M———
Aspen Investment Management Inc
N/A—12,214-12,214-100%$1.7K———
Monetary Management Group Inc
N/A—12,200-12,200-100%$1.7M———
First National Bank of Omaha
N/A—12,149-12,149-100%$1.7M———
Univest Financial Corp
N/A—12,100-12,100-100%$1.7M———
Stoneridge Investment Partners LLC
N/A—12,060-12,060-100%$1.1K———
Mirabaud Asset Management Ltd
N/A—11,997-11,997-100%$1.6M———
Townsquare Capital LLC
N/A—11,884-11,884-100%$1.7M———
Mission Creek Capital Partners, Inc.
N/A—11,815-11,815-100%$1.3M———
Resurgent Financial Advisors LLC
N/A—11,770-11,770-100%$1.6M———
S&CO Inc
N/A—11,734-11,734-100%$1.6M———
Bluebird Wealth Management LLC
N/A—11,731-11,731-100%$1.6M———
Lakeridge Wealth Management LLC
N/A—11,721-11,721-100%$1.6M———
Betterment LLC
N/A—11,676-11,676-100%$1.6M———
Vectors Research Management, LLC
N/A—11,580-11,580-100%$1.6M———
Stratos Investment Management, LLC
N/A—11,446-11,446-100%$1.6M———
TRB Wealth Management, LLC
N/A—11,396-11,396-100%$1.6M———
Avenir Corp
N/A—11,393-11,393-100%$1.6M———
CM Wealth Advisors LLC
N/A—11,379-11,379-100%$1.6M———
Loomis Sayles & Co L P
N/A—11,367-11,367-100%$1.6M———
First Command Advisory Services, Inc.
N/A—11,353-11,353-100%$1.6M———
Earnest Partners LLC
N/A—11,288-11,288-100%$1.6M———
Range Advisory, LLC
N/A—11,239-11,239-100%$1.6M———
IFG Advisory, LLC
N/A—11,236-11,236-100%$1.6M———
Sovereign Financial Group, Inc.
N/A—11,121-11,121-100%$1.6M———
Mosaic Family Wealth Partners, LLC
N/A—11,041-11,041-100%$1.5M———
Baader Bank Aktiengesellschaft
N/A—11,027-11,027-100%$1.5M———
Venturi Wealth Management, LLC
N/A—11,019-11,019-100%$1.5M———
Bridges Investment Management Inc
N/A—11,000-11,000-100%$1.5M———
KMT Wealth Management, LLC
N/A—10,920-10,920-100%$1.5M———
Maridea Wealth Management LLC
N/A—10,849-10,849-100%$1.5M———
United Bank
N/A—10,788-10,788-100%$1.5M———
Scientech Research LLC
N/A—10,683-10,683-100%$1.5M———
Lumbard & Kellner, LLC
N/A—10,615-10,615-100%$1.5M———
Mitchell Mcleod Pugh & Williams Inc
N/A—10,553-10,553-100%$1.5M———
Advance Capital Management, Inc.
N/A—10,492-10,492-100%$1.5M———
Algert Global LLC
N/A—10,450-10,450-100%$1.5M———
Caldwell Sutter Capital, Inc.
N/A—10,443-10,443-100%$1.5M———
Fiduciary Group, LLC
N/A—10,427-10,427-100%$1.5M———
X Advisors, LLC
N/A—10,374-10,374-100%$1.3M———
Institute for Wealth Management, Llc.
N/A—10,336-10,336-100%$1.4M———
Anatole Investment Management Ltd
N/A—10,312-10,312-100%$1.4M———
EagleClaw Capital Managment, LLC
N/A—10,167-10,167-100%$1.4M———
Webster Bank, N. A.
N/A—10,132-10,132-100%$1.4M———
Retirement Capital Strategies
N/A—10,128-10,128-100%$1.4M———
Simmons Bank
N/A—10,090-10,090-100%$1.4M———
Bank OZK
N/A—9,979-9,979-100%$1.4M———
Alerus Financial NA
N/A—9,962-9,962-100%$1.4M———
Smith, Moore & Co.
N/A—9,945-9,945-100%$1.4M———
VAN Strum & Towne Inc.
N/A—9,913-9,913-100%$1.4M———
Keating Financial Advisory Services, Inc.
N/A—9,863-9,863-100%$1.4M———
Tradition Wealth Management, LLC
N/A—9,827-9,827-100%$1.4M———
Klcm Advisors, Inc.
N/A—9,813-9,813-100%$1.4M———
Walter & Keenan Wealth Management LLC
N/A—9,791-9,791-100%$1.4M———
Ancora Advisors LLCA
N/A—9,784-9,784-100%$1.4M———
Regal Investment Advisors LLC
N/A—9,641-9,641-100%$1.3M———
Thoroughbred Financial Services, LLC
N/A—9,580-9,580-100%$1.3M———
Mirova
N/A—9,574-9,574-100%$1.3M———
Petix & Botte Co
N/A—9,542-9,542-100%$1.3M———
Ameriflex Group, Inc.
N/A—9,492-9,492-100%$1.3M———
Omnia Family Wealth, LLC
N/A—9,462-9,462-100%$1.3M———
Bourne Lent Asset Management Inc
N/A—9,445-9,445-100%$1.3M———
New Republic Capital, LLC
N/A—9,316-9,316-100%$1.3M———
W1m Asset Management Ltd
N/A—9,212-9,212-100%$1.3M———
Khazanah Nasional Berhad
N/A—9,211-9,211-100%$1.3M———
Gallagher Fiduciary Advisors, LLC
N/A—9,191-9,191-100%$1.3M———
Heartland Bank & Trust Co
N/A—9,171-9,171-100%$1.3M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—9,100-9,100-100%$1.3M———
FCA Corp
N/A—9,085-9,085-100%$1.3M———
Berger Financial Group, Inc
N/A—9,070-9,070-100%$1.3M———
one8zero8, LLC
N/A—9,065-9,065-100%$1.3M———
Delos Wealth Advisors, LLC
N/A—9,035-9,035-100%$1.3M———
Wrapmanager Inc
N/A—9,025-9,025-100%$1.3M———
Wulff, Hansen & Co.
N/A—9,014-9,014-100%$1.3M———
Ovata Capital Management Ltd
N/A—9,000-9,000-100%$1.3M———
Gateway Wealth Partners, LLC
N/A—8,991-8,991-100%$1.3M———
Fosun International Ltd
N/A—8,974-8,974-100%$1.3M———
Liberty Wealth Management LLC
N/A—8,931-8,931-100%$395.6K———
V. M. Manning & Co., Inc.
N/A—8,931-8,931-100%$1.2M———
Cornerstone Advisory, LLC
N/A—8,921-8,921-100%$1.2M———
Bridgefront Capital, LLC
N/A—8,906-8,906-100%$1.2M———
Laraway Financial Advisors Inc
N/A—8,871-8,871-100%$1.2M———
Astoria Portfolio Advisors Llc.
N/A—8,827-8,827-100%$1.2M———
Founders Financial Alliance, LLC
N/A—8,793-8,793-100%$1.2M———
Ponta Wealth Partners, LLC
N/A—8,748-8,748-100%$1.2M———
Heritage Wealth Advisors
N/A—8,698-8,698-100%$1.2M———
Concentrum Wealth Management
N/A—8,693-8,693-100%$1.2M———
Verity Wealth Advisors
N/A—8,685-8,685-100%$1.2M———
Ariadne Wealth Management, LP
N/A—8,627-8,627-100%$1.2M———
Valmark Advisers, Inc.
N/A—8,587-8,587-100%$1.2M———
Innovative Asset Advisors Group, LLC
N/A—8,586-8,586-100%$1.2M———
Lbmc Investment Advisors, LLC
N/A—8,571-8,571-100%$1.2M———
Hexagon Capital Partners LLC
N/A—8,487-8,487-100%$1.2M———
Boston Family Office LLC
N/A—8,410-8,410-100%$1.2M———
Two Sigma Securities, LLC
N/A—8,403-8,403-100%$1.2M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—8,365-8,365-100%$1.2M———
Werba Rubin Papier Wealth Management
N/A—8,347-8,347-100%$1.2M———
Rodgers Brothers Inc.
