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Invesco QQQ Trust Series 1 (QQQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares10,626,150 from 10,606,761
Change+19,389 (+0%)
Value$7.9B (+$50.1M)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares3,585,000 from 3,023,282
Change+561,718 (+19%)
Value$2.7B (+$425.7M)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares2,832,813 from 2,886,618
Change-53,805 (-2%)
Value$2.1B (-$30.1M)
Filed 2026-11-06
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares1,940,278 from 1,787,559
Change+152,719 (+9%)
Value$1.4B (+$119.0M)
Filed 2026-11-05
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares1,759,000 from 1,759,000
Change0 (0%)
Value$1.3B (+$5.9M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares1,612,501 from 1,663,168
Change-50,667 (-3%)
Value$1.2B (-$31.9M)
Filed 2026-11-02
Barclays PLC
DECREASED
Shares1,453,941 from 2,730,941
Change-1,277,000 (-47%)
Value$1.1B (-$935.5M)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares1,283,827 from 1,295,207
Change-11,380 (-1%)
Value$949.7M (-$4.1M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,265,947 from 1,261,786
Change+4,161 (+0%)
Value$936.5M (+$7.3M)
Filed 2026-11-02
Fisher Asset Management, LLC
DECREASED
Shares1,224,740 from 1,264,238
Change-39,498 (-3%)
Value$906.0M (-$25.0M)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares924,269 from 965,798
Change-41,529 (-4%)
Value$683.7M (-$27.5M)
Filed 2026-10-30
Barings LLC
INCREASED
Shares905,098 from 863,468
Change+41,630 (+5%)
Value$667.9M (+$32.0M)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares880,835 from 799,441
Change+81,394 (+10%)
Value$651.6M (+$62.9M)
Filed 2026-11-02
Fiera Capital Corp
DECREASED
Shares765,101 from 765,123
Change-22 (0%)
Value$566.0M (+$2.6M)
Filed 2026-11-06
Howard Capital Management, LLC
DECREASED
Shares761,610 from 786,240
Change-24,630 (-3%)
Value$563.4M (-$15.6M)
Filed 2026-10-16
Creative Planning
INCREASED
Shares756,372 from 733,485
Change+22,887 (+3%)
Value$559.5M (+$19.4M)
Filed 2026-11-02
Artemis Wealth Advisors, LLC
INCREASED
Shares736,327 from 735,215
Change+1,112 (+0%)
Value$544.7M (+$3.3M)
Filed 2026-11-05
Meitav Investment House LTD
INCREASED
Shares702,242 from 699,790
Change+2,452 (+0%)
Value$519.5M (+$4.2M)
Filed 2026-10-28
AIA Group Ltd
DECREASED
Shares653,872 from 734,162
Change-80,290 (-11%)
Value$483.7M (-$56.9M)
Filed 2026-10-30
GoalVest Advisory LLC
INCREASED
Shares613,955 from 3,016
Change+610,939 (+20257%)
Value$2.6M (+$342.2K)
Filed 2026-10-02
Lido Advisors, LLC
INCREASED
Shares529,923 from 413,973
Change+115,950 (+28%)
Value$390.6M (+$85.5M)
Filed 2026-11-04
Natixis
DECREASED
Shares472,314 from 512,071
Change-39,757 (-8%)
Value$349.4M (-$27.7M)
Filed 2026-11-06
AXS Investments LLC
INCREASED
Shares468,429 from 232,594
Change+235,835 (+101%)
Value$346.5M (+$175.2M)
Filed 2026-11-04
Imc-Chicago, LLC
NEW
Shares466,421
Change+466,421
Value$345.0M
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares466,199 from 431,181
Change+35,018 (+8%)
Value$340.7M (+$35.0M)
Filed 2026-10-13
Daiwa Securities Group Inc.
INCREASED
Shares441,549 from 263,775
Change+177,774 (+67%)
Value$326.6M (+$132.4M)
Filed 2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares398,824 from 383,165
Change+15,659 (+4%)
Value$294.6M (+$15.2M)
Filed 2026-10-29
Alaska Permanent Fund Corp
INCREASED
Shares386,727 from 281,196
Change+105,531 (+38%)
Value$286.1M (+$79.0M)
Filed 2026-10-21
J.Safra Asset Management Corp
INCREASED
Shares382,187 from 369,769
Change+12,418 (+3%)
Value$282.7M (+$10.4M)
Filed 2026-11-03
Consolidated Investment Group LLC
INCREASED
Shares360,400 from 357,500
Change+2,900 (+1%)
Value$266.6M (+$3.4M)
Filed 2026-11-04
Bell Bank
DECREASED
Shares347,988 from 355,481
Change-7,493 (-2%)
Value$257.4M (-$4.3M)
Filed 2026-10-21
Allen Investment Management, LLC
INCREASED
Shares338,935 from 324,498
Change+14,437 (+4%)
Value$250.7M (+$11.8M)
Filed 2026-11-03
Allworth Financial LP
NEW
Shares330,688
Change+330,688
Value$243.5M
Filed 2026-11-06
Mirae Asset Securities (USA) Inc.
DECREASED
Shares321,579 from 402,276
Change-80,697 (-20%)
Value$237.9M (-$58.3M)
Filed 2026-10-15
Japan Science & Technology Agency
UNCHANGED
Shares319,081 from 319,081
Change0 (0%)
Value$236.0M (+$1.1M)
Filed 2026-10-16
Principal Financial Group Inc
INCREASED
Shares312,409 from 148,055
Change+164,354 (+111%)
Value$231.1M (+$122.1M)
Filed 2026-11-02
Cohen Klingenstein LLC
DECREASED
Shares286,509 from 302,684
Change-16,175 (-5%)
Value$212.0M (-$10.9M)
Filed 2026-10-15
Brookstone Capital Management
INCREASED
Shares285,019 from 284,676
Change+343 (+0%)
Value$210.8M (+$1.2M)
Filed 2026-10-22
Jefferies Financial Group Inc.
DECREASED
Shares278,466 from 332,137
Change-53,671 (-16%)
Value$206.0M (-$38.6M)
Filed 2026-11-05
Ppsc Investment Service Corp
INCREASED
Shares275,739 from 269,678
Change+6,061 (+2%)
Value$204.0M (+$5.4M)
Filed 2026-10-27
Steel Grove Capital Advisors, LLC
INCREASED
Shares258,392 from 257,895
Change+497 (+0%)
Value$191.2M (+$1.2M)
Filed 2026-10-13
Savant Capital, LLC
INCREASED
Shares257,110 from 75,660
Change+181,450 (+240%)
Value$190.2M (+$134.7M)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares243,024 from 198,548
Change+44,476 (+22%)
Value$179.9M (+$33.7M)
Filed 2026-11-05
Merit Financial Group, LLC
DECREASED
Shares234,989 from 245,984
Change-10,995 (-4%)
Value$173.8M (-$7.3M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares212,787 from 203,613
Change+9,174 (+5%)
Value$157.4M (+$7.5M)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
INCREASED
Shares202,122 from 200,376
Change+1,746 (+1%)
Value$149.5M (+$2.0M)
Filed 2026-10-20
Steele Capital Management, Inc.
DECREASED
Shares199,620 from 200,903
Change-1,283 (-1%)
Value$147.8M (-$285.3K)
Filed 2026-11-02
Pinnacle Associates LTD
DECREASED
Shares197,863 from 198,228
Change-365 (0%)
Value$146.4M (+$397.9K)
Filed 2026-10-20
Greenup Street Wealth Management LLC
INCREASED
Shares196,560 from 190,509
Change+6,051 (+3%)
Value$145.4M (+$5.1M)
Filed 2026-10-28
SBI Securities Co., Ltd.
INCREASED
Shares192,352 from 189,181
Change+3,171 (+2%)
Value$142.3M (+$3.0M)
Filed 2026-10-22
Focused Wealth Management, Inc
INCREASED
Shares191,866 from 188,384
Change+3,482 (+2%)
Value$141.9M (+$3.2M)
Filed 2026-10-30
Independent Financial Group, LLC
DECREASED
Shares188,460 from 194,302
Change-5,842 (-3%)
Value$139.4M (-$3.7M)
Filed 2026-10-13
Div Capital Phoenix Assets Ltd
UNCHANGED
Shares186,688 from 186,688
Change0 (0%)
Value$138.1M (+$629.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares176,288 from 92,596
Change+83,692 (+90%)
Value$128.3M (+$65.2M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares176,288 from 92,596
Change+83,692 (+90%)
Value$128.3M (+$65.2M)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares174,381 from 192,548
Change-18,167 (-9%)
Value$129.0M (-$12.8M)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
DECREASED
Shares170,841 from 172,540
Change-1,699 (-1%)
Value$126.4M (-$675.4K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
DECREASED
Shares167,452 from 174,312
Change-6,860 (-4%)
Value$123.9M (-$4.5M)
Filed 2026-11-05
Meridian Wealth Management, LLC
DECREASED
Shares167,437 from 170,017
Change-2,580 (-2%)
Value$123.9M (-$1.3M)
Filed 2026-11-05
Clearstead Trust, LLC
INCREASED
Shares167,266 from 163,527
Change+3,739 (+2%)
Value$123.7M (+$3.3M)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares164,879 from 162,392
Change+2,487 (+2%)
Value$122.0M (+$2.4M)
Filed 2026-10-28
Fifth Third Bancorp
INCREASED
Shares164,498 from 150,121
Change+14,377 (+10%)
Value$121.7M (+$11.1M)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares163,415 from 161,020
Change+2,395 (+1%)
Value$120.9M (+$2.3M)
Filed 2026-10-14
Perigon Wealth Management, LLC
DECREASED
Shares160,483 from 174,476
Change-13,993 (-8%)
Value$118.7M (-$9.8M)
Filed 2026-10-22
Banque Pictet & CIE SA
INCREASED
Shares160,318 from 150,962
Change+9,356 (+6%)
Value$118.1M (+$7.4M)
Filed 2026-10-16
Russell Investments Group, Ltd.
INCREASED
Shares160,236 from 146,987
Change+13,249 (+9%)
Value$118.5M (+$10.3M)
Filed 2026-11-06
Trilogy Capital Inc.
DECREASED
Shares159,814 from 161,002
Change-1,188 (-1%)
Value$118.2M (-$336.3K)
Filed 2026-10-20
Nisa Investment Advisors, LLC
INCREASED
Shares153,385 from 138,692
Change+14,693 (+11%)
Value$113.6M (+$11.3M)
Filed 2026-10-20
Beacon Capital Management, Inc.
INCREASED
Shares153,329 from 149,296
Change+4,033 (+3%)
Value$113.4M (+$3.5M)
Filed 2026-10-13
Yarbrough Capital, LLC
INCREASED
Shares150,806 from 144,498
Change+6,308 (+4%)
Value$111.6M (+$5.2M)
Filed 2026-10-19
Taiyo Life Insurance Co
UNCHANGED
Shares150,000 from 150,000
Change0 (0%)
Value$111.0K (-$110.3M)
Filed 2026-10-20
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares148,366 from 81,507
Change+66,859 (+82%)
Value$109.8M (+$49.7M)
Filed 2026-10-29
Pittenger & Anderson Inc
DECREASED
Shares147,972 from 149,333
Change-1,361 (-1%)
Value$109.5M (-$503.5K)
Filed 2026-11-02
SteelPeak Wealth, LLC
INCREASED
Shares147,039 from 143,087
Change+3,952 (+3%)
Value$108.9M (+$3.4M)
Filed 2026-10-16
Frank, Rimerman Advisors LLC
DECREASED
Shares146,361 from 146,624
Change-263 (0%)
Value$108.3M (+$299.5K)
Filed 2026-10-16
Arrow Financial Corp
INCREASED
Shares144,102 from 143,023
Change+1,079 (+1%)
Value$106.6M (+$1.3M)
Filed 2026-10-26
Bokf, NA
INCREASED
Shares143,318 from 138,510
Change+4,808 (+3%)
Value$106.0M (+$4.0M)
Filed 2026-10-27
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares138,947 from 160,415
Change-21,468 (-13%)
Value$102.8M (-$15.3M)
Filed 2026-11-03
Level Four Advisory Services, LLC
DECREASED
Shares136,904 from 141,765
Change-4,861 (-3%)
Value$101.3M (-$3.1M)
Filed 2026-11-06
Oppenheimer & Co Inc
DECREASED
Shares134,219 from 136,940
Change-2,721 (-2%)
Value$99.3M (-$1.6M)
Filed 2026-10-26
GenTrust, LLC
INCREASED
Shares133,983 from 118,075
Change+15,908 (+13%)
Value$99.2M (+$12.3M)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares133,861 from 131,820
Change+2,041 (+2%)
Value$92.5M (-$4.6M)
Filed 2026-11-04
Venture Visionary Partners LLC
INCREASED
Shares133,435 from 130,932
Change+2,503 (+2%)
Value$98.7M (+$2.3M)
Filed 2026-10-07
Csenge Advisory Group
INCREASED
Shares129,394 from 127,737
Change+1,657 (+1%)
Value$95.7M (+$1.7M)
Filed 2026-11-04
Winthrop Advisory Group LLC
DECREASED
Shares125,022 from 127,279
Change-2,257 (-2%)
Value$92.6M (-$1.0M)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares123,436 from 121,974
Change+1,462 (+1%)
Value$91.3M (+$1.5M)
Filed 2026-10-23
Mariner Investment Group LLC
NEW
Shares120,300
Change+120,300
Value$89.0M
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares119,241 from 108,639
Change+10,602 (+10%)
Value$88.2M (+$8.2M)
Filed 2026-10-16
Maxi Investments CY Ltd
INCREASED
Shares119,052 from 95,053
Change+23,999 (+25%)
Value$88.1K (-$69.9M)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares118,969 from 102,299
Change+16,670 (+16%)
Value$88.0M (+$12.7M)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares118,212 from 120,476
Change-2,264 (-2%)
Value$87.5K (-$88.6M)
Filed 2026-10-22
Intergy Private Wealth, LLC
INCREASED
Shares117,370 from 114,374
Change+2,996 (+3%)
Value$86.8M (+$2.6M)
Filed 2026-10-16
StoryOne LLC
INCREASED
Shares117,244 from 55,596
Change+61,648 (+111%)
Value$86.7M (+$45.8M)
Filed 2026-10-13
Y.D. More Investments Ltd
DECREASED
Shares114,998 from 118,292
Change-3,294 (-3%)
Value$85.1M (-$2.0M)
Filed 2026-11-02
SWF LLC
UNCHANGED
Shares114,124 from 114,124
Change0 (0%)
Value$84.4M (+$384.6K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares112,117 from 95,002
Change+17,115 (+18%)
Value$82.9M (+$13.0M)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
DECREASED
Shares109,247 from 111,180
Change-1,933 (-2%)
Value$80.8M (-$1.1M)
Filed 2026-10-22
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares108,595 from 101,140
Change+7,455 (+7%)
Value$80.3M (+$5.9M)
Filed 2026-10-22
Golden Reserve Retirement LLC
DECREASED
Shares108,435 from 109,093
Change-658 (-1%)
Value$80.2M (-$119.0K)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares107,254 from 115,727
Change-8,473 (-7%)
Value$79.1M (-$6.1M)
Filed 2026-10-23
Fifth Third Securities, Inc.
INCREASED
Shares106,905 from 106,108
Change+797 (+1%)
Value$79.1M (+$947.6K)
Filed 2026-10-21
Industrial Alliance Investment Management Inc.
DECREASED
Shares104,738 from 209,967
Change-105,229 (-50%)
Value$77.5M (-$77.1M)
Filed 2026-10-29
Berkshire Money Management, Inc.
INCREASED
Shares103,745 from 103,208
Change+537 (+1%)
Value$76.7M (+$744.5K)
Filed 2026-10-21
Baker Avenue Asset Management, LP
DECREASED
Shares103,687 from 103,843
Change-156 (0%)
Value$76.7M (+$234.3K)
Filed 2026-11-06
Citizens Financial Group Inc
DECREASED
Shares103,463 from 108,269
Change-4,806 (-4%)
Value$76.6M (-$3.1M)
Filed 2026-10-23
Fortune 45 LLC
INCREASED
Shares103,051 from 95,626
Change+7,425 (+8%)
Value$76.2M (+$5.8M)
Filed 2026-10-14
CoreCap Advisors, LLC
DECREASED
Shares100,571 from 106,411
Change-5,840 (-5%)
Value$74.4M (-$4.0M)
Filed 2026-10-08
Ascent Wealth Partners, LLC
DECREASED
Shares99,227 from 100,147
Change-920 (-1%)
Value$73.4M (-$343.0K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
INCREASED
Shares99,072 from 92,412
Change+6,660 (+7%)
Value$73.5M (+$6.5M)
Filed 2026-10-16
Nicholas Hoffman & Company, Llc.
INCREASED
Shares98,433 from 98,405
Change+28 (+0%)
Value$72.8M (+$351.8K)
Filed 2026-10-30
HB Wealth Management, LLC
DECREASED
Shares97,298 from 97,393
Change-95 (0%)
Value$72.0M (+$257.7K)
Filed 2026-10-23
Fusion Family Wealth, LLC
INCREASED
Shares96,366 from 95,411
Change+955 (+1%)
Value$71.3M (+$1.0M)
Filed 2026-11-02
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares95,509 from 1,240
Change+94,269 (+7602%)
Value$70.7M (+$69.7M)
Filed 2026-11-06
VestGen Advisors, LLC
DECREASED
Shares92,919 from 98,340
Change-5,421 (-6%)
Value$68.7M (-$3.7M)
Filed 2026-10-27
Integrity Alliance, Llc.
DECREASED
Shares92,325 from 100,295
Change-7,970 (-8%)
Value$68.3M (-$5.6M)
Filed 2026-10-29
Portfolio Strategies, Inc.
DECREASED
Shares91,323 from 91,836
Change-513 (-1%)
Value$67.6M (-$77.6K)
Filed 2026-11-06
Greenwood Gearhart LLC
INCREASED
Shares90,733 from 90,571
Change+162 (+0%)
Value$67.1M (+$425.1K)
Filed 2026-11-02
Jacobi Capital Management LLC
DECREASED
Shares89,947 from 90,774
Change-827 (-1%)
Value$66.5M (-$305.9K)
Filed 2026-11-05
Thor Trading Advisors, LLC
DECREASED
Shares89,535 from 96,096
Change-6,561 (-7%)
Value$66.2M (-$4.5M)
Filed 2026-11-05
CJM Wealth Advisers, Ltd.
DECREASED
Shares89,242 from 89,921
Change-679 (-1%)
Value$66.0M (-$199.2K)
Filed 2026-10-27
Activest Wealth Management
INCREASED
Shares88,910 from 87,414
Change+1,496 (+2%)
Value$65.8M (+$1.4M)
Filed 2026-10-15
180 GPS Investments IC Ltd
INCREASED
Shares86,596 from 26,038
Change+60,558 (+233%)
Value$64.1M (+$44.9M)
Filed 2026-11-06
Anchor Capital Management Group Inc
DECREASED
Shares85,500 from 110,000
Change-24,500 (-22%)
Value$63.3M (-$17.8M)
Filed 2026-11-02
Financial Solutions Advisory Group, Inc.
DECREASED
Shares85,447 from 86,016
Change-569 (-1%)
Value$60.7M (-$1.6M)
Filed 2026-10-28
Embree Financial Group
DECREASED
Shares85,322 from 94,492
Change-9,170 (-10%)
Value$63.1M (-$6.5M)
Filed 2026-10-22
RFG Holdings, Inc.
INCREASED
Shares85,149 from 63,509
Change+21,640 (+34%)
Value$47.3M (+$488.5K)
Filed 2026-10-30
AMG National Trust Bank
DECREASED
Shares84,498 from 85,397
Change-899 (-1%)
Value$62.5M (-$377.0K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED
Shares84,426 from 79,879
Change+4,547 (+6%)
Value$62.5M (+$3.6M)
Filed 2026-10-23
Pacific Center for Financial Services
DECREASED
Shares83,057 from 84,842
Change-1,785 (-2%)
Value$61.4M (-$1.0M)
Filed 2026-10-15
Trifecta Capital Advisors, LLC
INCREASED
Shares82,177 from 81,924
Change+253 (+0%)
Value$60.8M (+$463.4K)
Filed 2026-10-21
Cooper Financial Group
INCREASED
Shares81,366 from 79,322
Change+2,044 (+3%)
Value$60.2M (+$1.8M)
Filed 2026-10-07
Parcion Private Wealth LLC
DECREASED
Shares80,752 from 81,057
Change-305 (0%)
Value$59.7M (+$47.7K)
Filed 2026-10-28
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares78,923 from 75,878
Change+3,045 (+4%)
Value$58.4M (+$2.5M)
Filed 2026-11-02
NTV Asset Management LLC
INCREASED
Shares78,841 from 77,610
Change+1,231 (+2%)
Value$58.3M (+$1.2M)
Filed 2026-10-23
Socha Financial Group, LLC
DECREASED
Shares78,780 from 80,816
Change-2,036 (-3%)
Value$58.3M (-$1.2M)
Filed 2026-11-03
TCP Asset Management, LLC
INCREASED
Shares78,208 from 77,272
Change+936 (+1%)
Value$58.6M (+$1.7M)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares77,432 from 73,003
Change+4,429 (+6%)
Value$57.3M (+$3.5M)
Filed 2026-10-21
Evensky & Katz LLC
DECREASED
Shares77,400 from 80,111
Change-2,711 (-3%)
Value$57.3M (-$1.7M)
Filed 2026-10-27
Segment Wealth Management, LLC
DECREASED
Shares76,692 from 76,710
Change-18 (0%)
Value$56.7M (+$245.2K)
Filed 2026-10-26
Oxler Private Wealth LLC
DECREASED
Shares76,235 from 77,683
Change-1,448 (-2%)
Value$56.4M (-$809.8K)
Filed 2026-10-21
Smith Chas P & Associates PA Cpas
DECREASED
Shares75,437 from 78,088
Change-2,651 (-3%)
Value$53.5M (-$4.0M)
Filed 2026-10-22
Tanglewood Wealth Management, Inc.
DECREASED
Shares75,090 from 76,145
Change-1,055 (-1%)
Value$55.5M (-$524.1K)
Filed 2026-10-23
Amundi
INCREASED
Shares73,335 from 68,685
Change+4,650 (+7%)
Value$54.3M (+$3.7M)
Filed 2026-11-06
PFG Advisors
INCREASED
Shares72,848 from 69,020
Change+3,828 (+6%)
Value$53.9M (+$3.1M)
Filed 2026-10-16
Client First Capital LLC
DECREASED
Shares72,519 from 76,847
Change-4,328 (-6%)
Value$53.6M (-$2.9M)
Filed 2026-10-22
Kennicott Capital Management LLC
DECREASED
Shares72,176 from 72,704
Change-528 (-1%)
Value$53.4M (-$145.3K)
Filed 2026-10-16
Regions Financial Corp
INCREASED
Shares71,939 from 70,615
Change+1,324 (+2%)
Value$53.2M (+$1.2M)
Filed 2026-11-05
Atlatl Advisers LLC
DECREASED
Shares71,360 from 74,258
Change-2,898 (-4%)
Value$52.8M (-$1.9M)
Filed 2026-10-22
Valence8 US LP
INCREASED
Shares69,940 from 69,893
Change+47 (+0%)
Value$51.7M (+$270.3K)
Filed 2026-11-03
Form Wealth Advisors, LLC
DECREASED
Shares68,837 from 89,721
Change-20,884 (-23%)
Value$50.9M (-$15.1M)
Filed 2026-10-13
StoneX Group Inc.
INCREASED
Shares68,703 from 68,473
Change+230 (+0%)
Value$49.8M (+$360.2K)
Filed 2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares67,981 from 67,314
Change+667 (+1%)
Value$50.3M (+$720.6K)
Filed 2026-10-23
Beacon Capital Management, LLC
DECREASED
Shares67,973 from 79,780
Change-11,807 (-15%)
Value$50.3M (-$8.5M)
Filed 2026-10-23
Bailard, Inc.
DECREASED
Shares67,858 from 170,482
Change-102,624 (-60%)
Value$50.2M (-$75.3M)
Filed 2026-10-13
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares67,076 from 69,519
Change-2,443 (-4%)
Value$49.6M (-$1.6M)
Filed 2026-10-29
First Heartland Consultants, Inc.
INCREASED
Shares66,637 from 61,101
Change+5,536 (+9%)
Value$49.3M (+$4.3M)
Filed 2026-10-08
Virtus Wealth Solutions LLC
DECREASED
Shares66,284 from 67,649
Change-1,365 (-2%)
Value$49.0M (-$781.9K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
INCREASED
Shares66,016 from 59,533
Change+6,483 (+11%)
Value$48.8M (+$5.0M)
Filed 2026-10-13
Halter Ferguson Financial Inc.
INCREASED
Shares65,747 from 63,482
Change+2,265 (+4%)
Value$48.6M (+$1.9M)
Filed 2026-10-21
Union Bancaire Privee, UBP SA
INCREASED
Shares65,744 from 27,663
Change+38,081 (+138%)
Value$44.1M (+$24.5M)
Filed 2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares65,467 from 65,745
Change-278 (0%)
Value$48.4M (+$15.3K)
Filed 2026-10-21
Gratus Wealth Advisors, LLC
DECREASED
Shares64,901 from 65,061
Change-160 (0%)
Value$48.0M (+$101.1K)
Filed 2026-10-26
Arkansas Financial Group, Inc.
DECREASED
Shares64,634 from 65,851
Change-1,217 (-2%)
Value$47.8M (-$678.5K)
Filed 2026-10-26
Altus Wealth Management, LLC
INCREASED
Shares64,584 from 64,081
Change+503 (+1%)
Value$47.8M (+$588.3K)
Filed 2026-10-13
Obermeyer Wealth Partners
INCREASED
Shares64,155 from 54,479
Change+9,676 (+18%)
Value$47.5M (+$7.3M)
Filed 2026-10-21
Exchange Traded Concepts, LLC
DECREASED
Shares63,650 from 64,062
Change-412 (-1%)
Value$47.1M (-$88.9K)
Filed 2026-10-28
IFG Advisors, LLC
DECREASED
Shares63,331 from 64,281
Change-950 (-1%)
Value$46.9M (-$486.6K)
Filed 2026-10-15
Thryve Wealth Management LLC
DECREASED
Shares63,018 from 64,680
Change-1,662 (-3%)
Value$46.6M (-$1.0M)
Filed 2026-10-09
Lodestar Private Asset Management LLC
DECREASED
Shares62,824 from 64,519
Change-1,695 (-3%)
Value$46.5M (-$1.0M)
Filed 2026-10-26
Choreo, LLC
INCREASED
Shares62,700 from 56,702
Change+5,998 (+11%)
Value$46.4M (+$4.6M)
Filed 2026-10-28
Evolution Wealth Advisors, LLC
INCREASED
Shares62,470 from 46,255
Change+16,215 (+35%)
Value$46.2M (+$12.2M)
Filed 2026-11-03
Certified Advisory Corp
INCREASED
Shares62,269 from 61,040
Change+1,229 (+2%)
Value$46.1M (+$1.1M)
Filed 2026-10-29
Kozak & Associates, Inc.
DECREASED
Shares61,475 from 63,600
Change-2,125 (-3%)
Value$44.6M (-$1.5M)
Filed 2026-10-29
International Assets Investment Management, LLC
DECREASED
Shares61,070 from 61,186
Change-116 (0%)
Value$45.3M (+$945.2K)
Filed 2026-11-02
GC Wealth Management RIA, LLC
INCREASED
Shares60,368 from 51,494
Change+8,874 (+17%)
Value$44.7M (+$6.7M)
Filed 2026-11-02
FF Advisors,LLC
DECREASED
Shares60,242 from 60,288
Change-46 (0%)
Value$44.6M (+$169.3K)
Filed 2026-10-21
Blue Zone Wealth Advisors, LLC
INCREASED
Shares59,674 from 58,547
Change+1,127 (+2%)
Value$44.1M (+$1.0M)
Filed 2026-10-19
Royal Fund Management, LLC
INCREASED
Shares59,658 from 57,049
Change+2,609 (+5%)
Value$44.1M (+$2.1M)
Filed 2026-10-22
Connecticut Wealth Management, LLC
DECREASED
Shares58,130 from 58,148
Change-18 (0%)
Value$43.0M (+$182.6K)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
INCREASED
Shares57,824 from 56,328
Change+1,496 (+3%)
Value$42.8M (+$1.3M)
Filed 2026-10-23
KCM Investment Advisors LLC
DECREASED
Shares57,580 from 58,141
Change-561 (-1%)
Value$42.6M (-$219.6K)
Filed 2026-10-27
Amplius Wealth Advisors, LLC
INCREASED
Shares57,406 from 52,454
Change+4,952 (+9%)
Value$42.5M (+$3.8M)
Filed 2026-10-20
Balance Wealth Partners LLC
INCREASED
Shares57,041 from 52,718
Change+4,323 (+8%)
Value$42.2M (+$3.4M)
Filed 2026-10-27
Vise Technologies, Inc.
NEW
Shares56,599
Change+56,599
Value$41.9M
Filed 2026-10-29
iA Global Asset Management Inc.
INCREASED
Shares56,425 from 55,754
Change+671 (+1%)
Value$41.7M (+$685.0K)
Filed 2026-10-29
HUB Investment Partners, LLC
INCREASED
Shares56,349 from 52,697
Change+3,652 (+7%)
Value$41.7M (+$2.9M)
Filed 2026-11-03
Braeburn Wealth Management LLC
DECREASED
Shares56,262 from 57,603
Change-1,341 (-2%)
Value$41.6M (-$800.3K)
Filed 2026-10-15
Horizon Wealth Management, LLC
INCREASED
Shares55,705 from 46,062
Change+9,643 (+21%)
Value$41.2M (+$7.3M)
Filed 2026-11-02
Diesslin Group, Inc.
INCREASED
Shares55,705 from 52,745
Change+2,960 (+6%)
Value$41.2M (+$2.4M)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
DECREASED
Shares54,855 from 55,467
Change-612 (-1%)
Value$40.6M (-$265.2K)
Filed 2026-10-23
Investment Advisory Services Inc
INCREASED
Shares54,853 from 53,857
Change+996 (+2%)
Value$40.6M (+$918.5K)
Filed 2026-10-27
Madrona Financial Services, LLC
DECREASED
Shares54,721 from 64,049
Change-9,328 (-15%)
Value$40.5M (-$6.7M)
Filed 2026-10-23
Northern Capital Management, Inc.
DECREASED
Shares54,104 from 56,877
Change-2,773 (-5%)
Value$40.0M (-$1.9M)
Filed 2026-11-05
AJ Advisors, LLC
DECREASED
Shares54,062 from 55,168
Change-1,106 (-2%)
Value$40.0M (-$632.4K)
Filed 2026-10-29
Silverleafe Capital Partners, LLC
DECREASED
Shares53,722 from 53,907
Change-185 (0%)
Value$39.7M (+$45.1K)
Filed 2026-10-02
CIBC Asset Management Inc
DECREASED
Shares53,712 from 78,907
Change-25,195 (-32%)
Value$39.7M (-$18.4M)
Filed 2026-11-05
RFG Advisory, LLC
INCREASED
Shares53,497 from 52,562
Change+935 (+2%)
Value$39.6M (+$868.9K)
Filed 2026-11-03
Constellation Investments, Inc.
DECREASED
Shares53,181 from 175,908
Change-122,727 (-70%)
Value$39.3M (-$90.2M)
Filed 2026-10-28
Oppenheimer Asset Management Inc.
INCREASED
Shares53,118 from 51,960
Change+1,158 (+2%)
Value$39.3M (+$1.0M)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares51,705 from 49,090
Change+2,615 (+5%)
Value$38.2M (+$2.1M)
Filed 2026-11-03
Clarity Wealth Advisors, LLC
DECREASED
Shares51,053 from 53,200
Change-2,147 (-4%)
Value$37.8M (-$1.4M)
Filed 2026-10-21
BostonPremier Wealth LLC
INCREASED
Shares50,963 from 49,385
Change+1,578 (+3%)
Value$37.7M (+$1.3M)
Filed 2026-10-16
AtlasMark Financial, Inc
UNCHANGED
Shares50,930 from 50,930
Change0 (0%)
Value$37.7M (+$171.6K)
Filed 2026-10-13
Kwmg, LLC
INCREASED
Shares50,830 from 50,025
Change+805 (+2%)
Value$37.6M (+$764.7K)
Filed 2026-10-07
Crestwood Advisors Group, LLC
INCREASED
Shares50,717 from 49,701
Change+1,016 (+2%)
Value$37.5M (+$918.9K)
Filed 2026-10-27
Seal Cove Capital, LLC
NEW
Shares50,715
Change+50,715
Value$37.5M
Filed 2026-11-06
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares50,650 from 53,450
Change-2,800 (-5%)
Value$37.5M (-$1.9M)
Filed 2026-11-03
Triton Wealth Management, Pllc
INCREASED
Shares50,408 from 47,843
Change+2,565 (+5%)
Value$34.6M (+$556.6K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares50,373 from 47,996
Change+2,377 (+5%)
Value$37.3M (+$1.9M)
Filed 2026-10-26
HWG Holdings LP
INCREASED
Shares50,342 from 30,677
Change+19,665 (+64%)
Value$37.2M (+$14.7M)
Filed 2026-10-08
CV Advisors LLC
INCREASED
Shares49,994 from 33,938
Change+16,056 (+47%)
Value$37.0M (+$12.0M)
Filed 2026-10-13
Scott Capital Advisors, LLC
INCREASED
Shares49,893 from 45,828
Change+4,065 (+9%)
Value$37.8M (+$4.1M)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED
Shares49,801 from 112,507
Change-62,706 (-56%)
Value$36.8M (-$46.0M)
Filed 2026-10-16
Sepio Capital, LP
INCREASED
Shares49,736 from 21,389
Change+28,347 (+133%)
Value$36.8M (+$21.0M)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares49,555 from 46,890
Change+2,665 (+6%)
Value$36.7M (+$2.1M)
Filed 2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED
Shares49,275 from 48,429
Change+846 (+2%)
Value$36.5M (+$788.7K)
Filed 2026-10-09
Pilgrim Partners Asia Pte Ltd
DECREASED
Shares49,266 from 54,650
Change-5,384 (-10%)
Value$36.4M (-$3.8M)
Filed 2026-10-29
PKS Advisory Services, LLC
UNCHANGED
Shares49,211 from 49,211
Change0 (0%)
Value$36.3M ($0)
Filed 2026-10-26
Banta Asset Management LP
INCREASED
Shares49,058 from 48,591
Change+467 (+1%)
Value$36.3M (+$509.2K)
Filed 2026-11-02
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares48,927 from 49,306
Change-379 (-1%)
Value$36.2M (-$114.6K)
Filed 2026-10-22
PPS&V Asset Management Consultants, Inc.
DECREASED
Shares48,909 from 49,874
Change-965 (-2%)
Value$36.2M (-$546.2K)
Filed 2026-10-06
Wealth Group Ltd
DECREASED
Shares48,725 from 48,982
Change-257 (-1%)
Value$36.5M (+$452.9K)
Filed 2026-10-07
Flagship Wealth Advisors, LLC
INCREASED
Shares48,536 from 47,420
Change+1,116 (+2%)
Value$35.9M (+$985.9K)
Filed 2026-11-03
WealthCare Investment Partners, LLC
INCREASED
Shares47,811 from 44,954
Change+2,857 (+6%)
Value$35.4M (+$2.3M)
Filed 2026-11-05
Harfst & Associates, Inc.
DECREASED
Shares47,795 from 48,970
Change-1,175 (-2%)
Value$35.4M (-$703.9K)
Filed 2026-10-20
Archer Investment Corp
INCREASED
Shares47,697 from 45,223
Change+2,474 (+5%)
Value$35.3M (+$2.0M)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares47,488 from 33,464
Change+14,024 (+42%)
Value$35.1M (+$10.5M)
Filed 2026-10-26
Coyle Financial Counsel LLC
DECREASED
Shares46,947 from 49,250
Change-2,303 (-5%)
Value$34.7M (-$1.5M)
Filed 2026-10-28
MGO One Seven LLC
DECREASED
Shares46,808 from 48,473
Change-1,665 (-3%)
Value$34.6M (-$1.1M)
Filed 2026-10-28
Peterson Wealth Management
INCREASED
Shares46,807 from 44,722
Change+2,085 (+5%)
Value$34.6M (+$1.7M)
Filed 2026-11-06
MBE Wealth Management, LLC
DECREASED
Shares46,657 from 47,304
Change-647 (-1%)
Value$34.5M (-$319.7K)
Filed 2026-10-26
Hudock, Inc.
DECREASED
Shares46,514 from 47,072
Change-558 (-1%)
Value$34.4M (-$254.5K)
Filed 2026-10-14
Brighton Jones LLC
INCREASED
Shares45,957 from 45,301
Change+656 (+1%)
Value$34.0M (+$638.3K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
DECREASED
Shares45,939 from 51,669
Change-5,730 (-11%)
Value$34.0M (-$4.1M)
Filed 2026-10-21
Chicago Partners Investment Group LLC
INCREASED
Shares45,870 from 42,826
Change+3,044 (+7%)
Value$32.3M (+$2.7M)
Filed 2026-10-27
Fairway Wealth LLC
INCREASED
Shares45,857 from 45,774
Change+83 (+0%)
Value$33.9M (+$217.5K)
Filed 2026-10-30
Ellis Investment Partners, LLC
INCREASED
Shares45,843 from 45,814
Change+29 (+0%)
Value$33.9M (+$175.8K)
Filed 2026-10-21
Jmac Enterprises LLC
INCREASED
Shares45,683 from 45,564
Change+119 (+0%)
Value$33.8M (+$241.6K)
Filed 2026-10-30
Fairfield Financial Advisors, LTD
DECREASED
Shares45,545 from 47,604
Change-2,059 (-4%)
Value$33.7M (-$1.4M)
Filed 2026-10-14
Equitable Trust Co
DECREASED
Shares45,247 from 45,700
Change-453 (-1%)
Value$33.5M (-$181.1K)
Filed 2026-10-13
Burns J W & Co Inc
INCREASED
Shares45,160 from 44,862
Change+298 (+1%)
Value$33.4M (+$371.7K)
Filed 2026-10-20
Darrow Company, Inc.
DECREASED
Shares45,119 from 45,458
Change-339 (-1%)
Value$33.4M (-$62.1K)
Filed 2026-10-22
Virtue Capital Management, LLC
INCREASED
Shares44,570 from 27,045
Change+17,525 (+65%)
Value$33.0M (+$13.1M)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED
Shares44,491 from 44,330
Change+161 (+0%)
Value$32.9M (+$319.1K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
DECREASED
Shares44,448 from 44,914
Change-466 (-1%)
Value$32.9M (-$195.9K)
Filed 2026-10-16
Beacon Financial Planning, Inc
DECREASED
Shares44,429 from 45,449
Change-1,020 (-2%)
Value$32.9M (-$601.8K)
Filed 2026-11-04
Guardian Capital, LLC
INCREASED
Shares44,204 from 17,646
Change+26,558 (+151%)
Value$32.7M (+$19.7M)
Filed 2026-11-06
Sanders Morris Harris LLC
NEW
Shares44,153
Change+44,153
Value$32.8M
Filed 2026-10-14
Private Advisory Group LLC
DECREASED
Shares43,982 from 74,272
Change-30,290 (-41%)
Value$32.5M (-$22.2M)
Filed 2026-11-06
Eagle Global Advisors LLC
INCREASED
Shares43,494 from 40,335
Change+3,159 (+8%)
Value$32.2M (+$2.5M)
Filed 2026-11-02
Integrated Advisors Network LLC
DECREASED
Shares43,467 from 48,123
Change-4,656 (-10%)
Value$32.2M (-$3.3M)
Filed 2026-10-20
CRA Financial Services, LLC
INCREASED
Shares43,431 from 43,243
Change+188 (+0%)
Value$32.1M (+$284.6K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares43,363
Change+43,363
Value$30.5K
Filed 2026-11-03
New Perspectives, Inc
DECREASED
Shares42,997 from 43,452
Change-455 (-1%)
Value$31.8M (-$189.7K)
Filed 2026-10-14
LifeSteps Financial, Inc.
DECREASED
Shares41,878 from 44,460
Change-2,582 (-6%)
Value$31.0M (-$1.8M)
Filed 2026-10-15
Valeo Financial Advisors, LLC
DECREASED
Shares41,602 from 42,874
Change-1,272 (-3%)
Value$30.8M (-$795.9K)
Filed 2026-10-08
RIA Advisory Group LLC
DECREASED
Shares41,347 from 64,208
Change-22,861 (-36%)
Value$30.6M (-$16.7M)
Filed 2026-10-15
GenWealth Group, Inc.
DECREASED
Shares41,064 from 42,875
Change-1,811 (-4%)
Value$30.4M (-$1.2M)
Filed 2026-10-16
Granville Capital, Inc.
INCREASED
Shares40,499 from 38,314
Change+2,185 (+6%)
Value$30.0M (+$1.7M)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
DECREASED
Shares40,436 from 40,458
Change-22 (0%)
Value$29.9M (+$120.3K)
Filed 2026-11-04
Foster Victor Wealth Advisors, LLC
INCREASED
Shares40,387 from 38,163
Change+2,224 (+6%)
Value$29.0M (+$1.5M)
Filed 2026-10-21
Retirement Planning Group, LLC
DECREASED
Shares40,252 from 42,635
Change-2,383 (-6%)
Value$29.8M (-$1.6M)
Filed 2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares40,026 from 40,026
Change0 (0%)
Value$29.5M ($0)
Filed 2026-10-15
Wedmont Private Capital
INCREASED
Shares39,990 from 35,895
Change+4,095 (+11%)
Value$29.9M (+$3.9M)
Filed 2026-10-09
Prairie Advisory, LLC
INCREASED
Shares39,974 from 23,805
Change+16,169 (+68%)
Value$29.6M (+$12.0M)
Filed 2026-10-19
Reyes Financial Architecture, Inc.
INCREASED
Shares39,952 from 12,145
Change+27,807 (+229%)
Value$29.6M (+$20.6M)
Filed 2026-10-22
Apella Capital, LLC
DECREASED
Shares39,912 from 40,317
Change-405 (-1%)
Value$30.2M (+$1.6M)
Filed 2026-10-08
Capital Management Associates, Inc
INCREASED
Shares39,842 from 39,468
Change+374 (+1%)
Value$29.5M (+$409.9K)
Filed 2026-10-20
Green Ridge Wealth Planning LLC
INCREASED
Shares39,349 from 38,107
Change+1,242 (+3%)
Value$29.1M (+$1.0M)
Filed 2026-10-08
BAR Harbor Wealth Management
DECREASED
Shares39,102 from 39,114
Change-12 (0%)
Value$28.9M (+$122.9K)
Filed 2026-10-21
Ritholtz Wealth Management
DECREASED
Shares39,076 from 338,708
Change-299,632 (-88%)
Value$28.9M (-$220.5M)
Filed 2026-11-05
Foster Group, Inc.
DECREASED
Shares38,849 from 41,407
Change-2,558 (-6%)
Value$28.7M (-$1.8M)
Filed 2026-10-13
Commonwealth Financial Services, LLC
DECREASED
Shares38,700 from 59,472
Change-20,772 (-35%)
Value$28.6M (-$15.2M)
Filed 2026-10-20
Parisi Gray Wealth Management
INCREASED
Shares38,618 from 37,979
Change+639 (+2%)
Value$28.6M (+$600.6K)
Filed 2026-10-16
Steinberganna Wealth Management
INCREASED
Shares38,515 from 38,323
Change+192 (+1%)
Value$28.5M (+$271.6K)
Filed 2026-10-23
Thrive Capital Management, LLC
DECREASED
Shares38,514 from 39,112
Change-598 (-2%)
Value$28.5M (-$310.7K)
Filed 2026-10-28
Warwick Investment Management, Inc.
DECREASED
Shares38,447 from 38,783
Change-336 (-1%)
Value$28.4M (-$117.8K)
Filed 2026-10-19
Garde Capital, Inc.
INCREASED
Shares38,301 from 35,751
Change+2,550 (+7%)
Value$28.3M (+$2.0M)
Filed 2026-10-29
Cedar Mountain Advisors, LLC
DECREASED
Shares38,249 from 39,980
Change-1,731 (-4%)
Value$28.3M (-$1.1M)
Filed 2026-10-15
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares38,172 from 31,422
Change+6,750 (+21%)
Value$28.2M (+$5.1M)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED
Shares38,131 from 29,270
Change+8,861 (+30%)
Value$28.2M (+$7.0M)
Filed 2026-10-13
Family Capital Management, Inc.
DECREASED
Shares38,110 from 38,987
Change-877 (-2%)
Value$28.2M (-$517.4K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
INCREASED
Shares38,052 from 37,699
Change+353 (+1%)
Value$28.1M (+$388.1K)
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares37,828 from 47,181
Change-9,353 (-20%)
Value$28.0M (-$6.8M)
Filed 2026-10-15
Nations Financial Group Inc,
DECREASED
Shares37,758 from 51,660
Change-13,902 (-27%)
Value$27.9M (-$10.1M)
Filed 2026-11-05
Richmond Investment Services, LLC
INCREASED
Shares37,537 from 36,921
Change+616 (+2%)
Value$27.8M (+$580.1K)
Filed 2026-10-29
Falcon Wealth Planning
DECREASED
Shares36,941 from 104,118
Change-67,177 (-65%)
Value$27.3M (-$49.3M)
Filed 2026-11-06
Crescent Grove Advisors, LLC
INCREASED
Shares36,602 from 36,276
Change+326 (+1%)
Value$27.1M (+$360.6K)
Filed 2026-10-21
Three Bridge Wealth Advisors, LLC
INCREASED
Shares36,422 from 36,023
Change+399 (+1%)
Value$27.0M (+$414.4K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares36,415 from 34,347
Change+2,068 (+6%)
Value$26.9M (+$1.6M)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
INCREASED
Shares36,288 from 35,848
Change+440 (+1%)
Value$26.8M (+$26.8M)
Filed 2026-10-27
Washburn Capital Management, Inc.
DECREASED
Shares36,202 from 37,542
Change-1,340 (-4%)
Value$26.8M (-$864.4K)
Filed 2026-10-19
JB Capital LLC
INCREASED
Shares35,916 from 35,555
Change+361 (+1%)
Value$26.6M (+$386.8K)
Filed 2026-10-19
Clearstead Advisors, LLC
INCREASED
Shares35,401 from 34,378
Change+1,023 (+3%)
Value$26.2M (+$870.9K)
Filed 2026-11-06
E&G Advisors, LLC
INCREASED
Shares35,398 from 34,618
Change+780 (+2%)
Value$26.2M (+$693.7K)
Filed 2026-10-13
Mattern Wealth Management LLC
INCREASED
Shares35,293 from 35,150
Change+143 (+0%)
Value$26.1M (+$224.2K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
DECREASED
Shares35,084 from 38,843
Change-3,759 (-10%)
Value$26.0M (-$2.6M)
Filed 2026-10-27
Penobscot Investment Management Company, Inc.
DECREASED
Shares35,059 from 37,009
Change-1,950 (-5%)
Value$25.9M (-$1.3M)
Filed 2026-10-26
Eagle Capital Management, LLC
INCREASED
Shares35,042 from 35,028
Change+14 (+0%)
Value$25.9K (+$128)
Filed 2026-10-19
Magnolia Capital Management LTD
DECREASED
Shares35,013 from 35,345
Change-332 (-1%)
Value$25.9K (-$126)
Filed 2026-10-09
Fortis Group Advisors, LLC
DECREASED
Shares34,966 from 35,813
Change-847 (-2%)
Value$24.2M (-$2.2M)
Filed 2026-11-06
VVR Holdings LLC
INCREASED
Shares34,828 from 33,667
Change+1,161 (+3%)
Value$25.8M (+$972.6K)
Filed 2026-10-19
Vontobel Holding Ltd.
DECREASED
Shares34,798 from 40,895
Change-6,097 (-15%)
Value$25.7M (-$4.4M)
Filed 2026-10-16
Avondale Wealth Management
DECREASED
Shares34,600 from 34,603
Change-3 (0%)
Value$25.6M (+$114.8K)
Filed 2026-10-15
TrustBank
INCREASED
Shares34,476 from 34,356
Change+120 (+0%)
Value$25.5M (+$204.6K)
Filed 2026-10-20
Bensler, LLC
INCREASED
Shares34,415 from 32,731
Change+1,684 (+5%)
Value$25.5M (+$1.4M)
Filed 2026-11-05
Home Federal Bank of Tennessee
DECREASED
Shares34,322 from 35,598
Change-1,276 (-4%)
Value$25.4M (-$824.0K)
Filed 2026-10-15
Grandview Asset Management LLC
INCREASED
Shares34,304 from 30,038
Change+4,266 (+14%)
Value$25.4M (+$3.4M)
Filed 2026-10-19
AlphaCore Capital LLC
INCREASED
Shares34,299 from 27,974
Change+6,325 (+23%)
Value$25.4M (+$4.8M)
Filed 2026-11-04
HBW Advisory Services LLC
DECREASED
Shares33,995 from 57,393
Change-23,398 (-41%)
Value$25.1M (-$17.1M)
Filed 2026-10-15
Wealth Management Partners, LLC
DECREASED
Shares33,967 from 36,467
Change-2,500 (-7%)
Value$25.1M (-$1.7M)
Filed 2026-10-21
Cannon Capital Management, Inc.
NEW
Shares33,965
Change+33,965
Value$25.1M
Filed 2026-11-03
Certuity, LLC
DECREASED
Shares33,918 from 34,499
Change-581 (-2%)
Value$25.1M (-$209.1K)
Filed 2026-11-02
USAdvisors Wealth Management, LLC
INCREASED
Shares33,872 from 33,063
Change+809 (+2%)
Value$25.1K (-$24.3M)
Filed 2026-10-21
Kelsey Financial, LLC
DECREASED
Shares33,862 from 37,403
Change-3,541 (-9%)
Value$25.1M (-$2.5M)
Filed 2026-10-28
Financial Guidance Group, Inc.
INCREASED
Shares33,615 from 32,154
Change+1,461 (+5%)
Value$24.9M (+$1.2M)
Filed 2026-10-21
Pachira Investments Inc.
INCREASED
Shares33,361 from 28,589
Change+4,772 (+17%)
Value$24.7M (+$3.6M)
Filed 2026-10-14
Mesirow Financial Investment Management, Inc.
DECREASED
Shares33,291 from 34,939
Change-1,648 (-5%)
Value$24.6M (-$1.1M)
Filed 2026-11-05
Dumont & Blake Investment Advisors LLC
DECREASED
Shares33,233 from 33,624
Change-391 (-1%)
Value$24.6M (-$176.4K)
Filed 2026-10-28
Proathlete Wealth Management LLC
INCREASED
Shares33,194 from 31,458
Change+1,736 (+6%)
Value$24.6M (+$1.4M)
Filed 2026-10-15
PW Nova Financial Services LLC
DECREASED
Shares33,071 from 33,306
Change-235 (-1%)
Value$24.5M (-$61.5K)
Filed 2026-10-15
BXM Wealth LLC
DECREASED
Shares32,981 from 33,655
Change-674 (-2%)
Value$24.4M (-$384.9K)
Filed 2026-11-03
First United Bank & Trust
DECREASED
Shares32,914 from 32,944
Change-30 (0%)
Value$24.3M (+$88.8K)
Filed 2026-10-22
Asset Allocation Strategies LLC
NEW
Shares32,896
Change+32,896
Value$24.3M
Filed 2026-10-20
Koshinski Asset Management, Inc.
INCREASED
Shares32,647 from 32,099
Change+548 (+2%)
Value$24.2M (+$513.5K)
Filed 2026-10-29
VMS Asset Management Limited
NEW
Shares32,585
Change+32,585
Value$24.1M
Filed 2026-10-15
Pioneer Family Office, LLC
DECREASED
Shares32,577 from 38,297
Change-5,720 (-15%)
Value$24.1M (-$4.1M)
Filed 2026-10-30
Trinity Wealth Management, LLC
DECREASED
Shares32,532 from 32,722
Change-190 (-1%)
Value$24.1M (-$30.2K)
Filed 2026-10-13
Golden State Wealth Management, LLC
INCREASED
Shares32,451 from 31,300
Change+1,151 (+4%)
Value$24.0M (+$957.0K)
Filed 2026-11-02
Gouws Capital LLC
DECREASED
Shares32,340 from 33,088
Change-748 (-2%)
Value$23.9M (-$442.0K)
Filed 2026-10-09
Powell Investment Advisors, LLC
INCREASED
Shares32,181 from 32,024
Change+157 (+0%)
Value$23.8M (+$221.8K)
Filed 2026-10-22
Fairvoy Private Wealth, LLC
INCREASED
Shares31,977 from 31,838
Change+139 (+0%)
Value$23.7M (+$209.5K)
Filed 2026-10-19
Albion Financial Group
DECREASED
Shares31,949 from 32,167
Change-218 (-1%)
Value$23.6M (-$52.8K)
Filed 2026-10-21
Syntegra Private Wealth Group, LLC
DECREASED
Shares31,854 from 31,979
Change-125 (0%)
Value$23.6M (+$15.1K)
Filed 2026-10-13
Westside Investment Management, Inc.
INCREASED
Shares31,540 from 30,753
Change+787 (+3%)
Value$23.3M (+$700.6K)
Filed 2026-11-02
Enzi Wealth
INCREASED
Shares31,487 from 30,953
Change+534 (+2%)
Value$23.4M (+$1.1M)
Filed 2026-10-14
Fischer Financial Services, Inc.
INCREASED
Shares31,392 from 31,320
Change+72 (+0%)
Value$23.2M (+$158.2K)
Filed 2026-10-30
ICG Advisors, LLC
DECREASED
Shares31,282 from 31,571
Change-289 (-1%)
Value$23.1M (+$2.7M)
Filed 2026-10-20
Keybank National Association
INCREASED
Shares31,253 from 30,790
Change+463 (+2%)
Value$23.1M (+$446.3K)
Filed 2026-11-04
Financial Insights, Inc.
INCREASED
Shares31,218 from 29,790
Change+1,428 (+5%)
Value$23.1M (+$1.2M)
Filed 2026-10-27
WealthBridge Capital Management, LLC
INCREASED
Shares31,217 from 30,264
Change+953 (+3%)
Value$23.1M (+$806.7K)
Filed 2026-10-16
David J Yvars Group
INCREASED
Shares31,046 from 31,042
Change+4 (+0%)
Value$23.0M (+$111.0K)
Filed 2026-10-09
Founders Financial Securities LLC
DECREASED
Shares31,027 from 35,278
Change-4,251 (-12%)
Value$23.0M (-$3.0M)
Filed 2026-10-28
D'Orazio & Associates, Inc.
DECREASED
Shares30,551 from 32,236
Change-1,685 (-5%)
Value$22.6M (-$1.1M)
Filed 2026-11-04
Sigma Investment Counselors Inc
INCREASED
Shares30,477 from 25,299
Change+5,178 (+20%)
Value$22.5M (+$3.9M)
Filed 2026-10-27
Asset One Wealth Management LLC
DECREASED
Shares30,433 from 30,642
Change-209 (-1%)
Value$22.5M (+$520.4K)
Filed 2026-11-02
Platt Investment Counsel, LLC
DECREASED
Shares29,938 from 36,623
Change-6,685 (-18%)
Value$22.1M (-$4.8M)
Filed 2026-10-07
Destiny Capital Corp
DECREASED
Shares29,862 from 31,532
Change-1,670 (-5%)
Value$22.1M (-$1.1M)
Filed 2026-11-03
Global Wealth Strategies & Associates
DECREASED
Shares29,616 from 29,671
Change-55 (0%)
Value$21.9M (+$59.0K)
Filed 2026-10-02
Fox Financial, Inc
DECREASED
Shares29,480 from 30,272
Change-792 (-3%)
Value$21.8M (-$483.9K)
Filed 2026-10-29
Solidarity Wealth, LLC
INCREASED
Shares29,472 from 28,253
Change+1,219 (+4%)
Value$21.8M (+$997.0K)
Filed 2026-10-15
Capital Investment Advisors, LLC
INCREASED
Shares29,397 from 27,662
Change+1,735 (+6%)
Value$21.7M (+$1.4M)
Filed 2026-10-22
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares29,394 from 30,623
Change-1,229 (-4%)
Value$21.7M (-$806.1K)
Filed 2026-11-04
Townsend Asset Management Corp
DECREASED
Shares29,252 from 29,559
Change-307 (-1%)
Value$21.6M (-$127.2K)
Filed 2026-10-29
Bison Wealth, LLC
INCREASED
Shares29,213 from 29,138
Change+75 (+0%)
Value$21.8M (+$732.6K)
Filed 2026-10-13
Atlas Private Wealth Advisors
INCREASED
Shares29,200 from 28,670
Change+530 (+2%)
Value$21.6M (+$488.8K)
Filed 2026-10-23
Crew Capital Management, Ltd
DECREASED
Shares29,034 from 29,813
Change-779 (-3%)
Value$21.5M (-$475.5K)
Filed 2026-10-28
Alpha Zero LLC
INCREASED
Shares28,980 from 26,267
Change+2,713 (+10%)
Value$21.4M (+$2.9M)
Filed 2026-11-06
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares28,957 from 29,756
Change-799 (-3%)
Value$21.4M (-$491.3K)
Filed 2026-10-29
Merrithew & Thorsten Inc
INCREASED
Shares28,956 from 28,142
Change+814 (+3%)
Value$21.4M (+$698.0K)
Filed 2026-11-06
Ryan Investment Management, Inc.
INCREASED
Shares28,891 from 27,684
Change+1,207 (+4%)
Value$21.4M (+$986.2K)
Filed 2026-10-20
Nfsg Corp
INCREASED
Shares28,881 from 28,155
Change+726 (+3%)
Value$21.4M (+$632.2K)
Filed 2026-10-15
Garner Asset Management Corp
DECREASED
Shares28,696 from 28,985
Change-289 (-1%)
Value$20.4M (-$907.2K)
Filed 2026-10-30
DT Investment Partners, LLC
DECREASED
Shares28,629 from 28,714
Change-85 (0%)
Value$21.2M (+$33.9K)
Filed 2026-10-27
Rye Brook Capital LLC
DECREASED
Shares28,586 from 30,271
Change-1,685 (-6%)
Value$21.1K (-$22.3M)
Filed 2026-10-07
Financial Enhancement Group LLC
DECREASED
Shares28,566 from 29,534
Change-968 (-3%)
Value$21.6M (-$103.5K)
Filed 2026-10-08
Lee Financial Co
DECREASED
Shares28,565 from 28,746
Change-181 (-1%)
Value$21.1M (-$38.3K)
Filed 2026-10-16
ETF Portfolio Partners, Inc.
DECREASED
Shares28,539 from 28,568
Change-29 (0%)
Value$21.1M (+$74.8K)
Filed 2026-10-22
Droms Strauss Advisors Inc
DECREASED
Shares28,513 from 29,904
Change-1,391 (-5%)
Value$21.1M (-$928.3K)
Filed 2026-11-03
Compound Planning, Inc.
DECREASED
Shares28,472 from 28,922
Change-450 (-2%)
Value$21.1M (-$235.5K)
Filed 2026-11-05
Heritage OAK Wealth Advisors LLC
NEW
Shares28,466
Change+28,466
Value$21.1M
Filed 2026-10-14
Moors & Cabot, Inc.
INCREASED
Shares28,431 from 26,641
Change+1,790 (+7%)
Value$21.0M (+$1.4M)
Filed 2026-11-06
Vivid Wealth Management, LLC
DECREASED
Shares28,429 from 29,094
Change-665 (-2%)
Value$21.0M (-$393.9K)
Filed 2026-10-27
Acorn Financial Advisory Services Inc
INCREASED
Shares28,384 from 27,465
Change+919 (+3%)
Value$21.0M (+$773.5K)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares28,290 from 28,712
Change-422 (-1%)
Value$20.9M (-$215.7K)
Filed 2026-10-14
Redhawk Wealth Advisors, Inc.
INCREASED
Shares28,274 from 11,986
Change+16,288 (+136%)
Value$20.9M (+$12.1M)
Filed 2026-10-14
Bay Capital Advisors, LLC
INCREASED
Shares28,228 from 27,946
Change+282 (+1%)
Value$20.9M (+$302.7K)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares27,801 from 31,215
Change-3,414 (-11%)
Value$20.6M (-$2.4M)
Filed 2026-10-27
Benin Management Corp
DECREASED
Shares27,659 from 28,076
Change-417 (-1%)
Value$20.5M (-$213.9K)
Filed 2026-10-22
IPG Investment Advisors LLC
INCREASED
Shares27,555 from 17,712
Change+9,843 (+56%)
Value$20.4M (+$7.4M)
Filed 2026-10-30
Founders Capital Management
DECREASED
Shares27,525 from 27,936
Change-411 (-1%)
Value$20.4M (-$210.1K)
Filed 2026-10-13
KPP Advisory Services LLC
DECREASED
Shares27,505 from 33,563
Change-6,058 (-18%)
Value$20.3M (-$4.4M)
Filed 2026-10-26
Rareview Capital LLC
INCREASED
Shares27,481 from 26,341
Change+1,140 (+4%)
Value$20.3M (+$5.8M)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares27,474 from 24,680
Change+2,794 (+11%)
Value$20.3M (+$2.2M)
Filed 2026-10-23
Financial Concepts Unlimited, Inc.
INCREASED
Shares27,444 from 27,121
Change+323 (+1%)
Value$20.3M (+$330.6K)
Filed 2026-11-06
Avestar Capital, LLC
DECREASED
Shares27,426 from 62,347
Change-34,921 (-56%)
Value$20.3M (-$25.6M)
Filed 2026-10-28
Luken Investment Analytics, LLC
DECREASED
Shares27,312 from 27,354
Change-42 (0%)
Value$20.2M (+$61.1K)
Filed 2026-11-06
Verus Capital Partners, LLC
INCREASED
Shares27,197 from 25,485
Change+1,712 (+7%)
Value$20.1M (+$1.4M)
Filed 2026-11-03
Lake Street Private Wealth, LLC
INCREASED
Shares27,178 from 26,985
Change+193 (+1%)
Value$20.1M (+$235.5K)
Filed 2026-10-22
Chris Bulman Inc
INCREASED
Shares26,954 from 25,466
Change+1,488 (+6%)
Value$19.9M (+$1.2M)
Filed 2026-10-20
Davidson Kahn Capital Management, LLC
INCREASED
Shares26,769 from 26,160
Change+609 (+2%)
Value$19.8M (+$520.0K)
Filed 2026-10-26
Carbahal Olsen Financial Services Group, LLC
DECREASED
Shares26,727 from 27,747
Change-1,020 (-4%)
Value$19.8M (-$661.3K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares26,454 from 26,836
Change-382 (-1%)
Value$19.6M (-$192.3K)
Filed 2026-11-04
Bank Pictet & Cie (Europe) AG
DECREASED
Shares26,165 from 28,221
Change-2,056 (-7%)
Value$19.3M (-$1.4M)
Filed 2026-10-20
Private Wealth Partners, LLC
DECREASED
Shares26,163 from 27,550
Change-1,387 (-5%)
Value$19.4M (-$933.2K)
Filed 2026-10-22
Lauer Wealth, LLC
DECREASED
Shares26,035 from 32,633
Change-6,598 (-20%)
Value$19.5M (-$4.0M)
Filed 2026-10-13
Davidson Capital Management Inc.
DECREASED
Shares25,992 from 26,254
Change-262 (-1%)
Value$19.2M (-$105.3K)
Filed 2026-10-15
Schear Investment Advisers, LLC
INCREASED
Shares25,903 from 3,904
Change+21,999 (+564%)
Value$19.2M (+$16.3M)
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares25,903 from 25,928
Change-25 (0%)
Value$19.2M (+$68.6K)
Filed 2026-10-14
Jacksonville Wealth Management, LLC
INCREASED
Shares25,736 from 23,936
Change+1,800 (+8%)
Value$19.0M (+$1.4M)
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares25,697 from 24,254
Change+1,443 (+6%)
Value$19.0M (+$1.1M)
Filed 2026-11-04
Buska Wealth Management, LLC
INCREASED
Shares25,444 from 23,633
Change+1,811 (+8%)
Value$18.8M (+$1.4M)
Filed 2026-10-08
Lighthouse Wealth Management Inc.
INCREASED
Shares25,417 from 24,988
Change+429 (+2%)
Value$18.8M (+$401.7K)
Filed 2026-10-13
jvl associates llc
DECREASED
Shares25,276 from 25,736
Change-460 (-2%)
Value$18.7M (-$254.3K)
Filed 2026-10-09
Wesbanco Bank Inc
DECREASED
Shares25,254 from 26,321
Change-1,067 (-4%)
Value$18.7M (-$700.6K)
Filed 2026-11-04
Gerald Baker Financial Group LLC
INCREASED
Shares25,152 from 24,772
Change+380 (+2%)
Value$18.6M (+$364.8K)
Filed 2026-10-09
Mechanics Bank Trust Department
INCREASED
Shares25,145 from 25,040
Change+105 (+0%)
Value$18.6M (+$162.1K)
Filed 2026-10-13
Gerber, LLC
DECREASED
Shares25,136 from 25,197
Change-61 (0%)
Value$18.6M (+$39.5K)
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares25,107 from 23,553
Change+1,554 (+7%)
Value$18.6M (+$1.2M)
Filed 2026-10-14
Sheets Smith Wealth Management
DECREASED
Shares25,090 from 27,593
Change-2,503 (-9%)
Value$18.6M (-$1.8M)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
INCREASED
Shares25,040 from 24,936
Change+104 (+0%)
Value$14.8M (-$286.6K)
Filed 2026-11-04
Accurate Wealth Management, LLC
INCREASED
Shares25,000 from 11,940
Change+13,060 (+109%)
Value$18.6M (+$9.9M)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
INCREASED
Shares24,998 from 19,854
Change+5,144 (+26%)
Value$18.5M (+$3.9M)
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares24,852 from 24,057
Change+795 (+3%)
Value$18.1M (+$399.9K)
Filed 2026-10-15
Soltis Investment Advisors LLC
INCREASED
Shares24,789 from 21,594
Change+3,195 (+15%)
Value$18.3M (+$2.4M)
Filed 2026-10-28
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares24,721 from 25,103
Change-382 (-2%)
Value$18.3M (-$198.5K)
Filed 2026-10-29
Ascentis Independent Advisors
INCREASED
Shares24,707 from 5,199
Change+19,508 (+375%)
Value$18.3M (+$14.5M)
Filed 2026-11-03
Claro Advisors Inc.
DECREASED
Shares24,693 from 25,691
Change-998 (-4%)
Value$18.3M (-$651.3K)
Filed 2026-11-02
First Horizon Corp
INCREASED
Shares24,573 from 24,288
Change+285 (+1%)
Value$18.2M (+$292.7K)
Filed 2026-10-26
LJI Wealth Management, LLC
DECREASED
Shares24,496 from 24,990
Change-494 (-2%)
Value$18.1M (-$281.4K)
Filed 2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED
Shares24,433 from 24,823
Change-390 (-2%)
Value$18.1M (-$204.5K)
Filed 2026-11-04
Chatham Capital Group, Inc.
INCREASED
Shares24,399 from 23,305
Change+1,094 (+5%)
Value$18.0M (+$887.8K)
Filed 2026-10-16
Associated Banc-Corp
INCREASED
Shares24,337 from 24,328
Change+9 (+0%)
Value$18.0M (+$88.6K)
Filed 2026-10-30
Refined Wealth Management
INCREASED
Shares24,323 from 23,018
Change+1,305 (+6%)
Value$18.0M (+$1.0M)
Filed 2026-10-13
Outlook Wealth Advisors, LLC
INCREASED
Shares24,276 from 24,240
Change+36 (+0%)
Value$18.0M (+$107.7K)
Filed 2026-10-28
Cherrydale Wealth Management, LLC
INCREASED
Shares24,271 from 23,656
Change+615 (+3%)
Value$18.0M (+$534.7K)
Filed 2026-10-20
Integral Investment Advisors, Inc.
DECREASED
Shares24,229 from 24,582
Change-353 (-1%)
Value$17.9M (-$178.3K)
Filed 2026-11-03
Quattro Financial Advisors LLC
DECREASED
Shares24,125 from 27,998
Change-3,873 (-14%)
Value$17.8M (-$2.8M)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED
Shares24,066 from 23,235
Change+831 (+4%)
Value$17.8M (+$692.4K)
Filed 2026-10-13
Calamos Wealth Management LLC
INCREASED
Shares23,714 from 22,986
Change+728 (+3%)
Value$17.5M (+$616.2K)
Filed 2026-11-02
Cornerstone Planning Group LLC
DECREASED
Shares23,688 from 24,844
Change-1,156 (-5%)
Value$17.8M (+$272.6K)
Filed 2026-10-16
Americana Partners, LLC
INCREASED
Shares23,676 from 23,606
Change+70 (+0%)
Value$17.5M (+$131.1K)
Filed 2026-10-28
Erickson Financial Group, LLC
INCREASED
Shares23,645 from 23,644
Change+1 (0%)
Value$17.5M (+$80.4K)
Filed 2026-11-05
Antonelli Financial Advisors, LLC
DECREASED
Shares23,621 from 25,803
Change-2,182 (-8%)
Value$17.5M (-$1.5M)
Filed 2026-10-13
Louisiana State Employees Retirement System
DECREASED
Shares23,600 from 42,900
Change-19,300 (-45%)
Value$17.5M (-$14.1M)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
INCREASED
Shares23,576 from 22,910
Change+666 (+3%)
Value$17.4M (+$569.4K)
Filed 2026-10-21
Finley Financial, LLC
DECREASED
Shares23,556 from 23,606
Change-50 (0%)
Value$17.5M (+$95.8K)
Filed 2026-10-28
Buck Wealth Strategies, LLC
INCREASED
Shares23,545 from 15,103
Change+8,442 (+56%)
Value$17.4M (+$6.3M)
Filed 2026-10-28
JSF Financial, LLC
INCREASED
Shares23,516 from 23,361
Change+155 (+1%)
Value$17.4M (+$193.3K)
Filed 2026-10-22
Iams Wealth Management, LLC
DECREASED
Shares23,425 from 24,659
Change-1,234 (-5%)
Value$17.3M (-$831.5K)
Filed 2026-10-15
Alliance Wealth Advisors, LLC
INCREASED
Shares23,215 from 22,198
Change+1,017 (+5%)
Value$17.2M (+$827.2K)
Filed 2026-10-14
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares23,149 from 23,097
Change+52 (+0%)
Value$17.1M (+$116.1K)
Filed 2026-10-15
Cypress Capital Group
DECREASED
Shares23,132 from 23,532
Change-400 (-2%)
Value$17.1M (-$216.6K)
Filed 2026-11-03
Ebert Capital Management Inc.
DECREASED
Shares23,094 from 24,245
Change-1,151 (-5%)
Value$17.1M (-$769.8K)
Filed 2026-10-08
Financial Freedom, LLC
DECREASED
Shares22,861 from 23,645
Change-784 (-3%)
Value$16.9M (-$500.2K)
Filed 2026-11-06
Seros Financial, LLC
DECREASED
Shares22,616 from 24,888
Change-2,272 (-9%)
Value$16.7M (-$1.6M)
Filed 2026-10-21
Thayer Partners, LLC / MA
DECREASED
Shares22,544 from 23,386
Change-842 (-4%)
Value$16.7M (-$544.6K)
Filed 2026-11-06
Coastline Trust Co
DECREASED
Shares22,531 from 28,788
Change-6,257 (-22%)
Value$16.7M (-$4.5M)
Filed 2026-10-01
Victory Financial Group, LLC
INCREASED
Shares22,486 from 9,955
Change+12,531 (+126%)
Value$16.6M (+$9.3M)
Filed 2026-10-27
Avior Wealth Management, LLC
DECREASED
Shares22,457 from 24,157
Change-1,700 (-7%)
Value$16.6M (-$1.2M)
Filed 2026-10-13
Keystone Wealth Services, LLC
DECREASED
Shares22,446 from 22,491
Change-45 (0%)
Value$16.6M (+$1.2K)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares22,110 from 24,923
Change-2,813 (-11%)
Value$16.4M (-$2.0M)
Filed 2026-10-14
Wilkerson Advisory Group LLC
INCREASED
Shares22,064 from 20,534
Change+1,530 (+7%)
Value$16.3M (+$1.2M)
Filed 2026-10-20
Clear Creek Financial Management, LLC
DECREASED
Shares22,026 from 30,919
Change-8,893 (-29%)
Value$16.3M (-$6.5M)
Filed 2026-10-28
Everett Harris & Co
DECREASED
Shares21,841 from 21,850
Change-9 (0%)
Value$16.2M (+$67.0K)
Filed 2026-10-28
Junk Investment Group, LLC
INCREASED
Shares21,838 from 20,025
Change+1,813 (+9%)
Value$16.2M (+$1.4M)
Filed 2026-10-19
Baron Financial Group, LLC
DECREASED
Shares21,665 from 21,691
Change-26 (0%)
Value$16.0M (+$54.0K)
Filed 2026-10-09
Northland Securities, Inc.
DECREASED
Shares21,649 from 44,538
Change-22,889 (-51%)
Value$33.0M (+$173.8K)
Filed 2026-11-02
Simplex Trading, LLC
INCREASED
Shares21,532 from 12,600
Change+8,932 (+71%)
Value$15.9M (+$6.7M)
Filed 2026-11-04
Park Capital Management, LLC / WI
INCREASED
Shares21,478 from 21,163
Change+315 (+1%)
Value$15.9M (+$304.0K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
INCREASED
Shares21,215 from 20,442
Change+773 (+4%)
Value$15.7M (+$640.8K)
Filed 2026-11-06
Arch Global Advisors, LLC
INCREASED
Shares21,052 from 20,293
Change+759 (+4%)
Value$15.6M (+$645.8K)
Filed 2026-10-23
Wealth Quarterback LLC
DECREASED
Shares20,967 from 22,702
Change-1,735 (-8%)
Value$15.5M (-$1.2M)
Filed 2026-10-20
Unique Wealth, LLC
DECREASED
Shares20,944 from 22,629
Change-1,685 (-7%)
Value$15.5M (-$1.2M)
Filed 2026-10-16
SAX Wealth Advisors, LLC
INCREASED
Shares20,921 from 17,948
Change+2,973 (+17%)
Value$15.5M (+$5.1M)
Filed 2026-10-13
RVW Wealth, LLC
DECREASED
Shares20,887 from 21,209
Change-322 (-2%)
Value$15.5M (-$166.6K)
Filed 2026-10-06
Partners Wealth Management, LLC
INCREASED
Shares20,884 from 1,883
Change+19,001 (+1009%)
Value$15.5M (+$14.1M)
Filed 2026-10-28
Bernardo Wealth Planning LLC
INCREASED
Shares20,856 from 10,651
Change+10,205 (+96%)
Value$15.4M (+$7.6M)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares20,737 from 17,136
Change+3,601 (+21%)
Value$15.3M (+$2.7M)
Filed 2026-10-30
Destiny Wealth Partners, LLC
INCREASED
Shares20,726 from 1,552
Change+19,174 (+1235%)
Value$14.1M (+$13.0M)
Filed 2026-11-05
Sovran Advisors, LLC
INCREASED
Shares20,669 from 19,076
Change+1,593 (+8%)
Value$14.8M (+$2.2M)
Filed 2026-11-02
Midwest Financial Group LLC
INCREASED
Shares20,573 from 20,168
Change+405 (+2%)
Value$15.2M (+$367.8K)
Filed 2026-10-15
Gradient Investments LLC
INCREASED
Shares20,470 from 18,321
Change+2,149 (+12%)
Value$15.1M (+$1.7M)
Filed 2026-10-08
Spire Wealth Management
DECREASED
Shares20,452 from 32,192
Change-11,740 (-36%)
Value$15.1M (-$8.6M)
Filed 2026-10-30
McAlister, Sweet & Associates, Inc.
INCREASED
Shares20,452 from 20,342
Change+110 (+1%)
Value$15.1M (+$150.3K)
Filed 2026-10-07
First Nebraska Trust Co
DECREASED
Shares20,406 from 20,992
Change-586 (-3%)
Value$15.1M (-$363.0K)
Filed 2026-10-30
CFM Wealth Partners LLC
DECREASED
Shares20,348 from 20,557
Change-209 (-1%)
Value$15.1M (-$85.2K)
Filed 2026-11-05
Lifestyle Asset Management, Inc.
INCREASED
Shares20,290 from 19,866
Change+424 (+2%)
Value$15.0M (+$380.3K)
Filed 2026-10-20
Genesee Capital Advisors, LLC
DECREASED
Shares20,250 from 21,752
Change-1,502 (-7%)
Value$15.0M (-$1.0M)
Filed 2026-10-20
Family Office Research LLC
DECREASED
Shares20,231 from 20,817
Change-586 (-3%)
Value$15.0M (-$363.2K)
Filed 2026-10-14
Quadcap Wealth Management, LLC
DECREASED
Shares20,193 from 20,358
Change-165 (-1%)
Value$14.9M (-$54.5K)
Filed 2026-11-02
Tennessee Valley Asset Management Partners
DECREASED
Shares20,184 from 20,739
Change-555 (-3%)
Value$14.9M (-$340.2K)
Filed 2026-11-03
Journey Advisory Group, LLC
INCREASED
Shares20,182 from 18,731
Change+1,451 (+8%)
Value$14.9M (+$1.1M)
Filed 2026-11-04
Central Trust Co
DECREASED
Shares20,134 from 20,916
Change-782 (-4%)
Value$14.9M (-$508.0K)
Filed 2026-11-05
Smith Shellnut Wilson LLC
DECREASED
Shares20,063 from 21,320
Change-1,257 (-6%)
Value$14.8M (-$858.0K)
Filed 2026-10-21
Valmark Advisers, Inc.
INCREASED
Shares19,959 from 17,608
Change+2,351 (+13%)
Value$14.8M (+$1.8M)
Filed 2026-11-06
Capital Investment Counsel, LLC
DECREASED
Shares19,931 from 20,028
Change-97 (0%)
Value$14.7M (-$4.0K)
Filed 2026-10-14
Blue Square Asset Management, LLC
INCREASED
Shares19,925 from 19,474
Change+451 (+2%)
Value$14.7M (+$399.3K)
Filed 2026-11-02
Traynor Capital Management, Inc.
DECREASED
Shares19,852 from 19,892
Change-40 (0%)
Value$14.7M (+$37.0K)
Filed 2026-10-29
WealthPLAN Partners, LLC
INCREASED
Shares19,847 from 19,640
Change+207 (+1%)
Value$14.7M (+$219.0K)
Filed 2026-10-15
HMS Capital Management, LLC
DECREASED
Shares19,778 from 20,173
Change-395 (-2%)
Value$14.6M (-$224.7K)
Filed 2026-10-20
WPG Advisers, LLC
INCREASED
Shares19,774 from 19,260
Change+514 (+3%)
Value$14.6M (+$445.1K)
Filed 2026-10-27
Fortress Financial Solutions, LLC
NEW
Shares19,761
Change+19,761
Value$14.6M
Filed 2026-10-14
Flagstar Securities, Inc
DECREASED
Shares19,753 from 22,498
Change-2,745 (-12%)
Value$14.6M (-$2.0M)
Filed 2026-10-15
Scissortail Wealth Management, LLC
INCREASED
Shares19,648 from 19,230
Change+418 (+2%)
Value$14.5M (+$373.7K)
Filed 2026-11-03
Sentinel Trust Co LBA
DECREASED
Shares19,604 from 19,802
Change-198 (-1%)
Value$14.5M (+$14.5M)
Filed 2026-11-03
MCF Advisors LLC
INCREASED
Shares19,563 from 18,979
Change+584 (+3%)
Value$14.5M (+$495.8K)
Filed 2026-10-28
Midwest Trust Co
DECREASED
Shares19,528 from 25,741
Change-6,213 (-24%)
Value$14.4M (-$4.5M)
Filed 2026-10-22
Private Trust Co NA
INCREASED
Shares19,524 from 19,295
Change+229 (+1%)
Value$14.4M (+$234.7K)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares19,480 from 17,341
Change+2,139 (+12%)
Value$14.4M (+$1.6M)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares19,346 from 19,798
Change-452 (-2%)
Value$14.3M (-$267.4K)
Filed 2026-11-04
Telos Capital Management, Inc.
DECREASED
Shares19,342 from 19,627
Change-285 (-1%)
Value$14.3M (-$144.4K)
Filed 2026-11-02
Cynosure Group, LLC
DECREASED
Shares19,341 from 21,555
Change-2,214 (-10%)
Value$14.3M (-$1.6M)
Filed 2026-11-03
CMG Global Holdings, LLC
INCREASED
Shares19,306 from 18,480
Change+826 (+4%)
Value$14.3M (+$673.0K)
Filed 2026-10-14
Weitzel Financial Services, Inc.
INCREASED
Shares19,217 from 18,714
Change+503 (+3%)
Value$14.4M (+$1.1M)
Filed 2026-10-16
Mach-1 Financial Group, LLC
INCREASED
Shares19,192 from 17,997
Change+1,195 (+7%)
Value$14.2M (+$944.4K)
Filed 2026-11-06
Mullooly Asset Management, Inc.
DECREASED
Shares19,182 from 19,274
Change-92 (0%)
Value$14.2M (-$3.5K)
Filed 2026-10-30
Rezny Wealth Management, Inc.
DECREASED
Shares19,080 from 20,909
Change-1,829 (-9%)
Value$14.1M (-$1.3M)
Filed 2026-10-15
Caldwell Trust Co
DECREASED
Shares19,044 from 19,128
Change-84 (0%)
Value$14.1M (+$2.3K)
Filed 2026-10-30
Strategic Financial Group, LLC
DECREASED
Shares18,996 from 19,377
Change-381 (-2%)
Value$14.1M (-$216.6K)
Filed 2026-10-08
North Star Investment Management Corp.
DECREASED
Shares18,931 from 19,390
Change-459 (-2%)
Value$14.0M (-$273.7K)
Filed 2026-10-27
World Equity Group, Inc.
DECREASED
Shares18,844 from 24,368
Change-5,524 (-23%)
Value$14.0M (-$4.0M)
Filed 2026-10-14
Carnegie Investment Counsel
INCREASED
Shares18,740 from 18,692
Change+48 (+0%)
Value$13.9M (+$98.3K)
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares18,667
Change+18,667
Value$13.8M
Filed 2026-10-27
Planned Solutions, Inc.
DECREASED
Shares18,638 from 21,415
Change-2,777 (-13%)
Value$13.8M (-$2.0M)
Filed 2026-10-19
New England Private Wealth Advisors LLC
INCREASED
Shares18,611 from 18,534
Change+77 (+0%)
Value$13.8M (+$1.1M)
Filed 2026-10-19
Blue Bell Private Wealth Management, LLC
INCREASED
Shares18,570 from 13,922
Change+4,648 (+33%)
Value$13.7M (+$3.5M)
Filed 2026-10-29
Curtis Advisory Group, LLC
INCREASED
Shares18,470 from 15,785
Change+2,685 (+17%)
Value$13.7M (+$2.0M)
Filed 2026-10-28
RDA Financial Network
INCREASED
Shares18,422 from 17,795
Change+627 (+4%)
Value$13.6M (+$523.2K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
DECREASED
Shares18,387 from 18,821
Change-434 (-2%)
Value$13.6M (-$257.3K)
Filed 2026-10-26
Intesa Sanpaolo Wealth Management
INCREASED
Shares18,287 from 18,139
Change+148 (+1%)
Value$13.5M (+$170.6K)
Filed 2026-10-28
Fulton Breakefield Broenniman LLC
INCREASED
Shares18,090 from 15,535
Change+2,555 (+16%)
Value$13.4M (+$1.9M)
Filed 2026-11-03
Solano Wealth Investment Advisors LLC
DECREASED
Shares18,054 from 18,397
Change-343 (-2%)
Value$13.4M (-$192.3K)
Filed 2026-11-06
Diversified Management Inc
INCREASED
Shares17,997 from 17,826
Change+171 (+1%)
Value$13.3M (+$186.6K)
Filed 2026-10-08
Tepp RIA, LLC
DECREASED
Shares17,876 from 23,669
Change-5,793 (-24%)
Value$13.2M (-$4.2M)
Filed 2026-10-14
Apollon Financial, LLC
DECREASED
Shares17,866 from 18,072
Change-206 (-1%)
Value$13.2M (-$91.4K)
Filed 2026-10-23
Legacy Wealth Partners, LLC
NEW
Shares17,856
Change+17,856
Value$13.2M
Filed 2026-10-15
TopTier Wealth Management, LLC
INCREASED
Shares17,775 from 17,746
Change+29 (+0%)
Value$13.1M (+$81.3K)
Filed 2026-10-16
TKG Advisors, LLC
INCREASED
Shares17,703 from 17,634
Change+69 (+0%)
Value$13.1M (+$110.2K)
Filed 2026-11-02
Relyea Zuckerberg Hanson LLC
DECREASED
Shares17,694 from 18,421
Change-727 (-4%)
Value$13.1M (-$475.8K)
Filed 2026-10-20
Madrid Financial Services
DECREASED
Shares17,664 from 18,029
Change-365 (-2%)
Value$13.1M (-$209.2K)
Filed 2026-11-03
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares17,660 from 17,670
Change-10 (0%)
Value$13.1M (+$50.8K)
Filed 2026-10-26
Lakeshore Capital Group, Inc.
DECREASED
Shares17,604 from 17,654
Change-50 (0%)
Value$13.0M (+$22.4K)
Filed 2026-10-20
O'Connor Financial Group LLC
INCREASED
Shares17,602 from 17,442
Change+160 (+1%)
Value$13.0M (+$177.1K)
Filed 2026-10-26
JP Wealth Management, Inc.
DECREASED
Shares17,557 from 17,697
Change-140 (-1%)
Value$13.0M (-$43.9K)
Filed 2026-10-07
Daymark Wealth Partners, LLC
INCREASED
Shares17,361 from 17,101
Change+260 (+2%)
Value$12.8M (+$250.1K)
Filed 2026-11-04
StrongBox Wealth, LLC
DECREASED
Shares17,327 from 18,009
Change-682 (-4%)
Value$12.8M (-$444.0K)
Filed 2026-11-02
Absolute Capital Management, LLC
DECREASED
Shares17,251 from 20,626
Change-3,375 (-16%)
Value$12.8M (-$2.4M)
Filed 2026-10-16
Legacy Advisors, LLC
INCREASED
Shares16,962 from 16,947
Change+15 (+0%)
Value$12.6M (+$81.0K)
Filed 2026-10-19
HBK Sorce Advisory LLC
DECREASED
Shares16,930 from 19,510
Change-2,580 (-13%)
Value$11.0M (-$3.0M)
Filed 2026-11-06
Plus Group Wealth Advisors LLC
INCREASED
Shares16,883 from 16,458
Change+425 (+3%)
Value$12.5M (+$369.6K)
Filed 2026-10-19
Matauro, LLC
INCREASED
Shares16,823 from 7,216
Change+9,607 (+133%)
Value$12.4M (+$7.1M)
Filed 2026-11-03
Mystic Asset Management, Inc.
DECREASED
Shares16,740 from 16,827
Change-87 (-1%)
Value$12.4M (-$7.7K)
Filed 2026-10-15
Magnus Financial Group LLC
INCREASED
Shares16,669 from 16,664
Change+5 (+0%)
Value$12.3M (+$59.9K)
Filed 2026-10-21
B&D White Capital Company, LLC
DECREASED
Shares16,467 from 16,471
Change-4 (0%)
Value$12.2M (+$52.5K)
Filed 2026-11-02
3Edge Asset Management, LP
DECREASED
Shares16,441 from 119,693
Change-103,252 (-86%)
Value$12.2M (-$76.0M)
Filed 2026-10-30
Arcataur Capital Management LLC
INCREASED
Shares16,419 from 16,235
Change+184 (+1%)
Value$12.1M (+$190.6K)
Filed 2026-10-21
NWF Advisory Services Inc.
DECREASED
Shares16,369 from 16,833
Change-464 (-3%)
Value$12.1M (-$286.0K)
Filed 2026-10-19
Flagship Private Wealth, LLC
DECREASED
Shares16,325 from 16,560
Change-235 (-1%)
Value$12.1M (-$118.2K)
Filed 2026-11-05
Littlejohn Financial Services, Inc.
DECREASED
Shares16,298 from 20,013
Change-3,715 (-19%)
Value$12.1M (-$2.7M)
Filed 2026-11-06
CWS Financial Advisors, LLC
INCREASED
Shares16,235 from 16,217
Change+18 (+0%)
Value$12.0M (+$68.0K)
Filed 2026-10-16
Washington Growth Strategies LLC
INCREASED
Shares16,160 from 16,014
Change+146 (+1%)
Value$12.0M (+$162.0K)
Filed 2026-10-19
Triad Wealth Partners, LLC
INCREASED
Shares16,106 from 9,126
Change+6,980 (+76%)
Value$11.9M (+$5.5M)
Filed 2026-10-26
Cullen T Bankers, Inc.
INCREASED
Shares16,055 from 15,599
Change+456 (+3%)
Value$11.9M (+$390.2K)
Filed 2026-10-28
Strategent Financial, LLC
DECREASED
Shares16,051 from 16,180
Change-129 (-1%)
Value$11.9M (-$40.9K)
Filed 2026-10-30
True Freedom Investing, LLC
INCREASED
Shares16,038 from 5,871
Change+10,167 (+173%)
Value$11.9M (+$8.5M)
Filed 2026-10-29
Northbridge Financial Group, LLC
DECREASED
Shares15,887 from 16,387
Change-500 (-3%)
Value$12.1M (+$1.2K)
Filed 2026-11-05
Vision Financial Markets LLC
DECREASED
Shares15,771 from 16,206
Change-435 (-3%)
Value$11.7M (-$235.1K)
Filed 2026-10-22
Cordoba Advisory Partners LLC
INCREASED
Shares15,753 from 15,025
Change+728 (+5%)
Value$11.7M (+$597.1K)
Filed 2026-10-19
Chemung Canal Trust Co
DECREASED
Shares15,753 from 15,813
Change-60 (0%)
Value$11.7M (+$8.9K)
Filed 2026-11-04
Fermata Advisors, LLC
DECREASED
Shares15,744 from 16,560
Change-816 (-5%)
Value$11.6M (-$547.7K)
Filed 2026-10-13
Strategic Blueprint, LLC
INCREASED
Shares15,632 from 14,600
Change+1,032 (+7%)
Value$11.6M (+$812.1K)
Filed 2026-10-22
Richards, Merrill & Peterson, Inc.
DECREASED
Shares15,611 from 15,835
Change-224 (-1%)
Value$11.5M (-$112.3K)
Filed 2026-10-19
Watershed Private Wealth LLC
DECREASED
Shares15,585 from 16,129
Change-544 (-3%)
Value$11.5M (-$348.2K)
Filed 2026-10-30
Spectrum Strategic Capital Management, LLC
INCREASED
Shares15,556 from 15,235
Change+321 (+2%)
Value$11.5M (+$288.8K)
Filed 2026-10-22
Tempus Wealth Planning, LLC
DECREASED
Shares15,521 from 15,926
Change-405 (-3%)
Value$11.5M (-$245.7K)
Filed 2026-10-14
Soundwatch Capital LLC
INCREASED
Shares15,434 from 15,057
Change+377 (+3%)
Value$11.6M (+$480.4K)
Filed 2026-11-04
Strengthening Families & Communities, LLC
DECREASED
Shares15,433 from 15,628
Change-195 (-1%)
Value$11.4M (-$91.2K)
Filed 2026-10-21
Fortem Financial Group, LLC
DECREASED
Shares15,431 from 15,477
Change-46 (0%)
Value$11.4M (+$18.1K)
Filed 2026-10-20
Timothy G. Youngquist 2020 Irrevocable Trust
UNCHANGED
Shares15,423 from 15,423
Change0 (0%)
Value$11.4M (+$52.0K)
Filed 2026-10-13
Tsfg, LLC
DECREASED
Shares15,407 from 18,305
Change-2,898 (-16%)
Value$11.4K (-$13.5M)
Filed 2026-10-23
Sage Capital Management, LLC
INCREASED
Shares15,402 from 15,157
Change+245 (+2%)
Value$11.4M (+$235.5K)
Filed 2026-10-20
HighRoad Wealth Advisors, LLC
DECREASED
Shares15,325 from 16,600
Change-1,275 (-8%)
Value$11.3M (-$887.3K)
Filed 2026-10-14
Warner Financial, Inc
INCREASED
Shares15,300 from 15,295
Change+5 (+0%)
Value$11.3M (+$55.1K)
Filed 2026-11-06
Milestone Asset Management Group, LLC
INCREASED
Shares15,199 from 13,690
Change+1,509 (+11%)
Value$11.2M (+$1.2M)
Filed 2026-10-20
Surience Private Wealth LLC
INCREASED
Shares15,178 from 12,846
Change+2,332 (+18%)
Value$11.2M (+$1.8M)
Filed 2026-10-16
American State Bank (Iowa)
DECREASED
Shares15,117 from 15,429
Change-312 (-2%)
Value$11.2M (-$178.8K)
Filed 2026-11-03
Baker Tilly Wealth Management, LLC
DECREASED
Shares15,012 from 15,018
Change-6 (0%)
Value$11.1M (+$45.7K)
Filed 2026-10-05
G&S Capital LLC
INCREASED
Shares14,999 from 14,671
Change+328 (+2%)
Value$11.1M (+$292.1K)
Filed 2026-10-23
Cannon Advisors, Inc.
INCREASED
Shares14,886 from 14,791
Change+95 (+1%)
Value$11.1M (+$424.3K)
Filed 2026-10-14
Balefire, LLC
DECREASED
Shares14,712 from 16,165
Change-1,453 (-9%)
Value$10.9M (-$1.0M)
Filed 2026-10-09
New Wave Wealth Advisors LLC
INCREASED
Shares14,620 from 9,172
Change+5,448 (+59%)
Value$10.9M (+$4.1M)
Filed 2026-10-19
City Holding Co
INCREASED
Shares14,608 from 13,407
Change+1,201 (+9%)
Value$10.8M (+$933.4K)
Filed 2026-10-19
My Personal CFO, LLC
INCREASED
Shares14,583 from 14,401
Change+182 (+1%)
Value$10.8M (+$183.5K)
Filed 2026-10-14
Seven Hills Financial, LLC
NEW
Shares14,567
Change+14,567
Value$10.8M
Filed 2026-10-13
Howard Financial Services, Ltd.
INCREASED
Shares14,519 from 14,432
Change+87 (+1%)
Value$10.7M (+$112.8K)
Filed 2026-10-15
Guidance Capital, Inc
DECREASED
Shares14,478 from 15,166
Change-688 (-5%)
Value$9.9M (-$845.1K)
Filed 2026-11-03
Main Street Group, LTD
DECREASED
Shares14,432 from 14,495
Change-63 (0%)
Value$10.7M (+$2.5K)
Filed 2026-10-28
J. Team Financial, Inc.
INCREASED
Shares14,419 from 12,826
Change+1,593 (+12%)
Value$10.7M (+$1.2M)
Filed 2026-11-03
Rakuten Investment Management, Inc.
DECREASED
Shares14,409 from 45,934
Change-31,525 (-69%)
Value$10.6M (-$22.6M)
Filed 2026-10-30
RHL Group, LLC
INCREASED
Shares14,361 from 4,745
Change+9,616 (+203%)
Value$10.6M (+$7.1M)
Filed 2026-11-04
Guardian Wealth Advisors, LLC
DECREASED
Shares14,312 from 14,909
Change-597 (-4%)
Value$10.3M (-$656.0K)
Filed 2026-10-30
Gibraltar Capital Management, Inc.
INCREASED
Shares14,257 from 13,470
Change+787 (+6%)
Value$10.5M (+$627.6K)
Filed 2026-10-27
First Security Investment Management, Inc.
DECREASED
Shares14,252 from 15,224
Change-972 (-6%)
Value$10.5M (-$667.8K)
Filed 2026-11-05
First International Bank of Israel Ltd.
INCREASED
Shares14,188 from 13,902
Change+286 (+2%)
Value$10.5M (+$258.4K)
Filed 2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares14,143 from 13,775
Change+368 (+3%)
Value$10.5M (+$318.7K)
Filed 2026-10-15
Pettinga Financial Advisors LLC
INCREASED
Shares14,116 from 13,801
Change+315 (+2%)
Value$10.4M (+$279.6K)
Filed 2026-10-13
Kieckhefer Group LLC
INCREASED
Shares14,087 from 14,083
Change+4 (+0%)
Value$10.4M (+$50.8K)
Filed 2026-10-13
Modera Wealth Management, LLC
INCREASED
Shares14,086 from 13,699
Change+387 (+3%)
Value$10.4M (+$332.7K)
Filed 2026-10-28
Kellett Wealth Advisors, LLC
DECREASED
Shares14,072 from 14,395
Change-323 (-2%)
Value$10.4M (-$190.3K)
Filed 2026-10-15
Central Pacific Bank - Trust Division
DECREASED
Shares14,045 from 14,103
Change-58 (0%)
Value$10.4M (+$4.6K)
Filed 2026-10-06
Prosperitas Financial LLC
DECREASED
Shares14,023 from 15,517
Change-1,494 (-10%)
Value$10.4M (-$1.1M)
Filed 2026-10-28
RWQ Financial Management Services, Inc.
INCREASED
Shares14,012 from 7,465
Change+6,547 (+88%)
Value$10.4M (+$4.9M)
Filed 2026-10-19
J. Safra Sarasin Holding AG
DECREASED
Shares13,993 from 15,628
Change-1,635 (-10%)
Value$9.3M (-$1.1M)
Filed 2026-10-26
Capstone Wealth Management Group, LLC
DECREASED
Shares13,969 from 14,571
Change-602 (-4%)
Value$8.4M (-$2.3M)
Filed 2026-11-05
Harbour Trust & Investment Management Co
DECREASED
Shares13,935 from 14,143
Change-208 (-1%)
Value$10.3M (-$106.2K)
Filed 2026-10-28
Nabity-Jensen Investment Management Inc
DECREASED
Shares13,919 from 13,967
Change-48 (0%)
Value$10.3M (+$11.8K)
Filed 2026-10-23
Moneco Advisors, LLC
INCREASED
Shares13,908 from 13,601
Change+307 (+2%)
Value$10.3M (+$272.4K)
Filed 2026-11-05
Meridian Financial Advisors, LLC
DECREASED
Shares13,902 from 13,948
Change-46 (0%)
Value$10.3M (+$13.0K)
Filed 2026-10-14
Finivi Inc.
INCREASED
Shares13,883 from 13,769
Change+114 (+1%)
Value$10.3M (+$131.2K)
Filed 2026-10-13
Stillwater Wealth Management Group
INCREASED
Shares13,880 from 11,881
Change+1,999 (+17%)
Value$10.3M (+$1.5M)
Filed 2026-10-21
Ameliora Wealth Management Ltd.
INCREASED
Shares13,818 from 8,788
Change+5,030 (+57%)
Value$10.2M (+$3.8M)
Filed 2026-10-23
Lighthouse Financial LLC
DECREASED
Shares13,752 from 17,208
Change-3,456 (-20%)
Value$10.2M (-$2.5M)
Filed 2026-10-23
Advisortrust Partners, LLC
DECREASED
Shares13,697 from 14,173
Change-476 (-3%)
Value$10.1M (-$303.8K)
Filed 2026-11-02
Eastern Bank
INCREASED
Shares13,669 from 13,131
Change+538 (+4%)
Value$10.1M (+$442.2K)
Filed 2026-10-05
WJ Wealth Management, LLC
DECREASED
Shares13,662 from 13,721
Change-59 (0%)
Value$10.1M (+$2.6K)
Filed 2026-11-03
Founders Capital Management, LLC
UNCHANGED
Shares13,660 from 13,660
Change0 (0%)
Value$10.1M (+$46.0K)
Filed 2026-10-23
Blue Capital, Inc.
DECREASED
Shares13,645 from 14,487
Change-842 (-6%)
Value$10.1M (-$574.3K)
Filed 2026-10-13
White Pine Investment Co
DECREASED
Shares13,537 from 13,583
Change-46 (0%)
Value$10.0K (-$10.0M)
Filed 2026-10-15
Sapient Capital LLC
INCREASED
Shares13,536 from 12,848
Change+688 (+5%)
Value$10.0M (+$551.8K)
Filed 2026-10-08
Pinkerton Wealth, LLC
INCREASED
Shares13,525 from 5,781
Change+7,744 (+134%)
Value$10.0M (+$6.7M)
Filed 2026-10-29
Herbst Group, LLC
DECREASED
Shares13,490 from 13,934
Change-444 (-3%)
Value$10.0M (-$281.3K)
Filed 2026-10-20
Aprio Wealth Management, LLC
DECREASED
Shares13,407 from 16,261
Change-2,854 (-18%)
Value$9.9M (-$2.1M)
Filed 2026-10-28
Fingerlakes Wealth Management, Inc.
DECREASED
Shares13,395 from 13,694
Change-299 (-2%)
Value$9.9M (-$175.2K)
Filed 2026-11-04
Cyr Financial Inc.
INCREASED
Shares13,388 from 12,700
Change+688 (+5%)
Value$9.9M (+$551.6K)
Filed 2026-10-16
Krilogy Financial LLC
DECREASED
Shares13,382 from 14,476
Change-1,094 (-8%)
Value$10.0M (-$676.7K)
Filed 2026-10-13
Box Hill Private Wealth LLC
INCREASED
Shares13,368 from 12,191
Change+1,177 (+10%)
Value$9.9M (+$911.7K)
Filed 2026-10-05
Dale Q Rice Investment Management Ltd
DECREASED
Shares13,348 from 13,420
Change-72 (-1%)
Value$9.9M (-$8.0K)
Filed 2026-10-09
Capital Squared Financial LLC
INCREASED
Shares13,338 from 13,038
Change+300 (+2%)
Value$9.9M (+$265.5K)
Filed 2026-10-30
Shepherd Financial Partners LLC
DECREASED
Shares13,329 from 13,358
Change-29 (0%)
Value$9.9M (+$23.8K)
Filed 2026-11-03
Sound Income Strategies, LLC
INCREASED
Shares13,324 from 12,907
Change+417 (+3%)
Value$10.0M (+$456.4K)
Filed 2026-10-09
Martin Capital Advisors, LLP
INCREASED
Shares13,286 from 13,283
Change+3 (+0%)
Value$9.8M (+$47.0K)
Filed 2026-10-15
DSG Capital Advisors, LLC
DECREASED
Shares13,139 from 13,506
Change-367 (-3%)
Value$9.7M (-$295)
Filed 2026-11-05
Ramiah Investment Group
DECREASED
Shares13,107 from 14,066
Change-959 (-7%)
Value$9.7M (-$662.0K)
Filed 2026-10-20
Dedeker Financial LLC
DECREASED
Shares13,058 from 13,343
Change-285 (-2%)
Value$9.7M (-$165.6K)
Filed 2026-10-23
Trust Co of Vermont
INCREASED
Shares13,042 from 12,718
Change+324 (+3%)
Value$9.6M (+$282.5K)
Filed 2026-10-21
Marin Bay Wealth Advisors, LLC
DECREASED
Shares13,025 from 13,268
Change-243 (-2%)
Value$9.6M (-$135.3K)
Filed 2026-10-28
Blue Sky Capital Consultants Group, Inc.
DECREASED
Shares12,974 from 13,167
Change-193 (-1%)
Value$9.6M (-$98.2K)
Filed 2026-10-13
Ibex Wealth Advisors
DECREASED
Shares12,931 from 13,429
Change-498 (-4%)
Value$9.6M (-$323.4K)
Filed 2026-11-06
Gill Capital Partners, LLC
DECREASED
Shares12,881 from 12,939
Change-58 (0%)
Value$9.5M (+$879)
Filed 2026-10-13
Post Resch Tallon Group Inc.
INCREASED
Shares12,830 from 11,426
Change+1,404 (+12%)
Value$9.5M (+$1.1M)
Filed 2026-10-09
Griffin Asset Management, Inc.
DECREASED
Shares12,677 from 13,814
Change-1,137 (-8%)
Value$9.4M (-$794.6K)
Filed 2026-10-22
Marathon Wealth Advisors LLC
INCREASED
Shares12,660 from 12,234
Change+426 (+3%)
Value$9.4M (+$356.9K)
Filed 2026-11-04
RMR Wealth Builders
DECREASED
Shares12,647 from 13,336
Change-689 (-5%)
Value$9.4M (-$465.0K)
Filed 2026-10-22
Southland Equity Partners LLC
INCREASED
Shares12,612 from 12,603
Change+9 (+0%)
Value$9.3M (+$48.8K)
Filed 2026-10-14
Morangie Management LLC
INCREASED
Shares12,599 from 12,487
Change+112 (+1%)
Value$9.3M (+$124.5K)
Filed 2026-10-15
Global Trust Asset Management, LLC
DECREASED
Shares12,583 from 12,679
Change-96 (-1%)
Value$9.3M (-$28.2K)
Filed 2026-10-19
Narwhal Capital Management
DECREASED
Shares12,567 from 12,866
Change-299 (-2%)
Value$9.3M (-$178.1K)
Filed 2026-11-04
Titleist Asset Management, LLC
DECREASED
Shares12,552 from 13,196
Change-644 (-5%)
Value$9.3M (-$432.1K)
Filed 2026-10-08
Cornerstone Advisory, LLC
INCREASED
Shares12,540 from 11,154
Change+1,386 (+12%)
Value$9.3M (+$1.1M)
Filed 2026-11-06
Ferguson Wellman Capital Management, Inc
DECREASED
Shares12,526 from 14,377
Change-1,851 (-13%)
Value$9.3M (-$1.3M)
Filed 2026-10-05
Trek Financial, LLC
DECREASED
Shares12,496 from 13,784
Change-1,288 (-9%)
Value$9.2M (-$906.5K)
Filed 2026-10-29
Principle Wealth Partners LLC
DECREASED
Shares12,494 from 12,611
Change-117 (-1%)
Value$9.2M (-$44.1K)
Filed 2026-11-02
TruNorth Capital Management, LLC
INCREASED
Shares12,400 from 12,375
Change+25 (+0%)
Value$9.2M (+$60.2K)
Filed 2026-10-14
Strategy Asset Managers LLC
INCREASED
Shares12,361 from 12,235
Change+126 (+1%)
Value$9.1M (+$135.0K)
Filed 2026-10-14
Busey Bank
INCREASED
Shares12,319 from 12,043
Change+276 (+2%)
Value$9.1M (+$244.8K)
Filed 2026-10-26
Councilor Wealth, LLC
INCREASED
Shares12,068 from 11,533
Change+535 (+5%)
Value$8.9M (+$434.7K)
Filed 2026-10-09
Annex Advisory Services, LLC
INCREASED
Shares12,047 from 11,730
Change+317 (+3%)
Value$8.9M (+$273.2K)
Filed 2026-10-16
Base Wealth Management LLC
INCREASED
Shares12,038 from 11,363
Change+675 (+6%)
Value$8.9M (+$537.4K)
Filed 2026-10-21
Verde Capital Management
DECREASED
Shares12,037 from 12,700
Change-663 (-5%)
Value$8.9M (-$447.4K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares11,924 from 11,121
Change+803 (+7%)
Value$8.8M (+$631.5K)
Filed 2026-10-13
Trust Co of Toledo NA
INCREASED
Shares11,915 from 11,567
Change+348 (+3%)
Value$8.8M (+$296.4K)
Filed 2026-10-16
Fulton Bank, N.A.
INCREASED
Shares11,771 from 8,780
Change+2,991 (+34%)
Value$8.7M (+$2.2M)
Filed 2026-10-14
Kestra Investment Management, LLC
INCREASED
Shares11,726 from 4,081
Change+7,645 (+187%)
Value$8.7M (+$5.7M)
Filed 2026-11-04
Clark Asset Management, LLC
INCREASED
Shares11,720 from 11,620
Change+100 (+1%)
Value$8.7M (+$113.2K)
Filed 2026-10-19
LongView Wealth Management
DECREASED
Shares11,691 from 11,700
Change-9 (0%)
Value$8.6M (+$32.7K)
Filed 2026-10-19
XML Financial, LLC
DECREASED
Shares11,658 from 11,670
Change-12 (0%)
Value$8.6M (+$30.3K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
INCREASED
Shares11,648 from 9,893
Change+1,755 (+18%)
Value$8.6M (+$1.3M)
Filed 2026-10-30
Cadinha & Co LLC
DECREASED
Shares11,595 from 12,305
Change-710 (-6%)
Value$8.6M (-$483.8K)
Filed 2026-10-22
Split Rock Private Trading & Wealth Management, LLC
DECREASED
Shares11,554 from 11,595
Change-41 (0%)
Value$8.5M (+$9.1K)
Filed 2026-10-15
Canandaigua National Bank & Trust Co
DECREASED
Shares11,536 from 11,850
Change-314 (-3%)
Value$8.5M (-$192.4K)
Filed 2026-10-07
Nadler Financial Group, Inc.
DECREASED
Shares11,470 from 11,520
Change-50 (0%)
Value$8.5M (+$1.9K)
Filed 2026-10-23
Graetz Wealth LLC
DECREASED
Shares11,437 from 11,974
Change-537 (-4%)
Value$8.5M (-$357.0K)
Filed 2026-10-27
LexAurum Advisors, LLC
INCREASED
Shares11,371 from 10,819
Change+552 (+5%)
Value$8.4M (+$444.6K)
Filed 2026-10-19
Insight Advisors, LLC/ PA
DECREASED
Shares11,352 from 11,547
Change-195 (-2%)
Value$8.4M (-$104.7K)
Filed 2026-10-22
Accel Wealth Management
INCREASED
Shares11,337 from 10,259
Change+1,078 (+11%)
Value$8.4M (+$831.7K)
Filed 2026-10-13
WealthTrust Asset Management, LLC
INCREASED
Shares11,334 from 6,970
Change+4,364 (+63%)
Value$8.4M (+$3.3M)
Filed 2026-10-22
Williams Jones Wealth Management, Llc.
DECREASED
Shares11,330 from 11,479
Change-149 (-1%)
Value$8.4M (-$71.5K)
Filed 2026-11-05
Miramontes Capital, LLC
INCREASED
Shares11,315 from 10,657
Change+658 (+6%)
Value$8.4M (+$523.1K)
Filed 2026-10-19
National Wealth Management Group, LLC
DECREASED
Shares11,261 from 11,443
Change-182 (-2%)
Value$8.3M (-$96.1K)
Filed 2026-10-26
Elevation Capital Advisory, LLC
DECREASED
Shares11,257 from 12,852
Change-1,595 (-12%)
Value$8.3M (-$1.1M)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
DECREASED
Shares11,241 from 15,552
Change-4,311 (-28%)
Value$8.3M (-$2.9M)
Filed 2026-11-04
Laurel OAK Wealth Management, LLC
INCREASED
Shares11,221 from 10,928
Change+293 (+3%)
Value$8.3M (+$254.1K)
Filed 2026-10-19
HCR Wealth Advisors
DECREASED
Shares11,202 from 11,304
Change-102 (-1%)
Value$8.3M (-$36.3K)
Filed 2026-10-15
Reflection Asset Management
INCREASED
Shares11,191 from 8,945
Change+2,246 (+25%)
Value$8.3M (+$1.7M)
Filed 2026-10-28
Wealth Advisory Solutions, LLC
DECREASED
Shares11,182 from 11,223
Change-41 (0%)
Value$8.3M (+$7.5K)
Filed 2026-10-20
Blue Trust, Inc.
INCREASED
Shares11,181 from 10,598
Change+583 (+6%)
Value$8.3M (+$467.1K)
Filed 2026-10-15
Retirement Planning Co of New England, Inc.
