IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Intl Business Machines Corp (IBM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares8,151,570 from 9,269,877
Change-1,118,307 (-12%)
Value$1.8B (-$814.0M)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares5,650,927 from 5,584,047
Change+66,880 (+1%)
Value$1.2B (-$327.4M)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares2,805,943 from 1,982,975
Change+822,968 (+42%)
Value$617.1M (+$59.5M)
Filed 2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares2,583,698 from 2,431,943
Change+151,755 (+6%)
Value$568.2M (-$115.7M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares2,261,891 from 2,344,997
Change-83,106 (-4%)
Value$497.5M (-$162.0M)
Filed 2026-10-29
DekaBank Deutsche Girozentrale
DECREASED
Shares1,200,142 from 1,351,453
Change-151,311 (-11%)
Value$264.3M (+$264.0M)
Filed 2026-10-27
ProShare Advisors LLC
INCREASED
Shares1,103,701 from 927,294
Change+176,407 (+19%)
Value$242.7M (-$18.0M)
Filed 2026-10-29
Principal Financial Group Inc
DECREASED
Shares971,218 from 1,069,713
Change-98,495 (-9%)
Value$213.6M (-$87.2M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares717,954 from 665,812
Change+52,142 (+8%)
Value$141.2M (-$28.6M)
Filed 2026-10-13
Swedbank AB
DECREASED
Shares713,520 from 908,811
Change-195,291 (-21%)
Value$156.9M (-$98.6M)
Filed 2026-10-27
New York State Teachers Retirement System
DECREASED
Shares678,937 from 696,206
Change-17,269 (-2%)
Value$149.3K (-$195.6M)
Filed 2026-10-22
Assenagon Asset Management S.A.
INCREASED
Shares664,709 from 93,377
Change+571,332 (+612%)
Value$146.2M (+$119.9M)
Filed 2026-10-15
Daiwa Securities Group Inc.
INCREASED
Shares656,253 from 251,572
Change+404,681 (+161%)
Value$144.3M (+$73.6M)
Filed 2026-10-29
Pictet Asset Management Holding SA
DECREASED
Shares646,670 from 725,515
Change-78,845 (-11%)
Value$142.2M (-$61.8M)
Filed 2026-11-03
Retirement Systems of Alabama
DECREASED
Shares614,833 from 687,112
Change-72,279 (-11%)
Value$135.2M (-$58.0M)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares580,596 from 606,089
Change-25,493 (-4%)
Value$127.7M (-$42.7M)
Filed 2026-10-30
KBC Group NV
DECREASED
Shares570,564 from 595,275
Change-24,711 (-4%)
Value$125.5K (-$167.3M)
Filed 2026-10-22
Creative Planning
INCREASED
Shares564,807 from 545,121
Change+19,686 (+4%)
Value$124.2M (-$29.1M)
Filed 2026-11-02
Asset Management One Co., Ltd.
DECREASED
Shares541,874 from 551,582
Change-9,708 (-2%)
Value$119.2M (-$35.9M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares536,655 from 567,549
Change-30,894 (-5%)
Value$118.0M (-$41.6M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares502,151 from 518,314
Change-16,163 (-3%)
Value$110.4M (-$35.3M)
Filed 2026-11-05
Vest Financial, LLC
INCREASED
Shares474,969 from 357,096
Change+117,873 (+33%)
Value$104.5M (+$4.0M)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares421,064 from 432,456
Change-11,392 (-3%)
Value$92.6M (-$29.0M)
Filed 2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares378,207 from 378,142
Change+65 (+0%)
Value$83.2M (-$23.2M)
Filed 2026-10-20
Meyer Handelman Co
INCREASED
Shares365,520 from 359,584
Change+5,936 (+2%)
Value$80.4M (-$20.7M)
Filed 2026-10-28
Tctc Holdings, LLC
UNCHANGED
Shares353,804 from 353,804
Change0 (0%)
Value$77.8M (-$21.7M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares334,885 from 646,829
Change-311,944 (-48%)
Value$71.6M (-$110.3M)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
DECREASED
Shares314,143 from 330,199
Change-16,056 (-5%)
Value$69.1M (-$23.8M)
Filed 2026-10-15
Swiss Life Asset Management Ltd
DECREASED
Shares310,187 from 416,972
Change-106,785 (-26%)
Value$68.2M (-$49.0M)
Filed 2026-11-03
Welch Group, LLC
INCREASED
Shares309,743 from 301,425
Change+8,318 (+3%)
Value$68.1M (-$16.6M)
Filed 2026-10-29
CIBC Asset Management Inc
INCREASED
Shares304,728 from 304,254
Change+474 (+0%)
Value$67.0M (-$18.5M)
Filed 2026-11-05
State of New Jersey Common Pension Fund D
INCREASED
Shares303,516 from 303,016
Change+500 (+0%)
Value$66.8M (-$18.5M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares302,354 from 321,180
Change-18,826 (-6%)
Value$66.5M (-$23.8M)
Filed 2026-11-02
Birch Hill Investment Advisors LLC
DECREASED
Shares284,328 from 289,497
Change-5,169 (-2%)
Value$62.5M (-$18.9M)
Filed 2026-10-16
Mn Services Vermogensbeheer B.V.
INCREASED
Shares278,165 from 273,265
Change+4,900 (+2%)
Value$61.2K (-$76.8M)
Filed 2026-10-08
Czech National Bank
INCREASED
Shares270,698 from 267,527
Change+3,171 (+1%)
Value$59.5M (-$15.7M)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares268,742 from 251,668
Change+17,074 (+7%)
Value$59.1M (-$11.7M)
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares264,092 from 511,347
Change-247,255 (-48%)
Value$58.1M (-$85.5M)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
DECREASED
Shares263,854 from 345,371
Change-81,517 (-24%)
Value$59.5M (-$39.3M)
Filed 2026-11-04
Arizona State Retirement System
INCREASED
Shares262,281 from 260,286
Change+1,995 (+1%)
Value$57.7M (-$15.5M)
Filed 2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares261,191 from 342,321
Change-81,130 (-24%)
Value$57.4M (-$38.8M)
Filed 2026-10-15
Raiffeisen Bank International AG
INCREASED
Shares255,649 from 240,725
Change+14,924 (+6%)
Value$56.2M (-$10.7M)
Filed 2026-10-28
SEB Asset Management AB
DECREASED
Shares251,390 from 266,039
Change-14,649 (-6%)
Value$55.3M (-$19.5M)
Filed 2026-11-04
Kornitzer Capital Management Inc
DECREASED
Shares248,910 from 251,495
Change-2,585 (-1%)
Value$54.7M (-$16.0M)
Filed 2026-11-03
Hamlin Capital Management, LLC
INCREASED
Shares241,311 from 193,749
Change+47,562 (+25%)
Value$53.1M (-$1.4M)
Filed 2026-10-08
J. Safra Sarasin Holding AG
INCREASED
Shares238,321 from 236,657
Change+1,664 (+1%)
Value$57.0M (-$1.5M)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares236,758 from 220,891
Change+15,867 (+7%)
Value$52.1M (-$10.0M)
Filed 2026-11-02
State of Michigan Retirement System
DECREASED
Shares236,740 from 240,640
Change-3,900 (-2%)
Value$52.1M (-$15.6M)
Filed 2026-10-27
UniSuper Management Pty Ltd
DECREASED
Shares236,022 from 252,438
Change-16,416 (-6%)
Value$51.9M (-$19.1M)
Filed 2026-10-26
Virginia Retirement Systems ET Al
DECREASED
Shares231,210 from 260,810
Change-29,600 (-11%)
Value$50.9M (-$22.5M)
Filed 2026-10-28
Keybank National Association
DECREASED
Shares231,195 from 235,450
Change-4,255 (-2%)
Value$50.8M (-$15.4M)
Filed 2026-11-04
IFM Investors Pty Ltd
INCREASED
Shares220,344 from 215,047
Change+5,297 (+2%)
Value$48.5M (-$12.0M)
Filed 2026-10-14
MacKenzie Financial Corp
DECREASED
Shares210,937 from 365,458
Change-154,521 (-42%)
Value$46.4M (-$56.4M)
Filed 2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED
Shares208,150 from 207,595
Change+555 (+0%)
Value$45.8M (-$12.6M)
Filed 2026-11-03
Achmea Investment Management B.V.
NEW
Shares200,108
Change+200,108
Value$44.0M
Filed 2026-10-30
Nisa Investment Advisors, LLC
DECREASED
Shares191,787 from 191,852
Change-65 (0%)
Value$42.2M (-$11.8M)
Filed 2026-10-20
BI Asset Management Fondsmaeglerselskab A/S
DECREASED
Shares190,748 from 192,156
Change-1,408 (-1%)
Value$42.0K (-$54.0M)
Filed 2026-10-22
Todd Asset Management LLC
INCREASED
Shares187,631 from 143,016
Change+44,615 (+31%)
Value$41.3M (+$1.0M)
Filed 2026-10-27
Vontobel Holding Ltd.
DECREASED
Shares187,594 from 225,095
Change-37,501 (-17%)
Value$41.3M (-$22.0M)
Filed 2026-10-16
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares186,124 from 186,873
Change-749 (0%)
Value$40.9M (-$11.6M)
Filed 2026-10-19
Xponance LLC
INCREASED
Shares184,040 from 173,070
Change+10,970 (+6%)
Value$40.5M (-$8.2M)
Filed 2026-11-03
Neos Investment Management LLC
INCREASED
Shares176,467 from 151,373
Change+25,094 (+17%)
Value$38.8M (-$3.8M)
Filed 2026-11-04
Davenport & Co LLC
DECREASED
Shares173,361 from 178,048
Change-4,687 (-3%)
Value$38.1M (-$11.9M)
Filed 2026-10-14
Conning Inc.
INCREASED
Shares172,914 from 122,420
Change+50,494 (+41%)
Value$38.0M (+$3.6M)
Filed 2026-10-27
Meitav Investment House LTD
INCREASED
Shares172,773 from 109,638
Change+63,135 (+58%)
Value$38.0M (+$7.2M)
Filed 2026-10-28
D.A. Davidson & Co.
DECREASED
Shares172,560 from 185,102
Change-12,542 (-7%)
Value$38.0M (-$14.1M)
Filed 2026-10-28
Americana Partners, LLC
DECREASED
Shares171,351 from 177,721
Change-6,370 (-4%)
Value$37.7M (-$12.3M)
Filed 2026-10-28
Rakuten Investment Management, Inc.
INCREASED
Shares168,956 from 153,622
Change+15,334 (+10%)
Value$37.2M (-$5.5M)
Filed 2026-10-30
Pinnacle Associates LTD
INCREASED
Shares167,210 from 160,772
Change+6,438 (+4%)
Value$36.8M (-$8.4M)
Filed 2026-10-20
Beau Ventures, LLc
DECREASED
Shares158,528 from 158,538
Change-10 (0%)
Value$34.9M (-$9.7M)
Filed 2026-10-14
Amalgamated Bank
DECREASED
Shares157,994 from 162,188
Change-4,194 (-3%)
Value$34.7K (-$45.6M)
Filed 2026-10-23
Strs Ohio
DECREASED
Shares155,304 from 235,839
Change-80,535 (-34%)
Value$34.2M (-$32.2M)
Filed 2026-10-30
Glenview Trust Co
DECREASED
Shares152,608 from 154,329
Change-1,721 (-1%)
Value$33.6M (-$9.8M)
Filed 2026-10-28
Reynders McVeigh Capital Management, LLC
INCREASED
Shares152,403 from 150,929
Change+1,474 (+1%)
Value$33.5M (-$8.9M)
Filed 2026-10-30
Ferguson Wellman Capital Management, Inc
INCREASED
Shares149,905 from 149,003
Change+902 (+1%)
Value$33.0M (-$8.9M)
Filed 2026-10-05
Abner Herrman & Brock LLC
DECREASED
Shares142,557 from 143,768
Change-1,211 (-1%)
Value$31.4K (-$9.1K)
Filed 2026-10-20
OP Asset Management Ltd
INCREASED
Shares140,765 from 104,648
Change+36,117 (+35%)
Value$31.0M (+$1.5M)
Filed 2026-11-05
New York Life Investment Management LLC
INCREASED
Shares140,384 from 131,095
Change+9,289 (+7%)
Value$30.9M (-$6.0M)
Filed 2026-11-04
Florida Trust Wealth Management Co
INCREASED
Shares133,096 from 132,609
Change+487 (+0%)
Value$29.3M (-$8.0M)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares132,869 from 112,698
Change+20,171 (+18%)
Value$29.2M (-$2.5M)
Filed 2026-10-16
Ethic Inc.
DECREASED
Shares130,185 from 132,007
Change-1,822 (-1%)
Value$28.6M (-$8.5M)
Filed 2026-11-03
CapWealth Advisors, LLC
INCREASED
Shares129,803 from 124,362
Change+5,441 (+4%)
Value$28.5M (-$6.4M)
Filed 2026-10-05
Douglas Lane & Associates, LLC
DECREASED
Shares129,781 from 131,789
Change-2,008 (-2%)
Value$28.5M (-$8.5M)
Filed 2026-10-09
Flossbach VON Storch SE
DECREASED
Shares128,422 from 208,507
Change-80,085 (-38%)
Value$28.2M (-$30.4M)
Filed 2026-10-28
First Horizon Corp
INCREASED
Shares128,181 from 125,718
Change+2,463 (+2%)
Value$28.2M (-$7.2M)
Filed 2026-10-26
Yousif Capital Management, LLC
INCREASED
Shares126,260 from 124,172
Change+2,088 (+2%)
Value$27.8M (-$7.2M)
Filed 2026-10-22
Oslo Pensjonsforsikring AS
INCREASED
Shares125,603 from 125,014
Change+589 (+0%)
Value$27.6M (-$7.5M)
Filed 2026-10-15
Robeco Institutional Asset Management B.V.
DECREASED
Shares124,960 from 556,753
Change-431,793 (-78%)
Value$27.5M (-$129.1M)
Filed 2026-10-20
Lido Advisors, LLC
DECREASED
Shares124,913 from 128,125
Change-3,212 (-3%)
Value$27.5M (-$8.6M)
Filed 2026-11-04
Philadelphia Trust Co
DECREASED
Shares120,644 from 124,508
Change-3,864 (-3%)
Value$26.5M (-$8.5M)
Filed 2026-11-05
State of Alaska, Department of Revenue
DECREASED
Shares116,546 from 118,932
Change-2,386 (-2%)
Value$25.6K (-$33.4M)
Filed 2026-10-15
Oregon Public Employees Retirement Fund
INCREASED
Shares115,835 from 115,552
Change+283 (+0%)
Value$25.5M (-$7.0M)
Filed 2026-10-30
Calamos Advisors LLC
INCREASED
Shares115,559 from 113,224
Change+2,335 (+2%)
Value$25.4M (-$6.4M)
Filed 2026-11-02
TD Waterhouse Canada Inc.
DECREASED
Shares112,555 from 131,314
Change-18,759 (-14%)
Value$25.4M (-$12.2M)
Filed 2026-10-16
Kimelman & Baird, LLC
INCREASED
Shares110,171 from 108,096
Change+2,075 (+2%)
Value$24.2M (-$6.2M)
Filed 2026-11-03
Daymark Wealth Partners, LLC
DECREASED
Shares108,213 from 109,035
Change-822 (-1%)
Value$23.8M (-$6.9M)
Filed 2026-11-04
ASR Vermogensbeheer N.V.
INCREASED
Shares107,332 from 69,844
Change+37,488 (+54%)
Value$23.6M (+$4.0M)
Filed 2026-10-16
HB Wealth Management, LLC
INCREASED
Shares106,058 from 100,600
Change+5,458 (+5%)
Value$23.3M (-$5.0M)
Filed 2026-10-23
Oak Grove Capital LLC
INCREASED
Shares105,800 from 104,720
Change+1,080 (+1%)
Value$23.3M (-$6.2M)
Filed 2026-10-09
ARS Investment Partners, LLC
INCREASED
Shares105,322 from 102,737
Change+2,585 (+3%)
Value$23.2M (-$5.7M)
Filed 2026-11-05
Crossmark Global Holdings, Inc.
DECREASED
Shares104,523 from 119,101
Change-14,578 (-12%)
Value$23.0M (-$10.5M)
Filed 2026-10-21
Godsey & Gibb, Inc
INCREASED
Shares103,019 from 102,474
Change+545 (+1%)
Value$22.7M (-$6.2M)
Filed 2026-10-14
Applied Finance Capital Management, LLC
DECREASED
Shares100,104 from 107,214
Change-7,110 (-7%)
Value$22.0M (-$8.1M)
Filed 2026-11-03
Parsons Capital Management Inc
DECREASED
Shares99,270 from 100,079
Change-809 (-1%)
Value$21.8M (-$6.3M)
Filed 2026-10-28
Palisade Asset Management, LLC
DECREASED
Shares96,627 from 98,850
Change-2,223 (-2%)
Value$21.3M (-$6.5M)
Filed 2026-11-03
Mutual of America Capital Management LLC
DECREASED
Shares96,173 from 96,680
Change-507 (-1%)
Value$21.2M (-$6.0M)
Filed 2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED
Shares95,013 from 73,319
Change+21,694 (+30%)
Value$21.5M (-$120.1K)
Filed 2026-10-13
Williams Jones Wealth Management, Llc.
DECREASED
Shares91,247 from 219,878
Change-128,631 (-58%)
Value$20.1M (-$41.8M)
Filed 2026-11-05
Candriam S.C.A.
INCREASED
Shares90,128 from 88,387
Change+1,741 (+2%)
Value$19.9M (-$4.9M)
Filed 2026-11-03
Cullinan Associates Inc
DECREASED
Shares89,725 from 90,150
Change-425 (0%)
Value$19.7M (-$5.6M)
Filed 2026-11-03
Cullen T Bankers, Inc.
DECREASED
Shares89,494 from 91,311
Change-1,817 (-2%)
Value$19.7M (-$6.0M)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares88,911 from 86,898
Change+2,013 (+2%)
Value$19.6M (-$4.9M)
Filed 2026-10-30
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares87,292 from 87,332
Change-40 (0%)
Value$19.2M (-$5.4M)
Filed 2026-10-13
SBI Securities Co., Ltd.
INCREASED
Shares85,376 from 84,151
Change+1,225 (+1%)
Value$18.8M (-$4.9M)
Filed 2026-10-22
Gradient Investments LLC
INCREASED
Shares82,749 from 51,157
Change+31,592 (+62%)
Value$18.2M (+$3.8M)
Filed 2026-10-08
ABN Amro Investment Solutions
INCREASED
Shares80,964 from 62,692
Change+18,272 (+29%)
Value$17.8M (+$176.8K)
Filed 2026-10-21
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares80,802 from 41,840
Change+38,962 (+93%)
Value$17.8M (+$6.0M)
Filed 2026-10-21
Generali Asset Management SPA SGR
INCREASED
Shares80,354 from 77,193
Change+3,161 (+4%)
Value$17.7M (-$4.0M)
Filed 2026-10-26
SteelPeak Wealth, LLC
INCREASED
Shares79,239 from 28,833
Change+50,406 (+175%)
Value$17.4M (+$9.3M)
Filed 2026-10-16
Apollon Wealth Management, LLC
DECREASED
Shares77,765 from 115,960
Change-38,195 (-33%)
Value$17.1M (-$15.5M)
Filed 2026-10-23
GHP Investment Advisors, Inc.
DECREASED
Shares77,311 from 77,837
Change-526 (-1%)
Value$17.0M (-$4.9M)
Filed 2026-10-15
Baldwin Wealth Partners LLC
DECREASED
Shares76,411 from 81,560
Change-5,149 (-6%)
Value$16.8M (-$6.1M)
Filed 2026-10-13
Wilkins Investment Counsel Inc
DECREASED
Shares75,747 from 76,408
Change-661 (-1%)
Value$16.7M (-$4.8M)
Filed 2026-11-03
Richard C. Young & Co., Ltd.
DECREASED
Shares75,193 from 75,577
Change-384 (-1%)
Value$16.5M (-$4.7M)
Filed 2026-11-04
Avanza Fonder AB
INCREASED
Shares75,132 from 67,206
Change+7,926 (+12%)
Value$16.5M (-$2.4M)
Filed 2026-10-13
Kanawha Capital Management LLC
INCREASED
Shares74,753 from 70,167
Change+4,586 (+7%)
Value$16.4M (-$3.3M)
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares74,652 from 73,846
Change+806 (+1%)
Value$16.4M (-$4.3M)
Filed 2026-10-21
Greenwood Capital Associates LLC
INCREASED
Shares73,647 from 57,594
Change+16,053 (+28%)
Value$16.2M (+$1.2K)
Filed 2026-10-27
Gulf International Bank (UK) Ltd
UNCHANGED
Shares73,345 from 73,345
Change0 (0%)
Value$16.1K (-$20.6M)
Filed 2026-10-20
BAR Harbor Wealth Management
DECREASED
Shares73,301 from 73,587
Change-286 (0%)
Value$16.1M (-$4.6M)
Filed 2026-10-21
Welch & Forbes LLC
INCREASED
Shares72,271 from 69,666
Change+2,605 (+4%)
Value$15.9M (-$3.7M)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares71,662 from 64,406
Change+7,256 (+11%)
Value$15.8M (-$2.4M)
Filed 2026-10-29
Verity & Verity, LLC
INCREASED
Shares71,633 from 69,451
Change+2,182 (+3%)
Value$15.8M (-$3.8M)
Filed 2026-10-23
Foster Victor Wealth Advisors, LLC
INCREASED
Shares71,542 from 68,695
Change+2,847 (+4%)
Value$16.9M (+$2.0M)
Filed 2026-10-21
Oppenheimer & Co Inc
DECREASED
Shares71,303 from 93,019
Change-21,716 (-23%)
Value$15.7M (-$10.5M)
Filed 2026-10-26
Compagnie Lombard Odier SCmA
INCREASED
Shares70,568 from 69,450
Change+1,118 (+2%)
Value$15.5M (-$4.0M)
Filed 2026-11-04
Adell Harriman & Carpenter Inc
DECREASED
Shares69,949 from 73,938
Change-3,989 (-5%)
Value$15.4M (-$5.4M)
Filed 2026-11-02
Sound Income Strategies, LLC
INCREASED
Shares69,881 from 65,388
Change+4,493 (+7%)
Value$15.8M (-$2.6M)
Filed 2026-10-09
Tectonic Advisors LLC
INCREASED
Shares69,853 from 62,345
Change+7,508 (+12%)
Value$15.4M (-$2.2M)
Filed 2026-10-22
Vestor Capital, LLC
INCREASED
Shares69,714 from 13,664
Change+56,050 (+410%)
Value$18.5K (+$14.8K)
Filed 2026-11-04
Neville Rodie & Shaw Inc
DECREASED
Shares69,394 from 72,047
Change-2,653 (-4%)
Value$15.3K (-$5.0K)
Filed 2026-10-05
Wedbush Securities Inc
INCREASED
Shares68,467 from 68,245
Change+222 (+0%)
Value$15.1K (-$19.2M)
Filed 2026-10-22
United Capital Management of KS, Inc.
INCREASED
Shares68,223 from 65,480
Change+2,743 (+4%)
Value$15.0M (-$3.4M)
Filed 2026-11-04
Thompson Siegel & Walmsley LLC
DECREASED
Shares68,012 from 76,012
Change-8,000 (-11%)
Value$15.0M (-$6.4M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares67,827 from 64,251
Change+3,576 (+6%)
Value$14.9M (-$3.1M)
Filed 2026-10-08
B. Metzler seel. Sohn & Co. AG
DECREASED
Shares66,472 from 76,960
Change-10,488 (-14%)
Value$14.6M (-$7.0M)
Filed 2026-10-30
Citizens Financial Group Inc
INCREASED
Shares66,289 from 57,229
Change+9,060 (+16%)
Value$14.6M (-$1.5M)
Filed 2026-10-23
Jacobs & Co
INCREASED
Shares65,409 from 64,514
Change+895 (+1%)
Value$14.4K (-$3.8K)
Filed 2026-10-09
Fisher Funds Management LTD
UNCHANGED
Shares65,349 from 65,349
Change0 (0%)
Value$14.4M (-$4.0M)
Filed 2026-10-13
Wesbanco Bank Inc
DECREASED
Shares65,333 from 75,623
Change-10,290 (-14%)
Value$14.4M (-$6.9M)
Filed 2026-11-04
Diversify Advisory Services, LLC
INCREASED
Shares63,912 from 52,800
Change+11,112 (+21%)
Value$15.0M (+$3.5M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares63,912 from 52,800
Change+11,112 (+21%)
Value$15.0M (+$3.5M)
Filed 2026-10-20
Illinois Municipal Retirement Fund
INCREASED
Shares63,626 from 63,221
Change+405 (+1%)
Value$14.0M (-$3.8M)
Filed 2026-11-05
Canal Insurance Co
UNCHANGED
Shares63,000 from 63,000
Change0 (0%)
Value$13.9K (-$17.7M)
Filed 2026-10-20
Exchange Traded Concepts, LLC
INCREASED
Shares62,662 from 44,338
Change+18,324 (+41%)
Value$13.8M (+$1.3M)
Filed 2026-10-28
Banque Pictet & CIE SA
DECREASED
Shares62,357 from 72,586
Change-10,229 (-14%)
Value$13.7M (-$6.7M)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares62,116 from 60,158
Change+1,958 (+3%)
Value$13.7M (-$3.3M)
Filed 2026-10-27
Atria Investments, Inc
INCREASED
Shares61,864 from 56,830
Change+5,034 (+9%)
Value$13.6M (-$2.4M)
Filed 2026-10-15
Capital Investment Advisors, LLC
DECREASED
Shares61,719 from 63,364
Change-1,645 (-3%)
Value$13.6M (-$4.2M)
Filed 2026-10-22
Waters Parkerson & Co., LLC
INCREASED
Shares61,159 from 60,767
Change+392 (+1%)
Value$13.5M (-$3.6M)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED
Shares59,884 from 81,886
Change-22,002 (-27%)
Value$13.2M (-$9.9M)
Filed 2026-10-23
Beese Fulmer Investment Management, Inc.
DECREASED
Shares58,975 from 60,760
Change-1,785 (-3%)
Value$13.0M (-$4.1M)
Filed 2026-10-23
Midwest Trust Co
INCREASED
Shares58,877 from 58,173
Change+704 (+1%)
Value$12.9M (-$3.4M)
Filed 2026-10-22
Principle Wealth Partners LLC
DECREASED
Shares58,192 from 58,883
Change-691 (-1%)
Value$12.8M (-$3.8M)
Filed 2026-11-02
Stackstone Wealth, LLC
NEW
Shares57,733
Change+57,733
Value$12.7M
Filed 2026-10-19
Imc-Chicago, LLC
DECREASED
Shares56,626 from 104,713
Change-48,087 (-46%)
Value$12.5M (-$17.0M)
Filed 2026-11-05
Smith Salley Wealth Management
INCREASED
Shares56,110 from 54,255
Change+1,855 (+3%)
Value$12.3M (-$2.9M)
Filed 2026-11-03
Meridian Wealth Management, LLC
INCREASED
Shares56,048 from 54,546
Change+1,502 (+3%)
Value$12.3M (-$3.0M)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares55,558 from 47,599
Change+7,959 (+17%)
Value$12.2M (-$1.2M)
Filed 2026-10-28
Viking Fund Management LLC
INCREASED
Shares55,000 from 50,000
Change+5,000 (+10%)
Value$12.1M (-$2.0M)
Filed 2026-10-14
American Assets Investment Management, LLC
UNCHANGED
Shares55,000 from 55,000
Change0 (0%)
Value$12.1M (-$3.4M)
Filed 2026-10-30
Cynosure Group, LLC
UNCHANGED
Shares54,382 from 54,382
Change0 (0%)
Value$12.0M (-$3.3M)
Filed 2026-11-03
Avity Investment Management Inc.
INCREASED
Shares53,216 from 52,271
Change+945 (+2%)
Value$11.7M (-$3.0M)
Filed 2026-10-09
Levin Capital Strategies, L.P.
DECREASED
Shares52,370 from 60,416
Change-8,046 (-13%)
Value$11.5M (-$5.5M)
Filed 2026-11-02
Radnor Capital Management, LLC
DECREASED
Shares52,026 from 57,701
Change-5,675 (-10%)
Value$11.4M (-$4.8M)
Filed 2026-10-23
Bell Bank
DECREASED
Shares51,920 from 52,824
Change-904 (-2%)
Value$11.4M (-$3.4M)
Filed 2026-10-21
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares50,803 from 58,494
Change-7,691 (-13%)
Value$11.2M (-$5.3M)
Filed 2026-11-04
Congress Asset Management Co
DECREASED
Shares50,676 from 61,981
Change-11,305 (-18%)
Value$11.1M (-$6.3M)
Filed 2026-10-06
Hartford Investment Management Co
DECREASED
Shares50,430 from 51,951
Change-1,521 (-3%)
Value$11.1M (-$3.5M)
Filed 2026-11-04
NBT Bank, N.A.
INCREASED
Shares50,389 from 50,376
Change+13 (+0%)
Value$11.1M (-$3.1M)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
DECREASED
Shares49,728 from 50,284
Change-556 (-1%)
Value$10.9M (-$3.2M)
Filed 2026-11-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED
Shares49,706 from 41,190
Change+8,516 (+21%)
Value$10.9M (-$651.2K)
Filed 2026-10-26
Franklin Street Advisors Inc
DECREASED
Shares49,437 from 50,293
Change-856 (-2%)
Value$10.9M (-$3.3M)
Filed 2026-10-13
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares48,325 from 49,384
Change-1,059 (-2%)
Value$10.6M (-$3.3M)
Filed 2026-10-22
E. Ohman J:or Asset Management AB
DECREASED
Shares47,870 from 220,477
Change-172,607 (-78%)
Value$10.5M (-$51.5M)
Filed 2026-10-22
Cohen Capital Management, Inc.
INCREASED
Shares47,835 from 47,819
Change+16 (+0%)
Value$10.5M (-$2.9M)
Filed 2026-10-14
Royal Fund Management, LLC
INCREASED
Shares47,407 from 44,510
Change+2,897 (+7%)
Value$10.4M (-$2.1M)
Filed 2026-10-22
Cardinal Capital Management
INCREASED
Shares47,340 from 44,694
Change+2,646 (+6%)
Value$10.4M (-$2.2M)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED
Shares47,129 from 45,648
Change+1,481 (+3%)
Value$10.4M (-$2.5M)
Filed 2026-11-05
Oppenheimer Asset Management Inc.
INCREASED
Shares46,811 from 45,970
Change+841 (+2%)
Value$10.3M (-$2.6M)
Filed 2026-10-27
Regions Financial Corp
DECREASED
Shares46,376 from 48,087
Change-1,711 (-4%)
Value$10.2M (-$3.3M)
Filed 2026-11-05
Louisiana State Employees Retirement System
DECREASED
Shares46,300 from 48,000
Change-1,700 (-4%)
Value$10.2M (-$3.3M)
Filed 2026-10-20
Old National Bancorp
DECREASED
Shares45,714 from 55,114
Change-9,400 (-17%)
Value$10.1M (-$5.4M)
Filed 2026-10-20
Lynch & Associates
DECREASED
Shares45,527 from 45,647
Change-120 (0%)
Value$10.0M (-$2.8M)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
DECREASED
Shares44,566 from 46,058
Change-1,492 (-3%)
Value$9.8M (-$3.2M)
Filed 2026-11-04
Guyasuta Investment Advisors Inc
DECREASED
Shares44,444 from 47,200
Change-2,756 (-6%)
Value$9.8M (-$3.5M)
Filed 2026-10-15
Bokf, NA
DECREASED
Shares43,659 from 51,261
Change-7,602 (-15%)
Value$9.6M (-$4.8M)
Filed 2026-10-27
John G Ullman & Associates Inc
DECREASED
Shares43,484 from 44,270
Change-786 (-2%)
Value$9.6M (-$2.9M)
Filed 2026-11-04
Heritage Investors Management Corp
DECREASED
Shares43,181 from 44,944
Change-1,763 (-4%)
Value$9.5M (-$3.1M)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
INCREASED
Shares42,958 from 36,563
Change+6,395 (+17%)
Value$9.4M (-$834.1K)
Filed 2026-10-20
Trust Co of Vermont
DECREASED
Shares42,921 from 43,069
Change-148 (0%)
Value$9.4M (-$2.7M)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares42,691 from 43,273
Change-582 (-1%)
Value$9.4M (-$2.8M)
Filed 2026-10-16
Cardinal Point Capital Management ULC
INCREASED
Shares42,431 from 39,033
Change+3,398 (+9%)
Value$9.3M (-$1.6M)
Filed 2026-10-21
Union Bancaire Privee, UBP SA
DECREASED
Shares42,408 from 69,416
Change-27,008 (-39%)
Value$14.5M (-$10.0M)
Filed 2026-11-04
Anderson Hoagland & Co
INCREASED
Shares42,170 from 37,935
Change+4,235 (+11%)
Value$10.6M (-$36.2K)
Filed 2026-10-23
Compound Planning, Inc.
DECREASED
Shares42,154 from 42,292
Change-138 (0%)
Value$9.3M (-$2.6M)
Filed 2026-11-05
Prospera Financial Services Inc
DECREASED
Shares42,021 from 44,175
Change-2,154 (-5%)
Value$10.8M (-$1.6M)
Filed 2026-11-04
Cutler Investment Counsel LLC
DECREASED
Shares41,797 from 42,402
Change-605 (-1%)
Value$9.2M (-$2.7M)
Filed 2026-10-28
ARS Wealth Advisors Group, LLC
INCREASED
Shares41,539 from 41,468
Change+71 (+0%)
Value$9.1M (-$2.5M)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares41,365 from 41,417
Change-52 (0%)
Value$9.6M (-$2.0M)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares41,308 from 38,392
Change+2,916 (+8%)
Value$9.1M (-$1.7M)
Filed 2026-10-08
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares40,612 from 40,612
Change0 (0%)
Value$11.4M ($0)
Filed 2026-10-15
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED
Shares40,518 from 40,518
Change0 (0%)
Value$8.9M (-$2.5M)
Filed 2026-10-22
Fidelity D & D Bancorp Inc
UNCHANGED
Shares39,922 from 39,922
Change0 (0%)
Value$8.8M (-$2.4M)
Filed 2026-11-05
SFE Investment Counsel
INCREASED
Shares39,413 from 38,650
Change+763 (+2%)
Value$8.7M (-$2.2M)
Filed 2026-10-29
Forbes J M & Co LLP
DECREASED
Shares39,373 from 39,376
Change-3 (0%)
Value$8.7M (-$2.4M)
Filed 2026-10-16
Avantax Planning Partners, Inc.
INCREASED
Shares39,339 from 36,526
Change+2,813 (+8%)
Value$8.7M (-$1.6M)
Filed 2026-11-03
Sowell Financial Services LLC
INCREASED
Shares39,289 from 39,076
Change+213 (+1%)
Value$8.6M (-$2.3M)
Filed 2026-10-23
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares38,660 from 37,918
Change+742 (+2%)
Value$8.5M (-$2.2M)
Filed 2026-10-14
Community Bank & Trust, Waco, Texas
INCREASED
Shares38,470 from 37,218
Change+1,252 (+3%)
Value$8.5K (-$10.5M)
Filed 2026-10-19
Strategic Wealth Investment Group, LLC
INCREASED
Shares37,630 from 35,187
Change+2,443 (+7%)
Value$8.3M (-$1.6M)
Filed 2026-10-29
Axxcess Wealth Management, LLC
DECREASED
Shares37,536 from 52,210
Change-14,674 (-28%)
Value$8.3M (-$6.4M)
Filed 2026-10-21
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares37,444 from 37,199
Change+245 (+1%)
Value$8.2M (-$2.2M)
Filed 2026-10-13
First Financial Bank - Trust Division
DECREASED
Shares37,309 from 45,865
Change-8,556 (-19%)
Value$8.2M (-$4.7M)
Filed 2026-10-01
Montgomery Investment Management Inc
DECREASED
Shares37,002 from 37,302
Change-300 (-1%)
Value$8.1M (-$2.4M)
Filed 2026-10-26
Knights of Columbus Asset Advisors LLC
DECREASED
Shares36,255 from 50,929
Change-14,674 (-29%)
Value$8.0M (-$6.3M)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares36,254 from 32,127
Change+4,127 (+13%)
Value$8.0M (-$958.0K)
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares36,046 from 29,704
Change+6,342 (+21%)
Value$7.9M (-$425.6K)
Filed 2026-10-23
Tokio Marine Asset Management Co LTD
INCREASED
Shares35,988 from 34,633
Change+1,355 (+4%)
Value$7.9M (-$1.8M)
Filed 2026-10-26
MGO One Seven LLC
INCREASED
Shares35,591 from 35,123
Change+468 (+1%)
Value$7.8M (-$2.0M)
Filed 2026-10-28
First National Trust Co
DECREASED
Shares35,404 from 37,249
Change-1,845 (-5%)
Value$7.8M (-$2.7M)
Filed 2026-10-28
Simon Quick Advisors, LLC
DECREASED
Shares34,732 from 34,757
Change-25 (0%)
Value$7.6M (-$2.1M)
Filed 2026-10-26
Courier Capital LLC
INCREASED
Shares34,409 from 34,160
Change+249 (+1%)
Value$7.6M (-$2.0M)
Filed 2026-10-19
Clifford Swan Investment Counsel LLC
INCREASED
Shares34,016 from 33,047
Change+969 (+3%)
Value$7.5M (-$1.8M)
Filed 2026-11-05
Stokes Capital Advisors, LLC
DECREASED
Shares33,863 from 34,177
Change-314 (-1%)
Value$7.4M (-$2.2M)
Filed 2026-10-09
Simplex Trading, LLC
DECREASED
Shares33,784 from 57,427
Change-23,643 (-41%)
Value$7.4M (-$8.7M)
Filed 2026-11-04
Crestwood Advisors Group, LLC
DECREASED
Shares33,770 from 34,493
Change-723 (-2%)
Value$7.4M (-$2.3M)
Filed 2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED
Shares33,726 from 30,407
Change+3,319 (+11%)
Value$7.4M (-$1.1M)
Filed 2026-10-22
Churchill Financial Advisors, LLC
DECREASED
Shares33,714 from 33,808
Change-94 (0%)
Value$7.4M (-$2.1M)
Filed 2026-10-20
Advocate Group LLC
DECREASED
Shares33,703 from 36,351
Change-2,648 (-7%)
Value$7.4M (-$2.8M)
Filed 2026-10-19
Romano Brothers and Company
DECREASED
Shares33,683 from 33,685
Change-2 (0%)
Value$7.4M (-$2.1M)
Filed 2026-10-22
Financial & Tax Architects, LLC
INCREASED
Shares33,549 from 29,366
Change+4,183 (+14%)
Value$7.4M (-$879.8K)
Filed 2026-10-15
Alpha Omega Wealth Management LLC
DECREASED
Shares33,145 from 33,209
Change-64 (0%)
Value$7.3M (-$2.0M)
Filed 2026-10-23
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares32,969 from 33,159
Change-190 (-1%)
Value$7.3M (-$2.1M)
Filed 2026-10-09
Eastern Bank
INCREASED
Shares32,749 from 32,579
Change+170 (+1%)
Value$7.2M (-$2.0M)
Filed 2026-10-05
AlphaCore Capital LLC
INCREASED
Shares32,382 from 26,362
Change+6,020 (+23%)
Value$7.1M (-$291.3K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares32,292 from 32,738
Change-446 (-1%)
Value$7.1M (-$2.1M)
Filed 2026-10-26
Security National Bank
INCREASED
Shares32,045 from 30,105
Change+1,940 (+6%)
Value$7.0M (-$1.4M)
Filed 2026-10-26
Marathon Capital Management
INCREASED
Shares31,968 from 31,148
Change+820 (+3%)
Value$7.0M (-$1.7M)
Filed 2026-10-23
Kwmg, LLC
INCREASED
Shares31,786 from 30,762
Change+1,024 (+3%)
Value$7.0M (-$1.7M)
Filed 2026-10-07
Griffin Asset Management, Inc.
INCREASED
Shares31,400 from 26,888
Change+4,512 (+17%)
Value$6.9M (-$655.3K)
Filed 2026-10-22
Addenda Capital Inc.
UNCHANGED
Shares31,300 from 31,300
Change0 (0%)
Value$6.9M (-$1.9M)
Filed 2026-10-13
Orange Investment Advisors, Inc.
INCREASED
Shares31,252 from 30,503
Change+749 (+2%)
Value$6.9M (-$1.7M)
Filed 2026-10-23
Cohen Klingenstein LLC
UNCHANGED
Shares31,167 from 31,167
Change0 (0%)
Value$6.9M (-$1.9M)
Filed 2026-10-15
Carnegie Investment Counsel
DECREASED
Shares31,101 from 31,313
Change-212 (-1%)
Value$6.8M (-$2.0M)
Filed 2026-10-20
Signaturefd, LLC
DECREASED
Shares30,742 from 31,013
Change-271 (-1%)
Value$6.8M (-$2.0M)
Filed 2026-10-23
Inspire Trust Co, N.A.
INCREASED
Shares30,500 from 30,000
Change+500 (+2%)
Value$6.7M (-$1.7M)
Filed 2026-11-05
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares30,339 from 20,638
Change+9,701 (+47%)
Value$6.7M (+$868.7K)
Filed 2026-11-04
First Citizens Bank & Trust Co
INCREASED
Shares30,151 from 21,493
Change+8,658 (+40%)
Value$6.6M (+$587.2K)
Filed 2026-10-14
Brighton Jones LLC
INCREASED
Shares30,123 from 27,739
Change+2,384 (+9%)
Value$6.6M (-$1.2M)
Filed 2026-11-03
Searle & Co.
DECREASED
Shares29,908 from 30,648
Change-740 (-2%)
Value$6.6M (-$2.0M)
Filed 2026-11-04
Capital Investment Counsel, LLC
INCREASED
Shares29,806 from 29,221
Change+585 (+2%)
Value$6.6M (-$1.7M)
Filed 2026-10-14
Beacon Investment Advisory Services, Inc.
DECREASED
Shares29,762 from 30,495
Change-733 (-2%)
Value$6.5M (-$2.0M)
Filed 2026-10-13
XML Financial, LLC
INCREASED
Shares29,744 from 29,225
Change+519 (+2%)
Value$6.5M (-$1.7M)
Filed 2026-10-29
SS&H Financial Advisors, Inc.
INCREASED
Shares29,590 from 29,465
Change+125 (+0%)
Value$6.5M (-$1.8M)
Filed 2026-10-28
Bonness Enterprises Inc
UNCHANGED
Shares29,564 from 29,564
Change0 (0%)
Value$6.5M (-$1.8M)
Filed 2026-10-08
Canandaigua National Bank & Trust Co
INCREASED
Shares29,539 from 29,452
Change+87 (+0%)
Value$6.5M (-$1.8M)
Filed 2026-10-07
WealthPlan Investment Management, LLC
DECREASED
Shares29,333 from 29,394
Change-61 (0%)
Value$6.5M (-$1.8M)
Filed 2026-10-15
Parallel Advisors, LLC
DECREASED
Shares29,056 from 29,538
Change-482 (-2%)
Value$6.4M (-$1.9M)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
INCREASED
Shares28,966 from 28,457
Change+509 (+2%)
Value$6.4M (-$1.6M)
Filed 2026-10-13
Hanson & Doremus Investment Management
INCREASED
Shares28,913 from 25,471
Change+3,442 (+14%)
Value$6.4K (-$7.2M)
Filed 2026-10-16
North Dakota State Investment Board
INCREASED
Shares28,817 from 27,667
Change+1,150 (+4%)
Value$6.3M (-$1.4M)
Filed 2026-10-27
NovaPoint Capital, LLC
INCREASED
Shares28,817 from 28,333
Change+484 (+2%)
Value$6.3M (-$1.6M)
Filed 2026-10-22
Brookstone Capital Management
INCREASED
Shares28,755 from 25,468
Change+3,287 (+13%)
Value$6.3M (-$837.8K)
Filed 2026-10-22
Factory Mutual Insurance Co
DECREASED
Shares28,450 from 28,500
Change-50 (0%)
Value$6.3M (-$1.8M)
Filed 2026-10-30
Hudson Edge Investment Partners Inc.
DECREASED
Shares28,378 from 28,700
Change-322 (-1%)
Value$6.2M (-$1.8M)
Filed 2026-10-28
Chicago Partners Investment Group LLC
INCREASED
Shares28,208 from 27,405
Change+803 (+3%)
Value$7.2M (+$1.5M)
Filed 2026-10-27
Columbia Asset Management
DECREASED
Shares28,160 from 28,403
Change-243 (-1%)
Value$6.2M (-$1.8M)
Filed 2026-10-19
Independent Financial Group, LLC
DECREASED
Shares28,101 from 32,302
Change-4,201 (-13%)
Value$6.2M (-$2.9M)
Filed 2026-10-13
Rayburn West Financial Services LLC
INCREASED
Shares28,067 from 26,307
Change+1,760 (+7%)
Value$6.2M (-$1.2M)
Filed 2026-11-03
Goelzer Investment Management, Inc.
DECREASED
Shares27,960 from 30,103
Change-2,143 (-7%)
Value$6.1M (-$2.3M)
Filed 2026-10-16
NIA Impact Advisors, LLC
DECREASED
Shares27,417 from 27,543
Change-126 (0%)
Value$6.0M (-$1.7M)
Filed 2026-11-04
Hamilton Point Investment Advisors, LLC
INCREASED
Shares26,879 from 26,875
Change+4 (+0%)
Value$5.9M (-$1.6M)
Filed 2026-11-03
Advisors Management Group Inc
DECREASED
Shares26,693 from 27,571
Change-878 (-3%)
Value$5.9M (-$1.9M)
Filed 2026-11-05
Hall Laurie J Trustee
DECREASED
Shares26,426 from 26,441
Change-15 (0%)
Value$5.8M (-$1.6M)
Filed 2026-10-06
Nicholas Company, Inc.
UNCHANGED
Shares26,416 from 26,416
Change0 (0%)
Value$5.8M (-$1.6M)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares26,414
Change+26,414
Value$6.4K
Filed 2026-11-03
Tufton Capital Management
DECREASED
Shares26,324 from 26,364
Change-40 (0%)
Value$5.8K (-$7.4M)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares26,087 from 23,721
Change+2,366 (+10%)
Value$5.7M (-$933.4K)
Filed 2026-11-03
Toth Financial Advisory Corp
DECREASED
Shares26,049 from 27,310
Change-1,261 (-5%)
Value$5.7M (-$2.0M)
Filed 2026-10-08
Farmers & Merchants Investments Inc
INCREASED
Shares25,926 from 25,830
Change+96 (+0%)
Value$5.7M (-$1.6M)
Filed 2026-10-22
Gamma Investing LLC
DECREASED
Shares25,910 from 28,756
Change-2,846 (-10%)
Value$5.7M (-$2.4M)
Filed 2026-10-08
Quadrant Private Wealth Management, LLC
NEW
Shares25,640
Change+25,640
Value$5.6M
Filed 2026-11-04
LMG Wealth Partners, LLC
INCREASED
Shares25,617 from 3,464
Change+22,153 (+640%)
Value$5.6M (+$4.7M)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares25,559 from 21,674
Change+3,885 (+18%)
Value$5.6M (-$473.9K)
Filed 2026-10-21
Mesirow Financial Investment Management, Inc.
DECREASED
Shares24,858 from 25,622
Change-764 (-3%)
Value$5.5M (-$1.7M)
Filed 2026-11-05
LaFleur & Godfrey LLC
DECREASED
Shares24,764 from 39,414
Change-14,650 (-37%)
Value$5.4M (-$5.6M)
Filed 2026-10-27
Ascentis Independent Advisors
INCREASED
Shares24,548 from 462
Change+24,086 (+5213%)
Value$5.4M (+$5.3M)
Filed 2026-11-03
GW Henssler & Associates LTD
INCREASED
Shares24,540 from 1,641
Change+22,899 (+1395%)
Value$5.4M (+$4.9M)
Filed 2026-10-26
Argyle Capital Management, LLC
INCREASED
Shares24,524 from 24,314
Change+210 (+1%)
Value$5.4M (-$1.4M)
Filed 2026-10-28
Fulton Bank, N.A.
INCREASED
Shares24,327 from 23,985
Change+342 (+1%)
Value$5.4M (-$1.4M)
Filed 2026-10-14
Summit Financial Wealth Advisors, LLC
INCREASED
Shares24,298 from 22,925
Change+1,373 (+6%)
Value$5.3M (-$1.1M)
Filed 2026-10-15
McCollum Christoferson Group LLC
INCREASED
Shares24,298 from 24,213
Change+85 (+0%)
Value$5.3M (-$1.5M)
Filed 2026-10-13
Silverlake Wealth Management LLC
DECREASED
Shares24,264 from 24,630
Change-366 (-1%)
Value$5.3M (-$1.6M)
Filed 2026-10-21
LS Investment Advisors, LLC
DECREASED
Shares24,235 from 28,059
Change-3,824 (-14%)
Value$5.3M (-$2.6M)
Filed 2026-10-13
Hourglass Capital, LLC
DECREASED
Shares23,756 from 25,146
Change-1,390 (-6%)
Value$5.2M (-$1.8M)
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares23,658 from 25,677
Change-2,019 (-8%)
Value$5.2M (-$2.0M)
Filed 2026-10-22
Bouvel Investment Partners, LLC
INCREASED
Shares23,602 from 23,371
Change+231 (+1%)
Value$5.2M (-$1.4M)
Filed 2026-10-13
Patton Albertson Miller Group, LLC
INCREASED
Shares23,537 from 23,382
Change+155 (+1%)
Value$5.2M (-$1.4M)
Filed 2026-10-26
May Hill Capital, LLC
INCREASED
Shares23,504 from 2,193
Change+21,311 (+972%)
Value$5.2M (+$4.6M)
Filed 2026-11-03
Oak Harvest Investment Services
INCREASED
Shares23,445 from 20,195
Change+3,250 (+16%)
Value$5.2M (-$522.8K)
Filed 2026-10-20
Modera Wealth Management, LLC
INCREASED
Shares23,284 from 22,644
Change+640 (+3%)
Value$5.1M (-$1.2M)
Filed 2026-10-28
J.P. Marvel Investment Advisors, LLC
DECREASED
Shares23,138 from 23,144
Change-6 (0%)
Value$5.1M (-$1.4M)
Filed 2026-11-02
Masterinvest Kapitalanlage GmbH
INCREASED
Shares23,013 from 22,111
Change+902 (+4%)
Value$5.1M (-$1.2M)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares23,007 from 22,690
Change+317 (+1%)
Value$5.1M (-$1.3M)
Filed 2026-10-26
Baker Chad R
INCREASED
Shares22,960 from 22,885
Change+75 (+0%)
Value$5.0M (-$1.4M)
Filed 2026-10-22
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares22,882 from 24,278
Change-1,396 (-6%)
Value$5.0M (-$1.8M)
Filed 2026-10-13
Kintegral Advisory, LLC
INCREASED
Shares22,829 from 22,700
Change+129 (+1%)
Value$5.0M (-$1.4M)
Filed 2026-10-16
Hennessy Advisors Inc
INCREASED
Shares22,800 from 22,596
Change+204 (+1%)
Value$5.0M (-$1.3M)
Filed 2026-10-28
V-Square Quantitative Management LLC
INCREASED
Shares22,693 from 22,055
Change+638 (+3%)
Value$5.0M (-$1.2M)
Filed 2026-10-15
Iowa State Bank
DECREASED
Shares22,535 from 25,180
Change-2,645 (-10%)
Value$5.0M (-$2.1M)
Filed 2026-10-06
Compass Financial Management LLC
INCREASED
Shares22,408 from 22,033
Change+375 (+2%)
Value$4.9M (-$769.8K)
Filed 2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED
Shares22,381 from 20,143
Change+2,238 (+11%)
Value$4.9M (-$742.0K)
Filed 2026-10-21
Bill Few Associates, Inc.
INCREASED
Shares21,821 from 19,815
Change+2,006 (+10%)
Value$4.8M (-$773.1K)
Filed 2026-10-09
Mission Wealth Management, LP
DECREASED
Shares21,560 from 31,091
Change-9,531 (-31%)
Value$4.7M (-$4.0M)
Filed 2026-10-15
Verity Asset Management, Inc.
INCREASED
Shares21,442 from 19,647
Change+1,795 (+9%)
Value$4.7M (-$809.2K)
Filed 2026-10-30
Clean Yield Group
INCREASED
Shares21,387 from 20,791
Change+596 (+3%)
Value$4.7M (-$1.1M)
Filed 2026-10-28
First Pacific Financial
INCREASED
Shares21,331 from 21,103
Change+228 (+1%)
Value$4.7M (-$1.2M)
Filed 2026-10-14
Busey Bank
INCREASED
Shares21,221 from 21,004
Change+217 (+1%)
Value$4.7M (-$1.2M)
Filed 2026-10-26
Frank, Rimerman Advisors LLC
DECREASED
Shares21,180 from 23,814
Change-2,634 (-11%)
Value$4.7M (-$2.0M)
Filed 2026-10-16
Fideuram Asset Management (Ireland) dac
DECREASED
Shares20,997 from 38,425
Change-17,428 (-45%)
Value$4.8M (-$5.1M)
Filed 2026-10-29
Azzad Asset Management Inc
INCREASED
Shares20,821 from 20,165
Change+656 (+3%)
Value$4.6M (-$1.1M)
Filed 2026-11-04
Focused Wealth Management, Inc
INCREASED
Shares20,675 from 20,433
Change+242 (+1%)
Value$4.5M (-$1.2M)
Filed 2026-10-30
Valley Wealth Managers, Inc.
INCREASED
Shares20,565 from 19,180
Change+1,385 (+7%)
Value$4.5M (-$870.8K)
Filed 2026-10-09
SkyOak Wealth, LLC
DECREASED
Shares20,409 from 21,432
Change-1,023 (-5%)
Value$4.5M (-$1.5M)
Filed 2026-10-28
Old Port Advisors
DECREASED
Shares20,408 from 20,587
Change-179 (-1%)
Value$4.5M (-$1.3M)
Filed 2026-10-23
Herold Advisors, Inc.
INCREASED
Shares20,236 from 19,748
Change+488 (+2%)
Value$4.5M (-$1.1M)
Filed 2026-10-19
Green Alpha Advisors, LLC
INCREASED
Shares20,232 from 19,929
Change+303 (+2%)
Value$4.4M (-$1.2M)
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares20,188 from 20,968
Change-780 (-4%)
Value$4.4M (-$1.5M)
Filed 2026-10-05
Washington Trust Advisors, Inc.
DECREASED
Shares20,095 from 20,452
Change-357 (-2%)
Value$4.4M (-$1.3M)
Filed 2026-10-22
Sky Investment Group LLC
INCREASED
Shares20,008 from 17,349
Change+2,659 (+15%)
Value$4.4M (-$478.4K)
Filed 2026-10-30
DB&C Advisors, LLC
INCREASED
Shares19,921 from 17,968
Change+1,953 (+11%)
Value$4.4M (-$671.5K)
Filed 2026-10-26
Mengis Capital Management, Inc.
UNCHANGED
Shares19,703 from 19,703
Change0 (0%)
Value$4.3M (-$1.2M)
Filed 2026-10-13
Hunter Associates Investment Management LLC
INCREASED
Shares19,655 from 18,007
Change+1,648 (+9%)
Value$4.3M (-$730.0K)
Filed 2026-10-26
Mystic Asset Management, Inc.
DECREASED
Shares19,629 from 19,968
Change-339 (-2%)
Value$4.3M (-$1.3M)
Filed 2026-10-15
Strengthening Families & Communities, LLC
INCREASED
Shares19,471 from 18,651
Change+820 (+4%)
Value$4.3M (-$962.7K)
Filed 2026-10-21
Next Level Private LLC
DECREASED
Shares19,455 from 23,118
Change-3,663 (-16%)
Value$4.3M (-$2.2M)
Filed 2026-10-20
Tema Etfs LLC
DECREASED
Shares19,290 from 19,644
Change-354 (-2%)
Value$4.2M (-$1.3M)
Filed 2026-10-16
Mendel Money Management
DECREASED
Shares19,171 from 19,482
Change-311 (-2%)
Value$4.2M (-$1.3M)
Filed 2026-11-02
Sage Capital Advisors,llc
INCREASED
Shares19,110 from 19,081
Change+29 (+0%)
Value$4.2M (-$1.2M)
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares19,012 from 20,374
Change-1,362 (-7%)
Value$4.2M (-$1.5M)
Filed 2026-10-29
Moneco Advisors, LLC
DECREASED
Shares18,989 from 19,922
Change-933 (-5%)
Value$4.2M (-$1.4M)
Filed 2026-11-05
Almanack Investment Partners, Llc.
DECREASED
Shares18,780 from 20,375
Change-1,595 (-8%)
Value$4.1M (-$1.6M)
Filed 2026-11-03
Quadrant Capital Group LLC
INCREASED
Shares18,741 from 18,582
Change+159 (+1%)
Value$4.3M (-$900.4K)
Filed 2026-10-20
Convergence Investment Partners, LLC
DECREASED
Shares18,704 from 39,218
Change-20,514 (-52%)
Value$4.1M (-$6.9M)
Filed 2026-10-28
BLB&B Advisors, LLC
DECREASED
Shares18,638 from 19,769
Change-1,131 (-6%)
Value$4.1M (-$1.5M)
Filed 2026-10-27
Intact Investment Management Inc.
INCREASED
Shares18,600 from 17,500
Change+1,100 (+6%)
Value$4.1M (-$830.5K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED
Shares18,458 from 22,545
Change-4,087 (-18%)
Value$4.1M (-$2.3M)
Filed 2026-10-23
Trust Co of Toledo NA
DECREASED
Shares18,451 from 18,716
Change-265 (-1%)
Value$4.1M (-$1.2M)
Filed 2026-10-16
Associated Banc-Corp
INCREASED
Shares18,427 from 18,395
Change+32 (+0%)
Value$4.1M (-$1.1M)
Filed 2026-10-30
Blue Trust, Inc.
DECREASED
Shares18,413 from 19,197
Change-784 (-4%)
Value$4.0M (-$1.3M)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED
Shares18,411 from 19,958
Change-1,547 (-8%)
Value$4.0M (-$1.6M)
Filed 2026-11-03
C2c Wealth Management, LLC
DECREASED
Shares18,405 from 18,721
Change-316 (-2%)
Value$4.0M (-$1.2M)
Filed 2026-10-20
Plato Investment Management Ltd
DECREASED
Shares18,402 from 19,502
Change-1,100 (-6%)
Value$4.1M (-$1.4M)
Filed 2026-11-05
Northcape Wealth Management, LLC
DECREASED
Shares18,379 from 18,471
Change-92 (0%)
Value$4.0M (-$1.2M)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
INCREASED
Shares18,368 from 17,737
Change+631 (+4%)
Value$4.0M (-$947.2K)
Filed 2026-10-30
Valicenti Advisory Services Inc
DECREASED
Shares18,351 from 19,041
Change-690 (-4%)
Value$4.0K (-$1.3K)
Filed 2026-10-23
Moran Wealth Management, LLC
DECREASED
Shares18,342 from 18,634
Change-292 (-2%)
Value$4.0M (-$1.2M)
Filed 2026-10-22
Confluence Wealth Services, Inc.
DECREASED
Shares18,231 from 19,768
Change-1,537 (-8%)
Value$4.0M (-$1.5M)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares18,225 from 17,616
Change+609 (+3%)
Value$4.0M (-$945.5K)
Filed 2026-11-05
RMR Wealth Builders
INCREASED
Shares18,156 from 17,337
Change+819 (+5%)
Value$4.0M (-$882.1K)
Filed 2026-10-22
Carret Asset Management, LLC
DECREASED
Shares18,067 from 19,033
Change-966 (-5%)
Value$4.0M (-$1.4M)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares18,045 from 17,748
Change+297 (+2%)
Value$4.0M (-$1.0M)
Filed 2026-10-29
Pathway Financial Advisers, LLC
DECREASED
Shares18,005 from 18,115
Change-110 (-1%)
Value$4.0M (-$1.1M)
Filed 2026-10-27
Alps Advisors Inc
DECREASED
Shares17,980 from 21,742
Change-3,762 (-17%)
Value$4.0M (-$2.2M)
Filed 2026-11-03
St. Clair Advisors, LLC
INCREASED
Shares17,929 from 16,301
Change+1,628 (+10%)
Value$3.9M (-$640.9K)
Filed 2026-10-13
Foresight Capital Management Advisors, Inc.
INCREASED
Shares17,768 from 17,603
Change+165 (+1%)
Value$3.9M (-$1.0M)
Filed 2026-10-27
International Assets Investment Management, LLC
INCREASED
Shares17,720 from 14,494
Change+3,226 (+22%)
Value$4.0M (-$150.0K)
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares17,689 from 14,785
Change+2,904 (+20%)
Value$3.9M (-$625.7K)
Filed 2026-10-08
Insight Inv LLC
INCREASED
Shares17,678 from 15,213
Change+2,465 (+16%)
Value$3.9M (-$390.1K)
Filed 2026-10-27
OmniStar Financial Group, Inc.
INCREASED
Shares17,524 from 8,288
Change+9,236 (+111%)
Value$3.9M (+$1.5M)
Filed 2026-10-26
Linscomb Wealth, Inc.
INCREASED
Shares17,499 from 17,016
Change+483 (+3%)
Value$3.8M (-$936.4K)
Filed 2026-11-05
NTV Asset Management LLC
INCREASED
Shares17,494 from 17,110
Change+384 (+2%)
Value$3.8M (-$963.8K)
Filed 2026-10-23
Naples Global Advisors, LLC
INCREASED
Shares17,364 from 17,322
Change+42 (+0%)
Value$3.8M (-$1.1M)
Filed 2026-11-05
AMG National Trust Bank
DECREASED
Shares17,154 from 17,181
Change-27 (0%)
Value$3.8M (-$1.1M)
Filed 2026-11-05
Occidental Asset Management, LLC
INCREASED
Shares16,925 from 15,017
Change+1,908 (+13%)
Value$3.7M (-$500.7K)
Filed 2026-11-05
Burney Co/
INCREASED
Shares16,859 from 15,560
Change+1,299 (+8%)
Value$3.7M (-$667.8K)
Filed 2026-10-15
Grimes & Co Wealth Management, LLC
DECREASED
Shares16,840 from 21,008
Change-4,168 (-20%)
Value$3.7M (-$2.2M)
Filed 2026-10-29
Caldwell Trust Co
DECREASED
Shares16,822 from 22,680
Change-5,858 (-26%)
Value$3.7M (-$2.7M)
Filed 2026-10-30
Formidable Asset Management, LLC
INCREASED
Shares16,748 from 15,975
Change+773 (+5%)
Value$4.7M (+$837.6K)
Filed 2026-11-03
Atala Financial Inc
UNCHANGED
Shares16,740 from 16,740
Change0 (0%)
Value$3.7M (-$1.0M)
Filed 2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares16,724 from 16,374
Change+350 (+2%)
Value$3.7M (-$926.5K)
Filed 2026-10-23
CWA Asset Management Group, LLC
DECREASED
Shares16,665 from 17,005
Change-340 (-2%)
Value$3.7M (-$1.1M)
Filed 2026-10-19
Ascent Group, LLC
DECREASED
Shares16,640 from 17,621
Change-981 (-6%)
Value$3.7M (-$1.3M)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
NEW
Shares16,629
Change+16,629
Value$3.7M
Filed 2026-10-16
MFG Wealth Management, Inc.
INCREASED
Shares16,622 from 15,182
Change+1,440 (+9%)
Value$3.7M (-$613.7K)
Filed 2026-10-09
Pittenger & Anderson Inc
INCREASED
Shares16,535 from 16,450
Change+85 (+1%)
Value$3.6M (-$989.4K)
Filed 2026-11-02
Citadel Investment Advisory, Inc.
DECREASED
Shares16,525 from 16,875
Change-350 (-2%)
Value$3.6M (-$1.1M)
Filed 2026-10-15
ZWJ Investment Counsel Inc
INCREASED
Shares16,371 from 14,689
Change+1,682 (+11%)
Value$3.6M (-$530.2K)
Filed 2026-10-15
Stolper Co
INCREASED
Shares16,366 from 16,248
Change+118 (+1%)
Value$3.6K (-$970)
Filed 2026-10-13
Chesley Taft & Associates LLC
INCREASED
Shares16,257 from 15,657
Change+600 (+4%)
Value$3.6M (-$827.5K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
INCREASED
Shares16,155 from 15,643
Change+512 (+3%)
Value$3.6M (-$846.2K)
Filed 2026-10-08
Profund Advisors LLC
DECREASED
Shares16,124 from 17,402
Change-1,278 (-7%)
Value$3.5M (-$1.3M)
Filed 2026-10-29
Strong Tower Advisory Services
INCREASED
Shares16,073 from 14,076
Change+1,997 (+14%)
Value$3.5M (-$423.4K)
Filed 2026-10-13
180 Wealth Advisors, LLC
INCREASED
Shares16,006 from 15,459
Change+547 (+4%)
Value$3.5M (-$827.0K)
Filed 2026-11-03
Howland Capital Management LLC
INCREASED
Shares15,986 from 15,808
Change+178 (+1%)
Value$3.5M (-$929.5K)
Filed 2026-10-22
Silverberg Bernstein Capital Management LLC
INCREASED
Shares15,834 from 15,534
Change+300 (+2%)
Value$3.5M (-$885.9K)
Filed 2026-10-13
Evergreen Capital Management LLC
INCREASED
Shares15,808 from 12,569
Change+3,239 (+26%)
Value$3.5M (-$57.9K)
Filed 2026-10-23
Ledyard National Bank
INCREASED
Shares15,757 from 15,590
Change+167 (+1%)
Value$3.5M (-$918.6K)
Filed 2026-10-21
Perpetual Ltd
INCREASED
Shares15,683 from 11,053
Change+4,630 (+42%)
Value$3.4M (+$340.9K)
Filed 2026-10-13
VestGen Advisors, LLC
INCREASED
Shares15,622 from 14,520
Change+1,102 (+8%)
Value$3.4M (-$647.3K)
Filed 2026-10-27
Bailard, Inc.
INCREASED
Shares15,602 from 15,175
Change+427 (+3%)
Value$3.4M (-$835.8K)
Filed 2026-10-13
Brian LOW Financial Group, LLC
INCREASED
Shares15,574 from 11,643
Change+3,931 (+34%)
Value$3.4M (+$151.4K)
Filed 2026-10-28
Plan Group Financial, LLC
INCREASED
Shares15,562 from 12,853
Change+2,709 (+21%)
Value$3.8M (+$150.4K)
Filed 2026-10-22
CX Institutional
INCREASED
Shares15,560 from 14,354
Change+1,206 (+8%)
Value$3.4K (-$614)
Filed 2026-10-02
Sagespring Wealth Partners, LLC
DECREASED
Shares15,351 from 28,910
Change-13,559 (-47%)
Value$3.4M (-$4.8M)
Filed 2026-10-22
Asset Dedication, LLC
DECREASED
Shares15,209 from 16,074
Change-865 (-5%)
Value$3.3M (-$1.2M)
Filed 2026-11-03
CFC Planning Co LLC
INCREASED
Shares15,119 from 14,120
Change+999 (+7%)
Value$3.3M (-$645.0K)
Filed 2026-10-28
Alkeme Wealth, LLC
DECREASED
Shares15,005 from 15,214
Change-209 (-1%)
Value$3.3M (-$978.3K)
Filed 2026-10-08
Washington Trust Co
DECREASED
Shares14,946 from 16,304
Change-1,358 (-8%)
Value$3.3M (-$1.3M)
Filed 2026-10-22
North Star Investment Management Corp.
DECREASED
Shares14,935 from 15,063
Change-128 (-1%)
Value$3.3M (-$951.2K)
Filed 2026-10-27
Philip James Wealth Mangement, LLC
INCREASED
Shares14,872 from 14,687
Change+185 (+1%)
Value$3.3M (-$859.3K)
Filed 2026-10-27
Lockheed Martin Investment Management Co
DECREASED
Shares14,780 from 43,720
Change-28,940 (-66%)
Value$3.3M (-$9.0M)
Filed 2026-11-04
Oarsman Capital, Inc.
INCREASED
Shares14,776 from 14,288
Change+488 (+3%)
Value$3.2M (-$768.2K)
Filed 2026-11-05
Legal Advantage Investments, Inc.
INCREASED
Shares14,750 from 5,884
Change+8,866 (+151%)
Value$3.2M (+$1.6M)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED
Shares14,731 from 13,234
Change+1,497 (+11%)
Value$3.2M (-$481.8K)
Filed 2026-10-16
RKL Wealth Management LLC
INCREASED
Shares14,660 from 13,883
Change+777 (+6%)
Value$3.2M (-$680.0K)
Filed 2026-10-16
HUB Investment Partners, LLC
INCREASED
Shares14,480 from 12,294
Change+2,186 (+18%)
Value$3.2M (-$272.5K)
Filed 2026-11-03
Vertrix Wealth Management, LLC
INCREASED
Shares14,439 from 13,194
Change+1,245 (+9%)
Value$3.2M (-$534.7K)
Filed 2026-10-13
Catherine Avery Investment Management LLC
DECREASED
Shares14,296 from 25,644
Change-11,348 (-44%)
Value$3.1M (-$4.1M)
Filed 2026-10-14
Sentry LLC
DECREASED
Shares14,208 from 14,340
Change-132 (-1%)
Value$3.1M (-$907.7K)
Filed 2026-10-30
Cassaday & Co Wealth Management LLC
DECREASED
Shares14,196 from 14,720
Change-524 (-4%)
Value$3.1M (-$1.0M)
Filed 2026-10-27
Nations Financial Group Inc,
DECREASED
Shares14,161 from 14,566
Change-405 (-3%)
Value$3.1M (-$981.7K)
Filed 2026-11-05
Excalibur Management Corp
INCREASED
Shares13,854 from 13,592
Change+262 (+2%)
Value$3.0M (-$775.5K)
Filed 2026-11-02
KMG Fiduciary Partners, LLC
DECREASED
Shares13,831 from 15,228
Change-1,397 (-9%)
Value$3.0M (-$1.2M)
Filed 2026-10-14
Bangor Savings Bank
DECREASED
Shares13,820 from 13,908
Change-88 (-1%)
Value$3.0M (-$871.6K)
Filed 2026-10-06
Ashurst Perkins Coie Trust Co
DECREASED
Shares13,794 from 14,693
Change-899 (-6%)
Value$3.0M (-$1.1M)
Filed 2026-10-15
GAM Holding AG
DECREASED
Shares13,792 from 14,743
Change-951 (-6%)
Value$3.0M (-$1.1M)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares13,785 from 13,214
Change+571 (+4%)
Value$3.0M (-$684.1K)
Filed 2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares13,780 from 11,819
Change+1,961 (+17%)
Value$3.0K (-$3.3M)
Filed 2026-10-14
Connecticut Wealth Management, LLC
DECREASED
Shares13,765 from 14,288
Change-523 (-4%)
Value$3.0M (-$990.5K)
Filed 2026-10-13
Wealth Effects LLC
DECREASED
Shares13,755 from 14,855
Change-1,100 (-7%)
Value$3.0M (-$1.2M)
Filed 2026-10-23
First Nebraska Trust Co
DECREASED
Shares13,733 from 14,088
Change-355 (-3%)
Value$3.0M (-$941.6K)
Filed 2026-10-30
Carroll Advisory Group, LLC
INCREASED
Shares13,665 from 13,656
Change+9 (+0%)
Value$3.0M (-$834.8K)
Filed 2026-10-16
Cornerstone Planning, LLC
INCREASED
Shares13,590 from 13,573
Change+17 (+0%)
Value$3.6M (-$260.2K)
Filed 2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares13,586 from 13,946
Change-360 (-3%)
Value$3.0M (-$933.8K)
Filed 2026-10-23
Forza Wealth Management, LLC
INCREASED
Shares13,550 from 13,211
Change+339 (+3%)
Value$3.0M (-$735.0K)
Filed 2026-10-20
Sage Investment Advisers LLC
INCREASED
Shares13,522 from 13,419
Change+103 (+1%)
Value$3.0M (-$799.7K)
Filed 2026-10-21
Cypress Capital Group
DECREASED
Shares13,490 from 17,659
Change-4,169 (-24%)
Value$3.0M (-$2.0M)
Filed 2026-11-03
Sage Capital Management, LLC
INCREASED
Shares13,373 from 13,322
Change+51 (+0%)
Value$2.9M (-$806.1K)
Filed 2026-10-20
Cacti Asset Management LLC
DECREASED
Shares13,350 from 13,600
Change-250 (-2%)
Value$2.9M (-$887.6K)
Filed 2026-10-01
Lynch Asset Management, Inc.
DECREASED
Shares13,300 from 13,350
Change-50 (0%)
Value$2.9M (-$829.1K)
Filed 2026-10-28
Mcdonald Partners LLC
INCREASED
Shares13,299 from 12,077
Change+1,222 (+10%)
Value$2.9M (-$471.5K)
Filed 2026-11-03
Mcrae Capital Management Inc
INCREASED
Shares13,290 from 12,801
Change+489 (+4%)
Value$2.9M (-$676.7K)
Filed 2026-10-15
Royal Palms Capital LLC
DECREASED
Shares13,260 from 13,459
Change-199 (-1%)
Value$2.9M (-$868.7K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares13,246 from 12,721
Change+525 (+4%)
Value$2.9M (-$664.3K)
Filed 2026-10-26
Brown Miller Wealth Management, LLC
INCREASED
Shares13,176 from 13,126
Change+50 (+0%)
Value$2.9M (-$793.4K)
Filed 2026-11-02
Chilton Capital Management LLC
INCREASED
Shares13,161 from 12,579
Change+582 (+5%)
Value$2.9M (-$642.8K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares13,132 from 12,687
Change+445 (+4%)
Value$2.9M (-$679.6K)
Filed 2026-10-20
Tortuga Wealth Management, Inc
INCREASED
Shares13,130 from 10,922
Change+2,208 (+20%)
Value$2.9M (-$183.0K)
Filed 2026-10-27
Wedmont Private Capital
INCREASED
Shares13,128 from 12,349
Change+779 (+6%)
Value$3.0M (-$576.0K)
Filed 2026-10-09
Y.D. More Investments Ltd
INCREASED
Shares13,095 from 11,657
Change+1,438 (+12%)
Value$2.9M (-$398.0K)
Filed 2026-11-02
Sippican Capital Advisors
INCREASED
Shares13,045 from 9,023
Change+4,022 (+45%)
Value$2.9M (+$331.6K)
Filed 2026-10-23
Chicago Capital, LLC
DECREASED
Shares13,022 from 27,410
Change-14,388 (-52%)
Value$2.9M (-$4.8M)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
INCREASED
Shares12,920 from 8,079
Change+4,841 (+60%)
Value$2.8M (+$569.5K)
Filed 2026-10-16
Lantz Financial LLC
DECREASED
Shares12,876 from 12,990
Change-114 (-1%)
Value$2.8M (-$821.1K)
Filed 2026-10-15
Plimoth Trust Co LLC
INCREASED
Shares12,659 from 12,299
Change+360 (+3%)
Value$2.8M (-$674.5K)
Filed 2026-10-26
LEE Danner & Bass Inc
UNCHANGED
Shares12,649 from 12,649
Change0 (0%)
Value$2.8M (-$775.1K)
Filed 2026-10-27
Independent Solutions Wealth Management, LLC
INCREASED
Shares12,488 from 10,099
Change+2,389 (+24%)
Value$2.7M (-$93.5K)
Filed 2026-10-28
Csenge Advisory Group
DECREASED
Shares12,478 from 13,355
Change-877 (-7%)
Value$2.7M (-$1.0M)
Filed 2026-11-04
Marks Group Wealth Management, Inc
INCREASED
Shares12,420 from 10,971
Change+1,449 (+13%)
Value$2.7M (-$353.6K)
Filed 2026-11-05
Cypress Capital, LLC
INCREASED
Shares12,400 from 12,055
Change+345 (+3%)
Value$2.7M (-$662.9K)
Filed 2026-10-20
St. Louis Financial Planners Asset Management, LLC
DECREASED
Shares12,359 from 14,234
Change-1,875 (-13%)
Value$3.1M (-$1.1M)
Filed 2026-10-16
Sanders Morris Harris LLC
NEW
Shares12,308
Change+12,308
Value$2.8M
Filed 2026-10-14
New England Research & Management, Inc.
DECREASED
Shares12,278 from 12,368
Change-90 (-1%)
Value$2.7M (-$777.7K)
Filed 2026-10-16
Montag A & Associates Inc
DECREASED
Shares12,254 from 17,261
Change-5,007 (-29%)
Value$2.7M (-$2.2M)
Filed 2026-10-29
Chicago Trust Co NA
INCREASED
Shares12,116 from 9,322
Change+2,794 (+30%)
Value$2.7M (+$43.2K)
Filed 2026-10-28
Procyon Advisors, LLC
DECREASED
Shares11,990 from 16,765
Change-4,775 (-28%)
Value$2.6M (-$2.1M)
Filed 2026-10-21
Parcion Private Wealth LLC
INCREASED
Shares11,954 from 9,715
Change+2,239 (+23%)
Value$2.6M (-$102.9K)
Filed 2026-10-28
Udine Wealth Management, Inc.
INCREASED
Shares11,870 from 11,303
Change+567 (+5%)
Value$2.6M (-$567.9K)
Filed 2026-10-23
Eagle Rock Investment Company, LLC
DECREASED
Shares11,853 from 13,251
Change-1,398 (-11%)
Value$2.6M (-$1.1M)
Filed 2026-10-21
Parkside Financial Bank & Trust
INCREASED
Shares11,825 from 11,604
Change+221 (+2%)
Value$2.6M (-$662.5K)
Filed 2026-10-27
Novem Group
INCREASED
Shares11,797 from 11,644
Change+153 (+1%)
Value$2.6M (-$679.6K)
Filed 2026-10-19
Global Assets Advisory, LLC
INCREASED
Shares11,750 from 11,291
Change+459 (+4%)
Value$2.6M (-$660.6K)
Filed 2026-10-28
CJM Wealth Advisers, Ltd.
INCREASED
Shares11,741 from 11,683
Change+58 (+1%)
Value$2.6M (-$703.3K)
Filed 2026-10-27
Yoffe Investment Management, LLC
UNCHANGED
Shares11,731 from 11,731
Change0 (0%)
Value$2.6M (-$718.9K)
Filed 2026-11-02
ROI Financial Advisors, LLC
DECREASED
Shares11,677 from 12,209
Change-532 (-4%)
Value$2.6M (-$865.0K)
Filed 2026-10-19
Boothe Investment Group, Inc.
INCREASED
Shares11,632 from 10,393
Change+1,239 (+12%)
Value$2.6M (-$364.4K)
Filed 2026-10-22
Aries Wealth Management
UNCHANGED
Shares11,537 from 11,537
Change0 (0%)
Value$2.5M (-$707.0K)
Filed 2026-10-23
Pegasus Asset Management, Inc.
INCREASED
Shares11,500 from 10,906
Change+594 (+5%)
Value$2.5M (-$537.7K)
Filed 2026-11-03
Roffman Miller Associates Inc
INCREASED
Shares11,496 from 10,580
Change+916 (+9%)
Value$2.5M (-$446.8K)
Filed 2026-10-19
Exchange Bank
INCREASED
Shares11,496 from 11,483
Change+13 (+0%)
Value$2.5M (-$700.8K)
Filed 2026-10-07
Mather Group, Llc.
INCREASED
Shares11,443 from 7,263
Change+4,180 (+58%)
Value$2.5M (+$474.4K)
Filed 2026-10-14
Venture Visionary Partners LLC
DECREASED
Shares11,399 from 11,998
Change-599 (-5%)
Value$2.5M (-$866.9K)
Filed 2026-10-07
Park National Corp
DECREASED
Shares11,391 from 11,651
Change-260 (-2%)
Value$2.5M (-$771.2K)
Filed 2026-10-05
StoneX Group Inc.
INCREASED
Shares11,390 from 5,340
Change+6,050 (+113%)
Value$2.5M (+$1.0M)
Filed 2026-11-03
United Advisor Group, LLC
INCREASED
Shares11,376 from 7,495
Change+3,881 (+52%)
Value$2.5M (+$394.3K)
Filed 2026-11-03
O'Domhnaill Enterprises, Inc.
INCREASED
Shares11,341 from 10,397
Change+944 (+9%)
Value$2.5M (-$429.5K)
Filed 2026-10-29
Nicholas Hoffman & Company, Llc.
INCREASED
Shares11,297 from 9,658
Change+1,639 (+17%)
Value$2.5M (-$231.5K)
Filed 2026-10-30
JFS Wealth Advisors, LLC
INCREASED
Shares11,250 from 11,185
Change+65 (+1%)
Value$2.5M (-$671.1K)
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares11,240 from 12,099
Change-859 (-7%)
Value$2.5M (-$930.5K)
Filed 2026-10-30
Robertson Stephens Wealth Management, LLC
INCREASED
Shares11,205 from 9,851
Change+1,354 (+14%)
Value$2.5M (-$305.7K)
Filed 2026-10-16
Pines Wealth Management, LLC
DECREASED
Shares11,199 from 11,218
Change-19 (0%)
Value$2.5M (-$691.6K)
Filed 2026-10-21
LVM Capital Management LTD
DECREASED
Shares11,055 from 11,395
Change-340 (-3%)
Value$2.4M (+$2.4M)
Filed 2026-10-20
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares11,021 from 11,063
Change-42 (0%)
Value$2.4M (-$687.2K)
Filed 2026-10-19
Wagner Wealth Management, LLC
INCREASED
Shares10,964 from 9,648
Change+1,316 (+14%)
Value$2.4M (-$301.8K)
Filed 2026-10-21
Granite Islands Private Wealth, LLC
INCREASED
Shares10,955 from 9,313
Change+1,642 (+18%)
Value$2.4M (-$205.3K)
Filed 2026-10-16
Alternative Investment Advisors, Llc.
INCREASED
Shares10,939 from 10,850
Change+89 (+1%)
Value$2.4M (-$644.8K)
Filed 2026-11-03
Towne Trust Company, N.a
INCREASED
Shares10,884 from 10,832
Change+52 (+0%)
Value$2.4M (-$652.3K)
Filed 2026-10-28
AXS Investments LLC
DECREASED
Shares10,883 from 11,594
Change-711 (-6%)
Value$2.4M (-$866.9K)
Filed 2026-11-04
Madden Securities Corp
DECREASED
Shares10,790 from 13,265
Change-2,475 (-19%)
Value$2.4M (-$1.4M)
Filed 2026-10-27
Global Financial Private Client, LLC
INCREASED
Shares10,755 from 10,677
Change+78 (+1%)
Value$2.4M (-$637.0K)
Filed 2026-10-15
Ironwood Financial, llc
DECREASED
Shares10,749 from 10,776
Change-27 (0%)
Value$2.4M (-$763.5K)
Filed 2026-10-20
Ascentis Wealth Management, LLC
DECREASED
Shares10,747 from 11,844
Change-1,097 (-9%)
Value$2.4M (-$968.2K)
Filed 2026-11-03
Essex LLC
INCREASED
Shares10,740 from 9,788
Change+952 (+10%)
Value$2.4M (-$390.4K)
Filed 2026-10-14
Genus Capital Management Inc.
INCREASED
Shares10,725 from 2,882
Change+7,843 (+272%)
Value$2.4M (+$1.5M)
Filed 2026-11-04
CFS Investment Advisory Services, LLC
INCREASED
Shares10,713 from 9,925
Change+788 (+8%)
Value$2.4M (-$502.8K)
Filed 2026-10-19
Ticino Wealth
INCREASED
Shares10,706 from 9,782
Change+924 (+9%)
Value$2.4M (-$396.2K)
Filed 2026-10-13
SevenBridge Financial Group, LLC
DECREASED
Shares10,683 from 11,347
Change-664 (-6%)
Value$2.6M (-$108.0K)
Filed 2026-10-26
Investment House LLC
DECREASED
Shares10,680 from 14,305
Change-3,625 (-25%)
Value$2.3M (-$1.7M)
Filed 2026-10-21
Split Creek LLC DBA Split Creek Capital LLC
DECREASED
Shares10,666 from 10,670
Change-4 (0%)
Value$2.3M (-$654.7K)
Filed 2026-11-02
Bahl & Gaynor LLC
DECREASED
Shares10,630 from 10,820
Change-190 (-2%)
Value$2.3M (-$704.8K)
Filed 2026-11-05
Trust Investment Advisors
INCREASED
Shares10,610 from 8,743
Change+1,867 (+21%)
Value$2.3M (-$125.0K)
Filed 2026-10-20
Journey Advisory Group, LLC
DECREASED
Shares10,539 from 10,819
Change-280 (-3%)
Value$2.3M (-$724.6K)
Filed 2026-11-04
Firetrail Investments PTY LTD
INCREASED
Shares10,480 from 6,820
Change+3,660 (+54%)
Value$2.3M (+$407.9K)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares10,459 from 7,846
Change+2,613 (+33%)
Value$2.3M (+$93.8K)
Filed 2026-10-26
Peddock Capital Advisors, LLC
INCREASED
Shares10,433 from 10,332
Change+101 (+1%)
Value$2.3M (-$610.7K)
Filed 2026-10-16
Diversified Enterprises, LLC
INCREASED
Shares10,423 from 10,061
Change+362 (+4%)
Value$2.3M (-$536.8K)
Filed 2026-10-19
Riggs Asset Managment Co. Inc.
INCREASED
Shares10,366 from 9,930
Change+436 (+4%)
Value$2.3M (-$512.6K)
Filed 2026-11-05
Trust Asset Management LLC
UNCHANGED
Shares10,363 from 10,363
Change0 (0%)
Value$2.3M (-$635.0K)
Filed 2026-11-03
Fagan Associates, Inc.
INCREASED
Shares10,216 from 10,145
Change+71 (+1%)
Value$2.2M (-$606.1K)
Filed 2026-10-13
Grey Ledge Advisors, LLC
DECREASED
Shares10,197 from 10,201
Change-4 (0%)
Value$2.2M (-$626.0K)
Filed 2026-11-02
Optimist Retirement Group LLC
INCREASED
Shares10,169 from 9,845
Change+324 (+3%)
Value$2.2M (-$532.1K)
Filed 2026-10-30
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares10,154 from 7,590
Change+2,564 (+34%)
Value$2.2M (+$98.8K)
Filed 2026-10-22
Koenig Investment Advisory, LLC
DECREASED
Shares10,154 from 10,382
Change-228 (-2%)
Value$2.2M (-$686.5K)
Filed 2026-10-09
Bank of New Hampshire
DECREASED
Shares10,120 from 10,572
Change-452 (-4%)
Value$2.2M (-$747.3K)
Filed 2026-10-06
Compass Ion Advisors, LLC
DECREASED
Shares10,112 from 10,424
Change-312 (-3%)
Value$2.2M (-$707.8K)
Filed 2026-10-23
Accurate Wealth Management, LLC
INCREASED
Shares10,101 from 9,496
Change+605 (+6%)
Value$2.3M (-$400.5K)
Filed 2026-10-20
Physicians Financial Services, Inc.
DECREASED
Shares10,101 from 10,161
Change-60 (-1%)
Value$2.2M (-$635.0K)
Filed 2026-11-04
Uncommon Cents Investing Inc
INCREASED
Shares10,098 from 10,084
Change+14 (+0%)
Value$2.2M (-$614.9K)
Filed 2026-10-20
Opinicus Capital, Inc.
INCREASED
Shares10,083 from 8,728
Change+1,355 (+16%)
Value$2.2M (-$237.0K)
Filed 2026-10-28
Hartline Investment Corp/
DECREASED
Shares10,076 from 46,514
Change-36,438 (-78%)
Value$2.2M (-$10.9M)
Filed 2026-10-29
Providence Wealth Advisors, LLC
DECREASED
Shares10,053 from 10,072
Change-19 (0%)
Value$2.2M (-$637.9K)
Filed 2026-10-29
Westhampton Capital, LLC
DECREASED
Shares10,035 from 10,235
Change-200 (-2%)
Value$2.2M (-$671.2K)
Filed 2026-10-30
Avidian Wealth Enterprises, LLC
DECREASED
Shares10,015 from 10,579
Change-564 (-5%)
Value$2.2M (-$772.2K)
Filed 2026-10-08
Adirondack Trust Co
INCREASED
Shares9,947 from 8,214
Change+1,733 (+21%)
Value$2.2M (-$122.2K)
Filed 2026-10-14
MBL Wealth, LLC
INCREASED
Shares9,927 from 7,662
Change+2,265 (+30%)
Value$2.2M (+$28.5K)
Filed 2026-10-22
Advisor OS, LLC
INCREASED
Shares9,897 from 9,485
Change+412 (+4%)
Value$2.2M (-$490.5K)
Filed 2026-11-03
Signal Advisors Wealth, LLC
INCREASED
Shares9,896 from 9,450
Change+446 (+5%)
Value$2.2M (-$481.0K)
Filed 2026-10-13
Trust Point Inc.
DECREASED
Shares9,884 from 9,914
Change-30 (0%)
Value$2.2M (-$614.1K)
Filed 2026-10-27
Krilogy Financial LLC
INCREASED
Shares9,856 from 7,752
Change+2,104 (+27%)
Value$2.2M (+$57.5K)
Filed 2026-10-13
Bank Pictet & Cie (Europe) AG
INCREASED
Shares9,848 from 8,955
Change+893 (+10%)
Value$2.2M (-$352.4K)
Filed 2026-10-20
Leo Wealth, LLC
NEW
Shares9,752
Change+9,752
Value$2.1M
Filed 2026-10-26
Facet Wealth, Inc.
INCREASED
Shares9,735 from 7,237
Change+2,498 (+35%)
Value$2.1M (+$105.9K)
Filed 2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares9,685 from 9,491
Change+194 (+2%)
Value$2.1M (-$538.9K)
Filed 2026-10-14
M. Kraus & Co
UNCHANGED
Shares9,685 from 9,685
Change0 (0%)
Value$2.1M (-$593.5K)
Filed 2026-10-20
Dudley Capital Management, LLC
DECREASED
Shares9,673 from 12,206
Change-2,533 (-21%)
Value$2.1M (-$1.3M)
Filed 2026-10-23
Linden Thomas Advisory Services, LLC
INCREASED
Shares9,658 from 9,212
Change+446 (+5%)
Value$2.1M (-$466.4K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
INCREASED
Shares9,576 from 8,550
Change+1,026 (+12%)
Value$2.1M (+$33.7K)
Filed 2026-10-13
G&S Capital LLC
INCREASED
Shares9,524 from 3,213
Change+6,311 (+196%)
Value$2.1M (+$1.2M)
Filed 2026-10-23
Seamount Financial Group Inc
DECREASED
Shares9,470 from 9,863
Change-393 (-4%)
Value$2.1M (-$690.8K)
Filed 2026-10-21
Kessler Investment Group, LLC
UNCHANGED
Shares9,449 from 9,449
Change0 (0%)
Value$2.1M (-$579.0K)
Filed 2026-10-08
Citizens National Bank Trust Department
UNCHANGED
Shares9,444 from 9,444
Change0 (0%)
Value$2.1M (-$578.7K)
Filed 2026-11-04
Davidson Capital Management Inc.
INCREASED
Shares9,436 from 8,933
Change+503 (+6%)
Value$2.1M (-$436.8K)
Filed 2026-10-15
Rossmore Private Capital
INCREASED
Shares9,407 from 8,711
Change+696 (+8%)
Value$2.1M (-$380.7K)
Filed 2026-10-27
Ipswich Investment Management Co., Inc.
DECREASED
Shares9,405 from 10,705
Change-1,300 (-12%)
Value$2.1M (-$941.9K)
Filed 2026-10-13
Bfsg, LLC
DECREASED
Shares9,402 from 9,494
Change-92 (-1%)
Value$2.1M (-$602.0K)
Filed 2026-10-30
Tilia Fiduciary Partners, Inc.
INCREASED
Shares9,386 from 8,945
Change+441 (+5%)
Value$2.1M (-$451.3K)
Filed 2026-10-09
Harmony Asset Management LLC
DECREASED
Shares9,357 from 18,750
Change-9,393 (-50%)
Value$2.1M (-$3.2M)
Filed 2026-10-20
Robbins Farley
INCREASED
Shares9,351 from 9,016
Change+335 (+4%)
Value$2.1M (-$478.8K)
Filed 2026-10-21
Integrated Advisors Network LLC
DECREASED
Shares9,305 from 17,597
Change-8,292 (-47%)
Value$2.0M (-$2.9M)
Filed 2026-10-20
Ascent Wealth Partners, LLC
DECREASED
Shares9,275 from 9,311
Change-36 (0%)
Value$2.0M (-$578.5K)
Filed 2026-10-23
Register Financial Advisors LLC
INCREASED
Shares9,265 from 9,153
Change+112 (+1%)
Value$2.0M (-$536.3K)
Filed 2026-10-23
Gen-Wealth Partners Inc
INCREASED
Shares9,210 from 9,073
Change+137 (+2%)
Value$2.0M (-$526.0K)
Filed 2026-11-04
Gateway Investment Advisers LLC
INCREASED
Shares9,181 from 8,858
Change+323 (+4%)
Value$2.0M (-$471.7K)
Filed 2026-10-13
Tompkins Financial Corp
INCREASED
Shares9,171 from 8,574
Change+597 (+7%)
Value$2.0M (-$394.1K)
Filed 2026-10-05
True Private Wealth Advisors
INCREASED
Shares9,136 from 6,694
Change+2,442 (+36%)
Value$2.0M (+$126.8K)
Filed 2026-10-19
Home Federal Bank of Tennessee
DECREASED
Shares9,112 from 9,246
Change-134 (-1%)
Value$2.0M (-$596.1K)
Filed 2026-10-15
Carolina Wealth Advisors, LLC
INCREASED
Shares9,107 from 8,853
Change+254 (+3%)
Value$2.0M (-$486.6K)
Filed 2026-10-23
Peck Wealth Management, LLC
DECREASED
Shares9,065 from 9,165
Change-100 (-1%)
Value$2.0M (-$583.6K)
Filed 2026-10-29
Grove Bank & Trust
DECREASED
Shares9,047 from 9,117
Change-70 (-1%)
Value$2.0M (-$574.1K)
Filed 2026-10-08
Abundance Wealth Counselors
INCREASED
Shares9,009 from 8,321
Change+688 (+8%)
Value$2.0M (-$358.6K)
Filed 2026-10-26
Investors Asset Management of Georgia Inc
INCREASED
Shares8,986 from 8,899
Change+87 (+1%)
Value$2.0M (-$526.2K)
Filed 2026-10-20
KCM Investment Advisors LLC
DECREASED
Shares8,966 from 9,711
Change-745 (-8%)
Value$2.0M (-$758.8K)
Filed 2026-10-27
BKM Wealth Management, LLC
INCREASED
Shares8,963 from 8,673
Change+290 (+3%)
Value$2.0M (-$467.8K)
Filed 2026-10-22
Luts & Greenleigh Group, Inc.
DECREASED
Shares8,956 from 9,188
Change-232 (-3%)
Value$2.0M (-$614.0K)
Filed 2026-11-05
Cidel Asset Management Inc
INCREASED
Shares8,949 from 8,644
Change+305 (+4%)
Value$2.0M (-$462.6K)
Filed 2026-10-29
InvesTrust
DECREASED
Shares8,918 from 10,619
Change-1,701 (-16%)
Value$2.0M (-$1.0M)
Filed 2026-10-14
Nilsine Partners, LLC
DECREASED
Shares8,910 from 9,383
Change-473 (-5%)
Value$2.0M (-$679.1K)
Filed 2026-11-02
Strategic Blueprint, LLC
DECREASED
Shares8,904 from 9,547
Change-643 (-7%)
Value$2.0M (-$726.3K)
Filed 2026-10-22
Generali Investments, Management Co LLC
DECREASED
Shares8,883 from 9,942
Change-1,059 (-11%)
Value$2.0M (-$842.2K)
Filed 2026-10-19
Cigna Investments Inc
DECREASED
Shares8,833 from 8,857
Change-24 (0%)
Value$1.9K (-$2.5M)
Filed 2026-10-19
Corrado Advisors, LLC
INCREASED
Shares8,798 from 8,371
Change+427 (+5%)
Value$1.9M (-$419.1K)
Filed 2026-10-27
Paragon Private Wealth Management, LLC
DECREASED
Shares8,793 from 10,389
Change-1,596 (-15%)
Value$1.9M (-$987.6K)
Filed 2026-10-20
Garner Asset Management Corp
DECREASED
Shares8,783 from 9,018
Change-235 (-3%)
Value$2.2M (-$309.9K)
Filed 2026-10-30
Sacks & Associates, LLC
DECREASED
Shares8,777 from 9,717
Change-940 (-10%)
Value$1.9M (-$242.9K)
Filed 2026-10-09
TD Private Client Wealth LLC
DECREASED
Shares8,771 from 9,773
Change-1,002 (-10%)
Value$1.9M (-$819.3K)
Filed 2026-10-28
Cooper Financial Group
DECREASED
Shares8,771 from 9,052
Change-281 (-3%)
Value$1.9M (-$616.5K)
Filed 2026-10-07
Symphony Financial, Ltd. Co.