N/A—8,280-8,280-100%$1.2M———
Donaldson Capital Management, LLC
N/A—8,272-8,272-100%$1.2M———
Cheviot Value Management, LLC
N/A—8,259-8,259-100%$1.2M———
Oxford Financial Group, Ltd. LLC
N/A—8,251-8,251-100%$1.2M———
Ceeto Capital Group, LLC
N/A—8,250-8,250-100%$1.2M———
EWA, LLC
N/A—8,236-8,236-100%$1.1M———
Potrero Capital Research LLC
N/A—8,220-8,220-100%$1.1M———
Capital Advisors Inc
N/A—8,179-8,179-100%$1.1M———
WealthCollab, LLC
N/A—8,178-8,178-100%$1.1M———
Odyssean, LLC
N/A—8,174-8,174-100%$1.1M———
TritonPoint Partners, LLC
N/A—8,159-8,159-100%$1.1M———
Broderick Brian C
N/A—8,103-8,103-100%$1.1M———
Prostatis Group LLC
N/A—8,098-8,098-100%$1.1M———
Frisch Financial Group, Inc.
N/A—8,012-8,012-100%$1.1M———
Field & Main Bank
N/A—8,000-8,000-100%$1.1M———
Alesco Advisors, LLC, An ESL Co
N/A—7,993-7,993-100%$1.1M———
Swiss RE LTD
N/A—7,968-7,968-100%$1.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,904-7,904-100%$1.1M———
Notis-McConarty Edward
N/A—7,800-7,800-100%$1.1M———
GSA Capital Partners LLP
N/A—7,787-7,787-100%$1.1M———
Silver Coast Investments LLC
N/A—7,785-7,785-100%$1.1M———
Revere Asset Management, Inc
N/A—7,721-7,721-100%$1.1M———
Hoya Capital Real Estate, LLC
N/A—7,712-7,712-100%$1.1M———
Element Wealth, LLC
N/A—7,697-7,697-100%$1.1M———
Kelly Lawrence W & Associates Inc
N/A—7,684-7,684-100%$1.1M———
Stonebrook Private Inc.
N/A—7,647-7,647-100%$1.1M———
OneAscent Financial Services LLC
N/A—7,607-7,607-100%$1.1M———
Riverstone Advisors, LLC
N/A—7,578-7,578-100%$1.1M———
Silver Oak Advisory Group, Inc.
N/A—7,541-7,541-100%$1.1M———
Pasadena Private Wealth, LLC
N/A—7,488-7,488-100%$1.0M———
Alpine Woods Capital Investors, LLC
N/A—7,480-7,480-100%$1.0M———
Members Trust Co
N/A—7,461-7,461-100%$1.0M———
Cape COD Five Cents Savings Bank
N/A—7,445-7,445-100%$1.0M———
Cascade Financial Partners, LLC
N/A—7,437-7,437-100%$1.0M———
Sittner & Nelson, LLC
N/A—7,416-7,416-100%$1.0M———
Vega Investment Solutions
N/A—7,411-7,411-100%$1.0M———
Allegheny Financial Group
N/A—7,369-7,369-100%$1.0M———
Wick Capital Partners, LLC
N/A—7,358-7,358-100%$1.0M———
Main Street Research LLC
N/A—7,350-7,350-100%$1.0M———
Second Line Capital, LLC
N/A—7,342-7,342-100%$1.0M———
Garden State Investment Advisory Services LLC
N/A—7,289-7,289-100%$1.0M———
Opal Capital LLC
N/A—7,238-7,238-100%$1.0M———
Summitry LLC
N/A—7,221-7,221-100%$1.0M———
Cary Street Partners Investment Advisory LLC
N/A—7,165-7,165-100%$1.0M———
SGL Investment Advisors, Inc.
N/A—7,157-7,157-100%$698.0K———
Evelyn Partners Group Ltd
N/A—7,150-7,150-100%$998.4K———
Zions Bancorporation, National Association
N/A—7,144-7,144-100%$997.5K———
Fortis Capital Advisors, LLC
N/A—7,092-7,092-100%$990.4K———
Infrastructure Capital Advisors, LLC
N/A—7,072-7,072-100%$987.5K———
Union Heritage Capital, LLC
N/A—7,050-7,050-100%$984.4K———
Corsair Capital Management, L.P.
N/A—7,004-7,004-100%$978.0K———
AssuredPartners Investment Advisors, LLC
N/A—7,001-7,001-100%$977.6K———
Cherokee Insurance Co
N/A—7,000-7,000-100%$977.4K———
Cozad Asset Management Inc
N/A—6,970-6,970-100%$973.2K———
Centric Wealth Management
N/A—6,930-6,930-100%$663.7K———
Proffitt & Goodson Inc
N/A—6,862-6,862-100%$958.1K———
N.E.W. Advisory Services LLC
N/A—6,852-6,852-100%$956.7K———
One Capital Management, LLC
N/A—6,838-6,838-100%$301.8K———
Peak Asset Management, LLC
N/A—6,831-6,831-100%$953.8K———
Fortis Group Advisors, LLC
N/A—6,807-6,807-100%$950.4K———
Logan Capital Management Inc
N/A—6,800-6,800-100%$949.5K———
Beto Financial Group, LLC
N/A—6,790-6,790-100%$659.0K———
Channel Wealth LLC
N/A—6,784-6,784-100%$947.2K———
German American Bancorp, Inc.
N/A—6,756-6,756-100%$943.3K———
Beacon Harbor Wealth Advisors, Inc.
N/A—6,713-6,713-100%$605.5K———
Core Alternative Capital
N/A—6,612-6,612-100%$923.2K———
Flatrock Wealth Partners LLC
N/A—6,580-6,580-100%$918.8K———
Crews Bank & Trust
N/A—6,566-6,566-100%$916.8K———
CMT Capital Markets Trading GmbH
N/A—6,564-6,564-100%$917.0K———
Wealth Alliance, LLC
N/A—6,511-6,511-100%$909.1K———
Teucrium Investment Advisors, LLC
N/A—6,490-6,490-100%$906.2K———
Vanguard National Trust Co
N/A—6,487-6,487-100%$905.8K———
Knightsbridge Asset Management, LLC
N/A—6,468-6,468-100%$903.1K———
F/m Investments LLC
N/A—6,449-6,449-100%$900.5K———
R Squared Ltd
N/A—6,439-6,439-100%$899.1K———
Wood Tarver Financial Group, LLC
N/A—6,428-6,428-100%$897.0K———
Osborne Partners Capital Management, LLC
N/A—6,423-6,423-100%$896.9K———
Bellars Harris Wealth Management, LLC
N/A—6,415-6,415-100%$895.7K———
ODonnell Financial Services, LLC
N/A—6,366-6,366-100%$888.9K———
RB Capital Management, LLC
N/A—6,353-6,353-100%$887.0K———
Granite Harbor Advisors, Inc.
N/A—6,349-6,349-100%$886.5K———
Mokan Wealth Management Inc.
N/A—6,347-6,347-100%$885.5K———
Community Bank, N.A.
N/A—6,340-6,340-100%$885.3K———
VSM Wealth Advisory, LLC
N/A—6,325-6,325-100%$883.2K———
LaSalle St. Investment Advisors, LLC
N/A—6,320-6,320-100%$882.5K———
HHM Wealth Advisors, LLC
N/A—6,288-6,288-100%$878.1K———
Cura Wealth Advisors, LLC
N/A—6,262-6,262-100%$874.3K———
Wealth Management Associates, Inc.
N/A—6,253-6,253-100%$873.1K———
Stokes Family Office, LLC
N/A—6,242-6,242-100%$871.6K———
Wellington-Altus USA Inc.