DECREASED
Shares11,149 from 11,762
Change-613 (-5%)
Value$8.2M (-$413.8K)
Filed 2026-10-15
Rockport Wealth LLC
INCREASED
Shares11,049 from 7,968
Change+3,081 (+39%)
Value$8.2M (+$2.3M)
Filed 2026-11-03
BlueChip Wealth Advisors LLC
INCREASED
Shares11,041 from 10,265
Change+776 (+8%)
Value$8.2M (+$611.3K)
Filed 2026-11-03
Riverbend Wealth Management, LLC
INCREASED
Shares10,992 from 9,561
Change+1,431 (+15%)
Value$8.1M (+$1.1M)
Filed 2026-10-15
Fortune Financial Group, Inc.
INCREASED
Shares10,990 from 10,942
Change+48 (+0%)
Value$8.1M (+$72.8K)
Filed 2026-10-22
EdgeRock Capital LLC
DECREASED
Shares10,953 from 11,506
Change-553 (-5%)
Value$8.1M (-$369.8K)
Filed 2026-11-03
Financial Partners Group, Inc
DECREASED
Shares10,932 from 11,012
Change-80 (-1%)
Value$8.1M (-$22.0K)
Filed 2026-10-19
Winch Advisory Services, LLC
INCREASED
Shares10,903 from 10,800
Change+103 (+1%)
Value$8.1M (+$112.8K)
Filed 2026-11-06
Vigilare Wealth Management
INCREASED
Shares10,886 from 3,555
Change+7,331 (+206%)
Value$8.1M (+$5.4M)
Filed 2026-10-29
Sage Mountain Advisors LLC
UNCHANGED
Shares10,846 from 10,846
Change0 (0%)
Value$8.0M (+$36.6K)
Filed 2026-11-02
Nikulski Financial, Inc.
DECREASED
Shares10,804 from 11,651
Change-847 (-7%)
Value$8.0M (-$587.3K)
Filed 2026-11-06
Compass Financial Management LLC
DECREASED
Shares10,728 from 11,136
Change-408 (-4%)
Value$7.9M (-$190.3K)
Filed 2026-10-30
Signaturefd, LLC
INCREASED
Shares10,707 from 9,742
Change+965 (+10%)
Value$7.9M (+$747.0K)
Filed 2026-10-23
Camelot Technology Advisors, Inc.
DECREASED
Shares10,702 from 10,901
Change-199 (-2%)
Value$7.9M (-$110.7K)
Filed 2026-10-09
Joseph P. Lucia & Associates, LLC
INCREASED
Shares10,674 from 10,378
Change+296 (+3%)
Value$7.9M (+$253.6K)
Filed 2026-10-30
Warren Street Wealth Advisors, LLC
INCREASED
Shares10,622 from 10,559
Change+63 (+1%)
Value$7.9M (+$82.4K)
Filed 2026-11-04
Cresta Advisors, Ltd.
DECREASED
Shares10,614 from 19,480
Change-8,866 (-46%)
Value$7.9M (-$6.5M)
Filed 2026-10-14
Sims Investment Management, LLC
DECREASED
Shares10,603 from 10,616
Change-13 (0%)
Value$7.8M (+$26.3K)
Filed 2026-10-13
McGuire Investment Group, LLC
INCREASED
Shares10,572 from 10,569
Change+3 (+0%)
Value$7.8M (+$37.8K)
Filed 2026-10-23
Cypress Wealth Services, LLC
INCREASED
Shares10,565 from 10,553
Change+12 (+0%)
Value$8.0M (+$234.7K)
Filed 2026-10-21
Leelyn Smith, LLC
INCREASED
Shares10,546 from 9,676
Change+870 (+9%)
Value$7.8M (+$675.6K)
Filed 2026-11-03
Quartz Partners, LLC
INCREASED
Shares10,527 from 9,394
Change+1,133 (+12%)
Value$7.8M (+$869.8K)
Filed 2026-11-03
Lazard Freres Gestion S.A.S.
INCREASED
Shares10,506 from 8,561
Change+1,945 (+23%)
Value$7.8M (+$1.5M)
Filed 2026-11-03
Vicus Capital
DECREASED
Shares10,506 from 11,820
Change-1,314 (-11%)
Value$7.8M (-$932.0K)
Filed 2026-11-05
Rasp Wealth Solutions, LLC
INCREASED
Shares10,485 from 10,479
Change+6 (+0%)
Value$7.8M (+$39.9K)
Filed 2026-11-06
Fiduciary Alliance LLC
DECREASED
Shares10,463 from 10,897
Change-434 (-4%)
Value$7.7M (-$284.1K)
Filed 2026-10-13
WBH Advisory Inc
DECREASED
Shares10,423 from 10,503
Change-80 (-1%)
Value$7.7M (-$24.5K)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
DECREASED
Shares10,401 from 10,415
Change-14 (0%)
Value$7.8M (+$242.6K)
Filed 2026-10-13
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares10,337 from 9,985
Change+352 (+4%)
Value$7.6M (+$294.1K)
Filed 2026-10-19
DBK Financial Counsel, LLC
UNCHANGED
Shares10,327 from 10,327
Change0 (0%)
Value$7.6M (+$34.8K)
Filed 2026-10-13
Advisory Resource Group
DECREASED
Shares10,304 from 10,979
Change-675 (-6%)
Value$7.6M (-$462.2K)
Filed 2026-10-26
Strategic Advisors LLC
DECREASED
Shares10,278 from 11,532
Change-1,254 (-11%)
Value$7.6M (-$888.9K)
Filed 2026-10-13
Atticus Wealth Management, LLC
DECREASED
Shares10,272 from 10,799
Change-527 (-5%)
Value$7.6M (-$353.6K)
Filed 2026-10-20
Global Assets Advisory, LLC
DECREASED
Shares10,267 from 10,316
Change-49 (0%)
Value$7.8M (+$246.6K)
Filed 2026-10-28
Arthur M. Cohen & Associates, LLC
DECREASED
Shares10,249 from 10,283
Change-34 (0%)
Value$7.6M (+$9.3K)
Filed 2026-10-26
Triumph Capital Management
DECREASED
Shares10,183 from 10,734
Change-551 (-5%)
Value$7.5M (-$371.5K)
Filed 2026-10-14
Advisory Solutions Group, LLC
INCREASED
Shares10,175 from 10,123
Change+52 (+1%)
Value$7.5M (+$72.6K)
Filed 2026-10-14
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares10,124 from 11,114
Change-990 (-9%)
Value$7.5M (-$694.9K)
Filed 2026-10-13
Lmcg Investments, LLC
DECREASED
Shares10,068 from 10,407
Change-339 (-3%)
Value$7.4M (-$215.7K)
Filed 2026-10-21
Oakwell Private Wealth Management, LLC
INCREASED
Shares10,063 from 9,989
Change+74 (+1%)
Value$7.4M (+$88.5K)
Filed 2026-11-06
Calamos Advisors LLC
INCREASED
Shares10,063 from 10,040
Change+23 (+0%)
Value$7.4M (+$50.9K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
DECREASED
Shares10,059 from 10,112
Change-53 (-1%)
Value$7.4M (-$5.0K)
Filed 2026-10-13
Beacon Advisors Holdings, LLC
INCREASED
Shares9,994 from 9,803
Change+191 (+2%)
Value$7.4M (+$174.8K)
Filed 2026-10-27
JFS Wealth Advisors, LLC
INCREASED
Shares9,979 from 9,956
Change+23 (+0%)
Value$7.4M (+$49.7K)
Filed 2026-11-03
Cordatus Wealth Management LLC
DECREASED
Shares9,952 from 10,555
Change-603 (-6%)
Value$7.4M (-$410.5K)
Filed 2026-10-19
Independent Wealth Network Inc.
INCREASED
Shares9,940 from 9,896
Change+44 (+0%)
Value$7.4M (+$65.5K)
Filed 2026-10-19
Hyposwiss Advisors SA
DECREASED
Shares9,889 from 11,524
Change-1,635 (-14%)
Value$7.3M (-$1.2M)
Filed 2026-10-26
Ledgewood Wealth Advisors, LLC
DECREASED
Shares9,869 from 9,906
Change-37 (0%)
Value$7.3M (+$6.1K)
Filed 2026-10-09
Uptick Partners, LLC
DECREASED
Shares9,811 from 9,852
Change-41 (0%)
Value$7.3M (+$3.1K)
Filed 2026-11-04
West Bancorporation Inc
INCREASED
Shares9,806 from 8,078
Change+1,728 (+21%)
Value$7.3M (+$1.3M)
Filed 2026-10-29
Armstrong Advisory Group, Inc
INCREASED
Shares9,783 from 9,759
Change+24 (+0%)
Value$7.2M (+$50.1K)
Filed 2026-10-09
Marino, Stram & Associates LLC
INCREASED
Shares9,768 from 9,617
Change+151 (+2%)
Value$7.2M (+$144.5K)
Filed 2026-10-22
Diversified Portfolios, Inc.
INCREASED
Shares9,753 from 3,655
Change+6,098 (+167%)
Value$7.2M (+$4.5M)
Filed 2026-11-04
Avaii Wealth Management, LLC
INCREASED
Shares9,740 from 9,340
Change+400 (+4%)
Value$7.3M (+$423.4K)
Filed 2026-10-09
Aberdeen Group plc
INCREASED
Shares9,721 from 8,625
Change+1,096 (+13%)
Value$7.2M (+$839.9K)
Filed 2026-11-06
Objective Capital Management, LLC
INCREASED
Shares9,719 from 9,580
Change+139 (+1%)
Value$7.2M (+$134.6K)
Filed 2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares9,696 from 9,664
Change+32 (+0%)
Value$7.0M (+$141.3K)
Filed 2026-10-21
Private Client Services, LLC
DECREASED
Shares9,694 from 12,825
Change-3,131 (-24%)
Value$7.2M (-$2.3M)
Filed 2026-10-02
Vavra Capital Management, LLC
INCREASED
Shares9,691 from 2,252
Change+7,439 (+330%)
Value$7.2M (+$5.5M)
Filed 2026-10-14
Seamount Financial Group Inc
DECREASED
Shares9,662 from 9,771
Change-109 (-1%)
Value$7.1M (-$47.5K)
Filed 2026-10-21
Montag A & Associates Inc
INCREASED
Shares9,661 from 7,350
Change+2,311 (+31%)
Value$7.2M (+$1.7M)
Filed 2026-10-29
White Lighthouse Investment Management Inc.
DECREASED
Shares9,645 from 9,837
Change-192 (-2%)
Value$7.1M (-$109.1K)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
DECREASED
Shares9,608 from 11,021
Change-1,413 (-13%)
Value$7.1M (-$1.0M)
Filed 2026-10-08
Amtrust Financial Services, Inc.
UNCHANGED
Shares9,600 from 9,600
Change0 (0%)
Value$7.1M (+$32.4K)
Filed 2026-10-19
Cottage Street Advisors LLC
INCREASED
Shares9,593 from 9,295
Change+298 (+3%)
Value$7.1M (+$259.6K)
Filed 2026-10-19
Leslie Global Wealth, LLC
INCREASED
Shares9,588 from 9,449
Change+139 (+1%)
Value$7.1M (+$134.7K)
Filed 2026-10-26
Visionary Horizons, LLC
DECREASED
Shares9,496 from 9,573
Change-77 (-1%)
Value$7.0M (-$24.9K)
Filed 2026-10-22
Key Client Fiduciary Advisors, LLC
INCREASED
Shares9,480 from 9,211
Change+269 (+3%)
Value$7.0M (+$230.5K)
Filed 2026-10-19
Searle & Co.
UNCHANGED
Shares9,466 from 9,466
Change0 (0%)
Value$7.0M (+$31.9K)
Filed 2026-11-04
Ulland Investment Advisors, LLC
DECREASED
Shares9,451 from 9,528
Change-77 (-1%)
Value$7.0K (-$25)
Filed 2026-10-13
Aurora Private Wealth, Inc.
DECREASED
Shares9,423 from 9,530
Change-107 (-1%)
Value$7.0K (-$7.0M)
Filed 2026-10-20
DeDora Capital, Inc.
DECREASED
Shares9,417 from 9,578
Change-161 (-2%)
Value$7.0M (-$86.1K)
Filed 2026-10-26
CPR Investments Inc.
DECREASED
Shares9,383 from 10,604
Change-1,221 (-12%)
Value$6.9M (-$867.7K)
Filed 2026-10-26
High Note Wealth, LLC
DECREASED
Shares9,379 from 9,593
Change-214 (-2%)
Value$6.9M (-$125.9K)
Filed 2026-10-27
McKinley Carter Wealth Services, Inc.
DECREASED
Shares9,372 from 10,041
Change-669 (-7%)
Value$6.9M (-$460.9K)
Filed 2026-10-16
Balboa Wealth Partners
DECREASED
Shares9,321 from 9,566
Change-245 (-3%)
Value$6.9M (-$149.0K)
Filed 2026-10-20
Grey Ledge Advisors, LLC
DECREASED
Shares9,298 from 9,358
Change-60 (-1%)
Value$6.9M (-$12.5K)
Filed 2026-11-02
Saxony Capital Management, LLC
DECREASED
Shares9,266 from 10,462
Change-1,196 (-11%)
Value$6.9M (-$849.0K)
Filed 2026-10-15
Aspiriant, LLC
INCREASED
Shares9,224 from 8,957
Change+267 (+3%)
Value$6.8M (+$227.7K)
Filed 2026-10-16
BLB&B Advisors, LLC
DECREASED
Shares9,212 from 9,273
Change-61 (-1%)
Value$6.8M (-$13.9K)
Filed 2026-10-27
Avantax Planning Partners, Inc.
INCREASED
Shares9,204 from 9,155
Change+49 (+1%)
Value$6.8M (+$67.5K)
Filed 2026-11-03
Basso Capital Management, L.P.
DECREASED
Shares9,203 from 9,270
Change-67 (-1%)
Value$6.8M (-$18.3K)
Filed 2026-10-30
Patriot Investment Management Group, Inc.
DECREASED
Shares9,195 from 9,197
Change-2 (0%)
Value$6.8M (+$29.9K)
Filed 2026-10-15
Ridgeline Wealth Planning, LLC
INCREASED
Shares9,178 from 8,956
Change+222 (+2%)
Value$6.8M (+$194.1K)
Filed 2026-10-29
Foresight Capital Management Advisors, Inc.
DECREASED
Shares9,120 from 9,299
Change-179 (-2%)
Value$6.7M (-$98.4K)
Filed 2026-10-27
Greater Midwest Financial Group, LLC
INCREASED
Shares9,116 from 8,505
Change+611 (+7%)
Value$6.7M (+$481.2K)
Filed 2026-10-13
Eddie Patel Inc
DECREASED
Shares9,113 from 11,242
Change-2,129 (-19%)
Value$6.7M (-$1.5M)
Filed 2026-11-02
Global Trust Wealth Management LLC
DECREASED
Shares9,099 from 9,176
Change-77 (-1%)
Value$6.7M (-$26.5K)
Filed 2026-10-14
Strategic Wealth Investment Group, LLC
INCREASED
Shares9,098 from 8,951
Change+147 (+2%)
Value$6.7M (+$139.5K)
Filed 2026-10-29
TBH Global Asset Management, LLC
INCREASED
Shares9,069 from 8,400
Change+669 (+8%)
Value$6.7M (+$523.2K)
Filed 2026-11-03
Retirement Guys Formula LLC
DECREASED
Shares9,054 from 9,135
Change-81 (-1%)
Value$6.7M (-$29.2K)
Filed 2026-10-26
Fluent Financial, LLC
DECREASED
Shares9,053 from 12,449
Change-3,396 (-27%)
Value$6.7M (-$2.5M)
Filed 2026-10-13
Cohen Capital Management, Inc.
INCREASED
Shares9,046 from 9,038
Change+8 (+0%)
Value$6.7M (+$36.1K)
Filed 2026-10-14
Huntleigh Advisors, Inc.
INCREASED
Shares9,027 from 8,814
Change+213 (+2%)
Value$6.7M (+$187.4K)
Filed 2026-11-03
Vista Investment Partners LLC
DECREASED
Shares8,990 from 9,013
Change-23 (0%)
Value$6.7M (+$13.3K)
Filed 2026-10-08
Schmidt P J Investment Management Inc
DECREASED
Shares8,989 from 8,997
Change-8 (0%)
Value$6.6M (+$24.4K)
Filed 2026-11-02
Verdence Capital Advisors LLC
INCREASED
Shares8,947 from 5,924
Change+3,023 (+51%)
Value$6.6M (+$2.3M)
Filed 2026-10-26
Quantum Financial Partners LLC
INCREASED
Shares8,946 from 8,797
Change+149 (+2%)
Value$6.6M (+$140.6K)
Filed 2026-10-19
Root Financial Partners, LLC
INCREASED
Shares8,922 from 8,200
Change+722 (+9%)
Value$6.6M (+$561.4K)
Filed 2026-10-21
Gateway Investment Advisers LLC
INCREASED
Shares8,910 from 2,803
Change+6,107 (+218%)
Value$6.6M (+$4.5M)
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares8,900 from 8,556
Change+344 (+4%)
Value$6.6M (+$283.3K)
Filed 2026-10-29
Valued Retirements, Inc.
DECREASED
Shares8,885 from 8,973
Change-88 (-1%)
Value$6.6M (-$35.2K)
Filed 2026-11-06
Eagle Strategies LLC
DECREASED
Shares8,869 from 8,914
Change-45 (0%)
Value$6.6M (-$3.6K)
Filed 2026-10-16
Innovative Wealth Building LLC
INCREASED
Shares8,857 from 8,220
Change+637 (+8%)
Value$6.6M (+$498.7K)
Filed 2026-10-14
Visionary Wealth Advisors
DECREASED
Shares8,843 from 9,119
Change-276 (-3%)
Value$6.5M (-$172.9K)
Filed 2026-11-04
Independent Solutions Wealth Management, LLC
INCREASED
Shares8,841 from 4,198
Change+4,643 (+111%)
Value$6.5M (+$3.4M)
Filed 2026-10-28
Trust Co
INCREASED
Shares8,829 from 7,538
Change+1,291 (+17%)
Value$6.5M (+$980.3K)
Filed 2026-10-09
Realta Investment Advisors
INCREASED
Shares8,817 from 8,536
Change+281 (+3%)
Value$6.5M (+$236.6K)
Filed 2026-10-14
Welch & Forbes LLC
DECREASED
Shares8,814 from 9,753
Change-939 (-10%)
Value$6.5M (-$661.8K)
Filed 2026-11-04
Channel Wealth LLC
DECREASED
Shares8,809 from 9,490
Change-681 (-7%)
Value$6.5M (-$471.8K)
Filed 2026-11-06
Empire Life Investments Inc.
INCREASED
Shares8,800 from 8,200
Change+600 (+7%)
Value$6.5M (+$471.5K)
Filed 2026-11-06
Florida Trust Wealth Management Co
INCREASED
Shares8,798 from 8,466
Change+332 (+4%)
Value$6.5M (+$274.1K)
Filed 2026-11-05
Covenant Asset Management, LLC
INCREASED
Shares8,758 from 8,718
Change+40 (+0%)
Value$6.5M (+$58.3K)
Filed 2026-10-14
Clear Point Advisors Inc.
DECREASED
Shares8,752 from 8,823
Change-71 (-1%)
Value$6.5M (-$22.7K)
Filed 2026-10-30
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares8,718 from 8,322
Change+396 (+5%)
Value$6.4M (+$320.8K)
Filed 2026-10-09
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares8,704 from 8,729
Change-25 (0%)
Value$6.4M (+$10.9K)
Filed 2026-10-15
True North Advisors, LLC
DECREASED
Shares8,694 from 8,914
Change-220 (-2%)
Value$6.4M (-$126.2K)
Filed 2026-10-22
Sharper & Granite LLC
INCREASED
Shares8,690 from 6,569
Change+2,121 (+32%)
Value$5.0M (+$178.3K)
Filed 2026-11-02
Aurora Investment Managers, Llc.
DECREASED
Shares8,686 from 8,746
Change-60 (-1%)
Value$6.4K (-$15)
Filed 2026-10-15
Hill Island Financial LLC
DECREASED
Shares8,679 from 9,403
Change-724 (-8%)
Value$6.4M (-$504.3K)
Filed 2026-10-20
Robbins Farley
INCREASED
Shares8,670 from 8,461
Change+209 (+2%)
Value$6.4M (+$182.9K)
Filed 2026-10-21
Monument Capital Management
DECREASED
Shares8,669 from 8,742
Change-73 (-1%)
Value$6.4M (-$24.8K)
Filed 2026-10-09
James T. Borello RIA
INCREASED
Shares8,668 from 8,654
Change+14 (+0%)
Value$6.4M (+$39.2K)
Filed 2026-10-16
Quad-Cities Investment Group, LLC
INCREASED
Shares8,661 from 8,522
Change+139 (+2%)
Value$6.4M (+$131.5K)
Filed 2026-10-16
GFG Capital, LLC
INCREASED
Shares8,639 from 8,542
Change+97 (+1%)
Value$6.4M (+$100.0K)
Filed 2026-10-16
Procyon Advisors, LLC
DECREASED
Shares8,635 from 10,165
Change-1,530 (-15%)
Value$6.4M (-$1.1M)
Filed 2026-10-21
Ignite Planners, LLC
DECREASED
Shares8,612 from 9,431
Change-819 (-9%)
Value$6.4M (-$574.5K)
Filed 2026-10-14
BIP Wealth, LLC
INCREASED
Shares8,606 from 6,964
Change+1,642 (+24%)
Value$6.4M (+$1.2M)
Filed 2026-10-22
Fiduciary Financial Group, LLC
INCREASED
Shares8,603 from 8,041
Change+562 (+7%)
Value$6.4M (+$443.0K)
Filed 2026-10-13
West Financial Advisors, LLC
DECREASED
Shares8,588 from 9,150
Change-562 (-6%)
Value$6.4M (-$384.9K)
Filed 2026-10-22
Kaizen Financial Strategies
INCREASED
Shares8,585 from 6,065
Change+2,520 (+42%)
Value$6.4M (+$2.0M)
Filed 2026-10-09
Macroview Investment Management LLC
INCREASED
Shares8,565 from 8,499
Change+66 (+1%)
Value$6.3M (+$77.8K)
Filed 2026-10-26
Baring Financial LLC
DECREASED
Shares8,548 from 8,640
Change-92 (-1%)
Value$6.3M (-$38.9K)
Filed 2026-10-07
SkyOak Wealth, LLC
DECREASED
Shares8,537 from 8,696
Change-159 (-2%)
Value$6.3M (-$88.9K)
Filed 2026-10-28
Bucket List Wealth Management, LLC
DECREASED
Shares8,511 from 8,587
Change-76 (-1%)
Value$6.3M (-$27.3K)
Filed 2026-10-22
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED
Shares8,495 from 8,470
Change+25 (+0%)
Value$6.3M (+$58.0K)
Filed 2026-10-14
Independence Bank of Kentucky
INCREASED
Shares8,473 from 8,439
Change+34 (+0%)
Value$6.3M (+$53.6K)
Filed 2026-10-26
Montecito Bank & Trust
DECREASED
Shares8,461 from 8,472
Change-11 (0%)
Value$6.3M (+$20.4K)
Filed 2026-10-01
Goldstein Advisors, LLC
DECREASED
Shares8,427 from 8,915
Change-488 (-5%)
Value$6.2M (-$331.0K)
Filed 2026-10-15
Glenview Trust Co
DECREASED
Shares8,389 from 9,670
Change-1,281 (-13%)
Value$6.2M (-$915.1K)
Filed 2026-10-28
Turner Capital Investments, LLC
NEW
Shares8,385
Change+8,385
Value$6.2M
Filed 2026-10-09
Black Diamond Financial, LLC
INCREASED
Shares8,371 from 8,161
Change+210 (+3%)
Value$6.2M (+$182.7K)
Filed 2026-10-26
Retirement Solution LLC
DECREASED
Shares8,350 from 8,354
Change-4 (0%)
Value$6.2M (+$24.9K)
Filed 2026-10-27
Clear Harbor Asset Management, LLC
INCREASED
Shares8,341 from 8,254
Change+87 (+1%)
Value$6.2M (+$92.5K)
Filed 2026-11-05
Highline Wealth Partners LLC
INCREASED
Shares8,320 from 7,862
Change+458 (+6%)
Value$6.2M (+$365.4K)
Filed 2026-10-19
YHB Investment Advisors, Inc.
INCREASED
Shares8,306 from 7,955
Change+351 (+4%)
Value$6.1M (+$286.5K)
Filed 2026-10-08
Ping Capital Management, Inc.
INCREASED
Shares8,300 from 3,800
Change+4,500 (+118%)
Value$6.1M (+$3.3M)
Filed 2026-10-13
DKM Wealth Management, Inc.
INCREASED
Shares8,296 from 8,065
Change+231 (+3%)
Value$6.1M (+$198.1K)
Filed 2026-10-09
Corepath Wealth Partners LLC
DECREASED
Shares8,233 from 9,048
Change-815 (-9%)
Value$6.2M (-$198.9K)
Filed 2026-10-21
GSG Advisors LLC
INCREASED
Shares8,230 from 8,223
Change+7 (+0%)
Value$6.1M (+$32.8K)
Filed 2026-11-03
JBR Co Financial Management Inc
DECREASED
Shares8,208 from 8,220
Change-12 (0%)
Value$6.0M (-$101.0K)
Filed 2026-10-13
Purus Wealth Management, LLC
DECREASED
Shares8,164 from 8,184
Change-20 (0%)
Value$6.0M (+$13.1K)
Filed 2026-10-15
Curran Financial Partners, LLC
INCREASED
Shares8,150 from 5,852
Change+2,298 (+39%)
Value$6.0M (+$1.7M)
Filed 2026-11-04
Adirondack Capital Advisors, LLC
INCREASED
Shares8,147 from 7,579
Change+568 (+7%)
Value$6.0M (+$445.8K)
Filed 2026-10-09
Castle Rock Wealth Management, LLC
DECREASED
Shares8,112 from 8,576
Change-464 (-5%)
Value$6.2M (-$56.9K)
Filed 2026-10-09
NovaPoint Capital, LLC
DECREASED
Shares8,077 from 8,527
Change-450 (-5%)
Value$6.0M (-$303.6K)
Filed 2026-10-22
Odyssey Capital Advisors, Inc.
INCREASED
Shares8,073 from 7,608
Change+465 (+6%)
Value$6.0M (+$370.1K)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED
Shares8,068 from 7,636
Change+432 (+6%)
Value$6.0M (+$345.9K)
Filed 2026-10-21
Earned Wealth Advisors, LLC
INCREASED
Shares8,056 from 7,967
Change+89 (+1%)
Value$6.0M (+$92.3K)
Filed 2026-11-06
Cyndeo Wealth Partners, LLC
INCREASED
Shares8,046 from 7,524
Change+522 (+7%)
Value$6.0M (+$411.7K)
Filed 2026-10-16
TFB Advisors LLC
INCREASED
Shares8,044 from 7,281
Change+763 (+10%)
Value$6.0M (+$588.8K)
Filed 2026-11-02
TrueWealth Advisors, LLC
DECREASED
Shares8,011 from 19,212
Change-11,201 (-58%)
Value$5.9M (-$8.2M)
Filed 2026-10-09
Capelight Capital Asset Management LP
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$5.9M (+$27.0K)
Filed 2026-10-23
AMG Asset Management Group, Inc.
INCREASED
Shares7,980 from 7,909
Change+71 (+1%)
Value$5.9M (+$79.3K)
Filed 2026-10-21
Family Legacy, Inc.
DECREASED
Shares7,954 from 8,155
Change-201 (-2%)
Value$5.9M (-$121.2K)
Filed 2026-10-13
Courier Capital LLC
INCREASED
Shares7,945 from 7,940
Change+5 (+0%)
Value$5.9M (+$30.5K)
Filed 2026-10-19
Fifth Third Wealth Advisors LLC
INCREASED
Shares7,929 from 7,671
Change+258 (+3%)
Value$5.9M (+$216.7K)
Filed 2026-10-22
Lifetime Wealth Management P.C.
DECREASED
Shares7,916 from 8,262
Change-346 (-4%)
Value$5.9M (-$228.2K)
Filed 2026-10-29
PFC Capital Group, Inc.
DECREASED
Shares7,862 from 7,903
Change-41 (-1%)
Value$5.8M (-$2.9K)
Filed 2026-11-06
Global Wealth Management, LLC
DECREASED
Shares7,829 from 7,873
Change-44 (-1%)
Value$5.8M (-$5.4K)
Filed 2026-10-15
111 Capital
INCREASED
Shares7,794 from 6,643
Change+1,151 (+17%)
Value$5.8M (+$873.9K)
Filed 2026-11-03
Perennial Advisors, LLC
DECREASED
Shares7,770 from 7,773
Change-3 (0%)
Value$5.7M (+$23.3K)
Filed 2026-10-13
Lakeshore Financial Planning, Inc.
INCREASED
Shares7,758 from 7,581
Change+177 (+2%)
Value$5.7M (+$156.5K)
Filed 2026-10-13
Levin Capital Strategies, L.P.
UNCHANGED
Shares7,745 from 7,745
Change0 (0%)
Value$5.7M (+$27.0K)
Filed 2026-11-02
Finward Bancorp
DECREASED
Shares7,706 from 7,818
Change-112 (-1%)
Value$5.7M (-$56.5K)
Filed 2026-10-14
QTR Family Wealth, LLC
DECREASED
Shares7,649 from 8,138
Change-489 (-6%)
Value$5.7M (-$334.1K)
Filed 2026-11-02
Montz Harcus Wealth Management LLC
DECREASED
Shares7,649 from 7,739
Change-90 (-1%)
Value$5.7M (-$40.5K)
Filed 2026-10-09
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares7,561 from 7,514
Change+47 (+1%)
Value$5.6M (+$60.1K)
Filed 2026-10-29
First National Trust Co
DECREASED
Shares7,549 from 7,618
Change-69 (-1%)
Value$5.6M (-$25.4K)
Filed 2026-10-28
Grimes & Co Wealth Management, LLC
INCREASED
Shares7,541 from 6,745
Change+796 (+12%)
Value$5.6M (+$611.4K)
Filed 2026-10-29
Morton Capital Management LLC
INCREASED
Shares7,535 from 7,380
Change+155 (+2%)
Value$5.6M (+$139.2K)
Filed 2026-10-23
Valley National Advisers Inc
INCREASED
Shares7,520 from 7,465
Change+55 (+1%)
Value$5.6M (+$65.8K)
Filed 2026-10-23
Plancorp, LLC
INCREASED
Shares7,506 from 6,910
Change+596 (+9%)
Value$5.2M (+$264.5K)
Filed 2026-11-03
LAM Group, Inc.
UNCHANGED
Shares7,475 from 7,475
Change0 (0%)
Value$5.5M (+$25.2K)
Filed 2026-10-26
Old National Bancorp
INCREASED
Shares7,471 from 6,697
Change+774 (+12%)
Value$5.5M (+$595.2K)
Filed 2026-10-20
Gibson Capital, LLC
INCREASED
Shares7,459 from 1,043
Change+6,416 (+615%)
Value$5.5M (+$4.8M)
Filed 2026-10-23
Defined Wealth Management, LLC
DECREASED
Shares7,416 from 7,425
Change-9 (0%)
Value$5.5M (+$17.8K)
Filed 2026-10-19
Sightline Wealth Advisors, LLC
DECREASED
Shares7,355 from 8,711
Change-1,356 (-16%)
Value$5.4M (-$974.3K)
Filed 2026-10-21
Greenfield Savings Bank
DECREASED
Shares7,334 from 7,649
Change-315 (-4%)
Value$5.4M (-$207.3K)
Filed 2026-10-07
Inscription Capital, LLC
DECREASED
Shares7,333 from 7,648
Change-315 (-4%)
Value$5.4M (-$207.9K)
Filed 2026-11-02
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares7,327 from 7,080
Change+247 (+3%)
Value$5.4M (+$206.7K)
Filed 2026-10-16
Omega Financial Group, LLC
DECREASED
Shares7,318 from 7,417
Change-99 (-1%)
Value$5.4M (-$47.8K)
Filed 2026-10-29
Advisors Management Group Inc
DECREASED
Shares7,303 from 7,526
Change-223 (-3%)
Value$5.4M (-$139.0K)
Filed 2026-11-05
Manske Wealth Management
INCREASED
Shares7,302 from 7,126
Change+176 (+2%)
Value$5.4M (+$153.9K)
Filed 2026-10-26
Michels Family Financial, LLC
INCREASED
Shares7,266 from 6,537
Change+729 (+11%)
Value$5.4M (+$561.4K)
Filed 2026-11-02
Paulson Wealth Management Inc.
DECREASED
Shares7,252 from 7,435
Change-183 (-2%)
Value$5.4M (-$110.3K)
Filed 2026-11-02
Rakuten Securities, Inc.
INCREASED
Shares7,236 from 6,656
Change+580 (+9%)
Value$5.4M (+$451.5K)
Filed 2026-11-02
Kanawha Capital Management LLC
INCREASED
Shares7,207 from 7,186
Change+21 (+0%)
Value$5.3M (+$39.8K)
Filed 2026-10-19
Howland Capital Management LLC
INCREASED
Shares7,198 from 3,058
Change+4,140 (+135%)
Value$5.3M (+$3.1M)
Filed 2026-10-22
Woodmont Investment Counsel LLC
DECREASED
Shares7,157 from 7,208
Change-51 (-1%)
Value$5.3M (-$13.4K)
Filed 2026-10-29
Norden Group LLC
DECREASED
Shares7,138 from 17,364
Change-10,226 (-59%)
Value$5.3M (-$7.5M)
Filed 2026-10-20
Tactive Advisors, LLC
INCREASED
Shares7,135 from 7,001
Change+134 (+2%)
Value$5.3M (+$122.9K)
Filed 2026-10-08
Clayton Financial Group LLC
INCREASED
Shares7,130 from 7,051
Change+79 (+1%)
Value$5.3M (+$81.4K)
Filed 2026-10-13
Abound Wealth Management
INCREASED
Shares7,108 from 6,507
Change+601 (+9%)
Value$5.3M (+$466.7K)
Filed 2026-10-26
Burke & Herbert Bank & Trust Co
INCREASED
Shares7,071 from 6,767
Change+304 (+4%)
Value$5.2M (+$247.7K)
Filed 2026-11-02
Clark Financial Services Group Inc
INCREASED
Shares7,020 from 6,950
Change+70 (+1%)
Value$5.2M (+$75.4K)
Filed 2026-10-19
Peddock Capital Advisors, LLC
INCREASED
Shares7,015 from 6,905
Change+110 (+2%)
Value$5.2M (+$104.8K)
Filed 2026-10-16
Johnson Financial Group, LLC
INCREASED
Shares7,000 from 6,803
Change+197 (+3%)
Value$5.2M (+$168.4K)
Filed 2026-11-03
Warm Springs Advisors Inc.
DECREASED
Shares6,994 from 7,085
Change-91 (-1%)
Value$5.2M (-$43.1K)
Filed 2026-10-28
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares6,985 from 7,073
Change-88 (-1%)
Value$5.2M (-$41.2K)
Filed 2026-10-14
Winter & Associates, Inc.
INCREASED
Shares6,877 from 6,496
Change+381 (+6%)
Value$4.9M (+$151.6K)
Filed 2026-10-23
FSM Wealth Advisors, LLC
DECREASED
Shares6,846 from 6,860
Change-14 (0%)
Value$5.1M (+$92.1K)
Filed 2026-10-27
Investment Partners, Ltd.
INCREASED
Shares6,818 from 3,421
Change+3,397 (+99%)
Value$5.0M (+$2.5M)
Filed 2026-10-29
Facet Wealth, Inc.
INCREASED
Shares6,810 from 5,476
Change+1,334 (+24%)
Value$5.0M (+$1.0M)
Filed 2026-11-04
Sterling Financial Planning, Inc.
INCREASED
Shares6,805 from 6,768
Change+37 (+1%)
Value$5.0M (+$50.3K)
Filed 2026-10-28
Asset Advisory Group, Inc.
INCREASED
Shares6,788 from 6,715
Change+73 (+1%)
Value$5.0M (+$76.7K)
Filed 2026-10-20
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares6,780 from 6,780
Change0 (0%)
Value$5.0M (+$22.8K)
Filed 2026-10-30
Rubicon Global Capital Ltd
NEW
Shares6,770
Change+6,770
Value$5.0M
Filed 2026-10-28
Cornerstone Wealth Group, LLC
INCREASED
Shares6,763 from 6,438
Change+325 (+5%)
Value$5.0M (+$262.1K)
Filed 2026-11-02
Catalyst Capital Advisors LLC
INCREASED
Shares6,724 from 5,853
Change+871 (+15%)
Value$5.0M (+$664.1K)
Filed 2026-11-02
Diversified Enterprises, LLC
DECREASED
Shares6,718 from 6,884
Change-166 (-2%)
Value$5.0M (-$99.5K)
Filed 2026-10-19
Ellerson Group Inc
DECREASED
Shares6,715 from 7,211
Change-496 (-7%)
Value$4.6M (-$708.5K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares6,707 from 5,857
Change+850 (+15%)
Value$5.0M (+$648.4K)
Filed 2026-11-05
Greenwood Capital Associates LLC
DECREASED
Shares6,690 from 7,355
Change-665 (-9%)
Value$4.9M (-$467.2K)
Filed 2026-10-27
Three Magnolias Financial Advisors, LLC
DECREASED
Shares6,662 from 7,899
Change-1,237 (-16%)
Value$4.9M (-$888.5K)
Filed 2026-10-14
Rose Capital Advisors LLC
INCREASED
Shares6,654 from 5,929
Change+725 (+12%)
Value$4.9M (+$556.1K)
Filed 2026-11-04
Juncture Wealth Strategies, LLC
NEW
Shares6,635
Change+6,635
Value$4.9M
Filed 2026-10-06
Symphony Financial, Ltd. Co.
DECREASED
Shares6,625 from 7,054
Change-429 (-6%)
Value$4.9M (-$263.4K)
Filed 2026-10-22
Hardy Reed LLC
UNCHANGED
Shares6,613 from 6,613
Change0 (0%)
Value$4.9M (+$22.3K)
Filed 2026-11-06
Wisconsin Wealth Advisors, LLC
DECREASED
Shares6,605 from 6,887
Change-282 (-4%)
Value$4.9M (-$185.3K)
Filed 2026-10-08
Optimist Retirement Group LLC
DECREASED
Shares6,605 from 6,684
Change-79 (-1%)
Value$4.9M (-$35.6K)
Filed 2026-10-30
Ironwood Financial, llc
DECREASED
Shares6,587 from 6,608
Change-21 (0%)
Value$4.9M (+$169.7K)
Filed 2026-10-20
Aviance Capital Partners, LLC
INCREASED
Shares6,578 from 6,303
Change+275 (+4%)
Value$4.9M (+$224.9K)
Filed 2026-10-29
Opinicus Capital, Inc.
DECREASED
Shares6,577 from 6,792
Change-215 (-3%)
Value$4.9M (-$135.8K)
Filed 2026-10-28
Ayalon Insurance Comp Ltd.
DECREASED
Shares6,554 from 18,300
Change-11,746 (-64%)
Value$4.9K (-$8.6K)
Filed 2026-10-08
Retirement Investment Advisors, Inc.
DECREASED
Shares6,529 from 6,547
Change-18 (0%)
Value$4.8M (+$169.3K)
Filed 2026-10-22
BCS Wealth Management
INCREASED
Shares6,519 from 6,419
Change+100 (+2%)
Value$4.8M (+$95.6K)
Filed 2026-11-03
Trademark Financial Management, LLC
DECREASED
Shares6,507 from 6,781
Change-274 (-4%)
Value$4.8M (-$179.5K)
Filed 2026-10-23
Private Wealth Group, LLC
DECREASED
Shares6,501 from 6,530
Change-29 (0%)
Value$4.8M (+$553)
Filed 2026-10-19
South Shore Capital Advisors
INCREASED
Shares6,496 from 5,682
Change+814 (+14%)
Value$4.8M (+$620.9K)
Filed 2026-10-20
Harmony Asset Management LLC
DECREASED
Shares6,482 from 6,673
Change-191 (-3%)
Value$4.8M (-$118.8K)
Filed 2026-10-20
Kaydan Wealth Management, Inc.
DECREASED
Shares6,466 from 6,657
Change-191 (-3%)
Value$4.8M (-$118.8K)
Filed 2026-10-08
BankPlus Trust Department
INCREASED
Shares6,449 from 6,428
Change+21 (+0%)
Value$4.8M (+$37.2K)
Filed 2026-11-06
Fortitude Family Office, LLC
INCREASED
Shares6,446 from 4,969
Change+1,477 (+30%)
Value$4.8M (+$1.1M)
Filed 2026-10-14
Simon Quick Advisors, LLC
INCREASED
Shares6,433 from 6,006
Change+427 (+7%)
Value$4.8M (+$336.2K)
Filed 2026-10-26
Summit Global Investments
DECREASED
Shares6,407 from 6,527
Change-120 (-2%)
Value$4.7M (-$66.0K)
Filed 2026-10-28
Prism Advisors, Inc.
DECREASED
Shares6,405 from 6,678
Change-273 (-4%)
Value$4.8M (-$130.1K)
Filed 2026-10-09
BayBridge Capital Group, LLC
DECREASED
Shares6,359 from 7,730
Change-1,371 (-18%)
Value$4.7M (-$988.3K)
Filed 2026-10-13
Benedict Financial Advisors Inc
DECREASED
Shares6,326 from 6,415
Change-89 (-1%)
Value$4.7M (-$44.0K)
Filed 2026-10-07
Naples Global Advisors, LLC
INCREASED
Shares6,311 from 5,982
Change+329 (+6%)
Value$4.7M (+$263.6K)
Filed 2026-11-05
Howard Capital Management Group, LLC
UNCHANGED
Shares6,300 from 6,300
Change0 (0%)
Value$4.7M (+$21.2K)
Filed 2026-10-16
Salem Investment Counselors Inc
DECREASED
Shares6,296 from 6,297
Change-1 (0%)
Value$4.7M (+$20.2K)
Filed 2026-10-13
CWA Asset Management Group, LLC
INCREASED
Shares6,284 from 6,152
Change+132 (+2%)
Value$4.6M (+$118.1K)
Filed 2026-10-19
Fortress Financial Group, LLC
DECREASED
Shares6,261 from 6,340
Change-79 (-1%)
Value$4.6M (-$36.5K)
Filed 2026-10-21
Cardinal Point Capital Management ULC
DECREASED
Shares6,246 from 6,297
Change-51 (-1%)
Value$4.6M (-$20.4K)
Filed 2026-10-21
Greenhouse Wealth Management, LLC
DECREASED
Shares6,225 from 6,416
Change-191 (-3%)
Value$4.6M (-$98.6K)
Filed 2026-10-20
Unique Wealth Strategies, LLC
UNCHANGED
Shares6,223 from 6,223
Change0 (0%)
Value$4.6M ($0)
Filed 2026-10-13
SoundView Advisors Inc.
DECREASED
Shares6,187 from 6,340
Change-153 (-2%)
Value$4.6M (-$93.0K)
Filed 2026-11-04
Carolina Wealth Management Inc
DECREASED
Shares6,140 from 6,648
Change-508 (-8%)
Value$4.5M (-$353.7K)
Filed 2026-10-29
Baker Ellis Asset Management LLC
INCREASED
Shares6,140 from 6,129
Change+11 (+0%)
Value$4.5M (+$28.8K)
Filed 2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares6,122 from 6,097
Change+25 (+0%)
Value$4.5M (+$39.0K)
Filed 2026-10-23
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares6,114 from 6,148
Change-34 (-1%)
Value$4.5M (-$4.4K)
Filed 2026-10-13
Elm3 Financial Group, LLC
DECREASED
Shares6,093 from 6,497
Change-404 (-6%)
Value$4.5M (-$276.6K)
Filed 2026-10-07
Parkside Financial Bank & Trust
DECREASED
Shares6,080 from 6,386
Change-306 (-5%)
Value$4.5M (-$204.8K)
Filed 2026-10-27
Merkkuri Wealth Advisors LLC
DECREASED
Shares6,080 from 6,291
Change-211 (-3%)
Value$4.5M (-$135.4K)
Filed 2026-11-03
Cora Capital Advisors LLC
DECREASED
Shares6,044 from 6,061
Change-17 (0%)
Value$4.5M (+$7.8K)
Filed 2026-11-02
Zinnia Wealth Advisory, LLC
DECREASED
Shares6,043 from 6,099
Change-56 (-1%)
Value$4.5M (-$20.9K)
Filed 2026-11-06
Fairscale Capital, LLC
DECREASED
Shares6,032 from 6,068
Change-36 (-1%)
Value$4.2M (-$303.2K)
Filed 2026-11-04
Forum Financial Management, LP
DECREASED
Shares6,018 from 6,129
Change-111 (-2%)
Value$4.5M (-$61.1K)
Filed 2026-10-16
Smith Thornton Advisors LLC
INCREASED
Shares5,987 from 5,863
Change+124 (+2%)
Value$4.4M (+$256.1K)
Filed 2026-10-16
Crusonia Wealth Advisors LLC
INCREASED
Shares5,956 from 5,244
Change+712 (+14%)
Value$4.4M (+$544.7K)
Filed 2026-10-26
Essex Bank
DECREASED
Shares5,926 from 6,055
Change-129 (-2%)
Value$4.4M (-$75.0K)
Filed 2026-10-16
Asset Dedication, LLC
INCREASED
Shares5,902 from 5,839
Change+63 (+1%)
Value$4.4M (+$66.4K)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares5,895 from 6,189
Change-294 (-5%)
Value$4.4M (-$196.6K)
Filed 2026-10-05
Bright Financial Advisors, Inc.
DECREASED
Shares5,881 from 5,980
Change-99 (-2%)
Value$4.4M (-$53.4K)
Filed 2026-10-23
Stablepoint Partners, LLC
INCREASED
Shares5,859 from 5,052
Change+807 (+16%)
Value$4.3M (+$614.1K)
Filed 2026-11-03
Weil Company, Inc.
DECREASED
Shares5,835 from 6,068
Change-233 (-4%)
Value$4.3M (-$151.7K)
Filed 2026-10-14
Dutch Asset Corp
INCREASED
Shares5,830 from 5,826
Change+4 (+0%)
Value$4.3M (+$22.7K)
Filed 2026-10-20
Roger Wittlin Investment Advisory, LLC
DECREASED
Shares5,824 from 6,592
Change-768 (-12%)
Value$4.3M (-$545.6K)
Filed 2026-10-19
Redwood Family Wealth LLC
DECREASED
Shares5,796 from 5,925
Change-129 (-2%)
Value$4.3M (-$75.7K)
Filed 2026-10-20
Affinity Capital Advisors, LLC
DECREASED
Shares5,794 from 5,916
Change-122 (-2%)
Value$4.4M (+$76.6K)
Filed 2026-10-13
HF Advisory Group, LLC
INCREASED
Shares5,779 from 5,657
Change+122 (+2%)
Value$4.3M (+$108.9K)
Filed 2026-10-09
Coquina Private Wealth LLC
DECREASED
Shares5,755 from 5,807
Change-52 (-1%)
Value$4.3M (-$19.2K)
Filed 2026-10-27
Clear Wave Wealth Management LLC
INCREASED
Shares5,749 from 5,684
Change+65 (+1%)
Value$4.3M (+$67.2K)
Filed 2026-11-04
Keudell ison Wealth Management
INCREASED
Shares5,736 from 5,706
Change+30 (+1%)
Value$4.2M (+$41.4K)
Filed 2026-10-16
Purkiss Capital Advisors LLC
DECREASED
Shares5,722 from 5,919
Change-197 (-3%)
Value$4.2M (-$126.3K)
Filed 2026-11-06
AWM Capital, LLC
INCREASED
Shares5,676 from 4,117
Change+1,559 (+38%)
Value$4.2M (+$1.2M)
Filed 2026-10-16
Appalachian Capital Management Ltd
DECREASED
Shares5,666 from 5,683
Change-17 (0%)
Value$4.2M (+$6.6K)
Filed 2026-10-14
Milestone Asset Management, LLC
DECREASED
Shares5,661 from 6,095
Change-434 (-7%)
Value$4.2M (-$300.5K)
Filed 2026-10-15
Accredited Investors Inc.
DECREASED
Shares5,659 from 6,213
Change-554 (-9%)
Value$4.2M (-$388.6K)
Filed 2026-11-03
Silverlake Wealth Management LLC
DECREASED
Shares5,658 from 5,910
Change-252 (-4%)
Value$4.2M (-$166.8K)
Filed 2026-10-21
Wagner Wealth Management, LLC
INCREASED
Shares5,606 from 5,251
Change+355 (+7%)
Value$4.1M (+$280.0K)
Filed 2026-10-21
Intelligence Driven Advisers, LLC
INCREASED
Shares5,602 from 2,070
Change+3,532 (+171%)
Value$4.1M (+$2.6M)
Filed 2026-10-09
Fishman JAY A LTD
DECREASED
Shares5,597 from 5,897
Change-300 (-5%)
Value$4.1M (-$202.1K)
Filed 2026-10-26
Pearl Planning LLC
INCREASED
Shares5,553 from 4,898
Change+655 (+13%)
Value$4.1M (+$501.1K)
Filed 2026-10-13
Angeles Wealth Management, LLC
INCREASED
Shares5,528 from 5,512
Change+16 (+0%)
Value$4.1M (+$29.6K)
Filed 2026-10-26
Kingstone Capital Partners Texas, LLC
DECREASED
Shares5,502 from 5,624
Change-122 (-2%)
Value$4.1M (-$71.3K)
Filed 2026-11-03
United Capital Management of KS, Inc.
DECREASED
Shares5,492 from 5,760
Change-268 (-5%)
Value$4.1M (-$178.4K)
Filed 2026-11-04
Hilltop National Bank
DECREASED
Shares5,478 from 5,699
Change-221 (-4%)
Value$4.1M (-$144.3K)
Filed 2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED
Shares5,468 from 5,520
Change-52 (-1%)
Value$4.0M (-$19.9K)
Filed 2026-11-02
Secure Asset Management, LLC
DECREASED
Shares5,466 from 5,996
Change-530 (-9%)
Value$4.0M (-$372.0K)
Filed 2026-10-19
Sageworth Trust Co
INCREASED
Shares5,463 from 4,111
Change+1,352 (+33%)
Value$4.0M (+$1.0M)
Filed 2026-10-30
Asset Allocation & Management Company, LLC
UNCHANGED
Shares5,441 from 5,441
Change0 (0%)
Value$4.0K (+$18)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares5,440 from 4,853
Change+587 (+12%)
Value$4.0M (+$451.2K)
Filed 2026-10-14
Mattern Capital Management, LLC
UNCHANGED
Shares5,431 from 5,431
Change0 (0%)
Value$4.0M (+$18.3K)
Filed 2026-11-02
Regatta Capital Group, LLC
DECREASED
Shares5,426 from 6,601
Change-1,175 (-18%)
Value$4.0M (-$847.1K)
Filed 2026-10-23
Private Wealth Management Group, LLC
DECREASED
Shares5,426 from 5,544
Change-118 (-2%)
Value$4.0M (-$68.6K)
Filed 2026-10-19
Mirador Capital Partners LP
INCREASED
Shares5,421 from 5,205
Change+216 (+4%)
Value$4.0M (+$178.0K)
Filed 2026-10-09
Elevated Capital Advisors, LLC
INCREASED
Shares5,418 from 5,181
Change+237 (+5%)
Value$4.0M (+$192.7K)
Filed 2026-11-04
Helium Advisors LLC
INCREASED
Shares5,370 from 5,201
Change+169 (+3%)
Value$4.0M (+$142.7K)
Filed 2026-10-23
71 West Capital Partners
INCREASED
Shares5,361 from 5,355
Change+6 (+0%)
Value$4.0M (+$22.5K)
Filed 2026-11-04
Smith Salley Wealth Management
INCREASED
Shares5,360 from 5,152
Change+208 (+4%)
Value$4.0M (+$171.2K)
Filed 2026-11-03
Elevation Wealth Partners, LLC
INCREASED
Shares5,358 from 4,621
Change+737 (+16%)
Value$4.0M (+$560.9K)
Filed 2026-10-07
CWC Advisors, Llc.
INCREASED
Shares5,346 from 5,274
Change+72 (+1%)
Value$4.0M (+$70.9K)
Filed 2026-10-15
Adamsbrown Wealth Consultants LLC
INCREASED
Shares5,279 from 5,092
Change+187 (+4%)
Value$3.9M (+$155.9K)
Filed 2026-10-20
TCI Wealth Advisors, Inc.
INCREASED
Shares5,273 from 5,207
Change+66 (+1%)
Value$3.9M (+$66.7K)
Filed 2026-10-30
Investmark Advisory Group LLC
INCREASED
Shares5,269 from 4,525
Change+744 (+16%)
Value$3.9M (+$565.9K)
Filed 2026-10-27
Altfest L J & Co Inc
DECREASED
Shares5,256 from 5,438
Change-182 (-3%)
Value$3.9M (-$116.2K)
Filed 2026-10-27
Sage Investment Advisers LLC
INCREASED
Shares5,231 from 5,046
Change+185 (+4%)
Value$3.9M (+$154.1K)
Filed 2026-10-21
Kesler, Norman & Wride, LLC
INCREASED
Shares5,217 from 5,192
Change+25 (+0%)
Value$3.9M (+$36.0K)
Filed 2026-11-06
Three Seasons Wealth, LLC
DECREASED
Shares5,212 from 5,739
Change-527 (-9%)
Value$3.9M (-$370.5K)
Filed 2026-11-03
Optima Capital LLC
DECREASED
Shares5,195 from 7,216
Change-2,021 (-28%)
Value$3.8M (-$1.5M)
Filed 2026-10-29
Hegarty Advisors, LLC
INCREASED
Shares5,157 from 3,827
Change+1,330 (+35%)
Value$3.8M (+$996.8K)
Filed 2026-10-20
Charles Schwab Trust Co
DECREASED
Shares5,144 from 9,175
Change-4,031 (-44%)
Value$3.8M (-$3.0M)
Filed 2026-10-15
Rinkey Investments
DECREASED
Shares5,140 from 5,254
Change-114 (-2%)
Value$3.8M (-$66.6K)
Filed 2026-10-28
Independence Wealth Advisors, LLC
DECREASED
Shares5,133 from 7,789
Change-2,656 (-34%)
Value$3.8M (-$1.9M)
Filed 2026-10-29
Financial Management Network Inc
DECREASED
Shares5,111 from 5,161
Change-50 (-1%)
Value$3.8M (+$242.5K)
Filed 2026-10-09
One Day In July LLC
INCREASED
Shares5,106 from 5,028
Change+78 (+2%)
Value$3.8M (+$74.3K)
Filed 2026-10-30
Midwest Professional Planners, Ltd.
DECREASED
Shares5,104 from 5,295
Change-191 (-4%)
Value$3.8M (-$123.3K)
Filed 2026-10-29
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares5,092 from 5,137
Change-45 (-1%)
Value$3.8M (-$16.4K)
Filed 2026-10-22
Gamma Investing LLC
DECREASED
Shares5,090 from 5,368
Change-278 (-5%)
Value$3.8M (-$187.6K)
Filed 2026-10-08
FC Advisory LLC
DECREASED
Shares5,082 from 5,107
Change-25 (0%)
Value$3.8M (-$1.2K)
Filed 2026-10-05
Compass Financial Services Inc
INCREASED
Shares5,076 from 5,074
Change+2 (+0%)
Value$3.8M (+$19.3K)
Filed 2026-11-06
Encompass Wealth Advisors, LLC
INCREASED
Shares5,060 from 2,617
Change+2,443 (+93%)
Value$3.7M (+$1.8M)
Filed 2026-10-15
TritonPoint Partners, LLC
DECREASED
Shares5,055 from 5,455
Change-400 (-7%)
Value$3.7M (-$278.2K)
Filed 2026-11-05
Reality Financial Planning Services, LLC
DECREASED
Shares5,044 from 5,137
Change-93 (-2%)
Value$3.7M (-$51.5K)
Filed 2026-11-03
Intrua Financial, LLC
INCREASED
Shares5,026 from 4,909
Change+117 (+2%)
Value$3.7M (+$103.0K)
Filed 2026-10-28
Madison Park Capital Advisors, LLC
DECREASED
Shares5,025 from 55,764
Change-50,739 (-91%)
Value$3.7M (+$248.9K)
Filed 2026-10-28
Value Investment Professionals, LLC
INCREASED
Shares5,013 from 5,011
Change+2 (+0%)
Value$3.7M (+$18.3K)
Filed 2026-10-13
Toth Financial Advisory Corp
DECREASED
Shares4,987 from 5,159
Change-172 (-3%)
Value$3.7M (-$109.7K)
Filed 2026-10-08
First Community Trust NA
INCREASED
Shares4,984 from 4,971
Change+13 (+0%)
Value$3.7M (+$26.4K)
Filed 2026-10-07
Keystone Global Partners, LLC
INCREASED
Shares4,981 from 3,027
Change+1,954 (+65%)
Value$3.7M (+$1.5M)
Filed 2026-10-13
Orba Wealth Advisors, L.L.C.
DECREASED
Shares4,979 from 4,983
Change-4 (0%)
Value$3.7M (+$13.7K)
Filed 2026-10-23
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares4,974 from 4,195
Change+779 (+19%)
Value$3.7M (+$590.7K)
Filed 2026-10-22
Hofer & Associates. Inc
NEW
Shares4,973
Change+4,973
Value$3.7M
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares4,973 from 5,189
Change-216 (-4%)
Value$3.7M (-$142.2K)
Filed 2026-10-14
Mainsail Financial Group, LLC
INCREASED
Shares4,950 from 4,856
Change+94 (+2%)
Value$3.7M (+$86.1K)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED
Shares4,949 from 4,837
Change+112 (+2%)
Value$3.7M (+$98.9K)
Filed 2026-11-04
Carl P. Sherr & Co., LLC
DECREASED
Shares4,943 from 5,223
Change-280 (-5%)
Value$3.7M (-$189.5K)
Filed 2026-11-06
Brandywine OAK Private Wealth LLC
DECREASED
Shares4,937 from 6,497
Change-1,560 (-24%)
Value$3.7M (-$1.1M)
Filed 2026-10-23
Owl Creek Wealth Partners LLC
NEW
Shares4,932
Change+4,932
Value$3.6M
Filed 2026-10-20
Paragon Private Wealth Management, LLC
INCREASED
Shares4,930 from 3,374
Change+1,556 (+46%)
Value$3.6M (+$1.2M)
Filed 2026-10-20
Northwest Financial Advisors
INCREASED
Shares4,930 from 4,842
Change+88 (+2%)
Value$3.6M (+$81.6K)
Filed 2026-10-27
DWM Financial Group, Inc.
DECREASED
Shares4,908 from 5,694
Change-786 (-14%)
Value$3.6M (+$132.9K)
Filed 2026-10-28
Westwood Wealth Management
INCREASED
Shares4,908 from 4,907
Change+1 (+0%)
Value$3.6M (+$16.6K)
Filed 2026-10-29
Gilliland Jeter Wealth Management LLC
INCREASED
Shares4,887 from 4,528
Change+359 (+8%)
Value$3.6M (+$280.9K)
Filed 2026-10-28
Prospera Capital Management, LLC
UNCHANGED
Shares4,884 from 4,884
Change0 (0%)
Value$3.6M (+$82.8K)
Filed 2026-10-19
Worth Asset Management, LLC
DECREASED
Shares4,872 from 16,719
Change-11,847 (-71%)
Value$3.6M (-$8.7M)
Filed 2026-10-07
Waters Parkerson & Co., LLC
DECREASED
Shares4,868 from 4,988
Change-120 (-2%)
Value$3.6M (-$71.9K)
Filed 2026-11-04
Transcendent Capital Group LLC
DECREASED
Shares4,846 from 11,006
Change-6,160 (-56%)
Value$3.6M (-$4.5M)
Filed 2026-10-28
CX Institutional
INCREASED
Shares4,844 from 4,156
Change+688 (+17%)
Value$3.6K (+$523)
Filed 2026-10-02
SP Asset Management LLC
DECREASED
Shares4,839 from 5,034
Change-195 (-4%)
Value$3.6M (-$127.5K)
Filed 2026-11-05
Security National Bank
INCREASED
Shares4,826 from 3,714
Change+1,112 (+30%)
Value$3.6M (+$835.1K)
Filed 2026-10-26
Foguth Wealth Management, Llc.
DECREASED
Shares4,818 from 4,965
Change-147 (-3%)
Value$3.4M (-$36.3K)
Filed 2026-10-19
Farrow Financial, Inc.
INCREASED
Shares4,792 from 4,713
Change+79 (+2%)
Value$3.5M (+$74.3K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
INCREASED
Shares4,788 from 4,631
Change+157 (+3%)
Value$3.5M (+$131.9K)
Filed 2026-10-20
Semus Wealth Partners LLC
INCREASED
Shares4,785 from 4,507
Change+278 (+6%)
Value$3.5M (+$220.7K)
Filed 2026-10-22
WealthPlan Investment Management, LLC
INCREASED
Shares4,773 from 4,194
Change+579 (+14%)
Value$3.5M (+$442.8K)
Filed 2026-10-15
MSH Capital Advisors LLC
DECREASED
Shares4,763 from 5,343
Change-580 (-11%)
Value$3.5M (-$411.7K)
Filed 2026-11-03
Innova Wealth Partners
DECREASED
Shares4,762 from 6,244
Change-1,482 (-24%)
Value$3.5M (-$1.1M)
Filed 2026-10-21
Welch Group, LLC
INCREASED
Shares4,749 from 4,432
Change+317 (+7%)
Value$3.5M (+$248.9K)
Filed 2026-10-29
Kraft, Davis & Associates, LLC
DECREASED
Shares4,739 from 5,160
Change-421 (-8%)
Value$3.4M (-$239.1K)
Filed 2026-10-21
Noble Wealth Management PBC
INCREASED
Shares4,739 from 4,684
Change+55 (+1%)
Value$3.5M (+$56.3K)
Filed 2026-10-01
SeaBridge Investment Advisors LLC
INCREASED
Shares4,738 from 2,027
Change+2,711 (+134%)
Value$3.5M (+$2.0M)
Filed 2026-11-02
Ballast Rock Private Wealth LLC
INCREASED
Shares4,722 from 4,712
Change+10 (+0%)
Value$3.5M (+$23.3K)
Filed 2026-10-26
USA Financial Formulas
NEW
Shares4,715
Change+4,715
Value$3.5M
Filed 2026-10-16
Plan Group Financial, LLC
DECREASED
Shares4,712 from 5,869
Change-1,157 (-20%)
Value$3.4M (-$940.1K)
Filed 2026-10-22
GGM Financial LLC
INCREASED
Shares4,702 from 4,667
Change+35 (+1%)
Value$3.5M (+$42.0K)
Filed 2026-11-05
Flavin Financial Services, Inc.
DECREASED
Shares4,690 from 4,726
Change-36 (-1%)
Value$3.5M (-$10.6K)
Filed 2026-10-21
Alterna Wealth Management, Inc
DECREASED
Shares4,664 from 6,268
Change-1,604 (-26%)
Value$3.5M (-$1.2M)
Filed 2026-10-27
United Advisor Group, LLC
INCREASED
Shares4,653 from 4,398
Change+255 (+6%)
Value$3.4M (+$203.6K)
Filed 2026-11-03
Moss Adams Wealth Advisors LLC
DECREASED
Shares4,643 from 4,743
Change-100 (-2%)
Value$3.4M (-$58.5K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
DECREASED
Shares4,643 from 4,648
Change-5 (0%)
Value$3.4M (+$12.0K)
Filed 2026-10-21
IMG Wealth Management, Inc.
DECREASED
Shares4,637 from 4,863
Change-226 (-5%)
Value$3.4M (-$150.7K)
Filed 2026-10-27
Ballew Advisors, Inc
NEW
Shares4,612
Change+4,612
Value$3.5M
Filed 2026-10-05
Ejmk Ventures LLC
DECREASED
Shares4,597 from 5,030
Change-433 (-9%)
Value$3.4M (-$303.3K)
Filed 2026-10-21
Capital Wealth Alliance, LLC
DECREASED
Shares4,581 from 6,664
Change-2,083 (-31%)
Value$3.4M (-$1.5M)
Filed 2026-10-20
Kentucky Trust Co
INCREASED
Shares4,572 from 4,541
Change+31 (+1%)
Value$3.4M (+$38.2K)
Filed 2026-10-15
Samalin Investment Counsel, LLC
DECREASED
Shares4,560 from 4,760
Change-200 (-4%)
Value$3.4M (-$131.4K)
Filed 2026-10-23
First Citizens Bank & Trust Co
DECREASED
Shares4,557 from 5,326
Change-769 (-14%)
Value$3.4M (-$550.9K)
Filed 2026-10-14
Dorato Capital Management
DECREASED
Shares4,549 from 4,854
Change-305 (-6%)
Value$3.4M (-$74.7K)
Filed 2026-10-08
Carroll Advisory Group, LLC
DECREASED
Shares4,538 from 4,697
Change-159 (-3%)
Value$3.4M (-$101.5K)
Filed 2026-10-16
Hourglass Capital, LLC
DECREASED
Shares4,526 from 4,586
Change-60 (-1%)
Value$3.3M (-$28.6K)
Filed 2026-10-26
Stonebridge Financial Group, LLC
INCREASED
Shares4,515 from 4,374
Change+141 (+3%)
Value$3.3M (+$119.0K)
Filed 2026-10-01
North Capital, Inc.
INCREASED
Shares4,511 from 4,368
Change+143 (+3%)
Value$3.4M (+$138.2K)
Filed 2026-10-16
Stone Wealth Partners
INCREASED
Shares4,507 from 2,870
Change+1,637 (+57%)
Value$3.3M (+$1.2M)
Filed 2026-11-05
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares4,507 from 4,557
Change-50 (-1%)
Value$3.3M (-$21.5K)
Filed 2026-10-26
Xcel Wealth Management, LLC
INCREASED
Shares4,495 from 4,261
Change+234 (+5%)
Value$3.3M (+$187.5K)
Filed 2026-10-26
Compass Financial Group, Inc
DECREASED
Shares4,470 from 5,305
Change-835 (-16%)
Value$3.3M (-$600.1K)
Filed 2026-10-13
King Luther Capital Management Corp
DECREASED
Shares4,463 from 6,373
Change-1,910 (-30%)
Value$3.3M (-$1.4M)
Filed 2026-11-05
WealthCare Asset Management, LLC
DECREASED
Shares4,459 from 7,694
Change-3,235 (-42%)
Value$3.3M (-$2.4M)
Filed 2026-10-26
Uhlmann Price Securities, LLC
DECREASED
Shares4,435 from 4,817
Change-382 (-8%)
Value$3.3M (-$265.9K)
Filed 2026-11-03
XY Planning Network, Inc.
INCREASED
Shares4,431 from 3,830
Change+601 (+16%)
Value$3.3M (+$457.5K)
Filed 2026-10-14
First Citizens Financial Corp
UNCHANGED
Shares4,416 from 4,416
Change0 (0%)
Value$3.3M (+$14.9K)
Filed 2026-10-02
Advisor Resource Council
DECREASED
Shares4,415 from 4,720
Change-305 (-6%)
Value$3.3M (-$74.6K)
Filed 2026-11-05
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares4,415 from 4,415
Change0 (0%)
Value$3.3M (+$14.9K)
Filed 2026-11-03
Infinity Wealth Counsel, LLC
INCREASED
Shares4,410 from 4,325
Change+85 (+2%)
Value$3.3M (+$77.5K)
Filed 2026-10-15
Fort Washington Investment Advisors Inc
DECREASED
Shares4,409 from 4,411
Change-2 (0%)
Value$3.3M (+$13.4K)
Filed 2026-10-15
International Private Wealth Advisors LLC
INCREASED
Shares4,408 from 3,610
Change+798 (+22%)
Value$3.3M (+$602.2K)
Filed 2026-11-05
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares4,386 from 4,475
Change-89 (-2%)
Value$3.2M (-$51.0K)
Filed 2026-10-20
Aspirean Wealth, LLC
UNCHANGED
Shares4,385 from 4,385
Change0 (0%)
Value$3.2M (+$14.5K)
Filed 2026-11-03
NBZ Investment Advisors LLC
INCREASED
Shares4,371 from 3,879
Change+492 (+13%)
Value$3.2M (+$377.3K)
Filed 2026-10-30
Hummer Financial Advisory Services Inc
UNCHANGED
Shares4,366 from 4,366
Change0 (0%)
Value$3.2M (+$14.4K)
Filed 2026-10-09
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares4,354 from 4,354
Change0 (0%)
Value$3.2M (+$14.8K)
Filed 2026-10-20
Tandem Investment Partners LLC
DECREASED
Shares4,353 from 4,500
Change-147 (-3%)
Value$3.2M (-$93.6K)
Filed 2026-10-16
Langley Wealth Management, LLC
INCREASED
Shares4,334 from 4,221
Change+113 (+3%)
Value$3.2M (+$97.9K)
Filed 2026-11-04
Balentine LLC
INCREASED
Shares4,332 from 4,330
Change+2 (+0%)
Value$3.2M (+$16.1K)
Filed 2026-11-03
RCW Management, LLC
DECREASED
Shares4,326 from 4,389
Change-63 (-1%)
Value$3.2M (-$32.3K)
Filed 2026-10-30
Selective Wealth Management, Inc.
INCREASED
Shares4,326 from 4,287
Change+39 (+1%)
Value$3.1M (+$167.8K)
Filed 2026-10-16
Waldron Private Wealth LLC
DECREASED
Shares4,323 from 4,410
Change-87 (-2%)
Value$3.2M (-$46.2K)
Filed 2026-11-02
Sage Financial Group Inc
INCREASED
Shares4,315 from 1,311
Change+3,004 (+229%)
Value$3.2M (+$2.2M)
Filed 2026-10-27
Private Capital Advisors, Inc.
INCREASED
Shares4,309 from 4,259
Change+50 (+1%)
Value$3.2M (+$51.3K)
Filed 2026-10-06
Massachusetts Wealth Management
DECREASED
Shares4,302 from 4,492
Change-190 (-4%)
Value$3.2M (-$125.4K)
Filed 2026-10-21
Dagco, Inc.
DECREASED
Shares4,302 from 4,402
Change-100 (-2%)
Value$3.2M (-$59.1K)
Filed 2026-10-20
Summit Asset Management, LLC
DECREASED
Shares4,299 from 4,302
Change-3 (0%)
Value$3.2M (+$11.6K)
Filed 2026-11-05
Tranquility Partners, LLC
DECREASED
Shares4,298 from 4,329
Change-31 (-1%)
Value$3.2M (-$8.3K)
Filed 2026-10-20
Chapin Davis, Inc.
INCREASED
Shares4,294 from 4,274
Change+20 (+0%)
Value$3.2M (+$29.3K)
Filed 2026-10-09
Kelleher Financial Advisors
DECREASED
Shares4,286 from 4,716
Change-430 (-9%)
Value$3.2M (-$302.6K)
Filed 2026-10-30
Lauterbach Financial Advisors, LLC
DECREASED
Shares4,279 from 4,441
Change-162 (-4%)
Value$3.2M (-$104.5K)
Filed 2026-10-21
UMB Bank, n.a.
UNCHANGED
Shares4,270 from 4,270
Change0 (0%)
Value$3.2M (+$14.4K)
Filed 2026-11-06
AA Financial Advisors, LLC
INCREASED
Shares4,269 from 4,237
Change+32 (+1%)
Value$3.2M (+$37.8K)
Filed 2026-10-19
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares4,249 from 4,166
Change+83 (+2%)
Value$3.1M (+$75.3K)
Filed 2026-10-27
Optivise Advisory Services LLC
INCREASED
Shares4,247 from 4,223
Change+24 (+1%)
Value$3.1M (+$31.9K)
Filed 2026-10-19
Geneva Partners, LLC
INCREASED
Shares4,246 from 3,941
Change+305 (+8%)
Value$3.1M (+$238.7K)
Filed 2026-10-26
Mcdonald Partners LLC
INCREASED
Shares4,243 from 3,991
Change+252 (+6%)
Value$3.1M (+$199.9K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
NEW
Shares4,242
Change+4,242
Value$3.1M
Filed 2026-10-16
Jones Kertz & Associates, Inc.
DECREASED
Shares4,234 from 4,254
Change-20 (0%)
Value$3.1M (-$460)
Filed 2026-10-28
Blvd Private Wealth, LLC
DECREASED
Shares4,233 from 4,382
Change-149 (-3%)
Value$3.1M (-$95.2K)
Filed 2026-10-14
Investors Asset Management of Georgia Inc
INCREASED
Shares4,227 from 4,172
Change+55 (+1%)
Value$3.1M (+$54.9K)
Filed 2026-10-20
Pathway Financial Advisors LLC
INCREASED
Shares4,223 from 4,207
Change+16 (+0%)
Value$3.1M (+$126.0K)
Filed 2026-10-07
Rational Advisors, Inc.
NEW
Shares4,218
Change+4,218
Value$3.1M
Filed 2026-11-02
Opulen Financial Group LLC
DECREASED
Shares4,204 from 4,361
Change-157 (-4%)
Value$3.1M (-$101.6K)
Filed 2026-10-22
Bulwark Capital Corp
INCREASED
Shares4,192 from 3,542
Change+650 (+18%)
Value$3.1M (+$492.8K)
Filed 2026-10-13
Parsons Capital Management Inc
DECREASED
Shares4,187 from 4,217
Change-30 (-1%)
Value$3.1M (-$8.0K)
Filed 2026-10-28
Tritonpoint Wealth, LLC
INCREASED
Shares4,185 from 4,141
Change+44 (+1%)
Value$3.1M (+$45.8K)
Filed 2026-10-19
Investment Partners Asset Management, Inc.
DECREASED
Shares4,125 from 4,163
Change-38 (-1%)
Value$3.1M (-$14.2K)
Filed 2026-10-09
Sawgrass Asset Management LLC
UNCHANGED
Shares4,123 from 4,123
Change0 (0%)
Value$3.0M (+$13.9K)
Filed 2026-11-03
Weatherly Asset Management L. P.
UNCHANGED
Shares4,105 from 4,105
Change0 (0%)
Value$3.0M (+$13.7K)
Filed 2026-10-20
Summit Wealth Group LLC / Co
INCREASED
Shares4,093 from 3,974
Change+119 (+3%)
Value$3.0M (+$101.5K)
Filed 2026-10-29
Mann Financial Group, Inc.
INCREASED
Shares4,075 from 3,783
Change+292 (+8%)
Value$3.0M (+$228.8K)
Filed 2026-10-15
Atlas Brown,Inc.
DECREASED
Shares4,075 from 4,139
Change-64 (-2%)
Value$3.0M (-$33.7K)
Filed 2026-10-09
Revolve Wealth Partners, LLC
DECREASED
Shares4,074 from 4,254
Change-180 (-4%)
Value$3.0M (-$119.1K)
Filed 2026-10-23
CFS Investment Advisory Services, LLC
INCREASED
Shares4,055 from 3,535
Change+520 (+15%)
Value$3.1M (+$561.4K)
Filed 2026-10-19
Mindset Wealth Management, LLC
UNCHANGED
Shares4,045 from 4,045
Change0 (0%)
Value$3.0M (+$13.8K)
Filed 2026-10-19
United Asset Strategies, Inc.
DECREASED
Shares4,040 from 4,041
Change-1 (0%)
Value$3.0M (+$12.6K)
Filed 2026-10-28
Gryphon Financial Partners LLC
INCREASED
Shares4,033 from 3,910
Change+123 (+3%)
Value$3.0M (+$104.2K)
Filed 2026-11-04
Wavvest Wealth LLC
NEW
Shares4,029
Change+4,029
Value$3.0M
Filed 2026-10-21
Narus Financial Partners, LLC
DECREASED
Shares4,029 from 4,076
Change-47 (-1%)
Value$3.0M (-$21.4K)
Filed 2026-10-19
Friday Financial
INCREASED
Shares4,028 from 3,966
Change+62 (+2%)
Value$3.0M (+$175.9K)
Filed 2026-10-09
Berbice Capital Management LLC
INCREASED
Shares4,020 from 3,730
Change+290 (+8%)
Value$3.0M (+$227.1K)
Filed 2026-10-13
Aries Wealth Management
INCREASED
Shares4,019 from 3,838
Change+181 (+5%)
Value$3.0M (+$146.8K)
Filed 2026-10-23
Resonant Capital Advisors, LLC
INCREASED
Shares4,019 from 4,000
Change+19 (+0%)
Value$3.0M (+$27.3K)
Filed 2026-10-15
Hibernia Wealth Partners, LLC
INCREASED
Shares3,997 from 3,886
Change+111 (+3%)
Value$3.0M (+$95.7K)
Filed 2026-10-29
McClarren Financial Advisors, Inc.
DECREASED
Shares3,989 from 4,191
Change-202 (-5%)
Value$3.0M (-$136.0K)
Filed 2026-10-15
Lewis Asset Management, LLC
DECREASED
Shares3,984 from 3,990
Change-6 (0%)
Value$3.0M (+$12.4K)
Filed 2026-10-14
Rydar Equities, Inc.
DECREASED
Shares3,970 from 3,974
Change-4 (0%)
Value$3.0M (+$209.3K)
Filed 2026-10-13
Anchyra Partners LLC
INCREASED
Shares3,956 from 2,254
Change+1,702 (+76%)
Value$2.9M (+$1.3M)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
INCREASED
Shares3,953 from 3,952
Change+1 (+0%)
Value$2.9M (+$13.6K)
Filed 2026-11-02
Heritage Investors Management Corp
DECREASED
Shares3,952 from 4,027
Change-75 (-2%)
Value$2.9M (-$41.0K)
Filed 2026-10-29
River Street Advisors LLC
INCREASED
Shares3,950 from 3,905
Change+45 (+1%)
Value$2.9M (+$46.5K)
Filed 2026-10-22
Union Savings Bank
INCREASED
Shares3,947 from 3,835
Change+112 (+3%)
Value$2.9M (+$95.8K)
Filed 2026-10-14
Carter Financial Group, Inc.
DECREASED
Shares3,931 from 3,960
Change-29 (-1%)
Value$2.9M (-$8.1K)
Filed 2026-10-21
Outfitters Financial LLC
INCREASED
Shares3,919 from 3,827
Change+92 (+2%)
Value$2.9M (+$81.0K)
Filed 2026-10-23
Saxon Interests, Inc.
DECREASED
Shares3,903 from 4,140
Change-237 (-6%)
Value$2.9M (-$161.4K)
Filed 2026-10-26
Patrick M Sweeney & Associates, Inc
INCREASED
Shares3,896 from 3,885
Change+11 (+0%)
Value$2.9M (+$21.3K)
Filed 2026-10-22
Zega Investments, LLC
DECREASED
Shares3,876 from 4,079
Change-203 (-5%)
Value$2.9M (-$136.4K)
Filed 2026-11-04
Net Worth Advisory Group
DECREASED
Shares3,872 from 3,942
Change-70 (-2%)
Value$2.9M (-$29.8K)
Filed 2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED
Shares3,862 from 3,895
Change-33 (-1%)
Value$2.9M (-$11.3K)
Filed 2026-10-06
Lionshead Wealth Management, LLC
INCREASED
Shares3,857 from 3,856
Change+1 (+0%)
Value$2.9M (+$16.9K)
Filed 2026-10-21
Yelin Lapidot Holdings Management Ltd.
DECREASED
Shares3,852 from 4,238
Change-386 (-9%)
Value$2.8M (-$271.3K)
Filed 2026-10-26
Smith Asset Management Co., LLC
INCREASED
Shares3,849 from 2,747
Change+1,102 (+40%)
Value$2.8M (+$825.1K)
Filed 2026-10-16
Platform Technology Partners
DECREASED
Shares3,848 from 3,961
Change-113 (-3%)
Value$2.8M (-$70.5K)
Filed 2026-11-02
Pictet North America Advisors SA
UNCHANGED
Shares3,846 from 3,846
Change0 (0%)
Value$2.8M (+$13.2K)
Filed 2026-10-21
Patten & Patten Inc
INCREASED
Shares3,844 from 3,784
Change+60 (+2%)
Value$2.8M (+$57.4K)
Filed 2026-10-26
Nixon Peabody Trust Co
INCREASED
Shares3,835 from 1,335
Change+2,500 (+187%)
Value$2.8M (+$1.9M)
Filed 2026-10-23
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares3,835 from 3,835
Change0 (0%)
Value$2.8M (+$12.4K)
Filed 2026-11-02
Sierra Summit Advisors LLC
DECREASED
Shares3,789 from 4,242
Change-453 (-11%)
Value$2.8M (-$320.8K)
Filed 2026-10-28
Capital Planning LLC
DECREASED
Shares3,783 from 4,094
Change-311 (-8%)
Value$2.8M (-$217.3K)
Filed 2026-10-09
Peoples Bank
INCREASED
Shares3,780 from 3,771
Change+9 (+0%)
Value$2.8M (+$19.4K)
Filed 2026-10-09
Beaumont Financial Advisors, LLC
INCREASED
Shares3,777 from 3,693
Change+84 (+2%)
Value$2.8M (+$74.0K)
Filed 2026-10-22
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares3,777 from 3,777
Change0 (0%)
Value$2.8M (+$12.7K)
Filed 2026-10-20
HRC Wealth Management, LLC
INCREASED
Shares3,766 from 3,395
Change+371 (+11%)
Value$2.8M (+$286.0K)
Filed 2026-10-16
Legacy Edge Advisors, LLC
INCREASED
Shares3,762 from 3,567
Change+195 (+5%)
Value$2.8M (+$156.4K)
Filed 2026-11-06
Breakwater Capital Group
INCREASED
Shares3,761 from 3,145
Change+616 (+20%)
Value$2.8M (+$466.0K)
Filed 2026-10-09
Cypress Asset Management Inc
DECREASED
Shares3,760 from 3,864
Change-104 (-3%)
Value$2.8M (-$63.9K)
Filed 2026-10-09
CPC Advisors, LLC
DECREASED
Shares3,752 from 3,770
Change-18 (0%)
Value$2.8M (-$571)
Filed 2026-10-21
Core Wealth Partners LLC
INCREASED
Shares3,751 from 2,891
Change+860 (+30%)
Value$2.8M (+$646.1K)
Filed 2026-11-02
Clear Trail Advisors, LLC
INCREASED
Shares3,744 from 3,622
Change+122 (+3%)
Value$2.8M (+$102.8K)
Filed 2026-10-20
Viewpoint Capital Management LLC
DECREASED
Shares3,736 from 3,935
Change-199 (-5%)
Value$2.8M (-$134.0K)
Filed 2026-10-27
Perryman Financial Advisory Inc
INCREASED
Shares3,733 from 3,693
Change+40 (+1%)
Value$2.8M (+$41.8K)
Filed 2026-10-16
Veery Capital, LLC
INCREASED
Shares3,728 from 3,726
Change+2 (+0%)
Value$2.8M (+$13.7K)
Filed 2026-10-07
Endeavor Private Wealth, Inc.
DECREASED
Shares3,724 from 4,008
Change-284 (-7%)
Value$2.8M (-$190.8K)
Filed 2026-11-05
Taylor Securities Services, Inc.
INCREASED
Shares3,706 from 3,550
Change+156 (+4%)
Value$2.7M (+$127.3K)
Filed 2026-10-20
Cordgrass Capital Advisors, LLC
INCREASED
Shares3,698 from 3,650
Change+48 (+1%)
Value$2.7M (+$47.8K)
Filed 2026-10-30
Key Capital Management, Inc
INCREASED
Shares3,670 from 1,617
Change+2,053 (+127%)
Value$2.7M (+$1.5M)
Filed 2026-11-03
SVB Wealth LLC
DECREASED
Shares3,668 from 4,376
Change-708 (-16%)
Value$2.7M (-$509.0K)
Filed 2026-11-06
Aspect Partners, LLC
INCREASED
Shares3,638 from 3,634
Change+4 (+0%)
Value$2.7M (+$15.7K)
Filed 2026-10-20
American National Bank & Trust
DECREASED
Shares3,635 from 3,684
Change-49 (-1%)
Value$2.7M (-$23.8K)
Filed 2026-10-07
Affiance Financial, LLC
INCREASED
Shares3,634 from 3,583
Change+51 (+1%)
Value$2.7M (+$49.5K)
Filed 2026-10-15
Professional Financial Advisors, LLC
DECREASED
Shares3,605 from 3,614
Change-9 (0%)
Value$2.7M (+$5.7K)
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED
Shares3,600 from 3,666
Change-66 (-2%)
Value$2.7M (-$35.9K)
Filed 2026-10-26
Winebrenner Capital Management LLC
INCREASED
Shares3,586 from 2,848
Change+738 (+26%)
Value$2.2M (+$130.1K)
Filed 2026-10-07
F&V Capital Management, LLC
DECREASED
Shares3,582 from 3,600
Change-18 (0%)
Value$2.7K (-$2.6M)
Filed 2026-10-19
Silvia Mccoll Wealth Management, LLC
INCREASED
Shares3,577 from 3,565
Change+12 (+0%)
Value$2.6M (+$20.9K)
Filed 2026-10-07
Northern Financial Advisors Inc
DECREASED
Shares3,575 from 3,648
Change-73 (-2%)
Value$2.6M (-$41.1K)
Filed 2026-10-29
15 Wealth Advisors LLC
NEW
Shares3,565
Change+3,565
Value$2.6M
Filed 2026-10-14
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares3,563 from 3,563
Change0 (0%)
Value$2.6M (+$14.7K)
Filed 2026-10-23
Morton Brown Family Wealth, LLC
INCREASED
Shares3,560 from 3,229
Change+331 (+10%)
Value$2.6M (+$256.0K)
Filed 2026-10-23
Howard Wealth Management, LLC
DECREASED
Shares3,554 from 3,574
Change-20 (-1%)
Value$2.6M (-$3.2K)
Filed 2026-10-28
Advanced Asset Management Advisors Inc
INCREASED
Shares3,553 from 3,503
Change+50 (+1%)
Value$2.6M (+$48.8K)
Filed 2026-10-20
Fortitude Financial, LLC
DECREASED
Shares3,551 from 3,670
Change-119 (-3%)
Value$2.6M (-$75.7K)
Filed 2026-10-19
ETF Store, Inc.
INCREASED
Shares3,550 from 2,803
Change+747 (+27%)
Value$2.6M (+$561.9K)
Filed 2026-10-19
WT Wealth Management
DECREASED
Shares3,543 from 4,341
Change-798 (-18%)
Value$2.6M (-$575.8K)
Filed 2026-10-13
3 Factor Indexing, LLC
INCREASED
Shares3,538 from 3,508
Change+30 (+1%)
Value$2.6M (+$34.0K)
Filed 2026-10-15
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares3,527 from 3,581
Change-54 (-2%)
Value$2.6M (-$27.5K)
Filed 2026-10-08
Vestor Capital, LLC
INCREASED
Shares3,525 from 3,201
Change+324 (+10%)
Value$512 (-$67)
Filed 2026-11-04
First Growth Capital LLC
INCREASED
Shares3,524 from 3,519
Change+5 (+0%)
Value$2.6M (+$15.6K)
Filed 2026-10-15
Symmetry Partners, LLC
INCREASED
Shares3,504 from 790
Change+2,714 (+344%)
Value$2.6M (+$2.0M)
Filed 2026-10-27
Weaver Consulting Group
INCREASED
Shares3,495 from 3,483
Change+12 (+0%)
Value$2.6M (+$20.2K)
Filed 2026-10-07
Lyell Wealth Management, LP
DECREASED
Shares3,488 from 3,508
Change-20 (-1%)
Value$2.6M (-$3.5K)
Filed 2026-10-30
Oakworth Capital, Inc.
UNCHANGED
Shares3,488 from 3,488
Change0 (0%)
Value$2.6M (+$16.2K)
Filed 2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED
Shares3,479 from 3,382
Change+97 (+3%)
Value$2.6M (+$83.2K)
Filed 2026-10-15
PCG Asset Management, LLC
DECREASED
Shares3,477 from 7,390
Change-3,913 (-53%)
Value$2.6M (-$2.9M)
Filed 2026-11-05
Financial Perspectives, Inc
INCREASED
Shares3,466 from 3,448
Change+18 (+1%)
Value$2.6M (+$24.6K)
Filed 2026-11-03
Linscomb Wealth, Inc.
DECREASED
Shares3,461 from 3,472
Change-11 (0%)
Value$2.6M (+$3.6K)
Filed 2026-11-05
Register Financial Advisors LLC
INCREASED
Shares3,459 from 3,364
Change+95 (+3%)
Value$2.6M (+$81.9K)
Filed 2026-10-23
Crumly & Associates Inc.
INCREASED
Shares3,458 from 2,990
Change+468 (+16%)
Value$2.6M (+$356.8K)
Filed 2026-10-07
Financial Futures Ltd Liability Co.
INCREASED
Shares3,448 from 3,414
Change+34 (+1%)
Value$2.6M (+$36.7K)
Filed 2026-10-13
Ceera Investments, LLC
INCREASED
Shares3,436 from 3,026
Change+410 (+14%)
Value$2.5M (+$313.5K)
Filed 2026-11-02
Occidental Asset Management, LLC
INCREASED
Shares3,426 from 2,374
Change+1,052 (+44%)
Value$2.5M (+$786.3K)
Filed 2026-11-05
Traphagen Investment Advisors LLC
INCREASED
Shares3,403 from 2,736
Change+667 (+24%)
Value$2.5M (+$502.8K)
Filed 2026-10-14
J. Derek Lewis & Associates Inc.
INCREASED
Shares3,399 from 3,054
Change+345 (+11%)
Value$2.5M (+$265.7K)
Filed 2026-11-03
Stiles Financial Services Inc
DECREASED
Shares3,392 from 3,430
Change-38 (-1%)
Value$2.5M (-$16.5K)
Filed 2026-10-30
Cambridge Financial Group, LLC
UNCHANGED
Shares3,358 from 3,358
Change0 (0%)
Value$2.5M ($0)
Filed 2026-10-06
Meridian Investment Counsel Inc.
UNCHANGED
Shares3,346 from 3,346
Change0 (0%)
Value$2.5M (+$11.3K)
Filed 2026-10-14
Great Lakes Advisors, LLC
DECREASED
Shares3,337 from 13,847
Change-10,510 (-76%)
Value$2.5M (-$7.7M)
Filed 2026-11-06
Novem Group
DECREASED
Shares3,336 from 3,689
Change-353 (-10%)
Value$2.5M (-$249.0K)
Filed 2026-10-19
McAdam, LLC
INCREASED
Shares3,332 from 3,131
Change+201 (+6%)
Value$2.5M (+$159.2K)
Filed 2026-10-21
Davis Investment Partners, LLC
UNCHANGED
Shares3,318 from 3,318
Change0 (0%)
Value$2.5M (+$11.4K)
Filed 2026-11-05
Trust Point Inc.
NEW
Shares3,294
Change+3,294
Value$2.4M
Filed 2026-10-27
Synergy Asset Management, LLC
DECREASED
Shares3,292 from 13,919
Change-10,627 (-76%)
Value$2.4M (-$7.8M)
Filed 2026-11-05
MFA Wealth Services
INCREASED
Shares3,287 from 3,201
Change+86 (+3%)
Value$2.4M (+$74.8K)
Filed 2026-10-14
Paller Financial Services Inc
DECREASED
Shares3,276 from 5,298
Change-2,022 (-38%)
Value$2.4M (-$1.5M)
Filed 2026-10-13
Cape Investment Advisory, Inc.
DECREASED
Shares3,274 from 3,367
Change-93 (-3%)
Value$2.4M (-$57.0K)
Filed 2026-10-13
Northeast Investment Management
DECREASED
Shares3,272 from 3,385
Change-113 (-3%)
Value$2.4M (-$72.2K)
Filed 2026-10-30
Ridgewood Investments LLC
DECREASED
Shares3,265 from 3,305
Change-40 (-1%)
Value$2.4M (-$19.1K)
Filed 2026-10-05
Acropolis Investment Management, LLC
INCREASED
Shares3,264 from 3,223
Change+41 (+1%)
Value$2.4M (+$41.2K)
Filed 2026-10-08
Global Financial Private Client, LLC
DECREASED
Shares3,262 from 3,268
Change-6 (0%)
Value$2.4M (+$6.6K)
Filed 2026-10-15
Roman Butler Fullerton & Co
INCREASED
Shares3,251 from 2,771
Change+480 (+17%)
Value$2.3M (+$363.4K)
Filed 2026-10-27
Everhart Financial Group, Inc.
INCREASED
Shares3,247 from 2,809
Change+438 (+16%)
Value$2.4M (+$333.5K)
Filed 2026-10-08
Burney Co/
INCREASED
Shares3,246 from 2,161
Change+1,085 (+50%)
Value$2.4M (+$809.8K)
Filed 2026-10-15
Chemistry Wealth Management LLC
DECREASED
Shares3,246 from 3,428
Change-182 (-5%)
Value$2.4M (-$122.9K)
Filed 2026-10-16
GHP Investment Advisors, Inc.
DECREASED
Shares3,245 from 3,415
Change-170 (-5%)
Value$2.4M (-$114.4K)
Filed 2026-10-15
KG Capital Management
INCREASED
Shares3,207 from 3,035
Change+172 (+6%)
Value$2.4M (+$136.9K)
Filed 2026-10-15
Lazari Capital Management, Inc.
DECREASED
Shares3,169 from 3,217
Change-48 (-1%)
Value$2.3M (-$24.6K)
Filed 2026-10-20
Concord Wealth Partners
DECREASED
Shares3,162 from 3,374
Change-212 (-6%)
Value$2.3M (-$145.2K)
Filed 2026-11-02
First Financial Group Corp
DECREASED
Shares3,157 from 3,163
Change-6 (0%)
Value$2.3M (+$6.3K)
Filed 2026-10-22
Regent Peak Wealth Advisors LLC
DECREASED
Shares3,129 from 3,166
Change-37 (-1%)
Value$2.3M (-$16.7K)
Filed 2026-10-13
Wolff Financial Management LLC
UNCHANGED
Shares3,126 from 3,126
Change0 (0%)
Value$2.3M (+$10.6K)
Filed 2026-10-23
KFA Private Wealth Group, LLC
DECREASED
Shares3,115 from 3,169
Change-54 (-2%)
Value$2.3M (-$29.2K)
Filed 2026-10-07
Rainier Family Wealth Inc
DECREASED
Shares3,110 from 4,026
Change-916 (-23%)
Value$2.3M (-$664.1K)
Filed 2026-11-02
Sagace Wealth Management LLC
DECREASED
Shares3,101 from 3,249
Change-148 (-5%)
Value$2.3M (-$98.5K)
Filed 2026-10-28
Indiana Trust & Investment Management Co
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$2.3M (+$10.4K)
Filed 2026-10-22
Chicago Capital, LLC
DECREASED
Shares3,093 from 3,156
Change-63 (-2%)
Value$2.3M (-$36.0K)
Filed 2026-10-13
Colorado Capital Management, Inc.
DECREASED
Shares3,089 from 3,661
Change-572 (-16%)
Value$2.3K (-$411)
Filed 2026-10-15
OxenFree Capital LLC
INCREASED
Shares3,080 from 2,772
Change+308 (+11%)
Value$2.3M (+$373.5K)
Filed 2026-10-07
Guyasuta Investment Advisors Inc
DECREASED
Shares3,075 from 3,101
Change-26 (-1%)
Value$2.3M (-$8.8K)
Filed 2026-10-15
Denver PWM, LLC
NEW
Shares3,073
Change+3,073
Value$2.3M
Filed 2026-10-22
Code Waechter LLC
INCREASED
Shares3,061 from 2,785
Change+276 (+10%)
Value$2.3M (+$213.6K)
Filed 2026-10-23
waypoint wealth counsel
DECREASED
Shares3,043 from 3,046
Change-3 (0%)
Value$2.3M (+$8.3K)
Filed 2026-10-22
BridgePort Financial Solutions, LLC
INCREASED
Shares3,034 from 2,206
Change+828 (+38%)
Value$2.2M (+$620.4K)
Filed 2026-11-02
MKT Advisors LLC
DECREASED
Shares3,034 from 3,082
Change-48 (-2%)
Value$2.3M (+$81.2K)
Filed 2026-10-20
Convergence Financial, LLC
INCREASED
Shares3,012 from 1,562
Change+1,450 (+93%)
Value$2.2M (+$1.1M)
Filed 2026-10-27
Leo Wealth, LLC
NEW
Shares3,011
Change+3,011
Value$2.2M
Filed 2026-10-26
Frederick Financial Consultants, LLC
INCREASED
Shares2,991 from 2,906
Change+85 (+3%)
Value$2.2M (+$72.6K)
Filed 2026-10-29
Mezzasalma Advisors, LLC
DECREASED
Shares2,988 from 3,121
Change-133 (-4%)
Value$2.2M (-$88.4K)
Filed 2026-10-14
Aldebaran Financial Inc.
DECREASED
Shares2,987 from 3,674
Change-687 (-19%)
Value$2.2M (-$495.8K)
Filed 2026-11-06
True Private Wealth Advisors
INCREASED
Shares2,980 from 2,819
Change+161 (+6%)
Value$2.2M (+$128.9K)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED
Shares2,977 from 2,963
Change+14 (+0%)
Value$2.2M (+$14.5K)
Filed 2026-11-02
Grantvest Financial Group LLC
DECREASED
Shares2,969 from 3,203
Change-234 (-7%)
Value$2.2M (-$162.1K)
Filed 2026-10-21
Manchester Capital Management LLC
INCREASED
Shares2,967 from 2,908
Change+59 (+2%)
Value$2.2M (+$53.4K)
Filed 2026-10-22
Klingman & Associates, LLC
DECREASED
Shares2,964 from 3,030
Change-66 (-2%)
Value$2.2M (-$38.6K)
Filed 2026-10-20
Autumn Glory Partners, LLC
DECREASED
Shares2,944 from 2,945
Change-1 (0%)
Value$2.2M (+$9.2K)
Filed 2026-10-26
Williams & Novak Wealth Management, LLC
DECREASED
Shares2,936 from 3,176
Change-240 (-8%)
Value$2.2M (-$166.7K)
Filed 2026-10-09
Lynx Investment Advisory
INCREASED
Shares2,930 from 1,018
Change+1,912 (+188%)
Value$2.2M (+$1.4M)
Filed 2026-10-27
Lake Hills Wealth Management, LLC
UNCHANGED
Shares2,925 from 2,925
Change0 (0%)
Value$2.2M (+$10.2K)
Filed 2026-10-07
Insight Wealth Strategies, LLC
DECREASED
Shares2,923 from 3,707
Change-784 (-21%)
Value$2.2M (-$526.5K)
Filed 2026-10-09
Blueline Advisors LLC
INCREASED
Shares2,919 from 2,805
Change+114 (+4%)
Value$2.2M (+$92.9K)
Filed 2026-10-15
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares2,919 from 2,918
Change+1 (+0%)
Value$2.2M (+$9.8K)
Filed 2026-11-04
Dana Investment Advisors, Inc.
DECREASED
Shares2,909 from 2,947
Change-38 (-1%)
Value$2.2M (-$18.2K)
Filed 2026-11-06
Wealth Architects, LLC
DECREASED
Shares2,900 from 2,902
Change-2 (0%)
Value$2.1M (+$8.7K)
Filed 2026-11-03
Blackston Financial Advisory Group, LLC
DECREASED
Shares2,880 from 2,934
Change-54 (-2%)
Value$2.1M (-$30.5K)
Filed 2026-11-04
Rockwood Wealth Management, LLC
DECREASED
Shares2,874 from 3,010
Change-136 (-5%)
Value$2.1M (-$90.8K)
Filed 2026-10-27
TSG Advice Partners, LLC
NEW
Shares2,872
Change+2,872
Value$2.1M
Filed 2026-10-29
BKM Wealth Management, LLC
INCREASED
Shares2,867 from 2,797
Change+70 (+3%)
Value$2.1M (+$61.2K)
Filed 2026-10-22
ERn Financial, LLC
DECREASED
Shares2,855 from 2,861
Change-6 (0%)
Value$2.1M (+$5.4K)
Filed 2026-10-28
John A. Wolfe & Associates, Inc.
DECREASED
Shares2,841 from 2,973
Change-132 (-4%)
Value$2.1M (-$87.3K)
Filed 2026-11-06
Solstein Capital, LLC
UNCHANGED
Shares2,828 from 2,828
Change0 (0%)
Value$2.1M (+$9.5K)
Filed 2026-11-02
Foronjy Financial LLC
INCREASED
Shares2,821 from 2,809
Change+12 (+0%)
Value$2.1M (+$18.3K)
Filed 2026-10-14
Aspen Wealth Management LLC
INCREASED
Shares2,820 from 1,470
Change+1,350 (+92%)
Value$2.1M (+$1.0M)
Filed 2026-10-14
Wealth Effects LLC
INCREASED
Shares2,809 from 2,784
Change+25 (+1%)
Value$2.1M (+$27.9K)
Filed 2026-10-23
Tompkins Financial Corp
UNCHANGED
Shares2,806 from 2,806
Change0 (0%)
Value$2.1M (+$9.5K)
Filed 2026-10-05
Nilsine Partners, LLC
DECREASED
Shares2,804 from 3,042
Change-238 (-8%)
Value$2.1M (-$165.8K)
Filed 2026-11-02
Quantum Private Wealth, LLC
UNCHANGED
Shares2,792 from 2,792
Change0 (0%)
Value$2.1M (+$9.4K)
Filed 2026-10-20
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares2,787 from 2,751
Change+36 (+1%)
Value$2.1M (+$36.2K)
Filed 2026-10-16
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares2,781 from 3,475
Change-694 (-20%)
Value$2.1M (-$501.8K)
Filed 2026-10-14
Avalon Capital Management
DECREASED
Shares2,779 from 2,868
Change-89 (-3%)
Value$2.1M (-$56.2K)
Filed 2026-11-04
Tcfg Investment Advisors, LLC
INCREASED
Shares2,758 from 2,757
Change+1 (+0%)
Value$2.0M (+$10.0K)
Filed 2026-10-20
Zions Bancorporation, National Association
INCREASED
Shares2,754 from 2,711
Change+43 (+2%)
Value$2.0M (+$40.9K)
Filed 2026-11-06
RPG Investment Advisory, LLC
DECREASED
Shares2,746 from 3,507
Change-761 (-22%)
Value$2.0M (-$551.1K)
Filed 2026-10-21
SLT Holdings LLC
INCREASED
Shares2,742 from 2,585
Change+157 (+6%)
Value$2.0M (+$124.9K)
Filed 2026-10-15
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares2,739 from 2,739
Change0 (0%)
Value$2.0M (+$9.2K)
Filed 2026-10-15
Smart Wealth LLC
INCREASED
Shares2,733 from 2,676
Change+57 (+2%)
Value$2.0M (+$51.3K)
Filed 2026-11-04
Portside Wealth Group, LLC
DECREASED
Shares2,732 from 5,121
Change-2,389 (-47%)
Value$2.0M (-$1.7M)
Filed 2026-10-20
Comprehensive Financial Planning, Inc.
DECREASED
Shares2,731 from 2,734
Change-3 (0%)
Value$2.0M (+$7.5K)
Filed 2026-10-27
Van Cleef Asset Management,Inc
UNCHANGED
Shares2,719 from 2,719
Change0 (0%)
Value$2.0M (+$9.2K)
Filed 2026-10-20
SFG Wealth Management, Llc.
INCREASED
Shares2,714 from 2,629
Change+85 (+3%)
Value$2.0M (+$71.3K)
Filed 2026-10-23
Vista Capital Partners, Inc.
INCREASED
Shares2,710 from 2,696
Change+14 (+1%)
Value$2.0M (+$19.4K)
Filed 2026-11-06
Advisor OS, LLC
DECREASED
Shares2,702 from 6,311
Change-3,609 (-57%)
Value$2.0M (-$2.6M)
Filed 2026-11-03
Sage Capital Advisors,llc
INCREASED
Shares2,701 from 2,652
Change+49 (+2%)
Value$2.0M (+$45.8K)
Filed 2026-10-13
Park National Corp
INCREASED
Shares2,693 from 2,580
Change+113 (+4%)
Value$2.0M (+$92.3K)
Filed 2026-10-05
Orange Investment Advisors, Inc.
DECREASED
Shares2,690 from 2,710
Change-20 (-1%)
Value$2.0M (-$5.7K)
Filed 2026-10-23
Willner & Heller, LLC
DECREASED
Shares2,682 from 2,731
Change-49 (-2%)
Value$2.0M (-$27.0K)
Filed 2026-10-28
Grange Capital, LLC
INCREASED
Shares2,678 from 2,565
Change+113 (+4%)
Value$2.0M (+$92.4K)
Filed 2026-10-20
Redwood Financial Network Corp
DECREASED
Shares2,674 from 2,991
Change-317 (-11%)
Value$2.0M (-$224.5K)
Filed 2026-11-03
Tortoise Investment Management, LLC
UNCHANGED
Shares2,674 from 2,674
Change0 (0%)
Value$2.0M (+$9.0K)
Filed 2026-11-06
Sanchez Wealth Management Group
DECREASED
Shares2,672 from 45,967
Change-43,295 (-94%)
Value$2.0M (-$31.9M)
Filed 2026-11-02
Total Wealth Planning & Management, Inc.
DECREASED
Shares2,665 from 2,706
Change-41 (-2%)
Value$2.0M (-$21.2K)
Filed 2026-10-23
Powers Advisory Group, LLC
INCREASED
Shares2,664 from 2,560
Change+104 (+4%)
Value$2.0M (+$85.6K)
Filed 2026-10-14
Shoker Investment Counsel, Inc.
INCREASED
Shares2,660 from 2,658
Change+2 (+0%)
Value$2.0M (+$10.9K)
Filed 2026-11-04
Eclectic Associates Inc
DECREASED
Shares2,653 from 3,446
Change-793 (-23%)
Value$2.0M (-$574.7K)
Filed 2026-10-09
Nemes Rush Group LLC
INCREASED
Shares2,650 from 2,636
Change+14 (+1%)
Value$2.0M (+$19.8K)
Filed 2026-11-04
Ledyard National Bank
DECREASED
Shares2,645 from 2,817
Change-172 (-6%)
Value$2.0M (-$117.7K)
Filed 2026-10-21
Wealthcare Capital Partners, LLC
INCREASED
Shares2,644 from 2,596
Change+48 (+2%)
Value$2.0M (+$43.9K)
Filed 2026-10-21
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED
Shares2,644 from 2,641
Change+3 (+0%)
Value$2.0M (+$11.3K)
Filed 2026-10-16
Raleigh Capital Management Inc.
INCREASED
Shares2,636 from 140
Change+2,496 (+1783%)
Value$2.0M (+$1.8M)
Filed 2026-10-28
Fragasso Financial Advisors Inc
INCREASED
Shares2,633 from 2,109
Change+524 (+25%)
Value$2.0M (+$425.1K)
Filed 2026-10-13
Strata Wealth Advisors, LLC
DECREASED
Shares2,633 from 2,775
Change-142 (-5%)
Value$1.9M (-$95.7K)
Filed 2026-10-16
Romano Brothers and Company
UNCHANGED
Shares2,620 from 2,620
Change0 (0%)
Value$1.9M (+$8.9K)
Filed 2026-10-22
Strategic Advocates LLC
INCREASED
Shares2,614 from 2,476
Change+138 (+6%)
Value$1.9M (+$110.4K)
Filed 2026-11-03
Towne Trust Company, N.a
UNCHANGED
Shares2,610 from 2,610
Change0 (0%)
Value$1.9M (+$8.8K)
Filed 2026-10-28
North Point Portfolio Managers Corp
INCREASED
Shares2,608 from 2,587
Change+21 (+1%)
Value$1.9M (+$26.2K)
Filed 2026-10-07
Towercrest Capital Management
INCREASED
Shares2,608 from 2,588
Change+20 (+1%)
Value$1.9M (+$23.4K)
Filed 2026-10-23
Alliance Wealth Management Group
INCREASED
Shares2,608 from 2,588
Change+20 (+1%)
Value$1.9M (+$23.4K)
Filed 2026-10-29
TigerOak Management, L.L.C.
DECREASED
Shares2,594 from 2,605
Change-11 (0%)
Value$1.9M (+$641)
Filed 2026-10-23
Accretive Wealth Partners, LLC
UNCHANGED
Shares2,593 from 2,593
Change0 (0%)
Value$1.9M (+$8.8K)
Filed 2026-11-06
Financial Planning Hawaii, Inc.
DECREASED
Shares2,592 from 2,854
Change-262 (-9%)
Value$1.9M (-$184.2K)
Filed 2026-10-13
MPS Loria Financial Planners, LLC
INCREASED
Shares2,589 from 2,518
Change+71 (+3%)
Value$1.9M (+$60.8K)
Filed 2026-10-14
Carrera Capital Advisors
DECREASED
Shares2,588 from 2,655
Change-67 (-3%)
Value$1.9M (-$40.4K)
Filed 2026-11-03
Cahaba Wealth Management, Inc.
DECREASED
Shares2,582 from 2,604
Change-22 (-1%)
Value$1.9M (-$7.7K)
Filed 2026-10-26
Fairman Group, LLC
UNCHANGED
Shares2,574 from 2,574
Change0 (0%)
Value$1.9M (+$8.5K)
Filed 2026-10-26
Blue Fin Capital, Inc.
DECREASED
Shares2,572 from 2,574
Change-2 (0%)
Value$1.9M (+$7.2K)
Filed 2026-10-28
Central Valley Advisors, LLC
DECREASED
Shares2,569 from 2,968
Change-399 (-13%)
Value$1.9M (-$285.2K)
Filed 2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED
Shares2,569 from 2,569
Change0 (0%)
Value$1.9M (+$8.7K)
Filed 2026-10-23
Left Brain Wealth Management, LLC
DECREASED
Shares2,567 from 2,638
Change-71 (-3%)
Value$1.9M (-$43.6K)
Filed 2026-10-28
Bochk Asset Management Ltd
INCREASED
Shares2,560 from 195
Change+2,365 (+1213%)
Value$1.9M (+$1.8M)
Filed 2026-10-29
Rhodes Investment Advisors Inc
DECREASED
Shares2,545 from 3,085
Change-540 (-17%)
Value$1.9M (-$389.1K)
Filed 2026-10-07
Hoffman, Alan N Investment Management
INCREASED
Shares2,542 from 1,306
Change+1,236 (+95%)
Value$1.9M (+$918.8K)
Filed 2026-10-28
Cambridge Advisors Inc.
DECREASED
Shares2,540 from 2,633
Change-93 (-4%)
Value$1.9M (-$59.9K)
Filed 2026-10-19
Baron Wealth Management LLC
UNCHANGED
Shares2,538 from 2,538
Change0 (0%)
Value$1.9M (+$8.6K)
Filed 2026-10-27
Kachkovsky & Fisher, Inc.
INCREASED
Shares2,535 from 2,534
Change+1 (+0%)
Value$1.9M (+$9.8K)
Filed 2026-10-21
Chesley Taft & Associates LLC
DECREASED
Shares2,533 from 2,654
Change-121 (-5%)
Value$1.9M (-$80.6K)
Filed 2026-10-13
Congress Park Capital LLC
DECREASED
Shares2,519 from 2,591
Change-72 (-3%)
Value$1.9M (-$44.5K)
Filed 2026-10-13
Burton Enright Welch
INCREASED
Shares2,518 from 604
Change+1,914 (+317%)
Value$1.9M (+$1.4M)
Filed 2026-11-04
Stevens Capital Partners
INCREASED
Shares2,506 from 1,137
Change+1,369 (+120%)
Value$1.9M (+$1.0M)
Filed 2026-10-29
Riverwater Partners LLC
NEW
Shares2,500
Change+2,500
Value$1.8M
Filed 2026-11-03
Taylor Financial Group, Inc.
DECREASED
Shares2,498 from 2,542
Change-44 (-2%)
Value$1.8M (-$24.0K)
Filed 2026-11-02
Veracity Capital LLC
INCREASED
Shares2,493 from 2,398
Change+95 (+4%)
Value$1.8M (+$78.7K)
Filed 2026-10-08
Grant Private Wealth Management Inc
DECREASED
Shares2,492 from 2,551
Change-59 (-2%)
Value$1.8M (-$35.1K)
Filed 2026-10-19
Great Lakes Retirement, Inc.