INCREASED
Shares8,760 from 3,539
Change+5,221 (+148%)
Value$1.9M (+$946.9K)
Filed 2026-10-22
Key Client Fiduciary Advisors, LLC
INCREASED
Shares8,736 from 8,707
Change+29 (+0%)
Value$1.9M (-$527.0K)
Filed 2026-10-19
Karras Company, Inc.
DECREASED
Shares8,708 from 8,782
Change-74 (-1%)
Value$1.9M (-$554.4K)
Filed 2026-10-16
Greenspring Advisors, LLC
INCREASED
Shares8,674 from 4,172
Change+4,502 (+108%)
Value$1.9M (+$734.5K)
Filed 2026-11-05
Investment Partners Asset Management, Inc.
DECREASED
Shares8,668 from 8,694
Change-26 (0%)
Value$1.9M (-$538.5K)
Filed 2026-10-09
Meridian Investment Counsel Inc.
DECREASED
Shares8,653 from 8,728
Change-75 (-1%)
Value$1.9M (-$551.3K)
Filed 2026-10-14
Parisi Gray Wealth Management
DECREASED
Shares8,624 from 8,833
Change-209 (-2%)
Value$1.9M (-$587.5K)
Filed 2026-10-16
Inscription Capital, LLC
DECREASED
Shares8,565 from 9,700
Change-1,135 (-12%)
Value$1.9M (-$844.1K)
Filed 2026-11-02
Vaughan David Investments LLC
UNCHANGED
Shares8,526 from 8,526
Change0 (0%)
Value$1.9M (-$523.0K)
Filed 2026-11-05
Castle Rock Wealth Management, LLC
DECREASED
Shares8,511 from 18,208
Change-9,697 (-53%)
Value$1.9M (-$3.3M)
Filed 2026-10-09
Capital Asset Advisory Services LLC
DECREASED
Shares8,491 from 8,968
Change-477 (-5%)
Value$2.1M (-$381.3K)
Filed 2026-10-30
Centennial Wealth Advisory LLC
INCREASED
Shares8,457 from 8,351
Change+106 (+1%)
Value$1.9M (-$487.7K)
Filed 2026-10-16
Third View Private Wealth, LLC
DECREASED
Shares8,449 from 8,995
Change-546 (-6%)
Value$1.9M (-$671.2K)
Filed 2026-10-30
Richards, Merrill & Peterson, Inc.
DECREASED
Shares8,436 from 8,461
Change-25 (0%)
Value$1.9M (-$524.1K)
Filed 2026-10-19
Inman Jager Wealth Management, LLC
DECREASED
Shares8,404 from 8,433
Change-29 (0%)
Value$1.8M (-$523.2K)
Filed 2026-11-05
Cane Capital Partners, LLC
DECREASED
Shares8,374 from 9,612
Change-1,238 (-13%)
Value$1.8M (-$861.3K)
Filed 2026-10-23
Thrive Wealth Management, LLC
INCREASED
Shares8,370 from 8,366
Change+4 (+0%)
Value$1.8M (-$511.9K)
Filed 2026-10-13
Moody National Bank Trust Division
INCREASED
Shares8,338 from 7,750
Change+588 (+8%)
Value$1.8M (-$345.6K)
Filed 2026-10-06
Capital City Trust Co
DECREASED
Shares8,332 from 8,394
Change-62 (-1%)
Value$1.8M (-$528.0K)
Filed 2026-10-22
Convergence Financial, LLC
INCREASED
Shares8,327 from 3,662
Change+4,665 (+127%)
Value$1.8M (+$801.6K)
Filed 2026-10-27
Keystone Financial Planning, Inc.
DECREASED
Shares8,326 from 8,519
Change-193 (-2%)
Value$1.8M (-$564.6K)
Filed 2026-10-08
Soltis Investment Advisors LLC
INCREASED
Shares8,324 from 8,092
Change+232 (+3%)
Value$1.8M (-$444.7K)
Filed 2026-10-28
Wolff Wiese Magana LLC
INCREASED
Shares8,261 from 7,727
Change+534 (+7%)
Value$1.8M (-$356.1K)
Filed 2026-10-15
Aull & Monroe Investment Management Corp
DECREASED
Shares8,258 from 8,424
Change-166 (-2%)
Value$1.8M (-$552.7K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
DECREASED
Shares8,241 from 8,369
Change-128 (-2%)
Value$1.8M (-$541.0K)
Filed 2026-10-21
Red Spruce Capital, LLC
INCREASED
Shares8,238 from 8,224
Change+14 (+0%)
Value$1.8M (-$500.9K)
Filed 2026-10-07
Diligent Investors, LLC
DECREASED
Shares8,237 from 8,750
Change-513 (-6%)
Value$1.8M (-$648.9K)
Filed 2026-10-21
Wendell David Associates Inc
UNCHANGED
Shares8,235 from 8,235
Change0 (0%)
Value$1.8M (-$505.0K)
Filed 2026-10-27
RTD Financial Advisors, Inc.
INCREASED
Shares8,233 from 6,633
Change+1,600 (+24%)
Value$1.8M (-$54.6K)
Filed 2026-10-09
First City Capital Management, Inc.
DECREASED
Shares8,231 from 8,390
Change-159 (-2%)
Value$1.8M (-$549.2K)
Filed 2026-10-27
Nichols & Pratt Advisers LLP
UNCHANGED
Shares8,203 from 8,203
Change0 (0%)
Value$1.9M (-$456.0K)
Filed 2026-10-13
Newman Dignan & Sheerar, Inc.
DECREASED
Shares8,202 from 8,712
Change-510 (-6%)
Value$1.8M (-$646.0K)
Filed 2026-10-21
Hudock, Inc.
DECREASED
Shares8,147 from 8,190
Change-43 (-1%)
Value$1.8M (-$511.4K)
Filed 2026-10-14
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares8,010 from 8,010
Change0 (0%)
Value$1.8M (-$490.9K)
Filed 2026-10-26
Roxbury Financial LLC
DECREASED
Shares7,998 from 8,087
Change-89 (-1%)
Value$1.8M (-$515.1K)
Filed 2026-10-01
Argentarii, LLC
DECREASED
Shares7,994 from 8,002
Change-8 (0%)
Value$1.8M (-$149.7K)
Filed 2026-10-28
Montecito Bank & Trust
DECREASED
Shares7,983 from 9,491
Change-1,508 (-16%)
Value$1.8M (-$913.3K)
Filed 2026-10-01
Clark Financial Services Group Inc
DECREASED
Shares7,926 from 7,953
Change-27 (0%)
Value$1.7M (-$493.2K)
Filed 2026-10-19
Duncker Streett & Co Inc
DECREASED
Shares7,915 from 7,990
Change-75 (-1%)
Value$1.7M (-$506.2K)
Filed 2026-10-27
Concord Wealth Partners
INCREASED
Shares7,886 from 7,259
Change+627 (+9%)
Value$1.7M (-$307.0K)
Filed 2026-11-02
TMB Capital Partners, LLC
DECREASED
Shares7,851 from 7,855
Change-4 (0%)
Value$1.7M (-$482.4K)
Filed 2026-10-20
Culbertson A N & Co Inc
DECREASED
Shares7,822 from 10,228
Change-2,406 (-24%)
Value$1.7M (-$1.2M)
Filed 2026-10-21
Donoghue Forlines LLC
INCREASED
Shares7,772 from 6,353
Change+1,419 (+22%)
Value$1.7M (-$77.2K)
Filed 2026-11-02
Wynn Capital, LLC
INCREASED
Shares7,731 from 7,721
Change+10 (+0%)
Value$1.7M (-$470.9K)
Filed 2026-10-13
Rockland Trust Co
DECREASED
Shares7,694 from 8,150
Change-456 (-6%)
Value$1.7M (-$599.7K)
Filed 2026-10-05
Weaver Capital Management LLC
INCREASED
Shares7,676 from 4,798
Change+2,878 (+60%)
Value$1.7M (+$525.1K)
Filed 2026-10-15
Investment Research Partners LLC
INCREASED
Shares7,663 from 7,527
Change+136 (+2%)
Value$1.7M (-$431.3K)
Filed 2026-10-19
Aaron Wealth Advisors LLC
DECREASED
Shares7,652 from 11,566
Change-3,914 (-34%)
Value$1.7M (-$1.6M)
Filed 2026-10-13
Fiduciary Alliance LLC
DECREASED
Shares7,590 from 25,416
Change-17,826 (-70%)
Value$1.7M (-$5.5M)
Filed 2026-10-13
M&G Plc
DECREASED
Shares7,580 from 8,694
Change-1,114 (-13%)
Value$1.7M (-$775.4K)
Filed 2026-11-04
Steinberg Asset Management LLC
UNCHANGED
Shares7,569 from 7,569
Change0 (0%)
Value$1.7M (-$463.8K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
INCREASED
Shares7,493 from 4,788
Change+2,705 (+57%)
Value$1.6M (+$301.6K)
Filed 2026-10-30
Platform Technology Partners
INCREASED
Shares7,490 from 7,304
Change+186 (+3%)
Value$1.6M (-$406.7K)
Filed 2026-11-02
Certified Advisory Corp
INCREASED
Shares7,477 from 7,048
Change+429 (+6%)
Value$1.6M (-$337.5K)
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares7,423 from 6,139
Change+1,284 (+21%)
Value$1.7M (-$34.9K)
Filed 2026-10-15
Concord Asset Management, LLC
INCREASED
Shares7,405 from 6,585
Change+820 (+12%)
Value$1.6M (-$223.0K)
Filed 2026-11-02
Aspen Investment Management Inc
INCREASED
Shares7,369 from 7,323
Change+46 (+1%)
Value$1.6M (+$1.6M)
Filed 2026-11-05
Lineweaver Wealth Advisors, LLC
DECREASED
Shares7,363 from 10,563
Change-3,200 (-30%)
Value$1.6M (-$1.4M)
Filed 2026-10-13
CWS Financial Advisors, LLC
DECREASED
Shares7,338 from 7,362
Change-24 (0%)
Value$1.6M (-$456.3K)
Filed 2026-10-16
Woodward Diversified Capital, LLC
INCREASED
Shares7,335 from 7,320
Change+15 (+0%)
Value$1.6M (-$445.2K)
Filed 2026-10-21
Shulman DeMeo Asset Management LLC
DECREASED
Shares7,320 from 7,882
Change-562 (-7%)
Value$1.6M (-$594.5K)
Filed 2026-10-09
Moss Adams Wealth Advisors LLC
DECREASED
Shares7,301 from 7,526
Change-225 (-3%)
Value$1.6M (-$510.6K)
Filed 2026-10-28
Avestar Capital, LLC
DECREASED
Shares7,297 from 9,641
Change-2,344 (-24%)
Value$1.6M (-$1.1M)
Filed 2026-10-28
Bdf-Gestion
DECREASED
Shares7,283 from 16,415
Change-9,132 (-56%)
Value$1.6M (-$3.3M)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares7,273 from 7,214
Change+59 (+1%)
Value$1.6M (-$429.1K)
Filed 2026-10-27
Altfest L J & Co Inc
DECREASED
Shares7,271 from 7,387
Change-116 (-2%)
Value$1.6M (-$478.3K)
Filed 2026-10-27
Prentice Wealth Management LLC
INCREASED
Shares7,270 from 6,417
Change+853 (+13%)
Value$1.6M (-$205.6K)
Filed 2026-10-20
Slocum, Gordon & Co LLP
DECREASED
Shares7,216 from 7,516
Change-300 (-4%)
Value$1.6M (-$526.6K)
Filed 2026-10-19
Northern Financial Advisors Inc
DECREASED
Shares7,171 from 7,720
Change-549 (-7%)
Value$1.6M (-$593.6K)
Filed 2026-10-29
PFG Advisors
DECREASED
Shares7,168 from 7,569
Change-401 (-5%)
Value$1.6M (-$552.1K)
Filed 2026-10-16
Fourpath Capital Management, LLC
DECREASED
Shares7,126 from 7,142
Change-16 (0%)
Value$1.6M (-$441.2K)
Filed 2026-10-19
Northeast Investment Management
DECREASED
Shares7,108 from 7,268
Change-160 (-2%)
Value$1.6M (-$480.5K)
Filed 2026-10-30
Jeppson Wealth Management, LLC
INCREASED
Shares7,077 from 6,775
Change+302 (+4%)
Value$1.6M (-$348.8K)
Filed 2026-10-20
Everhart Financial Group, Inc.
DECREASED
Shares7,063 from 7,582
Change-519 (-7%)
Value$1.6M (-$578.9K)
Filed 2026-10-08
Avior Wealth Management, LLC
DECREASED
Shares7,047 from 7,829
Change-782 (-10%)
Value$1.5M (-$568.6K)
Filed 2026-10-13
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares7,041 from 7,054
Change-13 (0%)
Value$1.5M (-$435.1K)
Filed 2026-11-05
Dumont & Blake Investment Advisors LLC
INCREASED
Shares7,001 from 6,855
Change+146 (+2%)
Value$1.5M (-$388.0K)
Filed 2026-10-28
Wellington Shields & Co., LLC
DECREASED
Shares7,000 from 24,174
Change-17,174 (-71%)
Value$1.5M (-$5.3M)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
DECREASED
Shares7,000 from 14,566
Change-7,566 (-52%)
Value$1.5M (-$2.6M)
Filed 2026-11-03
Capital Management Associates
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$1.5M (-$429.0K)
Filed 2026-11-03
Birchbrook, Inc.
DECREASED
Shares6,992 from 7,352
Change-360 (-5%)
Value$1.5M (-$529.6K)
Filed 2026-10-14
Burke & Herbert Bank & Trust Co
DECREASED
Shares6,987 from 7,036
Change-49 (-1%)
Value$1.5M (-$441.9K)
Filed 2026-11-02
Fulcrum Asset Management LLP
NEW
Shares6,950
Change+6,950
Value$1.5M
Filed 2026-11-04
Claro Advisors Inc.
INCREASED
Shares6,942 from 5,580
Change+1,362 (+24%)
Value$1.5M (-$42.2K)
Filed 2026-11-02
Focus Financial Network, Inc.
INCREASED
Shares6,939 from 6,854
Change+85 (+1%)
Value$1.5M (-$401.2K)
Filed 2026-10-14
Aspiriant, LLC
INCREASED
Shares6,930 from 6,511
Change+419 (+6%)
Value$1.5M (-$306.9K)
Filed 2026-10-16
Clear Harbor Asset Management, LLC
INCREASED
Shares6,908 from 3,374
Change+3,534 (+105%)
Value$1.5M (+$570.5K)
Filed 2026-11-05
United Community Bank
INCREASED
Shares6,908 from 6,699
Change+209 (+3%)
Value$1.5M (-$364.6K)
Filed 2026-10-28
TKG Advisors, LLC
NEW
Shares6,859
Change+6,859
Value$1.5M
Filed 2026-11-02
Uhlmann Price Securities, LLC
DECREASED
Shares6,855 from 10,115
Change-3,260 (-32%)
Value$1.5M (-$1.3M)
Filed 2026-11-03
FSM Wealth Advisors, LLC
DECREASED
Shares6,846 from 6,949
Change-103 (-1%)
Value$1.6M (-$402.8K)
Filed 2026-10-27
Cornerstone Wealth Group, LLC
DECREASED
Shares6,820 from 31,044
Change-24,224 (-78%)
Value$1.5M (-$7.2M)
Filed 2026-11-02
Fortress Financial Group, LLC
INCREASED
Shares6,812 from 6,794
Change+18 (+0%)
Value$1.5M (-$412.4K)
Filed 2026-10-21
Telos Capital Management, Inc.
INCREASED
Shares6,795 from 6,765
Change+30 (+0%)
Value$1.5M (-$408.0K)
Filed 2026-11-02
Alta Advisers Ltd
INCREASED
Shares6,779 from 3,595
Change+3,184 (+89%)
Value$1.5M (+$480.0K)
Filed 2026-11-02
Range Financial Group LLC
DECREASED
Shares6,768 from 7,055
Change-287 (-4%)
Value$1.5M (-$495.4K)
Filed 2026-10-21
Premier Path Wealth Partners, LLC
DECREASED
Shares6,734 from 7,072
Change-338 (-5%)
Value$1.5M (-$507.7K)
Filed 2026-10-16
Cascade Investment Group, Inc.
DECREASED
Shares6,732 from 7,466
Change-734 (-10%)
Value$1.5M (-$619.1K)
Filed 2026-10-13
Atlas Brown,Inc.
INCREASED
Shares6,707 from 6,662
Change+45 (+1%)
Value$1.5M (-$398.3K)
Filed 2026-10-09
Payden & Rygel
DECREASED
Shares6,700 from 75,500
Change-68,800 (-91%)
Value$1.5M (-$19.8M)
Filed 2026-10-28
XXI Wealth, LLC
INCREASED
Shares6,699 from 6,461
Change+238 (+4%)
Value$1.5M (-$343.6K)
Filed 2026-10-22
Howard Capital Management, LLC
DECREASED
Shares6,681 from 6,753
Change-72 (-1%)
Value$1.5M (-$429.7K)
Filed 2026-10-16
TCI Wealth Advisors, Inc.
DECREASED
Shares6,672 from 7,425
Change-753 (-10%)
Value$1.5M (-$620.6K)
Filed 2026-10-30
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares6,662 from 6,662
Change0 (0%)
Value$1.5M (-$408.2K)
Filed 2026-10-19
Strategic Advisors LLC
DECREASED
Shares6,647 from 7,587
Change-940 (-12%)
Value$1.5M (-$671.8K)
Filed 2026-10-13
Plancorp, LLC
INCREASED
Shares6,646 from 5,102
Change+1,544 (+30%)
Value$1.7M (+$232.7K)
Filed 2026-11-03
Beaumont Financial Advisors, LLC
DECREASED
Shares6,614 from 6,968
Change-354 (-5%)
Value$1.5M (-$504.9K)
Filed 2026-10-22
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares6,602 from 6,710
Change-108 (-2%)
Value$1.5M (-$435.0K)
Filed 2026-10-28
bLong Financial, LLC
INCREASED
Shares6,597 from 6,472
Change+125 (+2%)
Value$1.5M (-$369.1K)
Filed 2026-10-29
Byrne Asset Management LLC
DECREASED
Shares6,594 from 6,981
Change-387 (-6%)
Value$1.5M (-$475.4K)
Filed 2026-10-06
Navigate Wealth Management, LLC
NEW
Shares6,581
Change+6,581
Value$1.5M
Filed 2026-10-14
Midland Wealth Advisors, LLC
DECREASED
Shares6,567 from 7,091
Change-524 (-7%)
Value$1.4M (-$549.8K)
Filed 2026-10-26
Heritage Wealth Management, Inc.
INCREASED
Shares6,561 from 6,460
Change+101 (+2%)
Value$1.4M (-$373.5K)
Filed 2026-10-28
Means Investment Co., Inc.
DECREASED
Shares6,556 from 7,584
Change-1,028 (-14%)
Value$1.4M (-$691.1K)
Filed 2026-11-03
Lake Street Private Wealth, LLC
DECREASED
Shares6,544 from 6,845
Change-301 (-4%)
Value$1.4M (-$485.9K)
Filed 2026-10-22
PDS Planning, Inc
DECREASED
Shares6,542 from 6,911
Change-369 (-5%)
Value$1.4M (-$504.7K)
Filed 2026-11-03
Brady Martz Wealth Solutions, LLC
DECREASED
Shares6,537 from 6,926
Change-389 (-6%)
Value$1.4M (-$510.0K)
Filed 2026-11-05
Mainstream Capital Management LLC
DECREASED
Shares6,528 from 6,637
Change-109 (-2%)
Value$1.4M (-$430.7K)
Filed 2026-10-23
S.E.E.D. Planning Group LLC
DECREASED
Shares6,515 from 6,717
Change-202 (-3%)
Value$1.4M (-$456.1K)
Filed 2026-10-07
Arjuna Capital
DECREASED
Shares6,513 from 6,604
Change-91 (-1%)
Value$1.4M (-$424.7K)
Filed 2026-11-03
Whalen Wealth Management Inc.
INCREASED
Shares6,498 from 6,459
Change+39 (+1%)
Value$1.4M (-$387.2K)
Filed 2026-10-08
Acorn Wealth Advisors, LLC
INCREASED
Shares6,491 from 6,295
Change+196 (+3%)
Value$1.4M (-$342.8K)
Filed 2026-10-19
Archford Capital Strategies, LLC
DECREASED
Shares6,469 from 6,723
Change-254 (-4%)
Value$1.4M (-$467.8K)
Filed 2026-10-19
Lawood & Co
DECREASED
Shares6,449 from 6,696
Change-247 (-4%)
Value$1.4M (-$464.7K)
Filed 2026-10-09
Laurel Wealth Advisors LLC
DECREASED
Shares6,436 from 6,610
Change-174 (-3%)
Value$1.4M (-$443.3K)
Filed 2026-10-27
Fairvoy Private Wealth, LLC
DECREASED
Shares6,429 from 17,488
Change-11,059 (-63%)
Value$1.4M (-$3.5M)
Filed 2026-10-19
American National Bank & Trust
DECREASED
Shares6,425 from 11,127
Change-4,702 (-42%)
Value$1.4M (-$1.7M)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
DECREASED
Shares6,403 from 6,578
Change-175 (-3%)
Value$1.4M (-$441.5K)
Filed 2026-11-04
Old Mission Investment Co LLC
DECREASED
Shares6,396 from 6,456
Change-60 (-1%)
Value$1.4M (-$408.8K)
Filed 2026-10-22
Salem Investment Counselors Inc
DECREASED
Shares6,354 from 6,404
Change-50 (-1%)
Value$1.4M (-$403.4K)
Filed 2026-10-13
Sierra Summit Advisors LLC
DECREASED
Shares6,348 from 10,780
Change-4,432 (-41%)
Value$1.4M (-$1.6M)
Filed 2026-10-28
Mechanics Financial Corp
INCREASED
Shares6,344 from 6,195
Change+149 (+2%)
Value$1.4M (-$346.9K)
Filed 2026-11-05
Essex Bank
INCREASED
Shares6,328 from 6,323
Change+5 (+0%)
Value$1.4M (-$386.3K)
Filed 2026-10-16
Investment Partners, Ltd.
INCREASED
Shares6,313 from 3,408
Change+2,905 (+85%)
Value$1.4M (+$430.0K)
Filed 2026-10-29
Everett Harris & Co
UNCHANGED
Shares6,285 from 6,285
Change0 (0%)
Value$1.4M (-$385.1K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
DECREASED
Shares6,281 from 6,855
Change-574 (-8%)
Value$1.4M (-$546.4K)
Filed 2026-10-13
WealthPLAN Partners, LLC
DECREASED
Shares6,258 from 6,729
Change-471 (-7%)
Value$1.4M (-$516.0K)
Filed 2026-10-15
Grant Private Wealth Management Inc
INCREASED
Shares6,200 from 3,385
Change+2,815 (+83%)
Value$1.4M (+$411.7K)
Filed 2026-10-19
Patten & Patten Inc
DECREASED
Shares6,179 from 6,229
Change-50 (-1%)
Value$1.4M (-$392.7K)
Filed 2026-10-26
B.A. Schrock Wealth Management, Inc.
NEW
Shares6,176
Change+6,176
Value$1.4M
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED
Shares6,172 from 6,035
Change+137 (+2%)
Value$1.4M (-$340.0K)
Filed 2026-10-13
Lebenthal Global Advisors, LLC
DECREASED
Shares6,165 from 11,864
Change-5,699 (-48%)
Value$1.4M (-$2.0M)
Filed 2026-10-28
Diversified Management Inc
INCREASED
Shares6,154 from 3,027
Change+3,127 (+103%)
Value$1.4M (+$502.2K)
Filed 2026-10-08
Parthenon LLC
INCREASED
Shares6,154 from 6,033
Change+121 (+2%)
Value$1.4M (-$343.1K)
Filed 2026-10-22
Verus Capital Partners, LLC
INCREASED
Shares6,140 from 5,055
Change+1,085 (+21%)
Value$1.4M (-$71.0K)
Filed 2026-11-03
Accel Wealth Management
INCREASED
Shares6,130 from 5,821
Change+309 (+5%)
Value$1.3M (-$288.9K)
Filed 2026-10-13
Deseret Mutual Benefit Administrators
INCREASED
Shares6,101 from 5,860
Change+241 (+4%)
Value$1.3M (-$306.1K)
Filed 2026-11-04
LVW Advisors, LLC
INCREASED
Shares6,065 from 2,416
Change+3,649 (+151%)
Value$1.3M (+$654.5K)
Filed 2026-10-19
Hartford Financial Management Inc.
UNCHANGED
Shares6,064 from 6,064
Change0 (0%)
Value$1.3M (-$371.6K)
Filed 2026-10-21
Norden Group LLC
DECREASED
Shares6,052 from 7,247
Change-1,195 (-16%)
Value$1.3M (-$706.9K)
Filed 2026-10-20
Triumph Capital Management
INCREASED
Shares6,046 from 5,444
Change+602 (+11%)
Value$1.3M (-$201.2K)
Filed 2026-10-14
Prairie Advisory, LLC
INCREASED
Shares6,040 from 869
Change+5,171 (+595%)
Value$1.3M (+$1.1M)
Filed 2026-10-19
Alpine Bank Wealth Management
INCREASED
Shares6,035 from 5,754
Change+281 (+5%)
Value$1.3M (-$290.8K)
Filed 2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares6,025 from 6,033
Change-8 (0%)
Value$1.3M (-$371.5K)
Filed 2026-10-15
Bison Wealth, LLC
INCREASED
Shares6,014 from 5,397
Change+617 (+11%)
Value$1.4M (-$251.1K)
Filed 2026-10-13
Axxion S.A.
DECREASED
Shares6,005 from 6,925
Change-920 (-13%)
Value$1.3M (-$626.7K)
Filed 2026-10-22
Wespac Advisors SoCal, LLC
DECREASED
Shares5,986 from 8,306
Change-2,320 (-28%)
Value$1.3M (-$1.0M)
Filed 2026-10-13
MBA Advisors LLC
INCREASED
Shares5,975 from 5,649
Change+326 (+6%)
Value$1.3M (-$274.5K)
Filed 2026-10-29
Allen Capital Group, LLC
INCREASED
Shares5,964 from 5,045
Change+919 (+18%)
Value$1.3M (-$107.0K)
Filed 2026-10-27
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares5,961 from 6,028
Change-67 (-1%)
Value$1.3M (-$384.1K)
Filed 2026-11-02
Redmond Asset Management, LLC
INCREASED
Shares5,920 from 5,096
Change+824 (+16%)
Value$1.3M (-$131.2K)
Filed 2026-10-27
Patten Group, Inc.
DECREASED
Shares5,920 from 6,477
Change-557 (-9%)
Value$1.3M (-$519.3K)
Filed 2026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares5,907 from 5,907
Change0 (0%)
Value$1.3M (-$362.0K)
Filed 2026-10-16
Portfolio Design Labs, LLC
DECREASED
Shares5,892 from 5,910
Change-18 (0%)
Value$1.3M (-$366.3K)
Filed 2026-11-04
Ullmann Wealth Partners Group, LLC
DECREASED
Shares5,883 from 6,322
Change-439 (-7%)
Value$1.3M (-$483.9K)
Filed 2026-11-02
Arthur M. Cohen & Associates, LLC
DECREASED
Shares5,861 from 6,508
Change-647 (-10%)
Value$1.3M (-$541.1K)
Filed 2026-10-26
Retirement Planning Group, LLC
DECREASED
Shares5,850 from 6,343
Change-493 (-8%)
Value$1.3M (-$497.3K)
Filed 2026-10-19
McAdam, LLC
DECREASED
Shares5,848 from 5,948
Change-100 (-2%)
Value$1.3M (-$386.3K)
Filed 2026-10-21
Agate Pass Investment Management, LLC
DECREASED
Shares5,843 from 6,393
Change-550 (-9%)
Value$1.3M (-$512.7K)
Filed 2026-10-20
Mirador Capital Partners LP
DECREASED
Shares5,839 from 5,973
Change-134 (-2%)
Value$1.3M (-$395.5K)
Filed 2026-10-09
ANB Bank
INCREASED
Shares5,837 from 5,515
Change+322 (+6%)
Value$1.3M (-$267.1K)
Filed 2026-10-09
Burford Brothers, Inc.
DECREASED
Shares5,833 from 5,897
Change-64 (-1%)
Value$1.3M (-$375.4K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
DECREASED
Shares5,826 from 5,991
Change-165 (-3%)
Value$1.3M (-$403.3K)
Filed 2026-10-29
Smith Thornton Advisors LLC
INCREASED
Shares5,826 from 5,810
Change+16 (+0%)
Value$1.3M (-$405.0K)
Filed 2026-10-16
Narus Financial Partners, LLC
INCREASED
Shares5,802 from 5,704
Change+98 (+2%)
Value$1.3M (-$328.0K)
Filed 2026-10-19
Legacy Financial Independent Advisors LLC
INCREASED
Shares5,796 from 5,701
Change+95 (+2%)
Value$1.3M (-$328.5K)
Filed 2026-11-02
TBH Global Asset Management, LLC
INCREASED
Shares5,773 from 5,637
Change+136 (+2%)
Value$1.3M (-$315.5K)
Filed 2026-11-03
Calamos Wealth Management LLC
DECREASED
Shares5,750 from 8,319
Change-2,569 (-31%)
Value$1.3M (-$1.1M)
Filed 2026-11-02
JBR Co Financial Management Inc
DECREASED
Shares5,736 from 5,821
Change-85 (-1%)
Value$1.6M (+$5.0K)
Filed 2026-10-13
Massachusetts Wealth Management
INCREASED
Shares5,733 from 5,248
Change+485 (+9%)
Value$1.3M (-$214.9K)
Filed 2026-10-21
Summit Global Investments
INCREASED
Shares5,713 from 3,022
Change+2,691 (+89%)
Value$1.3M (+$406.0K)
Filed 2026-10-28
Cross Staff Investments Inc
DECREASED
Shares5,705 from 5,732
Change-27 (0%)
Value$1.3M (-$357.2K)
Filed 2026-10-22
Verus Financial Partners, Inc.
INCREASED
Shares5,702 from 5,690
Change+12 (+0%)
Value$1.3M (-$346.0K)
Filed 2026-10-29
Frederick Financial Consultants, LLC
DECREASED
Shares5,690 from 5,924
Change-234 (-4%)
Value$1.3M (-$414.5K)
Filed 2026-10-29
M.E. Allison & Co., Inc.
INCREASED
Shares5,665 from 5,664
Change+1 (+0%)
Value$1.2M (-$347.1K)
Filed 2026-10-09
Curat Global, LLC
DECREASED
Shares5,662 from 9,567
Change-3,905 (-41%)
Value$1.2M (-$645.0K)
Filed 2026-10-26
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares5,644 from 5,644
Change0 (0%)
Value$1.3M (-$276.9K)
Filed 2026-10-22
Wolfstich Capital, LLC
DECREASED
Shares5,642 from 5,753
Change-111 (-2%)
Value$1.2M (-$424.4K)
Filed 2026-10-14
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares5,618 from 5,694
Change-76 (-1%)
Value$1.2M (-$466.5K)
Filed 2026-10-19
Whitener Capital Management, Inc.
DECREASED
Shares5,582 from 5,602
Change-20 (0%)
Value$1.2M (-$347.7K)
Filed 2026-10-15
Global Trust Wealth Management LLC
INCREASED
Shares5,566 from 5,550
Change+16 (+0%)
Value$1.2M (-$336.6K)
Filed 2026-10-14
Fairfield Financial Advisors, LTD
DECREASED
Shares5,544 from 6,740
Change-1,196 (-18%)
Value$1.2M (-$676.0K)
Filed 2026-10-14
Impact Capital Partners LLC
INCREASED
Shares5,540 from 1,797
Change+3,743 (+208%)
Value$1.2M (+$713.1K)
Filed 2026-10-22
Cookson Peirce & Co Inc
DECREASED
Shares5,540 from 8,540
Change-3,000 (-35%)
Value$1.2M (-$1.2M)
Filed 2026-10-30
Matrix Trust Co
INCREASED
Shares5,513 from 5,248
Change+265 (+5%)
Value$1.2K (-$264)
Filed 2026-10-07
Texas Bank & Trust Co
DECREASED
Shares5,506 from 5,800
Change-294 (-5%)
Value$1.2M (-$420.1K)
Filed 2026-11-04
San Luis Wealth Advisors LLC
DECREASED
Shares5,502 from 5,527
Change-25 (0%)
Value$1.2M (-$344.4K)
Filed 2026-10-27
SeaBridge Investment Advisors LLC
DECREASED
Shares5,493 from 5,642
Change-149 (-3%)
Value$1.2M (-$378.5K)
Filed 2026-11-02
NWF Advisory Services Inc.
INCREASED
Shares5,481 from 5,161
Change+320 (+6%)
Value$1.2M (-$245.7K)
Filed 2026-10-19
Wolverine Asset Management LLC
NEW
Shares5,459
Change+5,459
Value$1.2M
Filed 2026-11-02
Klingman & Associates, LLC
INCREASED
Shares5,452 from 4,962
Change+490 (+10%)
Value$1.2M (-$196.3K)
Filed 2026-10-20
Shikiar Asset Management Inc
DECREASED
Shares5,445 from 16,625
Change-11,180 (-67%)
Value$1.2K (-$4.7M)
Filed 2026-10-20
Stockman Wealth Management, Inc.
DECREASED
Shares5,432 from 5,462
Change-30 (-1%)
Value$1.2M (-$341.3K)
Filed 2026-10-27
Total Clarity Wealth Management, Inc.
DECREASED
Shares5,412 from 11,369
Change-5,957 (-52%)
Value$1.2M (-$2.0M)
Filed 2026-10-26
Cassia Capital Partners, LLC
INCREASED
Shares5,409 from 5,091
Change+318 (+6%)
Value$1.2M (-$242.0K)
Filed 2026-11-04
Summit Asset Management, LLC
DECREASED
Shares5,358 from 5,373
Change-15 (0%)
Value$1.2M (-$332.5K)
Filed 2026-11-05
Sapient Capital LLC
DECREASED
Shares5,352 from 5,463
Change-111 (-2%)
Value$1.2M (-$359.2K)
Filed 2026-10-08
Rakuten Securities, Inc.
INCREASED
Shares5,337 from 3,488
Change+1,849 (+53%)
Value$1.2M (+$192.9K)
Filed 2026-11-02
Aprio Wealth Management, LLC
DECREASED
Shares5,314 from 6,087
Change-773 (-13%)
Value$1.2M (-$543.1K)
Filed 2026-10-28
Brandywine OAK Private Wealth LLC
DECREASED
Shares5,314 from 5,360
Change-46 (-1%)
Value$1.2M (-$338.6K)
Filed 2026-10-23
IVC Wealth Advisors LLC
DECREASED
Shares5,309 from 6,003
Change-694 (-12%)
Value$1.2M (-$520.5K)
Filed 2026-10-23
One Way Holdings LLC
UNCHANGED
Shares5,289 from 5,289
Change0 (0%)
Value$1.2M (-$324.1K)
Filed 2026-10-29
WoodTrust Financial Corp
DECREASED
Shares5,288 from 5,488
Change-200 (-4%)
Value$1.2K (-$1.5M)
Filed 2026-10-09
Stablepoint Partners, LLC
INCREASED
Shares5,284 from 5,231
Change+53 (+1%)
Value$1.2M (-$308.9K)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares5,272 from 5,296
Change-24 (0%)
Value$1.2M (-$330.0K)
Filed 2026-10-20
Creekside Partners
INCREASED
Shares5,269 from 3,414
Change+1,855 (+54%)
Value$1.2M (+$198.8K)
Filed 2026-11-04
Grandview Asset Management LLC
DECREASED
Shares5,257 from 5,710
Change-453 (-8%)
Value$1.2M (-$449.5K)
Filed 2026-10-19
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares5,255 from 5,345
Change-90 (-2%)
Value$1.2M (-$347.3K)
Filed 2026-10-16
Commerce Advisors, LLC
DECREASED
Shares5,247 from 5,446
Change-199 (-4%)
Value$1.2M (-$377.5K)
Filed 2026-10-19
Nordwand Advisors, LLC
INCREASED
Shares5,231 from 5,220
Change+11 (+0%)
Value$1.2M (-$317.5K)
Filed 2026-11-05
LexAurum Advisors, LLC
INCREASED
Shares5,202 from 4,120
Change+1,082 (+26%)
Value$1.1M (-$14.5K)
Filed 2026-10-19
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$1.1M (-$318.7K)
Filed 2026-10-28
Cypress Wealth Services, LLC
DECREASED
Shares5,186 from 5,410
Change-224 (-4%)
Value$1.1M (-$373.8K)
Filed 2026-10-21
Wealth Quarterback LLC
DECREASED
Shares5,179 from 5,246
Change-67 (-1%)
Value$1.1M (-$336.1K)
Filed 2026-10-20
Hoxton Planning & Management, LLC
INCREASED
Shares5,164 from 5,157
Change+7 (+0%)
Value$1.1M (-$314.5K)
Filed 2026-10-15
Dutch Asset Corp
INCREASED
Shares5,156 from 4,956
Change+200 (+4%)
Value$1.1M (-$259.7K)
Filed 2026-10-20
Waldron Private Wealth LLC
DECREASED
Shares5,149 from 5,160
Change-11 (0%)
Value$1.1M (-$318.6K)
Filed 2026-11-02
Founders Financial Securities LLC
DECREASED
Shares5,145 from 5,301
Change-156 (-3%)
Value$1.1M (-$359.2K)
Filed 2026-10-28
Intrua Financial, LLC
DECREASED
Shares5,141 from 5,342
Change-201 (-4%)
Value$1.1M (-$371.3K)
Filed 2026-10-28
Post Resch Tallon Group Inc.
INCREASED
Shares5,140 from 5,125
Change+15 (+0%)
Value$1.1M (-$310.8K)
Filed 2026-10-09
Benin Management Corp
DECREASED
Shares5,138 from 5,443
Change-305 (-6%)
Value$1.1M (-$400.6K)
Filed 2026-10-22
Fire Capital Management LLC
INCREASED
Shares5,135 from 4,036
Change+1,099 (+27%)
Value$1.1M (-$5.6K)
Filed 2026-10-27
Syntegra Private Wealth Group, LLC
INCREASED
Shares5,120 from 5,008
Change+112 (+2%)
Value$1.1M (-$282.1K)
Filed 2026-10-13
St. Louis Trust Co
UNCHANGED
Shares5,112 from 5,112
Change0 (0%)
Value$1.1M (+$917.2K)
Filed 2026-11-03
Willow Creek Capital Management, Inc.
UNCHANGED
Shares5,111 from 5,111
Change0 (0%)
Value$1.4M ($0)
Filed 2026-10-16
Howard Financial Services, Ltd.
INCREASED
Shares5,110 from 5,054
Change+56 (+1%)
Value$1.1M (-$297.2K)
Filed 2026-10-15
BridgePort Financial Solutions, LLC
INCREASED
Shares5,094 from 5,064
Change+30 (+1%)
Value$1.1M (-$303.7K)
Filed 2026-11-02
Gryphon Financial Partners LLC
INCREASED
Shares5,083 from 5,060
Change+23 (+0%)
Value$1.1M (-$305.1K)
Filed 2026-11-04
Ridgewood Investments LLC
INCREASED
Shares5,082 from 2,754
Change+2,328 (+85%)
Value$1.1M (+$343.2K)
Filed 2026-10-05
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares5,077 from 5,648
Change-571 (-10%)
Value$1.1M (-$471.7K)
Filed 2026-10-08
Proathlete Wealth Management LLC
INCREASED
Shares5,070 from 4,728
Change+342 (+7%)
Value$1.1M (-$214.5K)
Filed 2026-10-15
Core Wealth Partners LLC
DECREASED
Shares5,049 from 5,074
Change-25 (0%)
Value$1.1M (-$316.3K)
Filed 2026-11-02
Planning Strategies Inc.
DECREASED
Shares5,042 from 5,046
Change-4 (0%)
Value$1.1M (-$310.1K)
Filed 2026-10-02
Putney Financial Group LLC
DECREASED
Shares5,032 from 5,055
Change-23 (0%)
Value$1.1M (-$315.1K)
Filed 2026-10-30
Manchester Capital Management LLC
DECREASED
Shares5,029 from 5,174
Change-145 (-3%)
Value$1.1M (-$349.0K)
Filed 2026-10-22
Olistico Wealth, LLC
INCREASED
Shares5,022 from 4,580
Change+442 (+10%)
Value$1.1M (-$183.5K)
Filed 2026-10-05
Twelve Points Wealth Management LLC
INCREASED
Shares5,021 from 4,833
Change+188 (+4%)
Value$1.3M (-$64.6K)
Filed 2026-11-03
First County Bank
INCREASED
Shares5,015 from 4,983
Change+32 (+1%)
Value$1.1M (-$298.3K)
Filed 2026-10-13
Lynx Capital Group LTD
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.1M (-$306.4K)
Filed 2026-11-04
LifeGuide Financial Advisors, LLC
INCREASED
Shares4,994 from 4,956
Change+38 (+1%)
Value$1.1M (-$295.5K)
Filed 2026-10-20
James Investment Research, Inc.
DECREASED
Shares4,992 from 9,339
Change-4,347 (-47%)
Value$1.1M (-$1.5M)
Filed 2026-10-22
Persium Advisors, LLC
INCREASED
Shares4,990 from 4,418
Change+572 (+13%)
Value$1.1M (-$144.9K)
Filed 2026-10-07
YHB Investment Advisors, Inc.
INCREASED
Shares4,989 from 4,782
Change+207 (+4%)
Value$1.1M (-$247.5K)
Filed 2026-10-08
Allied Investment Advisors, LLC
DECREASED
Shares4,957 from 5,007
Change-50 (-1%)
Value$1.1M (-$317.8K)
Filed 2026-10-13
MCF Advisors LLC
INCREASED
Shares4,948 from 4,879
Change+69 (+1%)
Value$1.1M (-$284.0K)
Filed 2026-10-28
Wealth Architects, LLC
INCREASED
Shares4,913 from 4,686
Change+227 (+5%)
Value$1.1M (-$237.1K)
Filed 2026-11-03
Ignite Planners, LLC
INCREASED
Shares4,905 from 4,884
Change+21 (+0%)
Value$1.1M (-$291.3K)
Filed 2026-10-14
BayBridge Capital Group, LLC
DECREASED
Shares4,898 from 6,686
Change-1,788 (-27%)
Value$1.1M (-$802.9K)
Filed 2026-10-13
Genesee Capital Advisors, LLC
DECREASED
Shares4,877 from 4,891
Change-14 (0%)
Value$1.1M (-$302.6K)
Filed 2026-10-20
Zullo Investment Group, Inc.
INCREASED
Shares4,866 from 4,538
Change+328 (+7%)
Value$1.1M (-$206.1K)
Filed 2026-10-20
MSH Capital Advisors LLC
INCREASED
Shares4,843 from 2,631
Change+2,212 (+84%)
Value$1.1M (+$339.3K)
Filed 2026-11-03
Triangle Securities Wealth Management
INCREASED
Shares4,821 from 3,267
Change+1,554 (+48%)
Value$1.2M (+$341.7K)
Filed 2026-10-14
Albion Financial Group
DECREASED
Shares4,808 from 5,808
Change-1,000 (-17%)
Value$1.1M (-$575.8K)
Filed 2026-10-21
Forum Financial Management, LP
INCREASED
Shares4,801 from 4,782
Change+19 (+0%)
Value$1.1M (-$289.1K)
Filed 2026-10-16
BXM Wealth LLC
UNCHANGED
Shares4,788 from 4,788
Change0 (0%)
Value$1.1M (-$293.4K)
Filed 2026-11-03
Drum Hill Capital, LLC
INCREASED
Shares4,781 from 4,334
Change+447 (+10%)
Value$1.1M (-$167.3K)
Filed 2026-10-20
Leisure Capital Management
DECREASED
Shares4,766 from 4,791
Change-25 (-1%)
Value$1.0M (-$299.1K)
Filed 2026-11-03
Mount Vernon Associates Inc
DECREASED
Shares4,745 from 5,145
Change-400 (-8%)
Value$1.0M (-$403.0K)
Filed 2026-10-26
Creative Financial Designs Inc
DECREASED
Shares4,733 from 6,459
Change-1,726 (-27%)
Value$1.0M (-$775.7K)
Filed 2026-11-04
Schear Investment Advisers, LLC
NEW
Shares4,728
Change+4,728
Value$1.0M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares4,728 from 4,258
Change+470 (+11%)
Value$1.0M (-$157.5K)
Filed 2026-10-14
Kathmere Capital Management, LLC
INCREASED
Shares4,708 from 4,643
Change+65 (+1%)
Value$1.0M (-$270.2K)
Filed 2026-10-20
Gibbs Wealth Management
DECREASED
Shares4,695 from 4,745
Change-50 (-1%)
Value$1.0M (-$301.8K)
Filed 2026-10-22
CRA Financial Services, LLC
INCREASED
Shares4,693 from 4,688
Change+5 (+0%)
Value$1.0M (-$286.2K)
Filed 2026-10-16
Matauro, LLC
DECREASED
Shares4,688 from 4,787
Change-99 (-2%)
Value$1.0M (-$315.1K)
Filed 2026-11-03
Cowa, LLC
UNCHANGED
Shares4,676 from 4,676
Change0 (0%)
Value$1.0M (-$286.3K)
Filed 2026-10-30
CMG Global Holdings, LLC
INCREASED
Shares4,662 from 881
Change+3,781 (+429%)
Value$1.0M (+$777.6K)
Filed 2026-10-14
Armstrong Advisory Group, Inc
INCREASED
Shares4,658 from 3,085
Change+1,573 (+51%)
Value$1.0M (+$156.8K)
Filed 2026-10-09
Paragon Capital Management Ltd
DECREASED
Shares4,655 from 4,712
Change-57 (-1%)
Value$1.0M (-$301.4K)
Filed 2026-10-09
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares4,638 from 4,341
Change+297 (+7%)
Value$1.0M (-$200.6K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares4,632 from 4,788
Change-156 (-3%)
Value$1.0M (-$323.0K)
Filed 2026-10-14
Etesian Wealth Advisors, Inc.
DECREASED
Shares4,628 from 4,711
Change-83 (-2%)
Value$1.0M (-$306.9K)
Filed 2026-10-27
Nicholas Wealth, Llc.
INCREASED
Shares4,625 from 4,261
Change+364 (+9%)
Value$1.0M (-$181.2K)
Filed 2026-10-26
Powell Investment Advisors, LLC
INCREASED
Shares4,590 from 4,588
Change+2 (+0%)
Value$1.0M (-$280.7K)
Filed 2026-10-22
Ti-Trust, Inc
INCREASED
Shares4,588 from 4,580
Change+8 (+0%)
Value$1.0M (-$278.9K)
Filed 2026-10-21
Interchange Capital Partners, LLC
DECREASED
Shares4,580 from 4,730
Change-150 (-3%)
Value$1.0M (-$322.8K)
Filed 2026-10-28
TrueWealth Advisors, LLC
INCREASED
Shares4,547 from 4,372
Change+175 (+4%)
Value$1,000.0K (-$229.5K)
Filed 2026-10-09
Forteris Wealth Management Inc.
UNCHANGED
Shares4,539 from 4,539
Change0 (0%)
Value$998.3K (-$278.2K)
Filed 2026-10-13
L. Roy Papp & Associates, LLP
INCREASED
Shares4,521 from 4,518
Change+3 (+0%)
Value$994.3K (-$276.2K)
Filed 2026-10-21
Curated Wealth Partners LLC
INCREASED
Shares4,502 from 1,500
Change+3,002 (+200%)
Value$990.1K (+$568.3K)
Filed 2026-10-15
Cape Investment Advisory, Inc.
INCREASED
Shares4,495 from 2,619
Change+1,876 (+72%)
Value$988.5K (+$251.9K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares4,492 from 4,492
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-26
Vicus Capital
INCREASED
Shares4,471 from 4,467
Change+4 (+0%)
Value$983.3K (-$272.8K)
Filed 2026-11-05
Fortitude Advisory Group L.L.C.
INCREASED
Shares4,454 from 4,371
Change+83 (+2%)
Value$979.5K (-$249.8K)
Filed 2026-10-15
City State Bank
DECREASED
Shares4,454 from 4,488
Change-34 (-1%)
Value$979.6K (-$282.5K)
Filed 2026-10-20
Gilman Hill Asset Management, LLC
DECREASED
Shares4,445 from 4,859
Change-414 (-9%)
Value$977.6K (-$388.9K)
Filed 2026-10-13
Weatherly Asset Management L. P.
UNCHANGED
Shares4,444 from 4,444
Change0 (0%)
Value$977.4K (-$272.3K)
Filed 2026-10-20
Thoma Capital Management LLC
INCREASED
Shares4,439 from 4,343
Change+96 (+2%)
Value$976.3K (-$245.1K)
Filed 2026-10-19
Promethium Advisors,llc
UNCHANGED
Shares4,405 from 4,405
Change0 (0%)
Value$968.8K (-$269.9K)
Filed 2026-10-19
Lyell Wealth Management, LP
UNCHANGED
Shares4,404 from 4,404
Change0 (0%)
Value$968.6K (-$269.9K)
Filed 2026-10-30
Clark Wealth Partners
DECREASED
Shares4,385 from 4,399
Change-14 (0%)
Value$964.3K (-$272.7K)
Filed 2026-10-19
Keudell ison Wealth Management
DECREASED
Shares4,372 from 5,088
Change-716 (-14%)
Value$961.5K (-$469.4K)
Filed 2026-10-16
First Hawaiian Bank
INCREASED
Shares4,368 from 4,352
Change+16 (+0%)
Value$960.7K (-$263.2K)
Filed 2026-10-14
Bank of Stockton
DECREASED
Shares4,366 from 4,433
Change-67 (-2%)
Value$960.2K (-$286.4K)
Filed 2026-10-20
J.Safra Asset Management Corp
INCREASED
Shares4,357 from 2,558
Change+1,799 (+70%)
Value$958.2K (+$238.9K)
Filed 2026-11-03
Integrity Wealth Advisors, Inc.
NEW
Shares4,342
Change+4,342
Value$954.9K
Filed 2026-10-29
Winthrop Advisory Group LLC
DECREASED
Shares4,341 from 4,626
Change-285 (-6%)
Value$954.8K (-$346.1K)
Filed 2026-10-22
Enterprise Financial Services Corp
DECREASED
Shares4,341 from 4,495
Change-154 (-3%)
Value$954.9K (-$309.4K)
Filed 2026-11-03
William B. Walkup & Associates, Inc.
DECREASED
Shares4,339 from 4,373
Change-34 (-1%)
Value$954.3K (-$275.5K)
Filed 2026-11-05
Granite Investment Partners, LLC
DECREASED
Shares4,333 from 6,848
Change-2,515 (-37%)
Value$953.0K (-$972.8K)
Filed 2026-11-04
Guilbault Capital LLC
DECREASED
Shares4,317 from 4,567
Change-250 (-5%)
Value$949.4K (-$334.8K)
Filed 2026-10-28
Equitable Trust Co
DECREASED
Shares4,309 from 4,664
Change-355 (-8%)
Value$947.7K (-$363.9K)
Filed 2026-10-13
Reflection Asset Management
DECREASED
Shares4,283 from 4,523
Change-240 (-5%)
Value$942.0K (-$330.0K)
Filed 2026-10-28
Curbstone Financial Management Corp
INCREASED
Shares4,278 from 4,128
Change+150 (+4%)
Value$940.9K (-$220.0K)
Filed 2026-10-21
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares4,270 from 4,251
Change+19 (+0%)
Value$939.0K (-$256.5K)
Filed 2026-10-29
Stonebridge Financial Group, LLC
INCREASED
Shares4,264 from 4,084
Change+180 (+4%)
Value$937.8K (-$210.7K)
Filed 2026-10-01
TFC Financial Management, Inc.
DECREASED
Shares4,260 from 10,159
Change-5,899 (-58%)
Value$936.9K (-$1.9M)
Filed 2026-10-26
BIP Wealth, LLC
INCREASED
Shares4,259 from 4,035
Change+224 (+6%)
Value$936.7K (-$198.1K)
Filed 2026-10-22
Bath Savings Trust Co
DECREASED
Shares4,254 from 4,668
Change-414 (-9%)
Value$935.5K (-$377.1K)
Filed 2026-10-07
William John Sempolinski
DECREASED
Shares4,250 from 4,850
Change-600 (-12%)
Value$934.7K (-$429.2K)
Filed 2026-10-20
Archvest Wealth Advisors, Inc.
INCREASED
Shares4,249 from 3,988
Change+261 (+7%)
Value$934.6K (-$186.8K)
Filed 2026-10-29
Cranbrook Wealth Management, LLC
INCREASED
Shares4,245 from 4,238
Change+7 (+0%)
Value$933.5K (-$258.3K)
Filed 2026-10-28
Accredited Investors Inc.
INCREASED
Shares4,244 from 2,683
Change+1,561 (+58%)
Value$933.4K (+$178.9K)
Filed 2026-11-03
China Universal Asset Management Co., Ltd.
INCREASED
Shares4,232 from 3,666
Change+566 (+15%)
Value$931.0K (-$99.9K)
Filed 2026-10-28
Johnson & White Wealth Management, LLC
INCREASED
Shares4,216 from 3,785
Change+431 (+11%)
Value$927.3K (-$137.2K)
Filed 2026-11-03
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares4,213 from 4,302
Change-89 (-2%)
Value$1.0M (+$134.0K)
Filed 2026-10-21
Braun Stacey Associates Inc
DECREASED
Shares4,200 from 5,630
Change-1,430 (-25%)
Value$923.7K (-$659.5K)
Filed 2026-10-19
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares4,193 from 5,698
Change-1,505 (-26%)
Value$922.2K (-$679.6K)
Filed 2026-10-15
Angeles Wealth Management, LLC
DECREASED
Shares4,183 from 5,878
Change-1,695 (-29%)
Value$920.0K (-$733.0K)
Filed 2026-10-26
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares4,177 from 77,888
Change-73,711 (-95%)
Value$918.6K (-$21.0M)
Filed 2026-10-20
Arrow Financial Corp
INCREASED
Shares4,172 from 4,164
Change+8 (+0%)
Value$917.5K (-$253.4K)
Filed 2026-10-26
Avail Investment Partners, LLC
INCREASED
Shares4,165 from 4,111
Change+54 (+1%)
Value$916.0K (-$240.0K)
Filed 2026-10-16
Root Financial Partners, LLC
INCREASED
Shares4,159 from 2,501
Change+1,658 (+66%)
Value$914.8K (+$211.4K)
Filed 2026-10-21
Independence Bank of Kentucky
INCREASED
Shares4,146 from 4,050
Change+96 (+2%)
Value$911.8K (-$227.1K)
Filed 2026-10-26
Legacy Private Trust Co.
UNCHANGED
Shares4,145 from 4,145
Change0 (0%)
Value$911.6K (-$254.0K)
Filed 2026-10-06
71 West Capital Partners
DECREASED
Shares4,133 from 4,902
Change-769 (-16%)
Value$909.0K (-$469.5K)
Filed 2026-11-04
Marietta Wealth Management, LLC
INCREASED
Shares4,116 from 3,579
Change+537 (+15%)
Value$938.0K (-$68.5K)
Filed 2026-10-22
Joseph P. Lucia & Associates, LLC
DECREASED
Shares4,110 from 4,214
Change-104 (-2%)
Value$903.9K (-$281.2K)
Filed 2026-10-30
Triad Wealth Partners, LLC
DECREASED
Shares4,109 from 4,666
Change-557 (-12%)
Value$903.7K (-$152.3K)
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares4,090 from 3,462
Change+628 (+18%)
Value$899.6K (-$74.1K)
Filed 2026-10-29
Palacios Wealth Management, LLC
INCREASED
Shares4,078 from 4,004
Change+74 (+2%)
Value$896.9K (-$229.1K)
Filed 2026-11-04
Signature Wealth Management Partners, LLC
INCREASED
Shares4,059 from 4,057
Change+2 (+0%)
Value$892.8K (-$248.1K)
Filed 2026-10-21
Roman Butler Fullerton & Co
DECREASED
Shares4,057 from 4,343
Change-286 (-7%)
Value$959.3K (-$301.2K)
Filed 2026-10-27
Oakworth Capital, Inc.
INCREASED
Shares4,048 from 3,848
Change+200 (+5%)
Value$890.3K (-$194.9K)
Filed 2026-10-26
Opal Wealth Advisors, LLC
DECREASED
Shares4,044 from 4,071
Change-27 (-1%)
Value$889.5K (-$255.3K)
Filed 2026-10-16
Oak Asset Management, LLC
INCREASED
Shares4,043 from 4,041
Change+2 (+0%)
Value$889.1K (-$247.1K)
Filed 2026-10-13
Aviance Capital Partners, LLC
DECREASED
Shares4,040 from 4,495
Change-455 (-10%)
Value$888.5K (-$375.5K)
Filed 2026-10-29
First Bancorp, Inc
DECREASED
Shares4,038 from 4,473
Change-435 (-10%)
Value$888.1K (-$369.8K)
Filed 2026-10-26
Focused Alpha, LLC
DECREASED
Shares4,017 from 4,090
Change-73 (-2%)
Value$883.5K (-$266.7K)
Filed 2026-10-20
Wincap Financial LLC
DECREASED
Shares4,014 from 4,099
Change-85 (-2%)
Value$882.9K (-$269.9K)
Filed 2026-10-20
Jmac Enterprises LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$879.7K (-$245.1K)
Filed 2026-10-30
Berman McAleer LLC
DECREASED
Shares3,985 from 4,030
Change-45 (-1%)
Value$876.4K (-$256.8K)
Filed 2026-10-16
Gilliland Jeter Wealth Management LLC
INCREASED
Shares3,984 from 3,980
Change+4 (+0%)
Value$876.2K (-$243.0K)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
INCREASED
Shares3,972 from 3,783
Change+189 (+5%)
Value$873.6K (-$190.2K)
Filed 2026-10-19
Breakwater Capital Group
DECREASED
Shares3,966 from 4,269
Change-303 (-7%)
Value$872.2K (-$328.2K)
Filed 2026-10-09
Monte Financial Group, LLC
UNCHANGED
Shares3,966 from 3,966
Change0 (0%)
Value$872.2K (-$14.8K)
Filed 2026-11-02
Atwood & Palmer Inc
DECREASED
Shares3,965 from 4,200
Change-235 (-6%)
Value$872.0K (-$309.1K)
Filed 2026-10-08
Firestone Capital Management
INCREASED
Shares3,954 from 3,944
Change+10 (+0%)
Value$869.7K (-$239.5K)
Filed 2026-11-03
Retirement Planning Co of New England, Inc.
DECREASED
Shares3,943 from 3,975
Change-32 (-1%)
Value$867.1K (-$250.6K)
Filed 2026-10-15
Montis Financial, LLC
INCREASED
Shares3,942 from 3,869
Change+73 (+2%)
Value$866.9K (-$221.0K)
Filed 2026-11-04
JB Capital LLC
DECREASED
Shares3,916 from 3,984
Change-68 (-2%)
Value$861.3K (-$258.9K)
Filed 2026-10-19
OFS Enterprise LLC
INCREASED
Shares3,916 from 3,915
Change+1 (+0%)
Value$861.2K (-$239.7K)
Filed 2026-10-16
Griffith & Werner, Inc.
DECREASED
Shares3,876 from 3,903
Change-27 (-1%)
Value$852.4K (-$245.6K)
Filed 2026-11-04
Autumn Glory Partners, LLC
DECREASED
Shares3,871 from 3,874
Change-3 (0%)
Value$851.3K (-$238.1K)
Filed 2026-10-26
Tannin Capital LLC
INCREASED
Shares3,849 from 3,443
Change+406 (+12%)
Value$846.5K (-$121.7K)
Filed 2026-11-05
CWC Advisors, Llc.
INCREASED
Shares3,845 from 3,498
Change+347 (+10%)
Value$845.6K (-$138.0K)
Filed 2026-10-15
IMZ Advisory Inc
INCREASED
Shares3,838 from 3,837
Change+1 (+0%)
Value$844.0K (-$235.1K)
Filed 2026-11-03
Planned Solutions, Inc.
INCREASED
Shares3,828 from 3,810
Change+18 (+0%)
Value$841.8K (-$229.6K)
Filed 2026-10-19
Virtue Capital Management, LLC
INCREASED
Shares3,815 from 3,311
Change+504 (+15%)
Value$839.0K (-$92.0K)
Filed 2026-10-29
Uptick Partners, LLC
INCREASED
Shares3,781 from 3,724
Change+57 (+2%)
Value$831.6K (-$215.5K)
Filed 2026-11-04
Legacy Wealth Asset Management, LLC
DECREASED
Shares3,776 from 3,799
Change-23 (-1%)
Value$830.5K (-$237.9K)
Filed 2026-10-09
Kendall Capital Management
DECREASED
Shares3,770 from 3,780
Change-10 (0%)
Value$829.1K (-$233.8K)
Filed 2026-10-23
Financial Management Network Inc
DECREASED
Shares3,764 from 4,122
Change-358 (-9%)
Value$837.9K (-$38.8K)
Filed 2026-10-09
Traphagen Investment Advisors LLC
INCREASED
Shares3,752 from 3,609
Change+143 (+4%)
Value$825.2K (-$189.5K)
Filed 2026-10-14
Retirement Investment Advisors, Inc.
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$824.7K (-$263.6K)
Filed 2026-10-22
KFG Wealth Management, LLC
DECREASED
Shares3,747 from 3,946
Change-199 (-5%)
Value$824.2K (-$285.4K)
Filed 2026-10-16
High Net Worth Advisory Group LLC
UNCHANGED
Shares3,734 from 3,734
Change0 (0%)
Value$821.2K (-$228.8K)
Filed 2026-10-26
Kennedy Investment Group, Inc.
DECREASED
Shares3,728 from 3,742
Change-14 (0%)
Value$819.9K (-$232.5K)
Filed 2026-10-21
SYM Financial Corp
INCREASED
Shares3,721 from 3,102
Change+619 (+20%)
Value$818.4K (-$53.9K)
Filed 2026-10-26
Greenfield Savings Bank
DECREASED
Shares3,720 from 3,727
Change-7 (0%)
Value$818.1K (-$229.9K)
Filed 2026-10-07
Hedges Asset Management LLC
DECREASED
Shares3,700 from 4,300
Change-600 (-14%)
Value$813.7K (-$395.5K)
Filed 2026-10-29
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares3,696 from 3,696
Change0 (0%)
Value$812.9K (-$226.5K)
Filed 2026-10-29
EPG Wealth Management LLC
DECREASED
Shares3,691 from 6,943
Change-3,252 (-47%)
Value$811.8K (-$1.1M)
Filed 2026-11-03
Woodard & Co Asset Management Group Inc
DECREASED
Shares3,689 from 3,784
Change-95 (-3%)
Value$811.3K (-$252.8K)
Filed 2026-11-03
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares3,689 from 3,678
Change+11 (+0%)
Value$811.4K (-$223.0K)
Filed 2026-10-30
New Hampshire Trust
INCREASED
Shares3,686 from 3,681
Change+5 (+0%)
Value$810.7K (-$224.5K)
Filed 2026-10-20
MBM Wealth Consultants, LLC
INCREASED
Shares3,680 from 2,992
Change+688 (+23%)
Value$809.4K (-$32.1K)
Filed 2026-10-20
TrustBank
DECREASED
Shares3,680 from 3,729
Change-49 (-1%)
Value$809.3K (-$239.3K)
Filed 2026-10-20
BlueSky Wealth Advisors, LLC
INCREASED
Shares3,676 from 3,286
Change+390 (+12%)
Value$808.5K (-$115.6K)
Filed 2026-10-29
Ashton Thomas Securities, LLC
INCREASED
Shares3,676 from 3,528
Change+148 (+4%)
Value$808.5K (-$171.0K)
Filed 2026-10-26
Main Street Group, LTD
DECREASED
Shares3,674 from 3,876
Change-202 (-5%)
Value$808.0K (-$281.9K)
Filed 2026-10-28
Rinkey Investments
DECREASED
Shares3,668 from 3,703
Change-35 (-1%)
Value$806.7K (-$234.6K)
Filed 2026-10-28
Barrett & Company, Inc.
INCREASED
Shares3,667 from 3,613
Change+54 (+1%)
Value$806.5K (-$209.4K)
Filed 2026-10-22
Biltmore Family Office, LLC
INCREASED
Shares3,657 from 3,536
Change+121 (+3%)
Value$804.3K (-$190.1K)
Filed 2026-11-03
Chatham Capital Group, Inc.
UNCHANGED
Shares3,653 from 3,653
Change0 (0%)
Value$803.4K (-$223.9K)
Filed 2026-10-16
MTM Investment Management, LLC
INCREASED
Shares3,645 from 3,641
Change+4 (+0%)
Value$801.6K (-$222.3K)
Filed 2026-10-30
Columbia Bank
INCREASED
Shares3,640 from 3,116
Change+524 (+17%)
Value$800.5K (-$75.7K)
Filed 2026-10-29
TSG Advice Partners, LLC
NEW
Shares3,637
Change+3,637
Value$1.0M
Filed 2026-10-29
Asset One Wealth Management LLC
INCREASED
Shares3,613 from 3,539
Change+74 (+2%)
Value$794.7K (+$47.1K)
Filed 2026-11-02
Leelyn Smith, LLC
INCREASED
Shares3,607 from 3,581
Change+26 (+1%)
Value$793.3K (-$213.7K)
Filed 2026-11-03
Shum Financial Group, Inc.
DECREASED
Shares3,607 from 3,617
Change-10 (0%)
Value$793.3K (-$223.8K)
Filed 2026-10-13
Sterling Capital Management LLC
DECREASED
Shares3,604 from 7,776
Change-4,172 (-54%)
Value$792.6K (-$1.4M)
Filed 2026-10-22
Capital Advisors, Ltd. LLC
DECREASED
Shares3,601 from 4,605
Change-1,004 (-22%)
Value$792.0K (+$790.7K)
Filed 2026-10-27
Smallwood Wealth Investment Management, LLC
DECREASED
Shares3,598 from 5,831
Change-2,233 (-38%)
Value$791.4K (-$848.4K)
Filed 2026-10-30
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares3,587 from 5,787
Change-2,200 (-38%)
Value$788.9K (-$838.5K)
Filed 2026-10-21
Boit C F David
UNCHANGED
Shares3,584 from 3,584
Change0 (0%)
Value$788.2K (-$219.6K)
Filed 2026-10-29
Intergy Private Wealth, LLC
INCREASED
Shares3,582 from 3,514
Change+68 (+2%)
Value$787.8K (-$200.4K)
Filed 2026-10-16
Beacon Bank & Trust
INCREASED
Shares3,580 from 3,476
Change+104 (+3%)
Value$787.3K (-$190.1K)
Filed 2026-10-27
Fulton Breakefield Broenniman LLC
DECREASED
Shares3,570 from 3,872
Change-302 (-8%)
Value$785.1K (-$303.7K)
Filed 2026-11-03
Abacus Planning Group, Inc.
DECREASED
Shares3,567 from 3,575
Change-8 (0%)
Value$784.4K (-$221.0K)
Filed 2026-11-02
Reliant Investment Management, LLC
DECREASED
Shares3,566 from 27,352
Change-23,786 (-87%)
Value$784.3K (-$6.9M)
Filed 2026-10-14
Resonant Capital Advisors, LLC
DECREASED
Shares3,557 from 4,535
Change-978 (-22%)
Value$782.3K (-$493.0K)
Filed 2026-10-15
Investment Advisory Services Inc
INCREASED
Shares3,549 from 3,529
Change+20 (+1%)
Value$780.6K (-$211.7K)
Filed 2026-10-27
Legacy Wealth Partners, LLC
INCREASED
Shares3,545 from 1,628
Change+1,917 (+118%)
Value$779.7K (+$321.7K)
Filed 2026-10-15
Visionary Wealth Advisors
INCREASED
Shares3,532 from 3,352
Change+180 (+5%)
Value$776.8K (-$165.8K)
Filed 2026-11-04
Wright Investors Service Inc
INCREASED
Shares3,531 from 3,503
Change+28 (+1%)
Value$776.6K (-$208.5K)
Filed 2026-11-02
Mitchell Sinkler & Starr
UNCHANGED
Shares3,530 from 3,530
Change0 (0%)
Value$776.4K (-$216.3K)
Filed 2026-10-13
Trueblood Wealth Management, LLC
DECREASED
Shares3,529 from 3,922
Change-393 (-10%)
Value$776.1K (-$326.8K)
Filed 2026-10-23
Anchyra Partners LLC
INCREASED
Shares3,526 from 2,864
Change+662 (+23%)
Value$775.5K (-$29.9K)
Filed 2026-10-13
Lederer & Associates Investment Counsel
INCREASED
Shares3,511 from 3,406
Change+105 (+3%)
Value$772 (-$186)
Filed 2026-10-23
Lynx Investment Advisory
INCREASED
Shares3,510 from 3,050
Change+460 (+15%)
Value$772.0K (-$85.6K)
Filed 2026-10-27
Weil Company, Inc.
INCREASED
Shares3,504 from 3,407
Change+97 (+3%)
Value$770.5K (-$187.6K)
Filed 2026-10-14
Mechanics Bank Trust Department
DECREASED
Shares3,500 from 3,652
Change-152 (-4%)
Value$769.8K (-$257.2K)
Filed 2026-10-13
AA Financial Advisors, LLC
INCREASED
Shares3,488 from 3,422
Change+66 (+2%)
Value$767.2K (-$195.2K)
Filed 2026-10-19
Middleton & Co Inc
DECREASED
Shares3,487 from 3,522
Change-35 (-1%)
Value$766.9K (-$223.5K)
Filed 2026-10-23
JGP Wealth Management, LLC
INCREASED
Shares3,480 from 1,886
Change+1,594 (+85%)
Value$765.4K (+$235.0K)
Filed 2026-10-13
Syverson Strege & Co
DECREASED
Shares3,480 from 3,889
Change-409 (-11%)
Value$765.4K (-$328.2K)
Filed 2026-11-02
Charles Schwab Trust Co
DECREASED
Shares3,477 from 4,175
Change-698 (-17%)
Value$764.7K (-$409.4K)
Filed 2026-10-15
Peoples Financial Services Corp.
DECREASED
Shares3,477 from 3,543
Change-66 (-2%)
Value$764.7K (-$231.6K)
Filed 2026-10-20
SBK Financial, Inc.
UNCHANGED
Shares3,475 from 3,475
Change0 (0%)
Value$764.3K (-$212.9K)
Filed 2026-11-02
DT Investment Partners, LLC
INCREASED
Shares3,465 from 3,464
Change+1 (+0%)
Value$762.1K (-$212.1K)
Filed 2026-10-27
Gratus Wealth Advisors, LLC
DECREASED
Shares3,458 from 6,688
Change-3,230 (-48%)
Value$760.6K (-$1.1M)
Filed 2026-10-26
WBH Advisory Inc
INCREASED
Shares3,447 from 3,181
Change+266 (+8%)
Value$758.0K (-$136.4K)
Filed 2026-11-05
Clark Asset Management, LLC
DECREASED
Shares3,442 from 4,075
Change-633 (-16%)
Value$757.0K (-$388.9K)
Filed 2026-10-19
Quintet Private Bank (Europe) S.A.
INCREASED
Shares3,439 from 2,589
Change+850 (+33%)
Value$756.3K (+$28.3K)
Filed 2026-10-08
Quadcap Wealth Management, LLC
DECREASED
Shares3,434 from 3,612
Change-178 (-5%)
Value$755.2K (-$260.4K)
Filed 2026-11-02
Rebalance, LLC
DECREASED
Shares3,430 from 3,435
Change-5 (0%)
Value$754.4K (-$211.6K)
Filed 2026-10-22
Mill Capital Management, LLC
UNCHANGED
Shares3,405 from 3,405
Change0 (0%)
Value$748.9K (-$208.7K)
Filed 2026-10-26
DLK Investment Management, LLC
INCREASED
Shares3,401 from 2,894
Change+507 (+18%)
Value$748.0K (+$247.5K)
Filed 2026-10-09
Burns J W & Co Inc
DECREASED
Shares3,395 from 3,683
Change-288 (-8%)
Value$746.7K (-$289.0K)
Filed 2026-10-20
Manske Wealth Management
INCREASED
Shares3,386 from 3,330
Change+56 (+2%)
Value$744.7K (-$191.7K)
Filed 2026-10-26
Tableaux LLC
UNCHANGED
Shares3,381 from 3,381
Change0 (0%)
Value$743.6K (-$207.2K)
Filed 2026-10-23
Smart Wealth LLC
DECREASED
Shares3,371 from 3,994
Change-623 (-16%)
Value$741.3K (-$381.7K)
Filed 2026-11-04
Blossom Wealth Management
INCREASED
Shares3,368 from 3,270
Change+98 (+3%)
Value$740.7K (-$178.8K)
Filed 2026-11-03
Indiana Trust & Investment Management Co
DECREASED
Shares3,360 from 3,510
Change-150 (-4%)
Value$739.0K (-$248.1K)
Filed 2026-10-22
Capital Investment Counsel, Inc
DECREASED
Shares3,360 from 3,460
Change-100 (-3%)
Value$739.0K (-$234.0K)
Filed 2026-10-20
Northside Capital Management, LLC
INCREASED
Shares3,360 from 3,276
Change+84 (+3%)
Value$739.0K (-$182.3K)
Filed 2026-10-13
Global X Japan Co., Ltd.
INCREASED
Shares3,358 from 2,546
Change+812 (+32%)
Value$738.5K (+$22.6K)
Filed 2026-10-21
Secure Asset Management, LLC
DECREASED
Shares3,354 from 3,476
Change-122 (-4%)
Value$737.7K (-$239.7K)
Filed 2026-10-19
Sunburst Financial Group, LLC
DECREASED
Shares3,345 from 4,093
Change-748 (-18%)
Value$735.7K (-$415.2K)
Filed 2026-10-09
Cullen Investment Group, Ltd.
DECREASED
Shares3,319 from 3,583
Change-264 (-7%)
Value$753.4K (-$254.3K)
Filed 2026-10-13
Selective Wealth Management, Inc.
INCREASED
Shares3,311 from 3,154
Change+157 (+5%)
Value$775.2K (+$104.5K)
Filed 2026-10-16
Brown, Lisle Ings, Inc.
DECREASED
Shares3,306 from 3,481
Change-175 (-5%)
Value$727.1K (-$251.8K)
Filed 2026-10-16
Valley National Advisers Inc
DECREASED
Shares3,293 from 3,613
Change-320 (-9%)
Value$724.3K (-$291.6K)
Filed 2026-10-23
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares3,286 from 4,592
Change-1,306 (-28%)
Value$722.7K (-$568.5K)
Filed 2026-10-15
Boston Trust Walden Corp
UNCHANGED
Shares3,285 from 3,285
Change0 (0%)
Value$722.5K (-$201.3K)
Filed 2026-10-30
Walkner Condon Financial Advisors LLC
INCREASED
Shares3,283 from 2,367
Change+916 (+39%)
Value$722.0K (+$56.4K)
Filed 2026-11-02
CLG LLC
DECREASED
Shares3,282 from 3,366
Change-84 (-2%)
Value$721.8K (-$224.9K)
Filed 2026-10-13
Warwick Investment Management, Inc.
DECREASED
Shares3,274 from 3,583
Change-309 (-9%)
Value$720.1K (-$287.4K)
Filed 2026-10-19
Childress Capital Advisors, LLC
DECREASED
Shares3,256 from 4,302
Change-1,046 (-24%)
Value$716.0K (-$493.9K)
Filed 2026-10-28
Long Island Wealth Management, Inc.
INCREASED
Shares3,255 from 3,175
Change+80 (+3%)
Value$715.9K (-$177.0K)
Filed 2026-10-20
Wealth Dimensions Group, Ltd.
DECREASED
Shares3,234 from 3,768
Change-534 (-14%)
Value$711.2K (-$348.3K)
Filed 2026-11-02
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares3,230 from 3,295
Change-65 (-2%)
Value$710.4K (-$216.2K)
Filed 2026-10-15
Center for Financial Planning, Inc.
INCREASED
Shares3,224 from 3,124
Change+100 (+3%)
Value$709.2K (-$169.5K)
Filed 2026-10-26
Decker Wealth Management LLC
INCREASED
Shares3,224 from 3,160
Change+64 (+2%)
Value$709.1K (-$179.5K)
Filed 2026-10-09
Integrity Advisory Solutions, LLC
INCREASED
Shares3,212 from 2,829
Change+383 (+14%)
Value$706.6K (-$89.1K)
Filed 2026-10-29
3Chopt Investment Partners, LLC
INCREASED
Shares3,206 from 2,918
Change+288 (+10%)
Value$705.1K (-$115.5K)
Filed 2026-10-30
Xcel Wealth Management, LLC
DECREASED
Shares3,183 from 3,437
Change-254 (-7%)
Value$700.0K (-$266.5K)
Filed 2026-10-26
Lodestar Private Asset Management LLC
INCREASED
Shares3,178 from 2,949
Change+229 (+8%)
Value$698.9K (-$130.2K)
Filed 2026-10-26
Maple Capital Management, Inc.
DECREASED
Shares3,170 from 4,219
Change-1,049 (-25%)
Value$697.1K (-$489.2K)
Filed 2026-11-02
Future Financial Wealth Managment LLC
INCREASED
Shares3,149 from 3,146
Change+3 (+0%)
Value$692.5K (+$42.3K)
Filed 2026-10-15
Gainline Financial Partners, LLC
DECREASED
Shares3,149 from 3,151
Change-2 (0%)
Value$692.6K (-$193.5K)
Filed 2026-10-15
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares3,138 from 3,365
Change-227 (-7%)
Value$690.2K (-$256.1K)
Filed 2026-10-26
Country Trust Bank
UNCHANGED
Shares3,133 from 3,133
Change0 (0%)
Value$689.0K (-$192.0K)
Filed 2026-10-30
Howard Capital Management Group, LLC
DECREASED
Shares3,116 from 3,716
Change-600 (-16%)
Value$685.3K (-$359.7K)
Filed 2026-10-16
Cordgrass Capital Advisors, LLC
DECREASED
Shares3,112 from 3,162
Change-50 (-2%)
Value$684.4K (-$204.8K)
Filed 2026-10-30
Fulcrum Wealth Advisors, LLC
DECREASED
Shares3,100 from 10,462
Change-7,362 (-70%)
Value$681.8K (-$2.3M)
Filed 2026-10-16
MV Capital Management, Inc.
DECREASED
Shares3,090 from 3,135
Change-45 (-1%)
Value$679.5K (-$202.0K)
Filed 2026-10-29
Nemes Rush Group LLC
DECREASED
Shares3,087 from 3,130
Change-43 (-1%)
Value$679.0K (-$201.0K)
Filed 2026-11-04
Key FInancial Inc
INCREASED
Shares3,085 from 3,084
Change+1 (+0%)
Value$678.5K (-$188.8K)
Filed 2026-11-02
Reik & Co., LLC
UNCHANGED
Shares3,072 from 3,072
Change0 (0%)
Value$675.6K (-$188.3K)
Filed 2026-10-27
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares3,068 from 3,255
Change-187 (-6%)
Value$674.8K (-$240.6K)
Filed 2026-11-03
POM Investment Strategies, LLC
DECREASED
Shares3,063 from 3,069
Change-6 (0%)
Value$673.7K (-$189.4K)
Filed 2026-10-20
LVZ, Inc.
DECREASED
Shares3,062 from 3,119
Change-57 (-2%)
Value$673.4K (-$203.7K)
Filed 2026-10-20
Revisor Wealth Management LLC
DECREASED
Shares3,059 from 3,851
Change-792 (-21%)
Value$705.7K (-$377.2K)
Filed 2026-10-20
Montz Harcus Wealth Management LLC
DECREASED
Shares3,058 from 3,096
Change-38 (-1%)
Value$672.6K (-$198.0K)
Filed 2026-10-09
Broadway Wealth Solutions, Inc.
INCREASED
Shares3,057 from 3,029
Change+28 (+1%)
Value$672.3K (-$179.6K)
Filed 2026-10-21
RM Financial Services, LLC
UNCHANGED
Shares3,055 from 3,055
Change0 (0%)
Value$671.9K (-$187.2K)
Filed 2026-11-03
Castleview Partners, LLC
INCREASED
Shares3,053 from 2,513
Change+540 (+21%)
Value$671.5K (-$35.4K)
Filed 2026-10-09
E&G Advisors, LLC
UNCHANGED
Shares3,040 from 3,040
Change0 (0%)
Value$668.6K (-$186.3K)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares3,027 from 2,945
Change+82 (+3%)
Value$665.8K (-$162.3K)
Filed 2026-10-21
Vanguard Capital Wealth Advisors
INCREASED
Shares3,025 from 960
Change+2,065 (+215%)
Value$665.3K (+$395.3K)
Filed 2026-10-16
First Affirmative Financial Network
NEW
Shares3,024
Change+3,024
Value$665.0K
Filed 2026-10-21
Relyea Zuckerberg Hanson LLC
DECREASED
Shares3,016 from 3,280
Change-264 (-8%)
Value$663.2K (-$259.0K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
INCREASED
Shares3,011 from 2,911
Change+100 (+3%)
Value$662.2K (-$156.4K)
Filed 2026-10-21
Titleist Asset Management, LLC
DECREASED
Shares2,996 from 3,147
Change-151 (-5%)
Value$659.0K (-$225.9K)
Filed 2026-10-08
Form Wealth Advisors, LLC
UNCHANGED
Shares2,982 from 2,982
Change0 (0%)
Value$655.8K (-$182.7K)
Filed 2026-10-13
Trust Co of the South
UNCHANGED
Shares2,981 from 2,981
Change0 (0%)
Value$655.6K (-$182.7K)
Filed 2026-10-21
Woodmont Investment Counsel LLC
INCREASED
Shares2,965 from 2,037
Change+928 (+46%)
Value$652.1K (+$79.3K)
Filed 2026-10-29
Lifestyle Asset Management, Inc.
INCREASED
Shares2,964 from 2,628
Change+336 (+13%)
Value$652.0K (-$86.9K)
Filed 2026-10-20
1900 Wealth Management LLC
INCREASED
Shares2,950 from 2,027
Change+923 (+46%)
Value$648.8K (+$78.8K)
Filed 2026-10-13
Bullock Wealth Management Group
INCREASED
Shares2,949 from 2,866
Change+83 (+3%)
Value$665.2K (-$155.0K)
Filed 2026-10-09
Alessandra Capital Management, LLC
DECREASED
Shares2,947 from 3,490
Change-543 (-16%)
Value$648.1K (-$333.3K)
Filed 2026-10-30
Balefire, LLC
DECREASED
Shares2,944 from 5,055
Change-2,111 (-42%)
Value$647.5K (-$774.1K)
Filed 2026-10-09
Harbour Trust & Investment Management Co
UNCHANGED
Shares2,940 from 2,940
Change0 (0%)
Value$646.6K (-$180.2K)
Filed 2026-10-28
Professional Advisory Services Inc
UNCHANGED
Shares2,933 from 2,933
Change0 (0%)
Value$645 (-$180)
Filed 2026-10-08
LightSquare Wealth Management, LLC
DECREASED
Shares2,932 from 3,170
Change-238 (-8%)
Value$644.9K (-$246.5K)
Filed 2026-11-03
Valpey Financial Services, LLC
UNCHANGED
Shares2,927 from 2,927
Change0 (0%)
Value$643.7K (-$179.4K)
Filed 2026-10-30
Advisory Solutions Group, LLC
INCREASED
Shares2,888 from 2,487
Change+401 (+16%)
Value$635.1K (-$64.4K)
Filed 2026-10-14
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares2,883 from 3,003
Change-120 (-4%)
Value$634.0K (-$210.4K)
Filed 2026-10-09
Harvey Investment Co LLC
UNCHANGED
Shares2,882 from 2,882
Change0 (0%)
Value$634 (-$809.4K)
Filed 2026-10-20
Rossby Financial, LCC
DECREASED
Shares2,869 from 4,501
Change-1,632 (-36%)
Value$630.9K (-$630.1K)
Filed 2026-11-05
Milestone Asset Management, LLC
DECREASED
Shares2,868 from 11,240
Change-8,372 (-74%)
Value$630.9K (-$2.5M)
Filed 2026-10-15
Income Insurance Ltd
UNCHANGED
Shares2,868 from 2,868
Change0 (0%)
Value$630.8K (-$175.8K)
Filed 2026-10-21
Bernardo Wealth Planning LLC
INCREASED
Shares2,860 from 1,421
Change+1,439 (+101%)
Value$628.9K (+$229.2K)
Filed 2026-10-23
1620 Investment Advisors, Inc.
INCREASED
Shares2,842 from 2,773
Change+69 (+2%)
Value$625.0K (-$155.0K)
Filed 2026-11-04
Sovran Advisors, LLC
DECREASED
Shares2,840 from 3,111
Change-271 (-9%)
Value$733.5K (+$25.7K)
Filed 2026-11-02
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares2,832 from 2,832
Change0 (0%)
Value$622.8K (-$173.5K)
Filed 2026-10-23
Old Republic International Corp
NEW
Shares2,829
Change+2,829
Value$622
Filed 2026-10-26
Plan A Wealth LLC
INCREASED
Shares2,820 from 2,754
Change+66 (+2%)
Value$620.3K (-$154.2K)
Filed 2026-10-08
First United Bank & Trust
DECREASED
Shares2,818 from 2,841
Change-23 (-1%)
Value$619.8K (-$179.2K)
Filed 2026-10-22
Crescent Grove Advisors, LLC
DECREASED
Shares2,815 from 2,832
Change-17 (-1%)
Value$619.1K (-$177.1K)
Filed 2026-10-21
AWM Capital, LLC
NEW
Shares2,811
Change+2,811
Value$618.3K
Filed 2026-10-16
Chapin Davis, Inc.
INCREASED
Shares2,808 from 1,897
Change+911 (+48%)
Value$617.5K (+$84.0K)
Filed 2026-10-09
Manchester Financial Inc
DECREASED
Shares2,808 from 2,810
Change-2 (0%)
Value$617.5K (-$172.7K)
Filed 2026-10-15
Weaver Consulting Group
INCREASED
Shares2,797 from 2,549
Change+248 (+10%)
Value$615.1K (-$101.7K)
Filed 2026-10-07
Hengehold Capital Management LLC
DECREASED
Shares2,784 from 2,801
Change-17 (-1%)
Value$612.4K (-$175.3K)
Filed 2026-10-16
MFA Wealth Services
DECREASED
Shares2,780 from 2,789
Change-9 (0%)
Value$611.4K (-$172.9K)
Filed 2026-10-14
Mindset Wealth Management, LLC
DECREASED
Shares2,775 from 2,910
Change-135 (-5%)
Value$610.3K (-$208.0K)
Filed 2026-10-19
Insight Advisors, LLC/ PA
INCREASED
Shares2,771 from 2,222
Change+549 (+25%)
Value$609.3K (-$15.7K)
Filed 2026-10-22
Spirit of America Management Corp
INCREASED
Shares2,768 from 2,668
Change+100 (+4%)
Value$608.8K (-$141.5K)
Filed 2026-10-14
Junk Investment Group, LLC
INCREASED
Shares2,757 from 2,542
Change+215 (+8%)
Value$606.4K (-$108.4K)
Filed 2026-10-19
Plante Moran Financial Advisors, LLC
DECREASED
Shares2,756 from 2,971
Change-215 (-7%)
Value$606.2K (-$229.3K)
Filed 2026-11-04
City Holding Co
DECREASED
Shares2,747 from 2,759
Change-12 (0%)
Value$604.1K (-$171.7K)
Filed 2026-10-19
Horizon Wealth Management, LLC
INCREASED
Shares2,747 from 2,742
Change+5 (+0%)
Value$604.2K (-$167.0K)
Filed 2026-11-02
Cromwell Holdings LLC
DECREASED
Shares2,745 from 3,136
Change-391 (-12%)
Value$603.7K (-$278.2K)
Filed 2026-10-28
Embree Financial Group
DECREASED
Shares2,736 from 3,428
Change-692 (-20%)
Value$601.8K (-$362.1K)
Filed 2026-10-22
Financial Planning Hawaii, Inc.
DECREASED
Shares2,727 from 2,797
Change-70 (-2%)
Value$599.7K (-$186.8K)
Filed 2026-10-13
Central Bank & Trust Co
DECREASED
Shares2,718 from 2,724
Change-6 (0%)
Value$597.8K (-$168.2K)
Filed 2026-10-09
Victory Financial Group, LLC
INCREASED
Shares2,709 from 2,385
Change+324 (+14%)
Value$595.8K (-$75.0K)
Filed 2026-10-27
Davidson Trust Co
DECREASED
Shares2,707 from 3,000
Change-293 (-10%)
Value$595.4K (-$248.3K)
Filed 2026-10-09
Capital Advisors Wealth Management, LLC
DECREASED
Shares2,700 from 2,941
Change-241 (-8%)
Value$593.7K (-$233.3K)
Filed 2026-10-09
Alliance Private Wealth, LLC
DECREASED
Shares2,697 from 3,091
Change-394 (-13%)
Value$593.2K (-$276.1K)
Filed 2026-10-20
Revolve Wealth Partners, LLC
DECREASED
Shares2,690 from 2,911
Change-221 (-8%)
Value$591.5K (-$227.1K)
Filed 2026-10-23
Langley Wealth Management, LLC
DECREASED
Shares2,684 from 2,849
Change-165 (-6%)
Value$590.3K (-$210.9K)
Filed 2026-11-04
HBW Advisory Services LLC
DECREASED
Shares2,682 from 3,033
Change-351 (-12%)
Value$589.8K (-$263.0K)
Filed 2026-10-15
Cohen Investment Advisors LLC
INCREASED
Shares2,677 from 2,580
Change+97 (+4%)
Value$588.8K (-$136.8K)
Filed 2026-10-20
Tritonpoint Wealth, LLC
INCREASED
Shares2,667 from 2,576
Change+91 (+4%)
Value$586.5K (-$137.8K)
Filed 2026-10-19
First Business Financial Services, Inc.
INCREASED
Shares2,666 from 2,434
Change+232 (+10%)
Value$586.3K (-$98.1K)
Filed 2026-10-29
Baron Financial Group, LLC
INCREASED
Shares2,665 from 2,661
Change+4 (+0%)
Value$586.0K (-$162.2K)
Filed 2026-10-09
Beacon Financial Group
INCREASED
Shares2,663 from 2,517
Change+146 (+6%)
Value$585.6K (-$122.3K)
Filed 2026-10-19
Aljian Capital Management, LLC
INCREASED
Shares2,663 from 2,648
Change+15 (+1%)
Value$585.6K (-$158.9K)
Filed 2026-10-28
Phoenix Wealth Advisors
UNCHANGED
Shares2,660 from 2,660
Change0 (0%)
Value$585.0K (-$163.0K)
Filed 2026-11-03
Vaughan & Co Securities, Inc.
DECREASED
Shares2,658 from 2,864
Change-206 (-7%)
Value$584.6K (-$220.7K)
Filed 2026-10-23
Evermay Wealth Management LLC
UNCHANGED
Shares2,651 from 2,651
Change0 (0%)
Value$583.0K (-$162.5K)
Filed 2026-11-05
Golden Reserve Retirement LLC
INCREASED
Shares2,650 from 1,850
Change+800 (+43%)
Value$582.8K (+$62.5K)
Filed 2026-11-02
KPP Advisory Services LLC
INCREASED
Shares2,624 from 1,677
Change+947 (+56%)
Value$577.1K (+$105.6K)
Filed 2026-10-26
Saratoga Research & Investment Management
UNCHANGED
Shares2,624 from 2,624
Change0 (0%)
Value$577.1K (-$160.8K)
Filed 2026-10-16
Atticus Wealth Management, LLC
INCREASED
Shares2,622 from 2,304
Change+318 (+14%)
Value$576.6K (-$71.4K)
Filed 2026-10-20
Smith Shellnut Wilson LLC
DECREASED
Shares2,622 from 2,628
Change-6 (0%)
Value$576.7K (-$162.4K)
Filed 2026-10-21
L.K. Benson & Company, P.C.
UNCHANGED
Shares2,620 from 2,620
Change0 (0%)
Value$576.2K (-$160.6K)
Filed 2026-10-23
Acropolis Investment Management, LLC
DECREASED
Shares2,610 from 2,892
Change-282 (-10%)
Value$574.0K (-$239.2K)
Filed 2026-10-08
Wealth Group, Ltd.
DECREASED
Shares2,609 from 10,161
Change-7,552 (-74%)
Value$574.0K (-$2.3M)
Filed 2026-10-30
LifeSteps Financial, Inc.
DECREASED
Shares2,607 from 2,642
Change-35 (-1%)
Value$573.4K (-$169.4K)
Filed 2026-10-15
Realta Investment Advisors
INCREASED
Shares2,599 from 2,331
Change+268 (+12%)
Value$571.5K (-$83.9K)
Filed 2026-10-14
Apollon Financial, LLC
INCREASED
Shares2,588 from 2,131
Change+457 (+21%)
Value$569.2K (-$30.0K)
Filed 2026-10-23
First Heartland Consultants, Inc.
INCREASED
Shares2,585 from 2,377
Change+208 (+9%)
Value$568.5K (-$100.0K)
Filed 2026-10-08
Evanson Financial, LLC
INCREASED
Shares2,582 from 2,579
Change+3 (+0%)
Value$567.8K (-$157.5K)
Filed 2026-10-23
Kuhn & Co Investment Counsel
INCREASED
Shares2,578 from 2,184
Change+394 (+18%)
Value$567.0K (-$47.2K)
Filed 2026-10-29
TB Alternative Assets Ltd.
NEW
Shares2,577
Change+2,577
Value$566.8K
Filed 2026-10-16
111 Capital
INCREASED
Shares2,577 from 2,287
Change+290 (+13%)
Value$566.8K (-$76.4K)
Filed 2026-11-03
Fenimore Asset Management Inc
UNCHANGED
Shares2,573 from 2,573
Change0 (0%)
Value$565.9K (-$157.7K)
Filed 2026-10-08
Crusonia Wealth Advisors LLC
DECREASED
Shares2,570 from 2,659
Change-89 (-3%)
Value$565.2K (-$182.6K)
Filed 2026-10-26
Elyxium Wealth, LLC
INCREASED
Shares2,568 from 2,496
Change+72 (+3%)
Value$564.8K (-$137.1K)
Filed 2026-10-27
Highland Capital Management, LLC
INCREASED
Shares2,564 from 2,538
Change+26 (+1%)
Value$564.0K (-$149.8K)
Filed 2026-10-26
D'Orazio & Associates, Inc.
DECREASED
Shares2,560 from 2,584
Change-24 (-1%)
Value$563.1K (-$163.4K)
Filed 2026-11-04
Foster Group, Inc.
DECREASED
Shares2,558 from 2,650
Change-92 (-3%)
Value$562.7K (-$182.5K)
Filed 2026-10-13
Patrick M Sweeney & Associates, Inc
INCREASED
Shares2,555 from 2,422
Change+133 (+5%)
Value$562.0K (-$119.1K)
Filed 2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares2,549 from 2,620
Change-71 (-3%)
Value$560.5K (-$176.3K)
Filed 2026-10-28
Foguth Wealth Management, Llc.
INCREASED
Shares2,549 from 2,541
Change+8 (+0%)
Value$591.6K (+$50.5K)
Filed 2026-10-19
Appleton Partners Inc
DECREASED
Shares2,546 from 3,052
Change-506 (-17%)
Value$560.0K (-$298.0K)
Filed 2026-10-30
Boltwood Capital Management
DECREASED
Shares2,544 from 2,610
Change-66 (-3%)
Value$559.5K (-$174.5K)
Filed 2026-10-02
Entrust Financial LLC
UNCHANGED
Shares2,536 from 2,536
Change0 (0%)
Value$557.8K (-$155.4K)
Filed 2026-11-04
Basso Capital Management, L.P.
DECREASED
Shares2,533 from 3,551
Change-1,018 (-29%)
Value$557.1K (-$441.5K)
Filed 2026-10-30
Arvest Investments, Inc.
DECREASED
Shares2,527 from 2,535
Change-8 (0%)
Value$555.8K (-$157.1K)
Filed 2026-10-21
Emergent Wealth Advisors, LLC
DECREASED
Shares2,521 from 3,471
Change-950 (-27%)
Value$554.4K (-$255.2K)
Filed 2026-10-09
Encompass Wealth Advisors, LLC
INCREASED
Shares2,516 from 1,305
Change+1,211 (+93%)
Value$553.2K (+$186.3K)
Filed 2026-10-15
Oath Planning, LLC
INCREASED
Shares2,512 from 2,440
Change+72 (+3%)
Value$552.5K (-$133.4K)
Filed 2026-10-20
Asset Advisory Group, Inc.