N/A—6,220-6,220-100%$274.5K———
Atlanta Consulting Group Advisors, LLC
N/A—6,208-6,208-100%$866.8K———
Wharton Business Group, LLC
N/A—6,165-6,165-100%$860.8K———
Ingalls & Snyder LLC
N/A—6,145-6,145-100%$858.0K———
Atlas Legacy Advisors, LLC
N/A—6,135-6,135-100%$663.9K———
Private Wealth Asset Management, LLC
N/A—6,118-6,118-100%$854.3K———
CVA Family Office, LLC
N/A—6,069-6,069-100%$847.5K———
Permanent Capital Management, LP
N/A—6,032-6,032-100%$842.2K———
Headinvest, LLC
N/A—6,023-6,023-100%$840.9K———
Chesapeake Wealth Management
N/A—6,000-6,000-100%$837.8K———
Investment Advisory Group, LLC
N/A—5,991-5,991-100%$836.5K———
Entelevest, LLC
N/A—5,987-5,987-100%$836.0K———
Novak & Powell Financial Services, Inc.
N/A—5,969-5,969-100%$833.4K———
Legacy Edge Advisors, LLC
N/A—5,946-5,946-100%$830.2K———
Integrated Investment Consultants, LLC
N/A—5,902-5,902-100%$824.1K———
Calton & Associates, Inc.
N/A—5,849-5,849-100%$816.6K———
Medallion Wealth Advisors, LLC
N/A—5,798-5,798-100%$809.6K———
Driehaus Capital Management LLC
N/A—5,798-5,798-100%$809.6K———
Fort Point Capital Partners LLC
N/A—5,756-5,756-100%$803.7K———
One Charles Private Wealth Services, LLC
N/A—5,732-5,732-100%$800.3K———
Paragon Financial Partners, Inc.
N/A—5,720-5,720-100%$515.9K———
Stonebridge Financial Group, LLC
N/A—5,719-5,719-100%$798.0K———
Lotus Technology Management, LP
N/A—5,715-5,715-100%$798.0K———
Poinciana Advisors Group, LLC
N/A—5,706-5,706-100%$796.8K———
J. M. Brown & Associates Inc.
N/A—5,704-5,704-100%$796.5K———
Algebris (UK) LTD
N/A—5,702-5,702-100%$793.7K———
National Philanthropic Trust
N/A—5,680-5,680-100%$793.1K———
Trillium Asset Management, LLC
N/A—5,670-5,670-100%$791.7K———
Pioneer Trust Bank N A
N/A—5,660-5,660-100%$790.3K———
Pitcairn Wealth Advisors LLC
N/A—5,643-5,643-100%$788.0K———
Transamerica Financial Advisors, LLC
N/A—5,636-5,636-100%$787.1K———
Tulsa Wealth Advisors, Inc
N/A—5,586-5,586-100%$780.0K———
Jaffetilchin Investment Partners, LLC
N/A—5,571-5,571-100%$777.9K———
Hemenway Trust Co LLC
N/A—5,567-5,567-100%$777.3K———
Whalerock Point Partners, LLC
N/A—5,551-5,551-100%$775.1K———
Adalta Capital Management LLC
N/A—5,500-5,500-100%$768.0K———
OneAscent Family Office, LLC
N/A—5,499-5,499-100%$767.8K———
Drucker Wealth 3.0, LLC
N/A—5,494-5,494-100%$767.1K———
FourThought Financial Partners, LLC
N/A—5,488-5,488-100%$766.2K———
Summit Wealth Partners, LLC
N/A—5,484-5,484-100%$765.7K———
Pettyjohn, Wood & White, Inc
N/A—5,476-5,476-100%$764.6K———
Auxano Advisors, LLC
N/A—5,457-5,457-100%$762.0K———
Diamant Asset Management, Inc.
N/A—5,424-5,424-100%$757.4K———
Truvestments Capital LLC
N/A—5,404-5,404-100%$754.6K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—5,398-5,398-100%$753.7K———
Legacy Wealth Advisors, LLC
N/A—5,388-5,388-100%$752.3K———
Twin Peaks Wealth Advisors, LLC
N/A—5,357-5,357-100%$748.0K———
Snowwater Investment Partners, LLC
N/A—5,356-5,356-100%$747.9K———
Millstone Evans Group, LLC
N/A—5,352-5,352-100%$747.3K———
Tyche Wealth Partners LLC
N/A—5,346-5,346-100%$746.5K———
Zuckerman Investment Group, LLC
N/A—5,310-5,310-100%$741.4K———
Steadtrust LLC
N/A—5,239-5,239-100%$731.5K———
Stembrook Asset Management, LLC
N/A—5,239-5,239-100%$731.5K———
Aigen Investment Management, LP
N/A—5,186-5,186-100%$724.1K———
Atlas Wealth LLC
N/A—5,180-5,180-100%$723.3K———
Requisite Capital Management, LLC
N/A—5,175-5,175-100%$722.6K———
SOA Wealth Advisors, Llc.
N/A—5,169-5,169-100%$721.8K———
NewSquare Capital LLC
N/A—5,158-5,158-100%$720.2K———
Asset Management Group, Inc.
N/A—5,112-5,112-100%$713.7K———
Fielder Capital Group LLC
N/A—5,078-5,078-100%$709.0K———
Capital & Planning, LLC
N/A—5,075-5,075-100%$708.6K———
UP Strategic Wealth Investment Advisors LLC
N/A—5,066-5,066-100%$512.0K———
Planning Alternatives LTD
N/A—5,063-5,063-100%$707.0K———
Storgate, LLC
N/A—5,057-5,057-100%$706.1K———
Strategic Investment Advisors / MI
N/A—5,024-5,024-100%$701.5K———
Hall Capital Management Co Inc
N/A—5,000-5,000-100%$698.2K———
Tevis Investment Management
N/A—5,000-5,000-100%$698.2K———
BHK Investment Advisors, LLC
N/A—5,000-5,000-100%$698.2K———
Sierra Capital LLC
N/A—4,995-4,995-100%$697.5K———
Bouchey Financial Group, Ltd.
N/A—4,992-4,992-100%$697.1K———
LGT Fund Management Co Ltd.
N/A—4,956-4,956-100%$692.0K———
DSM Capital Partners LLC
N/A—4,931-4,931-100%$688.5K———
Howe & Rusling Inc
N/A—4,920-4,920-100%$687.0K———
Consilio Wealth Advisors, LLC
N/A—4,885-4,885-100%$682.1K———
Apriem Advisors
N/A—4,878-4,878-100%$681.1K———
Impact Partnership Wealth, LLC
N/A—4,816-4,816-100%$672.5K———
Farmers National Bank
N/A—4,805-4,805-100%$670.9K———
Intellus Advisors LLC
N/A—4,774-4,774-100%$666.6K———
Gilbert & Cook, Inc.
N/A—4,759-4,759-100%$664.5K———
Fiduciary Financial Advisors
N/A—4,748-4,748-100%$662.3K———
Cofg Advisors, LLC
N/A—4,742-4,742-100%$662.1K———
U S Wealth Group, Llc.
N/A—4,742-4,742-100%$662.1K———
Concorde Asset Management, LLC
N/A—4,726-4,726-100%$659.9K———
Thompson David Blair
N/A—4,722-4,722-100%$659.3K———
Marble Wealth, LLC
N/A—4,707-4,707-100%$657.2K———
Empirical Asset Management, LLC
N/A—4,680-4,680-100%$653.4K———
First Commonwealth Financial Corp
N/A—4,674-4,674-100%$652.6K———
WNY Asset Management, LLC
N/A—4,674-4,674-100%$652.7K———
Asahi Life Asset Management Co., Ltd.
