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Invesco S&P 500 Equal Weight (RSP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
DECREASED
Shares2,566,423 from 2,716,417
Change-149,994 (-6%)
Value$533.9M (-$44.1M)
Filed 2026-10-30
Japan Science & Technology Agency
DECREASED
Shares1,964,911 from 2,541,932
Change-577,021 (-23%)
Value$408.7M (-$132.1M)
Filed 2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares1,673,566 from 2,190,114
Change-516,548 (-24%)
Value$348.1M (-$117.9M)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares1,503,314 from 1,624,923
Change-121,609 (-7%)
Value$312.7M (-$33.0M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares1,194,748 from 1,272,576
Change-77,828 (-6%)
Value$248.5M (-$22.2M)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares1,186,852 from 585,575
Change+601,277 (+103%)
Value$246.9M (+$118.0M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares1,144,803 from 1,524,106
Change-379,303 (-25%)
Value$238.1M (-$86.1M)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares1,045,350 from 742,745
Change+302,605 (+41%)
Value$217.5M (+$59.4M)
Filed 2026-11-06
Trust Co of Tennessee
INCREASED
Shares1,000,351 from 987,916
Change+12,435 (+1%)
Value$208.1M (-$2.1M)
Filed 2026-10-16
Meitav Investment House LTD
INCREASED
Shares838,695 from 525,520
Change+313,175 (+60%)
Value$174.5M (+$62.7M)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares809,053 from 765,621
Change+43,432 (+6%)
Value$168.3M (+$5.4M)
Filed 2026-11-05
Eastern Bank
INCREASED
Shares747,281 from 731,262
Change+16,019 (+2%)
Value$155.4M (-$141.2K)
Filed 2026-10-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares720,935 from 724,839
Change-3,904 (-1%)
Value$150.0M (-$4.3M)
Filed 2026-11-02
First Interstate Bank
DECREASED
Shares717,930 from 730,736
Change-12,806 (-2%)
Value$149.3M (-$6.1M)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares646,874 from 611,190
Change+35,684 (+6%)
Value$134.6M (+$4.5M)
Filed 2026-11-02
AlphaCore Capital LLC
DECREASED
Shares610,917 from 662,513
Change-51,596 (-8%)
Value$127.1M (-$13.9M)
Filed 2026-11-04
Bell Bank
INCREASED
Shares606,077 from 604,669
Change+1,408 (+0%)
Value$126.1M (-$2.6M)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares600,436 from 582,049
Change+18,387 (+3%)
Value$124.9M (+$1.1M)
Filed 2026-11-05
Csenge Advisory Group
INCREASED
Shares589,950 from 578,284
Change+11,666 (+2%)
Value$122.7M (-$319.9K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares575,518 from 465,261
Change+110,257 (+24%)
Value$119.7M (+$20.7M)
Filed 2026-10-08
Valeo Financial Advisors, LLC
DECREASED
Shares571,324 from 583,864
Change-12,540 (-2%)
Value$118.8M (-$5.4M)
Filed 2026-10-08
PNC Financial Services Group, Inc.
INCREASED
Shares559,216 from 535,197
Change+24,019 (+4%)
Value$116.3M (+$2.5M)
Filed 2026-11-06
Choreo, LLC
INCREASED
Shares546,773 from 375,104
Change+171,669 (+46%)
Value$113.7M (+$33.9M)
Filed 2026-10-28
GR Financial Group, LLC
INCREASED
Shares478,122 from 477,448
Change+674 (+0%)
Value$99.5M (-$2.1M)
Filed 2026-10-27
Fifth Third Bancorp
DECREASED
Shares468,071 from 472,975
Change-4,904 (-1%)
Value$97.4M (-$3.3M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares457,715 from 384,800
Change+72,915 (+19%)
Value$97.0M (+$14.5M)
Filed 2026-10-13
Sage Financial Group Inc
INCREASED
Shares450,368 from 407,650
Change+42,718 (+10%)
Value$93.7M (+$6.9M)
Filed 2026-10-27
Central Trust Co
INCREASED
Shares446,215 from 445,719
Change+496 (+0%)
Value$92.8M (-$2.0M)
Filed 2026-11-05
Vanderbilt University
INCREASED
Shares438,695 from 437,060
Change+1,635 (+0%)
Value$91.3M (-$1.7M)
Filed 2026-11-02
Consolidated Investment Group LLC
UNCHANGED
Shares414,175 from 414,175
Change0 (0%)
Value$86.2M (-$2.0M)
Filed 2026-11-04
Sepio Capital, LP
INCREASED
Shares402,034 from 147,612
Change+254,422 (+172%)
Value$83.6M (+$52.2M)
Filed 2026-10-22
Allen Investment Management, LLC
INCREASED
Shares388,728 from 293,951
Change+94,777 (+32%)
Value$80.9M (+$18.3M)
Filed 2026-11-03
Venture Visionary Partners LLC
INCREASED
Shares384,586 from 378,699
Change+5,887 (+2%)
Value$80.0M (-$574.3K)
Filed 2026-10-07
Clearstead Advisors, LLC
DECREASED
Shares368,670 from 416,058
Change-47,388 (-11%)
Value$76.7M (-$11.8M)
Filed 2026-11-06
D.A. Davidson & Co.
INCREASED
Shares355,736 from 190,711
Change+165,025 (+87%)
Value$74.0M (+$33.4M)
Filed 2026-10-28
Total Investment Management Inc
INCREASED
Shares351,044 from 321,113
Change+29,931 (+9%)
Value$73.0M (+$4.0M)
Filed 2026-10-22
One Day In July LLC
INCREASED
Shares336,175 from 324,827
Change+11,348 (+3%)
Value$69.9M (+$817.7K)
Filed 2026-10-30
Southern Farm Bureau Life Insurance
UNCHANGED
Shares328,428 from 328,428
Change0 (0%)
Value$68.3K (-$69.8M)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares321,785 from 230,643
Change+91,142 (+40%)
Value$66.9M (+$17.9M)
Filed 2026-10-23
Berkshire Money Management, Inc.
INCREASED
Shares319,481 from 311,345
Change+8,136 (+3%)
Value$66.5M (+$213.6K)
Filed 2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED
Shares316,930 from 313,134
Change+3,796 (+1%)
Value$65.9M (-$697.7K)
Filed 2026-10-21
Arlington Trust Co LLC
INCREASED
Shares312,282 from 294,484
Change+17,798 (+6%)
Value$65.0M (+$2.3M)
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares305,388 from 270,487
Change+34,901 (+13%)
Value$63.5M (+$6.0M)
Filed 2026-10-22
Creative Planning
INCREASED
Shares301,206 from 288,848
Change+12,358 (+4%)
Value$62.7M (+$1.2M)
Filed 2026-11-02
Bangor Savings Bank
INCREASED
Shares280,264 from 279,871
Change+393 (+0%)
Value$58.3M (-$1.2M)
Filed 2026-10-06
Arvest Investments, Inc.
INCREASED
Shares278,885 from 275,090
Change+3,795 (+1%)
Value$58.0M (-$517.3K)
Filed 2026-10-21
Ayalon Insurance Comp Ltd.
INCREASED
Shares278,400 from 95,178
Change+183,222 (+193%)
Value$57.9K (+$37.7K)
Filed 2026-10-08
Sapient Capital LLC
INCREASED
Shares276,775 from 263,400
Change+13,375 (+5%)
Value$57.6M (+$1.5M)
Filed 2026-10-08
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares266,045 from 261,984
Change+4,061 (+2%)
Value$55.3M (-$399.5K)
Filed 2026-10-26
FSA Investment Group, LLC
INCREASED
Shares235,434 from 227,687
Change+7,747 (+3%)
Value$49.0M (+$530.0K)
Filed 2026-10-07
Robertson Stephens Wealth Management, LLC
INCREASED
Shares234,833 from 231,919
Change+2,914 (+1%)
Value$48.8M (-$495.4K)
Filed 2026-10-16
J.Safra Asset Management Corp
INCREASED
Shares233,582 from 226,895
Change+6,687 (+3%)
Value$48.6M (+$313.4K)
Filed 2026-11-03
Activest Wealth Management
DECREASED
Shares229,218 from 233,402
Change-4,184 (-2%)
Value$47.7M (-$2.0M)
Filed 2026-10-15
Armstrong Advisory Group, Inc
INCREASED
Shares225,453 from 139,600
Change+85,853 (+62%)
Value$46.9M (+$17.2M)
Filed 2026-10-09
Steele Capital Management, Inc.
INCREASED
Shares223,903 from 221,915
Change+1,988 (+1%)
Value$46.6M (-$640.7K)
Filed 2026-11-02
Sigma Investment Counselors Inc
INCREASED
Shares221,822 from 209,070
Change+12,752 (+6%)
Value$46.1M (+$1.7M)
Filed 2026-10-27
Oarsman Capital, Inc.
INCREASED
Shares220,758 from 179,477
Change+41,281 (+23%)
Value$45.9M (+$7.7M)
Filed 2026-11-05
Pittenger & Anderson Inc
INCREASED
Shares212,358 from 149,692
Change+62,666 (+42%)
Value$44.2M (+$12.3M)
Filed 2026-11-02
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares208,992 from 190,488
Change+18,504 (+10%)
Value$43.5M (+$2.9M)
Filed 2026-10-22
Montag A & Associates Inc
INCREASED
Shares201,667 from 192,176
Change+9,491 (+5%)
Value$42.0M (+$1.1M)
Filed 2026-10-29
Bernardo Wealth Planning LLC
INCREASED
Shares196,556 from 97,923
Change+98,633 (+101%)
Value$40.9M (+$20.1M)
Filed 2026-10-23
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares193,976 from 193,976
Change0 (0%)
Value$41.3M ($0)
Filed 2026-10-15
Grimes & Co Wealth Management, LLC
DECREASED
Shares192,316 from 192,811
Change-495 (0%)
Value$40.0M (-$1.0M)
Filed 2026-10-29
Vicus Capital
DECREASED
Shares187,977 from 192,668
Change-4,691 (-2%)
Value$39.1M (-$1.9M)
Filed 2026-11-05
Howard Financial Services, Ltd.
INCREASED
Shares180,533 from 179,311
Change+1,222 (+1%)
Value$37.6M (-$597.6K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares180,397 from 167,433
Change+12,964 (+8%)
Value$37.5M (+$1.9M)
Filed 2026-10-08
Onyx Bridge Wealth Group LLC
INCREASED
Shares179,890 from 7,660
Change+172,230 (+2248%)
Value$37.4M (+$35.8M)
Filed 2026-10-16
True Private Wealth Advisors
INCREASED
Shares171,971 from 170,044
Change+1,927 (+1%)
Value$35.8M (-$406.9K)
Filed 2026-10-19
Investment Planning Advisors, Inc.
INCREASED
Shares167,023 from 159,611
Change+7,412 (+5%)
Value$34.7M (+$783.7K)
Filed 2026-10-14
Pinnacle Associates LTD
INCREASED
Shares165,933 from 164,029
Change+1,904 (+1%)
Value$34.5M (-$383.1K)
Filed 2026-10-20
SimpliFi, Inc.
DECREASED
Shares163,580 from 169,356
Change-5,776 (-3%)
Value$34.0M (-$2.0M)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares156,947 from 138,837
Change+18,110 (+13%)
Value$32.6M (+$3.1M)
Filed 2026-11-04
LTG Capital LLC
INCREASED
Shares155,322 from 150,978
Change+4,344 (+3%)
Value$32.3M (+$186.6K)
Filed 2026-11-04
Tiller Private Wealth, Inc.
INCREASED
Shares152,115 from 137,458
Change+14,657 (+11%)
Value$31.6M (+$2.4M)
Filed 2026-10-26
Davis Investment Partners, LLC
INCREASED
Shares150,741 from 148,273
Change+2,468 (+2%)
Value$31.4M (-$190.8K)
Filed 2026-11-05
Biltmore Family Office, LLC
INCREASED
Shares149,877 from 138,034
Change+11,843 (+9%)
Value$31.2M (+$1.8M)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares149,794 from 156,520
Change-6,726 (-4%)
Value$31.2M (-$2.1M)
Filed 2026-10-16
StoneX Group Inc.
DECREASED
Shares149,655 from 164,736
Change-15,081 (-9%)
Value$31.1M (-$3.9M)
Filed 2026-11-03
Moran Wealth Management, LLC
DECREASED
Shares149,450 from 207,812
Change-58,362 (-28%)
Value$31.1M (-$13.1M)
Filed 2026-10-22
Stephenson & Company, Inc.
INCREASED
Shares148,118 from 145,353
Change+2,765 (+2%)
Value$30.8M (-$115.4K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares143,659 from 124,735
Change+18,924 (+15%)
Value$29.9M (+$3.3M)
Filed 2026-10-16
Davenport & Co LLC
DECREASED
Shares142,079 from 143,601
Change-1,522 (-1%)
Value$29.6M (-$997.1K)
Filed 2026-10-14
PartnerRe Asset Management Corp
UNCHANGED
Shares139,696 from 139,696
Change0 (0%)
Value$29.1M (-$663.6K)
Filed 2026-10-07
TD Waterhouse Canada Inc.
DECREASED
Shares139,587 from 168,478
Change-28,891 (-17%)
Value$29.2M (-$6.8M)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares138,952 from 111,592
Change+27,360 (+25%)
Value$28.9M (+$5.2M)
Filed 2026-10-29
Montis Financial, LLC
DECREASED
Shares137,856 from 138,327
Change-471 (0%)
Value$28.7M (-$754.9K)
Filed 2026-11-04
Cordoba Advisory Partners LLC
INCREASED
Shares136,915 from 15,121
Change+121,794 (+805%)
Value$28.5M (+$25.3M)
Filed 2026-10-19
Signal Advisors Wealth, LLC
INCREASED
Shares136,517 from 121,187
Change+15,330 (+13%)
Value$28.4M (+$2.6M)
Filed 2026-10-13
Wealth Advisory Solutions, LLC
DECREASED
Shares136,105 from 136,135
Change-30 (0%)
Value$28.3M (-$652.9K)
Filed 2026-10-20
Kelleher Financial Advisors
INCREASED
Shares134,545 from 131,784
Change+2,761 (+2%)
Value$28.0M (-$51.7K)
Filed 2026-10-30
Fairway Wealth LLC
DECREASED
Shares134,097 from 136,073
Change-1,976 (-1%)
Value$27.9M (-$1.1M)
Filed 2026-10-30
Vaughan David Investments LLC
INCREASED
Shares131,032 from 131,009
Change+23 (+0%)
Value$27.3M (-$618.0K)
Filed 2026-11-05
Matauro, LLC
INCREASED
Shares129,803 from 125,707
Change+4,096 (+3%)
Value$27.0M (+$254.8K)
Filed 2026-11-03
Inlight Wealth Management, LLC
INCREASED
Shares128,469 from 123,583
Change+4,886 (+4%)
Value$26.7M (+$429.4K)
Filed 2026-10-21
MKP Capital Management, L.L.C.
DECREASED
Shares128,107 from 1,806,000
Change-1,677,893 (-93%)
Value$26.6M (-$357.6M)
Filed 2026-11-04
Community Financial Services Group, LLC
DECREASED
Shares128,075 from 128,365
Change-290 (0%)
Value$26.8M (-$626.7K)
Filed 2026-10-15
Ascent Wealth Partners, LLC
INCREASED
Shares127,170 from 124,512
Change+2,658 (+2%)
Value$26.5M (-$38.5K)
Filed 2026-10-23
New England Capital Financial Advisors LLC
INCREASED
Shares126,711 from 126,090
Change+621 (+0%)
Value$26.4M (-$469.8K)
Filed 2026-11-03
NTV Asset Management LLC
INCREASED
Shares126,538 from 126,219
Change+319 (+0%)
Value$26.3M (-$533.2K)
Filed 2026-10-23
Parcion Private Wealth LLC
DECREASED
Shares126,130 from 129,862
Change-3,732 (-3%)
Value$26.2M (-$1.4M)
Filed 2026-10-28
Clear Wave Wealth Management LLC
DECREASED
Shares125,808 from 129,659
Change-3,851 (-3%)
Value$26.2M (-$1.4M)
Filed 2026-11-04
Invariant Investment Management
INCREASED
Shares125,414 from 123,219
Change+2,195 (+2%)
Value$26.3M (-$189.0K)
Filed 2026-10-08
Bright Financial Advisors, Inc.
INCREASED
Shares123,113 from 121,866
Change+1,247 (+1%)
Value$25.6M (-$319.8K)
Filed 2026-10-23
Titleist Asset Management, LLC
DECREASED
Shares122,271 from 127,807
Change-5,536 (-4%)
Value$25.4M (-$1.8M)
Filed 2026-10-08
Capital Advisors, Ltd. LLC
DECREASED
Shares122,140 from 123,013
Change-873 (-1%)
Value$25.4M (+$25.4M)
Filed 2026-10-27
Thrivent Financial for Lutherans
INCREASED
Shares122,038 from 115,734
Change+6,304 (+5%)
Value$25.5M (+$875.0K)
Filed 2026-11-05
Solidarity Wealth, LLC
DECREASED
Shares121,724 from 127,760
Change-6,036 (-5%)
Value$25.3M (-$1.9M)
Filed 2026-10-15
Carroll Advisory Group, LLC
INCREASED
Shares120,937 from 118,405
Change+2,532 (+2%)
Value$25.2M (-$35.7K)
Filed 2026-10-16
Fund Evaluation Group, LLC
INCREASED
Shares120,444 from 119,857
Change+587 (+0%)
Value$25.1M (-$447.2K)
Filed 2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares120,428 from 120,123
Change+305 (+0%)
Value$26.0M (+$445.5K)
Filed 2026-10-21
Equitable Trust Co
INCREASED
Shares118,202 from 115,702
Change+2,500 (+2%)
Value$24.6M (-$29.5K)
Filed 2026-10-13
WealthBridge Capital Management, LLC
INCREASED
Shares116,771 from 115,779
Change+992 (+1%)
Value$24.3M (-$343.6K)
Filed 2026-10-16
Heck Capital Advisors, LLC
INCREASED
Shares116,413 from 103,491
Change+12,922 (+12%)
Value$24.2M (+$2.2M)
Filed 2026-10-14
Tucker Asset Management LLC
INCREASED
Shares114,282 from 111,161
Change+3,121 (+3%)
Value$23.8M (+$121.2K)
Filed 2026-10-29
Compass Wealth Management LLC
INCREASED
Shares113,047 from 112,435
Change+612 (+1%)
Value$23.5M (-$406.8K)
Filed 2026-10-22
Ballast, Inc.
INCREASED
Shares111,211 from 99,938
Change+11,273 (+11%)
Value$23.1M (+$1.9M)
Filed 2026-10-20
Roth Financial Partners LLC
DECREASED
Shares110,735 from 113,477
Change-2,742 (-2%)
Value$23.0M (-$1.1M)
Filed 2026-10-06
Partnership Wealth Management, LLC
DECREASED
Shares110,500 from 118,841
Change-8,341 (-7%)
Value$23.0M (-$2.3M)
Filed 2026-10-05
Davidson Kahn Capital Management, LLC
INCREASED
Shares110,348 from 105,522
Change+4,826 (+5%)
Value$23.0M (+$503.5K)
Filed 2026-10-26
Summit Investment Advisors, Inc.\KS
INCREASED
Shares110,137 from 99,724
Change+10,413 (+10%)
Value$22.9M (+$1.7M)
Filed 2026-11-05
Baker Avenue Asset Management, LP
DECREASED
Shares109,218 from 109,877
Change-659 (-1%)
Value$22.7M (-$659.1K)
Filed 2026-11-06
Merit Financial Group, LLC
DECREASED
Shares105,373 from 114,293
Change-8,920 (-8%)
Value$21.9M (-$2.4M)
Filed 2026-11-06
Kopp Family Office, LLC
DECREASED
Shares103,025 from 106,723
Change-3,698 (-3%)
Value$21.4M (-$1.3M)
Filed 2026-10-21
Walker Financial Services, Inc.
INCREASED
Shares101,846 from 93,563
Change+8,283 (+9%)
Value$21.2M (+$1.3M)
Filed 2026-10-26
Peak Financial Management, Inc.
INCREASED
Shares101,391 from 99,142
Change+2,249 (+2%)
Value$21.1M (-$3.1K)
Filed 2026-10-16
Breakwater Capital Group
INCREASED
Shares98,246 from 98,099
Change+147 (+0%)
Value$20.4M (-$435.3K)
Filed 2026-10-09
FSA Wealth Partners, Inc.
INCREASED
Shares97,460 from 88,723
Change+8,737 (+10%)
Value$20.3M (+$1.4M)
Filed 2026-10-26
Continuum Wealth Advisors, LLC
NEW
Shares97,321
Change+97,321
Value$20.2M
Filed 2026-10-20
Kaydan Wealth Management, Inc.
DECREASED
Shares95,179 from 97,323
Change-2,144 (-2%)
Value$19.8M (-$908.3K)
Filed 2026-10-08
Willis Investment Counsel
INCREASED
Shares94,872 from 92,880
Change+1,992 (+2%)
Value$19.7M (-$26.8K)
Filed 2026-10-20
Compton Wealth Advisory Group, LLC
DECREASED
Shares94,698 from 96,831
Change-2,133 (-2%)
Value$19.8M (-$872.7K)
Filed 2026-10-13
VestGen Advisors, LLC
INCREASED
Shares94,566 from 93,313
Change+1,253 (+1%)
Value$19.7M (-$182.6K)
Filed 2026-10-27
Sard Wealth Management Group, LLC
INCREASED
Shares94,437 from 92,955
Change+1,482 (+2%)
Value$19.6M (-$133.3K)
Filed 2026-10-16
Union Bancaire Privee, UBP SA
INCREASED
Shares92,525 from 3,435
Change+89,090 (+2594%)
Value$16.3M (+$15.6M)
Filed 2026-11-04
Echo45 Advisors LLC
INCREASED
Shares91,504 from 87,450
Change+4,054 (+5%)
Value$19.0M (+$427.9K)
Filed 2026-10-07
Sightline Wealth Advisors, LLC
DECREASED
Shares90,271 from 105,776
Change-15,505 (-15%)
Value$18.8M (-$3.7M)
Filed 2026-10-21
Sanders Morris Harris LLC
NEW
Shares89,641
Change+89,641
Value$18.9M
Filed 2026-10-14
Allegheny Financial Group
INCREASED
Shares89,484 from 82,666
Change+6,818 (+8%)
Value$18.6M (+$1.0M)
Filed 2026-11-05
GFS Advisors, LLC
INCREASED
Shares89,398 from 79,718
Change+9,680 (+12%)
Value$18.6M (+$18.6M)
Filed 2026-11-03
VMS Asset Management Limited
NEW
Shares89,090
Change+89,090
Value$18.5M
Filed 2026-10-15
Strategic Point Investment Advisors, LLC
NEW
Shares88,385
Change+88,385
Value$18.4M
Filed 2026-10-29
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares88,153 from 125,941
Change-37,788 (-30%)
Value$18.3M (-$8.5M)
Filed 2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares88,055 from 87,259
Change+796 (+1%)
Value$18.3M (-$248.7K)
Filed 2026-10-23
ADG Wealth Management Group, LLC
INCREASED
Shares86,676 from 85,674
Change+1,002 (+1%)
Value$18.0M (-$198.6K)
Filed 2026-10-23
Sage Rhino Capital LLC
INCREASED
Shares85,601 from 85,528
Change+73 (+0%)
Value$17.8M (-$391.1K)
Filed 2026-10-28
Caldwell Trust Co
INCREASED
Shares84,617 from 81,280
Change+3,337 (+4%)
Value$17.6M (+$308.1K)
Filed 2026-10-30
Howland Capital Management LLC
INCREASED
Shares84,353 from 77,065
Change+7,288 (+9%)
Value$17.5M (+$1.1M)
Filed 2026-10-22
Karras Company, Inc.
DECREASED
Shares83,511 from 84,980
Change-1,469 (-2%)
Value$17.4M (-$709.2K)
Filed 2026-10-16
Basso Capital Management, L.P.
INCREASED
Shares82,860 from 67,361
Change+15,499 (+23%)
Value$17.2M (+$2.9M)
Filed 2026-10-30
Harbor Investment Advisory, LLC
INCREASED
Shares81,769 from 73,046
Change+8,723 (+12%)
Value$17.0M (+$1.5M)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares80,201 from 79,265
Change+936 (+1%)
Value$16.7M (-$181.7K)
Filed 2026-10-13
Ndwm LLC
INCREASED
Shares80,186 from 77,021
Change+3,165 (+4%)
Value$16.7M (+$292.6K)
Filed 2026-11-05
Cullen T Bankers, Inc.
DECREASED
Shares80,082 from 83,096
Change-3,014 (-4%)
Value$16.7M (-$1.0M)
Filed 2026-10-28
Jacksonville Wealth Management, LLC
INCREASED
Shares79,167 from 72,250
Change+6,917 (+10%)
Value$16.5M (+$1.1M)
Filed 2026-10-30
Archer Investment Corp
INCREASED
Shares78,968 from 71,262
Change+7,706 (+11%)
Value$16.4M (+$1.3M)
Filed 2026-11-05
Dumont & Blake Investment Advisors LLC
DECREASED
Shares78,796 from 79,451
Change-655 (-1%)
Value$16.4M (-$513.6K)
Filed 2026-10-28
Redhawk Wealth Advisors, Inc.
DECREASED
Shares78,320 from 113,742
Change-35,422 (-31%)
Value$16.3M (-$7.9M)
Filed 2026-10-14
Cidel Asset Management Inc
INCREASED
Shares78,180 from 78,090
Change+90 (+0%)
Value$16.3M (-$352.2K)
Filed 2026-10-29
Walleye Partners, LLC
INCREASED
Shares77,936 from 75,732
Change+2,204 (+3%)
Value$16.2M (+$98.7K)
Filed 2026-10-13
Manchester Financial Inc
DECREASED
Shares77,295 from 78,708
Change-1,413 (-2%)
Value$16.1M (-$667.8K)
Filed 2026-10-15
LeConte Wealth Management, LLC
DECREASED
Shares76,815 from 92,833
Change-16,018 (-17%)
Value$16.0M (-$3.8M)
Filed 2026-10-20
Berman McAleer LLC
INCREASED
Shares76,796 from 76,633
Change+163 (+0%)
Value$16.0M (-$330.0K)
Filed 2026-10-16
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares76,713 from 71,996
Change+4,717 (+7%)
Value$16.0M (+$639.3K)
Filed 2026-10-29
Courier Capital LLC
DECREASED
Shares75,853 from 86,838
Change-10,985 (-13%)
Value$15.8M (-$2.7M)
Filed 2026-10-19
Commerce Advisors, LLC
INCREASED
Shares75,425 from 54,374
Change+21,051 (+39%)
Value$15.7M (+$4.1M)
Filed 2026-10-19
IPG Investment Advisors LLC
DECREASED
Shares74,975 from 75,763
Change-788 (-1%)
Value$15.6M (-$523.7K)
Filed 2026-10-30
True North Advisors, LLC
INCREASED
Shares74,636 from 64,882
Change+9,754 (+15%)
Value$15.5M (+$1.7M)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares74,231 from 71,392
Change+2,839 (+4%)
Value$15.4M (+$251.0K)
Filed 2026-10-26
Capital Investment Advisors, LLC
INCREASED
Shares73,422 from 72,675
Change+747 (+1%)
Value$15.3M (-$189.8K)
Filed 2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares73,087 from 75,186
Change-2,099 (-3%)
Value$15.2M (-$793.9K)
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares73,035 from 59,506
Change+13,529 (+23%)
Value$15.2M (+$2.5M)
Filed 2026-10-22
Refined Wealth Management
INCREASED
Shares72,717 from 65,994
Change+6,723 (+10%)
Value$15.1M (+$1.1M)
Filed 2026-10-13
Focused Wealth Management, Inc
INCREASED
Shares72,345 from 72,073
Change+272 (+0%)
Value$15.0M (-$285.8K)
Filed 2026-10-30
Beacon Capital Management, Inc.
INCREASED
Shares72,001 from 40,659
Change+31,342 (+77%)
Value$15.0M (+$6.3M)
Filed 2026-10-13
Advisor OS, LLC
INCREASED
Shares71,863 from 62,207
Change+9,656 (+16%)
Value$14.9M (+$1.7M)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares71,585 from 20,369
Change+51,216 (+251%)
Value$14.9M (+$10.6M)
Filed 2026-10-26
L. Roy Papp & Associates, LLP
DECREASED
Shares71,201 from 72,831
Change-1,630 (-2%)
Value$14.8M (-$684.9K)
Filed 2026-10-21
Juncture Wealth Strategies, LLC
INCREASED
Shares71,026 from 69,798
Change+1,228 (+2%)
Value$14.8M (-$76.1K)
Filed 2026-10-06
Matthew Goff Investment Advisor, LLC
DECREASED
Shares70,097 from 70,422
Change-325 (0%)
Value$14.6M (-$402.1K)
Filed 2026-10-13
Greenwood Gearhart LLC
INCREASED
Shares69,737 from 69,435
Change+302 (+0%)
Value$14.5M (-$267.1K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares69,617 from 55,082
Change+14,535 (+26%)
Value$15.2M (+$3.5M)
Filed 2026-11-04
Sterling Manor Financial, LLC
NEW
Shares68,390
Change+68,390
Value$14.2M
Filed 2026-10-21
Adventist Health System Sunbelt Healthcare Corp
NEW
Shares68,100
Change+68,100
Value$14.2M
Filed 2026-11-02
Woodard & Co Asset Management Group Inc
INCREASED
Shares68,098 from 66,209
Change+1,889 (+3%)
Value$14.2M (+$78.3K)
Filed 2026-11-03
Parkside Investments, LLC
DECREASED
Shares68,041 from 74,865
Change-6,824 (-9%)
Value$14.2M (-$1.8M)
Filed 2026-10-20
Cabot Wealth Management Inc
INCREASED
Shares67,770 from 66,033
Change+1,737 (+3%)
Value$14.1M (+$47.5K)
Filed 2026-11-05
Aspen Investment Management Inc
DECREASED
Shares66,666 from 66,777
Change-111 (0%)
Value$13.9M (+$13.9M)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares65,915 from 33,103
Change+32,812 (+99%)
Value$13.7M (+$6.7M)
Filed 2026-10-23
Retirement Financial Solutions, LLC
INCREASED
Shares65,137 from 63,448
Change+1,689 (+3%)
Value$13.5M (+$50.0K)
Filed 2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED
Shares65,000 from 65,000
Change0 (0%)
Value$13.5M (-$308.8K)
Filed 2026-11-03
Chemung Canal Trust Co
INCREASED
Shares64,846 from 64,068
Change+778 (+1%)
Value$13.5M (-$142.5K)
Filed 2026-11-04
Guidance Capital, Inc
INCREASED
Shares64,757 from 63,627
Change+1,130 (+2%)
Value$14.2M (+$561.5K)
Filed 2026-11-03
Norris Perne & French LLP
INCREASED
Shares64,597 from 63,624
Change+973 (+2%)
Value$13.4M (-$99.9K)
Filed 2026-10-23
Y.D. More Investments Ltd
INCREASED
Shares64,585 from 1,116
Change+63,469 (+5687%)
Value$13.5M (+$13.2M)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares64,092 from 59,240
Change+4,852 (+8%)
Value$13.3M (+$727.9K)
Filed 2026-10-21
Courage Miller Partners, LLC
INCREASED
Shares63,950 from 62,067
Change+1,883 (+3%)
Value$13.3M (+$97.0K)
Filed 2026-10-21
Lynx Capital Group LTD
INCREASED
Shares62,515 from 62,491
Change+24 (+0%)
Value$13.0M (-$292.0K)
Filed 2026-11-04
Quattro Financial Advisors LLC
INCREASED
Shares62,139 from 58,354
Change+3,785 (+6%)
Value$12.9M (+$510.2K)
Filed 2026-10-15
Summit Global Investments
NEW
Shares61,775
Change+61,775
Value$12.9M
Filed 2026-10-28
Cypress Financial Planning LLC
NEW
Shares61,719
Change+61,719
Value$12.8M
Filed 2026-10-09
Koshinski Asset Management, Inc.
INCREASED
Shares61,594 from 57,874
Change+3,720 (+6%)
Value$12.8M (+$498.9K)
Filed 2026-10-29
Private Wealth Group, LLC
INCREASED
Shares59,946 from 57,736
Change+2,210 (+4%)
Value$12.5M (+$185.5K)
Filed 2026-10-19
Sigma Planning Corp
INCREASED
Shares59,140 from 58,565
Change+575 (+1%)
Value$12.3M (-$158.5K)
Filed 2026-10-23
Raab & Moskowitz Asset Management LLC
INCREASED
Shares58,653 from 58,196
Change+457 (+1%)
Value$12.2M (-$181.4K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
DECREASED
Shares58,601 from 63,330
Change-4,729 (-7%)
Value$12.2M (-$1.3M)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares58,234 from 55,550
Change+2,684 (+5%)
Value$12.1M (+$294.3K)
Filed 2026-10-13
First Financial Bank - Trust Division
INCREASED
Shares58,044 from 57,022
Change+1,022 (+2%)
Value$12.1M (-$58.5K)
Filed 2026-10-01
Greenleaf Trust
UNCHANGED
Shares57,907 from 57,907
Change0 (0%)
Value$12.0M (-$275.1K)
Filed 2026-10-29
Granville Capital, Inc.
INCREASED
Shares57,623 from 53,946
Change+3,677 (+7%)
Value$12.0M (+$508.8K)
Filed 2026-11-05
Wealth Forward, LLC
DECREASED
Shares56,977 from 99,149
Change-42,172 (-43%)
Value$11.9M (-$9.2M)
Filed 2026-10-14
Prairie Advisory, LLC
INCREASED
Shares56,594 from 24,845
Change+31,749 (+128%)
Value$11.8M (+$6.5M)
Filed 2026-10-19
Virtue Capital Management, LLC
DECREASED
Shares56,465 from 63,832
Change-7,367 (-12%)
Value$11.7M (-$1.8M)
Filed 2026-10-29
Instrumental Wealth, LLC
INCREASED
Shares56,442 from 54,025
Change+2,417 (+4%)
Value$11.7M (+$246.2K)
Filed 2026-10-20
Yelin Lapidot Holdings Management Ltd.
UNCHANGED
Shares56,190 from 56,190
Change0 (0%)
Value$11.7M (-$266.9K)
Filed 2026-10-26
Paulson Wealth Management Inc.
INCREASED
Shares55,995 from 40,960
Change+15,035 (+37%)
Value$11.6M (+$2.9M)
Filed 2026-11-02
Atlas Private Wealth Advisors
DECREASED
Shares55,939 from 56,827
Change-888 (-2%)
Value$11.6M (-$454.5K)
Filed 2026-10-23
Prism Advisors, Inc.
DECREASED
Shares55,913 from 59,876
Change-3,963 (-7%)
Value$11.8M (-$893.5K)
Filed 2026-10-09
Frank, Rimerman Advisors LLC
DECREASED
Shares55,899 from 56,074
Change-175 (0%)
Value$11.6M (-$302.9K)
Filed 2026-10-16
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares55,700 from 55,700
Change0 (0%)
Value$11.6M (-$264.0K)
Filed 2026-11-05
Clarus Group, Inc.
INCREASED
Shares55,538 from 54,733
Change+805 (+1%)
Value$11.6M (-$92.5K)
Filed 2026-10-21
Integrated Advisors Network LLC
DECREASED
Shares54,587 from 58,945
Change-4,358 (-7%)
Value$11.4M (-$1.2M)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
INCREASED
Shares54,140 from 46,627
Change+7,513 (+16%)
Value$11.3M (+$1.3M)
Filed 2026-11-05
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares53,756 from 53,351
Change+405 (+1%)
Value$11.2M (-$169.2K)
Filed 2026-10-29
Fire Capital Management LLC
INCREASED
Shares53,707 from 46,489
Change+7,218 (+16%)
Value$11.2M (+$1.3M)
Filed 2026-10-27
Carnegie Investment Counsel
DECREASED
Shares53,540 from 53,986
Change-446 (-1%)
Value$11.1M (-$349.1K)
Filed 2026-10-20
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares53,479 from 49,961
Change+3,518 (+7%)
Value$11.1M (+$494.5K)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
INCREASED
Shares52,690 from 51,999
Change+691 (+1%)
Value$11.0M (-$103.4K)
Filed 2026-10-26
ZWJ Investment Counsel Inc
INCREASED
Shares52,356 from 49,620
Change+2,736 (+6%)
Value$10.9M (+$333.5K)
Filed 2026-10-15
Ironwood Financial, llc
INCREASED
Shares52,179 from 50,597
Change+1,582 (+3%)
Value$10.9M (+$15.0K)
Filed 2026-10-20
Modera Wealth Management, LLC
INCREASED
Shares51,103 from 50,815
Change+288 (+1%)
Value$10.6M (-$181.4K)
Filed 2026-10-28
Quad-Cities Investment Group, LLC
INCREASED
Shares50,498 from 49,623
Change+875 (+2%)
Value$10.5M (-$53.7K)
Filed 2026-10-16
New England Private Wealth Advisors LLC
INCREASED
Shares49,681 from 49,529
Change+152 (+0%)
Value$10.3M (-$243.2K)
Filed 2026-10-19
Ticino Wealth
INCREASED
Shares49,549 from 24,077
Change+25,472 (+106%)
Value$10.3M (+$5.2M)
Filed 2026-10-13
Blue Bell Private Wealth Management, LLC
INCREASED
Shares49,427 from 49,235
Change+192 (+0%)
Value$10.3M (-$193.9K)
Filed 2026-10-29
Acima Private Wealth, LLC
DECREASED
Shares49,209 from 49,806
Change-597 (-1%)
Value$10.2M (-$360.8K)
Filed 2026-10-05
First United Bank & Trust
INCREASED
Shares49,206 from 47,370
Change+1,836 (+4%)
Value$10.2M (+$156.9K)
Filed 2026-10-22
Fluent Financial, LLC
INCREASED
Shares48,818 from 40,438
Change+8,380 (+21%)
Value$10.2M (+$1.6M)
Filed 2026-10-13
CMG Global Holdings, LLC
INCREASED
Shares48,748 from 45,186
Change+3,562 (+8%)
Value$10.1M (+$526.3K)
Filed 2026-10-14
Parallel Advisors, LLC
DECREASED
Shares48,182 from 52,863
Change-4,681 (-9%)
Value$10.0M (-$1.2M)
Filed 2026-11-03
Hidden Cove Wealth Management, LLC
NEW
Shares47,749
Change+47,749
Value$9.9M
Filed 2026-10-19
TigerOak Management, L.L.C.