DECREASED
Shares2,486 from 2,501
Change-15 (-1%)
Value$1.8M (-$518)
Filed 2026-10-26
Wealth Analytics Partners, LLC
DECREASED
Shares2,484 from 2,523
Change-39 (-2%)
Value$1.8M (+$21.8K)
Filed 2026-10-19
Tred Avon Family Wealth, LLC
INCREASED
Shares2,483 from 1,982
Change+501 (+25%)
Value$1.8M (+$377.4K)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares2,474 from 2,474
Change0 (0%)
Value$1.8M (+$8.4K)
Filed 2026-10-13
Bayban
UNCHANGED
Shares2,472 from 2,472
Change0 (0%)
Value$1.8M ($0)
Filed 2026-11-05
Serenity Investment Advisors
INCREASED
Shares2,466 from 2,349
Change+117 (+5%)
Value$1.8M (+$148.8K)
Filed 2026-10-30
Ipswich Investment Management Co., Inc.
DECREASED
Shares2,464 from 2,764
Change-300 (-11%)
Value$1.8M (-$212.6K)
Filed 2026-10-13
Jeppson Wealth Management, LLC
INCREASED
Shares2,462 from 2,433
Change+29 (+1%)
Value$1.8M (+$29.3K)
Filed 2026-10-20
Sentinel Pension Advisors, LLC
INCREASED
Shares2,460 from 2,447
Change+13 (+1%)
Value$1.8M (+$118.4K)
Filed 2026-11-02
Elevatus Welath Management
INCREASED
Shares2,455 from 2,352
Change+103 (+4%)
Value$1.8M (+$84.1K)
Filed 2026-10-19
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares2,452 from 2,304
Change+148 (+6%)
Value$1.9M (+$161.3K)
Filed 2026-10-20
Pathway Financial Advisers, LLC
INCREASED
Shares2,448 from 2,279
Change+169 (+7%)
Value$1.8M (+$132.8K)
Filed 2026-10-27
Key FInancial Inc
DECREASED
Shares2,446 from 2,544
Change-98 (-4%)
Value$1.8M (-$63.8K)
Filed 2026-11-02
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares2,436 from 1,621
Change+815 (+50%)
Value$1.8M (+$608.9K)
Filed 2026-10-20
RD Finance Ltd
NEW
Shares2,435
Change+2,435
Value$1.8K
Filed 2026-10-26
Midland Wealth Advisors, LLC
DECREASED
Shares2,422 from 2,835
Change-413 (-15%)
Value$1.8M (-$296.0K)
Filed 2026-10-26
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares2,420 from 2,450
Change-30 (-1%)
Value$1.8M (-$13.5K)
Filed 2026-10-14
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares2,419 from 2,482
Change-63 (-3%)
Value$1.8M (-$37.8K)
Filed 2026-10-29
Allegheny Financial Group
INCREASED
Shares2,407 from 2,088
Change+319 (+15%)
Value$1.8M (+$242.6K)
Filed 2026-11-05
Manchester Financial Inc
DECREASED
Shares2,395 from 2,417
Change-22 (-1%)
Value$1.8M (-$8.1K)
Filed 2026-10-15
Precedent Wealth Partners, LLC
INCREASED
Shares2,390 from 1,274
Change+1,116 (+88%)
Value$1.8M (+$829.9K)
Filed 2026-10-21
Means Investment Co., Inc.
INCREASED
Shares2,383 from 2,380
Change+3 (+0%)
Value$1.8M (+$9.7K)
Filed 2026-11-03
Koenig Investment Advisory, LLC
INCREASED
Shares2,381 from 2,328
Change+53 (+2%)
Value$1.8M (+$46.7K)
Filed 2026-10-09
S.A. Mason LLC
DECREASED
Shares2,364 from 2,375
Change-11 (0%)
Value$1.7M (-$134)
Filed 2026-10-13
Pacific Asset Management, LLC
INCREASED
Shares2,362 from 2,360
Change+2 (+0%)
Value$1.7M (+$9.7K)
Filed 2026-10-15
FWG Investments, Llc.
INCREASED
Shares2,361 from 1,871
Change+490 (+26%)
Value$1.7M (+$368.7K)
Filed 2026-11-03
Quantum Financial Advisors, LLC
DECREASED
Shares2,353 from 2,501
Change-148 (-6%)
Value$1.7M (-$101.2K)
Filed 2026-11-03
Wolff Wiese Magana LLC
DECREASED
Shares2,348 from 2,350
Change-2 (0%)
Value$1.7M (+$6.0K)
Filed 2026-10-15
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares2,343 from 2,563
Change-220 (-9%)
Value$1.7M (-$154.1K)
Filed 2026-10-16
Acorn Wealth Advisors, LLC
INCREASED
Shares2,343 from 2,313
Change+30 (+1%)
Value$1.7M (+$30.0K)
Filed 2026-10-19
Tctc Holdings, LLC
DECREASED
Shares2,341 from 2,377
Change-36 (-2%)
Value$1.7M (-$18.6K)
Filed 2026-11-02
Sterling Investment Counsel, LLC
INCREASED
Shares2,336 from 2,230
Change+106 (+5%)
Value$1.7M (+$85.9K)
Filed 2026-10-19
Aaron Wealth Advisors LLC
UNCHANGED
Shares2,334 from 2,334
Change0 (0%)
Value$1.7M (+$7.9K)
Filed 2026-10-13
Community Bank, N.A.
INCREASED
Shares2,323 from 2,313
Change+10 (+0%)
Value$1.7M (+$15.2K)
Filed 2026-11-06
Heck Capital Advisors, LLC
INCREASED
Shares2,315 from 2,250
Change+65 (+3%)
Value$1.7M (+$55.5K)
Filed 2026-10-14
Appleton Partners Inc
UNCHANGED
Shares2,315 from 2,315
Change0 (0%)
Value$1.7M (+$8.0K)
Filed 2026-10-30
Westhampton Capital, LLC
DECREASED
Shares2,310 from 3,689
Change-1,379 (-37%)
Value$1.7M (-$1.0M)
Filed 2026-10-30
Pinnacle Financial Group, LLC / IL
INCREASED
Shares2,310 from 2,253
Change+57 (+3%)
Value$1.7M (+$49.5K)
Filed 2026-10-29
Wealth Dimensions Group, Ltd.
INCREASED
Shares2,303 from 2,260
Change+43 (+2%)
Value$1.7M (+$39.6K)
Filed 2026-11-02
Leading Edge Financial Planning LLC
DECREASED
Shares2,303 from 2,315
Change-12 (-1%)
Value$1.7M (-$1.1K)
Filed 2026-10-23
Aspen Investment Management Inc
DECREASED
Shares2,291 from 2,424
Change-133 (-5%)
Value$1.7M (+$1.7M)
Filed 2026-11-05
Almanack Investment Partners, Llc.
DECREASED
Shares2,285 from 3,742
Change-1,457 (-39%)
Value$1.7M (-$1.1M)
Filed 2026-11-03
AM Investment Strategies LLC
INCREASED
Shares2,281 from 2,225
Change+56 (+3%)
Value$1.7M (+$1.7M)
Filed 2026-11-05
Richardson Capital Management LLC
UNCHANGED
Shares2,273 from 2,273
Change0 (0%)
Value$1.7M (+$7.7K)
Filed 2026-10-23
Capital Wealth Management, LLC
INCREASED
Shares2,272 from 1,656
Change+616 (+37%)
Value$1.7M (+$461.3K)
Filed 2026-10-27
KFG Wealth Management, LLC
DECREASED
Shares2,271 from 2,351
Change-80 (-3%)
Value$1.7M (-$51.2K)
Filed 2026-10-16
BNC Wealth Management, LLC
DECREASED
Shares2,270 from 2,290
Change-20 (-1%)
Value$1.7M (-$7.8K)
Filed 2026-10-19
Wespac Advisors, LLC
DECREASED
Shares2,267 from 2,598
Change-331 (-13%)
Value$1.7M (-$236.5K)
Filed 2026-10-26
Briaud Financial Planning Inc
DECREASED
Shares2,265 from 2,633
Change-368 (-14%)
Value$1.7M (-$263.7K)
Filed 2026-10-20
CDM Financial Counseling Services, Inc.
DECREASED
Shares2,260 from 2,300
Change-40 (-2%)
Value$1.7M (-$21.8K)
Filed 2026-10-15
Catalyst Private Wealth, LLC
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$1.7M (+$7.7K)
Filed 2026-10-13
JGP Wealth Management, LLC
INCREASED
Shares2,248 from 2,185
Change+63 (+3%)
Value$1.7M (+$54.1K)
Filed 2026-10-13
Discipline Wealth Solutions, LLC
INCREASED
Shares2,247 from 2,232
Change+15 (+1%)
Value$1.7M (+$18.6K)
Filed 2026-10-14
Walkner Condon Financial Advisors LLC
INCREASED
Shares2,247 from 2,236
Change+11 (+0%)
Value$1.7M (+$15.6K)
Filed 2026-11-02
Bath Savings Trust Co
INCREASED
Shares2,245 from 1,851
Change+394 (+21%)
Value$1.7M (+$297.7K)
Filed 2026-10-07
San Luis Wealth Advisors LLC
DECREASED
Shares2,237 from 2,324
Change-87 (-4%)
Value$1.7M (-$56.2K)
Filed 2026-10-27
PDS Planning, Inc
INCREASED
Shares2,235 from 2,206
Change+29 (+1%)
Value$1.7M (+$29.3K)
Filed 2026-11-03
Summa Corp.
INCREASED
Shares2,229 from 1,943
Change+286 (+15%)
Value$1.6M (+$218.1K)
Filed 2026-10-30
Virtue Asset Management LLC
INCREASED
Shares2,229 from 2,118
Change+111 (+5%)
Value$1.6M (+$89.3K)
Filed 2026-10-21
Tortuga Wealth Management, Inc
DECREASED
Shares2,218 from 2,327
Change-109 (-5%)
Value$1.6M (-$72.6K)
Filed 2026-10-27
Millennium Capital Advisors, LLC
INCREASED
Shares2,218 from 2,217
Change+1 (+0%)
Value$1.6M (+$7.5K)
Filed 2026-10-16
First Premier Bank
DECREASED
Shares2,215 from 2,235
Change-20 (-1%)
Value$1.6K (-$8)
Filed 2026-10-13
Ullmann Wealth Partners Group, LLC
DECREASED
Shares2,209 from 2,366
Change-157 (-7%)
Value$1.6M (-$107.8K)
Filed 2026-11-02
Stewardship Advisors, LLC
DECREASED
Shares2,207 from 2,384
Change-177 (-7%)
Value$1.6M (-$122.9K)
Filed 2026-10-20
Todd Wealth Management, LLC
DECREASED
Shares2,196 from 2,223
Change-27 (-1%)
Value$1.6M (-$12.5K)
Filed 2026-10-19
Diversified Investment Strategies, LLC
UNCHANGED
Shares2,194 from 2,194
Change0 (0%)
Value$1.6M (+$7.4K)
Filed 2026-10-28
Bill Few Associates, Inc.
DECREASED
Shares2,190 from 2,265
Change-75 (-3%)
Value$1.6M (-$47.8K)
Filed 2026-10-09
Boyum Wealth Architects LLC
DECREASED
Shares2,179 from 2,251
Change-72 (-3%)
Value$1.6M (+$31.2K)
Filed 2026-10-06
Navigation Group, LLC
DECREASED
Shares2,177 from 2,181
Change-4 (0%)
Value$1.6M (+$4.4K)
Filed 2026-10-28
Landmark Wealth Management, LLC
DECREASED
Shares2,176 from 2,181
Change-5 (0%)
Value$1.6M (+$3.2K)
Filed 2026-11-03
Lynch Investment Planning, LLC
DECREASED
Shares2,167 from 2,408
Change-241 (-10%)
Value$1.6M (-$168.1K)
Filed 2026-10-27
Ares Financial Consulting, LLC
INCREASED
Shares2,167 from 2,158
Change+9 (+0%)
Value$1.6M (+$14.2K)
Filed 2026-10-19
Univest Financial Corp
DECREASED
Shares2,156 from 2,605
Change-449 (-17%)
Value$1.6M (-$323.4K)
Filed 2026-11-05
First Financial Corp
UNCHANGED
Shares2,154 from 2,154
Change0 (0%)
Value$1.6M (+$7.3K)
Filed 2026-10-13
PUREfi Wealth, LLC
INCREASED
Shares2,144 from 1,325
Change+819 (+62%)
Value$1.6M (+$610.3K)
Filed 2026-10-19
Mascagni Wealth Management, Inc.
INCREASED
Shares2,137 from 2,136
Change+1 (+0%)
Value$1.6M (+$8.4K)
Filed 2026-10-23
Bennett Selby Investments LP
INCREASED
Shares2,129 from 1,934
Change+195 (+10%)
Value$1.6M (+$151.0K)
Filed 2026-10-19
Good Harbor Advisors, Inc.
INCREASED
Shares2,125 from 2,016
Change+109 (+5%)
Value$1.6M (+$86.1K)
Filed 2026-10-20
180 Wealth Advisors, LLC
DECREASED
Shares2,112 from 2,113
Change-1 (0%)
Value$1.6M (+$6.8K)
Filed 2026-11-03
Seelaus Asset Management LLC
DECREASED
Shares2,102 from 2,186
Change-84 (-4%)
Value$1.5M (-$109.5K)
Filed 2026-10-14
Hengehold Capital Management LLC
INCREASED
Shares2,100 from 2,069
Change+31 (+2%)
Value$1.6M (+$30.0K)
Filed 2026-10-16
Colonial River Investments, LLC
DECREASED
Shares2,095 from 2,402
Change-307 (-13%)
Value$1.5M (-$219.0K)
Filed 2026-10-19
Bfsg, LLC
DECREASED
Shares2,095 from 2,107
Change-12 (-1%)
Value$1.6M (-$1.8K)
Filed 2026-10-30
Heritage Wealth Management, Inc.
DECREASED
Shares2,092 from 2,299
Change-207 (-9%)
Value$1.5M (-$145.4K)
Filed 2026-10-27
Advocate Investing Services LLC
DECREASED
Shares2,092 from 2,293
Change-201 (-9%)
Value$1.5M (-$140.8K)
Filed 2026-10-26
Kingdom Financial Group Llc.
DECREASED
Shares2,089 from 2,229
Change-140 (-6%)
Value$1.5M (-$95.9K)
Filed 2026-11-04
Werba Rubin Papier Wealth Management
INCREASED
Shares2,089 from 2,046
Change+43 (+2%)
Value$1.5M (+$38.8K)
Filed 2026-11-06
Family Investment Center, Inc.
DECREASED
Shares2,087 from 2,666
Change-579 (-22%)
Value$1.5M (-$419.1K)
Filed 2026-10-19
Condor Capital Management
DECREASED
Shares2,085 from 2,086
Change-1 (0%)
Value$1.5M (+$6.4K)
Filed 2026-11-06
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED
Shares2,081 from 2,103
Change-22 (-1%)
Value$1.5M (-$9.0K)
Filed 2026-10-15
Triglav Investments, D.O.O.
UNCHANGED
Shares2,077 from 2,077
Change0 (0%)
Value$1.5M (+$7.0K)
Filed 2026-11-06
Ables, Iannone, Moore & Associates, Inc.
INCREASED
Shares2,076 from 2,034
Change+42 (+2%)
Value$1.5M (+$37.9K)
Filed 2026-10-06
NewCorp Financial Services, Inc.
NEW
Shares2,074
Change+2,074
Value$1.5M
Filed 2026-10-14
D.B. Root & Company, LLC
DECREASED
Shares2,074 from 2,124
Change-50 (-2%)
Value$1.5M (-$30.1K)
Filed 2026-11-04
One Way Holdings LLC
INCREASED
Shares2,063 from 1,696
Change+367 (+22%)
Value$1.5M (+$277.2K)
Filed 2026-10-29
Focused Alpha, LLC
DECREASED
Shares2,063 from 2,191
Change-128 (-6%)
Value$1.5M (-$87.8K)
Filed 2026-10-20
PMG Family Office LLC
INCREASED
Shares2,055 from 1,989
Change+66 (+3%)
Value$1.5M (+$57.1K)
Filed 2026-10-19
Clearwater Capital Advisors, LLC
INCREASED
Shares2,051 from 2,037
Change+14 (+1%)
Value$1.5M (+$17.2K)
Filed 2026-11-06
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares2,045 from 1,843
Change+202 (+11%)
Value$1.5M (+$155.6K)
Filed 2026-10-29
Formidable Asset Management, LLC
DECREASED
Shares2,044 from 2,068
Change-24 (-1%)
Value$1.5M (+$311.6K)
Filed 2026-11-03
Hobart Private Capital, LLC
DECREASED
Shares2,043 from 2,126
Change-83 (-4%)
Value$1.5M (-$54.2K)
Filed 2026-10-19
4Wealth Advisors, Inc.
INCREASED
Shares2,043 from 1,979
Change+64 (+3%)
Value$1.5M (+$75.1K)
Filed 2026-10-13
Evolution Wealth Management Inc.
INCREASED
Shares2,041 from 1,515
Change+526 (+35%)
Value$1.5M (+$394.1K)
Filed 2026-10-28
Argentarii, LLC
DECREASED
Shares2,038 from 2,053
Change-15 (-1%)
Value$1.5M (+$32.8K)
Filed 2026-10-28
Clarus Group, Inc.
DECREASED
Shares2,038 from 2,044
Change-6 (0%)
Value$1.5M (+$2.5K)
Filed 2026-10-21
Darden Wealth Group Inc
INCREASED
Shares2,033 from 1,999
Change+34 (+2%)
Value$1.5M (+$32.9K)
Filed 2026-11-06
Sulzberger Capital Advisors, Inc.
DECREASED
Shares2,032 from 2,065
Change-33 (-2%)
Value$1.5M (-$17.5K)
Filed 2026-10-20
Merrion Investment Management Co, LLC
DECREASED
Shares2,030 from 2,035
Change-5 (0%)
Value$1.5M (+$3.2K)
Filed 2026-10-16
Ndwm LLC
DECREASED
Shares2,026 from 2,055
Change-29 (-1%)
Value$1.5M (-$14.5K)
Filed 2026-11-05
55 North Private Wealth, LLC
INCREASED
Shares2,023 from 1,790
Change+233 (+13%)
Value$1.5M (+$178.2K)
Filed 2026-10-20
Beacon Bank & Trust
DECREASED
Shares2,022 from 2,242
Change-220 (-10%)
Value$1.5M (-$155.2K)
Filed 2026-10-27
Elevation Wealth Management LLC
DECREASED
Shares2,018 from 2,291
Change-273 (-12%)
Value$1.5M (-$194.3K)
Filed 2026-11-02
Henderson Brothers Financial Partners, LLC
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$1.5M (+$6.8K)
Filed 2026-11-03
Nvwm, LLC
INCREASED
Shares2,005 from 1,588
Change+417 (+26%)
Value$1.5M (+$313.8K)
Filed 2026-10-14
Sincerus Advisory, LLC
INCREASED
Shares2,005 from 2,002
Change+3 (+0%)
Value$1.5M (+$9.2K)
Filed 2026-10-09
Encompass More Asset Management
DECREASED
Shares2,004 from 46,946
Change-44,942 (-96%)
Value$1.5M (-$33.1M)
Filed 2026-10-16
Wilkins Miller Wealth Management, LLC
DECREASED
Shares2,002 from 2,295
Change-293 (-13%)
Value$1.5M (-$209.2K)
Filed 2026-10-13
Index Fund Advisors, Inc.
DECREASED
Shares1,999 from 2,019
Change-20 (-1%)
Value$1.5M (-$8.3K)
Filed 2026-11-05
Inspirion Wealth Advisors, LLC
INCREASED
Shares1,996 from 1,945
Change+51 (+3%)
Value$1.5M (+$66.0K)
Filed 2026-10-09
Arlington Trust Co LLC
INCREASED
Shares1,983 from 1,668
Change+315 (+19%)
Value$1.5M (+$238.6K)
Filed 2026-10-20
ICW Investment Advisors LLC
DECREASED
Shares1,981 from 1,985
Change-4 (0%)
Value$1.5M (+$4.2K)
Filed 2026-10-27
James Investment Research, Inc.
DECREASED
Shares1,979 from 1,989
Change-10 (0%)
Value$1.5M (-$917)
Filed 2026-10-22
Great Diamond Partners, LLC
DECREASED
Shares1,978 from 2,168
Change-190 (-9%)
Value$1.5M (-$133.3K)
Filed 2026-10-13
Compass Ion Advisors, LLC
INCREASED
Shares1,971 from 1,953
Change+18 (+1%)
Value$1.5M (+$20.3K)
Filed 2026-10-23
AGF Management LTD
DECREASED
Shares1,969 from 4,799
Change-2,830 (-59%)
Value$1.5M (-$2.1M)
Filed 2026-11-03
Heartwood Wealth Advisors LLC
INCREASED
Shares1,952 from 1,938
Change+14 (+1%)
Value$1.4M (+$16.9K)
Filed 2026-10-05
United Community Bank
DECREASED
Shares1,947 from 2,032
Change-85 (-4%)
Value$1.4M (-$56.0K)
Filed 2026-10-28
Peoples Bank
INCREASED
Shares1,947 from 1,927
Change+20 (+1%)
Value$1.4M (+$21.3K)
Filed 2026-10-26
Horst & Graben Wealth Management LLC
INCREASED
Shares1,938 from 1,935
Change+3 (+0%)
Value$1.4M (+$30.2K)
Filed 2026-11-02
Rockland Trust Co
INCREASED
Shares1,935 from 1,834
Change+101 (+6%)
Value$1.4M (+$80.9K)
Filed 2026-10-05
Revisor Wealth Management LLC
INCREASED
Shares1,932 from 1,875
Change+57 (+3%)
Value$1.4M (+$863)
Filed 2026-10-20
Mascoma Wealth Management LLC
DECREASED
Shares1,929 from 1,987
Change-58 (-3%)
Value$1.4M (-$36.2K)
Filed 2026-10-23
Centurion Wealth Management LLC
INCREASED
Shares1,921 from 1,517
Change+404 (+27%)
Value$1.4M (+$304.1K)
Filed 2026-10-13
Correct Capital Wealth Management
UNCHANGED
Shares1,916 from 1,916
Change0 (0%)
Value$1.4M (+$6.5K)
Filed 2026-11-02
Guidance Point Advisors, LLC
INCREASED
Shares1,914 from 1,875
Change+39 (+2%)
Value$1.4M (+$35.8K)
Filed 2026-10-15
Align Financial, LLC
DECREASED
Shares1,906 from 2,006
Change-100 (-5%)
Value$1.4M (-$67.2K)
Filed 2026-10-16
StoneCrest Wealth Management, Inc.
DECREASED
Shares1,902 from 1,977
Change-75 (-4%)
Value$1.4M (-$48.8K)
Filed 2026-11-03
Washington Trust Co
UNCHANGED
Shares1,902 from 1,902
Change0 (0%)
Value$1.4M (+$6.4K)
Filed 2026-10-22
Third View Private Wealth, LLC
INCREASED
Shares1,877 from 1,862
Change+15 (+1%)
Value$1.4M (+$17.6K)
Filed 2026-10-30
McHugh Group, LLC
UNCHANGED
Shares1,877 from 1,877
Change0 (0%)
Value$1.4M (+$6.5K)
Filed 2026-10-19
Brown, Lisle Ings, Inc.
INCREASED
Shares1,866 from 1,801
Change+65 (+4%)
Value$1.4M (+$54.2K)
Filed 2026-10-16
Clifford Swan Investment Counsel LLC
DECREASED
Shares1,860 from 1,939
Change-79 (-4%)
Value$1.4M (-$51.9K)
Filed 2026-11-05
Fell Capital Management
DECREASED
Shares1,859 from 1,990
Change-131 (-7%)
Value$1.4M (-$90.2K)
Filed 2026-10-09
Brown Wealth Management, LLC
DECREASED
Shares1,851 from 2,368
Change-517 (-22%)
Value$1.4M (-$374.5K)
Filed 2026-10-20
August Group Capital Ltd
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$1.4M (+$6.2K)
Filed 2026-10-14
Lighthouse Financial Services Inc
INCREASED
Shares1,848 from 1,729
Change+119 (+7%)
Value$1.4M (+$113.2K)
Filed 2026-11-02
Catalyst Financial Partners LLC
INCREASED
Shares1,847 from 1,697
Change+150 (+9%)
Value$1.4M (+$117.1K)
Filed 2026-11-06
Columbus Macro, LLC
INCREASED
Shares1,846 from 1,510
Change+336 (+22%)
Value$1.4M (+$253.7K)
Filed 2026-10-14
Firestone Capital Management
DECREASED
Shares1,846 from 1,861
Change-15 (-1%)
Value$1.4M (-$4.4K)
Filed 2026-11-03
Violich Capital Management, Inc.
INCREASED
Shares1,837 from 1,831
Change+6 (+0%)
Value$1.4M (+$10.6K)
Filed 2026-10-05
LifeGoal Investments, LLC
INCREASED
Shares1,836 from 1,012
Change+824 (+81%)
Value$1.4M (+$612.8K)
Filed 2026-10-09
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares1,835 from 1,485
Change+350 (+24%)
Value$1.4M (+$264.0K)
Filed 2026-10-28
Dixon Fnancial Services, Inc.
INCREASED
Shares1,834 from 834
Change+1,000 (+120%)
Value$1.4M (+$742.6K)
Filed 2026-10-23
ARS Wealth Advisors Group, LLC
INCREASED
Shares1,828 from 1,744
Change+84 (+5%)
Value$1.4M (+$67.9K)
Filed 2026-10-16
Elevate Capital Advisors, LLC
NEW
Shares1,824
Change+1,824
Value$1.3M
Filed 2026-11-02
Members Wealth LLC
INCREASED
Shares1,822 from 1,794
Change+28 (+2%)
Value$1.4M (+$59.6K)
Filed 2026-10-20
WoodTrust Financial Corp
DECREASED
Shares1,819 from 1,917
Change-98 (-5%)
Value$1.3K (-$1.4M)
Filed 2026-10-09
Harbor Group, Inc.
DECREASED
Shares1,812 from 2,045
Change-233 (-11%)
Value$1.3M (-$165.7K)
Filed 2026-10-14
Nautilus Advisors LLC
INCREASED
Shares1,812 from 1,722
Change+90 (+5%)
Value$1.3M (+$91.1K)
Filed 2026-10-07
Paragon Advisors, LLC
DECREASED
Shares1,811 from 2,340
Change-529 (-23%)
Value$1.3M (-$382.9K)
Filed 2026-11-03
One Degree Advisors Inc
DECREASED
Shares1,810 from 2,654
Change-844 (-32%)
Value$1.4M (+$1.4M)
Filed 2026-11-06
Collaborative Wealth Managment Inc.
INCREASED
Shares1,810 from 1,787
Change+23 (+1%)
Value$1.3M (+$23.0K)
Filed 2026-11-06
Client 1ST Advisory Group, LLC
INCREASED
Shares1,808 from 1,802
Change+6 (+0%)
Value$1.3M (+$10.6K)
Filed 2026-10-19
Archvest Wealth Advisors, Inc.
DECREASED
Shares1,807 from 1,902
Change-95 (-5%)
Value$1.3M (-$63.6K)
Filed 2026-10-29
Curated Wealth Partners LLC
INCREASED
Shares1,803 from 1,794
Change+9 (+1%)
Value$1.3M (+$12.7K)
Filed 2026-10-15
Leeward Financial Partners, LLC
DECREASED
Shares1,800 from 1,886
Change-86 (-5%)
Value$1.3M (-$57.2K)
Filed 2026-10-23
Country Trust Bank
UNCHANGED
Shares1,797 from 1,797
Change0 (0%)
Value$1.3M (+$6.1K)
Filed 2026-10-30
Agate Pass Investment Management, LLC
INCREASED
Shares1,796 from 1,296
Change+500 (+39%)
Value$1.3M (+$374.3K)
Filed 2026-10-20
AmeriServ Wealth Advisors
DECREASED
Shares1,793 from 2,315
Change-522 (-23%)
Value$1.3M (-$378.4K)
Filed 2026-10-21
ATX Financial Planning, LLC
INCREASED
Shares1,781 from 1,620
Change+161 (+10%)
Value$1.3M (+$124.6K)
Filed 2026-10-14
Ridgepath Capital Management LLC
INCREASED
Shares1,779 from 1,681
Change+98 (+6%)
Value$1.3M (+$78.2K)
Filed 2026-10-29
Thrive Wealth Management, LLC
INCREASED
Shares1,778 from 1,574
Change+204 (+13%)
Value$1.3M (+$156.3K)
Filed 2026-10-13
Palacios Wealth Management, LLC
INCREASED
Shares1,777 from 1,692
Change+85 (+5%)
Value$1.3M (+$68.6K)
Filed 2026-11-04
Gen-Wealth Partners Inc
INCREASED
Shares1,777 from 1,770
Change+7 (+0%)
Value$1.3M (+$11.3K)
Filed 2026-11-04
SC&H Financial Advisors, Inc.
DECREASED
Shares1,776 from 1,847
Change-71 (-4%)
Value$1.3M (-$46.2K)
Filed 2026-10-14
Jackson Square Capital, LLC
INCREASED
Shares1,776 from 1,753
Change+23 (+1%)
Value$1.3M (+$22.6K)
Filed 2026-10-19
City Center Advisors, LLC
INCREASED
Shares1,774 from 1,761
Change+13 (+1%)
Value$1.3M (+$15.4K)
Filed 2026-10-08
Sonata Capital Group Inc
DECREASED
Shares1,773 from 1,928
Change-155 (-8%)
Value$1.3M (-$108.1K)
Filed 2026-10-19
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares1,771 from 1,771
Change0 (0%)
Value$1.3M (+$6.0K)
Filed 2026-10-13
ZWJ Investment Counsel Inc
INCREASED
Shares1,769 from 1,471
Change+298 (+20%)
Value$1.3M (+$225.4K)
Filed 2026-10-15
Everest Financial Group LLC
INCREASED
Shares1,758 from 1,403
Change+355 (+25%)
Value$1.3M (+$267.7K)
Filed 2026-11-06
Greenspring Advisors, LLC
DECREASED
Shares1,754 from 1,776
Change-22 (-1%)
Value$1.3M (-$10.6K)
Filed 2026-11-05
Tanager Wealth Management LLP
DECREASED
Shares1,750 from 1,855
Change-105 (-6%)
Value$1.3M (-$71.4K)
Filed 2026-10-19
Elmwood Wealth Management, Inc.
INCREASED
Shares1,738 from 1,058
Change+680 (+64%)
Value$1.3M (+$506.9K)
Filed 2026-10-14
Marquette Asset Management, LLC
INCREASED
Shares1,728 from 1,493
Change+235 (+16%)
Value$1.3M (+$178.9K)
Filed 2026-10-09
Chilton Capital Management LLC
DECREASED
Shares1,721 from 1,846
Change-125 (-7%)
Value$1.3M (-$86.2K)
Filed 2026-10-28
Rockingstone Advisors LLC
INCREASED
Shares1,721 from 1,714
Change+7 (+0%)
Value$1.3M (+$11.0K)
Filed 2026-10-16
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares1,706 from 1,698
Change+8 (+0%)
Value$1.3M (+$11.6K)
Filed 2026-11-03
Sherman Wealth Management LLC
INCREASED
Shares1,702 from 1,688
Change+14 (+1%)
Value$1.3M (+$16.0K)
Filed 2026-10-16
Larry Mathis Financial Planning, LLC
DECREASED
Shares1,694 from 8,523
Change-6,829 (-80%)
Value$1.3M (-$5.0M)
Filed 2026-10-26
Elite Wealth Management, Inc.
INCREASED
Shares1,694 from 1,334
Change+360 (+27%)
Value$1.3M (+$271.3K)
Filed 2026-11-03
Gibbs Wealth Management
DECREASED
Shares1,684 from 2,140
Change-456 (-21%)
Value$1.2M (-$329.9K)
Filed 2026-10-22
Beacon Financial Advisory LLC
DECREASED
Shares1,675 from 2,015
Change-340 (-17%)
Value$1.2M (-$244.9K)
Filed 2026-10-16
Centerline Wealth Advisors, LLC
DECREASED
Shares1,673 from 1,736
Change-63 (-4%)
Value$1.2M (-$40.8K)
Filed 2026-10-15
RM Financial Services, LLC
INCREASED
Shares1,663 from 1,612
Change+51 (+3%)
Value$1.2M (+$42.9K)
Filed 2026-11-03
Baxter Bros Inc
DECREASED
Shares1,658 from 1,726
Change-68 (-4%)
Value$1.2M (-$44.5K)
Filed 2026-11-04
Guardian Asset Advisors, LLC
DECREASED
Shares1,656 from 1,666
Change-10 (-1%)
Value$1.2M (-$807)
Filed 2026-10-16
Ipsen Advisor Group LLC
DECREASED
Shares1,655 from 2,086
Change-431 (-21%)
Value$1.2M (-$312.0K)
Filed 2026-10-29
Wetzel Investment Advisors, Inc.
UNCHANGED
Shares1,655 from 1,655
Change0 (0%)
Value$1.2M (+$5.5K)
Filed 2026-10-13
Godsey & Gibb, Inc
DECREASED
Shares1,654 from 1,677
Change-23 (-1%)
Value$1.2M (-$11.4K)
Filed 2026-10-14
Northwest Wealth Advisors, LLC
INCREASED
Shares1,651 from 1,580
Change+71 (+4%)
Value$1.2M (+$57.7K)
Filed 2026-11-02
Carret Asset Management, LLC
UNCHANGED
Shares1,649 from 1,649
Change0 (0%)
Value$1.2M (+$5.6K)
Filed 2026-11-04
Ascent Group, LLC
DECREASED
Shares1,648 from 1,682
Change-34 (-2%)
Value$1.2M (-$19.3K)
Filed 2026-10-30
Wespac Advisors SoCal, LLC
INCREASED
Shares1,647 from 1,620
Change+27 (+2%)
Value$1.2M (+$25.4K)
Filed 2026-10-13
William Howard & Co Financial Advisors Inc
DECREASED
Shares1,647 from 1,662
Change-15 (-1%)
Value$1.2M (-$5.7K)
Filed 2026-11-04
Obsidian CIO, LLC
INCREASED
Shares1,646 from 425
Change+1,221 (+287%)
Value$1.2M (+$904.8K)
Filed 2026-11-05
Milestones Private Investment Advisors LLC
DECREASED
Shares1,646 from 1,654
Change-8 (0%)
Value$1.2M (-$345)
Filed 2026-10-19
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares1,645 from 1,583
Change+62 (+4%)
Value$1.2M (+$50.9K)
Filed 2026-10-28
MinichMacGregor Wealth Management, LLC
DECREASED
Shares1,626 from 1,632
Change-6 (0%)
Value$1.2M (+$1.1K)
Filed 2026-10-14
Deltec Asset Management LLC
UNCHANGED
Shares1,626 from 1,626
Change0 (0%)
Value$1.2M (+$5.5K)
Filed 2026-10-26
Natural Investments, LLC
UNCHANGED
Shares1,621 from 1,621
Change0 (0%)
Value$1.2M (+$6.4K)
Filed 2026-11-06
Maia Wealth LLC
INCREASED
Shares1,618 from 1,617
Change+1 (+0%)
Value$1.2M (+$6.0K)
Filed 2026-10-19
Maple Capital Management, Inc.
DECREASED
Shares1,616 from 1,845
Change-229 (-12%)
Value$1.2M (-$163.2K)
Filed 2026-11-02
IFC & Insurance Marketing, Inc.
INCREASED
Shares1,616 from 1,438
Change+178 (+12%)
Value$1.2M (+$136.4K)
Filed 2026-10-16
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares1,612 from 1,636
Change-24 (-1%)
Value$1.2M (-$12.4K)
Filed 2026-10-27
Waterfront Wealth Inc.
DECREASED
Shares1,610 from 1,617
Change-7 (0%)
Value$1.2M (-$18.1K)
Filed 2026-11-03
Investment Management Corp
INCREASED
Shares1,596 from 1,557
Change+39 (+3%)
Value$1.2M (+$34.2K)
Filed 2026-11-03
Griffith & Werner, Inc.
NEW
Shares1,591
Change+1,591
Value$1.2M
Filed 2026-11-04
Princeton Global Asset Management LLC
DECREASED
Shares1,590 from 1,659
Change-69 (-4%)
Value$1.2M (-$45.4K)
Filed 2026-10-21
MFG Investments, LLC
NEW
Shares1,589
Change+1,589
Value$1.2M
Filed 2026-10-30
Center for Financial Planning, Inc.
DECREASED
Shares1,589 from 1,786
Change-197 (-11%)
Value$1.2M (-$139.7K)
Filed 2026-10-26
Mountain Capital Investment Advisors Inc.
INCREASED
Shares1,584 from 1,322
Change+262 (+20%)
Value$1.2M (+$198.0K)
Filed 2026-11-06
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares1,583 from 1,583
Change0 (0%)
Value$1.2M (+$5.3K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares1,580 from 340
Change+1,240 (+365%)
Value$1.2M (+$918.5K)
Filed 2026-11-05
Wealth Alliance Advisory Group, LLC
INCREASED
Shares1,573 from 1,483
Change+90 (+6%)
Value$1.2M (+$72.1K)
Filed 2026-10-14
Sprinkle Financial Consultants LLC
INCREASED
Shares1,572 from 1,566
Change+6 (+0%)
Value$1.2M (+$9.5K)
Filed 2026-10-09
United Bank
INCREASED
Shares1,562 from 1,457
Change+105 (+7%)
Value$1.2M (+$82.6K)
Filed 2026-11-06
C2c Wealth Management, LLC
DECREASED
Shares1,560 from 1,569
Change-9 (-1%)
Value$1.2M (-$1.3K)
Filed 2026-10-20
Liberty Capital Management, Inc.
UNCHANGED
Shares1,555 from 1,555
Change0 (0%)
Value$1.2M (+$5.3K)
Filed 2026-11-02
Cane Capital Partners, LLC
INCREASED
Shares1,553 from 1,434
Change+119 (+8%)
Value$1.1M (+$92.9K)
Filed 2026-10-23
Market Street Wealth Management Advisors LLC
INCREASED
Shares1,549 from 301
Change+1,248 (+415%)
Value$1.1M (+$923.9K)
Filed 2026-10-09
Freedom Financial Partners LLC
DECREASED
Shares1,548 from 1,589
Change-41 (-3%)
Value$1.1M (-$25.4K)
Filed 2026-10-19
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares1,544 from 1,312
Change+232 (+18%)
Value$1.1M (+$176.0K)
Filed 2026-11-02
Sicart Associates LLC
NEW
Shares1,539
Change+1,539
Value$1.1M
Filed 2026-10-29
Emerald Advisors, LLC
DECREASED
Shares1,528 from 1,598
Change-70 (-4%)
Value$1.1M (-$46.4K)
Filed 2026-10-13
Shrier Wealth Management, LLC
DECREASED
Shares1,528 from 1,569
Change-41 (-3%)
Value$1.1M (-$25.0K)
Filed 2026-10-20
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,528 from 1,528
Change0 (0%)
Value$1.1M (+$6.2K)
Filed 2026-10-30
RHS Financial, LLC
UNCHANGED
Shares1,526 from 1,526
Change0 (0%)
Value$1.1M (+$5.1K)
Filed 2026-10-13
Strategic Advisory Partners, LLC
DECREASED
Shares1,518 from 1,697
Change-179 (-11%)
Value$1.1M (-$126.7K)
Filed 2026-11-06
Spectrum Advisors, Inc.
INCREASED
Shares1,516 from 1,509
Change+7 (+0%)
Value$1.1M (+$10.3K)
Filed 2026-11-03
Waller Financial Planning Group, Inc
DECREASED
Shares1,516 from 1,518
Change-2 (0%)
Value$1.1M (+$3.6K)
Filed 2026-10-07
Monetary Solutions, Ltd
UNCHANGED
Shares1,515 from 1,515
Change0 (0%)
Value$1.1M (+$5.1K)
Filed 2026-10-22
NBT Bank, N.A.
INCREASED
Shares1,511 from 1,510
Change+1 (+0%)
Value$1.1M (+$5.8K)
Filed 2026-10-21
M.E. Allison & Co., Inc.
DECREASED
Shares1,509 from 1,743
Change-234 (-13%)
Value$1.1M (-$167.3K)
Filed 2026-10-09
Scott & Selber, Inc.
UNCHANGED
Shares1,508 from 1,508
Change0 (0%)
Value$1.1M (+$5.1K)
Filed 2026-10-21
Montis Financial, LLC
DECREASED
Shares1,503 from 1,507
Change-4 (0%)
Value$1.1M (+$2.1K)
Filed 2026-11-04
Jnba Financial Advisors
DECREASED
Shares1,498 from 1,611
Change-113 (-7%)
Value$1.1M (-$78.2K)
Filed 2026-11-03
Tilia Fiduciary Partners, Inc.
DECREASED
Shares1,497 from 1,498
Change-1 (0%)
Value$1.1M (+$4.8K)
Filed 2026-10-09
Matrix Asset Advisors Inc
INCREASED
Shares1,493 from 1,491
Change+2 (+0%)
Value$1.1M (+$7.0K)
Filed 2026-10-13
SmartHarvest Portfolios, LLC
DECREASED
Shares1,492 from 1,686
Change-194 (-12%)
Value$1.1M (-$137.8K)
Filed 2026-10-26
Aire Advisors, LLC
DECREASED
Shares1,491 from 1,523
Change-32 (-2%)
Value$1.1M (-$18.8K)
Filed 2026-10-22
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares1,489 from 1,489
Change0 (0%)
Value$1.1M (+$5.5K)
Filed 2026-11-05
Cornerstone Planning, LLC
NEW
Shares1,488
Change+1,488
Value$1.1M
Filed 2026-10-27
Able Financial Group, LLC
INCREASED
Shares1,488 from 1,414
Change+74 (+5%)
Value$1.1M (+$59.5K)
Filed 2026-10-14
LS Investment Advisors, LLC
UNCHANGED
Shares1,487 from 1,487
Change0 (0%)
Value$1.1M (+$5.3K)
Filed 2026-10-13
Total Investment Management Inc
INCREASED
Shares1,485 from 1,354
Change+131 (+10%)
Value$1.1M (+$166.5K)
Filed 2026-10-22
PFS Partners, LLC
DECREASED
Shares1,482 from 1,564
Change-82 (-5%)
Value$1.1M (-$55.8K)
Filed 2026-10-21
American Institute for Advanced Investment Management, LLP
INCREASED
Shares1,478 from 1,341
Change+137 (+10%)
Value$1.1M (+$105.9K)
Filed 2026-11-03
Verum Partners LLC
INCREASED
Shares1,478 from 1,477
Change+1 (+0%)
Value$1.1M (+$5.7K)
Filed 2026-10-21
Eastover Investment Advisors LLC
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$1.1M (+$5.0K)
Filed 2026-10-05
Excalibur Management Corp
DECREASED
Shares1,474 from 1,510
Change-36 (-2%)
Value$1.1M (-$21.5K)
Filed 2026-11-02
OceanIQ Capital, LLC
INCREASED
Shares1,467 from 1,249
Change+218 (+17%)
Value$1.1M (+$193.0K)
Filed 2026-10-19
Rudd Co d/b/a Styre Wealth
NEW
Shares1,465
Change+1,465
Value$1.1M
Filed 2026-10-29
Asio Capital, LLC
INCREASED
Shares1,464 from 397
Change+1,067 (+269%)
Value$1.1M (+$790.7K)
Filed 2026-10-19
Bullock Wealth Management Group
DECREASED
Shares1,464 from 1,465
Change-1 (0%)
Value$1.1M (+$23.5K)
Filed 2026-10-09
KW Wealth Management LLC
NEW
Shares1,460
Change+1,460
Value$1.1M
Filed 2026-10-28
Parkway Wealth Management Group, LLC
DECREASED
Shares1,460 from 1,506
Change-46 (-3%)
Value$1.1M (-$29.6K)
Filed 2026-10-20
Chapman Financial Group, LLC
UNCHANGED
Shares1,459 from 1,459
Change0 (0%)
Value$1.1M (+$5.0K)
Filed 2026-10-26
IAG Wealth Partners, LLC
INCREASED
Shares1,449 from 1,439
Change+10 (+1%)
Value$1.1M (+$12.2K)
Filed 2026-11-06
1900 Wealth Management LLC
UNCHANGED
Shares1,449 from 1,449
Change0 (0%)
Value$1.1M (+$4.9K)
Filed 2026-10-13
Vaughan David Investments LLC
DECREASED
Shares1,444 from 1,582
Change-138 (-9%)
Value$1.1M (-$97.0K)
Filed 2026-11-05
Sweeney & Michel, LLC
UNCHANGED
Shares1,441 from 1,441
Change0 (0%)
Value$1.1M (+$25.2K)
Filed 2026-10-16
ZynergyRetirementPlanningLLC
UNCHANGED
Shares1,438 from 1,438
Change0 (0%)
Value$1.1M (+$4.8K)
Filed 2026-10-08
Firethorn Wealth Partners, LLC
DECREASED
Shares1,436 from 2,128
Change-692 (-33%)
Value$1.1M (-$504.6K)
Filed 2026-10-14
SBK Financial, Inc.
UNCHANGED
Shares1,436 from 1,436
Change0 (0%)
Value$1.1M (+$4.8K)
Filed 2026-11-02
Hippocratic Financial Advisors, LLC
NEW
Shares1,434
Change+1,434
Value$1.1M
Filed 2026-10-13
Seek First Inc.
INCREASED
Shares1,431 from 1,396
Change+35 (+3%)
Value$1.1M (+$30.6K)
Filed 2026-10-27
Pennsylvania Capital Management Inc
INCREASED
Shares1,427 from 1,274
Change+153 (+12%)
Value$1.1M (+$117.5K)
Filed 2026-11-05
Capital Advantage, Inc.
INCREASED
Shares1,423 from 1,231
Change+192 (+16%)
Value$1.1M (+$146.2K)
Filed 2026-10-14
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares1,419 from 1,399
Change+20 (+1%)
Value$1.1K (-$1.0M)
Filed 2026-10-26
Northwest Wealth Management, LLC
DECREASED
Shares1,418 from 1,510
Change-92 (-6%)
Value$1.0M (-$63.0K)
Filed 2026-10-30
Enclave Advisors LLC
UNCHANGED
Shares1,416 from 1,416
Change0 (0%)
Value$1.0M (+$4.8K)
Filed 2026-10-14
Landaas & Co
UNCHANGED
Shares1,413 from 1,413
Change0 (0%)
Value$1.0M (+$4.9K)
Filed 2026-10-29
TMB Capital Partners, LLC
INCREASED
Shares1,410 from 1,374
Change+36 (+3%)
Value$1.0M (+$31.5K)
Filed 2026-10-20
Equita Financial Network, Inc.
DECREASED
Shares1,405 from 1,519
Change-114 (-7%)
Value$1.0M (-$79.2K)
Filed 2026-10-19
FSA Investment Group, LLC
NEW
Shares1,404
Change+1,404
Value$1.0M
Filed 2026-10-07
KDK Private Wealth Management, LLC
INCREASED
Shares1,404 from 1,083
Change+321 (+30%)
Value$1.0M (+$240.9K)
Filed 2026-11-03
Cutler Investment Counsel LLC
DECREASED
Shares1,403 from 1,851
Change-448 (-24%)
Value$1.0M (-$325.8K)
Filed 2026-10-28
Salomon & Ludwin, LLC
DECREASED
Shares1,400 from 1,410
Change-10 (-1%)
Value$1.0M (+$12.6K)
Filed 2026-10-29
Creekside Partners
INCREASED
Shares1,397 from 1,395
Change+2 (+0%)
Value$1.0M (+$6.1K)
Filed 2026-11-04
EPG Wealth Management LLC
DECREASED
Shares1,396 from 1,482
Change-86 (-6%)
Value$1.0M (-$58.4K)
Filed 2026-11-03
Capital Asset Advisory Services LLC
DECREASED
Shares1,395 from 1,616
Change-221 (-14%)
Value$982.9K (-$206.8K)
Filed 2026-10-30
QP Wealth Management, LLC
DECREASED
Shares1,394 from 1,413
Change-19 (-1%)
Value$1.0M (-$9.3K)
Filed 2026-10-20
Ashton Thomas Securities, LLC
DECREASED
Shares1,392 from 1,418
Change-26 (-2%)
Value$1.0M (+$10.6K)
Filed 2026-10-26
Integrity Investment Advisors, LLC
INCREASED
Shares1,391 from 391
Change+1,000 (+256%)
Value$1.0M (+$741.1K)
Filed 2026-11-03
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,391 from 1,391
Change0 (0%)
Value$1.0M (+$4.6K)
Filed 2026-11-03
Tamar Securities, LLC
DECREASED
Shares1,389 from 1,470
Change-81 (-6%)
Value$1.0M (-$55.4K)
Filed 2026-11-03
Wealth Management Nebraska
DECREASED
Shares1,387 from 1,568
Change-181 (-12%)
Value$1.0M (-$128.5K)
Filed 2026-10-26
Inman Jager Wealth Management, LLC
INCREASED
Shares1,384 from 1,373
Change+11 (+1%)
Value$1.0M (+$12.8K)
Filed 2026-11-05
Oarsman Capital, Inc.
INCREASED
Shares1,381 from 1,134
Change+247 (+22%)
Value$1.0M (+$186.1K)
Filed 2026-11-05
Evansbrook LLC
INCREASED
Shares1,381 from 1,281
Change+100 (+8%)
Value$1.0M (+$78.3K)
Filed 2026-10-16
GW Henssler & Associates LTD
INCREASED
Shares1,379 from 827
Change+552 (+67%)
Value$1.0M (+$411.0K)
Filed 2026-10-26
Willow Creek Wealth Management Inc.
DECREASED
Shares1,379 from 1,405
Change-26 (-2%)
Value$1.0M (-$14.3K)
Filed 2026-10-26
Parkshore Wealth Management, Inc.
DECREASED
Shares1,374 from 1,385
Change-11 (-1%)
Value$1.0M (-$4.0K)
Filed 2026-10-13
Marks Group Wealth Management, Inc
UNCHANGED
Shares1,373 from 1,373
Change0 (0%)
Value$1.0M (+$4.6K)
Filed 2026-11-05
KBC Group NV
UNCHANGED
Shares1,370 from 1,370
Change0 (0%)
Value$1.0K (-$1.0M)
Filed 2026-10-22
Selby Wealth Management, LLC
INCREASED
Shares1,368 from 1,261
Change+107 (+8%)
Value$1.0M (+$83.3K)
Filed 2026-10-16
HT Partners LLC
UNCHANGED
Shares1,363 from 1,363
Change0 (0%)
Value$1.0M (+$4.6K)
Filed 2026-10-20
Lotus Asset Management LLC
UNCHANGED
Shares1,363 from 1,363
Change0 (0%)
Value$1.0M (+$4.6K)
Filed 2026-10-14
Ted Buchan & Co
INCREASED
Shares1,360 from 1,356
Change+4 (+0%)
Value$1.0M (+$7.6K)
Filed 2026-10-23
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares1,360 from 1,360
Change0 (0%)
Value$1.0M (+$5.1K)
Filed 2026-10-08
NewSquare Capital LLC
INCREASED
Shares1,359 from 1,357
Change+2 (+0%)
Value$1.0M (+$6.1K)
Filed 2026-11-06
Gradient Capital Advisors, LLC
UNCHANGED
Shares1,356 from 1,356
Change0 (0%)
Value$1.0M (+$4.7K)
Filed 2026-10-21
Legacy Trust
INCREASED
Shares1,355 from 1,292
Change+63 (+5%)
Value$935.6K (-$15.8K)
Filed 2026-11-06
Souders Financial Advisors
DECREASED
Shares1,355 from 1,372
Change-17 (-1%)
Value$1.0M (-$7.9K)
Filed 2026-11-03
Ring Mountain Capital, LLC
UNCHANGED
Shares1,354 from 1,354
Change0 (0%)
Value$1.0M (+$4.6K)
Filed 2026-10-13
McLean Asset Management Corp
UNCHANGED
Shares1,351 from 1,351
Change0 (0%)
Value$874.1K (-$55.2K)
Filed 2026-11-06
Petros Family Wealth, LLC
DECREASED
Shares1,348 from 1,442
Change-94 (-7%)
Value$997.2K (-$64.7K)
Filed 2026-10-28
Stone Summit Wealth LLC
UNCHANGED
Shares1,344 from 1,344
Change0 (0%)
Value$994.3K (+$4.5K)
Filed 2026-10-14
Canvas Wealth Advisors, LLC
INCREASED
Shares1,343 from 734
Change+609 (+83%)
Value$960.7K (+$420.2K)
Filed 2026-11-02
Future Financial Wealth Managment LLC
DECREASED
Shares1,343 from 1,473
Change-130 (-9%)
Value$993.3K (-$25.8K)
Filed 2026-10-15
First Merchants Corp
INCREASED
Shares1,341 from 1,266
Change+75 (+6%)
Value$992.0K (+$59.8K)
Filed 2026-10-15
Hanson & Doremus Investment Management
INCREASED
Shares1,340 from 340
Change+1,000 (+294%)
Value$991 (-$250.0K)
Filed 2026-10-16
Tannin Capital LLC
DECREASED
Shares1,339 from 1,560
Change-221 (-14%)
Value$990.6K (-$158.2K)
Filed 2026-11-05
McCollum Christoferson Group LLC
UNCHANGED
Shares1,337 from 1,337
Change0 (0%)
Value$989.1K (+$4.5K)
Filed 2026-10-13
Twelve Points Wealth Management LLC
INCREASED
Shares1,335 from 481
Change+854 (+178%)
Value$921.6K (+$567.6K)
Filed 2026-11-03
RW Investment Management LLC
INCREASED
Shares1,334 from 919
Change+415 (+45%)
Value$986.9K (+$310.1K)
Filed 2026-11-03
Beese Fulmer Investment Management, Inc.
INCREASED
Shares1,334 from 1,238
Change+96 (+8%)
Value$987.9K (+$76.2K)
Filed 2026-10-23
Tlwm
UNCHANGED
Shares1,334 from 1,334
Change0 (0%)
Value$986.9K (+$4.5K)
Filed 2026-10-09
Beacon Financial Group
DECREASED
Shares1,332 from 1,400
Change-68 (-5%)
Value$985.1K (-$45.5K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
INCREASED
Shares1,328 from 1,314
Change+14 (+1%)
Value$982.6K (+$14.8K)
Filed 2026-10-28
Concord Asset Management, LLC
DECREASED
Shares1,327 from 1,329
Change-2 (0%)
Value$981.7K (+$3.0K)
Filed 2026-11-02
Patten Group, Inc.
DECREASED
Shares1,326 from 1,400
Change-74 (-5%)
Value$981.0K (-$50.0K)
Filed 2026-10-26
4J Wealth Management LLC
DECREASED
Shares1,323 from 1,372
Change-49 (-4%)
Value$978.6K (-$31.6K)
Filed 2026-11-02
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares1,323 from 1,323
Change0 (0%)
Value$978.6K (+$4.6K)
Filed 2026-10-19
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares1,321 from 1,321
Change0 (0%)
Value$977.5K (+$4.6K)
Filed 2026-10-16
Childress Capital Advisors, LLC
INCREASED
Shares1,320 from 1,318
Change+2 (+0%)
Value$976.4K (+$5.7K)
Filed 2026-10-28
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$976.5K (+$4.4K)
Filed 2026-10-30
Eagle Bay Advisors LLC
INCREASED
Shares1,312 from 1,277
Change+35 (+3%)
Value$971.6K (+$31.2K)
Filed 2026-10-16
Biltmore Family Office, LLC
INCREASED
Shares1,311 from 1,310
Change+1 (+0%)
Value$970.8K (+$5.1K)
Filed 2026-11-03
Fusion Capital, LLC
INCREASED
Shares1,310 from 1,308
Change+2 (+0%)
Value$968.7K (+$5.4K)
Filed 2026-10-28
Fonville Wealth Management LLC
INCREASED
Shares1,309 from 904
Change+405 (+45%)
Value$968.2K (+$302.7K)
Filed 2026-10-28
Breakthru Advisory Services, LLC
DECREASED
Shares1,299 from 2,253
Change-954 (-42%)
Value$961.0K (-$698.1K)
Filed 2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares1,297 from 1,419
Change-122 (-9%)
Value$959.1K (-$85.9K)
Filed 2026-10-09
Opal Wealth Advisors, LLC
INCREASED
Shares1,294 from 1,103
Change+191 (+17%)
Value$957.3K (+$145.0K)
Filed 2026-10-16
Maseco LLP
DECREASED
Shares1,294 from 1,336
Change-42 (-3%)
Value$957.3K (-$25.8K)
Filed 2026-10-27
Bell Investment Advisors, Inc
INCREASED
Shares1,293 from 1,186
Change+107 (+9%)
Value$956.8K (+$83.2K)
Filed 2026-10-29
CenterStar Asset Management, LLC
NEW
Shares1,281
Change+1,281
Value$948.9K
Filed 2026-10-09
Durante & Waters, LLC
UNCHANGED
Shares1,281 from 1,281
Change0 (0%)
Value$947.6K (+$4.3K)
Filed 2026-10-28
Summit Financial Strategies, Inc.
INCREASED
Shares1,279 from 1,207
Change+72 (+6%)
Value$946.3K (+$57.1K)
Filed 2026-10-14
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares1,279 from 1,279
Change0 (0%)
Value$946.2K (+$4.3K)
Filed 2026-10-15
ARQ Wealth Advisors, LLC
DECREASED
Shares1,278 from 1,336
Change-58 (-4%)
Value$945.3K (+$2.7K)
Filed 2026-10-29
Dodds Wealth, LLC
DECREASED
Shares1,278 from 1,307
Change-29 (-2%)
Value$945.8K (-$16.4K)
Filed 2026-11-02
Duncker Streett & Co Inc
DECREASED
Shares1,278 from 1,295
Change-17 (-1%)
Value$945.4K (-$8.2K)
Filed 2026-10-27
Noesis Capital Mangement Corp
DECREASED
Shares1,276 from 1,324
Change-48 (-4%)
Value$943.9K (-$30.9K)
Filed 2026-10-26
Essex LLC
DECREASED
Shares1,274 from 1,279
Change-5 (0%)
Value$942.5K (+$376)
Filed 2026-10-14
Patton Albertson Miller Group, LLC
INCREASED
Shares1,272 from 1,244
Change+28 (+2%)
Value$941.1K (+$24.9K)
Filed 2026-10-26
MTM Investment Management, LLC
UNCHANGED
Shares1,269 from 1,269
Change0 (0%)
Value$938.9K (+$4.3K)
Filed 2026-10-30
Fulcrum Asset Management LLP
NEW
Shares1,266
Change+1,266
Value$934.2K
Filed 2026-11-04
Breachway Investments LLC
DECREASED
Shares1,263 from 1,451
Change-188 (-13%)
Value$934.3K (-$134.1K)
Filed 2026-10-19
Hartford Financial Management Inc.
INCREASED
Shares1,263 from 1,262
Change+1 (+0%)
Value$934.0K (+$4.7K)
Filed 2026-10-21
Archford Capital Strategies, LLC
INCREASED
Shares1,259 from 997
Change+262 (+26%)
Value$931.0K (+$196.8K)
Filed 2026-10-19
Brady Martz Wealth Solutions, LLC
INCREASED
Shares1,256 from 901
Change+355 (+39%)
Value$929.0K (+$265.7K)
Filed 2026-11-05
Diligent Investors, LLC
DECREASED
Shares1,250 from 1,254
Change-4 (0%)
Value$924.4K (+$667)
Filed 2026-10-21
Fagan Associates, Inc.
DECREASED
Shares1,249 from 1,264
Change-15 (-1%)
Value$924.0K (-$6.8K)
Filed 2026-10-13
M Wealth Management, LLC
DECREASED
Shares1,243 from 1,271
Change-28 (-2%)
Value$919.5K (-$16.4K)
Filed 2026-10-14
Stephen J. Garry & Associates, LLC
DECREASED
Shares1,242 from 1,870
Change-628 (-34%)
Value$918.8K (-$458.3K)
Filed 2026-11-05
Lantz Financial LLC
INCREASED
Shares1,242 from 1,237
Change+5 (+0%)
Value$918.9K (+$8.0K)
Filed 2026-10-15
Avail Investment Partners, LLC
UNCHANGED
Shares1,242 from 1,242
Change0 (0%)
Value$918.8K (+$4.2K)
Filed 2026-10-16
Investment Research Partners LLC
UNCHANGED
Shares1,242 from 1,242
Change0 (0%)
Value$918.8K (+$4.2K)
Filed 2026-10-19
Cullinan Associates Inc
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$917.3K (+$4.2K)
Filed 2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares1,238 from 1,331
Change-93 (-7%)
Value$915.5K (-$65.0K)
Filed 2026-10-15
Waterway Wealth Management, LLC
INCREASED
Shares1,238 from 1,209
Change+29 (+2%)
Value$915.6K (+$25.5K)
Filed 2026-10-28
Sather Financial Group Inc
INCREASED
Shares1,237 from 1,232
Change+5 (+0%)
Value$915.1K (+$7.9K)
Filed 2026-10-30
Signature Wealth Management Partners, LLC
INCREASED
Shares1,231 from 1,161
Change+70 (+6%)
Value$910.8K (+$55.8K)
Filed 2026-10-21
Legacy Solutions, LLC
DECREASED
Shares1,228 from 1,251
Change-23 (-2%)
Value$908.6K (-$12.6K)
Filed 2026-10-07
Sunbeam Capital Management, LLC
INCREASED
Shares1,223 from 1,195
Change+28 (+2%)
Value$905.0K (+$24.7K)
Filed 2026-11-05
Lpwm LLC
INCREASED
Shares1,221 from 1,120
Change+101 (+9%)
Value$903.4K (+$78.7K)
Filed 2026-10-20
Rossmore Private Capital
INCREASED
Shares1,218 from 567
Change+651 (+115%)
Value$902.0K (+$484.0K)
Filed 2026-10-27
Walker Financial Services, Inc.
DECREASED
Shares1,217 from 1,496
Change-279 (-19%)
Value$900.8K (-$201.5K)
Filed 2026-10-26
Teamwork Financial Advisors, LLC
DECREASED
Shares1,213 from 2,004
Change-791 (-39%)
Value$897.9K (-$578.6K)
Filed 2026-10-19
Asset Planning Services Inc
INCREASED
Shares1,213 from 1,180
Change+33 (+3%)
Value$897 (-$868.1K)
Filed 2026-10-15
Dynamic Financial Group
DECREASED
Shares1,212 from 1,222
Change-10 (-1%)
Value$896.8K (-$3.3K)
Filed 2026-10-28
Ballast Financial Advisors LLC
INCREASED
Shares1,210 from 1,084
Change+126 (+12%)
Value$895.2K (+$96.7K)
Filed 2026-10-26
Urban Wealth Management, LLC
DECREASED
Shares1,207 from 1,212
Change-5 (0%)
Value$892.9K (+$385)
Filed 2026-10-21
SJS Investment Consulting Inc.
INCREASED
Shares1,207 from 1,206
Change+1 (+0%)
Value$893.0K (+$4.8K)
Filed 2026-10-26
Ehrlich Financial Group
DECREASED
Shares1,205 from 1,364
Change-159 (-12%)
Value$891.7K (-$113.0K)
Filed 2026-10-20
Chung Wu Investment Group, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$887.7K (+$4.0K)
Filed 2026-11-03
Hickory Point Bank & Trust
DECREASED
Shares1,193 from 1,250
Change-57 (-5%)
Value$882.5K (-$38.0K)
Filed 2026-10-01
OFS Enterprise LLC
INCREASED
Shares1,193 from 1,192
Change+1 (+0%)
Value$882.2K (+$4.2K)
Filed 2026-10-16
Sky Investment Group LLC
INCREASED
Shares1,191 from 961
Change+230 (+24%)
Value$880.9K (+$173.4K)
Filed 2026-10-30
Community Financial Services Group, LLC
DECREASED
Shares1,190 from 1,266
Change-76 (-6%)
Value$883.0K (-$35.0K)
Filed 2026-10-15
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares1,189 from 1,179
Change+10 (+1%)
Value$879.2K (+$10.9K)
Filed 2026-10-08
Brooklyn FI, LLC
INCREASED
Shares1,187 from 898
Change+289 (+32%)
Value$821.4K (+$187.9K)
Filed 2026-11-05
Thayer Financial, L.L.C.
DECREASED
Shares1,186 from 1,298
Change-112 (-9%)
Value$880.0K (-$75.8K)
Filed 2026-10-21
Zullo Investment Group, Inc.
DECREASED
Shares1,186 from 1,205
Change-19 (-2%)
Value$877.5K (-$10.5K)
Filed 2026-10-20
Provident Living Financial Services, Inc.
INCREASED
Shares1,180 from 1,120
Change+60 (+5%)
Value$815.0K (-$9.9K)
Filed 2026-11-03
Cambridge Capital Management, LLC
DECREASED
Shares1,180 from 1,186
Change-6 (-1%)
Value$873.0K (-$313)
Filed 2026-10-19
Hamilton Capital, LLC
INCREASED
Shares1,178 from 915
Change+263 (+29%)
Value$871.4K (+$197.6K)
Filed 2026-10-08
Barr E S & Co
DECREASED
Shares1,175 from 1,260
Change-85 (-7%)
Value$869.2K (-$58.6K)
Filed 2026-11-06
Whipplewood Advisors, LLC
INCREASED
Shares1,171 from 1,155
Change+16 (+1%)
Value$866.3K (+$15.7K)
Filed 2026-10-20
Burns Matteson Capital Management, LLC
INCREASED
Shares1,169 from 1,168
Change+1 (+0%)
Value$865.1K (+$4.9K)
Filed 2026-10-16
Tenret Co LLC
NEW
Shares1,166
Change+1,166
Value$862.6K
Filed 2026-11-02
NBH Bank
INCREASED
Shares1,165 from 1,022
Change+143 (+14%)
Value$861.8K (+$109.2K)
Filed 2026-11-05
Orser Capital Management, LLC
UNCHANGED
Shares1,165 from 1,165
Change0 (0%)
Value$861.8K (+$3.9K)
Filed 2026-10-13
Arnold Financial Planning LLC
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$858.1K (+$3.9K)
Filed 2026-10-20
Pacific Sage Partners, LLC
UNCHANGED
Shares1,159 from 1,159
Change0 (0%)
Value$857.4K (+$3.9K)
Filed 2026-10-21
Madrid Wealth Management, LLC
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$855.7K (+$4.0K)
Filed 2026-10-23
Factor Wealth Management LTD
UNCHANGED
Shares1,156 from 1,156
Change0 (0%)
Value$855.1K (+$4.0K)
Filed 2026-10-08
Kavar Capital Partners Group, LLC
DECREASED
Shares1,150 from 1,234
Change-84 (-7%)
Value$851.0K (-$58.0K)
Filed 2026-11-06
Legacy Financial Strategies, LLC
INCREASED
Shares1,150 from 1,095
Change+55 (+5%)
Value$850.8K (+$44.2K)
Filed 2026-10-15
Ddfg, Inc
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$850.8K (+$3.9K)
Filed 2026-10-15
MBL Wealth, LLC
DECREASED
Shares1,146 from 1,151
Change-5 (0%)
Value$847.8K (+$180)
Filed 2026-10-22
Cathy Pareto & Associates, Inc
INCREASED
Shares1,145 from 964
Change+181 (+19%)
Value$847.6K (+$137.0K)
Filed 2026-10-15
Climber Capital SA
DECREASED
Shares1,144 from 1,145
Change-1 (0%)
Value$802.4K (-$39.1K)
Filed 2026-10-20
Wincap Financial LLC
UNCHANGED
Shares1,144 from 1,144
Change0 (0%)
Value$846.6K (+$4.0K)
Filed 2026-10-20
Choice Wealth Advisors LLC
UNCHANGED
Shares1,142 from 1,142
Change0 (0%)
Value$844.8K (+$3.8K)
Filed 2026-10-16
BetterWealth, LLC
INCREASED
Shares1,140 from 1,138
Change+2 (+0%)
Value$843.5K (+$5.3K)
Filed 2026-10-15
Strategic Planning Group, LLC
INCREASED
Shares1,137 from 625
Change+512 (+82%)
Value$841.2K (+$380.4K)
Filed 2026-10-22
Tenon Financial LLC
INCREASED
Shares1,137 from 1,136
Change+1 (+0%)
Value$841.5K (+$5.2K)
Filed 2026-10-14
Well Done, LLC
DECREASED
Shares1,132 from 3,421
Change-2,289 (-67%)
Value$837.4K (-$1.7M)
Filed 2026-10-20
Johnson & White Wealth Management, LLC
INCREASED
Shares1,130 from 1,129
Change+1 (+0%)
Value$836.0K (+$4.1K)
Filed 2026-11-03
Compagnie Lombard Odier SCmA
INCREASED
Shares1,125 from 863
Change+262 (+30%)
Value$832.2K (+$196.7K)
Filed 2026-11-04
Washington Trust Bank
DECREASED
Shares1,120 from 1,207
Change-87 (-7%)
Value$828.5K (-$60.3K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,116 from 3,132
Change-2,016 (-64%)
Value$825.6K (-$1.5M)
Filed 2026-10-14
Liberty Atlantic Advisors LLC
INCREASED
Shares1,112 from 844
Change+268 (+32%)
Value$823.2K (+$201.4K)
Filed 2026-10-14
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares1,112 from 1,095
Change+17 (+2%)
Value$822.4K (+$16.3K)
Filed 2026-10-14
J2 Capital Management Inc
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$821.1K (+$3.7K)
Filed 2026-10-19
Oak Harvest Investment Services
UNCHANGED
Shares1,104 from 1,104
Change0 (0%)
Value$816.8K (+$4.0K)
Filed 2026-10-20
Garrett Wealth Advisory Group, LLC
INCREASED
Shares1,102 from 1,001
Change+101 (+10%)
Value$815.0K (+$77.6K)
Filed 2026-10-22
BankPlus Wealth Management LLC
UNCHANGED
Shares1,102 from 1,102
Change0 (0%)
Value$815.1K (+$4.0K)
Filed 2026-10-13
Lodestone Wealth Management LLC
INCREASED
Shares1,099 from 1,017
Change+82 (+8%)
Value$813.3K (+$64.1K)
Filed 2026-10-14
William Allan Corp
UNCHANGED
Shares1,096 from 1,096
Change0 (0%)
Value$810.7K (+$3.8K)
Filed 2026-10-14
Variant Private Wealth, LLC
INCREASED
Shares1,094 from 1,092
Change+2 (+0%)
Value$809.1K (+$4.6K)
Filed 2026-10-21
Iron Financial LLC
UNCHANGED
Shares1,092 from 1,092
Change0 (0%)
Value$807.8K (+$3.8K)
Filed 2026-10-23
Great Waters Wealth Management
DECREASED
Shares1,091 from 2,119
Change-1,028 (-49%)
Value$807.1K (-$158.6K)
Filed 2026-10-07
Kennedy Investment Group, Inc.
DECREASED
Shares1,091 from 1,103
Change-12 (-1%)
Value$807.0K (-$5.1K)
Filed 2026-10-21
Cowa, LLC
DECREASED
Shares1,087 from 1,184
Change-97 (-8%)
Value$804.1K (-$67.8K)
Filed 2026-10-30
Whitener Capital Management, Inc.
INCREASED
Shares1,085 from 1,080
Change+5 (+0%)
Value$802.7K (+$7.3K)
Filed 2026-10-15
BCU Wealth Advisors, LLC
INCREASED
Shares1,085 from 1,084
Change+1 (+0%)
Value$802.9K (+$4.4K)
Filed 2026-10-16
BigSur Wealth Management LLC
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$802.7K (+$4.2K)
Filed 2026-10-13
Stenger Family Office, LLC
INCREASED
Shares1,082 from 903
Change+179 (+20%)
Value$804.7K (+$139.6K)
Filed 2026-10-22
Flynn Zito Capital Management, LLC
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$792.7K (+$3.1K)
Filed 2026-11-04
Grove Bank & Trust
INCREASED
Shares1,071 from 1,032
Change+39 (+4%)
Value$792.3K (+$32.3K)
Filed 2026-10-08
Brady Family Wealth, LLC
DECREASED
Shares1,069 from 1,072
Change-3 (0%)
Value$791.0K (+$1.6K)
Filed 2026-11-02
Trust Co of Kansas
UNCHANGED
Shares1,066 from 1,066
Change0 (0%)
Value$789.0K (+$4.0K)
Filed 2026-11-06
Ellsworth Advisors, LLC
DECREASED
Shares1,064 from 1,731
Change-667 (-39%)
Value$787.3K (-$455.2K)
Filed 2026-10-15
Cooper S Advisors, LLC
INCREASED
Shares1,062 from 1,042
Change+20 (+2%)
Value$786.0K (+$18.4K)
Filed 2026-11-03
TCV Trust & Wealth Management, Inc.
DECREASED
Shares1,061 from 1,087
Change-26 (-2%)
Value$784.9K (-$15.6K)
Filed 2026-10-16
Western Pacific Wealth Management, LP
UNCHANGED
Shares1,060 from 1,060
Change0 (0%)
Value$784.3K (+$3.6K)
Filed 2026-10-16
Planning Strategies Inc.
DECREASED
Shares1,057 from 1,080
Change-23 (-2%)
Value$782.1K (-$13.4K)
Filed 2026-10-02
Bourgeon Capital Management LLC
INCREASED
Shares1,056 from 711
Change+345 (+49%)
Value$781.2K (+$257.4K)
Filed 2026-10-19
Baskin Financial Services Inc.
DECREASED
Shares1,056 from 1,104
Change-48 (-4%)
Value$781 (-$32)
Filed 2026-10-19
Moulton Wealth Management, Inc
DECREASED
Shares1,056 from 1,071
Change-15 (-1%)
Value$783.2K (+$3.1K)
Filed 2026-10-13
James J. Burns & Company, LLC
DECREASED
Shares1,050 from 1,182
Change-132 (-11%)
Value$776.6K (-$93.7K)
Filed 2026-10-22
Joel Adams & Associates, Inc.
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$776.8K (+$3.5K)
Filed 2026-11-02
Vested Financial Planning, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$776.8K (+$3.5K)
Filed 2026-10-28
Armbruster Capital Management, Inc.
DECREASED
Shares1,045 from 1,056
Change-11 (-1%)
Value$773.1K (-$4.6K)
Filed 2026-10-19
Gables Capital Management Inc.
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$773.1K (+$3.5K)
Filed 2026-11-04
Olio Financial Planning
UNCHANGED
Shares1,043 from 1,043
Change0 (0%)
Value$771.6K (+$3.5K)
Filed 2026-10-22
MBA Advisors LLC
DECREASED
Shares1,042 from 1,044
Change-2 (0%)
Value$771.0K (+$2.3K)
Filed 2026-10-29
SYM Financial Corp
DECREASED
Shares1,036 from 1,093
Change-57 (-5%)
Value$766.5K (-$38.6K)
Filed 2026-10-26
RAM Investment Partners, LLC
DECREASED
Shares1,032 from 1,052
Change-20 (-2%)
Value$763.5K (-$11.2K)
Filed 2026-10-21
Daviman Financial, LLC
DECREASED
Shares1,028 from 1,030
Change-2 (0%)
Value$760.5K (+$2.0K)
Filed 2026-11-06
First Command Advisory Services, Inc.
DECREASED
Shares1,027 from 1,640
Change-613 (-37%)
Value$760.4K (-$447.5K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
INCREASED
Shares1,027 from 948
Change+79 (+8%)
Value$760.1K (+$62.0K)
Filed 2026-10-05
Legacy Capital Wealth Partners, LLC
INCREASED
Shares1,026 from 1,016
Change+10 (+1%)
Value$759.2K (+$10.9K)
Filed 2026-10-21
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares1,025 from 821
Change+204 (+25%)
Value$757.9K (+$153.2K)
Filed 2026-11-05
Heritage Investment Group, Inc.
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$758.3K (+$3.5K)
Filed 2026-11-03
Haven Private, LLC
INCREASED
Shares1,020 from 539
Change+481 (+89%)
Value$754.6K (+$357.7K)
Filed 2026-10-27
Hartmann Taylor Wealth Management, LLC
DECREASED
Shares1,020 from 1,022
Change-2 (0%)
Value$754.6K (+$164.7K)
Filed 2026-10-14
Moody National Bank Trust Division
UNCHANGED
Shares1,017 from 1,017
Change0 (0%)
Value$752.3K (+$3.4K)
Filed 2026-10-06
William Mack & Associates, Inc.
INCREASED
Shares1,016 from 977
Change+39 (+4%)
Value$751.5K (+$32.2K)
Filed 2026-10-27
High Net Worth Advisory Group LLC
DECREASED
Shares1,016 from 1,035
Change-19 (-2%)
Value$751.6K (-$10.6K)
Filed 2026-10-26
truNorth Financial Services, Inc.
DECREASED
Shares1,014 from 1,048
Change-34 (-3%)
Value$750.3K (-$21.6K)
Filed 2026-11-06
Barlow Wealth Partners, LLC
INCREASED
Shares1,011 from 1,007
Change+4 (+0%)
Value$768.0K (+$51.6K)
Filed 2026-10-15
Able Wealth Management LLC
DECREASED
Shares1,009 from 1,356
Change-347 (-26%)
Value$762.7K (-$236.3K)
Filed 2026-10-13
Sun Group Wealth Partners
INCREASED
Shares1,009 from 1,008
Change+1 (+0%)
Value$746.1K (+$3.4K)
Filed 2026-10-26
Successful Portfolios LLC
INCREASED
Shares1,008 from 936
Change+72 (+8%)
Value$762.2K (+$83.9K)
Filed 2026-10-09
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares1,007 from 1,016
Change-9 (-1%)
Value$744.6K (-$3.2K)
Filed 2026-10-26
Sharkey, Howes & Javer
DECREASED
Shares1,007 from 1,009
Change-2 (0%)
Value$744.9K (+$2.1K)
Filed 2026-10-22
Iowa State Bank
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$744.9K (+$3.4K)
Filed 2026-10-06
Torrey Growth & Income Advisors
INCREASED
Shares1,000 from 986
Change+14 (+1%)
Value$743.2K (+$18.4K)
Filed 2026-11-04
Gruss & Co., LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$739.8K (+$3.4K)
Filed 2026-11-02
Midwest Financial Partners Investments, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$739.6K (+$3.4K)
Filed 2026-10-08
Avant Financial Advisors LLC
UNCHANGED
Shares999 from 999
Change0 (0%)
Value$739.3K (+$3.4K)
Filed 2026-11-02
GLR Partners, LLC
INCREASED
Shares997 from 743
Change+254 (+34%)
Value$737.6K (+$190.4K)
Filed 2026-11-04
Herold Advisors, Inc.
UNCHANGED
Shares996 from 996
Change0 (0%)
Value$736.4K (+$2.4K)
Filed 2026-10-19
Abacus Planning Group, Inc.
DECREASED
Shares995 from 1,009
Change-14 (-1%)
Value$736.0K (-$6.7K)
Filed 2026-11-02
Grey Fox Wealth Advisors, LLC
DECREASED
Shares994 from 1,058
Change-64 (-6%)
Value$735.9K (-$43.8K)
Filed 2026-11-03
BOS Asset Management, LLC
DECREASED
Shares994 from 1,019
Change-25 (-2%)
Value$735.3K (-$15.1K)
Filed 2026-10-09
Arcadia Wealth Management, LLC
INCREASED
Shares991 from 974
Change+17 (+2%)
Value$733.3K (+$16.0K)
Filed 2026-10-22
Harbor Asset Planning, Inc.
INCREASED
Shares991 from 989
Change+2 (+0%)
Value$732.8K (+$4.2K)
Filed 2026-10-23
Prosperity Planning, Inc.
UNCHANGED
Shares991 from 991
Change0 (0%)
Value$733.1K (+$3.3K)
Filed 2026-10-09
Squire Investment Management Company, LLC
UNCHANGED
Shares991 from 991
Change0 (0%)
Value$733.2K (+$3.4K)
Filed 2026-11-03
Ahara Advisors LLC
INCREASED
Shares985 from 786
Change+199 (+25%)
Value$729.2K (+$150.6K)
Filed 2026-10-29
Davis Capital Management
INCREASED
Shares985 from 984
Change+1 (+0%)
Value$728.9K (+$4.1K)
Filed 2026-10-08
Paladin Wealth, LLC
INCREASED
Shares983 from 767
Change+216 (+28%)
Value$726.9K (+$162.1K)
Filed 2026-10-23
Wrenne Financial Planning LLC
INCREASED
Shares978 from 920
Change+58 (+6%)
Value$723.5K (+$46.0K)
Filed 2026-10-30
Worthington Financial Partners, LLC
INCREASED
Shares977 from 972
Change+5 (+1%)
Value$722.7K (+$7.0K)
Filed 2026-10-13
Legacy Financial Group, Inc.
DECREASED
Shares975 from 2,154
Change-1,179 (-55%)
Value$721.5K (-$865.0K)
Filed 2026-10-21
Whelan Financial
DECREASED
Shares973 from 975
Change-2 (0%)
Value$720.2K (+$1.9K)
Filed 2026-10-28
Farmers & Merchants Investments Inc
INCREASED
Shares972 from 880
Change+92 (+10%)
Value$719.1K (+$71.0K)
Filed 2026-10-22
AAF Wealth Management, LLC
UNCHANGED
Shares972 from 972
Change0 (0%)
Value$719.1K (+$3.4K)
Filed 2026-10-28
Astra Wealth Partners LLC
NEW
Shares970
Change+970
Value$717.7K
Filed 2026-11-06
Nottingham Advisors, Inc.
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$719.8K (+$44.6K)
Filed 2026-10-29
Lakewood Asset Management LLC
UNCHANGED
Shares969 from 969
Change0 (0%)
Value$716.8K (+$3.3K)
Filed 2026-10-26
Goelzer Investment Management, Inc.
INCREASED
Shares968 from 717
Change+251 (+35%)
Value$716.1K (+$188.1K)
Filed 2026-10-16
Range Financial Group LLC
UNCHANGED
Shares968 from 968
Change0 (0%)
Value$716.4K (+$3.3K)
Filed 2026-10-21
Commons Capital, LLC
DECREASED
Shares966 from 995
Change-29 (-3%)
Value$714.2K (-$18.2K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares963
Change+963
Value$712.2K
Filed 2026-10-13
Valicenti Advisory Services Inc
DECREASED
Shares961 from 1,001
Change-40 (-4%)
Value$711 (-$26)
Filed 2026-10-23
Forte Asset Management LLC
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$710.9K (+$3.2K)
Filed 2026-10-13
Woodward Diversified Capital, LLC
INCREASED
Shares959 from 783
Change+176 (+22%)
Value$709.5K (+$132.8K)
Filed 2026-10-21
KWB Wealth
UNCHANGED
Shares959 from 959
Change0 (0%)
Value$709.4K (+$3.2K)
Filed 2026-10-16
Versant Capital Management, Inc
INCREASED
Shares958 from 880
Change+78 (+9%)
Value$709.0K (+$60.7K)
Filed 2026-10-02
TL Private Wealth
INCREASED
Shares958 from 956
Change+2 (+0%)
Value$715.0K (+$36.5K)
Filed 2026-10-13
Chickasaw Capital Management LLC
NEW
Shares950
Change+950
Value$702.8K
Filed 2026-10-08
Sunrise Financial Services, LLC
UNCHANGED
Shares949 from 949
Change0 (0%)
Value$702.0K (+$3.2K)
Filed 2026-10-21
Pacific Park Financial, Inc.
DECREASED
Shares948 from 973
Change-25 (-3%)
Value$701.3K (-$15.2K)
Filed 2026-10-13
Q3 Asset Management
DECREASED
Shares946 from 20,447
Change-19,501 (-95%)
Value$700.0K (+$686.1K)
Filed 2026-11-06
NorthAvenue LLC
UNCHANGED
Shares946 from 946
Change0 (0%)
Value$700.0K (+$3.2K)
Filed 2026-10-29
FSA Wealth Partners, Inc.
DECREASED
Shares944 from 2,224
Change-1,280 (-58%)
Value$698.3K (-$939.4K)
Filed 2026-10-26
Kondo Wealth Advisors, Inc.
UNCHANGED
Shares944 from 944
Change0 (0%)
Value$698.5K (+$3.2K)
Filed 2026-10-19
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares943 from 732
Change+211 (+29%)
Value$698.3K (+$158.7K)
Filed 2026-11-05
Canopy Partners, LLC
INCREASED
Shares943 from 733
Change+210 (+29%)
Value$697.7K (+$157.9K)
Filed 2026-10-28
InTrack Investment Management Inc
DECREASED
Shares942 from 962
Change-20 (-2%)
Value$696.9K (-$11.6K)
Filed 2026-10-15
Culbertson A N & Co Inc
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$696.1K (+$3.2K)
Filed 2026-10-21
TPG Advisors LLC
INCREASED
Shares937 from 933
Change+4 (+0%)
Value$692.9K (+$5.5K)
Filed 2026-10-16
Capital CS Group, LLC
UNCHANGED
Shares936 from 936
Change0 (0%)
Value$692.4K (+$3.2K)
Filed 2026-10-29
Old Second National Bank of Aurora
INCREASED
Shares932 from 650
Change+282 (+43%)
Value$689.5K (+$210.8K)
Filed 2026-10-22
Centerpoint Advisory Group
DECREASED
Shares932 from 972
Change-40 (-4%)
Value$689.5K (-$26.3K)
Filed 2026-10-23
Meridian Financial Partners LLC
DECREASED
Shares929 from 1,211
Change-282 (-23%)
Value$676.3K (-$178.6K)
Filed 2026-10-23
Accelerate Investment Advisors LLC
INCREASED
Shares929 from 901
Change+28 (+3%)
Value$687.4K (+$24.2K)
Filed 2026-11-02
Manuka Financial, LLC
UNCHANGED
Shares929 from 929
Change0 (0%)
Value$686.9K (+$3.1K)
Filed 2026-10-16
Aerodigm Wealth, LLC
DECREASED
Shares928 from 2,253
Change-1,325 (-59%)
Value$686.3K (-$973.0K)
Filed 2026-10-16
Alternative Investment Advisors, Llc.
NEW
Shares925
Change+925
Value$686.3K
Filed 2026-11-03
Penbrook Management LLC
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$684.3K (+$3.1K)
Filed 2026-10-16
Cove Private Wealth, LLC
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$680.6K (+$3.1K)
Filed 2026-10-28
Beverly Hills Private Wealth, LLC
DECREASED
Shares919 from 1,000
Change-81 (-8%)
Value$679.8K (-$56.6K)
Filed 2026-11-04
Retiremitten Financial LLC
INCREASED
Shares918 from 570
Change+348 (+61%)
Value$666.1K (+$246.4K)
Filed 2026-11-05
L. Roy Papp & Associates, LLP
UNCHANGED
Shares918 from 918
Change0 (0%)
Value$679.1K (+$3.1K)
Filed 2026-10-21
Bluesphere Advisors LLC
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$677.6K (+$3.1K)
Filed 2026-10-19
WestHill Financial Advisors, Inc.
UNCHANGED
Shares915 from 915
Change0 (0%)
Value$677.2K (+$3.1K)
Filed 2026-10-14
Alchemi Wealth, LLC
DECREASED
Shares913 from 950
Change-37 (-4%)
Value$675.9K (-$24.2K)
Filed 2026-11-04
First Bancorp, Inc
DECREASED
Shares913 from 920
Change-7 (-1%)
Value$675.4K (-$2.1K)
Filed 2026-10-26
Cookson Peirce & Co Inc
INCREASED
Shares912 from 591
Change+321 (+54%)
Value$674.8K (+$239.4K)
Filed 2026-10-30
Opus Financial Solutions LLC
DECREASED
Shares910 from 929
Change-19 (-2%)
Value$673.2K (-$10.9K)
Filed 2026-11-06
Summit Financial Wealth Advisors, LLC
DECREASED
Shares903 from 1,080
Change-177 (-16%)
Value$668.3K (-$126.8K)
Filed 2026-10-15
Bryant Woods Investment Advisors, LLC
INCREASED
Shares903 from 897
Change+6 (+1%)
Value$667.5K (+$7.8K)
Filed 2026-10-26
Koa Wealth Management, LLC
INCREASED
Shares891 from 864
Change+27 (+3%)
Value$659.4K (+$22.9K)
Filed 2026-10-14
Long Island Wealth Management, Inc.
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$658.3K (+$3.2K)
Filed 2026-10-20
Kathmere Capital Management, LLC
DECREASED
Shares888 from 1,100
Change-212 (-19%)
Value$656.8K (-$153.0K)
Filed 2026-10-20
Valley Wealth Managers, Inc.
INCREASED
Shares887 from 882
Change+5 (+1%)
Value$656.2K (+$6.7K)
Filed 2026-10-09
CGN Advisors LLC
INCREASED
Shares881 from 425
Change+456 (+107%)
Value$651.9K (+$339.0K)
Filed 2026-10-21
Boston Trust Walden Corp
DECREASED
Shares881 from 1,013
Change-132 (-13%)
Value$651.7K (-$94.2K)
Filed 2026-10-30
Compass Planning Associates Inc
INCREASED
Shares880 from 879
Change+1 (+0%)
Value$651.0K (+$3.7K)
Filed 2026-10-13
AlpenGlobal Capital LLC
DECREASED
Shares878 from 917
Change-39 (-4%)
Value$649.5K (-$25.8K)
Filed 2026-11-06
Allegiance Financial Group Advisory Services LLC
NEW
Shares872
Change+872
Value$645.7K
Filed 2026-11-02
Curbstone Financial Management Corp
UNCHANGED
Shares872 from 872
Change0 (0%)
Value$645.1K (+$2.9K)
Filed 2026-10-21
Mountain Pacific Investment Advisers LLC
UNCHANGED
Shares871 from 871
Change0 (0%)
Value$644.3K (+$2.9K)
Filed 2026-10-29
Loudon Investment Management, LLC
DECREASED
Shares868 from 884
Change-16 (-2%)
Value$642.1K (-$8.9K)
Filed 2026-11-06
Great Point Wealth Advisors, LLC
DECREASED
Shares863 from 870
Change-7 (-1%)
Value$638.3K (-$2.2K)
Filed 2026-10-15
Hoge Financial Services, LLC
INCREASED
Shares862 from 530
Change+332 (+63%)
Value$638.0K (+$247.8K)
Filed 2026-11-05
Philadelphia Trust Co
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$635.0K (+$3.0K)
Filed 2026-11-05
Spectrum Financial Alliance Ltd LLC
INCREASED
Shares857 from 739
Change+118 (+16%)
Value$634.0K (+$89.8K)
Filed 2026-10-29
Peak Financial Management, Inc.
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$632.5K (+$2.9K)
Filed 2026-10-16
Councilmark Asset Management, LLC
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$628.8K (+$2.9K)
Filed 2026-10-20
Consilium Wealth Advisory, LLC
DECREASED
Shares849 from 858
Change-9 (-1%)
Value$628.4K (-$3.7K)
Filed 2026-10-14
MFA Wealth Advisors, LLC
DECREASED
Shares848 from 902
Change-54 (-6%)
Value$627.3K (-$36.9K)
Filed 2026-10-07
Plan A Wealth LLC
NEW
Shares845
Change+845
Value$625.1K
Filed 2026-10-08
John G Ullman & Associates Inc
INCREASED
Shares845 from 574
Change+271 (+47%)
Value$625.1K (+$202.4K)
Filed 2026-11-04
Valley Forge Investment Consultants Inc ADV
UNCHANGED
Shares845 from 845
Change0 (0%)
Value$625.1K (+$2.8K)
Filed 2026-11-03
Opus Capital Group, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$621.0K (+$2.0K)
Filed 2026-10-30
AGH Wealth Advisors, LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$621.4K (+$2.8K)
Filed 2026-10-26
Catalyst Investment Management LLC
DECREASED
Shares838 from 845
Change-7 (-1%)
Value$620.2K (-$2.1K)
Filed 2026-10-21
Blue Line Capital, LLC / IL
INCREASED
Shares837 from 834
Change+3 (+0%)
Value$619.0K (+$4.8K)
Filed 2026-11-04
Omni 360 Wealth, Inc.
INCREASED
Shares836 from 835
Change+1 (+0%)
Value$618.1K (+$2.9K)
Filed 2026-10-13
Tounjian Advisory Partners, LLC
INCREASED
Shares830 from 481
Change+349 (+73%)
Value$613.9K (+$260.0K)
Filed 2026-11-04
Reynders McVeigh Capital Management, LLC
DECREASED
Shares829 from 953
Change-124 (-13%)
Value$613.3K (-$88.7K)
Filed 2026-10-30
Windsor Capital Management, LLC
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$612.7K (+$2.8K)
Filed 2026-10-13
Lantern Wealth Advisors, LLC
INCREASED
Shares827 from 714
Change+113 (+16%)
Value$611.8K (+$86.0K)
Filed 2026-10-22
Primoris Wealth Advisors, LLC
DECREASED
Shares825 from 850
Change-25 (-3%)
Value$610.3K (-$15.6K)
Filed 2026-10-28
Independent Wealth Advisors LLC
DECREASED
Shares823 from 857
Change-34 (-4%)
Value$608.5K (-$22.8K)
Filed 2026-10-27
Syntax Research, Inc.
INCREASED
Shares819 from 818
Change+1 (+0%)
Value$605.9K (+$3.2K)
Filed 2026-11-04
Guardian Partners Inc.
INCREASED
Shares815 from 715
Change+100 (+14%)
Value$602.9K (+$76.4K)
Filed 2026-10-21
Goldenstone Wealth Management LLC
INCREASED
Shares815 from 813
Change+2 (+0%)
Value$603.0K (+$4.2K)
Filed 2026-11-04
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$600.9K (+$2.7K)
Filed 2026-10-29
Redw Wealth LLC
DECREASED
Shares811 from 825
Change-14 (-2%)
Value$600.0K (-$7.6K)
Filed 2026-11-02
Bedel Financial Consulting, Inc.
DECREASED
Shares811 from 821
Change-10 (-1%)
Value$600.1K (-$4.6K)
Filed 2026-11-06
Integras Partners LLC
INCREASED
Shares809 from 737
Change+72 (+10%)
Value$598.8K (+$55.8K)
Filed 2026-10-30
LVZ, Inc.
UNCHANGED
Shares803 from 803
Change0 (0%)
Value$594.0K (+$2.7K)
Filed 2026-10-20
N10 Wealth, LLC
INCREASED
Shares800 from 507
Change+293 (+58%)
Value$591.8K (+$218.5K)
Filed 2026-10-14
Mustard Seed Financial, LLC
INCREASED
Shares799 from 795
Change+4 (+1%)
Value$591.1K (+$5.6K)
Filed 2026-10-30
ProVise Management Group, LLC
DECREASED
Shares798 from 3,675
Change-2,877 (-78%)
Value$590.3K (-$2.1M)
Filed 2026-11-06
Tiller Private Wealth, Inc.
INCREASED
Shares798 from 778
Change+20 (+3%)
Value$590.3K (+$17.4K)
Filed 2026-10-26
Markowski Investments
INCREASED
Shares797 from 776
Change+21 (+3%)
Value$589.4K (+$17.6K)
Filed 2026-10-30
Commonwealth Retirement Investments LLC
INCREASED
Shares797 from 790
Change+7 (+1%)
Value$589.4K (+$8.0K)
Filed 2026-10-26
Sentinel Advisory Group, LLC
DECREASED
Shares794 from 831
Change-37 (-4%)
Value$587.4K (-$24.6K)
Filed 2026-10-20
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares792 from 792
Change0 (0%)
Value$583.5K ($0)
Filed 2026-11-03
Granite Islands Private Wealth, LLC
INCREASED
Shares790 from 295
Change+495 (+168%)
Value$584.7K (+$374.0K)
Filed 2026-10-16
Fulcrum Wealth Advisors, LLC
DECREASED
Shares786 from 811
Change-25 (-3%)
Value$581.6K (-$15.7K)
Filed 2026-10-16
Adelphi Trust Co
INCREASED
Shares782 from 756
Change+26 (+3%)
Value$578.5K (+$21.8K)
Filed 2026-10-05
Charter Capital Management, Llc\de
INCREASED
Shares781 from 780
Change+1 (+0%)
Value$577.5K (+$3.0K)
Filed 2026-10-28
MRA Advisory Group
UNCHANGED
Shares776 from 776
Change0 (0%)
Value$574.2K (+$2.9K)
Filed 2026-10-07
Sensible Money, LLC
DECREASED
Shares774 from 793
Change-19 (-2%)
Value$572.8K (-$11.4K)
Filed 2026-10-20
R2 Capital Strategies, LLC
INCREASED
Shares773 from 665
Change+108 (+16%)
Value$571.9K (+$82.1K)
Filed 2026-10-15
Avion Wealth
INCREASED
Shares773 from 748
Change+25 (+3%)
Value$571.0K (+$21.0K)
Filed 2026-11-04
Crown Wealth Group, LLC
DECREASED
Shares771 from 961
Change-190 (-20%)
Value$570.4K (-$137.3K)
Filed 2026-10-19
Mission Financial Group, LLC
INCREASED
Shares771 from 766
Change+5 (+1%)
Value$570.0K (+$5.8K)
Filed 2026-10-21
Advantage Trust Co
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$569.6K (+$2.6K)
Filed 2026-10-19
Vanguard Capital Wealth Advisors
INCREASED
Shares768 from 765
Change+3 (+0%)
Value$568.1K (+$4.8K)
Filed 2026-10-16
Shah Wealth Advisors, LLC
DECREASED
Shares767 from 1,012
Change-245 (-24%)
Value$567.7K (-$177.5K)
Filed 2026-11-06
Horizons Wealth Management
NEW
Shares765
Change+765
Value$565.9K
Filed 2026-10-05
Highland Financial Advisors, LLC
DECREASED
Shares765 from 902
Change-137 (-15%)
Value$566.1K (-$98.3K)
Filed 2026-10-19
Clark Wealth Partners
INCREASED
Shares765 from 750
Change+15 (+2%)
Value$566.1K (+$13.4K)
Filed 2026-10-19
Apeiron RIA LLC
INCREASED
Shares764 from 710
Change+54 (+8%)
Value$566.8K (+$44.0K)
Filed 2026-10-08
Kenora Financial, LLC
INCREASED
Shares764 from 758
Change+6 (+1%)
Value$565.2K (+$7.0K)
Filed 2026-10-20
LightSquare Wealth Management, LLC
DECREASED
Shares763 from 806
Change-43 (-5%)
Value$564.5K (-$28.8K)
Filed 2026-11-03
Grant Street Asset Management, Inc.
INCREASED
Shares762 from 309
Change+453 (+147%)
Value$563.7K (+$336.2K)
Filed 2026-10-26
Bangor Savings Bank
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$563.7K (+$2.6K)
Filed 2026-10-06
Wedgewood Investors Inc
DECREASED
Shares761 from 855
Change-94 (-11%)
Value$563.1K (-$66.5K)
Filed 2026-10-28
Collective Family Office LLC
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$562.2K (+$2.6K)
Filed 2026-10-05
Highland Capital Management, LLC
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$562.2K (+$2.6K)
Filed 2026-10-26
DecisionMap Wealth Management, LLC
INCREASED
Shares757 from 566
Change+191 (+34%)
Value$560.3K (+$143.2K)
Filed 2026-10-29
Shira Ridge Wealth Management
INCREASED
Shares757 from 722
Change+35 (+5%)
Value$559.7K (+$28.3K)
Filed 2026-10-09
Upper Left Wealth Management, LLC
UNCHANGED
Shares756 from 756
Change0 (0%)
Value$559.3K (+$2.5K)
Filed 2026-10-14
Tectonic Advisors LLC
DECREASED
Shares754 from 784
Change-30 (-4%)
Value$558.1K (-$18.9K)
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares753 from 764
Change-11 (-1%)
Value$557.6K (-$5.2K)
Filed 2026-10-16
Butensky & Cohen Financial Security, Inc
DECREASED
Shares751 from 770
Change-19 (-2%)
Value$555.9K (-$11.5K)
Filed 2026-10-13
Bernicke Wealth Management, Ltd.
DECREASED
Shares750 from 821
Change-71 (-9%)
Value$554.7K (-$49.9K)
Filed 2026-11-06
Skylands Capital, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$554.8K (+$2.5K)
Filed 2026-10-21
Kirr Marbach & Co LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$555.4K (+$2.5K)
Filed 2026-10-20
Parker Financial LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$554.8K (+$2.5K)
Filed 2026-11-05
RMG Wealth Management LLC
INCREASED
Shares749 from 638
Change+111 (+17%)
Value$527.8K (+$66.0K)
Filed 2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares748 from 996
Change-248 (-25%)
Value$553.4K (-$180.1K)
Filed 2026-10-09
Hohimer Wealth Management, LLC
DECREASED
Shares737 from 791
Change-54 (-7%)
Value$545.3K (-$37.1K)
Filed 2026-11-04
Collar Capital Management, LLC
DECREASED
Shares735 from 745
Change-10 (-1%)
Value$543.7K (-$4.9K)
Filed 2026-10-28
Kaufman Rossin Wealth, LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$542.8K (+$12.3K)
Filed 2026-10-19
B.A. Schrock Wealth Management, Inc.
NEW
Shares733
Change+733
Value$543.7K
Filed 2026-10-15
Commerce Advisors, LLC
DECREASED
Shares732 from 808
Change-76 (-9%)
Value$541.7K (-$53.3K)
Filed 2026-10-19
Sara-Bay Financial
DECREASED
Shares732 from 736
Change-4 (-1%)
Value$541.4K (-$434)
Filed 2026-10-21
LTG Capital LLC
DECREASED
Shares731 from 745
Change-14 (-2%)
Value$540.8K (-$7.8K)
Filed 2026-11-04
Carson Advisory Inc.
DECREASED
Shares730 from 792
Change-62 (-8%)
Value$540.0K (-$43.2K)
Filed 2026-11-06
Vima LLC
DECREASED
Shares729 from 3,119
Change-2,390 (-77%)
Value$539.5K (-$2.4M)
Filed 2026-10-23
Providence Financial Advisors, LLC
DECREASED
Shares728 from 774
Change-46 (-6%)
Value$538.8K (-$31.4K)
Filed 2026-11-06
Collaborative Capital Advisors LLC
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$538.6K (+$2.5K)
Filed 2026-11-06
Next Level Private LLC
INCREASED
Shares727 from 726
Change+1 (+0%)
Value$537.9K (+$3.0K)
Filed 2026-10-20
Fiscal Wisdom Wealth Management, LLC
DECREASED
Shares726 from 746
Change-20 (-3%)
Value$537.1K (-$12.1K)
Filed 2026-10-16
Global View Capital Management LLC
DECREASED
Shares725 from 1,475
Change-750 (-51%)
Value$536.3K (-$549.9K)
Filed 2026-10-28
Vann Equity Management LLC
DECREASED
Shares724 from 751
Change-27 (-4%)
Value$535.4K (-$17.6K)
Filed 2026-10-08
Heritage Family Offices, LLP
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$534.9K (+$2.5K)
Filed 2026-11-02
Old Peak Finance LLC
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$534.9K (+$2.4K)
Filed 2026-11-02
BFI Infinity Ltd.
DECREASED
Shares722 from 766
Change-44 (-6%)
Value$534.1K (-$30.0K)
Filed 2026-10-16
Entrewealth, LLC
INCREASED
Shares721 from 496
Change+225 (+45%)
Value$533.4K (+$179.0K)
Filed 2026-10-14
Provident Wealth Management, LLC
DECREASED
Shares721 from 851
Change-130 (-15%)
Value$533.4K (-$93.3K)
Filed 2026-10-20
Atwater Malick LLC
UNCHANGED
Shares721 from 721
Change0 (0%)
Value$533.4K (+$2.4K)
Filed 2026-10-15
Salvus Wealth Management, LLC
INCREASED
Shares719 from 512
Change+207 (+40%)
Value$531.5K (+$154.9K)
Filed 2026-10-13
Trust Co of the South
DECREASED
Shares718 from 766
Change-48 (-6%)
Value$531.2K (-$32.9K)
Filed 2026-10-21
Citrine Capital LLC
UNCHANGED
Shares717 from 717
Change0 (0%)
Value$530.6K (+$2.4K)
Filed 2026-10-14
Buckhead Capital Management LLC
DECREASED
Shares716 from 726
Change-10 (-1%)
Value$529.5K (-$4.8K)
Filed 2026-11-03
Shepherd Street Advisors LLC
INCREASED
Shares713 from 691
Change+22 (+3%)
Value$531.9K (+$36.0K)
Filed 2026-10-21
MN Wealth Advisors, LLC
INCREASED
Shares712 from 711
Change+1 (+0%)
Value$526.9K (+$3.0K)
Filed 2026-10-23
Mayfair Advisory Group, LLC
UNCHANGED
Shares711 from 711
Change0 (0%)
Value$526.1K (+$39.5K)
Filed 2026-10-20
Compass Wealth Management LLC
UNCHANGED
Shares711 from 711
Change0 (0%)
Value$526.0K (+$2.4K)
Filed 2026-10-22
Courage Miller Partners, LLC
DECREASED
Shares710 from 1,010
Change-300 (-30%)
Value$525.2K (-$218.5K)
Filed 2026-10-21
Mycio Wealth Partners, LLC
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$525.2K (+$2.4K)
Filed 2026-11-04
Gordian Advisors LLC
UNCHANGED
Shares709 from 709
Change0 (0%)
Value$524.7K (+$2.5K)
Filed 2026-10-30
IFS Advisors, LLC
INCREASED
Shares708 from 431
Change+277 (+64%)
Value$523.8K (+$206.4K)
Filed 2026-10-14
Pavion Blue Capital, LLC
UNCHANGED
Shares708 from 708
Change0 (0%)
Value$523.8K (+$2.4K)
Filed 2026-11-05
Myecfo, LLC
DECREASED
Shares706 from 712
Change-6 (-1%)
Value$522.3K (-$2.0K)
Filed 2026-10-14
Corundum Group, Inc.
UNCHANGED
Shares706 from 706
Change0 (0%)
Value$522.3K (+$2.4K)
Filed 2026-10-28
Baugh & Associates, LLC
DECREASED
Shares702 from 770
Change-68 (-9%)
Value$499.6K (-$67.7K)
Filed 2026-10-16
Eubel Brady & Suttman Asset Management Inc
UNCHANGED
Shares701 from 701
Change0 (0%)
Value$519.0K (+$3.0K)
Filed 2026-11-04
Shade Tree Advisors LLC
NEW
Shares700
Change+700
Value$517.8K
Filed 2026-10-22
Pioneer Trust Bank N A
INCREASED
Shares700 from 600
Change+100 (+17%)
Value$517.8K (+$76.0K)
Filed 2026-11-06
Vertrix Wealth Management, LLC
UNCHANGED
Shares698 from 698
Change0 (0%)
Value$516.2K (+$2.6K)
Filed 2026-10-13
Capital Investment Counsel, Inc
DECREASED
Shares697 from 712
Change-15 (-2%)
Value$515.6K (-$8.7K)
Filed 2026-10-20
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares696 from 696
Change0 (0%)
Value$514.9K (+$2.3K)
Filed 2026-10-27
Calder Financial LLC
DECREASED
Shares695 from 795
Change-100 (-13%)
Value$514.4K (-$70.7K)
Filed 2026-10-13
Willis Johnson Wealth, Inc.
UNCHANGED
Shares693 from 693
Change0 (0%)
Value$512.4K (+$2.4K)
Filed 2026-11-03
Wealthstar Advisors, LLC
DECREASED
Shares692 from 708
Change-16 (-2%)
Value$511.9K (-$9.3K)
Filed 2026-10-19
Addison Advisors LLC
DECREASED
Shares690 from 704
Change-14 (-2%)
Value$510.2K (-$7.9K)
Filed 2026-11-06
Arrien Investments, Inc.
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$509.0K (+$2.3K)
Filed 2026-10-30
LEE Danner & Bass Inc
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$505.3K (+$2.3K)
Filed 2026-10-27
KMG Fiduciary Partners, LLC
DECREASED
Shares681 from 693
Change-12 (-2%)
Value$503.8K (-$6.5K)
Filed 2026-10-14
SevenBridge Financial Group, LLC
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$488.5K (-$3.7K)
Filed 2026-10-26
Veltria Advisors Corp.
INCREASED
Shares679 from 656
Change+23 (+4%)
Value$502.3K (+$19.2K)
Filed 2026-11-05
LMG Wealth Partners, LLC
INCREASED
Shares678 from 545
Change+133 (+24%)
Value$501.8K (+$100.3K)
Filed 2026-11-05
Tandem Capital Management Corp
UNCHANGED
Shares678 from 678
Change0 (0%)
Value$501.6K (+$2.3K)
Filed 2026-10-22
Elser Financial Planning, Inc
UNCHANGED
Shares676 from 676
Change0 (0%)
Value$500.2K (+$2.3K)
Filed 2026-10-16
Veratis Advisors, Inc.
DECREASED
Shares675 from 688
Change-13 (-2%)
Value$499.9K (-$6.6K)
Filed 2026-11-03
Solutions 4 Wealth, Ltd
DECREASED
Shares675 from 686
Change-11 (-2%)
Value$499.2K (-$5.6K)
Filed 2026-11-03
Foundry Financial LLC
DECREASED
Shares673 from 727
Change-54 (-7%)
Value$498.0K (-$37.7K)
Filed 2026-10-16
Udine Wealth Management, Inc.
INCREASED
Shares672 from 651
Change+21 (+3%)
Value$497.1K (+$17.7K)
Filed 2026-10-23
Altura Wealth Advisors Inc.
DECREASED
Shares672 from 685
Change-13 (-2%)
Value$496.9K (-$7.9K)
Filed 2026-10-22
Elevated Financial Group LLC
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$495.6K (+$2.3K)
Filed 2026-10-16
Lexington Hill Partners, LLC
NEW
Shares669
Change+669
Value$494.9K
Filed 2026-10-13
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares667 from 746
Change-79 (-11%)
Value$493.5K (-$55.9K)
Filed 2026-10-20
Carnegie Lake Advisors LLC
DECREASED
Shares664 from 732
Change-68 (-9%)
Value$491.2K (-$47.8K)
Filed 2026-11-06
Mengis Capital Management, Inc.
DECREASED
Shares662 from 685
Change-23 (-3%)
Value$489.7K (-$14.7K)
Filed 2026-10-13
Quadrant Capital Group LLC
INCREASED
Shares662 from 660
Change+2 (+0%)
Value$492.5K (+$6.2K)
Filed 2026-10-20
Phillips Financial Management, LLC
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$490.0K (+$2.2K)
Filed 2026-10-19
Orgel Wealth Management, LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$488.5K (+$2.2K)
Filed 2026-10-14
Washington Trust Advisors, Inc.
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$488.2K (+$2.2K)
Filed 2026-10-22
tru Independence LLC
INCREASED
Shares658 from 630
Change+28 (+4%)
Value$486.8K (+$23.0K)
Filed 2026-10-20
Kuhn & Co Investment Counsel
INCREASED
Shares657 from 433
Change+224 (+52%)
Value$486.3K (+$167.2K)
Filed 2026-10-29
Hopwood Financial Services, Inc.
UNCHANGED
Shares657 from 657
Change0 (0%)
Value$485.9K (+$2.2K)
Filed 2026-10-29
marrick wealth, LLC
DECREASED
Shares656 from 696
Change-40 (-6%)
Value$485.3K (-$27.2K)
Filed 2026-10-20
Madden Securities Corp
UNCHANGED
Shares653 from 653
Change0 (0%)
Value$483.1K (+$2.2K)
Filed 2026-10-27
Letson Investment Management, Inc.
UNCHANGED
Shares652 from 652
Change0 (0%)
Value$482.4K (+$2.2K)
Filed 2026-11-05
Santori & Peters, Inc.