N/A—4,661-4,661-100%$650.8K———
Cercano Management LLC
N/A—4,648-4,648-100%$649.0K———
IFC Advisors LLC
N/A—4,636-4,636-100%$647.3K———
Chesapeake Asset Management LLC
N/A—4,623-4,623-100%$501.5K———
SPX Gestao de Recursos Ltda
N/A—4,590-4,590-100%$640.9K———
Sovereign Investment Advisors, LLC
N/A—4,547-4,547-100%$634.9K———
XTX Topco Ltd
N/A—4,542-4,542-100%$634.2K———
Arbor Trust Wealth Advisors, LLC
N/A—4,524-4,524-100%$631.7K———
Glen Eagle Advisors, LLC
N/A—4,499-4,499-100%$628.1K———
Eurizon SLJ Capital Ltd
N/A—4,486-4,486-100%$626.4K———
Southeast Asset Advisors, LLC
N/A—4,448-4,448-100%$621.0K———
New World Advisors LLC
N/A—4,422-4,422-100%$617.4K———
Magnolia Capital Advisors LLC
N/A—4,389-4,389-100%$612.8K———
FreeGulliver LLC
N/A—4,386-4,386-100%$612.4K———
GW&K Investment Management, LLC
N/A—4,380-4,380-100%$612.0K———
Basepoint Wealth LLC
N/A—4,347-4,347-100%$607.0K———
Kane Investment Management, Inc.
N/A—4,334-4,334-100%$605.2K———
Graney & King, LLC
N/A—4,323-4,323-100%$603.6K———
Aspen Grove Capital, LLC
N/A—4,315-4,315-100%$602.5K———
Vantage Point Financial LLC
N/A—4,271-4,271-100%$596.4K———
Capital Analysts, LLC
N/A—4,256-4,256-100%$595.0K———
SCS Capital Management LLC
N/A—4,238-4,238-100%$591.8K———
Paul R. Ried Financial Group, LLC
N/A—4,237-4,237-100%$591.6K———
Somerville Kurt F
N/A—4,218-4,218-100%$589.0K———
Fortress Private Ledger, LLC
N/A—4,207-4,207-100%$587.4K———
Marathon Trading Investment Management LLC
N/A—4,172-4,172-100%$582.5K———
SHP Wealth Management
N/A—4,167-4,167-100%$581.9K———
Pinnacle Holdings, LLC
N/A—4,161-4,161-100%$581.0K———
Planning Center, Inc.
N/A—4,152-4,152-100%$579.7K———
Argent Advisors, Inc.
N/A—4,146-4,146-100%$578.9K———
Baltimore-Washington Financial Advisors, Inc.
N/A—4,128-4,128-100%$576.5K———
Corsicana & Co.
N/A—4,125-4,125-100%$576.0K———
FWG Holdings, LLC
N/A—4,056-4,056-100%$374.5K———
CNB Bank
N/A—4,039-4,039-100%$564.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—4,030-4,030-100%$562.7K———
Topsail Wealth Management, LLC
N/A—4,012-4,012-100%$560.2K———
Arrowroot Family Office, LLC
N/A—4,010-4,010-100%$559.9K———
Retirement Planning Group, LLC / NY
N/A—4,005-4,005-100%$559.2K———
Tolleson Wealth Management, Inc.
N/A—4,003-4,003-100%$558.9K———
Oasis Management Co Ltd.A
N/A—4,000-4,000-100%$558.5K———
Strategic Financial Services, Inc.
N/A—3,989-3,989-100%$557.0K———
CCG Wealth Management, LLC
N/A—3,968-3,968-100%$554.0K———
One Wealth Advisors, LLC
N/A—3,946-3,946-100%$551.0K———
Wimmer Associates 1, LLC
N/A—3,945-3,945-100%$550.8K———
Napier Financial, LLC
N/A—3,937-3,937-100%$549.7K———
King Wealth Management Group
N/A—3,911-3,911-100%$546.0K———
Fortune Financial Advisors, LLC
N/A—3,909-3,909-100%$545.8K———
Spirepoint Private Client, LLC
N/A—3,908-3,908-100%$545.7K———
Strive Financial Group,LLC
N/A—3,903-3,903-100%$544.9K———
Osprey Private Wealth LLC
N/A—3,900-3,900-100%$544.6K———
McElhenny Sheffield Capital Management, LLC
N/A—3,895-3,895-100%$543.9K———
Tillman Hartley LLC
N/A—3,891-3,891-100%$543.3K———
First National Advisers, LLC
N/A—3,878-3,878-100%$541.5K———
Littlejohn Financial Services, Inc.
N/A—3,853-3,853-100%$538.0K———
Elgethun Capital Management
N/A—3,839-3,839-100%$536.0K———
Thomasville National Bank
N/A—3,835-3,835-100%$535.5K———
City National Bank of Florida
N/A—3,774-3,774-100%$526.9K———
Safeguard Investment Advisory Group, LLC
N/A—3,765-3,765-100%$525.8K———
Naples Global Advisors, LLC
N/A—3,757-3,757-100%$524.6K———
Roehl & Yi Investment Advisors, LLC
N/A—3,756-3,756-100%$524.4K———
McCartney Wealth Management LLC
N/A—3,710-3,710-100%$518.0K———
LeClair Wealth Partners LLC
N/A—3,707-3,707-100%$517.6K———
Mission Hills Financial Advisory, LLC
N/A—3,705-3,705-100%$517.3K———
Leigh Baldwin & Co., LLC
N/A—3,693-3,693-100%$515.7K———
Aberdeen Wealth Management LLC
N/A—3,680-3,680-100%$513.8K———
Steigerwald, Gordon & Koch Inc.
N/A—3,665-3,665-100%$511.8K———
Northwest Quadrant Wealth Management, LLC
N/A—3,659-3,659-100%$510.9K———
Old West Investment Management, LLC
N/A—3,641-3,641-100%$508.4K———
FSA Advisors, Inc.
N/A—3,637-3,637-100%$500.5K———
Arkos Global Advisors
N/A—3,625-3,625-100%$506.0K———
Blalock Williams, LLC
N/A—3,610-3,610-100%$504.1K———
Greenland Capital Management LP
N/A—3,607-3,607-100%$503.6K———
NBH Bank
N/A—3,605-3,605-100%$503.4K———
Tower Bridge Advisors
N/A—3,600-3,600-100%$502.7K———
Clarendon Private LLC
N/A—3,590-3,590-100%$501.3K———
Delta Investment Management, LLC
N/A—3,585-3,585-100%$500.6K———
Westfuller Advisors, LLC
N/A—3,576-3,576-100%$499.4K———
Intrepid Financial Planning Group LLC
N/A—3,567-3,567-100%$498.1K———
Sequent Planning LLC
N/A—3,559-3,559-100%$496.9K———
Berkeley Capital Partners, LLC
N/A—3,557-3,557-100%$496.7K———
Denver Wealth Management, Inc.
N/A—3,552-3,552-100%$496.0K———
Rasp Wealth Solutions, LLC
N/A—3,538-3,538-100%$493.9K———
Harvest Portfolios Group Inc.
N/A—3,532-3,532-100%$493.2K———
ForthRight Wealth Management, LLC
N/A—3,531-3,531-100%$493.0K———
Bogart Wealth, LLC
N/A—3,530-3,530-100%$492.9K———
Orographic Financial Advisors, LLC
N/A—3,502-3,502-100%$353———
Legacy Capital Group California, Inc.
N/A—3,494-3,494-100%$487.9K———
Bollard Group LLC
N/A—3,486-3,486-100%$487.0K———
Van Diest Capital, LLC
N/A—3,452-3,452-100%$482.0K———
Sfmg, LLC
N/A—3,450-3,450-100%$481.8K———
Astra Wealth Partners LLC
N/A—3,445-3,445-100%$481.0K———
Lifeworks Advisors, LLC
N/A—3,443-3,443-100%$480.7K———
Houlihan Financial Resource Group, Ltd.
N/A—3,441-3,441-100%$480.5K———
Skba Capital Management LLC
N/A—3,435-3,435-100%$479.6K———
Financial Advisors Network, Inc.
N/A—3,417-3,417-100%$477.1K———
GWN Securities Inc.
N/A—3,408-3,408-100%$475.8K———
Rollins Financial Advisors, LLC
N/A—3,402-3,402-100%$475.0K———
McLean Asset Management Corp
N/A—3,401-3,401-100%$306.8K———
Portfolio Strategies, Inc.
N/A—3,393-3,393-100%$473.7K———
Invst, LLC
N/A—3,379-3,379-100%$471.8K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—3,364-3,364-100%$469.7K———
RNC Capital Management LLC
N/A—3,362-3,362-100%$469.4K———
Dixon Mitchell Investment Counsel Inc.