UNCHANGED
Shares2,512 from 2,512
Change0 (0%)
Value$552.6K (-$154.0K)
Filed 2026-10-20
Triton Wealth Management, Pllc
INCREASED
Shares2,511 from 1,492
Change+1,019 (+68%)
Value$628.1K (+$177.4K)
Filed 2026-11-04
Approach Retirement Advisors, LLC
INCREASED
Shares2,505 from 2,497
Change+8 (+0%)
Value$550.9K (-$151.3K)
Filed 2026-10-22
DCF Advisers, LLC
NEW
Shares2,500
Change+2,500
Value$549.8K
Filed 2026-11-04
Talbot Financial, LLC
INCREASED
Shares2,500 from 2,300
Change+200 (+9%)
Value$549.8K (-$97.0K)
Filed 2026-10-19
Sawyer & Company, Inc
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$549.8K (-$153.2K)
Filed 2026-10-21
Beacon Capital Management, LLC
DECREASED
Shares2,482 from 2,567
Change-85 (-3%)
Value$545.8K (-$176.0K)
Filed 2026-10-23
Piscataqua Savings Bank
DECREASED
Shares2,480 from 2,680
Change-200 (-7%)
Value$545.4K (-$208.2K)
Filed 2026-10-21
Greatmark Investment Partners, Inc.
UNCHANGED
Shares2,479 from 2,479
Change0 (0%)
Value$545.2K (-$151.9K)
Filed 2026-10-28
Beacon Financial Strategies Corp
DECREASED
Shares2,475 from 2,522
Change-47 (-2%)
Value$544.3K (-$164.9K)
Filed 2026-10-14
Builder Investment Group Inc
UNCHANGED
Shares2,475 from 2,475
Change0 (0%)
Value$544.3K (-$151.7K)
Filed 2026-10-22
Clarity Wealth Advisors, LLC
INCREASED
Shares2,474 from 1,498
Change+976 (+65%)
Value$544.1K (+$122.9K)
Filed 2026-10-21
Perennial Advisors, LLC
UNCHANGED
Shares2,465 from 2,465
Change0 (0%)
Value$542.1K (-$151.1K)
Filed 2026-10-13
KFA Private Wealth Group, LLC
DECREASED
Shares2,461 from 2,473
Change-12 (0%)
Value$541.3K (-$154.3K)
Filed 2026-10-07
Magnolia Capital Management LTD
UNCHANGED
Shares2,457 from 2,457
Change0 (0%)
Value$540 (-$151)
Filed 2026-10-09
Trek Financial, LLC
DECREASED
Shares2,455 from 9,833
Change-7,378 (-75%)
Value$539.9K (-$2.2M)
Filed 2026-10-29
Grove Street Fiduciary, LLC
UNCHANGED
Shares2,454 from 2,454
Change0 (0%)
Value$539.7K (-$150.4K)
Filed 2026-10-13
QTR Family Wealth, LLC
DECREASED
Shares2,451 from 2,541
Change-90 (-4%)
Value$539.1K (-$175.4K)
Filed 2026-11-02
Aire Advisors, LLC
INCREASED
Shares2,446 from 2,420
Change+26 (+1%)
Value$538.0K (-$142.7K)
Filed 2026-10-22
ERn Financial, LLC
INCREASED
Shares2,443 from 2,414
Change+29 (+1%)
Value$537.2K (-$141.7K)
Filed 2026-10-28
Purus Wealth Management, LLC
INCREASED
Shares2,442 from 1,880
Change+562 (+30%)
Value$537.1K (+$8.4K)
Filed 2026-10-15
Saxon Interests, Inc.
DECREASED
Shares2,439 from 3,579
Change-1,140 (-32%)
Value$536.4K (-$470.0K)
Filed 2026-10-26
South Shore Capital Advisors
DECREASED
Shares2,436 from 2,807
Change-371 (-13%)
Value$535.7K (-$253.6K)
Filed 2026-10-20
Security Financial Services, Inc.
INCREASED
Shares2,428 from 2,421
Change+7 (+0%)
Value$534.1K (-$146.8K)
Filed 2026-10-29
Centennial Advisors, LLC
INCREASED
Shares2,427 from 2,383
Change+44 (+2%)
Value$533.7K (-$136.5K)
Filed 2026-10-21
Sweeney & Michel, LLC
INCREASED
Shares2,420 from 2,396
Change+24 (+1%)
Value$532.2K (-$36.2K)
Filed 2026-10-16
MB, Levis & Associates, LLC
DECREASED
Shares2,417 from 2,427
Change-10 (0%)
Value$531.7K (-$151.0K)
Filed 2026-10-16
Innova Wealth Partners
INCREASED
Shares2,414 from 2,408
Change+6 (+0%)
Value$531.0K (-$146.2K)
Filed 2026-10-21
Hamilton Capital, LLC
DECREASED
Shares2,409 from 2,504
Change-95 (-4%)
Value$529.8K (-$174.3K)
Filed 2026-10-08
Vann Equity Management LLC
DECREASED
Shares2,406 from 2,454
Change-48 (-2%)
Value$529.2K (-$160.9K)
Filed 2026-10-08
Obermeyer Wealth Partners
INCREASED
Shares2,401 from 2,190
Change+211 (+10%)
Value$528.1K (-$87.8K)
Filed 2026-10-21
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares2,401 from 2,435
Change-34 (-1%)
Value$528.1K (-$156.7K)
Filed 2026-10-14
GFS Advisors, LLC
NEW
Shares2,400
Change+2,400
Value$528.0K
Filed 2026-11-03
Obsidian CIO, LLC
INCREASED
Shares2,400 from 2,320
Change+80 (+3%)
Value$527.9K (-$124.5K)
Filed 2026-11-05
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$527.8K (-$147.1K)
Filed 2026-10-13
Eagle Strategies LLC
DECREASED
Shares2,397 from 10,320
Change-7,923 (-77%)
Value$527.1K (-$2.4M)
Filed 2026-10-16
WealthSpring Partners, LLC
DECREASED
Shares2,396 from 3,276
Change-880 (-27%)
Value$527.0K (-$394.2K)
Filed 2026-10-14
Certuity, LLC
INCREASED
Shares2,395 from 2,233
Change+162 (+7%)
Value$526.8K (-$101.0K)
Filed 2026-11-02
Park Edge Advisors, LLC
DECREASED
Shares2,386 from 2,409
Change-23 (-1%)
Value$524.8K (-$152.7K)
Filed 2026-10-28
Rational Advisors, Inc.
INCREASED
Shares2,378 from 1,695
Change+683 (+40%)
Value$523.0K (+$46.3K)
Filed 2026-11-02
United Asset Strategies, Inc.
DECREASED
Shares2,372 from 2,381
Change-9 (0%)
Value$521.7K (-$147.8K)
Filed 2026-10-28
Norris Perne & French LLP
DECREASED
Shares2,369 from 2,543
Change-174 (-7%)
Value$520.9K (-$194.1K)
Filed 2026-10-23
Regent Peak Wealth Advisors LLC
INCREASED
Shares2,368 from 2,359
Change+9 (+0%)
Value$520.8K (-$142.6K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares2,360 from 2,364
Change-4 (0%)
Value$519.0K (-$145.7K)
Filed 2026-10-22
Dorato Capital Management
INCREASED
Shares2,354 from 2,344
Change+10 (+0%)
Value$519.1K (-$155.0K)
Filed 2026-10-08
Vista Investment Partners II, LLC
DECREASED
Shares2,353 from 2,704
Change-351 (-13%)
Value$517.5K (-$242.9K)
Filed 2026-10-15
Independent Investors Inc
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$516.8K (-$144.0K)
Filed 2026-10-30
Outfitters Financial LLC
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$516.8K (-$144.0K)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares2,343 from 6,640
Change-4,297 (-65%)
Value$515.4K (-$1.4M)
Filed 2026-10-30
Balboa Wealth Partners
INCREASED
Shares2,339 from 2,305
Change+34 (+1%)
Value$514.3K (-$133.7K)
Filed 2026-10-20
RS Crum Inc.
UNCHANGED
Shares2,326 from 2,326
Change0 (0%)
Value$511.6K (-$142.5K)
Filed 2026-10-19
Nfsg Corp
DECREASED
Shares2,318 from 19,126
Change-16,808 (-88%)
Value$509.8K (-$4.9M)
Filed 2026-10-15
Summit Wealth Group LLC / Co
INCREASED
Shares2,311 from 1,955
Change+356 (+18%)
Value$508.2K (-$41.5K)
Filed 2026-10-29
Capital Advantage, Inc.
INCREASED
Shares2,309 from 1,803
Change+506 (+28%)
Value$507.9K (+$774)
Filed 2026-10-14
Integral Investment Advisors, Inc.
INCREASED
Shares2,298 from 1,463
Change+835 (+57%)
Value$505.5K (+$94.0K)
Filed 2026-11-03
Cooper S Advisors, LLC
INCREASED
Shares2,297 from 2,295
Change+2 (+0%)
Value$505.2K (-$140.2K)
Filed 2026-11-03
SmartHarvest Portfolios, LLC
DECREASED
Shares2,295 from 2,927
Change-632 (-22%)
Value$504.7K (-$318.5K)
Filed 2026-10-26
Morton Capital Management LLC
DECREASED
Shares2,287 from 2,322
Change-35 (-2%)
Value$503.0K (-$150.0K)
Filed 2026-10-23
Princeton Global Asset Management LLC
DECREASED
Shares2,278 from 2,325
Change-47 (-2%)
Value$501.0K (-$152.8K)
Filed 2026-10-21
Abel Hall, LLC
INCREASED
Shares2,269 from 2,224
Change+45 (+2%)
Value$499.0K (-$126.4K)
Filed 2026-10-19
Harrell Investment Partners, LLC
NEW
Shares2,265
Change+2,265
Value$498.1K
Filed 2026-10-15
Schmidt P J Investment Management Inc
DECREASED
Shares2,264 from 2,508
Change-244 (-10%)
Value$497.9K (-$207.4K)
Filed 2026-11-02
First Interstate Bank
DECREASED
Shares2,259 from 2,414
Change-155 (-6%)
Value$496.8K (-$182.0K)
Filed 2026-10-23
Eads & Heald Wealth Management
DECREASED
Shares2,254 from 2,916
Change-662 (-23%)
Value$495.7K (-$324.3K)
Filed 2026-10-29
Commonwealth Retirement Investments LLC
DECREASED
Shares2,243 from 2,248
Change-5 (0%)
Value$493.3K (-$138.9K)
Filed 2026-10-26
TriaGen Wealth Management LLC
UNCHANGED
Shares2,239 from 2,239
Change0 (0%)
Value$492.4K (-$137.2K)
Filed 2026-10-14
Armstrong Henry H Associates Inc
UNCHANGED
Shares2,238 from 2,238
Change0 (0%)
Value$492.2K (-$137.1K)
Filed 2026-10-07
Cornerstone Planning Group LLC
INCREASED
Shares2,237 from 2,111
Change+126 (+6%)
Value$508.0K (+$73.5K)
Filed 2026-10-16
Foundation Wealth Management, LLC
INCREASED
Shares2,227 from 829
Change+1,398 (+169%)
Value$489.6K (+$256.8K)
Filed 2026-10-22
Veratis Advisors, Inc.
INCREASED
Shares2,226 from 2,194
Change+32 (+1%)
Value$489.8K (-$127.2K)
Filed 2026-11-03
Congress Park Capital LLC
DECREASED
Shares2,223 from 3,023
Change-800 (-26%)
Value$488.9K (-$361.2K)
Filed 2026-10-13
Rosenberg Matthew Hamilton
INCREASED
Shares2,215 from 1,983
Change+232 (+12%)
Value$487.1K (-$70.6K)
Filed 2026-10-05
McKinley Carter Wealth Services, Inc.
INCREASED
Shares2,209 from 2,179
Change+30 (+1%)
Value$485.8K (-$127.1K)
Filed 2026-10-16
Financial Symmetry Inc
INCREASED
Shares2,204 from 2,105
Change+99 (+5%)
Value$484.8K (-$107.2K)
Filed 2026-10-06
SJS Investment Consulting Inc.
INCREASED
Shares2,201 from 1,741
Change+460 (+26%)
Value$484.2K (-$5.3K)
Filed 2026-10-26
Clear Creek Financial Management, LLC
INCREASED
Shares2,198 from 2,117
Change+81 (+4%)
Value$483.4K (-$112.0K)
Filed 2026-10-28
Isthmus Partners, LLC
UNCHANGED
Shares2,183 from 2,183
Change0 (0%)
Value$480.1K (-$133.8K)
Filed 2026-10-21
Rose Capital Advisors LLC
INCREASED
Shares2,182 from 1,844
Change+338 (+18%)
Value$480.2K (-$38.5K)
Filed 2026-11-04
Ergawealth Advisors, Inc.
INCREASED
Shares2,179 from 2,155
Change+24 (+1%)
Value$479.2K (-$126.8K)
Filed 2026-10-21
Roth Financial Partners LLC
DECREASED
Shares2,175 from 2,200
Change-25 (-1%)
Value$478.3K (-$140.3K)
Filed 2026-10-06
Riversedge Advisors, LLC
INCREASED
Shares2,172 from 1,799
Change+373 (+21%)
Value$477.8K (-$28.2K)
Filed 2026-10-09
SwitchPoint Financial Planning, LLC
INCREASED
Shares2,171 from 2,037
Change+134 (+7%)
Value$477.5K (-$95.3K)
Filed 2026-11-02
Wernau Asset Management Inc.
UNCHANGED
Shares2,166 from 2,166
Change0 (0%)
Value$476.4K (-$132.7K)
Filed 2026-10-19
Alpha Family Trust
UNCHANGED
Shares2,165 from 2,165
Change0 (0%)
Value$608.8K ($0)
Filed 2026-11-04
Arnhold LLC
UNCHANGED
Shares2,156 from 2,156
Change0 (0%)
Value$474.2K (-$132.1K)
Filed 2026-10-26
Five Oceans Advisors
DECREASED
Shares2,152 from 2,298
Change-146 (-6%)
Value$473.3K (-$172.9K)
Filed 2026-10-22
Galvin, Gaustad & Stein, LLC
DECREASED
Shares2,151 from 2,309
Change-158 (-7%)
Value$473.1K (-$176.0K)
Filed 2026-10-08
Waterfront Wealth Inc.
DECREASED
Shares2,144 from 2,158
Change-14 (-1%)
Value$518.1K (-$102.3K)
Filed 2026-11-03
Towercrest Capital Management
DECREASED
Shares2,137 from 2,187
Change-50 (-2%)
Value$469.9K (-$145.0K)
Filed 2026-10-23
KRS Capital Management, LLC
INCREASED
Shares2,137 from 2,090
Change+47 (+2%)
Value$470.1K (-$117.5K)
Filed 2026-10-16
Glass Wealth Management Co LLC
INCREASED
Shares2,135 from 2,050
Change+85 (+4%)
Value$469.6K (-$106.9K)
Filed 2026-10-28
Partners Wealth Management, LLC
INCREASED
Shares2,132 from 1,373
Change+759 (+55%)
Value$468.9K (+$82.8K)
Filed 2026-10-28
Alliance Wealth Management Group
DECREASED
Shares2,129 from 2,179
Change-50 (-2%)
Value$468.2K (-$144.5K)
Filed 2026-10-29
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares2,128 from 1,734
Change+394 (+23%)
Value$469.2K (-$18.4K)
Filed 2026-10-20
Affinity Capital Advisors, LLC
DECREASED
Shares2,128 from 2,244
Change-116 (-5%)
Value$483.2K (-$188.8K)
Filed 2026-10-13
First Growth Capital LLC
INCREASED
Shares2,126 from 1,528
Change+598 (+39%)
Value$467.6K (+$37.9K)
Filed 2026-10-15
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares2,124 from 2,124
Change0 (0%)
Value$467.1K (-$130.2K)
Filed 2026-10-26
Freestate Advisors LLC
INCREASED
Shares2,123 from 2,121
Change+2 (+0%)
Value$466.9K (-$129.6K)
Filed 2026-10-09
Traynor Capital Management, Inc.
INCREASED
Shares2,113 from 2,022
Change+91 (+5%)
Value$464.7K (-$103.9K)
Filed 2026-10-29
Worth Asset Management, LLC
INCREASED
Shares2,111 from 2,002
Change+109 (+5%)
Value$464.4K (-$98.6K)
Filed 2026-10-07
Heritage Family Offices, LLP
INCREASED
Shares2,110 from 1,781
Change+329 (+18%)
Value$464.1K (-$36.8K)
Filed 2026-11-02
Values Added Financial LLC
DECREASED
Shares2,110 from 2,345
Change-235 (-10%)
Value$464.1K (-$195.5K)
Filed 2026-10-28
Grandfield & Dodd, LLC
DECREASED
Shares2,110 from 2,260
Change-150 (-7%)
Value$464.1K (-$171.5K)
Filed 2026-10-29
Financial Management Professionals, Inc.
DECREASED
Shares2,110 from 2,138
Change-28 (-1%)
Value$464.1K (-$137.1K)
Filed 2026-10-23
Cache Advisors, LLC
INCREASED
Shares2,107 from 1,387
Change+720 (+52%)
Value$463.4K (+$73.4K)
Filed 2026-10-16
One Day In July LLC
DECREASED
Shares2,106 from 2,184
Change-78 (-4%)
Value$463.2K (-$151.0K)
Filed 2026-10-30
Southland Equity Partners LLC
DECREASED
Shares2,106 from 2,118
Change-12 (-1%)
Value$463.3K (-$132.4K)
Filed 2026-10-14
Winter & Associates, Inc.
DECREASED
Shares2,098 from 2,257
Change-159 (-7%)
Value$507.7K (-$127.1K)
Filed 2026-10-23
Goldstein Advisors, LLC
INCREASED
Shares2,098 from 2,052
Change+46 (+2%)
Value$461.4K (-$115.6K)
Filed 2026-10-15
Centerline Wealth Advisors, LLC
INCREASED
Shares2,095 from 2,093
Change+2 (+0%)
Value$460.7K (-$127.8K)
Filed 2026-10-15
Friday Financial
INCREASED
Shares2,090 from 1,903
Change+187 (+10%)
Value$471.5K (-$111.0K)
Filed 2026-10-09
W Advisors, LLC
INCREASED
Shares2,090 from 2,073
Change+17 (+1%)
Value$459.8K (-$123.3K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares2,089 from 2,856
Change-767 (-27%)
Value$459.4K (-$343.7K)
Filed 2026-10-07
Annex Advisory Services, LLC
INCREASED
Shares2,085 from 1,721
Change+364 (+21%)
Value$458.7K (-$25.3K)
Filed 2026-10-16
First National Bank Sioux Falls
DECREASED
Shares2,079 from 2,129
Change-50 (-2%)
Value$457.2K (-$77.1K)
Filed 2026-10-13
Peoples Bank
INCREASED
Shares2,070 from 2,002
Change+68 (+3%)
Value$455.3K (-$107.7K)
Filed 2026-10-26
Quantum Financial Advisors, LLC
DECREASED
Shares2,069 from 2,174
Change-105 (-5%)
Value$454.9K (-$156.3K)
Filed 2026-11-03
Cultivar Capital, Inc.
DECREASED
Shares2,067 from 6,062
Change-3,995 (-66%)
Value$454.6K (-$1.3M)
Filed 2026-10-14
Whelan Financial
INCREASED
Shares2,060 from 1,852
Change+208 (+11%)
Value$453.1K (-$67.9K)
Filed 2026-10-28
Nadler Financial Group, Inc.
INCREASED
Shares2,058 from 2,044
Change+14 (+1%)
Value$452.6K (-$122.2K)
Filed 2026-10-23
Vestia Personal Wealth Advisors
INCREASED
Shares2,051 from 1,538
Change+513 (+33%)
Value$451.1K (+$18.6K)
Filed 2026-10-20
Beverly Hills Private Wealth, LLC
INCREASED
Shares2,049 from 1,982
Change+67 (+3%)
Value$450.7K (-$106.6K)
Filed 2026-11-04
Huntleigh Advisors, Inc.
DECREASED
Shares2,047 from 5,347
Change-3,300 (-62%)
Value$450.3K (-$1.1M)
Filed 2026-11-03
Wedge Capital Management L L P
INCREASED
Shares2,046 from 1,942
Change+104 (+5%)
Value$450.0K (-$96.1K)
Filed 2026-10-13
Tandem Investment Partners LLC
INCREASED
Shares2,046 from 2,044
Change+2 (+0%)
Value$450.0K (-$124.8K)
Filed 2026-10-16
Financial Consulate, Inc
DECREASED
Shares2,043 from 2,146
Change-103 (-5%)
Value$449.3K (-$154.2K)
Filed 2026-10-23
Global Wealth Strategies & Associates
INCREASED
Shares2,036 from 1,842
Change+194 (+11%)
Value$447.8K (-$70.2K)
Filed 2026-10-02
Inlet Private Wealth, LLC
DECREASED
Shares2,030 from 2,040
Change-10 (0%)
Value$446.4K (-$127.2K)
Filed 2026-10-21
626 Financial, LLC
UNCHANGED
Shares2,028 from 2,028
Change0 (0%)
Value$446.0K (-$124.3K)
Filed 2026-11-04
CKW Financial Group
INCREASED
Shares2,024 from 1,983
Change+41 (+2%)
Value$457 (-$111)
Filed 2026-10-29
Hilltop National Bank
DECREASED
Shares2,016 from 8,847
Change-6,831 (-77%)
Value$443.4K (-$2.0M)
Filed 2026-10-14
Semus Wealth Partners LLC
INCREASED
Shares2,014 from 1,440
Change+574 (+40%)
Value$442.9K (+$37.9K)
Filed 2026-10-22
Denver PWM, LLC
UNCHANGED
Shares2,014 from 2,014
Change0 (0%)
Value$442.9K (-$29.0K)
Filed 2026-10-22
Shotwell Rutter Baer Inc
UNCHANGED
Shares2,002 from 2,002
Change0 (0%)
Value$440.2K (-$122.7K)
Filed 2026-10-14
Birinyi Associates Inc
DECREASED
Shares2,000 from 14,839
Change-12,839 (-87%)
Value$440.0K (-$3.7M)
Filed 2026-10-28
J. Derek Lewis & Associates Inc.
DECREASED
Shares1,999 from 2,180
Change-181 (-8%)
Value$439.7K (-$173.4K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares1,995 from 1,593
Change+402 (+25%)
Value$438.8K (-$9.2K)
Filed 2026-11-02
Mcdaniel Terry & Co
UNCHANGED
Shares1,988 from 1,988
Change0 (0%)
Value$437.2K (-$121.8K)
Filed 2026-11-05
Union Savings Bank
DECREASED
Shares1,985 from 2,037
Change-52 (-3%)
Value$436.6K (-$136.2K)
Filed 2026-10-14
Baker Tilly Wealth Management, LLC
INCREASED
Shares1,985 from 1,939
Change+46 (+2%)
Value$436.5K (-$108.8K)
Filed 2026-10-05
FCG Investment Co
DECREASED
Shares1,984 from 2,063
Change-79 (-4%)
Value$436.3K (-$143.8K)
Filed 2026-10-13
HCR Wealth Advisors
INCREASED
Shares1,982 from 1,891
Change+91 (+5%)
Value$435.9K (-$95.9K)
Filed 2026-10-15
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,982 from 1,982
Change0 (0%)
Value$435.9K (-$121.5K)
Filed 2026-10-30
Private Wealth Management Group, LLC
INCREASED
Shares1,968 from 1,870
Change+98 (+5%)
Value$432.8K (-$93.0K)
Filed 2026-10-19
Able Financial Group, LLC
INCREASED
Shares1,964 from 1,911
Change+53 (+3%)
Value$431.9K (-$105.4K)
Filed 2026-10-14
Beacon Financial Advisory LLC
INCREASED
Shares1,964 from 1,938
Change+26 (+1%)
Value$431.9K (-$113.1K)
Filed 2026-10-16
Lighthouse Financial LLC
INCREASED
Shares1,961 from 1,761
Change+200 (+11%)
Value$431.3K (-$63.9K)
Filed 2026-10-23
Canopy Partners, LLC
INCREASED
Shares1,953 from 1,389
Change+564 (+41%)
Value$429.5K (+$38.9K)
Filed 2026-10-28
Lazard Freres Gestion S.A.S.
DECREASED
Shares1,953 from 2,078
Change-125 (-6%)
Value$429.0K (-$155.0K)
Filed 2026-11-03
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares1,952 from 1,275
Change+677 (+53%)
Value$429.3K (+$70.8K)
Filed 2026-10-14
TruNorth Capital Management, LLC
INCREASED
Shares1,950 from 1,887
Change+63 (+3%)
Value$428.9K (-$101.8K)
Filed 2026-10-14
Cove Private Wealth, LLC
UNCHANGED
Shares1,949 from 1,949
Change0 (0%)
Value$428.6K (-$119.4K)
Filed 2026-10-28
West Wealth Group, LLC
DECREASED
Shares1,942 from 1,949
Change-7 (0%)
Value$427.1K (-$121.1K)
Filed 2026-10-14
1834 Investment Advisors Co
INCREASED
Shares1,939 from 1,626
Change+313 (+19%)
Value$426.4K (-$30.8K)
Filed 2026-10-16
Salomon & Ludwin, LLC
DECREASED
Shares1,935 from 2,455
Change-520 (-21%)
Value$425.6K (-$277.2K)
Filed 2026-10-29
Key Capital Management, Inc
INCREASED
Shares1,925 from 586
Change+1,339 (+229%)
Value$458.1K (+$293.3K)
Filed 2026-11-03
Prosperity Financial Group, Inc.
INCREASED
Shares1,922 from 1,834
Change+88 (+5%)
Value$422.8K (-$93.2K)
Filed 2026-10-29
Omni 360 Wealth, Inc.
INCREASED
Shares1,921 from 1,901
Change+20 (+1%)
Value$422.5K (-$112.0K)
Filed 2026-10-13
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares1,916 from 2,848
Change-932 (-33%)
Value$421.3K (-$379.6K)
Filed 2026-10-22
Prosperitas Financial LLC
INCREASED
Shares1,913 from 1,823
Change+90 (+5%)
Value$420.7K (-$92.0K)
Filed 2026-10-28
Versant Capital Management, Inc
DECREASED
Shares1,912 from 2,563
Change-651 (-25%)
Value$420.5K (-$300.2K)
Filed 2026-10-02
Challenger Wealth Management
INCREASED
Shares1,901 from 1,802
Change+99 (+5%)
Value$418.0K (-$88.8K)
Filed 2026-10-30
BOS Asset Management, LLC
DECREASED
Shares1,897 from 1,945
Change-48 (-2%)
Value$417.2K (-$129.7K)
Filed 2026-10-09
Macroview Investment Management LLC
INCREASED
Shares1,895 from 1,813
Change+82 (+5%)
Value$416.7K (-$93.2K)
Filed 2026-10-26
PFS Partners, LLC
INCREASED
Shares1,892 from 1,886
Change+6 (+0%)
Value$416.0K (-$114.3K)
Filed 2026-10-21
Coastline Trust Co
UNCHANGED
Shares1,891 from 1,891
Change0 (0%)
Value$415.9K (-$115.9K)
Filed 2026-10-01
Fragasso Financial Advisors Inc
DECREASED
Shares1,886 from 1,985
Change-99 (-5%)
Value$428.4K (-$129.7K)
Filed 2026-10-13
Asset Advisors Investment Management, LLC
DECREASED
Shares1,883 from 2,179
Change-296 (-14%)
Value$414.1K (-$198.6K)
Filed 2026-10-19
Acorn Financial Advisory Services Inc
INCREASED
Shares1,881 from 1,877
Change+4 (+0%)
Value$413.9K (-$114.0K)
Filed 2026-11-02
Bright Futures Wealth Management, Llc.
INCREASED
Shares1,879 from 1,683
Change+196 (+12%)
Value$413.2K (-$60.0K)
Filed 2026-10-23
Flagship Wealth Advisors, LLC
DECREASED
Shares1,867 from 2,762
Change-895 (-32%)
Value$410.6K (-$366.0K)
Filed 2026-11-03
Yanni & Associates Investment Advisors, LLC
UNCHANGED
Shares1,865 from 1,865
Change0 (0%)
Value$410.1K (-$114.3K)
Filed 2026-10-14
MPS Loria Financial Planners, LLC
INCREASED
Shares1,862 from 1,854
Change+8 (+0%)
Value$409.5K (-$111.8K)
Filed 2026-10-14
Green Ridge Wealth Planning LLC
DECREASED
Shares1,861 from 1,864
Change-3 (0%)
Value$409.4K (-$114.9K)
Filed 2026-10-08
Community Bank of Raymore
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$409.1K (-$114.0K)
Filed 2026-10-23
Presilium Private Wealth, LLC
DECREASED
Shares1,846 from 1,927
Change-81 (-4%)
Value$406.0K (-$135.9K)
Filed 2026-10-26
Nautilus Advisors LLC
DECREASED
Shares1,840 from 2,019
Change-179 (-9%)
Value$404.6K (-$175.9K)
Filed 2026-10-07
Landaas & Co
INCREASED
Shares1,838 from 1,836
Change+2 (+0%)
Value$404.3K (-$111.9K)
Filed 2026-10-29
Portside Wealth Group, LLC
DECREASED
Shares1,832 from 4,120
Change-2,288 (-56%)
Value$403.0K (-$755.6K)
Filed 2026-10-20
Brucke Financial, Inc.
INCREASED
Shares1,820 from 1,742
Change+78 (+4%)
Value$400.3K (-$89.6K)
Filed 2026-10-23
Kentucky Trust Co
INCREASED
Shares1,819 from 1,670
Change+149 (+9%)
Value$400.1K (-$69.6K)
Filed 2026-10-15
TCV Trust & Wealth Management, Inc.
DECREASED
Shares1,815 from 3,661
Change-1,846 (-50%)
Value$399.2K (-$630.3K)
Filed 2026-10-16
Great Diamond Partners, LLC
DECREASED
Shares1,813 from 1,815
Change-2 (0%)
Value$398.7K (-$111.7K)
Filed 2026-10-13
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares1,811 from 1,811
Change0 (0%)
Value$398.3K (-$111.0K)
Filed 2026-10-07
BAM Wealth Management, LLC
INCREASED
Shares1,810 from 1,254
Change+556 (+44%)
Value$398.1K (+$45.4K)
Filed 2026-10-15
Hilton Head Capital Partners, LLC
INCREASED
Shares1,810 from 1,706
Change+104 (+6%)
Value$398.2K (-$81.5K)
Filed 2026-10-23
Integras Partners LLC
DECREASED
Shares1,808 from 2,434
Change-626 (-26%)
Value$397.6K (-$286.8K)
Filed 2026-10-30
Hubbell Strickland Wealth Management, LLC
UNCHANGED
Shares1,804 from 1,804
Change0 (0%)
Value$396.8K (-$110.6K)
Filed 2026-10-29
Taylor Securities Services, Inc.
DECREASED
Shares1,803 from 2,354
Change-551 (-23%)
Value$396.5K (-$265.4K)
Filed 2026-10-20
Camden National Bank
INCREASED
Shares1,801 from 1,799
Change+2 (+0%)
Value$396.1K (-$109.8K)
Filed 2026-11-02
EdgeRock Capital LLC
INCREASED
Shares1,795 from 1,385
Change+410 (+30%)
Value$394.8K (+$5.2K)
Filed 2026-11-03
Central Valley Advisors, LLC
DECREASED
Shares1,794 from 3,052
Change-1,258 (-41%)
Value$394.6K (-$463.9K)
Filed 2026-10-27
Van Cleef Asset Management,Inc
UNCHANGED
Shares1,792 from 1,792
Change0 (0%)
Value$394.1K (-$109.8K)
Filed 2026-10-20
Triune Financial Partners, LLC
INCREASED
Shares1,791 from 1,768
Change+23 (+1%)
Value$393.9K (-$103.4K)
Filed 2026-11-03
Davis Investment Partners, LLC
DECREASED
Shares1,789 from 1,865
Change-76 (-4%)
Value$393.5K (-$130.8K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
DECREASED
Shares1,787 from 1,797
Change-10 (-1%)
Value$209.2K (-$100.0K)
Filed 2026-11-04
Fidato Wealth LLC
NEW
Shares1,782
Change+1,782
Value$391.9K
Filed 2026-10-13
Retirement Solution LLC
DECREASED
Shares1,777 from 1,839
Change-62 (-3%)
Value$390.8K (-$126.4K)
Filed 2026-10-27
Tranquility Partners, LLC
INCREASED
Shares1,777 from 1,724
Change+53 (+3%)
Value$390.9K (-$93.9K)
Filed 2026-10-20
Oak Thistle LLC
NEW
Shares1,776
Change+1,776
Value$390.6K
Filed 2026-10-21
Jamison Private Wealth Management, Inc.
UNCHANGED
Shares1,773 from 1,773
Change0 (0%)
Value$390.0K (-$108.5K)
Filed 2026-10-14
Montchanin Asset Management, LLC
UNCHANGED
Shares1,765 from 1,765
Change0 (0%)
Value$388.0K (-$108.0K)
Filed 2026-11-02
Commonwealth Financial Services, LLC
DECREASED
Shares1,764 from 2,946
Change-1,182 (-40%)
Value$388.0K (-$440.6K)
Filed 2026-10-20
Sutton Place Investors LLC
INCREASED
Shares1,763 from 1,608
Change+155 (+10%)
Value$387.7K (-$64.4K)
Filed 2026-10-20
Kozak & Associates, Inc.
INCREASED
Shares1,762 from 1,124
Change+638 (+57%)
Value$446.3K (+$124.6K)
Filed 2026-10-29
Private Management Group Inc
DECREASED
Shares1,760 from 1,761
Change-1 (0%)
Value$387.0K (-$108.1K)
Filed 2026-11-04
Mattern Wealth Management LLC
DECREASED
Shares1,759 from 1,769
Change-10 (-1%)
Value$386.9K (-$110.6K)
Filed 2026-11-04
Meridian Financial Partners LLC
INCREASED
Shares1,758 from 1,742
Change+16 (+1%)
Value$411.6K (+$43.7K)
Filed 2026-10-23
Petros Family Wealth, LLC
DECREASED
Shares1,757 from 1,795
Change-38 (-2%)
Value$386.4K (-$118.4K)
Filed 2026-10-28
WealthBridge Capital Management, LLC
INCREASED
Shares1,757 from 1,730
Change+27 (+2%)
Value$386.5K (-$100.0K)
Filed 2026-10-16
Hummer Financial Advisory Services Inc
DECREASED
Shares1,752 from 1,902
Change-150 (-8%)
Value$385.3K (-$149.5K)
Filed 2026-10-09
Fruth Investment Management
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$384 (-$108)
Filed 2026-10-13
Coerente Capital Management
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$384.9K (-$107.2K)
Filed 2026-10-29
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED
Shares1,749 from 1,749
Change0 (0%)
Value$384.7K (-$107.2K)
Filed 2026-10-29
Capstone Wealth Management Group, Inc.
DECREASED
Shares1,747 from 2,208
Change-461 (-21%)
Value$384.3K (-$236.7K)
Filed 2026-10-19
Kellett Wealth Advisors, LLC
INCREASED
Shares1,745 from 1,667
Change+78 (+5%)
Value$383.8K (-$85.0K)
Filed 2026-10-15
Greenwood Gearhart LLC
DECREASED
Shares1,743 from 3,151
Change-1,408 (-45%)
Value$383.3K (-$502.8K)
Filed 2026-11-02
Continuum Wealth Advisors, LLC
DECREASED
Shares1,734 from 2,334
Change-600 (-26%)
Value$381.5K (-$274.9K)
Filed 2026-10-20
Lazari Capital Management, Inc.
INCREASED
Shares1,734 from 1,301
Change+433 (+33%)
Value$381.4K (+$15.5K)
Filed 2026-10-20
Gradient Capital Advisors, LLC
DECREASED
Shares1,731 from 1,744
Change-13 (-1%)
Value$380.6K (-$109.8K)
Filed 2026-10-21
Wilkerson Advisory Group LLC
DECREASED
Shares1,727 from 1,758
Change-31 (-2%)
Value$379.8K (-$114.7K)
Filed 2026-10-20
Oakmont Investment Advisors, Inc.
INCREASED
Shares1,726 from 1,688
Change+38 (+2%)
Value$379.2K (-$95.1K)
Filed 2026-10-21
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares1,722 from 1,722
Change0 (0%)
Value$378.6K (-$105.5K)
Filed 2026-11-02
Cannon Financial Strategists, Inc.
UNCHANGED
Shares1,721 from 1,721
Change0 (0%)
Value$378.4K (-$105.4K)
Filed 2026-10-19
Mosley Wealth Management
INCREASED
Shares1,713 from 1,313
Change+400 (+30%)
Value$401.0K (+$31.9K)
Filed 2026-10-16
Capital Management Associates, Inc
INCREASED
Shares1,713 from 1,524
Change+189 (+12%)
Value$376.7K (-$51.8K)
Filed 2026-10-20
Eagle Bay Advisors LLC
DECREASED
Shares1,713 from 1,758
Change-45 (-3%)
Value$376.7K (-$117.6K)
Filed 2026-10-16
Southern Capital Advisors, LLC
INCREASED
Shares1,704 from 1,697
Change+7 (+0%)
Value$374.7K (-$102.6K)
Filed 2026-10-26
True Link Financial Advisors, LLC
DECREASED
Shares1,702 from 1,832
Change-130 (-7%)
Value$374.3K (-$140.9K)
Filed 2026-10-27
W.H. Cornerstone Investments Inc.
DECREASED
Shares1,702 from 1,717
Change-15 (-1%)
Value$374.3K (-$108.5K)
Filed 2026-11-03
Summit Securities Group LLC
INCREASED
Shares1,700 from 300
Change+1,400 (+467%)
Value$373.9K (+$289.5K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares1,693 from 1,688
Change+5 (+0%)
Value$372.3K (-$102.3K)
Filed 2026-10-28
DSG Capital Advisors, LLC
UNCHANGED
Shares1,693 from 1,693
Change0 (0%)
Value$372.3K (+$4.8K)
Filed 2026-11-05
Stableford Capital II LLC
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$371.7K (-$103.6K)
Filed 2026-10-09
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$371.7K (-$103.6K)
Filed 2026-10-27
Meridian Financial Advisors, LLC
UNCHANGED
Shares1,688 from 1,688
Change0 (0%)
Value$371.2K (-$103.4K)
Filed 2026-10-14
Cambridge Financial Group, LLC
UNCHANGED
Shares1,688 from 1,688
Change0 (0%)
Value$474.7K ($0)
Filed 2026-10-06
Garrett Wealth Advisory Group, LLC
DECREASED
Shares1,681 from 1,712
Change-31 (-2%)
Value$369.7K (-$111.7K)
Filed 2026-10-22
Cap Partners, LLC
DECREASED
Shares1,679 from 1,733
Change-54 (-3%)
Value$369.3K (-$118.2K)
Filed 2026-10-19
Clearwave Capital, LLC
INCREASED
Shares1,679 from 1,652
Change+27 (+2%)
Value$369.3K (-$95.2K)
Filed 2026-10-27
Nixon Peabody Trust Co
DECREASED
Shares1,668 from 1,805
Change-137 (-8%)
Value$366.8K (-$140.7K)
Filed 2026-10-23
Human Investing LLC
INCREASED
Shares1,668 from 1,533
Change+135 (+9%)
Value$366.9K (-$64.3K)
Filed 2026-10-19
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares1,666 from 1,666
Change0 (0%)
Value$366.5K (-$102.1K)
Filed 2026-10-27
Mccarter Private Wealth Services LLC
INCREASED
Shares1,665 from 1,301
Change+364 (+28%)
Value$366.2K (+$319)
Filed 2026-10-22
Milestone Asset Management Group, LLC
DECREASED
Shares1,664 from 1,681
Change-17 (-1%)
Value$366.0K (-$106.8K)
Filed 2026-10-20
Miramontes Capital, LLC
INCREASED
Shares1,662 from 1,661
Change+1 (+0%)
Value$365.5K (-$101.7K)
Filed 2026-10-19
MRA Advisory Group
INCREASED
Shares1,660 from 1,657
Change+3 (+0%)
Value$365.1K (-$100.8K)
Filed 2026-10-07
Southern Financial Group, LLC
INCREASED
Shares1,659 from 1,542
Change+117 (+8%)
Value$364.9K (-$68.7K)
Filed 2026-10-30
Evansbrook LLC
DECREASED
Shares1,657 from 1,727
Change-70 (-4%)
Value$364.4K (-$121.2K)
Filed 2026-10-16
Saxony Capital Management, LLC
DECREASED
Shares1,657 from 1,674
Change-17 (-1%)
Value$364.5K (-$106.3K)
Filed 2026-10-15
Townsend Asset Management Corp
DECREASED
Shares1,648 from 2,397
Change-749 (-31%)
Value$362.5K (-$311.6K)
Filed 2026-10-29
Hickory Point Bank & Trust
UNCHANGED
Shares1,645 from 1,645
Change0 (0%)
Value$361.8K (-$100.8K)
Filed 2026-10-01
Eagle Bluffs Wealth Management LLC
INCREASED
Shares1,644 from 1,576
Change+68 (+4%)
Value$361.6K (-$81.6K)
Filed 2026-10-20
Bucket List Wealth Management, LLC
INCREASED
Shares1,639 from 1,629
Change+10 (+1%)
Value$360.5K (-$97.6K)
Filed 2026-10-22
FAI Advisors, Inc.
DECREASED
Shares1,638 from 1,807
Change-169 (-9%)
Value$360.2K (-$147.9K)
Filed 2026-10-27
Ellis Investment Partners, LLC
INCREASED
Shares1,637 from 1,604
Change+33 (+2%)
Value$360.1K (-$91.0K)
Filed 2026-10-21
Aurora Private Wealth, Inc.
INCREASED
Shares1,633 from 1,553
Change+80 (+5%)
Value$359 (-$436.6K)
Filed 2026-10-20
Altus Wealth Group LLC
DECREASED
Shares1,632 from 1,665
Change-33 (-2%)
Value$358.9K (-$109.3K)
Filed 2026-10-20
Cottonwood Capital Advisors, LLC
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$358.5K (-$99.9K)
Filed 2026-10-20
Marathon Mission, Inc.
DECREASED
Shares1,627 from 2,260
Change-633 (-28%)
Value$357.8K (-$277.7K)
Filed 2026-10-01
Woodside Wealth Management LLC
UNCHANGED
Shares1,627 from 1,627
Change0 (0%)
Value$357.8K (-$99.7K)
Filed 2026-10-16
First Bank & Trust
NEW
Shares1,625
Change+1,625
Value$357.4K
Filed 2026-10-19
Jacobsen Capital Management
DECREASED
Shares1,622 from 1,795
Change-173 (-10%)
Value$356.7K (-$148.0K)
Filed 2026-10-27
Renasant Bank
NEW
Shares1,621
Change+1,621
Value$356.5K
Filed 2026-11-05
Canton Hathaway, LLC
UNCHANGED
Shares1,621 from 1,621
Change0 (0%)
Value$356.5K (-$99.3K)
Filed 2026-10-23
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares1,618 from 1,383
Change+235 (+17%)
Value$355.9K (-$33.0K)
Filed 2026-10-27
Guardian Wealth Advisors, LLC
INCREASED
Shares1,613 from 1,387
Change+226 (+16%)
Value$403.6K (+$13.6K)
Filed 2026-10-30
Sepio Capital, LP
DECREASED
Shares1,612 from 2,431
Change-819 (-34%)
Value$354.5K (-$329.1K)
Filed 2026-10-22
Prentiss Smith & Co Inc
INCREASED
Shares1,608 from 1,578
Change+30 (+2%)
Value$353.6K (-$90.1K)
Filed 2026-10-27
Lantern Wealth Advisors, LLC
DECREASED
Shares1,607 from 1,825
Change-218 (-12%)
Value$353.4K (-$159.8K)
Filed 2026-10-22
Sterling Financial Planning, Inc.
DECREASED
Shares1,603 from 1,667
Change-64 (-4%)
Value$352.5K (-$116.2K)
Filed 2026-10-28
Rise Advisors, LLC
DECREASED
Shares1,602 from 1,865
Change-263 (-14%)
Value$352.3K (-$172.1K)
Filed 2026-10-16
Burton Enright Welch
INCREASED
Shares1,601 from 1,190
Change+411 (+35%)
Value$352.2K (+$17.4K)
Filed 2026-11-04
Norway Savings Bank
UNCHANGED
Shares1,597 from 1,597
Change0 (0%)
Value$351.2K (-$97.9K)
Filed 2026-10-20
Amplius Wealth Advisors, LLC
DECREASED
Shares1,589 from 1,644
Change-55 (-3%)
Value$349.5K (-$112.8K)
Filed 2026-10-20
Atwater Malick LLC
INCREASED
Shares1,589 from 1,565
Change+24 (+2%)
Value$349.5K (-$90.6K)
Filed 2026-10-15
Evolution Wealth Management Inc.
INCREASED
Shares1,588 from 318
Change+1,270 (+399%)
Value$349.3K (+$259.9K)
Filed 2026-10-28
Brady Family Wealth, LLC
UNCHANGED
Shares1,588 from 1,588
Change0 (0%)
Value$349.2K (-$97.3K)
Filed 2026-11-02
Rochester Wealth Strategies, LLC
UNCHANGED
Shares1,586 from 1,586
Change0 (0%)
Value$348.8K (-$97.2K)
Filed 2026-11-03
Raleigh Capital Management Inc.
DECREASED
Shares1,585 from 1,606
Change-21 (-1%)
Value$348.6K (-$103.1K)
Filed 2026-10-28
Paladin Wealth, LLC
NEW
Shares1,579
Change+1,579
Value$347.2K
Filed 2026-10-23
Harold Davidson & Associates Inc.
UNCHANGED
Shares1,575 from 1,575
Change0 (0%)
Value$346.4K (-$96.5K)
Filed 2026-10-29
Retirement Guys Formula LLC
DECREASED
Shares1,571 from 1,578
Change-7 (0%)
Value$347.9K (-$90.6K)
Filed 2026-10-26
Asset Planning,Inc
INCREASED
Shares1,566 from 1,564
Change+2 (+0%)
Value$344.4K (-$95.5K)
Filed 2026-10-26
Buckhead Capital Management LLC
DECREASED
Shares1,563 from 1,663
Change-100 (-6%)
Value$343.8K (-$123.9K)
Filed 2026-11-03
Northwest Wealth Management, LLC
INCREASED
Shares1,559 from 1,455
Change+104 (+7%)
Value$343.0K (-$66.1K)
Filed 2026-10-30
Alchemi Wealth, LLC
DECREASED
Shares1,554 from 1,575
Change-21 (-1%)
Value$341.9K (-$101.2K)
Filed 2026-11-04
LJI Wealth Management, LLC
INCREASED
Shares1,549 from 1,149
Change+400 (+35%)
Value$340.7K (+$17.6K)
Filed 2026-10-28
ASL Financial, LLC
UNCHANGED
Shares1,548 from 1,548
Change0 (0%)
Value$340.5K (-$94.9K)
Filed 2026-10-15
Progressive Investment Management Corp
UNCHANGED
Shares1,548 from 1,548
Change0 (0%)
Value$340.5K (-$94.9K)
Filed 2026-10-26
Bright Financial Advisors, Inc.
DECREASED
Shares1,547 from 1,787
Change-240 (-13%)
Value$340.2K (-$162.3K)
Filed 2026-10-23
West Paces Advisors Inc.
INCREASED
Shares1,547 from 1,346
Change+201 (+15%)
Value$340.2K (-$38.3K)
Filed 2026-10-13
Golden State Wealth Management, LLC
DECREASED
Shares1,542 from 1,716
Change-174 (-10%)
Value$339.3K (-$143.4K)
Filed 2026-11-02
Greater Midwest Financial Group, LLC
INCREASED
Shares1,539 from 1,528
Change+11 (+1%)
Value$338.5K (-$91.3K)
Filed 2026-10-13
Integris Wealth Management, LLC
DECREASED
Shares1,538 from 1,855
Change-317 (-17%)
Value$338.3K (-$183.4K)
Filed 2026-10-14
Flynn Zito Capital Management, LLC
DECREASED
Shares1,535 from 1,600
Change-65 (-4%)
Value$337.6K (-$112.3K)
Filed 2026-11-04
Wingate Wealth Advisors, Inc.
INCREASED
Shares1,527 from 1,522
Change+5 (+0%)
Value$335.8K (-$92.2K)
Filed 2026-10-26
Baugh & Associates, LLC
UNCHANGED
Shares1,527 from 1,527
Change0 (0%)
Value$335.9K (-$93.6K)
Filed 2026-10-16
Tanager Wealth Management LLP
INCREASED
Shares1,526 from 1,436
Change+90 (+6%)
Value$335.6K (-$68.2K)
Filed 2026-10-19
RBA Wealth Management, LLC
NEW
Shares1,522
Change+1,522
Value$334.7K
Filed 2026-10-28
Fiduciary Financial Group, LLC
DECREASED
Shares1,521 from 1,525
Change-4 (0%)
Value$334.5K (-$94.3K)
Filed 2026-10-13
Kenora Financial, LLC
DECREASED
Shares1,515 from 1,715
Change-200 (-12%)
Value$333.2K (-$149.1K)
Filed 2026-10-20
Globalt Investments LLC / GA
DECREASED
Shares1,514 from 17,439
Change-15,925 (-91%)
Value$333.0K (-$4.6M)
Filed 2026-10-27
Meadow Creek Wealth Advisors LLC
DECREASED
Shares1,511 from 1,591
Change-80 (-5%)
Value$332.3K (-$115.1K)
Filed 2026-11-02
Private Wealth Partners, LLC
DECREASED
Shares1,509 from 1,636
Change-127 (-8%)
Value$331.9K (-$128.2K)
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,506 from 738
Change+768 (+104%)
Value$331.3K (+$123.7K)
Filed 2026-10-16
Legacy Advisors, LLC
DECREASED
Shares1,506 from 1,896
Change-390 (-21%)
Value$331.2K (-$201.9K)
Filed 2026-10-19
Financial Futures Ltd Liability Co.
DECREASED
Shares1,505 from 1,508
Change-3 (0%)
Value$331.0K (-$93.0K)
Filed 2026-10-13
Washington Trust Bank
INCREASED
Shares1,504 from 1,452
Change+52 (+4%)
Value$330.8K (-$77.5K)
Filed 2026-11-03
Kingsman Wealth Management, Inc.
INCREASED
Shares1,502 from 1,267
Change+235 (+19%)
Value$330.3K (-$26.0K)
Filed 2026-10-13
Stanley-Laman Group, Ltd.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$329.9K (-$91.9K)
Filed 2026-10-20
Gibson Wealth Advisors LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$329.9K (-$91.9K)
Filed 2026-10-20
Stone Summit Wealth LLC
UNCHANGED
Shares1,496 from 1,496
Change0 (0%)
Value$329.0K (-$91.7K)
Filed 2026-10-14
Noesis Capital Mangement Corp
DECREASED
Shares1,495 from 1,512
Change-17 (-1%)
Value$328.9K (-$96.4K)
Filed 2026-10-26
AGF Management LTD
DECREASED
Shares1,494 from 17,546
Change-16,052 (-91%)
Value$328.6K (-$4.6M)
Filed 2026-11-03
Windsor Capital Management, LLC
INCREASED
Shares1,490 from 1,443
Change+47 (+3%)
Value$327.8K (-$78.3K)
Filed 2026-10-13
Jacksonville Wealth Management, LLC
INCREASED
Shares1,485 from 1,483
Change+2 (+0%)
Value$326.5K (-$90.7K)
Filed 2026-10-30
Simplify Asset Management Inc.
DECREASED
Shares1,484 from 5,014
Change-3,530 (-70%)
Value$326.4K (-$1.1M)
Filed 2026-10-27
Penbrook Management LLC
INCREASED
Shares1,483 from 1,283
Change+200 (+16%)
Value$326.2K (-$34.6K)
Filed 2026-10-16
Primoris Wealth Advisors, LLC
INCREASED
Shares1,483 from 1,468
Change+15 (+1%)
Value$326.2K (-$86.7K)
Filed 2026-10-28
BetterWealth, LLC
NEW
Shares1,482
Change+1,482
Value$325.9K
Filed 2026-10-15
Guerra PAN Advisors, LLC
UNCHANGED
Shares1,478 from 1,478
Change0 (0%)
Value$349.4K (-$66.2K)
Filed 2026-10-26
Old Second National Bank of Aurora
INCREASED
Shares1,477 from 950
Change+527 (+55%)
Value$324.8K (+$57.7K)
Filed 2026-10-22
Invested Advisors
INCREASED
Shares1,467 from 1,447
Change+20 (+1%)
Value$322.6K (-$84.3K)
Filed 2026-10-23
Flagship Capital Management Inc.
INCREASED
Shares1,464 from 1,461
Change+3 (+0%)
Value$321.9K (-$89.1K)
Filed 2026-10-20
Willis Investment Counsel
DECREASED
Shares1,462 from 1,958
Change-496 (-25%)
Value$321.4K (-$229.3K)
Filed 2026-10-20
WJ Interests, LLC
UNCHANGED
Shares1,462 from 1,462
Change0 (0%)
Value$321.5K (-$89.6K)
Filed 2026-10-14
Foundation Resource Management Inc
DECREASED
Shares1,459 from 1,559
Change-100 (-6%)
Value$320.9K (-$117.5K)
Filed 2026-10-19
LeConte Wealth Management, LLC
DECREASED
Shares1,458 from 1,573
Change-115 (-7%)
Value$320.6K (-$121.8K)
Filed 2026-10-20
Rockline Wealth Management, LLC
UNCHANGED
Shares1,456 from 1,456
Change0 (0%)
Value$320.2K (-$89.2K)
Filed 2026-10-26
Community Financial Services Group, LLC
DECREASED
Shares1,455 from 1,656
Change-201 (-12%)
Value$328.3K (-$145.8K)
Filed 2026-10-15
Guardian Investment Management
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$318.9K (-$88.9K)
Filed 2026-10-23
Fortitude Family Office, LLC
INCREASED
Shares1,443 from 841
Change+602 (+72%)
Value$317.4K (+$80.9K)
Filed 2026-10-14
North Capital, Inc.
DECREASED
Shares1,439 from 1,496
Change-57 (-4%)
Value$332.2K (-$88.4K)
Filed 2026-10-16
Paulson Wealth Management Inc.
DECREASED
Shares1,439 from 1,493
Change-54 (-4%)
Value$316.5K (-$103.4K)
Filed 2026-11-02
Woodward Financial Advisors, Inc.
DECREASED
Shares1,432 from 1,437
Change-5 (0%)
Value$315.0K (-$89.1K)
Filed 2026-10-19
Lecap Asset Management LTD
NEW
Shares1,431
Change+1,431
Value$314.7K
Filed 2026-10-27
Aviso Wealth Management
DECREASED
Shares1,430 from 1,562
Change-132 (-8%)
Value$314.5K (-$124.8K)
Filed 2026-11-04
Maia Wealth LLC
DECREASED
Shares1,429 from 1,601
Change-172 (-11%)
Value$314.4K (-$135.8K)
Filed 2026-10-19
Fermata Advisors, LLC
INCREASED
Shares1,424 from 1,327
Change+97 (+7%)
Value$313.2K (-$60.0K)
Filed 2026-10-13
Banque de Luxembourg S.A.
NEW
Shares1,420
Change+1,420
Value$312.3K
Filed 2026-10-14
Gemmer Asset Management LLC
UNCHANGED
Shares1,412 from 1,412
Change0 (0%)
Value$310.4K (-$86.6K)
Filed 2026-10-16
Madrid Wealth Management, LLC
UNCHANGED
Shares1,412 from 1,412
Change0 (0%)
Value$310.5K (-$86.5K)
Filed 2026-10-23
Westover Capital Advisors, LLC
NEW
Shares1,408
Change+1,408
Value$309.7K
Filed 2026-10-26
Horizon Advisory Services, Inc.
DECREASED
Shares1,408 from 1,508
Change-100 (-7%)
Value$309.7K (-$114.4K)
Filed 2026-10-29
Richardson Financial Services Inc.
DECREASED
Shares1,403 from 1,505
Change-102 (-7%)
Value$308.6K (-$114.6K)
Filed 2026-10-30
Consolidated Capital Management, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$307.9K (-$85.8K)
Filed 2026-10-13
Marotta Asset Management
DECREASED
Shares1,399 from 1,547
Change-148 (-10%)
Value$307.6K (-$135.1K)
Filed 2026-10-02
Kooman & Associates
INCREASED
Shares1,399 from 1,376
Change+23 (+2%)
Value$307.7K (-$79.3K)
Filed 2026-10-21
Citrine Capital LLC
INCREASED
Shares1,397 from 1,372
Change+25 (+2%)
Value$307.2K (-$78.6K)
Filed 2026-10-14
RW Investment Management LLC
NEW
Shares1,395
Change+1,395
Value$306.8K
Filed 2026-11-03
Single Point Partners, LLC
UNCHANGED
Shares1,391 from 1,391
Change0 (0%)
Value$306.0K (-$85.2K)
Filed 2026-10-19
Wealth Alliance Advisory Group, LLC
DECREASED
Shares1,388 from 1,479
Change-91 (-6%)
Value$305.2K (-$110.7K)
Filed 2026-10-14
North Point Portfolio Managers Corp
INCREASED
Shares1,386 from 1,266
Change+120 (+9%)
Value$304.8K (-$51.2K)
Filed 2026-10-07
Successful Portfolios LLC
INCREASED
Shares1,386 from 1,346
Change+40 (+3%)
Value$307.4K (-$85.9K)
Filed 2026-10-09
Pinion Investment Advisors, LLC
UNCHANGED
Shares1,385 from 1,385
Change0 (0%)
Value$304.6K (-$84.9K)
Filed 2026-11-04
Ring Mountain Capital, LLC
INCREASED
Shares1,375 from 1,369
Change+6 (+0%)
Value$302.4K (-$82.6K)
Filed 2026-10-13
Thrive Capital Management, LLC
INCREASED
Shares1,366 from 1,265
Change+101 (+8%)
Value$300.3K (-$55.4K)
Filed 2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares1,362 from 836
Change+526 (+63%)
Value$299.6K (+$64.5K)
Filed 2026-10-20
Skyline Advisors, Inc.
DECREASED
Shares1,362 from 1,374
Change-12 (-1%)
Value$299.5K (-$86.7K)
Filed 2026-11-03
Matisse Capital
INCREASED
Shares1,361 from 1,013
Change+348 (+34%)
Value$299.3K (+$14.5K)
Filed 2026-10-29
Black Diamond Financial, LLC
INCREASED
Shares1,361 from 1,109
Change+252 (+23%)
Value$299.2K (-$12.7K)
Filed 2026-10-26
Cambridge Advisors Inc.
UNCHANGED
Shares1,360 from 1,360
Change0 (0%)
Value$299.1K (-$83.3K)
Filed 2026-10-19
JSF Financial, LLC
INCREASED
Shares1,359 from 1,116
Change+243 (+22%)
Value$298.9K (-$14.9K)
Filed 2026-10-22
Swmg, LLC
INCREASED
Shares1,355 from 1,303
Change+52 (+4%)
Value$341.6K (+$58.6K)
Filed 2026-10-23
Gutierrez Wealth Advisory, LLC
INCREASED
Shares1,352 from 1,340
Change+12 (+1%)
Value$297.4K (-$79.6K)
Filed 2026-11-02
Sonata Capital Group Inc
DECREASED
Shares1,350 from 2,060
Change-710 (-34%)
Value$296.9K (-$282.4K)
Filed 2026-10-19
Boyd Wealth Management, LLC
INCREASED
Shares1,348 from 1,339
Change+9 (+1%)
Value$296.5K (-$80.1K)
Filed 2026-10-20
55 North Private Wealth, LLC
DECREASED
Shares1,347 from 1,648
Change-301 (-18%)
Value$296.3K (-$167.2K)
Filed 2026-10-20
Intelligence Driven Advisers, LLC
INCREASED
Shares1,347 from 1,223
Change+124 (+10%)
Value$296.2K (-$47.7K)
Filed 2026-10-09
Armbruster Capital Management, Inc.
DECREASED
Shares1,347 from 1,440
Change-93 (-6%)
Value$296.2K (-$108.7K)
Filed 2026-10-19
American Institute for Advanced Investment Management, LLP
DECREASED
Shares1,342 from 1,557
Change-215 (-14%)
Value$295.1K (-$142.7K)
Filed 2026-11-03
Capstone Wealth Management, LLC
DECREASED
Shares1,339 from 1,382
Change-43 (-3%)
Value$294.5K (-$94.1K)
Filed 2026-11-02
Pacific Sage Partners, LLC
INCREASED
Shares1,337 from 1,280
Change+57 (+4%)
Value$294.0K (-$65.9K)
Filed 2026-10-21
Advisory Resource Group
DECREASED
Shares1,337 from 1,360
Change-23 (-2%)
Value$294.0K (-$88.4K)
Filed 2026-10-26
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares1,333 from 1,332
Change+1 (+0%)
Value$293.1K (-$81.4K)
Filed 2026-11-04
Fingerlakes Wealth Management, Inc.
DECREASED
Shares1,326 from 1,371
Change-45 (-3%)
Value$291.6K (-$93.9K)
Filed 2026-11-04
Financial Insights, Inc.
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$291.4K (-$81.2K)
Filed 2026-10-27
Walker Asset Management, LLC
INCREASED
Shares1,324 from 1,245
Change+79 (+6%)
Value$291.2K (-$59.0K)
Filed 2026-10-13
RVW Wealth, LLC
INCREASED
Shares1,321 from 1,218
Change+103 (+8%)
Value$290.5K (-$51.9K)
Filed 2026-10-06
CrossGen Wealth, LLC
UNCHANGED
Shares1,321 from 1,321
Change0 (0%)
Value$290.5K (-$81.0K)
Filed 2026-10-30
Blue Bell Private Wealth Management, LLC
DECREASED
Shares1,319 from 1,401
Change-82 (-6%)
Value$290.1K (-$103.9K)
Filed 2026-10-29
Stillwater Wealth Management Group
INCREASED
Shares1,318 from 915
Change+403 (+44%)
Value$289.9K (+$32.6K)
Filed 2026-10-21
Mitchell & Pahl Private Wealth, LLC
UNCHANGED
Shares1,318 from 1,318
Change0 (0%)
Value$289.9K (-$80.8K)
Filed 2026-10-14
Blankinship & Foster, LLC
INCREASED
Shares1,315 from 1,301
Change+14 (+1%)
Value$289.1K (-$76.8K)
Filed 2026-10-19
Veracity Capital LLC
INCREASED
Shares1,309 from 823
Change+486 (+59%)
Value$288.0K (+$56.4K)
Filed 2026-10-08
Ellsworth Advisors, LLC
INCREASED
Shares1,307 from 1,221
Change+86 (+7%)
Value$287.5K (+$29.7K)
Filed 2026-10-15
Eagle Wealth Advisors LLC
DECREASED
Shares1,306 from 1,327
Change-21 (-2%)
Value$287.2K (-$85.9K)
Filed 2026-10-20
Monument Capital Management
INCREASED
Shares1,299 from 965
Change+334 (+35%)
Value$285.7K (+$14.3K)
Filed 2026-10-09
Enzi Wealth
INCREASED
Shares1,298 from 1,288
Change+10 (+1%)
Value$299.4K (+$20.0K)
Filed 2026-10-14
Robinson Smith Wealth Advisors LLC
INCREASED
Shares1,294 from 1,044
Change+250 (+24%)
Value$284.6K (-$9.0K)
Filed 2026-10-22
Chemung Canal Trust Co
UNCHANGED
Shares1,289 from 1,289
Change0 (0%)
Value$283.5K (-$79.0K)
Filed 2026-11-04
World Equity Group, Inc.
DECREASED
Shares1,288 from 4,693
Change-3,405 (-73%)
Value$283.3K (-$1.0M)
Filed 2026-10-14
Weinberger Asset Management, Inc
INCREASED
Shares1,286 from 1,268
Change+18 (+1%)
Value$282.8K (-$756)
Filed 2026-10-28
Redwood Family Wealth LLC
NEW
Shares1,285
Change+1,285
Value$282.5K
Filed 2026-10-20
New Covenant Trust Company, N.A.
INCREASED
Shares1,285 from 1,113
Change+172 (+15%)
Value$282.6K (-$30.4K)
Filed 2026-10-08
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares1,283 from 600
Change+683 (+114%)
Value$282.0K (+$113.0K)
Filed 2026-11-02
Gibson Capital, LLC
DECREASED
Shares1,283 from 1,572
Change-289 (-18%)
Value$282.2K (-$160.0K)
Filed 2026-10-23
Carter Financial Group, Inc.
DECREASED
Shares1,279 from 1,468
Change-189 (-13%)
Value$281.2K (-$131.8K)
Filed 2026-10-21
Canvas Wealth Advisors, LLC
DECREASED
Shares1,276 from 1,553
Change-277 (-18%)
Value$329.6K (-$107.1K)
Filed 2026-11-02
Willow Creek Wealth Management Inc.
DECREASED
Shares1,271 from 1,300
Change-29 (-2%)
Value$279.5K (-$86.0K)
Filed 2026-10-26
Canandaigua National Trust Co of Florida
NEW
Shares1,269
Change+1,269
Value$279.1K
Filed 2026-10-07
BCS Wealth Management
DECREASED
Shares1,269 from 1,309
Change-40 (-3%)
Value$279.0K (-$89.0K)
Filed 2026-11-03
Tred Avon Family Wealth, LLC
DECREASED
Shares1,263 from 3,314
Change-2,051 (-62%)
Value$277.8K (-$654.2K)
Filed 2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED
Shares1,263 from 1,502
Change-239 (-16%)
Value$277.8K (-$144.5K)
Filed 2026-11-04
Fiduciary Family Office, LLC
DECREASED
Shares1,259 from 1,277
Change-18 (-1%)
Value$276.8K (-$82.4K)
Filed 2026-11-04
WealthPoint Financial, LLC
INCREASED
Shares1,258 from 1,156
Change+102 (+9%)
Value$276.7K (-$48.4K)
Filed 2026-11-03
Carolina Wealth Management Inc
DECREASED
Shares1,249 from 1,250
Change-1 (0%)
Value$274.7K (-$76.8K)
Filed 2026-10-29
RIA Advisory Group LLC
DECREASED
Shares1,247 from 1,809
Change-562 (-31%)
Value$274.2K (-$234.7K)
Filed 2026-10-15
Westside Investment Management, Inc.
INCREASED
Shares1,247 from 1,117
Change+130 (+12%)
Value$275.2K (-$38.9K)
Filed 2026-11-02
NavPoint Financial, Inc.
UNCHANGED
Shares1,247 from 1,247
Change0 (0%)
Value$274.3K (-$76.4K)
Filed 2026-10-21
Guardian Asset Advisors, LLC
INCREASED
Shares1,232 from 1,231
Change+1 (+0%)
Value$271.0K (-$75.2K)
Filed 2026-10-16
Center For Asset Management LLC
INCREASED
Shares1,229 from 936
Change+293 (+31%)
Value$270.2K (+$6.9K)
Filed 2026-10-16
Chapman Financial Group, LLC
UNCHANGED
Shares1,229 from 1,229
Change0 (0%)
Value$270.3K (-$75.3K)
Filed 2026-10-26
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares1,227 from 1,227
Change0 (0%)
Value$309.3K (-$35.7K)
Filed 2026-10-29
Leslie Global Wealth, LLC
DECREASED
Shares1,226 from 1,339
Change-113 (-8%)
Value$269.6K (-$106.9K)
Filed 2026-10-26
Lincoln Capital LLC
DECREASED
Shares1,222 from 1,229
Change-7 (-1%)
Value$268.8K (-$76.9K)
Filed 2026-10-09
Gill Capital Partners, LLC
DECREASED
Shares1,220 from 1,320
Change-100 (-8%)
Value$268.3K (-$102.9K)
Filed 2026-10-13
Motive Wealth Advisors
DECREASED
Shares1,220 from 1,312
Change-92 (-7%)
Value$268.3K (-$100.6K)
Filed 2026-10-26
Trilogy Capital Inc.
DECREASED
Shares1,218 from 1,560
Change-342 (-22%)
Value$267.9K (-$170.8K)
Filed 2026-10-20
Northern Capital Management, Inc.
INCREASED
Shares1,215 from 1,163
Change+52 (+4%)
Value$267.1K (-$60.0K)
Filed 2026-11-05
Smithbridge Asset Management Inc
UNCHANGED
Shares1,213 from 1,213
Change0 (0%)
Value$266.8K (-$74.3K)
Filed 2026-10-19
Strata Wealth Advisors, LLC
DECREASED
Shares1,206 from 1,271
Change-65 (-5%)
Value$265.3K (-$92.2K)
Filed 2026-10-16
Financial Security Advisor, Inc.
DECREASED
Shares1,205 from 2,243
Change-1,038 (-46%)
Value$265.0K (-$365.8K)
Filed 2026-11-03
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares1,204 from 1,200
Change+4 (+0%)
Value$264.8K (-$72.7K)
Filed 2026-10-07
Neumann Capital Management, LLC
NEW
Shares1,203
Change+1,203
Value$264.6K
Filed 2026-10-15
Spectrum Asset Management, Inc. (NB )
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$263.9K (-$73.5K)
Filed 2026-10-19
OAK Family Advisors, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$263.9K (-$73.5K)
Filed 2026-10-19
Factor Wealth Management LTD
DECREASED
Shares1,198 from 1,299
Change-101 (-8%)
Value$263.5K (-$101.8K)
Filed 2026-10-08
S.A. Mason LLC
UNCHANGED
Shares1,197 from 1,197
Change0 (0%)
Value$263.3K (-$73.4K)
Filed 2026-10-13
Biltmore Wealth Management, LLC
INCREASED
Shares1,196 from 1,188
Change+8 (+1%)
Value$263.1K (-$70.9K)
Filed 2026-10-09
Encompass More Asset Management
INCREASED
Shares1,185 from 1,099
Change+86 (+8%)
Value$260.5K (-$48.7K)
Filed 2026-10-16
Hopwood Financial Services, Inc.
UNCHANGED
Shares1,182 from 1,182
Change0 (0%)
Value$260.0K (-$72.4K)
Filed 2026-10-29
Shoker Investment Counsel, Inc.
INCREASED
Shares1,181 from 1,153
Change+28 (+2%)
Value$259.8K (-$64.7K)
Filed 2026-11-04
Sterling Investment Counsel, LLC
DECREASED
Shares1,176 from 1,408
Change-232 (-16%)
Value$258.6K (-$137.3K)
Filed 2026-10-19
Latitude Advisors, LLC
DECREASED
Shares1,176 from 1,192
Change-16 (-1%)
Value$258.7K (-$76.6K)
Filed 2026-10-27
Flower City Capital
DECREASED
Shares1,174 from 1,514
Change-340 (-22%)
Value$258.2K (-$167.6K)
Filed 2026-10-15
Regatta Capital Group, LLC
INCREASED
Shares1,174 from 945
Change+229 (+24%)
Value$258.1K (-$7.5K)
Filed 2026-10-23
Johnson Bixby & Associates, LLC
UNCHANGED
Shares1,171 from 1,171
Change0 (0%)
Value$257.6K (-$71.8K)
Filed 2026-10-14
Wespac Advisors, LLC
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$257.3K (-$71.7K)
Filed 2026-10-26
Carota Wealth Management
NEW
Shares1,168
Change+1,168
Value$256.9K
Filed 2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares1,155 from 1,155
Change0 (0%)
Value$254.0K (-$70.8K)
Filed 2026-10-15
Navigation Group, LLC
UNCHANGED
Shares1,154 from 1,154
Change0 (0%)
Value$253.8K (-$70.7K)
Filed 2026-10-28
KG Capital Management
DECREASED
Shares1,153 from 1,225
Change-72 (-6%)
Value$253.7K (-$90.9K)
Filed 2026-10-15
Liberty Capital Management, Inc.
DECREASED
Shares1,151 from 1,224
Change-73 (-6%)
Value$253.1K (-$91.1K)
Filed 2026-11-02
Clayton Financial Group LLC
INCREASED
Shares1,150 from 1,100
Change+50 (+5%)
Value$252.9K (-$56.4K)
Filed 2026-10-13
Searcy Financial Services Inc
UNCHANGED
Shares1,148 from 1,148
Change0 (0%)
Value$252.5K (-$70.3K)
Filed 2026-10-07
Connecticut Capital Management Group, LLC
DECREASED
Shares1,146 from 1,164
Change-18 (-2%)
Value$252.0K (-$75.3K)
Filed 2026-10-29
Innovative Wealth Building LLC
NEW
Shares1,144
Change+1,144
Value$251.6K
Filed 2026-10-14
PUREfi Wealth, LLC
DECREASED
Shares1,144 from 1,185
Change-41 (-3%)
Value$251.6K (-$81.6K)
Filed 2026-10-19
Cypress Financial Planning LLC
INCREASED
Shares1,142 from 1,122
Change+20 (+2%)
Value$251.1K (-$64.3K)
Filed 2026-10-09
Hohimer Wealth Management, LLC
DECREASED
Shares1,139 from 1,191
Change-52 (-4%)
Value$250.5K (-$84.4K)
Filed 2026-11-04
Stone House Investment Management, LLC
INCREASED
Shares1,137 from 643
Change+494 (+77%)
Value$250.1K (+$69.2K)
Filed 2026-10-23
Traveka Wealth, LLC
INCREASED
Shares1,136 from 1,087
Change+49 (+5%)
Value$249.9K (-$55.9K)
Filed 2026-10-19
Iron Financial LLC
DECREASED
Shares1,134 from 1,258
Change-124 (-10%)
Value$249.4K (-$104.2K)
Filed 2026-10-23
Compass Wealth Management LLC
INCREASED
Shares1,130 from 835
Change+295 (+35%)
Value$248.5K (+$13.7K)
Filed 2026-10-22
N10 Wealth, LLC
NEW
Shares1,127
Change+1,127
Value$247.9K
Filed 2026-10-14
Baker Boyer National Bank
DECREASED
Shares1,127 from 1,784
Change-657 (-37%)
Value$247.9K (-$253.8K)
Filed 2026-11-05
Cadinha & Co LLC
DECREASED
Shares1,127 from 1,297
Change-170 (-13%)
Value$247.9K (-$116.9K)
Filed 2026-10-22
Woodstock Corp
DECREASED
Shares1,127 from 1,177
Change-50 (-4%)
Value$247.9K (-$83.1K)
Filed 2026-10-13
Well Done, LLC
INCREASED
Shares1,126 from 994
Change+132 (+13%)
Value$247.6K (-$31.9K)
Filed 2026-10-20
Define Financial, LLC
INCREASED
Shares1,122 from 999
Change+123 (+12%)
Value$246.8K (-$34.1K)
Filed 2026-10-14
Heck Capital Advisors, LLC
INCREASED
Shares1,118 from 993
Change+125 (+13%)
Value$245.9K (-$33.4K)
Filed 2026-10-14
ShankerValleau Wealth Advisors, Inc.
INCREASED
Shares1,115 from 1,035
Change+80 (+8%)
Value$245.2K (-$45.8K)
Filed 2026-10-16
Baer Investment Advisory LLC
DECREASED
Shares1,113 from 10,956
Change-9,843 (-90%)
Value$244.8K (-$2.9M)
Filed 2026-10-13
Emerald Advisors, LLC
DECREASED
Shares1,113 from 1,245
Change-132 (-11%)
Value$244.7K (-$105.3K)
Filed 2026-10-13
Total Wealth Planning & Management, Inc.
UNCHANGED
Shares1,112 from 1,112
Change0 (0%)
Value$244.6K (-$68.1K)
Filed 2026-10-23
Veery Capital, LLC
UNCHANGED
Shares1,111 from 1,111
Change0 (0%)
Value$244.3K (-$68.1K)
Filed 2026-10-07
SFM, LLC d/b/a Sweeney Financial Advisors
NEW
Shares1,110
Change+1,110
Value$244.1K
Filed 2026-10-14
GF Fund Management Co. Ltd.
UNCHANGED
Shares1,103 from 1,103
Change0 (0%)
Value$242.6K (-$67.6K)
Filed 2026-10-26
Baron Wealth Management LLC
DECREASED
Shares1,102 from 1,603
Change-501 (-31%)
Value$242.4K (-$208.4K)
Filed 2026-10-27
Outlook Wealth Advisors, LLC
UNCHANGED
Shares1,102 from 1,102
Change0 (0%)
Value$242.4K (-$67.5K)
Filed 2026-10-28
Blue Fin Capital, Inc.
UNCHANGED
Shares1,101 from 1,101
Change0 (0%)
Value$242.1K (-$67.5K)
Filed 2026-10-28
Carnegie Lake Advisors LLC
DECREASED
Shares1,100 from 5,121
Change-4,021 (-79%)
Value$1.1M (-$313.8K)
Filed 2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED
Shares1,100 from 2,100
Change-1,000 (-48%)
Value$241.9K (-$348.6K)
Filed 2026-11-02
Kestra Investment Management, LLC
INCREASED
Shares1,096 from 776
Change+320 (+41%)
Value$241.0K (+$22.7K)
Filed 2026-11-04
Clear Wave Wealth Management LLC
DECREASED
Shares1,093 from 1,114
Change-21 (-2%)
Value$240.4K (-$72.9K)
Filed 2026-11-04
Sensible Money, LLC
INCREASED
Shares1,092 from 951
Change+141 (+15%)
Value$240.2K (-$27.3K)
Filed 2026-10-20
Sharper & Granite LLC
INCREASED
Shares1,090 from 950
Change+140 (+15%)
Value$264.2K (-$2.9K)
Filed 2026-11-02
ADE, LLC
DECREASED
Shares1,090 from 1,092
Change-2 (0%)
Value$239.7K (-$67.4K)
Filed 2026-10-29
Samalin Investment Counsel, LLC
INCREASED
Shares1,087 from 1,082
Change+5 (+0%)
Value$239.0K (-$65.2K)
Filed 2026-10-23
Argus Investors' Counsel, Inc.
DECREASED
Shares1,085 from 1,793
Change-708 (-39%)
Value$238.6K (-$265.6K)
Filed 2026-10-09
Pettinga Financial Advisors LLC
DECREASED
Shares1,084 from 1,090
Change-6 (-1%)
Value$238.3K (-$68.2K)
Filed 2026-10-13
LifeWealth Investments, LLC
INCREASED
Shares1,083 from 1,069
Change+14 (+1%)
Value$238.2K (-$62.4K)
Filed 2026-10-21
First Merchants Corp
DECREASED
Shares1,081 from 1,089
Change-8 (-1%)
Value$237.7K (-$68.5K)
Filed 2026-10-15
Milestones Private Investment Advisors LLC
UNCHANGED
Shares1,079 from 1,079
Change0 (0%)
Value$237.3K (-$66.1K)
Filed 2026-10-19
Heartwood Wealth Advisors LLC
INCREASED
Shares1,075 from 947
Change+128 (+14%)
Value$236.4K (-$29.9K)
Filed 2026-10-05
Master's Wealth Management Inc.
INCREASED
Shares1,072 from 1,069
Change+3 (+0%)
Value$235.8K (-$64.8K)
Filed 2026-10-22
Hudson Capital Management LLC
DECREASED
Shares1,071 from 1,626
Change-555 (-34%)
Value$235.5K (-$221.7K)
Filed 2026-10-20
Elmwood Wealth Management, Inc.
DECREASED
Shares1,071 from 1,365
Change-294 (-22%)
Value$235.6K (-$148.3K)
Filed 2026-10-14
Financial Harvest, LLC
INCREASED
Shares1,065 from 944
Change+121 (+13%)
Value$234.3K (-$31.3K)
Filed 2026-10-15
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares1,065 from 1,036
Change+29 (+3%)
Value$234.0K (-$57.0K)
Filed 2026-11-04
Kelsey Financial, LLC
INCREASED
Shares1,064 from 1,002
Change+62 (+6%)
Value$234.0K (-$47.8K)
Filed 2026-10-28
Gordian Advisors LLC
INCREASED
Shares1,064 from 1,061
Change+3 (+0%)
Value$234.0K (-$64.3K)
Filed 2026-10-30
Cadent Capital Advisors, LLC
DECREASED
Shares1,061 from 1,173
Change-112 (-10%)
Value$233.5K (-$96.5K)
Filed 2026-10-09
Abacus Wealth Partners, LLC
DECREASED
Shares1,057 from 1,189
Change-132 (-11%)
Value$232.5K (-$101.9K)
Filed 2026-11-03
TrinityBridge Ltd
UNCHANGED
Shares1,053 from 1,053
Change0 (0%)
Value$232.0K (-$64.0K)
Filed 2026-10-30
Braun-Bostich & Associates Inc.
INCREASED
Shares1,052 from 957
Change+95 (+10%)
Value$231.4K (-$37.8K)
Filed 2026-10-20
MKT Advisors LLC
UNCHANGED
Shares1,052 from 1,052
Change0 (0%)
Value$238.3K (-$83.6K)
Filed 2026-10-20
HighRoad Wealth Advisors, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$230.9K (-$64.3K)
Filed 2026-10-14
Birch Financial Group, LLC
DECREASED
Shares1,047 from 1,829
Change-782 (-43%)
Value$230.3K (-$284.1K)
Filed 2026-10-27
PCG Asset Management, LLC
INCREASED
Shares1,045 from 790
Change+255 (+32%)
Value$229.9K (+$7.8K)
Filed 2026-11-05
Sigma Investment Counselors Inc
DECREASED
Shares1,043 from 1,284
Change-241 (-19%)
Value$229.4K (-$131.7K)
Filed 2026-10-27
Archer Investment Corp
DECREASED
Shares1,038 from 1,236
Change-198 (-16%)
Value$228.2K (-$119.3K)
Filed 2026-11-05
Williams Financial, LLC
INCREASED
Shares1,033 from 941
Change+92 (+10%)
Value$227.2K (-$37.4K)
Filed 2026-10-19
Marathon Strategic Advisors, LLC
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$227.2K (-$63.3K)
Filed 2026-10-20
Asio Capital, LLC
DECREASED
Shares1,030 from 13,639
Change-12,609 (-92%)
Value$226.5K (-$3.6M)
Filed 2026-10-19
TradeWell Securities, Llc.
DECREASED
Shares1,030 from 1,034
Change-4 (0%)
Value$226.4K (-$64.4K)
Filed 2026-10-21
McHugh Group, LLC
UNCHANGED
Shares1,029 from 1,029
Change0 (0%)
Value$226.3K (-$63.1K)
Filed 2026-10-19
Reap Financial Group, LLC
INCREASED
Shares1,027 from 858
Change+169 (+20%)
Value$225.9K (-$15.3K)
Filed 2026-11-02
Colton Groome Financial Advisors, LLC
INCREASED
Shares1,026 from 1,023
Change+3 (+0%)
Value$225.7K (-$62.0K)
Filed 2026-10-06
Augustine Asset Management Inc
NEW
Shares1,025
Change+1,025
Value$225.4K
Filed 2026-10-13
Gerald Baker Financial Group LLC
INCREASED
Shares1,018 from 897
Change+121 (+13%)
Value$223.9K (-$28.3K)
Filed 2026-10-09
Echo45 Advisors LLC
NEW
Shares1,017
Change+1,017
Value$223.6K
Filed 2026-10-07
Founders Grove Wealth Partners, LLC
INCREASED
Shares1,016 from 839
Change+177 (+21%)
Value$223.4K (-$12.5K)
Filed 2026-10-16
Howard Wealth Management, LLC
UNCHANGED
Shares1,014 from 1,014
Change0 (0%)
Value$223.2K (-$61.9K)
Filed 2026-10-28
Pacific Capital Wealth Advisors, Inc.
UNCHANGED
Shares1,014 from 1,014
Change0 (0%)
Value$223.0K (-$62.1K)
Filed 2026-10-22
Mainsail Asset Management, LLC
DECREASED
Shares1,013 from 1,048
Change-35 (-3%)
Value$224.1K (+$1.2K)
Filed 2026-10-14
Doliver Advisors, LP
DECREASED
Shares1,010 from 1,035
Change-25 (-2%)
Value$222.1K (-$68.9K)
Filed 2026-10-01
Financial Solutions Advisory Group, Inc.
NEW
Shares1,008
Change+1,008
Value$234.0K
Filed 2026-10-28
Finer Wealth Management, Inc.
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$220.8K (-$61.5K)
Filed 2026-10-16
Holland Advisory Services, Inc.
DECREASED
Shares1,001 from 1,025
Change-24 (-2%)
Value$220.2K (-$67.9K)
Filed 2026-10-26
Torrey Growth & Income Advisors
DECREASED
Shares1,000 from 3,530
Change-2,530 (-72%)
Value$220.4K (-$763.0K)
Filed 2026-11-04
Lynch Investment Planning, LLC
INCREASED
Shares1,000 from 993
Change+7 (+1%)
Value$219.9K (-$59.4K)
Filed 2026-10-27
Cobblestone Asset Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$219.9K (-$61.3K)
Filed 2026-10-13
Atlas Wealth Partners, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$219.9K (-$61.3K)
Filed 2026-11-03
Zega Investments, LLC
DECREASED
Shares999 from 1,531
Change-532 (-35%)
Value$219.7K (-$210.8K)
Filed 2026-11-04
Clarus Group, Inc.
INCREASED
Shares999 from 992
Change+7 (+1%)
Value$219.8K (-$59.2K)
Filed 2026-10-21
Independence Wealth Advisors, LLC
UNCHANGED
Shares999 from 999
Change0 (0%)
Value$219.7K (-$61.2K)
Filed 2026-10-29
Piedmont Capital Management, LLC
DECREASED
Shares997 from 1,122
Change-125 (-11%)
Value$219.3K (-$96.2K)
Filed 2026-10-21
Redhawk Wealth Advisors, Inc.
INCREASED
Shares997 from 876
Change+121 (+14%)
Value$219.2K (-$27.2K)
Filed 2026-10-14
Souders Financial Advisors
DECREASED
Shares996 from 4,947
Change-3,951 (-80%)
Value$219.1K (-$1.2M)
Filed 2026-11-03
Precedent Wealth Partners, LLC
DECREASED
Shares995 from 2,269
Change-1,274 (-56%)
Value$218.8K (-$419.4K)
Filed 2026-10-21
Atlas Private Wealth Advisors
DECREASED
Shares995 from 1,010
Change-15 (-1%)
Value$218.9K (-$65.3K)
Filed 2026-10-23
4Wealth Advisors, Inc.
DECREASED
Shares994 from 2,587
Change-1,593 (-62%)
Value$218.7K (-$500.4K)
Filed 2026-10-13
Edgemoor Investment Advisors, Inc.
INCREASED
Shares993 from 989
Change+4 (+0%)
Value$218.4K (-$59.7K)
Filed 2026-11-03
Crane Advisory, LLC
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$220.0K (+$2.5K)
Filed 2026-10-13
Shepherd Financial Partners LLC
DECREASED
Shares992 from 1,071
Change-79 (-7%)
Value$218.2K (-$83.0K)
Filed 2026-11-03
Aspen Wealth Management LLC
INCREASED
Shares992 from 990
Change+2 (+0%)
Value$218.2K (-$60.4K)
Filed 2026-10-14
Journey Retirement Planning & Investment Management LLC
DECREASED
Shares986 from 2,060
Change-1,074 (-52%)
Value$217.1K (-$362.4K)
Filed 2026-10-09
Orca Wealth Management, LLC
UNCHANGED
Shares984 from 984
Change0 (0%)
Value$216.5K (-$60.2K)
Filed 2026-10-14
Integrated Wealth Management
INCREASED
Shares983 from 979
Change+4 (+0%)
Value$216.3K (-$58.9K)
Filed 2026-10-19
Aufman Associates Inc
DECREASED
Shares981 from 1,062
Change-81 (-8%)
Value$215.8K (-$82.9K)
Filed 2026-11-04
Miller Global Investments, LLC
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$215.8K (-$60.1K)
Filed 2026-10-02
Perryman Financial Advisory Inc
INCREASED
Shares977 from 957
Change+20 (+2%)
Value$214.9K (-$54.2K)
Filed 2026-10-16
Peak Financial Management, Inc.
UNCHANGED
Shares977 from 977
Change0 (0%)
Value$214.9K (-$59.9K)
Filed 2026-10-16
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares977 from 977
Change0 (0%)
Value$274.7K ($0)
Filed 2026-11-03
Bellecapital International Ltd.
NEW
Shares972
Change+972
Value$213.8K
Filed 2026-10-21
Lakeshore Financial Planning, Inc.
INCREASED
Shares972 from 970
Change+2 (+0%)
Value$213.8K (-$59.1K)
Filed 2026-10-13
MinichMacGregor Wealth Management, LLC
DECREASED
Shares970 from 1,006
Change-36 (-4%)
Value$213.5K (-$69.6K)
Filed 2026-10-14
Pinkerton Wealth, LLC
DECREASED
Shares969 from 987
Change-18 (-2%)
Value$213.2K (-$26.2K)
Filed 2026-10-29
Red Mountain Financial, LLC
INCREASED
Shares965 from 963
Change+2 (+0%)
Value$212.1K (-$58.7K)
Filed 2026-11-03
Cherrydale Wealth Management, LLC
DECREASED
Shares963 from 968
Change-5 (-1%)
Value$211.8K (-$60.2K)
Filed 2026-10-20
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares963 from 961
Change+2 (+0%)
Value$211.8K (-$58.5K)
Filed 2026-10-29
Discipline Wealth Solutions, LLC
DECREASED
Shares960 from 971
Change-11 (-1%)
Value$211.1K (-$61.9K)
Filed 2026-10-14
Roberts Wealth Advisors, LLC
UNCHANGED
Shares957 from 957
Change0 (0%)
Value$210.5K (-$58.6K)
Filed 2026-10-14
Blackston Financial Advisory Group, LLC
DECREASED
Shares955 from 1,100
Change-145 (-13%)
Value$210.1K (-$99.1K)
Filed 2026-11-04
Wright Wealth LLC
DECREASED
Shares955 from 956
Change-1 (0%)
Value$210.1K (-$58.8K)
Filed 2026-10-29
Consilium Wealth Advisory, LLC
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$210.0K (-$58.5K)
Filed 2026-10-14
Richardson Capital Management LLC
UNCHANGED
Shares952 from 952
Change0 (0%)
Value$209.4K (-$58.3K)
Filed 2026-10-23
Barlow Wealth Partners, LLC
INCREASED
Shares948 from 839
Change+109 (+13%)
Value$209.8K (-$43.6K)
Filed 2026-10-15
Allegiance Financial Group Advisory Services LLC
NEW
Shares947
Change+947
Value$208.2K
Filed 2026-11-02
Maryland Capital Advisors Inc.
UNCHANGED
Shares946 from 946
Change0 (0%)
Value$208.1K (-$58.0K)
Filed 2026-10-15
Centurion Wealth Management LLC
DECREASED
Shares945 from 1,006
Change-61 (-6%)
Value$207.8K (-$75.1K)
Filed 2026-10-13
Euro Pacific Asset Management, LLC
INCREASED
Shares944 from 921
Change+23 (+3%)
Value$207.6K (+$202.1K)
Filed 2026-11-03
Warren Street Wealth Advisors, LLC
DECREASED
Shares943 from 999
Change-56 (-6%)
Value$207.4K (-$73.5K)
Filed 2026-11-04
Shariaportfolio, Inc.
DECREASED
Shares941 from 1,152
Change-211 (-18%)
Value$206.8K (-$117.0K)
Filed 2026-10-20
Stronghold Wealth Management L.L.C.
INCREASED
Shares941 from 903
Change+38 (+4%)
Value$207.0K (-$47.0K)
Filed 2026-10-16
Hardin Capital Partners, LLC
NEW
Shares940
Change+940
Value$206.8K
Filed 2026-10-09
GoalFusion Wealth Management, LLC
INCREASED
Shares940 from 834
Change+106 (+13%)
Value$206.7K (-$27.8K)
Filed 2026-10-06
Shore Point Advisors, LLC
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$206.9K (-$57.7K)
Filed 2026-10-14
Succession Financial, Inc.
DECREASED
Shares938 from 1,280
Change-342 (-27%)
Value$206.2K (-$153.6K)
Filed 2026-10-14
Pennsylvania Capital Management Inc
INCREASED
Shares937 from 935
Change+2 (+0%)
Value$206.0K (-$57.0K)
Filed 2026-11-05
Destiny Wealth Partners, LLC
DECREASED
Shares935 from 1,420
Change-485 (-34%)
Value$236.1K (-$81.5K)
Filed 2026-11-05
Fortem Financial Group, LLC
DECREASED
Shares935 from 992
Change-57 (-6%)
Value$205.7K (-$73.3K)
Filed 2026-10-20
Kaizen Financial Strategies
NEW
Shares933
Change+933
Value$205.1K
Filed 2026-10-09
Stewardship Concepts Financial Services LLC
DECREASED
Shares932 from 1,272
Change-340 (-27%)
Value$204.9K (-$153.0K)
Filed 2026-10-06
Mason & Associates, LLC
UNCHANGED
Shares932 from 932
Change0 (0%)
Value$205.0K (-$57.1K)
Filed 2026-10-26
Essential Partners LLC
INCREASED
Shares931 from 632
Change+299 (+47%)
Value$204.8K (+$27.0K)
Filed 2026-10-14
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares929 from 814
Change+115 (+14%)
Value$204.3K (-$24.6K)
Filed 2026-10-16
Voisard Asset Management Group, Inc.
DECREASED
Shares925 from 1,003
Change-78 (-8%)
Value$203.4K (-$78.6K)
Filed 2026-10-13
Optivise Advisory Services LLC
INCREASED
Shares925 from 903
Change+22 (+2%)
Value$203.5K (-$50.4K)
Filed 2026-10-19
Summit Financial Strategies, Inc.
INCREASED
Shares924 from 729
Change+195 (+27%)
Value$203.2K (-$1.8K)
Filed 2026-10-14
First Financial Group Corp
DECREASED
Shares924 from 946
Change-22 (-2%)
Value$203.2K (-$62.9K)
Filed 2026-10-22
Pflug Koory, LLC
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$203.0K (-$56.6K)
Filed 2026-10-26
Redwood Financial Network Corp
DECREASED
Shares922 from 1,010
Change-88 (-9%)
Value$202.8K (-$81.2K)
Filed 2026-11-03
Kelly Financial Group LLC
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$202.4K (-$56.3K)
Filed 2026-10-16
Scissortail Wealth Management, LLC
NEW
Shares919
Change+919
Value$202.1K
Filed 2026-11-03
Symmetry Partners, LLC
DECREASED
Shares918 from 985
Change-67 (-7%)
Value$201.9K (-$75.0K)
Filed 2026-10-27
Tobam
NEW
Shares917
Change+917
Value$202.0K
Filed 2026-11-03
Level Wealth Management LLC
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$201.7K (-$56.2K)
Filed 2026-10-23
Total Investment Management Inc
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$201.7K (-$3.4K)
Filed 2026-10-22
Squire Investment Management Company, LLC
NEW
Shares916
Change+916
Value$201.4K
Filed 2026-11-03
SC&H Financial Advisors, Inc.
UNCHANGED
Shares912 from 912
Change0 (0%)
Value$200.6K (-$55.9K)
Filed 2026-10-14
DecisionMap Wealth Management, LLC
DECREASED
Shares910 from 916
Change-6 (-1%)
Value$200.1K (-$57.5K)
Filed 2026-10-29
Tradewinds Capital Management, LLC
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$198.8K (-$55.4K)
Filed 2026-10-23
Advantage Trust Co
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$197.9K (-$55.2K)
Filed 2026-10-19
IMG Wealth Management, Inc.
DECREASED
Shares874 from 884
Change-10 (-1%)
Value$192.2K (-$56.4K)
Filed 2026-10-27
Monetary Solutions, Ltd
INCREASED
Shares861 from 860
Change+1 (+0%)
Value$189.4K (-$52.5K)
Filed 2026-10-22
Jnba Financial Advisors
INCREASED
Shares860 from 720
Change+140 (+19%)
Value$189.1K (-$13.3K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
INCREASED
Shares856 from 658
Change+198 (+30%)
Value$188.2K (+$3.0K)
Filed 2026-11-05
Align Financial, LLC
INCREASED
Shares845 from 107
Change+738 (+690%)
Value$185.8K (+$155.8K)
Filed 2026-10-16
WPG Advisers, LLC
DECREASED
Shares830 from 848
Change-18 (-2%)
Value$182.6K (-$56.0K)
Filed 2026-10-27
Marquette Asset Management, LLC
DECREASED
Shares815 from 889
Change-74 (-8%)
Value$179.2K (-$70.8K)
Filed 2026-10-09
Mascoma Wealth Management LLC
INCREASED
Shares799 from 795
Change+4 (+1%)
Value$175.8K (-$47.8K)
Filed 2026-10-23
First Financial Corp
DECREASED
Shares796 from 832
Change-36 (-4%)
Value$175.1K (-$58.9K)
Filed 2026-10-13
Downshift Financial, LLC
DECREASED
Shares786 from 791
Change-5 (-1%)
Value$172.9K (-$49.6K)
Filed 2026-10-13
William Mack & Associates, Inc.