INCREASED
Shares47,729 from 46,152
Change+1,577 (+3%)
Value$9.9M (+$108.8K)
Filed 2026-10-23
Winthrop Capital Management, LLC
DECREASED
Shares47,707 from 48,623
Change-916 (-2%)
Value$9.9M (-$422.1K)
Filed 2026-11-05
Reicon Wealth Advisors, LLC
INCREASED
Shares47,660 from 42,793
Change+4,867 (+11%)
Value$9.9M (+$809.2K)
Filed 2026-11-04
LCW Services, LLC
INCREASED
Shares47,392 from 44,089
Change+3,303 (+7%)
Value$9.9M (+$477.7K)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares47,315 from 35,595
Change+11,720 (+33%)
Value$9.8M (+$2.3M)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares47,306 from 53,625
Change-6,319 (-12%)
Value$9.8M (-$1.6M)
Filed 2026-10-30
Firestone Capital Management
INCREASED
Shares47,180 from 46,893
Change+287 (+1%)
Value$9.8M (-$163.0K)
Filed 2026-11-03
Parsons Capital Management Inc
INCREASED
Shares46,533 from 45,246
Change+1,287 (+3%)
Value$9.7M (+$52.9K)
Filed 2026-10-28
Intesa Sanpaolo Wealth Management
INCREASED
Shares46,418 from 40,000
Change+6,418 (+16%)
Value$9.7M (+$1.1M)
Filed 2026-10-28
Great Diamond Partners, LLC
INCREASED
Shares46,010 from 31,345
Change+14,665 (+47%)
Value$9.6M (+$2.9M)
Filed 2026-10-13
Bokf, NA
DECREASED
Shares45,596 from 47,283
Change-1,687 (-4%)
Value$9.5M (-$575.5K)
Filed 2026-10-27
DeDora Capital, Inc.
DECREASED
Shares45,277 from 45,632
Change-355 (-1%)
Value$9.4M (-$290.6K)
Filed 2026-10-26
Wavvest Wealth LLC
NEW
Shares45,231
Change+45,231
Value$9.4M
Filed 2026-10-21
Precedent Wealth Partners, LLC
INCREASED
Shares45,157 from 31,171
Change+13,986 (+45%)
Value$9.4M (+$2.8M)
Filed 2026-10-21
E&G Advisors, LLC
DECREASED
Shares44,988 from 45,902
Change-914 (-2%)
Value$9.4M (-$408.2K)
Filed 2026-10-13
Diesslin Group, Inc.
INCREASED
Shares44,732 from 44,552
Change+180 (+0%)
Value$9.3M (-$174.2K)
Filed 2026-10-14
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares44,280 from 18,440
Change+25,840 (+140%)
Value$9.2M (+$5.3M)
Filed 2026-11-03
Bricktown Capital, LLC
INCREASED
Shares44,279 from 1,308
Change+42,971 (+3285%)
Value$9.2M (+$8.9M)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares44,113 from 42,929
Change+1,184 (+3%)
Value$9.2M (+$42.4K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares43,874 from 42,950
Change+924 (+2%)
Value$9.1M (-$11.7K)
Filed 2026-11-05
Nicollet Investment Management, Inc.
DECREASED
Shares43,491 from 43,786
Change-295 (-1%)
Value$9.0K (-$9.3M)
Filed 2026-10-14
Riversedge Advisors, LLC
DECREASED
Shares43,193 from 43,283
Change-90 (0%)
Value$9.0M (-$224.3K)
Filed 2026-10-09
McHugh Group, LLC
INCREASED
Shares42,976 from 39,902
Change+3,074 (+8%)
Value$8.9M (+$449.5K)
Filed 2026-10-19
BlueChip Wealth Advisors LLC
INCREASED
Shares42,823 from 42,230
Change+593 (+1%)
Value$8.9M (-$78.0K)
Filed 2026-11-03
Connecticut Wealth Management, LLC
DECREASED
Shares42,399 from 44,074
Change-1,675 (-4%)
Value$8.8M (-$557.8K)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares41,917 from 39,320
Change+2,597 (+7%)
Value$8.7M (+$353.6K)
Filed 2026-10-21
Blueprint Investment Partners LLC
DECREASED
Shares41,846 from 43,789
Change-1,943 (-4%)
Value$8.7M (-$612.2K)
Filed 2026-10-28
Steel Grove Capital Advisors, LLC
INCREASED
Shares41,785 from 28,339
Change+13,446 (+47%)
Value$8.7M (+$2.7M)
Filed 2026-10-13
Joel Isaacson & Co., LLC
INCREASED
Shares41,544 from 38,224
Change+3,320 (+9%)
Value$8.6M (+$509.2K)
Filed 2026-11-05
Financial Enhancement Group LLC
INCREASED
Shares41,116 from 40,088
Change+1,028 (+3%)
Value$8.7M (+$129.3K)
Filed 2026-10-08
Financial Guidance Group, Inc.
INCREASED
Shares41,047 from 37,522
Change+3,525 (+9%)
Value$8.5M (+$555.0K)
Filed 2026-10-21
Annex Advisory Services, LLC
DECREASED
Shares40,751 from 44,138
Change-3,387 (-8%)
Value$8.5M (-$914.1K)
Filed 2026-10-16
Carmel Capital Partners, LLC
NEW
Shares40,691
Change+40,691
Value$8.5M
Filed 2026-11-03
RVW Wealth, LLC
DECREASED
Shares40,428 from 42,246
Change-1,818 (-4%)
Value$8.4M (-$578.7K)
Filed 2026-10-06
McAdam, LLC
DECREASED
Shares40,389 from 46,159
Change-5,770 (-12%)
Value$8.4M (-$1.4M)
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares40,119 from 36,612
Change+3,507 (+10%)
Value$8.3M (+$555.6K)
Filed 2026-10-26
Sageworth Trust Co
DECREASED
Shares40,106 from 40,425
Change-319 (-1%)
Value$8.3M (-$258.4K)
Filed 2026-10-30
Fulton Breakefield Broenniman LLC
INCREASED
Shares40,030 from 35,828
Change+4,202 (+12%)
Value$8.3M (+$704.0K)
Filed 2026-11-03
Optima Capital LLC
DECREASED
Shares39,471 from 40,468
Change-997 (-2%)
Value$8.2M (-$399.8K)
Filed 2026-10-29
Lantern Wealth Advisors, LLC
DECREASED
Shares39,312 from 39,534
Change-222 (-1%)
Value$8.2M (-$234.0K)
Filed 2026-10-22
First Horizon Corp
INCREASED
Shares39,235 from 38,272
Change+963 (+3%)
Value$8.2M (+$18.5K)
Filed 2026-10-26
Procyon Advisors, LLC
DECREASED
Shares39,018 from 48,171
Change-9,153 (-19%)
Value$8.1M (-$2.1M)
Filed 2026-10-21
Cadinha & Co LLC
NEW
Shares38,824
Change+38,824
Value$8.1M
Filed 2026-10-22
Citizens Financial Group Inc
DECREASED
Shares38,604 from 40,534
Change-1,930 (-5%)
Value$8.0M (-$594.0K)
Filed 2026-10-23
Burke & Herbert Bank & Trust Co
INCREASED
Shares38,353 from 35,733
Change+2,620 (+7%)
Value$8.0M (+$375.3K)
Filed 2026-11-02
BigSur Wealth Management LLC
INCREASED
Shares38,100 from 33,229
Change+4,871 (+15%)
Value$7.9M (+$855.4K)
Filed 2026-10-13
Hilltop National Bank
UNCHANGED
Shares38,025 from 38,025
Change0 (0%)
Value$7.9M (-$180.6K)
Filed 2026-10-14
Gainplan LLC
INCREASED
Shares37,990 from 34,228
Change+3,762 (+11%)
Value$7.9M (+$620.0K)
Filed 2026-10-09
Diversified Management Inc
INCREASED
Shares37,962 from 35,617
Change+2,345 (+7%)
Value$7.9M (+$318.5K)
Filed 2026-10-08
Lifestyle Asset Management, Inc.
DECREASED
Shares37,729 from 38,908
Change-1,179 (-3%)
Value$7.8M (-$430.1K)
Filed 2026-10-20
Cherry Tree Wealth Management, LLC
INCREASED
Shares37,481 from 35,492
Change+1,989 (+6%)
Value$7.8M (+$245.1K)
Filed 2026-10-15
Curbstone Financial Management Corp
DECREASED
Shares37,391 from 37,991
Change-600 (-2%)
Value$7.8M (-$305.3K)
Filed 2026-10-21
Clear Creek Financial Management, LLC
INCREASED
Shares37,321 from 17,617
Change+19,704 (+112%)
Value$7.8M (+$4.0M)
Filed 2026-10-28
Blueprint Financial Advisors LLC
DECREASED
Shares37,203 from 37,343
Change-140 (0%)
Value$7.7M (-$206.5K)
Filed 2026-10-28
Lakeshore Financial Planning, Inc.
DECREASED
Shares36,551 from 37,547
Change-996 (-3%)
Value$7.6M (-$385.7K)
Filed 2026-10-13
Birch Hill Investment Advisors LLC
INCREASED
Shares36,481 from 34,540
Change+1,941 (+6%)
Value$7.6M (+$239.7K)
Filed 2026-10-16
Garner Asset Management Corp
DECREASED
Shares36,408 from 37,037
Change-629 (-2%)
Value$7.9M (+$30.8K)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
DECREASED
Shares36,018 from 37,322
Change-1,304 (-3%)
Value$7.5M (-$448.6K)
Filed 2026-10-13
Lunt Capital Management, Inc.
INCREASED
Shares35,891 from 34,283
Change+1,608 (+5%)
Value$7.5M (+$171.7K)
Filed 2026-10-30
Prime Capital Investment Advisors, LLC
INCREASED
Shares35,585 from 19,922
Change+15,663 (+79%)
Value$7.4M (+$3.2M)
Filed 2026-10-20
Excalibur Management Corp
INCREASED
Shares35,526 from 31,472
Change+4,054 (+13%)
Value$7.4M (+$693.6K)
Filed 2026-11-02
Joseph P. Lucia & Associates, LLC
INCREASED
Shares35,323 from 30,687
Change+4,636 (+15%)
Value$7.3M (+$818.8K)
Filed 2026-10-30
Jefferies Financial Group Inc.
DECREASED
Shares35,299 from 245,830
Change-210,531 (-86%)
Value$7.3M (-$45.0M)
Filed 2026-11-05
Abundance Wealth Counselors
INCREASED
Shares35,226 from 34,107
Change+1,119 (+3%)
Value$7.3M (+$70.5K)
Filed 2026-10-26
Rainier Family Wealth Inc
INCREASED
Shares35,125 from 23,733
Change+11,392 (+48%)
Value$7.3M (+$2.3M)
Filed 2026-11-02
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares35,063 from 42,463
Change-7,400 (-17%)
Value$7.3M (+$7.3M)
Filed 2026-11-02
Waycross Investment Management Co
INCREASED
Shares34,938 from 30,858
Change+4,080 (+13%)
Value$7.3M (+$702.1K)
Filed 2026-10-14
Bluedoor Private Wealth, LLC
DECREASED
Shares34,501 from 36,768
Change-2,267 (-6%)
Value$7.2M (-$646.2K)
Filed 2026-11-05
WealthPlan Investment Management, LLC
DECREASED
Shares34,286 from 39,613
Change-5,327 (-13%)
Value$7.1M (-$1.3M)
Filed 2026-10-15
Bison Wealth, LLC
INCREASED
Shares34,252 from 26,868
Change+7,384 (+27%)
Value$7.3M (+$1.5M)
Filed 2026-10-13
Mlp3, LLC
INCREASED
Shares34,104 from 30,937
Change+3,167 (+10%)
Value$7.1M (+$511.7K)
Filed 2026-10-22
Fairvoy Private Wealth, LLC
DECREASED
Shares33,863 from 40,547
Change-6,684 (-16%)
Value$7.0M (-$1.6M)
Filed 2026-10-19
Fifth Third Wealth Advisors LLC
DECREASED
Shares33,591 from 33,814
Change-223 (-1%)
Value$7.0M (-$207.0K)
Filed 2026-10-22
Peddock Capital Advisors, LLC
DECREASED
Shares33,540 from 37,720
Change-4,180 (-11%)
Value$7.0M (-$1.0M)
Filed 2026-10-16
Black Diamond Financial, LLC
DECREASED
Shares32,909 from 35,915
Change-3,006 (-8%)
Value$6.8M (-$795.9K)
Filed 2026-10-26
Atwood & Palmer Inc
INCREASED
Shares32,781 from 29,921
Change+2,860 (+10%)
Value$6.8M (+$452.8K)
Filed 2026-10-08
Freedom Day Solutions, LLC
INCREASED
Shares32,760 from 28,633
Change+4,127 (+14%)
Value$6.8M (+$722.5K)
Filed 2026-10-20
Sagace Wealth Management LLC
DECREASED
Shares32,591 from 34,785
Change-2,194 (-6%)
Value$6.8M (-$621.6K)
Filed 2026-10-28
CapWealth Advisors, LLC
DECREASED
Shares32,374 from 33,119
Change-745 (-2%)
Value$6.7M (-$312.3K)
Filed 2026-10-05
Arizona State Retirement System
NEW
Shares32,361
Change+32,361
Value$6.7M
Filed 2026-11-03
Ascentis Independent Advisors
INCREASED
Shares32,266 from 2,449
Change+29,817 (+1218%)
Value$6.7M (+$6.2M)
Filed 2026-11-03
Phoenix Wealth Advisors
INCREASED
Shares32,191 from 30,181
Change+2,010 (+7%)
Value$6.7M (+$274.7K)
Filed 2026-11-03
New Wave Wealth Advisors LLC
DECREASED
Shares32,108 from 41,117
Change-9,009 (-22%)
Value$6.8M (-$1.9M)
Filed 2026-10-19
Carret Asset Management, LLC
INCREASED
Shares31,934 from 30,490
Change+1,444 (+5%)
Value$6.6M (+$155.7K)
Filed 2026-11-04
BridgePort Financial Solutions, LLC
INCREASED
Shares31,813 from 30,333
Change+1,480 (+5%)
Value$6.6M (+$163.8K)
Filed 2026-11-02
King Luther Capital Management Corp
INCREASED
Shares31,692 from 9,699
Change+21,993 (+227%)
Value$6.6M (+$4.5M)
Filed 2026-11-05
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares31,428 from 31,262
Change+166 (+1%)
Value$6.5M (-$113.9K)
Filed 2026-10-20
Marino, Stram & Associates LLC
INCREASED
Shares31,378 from 31,212
Change+166 (+1%)
Value$6.5M (-$113.9K)
Filed 2026-10-22
Saxony Capital Management, LLC
INCREASED
Shares31,350 from 15,305
Change+16,045 (+105%)
Value$6.5M (+$3.3M)
Filed 2026-10-15
Natixis
INCREASED
Shares31,247 from 18,608
Change+12,639 (+68%)
Value$6.5M (+$2.5M)
Filed 2026-11-06
NWF Advisory Services Inc.
INCREASED
Shares31,071 from 14,317
Change+16,754 (+117%)
Value$6.5M (+$3.4M)
Filed 2026-10-19
CRA Financial Services, LLC
INCREASED
Shares30,774 from 29,468
Change+1,306 (+4%)
Value$6.4M (+$131.6K)
Filed 2026-10-16
General American Investors Co Inc
UNCHANGED
Shares30,611 from 30,611
Change0 (0%)
Value$6.4M (-$145.4K)
Filed 2026-11-02
Mountain Pacific Investment Advisers LLC
INCREASED
Shares30,550 from 26,281
Change+4,269 (+16%)
Value$6.4M (+$763.1K)
Filed 2026-10-29
Brown Wealth Management, LLC
INCREASED
Shares30,512 from 4,473
Change+26,039 (+582%)
Value$6.3M (+$5.4M)
Filed 2026-10-20
Grant Street Asset Management, Inc.
INCREASED
Shares30,385 from 29,262
Change+1,123 (+4%)
Value$6.3M (+$94.5K)
Filed 2026-10-26
Lanark Financial, Inc.
INCREASED
Shares30,306 from 25,350
Change+4,956 (+20%)
Value$6.3M (+$910.5K)
Filed 2026-10-26
FSM Wealth Advisors, LLC
INCREASED
Shares30,292 from 30,178
Change+114 (+0%)
Value$6.5M (+$32.3K)
Filed 2026-10-27
Exchange Traded Concepts, LLC
INCREASED
Shares30,241 from 24,084
Change+6,157 (+26%)
Value$6.3M (+$1.2M)
Filed 2026-10-28
Cape Investment Advisory, Inc.
INCREASED
Shares30,150 from 30,062
Change+88 (+0%)
Value$6.3M (-$124.5K)
Filed 2026-10-13
Johnson Bixby & Associates, LLC
DECREASED
Shares30,077 from 30,509
Change-432 (-1%)
Value$6.3M (-$234.9K)
Filed 2026-10-14
Stone Summit Wealth LLC
DECREASED
Shares29,983 from 31,632
Change-1,649 (-5%)
Value$6.2M (-$493.3K)
Filed 2026-10-14
Nvest Wealth Strategies, Inc.
INCREASED
Shares29,931 from 28,731
Change+1,200 (+4%)
Value$6.2M (+$113.2K)
Filed 2026-10-14
Clear Harbor Asset Management, LLC
DECREASED
Shares29,868 from 31,196
Change-1,328 (-4%)
Value$6.2M (-$424.5K)
Filed 2026-11-05
Patten & Patten Inc
INCREASED
Shares29,619 from 23,884
Change+5,735 (+24%)
Value$6.2M (+$1.1M)
Filed 2026-10-26
Grange Capital, LLC
INCREASED
Shares29,300 from 28,217
Change+1,083 (+4%)
Value$6.1M (+$91.3K)
Filed 2026-10-20
Lake Street Private Wealth, LLC
DECREASED
Shares29,128 from 29,537
Change-409 (-1%)
Value$6.1M (-$225.4K)
Filed 2026-10-22
Focus Financial Network, Inc.
DECREASED
Shares28,984 from 29,295
Change-311 (-1%)
Value$6.0M (-$203.9K)
Filed 2026-10-14
San Luis Wealth Advisors LLC
DECREASED
Shares28,956 from 33,747
Change-4,791 (-14%)
Value$6.0M (-$1.2M)
Filed 2026-10-27
Ameraudi Asset Management, Inc.
DECREASED
Shares28,810 from 34,718
Change-5,908 (-17%)
Value$6.0M (-$1.4M)
Filed 2026-11-05
Beese Fulmer Investment Management, Inc.
INCREASED
Shares28,809 from 28,612
Change+197 (+1%)
Value$6.0M (-$94.7K)
Filed 2026-10-23
International Assets Investment Management, LLC
INCREASED
Shares28,781 from 27,943
Change+838 (+3%)
Value$6.0M (+$51.9K)
Filed 2026-11-02
First National Bank Sioux Falls
DECREASED
Shares28,761 from 56,621
Change-27,860 (-49%)
Value$6.0M (-$5.4M)
Filed 2026-10-13
Horizon Wealth Management, LLC
INCREASED
Shares28,582 from 28,223
Change+359 (+1%)
Value$5.9M (-$59.2K)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares28,459 from 23,450
Change+5,009 (+21%)
Value$5.9M (+$930.7K)
Filed 2026-10-28
Genesis Private Wealth, LLC
INCREASED
Shares28,250 from 28,110
Change+140 (+1%)
Value$5.9M (-$104.3K)
Filed 2026-11-02
Aprio Wealth Management, LLC
INCREASED
Shares28,151 from 25,523
Change+2,628 (+10%)
Value$5.9M (+$425.6K)
Filed 2026-10-28
TCP Asset Management, LLC
DECREASED
Shares28,138 from 28,586
Change-448 (-2%)
Value$5.9M (-$180.8K)
Filed 2026-10-14
Investment Advisory Services Inc
INCREASED
Shares28,042 from 25,439
Change+2,603 (+10%)
Value$5.8M (+$420.5K)
Filed 2026-10-27
Royal Harbor Partners, LLC
INCREASED
Shares27,935 from 27,535
Change+400 (+1%)
Value$5.8M (-$47.6K)
Filed 2026-10-29
Central Pacific Bank - Trust Division
INCREASED
Shares27,795 from 21,000
Change+6,795 (+32%)
Value$5.8M (+$1.3M)
Filed 2026-10-06
Pettinga Financial Advisors LLC
DECREASED
Shares27,745 from 29,183
Change-1,438 (-5%)
Value$5.8M (-$437.8K)
Filed 2026-10-13
Delta Wealth Advisors LLC
INCREASED
Shares27,705 from 27,638
Change+67 (+0%)
Value$5.8M (-$117.3K)
Filed 2026-10-09
Sheets Smith Wealth Management
INCREASED
Shares27,497 from 21,699
Change+5,798 (+27%)
Value$5.7M (+$1.1M)
Filed 2026-10-16
Radnor Capital Management, LLC
DECREASED
Shares27,310 from 29,510
Change-2,200 (-7%)
Value$5.7M (-$597.8K)
Filed 2026-10-23
Milestone Investment Advisors LLC
DECREASED
Shares27,288 from 27,382
Change-94 (0%)
Value$5.7M (-$149.6K)
Filed 2026-11-05
Sage Capital Management, LLC
INCREASED
Shares27,221 from 26,861
Change+360 (+1%)
Value$5.7M (-$52.7K)
Filed 2026-10-20
Darrow Company, Inc.
DECREASED
Shares27,215 from 27,343
Change-128 (0%)
Value$5.7M (-$156.5K)
Filed 2026-10-22
Romano Brothers and Company
INCREASED
Shares27,140 from 26,832
Change+308 (+1%)
Value$5.6M (-$63.4K)
Filed 2026-10-22
Trueblood Wealth Management, LLC
INCREASED
Shares26,671 from 25,273
Change+1,398 (+6%)
Value$5.5M (+$170.7K)
Filed 2026-10-23
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares26,589 from 134,059
Change-107,470 (-80%)
Value$5.6M (-$22.9M)
Filed 2026-10-20
Evolution Wealth Advisors, LLC
INCREASED
Shares26,540 from 25,379
Change+1,161 (+5%)
Value$5.5M (+$121.0K)
Filed 2026-11-03
Steinberganna Wealth Management
DECREASED
Shares26,458 from 27,348
Change-890 (-3%)
Value$5.5M (-$315.2K)
Filed 2026-10-23
Wespac Advisors SoCal, LLC
INCREASED
Shares26,361 from 17,503
Change+8,858 (+51%)
Value$5.5M (+$1.8M)
Filed 2026-10-13
Perennial Advisors, LLC
INCREASED
Shares26,330 from 16,794
Change+9,536 (+57%)
Value$5.5M (+$1.9M)
Filed 2026-10-13
Cordgrass Capital Advisors, LLC
INCREASED
Shares26,069 from 25,384
Change+685 (+3%)
Value$5.4M (+$21.9K)
Filed 2026-10-30
Wedbush Securities Inc
DECREASED
Shares25,491 from 26,348
Change-857 (-3%)
Value$5.3K (-$5.6M)
Filed 2026-10-22
Meridian Investment Counsel Inc.
DECREASED
Shares25,396 from 26,636
Change-1,240 (-5%)
Value$5.3M (-$384.5K)
Filed 2026-10-14
Strategy Asset Managers LLC
INCREASED
Shares25,343 from 24,855
Change+488 (+2%)
Value$5.3M (-$16.4K)
Filed 2026-10-14
RMR Capital Management, LLC
INCREASED
Shares25,201 from 25,080
Change+121 (+0%)
Value$5.2M (-$94.0K)
Filed 2026-10-23
Samalin Investment Counsel, LLC
INCREASED
Shares25,154 from 23,557
Change+1,597 (+7%)
Value$5.2M (+$220.3K)
Filed 2026-10-23
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares24,949 from 26,923
Change-1,974 (-7%)
Value$5.2M (-$538.7K)
Filed 2026-10-28
Balefire, LLC
DECREASED
Shares24,901 from 29,649
Change-4,748 (-16%)
Value$5.2M (-$1.1M)
Filed 2026-10-09
Granite Islands Private Wealth, LLC
NEW
Shares24,765
Change+24,765
Value$5.2M
Filed 2026-10-16
Market Street Wealth Management Advisors LLC
DECREASED
Shares24,741 from 25,006
Change-265 (-1%)
Value$5.1M (-$173.9K)
Filed 2026-10-09
Wakefield Asset Management Lllp
DECREASED
Shares24,706 from 25,149
Change-443 (-2%)
Value$5.1M (-$211.6K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares24,500 from 72,013
Change-47,513 (-66%)
Value$5.1M (-$10.2M)
Filed 2026-10-21
Diversify Advisory Services, LLC
DECREASED
Shares24,442 from 287,437
Change-262,995 (-91%)
Value$5.3M (-$56.6M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares24,442 from 287,437
Change-262,995 (-91%)
Value$5.3M (-$56.6M)
Filed 2026-10-20
Ceera Investments, LLC
INCREASED
Shares24,380 from 24,357
Change+23 (+0%)
Value$5.1M (-$110.9K)
Filed 2026-11-02
Confluence Wealth Services, Inc.
INCREASED
Shares24,353 from 24,272
Change+81 (+0%)
Value$5.1M (-$98.4K)
Filed 2026-11-05
Bailard, Inc.
INCREASED
Shares24,297 from 23,059
Change+1,238 (+5%)
Value$5.1M (+$148.2K)
Filed 2026-10-13
Defined Wealth Management, LLC
DECREASED
Shares24,293 from 24,328
Change-35 (0%)
Value$5.1M (-$122.8K)
Filed 2026-10-19
Costello Asset Management, Inc
INCREASED
Shares24,187 from 24,176
Change+11 (+0%)
Value$5.0M (-$112.6K)
Filed 2026-10-30
Well Done, LLC
INCREASED
Shares24,146 from 23,211
Change+935 (+4%)
Value$5.0M (+$84.2K)
Filed 2026-10-20
Indivisible Partners
INCREASED
Shares23,542 from 9,596
Change+13,946 (+145%)
Value$4.9M (+$2.9M)
Filed 2026-10-26
Turning Point Benefit Group, Inc.
INCREASED
Shares23,367 from 21,715
Change+1,652 (+8%)
Value$4.9M (+$254.0K)
Filed 2026-10-28
Crumly & Associates Inc.
DECREASED
Shares23,206 from 26,521
Change-3,315 (-12%)
Value$4.8M (-$815.6K)
Filed 2026-10-07
Taylor & Morgan Wealth Management, LLC
DECREASED
Shares23,203 from 23,999
Change-796 (-3%)
Value$4.8M (-$279.6K)
Filed 2026-10-09
Penobscot Investment Management Company, Inc.
INCREASED
Shares23,152 from 18,654
Change+4,498 (+24%)
Value$4.8M (+$847.1K)
Filed 2026-10-26
Global Wealth Management, LLC
DECREASED
Shares23,096 from 26,947
Change-3,851 (-14%)
Value$4.8M (-$929.3K)
Filed 2026-10-15
Ironsides Asset Advisors, LLC
INCREASED
Shares23,067 from 22,647
Change+420 (+2%)
Value$4.8M (-$20.1K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED
Shares22,774 from 19,707
Change+3,067 (+16%)
Value$4.7M (+$538.8K)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares22,765 from 26,297
Change-3,532 (-13%)
Value$4.7M (-$859.6K)
Filed 2026-10-28
LexAurum Advisors, LLC
DECREASED
Shares22,636 from 22,647
Change-11 (0%)
Value$4.7M (-$109.8K)
Filed 2026-10-19
Mendota Financial Group, LLC
DECREASED
Shares22,616 from 32,260
Change-9,644 (-30%)
Value$4.7M (-$2.2M)
Filed 2026-10-07
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares22,612 from 21,441
Change+1,171 (+5%)
Value$4.7M (+$141.9K)
Filed 2026-10-20
Calamos Wealth Management LLC
UNCHANGED
Shares22,601 from 22,601
Change0 (0%)
Value$4.7M (-$107.4K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares22,490 from 13,449
Change+9,041 (+67%)
Value$4.7M (+$1.8M)
Filed 2026-10-23
Telos Capital Management, Inc.
INCREASED
Shares22,474 from 21,643
Change+831 (+4%)
Value$4.7M (+$69.9K)
Filed 2026-11-02
Synergy Asset Management, LLC
INCREASED
Shares22,406 from 19,265
Change+3,141 (+16%)
Value$4.7M (+$561.9K)
Filed 2026-11-05
Hegarty Advisors, LLC
INCREASED
Shares22,400 from 20,777
Change+1,623 (+8%)
Value$4.7M (+$238.8K)
Filed 2026-10-20
CVS Health Corp
INCREASED
Shares22,000 from 2,000
Change+20,000 (+1000%)
Value$4.6M (+$4.2M)
Filed 2026-11-05
Fonville Wealth Management LLC
DECREASED
Shares21,964 from 22,727
Change-763 (-3%)
Value$4.6M (-$266.8K)
Filed 2026-10-28
Krilogy Financial LLC
DECREASED
Shares21,937 from 24,619
Change-2,682 (-11%)
Value$4.7M (-$561.5K)
Filed 2026-10-13
AGF Management LTD
DECREASED
Shares21,911 from 26,711
Change-4,800 (-18%)
Value$4.6M (-$1.1M)
Filed 2026-11-03
River's Edge Wealth Management, LLC
INCREASED
Shares21,739 from 20,958
Change+781 (+4%)
Value$4.7M (+$190.7K)
Filed 2026-10-19
Cowa, LLC
INCREASED
Shares21,678 from 20,840
Change+838 (+4%)
Value$4.5M (+$75.5K)
Filed 2026-10-30
Meridian Financial Advisors, LLC
INCREASED
Shares21,429 from 19,831
Change+1,598 (+8%)
Value$4.5M (+$238.3K)
Filed 2026-10-14
Global Financial Private Client, LLC
INCREASED
Shares21,386 from 20,750
Change+636 (+3%)
Value$4.4M (+$33.7K)
Filed 2026-10-15
Boston Trust Walden Corp
INCREASED
Shares21,321 from 11,779
Change+9,542 (+81%)
Value$4.4M (+$1.9M)
Filed 2026-10-30
Seven Hills Financial, LLC
NEW
Shares21,064
Change+21,064
Value$4.4M
Filed 2026-10-13
Sunpointe, LLC
DECREASED
Shares20,598 from 22,742
Change-2,144 (-9%)
Value$4.3M (-$554.0K)
Filed 2026-10-22
Aspiriant, LLC
DECREASED
Shares20,596 from 20,744
Change-148 (-1%)
Value$4.3M (-$129.5K)
Filed 2026-10-16
SAX Wealth Advisors, LLC
DECREASED
Shares20,520 from 21,412
Change-892 (-4%)
Value$4.3M (+$159.3K)
Filed 2026-10-13
Vontobel Holding Ltd.
DECREASED
Shares20,466 from 21,679
Change-1,213 (-6%)
Value$4.3M (-$355.3K)
Filed 2026-10-16
Acorn Wealth Advisors, LLC
INCREASED
Shares20,347 from 20,300
Change+47 (+0%)
Value$4.2M (-$86.7K)
Filed 2026-10-19
First Premier Bank
DECREASED
Shares20,098 from 20,140
Change-42 (0%)
Value$4.2K (-$104)
Filed 2026-10-13
Investment Research Partners LLC
INCREASED
Shares20,045 from 19,213
Change+832 (+4%)
Value$4.2M (+$81.8K)
Filed 2026-10-19
Lockheed Martin Investment Management Co
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$4.2M (-$95.0K)
Filed 2026-11-04
RIA Advisory Group LLC
DECREASED
Shares19,847 from 306,309
Change-286,462 (-94%)
Value$4.1M (-$61.0M)
Filed 2026-10-15
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED
Shares19,827 from 19,827
Change0 (0%)
Value$4.1M (-$94.2K)
Filed 2026-10-21
Fortress Financial Group, LLC
DECREASED
Shares19,429 from 20,109
Change-680 (-3%)
Value$4.0M (-$237.1K)
Filed 2026-10-21
Maltin Wealth Management, Inc.
DECREASED
Shares19,330 from 19,576
Change-246 (-1%)
Value$4.0M (-$144.1K)
Filed 2026-10-13
Meridian Wealth Management, LLC
INCREASED
Shares19,175 from 13,630
Change+5,545 (+41%)
Value$4.0M (+$1.1M)
Filed 2026-11-05
Strong Tower Advisory Services
DECREASED
Shares19,116 from 19,205
Change-89 (0%)
Value$4.0M (-$109.7K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED
Shares19,076 from 17,455
Change+1,621 (+9%)
Value$4.0M (+$254.3K)
Filed 2026-11-05
Jacobi Capital Management LLC
DECREASED
Shares18,934 from 19,129
Change-195 (-1%)
Value$3.9M (-$131.4K)
Filed 2026-11-05
Bigelow Investment Advisors, LLC
INCREASED
Shares18,902 from 18,461
Change+441 (+2%)
Value$3.9M (+$4.0K)
Filed 2026-10-13
TPG Advisors LLC
INCREASED
Shares18,894 from 17,592
Change+1,302 (+7%)
Value$3.9M (+$187.3K)
Filed 2026-10-16
Amplius Wealth Advisors, LLC
DECREASED
Shares18,746 from 18,763
Change-17 (0%)
Value$3.9M (-$92.7K)
Filed 2026-10-20
Financial Planning Hawaii, Inc.
INCREASED
Shares18,652 from 18,452
Change+200 (+1%)
Value$3.9M (-$46.0K)
Filed 2026-10-13
Williams Jones Wealth Management, Llc.
INCREASED
Shares18,587 from 17,734
Change+853 (+5%)
Value$3.9M (+$93.2K)
Filed 2026-11-05
Equity Investment Corp
INCREASED
Shares18,456 from 18,387
Change+69 (+0%)
Value$3.8M (-$73.0K)
Filed 2026-11-04
Retirement Planning Group, LLC
INCREASED
Shares18,415 from 17,640
Change+775 (+4%)
Value$3.8M (+$77.4K)
Filed 2026-10-19
SteelPeak Wealth, LLC
INCREASED
Shares18,400 from 15,712
Change+2,688 (+17%)
Value$3.8M (+$484.5K)
Filed 2026-10-16
BostonPremier Wealth LLC
INCREASED
Shares18,333 from 17,943
Change+390 (+2%)
Value$3.8M (-$4.1K)
Filed 2026-10-16
New York Life Investment Management LLC
NEW
Shares18,297
Change+18,297
Value$3.8M
Filed 2026-11-04
KPP Advisory Services LLC
DECREASED
Shares18,225 from 21,117
Change-2,892 (-14%)
Value$3.8M (-$701.9K)
Filed 2026-10-26
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares18,176 from 14,160
Change+4,016 (+28%)
Value$3.8M (+$768.3K)
Filed 2026-10-19
Verity Asset Management, Inc.
INCREASED
Shares18,027 from 17,886
Change+141 (+1%)
Value$3.7M (-$55.4K)
Filed 2026-10-30
Martel Wealth Advisors LLC
DECREASED
Shares17,896 from 18,352
Change-456 (-2%)
Value$3.7M (-$182.0K)
Filed 2026-10-14
Inscription Capital, LLC
INCREASED
Shares17,785 from 14,914
Change+2,871 (+19%)
Value$3.7M (+$526.5K)
Filed 2026-11-02
PFG Advisors
DECREASED
Shares17,633 from 19,447
Change-1,814 (-9%)
Value$3.7M (-$469.7K)
Filed 2026-10-16
Stegner Investment Associates Inc.
UNCHANGED
Shares17,631 from 17,631
Change0 (0%)
Value$3.7M (-$83.7K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares17,607 from 17,280
Change+327 (+2%)
Value$3.7M (-$14.2K)
Filed 2026-10-27
J2 Capital Management Inc
DECREASED
Shares17,572 from 28,132
Change-10,560 (-38%)
Value$3.7M (-$2.3M)
Filed 2026-10-19
Clarus Wealth Advisors
NEW
Shares17,045
Change+17,045
Value$3.6M
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares16,644 from 16,164
Change+480 (+3%)
Value$3.6M (+$178.6K)
Filed 2026-10-27
Cypress Capital Group
INCREASED
Shares16,581 from 12,008
Change+4,573 (+38%)
Value$3.4M (+$894.2K)
Filed 2026-11-03
Cushing Capital Partners, LLC
INCREASED
Shares16,570 from 16,030
Change+540 (+3%)
Value$3.4M (+$36.1K)
Filed 2026-10-20
Sincerus Advisory, LLC
INCREASED
Shares16,507 from 14,703
Change+1,804 (+12%)
Value$3.4M (+$305.4K)
Filed 2026-10-09
Wingate Wealth Advisors, Inc.