N/A—3,351-3,351-100%$467.9K———
Puzo Michael J
N/A—3,332-3,332-100%$465.2K———
Hollencrest Capital Management
N/A—3,287-3,287-100%$459.0K———
Prelude Capital Management, LLC
N/A—3,274-3,274-100%$457.1K———
Sonoma Private Wealth LLC
N/A—3,266-3,266-100%$456.0K———
Legacy Financial Group LLC
N/A—3,262-3,262-100%$455.5K———
Polymer Capital Management (US) LLC
N/A—3,243-3,243-100%$452.8K———
Fi3 Financial Advisors, LLC
N/A—3,240-3,240-100%$367.3K———
Alta Wealth Advisors LLC
N/A—3,238-3,238-100%$452.1K———
Fortis Capital Management LLC
N/A—3,235-3,235-100%$451.6K———
Shay Capital LLC
N/A—3,225-3,225-100%$450.3K———
American Wealth Advisors, LLC
N/A—3,219-3,219-100%$449.5K———
Francis Financial, Inc.
N/A—3,213-3,213-100%$448.6K———
Family Manage LLC
N/A—3,209-3,209-100%$448.1K———
Calydon Capital
N/A—3,207-3,207-100%$447.8K———
Aspire Growth Partners LLC
N/A—3,207-3,207-100%$447.8K———
Wescott Financial Advisory Group, LLC
N/A—3,201-3,201-100%$446.9K———
Purkiss Capital Advisors LLC
N/A—3,199-3,199-100%$446.7K———
Everest Private Wealth
N/A—3,198-3,198-100%$446.5K———
VeraBank, N.A.
N/A—3,182-3,182-100%$444.3K———
Clearstead Trust, LLC
N/A—3,180-3,180-100%$444.0K———
Cornerstone Financial Management LLC
N/A—3,178-3,178-100%$443.7K———
Earned Wealth Advisors, LLC
N/A—3,160-3,160-100%$441.3K———
Financial Freedom, LLC
N/A—3,153-3,153-100%$440.2K———
Callahan Advisors, LLC
N/A—3,147-3,147-100%$439.4K———
Lombard Odier Asset Management (USA) Corp
N/A—3,135-3,135-100%$437.7K———
Kerr Financial Planning Corp
N/A—3,127-3,127-100%$436.5K———
United Bank
N/A—3,104-3,104-100%$433.4K———
Sand Hill Global Advisors, LLC
N/A—3,102-3,102-100%$433.1K———
Talisman Wealth Advisors LLC
N/A—3,068-3,068-100%$428.4K———
Peachtree Investment Partners, LLC
N/A—3,058-3,058-100%$427.0K———
Meridian Wealth Partners, LLC
N/A—3,046-3,046-100%$425.4K———
Doheny Asset Management
N/A—3,040-3,040-100%$424.0K———
Strategic Wealth Partners, Ltd.
N/A—3,036-3,036-100%$423.9K———
Vantus Wealth LLC
N/A—3,012-3,012-100%$420.6K———
Broadleaf Partners, LLC
N/A—3,010-3,010-100%$420.3K———
Wealthquest Corp
N/A—3,009-3,009-100%$420.1K———
Ranch Capital Advisors Inc.
N/A—3,001-3,001-100%$419.0K———
Feynman Point Asset Management LLC
N/A—3,000-3,000-100%$418.9K———
Brave Asset Management Inc
N/A—3,000-3,000-100%$418.9K———
Wealthspire Retirement, LLC
N/A—2,998-2,998-100%$418.5K———
Laffer Tengler Investments, Inc.
N/A—2,985-2,985-100%$416.8K———
American Money Management, LLC
N/A—2,981-2,981-100%$416.2K———
Slagle Financial, LLC
N/A—2,971-2,971-100%$414.8K———
LM Advisors LLC
N/A—2,964-2,964-100%$413.0K———
Nelson Capital Management, LLC
N/A—2,955-2,955-100%$412.6K———
Goldstone Financial Group, LLC
N/A—2,954-2,954-100%$412.4K———
First American Trust, FSB
N/A—2,946-2,946-100%$411.3K———
ProVise Management Group, LLC
N/A—2,934-2,934-100%$409.7K———
Panoramic Investment Advisors, LLC
N/A—2,933-2,933-100%$409.5K———
PFC Capital Group, Inc.
N/A—2,925-2,925-100%$408.0K———
III Capital Management
N/A—2,900-2,900-100%$404.9K———
Ogorek Anthony Joseph
N/A—2,885-2,885-100%$402.0K———
Reliant Investment Partners, LLC
N/A—2,883-2,883-100%$402.6K———
Octavia Wealth Advisors, LLC
N/A—2,877-2,877-100%$401.7K———
Dock Street Asset Management Inc
N/A—2,876-2,876-100%$401.6K———
Mizuho Markets Americas LLC
N/A—2,864-2,864-100%$399.9K———
Madison Wealth Partners, Inc
N/A—2,863-2,863-100%$399.7K———
Numerai GP LLC
N/A—2,811-2,811-100%$392.5K———
Cogent Private Wealth, Inc.
N/A—2,787-2,787-100%$389.1K———
Ruggiero Investments, Inc.
N/A—2,780-2,780-100%$388.2K———
Peak Retirement Planning, Inc.
N/A—2,777-2,777-100%$387.7K———
American Trust
N/A—2,772-2,772-100%$387.1K———
Hilltop Partners LLC
N/A—2,749-2,749-100%$383.8K———
American Financial Advisors, LLC
N/A—2,748-2,748-100%$383.7K———
Wealthedge Investment Advisors, LLC
N/A—2,744-2,744-100%$383.3K———
WFA of San Diego, LLC
N/A—2,740-2,740-100%$286.5K———
Everest Financial Group LLC
N/A—2,731-2,731-100%$381.3K———
Copos Capital B.V.
N/A—2,729-2,729-100%$381.1K———
Sunbeam Capital Management, LLC
N/A—2,723-2,723-100%$380.2K———
Canal Capital Management, LLC
N/A—2,707-2,707-100%$377.9K———
Boston Research & Management Inc
N/A—2,700-2,700-100%$377.0K———
PCG Asset Management, LLC
N/A—2,700-2,700-100%$377.0K———
PYA Waltman Capital, LLC
N/A—2,690-2,690-100%$375.6K———
River Wealth Advisors LLC
N/A—2,677-2,677-100%$373.8K———
Eaton-Cambridge Inc.
N/A—2,675-2,675-100%$373.5K———
Panoramic Capital Partners, LLC
N/A—2,655-2,655-100%$370.7K———
Conquis Financial LLC
N/A—2,648-2,648-100%$369.7K———
Markin Volterra Fund LP
N/A—2,647-2,647-100%$369.6K———
Advisor Resource Council
N/A—2,639-2,639-100%$322.5K———
Alexander Labrunerie & Co., Inc.
N/A—2,636-2,636-100%$368.1K———
Payne Capital Management, LLC
N/A—2,604-2,604-100%$363.6K———
Sankala Group LLC
N/A—2,604-2,604-100%$249.4K———
a16z Perennial Management, L.P.
N/A—2,600-2,600-100%$352.8K———
STG Securities, LLC
N/A—2,589-2,589-100%$361.5K———
Saiph Capital, LLC
N/A—2,580-2,580-100%$360.2K———
Harvest Investment Services, LLC
N/A—2,578-2,578-100%$359.9K———
Northstar Advisory Group, LLC
N/A—2,577-2,577-100%$359.8K———
Sterneck Capital Management, LLC
N/A—2,575-2,575-100%$359.5K———
Piedmont Capital Management, LLC
N/A—2,575-2,575-100%$327.5K———
Coston, McIsaac & Partners
N/A—2,567-2,567-100%$358.0K———
Samara Investment Management, LLC
N/A—2,546-2,546-100%$355.5K———
Riverview Trust Co
N/A—2,532-2,532-100%$353.5K———
Resolute Wealth Strategies, LLC
N/A—2,520-2,520-100%$351.9K———
Royal Capital Wealth Management, LLC
N/A—2,504-2,504-100%$349.7K———
Symphony Financial Services, Inc.