INCREASED
Shares651 from 649
Change+2 (+0%)
Value$481.3K (+$3.0K)
Filed 2026-10-26
Matisse Capital
INCREASED
Shares651 from 650
Change+1 (+0%)
Value$481.9K (+$3.0K)
Filed 2026-10-29
Sloy Dahl & Holst, LLC
DECREASED
Shares650 from 655
Change-5 (-1%)
Value$480.9K (-$1.5K)
Filed 2026-10-14
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares650 from 649
Change+1 (+0%)
Value$480.8K (+$2.8K)
Filed 2026-10-28
LCM Capital Management Inc
DECREASED
Shares649 from 656
Change-7 (-1%)
Value$480.1K (-$3.2K)
Filed 2026-10-20
Edgemoor Investment Advisors, Inc.
INCREASED
Shares649 from 647
Change+2 (+0%)
Value$480.1K (+$3.7K)
Filed 2026-11-03
Tufton Capital Management
UNCHANGED
Shares649 from 649
Change0 (0%)
Value$480 (-$477.5K)
Filed 2026-10-20
Sutton Place Investors LLC
UNCHANGED
Shares649 from 649
Change0 (0%)
Value$480.1K (+$2.2K)
Filed 2026-10-20
Churchill Financial Advisors, LLC
INCREASED
Shares648 from 515
Change+133 (+26%)
Value$479.4K (+$100.1K)
Filed 2026-10-20
Investment Insight Wealth Management, LLC
INCREASED
Shares647 from 577
Change+70 (+12%)
Value$478.4K (+$53.8K)
Filed 2026-10-30
Rare Wolf Capital LLC
UNCHANGED
Shares647 from 647
Change0 (0%)
Value$478.6K (+$2.2K)
Filed 2026-10-20
New Hampshire Trust
UNCHANGED
Shares646 from 646
Change0 (0%)
Value$477.9K (+$2.2K)
Filed 2026-10-20
Rise Advisors, LLC
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$477.5K (+$2.7K)
Filed 2026-10-16
Altiora Financial Group, LLC
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$477.4K (+$2.3K)
Filed 2026-11-04
IronBridge Private Wealth, LLC
NEW
Shares644
Change+644
Value$476.1K
Filed 2026-11-03
GK Wealth Management LLC
DECREASED
Shares643 from 827
Change-184 (-22%)
Value$476.0K (-$133.9K)
Filed 2026-10-09
Hunter Associates Investment Management LLC
INCREASED
Shares643 from 631
Change+12 (+2%)
Value$476.0K (+$12.0K)
Filed 2026-10-26
Kingsman Wealth Management, Inc.
INCREASED
Shares642 from 582
Change+60 (+10%)
Value$474.9K (+$46.1K)
Filed 2026-10-13
Adell Harriman & Carpenter Inc
INCREASED
Shares642 from 600
Change+42 (+7%)
Value$475.4K (+$33.1K)
Filed 2026-11-02
RKL Wealth Management LLC
INCREASED
Shares641 from 584
Change+57 (+10%)
Value$474.2K (+$44.1K)
Filed 2026-10-16
Friedenthal Financial
NEW
Shares640
Change+640
Value$473.5K
Filed 2026-10-27
Downshift Financial, LLC
INCREASED
Shares640 from 595
Change+45 (+8%)
Value$473.3K (+$35.3K)
Filed 2026-10-13
Matthew Goff Investment Advisor, LLC
DECREASED
Shares637 from 706
Change-69 (-10%)
Value$471.2K (-$48.7K)
Filed 2026-10-13
Trueblood Wealth Management, LLC
INCREASED
Shares636 from 635
Change+1 (+0%)
Value$470.3K (+$2.5K)
Filed 2026-10-23
Cranbrook Wealth Management, LLC
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$470.5K (+$2.1K)
Filed 2026-10-28
Next Level Wealth Planning, LLC
DECREASED
Shares635 from 637
Change-2 (0%)
Value$469.5K (+$786)
Filed 2026-10-29
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$468.3K (+$2.1K)
Filed 2026-10-14
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$468.2K (+$2.2K)
Filed 2026-10-23
Clearwave Capital, LLC
INCREASED
Shares631 from 628
Change+3 (+0%)
Value$466.5K (+$3.7K)
Filed 2026-10-27
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$466.8K (+$2.1K)
Filed 2026-10-23
KTF Investments, LLC
DECREASED
Shares630 from 637
Change-7 (-1%)
Value$466.1K (-$3.0K)
Filed 2026-10-23
Signature Resources Capital Management, LLC
INCREASED
Shares630 from 629
Change+1 (+0%)
Value$466.1K (+$2.9K)
Filed 2026-10-16
Vista Investment Partners II, LLC
DECREASED
Shares629 from 1,353
Change-724 (-54%)
Value$465.3K (-$531.0K)
Filed 2026-10-15
Etesian Wealth Advisors, Inc.
INCREASED
Shares629 from 513
Change+116 (+23%)
Value$465.3K (+$87.5K)
Filed 2026-10-27
Evermay Wealth Management LLC
DECREASED
Shares629 from 683
Change-54 (-8%)
Value$465.3K (-$37.6K)
Filed 2026-11-05
Ethic Inc.
INCREASED
Shares628 from 520
Change+108 (+21%)
Value$464.6K (+$81.6K)
Filed 2026-11-03
Strategic Point Investment Advisors, LLC
DECREASED
Shares626 from 649
Change-23 (-4%)
Value$463.1K (-$14.8K)
Filed 2026-10-29
Missouri Trust & Investment Co
DECREASED
Shares625 from 845
Change-220 (-26%)
Value$462.4K (-$119.0K)
Filed 2026-11-04
Single Point Partners, LLC
DECREASED
Shares624 from 626
Change-2 (0%)
Value$461.6K (+$630)
Filed 2026-10-19
Independent Investors Inc
INCREASED
Shares623 from 383
Change+240 (+63%)
Value$460.9K (+$178.8K)
Filed 2026-10-30
First Hawaiian Bank
DECREASED
Shares623 from 689
Change-66 (-10%)
Value$460.9K (-$46.5K)
Filed 2026-10-14
True Link Financial Advisors, LLC
INCREASED
Shares621 from 491
Change+130 (+26%)
Value$459.2K (+$97.8K)
Filed 2026-10-27
1834 Investment Advisors Co
INCREASED
Shares620 from 427
Change+193 (+45%)
Value$458.7K (+$144.2K)
Filed 2026-10-16
Navigate Wealth Management, LLC
INCREASED
Shares620 from 611
Change+9 (+1%)
Value$466.1K (+$41.1K)
Filed 2026-10-14
Yankcom Partnership
DECREASED
Shares619 from 741
Change-122 (-16%)
Value$457.9K (-$87.8K)
Filed 2026-10-15
CMH Wealth Management LLC
DECREASED
Shares616 from 651
Change-35 (-5%)
Value$456.2K (-$23.8K)
Filed 2026-10-22
Focus Wealth Advisors, LLC
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$455.0K (+$2.1K)
Filed 2026-10-14
Founders Grove Wealth Partners, LLC
INCREASED
Shares612 from 604
Change+8 (+1%)
Value$452.9K (+$8.1K)
Filed 2026-10-16
New England Professional Planning Group Inc.
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$452.0K (+$2.1K)
Filed 2026-10-29
CGC Financial Services, LLC
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$452.0K (+$2.1K)
Filed 2026-10-13
Mtco Ltd.
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$452.0K (+$2.1K)
Filed 2026-10-08
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$451.3K (+$2.1K)
Filed 2026-11-06
Clean Yield Group
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$451.3K (+$2.1K)
Filed 2026-10-28
Braun-Bostich & Associates Inc.
DECREASED
Shares609 from 614
Change-5 (-1%)
Value$450.5K (-$1.6K)
Filed 2026-10-20
Berman McAleer LLC
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$450.5K (+$2.1K)
Filed 2026-10-16
Glass Wealth Management Co LLC
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$450.2K (+$2.1K)
Filed 2026-10-28
Capstone Wealth Management Group, Inc.
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$448.5K (+$2.1K)
Filed 2026-10-19
TriaGen Wealth Management LLC
INCREASED
Shares605 from 553
Change+52 (+9%)
Value$447.6K (+$40.3K)
Filed 2026-10-14
Harbour Capital Advisors, LLC
INCREASED
Shares605 from 575
Change+30 (+5%)
Value$447.6K (+$30.4K)
Filed 2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares602 from 287
Change+315 (+110%)
Value$445.5K (+$233.9K)
Filed 2026-10-28
RBA Wealth Management, LLC
INCREASED
Shares601 from 566
Change+35 (+6%)
Value$444.6K (+$27.8K)
Filed 2026-10-28
West Wealth Group, LLC
INCREASED
Shares600 from 598
Change+2 (+0%)
Value$443.6K (+$2.5K)
Filed 2026-10-14
Forza Wealth Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$443.9K (+$2.0K)
Filed 2026-10-20
FinDec Wealth Services, Inc.
INCREASED
Shares599 from 288
Change+311 (+108%)
Value$443.2K (+$231.2K)
Filed 2026-10-30
PTM Wealth Management, LLC
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$454.4K (+$45.1K)
Filed 2026-10-23
Rodgers & Associates, LTD
UNCHANGED
Shares597 from 597
Change0 (0%)
Value$441.9K (+$2.0K)
Filed 2026-10-20
Peak Wealth Management LLC
DECREASED
Shares592 from 687
Change-95 (-14%)
Value$424.6K (-$81.5K)
Filed 2026-10-26
ARK & TLK Investments, LLC
DECREASED
Shares592 from 628
Change-36 (-6%)
Value$437.9K (-$24.5K)
Filed 2026-10-20
Interchange Capital Partners, LLC
UNCHANGED
Shares592 from 592
Change0 (0%)
Value$437.9K (+$2.0K)
Filed 2026-10-28
City State Bank
UNCHANGED
Shares592 from 592
Change0 (0%)
Value$437.9K (+$2.0K)
Filed 2026-10-20
LifeWealth Investments, LLC
DECREASED
Shares591 from 660
Change-69 (-10%)
Value$437.2K (-$48.8K)
Filed 2026-10-21
Baldwin Wealth Partners LLC
INCREASED
Shares589 from 531
Change+58 (+11%)
Value$435.7K (+$44.7K)
Filed 2026-10-13
Southern Financial Group, LLC
INCREASED
Shares585 from 522
Change+63 (+12%)
Value$433.2K (+$48.7K)
Filed 2026-10-30
Integris Wealth Management, LLC
INCREASED
Shares584 from 579
Change+5 (+1%)
Value$432.1K (+$5.7K)
Filed 2026-10-14
North Berkeley Wealth Management, LLC
INCREASED
Shares584 from 583
Change+1 (+0%)
Value$432.0K (+$2.7K)
Filed 2026-11-02
Creative Capital Management Investments LLC
INCREASED
Shares583 from 528
Change+55 (+10%)
Value$431.3K (+$42.5K)
Filed 2026-10-28
Laurel Wealth Advisors LLC
INCREASED
Shares582 from 575
Change+7 (+1%)
Value$430.6K (+$7.1K)
Filed 2026-10-27
Trinity Financial Advisors LLC
DECREASED
Shares574 from 623
Change-49 (-8%)
Value$424.7K (-$34.9K)
Filed 2026-10-09
CLG LLC
DECREASED
Shares571 from 726
Change-155 (-21%)
Value$422.4K (-$112.0K)
Filed 2026-10-13
Worth Financial Advisory Group, LLC
DECREASED
Shares571 from 607
Change-36 (-6%)
Value$422.3K (-$25.0K)
Filed 2026-10-19
Hidden Cove Wealth Management, LLC
DECREASED
Shares571 from 572
Change-1 (0%)
Value$422.4K (+$1.2K)
Filed 2026-10-19
Summit Investment Advisory Services, LLC
INCREASED
Shares570 from 515
Change+55 (+11%)
Value$421.4K (+$42.5K)
Filed 2026-11-03
Elevate Wealth Advisory, Inc
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$421.4K (+$1.9K)
Filed 2026-10-29
Clear Investment Research, LLC
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$420.9K (+$1.9K)
Filed 2026-11-06
Gallacher Capital Management LLC
DECREASED
Shares566 from 774
Change-208 (-27%)
Value$419.1K (-$150.6K)
Filed 2026-10-30
Bishop & Co Investment Management, LLC
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$418.7K (+$1.9K)
Filed 2026-11-05
Portus Wealth Advisors, LLC
DECREASED
Shares565 from 593
Change-28 (-5%)
Value$418.1K (-$18.7K)
Filed 2026-10-13
Demars Financial Group, LLC
NEW
Shares561
Change+561
Value$414.6K
Filed 2026-10-22
First American Bank
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$414.3K (+$1.9K)
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
INCREASED
Shares557 from 556
Change+1 (+0%)
Value$411.8K (+$2.1K)
Filed 2026-10-15
Wheels Up Wealth, Inc.
UNCHANGED
Shares557 from 557
Change0 (0%)
Value$412.3K (+$1.9K)
Filed 2026-10-27
Northern Lights Advisors, Inc.
NEW
Shares555
Change+555
Value$410.8K
Filed 2026-10-21
IMZ Advisory Inc
INCREASED
Shares555 from 554
Change+1 (+0%)
Value$410.4K (+$2.2K)
Filed 2026-11-03
DMC Group, LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$410.6K (+$1.9K)
Filed 2026-10-26
Verus Financial Partners, Inc.
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$409.1K (+$1.9K)
Filed 2026-10-29
Carlson Financial, Inc.
DECREASED
Shares552 from 579
Change-27 (-5%)
Value$408.7K (-$17.8K)
Filed 2026-11-05
Burkett Financial Services, LLC
INCREASED
Shares551 from 550
Change+1 (+0%)
Value$407.6K (+$2.3K)
Filed 2026-10-01
Constitution Capital LLC
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$407.6K (+$1.9K)
Filed 2026-10-23
Shaker Financial Services, LLC
UNCHANGED
Shares549 from 549
Change0 (0%)
Value$406.5K (+$1.8K)
Filed 2026-10-14
Gainplan LLC
DECREASED
Shares548 from 668
Change-120 (-18%)
Value$405.4K (-$86.5K)
Filed 2026-10-09
Grandfield & Dodd, LLC
DECREASED
Shares547 from 628
Change-81 (-13%)
Value$404.7K (-$57.8K)
Filed 2026-10-29
Weaver Capital Management LLC
DECREASED
Shares547 from 551
Change-4 (-1%)
Value$404.4K (+$86.6K)
Filed 2026-10-15
Hurley Capital, LLC
DECREASED
Shares546 from 561
Change-15 (-3%)
Value$404.3K (-$8.7K)
Filed 2026-11-05
Cidel Asset Management Inc
INCREASED
Shares545 from 460
Change+85 (+18%)
Value$403.2K (+$64.4K)
Filed 2026-10-29
Financial Security Advisor, Inc.
DECREASED
Shares543 from 567
Change-24 (-4%)
Value$402.2K (-$15.2K)
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares542
Change+542
Value$401.3K
Filed 2026-10-27
Canandaigua National Trust Co of Florida
NEW
Shares541
Change+541
Value$400.2K
Filed 2026-10-07
Measured Risk Portfolios, Inc.
INCREASED
Shares541 from 524
Change+17 (+3%)
Value$400.2K (+$14.3K)
Filed 2026-10-21
SilverOak Wealth Management LLC
INCREASED
Shares540 from 514
Change+26 (+5%)
Value$399.7K (+$21.0K)
Filed 2026-10-29
Lutz Financial Services LLC
UNCHANGED
Shares539 from 539
Change0 (0%)
Value$398.7K (+$1.8K)
Filed 2026-11-06
Private Management Group Inc
DECREASED
Shares538 from 900
Change-362 (-40%)
Value$397.7K (-$264.8K)
Filed 2026-11-04
Capital City Trust Co
INCREASED
Shares538 from 303
Change+235 (+78%)
Value$398.0K (+$174.9K)
Filed 2026-10-22
Asset Management One Co., Ltd.
DECREASED
Shares537 from 808
Change-271 (-34%)
Value$397.3K (-$197.8K)
Filed 2026-10-27
Adkins Seale Capital Management LLC
DECREASED
Shares534 from 584
Change-50 (-9%)
Value$395.0K (-$35.0K)
Filed 2026-10-27
DDD Partners, LLC
INCREASED
Shares534 from 530
Change+4 (+1%)
Value$395.2K (+$4.8K)
Filed 2026-11-02
Shakespeare Wealth Management, LLC
DECREASED
Shares533 from 542
Change-9 (-2%)
Value$394.1K (-$5.3K)
Filed 2026-10-28
Financial Counselors Inc
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$394.3K (+$1.8K)
Filed 2026-10-22
Clay Northam Wealth Management, LLC
UNCHANGED
Shares533 from 533
Change0 (0%)
Value$394.3K (+$1.8K)
Filed 2026-10-13
Jacobs & Co
UNCHANGED
Shares532 from 532
Change0 (0%)
Value$393 (+$2)
Filed 2026-10-09
WBI Investments, LLC
DECREASED
Shares530 from 4,842
Change-4,312 (-89%)
Value$392.0K (-$3.2M)
Filed 2026-11-05
Clarity Retirement & Wealth, LLC
DECREASED
Shares530 from 546
Change-16 (-3%)
Value$392.1K (-$10.0K)
Filed 2026-11-04
Rede Wealth, LLC
DECREASED
Shares529 from 564
Change-35 (-6%)
Value$391.1K (-$24.2K)
Filed 2026-10-22
Olistico Wealth, LLC
INCREASED
Shares529 from 517
Change+12 (+2%)
Value$391.5K (+$10.6K)
Filed 2026-10-05
Flagstone Financial Management
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$387.6K (+$1.8K)
Filed 2026-11-05
Whalen Wealth Management Inc.
NEW
Shares523
Change+523
Value$387.0K
Filed 2026-10-08
Auxano Advisors, LLC
DECREASED
Shares523 from 552
Change-29 (-5%)
Value$386.7K (-$19.6K)
Filed 2026-11-06
Bull Oak Capital, LLC
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$386.9K (+$1.8K)
Filed 2026-10-23
Providence First Trust Co
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$386.9K (+$1.8K)
Filed 2026-11-02
Congress Asset Management Co
INCREASED
Shares522 from 395
Change+127 (+32%)
Value$386.0K (+$94.9K)
Filed 2026-10-06
Legacy Wealth Management, LLC
INCREASED
Shares522 from 513
Change+9 (+2%)
Value$385.8K (+$8.4K)
Filed 2026-10-22
Martel Wealth Advisors LLC
NEW
Shares520
Change+520
Value$384.7K
Filed 2026-10-14
Nestegg Advisors, Inc.
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$384.7K (+$1.5K)
Filed 2026-10-21
Wingate Wealth Advisors, Inc.
INCREASED
Shares518 from 511
Change+7 (+1%)
Value$383.0K (+$6.9K)
Filed 2026-10-26
Shearwater Capital LLC
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$383.2K (+$1.7K)
Filed 2026-10-13
Wheelhouse Advisory Group LLC
INCREASED
Shares517 from 345
Change+172 (+50%)
Value$382.6K (+$128.8K)
Filed 2026-10-20
Vaughan & Co Securities, Inc.
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$381.7K (+$1.7K)
Filed 2026-10-23
Clarity Wealth Development LLC
DECREASED
Shares515 from 560
Change-45 (-8%)
Value$381.1K (-$31.4K)
Filed 2026-10-22
Oliver Luxxe Assets LLC
DECREASED
Shares515 from 540
Change-25 (-5%)
Value$381.1K (-$16.6K)
Filed 2026-10-14
Stewardship Concepts Financial Services LLC
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$379.4K (+$1.7K)
Filed 2026-10-06
W Advisors, LLC
NEW
Shares512
Change+512
Value$378.9K
Filed 2026-11-02
Aull & Monroe Investment Management Corp
DECREASED
Shares512 from 620
Change-108 (-17%)
Value$378.8K (-$77.8K)
Filed 2026-10-16
Investment Management Trust, LLC
INCREASED
Shares512 from 437
Change+75 (+17%)
Value$379.1K (+$57.3K)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
INCREASED
Shares511 from 454
Change+57 (+13%)
Value$378.1K (+$43.8K)
Filed 2026-11-02
Delta Financial Advisors LLC
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$378.0K (+$1.7K)
Filed 2026-10-27
First County Bank
INCREASED
Shares509 from 489
Change+20 (+4%)
Value$376.5K (+$16.4K)
Filed 2026-10-13
Hudson Capital Management LLC
DECREASED
Shares509 from 512
Change-3 (-1%)
Value$376.5K (-$494)
Filed 2026-10-20
Elyxium Wealth, LLC
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$376.8K (+$1.8K)
Filed 2026-10-27
Wealth Management Resources, Inc.
INCREASED
Shares508 from 507
Change+1 (+0%)
Value$375.5K (+$2.0K)
Filed 2026-10-21
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares508 from 508
Change0 (0%)
Value$375.8K (+$1.7K)
Filed 2026-10-22
DWR Wealth Management, LLC
DECREASED
Shares504 from 682
Change-178 (-26%)
Value$372.2K (-$121.9K)
Filed 2026-10-13
Burford Brothers, Inc.
INCREASED
Shares504 from 464
Change+40 (+9%)
Value$372.8K (+$31.1K)
Filed 2026-10-21
Mosley Wealth Management
DECREASED
Shares504 from 506
Change-2 (0%)
Value$366.9K (-$5.7K)
Filed 2026-10-16
Vision Capital Management, Inc.
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$372.7K (+$1.7K)
Filed 2026-10-20
G2 Capital Management, LLC / OH
UNCHANGED
Shares503 from 503
Change0 (0%)
Value$372.1K (+$1.7K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED
Shares502 from 346
Change+156 (+45%)
Value$371.3K (+$116.4K)
Filed 2026-10-26
EnRich Financial Partners LLC
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$367.7K (+$1.7K)
Filed 2026-10-21
Postrock Partners LLC
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$367.7K (+$1.7K)
Filed 2026-11-02
Puff Wealth Management, LLC
DECREASED
Shares495 from 632
Change-137 (-22%)
Value$365.8K (-$99.4K)
Filed 2026-10-07
Holos Integrated Wealth LLC
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$355.4K (+$4.5K)
Filed 2026-10-23
Whitcomb & Hess, Inc.
DECREASED
Shares494 from 496
Change-2 (0%)
Value$365.4K (+$192)
Filed 2026-10-07
Essential Investment Partners LLC
NEW
Shares493
Change+493
Value$364.8K
Filed 2026-10-27
Centerpoint Advisors, LLC
DECREASED
Shares493 from 574
Change-81 (-14%)
Value$365.0K (-$58.0K)
Filed 2026-11-05
Impact Capital Partners LLC
INCREASED
Shares491 from 350
Change+141 (+40%)
Value$363.2K (+$105.5K)
Filed 2026-10-22
Capital Square, LLC
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$361.8K (+$7.0K)
Filed 2026-10-19
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares486 from 419
Change+67 (+16%)
Value$359.9K (+$51.0K)
Filed 2026-10-15
Cooper Capital Advisors LLC
INCREASED
Shares486 from 459
Change+27 (+6%)
Value$359.6K (+$21.7K)
Filed 2026-10-29
Abacus Wealth Partners, LLC
DECREASED
Shares485 from 1,505
Change-1,020 (-68%)
Value$358.8K (-$749.5K)
Filed 2026-11-03
Kelly Financial Services LLC
INCREASED
Shares485 from 466
Change+19 (+4%)
Value$358.6K (+$15.5K)
Filed 2026-10-20
Gemmer Asset Management LLC
NEW
Shares484
Change+484
Value$358.2K
Filed 2026-10-16
Platt Wealth Management LLC
INCREASED
Shares484 from 375
Change+109 (+29%)
Value$358.0K (+$82.0K)
Filed 2026-11-04
Piedmont Capital Management, LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$356.6K (+$1.6K)
Filed 2026-10-21
Seneca Financial Advisors LLC
UNCHANGED
Shares479 from 479
Change0 (0%)
Value$354.4K (+$1.6K)
Filed 2026-10-28
Townsend & Associates, Inc
INCREASED
Shares476 from 456
Change+20 (+4%)
Value$338.1K (+$20.5K)
Filed 2026-10-23
One Advisory Partners, LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$352.4K (+$1.6K)
Filed 2026-10-22
LWM Advisors Inc
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$352.2K (+$1.6K)
Filed 2026-10-08
ForthRight Wealth Management, LLC
DECREASED
Shares475 from 483
Change-8 (-2%)
Value$351.6K (-$4.2K)
Filed 2026-11-06
Stordahl Capital Management, Inc.
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$350.7K (+$1.6K)
Filed 2026-10-22
EagleClaw Capital Managment, LLC
DECREASED
Shares473 from 720
Change-247 (-34%)
Value$349.9K (-$180.3K)
Filed 2026-11-06
Carmel Capital Partners, LLC
NEW
Shares472
Change+472
Value$349.2K
Filed 2026-11-03
Stirlingshire Investments, Inc.
INCREASED
Shares472 from 363
Change+109 (+30%)
Value$349.6K (+$82.1K)
Filed 2026-11-05
3Chopt Investment Partners, LLC
UNCHANGED
Shares471 from 471
Change0 (0%)
Value$348.8K (+$1.6K)
Filed 2026-10-30
Gould Asset Management LLC
DECREASED
Shares470 from 500
Change-30 (-6%)
Value$347.7K (-$20.5K)
Filed 2026-11-06
Sage Rhino Capital LLC
INCREASED
Shares469 from 458
Change+11 (+2%)
Value$346.7K (+$9.5K)
Filed 2026-10-28
Fund Evaluation Group, LLC
NEW
Shares468
Change+468
Value$346.2K
Filed 2026-11-05
United Financial Planning Group LLC
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$345.5K (+$1.6K)
Filed 2026-11-04
Marest Capital, LLC
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$346.1K (+$2.0K)
Filed 2026-10-23
Seven Mile Advisory
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$345.5K (+$1.6K)
Filed 2026-10-22
Ballast, Inc.
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$344.7K (+$1.6K)
Filed 2026-10-20
Corrado Advisors, LLC
INCREASED
Shares464 from 454
Change+10 (+2%)
Value$343.3K (+$9.0K)
Filed 2026-10-27
Brian LOW Financial Group, LLC
NEW
Shares462
Change+462
Value$342.1K
Filed 2026-10-28
Sendero Wealth Management, LLC
DECREASED
Shares461 from 583
Change-122 (-21%)
Value$341.0K (-$88.3K)
Filed 2026-10-14
ACT Wealth Management, LLC
INCREASED
Shares459 from 402
Change+57 (+14%)
Value$339.8K (+$43.8K)
Filed 2026-10-09
Leisure Capital Management
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$338.8K (+$1.5K)
Filed 2026-11-03
Bauman Advisory Group, LLC
INCREASED
Shares456 from 276
Change+180 (+65%)
Value$337.0K (+$133.6K)
Filed 2026-10-29
Premier Path Wealth Partners, LLC
INCREASED
Shares456 from 442
Change+14 (+3%)
Value$337.6K (+$12.2K)
Filed 2026-10-16
Palatine Hill Wealth Management, LLC
INCREASED
Shares455 from 445
Change+10 (+2%)
Value$336.6K (+$8.9K)
Filed 2026-11-03
Allied Investment Advisors, LLC
INCREASED
Shares452 from 396
Change+56 (+14%)
Value$334.4K (+$42.8K)
Filed 2026-10-13
Yardley Wealth Management LLC
INCREASED
Shares451 from 440
Change+11 (+3%)
Value$333.5K (+$9.2K)
Filed 2026-10-23
Prosperity Advisers, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$333.2K (+$1.5K)
Filed 2026-10-28
RS Crum Inc.
INCREASED
Shares449 from 447
Change+2 (+0%)
Value$332.0K (+$2.5K)
Filed 2026-10-19
Hilton Head Capital Partners, LLC
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$331.4K (+$1.5K)
Filed 2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$331.4K (+$1.5K)
Filed 2026-10-07
Dupree Financial Group, LLC
DECREASED
Shares447 from 6,534
Change-6,087 (-93%)
Value$330.7K (-$4.5M)
Filed 2026-10-09
Stone House Investment Management, LLC
INCREASED
Shares447 from 333
Change+114 (+34%)
Value$330.9K (+$85.5K)
Filed 2026-10-23
Johnson Bixby & Associates, LLC
DECREASED
Shares447 from 515
Change-68 (-13%)
Value$330.6K (-$48.6K)
Filed 2026-10-14
First Pacific Financial
DECREASED
Shares447 from 452
Change-5 (-1%)
Value$330.5K (-$2.1K)
Filed 2026-10-14
Studio Investment Management LLC
DECREASED
Shares446 from 486
Change-40 (-8%)
Value$330.2K (-$28.0K)
Filed 2026-10-22
Equity Wealth Partners, LLC
INCREASED
Shares444 from 442
Change+2 (+0%)
Value$328.5K (+$3.3K)
Filed 2026-10-26
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares443 from 477
Change-34 (-7%)
Value$328.0K (-$23.2K)
Filed 2026-10-16
GEM Asset Management, LLC
DECREASED
Shares442 from 477
Change-35 (-7%)
Value$327.3K (-$23.9K)
Filed 2026-10-13
Rubicon Advisors, GP
NEW
Shares441
Change+441
Value$326.4K
Filed 2026-10-23
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares440 from 371
Change+69 (+19%)
Value$325.8K (+$52.6K)
Filed 2026-10-09
Forbes J M & Co LLP
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$324.8K (+$1.5K)
Filed 2026-10-16
Castleview Partners, LLC
DECREASED
Shares438 from 447
Change-9 (-2%)
Value$324.6K (-$5.1K)
Filed 2026-10-09
Thoma Capital Management LLC
DECREASED
Shares436 from 479
Change-43 (-9%)
Value$322.7K (-$30.6K)
Filed 2026-10-19
Cap Partners, LLC
INCREASED
Shares436 from 409
Change+27 (+7%)
Value$322.2K (+$20.8K)
Filed 2026-10-19
Vestia Personal Wealth Advisors
NEW
Shares433
Change+433
Value$320.5K
Filed 2026-10-20
Certior Financial Group, LLC
DECREASED
Shares433 from 2,438
Change-2,005 (-82%)
Value$320.1K (-$1.5M)
Filed 2026-10-19
Sunpointe, LLC
DECREASED
Shares433 from 540
Change-107 (-20%)
Value$320.1K (-$77.9K)
Filed 2026-10-22
Western Reserve Capital Management, LLC
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$319.6K (+$1.5K)
Filed 2026-10-14
Austin Asset Management Co Inc
INCREASED
Shares431 from 327
Change+104 (+32%)
Value$318.8K (+$77.8K)
Filed 2026-10-29
Piscataqua Savings Bank
UNCHANGED
Shares431 from 431
Change0 (0%)
Value$318.8K (+$1.5K)
Filed 2026-10-21
Centennial Advisors, LLC
DECREASED
Shares430 from 508
Change-78 (-15%)
Value$318.1K (-$55.9K)
Filed 2026-10-21
Maltin Wealth Management, Inc.
INCREASED
Shares429 from 428
Change+1 (+0%)
Value$317.1K (+$1.7K)
Filed 2026-10-13
Investors Research Corp
INCREASED
Shares428 from 417
Change+11 (+3%)
Value$316.8K (+$9.7K)
Filed 2026-10-07
626 Financial, LLC
INCREASED
Shares427 from 409
Change+18 (+4%)
Value$316.0K (+$14.7K)
Filed 2026-11-04
Acute Investment Advisory, LLC
DECREASED
Shares427 from 440
Change-13 (-3%)
Value$315.9K (-$8.1K)
Filed 2026-10-16
ASL Financial, LLC
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$315.9K (+$1.4K)
Filed 2026-10-15
Integrated Capital Management, Inc.
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$315.9K (+$1.8K)
Filed 2026-10-09
Leverty Financial Group, LLC
DECREASED
Shares425 from 426
Change-1 (0%)
Value$314.4K (+$696)
Filed 2026-10-08
Phraction Management LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$314.4K (+$1.4K)
Filed 2026-10-14
Valley Brook Capital Group, Inc.
INCREASED
Shares424 from 318
Change+106 (+33%)
Value$313.7K (+$79.5K)
Filed 2026-10-26
Stone Loft Wealth Management LLC
DECREASED
Shares423 from 430
Change-7 (-2%)
Value$313.3K (+$4.3K)
Filed 2026-11-03
Mainstream Capital Management LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$312.9K (+$1.4K)
Filed 2026-10-23
Fidelis iM, LLC
NEW
Shares422
Change+422
Value$311.9K
Filed 2026-10-16
Old North State Wealth Management, LLC
INCREASED
Shares421 from 391
Change+30 (+8%)
Value$313.6K (+$23.5K)
Filed 2026-10-22
Gimbal Financial
INCREASED
Shares420 from 381
Change+39 (+10%)
Value$310.4K (+$30.2K)
Filed 2026-10-19
Middleton & Co Inc
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$310.7K (+$1.4K)
Filed 2026-10-23
SFI Advisors, LLC
DECREASED
Shares418 from 518
Change-100 (-19%)
Value$309.2K (-$72.2K)
Filed 2026-10-30
Hardworking Capital Advisors, LLC
DECREASED
Shares418 from 420
Change-2 (0%)
Value$309.2K (-$64)
Filed 2026-10-20
Level Wealth Management LLC
INCREASED
Shares416 from 312
Change+104 (+33%)
Value$308.1K (+$78.3K)
Filed 2026-10-23
Bell & Brown Wealth Advisors, LLC
INCREASED
Shares416 from 415
Change+1 (+0%)
Value$307.4K (+$1.6K)
Filed 2026-10-16
American Capital Advisory, LLC
INCREASED
Shares416 from 415
Change+1 (+0%)
Value$307.4K (+$1.6K)
Filed 2026-10-28
Independence Financial Advisors, LLC
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$308.0K (+$1.7K)
Filed 2026-10-08
Hughes Financial Services, LLC
INCREASED
Shares412 from 398
Change+14 (+4%)
Value$294.7K (+$1.6K)
Filed 2026-10-30
Staley Capital Advisers Inc
DECREASED
Shares412 from 416
Change-4 (-1%)
Value$304.8K (-$1.6K)
Filed 2026-11-06
Pacific Wealth Management
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$304.6K (+$1.4K)
Filed 2026-10-05
Sunburst Financial Group, LLC
DECREASED
Shares411 from 412
Change-1 (0%)
Value$304.0K (+$648)
Filed 2026-10-09
L.K. Benson & Company, P.C.
DECREASED
Shares410 from 558
Change-148 (-27%)
Value$303.3K (-$107.6K)
Filed 2026-10-23
Oasis Advisors, LLC
INCREASED
Shares410 from 321
Change+89 (+28%)
Value$302.8K (+$66.3K)
Filed 2026-10-16
Stage Harbor Financial, LLC
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$303.3K (+$1.4K)
Filed 2026-11-03
Human Investing LLC
DECREASED
Shares409 from 467
Change-58 (-12%)
Value$302.6K (-$41.3K)
Filed 2026-10-19
Baer Investment Advisory LLC
DECREASED
Shares408 from 426
Change-18 (-4%)
Value$301.8K (-$7.1K)
Filed 2026-10-13
Midwest Financial Network, LLC
DECREASED
Shares406 from 599
Change-193 (-32%)
Value$300.5K (-$140.3K)
Filed 2026-10-13
Elco Management Co., LLC
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$300.3K (+$1.3K)
Filed 2026-10-14
Orin Green Financial, LLC
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$300.3K (+$1.4K)
Filed 2026-10-19
Brighton Securities Corp.
NEW
Shares405
Change+405
Value$299.6K
Filed 2026-10-08
Park Edge Advisors, LLC
DECREASED
Shares404 from 431
Change-27 (-6%)
Value$298.7K (-$18.5K)
Filed 2026-10-28
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares404 from 399
Change+5 (+1%)
Value$298.9K (+$5.0K)
Filed 2026-10-13
Advus Financial Partners, LLC
INCREASED
Shares403 from 289
Change+114 (+39%)
Value$298.8K (+$85.9K)
Filed 2026-10-20
KOM Wealth Management Group, LLC
INCREASED
Shares403 from 301
Change+102 (+34%)
Value$297.8K (+$76.1K)
Filed 2026-10-15
Thompson Davis & Co., Inc.
INCREASED
Shares403 from 402
Change+1 (+0%)
Value$297.7K (+$1.7K)
Filed 2026-11-05
ARS Investment Partners, LLC
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$297.2K (+$1.4K)
Filed 2026-11-05
A&I Financial Services, LLC
NEW
Shares400
Change+400
Value$295.9K
Filed 2026-10-15
Mlp3, LLC
INCREASED
Shares400 from 325
Change+75 (+23%)
Value$295.9K (+$56.6K)
Filed 2026-10-22
CFC Planning Co LLC
INCREASED
Shares398 from 378
Change+20 (+5%)
Value$294.4K (+$16.1K)
Filed 2026-10-28
Vilga Financial Planning LLC
INCREASED
Shares392 from 278
Change+114 (+41%)
Value$290.3K (+$85.5K)
Filed 2026-10-09
AFG Fiduciary Services Limited Partnership
INCREASED
Shares391 from 336
Change+55 (+16%)
Value$291.0K (+$51.6K)
Filed 2026-10-21
Praetorian Wealth Management, Inc.
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$287.8K (+$1.3K)
Filed 2026-10-16
TFC Financial Management, Inc.
DECREASED
Shares388 from 389
Change-1 (0%)
Value$287.0K (+$773)
Filed 2026-10-26
Cassilly Financial Group LLC
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$286.2K (+$1.2K)
Filed 2026-10-07
Decision Investments, Inc
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$286.3K (+$1.3K)
Filed 2026-10-07
Skyline Advisors, Inc.
INCREASED
Shares385 from 384
Change+1 (+0%)
Value$284.6K (+$1.6K)
Filed 2026-11-03
Cedar Point Capital Partners, LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$284.8K (+$1.3K)
Filed 2026-10-29
Murphy Pohlad Asset Management LLC
NEW
Shares384
Change+384
Value$284.4K
Filed 2026-10-22
Quaker Wealth Management, LLC
DECREASED
Shares383 from 384
Change-1 (0%)
Value$283.4K (+$641)
Filed 2026-10-22
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares383 from 383
Change0 (0%)
Value$283.0K (+$1.0K)
Filed 2026-10-27
Strid Group, LLC
DECREASED
Shares380 from 388
Change-8 (-2%)
Value$281.1K (-$4.6K)
Filed 2026-10-28
Legacy Bridge, LLC
DECREASED
Shares379 from 380
Change-1 (0%)
Value$280.4K (+$541)
Filed 2026-10-28
Yoder Wealth Management, Inc.
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$280.4K (+$1.3K)
Filed 2026-10-13
Wise Wealth Partners
DECREASED
Shares378 from 2,225
Change-1,847 (-83%)
Value$279.7K (-$1.4M)
Filed 2026-10-14
Wealthcare Capital Management LLC
UNCHANGED
Shares378 from 378
Change0 (0%)
Value$279.6K (+$1.3K)
Filed 2026-10-21
Hager Investment Management Services, LLC
DECREASED
Shares377 from 388
Change-11 (-3%)
Value$278.9K (-$6.8K)
Filed 2026-11-04
North Forty Two & Co.
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$279.2K (+$1.3K)
Filed 2026-10-19
MV Capital Management, Inc.
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$277.4K (+$1.3K)
Filed 2026-10-29
Beacon Wealthcare LLC
DECREASED
Shares373 from 425
Change-52 (-12%)
Value$275.9K (-$37.0K)
Filed 2026-10-02
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares373 from 368
Change+5 (+1%)
Value$275.9K (+$4.9K)
Filed 2026-10-28
Shelton Wealth Management, LLC
NEW
Shares372
Change+372
Value$275.2K
Filed 2026-10-16
Lincoln Capital LLC
DECREASED
Shares372 from 373
Change-1 (0%)
Value$275.7K (+$1.3K)
Filed 2026-10-09
Brickley Wealth Management
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$275.2K (+$1.3K)
Filed 2026-11-04
Sterling Group Wealth Management, LLC
INCREASED
Shares371 from 333
Change+38 (+11%)
Value$274.5K (+$29.2K)
Filed 2026-11-03
5th Street Advisors, LLC
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$274.5K (+$1.3K)
Filed 2026-11-04
Cabot Wealth Management Inc
INCREASED
Shares370 from 367
Change+3 (+1%)
Value$273.7K (+$3.3K)
Filed 2026-11-05
Grand Central Investment Group
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$273.0K (+$1.2K)
Filed 2026-11-02
Gainline Financial Partners, LLC
NEW
Shares367
Change+367
Value$271.2K
Filed 2026-10-15
MW Advisory, LLC
INCREASED
Shares367 from 307
Change+60 (+20%)
Value$271.5K (+$45.4K)
Filed 2026-10-19
Boyd Wealth Management, LLC
NEW
Shares364
Change+364
Value$269.6K
Filed 2026-10-20
Weinberger Asset Management, Inc
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$269.6K (+$14.5K)
Filed 2026-10-28
Crescent Sterling, Ltd.
NEW
Shares363
Change+363
Value$268.5K
Filed 2026-10-16
PVG Asset Management Corp
DECREASED
Shares363 from 6,234
Change-5,871 (-94%)
Value$268.8K (-$4.3M)
Filed 2026-10-19
Mccarter Private Wealth Services LLC
INCREASED
Shares363 from 278
Change+85 (+31%)
Value$268.7K (+$63.8K)
Filed 2026-10-22
Nicholas Wealth, Llc.
INCREASED
Shares361 from 346
Change+15 (+4%)
Value$267.4K (+$12.5K)
Filed 2026-10-26
Stockman Wealth Management, Inc.
DECREASED
Shares361 from 373
Change-12 (-3%)
Value$267.1K (-$7.6K)
Filed 2026-10-27
Morling Financial Advisors, LLC
DECREASED
Shares359 from 376
Change-17 (-5%)
Value$265.7K (-$11.3K)
Filed 2026-10-28
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares358 from 137
Change+221 (+161%)
Value$264.8K (+$164.0K)
Filed 2026-10-20
Nordwand Advisors, LLC
INCREASED
Shares358 from 353
Change+5 (+1%)
Value$264.7K (+$4.9K)
Filed 2026-11-05
Coston, McIsaac & Partners
DECREASED
Shares357 from 360
Change-3 (-1%)
Value$264.3K (+$1.3K)
Filed 2026-11-06
Blossom Wealth Management
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$264.1K (+$1.2K)
Filed 2026-11-03
Scheeler Financial LLC
NEW
Shares356
Change+356
Value$263.4K
Filed 2026-10-13
Allstreet Capital Advisors LLC
DECREASED
Shares356 from 376
Change-20 (-5%)
Value$263.4K (-$13.5K)
Filed 2026-11-04
Financial Consulate, Inc
DECREASED
Shares356 from 360
Change-4 (-1%)
Value$263.6K (-$1.7K)
Filed 2026-10-23
Old Port Advisors
NEW
Shares355
Change+355
Value$262.6K
Filed 2026-10-23
Holland Advisory Services, Inc.
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$262.9K (+$1.3K)
Filed 2026-10-26
Waystone Advisors LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$261.4K ($0)
Filed 2026-10-16
LVW Advisors, LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$262.4K (+$1.3K)
Filed 2026-10-19
Dahring | Cusmano LLC
DECREASED
Shares353 from 413
Change-60 (-15%)
Value$261.4K (-$42.6K)
Filed 2026-11-03
St. Johns Investment Management Company, LLC
INCREASED
Shares353 from 352
Change+1 (+0%)
Value$260.9K (+$1.5K)
Filed 2026-10-30
Shum Financial Group, Inc.
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$261.1K (+$1.2K)
Filed 2026-10-13
Advisory Advocates, LLC
INCREASED
Shares352 from 321
Change+31 (+10%)
Value$260.4K (+$24.0K)
Filed 2026-11-05
Dominguez Wealth Management Solutions, Inc.
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$260.3K (+$1.3K)
Filed 2026-10-07
GKV Capital Management Co., Inc.
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$259.7K (+$1.2K)
Filed 2026-11-06
MB, Levis & Associates, LLC
INCREASED
Shares350 from 349
Change+1 (+0%)
Value$258.8K (+$1.5K)
Filed 2026-10-16
Wernau Asset Management Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$258.9K (+$1.2K)
Filed 2026-10-19
Wilkins Investment Counsel Inc
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$258.9K (+$1.2K)
Filed 2026-11-03
Marble Harbor Investment Counsel, LLC
DECREASED
Shares349 from 381
Change-32 (-8%)
Value$258.2K (-$22.3K)
Filed 2026-11-06
SMH Capital Advisors Inc
UNCHANGED
Shares349 from 349
Change0 (0%)
Value$258.1K (+$1.3K)
Filed 2026-10-29
Riverchase Wealth Management, LLC
DECREASED
Shares348 from 414
Change-66 (-16%)
Value$257.6K (-$47.4K)
Filed 2026-10-28
Ervin Investment Management, LLC
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$256.0K (+$1.2K)
Filed 2026-10-23
Cascade Investment Group, Inc.
DECREASED
Shares343 from 388
Change-45 (-12%)
Value$253.7K (-$32.0K)
Filed 2026-10-13
Summit Financial Consulting LLC
INCREASED
Shares342 from 298
Change+44 (+15%)
Value$253.0K (+$33.6K)
Filed 2026-10-15
Smallwood Wealth Investment Management, LLC
DECREASED
Shares341 from 360
Change-19 (-5%)
Value$252.4K (-$12.8K)
Filed 2026-10-30
Lifelong Wealth Advisors, Inc.
INCREASED
Shares341 from 323
Change+18 (+6%)
Value$252.4K (+$14.7K)
Filed 2026-10-19
Davidson Trust Co
INCREASED
Shares340 from 296
Change+44 (+15%)
Value$251.5K (+$33.5K)
Filed 2026-10-09
DB&C Advisors, LLC
INCREASED
Shares340 from 304
Change+36 (+12%)
Value$251.4K (+$27.9K)
Filed 2026-10-26
Portland Financial Advisors Inc
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$250.8K (+$1.1K)
Filed 2026-10-26
Detalus Advisors, LLC
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$250.8K (+$1.1K)
Filed 2026-10-15
JAG Capital Management, LLC
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$250.7K (+$1.3K)
Filed 2026-11-06
Bank of New Hampshire
DECREASED
Shares338 from 676
Change-338 (-50%)
Value$250.0K (-$247.8K)
Filed 2026-10-06
Level Financial Advisors
DECREASED
Shares336 from 362
Change-26 (-7%)
Value$248.9K (-$17.9K)
Filed 2026-10-13
SFE Investment Counsel
DECREASED
Shares335 from 379
Change-44 (-12%)
Value$247.8K (-$31.1K)
Filed 2026-10-29
Ethos Capital Management, Inc.
DECREASED
Shares335 from 364
Change-29 (-8%)
Value$247.8K (-$20.2K)
Filed 2026-11-03
KRS Capital Management, LLC
INCREASED
Shares335 from 333
Change+2 (+1%)
Value$247.8K (+$2.6K)
Filed 2026-10-16
Centennial Wealth Advisory LLC
INCREASED
Shares335 from 334
Change+1 (+0%)
Value$247.8K (+$1.9K)
Filed 2026-10-16
Copper Harbor Investment Advisors, LLC
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$247.1K (+$1.1K)
Filed 2026-10-16
Financial Harvest, LLC
UNCHANGED
Shares334 from 334
Change0 (0%)
Value$247.1K (+$1.1K)
Filed 2026-10-15
AGP Franklin, LLC
INCREASED
Shares332 from 329
Change+3 (+1%)
Value$245.6K (+$3.3K)
Filed 2026-11-04
KFG LLC
NEW
Shares331
Change+331
Value$244.9K
Filed 2026-11-02
Towerpoint Wealth, LLC
DECREASED
Shares331 from 741
Change-410 (-55%)
Value$244.7K (-$300.7K)
Filed 2026-10-13
Cache Advisors, LLC
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$244.9K (+$1.1K)
Filed 2026-10-16
Marion Wealth Management
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$245.0K (+$1.2K)
Filed 2026-10-22
Mallini Complete Financial Planning LLC
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$245.4K (+$1.3K)
Filed 2026-10-06
Cascade Investment Advisors, Inc.
NEW
Shares330
Change+330
Value$244.1K
Filed 2026-11-02
ROI Financial Advisors, LLC
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$241.2K (+$1.1K)
Filed 2026-10-19
Guilbault Capital LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$240.4K (+$1.1K)
Filed 2026-10-28
First National Bank Sioux Falls
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$240.4K (+$32.3K)
Filed 2026-10-13
Hoese & Co LLP
UNCHANGED
Shares324 from 324
Change0 (0%)
Value$239.7K (+$1.1K)
Filed 2026-10-21
Birch Hill Investment Advisors LLC
DECREASED
Shares323 from 326
Change-3 (-1%)
Value$239.1K (-$1.1K)
Filed 2026-10-16
Cypress Capital, LLC
DECREASED
Shares322 from 363
Change-41 (-11%)
Value$237.9K (-$29.7K)
Filed 2026-10-20
Hedeker Wealth, LLC
INCREASED
Shares322 from 319
Change+3 (+1%)
Value$238.2K (+$3.3K)
Filed 2026-10-23
Westco Advisory Services Inc
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$236.7K (+$1.1K)
Filed 2026-10-14
Tran Capital Management, L.P.
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$236.7K (+$1.1K)
Filed 2026-10-19
E6 Portfolios, LLC
DECREASED
Shares319 from 320
Change-1 (0%)
Value$235.9K (+$616)
Filed 2026-10-26
Voisard Asset Management Group, Inc.
INCREASED
Shares318 from 290
Change+28 (+10%)
Value$235.2K (+$21.7K)
Filed 2026-10-13
Royal Harbor Partners, LLC
INCREASED
Shares318 from 304
Change+14 (+5%)
Value$235.2K (+$11.4K)
Filed 2026-10-29
Verity Asset Management, Inc.
DECREASED
Shares316 from 333
Change-17 (-5%)
Value$233.9K (-$11.7K)
Filed 2026-10-30
Lebenthal Global Advisors, LLC
NEW
Shares315
Change+315
Value$233.1K
Filed 2026-10-28
Cullen Investment Group, Ltd.
INCREASED
Shares315 from 308
Change+7 (+2%)
Value$234.8K (+$8.2K)
Filed 2026-10-13
Fee-Only Financial Planning, L.C.
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$232.9K (+$1.1K)
Filed 2026-10-23
Robinswood Financial LLC
DECREASED
Shares311 from 355
Change-44 (-12%)
Value$223.4K (-$38.1K)
Filed 2026-10-20
Andrews Advisory Associates, LLC
INCREASED
Shares311 from 310
Change+1 (+0%)
Value$229.7K (+$1.1K)
Filed 2026-10-15
Chiron Capital Management, LLC
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$230.2K (+$1.0K)
Filed 2026-10-15
Wealth Advisors Northwest LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$229.3K (+$1.0K)
Filed 2026-10-29
JHP Wealth Management, LLC
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$228.5K (+$1.3K)
Filed 2026-11-06
Flagship Capital Management Inc.
INCREASED
Shares308 from 288
Change+20 (+7%)
Value$227.8K (+$15.8K)
Filed 2026-10-20
Rolek Wealth Management LLC
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$228.2K (+$1.0K)
Filed 2026-10-21
Pines Wealth Management, LLC
DECREASED
Shares307 from 678
Change-371 (-55%)
Value$227.1K (-$272.5K)
Filed 2026-10-21
Foundation Wealth Management, Llc\pa
NEW
Shares306
Change+306
Value$226.6K
Filed 2026-10-14
AdviceOne Advisory Services, LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$226.4K (+$1.0K)
Filed 2026-10-19
Norris Perne & French LLP
DECREASED
Shares305 from 390
Change-85 (-22%)
Value$225.7K (-$61.5K)
Filed 2026-10-23
Western Financial Corp
INCREASED
Shares305 from 298
Change+7 (+2%)
Value$225.4K (+$5.9K)
Filed 2026-10-14
Sentry LLC
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$225.6K (+$1.0K)
Filed 2026-10-30
Ascentis Wealth Management, LLC
INCREASED
Shares304 from 264
Change+40 (+15%)
Value$225.6K (+$31.2K)
Filed 2026-11-03
Builder Investment Group Inc
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$224.9K (+$1.0K)
Filed 2026-10-22
Shore Point Advisors, LLC
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$224.9K (+$1.1K)
Filed 2026-10-14
Spinnaker Investment Group, LLC
INCREASED
Shares302 from 300
Change+2 (+1%)
Value$223.3K (+$1.7K)
Filed 2026-10-13
Wealth Science Advisors LLC
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$223.4K (+$1.0K)
Filed 2026-10-09
Thor Investment Management Inc
NEW
Shares300
Change+300
Value$221.9K
Filed 2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED
Shares300 from 343
Change-43 (-13%)
Value$222.0K (-$30.7K)
Filed 2026-10-23
OAK Family Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$221.9K (+$1.0K)
Filed 2026-10-19
Flywheel Private Wealth LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$221.9K (+$1.0K)
Filed 2026-11-02
Willis Investment Counsel
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$221.9K (+$1.0K)
Filed 2026-10-20
Polaris Investment Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$221.9K (+$1.0K)
Filed 2026-10-20
Tillman Hartley LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$221.9K (+$1.0K)
Filed 2026-11-06
Community Bank & Trust, Waco, Texas
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$222 (-$220.8K)
Filed 2026-10-19
Mainsail Asset Management, LLC
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$227.3K (+$19.2K)
Filed 2026-10-14
Magnolia Wealth Management, LLC
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$221.2K (+$1.0K)
Filed 2026-10-16
Forbes Financial Planning, Inc.
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$220.5K (+$1.0K)
Filed 2026-10-23
Boomfish Wealth Group, LLC
NEW
Shares297
Change+297
Value$219.6K
Filed 2026-10-22
Vannoy Advisory Group, Inc.
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$219.0K (+$998)
Filed 2026-10-13
Eagle Bluffs Wealth Management LLC
DECREASED
Shares295 from 311
Change-16 (-5%)
Value$218.5K (-$10.9K)
Filed 2026-10-20
SRH Advisors, LLC
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$218.2K (+$994)
Filed 2026-10-22
Sound Financial Strategies Group, LLC
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$218.2K (+$994)
Filed 2026-10-30
Cornerstone Management, Inc.
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$218.2K (+$995)
Filed 2026-10-16
Insight 2811, Inc.
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$217.0K (+$1.2K)
Filed 2026-11-06
Straight Path Wealth Management
DECREASED
Shares292 from 407
Change-115 (-28%)
Value$216.0K (-$83.7K)
Filed 2026-10-23
Birchwood Financial Partners, Inc.
INCREASED
Shares292 from 278
Change+14 (+5%)
Value$215.8K (+$10.8K)
Filed 2026-11-02
McNaughton Wealth Management, LLC
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$216.0K (+$984)
Filed 2026-10-09
Mid-American Wealth Advisory Group, Inc.
NEW
Shares290
Change+290
Value$214.4K
Filed 2026-10-21
Svrn Asset Management, LLC
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$213.8K (+$974)
Filed 2026-11-02
Journey Beyond Wealth, LLC
NEW
Shares288
Change+288
Value$213.0K
Filed 2026-11-04
Turning Point Benefit Group, Inc.
DECREASED
Shares288 from 401
Change-113 (-28%)
Value$213.7K (-$78.7K)
Filed 2026-10-28
Mueller Wealth, LLC
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$213.1K (+$1.2K)
Filed 2026-11-05
Watchman Group, Inc.
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$213.1K (+$1.0K)
Filed 2026-10-16
Argyle Capital Partners, LLC
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$213.0K (+$992)
Filed 2026-10-23
Burk Holdings LLC
DECREASED
Shares287 from 292
Change-5 (-2%)
Value$212.3K (-$2.9K)
Filed 2026-11-05
Horrell Capital Management, Inc.
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$212.3K (+$967)
Filed 2026-10-08
IVC Wealth Advisors LLC
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$210.1K (+$957)
Filed 2026-10-23
Augustine Asset Management Inc
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$210.1K (+$957)
Filed 2026-10-13
Vaquero Private Wealth, LTD
UNCHANGED
Shares283 from 283
Change0 (0%)
Value$209.4K (+$954)
Filed 2026-10-27
Petersen Hastings Wealth Advisors Inc.
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$208.6K (+$950)
Filed 2026-10-27
Integrity Wealth Partners, LLC
NEW
Shares281
Change+281
Value$208.0K
Filed 2026-10-14
Smith & Howard Wealth Management, LLC
NEW
Shares280
Change+280
Value$207.0K
Filed 2026-10-27
Allen Wealth Management, LLC
DECREASED
Shares280 from 300
Change-20 (-7%)
Value$207.1K (-$13.8K)
Filed 2026-10-29
William John Sempolinski
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$207.1K (+$944)
Filed 2026-10-20
Partnership Wealth Management, LLC
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$207.1K (+$944)
Filed 2026-10-05
Nichols & Pratt Advisers LLP
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$207.8K (+$1.6K)
Filed 2026-10-13
Hudson Oak Wealth Advisory LLC
NEW
Shares279
Change+279
Value$206.4K
Filed 2026-10-16
Columbia Bank
NEW
Shares279
Change+279
Value$206.4K
Filed 2026-10-29
Nvest Wealth Strategies, Inc.
DECREASED
Shares279 from 366
Change-87 (-24%)
Value$206.4K (-$63.1K)
Filed 2026-10-14
Kessler Investment Group, LLC
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$206.4K (+$940)
Filed 2026-10-08
Peterson Wealth Advisors, LLC
NEW
Shares278
Change+278
Value$205.6K
Filed 2026-10-08
BG Investment Services, LLC
NEW
Shares277
Change+277
Value$205.1K
Filed 2026-10-23
Allen Capital Group, LLC
NEW
Shares276
Change+276
Value$203.9K
Filed 2026-10-27
Richwood Investment Advisors, LLC
NEW
Shares275
Change+275
Value$203.9K
Filed 2026-10-30
Philip James Wealth Mangement, LLC
DECREASED
Shares275 from 315
Change-40 (-13%)
Value$203.4K (-$28.5K)
Filed 2026-10-27
BNB Wealth Management, LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$203.4K (+$927)
Filed 2026-10-28
West Branch Capital LLC
UNCHANGED
Shares275 from 275
Change0 (0%)
Value$203.4K (+$927)
Filed 2026-10-20
Park State Asset Management
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$202.8K (+$923)
Filed 2026-11-02
Bigelow Investment Advisors, LLC
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$202.7K (+$924)
Filed 2026-10-13
Exchange Bank
DECREASED
Shares273 from 285
Change-12 (-4%)
Value$202.0K (-$7.9K)
Filed 2026-10-07
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares271 from 341
Change-70 (-21%)
Value$200.5K (-$50.6K)
Filed 2026-10-09
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$195 (-$193.8K)
Filed 2026-10-14
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED
Shares261 from 159
Change+102 (+64%)
Value$193.1K (+$76.0K)
Filed 2026-11-06
Ramsey Quantitative Systems
NEW
Shares255
Change+255
Value$188.6K
Filed 2026-10-22
Sherman Asset Management, Inc.
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$186.4K (+$849)
Filed 2026-11-05
Networth Advisors, LLC
INCREASED
Shares250 from 245
Change+5 (+2%)
Value$185.0K (+$4.7K)
Filed 2026-11-03
Canton Hathaway, LLC
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$182.0K (+$829)
Filed 2026-10-23
Kroeger Financial Partners
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$171.6K (+$782)
Filed 2026-10-19
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$170.9K (+$920)
Filed 2026-10-19
Bare Financial Services, Inc
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$168.7K (+$769)
Filed 2026-11-04
TrinityBridge Ltd
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$166.0K ($0)
Filed 2026-10-30
Southern Michigan Bank & Trust
INCREASED
Shares224 from 222
Change+2 (+1%)
Value$165.7K (+$2.2K)
Filed 2026-10-19
MidAtlantic Capital Management, Inc.
NEW
Shares223
Change+223
Value$165.0K
Filed 2026-11-05
Breakwater Investment Management
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$153.9K (+$701)
Filed 2026-10-20
Hendershot Investments Inc.
DECREASED
Shares203 from 605
Change-402 (-66%)
Value$150.2K (-$295.3K)
Filed 2026-11-05
CKW Financial Group
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$149.0K (+$148.9K)
Filed 2026-10-29
Midwest Capital Advisors, LLC
DECREASED
Shares194 from 197
Change-3 (-2%)
Value$143.3K (-$1.9K)
Filed 2026-11-04
Barrett & Company, Inc.
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$141.3K (+$686)
Filed 2026-10-22
True Wealth Design, LLC
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$137.6K (+$627)
Filed 2026-10-13
Montgomery Financial Services LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$133.9K (+$652)
Filed 2026-11-03
Putney Financial Group LLC
NEW
Shares180
Change+180
Value$133.2K
Filed 2026-10-30
Alpine Bank Wealth Management
INCREASED
Shares177 from 77
Change+100 (+130%)
Value$130.9K (+$74.2K)
Filed 2026-10-16
Trellis Wealth Advisors LLC
NEW
Shares172
Change+172
Value$126.9K
Filed 2026-10-19
Jcic Asset Management Inc.
INCREASED
Shares170 from 120
Change+50 (+42%)
Value$125.8K (+$56.5K)
Filed 2026-10-30
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$121.3K (+$552)
Filed 2026-10-16
Tower Trust & Investment Co
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$118.4K (+$539)
Filed 2026-10-28
Pflug Koory, LLC
INCREASED
Shares153 from 151
Change+2 (+1%)
Value$113.3K (+$2.0K)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
DECREASED
Shares152 from 385
Change-233 (-61%)
Value$112.4K (-$171.1K)
Filed 2026-10-28
Go Invest LLC
DECREASED
Shares133 from 136
Change-3 (-2%)
Value$98.1K (-$2.2K)
Filed 2026-10-09
Vermillion Wealth Management, Inc.
DECREASED
Shares128 from 338
Change-210 (-62%)
Value$94.9K (-$153.9K)
Filed 2026-10-26
Peck Wealth Management, LLC
DECREASED
Shares128 from 195
Change-67 (-34%)
Value$94.7K (-$48.9K)
Filed 2026-10-29
UMB Private Wealth Management, LLC
NEW
Shares125
Change+125
Value$92.5K
Filed 2026-10-19
Peterson Wealth Services
DECREASED
Shares124 from 130
Change-6 (-5%)
Value$91.7K (-$4.0K)
Filed 2026-10-26
Matrix Trust Co
DECREASED
Shares122 from 231
Change-109 (-47%)
Value$91 (-$79)
Filed 2026-10-07
Navigoe, LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$89.0K ($0)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$87.3K (+$398)
Filed 2026-10-30
High Point Wealth Management, LLC
INCREASED
Shares114 from 42
Change+72 (+171%)
Value$84.6K (+$53.4K)
Filed 2026-11-05
Mechanics Financial Corp
DECREASED
Shares110 from 250
Change-140 (-56%)
Value$81.4K (-$102.7K)
Filed 2026-11-05
Atwood & Palmer Inc
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$79.7K (+$363)
Filed 2026-10-08
Gleason Group, Inc.
DECREASED
Shares104 from 106
Change-2 (-2%)
Value$76.9K (-$1.0K)
Filed 2026-10-15
Gold Investment Management Ltd.
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$74.7K (+$341)
Filed 2026-10-19
Miller Global Investments, LLC
NEW
Shares100
Change+100
Value$74.0K
Filed 2026-10-02
Carota Wealth Management
DECREASED
Shares100 from 140
Change-40 (-29%)
Value$74.0K (-$29.1K)
Filed 2026-11-03
New England Capital Financial Advisors LLC
DECREASED
Shares98 from 101
Change-3 (-3%)
Value$72.8K (-$1.2K)
Filed 2026-11-03
Kennebec Savings Bank
DECREASED
Shares98 from 100
Change-2 (-2%)
Value$72.5K (-$1.1K)
Filed 2026-10-22
POM Investment Strategies, LLC
DECREASED
Shares97 from 366
Change-269 (-73%)
Value$71.8K (-$197.8K)
Filed 2026-10-20
Torren Management, LLC
NEW
Shares95
Change+95
Value$70.3K
Filed 2026-10-29
Carolina Wealth Advisors, LLC
NEW
Shares91
Change+91
Value$67.3K
Filed 2026-10-23
Meriwether Wealth & Planning, LLC
NEW
Shares91
Change+91
Value$67.3K
Filed 2026-10-13
Roxbury Financial LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$67.3K (+$320)
Filed 2026-10-01
Team Financial Group, LLC
NEW
Shares81
Change+81
Value$59.7K
Filed 2026-10-30
Rothwell Investment Advisors, LLC
NEW
Shares79
Change+79
Value$58.1K
Filed 2026-11-06
Pacifica Partners Inc.
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$58.6K (+$2.3K)
Filed 2026-10-09
Lloyd Advisory Services, Llc.
DECREASED
Shares78 from 211
Change-133 (-63%)
Value$57.8K (-$97.7K)
Filed 2026-11-02
PayPay Securities Corp
INCREASED
Shares78 from 76
Change+2 (+3%)
Value$57.7K (+$1.7K)
Filed 2026-10-27
Nova Financial LLC
NEW
Shares71
Change+71
Value$52.5K
Filed 2026-11-04
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$52.6K (+$293)
Filed 2026-11-03
Sfam, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$52.5K (+$240)
Filed 2026-11-03
DecisionPoint Financial, LLC
INCREASED
Shares66 from 40
Change+26 (+65%)
Value$48.7K (+$20.0K)
Filed 2026-10-27
Spirit of America Management Corp
DECREASED
Shares63 from 42,060
Change-41,997 (-100%)
Value$47.0K (+$46.9K)
Filed 2026-10-14
CrossGen Wealth, LLC
INCREASED
Shares55 from 38
Change+17 (+45%)
Value$40.7K (+$12.7K)
Filed 2026-10-30
Financial Management Professionals, Inc.
DECREASED
Shares49 from 55
Change-6 (-11%)
Value$36.3K (-$4.3K)
Filed 2026-10-23
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$33.4K (+$189)
Filed 2026-10-29
Affinity Wealth LLC
NEW
Shares40
Change+40
Value$28.2K
Filed 2026-11-03
Redwood Park Advisors LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$29.8K (+$168)
Filed 2026-11-02
Citizens National Bank Trust Department
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$29.6K (+$135)
Filed 2026-11-04
Hoey Investments, Inc
INCREASED
Shares38 from 36
Change+2 (+6%)
Value$28.1K (+$1.6K)
Filed 2026-10-29
Goodman Advisory Group, LLC
NEW
Shares35
Change+35
Value$25.9K
Filed 2026-11-02
Valued Wealth Advisors LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$25.2K (+$150)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$22.9K (+$104)
Filed 2026-10-07
Accordant Advisory Group Inc
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$20.7K (+$94)
Filed 2026-10-29
Retirement Wealth Solutions LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$17.9K (+$101)
Filed 2026-10-07
Oak Grove Capital LLC
NEW
Shares23
Change+23
Value$17.0K
Filed 2026-10-09
West Paces Advisors Inc.
INCREASED
Shares23 from 8
Change+15 (+188%)
Value$17.0K (+$11.1K)
Filed 2026-10-13
Phillip James Consulting Co.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$15.5K (+$71)
Filed 2026-11-03
Keystone Financial Group, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$15.0K (+$84)
Filed 2026-10-13
Decker Retirement Planning Inc.
INCREASED
Shares19 from 8
Change+11 (+138%)
Value$14.1K (+$8.2K)
Filed 2026-10-19
Blume Capital Management, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$12.6K (+$58)
Filed 2026-10-26
Beacon Financial Strategies Corp
DECREASED
Shares15 from 295
Change-280 (-95%)
Value$11.1K (-$206.1K)
Filed 2026-10-14
4Thought Financial Group Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$11.3K (+$613)
Filed 2026-11-02
Daytona Street Capital LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$11.3K (+$422)
Filed 2026-10-15
Aventus Investment Advisors, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$8.9K (+$40)
Filed 2026-10-09
Gilpin Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$7.4K (+$34)
Filed 2026-10-09
Thompson Investment Management, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$7.4K (+$43)
Filed 2026-10-14
Catherine Avery Investment Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$7.4K (+$34)
Filed 2026-10-14
Eukles Asset Management
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$3.0K (+$13)
Filed 2026-11-04
Reap Financial Group, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$1.5K (+$7)
Filed 2026-11-02
1620 Investment Advisors, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$740 (+$4)
Filed 2026-11-04
Contravisory Investment Management, Inc.
NEW
Shares0
Change0
Value$227
Filed 2026-10-13
MacKenzie Financial Corp
CLOSED
Shares0 from 103,820
Change-103,820 (-100%)
Value$0 (-$76.5M)
Filed 2026-11-02
Summit Securities Group LLC
CLOSED
Shares0 from 87,110
Change-87,110 (-100%)
Value$0 (-$64.1M)
Filed 2026-11-05
Money Concepts Capital Corp
CLOSED
Shares0 from 80,444
Change-80,444 (-100%)
Value$0 (-$59.2M)
Filed 2026-11-06
TD Private Client Wealth LLC
CLOSED
Shares0 from 69,212
Change-69,212 (-100%)
Value$0 (-$51.0M)
Filed 2026-10-28
Tucker Asset Management LLC
CLOSED
Shares0 from 59,535
Change-59,535 (-100%)
Value$0 (-$43.8M)
Filed 2026-10-29
Shulman DeMeo Asset Management LLC
CLOSED
Shares0 from 42,319
Change-42,319 (-100%)
Value$0 (-$31.2M)
Filed 2026-10-09
Evergreen Capital Management LLC
CLOSED
Shares0 from 33,157
Change-33,157 (-100%)
Value$0 (-$24.4M)
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 26,865
Change-26,865 (-100%)
Value$0 (-$19.5M)
Filed 2026-11-05
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 14,323
Change-14,323 (-100%)
Value$0 (-$10.5M)
Filed 2026-10-16
Ferguson Shapiro LLC
CLOSED
Shares0 from 13,845
Change-13,845 (-100%)
Value$0 (-$10.2M)
Filed 2026-10-16
Performa Ltd (US), LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$5.9M)
Filed 2026-11-05
Deutsche Bank Ag\
CLOSED
Shares0 from 6,934
Change-6,934 (-100%)
Value$0 (-$5.1M)
Filed 2026-11-06
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 5,411
Change-5,411 (-100%)
Value$0 (-$4.0M)
Filed 2026-11-05
TTP Investments, Inc.
CLOSED
Shares0 from 5,175
Change-5,175 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-30
Wellington Shields & Co., LLC
CLOSED
Shares0 from 4,529
Change-4,529 (-100%)
Value$0 (-$3.3M)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 3,780
Change-3,780 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-16
Cypress Financial Planning LLC
CLOSED
Shares0 from 3,373
Change-3,373 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-09
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 3,037
Change-3,037 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-04
Axiom Investment Management LLC
CLOSED
Shares0 from 2,830
Change-2,830 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-03
WIN Advisors, Inc
CLOSED
Shares0 from 2,444
Change-2,444 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-06
AlphaCentric Advisors LLC
CLOSED
Shares0 from 1,860
Change-1,860 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Semitam Bonam LLC
CLOSED
Shares0 from 1,844
Change-1,844 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-27
Bayshore Capital Advisors, LLC
CLOSED
Shares0 from 1,773
Change-1,773 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-02
Alliance Wealth Advisors, LLC
CLOSED
Shares0 from 1,716
Change-1,716 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-28
Gunderson Capital Management LLC
CLOSED
Shares0 from 1,534
Change-1,534 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
Cadent Capital Advisors, LLC
CLOSED
Shares0 from 1,440
Change-1,440 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-09
Clarity Capital Advisors, LLC
CLOSED
Shares0 from 1,309
Change-1,309 (-100%)
Value$0 (-$964.0K)
Filed 2026-10-27
Sunesis Advisors, LLC
CLOSED
Shares0 from 1,306
Change-1,306 (-100%)
Value$0 (-$961.7K)
Filed 2026-10-26
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 1,080
Change-1,080 (-100%)
Value$0 (-$795.6K)
Filed 2026-11-03
Headland Capital, LLC
CLOSED
Shares0 from 953
Change-953 (-100%)
Value$0 (-$701.8K)
Filed 2026-11-06
Flaharty Asset Management, LLC
CLOSED
Shares0 from 857
Change-857 (-100%)
Value$0 (-$611.0K)
Filed 2026-11-02
Del-Sette Capital Management, LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$589.4K)
Filed 2026-10-23
Sculati Wealth Management, LLC
CLOSED
Shares0 from 792
Change-792 (-100%)
Value$0 (-$550.7K)
Filed 2026-10-19
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 723
Change-723 (-100%)
Value$0 (-$532.4K)
Filed 2026-10-27
Financial & Tax Architects, LLC
CLOSED
Shares0 from 718
Change-718 (-100%)
Value$0 (-$528.9K)
Filed 2026-10-15
Olympiad Research LP
CLOSED
Shares0 from 622
Change-622 (-100%)
Value$0 (-$458.0K)
Filed 2026-11-04
Directional Asset Management
CLOSED
Shares0 from 556
Change-556 (-100%)
Value$0 (-$409.2K)
Filed 2026-10-22
Continuum Wealth Advisors, LLC
CLOSED
Shares0 from 548
Change-548 (-100%)
Value$0 (-$403.5K)
Filed 2026-10-20
Freedom Day Solutions, LLC
CLOSED
Shares0 from 535
Change-535 (-100%)
Value$0 (-$394.0K)
Filed 2026-10-20
Muzinich & Co., Inc.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$368.2K)
Filed 2026-10-22
Newman Dignan & Sheerar, Inc.
CLOSED
Shares0 from 487
Change-487 (-100%)
Value$0 (-$358.7K)
Filed 2026-10-21
RTD Financial Advisors, Inc.
CLOSED
Shares0 from 476
Change-476 (-100%)
Value$0 (-$350.5K)
Filed 2026-10-09
Newport Capital Group, LLC
CLOSED
Shares0 from 454
Change-454 (-100%)
Value$0 (-$334.3K)
Filed 2026-10-16
Wiser Wealth Management, Inc
CLOSED
Shares0 from 448
Change-448 (-100%)
Value$0 (-$329.9K)
Filed 2026-10-14
Arbor Capital Management Inc
CLOSED
Shares0 from 428
Change-428 (-100%)
Value$0 (-$283.5K)
Filed 2026-10-21
Legacy Wealth Management, LLC / MS
CLOSED
Shares0 from 403
Change-403 (-100%)
Value$0 (-$296.7K)
Filed 2026-10-30
Sugar Maple Asset Management, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$294.6K)
Filed 2026-10-13
Brown Miller Wealth Management, LLC
CLOSED
Shares0 from 386
Change-386 (-100%)
Value$0 (-$284.4K)
Filed 2026-11-02
Warburton Capital Management, LLC
CLOSED
Shares0 from 385
Change-385 (-100%)
Value$0 (-$283.0K)
Filed 2026-11-06
Redmond Asset Management, LLC
CLOSED
Shares0 from 365
Change-365 (-100%)
Value$0 (-$268.7K)
Filed 2026-10-27
Lane Brothers & Co Inc
CLOSED
Shares0 from 352
Change-352 (-100%)
Value$0 (-$259.2K)
Filed 2026-11-02
Oath Planning, LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$257.5K)
Filed 2026-10-20
Granite Group Advisors, LLC
CLOSED
Shares0 from 341
Change-341 (-100%)
Value$0 (-$251.2K)
Filed 2026-10-14
Schaeffer Financial LLC
CLOSED
Shares0 from 336
Change-336 (-100%)
Value$0 (-$247.4K)
Filed 2026-10-23
Legacy Advisory Services, LLC
CLOSED
Shares0 from 324
Change-324 (-100%)
Value$0 (-$238.9K)
Filed 2026-10-20
Legacies Wealth LLC
CLOSED
Shares0 from 313
Change-313 (-100%)
Value$0 (-$230.5K)
Filed 2026-11-02
Whitegate Investment Counselors, Inc.
CLOSED
Shares0 from 311
Change-311 (-100%)
Value$0 (-$228.7K)
Filed 2026-11-02
BAM Wealth Management, LLC
CLOSED
Shares0 from 306
Change-306 (-100%)
Value$0 (-$225.3K)
Filed 2026-10-15
Beutel, Goodman & Co Ltd.
CLOSED
Shares0 from 305
Change-305 (-100%)
Value$0 (-$224.0K)
Filed 2026-11-04
Marathon Capital Management
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$209.9K)
Filed 2026-10-23
Orca Wealth Management, LLC
CLOSED
Shares0 from 284
Change-284 (-100%)
Value$0 (-$209.2K)
Filed 2026-10-14
Reicon Wealth Advisors, LLC
CLOSED
Shares0 from 283
Change-283 (-100%)
Value$0 (-$208.2K)
Filed 2026-11-04
Axecap Investments, LLC
CLOSED
Shares0 from 278
Change-278 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-20
Brucke Financial, Inc.
CLOSED
Shares0 from 274
Change-274 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-23
Uptown Financial Advisors LLC
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$170.8K)
Filed 2026-10-15
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$105)
Filed 2026-11-06
Sterling Capital Management LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$73.6K)
Filed 2026-10-22
Bullseye Investment Management, LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$44.2K)
Filed 2026-10-29
Evolution Advisers, Inc.
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$16)
Filed 2026-11-06
O'Domhnaill Enterprises, Inc.
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$11.8K)
Filed 2026-10-29
Kings Path Partners LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-21
Sarver Vrooman Wealth Advisors
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-01
Midway Capital Research & Management
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-20
Miller Wealth Advisors, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$3.7K)
Filed 2026-11-02
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.3M (+$5.7K)
Filed 2026-10-29
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1.4M (-$3.7K)
Filed 2026-10-22
Morgan Stanley
N/A
Shares— from 21,150,784
Change-21,150,784 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 16,936,698
Change-16,936,698 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,242,173
Change-7,242,173 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,412,861
Change-6,412,861 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,825,227
Change-5,825,227 (-100%)
Value—
Rokos Capital Management LLP
N/A
Shares— from 5,719,724
Change-5,719,724 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,688,712
Change-5,688,712 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,259,282
Change-4,259,282 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,219,030
Change-4,219,030 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,865,407
Change-3,865,407 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,611,688
Change-3,611,688 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,173,768
Change-3,173,768 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,038,610
Change-3,038,610 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,912,061
Change-2,912,061 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,790,051
Change-2,790,051 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,403,363
Change-2,403,363 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,264,534
Change-2,264,534 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,022,603
Change-2,022,603 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,962,648
Change-1,962,648 (-100%)
Value—
Shanda Asset Management Holdings Ltd
N/A
Shares— from 1,649,900
Change-1,649,900 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 1,608,257
Change-1,608,257 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,436,888
Change-1,436,888 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 1,277,709
Change-1,277,709 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,230,679
Change-1,230,679 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,150,570
Change-1,150,570 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 1,089,727
Change-1,089,727 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,055,072
Change-1,055,072 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 981,334
Change-981,334 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 933,655
Change-933,655 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 906,548
Change-906,548 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 888,383
Change-888,383 (-100%)
Value—
FIL Ltd
N/A
Shares— from 886,861
Change-886,861 (-100%)
Value—
FMR LLC
N/A
Shares— from 866,750
Change-866,750 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 852,815
Change-852,815 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 834,551
Change-834,551 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 780,539
Change-780,539 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 756,921
Change-756,921 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 676,059
Change-676,059 (-100%)
Value—
Susquehanna Advisors Group, Inc.
N/A
Shares— from 673,923
Change-673,923 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 672,073
Change-672,073 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 660,336
Change-660,336 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 628,726
Change-628,726 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 565,821
Change-565,821 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 544,110
Change-544,110 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 500,325
Change-500,325 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 497,424
Change-497,424 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 468,508
Change-468,508 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 463,873
Change-463,873 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 457,396
Change-457,396 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 426,945
Change-426,945 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 422,826
Change-422,826 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 420,595
Change-420,595 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 408,843
Change-408,843 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 393,771
Change-393,771 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 381,075
Change-381,075 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 379,268
Change-379,268 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 378,706
Change-378,706 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 378,588
Change-378,588 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 373,687
Change-373,687 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 364,743
Change-364,743 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 363,118
Change-363,118 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 362,030
Change-362,030 (-100%)
Value—
Blair William & Co
N/A
Shares— from 359,219
Change-359,219 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 340,503
Change-340,503 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 323,080
Change-323,080 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 318,501
Change-318,501 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 300,563
Change-300,563 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 293,296
Change-293,296 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 291,807
Change-291,807 (-100%)
Value—
Allianz SE
N/A
Shares— from 279,268
Change-279,268 (-100%)
Value—
Stephens Inc
N/A
Shares— from 267,335
Change-267,335 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 263,622
Change-263,622 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 260,997
Change-260,997 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 260,000
Change-260,000 (-100%)
Value—
Johns Hopkins University
N/A
Shares— from 258,537
Change-258,537 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 251,670
Change-251,670 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 250,911
Change-250,911 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 244,190
Change-244,190 (-100%)
Value—
PBCay One RSC Ltd
N/A
Shares— from 243,658
Change-243,658 (-100%)
Value—
Spear Holdings RSC Ltd
N/A
Shares— from 243,658
Change-243,658 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 240,941
Change-240,941 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 237,873
Change-237,873 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 237,452
Change-237,452 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 226,090
Change-226,090 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 222,465
Change-222,465 (-100%)
Value—
Senator Investment Group LP
N/A
Shares— from 213,500
Change-213,500 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 204,600
Change-204,600 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 198,511
Change-198,511 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 198,131
Change-198,131 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 197,145
Change-197,145 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 194,368
Change-194,368 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 183,305
Change-183,305 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 183,041
Change-183,041 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 181,120
Change-181,120 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 180,681
Change-180,681 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 178,557
Change-178,557 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 178,251
Change-178,251 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 177,229
Change-177,229 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 170,635
Change-170,635 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 167,089
Change-167,089 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 163,965
Change-163,965 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 161,871
Change-161,871 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 160,689
Change-160,689 (-100%)
Value—
Rising Stella Capital Pte. Ltd
N/A
Shares— from 158,246
Change-158,246 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 154,089
Change-154,089 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 153,390
Change-153,390 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 153,111
Change-153,111 (-100%)
Value—
&partners
N/A
Shares— from 152,043
Change-152,043 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 151,529
Change-151,529 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 150,281
Change-150,281 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 148,606
Change-148,606 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 147,542
Change-147,542 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 147,528
Change-147,528 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 145,932
Change-145,932 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 143,578
Change-143,578 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 141,812
Change-141,812 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 141,208
Change-141,208 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 134,082
Change-134,082 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 127,697
Change-127,697 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 127,551
Change-127,551 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 127,239
Change-127,239 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 126,502
Change-126,502 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 126,343
Change-126,343 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 125,557
Change-125,557 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 124,860
Change-124,860 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 124,743
Change-124,743 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 124,631
Change-124,631 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 124,542
Change-124,542 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 124,463
Change-124,463 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 124,311
Change-124,311 (-100%)
Value—
SUN Life Financial Inc
N/A
Shares— from 123,779
Change-123,779 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 123,126
Change-123,126 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 122,994
Change-122,994 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 120,537
Change-120,537 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 120,069
Change-120,069 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 120,032
Change-120,032 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 118,844
Change-118,844 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 117,449
Change-117,449 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 116,875
Change-116,875 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 115,966
Change-115,966 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 112,810
Change-112,810 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 111,814
Change-111,814 (-100%)
Value—
Commerce Bank
N/A
Shares— from 111,281
Change-111,281 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 111,146
Change-111,146 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 110,120
Change-110,120 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 106,509
Change-106,509 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 103,443
Change-103,443 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 102,676
Change-102,676 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 101,334
Change-101,334 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 100,461
Change-100,461 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 97,623
Change-97,623 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 96,666
Change-96,666 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 96,658
Change-96,658 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 95,878
Change-95,878 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 95,440
Change-95,440 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 93,649
Change-93,649 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 93,566
Change-93,566 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 92,469
Change-92,469 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 90,329
Change-90,329 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 90,095
Change-90,095 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 87,670
Change-87,670 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 87,170
Change-87,170 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 86,222
Change-86,222 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 85,817
Change-85,817 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 85,578
Change-85,578 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 83,446
Change-83,446 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 83,249
Change-83,249 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 82,898
Change-82,898 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 82,150
Change-82,150 (-100%)
Value—
Copos Capital B.V.
N/A
Shares— from 81,366
Change-81,366 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 81,037
Change-81,037 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 80,436
Change-80,436 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 79,429
Change-79,429 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 78,906
Change-78,906 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 78,200
Change-78,200 (-100%)
Value—
Aragon Global Management, LP
N/A
Shares— from 77,995
Change-77,995 (-100%)
Value—
Main Management LLC
N/A
Shares— from 77,495
Change-77,495 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 75,997
Change-75,997 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 75,987
Change-75,987 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 75,984
Change-75,984 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 75,837
Change-75,837 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 75,712
Change-75,712 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 74,076
Change-74,076 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 73,967
Change-73,967 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 73,885
Change-73,885 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 73,621
Change-73,621 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 73,302
Change-73,302 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 73,032
Change-73,032 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 73,011
Change-73,011 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 69,787
Change-69,787 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 68,865
Change-68,865 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 68,758
Change-68,758 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 67,812
Change-67,812 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 67,680
Change-67,680 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 67,648
Change-67,648 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 67,125
Change-67,125 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 65,065
Change-65,065 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 65,042
Change-65,042 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 64,795
Change-64,795 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 64,652
Change-64,652 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 64,627
Change-64,627 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 64,439
Change-64,439 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 64,334
Change-64,334 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 64,047
Change-64,047 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 63,969
Change-63,969 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 63,494
Change-63,494 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 63,332
Change-63,332 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 63,081
Change-63,081 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 62,780
Change-62,780 (-100%)
Value—
Nwam LLC
N/A
Shares— from 62,615
Change-62,615 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 62,585
Change-62,585 (-100%)
Value—
ING Groep NV
N/A
Shares— from 62,369
Change-62,369 (-100%)
Value—
Georgetown University
N/A
Shares— from 61,696
Change-61,696 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 61,672
Change-61,672 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 61,443
Change-61,443 (-100%)
Value—
Carnegie Mellon University
N/A
Shares— from 61,106
Change-61,106 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 59,707
Change-59,707 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 59,592
Change-59,592 (-100%)
Value—
Betterment LLC
N/A
Shares— from 59,372
Change-59,372 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 59,353
Change-59,353 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 59,124
Change-59,124 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 59,117
Change-59,117 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 59,013
Change-59,013 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 58,427
Change-58,427 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 57,508
Change-57,508 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 57,494
Change-57,494 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 57,206
Change-57,206 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 57,047
Change-57,047 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 56,351
Change-56,351 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 56,115
Change-56,115 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 56,110
Change-56,110 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 56,095
Change-56,095 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 56,057
Change-56,057 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 55,842
Change-55,842 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 55,700
Change-55,700 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 54,061
Change-54,061 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 53,324
Change-53,324 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 53,044
Change-53,044 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 53,044
Change-53,044 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 52,870
Change-52,870 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 52,836
Change-52,836 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 52,792
Change-52,792 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 52,682
Change-52,682 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 52,680
Change-52,680 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 52,154
Change-52,154 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 52,042
Change-52,042 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 52,000
Change-52,000 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 51,544
Change-51,544 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 51,500
Change-51,500 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 51,106
Change-51,106 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 50,940
Change-50,940 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 50,743
Change-50,743 (-100%)
Value—
Humankind Investments LLC
N/A
Shares— from 50,700
Change-50,700 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 50,039
Change-50,039 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 49,831
Change-49,831 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 48,645
Change-48,645 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 48,088
Change-48,088 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 47,055
Change-47,055 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 46,703
Change-46,703 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 46,426
Change-46,426 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 46,223
Change-46,223 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 45,690
Change-45,690 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 45,601
Change-45,601 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 45,351
Change-45,351 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 45,145
Change-45,145 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 44,333
Change-44,333 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 44,294
Change-44,294 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 43,572
Change-43,572 (-100%)
Value—
American Trust
N/A
Shares— from 43,379
Change-43,379 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 42,821
Change-42,821 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 42,691
Change-42,691 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 42,554
Change-42,554 (-100%)
Value—
Better Way Financial, LLC
N/A
Shares— from 42,491
Change-42,491 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 42,485
Change-42,485 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 42,443
Change-42,443 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 42,320
Change-42,320 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 41,950
Change-41,950 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 41,878
Change-41,878 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 41,024
Change-41,024 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 40,400
Change-40,400 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 39,965
Change-39,965 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 39,619
Change-39,619 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 39,512
Change-39,512 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 39,511
Change-39,511 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 39,300
Change-39,300 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 38,926
Change-38,926 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 38,587
Change-38,587 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 38,541
Change-38,541 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 38,528
Change-38,528 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 38,212
Change-38,212 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 38,095
Change-38,095 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 37,898
Change-37,898 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 37,264
Change-37,264 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 37,252
Change-37,252 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 36,292
Change-36,292 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 35,376
Change-35,376 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 35,032
Change-35,032 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 34,830
Change-34,830 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 34,767
Change-34,767 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 34,751
Change-34,751 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 34,737
Change-34,737 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 34,495
Change-34,495 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 34,350
Change-34,350 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 34,124
Change-34,124 (-100%)
Value—
Little Harbor Advisors, LLC
N/A
Shares— from 33,790
Change-33,790 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 33,627
Change-33,627 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 33,221
Change-33,221 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 33,148
Change-33,148 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 33,065
Change-33,065 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 32,897
Change-32,897 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 32,771
Change-32,771 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 32,308
Change-32,308 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 32,203
Change-32,203 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 32,139
Change-32,139 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 32,065
Change-32,065 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 32,058
Change-32,058 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 31,449
Change-31,449 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 31,317
Change-31,317 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 31,183
Change-31,183 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 30,992
Change-30,992 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 30,971
Change-30,971 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 30,866
Change-30,866 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 30,338
Change-30,338 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 30,187
Change-30,187 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 30,173
Change-30,173 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 29,967
Change-29,967 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 29,243
Change-29,243 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 29,242
Change-29,242 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 29,187
Change-29,187 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 29,147
Change-29,147 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 28,811
Change-28,811 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 28,684
Change-28,684 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 28,632
Change-28,632 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 28,485
Change-28,485 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 28,316
Change-28,316 (-100%)
Value—
Simmons Bank
N/A
Shares— from 28,293
Change-28,293 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 27,946
Change-27,946 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 27,852
Change-27,852 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 27,760
Change-27,760 (-100%)
Value—
Invst, LLC
N/A
Shares— from 27,456
Change-27,456 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 27,430
Change-27,430 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 26,975
Change-26,975 (-100%)
Value—
Coral Wealth Management, LLC
N/A
Shares— from 26,930
Change-26,930 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 26,855
Change-26,855 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 26,734
Change-26,734 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 26,577
Change-26,577 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 26,358
Change-26,358 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 26,338
Change-26,338 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 26,318
Change-26,318 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 25,923
Change-25,923 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 25,690
Change-25,690 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 25,447
Change-25,447 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 25,394
Change-25,394 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 25,190
Change-25,190 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 25,163
Change-25,163 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 25,134
Change-25,134 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 25,086
Change-25,086 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 24,975
Change-24,975 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 24,705
Change-24,705 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 24,526
Change-24,526 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 24,377
Change-24,377 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 24,376
Change-24,376 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 24,334
Change-24,334 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 24,263
Change-24,263 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 24,167
Change-24,167 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 24,157
Change-24,157 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 24,113
Change-24,113 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 23,735
Change-23,735 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 23,617
Change-23,617 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 23,461
Change-23,461 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 23,334
Change-23,334 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 23,306
Change-23,306 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 23,246
Change-23,246 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 23,222
Change-23,222 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 23,109
Change-23,109 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 22,885
Change-22,885 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 22,800
Change-22,800 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 22,493
Change-22,493 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 22,486
Change-22,486 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 22,476
Change-22,476 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 22,344
Change-22,344 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 22,332
Change-22,332 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 22,166
Change-22,166 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 22,158
Change-22,158 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 21,877
Change-21,877 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 21,635
Change-21,635 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 21,391
Change-21,391 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 21,233
Change-21,233 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 21,229
Change-21,229 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 21,204
Change-21,204 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 21,128
Change-21,128 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 20,840
Change-20,840 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 20,776
Change-20,776 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 20,565
Change-20,565 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 20,546
Change-20,546 (-100%)
Value—
RH Tailwind Management, LLC
N/A
Shares— from 20,500
Change-20,500 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 20,430
Change-20,430 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 20,412
Change-20,412 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 20,251
Change-20,251 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 20,186
Change-20,186 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 20,162
Change-20,162 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 20,132
Change-20,132 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 20,030
Change-20,030 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 20,004
Change-20,004 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 19,552
Change-19,552 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 19,542
Change-19,542 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 19,500
Change-19,500 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 19,375
Change-19,375 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 19,272
Change-19,272 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 19,146
Change-19,146 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 19,039
Change-19,039 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 19,015
Change-19,015 (-100%)
Value—
EFG International AG
N/A
Shares— from 18,974
Change-18,974 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 18,937
Change-18,937 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 18,827
Change-18,827 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 18,708
Change-18,708 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 18,668
Change-18,668 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 18,613
Change-18,613 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 18,523
Change-18,523 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 18,310
Change-18,310 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 18,303
Change-18,303 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 18,293
Change-18,293 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 18,257
Change-18,257 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 18,009
Change-18,009 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 17,933
Change-17,933 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 17,930
Change-17,930 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 17,901
Change-17,901 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 17,884
Change-17,884 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 17,805
Change-17,805 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 17,805
Change-17,805 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 17,725
Change-17,725 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 17,689
Change-17,689 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 17,639
Change-17,639 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 17,430
Change-17,430 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 17,361
Change-17,361 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 17,273
Change-17,273 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 17,124
Change-17,124 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 17,102
Change-17,102 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 17,095
Change-17,095 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 16,671
Change-16,671 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 16,656
Change-16,656 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 16,617
Change-16,617 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 16,555
Change-16,555 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 16,495
Change-16,495 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 16,475
Change-16,475 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 16,404
Change-16,404 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 16,380
Change-16,380 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 16,317
Change-16,317 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 16,088
Change-16,088 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 16,040
Change-16,040 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 15,985
Change-15,985 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 15,897
Change-15,897 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 15,896
Change-15,896 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 15,792
Change-15,792 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 15,744
Change-15,744 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 15,670
Change-15,670 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 15,466
Change-15,466 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 15,430
Change-15,430 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 15,426
Change-15,426 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 15,226
Change-15,226 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 15,188
Change-15,188 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 15,187
Change-15,187 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 15,051
Change-15,051 (-100%)
Value—
Ratan Capital Management LP
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 14,929
Change-14,929 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 14,925
Change-14,925 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 14,779
Change-14,779 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 14,704
Change-14,704 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 14,683
Change-14,683 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 14,575
Change-14,575 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 14,525
Change-14,525 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 14,487
Change-14,487 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 14,373
Change-14,373 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 14,301
Change-14,301 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 14,215
Change-14,215 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 14,040
Change-14,040 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 14,018
Change-14,018 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 14,016
Change-14,016 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 13,883
Change-13,883 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 13,650
Change-13,650 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 13,627
Change-13,627 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 13,584
Change-13,584 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 13,549
Change-13,549 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 13,546
Change-13,546 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 13,524
Change-13,524 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 13,506
Change-13,506 (-100%)
Value—
Corsair Capital Management, L.P.
N/A
Shares— from 13,342
Change-13,342 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 13,302
Change-13,302 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 13,255
Change-13,255 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 13,205
Change-13,205 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 13,201
Change-13,201 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 13,183
Change-13,183 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 13,180
Change-13,180 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 13,097
Change-13,097 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 13,056
Change-13,056 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 13,048
Change-13,048 (-100%)
Value—
Ategra Capital Management, LLC
N/A
Shares— from 13,014
Change-13,014 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 12,993
Change-12,993 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 12,985
Change-12,985 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 12,972
Change-12,972 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 12,889
Change-12,889 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 12,800
Change-12,800 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 12,774
Change-12,774 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 12,772
Change-12,772 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 12,656
Change-12,656 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 12,655
Change-12,655 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 12,634
Change-12,634 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 12,610
Change-12,610 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 12,594
Change-12,594 (-100%)
Value—
Up Capital Management, Inc.
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 12,409
Change-12,409 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 12,405
Change-12,405 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 12,402
Change-12,402 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 12,377
Change-12,377 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 12,192
Change-12,192 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 12,148
Change-12,148 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 12,116
Change-12,116 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 12,107
Change-12,107 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 12,077
Change-12,077 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 12,033
Change-12,033 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 11,997
Change-11,997 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 11,987
Change-11,987 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 11,986
Change-11,986 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 11,870
Change-11,870 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 11,840
Change-11,840 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 11,803
Change-11,803 (-100%)
Value—
O'Neil Global Advisors, Inc.
N/A
Shares— from 11,803
Change-11,803 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 11,725
Change-11,725 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 11,723
Change-11,723 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 11,657
Change-11,657 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 11,612
Change-11,612 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 11,547
Change-11,547 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 11,422
Change-11,422 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 11,373
Change-11,373 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 11,365
Change-11,365 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 11,299
Change-11,299 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 11,272
Change-11,272 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 11,271
Change-11,271 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 11,172
Change-11,172 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 11,150
Change-11,150 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 11,140
Change-11,140 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 11,116
Change-11,116 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 11,069
Change-11,069 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 10,966
Change-10,966 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 10,873
Change-10,873 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 10,856
Change-10,856 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 10,758
Change-10,758 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 10,723
Change-10,723 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 10,721
Change-10,721 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 10,703
Change-10,703 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 10,554
Change-10,554 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 10,505
Change-10,505 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 10,503
Change-10,503 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 10,349
Change-10,349 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 10,339
Change-10,339 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 10,336
Change-10,336 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 10,070
Change-10,070 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 9,943
Change-9,943 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 9,939
Change-9,939 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 9,917
Change-9,917 (-100%)
Value—
Prudential PLC
N/A
Shares— from 9,897
Change-9,897 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 9,780
Change-9,780 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 9,766
Change-9,766 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 9,735
Change-9,735 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 9,718
Change-9,718 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 9,717
Change-9,717 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 9,673
Change-9,673 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 9,634
Change-9,634 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 9,568
Change-9,568 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 9,390
Change-9,390 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 9,304
Change-9,304 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 9,230
Change-9,230 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 9,074
Change-9,074 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 9,066
Change-9,066 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 9,062
Change-9,062 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 8,997
Change-8,997 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 8,829
Change-8,829 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 8,796
Change-8,796 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 8,682
Change-8,682 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 8,586
Change-8,586 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 8,581
Change-8,581 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 8,578
Change-8,578 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 8,562
Change-8,562 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 8,544
Change-8,544 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 8,511
Change-8,511 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 8,439
Change-8,439 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 8,419
Change-8,419 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 8,382
Change-8,382 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 8,372
Change-8,372 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 8,330
Change-8,330 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 8,271
Change-8,271 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 8,250
Change-8,250 (-100%)
Value—
Ketron Financial
N/A
Shares— from 8,243
Change-8,243 (-100%)
Value—
Spruce Point Capital Management, LLC
N/A
Shares— from 8,210
Change-8,210 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 8,170
Change-8,170 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 8,128
Change-8,128 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 8,105
Change-8,105 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 8,100
Change-8,100 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 8,037
Change-8,037 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 8,031
Change-8,031 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 7,985
Change-7,985 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 7,936
Change-7,936 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 7,874
Change-7,874 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 7,799
Change-7,799 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 7,799
Change-7,799 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 7,796
Change-7,796 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 7,792
Change-7,792 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 7,753
Change-7,753 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 7,739
Change-7,739 (-100%)
Value—
Man Group plc
N/A
Shares— from 7,736
Change-7,736 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 7,613
Change-7,613 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 7,563
Change-7,563 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 7,501
Change-7,501 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 7,499
Change-7,499 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 7,467
Change-7,467 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 7,460
Change-7,460 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 7,440
Change-7,440 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 7,429
Change-7,429 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 7,386
Change-7,386 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 7,353
Change-7,353 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 7,317
Change-7,317 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 7,285
Change-7,285 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 7,205
Change-7,205 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 7,161
Change-7,161 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 7,111
Change-7,111 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 7,106
Change-7,106 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 7,104
Change-7,104 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 7,084
Change-7,084 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 7,078
Change-7,078 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 7,062
Change-7,062 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 7,038
Change-7,038 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 7,021
Change-7,021 (-100%)
Value—
Noked Israel Ltd
N/A
Shares— from 6,940
Change-6,940 (-100%)
Value—
Metropolitan Life Insurance Co
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 6,900
Change-6,900 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 6,872
Change-6,872 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 6,855
Change-6,855 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 6,813
Change-6,813 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 6,812
Change-6,812 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 6,798
Change-6,798 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 6,768
Change-6,768 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 6,751
Change-6,751 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 6,664
Change-6,664 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 6,629
Change-6,629 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 6,615
Change-6,615 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 6,587
Change-6,587 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 6,559
Change-6,559 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 6,513
Change-6,513 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Bayview Asset Management, LLC
N/A
Shares— from 6,441
Change-6,441 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 6,435
Change-6,435 (-100%)
Value—
Keewaydin Investments LLC
N/A
Shares— from 6,379
Change-6,379 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,373
Change-6,373 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,372
Change-6,372 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 6,349
Change-6,349 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 6,329
Change-6,329 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 6,301
Change-6,301 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 6,277
Change-6,277 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 6,269
Change-6,269 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 6,249
Change-6,249 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 6,247
Change-6,247 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 6,245
Change-6,245 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 6,207
Change-6,207 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 6,188
Change-6,188 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 6,113
Change-6,113 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 6,090
Change-6,090 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 5,955
Change-5,955 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 5,950
Change-5,950 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 5,880
Change-5,880 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 5,879
Change-5,879 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 5,863
Change-5,863 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 5,815
Change-5,815 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 5,762
Change-5,762 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,751
Change-5,751 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 5,730
Change-5,730 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 5,666
Change-5,666 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 5,616
Change-5,616 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 5,615
Change-5,615 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 5,615
Change-5,615 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 5,602
Change-5,602 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 5,601
Change-5,601 (-100%)
Value—
Q Global Advisors, LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Nutshell Asset Management Ltd
N/A
Shares— from 5,542
Change-5,542 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 5,534
Change-5,534 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 5,501
Change-5,501 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 5,490
Change-5,490 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,484
Change-5,484 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 5,476
Change-5,476 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,465
Change-5,465 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 5,401
Change-5,401 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 5,390
Change-5,390 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 5,340
Change-5,340 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 5,320
Change-5,320 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 5,296
Change-5,296 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 5,291
Change-5,291 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 5,252
Change-5,252 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 5,251
Change-5,251 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 5,249
Change-5,249 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 5,235
Change-5,235 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 5,203
Change-5,203 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 5,165
Change-5,165 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 5,128
Change-5,128 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 5,065
Change-5,065 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 5,041
Change-5,041 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 5,033
Change-5,033 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 5,005
Change-5,005 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 5,005
Change-5,005 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 4,986
Change-4,986 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 4,907
Change-4,907 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 4,886
Change-4,886 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 4,872
Change-4,872 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 4,861
Change-4,861 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 4,858
Change-4,858 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 4,847
Change-4,847 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 4,785
Change-4,785 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 4,746
Change-4,746 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 4,729
Change-4,729 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 4,704
Change-4,704 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 4,692
Change-4,692 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 4,690
Change-4,690 (-100%)
Value—
Bleichroeder LP
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 4,616
Change-4,616 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 4,583
Change-4,583 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 4,574
Change-4,574 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 4,568
Change-4,568 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 4,552
Change-4,552 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 4,528
Change-4,528 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 4,523
Change-4,523 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 4,511
Change-4,511 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,427
Change-4,427 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 4,420
Change-4,420 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 4,397
Change-4,397 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 4,395
Change-4,395 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 4,390
Change-4,390 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 4,292
Change-4,292 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 4,243
Change-4,243 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 4,240
Change-4,240 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 4,172
Change-4,172 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 4,146
Change-4,146 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 4,073
Change-4,073 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 4,063
Change-4,063 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
Bank of Marin
N/A
Shares— from 3,958
Change-3,958 (-100%)
Value—
NCP Inc.
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 3,935
Change-3,935 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 3,863
Change-3,863 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,858
Change-3,858 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 3,822
Change-3,822 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 3,817
Change-3,817 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 3,815
Change-3,815 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 3,760
Change-3,760 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,747
Change-3,747 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 3,731
Change-3,731 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 3,694
Change-3,694 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 3,627
Change-3,627 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 3,594
Change-3,594 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,564
Change-3,564 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 3,561
Change-3,561 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3,512
Change-3,512 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 3,474
Change-3,474 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 3,471
Change-3,471 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 3,456
Change-3,456 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,443
Change-3,443 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 3,431
Change-3,431 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 3,406
Change-3,406 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 3,394
Change-3,394 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 3,389
Change-3,389 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 3,291
Change-3,291 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 3,285
Change-3,285 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 3,276
Change-3,276 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 3,276
Change-3,276 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 3,263
Change-3,263 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 3,259
Change-3,259 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 3,251
Change-3,251 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,178
Change-3,178 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 3,155
Change-3,155 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 3,142
Change-3,142 (-100%)
Value—
Delta Accumulation, LLC
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 3,110
Change-3,110 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 3,101
Change-3,101 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 3,089
Change-3,089 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 3,083
Change-3,083 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 3,015
Change-3,015 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 3,008
Change-3,008 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 2,952
Change-2,952 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 2,869
Change-2,869 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 2,836
Change-2,836 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 2,835
Change-2,835 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 2,808
Change-2,808 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 2,801
Change-2,801 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,714
Change-2,714 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 2,697
Change-2,697 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 2,614
Change-2,614 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 2,612
Change-2,612 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 2,595
Change-2,595 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 2,580
Change-2,580 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 2,568
Change-2,568 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 2,568
Change-2,568 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 2,523
Change-2,523 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 2,514
Change-2,514 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 2,511
Change-2,511 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 2,507
Change-2,507 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 2,492
Change-2,492 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 2,479
Change-2,479 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 2,448
Change-2,448 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 2,422
Change-2,422 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 2,391
Change-2,391 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 2,361
Change-2,361 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 2,344
Change-2,344 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 2,338
Change-2,338 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 2,333
Change-2,333 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 2,327
Change-2,327 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Granger Management LLC
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,307
Change-2,307 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 2,306
Change-2,306 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,292
Change-2,292 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 2,277
Change-2,277 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 2,253
Change-2,253 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 2,167
Change-2,167 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 2,088
Change-2,088 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 2,069
Change-2,069 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,957
Change-1,957 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,948
Change-1,948 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 1,947
Change-1,947 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 1,930
Change-1,930 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 1,893
Change-1,893 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,879
Change-1,879 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 1,847
Change-1,847 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 1,777
Change-1,777 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 1,776
Change-1,776 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 1,765
Change-1,765 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 1,759
Change-1,759 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 1,717
Change-1,717 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,705
Change-1,705 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,671
Change-1,671 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 1,650
Change-1,650 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 1,634
Change-1,634 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 1,598
Change-1,598 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 1,596
Change-1,596 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,593
Change-1,593 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 1,523
Change-1,523 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 1,503
Change-1,503 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 1,499
Change-1,499 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 1,486
Change-1,486 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 1,455
Change-1,455 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 1,423
Change-1,423 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,418
Change-1,418 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 1,335
Change-1,335 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 1,312
Change-1,312 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 1,307
Change-1,307 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,287
Change-1,287 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 1,224
Change-1,224 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 1,209
Change-1,209 (-100%)
Value—
Optas, LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 1,192
Change-1,192 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 1,159
Change-1,159 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,149
Change-1,149 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Windward Capital Management Co
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Gallo Partners, LP
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 1,085
Change-1,085 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 1,079
Change-1,079 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 995
Change-995 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 995
Change-995 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 994
Change-994 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 989
Change-989 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 986
Change-986 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 970
Change-970 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 966
Change-966 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 959
Change-959 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 959
Change-959 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 946
Change-946 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 944
Change-944 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 934
Change-934 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 930
Change-930 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 927
Change-927 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 920
Change-920 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 915
Change-915 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 891
Change-891 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 891
Change-891 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 872
Change-872 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 872
Change-872 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 869
Change-869 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 862
Change-862 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 861
Change-861 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 861
Change-861 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 858
Change-858 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 853
Change-853 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 851
Change-851 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 848
Change-848 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 848
Change-848 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 847
Change-847 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 845
Change-845 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 843
Change-843 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 832
Change-832 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 817
Change-817 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 779
Change-779 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 774
Change-774 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 773
Change-773 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 770
Change-770 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 767
Change-767 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 766
Change-766 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 763
Change-763 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 756
Change-756 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 746
Change-746 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 744
Change-744 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 743
Change-743 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 737
Change-737 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 737
Change-737 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
CNB Bank
N/A
Shares— from 729
Change-729 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 725
Change-725 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 720
Change-720 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 717
Change-717 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 715
Change-715 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 713
Change-713 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 701
Change-701 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 696
Change-696 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 695
Change-695 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 681
Change-681 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 677
Change-677 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Hill Investment Group Partners, LLC
N/A
Shares— from 672
Change-672 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 672
Change-672 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 667
Change-667 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 664
Change-664 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 664
Change-664 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 663
Change-663 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 662
Change-662 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 660
Change-660 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 657
Change-657 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 651
Change-651 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 647
Change-647 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 639
Change-639 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 630
Change-630 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 627
Change-627 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 618
Change-618 (-100%)
Value—
American Asset Management Inc.
N/A
Shares— from 610
Change-610 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 609
Change-609 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 602
Change-602 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 599
Change-599 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 597
Change-597 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 597
Change-597 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 589
Change-589 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 588
Change-588 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 588
Change-588 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 587
Change-587 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 581
Change-581 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 580
Change-580 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 578
Change-578 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 573
Change-573 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 572
Change-572 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 567
Change-567 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 564
Change-564 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 562
Change-562 (-100%)
Value—
Centrica Wealth Management, LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 557
Change-557 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 554
Change-554 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 551
Change-551 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 546
Change-546 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 541
Change-541 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Demming Financial Services Corp
N/A
Shares— from 534
Change-534 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 532
Change-532 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 526
Change-526 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 523
Change-523 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 513
Change-513 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 509
Change-509 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 505
Change-505 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 503
Change-503 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 501
Change-501 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 499
Change-499 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 499
Change-499 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 498
Change-498 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 486
Change-486 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 481
Change-481 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 475
Change-475 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 470
Change-470 (-100%)
Value—
Rogco, LP
N/A
Shares— from 470
Change-470 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 467
Change-467 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 457
Change-457 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
NFC Investments, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 447
Change-447 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 441
Change-441 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 440
Change-440 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 440
Change-440 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 434
Change-434 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 425
Change-425 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 423
Change-423 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 415
Change-415 (-100%)
Value—
Calydon Capital
N/A
Shares— from 415
Change-415 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 410
Change-410 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 405
Change-405 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 404
Change-404 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 400
Change-400 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Members Trust Co
N/A
Shares— from 399
Change-399 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 397
Change-397 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Daiichi Life International Holdings LLC
N/A
Shares— from 396
Change-396 (-100%)
Value—
Toews Corp
N/A
Shares— from 392
Change-392 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 391
Change-391 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 390
Change-390 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 381
Change-381 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 379
Change-379 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Motco
N/A
Shares— from 375
Change-375 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 366
Change-366 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 365
Change-365 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 363
Change-363 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 360
Change-360 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 359
Change-359 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 356
Change-356 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 353
Change-353 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 347
Change-347 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Boston Partners
N/A
Shares— from 346
Change-346 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 346
Change-346 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 341
Change-341 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 341
Change-341 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 338
Change-338 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 335
Change-335 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 335
Change-335 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 328
Change-328 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 314
Change-314 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 312
Change-312 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 312
Change-312 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 307
Change-307 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Scientech Research LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 302
Change-302 (-100%)
Value—
Luxor Capital Group, LP
N/A
Shares— from 300
Change-300 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 298
Change-298 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 294
Change-294 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 292
Change-292 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 291
Change-291 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 290
Change-290 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 286
Change-286 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 285
Change-285 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 285
Change-285 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 273
Change-273 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 272
Change-272 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 270
Change-270 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 270
Change-270 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 258
Change-258 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 244
Change-244 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 240
Change-240 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 236
Change-236 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 234
Change-234 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 210
Change-210 (-100%)
Value—
Centennial Bank
N/A
Shares— from 200
Change-200 (-100%)
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NI Acquisitions Company, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 172
Change-172 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 149
Change-149 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 109
Change-109 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 100
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Bravera Wealth
N/A
Shares— from 100
Change-100 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 95
Change-95 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 91
Change-91 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Owlhouse Capital LP
N/A
Shares— from 86
Change-86 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 75
Change-75 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 46
Change-46 (-100%)
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Erste Asset Management GmbH
N/A
Shares— from 38
Change-38 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 38
Change-38 (-100%)
Value—
Broadwater Capital Management LLC
N/A
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Change-32 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
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Change-30 (-100%)
Value—
Vinland Capital Management Gestora de Recursos Ltda.