DECREASED
Shares16,500 from 16,510
Change-10 (0%)
Value$3.4M (-$80.5K)
Filed 2026-10-26
Herbst Group, LLC
INCREASED
Shares16,488 from 12,333
Change+4,155 (+34%)
Value$3.4M (+$805.8K)
Filed 2026-10-20
Schuylkill Financial LLC
INCREASED
Shares16,395 from 15,829
Change+566 (+4%)
Value$3.4M (+$42.4K)
Filed 2026-10-21
Keystone Global Partners, LLC
DECREASED
Shares16,316 from 16,632
Change-316 (-2%)
Value$3.4M (-$144.7K)
Filed 2026-10-13
Kelly Financial Group LLC
DECREASED
Shares16,243 from 16,511
Change-268 (-2%)
Value$3.4M (-$134.2K)
Filed 2026-10-16
Alpha Omega Wealth Management LLC
INCREASED
Shares16,109 from 15,352
Change+757 (+5%)
Value$3.4M (+$84.5K)
Filed 2026-10-23
Lexington Hill Partners, LLC
INCREASED
Shares16,046 from 15,999
Change+47 (+0%)
Value$3.3M (-$66.3K)
Filed 2026-10-13
Columbia Advisory Partners LLC
NEW
Shares16,034
Change+16,034
Value$3.3M
Filed 2026-10-15
GEM Asset Management, LLC
INCREASED
Shares15,944 from 15,511
Change+433 (+3%)
Value$3.3M (+$16.6K)
Filed 2026-10-13
Madrid Wealth Management, LLC
INCREASED
Shares15,773 from 15,764
Change+9 (+0%)
Value$3.3M (-$72.9K)
Filed 2026-10-23
Graetz Wealth LLC
INCREASED
Shares15,538 from 10,020
Change+5,518 (+55%)
Value$3.2M (+$1.1M)
Filed 2026-10-27
Kennicott Capital Management LLC
INCREASED
Shares15,447 from 14,872
Change+575 (+4%)
Value$3.2M (+$49.0K)
Filed 2026-10-16
Shepherd Financial Partners LLC
DECREASED
Shares15,444 from 15,638
Change-194 (-1%)
Value$3.2M (-$114.6K)
Filed 2026-11-03
Heritage Wealth Management, Inc.
INCREASED
Shares15,413 from 11,447
Change+3,966 (+35%)
Value$3.2M (+$770.7K)
Filed 2026-10-28
Perryman Financial Advisory Inc
DECREASED
Shares15,141 from 15,201
Change-60 (0%)
Value$3.1M (-$84.6K)
Filed 2026-10-16
Baker Ellis Asset Management LLC
INCREASED
Shares15,086 from 15,085
Change+1 (+0%)
Value$3.1M (-$71.5K)
Filed 2026-10-14
Fiduciary Alliance LLC
DECREASED
Shares15,077 from 15,288
Change-211 (-1%)
Value$3.1M (-$116.5K)
Filed 2026-10-13
GC Wealth Management RIA, LLC
INCREASED
Shares15,031 from 14,750
Change+281 (+2%)
Value$3.1M (-$11.6K)
Filed 2026-11-02
Washington Trust Co
INCREASED
Shares14,957 from 14,079
Change+878 (+6%)
Value$3.1M (+$115.8K)
Filed 2026-10-22
AdvisorNet Financial, Inc
INCREASED
Shares14,955 from 14,637
Change+318 (+2%)
Value$3.2M (+$57.5K)
Filed 2026-10-15
Kestra Investment Management, LLC
INCREASED
Shares14,949 from 14,110
Change+839 (+6%)
Value$3.1M (+$107.5K)
Filed 2026-11-04
Roman Butler Fullerton & Co
DECREASED
Shares14,842 from 16,311
Change-1,469 (-9%)
Value$3.2M (-$326.8K)
Filed 2026-10-27
Crescent Grove Advisors, LLC
INCREASED
Shares14,759 from 14,105
Change+654 (+5%)
Value$3.1M (+$69.0K)
Filed 2026-10-21
Brighton Jones LLC
INCREASED
Shares14,755 from 14,558
Change+197 (+1%)
Value$3.1M (-$28.1K)
Filed 2026-11-03
Quantum Financial Partners LLC
INCREASED
Shares14,731 from 11,825
Change+2,906 (+25%)
Value$3.1M (+$548.3K)
Filed 2026-10-19
Lord & Richards Wealth Management, LLC
DECREASED
Shares14,729 from 17,775
Change-3,046 (-17%)
Value$3.1M (-$717.7K)
Filed 2026-10-14
Moneco Advisors, LLC
INCREASED
Shares14,691 from 13,288
Change+1,403 (+11%)
Value$3.1M (+$228.7K)
Filed 2026-11-05
Private Client Services, LLC
INCREASED
Shares14,664 from 14,617
Change+47 (+0%)
Value$3.1M (-$59.7K)
Filed 2026-10-02
Riverbend Wealth Management, LLC
INCREASED
Shares14,624 from 14,073
Change+551 (+4%)
Value$3.0M (+$47.7K)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares14,560 from 24,556
Change-9,996 (-41%)
Value$3.0M (-$2.2M)
Filed 2026-10-30
Monument Capital Management
UNCHANGED
Shares14,505 from 14,505
Change0 (0%)
Value$3.0M (-$68.9K)
Filed 2026-10-09
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares14,483 from 12,261
Change+2,222 (+18%)
Value$3.0M (+$404.0K)
Filed 2026-10-15
Tandem Investment Partners LLC
DECREASED
Shares14,465 from 14,660
Change-195 (-1%)
Value$3.0M (-$110.2K)
Filed 2026-10-16
Lyell Wealth Management, LP
DECREASED
Shares14,405 from 14,773
Change-368 (-2%)
Value$3.0M (-$146.7K)
Filed 2026-10-30
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares14,403 from 14,403
Change0 (0%)
Value$3.1M (+$19.0K)
Filed 2026-10-22
Trinity Wealth Management, LLC
INCREASED
Shares14,376 from 14,272
Change+104 (+1%)
Value$3.0M (-$46.2K)
Filed 2026-10-13
Avail Investment Partners, LLC
INCREASED
Shares14,316 from 13,775
Change+541 (+4%)
Value$3.0M (+$47.1K)
Filed 2026-10-16
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares14,306 from 13,988
Change+318 (+2%)
Value$3.0M (-$151)
Filed 2026-10-14
Independent Wealth Advisors LLC
INCREASED
Shares14,233 from 10,259
Change+3,974 (+39%)
Value$3.0M (+$778.0K)
Filed 2026-10-27
Comprehensive Financial Consultants Institutional, Inc.
NEW
Shares14,130
Change+14,130
Value$2.9M
Filed 2026-10-15
Private Trust Co NA
DECREASED
Shares14,019 from 15,100
Change-1,081 (-7%)
Value$2.9M (-$296.6K)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
INCREASED
Shares13,994 from 13,375
Change+619 (+5%)
Value$2.9M (+$65.2K)
Filed 2026-11-02
Soundwatch Capital LLC
UNCHANGED
Shares13,819 from 13,819
Change0 (0%)
Value$2.9M (-$42.0K)
Filed 2026-11-04
Shrier Wealth Management, LLC
INCREASED
Shares13,712 from 13,103
Change+609 (+5%)
Value$2.9M (+$64.4K)
Filed 2026-10-20
Retireful, LLC
DECREASED
Shares13,639 from 46,086
Change-32,447 (-70%)
Value$2.8M (-$7.0M)
Filed 2026-10-09
Klingman & Associates, LLC
UNCHANGED
Shares13,603 from 13,603
Change0 (0%)
Value$2.8M (-$64.6K)
Filed 2026-10-20
Parisi Gray Wealth Management
INCREASED
Shares13,587 from 12,433
Change+1,154 (+9%)
Value$2.8M (+$181.0K)
Filed 2026-10-16
Mather Group, Llc.
INCREASED
Shares13,455 from 8,548
Change+4,907 (+57%)
Value$2.8M (+$980.1K)
Filed 2026-10-14
Visionary Horizons, LLC
DECREASED
Shares13,352 from 13,395
Change-43 (0%)
Value$2.8M (-$72.5K)
Filed 2026-10-22
Sowell Financial Services LLC
DECREASED
Shares13,325 from 13,479
Change-154 (-1%)
Value$2.8M (-$96.1K)
Filed 2026-10-23
Meadow Creek Wealth Advisors LLC
DECREASED
Shares13,288 from 13,346
Change-58 (0%)
Value$2.8M (-$75.5K)
Filed 2026-11-02
First Heartland Consultants, Inc.
INCREASED
Shares13,271 from 4,028
Change+9,243 (+229%)
Value$2.8M (+$1.9M)
Filed 2026-10-08
Old National Bancorp
DECREASED
Shares13,270 from 13,285
Change-15 (0%)
Value$2.8M (-$66.2K)
Filed 2026-10-20
AFG Fiduciary Services Limited Partnership
INCREASED
Shares13,217 from 9,970
Change+3,247 (+33%)
Value$2.8M (+$676.5K)
Filed 2026-10-21
Investment House LLC
DECREASED
Shares13,148 from 13,734
Change-586 (-4%)
Value$2.7M (-$187.1K)
Filed 2026-10-21
AlphaStar Capital Management, LLC
INCREASED
Shares13,114 from 11,339
Change+1,775 (+16%)
Value$2.7M (+$315.4K)
Filed 2026-10-16
First National Trust Co
INCREASED
Shares13,088 from 12,949
Change+139 (+1%)
Value$2.7M (-$32.6K)
Filed 2026-10-28
Epiq Partners, LLC
DECREASED
Shares12,988 from 13,736
Change-748 (-5%)
Value$2.7M (-$220.8K)
Filed 2026-10-07
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED
Shares12,878 from 31,239
Change-18,361 (-59%)
Value$2.7M (-$133.0K)
Filed 2026-10-14
Worth Asset Management, LLC
INCREASED
Shares12,857 from 8,851
Change+4,006 (+45%)
Value$2.7M (+$791.3K)
Filed 2026-10-07
Milestone Asset Management Group, LLC
INCREASED
Shares12,743 from 11,919
Change+824 (+7%)
Value$2.7M (+$115.0K)
Filed 2026-10-20
Hourglass Capital, LLC
UNCHANGED
Shares12,620 from 12,620
Change0 (0%)
Value$2.6M (-$59.9K)
Filed 2026-10-26
Burns J W & Co Inc
DECREASED
Shares12,600 from 12,655
Change-55 (0%)
Value$2.6M (-$71.5K)
Filed 2026-10-20
Redw Wealth LLC
UNCHANGED
Shares12,564 from 12,564
Change0 (0%)
Value$2.6M (-$59.7K)
Filed 2026-11-02
Financial Solutions Advisory Group, Inc.
INCREASED
Shares12,507 from 12,451
Change+56 (+0%)
Value$2.7M (+$19.3K)
Filed 2026-10-28
Hyposwiss Advisors SA
DECREASED
Shares12,480 from 12,745
Change-265 (-2%)
Value$2.6M (-$115.3K)
Filed 2026-10-26
Omni 360 Wealth, Inc.
INCREASED
Shares12,397 from 12,291
Change+106 (+1%)
Value$2.6M (-$36.3K)
Filed 2026-10-13
Fifth Third Securities, Inc.
INCREASED
Shares12,206 from 8,570
Change+3,636 (+42%)
Value$2.5M (+$715.7K)
Filed 2026-10-21
Corda Investment Management, Llc.
INCREASED
Shares12,170 from 12,015
Change+155 (+1%)
Value$2.5M (-$24.8K)
Filed 2026-10-22
Birinyi Associates Inc
DECREASED
Shares12,116 from 14,844
Change-2,728 (-18%)
Value$2.5M (-$638.0K)
Filed 2026-10-28
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares12,100 from 12,050
Change+50 (+0%)
Value$2.5M (-$46.8K)
Filed 2026-10-16
Triangle Securities Wealth Management
INCREASED
Shares12,005 from 11,751
Change+254 (+2%)
Value$2.5M (-$3.0K)
Filed 2026-10-14
SeaBridge Investment Advisors LLC
INCREASED
Shares11,970 from 3,395
Change+8,575 (+253%)
Value$2.5M (+$1.8M)
Filed 2026-11-02
Root Financial Partners, LLC
DECREASED
Shares11,963 from 12,122
Change-159 (-1%)
Value$2.5M (-$90.7K)
Filed 2026-10-21
Wedmont Private Capital
INCREASED
Shares11,924 from 10,424
Change+1,500 (+14%)
Value$2.5M (+$292.5K)
Filed 2026-10-09
Trilogy Capital Inc.
INCREASED
Shares11,902 from 11,695
Change+207 (+2%)
Value$2.5M (-$12.5K)
Filed 2026-10-20
ASL Financial, LLC
INCREASED
Shares11,899 from 11,173
Change+726 (+7%)
Value$2.5M (+$98.0K)
Filed 2026-10-15
Macroview Investment Management LLC
INCREASED
Shares11,866 from 10,970
Change+896 (+8%)
Value$2.5M (+$134.3K)
Filed 2026-10-26
Moss Adams Wealth Advisors LLC
DECREASED
Shares11,866 from 11,962
Change-96 (-1%)
Value$2.5M (-$76.8K)
Filed 2026-10-28
BKM Wealth Management, LLC
INCREASED
Shares11,789 from 11,052
Change+737 (+7%)
Value$2.5M (+$100.8K)
Filed 2026-10-22
MTM Investment Management, LLC
DECREASED
Shares11,779 from 11,945
Change-166 (-1%)
Value$2.5M (-$91.3K)
Filed 2026-10-30
Outlook Wealth Advisors, LLC
DECREASED
Shares11,777 from 11,920
Change-143 (-1%)
Value$2.4M (-$86.2K)
Filed 2026-10-28
Dodds Wealth, LLC
INCREASED
Shares11,762 from 11,761
Change+1 (+0%)
Value$2.4M (-$55.7K)
Filed 2026-11-02
Net Worth Advisory Group
DECREASED
Shares11,584 from 11,779
Change-195 (-2%)
Value$2.4M (-$85.2K)
Filed 2026-10-20
Gilbert Capital Group, Inc.
INCREASED
Shares11,472 from 9,543
Change+1,929 (+20%)
Value$2.4M (+$355.9K)
Filed 2026-10-28
Asset Allocation & Management Company, LLC
UNCHANGED
Shares11,468 from 11,468
Change0 (0%)
Value$2.4K (-$54)
Filed 2026-10-13
American Capital Advisory, LLC
DECREASED
Shares11,342 from 11,573
Change-231 (-2%)
Value$2.4M (-$103.0K)
Filed 2026-10-28
KWB Wealth
INCREASED
Shares11,220 from 11,214
Change+6 (+0%)
Value$2.3M (-$52.1K)
Filed 2026-10-16
Compass Wealth Management, LLC
DECREASED
Shares11,188 from 11,222
Change-34 (0%)
Value$2.3M (-$60.2K)
Filed 2026-10-30
Hudson Oak Wealth Advisory LLC
INCREASED
Shares11,156 from 11,154
Change+2 (+0%)
Value$2.3M (-$52.6K)
Filed 2026-10-16
Larry Mathis Financial Planning, LLC
INCREASED
Shares11,135 from 993
Change+10,142 (+1021%)
Value$2.3M (+$2.1M)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares11,134 from 5,814
Change+5,320 (+92%)
Value$2.3M (+$1.1M)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
UNCHANGED
Shares11,080 from 11,080
Change0 (0%)
Value$2.3M (-$52.6K)
Filed 2026-10-15
Balentine LLC
INCREASED
Shares10,915 from 10,597
Change+318 (+3%)
Value$2.3M (+$15.8K)
Filed 2026-11-03
Farnam Financial LLC
DECREASED
Shares10,874 from 12,355
Change-1,481 (-12%)
Value$2.3M (-$300.7K)
Filed 2026-10-21
Charis Legacy Partners, LLC
INCREASED
Shares10,858 from 10,780
Change+78 (+1%)
Value$2.3M (-$35.1K)
Filed 2026-10-22
SevenBridge Financial Group, LLC
DECREASED
Shares10,828 from 10,908
Change-80 (-1%)
Value$2.3M (-$63.4K)
Filed 2026-10-26
Lionsbridge Wealth Management LLC
DECREASED
Shares10,705 from 11,658
Change-953 (-8%)
Value$2.2M (-$253.6K)
Filed 2026-10-26
Tranquility Partners, LLC
DECREASED
Shares10,640 from 11,377
Change-737 (-6%)
Value$2.2M (-$207.2K)
Filed 2026-10-20
Flagstar Securities, Inc
INCREASED
Shares10,621 from 7,376
Change+3,245 (+44%)
Value$2.2M (+$639.8K)
Filed 2026-10-15
Visionary Wealth Advisors
DECREASED
Shares10,598 from 10,850
Change-252 (-2%)
Value$2.2M (-$103.9K)
Filed 2026-11-04
Creekside Partners
DECREASED
Shares10,541 from 10,691
Change-150 (-1%)
Value$2.2M (-$82.0K)
Filed 2026-11-04
Riverbridge Partners LLC
INCREASED
Shares10,526 from 5,673
Change+4,853 (+86%)
Value$2.2M (+$982.6K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares10,437 from 10,645
Change-208 (-2%)
Value$2.2M (-$94.0K)
Filed 2026-10-29
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares10,382 from 10,382
Change0 (0%)
Value$2.2M ($0)
Filed 2026-11-03
Blue Jean Financial LLC
DECREASED
Shares10,362 from 10,821
Change-459 (-4%)
Value$2.2M (-$146.9K)
Filed 2026-10-20
Beacon Financial Advisory LLC
DECREASED
Shares10,296 from 11,190
Change-894 (-8%)
Value$2.1M (-$239.0K)
Filed 2026-10-16
NovaPoint Capital, LLC
INCREASED
Shares10,277 from 9,834
Change+443 (+5%)
Value$2.1M (+$45.4K)
Filed 2026-10-22
Focused Alpha, LLC
INCREASED
Shares10,272 from 9,784
Change+488 (+5%)
Value$2.1M (+$55.0K)
Filed 2026-10-20
Taylor Securities Services, Inc.
INCREASED
Shares10,265 from 9,618
Change+647 (+7%)
Value$2.1M (+$88.8K)
Filed 2026-10-20
Elevate Capital Advisors, LLC
NEW
Shares10,090
Change+10,090
Value$2.1M
Filed 2026-11-02
Evergreen Capital Management LLC
INCREASED
Shares10,083 from 9,929
Change+154 (+2%)
Value$2.1M (-$15.1K)
Filed 2026-10-23
Guyasuta Investment Advisors Inc
INCREASED
Shares10,075 from 10,052
Change+23 (+0%)
Value$2.1M (-$43.1K)
Filed 2026-10-15
Savior LLC
NEW
Shares10,049
Change+10,049
Value$2.1M
Filed 2026-10-13
St. Louis Trust Co
UNCHANGED
Shares9,972 from 9,972
Change0 (0%)
Value$2.1M (-$4.0M)
Filed 2026-11-03
Keystone Wealth Services, LLC
INCREASED
Shares9,929 from 9,388
Change+541 (+6%)
Value$2.1M (+$82.5K)
Filed 2026-11-03
Independent Solutions Wealth Management, LLC
DECREASED
Shares9,917 from 9,982
Change-65 (-1%)
Value$2.1M (-$60.9K)
Filed 2026-10-28
Global Assets Advisory, LLC
INCREASED
Shares9,902 from 8,630
Change+1,272 (+15%)
Value$2.1M (+$243.1K)
Filed 2026-10-28
Avestar Capital, LLC
DECREASED
Shares9,719 from 9,762
Change-43 (0%)
Value$2.0M (-$55.3K)
Filed 2026-10-28
Louisbourg Investments Inc.
INCREASED
Shares9,678 from 270
Change+9,408 (+3484%)
Value$1.5M (+$1.4M)
Filed 2026-10-20
Vigilare Wealth Management
DECREASED
Shares9,675 from 37,457
Change-27,782 (-74%)
Value$2.0M (-$6.0M)
Filed 2026-10-29
Midwest Trust Co
INCREASED
Shares9,635 from 8,561
Change+1,074 (+13%)
Value$2.0M (+$182.7K)
Filed 2026-10-22
Park Edge Advisors, LLC
NEW
Shares9,601
Change+9,601
Value$2.0M
Filed 2026-10-28
Milestone Asset Management, LLC
INCREASED
Shares9,591 from 1,150
Change+8,441 (+734%)
Value$2.0M (+$1.8M)
Filed 2026-10-15
Professional Advisory Services Inc
INCREASED
Shares9,581 from 9,257
Change+324 (+4%)
Value$2.0K (+$23)
Filed 2026-10-08
J. Safra Sarasin Holding AG
DECREASED
Shares9,381 from 11,036
Change-1,655 (-15%)
Value$1.8M (-$352.2K)
Filed 2026-10-26
Elm3 Financial Group, LLC
INCREASED
Shares9,379 from 9,162
Change+217 (+2%)
Value$2.0M (+$1.7K)
Filed 2026-10-07
Grove Bank & Trust
INCREASED
Shares9,379 from 9,169
Change+210 (+2%)
Value$2.0M (+$132)
Filed 2026-10-08
Cornerstone Wealth Management, LLC
INCREASED
Shares9,320 from 7,230
Change+2,090 (+29%)
Value$1.9M (+$400.5K)
Filed 2026-11-04
Deltec Asset Management LLC
UNCHANGED
Shares9,317 from 9,317
Change0 (0%)
Value$1.9M (-$44.3K)
Filed 2026-10-26
Weil Company, Inc.
DECREASED
Shares9,316 from 10,041
Change-725 (-7%)
Value$1.9M (-$198.5K)
Filed 2026-10-14
First Merchants Corp
DECREASED
Shares9,288 from 9,515
Change-227 (-2%)
Value$1.9M (-$92.4K)
Filed 2026-10-15
PW Nova Financial Services LLC
DECREASED
Shares9,267 from 11,233
Change-1,966 (-17%)
Value$1.9M (-$462.4K)
Filed 2026-10-15
Regions Financial Corp
DECREASED
Shares9,248 from 9,609
Change-361 (-4%)
Value$1.9M (-$120.7K)
Filed 2026-11-05
Trust Co of Vermont
INCREASED
Shares9,245 from 8,116
Change+1,129 (+14%)
Value$1.9M (+$196.3K)
Filed 2026-10-21
Signaturefd, LLC
DECREASED
Shares9,193 from 9,361
Change-168 (-2%)
Value$1.9M (-$79.3K)
Filed 2026-10-23
Noble Wealth Management PBC
INCREASED
Shares9,123 from 8,574
Change+549 (+6%)
Value$1.9M (+$73.3K)
Filed 2026-10-01
Avidian Wealth Enterprises, LLC
DECREASED
Shares9,044 from 10,256
Change-1,212 (-12%)
Value$1.9M (-$300.8K)
Filed 2026-10-08
Ritholtz Wealth Management
INCREASED
Shares9,023 from 6,683
Change+2,340 (+35%)
Value$1.9M (+$455.1K)
Filed 2026-11-05
Patten Group, Inc.
INCREASED
Shares9,016 from 8,037
Change+979 (+12%)
Value$1.9M (+$165.5K)
Filed 2026-10-26
Mccarter Private Wealth Services LLC
INCREASED
Shares8,897 from 8,153
Change+744 (+9%)
Value$1.9M (+$116.0K)
Filed 2026-10-22
Flagship Private Wealth, LLC
INCREASED
Shares8,893 from 6,525
Change+2,368 (+36%)
Value$1.8M (+$461.6K)
Filed 2026-11-05
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares8,833 from 8,523
Change+310 (+4%)
Value$1.8M (+$24.0K)
Filed 2026-10-14
Verger Capital Management LLC
INCREASED
Shares8,764 from 8,731
Change+33 (+0%)
Value$1.8M (-$34.6K)
Filed 2026-10-22
Legacy Wealth Management, LLC / MS
INCREASED
Shares8,728 from 8,556
Change+172 (+2%)
Value$1.8M (-$4.9K)
Filed 2026-10-30
Daymark Wealth Partners, LLC
INCREASED
Shares8,681 from 8,664
Change+17 (+0%)
Value$1.8M (-$37.6K)
Filed 2026-11-04
GSG Advisors LLC
INCREASED
Shares8,624 from 8,599
Change+25 (+0%)
Value$1.8M (-$35.6K)
Filed 2026-11-03
Trail Ridge Investment Advisors, LLC
INCREASED
Shares8,615 from 8,348
Change+267 (+3%)
Value$1.8M (+$15.9K)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares8,583 from 8,198
Change+385 (+5%)
Value$1.8M (+$41.2K)
Filed 2026-10-27
Creative Financial Designs Inc
DECREASED
Shares8,553 from 9,894
Change-1,341 (-14%)
Value$1.8M (-$326.0K)
Filed 2026-11-04
North Star Investment Management Corp.
DECREASED
Shares8,465 from 8,815
Change-350 (-4%)
Value$1.8M (-$114.6K)
Filed 2026-10-27
Grantvest Financial Group LLC
INCREASED
Shares8,444 from 7,560
Change+884 (+12%)
Value$1.8M (+$148.0K)
Filed 2026-10-21
Manske Wealth Management
DECREASED
Shares8,380 from 8,982
Change-602 (-7%)
Value$1.7M (-$167.9K)
Filed 2026-10-26
Renasant Bank
DECREASED
Shares8,374 from 8,972
Change-598 (-7%)
Value$1.7M (-$167.0K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares8,340 from 4,523
Change+3,817 (+84%)
Value$1.7M (+$772.5K)
Filed 2026-10-21
Solstein Capital, LLC
INCREASED
Shares8,288 from 7,807
Change+481 (+6%)
Value$1.7M (+$63.0K)
Filed 2026-11-02
Prairiewood Capital, LLC
DECREASED
Shares8,250 from 8,478
Change-228 (-3%)
Value$1.7M (-$87.7K)
Filed 2026-10-16
Bluesphere Advisors LLC
INCREASED
Shares8,220 from 8,071
Change+149 (+2%)
Value$1.7M (-$7.3K)
Filed 2026-10-19
Quadrant Capital Group LLC
UNCHANGED
Shares8,211 from 8,211
Change0 (0%)
Value$1.8M (+$4.4K)
Filed 2026-10-20
Tsfg, LLC
INCREASED
Shares8,195 from 8,191
Change+4 (+0%)
Value$1.7K (-$1.7M)
Filed 2026-10-23
Seelaus Asset Management LLC
INCREASED
Shares8,163 from 7,950
Change+213 (+3%)
Value$1.7M (-$29.1K)
Filed 2026-10-14
AM Investment Strategies LLC
INCREASED
Shares8,145 from 8,100
Change+45 (+1%)
Value$1.7M (+$1.7M)
Filed 2026-11-05
BIP Wealth, LLC
INCREASED
Shares8,113 from 5,684
Change+2,429 (+43%)
Value$1.7M (+$478.2K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
DECREASED
Shares8,084 from 8,592
Change-508 (-6%)
Value$1.7M (-$146.5K)
Filed 2026-10-23
Atwater Malick LLC
INCREASED
Shares8,079 from 7,888
Change+191 (+2%)
Value$1.7M (+$2.3K)
Filed 2026-10-15
Cadent Capital Advisors, LLC
DECREASED
Shares8,062 from 19,231
Change-11,169 (-58%)
Value$1.7M (-$2.4M)
Filed 2026-10-09
Ballast Rock Private Wealth LLC
INCREASED
Shares8,059 from 6,693
Change+1,366 (+20%)
Value$1.7M (+$252.3K)
Filed 2026-10-26
McKinley Carter Wealth Services, Inc.
INCREASED
Shares8,059 from 7,896
Change+163 (+2%)
Value$1.7M (-$3.6K)
Filed 2026-10-16
Merkkuri Wealth Advisors LLC
DECREASED
Shares7,992 from 11,122
Change-3,130 (-28%)
Value$1.7M (-$704.0K)
Filed 2026-11-03
Highland Capital Management, LLC
INCREASED
Shares7,951 from 7,451
Change+500 (+7%)
Value$1.7M (+$68.6K)
Filed 2026-10-26
Sovran Advisors, LLC
INCREASED
Shares7,947 from 6,334
Change+1,613 (+25%)
Value$1.7M (+$382.2K)
Filed 2026-11-02
Provident Wealth Management, LLC
DECREASED
Shares7,848 from 10,864
Change-3,016 (-28%)
Value$1.6M (-$679.0K)
Filed 2026-10-20
Xcel Wealth Management, LLC
INCREASED
Shares7,811 from 3,363
Change+4,448 (+132%)
Value$1.6M (+$909.3K)
Filed 2026-10-26
Cannon Advisors, Inc.
INCREASED
Shares7,730 from 7,005
Change+725 (+10%)
Value$1.6M (+$153.6K)
Filed 2026-10-14
Yankcom Partnership
UNCHANGED
Shares7,700 from 7,700
Change0 (0%)
Value$1.6M (-$36.6K)
Filed 2026-10-15
Salomon & Ludwin, LLC
INCREASED
Shares7,677 from 7,612
Change+65 (+1%)
Value$1.6M (-$27.5K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
DECREASED
Shares7,627 from 9,632
Change-2,005 (-21%)
Value$1.6M (-$462.9K)
Filed 2026-11-04
Cypress Asset Management Inc
DECREASED
Shares7,620 from 7,968
Change-348 (-4%)
Value$1.6M (-$110.2K)
Filed 2026-10-09
August Group Capital Ltd
DECREASED
Shares7,553 from 7,583
Change-30 (0%)
Value$1.6M (-$42.3K)
Filed 2026-10-14
Innova Wealth Partners
INCREASED
Shares7,546 from 6,664
Change+882 (+13%)
Value$1.6M (+$151.8K)
Filed 2026-10-21
Obermeyer Wealth Partners
DECREASED
Shares7,535 from 7,659
Change-124 (-2%)
Value$1.6M (-$62.2K)
Filed 2026-10-21
First City Capital Management, Inc.
DECREASED
Shares7,528 from 7,562
Change-34 (0%)
Value$1.6M (-$43.0K)
Filed 2026-10-27
Advisortrust Partners, LLC
INCREASED
Shares7,521 from 5,139
Change+2,382 (+46%)
Value$1.6M (+$471.1K)
Filed 2026-11-02
Highline Wealth Partners LLC
INCREASED
Shares7,518 from 3,538
Change+3,980 (+112%)
Value$1.6M (+$811.1K)
Filed 2026-10-19
Wellington Shields Capital Management, LLC
DECREASED
Shares7,500 from 19,345
Change-11,845 (-61%)
Value$1.6M (-$2.6M)
Filed 2026-11-03
Wellington Shields & Co., LLC
INCREASED
Shares7,500 from 211
Change+7,289 (+3455%)
Value$1.6M (+$1.5M)
Filed 2026-11-03
Capital Management Associates
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$1.6M (-$35.6K)
Filed 2026-11-03
Anchyra Partners LLC
DECREASED
Shares7,472 from 7,972
Change-500 (-6%)
Value$1.6M (-$141.9K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares7,438 from 7,140
Change+298 (+4%)
Value$1.5M (+$27.9K)
Filed 2026-10-22
RDA Financial Network
DECREASED
Shares7,426 from 7,534
Change-108 (-1%)
Value$1.5M (-$58.2K)
Filed 2026-10-15
Lazard Freres Gestion S.A.S.
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$1.5M (-$35.0K)
Filed 2026-11-03
Covenant Asset Management, LLC
DECREASED
Shares7,395 from 7,634
Change-239 (-3%)
Value$1.5M (-$86.0K)
Filed 2026-10-14
Dupree Financial Group, LLC
DECREASED
Shares7,354 from 7,473
Change-119 (-2%)
Value$1.5M (-$60.2K)
Filed 2026-10-09
Barrett & Company, Inc.
INCREASED
Shares7,292 from 7,091
Change+201 (+3%)
Value$1.5M (+$8.2K)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
INCREASED
Shares7,291 from 6,493
Change+798 (+12%)
Value$1.5M (+$135.2K)
Filed 2026-10-30
Flagship Wealth Advisors, LLC
UNCHANGED
Shares7,262 from 7,262
Change0 (0%)
Value$1.5M (-$34.5K)
Filed 2026-11-03
Archford Capital Strategies, LLC
UNCHANGED
Shares7,258 from 7,258
Change0 (0%)
Value$1.5M (-$34.5K)
Filed 2026-10-19
KCM Investment Advisors LLC
INCREASED
Shares7,243 from 6,669
Change+574 (+9%)
Value$1.5M (+$87.7K)
Filed 2026-10-27
Gilman Hill Asset Management, LLC
DECREASED
Shares7,238 from 7,366
Change-128 (-2%)
Value$1.5M (-$61.6K)
Filed 2026-10-13
Israel Discount Bank of New York
DECREASED
Shares7,237 from 8,239
Change-1,002 (-12%)
Value$1.5M (-$247.6K)
Filed 2026-10-14
Thrive Capital Management, LLC
INCREASED
Shares7,171 from 5,598
Change+1,573 (+28%)
Value$1.5M (+$300.8K)
Filed 2026-10-28
Jmac Enterprises LLC
INCREASED
Shares7,074 from 7,009
Change+65 (+1%)
Value$1.5M (-$19.8K)
Filed 2026-10-30
Oliver Luxxe Assets LLC
DECREASED
Shares7,046 from 7,091
Change-45 (-1%)
Value$1.5M (-$43.2K)
Filed 2026-10-14
Compound Planning, Inc.
DECREASED
Shares7,005 from 7,207
Change-202 (-3%)
Value$1.5M (-$76.2K)
Filed 2026-11-05
Alliance Wealth Management Group
UNCHANGED
Shares6,989 from 6,989
Change0 (0%)
Value$1.5M (-$33.2K)
Filed 2026-10-29
Towercrest Capital Management
UNCHANGED
Shares6,989 from 6,989
Change0 (0%)
Value$1.5M (-$33.2K)
Filed 2026-10-23
Dudley Capital Management, LLC
INCREASED
Shares6,969 from 6,308
Change+661 (+10%)
Value$1.4M (+$107.5K)
Filed 2026-10-23
Insight Advisors, LLC/ PA
INCREASED
Shares6,946 from 6,749
Change+197 (+3%)
Value$1.4M (+$9.0K)
Filed 2026-10-22
Sharkey, Howes & Javer
INCREASED
Shares6,945 from 6,719
Change+226 (+3%)
Value$1.4M (+$15.1K)
Filed 2026-10-22
Bryant Woods Investment Advisors, LLC
NEW
Shares6,906
Change+6,906
Value$1.4M
Filed 2026-10-26
Legacy Private Trust Co.
DECREASED
Shares6,854 from 7,090
Change-236 (-3%)
Value$1.4M (-$82.8K)
Filed 2026-10-06
Simplicity Wealth,LLC
DECREASED
Shares6,842 from 15,725
Change-8,883 (-56%)
Value$1.4M (-$1.9M)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares6,832 from 8,341
Change-1,509 (-18%)
Value$1.4M (-$353.5K)
Filed 2026-11-03
Revolve Wealth Partners, LLC
DECREASED
Shares6,818 from 6,826
Change-8 (0%)
Value$1.4M (-$34.1K)
Filed 2026-10-23
Twelve Points Wealth Management LLC
INCREASED
Shares6,797 from 5,047
Change+1,750 (+35%)
Value$1.5M (+$410.0K)
Filed 2026-11-03
Independence Bank of Kentucky
INCREASED
Shares6,797 from 6,679
Change+118 (+2%)
Value$1.4M (-$7.2K)
Filed 2026-10-26
TrinityBridge Ltd
INCREASED
Shares6,770 from 3,600
Change+3,170 (+88%)
Value$1.4M (+$642.0K)
Filed 2026-10-30
Quadcap Wealth Management, LLC
DECREASED
Shares6,769 from 6,996
Change-227 (-3%)
Value$1.4M (-$80.5K)
Filed 2026-11-02
Madison Park Capital Advisors, LLC
DECREASED
Shares6,768 from 7,887
Change-1,119 (-14%)
Value$1.4M (-$458.4K)
Filed 2026-10-28
Everett Harris & Co
INCREASED
Shares6,754 from 6,283
Change+471 (+8%)
Value$1.4M (+$68.1K)
Filed 2026-10-28
MMA Asset Management LLC
INCREASED
Shares6,728 from 6,177
Change+551 (+9%)
Value$1.4M (+$85.3K)
Filed 2026-11-02
Smart Wealth LLC
DECREASED
Shares6,646 from 6,987
Change-341 (-5%)
Value$1.4M (-$104.0K)
Filed 2026-11-04
Syverson Strege & Co
UNCHANGED
Shares6,597 from 6,597
Change0 (0%)
Value$1.4M (-$31.3K)
Filed 2026-11-02
Platform Technology Partners
INCREASED
Shares6,592 from 5,664
Change+928 (+16%)
Value$1.4M (+$166.1K)
Filed 2026-11-02
TruNorth Capital Management, LLC
UNCHANGED
Shares6,581 from 6,581
Change0 (0%)
Value$1.4M (-$31.3K)
Filed 2026-10-14
Castellan Group
UNCHANGED
Shares6,562 from 6,562
Change0 (0%)
Value$1.4M (-$31.2K)
Filed 2026-10-19
Gamma Investing LLC
INCREASED
Shares6,560 from 5,272
Change+1,288 (+24%)
Value$1.4M (+$242.9K)
Filed 2026-10-08
Facet Wealth, Inc.