N/A—2,500-2,500-100%$349.1K———
Aristotle Capital Management, LLC
N/A—2,500-2,500-100%$349.1K———
Chilton Investment Co Inc.
N/A—2,495-2,495-100%$348.4K———
Brio Consultants, LLC
N/A—2,493-2,493-100%$348.1K———
Proactive Wealth Strategies LLC
N/A—2,485-2,485-100%$347.0K———
Carson Advisory Inc.
N/A—2,461-2,461-100%$343.6K———
Northwest Bancshares, Inc.
N/A—2,458-2,458-100%$343.2K———
Menlo Advisors LLC
N/A—2,455-2,455-100%$342.0K———
Yarger Wealth Strategies, LLC
N/A—2,435-2,435-100%$267.4K———
Presper Financial Architects, LLC
N/A—2,433-2,433-100%$339.7K———
Wilson & Boucher Capital Management, LLC
N/A—2,430-2,430-100%$339.3K———
Tobias Financial Advisors, Inc.
N/A—2,426-2,426-100%$338.7K———
Nvest Financial, LLC
N/A—2,412-2,412-100%$336.8K———
Corus Family Wealth Advisors
N/A—2,407-2,407-100%$336.2K———
Cabot Wealth Management Inc
N/A—2,400-2,400-100%$335.1K———
Dimension Capital Management LLC
N/A—2,394-2,394-100%$334.3K———
Hilltop Wealth Advisors, LLC
N/A—2,388-2,388-100%$333.4K———
Northstar Group, Inc.
N/A—2,357-2,357-100%$329.1K———
Meridian Wealth Advisors, LLC
N/A—2,337-2,337-100%$326.3K———
Warburton Capital Management, LLC
N/A—2,327-2,327-100%$324.0K———
TD Capital Management LLC
N/A—2,326-2,326-100%$324.7K———
Wayfinding Financial, LLC
N/A—2,317-2,317-100%$323.0K———
Oberweis Asset Management Inc/
N/A—2,314-2,314-100%$323.1K———
Board of Trustees of The Leland Stanford Junior University
N/A—2,300-2,300-100%$321.1K———
Massachusetts Institute of Technology
N/A—2,300-2,300-100%$321.1K———
Pgim Custom Harvest LLC
N/A—2,279-2,279-100%$318.2K———
B & T Capital Management DBA Alpha Capital Management
N/A—2,276-2,276-100%$317.8K———
Godshalk Welsh Capital Management, Inc.
N/A—2,275-2,275-100%$317.7K———
Per Stirling Capital Management, Llc.
N/A—2,268-2,268-100%$316.7K———
Palumbo Wealth Management LLC
N/A—2,267-2,267-100%$316.6K———
Red Wave Investments LLC
N/A—2,261-2,261-100%$315.7K———
Oakmont Corp
N/A—2,258-2,258-100%$315.3K———
J Hagan Capital, Inc.
N/A—2,257-2,257-100%$315.1K———
Fora Capital, LLC
N/A—2,249-2,249-100%$313.8K———
Z3 Capital Partners, LLC
N/A—2,248-2,248-100%$313.9K———
Synergy Investment Management, LLC
N/A—2,242-2,242-100%$227.6K———
Bay Rivers Group
N/A—2,228-2,228-100%$311.1K———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—2,223-2,223-100%$310.4K———
Beacon Investment Advisors LLC
N/A—2,217-2,217-100%$309.7K———
Horizon Bancorp Inc
N/A—2,214-2,214-100%$309.0K———
HBE Wealth Management, LLC
N/A—2,205-2,205-100%$307.9K———
Cloud Capital Management, LLC
N/A—2,202-2,202-100%$307.0K———
Forum Finance Group S.A.
N/A—2,200-2,200-100%$248———
Zhang Financial LLC
N/A—2,200-2,200-100%$307.1K———
Graver Capital Management, LLC
N/A—2,200-2,200-100%$307.2K———
Ducere Wealth Management LLC
N/A—2,185-2,185-100%$305.1K———
Hillsdale Investment Management Inc.
N/A—2,180-2,180-100%$304.4K———
M3 Advisory Group, LLC
N/A—2,176-2,176-100%$303.8K———
Duncan Williams Asset Management, LLC
N/A—2,170-2,170-100%$303.0K———
Thayer Partners, LLC / MA
N/A—2,160-2,160-100%$301.6K———
Truepoint, Inc.
N/A—2,160-2,160-100%$301.6K———
Welch Financial Planning, LLC
N/A—2,152-2,152-100%$300.5K———
Vision Retirement, LLC
N/A—2,148-2,148-100%$299.9K———
Marshall Financial Group, LLC
N/A—2,131-2,131-100%$297.5K———
Castle Wealth Management LLC
N/A—2,120-2,120-100%$296.0K———
Strategies Wealth Advisors, LLC
N/A—2,120-2,120-100%$296.1K———
CMC Financial Group
N/A—2,118-2,118-100%$295.7K———
RED Reef Advisors LLC
N/A—2,114-2,114-100%$295.1K———
Boyd Watterson Asset Management LLC
N/A—2,111-2,111-100%$294.8K———
East Coast Asset Management, Llc.
N/A—2,110-2,110-100%$294.6K———
AXA S.A.
N/A—2,103-2,103-100%$256.6K———
Redwood Investment Management, LLC
N/A—2,101-2,101-100%$293.0K———
Kelman-Lazarov, Inc.
N/A—2,100-2,100-100%$293.2K———
Columbia River Financial Group, LLC
N/A—2,094-2,094-100%$292.0K———
Golden Road Advisors LLC
N/A—2,082-2,082-100%$290.7K———
Timber Creek Capital Management LLC
N/A—2,082-2,082-100%$290.7K———
Oakmont Advisory Group, LLC
N/A—2,064-2,064-100%$288.2K———
Bruce G. Allen Investments, LLC
N/A—2,058-2,058-100%$287.4K———
Inspire Advisors, LLC
N/A—2,051-2,051-100%$286.4K———
SlateStone Wealth, LLC
N/A—2,050-2,050-100%$286.0K———
Gladstone Capital Management LLP
N/A—2,047-2,047-100%$285.8K———
Conscious Wealth Investments, LLC
N/A—2,036-2,036-100%$214.7K———
Klingenstein Fields & Co LP
N/A—2,029-2,029-100%$283.3K———
Reyl & Cie S.A.
N/A—2,016-2,016-100%$89.2K———
Mandatum Life Insurance Co Ltd
N/A—2,015-2,015-100%$281.4K———
Ridge Creek Global, Inc
N/A—2,010-2,010-100%$280.7K———
Beck Mack & Oliver LLC
N/A—2,008-2,008-100%$280.4K———
Private Capital Management, LLC
N/A—2,000-2,000-100%$279.3K———
Timbuktu Capital Management, LLC
N/A—2,000-2,000-100%$279.3K———
Drexel Morgan & Co.
N/A—2,000-2,000-100%$279.3K———
Buckley Wealth Management, LLC
N/A—2,000-2,000-100%$279.3K———
Spectrum Planning & Advisory Services Inc.
N/A—1,994-1,994-100%$278.4K———
Petra Financial Advisors Inc
N/A—1,993-1,993-100%$278.3K———
Star Financial Bank
N/A—1,990-1,990-100%$277.9K———
Henson-Edgewater Management, LLC
N/A—1,988-1,988-100%$200.7K———
JMN Financial LLC
N/A—1,983-1,983-100%$277.0K———
Sandro Wealth Management LLC
N/A—1,975-1,975-100%$275.8K———
Alaska Wealth Advisors, LLC
N/A—1,968-1,968-100%$274.8K———
Okabena Investment Services Inc
N/A—1,965-1,965-100%$274.4K———
Traub Capital Management LLC
N/A—1,939-1,939-100%$270.7K———
Dunhill Financial, LLC
N/A—1,931-1,931-100%$269.0K———
Prasad Wealth Partners, LLC
N/A—1,915-1,915-100%$267.4K———
Brand Asset Management Group, Inc.