INCREASED
Shares771 from 719
Change+52 (+7%)
Value$169.7K (-$32.6K)
Filed 2026-10-27
West Financial Advisors, LLC
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$168.5K (-$46.9K)
Filed 2026-10-22
Costello Asset Management, Inc
DECREASED
Shares765 from 859
Change-94 (-11%)
Value$168.2K (-$73.4K)
Filed 2026-10-30
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$168.0K (-$46.8K)
Filed 2026-11-05
Holos Integrated Wealth LLC
DECREASED
Shares758 from 907
Change-149 (-16%)
Value$179.2K (-$98.5K)
Filed 2026-10-23
Balance Wealth Partners LLC
DECREASED
Shares755 from 781
Change-26 (-3%)
Value$166.0K (-$53.8K)
Filed 2026-10-27
Bell Investment Advisors, Inc
DECREASED
Shares722 from 773
Change-51 (-7%)
Value$158.8K (-$58.6K)
Filed 2026-10-29
Hughes Financial Services, LLC
INCREASED
Shares720 from 602
Change+118 (+20%)
Value$186.0K (+$16.7K)
Filed 2026-10-30
Abound Wealth Management
INCREASED
Shares704 from 655
Change+49 (+7%)
Value$154.8K (-$29.3K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
DECREASED
Shares700 from 775
Change-75 (-10%)
Value$153.9K (-$64.0K)
Filed 2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$154.0K (-$42.9K)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
INCREASED
Shares696 from 684
Change+12 (+2%)
Value$153.2K (-$39.3K)
Filed 2026-11-02
John Boyer, Inc.
DECREASED
Shares693 from 741
Change-48 (-6%)
Value$152.5K (-$55.6K)
Filed 2026-10-27
Horizon Financial Services, LLC
DECREASED
Shares688 from 872
Change-184 (-21%)
Value$151.3K (-$93.9K)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares674
Change+674
Value$148.3K
Filed 2026-11-04
Ares Financial Consulting, LLC
INCREASED
Shares668 from 657
Change+11 (+2%)
Value$146.9K (-$37.8K)
Filed 2026-10-19
Kennebec Savings Bank
DECREASED
Shares660 from 1,160
Change-500 (-43%)
Value$145.2K (-$181.1K)
Filed 2026-10-22
Central Pacific Bank - Trust Division
DECREASED
Shares645 from 2,194
Change-1,549 (-71%)
Value$141.9K (-$475.1K)
Filed 2026-10-06
Highline Wealth Partners LLC
INCREASED
Shares641 from 549
Change+92 (+17%)
Value$140.9K (-$13.4K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares634 from 634
Change0 (0%)
Value$139.4K (-$38.9K)
Filed 2026-10-15
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares628 from 631
Change-3 (0%)
Value$138.1K (-$39.4K)
Filed 2026-10-16
Southern Michigan Bank & Trust
UNCHANGED
Shares624 from 624
Change0 (0%)
Value$137.2K (-$38.2K)
Filed 2026-10-19
Elevation Wealth Partners, LLC
DECREASED
Shares608 from 1,294
Change-686 (-53%)
Value$133.6K (-$230.3K)
Filed 2026-10-07
Zeit Capital LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$132.0K (-$36.8K)
Filed 2026-10-19
Guardian Partners Inc.
DECREASED
Shares598 from 604
Change-6 (-1%)
Value$131.5K (-$38.3K)
Filed 2026-10-21
Affinity Wealth LLC
NEW
Shares595
Change+595
Value$150.9K
Filed 2026-11-03
Intesa Sanpaolo Wealth Management
INCREASED
Shares594 from 514
Change+80 (+16%)
Value$130.6K (-$13.9K)
Filed 2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares583 from 4,700
Change-4,117 (-88%)
Value$128.3K (-$1.2M)
Filed 2026-10-14
Covestor Ltd
DECREASED
Shares567 from 662
Change-95 (-14%)
Value$125.0K (-$61.0K)
Filed 2026-10-30
Burk Holdings LLC
DECREASED
Shares552 from 691
Change-139 (-20%)
Value$121.4K (-$72.9K)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares551 from 475
Change+76 (+16%)
Value$121.3K (-$12.3K)
Filed 2026-10-15
Avion Wealth
DECREASED
Shares545 from 599
Change-54 (-9%)
Value$119.0K (-$49.0K)
Filed 2026-11-04
Munich Reinsurance Co Stock Corp in Munich
DECREASED
Shares537 from 812
Change-275 (-34%)
Value$118.1K (-$110.2K)
Filed 2026-10-30
Trust Co
UNCHANGED
Shares528 from 528
Change0 (0%)
Value$116.1K (-$32.4K)
Filed 2026-10-09
True Wealth Design, LLC
DECREASED
Shares525 from 531
Change-6 (-1%)
Value$115.6K (-$33.9K)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$114.3K (-$31.8K)
Filed 2026-10-23
Owl Creek Wealth Partners LLC
DECREASED
Shares507 from 673
Change-166 (-25%)
Value$111.5K (-$77.8K)
Filed 2026-10-20
Reyes Financial Architecture, Inc.
DECREASED
Shares500 from 1,663
Change-1,163 (-70%)
Value$110.0K (-$357.7K)
Filed 2026-10-22
Contravisory Investment Management, Inc.
DECREASED
Shares498 from 696
Change-198 (-28%)
Value$109.5K (-$86.2K)
Filed 2026-10-13
Cdkv Holdings LLC
UNCHANGED
Shares496 from 496
Change0 (0%)
Value$109.1K (-$30.4K)
Filed 2026-10-28
Markowski Investments
DECREASED
Shares493 from 2,256
Change-1,763 (-78%)
Value$108.4K (-$525.9K)
Filed 2026-10-30
Northstar Asset Management Co
DECREASED
Shares485 from 500
Change-15 (-3%)
Value$122.0K (+$14.9K)
Filed 2026-10-22
Aspect Partners, LLC
DECREASED
Shares484 from 566
Change-82 (-14%)
Value$106.5K (-$52.7K)
Filed 2026-10-20
First Community Trust NA
UNCHANGED
Shares483 from 483
Change0 (0%)
Value$106.2K (-$29.6K)
Filed 2026-10-07
Hurley Capital, LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$106.0K (-$29.5K)
Filed 2026-11-05
Sava Infond d.o.o.
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$105.6K (-$29.4K)
Filed 2026-10-28
Blume Capital Management, Inc.
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$104.5K (-$29.1K)
Filed 2026-10-26
Lloyd Advisory Services, Llc.
DECREASED
Shares474 from 516
Change-42 (-8%)
Value$104.2K (-$41.0K)
Filed 2026-11-02
United Financial Planning Group LLC
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$103.8K (-$28.9K)
Filed 2026-11-04
West Branch Capital LLC
DECREASED
Shares469 from 1,871
Change-1,402 (-75%)
Value$103.1K (-$422.9K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares467 from 420
Change+47 (+11%)
Value$102.8K (-$15.3K)
Filed 2026-10-29
Fairscale Capital, LLC
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$120.4K (-$10.9K)
Filed 2026-11-04
High Note Wealth, LLC
DECREASED
Shares463 from 508
Change-45 (-9%)
Value$101.8K (-$41.0K)
Filed 2026-10-27
Burkett Financial Services, LLC
INCREASED
Shares452 from 449
Change+3 (+1%)
Value$99.6K (-$26.9K)
Filed 2026-10-01
General Partner, Inc.
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$98.7K (-$27.5K)
Filed 2026-10-05
Granite FO LLC
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$94.1K (-$26.2K)
Filed 2026-10-14
Elevated Capital Advisors, LLC
DECREASED
Shares416 from 3,071
Change-2,655 (-86%)
Value$91.5K (-$772.1K)
Filed 2026-11-04
Strategic Advocates LLC
INCREASED
Shares416 from 361
Change+55 (+15%)
Value$91.5K (-$10.0K)
Filed 2026-11-03
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares405 from 419
Change-14 (-3%)
Value$89.1K (-$28.8K)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
DECREASED
Shares402 from 442
Change-40 (-9%)
Value$88.5K (-$35.9K)
Filed 2026-10-28
Cedar Mountain Advisors, LLC
INCREASED
Shares402 from 401
Change+1 (+0%)
Value$88.4K (-$24.4K)
Filed 2026-10-15
Newton One Investments LLC
INCREASED
Shares393 from 360
Change+33 (+9%)
Value$86.4K (-$14.9K)
Filed 2026-10-14
University of Texas S AM Investment Management Co
INCREASED
Shares384 from 156
Change+228 (+146%)
Value$84.5K (+$40.6K)
Filed 2026-11-03
Pacific Center for Financial Services
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$82.9K (-$23.1K)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
INCREASED
Shares371 from 282
Change+89 (+32%)
Value$81.7K (+$2.5K)
Filed 2026-11-04
CGC Financial Services, LLC
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$81.6K (-$22.7K)
Filed 2026-10-13
Team Financial Group, LLC
NEW
Shares369
Change+369
Value$81.2K
Filed 2026-10-30
Bayforest Capital Ltd
INCREASED
Shares364 from 157
Change+207 (+132%)
Value$80.1K (+$35.9K)
Filed 2026-11-03
Sunrise Financial Services, LLC
DECREASED
Shares355 from 387
Change-32 (-8%)
Value$78.1K (-$30.8K)
Filed 2026-10-21
James T. Borello RIA
DECREASED
Shares352 from 411
Change-59 (-14%)
Value$77.4K (-$38.2K)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$76.3K (-$21.3K)
Filed 2026-10-26
Lodestone Wealth Management LLC
DECREASED
Shares323 from 414
Change-91 (-22%)
Value$71.1K (-$45.3K)
Filed 2026-10-14
Kroeger Financial Partners
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$67.3K (-$18.8K)
Filed 2026-10-19
Morton Brown Family Wealth, LLC
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$66.6K (-$18.6K)
Filed 2026-10-23
Livelsberger Financial Advisory
NEW
Shares302
Change+302
Value$66.3K
Filed 2026-10-28
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares300 from 294
Change+6 (+2%)
Value$66.0K (-$16.7K)
Filed 2026-10-30
Gleason Group, Inc.
INCREASED
Shares299 from 298
Change+1 (+0%)
Value$65.8K (-$17.9K)
Filed 2026-10-15
New England Capital Financial Advisors LLC
INCREASED
Shares296 from 270
Change+26 (+10%)
Value$65.2K (-$10.8K)
Filed 2026-11-03
Bank & Trust Co
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$65.1K (-$18.1K)
Filed 2026-10-07
Quaker Wealth Management, LLC
INCREASED
Shares288 from 287
Change+1 (+0%)
Value$63.3K (-$17.4K)
Filed 2026-10-22
Centerpoint Advisors, LLC
INCREASED
Shares284 from 281
Change+3 (+1%)
Value$62.0K (-$17.0K)
Filed 2026-11-05
Global Trust Asset Management, LLC
INCREASED
Shares282 from 246
Change+36 (+15%)
Value$61.9K (-$7.3K)
Filed 2026-10-19
Manitou Investment Management Ltd.
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$61.6K (-$17.2K)
Filed 2026-10-15
American Capital Advisory, LLC
DECREASED
Shares277 from 301
Change-24 (-8%)
Value$60.9K (-$23.8K)
Filed 2026-10-28
Essential Investment Partners LLC
NEW
Shares268
Change+268
Value$58.9K
Filed 2026-10-27
Tower Trust & Investment Co
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$57.4K (-$16.0K)
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
INCREASED
Shares257 from 237
Change+20 (+8%)
Value$56.4K (-$10.1K)
Filed 2026-11-02
Maseco LLP
INCREASED
Shares255 from 244
Change+11 (+5%)
Value$56.1K (-$12.5K)
Filed 2026-10-27
Bochk Asset Management Ltd
DECREASED
Shares250 from 7,300
Change-7,050 (-97%)
Value$55.0K (-$2.0M)
Filed 2026-10-29
Investors Research Corp
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$54.3K (-$15.1K)
Filed 2026-10-07
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares242 from 233
Change+9 (+4%)
Value$53.2K (-$12.3K)
Filed 2026-10-07
Financial Perspectives, Inc
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$51.7K (-$14.4K)
Filed 2026-11-03
RMG Wealth Management LLC
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$57.8K (+$3.1K)
Filed 2026-10-26
Advocate Investing Services LLC
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$50.6K (-$14.0K)
Filed 2026-10-26
IFS Advisors, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$48.8K (-$13.6K)
Filed 2026-10-14
Joseph Group Capital Management
DECREASED
Shares221 from 283
Change-62 (-22%)
Value$48.6K (-$31.0K)
Filed 2026-11-04
Friedenthal Financial
NEW
Shares216
Change+216
Value$47.5K
Filed 2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares207 from 273
Change-66 (-24%)
Value$45.5K (-$31.4K)
Filed 2026-10-28
Steph & Co
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$45.5K (-$12.7K)
Filed 2026-10-07
LAM Group, Inc.
DECREASED
Shares200 from 202
Change-2 (-1%)
Value$44.0K (-$12.8K)
Filed 2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED
Shares192 from 191
Change+1 (+1%)
Value$42.3K (-$11.4K)
Filed 2026-10-14
Davis Capital Management
INCREASED
Shares191 from 173
Change+18 (+10%)
Value$42.0K (-$6.6K)
Filed 2026-10-08
Hager Investment Management Services, LLC
DECREASED
Shares188 from 231
Change-43 (-19%)
Value$41.3K (-$23.6K)
Filed 2026-11-04
KFG LLC
NEW
Shares187
Change+187
Value$41.1K
Filed 2026-11-02
Hoey Investments, Inc
DECREASED
Shares185 from 6,662
Change-6,477 (-97%)
Value$40.7K (-$1.8M)
Filed 2026-10-29
Signature Resources Capital Management, LLC
DECREASED
Shares183 from 212
Change-29 (-14%)
Value$40.2K (-$19.4K)
Filed 2026-10-16
Creative Capital Management Investments LLC
INCREASED
Shares180 from 131
Change+49 (+37%)
Value$39.6K (+$2.7K)
Filed 2026-10-28
Acumen Wealth Advisors, LLC
INCREASED
Shares180 from 150
Change+30 (+20%)
Value$39.6K (-$2.6K)
Filed 2026-11-05
McCarley & Cook Financial Planners
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$39.4K (-$11.0K)
Filed 2026-10-21
Rydar Equities, Inc.
NEW
Shares176
Change+176
Value$38.9K
Filed 2026-10-13
Whipplewood Advisors, LLC
DECREASED
Shares175 from 186
Change-11 (-6%)
Value$38.5K (-$13.8K)
Filed 2026-10-20
Meriwether Wealth & Planning, LLC
NEW
Shares171
Change+171
Value$37.6K
Filed 2026-10-13
Activest Wealth Management
INCREASED
Shares167 from 123
Change+44 (+36%)
Value$36.7K (+$2.1K)
Filed 2026-10-15
Fairway Wealth LLC
INCREASED
Shares166 from 5
Change+161 (+3220%)
Value$36.5K (+$35.1K)
Filed 2026-10-30
Comprehensive Financial Planning, Inc.
INCREASED
Shares159 from 18
Change+141 (+783%)
Value$35.0K (+$29.9K)
Filed 2026-10-27
Bare Financial Services, Inc
INCREASED
Shares159 from 103
Change+56 (+54%)
Value$35.0K (+$6.0K)
Filed 2026-11-04
First Premier Bank
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$35 (-$9)
Filed 2026-10-13
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$33.4K (-$10.6K)
Filed 2026-10-01
Axiom Investment Management LLC
DECREASED
Shares150 from 243
Change-93 (-38%)
Value$33.0K (-$35.3K)
Filed 2026-11-03
Gables Capital Management Inc.
DECREASED
Shares150 from 200
Change-50 (-25%)
Value$33.0K (-$23.3K)
Filed 2026-11-04
DecisionPoint Financial, LLC
INCREASED
Shares142 from 112
Change+30 (+27%)
Value$32.1K (+$19)
Filed 2026-10-27
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$31.2K (-$8.7K)
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares140
Change+140
Value$30.9K
Filed 2026-10-19
Horrell Capital Management, Inc.
NEW
Shares139
Change+139
Value$30.6K
Filed 2026-10-08
DeDora Capital, Inc.
NEW
Shares135
Change+135
Value$29.7K
Filed 2026-10-26
Sima Wealth Partners, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$27.5K (-$7.7K)
Filed 2026-10-19
3 Factor Indexing, LLC
DECREASED
Shares123 from 256
Change-133 (-52%)
Value$27.1K (-$44.9K)
Filed 2026-10-15
Bay Harbor Wealth Management, LLC
DECREASED
Shares121 from 607
Change-486 (-80%)
Value$26.6K (-$144.1K)
Filed 2026-11-03
Arlington Trust Co LLC
INCREASED
Shares105 from 42
Change+63 (+150%)
Value$23.1K (+$11.3K)
Filed 2026-10-20
Retirement Wealth Solutions LLC
INCREASED
Shares101 from 81
Change+20 (+25%)
Value$22.3K (-$565)
Filed 2026-10-07
Networth Advisors, LLC
INCREASED
Shares101 from 100
Change+1 (+1%)
Value$22.2K (-$6.0K)
Filed 2026-11-03
SRH Advisors, LLC
DECREASED
Shares100 from 400
Change-300 (-75%)
Value$22.0K (-$90.5K)
Filed 2026-10-22
Lipe & Dalton
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$22 (-$6)
Filed 2026-10-15
Trifecta Capital Advisors, LLC
DECREASED
Shares98 from 100
Change-2 (-2%)
Value$21.6K (-$6.6K)
Filed 2026-10-21
GoalVest Advisory LLC
DECREASED
Shares95 from 96
Change-1 (-1%)
Value$20.9K (-$6.1K)
Filed 2026-10-02
Accordant Advisory Group Inc
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$20.2K (-$5.6K)
Filed 2026-10-29
Next Level Wealth Planning, LLC
NEW
Shares91
Change+91
Value$20.0K
Filed 2026-10-29
Phillip James Consulting Co.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$18.7K (-$5.2K)
Filed 2026-11-03
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$17.6K (-$4.9K)
Filed 2026-10-29
Tsfg, LLC
DECREASED
Shares79 from 507
Change-428 (-84%)
Value$17 (-$143.0K)
Filed 2026-10-23
GK Wealth Management LLC
NEW
Shares76
Change+76
Value$16.8K
Filed 2026-10-09
Decker Retirement Planning Inc.
DECREASED
Shares65 from 1,798
Change-1,733 (-96%)
Value$14.3K (-$491.2K)
Filed 2026-10-19
Harbor Asset Planning, Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$13.8K (-$3.9K)
Filed 2026-10-23
Navigoe, LLC
INCREASED
Shares53 from 50
Change+3 (+6%)
Value$11 (-$14.0K)
Filed 2026-11-04
High Point Wealth Management, LLC
NEW
Shares50
Change+50
Value$11.0K
Filed 2026-11-05
Fairman Group, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$11.0K (-$3.0K)
Filed 2026-10-26
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$11.0K (-$3.1K)
Filed 2026-10-14
Montgomery Financial Services LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$11.0K (-$3.1K)
Filed 2026-11-03
Sherman Asset Management, Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$10.3K (-$2.9K)
Filed 2026-11-05
PayPay Securities Corp
INCREASED
Shares45 from 16
Change+29 (+181%)
Value$9.9K (+$5.4K)
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED
Shares42 from 52
Change-10 (-19%)
Value$9.2K (-$5.4K)
Filed 2026-10-29
Horizons Wealth Management
NEW
Shares35
Change+35
Value$7.7K
Filed 2026-10-05
Nvwm, LLC
DECREASED
Shares31 from 4,369
Change-4,338 (-99%)
Value$6.8K (-$1.2M)
Filed 2026-10-14
GGM Financial LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$6.8K (-$1.8K)
Filed 2026-11-05
Investment Research & Advisory Group, Inc.
INCREASED
Shares30 from 1
Change+29 (+2900%)
Value$21.1K (-$1.7K)
Filed 2026-10-19
StrongBox Wealth, LLC
DECREASED
Shares27 from 271
Change-244 (-90%)
Value$5.9K (-$70.3K)
Filed 2026-11-02
RHL Group, LLC
INCREASED
Shares24 from 22
Change+2 (+9%)
Value$5.3K (-$857)
Filed 2026-11-04
Pacifica Partners Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$5.2K (-$1.5K)
Filed 2026-10-09
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$4.4K (-$1.2K)
Filed 2026-10-16
WestEnd Advisors, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$3.5K (-$980)
Filed 2026-10-27
Gilpin Wealth Management, LLC
INCREASED
Shares15 from 14
Change+1 (+7%)
Value$3.3K (-$638)
Filed 2026-10-09
Redwood Park Advisors LLC
DECREASED
Shares13 from 14
Change-1 (-7%)
Value$2.9K (-$1.1K)
Filed 2026-11-02
Torren Management, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.5K (-$972)
Filed 2026-10-29
Breakwater Investment Management
INCREASED
Shares11 from 5
Change+6 (+120%)
Value$2.4K (+$1.0K)
Filed 2026-10-20
Noble Wealth Management PBC
DECREASED
Shares8 from 11
Change-3 (-27%)
Value$1.8K (-$1.3K)
Filed 2026-10-01
FNY Investment Advisers, LLC
INCREASED
Shares8 from 6
Change+2 (+33%)
Value$1 ($0)
Filed 2026-10-16
Transce3nd, LLC
NEW
Shares7
Change+7
Value$1.8K
Filed 2026-10-26
Kingdom Financial Group Llc.
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$720 (+$88)
Filed 2026-11-04
Financially Speaking Inc
NEW
Shares2
Change+2
Value$440
Filed 2026-11-05
NorthAvenue LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$220 (-$62)
Filed 2026-10-29
Generate Investment Management Ltd
CLOSED
Shares0 from 71,994
Change-71,994 (-100%)
Value$0 (-$20.2M)
Filed 2026-10-14
Adams Diversified Equity Fund, Inc.
CLOSED
Shares0 from 61,900
Change-61,900 (-100%)
Value$0 (-$17.4M)
Filed 2026-10-21
Channing Capital Management, LLC
CLOSED
Shares0 from 55,045
Change-55,045 (-100%)
Value$0 (-$15.5M)
Filed 2026-11-02
Greystone Financial Group, LLC
CLOSED
Shares0 from 24,141
Change-24,141 (-100%)
Value$0 (-$6.8M)
Filed 2026-10-26
Jackson Square Capital, LLC
CLOSED
Shares0 from 16,648
Change-16,648 (-100%)
Value$0 (-$4.7M)
Filed 2026-10-19
Optimas Capital Ltd
CLOSED
Shares0 from 15,900
Change-15,900 (-100%)
Value$0 (-$4.5M)
Filed 2026-11-03
Terra Nova Asset Management LLC
CLOSED
Shares0 from 15,535
Change-15,535 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-13
Great Lakes Retirement, Inc.
CLOSED
Shares0 from 12,561
Change-12,561 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-26
Clear Trail Advisors, LLC
CLOSED
Shares0 from 12,127
Change-12,127 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 11,009
Change-11,009 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-14
Cornerstone Enterprises, LLC
CLOSED
Shares0 from 9,786
Change-9,786 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-15
Kurv Investment Management LLC
CLOSED
Shares0 from 9,775
Change-9,775 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-28
VCI Wealth Management LLC
CLOSED
Shares0 from 9,451
Change-9,451 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-29
CPC Advisors, LLC
CLOSED
Shares0 from 8,982
Change-8,982 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-21
Leuthold Group, LLC
CLOSED
Shares0 from 4,796
Change-4,796 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-04
Capstone Capital Management Ltd
CLOSED
Shares0 from 4,430
Change-4,430 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-21
Corda Investment Management, Llc.
CLOSED
Shares0 from 4,273
Change-4,273 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-22
James Hambro & Partners LLP
CLOSED
Shares0 from 3,770
Change-3,770 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
CLOSED
Shares0 from 3,575
Change-3,575 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-28
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 3,300
Change-3,300 (-100%)
Value$0 (-$928.0K)
Filed 2026-11-04
Gallacher Capital Management LLC
CLOSED
Shares0 from 3,180
Change-3,180 (-100%)
Value$0 (-$894.2K)
Filed 2026-10-30
Strategy Asset Managers LLC
CLOSED
Shares0 from 2,958
Change-2,958 (-100%)
Value$0 (-$831.9K)
Filed 2026-10-14
Iams Wealth Management, LLC
CLOSED
Shares0 from 2,811
Change-2,811 (-100%)
Value$0 (-$790.6K)
Filed 2026-10-15
Lewis Asset Management, LLC
CLOSED
Shares0 from 2,712
Change-2,712 (-100%)
Value$0 (-$762.8K)
Filed 2026-10-14
TritonPoint Partners, LLC
CLOSED
Shares0 from 2,619
Change-2,619 (-100%)
Value$0 (-$736.4K)
Filed 2026-11-05
Pearl Planning LLC
CLOSED
Shares0 from 2,554
Change-2,554 (-100%)
Value$0 (-$718.2K)
Filed 2026-10-13
Certior Financial Group, LLC
CLOSED
Shares0 from 2,551
Change-2,551 (-100%)
Value$0 (-$717.4K)
Filed 2026-10-19
Bigelow Investment Advisors, LLC
CLOSED
Shares0 from 2,405
Change-2,405 (-100%)
Value$0 (-$676.3K)
Filed 2026-10-13
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 2,346
Change-2,346 (-100%)
Value$0 (-$659.7K)
Filed 2026-10-19
Legacy Financial Strategies, LLC
CLOSED
Shares0 from 2,181
Change-2,181 (-100%)
Value$0 (-$613.4K)
Filed 2026-10-15
Arbor Investment Advisors, LLC
CLOSED
Shares0 from 2,143
Change-2,143 (-100%)
Value$0 (-$602.7K)
Filed 2026-10-26
Johnson Financial Group, LLC
CLOSED
Shares0 from 2,007
Change-2,007 (-100%)
Value$0 (-$564.4K)
Filed 2026-11-03
Wagner Wealth Management, Corp
CLOSED
Shares0 from 1,951
Change-1,951 (-100%)
Value$0 (-$548.7K)
Filed 2026-10-20
AIA Group Ltd
CLOSED
Shares0 from 1,913
Change-1,913 (-100%)
Value$0 (-$538.0K)
Filed 2026-10-30
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,781
Change-1,781 (-100%)
Value$0 (-$500.8K)
Filed 2026-10-27
Trinity Wealth Management, LLC
CLOSED
Shares0 from 1,695
Change-1,695 (-100%)
Value$0 (-$476.8K)
Filed 2026-10-13
Lee Financial Co
CLOSED
Shares0 from 1,613
Change-1,613 (-100%)
Value$0 (-$453.7K)
Filed 2026-10-16
Blodgett Wealth Advisors, LLC
CLOSED
Shares0 from 1,595
Change-1,595 (-100%)
Value$0 (-$448.5K)
Filed 2026-10-23
AMI Asset Management Corp
CLOSED
Shares0 from 1,582
Change-1,582 (-100%)
Value$0 (-$444.9K)
Filed 2026-10-20
West Bancorporation Inc
CLOSED
Shares0 from 1,565
Change-1,565 (-100%)
Value$0 (-$440.1K)
Filed 2026-10-29
PFG Private Wealth Management, LLC
CLOSED
Shares0 from 1,474
Change-1,474 (-100%)
Value$0 (-$414.5K)
Filed 2026-10-15
Detalus Advisors, LLC
CLOSED
Shares0 from 1,463
Change-1,463 (-100%)
Value$0 (-$411.4K)
Filed 2026-10-15
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 1,450
Change-1,450 (-100%)
Value$0 (-$407.8K)
Filed 2026-10-16
Aware Super Pty Ltd as trustee of Aware Super
CLOSED
Shares0 from 1,337
Change-1,337 (-100%)
Value$0 (-$376.0K)
Filed 2026-10-30
Sagace Wealth Management LLC
CLOSED
Shares0 from 1,334
Change-1,334 (-100%)
Value$0 (-$375.1K)
Filed 2026-10-28
Collaborative Fund Advisors, LLC
CLOSED
Shares0 from 1,312
Change-1,312 (-100%)
Value$0 (-$368.9K)
Filed 2026-11-02
Motley Fool Asset Management LLC
CLOSED
Shares0 from 1,242
Change-1,242 (-100%)
Value$0 (-$349.3K)
Filed 2026-10-27
DMC Group, LLC
CLOSED
Shares0 from 1,206
Change-1,206 (-100%)
Value$0 (-$339.1K)
Filed 2026-10-26
Sound Financial Strategies Group, LLC
CLOSED
Shares0 from 1,199
Change-1,199 (-100%)
Value$0 (-$337.2K)
Filed 2026-10-30
Ejmk Ventures LLC
CLOSED
Shares0 from 1,188
Change-1,188 (-100%)
Value$0 (-$334.2K)
Filed 2026-10-21
Sunpointe, LLC
CLOSED
Shares0 from 1,134
Change-1,134 (-100%)
Value$0 (-$319.0K)
Filed 2026-10-22
Greenup Street Wealth Management LLC
CLOSED
Shares0 from 1,089
Change-1,089 (-100%)
Value$0 (-$306.4K)
Filed 2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 1,077
Change-1,077 (-100%)
Value$0 (-$302.9K)
Filed 2026-10-29
Wealthcare Capital Management LLC
CLOSED
Shares0 from 1,074
Change-1,074 (-100%)
Value$0 (-$302.0K)
Filed 2026-10-21
Lane Brothers & Co Inc
CLOSED
Shares0 from 1,067
Change-1,067 (-100%)
Value$0 (-$300.1K)
Filed 2026-11-02
Peachtree Investment Partners, LLC
CLOSED
Shares0 from 1,061
Change-1,061 (-100%)
Value$0 (-$298.4K)
Filed 2026-11-05
Three Magnolias Financial Advisors, LLC
CLOSED
Shares0 from 1,051
Change-1,051 (-100%)
Value$0 (-$290.9K)
Filed 2026-10-14
WT Wealth Management
CLOSED
Shares0 from 1,035
Change-1,035 (-100%)
Value$0 (-$291.1K)
Filed 2026-10-13
Austin Asset Management Co Inc
CLOSED
Shares0 from 1,030
Change-1,030 (-100%)
Value$0 (-$289.6K)
Filed 2026-10-29
Lountzis Asset Management, LLC
CLOSED
Shares0 from 1,025
Change-1,025 (-100%)
Value$0 (-$288.2K)
Filed 2026-10-30
Quantum Financial Partners LLC
CLOSED
Shares0 from 1,012
Change-1,012 (-100%)
Value$0 (-$284.6K)
Filed 2026-10-19
GSG Advisors LLC
CLOSED
Shares0 from 995
Change-995 (-100%)
Value$0 (-$279.8K)
Filed 2026-11-03
Hutchens & Kramer Investment Management Group, LLC
CLOSED
Shares0 from 991
Change-991 (-100%)
Value$0 (-$278.7K)
Filed 2026-10-16
MW Advisory, LLC
CLOSED
Shares0 from 978
Change-978 (-100%)
Value$0 (-$275.1K)
Filed 2026-10-19
MMA Asset Management LLC
CLOSED
Shares0 from 969
Change-969 (-100%)
Value$0 (-$272.5K)
Filed 2026-11-02
Christensen, King & Associates Investment Services, Inc.
CLOSED
Shares0 from 963
Change-963 (-100%)
Value$0 (-$270.8K)
Filed 2026-10-22
PVG Asset Management Corp
CLOSED
Shares0 from 946
Change-946 (-100%)
Value$0 (-$266.0K)
Filed 2026-10-19
Hurlow Wealth Management Group, Inc.
CLOSED
Shares0 from 936
Change-936 (-100%)
Value$0 (-$263.3K)
Filed 2026-10-29
Accelerate Investment Advisors LLC
CLOSED
Shares0 from 932
Change-932 (-100%)
Value$0 (-$262.3K)
Filed 2026-11-02
Parkshore Wealth Management, Inc.
CLOSED
Shares0 from 921
Change-921 (-100%)
Value$0 (-$259.0K)
Filed 2026-10-13
Sunesis Advisors, LLC
CLOSED
Shares0 from 919
Change-919 (-100%)
Value$0 (-$258.3K)
Filed 2026-10-26
Stirlingshire Investments, Inc.
CLOSED
Shares0 from 909
Change-909 (-100%)
Value$0 (-$255.7K)
Filed 2026-11-05
Colonial River Investments, LLC
CLOSED
Shares0 from 909
Change-909 (-100%)
Value$0 (-$255.6K)
Filed 2026-10-19
Taylor Financial Group, Inc.
CLOSED
Shares0 from 908
Change-908 (-100%)
Value$0 (-$255.3K)
Filed 2026-11-02
Asset Allocation & Management Company, LLC
CLOSED
Shares0 from 906
Change-906 (-100%)
Value$0 (-$255)
Filed 2026-10-13
Worth Financial Advisory Group, LLC
CLOSED
Shares0 from 905
Change-905 (-100%)
Value$0 (-$254.4K)
Filed 2026-10-19
Patriot Investment Management Group, Inc.
CLOSED
Shares0 from 905
Change-905 (-100%)
Value$0 (-$254.6K)
Filed 2026-10-15
AAF Wealth Management, LLC
CLOSED
Shares0 from 905
Change-905 (-100%)
Value$0 (-$254.6K)
Filed 2026-10-28
Whitcomb & Hess, Inc.
CLOSED
Shares0 from 902
Change-902 (-100%)
Value$0 (-$253.7K)
Filed 2026-10-07
Wolff Financial Management LLC
CLOSED
Shares0 from 902
Change-902 (-100%)
Value$0 (-$253.7K)
Filed 2026-10-23
Finward Bancorp
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$253.1K)
Filed 2026-10-14
Meritas Wealth Management, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$253.1K)
Filed 2026-10-14
Bull Street Advisors, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$253.0K)
Filed 2026-10-20
Ferguson Shapiro LLC
CLOSED
Shares0 from 899
Change-899 (-100%)
Value$0 (-$252.7K)
Filed 2026-10-16
AGH Wealth Advisors, LLC
CLOSED
Shares0 from 899
Change-899 (-100%)
Value$0 (-$252.8K)
Filed 2026-10-26
Lotus Asset Management LLC
CLOSED
Shares0 from 898
Change-898 (-100%)
Value$0 (-$252.4K)
Filed 2026-10-14
Mirabaud & Cie SA
CLOSED
Shares0 from 897
Change-897 (-100%)
Value$0 (-$252.2K)
Filed 2026-10-27
Inspirion Wealth Advisors, LLC
CLOSED
Shares0 from 896
Change-896 (-100%)
Value$0 (-$256.5K)
Filed 2026-10-09
GLR Partners, LLC
CLOSED
Shares0 from 894
Change-894 (-100%)
Value$0 (-$251.4K)
Filed 2026-11-04
Altiora Financial Group, LLC
CLOSED
Shares0 from 892
Change-892 (-100%)
Value$0 (-$250.8K)
Filed 2026-11-04
Adamsbrown Wealth Consultants LLC
CLOSED
Shares0 from 891
Change-891 (-100%)
Value$0 (-$250.4K)
Filed 2026-10-20
Morey & Quinn Wealth Partners, LLC
CLOSED
Shares0 from 888
Change-888 (-100%)
Value$0 (-$249.7K)
Filed 2026-10-28
CPA Asset Management Group, LLC
CLOSED
Shares0 from 886
Change-886 (-100%)
Value$0 (-$249.2K)
Filed 2026-10-26
Moller Wealth Partners
CLOSED
Shares0 from 886
Change-886 (-100%)
Value$0 (-$249.2K)
Filed 2026-10-15
August Group Capital Ltd
CLOSED
Shares0 from 882
Change-882 (-100%)
Value$0 (-$248.0K)
Filed 2026-10-14
Palatine Hill Wealth Management, LLC
CLOSED
Shares0 from 882
Change-882 (-100%)
Value$0 (-$248.0K)
Filed 2026-11-03
Main Line Retirement Advisors, LLC
CLOSED
Shares0 from 881
Change-881 (-100%)
Value$0 (-$247.7K)
Filed 2026-10-14
Northwest Financial Advisors
CLOSED
Shares0 from 880
Change-880 (-100%)
Value$0 (-$247.4K)
Filed 2026-10-27
Lesa Sroufe & Co
CLOSED
Shares0 from 880
Change-880 (-100%)
Value$0 (-$247.0K)
Filed 2026-10-29
Crown Wealth Group, LLC
CLOSED
Shares0 from 873
Change-873 (-100%)
Value$0 (-$245.5K)
Filed 2026-10-19
Evergreen Private Wealth LLC
CLOSED
Shares0 from 872
Change-872 (-100%)
Value$0 (-$245.2K)
Filed 2026-10-30
Independent Wealth Advisors LLC
CLOSED
Shares0 from 872
Change-872 (-100%)
Value$0 (-$245.3K)
Filed 2026-10-27
CGN Advisors LLC
CLOSED
Shares0 from 871
Change-871 (-100%)
Value$0 (-$244.9K)
Filed 2026-10-21
Del-Sette Capital Management, LLC
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$244.7K)
Filed 2026-10-23
Dickmeyer Boyce Financial Management, Inc.
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$244.7K)
Filed 2026-10-08
O'Connor Financial Group LLC
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$244.7K)
Filed 2026-10-26
Financial Council, LLC
CLOSED
Shares0 from 861
Change-861 (-100%)
Value$0 (-$242.1K)
Filed 2026-11-02
Segment Wealth Management, LLC
CLOSED
Shares0 from 858
Change-858 (-100%)
Value$0 (-$241.3K)
Filed 2026-10-26
Investment Planning Advisors, Inc.
CLOSED
Shares0 from 857
Change-857 (-100%)
Value$0 (-$241.1K)
Filed 2026-10-14
Stephenson & Company, Inc.
CLOSED
Shares0 from 857
Change-857 (-100%)
Value$0 (-$241.0K)
Filed 2026-10-30
Penobscot Wealth Management
CLOSED
Shares0 from 855
Change-855 (-100%)
Value$0 (-$240.6K)
Filed 2026-10-21
William Howard & Co Financial Advisors Inc
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$239.0K)
Filed 2026-11-04
New England Professional Planning Group Inc.
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$239.0K)
Filed 2026-10-29
Chickasaw Capital Management LLC
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$239)
Filed 2026-10-08
Horst & Graben Wealth Management LLC
CLOSED
Shares0 from 847
Change-847 (-100%)
Value$0 (-$242.4K)
Filed 2026-11-02
Capital Planning LLC
CLOSED
Shares0 from 844
Change-844 (-100%)
Value$0 (-$237.3K)
Filed 2026-10-09
LongView Wealth Management
CLOSED
Shares0 from 843
Change-843 (-100%)
Value$0 (-$237.0K)
Filed 2026-10-19
Scarborough Advisors, LLC
CLOSED
Shares0 from 841
Change-841 (-100%)
Value$0 (-$228.8K)
Filed 2026-10-16
Sloy Dahl & Holst, LLC
CLOSED
Shares0 from 841
Change-841 (-100%)
Value$0 (-$236.5K)
Filed 2026-10-14
Kieckhefer Group LLC
CLOSED
Shares0 from 838
Change-838 (-100%)
Value$0 (-$235.7K)
Filed 2026-10-13
Schorn Wealth LLC
CLOSED
Shares0 from 835
Change-835 (-100%)
Value$0 (-$234.8K)
Filed 2026-10-14
Somerset Trust Co
CLOSED
Shares0 from 835
Change-835 (-100%)
Value$0 (-$234.8K)
Filed 2026-10-13
Miller Financial Services LLC
CLOSED
Shares0 from 834
Change-834 (-100%)
Value$0 (-$234.5K)
Filed 2026-10-20
Towerpoint Wealth, LLC
CLOSED
Shares0 from 834
Change-834 (-100%)
Value$0 (-$234.6K)
Filed 2026-10-13
Client 1ST Advisory Group, LLC
CLOSED
Shares0 from 834
Change-834 (-100%)
Value$0 (-$234.5K)
Filed 2026-10-19
Advus Financial Partners, LLC
CLOSED
Shares0 from 831
Change-831 (-100%)
Value$0 (-$233.8K)
Filed 2026-10-20
Droms Strauss Advisors Inc
CLOSED
Shares0 from 828
Change-828 (-100%)
Value$0 (-$232.8K)
Filed 2026-11-03
Pinnacle Financial Group, LLC / IL
CLOSED
Shares0 from 827
Change-827 (-100%)
Value$0 (-$232.5K)
Filed 2026-10-29
City Center Advisors, LLC
CLOSED
Shares0 from 821
Change-821 (-100%)
Value$0 (-$230.9K)
Filed 2026-10-08
Altura Wealth Advisors Inc.
CLOSED
Shares0 from 818
Change-818 (-100%)
Value$0 (-$230.0K)
Filed 2026-10-22
WP Advisors, LLC
CLOSED
Shares0 from 815
Change-815 (-100%)
Value$0 (-$229.2K)
Filed 2026-10-22
Legacy Solutions, LLC
CLOSED
Shares0 from 813
Change-813 (-100%)
Value$0 (-$228.8K)
Filed 2026-10-07
Gerber, LLC
CLOSED
Shares0 from 812
Change-812 (-100%)
Value$0 (-$228.3K)
Filed 2026-10-21
Sheets Smith Wealth Management
CLOSED
Shares0 from 812
Change-812 (-100%)
Value$0 (-$228.3K)
Filed 2026-10-16
Base Wealth Management LLC
CLOSED
Shares0 from 811
Change-811 (-100%)
Value$0 (-$228.1K)
Filed 2026-10-21
Lmcg Investments, LLC
CLOSED
Shares0 from 806
Change-806 (-100%)
Value$0 (-$226.7K)
Filed 2026-10-21
E6 Portfolios, LLC
CLOSED
Shares0 from 805
Change-805 (-100%)
Value$0 (-$226.5K)
Filed 2026-10-26
R2 Capital Strategies, LLC
CLOSED
Shares0 from 804
Change-804 (-100%)
Value$0 (-$226.1K)
Filed 2026-10-15
Leeward Financial Partners, LLC
CLOSED
Shares0 from 803
Change-803 (-100%)
Value$0 (-$225.8K)
Filed 2026-10-23
Seven Mile Advisory
CLOSED
Shares0 from 803
Change-803 (-100%)
Value$0 (-$225.9K)
Filed 2026-10-22
Tactive Advisors, LLC
CLOSED
Shares0 from 801
Change-801 (-100%)
Value$0 (-$225.2K)
Filed 2026-10-08
Corps Capital Advisors, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$225.0K)
Filed 2026-11-05
Dupree Financial Group, LLC
CLOSED
Shares0 from 795
Change-795 (-100%)
Value$0 (-$223.6K)
Filed 2026-10-09
Aletheian Wealth Advisors LLC
CLOSED
Shares0 from 792
Change-792 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-08
Elevatus Welath Management
CLOSED
Shares0 from 791
Change-791 (-100%)
Value$0 (-$222.5K)
Filed 2026-10-19
Aspire Private Capital, LLC
CLOSED
Shares0 from 789
Change-789 (-100%)
Value$0 (-$221.9K)
Filed 2026-11-05
Blue Zone Wealth Advisors, LLC
CLOSED
Shares0 from 789
Change-789 (-100%)
Value$0 (-$221.9K)
Filed 2026-10-19
Barings LLC
CLOSED
Shares0 from 786
Change-786 (-100%)
Value$0 (-$221.0K)
Filed 2026-10-22
Riverchase Wealth Management, LLC
CLOSED
Shares0 from 786
Change-786 (-100%)
Value$0 (-$221.0K)
Filed 2026-10-28
Aegis Wealth Management, Inc.
CLOSED
Shares0 from 786
Change-786 (-100%)
Value$0 (-$221.0K)
Filed 2026-10-26
Clear Point Advisors Inc.
CLOSED
Shares0 from 785
Change-785 (-100%)
Value$0 (-$220.9K)
Filed 2026-10-30
Arlington Financial Advisors, LLC
CLOSED
Shares0 from 784
Change-784 (-100%)
Value$0 (-$220.5K)
Filed 2026-10-19
Powers Advisory Group, LLC
CLOSED
Shares0 from 783
Change-783 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-14
Amarillo National Bank
CLOSED
Shares0 from 782
Change-782 (-100%)
Value$0 (-$219.9K)
Filed 2026-10-23
Brighton Securities Corp.
CLOSED
Shares0 from 781
Change-781 (-100%)
Value$0 (-$219.6K)
Filed 2026-10-08
Heritage Investment Group, Inc.
CLOSED
Shares0 from 781
Change-781 (-100%)
Value$0 (-$219.6K)
Filed 2026-11-03
Beacon Financial Planning, Inc
CLOSED
Shares0 from 778
Change-778 (-100%)
Value$0 (-$218.9K)
Filed 2026-11-04
Arkansas Financial Group, Inc.
CLOSED
Shares0 from 776
Change-776 (-100%)
Value$0 (-$218.2K)
Filed 2026-10-26
MontVue Capital Management, Inc.
CLOSED
Shares0 from 775
Change-775 (-100%)
Value$0 (-$217.9K)
Filed 2026-10-19
Benedict Financial Advisors Inc
CLOSED
Shares0 from 773
Change-773 (-100%)
Value$0 (-$217.3K)
Filed 2026-10-07
Clark & Stuart, Inc
CLOSED
Shares0 from 767
Change-767 (-100%)
Value$0 (-$215.7K)
Filed 2026-10-14
25 LLC
CLOSED
Shares0 from 766
Change-766 (-100%)
Value$0 (-$215.4K)
Filed 2026-10-13
Mitchell Capital Management Co
CLOSED
Shares0 from 762
Change-762 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-29
FMA Wealth Management, LLC
CLOSED
Shares0 from 762
Change-762 (-100%)
Value$0 (-$214.3K)
Filed 2026-10-21
Eagle Global Advisors LLC
CLOSED
Shares0 from 760
Change-760 (-100%)
Value$0 (-$213.6K)
Filed 2026-11-02
Matrix Asset Advisors Inc
CLOSED
Shares0 from 755
Change-755 (-100%)
Value$0 (-$212.5K)
Filed 2026-10-13
Rede Wealth, LLC
CLOSED
Shares0 from 747
Change-747 (-100%)
Value$0 (-$210.1K)
Filed 2026-10-22
Truefg, LLC
CLOSED
Shares0 from 746
Change-746 (-100%)
Value$0 (-$209.8K)
Filed 2026-10-15
Uptown Financial Advisors LLC
CLOSED
Shares0 from 743
Change-743 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-15
Index Fund Advisors, Inc.
CLOSED
Shares0 from 741
Change-741 (-100%)
Value$0 (-$208.4K)
Filed 2026-11-05
Stonehaven Wealth & TAX Solutions, LLC
CLOSED
Shares0 from 740
Change-740 (-100%)
Value$0 (-$208.1K)
Filed 2026-10-22
BNC Wealth Management, LLC
CLOSED
Shares0 from 738
Change-738 (-100%)
Value$0 (-$207.5K)
Filed 2026-10-19
DDD Partners, LLC
CLOSED
Shares0 from 735
Change-735 (-100%)
Value$0 (-$206.7K)
Filed 2026-11-02
Adelphi Trust Co
CLOSED
Shares0 from 734
Change-734 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-05
Advisory Advocates, LLC
CLOSED
Shares0 from 732
Change-732 (-100%)
Value$0 (-$205.8K)
Filed 2026-11-05
Sage Rhino Capital LLC
CLOSED
Shares0 from 731
Change-731 (-100%)
Value$0 (-$205.6K)
Filed 2026-10-28
HMV Wealth Advisors, LLC
CLOSED
Shares0 from 730
Change-730 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-27
waypoint wealth counsel
CLOSED
Shares0 from 729
Change-729 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-22
Vista Investment Partners LLC
CLOSED
Shares0 from 729
Change-729 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-08
Sard Wealth Management Group, LLC
CLOSED
Shares0 from 727
Change-727 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-16
Hidden Cove Wealth Management, LLC
CLOSED
Shares0 from 727
Change-727 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-19
ShoreHaven Wealth Partners, LLC
CLOSED
Shares0 from 726
Change-726 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-16
RFG - Bristol Wealth Advisors, LLC
CLOSED
Shares0 from 723
Change-723 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-09
Diversified Portfolios, Inc.
CLOSED
Shares0 from 722
Change-722 (-100%)
Value$0 (-$203.0K)
Filed 2026-11-04
Private Client Services, LLC
CLOSED
Shares0 from 718
Change-718 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-02
Richard P Slaughter Associates Inc
CLOSED
Shares0 from 717
Change-717 (-100%)
Value$0 (-$201.5K)
Filed 2026-10-13
apricus wealth, LLC
CLOSED
Shares0 from 715
Change-715 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-26
Lauterbach Financial Advisors, LLC
CLOSED
Shares0 from 714
Change-714 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-21
Carbahal Olsen Financial Services Group, LLC
CLOSED
Shares0 from 713
Change-713 (-100%)
Value$0 (-$200.5K)
Filed 2026-11-05
Founders Capital Management
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$196.8K)
Filed 2026-10-13
Vaquero Private Wealth, LTD
CLOSED
Shares0 from 546
Change-546 (-100%)
Value$0 (-$153.5K)
Filed 2026-10-27
Catalyst Capital Advisors LLC
CLOSED
Shares0 from 468
Change-468 (-100%)
Value$0 (-$131.6K)
Filed 2026-11-02
Solstein Capital, LLC
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$118.1K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 412
Change-412 (-100%)
Value$0 (-$115.9K)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 405
Change-405 (-100%)
Value$0 (-$114.0K)
Filed 2026-10-26
Beutel, Goodman & Co Ltd.
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$59.0K)
Filed 2026-11-04
Sims Investment Management, LLC
CLOSED
Shares0 from 199
Change-199 (-100%)
Value$0 (-$56.0K)
Filed 2026-10-13
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
CLOSED
Shares0 from 183
Change-183 (-100%)
Value$0 (-$51.5K)
Filed 2026-10-21
Pilgrim Partners Asia Pte Ltd
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$45.0K)
Filed 2026-10-29
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$29.5K)
Filed 2026-11-03
Midway Capital Research & Management
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$28.1K)
Filed 2026-10-20
Hara Capital LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$28.1K)
Filed 2026-10-30
Access Investment Management LLC
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$18.3K)
Filed 2026-10-23
Peterson Wealth Services
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$5.3K)
Filed 2026-10-26
Atlatl Advisers LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-22
GS Investments, Inc.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$562)
Filed 2026-11-05
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$365.7K (-$34.9K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 76,763,481
Change-76,763,481 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 61,385,366
Change-61,385,366 (-100%)
Value—
State Street Corp
N/A
Shares— from 56,045,055
Change-56,045,055 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 28,348,295
Change-28,348,295 (-100%)
Value—
Geode Capital Management, LLC
N/A
Shares— from 23,448,500
Change-23,448,500 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 17,459,828
Change-17,459,828 (-100%)
Value—
Capital World Investors
N/A
Shares— from 16,207,905
Change-16,207,905 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 14,988,328
Change-14,988,328 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 12,445,411
Change-12,445,411 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,227,731
Change-10,227,731 (-100%)
Value—
Norges Bank
N/A
Shares— from 8,416,339
Change-8,416,339 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7,621,512
Change-7,621,512 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,433,148
Change-7,433,148 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 7,132,137
Change-7,132,137 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,942,807
Change-6,942,807 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 6,666,667
Change-6,666,667 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 6,549,393
Change-6,549,393 (-100%)
Value—
Amundi
N/A
Shares— from 5,462,124
Change-5,462,124 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 5,277,637
Change-5,277,637 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,272,282
Change-5,272,282 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,787,969
Change-4,787,969 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,329,024
Change-4,329,024 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,224,527
Change-4,224,527 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,096,592
Change-4,096,592 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 3,828,617
Change-3,828,617 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,649,008
Change-3,649,008 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 3,416,803
Change-3,416,803 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,406,951
Change-3,406,951 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,801,789
Change-2,801,789 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,736,515
Change-2,736,515 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,688,952
Change-2,688,952 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 2,645,760
Change-2,645,760 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2,552,506
Change-2,552,506 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,522,245
Change-2,522,245 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 2,509,826
Change-2,509,826 (-100%)
Value—
National Pension Service
N/A
Shares— from 2,349,975
Change-2,349,975 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 2,326,916
Change-2,326,916 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,212,859
Change-2,212,859 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,075,342
Change-2,075,342 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,031,030
Change-2,031,030 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 2,002,150
Change-2,002,150 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,746,207
Change-1,746,207 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 1,723,040
Change-1,723,040 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,716,120
Change-1,716,120 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 1,713,804
Change-1,713,804 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,702,963
Change-1,702,963 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,603,863
Change-1,603,863 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 1,563,378
Change-1,563,378 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,545,593
Change-1,545,593 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 1,424,282
Change-1,424,282 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,371,339
Change-1,371,339 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,301,755
Change-1,301,755 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 1,254,225
Change-1,254,225 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,157,301
Change-1,157,301 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,124,434
Change-1,124,434 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 1,112,331
Change-1,112,331 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,016,199
Change-1,016,199 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 957,093
Change-957,093 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 914,591
Change-914,591 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 898,190
Change-898,190 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 892,907
Change-892,907 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 876,271
Change-876,271 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 870,716
Change-870,716 (-100%)
Value—
Aviva PLC
N/A
Shares— from 820,671
Change-820,671 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 800,734
Change-800,734 (-100%)
Value—
Eurizon Capital SGR S.p.A.
N/A
Shares— from 772,109
Change-772,109 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 768,231
Change-768,231 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 757,042
Change-757,042 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 750,956
Change-750,956 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 744,911
Change-744,911 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 702,147
Change-702,147 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 700,149
Change-700,149 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 697,737
Change-697,737 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 689,624
Change-689,624 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 677,870
Change-677,870 (-100%)
Value—
PFA Pension, Forsikringsaktieselskab
N/A
Shares— from 649,499
Change-649,499 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 646,294
Change-646,294 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 639,937
Change-639,937 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 638,216
Change-638,216 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 631,665
Change-631,665 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 629,141
Change-629,141 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 627,060
Change-627,060 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 611,768
Change-611,768 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 573,368
Change-573,368 (-100%)
Value—
Danske Bank A/S
N/A
Shares— from 568,252
Change-568,252 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 553,921
Change-553,921 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 553,831
Change-553,831 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 543,384
Change-543,384 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 539,161
Change-539,161 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 533,855
Change-533,855 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 527,279
Change-527,279 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 526,559
Change-526,559 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 524,676
Change-524,676 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 522,214
Change-522,214 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 519,546
Change-519,546 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 519,545
Change-519,545 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 519,343
Change-519,343 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 502,197
Change-502,197 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 500,555
Change-500,555 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 497,429
Change-497,429 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 496,932
Change-496,932 (-100%)
Value—
Nordea Investment Management AB
N/A
Shares— from 491,103
Change-491,103 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 487,018
Change-487,018 (-100%)
Value—
Blair William & Co
N/A
Shares— from 486,008
Change-486,008 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 471,569
Change-471,569 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 464,139
Change-464,139 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 450,874
Change-450,874 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 449,621
Change-449,621 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 442,061
Change-442,061 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 436,289
Change-436,289 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 429,190
Change-429,190 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 402,233
Change-402,233 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 389,932
Change-389,932 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 388,148
Change-388,148 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 387,339
Change-387,339 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 383,975
Change-383,975 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 379,720
Change-379,720 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 371,017
Change-371,017 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 366,219
Change-366,219 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 363,488
Change-363,488 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 363,021
Change-363,021 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 362,957
Change-362,957 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 354,617
Change-354,617 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 340,396
Change-340,396 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 338,010
Change-338,010 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 337,650
Change-337,650 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 326,538
Change-326,538 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 326,399
Change-326,399 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 314,646
Change-314,646 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 310,695
Change-310,695 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 309,686
Change-309,686 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 308,386
Change-308,386 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 306,846
Change-306,846 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 303,001
Change-303,001 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 300,154
Change-300,154 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 297,270
Change-297,270 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 292,480
Change-292,480 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 292,065
Change-292,065 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 290,401
Change-290,401 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 288,095
Change-288,095 (-100%)
Value—
Lansforsakringar Fondforvaltning AB (publ)
N/A
Shares— from 285,334
Change-285,334 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 285,327
Change-285,327 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 281,188
Change-281,188 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 271,284
Change-271,284 (-100%)
Value—
&partners
N/A
Shares— from 269,706
Change-269,706 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 267,981
Change-267,981 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 265,549
Change-265,549 (-100%)
Value—
Nykredit A/S
N/A
Shares— from 261,487
Change-261,487 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 254,463
Change-254,463 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 249,165
Change-249,165 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 249,057
Change-249,057 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 248,129
Change-248,129 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 230,347
Change-230,347 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 230,156
Change-230,156 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 226,034
Change-226,034 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 224,490
Change-224,490 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 223,498
Change-223,498 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 221,104
Change-221,104 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 215,042
Change-215,042 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 209,903
Change-209,903 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 209,181
Change-209,181 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 198,163
Change-198,163 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 192,550
Change-192,550 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 188,776
Change-188,776 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 188,254
Change-188,254 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 184,932
Change-184,932 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 177,342
Change-177,342 (-100%)
Value—
Jefferies Financial Group Inc.
N/A
Shares— from 176,779
Change-176,779 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 174,730
Change-174,730 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 174,466
Change-174,466 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 172,688
Change-172,688 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 171,018
Change-171,018 (-100%)
Value—
LBP AM SA
N/A
Shares— from 170,629
Change-170,629 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 169,974
Change-169,974 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 169,471
Change-169,471 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 167,476
Change-167,476 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 163,597
Change-163,597 (-100%)
Value—
Meridiem Capital Partners LP
N/A
Shares— from 163,461
Change-163,461 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 163,449
Change-163,449 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 162,000
Change-162,000 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 157,154
Change-157,154 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 157,095
Change-157,095 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 152,995
Change-152,995 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 150,830
Change-150,830 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 150,787
Change-150,787 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 149,364
Change-149,364 (-100%)
Value—
Commerce Bank
N/A
Shares— from 149,351
Change-149,351 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 149,175
Change-149,175 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 147,719
Change-147,719 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 147,261
Change-147,261 (-100%)
Value—
Wedbush Fund Advisers, LLC
N/A
Shares— from 144,737
Change-144,737 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 144,368
Change-144,368 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 142,851
Change-142,851 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 141,970
Change-141,970 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 141,630
Change-141,630 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 140,889
Change-140,889 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 140,757
Change-140,757 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 140,146
Change-140,146 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 139,968
Change-139,968 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 139,735
Change-139,735 (-100%)
Value—
Minneapolis Portfolio Management Group, LLC
N/A
Shares— from 139,302
Change-139,302 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 138,302
Change-138,302 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 138,030
Change-138,030 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 137,458
Change-137,458 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 136,885
Change-136,885 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 136,324
Change-136,324 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 136,253
Change-136,253 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 136,105
Change-136,105 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 134,780
Change-134,780 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 134,582
Change-134,582 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 132,528
Change-132,528 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 129,912
Change-129,912 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 129,401
Change-129,401 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 127,937
Change-127,937 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 123,623
Change-123,623 (-100%)
Value—
Railway Pension Investments Ltd
N/A
Shares— from 121,580
Change-121,580 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 118,918
Change-118,918 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 117,998
Change-117,998 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 116,681
Change-116,681 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 114,682
Change-114,682 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 113,698
Change-113,698 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 113,366
Change-113,366 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 112,688
Change-112,688 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 112,661
Change-112,661 (-100%)
Value—
Natixis
N/A
Shares— from 110,831
Change-110,831 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 110,766
Change-110,766 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 110,142
Change-110,142 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 109,736
Change-109,736 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 105,841
Change-105,841 (-100%)
Value—
Prudential PLC
N/A
Shares— from 103,909
Change-103,909 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 102,725
Change-102,725 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 102,608
Change-102,608 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 102,509
Change-102,509 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 100,481
Change-100,481 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 98,219
Change-98,219 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 97,405
Change-97,405 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 95,303
Change-95,303 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 94,933
Change-94,933 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 92,224
Change-92,224 (-100%)
Value—
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A
Shares— from 91,100
Change-91,100 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 91,034
Change-91,034 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 89,430
Change-89,430 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 89,165
Change-89,165 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 86,606
Change-86,606 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 86,572
Change-86,572 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 83,681
Change-83,681 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 83,442
Change-83,442 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 82,135
Change-82,135 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 81,234
Change-81,234 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 79,635
Change-79,635 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 79,159
Change-79,159 (-100%)
Value—
ING Groep NV
N/A
Shares— from 77,216
Change-77,216 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 76,988
Change-76,988 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 76,573
Change-76,573 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 75,695
Change-75,695 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 75,235
Change-75,235 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 74,807
Change-74,807 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 74,625
Change-74,625 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 73,582
Change-73,582 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 73,358
Change-73,358 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 72,605
Change-72,605 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 72,487
Change-72,487 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 71,940
Change-71,940 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 71,870
Change-71,870 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 71,580
Change-71,580 (-100%)
Value—
Stephens Inc
N/A
Shares— from 71,136
Change-71,136 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 69,701
Change-69,701 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 69,295
Change-69,295 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 69,207
Change-69,207 (-100%)
Value—
Danica Pension, Livsforsikringsaktieselskab
N/A
Shares— from 68,802
Change-68,802 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 68,421
Change-68,421 (-100%)
Value—
NFJ Investment Group, LLC
N/A
Shares— from 67,315
Change-67,315 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 66,619
Change-66,619 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 66,056
Change-66,056 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 65,662
Change-65,662 (-100%)
Value—
Allstate Corp
N/A
Shares— from 64,826
Change-64,826 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 63,209
Change-63,209 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 63,036
Change-63,036 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 62,938
Change-62,938 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 62,891
Change-62,891 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 62,115
Change-62,115 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 61,140
Change-61,140 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 60,922
Change-60,922 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 60,564
Change-60,564 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 60,517
Change-60,517 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 59,333
Change-59,333 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 58,738
Change-58,738 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 57,865
Change-57,865 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 57,466
Change-57,466 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 55,800
Change-55,800 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 55,790
Change-55,790 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 55,170
Change-55,170 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 55,009
Change-55,009 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 54,184
Change-54,184 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 53,820
Change-53,820 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 53,805
Change-53,805 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 53,741
Change-53,741 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 53,572
Change-53,572 (-100%)
Value—
Allianz SE
N/A
Shares— from 53,239
Change-53,239 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 52,779
Change-52,779 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 52,745
Change-52,745 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 52,028
Change-52,028 (-100%)
Value—
Oribel Capital Management, LP
N/A
Shares— from 51,600
Change-51,600 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 50,822
Change-50,822 (-100%)
Value—
Maryland State Retirement & Pension System
N/A
Shares— from 50,760
Change-50,760 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 50,544
Change-50,544 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 50,136
Change-50,136 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 50,001
Change-50,001 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 49,652
Change-49,652 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 48,879
Change-48,879 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 48,519
Change-48,519 (-100%)
Value—
Skba Capital Management LLC
N/A
Shares— from 48,078
Change-48,078 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 47,436
Change-47,436 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 47,187
Change-47,187 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 46,912
Change-46,912 (-100%)
Value—
New Mexico Educational Retirement Board
N/A
Shares— from 46,447
Change-46,447 (-100%)
Value—
Dodge & COX
N/A
Shares— from 45,995
Change-45,995 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 45,993
Change-45,993 (-100%)
Value—
King Luther Capital Management Corp
N/A
Shares— from 45,120
Change-45,120 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 44,695
Change-44,695 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 43,983
Change-43,983 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 43,240
Change-43,240 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 43,153
Change-43,153 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 42,506
Change-42,506 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 41,306
Change-41,306 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 41,110
Change-41,110 (-100%)
Value—
Bowen Hanes & Co Inc
N/A
Shares— from 40,455
Change-40,455 (-100%)
Value—
Boston Partners
N/A
Shares— from 40,330
Change-40,330 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 39,964
Change-39,964 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 39,769
Change-39,769 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 39,723
Change-39,723 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 39,684
Change-39,684 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 39,435
Change-39,435 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 39,284
Change-39,284 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 39,225
Change-39,225 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 38,855
Change-38,855 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 38,491
Change-38,491 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 37,939
Change-37,939 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 37,918
Change-37,918 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 37,872
Change-37,872 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 37,490
Change-37,490 (-100%)
Value—
Man Group plc
N/A
Shares— from 37,371
Change-37,371 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 37,084
Change-37,084 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 37,074
Change-37,074 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 36,788
Change-36,788 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 36,632
Change-36,632 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 36,606
Change-36,606 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 36,533
Change-36,533 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 35,836
Change-35,836 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 35,818
Change-35,818 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 35,181
Change-35,181 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 35,032
Change-35,032 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 34,908
Change-34,908 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 34,761
Change-34,761 (-100%)
Value—
Gillson Capital LP
N/A
Shares— from 34,700
Change-34,700 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 34,668
Change-34,668 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 34,296
Change-34,296 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 34,166
Change-34,166 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 34,082
Change-34,082 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 34,076
Change-34,076 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 33,805
Change-33,805 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 33,522
Change-33,522 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 33,411
Change-33,411 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 33,384
Change-33,384 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 33,246
Change-33,246 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 32,958
Change-32,958 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 32,909
Change-32,909 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 32,864
Change-32,864 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 32,809
Change-32,809 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 32,326
Change-32,326 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 32,004
Change-32,004 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 31,993
Change-31,993 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 31,823
Change-31,823 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 31,634
Change-31,634 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 31,617
Change-31,617 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 31,616
Change-31,616 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 31,568
Change-31,568 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 31,474
Change-31,474 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 31,452
Change-31,452 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 31,412
Change-31,412 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 31,358
Change-31,358 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 31,320
Change-31,320 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 30,915
Change-30,915 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 30,810
Change-30,810 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 30,782
Change-30,782 (-100%)
Value—
GQG Partners LLC
N/A
Shares— from 30,749
Change-30,749 (-100%)
Value—
VAN Strum & Towne Inc.
N/A
Shares— from 30,587
Change-30,587 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 30,458
Change-30,458 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 30,135
Change-30,135 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 29,820
Change-29,820 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 29,621
Change-29,621 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 29,497
Change-29,497 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 29,451
Change-29,451 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 29,439
Change-29,439 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 29,394
Change-29,394 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 29,347
Change-29,347 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 29,048
Change-29,048 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 29,020
Change-29,020 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 28,885
Change-28,885 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 28,847
Change-28,847 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 28,576
Change-28,576 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 28,308
Change-28,308 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 28,245
Change-28,245 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 28,186
Change-28,186 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 28,040
Change-28,040 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 28,034
Change-28,034 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 27,975
Change-27,975 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 27,920
Change-27,920 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 27,560
Change-27,560 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 27,336
Change-27,336 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 26,921
Change-26,921 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 26,713
Change-26,713 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 26,690
Change-26,690 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 26,586
Change-26,586 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 26,561
Change-26,561 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 26,454
Change-26,454 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 26,333
Change-26,333 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 26,322
Change-26,322 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 26,264
Change-26,264 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 25,975
Change-25,975 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 25,939
Change-25,939 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 25,664
Change-25,664 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 25,656
Change-25,656 (-100%)
Value—
Calydon Capital
N/A
Shares— from 25,622
Change-25,622 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 25,435
Change-25,435 (-100%)
Value—
American Trust Investment Advisors, LLC
N/A
Shares— from 25,362
Change-25,362 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 25,094
Change-25,094 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 25,042
Change-25,042 (-100%)
Value—
Securian Asset Management, Inc
N/A
Shares— from 25,003
Change-25,003 (-100%)
Value—
Soviero Asset Management, LP
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 24,879
Change-24,879 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 24,715
Change-24,715 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 24,518
Change-24,518 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 24,475
Change-24,475 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 24,375
Change-24,375 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 24,227
Change-24,227 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 24,223
Change-24,223 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 24,148
Change-24,148 (-100%)
Value—
Members Trust Co
N/A
Shares— from 24,054
Change-24,054 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 23,961
Change-23,961 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 23,667
Change-23,667 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 23,564
Change-23,564 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 23,465
Change-23,465 (-100%)
Value—
Joel Isaacson & Co., LLC
N/A
Shares— from 23,232
Change-23,232 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 23,004
Change-23,004 (-100%)
Value—
FIL Ltd
N/A
Shares— from 22,859
Change-22,859 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 22,844
Change-22,844 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 22,682
Change-22,682 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 22,533
Change-22,533 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 22,479
Change-22,479 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 22,426
Change-22,426 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 22,164
Change-22,164 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 22,146
Change-22,146 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 22,125
Change-22,125 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 22,090
Change-22,090 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 21,969
Change-21,969 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 21,932
Change-21,932 (-100%)
Value—
BNP Paribas
N/A
Shares— from 21,794
Change-21,794 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 21,780
Change-21,780 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 21,778
Change-21,778 (-100%)
Value—
Central Trust Co
N/A
Shares— from 21,770
Change-21,770 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 21,510
Change-21,510 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 21,502
Change-21,502 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 21,277
Change-21,277 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 21,095
Change-21,095 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 21,031
Change-21,031 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 21,012
Change-21,012 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 20,942
Change-20,942 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 20,673
Change-20,673 (-100%)
Value—
Ossiam
N/A
Shares— from 20,670
Change-20,670 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 20,665
Change-20,665 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 20,558
Change-20,558 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 20,366
Change-20,366 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 20,357
Change-20,357 (-100%)
Value—
Oddo BHF Asset Management SAS
N/A
Shares— from 20,206
Change-20,206 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 20,079
Change-20,079 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 19,905
Change-19,905 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 19,858
Change-19,858 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 19,755
Change-19,755 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 19,729
Change-19,729 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 19,700
Change-19,700 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 19,639
Change-19,639 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 19,539
Change-19,539 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 19,530
Change-19,530 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 19,526
Change-19,526 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 19,520
Change-19,520 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 19,484
Change-19,484 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 19,326
Change-19,326 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 19,231
Change-19,231 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 18,639
Change-18,639 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 18,525
Change-18,525 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 18,501
Change-18,501 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 18,458
Change-18,458 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 18,428
Change-18,428 (-100%)
Value—
Night Squared LP
N/A
Shares— from 18,406
Change-18,406 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 18,031
Change-18,031 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 17,856
Change-17,856 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 17,751
Change-17,751 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 17,733
Change-17,733 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 17,605
Change-17,605 (-100%)
Value—
Triglav Investments, D.O.O.
N/A
Shares— from 17,600
Change-17,600 (-100%)
Value—
Simmons Bank
N/A
Shares— from 17,600
Change-17,600 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 17,313
Change-17,313 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 17,280
Change-17,280 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 17,203
Change-17,203 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 17,182
Change-17,182 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 17,169
Change-17,169 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 17,129
Change-17,129 (-100%)
Value—
Motco
N/A
Shares— from 17,000
Change-17,000 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 16,898
Change-16,898 (-100%)
Value—
S&CO Inc
N/A
Shares— from 16,788
Change-16,788 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 16,778
Change-16,778 (-100%)
Value—
Pettee Investors, Inc.
N/A
Shares— from 16,545
Change-16,545 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 16,543
Change-16,543 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 16,459
Change-16,459 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 16,241
Change-16,241 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 16,136
Change-16,136 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 16,074
Change-16,074 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 16,053
Change-16,053 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 16,053
Change-16,053 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 15,862
Change-15,862 (-100%)
Value—
FCA Corp
N/A
Shares— from 15,802
Change-15,802 (-100%)
Value—
ARP Global Capital Ltd
N/A
Shares— from 15,698
Change-15,698 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 15,425
Change-15,425 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 15,217
Change-15,217 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 15,208
Change-15,208 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 15,196
Change-15,196 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 15,178
Change-15,178 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 15,082
Change-15,082 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 15,057
Change-15,057 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 15,047
Change-15,047 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 14,930
Change-14,930 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 14,859
Change-14,859 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 14,849
Change-14,849 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 14,758
Change-14,758 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 14,609
Change-14,609 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 14,604
Change-14,604 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 14,588
Change-14,588 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 14,534
Change-14,534 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 14,492
Change-14,492 (-100%)
Value—
Te Ahumairangi Investment Management Ltd
N/A
Shares— from 14,470
Change-14,470 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 14,462
Change-14,462 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 14,157
Change-14,157 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 14,119
Change-14,119 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 14,105
Change-14,105 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 14,067
Change-14,067 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 14,067
Change-14,067 (-100%)
Value—
Bank OZK
N/A
Shares— from 13,914
Change-13,914 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 13,802
Change-13,802 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 13,799
Change-13,799 (-100%)
Value—
OFI Invest Asset Management
N/A
Shares— from 13,758
Change-13,758 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 13,739
Change-13,739 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 13,558
Change-13,558 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 13,507
Change-13,507 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 13,360
Change-13,360 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 13,332
Change-13,332 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 13,315
Change-13,315 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 13,231
Change-13,231 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 13,156
Change-13,156 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 13,076
Change-13,076 (-100%)
Value—
Howard Hughes Medical Institute
N/A
Shares— from 13,023
Change-13,023 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 12,900
Change-12,900 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 12,871
Change-12,871 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 12,809
Change-12,809 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 12,676
Change-12,676 (-100%)
Value—
Allegheny Financial Group
N/A
Shares— from 12,550
Change-12,550 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 12,418
Change-12,418 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 12,313
Change-12,313 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 12,220
Change-12,220 (-100%)
Value—
Point Windward Advisors Inc.
N/A
Shares— from 12,186
Change-12,186 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 12,112
Change-12,112 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 12,071
Change-12,071 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 11,994
Change-11,994 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 11,967
Change-11,967 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 11,912
Change-11,912 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 11,757
Change-11,757 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 11,664
Change-11,664 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 11,645
Change-11,645 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 11,577
Change-11,577 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 11,569
Change-11,569 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 11,535
Change-11,535 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 11,507
Change-11,507 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 11,470
Change-11,470 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 11,394
Change-11,394 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 11,227
Change-11,227 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 11,121
Change-11,121 (-100%)
Value—
Nwam LLC
N/A
Shares— from 11,072
Change-11,072 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 11,041
Change-11,041 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 11,040
Change-11,040 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 11,034
Change-11,034 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 10,912
Change-10,912 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 10,865
Change-10,865 (-100%)
Value—
Sound Capital Solutions LLC
N/A
Shares— from 10,789
Change-10,789 (-100%)
Value—
Optimize Financial Inc.
N/A
Shares— from 10,789
Change-10,789 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 10,689
Change-10,689 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 10,684
Change-10,684 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 10,596
Change-10,596 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 10,595
Change-10,595 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 10,593
Change-10,593 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 10,592
Change-10,592 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 10,589
Change-10,589 (-100%)
Value—
AlpenGlobal Capital LLC
N/A
Shares— from 10,582
Change-10,582 (-100%)
Value—
Caption Management, LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 10,421
Change-10,421 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 10,410
Change-10,410 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 10,379
Change-10,379 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 10,344
Change-10,344 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 10,289
Change-10,289 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 10,274
Change-10,274 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 10,236
Change-10,236 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 10,220
Change-10,220 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 10,175
Change-10,175 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 10,143
Change-10,143 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 10,077
Change-10,077 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 10,052
Change-10,052 (-100%)
Value—
Hamel Associates, Inc.
N/A
Shares— from 10,039
Change-10,039 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 10,025
Change-10,025 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 10,024
Change-10,024 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 10,015
Change-10,015 (-100%)
Value—
Westport Asset Management Inc
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 9,938
Change-9,938 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 9,932
Change-9,932 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 9,870
Change-9,870 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 9,810
Change-9,810 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 9,687
Change-9,687 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 9,655
Change-9,655 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 9,608
Change-9,608 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 9,495
Change-9,495 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 9,493
Change-9,493 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 9,483
Change-9,483 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 9,425
Change-9,425 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 9,393
Change-9,393 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 9,303
Change-9,303 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 9,263
Change-9,263 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 9,172
Change-9,172 (-100%)
Value—
Altman Advisors, Inc.
N/A
Shares— from 9,157
Change-9,157 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 9,156
Change-9,156 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 9,141
Change-9,141 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 9,131
Change-9,131 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 9,070
Change-9,070 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 8,996
Change-8,996 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 8,980
Change-8,980 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 8,889
Change-8,889 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 8,876
Change-8,876 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 8,864
Change-8,864 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 8,847
Change-8,847 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 8,811
Change-8,811 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 8,777
Change-8,777 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 8,744
Change-8,744 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 8,739
Change-8,739 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 8,736
Change-8,736 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 8,721
Change-8,721 (-100%)
Value—
EFG International AG
N/A
Shares— from 8,693
Change-8,693 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 8,683
Change-8,683 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 8,670
Change-8,670 (-100%)
Value—
Pavion Blue Capital, LLC
N/A
Shares— from 8,649
Change-8,649 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 8,564
Change-8,564 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 8,557
Change-8,557 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 8,533
Change-8,533 (-100%)
Value—
Eventide Asset Management, LLC
N/A
Shares— from 8,493
Change-8,493 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 8,452
Change-8,452 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 8,299
Change-8,299 (-100%)
Value—
Mirabaud Asset Management Ltd
N/A
Shares— from 8,298
Change-8,298 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 8,293
Change-8,293 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 8,292
Change-8,292 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 8,221
Change-8,221 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 8,182
Change-8,182 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,096
Change-8,096 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 8,081
Change-8,081 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 8,070
Change-8,070 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 8,047
Change-8,047 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 7,974
Change-7,974 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 7,969
Change-7,969 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 7,945
Change-7,945 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 7,892
Change-7,892 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 7,869
Change-7,869 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 7,839
Change-7,839 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 7,717
Change-7,717 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 7,716
Change-7,716 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 7,704
Change-7,704 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 7,704
Change-7,704 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 7,699
Change-7,699 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 7,610
Change-7,610 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 7,609
Change-7,609 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 7,582
Change-7,582 (-100%)
Value—
Asahi Life Asset Management Co., Ltd.
N/A
Shares— from 7,546
Change-7,546 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 7,478
Change-7,478 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 7,438
Change-7,438 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 7,374
Change-7,374 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 7,327
Change-7,327 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 7,315
Change-7,315 (-100%)
Value—
Paradigm Asset Management Co LLC
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 7,230
Change-7,230 (-100%)
Value—
Encore Global Management, LP
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 7,169
Change-7,169 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 7,159
Change-7,159 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,148
Change-7,148 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 7,135
Change-7,135 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 7,118
Change-7,118 (-100%)
Value—
Park Circle Co
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 7,085
Change-7,085 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 7,049
Change-7,049 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 6,966
Change-6,966 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 6,966
Change-6,966 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 6,905
Change-6,905 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 6,859
Change-6,859 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 6,857
Change-6,857 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 6,852
Change-6,852 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 6,820
Change-6,820 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 6,792
Change-6,792 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 6,772
Change-6,772 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,763
Change-6,763 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 6,727
Change-6,727 (-100%)
Value—
Science & Technology Partners, L.P.
N/A
Shares— from 6,713
Change-6,713 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,688
Change-6,688 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 6,593
Change-6,593 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 6,577
Change-6,577 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 6,571
Change-6,571 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 6,554
Change-6,554 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 6,531
Change-6,531 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 6,514
Change-6,514 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 6,489
Change-6,489 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 6,476
Change-6,476 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 6,455
Change-6,455 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 6,430
Change-6,430 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 6,407
Change-6,407 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 6,401
Change-6,401 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 6,380
Change-6,380 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 6,378
Change-6,378 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 6,374
Change-6,374 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 6,329
Change-6,329 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 6,314
Change-6,314 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 6,308
Change-6,308 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 6,306
Change-6,306 (-100%)
Value—
S-Bank Fund Management Ltd
N/A
Shares— from 6,275
Change-6,275 (-100%)
Value—
Bingham Private Wealth, LLC
N/A
Shares— from 6,273
Change-6,273 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 6,265
Change-6,265 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 6,224
Change-6,224 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 6,213
Change-6,213 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 6,175
Change-6,175 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 6,163
Change-6,163 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 6,088
Change-6,088 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,065
Change-6,065 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 6,045
Change-6,045 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 6,004
Change-6,004 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 5,944
Change-5,944 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 5,940
Change-5,940 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 5,904
Change-5,904 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 5,901
Change-5,901 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 5,897
Change-5,897 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 5,866
Change-5,866 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 5,854
Change-5,854 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 5,852
Change-5,852 (-100%)
Value—
Winthrop Capital Management, LLC
N/A
Shares— from 5,811
Change-5,811 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 5,801
Change-5,801 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 5,792
Change-5,792 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 5,785
Change-5,785 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 5,757
Change-5,757 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 5,743
Change-5,743 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 5,693
Change-5,693 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,673
Change-5,673 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 5,633
Change-5,633 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 5,569
Change-5,569 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 5,561
Change-5,561 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 5,536
Change-5,536 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 5,503
Change-5,503 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 5,466
Change-5,466 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 5,427
Change-5,427 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 5,359
Change-5,359 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,307
Change-5,307 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 5,283
Change-5,283 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 5,194
Change-5,194 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 5,166
Change-5,166 (-100%)
Value—
FirstWave Capital Management LLC
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 5,124
Change-5,124 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 5,095
Change-5,095 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 5,091
Change-5,091 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 5,067
Change-5,067 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 5,048
Change-5,048 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 5,025
Change-5,025 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 4,994
Change-4,994 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 4,985
Change-4,985 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 4,946
Change-4,946 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,933
Change-4,933 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 4,901
Change-4,901 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 4,901
Change-4,901 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 4,881
Change-4,881 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 4,850
Change-4,850 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 4,846
Change-4,846 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 4,811
Change-4,811 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,788
Change-4,788 (-100%)
Value—
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A
Shares— from 4,759
Change-4,759 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,749
Change-4,749 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 4,731
Change-4,731 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 4,713
Change-4,713 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 4,702
Change-4,702 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 4,693
Change-4,693 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 4,692
Change-4,692 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 4,681
Change-4,681 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 4,674
Change-4,674 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 4,661
Change-4,661 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 4,652
Change-4,652 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 4,627
Change-4,627 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 4,622
Change-4,622 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 4,552
Change-4,552 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 4,529
Change-4,529 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 4,515
Change-4,515 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,494
Change-4,494 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 4,492
Change-4,492 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 4,479
Change-4,479 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 4,473
Change-4,473 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 4,472
Change-4,472 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,466
Change-4,466 (-100%)
Value—
Rogco, LP
N/A
Shares— from 4,463
Change-4,463 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 4,459
Change-4,459 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 4,412
Change-4,412 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 4,400
Change-4,400 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,397
Change-4,397 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 4,384
Change-4,384 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 4,377
Change-4,377 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 4,360
Change-4,360 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 4,351
Change-4,351 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 4,343
Change-4,343 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 4,332
Change-4,332 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 4,329
Change-4,329 (-100%)
Value—
ForthRight Wealth Management, LLC
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 4,298
Change-4,298 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 4,277
Change-4,277 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 4,273
Change-4,273 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 4,216
Change-4,216 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 4,198
Change-4,198 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 4,193
Change-4,193 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 4,144
Change-4,144 (-100%)
Value—
Banyan Capital Management, Inc.
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
Cramer Rosenthal Mcglynn LLC
N/A
Shares— from 4,065
Change-4,065 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 4,047
Change-4,047 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 3,993
Change-3,993 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 3,972
Change-3,972 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
NBH Bank
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 3,935
Change-3,935 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 3,918
Change-3,918 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,915
Change-3,915 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 3,883
Change-3,883 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 3,844
Change-3,844 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 3,804
Change-3,804 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 3,779
Change-3,779 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 3,742
Change-3,742 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 3,706
Change-3,706 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 3,647
Change-3,647 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 3,623
Change-3,623 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 3,618
Change-3,618 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 3,594
Change-3,594 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,590
Change-3,590 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 3,576
Change-3,576 (-100%)
Value—
Univest Financial Corp
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 3,542
Change-3,542 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 3,514
Change-3,514 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 3,471
Change-3,471 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 3,446
Change-3,446 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
Bontempo Ohly Capital Mgmt LLC
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 3,401
Change-3,401 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 3,395
Change-3,395 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 3,389
Change-3,389 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 3,352
Change-3,352 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,342
Change-3,342 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 3,339
Change-3,339 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 3,336
Change-3,336 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 3,324
Change-3,324 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 3,323
Change-3,323 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 3,321
Change-3,321 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 3,299
Change-3,299 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 3,254
Change-3,254 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 3,236
Change-3,236 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 3,231
Change-3,231 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 3,213
Change-3,213 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 3,211
Change-3,211 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 3,153
Change-3,153 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 3,147
Change-3,147 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 3,127
Change-3,127 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 3,121
Change-3,121 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 3,055
Change-3,055 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 3,040
Change-3,040 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Wiregrass Investment Management LLC
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 2,983
Change-2,983 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Endeavor Private Wealth, Inc.
N/A
Shares— from 2,967
Change-2,967 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Optas, LLC
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 2,915
Change-2,915 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 2,914
Change-2,914 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 2,902
Change-2,902 (-100%)
Value—
Paradigm Capital Management Inc
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 2,886
Change-2,886 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,884
Change-2,884 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 2,868
Change-2,868 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Advisor Resource Council
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 2,858
Change-2,858 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 2,851
Change-2,851 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 2,827
Change-2,827 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 2,822
Change-2,822 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 2,806
Change-2,806 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 2,773
Change-2,773 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 2,731
Change-2,731 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,730
Change-2,730 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 2,724
Change-2,724 (-100%)
Value—
United Bank
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
Summitry LLC
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
LSV Asset Management
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 2,689
Change-2,689 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,677
Change-2,677 (-100%)
Value—
SPG Advisors LLC
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 2,672
Change-2,672 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 2,661
Change-2,661 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 2,622
Change-2,622 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 2,598
Change-2,598 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Sunbeam Capital Management, LLC
N/A
Shares— from 2,582
Change-2,582 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 2,569
Change-2,569 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 2,566
Change-2,566 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 2,561
Change-2,561 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 2,488
Change-2,488 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 2,476
Change-2,476 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
AM Investment Strategies LLC
N/A
Shares— from 2,465
Change-2,465 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 2,444
Change-2,444 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
Wealth Management Strategies, Inc.
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,341
Change-2,341 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 2,294
Change-2,294 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 2,234
Change-2,234 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 2,198
Change-2,198 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 2,195
Change-2,195 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 2,142
Change-2,142 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 2,051
Change-2,051 (-100%)
Value—
CFM Wealth Partners LLC
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 2,040
Change-2,040 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,956
Change-1,956 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 1,953
Change-1,953 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 1,944
Change-1,944 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 1,937
Change-1,937 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 1,936
Change-1,936 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,914
Change-1,914 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Legacy Trust
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 1,826
Change-1,826 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 1,781
Change-1,781 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,709
Change-1,709 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 1,708
Change-1,708 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
S&T Bank
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 1,679
Change-1,679 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 1,676
Change-1,676 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 1,656
Change-1,656 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 1,651
Change-1,651 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Swiss RE LTD
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Krane Funds Advisors LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 1,605
Change-1,605 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,580
Change-1,580 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Polymer Capital Management (US) LLC
N/A
Shares— from 1,534
Change-1,534 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 1,514
Change-1,514 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
New South Capital Management Inc
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
Sound Portfolio Advisors, LLC
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,417
Change-1,417 (-100%)
Value—
Lotus Technology Management, LP
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,408
Change-1,408 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,379
Change-1,379 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 1,377
Change-1,377 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 1,372
Change-1,372 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 1,368
Change-1,368 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 1,354
Change-1,354 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Bayban
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 1,348
Change-1,348 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Bank of Marin
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
United Bank
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 1,154
Change-1,154 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 1,151
Change-1,151 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Warburton Capital Management, LLC
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 1,103
Change-1,103 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 1,094
Change-1,094 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 1,094
Change-1,094 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
Eurizon SLJ Capital Ltd
N/A
Shares— from 1,084
Change-1,084 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,052
Change-1,052 (-100%)
Value—
Acorn Creek Capital LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
CIM, LLC
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 998
Change-998 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 987
Change-987 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 986
Change-986 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 975
Change-975 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 972
Change-972 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 972
Change-972 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 967
Change-967 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 964
Change-964 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 957
Change-957 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 954
Change-954 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 949
Change-949 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 942
Change-942 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 930
Change-930 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 927
Change-927 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 923
Change-923 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 918
Change-918 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 911
Change-911 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 903
Change-903 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 881
Change-881 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 877
Change-877 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 870
Change-870 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 862
Change-862 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 857
Change-857 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 856
Change-856 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
McKinney Capital Management, LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
Bourne Lent Asset Management Inc
N/A
Shares— from 850
Change-850 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 848
Change-848 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 827
Change-827 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 827
Change-827 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 822
Change-822 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 818
Change-818 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 806
Change-806 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 805
Change-805 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 805
Change-805 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 804
Change-804 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 802
Change-802 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 802
Change-802 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 802
Change-802 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 800
Change-800 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
CSS LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Samjo Management, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 799
Change-799 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 790
Change-790 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 785
Change-785 (-100%)
Value—
HFR Wealth Management, LLC
N/A
Shares— from 783
Change-783 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 778
Change-778 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
Spectrum Planning & Advisory Services Inc.
N/A
Shares— from 773
Change-773 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 769
Change-769 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 765
Change-765 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 763
Change-763 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 763
Change-763 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 760
Change-760 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 754
Change-754 (-100%)
Value—
Silver Oak Advisory Group, Inc.
N/A
Shares— from 753
Change-753 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 752
Change-752 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 749
Change-749 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 746
Change-746 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 744
Change-744 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 732
Change-732 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 731
Change-731 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 726
Change-726 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 725
Change-725 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 725
Change-725 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 723
Change-723 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 721
Change-721 (-100%)
Value—
Good Steward Wealth Advisors,LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Varcov Co.
N/A
Shares— from 719
Change-719 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 718
Change-718 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 718
Change-718 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 715
Change-715 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 684
Change-684 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 651
Change-651 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 613
Change-613 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 608
Change-608 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 563
Change-563 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 558
Change-558 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 530
Change-530 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 524
Change-524 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 520
Change-520 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 519
Change-519 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 500
Change-500 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 496
Change-496 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 485
Change-485 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 480
Change-480 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 461
Change-461 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 458
Change-458 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 454
Change-454 (-100%)
Value—
NCP Inc.
N/A
Shares— from 450
Change-450 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 449
Change-449 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 443
Change-443 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 425
Change-425 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 404
Change-404 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 354
Change-354 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 346
Change-346 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 330
Change-330 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Oakmont Corp
N/A
Shares— from 327
Change-327 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 297
Change-297 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 279
Change-279 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 257
Change-257 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 243
Change-243 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 240
Change-240 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 239
Change-239 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Centennial Bank
N/A
Shares— from 222
Change-222 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 208
Change-208 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 189
Change-189 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 179
Change-179 (-100%)
Value—
Valued Wealth Advisors LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 155
Change-155 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 144
Change-144 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 132
Change-132 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 111
Change-111 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 103
Change-103 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 101
Change-101 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 98
Change-98 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 84
Change-84 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 67
Change-67 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 62
Change-62 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 52
Change-52 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 41
Change-41 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 9
Change-9 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED8,151,5709,269,877-1,118,307-12%$2.6B$1.8B-$814.0M2026-11-05
Dimensional Fund Advisors LP
INCREASED5,650,9275,584,047+66,880+1%$1.6B$1.2B-$327.4M2026-11-04
Citigroup Inc
INCREASED2,805,9431,982,975+822,968+42%$557.6M$617.1M+$59.5M2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED2,583,6982,431,943+151,755+6%$683.9M$568.2M-$115.7M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED2,261,8912,344,997-83,106-4%$659.4M$497.5M-$162.0M2026-10-29
DekaBank Deutsche Girozentrale
DECREASED1,200,1421,351,453-151,311-11%$319.5K$264.3M+$264.0M2026-10-27
ProShare Advisors LLC
INCREASED1,103,701927,294+176,407+19%$260.8M$242.7M-$18.0M2026-10-29
Principal Financial Group Inc
DECREASED971,2181,069,713-98,495-9%$300.8M$213.6M-$87.2M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED717,954665,812+52,142+8%$169.8M$141.2M-$28.6M2026-10-13
Swedbank AB
DECREASED713,520908,811-195,291-21%$255.6M$156.9M-$98.6M2026-10-27
New York State Teachers Retirement System
DECREASED678,937696,206-17,269-2%$195.8M$149.3K-$195.6M2026-10-22
Assenagon Asset Management S.A.
INCREASED664,70993,377+571,332+612%$26.3M$146.2M+$119.9M2026-10-15
Daiwa Securities Group Inc.
INCREASED656,253251,572+404,681+161%$70.7M$144.3M+$73.6M2026-10-29
Pictet Asset Management Holding SA
DECREASED646,670725,515-78,845-11%$204.0M$142.2M-$61.8M2026-11-03
Retirement Systems of Alabama
DECREASED614,833687,112-72,279-11%$193.2M$135.2M-$58.0M2026-11-04
Truist Financial Corp
DECREASED580,596606,089-25,493-4%$170.4M$127.7M-$42.7M2026-10-30
KBC Group NV
DECREASED570,564595,275-24,711-4%$167.4M$125.5K-$167.3M2026-10-22
Creative Planning
INCREASED564,807545,121+19,686+4%$153.3M$124.2M-$29.1M2026-11-02
Asset Management One Co., Ltd.
DECREASED541,874551,582-9,708-2%$155.1M$119.2M-$35.9M2026-10-27
Commonwealth Equity Services, LLC
DECREASED536,655567,549-30,894-5%$159.6M$118.0M-$41.6M2026-11-02
US Bancorp \de\
DECREASED502,151518,314-16,163-3%$145.8M$110.4M-$35.3M2026-11-05
Vest Financial, LLC
INCREASED474,969357,096+117,873+33%$100.4M$104.5M+$4.0M2026-10-21
Fifth Third Bancorp
DECREASED421,064432,456-11,392-3%$121.6M$92.6M-$29.0M2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED378,207378,142+65+0%$106.3M$83.2M-$23.2M2026-10-20
Meyer Handelman Co
INCREASED365,520359,584+5,936+2%$101.1M$80.4M-$20.7M2026-10-28
Tctc Holdings, LLC
UNCHANGED353,804353,80400%$99.5M$77.8M-$21.7M2026-11-02
Thrivent Financial for Lutherans
DECREASED334,885646,829-311,944-48%$181.9M$71.6M-$110.3M2026-11-05
Fort Washington Investment Advisors Inc
DECREASED314,143330,199-16,056-5%$92.9M$69.1M-$23.8M2026-10-15
Swiss Life Asset Management Ltd
DECREASED310,187416,972-106,785-26%$117.3M$68.2M-$49.0M2026-11-03
Welch Group, LLC
INCREASED309,743301,425+8,318+3%$84.8M$68.1M-$16.6M2026-10-29
CIBC Asset Management Inc
INCREASED304,728304,254+474+0%$85.6M$67.0M-$18.5M2026-11-05
State of New Jersey Common Pension Fund D
INCREASED303,516303,016+500+0%$85.2M$66.8M-$18.5M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED302,354321,180-18,826-6%$90.3M$66.5M-$23.8M2026-11-02
Birch Hill Investment Advisors LLC
DECREASED284,328289,497-5,169-2%$81.4M$62.5M-$18.9M2026-10-16
Mn Services Vermogensbeheer B.V.
INCREASED278,165273,265+4,900+2%$76.8M$61.2K-$76.8M2026-10-08
Czech National Bank
INCREASED270,698267,527+3,171+1%$75.2M$59.5M-$15.7M2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED268,742251,668+17,074+7%$70.8M$59.1M-$11.7M2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
DECREASED264,092511,347-247,255-48%$143.6M$58.1M-$85.5M2026-10-29
Allspring Global Investments Holdings, LLC
DECREASED263,854345,371-81,517-24%$98.9M$59.5M-$39.3M2026-11-04
Arizona State Retirement System
INCREASED262,281260,286+1,995+1%$73.2M$57.7M-$15.5M2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED261,191342,321-81,130-24%$96.3M$57.4M-$38.8M2026-10-15
Raiffeisen Bank International AG
INCREASED255,649240,725+14,924+6%$66.9M$56.2M-$10.7M2026-10-28
SEB Asset Management AB
DECREASED251,390266,039-14,649-6%$74.8M$55.3M-$19.5M2026-11-04
Kornitzer Capital Management Inc
DECREASED248,910251,495-2,585-1%$70.7M$54.7M-$16.0M2026-11-03
Hamlin Capital Management, LLC
INCREASED241,311193,749+47,562+25%$54.5M$53.1M-$1.4M2026-10-08
J. Safra Sarasin Holding AG
INCREASED238,321236,657+1,664+1%$58.6M$57.0M-$1.5M2026-10-26
Kestra Advisory Services, LLC
INCREASED236,758220,891+15,867+7%$62.1M$52.1M-$10.0M2026-11-02
State of Michigan Retirement System
DECREASED236,740240,640-3,900-2%$67.7M$52.1M-$15.6M2026-10-27
UniSuper Management Pty Ltd
DECREASED236,022252,438-16,416-6%$71.0M$51.9M-$19.1M2026-10-26
Virginia Retirement Systems ET Al
DECREASED231,210260,810-29,600-11%$73.3M$50.9M-$22.5M2026-10-28
Keybank National Association
DECREASED231,195235,450-4,255-2%$66.2M$50.8M-$15.4M2026-11-04
IFM Investors Pty Ltd
INCREASED220,344215,047+5,297+2%$60.5M$48.5M-$12.0M2026-10-14
MacKenzie Financial Corp
DECREASED210,937365,458-154,521-42%$102.8M$46.4M-$56.4M2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
INCREASED208,150207,595+555+0%$58.4M$45.8M-$12.6M2026-11-03
Achmea Investment Management B.V.