INCREASED
Shares6,526 from 2,879
Change+3,647 (+127%)
Value$1.4M (+$745.0K)
Filed 2026-11-04
Townsend Asset Management Corp
DECREASED
Shares6,523 from 6,585
Change-62 (-1%)
Value$1.4M (-$44.1K)
Filed 2026-10-29
D.B. Root & Company, LLC
UNCHANGED
Shares6,520 from 6,520
Change0 (0%)
Value$1.4M (-$31.0K)
Filed 2026-11-04
Opulen Financial Group LLC
INCREASED
Shares6,486 from 6,461
Change+25 (+0%)
Value$1.3M (-$25.6K)
Filed 2026-10-22
Apollon Financial, LLC
INCREASED
Shares6,464 from 5,962
Change+502 (+8%)
Value$1.3M (+$76.1K)
Filed 2026-10-23
Third View Private Wealth, LLC
INCREASED
Shares6,451 from 4,870
Change+1,581 (+32%)
Value$1.3M (+$305.7K)
Filed 2026-10-30
Duncker Streett & Co Inc
INCREASED
Shares6,369 from 5,685
Change+684 (+12%)
Value$1.3M (+$115.3K)
Filed 2026-10-27
Evermay Wealth Management LLC
DECREASED
Shares6,364 from 6,442
Change-78 (-1%)
Value$1.3M (-$46.8K)
Filed 2026-11-05
Allen Capital Group, LLC
INCREASED
Shares6,350 from 6,094
Change+256 (+4%)
Value$1.3M (+$24.4K)
Filed 2026-10-27
Integrity Alliance, Llc.
INCREASED
Shares6,330 from 4,233
Change+2,097 (+50%)
Value$1.3M (+$416.0K)
Filed 2026-10-29
Grandfield & Dodd, LLC
INCREASED
Shares6,237 from 5,866
Change+371 (+6%)
Value$1.3M (+$49.3K)
Filed 2026-10-29
Financial Advisory Corp
DECREASED
Shares6,193 from 6,297
Change-104 (-2%)
Value$1.3M (-$51.5K)
Filed 2026-10-14
Murphy & Mullick Capital Management Corp
INCREASED
Shares6,173 from 5,257
Change+916 (+17%)
Value$1.3M (+$144.3K)
Filed 2026-11-02
Certuity, LLC
INCREASED
Shares6,172 from 6,160
Change+12 (+0%)
Value$1.3M (-$26.9K)
Filed 2026-11-02
Sentry LLC
UNCHANGED
Shares6,168 from 6,168
Change0 (0%)
Value$1.3M (-$29.3K)
Filed 2026-10-30
Elmwood Wealth Management, Inc.
INCREASED
Shares6,104 from 6,050
Change+54 (+1%)
Value$1.3M (-$17.5K)
Filed 2026-10-14
Curry Webb Wealth Management LLC
UNCHANGED
Shares6,098 from 6,098
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-22
Trust Co of Toledo NA
DECREASED
Shares6,084 from 6,152
Change-68 (-1%)
Value$1.3M (-$43.4K)
Filed 2026-10-16
Colorado Capital Management, Inc.
UNCHANGED
Shares6,069 from 6,069
Change0 (0%)
Value$1.3K (-$28)
Filed 2026-10-15
Arrien Investments, Inc.
INCREASED
Shares5,975 from 5,578
Change+397 (+7%)
Value$1.2M (+$56.1K)
Filed 2026-10-30
XY Planning Network, Inc.
INCREASED
Shares5,970 from 5,967
Change+3 (+0%)
Value$1.2M (-$27.8K)
Filed 2026-10-14
Aries Wealth Management
UNCHANGED
Shares5,958 from 5,958
Change0 (0%)
Value$1.2M (-$28.3K)
Filed 2026-10-23
Trek Financial, LLC
DECREASED
Shares5,939 from 15,394
Change-9,455 (-61%)
Value$1.2M (-$2.0M)
Filed 2026-10-29
Diligent Investors, LLC
INCREASED
Shares5,932 from 5,834
Change+98 (+2%)
Value$1.2M (-$7.3K)
Filed 2026-10-21
JGP Wealth Management, LLC
DECREASED
Shares5,929 from 6,317
Change-388 (-6%)
Value$1.2M (-$110.7K)
Filed 2026-10-13
Chemistry Wealth Management LLC
INCREASED
Shares5,878 from 5,858
Change+20 (+0%)
Value$1.2M (-$23.7K)
Filed 2026-10-16
HUB Investment Partners, LLC
INCREASED
Shares5,803 from 5,498
Change+305 (+6%)
Value$1.2M (+$37.4K)
Filed 2026-11-03
Benedict Financial Advisors Inc
INCREASED
Shares5,802 from 5,797
Change+5 (+0%)
Value$1.2M (-$26.6K)
Filed 2026-10-07
Crestwood Advisors Group, LLC
INCREASED
Shares5,787 from 4,054
Change+1,733 (+43%)
Value$1.2M (+$341.4K)
Filed 2026-10-27
Massachusetts Wealth Management
INCREASED
Shares5,757 from 5,427
Change+330 (+6%)
Value$1.2M (+$42.9K)
Filed 2026-10-21
TFB Advisors LLC
INCREASED
Shares5,737 from 5,576
Change+161 (+3%)
Value$1.2M (+$7.0K)
Filed 2026-11-02
Invested Advisors
INCREASED
Shares5,729 from 5,438
Change+291 (+5%)
Value$1.2M (+$34.7K)
Filed 2026-10-23
Ashurst Perkins Coie Trust Co
DECREASED
Shares5,725 from 5,902
Change-177 (-3%)
Value$1.2M (-$64.9K)
Filed 2026-10-15
Boothe Investment Group, Inc.
DECREASED
Shares5,712 from 5,806
Change-94 (-2%)
Value$1.2M (-$47.1K)
Filed 2026-10-22
IFG Advisors, LLC
INCREASED
Shares5,704 from 5,601
Change+103 (+2%)
Value$1.2M (-$5.0K)
Filed 2026-10-15
Crown Wealth Group, LLC
INCREASED
Shares5,695 from 3,160
Change+2,535 (+80%)
Value$1.2M (+$512.3K)
Filed 2026-10-19
Pictet North America Advisors SA
UNCHANGED
Shares5,690 from 5,690
Change0 (0%)
Value$1.2M (-$27.0K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
DECREASED
Shares5,657 from 5,691
Change-34 (-1%)
Value$1.2M (-$34.1K)
Filed 2026-11-03
Phraction Management LLC
UNCHANGED
Shares5,648 from 5,648
Change0 (0%)
Value$1.2M (-$26.8K)
Filed 2026-10-14
Advisors Management Group Inc
DECREASED
Shares5,645 from 5,791
Change-146 (-3%)
Value$1.2M (-$58.0K)
Filed 2026-11-05
Adkins Seale Capital Management LLC
INCREASED
Shares5,630 from 5,518
Change+112 (+2%)
Value$1.2M (-$2.9K)
Filed 2026-10-27
American Institute for Advanced Investment Management, LLP
INCREASED
Shares5,621 from 5,551
Change+70 (+1%)
Value$1.2M (-$11.8K)
Filed 2026-11-03
Silverlake Wealth Management LLC
INCREASED
Shares5,563 from 5,490
Change+73 (+1%)
Value$1.2M (-$10.9K)
Filed 2026-10-21
Salem Investment Counselors Inc
INCREASED
Shares5,536 from 4,842
Change+694 (+14%)
Value$1.2M (+$121.4K)
Filed 2026-10-13
High Point Wealth Management, LLC
INCREASED
Shares5,535 from 5,294
Change+241 (+5%)
Value$1.2M (+$25.1K)
Filed 2026-11-05
Investors Asset Management of Georgia Inc
INCREASED
Shares5,528 from 4,868
Change+660 (+14%)
Value$1.1M (+$114.2K)
Filed 2026-10-20
Principle Wealth Partners LLC
INCREASED
Shares5,516 from 4,378
Change+1,138 (+26%)
Value$1.1M (+$216.1K)
Filed 2026-11-02
Forum Financial Management, LP
INCREASED
Shares5,502 from 5,076
Change+426 (+8%)
Value$1.1M (+$64.4K)
Filed 2026-10-16
Monte Financial Group, LLC
INCREASED
Shares5,484 from 5,123
Change+361 (+7%)
Value$1.1M (+$39.3K)
Filed 2026-11-02
Autumn Glory Partners, LLC
UNCHANGED
Shares5,471 from 5,471
Change0 (0%)
Value$1.1M (-$26.0K)
Filed 2026-10-26
Chicago Capital, LLC
DECREASED
Shares5,459 from 5,935
Change-476 (-8%)
Value$1.1M (-$127.2K)
Filed 2026-10-13
Retirement Investment Advisors, Inc.
DECREASED
Shares5,455 from 5,980
Change-525 (-9%)
Value$1.1M (-$146.3K)
Filed 2026-10-22
Correct Capital Wealth Management
UNCHANGED
Shares5,419 from 5,419
Change0 (0%)
Value$1.1M (-$25.7K)
Filed 2026-11-02
Seamount Financial Group Inc
INCREASED
Shares5,406 from 4,619
Change+787 (+17%)
Value$1.1M (+$141.8K)
Filed 2026-10-21
Clifford Swan Investment Counsel LLC
DECREASED
Shares5,388 from 5,712
Change-324 (-6%)
Value$1.1M (-$94.6K)
Filed 2026-11-05
Atlas Brown,Inc.
INCREASED
Shares5,375 from 5,230
Change+145 (+3%)
Value$1.1M (+$5.3K)
Filed 2026-10-09
Principal Financial Group Inc
DECREASED
Shares5,351 from 5,565
Change-214 (-4%)
Value$1.1M (-$70.9K)
Filed 2026-11-02
Hassell Wealth Management, LLC
UNCHANGED
Shares5,301 from 5,301
Change0 (0%)
Value$1.1M (-$22.2K)
Filed 2026-10-19
Segment Wealth Management, LLC
INCREASED
Shares5,298 from 5,094
Change+204 (+4%)
Value$1.1M (+$18.2K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,291 from 5,075
Change+216 (+4%)
Value$1.1M (+$20.9K)
Filed 2026-10-13
Cambridge Advisors Inc.
UNCHANGED
Shares5,275 from 5,275
Change0 (0%)
Value$1.1M (-$24.9K)
Filed 2026-10-19
Directional Asset Management
NEW
Shares5,241
Change+5,241
Value$1.1M
Filed 2026-10-22
Culbertson A N & Co Inc
UNCHANGED
Shares5,236 from 5,236
Change0 (0%)
Value$1.1M (-$24.9K)
Filed 2026-10-21
Alterna Wealth Management, Inc
INCREASED
Shares5,225 from 3,925
Change+1,300 (+33%)
Value$1.1M (+$251.7K)
Filed 2026-10-27
United Advisor Group, LLC
INCREASED
Shares5,220 from 1,809
Change+3,411 (+189%)
Value$1.1M (+$701.0K)
Filed 2026-11-03
Tenon Financial LLC
INCREASED
Shares5,185 from 5,135
Change+50 (+1%)
Value$1.1M (-$14.0K)
Filed 2026-10-14
Rockland Trust Co
UNCHANGED
Shares5,104 from 5,104
Change0 (0%)
Value$1.1M (-$24.2K)
Filed 2026-10-05
Gen-Wealth Partners Inc
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$1.1M (-$24.2K)
Filed 2026-11-04
Kachkovsky & Fisher, Inc.
DECREASED
Shares5,097 from 5,107
Change-10 (0%)
Value$1.1M (-$26.3K)
Filed 2026-10-21
Clientfirst Wealth Management, LLC
UNCHANGED
Shares5,096 from 5,096
Change0 (0%)
Value$1.1M (-$24.2K)
Filed 2026-11-04
Quartz Partners, LLC
INCREASED
Shares5,078 from 4,843
Change+235 (+5%)
Value$1.1M (+$25.9K)
Filed 2026-11-03
Bfsg, LLC
INCREASED
Shares5,013 from 4,910
Change+103 (+2%)
Value$1.0M (-$1.9K)
Filed 2026-10-30
Cooksen Wealth, LLC
INCREASED
Shares4,986 from 4,904
Change+82 (+2%)
Value$1.1M (+$18.9K)
Filed 2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
NEW
Shares4,961
Change+4,961
Value$1.0M
Filed 2026-10-08
Live Oak Private Wealth LLC
DECREASED
Shares4,957 from 4,998
Change-41 (-1%)
Value$1.0M (-$32.3K)
Filed 2026-11-02
Reyes Financial Architecture, Inc.
DECREASED
Shares4,945 from 41,954
Change-37,009 (-88%)
Value$1.0M (-$7.9M)
Filed 2026-10-22
Keudell ison Wealth Management
DECREASED
Shares4,912 from 5,001
Change-89 (-2%)
Value$1.0M (-$42.3K)
Filed 2026-10-16
Mascagni Wealth Management, Inc.
INCREASED
Shares4,895 from 4,838
Change+57 (+1%)
Value$1.0M (-$11.1K)
Filed 2026-10-23
Tilia Fiduciary Partners, Inc.
INCREASED
Shares4,892 from 4,816
Change+76 (+2%)
Value$1.0M (-$7.0K)
Filed 2026-10-09
Toth Financial Advisory Corp
DECREASED
Shares4,888 from 5,000
Change-112 (-2%)
Value$1.0M (-$47.0K)
Filed 2026-10-08
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares4,885 from 27,816
Change-22,931 (-82%)
Value$1.0M (-$4.9M)
Filed 2026-10-15
Odyssey Capital Advisors, Inc.
INCREASED
Shares4,879 from 4,867
Change+12 (+0%)
Value$1.0M (-$20.5K)
Filed 2026-10-26
Caliber Wealth Management, LLC / KS
INCREASED
Shares4,861 from 4,819
Change+42 (+1%)
Value$1.0M (-$14.2K)
Filed 2026-11-04
Intrua Financial, LLC
INCREASED
Shares4,859 from 4,341
Change+518 (+12%)
Value$1.0M (+$87.2K)
Filed 2026-10-28
TrueWealth Advisors, LLC
INCREASED
Shares4,850 from 3,782
Change+1,068 (+28%)
Value$1.0M (+$204.3K)
Filed 2026-10-09
Comprehensive Financial Planning, Inc.
INCREASED
Shares4,822 from 4,689
Change+133 (+3%)
Value$1.0M (+$5.4K)
Filed 2026-10-27
Monarch Capital Management Inc
DECREASED
Shares4,798 from 4,952
Change-154 (-3%)
Value$998.1K (-$55.6K)
Filed 2026-10-19
Capital Advisors Wealth Management, LLC
INCREASED
Shares4,788 from 4,248
Change+540 (+13%)
Value$996.1K (+$92.3K)
Filed 2026-10-09
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares4,783 from 4,783
Change0 (0%)
Value$995.0K (-$22.7K)
Filed 2026-10-15
Ted Buchan & Co
DECREASED
Shares4,756 from 4,865
Change-109 (-2%)
Value$989.3K (-$45.8K)
Filed 2026-10-23
Omnitrust Wealth Management, Inc
NEW
Shares4,746
Change+4,746
Value$987.3K
Filed 2026-11-02
Associated Banc-Corp
DECREASED
Shares4,741 from 4,753
Change-12 (0%)
Value$986.2K (-$25.1K)
Filed 2026-10-30
Elevation Wealth Partners, LLC
INCREASED
Shares4,735 from 3,576
Change+1,159 (+32%)
Value$985.0K (+$224.1K)
Filed 2026-10-07
Retirement Planning Co of New England, Inc.
INCREASED
Shares4,734 from 4,160
Change+574 (+14%)
Value$984.8K (+$99.6K)
Filed 2026-10-15
ICW Investment Advisors LLC
INCREASED
Shares4,733 from 4,718
Change+15 (+0%)
Value$984.6K (-$19.3K)
Filed 2026-10-27
Ardent Capital Management, Inc.
DECREASED
Shares4,715 from 6,920
Change-2,205 (-32%)
Value$980.8K (-$491.6K)
Filed 2026-10-16
Members Wealth LLC
INCREASED
Shares4,710 from 4,558
Change+152 (+3%)
Value$991.9K (+$22.1K)
Filed 2026-10-20
Rossby Financial, LCC
INCREASED
Shares4,705 from 2,287
Change+2,418 (+106%)
Value$978.8K (+$492.2K)
Filed 2026-11-05
Pacific Capital Wealth Advisors, Inc.
UNCHANGED
Shares4,687 from 4,687
Change0 (0%)
Value$975.0K (-$22.3K)
Filed 2026-10-22
Chesley Taft & Associates LLC
DECREASED
Shares4,654 from 4,746
Change-92 (-2%)
Value$968.1K (-$41.7K)
Filed 2026-10-13
Foguth Wealth Management, Llc.
INCREASED
Shares4,652 from 4,378
Change+274 (+6%)
Value$995.9K (+$65.9K)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED
Shares4,589 from 4,257
Change+332 (+8%)
Value$954.5K (+$48.7K)
Filed 2026-10-26
Shoker Investment Counsel, Inc.
DECREASED
Shares4,577 from 4,623
Change-46 (-1%)
Value$952.2K (-$31.5K)
Filed 2026-11-04
Westside Investment Management, Inc.
INCREASED
Shares4,545 from 4,073
Change+472 (+12%)
Value$945.6K (+$79.0K)
Filed 2026-11-02
Winebrenner Capital Management LLC
INCREASED
Shares4,504 from 3,812
Change+692 (+18%)
Value$936.9K (+$125.8K)
Filed 2026-10-07
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED
Shares4,454 from 4,443
Change+11 (+0%)
Value$926.6K (-$18.8K)
Filed 2026-10-14
Morton Capital Management LLC
DECREASED
Shares4,451 from 4,497
Change-46 (-1%)
Value$926.0K (-$30.9K)
Filed 2026-10-23
Canvas Wealth Advisors, LLC
INCREASED
Shares4,432 from 4,373
Change+59 (+1%)
Value$975.2K (+$44.7K)
Filed 2026-11-02
Wesbanco Bank Inc
DECREASED
Shares4,411 from 16,092
Change-11,681 (-73%)
Value$917.6K (-$2.5M)
Filed 2026-11-04
Crossmark Global Holdings, Inc.
UNCHANGED
Shares4,405 from 4,405
Change0 (0%)
Value$916.2K (-$20.9K)
Filed 2026-10-21
AMG National Trust Bank
DECREASED
Shares4,399 from 4,425
Change-26 (-1%)
Value$915.1K (-$26.4K)
Filed 2026-11-05
National Wealth Management Group, LLC
INCREASED
Shares4,392 from 4,039
Change+353 (+9%)
Value$913.6K (+$54.2K)
Filed 2026-10-26
Greystone Financial Group, LLC
INCREASED
Shares4,384 from 4,276
Change+108 (+3%)
Value$912.0K (+$2.2K)
Filed 2026-10-26
Nicholas Hoffman & Company, Llc.
INCREASED
Shares4,375 from 2,583
Change+1,792 (+69%)
Value$910.2K (+$360.7K)
Filed 2026-10-30
Austin Asset Management Co Inc
UNCHANGED
Shares4,371 from 4,371
Change0 (0%)
Value$909.3K (-$20.8K)
Filed 2026-10-29
Golden State Wealth Management, LLC
INCREASED
Shares4,353 from 2,230
Change+2,123 (+95%)
Value$905.6K (+$431.0K)
Filed 2026-11-02
McCollum Christoferson Group LLC
INCREASED
Shares4,335 from 2,480
Change+1,855 (+75%)
Value$901.8K (+$374.1K)
Filed 2026-10-13
MSH Capital Advisors LLC
INCREASED
Shares4,329 from 2,033
Change+2,296 (+113%)
Value$900.5K (+$467.9K)
Filed 2026-11-03
Balboa Wealth Partners
INCREASED
Shares4,312 from 3,738
Change+574 (+15%)
Value$897.0K (+$101.8K)
Filed 2026-10-20
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares4,312 from 4,125
Change+187 (+5%)
Value$897.0K (+$19.3K)
Filed 2026-10-15
Friedenthal Financial
INCREASED
Shares4,297 from 4,257
Change+40 (+1%)
Value$893.9K (-$11.9K)
Filed 2026-10-27
Washington Trust Advisors, Inc.
INCREASED
Shares4,284 from 2,939
Change+1,345 (+46%)
Value$891.2K (+$265.8K)
Filed 2026-10-22
Atticus Wealth Management, LLC
INCREASED
Shares4,260 from 2,183
Change+2,077 (+95%)
Value$886.2K (+$421.8K)
Filed 2026-10-20
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares4,259 from 4,016
Change+243 (+6%)
Value$885.9K (+$31.3K)
Filed 2026-10-16
Glenview Trust Co
INCREASED
Shares4,242 from 4,085
Change+157 (+4%)
Value$882.4K (+$13.3K)
Filed 2026-10-28
Carrera Capital Advisors
INCREASED
Shares4,235 from 4,220
Change+15 (+0%)
Value$880.9K (-$16.9K)
Filed 2026-11-03
Register Financial Advisors LLC
INCREASED
Shares4,233 from 4,021
Change+212 (+5%)
Value$880.5K (+$24.9K)
Filed 2026-10-23
Lavelle Capital LP
INCREASED
Shares4,207 from 3,919
Change+288 (+7%)
Value$875.1K (+$41.3K)
Filed 2026-11-03
Cathy Pareto & Associates, Inc
INCREASED
Shares4,206 from 4,203
Change+3 (+0%)
Value$875.0K (-$19.3K)
Filed 2026-10-15
Howard Capital Management Group, LLC
DECREASED
Shares4,200 from 4,575
Change-375 (-8%)
Value$873.7K (-$99.7K)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
INCREASED
Shares4,165 from 3,750
Change+415 (+11%)
Value$866.4K (+$68.5K)
Filed 2026-10-29
Briggs Wealth Management, Inc
UNCHANGED
Shares4,154 from 4,154
Change0 (0%)
Value$864.2K (-$19.7K)
Filed 2026-10-26
Bay Capital Advisors, LLC
DECREASED
Shares4,141 from 4,238
Change-97 (-2%)
Value$861.5K (-$40.3K)
Filed 2026-10-16
PKS Advisory Services, LLC
UNCHANGED
Shares4,137 from 4,137
Change0 (0%)
Value$880.5K ($0)
Filed 2026-10-26
CDM Financial Counseling Services, Inc.
INCREASED
Shares4,122 from 3,805
Change+317 (+8%)
Value$857.4K (+$47.8K)
Filed 2026-10-15
Pinnacle Bancorp, Inc.
UNCHANGED
Shares4,100 from 4,100
Change0 (0%)
Value$852.9K (-$19.5K)
Filed 2026-10-21
Cambridge Capital Management, LLC
DECREASED
Shares4,038 from 4,093
Change-55 (-1%)
Value$839.9K (-$31.0K)
Filed 2026-10-19
Legacy Wealth Partners, LLC
DECREASED
Shares4,019 from 4,145
Change-126 (-3%)
Value$836.0K (-$46.0K)
Filed 2026-10-15
Bridgelight Financial Advisors, Inc.
INCREASED
Shares4,014 from 3,999
Change+15 (+0%)
Value$835.1K (-$15.8K)
Filed 2026-10-20
AtlasMark Financial, Inc
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$832.1K (-$19.0K)
Filed 2026-10-13
Vanguard Capital Wealth Advisors
NEW
Shares3,990
Change+3,990
Value$830.0K
Filed 2026-10-16
LongView Wealth Management
INCREASED
Shares3,973 from 3,113
Change+860 (+28%)
Value$826.5K (+$164.2K)
Filed 2026-10-19
Florida Trust Wealth Management Co
INCREASED
Shares3,969 from 3,459
Change+510 (+15%)
Value$825.6K (+$89.7K)
Filed 2026-11-05
Larson Financial Group LLC
DECREASED
Shares3,935 from 5,632
Change-1,697 (-30%)
Value$818.6K (-$379.8K)
Filed 2026-11-05
Cora Capital Advisors LLC
DECREASED
Shares3,920 from 3,941
Change-21 (-1%)
Value$815.3K (-$23.2K)
Filed 2026-11-02
Tred Avon Family Wealth, LLC
INCREASED
Shares3,919 from 2,219
Change+1,700 (+77%)
Value$815.2K (+$343.1K)
Filed 2026-10-20
Independent Wealth Network Inc.
INCREASED
Shares3,898 from 3,454
Change+444 (+13%)
Value$811.0K (+$76.1K)
Filed 2026-10-19
Saxon Interests, Inc.
INCREASED
Shares3,889 from 3,710
Change+179 (+5%)
Value$809.0K (+$19.6K)
Filed 2026-10-26
Tennessee Valley Asset Management Partners
DECREASED
Shares3,879 from 3,910
Change-31 (-1%)
Value$807.0K (-$25.0K)
Filed 2026-11-03
Rossmore Private Capital
DECREASED
Shares3,870 from 4,245
Change-375 (-9%)
Value$805.0K (-$98.2K)
Filed 2026-10-27
Lewis Asset Management, LLC
INCREASED
Shares3,858 from 3,631
Change+227 (+6%)
Value$802.5K (+$29.8K)
Filed 2026-10-14
Inlet Private Wealth, LLC
UNCHANGED
Shares3,851 from 3,851
Change0 (0%)
Value$801.2K (-$18.3K)
Filed 2026-10-21
Collective Family Office LLC
DECREASED
Shares3,850 from 4,133
Change-283 (-7%)
Value$800.9K (-$78.5K)
Filed 2026-10-05
Rhodes Investment Advisors Inc
INCREASED
Shares3,817 from 3,786
Change+31 (+1%)
Value$794.0K (-$11.5K)
Filed 2026-10-07
Journey Advisory Group, LLC
INCREASED
Shares3,807 from 3,787
Change+20 (+1%)
Value$791.9K (-$13.8K)
Filed 2026-11-04
Key Client Fiduciary Advisors, LLC
DECREASED
Shares3,800 from 4,302
Change-502 (-12%)
Value$790.4K (-$124.9K)
Filed 2026-10-19
3Chopt Investment Partners, LLC
UNCHANGED
Shares3,799 from 3,799
Change0 (0%)
Value$790.3K (-$18.0K)
Filed 2026-10-30
Legacy Financial Strategies, LLC
INCREASED
Shares3,798 from 3,555
Change+243 (+7%)
Value$790.0K (+$33.7K)
Filed 2026-10-15
ALM First Financial Advisors, LLC
NEW
Shares3,790
Change+3,790
Value$788.4K
Filed 2026-10-13
TSG Advice Partners, LLC
NEW
Shares3,787
Change+3,787
Value$805.8K
Filed 2026-10-29
Cardinal Point Capital Management ULC
INCREASED
Shares3,786 from 3,781
Change+5 (+0%)
Value$787.6K (-$17.0K)
Filed 2026-10-21
Hurley Capital, LLC
INCREASED
Shares3,776 from 620
Change+3,156 (+509%)
Value$785.5K (+$653.5K)
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$780.1K (-$17.8K)
Filed 2026-10-13
Investment Management Corp
NEW
Shares3,746
Change+3,746
Value$779.2K
Filed 2026-11-03
YHB Investment Advisors, Inc.
INCREASED
Shares3,738 from 3,650
Change+88 (+2%)
Value$777.6K (+$968)
Filed 2026-10-08
North Capital, Inc.
INCREASED
Shares3,708 from 2,890
Change+818 (+28%)
Value$790.9K (+$176.0K)
Filed 2026-10-16
Ehrlich Financial Group
DECREASED
Shares3,705 from 4,246
Change-541 (-13%)
Value$770.8K (-$132.7K)
Filed 2026-10-20
Legacy Advisors, LLC
DECREASED
Shares3,701 from 3,803
Change-102 (-3%)
Value$770.0K (-$39.2K)
Filed 2026-10-19
Absolute Capital Management, LLC
DECREASED
Shares3,695 from 8,454
Change-4,759 (-56%)
Value$768.7K (-$1.0M)
Filed 2026-10-16
Blue Capital, Inc.
DECREASED
Shares3,688 from 13,440
Change-9,752 (-73%)
Value$767.1K (-$2.1M)
Filed 2026-10-13
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares3,688 from 3,688
Change0 (0%)
Value$767.2K (-$17.5K)
Filed 2026-10-09
Cerro Pacific Wealth Advisors LLC
NEW
Shares3,678
Change+3,678
Value$765.1K
Filed 2026-10-22
Plan A Wealth LLC
INCREASED
Shares3,668 from 2,756
Change+912 (+33%)
Value$763.1K (+$176.7K)
Filed 2026-10-08
KMG Fiduciary Partners, LLC
DECREASED
Shares3,659 from 4,019
Change-360 (-9%)
Value$761.1K (-$94.0K)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
INCREASED
Shares3,658 from 2,604
Change+1,054 (+40%)
Value$760.9K (+$206.9K)
Filed 2026-11-04
West Bancorporation Inc
DECREASED
Shares3,647 from 4,922
Change-1,275 (-26%)
Value$758.6K (-$288.6K)
Filed 2026-10-29
Strata Wealth Advisors, LLC
DECREASED
Shares3,638 from 3,721
Change-83 (-2%)
Value$756.8K (-$34.9K)
Filed 2026-10-16
Essex Bank
UNCHANGED
Shares3,632 from 3,632
Change0 (0%)
Value$755.5K (-$17.3K)
Filed 2026-10-16
Hofer & Associates. Inc
NEW
Shares3,629
Change+3,629
Value$754.9K
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares3,629 from 3,619
Change+10 (+0%)
Value$754.9K (-$15.1K)
Filed 2026-10-14
Pinnacle Financial Group, LLC / IL
INCREASED
Shares3,613 from 3,606
Change+7 (+0%)
Value$751.7K (-$15.7K)
Filed 2026-10-29
Compass Financial Management LLC
INCREASED
Shares3,610 from 2,082
Change+1,528 (+73%)
Value$751.0K (+$301.6K)
Filed 2026-10-30
Banque Pictet & CIE SA
UNCHANGED
Shares3,588 from 3,588
Change0 (0%)
Value$746.4K (-$17.0K)
Filed 2026-10-16
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares3,587 from 3,587
Change0 (0%)
Value$746.2K (-$17.0K)
Filed 2026-11-02
Fulton Bank, N.A.
INCREASED
Shares3,585 from 2,818
Change+767 (+27%)
Value$745.8K (+$146.2K)
Filed 2026-10-14
Harmony Asset Management LLC
UNCHANGED
Shares3,569 from 3,569
Change0 (0%)
Value$742.4K (-$17.0K)
Filed 2026-10-20
Edge Wealth Management LLC
DECREASED
Shares3,555 from 3,598
Change-43 (-1%)
Value$741.8K (-$23.8K)
Filed 2026-10-13
Simon Quick Advisors, LLC
INCREASED
Shares3,552 from 1,116
Change+2,436 (+218%)
Value$738.9K (+$501.4K)
Filed 2026-10-26
HT Partners LLC
UNCHANGED
Shares3,542 from 3,542
Change0 (0%)
Value$736.8K (-$16.8K)
Filed 2026-10-20
Horizons Wealth Management
NEW
Shares3,519
Change+3,519
Value$732.0K
Filed 2026-10-05
Castleview Partners, LLC
INCREASED
Shares3,501 from 2,663
Change+838 (+31%)
Value$728.3K (+$161.7K)
Filed 2026-10-09
Mirador Capital Partners LP
INCREASED
Shares3,473 from 3,362
Change+111 (+3%)
Value$722.5K (+$7.3K)
Filed 2026-10-09
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares3,459 from 3,503
Change-44 (-1%)
Value$719.5K (-$25.8K)
Filed 2026-10-16
RMR Wealth Builders
INCREASED
Shares3,458 from 3,334
Change+124 (+4%)
Value$719.4K (+$10.0K)
Filed 2026-10-22
Rubicon Advisors, GP
UNCHANGED
Shares3,458 from 3,458
Change0 (0%)
Value$719.3K (-$16.4K)
Filed 2026-10-23
Montz Harcus Wealth Management LLC
INCREASED
Shares3,454 from 3,443
Change+11 (+0%)
Value$718.5K (-$14.0K)
Filed 2026-10-09
Abound Wealth Management
INCREASED
Shares3,444 from 3,394
Change+50 (+1%)
Value$716.5K (-$5.7K)
Filed 2026-10-26
Beverly Hills Private Wealth, LLC
UNCHANGED
Shares3,430 from 3,430
Change0 (0%)
Value$713.6K (-$16.3K)
Filed 2026-11-04
6th Street Advisors, LLC
INCREASED
Shares3,418 from 3,404
Change+14 (+0%)
Value$710.9K (-$13.4K)
Filed 2026-10-14
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares3,418 from 3,417
Change+1 (+0%)
Value$710.9K (-$16.2K)
Filed 2026-11-04
Financial Architects, LLC
UNCHANGED
Shares3,415 from 3,415
Change0 (0%)
Value$710.4K (-$16.2K)
Filed 2026-10-13
Parkway Wealth Management Group, LLC
INCREASED
Shares3,403 from 3,390
Change+13 (+0%)
Value$707.9K (-$13.4K)
Filed 2026-10-20
Ignite Planners, LLC
INCREASED
Shares3,392 from 3,232
Change+160 (+5%)
Value$711.2K (+$23.5K)
Filed 2026-10-14
Wise Wealth Partners
INCREASED
Shares3,390 from 2,467
Change+923 (+37%)
Value$705.3K (+$180.4K)
Filed 2026-10-14
Investment Partners, Ltd.
INCREASED
Shares3,382 from 3,031
Change+351 (+12%)
Value$703.6K (+$58.7K)
Filed 2026-10-29
FAI Advisors, Inc.
DECREASED
Shares3,371 from 3,387
Change-16 (0%)
Value$701.2K (-$19.4K)
Filed 2026-10-27
Ascentis Wealth Management, LLC
INCREASED
Shares3,362 from 3,359
Change+3 (+0%)
Value$699.4K (-$15.3K)
Filed 2026-11-03
Nvwm, LLC
INCREASED
Shares3,360 from 3,347
Change+13 (+0%)
Value$698.9K (-$13.2K)
Filed 2026-10-14
Donor Advised Charitable Giving, Inc.
INCREASED
Shares3,358 from 1,146
Change+2,212 (+193%)
Value$698.6K (+$454.8K)
Filed 2026-10-28
B.A. Schrock Wealth Management, Inc.
NEW
Shares3,352
Change+3,352
Value$700.5K
Filed 2026-10-15
Verus Capital Partners, LLC
INCREASED
Shares3,336 from 3,067
Change+269 (+9%)
Value$693.9K (+$41.3K)
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares3,334 from 2,638
Change+696 (+26%)
Value$693.6K (+$132.3K)
Filed 2026-10-14
Thompson Siegel & Walmsley LLC
INCREASED
Shares3,317 from 3,166
Change+151 (+5%)
Value$690.0K (+$16.0K)
Filed 2026-11-05
Crusonia Wealth Advisors LLC
DECREASED
Shares3,297 from 3,355
Change-58 (-2%)
Value$685.8K (-$28.1K)
Filed 2026-10-26
Junk Investment Group, LLC
INCREASED
Shares3,295 from 1,890
Change+1,405 (+74%)
Value$685.4K (+$283.3K)
Filed 2026-10-19
Sky Investment Group LLC
INCREASED
Shares3,268 from 2,862
Change+406 (+14%)
Value$679.8K (+$70.9K)
Filed 2026-10-30
Redmond Asset Management, LLC
INCREASED
Shares3,257 from 3,143
Change+114 (+4%)
Value$677.5K (+$8.8K)
Filed 2026-10-27
waypoint wealth counsel
INCREASED
Shares3,237 from 3,236
Change+1 (+0%)
Value$673.4K (-$15.2K)
Filed 2026-10-22
Wealth Architects, LLC
UNCHANGED
Shares3,231 from 3,231
Change0 (0%)
Value$672.2K (-$15.3K)
Filed 2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares3,226 from 3,226
Change0 (0%)
Value$671.1K (-$15.3K)
Filed 2026-10-23
Weaver Consulting Group
INCREASED
Shares3,217 from 3,169
Change+48 (+2%)
Value$669.1K (-$5.0K)
Filed 2026-10-07
Shade Tree Advisors LLC
NEW
Shares3,203
Change+3,203
Value$666.3K
Filed 2026-10-22
Lionshead Wealth Management, LLC
UNCHANGED
Shares3,178 from 3,178
Change0 (0%)
Value$661.1K (-$15.1K)
Filed 2026-10-21
Apella Capital, LLC
INCREASED
Shares3,176 from 2,313
Change+863 (+37%)
Value$668.9K (+$172.2K)
Filed 2026-10-08
Strong Retirement Solutions LLC
INCREASED
Shares3,165 from 2,115
Change+1,050 (+50%)
Value$658.4K (+$208.4K)
Filed 2026-10-07
Primoris Wealth Advisors, LLC
NEW
Shares3,163
Change+3,163
Value$658.0K
Filed 2026-10-28
Sherrill & Hutchins Financial Advisory, Inc
INCREASED
Shares3,158 from 3,141
Change+17 (+1%)
Value$656.9K (-$11.4K)
Filed 2026-10-14
Parkside Financial Bank & Trust
DECREASED
Shares3,157 from 3,333
Change-176 (-5%)
Value$656.7K (-$52.4K)
Filed 2026-10-27
Spinnaker Investment Group, LLC
INCREASED
Shares3,154 from 2,615
Change+539 (+21%)
Value$656.1K (+$99.7K)
Filed 2026-10-13
Mystic Asset Management, Inc.
INCREASED
Shares3,146 from 2,675
Change+471 (+18%)
Value$654.4K (+$85.3K)
Filed 2026-10-15
Hartford Financial Management Inc.