N/A
Shares— from 27
Change-27 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 23
Change-23 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 22
Change-22 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Feynman Point Asset Management LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
LPL Financial LLC
INCREASED10,626,15010,606,761+19,389+0%$7.8B$7.9B+$50.1M2026-11-06
Citigroup Inc
INCREASED3,585,0003,023,282+561,718+19%$2.2B$2.7B+$425.7M2026-11-04
PNC Financial Services Group, Inc.
DECREASED2,832,8132,886,618-53,805-2%$2.1B$2.1B-$30.1M2026-11-06
Analyst IMS Investment Management Services Ltd.
INCREASED1,940,2781,787,559+152,719+9%$1.3B$1.4B+$119.0M2026-11-05
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED1,759,0001,759,00000%$1.3B$1.3B+$5.9M2026-10-28
Commonwealth Equity Services, LLC
DECREASED1,612,5011,663,168-50,667-3%$1.2B$1.2B-$31.9M2026-11-02
Barclays PLC
DECREASED1,453,9412,730,941-1,277,000-47%$2.0B$1.1B-$935.5M2026-11-06
US Bancorp \de\
DECREASED1,283,8271,295,207-11,380-1%$953.8M$949.7M-$4.1M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED1,265,9471,261,786+4,161+0%$929.2M$936.5M+$7.3M2026-11-02
Fisher Asset Management, LLC
DECREASED1,224,7401,264,238-39,498-3%$931.0M$906.0M-$25.0M2026-11-06
Truist Financial Corp
DECREASED924,269965,798-41,529-4%$711.2M$683.7M-$27.5M2026-10-30
Barings LLC
INCREASED905,098863,468+41,630+5%$635.9M$667.9M+$32.0M2026-10-22
Kestra Advisory Services, LLC
INCREASED880,835799,441+81,394+10%$588.7M$651.6M+$62.9M2026-11-02
Fiera Capital Corp
DECREASED765,101765,123-220%$563.4M$566.0M+$2.6M2026-11-06
Howard Capital Management, LLC
DECREASED761,610786,240-24,630-3%$579.0M$563.4M-$15.6M2026-10-16
Creative Planning
INCREASED756,372733,485+22,887+3%$540.1M$559.5M+$19.4M2026-11-02
Artemis Wealth Advisors, LLC
INCREASED736,327735,215+1,112+0%$541.4M$544.7M+$3.3M2026-11-05
Meitav Investment House LTD
INCREASED702,242699,790+2,452+0%$515.3M$519.5M+$4.2M2026-10-28
AIA Group Ltd
DECREASED653,872734,162-80,290-11%$540.6M$483.7M-$56.9M2026-10-30
GoalVest Advisory LLC
INCREASED613,9553,016+610,939+20257%$2.2M$2.6M+$342.2K2026-10-02
Lido Advisors, LLC
INCREASED529,923413,973+115,950+28%$305.0M$390.6M+$85.5M2026-11-04
Natixis
DECREASED472,314512,071-39,757-8%$377.1M$349.4M-$27.7M2026-11-06
AXS Investments LLC
INCREASED468,429232,594+235,835+101%$171.3M$346.5M+$175.2M2026-11-04
Imc-Chicago, LLC
NEW466,421—+466,421——$345.0M—2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED466,199431,181+35,018+8%$305.7M$340.7M+$35.0M2026-10-13
Daiwa Securities Group Inc.
INCREASED441,549263,775+177,774+67%$194.2M$326.6M+$132.4M2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
INCREASED398,824383,165+15,659+4%$279.5M$294.6M+$15.2M2026-10-29
Alaska Permanent Fund Corp
INCREASED386,727281,196+105,531+38%$207.1M$286.1M+$79.0M2026-10-21
J.Safra Asset Management Corp
INCREASED382,187369,769+12,418+3%$272.3M$282.7M+$10.4M2026-11-03
Consolidated Investment Group LLC
INCREASED360,400357,500+2,900+1%$263.3M$266.6M+$3.4M2026-11-04
Bell Bank
DECREASED347,988355,481-7,493-2%$261.8M$257.4M-$4.3M2026-10-21
Allen Investment Management, LLC
INCREASED338,935324,498+14,437+4%$239.0M$250.7M+$11.8M2026-11-03
Allworth Financial LP
NEW330,688—+330,688——$243.5M—2026-11-06
Mirae Asset Securities (USA) Inc.
DECREASED321,579402,276-80,697-20%$296.2M$237.9M-$58.3M2026-10-15
Japan Science & Technology Agency
UNCHANGED319,081319,08100%$235.0M$236.0M+$1.1M2026-10-16
Principal Financial Group Inc
INCREASED312,409148,055+164,354+111%$109.0M$231.1M+$122.1M2026-11-02
Cohen Klingenstein LLC
DECREASED286,509302,684-16,175-5%$222.9M$212.0M-$10.9M2026-10-15
Brookstone Capital Management
INCREASED285,019284,676+343+0%$209.6M$210.8M+$1.2M2026-10-22
Jefferies Financial Group Inc.
DECREASED278,466332,137-53,671-16%$244.6M$206.0M-$38.6M2026-11-05
Ppsc Investment Service Corp
INCREASED275,739269,678+6,061+2%$198.6M$204.0M+$5.4M2026-10-27
Steel Grove Capital Advisors, LLC
INCREASED258,392257,895+497+0%$189.9M$191.2M+$1.2M2026-10-13
Savant Capital, LLC
INCREASED257,11075,660+181,450+240%$55.5M$190.2M+$134.7M2026-11-06
Thrivent Financial for Lutherans
INCREASED243,024198,548+44,476+22%$146.2M$179.9M+$33.7M2026-11-05
Merit Financial Group, LLC
DECREASED234,989245,984-10,995-4%$181.1M$173.8M-$7.3M2026-11-06
Concurrent Investment Advisors, LLC
INCREASED212,787203,613+9,174+5%$149.9M$157.4M+$7.5M2026-10-16
Prime Capital Investment Advisors, LLC
INCREASED202,122200,376+1,746+1%$147.6M$149.5M+$2.0M2026-10-20
Steele Capital Management, Inc.
DECREASED199,620200,903-1,283-1%$148.1M$147.8M-$285.3K2026-11-02
Pinnacle Associates LTD
DECREASED197,863198,228-3650%$146.0M$146.4M+$397.9K2026-10-20
Greenup Street Wealth Management LLC
INCREASED196,560190,509+6,051+3%$140.3M$145.4M+$5.1M2026-10-28
SBI Securities Co., Ltd.
INCREASED192,352189,181+3,171+2%$139.3M$142.3M+$3.0M2026-10-22
Focused Wealth Management, Inc
INCREASED191,866188,384+3,482+2%$138.7M$141.9M+$3.2M2026-10-30
Independent Financial Group, LLC
DECREASED188,460194,302-5,842-3%$143.1M$139.4M-$3.7M2026-10-13
Div Capital Phoenix Assets Ltd
UNCHANGED186,688186,68800%$137.5M$138.1M+$629.1K2026-10-20
Diversify Advisory Services, LLC
INCREASED176,28892,596+83,692+90%$63.2M$128.3M+$65.2M2026-10-20
Diversify Wealth Management, LLC
INCREASED176,28892,596+83,692+90%$63.2M$128.3M+$65.2M2026-10-20
Farther Finance Advisors, LLC
DECREASED174,381192,548-18,167-9%$141.8M$129.0M-$12.8M2026-10-08
Kestra Private Wealth Services, LLC
DECREASED170,841172,540-1,699-1%$127.1M$126.4M-$675.4K2026-11-06
J.W. Cole Advisors, Inc.
DECREASED167,452174,312-6,860-4%$128.4M$123.9M-$4.5M2026-11-05
Meridian Wealth Management, LLC
DECREASED167,437170,017-2,580-2%$125.2M$123.9M-$1.3M2026-11-05
Clearstead Trust, LLC
INCREASED167,266163,527+3,739+2%$120.4M$123.7M+$3.3M2026-11-06
D.A. Davidson & Co.
INCREASED164,879162,392+2,487+2%$119.6M$122.0M+$2.4M2026-10-28
Fifth Third Bancorp
INCREASED164,498150,121+14,377+10%$110.5M$121.7M+$11.1M2026-11-05
Focus Financial Network, Inc.
INCREASED163,415161,020+2,395+1%$118.6M$120.9M+$2.3M2026-10-14
Perigon Wealth Management, LLC
DECREASED160,483174,476-13,993-8%$128.5M$118.7M-$9.8M2026-10-22
Banque Pictet & CIE SA
INCREASED160,318150,962+9,356+6%$110.7M$118.1M+$7.4M2026-10-16
Russell Investments Group, Ltd.
INCREASED160,236146,987+13,249+9%$108.2M$118.5M+$10.3M2026-11-06
Trilogy Capital Inc.
DECREASED159,814161,002-1,188-1%$118.6M$118.2M-$336.3K2026-10-20
Nisa Investment Advisors, LLC
INCREASED153,385138,692+14,693+11%$102.2M$113.6M+$11.3M2026-10-20
Beacon Capital Management, Inc.
INCREASED153,329149,296+4,033+3%$109.9M$113.4M+$3.5M2026-10-13
Yarbrough Capital, LLC
INCREASED150,806144,498+6,308+4%$106.4M$111.6M+$5.2M2026-10-19
Taiyo Life Insurance Co
UNCHANGED150,000150,00000%$110.5M$111.0K-$110.3M2026-10-20
Sumitomo Mitsui Trust Group, Inc.
INCREASED148,36681,507+66,859+82%$60.0M$109.8M+$49.7M2026-10-29
Pittenger & Anderson Inc
DECREASED147,972149,333-1,361-1%$110.0M$109.5M-$503.5K2026-11-02
SteelPeak Wealth, LLC
INCREASED147,039143,087+3,952+3%$105.5M$108.9M+$3.4M2026-10-16
Frank, Rimerman Advisors LLC
DECREASED146,361146,624-2630%$108.0M$108.3M+$299.5K2026-10-16
Arrow Financial Corp
INCREASED144,102143,023+1,079+1%$105.3M$106.6M+$1.3M2026-10-26
Bokf, NA
INCREASED143,318138,510+4,808+3%$102.0M$106.0M+$4.0M2026-10-27
Mirae Asset Global Investments Co., Ltd.
DECREASED138,947160,415-21,468-13%$118.1M$102.8M-$15.3M2026-11-03
Level Four Advisory Services, LLC
DECREASED136,904141,765-4,861-3%$104.4M$101.3M-$3.1M2026-11-06
Oppenheimer & Co Inc
DECREASED134,219136,940-2,721-2%$100.8M$99.3M-$1.6M2026-10-26
GenTrust, LLC
INCREASED133,983118,075+15,908+13%$87.0M$99.2M+$12.3M2026-11-06
Prospera Financial Services Inc
INCREASED133,861131,820+2,041+2%$97.2M$92.5M-$4.6M2026-11-04
Venture Visionary Partners LLC
INCREASED133,435130,932+2,503+2%$96.4M$98.7M+$2.3M2026-10-07
Csenge Advisory Group
INCREASED129,394127,737+1,657+1%$94.1M$95.7M+$1.7M2026-11-04
Winthrop Advisory Group LLC
DECREASED125,022127,279-2,257-2%$93.6M$92.6M-$1.0M2026-10-22
Sowell Financial Services LLC
INCREASED123,436121,974+1,462+1%$89.8M$91.3M+$1.5M2026-10-23
Mariner Investment Group LLC
NEW120,300—+120,300——$89.0M—2026-11-04
IFP Advisors, Inc
INCREASED119,241108,639+10,602+10%$80.0M$88.2M+$8.2M2026-10-16
Maxi Investments CY Ltd
INCREASED119,05295,053+23,999+25%$70.0M$88.1K-$69.9M2026-10-26
Bank of New York Mellon Corp
INCREASED118,969102,299+16,670+16%$75.3M$88.0M+$12.7M2026-11-05
Wedbush Securities Inc
DECREASED118,212120,476-2,264-2%$88.7M$87.5K-$88.6M2026-10-22
Intergy Private Wealth, LLC
INCREASED117,370114,374+2,996+3%$84.2M$86.8M+$2.6M2026-10-16
StoryOne LLC
INCREASED117,24455,596+61,648+111%$40.9M$86.7M+$45.8M2026-10-13
Y.D. More Investments Ltd
DECREASED114,998118,292-3,294-3%$87.1M$85.1M-$2.0M2026-11-02
SWF LLC
UNCHANGED114,124114,12400%$84.0M$84.4M+$384.6K2026-11-05
Apollon Wealth Management, LLC
INCREASED112,11795,002+17,115+18%$70.0M$82.9M+$13.0M2026-10-23
Sagespring Wealth Partners, LLC
DECREASED109,247111,180-1,933-2%$81.9M$80.8M-$1.1M2026-10-22
Pacific Capital Wealth Advisors, Inc.
INCREASED108,595101,140+7,455+7%$74.5M$80.3M+$5.9M2026-10-22
Golden Reserve Retirement LLC
DECREASED108,435109,093-658-1%$80.3M$80.2M-$119.0K2026-11-02
Sigma Planning Corp
DECREASED107,254115,727-8,473-7%$85.2M$79.1M-$6.1M2026-10-23
Fifth Third Securities, Inc.
INCREASED106,905106,108+797+1%$78.1M$79.1M+$947.6K2026-10-21
Industrial Alliance Investment Management Inc.
DECREASED104,738209,967-105,229-50%$154.6M$77.5M-$77.1M2026-10-29
Berkshire Money Management, Inc.
INCREASED103,745103,208+537+1%$76.0M$76.7M+$744.5K2026-10-21
Baker Avenue Asset Management, LP
DECREASED103,687103,843-1560%$76.5M$76.7M+$234.3K2026-11-06
Citizens Financial Group Inc
DECREASED103,463108,269-4,806-4%$79.7M$76.6M-$3.1M2026-10-23
Fortune 45 LLC
INCREASED103,05195,626+7,425+8%$70.4M$76.2M+$5.8M2026-10-14
CoreCap Advisors, LLC
DECREASED100,571106,411-5,840-5%$78.4M$74.4M-$4.0M2026-10-08
Ascent Wealth Partners, LLC
DECREASED99,227100,147-920-1%$73.7M$73.4M-$343.0K2026-10-23
TD Waterhouse Canada Inc.
INCREASED99,07292,412+6,660+7%$67.0M$73.5M+$6.5M2026-10-16
Nicholas Hoffman & Company, Llc.
INCREASED98,43398,405+28+0%$72.5M$72.8M+$351.8K2026-10-30
HB Wealth Management, LLC
DECREASED97,29897,393-950%$71.7M$72.0M+$257.7K2026-10-23
Fusion Family Wealth, LLC
INCREASED96,36695,411+955+1%$70.3M$71.3M+$1.0M2026-11-02
McElhenny Sheffield Capital Management, LLC
INCREASED95,5091,240+94,269+7602%$913.2K$70.7M+$69.7M2026-11-06
VestGen Advisors, LLC
DECREASED92,91998,340-5,421-6%$72.4M$68.7M-$3.7M2026-10-27
Integrity Alliance, Llc.
DECREASED92,325100,295-7,970-8%$73.9M$68.3M-$5.6M2026-10-29
Portfolio Strategies, Inc.
DECREASED91,32391,836-513-1%$67.6M$67.6M-$77.6K2026-11-06
Greenwood Gearhart LLC
INCREASED90,73390,571+162+0%$66.7M$67.1M+$425.1K2026-11-02
Jacobi Capital Management LLC
DECREASED89,94790,774-827-1%$66.8M$66.5M-$305.9K2026-11-05
Thor Trading Advisors, LLC
DECREASED89,53596,096-6,561-7%$70.8M$66.2M-$4.5M2026-11-05
CJM Wealth Advisers, Ltd.
DECREASED89,24289,921-679-1%$66.2M$66.0M-$199.2K2026-10-27
Activest Wealth Management
INCREASED88,91087,414+1,496+2%$64.4M$65.8M+$1.4M2026-10-15
180 GPS Investments IC Ltd
INCREASED86,59626,038+60,558+233%$19.2M$64.1M+$44.9M2026-11-06
Anchor Capital Management Group Inc
DECREASED85,500110,000-24,500-22%$81.0M$63.3M-$17.8M2026-11-02
Financial Solutions Advisory Group, Inc.
DECREASED85,44786,016-569-1%$62.2M$60.7M-$1.6M2026-10-28
Embree Financial Group
DECREASED85,32294,492-9,170-10%$69.6M$63.1M-$6.5M2026-10-22
RFG Holdings, Inc.
INCREASED85,14963,509+21,640+34%$46.8M$47.3M+$488.5K2026-10-30
AMG National Trust Bank
DECREASED84,49885,397-899-1%$62.9M$62.5M-$377.0K2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED84,42679,879+4,547+6%$58.8M$62.5M+$3.6M2026-10-23
Pacific Center for Financial Services
DECREASED83,05784,842-1,785-2%$62.5M$61.4M-$1.0M2026-10-15
Trifecta Capital Advisors, LLC
INCREASED82,17781,924+253+0%$60.3M$60.8M+$463.4K2026-10-21
Cooper Financial Group
INCREASED81,36679,322+2,044+3%$58.4M$60.2M+$1.8M2026-10-07
Parcion Private Wealth LLC
DECREASED80,75281,057-3050%$59.7M$59.7M+$47.7K2026-10-28
Harel Insurance Investments & Financial Services Ltd.
INCREASED78,92375,878+3,045+4%$55.9M$58.4M+$2.5M2026-11-02
NTV Asset Management LLC
INCREASED78,84177,610+1,231+2%$57.2M$58.3M+$1.2M2026-10-23
Socha Financial Group, LLC
DECREASED78,78080,816-2,036-3%$59.5M$58.3M-$1.2M2026-11-03
TCP Asset Management, LLC
INCREASED78,20877,272+936+1%$56.9M$58.6M+$1.7M2026-10-14
Wealthcare Advisory Partners LLC
INCREASED77,43273,003+4,429+6%$53.8M$57.3M+$3.5M2026-10-21
Evensky & Katz LLC
DECREASED77,40080,111-2,711-3%$59.0M$57.3M-$1.7M2026-10-27
Segment Wealth Management, LLC
DECREASED76,69276,710-180%$56.5M$56.7M+$245.2K2026-10-26
Oxler Private Wealth LLC
DECREASED76,23577,683-1,448-2%$57.2M$56.4M-$809.8K2026-10-21
Smith Chas P & Associates PA Cpas
DECREASED75,43778,088-2,651-3%$57.5M$53.5M-$4.0M2026-10-22
Tanglewood Wealth Management, Inc.
DECREASED75,09076,145-1,055-1%$56.1M$55.5M-$524.1K2026-10-23
Amundi
INCREASED73,33568,685+4,650+7%$50.6M$54.3M+$3.7M2026-11-06
PFG Advisors
INCREASED72,84869,020+3,828+6%$50.8M$53.9M+$3.1M2026-10-16
Client First Capital LLC
DECREASED72,51976,847-4,328-6%$56.6M$53.6M-$2.9M2026-10-22
Kennicott Capital Management LLC
DECREASED72,17672,704-528-1%$53.5M$53.4M-$145.3K2026-10-16
Regions Financial Corp
INCREASED71,93970,615+1,324+2%$52.0M$53.2M+$1.2M2026-11-05
Atlatl Advisers LLC
DECREASED71,36074,258-2,898-4%$54.7M$52.8M-$1.9M2026-10-22
Valence8 US LP
INCREASED69,94069,893+47+0%$51.5M$51.7M+$270.3K2026-11-03
Form Wealth Advisors, LLC
DECREASED68,83789,721-20,884-23%$66.1M$50.9M-$15.1M2026-10-13
StoneX Group Inc.
INCREASED68,70368,473+230+0%$49.4M$49.8M+$360.2K2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
INCREASED67,98167,314+667+1%$49.6M$50.3M+$720.6K2026-10-23
Beacon Capital Management, LLC
DECREASED67,97379,780-11,807-15%$58.8M$50.3M-$8.5M2026-10-23
Bailard, Inc.
DECREASED67,858170,482-102,624-60%$125.5M$50.2M-$75.3M2026-10-13
Mine & Arao Wealth Creation & Management, Llc.
DECREASED67,07669,519-2,443-4%$51.2M$49.6M-$1.6M2026-10-29
First Heartland Consultants, Inc.
INCREASED66,63761,101+5,536+9%$45.0M$49.3M+$4.3M2026-10-08
Virtus Wealth Solutions LLC
DECREASED66,28467,649-1,365-2%$49.8M$49.0M-$781.9K2026-11-03
Dynamic Advisor Solutions LLC
INCREASED66,01659,533+6,483+11%$43.8M$48.8M+$5.0M2026-10-13
Halter Ferguson Financial Inc.
INCREASED65,74763,482+2,265+4%$46.7M$48.6M+$1.9M2026-10-21
Union Bancaire Privee, UBP SA
INCREASED65,74427,663+38,081+138%$19.6M$44.1M+$24.5M2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
DECREASED65,46765,745-2780%$48.4M$48.4M+$15.3K2026-10-21
Gratus Wealth Advisors, LLC
DECREASED64,90165,061-1600%$47.9M$48.0M+$101.1K2026-10-26
Arkansas Financial Group, Inc.
DECREASED64,63465,851-1,217-2%$48.5M$47.8M-$678.5K2026-10-26
Altus Wealth Management, LLC
INCREASED64,58464,081+503+1%$47.2M$47.8M+$588.3K2026-10-13
Obermeyer Wealth Partners
INCREASED64,15554,479+9,676+18%$40.1M$47.5M+$7.3M2026-10-21
Exchange Traded Concepts, LLC
DECREASED63,65064,062-412-1%$47.2M$47.1M-$88.9K2026-10-28
IFG Advisors, LLC
DECREASED63,33164,281-950-1%$47.3M$46.9M-$486.6K2026-10-15
Thryve Wealth Management LLC
DECREASED63,01864,680-1,662-3%$47.6M$46.6M-$1.0M2026-10-09
Lodestar Private Asset Management LLC
DECREASED62,82464,519-1,695-3%$47.5M$46.5M-$1.0M2026-10-26
Choreo, LLC
INCREASED62,70056,702+5,998+11%$41.7M$46.4M+$4.6M2026-10-28
Evolution Wealth Advisors, LLC
INCREASED62,47046,255+16,215+35%$34.1M$46.2M+$12.2M2026-11-03
Certified Advisory Corp
INCREASED62,26961,040+1,229+2%$45.0M$46.1M+$1.1M2026-10-29
Kozak & Associates, Inc.
DECREASED61,47563,600-2,125-3%$46.1M$44.6M-$1.5M2026-10-29
International Assets Investment Management, LLC
DECREASED61,07061,186-1160%$44.4M$45.3M+$945.2K2026-11-02
GC Wealth Management RIA, LLC
INCREASED60,36851,494+8,874+17%$37.9M$44.7M+$6.7M2026-11-02
FF Advisors,LLC
DECREASED60,24260,288-460%$44.4M$44.6M+$169.3K2026-10-21
Blue Zone Wealth Advisors, LLC
INCREASED59,67458,547+1,127+2%$43.1M$44.1M+$1.0M2026-10-19
Royal Fund Management, LLC
INCREASED59,65857,049+2,609+5%$42.0M$44.1M+$2.1M2026-10-22
Connecticut Wealth Management, LLC
DECREASED58,13058,148-180%$42.8M$43.0M+$182.6K2026-10-13
Wilmington Savings Fund Society, FSB
INCREASED57,82456,328+1,496+3%$41.5M$42.8M+$1.3M2026-10-23
KCM Investment Advisors LLC
DECREASED57,58058,141-561-1%$42.8M$42.6M-$219.6K2026-10-27
Amplius Wealth Advisors, LLC
INCREASED57,40652,454+4,952+9%$38.6M$42.5M+$3.8M2026-10-20
Balance Wealth Partners LLC
INCREASED57,04152,718+4,323+8%$38.8M$42.2M+$3.4M2026-10-27
Vise Technologies, Inc.
NEW56,599—+56,599——$41.9M—2026-10-29
iA Global Asset Management Inc.
INCREASED56,42555,754+671+1%$41.1M$41.7M+$685.0K2026-10-29
HUB Investment Partners, LLC
INCREASED56,34952,697+3,652+7%$38.8M$41.7M+$2.9M2026-11-03
Braeburn Wealth Management LLC
DECREASED56,26257,603-1,341-2%$42.4M$41.6M-$800.3K2026-10-15
Horizon Wealth Management, LLC
INCREASED55,70546,062+9,643+21%$33.9M$41.2M+$7.3M2026-11-02
Diesslin Group, Inc.
INCREASED55,70552,745+2,960+6%$38.8M$41.2M+$2.4M2026-10-14
Dhjj Financial Advisors, Ltd.
DECREASED54,85555,467-612-1%$40.8M$40.6M-$265.2K2026-10-23
Investment Advisory Services Inc
INCREASED54,85353,857+996+2%$39.7M$40.6M+$918.5K2026-10-27
Madrona Financial Services, LLC
DECREASED54,72164,049-9,328-15%$47.2M$40.5M-$6.7M2026-10-23
Northern Capital Management, Inc.
DECREASED54,10456,877-2,773-5%$41.9M$40.0M-$1.9M2026-11-05
AJ Advisors, LLC
DECREASED54,06255,168-1,106-2%$40.6M$40.0M-$632.4K2026-10-29
Silverleafe Capital Partners, LLC
DECREASED53,72253,907-1850%$39.7M$39.7M+$45.1K2026-10-02
CIBC Asset Management Inc
DECREASED53,71278,907-25,195-32%$58.1M$39.7M-$18.4M2026-11-05
RFG Advisory, LLC
INCREASED53,49752,562+935+2%$38.7M$39.6M+$868.9K2026-11-03
Constellation Investments, Inc.
DECREASED53,181175,908-122,727-70%$129.5M$39.3M-$90.2M2026-10-28
Oppenheimer Asset Management Inc.
INCREASED53,11851,960+1,158+2%$38.3M$39.3M+$1.0M2026-10-27
Parallel Advisors, LLC
INCREASED51,70549,090+2,615+5%$36.2M$38.2M+$2.1M2026-11-03
Clarity Wealth Advisors, LLC
DECREASED51,05353,200-2,147-4%$39.2M$37.8M-$1.4M2026-10-21
BostonPremier Wealth LLC
INCREASED50,96349,385+1,578+3%$36.4M$37.7M+$1.3M2026-10-16
AtlasMark Financial, Inc
UNCHANGED50,93050,93000%$37.5M$37.7M+$171.6K2026-10-13
Kwmg, LLC
INCREASED50,83050,025+805+2%$36.8M$37.6M+$764.7K2026-10-07
Crestwood Advisors Group, LLC
INCREASED50,71749,701+1,016+2%$36.6M$37.5M+$918.9K2026-10-27
Seal Cove Capital, LLC
NEW50,715—+50,715——$37.5M—2026-11-06
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED50,65053,450-2,800-5%$39.4M$37.5M-$1.9M2026-11-03
Triton Wealth Management, Pllc
INCREASED50,40847,843+2,565+5%$34.0M$34.6M+$556.6K2026-11-04
Park Avenue Securities LLC
INCREASED50,37347,996+2,377+5%$35.3M$37.3M+$1.9M2026-10-26
HWG Holdings LP
INCREASED50,34230,677+19,665+64%$22.6M$37.2M+$14.7M2026-10-08
CV Advisors LLC
INCREASED49,99433,938+16,056+47%$25.0M$37.0M+$12.0M2026-10-13
Scott Capital Advisors, LLC
INCREASED49,89345,828+4,065+9%$33.7M$37.8M+$4.1M2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED49,801112,507-62,706-56%$82.9M$36.8M-$46.0M2026-10-16
Sepio Capital, LP
INCREASED49,73621,389+28,347+133%$15.8M$36.8M+$21.0M2026-10-22
Larson Financial Group LLC
INCREASED49,55546,890+2,665+6%$34.5M$36.7M+$2.1M2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED49,27548,429+846+2%$35.7M$36.5M+$788.7K2026-10-09
Pilgrim Partners Asia Pte Ltd
DECREASED49,26654,650-5,384-10%$40.2M$36.4M-$3.8M2026-10-29
PKS Advisory Services, LLC
UNCHANGED49,21149,21100%$36.3M$36.3M$02026-10-26
Banta Asset Management LP
INCREASED49,05848,591+467+1%$35.8M$36.3M+$509.2K2026-11-02
Cerro Pacific Wealth Advisors LLC
DECREASED48,92749,306-379-1%$36.3M$36.2M-$114.6K2026-10-22
PPS&V Asset Management Consultants, Inc.
DECREASED48,90949,874-965-2%$36.7M$36.2M-$546.2K2026-10-06
Wealth Group Ltd
DECREASED48,72548,982-257-1%$36.1M$36.5M+$452.9K2026-10-07
Flagship Wealth Advisors, LLC
INCREASED48,53647,420+1,116+2%$34.9M$35.9M+$985.9K2026-11-03
WealthCare Investment Partners, LLC
INCREASED47,81144,954+2,857+6%$33.1M$35.4M+$2.3M2026-11-05
Harfst & Associates, Inc.
DECREASED47,79548,970-1,175-2%$36.1M$35.4M-$703.9K2026-10-20
Archer Investment Corp
INCREASED47,69745,223+2,474+5%$33.3M$35.3M+$2.0M2026-11-05
Indivisible Partners
INCREASED47,48833,464+14,024+42%$24.6M$35.1M+$10.5M2026-10-26
Coyle Financial Counsel LLC
DECREASED46,94749,250-2,303-5%$36.3M$34.7M-$1.5M2026-10-28
MGO One Seven LLC
DECREASED46,80848,473-1,665-3%$35.7M$34.6M-$1.1M2026-10-28
Peterson Wealth Management
INCREASED46,80744,722+2,085+5%$32.9M$34.6M+$1.7M2026-11-06
MBE Wealth Management, LLC
DECREASED46,65747,304-647-1%$34.8M$34.5M-$319.7K2026-10-26
Hudock, Inc.
DECREASED46,51447,072-558-1%$34.7M$34.4M-$254.5K2026-10-14
Brighton Jones LLC
INCREASED45,95745,301+656+1%$33.4M$34.0M+$638.3K2026-11-03
Axxcess Wealth Management, LLC
DECREASED45,93951,669-5,730-11%$38.0M$34.0M-$4.1M2026-10-21
Chicago Partners Investment Group LLC
INCREASED45,87042,826+3,044+7%$29.6M$32.3M+$2.7M2026-10-27
Fairway Wealth LLC
INCREASED45,85745,774+83+0%$33.7M$33.9M+$217.5K2026-10-30
Ellis Investment Partners, LLC
INCREASED45,84345,814+29+0%$33.7M$33.9M+$175.8K2026-10-21
Jmac Enterprises LLC
INCREASED45,68345,564+119+0%$33.6M$33.8M+$241.6K2026-10-30
Fairfield Financial Advisors, LTD
DECREASED45,54547,604-2,059-4%$35.1M$33.7M-$1.4M2026-10-14
Equitable Trust Co
DECREASED45,24745,700-453-1%$33.7M$33.5M-$181.1K2026-10-13
Burns J W & Co Inc
INCREASED45,16044,862+298+1%$33.0M$33.4M+$371.7K2026-10-20
Darrow Company, Inc.
DECREASED45,11945,458-339-1%$33.4M$33.4M-$62.1K2026-10-22
Virtue Capital Management, LLC
INCREASED44,57027,045+17,525+65%$19.9M$33.0M+$13.1M2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED44,49144,330+161+0%$32.6M$32.9M+$319.1K2026-11-03
Robertson Stephens Wealth Management, LLC
DECREASED44,44844,914-466-1%$33.1M$32.9M-$195.9K2026-10-16
Beacon Financial Planning, Inc
DECREASED44,42945,449-1,020-2%$33.5M$32.9M-$601.8K2026-11-04
Guardian Capital, LLC
INCREASED44,20417,646+26,558+151%$13.0M$32.7M+$19.7M2026-11-06
Sanders Morris Harris LLC
NEW44,153—+44,153——$32.8M—2026-10-14
Private Advisory Group LLC
DECREASED43,98274,272-30,290-41%$54.7M$32.5M-$22.2M2026-11-06
Eagle Global Advisors LLC
INCREASED43,49440,335+3,159+8%$29.7M$32.2M+$2.5M2026-11-02
Integrated Advisors Network LLC
DECREASED43,46748,123-4,656-10%$35.4M$32.2M-$3.3M2026-10-20
CRA Financial Services, LLC
INCREASED43,43143,243+188+0%$31.8M$32.1M+$284.6K2026-10-16
M Holdings Securities, Inc.
NEW43,363—+43,363——$30.5K—2026-11-03
New Perspectives, Inc
DECREASED42,99743,452-455-1%$32.0M$31.8M-$189.7K2026-10-14
LifeSteps Financial, Inc.
DECREASED41,87844,460-2,582-6%$32.7M$31.0M-$1.8M2026-10-15
Valeo Financial Advisors, LLC
DECREASED41,60242,874-1,272-3%$31.6M$30.8M-$795.9K2026-10-08
RIA Advisory Group LLC
DECREASED41,34764,208-22,861-36%$47.3M$30.6M-$16.7M2026-10-15
GenWealth Group, Inc.
DECREASED41,06442,875-1,811-4%$31.6M$30.4M-$1.2M2026-10-16
Granville Capital, Inc.
INCREASED40,49938,314+2,185+6%$28.2M$30.0M+$1.7M2026-11-05
Cornerstone Wealth Management, LLC
DECREASED40,43640,458-220%$29.8M$29.9M+$120.3K2026-11-04
Foster Victor Wealth Advisors, LLC
INCREASED40,38738,163+2,224+6%$27.5M$29.0M+$1.5M2026-10-21
Retirement Planning Group, LLC
DECREASED40,25242,635-2,383-6%$31.4M$29.8M-$1.6M2026-10-19
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED40,02640,02600%$29.5M$29.5M$02026-10-15
Wedmont Private Capital
INCREASED39,99035,895+4,095+11%$26.0M$29.9M+$3.9M2026-10-09
Prairie Advisory, LLC
INCREASED39,97423,805+16,169+68%$17.5M$29.6M+$12.0M2026-10-19
Reyes Financial Architecture, Inc.
INCREASED39,95212,145+27,807+229%$8.9M$29.6M+$20.6M2026-10-22
Apella Capital, LLC
DECREASED39,91240,317-405-1%$28.6M$30.2M+$1.6M2026-10-08
Capital Management Associates, Inc
INCREASED39,84239,468+374+1%$29.1M$29.5M+$409.9K2026-10-20
Green Ridge Wealth Planning LLC
INCREASED39,34938,107+1,242+3%$28.1M$29.1M+$1.0M2026-10-08
BAR Harbor Wealth Management
DECREASED39,10239,114-120%$28.8M$28.9M+$122.9K2026-10-21
Ritholtz Wealth Management
DECREASED39,076338,708-299,632-88%$249.4M$28.9M-$220.5M2026-11-05
Foster Group, Inc.
DECREASED38,84941,407-2,558-6%$30.5M$28.7M-$1.8M2026-10-13
Commonwealth Financial Services, LLC
DECREASED38,70059,472-20,772-35%$43.8M$28.6M-$15.2M2026-10-20
Parisi Gray Wealth Management
INCREASED38,61837,979+639+2%$28.0M$28.6M+$600.6K2026-10-16
Steinberganna Wealth Management
INCREASED38,51538,323+192+1%$28.2M$28.5M+$271.6K2026-10-23
Thrive Capital Management, LLC
DECREASED38,51439,112-598-2%$28.8M$28.5M-$310.7K2026-10-28
Warwick Investment Management, Inc.
DECREASED38,44738,783-336-1%$28.6M$28.4M-$117.8K2026-10-19
Garde Capital, Inc.
INCREASED38,30135,751+2,550+7%$26.3M$28.3M+$2.0M2026-10-29
Cedar Mountain Advisors, LLC
DECREASED38,24939,980-1,731-4%$29.4M$28.3M-$1.1M2026-10-15
Brindle & Bay Financial Advisors, LLC
INCREASED38,17231,422+6,750+21%$23.1M$28.2M+$5.1M2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED38,13129,270+8,861+30%$21.2M$28.2M+$7.0M2026-10-13
Family Capital Management, Inc.
DECREASED38,11038,987-877-2%$28.7M$28.2M-$517.4K2026-11-03
Joel Isaacson & Co., LLC
INCREASED38,05237,699+353+1%$27.8M$28.1M+$388.1K2026-11-05
Mission Wealth Management, LP
DECREASED37,82847,181-9,353-20%$34.7M$28.0M-$6.8M2026-10-15
Nations Financial Group Inc,
DECREASED37,75851,660-13,902-27%$38.0M$27.9M-$10.1M2026-11-05
Richmond Investment Services, LLC
INCREASED37,53736,921+616+2%$27.2M$27.8M+$580.1K2026-10-29
Falcon Wealth Planning
DECREASED36,941104,118-67,177-65%$76.7M$27.3M-$49.3M2026-11-06
Crescent Grove Advisors, LLC
INCREASED36,60236,276+326+1%$26.7M$27.1M+$360.6K2026-10-21
Three Bridge Wealth Advisors, LLC
INCREASED36,42236,023+399+1%$26.6M$27.0M+$414.4K2026-11-05
Assetmark, Inc
INCREASED36,41534,347+2,068+6%$25.3M$26.9M+$1.6M2026-10-21
Capital Advisors, Ltd. LLC
INCREASED36,28835,848+440+1%$26.4K$26.8M+$26.8M2026-10-27
Washburn Capital Management, Inc.
DECREASED36,20237,542-1,340-4%$27.6M$26.8M-$864.4K2026-10-19
JB Capital LLC
INCREASED35,91635,555+361+1%$26.2M$26.6M+$386.8K2026-10-19
Clearstead Advisors, LLC
INCREASED35,40134,378+1,023+3%$25.3M$26.2M+$870.9K2026-11-06
E&G Advisors, LLC
INCREASED35,39834,618+780+2%$25.5M$26.2M+$693.7K2026-10-13
Mattern Wealth Management LLC
INCREASED35,29335,150+143+0%$25.9M$26.1M+$224.2K2026-11-04
Cassaday & Co Wealth Management LLC
DECREASED35,08438,843-3,759-10%$28.6M$26.0M-$2.6M2026-10-27
Penobscot Investment Management Company, Inc.
DECREASED35,05937,009-1,950-5%$27.3M$25.9M-$1.3M2026-10-26
Eagle Capital Management, LLC
INCREASED35,04235,028+14+0%$25.8K$25.9K+$1282026-10-19
Magnolia Capital Management LTD
DECREASED35,01335,345-332-1%$26.0K$25.9K-$1262026-10-09
Fortis Group Advisors, LLC
DECREASED34,96635,813-847-2%$26.4M$24.2M-$2.2M2026-11-06
VVR Holdings LLC
INCREASED34,82833,667+1,161+3%$24.8M$25.8M+$972.6K2026-10-19
Vontobel Holding Ltd.
DECREASED34,79840,895-6,097-15%$30.1M$25.7M-$4.4M2026-10-16
Avondale Wealth Management
DECREASED34,60034,603-30%$25.5M$25.6M+$114.8K2026-10-15
TrustBank
INCREASED34,47634,356+120+0%$25.3M$25.5M+$204.6K2026-10-20
Bensler, LLC
INCREASED34,41532,731+1,684+5%$24.1M$25.5M+$1.4M2026-11-05
Home Federal Bank of Tennessee
DECREASED34,32235,598-1,276-4%$26.2M$25.4M-$824.0K2026-10-15
Grandview Asset Management LLC
INCREASED34,30430,038+4,266+14%$22.0M$25.4M+$3.4M2026-10-19
AlphaCore Capital LLC
INCREASED34,29927,974+6,325+23%$20.6M$25.4M+$4.8M2026-11-04
HBW Advisory Services LLC
DECREASED33,99557,393-23,398-41%$42.3M$25.1M-$17.1M2026-10-15
Wealth Management Partners, LLC
DECREASED33,96736,467-2,500-7%$26.9M$25.1M-$1.7M2026-10-21
Cannon Capital Management, Inc.
NEW33,965—+33,965——$25.1M—2026-11-03
Certuity, LLC
DECREASED33,91834,499-581-2%$25.3M$25.1M-$209.1K2026-11-02
USAdvisors Wealth Management, LLC
INCREASED33,87233,063+809+2%$24.3M$25.1K-$24.3M2026-10-21
Kelsey Financial, LLC
DECREASED33,86237,403-3,541-9%$27.5M$25.1M-$2.5M2026-10-28
Financial Guidance Group, Inc.
INCREASED33,61532,154+1,461+5%$23.7M$24.9M+$1.2M2026-10-21
Pachira Investments Inc.
INCREASED33,36128,589+4,772+17%$21.1M$24.7M+$3.6M2026-10-14
Mesirow Financial Investment Management, Inc.
DECREASED33,29134,939-1,648-5%$25.7M$24.6M-$1.1M2026-11-05
Dumont & Blake Investment Advisors LLC
DECREASED33,23333,624-391-1%$24.8M$24.6M-$176.4K2026-10-28
Proathlete Wealth Management LLC
INCREASED33,19431,458+1,736+6%$23.2M$24.6M+$1.4M2026-10-15
PW Nova Financial Services LLC
DECREASED33,07133,306-235-1%$24.5M$24.5M-$61.5K2026-10-15
BXM Wealth LLC
DECREASED32,98133,655-674-2%$24.8M$24.4M-$384.9K2026-11-03
First United Bank & Trust
DECREASED32,91432,944-300%$24.3M$24.3M+$88.8K2026-10-22
Asset Allocation Strategies LLC
NEW32,896—+32,896——$24.3M—2026-10-20
Koshinski Asset Management, Inc.
INCREASED32,64732,099+548+2%$23.6M$24.2M+$513.5K2026-10-29
VMS Asset Management Limited
NEW32,585—+32,585——$24.1M—2026-10-15
Pioneer Family Office, LLC
DECREASED32,57738,297-5,720-15%$28.2M$24.1M-$4.1M2026-10-30
Trinity Wealth Management, LLC
DECREASED32,53232,722-190-1%$24.1M$24.1M-$30.2K2026-10-13
Golden State Wealth Management, LLC
INCREASED32,45131,300+1,151+4%$23.0M$24.0M+$957.0K2026-11-02
Gouws Capital LLC
DECREASED32,34033,088-748-2%$24.4M$23.9M-$442.0K2026-10-09
Powell Investment Advisors, LLC
INCREASED32,18132,024+157+0%$23.6M$23.8M+$221.8K2026-10-22
Fairvoy Private Wealth, LLC
INCREASED31,97731,838+139+0%$23.4M$23.7M+$209.5K2026-10-19
Albion Financial Group
DECREASED31,94932,167-218-1%$23.7M$23.6M-$52.8K2026-10-21
Syntegra Private Wealth Group, LLC
DECREASED31,85431,979-1250%$23.5M$23.6M+$15.1K2026-10-13
Westside Investment Management, Inc.
INCREASED31,54030,753+787+3%$22.6M$23.3M+$700.6K2026-11-02
Enzi Wealth
INCREASED31,48730,953+534+2%$22.3M$23.4M+$1.1M2026-10-14
Fischer Financial Services, Inc.
INCREASED31,39231,320+72+0%$23.1M$23.2M+$158.2K2026-10-30
ICG Advisors, LLC
DECREASED31,28231,571-289-1%$20.5M$23.1M+$2.7M2026-10-20
Keybank National Association
INCREASED31,25330,790+463+2%$22.7M$23.1M+$446.3K2026-11-04
Financial Insights, Inc.
INCREASED31,21829,790+1,428+5%$21.9M$23.1M+$1.2M2026-10-27
WealthBridge Capital Management, LLC
INCREASED31,21730,264+953+3%$22.3M$23.1M+$806.7K2026-10-16
David J Yvars Group
INCREASED31,04631,042+4+0%$22.9M$23.0M+$111.0K2026-10-09
Founders Financial Securities LLC
DECREASED31,02735,278-4,251-12%$26.0M$23.0M-$3.0M2026-10-28
D'Orazio & Associates, Inc.
DECREASED30,55132,236-1,685-5%$23.7M$22.6M-$1.1M2026-11-04
Sigma Investment Counselors Inc
INCREASED30,47725,299+5,178+20%$18.6M$22.5M+$3.9M2026-10-27
Asset One Wealth Management LLC
DECREASED30,43330,642-209-1%$22.0M$22.5M+$520.4K2026-11-02
Platt Investment Counsel, LLC
DECREASED29,93836,623-6,685-18%$27.0M$22.1M-$4.8M2026-10-07
Destiny Capital Corp
DECREASED29,86231,532-1,670-5%$23.2M$22.1M-$1.1M2026-11-03
Global Wealth Strategies & Associates
DECREASED29,61629,671-550%$21.8M$21.9M+$59.0K2026-10-02
Fox Financial, Inc
DECREASED29,48030,272-792-3%$22.3M$21.8M-$483.9K2026-10-29
Solidarity Wealth, LLC
INCREASED29,47228,253+1,219+4%$20.8M$21.8M+$997.0K2026-10-15
Capital Investment Advisors, LLC
INCREASED29,39727,662+1,735+6%$20.4M$21.7M+$1.4M2026-10-22
Global Wealth Management Investment Advisory, Inc.
DECREASED29,39430,623-1,229-4%$22.6M$21.7M-$806.1K2026-11-04
Townsend Asset Management Corp
DECREASED29,25229,559-307-1%$21.8M$21.6M-$127.2K2026-10-29
Bison Wealth, LLC
INCREASED29,21329,138+75+0%$21.1M$21.8M+$732.6K2026-10-13
Atlas Private Wealth Advisors
INCREASED29,20028,670+530+2%$21.1M$21.6M+$488.8K2026-10-23
Crew Capital Management, Ltd
DECREASED29,03429,813-779-3%$22.0M$21.5M-$475.5K2026-10-28
Alpha Zero LLC
INCREASED28,98026,267+2,713+10%$18.5M$21.4M+$2.9M2026-11-06
Gerber Kawasaki Wealth & Investment Management
DECREASED28,95729,756-799-3%$21.9M$21.4M-$491.3K2026-10-29
Merrithew & Thorsten Inc
INCREASED28,95628,142+814+3%$20.7M$21.4M+$698.0K2026-11-06
Ryan Investment Management, Inc.
INCREASED28,89127,684+1,207+4%$20.4M$21.4M+$986.2K2026-10-20
Nfsg Corp
INCREASED28,88128,155+726+3%$20.7M$21.4M+$632.2K2026-10-15
Garner Asset Management Corp
DECREASED28,69628,985-289-1%$21.3M$20.4M-$907.2K2026-10-30
DT Investment Partners, LLC
DECREASED28,62928,714-850%$21.1M$21.2M+$33.9K2026-10-27
Rye Brook Capital LLC
DECREASED28,58630,271-1,685-6%$22.3M$21.1K-$22.3M2026-10-07
Financial Enhancement Group LLC
DECREASED28,56629,534-968-3%$21.7M$21.6M-$103.5K2026-10-08
Lee Financial Co
DECREASED28,56528,746-181-1%$21.2M$21.1M-$38.3K2026-10-16
ETF Portfolio Partners, Inc.
DECREASED28,53928,568-290%$21.0M$21.1M+$74.8K2026-10-22
Droms Strauss Advisors Inc
DECREASED28,51329,904-1,391-5%$22.0M$21.1M-$928.3K2026-11-03
Compound Planning, Inc.
DECREASED28,47228,922-450-2%$21.3M$21.1M-$235.5K2026-11-05
Heritage OAK Wealth Advisors LLC
NEW28,466—+28,466——$21.1M—2026-10-14
Moors & Cabot, Inc.
INCREASED28,43126,641+1,790+7%$19.6M$21.0M+$1.4M2026-11-06
Vivid Wealth Management, LLC
DECREASED28,42929,094-665-2%$21.4M$21.0M-$393.9K2026-10-27
Acorn Financial Advisory Services Inc
INCREASED28,38427,465+919+3%$20.2M$21.0M+$773.5K2026-11-02
Mather Group, Llc.
DECREASED28,29028,712-422-1%$21.1M$20.9M-$215.7K2026-10-14
Redhawk Wealth Advisors, Inc.
INCREASED28,27411,986+16,288+136%$8.8M$20.9M+$12.1M2026-10-14
Bay Capital Advisors, LLC
INCREASED28,22827,946+282+1%$20.6M$20.9M+$302.7K2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED27,80131,215-3,414-11%$23.0M$20.6M-$2.4M2026-10-27
Benin Management Corp
DECREASED27,65928,076-417-1%$20.7M$20.5M-$213.9K2026-10-22
IPG Investment Advisors LLC
INCREASED27,55517,712+9,843+56%$13.0M$20.4M+$7.4M2026-10-30
Founders Capital Management
DECREASED27,52527,936-411-1%$20.6M$20.4M-$210.1K2026-10-13
KPP Advisory Services LLC
DECREASED27,50533,563-6,058-18%$24.7M$20.3M-$4.4M2026-10-26
Rareview Capital LLC
INCREASED27,48126,341+1,140+4%$14.5M$20.3M+$5.8M2026-11-05
Simplicity Wealth,LLC
INCREASED27,47424,680+2,794+11%$18.2M$20.3M+$2.2M2026-10-23
Financial Concepts Unlimited, Inc.
INCREASED27,44427,121+323+1%$20.0M$20.3M+$330.6K2026-11-06
Avestar Capital, LLC
DECREASED27,42662,347-34,921-56%$45.9M$20.3M-$25.6M2026-10-28
Luken Investment Analytics, LLC
DECREASED27,31227,354-420%$20.1M$20.2M+$61.1K2026-11-06
Verus Capital Partners, LLC
INCREASED27,19725,485+1,712+7%$18.8M$20.1M+$1.4M2026-11-03
Lake Street Private Wealth, LLC
INCREASED27,17826,985+193+1%$19.9M$20.1M+$235.5K2026-10-22
Chris Bulman Inc
INCREASED26,95425,466+1,488+6%$18.8M$19.9M+$1.2M2026-10-20
Davidson Kahn Capital Management, LLC
INCREASED26,76926,160+609+2%$19.3M$19.8M+$520.0K2026-10-26
Carbahal Olsen Financial Services Group, LLC
DECREASED26,72727,747-1,020-4%$20.4M$19.8M-$661.3K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED26,45426,836-382-1%$19.8M$19.6M-$192.3K2026-11-04
Bank Pictet & Cie (Europe) AG
DECREASED26,16528,221-2,056-7%$20.7M$19.3M-$1.4M2026-10-20
Private Wealth Partners, LLC
DECREASED26,16327,550-1,387-5%$20.3M$19.4M-$933.2K2026-10-22
Lauer Wealth, LLC
DECREASED26,03532,633-6,598-20%$23.5M$19.5M-$4.0M2026-10-13
Davidson Capital Management Inc.
DECREASED25,99226,254-262-1%$19.3M$19.2M-$105.3K2026-10-15
Schear Investment Advisers, LLC
INCREASED25,9033,904+21,999+564%$2.9M$19.2M+$16.3M2026-10-14
Tempo Wealth, LLC
DECREASED25,90325,928-250%$19.1M$19.2M+$68.6K2026-10-14
Jacksonville Wealth Management, LLC
INCREASED25,73623,936+1,800+8%$17.6M$19.0M+$1.4M2026-10-30
Creative Financial Designs Inc
INCREASED25,69724,254+1,443+6%$17.9M$19.0M+$1.1M2026-11-04
Buska Wealth Management, LLC
INCREASED25,44423,633+1,811+8%$17.4M$18.8M+$1.4M2026-10-08
Lighthouse Wealth Management Inc.
INCREASED25,41724,988+429+2%$18.4M$18.8M+$401.7K2026-10-13
jvl associates llc
DECREASED25,27625,736-460-2%$19.0M$18.7M-$254.3K2026-10-09
Wesbanco Bank Inc
DECREASED25,25426,321-1,067-4%$19.4M$18.7M-$700.6K2026-11-04
Gerald Baker Financial Group LLC
INCREASED25,15224,772+380+2%$18.2M$18.6M+$364.8K2026-10-09
Mechanics Bank Trust Department
INCREASED25,14525,040+105+0%$18.4M$18.6M+$162.1K2026-10-13
Gerber, LLC
DECREASED25,13625,197-610%$18.6M$18.6M+$39.5K2026-10-21
Davenport & Co LLC
INCREASED25,10723,553+1,554+7%$17.3M$18.6M+$1.2M2026-10-14
Sheets Smith Wealth Management
DECREASED25,09027,593-2,503-9%$20.3M$18.6M-$1.8M2026-10-16
Hazlett, Burt & Watson, Inc.
INCREASED25,04024,936+104+0%$15.1M$14.8M-$286.6K2026-11-04
Accurate Wealth Management, LLC
INCREASED25,00011,940+13,060+109%$8.7M$18.6M+$9.9M2026-10-20
Integrity Advisory Solutions, LLC
INCREASED24,99819,854+5,144+26%$14.6M$18.5M+$3.9M2026-10-29
AdvisorNet Financial, Inc
INCREASED24,85224,057+795+3%$17.7M$18.1M+$399.9K2026-10-15
Soltis Investment Advisors LLC
INCREASED24,78921,594+3,195+15%$15.9M$18.3M+$2.4M2026-10-28
Spectrum Wealth Advisory Group, LLC
DECREASED24,72125,103-382-2%$18.5M$18.3M-$198.5K2026-10-29
Ascentis Independent Advisors
INCREASED24,7075,199+19,508+375%$3.8M$18.3M+$14.5M2026-11-03
Claro Advisors Inc.
DECREASED24,69325,691-998-4%$18.9M$18.3M-$651.3K2026-11-02
First Horizon Corp
INCREASED24,57324,288+285+1%$17.9M$18.2M+$292.7K2026-10-26
LJI Wealth Management, LLC
DECREASED24,49624,990-494-2%$18.4M$18.1M-$281.4K2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED24,43324,823-390-2%$18.3M$18.1M-$204.5K2026-11-04
Chatham Capital Group, Inc.
INCREASED24,39923,305+1,094+5%$17.2M$18.0M+$887.8K2026-10-16
Associated Banc-Corp
INCREASED24,33724,328+9+0%$17.9M$18.0M+$88.6K2026-10-30
Refined Wealth Management
INCREASED24,32323,018+1,305+6%$17.0M$18.0M+$1.0M2026-10-13
Outlook Wealth Advisors, LLC
INCREASED24,27624,240+36+0%$17.9M$18.0M+$107.7K2026-10-28
Cherrydale Wealth Management, LLC
INCREASED24,27123,656+615+3%$17.4M$18.0M+$534.7K2026-10-20
Integral Investment Advisors, Inc.
DECREASED24,22924,582-353-1%$18.1M$17.9M-$178.3K2026-11-03
Quattro Financial Advisors LLC
DECREASED24,12527,998-3,873-14%$20.6M$17.8M-$2.8M2026-10-15
Signature Estate & Investment Advisors LLC
INCREASED24,06623,235+831+4%$17.1M$17.8M+$692.4K2026-10-13
Calamos Wealth Management LLC
INCREASED23,71422,986+728+3%$16.9M$17.5M+$616.2K2026-11-02
Cornerstone Planning Group LLC
DECREASED23,68824,844-1,156-5%$17.5M$17.8M+$272.6K2026-10-16
Americana Partners, LLC
INCREASED23,67623,606+70+0%$17.4M$17.5M+$131.1K2026-10-28
Erickson Financial Group, LLC
INCREASED23,64523,644+10%$17.4M$17.5M+$80.4K2026-11-05
Antonelli Financial Advisors, LLC
DECREASED23,62125,803-2,182-8%$19.0M$17.5M-$1.5M2026-10-13
Louisiana State Employees Retirement System
DECREASED23,60042,900-19,300-45%$31.6M$17.5M-$14.1M2026-10-20
SeaCrest Wealth Management, LLC
INCREASED23,57622,910+666+3%$16.9M$17.4M+$569.4K2026-10-21
Finley Financial, LLC
DECREASED23,55623,606-500%$17.4M$17.5M+$95.8K2026-10-28
Buck Wealth Strategies, LLC
INCREASED23,54515,103+8,442+56%$11.1M$17.4M+$6.3M2026-10-28
JSF Financial, LLC
INCREASED23,51623,361+155+1%$17.2M$17.4M+$193.3K2026-10-22
Iams Wealth Management, LLC
DECREASED23,42524,659-1,234-5%$18.2M$17.3M-$831.5K2026-10-15
Alliance Wealth Advisors, LLC
INCREASED23,21522,198+1,017+5%$16.3M$17.2M+$827.2K2026-10-14
Roof Eidam Maycock Peralta, LLC
INCREASED23,14923,097+52+0%$17.0M$17.1M+$116.1K2026-10-15
Cypress Capital Group
DECREASED23,13223,532-400-2%$17.3M$17.1M-$216.6K2026-11-03
Ebert Capital Management Inc.
DECREASED23,09424,245-1,151-5%$17.9M$17.1M-$769.8K2026-10-08
Financial Freedom, LLC
DECREASED22,86123,645-784-3%$17.4M$16.9M-$500.2K2026-11-06
Seros Financial, LLC
DECREASED22,61624,888-2,272-9%$18.3M$16.7M-$1.6M2026-10-21
Thayer Partners, LLC / MA
DECREASED22,54423,386-842-4%$17.2M$16.7M-$544.6K2026-11-06
Coastline Trust Co
DECREASED22,53128,788-6,257-22%$21.2M$16.7M-$4.5M2026-10-01
Victory Financial Group, LLC
INCREASED22,4869,955+12,531+126%$7.3M$16.6M+$9.3M2026-10-27
Avior Wealth Management, LLC
DECREASED22,45724,157-1,700-7%$17.8M$16.6M-$1.2M2026-10-13
Keystone Wealth Services, LLC
DECREASED22,44622,491-450%$16.6M$16.6M+$1.2K2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED22,11024,923-2,813-11%$18.4M$16.4M-$2.0M2026-10-14
Wilkerson Advisory Group LLC
INCREASED22,06420,534+1,530+7%$15.1M$16.3M+$1.2M2026-10-20
Clear Creek Financial Management, LLC
DECREASED22,02630,919-8,893-29%$22.8M$16.3M-$6.5M2026-10-28
Everett Harris & Co
DECREASED21,84121,850-90%$16.1M$16.2M+$67.0K2026-10-28
Junk Investment Group, LLC
INCREASED21,83820,025+1,813+9%$14.7M$16.2M+$1.4M2026-10-19
Baron Financial Group, LLC
DECREASED21,66521,691-260%$16.0M$16.0M+$54.0K2026-10-09
Northland Securities, Inc.
DECREASED21,64944,538-22,889-51%$32.8M$33.0M+$173.8K2026-11-02
Simplex Trading, LLC
INCREASED21,53212,600+8,932+71%$9.3M$15.9M+$6.7M2026-11-04
Park Capital Management, LLC / WI
INCREASED21,47821,163+315+1%$15.6M$15.9M+$304.0K2026-10-13
Institute for Wealth Management, Llc.
INCREASED21,21520,442+773+4%$15.1M$15.7M+$640.8K2026-11-06
Arch Global Advisors, LLC
INCREASED21,05220,293+759+4%$14.9M$15.6M+$645.8K2026-10-23
Wealth Quarterback LLC
DECREASED20,96722,702-1,735-8%$16.7M$15.5M-$1.2M2026-10-20
Unique Wealth, LLC
DECREASED20,94422,629-1,685-7%$16.7M$15.5M-$1.2M2026-10-16
SAX Wealth Advisors, LLC
INCREASED20,92117,948+2,973+17%$10.4M$15.5M+$5.1M2026-10-13
RVW Wealth, LLC
DECREASED20,88721,209-322-2%$15.6M$15.5M-$166.6K2026-10-06
Partners Wealth Management, LLC
INCREASED20,8841,883+19,001+1009%$1.4M$15.5M+$14.1M2026-10-28
Bernardo Wealth Planning LLC
INCREASED20,85610,651+10,205+96%$7.8M$15.4M+$7.6M2026-10-23
Capital Investment Advisory Services, LLC
INCREASED20,73717,136+3,601+21%$12.6M$15.3M+$2.7M2026-10-30
Destiny Wealth Partners, LLC
INCREASED20,7261,552+19,174+1235%$1.1M$14.1M+$13.0M2026-11-05
Sovran Advisors, LLC
INCREASED20,66919,076+1,593+8%$12.6M$14.8M+$2.2M2026-11-02
Midwest Financial Group LLC
INCREASED20,57320,168+405+2%$14.9M$15.2M+$367.8K2026-10-15
Gradient Investments LLC
INCREASED20,47018,321+2,149+12%$13.5M$15.1M+$1.7M2026-10-08
Spire Wealth Management
DECREASED20,45232,192-11,740-36%$23.7M$15.1M-$8.6M2026-10-30
McAlister, Sweet & Associates, Inc.
INCREASED20,45220,342+110+1%$15.0M$15.1M+$150.3K2026-10-07
First Nebraska Trust Co
DECREASED20,40620,992-586-3%$15.5M$15.1M-$363.0K2026-10-30
CFM Wealth Partners LLC
DECREASED20,34820,557-209-1%$15.1M$15.1M-$85.2K2026-11-05
Lifestyle Asset Management, Inc.
INCREASED20,29019,866+424+2%$14.6M$15.0M+$380.3K2026-10-20
Genesee Capital Advisors, LLC
DECREASED20,25021,752-1,502-7%$16.0M$15.0M-$1.0M2026-10-20
Family Office Research LLC
DECREASED20,23120,817-586-3%$15.3M$15.0M-$363.2K2026-10-14
Quadcap Wealth Management, LLC
DECREASED20,19320,358-165-1%$15.0M$14.9M-$54.5K2026-11-02
Tennessee Valley Asset Management Partners
DECREASED20,18420,739-555-3%$15.3M$14.9M-$340.2K2026-11-03
Journey Advisory Group, LLC
INCREASED20,18218,731+1,451+8%$13.8M$14.9M+$1.1M2026-11-04
Central Trust Co
DECREASED20,13420,916-782-4%$15.4M$14.9M-$508.0K2026-11-05
Smith Shellnut Wilson LLC
DECREASED20,06321,320-1,257-6%$15.7M$14.8M-$858.0K2026-10-21
Valmark Advisers, Inc.
INCREASED19,95917,608+2,351+13%$13.0M$14.8M+$1.8M2026-11-06
Capital Investment Counsel, LLC
DECREASED19,93120,028-970%$14.7M$14.7M-$4.0K2026-10-14
Blue Square Asset Management, LLC
INCREASED19,92519,474+451+2%$14.3M$14.7M+$399.3K2026-11-02
Traynor Capital Management, Inc.
DECREASED19,85219,892-400%$14.6M$14.7M+$37.0K2026-10-29
WealthPLAN Partners, LLC
INCREASED19,84719,640+207+1%$14.5M$14.7M+$219.0K2026-10-15
HMS Capital Management, LLC
DECREASED19,77820,173-395-2%$14.9M$14.6M-$224.7K2026-10-20
WPG Advisers, LLC
INCREASED19,77419,260+514+3%$14.2M$14.6M+$445.1K2026-10-27
Fortress Financial Solutions, LLC
NEW19,761—+19,761——$14.6M—2026-10-14
Flagstar Securities, Inc
DECREASED19,75322,498-2,745-12%$16.6M$14.6M-$2.0M2026-10-15
Scissortail Wealth Management, LLC
INCREASED19,64819,230+418+2%$14.2M$14.5M+$373.7K2026-11-03
Sentinel Trust Co LBA
DECREASED19,60419,802-198-1%$14.6K$14.5M+$14.5M2026-11-03
MCF Advisors LLC
INCREASED19,56318,979+584+3%$14.0M$14.5M+$495.8K2026-10-28
Midwest Trust Co
DECREASED19,52825,741-6,213-24%$19.0M$14.4M-$4.5M2026-10-22
Private Trust Co NA
INCREASED19,52419,295+229+1%$14.2M$14.4M+$234.7K2026-10-20
Lanark Financial, Inc.
INCREASED19,48017,341+2,139+12%$12.8M$14.4M+$1.6M2026-10-26
Bryn Mawr Trust Advisors, LLC
DECREASED19,34619,798-452-2%$14.6M$14.3M-$267.4K2026-11-04
Telos Capital Management, Inc.
DECREASED19,34219,627-285-1%$14.5M$14.3M-$144.4K2026-11-02
Cynosure Group, LLC
DECREASED19,34121,555-2,214-10%$15.9M$14.3M-$1.6M2026-11-03
CMG Global Holdings, LLC
INCREASED19,30618,480+826+4%$13.6M$14.3M+$673.0K2026-10-14
Weitzel Financial Services, Inc.
INCREASED19,21718,714+503+3%$13.3M$14.4M+$1.1M2026-10-16
Mach-1 Financial Group, LLC
INCREASED19,19217,997+1,195+7%$13.3M$14.2M+$944.4K2026-11-06
Mullooly Asset Management, Inc.
DECREASED19,18219,274-920%$14.2M$14.2M-$3.5K2026-10-30
Rezny Wealth Management, Inc.
DECREASED19,08020,909-1,829-9%$15.4M$14.1M-$1.3M2026-10-15
Caldwell Trust Co
DECREASED19,04419,128-840%$14.1M$14.1M+$2.3K2026-10-30
Strategic Financial Group, LLC
DECREASED18,99619,377-381-2%$14.3M$14.1M-$216.6K2026-10-08
North Star Investment Management Corp.
DECREASED18,93119,390-459-2%$14.3M$14.0M-$273.7K2026-10-27
World Equity Group, Inc.
DECREASED18,84424,368-5,524-23%$17.9M$14.0M-$4.0M2026-10-14
Carnegie Investment Counsel
INCREASED18,74018,692+48+0%$13.8M$13.9M+$98.3K2026-10-20
Latitude Advisors, LLC
NEW18,667—+18,667——$13.8M—2026-10-27
Planned Solutions, Inc.
DECREASED18,63821,415-2,777-13%$15.8M$13.8M-$2.0M2026-10-19
New England Private Wealth Advisors LLC
INCREASED18,61118,534+77+0%$12.7M$13.8M+$1.1M2026-10-19
Blue Bell Private Wealth Management, LLC
INCREASED18,57013,922+4,648+33%$10.3M$13.7M+$3.5M2026-10-29
Curtis Advisory Group, LLC
INCREASED18,47015,785+2,685+17%$11.6M$13.7M+$2.0M2026-10-28
RDA Financial Network
INCREASED18,42217,795+627+4%$13.1M$13.6M+$523.2K2026-10-15
Flagship Harbor Advisors, LLC
DECREASED18,38718,821-434-2%$13.9M$13.6M-$257.3K2026-10-26
Intesa Sanpaolo Wealth Management
INCREASED18,28718,139+148+1%$13.4M$13.5M+$170.6K2026-10-28
Fulton Breakefield Broenniman LLC
INCREASED18,09015,535+2,555+16%$11.4M$13.4M+$1.9M2026-11-03
Solano Wealth Investment Advisors LLC
DECREASED18,05418,397-343-2%$13.5M$13.4M-$192.3K2026-11-06
Diversified Management Inc
INCREASED17,99717,826+171+1%$13.1M$13.3M+$186.6K2026-10-08
Tepp RIA, LLC
DECREASED17,87623,669-5,793-24%$17.4M$13.2M-$4.2M2026-10-14
Apollon Financial, LLC
DECREASED17,86618,072-206-1%$13.3M$13.2M-$91.4K2026-10-23
Legacy Wealth Partners, LLC
NEW17,856—+17,856——$13.2M—2026-10-15
TopTier Wealth Management, LLC
INCREASED17,77517,746+29+0%$13.1M$13.1M+$81.3K2026-10-16
TKG Advisors, LLC
INCREASED17,70317,634+69+0%$13.0M$13.1M+$110.2K2026-11-02
Relyea Zuckerberg Hanson LLC
DECREASED17,69418,421-727-4%$13.6M$13.1M-$475.8K2026-10-20
Madrid Financial Services
DECREASED17,66418,029-365-2%$13.3M$13.1M-$209.2K2026-11-03
Rainey & Randall Wealth Advisors Inc.
DECREASED17,66017,670-100%$13.0M$13.1M+$50.8K2026-10-26
Lakeshore Capital Group, Inc.
DECREASED17,60417,654-500%$13.0M$13.0M+$22.4K2026-10-20
O'Connor Financial Group LLC
INCREASED17,60217,442+160+1%$12.8M$13.0M+$177.1K2026-10-26
JP Wealth Management, Inc.
DECREASED17,55717,697-140-1%$13.0M$13.0M-$43.9K2026-10-07
Daymark Wealth Partners, LLC
INCREASED17,36117,101+260+2%$12.6M$12.8M+$250.1K2026-11-04
StrongBox Wealth, LLC
DECREASED17,32718,009-682-4%$13.3M$12.8M-$444.0K2026-11-02
Absolute Capital Management, LLC
DECREASED17,25120,626-3,375-16%$15.2M$12.8M-$2.4M2026-10-16
Legacy Advisors, LLC
INCREASED16,96216,947+15+0%$12.5M$12.6M+$81.0K2026-10-19
HBK Sorce Advisory LLC
DECREASED16,93019,510-2,580-13%$14.0M$11.0M-$3.0M2026-11-06
Plus Group Wealth Advisors LLC
INCREASED16,88316,458+425+3%$12.1M$12.5M+$369.6K2026-10-19
Matauro, LLC
INCREASED16,8237,216+9,607+133%$5.3M$12.4M+$7.1M2026-11-03
Mystic Asset Management, Inc.
DECREASED16,74016,827-87-1%$12.4M$12.4M-$7.7K2026-10-15
Magnus Financial Group LLC
INCREASED16,66916,664+5+0%$12.3M$12.3M+$59.9K2026-10-21
B&D White Capital Company, LLC
DECREASED16,46716,471-40%$12.1M$12.2M+$52.5K2026-11-02
3Edge Asset Management, LP
DECREASED16,441119,693-103,252-86%$88.1M$12.2M-$76.0M2026-10-30
Arcataur Capital Management LLC
INCREASED16,41916,235+184+1%$12.0M$12.1M+$190.6K2026-10-21
NWF Advisory Services Inc.
DECREASED16,36916,833-464-3%$12.4M$12.1M-$286.0K2026-10-19
Flagship Private Wealth, LLC
DECREASED16,32516,560-235-1%$12.2M$12.1M-$118.2K2026-11-05
Littlejohn Financial Services, Inc.
DECREASED16,29820,013-3,715-19%$14.7M$12.1M-$2.7M2026-11-06
CWS Financial Advisors, LLC
INCREASED16,23516,217+18+0%$11.9M$12.0M+$68.0K2026-10-16
Washington Growth Strategies LLC
INCREASED16,16016,014+146+1%$11.8M$12.0M+$162.0K2026-10-19
Triad Wealth Partners, LLC
INCREASED16,1069,126+6,980+76%$6.4M$11.9M+$5.5M2026-10-26
Cullen T Bankers, Inc.
INCREASED16,05515,599+456+3%$11.5M$11.9M+$390.2K2026-10-28
Strategent Financial, LLC
DECREASED16,05116,180-129-1%$11.9M$11.9M-$40.9K2026-10-30
True Freedom Investing, LLC
INCREASED16,0385,871+10,167+173%$3.4M$11.9M+$8.5M2026-10-29
Northbridge Financial Group, LLC
DECREASED15,88716,387-500-3%$12.1M$12.1M+$1.2K2026-11-05
Vision Financial Markets LLC
DECREASED15,77116,206-435-3%$11.9M$11.7M-$235.1K2026-10-22
Cordoba Advisory Partners LLC
INCREASED15,75315,025+728+5%$11.1M$11.7M+$597.1K2026-10-19
Chemung Canal Trust Co
DECREASED15,75315,813-600%$11.6M$11.7M+$8.9K2026-11-04
Fermata Advisors, LLC
DECREASED15,74416,560-816-5%$12.2M$11.6M-$547.7K2026-10-13
Strategic Blueprint, LLC
INCREASED15,63214,600+1,032+7%$10.8M$11.6M+$812.1K2026-10-22
Richards, Merrill & Peterson, Inc.
DECREASED15,61115,835-224-1%$11.7M$11.5M-$112.3K2026-10-19
Watershed Private Wealth LLC
DECREASED15,58516,129-544-3%$11.9M$11.5M-$348.2K2026-10-30
Spectrum Strategic Capital Management, LLC
INCREASED15,55615,235+321+2%$11.2M$11.5M+$288.8K2026-10-22
Tempus Wealth Planning, LLC
DECREASED15,52115,926-405-3%$11.7M$11.5M-$245.7K2026-10-14
Soundwatch Capital LLC
INCREASED15,43415,057+377+3%$11.1M$11.6M+$480.4K2026-11-04
Strengthening Families & Communities, LLC
DECREASED15,43315,628-195-1%$11.5M$11.4M-$91.2K2026-10-21
Fortem Financial Group, LLC
DECREASED15,43115,477-460%$11.4M$11.4M+$18.1K2026-10-20
Timothy G. Youngquist 2020 Irrevocable Trust
UNCHANGED15,42315,42300%$11.4M$11.4M+$52.0K2026-10-13
Tsfg, LLC
DECREASED15,40718,305-2,898-16%$13.5M$11.4K-$13.5M2026-10-23
Sage Capital Management, LLC
INCREASED15,40215,157+245+2%$11.2M$11.4M+$235.5K2026-10-20
HighRoad Wealth Advisors, LLC
DECREASED15,32516,600-1,275-8%$12.2M$11.3M-$887.3K2026-10-14
Warner Financial, Inc
INCREASED15,30015,295+5+0%$11.3M$11.3M+$55.1K2026-11-06
Milestone Asset Management Group, LLC
INCREASED15,19913,690+1,509+11%$10.1M$11.2M+$1.2M2026-10-20
Surience Private Wealth LLC
INCREASED15,17812,846+2,332+18%$9.5M$11.2M+$1.8M2026-10-16
American State Bank (Iowa)
DECREASED15,11715,429-312-2%$11.4M$11.2M-$178.8K2026-11-03
Baker Tilly Wealth Management, LLC
DECREASED15,01215,018-60%$11.1M$11.1M+$45.7K2026-10-05
G&S Capital LLC
INCREASED14,99914,671+328+2%$10.8M$11.1M+$292.1K2026-10-23
Cannon Advisors, Inc.
INCREASED14,88614,791+95+1%$10.6M$11.1M+$424.3K2026-10-14
Balefire, LLC
DECREASED14,71216,165-1,453-9%$11.9M$10.9M-$1.0M2026-10-09
New Wave Wealth Advisors LLC
INCREASED14,6209,172+5,448+59%$6.8M$10.9M+$4.1M2026-10-19
City Holding Co
INCREASED14,60813,407+1,201+9%$9.9M$10.8M+$933.4K2026-10-19
My Personal CFO, LLC
INCREASED14,58314,401+182+1%$10.6M$10.8M+$183.5K2026-10-14
Seven Hills Financial, LLC
NEW14,567—+14,567——$10.8M—2026-10-13
Howard Financial Services, Ltd.
INCREASED14,51914,432+87+1%$10.6M$10.7M+$112.8K2026-10-15
Guidance Capital, Inc
DECREASED14,47815,166-688-5%$10.7M$9.9M-$845.1K2026-11-03
Main Street Group, LTD
DECREASED14,43214,495-630%$10.7M$10.7M+$2.5K2026-10-28
J. Team Financial, Inc.
INCREASED14,41912,826+1,593+12%$9.4M$10.7M+$1.2M2026-11-03
Rakuten Investment Management, Inc.
DECREASED14,40945,934-31,525-69%$33.3M$10.6M-$22.6M2026-10-30
RHL Group, LLC
INCREASED14,3614,745+9,616+203%$3.5M$10.6M+$7.1M2026-11-04
Guardian Wealth Advisors, LLC
DECREASED14,31214,909-597-4%$11.0M$10.3M-$656.0K2026-10-30
Gibraltar Capital Management, Inc.
INCREASED14,25713,470+787+6%$9.9M$10.5M+$627.6K2026-10-27
First Security Investment Management, Inc.
DECREASED14,25215,224-972-6%$11.2M$10.5M-$667.8K2026-11-05
First International Bank of Israel Ltd.
INCREASED14,18813,902+286+2%$10.2M$10.5M+$258.4K2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
INCREASED14,14313,775+368+3%$10.1M$10.5M+$318.7K2026-10-15
Pettinga Financial Advisors LLC
INCREASED14,11613,801+315+2%$10.2M$10.4M+$279.6K2026-10-13
Kieckhefer Group LLC
INCREASED14,08714,083+4+0%$10.4M$10.4M+$50.8K2026-10-13
Modera Wealth Management, LLC
INCREASED14,08613,699+387+3%$10.1M$10.4M+$332.7K2026-10-28
Kellett Wealth Advisors, LLC
DECREASED14,07214,395-323-2%$10.6M$10.4M-$190.3K2026-10-15
Central Pacific Bank - Trust Division
DECREASED14,04514,103-580%$10.4M$10.4M+$4.6K2026-10-06
Prosperitas Financial LLC
DECREASED14,02315,517-1,494-10%$11.4M$10.4M-$1.1M2026-10-28
RWQ Financial Management Services, Inc.
INCREASED14,0127,465+6,547+88%$5.5M$10.4M+$4.9M2026-10-19
J. Safra Sarasin Holding AG
DECREASED13,99315,628-1,635-10%$10.4M$9.3M-$1.1M2026-10-26
Capstone Wealth Management Group, LLC
DECREASED13,96914,571-602-4%$10.7M$8.4M-$2.3M2026-11-05
Harbour Trust & Investment Management Co
DECREASED13,93514,143-208-1%$10.4M$10.3M-$106.2K2026-10-28
Nabity-Jensen Investment Management Inc
DECREASED13,91913,967-480%$10.3M$10.3M+$11.8K2026-10-23
Moneco Advisors, LLC
INCREASED13,90813,601+307+2%$10.0M$10.3M+$272.4K2026-11-05
Meridian Financial Advisors, LLC
DECREASED13,90213,948-460%$10.3M$10.3M+$13.0K2026-10-14
Finivi Inc.
INCREASED13,88313,769+114+1%$10.1M$10.3M+$131.2K2026-10-13
Stillwater Wealth Management Group
INCREASED13,88011,881+1,999+17%$8.7M$10.3M+$1.5M2026-10-21
Ameliora Wealth Management Ltd.
INCREASED13,8188,788+5,030+57%$6.5M$10.2M+$3.8M2026-10-23
Lighthouse Financial LLC
DECREASED13,75217,208-3,456-20%$12.7M$10.2M-$2.5M2026-10-23
Advisortrust Partners, LLC
DECREASED13,69714,173-476-3%$10.4M$10.1M-$303.8K2026-11-02
Eastern Bank
INCREASED13,66913,131+538+4%$9.7M$10.1M+$442.2K2026-10-05
WJ Wealth Management, LLC
DECREASED13,66213,721-590%$10.1M$10.1M+$2.6K2026-11-03
Founders Capital Management, LLC
UNCHANGED13,66013,66000%$10.1M$10.1M+$46.0K2026-10-23
Blue Capital, Inc.
DECREASED13,64514,487-842-6%$10.7M$10.1M-$574.3K2026-10-13
White Pine Investment Co
DECREASED13,53713,583-460%$10.0M$10.0K-$10.0M2026-10-15
Sapient Capital LLC
INCREASED13,53612,848+688+5%$9.5M$10.0M+$551.8K2026-10-08
Pinkerton Wealth, LLC
INCREASED13,5255,781+7,744+134%$3.3M$10.0M+$6.7M2026-10-29
Herbst Group, LLC
DECREASED13,49013,934-444-3%$10.3M$10.0M-$281.3K2026-10-20
Aprio Wealth Management, LLC
DECREASED13,40716,261-2,854-18%$12.0M$9.9M-$2.1M2026-10-28
Fingerlakes Wealth Management, Inc.
DECREASED13,39513,694-299-2%$10.1M$9.9M-$175.2K2026-11-04
Cyr Financial Inc.
INCREASED13,38812,700+688+5%$9.4M$9.9M+$551.6K2026-10-16
Krilogy Financial LLC
DECREASED13,38214,476-1,094-8%$10.7M$10.0M-$676.7K2026-10-13
Box Hill Private Wealth LLC
INCREASED13,36812,191+1,177+10%$9.0M$9.9M+$911.7K2026-10-05
Dale Q Rice Investment Management Ltd
DECREASED13,34813,420-72-1%$9.9M$9.9M-$8.0K2026-10-09
Capital Squared Financial LLC
INCREASED13,33813,038+300+2%$9.6M$9.9M+$265.5K2026-10-30
Shepherd Financial Partners LLC
DECREASED13,32913,358-290%$9.8M$9.9M+$23.8K2026-11-03
Sound Income Strategies, LLC
INCREASED13,32412,907+417+3%$9.5M$10.0M+$456.4K2026-10-09
Martin Capital Advisors, LLP
INCREASED13,28613,283+3+0%$9.8M$9.8M+$47.0K2026-10-15
DSG Capital Advisors, LLC
DECREASED13,13913,506-367-3%$9.7M$9.7M-$2952026-11-05
Ramiah Investment Group
DECREASED13,10714,066-959-7%$10.4M$9.7M-$662.0K2026-10-20
Dedeker Financial LLC
DECREASED13,05813,343-285-2%$9.8M$9.7M-$165.6K2026-10-23
Trust Co of Vermont
INCREASED13,04212,718+324+3%$9.4M$9.6M+$282.5K2026-10-21
Marin Bay Wealth Advisors, LLC
DECREASED13,02513,268-243-2%$9.8M$9.6M-$135.3K2026-10-28
Blue Sky Capital Consultants Group, Inc.
DECREASED12,97413,167-193-1%$9.7M$9.6M-$98.2K2026-10-13
Ibex Wealth Advisors
DECREASED12,93113,429-498-4%$9.9M$9.6M-$323.4K2026-11-06
Gill Capital Partners, LLC
DECREASED12,88112,939-580%$9.5M$9.5M+$8792026-10-13
Post Resch Tallon Group Inc.
INCREASED12,83011,426+1,404+12%$8.4M$9.5M+$1.1M2026-10-09
Griffin Asset Management, Inc.
DECREASED12,67713,814-1,137-8%$10.2M$9.4M-$794.6K2026-10-22
Marathon Wealth Advisors LLC
INCREASED12,66012,234+426+3%$9.0M$9.4M+$356.9K2026-11-04
RMR Wealth Builders
DECREASED12,64713,336-689-5%$9.8M$9.4M-$465.0K2026-10-22
Southland Equity Partners LLC
INCREASED12,61212,603+9+0%$9.3M$9.3M+$48.8K2026-10-14
Morangie Management LLC
INCREASED12,59912,487+112+1%$9.2M$9.3M+$124.5K2026-10-15
Global Trust Asset Management, LLC
DECREASED12,58312,679-96-1%$9.3M$9.3M-$28.2K2026-10-19
Narwhal Capital Management
DECREASED12,56712,866-299-2%$9.5M$9.3M-$178.1K2026-11-04
Titleist Asset Management, LLC
DECREASED12,55213,196-644-5%$9.7M$9.3M-$432.1K2026-10-08
Cornerstone Advisory, LLC
INCREASED12,54011,154+1,386+12%$8.2M$9.3M+$1.1M2026-11-06
Ferguson Wellman Capital Management, Inc
DECREASED12,52614,377-1,851-13%$10.6M$9.3M-$1.3M2026-10-05
Trek Financial, LLC
DECREASED12,49613,784-1,288-9%$10.2M$9.2M-$906.5K2026-10-29
Principle Wealth Partners LLC
DECREASED12,49412,611-117-1%$9.3M$9.2M-$44.1K2026-11-02
TruNorth Capital Management, LLC
INCREASED12,40012,375+25+0%$9.1M$9.2M+$60.2K2026-10-14
Strategy Asset Managers LLC
INCREASED12,36112,235+126+1%$9.0M$9.1M+$135.0K2026-10-14
Busey Bank
INCREASED12,31912,043+276+2%$8.9M$9.1M+$244.8K2026-10-26
Councilor Wealth, LLC
INCREASED12,06811,533+535+5%$8.5M$8.9M+$434.7K2026-10-09
Annex Advisory Services, LLC
INCREASED12,04711,730+317+3%$8.6M$8.9M+$273.2K2026-10-16
Base Wealth Management LLC
INCREASED12,03811,363+675+6%$8.4M$8.9M+$537.4K2026-10-21
Verde Capital Management
DECREASED12,03712,700-663-5%$9.4M$8.9M-$447.4K2026-10-28
Signal Advisors Wealth, LLC
INCREASED11,92411,121+803+7%$8.2M$8.8M+$631.5K2026-10-13
Trust Co of Toledo NA
INCREASED11,91511,567+348+3%$8.5M$8.8M+$296.4K2026-10-16
Fulton Bank, N.A.
INCREASED11,7718,780+2,991+34%$6.5M$8.7M+$2.2M2026-10-14
Kestra Investment Management, LLC
INCREASED11,7264,081+7,645+187%$3.0M$8.7M+$5.7M2026-11-04
Clark Asset Management, LLC
INCREASED11,72011,620+100+1%$8.6M$8.7M+$113.2K2026-10-19
LongView Wealth Management
DECREASED11,69111,700-90%$8.6M$8.6M+$32.7K2026-10-19
XML Financial, LLC
DECREASED11,65811,670-120%$8.6M$8.6M+$30.3K2026-10-29
Provenance Wealth Advisors, LLC
INCREASED11,6489,893+1,755+18%$7.3M$8.6M+$1.3M2026-10-30
Cadinha & Co LLC
DECREASED11,59512,305-710-6%$9.1M$8.6M-$483.8K2026-10-22
Split Rock Private Trading & Wealth Management, LLC
DECREASED11,55411,595-410%$8.5M$8.5M+$9.1K2026-10-15
Canandaigua National Bank & Trust Co
DECREASED11,53611,850-314-3%$8.7M$8.5M-$192.4K2026-10-07
Nadler Financial Group, Inc.
DECREASED11,47011,520-500%$8.5M$8.5M+$1.9K2026-10-23
Graetz Wealth LLC
DECREASED11,43711,974-537-4%$8.8M$8.5M-$357.0K2026-10-27
LexAurum Advisors, LLC
INCREASED11,37110,819+552+5%$8.0M$8.4M+$444.6K2026-10-19
Insight Advisors, LLC/ PA
DECREASED11,35211,547-195-2%$8.5M$8.4M-$104.7K2026-10-22
Accel Wealth Management
INCREASED11,33710,259+1,078+11%$7.6M$8.4M+$831.7K2026-10-13
WealthTrust Asset Management, LLC
INCREASED11,3346,970+4,364+63%$5.1M$8.4M+$3.3M2026-10-22
Williams Jones Wealth Management, Llc.
DECREASED11,33011,479-149-1%$8.5M$8.4M-$71.5K2026-11-05
Miramontes Capital, LLC
INCREASED11,31510,657+658+6%$7.8M$8.4M+$523.1K2026-10-19
National Wealth Management Group, LLC
DECREASED11,26111,443-182-2%$8.4M$8.3M-$96.1K2026-10-26
Elevation Capital Advisory, LLC
DECREASED11,25712,852-1,595-12%$9.5M$8.3M-$1.1M2026-10-29
Allspring Global Investments Holdings, LLC
DECREASED11,24115,552-4,311-28%$11.3M$8.3M-$2.9M2026-11-04
Laurel OAK Wealth Management, LLC
INCREASED11,22110,928+293+3%$8.0M$8.3M+$254.1K2026-10-19
HCR Wealth Advisors
DECREASED11,20211,304-102-1%$8.3M$8.3M-$36.3K2026-10-15
Reflection Asset Management
INCREASED11,1918,945+2,246+25%$6.6M$8.3M+$1.7M2026-10-28
Wealth Advisory Solutions, LLC
DECREASED11,18211,223-410%$8.3M$8.3M+$7.5K2026-10-20
Blue Trust, Inc.
INCREASED11,18110,598+583+6%$7.8M$8.3M+$467.1K2026-10-15
Retirement Planning Co of New England, Inc.
DECREASED11,14911,762-613-5%$8.7M$8.2M-$413.8K2026-10-15
Rockport Wealth LLC
INCREASED11,0497,968+3,081+39%$5.9M$8.2M+$2.3M2026-11-03
BlueChip Wealth Advisors LLC
INCREASED11,04110,265+776+8%$7.6M$8.2M+$611.3K2026-11-03
Riverbend Wealth Management, LLC
INCREASED10,9929,561+1,431+15%$7.0M$8.1M+$1.1M2026-10-15
Fortune Financial Group, Inc.
INCREASED10,99010,942+48+0%$8.1M$8.1M+$72.8K2026-10-22
EdgeRock Capital LLC
DECREASED10,95311,506-553-5%$8.5M$8.1M-$369.8K2026-11-03
Financial Partners Group, Inc
DECREASED10,93211,012-80-1%$8.1M$8.1M-$22.0K2026-10-19
Winch Advisory Services, LLC
INCREASED10,90310,800+103+1%$8.0M$8.1M+$112.8K2026-11-06
Vigilare Wealth Management
INCREASED10,8863,555+7,331+206%$2.6M$8.1M+$5.4M2026-10-29
Sage Mountain Advisors LLC
UNCHANGED10,84610,84600%$8.0M$8.0M+$36.6K2026-11-02
Nikulski Financial, Inc.
DECREASED10,80411,651-847-7%$8.6M$8.0M-$587.3K2026-11-06
Compass Financial Management LLC
DECREASED10,72811,136-408-4%$8.1M$7.9M-$190.3K2026-10-30
Signaturefd, LLC
INCREASED10,7079,742+965+10%$7.2M$7.9M+$747.0K2026-10-23
Camelot Technology Advisors, Inc.
DECREASED10,70210,901-199-2%$8.0M$7.9M-$110.7K2026-10-09
Joseph P. Lucia & Associates, LLC
INCREASED10,67410,378+296+3%$7.7M$7.9M+$253.6K2026-10-30
Warren Street Wealth Advisors, LLC
INCREASED10,62210,559+63+1%$7.8M$7.9M+$82.4K2026-11-04
Cresta Advisors, Ltd.
DECREASED10,61419,480-8,866-46%$14.3M$7.9M-$6.5M2026-10-14
Sims Investment Management, LLC
DECREASED10,60310,616-130%$7.8M$7.8M+$26.3K2026-10-13
McGuire Investment Group, LLC
INCREASED10,57210,569+3+0%$7.8M$7.8M+$37.8K2026-10-23
Cypress Wealth Services, LLC
INCREASED10,56510,553+12+0%$7.8M$8.0M+$234.7K2026-10-21
Leelyn Smith, LLC
INCREASED10,5469,676+870+9%$7.1M$7.8M+$675.6K2026-11-03
Quartz Partners, LLC
INCREASED10,5279,394+1,133+12%$6.9M$7.8M+$869.8K2026-11-03
Lazard Freres Gestion S.A.S.
INCREASED10,5068,561+1,945+23%$6.3M$7.8M+$1.5M2026-11-03
Vicus Capital
DECREASED10,50611,820-1,314-11%$8.7M$7.8M-$932.0K2026-11-05
Rasp Wealth Solutions, LLC
INCREASED10,48510,479+6+0%$7.7M$7.8M+$39.9K2026-11-06
Fiduciary Alliance LLC
DECREASED10,46310,897-434-4%$8.0M$7.7M-$284.1K2026-10-13
WBH Advisory Inc
DECREASED10,42310,503-80-1%$7.7M$7.7M-$24.5K2026-11-05
NorthCrest Asset Manangement, LLC
DECREASED10,40110,415-140%$7.5M$7.8M+$242.6K2026-10-13
Cornell Pochily Investment Advisors, Inc.
INCREASED10,3379,985+352+4%$7.4M$7.6M+$294.1K2026-10-19
DBK Financial Counsel, LLC
UNCHANGED10,32710,32700%$7.6M$7.6M+$34.8K2026-10-13
Advisory Resource Group
DECREASED10,30410,979-675-6%$8.1M$7.6M-$462.2K2026-10-26
Strategic Advisors LLC
DECREASED10,27811,532-1,254-11%$8.5M$7.6M-$888.9K2026-10-13
Atticus Wealth Management, LLC
DECREASED10,27210,799-527-5%$8.0M$7.6M-$353.6K2026-10-20
Global Assets Advisory, LLC
DECREASED10,26710,316-490%$7.5M$7.8M+$246.6K2026-10-28
Arthur M. Cohen & Associates, LLC
DECREASED10,24910,283-340%$7.6M$7.6M+$9.3K2026-10-26
Triumph Capital Management
DECREASED10,18310,734-551-5%$7.9M$7.5M-$371.5K2026-10-14
Advisory Solutions Group, LLC
INCREASED10,17510,123+52+1%$7.5M$7.5M+$72.6K2026-10-14
Forvis Mazars Wealth Advisors, LLC
DECREASED10,12411,114-990-9%$8.2M$7.5M-$694.9K2026-10-13
Lmcg Investments, LLC
DECREASED10,06810,407-339-3%$7.7M$7.4M-$215.7K2026-10-21
Oakwell Private Wealth Management, LLC
INCREASED10,0639,989+74+1%$7.4M$7.4M+$88.5K2026-11-06
Calamos Advisors LLC
INCREASED10,06310,040+23+0%$7.4M$7.4M+$50.9K2026-11-02
Harbor Investment Advisory, LLC
DECREASED10,05910,112-53-1%$7.4M$7.4M-$5.0K2026-10-13
Beacon Advisors Holdings, LLC
INCREASED9,9949,803+191+2%$7.2M$7.4M+$174.8K2026-10-27
JFS Wealth Advisors, LLC
INCREASED9,9799,956+23+0%$7.3M$7.4M+$49.7K2026-11-03
Cordatus Wealth Management LLC
DECREASED9,95210,555-603-6%$7.8M$7.4M-$410.5K2026-10-19
Independent Wealth Network Inc.
INCREASED9,9409,896+44+0%$7.3M$7.4M+$65.5K2026-10-19
Hyposwiss Advisors SA
DECREASED9,88911,524-1,635-14%$8.5M$7.3M-$1.2M2026-10-26
Ledgewood Wealth Advisors, LLC
DECREASED9,8699,906-370%$7.3M$7.3M+$6.1K2026-10-09
Uptick Partners, LLC
DECREASED9,8119,852-410%$7.3M$7.3M+$3.1K2026-11-04
West Bancorporation Inc
INCREASED9,8068,078+1,728+21%$5.9M$7.3M+$1.3M2026-10-29
Armstrong Advisory Group, Inc
INCREASED9,7839,759+24+0%$7.2M$7.2M+$50.1K2026-10-09
Marino, Stram & Associates LLC
INCREASED9,7689,617+151+2%$7.1M$7.2M+$144.5K2026-10-22
Diversified Portfolios, Inc.
INCREASED9,7533,655+6,098+167%$2.7M$7.2M+$4.5M2026-11-04
Avaii Wealth Management, LLC
INCREASED9,7409,340+400+4%$6.9M$7.3M+$423.4K2026-10-09
Aberdeen Group plc
INCREASED9,7218,625+1,096+13%$6.4M$7.2M+$839.9K2026-11-06
Objective Capital Management, LLC
INCREASED9,7199,580+139+1%$7.1M$7.2M+$134.6K2026-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED9,6969,664+32+0%$6.8M$7.0M+$141.3K2026-10-21
Private Client Services, LLC
DECREASED9,69412,825-3,131-24%$9.4M$7.2M-$2.3M2026-10-02
Vavra Capital Management, LLC
INCREASED9,6912,252+7,439+330%$1.7M$7.2M+$5.5M2026-10-14
Seamount Financial Group Inc
DECREASED9,6629,771-109-1%$7.2M$7.1M-$47.5K2026-10-21
Montag A & Associates Inc
INCREASED9,6617,350+2,311+31%$5.4M$7.2M+$1.7M2026-10-29
White Lighthouse Investment Management Inc.
DECREASED9,6459,837-192-2%$7.2M$7.1M-$109.1K2026-10-21
Avidian Wealth Enterprises, LLC
DECREASED9,60811,021-1,413-13%$8.1M$7.1M-$1.0M2026-10-08
Amtrust Financial Services, Inc.
UNCHANGED9,6009,60000%$7.1M$7.1M+$32.4K2026-10-19
Cottage Street Advisors LLC
INCREASED9,5939,295+298+3%$6.8M$7.1M+$259.6K2026-10-19
Leslie Global Wealth, LLC
INCREASED9,5889,449+139+1%$7.0M$7.1M+$134.7K2026-10-26
Visionary Horizons, LLC
DECREASED9,4969,573-77-1%$7.1M$7.0M-$24.9K2026-10-22
Key Client Fiduciary Advisors, LLC
INCREASED9,4809,211+269+3%$6.8M$7.0M+$230.5K2026-10-19
Searle & Co.
UNCHANGED9,4669,46600%$7.0M$7.0M+$31.9K2026-11-04
Ulland Investment Advisors, LLC
DECREASED9,4519,528-77-1%$7.0K$7.0K-$252026-10-13
Aurora Private Wealth, Inc.
DECREASED9,4239,530-107-1%$7.0M$7.0K-$7.0M2026-10-20
DeDora Capital, Inc.
DECREASED9,4179,578-161-2%$7.1M$7.0M-$86.1K2026-10-26
CPR Investments Inc.
DECREASED9,38310,604-1,221-12%$7.8M$6.9M-$867.7K2026-10-26
High Note Wealth, LLC
DECREASED9,3799,593-214-2%$7.1M$6.9M-$125.9K2026-10-27
McKinley Carter Wealth Services, Inc.
DECREASED9,37210,041-669-7%$7.4M$6.9M-$460.9K2026-10-16
Balboa Wealth Partners
DECREASED9,3219,566-245-3%$7.0M$6.9M-$149.0K2026-10-20
Grey Ledge Advisors, LLC
DECREASED9,2989,358-60-1%$6.9M$6.9M-$12.5K2026-11-02
Saxony Capital Management, LLC
DECREASED9,26610,462-1,196-11%$7.7M$6.9M-$849.0K2026-10-15
Aspiriant, LLC
INCREASED9,2248,957+267+3%$6.6M$6.8M+$227.7K2026-10-16
BLB&B Advisors, LLC
DECREASED9,2129,273-61-1%$6.8M$6.8M-$13.9K2026-10-27
Avantax Planning Partners, Inc.
INCREASED9,2049,155+49+1%$6.7M$6.8M+$67.5K2026-11-03
Basso Capital Management, L.P.
DECREASED9,2039,270-67-1%$6.8M$6.8M-$18.3K2026-10-30
Patriot Investment Management Group, Inc.
DECREASED9,1959,197-20%$6.8M$6.8M+$29.9K2026-10-15
Ridgeline Wealth Planning, LLC
INCREASED9,1788,956+222+2%$6.6M$6.8M+$194.1K2026-10-29
Foresight Capital Management Advisors, Inc.
DECREASED9,1209,299-179-2%$6.8M$6.7M-$98.4K2026-10-27
Greater Midwest Financial Group, LLC
INCREASED9,1168,505+611+7%$6.3M$6.7M+$481.2K2026-10-13
Eddie Patel Inc
DECREASED9,11311,242-2,129-19%$8.3M$6.7M-$1.5M2026-11-02
Global Trust Wealth Management LLC
DECREASED9,0999,176-77-1%$6.8M$6.7M-$26.5K2026-10-14
Strategic Wealth Investment Group, LLC
INCREASED9,0988,951+147+2%$6.6M$6.7M+$139.5K2026-10-29
TBH Global Asset Management, LLC
INCREASED9,0698,400+669+8%$6.2M$6.7M+$523.2K2026-11-03
Retirement Guys Formula LLC
DECREASED9,0549,135-81-1%$6.7M$6.7M-$29.2K2026-10-26
Fluent Financial, LLC
DECREASED9,05312,449-3,396-27%$9.2M$6.7M-$2.5M2026-10-13
Cohen Capital Management, Inc.
INCREASED9,0469,038+8+0%$6.7M$6.7M+$36.1K2026-10-14
Huntleigh Advisors, Inc.
INCREASED9,0278,814+213+2%$6.5M$6.7M+$187.4K2026-11-03
Vista Investment Partners LLC
DECREASED8,9909,013-230%$6.6M$6.7M+$13.3K2026-10-08
Schmidt P J Investment Management Inc
DECREASED8,9898,997-80%$6.6M$6.6M+$24.4K2026-11-02
Verdence Capital Advisors LLC
INCREASED8,9475,924+3,023+51%$4.4M$6.6M+$2.3M2026-10-26
Quantum Financial Partners LLC
INCREASED8,9468,797+149+2%$6.5M$6.6M+$140.6K2026-10-19
Root Financial Partners, LLC
INCREASED8,9228,200+722+9%$6.0M$6.6M+$561.4K2026-10-21
Gateway Investment Advisers LLC
INCREASED8,9102,803+6,107+218%$2.1M$6.6M+$4.5M2026-10-13
Signature Equity Partners, LLC
INCREASED8,9008,556+344+4%$6.3M$6.6M+$283.3K2026-10-29
Valued Retirements, Inc.
DECREASED8,8858,973-88-1%$6.6M$6.6M-$35.2K2026-11-06
Eagle Strategies LLC
DECREASED8,8698,914-450%$6.6M$6.6M-$3.6K2026-10-16
Innovative Wealth Building LLC
INCREASED8,8578,220+637+8%$6.1M$6.6M+$498.7K2026-10-14
Visionary Wealth Advisors
DECREASED8,8439,119-276-3%$6.7M$6.5M-$172.9K2026-11-04
Independent Solutions Wealth Management, LLC
INCREASED8,8414,198+4,643+111%$3.1M$6.5M+$3.4M2026-10-28
Trust Co
INCREASED8,8297,538+1,291+17%$5.6M$6.5M+$980.3K2026-10-09
Realta Investment Advisors
INCREASED8,8178,536+281+3%$6.3M$6.5M+$236.6K2026-10-14
Welch & Forbes LLC
DECREASED8,8149,753-939-10%$7.2M$6.5M-$661.8K2026-11-04
Channel Wealth LLC
DECREASED8,8099,490-681-7%$7.0M$6.5M-$471.8K2026-11-06
Empire Life Investments Inc.
INCREASED8,8008,200+600+7%$6.0M$6.5M+$471.5K2026-11-06
Florida Trust Wealth Management Co
INCREASED8,7988,466+332+4%$6.2M$6.5M+$274.1K2026-11-05
Covenant Asset Management, LLC
INCREASED8,7588,718+40+0%$6.4M$6.5M+$58.3K2026-10-14
Clear Point Advisors Inc.
DECREASED8,7528,823-71-1%$6.5M$6.5M-$22.7K2026-10-30
Taylor & Morgan Wealth Management, LLC
INCREASED8,7188,322+396+5%$6.1M$6.4M+$320.8K2026-10-09
Pinnacle Wealth Management Group, Inc.
DECREASED8,7048,729-250%$6.4M$6.4M+$10.9K2026-10-15
True North Advisors, LLC
DECREASED8,6948,914-220-2%$6.6M$6.4M-$126.2K2026-10-22
Sharper & Granite LLC
INCREASED8,6906,569+2,121+32%$4.8M$5.0M+$178.3K2026-11-02
Aurora Investment Managers, Llc.
DECREASED8,6868,746-60-1%$6.4K$6.4K-$152026-10-15
Hill Island Financial LLC
DECREASED8,6799,403-724-8%$6.9M$6.4M-$504.3K2026-10-20
Robbins Farley
INCREASED8,6708,461+209+2%$6.2M$6.4M+$182.9K2026-10-21
Monument Capital Management
DECREASED8,6698,742-73-1%$6.4M$6.4M-$24.8K2026-10-09
James T. Borello RIA
INCREASED8,6688,654+14+0%$6.4M$6.4M+$39.2K2026-10-16
Quad-Cities Investment Group, LLC
INCREASED8,6618,522+139+2%$6.3M$6.4M+$131.5K2026-10-16
GFG Capital, LLC
INCREASED8,6398,542+97+1%$6.3M$6.4M+$100.0K2026-10-16
Procyon Advisors, LLC
DECREASED8,63510,165-1,530-15%$7.5M$6.4M-$1.1M2026-10-21
Ignite Planners, LLC
DECREASED8,6129,431-819-9%$6.9M$6.4M-$574.5K2026-10-14
BIP Wealth, LLC
INCREASED8,6066,964+1,642+24%$5.1M$6.4M+$1.2M2026-10-22
Fiduciary Financial Group, LLC
INCREASED8,6038,041+562+7%$5.9M$6.4M+$443.0K2026-10-13
West Financial Advisors, LLC
DECREASED8,5889,150-562-6%$6.7M$6.4M-$384.9K2026-10-22
Kaizen Financial Strategies
INCREASED8,5856,065+2,520+42%$4.4M$6.4M+$2.0M2026-10-09
Macroview Investment Management LLC
INCREASED8,5658,499+66+1%$6.3M$6.3M+$77.8K2026-10-26
Baring Financial LLC
DECREASED8,5488,640-92-1%$6.4M$6.3M-$38.9K2026-10-07
SkyOak Wealth, LLC
DECREASED8,5378,696-159-2%$6.4M$6.3M-$88.9K2026-10-28
Bucket List Wealth Management, LLC
DECREASED8,5118,587-76-1%$6.3M$6.3M-$27.3K2026-10-22
Virginia Estate & Retirement Planning Advisors Inc.
INCREASED8,4958,470+25+0%$6.2M$6.3M+$58.0K2026-10-14
Independence Bank of Kentucky
INCREASED8,4738,439+34+0%$6.2M$6.3M+$53.6K2026-10-26
Montecito Bank & Trust
DECREASED8,4618,472-110%$6.2M$6.3M+$20.4K2026-10-01
Goldstein Advisors, LLC
DECREASED8,4278,915-488-5%$6.6M$6.2M-$331.0K2026-10-15
Glenview Trust Co
DECREASED8,3899,670-1,281-13%$7.1M$6.2M-$915.1K2026-10-28
Turner Capital Investments, LLC
NEW8,385—+8,385——$6.2M—2026-10-09
Black Diamond Financial, LLC
INCREASED8,3718,161+210+3%$6.0M$6.2M+$182.7K2026-10-26
Retirement Solution LLC
DECREASED8,3508,354-40%$6.2M$6.2M+$24.9K2026-10-27
Clear Harbor Asset Management, LLC
INCREASED8,3418,254+87+1%$6.1M$6.2M+$92.5K2026-11-05
Highline Wealth Partners LLC
INCREASED8,3207,862+458+6%$5.8M$6.2M+$365.4K2026-10-19
YHB Investment Advisors, Inc.
INCREASED8,3067,955+351+4%$5.9M$6.1M+$286.5K2026-10-08
Ping Capital Management, Inc.
INCREASED8,3003,800+4,500+118%$2.8M$6.1M+$3.3M2026-10-13
DKM Wealth Management, Inc.
INCREASED8,2968,065+231+3%$5.9M$6.1M+$198.1K2026-10-09
Corepath Wealth Partners LLC
DECREASED8,2339,048-815-9%$6.4M$6.2M-$198.9K2026-10-21
GSG Advisors LLC
INCREASED8,2308,223+7+0%$6.1M$6.1M+$32.8K2026-11-03
JBR Co Financial Management Inc
DECREASED8,2088,220-120%$6.1M$6.0M-$101.0K2026-10-13
Purus Wealth Management, LLC
DECREASED8,1648,184-200%$6.0M$6.0M+$13.1K2026-10-15
Curran Financial Partners, LLC
INCREASED8,1505,852+2,298+39%$4.3M$6.0M+$1.7M2026-11-04
Adirondack Capital Advisors, LLC
INCREASED8,1477,579+568+7%$5.6M$6.0M+$445.8K2026-10-09
Castle Rock Wealth Management, LLC
DECREASED8,1128,576-464-5%$6.2M$6.2M-$56.9K2026-10-09
NovaPoint Capital, LLC
DECREASED8,0778,527-450-5%$6.3M$6.0M-$303.6K2026-10-22
Odyssey Capital Advisors, Inc.
INCREASED8,0737,608+465+6%$5.6M$6.0M+$370.1K2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED8,0687,636+432+6%$5.6M$6.0M+$345.9K2026-10-21
Earned Wealth Advisors, LLC
INCREASED8,0567,967+89+1%$5.9M$6.0M+$92.3K2026-11-06
Cyndeo Wealth Partners, LLC
INCREASED8,0467,524+522+7%$5.5M$6.0M+$411.7K2026-10-16
TFB Advisors LLC
INCREASED8,0447,281+763+10%$5.4M$6.0M+$588.8K2026-11-02
TrueWealth Advisors, LLC
DECREASED8,01119,212-11,201-58%$14.1M$5.9M-$8.2M2026-10-09
Capelight Capital Asset Management LP
UNCHANGED8,0008,00000%$5.9M$5.9M+$27.0K2026-10-23
AMG Asset Management Group, Inc.
INCREASED7,9807,909+71+1%$5.8M$5.9M+$79.3K2026-10-21
Family Legacy, Inc.
DECREASED7,9548,155-201-2%$6.0M$5.9M-$121.2K2026-10-13
Courier Capital LLC
INCREASED7,9457,940+5+0%$5.8M$5.9M+$30.5K2026-10-19
Fifth Third Wealth Advisors LLC
INCREASED7,9297,671+258+3%$5.6M$5.9M+$216.7K2026-10-22
Lifetime Wealth Management P.C.
DECREASED7,9168,262-346-4%$6.1M$5.9M-$228.2K2026-10-29
PFC Capital Group, Inc.
DECREASED7,8627,903-41-1%$5.8M$5.8M-$2.9K2026-11-06
Global Wealth Management, LLC
DECREASED7,8297,873-44-1%$5.8M$5.8M-$5.4K2026-10-15
111 Capital
INCREASED7,7946,643+1,151+17%$4.9M$5.8M+$873.9K2026-11-03
Perennial Advisors, LLC
DECREASED7,7707,773-30%$5.7M$5.7M+$23.3K2026-10-13
Lakeshore Financial Planning, Inc.
INCREASED7,7587,581+177+2%$5.6M$5.7M+$156.5K2026-10-13
Levin Capital Strategies, L.P.
UNCHANGED7,7457,74500%$5.7M$5.7M+$27.0K2026-11-02
Finward Bancorp
DECREASED7,7067,818-112-1%$5.8M$5.7M-$56.5K2026-10-14
QTR Family Wealth, LLC
DECREASED7,6498,138-489-6%$6.0M$5.7M-$334.1K2026-11-02
Montz Harcus Wealth Management LLC
DECREASED7,6497,739-90-1%$5.7M$5.7M-$40.5K2026-10-09
Strategic Family Wealth Counselors, L.L.C.
INCREASED7,5617,514+47+1%$5.5M$5.6M+$60.1K2026-10-29
First National Trust Co
DECREASED7,5497,618-69-1%$5.6M$5.6M-$25.4K2026-10-28
Grimes & Co Wealth Management, LLC
INCREASED7,5416,745+796+12%$5.0M$5.6M+$611.4K2026-10-29
Morton Capital Management LLC
INCREASED7,5357,380+155+2%$5.4M$5.6M+$139.2K2026-10-23
Valley National Advisers Inc
INCREASED7,5207,465+55+1%$5.5M$5.6M+$65.8K2026-10-23
Plancorp, LLC
INCREASED7,5066,910+596+9%$4.9M$5.2M+$264.5K2026-11-03
LAM Group, Inc.