NEW200,108—+200,108——$44.0M—2026-10-30
Nisa Investment Advisors, LLC
DECREASED191,787191,852-650%$54.0M$42.2M-$11.8M2026-10-20
BI Asset Management Fondsmaeglerselskab A/S
DECREASED190,748192,156-1,408-1%$54.0M$42.0K-$54.0M2026-10-22
Todd Asset Management LLC
INCREASED187,631143,016+44,615+31%$40.2M$41.3M+$1.0M2026-10-27
Vontobel Holding Ltd.
DECREASED187,594225,095-37,501-17%$63.3M$41.3M-$22.0M2026-10-16
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED186,124186,873-7490%$52.6M$40.9M-$11.6M2026-10-19
Xponance LLC
INCREASED184,040173,070+10,970+6%$48.7M$40.5M-$8.2M2026-11-03
Neos Investment Management LLC
INCREASED176,467151,373+25,094+17%$42.6M$38.8M-$3.8M2026-11-04
Davenport & Co LLC
DECREASED173,361178,048-4,687-3%$50.1M$38.1M-$11.9M2026-10-14
Conning Inc.
INCREASED172,914122,420+50,494+41%$34.4M$38.0M+$3.6M2026-10-27
Meitav Investment House LTD
INCREASED172,773109,638+63,135+58%$30.8M$38.0M+$7.2M2026-10-28
D.A. Davidson & Co.
DECREASED172,560185,102-12,542-7%$52.1M$38.0M-$14.1M2026-10-28
Americana Partners, LLC
DECREASED171,351177,721-6,370-4%$50.0M$37.7M-$12.3M2026-10-28
Rakuten Investment Management, Inc.
INCREASED168,956153,622+15,334+10%$42.7M$37.2M-$5.5M2026-10-30
Pinnacle Associates LTD
INCREASED167,210160,772+6,438+4%$45.2M$36.8M-$8.4M2026-10-20
Beau Ventures, LLc
DECREASED158,528158,538-100%$44.6M$34.9M-$9.7M2026-10-14
Amalgamated Bank
DECREASED157,994162,188-4,194-3%$45.6M$34.7K-$45.6M2026-10-23
Strs Ohio
DECREASED155,304235,839-80,535-34%$66.3M$34.2M-$32.2M2026-10-30
Glenview Trust Co
DECREASED152,608154,329-1,721-1%$43.4M$33.6M-$9.8M2026-10-28
Reynders McVeigh Capital Management, LLC
INCREASED152,403150,929+1,474+1%$42.4M$33.5M-$8.9M2026-10-30
Ferguson Wellman Capital Management, Inc
INCREASED149,905149,003+902+1%$41.9M$33.0M-$8.9M2026-10-05
Abner Herrman & Brock LLC
DECREASED142,557143,768-1,211-1%$40.4K$31.4K-$9.1K2026-10-20
OP Asset Management Ltd
INCREASED140,765104,648+36,117+35%$29.4M$31.0M+$1.5M2026-11-05
New York Life Investment Management LLC
INCREASED140,384131,095+9,289+7%$36.9M$30.9M-$6.0M2026-11-04
Florida Trust Wealth Management Co
INCREASED133,096132,609+487+0%$37.3M$29.3M-$8.0M2026-11-05
Concurrent Investment Advisors, LLC
INCREASED132,869112,698+20,171+18%$31.7M$29.2M-$2.5M2026-10-16
Ethic Inc.
DECREASED130,185132,007-1,822-1%$37.1M$28.6M-$8.5M2026-11-03
CapWealth Advisors, LLC
INCREASED129,803124,362+5,441+4%$35.0M$28.5M-$6.4M2026-10-05
Douglas Lane & Associates, LLC
DECREASED129,781131,789-2,008-2%$37.1M$28.5M-$8.5M2026-10-09
Flossbach VON Storch SE
DECREASED128,422208,507-80,085-38%$58.6M$28.2M-$30.4M2026-10-28
First Horizon Corp
INCREASED128,181125,718+2,463+2%$35.4M$28.2M-$7.2M2026-10-26
Yousif Capital Management, LLC
INCREASED126,260124,172+2,088+2%$34.9M$27.8M-$7.2M2026-10-22
Oslo Pensjonsforsikring AS
INCREASED125,603125,014+589+0%$35.2M$27.6M-$7.5M2026-10-15
Robeco Institutional Asset Management B.V.
DECREASED124,960556,753-431,793-78%$156.6M$27.5M-$129.1M2026-10-20
Lido Advisors, LLC
DECREASED124,913128,125-3,212-3%$36.0M$27.5M-$8.6M2026-11-04
Philadelphia Trust Co
DECREASED120,644124,508-3,864-3%$35.0M$26.5M-$8.5M2026-11-05
State of Alaska, Department of Revenue
DECREASED116,546118,932-2,386-2%$33.4M$25.6K-$33.4M2026-10-15
Oregon Public Employees Retirement Fund
INCREASED115,835115,552+283+0%$32.5M$25.5M-$7.0M2026-10-30
Calamos Advisors LLC
INCREASED115,559113,224+2,335+2%$31.8M$25.4M-$6.4M2026-11-02
TD Waterhouse Canada Inc.
DECREASED112,555131,314-18,759-14%$37.6M$25.4M-$12.2M2026-10-16
Kimelman & Baird, LLC
INCREASED110,171108,096+2,075+2%$30.4M$24.2M-$6.2M2026-11-03
Daymark Wealth Partners, LLC
DECREASED108,213109,035-822-1%$30.7M$23.8M-$6.9M2026-11-04
ASR Vermogensbeheer N.V.
INCREASED107,33269,844+37,488+54%$19.6M$23.6M+$4.0M2026-10-16
HB Wealth Management, LLC
INCREASED106,058100,600+5,458+5%$28.3M$23.3M-$5.0M2026-10-23
Oak Grove Capital LLC
INCREASED105,800104,720+1,080+1%$29.4M$23.3M-$6.2M2026-10-09
ARS Investment Partners, LLC
INCREASED105,322102,737+2,585+3%$28.9M$23.2M-$5.7M2026-11-05
Crossmark Global Holdings, Inc.
DECREASED104,523119,101-14,578-12%$33.5M$23.0M-$10.5M2026-10-21
Godsey & Gibb, Inc
INCREASED103,019102,474+545+1%$28.8M$22.7M-$6.2M2026-10-14
Applied Finance Capital Management, LLC
DECREASED100,104107,214-7,110-7%$30.1M$22.0M-$8.1M2026-11-03
Parsons Capital Management Inc
DECREASED99,270100,079-809-1%$28.1M$21.8M-$6.3M2026-10-28
Palisade Asset Management, LLC
DECREASED96,62798,850-2,223-2%$27.8M$21.3M-$6.5M2026-11-03
Mutual of America Capital Management LLC
DECREASED96,17396,680-507-1%$27.2M$21.2M-$6.0M2026-10-23
NorthCrest Asset Manangement, LLC
INCREASED95,01373,319+21,694+30%$21.7M$21.5M-$120.1K2026-10-13
Williams Jones Wealth Management, Llc.
DECREASED91,247219,878-128,631-58%$61.8M$20.1M-$41.8M2026-11-05
Candriam S.C.A.
INCREASED90,12888,387+1,741+2%$24.8M$19.9M-$4.9M2026-11-03
Cullinan Associates Inc
DECREASED89,72590,150-4250%$25.4M$19.7M-$5.6M2026-11-03
Cullen T Bankers, Inc.
DECREASED89,49491,311-1,817-2%$25.7M$19.7M-$6.0M2026-10-28
Kestra Private Wealth Services, LLC
INCREASED88,91186,898+2,013+2%$24.4M$19.6M-$4.9M2026-10-30
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED87,29287,332-400%$24.6M$19.2M-$5.4M2026-10-13
SBI Securities Co., Ltd.
INCREASED85,37684,151+1,225+1%$23.7M$18.8M-$4.9M2026-10-22
Gradient Investments LLC
INCREASED82,74951,157+31,592+62%$14.4M$18.2M+$3.8M2026-10-08
ABN Amro Investment Solutions
INCREASED80,96462,692+18,272+29%$17.6M$17.8M+$176.8K2026-10-21
Cantor Fitzgerald Investment Advisors L.P.
INCREASED80,80241,840+38,962+93%$11.8M$17.8M+$6.0M2026-10-21
Generali Asset Management SPA SGR
INCREASED80,35477,193+3,161+4%$21.7M$17.7M-$4.0M2026-10-26
SteelPeak Wealth, LLC
INCREASED79,23928,833+50,406+175%$8.1M$17.4M+$9.3M2026-10-16
Apollon Wealth Management, LLC
DECREASED77,765115,960-38,195-33%$32.6M$17.1M-$15.5M2026-10-23
GHP Investment Advisors, Inc.
DECREASED77,31177,837-526-1%$21.9M$17.0M-$4.9M2026-10-15
Baldwin Wealth Partners LLC
DECREASED76,41181,560-5,149-6%$22.9M$16.8M-$6.1M2026-10-13
Wilkins Investment Counsel Inc
DECREASED75,74776,408-661-1%$21.5M$16.7M-$4.8M2026-11-03
Richard C. Young & Co., Ltd.
DECREASED75,19375,577-384-1%$21.3M$16.5M-$4.7M2026-11-04
Avanza Fonder AB
INCREASED75,13267,206+7,926+12%$18.9M$16.5M-$2.4M2026-10-13
Kanawha Capital Management LLC
INCREASED74,75370,167+4,586+7%$19.7M$16.4M-$3.3M2026-10-19
Assetmark, Inc
INCREASED74,65273,846+806+1%$20.8M$16.4M-$4.3M2026-10-21
Greenwood Capital Associates LLC
INCREASED73,64757,594+16,053+28%$16.2M$16.2M+$1.2K2026-10-27
Gulf International Bank (UK) Ltd
UNCHANGED73,34573,34500%$20.6M$16.1K-$20.6M2026-10-20
BAR Harbor Wealth Management
DECREASED73,30173,587-2860%$20.7M$16.1M-$4.6M2026-10-21
Welch & Forbes LLC
INCREASED72,27169,666+2,605+4%$19.6M$15.9M-$3.7M2026-11-04
Vise Technologies, Inc.
INCREASED71,66264,406+7,256+11%$18.1M$15.8M-$2.4M2026-10-29
Verity & Verity, LLC
INCREASED71,63369,451+2,182+3%$19.5M$15.8M-$3.8M2026-10-23
Foster Victor Wealth Advisors, LLC
INCREASED71,54268,695+2,847+4%$14.9M$16.9M+$2.0M2026-10-21
Oppenheimer & Co Inc
DECREASED71,30393,019-21,716-23%$26.2M$15.7M-$10.5M2026-10-26
Compagnie Lombard Odier SCmA
INCREASED70,56869,450+1,118+2%$19.5M$15.5M-$4.0M2026-11-04
Adell Harriman & Carpenter Inc
DECREASED69,94973,938-3,989-5%$20.8M$15.4M-$5.4M2026-11-02
Sound Income Strategies, LLC
INCREASED69,88165,388+4,493+7%$18.4M$15.8M-$2.6M2026-10-09
Tectonic Advisors LLC
INCREASED69,85362,345+7,508+12%$17.5M$15.4M-$2.2M2026-10-22
Vestor Capital, LLC
INCREASED69,71413,664+56,050+410%$3.7K$18.5K+$14.8K2026-11-04
Neville Rodie & Shaw Inc
DECREASED69,39472,047-2,653-4%$20.3K$15.3K-$5.0K2026-10-05
Wedbush Securities Inc
INCREASED68,46768,245+222+0%$19.2M$15.1K-$19.2M2026-10-22
United Capital Management of KS, Inc.
INCREASED68,22365,480+2,743+4%$18.4M$15.0M-$3.4M2026-11-04
Thompson Siegel & Walmsley LLC
DECREASED68,01276,012-8,000-11%$21.4M$15.0M-$6.4M2026-11-05
Farther Finance Advisors, LLC
INCREASED67,82764,251+3,576+6%$18.1M$14.9M-$3.1M2026-10-08
B. Metzler seel. Sohn & Co. AG
DECREASED66,47276,960-10,488-14%$21.6M$14.6M-$7.0M2026-10-30
Citizens Financial Group Inc
INCREASED66,28957,229+9,060+16%$16.1M$14.6M-$1.5M2026-10-23
Jacobs & Co
INCREASED65,40964,514+895+1%$18.1K$14.4K-$3.8K2026-10-09
Fisher Funds Management LTD
UNCHANGED65,34965,34900%$18.4M$14.4M-$4.0M2026-10-13
Wesbanco Bank Inc
DECREASED65,33375,623-10,290-14%$21.3M$14.4M-$6.9M2026-11-04
Diversify Advisory Services, LLC
INCREASED63,91252,800+11,112+21%$11.4M$15.0M+$3.5M2026-10-20
Diversify Wealth Management, LLC
INCREASED63,91252,800+11,112+21%$11.4M$15.0M+$3.5M2026-10-20
Illinois Municipal Retirement Fund
INCREASED63,62663,221+405+1%$17.8M$14.0M-$3.8M2026-11-05
Canal Insurance Co
UNCHANGED63,00063,00000%$17.7M$13.9K-$17.7M2026-10-20
Exchange Traded Concepts, LLC
INCREASED62,66244,338+18,324+41%$12.5M$13.8M+$1.3M2026-10-28
Banque Pictet & CIE SA
DECREASED62,35772,586-10,229-14%$20.4M$13.7M-$6.7M2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED62,11660,158+1,958+3%$16.9M$13.7M-$3.3M2026-10-27
Atria Investments, Inc
INCREASED61,86456,830+5,034+9%$16.0M$13.6M-$2.4M2026-10-15
Capital Investment Advisors, LLC
DECREASED61,71963,364-1,645-3%$17.8M$13.6M-$4.2M2026-10-22
Waters Parkerson & Co., LLC
INCREASED61,15960,767+392+1%$17.1M$13.5M-$3.6M2026-11-04
Wilmington Savings Fund Society, FSB
DECREASED59,88481,886-22,002-27%$23.0M$13.2M-$9.9M2026-10-23
Beese Fulmer Investment Management, Inc.
DECREASED58,97560,760-1,785-3%$17.1M$13.0M-$4.1M2026-10-23
Midwest Trust Co
INCREASED58,87758,173+704+1%$16.4M$12.9M-$3.4M2026-10-22
Principle Wealth Partners LLC
DECREASED58,19258,883-691-1%$16.6M$12.8M-$3.8M2026-11-02
Stackstone Wealth, LLC
NEW57,733—+57,733——$12.7M—2026-10-19
Imc-Chicago, LLC
DECREASED56,626104,713-48,087-46%$29.4M$12.5M-$17.0M2026-11-05
Smith Salley Wealth Management
INCREASED56,11054,255+1,855+3%$15.3M$12.3M-$2.9M2026-11-03
Meridian Wealth Management, LLC
INCREASED56,04854,546+1,502+3%$15.3M$12.3M-$3.0M2026-11-05
Choreo, LLC
INCREASED55,55847,599+7,959+17%$13.4M$12.2M-$1.2M2026-10-28
Viking Fund Management LLC
INCREASED55,00050,000+5,000+10%$14.1M$12.1M-$2.0M2026-10-14
American Assets Investment Management, LLC
UNCHANGED55,00055,00000%$15.5M$12.1M-$3.4M2026-10-30
Cynosure Group, LLC
UNCHANGED54,38254,38200%$15.3M$12.0M-$3.3M2026-11-03
Avity Investment Management Inc.
INCREASED53,21652,271+945+2%$14.7M$11.7M-$3.0M2026-10-09
Levin Capital Strategies, L.P.
DECREASED52,37060,416-8,046-13%$17.0M$11.5M-$5.5M2026-11-02
Radnor Capital Management, LLC
DECREASED52,02657,701-5,675-10%$16.2M$11.4M-$4.8M2026-10-23
Bell Bank
DECREASED51,92052,824-904-2%$14.9M$11.4M-$3.4M2026-10-21
Bryn Mawr Trust Advisors, LLC
DECREASED50,80358,494-7,691-13%$16.4M$11.2M-$5.3M2026-11-04
Congress Asset Management Co
DECREASED50,67661,981-11,305-18%$17.4M$11.1M-$6.3M2026-10-06
Hartford Investment Management Co
DECREASED50,43051,951-1,521-3%$14.6M$11.1M-$3.5M2026-11-04
NBT Bank, N.A.
INCREASED50,38950,376+13+0%$14.2M$11.1M-$3.1M2026-10-21
J.W. Cole Advisors, Inc.
DECREASED49,72850,284-556-1%$14.1M$10.9M-$3.2M2026-11-05
Ag2r LA Mondiale Gestion D'actifs
INCREASED49,70641,190+8,516+21%$11.6M$10.9M-$651.2K2026-10-26
Franklin Street Advisors Inc
DECREASED49,43750,293-856-2%$14.1M$10.9M-$3.3M2026-10-13
Badgley Phelps Wealth Managers, LLC
DECREASED48,32549,384-1,059-2%$13.9M$10.6M-$3.3M2026-10-22
E. Ohman J:or Asset Management AB
DECREASED47,870220,477-172,607-78%$62.0M$10.5M-$51.5M2026-10-22
Cohen Capital Management, Inc.
INCREASED47,83547,819+16+0%$13.4M$10.5M-$2.9M2026-10-14
Royal Fund Management, LLC
INCREASED47,40744,510+2,897+7%$12.5M$10.4M-$2.1M2026-10-22
Cardinal Capital Management
INCREASED47,34044,694+2,646+6%$12.6M$10.4M-$2.2M2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED47,12945,648+1,481+3%$12.8M$10.4M-$2.5M2026-11-05
Oppenheimer Asset Management Inc.
INCREASED46,81145,970+841+2%$12.9M$10.3M-$2.6M2026-10-27
Regions Financial Corp
DECREASED46,37648,087-1,711-4%$13.5M$10.2M-$3.3M2026-11-05
Louisiana State Employees Retirement System
DECREASED46,30048,000-1,700-4%$13.5M$10.2M-$3.3M2026-10-20
Old National Bancorp
DECREASED45,71455,114-9,400-17%$15.5M$10.1M-$5.4M2026-10-20
Lynch & Associates
DECREASED45,52745,647-1200%$12.8M$10.0M-$2.8M2026-10-13
Cornerstone Wealth Management, LLC
DECREASED44,56646,058-1,492-3%$13.0M$9.8M-$3.2M2026-11-04
Guyasuta Investment Advisors Inc
DECREASED44,44447,200-2,756-6%$13.3M$9.8M-$3.5M2026-10-15
Bokf, NA
DECREASED43,65951,261-7,602-15%$14.4M$9.6M-$4.8M2026-10-27
John G Ullman & Associates Inc
DECREASED43,48444,270-786-2%$12.4M$9.6M-$2.9M2026-11-04
Heritage Investors Management Corp
DECREASED43,18144,944-1,763-4%$12.6M$9.5M-$3.1M2026-10-29
Prime Capital Investment Advisors, LLC
INCREASED42,95836,563+6,395+17%$10.3M$9.4M-$834.1K2026-10-20
Trust Co of Vermont
DECREASED42,92143,069-1480%$12.1M$9.4M-$2.7M2026-10-21
IFP Advisors, Inc
DECREASED42,69143,273-582-1%$12.2M$9.4M-$2.8M2026-10-16
Cardinal Point Capital Management ULC
INCREASED42,43139,033+3,398+9%$11.0M$9.3M-$1.6M2026-10-21
Union Bancaire Privee, UBP SA
DECREASED42,40869,416-27,008-39%$24.4M$14.5M-$10.0M2026-11-04
Anderson Hoagland & Co
INCREASED42,17037,935+4,235+11%$10.7M$10.6M-$36.2K2026-10-23
Compound Planning, Inc.
DECREASED42,15442,292-1380%$11.9M$9.3M-$2.6M2026-11-05
Prospera Financial Services Inc
DECREASED42,02144,175-2,154-5%$12.4M$10.8M-$1.6M2026-11-04
Cutler Investment Counsel LLC
DECREASED41,79742,402-605-1%$11.9M$9.2M-$2.7M2026-10-28
ARS Wealth Advisors Group, LLC
INCREASED41,53941,468+71+0%$11.7M$9.1M-$2.5M2026-10-16
Sigma Planning Corp
DECREASED41,36541,417-520%$11.6M$9.6M-$2.0M2026-10-23
CoreCap Advisors, LLC
INCREASED41,30838,392+2,916+8%$10.8M$9.1M-$1.7M2026-10-08
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED40,61240,61200%$11.4M$11.4M$02026-10-15
NLB Skladi, upravljanje premozenja, d.o.o.
UNCHANGED40,51840,51800%$11.4M$8.9M-$2.5M2026-10-22
Fidelity D & D Bancorp Inc
UNCHANGED39,92239,92200%$11.2M$8.8M-$2.4M2026-11-05
SFE Investment Counsel
INCREASED39,41338,650+763+2%$10.9M$8.7M-$2.2M2026-10-29
Forbes J M & Co LLP
DECREASED39,37339,376-30%$11.1M$8.7M-$2.4M2026-10-16
Avantax Planning Partners, Inc.
INCREASED39,33936,526+2,813+8%$10.3M$8.7M-$1.6M2026-11-03
Sowell Financial Services LLC
INCREASED39,28939,076+213+1%$11.0M$8.6M-$2.3M2026-10-23
Cherry Creek Investment Advisors, Inc.
INCREASED38,66037,918+742+2%$10.7M$8.5M-$2.2M2026-10-14
Community Bank & Trust, Waco, Texas
INCREASED38,47037,218+1,252+3%$10.5M$8.5K-$10.5M2026-10-19
Strategic Wealth Investment Group, LLC
INCREASED37,63035,187+2,443+7%$9.9M$8.3M-$1.6M2026-10-29
Axxcess Wealth Management, LLC
DECREASED37,53652,210-14,674-28%$14.7M$8.3M-$6.4M2026-10-21
Forvis Mazars Wealth Advisors, LLC
INCREASED37,44437,199+245+1%$10.5M$8.2M-$2.2M2026-10-13
First Financial Bank - Trust Division
DECREASED37,30945,865-8,556-19%$12.9M$8.2M-$4.7M2026-10-01
Montgomery Investment Management Inc
DECREASED37,00237,302-300-1%$10.5M$8.1M-$2.4M2026-10-26
Knights of Columbus Asset Advisors LLC
DECREASED36,25550,929-14,674-29%$14.3M$8.0M-$6.3M2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED36,25432,127+4,127+13%$8.9M$8.0M-$958.0K2026-10-13
Simplicity Wealth,LLC
INCREASED36,04629,704+6,342+21%$8.4M$7.9M-$425.6K2026-10-23
Tokio Marine Asset Management Co LTD
INCREASED35,98834,633+1,355+4%$9.7M$7.9M-$1.8M2026-10-26
MGO One Seven LLC
INCREASED35,59135,123+468+1%$9.9M$7.8M-$2.0M2026-10-28
First National Trust Co
DECREASED35,40437,249-1,845-5%$10.5M$7.8M-$2.7M2026-10-28
Simon Quick Advisors, LLC
DECREASED34,73234,757-250%$9.8M$7.6M-$2.1M2026-10-26
Courier Capital LLC
INCREASED34,40934,160+249+1%$9.6M$7.6M-$2.0M2026-10-19
Clifford Swan Investment Counsel LLC
INCREASED34,01633,047+969+3%$9.3M$7.5M-$1.8M2026-11-05
Stokes Capital Advisors, LLC
DECREASED33,86334,177-314-1%$9.6M$7.4M-$2.2M2026-10-09
Simplex Trading, LLC
DECREASED33,78457,427-23,643-41%$16.1M$7.4M-$8.7M2026-11-04
Crestwood Advisors Group, LLC
DECREASED33,77034,493-723-2%$9.7M$7.4M-$2.3M2026-10-27
Fifth Third Wealth Advisors LLC
INCREASED33,72630,407+3,319+11%$8.6M$7.4M-$1.1M2026-10-22
Churchill Financial Advisors, LLC
DECREASED33,71433,808-940%$9.5M$7.4M-$2.1M2026-10-20
Advocate Group LLC
DECREASED33,70336,351-2,648-7%$10.2M$7.4M-$2.8M2026-10-19
Romano Brothers and Company
DECREASED33,68333,685-20%$9.5M$7.4M-$2.1M2026-10-22
Financial & Tax Architects, LLC
INCREASED33,54929,366+4,183+14%$8.3M$7.4M-$879.8K2026-10-15
Alpha Omega Wealth Management LLC
DECREASED33,14533,209-640%$9.3M$7.3M-$2.0M2026-10-23
Schaper Benz & Wise Investment Counsel Inc
DECREASED32,96933,159-190-1%$9.3M$7.3M-$2.1M2026-10-09
Eastern Bank
INCREASED32,74932,579+170+1%$9.2M$7.2M-$2.0M2026-10-05
AlphaCore Capital LLC
INCREASED32,38226,362+6,020+23%$7.4M$7.1M-$291.3K2026-11-04
Park Avenue Securities LLC
DECREASED32,29232,738-446-1%$9.2M$7.1M-$2.1M2026-10-26
Security National Bank
INCREASED32,04530,105+1,940+6%$8.5M$7.0M-$1.4M2026-10-26
Marathon Capital Management
INCREASED31,96831,148+820+3%$8.8M$7.0M-$1.7M2026-10-23
Kwmg, LLC
INCREASED31,78630,762+1,024+3%$8.7M$7.0M-$1.7M2026-10-07
Griffin Asset Management, Inc.
INCREASED31,40026,888+4,512+17%$7.6M$6.9M-$655.3K2026-10-22
Addenda Capital Inc.
UNCHANGED31,30031,30000%$8.8M$6.9M-$1.9M2026-10-13
Orange Investment Advisors, Inc.
INCREASED31,25230,503+749+2%$8.6M$6.9M-$1.7M2026-10-23
Cohen Klingenstein LLC
UNCHANGED31,16731,16700%$8.8M$6.9M-$1.9M2026-10-15
Carnegie Investment Counsel
DECREASED31,10131,313-212-1%$8.8M$6.8M-$2.0M2026-10-20
Signaturefd, LLC
DECREASED30,74231,013-271-1%$8.7M$6.8M-$2.0M2026-10-23
Inspire Trust Co, N.A.
INCREASED30,50030,000+500+2%$8.4M$6.7M-$1.7M2026-11-05
Global Wealth Management Investment Advisory, Inc.
INCREASED30,33920,638+9,701+47%$5.8M$6.7M+$868.7K2026-11-04
First Citizens Bank & Trust Co
INCREASED30,15121,493+8,658+40%$6.0M$6.6M+$587.2K2026-10-14
Brighton Jones LLC
INCREASED30,12327,739+2,384+9%$7.8M$6.6M-$1.2M2026-11-03
Searle & Co.
DECREASED29,90830,648-740-2%$8.6M$6.6M-$2.0M2026-11-04
Capital Investment Counsel, LLC
INCREASED29,80629,221+585+2%$8.2M$6.6M-$1.7M2026-10-14
Beacon Investment Advisory Services, Inc.
DECREASED29,76230,495-733-2%$8.6M$6.5M-$2.0M2026-10-13
XML Financial, LLC
INCREASED29,74429,225+519+2%$8.2M$6.5M-$1.7M2026-10-29
SS&H Financial Advisors, Inc.
INCREASED29,59029,465+125+0%$8.3M$6.5M-$1.8M2026-10-28
Bonness Enterprises Inc
UNCHANGED29,56429,56400%$8.3M$6.5M-$1.8M2026-10-08
Canandaigua National Bank & Trust Co
INCREASED29,53929,452+87+0%$8.3M$6.5M-$1.8M2026-10-07
WealthPlan Investment Management, LLC
DECREASED29,33329,394-610%$8.3M$6.5M-$1.8M2026-10-15
Parallel Advisors, LLC
DECREASED29,05629,538-482-2%$8.3M$6.4M-$1.9M2026-11-03
Dynamic Advisor Solutions LLC
INCREASED28,96628,457+509+2%$8.0M$6.4M-$1.6M2026-10-13
Hanson & Doremus Investment Management
INCREASED28,91325,471+3,442+14%$7.2M$6.4K-$7.2M2026-10-16
North Dakota State Investment Board
INCREASED28,81727,667+1,150+4%$7.8M$6.3M-$1.4M2026-10-27
NovaPoint Capital, LLC
INCREASED28,81728,333+484+2%$8.0M$6.3M-$1.6M2026-10-22
Brookstone Capital Management
INCREASED28,75525,468+3,287+13%$7.2M$6.3M-$837.8K2026-10-22
Factory Mutual Insurance Co
DECREASED28,45028,500-500%$8.0M$6.3M-$1.8M2026-10-30
Hudson Edge Investment Partners Inc.
DECREASED28,37828,700-322-1%$8.1M$6.2M-$1.8M2026-10-28
Chicago Partners Investment Group LLC
INCREASED28,20827,405+803+3%$5.7M$7.2M+$1.5M2026-10-27
Columbia Asset Management
DECREASED28,16028,403-243-1%$8.0M$6.2M-$1.8M2026-10-19
Independent Financial Group, LLC
DECREASED28,10132,302-4,201-13%$9.1M$6.2M-$2.9M2026-10-13
Rayburn West Financial Services LLC
INCREASED28,06726,307+1,760+7%$7.4M$6.2M-$1.2M2026-11-03
Goelzer Investment Management, Inc.
DECREASED27,96030,103-2,143-7%$8.5M$6.1M-$2.3M2026-10-16
NIA Impact Advisors, LLC
DECREASED27,41727,543-1260%$7.7M$6.0M-$1.7M2026-11-04
Hamilton Point Investment Advisors, LLC
INCREASED26,87926,875+4+0%$7.6M$5.9M-$1.6M2026-11-03
Advisors Management Group Inc
DECREASED26,69327,571-878-3%$7.8M$5.9M-$1.9M2026-11-05
Hall Laurie J Trustee
DECREASED26,42626,441-150%$7.4M$5.8M-$1.6M2026-10-06
Nicholas Company, Inc.
UNCHANGED26,41626,41600%$7.4M$5.8M-$1.6M2026-11-05
M Holdings Securities, Inc.
NEW26,414—+26,414——$6.4K—2026-11-03
Tufton Capital Management
DECREASED26,32426,364-400%$7.4M$5.8K-$7.4M2026-10-20
RFG Advisory, LLC
INCREASED26,08723,721+2,366+10%$6.7M$5.7M-$933.4K2026-11-03
Toth Financial Advisory Corp
DECREASED26,04927,310-1,261-5%$7.7M$5.7M-$2.0M2026-10-08
Farmers & Merchants Investments Inc
INCREASED25,92625,830+96+0%$7.3M$5.7M-$1.6M2026-10-22
Gamma Investing LLC
DECREASED25,91028,756-2,846-10%$8.1M$5.7M-$2.4M2026-10-08
Quadrant Private Wealth Management, LLC
NEW25,640—+25,640——$5.6M—2026-11-04
LMG Wealth Partners, LLC
INCREASED25,6173,464+22,153+640%$974.1K$5.6M+$4.7M2026-11-05
Wealthcare Advisory Partners LLC
INCREASED25,55921,674+3,885+18%$6.1M$5.6M-$473.9K2026-10-21
Mesirow Financial Investment Management, Inc.
DECREASED24,85825,622-764-3%$7.2M$5.5M-$1.7M2026-11-05
LaFleur & Godfrey LLC
DECREASED24,76439,414-14,650-37%$11.1M$5.4M-$5.6M2026-10-27
Ascentis Independent Advisors
INCREASED24,548462+24,086+5213%$129.9K$5.4M+$5.3M2026-11-03
GW Henssler & Associates LTD
INCREASED24,5401,641+22,899+1395%$461.5K$5.4M+$4.9M2026-10-26
Argyle Capital Management, LLC
INCREASED24,52424,314+210+1%$6.8M$5.4M-$1.4M2026-10-28
Fulton Bank, N.A.
INCREASED24,32723,985+342+1%$6.7M$5.4M-$1.4M2026-10-14
Summit Financial Wealth Advisors, LLC
INCREASED24,29822,925+1,373+6%$6.4M$5.3M-$1.1M2026-10-15
McCollum Christoferson Group LLC
INCREASED24,29824,213+85+0%$6.8M$5.3M-$1.5M2026-10-13
Silverlake Wealth Management LLC
DECREASED24,26424,630-366-1%$6.9M$5.3M-$1.6M2026-10-21
LS Investment Advisors, LLC
DECREASED24,23528,059-3,824-14%$7.9M$5.3M-$2.6M2026-10-13
Hourglass Capital, LLC
DECREASED23,75625,146-1,390-6%$7.1M$5.2M-$1.8M2026-10-26
Perigon Wealth Management, LLC
DECREASED23,65825,677-2,019-8%$7.2M$5.2M-$2.0M2026-10-22
Bouvel Investment Partners, LLC
INCREASED23,60223,371+231+1%$6.6M$5.2M-$1.4M2026-10-13
Patton Albertson Miller Group, LLC
INCREASED23,53723,382+155+1%$6.6M$5.2M-$1.4M2026-10-26
May Hill Capital, LLC
INCREASED23,5042,193+21,311+972%$616.6K$5.2M+$4.6M2026-11-03
Oak Harvest Investment Services
INCREASED23,44520,195+3,250+16%$5.7M$5.2M-$522.8K2026-10-20
Modera Wealth Management, LLC
INCREASED23,28422,644+640+3%$6.4M$5.1M-$1.2M2026-10-28
J.P. Marvel Investment Advisors, LLC
DECREASED23,13823,144-60%$6.5M$5.1M-$1.4M2026-11-02
Masterinvest Kapitalanlage GmbH
INCREASED23,01322,111+902+4%$6.2M$5.1M-$1.2M2026-11-03
Verdence Capital Advisors LLC
INCREASED23,00722,690+317+1%$6.4M$5.1M-$1.3M2026-10-26
Baker Chad R
INCREASED22,96022,885+75+0%$6.4M$5.0M-$1.4M2026-10-22
Hennion & Walsh Asset Management, Inc.
DECREASED22,88224,278-1,396-6%$6.8M$5.0M-$1.8M2026-10-13
Kintegral Advisory, LLC
INCREASED22,82922,700+129+1%$6.4M$5.0M-$1.4M2026-10-16
Hennessy Advisors Inc
INCREASED22,80022,596+204+1%$6.4M$5.0M-$1.3M2026-10-28
V-Square Quantitative Management LLC
INCREASED22,69322,055+638+3%$6.2M$5.0M-$1.2M2026-10-15
Iowa State Bank
DECREASED22,53525,180-2,645-10%$7.1M$5.0M-$2.1M2026-10-06
Compass Financial Management LLC
INCREASED22,40822,033+375+2%$5.7M$4.9M-$769.8K2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED22,38120,143+2,238+11%$5.7M$4.9M-$742.0K2026-10-21
Bill Few Associates, Inc.
INCREASED21,82119,815+2,006+10%$5.6M$4.8M-$773.1K2026-10-09
Mission Wealth Management, LP
DECREASED21,56031,091-9,531-31%$8.7M$4.7M-$4.0M2026-10-15
Verity Asset Management, Inc.
INCREASED21,44219,647+1,795+9%$5.5M$4.7M-$809.2K2026-10-30
Clean Yield Group
INCREASED21,38720,791+596+3%$5.8M$4.7M-$1.1M2026-10-28
First Pacific Financial
INCREASED21,33121,103+228+1%$5.9M$4.7M-$1.2M2026-10-14
Busey Bank
INCREASED21,22121,004+217+1%$5.9M$4.7M-$1.2M2026-10-26
Frank, Rimerman Advisors LLC
DECREASED21,18023,814-2,634-11%$6.7M$4.7M-$2.0M2026-10-16
Fideuram Asset Management (Ireland) dac
DECREASED20,99738,425-17,428-45%$9.9M$4.8M-$5.1M2026-10-29
Azzad Asset Management Inc
INCREASED20,82120,165+656+3%$5.7M$4.6M-$1.1M2026-11-04
Focused Wealth Management, Inc
INCREASED20,67520,433+242+1%$5.7M$4.5M-$1.2M2026-10-30
Valley Wealth Managers, Inc.
INCREASED20,56519,180+1,385+7%$5.4M$4.5M-$870.8K2026-10-09
SkyOak Wealth, LLC
DECREASED20,40921,432-1,023-5%$6.0M$4.5M-$1.5M2026-10-28
Old Port Advisors
DECREASED20,40820,587-179-1%$5.8M$4.5M-$1.3M2026-10-23
Herold Advisors, Inc.
INCREASED20,23619,748+488+2%$5.5M$4.5M-$1.1M2026-10-19
Green Alpha Advisors, LLC
INCREASED20,23219,929+303+2%$5.6M$4.4M-$1.2M2026-10-08
MassMutual Private Wealth & Trust, FSB
DECREASED20,18820,968-780-4%$5.9M$4.4M-$1.5M2026-10-05
Washington Trust Advisors, Inc.
DECREASED20,09520,452-357-2%$5.8M$4.4M-$1.3M2026-10-22
Sky Investment Group LLC
INCREASED20,00817,349+2,659+15%$4.9M$4.4M-$478.4K2026-10-30
DB&C Advisors, LLC
INCREASED19,92117,968+1,953+11%$5.1M$4.4M-$671.5K2026-10-26
Mengis Capital Management, Inc.
UNCHANGED19,70319,70300%$5.5M$4.3M-$1.2M2026-10-13
Hunter Associates Investment Management LLC
INCREASED19,65518,007+1,648+9%$5.1M$4.3M-$730.0K2026-10-26
Mystic Asset Management, Inc.
DECREASED19,62919,968-339-2%$5.6M$4.3M-$1.3M2026-10-15
Strengthening Families & Communities, LLC
INCREASED19,47118,651+820+4%$5.2M$4.3M-$962.7K2026-10-21
Next Level Private LLC
DECREASED19,45523,118-3,663-16%$6.5M$4.3M-$2.2M2026-10-20
Tema Etfs LLC
DECREASED19,29019,644-354-2%$5.5M$4.2M-$1.3M2026-10-16
Mendel Money Management
DECREASED19,17119,482-311-2%$5.5M$4.2M-$1.3M2026-11-02
Sage Capital Advisors,llc
INCREASED19,11019,081+29+0%$5.4M$4.2M-$1.2M2026-10-13
Greenleaf Trust
DECREASED19,01220,374-1,362-7%$5.7M$4.2M-$1.5M2026-10-29
Moneco Advisors, LLC
DECREASED18,98919,922-933-5%$5.6M$4.2M-$1.4M2026-11-05
Almanack Investment Partners, Llc.
DECREASED18,78020,375-1,595-8%$5.7M$4.1M-$1.6M2026-11-03
Quadrant Capital Group LLC
INCREASED18,74118,582+159+1%$5.2M$4.3M-$900.4K2026-10-20
Convergence Investment Partners, LLC
DECREASED18,70439,218-20,514-52%$11.0M$4.1M-$6.9M2026-10-28
BLB&B Advisors, LLC
DECREASED18,63819,769-1,131-6%$5.6M$4.1M-$1.5M2026-10-27
Intact Investment Management Inc.
INCREASED18,60017,500+1,100+6%$4.9M$4.1M-$830.5K2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED18,45822,545-4,087-18%$6.3M$4.1M-$2.3M2026-10-23
Trust Co of Toledo NA
DECREASED18,45118,716-265-1%$5.3M$4.1M-$1.2M2026-10-16
Associated Banc-Corp
INCREASED18,42718,395+32+0%$5.2M$4.1M-$1.1M2026-10-30
Blue Trust, Inc.
DECREASED18,41319,197-784-4%$5.4M$4.0M-$1.3M2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED18,41119,958-1,547-8%$5.6M$4.0M-$1.6M2026-11-03
C2c Wealth Management, LLC
DECREASED18,40518,721-316-2%$5.3M$4.0M-$1.2M2026-10-20
Plato Investment Management Ltd
DECREASED18,40219,502-1,100-6%$5.5M$4.1M-$1.4M2026-11-05
Northcape Wealth Management, LLC
DECREASED18,37918,471-920%$5.2M$4.0M-$1.2M2026-11-04
Capital Investment Advisory Services, LLC
INCREASED18,36817,737+631+4%$5.0M$4.0M-$947.2K2026-10-30
Valicenti Advisory Services Inc
DECREASED18,35119,041-690-4%$5.4K$4.0K-$1.3K2026-10-23
Moran Wealth Management, LLC
DECREASED18,34218,634-292-2%$5.2M$4.0M-$1.2M2026-10-22
Confluence Wealth Services, Inc.
DECREASED18,23119,768-1,537-8%$5.6M$4.0M-$1.5M2026-11-05
Larson Financial Group LLC
INCREASED18,22517,616+609+3%$5.0M$4.0M-$945.5K2026-11-05
RMR Wealth Builders
INCREASED18,15617,337+819+5%$4.9M$4.0M-$882.1K2026-10-22
Carret Asset Management, LLC
DECREASED18,06719,033-966-5%$5.4M$4.0M-$1.4M2026-11-04
Integrity Alliance, Llc.
INCREASED18,04517,748+297+2%$5.0M$4.0M-$1.0M2026-10-29
Pathway Financial Advisers, LLC
DECREASED18,00518,115-110-1%$5.1M$4.0M-$1.1M2026-10-27
Alps Advisors Inc
DECREASED17,98021,742-3,762-17%$6.1M$4.0M-$2.2M2026-11-03
St. Clair Advisors, LLC
INCREASED17,92916,301+1,628+10%$4.6M$3.9M-$640.9K2026-10-13
Foresight Capital Management Advisors, Inc.
INCREASED17,76817,603+165+1%$5.0M$3.9M-$1.0M2026-10-27
International Assets Investment Management, LLC
INCREASED17,72014,494+3,226+22%$4.1M$4.0M-$150.0K2026-11-02
Apella Capital, LLC
INCREASED17,68914,785+2,904+20%$4.5M$3.9M-$625.7K2026-10-08
Insight Inv LLC
INCREASED17,67815,213+2,465+16%$4.3M$3.9M-$390.1K2026-10-27
OmniStar Financial Group, Inc.
INCREASED17,5248,288+9,236+111%$2.3M$3.9M+$1.5M2026-10-26
Linscomb Wealth, Inc.
INCREASED17,49917,016+483+3%$4.8M$3.8M-$936.4K2026-11-05
NTV Asset Management LLC
INCREASED17,49417,110+384+2%$4.8M$3.8M-$963.8K2026-10-23
Naples Global Advisors, LLC
INCREASED17,36417,322+42+0%$4.9M$3.8M-$1.1M2026-11-05
AMG National Trust Bank
DECREASED17,15417,181-270%$4.8M$3.8M-$1.1M2026-11-05
Occidental Asset Management, LLC
INCREASED16,92515,017+1,908+13%$4.2M$3.7M-$500.7K2026-11-05
Burney Co/
INCREASED16,85915,560+1,299+8%$4.4M$3.7M-$667.8K2026-10-15
Grimes & Co Wealth Management, LLC
DECREASED16,84021,008-4,168-20%$5.9M$3.7M-$2.2M2026-10-29
Caldwell Trust Co
DECREASED16,82222,680-5,858-26%$6.4M$3.7M-$2.7M2026-10-30
Formidable Asset Management, LLC
INCREASED16,74815,975+773+5%$3.9M$4.7M+$837.6K2026-11-03
Atala Financial Inc
UNCHANGED16,74016,74000%$4.7M$3.7M-$1.0M2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
INCREASED16,72416,374+350+2%$4.6M$3.7M-$926.5K2026-10-23
CWA Asset Management Group, LLC
DECREASED16,66517,005-340-2%$4.8M$3.7M-$1.1M2026-10-19
Ascent Group, LLC
DECREASED16,64017,621-981-6%$5.0M$3.7M-$1.3M2026-10-30
Y-Intercept (Hong Kong) Ltd
NEW16,629—+16,629——$3.7M—2026-10-16
MFG Wealth Management, Inc.
INCREASED16,62215,182+1,440+9%$4.3M$3.7M-$613.7K2026-10-09
Pittenger & Anderson Inc
INCREASED16,53516,450+85+1%$4.6M$3.6M-$989.4K2026-11-02
Citadel Investment Advisory, Inc.
DECREASED16,52516,875-350-2%$4.7M$3.6M-$1.1M2026-10-15
ZWJ Investment Counsel Inc
INCREASED16,37114,689+1,682+11%$4.1M$3.6M-$530.2K2026-10-15
Stolper Co
INCREASED16,36616,248+118+1%$4.6K$3.6K-$9702026-10-13
Chesley Taft & Associates LLC
INCREASED16,25715,657+600+4%$4.4M$3.6M-$827.5K2026-10-13
Valeo Financial Advisors, LLC
INCREASED16,15515,643+512+3%$4.4M$3.6M-$846.2K2026-10-08
Profund Advisors LLC
DECREASED16,12417,402-1,278-7%$4.9M$3.5M-$1.3M2026-10-29
Strong Tower Advisory Services
INCREASED16,07314,076+1,997+14%$4.0M$3.5M-$423.4K2026-10-13
180 Wealth Advisors, LLC
INCREASED16,00615,459+547+4%$4.3M$3.5M-$827.0K2026-11-03
Howland Capital Management LLC
INCREASED15,98615,808+178+1%$4.4M$3.5M-$929.5K2026-10-22
Silverberg Bernstein Capital Management LLC
INCREASED15,83415,534+300+2%$4.4M$3.5M-$885.9K2026-10-13
Evergreen Capital Management LLC
INCREASED15,80812,569+3,239+26%$3.5M$3.5M-$57.9K2026-10-23
Ledyard National Bank
INCREASED15,75715,590+167+1%$4.4M$3.5M-$918.6K2026-10-21
Perpetual Ltd
INCREASED15,68311,053+4,630+42%$3.1M$3.4M+$340.9K2026-10-13
VestGen Advisors, LLC
INCREASED15,62214,520+1,102+8%$4.1M$3.4M-$647.3K2026-10-27
Bailard, Inc.
INCREASED15,60215,175+427+3%$4.3M$3.4M-$835.8K2026-10-13
Brian LOW Financial Group, LLC
INCREASED15,57411,643+3,931+34%$3.3M$3.4M+$151.4K2026-10-28
Plan Group Financial, LLC
INCREASED15,56212,853+2,709+21%$3.6M$3.8M+$150.4K2026-10-22
CX Institutional
INCREASED15,56014,354+1,206+8%$4.0K$3.4K-$6142026-10-02
Sagespring Wealth Partners, LLC
DECREASED15,35128,910-13,559-47%$8.1M$3.4M-$4.8M2026-10-22
Asset Dedication, LLC
DECREASED15,20916,074-865-5%$4.5M$3.3M-$1.2M2026-11-03
CFC Planning Co LLC
INCREASED15,11914,120+999+7%$4.0M$3.3M-$645.0K2026-10-28
Alkeme Wealth, LLC
DECREASED15,00515,214-209-1%$4.3M$3.3M-$978.3K2026-10-08
Washington Trust Co
DECREASED14,94616,304-1,358-8%$4.6M$3.3M-$1.3M2026-10-22
North Star Investment Management Corp.
DECREASED14,93515,063-128-1%$4.2M$3.3M-$951.2K2026-10-27
Philip James Wealth Mangement, LLC
INCREASED14,87214,687+185+1%$4.1M$3.3M-$859.3K2026-10-27
Lockheed Martin Investment Management Co
DECREASED14,78043,720-28,940-66%$12.3M$3.3M-$9.0M2026-11-04
Oarsman Capital, Inc.
INCREASED14,77614,288+488+3%$4.0M$3.2M-$768.2K2026-11-05
Legal Advantage Investments, Inc.
INCREASED14,7505,884+8,866+151%$1.7M$3.2M+$1.6M2026-10-13
Cyndeo Wealth Partners, LLC
INCREASED14,73113,234+1,497+11%$3.7M$3.2M-$481.8K2026-10-16
RKL Wealth Management LLC
INCREASED14,66013,883+777+6%$3.9M$3.2M-$680.0K2026-10-16
HUB Investment Partners, LLC
INCREASED14,48012,294+2,186+18%$3.5M$3.2M-$272.5K2026-11-03
Vertrix Wealth Management, LLC
INCREASED14,43913,194+1,245+9%$3.7M$3.2M-$534.7K2026-10-13
Catherine Avery Investment Management LLC
DECREASED14,29625,644-11,348-44%$7.2M$3.1M-$4.1M2026-10-14
Sentry LLC
DECREASED14,20814,340-132-1%$4.0M$3.1M-$907.7K2026-10-30
Cassaday & Co Wealth Management LLC
DECREASED14,19614,720-524-4%$4.1M$3.1M-$1.0M2026-10-27
Nations Financial Group Inc,
DECREASED14,16114,566-405-3%$4.1M$3.1M-$981.7K2026-11-05
Excalibur Management Corp
INCREASED13,85413,592+262+2%$3.8M$3.0M-$775.5K2026-11-02
KMG Fiduciary Partners, LLC
DECREASED13,83115,228-1,397-9%$4.3M$3.0M-$1.2M2026-10-14
Bangor Savings Bank
DECREASED13,82013,908-88-1%$3.9M$3.0M-$871.6K2026-10-06
Ashurst Perkins Coie Trust Co
DECREASED13,79414,693-899-6%$4.1M$3.0M-$1.1M2026-10-15
GAM Holding AG
DECREASED13,79214,743-951-6%$4.1M$3.0M-$1.1M2026-11-03
Flagship Harbor Advisors, LLC
INCREASED13,78513,214+571+4%$3.7M$3.0M-$684.1K2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED13,78011,819+1,961+17%$3.3M$3.0K-$3.3M2026-10-14
Connecticut Wealth Management, LLC
DECREASED13,76514,288-523-4%$4.0M$3.0M-$990.5K2026-10-13
Wealth Effects LLC
DECREASED13,75514,855-1,100-7%$4.2M$3.0M-$1.2M2026-10-23
First Nebraska Trust Co
DECREASED13,73314,088-355-3%$4.0M$3.0M-$941.6K2026-10-30
Carroll Advisory Group, LLC
INCREASED13,66513,656+9+0%$3.8M$3.0M-$834.8K2026-10-16
Cornerstone Planning, LLC
INCREASED13,59013,573+17+0%$3.8M$3.6M-$260.2K2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED13,58613,946-360-3%$3.9M$3.0M-$933.8K2026-10-23
Forza Wealth Management, LLC
INCREASED13,55013,211+339+3%$3.7M$3.0M-$735.0K2026-10-20
Sage Investment Advisers LLC
INCREASED13,52213,419+103+1%$3.8M$3.0M-$799.7K2026-10-21
Cypress Capital Group
DECREASED13,49017,659-4,169-24%$5.0M$3.0M-$2.0M2026-11-03
Sage Capital Management, LLC
INCREASED13,37313,322+51+0%$3.7M$2.9M-$806.1K2026-10-20
Cacti Asset Management LLC
DECREASED13,35013,600-250-2%$3.8M$2.9M-$887.6K2026-10-01
Lynch Asset Management, Inc.
DECREASED13,30013,350-500%$3.8M$2.9M-$829.1K2026-10-28
Mcdonald Partners LLC
INCREASED13,29912,077+1,222+10%$3.4M$2.9M-$471.5K2026-11-03
Mcrae Capital Management Inc
INCREASED13,29012,801+489+4%$3.6M$2.9M-$676.7K2026-10-15
Royal Palms Capital LLC
DECREASED13,26013,459-199-1%$3.8M$2.9M-$868.7K2026-10-23
Lanark Financial, Inc.
INCREASED13,24612,721+525+4%$3.6M$2.9M-$664.3K2026-10-26
Brown Miller Wealth Management, LLC
INCREASED13,17613,126+50+0%$3.7M$2.9M-$793.4K2026-11-02
Chilton Capital Management LLC
INCREASED13,16112,579+582+5%$3.5M$2.9M-$642.8K2026-10-28
Private Trust Co NA
INCREASED13,13212,687+445+4%$3.6M$2.9M-$679.6K2026-10-20
Tortuga Wealth Management, Inc
INCREASED13,13010,922+2,208+20%$3.1M$2.9M-$183.0K2026-10-27
Wedmont Private Capital
INCREASED13,12812,349+779+6%$3.6M$3.0M-$576.0K2026-10-09
Y.D. More Investments Ltd
INCREASED13,09511,657+1,438+12%$3.3M$2.9M-$398.0K2026-11-02
Sippican Capital Advisors
INCREASED13,0459,023+4,022+45%$2.5M$2.9M+$331.6K2026-10-23
Chicago Capital, LLC
DECREASED13,02227,410-14,388-52%$7.7M$2.9M-$4.8M2026-10-13
Onyx Bridge Wealth Group LLC
INCREASED12,9208,079+4,841+60%$2.3M$2.8M+$569.5K2026-10-16
Lantz Financial LLC
DECREASED12,87612,990-114-1%$3.7M$2.8M-$821.1K2026-10-15
Plimoth Trust Co LLC
INCREASED12,65912,299+360+3%$3.5M$2.8M-$674.5K2026-10-26
LEE Danner & Bass Inc
UNCHANGED12,64912,64900%$3.6M$2.8M-$775.1K2026-10-27
Independent Solutions Wealth Management, LLC
INCREASED12,48810,099+2,389+24%$2.8M$2.7M-$93.5K2026-10-28
Csenge Advisory Group
DECREASED12,47813,355-877-7%$3.8M$2.7M-$1.0M2026-11-04
Marks Group Wealth Management, Inc
INCREASED12,42010,971+1,449+13%$3.1M$2.7M-$353.6K2026-11-05
Cypress Capital, LLC
INCREASED12,40012,055+345+3%$3.4M$2.7M-$662.9K2026-10-20
St. Louis Financial Planners Asset Management, LLC
DECREASED12,35914,234-1,875-13%$4.1M$3.1M-$1.1M2026-10-16
Sanders Morris Harris LLC
NEW12,308—+12,308——$2.8M—2026-10-14
New England Research & Management, Inc.
DECREASED12,27812,368-90-1%$3.5M$2.7M-$777.7K2026-10-16
Montag A & Associates Inc
DECREASED12,25417,261-5,007-29%$4.9M$2.7M-$2.2M2026-10-29
Chicago Trust Co NA
INCREASED12,1169,322+2,794+30%$2.6M$2.7M+$43.2K2026-10-28
Procyon Advisors, LLC
DECREASED11,99016,765-4,775-28%$4.7M$2.6M-$2.1M2026-10-21
Parcion Private Wealth LLC
INCREASED11,9549,715+2,239+23%$2.7M$2.6M-$102.9K2026-10-28
Udine Wealth Management, Inc.
INCREASED11,87011,303+567+5%$3.2M$2.6M-$567.9K2026-10-23
Eagle Rock Investment Company, LLC
DECREASED11,85313,251-1,398-11%$3.7M$2.6M-$1.1M2026-10-21
Parkside Financial Bank & Trust
INCREASED11,82511,604+221+2%$3.3M$2.6M-$662.5K2026-10-27
Novem Group
INCREASED11,79711,644+153+1%$3.3M$2.6M-$679.6K2026-10-19
Global Assets Advisory, LLC
INCREASED11,75011,291+459+4%$3.3M$2.6M-$660.6K2026-10-28
CJM Wealth Advisers, Ltd.
INCREASED11,74111,683+58+1%$3.3M$2.6M-$703.3K2026-10-27
Yoffe Investment Management, LLC
UNCHANGED11,73111,73100%$3.3M$2.6M-$718.9K2026-11-02
ROI Financial Advisors, LLC
DECREASED11,67712,209-532-4%$3.4M$2.6M-$865.0K2026-10-19
Boothe Investment Group, Inc.
INCREASED11,63210,393+1,239+12%$2.9M$2.6M-$364.4K2026-10-22
Aries Wealth Management
UNCHANGED11,53711,53700%$3.2M$2.5M-$707.0K2026-10-23
Pegasus Asset Management, Inc.
INCREASED11,50010,906+594+5%$3.1M$2.5M-$537.7K2026-11-03
Roffman Miller Associates Inc
INCREASED11,49610,580+916+9%$3.0M$2.5M-$446.8K2026-10-19
Exchange Bank
INCREASED11,49611,483+13+0%$3.2M$2.5M-$700.8K2026-10-07
Mather Group, Llc.
INCREASED11,4437,263+4,180+58%$2.0M$2.5M+$474.4K2026-10-14
Venture Visionary Partners LLC
DECREASED11,39911,998-599-5%$3.4M$2.5M-$866.9K2026-10-07
Park National Corp
DECREASED11,39111,651-260-2%$3.3M$2.5M-$771.2K2026-10-05
StoneX Group Inc.
INCREASED11,3905,340+6,050+113%$1.5M$2.5M+$1.0M2026-11-03
United Advisor Group, LLC
INCREASED11,3767,495+3,881+52%$2.1M$2.5M+$394.3K2026-11-03
O'Domhnaill Enterprises, Inc.
INCREASED11,34110,397+944+9%$2.9M$2.5M-$429.5K2026-10-29
Nicholas Hoffman & Company, Llc.
INCREASED11,2979,658+1,639+17%$2.7M$2.5M-$231.5K2026-10-30
JFS Wealth Advisors, LLC
INCREASED11,25011,185+65+1%$3.1M$2.5M-$671.1K2026-11-03
Spire Wealth Management
DECREASED11,24012,099-859-7%$3.4M$2.5M-$930.5K2026-10-30
Robertson Stephens Wealth Management, LLC
INCREASED11,2059,851+1,354+14%$2.8M$2.5M-$305.7K2026-10-16
Pines Wealth Management, LLC
DECREASED11,19911,218-190%$3.2M$2.5M-$691.6K2026-10-21
LVM Capital Management LTD
DECREASED11,05511,395-340-3%$3.2K$2.4M+$2.4M2026-10-20
Cornell Pochily Investment Advisors, Inc.
DECREASED11,02111,063-420%$3.1M$2.4M-$687.2K2026-10-19
Wagner Wealth Management, LLC
INCREASED10,9649,648+1,316+14%$2.7M$2.4M-$301.8K2026-10-21
Granite Islands Private Wealth, LLC
INCREASED10,9559,313+1,642+18%$2.6M$2.4M-$205.3K2026-10-16
Alternative Investment Advisors, Llc.
INCREASED10,93910,850+89+1%$3.1M$2.4M-$644.8K2026-11-03
Towne Trust Company, N.a
INCREASED10,88410,832+52+0%$3.0M$2.4M-$652.3K2026-10-28
AXS Investments LLC
DECREASED10,88311,594-711-6%$3.3M$2.4M-$866.9K2026-11-04
Madden Securities Corp
DECREASED10,79013,265-2,475-19%$3.7M$2.4M-$1.4M2026-10-27
Global Financial Private Client, LLC
INCREASED10,75510,677+78+1%$3.0M$2.4M-$637.0K2026-10-15
Ironwood Financial, llc
DECREASED10,74910,776-270%$3.1M$2.4M-$763.5K2026-10-20
Ascentis Wealth Management, LLC
DECREASED10,74711,844-1,097-9%$3.3M$2.4M-$968.2K2026-11-03
Essex LLC
INCREASED10,7409,788+952+10%$2.8M$2.4M-$390.4K2026-10-14
Genus Capital Management Inc.
INCREASED10,7252,882+7,843+272%$810.4K$2.4M+$1.5M2026-11-04
CFS Investment Advisory Services, LLC
INCREASED10,7139,925+788+8%$2.9M$2.4M-$502.8K2026-10-19
Ticino Wealth
INCREASED10,7069,782+924+9%$2.8M$2.4M-$396.2K2026-10-13
SevenBridge Financial Group, LLC
DECREASED10,68311,347-664-6%$2.7M$2.6M-$108.0K2026-10-26
Investment House LLC
DECREASED10,68014,305-3,625-25%$4.0M$2.3M-$1.7M2026-10-21
Split Creek LLC DBA Split Creek Capital LLC
DECREASED10,66610,670-40%$3.0M$2.3M-$654.7K2026-11-02
Bahl & Gaynor LLC
DECREASED10,63010,820-190-2%$3.0M$2.3M-$704.8K2026-11-05
Trust Investment Advisors
INCREASED10,6108,743+1,867+21%$2.5M$2.3M-$125.0K2026-10-20
Journey Advisory Group, LLC
DECREASED10,53910,819-280-3%$3.0M$2.3M-$724.6K2026-11-04
Firetrail Investments PTY LTD
INCREASED10,4806,820+3,660+54%$1.9M$2.3M+$407.9K2026-11-05
Indivisible Partners
INCREASED10,4597,846+2,613+33%$2.2M$2.3M+$93.8K2026-10-26
Peddock Capital Advisors, LLC
INCREASED10,43310,332+101+1%$2.9M$2.3M-$610.7K2026-10-16
Diversified Enterprises, LLC
INCREASED10,42310,061+362+4%$2.8M$2.3M-$536.8K2026-10-19
Riggs Asset Managment Co. Inc.
INCREASED10,3669,930+436+4%$2.8M$2.3M-$512.6K2026-11-05
Trust Asset Management LLC
UNCHANGED10,36310,36300%$2.9M$2.3M-$635.0K2026-11-03
Fagan Associates, Inc.
INCREASED10,21610,145+71+1%$2.9M$2.2M-$606.1K2026-10-13
Grey Ledge Advisors, LLC
DECREASED10,19710,201-40%$2.9M$2.2M-$626.0K2026-11-02
Optimist Retirement Group LLC
INCREASED10,1699,845+324+3%$2.8M$2.2M-$532.1K2026-10-30
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED10,1547,590+2,564+34%$2.1M$2.2M+$98.8K2026-10-22
Koenig Investment Advisory, LLC
DECREASED10,15410,382-228-2%$2.9M$2.2M-$686.5K2026-10-09
Bank of New Hampshire
DECREASED10,12010,572-452-4%$3.0M$2.2M-$747.3K2026-10-06
Compass Ion Advisors, LLC
DECREASED10,11210,424-312-3%$2.9M$2.2M-$707.8K2026-10-23
Accurate Wealth Management, LLC
INCREASED10,1019,496+605+6%$2.7M$2.3M-$400.5K2026-10-20
Physicians Financial Services, Inc.
DECREASED10,10110,161-60-1%$2.9M$2.2M-$635.0K2026-11-04
Uncommon Cents Investing Inc
INCREASED10,09810,084+14+0%$2.8M$2.2M-$614.9K2026-10-20
Opinicus Capital, Inc.
INCREASED10,0838,728+1,355+16%$2.5M$2.2M-$237.0K2026-10-28
Hartline Investment Corp/
DECREASED10,07646,514-36,438-78%$13.1M$2.2M-$10.9M2026-10-29
Providence Wealth Advisors, LLC
DECREASED10,05310,072-190%$2.9M$2.2M-$637.9K2026-10-29
Westhampton Capital, LLC
DECREASED10,03510,235-200-2%$2.9M$2.2M-$671.2K2026-10-30
Avidian Wealth Enterprises, LLC
DECREASED10,01510,579-564-5%$3.0M$2.2M-$772.2K2026-10-08
Adirondack Trust Co
INCREASED9,9478,214+1,733+21%$2.3M$2.2M-$122.2K2026-10-14
MBL Wealth, LLC
INCREASED9,9277,662+2,265+30%$2.2M$2.2M+$28.5K2026-10-22
Advisor OS, LLC
INCREASED9,8979,485+412+4%$2.7M$2.2M-$490.5K2026-11-03
Signal Advisors Wealth, LLC
INCREASED9,8969,450+446+5%$2.7M$2.2M-$481.0K2026-10-13
Trust Point Inc.
DECREASED9,8849,914-300%$2.8M$2.2M-$614.1K2026-10-27
Krilogy Financial LLC
INCREASED9,8567,752+2,104+27%$2.2M$2.2M+$57.5K2026-10-13
Bank Pictet & Cie (Europe) AG
INCREASED9,8488,955+893+10%$2.5M$2.2M-$352.4K2026-10-20
Leo Wealth, LLC
NEW9,752—+9,752——$2.1M—2026-10-26
Facet Wealth, Inc.
INCREASED9,7357,237+2,498+35%$2.0M$2.1M+$105.9K2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED9,6859,491+194+2%$2.7M$2.1M-$538.9K2026-10-14
M. Kraus & Co
UNCHANGED9,6859,68500%$2.7M$2.1M-$593.5K2026-10-20
Dudley Capital Management, LLC
DECREASED9,67312,206-2,533-21%$3.4M$2.1M-$1.3M2026-10-23
Linden Thomas Advisory Services, LLC
INCREASED9,6589,212+446+5%$2.6M$2.1M-$466.4K2026-10-19
SAX Wealth Advisors, LLC
INCREASED9,5768,550+1,026+12%$2.1M$2.1M+$33.7K2026-10-13
G&S Capital LLC
INCREASED9,5243,213+6,311+196%$903.6K$2.1M+$1.2M2026-10-23
Seamount Financial Group Inc
DECREASED9,4709,863-393-4%$2.8M$2.1M-$690.8K2026-10-21
Kessler Investment Group, LLC
UNCHANGED9,4499,44900%$2.7M$2.1M-$579.0K2026-10-08
Citizens National Bank Trust Department
UNCHANGED9,4449,44400%$2.7M$2.1M-$578.7K2026-11-04
Davidson Capital Management Inc.
INCREASED9,4368,933+503+6%$2.5M$2.1M-$436.8K2026-10-15
Rossmore Private Capital
INCREASED9,4078,711+696+8%$2.4M$2.1M-$380.7K2026-10-27
Ipswich Investment Management Co., Inc.
DECREASED9,40510,705-1,300-12%$3.0M$2.1M-$941.9K2026-10-13
Bfsg, LLC
DECREASED9,4029,494-92-1%$2.7M$2.1M-$602.0K2026-10-30
Tilia Fiduciary Partners, Inc.
INCREASED9,3868,945+441+5%$2.5M$2.1M-$451.3K2026-10-09
Harmony Asset Management LLC
DECREASED9,35718,750-9,393-50%$5.3M$2.1M-$3.2M2026-10-20
Robbins Farley
INCREASED9,3519,016+335+4%$2.5M$2.1M-$478.8K2026-10-21
Integrated Advisors Network LLC
DECREASED9,30517,597-8,292-47%$4.9M$2.0M-$2.9M2026-10-20
Ascent Wealth Partners, LLC
DECREASED9,2759,311-360%$2.6M$2.0M-$578.5K2026-10-23
Register Financial Advisors LLC
INCREASED9,2659,153+112+1%$2.6M$2.0M-$536.3K2026-10-23
Gen-Wealth Partners Inc
INCREASED9,2109,073+137+2%$2.6M$2.0M-$526.0K2026-11-04
Gateway Investment Advisers LLC
INCREASED9,1818,858+323+4%$2.5M$2.0M-$471.7K2026-10-13
Tompkins Financial Corp
INCREASED9,1718,574+597+7%$2.4M$2.0M-$394.1K2026-10-05
True Private Wealth Advisors
INCREASED9,1366,694+2,442+36%$1.9M$2.0M+$126.8K2026-10-19
Home Federal Bank of Tennessee
DECREASED9,1129,246-134-1%$2.6M$2.0M-$596.1K2026-10-15
Carolina Wealth Advisors, LLC
INCREASED9,1078,853+254+3%$2.5M$2.0M-$486.6K2026-10-23
Peck Wealth Management, LLC
DECREASED9,0659,165-100-1%$2.6M$2.0M-$583.6K2026-10-29
Grove Bank & Trust
DECREASED9,0479,117-70-1%$2.6M$2.0M-$574.1K2026-10-08
Abundance Wealth Counselors
INCREASED9,0098,321+688+8%$2.3M$2.0M-$358.6K2026-10-26
Investors Asset Management of Georgia Inc
INCREASED8,9868,899+87+1%$2.5M$2.0M-$526.2K2026-10-20
KCM Investment Advisors LLC
DECREASED8,9669,711-745-8%$2.7M$2.0M-$758.8K2026-10-27
BKM Wealth Management, LLC
INCREASED8,9638,673+290+3%$2.4M$2.0M-$467.8K2026-10-22
Luts & Greenleigh Group, Inc.
DECREASED8,9569,188-232-3%$2.6M$2.0M-$614.0K2026-11-05
Cidel Asset Management Inc
INCREASED8,9498,644+305+4%$2.4M$2.0M-$462.6K2026-10-29
InvesTrust
DECREASED8,91810,619-1,701-16%$3.0M$2.0M-$1.0M2026-10-14
Nilsine Partners, LLC
DECREASED8,9109,383-473-5%$2.6M$2.0M-$679.1K2026-11-02
Strategic Blueprint, LLC
DECREASED8,9049,547-643-7%$2.7M$2.0M-$726.3K2026-10-22
Generali Investments, Management Co LLC
DECREASED8,8839,942-1,059-11%$2.8M$2.0M-$842.2K2026-10-19
Cigna Investments Inc
DECREASED8,8338,857-240%$2.5M$1.9K-$2.5M2026-10-19
Corrado Advisors, LLC
INCREASED8,7988,371+427+5%$2.4M$1.9M-$419.1K2026-10-27
Paragon Private Wealth Management, LLC
DECREASED8,79310,389-1,596-15%$2.9M$1.9M-$987.6K2026-10-20
Garner Asset Management Corp
DECREASED8,7839,018-235-3%$2.5M$2.2M-$309.9K2026-10-30
Sacks & Associates, LLC
DECREASED8,7779,717-940-10%$2.2M$1.9M-$242.9K2026-10-09
TD Private Client Wealth LLC
DECREASED8,7719,773-1,002-10%$2.7M$1.9M-$819.3K2026-10-28
Cooper Financial Group
DECREASED8,7719,052-281-3%$2.5M$1.9M-$616.5K2026-10-07
Symphony Financial, Ltd. Co.
INCREASED8,7603,539+5,221+148%$986.4K$1.9M+$946.9K2026-10-22
Key Client Fiduciary Advisors, LLC
INCREASED8,7368,707+29+0%$2.4M$1.9M-$527.0K2026-10-19
Karras Company, Inc.
DECREASED8,7088,782-74-1%$2.5M$1.9M-$554.4K2026-10-16
Greenspring Advisors, LLC
INCREASED8,6744,172+4,502+108%$1.2M$1.9M+$734.5K2026-11-05
Investment Partners Asset Management, Inc.
DECREASED8,6688,694-260%$2.4M$1.9M-$538.5K2026-10-09
Meridian Investment Counsel Inc.
DECREASED8,6538,728-75-1%$2.5M$1.9M-$551.3K2026-10-14
Parisi Gray Wealth Management
DECREASED8,6248,833-209-2%$2.5M$1.9M-$587.5K2026-10-16
Inscription Capital, LLC
DECREASED8,5659,700-1,135-12%$2.7M$1.9M-$844.1K2026-11-02
Vaughan David Investments LLC
UNCHANGED8,5268,52600%$2.4M$1.9M-$523.0K2026-11-05
Castle Rock Wealth Management, LLC
DECREASED8,51118,208-9,697-53%$5.2M$1.9M-$3.3M2026-10-09
Capital Asset Advisory Services LLC
DECREASED8,4918,968-477-5%$2.5M$2.1M-$381.3K2026-10-30
Centennial Wealth Advisory LLC
INCREASED8,4578,351+106+1%$2.3M$1.9M-$487.7K2026-10-16
Third View Private Wealth, LLC
DECREASED8,4498,995-546-6%$2.5M$1.9M-$671.2K2026-10-30
Richards, Merrill & Peterson, Inc.
DECREASED8,4368,461-250%$2.4M$1.9M-$524.1K2026-10-19
Inman Jager Wealth Management, LLC
DECREASED8,4048,433-290%$2.4M$1.8M-$523.2K2026-11-05
Cane Capital Partners, LLC
DECREASED8,3749,612-1,238-13%$2.7M$1.8M-$861.3K2026-10-23
Thrive Wealth Management, LLC
INCREASED8,3708,366+4+0%$2.4M$1.8M-$511.9K2026-10-13
Moody National Bank Trust Division
INCREASED8,3387,750+588+8%$2.2M$1.8M-$345.6K2026-10-06
Capital City Trust Co
DECREASED8,3328,394-62-1%$2.4M$1.8M-$528.0K2026-10-22
Convergence Financial, LLC
INCREASED8,3273,662+4,665+127%$1.0M$1.8M+$801.6K2026-10-27
Keystone Financial Planning, Inc.
DECREASED8,3268,519-193-2%$2.4M$1.8M-$564.6K2026-10-08
Soltis Investment Advisors LLC
INCREASED8,3248,092+232+3%$2.3M$1.8M-$444.7K2026-10-28
Wolff Wiese Magana LLC
INCREASED8,2617,727+534+7%$2.2M$1.8M-$356.1K2026-10-15
Aull & Monroe Investment Management Corp
DECREASED8,2588,424-166-2%$2.4M$1.8M-$552.7K2026-10-16
SeaCrest Wealth Management, LLC
DECREASED8,2418,369-128-2%$2.4M$1.8M-$541.0K2026-10-21
Red Spruce Capital, LLC
INCREASED8,2388,224+14+0%$2.3M$1.8M-$500.9K2026-10-07
Diligent Investors, LLC
DECREASED8,2378,750-513-6%$2.5M$1.8M-$648.9K2026-10-21
Wendell David Associates Inc
UNCHANGED8,2358,23500%$2.3M$1.8M-$505.0K2026-10-27
RTD Financial Advisors, Inc.
INCREASED8,2336,633+1,600+24%$1.9M$1.8M-$54.6K2026-10-09
First City Capital Management, Inc.
DECREASED8,2318,390-159-2%$2.4M$1.8M-$549.2K2026-10-27
Nichols & Pratt Advisers LLP
UNCHANGED8,2038,20300%$2.3M$1.9M-$456.0K2026-10-13
Newman Dignan & Sheerar, Inc.
DECREASED8,2028,712-510-6%$2.4M$1.8M-$646.0K2026-10-21
Hudock, Inc.
DECREASED8,1478,190-43-1%$2.3M$1.8M-$511.4K2026-10-14
Penobscot Investment Management Company, Inc.
UNCHANGED8,0108,01000%$2.3M$1.8M-$490.9K2026-10-26
Roxbury Financial LLC
DECREASED7,9988,087-89-1%$2.3M$1.8M-$515.1K2026-10-01
Argentarii, LLC
DECREASED7,9948,002-80%$1.9M$1.8M-$149.7K2026-10-28
Montecito Bank & Trust
DECREASED7,9839,491-1,508-16%$2.7M$1.8M-$913.3K2026-10-01
Clark Financial Services Group Inc
DECREASED7,9267,953-270%$2.2M$1.7M-$493.2K2026-10-19
Duncker Streett & Co Inc
DECREASED7,9157,990-75-1%$2.2M$1.7M-$506.2K2026-10-27
Concord Wealth Partners
INCREASED7,8867,259+627+9%$2.0M$1.7M-$307.0K2026-11-02
TMB Capital Partners, LLC
DECREASED7,8517,855-40%$2.2M$1.7M-$482.4K2026-10-20
Culbertson A N & Co Inc
DECREASED7,82210,228-2,406-24%$2.9M$1.7M-$1.2M2026-10-21
Donoghue Forlines LLC
INCREASED7,7726,353+1,419+22%$1.8M$1.7M-$77.2K2026-11-02
Wynn Capital, LLC
INCREASED7,7317,721+10+0%$2.2M$1.7M-$470.9K2026-10-13
Rockland Trust Co
DECREASED7,6948,150-456-6%$2.3M$1.7M-$599.7K2026-10-05
Weaver Capital Management LLC
INCREASED7,6764,798+2,878+60%$1.2M$1.7M+$525.1K2026-10-15
Investment Research Partners LLC
INCREASED7,6637,527+136+2%$2.1M$1.7M-$431.3K2026-10-19
Aaron Wealth Advisors LLC
DECREASED7,65211,566-3,914-34%$3.3M$1.7M-$1.6M2026-10-13
Fiduciary Alliance LLC
DECREASED7,59025,416-17,826-70%$7.1M$1.7M-$5.5M2026-10-13
M&G Plc
DECREASED7,5808,694-1,114-13%$2.4M$1.7M-$775.4K2026-11-04
Steinberg Asset Management LLC
UNCHANGED7,5697,56900%$2.1M$1.7M-$463.8K2026-10-29
Provenance Wealth Advisors, LLC
INCREASED7,4934,788+2,705+57%$1.3M$1.6M+$301.6K2026-10-30
Platform Technology Partners
INCREASED7,4907,304+186+3%$2.1M$1.6M-$406.7K2026-11-02
Certified Advisory Corp
INCREASED7,4777,048+429+6%$2.0M$1.6M-$337.5K2026-10-29
AdvisorNet Financial, Inc
INCREASED7,4236,139+1,284+21%$1.7M$1.7M-$34.9K2026-10-15
Concord Asset Management, LLC
INCREASED7,4056,585+820+12%$1.9M$1.6M-$223.0K2026-11-02
Aspen Investment Management Inc
INCREASED7,3697,323+46+1%$2.1K$1.6M+$1.6M2026-11-05
Lineweaver Wealth Advisors, LLC
DECREASED7,36310,563-3,200-30%$3.0M$1.6M-$1.4M2026-10-13
CWS Financial Advisors, LLC
DECREASED7,3387,362-240%$2.1M$1.6M-$456.3K2026-10-16
Woodward Diversified Capital, LLC
INCREASED7,3357,320+15+0%$2.1M$1.6M-$445.2K2026-10-21
Shulman DeMeo Asset Management LLC
DECREASED7,3207,882-562-7%$2.2M$1.6M-$594.5K2026-10-09
Moss Adams Wealth Advisors LLC
DECREASED7,3017,526-225-3%$2.1M$1.6M-$510.6K2026-10-28
Avestar Capital, LLC
DECREASED7,2979,641-2,344-24%$2.7M$1.6M-$1.1M2026-10-28
Bdf-Gestion
DECREASED7,28316,415-9,132-56%$4.9M$1.6M-$3.3M2026-10-19
Pinnacle Wealth Planning Services, Inc.
INCREASED7,2737,214+59+1%$2.0M$1.6M-$429.1K2026-10-27
Altfest L J & Co Inc
DECREASED7,2717,387-116-2%$2.1M$1.6M-$478.3K2026-10-27
Prentice Wealth Management LLC
INCREASED7,2706,417+853+13%$1.8M$1.6M-$205.6K2026-10-20
Slocum, Gordon & Co LLP
DECREASED7,2167,516-300-4%$2.1M$1.6M-$526.6K2026-10-19
Northern Financial Advisors Inc
DECREASED7,1717,720-549-7%$2.2M$1.6M-$593.6K2026-10-29
PFG Advisors
DECREASED7,1687,569-401-5%$2.1M$1.6M-$552.1K2026-10-16
Fourpath Capital Management, LLC
DECREASED7,1267,142-160%$2.0M$1.6M-$441.2K2026-10-19
Northeast Investment Management
DECREASED7,1087,268-160-2%$2.0M$1.6M-$480.5K2026-10-30
Jeppson Wealth Management, LLC
INCREASED7,0776,775+302+4%$1.9M$1.6M-$348.8K2026-10-20
Everhart Financial Group, Inc.
DECREASED7,0637,582-519-7%$2.1M$1.6M-$578.9K2026-10-08
Avior Wealth Management, LLC
DECREASED7,0477,829-782-10%$2.1M$1.5M-$568.6K2026-10-13
Woodley Farra Manion Portfolio Management Inc
DECREASED7,0417,054-130%$2.0M$1.5M-$435.1K2026-11-05
Dumont & Blake Investment Advisors LLC
INCREASED7,0016,855+146+2%$1.9M$1.5M-$388.0K2026-10-28
Wellington Shields & Co., LLC
DECREASED7,00024,174-17,174-71%$6.8M$1.5M-$5.3M2026-11-03
Wellington Shields Capital Management, LLC
DECREASED7,00014,566-7,566-52%$4.1M$1.5M-$2.6M2026-11-03
Capital Management Associates
UNCHANGED7,0007,00000%$2.0M$1.5M-$429.0K2026-11-03
Birchbrook, Inc.
DECREASED6,9927,352-360-5%$2.1M$1.5M-$529.6K2026-10-14
Burke & Herbert Bank & Trust Co
DECREASED6,9877,036-49-1%$2.0M$1.5M-$441.9K2026-11-02
Fulcrum Asset Management LLP
NEW6,950—+6,950——$1.5M—2026-11-04
Claro Advisors Inc.
INCREASED6,9425,580+1,362+24%$1.6M$1.5M-$42.2K2026-11-02
Focus Financial Network, Inc.
INCREASED6,9396,854+85+1%$1.9M$1.5M-$401.2K2026-10-14
Aspiriant, LLC
INCREASED6,9306,511+419+6%$1.8M$1.5M-$306.9K2026-10-16
Clear Harbor Asset Management, LLC
INCREASED6,9083,374+3,534+105%$948.8K$1.5M+$570.5K2026-11-05
United Community Bank
INCREASED6,9086,699+209+3%$1.9M$1.5M-$364.6K2026-10-28
TKG Advisors, LLC
NEW6,859—+6,859——$1.5M—2026-11-02
Uhlmann Price Securities, LLC
DECREASED6,85510,115-3,260-32%$2.8M$1.5M-$1.3M2026-11-03
FSM Wealth Advisors, LLC
DECREASED6,8466,949-103-1%$2.0M$1.6M-$402.8K2026-10-27
Cornerstone Wealth Group, LLC
DECREASED6,82031,044-24,224-78%$8.7M$1.5M-$7.2M2026-11-02
Fortress Financial Group, LLC
INCREASED6,8126,794+18+0%$1.9M$1.5M-$412.4K2026-10-21
Telos Capital Management, Inc.
INCREASED6,7956,765+30+0%$1.9M$1.5M-$408.0K2026-11-02
Alta Advisers Ltd
INCREASED6,7793,595+3,184+89%$1.0M$1.5M+$480.0K2026-11-02
Range Financial Group LLC
DECREASED6,7687,055-287-4%$2.0M$1.5M-$495.4K2026-10-21
Premier Path Wealth Partners, LLC
DECREASED6,7347,072-338-5%$2.0M$1.5M-$507.7K2026-10-16
Cascade Investment Group, Inc.
DECREASED6,7327,466-734-10%$2.1M$1.5M-$619.1K2026-10-13
Atlas Brown,Inc.
INCREASED6,7076,662+45+1%$1.9M$1.5M-$398.3K2026-10-09
Payden & Rygel
DECREASED6,70075,500-68,800-91%$21.2M$1.5M-$19.8M2026-10-28
XXI Wealth, LLC
INCREASED6,6996,461+238+4%$1.8M$1.5M-$343.6K2026-10-22
Howard Capital Management, LLC
DECREASED6,6816,753-72-1%$1.9M$1.5M-$429.7K2026-10-16
TCI Wealth Advisors, Inc.
DECREASED6,6727,425-753-10%$2.1M$1.5M-$620.6K2026-10-30
Ridgecrest Wealth Partners, LLC
UNCHANGED6,6626,66200%$1.9M$1.5M-$408.2K2026-10-19
Strategic Advisors LLC
DECREASED6,6477,587-940-12%$2.1M$1.5M-$671.8K2026-10-13
Plancorp, LLC
INCREASED6,6465,102+1,544+30%$1.5M$1.7M+$232.7K2026-11-03
Beaumont Financial Advisors, LLC
DECREASED6,6146,968-354-5%$2.0M$1.5M-$504.9K2026-10-22
Marshall & Sterling Wealth Advisors Inc.
DECREASED6,6026,710-108-2%$1.9M$1.5M-$435.0K2026-10-28
bLong Financial, LLC
INCREASED6,5976,472+125+2%$1.8M$1.5M-$369.1K2026-10-29
Byrne Asset Management LLC
DECREASED6,5946,981-387-6%$2.0M$1.5M-$475.4K2026-10-06
Navigate Wealth Management, LLC
NEW6,581—+6,581——$1.5M—2026-10-14
Midland Wealth Advisors, LLC
DECREASED6,5677,091-524-7%$2.0M$1.4M-$549.8K2026-10-26
Heritage Wealth Management, Inc.
INCREASED6,5616,460+101+2%$1.8M$1.4M-$373.5K2026-10-28
Means Investment Co., Inc.
DECREASED6,5567,584-1,028-14%$2.1M$1.4M-$691.1K2026-11-03
Lake Street Private Wealth, LLC
DECREASED6,5446,845-301-4%$1.9M$1.4M-$485.9K2026-10-22
PDS Planning, Inc
DECREASED6,5426,911-369-5%$1.9M$1.4M-$504.7K2026-11-03
Brady Martz Wealth Solutions, LLC
DECREASED6,5376,926-389-6%$1.9M$1.4M-$510.0K2026-11-05
Mainstream Capital Management LLC
DECREASED6,5286,637-109-2%$1.9M$1.4M-$430.7K2026-10-23
S.E.E.D. Planning Group LLC
DECREASED6,5156,717-202-3%$1.9M$1.4M-$456.1K2026-10-07
Arjuna Capital
DECREASED6,5136,604-91-1%$1.9M$1.4M-$424.7K2026-11-03
Whalen Wealth Management Inc.
INCREASED6,4986,459+39+1%$1.8M$1.4M-$387.2K2026-10-08
Acorn Wealth Advisors, LLC
INCREASED6,4916,295+196+3%$1.8M$1.4M-$342.8K2026-10-19
Archford Capital Strategies, LLC
DECREASED6,4696,723-254-4%$1.9M$1.4M-$467.8K2026-10-19
Lawood & Co
DECREASED6,4496,696-247-4%$1.9M$1.4M-$464.7K2026-10-09
Laurel Wealth Advisors LLC
DECREASED6,4366,610-174-3%$1.9M$1.4M-$443.3K2026-10-27
Fairvoy Private Wealth, LLC
DECREASED6,42917,488-11,059-63%$4.9M$1.4M-$3.5M2026-10-19
American National Bank & Trust
DECREASED6,42511,127-4,702-42%$3.1M$1.4M-$1.7M2026-10-07
EverSource Wealth Advisors, LLC
DECREASED6,4036,578-175-3%$1.8M$1.4M-$441.5K2026-11-04
Old Mission Investment Co LLC
DECREASED6,3966,456-60-1%$1.8M$1.4M-$408.8K2026-10-22
Salem Investment Counselors Inc
DECREASED6,3546,404-50-1%$1.8M$1.4M-$403.4K2026-10-13
Sierra Summit Advisors LLC
DECREASED6,34810,780-4,432-41%$3.0M$1.4M-$1.6M2026-10-28
Mechanics Financial Corp
INCREASED6,3446,195+149+2%$1.7M$1.4M-$346.9K2026-11-05
Essex Bank
INCREASED6,3286,323+5+0%$1.8M$1.4M-$386.3K2026-10-16
Investment Partners, Ltd.
INCREASED6,3133,408+2,905+85%$958.4K$1.4M+$430.0K2026-10-29
Everett Harris & Co
UNCHANGED6,2856,28500%$1.8M$1.4M-$385.1K2026-10-28
Harbor Investment Advisory, LLC
DECREASED6,2816,855-574-8%$1.9M$1.4M-$546.4K2026-10-13
WealthPLAN Partners, LLC
DECREASED6,2586,729-471-7%$1.9M$1.4M-$516.0K2026-10-15
Grant Private Wealth Management Inc
INCREASED6,2003,385+2,815+83%$951.8K$1.4M+$411.7K2026-10-19
Patten & Patten Inc
DECREASED6,1796,229-50-1%$1.8M$1.4M-$392.7K2026-10-26
B.A. Schrock Wealth Management, Inc.
NEW6,176—+6,176——$1.4M—2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED6,1726,035+137+2%$1.7M$1.4M-$340.0K2026-10-13
Lebenthal Global Advisors, LLC
DECREASED6,16511,864-5,699-48%$3.3M$1.4M-$2.0M2026-10-28
Diversified Management Inc
INCREASED6,1543,027+3,127+103%$851.1K$1.4M+$502.2K2026-10-08
Parthenon LLC
INCREASED6,1546,033+121+2%$1.7M$1.4M-$343.1K2026-10-22
Verus Capital Partners, LLC
INCREASED6,1405,055+1,085+21%$1.4M$1.4M-$71.0K2026-11-03
Accel Wealth Management
INCREASED6,1305,821+309+5%$1.6M$1.3M-$288.9K2026-10-13
Deseret Mutual Benefit Administrators
INCREASED6,1015,860+241+4%$1.6M$1.3M-$306.1K2026-11-04
LVW Advisors, LLC
INCREASED6,0652,416+3,649+151%$679.4K$1.3M+$654.5K2026-10-19
Hartford Financial Management Inc.
UNCHANGED6,0646,06400%$1.7M$1.3M-$371.6K2026-10-21
Norden Group LLC
DECREASED6,0527,247-1,195-16%$2.0M$1.3M-$706.9K2026-10-20
Triumph Capital Management
INCREASED6,0465,444+602+11%$1.5M$1.3M-$201.2K2026-10-14
Prairie Advisory, LLC
INCREASED6,040869+5,171+595%$244.3K$1.3M+$1.1M2026-10-19
Alpine Bank Wealth Management
INCREASED6,0355,754+281+5%$1.6M$1.3M-$290.8K2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED6,0256,033-80%$1.7M$1.3M-$371.5K2026-10-15
Bison Wealth, LLC
INCREASED6,0145,397+617+11%$1.6M$1.4M-$251.1K2026-10-13
Axxion S.A.
DECREASED6,0056,925-920-13%$1.9M$1.3M-$626.7K2026-10-22
Wespac Advisors SoCal, LLC
DECREASED5,9868,306-2,320-28%$2.3M$1.3M-$1.0M2026-10-13
MBA Advisors LLC
INCREASED5,9755,649+326+6%$1.6M$1.3M-$274.5K2026-10-29
Allen Capital Group, LLC
INCREASED5,9645,045+919+18%$1.4M$1.3M-$107.0K2026-10-27
Supplemental Annuity Collective Trust of NJ
DECREASED5,9616,028-67-1%$1.7M$1.3M-$384.1K2026-11-02
Redmond Asset Management, LLC
INCREASED5,9205,096+824+16%$1.4M$1.3M-$131.2K2026-10-27
Patten Group, Inc.
DECREASED5,9206,477-557-9%$1.8M$1.3M-$519.3K2026-10-26
DiNuzzo Private Wealth, Inc.
UNCHANGED5,9075,90700%$1.7M$1.3M-$362.0K2026-10-16
Portfolio Design Labs, LLC
DECREASED5,8925,910-180%$1.7M$1.3M-$366.3K2026-11-04
Ullmann Wealth Partners Group, LLC
DECREASED5,8836,322-439-7%$1.8M$1.3M-$483.9K2026-11-02
Arthur M. Cohen & Associates, LLC
DECREASED5,8616,508-647-10%$1.8M$1.3M-$541.1K2026-10-26
Retirement Planning Group, LLC
DECREASED5,8506,343-493-8%$1.8M$1.3M-$497.3K2026-10-19
McAdam, LLC
DECREASED5,8485,948-100-2%$1.7M$1.3M-$386.3K2026-10-21
Agate Pass Investment Management, LLC
DECREASED5,8436,393-550-9%$1.8M$1.3M-$512.7K2026-10-20
Mirador Capital Partners LP
DECREASED5,8395,973-134-2%$1.7M$1.3M-$395.5K2026-10-09
ANB Bank
INCREASED5,8375,515+322+6%$1.6M$1.3M-$267.1K2026-10-09
Burford Brothers, Inc.
DECREASED5,8335,897-64-1%$1.7M$1.3M-$375.4K2026-10-21
Koshinski Asset Management, Inc.
DECREASED5,8265,991-165-3%$1.7M$1.3M-$403.3K2026-10-29
Smith Thornton Advisors LLC
INCREASED5,8265,810+16+0%$1.7M$1.3M-$405.0K2026-10-16
Narus Financial Partners, LLC
INCREASED5,8025,704+98+2%$1.6M$1.3M-$328.0K2026-10-19
Legacy Financial Independent Advisors LLC
INCREASED5,7965,701+95+2%$1.6M$1.3M-$328.5K2026-11-02
TBH Global Asset Management, LLC
INCREASED5,7735,637+136+2%$1.6M$1.3M-$315.5K2026-11-03
Calamos Wealth Management LLC
DECREASED5,7508,319-2,569-31%$2.3M$1.3M-$1.1M2026-11-02
JBR Co Financial Management Inc
DECREASED5,7365,821-85-1%$1.6M$1.6M+$5.0K2026-10-13
Massachusetts Wealth Management
INCREASED5,7335,248+485+9%$1.5M$1.3M-$214.9K2026-10-21
Summit Global Investments
INCREASED5,7133,022+2,691+89%$850.0K$1.3M+$406.0K2026-10-28
Cross Staff Investments Inc
DECREASED5,7055,732-270%$1.6M$1.3M-$357.2K2026-10-22
Verus Financial Partners, Inc.
INCREASED5,7025,690+12+0%$1.6M$1.3M-$346.0K2026-10-29
Frederick Financial Consultants, LLC
DECREASED5,6905,924-234-4%$1.7M$1.3M-$414.5K2026-10-29
M.E. Allison & Co., Inc.
INCREASED5,6655,664+1+0%$1.6M$1.2M-$347.1K2026-10-09
Curat Global, LLC
DECREASED5,6629,567-3,905-41%$1.9M$1.2M-$645.0K2026-10-26
Smith Chas P & Associates PA Cpas
UNCHANGED5,6445,64400%$1.6M$1.3M-$276.9K2026-10-22
Wolfstich Capital, LLC
DECREASED5,6425,753-111-2%$1.7M$1.2M-$424.4K2026-10-14
Arkfeld Wealth Strategies, L.L.C.
DECREASED5,6185,694-76-1%$1.7M$1.2M-$466.5K2026-10-19
Whitener Capital Management, Inc.
DECREASED5,5825,602-200%$1.6M$1.2M-$347.7K2026-10-15
Global Trust Wealth Management LLC
INCREASED5,5665,550+16+0%$1.6M$1.2M-$336.6K2026-10-14
Fairfield Financial Advisors, LTD
DECREASED5,5446,740-1,196-18%$1.9M$1.2M-$676.0K2026-10-14
Impact Capital Partners LLC
INCREASED5,5401,797+3,743+208%$505.3K$1.2M+$713.1K2026-10-22
Cookson Peirce & Co Inc
DECREASED5,5408,540-3,000-35%$2.4M$1.2M-$1.2M2026-10-30
Matrix Trust Co
INCREASED5,5135,248+265+5%$1.5K$1.2K-$2642026-10-07
Texas Bank & Trust Co
DECREASED5,5065,800-294-5%$1.6M$1.2M-$420.1K2026-11-04
San Luis Wealth Advisors LLC
DECREASED5,5025,527-250%$1.6M$1.2M-$344.4K2026-10-27
SeaBridge Investment Advisors LLC
DECREASED5,4935,642-149-3%$1.6M$1.2M-$378.5K2026-11-02
NWF Advisory Services Inc.
INCREASED5,4815,161+320+6%$1.5M$1.2M-$245.7K2026-10-19
Wolverine Asset Management LLC
NEW5,459—+5,459——$1.2M—2026-11-02
Klingman & Associates, LLC
INCREASED5,4524,962+490+10%$1.4M$1.2M-$196.3K2026-10-20
Shikiar Asset Management Inc
DECREASED5,44516,625-11,180-67%$4.7M$1.2K-$4.7M2026-10-20
Stockman Wealth Management, Inc.
DECREASED5,4325,462-30-1%$1.5M$1.2M-$341.3K2026-10-27
Total Clarity Wealth Management, Inc.
DECREASED5,41211,369-5,957-52%$3.2M$1.2M-$2.0M2026-10-26
Cassia Capital Partners, LLC
INCREASED5,4095,091+318+6%$1.4M$1.2M-$242.0K2026-11-04
Summit Asset Management, LLC
DECREASED5,3585,373-150%$1.5M$1.2M-$332.5K2026-11-05
Sapient Capital LLC
DECREASED5,3525,463-111-2%$1.5M$1.2M-$359.2K2026-10-08
Rakuten Securities, Inc.
INCREASED5,3373,488+1,849+53%$980.9K$1.2M+$192.9K2026-11-02
Aprio Wealth Management, LLC
DECREASED5,3146,087-773-13%$1.7M$1.2M-$543.1K2026-10-28
Brandywine OAK Private Wealth LLC
DECREASED5,3145,360-46-1%$1.5M$1.2M-$338.6K2026-10-23
IVC Wealth Advisors LLC
DECREASED5,3096,003-694-12%$1.7M$1.2M-$520.5K2026-10-23
One Way Holdings LLC
UNCHANGED5,2895,28900%$1.5M$1.2M-$324.1K2026-10-29
WoodTrust Financial Corp
DECREASED5,2885,488-200-4%$1.5M$1.2K-$1.5M2026-10-09
Stablepoint Partners, LLC
INCREASED5,2845,231+53+1%$1.5M$1.2M-$308.9K2026-11-03
Atlantic Edge Private Wealth Management, LLC
DECREASED5,2725,296-240%$1.5M$1.2M-$330.0K2026-10-20
Creekside Partners
INCREASED5,2693,414+1,855+54%$960.0K$1.2M+$198.8K2026-11-04
Grandview Asset Management LLC
DECREASED5,2575,710-453-8%$1.6M$1.2M-$449.5K2026-10-19
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED5,2555,345-90-2%$1.5M$1.2M-$347.3K2026-10-16
Commerce Advisors, LLC
DECREASED5,2475,446-199-4%$1.5M$1.2M-$377.5K2026-10-19
Nordwand Advisors, LLC
INCREASED5,2315,220+11+0%$1.5M$1.2M-$317.5K2026-11-05
LexAurum Advisors, LLC
INCREASED5,2024,120+1,082+26%$1.2M$1.1M-$14.5K2026-10-19
Armstrong, Fleming & Moore, Inc
UNCHANGED5,2005,20000%$1.5M$1.1M-$318.7K2026-10-28
Cypress Wealth Services, LLC
DECREASED5,1865,410-224-4%$1.5M$1.1M-$373.8K2026-10-21
Wealth Quarterback LLC
DECREASED5,1795,246-67-1%$1.5M$1.1M-$336.1K2026-10-20
Hoxton Planning & Management, LLC
INCREASED5,1645,157+7+0%$1.5M$1.1M-$314.5K2026-10-15
Dutch Asset Corp
INCREASED5,1564,956+200+4%$1.4M$1.1M-$259.7K2026-10-20
Waldron Private Wealth LLC
DECREASED5,1495,160-110%$1.5M$1.1M-$318.6K2026-11-02
Founders Financial Securities LLC
DECREASED5,1455,301-156-3%$1.5M$1.1M-$359.2K2026-10-28
Intrua Financial, LLC
DECREASED5,1415,342-201-4%$1.5M$1.1M-$371.3K2026-10-28
Post Resch Tallon Group Inc.