N/A—1,895-1,895-100%$264.6K———
Intrinsic Value Partners, LLC
N/A—1,890-1,890-100%$263.9K———
Providence Financial Advisors, LLC
N/A—1,889-1,889-100%$263.8K———
Kensington Investment Counsel, LLC
N/A—1,886-1,886-100%$263.3K———
Advisors Asset Management, Inc.
N/A—1,883-1,883-100%$262.9K———
Navalign, LLC
N/A—1,879-1,879-100%$262.4K———
Swisher Financial Concepts, Inc.
N/A—1,878-1,878-100%$262.2K———
Harbor Advisory Corp
N/A—1,875-1,875-100%$261.8K———
Cahill Financial Advisors Inc
N/A—1,874-1,874-100%$261.7K———
Drake & Associates, LLC
N/A—1,870-1,870-100%$261.2K———
Trust Co of Kansas
N/A—1,868-1,868-100%$261.0K———
JT Stratford LLC
N/A—1,863-1,863-100%$260.1K———
PlanVest Financial, Inc
N/A—1,857-1,857-100%$259.3K———
Presidio Capital Management, LLC
N/A—1,856-1,856-100%$259.2K———
Quarry LP
N/A—1,855-1,855-100%$259.0K———
Zinnia Wealth Advisory, LLC
N/A—1,849-1,849-100%$258.2K———
Atlantic Private Wealth, LLC
N/A—1,845-1,845-100%$257.6K———
Tiaa Trust, National Association
N/A—1,827-1,827-100%$255.1K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,827-1,827-100%$255.0K———
Bingham Private Wealth, LLC
N/A—1,825-1,825-100%$254.8K———
Colonial Trust Co / SC
N/A—1,815-1,815-100%$253.4K———
Raelipskie Partnership
N/A—1,805-1,805-100%$252.0K———
Widmann Financial Services, Inc.
N/A—1,802-1,802-100%$251.6K———
Aspire Capital Advisors LLC
N/A—1,800-1,800-100%$251.3K———
Eldridge Investment Advisors, Inc.
N/A—1,799-1,799-100%$251.2K———
Johnson Wealth Management, LLC
N/A—1,787-1,787-100%$249.5K———
1015 Capital Partners, LLC
N/A—1,779-1,779-100%$248.4K———
Prepared Retirement Institute LLC
N/A—1,777-1,777-100%$248.1K———
Alpha Financial Partners LLC
N/A—1,773-1,773-100%$247.6K———
Orion Capital Management LLC
N/A—1,772-1,772-100%$247.4K———
Acorn Creek Capital LLC
N/A—1,764-1,764-100%$246.3K———
Harris Associates L P
N/A—1,757-1,757-100%$245.3K———
Yukon Wealth Management, Inc.
N/A—1,750-1,750-100%$244.4K———
Plotkin Financial Advisors, LLC
N/A—1,738-1,738-100%$242.7K———
Endeavor Private Wealth, Inc.
N/A—1,736-1,736-100%$242.4K———
Pennington Partners & Co., LLC
N/A—1,735-1,735-100%$242.3K———
Matrix Private Capital Group LLC
N/A—1,733-1,733-100%$242.0K———
Prosperity Bancshares Inc
N/A—1,726-1,726-100%$241.0K———
von Borstel & Associates, Inc.
N/A—1,710-1,710-100%$238.0K———
Lutz Financial Services LLC
N/A—1,707-1,707-100%$238.3K———
Sprott Inc.
N/A—1,707-1,707-100%$238.3K———
Hardy Reed LLC
N/A—1,699-1,699-100%$237.2K———
McGowan Group Asset Management, Inc.
N/A—1,698-1,698-100%$237.1K———
Conservest Capital Advisors, Inc.
N/A—1,681-1,681-100%$234.7K———
Parsonex Advisory Services, Inc.
N/A—1,680-1,680-100%$234.6K———
JPL Wealth Management, LLC
N/A—1,670-1,670-100%$233.2K———
Altar Rock LLC
N/A—1,667-1,667-100%$232.8K———
Oak Wealth Advisors LLC
N/A—1,643-1,643-100%$229.4K———
Sachetta, LLC
N/A—1,635-1,635-100%$228.4K———
FSB Premier Wealth Management, Inc.
N/A—1,630-1,630-100%$227.6K———
Lansing Street Advisors
N/A—1,613-1,613-100%$225.2K———
LifePlan Investment Advisors, Inc.
N/A—1,604-1,604-100%$224.0K———
Ames National Corp
N/A—1,600-1,600-100%$223.4K———
Legacy Wealth Managment, LLC
N/A—1,600-1,600-100%$223.4K———
Strait & Sound Wealth Management LLC
N/A—1,596-1,596-100%$222.9K———
Smith Partners Wealth Management, LLC
N/A—1,590-1,590-100%$222.0K———
Faithward Advisors, LLC
N/A—1,586-1,586-100%$221.5K———
Blueshift Asset Management, LLC
N/A—1,580-1,580-100%$220.6K———
Performance Wealth Partners, LLC
N/A—1,579-1,579-100%$220.5K———
WorthPointe, LLC
N/A—1,578-1,578-100%$220.3K———
McNamara Financial Services, Inc.
N/A—1,576-1,576-100%$220.1K———
Ironwood Investment Management LLC
N/A—1,560-1,560-100%$217.8K———
Joule Financial, LLC
N/A—1,556-1,556-100%$217.3K———
Ruedi Wealth Management, Inc.
N/A—1,528-1,528-100%$213.4K———
Castlefield Investment Partners LLP
N/A—1,525-1,525-100%$212.9K———
BlueStem Wealth Partners, LLC
N/A—1,521-1,521-100%$212.4K———
Lafayette Investments, Inc.
N/A—1,514-1,514-100%$211.4K———
Tudor Financial Inc.
N/A—1,501-1,501-100%$209.5K———
Mathes Company, Inc.
N/A—1,500-1,500-100%$209.0K———
Ascension Capital Advisors, Inc.
N/A—1,500-1,500-100%$209.4K———
Gabelli & Co Investment Advisers, Inc.
N/A—1,500-1,500-100%$209.4K———
Aurdan Capital Management, LLC
N/A—1,498-1,498-100%$209.2K———
Wealthgarden F.S. LLC
N/A—1,489-1,489-100%$207.9K———
Darden Wealth Group Inc
N/A—1,480-1,480-100%$206.7K———
Clarion Wealth Managment Partners, LLC
N/A—1,480-1,480-100%$206.7K———
Artisan Partners Limited Partnership
N/A—1,479-1,479-100%$206.5K———
Allium Financial Advisors, LLC
N/A—1,460-1,460-100%$203.9K———
Wealth Care LLC
N/A—1,456-1,456-100%$203.2K———
Pacific SUN Financial Corp
N/A—1,451-1,451-100%$202.6K———
Oxinas Partners, LLC
N/A—1,441-1,441-100%$201.2K———
Game Plan Financial Advisors, LLC
N/A—1,440-1,440-100%$201.1K———
Red Door Wealth Management, LLC
N/A—1,439-1,439-100%$201.0K———
Dark Forest Capital Management LP
N/A—1,438-1,438-100%$200.8K———
Sykon Capital LLC
N/A—1,437-1,437-100%$200.6K———
49 Wealth Management, LLC
N/A—1,436-1,436-100%$200.5K———
Alongside, LLC
N/A—1,436-1,436-100%$200.5K———
Fourth Dimension Wealth, LLC
N/A—1,426-1,426-100%$199.1K———
Park Place Capital Corp
N/A—1,407-1,407-100%$196.5K———
Leo H. Evart, Inc.
N/A—1,407-1,407-100%$196.5K———
Kemnay Advisory Services Inc.