UNCHANGED7,4757,47500%$5.5M$5.5M+$25.2K2026-10-26
Old National Bancorp
INCREASED7,4716,697+774+12%$4.9M$5.5M+$595.2K2026-10-20
Gibson Capital, LLC
INCREASED7,4591,043+6,416+615%$767.7K$5.5M+$4.8M2026-10-23
Defined Wealth Management, LLC
DECREASED7,4167,425-90%$5.5M$5.5M+$17.8K2026-10-19
Sightline Wealth Advisors, LLC
DECREASED7,3558,711-1,356-16%$6.4M$5.4M-$974.3K2026-10-21
Greenfield Savings Bank
DECREASED7,3347,649-315-4%$5.6M$5.4M-$207.3K2026-10-07
Inscription Capital, LLC
DECREASED7,3337,648-315-4%$5.6M$5.4M-$207.9K2026-11-02
Hutchens & Kramer Investment Management Group, LLC
INCREASED7,3277,080+247+3%$5.2M$5.4M+$206.7K2026-10-16
Omega Financial Group, LLC
DECREASED7,3187,417-99-1%$5.5M$5.4M-$47.8K2026-10-29
Advisors Management Group Inc
DECREASED7,3037,526-223-3%$5.5M$5.4M-$139.0K2026-11-05
Manske Wealth Management
INCREASED7,3027,126+176+2%$5.2M$5.4M+$153.9K2026-10-26
Michels Family Financial, LLC
INCREASED7,2666,537+729+11%$4.8M$5.4M+$561.4K2026-11-02
Paulson Wealth Management Inc.
DECREASED7,2527,435-183-2%$5.5M$5.4M-$110.3K2026-11-02
Rakuten Securities, Inc.
INCREASED7,2366,656+580+9%$4.9M$5.4M+$451.5K2026-11-02
Kanawha Capital Management LLC
INCREASED7,2077,186+21+0%$5.3M$5.3M+$39.8K2026-10-19
Howland Capital Management LLC
INCREASED7,1983,058+4,140+135%$2.3M$5.3M+$3.1M2026-10-22
Woodmont Investment Counsel LLC
DECREASED7,1577,208-51-1%$5.3M$5.3M-$13.4K2026-10-29
Norden Group LLC
DECREASED7,13817,364-10,226-59%$12.8M$5.3M-$7.5M2026-10-20
Tactive Advisors, LLC
INCREASED7,1357,001+134+2%$5.2M$5.3M+$122.9K2026-10-08
Clayton Financial Group LLC
INCREASED7,1307,051+79+1%$5.2M$5.3M+$81.4K2026-10-13
Abound Wealth Management
INCREASED7,1086,507+601+9%$4.8M$5.3M+$466.7K2026-10-26
Burke & Herbert Bank & Trust Co
INCREASED7,0716,767+304+4%$5.0M$5.2M+$247.7K2026-11-02
Clark Financial Services Group Inc
INCREASED7,0206,950+70+1%$5.1M$5.2M+$75.4K2026-10-19
Peddock Capital Advisors, LLC
INCREASED7,0156,905+110+2%$5.1M$5.2M+$104.8K2026-10-16
Johnson Financial Group, LLC
INCREASED7,0006,803+197+3%$5.0M$5.2M+$168.4K2026-11-03
Warm Springs Advisors Inc.
DECREASED6,9947,085-91-1%$5.2M$5.2M-$43.1K2026-10-28
Yanni & Associates Investment Advisors, LLC
DECREASED6,9857,073-88-1%$5.2M$5.2M-$41.2K2026-10-14
Winter & Associates, Inc.
INCREASED6,8776,496+381+6%$4.8M$4.9M+$151.6K2026-10-23
FSM Wealth Advisors, LLC
DECREASED6,8466,860-140%$5.1M$5.1M+$92.1K2026-10-27
Investment Partners, Ltd.
INCREASED6,8183,421+3,397+99%$2.5M$5.0M+$2.5M2026-10-29
Facet Wealth, Inc.
INCREASED6,8105,476+1,334+24%$4.0M$5.0M+$1.0M2026-11-04
Sterling Financial Planning, Inc.
INCREASED6,8056,768+37+1%$5.0M$5.0M+$50.3K2026-10-28
Asset Advisory Group, Inc.
INCREASED6,7886,715+73+1%$4.9M$5.0M+$76.7K2026-10-20
Codex Capital Asset Management L.L.C.
UNCHANGED6,7806,78000%$5.0M$5.0M+$22.8K2026-10-30
Rubicon Global Capital Ltd
NEW6,770—+6,770——$5.0M—2026-10-28
Cornerstone Wealth Group, LLC
INCREASED6,7636,438+325+5%$4.7M$5.0M+$262.1K2026-11-02
Catalyst Capital Advisors LLC
INCREASED6,7245,853+871+15%$4.3M$5.0M+$664.1K2026-11-02
Diversified Enterprises, LLC
DECREASED6,7186,884-166-2%$5.1M$5.0M-$99.5K2026-10-19
Ellerson Group Inc
DECREASED6,7157,211-496-7%$5.3M$4.6M-$708.5K2026-11-04
Silver Grove Financial Group, Inc.
INCREASED6,7075,857+850+15%$4.3M$5.0M+$648.4K2026-11-05
Greenwood Capital Associates LLC
DECREASED6,6907,355-665-9%$5.4M$4.9M-$467.2K2026-10-27
Three Magnolias Financial Advisors, LLC
DECREASED6,6627,899-1,237-16%$5.8M$4.9M-$888.5K2026-10-14
Rose Capital Advisors LLC
INCREASED6,6545,929+725+12%$4.4M$4.9M+$556.1K2026-11-04
Juncture Wealth Strategies, LLC
NEW6,635—+6,635——$4.9M—2026-10-06
Symphony Financial, Ltd. Co.
DECREASED6,6257,054-429-6%$5.2M$4.9M-$263.4K2026-10-22
Hardy Reed LLC
UNCHANGED6,6136,61300%$4.9M$4.9M+$22.3K2026-11-06
Wisconsin Wealth Advisors, LLC
DECREASED6,6056,887-282-4%$5.1M$4.9M-$185.3K2026-10-08
Optimist Retirement Group LLC
DECREASED6,6056,684-79-1%$4.9M$4.9M-$35.6K2026-10-30
Ironwood Financial, llc
DECREASED6,5876,608-210%$4.7M$4.9M+$169.7K2026-10-20
Aviance Capital Partners, LLC
INCREASED6,5786,303+275+4%$4.6M$4.9M+$224.9K2026-10-29
Opinicus Capital, Inc.
DECREASED6,5776,792-215-3%$5.0M$4.9M-$135.8K2026-10-28
Ayalon Insurance Comp Ltd.
DECREASED6,55418,300-11,746-64%$13.5K$4.9K-$8.6K2026-10-08
Retirement Investment Advisors, Inc.
DECREASED6,5296,547-180%$4.7M$4.8M+$169.3K2026-10-22
BCS Wealth Management
INCREASED6,5196,419+100+2%$4.7M$4.8M+$95.6K2026-11-03
Trademark Financial Management, LLC
DECREASED6,5076,781-274-4%$5.0M$4.8M-$179.5K2026-10-23
Private Wealth Group, LLC
DECREASED6,5016,530-290%$4.8M$4.8M+$5532026-10-19
South Shore Capital Advisors
INCREASED6,4965,682+814+14%$4.2M$4.8M+$620.9K2026-10-20
Harmony Asset Management LLC
DECREASED6,4826,673-191-3%$4.9M$4.8M-$118.8K2026-10-20
Kaydan Wealth Management, Inc.
DECREASED6,4666,657-191-3%$4.9M$4.8M-$118.8K2026-10-08
BankPlus Trust Department
INCREASED6,4496,428+21+0%$4.7M$4.8M+$37.2K2026-11-06
Fortitude Family Office, LLC
INCREASED6,4464,969+1,477+30%$3.7M$4.8M+$1.1M2026-10-14
Simon Quick Advisors, LLC
INCREASED6,4336,006+427+7%$4.4M$4.8M+$336.2K2026-10-26
Summit Global Investments
DECREASED6,4076,527-120-2%$4.8M$4.7M-$66.0K2026-10-28
Prism Advisors, Inc.
DECREASED6,4056,678-273-4%$4.9M$4.8M-$130.1K2026-10-09
BayBridge Capital Group, LLC
DECREASED6,3597,730-1,371-18%$5.7M$4.7M-$988.3K2026-10-13
Benedict Financial Advisors Inc
DECREASED6,3266,415-89-1%$4.7M$4.7M-$44.0K2026-10-07
Naples Global Advisors, LLC
INCREASED6,3115,982+329+6%$4.4M$4.7M+$263.6K2026-11-05
Howard Capital Management Group, LLC
UNCHANGED6,3006,30000%$4.6M$4.7M+$21.2K2026-10-16
Salem Investment Counselors Inc
DECREASED6,2966,297-10%$4.6M$4.7M+$20.2K2026-10-13
CWA Asset Management Group, LLC
INCREASED6,2846,152+132+2%$4.5M$4.6M+$118.1K2026-10-19
Fortress Financial Group, LLC
DECREASED6,2616,340-79-1%$4.7M$4.6M-$36.5K2026-10-21
Cardinal Point Capital Management ULC
DECREASED6,2466,297-51-1%$4.6M$4.6M-$20.4K2026-10-21
Greenhouse Wealth Management, LLC
DECREASED6,2256,416-191-3%$4.7M$4.6M-$98.6K2026-10-20
Unique Wealth Strategies, LLC
UNCHANGED6,2236,22300%$4.6M$4.6M$02026-10-13
SoundView Advisors Inc.
DECREASED6,1876,340-153-2%$4.7M$4.6M-$93.0K2026-11-04
Carolina Wealth Management Inc
DECREASED6,1406,648-508-8%$4.9M$4.5M-$353.7K2026-10-29
Baker Ellis Asset Management LLC
INCREASED6,1406,129+11+0%$4.5M$4.5M+$28.8K2026-10-14
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED6,1226,097+25+0%$4.5M$4.5M+$39.0K2026-10-23
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED6,1146,148-34-1%$4.5M$4.5M-$4.4K2026-10-13
Elm3 Financial Group, LLC
DECREASED6,0936,497-404-6%$4.8M$4.5M-$276.6K2026-10-07
Parkside Financial Bank & Trust
DECREASED6,0806,386-306-5%$4.7M$4.5M-$204.8K2026-10-27
Merkkuri Wealth Advisors LLC
DECREASED6,0806,291-211-3%$4.6M$4.5M-$135.4K2026-11-03
Cora Capital Advisors LLC
DECREASED6,0446,061-170%$4.5M$4.5M+$7.8K2026-11-02
Zinnia Wealth Advisory, LLC
DECREASED6,0436,099-56-1%$4.5M$4.5M-$20.9K2026-11-06
Fairscale Capital, LLC
DECREASED6,0326,068-36-1%$4.5M$4.2M-$303.2K2026-11-04
Forum Financial Management, LP
DECREASED6,0186,129-111-2%$4.5M$4.5M-$61.1K2026-10-16
Smith Thornton Advisors LLC
INCREASED5,9875,863+124+2%$4.2M$4.4M+$256.1K2026-10-16
Crusonia Wealth Advisors LLC
INCREASED5,9565,244+712+14%$3.9M$4.4M+$544.7K2026-10-26
Essex Bank
DECREASED5,9266,055-129-2%$4.5M$4.4M-$75.0K2026-10-16
Asset Dedication, LLC
INCREASED5,9025,839+63+1%$4.3M$4.4M+$66.4K2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED5,8956,189-294-5%$4.6M$4.4M-$196.6K2026-10-05
Bright Financial Advisors, Inc.
DECREASED5,8815,980-99-2%$4.4M$4.4M-$53.4K2026-10-23
Stablepoint Partners, LLC
INCREASED5,8595,052+807+16%$3.7M$4.3M+$614.1K2026-11-03
Weil Company, Inc.
DECREASED5,8356,068-233-4%$4.5M$4.3M-$151.7K2026-10-14
Dutch Asset Corp
INCREASED5,8305,826+4+0%$4.3M$4.3M+$22.7K2026-10-20
Roger Wittlin Investment Advisory, LLC
DECREASED5,8246,592-768-12%$4.9M$4.3M-$545.6K2026-10-19
Redwood Family Wealth LLC
DECREASED5,7965,925-129-2%$4.4M$4.3M-$75.7K2026-10-20
Affinity Capital Advisors, LLC
DECREASED5,7945,916-122-2%$4.3M$4.4M+$76.6K2026-10-13
HF Advisory Group, LLC
INCREASED5,7795,657+122+2%$4.2M$4.3M+$108.9K2026-10-09
Coquina Private Wealth LLC
DECREASED5,7555,807-52-1%$4.3M$4.3M-$19.2K2026-10-27
Clear Wave Wealth Management LLC
INCREASED5,7495,684+65+1%$4.2M$4.3M+$67.2K2026-11-04
Keudell ison Wealth Management
INCREASED5,7365,706+30+1%$4.2M$4.2M+$41.4K2026-10-16
Purkiss Capital Advisors LLC
DECREASED5,7225,919-197-3%$4.4M$4.2M-$126.3K2026-11-06
AWM Capital, LLC
INCREASED5,6764,117+1,559+38%$3.0M$4.2M+$1.2M2026-10-16
Appalachian Capital Management Ltd
DECREASED5,6665,683-170%$4.2M$4.2M+$6.6K2026-10-14
Milestone Asset Management, LLC
DECREASED5,6616,095-434-7%$4.5M$4.2M-$300.5K2026-10-15
Accredited Investors Inc.
DECREASED5,6596,213-554-9%$4.6M$4.2M-$388.6K2026-11-03
Silverlake Wealth Management LLC
DECREASED5,6585,910-252-4%$4.4M$4.2M-$166.8K2026-10-21
Wagner Wealth Management, LLC
INCREASED5,6065,251+355+7%$3.9M$4.1M+$280.0K2026-10-21
Intelligence Driven Advisers, LLC
INCREASED5,6022,070+3,532+171%$1.5M$4.1M+$2.6M2026-10-09
Fishman JAY A LTD
DECREASED5,5975,897-300-5%$4.3M$4.1M-$202.1K2026-10-26
Pearl Planning LLC
INCREASED5,5534,898+655+13%$3.6M$4.1M+$501.1K2026-10-13
Angeles Wealth Management, LLC
INCREASED5,5285,512+16+0%$4.1M$4.1M+$29.6K2026-10-26
Kingstone Capital Partners Texas, LLC
DECREASED5,5025,624-122-2%$4.1M$4.1M-$71.3K2026-11-03
United Capital Management of KS, Inc.
DECREASED5,4925,760-268-5%$4.2M$4.1M-$178.4K2026-11-04
Hilltop National Bank
DECREASED5,4785,699-221-4%$4.2M$4.1M-$144.3K2026-10-14
Raab & Moskowitz Asset Management LLC
DECREASED5,4685,520-52-1%$4.1M$4.0M-$19.9K2026-11-02
Secure Asset Management, LLC
DECREASED5,4665,996-530-9%$4.4M$4.0M-$372.0K2026-10-19
Sageworth Trust Co
INCREASED5,4634,111+1,352+33%$3.0M$4.0M+$1.0M2026-10-30
Asset Allocation & Management Company, LLC
UNCHANGED5,4415,44100%$4.0K$4.0K+$182026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED5,4404,853+587+12%$3.6M$4.0M+$451.2K2026-10-14
Mattern Capital Management, LLC
UNCHANGED5,4315,43100%$4.0M$4.0M+$18.3K2026-11-02
Regatta Capital Group, LLC
DECREASED5,4266,601-1,175-18%$4.9M$4.0M-$847.1K2026-10-23
Private Wealth Management Group, LLC
DECREASED5,4265,544-118-2%$4.1M$4.0M-$68.6K2026-10-19
Mirador Capital Partners LP
INCREASED5,4215,205+216+4%$3.8M$4.0M+$178.0K2026-10-09
Elevated Capital Advisors, LLC
INCREASED5,4185,181+237+5%$3.8M$4.0M+$192.7K2026-11-04
Helium Advisors LLC
INCREASED5,3705,201+169+3%$3.8M$4.0M+$142.7K2026-10-23
71 West Capital Partners
INCREASED5,3615,355+6+0%$3.9M$4.0M+$22.5K2026-11-04
Smith Salley Wealth Management
INCREASED5,3605,152+208+4%$3.8M$4.0M+$171.2K2026-11-03
Elevation Wealth Partners, LLC
INCREASED5,3584,621+737+16%$3.4M$4.0M+$560.9K2026-10-07
CWC Advisors, Llc.
INCREASED5,3465,274+72+1%$3.9M$4.0M+$70.9K2026-10-15
Adamsbrown Wealth Consultants LLC
INCREASED5,2795,092+187+4%$3.7M$3.9M+$155.9K2026-10-20
TCI Wealth Advisors, Inc.
INCREASED5,2735,207+66+1%$3.8M$3.9M+$66.7K2026-10-30
Investmark Advisory Group LLC
INCREASED5,2694,525+744+16%$3.3M$3.9M+$565.9K2026-10-27
Altfest L J & Co Inc
DECREASED5,2565,438-182-3%$4.0M$3.9M-$116.2K2026-10-27
Sage Investment Advisers LLC
INCREASED5,2315,046+185+4%$3.7M$3.9M+$154.1K2026-10-21
Kesler, Norman & Wride, LLC
INCREASED5,2175,192+25+0%$3.8M$3.9M+$36.0K2026-11-06
Three Seasons Wealth, LLC
DECREASED5,2125,739-527-9%$4.2M$3.9M-$370.5K2026-11-03
Optima Capital LLC
DECREASED5,1957,216-2,021-28%$5.3M$3.8M-$1.5M2026-10-29
Hegarty Advisors, LLC
INCREASED5,1573,827+1,330+35%$2.8M$3.8M+$996.8K2026-10-20
Charles Schwab Trust Co
DECREASED5,1449,175-4,031-44%$6.8M$3.8M-$3.0M2026-10-15
Rinkey Investments
DECREASED5,1405,254-114-2%$3.9M$3.8M-$66.6K2026-10-28
Independence Wealth Advisors, LLC
DECREASED5,1337,789-2,656-34%$5.7M$3.8M-$1.9M2026-10-29
Financial Management Network Inc
DECREASED5,1115,161-50-1%$3.6M$3.8M+$242.5K2026-10-09
One Day In July LLC
INCREASED5,1065,028+78+2%$3.7M$3.8M+$74.3K2026-10-30
Midwest Professional Planners, Ltd.
DECREASED5,1045,295-191-4%$3.9M$3.8M-$123.3K2026-10-29
Badgley Phelps Wealth Managers, LLC
DECREASED5,0925,137-45-1%$3.8M$3.8M-$16.4K2026-10-22
Gamma Investing LLC
DECREASED5,0905,368-278-5%$4.0M$3.8M-$187.6K2026-10-08
FC Advisory LLC
DECREASED5,0825,107-250%$3.8M$3.8M-$1.2K2026-10-05
Compass Financial Services Inc
INCREASED5,0765,074+2+0%$3.7M$3.8M+$19.3K2026-11-06
Encompass Wealth Advisors, LLC
INCREASED5,0602,617+2,443+93%$1.9M$3.7M+$1.8M2026-10-15
TritonPoint Partners, LLC
DECREASED5,0555,455-400-7%$4.0M$3.7M-$278.2K2026-11-05
Reality Financial Planning Services, LLC
DECREASED5,0445,137-93-2%$3.8M$3.7M-$51.5K2026-11-03
Intrua Financial, LLC
INCREASED5,0264,909+117+2%$3.6M$3.7M+$103.0K2026-10-28
Madison Park Capital Advisors, LLC
DECREASED5,02555,764-50,739-91%$3.5M$3.7M+$248.9K2026-10-28
Value Investment Professionals, LLC
INCREASED5,0135,011+2+0%$3.7M$3.7M+$18.3K2026-10-13
Toth Financial Advisory Corp
DECREASED4,9875,159-172-3%$3.8M$3.7M-$109.7K2026-10-08
First Community Trust NA
INCREASED4,9844,971+13+0%$3.7M$3.7M+$26.4K2026-10-07
Keystone Global Partners, LLC
INCREASED4,9813,027+1,954+65%$2.2M$3.7M+$1.5M2026-10-13
Orba Wealth Advisors, L.L.C.
DECREASED4,9794,983-40%$3.7M$3.7M+$13.7K2026-10-23
Christensen, King & Associates Investment Services, Inc.
INCREASED4,9744,195+779+19%$3.1M$3.7M+$590.7K2026-10-22
Hofer & Associates. Inc
NEW4,973—+4,973——$3.7M—2026-10-13
RED Crane Wealth Management, LLC
DECREASED4,9735,189-216-4%$3.8M$3.7M-$142.2K2026-10-14
Mainsail Financial Group, LLC
INCREASED4,9504,856+94+2%$3.6M$3.7M+$86.1K2026-10-23
Plante Moran Financial Advisors, LLC
INCREASED4,9494,837+112+2%$3.6M$3.7M+$98.9K2026-11-04
Carl P. Sherr & Co., LLC
DECREASED4,9435,223-280-5%$3.8M$3.7M-$189.5K2026-11-06
Brandywine OAK Private Wealth LLC
DECREASED4,9376,497-1,560-24%$4.8M$3.7M-$1.1M2026-10-23
Owl Creek Wealth Partners LLC
NEW4,932—+4,932——$3.6M—2026-10-20
Paragon Private Wealth Management, LLC
INCREASED4,9303,374+1,556+46%$2.5M$3.6M+$1.2M2026-10-20
Northwest Financial Advisors
INCREASED4,9304,842+88+2%$3.6M$3.6M+$81.6K2026-10-27
DWM Financial Group, Inc.
DECREASED4,9085,694-786-14%$3.5M$3.6M+$132.9K2026-10-28
Westwood Wealth Management
INCREASED4,9084,907+1+0%$3.6M$3.6M+$16.6K2026-10-29
Gilliland Jeter Wealth Management LLC
INCREASED4,8874,528+359+8%$3.3M$3.6M+$280.9K2026-10-28
Prospera Capital Management, LLC
UNCHANGED4,8844,88400%$3.5M$3.6M+$82.8K2026-10-19
Worth Asset Management, LLC
DECREASED4,87216,719-11,847-71%$12.3M$3.6M-$8.7M2026-10-07
Waters Parkerson & Co., LLC
DECREASED4,8684,988-120-2%$3.7M$3.6M-$71.9K2026-11-04
Transcendent Capital Group LLC
DECREASED4,84611,006-6,160-56%$8.1M$3.6M-$4.5M2026-10-28
CX Institutional
INCREASED4,8444,156+688+17%$3.1K$3.6K+$5232026-10-02
SP Asset Management LLC
DECREASED4,8395,034-195-4%$3.7M$3.6M-$127.5K2026-11-05
Security National Bank
INCREASED4,8263,714+1,112+30%$2.7M$3.6M+$835.1K2026-10-26
Foguth Wealth Management, Llc.
DECREASED4,8184,965-147-3%$3.5M$3.4M-$36.3K2026-10-19
Farrow Financial, Inc.
INCREASED4,7924,713+79+2%$3.5M$3.5M+$74.3K2026-10-30
Physician Wealth Advisors, Inc.
INCREASED4,7884,631+157+3%$3.4M$3.5M+$131.9K2026-10-20
Semus Wealth Partners LLC
INCREASED4,7854,507+278+6%$3.3M$3.5M+$220.7K2026-10-22
WealthPlan Investment Management, LLC
INCREASED4,7734,194+579+14%$3.1M$3.5M+$442.8K2026-10-15
MSH Capital Advisors LLC
DECREASED4,7635,343-580-11%$3.9M$3.5M-$411.7K2026-11-03
Innova Wealth Partners
DECREASED4,7626,244-1,482-24%$4.6M$3.5M-$1.1M2026-10-21
Welch Group, LLC
INCREASED4,7494,432+317+7%$3.3M$3.5M+$248.9K2026-10-29
Kraft, Davis & Associates, LLC
DECREASED4,7395,160-421-8%$3.7M$3.4M-$239.1K2026-10-21
Noble Wealth Management PBC
INCREASED4,7394,684+55+1%$3.4M$3.5M+$56.3K2026-10-01
SeaBridge Investment Advisors LLC
INCREASED4,7382,027+2,711+134%$1.5M$3.5M+$2.0M2026-11-02
Ballast Rock Private Wealth LLC
INCREASED4,7224,712+10+0%$3.5M$3.5M+$23.3K2026-10-26
USA Financial Formulas
NEW4,715—+4,715——$3.5M—2026-10-16
Plan Group Financial, LLC
DECREASED4,7125,869-1,157-20%$4.3M$3.4M-$940.1K2026-10-22
GGM Financial LLC
INCREASED4,7024,667+35+1%$3.4M$3.5M+$42.0K2026-11-05
Flavin Financial Services, Inc.
DECREASED4,6904,726-36-1%$3.5M$3.5M-$10.6K2026-10-21
Alterna Wealth Management, Inc
DECREASED4,6646,268-1,604-26%$4.6M$3.5M-$1.2M2026-10-27
United Advisor Group, LLC
INCREASED4,6534,398+255+6%$3.2M$3.4M+$203.6K2026-11-03
Moss Adams Wealth Advisors LLC
DECREASED4,6434,743-100-2%$3.5M$3.4M-$58.5K2026-10-28
Pinnacle Bancorp, Inc.
DECREASED4,6434,648-50%$3.4M$3.4M+$12.0K2026-10-21
IMG Wealth Management, Inc.
DECREASED4,6374,863-226-5%$3.6M$3.4M-$150.7K2026-10-27
Ballew Advisors, Inc
NEW4,612—+4,612——$3.5M—2026-10-05
Ejmk Ventures LLC
DECREASED4,5975,030-433-9%$3.7M$3.4M-$303.3K2026-10-21
Capital Wealth Alliance, LLC
DECREASED4,5816,664-2,083-31%$4.9M$3.4M-$1.5M2026-10-20
Kentucky Trust Co
INCREASED4,5724,541+31+1%$3.3M$3.4M+$38.2K2026-10-15
Samalin Investment Counsel, LLC
DECREASED4,5604,760-200-4%$3.5M$3.4M-$131.4K2026-10-23
First Citizens Bank & Trust Co
DECREASED4,5575,326-769-14%$3.9M$3.4M-$550.9K2026-10-14
Dorato Capital Management
DECREASED4,5494,854-305-6%$3.5M$3.4M-$74.7K2026-10-08
Carroll Advisory Group, LLC
DECREASED4,5384,697-159-3%$3.5M$3.4M-$101.5K2026-10-16
Hourglass Capital, LLC
DECREASED4,5264,586-60-1%$3.4M$3.3M-$28.6K2026-10-26
Stonebridge Financial Group, LLC
INCREASED4,5154,374+141+3%$3.2M$3.3M+$119.0K2026-10-01
North Capital, Inc.
INCREASED4,5114,368+143+3%$3.2M$3.4M+$138.2K2026-10-16
Stone Wealth Partners
INCREASED4,5072,870+1,637+57%$2.1M$3.3M+$1.2M2026-11-05
Higgins & Schmidt Wealth Strategies LLC
DECREASED4,5074,557-50-1%$3.4M$3.3M-$21.5K2026-10-26
Xcel Wealth Management, LLC
INCREASED4,4954,261+234+5%$3.1M$3.3M+$187.5K2026-10-26
Compass Financial Group, Inc
DECREASED4,4705,305-835-16%$3.9M$3.3M-$600.1K2026-10-13
King Luther Capital Management Corp
DECREASED4,4636,373-1,910-30%$4.7M$3.3M-$1.4M2026-11-05
WealthCare Asset Management, LLC
DECREASED4,4597,694-3,235-42%$5.7M$3.3M-$2.4M2026-10-26
Uhlmann Price Securities, LLC
DECREASED4,4354,817-382-8%$3.5M$3.3M-$265.9K2026-11-03
XY Planning Network, Inc.
INCREASED4,4313,830+601+16%$2.8M$3.3M+$457.5K2026-10-14
First Citizens Financial Corp
UNCHANGED4,4164,41600%$3.3M$3.3M+$14.9K2026-10-02
Advisor Resource Council
DECREASED4,4154,720-305-6%$3.4M$3.3M-$74.6K2026-11-05
LFA - Lugano Financial Advisors SA
UNCHANGED4,4154,41500%$3.3M$3.3M+$14.9K2026-11-03
Infinity Wealth Counsel, LLC
INCREASED4,4104,325+85+2%$3.2M$3.3M+$77.5K2026-10-15
Fort Washington Investment Advisors Inc
DECREASED4,4094,411-20%$3.2M$3.3M+$13.4K2026-10-15
International Private Wealth Advisors LLC
INCREASED4,4083,610+798+22%$2.7M$3.3M+$602.2K2026-11-05
Benchmark Financial Wealth Advisors, LLC
DECREASED4,3864,475-89-2%$3.3M$3.2M-$51.0K2026-10-20
Aspirean Wealth, LLC
UNCHANGED4,3854,38500%$3.2M$3.2M+$14.5K2026-11-03
NBZ Investment Advisors LLC
INCREASED4,3713,879+492+13%$2.9M$3.2M+$377.3K2026-10-30
Hummer Financial Advisory Services Inc
UNCHANGED4,3664,36600%$3.2M$3.2M+$14.4K2026-10-09
J. L. Bainbridge & Co., Inc.
UNCHANGED4,3544,35400%$3.2M$3.2M+$14.8K2026-10-20
Tandem Investment Partners LLC
DECREASED4,3534,500-147-3%$3.3M$3.2M-$93.6K2026-10-16
Langley Wealth Management, LLC
INCREASED4,3344,221+113+3%$3.1M$3.2M+$97.9K2026-11-04
Balentine LLC
INCREASED4,3324,330+2+0%$3.2M$3.2M+$16.1K2026-11-03
RCW Management, LLC
DECREASED4,3264,389-63-1%$3.2M$3.2M-$32.3K2026-10-30
Selective Wealth Management, Inc.
INCREASED4,3264,287+39+1%$3.0M$3.1M+$167.8K2026-10-16
Waldron Private Wealth LLC
DECREASED4,3234,410-87-2%$3.2M$3.2M-$46.2K2026-11-02
Sage Financial Group Inc
INCREASED4,3151,311+3,004+229%$965.8K$3.2M+$2.2M2026-10-27
Private Capital Advisors, Inc.
INCREASED4,3094,259+50+1%$3.1M$3.2M+$51.3K2026-10-06
Massachusetts Wealth Management
DECREASED4,3024,492-190-4%$3.3M$3.2M-$125.4K2026-10-21
Dagco, Inc.
DECREASED4,3024,402-100-2%$3.2M$3.2M-$59.1K2026-10-20
Summit Asset Management, LLC
DECREASED4,2994,302-30%$3.2M$3.2M+$11.6K2026-11-05
Tranquility Partners, LLC
DECREASED4,2984,329-31-1%$3.2M$3.2M-$8.3K2026-10-20
Chapin Davis, Inc.
INCREASED4,2944,274+20+0%$3.1M$3.2M+$29.3K2026-10-09
Kelleher Financial Advisors
DECREASED4,2864,716-430-9%$3.5M$3.2M-$302.6K2026-10-30
Lauterbach Financial Advisors, LLC
DECREASED4,2794,441-162-4%$3.3M$3.2M-$104.5K2026-10-21
UMB Bank, n.a.
UNCHANGED4,2704,27000%$3.1M$3.2M+$14.4K2026-11-06
AA Financial Advisors, LLC
INCREASED4,2694,237+32+1%$3.1M$3.2M+$37.8K2026-10-19
Pinnacle Wealth Planning Services, Inc.
INCREASED4,2494,166+83+2%$3.1M$3.1M+$75.3K2026-10-27
Optivise Advisory Services LLC
INCREASED4,2474,223+24+1%$3.1M$3.1M+$31.9K2026-10-19
Geneva Partners, LLC
INCREASED4,2463,941+305+8%$2.9M$3.1M+$238.7K2026-10-26
Mcdonald Partners LLC
INCREASED4,2433,991+252+6%$2.9M$3.1M+$199.9K2026-11-03
Y-Intercept (Hong Kong) Ltd
NEW4,242—+4,242——$3.1M—2026-10-16
Jones Kertz & Associates, Inc.
DECREASED4,2344,254-200%$3.1M$3.1M-$4602026-10-28
Blvd Private Wealth, LLC
DECREASED4,2334,382-149-3%$3.2M$3.1M-$95.2K2026-10-14
Investors Asset Management of Georgia Inc
INCREASED4,2274,172+55+1%$3.1M$3.1M+$54.9K2026-10-20
Pathway Financial Advisors LLC
INCREASED4,2234,207+16+0%$3.0M$3.1M+$126.0K2026-10-07
Rational Advisors, Inc.
NEW4,218—+4,218——$3.1M—2026-11-02
Opulen Financial Group LLC
DECREASED4,2044,361-157-4%$3.2M$3.1M-$101.6K2026-10-22
Bulwark Capital Corp
INCREASED4,1923,542+650+18%$2.6M$3.1M+$492.8K2026-10-13
Parsons Capital Management Inc
DECREASED4,1874,217-30-1%$3.1M$3.1M-$8.0K2026-10-28
Tritonpoint Wealth, LLC
INCREASED4,1854,141+44+1%$3.0M$3.1M+$45.8K2026-10-19
Investment Partners Asset Management, Inc.
DECREASED4,1254,163-38-1%$3.1M$3.1M-$14.2K2026-10-09
Sawgrass Asset Management LLC
UNCHANGED4,1234,12300%$3.0M$3.0M+$13.9K2026-11-03
Weatherly Asset Management L. P.
UNCHANGED4,1054,10500%$3.0M$3.0M+$13.7K2026-10-20
Summit Wealth Group LLC / Co
INCREASED4,0933,974+119+3%$2.9M$3.0M+$101.5K2026-10-29
Mann Financial Group, Inc.
INCREASED4,0753,783+292+8%$2.8M$3.0M+$228.8K2026-10-15
Atlas Brown,Inc.
DECREASED4,0754,139-64-2%$3.0M$3.0M-$33.7K2026-10-09
Revolve Wealth Partners, LLC
DECREASED4,0744,254-180-4%$3.1M$3.0M-$119.1K2026-10-23
CFS Investment Advisory Services, LLC
INCREASED4,0553,535+520+15%$2.5M$3.1M+$561.4K2026-10-19
Mindset Wealth Management, LLC
UNCHANGED4,0454,04500%$3.0M$3.0M+$13.8K2026-10-19
United Asset Strategies, Inc.
DECREASED4,0404,041-10%$3.0M$3.0M+$12.6K2026-10-28
Gryphon Financial Partners LLC
INCREASED4,0333,910+123+3%$2.9M$3.0M+$104.2K2026-11-04
Wavvest Wealth LLC
NEW4,029—+4,029——$3.0M—2026-10-21
Narus Financial Partners, LLC
DECREASED4,0294,076-47-1%$3.0M$3.0M-$21.4K2026-10-19
Friday Financial
INCREASED4,0283,966+62+2%$2.8M$3.0M+$175.9K2026-10-09
Berbice Capital Management LLC
INCREASED4,0203,730+290+8%$2.7M$3.0M+$227.1K2026-10-13
Aries Wealth Management
INCREASED4,0193,838+181+5%$2.8M$3.0M+$146.8K2026-10-23
Resonant Capital Advisors, LLC
INCREASED4,0194,000+19+0%$2.9M$3.0M+$27.3K2026-10-15
Hibernia Wealth Partners, LLC
INCREASED3,9973,886+111+3%$2.9M$3.0M+$95.7K2026-10-29
McClarren Financial Advisors, Inc.
DECREASED3,9894,191-202-5%$3.1M$3.0M-$136.0K2026-10-15
Lewis Asset Management, LLC
DECREASED3,9843,990-60%$2.9M$3.0M+$12.4K2026-10-14
Rydar Equities, Inc.
DECREASED3,9703,974-40%$2.8M$3.0M+$209.3K2026-10-13
Anchyra Partners LLC
INCREASED3,9562,254+1,702+76%$1.7M$2.9M+$1.3M2026-10-13
Valtinson Bruner Financial Planning LLC
INCREASED3,9533,952+1+0%$2.9M$2.9M+$13.6K2026-11-02
Heritage Investors Management Corp
DECREASED3,9524,027-75-2%$3.0M$2.9M-$41.0K2026-10-29
River Street Advisors LLC
INCREASED3,9503,905+45+1%$2.9M$2.9M+$46.5K2026-10-22
Union Savings Bank
INCREASED3,9473,835+112+3%$2.8M$2.9M+$95.8K2026-10-14
Carter Financial Group, Inc.
DECREASED3,9313,960-29-1%$2.9M$2.9M-$8.1K2026-10-21
Outfitters Financial LLC
INCREASED3,9193,827+92+2%$2.8M$2.9M+$81.0K2026-10-23
Saxon Interests, Inc.
DECREASED3,9034,140-237-6%$3.0M$2.9M-$161.4K2026-10-26
Patrick M Sweeney & Associates, Inc
INCREASED3,8963,885+11+0%$2.9M$2.9M+$21.3K2026-10-22
Zega Investments, LLC
DECREASED3,8764,079-203-5%$3.0M$2.9M-$136.4K2026-11-04
Net Worth Advisory Group
DECREASED3,8723,942-70-2%$2.9M$2.9M-$29.8K2026-10-20
Colton Groome Financial Advisors, LLC
DECREASED3,8623,895-33-1%$2.9M$2.9M-$11.3K2026-10-06
Lionshead Wealth Management, LLC
INCREASED3,8573,856+1+0%$2.8M$2.9M+$16.9K2026-10-21
Yelin Lapidot Holdings Management Ltd.
DECREASED3,8524,238-386-9%$3.1M$2.8M-$271.3K2026-10-26
Smith Asset Management Co., LLC
INCREASED3,8492,747+1,102+40%$2.0M$2.8M+$825.1K2026-10-16
Platform Technology Partners
DECREASED3,8483,961-113-3%$2.9M$2.8M-$70.5K2026-11-02
Pictet North America Advisors SA
UNCHANGED3,8463,84600%$2.8M$2.8M+$13.2K2026-10-21
Patten & Patten Inc
INCREASED3,8443,784+60+2%$2.8M$2.8M+$57.4K2026-10-26
Nixon Peabody Trust Co
INCREASED3,8351,335+2,500+187%$983.1K$2.8M+$1.9M2026-10-23
Websterrogers Financial Advisors, LLC
UNCHANGED3,8353,83500%$2.8M$2.8M+$12.4K2026-11-02
Sierra Summit Advisors LLC
DECREASED3,7894,242-453-11%$3.1M$2.8M-$320.8K2026-10-28
Capital Planning LLC
DECREASED3,7834,094-311-8%$3.0M$2.8M-$217.3K2026-10-09
Peoples Bank
INCREASED3,7803,771+9+0%$2.8M$2.8M+$19.4K2026-10-09
Beaumont Financial Advisors, LLC
INCREASED3,7773,693+84+2%$2.7M$2.8M+$74.0K2026-10-22
Westbourne Investment Advisors, Inc.
UNCHANGED3,7773,77700%$2.8M$2.8M+$12.7K2026-10-20
HRC Wealth Management, LLC
INCREASED3,7663,395+371+11%$2.5M$2.8M+$286.0K2026-10-16
Legacy Edge Advisors, LLC
INCREASED3,7623,567+195+5%$2.6M$2.8M+$156.4K2026-11-06
Breakwater Capital Group
INCREASED3,7613,145+616+20%$2.3M$2.8M+$466.0K2026-10-09
Cypress Asset Management Inc
DECREASED3,7603,864-104-3%$2.8M$2.8M-$63.9K2026-10-09
CPC Advisors, LLC
DECREASED3,7523,770-180%$2.8M$2.8M-$5712026-10-21
Core Wealth Partners LLC
INCREASED3,7512,891+860+30%$2.1M$2.8M+$646.1K2026-11-02
Clear Trail Advisors, LLC
INCREASED3,7443,622+122+3%$2.7M$2.8M+$102.8K2026-10-20
Viewpoint Capital Management LLC
DECREASED3,7363,935-199-5%$2.9M$2.8M-$134.0K2026-10-27
Perryman Financial Advisory Inc
INCREASED3,7333,693+40+1%$2.7M$2.8M+$41.8K2026-10-16
Veery Capital, LLC
INCREASED3,7283,726+2+0%$2.7M$2.8M+$13.7K2026-10-07
Endeavor Private Wealth, Inc.
DECREASED3,7244,008-284-7%$3.0M$2.8M-$190.8K2026-11-05
Taylor Securities Services, Inc.
INCREASED3,7063,550+156+4%$2.6M$2.7M+$127.3K2026-10-20
Cordgrass Capital Advisors, LLC
INCREASED3,6983,650+48+1%$2.7M$2.7M+$47.8K2026-10-30
Key Capital Management, Inc
INCREASED3,6701,617+2,053+127%$1.2M$2.7M+$1.5M2026-11-03
SVB Wealth LLC
DECREASED3,6684,376-708-16%$3.2M$2.7M-$509.0K2026-11-06
Aspect Partners, LLC
INCREASED3,6383,634+4+0%$2.7M$2.7M+$15.7K2026-10-20
American National Bank & Trust
DECREASED3,6353,684-49-1%$2.7M$2.7M-$23.8K2026-10-07
Affiance Financial, LLC
INCREASED3,6343,583+51+1%$2.6M$2.7M+$49.5K2026-10-15
Professional Financial Advisors, LLC
DECREASED3,6053,614-90%$2.7M$2.7M+$5.7K2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED3,6003,666-66-2%$2.7M$2.7M-$35.9K2026-10-26
Winebrenner Capital Management LLC
INCREASED3,5862,848+738+26%$2.1M$2.2M+$130.1K2026-10-07
F&V Capital Management, LLC
DECREASED3,5823,600-180%$2.7M$2.7K-$2.6M2026-10-19
Silvia Mccoll Wealth Management, LLC
INCREASED3,5773,565+12+0%$2.6M$2.6M+$20.9K2026-10-07
Northern Financial Advisors Inc
DECREASED3,5753,648-73-2%$2.7M$2.6M-$41.1K2026-10-29
15 Wealth Advisors LLC
NEW3,565—+3,565——$2.6M—2026-10-14
Bradley & Co. Private Wealth Management, LLC
UNCHANGED3,5633,56300%$2.6M$2.6M+$14.7K2026-10-23
Morton Brown Family Wealth, LLC
INCREASED3,5603,229+331+10%$2.4M$2.6M+$256.0K2026-10-23
Howard Wealth Management, LLC
DECREASED3,5543,574-20-1%$2.6M$2.6M-$3.2K2026-10-28
Advanced Asset Management Advisors Inc
INCREASED3,5533,503+50+1%$2.6M$2.6M+$48.8K2026-10-20
Fortitude Financial, LLC
DECREASED3,5513,670-119-3%$2.7M$2.6M-$75.7K2026-10-19
ETF Store, Inc.
INCREASED3,5502,803+747+27%$2.1M$2.6M+$561.9K2026-10-19
WT Wealth Management
DECREASED3,5434,341-798-18%$3.2M$2.6M-$575.8K2026-10-13
3 Factor Indexing, LLC
INCREASED3,5383,508+30+1%$2.6M$2.6M+$34.0K2026-10-15
Allen Mooney & Barnes Investment Advisors LLC
DECREASED3,5273,581-54-2%$2.6M$2.6M-$27.5K2026-10-08
Vestor Capital, LLC
INCREASED3,5253,201+324+10%$579$512-$672026-11-04
First Growth Capital LLC
INCREASED3,5243,519+5+0%$2.6M$2.6M+$15.6K2026-10-15
Symmetry Partners, LLC
INCREASED3,504790+2,714+344%$581.8K$2.6M+$2.0M2026-10-27
Weaver Consulting Group
INCREASED3,4953,483+12+0%$2.6M$2.6M+$20.2K2026-10-07
Lyell Wealth Management, LP
DECREASED3,4883,508-20-1%$2.6M$2.6M-$3.5K2026-10-30
Oakworth Capital, Inc.
UNCHANGED3,4883,48800%$2.6M$2.6M+$16.2K2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED3,4793,382+97+3%$2.5M$2.6M+$83.2K2026-10-15
PCG Asset Management, LLC
DECREASED3,4777,390-3,913-53%$5.4M$2.6M-$2.9M2026-11-05
Financial Perspectives, Inc
INCREASED3,4663,448+18+1%$2.5M$2.6M+$24.6K2026-11-03
Linscomb Wealth, Inc.
DECREASED3,4613,472-110%$2.6M$2.6M+$3.6K2026-11-05
Register Financial Advisors LLC
INCREASED3,4593,364+95+3%$2.5M$2.6M+$81.9K2026-10-23
Crumly & Associates Inc.
INCREASED3,4582,990+468+16%$2.2M$2.6M+$356.8K2026-10-07
Financial Futures Ltd Liability Co.
INCREASED3,4483,414+34+1%$2.5M$2.6M+$36.7K2026-10-13
Ceera Investments, LLC
INCREASED3,4363,026+410+14%$2.2M$2.5M+$313.5K2026-11-02
Occidental Asset Management, LLC
INCREASED3,4262,374+1,052+44%$1.7M$2.5M+$786.3K2026-11-05
Traphagen Investment Advisors LLC
INCREASED3,4032,736+667+24%$2.0M$2.5M+$502.8K2026-10-14
J. Derek Lewis & Associates Inc.
INCREASED3,3993,054+345+11%$2.2M$2.5M+$265.7K2026-11-03
Stiles Financial Services Inc
DECREASED3,3923,430-38-1%$2.5M$2.5M-$16.5K2026-10-30
Cambridge Financial Group, LLC
UNCHANGED3,3583,35800%$2.5M$2.5M$02026-10-06
Meridian Investment Counsel Inc.
UNCHANGED3,3463,34600%$2.5M$2.5M+$11.3K2026-10-14
Great Lakes Advisors, LLC
DECREASED3,33713,847-10,510-76%$10.2M$2.5M-$7.7M2026-11-06
Novem Group
DECREASED3,3363,689-353-10%$2.7M$2.5M-$249.0K2026-10-19
McAdam, LLC
INCREASED3,3323,131+201+6%$2.3M$2.5M+$159.2K2026-10-21
Davis Investment Partners, LLC
UNCHANGED3,3183,31800%$2.4M$2.5M+$11.4K2026-11-05
Trust Point Inc.
NEW3,294—+3,294——$2.4M—2026-10-27
Synergy Asset Management, LLC
DECREASED3,29213,919-10,627-76%$10.2M$2.4M-$7.8M2026-11-05
MFA Wealth Services
INCREASED3,2873,201+86+3%$2.4M$2.4M+$74.8K2026-10-14
Paller Financial Services Inc
DECREASED3,2765,298-2,022-38%$3.9M$2.4M-$1.5M2026-10-13
Cape Investment Advisory, Inc.
DECREASED3,2743,367-93-3%$2.5M$2.4M-$57.0K2026-10-13
Northeast Investment Management
DECREASED3,2723,385-113-3%$2.5M$2.4M-$72.2K2026-10-30
Ridgewood Investments LLC
DECREASED3,2653,305-40-1%$2.4M$2.4M-$19.1K2026-10-05
Acropolis Investment Management, LLC
INCREASED3,2643,223+41+1%$2.4M$2.4M+$41.2K2026-10-08
Global Financial Private Client, LLC
DECREASED3,2623,268-60%$2.4M$2.4M+$6.6K2026-10-15
Roman Butler Fullerton & Co
INCREASED3,2512,771+480+17%$2.0M$2.3M+$363.4K2026-10-27
Everhart Financial Group, Inc.
INCREASED3,2472,809+438+16%$2.1M$2.4M+$333.5K2026-10-08
Burney Co/
INCREASED3,2462,161+1,085+50%$1.6M$2.4M+$809.8K2026-10-15
Chemistry Wealth Management LLC
DECREASED3,2463,428-182-5%$2.5M$2.4M-$122.9K2026-10-16
GHP Investment Advisors, Inc.
DECREASED3,2453,415-170-5%$2.5M$2.4M-$114.4K2026-10-15
KG Capital Management
INCREASED3,2073,035+172+6%$2.2M$2.4M+$136.9K2026-10-15
Lazari Capital Management, Inc.
DECREASED3,1693,217-48-1%$2.4M$2.3M-$24.6K2026-10-20
Concord Wealth Partners
DECREASED3,1623,374-212-6%$2.5M$2.3M-$145.2K2026-11-02
First Financial Group Corp
DECREASED3,1573,163-60%$2.3M$2.3M+$6.3K2026-10-22
Regent Peak Wealth Advisors LLC
DECREASED3,1293,166-37-1%$2.3M$2.3M-$16.7K2026-10-13
Wolff Financial Management LLC
UNCHANGED3,1263,12600%$2.3M$2.3M+$10.6K2026-10-23
KFA Private Wealth Group, LLC
DECREASED3,1153,169-54-2%$2.3M$2.3M-$29.2K2026-10-07
Rainier Family Wealth Inc
DECREASED3,1104,026-916-23%$3.0M$2.3M-$664.1K2026-11-02
Sagace Wealth Management LLC
DECREASED3,1013,249-148-5%$2.4M$2.3M-$98.5K2026-10-28
Indiana Trust & Investment Management Co
UNCHANGED3,1003,10000%$2.3M$2.3M+$10.4K2026-10-22
Chicago Capital, LLC
DECREASED3,0933,156-63-2%$2.3M$2.3M-$36.0K2026-10-13
Colorado Capital Management, Inc.
DECREASED3,0893,661-572-16%$2.7K$2.3K-$4112026-10-15
OxenFree Capital LLC
INCREASED3,0802,772+308+11%$2.0M$2.3M+$373.5K2026-10-07
Guyasuta Investment Advisors Inc
DECREASED3,0753,101-26-1%$2.3M$2.3M-$8.8K2026-10-15
Denver PWM, LLC
NEW3,073—+3,073——$2.3M—2026-10-22
Code Waechter LLC
INCREASED3,0612,785+276+10%$2.1M$2.3M+$213.6K2026-10-23
waypoint wealth counsel
DECREASED3,0433,046-30%$2.2M$2.3M+$8.3K2026-10-22
BridgePort Financial Solutions, LLC
INCREASED3,0342,206+828+38%$1.6M$2.2M+$620.4K2026-11-02
MKT Advisors LLC
DECREASED3,0343,082-48-2%$2.2M$2.3M+$81.2K2026-10-20
Convergence Financial, LLC
INCREASED3,0121,562+1,450+93%$1.2M$2.2M+$1.1M2026-10-27
Leo Wealth, LLC
NEW3,011—+3,011——$2.2M—2026-10-26
Frederick Financial Consultants, LLC
INCREASED2,9912,906+85+3%$2.1M$2.2M+$72.6K2026-10-29
Mezzasalma Advisors, LLC
DECREASED2,9883,121-133-4%$2.3M$2.2M-$88.4K2026-10-14
Aldebaran Financial Inc.
DECREASED2,9873,674-687-19%$2.7M$2.2M-$495.8K2026-11-06
True Private Wealth Advisors
INCREASED2,9802,819+161+6%$2.1M$2.2M+$128.9K2026-10-19
Quest 10 Wealth Builders, Inc.
INCREASED2,9772,963+14+0%$2.2M$2.2M+$14.5K2026-11-02
Grantvest Financial Group LLC
DECREASED2,9693,203-234-7%$2.4M$2.2M-$162.1K2026-10-21
Manchester Capital Management LLC
INCREASED2,9672,908+59+2%$2.1M$2.2M+$53.4K2026-10-22
Klingman & Associates, LLC
DECREASED2,9643,030-66-2%$2.2M$2.2M-$38.6K2026-10-20
Autumn Glory Partners, LLC
DECREASED2,9442,945-10%$2.2M$2.2M+$9.2K2026-10-26
Williams & Novak Wealth Management, LLC
DECREASED2,9363,176-240-8%$2.3M$2.2M-$166.7K2026-10-09
Lynx Investment Advisory
INCREASED2,9301,018+1,912+188%$750.0K$2.2M+$1.4M2026-10-27
Lake Hills Wealth Management, LLC
UNCHANGED2,9252,92500%$2.2M$2.2M+$10.2K2026-10-07
Insight Wealth Strategies, LLC
DECREASED2,9233,707-784-21%$2.7M$2.2M-$526.5K2026-10-09
Blueline Advisors LLC
INCREASED2,9192,805+114+4%$2.1M$2.2M+$92.9K2026-10-15
Kohmann Bosshard Financial Services, LLC
INCREASED2,9192,918+1+0%$2.1M$2.2M+$9.8K2026-11-04
Dana Investment Advisors, Inc.
DECREASED2,9092,947-38-1%$2.2M$2.2M-$18.2K2026-11-06
Wealth Architects, LLC
DECREASED2,9002,902-20%$2.1M$2.1M+$8.7K2026-11-03
Blackston Financial Advisory Group, LLC
DECREASED2,8802,934-54-2%$2.2M$2.1M-$30.5K2026-11-04
Rockwood Wealth Management, LLC
DECREASED2,8743,010-136-5%$2.2M$2.1M-$90.8K2026-10-27
TSG Advice Partners, LLC
NEW2,872—+2,872——$2.1M—2026-10-29
BKM Wealth Management, LLC
INCREASED2,8672,797+70+3%$2.1M$2.1M+$61.2K2026-10-22
ERn Financial, LLC
DECREASED2,8552,861-60%$2.1M$2.1M+$5.4K2026-10-28
John A. Wolfe & Associates, Inc.
DECREASED2,8412,973-132-4%$2.2M$2.1M-$87.3K2026-11-06
Solstein Capital, LLC
UNCHANGED2,8282,82800%$2.1M$2.1M+$9.5K2026-11-02
Foronjy Financial LLC
INCREASED2,8212,809+12+0%$2.1M$2.1M+$18.3K2026-10-14
Aspen Wealth Management LLC
INCREASED2,8201,470+1,350+92%$1.1M$2.1M+$1.0M2026-10-14
Wealth Effects LLC
INCREASED2,8092,784+25+1%$2.1M$2.1M+$27.9K2026-10-23
Tompkins Financial Corp
UNCHANGED2,8062,80600%$2.1M$2.1M+$9.5K2026-10-05
Nilsine Partners, LLC
DECREASED2,8043,042-238-8%$2.2M$2.1M-$165.8K2026-11-02
Quantum Private Wealth, LLC
UNCHANGED2,7922,79200%$2.1M$2.1M+$9.4K2026-10-20
Financial Synergies Wealth Advisors, Inc.
INCREASED2,7872,751+36+1%$2.0M$2.1M+$36.2K2026-10-16
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED2,7813,475-694-20%$2.6M$2.1M-$501.8K2026-10-14
Avalon Capital Management
DECREASED2,7792,868-89-3%$2.1M$2.1M-$56.2K2026-11-04
Tcfg Investment Advisors, LLC
INCREASED2,7582,757+1+0%$2.0M$2.0M+$10.0K2026-10-20
Zions Bancorporation, National Association
INCREASED2,7542,711+43+2%$2.0M$2.0M+$40.9K2026-11-06
RPG Investment Advisory, LLC
DECREASED2,7463,507-761-22%$2.6M$2.0M-$551.1K2026-10-21
SLT Holdings LLC
INCREASED2,7422,585+157+6%$1.9M$2.0M+$124.9K2026-10-15
Turtle Creek Wealth Advisors, LLC
UNCHANGED2,7392,73900%$2.0M$2.0M+$9.2K2026-10-15
Smart Wealth LLC
INCREASED2,7332,676+57+2%$2.0M$2.0M+$51.3K2026-11-04
Portside Wealth Group, LLC
DECREASED2,7325,121-2,389-47%$3.8M$2.0M-$1.7M2026-10-20
Comprehensive Financial Planning, Inc.
DECREASED2,7312,734-30%$2.0M$2.0M+$7.5K2026-10-27
Van Cleef Asset Management,Inc
UNCHANGED2,7192,71900%$2.0M$2.0M+$9.2K2026-10-20
SFG Wealth Management, Llc.
INCREASED2,7142,629+85+3%$1.9M$2.0M+$71.3K2026-10-23
Vista Capital Partners, Inc.
INCREASED2,7102,696+14+1%$2.0M$2.0M+$19.4K2026-11-06
Advisor OS, LLC
DECREASED2,7026,311-3,609-57%$4.6M$2.0M-$2.6M2026-11-03
Sage Capital Advisors,llc
INCREASED2,7012,652+49+2%$2.0M$2.0M+$45.8K2026-10-13
Park National Corp
INCREASED2,6932,580+113+4%$1.9M$2.0M+$92.3K2026-10-05
Orange Investment Advisors, Inc.
DECREASED2,6902,710-20-1%$2.0M$2.0M-$5.7K2026-10-23
Willner & Heller, LLC
DECREASED2,6822,731-49-2%$2.0M$2.0M-$27.0K2026-10-28
Grange Capital, LLC
INCREASED2,6782,565+113+4%$1.9M$2.0M+$92.4K2026-10-20
Redwood Financial Network Corp
DECREASED2,6742,991-317-11%$2.2M$2.0M-$224.5K2026-11-03
Tortoise Investment Management, LLC
UNCHANGED2,6742,67400%$2.0M$2.0M+$9.0K2026-11-06
Sanchez Wealth Management Group
DECREASED2,67245,967-43,295-94%$33.9M$2.0M-$31.9M2026-11-02
Total Wealth Planning & Management, Inc.
DECREASED2,6652,706-41-2%$2.0M$2.0M-$21.2K2026-10-23
Powers Advisory Group, LLC
INCREASED2,6642,560+104+4%$1.9M$2.0M+$85.6K2026-10-14
Shoker Investment Counsel, Inc.
INCREASED2,6602,658+2+0%$2.0M$2.0M+$10.9K2026-11-04
Eclectic Associates Inc
DECREASED2,6533,446-793-23%$2.5M$2.0M-$574.7K2026-10-09
Nemes Rush Group LLC
INCREASED2,6502,636+14+1%$1.9M$2.0M+$19.8K2026-11-04
Ledyard National Bank
DECREASED2,6452,817-172-6%$2.1M$2.0M-$117.7K2026-10-21
Wealthcare Capital Partners, LLC
INCREASED2,6442,596+48+2%$1.9M$2.0M+$43.9K2026-10-21
Michael J. Porro & Co. Financial Advisors, Inc.
INCREASED2,6442,641+3+0%$1.9M$2.0M+$11.3K2026-10-16
Raleigh Capital Management Inc.
INCREASED2,636140+2,496+1783%$102.8K$2.0M+$1.8M2026-10-28
Fragasso Financial Advisors Inc
INCREASED2,6332,109+524+25%$1.6M$2.0M+$425.1K2026-10-13
Strata Wealth Advisors, LLC
DECREASED2,6332,775-142-5%$2.0M$1.9M-$95.7K2026-10-16
Romano Brothers and Company
UNCHANGED2,6202,62000%$1.9M$1.9M+$8.9K2026-10-22
Strategic Advocates LLC
INCREASED2,6142,476+138+6%$1.8M$1.9M+$110.4K2026-11-03
Towne Trust Company, N.a
UNCHANGED2,6102,61000%$1.9M$1.9M+$8.8K2026-10-28
North Point Portfolio Managers Corp
INCREASED2,6082,587+21+1%$1.9M$1.9M+$26.2K2026-10-07
Towercrest Capital Management
INCREASED2,6082,588+20+1%$1.9M$1.9M+$23.4K2026-10-23
Alliance Wealth Management Group
INCREASED2,6082,588+20+1%$1.9M$1.9M+$23.4K2026-10-29
TigerOak Management, L.L.C.
DECREASED2,5942,605-110%$1.9M$1.9M+$6412026-10-23
Accretive Wealth Partners, LLC
UNCHANGED2,5932,59300%$1.9M$1.9M+$8.8K2026-11-06
Financial Planning Hawaii, Inc.
DECREASED2,5922,854-262-9%$2.1M$1.9M-$184.2K2026-10-13
MPS Loria Financial Planners, LLC
INCREASED2,5892,518+71+3%$1.9M$1.9M+$60.8K2026-10-14
Carrera Capital Advisors
DECREASED2,5882,655-67-3%$2.0M$1.9M-$40.4K2026-11-03
Cahaba Wealth Management, Inc.
DECREASED2,5822,604-22-1%$1.9M$1.9M-$7.7K2026-10-26
Fairman Group, LLC
UNCHANGED2,5742,57400%$1.9M$1.9M+$8.5K2026-10-26
Blue Fin Capital, Inc.
DECREASED2,5722,574-20%$1.9M$1.9M+$7.2K2026-10-28
Central Valley Advisors, LLC
DECREASED2,5692,968-399-13%$2.2M$1.9M-$285.2K2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED2,5692,56900%$1.9M$1.9M+$8.7K2026-10-23
Left Brain Wealth Management, LLC
DECREASED2,5672,638-71-3%$1.9M$1.9M-$43.6K2026-10-28
Bochk Asset Management Ltd
INCREASED2,560195+2,365+1213%$143.6K$1.9M+$1.8M2026-10-29
Rhodes Investment Advisors Inc
DECREASED2,5453,085-540-17%$2.3M$1.9M-$389.1K2026-10-07
Hoffman, Alan N Investment Management
INCREASED2,5421,306+1,236+95%$961.7K$1.9M+$918.8K2026-10-28
Cambridge Advisors Inc.
DECREASED2,5402,633-93-4%$1.9M$1.9M-$59.9K2026-10-19
Baron Wealth Management LLC
UNCHANGED2,5382,53800%$1.9M$1.9M+$8.6K2026-10-27
Kachkovsky & Fisher, Inc.
INCREASED2,5352,534+1+0%$1.9M$1.9M+$9.8K2026-10-21
Chesley Taft & Associates LLC
DECREASED2,5332,654-121-5%$2.0M$1.9M-$80.6K2026-10-13
Congress Park Capital LLC
DECREASED2,5192,591-72-3%$1.9M$1.9M-$44.5K2026-10-13
Burton Enright Welch
INCREASED2,518604+1,914+317%$444.4K$1.9M+$1.4M2026-11-04
Stevens Capital Partners
INCREASED2,5061,137+1,369+120%$837.0K$1.9M+$1.0M2026-10-29
Riverwater Partners LLC
NEW2,500—+2,500——$1.8M—2026-11-03
Taylor Financial Group, Inc.
DECREASED2,4982,542-44-2%$1.9M$1.8M-$24.0K2026-11-02
Veracity Capital LLC
INCREASED2,4932,398+95+4%$1.8M$1.8M+$78.7K2026-10-08
Grant Private Wealth Management Inc
DECREASED2,4922,551-59-2%$1.9M$1.8M-$35.1K2026-10-19
Great Lakes Retirement, Inc.
DECREASED2,4862,501-15-1%$1.8M$1.8M-$5182026-10-26
Wealth Analytics Partners, LLC
DECREASED2,4842,523-39-2%$1.8M$1.8M+$21.8K2026-10-19
Tred Avon Family Wealth, LLC
INCREASED2,4831,982+501+25%$1.5M$1.8M+$377.4K2026-10-20
Beacon Investment Advisory Services, Inc.
UNCHANGED2,4742,47400%$1.8M$1.8M+$8.4K2026-10-13
Bayban
UNCHANGED2,4722,47200%$1.8M$1.8M$02026-11-05
Serenity Investment Advisors
INCREASED2,4662,349+117+5%$1.7M$1.8M+$148.8K2026-10-30
Ipswich Investment Management Co., Inc.
DECREASED2,4642,764-300-11%$2.0M$1.8M-$212.6K2026-10-13
Jeppson Wealth Management, LLC
INCREASED2,4622,433+29+1%$1.8M$1.8M+$29.3K2026-10-20
Sentinel Pension Advisors, LLC
INCREASED2,4602,447+13+1%$1.7M$1.8M+$118.4K2026-11-02
Elevatus Welath Management
INCREASED2,4552,352+103+4%$1.7M$1.8M+$84.1K2026-10-19
Prevail Innovative Wealth Advisors, LLC
INCREASED2,4522,304+148+6%$1.7M$1.9M+$161.3K2026-10-20
Pathway Financial Advisers, LLC
INCREASED2,4482,279+169+7%$1.7M$1.8M+$132.8K2026-10-27
Key FInancial Inc
DECREASED2,4462,544-98-4%$1.9M$1.8M-$63.8K2026-11-02
Portfolio Resources Advisor Group, Inc.
INCREASED2,4361,621+815+50%$1.2M$1.8M+$608.9K2026-10-20
RD Finance Ltd
NEW2,435—+2,435——$1.8K—2026-10-26
Midland Wealth Advisors, LLC
DECREASED2,4222,835-413-15%$2.1M$1.8M-$296.0K2026-10-26
Cherry Creek Investment Advisors, Inc.
DECREASED2,4202,450-30-1%$1.8M$1.8M-$13.5K2026-10-14
Gaddis Premier Wealth Advisors LLC
DECREASED2,4192,482-63-3%$1.8M$1.8M-$37.8K2026-10-29
Allegheny Financial Group
INCREASED2,4072,088+319+15%$1.5M$1.8M+$242.6K2026-11-05
Manchester Financial Inc
DECREASED2,3952,417-22-1%$1.8M$1.8M-$8.1K2026-10-15
Precedent Wealth Partners, LLC
INCREASED2,3901,274+1,116+88%$938.2K$1.8M+$829.9K2026-10-21
Means Investment Co., Inc.
INCREASED2,3832,380+3+0%$1.8M$1.8M+$9.7K2026-11-03
Koenig Investment Advisory, LLC
INCREASED2,3812,328+53+2%$1.7M$1.8M+$46.7K2026-10-09
S.A. Mason LLC
DECREASED2,3642,375-110%$1.7M$1.7M-$1342026-10-13
Pacific Asset Management, LLC
INCREASED2,3622,360+2+0%$1.7M$1.7M+$9.7K2026-10-15
FWG Investments, Llc.
INCREASED2,3611,871+490+26%$1.4M$1.7M+$368.7K2026-11-03
Quantum Financial Advisors, LLC
DECREASED2,3532,501-148-6%$1.8M$1.7M-$101.2K2026-11-03
Wolff Wiese Magana LLC
DECREASED2,3482,350-20%$1.7M$1.7M+$6.0K2026-10-15
Halbert Hargrove Global Advisors, LLC
DECREASED2,3432,563-220-9%$1.9M$1.7M-$154.1K2026-10-16
Acorn Wealth Advisors, LLC
INCREASED2,3432,313+30+1%$1.7M$1.7M+$30.0K2026-10-19
Tctc Holdings, LLC
DECREASED2,3412,377-36-2%$1.8M$1.7M-$18.6K2026-11-02
Sterling Investment Counsel, LLC
INCREASED2,3362,230+106+5%$1.6M$1.7M+$85.9K2026-10-19
Aaron Wealth Advisors LLC
UNCHANGED2,3342,33400%$1.7M$1.7M+$7.9K2026-10-13
Community Bank, N.A.
INCREASED2,3232,313+10+0%$1.7M$1.7M+$15.2K2026-11-06
Heck Capital Advisors, LLC
INCREASED2,3152,250+65+3%$1.7M$1.7M+$55.5K2026-10-14
Appleton Partners Inc
UNCHANGED2,3152,31500%$1.7M$1.7M+$8.0K2026-10-30
Westhampton Capital, LLC
DECREASED2,3103,689-1,379-37%$2.7M$1.7M-$1.0M2026-10-30
Pinnacle Financial Group, LLC / IL
INCREASED2,3102,253+57+3%$1.7M$1.7M+$49.5K2026-10-29
Wealth Dimensions Group, Ltd.
INCREASED2,3032,260+43+2%$1.7M$1.7M+$39.6K2026-11-02
Leading Edge Financial Planning LLC
DECREASED2,3032,315-12-1%$1.7M$1.7M-$1.1K2026-10-23
Aspen Investment Management Inc
DECREASED2,2912,424-133-5%$1.8K$1.7M+$1.7M2026-11-05
Almanack Investment Partners, Llc.
DECREASED2,2853,742-1,457-39%$2.8M$1.7M-$1.1M2026-11-03
AM Investment Strategies LLC
INCREASED2,2812,225+56+3%$1.6K$1.7M+$1.7M2026-11-05
Richardson Capital Management LLC
UNCHANGED2,2732,27300%$1.7M$1.7M+$7.7K2026-10-23
Capital Wealth Management, LLC
INCREASED2,2721,656+616+37%$1.2M$1.7M+$461.3K2026-10-27
KFG Wealth Management, LLC
DECREASED2,2712,351-80-3%$1.7M$1.7M-$51.2K2026-10-16
BNC Wealth Management, LLC
DECREASED2,2702,290-20-1%$1.7M$1.7M-$7.8K2026-10-19
Wespac Advisors, LLC
DECREASED2,2672,598-331-13%$1.9M$1.7M-$236.5K2026-10-26
Briaud Financial Planning Inc
DECREASED2,2652,633-368-14%$1.9M$1.7M-$263.7K2026-10-20
CDM Financial Counseling Services, Inc.
DECREASED2,2602,300-40-2%$1.7M$1.7M-$21.8K2026-10-15
Catalyst Private Wealth, LLC
UNCHANGED2,2602,26000%$1.7M$1.7M+$7.7K2026-10-13
JGP Wealth Management, LLC
INCREASED2,2482,185+63+3%$1.6M$1.7M+$54.1K2026-10-13
Discipline Wealth Solutions, LLC
INCREASED2,2472,232+15+1%$1.6M$1.7M+$18.6K2026-10-14
Walkner Condon Financial Advisors LLC
INCREASED2,2472,236+11+0%$1.6M$1.7M+$15.6K2026-11-02
Bath Savings Trust Co
INCREASED2,2451,851+394+21%$1.4M$1.7M+$297.7K2026-10-07
San Luis Wealth Advisors LLC
DECREASED2,2372,324-87-4%$1.7M$1.7M-$56.2K2026-10-27
PDS Planning, Inc
INCREASED2,2352,206+29+1%$1.6M$1.7M+$29.3K2026-11-03
Summa Corp.
INCREASED2,2291,943+286+15%$1.4M$1.6M+$218.1K2026-10-30
Virtue Asset Management LLC
INCREASED2,2292,118+111+5%$1.6M$1.6M+$89.3K2026-10-21
Tortuga Wealth Management, Inc
DECREASED2,2182,327-109-5%$1.7M$1.6M-$72.6K2026-10-27
Millennium Capital Advisors, LLC
INCREASED2,2182,217+1+0%$1.6M$1.6M+$7.5K2026-10-16
First Premier Bank
DECREASED2,2152,235-20-1%$1.6K$1.6K-$82026-10-13
Ullmann Wealth Partners Group, LLC
DECREASED2,2092,366-157-7%$1.7M$1.6M-$107.8K2026-11-02
Stewardship Advisors, LLC
DECREASED2,2072,384-177-7%$1.8M$1.6M-$122.9K2026-10-20
Todd Wealth Management, LLC
DECREASED2,1962,223-27-1%$1.6M$1.6M-$12.5K2026-10-19
Diversified Investment Strategies, LLC
UNCHANGED2,1942,19400%$1.6M$1.6M+$7.4K2026-10-28
Bill Few Associates, Inc.
DECREASED2,1902,265-75-3%$1.7M$1.6M-$47.8K2026-10-09
Boyum Wealth Architects LLC
DECREASED2,1792,251-72-3%$1.6M$1.6M+$31.2K2026-10-06
Navigation Group, LLC
DECREASED2,1772,181-40%$1.6M$1.6M+$4.4K2026-10-28
Landmark Wealth Management, LLC
DECREASED2,1762,181-50%$1.6M$1.6M+$3.2K2026-11-03
Lynch Investment Planning, LLC
DECREASED2,1672,408-241-10%$1.8M$1.6M-$168.1K2026-10-27
Ares Financial Consulting, LLC
INCREASED2,1672,158+9+0%$1.6M$1.6M+$14.2K2026-10-19
Univest Financial Corp
DECREASED2,1562,605-449-17%$1.9M$1.6M-$323.4K2026-11-05
First Financial Corp
UNCHANGED2,1542,15400%$1.6M$1.6M+$7.3K2026-10-13
PUREfi Wealth, LLC
INCREASED2,1441,325+819+62%$975.4K$1.6M+$610.3K2026-10-19
Mascagni Wealth Management, Inc.
INCREASED2,1372,136+1+0%$1.6M$1.6M+$8.4K2026-10-23
Bennett Selby Investments LP
INCREASED2,1291,934+195+10%$1.4M$1.6M+$151.0K2026-10-19
Good Harbor Advisors, Inc.
INCREASED2,1252,016+109+5%$1.5M$1.6M+$86.1K2026-10-20
180 Wealth Advisors, LLC
DECREASED2,1122,113-10%$1.6M$1.6M+$6.8K2026-11-03
Seelaus Asset Management LLC
DECREASED2,1022,186-84-4%$1.6M$1.5M-$109.5K2026-10-14
Hengehold Capital Management LLC
INCREASED2,1002,069+31+2%$1.5M$1.6M+$30.0K2026-10-16
Colonial River Investments, LLC
DECREASED2,0952,402-307-13%$1.8M$1.5M-$219.0K2026-10-19
Bfsg, LLC
DECREASED2,0952,107-12-1%$1.6M$1.6M-$1.8K2026-10-30
Heritage Wealth Management, Inc.
DECREASED2,0922,299-207-9%$1.7M$1.5M-$145.4K2026-10-27
Advocate Investing Services LLC
DECREASED2,0922,293-201-9%$1.7M$1.5M-$140.8K2026-10-26
Kingdom Financial Group Llc.
DECREASED2,0892,229-140-6%$1.6M$1.5M-$95.9K2026-11-04
Werba Rubin Papier Wealth Management
INCREASED2,0892,046+43+2%$1.5M$1.5M+$38.8K2026-11-06
Family Investment Center, Inc.
DECREASED2,0872,666-579-22%$2.0M$1.5M-$419.1K2026-10-19
Condor Capital Management
DECREASED2,0852,086-10%$1.5M$1.5M+$6.4K2026-11-06
Murphy, Middleton, Hinkle & Parker, Inc.
DECREASED2,0812,103-22-1%$1.5M$1.5M-$9.0K2026-10-15
Triglav Investments, D.O.O.
UNCHANGED2,0772,07700%$1.5M$1.5M+$7.0K2026-11-06
Ables, Iannone, Moore & Associates, Inc.
INCREASED2,0762,034+42+2%$1.5M$1.5M+$37.9K2026-10-06
NewCorp Financial Services, Inc.
NEW2,074—+2,074——$1.5M—2026-10-14
D.B. Root & Company, LLC
DECREASED2,0742,124-50-2%$1.6M$1.5M-$30.1K2026-11-04
One Way Holdings LLC
INCREASED2,0631,696+367+22%$1.2M$1.5M+$277.2K2026-10-29
Focused Alpha, LLC
DECREASED2,0632,191-128-6%$1.6M$1.5M-$87.8K2026-10-20
PMG Family Office LLC
INCREASED2,0551,989+66+3%$1.5M$1.5M+$57.1K2026-10-19
Clearwater Capital Advisors, LLC
INCREASED2,0512,037+14+1%$1.5M$1.5M+$17.2K2026-11-06
Walled Lake Planning & Wealth Management, LLC
INCREASED2,0451,843+202+11%$1.4M$1.5M+$155.6K2026-10-29
Formidable Asset Management, LLC
DECREASED2,0442,068-24-1%$1.2M$1.5M+$311.6K2026-11-03
Hobart Private Capital, LLC
DECREASED2,0432,126-83-4%$1.6M$1.5M-$54.2K2026-10-19
4Wealth Advisors, Inc.
INCREASED2,0431,979+64+3%$1.4M$1.5M+$75.1K2026-10-13
Evolution Wealth Management Inc.
INCREASED2,0411,515+526+35%$1.1M$1.5M+$394.1K2026-10-28
Argentarii, LLC
DECREASED2,0382,053-15-1%$1.5M$1.5M+$32.8K2026-10-28
Clarus Group, Inc.
DECREASED2,0382,044-60%$1.5M$1.5M+$2.5K2026-10-21
Darden Wealth Group Inc
INCREASED2,0331,999+34+2%$1.5M$1.5M+$32.9K2026-11-06
Sulzberger Capital Advisors, Inc.
DECREASED2,0322,065-33-2%$1.5M$1.5M-$17.5K2026-10-20
Merrion Investment Management Co, LLC
DECREASED2,0302,035-50%$1.5M$1.5M+$3.2K2026-10-16
Ndwm LLC
DECREASED2,0262,055-29-1%$1.5M$1.5M-$14.5K2026-11-05
55 North Private Wealth, LLC
INCREASED2,0231,790+233+13%$1.3M$1.5M+$178.2K2026-10-20
Beacon Bank & Trust
DECREASED2,0222,242-220-10%$1.7M$1.5M-$155.2K2026-10-27
Elevation Wealth Management LLC
DECREASED2,0182,291-273-12%$1.7M$1.5M-$194.3K2026-11-02
Henderson Brothers Financial Partners, LLC
UNCHANGED2,0102,01000%$1.5M$1.5M+$6.8K2026-11-03
Nvwm, LLC
INCREASED2,0051,588+417+26%$1.2M$1.5M+$313.8K2026-10-14
Sincerus Advisory, LLC
INCREASED2,0052,002+3+0%$1.5M$1.5M+$9.2K2026-10-09
Encompass More Asset Management
DECREASED2,00446,946-44,942-96%$34.6M$1.5M-$33.1M2026-10-16
Wilkins Miller Wealth Management, LLC
DECREASED2,0022,295-293-13%$1.7M$1.5M-$209.2K2026-10-13
Index Fund Advisors, Inc.
DECREASED1,9992,019-20-1%$1.5M$1.5M-$8.3K2026-11-05
Inspirion Wealth Advisors, LLC
INCREASED1,9961,945+51+3%$1.4M$1.5M+$66.0K2026-10-09
Arlington Trust Co LLC
INCREASED1,9831,668+315+19%$1.2M$1.5M+$238.6K2026-10-20
ICW Investment Advisors LLC
DECREASED1,9811,985-40%$1.5M$1.5M+$4.2K2026-10-27
James Investment Research, Inc.
DECREASED1,9791,989-100%$1.5M$1.5M-$9172026-10-22
Great Diamond Partners, LLC
DECREASED1,9782,168-190-9%$1.6M$1.5M-$133.3K2026-10-13
Compass Ion Advisors, LLC
INCREASED1,9711,953+18+1%$1.4M$1.5M+$20.3K2026-10-23
AGF Management LTD
DECREASED1,9694,799-2,830-59%$3.5M$1.5M-$2.1M2026-11-03
Heartwood Wealth Advisors LLC
INCREASED1,9521,938+14+1%$1.4M$1.4M+$16.9K2026-10-05
United Community Bank
DECREASED1,9472,032-85-4%$1.5M$1.4M-$56.0K2026-10-28
Peoples Bank
INCREASED1,9471,927+20+1%$1.4M$1.4M+$21.3K2026-10-26
Horst & Graben Wealth Management LLC
INCREASED1,9381,935+3+0%$1.4M$1.4M+$30.2K2026-11-02
Rockland Trust Co
INCREASED1,9351,834+101+6%$1.4M$1.4M+$80.9K2026-10-05
Revisor Wealth Management LLC
INCREASED1,9321,875+57+3%$1.4M$1.4M+$8632026-10-20
Mascoma Wealth Management LLC
DECREASED1,9291,987-58-3%$1.5M$1.4M-$36.2K2026-10-23
Centurion Wealth Management LLC
INCREASED1,9211,517+404+27%$1.1M$1.4M+$304.1K2026-10-13
Correct Capital Wealth Management
UNCHANGED1,9161,91600%$1.4M$1.4M+$6.5K2026-11-02
Guidance Point Advisors, LLC
INCREASED1,9141,875+39+2%$1.4M$1.4M+$35.8K2026-10-15
Align Financial, LLC
DECREASED1,9062,006-100-5%$1.5M$1.4M-$67.2K2026-10-16
StoneCrest Wealth Management, Inc.
DECREASED1,9021,977-75-4%$1.5M$1.4M-$48.8K2026-11-03
Washington Trust Co
UNCHANGED1,9021,90200%$1.4M$1.4M+$6.4K2026-10-22
Third View Private Wealth, LLC
INCREASED1,8771,862+15+1%$1.4M$1.4M+$17.6K2026-10-30
McHugh Group, LLC
UNCHANGED1,8771,87700%$1.4M$1.4M+$6.5K2026-10-19
Brown, Lisle Ings, Inc.
INCREASED1,8661,801+65+4%$1.3M$1.4M+$54.2K2026-10-16
Clifford Swan Investment Counsel LLC
DECREASED1,8601,939-79-4%$1.4M$1.4M-$51.9K2026-11-05
Fell Capital Management
DECREASED1,8591,990-131-7%$1.5M$1.4M-$90.2K2026-10-09
Brown Wealth Management, LLC
DECREASED1,8512,368-517-22%$1.7M$1.4M-$374.5K2026-10-20
August Group Capital Ltd
UNCHANGED1,8501,85000%$1.4M$1.4M+$6.2K2026-10-14
Lighthouse Financial Services Inc
INCREASED1,8481,729+119+7%$1.3M$1.4M+$113.2K2026-11-02
Catalyst Financial Partners LLC
INCREASED1,8471,697+150+9%$1.2M$1.4M+$117.1K2026-11-06
Columbus Macro, LLC
INCREASED1,8461,510+336+22%$1.1M$1.4M+$253.7K2026-10-14
Firestone Capital Management
DECREASED1,8461,861-15-1%$1.4M$1.4M-$4.4K2026-11-03
Violich Capital Management, Inc.
INCREASED1,8371,831+6+0%$1.3M$1.4M+$10.6K2026-10-05
LifeGoal Investments, LLC
INCREASED1,8361,012+824+81%$745.5K$1.4M+$612.8K2026-10-09
Morey & Quinn Wealth Partners, LLC
INCREASED1,8351,485+350+24%$1.1M$1.4M+$264.0K2026-10-28
Dixon Fnancial Services, Inc.
INCREASED1,834834+1,000+120%$614.2K$1.4M+$742.6K2026-10-23
ARS Wealth Advisors Group, LLC
INCREASED1,8281,744+84+5%$1.3M$1.4M+$67.9K2026-10-16
Elevate Capital Advisors, LLC
NEW1,824—+1,824——$1.3M—2026-11-02
Members Wealth LLC
INCREASED1,8221,794+28+2%$1.3M$1.4M+$59.6K2026-10-20
WoodTrust Financial Corp
DECREASED1,8191,917-98-5%$1.4M$1.3K-$1.4M2026-10-09
Harbor Group, Inc.
DECREASED1,8122,045-233-11%$1.5M$1.3M-$165.7K2026-10-14
Nautilus Advisors LLC
INCREASED1,8121,722+90+5%$1.2M$1.3M+$91.1K2026-10-07
Paragon Advisors, LLC
DECREASED1,8112,340-529-23%$1.7M$1.3M-$382.9K2026-11-03
One Degree Advisors Inc
DECREASED1,8102,654-844-32%$1.9K$1.4M+$1.4M2026-11-06
Collaborative Wealth Managment Inc.
INCREASED1,8101,787+23+1%$1.3M$1.3M+$23.0K2026-11-06
Client 1ST Advisory Group, LLC
INCREASED1,8081,802+6+0%$1.3M$1.3M+$10.6K2026-10-19
Archvest Wealth Advisors, Inc.
DECREASED1,8071,902-95-5%$1.4M$1.3M-$63.6K2026-10-29
Curated Wealth Partners LLC
INCREASED1,8031,794+9+1%$1.3M$1.3M+$12.7K2026-10-15
Leeward Financial Partners, LLC
DECREASED1,8001,886-86-5%$1.4M$1.3M-$57.2K2026-10-23
Country Trust Bank
UNCHANGED1,7971,79700%$1.3M$1.3M+$6.1K2026-10-30
Agate Pass Investment Management, LLC
INCREASED1,7961,296+500+39%$954.5K$1.3M+$374.3K2026-10-20
AmeriServ Wealth Advisors
DECREASED1,7932,315-522-23%$1.7M$1.3M-$378.4K2026-10-21
ATX Financial Planning, LLC
INCREASED1,7811,620+161+10%$1.2M$1.3M+$124.6K2026-10-14
Ridgepath Capital Management LLC
INCREASED1,7791,681+98+6%$1.2M$1.3M+$78.2K2026-10-29
Thrive Wealth Management, LLC
INCREASED1,7781,574+204+13%$1.2M$1.3M+$156.3K2026-10-13
Palacios Wealth Management, LLC
INCREASED1,7771,692+85+5%$1.2M$1.3M+$68.6K2026-11-04
Gen-Wealth Partners Inc
INCREASED1,7771,770+7+0%$1.3M$1.3M+$11.3K2026-11-04
SC&H Financial Advisors, Inc.
DECREASED1,7761,847-71-4%$1.4M$1.3M-$46.2K2026-10-14
Jackson Square Capital, LLC
INCREASED1,7761,753+23+1%$1.3M$1.3M+$22.6K2026-10-19
City Center Advisors, LLC
INCREASED1,7741,761+13+1%$1.3M$1.3M+$15.4K2026-10-08
Sonata Capital Group Inc
DECREASED1,7731,928-155-8%$1.4M$1.3M-$108.1K2026-10-19
Mogy Joel R Investment Counsel Inc
UNCHANGED1,7711,77100%$1.3M$1.3M+$6.0K2026-10-13
ZWJ Investment Counsel Inc
INCREASED1,7691,471+298+20%$1.1M$1.3M+$225.4K2026-10-15
Everest Financial Group LLC
INCREASED1,7581,403+355+25%$1.0M$1.3M+$267.7K2026-11-06
Greenspring Advisors, LLC
DECREASED1,7541,776-22-1%$1.3M$1.3M-$10.6K2026-11-05
Tanager Wealth Management LLP
DECREASED1,7501,855-105-6%$1.4M$1.3M-$71.4K2026-10-19
Elmwood Wealth Management, Inc.
INCREASED1,7381,058+680+64%$778.9K$1.3M+$506.9K2026-10-14
Marquette Asset Management, LLC
INCREASED1,7281,493+235+16%$1.1M$1.3M+$178.9K2026-10-09
Chilton Capital Management LLC
DECREASED1,7211,846-125-7%$1.4M$1.3M-$86.2K2026-10-28
Rockingstone Advisors LLC
INCREASED1,7211,714+7+0%$1.3M$1.3M+$11.0K2026-10-16
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED1,7061,698+8+0%$1.3M$1.3M+$11.6K2026-11-03
Sherman Wealth Management LLC
INCREASED1,7021,688+14+1%$1.2M$1.3M+$16.0K2026-10-16
Larry Mathis Financial Planning, LLC
DECREASED1,6948,523-6,829-80%$6.3M$1.3M-$5.0M2026-10-26
Elite Wealth Management, Inc.
INCREASED1,6941,334+360+27%$982.2K$1.3M+$271.3K2026-11-03
Gibbs Wealth Management
DECREASED1,6842,140-456-21%$1.6M$1.2M-$329.9K2026-10-22
Beacon Financial Advisory LLC
DECREASED1,6752,015-340-17%$1.5M$1.2M-$244.9K2026-10-16
Centerline Wealth Advisors, LLC
DECREASED1,6731,736-63-4%$1.3M$1.2M-$40.8K2026-10-15
RM Financial Services, LLC
INCREASED1,6631,612+51+3%$1.2M$1.2M+$42.9K2026-11-03
Baxter Bros Inc
DECREASED1,6581,726-68-4%$1.3M$1.2M-$44.5K2026-11-04
Guardian Asset Advisors, LLC
DECREASED1,6561,666-10-1%$1.2M$1.2M-$8072026-10-16
Ipsen Advisor Group LLC
DECREASED1,6552,086-431-21%$1.5M$1.2M-$312.0K2026-10-29
Wetzel Investment Advisors, Inc.
UNCHANGED1,6551,65500%$1.2M$1.2M+$5.5K2026-10-13
Godsey & Gibb, Inc
DECREASED1,6541,677-23-1%$1.2M$1.2M-$11.4K2026-10-14
Northwest Wealth Advisors, LLC
INCREASED1,6511,580+71+4%$1.2M$1.2M+$57.7K2026-11-02
Carret Asset Management, LLC
UNCHANGED1,6491,64900%$1.2M$1.2M+$5.6K2026-11-04
Ascent Group, LLC
DECREASED1,6481,682-34-2%$1.2M$1.2M-$19.3K2026-10-30
Wespac Advisors SoCal, LLC
INCREASED1,6471,620+27+2%$1.2M$1.2M+$25.4K2026-10-13
William Howard & Co Financial Advisors Inc
DECREASED1,6471,662-15-1%$1.2M$1.2M-$5.7K2026-11-04
Obsidian CIO, LLC
INCREASED1,646425+1,221+287%$313.2K$1.2M+$904.8K2026-11-05
Milestones Private Investment Advisors LLC
DECREASED1,6461,654-80%$1.2M$1.2M-$3452026-10-19
Marshall & Sterling Wealth Advisors Inc.
INCREASED1,6451,583+62+4%$1.2M$1.2M+$50.9K2026-10-28
MinichMacGregor Wealth Management, LLC
DECREASED1,6261,632-60%$1.2M$1.2M+$1.1K2026-10-14
Deltec Asset Management LLC
UNCHANGED1,6261,62600%$1.2M$1.2M+$5.5K2026-10-26
Natural Investments, LLC
UNCHANGED1,6211,62100%$1.2M$1.2M+$6.4K2026-11-06
Maia Wealth LLC
INCREASED1,6181,617+1+0%$1.2M$1.2M+$6.0K2026-10-19
Maple Capital Management, Inc.
DECREASED1,6161,845-229-12%$1.4M$1.2M-$163.2K2026-11-02
IFC & Insurance Marketing, Inc.
INCREASED1,6161,438+178+12%$1.1M$1.2M+$136.4K2026-10-16
Schneider Downs Wealth Management Advisors, LP
DECREASED1,6121,636-24-1%$1.2M$1.2M-$12.4K2026-10-27
Waterfront Wealth Inc.
DECREASED1,6101,617-70%$1.2M$1.2M-$18.1K2026-11-03
Investment Management Corp
INCREASED1,5961,557+39+3%$1.1M$1.2M+$34.2K2026-11-03
Griffith & Werner, Inc.
NEW1,591—+1,591——$1.2M—2026-11-04
Princeton Global Asset Management LLC
DECREASED1,5901,659-69-4%$1.2M$1.2M-$45.4K2026-10-21
MFG Investments, LLC
NEW1,589—+1,589——$1.2M—2026-10-30
Center for Financial Planning, Inc.
DECREASED1,5891,786-197-11%$1.3M$1.2M-$139.7K2026-10-26
Mountain Capital Investment Advisors Inc.
INCREASED1,5841,322+262+20%$973.7K$1.2M+$198.0K2026-11-06
Global Strategic Investment Solutions, LLC
UNCHANGED1,5831,58300%$1.2M$1.2M+$5.3K2026-10-16
Rossby Financial, LCC
INCREASED1,580340+1,240+365%$250.4K$1.2M+$918.5K2026-11-05
Wealth Alliance Advisory Group, LLC
INCREASED1,5731,483+90+6%$1.1M$1.2M+$72.1K2026-10-14
Sprinkle Financial Consultants LLC
INCREASED1,5721,566+6+0%$1.2M$1.2M+$9.5K2026-10-09
United Bank
INCREASED1,5621,457+105+7%$1.1M$1.2M+$82.6K2026-11-06
C2c Wealth Management, LLC
DECREASED1,5601,569-9-1%$1.2M$1.2M-$1.3K2026-10-20
Liberty Capital Management, Inc.
UNCHANGED1,5551,55500%$1.1M$1.2M+$5.3K2026-11-02
Cane Capital Partners, LLC
INCREASED1,5531,434+119+8%$1.1M$1.1M+$92.9K2026-10-23
Market Street Wealth Management Advisors LLC
INCREASED1,549301+1,248+415%$221.6K$1.1M+$923.9K2026-10-09
Freedom Financial Partners LLC
DECREASED1,5481,589-41-3%$1.2M$1.1M-$25.4K2026-10-19
Pacific Wealth Strategies Group, Inc.
INCREASED1,5441,312+232+18%$966.2K$1.1M+$176.0K2026-11-02
Sicart Associates LLC
NEW1,539—+1,539——$1.1M—2026-10-29
Emerald Advisors, LLC
DECREASED1,5281,598-70-4%$1.2M$1.1M-$46.4K2026-10-13
Shrier Wealth Management, LLC
DECREASED1,5281,569-41-3%$1.2M$1.1M-$25.0K2026-10-20
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,5281,52800%$1.1M$1.1M+$6.2K2026-10-30
RHS Financial, LLC
UNCHANGED1,5261,52600%$1.1M$1.1M+$5.1K2026-10-13
Strategic Advisory Partners, LLC
DECREASED1,5181,697-179-11%$1.2M$1.1M-$126.7K2026-11-06
Spectrum Advisors, Inc.
INCREASED1,5161,509+7+0%$1.1M$1.1M+$10.3K2026-11-03
Waller Financial Planning Group, Inc
DECREASED1,5161,518-20%$1.1M$1.1M+$3.6K2026-10-07
Monetary Solutions, Ltd
UNCHANGED1,5151,51500%$1.1M$1.1M+$5.1K2026-10-22
NBT Bank, N.A.
INCREASED1,5111,510+1+0%$1.1M$1.1M+$5.8K2026-10-21
M.E. Allison & Co., Inc.
DECREASED1,5091,743-234-13%$1.3M$1.1M-$167.3K2026-10-09
Scott & Selber, Inc.
UNCHANGED1,5081,50800%$1.1M$1.1M+$5.1K2026-10-21
Montis Financial, LLC
DECREASED1,5031,507-40%$1.1M$1.1M+$2.1K2026-11-04
Jnba Financial Advisors
DECREASED1,4981,611-113-7%$1.2M$1.1M-$78.2K2026-11-03
Tilia Fiduciary Partners, Inc.
DECREASED1,4971,498-10%$1.1M$1.1M+$4.8K2026-10-09
Matrix Asset Advisors Inc
INCREASED1,4931,491+2+0%$1.1M$1.1M+$7.0K2026-10-13
SmartHarvest Portfolios, LLC
DECREASED1,4921,686-194-12%$1.2M$1.1M-$137.8K2026-10-26
Aire Advisors, LLC
DECREASED1,4911,523-32-2%$1.1M$1.1M-$18.8K2026-10-22
Oak Barrel Wealth Advisory LLC
UNCHANGED1,4891,48900%$1.1M$1.1M+$5.5K2026-11-05
Cornerstone Planning, LLC
NEW1,488—+1,488——$1.1M—2026-10-27
Able Financial Group, LLC
INCREASED1,4881,414+74+5%$1.0M$1.1M+$59.5K2026-10-14
LS Investment Advisors, LLC
UNCHANGED1,4871,48700%$1.1M$1.1M+$5.3K2026-10-13
Total Investment Management Inc
INCREASED1,4851,354+131+10%$931.7K$1.1M+$166.5K2026-10-22
PFS Partners, LLC
DECREASED1,4821,564-82-5%$1.2M$1.1M-$55.8K2026-10-21
American Institute for Advanced Investment Management, LLP
INCREASED1,4781,341+137+10%$987.5K$1.1M+$105.9K2026-11-03
Verum Partners LLC
INCREASED1,4781,477+1+0%$1.1M$1.1M+$5.7K2026-10-21
Eastover Investment Advisors LLC
UNCHANGED1,4751,47500%$1.1M$1.1M+$5.0K2026-10-05
Excalibur Management Corp
DECREASED1,4741,510-36-2%$1.1M$1.1M-$21.5K2026-11-02
OceanIQ Capital, LLC
INCREASED1,4671,249+218+17%$897.5K$1.1M+$193.0K2026-10-19
Rudd Co d/b/a Styre Wealth
NEW1,465—+1,465——$1.1M—2026-10-29
Asio Capital, LLC
INCREASED1,464397+1,067+269%$292.4K$1.1M+$790.7K2026-10-19
Bullock Wealth Management Group
DECREASED1,4641,465-10%$1.1M$1.1M+$23.5K2026-10-09
KW Wealth Management LLC
NEW1,460—+1,460——$1.1M—2026-10-28
Parkway Wealth Management Group, LLC
DECREASED1,4601,506-46-3%$1.1M$1.1M-$29.6K2026-10-20
Chapman Financial Group, LLC
UNCHANGED1,4591,45900%$1.1M$1.1M+$5.0K2026-10-26
IAG Wealth Partners, LLC
INCREASED1,4491,439+10+1%$1.1M$1.1M+$12.2K2026-11-06
1900 Wealth Management LLC
UNCHANGED1,4491,44900%$1.1M$1.1M+$4.9K2026-10-13
Vaughan David Investments LLC
DECREASED1,4441,582-138-9%$1.2M$1.1M-$97.0K2026-11-05
Sweeney & Michel, LLC
UNCHANGED1,4411,44100%$1.0M$1.1M+$25.2K2026-10-16
ZynergyRetirementPlanningLLC
UNCHANGED1,4381,43800%$1.1M$1.1M+$4.8K2026-10-08
Firethorn Wealth Partners, LLC
DECREASED1,4362,128-692-33%$1.6M$1.1M-$504.6K2026-10-14
SBK Financial, Inc.
UNCHANGED1,4361,43600%$1.1M$1.1M+$4.8K2026-11-02
Hippocratic Financial Advisors, LLC
NEW1,434—+1,434——$1.1M—2026-10-13
Seek First Inc.
INCREASED1,4311,396+35+3%$1.0M$1.1M+$30.6K2026-10-27
Pennsylvania Capital Management Inc
INCREASED1,4271,274+153+12%$938.3K$1.1M+$117.5K2026-11-05
Capital Advantage, Inc.
INCREASED1,4231,231+192+16%$906.4K$1.1M+$146.2K2026-10-14
Deroy & Devereaux Private Investment Counsel Inc
INCREASED1,4191,399+20+1%$1.0M$1.1K-$1.0M2026-10-26
Northwest Wealth Management, LLC
DECREASED1,4181,510-92-6%$1.1M$1.0M-$63.0K2026-10-30
Enclave Advisors LLC
UNCHANGED1,4161,41600%$1.0M$1.0M+$4.8K2026-10-14
Landaas & Co
UNCHANGED1,4131,41300%$1.0M$1.0M+$4.9K2026-10-29
TMB Capital Partners, LLC
INCREASED1,4101,374+36+3%$1.0M$1.0M+$31.5K2026-10-20
Equita Financial Network, Inc.
DECREASED1,4051,519-114-7%$1.1M$1.0M-$79.2K2026-10-19
FSA Investment Group, LLC
NEW1,404—+1,404——$1.0M—2026-10-07
KDK Private Wealth Management, LLC
INCREASED1,4041,083+321+30%$797.9K$1.0M+$240.9K2026-11-03
Cutler Investment Counsel LLC
DECREASED1,4031,851-448-24%$1.4M$1.0M-$325.8K2026-10-28
Salomon & Ludwin, LLC
DECREASED1,4001,410-10-1%$1.0M$1.0M+$12.6K2026-10-29
Creekside Partners
INCREASED1,3971,395+2+0%$1.0M$1.0M+$6.1K2026-11-04
EPG Wealth Management LLC
DECREASED1,3961,482-86-6%$1.1M$1.0M-$58.4K2026-11-03
Capital Asset Advisory Services LLC
DECREASED1,3951,616-221-14%$1.2M$982.9K-$206.8K2026-10-30
QP Wealth Management, LLC
DECREASED1,3941,413-19-1%$1.0M$1.0M-$9.3K2026-10-20
Ashton Thomas Securities, LLC
DECREASED1,3921,418-26-2%$1.0M$1.0M+$10.6K2026-10-26
Integrity Investment Advisors, LLC
INCREASED1,391391+1,000+256%$287.9K$1.0M+$741.1K2026-11-03
Hamilton Point Investment Advisors, LLC
UNCHANGED1,3911,39100%$1.0M$1.0M+$4.6K2026-11-03
Tamar Securities, LLC
DECREASED1,3891,470-81-6%$1.1M$1.0M-$55.4K2026-11-03
Wealth Management Nebraska
DECREASED1,3871,568-181-12%$1.2M$1.0M-$128.5K2026-10-26
Inman Jager Wealth Management, LLC
INCREASED1,3841,373+11+1%$1.0M$1.0M+$12.8K2026-11-05
Oarsman Capital, Inc.
INCREASED1,3811,134+247+22%$835.2K$1.0M+$186.1K2026-11-05
Evansbrook LLC
INCREASED1,3811,281+100+8%$943.3K$1.0M+$78.3K2026-10-16
GW Henssler & Associates LTD
INCREASED1,379827+552+67%$608.9K$1.0M+$411.0K2026-10-26
Willow Creek Wealth Management Inc.
DECREASED1,3791,405-26-2%$1.0M$1.0M-$14.3K2026-10-26
Parkshore Wealth Management, Inc.
DECREASED1,3741,385-11-1%$1.0M$1.0M-$4.0K2026-10-13
Marks Group Wealth Management, Inc
UNCHANGED1,3731,37300%$1.0M$1.0M+$4.6K2026-11-05
KBC Group NV
UNCHANGED1,3701,37000%$1.0M$1.0K-$1.0M2026-10-22
Selby Wealth Management, LLC
INCREASED1,3681,261+107+8%$928.7K$1.0M+$83.3K2026-10-16
HT Partners LLC
UNCHANGED1,3631,36300%$1.0M$1.0M+$4.6K2026-10-20
Lotus Asset Management LLC
UNCHANGED1,3631,36300%$1.0M$1.0M+$4.6K2026-10-14
Ted Buchan & Co
INCREASED1,3601,356+4+0%$998.6K$1.0M+$7.6K2026-10-23
Galvin, Gaustad & Stein, LLC
UNCHANGED1,3601,36000%$1.0M$1.0M+$5.1K2026-10-08
NewSquare Capital LLC
INCREASED1,3591,357+2+0%$999.3K$1.0M+$6.1K2026-11-06
Gradient Capital Advisors, LLC
UNCHANGED1,3561,35600%$998.2K$1.0M+$4.7K2026-10-21
Legacy Trust
INCREASED1,3551,292+63+5%$951.4K$935.6K-$15.8K2026-11-06
Souders Financial Advisors
DECREASED1,3551,372-17-1%$1.0M$1.0M-$7.9K2026-11-03
Ring Mountain Capital, LLC
UNCHANGED1,3541,35400%$997.1K$1.0M+$4.6K2026-10-13
McLean Asset Management Corp
UNCHANGED1,3511,35100%$929.3K$874.1K-$55.2K2026-11-06
Petros Family Wealth, LLC
DECREASED1,3481,442-94-7%$1.1M$997.2K-$64.7K2026-10-28
Stone Summit Wealth LLC
UNCHANGED1,3441,34400%$989.7K$994.3K+$4.5K2026-10-14
Canvas Wealth Advisors, LLC
INCREASED1,343734+609+83%$540.5K$960.7K+$420.2K2026-11-02
Future Financial Wealth Managment LLC
DECREASED1,3431,473-130-9%$1.0M$993.3K-$25.8K2026-10-15
First Merchants Corp
INCREASED1,3411,266+75+6%$932.3K$992.0K+$59.8K2026-10-15
Hanson & Doremus Investment Management
INCREASED1,340340+1,000+294%$251.0K$991-$250.0K2026-10-16
Tannin Capital LLC
DECREASED1,3391,560-221-14%$1.1M$990.6K-$158.2K2026-11-05
McCollum Christoferson Group LLC
UNCHANGED1,3371,33700%$984.6K$989.1K+$4.5K2026-10-13
Twelve Points Wealth Management LLC
INCREASED1,335481+854+178%$354.0K$921.6K+$567.6K2026-11-03
RW Investment Management LLC
INCREASED1,334919+415+45%$676.8K$986.9K+$310.1K2026-11-03
Beese Fulmer Investment Management, Inc.
INCREASED1,3341,238+96+8%$911.7K$987.9K+$76.2K2026-10-23
Tlwm
UNCHANGED1,3341,33400%$982.4K$986.9K+$4.5K2026-10-09
Beacon Financial Group
DECREASED1,3321,400-68-5%$1.0M$985.1K-$45.5K2026-10-19
Heritage Wealth Management, Inc.
INCREASED1,3281,314+14+1%$967.7K$982.6K+$14.8K2026-10-28
Concord Asset Management, LLC
DECREASED1,3271,329-20%$978.7K$981.7K+$3.0K2026-11-02
Patten Group, Inc.
DECREASED1,3261,400-74-5%$1.0M$981.0K-$50.0K2026-10-26
4J Wealth Management LLC
DECREASED1,3231,372-49-4%$1.0M$978.6K-$31.6K2026-11-02
Ridgecrest Wealth Partners, LLC
UNCHANGED1,3231,32300%$974.1K$978.6K+$4.6K2026-10-19
DiNuzzo Private Wealth, Inc.
UNCHANGED1,3211,32100%$972.9K$977.5K+$4.6K2026-10-16
Childress Capital Advisors, LLC
INCREASED1,3201,318+2+0%$970.7K$976.4K+$5.7K2026-10-28
Parr Mcknight Wealth Management Group, LLC
UNCHANGED1,3201,32000%$972.0K$976.5K+$4.4K2026-10-30
Eagle Bay Advisors LLC
INCREASED1,3121,277+35+3%$940.4K$971.6K+$31.2K2026-10-16
Biltmore Family Office, LLC
INCREASED1,3111,310+1+0%$965.8K$970.8K+$5.1K2026-11-03
Fusion Capital, LLC
INCREASED1,3101,308+2+0%$963.4K$968.7K+$5.4K2026-10-28
Fonville Wealth Management LLC
INCREASED1,309904+405+45%$665.5K$968.2K+$302.7K2026-10-28
Breakthru Advisory Services, LLC
DECREASED1,2992,253-954-42%$1.7M$961.0K-$698.1K2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
DECREASED1,2971,419-122-9%$1.0M$959.1K-$85.9K2026-10-09
Opal Wealth Advisors, LLC
INCREASED1,2941,103+191+17%$812.3K$957.3K+$145.0K2026-10-16
Maseco LLP
DECREASED1,2941,336-42-3%$983.1K$957.3K-$25.8K2026-10-27
Bell Investment Advisors, Inc
INCREASED1,2931,186+107+9%$873.6K$956.8K+$83.2K2026-10-29
CenterStar Asset Management, LLC
NEW1,281—+1,281——$948.9K—2026-10-09
Durante & Waters, LLC
UNCHANGED1,2811,28100%$943.3K$947.6K+$4.3K2026-10-28
Summit Financial Strategies, Inc.
INCREASED1,2791,207+72+6%$889.2K$946.3K+$57.1K2026-10-14
Ashurst Perkins Coie Trust Co
UNCHANGED1,2791,27900%$941.9K$946.2K+$4.3K2026-10-15
ARQ Wealth Advisors, LLC
DECREASED1,2781,336-58-4%$942.6K$945.3K+$2.7K2026-10-29
Dodds Wealth, LLC
DECREASED1,2781,307-29-2%$962.1K$945.8K-$16.4K2026-11-02
Duncker Streett & Co Inc
DECREASED1,2781,295-17-1%$953.6K$945.4K-$8.2K2026-10-27
Noesis Capital Mangement Corp
DECREASED1,2761,324-48-4%$974.9K$943.9K-$30.9K2026-10-26
Essex LLC
DECREASED1,2741,279-50%$942.1K$942.5K+$3762026-10-14
Patton Albertson Miller Group, LLC
INCREASED1,2721,244+28+2%$916.2K$941.1K+$24.9K2026-10-26
MTM Investment Management, LLC
UNCHANGED1,2691,26900%$934.6K$938.9K+$4.3K2026-10-30
Fulcrum Asset Management LLP
NEW1,266—+1,266——$934.2K—2026-11-04
Breachway Investments LLC
DECREASED1,2631,451-188-13%$1.1M$934.3K-$134.1K2026-10-19
Hartford Financial Management Inc.
INCREASED1,2631,262+1+0%$929.4K$934.0K+$4.7K2026-10-21
Archford Capital Strategies, LLC
INCREASED1,259997+262+26%$734.2K$931.0K+$196.8K2026-10-19
Brady Martz Wealth Solutions, LLC
INCREASED1,256901+355+39%$663.3K$929.0K+$265.7K2026-11-05
Diligent Investors, LLC
DECREASED1,2501,254-40%$923.7K$924.4K+$6672026-10-21
Fagan Associates, Inc.
DECREASED1,2491,264-15-1%$930.8K$924.0K-$6.8K2026-10-13
M Wealth Management, LLC
DECREASED1,2431,271-28-2%$936.0K$919.5K-$16.4K2026-10-14
Stephen J. Garry & Associates, LLC
DECREASED1,2421,870-628-34%$1.4M$918.8K-$458.3K2026-11-05
Lantz Financial LLC
INCREASED1,2421,237+5+0%$910.9K$918.9K+$8.0K2026-10-15
Avail Investment Partners, LLC
UNCHANGED1,2421,24200%$914.6K$918.8K+$4.2K2026-10-16
Investment Research Partners LLC
UNCHANGED1,2421,24200%$914.6K$918.8K+$4.2K2026-10-19
Cullinan Associates Inc
UNCHANGED1,2401,24000%$913.1K$917.3K+$4.2K2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
DECREASED1,2381,331-93-7%$980.5K$915.5K-$65.0K2026-10-15
Waterway Wealth Management, LLC
INCREASED1,2381,209+29+2%$890.1K$915.6K+$25.5K2026-10-28
Sather Financial Group Inc
INCREASED1,2371,232+5+0%$907.2K$915.1K+$7.9K2026-10-30
Signature Wealth Management Partners, LLC
INCREASED1,2311,161+70+6%$855.0K$910.8K+$55.8K2026-10-21
Legacy Solutions, LLC
DECREASED1,2281,251-23-2%$921.2K$908.6K-$12.6K2026-10-07
Sunbeam Capital Management, LLC
INCREASED1,2231,195+28+2%$880.3K$905.0K+$24.7K2026-11-05
Lpwm LLC
INCREASED1,2211,120+101+9%$824.7K$903.4K+$78.7K2026-10-20
Rossmore Private Capital
INCREASED1,218567+651+115%$418.0K$902.0K+$484.0K2026-10-27
Walker Financial Services, Inc.
DECREASED1,2171,496-279-19%$1.1M$900.8K-$201.5K2026-10-26
Teamwork Financial Advisors, LLC
DECREASED1,2132,004-791-39%$1.5M$897.9K-$578.6K2026-10-19
Asset Planning Services Inc
INCREASED1,2131,180+33+3%$869.0K$897-$868.1K2026-10-15
Dynamic Financial Group
DECREASED1,2121,222-10-1%$900.1K$896.8K-$3.3K2026-10-28
Ballast Financial Advisors LLC
INCREASED1,2101,084+126+12%$798.5K$895.2K+$96.7K2026-10-26
Urban Wealth Management, LLC
DECREASED1,2071,212-50%$892.5K$892.9K+$3852026-10-21
SJS Investment Consulting Inc.
INCREASED1,2071,206+1+0%$888.2K$893.0K+$4.8K2026-10-26
Ehrlich Financial Group
DECREASED1,2051,364-159-12%$1.0M$891.7K-$113.0K2026-10-20
Chung Wu Investment Group, LLC
UNCHANGED1,2001,20000%$883.7K$887.7K+$4.0K2026-11-03
Hickory Point Bank & Trust
DECREASED1,1931,250-57-5%$920.5K$882.5K-$38.0K2026-10-01
OFS Enterprise LLC
INCREASED1,1931,192+1+0%$878.0K$882.2K+$4.2K2026-10-16
Sky Investment Group LLC
INCREASED1,191961+230+24%$707.6K$880.9K+$173.4K2026-10-30
Community Financial Services Group, LLC
DECREASED1,1901,266-76-6%$918.1K$883.0K-$35.0K2026-10-15
Dickmeyer Boyce Financial Management, Inc.
INCREASED1,1891,179+10+1%$868.4K$879.2K+$10.9K2026-10-08
Brooklyn FI, LLC
INCREASED1,187898+289+32%$633.5K$821.4K+$187.9K2026-11-05
Thayer Financial, L.L.C.
DECREASED1,1861,298-112-9%$955.8K$880.0K-$75.8K2026-10-21
Zullo Investment Group, Inc.
DECREASED1,1861,205-19-2%$888.1K$877.5K-$10.5K2026-10-20
Provident Living Financial Services, Inc.