DECREASED
Shares3,140 from 3,379
Change-239 (-7%)
Value$653.1K (-$65.8K)
Filed 2026-10-21
Fusion Capital, LLC
DECREASED
Shares3,123 from 3,204
Change-81 (-3%)
Value$649.6K (-$32.2K)
Filed 2026-10-28
Triad Wealth Partners, LLC
INCREASED
Shares3,113 from 2,945
Change+168 (+6%)
Value$647.6K (+$8.1K)
Filed 2026-10-26
Orgel Wealth Management, LLC
DECREASED
Shares3,110 from 3,125
Change-15 (0%)
Value$646.9K (-$17.9K)
Filed 2026-10-14
Independence Financial Advisors, LLC
INCREASED
Shares3,109 from 3,097
Change+12 (+0%)
Value$646.7K (-$12.3K)
Filed 2026-10-08
Mission Wealth Management, LP
DECREASED
Shares3,105 from 4,918
Change-1,813 (-37%)
Value$645.9K (-$400.6K)
Filed 2026-10-15
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares3,103 from 3,103
Change0 (0%)
Value$645.5K (-$14.7K)
Filed 2026-10-13
MinichMacGregor Wealth Management, LLC
DECREASED
Shares3,100 from 3,125
Change-25 (-1%)
Value$644.9K (-$20.1K)
Filed 2026-10-14
Ledyard National Bank
UNCHANGED
Shares3,090 from 3,090
Change0 (0%)
Value$642.8K (-$14.7K)
Filed 2026-10-21
Lee Financial Co
UNCHANGED
Shares3,086 from 3,086
Change0 (0%)
Value$642.0K (-$14.7K)
Filed 2026-10-16
SBK Financial, Inc.
INCREASED
Shares3,072 from 3,069
Change+3 (+0%)
Value$639.1K (-$14.0K)
Filed 2026-11-02
Obsidian CIO, LLC
INCREASED
Shares3,071 from 2,026
Change+1,045 (+52%)
Value$638.8K (+$207.7K)
Filed 2026-11-05
Davidson Trust Co
UNCHANGED
Shares3,068 from 3,068
Change0 (0%)
Value$638.2K (-$14.6K)
Filed 2026-10-09
Penobscot Wealth Management
DECREASED
Shares3,060 from 3,094
Change-34 (-1%)
Value$636.5K (-$21.9K)
Filed 2026-10-21
Opal Wealth Advisors, LLC
DECREASED
Shares3,055 from 3,213
Change-158 (-5%)
Value$635.5K (-$48.1K)
Filed 2026-10-16
Jessup Wealth Management, Inc
UNCHANGED
Shares3,042 from 3,042
Change0 (0%)
Value$632.8K (-$14.4K)
Filed 2026-10-20
TBH Global Asset Management, LLC
DECREASED
Shares3,033 from 4,608
Change-1,575 (-34%)
Value$630.9K (-$349.5K)
Filed 2026-11-03
Sterling Financial Planning, Inc.
UNCHANGED
Shares3,018 from 3,018
Change0 (0%)
Value$627.8K (-$14.3K)
Filed 2026-10-28
Capital Asset Advisory Services LLC
DECREASED
Shares3,010 from 3,259
Change-249 (-8%)
Value$656.9K (-$36.5K)
Filed 2026-10-30
Hengehold Capital Management LLC
INCREASED
Shares3,009 from 2,999
Change+10 (+0%)
Value$625.9K (-$12.1K)
Filed 2026-10-16
FFG Partners, LLC
NEW
Shares3,008
Change+3,008
Value$625.9K
Filed 2026-10-15
Wealth Dimensions Group, Ltd.
INCREASED
Shares3,003 from 3,000
Change+3 (+0%)
Value$624.7K (-$13.5K)
Filed 2026-11-02
Tritonpoint Wealth, LLC
DECREASED
Shares2,997 from 3,012
Change-15 (0%)
Value$623.4K (-$17.4K)
Filed 2026-10-19
KFA Private Wealth Group, LLC
INCREASED
Shares2,996 from 2,897
Change+99 (+3%)
Value$623.3K (+$6.8K)
Filed 2026-10-07
CFS Investment Advisory Services, LLC
UNCHANGED
Shares2,989 from 2,989
Change0 (0%)
Value$634.7K (-$7.7K)
Filed 2026-10-19
MKT Advisors LLC
UNCHANGED
Shares2,959 from 2,959
Change0 (0%)
Value$626.9K (-$8.5K)
Filed 2026-10-20
Sound Income Strategies, LLC
INCREASED
Shares2,953 from 2,807
Change+146 (+5%)
Value$625.6K (+$28.4K)
Filed 2026-10-09
Virginia Wealth Management Group, Inc.
INCREASED
Shares2,952 from 2,671
Change+281 (+11%)
Value$614.2K (+$46.0K)
Filed 2026-10-14
Rosenberg Matthew Hamilton
DECREASED
Shares2,951 from 3,053
Change-102 (-3%)
Value$613.8K (-$35.7K)
Filed 2026-10-05
Hixon Zuercher, LLC
UNCHANGED
Shares2,904 from 2,904
Change0 (0%)
Value$604.1K (-$13.8K)
Filed 2026-10-13
Voisard Asset Management Group, Inc.
DECREASED
Shares2,870 from 3,093
Change-223 (-7%)
Value$597.0K (-$61.1K)
Filed 2026-10-13
BAR Harbor Wealth Management
INCREASED
Shares2,865 from 2,225
Change+640 (+29%)
Value$596.0K (+$122.6K)
Filed 2026-10-21
Financial Counselors Inc
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$582.5K (-$13.3K)
Filed 2026-10-22
Nautilus Advisors LLC
DECREASED
Shares2,794 from 2,815
Change-21 (-1%)
Value$581.3K (-$22.0K)
Filed 2026-10-07
Wealthcare Capital Partners, LLC
INCREASED
Shares2,738 from 2,481
Change+257 (+10%)
Value$569.5K (+$41.7K)
Filed 2026-10-21
Santori & Peters, Inc.
INCREASED
Shares2,698 from 2,692
Change+6 (+0%)
Value$561.2K (-$11.6K)
Filed 2026-10-26
Weaver Capital Management LLC
DECREASED
Shares2,692 from 2,889
Change-197 (-7%)
Value$559.9K (+$5.6K)
Filed 2026-10-15
Mitchell Sinkler & Starr
INCREASED
Shares2,686 from 2,306
Change+380 (+16%)
Value$558.7K (+$68.1K)
Filed 2026-10-13
Ridgepath Capital Management LLC
NEW
Shares2,679
Change+2,679
Value$557.3K
Filed 2026-10-29
W.H. Cornerstone Investments Inc.
NEW
Shares2,677
Change+2,677
Value$557.0K
Filed 2026-11-03
XXI Wealth, LLC
INCREASED
Shares2,675 from 2,403
Change+272 (+11%)
Value$556.5K (+$45.2K)
Filed 2026-10-22
Blue Zone Wealth Advisors, LLC
INCREASED
Shares2,675 from 2,650
Change+25 (+1%)
Value$556.5K (-$7.4K)
Filed 2026-10-19
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares2,664 from 17,712
Change-15,048 (-85%)
Value$554.2K (-$3.2M)
Filed 2026-10-16
Forza Wealth Management, LLC
INCREASED
Shares2,662 from 2,594
Change+68 (+3%)
Value$553.7K (+$1.8K)
Filed 2026-10-20
Rolek Wealth Management LLC
INCREASED
Shares2,653 from 2,650
Change+3 (+0%)
Value$551.9K (-$12.0K)
Filed 2026-10-21
Advanced Asset Management Advisors Inc
UNCHANGED
Shares2,606 from 2,606
Change0 (0%)
Value$542.2K (-$12.4K)
Filed 2026-10-20
Maseco LLP
INCREASED
Shares2,599 from 2,389
Change+210 (+9%)
Value$540.6K (+$32.3K)
Filed 2026-10-27
Galvin, Gaustad & Stein, LLC
INCREASED
Shares2,593 from 2,548
Change+45 (+2%)
Value$539.4K (-$2.6K)
Filed 2026-10-08
Baxter Bros Inc
INCREASED
Shares2,592 from 2,553
Change+39 (+2%)
Value$539.2K (-$4.0K)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
DECREASED
Shares2,587 from 2,609
Change-22 (-1%)
Value$538.2K (-$16.9K)
Filed 2026-10-26
Claro Advisors Inc.
DECREASED
Shares2,570 from 2,623
Change-53 (-2%)
Value$534.7K (-$23.5K)
Filed 2026-11-02
Tran Capital Management, L.P.
UNCHANGED
Shares2,560 from 2,560
Change0 (0%)
Value$532.5K (-$12.2K)
Filed 2026-10-19
Eagle Harbor Asset Management Inc
NEW
Shares2,556
Change+2,556
Value$531.7K
Filed 2026-10-21
Wealth Alliance Advisory Group, LLC
INCREASED
Shares2,551 from 2,374
Change+177 (+7%)
Value$530.8K (+$25.6K)
Filed 2026-10-14
Beaumont Financial Advisors, LLC
INCREASED
Shares2,535 from 1,981
Change+554 (+28%)
Value$527.4K (+$105.9K)
Filed 2026-10-22
Able Financial Group, LLC
UNCHANGED
Shares2,523 from 2,523
Change0 (0%)
Value$524.8K (-$12.0K)
Filed 2026-10-14
Evolution Wealth Management Inc.
INCREASED
Shares2,521 from 1,799
Change+722 (+40%)
Value$524.5K (+$141.8K)
Filed 2026-10-28
Searle & Co.
UNCHANGED
Shares2,509 from 2,509
Change0 (0%)
Value$521.9K (-$11.9K)
Filed 2026-11-04
Mission Financial Group, LLC
INCREASED
Shares2,506 from 2,497
Change+9 (+0%)
Value$521.3K (-$10.0K)
Filed 2026-10-21
Peterson Wealth Advisors, LLC
INCREASED
Shares2,493 from 2,486
Change+7 (+0%)
Value$518.5K (-$10.4K)
Filed 2026-10-08
Founders Capital Management
INCREASED
Shares2,465 from 2,464
Change+1 (+0%)
Value$512.8K (-$11.4K)
Filed 2026-10-13
Sage Capital Advisors,llc
INCREASED
Shares2,461 from 2,413
Change+48 (+2%)
Value$512.0K (-$1.4K)
Filed 2026-10-13
Infinity Wealth Counsel, LLC
DECREASED
Shares2,450 from 2,470
Change-20 (-1%)
Value$509.6K (-$15.9K)
Filed 2026-10-15
Asset Advisory Group, Inc.
DECREASED
Shares2,450 from 2,462
Change-12 (0%)
Value$509.6K (-$14.1K)
Filed 2026-10-20
Sage Mountain Advisors LLC
INCREASED
Shares2,444 from 2,394
Change+50 (+2%)
Value$508.4K (-$970)
Filed 2026-11-02
Partners Wealth Management, LLC
NEW
Shares2,441
Change+2,441
Value$507.7K
Filed 2026-10-28
LJI Wealth Management, LLC
DECREASED
Shares2,441 from 3,909
Change-1,468 (-38%)
Value$507.7K (-$324.1K)
Filed 2026-10-28
Colonial River Investments, LLC
UNCHANGED
Shares2,439 from 2,439
Change0 (0%)
Value$507.4K (-$11.6K)
Filed 2026-10-19
Algorithmic Investment Models, LLC
INCREASED
Shares2,429 from 2,357
Change+72 (+3%)
Value$505.3K (+$3.8K)
Filed 2026-11-04
Merrion Investment Management Co, LLC
INCREASED
Shares2,420 from 2,175
Change+245 (+11%)
Value$503.4K (+$40.6K)
Filed 2026-10-16
Midwest Financial Group LLC
INCREASED
Shares2,416 from 2,245
Change+171 (+8%)
Value$502.7K (+$25.1K)
Filed 2026-10-15
Wespac Advisors, LLC
DECREASED
Shares2,400 from 37,084
Change-34,684 (-94%)
Value$499.2K (-$7.4M)
Filed 2026-10-26
First Growth Capital LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$499.2K (-$11.4K)
Filed 2026-10-15
Planning Strategies Inc.
INCREASED
Shares2,390 from 1,486
Change+904 (+61%)
Value$497.2K (+$181.0K)
Filed 2026-10-02
Mustard Seed Financial, LLC
UNCHANGED
Shares2,380 from 2,380
Change0 (0%)
Value$495.1K (-$11.3K)
Filed 2026-10-30
Guardian Partners Inc.
INCREASED
Shares2,379 from 734
Change+1,645 (+224%)
Value$494.9K (+$338.7K)
Filed 2026-10-21
Accel Wealth Management
DECREASED
Shares2,362 from 2,407
Change-45 (-2%)
Value$491.3K (-$20.8K)
Filed 2026-10-13
Granite Group Advisors, LLC
DECREASED
Shares2,356 from 2,548
Change-192 (-8%)
Value$490.1K (-$52.1K)
Filed 2026-10-14
Beutel, Goodman & Co Ltd.
NEW
Shares2,350
Change+2,350
Value$488.0K
Filed 2026-11-04
Capstone Wealth Management Group, Inc.
INCREASED
Shares2,336 from 2,044
Change+292 (+14%)
Value$486.0K (+$51.1K)
Filed 2026-10-19
Summit Place Financial Advisors, LLC
INCREASED
Shares2,326 from 1,776
Change+550 (+31%)
Value$483.9K (+$106.0K)
Filed 2026-10-23
Fragasso Financial Advisors Inc
DECREASED
Shares2,318 from 2,381
Change-63 (-3%)
Value$493.8K (-$12.8K)
Filed 2026-10-13
Colton Groome Financial Advisors, LLC
DECREASED
Shares2,302 from 2,499
Change-197 (-8%)
Value$478.9K (-$52.9K)
Filed 2026-10-06
Integris Wealth Management, LLC
UNCHANGED
Shares2,291 from 2,291
Change0 (0%)
Value$476.6K (-$10.9K)
Filed 2026-10-14
Capital Investment Counsel, Inc
INCREASED
Shares2,290 from 2,257
Change+33 (+1%)
Value$476.4K (-$3.9K)
Filed 2026-10-20
Asio Capital, LLC
DECREASED
Shares2,286 from 2,336
Change-50 (-2%)
Value$475.5K (-$21.5K)
Filed 2026-10-19
Sunbeam Capital Management, LLC
INCREASED
Shares2,280 from 1,777
Change+503 (+28%)
Value$474.3K (+$96.2K)
Filed 2026-11-05
Traphagen Investment Advisors LLC
INCREASED
Shares2,275 from 1,528
Change+747 (+49%)
Value$473.2K (+$148.1K)
Filed 2026-10-14
tru Independence LLC
INCREASED
Shares2,244 from 2,206
Change+38 (+2%)
Value$466.9K (-$2.4K)
Filed 2026-10-20
Old Port Advisors
DECREASED
Shares2,234 from 2,471
Change-237 (-10%)
Value$464.7K (-$61.0K)
Filed 2026-10-23
First Community Trust NA
NEW
Shares2,228
Change+2,228
Value$463.5K
Filed 2026-10-07
Fortitude Family Office, LLC
UNCHANGED
Shares2,221 from 2,221
Change0 (0%)
Value$462.0K (-$10.6K)
Filed 2026-10-14
Greenwood Capital Associates LLC
DECREASED
Shares2,218 from 3,374
Change-1,156 (-34%)
Value$461.4K (-$256.5K)
Filed 2026-10-27
Gryphon Financial Partners LLC
INCREASED
Shares2,203 from 2,107
Change+96 (+5%)
Value$458.2K (+$9.8K)
Filed 2026-11-04
Longview Financial Advisors, Inc.
DECREASED
Shares2,200 from 2,248
Change-48 (-2%)
Value$457.7K (-$20.5K)
Filed 2026-10-09
Burney Co/
INCREASED
Shares2,198 from 2,004
Change+194 (+10%)
Value$457.2K (+$30.8K)
Filed 2026-10-15
ARS Wealth Advisors Group, LLC
INCREASED
Shares2,193 from 1,445
Change+748 (+52%)
Value$456.2K (+$148.7K)
Filed 2026-10-16
Cypress Capital, LLC
DECREASED
Shares2,192 from 2,356
Change-164 (-7%)
Value$456.0K (-$45.3K)
Filed 2026-10-20
Avantax Planning Partners, Inc.
INCREASED
Shares2,192 from 2,074
Change+118 (+6%)
Value$456.0K (+$14.7K)
Filed 2026-11-03
Rockport Wealth LLC
UNCHANGED
Shares2,191 from 2,191
Change0 (0%)
Value$455.8K (-$10.4K)
Filed 2026-11-03
Endeavor Private Wealth, Inc.
DECREASED
Shares2,188 from 3,108
Change-920 (-30%)
Value$455.1K (-$206.1K)
Filed 2026-11-05
Coquina Private Wealth LLC
INCREASED
Shares2,188 from 2,052
Change+136 (+7%)
Value$455.0K (+$18.4K)
Filed 2026-10-27
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares2,188 from 2,188
Change0 (0%)
Value$455.1K (-$10.4K)
Filed 2026-10-16
Smith Thornton Advisors LLC
UNCHANGED
Shares2,188 from 2,188
Change0 (0%)
Value$455.1K (-$13.6K)
Filed 2026-10-16
Indiana Trust & Investment Management Co
UNCHANGED
Shares2,172 from 2,172
Change0 (0%)
Value$451.8K (-$10.3K)
Filed 2026-10-22
Peirce Capital Management, LLC
DECREASED
Shares2,169 from 2,310
Change-141 (-6%)
Value$451.1K (-$40.3K)
Filed 2026-10-19
Capitol Family Office, Inc.
UNCHANGED
Shares2,169 from 2,169
Change0 (0%)
Value$451.2K (-$10.3K)
Filed 2026-10-13
Adamsbrown Wealth Consultants LLC
DECREASED
Shares2,163 from 2,178
Change-15 (-1%)
Value$449.9K (-$13.6K)
Filed 2026-10-20
Greenfield Savings Bank
DECREASED
Shares2,160 from 2,260
Change-100 (-4%)
Value$449.3K (-$31.5K)
Filed 2026-10-07
Schulz Wealth, Ltd.
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$445.2K (-$10.2K)
Filed 2026-11-03
BCS Wealth Management
UNCHANGED
Shares2,131 from 2,131
Change0 (0%)
Value$443.3K (-$10.1K)
Filed 2026-11-03
WPG Advisers, LLC
DECREASED
Shares2,130 from 2,260
Change-130 (-6%)
Value$443.1K (-$37.8K)
Filed 2026-10-27
Guardian Financial Partners, LLC
UNCHANGED
Shares2,127 from 2,127
Change0 (0%)
Value$442.5K (-$10.1K)
Filed 2026-11-04
Cottage Street Advisors LLC
DECREASED
Shares2,123 from 2,178
Change-55 (-3%)
Value$441.6K (-$21.9K)
Filed 2026-10-19
Total Wealth Planning & Management, Inc.
INCREASED
Shares2,118 from 2,102
Change+16 (+1%)
Value$440.6K (-$6.7K)
Filed 2026-10-23
Wilkerson Advisory Group LLC
DECREASED
Shares2,117 from 2,130
Change-13 (-1%)
Value$440.4K (-$12.8K)
Filed 2026-10-20
Gibbs Wealth Management
DECREASED
Shares2,116 from 2,203
Change-87 (-4%)
Value$440.2K (-$28.5K)
Filed 2026-10-22
Traynor Capital Management, Inc.
INCREASED
Shares2,104 from 1,688
Change+416 (+25%)
Value$437.6K (+$78.5K)
Filed 2026-10-29
Welch & Forbes LLC
DECREASED
Shares2,083 from 2,088
Change-5 (0%)
Value$433.3K (-$11.0K)
Filed 2026-11-04
Bank of New Hampshire
UNCHANGED
Shares2,066 from 2,066
Change0 (0%)
Value$429.8K (-$9.8K)
Filed 2026-10-06
Stokes Capital Advisors, LLC
INCREASED
Shares2,064 from 2,056
Change+8 (+0%)
Value$429.3K (-$8.1K)
Filed 2026-10-09
Appleton Partners Inc
INCREASED
Shares2,051 from 1,946
Change+105 (+5%)
Value$427.0K (+$13.0K)
Filed 2026-10-30
Kathmere Capital Management, LLC
UNCHANGED
Shares2,047 from 2,047
Change0 (0%)
Value$425.8K (-$9.7K)
Filed 2026-10-20
Mycio Wealth Partners, LLC
DECREASED
Shares2,020 from 6,290
Change-4,270 (-68%)
Value$420.3K (-$918.1K)
Filed 2026-11-04
Verity & Verity, LLC
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$420.3K (-$9.6K)
Filed 2026-10-23
MCF Advisors LLC
INCREASED
Shares2,019 from 1,968
Change+51 (+3%)
Value$420.0K (+$1.3K)
Filed 2026-10-28
Boston Standard Wealth Management, LLC
INCREASED
Shares2,018 from 2,012
Change+6 (+0%)
Value$419.8K (-$11.3K)
Filed 2026-10-07
JB Capital LLC
INCREASED
Shares2,007 from 2,004
Change+3 (+0%)
Value$417.6K (-$8.8K)
Filed 2026-10-19
Archer Investment Management, LLC
DECREASED
Shares2,001 from 2,237
Change-236 (-11%)
Value$416.2K (-$59.7K)
Filed 2026-10-13
SmartHarvest Portfolios, LLC
UNCHANGED
Shares1,997 from 1,997
Change0 (0%)
Value$415.4K (-$9.5K)
Filed 2026-10-26
Northwest Wealth Management, LLC
INCREASED
Shares1,996 from 1,995
Change+1 (+0%)
Value$415.2K (-$9.2K)
Filed 2026-10-30
Pekin Hardy Strauss, Inc.
INCREASED
Shares1,987 from 1,381
Change+606 (+44%)
Value$413.3K (+$119.5K)
Filed 2026-11-02
Stackstone Wealth, LLC
NEW
Shares1,981
Change+1,981
Value$412.1K
Filed 2026-10-19
Elevatus Welath Management
INCREASED
Shares1,966 from 1,964
Change+2 (+0%)
Value$408.9K (-$8.9K)
Filed 2026-10-19
R. W. Roge & Company, Inc.
UNCHANGED
Shares1,964 from 1,964
Change0 (0%)
Value$409.0K (-$8.0K)
Filed 2026-11-04
Ameliora Wealth Management Ltd.
UNCHANGED
Shares1,960 from 1,960
Change0 (0%)
Value$407.7K (-$9.3K)
Filed 2026-10-23
Johnson Financial Group, LLC
DECREASED
Shares1,957 from 6,205
Change-4,248 (-68%)
Value$407.1K (-$913.1K)
Filed 2026-11-03
Strategic Blueprint, LLC
INCREASED
Shares1,948 from 1,874
Change+74 (+4%)
Value$405.2K (+$6.4K)
Filed 2026-10-22
Purus Wealth Management, LLC
INCREASED
Shares1,943 from 1,855
Change+88 (+5%)
Value$404.2K (+$9.5K)
Filed 2026-10-15
Eddie Patel Inc
NEW
Shares1,942
Change+1,942
Value$404.0K
Filed 2026-11-02
Provident Investment Management, Inc.
DECREASED
Shares1,935 from 4,365
Change-2,430 (-56%)
Value$402.5K (-$526.2K)
Filed 2026-10-23
Alamar Capital Management, LLC
INCREASED
Shares1,924 from 1,637
Change+287 (+18%)
Value$400.2K (+$51.9K)
Filed 2026-11-02
Howard Bailey Securities, LLC
INCREASED
Shares1,919 from 1,747
Change+172 (+10%)
Value$399.1K (+$27.5K)
Filed 2026-10-27
Stone House Investment Management, LLC
INCREASED
Shares1,919 from 1,912
Change+7 (+0%)
Value$399.1K (-$7.8K)
Filed 2026-10-23
Cresta Advisors, Ltd.
INCREASED
Shares1,916 from 1,726
Change+190 (+11%)
Value$398.6K (+$31.3K)
Filed 2026-10-14
AWM Capital, LLC
INCREASED
Shares1,909 from 1,868
Change+41 (+2%)
Value$397.1K (-$340)
Filed 2026-10-16
Nova Financial LLC
NEW
Shares1,894
Change+1,894
Value$394.1K
Filed 2026-11-04
Capital Advantage, Inc.
UNCHANGED
Shares1,889 from 1,889
Change0 (0%)
Value$393.0K (-$9.0K)
Filed 2026-10-14
Secure Asset Management, LLC
INCREASED
Shares1,888 from 1,551
Change+337 (+22%)
Value$392.8K (+$62.9K)
Filed 2026-10-19
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,878 from 1,878
Change0 (0%)
Value$390.7K (-$8.9K)
Filed 2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares1,868 from 1,898
Change-30 (-2%)
Value$388.6K (-$15.3K)
Filed 2026-10-15
Hunter Associates Investment Management LLC
INCREASED
Shares1,852 from 1,772
Change+80 (+5%)
Value$385.0K (+$8.0K)
Filed 2026-10-26
Cordatus Wealth Management LLC
INCREASED
Shares1,850 from 1,125
Change+725 (+64%)
Value$384.8K (+$145.5K)
Filed 2026-10-19
BXM Wealth LLC
INCREASED
Shares1,842 from 1,107
Change+735 (+66%)
Value$383.2K (+$147.6K)
Filed 2026-11-03
Paragon Capital Management Ltd
INCREASED
Shares1,841 from 1,627
Change+214 (+13%)
Value$383.0K (+$36.7K)
Filed 2026-10-09
Stableford Capital II LLC
DECREASED
Shares1,835 from 2,074
Change-239 (-12%)
Value$381.7K (-$59.6K)
Filed 2026-10-09
Avaii Wealth Management, LLC
INCREASED
Shares1,826 from 1,750
Change+76 (+4%)
Value$383.0K (+$10.7K)
Filed 2026-10-09
Victory Financial Group, LLC
DECREASED
Shares1,816 from 1,841
Change-25 (-1%)
Value$377.8K (-$13.8K)
Filed 2026-10-27
GW Henssler & Associates LTD
UNCHANGED
Shares1,808 from 1,808
Change0 (0%)
Value$376.1K (-$8.6K)
Filed 2026-10-26
Westbourne Investment Advisors, Inc.
INCREASED
Shares1,800 from 1,793
Change+7 (+0%)
Value$374.4K (-$7.1K)
Filed 2026-10-20
Harbour Capital Advisors, LLC
UNCHANGED
Shares1,792 from 1,792
Change0 (0%)
Value$372.8K (-$11.3K)
Filed 2026-10-13
Emergent Wealth Advisors, LLC
INCREASED
Shares1,790 from 1,789
Change+1 (+0%)
Value$372.4K (-$8.3K)
Filed 2026-10-09
Marathon Capital Management
INCREASED
Shares1,786 from 1,056
Change+730 (+69%)
Value$371.5K (+$146.8K)
Filed 2026-10-23
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED
Shares1,786 from 1,786
Change0 (0%)
Value$371.5K (-$8.5K)
Filed 2026-10-26
Woodward Financial Advisors, Inc.
UNCHANGED
Shares1,771 from 1,771
Change0 (0%)
Value$368.4K (-$8.4K)
Filed 2026-10-19
NBT Bank, N.A.
DECREASED
Shares1,766 from 1,949
Change-183 (-9%)
Value$367.4K (-$47.3K)
Filed 2026-10-21
Essential Planning, Llc.
UNCHANGED
Shares1,765 from 1,765
Change0 (0%)
Value$367.2K (-$8.4K)
Filed 2026-10-21
Shulman DeMeo Asset Management LLC
NEW
Shares1,751
Change+1,751
Value$369.7K
Filed 2026-10-09
Kirr Marbach & Co LLC
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$364.0K (-$8.3K)
Filed 2026-10-20
SC&H Financial Advisors, Inc.
UNCHANGED
Shares1,749 from 1,749
Change0 (0%)
Value$363.8K (-$8.3K)
Filed 2026-10-14
Unify Financial Advisors
INCREASED
Shares1,748 from 1,435
Change+313 (+22%)
Value$363.6K (+$58.3K)
Filed 2026-11-03
Premier Path Wealth Partners, LLC
NEW
Shares1,736
Change+1,736
Value$361.1K
Filed 2026-10-16
Rose Capital Advisors LLC
DECREASED
Shares1,727 from 1,728
Change-1 (0%)
Value$359.4K (-$8.2K)
Filed 2026-11-04
Carlson Financial, Inc.
INCREASED
Shares1,723 from 1,596
Change+127 (+8%)
Value$358.3K (+$18.2K)
Filed 2026-11-05
Cannon Financial Strategists, Inc.
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$357.9K (-$8.2K)
Filed 2026-10-19
Keeler Thomas Management LLC
NEW
Shares1,712
Change+1,712
Value$356.1K
Filed 2026-10-29
William John Sempolinski
UNCHANGED
Shares1,704 from 1,704
Change0 (0%)
Value$354.5K (-$8.1K)
Filed 2026-10-20
Clark Asset Management, LLC
INCREASED
Shares1,694 from 1,475
Change+219 (+15%)
Value$352.4K (+$38.6K)
Filed 2026-10-19
Southland Equity Partners LLC
INCREASED
Shares1,693 from 1,692
Change+1 (+0%)
Value$352.1K (-$8.0K)
Filed 2026-10-14
First County Bank
INCREASED
Shares1,692 from 1,677
Change+15 (+1%)
Value$352.0K (-$4.8K)
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares1,686 from 1,466
Change+220 (+15%)
Value$350.8K (+$38.9K)
Filed 2026-10-29
Peoples Financial Services Corp.
DECREASED
Shares1,683 from 1,688
Change-5 (0%)
Value$350.1K (-$9.1K)
Filed 2026-10-20
Briaud Financial Planning Inc
DECREASED
Shares1,676 from 1,682
Change-6 (0%)
Value$348.6K (-$9.2K)
Filed 2026-10-20
Juno Financial Group LLC
UNCHANGED
Shares1,672 from 1,672
Change0 (0%)
Value$347.8K (-$7.9K)
Filed 2026-10-27
Penbrook Management LLC
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$347.4K (-$7.9K)
Filed 2026-10-16
ARK & TLK Investments, LLC
UNCHANGED
Shares1,664 from 1,664
Change0 (0%)
Value$346.1K (-$7.9K)
Filed 2026-10-20
Cogent Strategic Wealth LLC
DECREASED
Shares1,657 from 1,661
Change-4 (0%)
Value$344.7K (-$8.7K)
Filed 2026-10-22
Old Peak Finance LLC
UNCHANGED
Shares1,653 from 1,653
Change0 (0%)
Value$343.9K (-$7.9K)
Filed 2026-11-02
Unified Investment Management
INCREASED
Shares1,641 from 1,640
Change+1 (+0%)
Value$341.3K (-$7.8K)
Filed 2026-10-14
Occidental Asset Management, LLC
DECREASED
Shares1,634 from 1,665
Change-31 (-2%)
Value$339.9K (-$14.4K)
Filed 2026-11-05
S.A. Mason LLC
INCREASED
Shares1,629 from 1,429
Change+200 (+14%)
Value$338.9K (+$34.8K)
Filed 2026-10-13
Frederick Financial Consultants, LLC
INCREASED
Shares1,625 from 1,585
Change+40 (+3%)
Value$338.1K (+$789)
Filed 2026-10-29
Ulrich Consultants & Investment Group, LLC
NEW
Shares1,623
Change+1,623
Value$337.6K
Filed 2026-10-13
Global Trust Asset Management, LLC
DECREASED
Shares1,620 from 1,930
Change-310 (-16%)
Value$337.0K (-$73.7K)
Filed 2026-10-19
Warwick Investment Management, Inc.
DECREASED
Shares1,611 from 1,672
Change-61 (-4%)
Value$335.1K (-$20.6K)
Filed 2026-10-19
Stirlingshire Investments, Inc.
NEW
Shares1,605
Change+1,605
Value$333.9K
Filed 2026-11-05
WealthCare Investment Partners, LLC
INCREASED
Shares1,603 from 1,232
Change+371 (+30%)
Value$333.6K (+$71.3K)
Filed 2026-11-05
Stonehaven Wealth & TAX Solutions, LLC
NEW
Shares1,601
Change+1,601
Value$333.0K
Filed 2026-10-22
Cooper Financial Group
INCREASED
Shares1,600 from 1,321
Change+279 (+21%)
Value$332.8K (+$51.8K)
Filed 2026-10-07
Consolidated Capital Management, LLC
UNCHANGED
Shares1,596 from 1,596
Change0 (0%)
Value$332.0K (-$7.6K)
Filed 2026-10-13
SkyOak Wealth, LLC
UNCHANGED
Shares1,591 from 1,591
Change0 (0%)
Value$331.1K (-$7.6K)
Filed 2026-10-28
Elevated Capital Advisors, LLC
DECREASED
Shares1,587 from 1,604
Change-17 (-1%)
Value$330.1K (-$11.2K)
Filed 2026-11-04
Beacon Financial Group
NEW
Shares1,578
Change+1,578
Value$328.2K
Filed 2026-10-19
Millennium Capital Advisors, LLC
INCREASED
Shares1,572 from 1,557
Change+15 (+1%)
Value$327.0K (-$4.5K)
Filed 2026-10-16
Flynn Zito Capital Management, LLC
DECREASED
Shares1,570 from 1,584
Change-14 (-1%)
Value$326.7K (-$10.4K)
Filed 2026-11-04
Gimbal Financial
INCREASED
Shares1,561 from 1,521
Change+40 (+3%)
Value$324.8K (+$1.1K)
Filed 2026-10-19
4J Wealth Management LLC
UNCHANGED
Shares1,545 from 1,545
Change0 (0%)
Value$321.4K (-$7.3K)
Filed 2026-11-02
Capital Wealth Alliance, LLC
UNCHANGED
Shares1,541 from 1,541
Change0 (0%)
Value$321.1K (-$6.9K)
Filed 2026-10-20
Castle Rock Wealth Management, LLC
INCREASED
Shares1,540 from 1,537
Change+3 (+0%)
Value$327.0K (-$1.0K)
Filed 2026-10-09
Summa Corp.
UNCHANGED
Shares1,536 from 1,536
Change0 (0%)
Value$319.5K (-$7.3K)
Filed 2026-10-30
GreatBanc Trust Co
DECREASED
Shares1,524 from 1,635
Change-111 (-7%)
Value$317.0K (-$30.9K)
Filed 2026-11-04
Inspirion Wealth Advisors, LLC
NEW
Shares1,523
Change+1,523
Value$316.8K
Filed 2026-10-09
One Way Holdings LLC
INCREASED
Shares1,523 from 1,452
Change+71 (+5%)
Value$316.8K (+$7.9K)
Filed 2026-10-29
Clear Retirement Advice LLC
UNCHANGED
Shares1,519 from 1,519
Change0 (0%)
Value$316.0K (-$7.2K)
Filed 2026-10-22
Andina Capital Management, LLC
INCREASED
Shares1,518 from 1,292
Change+226 (+17%)
Value$315.8K (+$40.9K)
Filed 2026-10-21
Monument Group Wealth Advisors, LLC
DECREASED
Shares1,517 from 1,867
Change-350 (-19%)
Value$315.7K (-$57.8K)
Filed 2026-10-21
Dutch Asset Corp
UNCHANGED
Shares1,513 from 1,513
Change0 (0%)
Value$314.7K (-$7.2K)
Filed 2026-10-20
Gables Capital Management Inc.
NEW
Shares1,510
Change+1,510
Value$314.1K
Filed 2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED
Shares1,502 from 2,059
Change-557 (-27%)
Value$312.4K (-$125.7K)
Filed 2026-10-20
Alhambra Investment Management LLC
UNCHANGED
Shares1,502 from 1,502
Change0 (0%)
Value$312.4K (-$7.1K)
Filed 2026-10-15
Hedges Asset Management LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$312.0K (-$7.1K)
Filed 2026-10-29
Baron Wealth Management LLC
DECREASED
Shares1,499 from 1,989
Change-490 (-25%)
Value$311.8K (-$111.4K)
Filed 2026-10-27
SYM Financial Corp
INCREASED
Shares1,498 from 1,298
Change+200 (+15%)
Value$311.6K (+$35.4K)
Filed 2026-10-26
Richmond Investment Services, LLC
INCREASED
Shares1,495 from 1,481
Change+14 (+1%)
Value$311.0K (-$4.1K)
Filed 2026-10-29
Thompson Davis & Co., Inc.
UNCHANGED
Shares1,491 from 1,491
Change0 (0%)
Value$310.2K (-$7.1K)
Filed 2026-11-05
SFG Wealth Management, Llc.
INCREASED
Shares1,479 from 1,453
Change+26 (+2%)
Value$307.7K (-$1.5K)
Filed 2026-10-23
Financial Designs Corp
INCREASED
Shares1,478 from 1,455
Change+23 (+2%)
Value$307.5K (-$2.1K)
Filed 2026-10-09
Kanawha Capital Management LLC
UNCHANGED
Shares1,474 from 1,474
Change0 (0%)
Value$306.6K (-$7.0K)
Filed 2026-10-19
Revisor Wealth Management LLC
DECREASED
Shares1,466 from 1,566
Change-100 (-6%)
Value$309.6K (-$23.6K)
Filed 2026-10-20
Grey Fox Wealth Advisors, LLC
INCREASED
Shares1,463 from 1,458
Change+5 (+0%)
Value$304.4K (-$5.8K)
Filed 2026-11-03
Lodestone Wealth Management LLC
INCREASED
Shares1,450 from 1,449
Change+1 (+0%)
Value$301.6K (-$6.7K)
Filed 2026-10-14
Heritage Family Offices, LLP
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$301.6K (-$6.9K)
Filed 2026-11-02
Harbor Group, Inc.
INCREASED
Shares1,442 from 1,437
Change+5 (+0%)
Value$300.0K (-$5.7K)
Filed 2026-10-14
Adelphi Trust Co
UNCHANGED
Shares1,434 from 1,434
Change0 (0%)
Value$298.3K (-$6.8K)
Filed 2026-10-05
Clear Point Advisors Inc.
INCREASED
Shares1,433 from 1,429
Change+4 (+0%)
Value$298.1K (-$6.1K)
Filed 2026-10-30
Braun Stacey Associates Inc
DECREASED
Shares1,425 from 1,485
Change-60 (-4%)
Value$296.4K (-$19.5K)
Filed 2026-10-19
PPS&V Asset Management Consultants, Inc.