N/A—1,386-1,386-100%$193.5K———
Boreal Capital Management LLC
N/A—1,382-1,382-100%$193.0K———
Stelac Advisory Services LLC
N/A—1,333-1,333-100%$186.1K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,273-1,273-100%$177.8K———
Prestige Wealth Management Group LLC
N/A—1,247-1,247-100%$174.1K———
Dogwood Wealth Management LLC
N/A—1,205-1,205-100%$168.3K———
HFM Investment Advisors, LLC
N/A—1,202-1,202-100%$167.8K———
Battery Global Advisors, LLC
N/A—1,197-1,197-100%$167.1K———
Atlas Capital Advisors Inc.
N/A—1,175-1,175-100%$164.1K———
Centerpoint Advisors, LLC
N/A—1,152-1,152-100%$161.0K———
Financial Avengers, Inc.
N/A—1,146-1,146-100%$160.0K———
Osbon Capital Management LLC
N/A—1,100-1,100-100%$153.6K———
KEB Asset Management, LLC
N/A—1,080-1,080-100%$150.8K———
Miller Capital Partners, Inc.
N/A—1,000-1,000-100%$139.6K———
Avalon Trust Co
N/A—1,000-1,000-100%$139.6K———
Cetera Trust Company, N.a
N/A—1,000-1,000-100%$139.6K———
Darwin Wealth Management, LLC
N/A—1,000-1,000-100%$139.7K———
General Pension Society PZU Joint Stock Co
N/A—1,000-1,000-100%$139.6K———
Walsh & Associates, LLC
N/A—1,000-1,000-100%$139.6K———
Parvin Asset Management, LLC
N/A—1,000-1,000-100%$139.6K———
Winch Advisory Services, LLC
N/A—966-966-100%$134.9K———
Motco
N/A—959-959-100%$133.9K———
McMillan Office, Inc.
N/A—950-950-100%$132.6K———
Godfrey Financial Associates, Inc.
N/A—936-936-100%$130.7K———
Bank of the Bluegrass & Trust Co.
N/A—922-922-100%$110.9K———
Wellington Grp LLC
N/A—906-906-100%$40.0K———
SBI Okasan Asset Management Co.Ltd.
N/A—881-881-100%$116.0K———
Palladiem, LLC
N/A—864-864-100%$120.6K———
XP Advisory US, Inc.
N/A—850-850-100%$118.7K———
Addison Advisors LLC
N/A—831-831-100%$116.0K———
Swan Capital LLC
N/A—806-806-100%$112.6K———
Kilter Group LLC
N/A—794-794-100%$110.9K———
Mcguire Capital Advisors Inc
N/A—778-778-100%$108.6K———
BLI - Banque de Luxembourg Investments
N/A—770-770-100%$101.6K———
HighMark Wealth Management LLC
N/A—769-769-100%$107.4K———
Mpwm Advisory Solutions, LLC
N/A—747-747-100%$104.3K———
Frazier Financial Advisors, LLC
N/A—726-726-100%$101.4K———
Roble, Belko & Company, Inc
N/A—710-710-100%$99.0K———
Benson Wealth Management Inc
N/A—694-694-100%$96.9K———
Rialto Wealth Management, LLC
N/A—672-672-100%$93.8K———
Pinney & Scofield, Inc.
N/A—666-666-100%$93.0K———
Financial Life Planners
N/A—659-659-100%$92.0K———
BOK Financial Private Wealth, Inc.
N/A—643-643-100%$89.8K———
Highland Investment Advisors LLC
N/A—632-632-100%$88.2K———
Strategic Wealth Advisors LLC
N/A—617-617-100%$22———
Nalls Sherbakoff Group, LLC
N/A—606-606-100%$84.6K———
MRP Capital Investments, LLC
N/A—605-605-100%$84.5K———
Measured Wealth Private Client Group, LLC
N/A—594-594-100%$83.0K———
Minot DeBlois Advisors LLC
N/A—590-590-100%$82.4K———
Tidemark, LLC
N/A—579-579-100%$80.8K———
Raffa Wealth Management, LLC
N/A—545-545-100%$76.1K———
Colonial Trust Advisors
N/A—534-534-100%$74.6K———
CoreFirst Bank & Trust
N/A—500-500-100%$69.8K———
Hartree Partners, LP
N/A—500-500-100%$69.8K———
Tacita Capital Inc
N/A—500-500-100%$69.8K———
Consultiva Wealth Management, Corp.
N/A—500-500-100%$69.8K———
Front Row Advisors LLC
N/A—500-500-100%$48.9K———
Bayban
N/A—500-500-100%$69.8K———
Allied Private Wealth LLC
N/A—485-485-100%$53.5K———
Atomic Invest LLC
N/A—477-477-100%$62.9K———
BankPlus Trust Department
N/A—472-472-100%$65.9K———
Alpha Financial Advisors, LLC
N/A—454-454-100%$63.3K———
Valued Wealth Advisors LLC
N/A—421-421-100%$58.8K———
Operose Advisors LLC
N/A—419-419-100%$58.5K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—414-414-100%$57.8K———
Gould Capital, LLC
N/A—350-350-100%$48.9K———
Copia Wealth Management
N/A—350-350-100%$48.9K———
Sumitomo Mitsui Financial Group, Inc.
N/A—350-350-100%$48.9K———
Bravera Wealth
N/A—331-331-100%$46.2K———
Manning & Napier Advisors LLC
N/A—324-324-100%$42.7K———
Purpose Unlimited Inc.
N/A—300-300-100%$42.6K———
Capital Advisor Network LLC
N/A—287-287-100%$40.1K———
Caitlin John, LLC
N/A—252-252-100%$35.2K———
Centennial Bank
N/A—236-236-100%$33.0K———
Beaird Harris Wealth Management, LLC
N/A—230-230-100%$32.1K———
IMA Advisory Services, Inc.
N/A—220-220-100%$30.7K———
Knuff & Co LLC
N/A—208-208-100%$29.0K———
Regatta Research & Money Management
N/A—200-200-100%$27.9K———
Greykasell Wealth Strategies, Inc.
N/A—192-192-100%$26.8K———
Luken Investment Analytics, LLC
N/A—187-187-100%$26.1K———
ABS Investment Management LLC
N/A—140-140-100%$694.1K———
Investment Counsel Co of Nevada
N/A—129-129-100%$18.0K———
Peterson Wealth Management
N/A—128-128-100%$17.9K———
Nova Wealth Management, Inc.
N/A—117-117-100%$16.3K———
Security National Bank of Sioux City Iowa
N/A—117-117-100%$16.3K———
Seneschal Advisors, LLC
N/A—116-116-100%$16.2K———
Abound Financial, LLC
N/A—107-107-100%$14.9K———
Meramec Financial Planners, LLC
N/A—100-100-100%$9.2K———
MidFirst Bank
N/A—97-97-100%$13.5K———
FWL Investment Management, LLC
N/A—83-83-100%$11.6K———
Richard W. Paul & Associates, LLC
N/A—66-66-100%$9.2K———
Park Square Financial Group, LLC
N/A—63-63-100%$8.8K———
Providence Capital Advisors, LLC
N/A—58-58-100%$8.1K———
Three Bearings Fiduciary Advisors, Inc.
N/A—46-46-100%$6.4K———
Top Private Wealth Llc.
N/A—38-38-100%$5.3K———
Toews Corp
N/A—37-37-100%$5.2K———
Harborfront Financial Group LLC
N/A—33-33-100%$4.6K———
Ankerstar Wealth, LLC
N/A—30-30-100%$4.2K———
Anchor Bay Capital, Inc.
N/A—20-20-100%$2.0K———
Investors Portfolio Services LLC
N/A—15-15-100%$2.1K———
Bernard Wealth Management Corp.
N/A—14-14-100%$2.0K———
LGT Financial Advisors LLC
N/A—12-12-100%$1.7K———
Evolution Advisers, Inc.
N/A—11-11-100%$1———
Lummis Asset Management, LP
N/A—11-11-100%$1.5K———
Ross\johnson & Associates LLC
N/A—9-9-100%$1.3K———
South Plains Financial, Inc.
N/A—3-3-100%$418———
Showing 3724 of 3724 institutions