INCREASED1,1801,120+60+5%$824.9K$815.0K-$9.9K2026-11-03
Cambridge Capital Management, LLC
DECREASED1,1801,186-6-1%$873.4K$873.0K-$3132026-10-19
Hamilton Capital, LLC
INCREASED1,178915+263+29%$673.8K$871.4K+$197.6K2026-10-08
Barr E S & Co
DECREASED1,1751,260-85-7%$927.9K$869.2K-$58.6K2026-11-06
Whipplewood Advisors, LLC
INCREASED1,1711,155+16+1%$850.5K$866.3K+$15.7K2026-10-20
Burns Matteson Capital Management, LLC
INCREASED1,1691,168+1+0%$860.2K$865.1K+$4.9K2026-10-16
Tenret Co LLC
NEW1,166—+1,166——$862.6K—2026-11-02
NBH Bank
INCREASED1,1651,022+143+14%$752.6K$861.8K+$109.2K2026-11-05
Orser Capital Management, LLC
UNCHANGED1,1651,16500%$857.9K$861.8K+$3.9K2026-10-13
Arnold Financial Planning LLC
UNCHANGED1,1601,16000%$854.2K$858.1K+$3.9K2026-10-20
Pacific Sage Partners, LLC
UNCHANGED1,1591,15900%$853.5K$857.4K+$3.9K2026-10-21
Madrid Wealth Management, LLC
UNCHANGED1,1571,15700%$851.8K$855.7K+$4.0K2026-10-23
Factor Wealth Management LTD
UNCHANGED1,1561,15600%$851.2K$855.1K+$4.0K2026-10-08
Kavar Capital Partners Group, LLC
DECREASED1,1501,234-84-7%$909.0K$851.0K-$58.0K2026-11-06
Legacy Financial Strategies, LLC
INCREASED1,1501,095+55+5%$806.6K$850.8K+$44.2K2026-10-15
Ddfg, Inc
UNCHANGED1,1501,15000%$846.9K$850.8K+$3.9K2026-10-15
MBL Wealth, LLC
DECREASED1,1461,151-50%$847.6K$847.8K+$1802026-10-22
Cathy Pareto & Associates, Inc
INCREASED1,145964+181+19%$710.6K$847.6K+$137.0K2026-10-15
Climber Capital SA
DECREASED1,1441,145-10%$841.5K$802.4K-$39.1K2026-10-20
Wincap Financial LLC
UNCHANGED1,1441,14400%$842.5K$846.6K+$4.0K2026-10-20
Choice Wealth Advisors LLC
UNCHANGED1,1421,14200%$841.0K$844.8K+$3.8K2026-10-16
BetterWealth, LLC
INCREASED1,1401,138+2+0%$838.2K$843.5K+$5.3K2026-10-15
Strategic Planning Group, LLC
INCREASED1,137625+512+82%$460.8K$841.2K+$380.4K2026-10-22
Tenon Financial LLC
INCREASED1,1371,136+1+0%$836.2K$841.5K+$5.2K2026-10-14
Well Done, LLC
DECREASED1,1323,421-2,289-67%$2.5M$837.4K-$1.7M2026-10-20
Johnson & White Wealth Management, LLC
INCREASED1,1301,129+1+0%$831.9K$836.0K+$4.1K2026-11-03
Compagnie Lombard Odier SCmA
INCREASED1,125863+262+30%$635.5K$832.2K+$196.7K2026-11-04
Washington Trust Bank
DECREASED1,1201,207-87-7%$888.8K$828.5K-$60.3K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,1163,132-2,016-64%$2.3M$825.6K-$1.5M2026-10-14
Liberty Atlantic Advisors LLC
INCREASED1,112844+268+32%$621.9K$823.2K+$201.4K2026-10-14
Fearless Solutions, LLC dba Best Invest
INCREASED1,1121,095+17+2%$806.1K$822.4K+$16.3K2026-10-14
J2 Capital Management Inc
UNCHANGED1,1101,11000%$817.4K$821.1K+$3.7K2026-10-19
Oak Harvest Investment Services
UNCHANGED1,1041,10400%$812.8K$816.8K+$4.0K2026-10-20
Garrett Wealth Advisory Group, LLC
INCREASED1,1021,001+101+10%$737.4K$815.0K+$77.6K2026-10-22
BankPlus Wealth Management LLC
UNCHANGED1,1021,10200%$811.1K$815.1K+$4.0K2026-10-13
Lodestone Wealth Management LLC
INCREASED1,0991,017+82+8%$749.2K$813.3K+$64.1K2026-10-14
William Allan Corp
UNCHANGED1,0961,09600%$806.9K$810.7K+$3.8K2026-10-14
Variant Private Wealth, LLC
INCREASED1,0941,092+2+0%$804.5K$809.1K+$4.6K2026-10-21
Iron Financial LLC
UNCHANGED1,0921,09200%$804.0K$807.8K+$3.8K2026-10-23
Great Waters Wealth Management
DECREASED1,0912,119-1,028-49%$965.7K$807.1K-$158.6K2026-10-07
Kennedy Investment Group, Inc.
DECREASED1,0911,103-12-1%$812.2K$807.0K-$5.1K2026-10-21
Cowa, LLC
DECREASED1,0871,184-97-8%$871.9K$804.1K-$67.8K2026-10-30
Whitener Capital Management, Inc.
INCREASED1,0851,080+5+0%$795.3K$802.7K+$7.3K2026-10-15
BCU Wealth Advisors, LLC
INCREASED1,0851,084+1+0%$798.5K$802.9K+$4.4K2026-10-16
BigSur Wealth Management LLC
UNCHANGED1,0841,08400%$798.5K$802.7K+$4.2K2026-10-13
Stenger Family Office, LLC
INCREASED1,082903+179+20%$665.1K$804.7K+$139.6K2026-10-22
Flynn Zito Capital Management, LLC
UNCHANGED1,0721,07200%$789.7K$792.7K+$3.1K2026-11-04
Grove Bank & Trust
INCREASED1,0711,032+39+4%$760.0K$792.3K+$32.3K2026-10-08
Brady Family Wealth, LLC
DECREASED1,0691,072-30%$789.4K$791.0K+$1.6K2026-11-02
Trust Co of Kansas
UNCHANGED1,0661,06600%$785.0K$789.0K+$4.0K2026-11-06
Ellsworth Advisors, LLC
DECREASED1,0641,731-667-39%$1.2M$787.3K-$455.2K2026-10-15
Cooper S Advisors, LLC
INCREASED1,0621,042+20+2%$767.6K$786.0K+$18.4K2026-11-03
TCV Trust & Wealth Management, Inc.
DECREASED1,0611,087-26-2%$800.5K$784.9K-$15.6K2026-10-16
Western Pacific Wealth Management, LP
UNCHANGED1,0601,06000%$780.7K$784.3K+$3.6K2026-10-16
Planning Strategies Inc.
DECREASED1,0571,080-23-2%$795.5K$782.1K-$13.4K2026-10-02
Bourgeon Capital Management LLC
INCREASED1,056711+345+49%$523.8K$781.2K+$257.4K2026-10-19
Baskin Financial Services Inc.
DECREASED1,0561,104-48-4%$813$781-$322026-10-19
Moulton Wealth Management, Inc
DECREASED1,0561,071-15-1%$780.2K$783.2K+$3.1K2026-10-13
James J. Burns & Company, LLC
DECREASED1,0501,182-132-11%$870.3K$776.6K-$93.7K2026-10-22
Joel Adams & Associates, Inc.
UNCHANGED1,0501,05000%$773.2K$776.8K+$3.5K2026-11-02
Vested Financial Planning, LLC
UNCHANGED1,0501,05000%$773.2K$776.8K+$3.5K2026-10-28
Armbruster Capital Management, Inc.
DECREASED1,0451,056-11-1%$777.6K$773.1K-$4.6K2026-10-19
Gables Capital Management Inc.
UNCHANGED1,0451,04500%$769.5K$773.1K+$3.5K2026-11-04
Olio Financial Planning
UNCHANGED1,0431,04300%$768.1K$771.6K+$3.5K2026-10-22
MBA Advisors LLC
DECREASED1,0421,044-20%$768.7K$771.0K+$2.3K2026-10-29
SYM Financial Corp
DECREASED1,0361,093-57-5%$805.1K$766.5K-$38.6K2026-10-26
RAM Investment Partners, LLC
DECREASED1,0321,052-20-2%$774.7K$763.5K-$11.2K2026-10-21
Daviman Financial, LLC
DECREASED1,0281,030-20%$758.5K$760.5K+$2.0K2026-11-06
First Command Advisory Services, Inc.
DECREASED1,0271,640-613-37%$1.2M$760.4K-$447.5K2026-11-05
Rosenberg Matthew Hamilton
INCREASED1,027948+79+8%$698.1K$760.1K+$62.0K2026-10-05
Legacy Capital Wealth Partners, LLC
INCREASED1,0261,016+10+1%$748.3K$759.2K+$10.9K2026-10-21
Spectrum Planning & Advisory Services Inc.
INCREASED1,025821+204+25%$604.7K$757.9K+$153.2K2026-11-05
Heritage Investment Group, Inc.
UNCHANGED1,0251,02500%$754.8K$758.3K+$3.5K2026-11-03
Haven Private, LLC
INCREASED1,020539+481+89%$397.0K$754.6K+$357.7K2026-10-27
Hartmann Taylor Wealth Management, LLC
DECREASED1,0201,022-20%$589.9K$754.6K+$164.7K2026-10-14
Moody National Bank Trust Division
UNCHANGED1,0171,01700%$748.9K$752.3K+$3.4K2026-10-06
William Mack & Associates, Inc.
INCREASED1,016977+39+4%$719.4K$751.5K+$32.2K2026-10-27
High Net Worth Advisory Group LLC
DECREASED1,0161,035-19-2%$762.2K$751.6K-$10.6K2026-10-26
truNorth Financial Services, Inc.
DECREASED1,0141,048-34-3%$772.0K$750.3K-$21.6K2026-11-06
Barlow Wealth Partners, LLC
INCREASED1,0111,007+4+0%$716.4K$768.0K+$51.6K2026-10-15
Able Wealth Management LLC
DECREASED1,0091,356-347-26%$998.9K$762.7K-$236.3K2026-10-13
Sun Group Wealth Partners
INCREASED1,0091,008+1+0%$742.7K$746.1K+$3.4K2026-10-26
Successful Portfolios LLC
INCREASED1,008936+72+8%$678.3K$762.2K+$83.9K2026-10-09
B.O.S.S. Retirement Advisors, LLC
DECREASED1,0071,016-9-1%$747.8K$744.6K-$3.2K2026-10-26
Sharkey, Howes & Javer
DECREASED1,0071,009-20%$742.8K$744.9K+$2.1K2026-10-22
Iowa State Bank
UNCHANGED1,0071,00700%$741.6K$744.9K+$3.4K2026-10-06
Torrey Growth & Income Advisors
INCREASED1,000986+14+1%$724.8K$743.2K+$18.4K2026-11-04
Gruss & Co., LLC
UNCHANGED1,0001,00000%$736.4K$739.8K+$3.4K2026-11-02
Midwest Financial Partners Investments, Inc.
UNCHANGED1,0001,00000%$736.2K$739.6K+$3.4K2026-10-08
Avant Financial Advisors LLC
UNCHANGED99999900%$735.9K$739.3K+$3.4K2026-11-02
GLR Partners, LLC
INCREASED997743+254+34%$547.1K$737.6K+$190.4K2026-11-04
Herold Advisors, Inc.
UNCHANGED99699600%$734.0K$736.4K+$2.4K2026-10-19
Abacus Planning Group, Inc.
DECREASED9951,009-14-1%$742.8K$736.0K-$6.7K2026-11-02
Grey Fox Wealth Advisors, LLC
DECREASED9941,058-64-6%$779.7K$735.9K-$43.8K2026-11-03
BOS Asset Management, LLC
DECREASED9941,019-25-2%$750.4K$735.3K-$15.1K2026-10-09
Arcadia Wealth Management, LLC
INCREASED991974+17+2%$717.3K$733.3K+$16.0K2026-10-22
Harbor Asset Planning, Inc.
INCREASED991989+2+0%$728.6K$732.8K+$4.2K2026-10-23
Prosperity Planning, Inc.
UNCHANGED99199100%$729.8K$733.1K+$3.3K2026-10-09
Squire Investment Management Company, LLC
UNCHANGED99199100%$729.8K$733.2K+$3.4K2026-11-03
Ahara Advisors LLC
INCREASED985786+199+25%$578.6K$729.2K+$150.6K2026-10-29
Davis Capital Management
INCREASED985984+1+0%$724.8K$728.9K+$4.1K2026-10-08
Paladin Wealth, LLC
INCREASED983767+216+28%$564.8K$726.9K+$162.1K2026-10-23
Wrenne Financial Planning LLC
INCREASED978920+58+6%$677.5K$723.5K+$46.0K2026-10-30
Worthington Financial Partners, LLC
INCREASED977972+5+1%$715.7K$722.7K+$7.0K2026-10-13
Legacy Financial Group, Inc.
DECREASED9752,154-1,179-55%$1.6M$721.5K-$865.0K2026-10-21
Whelan Financial
DECREASED973975-20%$718.3K$720.2K+$1.9K2026-10-28
Farmers & Merchants Investments Inc
INCREASED972880+92+10%$648.0K$719.1K+$71.0K2026-10-22
AAF Wealth Management, LLC
UNCHANGED97297200%$715.7K$719.1K+$3.4K2026-10-28
Astra Wealth Partners LLC
NEW970—+970——$717.7K—2026-11-06
Nottingham Advisors, Inc.
UNCHANGED97097000%$675.2K$719.8K+$44.6K2026-10-29
Lakewood Asset Management LLC
UNCHANGED96996900%$713.6K$716.8K+$3.3K2026-10-26
Goelzer Investment Management, Inc.
INCREASED968717+251+35%$528.0K$716.1K+$188.1K2026-10-16
Range Financial Group LLC
UNCHANGED96896800%$713.1K$716.4K+$3.3K2026-10-21
Commons Capital, LLC
DECREASED966995-29-3%$732.4K$714.2K-$18.2K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
NEW963—+963——$712.2K—2026-10-13
Valicenti Advisory Services Inc
DECREASED9611,001-40-4%$737$711-$262026-10-23
Forte Asset Management LLC
UNCHANGED96096000%$707.7K$710.9K+$3.2K2026-10-13
Woodward Diversified Capital, LLC
INCREASED959783+176+22%$576.6K$709.5K+$132.8K2026-10-21
KWB Wealth
UNCHANGED95995900%$706.2K$709.4K+$3.2K2026-10-16
Versant Capital Management, Inc
INCREASED958880+78+9%$648.3K$709.0K+$60.7K2026-10-02
TL Private Wealth
INCREASED958956+2+0%$678.4K$715.0K+$36.5K2026-10-13
Chickasaw Capital Management LLC
NEW950—+950——$702.8K—2026-10-08
Sunrise Financial Services, LLC
UNCHANGED94994900%$698.8K$702.0K+$3.2K2026-10-21
Pacific Park Financial, Inc.
DECREASED948973-25-3%$716.5K$701.3K-$15.2K2026-10-13
Q3 Asset Management
DECREASED94620,447-19,501-95%$13.9K$700.0K+$686.1K2026-11-06
NorthAvenue LLC
UNCHANGED94694600%$696.7K$700.0K+$3.2K2026-10-29
FSA Wealth Partners, Inc.
DECREASED9442,224-1,280-58%$1.6M$698.3K-$939.4K2026-10-26
Kondo Wealth Advisors, Inc.
UNCHANGED94494400%$695.4K$698.5K+$3.2K2026-10-19
Woodley Farra Manion Portfolio Management Inc
INCREASED943732+211+29%$539.6K$698.3K+$158.7K2026-11-05
Canopy Partners, LLC
INCREASED943733+210+29%$539.8K$697.7K+$157.9K2026-10-28
InTrack Investment Management Inc
DECREASED942962-20-2%$708.4K$696.9K-$11.6K2026-10-15
Culbertson A N & Co Inc
UNCHANGED94194100%$693.0K$696.1K+$3.2K2026-10-21
TPG Advisors LLC
INCREASED937933+4+0%$687.4K$692.9K+$5.5K2026-10-16
Capital CS Group, LLC
UNCHANGED93693600%$689.3K$692.4K+$3.2K2026-10-29
Old Second National Bank of Aurora
INCREASED932650+282+43%$478.7K$689.5K+$210.8K2026-10-22
Centerpoint Advisory Group
DECREASED932972-40-4%$715.8K$689.5K-$26.3K2026-10-23
Meridian Financial Partners LLC
DECREASED9291,211-282-23%$854.9K$676.3K-$178.6K2026-10-23
Accelerate Investment Advisors LLC
INCREASED929901+28+3%$663.2K$687.4K+$24.2K2026-11-02
Manuka Financial, LLC
UNCHANGED92992900%$683.8K$686.9K+$3.1K2026-10-16
Aerodigm Wealth, LLC
DECREASED9282,253-1,325-59%$1.7M$686.3K-$973.0K2026-10-16
Alternative Investment Advisors, Llc.
NEW925—+925——$686.3K—2026-11-03
Penbrook Management LLC
UNCHANGED92592500%$681.2K$684.3K+$3.1K2026-10-16
Cove Private Wealth, LLC
UNCHANGED92092000%$677.5K$680.6K+$3.1K2026-10-28
Beverly Hills Private Wealth, LLC
DECREASED9191,000-81-8%$736.4K$679.8K-$56.6K2026-11-04
Retiremitten Financial LLC
INCREASED918570+348+61%$419.7K$666.1K+$246.4K2026-11-05
L. Roy Papp & Associates, LLP
UNCHANGED91891800%$676.0K$679.1K+$3.1K2026-10-21
Bluesphere Advisors LLC
UNCHANGED91691600%$674.5K$677.6K+$3.1K2026-10-19
WestHill Financial Advisors, Inc.
UNCHANGED91591500%$674.1K$677.2K+$3.1K2026-10-14
Alchemi Wealth, LLC
DECREASED913950-37-4%$700.0K$675.9K-$24.2K2026-11-04
First Bancorp, Inc
DECREASED913920-7-1%$677.5K$675.4K-$2.1K2026-10-26
Cookson Peirce & Co Inc
INCREASED912591+321+54%$435.4K$674.8K+$239.4K2026-10-30
Opus Financial Solutions LLC
DECREASED910929-19-2%$684.1K$673.2K-$10.9K2026-11-06
Summit Financial Wealth Advisors, LLC
DECREASED9031,080-177-16%$795.1K$668.3K-$126.8K2026-10-15
Bryant Woods Investment Advisors, LLC
INCREASED903897+6+1%$659.7K$667.5K+$7.8K2026-10-26
Koa Wealth Management, LLC
INCREASED891864+27+3%$636.5K$659.4K+$22.9K2026-10-14
Long Island Wealth Management, Inc.
UNCHANGED89089000%$655.2K$658.3K+$3.2K2026-10-20
Kathmere Capital Management, LLC
DECREASED8881,100-212-19%$809.9K$656.8K-$153.0K2026-10-20
Valley Wealth Managers, Inc.
INCREASED887882+5+1%$649.5K$656.2K+$6.7K2026-10-09
CGN Advisors LLC
INCREASED881425+456+107%$313.0K$651.9K+$339.0K2026-10-21
Boston Trust Walden Corp
DECREASED8811,013-132-13%$746.0K$651.7K-$94.2K2026-10-30
Compass Planning Associates Inc
INCREASED880879+1+0%$647.3K$651.0K+$3.7K2026-10-13
AlpenGlobal Capital LLC
DECREASED878917-39-4%$675.3K$649.5K-$25.8K2026-11-06
Allegiance Financial Group Advisory Services LLC
NEW872—+872——$645.7K—2026-11-02
Curbstone Financial Management Corp
UNCHANGED87287200%$642.1K$645.1K+$2.9K2026-10-21
Mountain Pacific Investment Advisers LLC
UNCHANGED87187100%$641.4K$644.3K+$2.9K2026-10-29
Loudon Investment Management, LLC
DECREASED868884-16-2%$651.0K$642.1K-$8.9K2026-11-06
Great Point Wealth Advisors, LLC
DECREASED863870-7-1%$640.6K$638.3K-$2.2K2026-10-15
Hoge Financial Services, LLC
INCREASED862530+332+63%$390.2K$638.0K+$247.8K2026-11-05
Philadelphia Trust Co
UNCHANGED85885800%$632.0K$635.0K+$3.0K2026-11-05
Spectrum Financial Alliance Ltd LLC
INCREASED857739+118+16%$544.2K$634.0K+$89.8K2026-10-29
Peak Financial Management, Inc.
UNCHANGED85585500%$629.6K$632.5K+$2.9K2026-10-16
Councilmark Asset Management, LLC
UNCHANGED85085000%$625.9K$628.8K+$2.9K2026-10-20
Consilium Wealth Advisory, LLC
DECREASED849858-9-1%$632.1K$628.4K-$3.7K2026-10-14
MFA Wealth Advisors, LLC
DECREASED848902-54-6%$664.2K$627.3K-$36.9K2026-10-07
Plan A Wealth LLC
NEW845—+845——$625.1K—2026-10-08
John G Ullman & Associates Inc
INCREASED845574+271+47%$422.7K$625.1K+$202.4K2026-11-04
Valley Forge Investment Consultants Inc ADV
UNCHANGED84584500%$622.3K$625.1K+$2.8K2026-11-03
Opus Capital Group, LLC
UNCHANGED84084000%$619.0K$621.0K+$2.0K2026-10-30
AGH Wealth Advisors, LLC
UNCHANGED84084000%$618.6K$621.4K+$2.8K2026-10-26
Catalyst Investment Management LLC
DECREASED838845-7-1%$622.4K$620.2K-$2.1K2026-10-21
Blue Line Capital, LLC / IL
INCREASED837834+3+0%$614.2K$619.0K+$4.8K2026-11-04
Omni 360 Wealth, Inc.
INCREASED836835+1+0%$615.2K$618.1K+$2.9K2026-10-13
Tounjian Advisory Partners, LLC
INCREASED830481+349+73%$353.9K$613.9K+$260.0K2026-11-04
Reynders McVeigh Capital Management, LLC
DECREASED829953-124-13%$702.0K$613.3K-$88.7K2026-10-30
Windsor Capital Management, LLC
UNCHANGED82882800%$609.9K$612.7K+$2.8K2026-10-13
Lantern Wealth Advisors, LLC
INCREASED827714+113+16%$525.8K$611.8K+$86.0K2026-10-22
Primoris Wealth Advisors, LLC
DECREASED825850-25-3%$625.9K$610.3K-$15.6K2026-10-28
Independent Wealth Advisors LLC
DECREASED823857-34-4%$631.3K$608.5K-$22.8K2026-10-27
Syntax Research, Inc.
INCREASED819818+1+0%$602.6K$605.9K+$3.2K2026-11-04
Guardian Partners Inc.
INCREASED815715+100+14%$526.5K$602.9K+$76.4K2026-10-21
Goldenstone Wealth Management LLC
INCREASED815813+2+0%$598.7K$603.0K+$4.2K2026-11-04
Hurlow Wealth Management Group, Inc.
UNCHANGED81281200%$598.2K$600.9K+$2.7K2026-10-29
Redw Wealth LLC
DECREASED811825-14-2%$607.5K$600.0K-$7.6K2026-11-02
Bedel Financial Consulting, Inc.
DECREASED811821-10-1%$604.7K$600.1K-$4.6K2026-11-06
Integras Partners LLC
INCREASED809737+72+10%$543.0K$598.8K+$55.8K2026-10-30
LVZ, Inc.
UNCHANGED80380300%$591.3K$594.0K+$2.7K2026-10-20
N10 Wealth, LLC
INCREASED800507+293+58%$373.4K$591.8K+$218.5K2026-10-14
Mustard Seed Financial, LLC
INCREASED799795+4+1%$585.5K$591.1K+$5.6K2026-10-30
ProVise Management Group, LLC
DECREASED7983,675-2,877-78%$2.7M$590.3K-$2.1M2026-11-06
Tiller Private Wealth, Inc.
INCREASED798778+20+3%$572.9K$590.3K+$17.4K2026-10-26
Markowski Investments
INCREASED797776+21+3%$571.8K$589.4K+$17.6K2026-10-30
Commonwealth Retirement Investments LLC
INCREASED797790+7+1%$581.4K$589.4K+$8.0K2026-10-26
Sentinel Advisory Group, LLC
DECREASED794831-37-4%$611.9K$587.4K-$24.6K2026-10-20
Rooted Wealth Advisors, Inc.
UNCHANGED79279200%$583.5K$583.5K$02026-11-03
Granite Islands Private Wealth, LLC
INCREASED790295+495+168%$210.8K$584.7K+$374.0K2026-10-16
Fulcrum Wealth Advisors, LLC
DECREASED786811-25-3%$597.2K$581.6K-$15.7K2026-10-16
Adelphi Trust Co
INCREASED782756+26+3%$556.7K$578.5K+$21.8K2026-10-05
Charter Capital Management, Llc\de
INCREASED781780+1+0%$574.6K$577.5K+$3.0K2026-10-28
MRA Advisory Group
UNCHANGED77677600%$571.2K$574.2K+$2.9K2026-10-07
Sensible Money, LLC
DECREASED774793-19-2%$584.1K$572.8K-$11.4K2026-10-20
R2 Capital Strategies, LLC
INCREASED773665+108+16%$489.7K$571.9K+$82.1K2026-10-15
Avion Wealth
INCREASED773748+25+3%$550.0K$571.0K+$21.0K2026-11-04
Crown Wealth Group, LLC
DECREASED771961-190-20%$707.7K$570.4K-$137.3K2026-10-19
Mission Financial Group, LLC
INCREASED771766+5+1%$564.2K$570.0K+$5.8K2026-10-21
Advantage Trust Co
UNCHANGED77077000%$567.0K$569.6K+$2.6K2026-10-19
Vanguard Capital Wealth Advisors
INCREASED768765+3+0%$563.3K$568.1K+$4.8K2026-10-16
Shah Wealth Advisors, LLC
DECREASED7671,012-245-24%$745.2K$567.7K-$177.5K2026-11-06
Horizons Wealth Management
NEW765—+765——$565.9K—2026-10-05
Highland Financial Advisors, LLC
DECREASED765902-137-15%$664.4K$566.1K-$98.3K2026-10-19
Clark Wealth Partners
INCREASED765750+15+2%$552.8K$566.1K+$13.4K2026-10-19
Apeiron RIA LLC
INCREASED764710+54+8%$522.7K$566.8K+$44.0K2026-10-08
Kenora Financial, LLC
INCREASED764758+6+1%$558.2K$565.2K+$7.0K2026-10-20
LightSquare Wealth Management, LLC
DECREASED763806-43-5%$593.3K$564.5K-$28.8K2026-11-03
Grant Street Asset Management, Inc.
INCREASED762309+453+147%$227.5K$563.7K+$336.2K2026-10-26
Bangor Savings Bank
UNCHANGED76276200%$561.1K$563.7K+$2.6K2026-10-06
Wedgewood Investors Inc
DECREASED761855-94-11%$629.6K$563.1K-$66.5K2026-10-28
Collective Family Office LLC
UNCHANGED76076000%$559.6K$562.2K+$2.6K2026-10-05
Highland Capital Management, LLC
UNCHANGED76076000%$559.7K$562.2K+$2.6K2026-10-26
DecisionMap Wealth Management, LLC
INCREASED757566+191+34%$417.0K$560.3K+$143.2K2026-10-29
Shira Ridge Wealth Management
INCREASED757722+35+5%$531.4K$559.7K+$28.3K2026-10-09
Upper Left Wealth Management, LLC
UNCHANGED75675600%$556.7K$559.3K+$2.5K2026-10-14
Tectonic Advisors LLC
DECREASED754784-30-4%$577.1K$558.1K-$18.9K2026-10-22
Pension & Wealth Management Advisors, Inc.
DECREASED753764-11-1%$562.9K$557.6K-$5.2K2026-10-16
Butensky & Cohen Financial Security, Inc
DECREASED751770-19-2%$567.3K$555.9K-$11.5K2026-10-13
Bernicke Wealth Management, Ltd.
DECREASED750821-71-9%$604.6K$554.7K-$49.9K2026-11-06
Skylands Capital, LLC
UNCHANGED75075000%$552.3K$554.8K+$2.5K2026-10-21
Kirr Marbach & Co LLC
UNCHANGED75075000%$552.9K$555.4K+$2.5K2026-10-20
Parker Financial LLC
UNCHANGED75075000%$552.3K$554.8K+$2.5K2026-11-05
RMG Wealth Management LLC
INCREASED749638+111+17%$461.7K$527.8K+$66.0K2026-10-26
Graves Light Lenhart Wealth, Inc.
DECREASED748996-248-25%$733.5K$553.4K-$180.1K2026-10-09
Hohimer Wealth Management, LLC
DECREASED737791-54-7%$582.5K$545.3K-$37.1K2026-11-04
Collar Capital Management, LLC
DECREASED735745-10-1%$548.6K$543.7K-$4.9K2026-10-28
Kaufman Rossin Wealth, LLC
UNCHANGED73473400%$530.5K$542.8K+$12.3K2026-10-19
B.A. Schrock Wealth Management, Inc.
NEW733—+733——$543.7K—2026-10-15
Commerce Advisors, LLC
DECREASED732808-76-9%$595.0K$541.7K-$53.3K2026-10-19
Sara-Bay Financial
DECREASED732736-4-1%$541.8K$541.4K-$4342026-10-21
LTG Capital LLC
DECREASED731745-14-2%$548.6K$540.8K-$7.8K2026-11-04
Carson Advisory Inc.
DECREASED730792-62-8%$583.2K$540.0K-$43.2K2026-11-06
Vima LLC
DECREASED7293,119-2,390-77%$3.0M$539.5K-$2.4M2026-10-23
Providence Financial Advisors, LLC
DECREASED728774-46-6%$570.2K$538.8K-$31.4K2026-11-06
Collaborative Capital Advisors LLC
UNCHANGED72872800%$536.1K$538.6K+$2.5K2026-11-06
Next Level Private LLC
INCREASED727726+1+0%$534.9K$537.9K+$3.0K2026-10-20
Fiscal Wisdom Wealth Management, LLC
DECREASED726746-20-3%$549.2K$537.1K-$12.1K2026-10-16
Global View Capital Management LLC
DECREASED7251,475-750-51%$1.1M$536.3K-$549.9K2026-10-28
Vann Equity Management LLC
DECREASED724751-27-4%$553.0K$535.4K-$17.6K2026-10-08
Heritage Family Offices, LLP
UNCHANGED72372300%$532.4K$534.9K+$2.5K2026-11-02
Old Peak Finance LLC
UNCHANGED72372300%$532.4K$534.9K+$2.4K2026-11-02
BFI Infinity Ltd.
DECREASED722766-44-6%$564.1K$534.1K-$30.0K2026-10-16
Entrewealth, LLC
INCREASED721496+225+45%$354.5K$533.4K+$179.0K2026-10-14
Provident Wealth Management, LLC
DECREASED721851-130-15%$626.7K$533.4K-$93.3K2026-10-20
Atwater Malick LLC
UNCHANGED72172100%$530.9K$533.4K+$2.4K2026-10-15
Salvus Wealth Management, LLC
INCREASED719512+207+40%$376.7K$531.5K+$154.9K2026-10-13
Trust Co of the South
DECREASED718766-48-6%$564.1K$531.2K-$32.9K2026-10-21
Citrine Capital LLC
UNCHANGED71771700%$528.1K$530.6K+$2.4K2026-10-14
Buckhead Capital Management LLC
DECREASED716726-10-1%$534.4K$529.5K-$4.8K2026-11-03
Shepherd Street Advisors LLC
INCREASED713691+22+3%$496.0K$531.9K+$36.0K2026-10-21
MN Wealth Advisors, LLC
INCREASED712711+1+0%$524.0K$526.9K+$3.0K2026-10-23
Mayfair Advisory Group, LLC
UNCHANGED71171100%$486.6K$526.1K+$39.5K2026-10-20
Compass Wealth Management LLC
UNCHANGED71171100%$523.6K$526.0K+$2.4K2026-10-22
Courage Miller Partners, LLC
DECREASED7101,010-300-30%$743.8K$525.2K-$218.5K2026-10-21
Mycio Wealth Partners, LLC
UNCHANGED71071000%$522.8K$525.2K+$2.4K2026-11-04
Gordian Advisors LLC
UNCHANGED70970900%$522.2K$524.7K+$2.5K2026-10-30
IFS Advisors, LLC
INCREASED708431+277+64%$317.4K$523.8K+$206.4K2026-10-14
Pavion Blue Capital, LLC
UNCHANGED70870800%$521.3K$523.8K+$2.4K2026-11-05
Myecfo, LLC
DECREASED706712-6-1%$524.3K$522.3K-$2.0K2026-10-14
Corundum Group, Inc.
UNCHANGED70670600%$519.9K$522.3K+$2.4K2026-10-28
Baugh & Associates, LLC
DECREASED702770-68-9%$567.3K$499.6K-$67.7K2026-10-16
Eubel Brady & Suttman Asset Management Inc
UNCHANGED70170100%$516.0K$519.0K+$3.0K2026-11-04
Shade Tree Advisors LLC
NEW700—+700——$517.8K—2026-10-22
Pioneer Trust Bank N A
INCREASED700600+100+17%$441.8K$517.8K+$76.0K2026-11-06
Vertrix Wealth Management, LLC
UNCHANGED69869800%$513.6K$516.2K+$2.6K2026-10-13
Capital Investment Counsel, Inc
DECREASED697712-15-2%$524.3K$515.6K-$8.7K2026-10-20
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED69669600%$512.5K$514.9K+$2.3K2026-10-27
Calder Financial LLC
DECREASED695795-100-13%$585.1K$514.4K-$70.7K2026-10-13
Willis Johnson Wealth, Inc.
UNCHANGED69369300%$510.0K$512.4K+$2.4K2026-11-03
Wealthstar Advisors, LLC
DECREASED692708-16-2%$521.2K$511.9K-$9.3K2026-10-19
Addison Advisors LLC
DECREASED690704-14-2%$518.2K$510.2K-$7.9K2026-11-06
Arrien Investments, Inc.
UNCHANGED68868800%$506.6K$509.0K+$2.3K2026-10-30
LEE Danner & Bass Inc
UNCHANGED68368300%$503.0K$505.3K+$2.3K2026-10-27
KMG Fiduciary Partners, LLC
DECREASED681693-12-2%$510.3K$503.8K-$6.5K2026-10-14
SevenBridge Financial Group, LLC
UNCHANGED68168100%$492.1K$488.5K-$3.7K2026-10-26
Veltria Advisors Corp.
INCREASED679656+23+4%$483.1K$502.3K+$19.2K2026-11-05
LMG Wealth Partners, LLC
INCREASED678545+133+24%$401.5K$501.8K+$100.3K2026-11-05
Tandem Capital Management Corp
UNCHANGED67867800%$499.3K$501.6K+$2.3K2026-10-22
Elser Financial Planning, Inc
UNCHANGED67667600%$497.9K$500.2K+$2.3K2026-10-16
Veratis Advisors, Inc.
DECREASED675688-13-2%$506.4K$499.9K-$6.6K2026-11-03
Solutions 4 Wealth, Ltd
DECREASED675686-11-2%$504.8K$499.2K-$5.6K2026-11-03
Foundry Financial LLC
DECREASED673727-54-7%$535.7K$498.0K-$37.7K2026-10-16
Udine Wealth Management, Inc.
INCREASED672651+21+3%$479.4K$497.1K+$17.7K2026-10-23
Altura Wealth Advisors Inc.
DECREASED672685-13-2%$504.8K$496.9K-$7.9K2026-10-22
Elevated Financial Group LLC
UNCHANGED67067000%$493.4K$495.6K+$2.3K2026-10-16
Lexington Hill Partners, LLC
NEW669—+669——$494.9K—2026-10-13
Kingsbury Capital Investment Advisors LLC
DECREASED667746-79-11%$549.4K$493.5K-$55.9K2026-10-20
Carnegie Lake Advisors LLC
DECREASED664732-68-9%$539.0K$491.2K-$47.8K2026-11-06
Mengis Capital Management, Inc.
DECREASED662685-23-3%$504.4K$489.7K-$14.7K2026-10-13
Quadrant Capital Group LLC
INCREASED662660+2+0%$486.2K$492.5K+$6.2K2026-10-20
Phillips Financial Management, LLC
UNCHANGED66266200%$487.8K$490.0K+$2.2K2026-10-19
Orgel Wealth Management, LLC
UNCHANGED66066000%$486.3K$488.5K+$2.2K2026-10-14
Washington Trust Advisors, Inc.
UNCHANGED66066000%$486.0K$488.2K+$2.2K2026-10-22
tru Independence LLC
INCREASED658630+28+4%$463.8K$486.8K+$23.0K2026-10-20
Kuhn & Co Investment Counsel
INCREASED657433+224+52%$319.1K$486.3K+$167.2K2026-10-29
Hopwood Financial Services, Inc.
UNCHANGED65765700%$483.7K$485.9K+$2.2K2026-10-29
marrick wealth, LLC
DECREASED656696-40-6%$512.5K$485.3K-$27.2K2026-10-20
Madden Securities Corp
UNCHANGED65365300%$480.9K$483.1K+$2.2K2026-10-27
Letson Investment Management, Inc.
UNCHANGED65265200%$480.2K$482.4K+$2.2K2026-11-05
Santori & Peters, Inc.
INCREASED651649+2+0%$478.3K$481.3K+$3.0K2026-10-26
Matisse Capital
INCREASED651650+1+0%$479.0K$481.9K+$3.0K2026-10-29
Sloy Dahl & Holst, LLC
DECREASED650655-5-1%$482.4K$480.9K-$1.5K2026-10-14
Keeler & Nadler Financial Planning & Wealth Management
INCREASED650649+1+0%$478.0K$480.8K+$2.8K2026-10-28
LCM Capital Management Inc
DECREASED649656-7-1%$483.3K$480.1K-$3.2K2026-10-20
Edgemoor Investment Advisors, Inc.
INCREASED649647+2+0%$476.5K$480.1K+$3.7K2026-11-03
Tufton Capital Management
UNCHANGED64964900%$478.0K$480-$477.5K2026-10-20
Sutton Place Investors LLC
UNCHANGED64964900%$477.9K$480.1K+$2.2K2026-10-20
Churchill Financial Advisors, LLC
INCREASED648515+133+26%$379.2K$479.4K+$100.1K2026-10-20
Investment Insight Wealth Management, LLC
INCREASED647577+70+12%$424.6K$478.4K+$53.8K2026-10-30
Rare Wolf Capital LLC
UNCHANGED64764700%$476.5K$478.6K+$2.2K2026-10-20
New Hampshire Trust
UNCHANGED64664600%$475.7K$477.9K+$2.2K2026-10-20
Rise Advisors, LLC
UNCHANGED64564500%$474.8K$477.5K+$2.7K2026-10-16
Altiora Financial Group, LLC
UNCHANGED64564500%$475.1K$477.4K+$2.3K2026-11-04
IronBridge Private Wealth, LLC
NEW644—+644——$476.1K—2026-11-03
GK Wealth Management LLC
DECREASED643827-184-22%$609.9K$476.0K-$133.9K2026-10-09
Hunter Associates Investment Management LLC
INCREASED643631+12+2%$464.0K$476.0K+$12.0K2026-10-26
Kingsman Wealth Management, Inc.
INCREASED642582+60+10%$428.8K$474.9K+$46.1K2026-10-13
Adell Harriman & Carpenter Inc
INCREASED642600+42+7%$442.3K$475.4K+$33.1K2026-11-02
RKL Wealth Management LLC
INCREASED641584+57+10%$430.1K$474.2K+$44.1K2026-10-16
Friedenthal Financial
NEW640—+640——$473.5K—2026-10-27
Downshift Financial, LLC
INCREASED640595+45+8%$438.0K$473.3K+$35.3K2026-10-13
Matthew Goff Investment Advisor, LLC
DECREASED637706-69-10%$519.9K$471.2K-$48.7K2026-10-13
Trueblood Wealth Management, LLC
INCREASED636635+1+0%$467.8K$470.3K+$2.5K2026-10-23
Cranbrook Wealth Management, LLC
UNCHANGED63663600%$468.4K$470.5K+$2.1K2026-10-28
Next Level Wealth Planning, LLC
DECREASED635637-20%$468.7K$469.5K+$7862026-10-29
Moody Lynn Lieberson & Walker, LLC
UNCHANGED63363300%$466.1K$468.3K+$2.1K2026-10-14
Blodgett Wealth Advisors, LLC
UNCHANGED63363300%$466.1K$468.2K+$2.2K2026-10-23
Clearwave Capital, LLC
INCREASED631628+3+0%$462.8K$466.5K+$3.7K2026-10-27
Mountain Hill Investment Partners Corp.
UNCHANGED63163100%$464.7K$466.8K+$2.1K2026-10-23
KTF Investments, LLC
DECREASED630637-7-1%$469.1K$466.1K-$3.0K2026-10-23
Signature Resources Capital Management, LLC
INCREASED630629+1+0%$463.2K$466.1K+$2.9K2026-10-16
Vista Investment Partners II, LLC
DECREASED6291,353-724-54%$996.3K$465.3K-$531.0K2026-10-15
Etesian Wealth Advisors, Inc.
INCREASED629513+116+23%$377.8K$465.3K+$87.5K2026-10-27
Evermay Wealth Management LLC
DECREASED629683-54-8%$503.0K$465.3K-$37.6K2026-11-05
Ethic Inc.
INCREASED628520+108+21%$382.9K$464.6K+$81.6K2026-11-03
Strategic Point Investment Advisors, LLC
DECREASED626649-23-4%$477.9K$463.1K-$14.8K2026-10-29
Missouri Trust & Investment Co
DECREASED625845-220-26%$581.4K$462.4K-$119.0K2026-11-04
Single Point Partners, LLC
DECREASED624626-20%$461.0K$461.6K+$6302026-10-19
Independent Investors Inc
INCREASED623383+240+63%$282.0K$460.9K+$178.8K2026-10-30
First Hawaiian Bank
DECREASED623689-66-10%$507.4K$460.9K-$46.5K2026-10-14
True Link Financial Advisors, LLC
INCREASED621491+130+26%$361.4K$459.2K+$97.8K2026-10-27
1834 Investment Advisors Co
INCREASED620427+193+45%$314.4K$458.7K+$144.2K2026-10-16
Navigate Wealth Management, LLC
INCREASED620611+9+1%$425.0K$466.1K+$41.1K2026-10-14
Yankcom Partnership
DECREASED619741-122-16%$545.7K$457.9K-$87.8K2026-10-15
CMH Wealth Management LLC
DECREASED616651-35-5%$479.9K$456.2K-$23.8K2026-10-22
Focus Wealth Advisors, LLC
UNCHANGED61561500%$452.9K$455.0K+$2.1K2026-10-14
Founders Grove Wealth Partners, LLC
INCREASED612604+8+1%$444.8K$452.9K+$8.1K2026-10-16
New England Professional Planning Group Inc.
UNCHANGED61161100%$449.9K$452.0K+$2.1K2026-10-29
CGC Financial Services, LLC
UNCHANGED61161100%$449.9K$452.0K+$2.1K2026-10-13
Mtco Ltd.
UNCHANGED61161100%$449.9K$452.0K+$2.1K2026-10-08
Mandatum Life Insurance Co Ltd
UNCHANGED61061000%$449.2K$451.3K+$2.1K2026-11-06
Clean Yield Group
UNCHANGED61061000%$449.2K$451.3K+$2.1K2026-10-28
Braun-Bostich & Associates Inc.
DECREASED609614-5-1%$452.2K$450.5K-$1.6K2026-10-20
Berman McAleer LLC
UNCHANGED60960900%$448.5K$450.5K+$2.1K2026-10-16
Glass Wealth Management Co LLC
UNCHANGED60960900%$448.1K$450.2K+$2.1K2026-10-28
Capstone Wealth Management Group, Inc.
UNCHANGED60660600%$446.4K$448.5K+$2.1K2026-10-19
TriaGen Wealth Management LLC
INCREASED605553+52+9%$407.2K$447.6K+$40.3K2026-10-14
Harbour Capital Advisors, LLC
INCREASED605575+30+5%$417.2K$447.6K+$30.4K2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED602287+315+110%$211.6K$445.5K+$233.9K2026-10-28
RBA Wealth Management, LLC
INCREASED601566+35+6%$416.8K$444.6K+$27.8K2026-10-28
West Wealth Group, LLC
INCREASED600598+2+0%$441.1K$443.6K+$2.5K2026-10-14
Forza Wealth Management, LLC
UNCHANGED60060000%$441.8K$443.9K+$2.0K2026-10-20
FinDec Wealth Services, Inc.
INCREASED599288+311+108%$212.0K$443.2K+$231.2K2026-10-30
PTM Wealth Management, LLC
UNCHANGED59859800%$409.3K$454.4K+$45.1K2026-10-23
Rodgers & Associates, LTD
UNCHANGED59759700%$439.8K$441.9K+$2.0K2026-10-20
Peak Wealth Management LLC
DECREASED592687-95-14%$506.1K$424.6K-$81.5K2026-10-26
ARK & TLK Investments, LLC
DECREASED592628-36-6%$462.4K$437.9K-$24.5K2026-10-20
Interchange Capital Partners, LLC
UNCHANGED59259200%$435.9K$437.9K+$2.0K2026-10-28
City State Bank
UNCHANGED59259200%$435.9K$437.9K+$2.0K2026-10-20
LifeWealth Investments, LLC
DECREASED591660-69-10%$486.0K$437.2K-$48.8K2026-10-21
Baldwin Wealth Partners LLC
INCREASED589531+58+11%$391.0K$435.7K+$44.7K2026-10-13
Southern Financial Group, LLC
INCREASED585522+63+12%$384.5K$433.2K+$48.7K2026-10-30
Integris Wealth Management, LLC
INCREASED584579+5+1%$426.3K$432.1K+$5.7K2026-10-14
North Berkeley Wealth Management, LLC
INCREASED584583+1+0%$429.3K$432.0K+$2.7K2026-11-02
Creative Capital Management Investments LLC
INCREASED583528+55+10%$388.8K$431.3K+$42.5K2026-10-28
Laurel Wealth Advisors LLC
INCREASED582575+7+1%$423.5K$430.6K+$7.1K2026-10-27
Trinity Financial Advisors LLC
DECREASED574623-49-8%$459.6K$424.7K-$34.9K2026-10-09
CLG LLC
DECREASED571726-155-21%$534.4K$422.4K-$112.0K2026-10-13
Worth Financial Advisory Group, LLC
DECREASED571607-36-6%$447.3K$422.3K-$25.0K2026-10-19
Hidden Cove Wealth Management, LLC
DECREASED571572-10%$421.2K$422.4K+$1.2K2026-10-19
Summit Investment Advisory Services, LLC
INCREASED570515+55+11%$378.9K$421.4K+$42.5K2026-11-03
Elevate Wealth Advisory, Inc
UNCHANGED56956900%$419.5K$421.4K+$1.9K2026-10-29
Clear Investment Research, LLC
UNCHANGED56956900%$419.0K$420.9K+$1.9K2026-11-06
Gallacher Capital Management LLC
DECREASED566774-208-27%$569.6K$419.1K-$150.6K2026-10-30
Bishop & Co Investment Management, LLC
UNCHANGED56656600%$416.8K$418.7K+$1.9K2026-11-05
Portus Wealth Advisors, LLC
DECREASED565593-28-5%$436.8K$418.1K-$18.7K2026-10-13
Demars Financial Group, LLC
NEW561—+561——$414.6K—2026-10-22
First American Bank
UNCHANGED56056000%$412.4K$414.3K+$1.9K2026-10-27
Cherry Tree Wealth Management, LLC
INCREASED557556+1+0%$409.7K$411.8K+$2.1K2026-10-15
Wheels Up Wealth, Inc.
UNCHANGED55755700%$410.4K$412.3K+$1.9K2026-10-27
Northern Lights Advisors, Inc.
NEW555—+555——$410.8K—2026-10-21
IMZ Advisory Inc
INCREASED555554+1+0%$408.2K$410.4K+$2.2K2026-11-03
DMC Group, LLC
UNCHANGED55555500%$408.7K$410.6K+$1.9K2026-10-26
Verus Financial Partners, Inc.
UNCHANGED55355300%$407.2K$409.1K+$1.9K2026-10-29
Carlson Financial, Inc.
DECREASED552579-27-5%$426.5K$408.7K-$17.8K2026-11-05
Burkett Financial Services, LLC
INCREASED551550+1+0%$405.3K$407.6K+$2.3K2026-10-01
Constitution Capital LLC
UNCHANGED55155100%$405.8K$407.6K+$1.9K2026-10-23
Shaker Financial Services, LLC
UNCHANGED54954900%$404.7K$406.5K+$1.8K2026-10-14
Gainplan LLC
DECREASED548668-120-18%$491.9K$405.4K-$86.5K2026-10-09
Grandfield & Dodd, LLC
DECREASED547628-81-13%$462.5K$404.7K-$57.8K2026-10-29
Weaver Capital Management LLC
DECREASED547551-4-1%$317.8K$404.4K+$86.6K2026-10-15
Hurley Capital, LLC
DECREASED546561-15-3%$413.0K$404.3K-$8.7K2026-11-05
Cidel Asset Management Inc
INCREASED545460+85+18%$338.7K$403.2K+$64.4K2026-10-29
Financial Security Advisor, Inc.
DECREASED543567-24-4%$417.4K$402.2K-$15.2K2026-11-03
Birch Financial Group, LLC
NEW542—+542——$401.3K—2026-10-27
Canandaigua National Trust Co of Florida
NEW541—+541——$400.2K—2026-10-07
Measured Risk Portfolios, Inc.
INCREASED541524+17+3%$385.9K$400.2K+$14.3K2026-10-21
SilverOak Wealth Management LLC
INCREASED540514+26+5%$378.7K$399.7K+$21.0K2026-10-29
Lutz Financial Services LLC
UNCHANGED53953900%$396.9K$398.7K+$1.8K2026-11-06
Private Management Group Inc
DECREASED538900-362-40%$662.5K$397.7K-$264.8K2026-11-04
Capital City Trust Co
INCREASED538303+235+78%$223.1K$398.0K+$174.9K2026-10-22
Asset Management One Co., Ltd.
DECREASED537808-271-34%$595.0K$397.3K-$197.8K2026-10-27
Adkins Seale Capital Management LLC
DECREASED534584-50-9%$430.1K$395.0K-$35.0K2026-10-27
DDD Partners, LLC
INCREASED534530+4+1%$390.4K$395.2K+$4.8K2026-11-02
Shakespeare Wealth Management, LLC
DECREASED533542-9-2%$399.4K$394.1K-$5.3K2026-10-28
Financial Counselors Inc
UNCHANGED53353300%$392.5K$394.3K+$1.8K2026-10-22
Clay Northam Wealth Management, LLC
UNCHANGED53353300%$392.5K$394.3K+$1.8K2026-10-13
Jacobs & Co
UNCHANGED53253200%$391$393+$22026-10-09
WBI Investments, LLC
DECREASED5304,842-4,312-89%$3.6M$392.0K-$3.2M2026-11-05
Clarity Retirement & Wealth, LLC
DECREASED530546-16-3%$402.1K$392.1K-$10.0K2026-11-04
Rede Wealth, LLC
DECREASED529564-35-6%$415.3K$391.1K-$24.2K2026-10-22
Olistico Wealth, LLC
INCREASED529517+12+2%$380.8K$391.5K+$10.6K2026-10-05
Flagstone Financial Management
UNCHANGED52452400%$385.9K$387.6K+$1.8K2026-11-05
Whalen Wealth Management Inc.
NEW523—+523——$387.0K—2026-10-08
Auxano Advisors, LLC
DECREASED523552-29-5%$406.3K$386.7K-$19.6K2026-11-06
Bull Oak Capital, LLC
UNCHANGED52352300%$385.1K$386.9K+$1.8K2026-10-23
Providence First Trust Co
UNCHANGED52352300%$385.1K$386.9K+$1.8K2026-11-02
Congress Asset Management Co
INCREASED522395+127+32%$291.1K$386.0K+$94.9K2026-10-06
Legacy Wealth Management, LLC
INCREASED522513+9+2%$377.4K$385.8K+$8.4K2026-10-22
Martel Wealth Advisors LLC
NEW520—+520——$384.7K—2026-10-14
Nestegg Advisors, Inc.
UNCHANGED52052000%$383.1K$384.7K+$1.5K2026-10-21
Wingate Wealth Advisors, Inc.
INCREASED518511+7+1%$376.1K$383.0K+$6.9K2026-10-26
Shearwater Capital LLC
UNCHANGED51851800%$381.5K$383.2K+$1.7K2026-10-13
Wheelhouse Advisory Group LLC
INCREASED517345+172+50%$253.8K$382.6K+$128.8K2026-10-20
Vaughan & Co Securities, Inc.
UNCHANGED51651600%$380.0K$381.7K+$1.7K2026-10-23
Clarity Wealth Development LLC
DECREASED515560-45-8%$412.5K$381.1K-$31.4K2026-10-22
Oliver Luxxe Assets LLC
DECREASED515540-25-5%$397.7K$381.1K-$16.6K2026-10-14
Stewardship Concepts Financial Services LLC
UNCHANGED51351300%$377.7K$379.4K+$1.7K2026-10-06
W Advisors, LLC
NEW512—+512——$378.9K—2026-11-02
Aull & Monroe Investment Management Corp
DECREASED512620-108-17%$456.6K$378.8K-$77.8K2026-10-16
Investment Management Trust, LLC
INCREASED512437+75+17%$321.8K$379.1K+$57.3K2026-11-05
Murphy & Mullick Capital Management Corp
INCREASED511454+57+13%$334.3K$378.1K+$43.8K2026-11-02
Delta Financial Advisors LLC
UNCHANGED51151100%$376.3K$378.0K+$1.7K2026-10-27
First County Bank
INCREASED509489+20+4%$360.1K$376.5K+$16.4K2026-10-13
Hudson Capital Management LLC
DECREASED509512-3-1%$377.0K$376.5K-$4942026-10-20
Elyxium Wealth, LLC
UNCHANGED50950900%$375.0K$376.8K+$1.8K2026-10-27
Wealth Management Resources, Inc.
INCREASED508507+1+0%$373.5K$375.5K+$2.0K2026-10-21
Farmers & Merchants Trust Co of Long Beach
UNCHANGED50850800%$374.1K$375.8K+$1.7K2026-10-22
DWR Wealth Management, LLC
DECREASED504682-178-26%$494.1K$372.2K-$121.9K2026-10-13
Burford Brothers, Inc.
INCREASED504464+40+9%$341.7K$372.8K+$31.1K2026-10-21
Mosley Wealth Management
DECREASED504506-20%$372.6K$366.9K-$5.7K2026-10-16
Vision Capital Management, Inc.
UNCHANGED50450400%$371.0K$372.7K+$1.7K2026-10-20
G2 Capital Management, LLC / OH
UNCHANGED50350300%$370.4K$372.1K+$1.7K2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED502346+156+45%$254.8K$371.3K+$116.4K2026-10-26
EnRich Financial Partners LLC
UNCHANGED49749700%$366.0K$367.7K+$1.7K2026-10-21
Postrock Partners LLC
UNCHANGED49749700%$366.0K$367.7K+$1.7K2026-11-02
Puff Wealth Management, LLC
DECREASED495632-137-22%$465.2K$365.8K-$99.4K2026-10-07
Holos Integrated Wealth LLC
UNCHANGED49549500%$350.9K$355.4K+$4.5K2026-10-23
Whitcomb & Hess, Inc.
DECREASED494496-20%$365.3K$365.4K+$1922026-10-07
Essential Investment Partners LLC
NEW493—+493——$364.8K—2026-10-27
Centerpoint Advisors, LLC
DECREASED493574-81-14%$423.0K$365.0K-$58.0K2026-11-05
Impact Capital Partners LLC
INCREASED491350+141+40%$257.7K$363.2K+$105.5K2026-10-22
Capital Square, LLC
UNCHANGED48948900%$354.8K$361.8K+$7.0K2026-10-19
Moisand Fitzgerald Tamayo, LLC
INCREASED486419+67+16%$308.9K$359.9K+$51.0K2026-10-15
Cooper Capital Advisors LLC
INCREASED486459+27+6%$337.9K$359.6K+$21.7K2026-10-29
Abacus Wealth Partners, LLC
DECREASED4851,505-1,020-68%$1.1M$358.8K-$749.5K2026-11-03
Kelly Financial Services LLC
INCREASED485466+19+4%$343.1K$358.6K+$15.5K2026-10-20
Gemmer Asset Management LLC
NEW484—+484——$358.2K—2026-10-16
Platt Wealth Management LLC
INCREASED484375+109+29%$276.0K$358.0K+$82.0K2026-11-04
Piedmont Capital Management, LLC
UNCHANGED48248200%$354.9K$356.6K+$1.6K2026-10-21
Seneca Financial Advisors LLC
UNCHANGED47947900%$352.7K$354.4K+$1.6K2026-10-28
Townsend & Associates, Inc
INCREASED476456+20+4%$317.5K$338.1K+$20.5K2026-10-23
One Advisory Partners, LLC
UNCHANGED47647600%$350.8K$352.4K+$1.6K2026-10-22
LWM Advisors Inc
UNCHANGED47647600%$350.5K$352.2K+$1.6K2026-10-08
ForthRight Wealth Management, LLC
DECREASED475483-8-2%$355.8K$351.6K-$4.2K2026-11-06
Stordahl Capital Management, Inc.
UNCHANGED47447400%$349.1K$350.7K+$1.6K2026-10-22
EagleClaw Capital Managment, LLC
DECREASED473720-247-34%$530.2K$349.9K-$180.3K2026-11-06
Carmel Capital Partners, LLC
NEW472—+472——$349.2K—2026-11-03
Stirlingshire Investments, Inc.
INCREASED472363+109+30%$267.5K$349.6K+$82.1K2026-11-05
3Chopt Investment Partners, LLC
UNCHANGED47147100%$347.2K$348.8K+$1.6K2026-10-30
Gould Asset Management LLC
DECREASED470500-30-6%$368.2K$347.7K-$20.5K2026-11-06
Sage Rhino Capital LLC
INCREASED469458+11+2%$337.2K$346.7K+$9.5K2026-10-28
Fund Evaluation Group, LLC
NEW468—+468——$346.2K—2026-11-05
United Financial Planning Group LLC
UNCHANGED46746700%$343.9K$345.5K+$1.6K2026-11-04
Marest Capital, LLC
UNCHANGED46746700%$344.2K$346.1K+$2.0K2026-10-23
Seven Mile Advisory
UNCHANGED46746700%$343.9K$345.5K+$1.6K2026-10-22
Ballast, Inc.
UNCHANGED46646600%$343.2K$344.7K+$1.6K2026-10-20
Corrado Advisors, LLC
INCREASED464454+10+2%$334.3K$343.3K+$9.0K2026-10-27
Brian LOW Financial Group, LLC
NEW462—+462——$342.1K—2026-10-28
Sendero Wealth Management, LLC
DECREASED461583-122-21%$429.3K$341.0K-$88.3K2026-10-14
ACT Wealth Management, LLC
INCREASED459402+57+14%$296.0K$339.8K+$43.8K2026-10-09
Leisure Capital Management
UNCHANGED45845800%$337.3K$338.8K+$1.5K2026-11-03
Bauman Advisory Group, LLC
INCREASED456276+180+65%$203.5K$337.0K+$133.6K2026-10-29
Premier Path Wealth Partners, LLC
INCREASED456442+14+3%$325.4K$337.6K+$12.2K2026-10-16
Palatine Hill Wealth Management, LLC
INCREASED455445+10+2%$327.7K$336.6K+$8.9K2026-11-03
Allied Investment Advisors, LLC
INCREASED452396+56+14%$291.6K$334.4K+$42.8K2026-10-13
Yardley Wealth Management LLC
INCREASED451440+11+3%$324.3K$333.5K+$9.2K2026-10-23
Prosperity Advisers, LLC
UNCHANGED45045000%$331.7K$333.2K+$1.5K2026-10-28
RS Crum Inc.
INCREASED449447+2+0%$329.5K$332.0K+$2.5K2026-10-19
Hilton Head Capital Partners, LLC
UNCHANGED44844800%$329.9K$331.4K+$1.5K2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED44844800%$329.9K$331.4K+$1.5K2026-10-07
Dupree Financial Group, LLC
DECREASED4476,534-6,087-93%$4.8M$330.7K-$4.5M2026-10-09
Stone House Investment Management, LLC
INCREASED447333+114+34%$245.4K$330.9K+$85.5K2026-10-23
Johnson Bixby & Associates, LLC
DECREASED447515-68-13%$379.2K$330.6K-$48.6K2026-10-14
First Pacific Financial
DECREASED447452-5-1%$332.5K$330.5K-$2.1K2026-10-14
Studio Investment Management LLC
DECREASED446486-40-8%$358.3K$330.2K-$28.0K2026-10-22
Equity Wealth Partners, LLC
INCREASED444442+2+0%$325.2K$328.5K+$3.3K2026-10-26
Paradigm, Strategies in Wealth Management, LLC
DECREASED443477-34-7%$351.1K$328.0K-$23.2K2026-10-16
GEM Asset Management, LLC
DECREASED442477-35-7%$351.3K$327.3K-$23.9K2026-10-13
Rubicon Advisors, GP
NEW441—+441——$326.4K—2026-10-23
Journey Retirement Planning & Investment Management LLC
INCREASED440371+69+19%$273.2K$325.8K+$52.6K2026-10-09
Forbes J M & Co LLP
UNCHANGED43943900%$323.3K$324.8K+$1.5K2026-10-16
Castleview Partners, LLC
DECREASED438447-9-2%$329.7K$324.6K-$5.1K2026-10-09
Thoma Capital Management LLC
DECREASED436479-43-9%$353.3K$322.7K-$30.6K2026-10-19
Cap Partners, LLC
INCREASED436409+27+7%$301.4K$322.2K+$20.8K2026-10-19
Vestia Personal Wealth Advisors
NEW433—+433——$320.5K—2026-10-20
Certior Financial Group, LLC
DECREASED4332,438-2,005-82%$1.8M$320.1K-$1.5M2026-10-19
Sunpointe, LLC
DECREASED433540-107-20%$398.0K$320.1K-$77.9K2026-10-22
Western Reserve Capital Management, LLC
UNCHANGED43243200%$318.1K$319.6K+$1.5K2026-10-14
Austin Asset Management Co Inc
INCREASED431327+104+32%$241.0K$318.8K+$77.8K2026-10-29
Piscataqua Savings Bank
UNCHANGED43143100%$317.4K$318.8K+$1.5K2026-10-21
Centennial Advisors, LLC
DECREASED430508-78-15%$374.0K$318.1K-$55.9K2026-10-21
Maltin Wealth Management, Inc.
INCREASED429428+1+0%$315.3K$317.1K+$1.7K2026-10-13
Investors Research Corp
INCREASED428417+11+3%$307.0K$316.8K+$9.7K2026-10-07
626 Financial, LLC
INCREASED427409+18+4%$301.2K$316.0K+$14.7K2026-11-04
Acute Investment Advisory, LLC
DECREASED427440-13-3%$324.0K$315.9K-$8.1K2026-10-16
ASL Financial, LLC
UNCHANGED42742700%$314.4K$315.9K+$1.4K2026-10-15
Integrated Capital Management, Inc.
UNCHANGED42742700%$314.1K$315.9K+$1.8K2026-10-09
Leverty Financial Group, LLC
DECREASED425426-10%$313.7K$314.4K+$6962026-10-08
Phraction Management LLC
UNCHANGED42542500%$313.0K$314.4K+$1.4K2026-10-14
Valley Brook Capital Group, Inc.
INCREASED424318+106+33%$234.2K$313.7K+$79.5K2026-10-26
Stone Loft Wealth Management LLC
DECREASED423430-7-2%$309.0K$313.3K+$4.3K2026-11-03
Mainstream Capital Management LLC
UNCHANGED42342300%$311.5K$312.9K+$1.4K2026-10-23
Fidelis iM, LLC
NEW422—+422——$311.9K—2026-10-16
Old North State Wealth Management, LLC
INCREASED421391+30+8%$290.1K$313.6K+$23.5K2026-10-22
Gimbal Financial
INCREASED420381+39+10%$280.2K$310.4K+$30.2K2026-10-19
Middleton & Co Inc
UNCHANGED42042000%$309.3K$310.7K+$1.4K2026-10-23
SFI Advisors, LLC
DECREASED418518-100-19%$381.5K$309.2K-$72.2K2026-10-30
Hardworking Capital Advisors, LLC
DECREASED418420-20%$309.3K$309.2K-$642026-10-20
Level Wealth Management LLC
INCREASED416312+104+33%$229.8K$308.1K+$78.3K2026-10-23
Bell & Brown Wealth Advisors, LLC
INCREASED416415+1+0%$305.8K$307.4K+$1.6K2026-10-16
American Capital Advisory, LLC
INCREASED416415+1+0%$305.8K$307.4K+$1.6K2026-10-28
Independence Financial Advisors, LLC
UNCHANGED41641600%$306.3K$308.0K+$1.7K2026-10-08
Hughes Financial Services, LLC
INCREASED412398+14+4%$293.1K$294.7K+$1.6K2026-10-30
Staley Capital Advisers Inc
DECREASED412416-4-1%$306.3K$304.8K-$1.6K2026-11-06
Pacific Wealth Management
UNCHANGED41241200%$303.2K$304.6K+$1.4K2026-10-05
Sunburst Financial Group, LLC
DECREASED411412-10%$303.4K$304.0K+$6482026-10-09
L.K. Benson & Company, P.C.
DECREASED410558-148-27%$410.9K$303.3K-$107.6K2026-10-23
Oasis Advisors, LLC
INCREASED410321+89+28%$236.5K$302.8K+$66.3K2026-10-16
Stage Harbor Financial, LLC
UNCHANGED41041000%$301.9K$303.3K+$1.4K2026-11-03
Human Investing LLC
DECREASED409467-58-12%$343.9K$302.6K-$41.3K2026-10-19
Baer Investment Advisory LLC
DECREASED408426-18-4%$308.9K$301.8K-$7.1K2026-10-13
Midwest Financial Network, LLC
DECREASED406599-193-32%$440.7K$300.5K-$140.3K2026-10-13
Elco Management Co., LLC
UNCHANGED40640600%$299.0K$300.3K+$1.3K2026-10-14
Orin Green Financial, LLC
UNCHANGED40640600%$299.0K$300.3K+$1.4K2026-10-19
Brighton Securities Corp.
NEW405—+405——$299.6K—2026-10-08
Park Edge Advisors, LLC
DECREASED404431-27-6%$317.2K$298.7K-$18.5K2026-10-28
Hennion & Walsh Asset Management, Inc.
INCREASED404399+5+1%$293.9K$298.9K+$5.0K2026-10-13
Advus Financial Partners, LLC
INCREASED403289+114+39%$212.9K$298.8K+$85.9K2026-10-20
KOM Wealth Management Group, LLC
INCREASED403301+102+34%$221.7K$297.8K+$76.1K2026-10-15
Thompson Davis & Co., Inc.
INCREASED403402+1+0%$296.0K$297.7K+$1.7K2026-11-05
ARS Investment Partners, LLC
UNCHANGED40240200%$295.9K$297.2K+$1.4K2026-11-05
A&I Financial Services, LLC
NEW400—+400——$295.9K—2026-10-15
Mlp3, LLC
INCREASED400325+75+23%$239.3K$295.9K+$56.6K2026-10-22
CFC Planning Co LLC
INCREASED398378+20+5%$278.4K$294.4K+$16.1K2026-10-28
Vilga Financial Planning LLC
INCREASED392278+114+41%$204.7K$290.3K+$85.5K2026-10-09
AFG Fiduciary Services Limited Partnership
INCREASED391336+55+16%$239.4K$291.0K+$51.6K2026-10-21
Praetorian Wealth Management, Inc.
UNCHANGED38938900%$286.5K$287.8K+$1.3K2026-10-16
TFC Financial Management, Inc.
DECREASED388389-10%$286.2K$287.0K+$7732026-10-26
Cassilly Financial Group LLC
UNCHANGED38738700%$285.0K$286.2K+$1.2K2026-10-07
Decision Investments, Inc
UNCHANGED38738700%$285.0K$286.3K+$1.3K2026-10-07
Skyline Advisors, Inc.
INCREASED385384+1+0%$283.0K$284.6K+$1.6K2026-11-03
Cedar Point Capital Partners, LLC
UNCHANGED38538500%$283.5K$284.8K+$1.3K2026-10-29
Murphy Pohlad Asset Management LLC
NEW384—+384——$284.4K—2026-10-22
Quaker Wealth Management, LLC
DECREASED383384-10%$282.8K$283.4K+$6412026-10-22
First Fiduciary Investment Counsel, Inc.
UNCHANGED38338300%$282.0K$283.0K+$1.0K2026-10-27
Strid Group, LLC
DECREASED380388-8-2%$285.7K$281.1K-$4.6K2026-10-28
Legacy Bridge, LLC
DECREASED379380-10%$279.9K$280.4K+$5412026-10-28
Yoder Wealth Management, Inc.
UNCHANGED37937900%$279.1K$280.4K+$1.3K2026-10-13
Wise Wealth Partners
DECREASED3782,225-1,847-83%$1.6M$279.7K-$1.4M2026-10-14
Wealthcare Capital Management LLC
UNCHANGED37837800%$278.4K$279.6K+$1.3K2026-10-21
Hager Investment Management Services, LLC
DECREASED377388-11-3%$285.7K$278.9K-$6.8K2026-11-04
North Forty Two & Co.
UNCHANGED37737700%$278.0K$279.2K+$1.3K2026-10-19
MV Capital Management, Inc.
UNCHANGED37537500%$276.2K$277.4K+$1.3K2026-10-29
Beacon Wealthcare LLC
DECREASED373425-52-12%$313.0K$275.9K-$37.0K2026-10-02
Mowery & Schoenfeld Wealth Management, LLC
INCREASED373368+5+1%$271.0K$275.9K+$4.9K2026-10-28
Shelton Wealth Management, LLC
NEW372—+372——$275.2K—2026-10-16
Lincoln Capital LLC
DECREASED372373-10%$274.5K$275.7K+$1.3K2026-10-09
Brickley Wealth Management
UNCHANGED37237200%$273.9K$275.2K+$1.3K2026-11-04
Sterling Group Wealth Management, LLC
INCREASED371333+38+11%$245.3K$274.5K+$29.2K2026-11-03
5th Street Advisors, LLC
UNCHANGED37137100%$273.2K$274.5K+$1.3K2026-11-04
Cabot Wealth Management Inc
INCREASED370367+3+1%$270.4K$273.7K+$3.3K2026-11-05
Grand Central Investment Group
UNCHANGED36936900%$271.7K$273.0K+$1.2K2026-11-02
Gainline Financial Partners, LLC
NEW367—+367——$271.2K—2026-10-15
MW Advisory, LLC
INCREASED367307+60+20%$226.1K$271.5K+$45.4K2026-10-19
Boyd Wealth Management, LLC
NEW364—+364——$269.6K—2026-10-20
Weinberger Asset Management, Inc
UNCHANGED36436400%$255.1K$269.6K+$14.5K2026-10-28
Crescent Sterling, Ltd.
NEW363—+363——$268.5K—2026-10-16
PVG Asset Management Corp
DECREASED3636,234-5,871-94%$4.6M$268.8K-$4.3M2026-10-19
Mccarter Private Wealth Services LLC
INCREASED363278+85+31%$204.9K$268.7K+$63.8K2026-10-22
Nicholas Wealth, Llc.
INCREASED361346+15+4%$255.0K$267.4K+$12.5K2026-10-26
Stockman Wealth Management, Inc.
DECREASED361373-12-3%$274.7K$267.1K-$7.6K2026-10-27
Morling Financial Advisors, LLC
DECREASED359376-17-5%$277.0K$265.7K-$11.3K2026-10-28
Atlantic Edge Private Wealth Management, LLC
INCREASED358137+221+161%$100.9K$264.8K+$164.0K2026-10-20
Nordwand Advisors, LLC
INCREASED358353+5+1%$259.8K$264.7K+$4.9K2026-11-05
Coston, McIsaac & Partners
DECREASED357360-3-1%$263.0K$264.3K+$1.3K2026-11-06
Blossom Wealth Management
UNCHANGED35735700%$262.9K$264.1K+$1.2K2026-11-03
Scheeler Financial LLC
NEW356—+356——$263.4K—2026-10-13
Allstreet Capital Advisors LLC
DECREASED356376-20-5%$276.9K$263.4K-$13.5K2026-11-04
Financial Consulate, Inc
DECREASED356360-4-1%$265.3K$263.6K-$1.7K2026-10-23
Old Port Advisors
NEW355—+355——$262.6K—2026-10-23
Holland Advisory Services, Inc.
UNCHANGED35535500%$261.6K$262.9K+$1.3K2026-10-26
Waystone Advisors LLC
UNCHANGED35535500%$261.4K$261.4K$02026-10-16
LVW Advisors, LLC
UNCHANGED35535500%$261.1K$262.4K+$1.3K2026-10-19
Dahring | Cusmano LLC
DECREASED353413-60-15%$304.1K$261.4K-$42.6K2026-11-03
St. Johns Investment Management Company, LLC
INCREASED353352+1+0%$259.4K$260.9K+$1.5K2026-10-30
Shum Financial Group, Inc.
UNCHANGED35335300%$259.9K$261.1K+$1.2K2026-10-13
Advisory Advocates, LLC
INCREASED352321+31+10%$236.4K$260.4K+$24.0K2026-11-05
Dominguez Wealth Management Solutions, Inc.
UNCHANGED35235200%$259.0K$260.3K+$1.3K2026-10-07
GKV Capital Management Co., Inc.
UNCHANGED35135100%$258.5K$259.7K+$1.2K2026-11-06
MB, Levis & Associates, LLC
INCREASED350349+1+0%$257.3K$258.8K+$1.5K2026-10-16
Wernau Asset Management Inc.
UNCHANGED35035000%$257.7K$258.9K+$1.2K2026-10-19
Wilkins Investment Counsel Inc
UNCHANGED35035000%$257.7K$258.9K+$1.2K2026-11-03
Marble Harbor Investment Counsel, LLC
DECREASED349381-32-8%$280.4K$258.2K-$22.3K2026-11-06
SMH Capital Advisors Inc
UNCHANGED34934900%$256.8K$258.1K+$1.3K2026-10-29
Riverchase Wealth Management, LLC
DECREASED348414-66-16%$305.0K$257.6K-$47.4K2026-10-28
Ervin Investment Management, LLC
UNCHANGED34634600%$254.8K$256.0K+$1.2K2026-10-23
Cascade Investment Group, Inc.
DECREASED343388-45-12%$285.7K$253.7K-$32.0K2026-10-13
Summit Financial Consulting LLC
INCREASED342298+44+15%$219.4K$253.0K+$33.6K2026-10-15
Smallwood Wealth Investment Management, LLC
DECREASED341360-19-5%$265.2K$252.4K-$12.8K2026-10-30
Lifelong Wealth Advisors, Inc.
INCREASED341323+18+6%$237.7K$252.4K+$14.7K2026-10-19
Davidson Trust Co
INCREASED340296+44+15%$218.0K$251.5K+$33.5K2026-10-09
DB&C Advisors, LLC
INCREASED340304+36+12%$223.5K$251.4K+$27.9K2026-10-26
Portland Financial Advisors Inc
UNCHANGED33933900%$249.6K$250.8K+$1.1K2026-10-26
Detalus Advisors, LLC
UNCHANGED33933900%$249.6K$250.8K+$1.1K2026-10-15
JAG Capital Management, LLC
UNCHANGED33933900%$249.4K$250.7K+$1.3K2026-11-06
Bank of New Hampshire
DECREASED338676-338-50%$497.8K$250.0K-$247.8K2026-10-06
Level Financial Advisors
DECREASED336362-26-7%$266.8K$248.9K-$17.9K2026-10-13
SFE Investment Counsel
DECREASED335379-44-12%$278.9K$247.8K-$31.1K2026-10-29
Ethos Capital Management, Inc.
DECREASED335364-29-8%$268.1K$247.8K-$20.2K2026-11-03
KRS Capital Management, LLC
INCREASED335333+2+1%$245.2K$247.8K+$2.6K2026-10-16
Centennial Wealth Advisory LLC
INCREASED335334+1+0%$246.0K$247.8K+$1.9K2026-10-16
Copper Harbor Investment Advisors, LLC
UNCHANGED33433400%$245.9K$247.1K+$1.1K2026-10-16
Financial Harvest, LLC
UNCHANGED33433400%$246.0K$247.1K+$1.1K2026-10-15
AGP Franklin, LLC
INCREASED332329+3+1%$242.2K$245.6K+$3.3K2026-11-04
KFG LLC
NEW331—+331——$244.9K—2026-11-02
Towerpoint Wealth, LLC
DECREASED331741-410-55%$545.4K$244.7K-$300.7K2026-10-13
Cache Advisors, LLC
UNCHANGED33133100%$243.7K$244.9K+$1.1K2026-10-16
Marion Wealth Management
UNCHANGED33133100%$243.8K$245.0K+$1.2K2026-10-22
Mallini Complete Financial Planning LLC
UNCHANGED33133100%$244.1K$245.4K+$1.3K2026-10-06
Cascade Investment Advisors, Inc.
NEW330—+330——$244.1K—2026-11-02
ROI Financial Advisors, LLC
UNCHANGED32632600%$240.1K$241.2K+$1.1K2026-10-19
Guilbault Capital LLC
UNCHANGED32532500%$239.3K$240.4K+$1.1K2026-10-28
First National Bank Sioux Falls
UNCHANGED32532500%$208.2K$240.4K+$32.3K2026-10-13
Hoese & Co LLP
UNCHANGED32432400%$238.6K$239.7K+$1.1K2026-10-21
Birch Hill Investment Advisors LLC
DECREASED323326-3-1%$240.3K$239.1K-$1.1K2026-10-16
Cypress Capital, LLC
DECREASED322363-41-11%$267.6K$237.9K-$29.7K2026-10-20
Hedeker Wealth, LLC
INCREASED322319+3+1%$234.9K$238.2K+$3.3K2026-10-23
Westco Advisory Services Inc
UNCHANGED32032000%$235.6K$236.7K+$1.1K2026-10-14
Tran Capital Management, L.P.
UNCHANGED32032000%$235.6K$236.7K+$1.1K2026-10-19
E6 Portfolios, LLC
DECREASED319320-10%$235.3K$235.9K+$6162026-10-26
Voisard Asset Management Group, Inc.
INCREASED318290+28+10%$213.6K$235.2K+$21.7K2026-10-13
Royal Harbor Partners, LLC
INCREASED318304+14+5%$223.9K$235.2K+$11.4K2026-10-29
Verity Asset Management, Inc.
DECREASED316333-17-5%$245.6K$233.9K-$11.7K2026-10-30
Lebenthal Global Advisors, LLC
NEW315—+315——$233.1K—2026-10-28
Cullen Investment Group, Ltd.
INCREASED315308+7+2%$226.6K$234.8K+$8.2K2026-10-13
Fee-Only Financial Planning, L.C.
UNCHANGED31531500%$231.8K$232.9K+$1.1K2026-10-23
Robinswood Financial LLC
DECREASED311355-44-12%$261.5K$223.4K-$38.1K2026-10-20
Andrews Advisory Associates, LLC
INCREASED311310+1+0%$228.6K$229.7K+$1.1K2026-10-15
Chiron Capital Management, LLC
UNCHANGED31131100%$229.2K$230.2K+$1.0K2026-10-15
Wealth Advisors Northwest LLC
UNCHANGED31031000%$228.3K$229.3K+$1.0K2026-10-29
JHP Wealth Management, LLC
UNCHANGED30930900%$227.2K$228.5K+$1.3K2026-11-06
Flagship Capital Management Inc.
INCREASED308288+20+7%$212.1K$227.8K+$15.8K2026-10-20
Rolek Wealth Management LLC
UNCHANGED30830800%$227.1K$228.2K+$1.0K2026-10-21
Pines Wealth Management, LLC
DECREASED307678-371-55%$499.6K$227.1K-$272.5K2026-10-21
Foundation Wealth Management, Llc\pa
NEW306—+306——$226.6K—2026-10-14
AdviceOne Advisory Services, LLC
UNCHANGED30630600%$225.3K$226.4K+$1.0K2026-10-19
Norris Perne & French LLP
DECREASED305390-85-22%$287.3K$225.7K-$61.5K2026-10-23
Western Financial Corp
INCREASED305298+7+2%$219.4K$225.4K+$5.9K2026-10-14
Sentry LLC
UNCHANGED30530500%$224.6K$225.6K+$1.0K2026-10-30
Ascentis Wealth Management, LLC
INCREASED304264+40+15%$194.4K$225.6K+$31.2K2026-11-03
Builder Investment Group Inc
UNCHANGED30430400%$223.9K$224.9K+$1.0K2026-10-22
Shore Point Advisors, LLC
UNCHANGED30330300%$223.7K$224.9K+$1.1K2026-10-14
Spinnaker Investment Group, LLC
INCREASED302300+2+1%$221.6K$223.3K+$1.7K2026-10-13
Wealth Science Advisors LLC
UNCHANGED30230200%$222.4K$223.4K+$1.0K2026-10-09
Thor Investment Management Inc
NEW300—+300——$221.9K—2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED300343-43-13%$252.6K$222.0K-$30.7K2026-10-23
OAK Family Advisors, LLC
UNCHANGED30030000%$220.9K$221.9K+$1.0K2026-10-19
Flywheel Private Wealth LLC
UNCHANGED30030000%$220.9K$221.9K+$1.0K2026-11-02
Willis Investment Counsel
UNCHANGED30030000%$220.9K$221.9K+$1.0K2026-10-20
Polaris Investment Advisors, LLC
UNCHANGED30030000%$220.9K$221.9K+$1.0K2026-10-20
Tillman Hartley LLC
UNCHANGED30030000%$220.9K$221.9K+$1.0K2026-11-06
Community Bank & Trust, Waco, Texas
UNCHANGED30030000%$221.0K$222-$220.8K2026-10-19
Mainsail Asset Management, LLC
UNCHANGED29929900%$208.0K$227.3K+$19.2K2026-10-14
Magnolia Wealth Management, LLC
UNCHANGED29929900%$220.2K$221.2K+$1.0K2026-10-16
Forbes Financial Planning, Inc.
UNCHANGED29829800%$219.4K$220.5K+$1.0K2026-10-23
Boomfish Wealth Group, LLC
NEW297—+297——$219.6K—2026-10-22
Vannoy Advisory Group, Inc.
UNCHANGED29629600%$218.0K$219.0K+$9982026-10-13
Eagle Bluffs Wealth Management LLC
DECREASED295311-16-5%$229.3K$218.5K-$10.9K2026-10-20
SRH Advisors, LLC
UNCHANGED29529500%$217.2K$218.2K+$9942026-10-22
Sound Financial Strategies Group, LLC
UNCHANGED29529500%$217.2K$218.2K+$9942026-10-30
Cornerstone Management, Inc.
UNCHANGED29529500%$217.2K$218.2K+$9952026-10-16
Insight 2811, Inc.
UNCHANGED29329300%$215.8K$217.0K+$1.2K2026-11-06
Straight Path Wealth Management
DECREASED292407-115-28%$299.7K$216.0K-$83.7K2026-10-23
Birchwood Financial Partners, Inc.
INCREASED292278+14+5%$205.1K$215.8K+$10.8K2026-11-02
McNaughton Wealth Management, LLC
UNCHANGED29229200%$215.0K$216.0K+$9842026-10-09
Mid-American Wealth Advisory Group, Inc.
NEW290—+290——$214.4K—2026-10-21
Svrn Asset Management, LLC
UNCHANGED28928900%$212.8K$213.8K+$9742026-11-02
Journey Beyond Wealth, LLC
NEW288—+288——$213.0K—2026-11-04
Turning Point Benefit Group, Inc.
DECREASED288401-113-28%$292.4K$213.7K-$78.7K2026-10-28
Mueller Wealth, LLC
UNCHANGED28828800%$211.9K$213.1K+$1.2K2026-11-05
Watchman Group, Inc.
UNCHANGED28828800%$212.0K$213.1K+$1.0K2026-10-16
Argyle Capital Partners, LLC
UNCHANGED28828800%$212.0K$213.0K+$9922026-10-23
Burk Holdings LLC
DECREASED287292-5-2%$215.3K$212.3K-$2.9K2026-11-05
Horrell Capital Management, Inc.
UNCHANGED28728700%$211.3K$212.3K+$9672026-10-08
IVC Wealth Advisors LLC
UNCHANGED28428400%$209.1K$210.1K+$9572026-10-23
Augustine Asset Management Inc
UNCHANGED28428400%$209.1K$210.1K+$9572026-10-13
Vaquero Private Wealth, LTD
UNCHANGED28328300%$208.4K$209.4K+$9542026-10-27
Petersen Hastings Wealth Advisors Inc.
UNCHANGED28228200%$207.7K$208.6K+$9502026-10-27
Integrity Wealth Partners, LLC
NEW281—+281——$208.0K—2026-10-14
Smith & Howard Wealth Management, LLC
NEW280—+280——$207.0K—2026-10-27
Allen Wealth Management, LLC
DECREASED280300-20-7%$220.9K$207.1K-$13.8K2026-10-29
William John Sempolinski
UNCHANGED28028000%$206.2K$207.1K+$9442026-10-20
Partnership Wealth Management, LLC
UNCHANGED28028000%$206.2K$207.1K+$9442026-10-05
Nichols & Pratt Advisers LLP
UNCHANGED28028000%$206.2K$207.8K+$1.6K2026-10-13
Hudson Oak Wealth Advisory LLC
NEW279—+279——$206.4K—2026-10-16
Columbia Bank
NEW279—+279——$206.4K—2026-10-29
Nvest Wealth Strategies, Inc.
DECREASED279366-87-24%$269.5K$206.4K-$63.1K2026-10-14
Kessler Investment Group, LLC
UNCHANGED27927900%$205.5K$206.4K+$9402026-10-08
Peterson Wealth Advisors, LLC
NEW278—+278——$205.6K—2026-10-08
BG Investment Services, LLC
NEW277—+277——$205.1K—2026-10-23
Allen Capital Group, LLC
NEW276—+276——$203.9K—2026-10-27
Richwood Investment Advisors, LLC
NEW275—+275——$203.9K—2026-10-30
Philip James Wealth Mangement, LLC
DECREASED275315-40-13%$231.9K$203.4K-$28.5K2026-10-27
BNB Wealth Management, LLC
UNCHANGED27527500%$202.5K$203.4K+$9272026-10-28
West Branch Capital LLC
UNCHANGED27527500%$202.5K$203.4K+$9272026-10-20
Park State Asset Management
UNCHANGED27427400%$201.8K$202.8K+$9232026-11-02
Bigelow Investment Advisors, LLC
UNCHANGED27427400%$201.8K$202.7K+$9242026-10-13
Exchange Bank
DECREASED273285-12-4%$209.9K$202.0K-$7.9K2026-10-07
Schaper Benz & Wise Investment Counsel Inc
DECREASED271341-70-21%$251.1K$200.5K-$50.6K2026-10-09
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED26426400%$194.0K$195-$193.8K2026-10-14
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
INCREASED261159+102+64%$117.1K$193.1K+$76.0K2026-11-06
Ramsey Quantitative Systems
NEW255—+255——$188.6K—2026-10-22
Sherman Asset Management, Inc.
UNCHANGED25225200%$185.6K$186.4K+$8492026-11-05
Networth Advisors, LLC
INCREASED250245+5+2%$180.3K$185.0K+$4.7K2026-11-03
Canton Hathaway, LLC
UNCHANGED24624600%$181.2K$182.0K+$8292026-10-23
Kroeger Financial Partners
UNCHANGED23223200%$170.8K$171.6K+$7822026-10-19
Investment Research & Advisory Group, Inc.
UNCHANGED23123100%$170.0K$170.9K+$9202026-10-19
Bare Financial Services, Inc
UNCHANGED22822800%$167.9K$168.7K+$7692026-11-04
TrinityBridge Ltd
UNCHANGED22522500%$166.0K$166.0K$02026-10-30
Southern Michigan Bank & Trust
INCREASED224222+2+1%$163.5K$165.7K+$2.2K2026-10-19
MidAtlantic Capital Management, Inc.
NEW223—+223——$165.0K—2026-11-05
Breakwater Investment Management
UNCHANGED20820800%$153.2K$153.9K+$7012026-10-20
Hendershot Investments Inc.
DECREASED203605-402-66%$445.5K$150.2K-$295.3K2026-11-05
CKW Financial Group
UNCHANGED20120100%$146$149.0K+$148.9K2026-10-29
Midwest Capital Advisors, LLC
DECREASED194197-3-2%$145.2K$143.3K-$1.9K2026-11-04
Barrett & Company, Inc.
UNCHANGED19119100%$140.6K$141.3K+$6862026-10-22
True Wealth Design, LLC
UNCHANGED18618600%$137.0K$137.6K+$6272026-10-13
Montgomery Financial Services LLC
UNCHANGED18118100%$133.3K$133.9K+$6522026-11-03
Putney Financial Group LLC
NEW180—+180——$133.2K—2026-10-30
Alpine Bank Wealth Management
INCREASED17777+100+130%$56.7K$130.9K+$74.2K2026-10-16
Trellis Wealth Advisors LLC
NEW172—+172——$126.9K—2026-10-19
Jcic Asset Management Inc.
INCREASED170120+50+42%$69.3K$125.8K+$56.5K2026-10-30
Dynamic Wealth Strategies, LLC
UNCHANGED16416400%$120.8K$121.3K+$5522026-10-16
Tower Trust & Investment Co
UNCHANGED16016000%$117.8K$118.4K+$5392026-10-28
Pflug Koory, LLC
INCREASED153151+2+1%$111.3K$113.3K+$2.0K2026-10-26
Financial Network Wealth Advisors LLC
DECREASED152385-233-61%$283.5K$112.4K-$171.1K2026-10-28
Go Invest LLC
DECREASED133136-3-2%$100.3K$98.1K-$2.2K2026-10-09
Vermillion Wealth Management, Inc.
DECREASED128338-210-62%$248.8K$94.9K-$153.9K2026-10-26
Peck Wealth Management, LLC
DECREASED128195-67-34%$143.6K$94.7K-$48.9K2026-10-29
UMB Private Wealth Management, LLC
NEW125—+125——$92.5K—2026-10-19
Peterson Wealth Services
DECREASED124130-6-5%$95.7K$91.7K-$4.0K2026-10-26
Matrix Trust Co
DECREASED122231-109-47%$170$91-$792026-10-07
Navigoe, LLC
UNCHANGED12112100%$89.0K$89.0K$02026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED11811800%$86.9K$87.3K+$3982026-10-30
High Point Wealth Management, LLC
INCREASED11442+72+171%$31.1K$84.6K+$53.4K2026-11-05
Mechanics Financial Corp
DECREASED110250-140-56%$184.1K$81.4K-$102.7K2026-11-05
Atwood & Palmer Inc
UNCHANGED10810800%$79.3K$79.7K+$3632026-10-08
Gleason Group, Inc.
DECREASED104106-2-2%$78.0K$76.9K-$1.0K2026-10-15
Gold Investment Management Ltd.
UNCHANGED10110100%$74.4K$74.7K+$3412026-10-19
Miller Global Investments, LLC
NEW100—+100——$74.0K—2026-10-02
Carota Wealth Management
DECREASED100140-40-29%$103.1K$74.0K-$29.1K2026-11-03
New England Capital Financial Advisors LLC
DECREASED98101-3-3%$74.0K$72.8K-$1.2K2026-11-03
Kennebec Savings Bank
DECREASED98100-2-2%$73.6K$72.5K-$1.1K2026-10-22
POM Investment Strategies, LLC
DECREASED97366-269-73%$269.5K$71.8K-$197.8K2026-10-20
Torren Management, LLC
NEW95—+95——$70.3K—2026-10-29
Carolina Wealth Advisors, LLC
NEW91—+91——$67.3K—2026-10-23
Meriwether Wealth & Planning, LLC
NEW91—+91——$67.3K—2026-10-13
Roxbury Financial LLC
UNCHANGED919100%$67.0K$67.3K+$3202026-10-01
Team Financial Group, LLC
NEW81—+81——$59.7K—2026-10-30
Rothwell Investment Advisors, LLC
NEW79—+79——$58.1K—2026-11-06
Pacifica Partners Inc.
UNCHANGED797900%$56.3K$58.6K+$2.3K2026-10-09
Lloyd Advisory Services, Llc.
DECREASED78211-133-63%$155.6K$57.8K-$97.7K2026-11-02
PayPay Securities Corp
INCREASED7876+2+3%$56.0K$57.7K+$1.7K2026-10-27
Nova Financial LLC
NEW71—+71——$52.5K—2026-11-04
Bay Harbor Wealth Management, LLC
UNCHANGED717100%$52.3K$52.6K+$2932026-11-03
Sfam, LLC
UNCHANGED717100%$52.3K$52.5K+$2402026-11-03
DecisionPoint Financial, LLC
INCREASED6640+26+65%$28.8K$48.7K+$20.0K2026-10-27
Spirit of America Management Corp
DECREASED6342,060-41,997-100%$58$47.0K+$46.9K2026-10-14
CrossGen Wealth, LLC
INCREASED5538+17+45%$28.0K$40.7K+$12.7K2026-10-30
Financial Management Professionals, Inc.
DECREASED4955-6-11%$40.6K$36.3K-$4.3K2026-10-23
Rachor Investment Advisory Services, LLC
UNCHANGED454500%$33.2K$33.4K+$1892026-10-29
Affinity Wealth LLC
NEW40—+40——$28.2K—2026-11-03
Redwood Park Advisors LLC
UNCHANGED404000%$29.6K$29.8K+$1682026-11-02
Citizens National Bank Trust Department
UNCHANGED404000%$29.5K$29.6K+$1352026-11-04
Hoey Investments, Inc
INCREASED3836+2+6%$26.5K$28.1K+$1.6K2026-10-29
Goodman Advisory Group, LLC
NEW35—+35——$25.9K—2026-11-02
Valued Wealth Advisors LLC
UNCHANGED343400%$25.1K$25.2K+$1502026-11-05
Wealth Enhancement Trust Services, Inc.
UNCHANGED313100%$22.8K$22.9K+$1042026-10-07
Accordant Advisory Group Inc
UNCHANGED282800%$20.6K$20.7K+$942026-10-29
Retirement Wealth Solutions LLC
UNCHANGED242400%$17.8K$17.9K+$1012026-10-07
Oak Grove Capital LLC
NEW23—+23——$17.0K—2026-10-09
West Paces Advisors Inc.
INCREASED238+15+188%$5.9K$17.0K+$11.1K2026-10-13
Phillip James Consulting Co.
UNCHANGED212100%$15.5K$15.5K+$712026-11-03
Keystone Financial Group, Inc.
UNCHANGED202000%$14.9K$15.0K+$842026-10-13
Decker Retirement Planning Inc.
INCREASED198+11+138%$5.9K$14.1K+$8.2K2026-10-19
Blume Capital Management, Inc.
UNCHANGED171700%$12.5K$12.6K+$582026-10-26
Beacon Financial Strategies Corp
DECREASED15295-280-95%$217.2K$11.1K-$206.1K2026-10-14
4Thought Financial Group Inc.
UNCHANGED151500%$10.7K$11.3K+$6132026-11-02
Daytona Street Capital LLC
UNCHANGED151500%$10.9K$11.3K+$4222026-10-15
Aventus Investment Advisors, Inc.
UNCHANGED121200%$8.8K$8.9K+$402026-10-09
Gilpin Wealth Management, LLC
UNCHANGED101000%$7.4K$7.4K+$342026-10-09
Thompson Investment Management, Inc.
UNCHANGED101000%$7.4K$7.4K+$432026-10-14
Catherine Avery Investment Management LLC
UNCHANGED101000%$7.4K$7.4K+$342026-10-14
Eukles Asset Management
UNCHANGED4400%$2.9K$3.0K+$132026-11-04
Reap Financial Group, LLC
UNCHANGED2200%$1.5K$1.5K+$72026-11-02
1620 Investment Advisors, Inc.
UNCHANGED1100%$736$740+$42026-11-04
Contravisory Investment Management, Inc.
NEW0—0——$227—2026-10-13
MacKenzie Financial Corp
CLOSED0103,820-103,820-100%$76.5M$0-$76.5M2026-11-02
Summit Securities Group LLC
CLOSED087,110-87,110-100%$64.1M$0-$64.1M2026-11-05
Money Concepts Capital Corp
CLOSED080,444-80,444-100%$59.2M$0-$59.2M2026-11-06
TD Private Client Wealth LLC
CLOSED069,212-69,212-100%$51.0M$0-$51.0M2026-10-28
Tucker Asset Management LLC
CLOSED059,535-59,535-100%$43.8M$0-$43.8M2026-10-29
Shulman DeMeo Asset Management LLC
CLOSED042,319-42,319-100%$31.2M$0-$31.2M2026-10-09
Evergreen Capital Management LLC
CLOSED033,157-33,157-100%$24.4M$0-$24.4M2026-10-23
Elevation Point Wealth Partners, LLC
CLOSED026,865-26,865-100%$19.5M$0-$19.5M2026-11-05
AlphaStar Capital Management, LLC
CLOSED014,323-14,323-100%$10.5M$0-$10.5M2026-10-16
Ferguson Shapiro LLC
CLOSED013,845-13,845-100%$10.2M$0-$10.2M2026-10-16
Performa Ltd (US), LLC
CLOSED08,000-8,000-100%$5.9M$0-$5.9M2026-11-05
Deutsche Bank Ag\
CLOSED06,934-6,934-100%$5.1M$0-$5.1M2026-11-06
Confluence Wealth Services, Inc.
CLOSED05,411-5,411-100%$4.0M$0-$4.0M2026-11-05
TTP Investments, Inc.
CLOSED05,175-5,175-100%$3.8M$0-$3.8M2026-10-30
Wellington Shields & Co., LLC
CLOSED04,529-4,529-100%$3.3M$0-$3.3M2026-11-03
Scarborough Advisors, LLC
CLOSED03,780-3,780-100%$2.7M$0-$2.7M2026-10-16
Cypress Financial Planning LLC
CLOSED03,373-3,373-100%$2.5M$0-$2.5M2026-10-09
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED03,037-3,037-100%$2.2M$0-$2.2M2026-11-04
Axiom Investment Management LLC
CLOSED02,830-2,830-100%$2.1M$0-$2.1M2026-11-03
WIN Advisors, Inc
CLOSED02,444-2,444-100%$1.8M$0-$1.8M2026-11-06
AlphaCentric Advisors LLC
CLOSED01,860-1,860-100%$1.4M$0-$1.4M2026-11-03
Semitam Bonam LLC
CLOSED01,844-1,844-100%$1.4M$0-$1.4M2026-10-27
Bayshore Capital Advisors, LLC
CLOSED01,773-1,773-100%$1.3M$0-$1.3M2026-11-02
Alliance Wealth Advisors, LLC
CLOSED01,716-1,716-100%$1.3M$0-$1.3M2026-10-28
Gunderson Capital Management LLC
CLOSED01,534-1,534-100%$1.1M$0-$1.1M2026-10-15
Cadent Capital Advisors, LLC
CLOSED01,440-1,440-100%$1.1M$0-$1.1M2026-10-09
Clarity Capital Advisors, LLC
CLOSED01,309-1,309-100%$964.0K$0-$964.0K2026-10-27
Sunesis Advisors, LLC
CLOSED01,306-1,306-100%$961.7K$0-$961.7K2026-10-26
Wellington Shields Capital Management, LLC
CLOSED01,080-1,080-100%$795.6K$0-$795.6K2026-11-03
Headland Capital, LLC
CLOSED0953-953-100%$701.8K$0-$701.8K2026-11-06
Flaharty Asset Management, LLC
CLOSED0857-857-100%$611.0K$0-$611.0K2026-11-02
Del-Sette Capital Management, LLC
CLOSED0800-800-100%$589.4K$0-$589.4K2026-10-23
Sculati Wealth Management, LLC
CLOSED0792-792-100%$550.7K$0-$550.7K2026-10-19
Pacific Excel Wealth Advisors, Inc.
CLOSED0723-723-100%$532.4K$0-$532.4K2026-10-27
Financial & Tax Architects, LLC
CLOSED0718-718-100%$528.9K$0-$528.9K2026-10-15
Olympiad Research LP
CLOSED0622-622-100%$458.0K$0-$458.0K2026-11-04
Directional Asset Management
CLOSED0556-556-100%$409.2K$0-$409.2K2026-10-22
Continuum Wealth Advisors, LLC
CLOSED0548-548-100%$403.5K$0-$403.5K2026-10-20
Freedom Day Solutions, LLC
CLOSED0535-535-100%$394.0K$0-$394.0K2026-10-20
Muzinich & Co., Inc.
CLOSED0500-500-100%$368.2K$0-$368.2K2026-10-22
Newman Dignan & Sheerar, Inc.
CLOSED0487-487-100%$358.7K$0-$358.7K2026-10-21
RTD Financial Advisors, Inc.
CLOSED0476-476-100%$350.5K$0-$350.5K2026-10-09
Newport Capital Group, LLC
CLOSED0454-454-100%$334.3K$0-$334.3K2026-10-16
Wiser Wealth Management, Inc
CLOSED0448-448-100%$329.9K$0-$329.9K2026-10-14
Arbor Capital Management Inc
CLOSED0428-428-100%$283.5K$0-$283.5K2026-10-21
Legacy Wealth Management, LLC / MS
CLOSED0403-403-100%$296.7K$0-$296.7K2026-10-30
Sugar Maple Asset Management, LLC
CLOSED0400-400-100%$294.6K$0-$294.6K2026-10-13
Brown Miller Wealth Management, LLC
CLOSED0386-386-100%$284.4K$0-$284.4K2026-11-02
Warburton Capital Management, LLC
CLOSED0385-385-100%$283.0K$0-$283.0K2026-11-06
Redmond Asset Management, LLC
CLOSED0365-365-100%$268.7K$0-$268.7K2026-10-27
Lane Brothers & Co Inc
CLOSED0352-352-100%$259.2K$0-$259.2K2026-11-02
Oath Planning, LLC
CLOSED0350-350-100%$257.5K$0-$257.5K2026-10-20
Granite Group Advisors, LLC
CLOSED0341-341-100%$251.2K$0-$251.2K2026-10-14
Schaeffer Financial LLC
CLOSED0336-336-100%$247.4K$0-$247.4K2026-10-23
Legacy Advisory Services, LLC
CLOSED0324-324-100%$238.9K$0-$238.9K2026-10-20
Legacies Wealth LLC
CLOSED0313-313-100%$230.5K$0-$230.5K2026-11-02
Whitegate Investment Counselors, Inc.
CLOSED0311-311-100%$228.7K$0-$228.7K2026-11-02
BAM Wealth Management, LLC
CLOSED0306-306-100%$225.3K$0-$225.3K2026-10-15
Beutel, Goodman & Co Ltd.
CLOSED0305-305-100%$224.0K$0-$224.0K2026-11-04
Marathon Capital Management
CLOSED0285-285-100%$209.9K$0-$209.9K2026-10-23
Orca Wealth Management, LLC
CLOSED0284-284-100%$209.2K$0-$209.2K2026-10-14
Reicon Wealth Advisors, LLC
CLOSED0283-283-100%$208.2K$0-$208.2K2026-11-04
Axecap Investments, LLC
CLOSED0278-278-100%$204.8K$0-$204.8K2026-10-20
Brucke Financial, Inc.
CLOSED0274-274-100%$201.7K$0-$201.7K2026-10-23
Uptown Financial Advisors LLC
CLOSED0232-232-100%$170.8K$0-$170.8K2026-10-15
Strategic Wealth Advisors LLC
CLOSED0171-171-100%$105$0-$1052026-11-06
Sterling Capital Management LLC
CLOSED0100-100-100%$73.6K$0-$73.6K2026-10-22
Bullseye Investment Management, LLC
CLOSED060-60-100%$44.2K$0-$44.2K2026-10-29
Evolution Advisers, Inc.
CLOSED022-22-100%$16$0-$162026-11-06
O'Domhnaill Enterprises, Inc.
CLOSED016-16-100%$11.8K$0-$11.8K2026-10-29
Kings Path Partners LLC
CLOSED011-11-100%$8.1K$0-$8.1K2026-10-21
Sarver Vrooman Wealth Advisors
CLOSED07-7-100%$5.1K$0-$5.1K2026-10-01
Midway Capital Research & Management
CLOSED05-5-100%$3.7K$0-$3.7K2026-10-20
Miller Wealth Advisors, LLC
CLOSED05-5-100%$3.7K$0-$3.7K2026-11-02
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.3M$1.3M+$5.7K2026-10-29
Illumine Investment Management, LLC
UNCHANGED000—$1.4M$1.4M-$3.7K2026-10-22
Morgan Stanley
N/A—21,150,784-21,150,784-100%$15.6B———
Bank of America Corp
N/A—16,936,698-16,936,698-100%$12.5B———
Wells Fargo & Company
N/A—7,242,173-7,242,173-100%$5.3B———
Goldman Sachs Group Inc
N/A—6,412,861-6,412,861-100%$4.7B———
Susquehanna International Group, LLP
N/A—5,825,227-5,825,227-100%$4.3B———
Rokos Capital Management LLP
N/A—5,719,724-5,719,724-100%$4.2B———
UBS Group AG
N/A—5,688,712-5,688,712-100%$4.2B———
Royal Bank of Canada
N/A—4,259,282-4,259,282-100%$3.1B———
Raymond James Financial Inc
N/A—4,219,030-4,219,030-100%$3.1B———
Ameriprise Financial Inc
N/A—3,865,407-3,865,407-100%$2.8B———
HRT Financial LP
N/A—3,611,688-3,611,688-100%$2.7B———
Northwestern Mutual Wealth Management Co
N/A—3,173,768-3,173,768-100%$2.3B———
Envestnet Asset Management Inc
N/A—3,038,610-3,038,610-100%$2.2B———
JPMorgan Chase & Co
N/A—2,912,061-2,912,061-100%$2.1B———
Jane Street Group, LLC
N/A—2,790,051-2,790,051-100%$2.1B———
Bank of Montreal
N/A—2,403,363-2,403,363-100%$1.8B———
Cetera Investment Advisers
N/A—2,264,534-2,264,534-100%$1.7B———
Osaic Holdings, Inc.
N/A—2,022,603-2,022,603-100%$1.5B———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,962,648-1,962,648-100%$1.4B———
Shanda Asset Management Holdings Ltd
N/A—1,649,900-1,649,900-100%$1.2B———
Alkeon Capital Management LLC
N/A—1,608,257-1,608,257-100%$1.2B———
Wellspring Financial Advisors, LLC
N/A—1,436,888-1,436,888-100%$3.1M———
Hancock Prospecting Pty Ltd
N/A—1,277,709-1,277,709-100%$940.9M———
HighTower Advisors, LLC
N/A—1,230,679-1,230,679-100%$906.3M———
Rockefeller Capital Management L.P.
N/A—1,150,570-1,150,570-100%$847.3M———
CIBC World Market Inc.
N/A—1,089,727-1,089,727-100%$802.5M———
Stifel Financial Corp
N/A—1,055,072-1,055,072-100%$777.1M———
Mariner, LLC
N/A—981,334-981,334-100%$722.6M———
Millennium Management LLC
N/A—933,655-933,655-100%$687.5M———
MML Investors Services, LLC
N/A—906,548-906,548-100%$667.6M———
Qube Research & Technologies Ltd
N/A—888,383-888,383-100%$654.2M———
FIL Ltd
N/A—886,861-886,861-100%$653.1M———
FMR LLC
N/A—866,750-866,750-100%$638.3M———
Janney Montgomery Scott LLC
N/A—852,815-852,815-100%$628.0M———
Cerity Partners LLC
N/A—834,551-834,551-100%$614.5M———
TD Asset Management Inc
N/A—780,539-780,539-100%$574.8M———
BNP Paribas Financial Markets
N/A—756,921-756,921-100%$557.4M———
Equitable Holdings, Inc.
N/A—676,059-676,059-100%$497.8M———
Susquehanna Advisors Group, Inc.
N/A—673,923-673,923-100%$496.3M———
Jones Financial Companies Lllp
N/A—672,073-672,073-100%$474.9M———
Nissay Asset Management Corp N
N/A—660,336-660,336-100%$486.3M———
SG Americas Securities, LLC
N/A—628,726-628,726-100%$463.0M———
Rafferty Asset Management, LLC
N/A—565,821-565,821-100%$416.7M———
Alphadyne Asset Management LP
N/A—544,110-544,110-100%$400.7M———
Private Advisor Group, LLC
N/A—500,325-500,325-100%$368.4M———
Bank of Nova Scotia
N/A—497,424-497,424-100%$366.3M———
AQR Capital Management LLC
N/A—468,508-468,508-100%$345.0M———
Captrust Financial Advisors
N/A—463,873-463,873-100%$341.6M———
Franklin Resources Inc
N/A—457,396-457,396-100%$336.8M———
Capstone Investment Advisors, LLC
N/A—426,945-426,945-100%$314.4M———
MAI Capital Management
N/A—422,826-422,826-100%$311.4M———
Cbiz Investment Advisory Services, LLC
N/A—420,595-420,595-100%$242.8M———
Mercer Global Advisors Inc
N/A—408,843-408,843-100%$301.1M———
Baird Financial Group, Inc.
N/A—393,771-393,771-100%$290.0M———
IEQ Capital, LLC
N/A—381,075-381,075-100%$280.6M———
SummitTX Capital, L.P.
N/A—379,268-379,268-100%$279.3M———
Sumitomo Mitsui Financial Group, Inc.
N/A—378,706-378,706-100%$278.9M———
Arax Advisory Partners
N/A—378,588-378,588-100%$278.8M———
NorthRock Partners, LLC
N/A—373,687-373,687-100%$275.2M———
Invictus Private Wealth, LLC
N/A—364,743-364,743-100%$268.6M———
Quantinno Capital Management LP
N/A—363,118-363,118-100%$267.4M———
HSBC Holdings PLC
N/A—362,030-362,030-100%$267.5M———
Blair William & Co
N/A—359,219-359,219-100%$264.5M———
Steward Partners Investment Advisory, LLC
N/A—340,503-340,503-100%$250.7M———
Two Sigma Investments, LP
N/A—323,080-323,080-100%$237.9M———
Peapack Gladstone Financial Corp
N/A—318,501-318,501-100%$234.5M———
Verition Fund Management LLC
N/A—300,563-300,563-100%$221.3M———
Harbour Investments, Inc.
N/A—293,296-293,296-100%$216.0M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—291,807-291,807-100%$215.1M———
Allianz SE
N/A—279,268-279,268-100%$205.7M———
Stephens Inc
N/A—267,335-267,335-100%$196.9M———
Saudi Central Bank
N/A—263,622-263,622-100%$183.3M———
Northern Trust Corp
N/A—260,997-260,997-100%$192.2M———
Norinchukin Bank, The
N/A—260,000-260,000-100%$191.5M———
Johns Hopkins University
N/A—258,537-258,537-100%$190.4M———
Beacon Pointe Advisors, LLC
N/A—251,670-251,670-100%$185.3M———
CIBC Bancorp USA Inc.
N/A—250,911-250,911-100%$184.3M———
National Bank of Canada
N/A—244,190-244,190-100%$179.7M———
PBCay One RSC Ltd
N/A—243,658-243,658-100%$179.4M———
Spear Holdings RSC Ltd
N/A—243,658-243,658-100%$179.4M———
Balyasny Asset Management L.P.
N/A—240,941-240,941-100%$177.4M———
RiverFront Investment Group, LLC
N/A—237,873-237,873-100%$175.2M———
United Capital Financial Advisors, LLC
N/A—237,452-237,452-100%$174.9M———
GTS Securities LLC
N/A—226,090-226,090-100%$166.5M———
Composition Wealth, LLC
N/A—222,465-222,465-100%$163.8M———
Senator Investment Group LP
N/A—213,500-213,500-100%$157.2M———
Renaissance Technologies LLC
N/A—204,600-204,600-100%$150.7M———
Allianz Asset Management GmbH
N/A—198,511-198,511-100%$146.2M———
BlackRock, Inc.