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$296.4K (-$6.8K)
Filed 2026-10-06
Main Street Group, LTD
UNCHANGED
Shares1,421 from 1,421
Change0 (0%)
Value$295.6K (-$6.8K)
Filed 2026-10-28
Signature Wealth Management Partners, LLC
NEW
Shares1,420
Change+1,420
Value$295.4K
Filed 2026-10-21
Maia Wealth LLC
DECREASED
Shares1,411 from 2,032
Change-621 (-31%)
Value$293.5K (-$138.9K)
Filed 2026-10-19
Virtue Asset Management LLC
INCREASED
Shares1,411 from 1,384
Change+27 (+2%)
Value$293.5K (-$958)
Filed 2026-10-21
Wisconsin Wealth Advisors, LLC
INCREASED
Shares1,404 from 1,359
Change+45 (+3%)
Value$292.1K (+$2.9K)
Filed 2026-10-08
Reynders McVeigh Capital Management, LLC
INCREASED
Shares1,398 from 1,395
Change+3 (+0%)
Value$290.8K (-$6.2K)
Filed 2026-10-30
Capital Squared Financial LLC
INCREASED
Shares1,395 from 1,371
Change+24 (+2%)
Value$290.2K (-$1.5K)
Filed 2026-10-30
BLB&B Advisors, LLC
INCREASED
Shares1,391 from 1,166
Change+225 (+19%)
Value$289.4K (+$41.3K)
Filed 2026-10-27
JIM Saulnier & Associates, LLC
INCREASED
Shares1,381 from 1,376
Change+5 (+0%)
Value$287.3K (-$5.5K)
Filed 2026-11-04
Goldenstone Wealth Management LLC
DECREASED
Shares1,379 from 1,430
Change-51 (-4%)
Value$286.8K (-$17.6K)
Filed 2026-11-04
LightSquare Wealth Management, LLC
INCREASED
Shares1,378 from 1,376
Change+2 (+0%)
Value$286.7K (-$6.2K)
Filed 2026-11-03
Abel Hall, LLC
DECREASED
Shares1,371 from 1,416
Change-45 (-3%)
Value$285.2K (-$16.1K)
Filed 2026-10-19
Carota Wealth Management
NEW
Shares1,358
Change+1,358
Value$282.5K
Filed 2026-11-03
Mcrae Capital Management Inc
NEW
Shares1,357
Change+1,357
Value$282.3K
Filed 2026-10-15
Krane Financial Solutions LLC
DECREASED
Shares1,354 from 1,383
Change-29 (-2%)
Value$281.7K (-$12.6K)
Filed 2026-10-30
Peck Wealth Management, LLC
UNCHANGED
Shares1,353 from 1,353
Change0 (0%)
Value$281.4K (-$6.4K)
Filed 2026-10-29
Orser Capital Management, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$280.8K (-$6.4K)
Filed 2026-10-13
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares1,346 from 1,341
Change+5 (+0%)
Value$280.1K (-$5.3K)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,343 from 1,188
Change+155 (+13%)
Value$196.1K (+$19.0K)
Filed 2026-11-04
Everhart Financial Group, Inc.
DECREASED
Shares1,342 from 1,344
Change-2 (0%)
Value$279.2K (-$6.8K)
Filed 2026-10-08
Lloyd Advisory Services, Llc.
INCREASED
Shares1,340 from 899
Change+441 (+49%)
Value$278.8K (+$87.5K)
Filed 2026-11-02
Three Arch Wealth Management LLC
INCREASED
Shares1,339 from 1,290
Change+49 (+4%)
Value$278.5K (+$4.1K)
Filed 2026-10-20
Garde Capital, Inc.
INCREASED
Shares1,336 from 1,335
Change+1 (+0%)
Value$277.8K (-$6.3K)
Filed 2026-10-29
BNC Wealth Management, LLC
INCREASED
Shares1,333 from 1,098
Change+235 (+21%)
Value$277.3K (+$43.7K)
Filed 2026-10-19
Portside Wealth Group, LLC
INCREASED
Shares1,329 from 1,174
Change+155 (+13%)
Value$276.5K (+$26.7K)
Filed 2026-10-20
TFC Financial Management, Inc.
INCREASED
Shares1,329 from 1,324
Change+5 (+0%)
Value$276.5K (-$5.2K)
Filed 2026-10-26
Waterway Wealth Management, LLC
DECREASED
Shares1,324 from 1,541
Change-217 (-14%)
Value$275.4K (-$52.5K)
Filed 2026-10-28
Fogel Capital Management, Inc.
UNCHANGED
Shares1,319 from 1,319
Change0 (0%)
Value$274.4K (-$6.3K)
Filed 2026-11-04
Cascade Investment Advisors, Inc.
UNCHANGED
Shares1,314 from 1,314
Change0 (0%)
Value$273.4K (-$6.2K)
Filed 2026-11-02
Archvest Wealth Advisors, Inc.
UNCHANGED
Shares1,312 from 1,312
Change0 (0%)
Value$272.9K (-$6.2K)
Filed 2026-10-29
Advisory Solutions Group, LLC
NEW
Shares1,310
Change+1,310
Value$272.6K
Filed 2026-10-14
Rockwood Wealth Management, LLC
INCREASED
Shares1,303 from 1,018
Change+285 (+28%)
Value$271.1K (+$54.5K)
Filed 2026-10-27
Vertrix Wealth Management, LLC
INCREASED
Shares1,303 from 1,273
Change+30 (+2%)
Value$271.1K (+$194)
Filed 2026-10-13
HBW Advisory Services LLC
INCREASED
Shares1,303 from 1,289
Change+14 (+1%)
Value$271.0K (-$3.3K)
Filed 2026-10-15
Sylvest Advisors, LLC
INCREASED
Shares1,303 from 1,298
Change+5 (+0%)
Value$271.1K (-$5.1K)
Filed 2026-10-26
BlueSky Wealth Advisors, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$270.4K (-$6.2K)
Filed 2026-10-29
Angeles Wealth Management, LLC
NEW
Shares1,295
Change+1,295
Value$269.4K
Filed 2026-10-26
Dagco, Inc.
INCREASED
Shares1,292 from 1,001
Change+291 (+29%)
Value$268.8K (+$55.8K)
Filed 2026-10-20
JSF Financial, LLC
INCREASED
Shares1,286 from 1,234
Change+52 (+4%)
Value$267.4K (+$5.0K)
Filed 2026-10-22
Ascent Group, LLC
UNCHANGED
Shares1,281 from 1,281
Change0 (0%)
Value$266.5K (-$6.1K)
Filed 2026-10-30
Compass Financial Services Inc
INCREASED
Shares1,271 from 1,269
Change+2 (+0%)
Value$264.6K (-$5.5K)
Filed 2026-11-06
Hardworking Capital Advisors, LLC
NEW
Shares1,268
Change+1,268
Value$263.8K
Filed 2026-10-20
Grey Ledge Advisors, LLC
INCREASED
Shares1,266 from 1,249
Change+17 (+1%)
Value$263.4K (-$2.4K)
Filed 2026-11-02
IFC & Insurance Marketing, Inc.
UNCHANGED
Shares1,256 from 1,256
Change0 (0%)
Value$261.3K (-$6.0K)
Filed 2026-10-16
Capital Investment Counsel, LLC
UNCHANGED
Shares1,254 from 1,254
Change0 (0%)
Value$260.8K (-$6.0K)
Filed 2026-10-14
Raleigh Capital Management Inc.
INCREASED
Shares1,253 from 697
Change+556 (+80%)
Value$260.6K (+$112.2K)
Filed 2026-10-28
Mattern Wealth Management LLC
UNCHANGED
Shares1,244 from 1,244
Change0 (0%)
Value$258.8K (-$5.9K)
Filed 2026-11-04
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$257.9K (-$5.9K)
Filed 2026-10-13
Equity Wealth Partners, LLC
DECREASED
Shares1,236 from 1,311
Change-75 (-6%)
Value$257.0K (-$21.9K)
Filed 2026-10-26
HWG Holdings LP
NEW
Shares1,231
Change+1,231
Value$256.1K
Filed 2026-10-08
Gallacher Capital Management LLC
INCREASED
Shares1,230 from 1,016
Change+214 (+21%)
Value$255.8K (+$39.7K)
Filed 2026-10-30
Henderson Brothers Financial Partners, LLC
UNCHANGED
Shares1,214 from 1,214
Change0 (0%)
Value$252.5K (-$5.8K)
Filed 2026-11-03
Tctc Holdings, LLC
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$251.7K (-$5.7K)
Filed 2026-11-02
Centerpoint Advisors, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$250.0K (-$5.0K)
Filed 2026-11-05
NBH Bank
INCREASED
Shares1,199 from 526
Change+673 (+128%)
Value$249.4K (+$137.5K)
Filed 2026-11-05
Guidance Point Advisors, LLC
INCREASED
Shares1,195 from 1,150
Change+45 (+4%)
Value$248.6K (+$3.9K)
Filed 2026-10-15
XML Financial, LLC
DECREASED
Shares1,189 from 1,221
Change-32 (-3%)
Value$247.3K (-$12.5K)
Filed 2026-10-29
Stewardship Advisors, LLC
NEW
Shares1,170
Change+1,170
Value$243.4K
Filed 2026-10-20
Princeton Global Asset Management LLC
DECREASED
Shares1,170 from 1,293
Change-123 (-10%)
Value$243.3K (-$31.7K)
Filed 2026-10-21
Cap Partners, LLC
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$243.4K (-$5.5K)
Filed 2026-10-19
Legacy Capital Wealth Partners, LLC
INCREASED
Shares1,169 from 1,034
Change+135 (+13%)
Value$243.1K (+$23.0K)
Filed 2026-10-21
Leslie Global Wealth, LLC
NEW
Shares1,167
Change+1,167
Value$242.7K
Filed 2026-10-26
Arch Global Advisors, LLC
UNCHANGED
Shares1,164 from 1,164
Change0 (0%)
Value$242.1K (-$5.5K)
Filed 2026-10-23
Leo Wealth, LLC
NEW
Shares1,160
Change+1,160
Value$241.3K
Filed 2026-10-26
Hudson Edge Investment Partners Inc.
UNCHANGED
Shares1,153 from 1,153
Change0 (0%)
Value$239.8K (-$5.5K)
Filed 2026-10-28
Matrix Asset Advisors Inc
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$239.2K (-$5.5K)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,147 from 355
Change+792 (+223%)
Value$240.5K (+$164.4K)
Filed 2026-11-04
Mcdonald Capital Investors Inc
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$238.2K (-$5.4K)
Filed 2026-10-27
Tortoise Investment Management, LLC
DECREASED
Shares1,140 from 1,294
Change-154 (-12%)
Value$237.1K (-$38.2K)
Filed 2026-11-06
ARQ Wealth Advisors, LLC
UNCHANGED
Shares1,139 from 1,139
Change0 (0%)
Value$237.0K (-$5.3K)
Filed 2026-10-29
Curated Wealth Partners LLC
NEW
Shares1,137
Change+1,137
Value$236.4K
Filed 2026-10-15
Alliance Private Wealth, LLC
INCREASED
Shares1,125 from 1,064
Change+61 (+6%)
Value$234.0K (+$7.6K)
Filed 2026-10-20
Hudson Capital Management LLC
INCREASED
Shares1,120 from 1,020
Change+100 (+10%)
Value$233.0K (+$16.0K)
Filed 2026-10-20
Townsend & Associates, Inc
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$239.8K (+$1.9K)
Filed 2026-10-23
Trace Wealth Advisors, LLC
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$233.0K (-$5.3K)
Filed 2026-10-30
Novem Group
UNCHANGED
Shares1,111 from 1,111
Change0 (0%)
Value$231.1K (-$5.2K)
Filed 2026-10-19
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares1,107 from 1,107
Change0 (0%)
Value$230.3K (-$5.3K)
Filed 2026-11-03
Nikulski Financial, Inc.
DECREASED
Shares1,100 from 1,350
Change-250 (-19%)
Value$228.8K (-$58.4K)
Filed 2026-11-06
Spectrum Financial Alliance Ltd LLC
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$227.6K (-$5.2K)
Filed 2026-10-29
RAM Investment Partners, LLC
INCREASED
Shares1,088 from 1,059
Change+29 (+3%)
Value$226.3K (+$1.0K)
Filed 2026-10-21
Stonebridge Financial Group, LLC
INCREASED
Shares1,087 from 951
Change+136 (+14%)
Value$226.2K (+$23.9K)
Filed 2026-10-01
CWA Asset Management Group, LLC
DECREASED
Shares1,084 from 1,925
Change-841 (-44%)
Value$225.6K (-$184.1K)
Filed 2026-10-19
Columbia Bank
NEW
Shares1,079
Change+1,079
Value$224.5K
Filed 2026-10-29
HCR Wealth Advisors
UNCHANGED
Shares1,076 from 1,076
Change0 (0%)
Value$224.0K (-$5.0K)
Filed 2026-10-15
SeaCrest Wealth Management, LLC
DECREASED
Shares1,072 from 1,079
Change-7 (-1%)
Value$223.0K (-$6.6K)
Filed 2026-10-21
Compass Ion Advisors, LLC
NEW
Shares1,068
Change+1,068
Value$222.2K
Filed 2026-10-23
Acorn Financial Advisory Services Inc
NEW
Shares1,064
Change+1,064
Value$221.3K
Filed 2026-11-02
Embree Financial Group
DECREASED
Shares1,062 from 1,775
Change-713 (-40%)
Value$220.9K (-$156.6K)
Filed 2026-10-22
Private Management Group Inc
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$220.9K (-$5.0K)
Filed 2026-11-04
Shaker Investments LLC
DECREASED
Shares1,061 from 1,446
Change-385 (-27%)
Value$220.7K (-$86.9K)
Filed 2026-11-05
Vann Equity Management LLC
DECREASED
Shares1,056 from 1,187
Change-131 (-11%)
Value$219.7K (-$32.9K)
Filed 2026-10-08
Beacon Advisors Holdings, LLC
NEW
Shares1,052
Change+1,052
Value$218.8K
Filed 2026-10-27
Waters Parkerson & Co., LLC
NEW
Shares1,051
Change+1,051
Value$218.6K
Filed 2026-11-04
ACT Wealth Management, LLC
DECREASED
Shares1,051 from 1,267
Change-216 (-17%)
Value$218.6K (-$51.0K)
Filed 2026-10-09
Mayfair Advisory Group, LLC
DECREASED
Shares1,051 from 1,055
Change-4 (0%)
Value$218.6K (-$6.6K)
Filed 2026-10-20
Ferguson Wellman Capital Management, Inc
DECREASED
Shares1,044 from 1,064
Change-20 (-2%)
Value$217.2K (-$9.2K)
Filed 2026-10-05
Financial Security Advisor, Inc.
INCREASED
Shares1,044 from 1,041
Change+3 (+0%)
Value$217.1K (-$4.3K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,043 from 4,684
Change-3,641 (-78%)
Value$217.0K (-$780.1K)
Filed 2026-10-14
Alexander Randolph Advisory, Inc.
INCREASED
Shares1,036 from 1,019
Change+17 (+2%)
Value$215.5K (-$1.4K)
Filed 2026-11-04
TCI Wealth Advisors, Inc.
DECREASED
Shares1,035 from 1,234
Change-199 (-16%)
Value$215.3K (-$47.3K)
Filed 2026-10-30
Linscomb Wealth, Inc.
UNCHANGED
Shares1,034 from 1,034
Change0 (0%)
Value$215.1K (-$4.9K)
Filed 2026-11-05
Accurate Wealth Management, LLC
INCREASED
Shares1,025 from 940
Change+85 (+9%)
Value$218.7K (+$17.2K)
Filed 2026-10-20
Cove Private Wealth, LLC
UNCHANGED
Shares1,025 from 1,025
Change0 (0%)
Value$213.2K (-$4.9K)
Filed 2026-10-28
Winthrop Advisory Group LLC
NEW
Shares1,016
Change+1,016
Value$211.3K
Filed 2026-10-22
Investment Partners Asset Management, Inc.
NEW
Shares1,016
Change+1,016
Value$211.3K
Filed 2026-10-09
Lodestar Private Asset Management LLC
UNCHANGED
Shares1,016 from 1,016
Change0 (0%)
Value$211.3K (-$4.8K)
Filed 2026-10-26
Idaho Trust Co
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$211.1K (-$4.8K)
Filed 2026-11-04
Cypress Wealth Services, LLC
INCREASED
Shares1,008 from 967
Change+41 (+4%)
Value$212.2K (+$6.4K)
Filed 2026-10-21
Floyd Financial Group LLC
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$215.0K (-$152)
Filed 2026-10-28
Old Mission Investment Co LLC
DECREASED
Shares1,007 from 1,115
Change-108 (-10%)
Value$209.5K (-$27.8K)
Filed 2026-10-22
Integras Partners LLC
NEW
Shares1,006
Change+1,006
Value$209.3K
Filed 2026-10-30
TCV Trust & Wealth Management, Inc.
DECREASED
Shares1,004 from 1,036
Change-32 (-3%)
Value$209.1K (-$11.6K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares1,002
Change+1,002
Value$217
Filed 2026-11-03
Mullooly Asset Management, Inc.
INCREASED
Shares1,002 from 999
Change+3 (+0%)
Value$208.6K (-$4.0K)
Filed 2026-10-30
John G Ullman & Associates Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$208.0K (-$4.8K)
Filed 2026-11-04
Martin Capital Partners, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$208.0K (-$4.8K)
Filed 2026-10-07
Accredited Investors Inc.
UNCHANGED
Shares998 from 998
Change0 (0%)
Value$207.7K (-$4.7K)
Filed 2026-11-03
Prudent Investor Advisors, LLC
NEW
Shares997
Change+997
Value$207.4K
Filed 2026-10-22
Financial Life Advisors
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$206.6K (-$4.7K)
Filed 2026-10-14
Advisory Resource Group
INCREASED
Shares991 from 990
Change+1 (+0%)
Value$206.1K (-$4.5K)
Filed 2026-10-26
Congress Park Capital LLC
NEW
Shares990
Change+990
Value$206.0K
Filed 2026-10-13
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares989 from 997
Change-8 (-1%)
Value$205.7K (-$6.4K)
Filed 2026-10-27
Acropolis Investment Management, LLC
DECREASED
Shares984 from 1,159
Change-175 (-15%)
Value$204.6K (-$41.9K)
Filed 2026-10-08
Noesis Capital Mangement Corp
DECREASED
Shares980 from 1,255
Change-275 (-22%)
Value$203.9K (-$63.2K)
Filed 2026-10-26
Missouri Trust & Investment Co
UNCHANGED
Shares977 from 977
Change0 (0%)
Value$203.2K (-$6.8K)
Filed 2026-11-04
First Bancorp, Inc
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$202.8K (-$4.6K)
Filed 2026-10-26
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares969 from 968
Change+1 (+0%)
Value$201.5K (-$4.6K)
Filed 2026-10-16
Plan Group Financial, LLC
NEW
Shares964
Change+964
Value$208.1K
Filed 2026-10-22
Vima LLC
INCREASED
Shares954 from 952
Change+2 (+0%)
Value$198.5K (-$4.1K)
Filed 2026-10-23
Bayban
UNCHANGED
Shares895 from 895
Change0 (0%)
Value$190.4K ($0)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
DECREASED
Shares891 from 1,891
Change-1,000 (-53%)
Value$185.3K (-$217.0K)
Filed 2026-10-13
Oakworth Capital, Inc.
UNCHANGED
Shares886 from 886
Change0 (0%)
Value$184.3K (-$4.2K)
Filed 2026-10-26
SBI Securities Co., Ltd.
INCREASED
Shares860 from 833
Change+27 (+3%)
Value$178.9K (+$1.7K)
Filed 2026-10-22
Carnegie Lake Advisors LLC
NEW
Shares832
Change+832
Value$235.7K
Filed 2026-11-03
Wagner Wealth Management, LLC
INCREASED
Shares815 from 814
Change+1 (+0%)
Value$169.5K (-$3.7K)
Filed 2026-10-21
Laurel Wealth Advisors LLC
NEW
Shares803
Change+803
Value$167.0K
Filed 2026-10-27
GS Investments, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$166.4K (-$3.8K)
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares738
Change+738
Value$153.5K
Filed 2026-10-27
Burk Holdings LLC
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$149.8K (-$3.4K)
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares700
Change+700
Value$145.6K
Filed 2026-10-09
Latitude Advisors, LLC
NEW
Shares690
Change+690
Value$143.6K
Filed 2026-10-27
Trust Co
DECREASED
Shares683 from 720
Change-37 (-5%)
Value$142.1K (-$11.1K)
Filed 2026-10-09
Realta Investment Advisors
NEW
Shares666
Change+666
Value$138.5K
Filed 2026-10-14
Ulland Investment Advisors, LLC
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$138 (-$3)
Filed 2026-10-13
Hilton Head Capital Partners, LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$137.3K (-$3.1K)
Filed 2026-10-23
Creative Capital Management Investments LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$133.1K (-$3.0K)
Filed 2026-10-28
Key FInancial Inc
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$132.3K (-$3.0K)
Filed 2026-11-02
City State Bank
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$129.4K (-$3.0K)
Filed 2026-10-20
Triumph Capital Management
DECREASED
Shares618 from 729
Change-111 (-15%)
Value$128.6K (-$26.5K)
Filed 2026-10-14
RHL Group, LLC
INCREASED
Shares603 from 601
Change+2 (+0%)
Value$125.5K (-$2.6K)
Filed 2026-11-04
West Branch Capital LLC
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$122.9K (-$2.8K)
Filed 2026-10-20
RMG Wealth Management LLC
NEW
Shares571
Change+571
Value$124.0K
Filed 2026-10-26
Deane Retirement Strategies, Inc.
DECREASED
Shares559 from 561
Change-2 (0%)
Value$116.3K (-$3.1K)
Filed 2026-10-09
Peterson Wealth Management
INCREASED
Shares551 from 204
Change+347 (+170%)
Value$114.7K (+$71.2K)
Filed 2026-11-06
POM Investment Strategies, LLC
INCREASED
Shares547 from 112
Change+435 (+388%)
Value$113.8K (+$90.0K)
Filed 2026-10-20
EPG Wealth Management LLC
DECREASED
Shares520 from 742
Change-222 (-30%)
Value$108.2K (-$49.8K)
Filed 2026-11-03
Versant Capital Management, Inc
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$108.0K (-$2.5K)
Filed 2026-10-02
1620 Investment Advisors, Inc.
INCREASED
Shares507 from 25
Change+482 (+1928%)
Value$105.5K (+$100.2K)
Filed 2026-11-04
Avion Wealth
DECREASED
Shares505 from 1,550
Change-1,045 (-67%)
Value$105.0K (-$224.0K)
Filed 2026-11-04
Financial Consulate, Inc
DECREASED
Shares502 from 516
Change-14 (-3%)
Value$104.4K (-$5.4K)
Filed 2026-10-23
Gilpin Wealth Management, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$104.0K (-$2.4K)
Filed 2026-10-09
Legacies Wealth LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$104.0K (-$2.4K)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
DECREASED
Shares485 from 491
Change-6 (-1%)
Value$100.9K (-$3.6K)
Filed 2026-10-23
Wolff Wiese Magana LLC
DECREASED
Shares481 from 541
Change-60 (-11%)
Value$100.1K (-$15.1K)
Filed 2026-10-15
CX Institutional
INCREASED
Shares481 from 480
Change+1 (+0%)
Value$100 (-$2)
Filed 2026-10-02
Fairscale Capital, LLC
DECREASED
Shares433 from 499
Change-66 (-13%)
Value$94.4K (-$11.7K)
Filed 2026-11-04
Morling Financial Advisors, LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$85.1K (-$1.9K)
Filed 2026-10-28
Valley Wealth Managers, Inc.
DECREASED
Shares408 from 1,301
Change-893 (-69%)
Value$84.9K (-$191.9K)
Filed 2026-10-09
Nfsg Corp
DECREASED
Shares400 from 417
Change-17 (-4%)
Value$83.2K (-$5.4K)
Filed 2026-10-15
City Holding Co
INCREASED
Shares396 from 286
Change+110 (+38%)
Value$82.4K (+$21.5K)
Filed 2026-10-19
Balance Wealth Partners LLC
NEW
Shares392
Change+392
Value$81.5K
Filed 2026-10-27
Harbor Asset Planning, Inc.
INCREASED
Shares379 from 366
Change+13 (+4%)
Value$79.0K (+$1.1K)
Filed 2026-10-23
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$76.3K (-$1.7K)
Filed 2026-10-20
3 Factor Indexing, LLC
UNCHANGED
Shares366 from 366
Change0 (0%)
Value$76.1K (-$1.7K)
Filed 2026-10-15
Transce3nd, LLC
NEW
Shares362
Change+362
Value$78.4K
Filed 2026-10-26
Jnba Financial Advisors
UNCHANGED
Shares336 from 336
Change0 (0%)
Value$69.9K (-$1.6K)
Filed 2026-11-03
Roxbury Financial LLC
DECREASED
Shares325 from 354
Change-29 (-8%)
Value$67.5K (-$7.7K)
Filed 2026-10-01
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$66.6K (-$1.5K)
Filed 2026-10-27
Birch Financial Group, LLC
NEW
Shares309
Change+309
Value$64.2K
Filed 2026-10-27
Piscataqua Savings Bank
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$63.9K (-$1.5K)
Filed 2026-10-21
Coastline Trust Co
DECREASED
Shares306 from 822
Change-516 (-63%)
Value$63.7K (-$111.2K)
Filed 2026-10-01
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares305 from 1,980
Change-1,675 (-85%)
Value$63.4K (-$357.8K)
Filed 2026-10-07
Daytona Street Capital LLC
NEW
Shares300
Change+300
Value$63.3K
Filed 2026-10-15
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$62.4K (-$1.4K)
Filed 2026-10-16
Center for Financial Planning, Inc.
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$59.3K (-$1.4K)
Filed 2026-10-26
TD Private Client Wealth LLC
INCREASED
Shares283 from 278
Change+5 (+2%)
Value$58.9K (-$280)
Filed 2026-10-28
Key Capital Management, Inc
INCREASED
Shares272 from 33
Change+239 (+724%)
Value$56.6K (+$49.6K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED
Shares264 from 163
Change+101 (+62%)
Value$54.8K (+$20.2K)
Filed 2026-11-02
First Command Advisory Services, Inc.
DECREASED
Shares256 from 531
Change-275 (-52%)
Value$53.3K (-$59.7K)
Filed 2026-11-05
Tompkins Financial Corp
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$51.4K (-$1.2K)
Filed 2026-10-05
John Boyer, Inc.
NEW
Shares246
Change+246
Value$51.2K
Filed 2026-10-27
Chilton Capital Management LLC
DECREASED
Shares238 from 663
Change-425 (-64%)
Value$49.5K (-$91.6K)
Filed 2026-10-28
Hanson & Doremus Investment Management
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$49 (-$50.0K)
Filed 2026-10-16
Richards, Merrill & Peterson, Inc.
INCREASED
Shares233 from 232
Change+1 (+0%)
Value$48.5K (-$921)
Filed 2026-10-19
Fairman Group, LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$47.7K (-$1.1K)
Filed 2026-10-26
GoalVest Advisory LLC
DECREASED
Shares209 from 11,413
Change-11,204 (-98%)
Value$43.5K (-$2.4M)
Filed 2026-10-02
Valued Wealth Advisors LLC
INCREASED
Shares208 from 25
Change+183 (+732%)
Value$43.3K (+$37.9K)
Filed 2026-11-05
Marquette Asset Management, LLC
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$43.1K (-$983)
Filed 2026-10-09
St. Johns Investment Management Company, LLC
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$43.1K (-$983)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
NEW
Shares201
Change+201
Value$41.8K
Filed 2026-11-04
Essential Investment Partners LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$41.6K (-$950)
Filed 2026-10-27
First Pacific Financial
INCREASED
Shares194 from 193
Change+1 (+1%)
Value$40.3K (-$766)
Filed 2026-10-14
Financial Perspectives, Inc
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$38.5K (-$878)
Filed 2026-11-03
Beacon Financial Strategies Corp
NEW
Shares184
Change+184
Value$38.3K
Filed 2026-10-14
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$37.4K (-$855)
Filed 2026-10-05
Old Second National Bank of Aurora
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$36.8K (-$840)
Filed 2026-10-22
Kingdom Financial Group Llc.
INCREASED
Shares164 from 122
Change+42 (+34%)
Value$34.1K (+$8.2K)
Filed 2026-11-04
Valley National Advisers Inc
INCREASED
Shares151 from 150
Change+1 (+1%)
Value$31.4K (-$559)
Filed 2026-10-23
Birchbrook, Inc.
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$28.9K (-$661)
Filed 2026-10-14
Financially Speaking Inc
NEW
Shares135
Change+135
Value$28.0K
Filed 2026-11-05
Rydar Equities, Inc.
NEW
Shares130
Change+130
Value$27.3K
Filed 2026-10-13
Southern Michigan Bank & Trust
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$26.8K (-$612)
Filed 2026-10-19
GHP Investment Advisors, Inc.
INCREASED
Shares128 from 127
Change+1 (+1%)
Value$26.5K (-$555)
Filed 2026-10-15
Citizens National Bank Trust Department
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$25.2K (-$575)
Filed 2026-11-04
Dorato Capital Management
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$22.7K (-$400)
Filed 2026-10-08
Kings Path Partners LLC
NEW
Shares100
Change+100
Value$20.8K
Filed 2026-10-21
Chapman Financial Group, LLC
DECREASED
Shares100 from 1,260
Change-1,160 (-92%)
Value$20.8K (-$247.4K)
Filed 2026-10-26
Horizon Financial Services, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.8K (-$475)
Filed 2026-11-04
Milfam LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$20.8K (-$475)
Filed 2026-10-13
Goodman Advisory Group, LLC
NEW
Shares97
Change+97
Value$20.2K
Filed 2026-11-02
Mainstream Capital Management LLC
NEW
Shares96
Change+96
Value$20.0K
Filed 2026-10-23
Markowski Investments
NEW
Shares90
Change+90
Value$18.7K
Filed 2026-10-30
Axiom Investment Management LLC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$18.1K (-$414)
Filed 2026-11-03
Asset Dedication, LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$17.9K (-$409)
Filed 2026-11-03
Richardson Capital Management LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$17.5K (-$399)
Filed 2026-10-23
Richardson Financial Services Inc.
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$17.3K (-$394)
Filed 2026-10-30
Nemes Rush Group LLC
INCREASED
Shares75 from 74
Change+1 (+1%)
Value$15.5K (-$294)
Filed 2026-11-04
Pacific Center for Financial Services
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$14.6K (-$277)
Filed 2026-10-15
Horrell Capital Management, Inc.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$13.1K (-$300)
Filed 2026-10-08
Navigoe, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$12 ($0)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
NEW
Shares58
Change+58
Value$12.1K
Filed 2026-10-23
Silver Grove Financial Group, Inc.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$12.1K (-$276)
Filed 2026-11-05
SJS Investment Consulting Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$11.7K (-$266)
Filed 2026-10-26
Aventus Investment Advisors, Inc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$11.0K (-$252)
Filed 2026-10-09
Davis Capital Management
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$10.2K (-$233)
Filed 2026-10-08
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$8.5K (-$195)
Filed 2026-10-16
Godsey & Gibb, Inc
DECREASED
Shares35 from 92
Change-57 (-62%)
Value$7.3K (-$12.3K)
Filed 2026-10-14
Trifecta Capital Advisors, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$6.2K (-$143)
Filed 2026-10-21
Armor Investment Advisors, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$6.2K (-$142)
Filed 2026-10-27
Breakwater Investment Management
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$6.0K (-$138)
Filed 2026-10-20
Legacy Bridge, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.2K (-$119)
Filed 2026-10-28
Private Wealth Management Group, LLC
NEW
Shares23
Change+23
Value$4.9K
Filed 2026-10-19
Acumen Wealth Advisors, LLC
NEW
Shares23
Change+23
Value$4.8K
Filed 2026-11-05
Go Invest LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.3K (-$82)
Filed 2026-10-09
Kozak & Associates, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.6K (+$102)
Filed 2026-10-29
Rakuten Securities, Inc.
INCREASED
Shares20 from 11
Change+9 (+82%)
Value$4.2K (+$1.8K)
Filed 2026-11-02
Putney Financial Group LLC
NEW
Shares15
Change+15
Value$3.1K
Filed 2026-10-30
Buck Wealth Strategies, LLC
DECREASED
Shares15 from 39
Change-24 (-62%)
Value$3.1K (-$5.2K)
Filed 2026-10-28
West Paces Advisors Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$3.1K (-$72)
Filed 2026-10-13
Signature Resources Capital Management, LLC
DECREASED
Shares14 from 41
Change-27 (-66%)
Value$2.9K (-$5.8K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.9K (-$66)
Filed 2026-10-20
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.3K (-$52)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
NEW
Shares10
Change+10
Value$2.1K
Filed 2026-10-16
Networth Advisors, LLC
INCREASED
Shares9 from 5
Change+4 (+80%)
Value$1.9K (+$808)
Filed 2026-11-03
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.7K (-$38)
Filed 2026-10-19
Clayton Financial Group LLC
NEW
Shares4
Change+4
Value$833
Filed 2026-10-13
Blue Trust, Inc.
DECREASED
Shares4 from 76
Change-72 (-95%)
Value$842 (-$15.3K)
Filed 2026-10-15
Covestor Ltd
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$0 ($0)
Filed 2026-10-30
Factory Mutual Insurance Co
CLOSED
Shares0 from 448,071
Change-448,071 (-100%)
Value$0 (-$95.3M)
Filed 2026-10-30
New Harbor Financial Group, LLC
CLOSED
Shares0 from 87,977
Change-87,977 (-100%)
Value$0 (-$18.7M)
Filed 2026-10-22
Performa Ltd (US), LLC
CLOSED
Shares0 from 72,043
Change-72,043 (-100%)
Value$0 (-$15.3M)
Filed 2026-11-05
Advisor Resource Council
CLOSED
Shares0 from 63,703
Change-63,703 (-100%)
Value$0 (-$13.6M)
Filed 2026-11-05
Myriad Asset Management Advisors LLC
CLOSED
Shares0 from 49,034
Change-49,034 (-100%)
Value$0 (-$10.4M)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 39,915
Change-39,915 (-100%)
Value$0 (-$8.5M)
Filed 2026-10-14
CenterStar Asset Management, LLC
CLOSED
Shares0 from 36,500
Change-36,500 (-100%)
Value$0 (-$7.8M)
Filed 2026-10-09
Mezzasalma Advisors, LLC
CLOSED
Shares0 from 28,614
Change-28,614 (-100%)
Value$0 (-$6.1M)
Filed 2026-10-14
WealthCare Asset Management, LLC
CLOSED
Shares0 from 27,026
Change-27,026 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-26
Sterling Capital Management LLC
CLOSED
Shares0 from 25,810
Change-25,810 (-100%)
Value$0 (-$5.5M)
Filed 2026-10-22
Kapitalo Investimentos Ltda
CLOSED
Shares0 from 24,000
Change-24,000 (-100%)
Value$0 (-$5.1M)
Filed 2026-10-20
Del-Sette Capital Management, LLC
CLOSED
Shares0 from 10,419
Change-10,419 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-23
T3 Companies, LLC
CLOSED
Shares0 from 9,900
Change-9,900 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-22
Imc-Chicago, LLC
CLOSED
Shares0 from 9,267
Change-9,267 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-05
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 8,228
Change-8,228 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-04
Myriad Asset Management US LP
CLOSED
Shares0 from 8,176
Change-8,176 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-03
Sendero Wealth Management, LLC
CLOSED
Shares0 from 8,164
Change-8,164 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-14
Banta Asset Management LP
CLOSED
Shares0 from 7,410
Change-7,410 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-02
Professional Financial Advisors, LLC
CLOSED
Shares0 from 7,404
Change-7,404 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-13
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 6,381
Change-6,381 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-21
Pinion Investment Advisors, LLC
CLOSED
Shares0 from 4,803
Change-4,803 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-04
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 4,677
Change-4,677 (-100%)
Value$0 (-$995.1K)
Filed 2026-10-29
Waldron Private Wealth LLC
CLOSED
Shares0 from 4,613
Change-4,613 (-100%)
Value$0 (-$981.5K)
Filed 2026-11-02
PCG Asset Management, LLC
CLOSED
Shares0 from 3,662
Change-3,662 (-100%)
Value$0 (-$779.2K)
Filed 2026-11-05
Brandywine OAK Private Wealth LLC
CLOSED
Shares0 from 3,512
Change-3,512 (-100%)
Value$0 (-$747.2K)
Filed 2026-10-23
TritonPoint Partners, LLC
CLOSED
Shares0 from 3,075
Change-3,075 (-100%)
Value$0 (-$654.3K)
Filed 2026-11-05
Three Seasons Wealth, LLC
CLOSED
Shares0 from 2,737
Change-2,737 (-100%)
Value$0 (-$582.4K)
Filed 2026-11-03
Montecito Bank & Trust
CLOSED
Shares0 from 1,952
Change-1,952 (-100%)
Value$0 (-$415.3K)
Filed 2026-10-01
Sierra Summit Advisors LLC
CLOSED
Shares0 from 1,706
Change-1,706 (-100%)
Value$0 (-$363.0K)
Filed 2026-10-28
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 1,639
Change-1,639 (-100%)
Value$0 (-$348.7K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 1,549
Change-1,549 (-100%)
Value$0 (-$329.6K)
Filed 2026-10-26
CPA Asset Management Group, LLC
CLOSED
Shares0 from 1,452
Change-1,452 (-100%)
Value$0 (-$308.9K)
Filed 2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,450
Change-1,450 (-100%)
Value$0 (-$308.5K)
Filed 2026-10-27
LaFleur & Godfrey LLC
CLOSED
Shares0 from 1,449
Change-1,449 (-100%)
Value$0 (-$308.3K)
Filed 2026-10-27
Clarity Retirement & Wealth, LLC
CLOSED
Shares0 from 1,428
Change-1,428 (-100%)
Value$0 (-$303.8K)
Filed 2026-11-04
Sippican Capital Advisors
CLOSED
Shares0 from 1,391
Change-1,391 (-100%)
Value$0 (-$295.9K)
Filed 2026-10-23
Stack Financial Management, Inc
CLOSED
Shares0 from 1,309
Change-1,309 (-100%)
Value$0 (-$278.5K)
Filed 2026-11-02
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 1,091
Change-1,091 (-100%)
Value$0 (-$232.0K)
Filed 2026-11-05
Kellett Wealth Advisors, LLC
CLOSED
Shares0 from 1,090
Change-1,090 (-100%)
Value$0 (-$231.9K)
Filed 2026-10-15
Formidable Asset Management, LLC
CLOSED
Shares0 from 1,066
Change-1,066 (-100%)
Value$0 (-$204.6K)
Filed 2026-11-03
Roberts Wealth Advisors, LLC
CLOSED
Shares0 from 1,059
Change-1,059 (-100%)
Value$0 (-$225.3K)
Filed 2026-10-14
Tannin Capital LLC
CLOSED
Shares0 from 1,050
Change-1,050 (-100%)
Value$0 (-$223.4K)
Filed 2026-11-05
Axim Planning & Wealth
CLOSED
Shares0 from 1,028
Change-1,028 (-100%)
Value$0 (-$218.8K)
Filed 2026-10-28
Blvd Private Wealth, LLC
CLOSED
Shares0 from 990
Change-990 (-100%)
Value$0 (-$210.6K)
Filed 2026-10-14
Entrewealth, LLC
CLOSED
Shares0 from 968
Change-968 (-100%)
Value$0 (-$211.6K)
Filed 2026-10-14
Centurion Wealth Management LLC
CLOSED
Shares0 from 960
Change-960 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-13
Tempo Wealth, LLC
CLOSED
Shares0 from 958
Change-958 (-100%)
Value$0 (-$203.7K)
Filed 2026-10-14
Crew Capital Management, Ltd
CLOSED
Shares0 from 953
Change-953 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
CLOSED
Shares0 from 951
Change-951 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-19
Northland Securities, Inc.