INCREASED5,1405,125+15+0%$1.4M$1.1M-$310.8K2026-10-09
Benin Management Corp
DECREASED5,1385,443-305-6%$1.5M$1.1M-$400.6K2026-10-22
Fire Capital Management LLC
INCREASED5,1354,036+1,099+27%$1.1M$1.1M-$5.6K2026-10-27
Syntegra Private Wealth Group, LLC
INCREASED5,1205,008+112+2%$1.4M$1.1M-$282.1K2026-10-13
St. Louis Trust Co
UNCHANGED5,1125,11200%$207.1K$1.1M+$917.2K2026-11-03
Willow Creek Capital Management, Inc.
UNCHANGED5,1115,11100%$1.4M$1.4M$02026-10-16
Howard Financial Services, Ltd.
INCREASED5,1105,054+56+1%$1.4M$1.1M-$297.2K2026-10-15
BridgePort Financial Solutions, LLC
INCREASED5,0945,064+30+1%$1.4M$1.1M-$303.7K2026-11-02
Gryphon Financial Partners LLC
INCREASED5,0835,060+23+0%$1.4M$1.1M-$305.1K2026-11-04
Ridgewood Investments LLC
INCREASED5,0822,754+2,328+85%$774.5K$1.1M+$343.2K2026-10-05
Allen Mooney & Barnes Investment Advisors LLC
DECREASED5,0775,648-571-10%$1.6M$1.1M-$471.7K2026-10-08
Proathlete Wealth Management LLC
INCREASED5,0704,728+342+7%$1.3M$1.1M-$214.5K2026-10-15
Core Wealth Partners LLC
DECREASED5,0495,074-250%$1.4M$1.1M-$316.3K2026-11-02
Planning Strategies Inc.
DECREASED5,0425,046-40%$1.4M$1.1M-$310.1K2026-10-02
Putney Financial Group LLC
DECREASED5,0325,055-230%$1.4M$1.1M-$315.1K2026-10-30
Manchester Capital Management LLC
DECREASED5,0295,174-145-3%$1.5M$1.1M-$349.0K2026-10-22
Olistico Wealth, LLC
INCREASED5,0224,580+442+10%$1.3M$1.1M-$183.5K2026-10-05
Twelve Points Wealth Management LLC
INCREASED5,0214,833+188+4%$1.4M$1.3M-$64.6K2026-11-03
First County Bank
INCREASED5,0154,983+32+1%$1.4M$1.1M-$298.3K2026-10-13
Lynx Capital Group LTD
UNCHANGED5,0005,00000%$1.4M$1.1M-$306.4K2026-11-04
LifeGuide Financial Advisors, LLC
INCREASED4,9944,956+38+1%$1.4M$1.1M-$295.5K2026-10-20
James Investment Research, Inc.
DECREASED4,9929,339-4,347-47%$2.6M$1.1M-$1.5M2026-10-22
Persium Advisors, LLC
INCREASED4,9904,418+572+13%$1.2M$1.1M-$144.9K2026-10-07
YHB Investment Advisors, Inc.
INCREASED4,9894,782+207+4%$1.3M$1.1M-$247.5K2026-10-08
Allied Investment Advisors, LLC
DECREASED4,9575,007-50-1%$1.4M$1.1M-$317.8K2026-10-13
MCF Advisors LLC
INCREASED4,9484,879+69+1%$1.4M$1.1M-$284.0K2026-10-28
Wealth Architects, LLC
INCREASED4,9134,686+227+5%$1.3M$1.1M-$237.1K2026-11-03
Ignite Planners, LLC
INCREASED4,9054,884+21+0%$1.4M$1.1M-$291.3K2026-10-14
BayBridge Capital Group, LLC
DECREASED4,8986,686-1,788-27%$1.9M$1.1M-$802.9K2026-10-13
Genesee Capital Advisors, LLC
DECREASED4,8774,891-140%$1.4M$1.1M-$302.6K2026-10-20
Zullo Investment Group, Inc.
INCREASED4,8664,538+328+7%$1.3M$1.1M-$206.1K2026-10-20
MSH Capital Advisors LLC
INCREASED4,8432,631+2,212+84%$739.9K$1.1M+$339.3K2026-11-03
Triangle Securities Wealth Management
INCREASED4,8213,267+1,554+48%$856.6K$1.2M+$341.7K2026-10-14
Albion Financial Group
DECREASED4,8085,808-1,000-17%$1.6M$1.1M-$575.8K2026-10-21
Forum Financial Management, LP
INCREASED4,8014,782+19+0%$1.3M$1.1M-$289.1K2026-10-16
BXM Wealth LLC
UNCHANGED4,7884,78800%$1.3M$1.1M-$293.4K2026-11-03
Drum Hill Capital, LLC
INCREASED4,7814,334+447+10%$1.2M$1.1M-$167.3K2026-10-20
Leisure Capital Management
DECREASED4,7664,791-25-1%$1.3M$1.0M-$299.1K2026-11-03
Mount Vernon Associates Inc
DECREASED4,7455,145-400-8%$1.4M$1.0M-$403.0K2026-10-26
Creative Financial Designs Inc
DECREASED4,7336,459-1,726-27%$1.8M$1.0M-$775.7K2026-11-04
Schear Investment Advisers, LLC
NEW4,728—+4,728——$1.0M—2026-10-14
Tempo Wealth, LLC
INCREASED4,7284,258+470+11%$1.2M$1.0M-$157.5K2026-10-14
Kathmere Capital Management, LLC
INCREASED4,7084,643+65+1%$1.3M$1.0M-$270.2K2026-10-20
Gibbs Wealth Management
DECREASED4,6954,745-50-1%$1.3M$1.0M-$301.8K2026-10-22
CRA Financial Services, LLC
INCREASED4,6934,688+5+0%$1.3M$1.0M-$286.2K2026-10-16
Matauro, LLC
DECREASED4,6884,787-99-2%$1.3M$1.0M-$315.1K2026-11-03
Cowa, LLC
UNCHANGED4,6764,67600%$1.3M$1.0M-$286.3K2026-10-30
CMG Global Holdings, LLC
INCREASED4,662881+3,781+429%$247.8K$1.0M+$777.6K2026-10-14
Armstrong Advisory Group, Inc
INCREASED4,6583,085+1,573+51%$867.6K$1.0M+$156.8K2026-10-09
Paragon Capital Management Ltd
DECREASED4,6554,712-57-1%$1.3M$1.0M-$301.4K2026-10-09
McGlone Suttner Wealth Management, Inc.
INCREASED4,6384,341+297+7%$1.2M$1.0M-$200.6K2026-10-13
Patriot Financial Group Insurance Agency, LLC
DECREASED4,6324,788-156-3%$1.3M$1.0M-$323.0K2026-10-14
Etesian Wealth Advisors, Inc.
DECREASED4,6284,711-83-2%$1.3M$1.0M-$306.9K2026-10-27
Nicholas Wealth, Llc.
INCREASED4,6254,261+364+9%$1.2M$1.0M-$181.2K2026-10-26
Powell Investment Advisors, LLC
INCREASED4,5904,588+2+0%$1.3M$1.0M-$280.7K2026-10-22
Ti-Trust, Inc
INCREASED4,5884,580+8+0%$1.3M$1.0M-$278.9K2026-10-21
Interchange Capital Partners, LLC
DECREASED4,5804,730-150-3%$1.3M$1.0M-$322.8K2026-10-28
TrueWealth Advisors, LLC
INCREASED4,5474,372+175+4%$1.2M$1,000.0K-$229.5K2026-10-09
Forteris Wealth Management Inc.
UNCHANGED4,5394,53900%$1.3M$998.3K-$278.2K2026-10-13
L. Roy Papp & Associates, LLP
INCREASED4,5214,518+3+0%$1.3M$994.3K-$276.2K2026-10-21
Curated Wealth Partners LLC
INCREASED4,5021,500+3,002+200%$421.8K$990.1K+$568.3K2026-10-15
Cape Investment Advisory, Inc.
INCREASED4,4952,619+1,876+72%$736.6K$988.5K+$251.9K2026-10-13
PKS Advisory Services, LLC
UNCHANGED4,4924,49200%$1.3M$1.3M$02026-10-26
Vicus Capital
INCREASED4,4714,467+4+0%$1.3M$983.3K-$272.8K2026-11-05
Fortitude Advisory Group L.L.C.
INCREASED4,4544,371+83+2%$1.2M$979.5K-$249.8K2026-10-15
City State Bank
DECREASED4,4544,488-34-1%$1.3M$979.6K-$282.5K2026-10-20
Gilman Hill Asset Management, LLC
DECREASED4,4454,859-414-9%$1.4M$977.6K-$388.9K2026-10-13
Weatherly Asset Management L. P.
UNCHANGED4,4444,44400%$1.2M$977.4K-$272.3K2026-10-20
Thoma Capital Management LLC
INCREASED4,4394,343+96+2%$1.2M$976.3K-$245.1K2026-10-19
Promethium Advisors,llc
UNCHANGED4,4054,40500%$1.2M$968.8K-$269.9K2026-10-19
Lyell Wealth Management, LP
UNCHANGED4,4044,40400%$1.2M$968.6K-$269.9K2026-10-30
Clark Wealth Partners
DECREASED4,3854,399-140%$1.2M$964.3K-$272.7K2026-10-19
Keudell ison Wealth Management
DECREASED4,3725,088-716-14%$1.4M$961.5K-$469.4K2026-10-16
First Hawaiian Bank
INCREASED4,3684,352+16+0%$1.2M$960.7K-$263.2K2026-10-14
Bank of Stockton
DECREASED4,3664,433-67-2%$1.2M$960.2K-$286.4K2026-10-20
J.Safra Asset Management Corp
INCREASED4,3572,558+1,799+70%$719.3K$958.2K+$238.9K2026-11-03
Integrity Wealth Advisors, Inc.
NEW4,342—+4,342——$954.9K—2026-10-29
Winthrop Advisory Group LLC
DECREASED4,3414,626-285-6%$1.3M$954.8K-$346.1K2026-10-22
Enterprise Financial Services Corp
DECREASED4,3414,495-154-3%$1.3M$954.9K-$309.4K2026-11-03
William B. Walkup & Associates, Inc.
DECREASED4,3394,373-34-1%$1.2M$954.3K-$275.5K2026-11-05
Granite Investment Partners, LLC
DECREASED4,3336,848-2,515-37%$1.9M$953.0K-$972.8K2026-11-04
Guilbault Capital LLC
DECREASED4,3174,567-250-5%$1.3M$949.4K-$334.8K2026-10-28
Equitable Trust Co
DECREASED4,3094,664-355-8%$1.3M$947.7K-$363.9K2026-10-13
Reflection Asset Management
DECREASED4,2834,523-240-5%$1.3M$942.0K-$330.0K2026-10-28
Curbstone Financial Management Corp
INCREASED4,2784,128+150+4%$1.2M$940.9K-$220.0K2026-10-21
Walled Lake Planning & Wealth Management, LLC
INCREASED4,2704,251+19+0%$1.2M$939.0K-$256.5K2026-10-29
Stonebridge Financial Group, LLC
INCREASED4,2644,084+180+4%$1.1M$937.8K-$210.7K2026-10-01
TFC Financial Management, Inc.
DECREASED4,26010,159-5,899-58%$2.9M$936.9K-$1.9M2026-10-26
BIP Wealth, LLC
INCREASED4,2594,035+224+6%$1.1M$936.7K-$198.1K2026-10-22
Bath Savings Trust Co
DECREASED4,2544,668-414-9%$1.3M$935.5K-$377.1K2026-10-07
William John Sempolinski
DECREASED4,2504,850-600-12%$1.4M$934.7K-$429.2K2026-10-20
Archvest Wealth Advisors, Inc.
INCREASED4,2493,988+261+7%$1.1M$934.6K-$186.8K2026-10-29
Cranbrook Wealth Management, LLC
INCREASED4,2454,238+7+0%$1.2M$933.5K-$258.3K2026-10-28
Accredited Investors Inc.
INCREASED4,2442,683+1,561+58%$754.5K$933.4K+$178.9K2026-11-03
China Universal Asset Management Co., Ltd.
INCREASED4,2323,666+566+15%$1.0M$931.0K-$99.9K2026-10-28
Johnson & White Wealth Management, LLC
INCREASED4,2163,785+431+11%$1.1M$927.3K-$137.2K2026-11-03
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED4,2134,302-89-2%$885.2K$1.0M+$134.0K2026-10-21
Braun Stacey Associates Inc
DECREASED4,2005,630-1,430-25%$1.6M$923.7K-$659.5K2026-10-19
Turtle Creek Wealth Advisors, LLC
DECREASED4,1935,698-1,505-26%$1.6M$922.2K-$679.6K2026-10-15
Angeles Wealth Management, LLC
DECREASED4,1835,878-1,695-29%$1.7M$920.0K-$733.0K2026-10-26
Kepler Cheuvreux (Suisse) SA
DECREASED4,17777,888-73,711-95%$21.9M$918.6K-$21.0M2026-10-20
Arrow Financial Corp
INCREASED4,1724,164+8+0%$1.2M$917.5K-$253.4K2026-10-26
Avail Investment Partners, LLC
INCREASED4,1654,111+54+1%$1.2M$916.0K-$240.0K2026-10-16
Root Financial Partners, LLC
INCREASED4,1592,501+1,658+66%$703.4K$914.8K+$211.4K2026-10-21
Independence Bank of Kentucky
INCREASED4,1464,050+96+2%$1.1M$911.8K-$227.1K2026-10-26
Legacy Private Trust Co.
UNCHANGED4,1454,14500%$1.2M$911.6K-$254.0K2026-10-06
71 West Capital Partners
DECREASED4,1334,902-769-16%$1.4M$909.0K-$469.5K2026-11-04
Marietta Wealth Management, LLC
INCREASED4,1163,579+537+15%$1.0M$938.0K-$68.5K2026-10-22
Joseph P. Lucia & Associates, LLC
DECREASED4,1104,214-104-2%$1.2M$903.9K-$281.2K2026-10-30
Triad Wealth Partners, LLC
DECREASED4,1094,666-557-12%$1.1M$903.7K-$152.3K2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED4,0903,462+628+18%$973.7K$899.6K-$74.1K2026-10-29
Palacios Wealth Management, LLC
INCREASED4,0784,004+74+2%$1.1M$896.9K-$229.1K2026-11-04
Signature Wealth Management Partners, LLC
INCREASED4,0594,057+2+0%$1.1M$892.8K-$248.1K2026-10-21
Roman Butler Fullerton & Co
DECREASED4,0574,343-286-7%$1.3M$959.3K-$301.2K2026-10-27
Oakworth Capital, Inc.
INCREASED4,0483,848+200+5%$1.1M$890.3K-$194.9K2026-10-26
Opal Wealth Advisors, LLC
DECREASED4,0444,071-27-1%$1.1M$889.5K-$255.3K2026-10-16
Oak Asset Management, LLC
INCREASED4,0434,041+2+0%$1.1M$889.1K-$247.1K2026-10-13
Aviance Capital Partners, LLC
DECREASED4,0404,495-455-10%$1.3M$888.5K-$375.5K2026-10-29
First Bancorp, Inc
DECREASED4,0384,473-435-10%$1.3M$888.1K-$369.8K2026-10-26
Focused Alpha, LLC
DECREASED4,0174,090-73-2%$1.2M$883.5K-$266.7K2026-10-20
Wincap Financial LLC
DECREASED4,0144,099-85-2%$1.2M$882.9K-$269.9K2026-10-20
Jmac Enterprises LLC
UNCHANGED4,0004,00000%$1.1M$879.7K-$245.1K2026-10-30
Berman McAleer LLC
DECREASED3,9854,030-45-1%$1.1M$876.4K-$256.8K2026-10-16
Gilliland Jeter Wealth Management LLC
INCREASED3,9843,980+4+0%$1.1M$876.2K-$243.0K2026-10-28
Laurel OAK Wealth Management, LLC
INCREASED3,9723,783+189+5%$1.1M$873.6K-$190.2K2026-10-19
Breakwater Capital Group
DECREASED3,9664,269-303-7%$1.2M$872.2K-$328.2K2026-10-09
Monte Financial Group, LLC
UNCHANGED3,9663,96600%$887.0K$872.2K-$14.8K2026-11-02
Atwood & Palmer Inc
DECREASED3,9654,200-235-6%$1.2M$872.0K-$309.1K2026-10-08
Firestone Capital Management
INCREASED3,9543,944+10+0%$1.1M$869.7K-$239.5K2026-11-03
Retirement Planning Co of New England, Inc.
DECREASED3,9433,975-32-1%$1.1M$867.1K-$250.6K2026-10-15
Montis Financial, LLC
INCREASED3,9423,869+73+2%$1.1M$866.9K-$221.0K2026-11-04
JB Capital LLC
DECREASED3,9163,984-68-2%$1.1M$861.3K-$258.9K2026-10-19
OFS Enterprise LLC
INCREASED3,9163,915+1+0%$1.1M$861.2K-$239.7K2026-10-16
Griffith & Werner, Inc.
DECREASED3,8763,903-27-1%$1.1M$852.4K-$245.6K2026-11-04
Autumn Glory Partners, LLC
DECREASED3,8713,874-30%$1.1M$851.3K-$238.1K2026-10-26
Tannin Capital LLC
INCREASED3,8493,443+406+12%$968.2K$846.5K-$121.7K2026-11-05
CWC Advisors, Llc.
INCREASED3,8453,498+347+10%$983.7K$845.6K-$138.0K2026-10-15
IMZ Advisory Inc
INCREASED3,8383,837+1+0%$1.1M$844.0K-$235.1K2026-11-03
Planned Solutions, Inc.
INCREASED3,8283,810+18+0%$1.1M$841.8K-$229.6K2026-10-19
Virtue Capital Management, LLC
INCREASED3,8153,311+504+15%$931.1K$839.0K-$92.0K2026-10-29
Uptick Partners, LLC
INCREASED3,7813,724+57+2%$1.0M$831.6K-$215.5K2026-11-04
Legacy Wealth Asset Management, LLC
DECREASED3,7763,799-23-1%$1.1M$830.5K-$237.9K2026-10-09
Kendall Capital Management
DECREASED3,7703,780-100%$1.1M$829.1K-$233.8K2026-10-23
Financial Management Network Inc
DECREASED3,7644,122-358-9%$876.7K$837.9K-$38.8K2026-10-09
Traphagen Investment Advisors LLC
INCREASED3,7523,609+143+4%$1.0M$825.2K-$189.5K2026-10-14
Retirement Investment Advisors, Inc.
UNCHANGED3,7503,75000%$1.1M$824.7K-$263.6K2026-10-22
KFG Wealth Management, LLC
DECREASED3,7473,946-199-5%$1.1M$824.2K-$285.4K2026-10-16
High Net Worth Advisory Group LLC
UNCHANGED3,7343,73400%$1.1M$821.2K-$228.8K2026-10-26
Kennedy Investment Group, Inc.
DECREASED3,7283,742-140%$1.1M$819.9K-$232.5K2026-10-21
SYM Financial Corp
INCREASED3,7213,102+619+20%$872.3K$818.4K-$53.9K2026-10-26
Greenfield Savings Bank
DECREASED3,7203,727-70%$1.0M$818.1K-$229.9K2026-10-07
Hedges Asset Management LLC
DECREASED3,7004,300-600-14%$1.2M$813.7K-$395.5K2026-10-29
Mountain Pacific Investment Advisers LLC
UNCHANGED3,6963,69600%$1.0M$812.9K-$226.5K2026-10-29
EPG Wealth Management LLC
DECREASED3,6916,943-3,252-47%$2.0M$811.8K-$1.1M2026-11-03
Woodard & Co Asset Management Group Inc
DECREASED3,6893,784-95-3%$1.1M$811.3K-$252.8K2026-11-03
Parr Mcknight Wealth Management Group, LLC
INCREASED3,6893,678+11+0%$1.0M$811.4K-$223.0K2026-10-30
New Hampshire Trust
INCREASED3,6863,681+5+0%$1.0M$810.7K-$224.5K2026-10-20
MBM Wealth Consultants, LLC
INCREASED3,6802,992+688+23%$841.5K$809.4K-$32.1K2026-10-20
TrustBank
DECREASED3,6803,729-49-1%$1.0M$809.3K-$239.3K2026-10-20
BlueSky Wealth Advisors, LLC
INCREASED3,6763,286+390+12%$924.1K$808.5K-$115.6K2026-10-29
Ashton Thomas Securities, LLC
INCREASED3,6763,528+148+4%$979.5K$808.5K-$171.0K2026-10-26
Main Street Group, LTD
DECREASED3,6743,876-202-5%$1.1M$808.0K-$281.9K2026-10-28
Rinkey Investments
DECREASED3,6683,703-35-1%$1.0M$806.7K-$234.6K2026-10-28
Barrett & Company, Inc.
INCREASED3,6673,613+54+1%$1.0M$806.5K-$209.4K2026-10-22
Biltmore Family Office, LLC
INCREASED3,6573,536+121+3%$994.4K$804.3K-$190.1K2026-11-03
Chatham Capital Group, Inc.
UNCHANGED3,6533,65300%$1.0M$803.4K-$223.9K2026-10-16
MTM Investment Management, LLC
INCREASED3,6453,641+4+0%$1.0M$801.6K-$222.3K2026-10-30
Columbia Bank
INCREASED3,6403,116+524+17%$876.3K$800.5K-$75.7K2026-10-29
TSG Advice Partners, LLC
NEW3,637—+3,637——$1.0M—2026-10-29
Asset One Wealth Management LLC
INCREASED3,6133,539+74+2%$747.5K$794.7K+$47.1K2026-11-02
Leelyn Smith, LLC
INCREASED3,6073,581+26+1%$1.0M$793.3K-$213.7K2026-11-03
Shum Financial Group, Inc.
DECREASED3,6073,617-100%$1.0M$793.3K-$223.8K2026-10-13
Sterling Capital Management LLC
DECREASED3,6047,776-4,172-54%$2.2M$792.6K-$1.4M2026-10-22
Capital Advisors, Ltd. LLC
DECREASED3,6014,605-1,004-22%$1.3K$792.0K+$790.7K2026-10-27
Smallwood Wealth Investment Management, LLC
DECREASED3,5985,831-2,233-38%$1.6M$791.4K-$848.4K2026-10-30
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED3,5875,787-2,200-38%$1.6M$788.9K-$838.5K2026-10-21
Boit C F David
UNCHANGED3,5843,58400%$1.0M$788.2K-$219.6K2026-10-29
Intergy Private Wealth, LLC
INCREASED3,5823,514+68+2%$988.2K$787.8K-$200.4K2026-10-16
Beacon Bank & Trust
INCREASED3,5803,476+104+3%$977.5K$787.3K-$190.1K2026-10-27
Fulton Breakefield Broenniman LLC
DECREASED3,5703,872-302-8%$1.1M$785.1K-$303.7K2026-11-03
Abacus Planning Group, Inc.
DECREASED3,5673,575-80%$1.0M$784.4K-$221.0K2026-11-02
Reliant Investment Management, LLC
DECREASED3,56627,352-23,786-87%$7.7M$784.3K-$6.9M2026-10-14
Resonant Capital Advisors, LLC
DECREASED3,5574,535-978-22%$1.3M$782.3K-$493.0K2026-10-15
Investment Advisory Services Inc
INCREASED3,5493,529+20+1%$992.4K$780.6K-$211.7K2026-10-27
Legacy Wealth Partners, LLC
INCREASED3,5451,628+1,917+118%$457.9K$779.7K+$321.7K2026-10-15
Visionary Wealth Advisors
INCREASED3,5323,352+180+5%$942.6K$776.8K-$165.8K2026-11-04
Wright Investors Service Inc
INCREASED3,5313,503+28+1%$985.1K$776.6K-$208.5K2026-11-02
Mitchell Sinkler & Starr
UNCHANGED3,5303,53000%$992.7K$776.4K-$216.3K2026-10-13
Trueblood Wealth Management, LLC
DECREASED3,5293,922-393-10%$1.1M$776.1K-$326.8K2026-10-23
Anchyra Partners LLC
INCREASED3,5262,864+662+23%$805.4K$775.5K-$29.9K2026-10-13
Lederer & Associates Investment Counsel
INCREASED3,5113,406+105+3%$958$772-$1862026-10-23
Lynx Investment Advisory
INCREASED3,5103,050+460+15%$857.6K$772.0K-$85.6K2026-10-27
Weil Company, Inc.
INCREASED3,5043,407+97+3%$958.1K$770.5K-$187.6K2026-10-14
Mechanics Bank Trust Department
DECREASED3,5003,652-152-4%$1.0M$769.8K-$257.2K2026-10-13
AA Financial Advisors, LLC
INCREASED3,4883,422+66+2%$962.4K$767.2K-$195.2K2026-10-19
Middleton & Co Inc
DECREASED3,4873,522-35-1%$990.4K$766.9K-$223.5K2026-10-23
JGP Wealth Management, LLC
INCREASED3,4801,886+1,594+85%$530.3K$765.4K+$235.0K2026-10-13
Syverson Strege & Co
DECREASED3,4803,889-409-11%$1.1M$765.4K-$328.2K2026-11-02
Charles Schwab Trust Co
DECREASED3,4774,175-698-17%$1.2M$764.7K-$409.4K2026-10-15
Peoples Financial Services Corp.
DECREASED3,4773,543-66-2%$996.3K$764.7K-$231.6K2026-10-20
SBK Financial, Inc.
UNCHANGED3,4753,47500%$977.2K$764.3K-$212.9K2026-11-02
DT Investment Partners, LLC
INCREASED3,4653,464+1+0%$974.1K$762.1K-$212.1K2026-10-27
Gratus Wealth Advisors, LLC
DECREASED3,4586,688-3,230-48%$1.9M$760.6K-$1.1M2026-10-26
WBH Advisory Inc
INCREASED3,4473,181+266+8%$894.4K$758.0K-$136.4K2026-11-05
Clark Asset Management, LLC
DECREASED3,4424,075-633-16%$1.1M$757.0K-$388.9K2026-10-19
Quintet Private Bank (Europe) S.A.
INCREASED3,4392,589+850+33%$728.1K$756.3K+$28.3K2026-10-08
Quadcap Wealth Management, LLC
DECREASED3,4343,612-178-5%$1.0M$755.2K-$260.4K2026-11-02
Rebalance, LLC
DECREASED3,4303,435-50%$966.0K$754.4K-$211.6K2026-10-22
Mill Capital Management, LLC
UNCHANGED3,4053,40500%$957.5K$748.9K-$208.7K2026-10-26
DLK Investment Management, LLC
INCREASED3,4012,894+507+18%$500.5K$748.0K+$247.5K2026-10-09
Burns J W & Co Inc
DECREASED3,3953,683-288-8%$1.0M$746.7K-$289.0K2026-10-20
Manske Wealth Management
INCREASED3,3863,330+56+2%$936.5K$744.7K-$191.7K2026-10-26
Tableaux LLC
UNCHANGED3,3813,38100%$950.8K$743.6K-$207.2K2026-10-23
Smart Wealth LLC
DECREASED3,3713,994-623-16%$1.1M$741.3K-$381.7K2026-11-04
Blossom Wealth Management
INCREASED3,3683,270+98+3%$919.6K$740.7K-$178.8K2026-11-03
Indiana Trust & Investment Management Co
DECREASED3,3603,510-150-4%$987.0K$739.0K-$248.1K2026-10-22
Capital Investment Counsel, Inc
DECREASED3,3603,460-100-3%$973.0K$739.0K-$234.0K2026-10-20
Northside Capital Management, LLC
INCREASED3,3603,276+84+3%$921.2K$739.0K-$182.3K2026-10-13
Global X Japan Co., Ltd.
INCREASED3,3582,546+812+32%$716.0K$738.5K+$22.6K2026-10-21
Secure Asset Management, LLC
DECREASED3,3543,476-122-4%$977.4K$737.7K-$239.7K2026-10-19
Sunburst Financial Group, LLC
DECREASED3,3454,093-748-18%$1.2M$735.7K-$415.2K2026-10-09
Cullen Investment Group, Ltd.
DECREASED3,3193,583-264-7%$1.0M$753.4K-$254.3K2026-10-13
Selective Wealth Management, Inc.
INCREASED3,3113,154+157+5%$670.7K$775.2K+$104.5K2026-10-16
Brown, Lisle Ings, Inc.
DECREASED3,3063,481-175-5%$978.9K$727.1K-$251.8K2026-10-16
Valley National Advisers Inc
DECREASED3,2933,613-320-9%$1.0M$724.3K-$291.6K2026-10-23
Walser Wealth Management Company, A Ltd Liability Co
DECREASED3,2864,592-1,306-28%$1.3M$722.7K-$568.5K2026-10-15
Boston Trust Walden Corp
UNCHANGED3,2853,28500%$923.8K$722.5K-$201.3K2026-10-30
Walkner Condon Financial Advisors LLC
INCREASED3,2832,367+916+39%$665.6K$722.0K+$56.4K2026-11-02
CLG LLC
DECREASED3,2823,366-84-2%$946.7K$721.8K-$224.9K2026-10-13
Warwick Investment Management, Inc.
DECREASED3,2743,583-309-9%$1.0M$720.1K-$287.4K2026-10-19
Childress Capital Advisors, LLC
DECREASED3,2564,302-1,046-24%$1.2M$716.0K-$493.9K2026-10-28
Long Island Wealth Management, Inc.
INCREASED3,2553,175+80+3%$892.8K$715.9K-$177.0K2026-10-20
Wealth Dimensions Group, Ltd.
DECREASED3,2343,768-534-14%$1.1M$711.2K-$348.3K2026-11-02
Roof Eidam Maycock Peralta, LLC
DECREASED3,2303,295-65-2%$926.6K$710.4K-$216.2K2026-10-15
Center for Financial Planning, Inc.
INCREASED3,2243,124+100+3%$878.6K$709.2K-$169.5K2026-10-26
Decker Wealth Management LLC
INCREASED3,2243,160+64+2%$888.6K$709.1K-$179.5K2026-10-09
Integrity Advisory Solutions, LLC
INCREASED3,2122,829+383+14%$795.7K$706.6K-$89.1K2026-10-29
3Chopt Investment Partners, LLC
INCREASED3,2062,918+288+10%$820.6K$705.1K-$115.5K2026-10-30
Xcel Wealth Management, LLC
DECREASED3,1833,437-254-7%$966.5K$700.0K-$266.5K2026-10-26
Lodestar Private Asset Management LLC
INCREASED3,1782,949+229+8%$829.2K$698.9K-$130.2K2026-10-26
Maple Capital Management, Inc.
DECREASED3,1704,219-1,049-25%$1.2M$697.1K-$489.2K2026-11-02
Future Financial Wealth Managment LLC
INCREASED3,1493,146+3+0%$650.2K$692.5K+$42.3K2026-10-15
Gainline Financial Partners, LLC
DECREASED3,1493,151-20%$886.1K$692.6K-$193.5K2026-10-15
B.O.S.S. Retirement Advisors, LLC
DECREASED3,1383,365-227-7%$946.3K$690.2K-$256.1K2026-10-26
Country Trust Bank
UNCHANGED3,1333,13300%$881.0K$689.0K-$192.0K2026-10-30
Howard Capital Management Group, LLC
DECREASED3,1163,716-600-16%$1.0M$685.3K-$359.7K2026-10-16
Cordgrass Capital Advisors, LLC
DECREASED3,1123,162-50-2%$889.2K$684.4K-$204.8K2026-10-30
Fulcrum Wealth Advisors, LLC
DECREASED3,10010,462-7,362-70%$2.9M$681.8K-$2.3M2026-10-16
MV Capital Management, Inc.
DECREASED3,0903,135-45-1%$881.5K$679.5K-$202.0K2026-10-29
Nemes Rush Group LLC
DECREASED3,0873,130-43-1%$880.1K$679.0K-$201.0K2026-11-04
Key FInancial Inc
INCREASED3,0853,084+1+0%$867.3K$678.5K-$188.8K2026-11-02
Reik & Co., LLC
UNCHANGED3,0723,07200%$863.9K$675.6K-$188.3K2026-10-27
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED3,0683,255-187-6%$915.4K$674.8K-$240.6K2026-11-03
POM Investment Strategies, LLC
DECREASED3,0633,069-60%$863.1K$673.7K-$189.4K2026-10-20
LVZ, Inc.
DECREASED3,0623,119-57-2%$877.1K$673.4K-$203.7K2026-10-20
Revisor Wealth Management LLC
DECREASED3,0593,851-792-21%$1.1M$705.7K-$377.2K2026-10-20
Montz Harcus Wealth Management LLC
DECREASED3,0583,096-38-1%$870.6K$672.6K-$198.0K2026-10-09
Broadway Wealth Solutions, Inc.
INCREASED3,0573,029+28+1%$851.9K$672.3K-$179.6K2026-10-21
RM Financial Services, LLC
UNCHANGED3,0553,05500%$859.1K$671.9K-$187.2K2026-11-03
Castleview Partners, LLC
INCREASED3,0532,513+540+21%$706.8K$671.5K-$35.4K2026-10-09
E&G Advisors, LLC
UNCHANGED3,0403,04000%$854.9K$668.6K-$186.3K2026-10-13
Magnus Financial Group LLC
INCREASED3,0272,945+82+3%$828.1K$665.8K-$162.3K2026-10-21
Vanguard Capital Wealth Advisors
INCREASED3,025960+2,065+215%$270.0K$665.3K+$395.3K2026-10-16
First Affirmative Financial Network
NEW3,024—+3,024——$665.0K—2026-10-21
Relyea Zuckerberg Hanson LLC
DECREASED3,0163,280-264-8%$922.2K$663.2K-$259.0K2026-10-20
Pinnacle Bancorp, Inc.
INCREASED3,0112,911+100+3%$818.6K$662.2K-$156.4K2026-10-21
Titleist Asset Management, LLC
DECREASED2,9963,147-151-5%$884.9K$659.0K-$225.9K2026-10-08
Form Wealth Advisors, LLC
UNCHANGED2,9822,98200%$838.6K$655.8K-$182.7K2026-10-13
Trust Co of the South
UNCHANGED2,9812,98100%$838.3K$655.6K-$182.7K2026-10-21
Woodmont Investment Counsel LLC
INCREASED2,9652,037+928+46%$572.8K$652.1K+$79.3K2026-10-29
Lifestyle Asset Management, Inc.
INCREASED2,9642,628+336+13%$738.9K$652.0K-$86.9K2026-10-20
1900 Wealth Management LLC
INCREASED2,9502,027+923+46%$570.0K$648.8K+$78.8K2026-10-13
Bullock Wealth Management Group
INCREASED2,9492,866+83+3%$820.3K$665.2K-$155.0K2026-10-09
Alessandra Capital Management, LLC
DECREASED2,9473,490-543-16%$981.4K$648.1K-$333.3K2026-10-30
Balefire, LLC
DECREASED2,9445,055-2,111-42%$1.4M$647.5K-$774.1K2026-10-09
Harbour Trust & Investment Management Co
UNCHANGED2,9402,94000%$826.8K$646.6K-$180.2K2026-10-28
Professional Advisory Services Inc
UNCHANGED2,9332,93300%$825$645-$1802026-10-08
LightSquare Wealth Management, LLC
DECREASED2,9323,170-238-8%$891.4K$644.9K-$246.5K2026-11-03
Valpey Financial Services, LLC
UNCHANGED2,9272,92700%$823.1K$643.7K-$179.4K2026-10-30
Advisory Solutions Group, LLC
INCREASED2,8882,487+401+16%$699.5K$635.1K-$64.4K2026-10-14
Graves Light Lenhart Wealth, Inc.
DECREASED2,8833,003-120-4%$844.4K$634.0K-$210.4K2026-10-09
Harvey Investment Co LLC
UNCHANGED2,8822,88200%$810.0K$634-$809.4K2026-10-20
Rossby Financial, LCC
DECREASED2,8694,501-1,632-36%$1.3M$630.9K-$630.1K2026-11-05
Milestone Asset Management, LLC
DECREASED2,86811,240-8,372-74%$3.2M$630.9K-$2.5M2026-10-15
Income Insurance Ltd
UNCHANGED2,8682,86800%$806.5K$630.8K-$175.8K2026-10-21
Bernardo Wealth Planning LLC
INCREASED2,8601,421+1,439+101%$399.7K$628.9K+$229.2K2026-10-23
1620 Investment Advisors, Inc.
INCREASED2,8422,773+69+2%$780.1K$625.0K-$155.0K2026-11-04
Sovran Advisors, LLC
DECREASED2,8403,111-271-9%$707.8K$733.5K+$25.7K2026-11-02
Bond & Devick Financial Network, Inc.
UNCHANGED2,8322,83200%$796.4K$622.8K-$173.5K2026-10-23
Old Republic International Corp
NEW2,829—+2,829——$622—2026-10-26
Plan A Wealth LLC
INCREASED2,8202,754+66+2%$774.5K$620.3K-$154.2K2026-10-08
First United Bank & Trust
DECREASED2,8182,841-23-1%$798.9K$619.8K-$179.2K2026-10-22
Crescent Grove Advisors, LLC
DECREASED2,8152,832-17-1%$796.2K$619.1K-$177.1K2026-10-21
AWM Capital, LLC
NEW2,811—+2,811——$618.3K—2026-10-16
Chapin Davis, Inc.
INCREASED2,8081,897+911+48%$533.5K$617.5K+$84.0K2026-10-09
Manchester Financial Inc
DECREASED2,8082,810-20%$790.2K$617.5K-$172.7K2026-10-15
Weaver Consulting Group
INCREASED2,7972,549+248+10%$716.8K$615.1K-$101.7K2026-10-07
Hengehold Capital Management LLC
DECREASED2,7842,801-17-1%$787.7K$612.4K-$175.3K2026-10-16
MFA Wealth Services
DECREASED2,7802,789-90%$784.3K$611.4K-$172.9K2026-10-14
Mindset Wealth Management, LLC
DECREASED2,7752,910-135-5%$818.3K$610.3K-$208.0K2026-10-19
Insight Advisors, LLC/ PA
INCREASED2,7712,222+549+25%$625.0K$609.3K-$15.7K2026-10-22
Spirit of America Management Corp
INCREASED2,7682,668+100+4%$750.3K$608.8K-$141.5K2026-10-14
Junk Investment Group, LLC
INCREASED2,7572,542+215+8%$714.8K$606.4K-$108.4K2026-10-19
Plante Moran Financial Advisors, LLC
DECREASED2,7562,971-215-7%$835.5K$606.2K-$229.3K2026-11-04
City Holding Co
DECREASED2,7472,759-120%$775.8K$604.1K-$171.7K2026-10-19
Horizon Wealth Management, LLC
INCREASED2,7472,742+5+0%$771.2K$604.2K-$167.0K2026-11-02
Cromwell Holdings LLC
DECREASED2,7453,136-391-12%$881.9K$603.7K-$278.2K2026-10-28
Embree Financial Group
DECREASED2,7363,428-692-20%$963.9K$601.8K-$362.1K2026-10-22
Financial Planning Hawaii, Inc.
DECREASED2,7272,797-70-2%$786.5K$599.7K-$186.8K2026-10-13
Central Bank & Trust Co
DECREASED2,7182,724-60%$766.0K$597.8K-$168.2K2026-10-09
Victory Financial Group, LLC
INCREASED2,7092,385+324+14%$670.8K$595.8K-$75.0K2026-10-27
Davidson Trust Co
DECREASED2,7073,000-293-10%$843.6K$595.4K-$248.3K2026-10-09
Capital Advisors Wealth Management, LLC
DECREASED2,7002,941-241-8%$827.0K$593.7K-$233.3K2026-10-09
Alliance Private Wealth, LLC
DECREASED2,6973,091-394-13%$869.2K$593.2K-$276.1K2026-10-20
Revolve Wealth Partners, LLC
DECREASED2,6902,911-221-8%$818.6K$591.5K-$227.1K2026-10-23
Langley Wealth Management, LLC
DECREASED2,6842,849-165-6%$801.1K$590.3K-$210.9K2026-11-04
HBW Advisory Services LLC
DECREASED2,6823,033-351-12%$852.8K$589.8K-$263.0K2026-10-15
Cohen Investment Advisors LLC
INCREASED2,6772,580+97+4%$725.5K$588.8K-$136.8K2026-10-20
Tritonpoint Wealth, LLC
INCREASED2,6672,576+91+4%$724.3K$586.5K-$137.8K2026-10-19
First Business Financial Services, Inc.
INCREASED2,6662,434+232+10%$684.5K$586.3K-$98.1K2026-10-29
Baron Financial Group, LLC
INCREASED2,6652,661+4+0%$748.2K$586.0K-$162.2K2026-10-09
Beacon Financial Group
INCREASED2,6632,517+146+6%$707.9K$585.6K-$122.3K2026-10-19
Aljian Capital Management, LLC
INCREASED2,6632,648+15+1%$744.5K$585.6K-$158.9K2026-10-28
Phoenix Wealth Advisors
UNCHANGED2,6602,66000%$748.0K$585.0K-$163.0K2026-11-03
Vaughan & Co Securities, Inc.
DECREASED2,6582,864-206-7%$805.4K$584.6K-$220.7K2026-10-23
Evermay Wealth Management LLC
UNCHANGED2,6512,65100%$745.5K$583.0K-$162.5K2026-11-05
Golden Reserve Retirement LLC
INCREASED2,6501,850+800+43%$520.4K$582.8K+$62.5K2026-11-02
KPP Advisory Services LLC
INCREASED2,6241,677+947+56%$471.5K$577.1K+$105.6K2026-10-26
Saratoga Research & Investment Management
UNCHANGED2,6242,62400%$737.9K$577.1K-$160.8K2026-10-16
Atticus Wealth Management, LLC
INCREASED2,6222,304+318+14%$648.0K$576.6K-$71.4K2026-10-20
Smith Shellnut Wilson LLC
DECREASED2,6222,628-60%$739.0K$576.7K-$162.4K2026-10-21
L.K. Benson & Company, P.C.
UNCHANGED2,6202,62000%$736.8K$576.2K-$160.6K2026-10-23
Acropolis Investment Management, LLC
DECREASED2,6102,892-282-10%$813.1K$574.0K-$239.2K2026-10-08
Wealth Group, Ltd.
DECREASED2,60910,161-7,552-74%$2.9M$574.0K-$2.3M2026-10-30
LifeSteps Financial, Inc.
DECREASED2,6072,642-35-1%$742.8K$573.4K-$169.4K2026-10-15
Realta Investment Advisors
INCREASED2,5992,331+268+12%$655.4K$571.5K-$83.9K2026-10-14
Apollon Financial, LLC
INCREASED2,5882,131+457+21%$599.2K$569.2K-$30.0K2026-10-23
First Heartland Consultants, Inc.
INCREASED2,5852,377+208+9%$668.5K$568.5K-$100.0K2026-10-08
Evanson Financial, LLC
INCREASED2,5822,579+3+0%$725.3K$567.8K-$157.5K2026-10-23
Kuhn & Co Investment Counsel
INCREASED2,5782,184+394+18%$614.2K$567.0K-$47.2K2026-10-29
TB Alternative Assets Ltd.
NEW2,577—+2,577——$566.8K—2026-10-16
111 Capital
INCREASED2,5772,287+290+13%$643.1K$566.8K-$76.4K2026-11-03
Fenimore Asset Management Inc
UNCHANGED2,5732,57300%$723.6K$565.9K-$157.7K2026-10-08
Crusonia Wealth Advisors LLC
DECREASED2,5702,659-89-3%$747.8K$565.2K-$182.6K2026-10-26
Elyxium Wealth, LLC
INCREASED2,5682,496+72+3%$701.9K$564.8K-$137.1K2026-10-27
Highland Capital Management, LLC
INCREASED2,5642,538+26+1%$713.7K$564.0K-$149.8K2026-10-26
D'Orazio & Associates, Inc.
DECREASED2,5602,584-24-1%$726.5K$563.1K-$163.4K2026-11-04
Foster Group, Inc.
DECREASED2,5582,650-92-3%$745.2K$562.7K-$182.5K2026-10-13
Patrick M Sweeney & Associates, Inc
INCREASED2,5552,422+133+5%$681.0K$562.0K-$119.1K2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED2,5492,620-71-3%$736.8K$560.5K-$176.3K2026-10-28
Foguth Wealth Management, Llc.
INCREASED2,5492,541+8+0%$541.2K$591.6K+$50.5K2026-10-19
Appleton Partners Inc
DECREASED2,5463,052-506-17%$858.0K$560.0K-$298.0K2026-10-30
Boltwood Capital Management
DECREASED2,5442,610-66-3%$734.0K$559.5K-$174.5K2026-10-02
Entrust Financial LLC
UNCHANGED2,5362,53600%$713.2K$557.8K-$155.4K2026-11-04
Basso Capital Management, L.P.
DECREASED2,5333,551-1,018-29%$998.6K$557.1K-$441.5K2026-10-30
Arvest Investments, Inc.
DECREASED2,5272,535-80%$712.9K$555.8K-$157.1K2026-10-21
Emergent Wealth Advisors, LLC
DECREASED2,5213,471-950-27%$809.5K$554.4K-$255.2K2026-10-09
Encompass Wealth Advisors, LLC
INCREASED2,5161,305+1,211+93%$366.9K$553.2K+$186.3K2026-10-15
Oath Planning, LLC
INCREASED2,5122,440+72+3%$685.9K$552.5K-$133.4K2026-10-20
Asset Advisory Group, Inc.
UNCHANGED2,5122,51200%$706.5K$552.6K-$154.0K2026-10-20
Triton Wealth Management, Pllc
INCREASED2,5111,492+1,019+68%$450.7K$628.1K+$177.4K2026-11-04
Approach Retirement Advisors, LLC
INCREASED2,5052,497+8+0%$702.2K$550.9K-$151.3K2026-10-22
DCF Advisers, LLC
NEW2,500—+2,500——$549.8K—2026-11-04
Talbot Financial, LLC
INCREASED2,5002,300+200+9%$646.8K$549.8K-$97.0K2026-10-19
Sawyer & Company, Inc
UNCHANGED2,5002,50000%$703.0K$549.8K-$153.2K2026-10-21
Beacon Capital Management, LLC
DECREASED2,4822,567-85-3%$721.8K$545.8K-$176.0K2026-10-23
Piscataqua Savings Bank
DECREASED2,4802,680-200-7%$753.6K$545.4K-$208.2K2026-10-21
Greatmark Investment Partners, Inc.
UNCHANGED2,4792,47900%$697.1K$545.2K-$151.9K2026-10-28
Beacon Financial Strategies Corp
DECREASED2,4752,522-47-2%$709.2K$544.3K-$164.9K2026-10-14
Builder Investment Group Inc
UNCHANGED2,4752,47500%$696.0K$544.3K-$151.7K2026-10-22
Clarity Wealth Advisors, LLC
INCREASED2,4741,498+976+65%$421.3K$544.1K+$122.9K2026-10-21
Perennial Advisors, LLC
UNCHANGED2,4652,46500%$693.2K$542.1K-$151.1K2026-10-13
KFA Private Wealth Group, LLC
DECREASED2,4612,473-120%$695.6K$541.3K-$154.3K2026-10-07
Magnolia Capital Management LTD
UNCHANGED2,4572,45700%$691$540-$1512026-10-09
Trek Financial, LLC
DECREASED2,4559,833-7,378-75%$2.8M$539.9K-$2.2M2026-10-29
Grove Street Fiduciary, LLC
UNCHANGED2,4542,45400%$690.1K$539.7K-$150.4K2026-10-13
QTR Family Wealth, LLC
DECREASED2,4512,541-90-4%$714.5K$539.1K-$175.4K2026-11-02
Aire Advisors, LLC
INCREASED2,4462,420+26+1%$680.6K$538.0K-$142.7K2026-10-22
ERn Financial, LLC
INCREASED2,4432,414+29+1%$678.9K$537.2K-$141.7K2026-10-28
Purus Wealth Management, LLC
INCREASED2,4421,880+562+30%$528.7K$537.1K+$8.4K2026-10-15
Saxon Interests, Inc.
DECREASED2,4393,579-1,140-32%$1.0M$536.4K-$470.0K2026-10-26
South Shore Capital Advisors
DECREASED2,4362,807-371-13%$789.4K$535.7K-$253.6K2026-10-20
Security Financial Services, Inc.
INCREASED2,4282,421+7+0%$680.9K$534.1K-$146.8K2026-10-29
Centennial Advisors, LLC
INCREASED2,4272,383+44+2%$670.2K$533.7K-$136.5K2026-10-21
Sweeney & Michel, LLC
INCREASED2,4202,396+24+1%$568.4K$532.2K-$36.2K2026-10-16
MB, Levis & Associates, LLC
DECREASED2,4172,427-100%$682.6K$531.7K-$151.0K2026-10-16
Innova Wealth Partners
INCREASED2,4142,408+6+0%$677.2K$531.0K-$146.2K2026-10-21
Hamilton Capital, LLC
DECREASED2,4092,504-95-4%$704.2K$529.8K-$174.3K2026-10-08
Vann Equity Management LLC
DECREASED2,4062,454-48-2%$690.1K$529.2K-$160.9K2026-10-08
Obermeyer Wealth Partners
INCREASED2,4012,190+211+10%$615.9K$528.1K-$87.8K2026-10-21
Moody Lynn Lieberson & Walker, LLC
DECREASED2,4012,435-34-1%$684.7K$528.1K-$156.7K2026-10-14
GFS Advisors, LLC
NEW2,400—+2,400——$528.0K—2026-11-03
Obsidian CIO, LLC
INCREASED2,4002,320+80+3%$652.5K$527.9K-$124.5K2026-11-05
Mogy Joel R Investment Counsel Inc
UNCHANGED2,4002,40000%$674.9K$527.8K-$147.1K2026-10-13
Eagle Strategies LLC
DECREASED2,39710,320-7,923-77%$2.9M$527.1K-$2.4M2026-10-16
WealthSpring Partners, LLC
DECREASED2,3963,276-880-27%$921.2K$527.0K-$394.2K2026-10-14
Certuity, LLC
INCREASED2,3952,233+162+7%$627.9K$526.8K-$101.0K2026-11-02
Park Edge Advisors, LLC
DECREASED2,3862,409-23-1%$677.4K$524.8K-$152.7K2026-10-28
Rational Advisors, Inc.
INCREASED2,3781,695+683+40%$476.7K$523.0K+$46.3K2026-11-02
United Asset Strategies, Inc.
DECREASED2,3722,381-90%$669.6K$521.7K-$147.8K2026-10-28
Norris Perne & French LLP
DECREASED2,3692,543-174-7%$715.0K$520.9K-$194.1K2026-10-23
Regent Peak Wealth Advisors LLC
INCREASED2,3682,359+9+0%$663.4K$520.8K-$142.6K2026-10-13
Farmers & Merchants Trust Co of Long Beach
DECREASED2,3602,364-40%$664.8K$519.0K-$145.7K2026-10-22
Dorato Capital Management
INCREASED2,3542,344+10+0%$674.0K$519.1K-$155.0K2026-10-08
Vista Investment Partners II, LLC
DECREASED2,3532,704-351-13%$760.4K$517.5K-$242.9K2026-10-15
Independent Investors Inc
UNCHANGED2,3502,35000%$660.8K$516.8K-$144.0K2026-10-30
Outfitters Financial LLC
UNCHANGED2,3502,35000%$660.8K$516.8K-$144.0K2026-10-23
Kelleher Financial Advisors
DECREASED2,3436,640-4,297-65%$1.9M$515.4K-$1.4M2026-10-30
Balboa Wealth Partners
INCREASED2,3392,305+34+1%$648.1K$514.3K-$133.7K2026-10-20
RS Crum Inc.
UNCHANGED2,3262,32600%$654.1K$511.6K-$142.5K2026-10-19
Nfsg Corp
DECREASED2,31819,126-16,808-88%$5.4M$509.8K-$4.9M2026-10-15
Summit Wealth Group LLC / Co
INCREASED2,3111,955+356+18%$549.7K$508.2K-$41.5K2026-10-29
Capital Advantage, Inc.
INCREASED2,3091,803+506+28%$507.1K$507.9K+$7742026-10-14
Integral Investment Advisors, Inc.
INCREASED2,2981,463+835+57%$411.5K$505.5K+$94.0K2026-11-03
Cooper S Advisors, LLC
INCREASED2,2972,295+2+0%$645.5K$505.2K-$140.2K2026-11-03
SmartHarvest Portfolios, LLC
DECREASED2,2952,927-632-22%$823.2K$504.7K-$318.5K2026-10-26
Morton Capital Management LLC
DECREASED2,2872,322-35-2%$652.9K$503.0K-$150.0K2026-10-23
Princeton Global Asset Management LLC
DECREASED2,2782,325-47-2%$653.9K$501.0K-$152.8K2026-10-21
Abel Hall, LLC
INCREASED2,2692,224+45+2%$625.4K$499.0K-$126.4K2026-10-19
Harrell Investment Partners, LLC
NEW2,265—+2,265——$498.1K—2026-10-15
Schmidt P J Investment Management Inc
DECREASED2,2642,508-244-10%$705.3K$497.9K-$207.4K2026-11-02
First Interstate Bank
DECREASED2,2592,414-155-6%$678.8K$496.8K-$182.0K2026-10-23
Eads & Heald Wealth Management
DECREASED2,2542,916-662-23%$820.0K$495.7K-$324.3K2026-10-29
Commonwealth Retirement Investments LLC
DECREASED2,2432,248-50%$632.2K$493.3K-$138.9K2026-10-26
TriaGen Wealth Management LLC
UNCHANGED2,2392,23900%$629.6K$492.4K-$137.2K2026-10-14
Armstrong Henry H Associates Inc
UNCHANGED2,2382,23800%$629.3K$492.2K-$137.1K2026-10-07
Cornerstone Planning Group LLC
INCREASED2,2372,111+126+6%$434.5K$508.0K+$73.5K2026-10-16
Foundation Wealth Management, LLC
INCREASED2,227829+1,398+169%$232.9K$489.6K+$256.8K2026-10-22
Veratis Advisors, Inc.
INCREASED2,2262,194+32+1%$616.9K$489.8K-$127.2K2026-11-03
Congress Park Capital LLC
DECREASED2,2233,023-800-26%$850.1K$488.9K-$361.2K2026-10-13
Rosenberg Matthew Hamilton
INCREASED2,2151,983+232+12%$557.8K$487.1K-$70.6K2026-10-05
McKinley Carter Wealth Services, Inc.
INCREASED2,2092,179+30+1%$612.9K$485.8K-$127.1K2026-10-16
Financial Symmetry Inc
INCREASED2,2042,105+99+5%$592.0K$484.8K-$107.2K2026-10-06
SJS Investment Consulting Inc.
INCREASED2,2011,741+460+26%$489.5K$484.2K-$5.3K2026-10-26
Clear Creek Financial Management, LLC
INCREASED2,1982,117+81+4%$595.4K$483.4K-$112.0K2026-10-28
Isthmus Partners, LLC
UNCHANGED2,1832,18300%$613.9K$480.1K-$133.8K2026-10-21
Rose Capital Advisors LLC
INCREASED2,1821,844+338+18%$518.6K$480.2K-$38.5K2026-11-04
Ergawealth Advisors, Inc.
INCREASED2,1792,155+24+1%$606.0K$479.2K-$126.8K2026-10-21
Roth Financial Partners LLC
DECREASED2,1752,200-25-1%$618.7K$478.3K-$140.3K2026-10-06
Riversedge Advisors, LLC
INCREASED2,1721,799+373+21%$506.0K$477.8K-$28.2K2026-10-09
SwitchPoint Financial Planning, LLC
INCREASED2,1712,037+134+7%$572.8K$477.5K-$95.3K2026-11-02
Wernau Asset Management Inc.
UNCHANGED2,1662,16600%$609.1K$476.4K-$132.7K2026-10-19
Alpha Family Trust
UNCHANGED2,1652,16500%$608.8K$608.8K$02026-11-04
Arnhold LLC
UNCHANGED2,1562,15600%$606.3K$474.2K-$132.1K2026-10-26
Five Oceans Advisors
DECREASED2,1522,298-146-6%$646.2K$473.3K-$172.9K2026-10-22
Galvin, Gaustad & Stein, LLC
DECREASED2,1512,309-158-7%$649.2K$473.1K-$176.0K2026-10-08
Waterfront Wealth Inc.
DECREASED2,1442,158-14-1%$620.4K$518.1K-$102.3K2026-11-03
Towercrest Capital Management
DECREASED2,1372,187-50-2%$614.9K$469.9K-$145.0K2026-10-23
KRS Capital Management, LLC
INCREASED2,1372,090+47+2%$587.6K$470.1K-$117.5K2026-10-16
Glass Wealth Management Co LLC
INCREASED2,1352,050+85+4%$576.5K$469.6K-$106.9K2026-10-28
Partners Wealth Management, LLC
INCREASED2,1321,373+759+55%$386.1K$468.9K+$82.8K2026-10-28
Alliance Wealth Management Group
DECREASED2,1292,179-50-2%$612.7K$468.2K-$144.5K2026-10-29
Prevail Innovative Wealth Advisors, LLC
INCREASED2,1281,734+394+23%$487.6K$469.2K-$18.4K2026-10-20
Affinity Capital Advisors, LLC
DECREASED2,1282,244-116-5%$672.0K$483.2K-$188.8K2026-10-13
First Growth Capital LLC
INCREASED2,1261,528+598+39%$429.7K$467.6K+$37.9K2026-10-15
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED2,1242,12400%$597.3K$467.1K-$130.2K2026-10-26
Freestate Advisors LLC
INCREASED2,1232,121+2+0%$596.4K$466.9K-$129.6K2026-10-09
Traynor Capital Management, Inc.
INCREASED2,1132,022+91+5%$568.7K$464.7K-$103.9K2026-10-29
Worth Asset Management, LLC
INCREASED2,1112,002+109+5%$562.9K$464.4K-$98.6K2026-10-07
Heritage Family Offices, LLP
INCREASED2,1101,781+329+18%$500.8K$464.1K-$36.8K2026-11-02
Values Added Financial LLC
DECREASED2,1102,345-235-10%$659.5K$464.1K-$195.5K2026-10-28
Grandfield & Dodd, LLC
DECREASED2,1102,260-150-7%$635.5K$464.1K-$171.5K2026-10-29
Financial Management Professionals, Inc.
DECREASED2,1102,138-28-1%$601.2K$464.1K-$137.1K2026-10-23
Cache Advisors, LLC
INCREASED2,1071,387+720+52%$390.0K$463.4K+$73.4K2026-10-16
One Day In July LLC
DECREASED2,1062,184-78-4%$614.2K$463.2K-$151.0K2026-10-30
Southland Equity Partners LLC
DECREASED2,1062,118-12-1%$595.7K$463.3K-$132.4K2026-10-14
Winter & Associates, Inc.
DECREASED2,0982,257-159-7%$634.8K$507.7K-$127.1K2026-10-23
Goldstein Advisors, LLC
INCREASED2,0982,052+46+2%$577.0K$461.4K-$115.6K2026-10-15
Centerline Wealth Advisors, LLC
INCREASED2,0952,093+2+0%$588.5K$460.7K-$127.8K2026-10-15
Friday Financial
INCREASED2,0901,903+187+10%$582.6K$471.5K-$111.0K2026-10-09
W Advisors, LLC
INCREASED2,0902,073+17+1%$583.1K$459.8K-$123.3K2026-11-02
Wealth Enhancement Trust Services, Inc.
DECREASED2,0892,856-767-27%$803.1K$459.4K-$343.7K2026-10-07
Annex Advisory Services, LLC
INCREASED2,0851,721+364+21%$483.9K$458.7K-$25.3K2026-10-16
First National Bank Sioux Falls
DECREASED2,0792,129-50-2%$534.4K$457.2K-$77.1K2026-10-13
Peoples Bank
INCREASED2,0702,002+68+3%$563.0K$455.3K-$107.7K2026-10-26
Quantum Financial Advisors, LLC
DECREASED2,0692,174-105-5%$611.2K$454.9K-$156.3K2026-11-03
Cultivar Capital, Inc.
DECREASED2,0676,062-3,995-66%$1.7M$454.6K-$1.3M2026-10-14
Whelan Financial
INCREASED2,0601,852+208+11%$520.9K$453.1K-$67.9K2026-10-28
Nadler Financial Group, Inc.
INCREASED2,0582,044+14+1%$574.8K$452.6K-$122.2K2026-10-23
Vestia Personal Wealth Advisors
INCREASED2,0511,538+513+33%$432.5K$451.1K+$18.6K2026-10-20
Beverly Hills Private Wealth, LLC
INCREASED2,0491,982+67+3%$557.3K$450.7K-$106.6K2026-11-04
Huntleigh Advisors, Inc.
DECREASED2,0475,347-3,300-62%$1.5M$450.3K-$1.1M2026-11-03
Wedge Capital Management L L P
INCREASED2,0461,942+104+5%$546.1K$450.0K-$96.1K2026-10-13
Tandem Investment Partners LLC
INCREASED2,0462,044+2+0%$574.8K$450.0K-$124.8K2026-10-16
Financial Consulate, Inc
DECREASED2,0432,146-103-5%$603.5K$449.3K-$154.2K2026-10-23
Global Wealth Strategies & Associates
INCREASED2,0361,842+194+11%$518.0K$447.8K-$70.2K2026-10-02
Inlet Private Wealth, LLC
DECREASED2,0302,040-100%$573.6K$446.4K-$127.2K2026-10-21
626 Financial, LLC
UNCHANGED2,0282,02800%$570.3K$446.0K-$124.3K2026-11-04
CKW Financial Group
INCREASED2,0241,983+41+2%$568$457-$1112026-10-29
Hilltop National Bank
DECREASED2,0168,847-6,831-77%$2.5M$443.4K-$2.0M2026-10-14
Semus Wealth Partners LLC
INCREASED2,0141,440+574+40%$405.0K$442.9K+$37.9K2026-10-22
Denver PWM, LLC
UNCHANGED2,0142,01400%$471.9K$442.9K-$29.0K2026-10-22
Shotwell Rutter Baer Inc
UNCHANGED2,0022,00200%$562.8K$440.2K-$122.7K2026-10-14
Birinyi Associates Inc
DECREASED2,00014,839-12,839-87%$4.2M$440.0K-$3.7M2026-10-28
J. Derek Lewis & Associates Inc.
DECREASED1,9992,180-181-8%$613.0K$439.7K-$173.4K2026-11-03
GC Wealth Management RIA, LLC
INCREASED1,9951,593+402+25%$448.0K$438.8K-$9.2K2026-11-02
Mcdaniel Terry & Co
UNCHANGED1,9881,98800%$559.0K$437.2K-$121.8K2026-11-05
Union Savings Bank
DECREASED1,9852,037-52-3%$572.8K$436.6K-$136.2K2026-10-14
Baker Tilly Wealth Management, LLC
INCREASED1,9851,939+46+2%$545.3K$436.5K-$108.8K2026-10-05
FCG Investment Co
DECREASED1,9842,063-79-4%$580.1K$436.3K-$143.8K2026-10-13
HCR Wealth Advisors
INCREASED1,9821,891+91+5%$531.8K$435.9K-$95.9K2026-10-15
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,9821,98200%$557.4K$435.9K-$121.5K2026-10-30
Private Wealth Management Group, LLC
INCREASED1,9681,870+98+5%$525.9K$432.8K-$93.0K2026-10-19
Able Financial Group, LLC
INCREASED1,9641,911+53+3%$537.4K$431.9K-$105.4K2026-10-14
Beacon Financial Advisory LLC
INCREASED1,9641,938+26+1%$545.1K$431.9K-$113.1K2026-10-16
Lighthouse Financial LLC
INCREASED1,9611,761+200+11%$495.2K$431.3K-$63.9K2026-10-23
Canopy Partners, LLC
INCREASED1,9531,389+564+41%$390.6K$429.5K+$38.9K2026-10-28
Lazard Freres Gestion S.A.S.
DECREASED1,9532,078-125-6%$584.0K$429.0K-$155.0K2026-11-03
Aafmaa Wealth Management & Trust LLC
INCREASED1,9521,275+677+53%$358.5K$429.3K+$70.8K2026-10-14
TruNorth Capital Management, LLC
INCREASED1,9501,887+63+3%$530.8K$428.9K-$101.8K2026-10-14
Cove Private Wealth, LLC
UNCHANGED1,9491,94900%$548.1K$428.6K-$119.4K2026-10-28
West Wealth Group, LLC
DECREASED1,9421,949-70%$548.2K$427.1K-$121.1K2026-10-14
1834 Investment Advisors Co
INCREASED1,9391,626+313+19%$457.2K$426.4K-$30.8K2026-10-16
Salomon & Ludwin, LLC
DECREASED1,9352,455-520-21%$702.7K$425.6K-$277.2K2026-10-29
Key Capital Management, Inc
INCREASED1,925586+1,339+229%$164.8K$458.1K+$293.3K2026-11-03
Prosperity Financial Group, Inc.
INCREASED1,9221,834+88+5%$516.0K$422.8K-$93.2K2026-10-29
Omni 360 Wealth, Inc.
INCREASED1,9211,901+20+1%$534.6K$422.5K-$112.0K2026-10-13
Cerro Pacific Wealth Advisors LLC
DECREASED1,9162,848-932-33%$801.0K$421.3K-$379.6K2026-10-22
Prosperitas Financial LLC
INCREASED1,9131,823+90+5%$512.7K$420.7K-$92.0K2026-10-28
Versant Capital Management, Inc
DECREASED1,9122,563-651-25%$720.7K$420.5K-$300.2K2026-10-02
Challenger Wealth Management
INCREASED1,9011,802+99+5%$506.8K$418.0K-$88.8K2026-10-30
BOS Asset Management, LLC
DECREASED1,8971,945-48-2%$547.0K$417.2K-$129.7K2026-10-09
Macroview Investment Management LLC
INCREASED1,8951,813+82+5%$509.9K$416.7K-$93.2K2026-10-26
PFS Partners, LLC
INCREASED1,8921,886+6+0%$530.3K$416.0K-$114.3K2026-10-21
Coastline Trust Co
UNCHANGED1,8911,89100%$531.8K$415.9K-$115.9K2026-10-01
Fragasso Financial Advisors Inc
DECREASED1,8861,985-99-5%$558.1K$428.4K-$129.7K2026-10-13
Asset Advisors Investment Management, LLC
DECREASED1,8832,179-296-14%$612.8K$414.1K-$198.6K2026-10-19
Acorn Financial Advisory Services Inc
INCREASED1,8811,877+4+0%$527.9K$413.9K-$114.0K2026-11-02
Bright Futures Wealth Management, Llc.
INCREASED1,8791,683+196+12%$473.2K$413.2K-$60.0K2026-10-23
Flagship Wealth Advisors, LLC
DECREASED1,8672,762-895-32%$776.6K$410.6K-$366.0K2026-11-03
Yanni & Associates Investment Advisors, LLC
UNCHANGED1,8651,86500%$524.3K$410.1K-$114.3K2026-10-14
MPS Loria Financial Planners, LLC
INCREASED1,8621,854+8+0%$521.4K$409.5K-$111.8K2026-10-14
Green Ridge Wealth Planning LLC
DECREASED1,8611,864-30%$524.3K$409.4K-$114.9K2026-10-08
Community Bank of Raymore
UNCHANGED1,8601,86000%$523.1K$409.1K-$114.0K2026-10-23
Presilium Private Wealth, LLC
DECREASED1,8461,927-81-4%$541.9K$406.0K-$135.9K2026-10-26
Nautilus Advisors LLC
DECREASED1,8402,019-179-9%$580.5K$404.6K-$175.9K2026-10-07
Landaas & Co
INCREASED1,8381,836+2+0%$516.2K$404.3K-$111.9K2026-10-29
Portside Wealth Group, LLC
DECREASED1,8324,120-2,288-56%$1.2M$403.0K-$755.6K2026-10-20
Brucke Financial, Inc.
INCREASED1,8201,742+78+4%$489.9K$400.3K-$89.6K2026-10-23
Kentucky Trust Co
INCREASED1,8191,670+149+9%$469.6K$400.1K-$69.6K2026-10-15
TCV Trust & Wealth Management, Inc.
DECREASED1,8153,661-1,846-50%$1.0M$399.2K-$630.3K2026-10-16
Great Diamond Partners, LLC
DECREASED1,8131,815-20%$510.4K$398.7K-$111.7K2026-10-13
Silvia Mccoll Wealth Management, LLC
UNCHANGED1,8111,81100%$509.3K$398.3K-$111.0K2026-10-07
BAM Wealth Management, LLC
INCREASED1,8101,254+556+44%$352.6K$398.1K+$45.4K2026-10-15
Hilton Head Capital Partners, LLC
INCREASED1,8101,706+104+6%$479.7K$398.2K-$81.5K2026-10-23
Integras Partners LLC
DECREASED1,8082,434-626-26%$684.4K$397.6K-$286.8K2026-10-30
Hubbell Strickland Wealth Management, LLC
UNCHANGED1,8041,80400%$507.4K$396.8K-$110.6K2026-10-29
Taylor Securities Services, Inc.
DECREASED1,8032,354-551-23%$662.0K$396.5K-$265.4K2026-10-20
Camden National Bank
INCREASED1,8011,799+2+0%$505.9K$396.1K-$109.8K2026-11-02
EdgeRock Capital LLC
INCREASED1,7951,385+410+30%$389.6K$394.8K+$5.2K2026-11-03
Central Valley Advisors, LLC
DECREASED1,7943,052-1,258-41%$858.5K$394.6K-$463.9K2026-10-27
Van Cleef Asset Management,Inc
UNCHANGED1,7921,79200%$503.9K$394.1K-$109.8K2026-10-20
Triune Financial Partners, LLC
INCREASED1,7911,768+23+1%$497.3K$393.9K-$103.4K2026-11-03
Davis Investment Partners, LLC
DECREASED1,7891,865-76-4%$524.3K$393.5K-$130.8K2026-11-05
Hazlett, Burt & Watson, Inc.
DECREASED1,7871,797-10-1%$309.2K$209.2K-$100.0K2026-11-04
Fidato Wealth LLC
NEW1,782—+1,782——$391.9K—2026-10-13
Retirement Solution LLC
DECREASED1,7771,839-62-3%$517.2K$390.8K-$126.4K2026-10-27
Tranquility Partners, LLC
INCREASED1,7771,724+53+3%$484.8K$390.9K-$93.9K2026-10-20
Oak Thistle LLC
NEW1,776—+1,776——$390.6K—2026-10-21
Jamison Private Wealth Management, Inc.
UNCHANGED1,7731,77300%$498.5K$390.0K-$108.5K2026-10-14
Montchanin Asset Management, LLC
UNCHANGED1,7651,76500%$496.0K$388.0K-$108.0K2026-11-02
Commonwealth Financial Services, LLC
DECREASED1,7642,946-1,182-40%$828.5K$388.0K-$440.6K2026-10-20
Sutton Place Investors LLC
INCREASED1,7631,608+155+10%$452.1K$387.7K-$64.4K2026-10-20
Kozak & Associates, Inc.
INCREASED1,7621,124+638+57%$321.7K$446.3K+$124.6K2026-10-29
Private Management Group Inc
DECREASED1,7601,761-10%$495.1K$387.0K-$108.1K2026-11-04
Mattern Wealth Management LLC
DECREASED1,7591,769-10-1%$497.5K$386.9K-$110.6K2026-11-04
Meridian Financial Partners LLC
INCREASED1,7581,742+16+1%$367.9K$411.6K+$43.7K2026-10-23
Petros Family Wealth, LLC
DECREASED1,7571,795-38-2%$504.8K$386.4K-$118.4K2026-10-28
WealthBridge Capital Management, LLC
INCREASED1,7571,730+27+2%$486.5K$386.5K-$100.0K2026-10-16
Hummer Financial Advisory Services Inc
DECREASED1,7521,902-150-8%$534.9K$385.3K-$149.5K2026-10-09
Fruth Investment Management
UNCHANGED1,7501,75000%$492$384-$1082026-10-13
Coerente Capital Management
UNCHANGED1,7501,75000%$492.1K$384.9K-$107.2K2026-10-29
Mine & Arao Wealth Creation & Management, Llc.
UNCHANGED1,7491,74900%$491.8K$384.7K-$107.2K2026-10-29
Capstone Wealth Management Group, Inc.
DECREASED1,7472,208-461-21%$621.0K$384.3K-$236.7K2026-10-19
Kellett Wealth Advisors, LLC
INCREASED1,7451,667+78+5%$468.8K$383.8K-$85.0K2026-10-15
Greenwood Gearhart LLC
DECREASED1,7433,151-1,408-45%$886.1K$383.3K-$502.8K2026-11-02
Continuum Wealth Advisors, LLC
DECREASED1,7342,334-600-26%$656.3K$381.5K-$274.9K2026-10-20
Lazari Capital Management, Inc.
INCREASED1,7341,301+433+33%$365.9K$381.4K+$15.5K2026-10-20
Gradient Capital Advisors, LLC
DECREASED1,7311,744-13-1%$490.5K$380.6K-$109.8K2026-10-21
Wilkerson Advisory Group LLC
DECREASED1,7271,758-31-2%$494.5K$379.8K-$114.7K2026-10-20
Oakmont Investment Advisors, Inc.
INCREASED1,7261,688+38+2%$474.3K$379.2K-$95.1K2026-10-21
Raab & Moskowitz Asset Management LLC
UNCHANGED1,7221,72200%$484.1K$378.6K-$105.5K2026-11-02
Cannon Financial Strategists, Inc.
UNCHANGED1,7211,72100%$483.8K$378.4K-$105.4K2026-10-19
Mosley Wealth Management
INCREASED1,7131,313+400+30%$369.1K$401.0K+$31.9K2026-10-16
Capital Management Associates, Inc
INCREASED1,7131,524+189+12%$428.6K$376.7K-$51.8K2026-10-20
Eagle Bay Advisors LLC
DECREASED1,7131,758-45-3%$494.3K$376.7K-$117.6K2026-10-16
Southern Capital Advisors, LLC
INCREASED1,7041,697+7+0%$477.3K$374.7K-$102.6K2026-10-26
True Link Financial Advisors, LLC
DECREASED1,7021,832-130-7%$515.2K$374.3K-$140.9K2026-10-27
W.H. Cornerstone Investments Inc.
DECREASED1,7021,717-15-1%$482.8K$374.3K-$108.5K2026-11-03
Summit Securities Group LLC
INCREASED1,700300+1,400+467%$84.4K$373.9K+$289.5K2026-11-05
Buck Wealth Strategies, LLC
INCREASED1,6931,688+5+0%$474.7K$372.3K-$102.3K2026-10-28
DSG Capital Advisors, LLC
UNCHANGED1,6931,69300%$367.5K$372.3K+$4.8K2026-11-05
Stableford Capital II LLC
UNCHANGED1,6901,69000%$475.2K$371.7K-$103.6K2026-10-09
Adkins Seale Capital Management LLC
UNCHANGED1,6901,69000%$475.2K$371.7K-$103.6K2026-10-27
Meridian Financial Advisors, LLC
UNCHANGED1,6881,68800%$474.7K$371.2K-$103.4K2026-10-14
Cambridge Financial Group, LLC
UNCHANGED1,6881,68800%$474.7K$474.7K$02026-10-06
Garrett Wealth Advisory Group, LLC
DECREASED1,6811,712-31-2%$481.4K$369.7K-$111.7K2026-10-22
Cap Partners, LLC
DECREASED1,6791,733-54-3%$487.4K$369.3K-$118.2K2026-10-19
Clearwave Capital, LLC
INCREASED1,6791,652+27+2%$464.4K$369.3K-$95.2K2026-10-27
Nixon Peabody Trust Co
DECREASED1,6681,805-137-8%$507.5K$366.8K-$140.7K2026-10-23
Human Investing LLC
INCREASED1,6681,533+135+9%$431.2K$366.9K-$64.3K2026-10-19
Sterling Investment Advisors, Ltd.
UNCHANGED1,6661,66600%$468.6K$366.5K-$102.1K2026-10-27
Mccarter Private Wealth Services LLC
INCREASED1,6651,301+364+28%$365.9K$366.2K+$3192026-10-22
Milestone Asset Management Group, LLC
DECREASED1,6641,681-17-1%$472.8K$366.0K-$106.8K2026-10-20
Miramontes Capital, LLC
INCREASED1,6621,661+1+0%$467.2K$365.5K-$101.7K2026-10-19
MRA Advisory Group
INCREASED1,6601,657+3+0%$465.8K$365.1K-$100.8K2026-10-07
Southern Financial Group, LLC
INCREASED1,6591,542+117+8%$433.7K$364.9K-$68.7K2026-10-30
Evansbrook LLC
DECREASED1,6571,727-70-4%$485.7K$364.4K-$121.2K2026-10-16
Saxony Capital Management, LLC
DECREASED1,6571,674-17-1%$470.8K$364.5K-$106.3K2026-10-15
Townsend Asset Management Corp
DECREASED1,6482,397-749-31%$674.1K$362.5K-$311.6K2026-10-29
Hickory Point Bank & Trust
UNCHANGED1,6451,64500%$462.6K$361.8K-$100.8K2026-10-01
Eagle Bluffs Wealth Management LLC
INCREASED1,6441,576+68+4%$443.2K$361.6K-$81.6K2026-10-20
Bucket List Wealth Management, LLC
INCREASED1,6391,629+10+1%$458.1K$360.5K-$97.6K2026-10-22
FAI Advisors, Inc.
DECREASED1,6381,807-169-9%$508.1K$360.2K-$147.9K2026-10-27
Ellis Investment Partners, LLC
INCREASED1,6371,604+33+2%$451.1K$360.1K-$91.0K2026-10-21
Aurora Private Wealth, Inc.
INCREASED1,6331,553+80+5%$437.0K$359-$436.6K2026-10-20
Altus Wealth Group LLC
DECREASED1,6321,665-33-2%$468.2K$358.9K-$109.3K2026-10-20
Cottonwood Capital Advisors, LLC
UNCHANGED1,6301,63000%$458.4K$358.5K-$99.9K2026-10-20
Marathon Mission, Inc.
DECREASED1,6272,260-633-28%$635.5K$357.8K-$277.7K2026-10-01
Woodside Wealth Management LLC
UNCHANGED1,6271,62700%$457.5K$357.8K-$99.7K2026-10-16
First Bank & Trust
NEW1,625—+1,625——$357.4K—2026-10-19
Jacobsen Capital Management
DECREASED1,6221,795-173-10%$504.8K$356.7K-$148.0K2026-10-27
Renasant Bank
NEW1,621—+1,621——$356.5K—2026-11-05
Canton Hathaway, LLC
UNCHANGED1,6211,62100%$455.8K$356.5K-$99.3K2026-10-23
Schneider Downs Wealth Management Advisors, LP
INCREASED1,6181,383+235+17%$388.9K$355.9K-$33.0K2026-10-27
Guardian Wealth Advisors, LLC
INCREASED1,6131,387+226+16%$389.9K$403.6K+$13.6K2026-10-30
Sepio Capital, LP
DECREASED1,6122,431-819-34%$683.6K$354.5K-$329.1K2026-10-22
Prentiss Smith & Co Inc
INCREASED1,6081,578+30+2%$443.7K$353.6K-$90.1K2026-10-27
Lantern Wealth Advisors, LLC
DECREASED1,6071,825-218-12%$513.2K$353.4K-$159.8K2026-10-22
Sterling Financial Planning, Inc.
DECREASED1,6031,667-64-4%$468.7K$352.5K-$116.2K2026-10-28
Rise Advisors, LLC
DECREASED1,6021,865-263-14%$524.4K$352.3K-$172.1K2026-10-16
Burton Enright Welch
INCREASED1,6011,190+411+35%$334.8K$352.2K+$17.4K2026-11-04
Norway Savings Bank
UNCHANGED1,5971,59700%$449.1K$351.2K-$97.9K2026-10-20
Amplius Wealth Advisors, LLC
DECREASED1,5891,644-55-3%$462.3K$349.5K-$112.8K2026-10-20
Atwater Malick LLC
INCREASED1,5891,565+24+2%$440.1K$349.5K-$90.6K2026-10-15
Evolution Wealth Management Inc.
INCREASED1,588318+1,270+399%$89.4K$349.3K+$259.9K2026-10-28
Brady Family Wealth, LLC
UNCHANGED1,5881,58800%$446.6K$349.2K-$97.3K2026-11-02
Rochester Wealth Strategies, LLC
UNCHANGED1,5861,58600%$446.0K$348.8K-$97.2K2026-11-03
Raleigh Capital Management Inc.
DECREASED1,5851,606-21-1%$451.7K$348.6K-$103.1K2026-10-28
Paladin Wealth, LLC
NEW1,579—+1,579——$347.2K—2026-10-23
Harold Davidson & Associates Inc.
UNCHANGED1,5751,57500%$442.9K$346.4K-$96.5K2026-10-29
Retirement Guys Formula LLC
DECREASED1,5711,578-70%$438.5K$347.9K-$90.6K2026-10-26
Asset Planning,Inc
INCREASED1,5661,564+2+0%$439.9K$344.4K-$95.5K2026-10-26
Buckhead Capital Management LLC
DECREASED1,5631,663-100-6%$467.7K$343.8K-$123.9K2026-11-03
Northwest Wealth Management, LLC
INCREASED1,5591,455+104+7%$409.0K$343.0K-$66.1K2026-10-30
Alchemi Wealth, LLC
DECREASED1,5541,575-21-1%$443.2K$341.9K-$101.2K2026-11-04
LJI Wealth Management, LLC
INCREASED1,5491,149+400+35%$323.1K$340.7K+$17.6K2026-10-28
ASL Financial, LLC
UNCHANGED1,5481,54800%$435.3K$340.5K-$94.9K2026-10-15
Progressive Investment Management Corp
UNCHANGED1,5481,54800%$435.3K$340.5K-$94.9K2026-10-26
Bright Financial Advisors, Inc.
DECREASED1,5471,787-240-13%$502.5K$340.2K-$162.3K2026-10-23
West Paces Advisors Inc.
INCREASED1,5471,346+201+15%$378.5K$340.2K-$38.3K2026-10-13
Golden State Wealth Management, LLC
DECREASED1,5421,716-174-10%$482.7K$339.3K-$143.4K2026-11-02
Greater Midwest Financial Group, LLC
INCREASED1,5391,528+11+1%$429.8K$338.5K-$91.3K2026-10-13
Integris Wealth Management, LLC
DECREASED1,5381,855-317-17%$521.6K$338.3K-$183.4K2026-10-14
Flynn Zito Capital Management, LLC
DECREASED1,5351,600-65-4%$449.9K$337.6K-$112.3K2026-11-04
Wingate Wealth Advisors, Inc.
INCREASED1,5271,522+5+0%$428.0K$335.8K-$92.2K2026-10-26
Baugh & Associates, LLC
UNCHANGED1,5271,52700%$429.5K$335.9K-$93.6K2026-10-16
Tanager Wealth Management LLP
INCREASED1,5261,436+90+6%$403.8K$335.6K-$68.2K2026-10-19
RBA Wealth Management, LLC
NEW1,522—+1,522——$334.7K—2026-10-28
Fiduciary Financial Group, LLC
DECREASED1,5211,525-40%$428.8K$334.5K-$94.3K2026-10-13
Kenora Financial, LLC
DECREASED1,5151,715-200-12%$482.3K$333.2K-$149.1K2026-10-20
Globalt Investments LLC / GA
DECREASED1,51417,439-15,925-91%$4.9M$333.0K-$4.6M2026-10-27
Meadow Creek Wealth Advisors LLC
DECREASED1,5111,591-80-5%$447.4K$332.3K-$115.1K2026-11-02
Private Wealth Partners, LLC
DECREASED1,5091,636-127-8%$460.1K$331.9K-$128.2K2026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED1,506738+768+104%$207.6K$331.3K+$123.7K2026-10-16
Legacy Advisors, LLC
DECREASED1,5061,896-390-21%$533.2K$331.2K-$201.9K2026-10-19
Financial Futures Ltd Liability Co.
DECREASED1,5051,508-30%$424.1K$331.0K-$93.0K2026-10-13
Washington Trust Bank
INCREASED1,5041,452+52+4%$408.3K$330.8K-$77.5K2026-11-03
Kingsman Wealth Management, Inc.
INCREASED1,5021,267+235+19%$356.3K$330.3K-$26.0K2026-10-13
Stanley-Laman Group, Ltd.
UNCHANGED1,5001,50000%$421.8K$329.9K-$91.9K2026-10-20
Gibson Wealth Advisors LLC
UNCHANGED1,5001,50000%$421.8K$329.9K-$91.9K2026-10-20
Stone Summit Wealth LLC
UNCHANGED1,4961,49600%$420.7K$329.0K-$91.7K2026-10-14
Noesis Capital Mangement Corp
DECREASED1,4951,512-17-1%$425.3K$328.9K-$96.4K2026-10-26
AGF Management LTD
DECREASED1,49417,546-16,052-91%$4.9M$328.6K-$4.6M2026-11-03
Windsor Capital Management, LLC
INCREASED1,4901,443+47+3%$406.1K$327.8K-$78.3K2026-10-13
Jacksonville Wealth Management, LLC
INCREASED1,4851,483+2+0%$417.2K$326.5K-$90.7K2026-10-30
Simplify Asset Management Inc.
DECREASED1,4845,014-3,530-70%$1.4M$326.4K-$1.1M2026-10-27
Penbrook Management LLC
INCREASED1,4831,283+200+16%$360.8K$326.2K-$34.6K2026-10-16
Primoris Wealth Advisors, LLC
INCREASED1,4831,468+15+1%$412.8K$326.2K-$86.7K2026-10-28
BetterWealth, LLC
NEW1,482—+1,482——$325.9K—2026-10-15
Guerra PAN Advisors, LLC
UNCHANGED1,4781,47800%$415.6K$349.4K-$66.2K2026-10-26
Old Second National Bank of Aurora
INCREASED1,477950+527+55%$267.2K$324.8K+$57.7K2026-10-22
Invested Advisors
INCREASED1,4671,447+20+1%$406.9K$322.6K-$84.3K2026-10-23
Flagship Capital Management Inc.
INCREASED1,4641,461+3+0%$411.0K$321.9K-$89.1K2026-10-20
Willis Investment Counsel
DECREASED1,4621,958-496-25%$550.7K$321.4K-$229.3K2026-10-20
WJ Interests, LLC
UNCHANGED1,4621,46200%$411.1K$321.5K-$89.6K2026-10-14
Foundation Resource Management Inc
DECREASED1,4591,559-100-6%$438.4K$320.9K-$117.5K2026-10-19
LeConte Wealth Management, LLC
DECREASED1,4581,573-115-7%$442.4K$320.6K-$121.8K2026-10-20
Rockline Wealth Management, LLC
UNCHANGED1,4561,45600%$409.4K$320.2K-$89.2K2026-10-26
Community Financial Services Group, LLC
DECREASED1,4551,656-201-12%$474.0K$328.3K-$145.8K2026-10-15
Guardian Investment Management
UNCHANGED1,4501,45000%$407.8K$318.9K-$88.9K2026-10-23
Fortitude Family Office, LLC
INCREASED1,443841+602+72%$236.5K$317.4K+$80.9K2026-10-14
North Capital, Inc.
DECREASED1,4391,496-57-4%$420.6K$332.2K-$88.4K2026-10-16
Paulson Wealth Management Inc.
DECREASED1,4391,493-54-4%$419.8K$316.5K-$103.4K2026-11-02
Woodward Financial Advisors, Inc.
DECREASED1,4321,437-50%$404.1K$315.0K-$89.1K2026-10-19
Lecap Asset Management LTD
NEW1,431—+1,431——$314.7K—2026-10-27
Aviso Wealth Management
DECREASED1,4301,562-132-8%$439.3K$314.5K-$124.8K2026-11-04
Maia Wealth LLC
DECREASED1,4291,601-172-11%$450.1K$314.4K-$135.8K2026-10-19
Fermata Advisors, LLC
INCREASED1,4241,327+97+7%$373.2K$313.2K-$60.0K2026-10-13
Banque de Luxembourg S.A.
NEW1,420—+1,420——$312.3K—2026-10-14
Gemmer Asset Management LLC
UNCHANGED1,4121,41200%$397.1K$310.4K-$86.6K2026-10-16
Madrid Wealth Management, LLC
UNCHANGED1,4121,41200%$397.1K$310.5K-$86.5K2026-10-23
Westover Capital Advisors, LLC
NEW1,408—+1,408——$309.7K—2026-10-26
Horizon Advisory Services, Inc.
DECREASED1,4081,508-100-7%$424.1K$309.7K-$114.4K2026-10-29
Richardson Financial Services Inc.
DECREASED1,4031,505-102-7%$423.2K$308.6K-$114.6K2026-10-30
Consolidated Capital Management, LLC
UNCHANGED1,4001,40000%$393.7K$307.9K-$85.8K2026-10-13
Marotta Asset Management
DECREASED1,3991,547-148-10%$442.8K$307.6K-$135.1K2026-10-02
Kooman & Associates
INCREASED1,3991,376+23+2%$386.9K$307.7K-$79.3K2026-10-21
Citrine Capital LLC
INCREASED1,3971,372+25+2%$385.8K$307.2K-$78.6K2026-10-14
RW Investment Management LLC
NEW1,395—+1,395——$306.8K—2026-11-03
Single Point Partners, LLC
UNCHANGED1,3911,39100%$391.2K$306.0K-$85.2K2026-10-19
Wealth Alliance Advisory Group, LLC
DECREASED1,3881,479-91-6%$415.9K$305.2K-$110.7K2026-10-14
North Point Portfolio Managers Corp
INCREASED1,3861,266+120+9%$356.0K$304.8K-$51.2K2026-10-07
Successful Portfolios LLC
INCREASED1,3861,346+40+3%$393.3K$307.4K-$85.9K2026-10-09
Pinion Investment Advisors, LLC
UNCHANGED1,3851,38500%$389.5K$304.6K-$84.9K2026-11-04
Ring Mountain Capital, LLC
INCREASED1,3751,369+6+0%$385.0K$302.4K-$82.6K2026-10-13
Thrive Capital Management, LLC
INCREASED1,3661,265+101+8%$355.7K$300.3K-$55.4K2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED1,362836+526+63%$235.2K$299.6K+$64.5K2026-10-20
Skyline Advisors, Inc.
DECREASED1,3621,374-12-1%$386.3K$299.5K-$86.7K2026-11-03
Matisse Capital
INCREASED1,3611,013+348+34%$284.9K$299.3K+$14.5K2026-10-29
Black Diamond Financial, LLC
INCREASED1,3611,109+252+23%$311.9K$299.2K-$12.7K2026-10-26
Cambridge Advisors Inc.
UNCHANGED1,3601,36000%$382.4K$299.1K-$83.3K2026-10-19
JSF Financial, LLC
INCREASED1,3591,116+243+22%$313.7K$298.9K-$14.9K2026-10-22
Swmg, LLC
INCREASED1,3551,303+52+4%$282.9K$341.6K+$58.6K2026-10-23
Gutierrez Wealth Advisory, LLC
INCREASED1,3521,340+12+1%$376.9K$297.4K-$79.6K2026-11-02
Sonata Capital Group Inc
DECREASED1,3502,060-710-34%$579.3K$296.9K-$282.4K2026-10-19
Boyd Wealth Management, LLC
INCREASED1,3481,339+9+1%$376.5K$296.5K-$80.1K2026-10-20
55 North Private Wealth, LLC
DECREASED1,3471,648-301-18%$463.5K$296.3K-$167.2K2026-10-20
Intelligence Driven Advisers, LLC
INCREASED1,3471,223+124+10%$343.9K$296.2K-$47.7K2026-10-09
Armbruster Capital Management, Inc.
DECREASED1,3471,440-93-6%$404.9K$296.2K-$108.7K2026-10-19
American Institute for Advanced Investment Management, LLP
DECREASED1,3421,557-215-14%$437.8K$295.1K-$142.7K2026-11-03
Capstone Wealth Management, LLC
DECREASED1,3391,382-43-3%$388.6K$294.5K-$94.1K2026-11-02
Pacific Sage Partners, LLC
INCREASED1,3371,280+57+4%$359.9K$294.0K-$65.9K2026-10-21
Advisory Resource Group
DECREASED1,3371,360-23-2%$382.4K$294.0K-$88.4K2026-10-26
Kohmann Bosshard Financial Services, LLC
INCREASED1,3331,332+1+0%$374.5K$293.1K-$81.4K2026-11-04
Fingerlakes Wealth Management, Inc.
DECREASED1,3261,371-45-3%$385.5K$291.6K-$93.9K2026-11-04
Financial Insights, Inc.
UNCHANGED1,3251,32500%$372.6K$291.4K-$81.2K2026-10-27
Walker Asset Management, LLC
INCREASED1,3241,245+79+6%$350.2K$291.2K-$59.0K2026-10-13
RVW Wealth, LLC
INCREASED1,3211,218+103+8%$342.4K$290.5K-$51.9K2026-10-06
CrossGen Wealth, LLC
UNCHANGED1,3211,32100%$371.5K$290.5K-$81.0K2026-10-30
Blue Bell Private Wealth Management, LLC
DECREASED1,3191,401-82-6%$394.0K$290.1K-$103.9K2026-10-29
Stillwater Wealth Management Group
INCREASED1,318915+403+44%$257.3K$289.9K+$32.6K2026-10-21
Mitchell & Pahl Private Wealth, LLC
UNCHANGED1,3181,31800%$370.6K$289.9K-$80.8K2026-10-14
Blankinship & Foster, LLC
INCREASED1,3151,301+14+1%$366.0K$289.1K-$76.8K2026-10-19
Veracity Capital LLC
INCREASED1,309823+486+59%$231.5K$288.0K+$56.4K2026-10-08
Ellsworth Advisors, LLC
INCREASED1,3071,221+86+7%$257.8K$287.5K+$29.7K2026-10-15
Eagle Wealth Advisors LLC
DECREASED1,3061,327-21-2%$373.2K$287.2K-$85.9K2026-10-20
Monument Capital Management
INCREASED1,299965+334+35%$271.4K$285.7K+$14.3K2026-10-09
Enzi Wealth
INCREASED1,2981,288+10+1%$279.5K$299.4K+$20.0K2026-10-14
Robinson Smith Wealth Advisors LLC
INCREASED1,2941,044+250+24%$293.6K$284.6K-$9.0K2026-10-22
Chemung Canal Trust Co
UNCHANGED1,2891,28900%$362.5K$283.5K-$79.0K2026-11-04
World Equity Group, Inc.
DECREASED1,2884,693-3,405-73%$1.3M$283.3K-$1.0M2026-10-14
Weinberger Asset Management, Inc
INCREASED1,2861,268+18+1%$283.5K$282.8K-$7562026-10-28
Redwood Family Wealth LLC
NEW1,285—+1,285——$282.5K—2026-10-20
New Covenant Trust Company, N.A.
INCREASED1,2851,113+172+15%$313.0K$282.6K-$30.4K2026-10-08
Harel Insurance Investments & Financial Services Ltd.
INCREASED1,283600+683+114%$169.0K$282.0K+$113.0K2026-11-02
Gibson Capital, LLC
DECREASED1,2831,572-289-18%$442.2K$282.2K-$160.0K2026-10-23
Carter Financial Group, Inc.
DECREASED1,2791,468-189-13%$413.0K$281.2K-$131.8K2026-10-21
Canvas Wealth Advisors, LLC
DECREASED1,2761,553-277-18%$436.8K$329.6K-$107.1K2026-11-02
Willow Creek Wealth Management Inc.
DECREASED1,2711,300-29-2%$365.6K$279.5K-$86.0K2026-10-26
Canandaigua National Trust Co of Florida
NEW1,269—+1,269——$279.1K—2026-10-07
BCS Wealth Management
DECREASED1,2691,309-40-3%$368.0K$279.0K-$89.0K2026-11-03
Tred Avon Family Wealth, LLC
DECREASED1,2633,314-2,051-62%$931.9K$277.8K-$654.2K2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED1,2631,502-239-16%$422.3K$277.8K-$144.5K2026-11-04
Fiduciary Family Office, LLC
DECREASED1,2591,277-18-1%$359.2K$276.8K-$82.4K2026-11-04
WealthPoint Financial, LLC
INCREASED1,2581,156+102+9%$325.0K$276.7K-$48.4K2026-11-03
Carolina Wealth Management Inc
DECREASED1,2491,250-10%$351.5K$274.7K-$76.8K2026-10-29
RIA Advisory Group LLC
DECREASED1,2471,809-562-31%$508.8K$274.2K-$234.7K2026-10-15
Westside Investment Management, Inc.