N/A—198,131-198,131-100%$145.9M———
Old Mission Capital LLC
N/A—197,145-197,145-100%$145.2M———
Cresset Asset Management, LLC
N/A—194,368-194,368-100%$143.2M———
Advisory Services Network, LLC
N/A—183,305-183,305-100%$135.0M———
Wealthfront Advisers LLC
N/A—183,041-183,041-100%$134.8M———
Toronto Dominion Bank
N/A—181,120-181,120-100%$133.4M———
Baltimore-Washington Financial Advisors, Inc.
N/A—180,681-180,681-100%$133.1M———
Waverly Advisors, LLC
N/A—178,557-178,557-100%$131.5M———
Integrated Wealth Concepts LLC
N/A—178,251-178,251-100%$131.3M———
EP Wealth Advisors, LLC
N/A—177,229-177,229-100%$130.5M———
Walleye Trading LLC
N/A—170,635-170,635-100%$125.7M———
Credit Agricole S A
N/A—167,089-167,089-100%$123.0M———
Parker Investment Management, LLC
N/A—163,965-163,965-100%$120.7M———
Gotham Asset Management, LLC
N/A—161,871-161,871-100%$119.2M———
Federation des caisses Desjardins du Quebec
N/A—160,689-160,689-100%$118.3M———
Rising Stella Capital Pte. Ltd
N/A—158,246-158,246-100%$116.5M———
Brown Advisory Inc
N/A—154,089-154,089-100%$113.5M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—153,390-153,390-100%$112.7M———
CSM Advisors, LLC
N/A—153,111-153,111-100%$112.8M———
&partners
N/A—152,043-152,043-100%$111.9M———
Wescott Financial Advisory Group, LLC
N/A—151,529-151,529-100%$111.6M———
M&T Bank Corp
N/A—150,281-150,281-100%$110.7M———
Stadion Money Management, LLC
N/A—148,606-148,606-100%$109.4M———
Capital Wealth Planning, LLC
N/A—147,542-147,542-100%$108.6M———
Bouchey Financial Group, Ltd.
N/A—147,528-147,528-100%$108.7M———
Edmond de Rothschild Holding S.A.
N/A—145,932-145,932-100%$107.5M———
Marex Group Ltd
N/A—143,578-143,578-100%$105.7M———
Hollencrest Capital Management
N/A—141,812-141,812-100%$104.4M———
Pine Ridge Advisers LLC
N/A—141,208-141,208-100%$104.0M———
Wealthspire Advisors, LLC
N/A—134,082-134,082-100%$98.7M———
CreativeOne Wealth, LLC
N/A—127,697-127,697-100%$94.0M———
Consolidated Portfolio Review Corp
N/A—127,551-127,551-100%$93.9M———
Silicon Valley Capital Partners
N/A—127,239-127,239-100%$93.7M———
Global Retirement Partners, LLC
N/A—126,502-126,502-100%$93.2M———
Prosperity Consulting Group, LLC
N/A—126,343-126,343-100%$93.0M———
Walleye Capital LLC
N/A—125,557-125,557-100%$92.5M———
Johnson Investment Counsel Inc
N/A—124,860-124,860-100%$91.9M———
Oversea-Chinese Banking Corp Ltd
N/A—124,743-124,743-100%$91.6M———
Western Wealth Management, LLC
N/A—124,631-124,631-100%$91.8M———
Clear Street Group Inc.
N/A—124,542-124,542-100%$91.7M———
Belpointe Asset Management LLC
N/A—124,463-124,463-100%$91.7M———
Modern Wealth Management, LLC
N/A—124,311-124,311-100%$91.5M———
SUN Life Financial Inc
N/A—123,779-123,779-100%$91.2M———
Intellus Advisors LLC
N/A—123,126-123,126-100%$90.7M———
Summit Financial, LLC
N/A—122,994-122,994-100%$90.7M———
King Wealth Management Group
N/A—120,537-120,537-100%$88.8M———
Alliancebernstein L.P.
N/A—120,069-120,069-100%$69.3M———
American Financial Advisors, LLC
N/A—120,032-120,032-100%$88.4M———
HighPoint Advisor Group LLC
N/A—118,844-118,844-100%$87.5M———
Sand Hill Global Advisors, LLC
N/A—117,449-117,449-100%$86.5M———
Vestmark Advisory Solutions, Inc.
N/A—116,875-116,875-100%$86.1M———
Serenus Wealth Advisors, LLC
N/A—115,966-115,966-100%$79.1M———
BFC Planning, Inc.
N/A—112,810-112,810-100%$83.1M———
Kingsview Wealth Management, LLC
N/A—111,814-111,814-100%$82.3M———
Commerce Bank
N/A—111,281-111,281-100%$81.9M———
Presidio Capital Management, LLC
N/A—111,146-111,146-100%$81.8M———
Foundations Investment Advisors, LLC
N/A—110,120-110,120-100%$81.1M———
Sequoia Financial Advisors, LLC
N/A—106,509-106,509-100%$78.4M———
Scotia Capital Inc.
N/A—103,443-103,443-100%$76.2M———
Schonfeld Strategic Advisors LLC
N/A—102,676-102,676-100%$75.6M———
Rollins Financial Advisors, LLC
N/A—101,334-101,334-100%$74.6M———
Pathstone Holdings, LLC
N/A—100,461-100,461-100%$74.0M———
Dakota Wealth Management
N/A—97,623-97,623-100%$71.9M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—96,666-96,666-100%$71.3M———
Essex Financial Services, Inc.
N/A—96,658-96,658-100%$71.2M———
Insigneo Advisory Services, LLC
N/A—95,878-95,878-100%$70.6M———
LM Advisors LLC
N/A—95,440-95,440-100%$70.3M———
Smithfield Trust Co
N/A—93,649-93,649-100%$68.9M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—93,566-93,566-100%$69.0M———
Great Valley Advisor Group, Inc.
N/A—92,469-92,469-100%$68.1M———
Capital Fund Management S.A.
N/A—90,329-90,329-100%$66.5M———
Moment Partners, LLC
N/A—90,095-90,095-100%$66.3M———
Northwest & Ethical Investments L.P.
N/A—87,670-87,670-100%$64.6M———
IFG Advisory, LLC
N/A—87,170-87,170-100%$64.2M———
Affinity Wealth Management LLC
N/A—86,222-86,222-100%$63.5M———
Arkadios Wealth Advisors
N/A—85,817-85,817-100%$63.2M———
Vision Retirement, LLC
N/A—85,578-85,578-100%$63.0M———
Empowered Funds, LLC
N/A—83,446-83,446-100%$61.4M———
Neuberger Berman Group LLC
N/A—83,249-83,249-100%$61.3M———
Round Rock Advisors LLC
N/A—82,898-82,898-100%$61.0M———
Nan Shan Life Insurance Co., Ltd.
N/A—82,150-82,150-100%$60.5M———
Copos Capital B.V.
N/A—81,366-81,366-100%$59.9M———
Bessemer Group Inc
N/A—81,037-81,037-100%$59.7M———
B & T Capital Management DBA Alpha Capital Management
N/A—80,436-80,436-100%$59.2M———
Bleakley Financial Group, LLC
N/A—79,429-79,429-100%$58.5M———
Banco Santander, S.A.
N/A—78,906-78,906-100%$58.1M———
USA Financial Formulas
N/A—78,200-78,200-100%$57.6M———
Aragon Global Management, LP
N/A—77,995-77,995-100%$57.4M———
Main Management LLC
N/A—77,495-77,495-100%$57.1M———
AE Wealth Management LLC
N/A—75,997-75,997-100%$56.0M———
World Investment Advisors
N/A—75,987-75,987-100%$43.9M———
Wallace Hart LLC
N/A—75,984-75,984-100%$56.0M———
McMillan Office, Inc.
N/A—75,837-75,837-100%$55.8M———
Impact Partnership Wealth, LLC
N/A—75,712-75,712-100%$55.8M———
Tidal Investments LLC
N/A—74,076-74,076-100%$54.5M———
Pinnacle Financial Partners, Inc.
N/A—73,967-73,967-100%$54.5M———
Jaffetilchin Investment Partners, LLC
N/A—73,885-73,885-100%$54.4M———
PSI Advisors, LLC
N/A—73,621-73,621-100%$54.2M———
Maven Securities LTD
N/A—73,302-73,302-100%$54.0M———
NewEdge Advisors, LLC
N/A—73,032-73,032-100%$53.8M———
DRW Securities, LLC
N/A—73,011-73,011-100%$53.8M———
Peak Planning Group, LLC
N/A—69,787-69,787-100%$51.4M———
Mutual Advisors, LLC
N/A—68,865-68,865-100%$50.7M———
Stonebridge Financial Group, LLC
N/A—68,758-68,758-100%$50.6M———
Safeguard Investment Advisory Group, LLC
N/A—67,812-67,812-100%$49.9M———
Bawa N Mallick Trust
N/A—67,680-67,680-100%$49.8M———
Goldstone Financial Group, LLC
N/A—67,648-67,648-100%$49.8M———
Aft, Forsyth & Sober, LLC
N/A—67,125-67,125-100%$38.7M———
Chokshi & Queen Wealth Advisors, Inc
N/A—65,065-65,065-100%$47.9M———
Phoenix Financial Ltd.
N/A—65,042-65,042-100%$47.9M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—64,795-64,795-100%$47.7M———
Caprock Group, LLC
N/A—64,652-64,652-100%$47.6M———
Fortis Capital Advisors, LLC
N/A—64,627-64,627-100%$47.6M———
Huntington National Bank
N/A—64,439-64,439-100%$47.5M———
Benjamin Edwards Inc
N/A—64,334-64,334-100%$47.4M———
Wellington Management Group LLP
N/A—64,047-64,047-100%$47.2M———
Envision Financial Transparency, LLC
N/A—63,969-63,969-100%$30.7M———
Klingenstein Fields & Co LP
N/A—63,494-63,494-100%$46.8M———
Pine Valley Investments Ltd Liability Co
N/A—63,332-63,332-100%$46.7M———
Ausdal Financial Partners, Inc.
N/A—63,081-63,081-100%$46.5M———
Defiance ETFs, LLC
N/A—62,780-62,780-100%$45.5M———
Nwam LLC
N/A—62,615-62,615-100%$46.1M———
Roundview Capital LLC
N/A—62,585-62,585-100%$46.1M———
ING Groep NV
N/A—62,369-62,369-100%$45.9M———
Georgetown University
N/A—61,696-61,696-100%$45.4M———
RWA Wealth Partners, LLC
N/A—61,672-61,672-100%$45.4M———
Whittier Trust Co of Nevada Inc
N/A—61,443-61,443-100%$43.6M———
Carnegie Mellon University
N/A—61,106-61,106-100%$45.0M———
Bank Hapoalim BM
N/A—59,707-59,707-100%$44.0M———
Redwood Investment Management, LLC
N/A—59,592-59,592-100%$43.9M———
Betterment LLC
N/A—59,372-59,372-100%$43.7M———
EMC Capital Management
N/A—59,353-59,353-100%$42.6K———
Texas Yale Capital Corp.
N/A—59,124-59,124-100%$43.5M———
Aptus Capital Advisors, LLC
N/A—59,117-59,117-100%$43.5M———
XP Advisory US, Inc.
N/A—59,013-59,013-100%$43.5M———
Kovack Advisors, Inc.
N/A—58,427-58,427-100%$42.6M———
OneDigital Investment Advisors LLC
N/A—57,508-57,508-100%$42.3M———
Geneos Wealth Management Inc.
N/A—57,494-57,494-100%$42.3M———
Natixis Advisors, LLC
N/A—57,206-57,206-100%$42.1M———
Regal Investment Advisors LLC
N/A—57,047-57,047-100%$42.0M———
Calton & Associates, Inc.
N/A—56,351-56,351-100%$41.5M———
Centaurus Financial, Inc.
N/A—56,115-56,115-100%$41.3M———
Snowden Capital Advisors LLC
N/A—56,110-56,110-100%$41.3M———
Moneta Group Investment Advisors LLC
N/A—56,095-56,095-100%$41.3M———
Harvest Investment Advisors, LLC
N/A—56,057-56,057-100%$41.3M———
Principal Securities, Inc.
N/A—55,842-55,842-100%$41.1M———
Callan Family Office, LLC
N/A—55,700-55,700-100%$41.0M———
Greenwich Wealth Management LLC
N/A—54,061-54,061-100%$39.8M———
Financial Life Planners
N/A—53,324-53,324-100%$39.3M———
QVT Financial LP
N/A—53,044-53,044-100%$39.1M———
FFT Wealth Management LLC
N/A—53,044-53,044-100%$39.1M———
Steelhead Wealth Management LLC
N/A—52,870-52,870-100%$38.9M———
Hudson Bay Capital Management LP
N/A—52,836-52,836-100%$38.9M———
Circle Wealth Management, LLC
N/A—52,792-52,792-100%$38.9M———
Point72 Asset Management, L.P.
N/A—52,682-52,682-100%$38.8M———
Seeds Investor LLC
N/A—52,680-52,680-100%$38.8M———
Wealthspire Retirement, LLC
N/A—52,154-52,154-100%$38.4M———
Glenmede Trust Co NA
N/A—52,042-52,042-100%$38.3M———
Wilmar Advisors LLC
N/A—52,000-52,000-100%$38.3M———
TCM Advisors, LLC
N/A—51,544-51,544-100%$38.0M———
Sovereign Investment Advisors, LLC
N/A—51,500-51,500-100%$38.0M———
Kiley Juergens Wealth Management, LLC
N/A—51,106-51,106-100%$37.6M———
TriCert Investment Counsel Inc.
N/A—50,940-50,940-100%$37.5M———
Aristides Capital LLC
N/A—50,743-50,743-100%$37.4M———
Humankind Investments LLC
N/A—50,700-50,700-100%$37.3M———
CCG Wealth Management, LLC
N/A—50,039-50,039-100%$36.9M———
O'shaughnessy Asset Management, LLC
N/A—49,831-49,831-100%$36.7M———
Connective Capital Management, LLC
N/A—48,645-48,645-100%$35.8M———
Conservest Capital Advisors, Inc.
N/A—48,088-48,088-100%$35.4M———
Peak Retirement Planning, Inc.
N/A—47,055-47,055-100%$34.7M———
Thoroughbred Financial Services, LLC
N/A—46,703-46,703-100%$34.4M———
Citadel Advisors LLC
N/A—46,426-46,426-100%$34.2M———
Financial Engines Advisors L.L.C.
N/A—46,223-46,223-100%$34.0M———
Westwood Holdings Group Inc
N/A—45,690-45,690-100%$33.6M———
Sachetta, LLC
N/A—45,601-45,601-100%$33.6M———
Flputnam Investment Management Co
N/A—45,351-45,351-100%$33.4M———
Kintra Wealth, LLC
N/A—45,145-45,145-100%$33.0M———
Chaney Capital Management, Inc.
N/A—44,333-44,333-100%$32.6M———
Nuveen, LLC
N/A—44,294-44,294-100%$31.7M———
Tower Research Capital LLC (TRC)
N/A—43,572-43,572-100%$32.1M———
American Trust
N/A—43,379-43,379-100%$31.9M———
JT Stratford LLC
N/A—42,821-42,821-100%$31.5M———
Freestone Capital Holdings, LLC
N/A—42,691-42,691-100%$31.4M———
Balanced Wealth Group LLC
N/A—42,554-42,554-100%$31.3M———
Better Way Financial, LLC
N/A—42,491-42,491-100%$31.3M———
KilterHowling LLC
N/A—42,485-42,485-100%$31.3M———
Prudent Investors Network, Inc.
N/A—42,443-42,443-100%$31.3M———
Spinnaker Trust
N/A—42,320-42,320-100%$31.2M———
SCS Capital Management LLC
N/A—41,950-41,950-100%$30.9M———
Canal Capital Management, LLC
N/A—41,878-41,878-100%$30.8M———
MidFirst Bank
N/A—41,024-41,024-100%$30.2M———
Resolute Advisors LLC
N/A—40,400-40,400-100%$29.8M———
Ameritas Investment Partners, Inc.
N/A—39,965-39,965-100%$29.4M———
Asset Management Group, Inc.
N/A—39,619-39,619-100%$29.2M———
First National Bank of Omaha
N/A—39,512-39,512-100%$28.7M———
PFG Investments, LLC
N/A—39,511-39,511-100%$29.1M———
Squarepoint Ops LLC
N/A—39,300-39,300-100%$28.9M———
Bluespring Wealth Management, LLC
N/A—38,926-38,926-100%$28.7M———
Rathbones Group PLC
N/A—38,587-38,587-100%$28.4M———
SAM Advisors, LLC
N/A—38,541-38,541-100%$28.4M———
Richmond Brothers, Inc.
N/A—38,528-38,528-100%$28.4M———
Pgim Custom Harvest LLC
N/A—38,212-38,212-100%$28.1M———
Advisors Capital Management, LLC
N/A—38,095-38,095-100%$28.1M———
Ballentine Partners, LLC
N/A—37,898-37,898-100%$27.9M———
XTX Topco Ltd
N/A—37,264-37,264-100%$27.4M———
Marshall Financial Group, LLC
N/A—37,252-37,252-100%$27.4M———
Transcend Capital Advisors, LLC
N/A—36,292-36,292-100%$26.7M———
Schnieders Capital Management, Llc.
N/A—35,376-35,376-100%$26.1M———
Truvestments Capital LLC
N/A—35,032-35,032-100%$25.8M———
Tradition Wealth Management, LLC
N/A—34,830-34,830-100%$25.6M———
Summit Wealth Partners, LLC
N/A—34,767-34,767-100%$25.6M———
Sovereign Financial Group, Inc.
N/A—34,751-34,751-100%$25.6M———
Silver OAK Securities, Incorporated
N/A—34,737-34,737-100%$25.6M———
Pine Harbor Wealth Management, LLC
N/A—34,495-34,495-100%$25.4M———
Savvy Advisors, Inc.
N/A—34,350-34,350-100%$25.3M———
Focus Partners Advisor Solutions, LLC
N/A—34,124-34,124-100%$25.1M———
Little Harbor Advisors, LLC
N/A—33,790-33,790-100%$24.9M———
Gladstone Institutional Advisory LLC
N/A—33,627-33,627-100%$24.8M———
Red Wave Investments LLC
N/A—33,221-33,221-100%$24.5M———
Hilltop Holdings Inc.
N/A—33,148-33,148-100%$24.4M———
Hilltop Partners LLC
N/A—33,065-33,065-100%$24.3M———
Quattro Advisors LLC
N/A—32,897-32,897-100%$24.2M———
Granite Harbor Advisors, Inc.
N/A—32,771-32,771-100%$24.1M———
Momentum Wealth Planning, LLC
N/A—32,308-32,308-100%$23.8M———
Compass Capital Corp
N/A—32,203-32,203-100%$23.2M———
Migdal Insurance & Financial Holdings Ltd.
N/A—32,139-32,139-100%$23.6M———
Warner Group LLC
N/A—32,065-32,065-100%$23.6M———
Main Street Financial Solutions, LLC
N/A—32,058-32,058-100%$23.6M———
Whittier Trust Co
N/A—31,449-31,449-100%$22.7M———
Kropog Financial Group, LLC
N/A—31,317-31,317-100%$23.1M———
WCG Wealth Advisors LLC
N/A—31,183-31,183-100%$23.0M———
Smith, Moore & Co.
N/A—30,992-30,992-100%$22.8M———
Capula Management Ltd
N/A—30,971-30,971-100%$22.8M———
NewEdge Wealth, LLC
N/A—30,866-30,866-100%$22.7M———
Dimension Capital Management LLC
N/A—30,338-30,338-100%$22.3M———
J Hagan Capital, Inc.
N/A—30,187-30,187-100%$22.2M———
Raelipskie Partnership
N/A—30,173-30,173-100%$22.2M———
Intrust Bank NA
N/A—29,967-29,967-100%$22.1M———
Cary Street Partners Financial LLC
N/A—29,243-29,243-100%$21.5M———
Advyzon Investment Management, LLC
N/A—29,242-29,242-100%$21.5M———
Orion Porfolio Solutions, LLC
N/A—29,187-29,187-100%$21.5M———
Loomis Sayles & Co L P
N/A—29,147-29,147-100%$21.5M———
Adaptive Financial Consulting, LLC
N/A—28,811-28,811-100%$21.2M———
Traction Financial Partners, LLC
N/A—28,684-28,684-100%$21.1M———
Bridgewater Advisors Inc.
N/A—28,632-28,632-100%$20.0M———
Manufacturers Life Insurance Company, the
N/A—28,485-28,485-100%$21.0M———
Pettyjohn, Wood & White, Inc
N/A—28,316-28,316-100%$20.9M———
Simmons Bank
N/A—28,293-28,293-100%$20.8M———
Sound View Wealth Advisors Group, LLC
N/A—28,000-28,000-100%$20.6M———
Coldstream Capital Management Inc
N/A—27,946-27,946-100%$20.6M———
Estate Planners Group, LLC
N/A—27,852-27,852-100%$20.5M———
Choate Investment Advisors
N/A—27,760-27,760-100%$20.4M———
Invst, LLC
N/A—27,456-27,456-100%$20.2M———
Drucker Wealth 3.0, LLC
N/A—27,430-27,430-100%$20.2M———
Proficio Capital Partners LLC
N/A—26,975-26,975-100%$19.9M———
Coral Wealth Management, LLC
N/A—26,930-26,930-100%$19.8M———
FWG Holdings, LLC
N/A—26,855-26,855-100%$18.4M———
Vident Advisory, LLC
N/A—26,734-26,734-100%$19.7M———
Tudor Investment Corp ET AL
N/A—26,577-26,577-100%$19.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—26,358-26,358-100%$19.4M———
AlTi Global, Inc.
N/A—26,338-26,338-100%$19.4M———
Focus Partners Wealth
N/A—26,318-26,318-100%$19.4M———
BlueStem Wealth Partners, LLC
N/A—25,923-25,923-100%$19.1M———
Tyche Wealth Partners LLC
N/A—25,690-25,690-100%$18.9M———
Purpose Unlimited Inc.
N/A—25,447-25,447-100%$18.7M———
MTM Financial Group, LLC
N/A—25,394-25,394-100%$18.7M———
360 Financial, Inc.
N/A—25,190-25,190-100%$18.6M———
Bogart Wealth, LLC
N/A—25,163-25,163-100%$18.5M———
SageGuard Financial Group, LLC
N/A—25,134-25,134-100%$18.5M———
Atomic Invest LLC
N/A—25,086-25,086-100%$18.2M———
Integrity Financial Corp
N/A—24,975-24,975-100%$18.4M———
Stratos Wealth Advisors, LLC
N/A—24,705-24,705-100%$18.2M———
Silvercrest Asset Management Group LLC
N/A—24,526-24,526-100%$18.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—24,377-24,377-100%$18.0M———
Volterra Technologies LP
N/A—24,376-24,376-100%$18.0M———
Legend Financial Advisors, Inc.
N/A—24,334-24,334-100%$17.9M———
Owen LaRue, LLC
N/A—24,263-24,263-100%$17.9M———
Holderness Investments Co
N/A—24,167-24,167-100%$17.8M———
Vista Cima Wealth Management LLC
N/A—24,157-24,157-100%$17.8M———
Continuum Advisory, LLC
N/A—24,113-24,113-100%$17.8M———
Itau Unibanco Holding S.A.
N/A—23,735-23,735-100%$17.5M———
DV Trading LLC
N/A—23,617-23,617-100%$17.4M———
Plotkin Financial Advisors, LLC
N/A—23,461-23,461-100%$17.3M———
Liberty Square Wealth Partners LLC
N/A—23,334-23,334-100%$17.2M———
Haverford Trust Co
N/A—23,306-23,306-100%$17.2M———
Keystone Financial Group
N/A—23,246-23,246-100%$17.1M———
Bcgm Wealth Management, LLC
N/A—23,222-23,222-100%$17.1M———
National Philanthropic Trust
N/A—23,109-23,109-100%$17.0M———
Rehmann Capital Advisory Group
N/A—22,885-22,885-100%$16.9M———
LMR Partners LLP
N/A—22,800-22,800-100%$16.8M———
Menora Mivtachim Holdings Ltd.
N/A—22,493-22,493-100%$16.6M———
Brown Brothers Harriman & Co
N/A—22,486-22,486-100%$16.6M———
Prostatis Group LLC
N/A—22,476-22,476-100%$16.6M———
Navis Wealth Advisors, LLC
N/A—22,344-22,344-100%$16.5M———
Destination Wealth Management
N/A—22,332-22,332-100%$16.4M———
Arete Wealth Advisors, LLC
N/A—22,166-22,166-100%$16.3M———
Anchor Investment Management, LLC
N/A—22,158-22,158-100%$16.3M———
Florida Financial Advisors, LLC
N/A—21,877-21,877-100%$16.1M———
Berger Financial Group, Inc
N/A—21,635-21,635-100%$15.9M———
Garden State Investment Advisory Services LLC
N/A—21,391-21,391-100%$15.8M———
Bradley Foster & Sargent Inc
N/A—21,233-21,233-100%$15.6M———
Ciovacco Capital Management LLC
N/A—21,229-21,229-100%$15.6M———
Mount Lucas Management LP
N/A—21,204-21,204-100%$15.6M———
Concord Investment Counsel Inc.
N/A—21,128-21,128-100%$15.6M———
LGL Partners, LLC
N/A—20,840-20,840-100%$15.3M———
Peak Asset Management, LLC
N/A—20,776-20,776-100%$15.3M———
Perennial Investment Advisors, LLC
N/A—20,565-20,565-100%$15.1M———
Novak & Powell Financial Services, Inc.
N/A—20,546-20,546-100%$15.1M———
RH Tailwind Management, LLC
N/A—20,500-20,500-100%$15.1M———
Cavalier Investments, LLC
N/A—20,430-20,430-100%$15.0M———
Pacific Financial Group Inc
N/A—20,412-20,412-100%$15.0M———
Evelyn Partners Group Ltd
N/A—20,251-20,251-100%$14.9M———
Carr Financial Group Corp
N/A—20,186-20,186-100%$14.9M———
Formulate Financial LLC
N/A—20,162-20,162-100%$14.8M———
Strategic Wealth Partners, Ltd.
N/A—20,132-20,132-100%$14.8M———
Next Capital Management LLC
N/A—20,030-20,030-100%$14.7M———
Pure Financial Advisors, LLC
N/A—20,004-20,004-100%$14.7M———
Summit Trail Advisors, LLC
N/A—19,552-19,552-100%$14.4M———
Resolute Capital, LLC
N/A—19,542-19,542-100%$14.4M———
Envestnet Portfolio Solutions, Inc.
N/A—19,500-19,500-100%$14.4M———
Crewe Advisors LLC
N/A—19,375-19,375-100%$14.3M———
Madison Wealth Partners, Inc
N/A—19,272-19,272-100%$14.2M———
Berkeley Capital Partners, LLC
N/A—19,146-19,146-100%$14.1M———
Red Door Wealth Management, LLC
N/A—19,039-19,039-100%$14.0M———
Fort Sheridan Advisors LLC
N/A—19,015-19,015-100%$14.0M———
EFG International AG
N/A—18,974-18,974-100%$13.9M———
Teucrium Investment Advisors, LLC
N/A—18,937-18,937-100%$13.9M———
Cadia Private Client LLC
N/A—18,827-18,827-100%$13.9M———
Novare Capital Management LLC
N/A—18,708-18,708-100%$13.8M———
Seaview Investment Managers LLC
N/A—18,668-18,668-100%$13.7M———
Empower Advisory Group, LLC
N/A—18,613-18,613-100%$13.7M———
CVA Family Office, LLC
N/A—18,523-18,523-100%$13.6M———
GWN Securities Inc.
N/A—18,310-18,310-100%$13.5M———
Osbon Capital Management LLC
N/A—18,303-18,303-100%$13.5M———
Tandem Financial, LLC
N/A—18,293-18,293-100%$13.5M———
White Wing Wealth Management
N/A—18,257-18,257-100%$13.4M———
SHP Wealth Management
N/A—18,009-18,009-100%$13.3M———
Waterloo Capital, L.P.
N/A—17,933-17,933-100%$13.2M———
Retirement Planning Group, LLC / NY
N/A—17,930-17,930-100%$13.2M———
Fiduciary Financial Advisors
N/A—17,901-17,901-100%$13.2M———
Vanguard National Trust Co
N/A—17,884-17,884-100%$13.2M———
Kirtland Hills Capital Management, LLC
N/A—17,805-17,805-100%$13.1M———
JTC Employer Solutions Trustee Ltd
N/A—17,805-17,805-100%$13.1M———
Benson Wealth Management Inc
N/A—17,725-17,725-100%$13.1M———
HFG Advisors, Inc.
N/A—17,689-17,689-100%$13.0M———
Norris Financial Group, LLC
N/A—17,639-17,639-100%$13.0M———
Leavell Investment Management, Inc.
N/A—17,430-17,430-100%$12.8M———
Chicago Wealth Management, Inc.
N/A—17,361-17,361-100%$12.8M———
Proactive Wealth Strategies LLC
N/A—17,273-17,273-100%$12.7M———
Eldridge Investment Advisors, Inc.
N/A—17,124-17,124-100%$12.6M———
All Terrain Financial Advisors, LLC
N/A—17,102-17,102-100%$12.6M———
Atlantic Union Bankshares Corp
N/A—17,095-17,095-100%$12.6M———
Cedarwood Wealth LLC
N/A—16,671-16,671-100%$12.3M———
Ancora Advisors LLCA
N/A—16,656-16,656-100%$12.3M———
Somerset Group LLC
N/A—16,617-16,617-100%$12.1M———
Concentrum Wealth Management
N/A—16,555-16,555-100%$12.2M———
Twin Focus Capital Partners, LLC
N/A—16,495-16,495-100%$12.1M———
Capital Advisors Inc
N/A—16,475-16,475-100%$12.1M———
Seneca House Advisors
N/A—16,404-16,404-100%$12.1M———
Pallas Capital Advisors LLC
N/A—16,380-16,380-100%$12.1M———
Glen Eagle Advisors, LLC
N/A—16,317-16,317-100%$12.0M———
WNY Asset Management, LLC
N/A—16,088-16,088-100%$11.8M———
Lansing Street Advisors
N/A—16,040-16,040-100%$11.8M———
Trivium Point Advisory, LLC
N/A—15,985-15,985-100%$11.8M———
Clare Market Investments LLC
N/A—15,897-15,897-100%$11.7M———
Pincus Capital Management, LP
N/A—15,896-15,896-100%$11.7M———
Pinnacle Family Advisors, LLC
N/A—15,792-15,792-100%$11.6M———
Mission Hills Financial Advisory, LLC
N/A—15,744-15,744-100%$11.6M———
Strategic Financial Partners, Ltd.
N/A—15,670-15,670-100%$11.5M———
Atalanta Sosnoff Capital, LLC
N/A—15,466-15,466-100%$11.4M———
UBS Asset Management Americas LLC
N/A—15,430-15,430-100%$11.4M———
Lifeworks Advisors, LLC
N/A—15,426-15,426-100%$11.4M———
9823 Capital, L.P.
N/A—15,226-15,226-100%$11.2M———
American Century Companies Inc
N/A—15,188-15,188-100%$11.2M———
Perspective Wealth Advisors LLC
N/A—15,187-15,187-100%$11.2M———
Cozad Asset Management Inc
N/A—15,051-15,051-100%$11.1M———
Ratan Capital Management LP
N/A—15,000-15,000-100%$473.9K———
Banco BTG Pactual S.A.
N/A—15,000-15,000-100%$11.0M———
First Trust Advisors LP
N/A—14,929-14,929-100%$11.0M———
Webster Bank, N. A.
N/A—14,925-14,925-100%$11.0M———
Mpwm Advisory Solutions, LLC
N/A—14,779-14,779-100%$10.9M———
Talon Private Wealth, LLC
N/A—14,704-14,704-100%$10.8M———
Investor's Fiduciary Advisor Network, LLC
N/A—14,683-14,683-100%$10.8M———
Wealth Watch Advisors, Inc
N/A—14,575-14,575-100%$10.7M———
Mmbg Investment Advisors Co.
N/A—14,525-14,525-100%$10.7M———
Per Stirling Capital Management, Llc.
N/A—14,487-14,487-100%$10.7M———
Keel Point, LLC
N/A—14,373-14,373-100%$10.6M———
Kickstand Ventures, Llc.
N/A—14,301-14,301-100%$10.5M———
M3 Advisory Group, LLC
N/A—14,215-14,215-100%$10.5M———
Maridea Wealth Management LLC
N/A—14,040-14,040-100%$10.3M———
Spahn Wealth & Retirement LLC
N/A—14,018-14,018-100%$10.3M———
Fidelis Wealth Advisors LLC
N/A—14,016-14,016-100%$10.3M———
Petix & Botte Co
N/A—13,883-13,883-100%$10.2M———
Matters Capital LLC
N/A—13,650-13,650-100%$10.1M———
Spirepoint Private Client, LLC
N/A—13,627-13,627-100%$10.0M———
SouthState Bank Corp
N/A—13,584-13,584-100%$10.0M———
Runnymede Capital Advisors, Inc.
N/A—13,549-13,549-100%$10.0M———
Safe Harbor Fiduciary, LLC
N/A—13,546-13,546-100%$10.0M———
Consilio Wealth Advisors, LLC
N/A—13,524-13,524-100%$10.0M———
Fortis Capital Management LLC
N/A—13,506-13,506-100%$9.9M———
Corsair Capital Management, L.P.
N/A—13,342-13,342-100%$9.8M———
Retirement Income Solutions, Inc
N/A—13,302-13,302-100%$7.7M———
Headlands Technologies LLC
N/A—13,255-13,255-100%$9.8M———
JMG Financial Group, Ltd.
N/A—13,205-13,205-100%$9.7M———
KM Capital Management Ltd.
N/A—13,201-13,201-100%$9.7M———
Edgestream Partners, L.P.
N/A—13,183-13,183-100%$9.7M———
Coppell Advisory Solutions LLC
N/A—13,180-13,180-100%$2.1M———
BTG Pactual Asset Management US LLC
N/A—13,097-13,097-100%$9.6M———
RIK Saylor Financial, Inc.
N/A—13,056-13,056-100%$9.6M———
NorthCoast Asset Management LLC
N/A—13,048-13,048-100%$9.6M———
Ategra Capital Management, LLC
N/A—13,014-13,014-100%$9.6M———
Cape COD Five Cents Savings Bank
N/A—12,993-12,993-100%$9.6M———
Yukon Wealth Management, Inc.
N/A—12,985-12,985-100%$9.6M———
1 North Wealth Services LLC
N/A—12,972-12,972-100%$9.6M———
Fidelis Capital Partners, LLC
N/A—12,889-12,889-100%$9.5M———
BTC Capital Management, Inc.
N/A—12,800-12,800-100%$9.4M———
Apriem Advisors
N/A—12,774-12,774-100%$9.4M———
Bank of Hawaii
N/A—12,772-12,772-100%$9.4M———
Interactive Financial Advisors, Inc.
N/A—12,656-12,656-100%$9.1M———
Latko Wealth Management, Ltd.
N/A—12,655-12,655-100%$9.3M———
Lowery Thomas, LLC
N/A—12,634-12,634-100%$9.3M———
Ruggiero Investments, Inc.
N/A—12,610-12,610-100%$9.3M———
Prospect Financial Services LLC
N/A—12,594-12,594-100%$9.3M———
Up Capital Management, Inc.
N/A—12,500-12,500-100%$9.2M———
Keating Financial Advisory Services, Inc.
N/A—12,409-12,409-100%$9.1M———
Element Squared LLC
N/A—12,405-12,405-100%$9.1M———
Timbuktu Capital Management, LLC
N/A—12,402-12,402-100%$9.1M———
Family Manage LLC
N/A—12,377-12,377-100%$9.1M———
Bollard Group LLC
N/A—12,192-12,192-100%$9.0M———
Oxinas Partners, LLC
N/A—12,148-12,148-100%$8.9M———
Ethos Financial Group, LLC
N/A—12,116-12,116-100%$8.0M———
AllGen Financial Advisors, Inc.
N/A—12,107-12,107-100%$8.9M———
Forum Finance Group S.A.
N/A—12,077-12,077-100%$7.2K———
SOA Wealth Advisors, Llc.
N/A—12,033-12,033-100%$8.9M———
Oxford Wealth Group, LLC
N/A—11,997-11,997-100%$8.8M———
Cheviot Value Management, LLC
N/A—11,987-11,987-100%$8.8M———
Ritter Daniher Financial Advisory LLC / de
N/A—11,986-11,986-100%$8.8M———
TFR Capital, Llc.
N/A—11,870-11,870-100%$8.7M———
Morse Asset Management, Inc
N/A—11,840-11,840-100%$8.7M———
Snowwater Investment Partners, LLC
N/A—11,803-11,803-100%$8.7M———
O'Neil Global Advisors, Inc.
N/A—11,803-11,803-100%$8.7M———
Octavia Wealth Advisors, LLC
N/A—11,725-11,725-100%$8.6M———
Stock Yards Bank & Trust Co
N/A—11,723-11,723-100%$8.6M———
M1 Capital Management LLC
N/A—11,657-11,657-100%$8.6M———
Bay Rivers Group
N/A—11,612-11,612-100%$8.6M———
Fayez Sarofim & Co
N/A—11,547-11,547-100%$8.5M———
Arcus Capital Partners, LLC
N/A—11,422-11,422-100%$8.4M———
Ackerman Asset Management, LLC
N/A—11,373-11,373-100%$8.4M———
Partners Capital Investment Group, LLP
N/A—11,365-11,365-100%$8.4M———
Concorde Asset Management, LLC
N/A—11,299-11,299-100%$8.3M———
TRU Independence Asset Management 2, LLC
N/A—11,272-11,272-100%$8.3M———
Empirical Finance, LLC
N/A—11,271-11,271-100%$8.3M———
JPL Wealth Management, LLC
N/A—11,172-11,172-100%$8.2M———
Capital Advisor Network LLC
N/A—11,150-11,150-100%$8.2M———
J. Goldman & Co LP
N/A—11,140-11,140-100%$8.2M———
Palumbo Wealth Management LLC
N/A—11,116-11,116-100%$8.2M———
Richard W. Paul & Associates, LLC
N/A—11,069-11,069-100%$8.2M———
Darwin Wealth Management, LLC
N/A—10,966-10,966-100%$8.1M———
Riverstone Advisors, LLC
N/A—10,873-10,873-100%$8.0M———
FourThought Financial Partners, LLC
N/A—10,856-10,856-100%$8.0M———
Requisite Capital Management, LLC
N/A—10,758-10,758-100%$7.9M———
Rothschild Wealth LLC
N/A—10,723-10,723-100%$7.9M———
Sharp Wealth Advisory, LLC
N/A—10,721-10,721-100%$7.9M———
Zhang Financial LLC
N/A—10,703-10,703-100%$7.9M———
Gateway Wealth Partners, LLC
N/A—10,554-10,554-100%$7.8M———
QRG Capital Management, Inc.
N/A—10,505-10,505-100%$7.7M———
Crews Bank & Trust
N/A—10,503-10,503-100%$7.7M———
Trustmark Bank Trust Department
N/A—10,349-10,349-100%$7.6M———
Mission Creek Capital Partners, Inc.
N/A—10,339-10,339-100%$7.6M———
Vance Wealth, LLC
N/A—10,336-10,336-100%$7.6M———
Modus Advisors, LLC
N/A—10,070-10,070-100%$7.4M———
Founders Financial Alliance, LLC
N/A—9,943-9,943-100%$7.3M———
Daybright Advisory Services, Inc.
N/A—9,939-9,939-100%$6.8M———
Liberty Wealth Management LLC
N/A—9,917-9,917-100%$5.7M———
Prudential PLC
N/A—9,897-9,897-100%$7.2M———
Evercore Wealth Management, LLC
N/A—9,780-9,780-100%$7.2M———
Greykasell Wealth Strategies, Inc.
N/A—9,766-9,766-100%$7.2M———
Zacks Investment Management
N/A—9,735-9,735-100%$7.2M———
Delta Investment Management, LLC
N/A—9,718-9,718-100%$7.2M———
Gamco Investors, Inc. ET AL
N/A—9,717-9,717-100%$7.2M———
Vienna Asset Management LLC
N/A—9,673-9,673-100%$7.1M———
Guardian Wealth Advisors, LLC / NC
N/A—9,634-9,634-100%$7.1M———
First Manhattan Co. Llc.
N/A—9,568-9,568-100%$7.0M———
Zuckerman Investment Group, LLC
N/A—9,550-9,550-100%$7.0M———
Capital Analysts, LLC
N/A—9,390-9,390-100%$6.9M———
Arrowroot Family Office, LLC
N/A—9,304-9,304-100%$6.9M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—9,230-9,230-100%$6.8M———
Olde Wealth Management, LLC
N/A—9,074-9,074-100%$6.7M———
Royal Capital Wealth Management, LLC
N/A—9,066-9,066-100%$6.7M———
Integrated Investment Consultants, LLC
N/A—9,062-9,062-100%$6.7M———
Chilton Investment Co Inc.
N/A—8,997-8,997-100%$6.6M———
Harvest Investment Services, LLC
N/A—8,829-8,829-100%$6.5M———
West Michigan Advisors, LLC
N/A—8,796-8,796-100%$6.5M———
J.E. Simmons & Co., P.C.
N/A—8,682-8,682-100%$6.4M———
Hantz Financial Services, Inc.
N/A—8,586-8,586-100%$6.3M———
Alpha Financial Partners LLC
N/A—8,581-8,581-100%$6.3M———
Rothschild Investment LLC
N/A—8,578-8,578-100%$6.3M———
Hancock Whitney Corp
N/A—8,562-8,562-100%$6.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—8,544-8,544-100%$6.3M———
Barnes Pettey Financial Advisors, LLC
N/A—8,511-8,511-100%$6.3M———
Advance Capital Management, Inc.
N/A—8,439-8,439-100%$6.2M———
Top Private Wealth Llc.
N/A—8,419-8,419-100%$6.2M———
Allie Family Office LLC
N/A—8,382-8,382-100%$6.1M———
Nvest Financial, LLC
N/A—8,379-8,379-100%$6.2M———
Argent Trust Co
N/A—8,372-8,372-100%$6.2M———
Twin Peaks Wealth Advisors, LLC
N/A—8,330-8,330-100%$6.1M———
Sfmg, LLC
N/A—8,271-8,271-100%$6.1M———
Sassicaia Capital Advisers LLC
N/A—8,250-8,250-100%$6.1M———
Ketron Financial
N/A—8,243-8,243-100%$6.1M———
Spruce Point Capital Management, LLC
N/A—8,210-8,210-100%$6.0M———
Independent Advisor Alliance
N/A—8,170-8,170-100%$6.0M———
Westmount Partners, LLC
N/A—8,128-8,128-100%$6.0M———
Custos Family Office, LLC
N/A—8,105-8,105-100%$6.0M———
Kensington Asset Management, LLC
N/A—8,100-8,100-100%$6.0M———
LaSalle St. Investment Advisors, LLC
N/A—8,100-8,100-100%$6.0M———
Perissos Private Wealth Management, LLC
N/A—8,037-8,037-100%$5.9M———
Vertex Planning Partners, LLC
N/A—8,031-8,031-100%$5.9M———
Moore Capital Management, LP
N/A—8,000-8,000-100%$5.9M———
Sandy Cove Advisors, LLC
N/A—7,985-7,985-100%$5.9M———
Capital Group Private Client Services, Inc.
N/A—7,936-7,936-100%$5.8M———
Pasadena Private Wealth, LLC
N/A—7,874-7,874-100%$5.8M———
Spartan Wealth Advisory Services LLC
N/A—7,799-7,799-100%$5.7M———
Cofg Advisors, LLC
N/A—7,799-7,799-100%$5.7M———
Klcm Advisors, Inc.
N/A—7,796-7,796-100%$5.7M———
Kensington Investment Counsel, LLC
N/A—7,792-7,792-100%$5.7M———
Iron Gate Global Advisors LLC
N/A—7,753-7,753-100%$5.7M———
Boston Family Office LLC
N/A—7,739-7,739-100%$5.7M———
Man Group plc
N/A—7,736-7,736-100%$5.7M———
Kerr Financial Planning Corp
N/A—7,613-7,613-100%$5.6M———
Marble Wealth, LLC
N/A—7,563-7,563-100%$5.6M———
Madden Advisory Services, Inc.
N/A—7,501-7,501-100%$5.5M———
Weiss Asset Management LP
N/A—7,500-7,500-100%$5.5M———
Iconiq Capital, LLC
N/A—7,499-7,499-100%$5.5M———
Chevy Chase Trust Holdings, LLC
N/A—7,467-7,467-100%$5.5M———
Kapstone Financial Advisors LLC
N/A—7,460-7,460-100%$5.5M———
MorganRosel Wealth Management, LLC
N/A—7,440-7,440-100%$5.5M———
Nicolet Bankshares Inc
N/A—7,429-7,429-100%$5.5M———
Second Half Financial Partners, LLC
N/A—7,386-7,386-100%$5.4M———
Fortress Private Ledger, LLC
N/A—7,353-7,353-100%$5.4M———
1832 Asset Management L.P.
N/A—7,317-7,317-100%$5.4M———
Tudor Financial Inc.
N/A—7,285-7,285-100%$5.4M———
Marco Investment Management LLC
N/A—7,205-7,205-100%$5.3M———
Centric Wealth Management
N/A—7,161-7,161-100%$4.8M———
Guggenheim Capital LLC
N/A—7,111-7,111-100%$5.2M———
Fairview Capital Investment Management, LLC
N/A—7,106-7,106-100%$5.2M———
Astoria Portfolio Advisors Llc.
N/A—7,104-7,104-100%$5.2M———
Mayflower Financial Advisors, LLC
N/A—7,084-7,084-100%$5.2M———
Boreal Capital Management LLC
N/A—7,078-7,078-100%$5.2M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—7,062-7,062-100%$5.2M———
Exit Wealth Advisors, Llc.
N/A—7,038-7,038-100%$5.2M———
Coastal Bridge Advisors, LLC
N/A—7,021-7,021-100%$5.2M———
Noked Israel Ltd
N/A—6,940-6,940-100%$5.1M———
Metropolitan Life Insurance Co
N/A—6,900-6,900-100%$5.1M———
Bluefin Capital Management, LLC
N/A—6,900-6,900-100%$5.1M———
Oxford Financial Group, Ltd. LLC
N/A—6,872-6,872-100%$5.1M———
Byrne Financial Freedom, LLC
N/A—6,855-6,855-100%$5.0M———
Lbmc Investment Advisors, LLC
N/A—6,843-6,843-100%$5.0M———
Frisch Financial Group, Inc.
N/A—6,813-6,813-100%$5.0M———
Cloud Capital Management, LLC
N/A—6,812-6,812-100%$5.0M———
Paladin Advisory Group, LLC
N/A—6,798-6,798-100%$5.0M———
Addison Capital Co
N/A—6,768-6,768-100%$5.0M———
NorthStar Asset Management LLC
N/A—6,751-6,751-100%$5.0M———
Investment Advisory Group, LLC
N/A—6,664-6,664-100%$4.9M———
Strait & Sound Wealth Management LLC
N/A—6,629-6,629-100%$4.9M———
Beaton Management Co. Inc.
N/A—6,615-6,615-100%$4.9M———
LOM Asset Management Ltd
N/A—6,587-6,587-100%$4.9M———
Game Plan Financial Advisors, LLC
N/A—6,559-6,559-100%$4.8M———
Interval Partners, LP
N/A—6,513-6,513-100%$4.8M———
Drexel Morgan & Co.
N/A—6,500-6,500-100%$4.8M———
Bayview Asset Management, LLC
N/A—6,441-6,441-100%$4.7M———
Vines Capital Management, LLC
N/A—6,435-6,435-100%$4.7M———
Keewaydin Investments LLC
N/A—6,379-6,379-100%$4.7M———
SageView Advisory Group, LLC
N/A—6,373-6,373-100%$4.7M———
Smartleaf Asset Management LLC
N/A—6,372-6,372-100%$4.6M———
River Wealth Advisors LLC
N/A—6,349-6,349-100%$4.7M———
Clark Capital Management Group, Inc.
N/A—6,329-6,329-100%$4.7M———
Yarger Wealth Strategies, LLC
N/A—6,301-6,301-100%$4.6M———
Fiduciary Wealth Partners, LLC
N/A—6,277-6,277-100%$4.6M———
Mitchell Mcleod Pugh & Williams Inc
N/A—6,269-6,269-100%$4.6M———
N.E.W. Advisory Services LLC
N/A—6,249-6,249-100%$4.6M———
Hayek Kallen Investment Management
N/A—6,247-6,247-100%$4.6M———
Pursue Wealth Partners LLC
N/A—6,245-6,245-100%$4.6M———
SlateStone Wealth, LLC
N/A—6,207-6,207-100%$4.6M———
MOR Wealth Management, LLC
N/A—6,197-6,197-100%$4.6M———
Castle Wealth Management LLC
N/A—6,188-6,188-100%$4.6M———
Keystone Financial Services, LLC
N/A—6,113-6,113-100%$4.5M———
Fort Point Capital Partners LLC
N/A—6,090-6,090-100%$4.5M———
Cladis Investment Advisory, LLC
N/A—5,980-5,980-100%$4.4M———
Tanglewood Legacy Advisors, LLC
N/A—5,955-5,955-100%$4.4M———
Mcguire Capital Advisors Inc
N/A—5,950-5,950-100%$4.4M———
GatePass Capital, LLC
N/A—5,880-5,880-100%$4.3M———
PlanVest Financial, Inc
N/A—5,879-5,879-100%$4.3M———
Horizon Investments, LLC
N/A—5,863-5,863-100%$4.3M———
Nomura Asset Management Co LTD
N/A—5,815-5,815-100%$4.3M———
LeClair Wealth Partners LLC
N/A—5,762-5,762-100%$4.2M———
Cascade Financial Partners, LLC
N/A—5,751-5,751-100%$4.2M———
Oakmont Advisory Group, LLC
N/A—5,730-5,730-100%$4.2M———
Texas Capital Bank Wealth Management Services Inc
N/A—5,715-5,715-100%$4.2M———
FSA Advisors, Inc.
N/A—5,666-5,666-100%$4.2M———
Dopkins Wealth Management, LLC
N/A—5,616-5,616-100%$4.1M———
Tranquilli Financial Advisor LLC
N/A—5,615-5,615-100%$4.1M———
Curi Capital, LLC
N/A—5,615-5,615-100%$4.1M———
Pacific SUN Financial Corp
N/A—5,602-5,602-100%$4.1M———
First Foundation Advisors
N/A—5,601-5,601-100%$4.1M———
Q Global Advisors, LLC
N/A—5,600-5,600-100%$4.1M———
Nutshell Asset Management Ltd
N/A—5,542-5,542-100%$4.1M———
Panoramic Investment Advisors, LLC
N/A—5,534-5,534-100%$4.1M———
Alta Wealth Advisors LLC
N/A—5,501-5,501-100%$4.1M———
Aspen Capital Management, LLC
N/A—5,490-5,490-100%$4.0M———
Fiduciary Trust Co
N/A—5,484-5,484-100%$4.0M———
Ameriflex Group, Inc.
N/A—5,476-5,476-100%$4.0M———
OneAscent Financial Services LLC
N/A—5,465-5,465-100%$4.0M———
Advisors Preferred, LLC
N/A—5,401-5,401-100%$3.8M———
Kane Investment Management, Inc.
N/A—5,390-5,390-100%$4.0M———
Private Wealth Asset Management, LLC
N/A—5,340-5,340-100%$3.9M———
Castleark Management LLC
N/A—5,320-5,320-100%$3.9M———
Fischer Investment Strategies, LLC
N/A—5,296-5,296-100%$3.9M———
BBR Partners, LLC
N/A—5,291-5,291-100%$3.9M———
Bienville Capital Management, LLC
N/A—5,252-5,252-100%$3.9M———
FAS Wealth Partners, Inc.
N/A—5,251-5,251-100%$3.9M———
Hansen & Associates Financial Group, Inc.
N/A—5,249-5,249-100%$3.8M———
Barnes Wealth Management Group, Inc
N/A—5,235-5,235-100%$3.9M———
PYA Waltman Capital, LLC
N/A—5,203-5,203-100%$3.8M———
One Wealth Management Investment & Advisory Services, LLC
N/A—5,165-5,165-100%$3.8M———
Patron Partners, LLC
N/A—5,128-5,128-100%$3.8M———
Keebeck Wealth Management
N/A—5,125-5,125-100%$3.8M———
Columbia River Financial Group, LLC
N/A—5,093-5,093-100%$3.8M———
Intrepid Capital Management Inc
N/A—5,065-5,065-100%$3.7M———
Bulltick Wealth Management, LLC
N/A—5,041-5,041-100%$3.7M———
Denver Wealth Management, Inc.
N/A—5,035-5,035-100%$3.7M———
Valor Advisors LLC
N/A—5,033-5,033-100%$3.7M———
Kirkwood Financial Services
N/A—5,030-5,030-100%$3.7M———
Veridan Wealth LLC
N/A—5,005-5,005-100%$3.7M———
Bernard Wealth Management Corp.
N/A—5,005-5,005-100%$3.7M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—5,001-5,001-100%$3.7M———
Bayesian Capital Management, LP
N/A—5,000-5,000-100%$3.7M———
IMA Advisory Services, Inc.
N/A—4,986-4,986-100%$3.7M———
Van Hulzen Asset Management, LLC
N/A—4,907-4,907-100%$3.6M———
Mosaic Family Wealth Partners, LLC
N/A—4,898-4,898-100%$3.6M———
Marathon Trading Investment Management LLC
N/A—4,886-4,886-100%$3.6M———
SSA Swiss Advisors AG
N/A—4,883-4,883-100%$3.6M———
Sequent Planning LLC
N/A—4,872-4,872-100%$3.6M———
Alexis Investment Partners, LLC
N/A—4,861-4,861-100%$3.5M———
Cvfg LLC
N/A—4,858-4,858-100%$3.6M———
Becker Capital Management Inc
N/A—4,847-4,847-100%$3.6M———
Performance Wealth Partners, LLC
N/A—4,785-4,785-100%$3.5M———
1ST Source Bank
N/A—4,755-4,755-100%$3.5M———
Glassman Wealth Services
N/A—4,746-4,746-100%$3.5M———
NWK Group, Inc.
N/A—4,729-4,729-100%$3.5M———
Cahill Financial Advisors Inc
N/A—4,714-4,714-100%$3.5M———
Star Financial Bank
N/A—4,704-4,704-100%$3.5M———
Mufg Securities Emea plc
N/A—4,692-4,692-100%$3.5M———
Symphony Financial Services, Inc.
N/A—4,690-4,690-100%$3.5M———
Bleichroeder LP
N/A—4,640-4,640-100%$3.4M———
Bellars Harris Wealth Management, LLC
N/A—4,616-4,616-100%$3.4M———
Strategic Financial Concepts, LLC
N/A—4,605-4,605-100%$3.5M———
Westfuller Advisors, LLC
N/A—4,590-4,590-100%$3.4M———
Evolve Private Wealth, LLC
N/A—4,583-4,583-100%$3.4M———
Argo Wealth Advisory, LLC
N/A—4,574-4,574-100%$3.4M———
First Commonwealth Financial Corp
N/A—4,568-4,568-100%$3.4M———
First American Trust, FSB
N/A—4,552-4,552-100%$3.4M———
Oxbow Advisors, LLC
N/A—4,530-4,530-100%$3.3M———
Tower Wealth Partners, Inc.
N/A—4,528-4,528-100%$3.3M———
Nalls Sherbakoff Group, LLC
N/A—4,523-4,523-100%$3.3M———
Tidemark, LLC
N/A—4,516-4,516-100%$3.3M———
Alpha Capital Advisors Inc
N/A—4,511-4,511-100%$3.3M———
Kera Capital Partners, Inc.
N/A—4,510-4,510-100%$3.3M———
Dorsey & Whitney Trust Co LLC
N/A—4,450-4,450-100%$3.3M———
Brookwood Investment Group LLC
N/A—4,427-4,427-100%$3.3M———
Intentional Wealth Strategies, LLC
N/A—4,420-4,420-100%$3.3M———
Dash Acquisitions Inc.
N/A—4,397-4,397-100%$3.2M———
Vanguard Advisers Inc
N/A—4,395-4,395-100%$3.2M———
Midwestern Financial, LLC
N/A—4,390-4,390-100%$3.2M———
New England Asset Management Inc
N/A—4,327-4,327-100%$3.2M———
FWL Investment Management, LLC
N/A—4,292-4,292-100%$3.2M———
Eaton Financial Holdings Company, LLC
N/A—4,269-4,269-100%$3.1M———
Range Advisory, LLC
N/A—4,243-4,243-100%$3.1M———
W1m Asset Management Ltd
N/A—4,240-4,240-100%$3.1M———
Price T Rowe Associates Inc
N/A—4,172-4,172-100%$3.1M———
Lazard Asset Management LLC
N/A—4,150-4,150-100%$3.1M———
F/m Investments LLC
N/A—4,146-4,146-100%$3.1M———
Bartlett & Co. Wealth Management LLC
N/A—4,103-4,103-100%$3.0M———
Dock Street Asset Management Inc
N/A—4,073-4,073-100%$3.0M———
BSW Wealth Partners
N/A—4,063-4,063-100%$3.0M———
Cannell & Spears LLC
N/A—4,060-4,060-100%$3.0M———
Wellington-Altus USA Inc.
N/A—3,973-3,973-100%$2.3M———
Bank of Marin
N/A—3,958-3,958-100%$2.9M———
NCP Inc.
N/A—3,950-3,950-100%$2.9M———
Bramshill Investments, LLC
N/A—3,935-3,935-100%$2.9M———
Beacon Bridge Wealth Partners, LLC
N/A—3,878-3,878-100%$2.9M———
Constant Guidance Financial LLC
N/A—3,863-3,863-100%$2.8M———
Venturi Wealth Management, LLC
N/A—3,858-3,858-100%$2.8M———
Fourth Dimension Wealth, LLC
N/A—3,835-3,835-100%$2.8M———
American Money Management, LLC
N/A—3,822-3,822-100%$2.8M———
Front Row Advisors LLC
N/A—3,817-3,817-100%$2.7M———
Broadleaf Partners, LLC
N/A—3,815-3,815-100%$2.8M———
X-Square Capital, LLC
N/A—3,795-3,795-100%$2.8M———
Wealth Management Associates, Inc.
N/A—3,781-3,781-100%$2.8M———
Colter Lewis Investment Partners LLC
N/A—3,760-3,760-100%$2.8M———
Duncan Williams Asset Management, LLC
N/A—3,755-3,755-100%$2.8M———
SEI Investments Co
N/A—3,747-3,747-100%$2.8M———
Empirical Asset Management, LLC
N/A—3,740-3,740-100%$2.8M———
PCG Wealth Advisors, LLC
N/A—3,731-3,731-100%$2.7M———
PMV Capital Advisers, LLC
N/A—3,701-3,701-100%$2.7M———
Maripau Wealth Management LLC
N/A—3,694-3,694-100%$2.7M———
Optiver Holding B.V.
N/A—3,662-3,662-100%$2.7M———
Meridian Wealth Advisors, LLC
N/A—3,627-3,627-100%$2.7M———
Stembrook Asset Management, LLC
N/A—3,619-3,619-100%$2.7M———
Mosaic Financial Group, LLC
N/A—3,615-3,615-100%$2.7M———
German American Bancorp, Inc.
N/A—3,594-3,594-100%$2.6M———
Arcadia Wealth Management, Inc.
N/A—3,575-3,575-100%$2.6M———
Invesco Ltd.
N/A—3,564-3,564-100%$2.6M———
Stonebridge Financial Group, LLC / MO
N/A—3,561-3,561-100%$2.6M———
Kayne Anderson Rudnick Investment Management LLC
N/A—3,512-3,512-100%$2.6M———
Davis R M Inc
N/A—3,474-3,474-100%$2.6M———
Donaldson Capital Management, LLC
N/A—3,471-3,471-100%$2.6M———
Laird Norton Wetherby Trust Company, LLC
N/A—3,464-3,464-100%$2.6M———
Caitlin John, LLC
N/A—3,459-3,459-100%$2.5M———
Peregrine Asset Advisers, Inc.
N/A—3,458-3,458-100%$2.5M———
Saiph Capital, LLC
N/A—3,456-3,456-100%$2.5M———
Topsail Wealth Management, LLC
N/A—3,443-3,443-100%$2.5M———
Okabena Investment Services Inc
N/A—3,431-3,431-100%$2.5M———
Jasper Ridge Partners, L.P.
N/A—3,408-3,408-100%$2.5M———
Conscious Wealth Investments, LLC
N/A—3,406-3,406-100%$2.4M———
Oder Investment Management, LLC
N/A—3,394-3,394-100%$2.5M———
Capstone Financial Advisors, Inc.
N/A—3,389-3,389-100%$2.5M———
Stelac Advisory Services LLC
N/A—3,388-3,388-100%$2.5M———
Wick Capital Partners, LLC
N/A—3,368-3,368-100%$2.5M———
Ironwood Investment Counsel, LLC
N/A—3,346-3,346-100%$2.5M———
Magnolia Capital Advisors LLC
N/A—3,331-3,331-100%$2.5M———
Ascent Advisors, LLC
N/A—3,328-3,328-100%$2.4M———
Strategies Wealth Advisors, LLC
N/A—3,319-3,319-100%$2.4M———
RB Capital Management, LLC
N/A—3,291-3,291-100%$2.4M———
Nova Wealth Management, Inc.
N/A—3,288-3,288-100%$2.4M———
Elite Financial, Inc.
N/A—3,285-3,285-100%$2.4M———
Markin Asset Management, LP
N/A—3,276-3,276-100%$2.4M———
Passive Capital Management, Llc.
N/A—3,276-3,276-100%$2.0M———
Meeder Advisory Services, Inc.
N/A—3,263-3,263-100%$2.4M———
Sierra Capital LLC
N/A—3,259-3,259-100%$2.4M———
Dearborn Partners LLC
N/A—3,258-3,258-100%$2.4M———
Ascension Capital Advisors, Inc.
N/A—3,256-3,256-100%$2.4M———
Cambria Investment Management, L.P.
N/A—3,251-3,251-100%$2.4M———
Alteri Wealth LLC
N/A—3,244-3,244-100%$2.4M———
BOK Financial Private Wealth, Inc.
N/A—3,229-3,229-100%$2.4M———
Jackson, Grant Investment Advisers, Inc.
N/A—3,204-3,204-100%$2.4M———
RPS Advisory Solutions LLC
N/A—3,189-3,189-100%$2.3M———
HHM Wealth Advisors, LLC
N/A—3,178-3,178-100%$2.3M———
DiPaolo Financial Group, Inc.
N/A—3,155-3,155-100%$2.3M———
Coastwise Capital Group, LLC
N/A—3,145-3,145-100%$2.3M———
Tocqueville Asset Management L.P.
N/A—3,142-3,142-100%$2.3M———
Delta Accumulation, LLC
N/A—3,130-3,130-100%$2.3M———
Systematic Alpha Investments, LLC
N/A—3,130-3,130-100%$2.3M———
Synergy Investment Management, LLC
N/A—3,122-3,122-100%$2.3M———
Bravias Capital Group, LLC
N/A—3,122-3,122-100%$2.3M———
Elevation Advisory Partners LLC
N/A—3,115-3,115-100%$2.2M———
Mathes Company, Inc.
N/A—3,110-3,110-100%$2.3M———
Financial Advisors Network, Inc.
N/A—3,101-3,101-100%$2.3M———
Waddell & Associates, LLC
N/A—3,089-3,089-100%$2.3M———
Ingalls & Snyder LLC
N/A—3,083-3,083-100%$2.3M———
Liberty One Investment Management, LLC
N/A—3,075-3,075-100%$2.3M———
Vernal Point Advisors, LLC
N/A—3,035-3,035-100%$2.2M———
HM Payson & Co
N/A—3,024-3,024-100%$2.2M———
Alerus Financial NA
N/A—3,020-3,020-100%$2.2M———
NCM Capital Management, LLC
N/A—3,015-3,015-100%$2.2M———
Northstar Advisory Group, LLC
N/A—3,008-3,008-100%$2.2M———
Clal Insurance Enterprises Holdings Ltd
N/A—3,000-3,000-100%$2.2M———
Quadrature Capital Ltd
N/A—2,952-2,952-100%$2.2M———
Premier Private Wealth Management LLC
N/A—2,920-2,920-100%$2.2M———
Gilbert & Cook, Inc.
N/A—2,907-2,907-100%$2.1M———
Wealthspan Partners, LLC
N/A—2,903-2,903-100%$2.1M———
Evernest Financial Advisors, LLC
N/A—2,880-2,880-100%$2.1M———
BlueCrest Capital Management Ltd
N/A—2,869-2,869-100%$2.1M———
Gentry Private Wealth, LLC
N/A—2,867-2,867-100%$2.1M———
Wealthquest Corp
N/A—2,836-2,836-100%$2.1M———
Wimmer Associates 1, LLC
N/A—2,835-2,835-100%$2.1M———
Kinetic Wealth Investment Advisors LLC
N/A—2,808-2,808-100%$2.1M———
Alongside, LLC
N/A—2,801-2,801-100%$2.1M———
49 Wealth Management, LLC
N/A—2,801-2,801-100%$2.1M———
Highview Capital Management LLC
N/A—2,767-2,767-100%$2.0M———
Lavaca Capital LLC
N/A—2,741-2,741-100%$2.0M———
Birchcreek Wealth Management, LLC
N/A—2,721-2,721-100%$2.0M———
Johnson Financial Group, Inc.
N/A—2,714-2,714-100%$2.0M———
Pennington Partners & Co., LLC
N/A—2,702-2,702-100%$2.0M———
Capital Markets Trading UK LLP
N/A—2,697-2,697-100%$2.0M———
Forty-three Eighteen Advisors, LLC
N/A—2,694-2,694-100%$2.0M———
Bridgewealth Advisory Group, LLC
N/A—2,684-2,684-100%$2.0M———
Tower Bridge Advisors
N/A—2,674-2,674-100%$2.0M———
Osborne Partners Capital Management, LLC
N/A—2,646-2,646-100%$1.9M———
Stevens Capital Management LP
N/A—2,614-2,614-100%$1.9M———
Fiduciary Group, LLC
N/A—2,612-2,612-100%$1.9M———
Disciplined Investments, LLC
N/A—2,603-2,603-100%$1.9M———
Common Fund for Nonprofit Organizations
N/A—2,595-2,595-100%$1.9M———
Copley Financial Group, Inc.
N/A—2,588-2,588-100%$1.9M———
Mayport, LLC
N/A—2,587-2,587-100%$1.9M———
Threadgill Financial, LLC
N/A—2,580-2,580-100%$1.9M———
Quest Investment Management LLC
N/A—2,580-2,580-100%$1.9M———
Legacy Financial Advisors, Inc.
N/A—2,568-2,568-100%$1.9M———
Laidlaw Wealth Management LLC
N/A—2,568-2,568-100%$1.9M———
Alaethes Wealth, LLC
N/A—2,559-2,559-100%$1.9M———
Sentinel Wealth Management, Inc.
N/A—2,550-2,550-100%$1.9M———
Cedar Wealth Management, LLC
N/A—2,530-2,530-100%$1.9M———
Integrity Wealth Solutions LLC
N/A—2,523-2,523-100%$1.9M———
Pacific Point Advisors, LLC
N/A—2,514-2,514-100%$1.9M———
Transamerica Financial Advisors, LLC
N/A—2,511-2,511-100%$1.9M———
Hobbs Group Advisors, LLC
N/A—2,507-2,507-100%$1.8M———
Vantage Point Financial LLC
N/A—2,492-2,492-100%$1.8M———
State of Wisconsin Investment Board
N/A—2,479-2,479-100%$1.8M———
Paradigm Capital Management, LLC
N/A—2,471-2,471-100%$1.8M———
Geometric Wealth Advisors
N/A—2,471-2,471-100%$1.8M———
Thompson David Blair
N/A—2,459-2,459-100%$1.8M———
Capital Asset Managemnet, LLC
N/A—2,458-2,458-100%$1.8M———
Northstar Financial Companies, Inc.
N/A—2,448-2,448-100%$1.8M———
WealthShield Partners, LLC
N/A—2,422-2,422-100%$1.8M———
Second Line Capital, LLC
N/A—2,419-2,419-100%$1.8M———
CacheTech Inc.
N/A—2,391-2,391-100%$1.8M———
Aspire Growth Partners LLC
N/A—2,362-2,362-100%$1.7M———
Arkos Global Advisors
N/A—2,361-2,361-100%$1.7M———
Charter Research & Investment Group, Inc.
N/A—2,344-2,344-100%$1.7M———
Brevan Howard Capital Management LP
N/A—2,338-2,338-100%$1.7M———
Tiaa Wealth Investment Management LLC
N/A—2,333-2,333-100%$1.7M———
Fiducient Advisors LLC
N/A—2,330-2,330-100%$1.7M———
Genesis Financial Group, LLC
N/A—2,327-2,327-100%$1.7M———
Xcelsior Advisor Partners LLC
N/A—2,325-2,325-100%$1.7M———
Granger Management LLC
N/A—2,319-2,319-100%$1.7M———
WealthTrust Axiom LLC
N/A—2,307-2,307-100%$1.7M———
Private Capital Management, LLC
N/A—2,306-2,306-100%$1.7M———
Manhattan West Asset Management, LLC
N/A—2,292-2,292-100%$1.7M———
Berkshire Asset Management LLC
N/A—2,277-2,277-100%$1.7M———
Cascade Wealth Advisors, Inc
N/A—2,266-2,266-100%$1.6M———
Sun Financial Inc
N/A—2,260-2,260-100%$1.6M———
Blackhawk Capital Partners, LLC
N/A—2,259-2,259-100%$1.7M———
Icon Wealth Advisors, LLC
N/A—2,257-2,257-100%$1.7M———
Regatta Research & Money Management
N/A—2,255-2,255-100%$1.7M———
Northstar Group, Inc.
N/A—2,254-2,254-100%$1.7M———
Arvest Bank Trust Division
N/A—2,253-2,253-100%$1.7M———
Sheridan Capital Management, LLC
N/A—2,211-2,211-100%$1.6M———
Goldstream Capital Management Ltd
N/A—2,200-2,200-100%$1.6M———
Atlas Legacy Advisors, LLC
N/A—2,170-2,170-100%$1.6M———
Chesapeake Asset Management LLC
N/A—2,167-2,167-100%$824.4K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—2,162-2,162-100%$1.6M———
Reliant Investment Partners, LLC
N/A—2,149-2,149-100%$1.6M———
Townsquare Capital LLC
N/A—2,132-2,132-100%$1.6M———
ArchPoint Investors
N/A—2,120-2,120-100%$1.6M———
17 Capital Partners, LLC
N/A—2,113-2,113-100%$1.6M———
Sittner & Nelson, LLC
N/A—2,110-2,110-100%$1.6M———
Boothbay Fund Management, LLC
N/A—2,100-2,100-100%$1.5M———
Monetary Management Group Inc
N/A—2,100-2,100-100%$1.5M———
Rialto Wealth Management, LLC
N/A—2,088-2,088-100%$1.5M———
Slagle Financial, LLC
N/A—2,088-2,088-100%$1.5M———
Miller Investment Management, LP
N/A—2,084-2,084-100%$1.5M———
Black Swift Group, LLC
N/A—2,075-2,075-100%$1.5M———
Quantum Portfolio Management LLC
N/A—2,069-2,069-100%$1.5M———
Lowe Brockenbrough & Co Inc
N/A—2,029-2,029-100%$1.5M———
D. E. Shaw & Co., Inc.
N/A—2,022-2,022-100%$1.5M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—2,022-2,022-100%$1.5M———
L & S Advisors Inc
N/A—2,003-2,003-100%$1.5M———
Intellectus Partners, LLC
N/A—1,970-1,970-100%$1.5M———
Roble, Belko & Company, Inc
N/A—1,957-1,957-100%$1.4M———
Dunhill Financial, LLC
N/A—1,948-1,948-100%$1.4M———
FMB Wealth Management
N/A—1,947-1,947-100%$1.4M———
Silver OAK Wealth Advisors Services, LLC
N/A—1,930-1,930-100%$1.4M———
1015 Capital Partners, LLC
N/A—1,921-1,921-100%$1.4M———
Shufro Rose & Co LLC
N/A—1,912-1,912-100%$1.4M———
Truepoint, Inc.
N/A—1,911-1,911-100%$1.4M———
5T Wealth, LLC
N/A—1,900-1,900-100%$1.4M———
Trajan Wealth LLC
N/A—1,893-1,893-100%$1.4M———
Axis Wealth Partners, LLC
N/A—1,889-1,889-100%$1.4M———
Quotient Wealth Partners, LLC
N/A—1,879-1,879-100%$1.4M———
Significant Wealth Partners LLC
N/A—1,874-1,874-100%$1.4M———
Drake & Associates, LLC
N/A—1,871-1,871-100%$1.4M———
Heritage Wealth Advisors
N/A—1,868-1,868-100%$1.4M———
Lumbard & Kellner, LLC
N/A—1,865-1,865-100%$1.4M———
Heritage Trust Co
N/A—1,864-1,864-100%$1.4M———
Lcnb Corp
N/A—1,863-1,863-100%$1.4M———
Wealth Care LLC
N/A—1,847-1,847-100%$1.4M———
Smart Money Group LLC
N/A—1,814-1,814-100%$1.3M———
Kelman-Lazarov, Inc.
N/A—1,810-1,810-100%$1.3M———
Trustco Bank Corp N Y
N/A—1,796-1,796-100%$1.3M———
ODonnell Financial Services, LLC
N/A—1,793-1,793-100%$1.3M———
Inspire Advisors, LLC
N/A—1,777-1,777-100%$1.3M———
McDonough Capital Management, Inc
N/A—1,776-1,776-100%$1.3M———
Syon Capital LLC
N/A—1,776-1,776-100%$1.3M———
Mairs & Power Inc
N/A—1,770-1,770-100%$1.3M———
Aureus Asset Management, LLC
N/A—1,765-1,765-100%$1.3M———
Faithward Advisors, LLC
N/A—1,763-1,763-100%$1.3M———
Wealth Advisors of Iowa, LLC
N/A—1,759-1,759-100%$1.3M———
Valley Financial Group, Inc.
N/A—1,746-1,746-100%$1.3M———
LWM Advisory Services, LLC
N/A—1,727-1,727-100%$1.3M———
Wealthgarden F.S. LLC
N/A—1,719-1,719-100%$1.3M———
Mattson Financial Services, LLC
N/A—1,717-1,717-100%$1.2M———
Aspire Capital Advisors LLC
N/A—1,715-1,715-100%$1.3M———
Koss-Olinger Consulting, LLC
N/A—1,713-1,713-100%$1.3M———
PAX Financial Group, LLC
N/A—1,710-1,710-100%$1.3M———
Laffer Tengler Investments, Inc.
N/A—1,707-1,707-100%$1.3M———
EWA, LLC
N/A—1,705-1,705-100%$1.3M———
Bantamac Capital, LLC
N/A—1,700-1,700-100%$1.3M———
Brand Asset Management Group, Inc.
N/A—1,698-1,698-100%$1.3M———
Hills Bank & Trust Co
N/A—1,671-1,671-100%$1.2M———
Maimon Wealth Management Ltd.
N/A—1,665-1,665-100%$1.2M———
Compass Advisory Group LLC
N/A—1,662-1,662-100%$1.2M———
Ankerstar Wealth, LLC
N/A—1,661-1,661-100%$1.2M———
Old North State Trust, LLC
N/A—1,650-1,650-100%$1.2M———
Prime Buchholz LLC
N/A—1,640-1,640-100%$1.2M———
Signet Private Wealth LLC
N/A—1,638-1,638-100%$1.2M———
Flatrock Wealth Partners LLC
N/A—1,634-1,634-100%$1.2M———
Genesis Wealth Advisors, LLC
N/A—1,614-1,614-100%$1.2M———
Resolute Wealth Strategies, LLC
N/A—1,611-1,611-100%$1.2M———
Tulsa Wealth Advisors, Inc
N/A—1,609-1,609-100%$1.2M———
Roehl & Yi Investment Advisors, LLC
N/A—1,598-1,598-100%$1.2M———
Nelson Capital Management, LLC
N/A—1,596-1,596-100%$1.2M———
Element Wealth, LLC
N/A—1,593-1,593-100%$1.2M———
Fund Advisors of America Inc
N/A—1,577-1,577-100%$1.2M———
Cannon Wealth Management Services, LLC
N/A—1,573-1,573-100%$1.2M———
FSB Premier Wealth Management, Inc.
N/A—1,565-1,565-100%$1.2M———
Storen Legacy Partners, LLC
N/A—1,557-1,557-100%$1.1M———
MJP Associates Inc
N/A—1,548-1,548-100%$1.1M———
Howe & Rusling Inc
N/A—1,547-1,547-100%$1.1M———
Main Street Research LLC
N/A—1,531-1,531-100%$1.1M———
ST Germain D J Co Inc
N/A—1,530-1,530-100%$1.1M———
Ewing Morris & Co. Investment Partners Ltd.
N/A—1,525-1,525-100%$1.1M———
AMJ Financial Wealth Management
N/A—1,523-1,523-100%$879.0K———
Wealth Alliance, LLC
N/A—1,520-1,520-100%$1.1M———
Synergy Financial Group, LTD
N/A—1,513-1,513-100%$1.1M———
Vanguard Personalized Indexing Management, LLC
N/A—1,503-1,503-100%$1.1M———
Mizuho Securities USA LLC
N/A—1,500-1,500-100%$865.8K———
First Western Trust Bank
N/A—1,499-1,499-100%$1.1M———
Naviter Wealth, LLC
N/A—1,486-1,486-100%$1.1M———
Stratos Investment Management, LLC
N/A—1,481-1,481-100%$1.1M———
Crux Wealth Advisors
N/A—1,479-1,479-100%$1.1M———
Colonial Trust Advisors
N/A—1,478-1,478-100%$1.1M———
Cura Wealth Advisors, LLC
N/A—1,470-1,470-100%$1.1M———
Legacy Wealth Managment, LLC
N/A—1,455-1,455-100%$1.1M———
Hudson Value Partners, LLC
N/A—1,454-1,454-100%$1.1M———
Jupiter Wealth Management LLC
N/A—1,450-1,450-100%$1.1M———
Disciplined Investors, L.L.C.
N/A—1,448-1,448-100%$1.1M———
North Star Asset Management Inc
N/A—1,448-1,448-100%$1.1M———
D L Carlson Investment Group Inc
N/A—1,446-1,446-100%$1.1M———
O'rourke & Company, Inc
N/A—1,445-1,445-100%$1.1M———
Peninsula Asset Management Inc
N/A—1,435-1,435-100%$1.1M———
Swisher Financial Concepts, Inc.
N/A—1,430-1,430-100%$1.1M———
Seneschal Advisors, LLC
N/A—1,425-1,425-100%$1.0M———
Permanent Capital Management, LP
N/A—1,423-1,423-100%$1.0M———
First Financial Bankshares Inc
N/A—1,420-1,420-100%$1.0M———
UP Strategic Wealth Investment Advisors LLC
N/A—1,418-1,418-100%$1.0M———
Potentia Wealth
N/A—1,413-1,413-100%$1.0M———
Jackson Wealth Management, LLC
N/A—1,412-1,412-100%$1.0M———
Greenland Capital Management LP
N/A—1,403-1,403-100%$1.0M———
Colonial Trust Co / SC
N/A—1,394-1,394-100%$1.0M———
WJ Financial Advisors LLC
N/A—1,385-1,385-100%$1.0M———
Proffitt & Goodson Inc
N/A—1,369-1,369-100%$1.0M———
Oak Wealth Advisors LLC
N/A—1,367-1,367-100%$1.0M———
Johnson Wealth Management, LLC
N/A—1,364-1,364-100%$1.0M———
One Charles Private Wealth Services, LLC
N/A—1,352-1,352-100%$995.7K———
Summitry LLC
N/A—1,350-1,350-100%$994.1K———
Sollinda Capital Management LLC
N/A—1,345-1,345-100%$990.5K———
Wealthedge Investment Advisors, LLC
N/A—1,339-1,339-100%$986.7K———
Legacy Capital Wealth Management, LLC
N/A—1,337-1,337-100%$984.6K———
Wulff, Hansen & Co.
N/A—1,335-1,335-100%$983.1K———
Wilson & Boucher Capital Management, LLC
N/A—1,333-1,333-100%$981.4K———
Avise Financial Cooperative, Inc.
N/A—1,324-1,324-100%$975.1K———
White Pine Capital LLC
N/A—1,312-1,312-100%$965.8K———
Index Technologies Group LLC
N/A—1,307-1,307-100%$962.5K———
Ranch Capital Advisors Inc.
N/A—1,298-1,298-100%$956.8K———
Atlas Capital Advisors Inc.
N/A—1,287-1,287-100%$947.7K———
Abbot Financial Management, Inc.
N/A—1,286-1,286-100%$947.0K———
BCI Securities, Inc.
N/A—1,281-1,281-100%$943.3K———
WPWealth LLP
N/A—1,273-1,273-100%$937.3K———
Brogan Financial, Inc.
N/A—1,270-1,270-100%$935.4K———
Tolleson Wealth Management, Inc.
N/A—1,266-1,266-100%$932.3K———
M. Kulyk & Associates, LLC
N/A—1,265-1,265-100%$931.6K———
Strive Financial Group,LLC
N/A—1,258-1,258-100%$926.5K———
Wallace Advisory Group, LLC
N/A—1,243-1,243-100%$915.5K———
PIN OAK Investment Advisors Inc
N/A—1,231-1,231-100%$906.0K———
Two Sigma Securities, LLC
N/A—1,231-1,231-100%$906.5K———
Henson-Edgewater Management, LLC
N/A—1,226-1,226-100%$887.3K———
Caerus Investment Advisors, LLC
N/A—1,224-1,224-100%$901.4K———
Capasso Planning Partners LLC
N/A—1,217-1,217-100%$896.2K———
Unconventional Investor, LLC
N/A—1,215-1,215-100%$894.9K———
Investment Advisory Services Group LLC
N/A—1,209-1,209-100%$890.2K———
Optas, LLC
N/A—1,207-1,207-100%$888.9K———
Corsicana & Co.
N/A—1,200-1,200-100%$883.7K———
Permanens Capital L.P.
N/A—1,199-1,199-100%$884.0K———
Retirement Management Systems Inc.
N/A—1,196-1,196-100%$880.7K———
Expressive Wealth LLC
N/A—1,192-1,192-100%$877.5K———
Rather & Kittrell, Inc.
N/A—1,189-1,189-100%$875.6K———
Rockbridge Investment Management, LCC
N/A—1,179-1,179-100%$868.6K———
Trinity Legacy Partners, LLC
N/A—1,175-1,175-100%$829.2K———
Delta Asset Management LLC
N/A—1,169-1,169-100%$860.9K———
Northeast Planning Associates, Inc. / NH /
N/A—1,159-1,159-100%$827.0K———
Walsh & Associates, LLC
N/A—1,149-1,149-100%$846.1K———
Prelude Capital Management, LLC
N/A—1,137-1,137-100%$837.3K———
Godshalk Welsh Capital Management, Inc.
N/A—1,135-1,135-100%$835.8K———
Windward Capital Management Co
N/A—1,135-1,135-100%$835.8K———
Larch Capital Partners LLC
N/A—1,122-1,122-100%$826.4K———
Burling Wealth Partners, LLC
N/A—1,116-1,116-100%$821.8K———
Garrison Point Advisors, LLC
N/A—1,115-1,115-100%$821.1K———
Pitti Group Wealth Management, LLC
N/A—1,114-1,114-100%$820.4K———
Bannerstone Capital Management, LLC
N/A—1,107-1,107-100%$814.9K———
Park Place Capital Corp
N/A—1,105-1,105-100%$813.4K———
Cornerstone Capital, Inc.
N/A—1,096-1,096-100%$807.1K———
Schrum Private Wealth Management LLC
N/A—1,090-1,090-100%$531.7K———
Prasad Wealth Partners, LLC
N/A—1,089-1,089-100%$802.2K———
Gallo Partners, LP
N/A—1,089-1,089-100%$801.9K———
GeoWealth Management, LLC
N/A—1,085-1,085-100%$799.0K———
Brasada Capital Management, LP
N/A—1,085-1,085-100%$798.8K———
Independent Family Office, LLC
N/A—1,083-1,083-100%$797.5K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—1,079-1,079-100%$794.6K———
Keystone Financial Services
N/A—1,077-1,077-100%$792.8K———
Raffa Wealth Management, LLC
N/A—1,077-1,077-100%$793.2K———
Forefront Wealth Partners, LLC
N/A—1,062-1,062-100%$782.3K———
LRI Investments, LLC
N/A—1,062-1,062-100%$782.1K———
Sivia Capital Partners, LLC
N/A—1,054-1,054-100%$776.2K———
Shelton Capital Management
N/A—1,051-1,051-100%$774.0K———
Evergreen Wealth Partners LLC
N/A—1,050-1,050-100%$773.2K———
Cape ANN Savings Bank
N/A—1,035-1,035-100%$762.2K———
Resources Management Corp
N/A—1,032-1,032-100%$760.1K———
Legacy Wealth Advisors, LLC
N/A—1,030-1,030-100%$758.5K———
Beta Wealth Group, Inc.
N/A—1,028-1,028-100%$757.0K———
Rice Partnership, LLC
N/A—1,026-1,026-100%$755.6K———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,023-1,023-100%$753.3K———
Adapt Wealth Advisors, LLC
N/A—1,022-1,022-100%$752.9K———
Whalerock Point Partners, LLC
N/A—1,011-1,011-100%$744.5K———
TAGStone Capital, Inc.
N/A—1,005-1,005-100%$741.0K———
First National Advisers, LLC
N/A—995-995-100%$732.7K———
Alesco Advisors, LLC, An ESL Co
N/A—995-995-100%$732.4K———
Members Advisory Group LLC
N/A—994-994-100%$734.9K———
Bragg Financial Advisors, Inc
N/A—989-989-100%$728.3K———
J. M. Brown & Associates Inc.
N/A—986-986-100%$726.0K———
Bridges Investment Management Inc
N/A—970-970-100%$714.3K———
Claret Asset Management Corp
N/A—966-966-100%$711.0K———
KKM Financial LLC
N/A—959-959-100%$706.2K———
Aimz Investment Advisors, LLC
N/A—959-959-100%$706.5K———
Hershey Financial Advisers, LLC
N/A—946-946-100%$696.6K———
Strategic Investment Advisors / MI
N/A—946-946-100%$696.9K———
Nicholson Wealth Management Group, LLC
N/A—945-945-100%$695.9K———
Swan Capital LLC
N/A—944-944-100%$695.2K———
Southeast Asset Advisors, LLC
N/A—939-939-100%$691.7K———
Pitcairn Wealth Advisors LLC
N/A—939-939-100%$691.5K———
Shepherd Kaplan Krochuk, LLC
N/A—935-935-100%$688.7K———
Orcam Financial Group
N/A—934-934-100%$687.7K———
NerdWallet Wealth Partners, LLC
N/A—930-930-100%$685.0K———
Troutman Wealth Management, LLC
N/A—927-927-100%$682.6K———
Brandywine Trust Co
N/A—920-920-100%$677.5K———
Parkwoods Wealth Partners, LLC
N/A—915-915-100%$673.8K———
Fortune Financial Advisors, LLC
N/A—910-910-100%$670.0K———
TFO Wealth Partners, LLC
N/A—895-895-100%$658.9K———
Planning Alternatives LTD
N/A—891-891-100%$655.9K———
SIH Partners, Lllp
N/A—891-891-100%$656.1K———
Sykon Capital LLC
N/A—887-887-100%$653.0K———
Monograph Wealth Advisors, LLC
N/A—881-881-100%$649.2K———
First Long Island Investors, LLC
N/A—875-875-100%$644.4K———
Chatterton & Associates Inc.
N/A—872-872-100%$630.7K———
Navellier & Associates Inc
N/A—872-872-100%$642.1K———
RPg Family Wealth Advisory, LLC
N/A—869-869-100%$639.7K———
CFO4Life Group, LLC
N/A—862-862-100%$634.4K———
Macro Advisors, Inc.
N/A—861-861-100%$633.7K———
Lakeridge Wealth Management LLC
N/A—861-861-100%$633.8K———
Shared Vision Wealth Group LLC
N/A—860-860-100%$633.3K———
Foster & Motley Inc
N/A—858-858-100%$632.0K———
Twin Lakes Capital Management, LLC
N/A—853-853-100%$628.3K———
Three Cord True Wealth Management, LLC
N/A—851-851-100%$626.6K———
Sargent Investment Group, LLC
N/A—851-851-100%$626.7K———
Miramar Capital, LLC
N/A—848-848-100%$624.5K———
Summit Wealth & Retirement Planning, Inc.
N/A—848-848-100%$624.1K———
Boston Research & Management Inc
N/A—847-847-100%$623.5K———
Resurgent Financial Advisors LLC
N/A—845-845-100%$622.3K———
Benchmark Investment Advisors LLC
N/A—843-843-100%$621.0K———
Chancellor Financial Group WB LP
N/A—832-832-100%$612.7K———
Bearing Point Capital, LLC
N/A—825-825-100%$607.5K———
Blue Chip Partners, LLC
N/A—817-817-100%$602.0K———
PCM Encore, LLC
N/A—799-799-100%$588.4K———
Meridian Wealth Partners, LLC
N/A—790-790-100%$581.5K———
Westshore Wealth, LLC
N/A—779-779-100%$573.8K———
HTG Investment Advisors, Inc.
N/A—774-774-100%$570.3K———
Stokes Family Office, LLC
N/A—773-773-100%$569.3K———
Strathmore Capital Advisors, Inc.
N/A—770-770-100%$545.9K———
Avant Capital LLC
N/A—768-768-100%$565.2K———
S Harris Financial Group, LLC
N/A—767-767-100%$565.1K———
Aspiring Ventures, LLC
N/A—766-766-100%$564.0K———
American Wealth Advisors, LLC
N/A—763-763-100%$561.7K———
Wood Tarver Financial Group, LLC
N/A—756-756-100%$556.0K———
KMT Wealth Management, LLC
N/A—746-746-100%$549.4K———
AssuredPartners Investment Advisors, LLC
N/A—744-744-100%$547.8K———
Legacy Capital Group California, Inc.
N/A—743-743-100%$547.2K———
AXQ Capital, LP
N/A—737-737-100%$542.7K———
SK Wealth Management, LLC
N/A—737-737-100%$531.4K———
Abound Financial, LLC
N/A—735-735-100%$540.9K———
Wisconsin Capital Management LLC
N/A—734-734-100%$540.5K———
1776 Wealth LLC
N/A—732-732-100%$539.0K———
CNB Bank
N/A—729-729-100%$536.8K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—725-725-100%$533.9K———
Arbor Trust Wealth Advisors, LLC
N/A—720-720-100%$530.1K———
Millington Financial Advisors, LLC
N/A—719-719-100%$500.2K———
Brio Consultants, LLC
N/A—717-717-100%$528.3K———
Francis Financial, Inc.
N/A—715-715-100%$526.5K———
New Insight Wealth Advisors
N/A—713-713-100%$525.2K———
Caxton Associates LLP
N/A—701-701-100%$516.2K———
Note Advisors, LLC
N/A—696-696-100%$512.5K———
von Borstel & Associates, Inc.
N/A—695-695-100%$512.0K———
ESL Trust Services, LLC
N/A—693-693-100%$510.3K———
Optimus Capital Advisors, LLC
N/A—692-692-100%$509.6K———
RFP Financial Group LLC
N/A—692-692-100%$509.6K———
Zevin Asset Management LLC
N/A—681-681-100%$501.5K———
Ellevest, Inc.
N/A—681-681-100%$472.4K———
Authentikos Wealth Advisory, LLC
N/A—678-678-100%$499.0K———
Cetera Trust Company, N.a
N/A—677-677-100%$498.5K———
Kinloch Capital, LLC
N/A—675-675-100%$497.1K———
Atlantic Family Wealth, LLC
N/A—675-675-100%$497.1K———
Napier Financial, LLC
N/A—673-673-100%$495.6K———
Hill Investment Group Partners, LLC
N/A—672-672-100%$495.1K———
TRB Wealth Management, LLC
N/A—672-672-100%$494.8K———
New Republic Capital, LLC
N/A—667-667-100%$491.2K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—667-667-100%$491.2K———
Cornerstone Financial Group, LLC
N/A—664-664-100%$488.8K———
Roberts Glore & Co Inc
N/A—664-664-100%$489.0K———
BWM Planning, LLC
N/A—663-663-100%$488.2K———
Landing Point Financial Group, LLC
N/A—662-662-100%$487.5K———
Core Wealth Advisors, Inc.
N/A—660-660-100%$486.3K———
Gallagher Fiduciary Advisors, LLC
N/A—660-660-100%$486.1K———
V2 Financial group LLC
N/A—657-657-100%$483.8K———
Ruggaard & Associates LLC
N/A—654-654-100%$481.6K———
Park Square Financial Group, LLC
N/A—651-651-100%$479.4K———
KEB Asset Management, LLC
N/A—650-650-100%$478.9K———
Avalon Trust Co
N/A—647-647-100%$476.5K———
Daner Wealth Management, LLC
N/A—642-642-100%$470.0K———
Payne Capital Management, LLC
N/A—639-639-100%$470.9K———
Libra Wealth LLC
N/A—636-636-100%$468.4K———
Hexagon Capital Partners LLC
N/A—633-633-100%$465.8K———
Chico Wealth RIA
N/A—630-630-100%$463.9K———
Elgethun Capital Management
N/A—627-627-100%$461.5K———
Hudson Portfolio Management LLC
N/A—619-619-100%$455.8K———
Wiser Advisor Group LLC
N/A—618-618-100%$455.4K———
American Asset Management Inc.
N/A—610-610-100%$449.2K———
Rench Wealth Management, Inc.
N/A—609-609-100%$448.6K———
Dover Advisors, LLC
N/A—607-607-100%$372.9K———
Regimen Wealth, LLC
N/A—603-603-100%$444.2K———
Trevian Wealth Management LLC
N/A—602-602-100%$443.5K———
Tevis Investment Management
N/A—602-602-100%$443.4K———
ExodusPoint Capital Management, LP
N/A—599-599-100%$441.1K———
Alpha Financial Advisors, LLC
N/A—598-598-100%$440.1K———
Farmers National Bank
N/A—597-597-100%$439.6K———
Thomasville National Bank
N/A—597-597-100%$439.6K———
Leigh Baldwin & Co., LLC
N/A—594-594-100%$437.4K———
Goepper Burkhardt LLC
N/A—589-589-100%$433.7K———
Curio Wealth, LLC
N/A—588-588-100%$432.8K———
City National Bank of Florida
N/A—588-588-100%$433.0K———
Baldwin Investment Management, LLC
N/A—587-587-100%$432.5K———
Biondo Investment Advisors, LLC
N/A—582-582-100%$428.6K———
Rodgers Brothers Inc.
N/A—581-581-100%$427.8K———
Strategic Investment Solutions, Inc.
N/A—580-580-100%$426.6K———
Paces Ferry Wealth Advisors, LLC
N/A—579-579-100%$426.5K———
Fi3 Financial Advisors, LLC
N/A—579-579-100%$230.3K———
Mason & Associates Inc
N/A—578-578-100%$425.6K———
Brown Financial Advisors
N/A—573-573-100%$422.0K———
Presper Financial Architects, LLC
N/A—572-572-100%$421.5K———
Allred Capital Management, LLC
N/A—570-570-100%$419.7K———
Security National Bank of SO DAK
N/A—567-567-100%$417.5K———
One Wealth Map LLC
N/A—565-565-100%$373.9K———
FLC Capital Advisors
N/A—564-564-100%$415.3K———
Revere Asset Management, Inc
N/A—562-562-100%$413.9K———
Centrica Wealth Management, LLC
N/A—560-560-100%$369———
Legacy Financial Group LLC
N/A—557-557-100%$410.1K———
Houlihan Financial Resource Group, Ltd.
N/A—554-554-100%$407.9K———
Osterweis Capital Management Inc
N/A—551-551-100%$405.8K———
Mainstay Capital Management LLC
N/A—550-550-100%$405.3K———
Copia Wealth Management
N/A—546-546-100%$402.1K———
Mark Sheptoff Financial Planning, LLC
N/A—542-542-100%$399.1K———
Providence Capital Advisors, LLC
N/A—541-541-100%$398.5K———
Drive Wealth Management, LLC
N/A—534-534-100%$393.6K———
Demming Financial Services Corp
N/A—534-534-100%$393.2K———
Wayfinding Financial, LLC
N/A—533-533-100%$392.0K———
Professional Financial Solutions LLC
N/A—532-532-100%$391.8K———
IFS Group,LLC
N/A—530-530-100%$389.9K———
ArborFi Advisors, LLC
N/A—526-526-100%$387.3K———
WFA of San Diego, LLC
N/A—524-524-100%$383.5K———
VestGen Investment Management
N/A—523-523-100%$385.0K———
Talisman Wealth Advisors LLC
N/A—513-513-100%$378.0K———
Fairlight Advisors
N/A—509-509-100%$374.8K———
Brooks, Moore & Associates, Inc.
N/A—505-505-100%$371.9K———
BHK Investment Advisors, LLC
N/A—503-503-100%$370.4K———
Ruedi Wealth Management, Inc.
N/A—501-501-100%$368.9K———
TPG Financial Advisors, LLC
N/A—501-501-100%$368.9K———
Harvey Capital Management Inc
N/A—500-500-100%$368.2K———
Emissary Wealth LLC
N/A—499-499-100%$367.4K———
Alexander Labrunerie & Co., Inc.
N/A—499-499-100%$367.5K———
Financial Gravity Companies, Inc.
N/A—498-498-100%$366.7K———
FreeGulliver LLC
N/A—493-493-100%$362.8K———
Cassady Wealth & Retirement Planning, LLC
N/A—492-492-100%$362.5K———
Grand Wealth Management, LLC
N/A—490-490-100%$360.9K———
Pinnacle Holdings, LLC
N/A—486-486-100%$357.9K———
Graney & King, LLC
N/A—482-482-100%$355.0K———
New World Advisors LLC
N/A—481-481-100%$354.2K———
Buffalo Business & Estate Services LTD
N/A—481-481-100%$354.3K———
RED Reef Advisors LLC
N/A—480-480-100%$353.6K———
R.H. Investment Group, LLC
N/A—480-480-100%$353.5K———
Fairfield, Bush & Co.
N/A—475-475-100%$349.5K———
Knightsbridge Asset Management, LLC
N/A—475-475-100%$349.7K———
Cary Street Partners Investment Advisory LLC
N/A—474-474-100%$349.1K———
Sterneck Capital Management, LLC
N/A—471-471-100%$346.8K———
Banque Transatlantique SA
N/A—470-470-100%$346.1K———
Rogco, LP
N/A—470-470-100%$346.1K———
Planning Center, Inc.
N/A—467-467-100%$343.9K———
LEE Johnson Capital Management, LLC
N/A—466-466-100%$343.2K———
Broadview Financial Management, LLC
N/A—465-465-100%$342.6K———
Beaird Harris Wealth Management, LLC
N/A—460-460-100%$338.6K———
Clarion Wealth Managment Partners, LLC
N/A—458-458-100%$337.4K———
TD Capital Management LLC
N/A—458-458-100%$337.1K———
Port Capital LLC
N/A—458-458-100%$337.3K———
Douglass Winthrop Advisors, LLC
N/A—457-457-100%$336.5K———
Stonebridge Capital Advisors LLC
N/A—450-450-100%$331.7K———
NFC Investments, LLC
N/A—450-450-100%$331.0K———
Generation Capital Management LLC
N/A—447-447-100%$329.2K———
Aventura Private Wealth, LLC
N/A—442-442-100%$325.5K———
Torrey-Payne Wealth Management, LLC
N/A—441-441-100%$324.8K———
Paragon Financial Partners, Inc.
N/A—440-440-100%$308.0K———
CoreFirst Bank & Trust
N/A—440-440-100%$324.0K———
Van Diest Capital, LLC
N/A—436-436-100%$321.1K———
Causey Wealth LLC
N/A—435-435-100%$320.3K———
HighMark Wealth Management LLC
N/A—434-434-100%$319.7K———
Palladiem, LLC
N/A—430-430-100%$316.7K———
One Wealth Advisors, LLC
N/A—429-429-100%$315.9K———
Steigerwald, Gordon & Koch Inc.
N/A—425-425-100%$313.1K———
Hilltop Wealth Advisors, LLC
N/A—425-425-100%$313.0K———
Elm Partners Management LLC
N/A—424-424-100%$312.5K———
Chesapeake Wealth Management
N/A—423-423-100%$311.5K———
Innovative Asset Advisors Group, LLC
N/A—418-418-100%$307.5K———
Legacy PCG, LLC
N/A—416-416-100%$299.9K———
Ogorek Anthony Joseph
N/A—415-415-100%$305.0K———
Calydon Capital
N/A—415-415-100%$305.8K———
Beckerman Institutional, LLC
N/A—411-411-100%$301.4K———
Tilson Financial Group, Inc.
N/A—410-410-100%$301.6K———
Paul R. Ried Financial Group, LLC
N/A—409-409-100%$301.2K———
Investors Portfolio Services LLC
N/A—405-405-100%$298.2K———
Lathrop Investment Management Co
N/A—405-405-100%$299.0K———
Hirtle & Co., LLC
N/A—404-404-100%$297.5K———
Indie Asset Partners, LLC
N/A—401-401-100%$295.0K———
Field & Main Bank
N/A—400-400-100%$294.6K———
Madison Asset Management, LLC
N/A—400-400-100%$294.6K———
Comprehensive Money Management Services LLC
N/A—400-400-100%$294.6K———
Members Trust Co
N/A—399-399-100%$293.8K———
MWA Asset Management
N/A—397-397-100%$292.4K———
Balanced Rock Investment Advisors LLC
N/A—397-397-100%$292.0K———
Daiichi Life International Holdings LLC
N/A—396-396-100%$291.6K———
Toews Corp
N/A—392-392-100%$288.7K———
Giverny Capital Inc.
N/A—391-391-100%$287.9K———
Rowlandmiller & Partners.adv
N/A—390-390-100%$287.2K———
Meramec Financial Planners, LLC
N/A—385-385-100%$262.7K———
Compton Financial Group, LLC
N/A—381-381-100%$280.6K———
Luminist Capital LLC
N/A—381-381-100%$280.7K———
Vigil Wealth Management, LLC
N/A—380-380-100%$279.8K———
Freedom Investment Management, Inc.
N/A—379-379-100%$279.1K———
IFC Advisors LLC
N/A—377-377-100%$277.8K———
Motco
N/A—375-375-100%$276.2K———
Clifford Group, LLC
N/A—374-374-100%$275.4K———
Tribridge Partners Financial LLC
N/A—374-374-100%$255.1K———
Wharton Business Group, LLC
N/A—366-366-100%$269.5K———
Brave Asset Management Inc
N/A—365-365-100%$268.8K———
Trailhead Planners LLC
N/A—363-363-100%$267.1K———
Blalock Williams, LLC
N/A—362-362-100%$266.6K———
Plum Street Advisors, LLC
N/A—361-361-100%$266.0K———
Godfrey Financial Associates, Inc.
N/A—360-360-100%$264.8K———
LifePlan Investment Advisors, Inc.
N/A—359-359-100%$264.4K———
Capital Counsel LLC
N/A—358-358-100%$263.6K———
Theory Financial LLC
N/A—356-356-100%$262.2K———
Caldwell Sutter Capital, Inc.
N/A—353-353-100%$259.9K———
Callahan Advisors, LLC
N/A—351-351-100%$258.8K———
Navalign, LLC
N/A—350-350-100%$257.9K———
Harbour Investment Management LLC
N/A—347-347-100%$256.0K———
Triton Financial Group Inc
N/A—347-347-100%$255.5K———
Beck Capital Management, LLC
N/A—347-347-100%$255.5K———
Boston Partners
N/A—346-346-100%$314.7K———
Bank of the Bluegrass & Trust Co.
N/A—346-346-100%$256.0K———
Cypress Capital Management LLC (WY)
N/A—341-341-100%$251.1K———
WorthPointe, LLC
N/A—341-341-100%$251.1K———
Wallace Capital Management Inc.
N/A—341-341-100%$250.9K———
Ashford Capital Management Inc
N/A—338-338-100%$248.9K———
Hopwood Nicholas Hunter
N/A—335-335-100%$246.5K———
Centiva Capital, LP
N/A—335-335-100%$246.7K———
Planwiser Financial, LLC
N/A—331-331-100%$243.7K———
Cornerstone Select Advisors, LLC
N/A—330-330-100%$243.1K———
Bellevue Asset Management, LLC
N/A—330-330-100%$243.3K———
Empire Financial Management Company, LLC
N/A—328-328-100%$242.1K———
Tripletail Wealth Management, LLC
N/A—325-325-100%$231.6K———
Ceeto Capital Group, LLC
N/A—324-324-100%$239.0K———
Northwest Quadrant Wealth Management, LLC
N/A—320-320-100%$235.5K———
Bellwether Advisors, LLC
N/A—318-318-100%$234.2K———
Great OAK Capital Partners, LLC
N/A—318-318-100%$226.0K———
Sunflower Bank, N.A.
N/A—314-314-100%$231.2K———
Argent Advisors, Inc.
N/A—312-312-100%$229.8K———
Fox Hill Wealth Management
N/A—312-312-100%$229.8K———
Pinnacle Wealth Management, LLC
N/A—309-309-100%$227.6K———
Stonebridge Capital Management Inc
N/A—307-307-100%$226.6K———
Alley Investment Management Company, LLC
N/A—302-302-100%$222.4K———
Hamilton Wealth, LLC
N/A—302-302-100%$222.4K———
Scientech Research LLC
N/A—302-302-100%$222.4K———
Hikari Tsushin, Inc.
N/A—302-302-100%$222.4K———
Luxor Capital Group, LP
N/A—300-300-100%$220.9K———
Jacobson & Schmitt Advisors, LLC
N/A—300-300-100%$220.9K———
Coign Capital Advisors LLC
N/A—298-298-100%$219.4K———
Valtrion Capital Management, LLC
N/A—298-298-100%$219.4K———
Saranac Partners Ltd
N/A—294-294-100%$212.9K———
Rosenblum Silverman Sutton S F Inc
N/A—292-292-100%$215.0K———
Frazier Financial Advisors, LLC
N/A—291-291-100%$214.6K———
LGT Financial Advisors LLC
N/A—290-290-100%$213.6K———
Ellenbecker Investment Group
N/A—290-290-100%$214.2K———
White Knight Strategic Wealth Advisors, LLC
N/A—288-288-100%$212.1K———
Vectors Research Management, LLC
N/A—287-287-100%$211.3K———
Seaside Wealth Management, Inc.
N/A—286-286-100%$210.6K———
Panoramic Capital Partners, LLC
N/A—285-285-100%$209.9K———
Prepared Retirement Institute LLC
N/A—285-285-100%$210.2K———
Azimuth Capital Investment Management LLC
N/A—283-283-100%$208.4K———
Allied Private Wealth LLC
N/A—281-281-100%$200.0K———
Boulder Wealth Advisors, LLC
N/A—281-281-100%$206.9K———
Turner Financial Group, Inc.
N/A—273-273-100%$200.8K———
Leo H. Evart, Inc.
N/A—272-272-100%$200.1K———
Consultiva Wealth Management, Corp.
N/A—270-270-100%$198.8K———
Thomas J. Herzfeld Advisors, Inc.
N/A—270-270-100%$198.8K———
Kilter Group LLC
N/A—258-258-100%$190.0K———
Prosperity Bancshares Inc
N/A—250-250-100%$184.1K———
Protective Life Corp
N/A—244-244-100%$179.7K———
VSM Wealth Advisory, LLC
N/A—241-241-100%$177.5K———
SBI Okasan Asset Management Co.Ltd.
N/A—240-240-100%$173.8K———
Logan Capital Management Inc
N/A—236-236-100%$173.8K———
Checchi Capital Advisers, LLC
N/A—236-236-100%$173.7K———
Tiaa Trust, National Association
N/A—234-234-100%$172.3K———
Cutler Capital Management, LLC
N/A—228-228-100%$168.1K———
Basepoint Wealth LLC
N/A—224-224-100%$164.8K———
Operose Advisors LLC
N/A—224-224-100%$165.0K———
Highland Investment Advisors LLC
N/A—215-215-100%$158.6K———
Morgan Dempsey Capital Management LLC
N/A—210-210-100%$155.2K———
Centennial Bank
N/A—200-200-100%$147.3K———
NI Acquisitions Company, LLC
N/A—200-200-100%$147.3K———
Private Wealth Advisors, LLC
N/A—173-173-100%$127.3K———
Reyl & Cie S.A.
N/A—172-172-100%$99.5K———
Millstone Evans Group, LLC
N/A—166-166-100%$122.2K———
Cornerstone Financial Management LLC
N/A—166-166-100%$122.2K———
WealthCollab, LLC
N/A—155-155-100%$114.1K———
Teachers Insurance & Annuity Association of America
N/A—149-149-100%$109.7K———
Quent Capital, LLC
N/A—146-146-100%$107.5K———
Measured Wealth Private Client Group, LLC
N/A—139-139-100%$102.4K———
Burnham & Co LLC
N/A—110-110-100%$81.0K———
Dixon Mitchell Investment Counsel Inc.
N/A—109-109-100%$80.3K———
JDM Financial Group LLC
N/A—108-108-100%$79.5K———
Ramirez Asset Management, Inc.
N/A—100-100-100%$73.6K———
Delos Wealth Advisors, LLC
N/A—100-100-100%$73.6K———
Imprint Wealth LLC
N/A—100-100-100%$73.6K———
Bravera Wealth
N/A—100-100-100%$73.6K———
MRP Capital Investments, LLC
N/A—98-98-100%$72.2K———
Ross\johnson & Associates LLC
N/A—96-96-100%$70.7K———
Quantbot Technologies LP
N/A—95-95-100%$70.0K———
Prestige Wealth Management Group LLC
N/A—92-92-100%$67.8K———
Chelsea Counsel Co
N/A—91-91-100%$67.1K———
Atlantic Private Wealth, LLC
N/A—91-91-100%$67.2K———
Owlhouse Capital LP
N/A—86-86-100%$63.3K———
Harborfront Financial Group LLC
N/A—76-76-100%$55.6K———
Miller Capital Partners, Inc.
N/A—75-75-100%$55.2K———
Gould Capital, LLC
N/A—57-57-100%$42.2K———
Sankala Group LLC
N/A—46-46-100%$33.0K———
Erste Asset Management GmbH
N/A—38-38-100%$22.0K———
Rexford Capital Inc
N/A—38-38-100%$28.0K———
Broadwater Capital Management LLC
N/A—32-32-100%$23.6K———
C M Bidwell & Associates LTD
N/A—30-30-100%$22.1K———
Vinland Capital Management Gestora de Recursos Ltda.
N/A—27-27-100%$102.8K———
Lummis Asset Management, LP
N/A—23-23-100%$16.9K———
Horizon Bancorp Inc
N/A—22-22-100%$16.0K———
GW&K Investment Management, LLC
N/A—22-22-100%$16———
Medallion Wealth Advisors, LLC
N/A—15-15-100%$11.2K———
Aviso Financial Inc.
N/A—12-12-100%$8.8K———
Berkshire Capital Holdings Inc
N/A—10-10-100%$7.4K———
Ravenstone Capital Management Inc.
N/A—8-8-100%$5.9K———
Marshall Investment Management, LLC
N/A—7-7-100%$5.2K———
Dogwood Wealth Management LLC
N/A—6-6-100%$4.4K———
Feynman Point Asset Management LLC
N/A—6-6-100%$4.4K———
Hillsdale Investment Management Inc.
N/A—5-5-100%$3.7K———
Philadelphia Investment Partners, LLC
N/A—5-5-100%$3.7K———
Showing 4145 of 4145 institutions