CLOSED
Shares0 from 948
Change-948 (-100%)
Value$0 (-$201.7K)
Filed 2026-11-02
Wealth Quarterback LLC
CLOSED
Shares0 from 943
Change-943 (-100%)
Value$0 (-$200.6K)
Filed 2026-10-20
Brooklyn FI, LLC
CLOSED
Shares0 from 560
Change-560 (-100%)
Value$0 (-$119.1K)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 515
Change-515 (-100%)
Value$0 (-$109.6K)
Filed 2026-10-26
O'Domhnaill Enterprises, Inc.
CLOSED
Shares0 from 377
Change-377 (-100%)
Value$0 (-$80.2K)
Filed 2026-10-29
DecisionPoint Financial, LLC
CLOSED
Shares0 from 87
Change-87 (-100%)
Value$0 (-$18.6K)
Filed 2026-10-27
Gill Capital Partners, LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$14.9K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$13)
Filed 2026-10-14
Ashton Thomas Securities, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-26
LifeSteps Financial, Inc.
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$10.4K)
Filed 2026-10-15
Mcdonald Partners LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$9.8K)
Filed 2026-11-03
West Financial Advisors, LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-22
Country Trust Bank
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-30
NorthAvenue LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-29
Birchwood Financial Partners, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$2.1K)
Filed 2026-11-02
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$781.1K (-$2.2K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 32,501,467
Change-32,501,467 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 28,221,905
Change-28,221,905 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 24,471,419
Change-24,471,419 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 10,755,322
Change-10,755,322 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,192,436
Change-8,192,436 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,113,280
Change-8,113,280 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 7,468,879
Change-7,468,879 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,658,460
Change-6,658,460 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 6,396,698
Change-6,396,698 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,393,141
Change-4,393,141 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,261,661
Change-4,261,661 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 3,978,321
Change-3,978,321 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,887,751
Change-3,887,751 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,223,912
Change-3,223,912 (-100%)
Value—
Texas Permanent School Fund Corp
N/A
Shares— from 2,953,696
Change-2,953,696 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,804,149
Change-2,804,149 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 2,673,800
Change-2,673,800 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 2,305,542
Change-2,305,542 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,982,392
Change-1,982,392 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,958,550
Change-1,958,550 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,946,489
Change-1,946,489 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 1,883,424
Change-1,883,424 (-100%)
Value—
Chai Trust Co LLC
N/A
Shares— from 1,870,111
Change-1,870,111 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,655,841
Change-1,655,841 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,646,215
Change-1,646,215 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,584,018
Change-1,584,018 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,555,472
Change-1,555,472 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,321,000
Change-1,321,000 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 1,319,004
Change-1,319,004 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,181,458
Change-1,181,458 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,137,787
Change-1,137,787 (-100%)
Value—
Freedom Together Foundation
N/A
Shares— from 1,100,000
Change-1,100,000 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,017,212
Change-1,017,212 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 953,608
Change-953,608 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 949,889
Change-949,889 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 870,981
Change-870,981 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 841,327
Change-841,327 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 815,684
Change-815,684 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 802,573
Change-802,573 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 780,301
Change-780,301 (-100%)
Value—
Municipal Employees' Retirement System of Michigan
N/A
Shares— from 748,708
Change-748,708 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 709,955
Change-709,955 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 703,668
Change-703,668 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 665,247
Change-665,247 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 648,262
Change-648,262 (-100%)
Value—
Schusterman Interests, LLC
N/A
Shares— from 625,000
Change-625,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 613,962
Change-613,962 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 601,471
Change-601,471 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 544,293
Change-544,293 (-100%)
Value—
Jabodon PT Co
N/A
Shares— from 538,645
Change-538,645 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 534,298
Change-534,298 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 528,103
Change-528,103 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 527,085
Change-527,085 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 519,937
Change-519,937 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 513,342
Change-513,342 (-100%)
Value—
Endurance Services Ltd
N/A
Shares— from 511,000
Change-511,000 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 490,657
Change-490,657 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 486,850
Change-486,850 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 466,375
Change-466,375 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 456,889
Change-456,889 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 451,223
Change-451,223 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 447,053
Change-447,053 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 444,688
Change-444,688 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 419,044
Change-419,044 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 405,664
Change-405,664 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 398,299
Change-398,299 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 396,453
Change-396,453 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 394,785
Change-394,785 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 384,396
Change-384,396 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 377,237
Change-377,237 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 376,532
Change-376,532 (-100%)
Value—
Ally Financial Inc.
N/A
Shares— from 369,000
Change-369,000 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 368,450
Change-368,450 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 361,050
Change-361,050 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 354,896
Change-354,896 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 352,967
Change-352,967 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 350,642
Change-350,642 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 342,680
Change-342,680 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 327,090
Change-327,090 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 307,524
Change-307,524 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 290,918
Change-290,918 (-100%)
Value—
Mason Street Advisors, LLC
N/A
Shares— from 288,645
Change-288,645 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 286,888
Change-286,888 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 285,858
Change-285,858 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 285,781
Change-285,781 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 280,671
Change-280,671 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 269,222
Change-269,222 (-100%)
Value—
Sachem Head Capital Management LPA
N/A
Shares— from 265,000
Change-265,000 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 262,957
Change-262,957 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 260,274
Change-260,274 (-100%)
Value—
Junto Capital Management LP
N/A
Shares— from 258,206
Change-258,206 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 257,035
Change-257,035 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 255,884
Change-255,884 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 254,958
Change-254,958 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 254,462
Change-254,462 (-100%)
Value—
PJT Investments Corp.
N/A
Shares— from 248,755
Change-248,755 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 247,038
Change-247,038 (-100%)
Value—
&partners
N/A
Shares— from 243,367
Change-243,367 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 236,578
Change-236,578 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 235,566
Change-235,566 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 233,447
Change-233,447 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 231,844
Change-231,844 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 227,908
Change-227,908 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 226,094
Change-226,094 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 222,360
Change-222,360 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 221,055
Change-221,055 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 219,378
Change-219,378 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 218,109
Change-218,109 (-100%)
Value—
Main Management LLC
N/A
Shares— from 210,052
Change-210,052 (-100%)
Value—
Commerce Bank
N/A
Shares— from 206,883
Change-206,883 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 200,920
Change-200,920 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 198,693
Change-198,693 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 198,353
Change-198,353 (-100%)
Value—
Visualize Group LP
N/A
Shares— from 197,700
Change-197,700 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 196,220
Change-196,220 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 194,787
Change-194,787 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 193,633
Change-193,633 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 191,529
Change-191,529 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 191,216
Change-191,216 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 190,671
Change-190,671 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 188,062
Change-188,062 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 187,786
Change-187,786 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 187,178
Change-187,178 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 186,387
Change-186,387 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 183,406
Change-183,406 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 181,609
Change-181,609 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 177,799
Change-177,799 (-100%)
Value—
FMR LLC
N/A
Shares— from 176,301
Change-176,301 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 174,613
Change-174,613 (-100%)
Value—
Niles Investment Management, LLC
N/A
Shares— from 169,388
Change-169,388 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 168,744
Change-168,744 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 165,851
Change-165,851 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 164,498
Change-164,498 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 164,481
Change-164,481 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 160,855
Change-160,855 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 157,545
Change-157,545 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 157,339
Change-157,339 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 155,636
Change-155,636 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 154,808
Change-154,808 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 153,555
Change-153,555 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 151,185
Change-151,185 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 148,683
Change-148,683 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 146,535
Change-146,535 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 142,173
Change-142,173 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 141,947
Change-141,947 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 141,666
Change-141,666 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 136,482
Change-136,482 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 136,001
Change-136,001 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 135,176
Change-135,176 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 134,013
Change-134,013 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 131,270
Change-131,270 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 131,009
Change-131,009 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 129,366
Change-129,366 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 128,355
Change-128,355 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 127,810
Change-127,810 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 127,514
Change-127,514 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 125,838
Change-125,838 (-100%)
Value—
Petrus Trust Company, LTA
N/A
Shares— from 125,623
Change-125,623 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 124,588
Change-124,588 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 124,287
Change-124,287 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 122,959
Change-122,959 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 122,712
Change-122,712 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 122,100
Change-122,100 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 120,543
Change-120,543 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 119,811
Change-119,811 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 119,050
Change-119,050 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 118,653
Change-118,653 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 117,820
Change-117,820 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 111,855
Change-111,855 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 110,744
Change-110,744 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 110,541
Change-110,541 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 108,445
Change-108,445 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 106,892
Change-106,892 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 106,692
Change-106,692 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 106,358
Change-106,358 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 106,000
Change-106,000 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 105,761
Change-105,761 (-100%)
Value—
CSS LLC
N/A
Shares— from 104,072
Change-104,072 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 103,979
Change-103,979 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 103,752
Change-103,752 (-100%)
Value—
Stephens Inc
N/A
Shares— from 100,823
Change-100,823 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 100,317
Change-100,317 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 98,829
Change-98,829 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 96,916
Change-96,916 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 94,469
Change-94,469 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 93,415
Change-93,415 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 92,726
Change-92,726 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 91,044
Change-91,044 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 88,212
Change-88,212 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 87,931
Change-87,931 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 87,300
Change-87,300 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 87,000
Change-87,000 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 86,748
Change-86,748 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 85,382
Change-85,382 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 85,380
Change-85,380 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 84,996
Change-84,996 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 84,447
Change-84,447 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 84,362
Change-84,362 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 84,246
Change-84,246 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 83,440
Change-83,440 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 83,129
Change-83,129 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 82,579
Change-82,579 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 82,042
Change-82,042 (-100%)
Value—
Granby Capital Management, LLC
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 78,798
Change-78,798 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 77,300
Change-77,300 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 77,155
Change-77,155 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 77,104
Change-77,104 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 77,104
Change-77,104 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 76,210
Change-76,210 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 75,902
Change-75,902 (-100%)
Value—
Hi-Line Capital Management, LLC
N/A
Shares— from 74,679
Change-74,679 (-100%)
Value—
Duquesne Family Office LLC
N/A
Shares— from 74,400
Change-74,400 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 73,187
Change-73,187 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 71,527
Change-71,527 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 71,243
Change-71,243 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 71,112
Change-71,112 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 70,249
Change-70,249 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 69,932
Change-69,932 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 69,152
Change-69,152 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 67,809
Change-67,809 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 67,745
Change-67,745 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 67,050
Change-67,050 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 65,513
Change-65,513 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 64,996
Change-64,996 (-100%)
Value—
Gillson Capital LP
N/A
Shares— from 64,650
Change-64,650 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 62,867
Change-62,867 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 62,206
Change-62,206 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 61,567
Change-61,567 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 61,010
Change-61,010 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 60,889
Change-60,889 (-100%)
Value—
M3 Wealth Management, LLC
N/A
Shares— from 60,528
Change-60,528 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 60,465
Change-60,465 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 60,331
Change-60,331 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 59,926
Change-59,926 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 58,130
Change-58,130 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 57,242
Change-57,242 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 56,965
Change-56,965 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 56,909
Change-56,909 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 56,802
Change-56,802 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 55,659
Change-55,659 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 55,590
Change-55,590 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 55,350
Change-55,350 (-100%)
Value—
Calydon Capital
N/A
Shares— from 55,087
Change-55,087 (-100%)
Value—
NWI Management LP
N/A
Shares— from 54,000
Change-54,000 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 53,695
Change-53,695 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 53,336
Change-53,336 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 53,115
Change-53,115 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 52,341
Change-52,341 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 51,844
Change-51,844 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 51,810
Change-51,810 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 49,665
Change-49,665 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 49,105
Change-49,105 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 49,066
Change-49,066 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 48,917
Change-48,917 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 46,338
Change-46,338 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 45,932
Change-45,932 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 45,823
Change-45,823 (-100%)
Value—
Nitorum Capital, L.P.
N/A
Shares— from 45,800
Change-45,800 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 45,645
Change-45,645 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 45,522
Change-45,522 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 45,405
Change-45,405 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 44,879
Change-44,879 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 44,235
Change-44,235 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 44,133
Change-44,133 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 43,126
Change-43,126 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 42,943
Change-42,943 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 42,528
Change-42,528 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 42,418
Change-42,418 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 42,329
Change-42,329 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 42,281
Change-42,281 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 42,196
Change-42,196 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 41,358
Change-41,358 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 40,777
Change-40,777 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 40,712
Change-40,712 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 40,620
Change-40,620 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 40,427
Change-40,427 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 40,213
Change-40,213 (-100%)
Value—
III Capital Management
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 39,906
Change-39,906 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 39,820
Change-39,820 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 39,568
Change-39,568 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 39,053
Change-39,053 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 38,971
Change-38,971 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 38,765
Change-38,765 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 38,336
Change-38,336 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 38,107
Change-38,107 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 37,922
Change-37,922 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 37,920
Change-37,920 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 37,715
Change-37,715 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 37,496
Change-37,496 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 37,316
Change-37,316 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 37,265
Change-37,265 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 37,230
Change-37,230 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 37,124
Change-37,124 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 36,798
Change-36,798 (-100%)
Value—
Members Trust Co
N/A
Shares— from 36,570
Change-36,570 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 36,025
Change-36,025 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 35,785
Change-35,785 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 35,680
Change-35,680 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 35,306
Change-35,306 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 35,271
Change-35,271 (-100%)
Value—
FCA Corp
N/A
Shares— from 35,243
Change-35,243 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 35,180
Change-35,180 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 34,581
Change-34,581 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 34,031
Change-34,031 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 33,874
Change-33,874 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 33,659
Change-33,659 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 33,416
Change-33,416 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 33,225
Change-33,225 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 33,060
Change-33,060 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 32,906
Change-32,906 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 32,851
Change-32,851 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 32,758
Change-32,758 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 32,707
Change-32,707 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 32,554
Change-32,554 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 32,462
Change-32,462 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 32,286
Change-32,286 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 32,217
Change-32,217 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 31,791
Change-31,791 (-100%)
Value—
Simmons Bank
N/A
Shares— from 31,446
Change-31,446 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 31,265
Change-31,265 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 30,420
Change-30,420 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 30,175
Change-30,175 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 30,049
Change-30,049 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 29,824
Change-29,824 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 29,090
Change-29,090 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 28,900
Change-28,900 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 28,741
Change-28,741 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 28,575
Change-28,575 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 28,185
Change-28,185 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 27,976
Change-27,976 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 27,764
Change-27,764 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 27,716
Change-27,716 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 27,713
Change-27,713 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 27,452
Change-27,452 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 27,358
Change-27,358 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 26,975
Change-26,975 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 26,639
Change-26,639 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 26,529
Change-26,529 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 26,155
Change-26,155 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 26,154
Change-26,154 (-100%)
Value—
Lester Murray Antman dba SimplyRich
N/A
Shares— from 26,084
Change-26,084 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 25,879
Change-25,879 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 25,432
Change-25,432 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 25,395
Change-25,395 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 25,141
Change-25,141 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 24,927
Change-24,927 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 24,760
Change-24,760 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 24,486
Change-24,486 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 24,011
Change-24,011 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 23,994
Change-23,994 (-100%)
Value—
Inkwell Capital LLC
N/A
Shares— from 23,510
Change-23,510 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 23,224
Change-23,224 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 23,191
Change-23,191 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 23,019
Change-23,019 (-100%)
Value—
Nwam LLC
N/A
Shares— from 23,017
Change-23,017 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 22,956
Change-22,956 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 22,788
Change-22,788 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 22,638
Change-22,638 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 22,513
Change-22,513 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 22,429
Change-22,429 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 22,335
Change-22,335 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 22,256
Change-22,256 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 22,157
Change-22,157 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 22,131
Change-22,131 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 21,762
Change-21,762 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 21,703
Change-21,703 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 21,232
Change-21,232 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 21,153
Change-21,153 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 20,922
Change-20,922 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 20,776
Change-20,776 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 20,598
Change-20,598 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 20,558
Change-20,558 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 20,483
Change-20,483 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 20,405
Change-20,405 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 20,361
Change-20,361 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 20,312
Change-20,312 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 20,205
Change-20,205 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 20,175
Change-20,175 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 20,156
Change-20,156 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 20,049
Change-20,049 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 19,784
Change-19,784 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 19,475
Change-19,475 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 19,101
Change-19,101 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 18,846
Change-18,846 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 18,713
Change-18,713 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 18,712
Change-18,712 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 18,418
Change-18,418 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 18,359
Change-18,359 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 18,256
Change-18,256 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 18,049
Change-18,049 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 18,024
Change-18,024 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 17,915
Change-17,915 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 17,900
Change-17,900 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 17,874
Change-17,874 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 17,689
Change-17,689 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 17,668
Change-17,668 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 17,501
Change-17,501 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 17,497
Change-17,497 (-100%)
Value—
Towle & Co
N/A
Shares— from 17,443
Change-17,443 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 17,270
Change-17,270 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 17,200
Change-17,200 (-100%)
Value—
Boston Partners
N/A
Shares— from 17,169
Change-17,169 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 17,126
Change-17,126 (-100%)
Value—
Shapiro Capital Management LLC
N/A
Shares— from 17,125
Change-17,125 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 16,978
Change-16,978 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 16,782
Change-16,782 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 16,698
Change-16,698 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 16,552
Change-16,552 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 16,419
Change-16,419 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 16,408
Change-16,408 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 16,257
Change-16,257 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 16,229
Change-16,229 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 16,045
Change-16,045 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 15,824
Change-15,824 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 15,673
Change-15,673 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 15,587
Change-15,587 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 15,477
Change-15,477 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 15,458
Change-15,458 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 15,367
Change-15,367 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 15,361
Change-15,361 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 15,243
Change-15,243 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 15,215
Change-15,215 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 15,205
Change-15,205 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 15,154
Change-15,154 (-100%)
Value—
First Washington Corp
N/A
Shares— from 14,993
Change-14,993 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 14,972
Change-14,972 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 14,785
Change-14,785 (-100%)
Value—
EFG International AG
N/A
Shares— from 14,723
Change-14,723 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 14,615
Change-14,615 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 14,567
Change-14,567 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 14,553
Change-14,553 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 14,466
Change-14,466 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 14,374
Change-14,374 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 14,338
Change-14,338 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 14,256
Change-14,256 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 14,162
Change-14,162 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 14,148
Change-14,148 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 14,144
Change-14,144 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 14,035
Change-14,035 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 13,890
Change-13,890 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 13,800
Change-13,800 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 13,744
Change-13,744 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 13,517
Change-13,517 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 13,509
Change-13,509 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 13,439
Change-13,439 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 13,427
Change-13,427 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 13,257
Change-13,257 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 13,156
Change-13,156 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 13,105
Change-13,105 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,038
Change-13,038 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 13,024
Change-13,024 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,986
Change-12,986 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 12,960
Change-12,960 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 12,925
Change-12,925 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 12,916
Change-12,916 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 12,910
Change-12,910 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 12,836
Change-12,836 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 12,797
Change-12,797 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 12,792
Change-12,792 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 12,760
Change-12,760 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 12,733
Change-12,733 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 12,539
Change-12,539 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 12,488
Change-12,488 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 12,486
Change-12,486 (-100%)
Value—
EagleClaw Capital Managment, LLC
N/A
Shares— from 12,285
Change-12,285 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 12,248
Change-12,248 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 12,033
Change-12,033 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 11,786
Change-11,786 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 11,596
Change-11,596 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 11,546
Change-11,546 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 11,484
Change-11,484 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 11,450
Change-11,450 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 11,283
Change-11,283 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 11,271
Change-11,271 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 10,978
Change-10,978 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 10,870
Change-10,870 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 10,799
Change-10,799 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 10,768
Change-10,768 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 10,746
Change-10,746 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 10,712
Change-10,712 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 10,551
Change-10,551 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 10,477
Change-10,477 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 10,353
Change-10,353 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 10,311
Change-10,311 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 10,270
Change-10,270 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 10,170
Change-10,170 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 10,145
Change-10,145 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 10,119
Change-10,119 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 10,080
Change-10,080 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 10,062
Change-10,062 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 10,020
Change-10,020 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 10,001
Change-10,001 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 9,924
Change-9,924 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 9,922
Change-9,922 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 9,765
Change-9,765 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 9,755
Change-9,755 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 9,718
Change-9,718 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 9,686
Change-9,686 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 9,681
Change-9,681 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 9,573
Change-9,573 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 9,557
Change-9,557 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 9,522
Change-9,522 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 9,350
Change-9,350 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 9,305
Change-9,305 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 9,249
Change-9,249 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 9,210
Change-9,210 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 9,193
Change-9,193 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,189
Change-9,189 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 9,111
Change-9,111 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 9,103
Change-9,103 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 9,025
Change-9,025 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,985
Change-8,985 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 8,945
Change-8,945 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 8,888
Change-8,888 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 8,855
Change-8,855 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 8,674
Change-8,674 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 8,608
Change-8,608 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 8,607
Change-8,607 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 8,543
Change-8,543 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 8,417
Change-8,417 (-100%)
Value—
Invst, LLC
N/A
Shares— from 8,338
Change-8,338 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 8,292
Change-8,292 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 8,167
Change-8,167 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 8,159
Change-8,159 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 8,132
Change-8,132 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 8,090
Change-8,090 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 8,046
Change-8,046 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 7,978
Change-7,978 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,963
Change-7,963 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 7,851
Change-7,851 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 7,816
Change-7,816 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 7,802
Change-7,802 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 7,713
Change-7,713 (-100%)
Value—
Periscope Capital Inc.
N/A
Shares— from 7,650
Change-7,650 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 7,647
Change-7,647 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 7,582
Change-7,582 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 7,552
Change-7,552 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 7,462
Change-7,462 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 7,423
Change-7,423 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 7,414
Change-7,414 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 7,366
Change-7,366 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 7,364
Change-7,364 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 7,184
Change-7,184 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 7,157
Change-7,157 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 7,105
Change-7,105 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 6,796
Change-6,796 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 6,760
Change-6,760 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 6,747
Change-6,747 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 6,742
Change-6,742 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 6,738
Change-6,738 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 6,728
Change-6,728 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 6,723
Change-6,723 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 6,715
Change-6,715 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 6,692
Change-6,692 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 6,686
Change-6,686 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 6,676
Change-6,676 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 6,674
Change-6,674 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 6,661
Change-6,661 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 6,652
Change-6,652 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 6,571
Change-6,571 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 6,556
Change-6,556 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 6,507
Change-6,507 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 6,503
Change-6,503 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 6,491
Change-6,491 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 6,415
Change-6,415 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 6,365
Change-6,365 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 6,350
Change-6,350 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 6,266
Change-6,266 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 6,263
Change-6,263 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 6,246
Change-6,246 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 6,108
Change-6,108 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 6,101
Change-6,101 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 6,028
Change-6,028 (-100%)
Value—
Dockside LLC
N/A
Shares— from 6,024
Change-6,024 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 6,020
Change-6,020 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 6,013
Change-6,013 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 5,992
Change-5,992 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 5,985
Change-5,985 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,848
Change-5,848 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 5,836
Change-5,836 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 5,789
Change-5,789 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 5,747
Change-5,747 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 5,717
Change-5,717 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,618
Change-5,618 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 5,607
Change-5,607 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,606
Change-5,606 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 5,593
Change-5,593 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 5,589
Change-5,589 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 5,557
Change-5,557 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 5,544
Change-5,544 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
Oribel Capital Management, LP
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 5,371
Change-5,371 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 5,354
Change-5,354 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 5,340
Change-5,340 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,279
Change-5,279 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 5,237
Change-5,237 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 5,205
Change-5,205 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 5,144
Change-5,144 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 5,117
Change-5,117 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 5,099
Change-5,099 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,090
Change-5,090 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 5,086
Change-5,086 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 5,006
Change-5,006 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 4,985
Change-4,985 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 4,974
Change-4,974 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 4,916
Change-4,916 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 4,890
Change-4,890 (-100%)
Value—
Evergreen Wealth Management, LLC
N/A
Shares— from 4,841
Change-4,841 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 4,811
Change-4,811 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 4,792
Change-4,792 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 4,790
Change-4,790 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 4,785
Change-4,785 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 4,705
Change-4,705 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 4,676
Change-4,676 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 4,667
Change-4,667 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 4,483
Change-4,483 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,469
Change-4,469 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,424
Change-4,424 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 4,403
Change-4,403 (-100%)
Value—
Board of Trustees of The Leland Stanford Junior University
N/A
Shares— from 4,381
Change-4,381 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 4,167
Change-4,167 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 4,138
Change-4,138 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 4,136
Change-4,136 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 4,104
Change-4,104 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 4,085
Change-4,085 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 3,903
Change-3,903 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,864
Change-3,864 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 3,855
Change-3,855 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 3,854
Change-3,854 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 3,812
Change-3,812 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 3,695
Change-3,695 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 3,664
Change-3,664 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 3,660
Change-3,660 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 3,639
Change-3,639 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 3,601
Change-3,601 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 3,590
Change-3,590 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 3,587
Change-3,587 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,583
Change-3,583 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,581
Change-3,581 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 3,502
Change-3,502 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 3,439
Change-3,439 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,433
Change-3,433 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,344
Change-3,344 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,214
Change-3,214 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 3,131
Change-3,131 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 3,105
Change-3,105 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
Regal Partners Ltd
N/A
Shares— from 3,034
Change-3,034 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 3,014
Change-3,014 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
Absolute Gestao de Investimentos Ltda.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 2,973
Change-2,973 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 2,904
Change-2,904 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 2,873
Change-2,873 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 2,869
Change-2,869 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 2,804
Change-2,804 (-100%)
Value—
EWA, LLC
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,723
Change-2,723 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 2,624
Change-2,624 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 2,541
Change-2,541 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 2,465
Change-2,465 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 2,378
Change-2,378 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,184
Change-2,184 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 2,094
Change-2,094 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 2,073
Change-2,073 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 1,956
Change-1,956 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 1,907
Change-1,907 (-100%)
Value—
Bank OZK
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Collier Financial
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 1,886
Change-1,886 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,837
Change-1,837 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,827
Change-1,827 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 1,770
Change-1,770 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 1,686
Change-1,686 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,662
Change-1,662 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Legacy Trust
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 1,591
Change-1,591 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 1,588
Change-1,588 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,579
Change-1,579 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 1,569
Change-1,569 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,482
Change-1,482 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 1,389
Change-1,389 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,361
Change-1,361 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,310
Change-1,310 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 1,274
Change-1,274 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 1,216
Change-1,216 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 1,129
Change-1,129 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 1,128
Change-1,128 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 1,069
Change-1,069 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 1,006
Change-1,006 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 990
Change-990 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
Lyrical Asset Management LP
N/A
Shares— from 979
Change-979 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 975
Change-975 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 970
Change-970 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 969
Change-969 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 966
Change-966 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 950
Change-950 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 942
Change-942 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 935
Change-935 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 899
Change-899 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 857
Change-857 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 855
Change-855 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 819
Change-819 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 815
Change-815 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 807
Change-807 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 782
Change-782 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 768
Change-768 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 702
Change-702 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 680
Change-680 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 640
Change-640 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 597
Change-597 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 593
Change-593 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 456
Change-456 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 443
Change-443 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 429
Change-429 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 428
Change-428 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 355
Change-355 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 330
Change-330 (-100%)
Value—
Motco
N/A
Shares— from 316
Change-316 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 303
Change-303 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Toews Corp
N/A
Shares— from 300
Change-300 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 298
Change-298 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 279
Change-279 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 252
Change-252 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 250
Change-250 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 231
Change-231 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 165
Change-165 (-100%)
Value—
Cambridge Financial Group, Inc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 160
Change-160 (-100%)
Value—
Rogco, LP
N/A
Shares— from 159
Change-159 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 158
Change-158 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 150
Change-150 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 134
Change-134 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 133
Change-133 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 51
Change-51 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 36
Change-36 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 24
Change-24 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 18
Change-18 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
CNB Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Truist Financial Corp
DECREASED2,566,4232,716,417-149,994-6%$578.0M$533.9M-$44.1M2026-10-30
Japan Science & Technology Agency
DECREASED1,964,9112,541,932-577,021-23%$540.8M$408.7M-$132.1M2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED1,673,5662,190,114-516,548-24%$466.0M$348.1M-$117.9M2026-11-03
Keybank National Association
DECREASED1,503,3141,624,923-121,609-7%$345.7M$312.7M-$33.0M2026-11-04
Commonwealth Equity Services, LLC
DECREASED1,194,7481,272,576-77,828-6%$270.8M$248.5M-$22.2M2026-11-02
Savant Capital, LLC
INCREASED1,186,852585,575+601,277+103%$128.9M$246.9M+$118.0M2026-11-06
Citigroup Inc
DECREASED1,144,8031,524,106-379,303-25%$324.3M$238.1M-$86.1M2026-11-04
Barclays PLC
INCREASED1,045,350742,745+302,605+41%$158.0M$217.5M+$59.4M2026-11-06
Trust Co of Tennessee
INCREASED1,000,351987,916+12,435+1%$210.2M$208.1M-$2.1M2026-10-16
Meitav Investment House LTD
INCREASED838,695525,520+313,175+60%$111.8M$174.5M+$62.7M2026-10-28
Bank of New York Mellon Corp
INCREASED809,053765,621+43,432+6%$162.9M$168.3M+$5.4M2026-11-05
Eastern Bank
INCREASED747,281731,262+16,019+2%$155.6M$155.4M-$141.2K2026-10-05
Cambridge Investment Research Advisors, Inc.
DECREASED720,935724,839-3,904-1%$154.2M$150.0M-$4.3M2026-11-02
First Interstate Bank
DECREASED717,930730,736-12,806-2%$155.5M$149.3M-$6.1M2026-10-23
Kestra Advisory Services, LLC
INCREASED646,874611,190+35,684+6%$130.0M$134.6M+$4.5M2026-11-02
AlphaCore Capital LLC
DECREASED610,917662,513-51,596-8%$141.0M$127.1M-$13.9M2026-11-04
Bell Bank
INCREASED606,077604,669+1,408+0%$128.7M$126.1M-$2.6M2026-10-21
US Bancorp \de\
INCREASED600,436582,049+18,387+3%$123.8M$124.9M+$1.1M2026-11-05
Csenge Advisory Group
INCREASED589,950578,284+11,666+2%$123.0M$122.7M-$319.9K2026-11-04
CoreCap Advisors, LLC
INCREASED575,518465,261+110,257+24%$99.0M$119.7M+$20.7M2026-10-08
Valeo Financial Advisors, LLC
DECREASED571,324583,864-12,540-2%$124.2M$118.8M-$5.4M2026-10-08
PNC Financial Services Group, Inc.
INCREASED559,216535,197+24,019+4%$113.9M$116.3M+$2.5M2026-11-06
Choreo, LLC
INCREASED546,773375,104+171,669+46%$79.8M$113.7M+$33.9M2026-10-28
GR Financial Group, LLC
INCREASED478,122477,448+674+0%$101.6M$99.5M-$2.1M2026-10-27
Fifth Third Bancorp
DECREASED468,071472,975-4,904-1%$100.6M$97.4M-$3.3M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED457,715384,800+72,915+19%$82.5M$97.0M+$14.5M2026-10-13
Sage Financial Group Inc
INCREASED450,368407,650+42,718+10%$86.7M$93.7M+$6.9M2026-10-27
Central Trust Co
INCREASED446,215445,719+496+0%$94.8M$92.8M-$2.0M2026-11-05
Vanderbilt University
INCREASED438,695437,060+1,635+0%$93.0M$91.3M-$1.7M2026-11-02
Consolidated Investment Group LLC
UNCHANGED414,175414,17500%$88.1M$86.2M-$2.0M2026-11-04
Sepio Capital, LP
INCREASED402,034147,612+254,422+172%$31.4M$83.6M+$52.2M2026-10-22
Allen Investment Management, LLC
INCREASED388,728293,951+94,777+32%$62.5M$80.9M+$18.3M2026-11-03
Venture Visionary Partners LLC
INCREASED384,586378,699+5,887+2%$80.6M$80.0M-$574.3K2026-10-07
Clearstead Advisors, LLC
DECREASED368,670416,058-47,388-11%$88.5M$76.7M-$11.8M2026-11-06
D.A. Davidson & Co.
INCREASED355,736190,711+165,025+87%$40.6M$74.0M+$33.4M2026-10-28
Total Investment Management Inc
INCREASED351,044321,113+29,931+9%$69.0M$73.0M+$4.0M2026-10-22
One Day In July LLC
INCREASED336,175324,827+11,348+3%$69.1M$69.9M+$817.7K2026-10-30
Southern Farm Bureau Life Insurance
UNCHANGED328,428328,42800%$69.9M$68.3K-$69.8M2026-10-15
HB Wealth Management, LLC
INCREASED321,785230,643+91,142+40%$49.1M$66.9M+$17.9M2026-10-23
Berkshire Money Management, Inc.
INCREASED319,481311,345+8,136+3%$66.2M$66.5M+$213.6K2026-10-21
OpenArc Corporate Advisory, LLC
INCREASED316,930313,134+3,796+1%$66.6M$65.9M-$697.7K2026-10-21
Arlington Trust Co LLC
INCREASED312,282294,484+17,798+6%$62.7M$65.0M+$2.3M2026-10-20
Brookstone Capital Management
INCREASED305,388270,487+34,901+13%$57.6M$63.5M+$6.0M2026-10-22
Creative Planning
INCREASED301,206288,848+12,358+4%$61.5M$62.7M+$1.2M2026-11-02
Bangor Savings Bank
INCREASED280,264279,871+393+0%$59.5M$58.3M-$1.2M2026-10-06
Arvest Investments, Inc.
INCREASED278,885275,090+3,795+1%$58.5M$58.0M-$517.3K2026-10-21
Ayalon Insurance Comp Ltd.
INCREASED278,40095,178+183,222+193%$20.3K$57.9K+$37.7K2026-10-08
Sapient Capital LLC
INCREASED276,775263,400+13,375+5%$56.0M$57.6M+$1.5M2026-10-08
Rainey & Randall Wealth Advisors Inc.
INCREASED266,045261,984+4,061+2%$55.7M$55.3M-$399.5K2026-10-26
FSA Investment Group, LLC
INCREASED235,434227,687+7,747+3%$48.4M$49.0M+$530.0K2026-10-07
Robertson Stephens Wealth Management, LLC
INCREASED234,833231,919+2,914+1%$49.3M$48.8M-$495.4K2026-10-16
J.Safra Asset Management Corp
INCREASED233,582226,895+6,687+3%$48.3M$48.6M+$313.4K2026-11-03
Activest Wealth Management
DECREASED229,218233,402-4,184-2%$49.7M$47.7M-$2.0M2026-10-15
Armstrong Advisory Group, Inc
INCREASED225,453139,600+85,853+62%$29.7M$46.9M+$17.2M2026-10-09
Steele Capital Management, Inc.
INCREASED223,903221,915+1,988+1%$47.2M$46.6M-$640.7K2026-11-02
Sigma Investment Counselors Inc
INCREASED221,822209,070+12,752+6%$44.5M$46.1M+$1.7M2026-10-27
Oarsman Capital, Inc.