INCREASED1,2471,117+130+12%$314.1K$275.2K-$38.9K2026-11-02
NavPoint Financial, Inc.
UNCHANGED1,2471,24700%$350.7K$274.3K-$76.4K2026-10-21
Guardian Asset Advisors, LLC
INCREASED1,2321,231+1+0%$346.2K$271.0K-$75.2K2026-10-16
Center For Asset Management LLC
INCREASED1,229936+293+31%$263.2K$270.2K+$6.9K2026-10-16
Chapman Financial Group, LLC
UNCHANGED1,2291,22900%$345.6K$270.3K-$75.3K2026-10-26
MeadowBrook Investment Advisors LLC
UNCHANGED1,2271,22700%$345.0K$309.3K-$35.7K2026-10-29
Leslie Global Wealth, LLC
DECREASED1,2261,339-113-8%$376.5K$269.6K-$106.9K2026-10-26
Lincoln Capital LLC
DECREASED1,2221,229-7-1%$345.7K$268.8K-$76.9K2026-10-09
Gill Capital Partners, LLC
DECREASED1,2201,320-100-8%$371.2K$268.3K-$102.9K2026-10-13
Motive Wealth Advisors
DECREASED1,2201,312-92-7%$368.9K$268.3K-$100.6K2026-10-26
Trilogy Capital Inc.
DECREASED1,2181,560-342-22%$438.7K$267.9K-$170.8K2026-10-20
Northern Capital Management, Inc.
INCREASED1,2151,163+52+4%$327.1K$267.1K-$60.0K2026-11-05
Smithbridge Asset Management Inc
UNCHANGED1,2131,21300%$341.1K$266.8K-$74.3K2026-10-19
Strata Wealth Advisors, LLC
DECREASED1,2061,271-65-5%$357.5K$265.3K-$92.2K2026-10-16
Financial Security Advisor, Inc.
DECREASED1,2052,243-1,038-46%$630.8K$265.0K-$365.8K2026-11-03
Dominguez Wealth Management Solutions, Inc.
INCREASED1,2041,200+4+0%$337.6K$264.8K-$72.7K2026-10-07
Neumann Capital Management, LLC
NEW1,203—+1,203——$264.6K—2026-10-15
Spectrum Asset Management, Inc. (NB )
UNCHANGED1,2001,20000%$337.5K$263.9K-$73.5K2026-10-19
OAK Family Advisors, LLC
UNCHANGED1,2001,20000%$337.5K$263.9K-$73.5K2026-10-19
Factor Wealth Management LTD
DECREASED1,1981,299-101-8%$365.2K$263.5K-$101.8K2026-10-08
S.A. Mason LLC
UNCHANGED1,1971,19700%$336.6K$263.3K-$73.4K2026-10-13
Biltmore Wealth Management, LLC
INCREASED1,1961,188+8+1%$334.1K$263.1K-$70.9K2026-10-09
Encompass More Asset Management
INCREASED1,1851,099+86+8%$309.2K$260.5K-$48.7K2026-10-16
Hopwood Financial Services, Inc.
UNCHANGED1,1821,18200%$332.4K$260.0K-$72.4K2026-10-29
Shoker Investment Counsel, Inc.
INCREASED1,1811,153+28+2%$324.5K$259.8K-$64.7K2026-11-04
Sterling Investment Counsel, LLC
DECREASED1,1761,408-232-16%$395.9K$258.6K-$137.3K2026-10-19
Latitude Advisors, LLC
DECREASED1,1761,192-16-1%$335.2K$258.7K-$76.6K2026-10-27
Flower City Capital
DECREASED1,1741,514-340-22%$425.8K$258.2K-$167.6K2026-10-15
Regatta Capital Group, LLC
INCREASED1,174945+229+24%$265.6K$258.1K-$7.5K2026-10-23
Johnson Bixby & Associates, LLC
UNCHANGED1,1711,17100%$329.4K$257.6K-$71.8K2026-10-14
Wespac Advisors, LLC
UNCHANGED1,1701,17000%$329.0K$257.3K-$71.7K2026-10-26
Carota Wealth Management
NEW1,168—+1,168——$256.9K—2026-11-03
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED1,1551,15500%$324.8K$254.0K-$70.8K2026-10-15
Navigation Group, LLC
UNCHANGED1,1541,15400%$324.4K$253.8K-$70.7K2026-10-28
KG Capital Management
DECREASED1,1531,225-72-6%$344.5K$253.7K-$90.9K2026-10-15
Liberty Capital Management, Inc.
DECREASED1,1511,224-73-6%$344.2K$253.1K-$91.1K2026-11-02
Clayton Financial Group LLC
INCREASED1,1501,100+50+5%$309.3K$252.9K-$56.4K2026-10-13
Searcy Financial Services Inc
UNCHANGED1,1481,14800%$322.8K$252.5K-$70.3K2026-10-07
Connecticut Capital Management Group, LLC
DECREASED1,1461,164-18-2%$327.3K$252.0K-$75.3K2026-10-29
Innovative Wealth Building LLC
NEW1,144—+1,144——$251.6K—2026-10-14
PUREfi Wealth, LLC
DECREASED1,1441,185-41-3%$333.2K$251.6K-$81.6K2026-10-19
Cypress Financial Planning LLC
INCREASED1,1421,122+20+2%$315.4K$251.1K-$64.3K2026-10-09
Hohimer Wealth Management, LLC
DECREASED1,1391,191-52-4%$334.9K$250.5K-$84.4K2026-11-04
Stone House Investment Management, LLC
INCREASED1,137643+494+77%$180.9K$250.1K+$69.2K2026-10-23
Traveka Wealth, LLC
INCREASED1,1361,087+49+5%$305.8K$249.9K-$55.9K2026-10-19
Iron Financial LLC
DECREASED1,1341,258-124-10%$353.7K$249.4K-$104.2K2026-10-23
Compass Wealth Management LLC
INCREASED1,130835+295+35%$234.8K$248.5K+$13.7K2026-10-22
N10 Wealth, LLC
NEW1,127—+1,127——$247.9K—2026-10-14
Baker Boyer National Bank
DECREASED1,1271,784-657-37%$501.7K$247.9K-$253.8K2026-11-05
Cadinha & Co LLC
DECREASED1,1271,297-170-13%$364.7K$247.9K-$116.9K2026-10-22
Woodstock Corp
DECREASED1,1271,177-50-4%$331.0K$247.9K-$83.1K2026-10-13
Well Done, LLC
INCREASED1,126994+132+13%$279.5K$247.6K-$31.9K2026-10-20
Define Financial, LLC
INCREASED1,122999+123+12%$280.9K$246.8K-$34.1K2026-10-14
Heck Capital Advisors, LLC
INCREASED1,118993+125+13%$279.2K$245.9K-$33.4K2026-10-14
ShankerValleau Wealth Advisors, Inc.
INCREASED1,1151,035+80+8%$291.1K$245.2K-$45.8K2026-10-16
Baer Investment Advisory LLC
DECREASED1,11310,956-9,843-90%$3.1M$244.8K-$2.9M2026-10-13
Emerald Advisors, LLC
DECREASED1,1131,245-132-11%$350.0K$244.7K-$105.3K2026-10-13
Total Wealth Planning & Management, Inc.
UNCHANGED1,1121,11200%$312.7K$244.6K-$68.1K2026-10-23
Veery Capital, LLC
UNCHANGED1,1111,11100%$312.4K$244.3K-$68.1K2026-10-07
SFM, LLC d/b/a Sweeney Financial Advisors
NEW1,110—+1,110——$244.1K—2026-10-14
GF Fund Management Co. Ltd.
UNCHANGED1,1031,10300%$310.2K$242.6K-$67.6K2026-10-26
Baron Wealth Management LLC
DECREASED1,1021,603-501-31%$450.7K$242.4K-$208.4K2026-10-27
Outlook Wealth Advisors, LLC
UNCHANGED1,1021,10200%$309.9K$242.4K-$67.5K2026-10-28
Blue Fin Capital, Inc.
UNCHANGED1,1011,10100%$309.6K$242.1K-$67.5K2026-10-28
Carnegie Lake Advisors LLC
DECREASED1,1005,121-4,021-79%$1.4M$1.1M-$313.8K2026-11-03
Pekin Hardy Strauss, Inc.
DECREASED1,1002,100-1,000-48%$590.6K$241.9K-$348.6K2026-11-02
Kestra Investment Management, LLC
INCREASED1,096776+320+41%$218.3K$241.0K+$22.7K2026-11-04
Clear Wave Wealth Management LLC
DECREASED1,0931,114-21-2%$313.3K$240.4K-$72.9K2026-11-04
Sensible Money, LLC
INCREASED1,092951+141+15%$267.5K$240.2K-$27.3K2026-10-20
Sharper & Granite LLC
INCREASED1,090950+140+15%$267.2K$264.2K-$2.9K2026-11-02
ADE, LLC
DECREASED1,0901,092-20%$307.1K$239.7K-$67.4K2026-10-29
Samalin Investment Counsel, LLC
INCREASED1,0871,082+5+0%$304.2K$239.0K-$65.2K2026-10-23
Argus Investors' Counsel, Inc.
DECREASED1,0851,793-708-39%$504.2K$238.6K-$265.6K2026-10-09
Pettinga Financial Advisors LLC
DECREASED1,0841,090-6-1%$306.6K$238.3K-$68.2K2026-10-13
LifeWealth Investments, LLC
INCREASED1,0831,069+14+1%$300.6K$238.2K-$62.4K2026-10-21
First Merchants Corp
DECREASED1,0811,089-8-1%$306.2K$237.7K-$68.5K2026-10-15
Milestones Private Investment Advisors LLC
UNCHANGED1,0791,07900%$303.4K$237.3K-$66.1K2026-10-19
Heartwood Wealth Advisors LLC
INCREASED1,075947+128+14%$266.3K$236.4K-$29.9K2026-10-05
Master's Wealth Management Inc.
INCREASED1,0721,069+3+0%$300.6K$235.8K-$64.8K2026-10-22
Hudson Capital Management LLC
DECREASED1,0711,626-555-34%$457.2K$235.5K-$221.7K2026-10-20
Elmwood Wealth Management, Inc.
DECREASED1,0711,365-294-22%$383.9K$235.6K-$148.3K2026-10-14
Financial Harvest, LLC
INCREASED1,065944+121+13%$265.6K$234.3K-$31.3K2026-10-15
Eubel Brady & Suttman Asset Management Inc
INCREASED1,0651,036+29+3%$291.0K$234.0K-$57.0K2026-11-04
Kelsey Financial, LLC
INCREASED1,0641,002+62+6%$281.8K$234.0K-$47.8K2026-10-28
Gordian Advisors LLC
INCREASED1,0641,061+3+0%$298.2K$234.0K-$64.3K2026-10-30
Cadent Capital Advisors, LLC
DECREASED1,0611,173-112-10%$330.0K$233.5K-$96.5K2026-10-09
Abacus Wealth Partners, LLC
DECREASED1,0571,189-132-11%$334.4K$232.5K-$101.9K2026-11-03
TrinityBridge Ltd
UNCHANGED1,0531,05300%$296.0K$232.0K-$64.0K2026-10-30
Braun-Bostich & Associates Inc.
INCREASED1,052957+95+10%$269.1K$231.4K-$37.8K2026-10-20
MKT Advisors LLC
UNCHANGED1,0521,05200%$321.9K$238.3K-$83.6K2026-10-20
HighRoad Wealth Advisors, LLC
UNCHANGED1,0501,05000%$295.3K$230.9K-$64.3K2026-10-14
Birch Financial Group, LLC
DECREASED1,0471,829-782-43%$514.4K$230.3K-$284.1K2026-10-27
PCG Asset Management, LLC
INCREASED1,045790+255+32%$222.2K$229.9K+$7.8K2026-11-05
Sigma Investment Counselors Inc
DECREASED1,0431,284-241-19%$361.1K$229.4K-$131.7K2026-10-27
Archer Investment Corp
DECREASED1,0381,236-198-16%$347.5K$228.2K-$119.3K2026-11-05
Williams Financial, LLC
INCREASED1,033941+92+10%$264.6K$227.2K-$37.4K2026-10-19
Marathon Strategic Advisors, LLC
UNCHANGED1,0331,03300%$290.5K$227.2K-$63.3K2026-10-20
Asio Capital, LLC
DECREASED1,03013,639-12,609-92%$3.8M$226.5K-$3.6M2026-10-19
TradeWell Securities, Llc.
DECREASED1,0301,034-40%$290.8K$226.4K-$64.4K2026-10-21
McHugh Group, LLC
UNCHANGED1,0291,02900%$289.4K$226.3K-$63.1K2026-10-19
Reap Financial Group, LLC
INCREASED1,027858+169+20%$241.2K$225.9K-$15.3K2026-11-02
Colton Groome Financial Advisors, LLC
INCREASED1,0261,023+3+0%$287.7K$225.7K-$62.0K2026-10-06
Augustine Asset Management Inc
NEW1,025—+1,025——$225.4K—2026-10-13
Gerald Baker Financial Group LLC
INCREASED1,018897+121+13%$252.2K$223.9K-$28.3K2026-10-09
Echo45 Advisors LLC
NEW1,017—+1,017——$223.6K—2026-10-07
Founders Grove Wealth Partners, LLC
INCREASED1,016839+177+21%$235.9K$223.4K-$12.5K2026-10-16
Howard Wealth Management, LLC
UNCHANGED1,0141,01400%$285.2K$223.2K-$61.9K2026-10-28
Pacific Capital Wealth Advisors, Inc.
UNCHANGED1,0141,01400%$285.1K$223.0K-$62.1K2026-10-22
Mainsail Asset Management, LLC
DECREASED1,0131,048-35-3%$222.9K$224.1K+$1.2K2026-10-14
Doliver Advisors, LP
DECREASED1,0101,035-25-2%$291.1K$222.1K-$68.9K2026-10-01
Financial Solutions Advisory Group, Inc.
NEW1,008—+1,008——$234.0K—2026-10-28
Finer Wealth Management, Inc.
UNCHANGED1,0041,00400%$282.4K$220.8K-$61.5K2026-10-16
Holland Advisory Services, Inc.
DECREASED1,0011,025-24-2%$288.1K$220.2K-$67.9K2026-10-26
Torrey Growth & Income Advisors
DECREASED1,0003,530-2,530-72%$983.4K$220.4K-$763.0K2026-11-04
Lynch Investment Planning, LLC
INCREASED1,000993+7+1%$279.3K$219.9K-$59.4K2026-10-27
Cobblestone Asset Management LLC
UNCHANGED1,0001,00000%$281.2K$219.9K-$61.3K2026-10-13
Atlas Wealth Partners, LLC
UNCHANGED1,0001,00000%$281.2K$219.9K-$61.3K2026-11-03
Zega Investments, LLC
DECREASED9991,531-532-35%$430.6K$219.7K-$210.8K2026-11-04
Clarus Group, Inc.
INCREASED999992+7+1%$279.0K$219.8K-$59.2K2026-10-21
Independence Wealth Advisors, LLC
UNCHANGED99999900%$280.9K$219.7K-$61.2K2026-10-29
Piedmont Capital Management, LLC
DECREASED9971,122-125-11%$315.5K$219.3K-$96.2K2026-10-21
Redhawk Wealth Advisors, Inc.
INCREASED997876+121+14%$246.4K$219.2K-$27.2K2026-10-14
Souders Financial Advisors
DECREASED9964,947-3,951-80%$1.4M$219.1K-$1.2M2026-11-03
Precedent Wealth Partners, LLC
DECREASED9952,269-1,274-56%$638.2K$218.8K-$419.4K2026-10-21
Atlas Private Wealth Advisors
DECREASED9951,010-15-1%$284.1K$218.9K-$65.3K2026-10-23
4Wealth Advisors, Inc.
DECREASED9942,587-1,593-62%$719.1K$218.7K-$500.4K2026-10-13
Edgemoor Investment Advisors, Inc.
INCREASED993989+4+0%$278.1K$218.4K-$59.7K2026-11-03
Crane Advisory, LLC
UNCHANGED99399300%$217.5K$220.0K+$2.5K2026-10-13
Shepherd Financial Partners LLC
DECREASED9921,071-79-7%$301.2K$218.2K-$83.0K2026-11-03
Aspen Wealth Management LLC
INCREASED992990+2+0%$278.5K$218.2K-$60.4K2026-10-14
Journey Retirement Planning & Investment Management LLC
DECREASED9862,060-1,074-52%$579.5K$217.1K-$362.4K2026-10-09
Orca Wealth Management, LLC
UNCHANGED98498400%$276.7K$216.5K-$60.2K2026-10-14
Integrated Wealth Management
INCREASED983979+4+0%$275.2K$216.3K-$58.9K2026-10-19
Aufman Associates Inc
DECREASED9811,062-81-8%$298.6K$215.8K-$82.9K2026-11-04
Miller Global Investments, LLC
UNCHANGED98198100%$275.9K$215.8K-$60.1K2026-10-02
Perryman Financial Advisory Inc
INCREASED977957+20+2%$269.1K$214.9K-$54.2K2026-10-16
Peak Financial Management, Inc.
UNCHANGED97797700%$274.7K$214.9K-$59.9K2026-10-16
Rooted Wealth Advisors, Inc.
UNCHANGED97797700%$274.7K$274.7K$02026-11-03
Bellecapital International Ltd.
NEW972—+972——$213.8K—2026-10-21
Lakeshore Financial Planning, Inc.
INCREASED972970+2+0%$272.9K$213.8K-$59.1K2026-10-13
MinichMacGregor Wealth Management, LLC
DECREASED9701,006-36-4%$283.2K$213.5K-$69.6K2026-10-14
Pinkerton Wealth, LLC
DECREASED969987-18-2%$239.4K$213.2K-$26.2K2026-10-29
Red Mountain Financial, LLC
INCREASED965963+2+0%$270.8K$212.1K-$58.7K2026-11-03
Cherrydale Wealth Management, LLC
DECREASED963968-5-1%$271.9K$211.8K-$60.2K2026-10-20
Strategic Family Wealth Counselors, L.L.C.
INCREASED963961+2+0%$270.2K$211.8K-$58.5K2026-10-29
Discipline Wealth Solutions, LLC
DECREASED960971-11-1%$273.0K$211.1K-$61.9K2026-10-14
Roberts Wealth Advisors, LLC
UNCHANGED95795700%$269.1K$210.5K-$58.6K2026-10-14
Blackston Financial Advisory Group, LLC
DECREASED9551,100-145-13%$309.2K$210.1K-$99.1K2026-11-04
Wright Wealth LLC
DECREASED955956-10%$269.0K$210.1K-$58.8K2026-10-29
Consilium Wealth Advisory, LLC
UNCHANGED95595500%$268.6K$210.0K-$58.5K2026-10-14
Richardson Capital Management LLC
UNCHANGED95295200%$267.7K$209.4K-$58.3K2026-10-23
Barlow Wealth Partners, LLC
INCREASED948839+109+13%$253.4K$209.8K-$43.6K2026-10-15
Allegiance Financial Group Advisory Services LLC
NEW947—+947——$208.2K—2026-11-02
Maryland Capital Advisors Inc.
UNCHANGED94694600%$266.0K$208.1K-$58.0K2026-10-15
Centurion Wealth Management LLC
DECREASED9451,006-61-6%$282.9K$207.8K-$75.1K2026-10-13
Euro Pacific Asset Management, LLC
INCREASED944921+23+3%$5.5K$207.6K+$202.1K2026-11-03
Warren Street Wealth Advisors, LLC
DECREASED943999-56-6%$280.9K$207.4K-$73.5K2026-11-04
Shariaportfolio, Inc.
DECREASED9411,152-211-18%$323.8K$206.8K-$117.0K2026-10-20
Stronghold Wealth Management L.L.C.
INCREASED941903+38+4%$253.9K$207.0K-$47.0K2026-10-16
Hardin Capital Partners, LLC
NEW940—+940——$206.8K—2026-10-09
GoalFusion Wealth Management, LLC
INCREASED940834+106+13%$234.5K$206.7K-$27.8K2026-10-06
Shore Point Advisors, LLC
UNCHANGED94094000%$264.6K$206.9K-$57.7K2026-10-14
Succession Financial, Inc.
DECREASED9381,280-342-27%$359.8K$206.2K-$153.6K2026-10-14
Pennsylvania Capital Management Inc
INCREASED937935+2+0%$263.0K$206.0K-$57.0K2026-11-05
Destiny Wealth Partners, LLC
DECREASED9351,420-485-34%$317.6K$236.1K-$81.5K2026-11-05
Fortem Financial Group, LLC
DECREASED935992-57-6%$279.0K$205.7K-$73.3K2026-10-20
Kaizen Financial Strategies
NEW933—+933——$205.1K—2026-10-09
Stewardship Concepts Financial Services LLC
DECREASED9321,272-340-27%$357.8K$204.9K-$153.0K2026-10-06
Mason & Associates, LLC
UNCHANGED93293200%$262.1K$205.0K-$57.1K2026-10-26
Essential Partners LLC
INCREASED931632+299+47%$177.7K$204.8K+$27.0K2026-10-14
Fiscal Wisdom Wealth Management, LLC
INCREASED929814+115+14%$228.9K$204.3K-$24.6K2026-10-16
Voisard Asset Management Group, Inc.
DECREASED9251,003-78-8%$282.1K$203.4K-$78.6K2026-10-13
Optivise Advisory Services LLC
INCREASED925903+22+2%$253.9K$203.5K-$50.4K2026-10-19
Summit Financial Strategies, Inc.
INCREASED924729+195+27%$205.0K$203.2K-$1.8K2026-10-14
First Financial Group Corp
DECREASED924946-22-2%$266.1K$203.2K-$62.9K2026-10-22
Pflug Koory, LLC
UNCHANGED92392300%$259.6K$203.0K-$56.6K2026-10-26
Redwood Financial Network Corp
DECREASED9221,010-88-9%$284.0K$202.8K-$81.2K2026-11-03
Kelly Financial Group LLC
UNCHANGED92092000%$258.7K$202.4K-$56.3K2026-10-16
Scissortail Wealth Management, LLC
NEW919—+919——$202.1K—2026-11-03
Symmetry Partners, LLC
DECREASED918985-67-7%$277.0K$201.9K-$75.0K2026-10-27
Tobam
NEW917—+917——$202.0K—2026-11-03
Level Wealth Management LLC
UNCHANGED91791700%$257.9K$201.7K-$56.2K2026-10-23
Total Investment Management Inc
UNCHANGED91791700%$205.1K$201.7K-$3.4K2026-10-22
Squire Investment Management Company, LLC
NEW916—+916——$201.4K—2026-11-03
SC&H Financial Advisors, Inc.
UNCHANGED91291200%$256.4K$200.6K-$55.9K2026-10-14
DecisionMap Wealth Management, LLC
DECREASED910916-6-1%$257.6K$200.1K-$57.5K2026-10-29
Tradewinds Capital Management, LLC
UNCHANGED90490400%$254.2K$198.8K-$55.4K2026-10-23
Advantage Trust Co
UNCHANGED90090000%$253.1K$197.9K-$55.2K2026-10-19
IMG Wealth Management, Inc.
DECREASED874884-10-1%$248.6K$192.2K-$56.4K2026-10-27
Monetary Solutions, Ltd
INCREASED861860+1+0%$241.8K$189.4K-$52.5K2026-10-22
Jnba Financial Advisors
INCREASED860720+140+19%$202.5K$189.1K-$13.3K2026-11-03
Silver Grove Financial Group, Inc.
INCREASED856658+198+30%$185.2K$188.2K+$3.0K2026-11-05
Align Financial, LLC
INCREASED845107+738+690%$30.1K$185.8K+$155.8K2026-10-16
WPG Advisers, LLC
DECREASED830848-18-2%$238.6K$182.6K-$56.0K2026-10-27
Marquette Asset Management, LLC
DECREASED815889-74-8%$250.0K$179.2K-$70.8K2026-10-09
Mascoma Wealth Management LLC
INCREASED799795+4+1%$223.6K$175.8K-$47.8K2026-10-23
First Financial Corp
DECREASED796832-36-4%$234.0K$175.1K-$58.9K2026-10-13
Downshift Financial, LLC
DECREASED786791-5-1%$222.4K$172.9K-$49.6K2026-10-13
William Mack & Associates, Inc.
INCREASED771719+52+7%$202.3K$169.7K-$32.6K2026-10-27
West Financial Advisors, LLC
UNCHANGED76676600%$215.4K$168.5K-$46.9K2026-10-22
Costello Asset Management, Inc
DECREASED765859-94-11%$241.6K$168.2K-$73.4K2026-10-30
MidAtlantic Capital Management, Inc.
UNCHANGED76476400%$214.8K$168.0K-$46.8K2026-11-05
Holos Integrated Wealth LLC
DECREASED758907-149-16%$277.7K$179.2K-$98.5K2026-10-23
Balance Wealth Partners LLC
DECREASED755781-26-3%$219.8K$166.0K-$53.8K2026-10-27
Bell Investment Advisors, Inc
DECREASED722773-51-7%$217.4K$158.8K-$58.6K2026-10-29
Hughes Financial Services, LLC
INCREASED720602+118+20%$169.3K$186.0K+$16.7K2026-10-30
Abound Wealth Management
INCREASED704655+49+7%$184.1K$154.8K-$29.3K2026-10-26
Physician Wealth Advisors, Inc.
DECREASED700775-75-10%$217.8K$153.9K-$64.0K2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED70070000%$196.8K$154.0K-$42.9K2026-11-03
Birchwood Financial Partners, Inc.
INCREASED696684+12+2%$192.5K$153.2K-$39.3K2026-11-02
John Boyer, Inc.
DECREASED693741-48-6%$208.1K$152.5K-$55.6K2026-10-27
Horizon Financial Services, LLC
DECREASED688872-184-21%$245.2K$151.3K-$93.9K2026-11-04
Nova Financial LLC
NEW674—+674——$148.3K—2026-11-04
Ares Financial Consulting, LLC
INCREASED668657+11+2%$184.8K$146.9K-$37.8K2026-10-19
Kennebec Savings Bank
DECREASED6601,160-500-43%$326.2K$145.2K-$181.1K2026-10-22
Central Pacific Bank - Trust Division
DECREASED6452,194-1,549-71%$617.0K$141.9K-$475.1K2026-10-06
Highline Wealth Partners LLC
INCREASED641549+92+17%$154.3K$140.9K-$13.4K2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED63463400%$178.3K$139.4K-$38.9K2026-10-15
Halbert Hargrove Global Advisors, LLC
DECREASED628631-30%$177.6K$138.1K-$39.4K2026-10-16
Southern Michigan Bank & Trust
UNCHANGED62462400%$175.5K$137.2K-$38.2K2026-10-19
Elevation Wealth Partners, LLC
DECREASED6081,294-686-53%$364.0K$133.6K-$230.3K2026-10-07
Zeit Capital LLC
UNCHANGED60060000%$168.7K$132.0K-$36.8K2026-10-19
Guardian Partners Inc.
DECREASED598604-6-1%$169.9K$131.5K-$38.3K2026-10-21
Affinity Wealth LLC
NEW595—+595——$150.9K—2026-11-03
Intesa Sanpaolo Wealth Management
INCREASED594514+80+16%$144.5K$130.6K-$13.9K2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED5834,700-4,117-88%$1.3M$128.3K-$1.2M2026-10-14
Covestor Ltd
DECREASED567662-95-14%$186.0K$125.0K-$61.0K2026-10-30
Burk Holdings LLC
DECREASED552691-139-20%$194.3K$121.4K-$72.9K2026-11-05
Moisand Fitzgerald Tamayo, LLC
INCREASED551475+76+16%$133.6K$121.3K-$12.3K2026-10-15
Avion Wealth
DECREASED545599-54-9%$168.0K$119.0K-$49.0K2026-11-04
Munich Reinsurance Co Stock Corp in Munich
DECREASED537812-275-34%$228.3K$118.1K-$110.2K2026-10-30
Trust Co
UNCHANGED52852800%$148.5K$116.1K-$32.4K2026-10-09
True Wealth Design, LLC
DECREASED525531-6-1%$149.5K$115.6K-$33.9K2026-10-13
Dhjj Financial Advisors, Ltd.
UNCHANGED51951900%$146.1K$114.3K-$31.8K2026-10-23
Owl Creek Wealth Partners LLC
DECREASED507673-166-25%$189.3K$111.5K-$77.8K2026-10-20
Reyes Financial Architecture, Inc.
DECREASED5001,663-1,163-70%$467.7K$110.0K-$357.7K2026-10-22
Contravisory Investment Management, Inc.
DECREASED498696-198-28%$195.7K$109.5K-$86.2K2026-10-13
Cdkv Holdings LLC
UNCHANGED49649600%$139.5K$109.1K-$30.4K2026-10-28
Markowski Investments
DECREASED4932,256-1,763-78%$634.3K$108.4K-$525.9K2026-10-30
Northstar Asset Management Co
DECREASED485500-15-3%$107.1K$122.0K+$14.9K2026-10-22
Aspect Partners, LLC
DECREASED484566-82-14%$159.2K$106.5K-$52.7K2026-10-20
First Community Trust NA
UNCHANGED48348300%$135.8K$106.2K-$29.6K2026-10-07
Hurley Capital, LLC
UNCHANGED48248200%$135.5K$106.0K-$29.5K2026-11-05
Sava Infond d.o.o.
UNCHANGED48048000%$135.0K$105.6K-$29.4K2026-10-28
Blume Capital Management, Inc.
UNCHANGED47547500%$133.6K$104.5K-$29.1K2026-10-26
Lloyd Advisory Services, Llc.
DECREASED474516-42-8%$145.2K$104.2K-$41.0K2026-11-02
United Financial Planning Group LLC
UNCHANGED47247200%$132.7K$103.8K-$28.9K2026-11-04
West Branch Capital LLC
DECREASED4691,871-1,402-75%$526.1K$103.1K-$422.9K2026-10-20
Signature Equity Partners, LLC
INCREASED467420+47+11%$118.1K$102.8K-$15.3K2026-10-29
Fairscale Capital, LLC
UNCHANGED46746700%$131.3K$120.4K-$10.9K2026-11-04
High Note Wealth, LLC
DECREASED463508-45-9%$142.9K$101.8K-$41.0K2026-10-27
Burkett Financial Services, LLC
INCREASED452449+3+1%$126.4K$99.6K-$26.9K2026-10-01
General Partner, Inc.
UNCHANGED44944900%$126.3K$98.7K-$27.5K2026-10-05
Granite FO LLC
UNCHANGED42842800%$120.4K$94.1K-$26.2K2026-10-14
Elevated Capital Advisors, LLC
DECREASED4163,071-2,655-86%$863.6K$91.5K-$772.1K2026-11-04
Strategic Advocates LLC
INCREASED416361+55+15%$101.5K$91.5K-$10.0K2026-11-03
Bradley & Co. Private Wealth Management, LLC
DECREASED405419-14-3%$117.8K$89.1K-$28.8K2026-10-23
Financial Network Wealth Advisors LLC
DECREASED402442-40-9%$124.4K$88.5K-$35.9K2026-10-28
Cedar Mountain Advisors, LLC
INCREASED402401+1+0%$112.8K$88.4K-$24.4K2026-10-15
Newton One Investments LLC
INCREASED393360+33+9%$101.3K$86.4K-$14.9K2026-10-14
University of Texas S AM Investment Management Co
INCREASED384156+228+146%$43.9K$84.5K+$40.6K2026-11-03
Pacific Center for Financial Services
UNCHANGED37737700%$106.0K$82.9K-$23.1K2026-10-15
Tounjian Advisory Partners, LLC
INCREASED371282+89+32%$79.2K$81.7K+$2.5K2026-11-04
CGC Financial Services, LLC
UNCHANGED37137100%$104.3K$81.6K-$22.7K2026-10-13
Team Financial Group, LLC
NEW369—+369——$81.2K—2026-10-30
Bayforest Capital Ltd
INCREASED364157+207+132%$44.2K$80.1K+$35.9K2026-11-03
Sunrise Financial Services, LLC
DECREASED355387-32-8%$108.8K$78.1K-$30.8K2026-10-21
James T. Borello RIA
DECREASED352411-59-14%$115.6K$77.4K-$38.2K2026-10-16
Glass Jacobson Investment Advisors llc
UNCHANGED34734700%$97.6K$76.3K-$21.3K2026-10-26
Lodestone Wealth Management LLC
DECREASED323414-91-22%$116.4K$71.1K-$45.3K2026-10-14
Kroeger Financial Partners
UNCHANGED30630600%$86.1K$67.3K-$18.8K2026-10-19
Morton Brown Family Wealth, LLC
UNCHANGED30330300%$85.2K$66.6K-$18.6K2026-10-23
Livelsberger Financial Advisory
NEW302—+302——$66.3K—2026-10-28
Barnes Dennig Private Wealth Management LLC
INCREASED300294+6+2%$82.7K$66.0K-$16.7K2026-10-30
Gleason Group, Inc.
INCREASED299298+1+0%$83.7K$65.8K-$17.9K2026-10-15
New England Capital Financial Advisors LLC
INCREASED296270+26+10%$76.0K$65.2K-$10.8K2026-11-03
Bank & Trust Co
UNCHANGED29629600%$83.2K$65.1K-$18.1K2026-10-07
Quaker Wealth Management, LLC
INCREASED288287+1+0%$80.7K$63.3K-$17.4K2026-10-22
Centerpoint Advisors, LLC
INCREASED284281+3+1%$79.0K$62.0K-$17.0K2026-11-05
Global Trust Asset Management, LLC
INCREASED282246+36+15%$69.2K$61.9K-$7.3K2026-10-19
Manitou Investment Management Ltd.
UNCHANGED28028000%$78.7K$61.6K-$17.2K2026-10-15
American Capital Advisory, LLC
DECREASED277301-24-8%$84.7K$60.9K-$23.8K2026-10-28
Essential Investment Partners LLC
NEW268—+268——$58.9K—2026-10-27
Tower Trust & Investment Co
UNCHANGED26126100%$73.4K$57.4K-$16.0K2026-10-28
Quest 10 Wealth Builders, Inc.
INCREASED257237+20+8%$66.5K$56.4K-$10.1K2026-11-02
Maseco LLP
INCREASED255244+11+5%$68.6K$56.1K-$12.5K2026-10-27
Bochk Asset Management Ltd
DECREASED2507,300-7,050-97%$2.1M$55.0K-$2.0M2026-10-29
Investors Research Corp
UNCHANGED24724700%$69.5K$54.3K-$15.1K2026-10-07
MJT & Associates Financial Advisory Group, Inc.
INCREASED242233+9+4%$65.5K$53.2K-$12.3K2026-10-07
Financial Perspectives, Inc
UNCHANGED23523500%$66.1K$51.7K-$14.4K2026-11-03
RMG Wealth Management LLC
UNCHANGED23223200%$54.7K$57.8K+$3.1K2026-10-26
Advocate Investing Services LLC
UNCHANGED23023000%$64.7K$50.6K-$14.0K2026-10-26
IFS Advisors, LLC
UNCHANGED22222200%$62.4K$48.8K-$13.6K2026-10-14
Joseph Group Capital Management
DECREASED221283-62-22%$79.6K$48.6K-$31.0K2026-11-04
Friedenthal Financial
NEW216—+216——$47.5K—2026-10-27
Mowery & Schoenfeld Wealth Management, LLC
DECREASED207273-66-24%$76.9K$45.5K-$31.4K2026-10-28
Steph & Co
UNCHANGED20720700%$58.2K$45.5K-$12.7K2026-10-07
LAM Group, Inc.
DECREASED200202-2-1%$56.8K$44.0K-$12.8K2026-10-26
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED192191+1+1%$53.7K$42.3K-$11.4K2026-10-14
Davis Capital Management
INCREASED191173+18+10%$48.6K$42.0K-$6.6K2026-10-08
Hager Investment Management Services, LLC
DECREASED188231-43-19%$65.0K$41.3K-$23.6K2026-11-04
KFG LLC
NEW187—+187——$41.1K—2026-11-02
Hoey Investments, Inc
DECREASED1856,662-6,477-97%$1.9M$40.7K-$1.8M2026-10-29
Signature Resources Capital Management, LLC
DECREASED183212-29-14%$59.6K$40.2K-$19.4K2026-10-16
Creative Capital Management Investments LLC
INCREASED180131+49+37%$36.8K$39.6K+$2.7K2026-10-28
Acumen Wealth Advisors, LLC
INCREASED180150+30+20%$42.2K$39.6K-$2.6K2026-11-05
McCarley & Cook Financial Planners
UNCHANGED17917900%$50.3K$39.4K-$11.0K2026-10-21
Rydar Equities, Inc.
NEW176—+176——$38.9K—2026-10-13
Whipplewood Advisors, LLC
DECREASED175186-11-6%$52.3K$38.5K-$13.8K2026-10-20
Meriwether Wealth & Planning, LLC
NEW171—+171——$37.6K—2026-10-13
Activest Wealth Management
INCREASED167123+44+36%$34.6K$36.7K+$2.1K2026-10-15
Fairway Wealth LLC
INCREASED1665+161+3220%$1.4K$36.5K+$35.1K2026-10-30
Comprehensive Financial Planning, Inc.
INCREASED15918+141+783%$5.1K$35.0K+$29.9K2026-10-27
Bare Financial Services, Inc
INCREASED159103+56+54%$29.0K$35.0K+$6.0K2026-11-04
First Premier Bank
UNCHANGED15715700%$44$35-$92026-10-13
Sarver Vrooman Wealth Advisors
UNCHANGED15215200%$44.1K$33.4K-$10.6K2026-10-01
Axiom Investment Management LLC
DECREASED150243-93-38%$68.3K$33.0K-$35.3K2026-11-03
Gables Capital Management Inc.
DECREASED150200-50-25%$56.2K$33.0K-$23.3K2026-11-04
DecisionPoint Financial, LLC
INCREASED142112+30+27%$32.1K$32.1K+$192026-10-27
Murphy & Mullick Capital Management Corp
UNCHANGED14214200%$39.9K$31.2K-$8.7K2026-11-02
UMB Private Wealth Management, LLC
NEW140—+140——$30.9K—2026-10-19
Horrell Capital Management, Inc.
NEW139—+139——$30.6K—2026-10-08
DeDora Capital, Inc.
NEW135—+135——$29.7K—2026-10-26
Sima Wealth Partners, LLC
UNCHANGED12512500%$35.2K$27.5K-$7.7K2026-10-19
3 Factor Indexing, LLC
DECREASED123256-133-52%$72.0K$27.1K-$44.9K2026-10-15
Bay Harbor Wealth Management, LLC
DECREASED121607-486-80%$170.7K$26.6K-$144.1K2026-11-03
Arlington Trust Co LLC
INCREASED10542+63+150%$11.8K$23.1K+$11.3K2026-10-20
Retirement Wealth Solutions LLC
INCREASED10181+20+25%$22.9K$22.3K-$5652026-10-07
Networth Advisors, LLC
INCREASED101100+1+1%$28.1K$22.2K-$6.0K2026-11-03
SRH Advisors, LLC
DECREASED100400-300-75%$112.5K$22.0K-$90.5K2026-10-22
Lipe & Dalton
UNCHANGED10010000%$28$22-$62026-10-15
Trifecta Capital Advisors, LLC
DECREASED98100-2-2%$28.1K$21.6K-$6.6K2026-10-21
GoalVest Advisory LLC
DECREASED9596-1-1%$27.0K$20.9K-$6.1K2026-10-02
Accordant Advisory Group Inc
UNCHANGED929200%$25.9K$20.2K-$5.6K2026-10-29
Next Level Wealth Planning, LLC
NEW91—+91——$20.0K—2026-10-29
Phillip James Consulting Co.
UNCHANGED858500%$23.9K$18.7K-$5.2K2026-11-03
Rachor Investment Advisory Services, LLC
UNCHANGED808000%$22.5K$17.6K-$4.9K2026-10-29
Tsfg, LLC
DECREASED79507-428-84%$143.0K$17-$143.0K2026-10-23
GK Wealth Management LLC
NEW76—+76——$16.8K—2026-10-09
Decker Retirement Planning Inc.
DECREASED651,798-1,733-96%$505.5K$14.3K-$491.2K2026-10-19
Harbor Asset Planning, Inc.
UNCHANGED636300%$17.7K$13.8K-$3.9K2026-10-23
Navigoe, LLC
INCREASED5350+3+6%$14.0K$11-$14.0K2026-11-04
High Point Wealth Management, LLC
NEW50—+50——$11.0K—2026-11-05
Fairman Group, LLC
UNCHANGED505000%$13.9K$11.0K-$3.0K2026-10-26
Nvest Wealth Strategies, Inc.
UNCHANGED505000%$14.1K$11.0K-$3.1K2026-10-14
Montgomery Financial Services LLC
UNCHANGED505000%$14.1K$11.0K-$3.1K2026-11-03
Sherman Asset Management, Inc.
UNCHANGED474700%$13.2K$10.3K-$2.9K2026-11-05
PayPay Securities Corp
INCREASED4516+29+181%$4.5K$9.9K+$5.4K2026-10-27
Caitong International Asset Management Co., Ltd
DECREASED4252-10-19%$14.6K$9.2K-$5.4K2026-10-29
Horizons Wealth Management
NEW35—+35——$7.7K—2026-10-05
Nvwm, LLC
DECREASED314,369-4,338-99%$1.2M$6.8K-$1.2M2026-10-14
GGM Financial LLC
UNCHANGED313100%$8.6K$6.8K-$1.8K2026-11-05
Investment Research & Advisory Group, Inc.
INCREASED301+29+2900%$22.8K$21.1K-$1.7K2026-10-19
StrongBox Wealth, LLC
DECREASED27271-244-90%$76.2K$5.9K-$70.3K2026-11-02
RHL Group, LLC
INCREASED2422+2+9%$6.2K$5.3K-$8572026-11-04
Pacifica Partners Inc.
UNCHANGED232300%$6.7K$5.2K-$1.5K2026-10-09
Dynamic Wealth Strategies, LLC
UNCHANGED202000%$5.6K$4.4K-$1.2K2026-10-16
WestEnd Advisors, LLC
UNCHANGED161600%$4.5K$3.5K-$9802026-10-27
Gilpin Wealth Management, LLC
INCREASED1514+1+7%$3.9K$3.3K-$6382026-10-09
Redwood Park Advisors LLC
DECREASED1314-1-7%$3.9K$2.9K-$1.1K2026-11-02
Torren Management, LLC
UNCHANGED121200%$3.5K$2.5K-$9722026-10-29
Breakwater Investment Management
INCREASED115+6+120%$1.4K$2.4K+$1.0K2026-10-20
Noble Wealth Management PBC
DECREASED811-3-27%$3.1K$1.8K-$1.3K2026-10-01
FNY Investment Advisers, LLC
INCREASED86+2+33%$1$1$02026-10-16
Transce3nd, LLC
NEW7—+7——$1.8K—2026-10-26
Kingdom Financial Group Llc.
INCREASED32+1+50%$632$720+$882026-11-04
Financially Speaking Inc
NEW2—+2——$440—2026-11-05
NorthAvenue LLC
UNCHANGED1100%$282$220-$622026-10-29
Generate Investment Management Ltd
CLOSED071,994-71,994-100%$20.2M$0-$20.2M2026-10-14
Adams Diversified Equity Fund, Inc.
CLOSED061,900-61,900-100%$17.4M$0-$17.4M2026-10-21
Channing Capital Management, LLC
CLOSED055,045-55,045-100%$15.5M$0-$15.5M2026-11-02
Greystone Financial Group, LLC
CLOSED024,141-24,141-100%$6.8M$0-$6.8M2026-10-26
Jackson Square Capital, LLC
CLOSED016,648-16,648-100%$4.7M$0-$4.7M2026-10-19
Optimas Capital Ltd
CLOSED015,900-15,900-100%$4.5M$0-$4.5M2026-11-03
Terra Nova Asset Management LLC
CLOSED015,535-15,535-100%$4.4M$0-$4.4M2026-10-13
Great Lakes Retirement, Inc.
CLOSED012,561-12,561-100%$3.5M$0-$3.5M2026-10-26
Clear Trail Advisors, LLC
CLOSED012,127-12,127-100%$3.4M$0-$3.4M2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED011,009-11,009-100%$3.1M$0-$3.1M2026-10-14
Cornerstone Enterprises, LLC
CLOSED09,786-9,786-100%$2.8M$0-$2.8M2026-10-15
Kurv Investment Management LLC
CLOSED09,775-9,775-100%$2.7M$0-$2.7M2026-10-28
VCI Wealth Management LLC
CLOSED09,451-9,451-100%$2.7M$0-$2.7M2026-10-29
CPC Advisors, LLC
CLOSED08,982-8,982-100%$2.5M$0-$2.5M2026-10-21
Leuthold Group, LLC
CLOSED04,796-4,796-100%$1.3M$0-$1.3M2026-11-04
Capstone Capital Management Ltd
CLOSED04,430-4,430-100%$1.2M$0-$1.2M2026-10-21
Corda Investment Management, Llc.
CLOSED04,273-4,273-100%$1.2M$0-$1.2M2026-10-22
James Hambro & Partners LLP
CLOSED03,770-3,770-100%$1.1M$0-$1.1M2026-10-19
Alliance Wealth Advisors, LLC
CLOSED03,575-3,575-100%$1.0M$0-$1.0M2026-10-28
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED03,300-3,300-100%$928.0K$0-$928.0K2026-11-04
Gallacher Capital Management LLC
CLOSED03,180-3,180-100%$894.2K$0-$894.2K2026-10-30
Strategy Asset Managers LLC
CLOSED02,958-2,958-100%$831.9K$0-$831.9K2026-10-14
Iams Wealth Management, LLC
CLOSED02,811-2,811-100%$790.6K$0-$790.6K2026-10-15
Lewis Asset Management, LLC
CLOSED02,712-2,712-100%$762.8K$0-$762.8K2026-10-14
TritonPoint Partners, LLC
CLOSED02,619-2,619-100%$736.4K$0-$736.4K2026-11-05
Pearl Planning LLC
CLOSED02,554-2,554-100%$718.2K$0-$718.2K2026-10-13
Certior Financial Group, LLC
CLOSED02,551-2,551-100%$717.4K$0-$717.4K2026-10-19
Bigelow Investment Advisors, LLC
CLOSED02,405-2,405-100%$676.3K$0-$676.3K2026-10-13
Teamwork Financial Advisors, LLC
CLOSED02,346-2,346-100%$659.7K$0-$659.7K2026-10-19
Legacy Financial Strategies, LLC
CLOSED02,181-2,181-100%$613.4K$0-$613.4K2026-10-15
Arbor Investment Advisors, LLC
CLOSED02,143-2,143-100%$602.7K$0-$602.7K2026-10-26
Johnson Financial Group, LLC
CLOSED02,007-2,007-100%$564.4K$0-$564.4K2026-11-03
Wagner Wealth Management, Corp
CLOSED01,951-1,951-100%$548.7K$0-$548.7K2026-10-20
AIA Group Ltd
CLOSED01,913-1,913-100%$538.0K$0-$538.0K2026-10-30
Pacific Excel Wealth Advisors, Inc.
CLOSED01,781-1,781-100%$500.8K$0-$500.8K2026-10-27
Trinity Wealth Management, LLC
CLOSED01,695-1,695-100%$476.8K$0-$476.8K2026-10-13
Lee Financial Co
CLOSED01,613-1,613-100%$453.7K$0-$453.7K2026-10-16
Blodgett Wealth Advisors, LLC
CLOSED01,595-1,595-100%$448.5K$0-$448.5K2026-10-23
AMI Asset Management Corp
CLOSED01,582-1,582-100%$444.9K$0-$444.9K2026-10-20
West Bancorporation Inc
CLOSED01,565-1,565-100%$440.1K$0-$440.1K2026-10-29
PFG Private Wealth Management, LLC
CLOSED01,474-1,474-100%$414.5K$0-$414.5K2026-10-15
Detalus Advisors, LLC
CLOSED01,463-1,463-100%$411.4K$0-$411.4K2026-10-15
Counterpoint Mutual Funds LLC
CLOSED01,450-1,450-100%$407.8K$0-$407.8K2026-10-16
Aware Super Pty Ltd as trustee of Aware Super
CLOSED01,337-1,337-100%$376.0K$0-$376.0K2026-10-30
Sagace Wealth Management LLC
CLOSED01,334-1,334-100%$375.1K$0-$375.1K2026-10-28
Collaborative Fund Advisors, LLC
CLOSED01,312-1,312-100%$368.9K$0-$368.9K2026-11-02
Motley Fool Asset Management LLC
CLOSED01,242-1,242-100%$349.3K$0-$349.3K2026-10-27
DMC Group, LLC
CLOSED01,206-1,206-100%$339.1K$0-$339.1K2026-10-26
Sound Financial Strategies Group, LLC
CLOSED01,199-1,199-100%$337.2K$0-$337.2K2026-10-30
Ejmk Ventures LLC
CLOSED01,188-1,188-100%$334.2K$0-$334.2K2026-10-21
Sunpointe, LLC
CLOSED01,134-1,134-100%$319.0K$0-$319.0K2026-10-22
Greenup Street Wealth Management LLC
CLOSED01,089-1,089-100%$306.4K$0-$306.4K2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED01,077-1,077-100%$302.9K$0-$302.9K2026-10-29
Wealthcare Capital Management LLC
CLOSED01,074-1,074-100%$302.0K$0-$302.0K2026-10-21
Lane Brothers & Co Inc
CLOSED01,067-1,067-100%$300.1K$0-$300.1K2026-11-02
Peachtree Investment Partners, LLC
CLOSED01,061-1,061-100%$298.4K$0-$298.4K2026-11-05
Three Magnolias Financial Advisors, LLC
CLOSED01,051-1,051-100%$290.9K$0-$290.9K2026-10-14
WT Wealth Management
CLOSED01,035-1,035-100%$291.1K$0-$291.1K2026-10-13
Austin Asset Management Co Inc
CLOSED01,030-1,030-100%$289.6K$0-$289.6K2026-10-29
Lountzis Asset Management, LLC
CLOSED01,025-1,025-100%$288.2K$0-$288.2K2026-10-30
Quantum Financial Partners LLC
CLOSED01,012-1,012-100%$284.6K$0-$284.6K2026-10-19
GSG Advisors LLC
CLOSED0995-995-100%$279.8K$0-$279.8K2026-11-03
Hutchens & Kramer Investment Management Group, LLC
CLOSED0991-991-100%$278.7K$0-$278.7K2026-10-16
MW Advisory, LLC
CLOSED0978-978-100%$275.1K$0-$275.1K2026-10-19
MMA Asset Management LLC
CLOSED0969-969-100%$272.5K$0-$272.5K2026-11-02
Christensen, King & Associates Investment Services, Inc.
CLOSED0963-963-100%$270.8K$0-$270.8K2026-10-22
PVG Asset Management Corp
CLOSED0946-946-100%$266.0K$0-$266.0K2026-10-19
Hurlow Wealth Management Group, Inc.
CLOSED0936-936-100%$263.3K$0-$263.3K2026-10-29
Accelerate Investment Advisors LLC
CLOSED0932-932-100%$262.3K$0-$262.3K2026-11-02
Parkshore Wealth Management, Inc.
CLOSED0921-921-100%$259.0K$0-$259.0K2026-10-13
Sunesis Advisors, LLC
CLOSED0919-919-100%$258.3K$0-$258.3K2026-10-26
Stirlingshire Investments, Inc.
CLOSED0909-909-100%$255.7K$0-$255.7K2026-11-05
Colonial River Investments, LLC
CLOSED0909-909-100%$255.6K$0-$255.6K2026-10-19
Taylor Financial Group, Inc.
CLOSED0908-908-100%$255.3K$0-$255.3K2026-11-02
Asset Allocation & Management Company, LLC
CLOSED0906-906-100%$255$0-$2552026-10-13
Worth Financial Advisory Group, LLC
CLOSED0905-905-100%$254.4K$0-$254.4K2026-10-19
Patriot Investment Management Group, Inc.
CLOSED0905-905-100%$254.6K$0-$254.6K2026-10-15
AAF Wealth Management, LLC
CLOSED0905-905-100%$254.6K$0-$254.6K2026-10-28
Whitcomb & Hess, Inc.
CLOSED0902-902-100%$253.7K$0-$253.7K2026-10-07
Wolff Financial Management LLC
CLOSED0902-902-100%$253.7K$0-$253.7K2026-10-23
Finward Bancorp
CLOSED0900-900-100%$253.1K$0-$253.1K2026-10-14
Meritas Wealth Management, LLC
CLOSED0900-900-100%$253.1K$0-$253.1K2026-10-14
Bull Street Advisors, LLC
CLOSED0900-900-100%$253.0K$0-$253.0K2026-10-20
Ferguson Shapiro LLC
CLOSED0899-899-100%$252.7K$0-$252.7K2026-10-16
AGH Wealth Advisors, LLC
CLOSED0899-899-100%$252.8K$0-$252.8K2026-10-26
Lotus Asset Management LLC
CLOSED0898-898-100%$252.4K$0-$252.4K2026-10-14
Mirabaud & Cie SA
CLOSED0897-897-100%$252.2K$0-$252.2K2026-10-27
Inspirion Wealth Advisors, LLC
CLOSED0896-896-100%$256.5K$0-$256.5K2026-10-09
GLR Partners, LLC
CLOSED0894-894-100%$251.4K$0-$251.4K2026-11-04
Altiora Financial Group, LLC
CLOSED0892-892-100%$250.8K$0-$250.8K2026-11-04
Adamsbrown Wealth Consultants LLC
CLOSED0891-891-100%$250.4K$0-$250.4K2026-10-20
Morey & Quinn Wealth Partners, LLC
CLOSED0888-888-100%$249.7K$0-$249.7K2026-10-28
CPA Asset Management Group, LLC
CLOSED0886-886-100%$249.2K$0-$249.2K2026-10-26
Moller Wealth Partners
CLOSED0886-886-100%$249.2K$0-$249.2K2026-10-15
August Group Capital Ltd
CLOSED0882-882-100%$248.0K$0-$248.0K2026-10-14
Palatine Hill Wealth Management, LLC
CLOSED0882-882-100%$248.0K$0-$248.0K2026-11-03
Main Line Retirement Advisors, LLC
CLOSED0881-881-100%$247.7K$0-$247.7K2026-10-14
Northwest Financial Advisors
CLOSED0880-880-100%$247.4K$0-$247.4K2026-10-27
Lesa Sroufe & Co
CLOSED0880-880-100%$247.0K$0-$247.0K2026-10-29
Crown Wealth Group, LLC
CLOSED0873-873-100%$245.5K$0-$245.5K2026-10-19
Evergreen Private Wealth LLC
CLOSED0872-872-100%$245.2K$0-$245.2K2026-10-30
Independent Wealth Advisors LLC
CLOSED0872-872-100%$245.3K$0-$245.3K2026-10-27
CGN Advisors LLC
CLOSED0871-871-100%$244.9K$0-$244.9K2026-10-21
Del-Sette Capital Management, LLC
CLOSED0870-870-100%$244.7K$0-$244.7K2026-10-23
Dickmeyer Boyce Financial Management, Inc.
CLOSED0870-870-100%$244.7K$0-$244.7K2026-10-08
O'Connor Financial Group LLC
CLOSED0870-870-100%$244.7K$0-$244.7K2026-10-26
Financial Council, LLC
CLOSED0861-861-100%$242.1K$0-$242.1K2026-11-02
Segment Wealth Management, LLC
CLOSED0858-858-100%$241.3K$0-$241.3K2026-10-26
Investment Planning Advisors, Inc.
CLOSED0857-857-100%$241.1K$0-$241.1K2026-10-14
Stephenson & Company, Inc.
CLOSED0857-857-100%$241.0K$0-$241.0K2026-10-30
Penobscot Wealth Management
CLOSED0855-855-100%$240.6K$0-$240.6K2026-10-21
William Howard & Co Financial Advisors Inc
CLOSED0850-850-100%$239.0K$0-$239.0K2026-11-04
New England Professional Planning Group Inc.
CLOSED0850-850-100%$239.0K$0-$239.0K2026-10-29
Chickasaw Capital Management LLC
CLOSED0850-850-100%$239$0-$2392026-10-08
Horst & Graben Wealth Management LLC
CLOSED0847-847-100%$242.4K$0-$242.4K2026-11-02
Capital Planning LLC
CLOSED0844-844-100%$237.3K$0-$237.3K2026-10-09
LongView Wealth Management
CLOSED0843-843-100%$237.0K$0-$237.0K2026-10-19
Scarborough Advisors, LLC
CLOSED0841-841-100%$228.8K$0-$228.8K2026-10-16
Sloy Dahl & Holst, LLC
CLOSED0841-841-100%$236.5K$0-$236.5K2026-10-14
Kieckhefer Group LLC
CLOSED0838-838-100%$235.7K$0-$235.7K2026-10-13
Schorn Wealth LLC
CLOSED0835-835-100%$234.8K$0-$234.8K2026-10-14
Somerset Trust Co
CLOSED0835-835-100%$234.8K$0-$234.8K2026-10-13
Miller Financial Services LLC
CLOSED0834-834-100%$234.5K$0-$234.5K2026-10-20
Towerpoint Wealth, LLC
CLOSED0834-834-100%$234.6K$0-$234.6K2026-10-13
Client 1ST Advisory Group, LLC
CLOSED0834-834-100%$234.5K$0-$234.5K2026-10-19
Advus Financial Partners, LLC
CLOSED0831-831-100%$233.8K$0-$233.8K2026-10-20
Droms Strauss Advisors Inc
CLOSED0828-828-100%$232.8K$0-$232.8K2026-11-03
Pinnacle Financial Group, LLC / IL
CLOSED0827-827-100%$232.5K$0-$232.5K2026-10-29
City Center Advisors, LLC
CLOSED0821-821-100%$230.9K$0-$230.9K2026-10-08
Altura Wealth Advisors Inc.
CLOSED0818-818-100%$230.0K$0-$230.0K2026-10-22
WP Advisors, LLC
CLOSED0815-815-100%$229.2K$0-$229.2K2026-10-22
Legacy Solutions, LLC
CLOSED0813-813-100%$228.8K$0-$228.8K2026-10-07
Gerber, LLC
CLOSED0812-812-100%$228.3K$0-$228.3K2026-10-21
Sheets Smith Wealth Management
CLOSED0812-812-100%$228.3K$0-$228.3K2026-10-16
Base Wealth Management LLC
CLOSED0811-811-100%$228.1K$0-$228.1K2026-10-21
Lmcg Investments, LLC
CLOSED0806-806-100%$226.7K$0-$226.7K2026-10-21
E6 Portfolios, LLC
CLOSED0805-805-100%$226.5K$0-$226.5K2026-10-26
R2 Capital Strategies, LLC
CLOSED0804-804-100%$226.1K$0-$226.1K2026-10-15
Leeward Financial Partners, LLC
CLOSED0803-803-100%$225.8K$0-$225.8K2026-10-23
Seven Mile Advisory
CLOSED0803-803-100%$225.9K$0-$225.9K2026-10-22
Tactive Advisors, LLC
CLOSED0801-801-100%$225.2K$0-$225.2K2026-10-08
Corps Capital Advisors, LLC
CLOSED0800-800-100%$225.0K$0-$225.0K2026-11-05
Dupree Financial Group, LLC
CLOSED0795-795-100%$223.6K$0-$223.6K2026-10-09
Aletheian Wealth Advisors LLC
CLOSED0792-792-100%$222.7K$0-$222.7K2026-10-08
Elevatus Welath Management
CLOSED0791-791-100%$222.5K$0-$222.5K2026-10-19
Aspire Private Capital, LLC
CLOSED0789-789-100%$221.9K$0-$221.9K2026-11-05
Blue Zone Wealth Advisors, LLC
CLOSED0789-789-100%$221.9K$0-$221.9K2026-10-19
Barings LLC
CLOSED0786-786-100%$221.0K$0-$221.0K2026-10-22
Riverchase Wealth Management, LLC
CLOSED0786-786-100%$221.0K$0-$221.0K2026-10-28
Aegis Wealth Management, Inc.
CLOSED0786-786-100%$221.0K$0-$221.0K2026-10-26
Clear Point Advisors Inc.
CLOSED0785-785-100%$220.9K$0-$220.9K2026-10-30
Arlington Financial Advisors, LLC
CLOSED0784-784-100%$220.5K$0-$220.5K2026-10-19
Powers Advisory Group, LLC
CLOSED0783-783-100%$220.2K$0-$220.2K2026-10-14
Amarillo National Bank
CLOSED0782-782-100%$219.9K$0-$219.9K2026-10-23
Brighton Securities Corp.
CLOSED0781-781-100%$219.6K$0-$219.6K2026-10-08
Heritage Investment Group, Inc.
CLOSED0781-781-100%$219.6K$0-$219.6K2026-11-03
Beacon Financial Planning, Inc
CLOSED0778-778-100%$218.9K$0-$218.9K2026-11-04
Arkansas Financial Group, Inc.
CLOSED0776-776-100%$218.2K$0-$218.2K2026-10-26
MontVue Capital Management, Inc.
CLOSED0775-775-100%$217.9K$0-$217.9K2026-10-19
Benedict Financial Advisors Inc
CLOSED0773-773-100%$217.3K$0-$217.3K2026-10-07
Clark & Stuart, Inc
CLOSED0767-767-100%$215.7K$0-$215.7K2026-10-14
25 LLC
CLOSED0766-766-100%$215.4K$0-$215.4K2026-10-13
Mitchell Capital Management Co
CLOSED0762-762-100%$214.3K$0-$214.3K2026-10-29
FMA Wealth Management, LLC
CLOSED0762-762-100%$214.3K$0-$214.3K2026-10-21
Eagle Global Advisors LLC
CLOSED0760-760-100%$213.6K$0-$213.6K2026-11-02
Matrix Asset Advisors Inc
CLOSED0755-755-100%$212.5K$0-$212.5K2026-10-13
Rede Wealth, LLC
CLOSED0747-747-100%$210.1K$0-$210.1K2026-10-22
Truefg, LLC
CLOSED0746-746-100%$209.8K$0-$209.8K2026-10-15
Uptown Financial Advisors LLC
CLOSED0743-743-100%$208.9K$0-$208.9K2026-10-15
Index Fund Advisors, Inc.
CLOSED0741-741-100%$208.4K$0-$208.4K2026-11-05
Stonehaven Wealth & TAX Solutions, LLC
CLOSED0740-740-100%$208.1K$0-$208.1K2026-10-22
BNC Wealth Management, LLC
CLOSED0738-738-100%$207.5K$0-$207.5K2026-10-19
DDD Partners, LLC
CLOSED0735-735-100%$206.7K$0-$206.7K2026-11-02
Adelphi Trust Co
CLOSED0734-734-100%$206.4K$0-$206.4K2026-10-05
Advisory Advocates, LLC
CLOSED0732-732-100%$205.8K$0-$205.8K2026-11-05
Sage Rhino Capital LLC
CLOSED0731-731-100%$205.6K$0-$205.6K2026-10-28
HMV Wealth Advisors, LLC
CLOSED0730-730-100%$205.3K$0-$205.3K2026-10-27
waypoint wealth counsel
CLOSED0729-729-100%$205.0K$0-$205.0K2026-10-22
Vista Investment Partners LLC
CLOSED0729-729-100%$205.0K$0-$205.0K2026-10-08
Sard Wealth Management Group, LLC
CLOSED0727-727-100%$204.3K$0-$204.3K2026-10-16
Hidden Cove Wealth Management, LLC
CLOSED0727-727-100%$204.4K$0-$204.4K2026-10-19
ShoreHaven Wealth Partners, LLC
CLOSED0726-726-100%$204.2K$0-$204.2K2026-10-16
RFG - Bristol Wealth Advisors, LLC
CLOSED0723-723-100%$203.3K$0-$203.3K2026-10-09
Diversified Portfolios, Inc.
CLOSED0722-722-100%$203.0K$0-$203.0K2026-11-04
Private Client Services, LLC
CLOSED0718-718-100%$202.0K$0-$202.0K2026-10-02
Richard P Slaughter Associates Inc
CLOSED0717-717-100%$201.5K$0-$201.5K2026-10-13
apricus wealth, LLC
CLOSED0715-715-100%$201.1K$0-$201.1K2026-10-26
Lauterbach Financial Advisors, LLC
CLOSED0714-714-100%$200.8K$0-$200.8K2026-10-21
Carbahal Olsen Financial Services Group, LLC
CLOSED0713-713-100%$200.5K$0-$200.5K2026-11-05
Founders Capital Management
CLOSED0700-700-100%$196.8K$0-$196.8K2026-10-13
Vaquero Private Wealth, LTD
CLOSED0546-546-100%$153.5K$0-$153.5K2026-10-27
Catalyst Capital Advisors LLC
CLOSED0468-468-100%$131.6K$0-$131.6K2026-11-02
Solstein Capital, LLC
CLOSED0420-420-100%$118.1K$0-$118.1K2026-11-02
Robinswood Financial LLC
CLOSED0412-412-100%$115.9K$0-$115.9K2026-10-20
Vermillion Wealth Management, Inc.
CLOSED0405-405-100%$114.0K$0-$114.0K2026-10-26
Beutel, Goodman & Co Ltd.
CLOSED0210-210-100%$59.0K$0-$59.0K2026-11-04
Sims Investment Management, LLC
CLOSED0199-199-100%$56.0K$0-$56.0K2026-10-13
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
CLOSED0183-183-100%$51.5K$0-$51.5K2026-10-21
Pilgrim Partners Asia Pte Ltd
CLOSED0160-160-100%$45.0K$0-$45.0K2026-10-29
LFA - Lugano Financial Advisors SA
CLOSED0105-105-100%$29.5K$0-$29.5K2026-11-03
Midway Capital Research & Management
CLOSED0100-100-100%$28.1K$0-$28.1K2026-10-20
Hara Capital LLC
CLOSED0100-100-100%$28.1K$0-$28.1K2026-10-30
Access Investment Management LLC
CLOSED065-65-100%$18.3K$0-$18.3K2026-10-23
Peterson Wealth Services
CLOSED019-19-100%$5.3K$0-$5.3K2026-10-26
Atlatl Advisers LLC
CLOSED010-10-100%$2.8K$0-$2.8K2026-10-22
GS Investments, Inc.
CLOSED02-2-100%$562$0-$5622026-11-05
Prairie Wealth Advisors, Inc.
UNCHANGED000—$400.5K$365.7K-$34.9K2026-10-29
BlackRock, Inc.
N/A—76,763,481-76,763,481-100%$21.6B———
Vanguard Capital Management LLC
N/A—61,385,366-61,385,366-100%$17.3B———
State Street Corp
N/A—56,045,055-56,045,055-100%$15.8B———
Vanguard Portfolio Management LLC
N/A—28,348,295-28,348,295-100%$8.0B———
Geode Capital Management, LLC
N/A—23,448,500-23,448,500-100%$6.6B———
Morgan Stanley
N/A—17,459,828-17,459,828-100%$4.9B———
Capital World Investors
N/A—16,207,905-16,207,905-100%$4.6B———
Bank of America Corp
N/A—14,988,328-14,988,328-100%$4.2B———
JPMorgan Chase & Co
N/A—12,445,411-12,445,411-100%$3.5B———
Northern Trust Corp
N/A—10,227,731-10,227,731-100%$2.9B———
Norges Bank
N/A—8,416,339-8,416,339-100%$2.4B———
UBS Asset Management Americas LLC
N/A—7,621,512-7,621,512-100%$2.1B———
FMR LLC
N/A—7,433,148-7,433,148-100%$2.1B———
Charles Schwab Investment Management Inc
N/A—7,132,137-7,132,137-100%$2.0B———
Goldman Sachs Group Inc
N/A—6,942,807-6,942,807-100%$2.0B———
Legal & General Group Plc
N/A—6,666,667-6,666,667-100%$1.9B———
Wellington Management Group LLP
N/A—6,549,393-6,549,393-100%$1.8B———
Amundi
N/A—5,462,124-5,462,124-100%$1.5B———
Vanguard Fiduciary Trust Co
N/A—5,277,637-5,277,637-100%$1.5B———
Wells Fargo & Company
N/A—5,272,282-5,272,282-100%$1.5B———
Ameriprise Financial Inc
N/A—4,787,969-4,787,969-100%$1.3B———
Invesco Ltd.
N/A—4,329,024-4,329,024-100%$1.2B———
UBS Group AG
N/A—4,224,527-4,224,527-100%$1.2B———
Royal Bank of Canada
N/A—4,096,592-4,096,592-100%$1.2B———
Price T Rowe Associates Inc
N/A—3,828,617-3,828,617-100%$1.1B———
First Trust Advisors LP
N/A—3,649,008-3,649,008-100%$1.0B———
Deutsche Bank Ag\
N/A—3,416,803-3,416,803-100%$960.8M———
Nuveen, LLC
N/A—3,406,951-3,406,951-100%$951.1M———
Franklin Resources Inc
N/A—2,801,789-2,801,789-100%$787.9M———
Stifel Financial Corp
N/A—2,736,515-2,736,515-100%$769.6M———
AQR Capital Management LLC
N/A—2,688,952-2,688,952-100%$742.2M———
Swiss National Bank
N/A—2,645,760-2,645,760-100%$744.0M———
Barclays PLC
N/A—2,552,506-2,552,506-100%$717.8M———
Raymond James Financial Inc
N/A—2,522,245-2,522,245-100%$709.3M———
HSBC Holdings PLC
N/A—2,509,826-2,509,826-100%$704.9M———
National Pension Service
N/A—2,349,975-2,349,975-100%$660.8M———
Capital Wealth Planning, LLC
N/A—2,326,916-2,326,916-100%$654.4M———
Victory Capital Management Inc
N/A—2,212,859-2,212,859-100%$622.3M———
LPL Financial LLC
N/A—2,075,342-2,075,342-100%$583.6M———
Vanguard Global Advisers, LLC
N/A—2,031,030-2,031,030-100%$571.1M———
Vanguard Asset Management, Ltd
N/A—2,002,150-2,002,150-100%$563.0M———
BNP Paribas Financial Markets
N/A—1,746,207-1,746,207-100%$491.1M———
California Public Employees Retirement System
N/A—1,723,040-1,723,040-100%$484.5M———
HighTower Advisors, LLC
N/A—1,716,120-1,716,120-100%$482.6M———
Canada Pension Plan Investment Board
N/A—1,713,804-1,713,804-100%$481.9M———
Marshall Wace, LLP
N/A—1,702,963-1,702,963-100%$478.9M———
Alliancebernstein L.P.
N/A—1,603,863-1,603,863-100%$388.8M———
Rhumbline Advisers
N/A—1,563,378-1,563,378-100%$439.6M———
National Bank of Canada
N/A—1,545,593-1,545,593-100%$434.6M———
California State Teachers Retirement System
N/A—1,424,282-1,424,282-100%$400.5M———
Bank of Montreal
N/A—1,371,339-1,371,339-100%$385.6M———
Voya Investment Management LLC
N/A—1,301,755-1,301,755-100%$365.7M———
Aberdeen Group plc
N/A—1,254,225-1,254,225-100%$352.7M———
W1m Asset Management Ltd
N/A—1,157,301-1,157,301-100%$325.5M———
PNC Financial Services Group, Inc.
N/A—1,124,434-1,124,434-100%$316.2M———
New York State Common Retirement Fund
N/A—1,112,331-1,112,331-100%$312.8M———
Envestnet Asset Management Inc
N/A—1,016,199-1,016,199-100%$285.8M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—957,093-957,093-100%$265.4M———
Canada Life Assurance Co
N/A—914,591-914,591-100%$256.9M———
Adage Capital Partners GP, L.L.C.
N/A—898,190-898,190-100%$252.6M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—892,907-892,907-100%$250.4M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—876,271-876,271-100%$246.4M———
Susquehanna International Group, LLP
N/A—870,716-870,716-100%$244.9M———
Aviva PLC
N/A—820,671-820,671-100%$230.8M———
State Board of Administration of Florida Retirement System
N/A—800,734-800,734-100%$225.2M———
Eurizon Capital SGR S.p.A.
N/A—772,109-772,109-100%$216.7M———
SG Americas Securities, LLC
N/A—768,231-768,231-100%$216.0M———
Citadel Advisors LLC
N/A—757,042-757,042-100%$212.9M———
Schroder Investment Management Group
N/A—750,956-750,956-100%$211.2M———
CIBC Bancorp USA Inc.
N/A—744,911-744,911-100%$209.4M———
Commerzbank Aktiengesellschaft
N/A—702,147-702,147-100%$197.5M———
Natixis Advisors, LLC
N/A—700,149-700,149-100%$196.9M———
Janney Montgomery Scott LLC
N/A—697,737-697,737-100%$196.2M———
Neuberger Berman Group LLC
N/A—689,624-689,624-100%$193.9M———
TD Asset Management Inc
N/A—677,870-677,870-100%$190.6M———
PFA Pension, Forsikringsaktieselskab
N/A—649,499-649,499-100%$182.6M———
Cerity Partners LLC
N/A—646,294-646,294-100%$134.5M———
Russell Investments Group, Ltd.
N/A—639,937-639,937-100%$179.1M———
Handelsbanken Fonder AB
N/A—638,216-638,216-100%$179.5K———
Korea Investment Corp
N/A—631,665-631,665-100%$177.6M———
Rockefeller Capital Management L.P.
N/A—629,141-629,141-100%$176.9M———
Manufacturers Life Insurance Company, the
N/A—627,060-627,060-100%$176.3M———
Mariner, LLC
N/A—611,768-611,768-100%$172.0M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—573,368-573,368-100%$161.2M———
Danske Bank A/S
N/A—568,252-568,252-100%$159.8M———
BNP Paribas Asset Management Holding S.A.
N/A—553,921-553,921-100%$155.8M———
Ensign Peak Advisors, Inc
N/A—553,831-553,831-100%$155.7M———
Captrust Financial Advisors
N/A—543,384-543,384-100%$152.8M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—539,161-539,161-100%$151.6M———
Mitsubishi UFJ Trust & Banking Corp
N/A—533,855-533,855-100%$150.1M———
Cetera Investment Advisers
N/A—527,279-527,279-100%$148.3M———
Advisors Capital Management, LLC
N/A—526,559-526,559-100%$148.1M———
Nomura Asset Management Co LTD
N/A—524,676-524,676-100%$147.5M———
Epoch Investment Partners, Inc.
N/A—522,214-522,214-100%$146.9M———
Prudential Financial Inc
N/A—519,546-519,546-100%$146.1M———
Treasurer of the State of North Carolina
N/A—519,545-519,545-100%$146.1M———
Altshuler Shaham Ltd
N/A—519,343-519,343-100%$146.0M———
Osaic Holdings, Inc.
N/A—502,197-502,197-100%$140.3M———
State of Wisconsin Investment Board
N/A—500,555-500,555-100%$140.8M———
Jones Financial Companies Lllp
N/A—497,429-497,429-100%$135.3M———
TCW Group Inc
N/A—496,932-496,932-100%$139.7M———
Nordea Investment Management AB
N/A—491,103-491,103-100%$135.3M———
Chilton Investment Co Inc.
N/A—487,018-487,018-100%$137.0M———
Blair William & Co
N/A—486,008-486,008-100%$136.7M———
Chevy Chase Trust Holdings, LLC
N/A—471,569-471,569-100%$132.6M———
Millennium Management LLC
N/A—464,139-464,139-100%$130.5M———
Vanguard Investments Australia, Ltd.
N/A—450,874-450,874-100%$126.8M———
Alyeska Investment Group, L.P.
N/A—449,621-449,621-100%$126.4M———
Bessemer Group Inc
N/A—442,061-442,061-100%$124.3M———
Royal London Asset Management LTD
N/A—436,289-436,289-100%$122.7M———
KLP Kapitalforvaltning AS
N/A—429,190-429,190-100%$120.7M———
Quantinno Capital Management LP
N/A—402,233-402,233-100%$113.1M———
Jennison Associates LLC
N/A—389,932-389,932-100%$109.7M———
Acadian Asset Management LLC
N/A—388,148-388,148-100%$109.1M———
M&T Bank Corp
N/A—387,339-387,339-100%$108.9M———
American Century Companies Inc
N/A—383,975-383,975-100%$108.0M———
Focus Partners Wealth
N/A—379,720-379,720-100%$106.7M———
CIBC World Market Inc.
N/A—371,017-371,017-100%$104.3M———
Zacks Investment Management
N/A—366,219-366,219-100%$103.0M———
Capital Advisors Inc
N/A—363,488-363,488-100%$102.2M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—363,021-363,021-100%$102.1M———
Public Employees Retirement System of Ohio
N/A—362,957-362,957-100%$102.1M———
Baird Financial Group, Inc.
N/A—354,617-354,617-100%$99.7M———
Woodline Partners LP
N/A—340,396-340,396-100%$95.7M———
D. E. Shaw & Co., Inc.
N/A—338,010-338,010-100%$95.1M———
Mercer Global Advisors Inc
N/A—337,650-337,650-100%$95.0M———
Clear Street Group Inc.
N/A—326,538-326,538-100%$91.8M———
Silvercrest Asset Management Group LLC
N/A—326,399-326,399-100%$91.8M———
Rafferty Asset Management, LLC
N/A—314,646-314,646-100%$88.5M———
Toronto Dominion Bank
N/A—310,695-310,695-100%$87.4M———
SEI Investments Co
N/A—309,686-309,686-100%$87.1M———
Teacher Retirement System of Texas
N/A—308,386-308,386-100%$86.7M———
State of Tennessee, Department of Treasury
N/A—306,846-306,846-100%$86.3M———
Resona Asset Management Co.,Ltd.
N/A—303,001-303,001-100%$85.0M———
Walleye Capital LLC
N/A—300,154-300,154-100%$84.4M———
Tidal Investments LLC
N/A—297,270-297,270-100%$83.6M———
Clark Capital Management Group, Inc.
N/A—292,480-292,480-100%$82.2M———
Brown Advisory Inc
N/A—292,065-292,065-100%$82.1M———
Allianz Asset Management GmbH
N/A—290,401-290,401-100%$81.7M———
Tredje Ap-fonden
N/A—288,095-288,095-100%$81.0M———
Lansforsakringar Fondforvaltning AB (publ)
N/A—285,334-285,334-100%$80.2M———
Migdal Insurance & Financial Holdings Ltd.
N/A—285,327-285,327-100%$80.2M———
Sanctuary Advisors, LLC
N/A—281,188-281,188-100%$79.1M———
T. Rowe Price Investment Management, Inc.
N/A—271,284-271,284-100%$76.3M———
&partners
N/A—269,706-269,706-100%$78.1M———
DnB Asset Management AS
N/A—267,981-267,981-100%$75.4M———
Penserra Capital Management LLC
N/A—265,549-265,549-100%$74.7M———
Nykredit A/S
N/A—261,487-261,487-100%$73.5M———
Cullen Capital Management, LLC
N/A—254,463-254,463-100%$71.6M———
AE Wealth Management LLC
N/A—249,165-249,165-100%$70.1M———
Arrowstreet Capital, Limited Partnership
N/A—249,057-249,057-100%$70.0M———
Defiance ETFs, LLC
N/A—248,129-248,129-100%$71.0M———
Northwestern Mutual Wealth Management Co
N/A—230,347-230,347-100%$64.8M———
NewEdge Wealth, LLC
N/A—230,156-230,156-100%$64.7M———
MML Investors Services, LLC
N/A—226,034-226,034-100%$63.6M———
Macquarie Group LTD
N/A—224,490-224,490-100%$63.1M———
Caisse de Depot ET Placement DU Quebec
N/A—223,498-223,498-100%$62.8M———
Sequoia Financial Advisors, LLC
N/A—221,104-221,104-100%$62.2M———
MetLife Investment Management, LLC
N/A—215,042-215,042-100%$60.5M———
Nomura Holdings Inc
N/A—209,903-209,903-100%$59.0M———
Zurich Insurance Group Ltd
N/A—209,181-209,181-100%$58.8M———
Hudson Bay Capital Management LP
N/A—200,000-200,000-100%$56.2M———
NewEdge Advisors, LLC
N/A—198,163-198,163-100%$55.7M———
Skandinaviska Enskilda Banken AB (publ)
N/A—192,550-192,550-100%$54.1M———
Tocqueville Asset Management L.P.
N/A—188,776-188,776-100%$53.1M———
Beacon Pointe Advisors, LLC
N/A—188,254-188,254-100%$52.9M———
Pinnacle Financial Partners, Inc.
N/A—184,932-184,932-100%$52.0M———
Erste Asset Management GmbH
N/A—177,342-177,342-100%$49.3M———
Jefferies Financial Group Inc.
N/A—176,779-176,779-100%$49.7M———
Jane Street Group, LLC
N/A—174,730-174,730-100%$49.1M———
Advisors Asset Management, Inc.
N/A—174,466-174,466-100%$49.1M———
QRG Capital Management, Inc.
N/A—172,688-172,688-100%$48.6M———
USS Investment Management Ltd
N/A—171,018-171,018-100%$48.1M———
LBP AM SA
N/A—170,629-170,629-100%$48.0M———
Cresset Asset Management, LLC
N/A—169,974-169,974-100%$47.8M———
Public Sector Pension Investment Board
N/A—169,471-169,471-100%$47.7M———
Teachers Retirement System of the State of Kentucky
N/A—167,476-167,476-100%$47.1M———
Bank of Nova Scotia
N/A—163,597-163,597-100%$46.0M———
Meridiem Capital Partners LP
N/A—163,461-163,461-100%$46.0M———
Donaldson Capital Management, LLC
N/A—163,449-163,449-100%$46.0M———
Blue Sparrow, LLC
N/A—162,000-162,000-100%$45.6M———
Marex Group Ltd
N/A—157,154-157,154-100%$44.2M———
Huntington National Bank
N/A—157,095-157,095-100%$44.2M———
Van Eck Associates Corp
N/A—152,995-152,995-100%$43.0M———
Nissay Asset Management Corp N
N/A—150,830-150,830-100%$42.4M———
O'shaughnessy Asset Management, LLC
N/A—150,787-150,787-100%$42.4M———
Intech Investment Management LLC
N/A—149,364-149,364-100%$42.0M———
Commerce Bank
N/A—149,351-149,351-100%$42.0M———
CI Investments Inc.
N/A—149,175-149,175-100%$41.9M———
Steward Partners Investment Advisory, LLC
N/A—147,719-147,719-100%$41.5M———
Freestone Grove Partners LP
N/A—147,261-147,261-100%$41.4M———
Wedbush Fund Advisers, LLC
N/A—144,737-144,737-100%$40.7M———
Waverly Advisors, LLC
N/A—144,368-144,368-100%$40.6M———
Utah Retirement Systems
N/A—142,851-142,851-100%$40.2M———
Arax Advisory Partners
N/A—141,970-141,970-100%$39.9M———
Jupiter Topco LLC
N/A—141,630-141,630-100%$39.8M———
Police & Firemen's Retirement System of New Jersey
N/A—140,889-140,889-100%$39.6M———
British Columbia Investment Management Corp
N/A—140,757-140,757-100%$39.6M———
Allworth Financial LP
N/A—140,146-140,146-100%$39.4M———
First Manhattan Co. Llc.
N/A—139,968-139,968-100%$39.4M———
Drexel Morgan & Co.
N/A—139,735-139,735-100%$39.3M———
Minneapolis Portfolio Management Group, LLC
N/A—139,302-139,302-100%$39.2M———
Capital International, Inc.
N/A—138,302-138,302-100%$38.9M———
Pathstone Holdings, LLC
N/A—138,030-138,030-100%$38.9M———
Varma Mutual Pension Insurance Co
N/A—137,458-137,458-100%$38.7M———
Vanguard Personalized Indexing Management, LLC
N/A—136,885-136,885-100%$38.5M———
Empowered Funds, LLC
N/A—136,324-136,324-100%$38.3M———
Private Advisor Group, LLC
N/A—136,253-136,253-100%$38.3M———
Kayne Anderson Rudnick Investment Management LLC
N/A—136,105-136,105-100%$38.3M———
Andra Ap-fonden
N/A—134,780-134,780-100%$37.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—134,582-134,582-100%$37.8M———
Wealthfront Advisers LLC
N/A—132,528-132,528-100%$37.3M———
Credit Agricole S A
N/A—129,912-129,912-100%$36.5M———
Guggenheim Capital LLC
N/A—129,401-129,401-100%$36.4M———
LGT Group Foundation
N/A—127,937-127,937-100%$36.0M———
Peapack Gladstone Financial Corp
N/A—123,623-123,623-100%$34.8M———
Railway Pension Investments Ltd
N/A—121,580-121,580-100%$34.2M———
Bluespring Wealth Management, LLC
N/A—118,918-118,918-100%$33.4M———
Public Employees Retirement Association of Colorado
N/A—117,998-117,998-100%$33.2M———
Curi Capital, LLC
N/A—116,681-116,681-100%$32.8M———
Fukoku Mutual Life Insurance Co
N/A—114,682-114,682-100%$32.2M———
MAI Capital Management
N/A—113,698-113,698-100%$32.0M———
Argent Trust Co
N/A—113,366-113,366-100%$31.9M———
Van Hulzen Asset Management, LLC
N/A—112,688-112,688-100%$31.7M———
Edmond de Rothschild Holding S.A.
N/A—112,661-112,661-100%$31.7M———
Natixis
N/A—110,831-110,831-100%$31.2M———
Benjamin Edwards Inc
N/A—110,766-110,766-100%$31.2M———
Glenmede Trust Co NA
N/A—110,142-110,142-100%$31.0M———
Ilmarinen Mutual Pension Insurance Co
N/A—109,736-109,736-100%$30.9M———
Lazard Asset Management LLC
N/A—105,841-105,841-100%$29.8M———
Prudential PLC
N/A—103,909-103,909-100%$29.2M———
Hancock Whitney Corp
N/A—102,725-102,725-100%$28.9M———
Westwood Holdings Group Inc
N/A—102,608-102,608-100%$28.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—102,509-102,509-100%$28.8M———
LMR Partners LLP
N/A—100,481-100,481-100%$28.3M———
Bridgeway Capital Management, LLC
N/A—98,219-98,219-100%$27.6M———
Steigerwald, Gordon & Koch Inc.
N/A—97,405-97,405-100%$27.4M———
Pinebridge Investments LLC
N/A—95,303-95,303-100%$26.8M———
Foundations Investment Advisors, LLC
N/A—94,933-94,933-100%$26.7M———
Bradley Foster & Sargent Inc
N/A—92,224-92,224-100%$25.9M———
PBU - The Pension Fund of Early Childhood & Youth Educators
N/A—91,100-91,100-100%$25.6M———
Vident Advisory, LLC
N/A—91,034-91,034-100%$25.6M———
Community Bank, N.A.
N/A—89,430-89,430-100%$25.1M———
CSM Advisors, LLC
N/A—89,165-89,165-100%$25.1M———
Federation des caisses Desjardins du Quebec
N/A—86,606-86,606-100%$24.4M———
IEQ Capital, LLC
N/A—86,572-86,572-100%$24.3M———
Equitable Holdings, Inc.
N/A—83,681-83,681-100%$23.5M———
Strategic Wealth Partners, Ltd.
N/A—83,442-83,442-100%$23.5M———
Insigneo Advisory Services, LLC
N/A—82,135-82,135-100%$23.1M———
Metis Global Partners, LLC
N/A—81,234-81,234-100%$22.8M———
Omers Administration Corp
N/A—79,635-79,635-100%$22.4M———
Scotia Capital Inc.
N/A—79,159-79,159-100%$22.3M———
ING Groep NV
N/A—77,216-77,216-100%$21.7M———
Elo Mutual Pension Insurance Co
N/A—76,988-76,988-100%$21.6M———
Daiichi Life Insurance Co., Ltd.
N/A—76,573-76,573-100%$21.5M———
Bogart Wealth, LLC
N/A—75,695-75,695-100%$21.3M———
Moors & Cabot, Inc.
N/A—75,235-75,235-100%$21.2M———
Pacer Advisors, Inc.
N/A—74,807-74,807-100%$21.0M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—74,625-74,625-100%$21.0M———
Mizuho Securities USA LLC
N/A—73,582-73,582-100%$20.7M———
Shufro Rose & Co LLC
N/A—73,358-73,358-100%$20.6M———
Advisory Services Network, LLC
N/A—72,605-72,605-100%$20.4M———
Integrated Wealth Concepts LLC
N/A—72,487-72,487-100%$20.4M———
Bragg Financial Advisors, Inc
N/A—71,940-71,940-100%$20.2M———
HM Payson & Co
N/A—71,870-71,870-100%$20.2M———
Fiduciary Trust Co
N/A—71,580-71,580-100%$20.1M———
Stephens Inc
N/A—71,136-71,136-100%$20.1M———
Aptus Capital Advisors, LLC
N/A—69,701-69,701-100%$19.6M———
Azimuth Capital Investment Management LLC
N/A—69,295-69,295-100%$19.5M———
Baker Avenue Asset Management, LP
N/A—69,207-69,207-100%$19.5M———
Danica Pension, Livsforsikringsaktieselskab
N/A—68,802-68,802-100%$19.3M———
Investment Management Corp of Ontario
N/A—68,421-68,421-100%$19.2M———
NFJ Investment Group, LLC
N/A—67,315-67,315-100%$18.9M———
Estabrook Capital Management
N/A—66,619-66,619-100%$18.7M———
Vestcor Inc
N/A—66,056-66,056-100%$18.6M———
Saudi Central Bank
N/A—65,662-65,662-100%$18.5M———
Allstate Corp
N/A—64,826-64,826-100%$18.2M———
Logan Capital Management Inc
N/A—63,209-63,209-100%$17.8M———
Capula Management Ltd
N/A—63,036-63,036-100%$17.7M———
Norinchukin Bank, The
N/A—62,938-62,938-100%$17.7M———
Laird Norton Wetherby Trust Company, LLC
N/A—62,891-62,891-100%$17.7M———
Transcend Capital Advisors, LLC
N/A—62,115-62,115-100%$17.5M———
United Capital Financial Advisors, LLC
N/A—61,140-61,140-100%$17.2M———
Brown Brothers Harriman & Co
N/A—60,922-60,922-100%$17.1M———
Stratos Wealth Partners, Ltd.
N/A—60,564-60,564-100%$17.0M———
Evercore Wealth Management, LLC
N/A—60,517-60,517-100%$17.0M———
Independent Advisor Alliance
N/A—59,333-59,333-100%$16.7M———
Kentucky Retirement Systems
N/A—58,738-58,738-100%$16.5M———
Greenwich Wealth Management LLC
N/A—57,865-57,865-100%$16.3M———
Biondo Investment Advisors, LLC
N/A—57,466-57,466-100%$16.2M———
EP Wealth Advisors, LLC
N/A—55,800-55,800-100%$15.7M———
Savant Capital, LLC
N/A—55,790-55,790-100%$15.3M———
Merit Financial Group, LLC
N/A—55,170-55,170-100%$15.5M———
Balyasny Asset Management L.P.
N/A—55,009-55,009-100%$15.5M———
Wealthspire Advisors, LLC
N/A—55,000-55,000-100%$15.5M———
Flputnam Investment Management Co
N/A—54,184-54,184-100%$15.2M———
World Investment Advisors
N/A—53,820-53,820-100%$13.1M———
Summit Financial, LLC
N/A—53,805-53,805-100%$15.1M———
Lester Murray Antman dba SimplyRich
N/A—53,741-53,741-100%$1.4M———
Sargent Investment Group, LLC
N/A—53,572-53,572-100%$15.1M———
Allianz SE
N/A—53,239-53,239-100%$15.0M———
Banque Cantonale Vaudoise
N/A—52,779-52,779-100%$14.8M———
RWA Wealth Partners, LLC
N/A—52,745-52,745-100%$14.8M———
Lombard Odier Asset Management (Switzerland) SA
N/A—52,028-52,028-100%$14.6M———
Oribel Capital Management, LP
N/A—51,600-51,600-100%$14.5M———
Shelton Capital Management
N/A—50,822-50,822-100%$14.3M———
Maryland State Retirement & Pension System
N/A—50,760-50,760-100%$14.3M———
Atalanta Sosnoff Capital, LLC
N/A—50,544-50,544-100%$14.2M———
NewSquare Capital LLC
N/A—50,136-50,136-100%$14.1M———
Tudor Investment Corp ET AL
N/A—50,001-50,001-100%$14.1M———
Goodman Financial Corp
N/A—49,652-49,652-100%$14.0M———
Bleakley Financial Group, LLC
N/A—48,879-48,879-100%$13.7M———
PFG Investments, LLC
N/A—48,519-48,519-100%$13.6M———
Skba Capital Management LLC
N/A—48,078-48,078-100%$13.5M———
Crawford Investment Counsel Inc
N/A—47,436-47,436-100%$13.3M———
Emerald Investment Advisers, LLC
N/A—47,187-47,187-100%$13.3M———
Coldstream Capital Management Inc
N/A—46,912-46,912-100%$13.2M———
New Mexico Educational Retirement Board
N/A—46,447-46,447-100%$13.1M———
Dodge & COX
N/A—45,995-45,995-100%$12.9M———
Clearstead Advisors, LLC
N/A—45,993-45,993-100%$12.9M———
King Luther Capital Management Corp
N/A—45,120-45,120-100%$12.7M———
Squarepoint Ops LLC
N/A—44,695-44,695-100%$12.6M———
Dearborn Partners LLC
N/A—43,983-43,983-100%$12.4M———
Winslow Asset Management Inc
N/A—43,240-43,240-100%$12.2M———
Alerus Financial NA
N/A—43,153-43,153-100%$12.1M———
UMB Bank, n.a.
N/A—42,506-42,506-100%$12.0M———
OneDigital Investment Advisors LLC
N/A—41,306-41,306-100%$11.6M———
WealthTrust Axiom LLC
N/A—41,110-41,110-100%$11.6M———
Bowen Hanes & Co Inc
N/A—40,455-40,455-100%$9.8M———
Boston Partners
N/A—40,330-40,330-100%$11.3M———
Vinva Investment Management Ltd
N/A—39,964-39,964-100%$11.1M———
Gotham Asset Management, LLC
N/A—39,769-39,769-100%$11.2M———
VAN DEN Berg Management I, Inc
N/A—39,723-39,723-100%$11.2M———
Trustmark Bank Trust Department
N/A—39,684-39,684-100%$11.2M———
Arkadios Wealth Advisors
N/A—39,435-39,435-100%$11.1M———
Rathbones Group PLC
N/A—39,284-39,284-100%$11.0M———
BFC Planning, Inc.
N/A—39,225-39,225-100%$11.0M———
Walleye Trading LLC
N/A—38,855-38,855-100%$10.9M———
Shelter Mutual Insurance Co
N/A—38,491-38,491-100%$10.8M———
Mayflower Financial Advisors, LLC
N/A—37,939-37,939-100%$10.7M———
Whittier Trust Co
N/A—37,918-37,918-100%$11.4M———
Portland Global Advisors LLC
N/A—37,872-37,872-100%$10.6M———
Kingsview Wealth Management, LLC
N/A—37,490-37,490-100%$10.5M———
Man Group plc
N/A—37,371-37,371-100%$10.5M———
Johnson Investment Counsel Inc
N/A—37,084-37,084-100%$10.4M———
Mutual Advisors, LLC
N/A—37,074-37,074-100%$10.4M———
Mufg Securities Emea plc
N/A—36,788-36,788-100%$10.3M———
Peak6 LLC
N/A—36,632-36,632-100%$10.3M———
SIT Investment Associates Inc
N/A—36,606-36,606-100%$10.3M———
Horizon Investments, LLC
N/A—36,533-36,533-100%$10.2M———
Beacon Harbor Wealth Advisors, Inc.
N/A—35,836-35,836-100%$8.0M———
Two Sigma Investments, LP
N/A—35,818-35,818-100%$10.1M———
SouthState Bank Corp
N/A—35,181-35,181-100%$9.9M———
Essex Financial Services, Inc.
N/A—35,032-35,032-100%$9.9M———
Envestnet Portfolio Solutions, Inc.
N/A—34,908-34,908-100%$9.7M———
Seaview Investment Managers LLC
N/A—34,761-34,761-100%$9.8M———
Gillson Capital LP
N/A—34,700-34,700-100%$9.8M———
Focus Partners Advisor Solutions, LLC
N/A—34,668-34,668-100%$9.7M———
Mediolanum International Funds Ltd
N/A—34,296-34,296-100%$9.5M———
Rothschild Investment LLC
N/A—34,166-34,166-100%$9.6M———
Rodgers Brothers Inc.
N/A—34,082-34,082-100%$9.6M———
Lathrop Investment Management Co
N/A—34,076-34,076-100%$9.6M———
Providence Capital Advisors, LLC
N/A—33,805-33,805-100%$9.5M———
Vestmark Advisory Solutions, Inc.
N/A—33,522-33,522-100%$9.4M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—33,411-33,411-100%$9.4M———
CreativeOne Wealth, LLC
N/A—33,384-33,384-100%$9.4M———
IQ EQ Fund Management (Ireland) Ltd
N/A—33,246-33,246-100%$9.3M———
IHT Wealth Management, LLC
N/A—32,958-32,958-100%$9.3M———
SCS Capital Management LLC
N/A—32,909-32,909-100%$9.3M———
Berger Financial Group, Inc
N/A—32,864-32,864-100%$9.2M———
Regal Investment Advisors LLC
N/A—32,809-32,809-100%$9.2M———
Gilder Gagnon Howe & Co LLC
N/A—32,326-32,326-100%$9.1M———
Level Four Advisory Services, LLC
N/A—32,004-32,004-100%$9.0M———
E Fund Management Co., Ltd.
N/A—31,993-31,993-100%$9.0M———
Orion Porfolio Solutions, LLC
N/A—31,823-31,823-100%$8.9M———
Holderness Investments Co
N/A—31,634-31,634-100%$8.9M———
Snowden Capital Advisors LLC
N/A—31,617-31,617-100%$8.9M———
Global Retirement Partners, LLC
N/A—31,616-31,616-100%$8.9M———
Ameritas Investment Partners, Inc.
N/A—31,568-31,568-100%$8.9M———
Empirical Finance, LLC
N/A—31,474-31,474-100%$8.9M———
AR Asset Management Inc
N/A—31,452-31,452-100%$8.8M———
Foster & Motley Inc
N/A—31,412-31,412-100%$8.8M———
Laffer Tengler Investments, Inc.
N/A—31,358-31,358-100%$8.8M———
Arete Wealth Advisors, LLC
N/A—31,320-31,320-100%$8.8M———
Sound View Wealth Advisors Group, LLC
N/A—30,915-30,915-100%$8.7M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—30,810-30,810-100%$8.7M———
Cannell & Spears LLC
N/A—30,782-30,782-100%$8.7M———
GQG Partners LLC
N/A—30,749-30,749-100%$8.6M———
VAN Strum & Towne Inc.
N/A—30,587-30,587-100%$8.6M———
Private Wealth Asset Management, LLC
N/A—30,458-30,458-100%$8.6M———
Northwestern Mutual Investment Management Company, LLC
N/A—30,135-30,135-100%$8.5M———
Savvy Advisors, Inc.
N/A—29,820-29,820-100%$8.4M———
Farmers National Bank
N/A—29,621-29,621-100%$8.3M———
Clearbridge Investments, LLC
N/A—29,497-29,497-100%$8.3M———
Cary Street Partners Financial LLC
N/A—29,451-29,451-100%$8.3M———
Caisse DES Depots ET Consignations
N/A—29,439-29,439-100%$8.3M———
Money Concepts Capital Corp
N/A—29,394-29,394-100%$8.3M———
Summit Trail Advisors, LLC
N/A—29,347-29,347-100%$8.3M———
Capital Fund Management S.A.
N/A—29,048-29,048-100%$8.2M———
Aspen Grove Capital, LLC
N/A—29,020-29,020-100%$8.2M———
Modern Wealth Management, LLC
N/A—28,885-28,885-100%$8.1M———
Trajan Wealth LLC
N/A—28,847-28,847-100%$8.1M———
Dakota Wealth Management
N/A—28,576-28,576-100%$8.0M———
Mufg Securities Americas Inc.
N/A—28,308-28,308-100%$8.0M———
J. Goldman & Co LP
N/A—28,245-28,245-100%$7.9M———
Canada Post Corp Registered Pension Plan
N/A—28,186-28,186-100%$7.9M———
Moneta Group Investment Advisors LLC
N/A—28,040-28,040-100%$7.9M———
Whittier Trust Co of Nevada Inc
N/A—28,034-28,034-100%$8.6M———
SageGuard Financial Group, LLC
N/A—27,975-27,975-100%$7.9M———
FLC Capital Advisors
N/A—27,920-27,920-100%$7.9M———
Hayek Kallen Investment Management
N/A—27,560-27,560-100%$7.8M———
Lifeworks Advisors, LLC
N/A—27,336-27,336-100%$7.7M———
Gladstone Institutional Advisory LLC
N/A—26,921-26,921-100%$7.6M———
Jacobi Capital Management LLC
N/A—26,713-26,713-100%$7.5M———
Hantz Financial Services, Inc.
N/A—26,690-26,690-100%$7.5M———
Stock Yards Bank & Trust Co
N/A—26,586-26,586-100%$7.5M———
Siemens Fonds Invest GmbH
N/A—26,561-26,561-100%$7.5M———
SVB Wealth LLC
N/A—26,454-26,454-100%$7.4M———
Bartlett & Co. Wealth Management LLC
N/A—26,333-26,333-100%$7.4M———
1ST Source Bank
N/A—26,322-26,322-100%$7.4M———
RiverFront Investment Group, LLC
N/A—26,264-26,264-100%$7.4M———
New England Asset Management Inc
N/A—25,975-25,975-100%$7.3M———
Morgan Dempsey Capital Management LLC
N/A—25,939-25,939-100%$7.3M———
SGL Investment Advisors, Inc.
N/A—25,664-25,664-100%$6.1M———
Principal Securities, Inc.
N/A—25,656-25,656-100%$7.2M———
Calydon Capital
N/A—25,622-25,622-100%$7.2M———
Diversified Trust Co
N/A—25,435-25,435-100%$7.2M———
American Trust Investment Advisors, LLC
N/A—25,362-25,362-100%$7.1M———
Resources Management Corp
N/A—25,094-25,094-100%$7.1M———
LGT Fund Management Co Ltd.
N/A—25,042-25,042-100%$7.0M———
Securian Asset Management, Inc
N/A—25,003-25,003-100%$5.3M———
Soviero Asset Management, LP
N/A—25,000-25,000-100%$7.0M———
Meeder Advisory Services, Inc.
N/A—24,879-24,879-100%$7.0M———
KKM Financial LLC
N/A—24,715-24,715-100%$7.0M———
Schnieders Capital Management, Llc.
N/A—24,518-24,518-100%$6.9M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—24,475-24,475-100%$6.9M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—24,375-24,375-100%$6.9M———
Private Capital Management, LLC
N/A—24,227-24,227-100%$6.8M———
Kavar Capital Partners Group, LLC
N/A—24,223-24,223-100%$6.8M———
Leavell Investment Management, Inc.
N/A—24,148-24,148-100%$6.8M———
Members Trust Co
N/A—24,054-24,054-100%$6.8M———
Caprock Group, LLC
N/A—23,961-23,961-100%$6.7M———
Rice Partnership, LLC
N/A—23,667-23,667-100%$6.7M———
Prosperity Consulting Group, LLC
N/A—23,564-23,564-100%$6.6M———
Hamilton Capital Partners Inc.
N/A—23,465-23,465-100%$6.6M———
Joel Isaacson & Co., LLC
N/A—23,232-23,232-100%$6.5M———
First American Trust, FSB
N/A—23,004-23,004-100%$6.5M———
FIL Ltd
N/A—22,859-22,859-100%$6.4M———
Cunning Capital Partners, LP
N/A—22,844-22,844-100%$6.4M———
Meiji Yasuda Asset Management Co Ltd.
N/A—22,682-22,682-100%$6.4M———
LOS Angeles Capital Management LLC
N/A—22,533-22,533-100%$6.3M———
Fidelis Capital Partners, LLC
N/A—22,479-22,479-100%$6.3M———
Hilltop Holdings Inc.
N/A—22,426-22,426-100%$6.3M———
Douglass Winthrop Advisors, LLC
N/A—22,164-22,164-100%$6.2M———
Capital Analysts, LLC
N/A—22,146-22,146-100%$6.2M———
Staley Capital Advisers Inc
N/A—22,125-22,125-100%$6.2M———
Stamos Capital Partners, L.P.
N/A—22,090-22,090-100%$6.2M———
HBK Sorce Advisory LLC
N/A—21,969-21,969-100%$5.2M———
Connors Investor Services Inc
N/A—21,932-21,932-100%$6.2M———
BNP Paribas
N/A—21,794-21,794-100%$6.1M———
Fred Alger Management, LLC
N/A—21,780-21,780-100%$6.1M———
Windward Capital Management Co
N/A—21,778-21,778-100%$6.1M———
Central Trust Co
N/A—21,770-21,770-100%$6.1M———
Ironwood Investment Counsel, LLC
N/A—21,510-21,510-100%$6.0M———
Great Lakes Advisors, LLC
N/A—21,502-21,502-100%$6.0M———
Vectors Research Management, LLC
N/A—21,277-21,277-100%$6.0M———
Ritholtz Wealth Management
N/A—21,095-21,095-100%$5.9M———
Nicolet Bankshares Inc
N/A—21,031-21,031-100%$6.1M———
Atlantic Union Bankshares Corp
N/A—21,012-21,012-100%$5.9M———
Havemeyer Place LP
N/A—20,942-20,942-100%$5.9M———
Choate Investment Advisors
N/A—20,673-20,673-100%$5.8M———
Ossiam
N/A—20,670-20,670-100%$5.8M———
Callan Family Office, LLC
N/A—20,665-20,665-100%$5.8M———
Pine Valley Investments Ltd Liability Co
N/A—20,558-20,558-100%$5.8M———
B & T Capital Management DBA Alpha Capital Management
N/A—20,366-20,366-100%$5.7M———
Ballentine Partners, LLC
N/A—20,357-20,357-100%$5.7M———
Oddo BHF Asset Management SAS
N/A—20,206-20,206-100%$5.7M———
Capstone Investment Advisors, LLC
N/A—20,079-20,079-100%$5.6M———
Gabelli Funds LLC
N/A—19,905-19,905-100%$5.6M———
Harbour Investments, Inc.
N/A—19,858-19,858-100%$5.6M———
Ameritas Advisory Services, LLC
N/A—19,755-19,755-100%$5.6M———
Tower Research Capital LLC (TRC)
N/A—19,729-19,729-100%$5.5M———
Capital International Sarl
N/A—19,700-19,700-100%$5.5M———
Westmount Partners, LLC
N/A—19,639-19,639-100%$5.5M———
Fisher Asset Management, LLC
N/A—19,539-19,539-100%$5.5M———
L2 Asset Management, LLC
N/A—19,530-19,530-100%$5.5M———
EagleClaw Capital Managment, LLC
N/A—19,526-19,526-100%$5.5M———
Meeder Asset Management Inc
N/A—19,520-19,520-100%$5.5M———
Banque Transatlantique SA
N/A—19,484-19,484-100%$5.5M———
Smithfield Trust Co
N/A—19,326-19,326-100%$5.4M———
NorthRock Partners, LLC
N/A—19,231-19,231-100%$5.4M———
Faithward Advisors, LLC
N/A—18,639-18,639-100%$5.2M———
Birmingham Capital Management Co Inc
N/A—18,525-18,525-100%$5.2M———
Charter Research & Investment Group, Inc.
N/A—18,501-18,501-100%$5.2M———
New Age Alpha Advisors, LLC
N/A—18,458-18,458-100%$5.2M———
Field & Main Bank
N/A—18,428-18,428-100%$5.2M———
Night Squared LP
N/A—18,406-18,406-100%$5.2M———
NorthCoast Asset Management LLC
N/A—18,031-18,031-100%$5.1M———
Mission Creek Capital Partners, Inc.
N/A—17,856-17,856-100%$436.5K———
Intesa Sanpaolo S.p.A.
N/A—17,751-17,751-100%$5.0M———
Aimz Investment Advisors, LLC
N/A—17,733-17,733-100%$5.0M———
Palmer Knight Co
N/A—17,605-17,605-100%$5.0M———
Triglav Investments, D.O.O.
N/A—17,600-17,600-100%$4.9M———
Simmons Bank
N/A—17,600-17,600-100%$4.9M———
Freestone Capital Holdings, LLC
N/A—17,313-17,313-100%$4.9M———
Fayez Sarofim & Co
N/A—17,280-17,280-100%$4.9M———
N.E.W. Advisory Services LLC
N/A—17,203-17,203-100%$4.8M———
Haverford Trust Co
N/A—17,182-17,182-100%$4.8M———
Twin Capital Management Inc
N/A—17,169-17,169-100%$4.8M———
SWP Investment Management LLC
N/A—17,129-17,129-100%$4.8M———
Motco
N/A—17,000-17,000-100%$4.8M———
Gamco Investors, Inc. ET AL
N/A—16,898-16,898-100%$4.8M———
S&CO Inc
N/A—16,788-16,788-100%$4.7M———
Granite Bay Wealth Management, LLC
N/A—16,778-16,778-100%$4.7M———
Pettee Investors, Inc.
N/A—16,545-16,545-100%$4.7M———
Atlas Wealth LLC
N/A—16,543-16,543-100%$4.7M———
Oversea-Chinese Banking Corp Ltd
N/A—16,459-16,459-100%$4.6M———
Groupe la Francaise
N/A—16,241-16,241-100%$4.6M———
MainStreet Investment Advisors LLC
N/A—16,136-16,136-100%$4.5M———
Carson Advisory Inc.
N/A—16,074-16,074-100%$4.5M———
Kinloch Capital, LLC
N/A—16,053-16,053-100%$4.5M———
Ceeto Capital Group, LLC
N/A—16,053-16,053-100%$4.5M———
ST Germain D J Co Inc
N/A—15,862-15,862-100%$4.5M———
FCA Corp
N/A—15,802-15,802-100%$4.4M———
ARP Global Capital Ltd
N/A—15,698-15,698-100%$4.4M———
Great Valley Advisor Group, Inc.
N/A—15,425-15,425-100%$4.3M———
Kovack Advisors, Inc.
N/A—15,217-15,217-100%$4.4M———
Keel Point, LLC
N/A—15,208-15,208-100%$4.3M———
McMillan Office, Inc.
N/A—15,196-15,196-100%$4.3M———
Ingalls & Snyder LLC
N/A—15,178-15,178-100%$4.3M———
Phoenix Financial Ltd.
N/A—15,082-15,082-100%$4.2M———
Rehmann Capital Advisory Group
N/A—15,057-15,057-100%$4.2M———
Spinnaker Trust
N/A—15,047-15,047-100%$4.2M———
Paragon Capital Management LLC
N/A—14,930-14,930-100%$4.2M———
Smartleaf Asset Management LLC
N/A—14,859-14,859-100%$4.1M———
Widmann Financial Services, Inc.
N/A—14,849-14,849-100%$4.2M———
Proficio Capital Partners LLC
N/A—14,758-14,758-100%$4.2M———
Lakeridge Wealth Management LLC
N/A—14,700-14,700-100%$4.1M———
Lowe Brockenbrough & Co Inc
N/A—14,609-14,609-100%$4.1M———
Ausdal Financial Partners, Inc.
N/A—14,604-14,604-100%$4.1M———
Zhang Financial LLC
N/A—14,588-14,588-100%$4.1M———
JPL Wealth Management, LLC
N/A—14,534-14,534-100%$4.1M———
White Pine Capital LLC
N/A—14,492-14,492-100%$4.1M———
Te Ahumairangi Investment Management Ltd
N/A—14,470-14,470-100%$4.1M———
Mitchell Mcleod Pugh & Williams Inc
N/A—14,462-14,462-100%$4.1M———
Osmosis Investment Management UK Ltd
N/A—14,157-14,157-100%$4.0M———
Geneos Wealth Management Inc.
N/A—14,119-14,119-100%$4.0M———
F/m Investments LLC
N/A—14,105-14,105-100%$4.0M———
44 Wealth Management LLC
N/A—14,067-14,067-100%$4.0M———
Lionhunter Capital Management, LLC
N/A—14,067-14,067-100%$4.0M———
Bank OZK
N/A—13,914-13,914-100%$3.9M———
Coastal Bridge Advisors, LLC
N/A—13,802-13,802-100%$3.9M———
Belpointe Asset Management LLC
N/A—13,799-13,799-100%$3.9M———
OFI Invest Asset Management
N/A—13,758-13,758-100%$3.7M———
Stonebridge Capital Advisors LLC
N/A—13,739-13,739-100%$3.9M———
Intrust Bank NA
N/A—13,558-13,558-100%$3.8M———
WCG Wealth Advisors LLC
N/A—13,507-13,507-100%$3.8M———
Legato Capital Management LLC
N/A—13,500-13,500-100%$3.8M———
Cinctive Capital Management LP
N/A—13,360-13,360-100%$3.8M———
Core Alternative Capital
N/A—13,332-13,332-100%$3.7M———
Klingenstein Fields & Co LP
N/A—13,315-13,315-100%$3.7M———
Ranch Capital Advisors Inc.
N/A—13,231-13,231-100%$3.7M———
Meridian Wealth Advisors, LLC
N/A—13,156-13,156-100%$3.7M———
Jaffetilchin Investment Partners, LLC
N/A—13,076-13,076-100%$3.7M———
Howard Hughes Medical Institute
N/A—13,023-13,023-100%$3.7M———
Stonebridge Capital Management Inc
N/A—12,900-12,900-100%$3.6M———
Ostrum Asset Management
N/A—12,871-12,871-100%$3.6M———
Banco Santander, S.A.
N/A—12,809-12,809-100%$3.6M———
BCS Private Wealth Management, Inc.
N/A—12,676-12,676-100%$3.6M———
Allegheny Financial Group
N/A—12,550-12,550-100%$3.5M———
Panagora Asset Management Inc
N/A—12,418-12,418-100%$3.5M———
Integrated Investment Consultants, LLC
N/A—12,313-12,313-100%$3.5M———
Modus Advisors, LLC
N/A—12,220-12,220-100%$3.4M———
Point Windward Advisors Inc.
N/A—12,186-12,186-100%$3.4M———
Empire Financial Management Company, LLC
N/A—12,112-12,112-100%$3.4M———
SlateStone Wealth, LLC
N/A—12,071-12,071-100%$3.4M———
Worldquant Millennium Advisors LLC
N/A—11,994-11,994-100%$3.4M———
Main Street Financial Solutions, LLC
N/A—11,967-11,967-100%$3.4M———
Keyvantage Wealth, LLC
N/A—11,912-11,912-100%$3.3M———
Webster Bank, N. A.
N/A—11,757-11,757-100%$3.3M———
Anchor Bay Capital, Inc.
N/A—11,664-11,664-100%$2.8M———
Peninsula Asset Management Inc
N/A—11,645-11,645-100%$3.3M———
Round Rock Advisors LLC
N/A—11,577-11,577-100%$3.3M———
Empower Advisory Group, LLC
N/A—11,569-11,569-100%$3.3M———
Berkshire Asset Management LLC
N/A—11,535-11,535-100%$3.2M———
Pinnacle Holdings, LLC
N/A—11,507-11,507-100%$3.2M———
Western Wealth Management, LLC
N/A—11,470-11,470-100%$3.2M———
Core Wealth Advisors, Inc.
N/A—11,394-11,394-100%$3.2M———
Brooks, Moore & Associates, Inc.
N/A—11,227-11,227-100%$3.2M———
Cladis Investment Advisory, LLC
N/A—11,121-11,121-100%$3.1M———
Nwam LLC
N/A—11,072-11,072-100%$3.1M———
Marco Investment Management LLC
N/A—11,041-11,041-100%$3.1M———
First National Bank of Omaha
N/A—11,040-11,040-100%$3.1M———
Sterneck Capital Management, LLC
N/A—11,034-11,034-100%$3.1M———
HighPoint Advisor Group LLC
N/A—10,912-10,912-100%$3.1M———
Pallas Capital Advisors LLC
N/A—10,865-10,865-100%$3.1M———
Sound Capital Solutions LLC
N/A—10,789-10,789-100%$3.0M———
Optimize Financial Inc.
N/A—10,789-10,789-100%$3.0M———
RNC Capital Management LLC
N/A—10,689-10,689-100%$3.0M———
Quest Investment Management LLC
N/A—10,684-10,684-100%$3.0M———
Naviter Wealth, LLC
N/A—10,596-10,596-100%$3.0M———
Old North State Trust, LLC
N/A—10,595-10,595-100%$3.0M———
Xcelsior Advisor Partners LLC
N/A—10,593-10,593-100%$3.0M———
Roble, Belko & Company, Inc
N/A—10,592-10,592-100%$3.0M———
Cozad Asset Management Inc
N/A—10,589-10,589-100%$3.0M———
AlpenGlobal Capital LLC
N/A—10,582-10,582-100%$3.0M———
Caption Management, LLC
N/A—10,500-10,500-100%$3.0M———
Atlanta Consulting Group Advisors, LLC
N/A—10,421-10,421-100%$2.9M———
Financial Engines Advisors L.L.C.
N/A—10,410-10,410-100%$2.9M———
MidFirst Bank
N/A—10,379-10,379-100%$2.9M———
Verition Fund Management LLC
N/A—10,344-10,344-100%$2.9M———
Tower Bridge Advisors
N/A—10,289-10,289-100%$2.9M———
Schulhoff & Co Inc
N/A—10,274-10,274-100%$2.9M———
Advisory Alpha, LLC
N/A—10,236-10,236-100%$2.9M———
Performance Wealth Partners, LLC
N/A—10,220-10,220-100%$2.9M———
Hilltop Wealth Advisors, LLC
N/A—10,175-10,175-100%$2.9M———
Dorsey & Whitney Trust Co LLC
N/A—10,143-10,143-100%$2.9M———
Hodges Capital Management Inc.
N/A—10,077-10,077-100%$2.8M———
Composition Wealth, LLC
N/A—10,052-10,052-100%$2.8M———
Hamel Associates, Inc.
N/A—10,039-10,039-100%$2.8M———
Trivium Point Advisory, LLC
N/A—10,025-10,025-100%$2.8M———
Palumbo Wealth Management LLC
N/A—10,024-10,024-100%$2.8M———
Game Creek Capital, LP
N/A—10,015-10,015-100%$2.8M———
Westport Asset Management Inc
N/A—10,000-10,000-100%$2.8M———
Davis R M Inc
N/A—9,938-9,938-100%$2.8M———
Bridgewater Advisors Inc.
N/A—9,932-9,932-100%$2.2M———
Becker Capital Management Inc
N/A—9,870-9,870-100%$2.8M———
Intellectus Partners, LLC
N/A—9,810-9,810-100%$2.8M———
Mendel Capital Management LLC
N/A—9,687-9,687-100%$2.7M———
Frec Markets, Inc.
N/A—9,655-9,655-100%$2.7M———
Meadowbrook Advisors Group, LLC
N/A—9,608-9,608-100%$2.7M———
Kintra Wealth, LLC
N/A—9,495-9,495-100%$2.3M———
Fortis Group Advisors, LLC
N/A—9,493-9,493-100%$2.7M———
Hills Bank & Trust Co
N/A—9,483-9,483-100%$2.7M———
O'rourke & Company, Inc
N/A—9,425-9,425-100%$2.7M———
Bridges Investment Management Inc
N/A—9,393-9,393-100%$2.6M———
Elm Partners Management LLC
N/A—9,303-9,303-100%$2.6M———
Fort Sheridan Advisors LLC
N/A—9,263-9,263-100%$2.6M———
Silvant Capital Management LLC
N/A—9,172-9,172-100%$2.6M———
Altman Advisors, Inc.
N/A—9,157-9,157-100%$2.6M———
Marshall Financial Group, LLC
N/A—9,156-9,156-100%$2.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—9,141-9,141-100%$2.6M———
Cambria Investment Management, L.P.
N/A—9,131-9,131-100%$2.6M———
Fund Advisors of America Inc
N/A—9,070-9,070-100%$2.6M———
Tiaa Wealth Investment Management LLC
N/A—8,996-8,996-100%$2.5M———
Boyd Watterson Asset Management LLC
N/A—8,980-8,980-100%$2.5M———
SageView Advisory Group, LLC
N/A—8,889-8,889-100%$2.5M———
Checchi Capital Advisers, LLC
N/A—8,876-8,876-100%$2.5M———
Fairfield, Bush & Co.
N/A—8,864-8,864-100%$2.5M———
Rowlandmiller & Partners.adv
N/A—8,847-8,847-100%$2.5M———
Qtron Investments LLC
N/A—8,811-8,811-100%$2.5M———
Inspire Advisors, LLC
N/A—8,777-8,777-100%$2.5M———
Clearstead Trust, LLC
N/A—8,744-8,744-100%$2.5M———
Sivia Capital Partners, LLC
N/A—8,739-8,739-100%$2.5M———
Evelyn Partners Group Ltd
N/A—8,736-8,736-100%$2.5M———
Anchor Investment Management, LLC
N/A—8,721-8,721-100%$2.5M———
EFG International AG
N/A—8,693-8,693-100%$2.4M———
Mainstay Capital Management LLC
N/A—8,683-8,683-100%$2.4M———
Founders Financial Alliance, LLC
N/A—8,670-8,670-100%$2.4M———
Pavion Blue Capital, LLC
N/A—8,649-8,649-100%$2.4M———
Nvest Financial, LLC
N/A—8,564-8,564-100%$2.4M———
Fiduciary Group, LLC
N/A—8,557-8,557-100%$2.4M———
Concentric Capital Strategies, LP
N/A—8,533-8,533-100%$2.4M———
Eventide Asset Management, LLC
N/A—8,493-8,493-100%$2.4M———
Mosaic Family Wealth Partners, LLC
N/A—8,452-8,452-100%$2.4M———
Blue Edge Capital, LLC
N/A—8,340-8,340-100%$2.3M———
Evolve Private Wealth, LLC
N/A—8,299-8,299-100%$2.3M———
Mirabaud Asset Management Ltd
N/A—8,298-8,298-100%$2.3M———
Cornerstone Select Advisors, LLC
N/A—8,293-8,293-100%$2.3M———
Caldwell Sutter Capital, Inc.
N/A—8,292-8,292-100%$2.3M———
Texas Yale Capital Corp.
N/A—8,221-8,221-100%$2.3M———
Carl P. Sherr & Co., LLC
N/A—8,182-8,182-100%$2.3M———
Westpac Banking Corp
N/A—8,100-8,100-100%$2.3M———
Stratos Wealth Advisors, LLC
N/A—8,096-8,096-100%$2.3M———
Waterloo Capital, L.P.
N/A—8,081-8,081-100%$2.3M———
Pingora Partners LLC
N/A—8,070-8,070-100%$2.3M———
Burnham & Co LLC
N/A—8,047-8,047-100%$2.3M———
Access Financial Services, Inc.
N/A—7,974-7,974-100%$2.2M———
First National Bank & Trust Co of Newtown
N/A—7,969-7,969-100%$1.8M———
FAS Wealth Partners, Inc.
N/A—7,945-7,945-100%$2.2M———
Affinity Investment Advisors, LLC
N/A—7,892-7,892-100%$2.2M———
Destination Wealth Management
N/A—7,869-7,869-100%$2.2M———
Little House Capital LLC
N/A—7,839-7,839-100%$2.2M———
Dover Advisors, LLC
N/A—7,717-7,717-100%$2.3M———
Warner Financial, Inc
N/A—7,716-7,716-100%$2.2M———
Triton Financial Group Inc
N/A—7,704-7,704-100%$2.2M———
Shepherd Kaplan Krochuk, LLC
N/A—7,704-7,704-100%$2.2M———
Baldwin Investment Management, LLC
N/A—7,699-7,699-100%$2.2M———
Kesler, Norman & Wride, LLC
N/A—7,610-7,610-100%$2.1M———
Colonial Trust Co / SC
N/A—7,609-7,609-100%$2.1M———
Venturi Wealth Management, LLC
N/A—7,582-7,582-100%$2.1M———
Asahi Life Asset Management Co., Ltd.
N/A—7,546-7,546-100%$2.1M———
NCM Capital Management, LLC
N/A—7,478-7,478-100%$2.1M———
IFG Advisory, LLC
N/A—7,438-7,438-100%$2.1M———
IKE Capital, LLC
N/A—7,374-7,374-100%$2.1M———
Personal CFO Solutions, LLC
N/A—7,327-7,327-100%$2.1M———
Meridian Management Co
N/A—7,315-7,315-100%$2.1M———
Paradigm Asset Management Co LLC
N/A—7,300-7,300-100%$2.1M———
Stansberry Asset Management, LLC
N/A—7,230-7,230-100%$2.0M———
Encore Global Management, LP
N/A—7,200-7,200-100%$2.0M———
Capital Financial Group Inc\co\
N/A—7,169-7,169-100%$2.0M———
Townsquare Capital LLC
N/A—7,159-7,159-100%$2.0M———
Advyzon Investment Management, LLC
N/A—7,148-7,148-100%$2.0M———
Federated Hermes, Inc.
N/A—7,135-7,135-100%$2.0M———
Waddell & Associates, LLC
N/A—7,118-7,118-100%$2.0M———
Park Circle Co
N/A—7,100-7,100-100%$2.0M———
Jump Financial, LLC
N/A—7,085-7,085-100%$2.0M———
Valmark Advisers, Inc.
N/A—7,049-7,049-100%$2.0M———
Fortis Capital Management LLC
N/A—6,966-6,966-100%$2.0M———
Aspire Growth Partners LLC
N/A—6,966-6,966-100%$2.0M———
Pure Financial Advisors, LLC
N/A—6,905-6,905-100%$1.9M———
Atlas Capital Advisors Inc.
N/A—6,859-6,859-100%$1.9M———
Silicon Valley Capital Partners
N/A—6,857-6,857-100%$1.9M———
Legacy Financial Advisors, Inc.
N/A—6,852-6,852-100%$1.9M———
Cascade Financial Partners, LLC
N/A—6,820-6,820-100%$1.9M———
Arvest Bank Trust Division
N/A—6,792-6,792-100%$1.9M———
Monetary Management Group Inc
N/A—6,772-6,772-100%$1.9M———
Silver OAK Securities, Incorporated
N/A—6,763-6,763-100%$1.9M———
Clare Market Investments LLC
N/A—6,727-6,727-100%$1.9M———
Science & Technology Partners, L.P.
N/A—6,713-6,713-100%$1.9M———
Fortis Capital Advisors, LLC
N/A—6,688-6,688-100%$1.9M———
Brave Asset Management Inc
N/A—6,593-6,593-100%$1.9M———
Ancora Advisors LLCA
N/A—6,577-6,577-100%$1.8M———
Groupama Asset Managment
N/A—6,571-6,571-100%$1.8M———
Strait & Sound Wealth Management LLC
N/A—6,554-6,554-100%$1.8M———
Pettyjohn, Wood & White, Inc
N/A—6,531-6,531-100%$1.8M———
Kilter Group LLC
N/A—6,514-6,514-100%$1.8M———
Impax Asset Management Group plc
N/A—6,489-6,489-100%$1.8M———
Ellevest, Inc.
N/A—6,476-6,476-100%$1.8M———
Broadwater Capital Management LLC
N/A—6,455-6,455-100%$1.8M———
Marietta Investment Partners LLC
N/A—6,430-6,430-100%$1.8M———
Millstone Evans Group, LLC
N/A—6,407-6,407-100%$1.8M———
Tradition Wealth Management, LLC
N/A—6,401-6,401-100%$1.8M———
Campbell & Co Investment Adviser LLC
N/A—6,380-6,380-100%$1.8M———
Rwwm, Inc.
N/A—6,378-6,378-100%$1.8M———
North Star Asset Management Inc
N/A—6,374-6,374-100%$1.8M———
Martingale Asset Management L P
N/A—6,329-6,329-100%$1.8M———
MJP Associates Inc
N/A—6,314-6,314-100%$1.8M———
Weik Capital Management
N/A—6,308-6,308-100%$1.8M———
Impact Partnership Wealth, LLC
N/A—6,306-6,306-100%$1.8M———
S-Bank Fund Management Ltd
N/A—6,275-6,275-100%$1.8M———
Bingham Private Wealth, LLC
N/A—6,273-6,273-100%$1.8M———
Garrison Point Advisors, LLC
N/A—6,265-6,265-100%$1.8M———
First Commonwealth Financial Corp
N/A—6,224-6,224-100%$1.8M———
Ameriflex Group, Inc.
N/A—6,213-6,213-100%$1.7M———
Boston Family Office LLC
N/A—6,175-6,175-100%$1.7M———
New Republic Capital, LLC
N/A—6,163-6,163-100%$1.7M———
Catalyst Financial Partners LLC
N/A—6,088-6,088-100%$1.7M———
Continuum Advisory, LLC
N/A—6,065-6,065-100%$1.7M———
Natural Investments, LLC
N/A—6,050-6,050-100%$1.7M———
LifePlan Investment Advisors, Inc.
N/A—6,045-6,045-100%$1.7M———
Howe & Rusling Inc
N/A—6,004-6,004-100%$1.7M———
Ironwood Investment Management LLC
N/A—5,944-5,944-100%$1.7M———
Pinnacle West Asset Management, Inc.
N/A—5,940-5,940-100%$1.7M———
AssuredPartners Investment Advisors, LLC
N/A—5,904-5,904-100%$1.7M———
Roundview Capital LLC
N/A—5,901-5,901-100%$1.7M———
PeakShares LLC
N/A—5,897-5,897-100%$1.7M———
MWA Asset Management
N/A—5,866-5,866-100%$1.6M———
Boothbay Fund Management, LLC
N/A—5,854-5,854-100%$1.6M———
Heartland Bank & Trust Co
N/A—5,852-5,852-100%$1.6M———
Winthrop Capital Management, LLC
N/A—5,811-5,811-100%$1.6M———
Keystone Financial Group
N/A—5,801-5,801-100%$1.6M———
Navellier & Associates Inc
N/A—5,792-5,792-100%$1.6M———
Longfellow Investment Management Co LLC
N/A—5,785-5,785-100%$1.6M———
Nomura Asset Management International Inc.
N/A—5,757-5,757-100%$1.6M———
Lbmc Investment Advisors, LLC
N/A—5,743-5,743-100%$1.6M———
Sagewood Asset Management LP
N/A—5,693-5,693-100%$1.6M———
Perennial Investment Advisors, LLC
N/A—5,673-5,673-100%$1.6M———
Redwood Investment Management, LLC
N/A—5,671-5,671-100%$1.6M———
Fairtree Asset Management (Pty) Ltd
N/A—5,633-5,633-100%$1.6M———
Quotient Wealth Partners, LLC
N/A—5,600-5,600-100%$1.6M———
Wealth Alliance, LLC
N/A—5,600-5,600-100%$1.6M———
Northwest Bancshares, Inc.
N/A—5,569-5,569-100%$1.6M———
Athena Investment Management
N/A—5,561-5,561-100%$1.6M———
Hamrick Investment Counsel, llc
N/A—5,536-5,536-100%$1.6M———
Delta Investment Management, LLC
N/A—5,503-5,503-100%$1.5M———
Northwest & Ethical Investments L.P.
N/A—5,466-5,466-100%$1.5M———
First Foundation Advisors
N/A—5,462-5,462-100%$1.5M———
Fox Hill Wealth Management
N/A—5,427-5,427-100%$1.5M———
Secured Retirement Advisors, LLC
N/A—5,371-5,371-100%$1.5M———
CacheTech Inc.
N/A—5,359-5,359-100%$1.5M———
Thoroughbred Financial Services, LLC
N/A—5,307-5,307-100%$1.5M———
Capstone Financial Advisors, Inc.
N/A—5,283-5,283-100%$1.5M———
North Dallas Bank & Trust Co
N/A—5,194-5,194-100%$1.5M———
Cumberland Partners Ltd
N/A—5,180-5,180-100%$1.5M———
Presper Financial Architects, LLC
N/A—5,166-5,166-100%$1.5M———
FirstWave Capital Management LLC
N/A—5,162-5,162-100%$1.5M———
Red Door Wealth Management, LLC
N/A—5,124-5,124-100%$1.4M———
Liberty Wealth Management LLC
N/A—5,095-5,095-100%$1.2M———
Tradewinds, Llc.
N/A—5,091-5,091-100%$2.1M———
Klcm Advisors, Inc.
N/A—5,067-5,067-100%$1.4M———
Heritage Trust Co
N/A—5,051-5,051-100%$1.4M———
Delta Asset Management LLC
N/A—5,048-5,048-100%$1.4M———
Headinvest, LLC
N/A—5,040-5,040-100%$1.4M———
Vaughan Nelson Investment Management, L.P.
N/A—5,025-5,025-100%$1.4M———
Beaton Management Co. Inc.
N/A—4,994-4,994-100%$1.4M———
Wealth Management Associates, Inc.
N/A—4,992-4,992-100%$1.4M———
Aventura Private Wealth, LLC
N/A—4,985-4,985-100%$1.4M———
Brevan Howard Capital Management LP
N/A—4,946-4,946-100%$1.4M———
Smith, Moore & Co.
N/A—4,943-4,943-100%$1.4M———
Sfmg, LLC
N/A—4,933-4,933-100%$1.4M———
Broderick Brian C
N/A—4,901-4,901-100%$1.4M———
Quent Capital, LLC
N/A—4,901-4,901-100%$1.4M———
Dark Forest Capital Management LP
N/A—4,881-4,881-100%$1.4M———
Sumitomo Life Insurance Co
N/A—4,850-4,850-100%$1.4M———
Ethos Financial Group, LLC
N/A—4,846-4,846-100%$1.1M———
Crewe Advisors LLC
N/A—4,811-4,811-100%$1.4M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,788-4,788-100%$1.3M———
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
N/A—4,759-4,759-100%$1.3M———
Alteri Wealth LLC
N/A—4,749-4,749-100%$1.3M———
Trustco Bank Corp N Y
N/A—4,731-4,731-100%$1.3M———
TRB Wealth Management, LLC
N/A—4,713-4,713-100%$1.3M———
Westfuller Advisors, LLC
N/A—4,702-4,702-100%$1.3M———
Mrwm Advisors, LLC
N/A—4,693-4,693-100%$1.3M———
Severin Investments, LLC
N/A—4,692-4,692-100%$1.3M———
Oxford Financial Group, Ltd. LLC
N/A—4,681-4,681-100%$1.3M———
Richmond Brothers, Inc.
N/A—4,674-4,674-100%$1.3M———
Operose Advisors LLC
N/A—4,666-4,666-100%$1.3M———
Heritage Wealth Advisors
N/A—4,661-4,661-100%$1.3M———
SOA Wealth Advisors, Llc.
N/A—4,652-4,652-100%$1.3M———
one8zero8, LLC
N/A—4,627-4,627-100%$1.3M———
Byrne Financial Freedom, LLC
N/A—4,622-4,622-100%$1.3M———
Piedmont Capital Management, LLC
N/A—4,601-4,601-100%$1.3M———
Plotkin Financial Advisors, LLC
N/A—4,552-4,552-100%$1.3M———
Cornerstone Advisors Asset Management, LLC
N/A—4,529-4,529-100%$1.3M———
Chesapeake Asset Management LLC
N/A—4,525-4,525-100%$1.3M———
Argent Advisors, Inc.
N/A—4,515-4,515-100%$1.3M———
Pursuit Wealth Strategies, LLC
N/A—4,505-4,505-100%$1.3M———
GWN Securities Inc.
N/A—4,494-4,494-100%$1.3M———
Lafayette Investments, Inc.
N/A—4,492-4,492-100%$1.3M———
Cape ANN Savings Bank
N/A—4,479-4,479-100%$1.3M———
Uniting Wealth Partners, LLC
N/A—4,473-4,473-100%$1.3M———
Castlekeep Investment Advisors LLC
N/A—4,472-4,472-100%$1.3M———
Gateway Wealth Partners, LLC
N/A—4,466-4,466-100%$1.3M———
Rogco, LP
N/A—4,463-4,463-100%$1.3M———
Sovereign Financial Group, Inc.
N/A—4,459-4,459-100%$1.3M———
West Family Investments, Inc.
N/A—4,412-4,412-100%$1.2M———
Cornerstone Advisory, LLC
N/A—4,400-4,400-100%$1.2M———
OneAscent Financial Services LLC
N/A—4,397-4,397-100%$1.2M———
Matrix Private Capital Group LLC
N/A—4,393-4,393-100%$1.2M———
Baader Bank Aktiengesellschaft
N/A—4,384-4,384-100%$1.2M———
Citizens Business Bank
N/A—4,377-4,377-100%$1.2M———
Dempze Nancy E
N/A—4,360-4,360-100%$1.2M———
Lavaca Capital LLC
N/A—4,351-4,351-100%$1.2M———
Lcnb Corp
N/A—4,343-4,343-100%$1.2M———
Strategic Financial Services, Inc.
N/A—4,332-4,332-100%$1.2M———
Vega Investment Solutions
N/A—4,330-4,330-100%$1.2M———
Gallagher Fiduciary Advisors, LLC
N/A—4,329-4,329-100%$1.2M———
ForthRight Wealth Management, LLC
N/A—4,327-4,327-100%$1.2M———
Permanent Capital Management, LP
N/A—4,298-4,298-100%$1.2M———
Blue Chip Partners, LLC
N/A—4,277-4,277-100%$1.2M———
R.m.sincerbeaux Capital Management LLC
N/A—4,273-4,273-100%$1.2M———
Earned Wealth Advisors, LLC
N/A—4,216-4,216-100%$1.2M———
BBR Partners, LLC
N/A—4,198-4,198-100%$1.2M———
Delos Wealth Advisors, LLC
N/A—4,193-4,193-100%$1.2M———
Sandy Cove Advisors, LLC
N/A—4,144-4,144-100%$1.2M———
Banyan Capital Management, Inc.
N/A—4,112-4,112-100%$1.2M———
Cramer Rosenthal Mcglynn LLC
N/A—4,065-4,065-100%$1.1M———
Oder Investment Management, LLC
N/A—4,060-4,060-100%$1.1M———
Vista Capital Partners, Inc.
N/A—4,047-4,047-100%$1.1M———
AlTi Global, Inc.
N/A—4,016-4,016-100%$1.1M———
Centaurus Financial, Inc.
N/A—4,005-4,005-100%$1.1M———
Hutchinson Capital Management
N/A—3,993-3,993-100%$1.1M———
Medallion Wealth Advisors, LLC
N/A—3,975-3,975-100%$1.1M———
Arbor Trust Wealth Advisors, LLC
N/A—3,972-3,972-100%$1.1M———
Cape COD Five Cents Savings Bank
N/A—3,966-3,966-100%$1.1M———
Navis Wealth Advisors, LLC
N/A—3,960-3,960-100%$1.1M———
NBH Bank
N/A—3,952-3,952-100%$1.1M———
Pincus Capital Management, LP
N/A—3,935-3,935-100%$1.1M———
Prasad Wealth Partners, LLC
N/A—3,918-3,918-100%$1.1M———
SHP Wealth Management
N/A—3,915-3,915-100%$1.1M———
GeoWealth Management, LLC
N/A—3,900-3,900-100%$1.1M———
East Coast Asset Management, Llc.
N/A—3,883-3,883-100%$1.1M———
Blackhawk Capital Partners, LLC
N/A—3,862-3,862-100%$1.1M———
Spirepoint Private Client, LLC
N/A—3,862-3,862-100%$1.1M———
Oxbow Advisors, LLC
N/A—3,849-3,849-100%$1.1M———
FWG Holdings, LLC
N/A—3,844-3,844-100%$823.3K———
Rothschild Wealth LLC
N/A—3,823-3,823-100%$1.1M———
Delaney Capital Management Ltd.
N/A—3,804-3,804-100%$1.1M———
Hexagon Capital Partners LLC
N/A—3,779-3,779-100%$1.1M———
Strategic Investment Solutions, Inc.
N/A—3,762-3,762-100%$1.1M———
Sompo Asset Management Co., Ltd.
N/A—3,750-3,750-100%$1.1M———
Keynote Financial Services LLC
N/A—3,748-3,748-100%$1.1M———
DF Dent & Co Inc
N/A—3,742-3,742-100%$1.1M———
Syon Capital LLC
N/A—3,706-3,706-100%$1.0M———
Tyche Wealth Partners LLC
N/A—3,698-3,698-100%$1.0M———
Mairs & Power Inc
N/A—3,647-3,647-100%$1.0M———
HTG Investment Advisors, Inc.
N/A—3,623-3,623-100%$1.0M———
Mattson Financial Services, LLC
N/A—3,619-3,619-100%$792.7K———
Callahan Advisors, LLC
N/A—3,618-3,618-100%$1.0M———
Planning Alternatives LTD
N/A—3,594-3,594-100%$1.0M———
Magnolia Capital Advisors LLC
N/A—3,590-3,590-100%$1.0M———
Jackson, Grant Investment Advisers, Inc.
N/A—3,576-3,576-100%$1.0M———
Univest Financial Corp
N/A—3,575-3,575-100%$1.0M———
Horizon Kinetics Asset Management LLC
N/A—3,570-3,570-100%$1.0M———
IMA Advisory Services, Inc.
N/A—3,566-3,566-100%$1.0M———
Thompson David Blair
N/A—3,542-3,542-100%$996.0K———
South Dakota Investment Council
N/A—3,514-3,514-100%$988.0K———
Monetta Financial Services Inc
N/A—3,500-3,500-100%$984.2K———
Institute for Wealth Management, Llc.
N/A—3,500-3,500-100%$984.2K———
West Michigan Advisors, LLC
N/A—3,471-3,471-100%$976.2K———
BSW Wealth Partners
N/A—3,460-3,460-100%$973.0K———
Francis Financial, Inc.
N/A—3,446-3,446-100%$969.0K———
Family Manage LLC
N/A—3,427-3,427-100%$963.7K———
Bontempo Ohly Capital Mgmt LLC
N/A—3,413-3,413-100%$959.8K———
Financial Sense Advisors, Inc.
N/A—3,408-3,408-100%$958.5K———
Wellspring Financial Advisors, LLC
N/A—3,401-3,401-100%$956.4K———
Fort Point Capital Partners LLC
N/A—3,395-3,395-100%$954.7K———
Strategic Financial Concepts, LLC
N/A—3,389-3,389-100%$952.9K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—3,352-3,352-100%$942.6K———
LaSalle St. Investment Advisors, LLC
N/A—3,348-3,348-100%$941.6K———
Southeast Asset Advisors, LLC
N/A—3,344-3,344-100%$940.4K———
Prelude Capital Management, LLC
N/A—3,342-3,342-100%$939.8K———
Peak Asset Management, LLC
N/A—3,339-3,339-100%$939.0K———
Bouchey Financial Group, Ltd.
N/A—3,336-3,336-100%$938.3K———
Palisade Capital Management, LP
N/A—3,333-3,333-100%$937.3K———
Gilbert & Cook, Inc.
N/A—3,324-3,324-100%$934.7K———
Wimmer Associates 1, LLC
N/A—3,323-3,323-100%$934.5K———
Pasadena Private Wealth, LLC
N/A—3,321-3,321-100%$933.9K———
Geometric Wealth Advisors
N/A—3,320-3,320-100%$933.6K———
ABN Amro Bank N.V.
N/A—3,318-3,318-100%$931.8K———
Houlihan Financial Resource Group, Ltd.
N/A—3,305-3,305-100%$929.7K———
Stonebridge Financial Group, LLC
N/A—3,299-3,299-100%$927.0K———
Cardiff Park Advisors, LLC
N/A—3,277-3,277-100%$921.4K———
Boston Research & Management Inc
N/A—3,260-3,260-100%$916.9K———
Bank of Hawaii
N/A—3,258-3,258-100%$916.2K———
Vienna Asset Management LLC
N/A—3,254-3,254-100%$915.1K———
Harbor Advisory Corp
N/A—3,236-3,236-100%$910.0K———
Garden State Investment Advisory Services LLC
N/A—3,231-3,231-100%$908.7K———
Tripletail Wealth Management, LLC
N/A—3,213-3,213-100%$930.2K———
Frisch Financial Group, Inc.
N/A—3,211-3,211-100%$903.0K———
One Capital Management, LLC
N/A—3,200-3,200-100%$775.8K———
Port Capital LLC
N/A—3,153-3,153-100%$886.7K———
First Western Trust Bank
N/A—3,151-3,151-100%$886.1K———
Bedel Financial Consulting, Inc.
N/A—3,151-3,151-100%$886.2K———
Stokes Family Office, LLC
N/A—3,148-3,148-100%$885.4K———
Allred Capital Management, LLC
N/A—3,147-3,147-100%$884.9K———
Hemenway Trust Co LLC
N/A—3,147-3,147-100%$885.0K———
Sittner & Nelson, LLC
N/A—3,145-3,145-100%$884.5K———
Vanguard National Trust Co
N/A—3,135-3,135-100%$881.6K———
Advance Capital Management, Inc.
N/A—3,127-3,127-100%$879.2K———
First Command Advisory Services, Inc.
N/A—3,121-3,121-100%$877.7K———
Keebeck Wealth Management
N/A—3,097-3,097-100%$870.9K———
Goldstone Financial Group, LLC
N/A—3,085-3,085-100%$867.6K———
Auxano Advisors, LLC
N/A—3,075-3,075-100%$864.8K———
Ridge Creek Global, Inc
N/A—3,075-3,075-100%$864.7K———
Camarda Financial Advisors, LLC
N/A—3,074-3,074-100%$864.4K———
Purpose Unlimited Inc.
N/A—3,057-3,057-100%$859.7K———
LRI Investments, LLC
N/A—3,057-3,057-100%$859.8K———
Clark Estates Inc
N/A—3,055-3,055-100%$859.1K———
Disciplined Investors, L.L.C.
N/A—3,054-3,054-100%$858.7K———
South Plains Financial, Inc.
N/A—3,046-3,046-100%$856.5K———
ESL Trust Services, LLC
N/A—3,040-3,040-100%$854.9K———
Insight 2811, Inc.
N/A—3,021-3,021-100%$849.5K———
OneAscent Family Office, LLC
N/A—3,010-3,010-100%$846.5K———
Wiregrass Investment Management LLC
N/A—3,001-3,001-100%$844.0K———
Kelly Lawrence W & Associates Inc
N/A—3,000-3,000-100%$843.6K———
Sprott Inc.
N/A—3,000-3,000-100%$843.6K———
Legacy Capital Group California, Inc.
N/A—2,989-2,989-100%$840.5K———
Novare Capital Management LLC
N/A—2,988-2,988-100%$840.2K———
Brendel Financial Advisors LLC
N/A—2,983-2,983-100%$838.9K———
Somerville Kurt F
N/A—2,980-2,980-100%$838.0K———
Endeavor Private Wealth, Inc.
N/A—2,967-2,967-100%$834.3K———
Phillips Wealth Planners LLC
N/A—2,960-2,960-100%$906.1K———
Walter & Keenan Wealth Management LLC
N/A—2,942-2,942-100%$827.3K———
Bull Harbor Capital LLC
N/A—2,933-2,933-100%$824.8K———
Optas, LLC
N/A—2,931-2,931-100%$824.2K———
WNY Asset Management, LLC
N/A—2,927-2,927-100%$823.2K———
Sand Hill Global Advisors, LLC
N/A—2,916-2,916-100%$820.0K———
Thomasville National Bank
N/A—2,915-2,915-100%$819.7K———
Ellenbecker Investment Group
N/A—2,914-2,914-100%$819.6K———
Carr Financial Group Corp
N/A—2,904-2,904-100%$816.5K———
Three Bearings Fiduciary Advisors, Inc.
N/A—2,902-2,902-100%$816.1K———
Paradigm Capital Management Inc
N/A—2,900-2,900-100%$815.5K———
Causey Wealth LLC
N/A—2,893-2,893-100%$813.5K———
Ponta Wealth Partners, LLC
N/A—2,892-2,892-100%$813.3K———
Wescott Financial Advisory Group, LLC
N/A—2,887-2,887-100%$811.9K———
Morris Financial Concepts, Inc.
N/A—2,886-2,886-100%$811.5K———
Sachetta, LLC
N/A—2,884-2,884-100%$811.0K———
Drucker Wealth 3.0, LLC
N/A—2,868-2,868-100%$806.7K———
CVA Family Office, LLC
N/A—2,863-2,863-100%$805.1K———
Advisor Resource Council
N/A—2,859-2,859-100%$852.7K———
Duncan Williams Asset Management, LLC
N/A—2,858-2,858-100%$803.6K———
Libra Wealth LLC
N/A—2,851-2,851-100%$801.7K———
Patron Partners, LLC
N/A—2,839-2,839-100%$798.4K———
Zions Bancorporation, National Association
N/A—2,838-2,838-100%$798.1K———
Invictus Private Wealth, LLC
N/A—2,835-2,835-100%$797.2K———
Osborne Partners Capital Management, LLC
N/A—2,827-2,827-100%$795.0K———
Truvestments Capital LLC
N/A—2,822-2,822-100%$793.5K———
Evernest Financial Advisors, LLC
N/A—2,816-2,816-100%$791.9K———
Cahill Financial Advisors Inc
N/A—2,809-2,809-100%$790.0K———
Prestige Wealth Management Group LLC
N/A—2,806-2,806-100%$789.1K———
Bantamac Capital, LLC
N/A—2,800-2,800-100%$787.4K———
Orion Capital Management LLC
N/A—2,791-2,791-100%$784.8K———
One Charles Private Wealth Services, LLC
N/A—2,784-2,784-100%$783.0K———
Hilltop Partners LLC
N/A—2,776-2,776-100%$780.7K———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—2,775-2,775-100%$780.4K———
Acorns Advisers, LLC
N/A—2,773-2,773-100%$780.0K———
Transamerica Financial Advisors, LLC
N/A—2,767-2,767-100%$778.3K———
CMC Financial Group
N/A—2,742-2,742-100%$771.1K———
Disciplined Investments, LLC
N/A—2,741-2,741-100%$770.8K———
Glen Eagle Advisors, LLC
N/A—2,736-2,736-100%$769.3K———
Cambient Family Office, LLC
N/A—2,731-2,731-100%$768.0K———
Investment Advisory Group, LLC
N/A—2,730-2,730-100%$767.6K———
FourThought Financial Partners, LLC
N/A—2,724-2,724-100%$766.0K———
United Bank
N/A—2,713-2,713-100%$762.9K———
Summitry LLC
N/A—2,706-2,706-100%$761.0K———
Eagle Capital Management LLC
N/A—2,700-2,700-100%$759.3K———
TCM Advisors, LLC
N/A—2,700-2,700-100%$759.3K———
LSV Asset Management
N/A—2,700-2,700-100%$759.0K———
Adams Wealth Management
N/A—2,689-2,689-100%$756.2K———
Wealthquest Corp
N/A—2,677-2,677-100%$752.9K———
SPG Advisors LLC
N/A—2,676-2,676-100%$752.5K———
Bernicke Wealth Management, Ltd.
N/A—2,672-2,672-100%$751.4K———
Chase Investment Counsel Corp
N/A—2,668-2,668-100%$750.0K———
Alesco Advisors, LLC, An ESL Co
N/A—2,663-2,663-100%$748.8K———
Wayfinding Financial, LLC
N/A—2,663-2,663-100%$748.0K———
Chesapeake Wealth Management
N/A—2,661-2,661-100%$748.3K———
Doheny Asset Management
N/A—2,645-2,645-100%$744.0K———
VSM Wealth Advisory, LLC
N/A—2,635-2,635-100%$741.0K———
Eldridge Investment Advisors, Inc.
N/A—2,622-2,622-100%$737.3K———
Voleon Capital Management LP
N/A—2,613-2,613-100%$734.8K———
V. M. Manning & Co., Inc.
N/A—2,598-2,598-100%$730.7K———
Rexford Capital Inc
N/A—2,584-2,584-100%$726.6K———
Sunbeam Capital Management, LLC
N/A—2,582-2,582-100%$726.2K———
Alta Wealth Advisors LLC
N/A—2,570-2,570-100%$722.8K———
Wrapmanager Inc
N/A—2,569-2,569-100%$722.4K———
Everpar Advisors LLC
N/A—2,566-2,566-100%$721.6K———
Northstar Financial Companies, Inc.
N/A—2,566-2,566-100%$721.5K———
Fiera Capital Corp
N/A—2,564-2,564-100%$721.0K———
Cyber Hornet ETFs LLC
N/A—2,561-2,561-100%$720.2K———
CM Wealth Advisors LLC
N/A—2,559-2,559-100%$719.6K———
Stratos Investment Management, LLC
N/A—2,551-2,551-100%$717.5K———
Tortoise Investment Management, LLC
N/A—2,550-2,550-100%$717.0K———
McElhenny Sheffield Capital Management, LLC
N/A—2,537-2,537-100%$713.4K———
Holistic Financial Partners
N/A—2,532-2,532-100%$712.0K———
Citizens & Northern Corp
N/A—2,532-2,532-100%$712.0K———
Financial Advisors Network, Inc.
N/A—2,527-2,527-100%$710.7K———
Retirement Income Solutions, Inc
N/A—2,524-2,524-100%$611.8K———
Joule Financial, LLC
N/A—2,524-2,524-100%$710.0K———
First Financial Bankshares Inc
N/A—2,522-2,522-100%$709.2K———
PlanVest Financial, Inc
N/A—2,511-2,511-100%$706.1K———
von Borstel & Associates, Inc.
N/A—2,497-2,497-100%$702.0K———
Tiaa Trust, National Association
N/A—2,497-2,497-100%$702.2K———
Northstar Advisory Group, LLC
N/A—2,488-2,488-100%$699.7K———
STG Securities, LLC
N/A—2,476-2,476-100%$696.3K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—2,470-2,470-100%$694.6K———
AM Investment Strategies LLC
N/A—2,465-2,465-100%$693———
Rench Wealth Management, Inc.
N/A—2,463-2,463-100%$692.5K———
McGowan Group Asset Management, Inc.
N/A—2,452-2,452-100%$689.5K———
Summit Wealth Partners, LLC
N/A—2,444-2,444-100%$687.2K———
Tulsa Wealth Advisors, Inc
N/A—2,436-2,436-100%$685.1K———
Earnest Partners LLC
N/A—2,434-2,434-100%$684.5K———
Tudor Financial Inc.
N/A—2,406-2,406-100%$676.5K———
Godfrey Financial Associates, Inc.
N/A—2,401-2,401-100%$675.2K———
Aristotle Atlantic Partners, LLC
N/A—2,400-2,400-100%$674.9K———
Trillium Asset Management, LLC
N/A—2,388-2,388-100%$671.4K———
Wealth Management Strategies, Inc.
N/A—2,371-2,371-100%$666.7K———
Chancellor Financial Group WB LP
N/A—2,361-2,361-100%$663.9K———
Caerus Investment Advisors, LLC
N/A—2,360-2,360-100%$663.7K———
Per Stirling Capital Management, Llc.
N/A—2,341-2,341-100%$658.4K———
Dividend Assets Capital, LLC
N/A—2,322-2,322-100%$653.0K———
Rockbridge Investment Management, LCC
N/A—2,312-2,312-100%$650.1K———
PCM Encore, LLC
N/A—2,310-2,310-100%$649.6K———
Cary Street Partners Investment Advisory LLC
N/A—2,300-2,300-100%$646.6K———
Fora Capital, LLC
N/A—2,298-2,298-100%$646.3K———
Daybright Advisory Services, Inc.
N/A—2,294-2,294-100%$513.1K———
Wilson & Boucher Capital Management, LLC
N/A—2,285-2,285-100%$642.6K———
Empirical Asset Management, LLC
N/A—2,282-2,282-100%$641.8K———
Ballast Advisors LLC
N/A—2,267-2,267-100%$637.6K———
LGL Partners, LLC
N/A—2,266-2,266-100%$637.1K———
Stonebrook Private Inc.
N/A—2,261-2,261-100%$635.8K———
Pgim Custom Harvest LLC
N/A—2,260-2,260-100%$635.6K———
Jackson Thornton Wealth Management, LLC
N/A—2,251-2,251-100%$633.0K———
Centric Wealth Management
N/A—2,234-2,234-100%$512.7K———
WFA of San Diego, LLC
N/A—2,233-2,233-100%$529.5K———
Prosperity Bancshares Inc
N/A—2,217-2,217-100%$623.4K———
Wealthedge Investment Advisors, LLC
N/A—2,212-2,212-100%$622.2K———
US Asset Management LLC
N/A—2,200-2,200-100%$618.7K———
Dash Acquisitions Inc.
N/A—2,200-2,200-100%$519.2K———
Accretive Wealth Partners, LLC
N/A—2,199-2,199-100%$618.5K———
Whalerock Point Partners, LLC
N/A—2,198-2,198-100%$618.1K———
PSI Advisors, LLC
N/A—2,195-2,195-100%$617.3K———
Lansing Street Advisors
N/A—2,173-2,173-100%$611.0K———
Fi3 Financial Advisors, LLC
N/A—2,156-2,156-100%$624.0K———
CNB Bank
N/A—2,151-2,151-100%$604.9K———
Boyar Asset Management Inc.
N/A—2,145-2,145-100%$603.3K———
Knott David M Jr
N/A—2,142-2,142-100%$602.4K———
Resolute Wealth Strategies, LLC
N/A—2,134-2,134-100%$600.2K———
Z3 Capital Partners, LLC
N/A—2,127-2,127-100%$598.1K———
Providence Financial Advisors, LLC
N/A—2,113-2,113-100%$594.2K———
Tower Wealth Partners, Inc.
N/A—2,070-2,070-100%$582.1K———
Chelsea Counsel Co
N/A—2,057-2,057-100%$578.4K———
Burling Wealth Partners, LLC
N/A—2,051-2,051-100%$576.8K———
CFM Wealth Partners LLC
N/A—2,041-2,041-100%$574.0K———
Systematic Alpha Investments, LLC
N/A—2,040-2,040-100%$573.7K———
VeraBank, N.A.
N/A—2,040-2,040-100%$573.7K———
Channel Wealth LLC
N/A—2,038-2,038-100%$573.1K———
Edgestream Partners, L.P.
N/A—2,030-2,030-100%$570.9K———
GTS Securities LLC
N/A—2,021-2,021-100%$568.3K———
Loomis Sayles & Co L P
N/A—2,020-2,020-100%$568.0K———
Capital Markets Trading UK LLP
N/A—2,017-2,017-100%$567.0K———
Texas Capital Bank Wealth Management Services Inc
N/A—2,012-2,012-100%$565.8K———
Beacon Investment Advisors LLC
N/A—2,009-2,009-100%$565.0K———
Fortress Private Ledger, LLC
N/A—2,002-2,002-100%$562.9K———
Arrowroot Family Office, LLC
N/A—1,976-1,976-100%$555.8K———
Buckley Wealth Management, LLC
N/A—1,970-1,970-100%$554.0K———
Planning Center, Inc.
N/A—1,970-1,970-100%$554.0K———
Counterweight Ventures, LLC
N/A—1,966-1,966-100%$552.9K———
Everest Financial Group LLC
N/A—1,962-1,962-100%$551.7K———
MA Private Wealth
N/A—1,960-1,960-100%$551.2K———
Madison Wealth Partners, Inc
N/A—1,956-1,956-100%$550.0K———
Westerkirk Capital Inc.
N/A—1,953-1,953-100%$549.2K———
Resurgent Financial Advisors LLC
N/A—1,952-1,952-100%$548.9K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—1,944-1,944-100%$546.6K———
American Investment Services, Inc.
N/A—1,937-1,937-100%$544.7K———
New World Advisors LLC
N/A—1,936-1,936-100%$544.4K———
Pennington Partners & Co., LLC
N/A—1,932-1,932-100%$543.3K———
Parvin Asset Management, LLC
N/A—1,930-1,930-100%$542.7K———
Khazanah Nasional Berhad
N/A—1,915-1,915-100%$538.5K———
FSB Premier Wealth Management, Inc.
N/A—1,914-1,914-100%$538.3K———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,909-1,909-100%$536.8K———
King Wealth Management Group
N/A—1,907-1,907-100%$536.0K———
Legacy Trust
N/A—1,881-1,881-100%$529.0K———
Engineers Gate Manager LP
N/A—1,872-1,872-100%$526.4K———
Diamant Asset Management, Inc.
N/A—1,860-1,860-100%$523.1K———
Aberdeen Wealth Management LLC
N/A—1,857-1,857-100%$522.2K———
XTX Topco Ltd
N/A—1,848-1,848-100%$519.7K———
City National Bank of Florida
N/A—1,847-1,847-100%$519.4K———
Beck Mack & Oliver LLC
N/A—1,826-1,826-100%$513.5K———
Marble Harbor Investment Counsel, LLC
N/A—1,823-1,823-100%$512.6K———
Miller Investment Management, LP
N/A—1,822-1,822-100%$512.4K———
Stonebridge Financial Group, LLC / MO
N/A—1,816-1,816-100%$510.8K———
Wellington Grp LLC
N/A—1,814-1,814-100%$510.1K———
WealthShield Partners, LLC
N/A—1,813-1,813-100%$509.9K———
Birchcreek Wealth Management, LLC
N/A—1,808-1,808-100%$508.4K———
BOK Financial Private Wealth, Inc.
N/A—1,799-1,799-100%$505.9K———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,797-1,797-100%$505.3K———
RB Capital Management, LLC
N/A—1,794-1,794-100%$504.4K———
Coston, McIsaac & Partners
N/A—1,792-1,792-100%$504.0K———
Brookwood Investment Group LLC
N/A—1,790-1,790-100%$503.4K———
AlphaGrep UK Ltd
N/A—1,784-1,784-100%$501.7K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—1,781-1,781-100%$500.8K———
Dana Investment Advisors, Inc.
N/A—1,767-1,767-100%$496.9K———
Fielder Capital Group LLC
N/A—1,753-1,753-100%$492.9K———
Innovative Asset Advisors Group, LLC
N/A—1,749-1,749-100%$491.9K———
Marathon Trading Investment Management LLC
N/A—1,749-1,749-100%$491.8K———
Pioneer Trust Bank N A
N/A—1,748-1,748-100%$491.6K———
Bearing Point Capital, LLC
N/A—1,746-1,746-100%$491.0K———
Guardian Wealth Advisors, LLC / NC
N/A—1,739-1,739-100%$489.1K———
Ascension Capital Advisors, Inc.
N/A—1,729-1,729-100%$486.2K———
Gould Asset Management LLC
N/A—1,724-1,724-100%$484.8K———
Blueshift Asset Management, LLC
N/A—1,722-1,722-100%$484.2K———
Ariadne Wealth Management, LP
N/A—1,716-1,716-100%$482.6K———
EWA, LLC
N/A—1,709-1,709-100%$480.5K———
Kiker Wealth Management, LLC
N/A—1,708-1,708-100%$480.2K———
Asset Management Group, Inc.
N/A—1,707-1,707-100%$480.0K———
Betterment LLC
N/A—1,706-1,706-100%$480.0K———
Steelhead Wealth Management LLC
N/A—1,700-1,700-100%$478.0K———
Cohen & Steers, Inc.
N/A—1,700-1,700-100%$478.0K———
Mcguire Capital Advisors Inc
N/A—1,698-1,698-100%$477.4K———
Vision Retirement, LLC
N/A—1,698-1,698-100%$477.6K———
Teachers Insurance & Annuity Association of America
N/A—1,694-1,694-100%$476.4K———
S&T Bank
N/A—1,688-1,688-100%$474.7K———
HFM Investment Advisors, LLC
N/A—1,682-1,682-100%$472.9K———
Abbot Financial Management, Inc.
N/A—1,679-1,679-100%$472.2K———
Iconiq Capital, LLC
N/A—1,676-1,676-100%$471.3K———
truNorth Financial Services, Inc.
N/A—1,674-1,674-100%$470.7K———
CoreFirst Bank & Trust
N/A—1,666-1,666-100%$468.5K———
Harvest Portfolios Group Inc.
N/A—1,666-1,666-100%$468.5K———
Liberty One Investment Management, LLC
N/A—1,665-1,665-100%$468.1K———
Peak Planning Group, LLC
N/A—1,660-1,660-100%$466.9K———
KEB Asset Management, LLC
N/A—1,658-1,658-100%$466.1K———
Kiley Juergens Wealth Management, LLC
N/A—1,656-1,656-100%$465.6K———
Vantus Wealth LLC
N/A—1,651-1,651-100%$464.3K———
Parkwoods Wealth Partners, LLC
N/A—1,643-1,643-100%$462.0K———
Brand Asset Management Group, Inc.
N/A—1,636-1,636-100%$460.1K———
Nicholson Wealth Management Group, LLC
N/A—1,632-1,632-100%$458.9K———
Swiss RE LTD
N/A—1,632-1,632-100%$458.9K———
Brown Financial Advisors
N/A—1,615-1,615-100%$454.2K———
Krane Funds Advisors LLC
N/A—1,614-1,614-100%$453.9K———
Manning & Napier Advisors LLC
N/A—1,612-1,612-100%$448.1K———
Koss-Olinger Consulting, LLC
N/A—1,610-1,610-100%$452.7K———
Nicholson Meyer Capital Management, Inc.
N/A—1,610-1,610-100%$452.7K———
Tiemann Investment Advisors, LLC
N/A—1,605-1,605-100%$451.3K———
Twin Tree Management, LP
N/A—1,587-1,587-100%$446.3K———
Claret Asset Management Corp
N/A—1,580-1,580-100%$444.0K———
Range Advisory, LLC
N/A—1,580-1,580-100%$444.2K———
Seeds Investor LLC
N/A—1,574-1,574-100%$442.6K———
EntryPoint Capital, LLC
N/A—1,563-1,563-100%$439.5K———
Cofg Advisors, LLC
N/A—1,556-1,556-100%$437.5K———
Harvest Investment Services, LLC
N/A—1,555-1,555-100%$437.3K———
Second Line Capital, LLC
N/A—1,553-1,553-100%$436.7K———
Qube Research & Technologies Ltd
N/A—1,552-1,552-100%$436.4K———
Paragon Financial Partners, Inc.
N/A—1,545-1,545-100%$345.5K———
Polymer Capital Management (US) LLC
N/A—1,534-1,534-100%$431.4K———
Sage Financial Management Group, Inc.
N/A—1,530-1,530-100%$430.4K———
Alexander Labrunerie & Co., Inc.
N/A—1,530-1,530-100%$430.2K———
JT Stratford LLC
N/A—1,525-1,525-100%$428.8K———
Coastwise Capital Group, LLC
N/A—1,517-1,517-100%$426.7K———
Exit Wealth Advisors, Llc.
N/A—1,515-1,515-100%$426.0K———
Monograph Wealth Advisors, LLC
N/A—1,514-1,514-100%$425.8K———
TAGStone Capital, Inc.
N/A—1,513-1,513-100%$425.4K———
Berkeley Capital Partners, LLC
N/A—1,506-1,506-100%$423.5K———
Fortune Financial Advisors, LLC
N/A—1,500-1,500-100%$421.8K———
New South Capital Management Inc
N/A—1,500-1,500-100%$421.8K———
Topsail Wealth Management, LLC
N/A—1,487-1,487-100%$418.2K———
Falcon Wealth Planning
N/A—1,484-1,484-100%$417.2K———
LWM Advisory Services, LLC
N/A—1,482-1,482-100%$416.8K———
Sound Portfolio Advisors, LLC
N/A—1,479-1,479-100%$415.9K———
Strategic Investment Advisors / MI
N/A—1,472-1,472-100%$413.8K———
Twin Lakes Capital Management, LLC
N/A—1,465-1,465-100%$411.8K———
Fiducient Advisors LLC
N/A—1,463-1,463-100%$411.4K———
Wealth Advisors of Iowa, LLC
N/A—1,456-1,456-100%$409.3K———
Leigh Baldwin & Co., LLC
N/A—1,452-1,452-100%$408.4K———
ProVise Management Group, LLC
N/A—1,450-1,450-100%$407.7K———
Holocene Advisors, LP
N/A—1,444-1,444-100%$406.1K———
Serenus Wealth Advisors, LLC
N/A—1,438-1,438-100%$404.5K———
Wealthspire Retirement, LLC
N/A—1,437-1,437-100%$404.0K———
Colonial Trust Advisors
N/A—1,429-1,429-100%$401.9K———
Wallace Advisory Group, LLC
N/A—1,417-1,417-100%$398.5K———
Lotus Technology Management, LP
N/A—1,411-1,411-100%$396.8K———
GW&K Investment Management, LLC
N/A—1,410-1,410-100%$397.0K———
Bolthouse Investments, LLC
N/A—1,410-1,410-100%$396.5K———
Compass Capital Corp
N/A—1,410-1,410-100%$329.4K———
Peak Retirement Planning, Inc.
N/A—1,408-1,408-100%$395.8K———
HC Advisors, LLC
N/A—1,405-1,405-100%$395.1K———
Silver Coast Investments LLC
N/A—1,402-1,402-100%$394.3K———
WJ Financial Advisors LLC
N/A—1,391-1,391-100%$391.2K———
CFO4Life Group, LLC
N/A—1,386-1,386-100%$389.6K———
Florida Financial Advisors, LLC
N/A—1,379-1,379-100%$388.0K———
LM Advisors LLC
N/A—1,377-1,377-100%$387.0K———
WMS Group LLC
N/A—1,373-1,373-100%$386.1K———
BlackDiamond Wealth Management, LLC
N/A—1,372-1,372-100%$324.2K———
Bank Hapoalim BM
N/A—1,368-1,368-100%$385.0K———
Conservest Capital Advisors, Inc.
N/A—1,367-1,367-100%$384.4K———
Keating Financial Advisory Services, Inc.
N/A—1,360-1,360-100%$382.4K———
Alongside, LLC
N/A—1,360-1,360-100%$382.5K———
49 Wealth Management, LLC
N/A—1,360-1,360-100%$382.5K———
Curio Wealth, LLC
N/A—1,354-1,354-100%$380.8K———
M. Kulyk & Associates, LLC
N/A—1,351-1,351-100%$380.0K———
Bayban
N/A—1,351-1,351-100%$379.9K———
Sandro Wealth Management LLC
N/A—1,348-1,348-100%$379.0K———
Rock Point Advisors, LLC
N/A—1,347-1,347-100%$378.8K———
Elite Financial, Inc.
N/A—1,346-1,346-100%$378.0K———
Schiavi & Co LLC
N/A—1,343-1,343-100%$377.7K———
Sollinda Capital Management LLC
N/A—1,333-1,333-100%$374.9K———
C M Bidwell & Associates LTD
N/A—1,331-1,331-100%$374.3K———
Retirement Planning Group, LLC / NY
N/A—1,331-1,331-100%$374.2K———
Wulff, Hansen & Co.
N/A—1,327-1,327-100%$373.2K———
Melfa Wealth Management, Inc.
N/A—1,325-1,325-100%$372.7K———
Henson-Edgewater Management, LLC
N/A—1,318-1,318-100%$311.0K———
Slagle Financial, LLC
N/A—1,317-1,317-100%$370.3K———
Chatterton & Associates Inc.
N/A—1,317-1,317-100%$388.9K———
Bank of Marin
N/A—1,311-1,311-100%$368.7K———
Purkiss Capital Advisors LLC
N/A—1,309-1,309-100%$368.1K———
Cascades Capital Asset Management, LLC
N/A—1,302-1,302-100%$366.2K———
Alphadyne Asset Management LP
N/A—1,301-1,301-100%$365.9K———
Napier Financial, LLC
N/A—1,300-1,300-100%$365.5K———
Invst, LLC
N/A—1,300-1,300-100%$365.6K———
Pitcairn Wealth Advisors LLC
N/A—1,291-1,291-100%$363.0K———
TFR Capital, Llc.
N/A—1,287-1,287-100%$362.0K———
Campion Asset Management
N/A—1,280-1,280-100%$359.9K———
Davis Asset Management, L.P.
N/A—1,274-1,274-100%$358.3K———
Quantbot Technologies LP
N/A—1,267-1,267-100%$356.3K———
JAG Capital Management, LLC
N/A—1,254-1,254-100%$352.5K———
Crews Bank & Trust
N/A—1,253-1,253-100%$352.4K———
Nelson Capital Management, LLC
N/A—1,248-1,248-100%$351.0K———
Westshore Wealth, LLC
N/A—1,244-1,244-100%$349.8K———
Bannerstone Capital Management, LLC
N/A—1,238-1,238-100%$348.0K———
Ashford Capital Management Inc
N/A—1,236-1,236-100%$347.6K———
Werba Rubin Papier Wealth Management
N/A—1,236-1,236-100%$347.5K———
Kahn Brothers Group Inc
N/A—1,228-1,228-100%$345.3K———
United Bank
N/A—1,221-1,221-100%$343.4K———
Schrum Private Wealth Management LLC
N/A—1,208-1,208-100%$208.9K———
Entelevest, LLC
N/A—1,208-1,208-100%$339.6K———
Apriem Advisors
N/A—1,204-1,204-100%$338.7K———
Orographic Financial Advisors, LLC
N/A—1,204-1,204-100%$284———
Fiduciary Financial Advisors
N/A—1,201-1,201-100%$336.1K———
McLaughlin Asset Management, Inc.
N/A—1,200-1,200-100%$337.5K———
Front Row Advisors LLC
N/A—1,200-1,200-100%$286.1K———
Drive Wealth Management, LLC
N/A—1,196-1,196-100%$336.2K———
Morningstar Investment Management LLC
N/A—1,196-1,196-100%$289.9K———
Stonebridge Financial Planning Group, LLC
N/A—1,188-1,188-100%$334.1K———
Barnes Wealth Management Group, Inc
N/A—1,185-1,185-100%$333.5K———
Basecamp Wealth Advisors LLC
N/A—1,184-1,184-100%$333.0K———
Capasso Planning Partners LLC
N/A—1,184-1,184-100%$333.0K———
Hudson Value Partners, LLC
N/A—1,175-1,175-100%$330.4K———
Paladin Advisory Group, LLC
N/A—1,174-1,174-100%$330.1K———
Fairview Capital Investment Management, LLC
N/A—1,168-1,168-100%$328.5K———
Mustico Financial Group, Inc.
N/A—1,154-1,154-100%$247.2K———
Aspire Capital Advisors LLC
N/A—1,152-1,152-100%$323.8K———
Fidelis Wealth Advisors LLC
N/A—1,151-1,151-100%$325.4K———
Bridgewealth Advisory Group, LLC
N/A—1,149-1,149-100%$323.0K———
Pacific Point Advisors, LLC
N/A—1,140-1,140-100%$320.6K———
Consilio Wealth Advisors, LLC
N/A—1,139-1,139-100%$320.3K———
PCB Capital LLC
N/A—1,138-1,138-100%$320.0K———
Navalign, LLC
N/A—1,138-1,138-100%$320.0K———
Warburton Capital Management, LLC
N/A—1,132-1,132-100%$318.0K———
Atlas Legacy Advisors, LLC
N/A—1,131-1,131-100%$321.7K———
Calton & Associates, Inc.
N/A—1,130-1,130-100%$317.9K———
Knightsbridge Asset Management, LLC
N/A—1,129-1,129-100%$317.5K———
Winthrop Partners - WNY, LLC
N/A—1,125-1,125-100%$316.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,124-1,124-100%$316.0K———
Connable Office Inc
N/A—1,124-1,124-100%$316.1K———
Loudon Investment Management, LLC
N/A—1,118-1,118-100%$314.4K———
Kapstone Financial Advisors LLC
N/A—1,109-1,109-100%$311.9K———
Wall Street Financial Group, Inc.
N/A—1,104-1,104-100%$310.5K———
Legacy Edge Advisors, LLC
N/A—1,103-1,103-100%$310.2K———
Zinnia Wealth Advisory, LLC
N/A—1,100-1,100-100%$309.3K———
Renaissance Group LLC
N/A—1,098-1,098-100%$308.8K———
Gambit Capital Management, LLC
N/A—1,096-1,096-100%$308.2K———
Paces Ferry Wealth Advisors, LLC
N/A—1,094-1,094-100%$307.8K———
Northstar Group, Inc.
N/A—1,094-1,094-100%$307.8K———
McLean Asset Management Corp
N/A—1,088-1,088-100%$243.4K———
V2 Financial group LLC
N/A—1,086-1,086-100%$305.4K———
Strategies Wealth Advisors, LLC
N/A—1,084-1,084-100%$304.9K———
Eurizon SLJ Capital Ltd
N/A—1,084-1,084-100%$304.8K———
WealthCollab, LLC
N/A—1,083-1,083-100%$304.6K———
Payne Capital Management, LLC
N/A—1,080-1,080-100%$303.7K———
Prostatis Group LLC
N/A—1,076-1,076-100%$302.5K———
Legacy Wealth Advisors, LLC
N/A—1,075-1,075-100%$302.3K———
Twin Peaks Wealth Advisors, LLC
N/A—1,073-1,073-100%$301.9K———
Union Heritage Capital, LLC
N/A—1,070-1,070-100%$300.9K———
Summit Wealth Group, LLC
N/A—1,064-1,064-100%$299.2K———
UP Strategic Wealth Investment Advisors LLC
N/A—1,052-1,052-100%$248.2K———
Acorn Creek Capital LLC
N/A—1,042-1,042-100%$293.0K———
Dunhill Financial, LLC
N/A—1,032-1,032-100%$290.3K———
Cetera Trust Company, N.a
N/A—1,032-1,032-100%$290.2K———
Beaird Harris Wealth Management, LLC
N/A—1,028-1,028-100%$289.1K———
Truepoint, Inc.
N/A—1,017-1,017-100%$286.1K———
Affinity Wealth Management LLC
N/A—1,016-1,016-100%$285.7K———
Intellus Advisors LLC
N/A—1,013-1,013-100%$284.9K———
CIM, LLC
N/A—1,012-1,012-100%$284.7K———
Maridea Wealth Management LLC
N/A—1,008-1,008-100%$283.6K———
Prepared Retirement Institute LLC
N/A—1,005-1,005-100%$282.5K———
KilterHowling LLC
N/A—1,003-1,003-100%$282.0K———
Tanglewood Legacy Advisors, LLC
N/A—1,002-1,002-100%$281.8K———
Knuff & Co LLC
N/A—1,000-1,000-100%$281.2K———
Easterly Investment Partners LLC
N/A—1,000-1,000-100%$281.2K———
Godshalk Welsh Capital Management, Inc.
N/A—1,000-1,000-100%$281.2K———
Jupiter Wealth Management LLC
N/A—1,000-1,000-100%$281.2K———
Voya Financial Advisors, Inc.
N/A—998-998-100%$277.4K———
Flatrock Wealth Partners LLC
N/A—987-987-100%$277.6K———
Rollins Financial Advisors, LLC
N/A—986-986-100%$277.3K———
Sharpepoint LLC
N/A—985-985-100%$277.0K———
Star Financial Bank
N/A—975-975-100%$274.2K———
Thayer Partners, LLC / MA
N/A—972-972-100%$273.3K———
Hollencrest Capital Management
N/A—972-972-100%$273.2K———
M3 Advisory Group, LLC
N/A—970-970-100%$272.7K———
HighMark Wealth Management LLC
N/A—967-967-100%$272.1K———
Sunflower Bank, N.A.
N/A—964-964-100%$271.1K———
Talisman Wealth Advisors LLC
N/A—957-957-100%$269.2K———
Rasp Wealth Solutions, LLC
N/A—956-956-100%$268.9K———
Quattro Advisors LLC
N/A—954-954-100%$268.3K———
Bluebird Wealth Management LLC
N/A—950-950-100%$267.2K———
Lumbard & Kellner, LLC
N/A—950-950-100%$267.2K———
Pinnacle Family Advisors, LLC
N/A—949-949-100%$266.8K———
First National Bank of Hutchinson
N/A—942-942-100%$264.9K———
AFT, Forsyth & Company, Inc.
N/A—930-930-100%$261.5K———
HHM Wealth Advisors, LLC
N/A—928-928-100%$261.0K———
Planning Directions Inc
N/A—927-927-100%$260.7K———
Northwest Quadrant Wealth Management, LLC
N/A—923-923-100%$259.5K———
Allied Private Wealth LLC
N/A—919-919-100%$277.7K———
AMJ Financial Wealth Management
N/A—918-918-100%$222.5K———
Broadleaf Partners, LLC
N/A—912-912-100%$256.5K———
Orleans Capital Management Corp
N/A—911-911-100%$256.2K———
DV Trading LLC
N/A—910-910-100%$255.9K———
Castle Wealth Management LLC
N/A—905-905-100%$254.5K———
Spartan Wealth Advisory Services LLC
N/A—903-903-100%$254.0K———
1832 Asset Management L.P.
N/A—900-900-100%$253.1K———
Liberty Square Wealth Partners LLC
N/A—897-897-100%$252.2K———
Barnes Pettey Financial Advisors, LLC
N/A—895-895-100%$251.7K———
Clarion Wealth Managment Partners, LLC
N/A—888-888-100%$249.8K———
Riverview Capital Advisers, LLC
N/A—887-887-100%$249.5K———
RFP Financial Group LLC
N/A—887-887-100%$249.4K———
Financial Freedom, LLC
N/A—881-881-100%$247.7K———
Copley Financial Group, Inc.
N/A—881-881-100%$247.7K———
Blalock Williams, LLC
N/A—880-880-100%$247.5K———
Roehl & Yi Investment Advisors, LLC
N/A—877-877-100%$246.7K———
Rather & Kittrell, Inc.
N/A—877-877-100%$246.8K———
Olde Wealth Management, LLC
N/A—870-870-100%$244.0K———
Cassady Wealth & Retirement Planning, LLC
N/A—866-866-100%$243.5K———
OakTrust Wealth Advisors, LLC
N/A—864-864-100%$243.1K———
First National Advisers, LLC
N/A—864-864-100%$243.0K———
Custos Family Office, LLC
N/A—863-863-100%$242.6K———
Compton Financial Group, LLC
N/A—862-862-100%$242.5K———
Marble Wealth, LLC
N/A—862-862-100%$242.4K———
Astoria Portfolio Advisors Llc.
N/A—862-862-100%$242.3K———
OFC Financial Planning, LLC
N/A—857-857-100%$241.0K———
Brio Consultants, LLC
N/A—856-856-100%$240.6K———
Saiph Capital, LLC
N/A—854-854-100%$240.3K———
Bellars Harris Wealth Management, LLC
N/A—854-854-100%$240.2K———
McKinney Capital Management, LLC
N/A—853-853-100%$239.9K———
LeClair Wealth Partners LLC
N/A—852-852-100%$239.7K———
Bourne Lent Asset Management Inc
N/A—850-850-100%$239.0K———
Magnolia Private Wealth, LLC
N/A—848-848-100%$238.3K———
Pinney & Scofield, Inc.
N/A—827-827-100%$232.7K———
Investor's Fiduciary Advisor Network, LLC
N/A—827-827-100%$232.0K———
Kensington Investment Counsel, LLC
N/A—825-825-100%$232.0K———
Indie Asset Partners, LLC
N/A—825-825-100%$231.9K———
Larch Capital Partners LLC
N/A—822-822-100%$231.2K———
Ibex Wealth Advisors
N/A—818-818-100%$230.1K———
Borer Denton & Associates, Inc.
N/A—806-806-100%$226.7K———
Bluefin Capital Management, LLC
N/A—805-805-100%$226.4K———
Intrinsic Value Partners, LLC
N/A—805-805-100%$226.4K———
Everest Private Wealth
N/A—804-804-100%$226.1K———
FMB Wealth Management
N/A—802-802-100%$225.6K———
Bravera Wealth
N/A—802-802-100%$225.5K———
Intrepid Capital Management Inc
N/A—802-802-100%$225.6K———
Notis-McConarty Edward
N/A—800-800-100%$225.0K———
Sykon Capital LLC
N/A—800-800-100%$225.0K———
CSS LLC
N/A—800-800-100%$225.0K———
Samjo Management, LLC
N/A—800-800-100%$225.0K———
VestGen Investment Management
N/A—799-799-100%$224.7K———
Frazier Financial Advisors, LLC
N/A—797-797-100%$224.0K———
Riverview Trust Co
N/A—790-790-100%$222.2K———
Mittelman Wealth Management
N/A—785-785-100%$294.7K———
HFR Wealth Management, LLC
N/A—783-783-100%$220.2K———
Stillwater Capital Advisors, LLC
N/A—780-780-100%$219.3K———
Aureus Asset Management, LLC
N/A—778-778-100%$218.8K———
River Wealth Advisors LLC
N/A—778-778-100%$218.9K———
Imprint Wealth LLC
N/A—774-774-100%$217.7K———
Spectrum Planning & Advisory Services Inc.
N/A—773-773-100%$217.4K———
Expressive Wealth LLC
N/A—772-772-100%$217.0K———
Cvfg LLC
N/A—769-769-100%$216.2K———
Miller Capital Partners, Inc.
N/A—765-765-100%$215.1K———
Cannon Wealth Management Services, LLC
N/A—763-763-100%$214.7K———
Spreng Capital Management, Inc.
N/A—763-763-100%$214.6K———
Kerr Financial Planning Corp
N/A—760-760-100%$213.7K———
Riverstone Advisors, LLC
N/A—755-755-100%$212.3K———
Financial Life Planners
N/A—754-754-100%$212.1K———
Silver Oak Advisory Group, Inc.
N/A—753-753-100%$211.0K———
Sandhill Capital Partners LLC
N/A—753-753-100%$211.8K———
Concorde Asset Management, LLC
N/A—753-753-100%$211.8K———
Denver Wealth Management, Inc.
N/A—752-752-100%$211.4K———
Crestmont Private Wealth LLC
N/A—750-750-100%$210.9K———
Taylor Hoffman Capital Management LLC
N/A—749-749-100%$210.6K———
Alan B Lancz & Associates, Inc.
N/A—746-746-100%$209.8K———
Symphony Financial Services, Inc.
N/A—744-744-100%$209.3K———
Zevin Asset Management LLC
N/A—742-742-100%$208.7K———
Matters Capital LLC
N/A—740-740-100%$208.1K———
Cura Wealth Advisors, LLC
N/A—740-740-100%$208.1K———
Safeguard Investment Advisory Group, LLC
N/A—739-739-100%$207.9K———
Concentrum Wealth Management
N/A—732-732-100%$205.7K———
Turner Financial Group, Inc.
N/A—731-731-100%$205.5K———
Omnia Family Wealth, LLC
N/A—730-730-100%$205.3K———
Wellington-Altus USA Inc.
N/A—726-726-100%$176.0K———
Darden Wealth Group Inc
N/A—725-725-100%$203.9K———
McDonough Capital Management, Inc
N/A—725-725-100%$204.0K———
Northstar Asset Management Inc
N/A—723-723-100%$203.3K———
Integrity Financial Corp
N/A—721-721-100%$202.8K———
Good Steward Wealth Advisors,LLC
N/A—720-720-100%$202.5K———
Varcov Co.
N/A—719-719-100%$202.2K———
Dock Street Asset Management Inc
N/A—718-718-100%$201.9K———
Ducere Wealth Management LLC
N/A—718-718-100%$202.0K———
Royal Capital Wealth Management, LLC
N/A—715-715-100%$201.1K———
Bruce G. Allen Investments, LLC
N/A—710-710-100%$199.7K———
Mpwm Advisory Solutions, LLC
N/A—710-710-100%$199.6K———
1015 Capital Partners, LLC
N/A—684-684-100%$192.3K———
Park Place Capital Corp
N/A—651-651-100%$183.0K———
Cutler Capital Management, LLC
N/A—613-613-100%$172.4K———
Johnson Financial Group, Inc.
N/A—608-608-100%$171.0K———
Bollard Group LLC
N/A—600-600-100%$169.0K———
Financial Avengers, Inc.
N/A—563-563-100%$158.2K———
Darwin Wealth Management, LLC
N/A—558-558-100%$157.1K———
Sankala Group LLC
N/A—550-550-100%$128.9K———
Addison Advisors LLC
N/A—550-550-100%$154.7K———
Hillsdale Investment Management Inc.
N/A—530-530-100%$149.0K———
Mark Sheptoff Financial Planning, LLC
N/A—527-527-100%$148.3K———
Regatta Research & Money Management
N/A—524-524-100%$147.3K———
Bank of the Bluegrass & Trust Co.
N/A—520-520-100%$114.4K———
Nalls Sherbakoff Group, LLC
N/A—519-519-100%$145.9K———
Gould Capital, LLC
N/A—500-500-100%$140.6K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—500-500-100%$140.6K———
Ogorek Anthony Joseph
N/A—496-496-100%$139.0K———
BankPlus Trust Department
N/A—485-485-100%$136.4K———
Consultiva Wealth Management, Corp.
N/A—480-480-100%$135.0K———
PIN OAK Investment Advisors Inc
N/A—461-461-100%$130.0K———
Financial Gravity Companies, Inc.
N/A—458-458-100%$128.8K———
Avalon Trust Co
N/A—454-454-100%$127.7K———
NCP Inc.
N/A—450-450-100%$126.5K———
Strategic Wealth Advisors LLC
N/A—449-449-100%$132———
Synergy Investment Management, LLC
N/A—444-444-100%$104.2K———
Alpha Financial Advisors, LLC
N/A—443-443-100%$124.6K———
Timbuktu Capital Management, LLC
N/A—440-440-100%$123.7K———
Tidemark, LLC
N/A—430-430-100%$121.0K———
Elgethun Capital Management
N/A—425-425-100%$119.4K———
Minot DeBlois Advisors LLC
N/A—415-415-100%$116.8K———
Corsicana & Co.
N/A—404-404-100%$113.6K———
Abound Financial, LLC
N/A—400-400-100%$112.5K———
Osterweis Capital Management Inc
N/A—354-354-100%$99.5K———
Proffitt & Goodson Inc
N/A—346-346-100%$97.3K———
Kemnay Advisory Services Inc.
N/A—330-330-100%$92.8K———
Cheviot Value Management, LLC
N/A—328-328-100%$92.2K———
Ankerstar Wealth, LLC
N/A—327-327-100%$92.0K———
Oakmont Corp
N/A—327-327-100%$92.0K———
Rialto Wealth Management, LLC
N/A—306-306-100%$85.9K———
Outlook Capital Management, LLC
N/A—300-300-100%$84.4K———
Boreal Capital Management LLC
N/A—297-297-100%$83.5K———
Measured Wealth Private Client Group, LLC
N/A—286-286-100%$80.3K———
Meramec Financial Planners, LLC
N/A—282-282-100%$61.0K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—279-279-100%$78.5K———
Atlantic Private Wealth, LLC
N/A—257-257-100%$72.3K———
Graney & King, LLC
N/A—243-243-100%$68.3K———
Leo H. Evart, Inc.
N/A—240-240-100%$67.4K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—239-239-100%$67.2K———
Fourth Dimension Wealth, LLC
N/A—229-229-100%$64.4K———
Centennial Bank
N/A—222-222-100%$62.4K———
TD Capital Management LLC
N/A—220-220-100%$61.9K———
Bard Associates Inc
N/A—208-208-100%$58.5K———
Cbiz Investment Advisory Services, LLC
N/A—204-204-100%$49.4K———
Dogwood Wealth Management LLC
N/A—202-202-100%$56.8K———
Tacita Capital Inc
N/A—189-189-100%$53.1K———
Security National Bank of SO DAK
N/A—179-179-100%$50.3K———
Valued Wealth Advisors LLC
N/A—171-171-100%$48.2K———
Raffa Wealth Management, LLC
N/A—166-166-100%$46.7K———
JTC Employer Solutions Trustee Ltd
N/A—155-155-100%$44.0K———
Copia Wealth Management
N/A—144-144-100%$40.5K———
Highland Investment Advisors LLC
N/A—142-142-100%$39.8K———
Cornerstone Financial Management LLC
N/A—137-137-100%$38.5K———
Osbon Capital Management LLC
N/A—132-132-100%$37.1K———
IAG Wealth Partners, LLC
N/A—131-131-100%$36.8K———
Caitlin John, LLC
N/A—125-125-100%$35.4K———
Westend Capital Management, LLC
N/A—117-117-100%$32.9K———
FWL Investment Management, LLC
N/A—112-112-100%$31.5K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—111-111-100%$31.2K———
Swan Capital LLC
N/A—108-108-100%$30.4K———
Winch Advisory Services, LLC
N/A—107-107-100%$30.2K———
Bellevue Asset Management, LLC
N/A—104-104-100%$29.5K———
Harvest Fund Management Co., Ltd
N/A—103-103-100%$29.0K———
Evolution Advisers, Inc.
N/A—101-101-100%$28———
Greykasell Wealth Strategies, Inc.
N/A—98-98-100%$27.6K———
Harborfront Financial Group LLC
N/A—96-96-100%$27.0K———
Marshall Investment Management, LLC
N/A—92-92-100%$25.9K———
Basepoint Wealth LLC
N/A—91-91-100%$25.6K———
Centiva Capital, LP
N/A—84-84-100%$23.6K———
Ross\johnson & Associates LLC
N/A—70-70-100%$19.7K———
Peterson Wealth Management
N/A—67-67-100%$19.0K———
Horizon Bancorp Inc
N/A—62-62-100%$17.0K———
1 North Wealth Services LLC
N/A—54-54-100%$15.2K———
Lummis Asset Management, LP
N/A—52-52-100%$14.6K———
Strive Financial Group,LLC
N/A—41-41-100%$11.5K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—41-41-100%$11.5K———
JDM Financial Group LLC
N/A—33-33-100%$9.3K———
Atomic Invest LLC
N/A—30-30-100%$8.3K———
Park Square Financial Group, LLC
N/A—30-30-100%$8.4K———
Oakmont Advisory Group, LLC
N/A—26-26-100%$7.4K———
Hurricane Capital Advisors LLC
N/A—25-25-100%$7.0K———
Investors Portfolio Services LLC
N/A—14-14-100%$3.9K———
Stance Capital LLC
N/A—10-10-100%$2.8K———
Seneschal Advisors, LLC
N/A—10-10-100%$2.8K———
Security National Bank of Sioux City Iowa
N/A—9-9-100%$2.5K———
Luminist Capital LLC
N/A—8-8-100%$2.3K———
Cordant, Inc.
N/A—1-1-100%$155———
Morse Asset Management, Inc
N/A—1-1-100%$281———
Showing 3726 of 3726 institutions