INCREASED220,758179,477+41,281+23%$38.2M$45.9M+$7.7M2026-11-05
Pittenger & Anderson Inc
INCREASED212,358149,692+62,666+42%$31.8M$44.2M+$12.3M2026-11-02
Badgley Phelps Wealth Managers, LLC
INCREASED208,992190,488+18,504+10%$40.5M$43.5M+$2.9M2026-10-22
Montag A & Associates Inc
INCREASED201,667192,176+9,491+5%$40.9M$42.0M+$1.1M2026-10-29
Bernardo Wealth Planning LLC
INCREASED196,55697,923+98,633+101%$20.8M$40.9M+$20.1M2026-10-23
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED193,976193,97600%$41.3M$41.3M$02026-10-15
Grimes & Co Wealth Management, LLC
DECREASED192,316192,811-4950%$41.0M$40.0M-$1.0M2026-10-29
Vicus Capital
DECREASED187,977192,668-4,691-2%$41.0M$39.1M-$1.9M2026-11-05
Howard Financial Services, Ltd.
INCREASED180,533179,311+1,222+1%$38.2M$37.6M-$597.6K2026-10-15
Farther Finance Advisors, LLC
INCREASED180,397167,433+12,964+8%$35.6M$37.5M+$1.9M2026-10-08
Onyx Bridge Wealth Group LLC
INCREASED179,8907,660+172,230+2248%$1.6M$37.4M+$35.8M2026-10-16
True Private Wealth Advisors
INCREASED171,971170,044+1,927+1%$36.2M$35.8M-$406.9K2026-10-19
Investment Planning Advisors, Inc.
INCREASED167,023159,611+7,412+5%$34.0M$34.7M+$783.7K2026-10-14
Pinnacle Associates LTD
INCREASED165,933164,029+1,904+1%$34.9M$34.5M-$383.1K2026-10-20
SimpliFi, Inc.
DECREASED163,580169,356-5,776-3%$36.0M$34.0M-$2.0M2026-10-28
Lido Advisors, LLC
INCREASED156,947138,837+18,110+13%$29.5M$32.6M+$3.1M2026-11-04
LTG Capital LLC
INCREASED155,322150,978+4,344+3%$32.1M$32.3M+$186.6K2026-11-04
Tiller Private Wealth, Inc.
INCREASED152,115137,458+14,657+11%$29.2M$31.6M+$2.4M2026-10-26
Davis Investment Partners, LLC
INCREASED150,741148,273+2,468+2%$31.5M$31.4M-$190.8K2026-11-05
Biltmore Family Office, LLC
INCREASED149,877138,034+11,843+9%$29.4M$31.2M+$1.8M2026-11-03
IFP Advisors, Inc
DECREASED149,794156,520-6,726-4%$33.3M$31.2M-$2.1M2026-10-16
StoneX Group Inc.
DECREASED149,655164,736-15,081-9%$35.1M$31.1M-$3.9M2026-11-03
Moran Wealth Management, LLC
DECREASED149,450207,812-58,362-28%$44.2M$31.1M-$13.1M2026-10-22
Stephenson & Company, Inc.
INCREASED148,118145,353+2,765+2%$30.9M$30.8M-$115.4K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED143,659124,735+18,924+15%$26.5M$29.9M+$3.3M2026-10-16
Davenport & Co LLC
DECREASED142,079143,601-1,522-1%$30.6M$29.6M-$997.1K2026-10-14
PartnerRe Asset Management Corp
UNCHANGED139,696139,69600%$29.7M$29.1M-$663.6K2026-10-07
TD Waterhouse Canada Inc.
DECREASED139,587168,478-28,891-17%$35.9M$29.2M-$6.8M2026-10-16
Vise Technologies, Inc.
INCREASED138,952111,592+27,360+25%$23.7M$28.9M+$5.2M2026-10-29
Montis Financial, LLC
DECREASED137,856138,327-4710%$29.4M$28.7M-$754.9K2026-11-04
Cordoba Advisory Partners LLC
INCREASED136,91515,121+121,794+805%$3.2M$28.5M+$25.3M2026-10-19
Signal Advisors Wealth, LLC
INCREASED136,517121,187+15,330+13%$25.8M$28.4M+$2.6M2026-10-13
Wealth Advisory Solutions, LLC
DECREASED136,105136,135-300%$29.0M$28.3M-$652.9K2026-10-20
Kelleher Financial Advisors
INCREASED134,545131,784+2,761+2%$28.0M$28.0M-$51.7K2026-10-30
Fairway Wealth LLC
DECREASED134,097136,073-1,976-1%$29.0M$27.9M-$1.1M2026-10-30
Vaughan David Investments LLC
INCREASED131,032131,009+23+0%$27.9M$27.3M-$618.0K2026-11-05
Matauro, LLC
INCREASED129,803125,707+4,096+3%$26.7M$27.0M+$254.8K2026-11-03
Inlight Wealth Management, LLC
INCREASED128,469123,583+4,886+4%$26.3M$26.7M+$429.4K2026-10-21
MKP Capital Management, L.L.C.
DECREASED128,1071,806,000-1,677,893-93%$384.3M$26.6M-$357.6M2026-11-04
Community Financial Services Group, LLC
DECREASED128,075128,365-2900%$27.4M$26.8M-$626.7K2026-10-15
Ascent Wealth Partners, LLC
INCREASED127,170124,512+2,658+2%$26.5M$26.5M-$38.5K2026-10-23
New England Capital Financial Advisors LLC
INCREASED126,711126,090+621+0%$26.8M$26.4M-$469.8K2026-11-03
NTV Asset Management LLC
INCREASED126,538126,219+319+0%$26.9M$26.3M-$533.2K2026-10-23
Parcion Private Wealth LLC
DECREASED126,130129,862-3,732-3%$27.6M$26.2M-$1.4M2026-10-28
Clear Wave Wealth Management LLC
DECREASED125,808129,659-3,851-3%$27.6M$26.2M-$1.4M2026-11-04
Invariant Investment Management
INCREASED125,414123,219+2,195+2%$26.5M$26.3M-$189.0K2026-10-08
Bright Financial Advisors, Inc.
INCREASED123,113121,866+1,247+1%$25.9M$25.6M-$319.8K2026-10-23
Titleist Asset Management, LLC
DECREASED122,271127,807-5,536-4%$27.2M$25.4M-$1.8M2026-10-08
Capital Advisors, Ltd. LLC
DECREASED122,140123,013-873-1%$26.2K$25.4M+$25.4M2026-10-27
Thrivent Financial for Lutherans
INCREASED122,038115,734+6,304+5%$24.6M$25.5M+$875.0K2026-11-05
Solidarity Wealth, LLC
DECREASED121,724127,760-6,036-5%$27.2M$25.3M-$1.9M2026-10-15
Carroll Advisory Group, LLC
INCREASED120,937118,405+2,532+2%$25.2M$25.2M-$35.7K2026-10-16
Fund Evaluation Group, LLC
INCREASED120,444119,857+587+0%$25.5M$25.1M-$447.2K2026-11-05
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED120,428120,123+305+0%$25.6M$26.0M+$445.5K2026-10-21
Equitable Trust Co
INCREASED118,202115,702+2,500+2%$24.6M$24.6M-$29.5K2026-10-13
WealthBridge Capital Management, LLC
INCREASED116,771115,779+992+1%$24.6M$24.3M-$343.6K2026-10-16
Heck Capital Advisors, LLC
INCREASED116,413103,491+12,922+12%$22.0M$24.2M+$2.2M2026-10-14
Tucker Asset Management LLC
INCREASED114,282111,161+3,121+3%$23.7M$23.8M+$121.2K2026-10-29
Compass Wealth Management LLC
INCREASED113,047112,435+612+1%$23.9M$23.5M-$406.8K2026-10-22
Ballast, Inc.
INCREASED111,21199,938+11,273+11%$21.3M$23.1M+$1.9M2026-10-20
Roth Financial Partners LLC
DECREASED110,735113,477-2,742-2%$24.1M$23.0M-$1.1M2026-10-06
Partnership Wealth Management, LLC
DECREASED110,500118,841-8,341-7%$25.3M$23.0M-$2.3M2026-10-05
Davidson Kahn Capital Management, LLC
INCREASED110,348105,522+4,826+5%$22.5M$23.0M+$503.5K2026-10-26
Summit Investment Advisors, Inc.\KS
INCREASED110,13799,724+10,413+10%$21.2M$22.9M+$1.7M2026-11-05
Baker Avenue Asset Management, LP
DECREASED109,218109,877-659-1%$23.4M$22.7M-$659.1K2026-11-06
Merit Financial Group, LLC
DECREASED105,373114,293-8,920-8%$24.3M$21.9M-$2.4M2026-11-06
Kopp Family Office, LLC
DECREASED103,025106,723-3,698-3%$22.7M$21.4M-$1.3M2026-10-21
Walker Financial Services, Inc.
INCREASED101,84693,563+8,283+9%$19.9M$21.2M+$1.3M2026-10-26
Peak Financial Management, Inc.
INCREASED101,39199,142+2,249+2%$21.1M$21.1M-$3.1K2026-10-16
Breakwater Capital Group
INCREASED98,24698,099+147+0%$20.9M$20.4M-$435.3K2026-10-09
FSA Wealth Partners, Inc.
INCREASED97,46088,723+8,737+10%$18.9M$20.3M+$1.4M2026-10-26
Continuum Wealth Advisors, LLC
NEW97,321—+97,321——$20.2M—2026-10-20
Kaydan Wealth Management, Inc.
DECREASED95,17997,323-2,144-2%$20.7M$19.8M-$908.3K2026-10-08
Willis Investment Counsel
INCREASED94,87292,880+1,992+2%$19.8M$19.7M-$26.8K2026-10-20
Compton Wealth Advisory Group, LLC
DECREASED94,69896,831-2,133-2%$20.7M$19.8M-$872.7K2026-10-13
VestGen Advisors, LLC
INCREASED94,56693,313+1,253+1%$19.9M$19.7M-$182.6K2026-10-27
Sard Wealth Management Group, LLC
INCREASED94,43792,955+1,482+2%$19.8M$19.6M-$133.3K2026-10-16
Union Bancaire Privee, UBP SA
INCREASED92,5253,435+89,090+2594%$731.8K$16.3M+$15.6M2026-11-04
Echo45 Advisors LLC
INCREASED91,50487,450+4,054+5%$18.6M$19.0M+$427.9K2026-10-07
Sightline Wealth Advisors, LLC
DECREASED90,271105,776-15,505-15%$22.5M$18.8M-$3.7M2026-10-21
Sanders Morris Harris LLC
NEW89,641—+89,641——$18.9M—2026-10-14
Allegheny Financial Group
INCREASED89,48482,666+6,818+8%$17.6M$18.6M+$1.0M2026-11-05
GFS Advisors, LLC
INCREASED89,39879,718+9,680+12%$29.1K$18.6M+$18.6M2026-11-03
VMS Asset Management Limited
NEW89,090—+89,090——$18.5M—2026-10-15
Strategic Point Investment Advisors, LLC
NEW88,385—+88,385——$18.4M—2026-10-29
Spectrum Asset Management, Inc. (NB )
DECREASED88,153125,941-37,788-30%$26.8M$18.3M-$8.5M2026-10-19
Pinnacle Wealth Management Advisory Group, LLC
INCREASED88,05587,259+796+1%$18.6M$18.3M-$248.7K2026-10-23
ADG Wealth Management Group, LLC
INCREASED86,67685,674+1,002+1%$18.2M$18.0M-$198.6K2026-10-23
Sage Rhino Capital LLC
INCREASED85,60185,528+73+0%$18.2M$17.8M-$391.1K2026-10-28
Caldwell Trust Co
INCREASED84,61781,280+3,337+4%$17.3M$17.6M+$308.1K2026-10-30
Howland Capital Management LLC
INCREASED84,35377,065+7,288+9%$16.4M$17.5M+$1.1M2026-10-22
Karras Company, Inc.
DECREASED83,51184,980-1,469-2%$18.1M$17.4M-$709.2K2026-10-16
Basso Capital Management, L.P.
INCREASED82,86067,361+15,499+23%$14.3M$17.2M+$2.9M2026-10-30
Harbor Investment Advisory, LLC
INCREASED81,76973,046+8,723+12%$15.5M$17.0M+$1.5M2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED80,20179,265+936+1%$16.9M$16.7M-$181.7K2026-10-13
Ndwm LLC
INCREASED80,18677,021+3,165+4%$16.4M$16.7M+$292.6K2026-11-05
Cullen T Bankers, Inc.
DECREASED80,08283,096-3,014-4%$17.7M$16.7M-$1.0M2026-10-28
Jacksonville Wealth Management, LLC
INCREASED79,16772,250+6,917+10%$15.4M$16.5M+$1.1M2026-10-30
Archer Investment Corp
INCREASED78,96871,262+7,706+11%$15.2M$16.4M+$1.3M2026-11-05
Dumont & Blake Investment Advisors LLC
DECREASED78,79679,451-655-1%$16.9M$16.4M-$513.6K2026-10-28
Redhawk Wealth Advisors, Inc.
DECREASED78,320113,742-35,422-31%$24.2M$16.3M-$7.9M2026-10-14
Cidel Asset Management Inc
INCREASED78,18078,090+90+0%$16.6M$16.3M-$352.2K2026-10-29
Walleye Partners, LLC
INCREASED77,93675,732+2,204+3%$16.1M$16.2M+$98.7K2026-10-13
Manchester Financial Inc
DECREASED77,29578,708-1,413-2%$16.7M$16.1M-$667.8K2026-10-15
LeConte Wealth Management, LLC
DECREASED76,81592,833-16,018-17%$19.8M$16.0M-$3.8M2026-10-20
Berman McAleer LLC
INCREASED76,79676,633+163+0%$16.3M$16.0M-$330.0K2026-10-16
Walled Lake Planning & Wealth Management, LLC
INCREASED76,71371,996+4,717+7%$15.3M$16.0M+$639.3K2026-10-29
Courier Capital LLC
DECREASED75,85386,838-10,985-13%$18.5M$15.8M-$2.7M2026-10-19
Commerce Advisors, LLC
INCREASED75,42554,374+21,051+39%$11.6M$15.7M+$4.1M2026-10-19
IPG Investment Advisors LLC
DECREASED74,97575,763-788-1%$16.1M$15.6M-$523.7K2026-10-30
True North Advisors, LLC
INCREASED74,63664,882+9,754+15%$13.8M$15.5M+$1.7M2026-10-22
Park Avenue Securities LLC
INCREASED74,23171,392+2,839+4%$15.2M$15.4M+$251.0K2026-10-26
Capital Investment Advisors, LLC
INCREASED73,42272,675+747+1%$15.5M$15.3M-$189.8K2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
DECREASED73,08775,186-2,099-3%$16.0M$15.2M-$793.9K2026-10-29
Perigon Wealth Management, LLC
INCREASED73,03559,506+13,529+23%$12.7M$15.2M+$2.5M2026-10-22
Refined Wealth Management
INCREASED72,71765,994+6,723+10%$14.0M$15.1M+$1.1M2026-10-13
Focused Wealth Management, Inc
INCREASED72,34572,073+272+0%$15.3M$15.0M-$285.8K2026-10-30
Beacon Capital Management, Inc.
INCREASED72,00140,659+31,342+77%$8.7M$15.0M+$6.3M2026-10-13
Advisor OS, LLC
INCREASED71,86362,207+9,656+16%$13.2M$14.9M+$1.7M2026-11-03
Verdence Capital Advisors LLC
INCREASED71,58520,369+51,216+251%$4.3M$14.9M+$10.6M2026-10-26
L. Roy Papp & Associates, LLP
DECREASED71,20172,831-1,630-2%$15.5M$14.8M-$684.9K2026-10-21
Juncture Wealth Strategies, LLC
INCREASED71,02669,798+1,228+2%$14.9M$14.8M-$76.1K2026-10-06
Matthew Goff Investment Advisor, LLC
DECREASED70,09770,422-3250%$15.0M$14.6M-$402.1K2026-10-13
Greenwood Gearhart LLC
INCREASED69,73769,435+302+0%$14.8M$14.5M-$267.1K2026-11-02
Prospera Financial Services Inc
INCREASED69,61755,082+14,535+26%$11.7M$15.2M+$3.5M2026-11-04
Sterling Manor Financial, LLC
NEW68,390—+68,390——$14.2M—2026-10-21
Adventist Health System Sunbelt Healthcare Corp
NEW68,100—+68,100——$14.2M—2026-11-02
Woodard & Co Asset Management Group Inc
INCREASED68,09866,209+1,889+3%$14.1M$14.2M+$78.3K2026-11-03
Parkside Investments, LLC
DECREASED68,04174,865-6,824-9%$15.9M$14.2M-$1.8M2026-10-20
Cabot Wealth Management Inc
INCREASED67,77066,033+1,737+3%$14.0M$14.1M+$47.5K2026-11-05
Aspen Investment Management Inc
DECREASED66,66666,777-1110%$14.2K$13.9M+$13.9M2026-11-05
Apollon Wealth Management, LLC
INCREASED65,91533,103+32,812+99%$7.0M$13.7M+$6.7M2026-10-23
Retirement Financial Solutions, LLC
INCREASED65,13763,448+1,689+3%$13.5M$13.5M+$50.0K2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED65,00065,00000%$13.8M$13.5M-$308.8K2026-11-03
Chemung Canal Trust Co
INCREASED64,84664,068+778+1%$13.6M$13.5M-$142.5K2026-11-04
Guidance Capital, Inc
INCREASED64,75763,627+1,130+2%$13.7M$14.2M+$561.5K2026-11-03
Norris Perne & French LLP
INCREASED64,59763,624+973+2%$13.5M$13.4M-$99.9K2026-10-23
Y.D. More Investments Ltd
INCREASED64,5851,116+63,469+5687%$236.1K$13.5M+$13.2M2026-11-02
Wealthcare Advisory Partners LLC
INCREASED64,09259,240+4,852+8%$12.6M$13.3M+$727.9K2026-10-21
Courage Miller Partners, LLC
INCREASED63,95062,067+1,883+3%$13.2M$13.3M+$97.0K2026-10-21
Lynx Capital Group LTD
INCREASED62,51562,491+24+0%$13.3M$13.0M-$292.0K2026-11-04
Quattro Financial Advisors LLC
INCREASED62,13958,354+3,785+6%$12.4M$12.9M+$510.2K2026-10-15
Summit Global Investments
NEW61,775—+61,775——$12.9M—2026-10-28
Cypress Financial Planning LLC
NEW61,719—+61,719——$12.8M—2026-10-09
Koshinski Asset Management, Inc.
INCREASED61,59457,874+3,720+6%$12.3M$12.8M+$498.9K2026-10-29
Private Wealth Group, LLC
INCREASED59,94657,736+2,210+4%$12.3M$12.5M+$185.5K2026-10-19
Sigma Planning Corp
INCREASED59,14058,565+575+1%$12.5M$12.3M-$158.5K2026-10-23
Raab & Moskowitz Asset Management LLC
INCREASED58,65358,196+457+1%$12.4M$12.2M-$181.4K2026-11-02
Capital Investment Advisory Services, LLC
DECREASED58,60163,330-4,729-7%$13.5M$12.2M-$1.3M2026-10-30
Independent Financial Group, LLC
INCREASED58,23455,550+2,684+5%$11.8M$12.1M+$294.3K2026-10-13
First Financial Bank - Trust Division
INCREASED58,04457,022+1,022+2%$12.1M$12.1M-$58.5K2026-10-01
Greenleaf Trust
UNCHANGED57,90757,90700%$12.3M$12.0M-$275.1K2026-10-29
Granville Capital, Inc.
INCREASED57,62353,946+3,677+7%$11.5M$12.0M+$508.8K2026-11-05
Wealth Forward, LLC
DECREASED56,97799,149-42,172-43%$21.1M$11.9M-$9.2M2026-10-14
Prairie Advisory, LLC
INCREASED56,59424,845+31,749+128%$5.3M$11.8M+$6.5M2026-10-19
Virtue Capital Management, LLC
DECREASED56,46563,832-7,367-12%$13.6M$11.7M-$1.8M2026-10-29
Instrumental Wealth, LLC
INCREASED56,44254,025+2,417+4%$11.5M$11.7M+$246.2K2026-10-20
Yelin Lapidot Holdings Management Ltd.
UNCHANGED56,19056,19000%$12.0M$11.7M-$266.9K2026-10-26
Paulson Wealth Management Inc.
INCREASED55,99540,960+15,035+37%$8.7M$11.6M+$2.9M2026-11-02
Atlas Private Wealth Advisors
DECREASED55,93956,827-888-2%$12.1M$11.6M-$454.5K2026-10-23
Prism Advisors, Inc.
DECREASED55,91359,876-3,963-7%$12.7M$11.8M-$893.5K2026-10-09
Frank, Rimerman Advisors LLC
DECREASED55,89956,074-1750%$11.9M$11.6M-$302.9K2026-10-16
Analyst IMS Investment Management Services Ltd.
UNCHANGED55,70055,70000%$11.9M$11.6M-$264.0K2026-11-05
Clarus Group, Inc.
INCREASED55,53854,733+805+1%$11.6M$11.6M-$92.5K2026-10-21
Integrated Advisors Network LLC
DECREASED54,58758,945-4,358-7%$12.5M$11.4M-$1.2M2026-10-20
Mesirow Financial Investment Management, Inc.
INCREASED54,14046,627+7,513+16%$9.9M$11.3M+$1.3M2026-11-05
Strategic Family Wealth Counselors, L.L.C.
INCREASED53,75653,351+405+1%$11.4M$11.2M-$169.2K2026-10-29
Fire Capital Management LLC
INCREASED53,70746,489+7,218+16%$9.9M$11.2M+$1.3M2026-10-27
Carnegie Investment Counsel
DECREASED53,54053,986-446-1%$11.5M$11.1M-$349.1K2026-10-20
Bryn Mawr Trust Advisors, LLC
INCREASED53,47949,961+3,518+7%$10.6M$11.1M+$494.5K2026-11-04
Flagship Harbor Advisors, LLC
INCREASED52,69051,999+691+1%$11.1M$11.0M-$103.4K2026-10-26
ZWJ Investment Counsel Inc
INCREASED52,35649,620+2,736+6%$10.6M$10.9M+$333.5K2026-10-15
Ironwood Financial, llc
INCREASED52,17950,597+1,582+3%$10.8M$10.9M+$15.0K2026-10-20
Modera Wealth Management, LLC
INCREASED51,10350,815+288+1%$10.8M$10.6M-$181.4K2026-10-28
Quad-Cities Investment Group, LLC
INCREASED50,49849,623+875+2%$10.6M$10.5M-$53.7K2026-10-16
New England Private Wealth Advisors LLC
INCREASED49,68149,529+152+0%$10.6M$10.3M-$243.2K2026-10-19
Ticino Wealth
INCREASED49,54924,077+25,472+106%$5.1M$10.3M+$5.2M2026-10-13
Blue Bell Private Wealth Management, LLC
INCREASED49,42749,235+192+0%$10.5M$10.3M-$193.9K2026-10-29
Acima Private Wealth, LLC
DECREASED49,20949,806-597-1%$10.6M$10.2M-$360.8K2026-10-05
First United Bank & Trust
INCREASED49,20647,370+1,836+4%$10.1M$10.2M+$156.9K2026-10-22
Fluent Financial, LLC
INCREASED48,81840,438+8,380+21%$8.6M$10.2M+$1.6M2026-10-13
CMG Global Holdings, LLC
INCREASED48,74845,186+3,562+8%$9.6M$10.1M+$526.3K2026-10-14
Parallel Advisors, LLC
DECREASED48,18252,863-4,681-9%$11.2M$10.0M-$1.2M2026-11-03
Hidden Cove Wealth Management, LLC
NEW47,749—+47,749——$9.9M—2026-10-19
TigerOak Management, L.L.C.
INCREASED47,72946,152+1,577+3%$9.8M$9.9M+$108.8K2026-10-23
Winthrop Capital Management, LLC
DECREASED47,70748,623-916-2%$10.3M$9.9M-$422.1K2026-11-05
Reicon Wealth Advisors, LLC
INCREASED47,66042,793+4,867+11%$9.1M$9.9M+$809.2K2026-11-04
LCW Services, LLC
INCREASED47,39244,089+3,303+7%$9.4M$9.9M+$477.7K2026-10-21
Atria Investments, Inc
INCREASED47,31535,595+11,720+33%$7.6M$9.8M+$2.3M2026-10-15
Kestra Private Wealth Services, LLC
DECREASED47,30653,625-6,319-12%$11.4M$9.8M-$1.6M2026-10-30
Firestone Capital Management
INCREASED47,18046,893+287+1%$10.0M$9.8M-$163.0K2026-11-03
Parsons Capital Management Inc
INCREASED46,53345,246+1,287+3%$9.6M$9.7M+$52.9K2026-10-28
Intesa Sanpaolo Wealth Management
INCREASED46,41840,000+6,418+16%$8.5M$9.7M+$1.1M2026-10-28
Great Diamond Partners, LLC
INCREASED46,01031,345+14,665+47%$6.7M$9.6M+$2.9M2026-10-13
Bokf, NA
DECREASED45,59647,283-1,687-4%$10.1M$9.5M-$575.5K2026-10-27
DeDora Capital, Inc.
DECREASED45,27745,632-355-1%$9.7M$9.4M-$290.6K2026-10-26
Wavvest Wealth LLC
NEW45,231—+45,231——$9.4M—2026-10-21
Precedent Wealth Partners, LLC
INCREASED45,15731,171+13,986+45%$6.6M$9.4M+$2.8M2026-10-21
E&G Advisors, LLC
DECREASED44,98845,902-914-2%$9.8M$9.4M-$408.2K2026-10-13
Diesslin Group, Inc.
INCREASED44,73244,552+180+0%$9.5M$9.3M-$174.2K2026-10-14
Mirae Asset Global Investments Co., Ltd.
INCREASED44,28018,440+25,840+140%$3.9M$9.2M+$5.3M2026-11-03
Bricktown Capital, LLC
INCREASED44,2791,308+42,971+3285%$278.3K$9.2M+$8.9M2026-10-13
Nations Financial Group Inc,
INCREASED44,11342,929+1,184+3%$9.1M$9.2M+$42.4K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED43,87442,950+924+2%$9.1M$9.1M-$11.7K2026-11-05
Nicollet Investment Management, Inc.
DECREASED43,49143,786-295-1%$9.3M$9.0K-$9.3M2026-10-14
Riversedge Advisors, LLC
DECREASED43,19343,283-900%$9.2M$9.0M-$224.3K2026-10-09
McHugh Group, LLC
INCREASED42,97639,902+3,074+8%$8.5M$8.9M+$449.5K2026-10-19
BlueChip Wealth Advisors LLC
INCREASED42,82342,230+593+1%$9.0M$8.9M-$78.0K2026-11-03
Connecticut Wealth Management, LLC
DECREASED42,39944,074-1,675-4%$9.4M$8.8M-$557.8K2026-10-13
Magnus Financial Group LLC
INCREASED41,91739,320+2,597+7%$8.4M$8.7M+$353.6K2026-10-21
Blueprint Investment Partners LLC
DECREASED41,84643,789-1,943-4%$9.3M$8.7M-$612.2K2026-10-28
Steel Grove Capital Advisors, LLC
INCREASED41,78528,339+13,446+47%$6.0M$8.7M+$2.7M2026-10-13
Joel Isaacson & Co., LLC
INCREASED41,54438,224+3,320+9%$8.1M$8.6M+$509.2K2026-11-05
Financial Enhancement Group LLC
INCREASED41,11640,088+1,028+3%$8.5M$8.7M+$129.3K2026-10-08
Financial Guidance Group, Inc.
INCREASED41,04737,522+3,525+9%$8.0M$8.5M+$555.0K2026-10-21
Annex Advisory Services, LLC
DECREASED40,75144,138-3,387-8%$9.4M$8.5M-$914.1K2026-10-16
Carmel Capital Partners, LLC
NEW40,691—+40,691——$8.5M—2026-11-03
RVW Wealth, LLC
DECREASED40,42842,246-1,818-4%$9.0M$8.4M-$578.7K2026-10-06
McAdam, LLC
DECREASED40,38946,159-5,770-12%$9.8M$8.4M-$1.4M2026-10-21
Oppenheimer & Co Inc
INCREASED40,11936,612+3,507+10%$7.8M$8.3M+$555.6K2026-10-26
Sageworth Trust Co
DECREASED40,10640,425-319-1%$8.6M$8.3M-$258.4K2026-10-30
Fulton Breakefield Broenniman LLC
INCREASED40,03035,828+4,202+12%$7.6M$8.3M+$704.0K2026-11-03
Optima Capital LLC
DECREASED39,47140,468-997-2%$8.6M$8.2M-$399.8K2026-10-29
Lantern Wealth Advisors, LLC
DECREASED39,31239,534-222-1%$8.4M$8.2M-$234.0K2026-10-22
First Horizon Corp
INCREASED39,23538,272+963+3%$8.1M$8.2M+$18.5K2026-10-26
Procyon Advisors, LLC
DECREASED39,01848,171-9,153-19%$10.2M$8.1M-$2.1M2026-10-21
Cadinha & Co LLC
NEW38,824—+38,824——$8.1M—2026-10-22
Citizens Financial Group Inc
DECREASED38,60440,534-1,930-5%$8.6M$8.0M-$594.0K2026-10-23
Burke & Herbert Bank & Trust Co
INCREASED38,35335,733+2,620+7%$7.6M$8.0M+$375.3K2026-11-02
BigSur Wealth Management LLC
INCREASED38,10033,229+4,871+15%$7.1M$7.9M+$855.4K2026-10-13
Hilltop National Bank
UNCHANGED38,02538,02500%$8.1M$7.9M-$180.6K2026-10-14
Gainplan LLC
INCREASED37,99034,228+3,762+11%$7.3M$7.9M+$620.0K2026-10-09
Diversified Management Inc
INCREASED37,96235,617+2,345+7%$7.6M$7.9M+$318.5K2026-10-08
Lifestyle Asset Management, Inc.
DECREASED37,72938,908-1,179-3%$8.3M$7.8M-$430.1K2026-10-20
Cherry Tree Wealth Management, LLC
INCREASED37,48135,492+1,989+6%$7.6M$7.8M+$245.1K2026-10-15
Curbstone Financial Management Corp
DECREASED37,39137,991-600-2%$8.1M$7.8M-$305.3K2026-10-21
Clear Creek Financial Management, LLC
INCREASED37,32117,617+19,704+112%$3.7M$7.8M+$4.0M2026-10-28
Blueprint Financial Advisors LLC
DECREASED37,20337,343-1400%$7.9M$7.7M-$206.5K2026-10-28
Lakeshore Financial Planning, Inc.
DECREASED36,55137,547-996-3%$8.0M$7.6M-$385.7K2026-10-13
Birch Hill Investment Advisors LLC
INCREASED36,48134,540+1,941+6%$7.3M$7.6M+$239.7K2026-10-16
Garner Asset Management Corp
DECREASED36,40837,037-629-2%$7.9M$7.9M+$30.8K2026-10-30
Dynamic Advisor Solutions LLC
DECREASED36,01837,322-1,304-3%$7.9M$7.5M-$448.6K2026-10-13
Lunt Capital Management, Inc.
INCREASED35,89134,283+1,608+5%$7.3M$7.5M+$171.7K2026-10-30
Prime Capital Investment Advisors, LLC
INCREASED35,58519,922+15,663+79%$4.2M$7.4M+$3.2M2026-10-20
Excalibur Management Corp
INCREASED35,52631,472+4,054+13%$6.7M$7.4M+$693.6K2026-11-02
Joseph P. Lucia & Associates, LLC
INCREASED35,32330,687+4,636+15%$6.5M$7.3M+$818.8K2026-10-30
Jefferies Financial Group Inc.
DECREASED35,299245,830-210,531-86%$52.3M$7.3M-$45.0M2026-11-05
Abundance Wealth Counselors
INCREASED35,22634,107+1,119+3%$7.3M$7.3M+$70.5K2026-10-26
Rainier Family Wealth Inc
INCREASED35,12523,733+11,392+48%$5.0M$7.3M+$2.3M2026-11-02
Harel Insurance Investments & Financial Services Ltd.
DECREASED35,06342,463-7,400-17%$9.5K$7.3M+$7.3M2026-11-02
Waycross Investment Management Co
INCREASED34,93830,858+4,080+13%$6.6M$7.3M+$702.1K2026-10-14
Bluedoor Private Wealth, LLC
DECREASED34,50136,768-2,267-6%$7.8M$7.2M-$646.2K2026-11-05
WealthPlan Investment Management, LLC
DECREASED34,28639,613-5,327-13%$8.4M$7.1M-$1.3M2026-10-15
Bison Wealth, LLC
INCREASED34,25226,868+7,384+27%$5.8M$7.3M+$1.5M2026-10-13
Mlp3, LLC
INCREASED34,10430,937+3,167+10%$6.6M$7.1M+$511.7K2026-10-22
Fairvoy Private Wealth, LLC
DECREASED33,86340,547-6,684-16%$8.6M$7.0M-$1.6M2026-10-19
Fifth Third Wealth Advisors LLC
DECREASED33,59133,814-223-1%$7.2M$7.0M-$207.0K2026-10-22
Peddock Capital Advisors, LLC
DECREASED33,54037,720-4,180-11%$8.0M$7.0M-$1.0M2026-10-16
Black Diamond Financial, LLC
DECREASED32,90935,915-3,006-8%$7.6M$6.8M-$795.9K2026-10-26
Atwood & Palmer Inc
INCREASED32,78129,921+2,860+10%$6.4M$6.8M+$452.8K2026-10-08
Freedom Day Solutions, LLC
INCREASED32,76028,633+4,127+14%$6.1M$6.8M+$722.5K2026-10-20
Sagace Wealth Management LLC
DECREASED32,59134,785-2,194-6%$7.4M$6.8M-$621.6K2026-10-28
CapWealth Advisors, LLC
DECREASED32,37433,119-745-2%$7.0M$6.7M-$312.3K2026-10-05
Arizona State Retirement System
NEW32,361—+32,361——$6.7M—2026-11-03
Ascentis Independent Advisors
INCREASED32,2662,449+29,817+1218%$521.1K$6.7M+$6.2M2026-11-03
Phoenix Wealth Advisors
INCREASED32,19130,181+2,010+7%$6.4M$6.7M+$274.7K2026-11-03
New Wave Wealth Advisors LLC
DECREASED32,10841,117-9,009-22%$8.7M$6.8M-$1.9M2026-10-19
Carret Asset Management, LLC
INCREASED31,93430,490+1,444+5%$6.5M$6.6M+$155.7K2026-11-04
BridgePort Financial Solutions, LLC
INCREASED31,81330,333+1,480+5%$6.5M$6.6M+$163.8K2026-11-02
King Luther Capital Management Corp
INCREASED31,6929,699+21,993+227%$2.1M$6.6M+$4.5M2026-11-05
Atlantic Edge Private Wealth Management, LLC
INCREASED31,42831,262+166+1%$6.7M$6.5M-$113.9K2026-10-20
Marino, Stram & Associates LLC
INCREASED31,37831,212+166+1%$6.6M$6.5M-$113.9K2026-10-22
Saxony Capital Management, LLC
INCREASED31,35015,305+16,045+105%$3.3M$6.5M+$3.3M2026-10-15
Natixis
INCREASED31,24718,608+12,639+68%$4.0M$6.5M+$2.5M2026-11-06
NWF Advisory Services Inc.
INCREASED31,07114,317+16,754+117%$3.0M$6.5M+$3.4M2026-10-19
CRA Financial Services, LLC
INCREASED30,77429,468+1,306+4%$6.3M$6.4M+$131.6K2026-10-16
General American Investors Co Inc
UNCHANGED30,61130,61100%$6.5M$6.4M-$145.4K2026-11-02
Mountain Pacific Investment Advisers LLC
INCREASED30,55026,281+4,269+16%$5.6M$6.4M+$763.1K2026-10-29
Brown Wealth Management, LLC
INCREASED30,5124,473+26,039+582%$951.8K$6.3M+$5.4M2026-10-20
Grant Street Asset Management, Inc.
INCREASED30,38529,262+1,123+4%$6.2M$6.3M+$94.5K2026-10-26
Lanark Financial, Inc.
INCREASED30,30625,350+4,956+20%$5.4M$6.3M+$910.5K2026-10-26
FSM Wealth Advisors, LLC
INCREASED30,29230,178+114+0%$6.4M$6.5M+$32.3K2026-10-27
Exchange Traded Concepts, LLC
INCREASED30,24124,084+6,157+26%$5.1M$6.3M+$1.2M2026-10-28
Cape Investment Advisory, Inc.
INCREASED30,15030,062+88+0%$6.4M$6.3M-$124.5K2026-10-13
Johnson Bixby & Associates, LLC
DECREASED30,07730,509-432-1%$6.5M$6.3M-$234.9K2026-10-14
Stone Summit Wealth LLC
DECREASED29,98331,632-1,649-5%$6.7M$6.2M-$493.3K2026-10-14
Nvest Wealth Strategies, Inc.
INCREASED29,93128,731+1,200+4%$6.1M$6.2M+$113.2K2026-10-14
Clear Harbor Asset Management, LLC
DECREASED29,86831,196-1,328-4%$6.6M$6.2M-$424.5K2026-11-05
Patten & Patten Inc
INCREASED29,61923,884+5,735+24%$5.1M$6.2M+$1.1M2026-10-26
Grange Capital, LLC
INCREASED29,30028,217+1,083+4%$6.0M$6.1M+$91.3K2026-10-20
Lake Street Private Wealth, LLC
DECREASED29,12829,537-409-1%$6.3M$6.1M-$225.4K2026-10-22
Focus Financial Network, Inc.
DECREASED28,98429,295-311-1%$6.2M$6.0M-$203.9K2026-10-14
San Luis Wealth Advisors LLC
DECREASED28,95633,747-4,791-14%$7.2M$6.0M-$1.2M2026-10-27
Ameraudi Asset Management, Inc.
DECREASED28,81034,718-5,908-17%$7.4M$6.0M-$1.4M2026-11-05
Beese Fulmer Investment Management, Inc.
INCREASED28,80928,612+197+1%$6.1M$6.0M-$94.7K2026-10-23
International Assets Investment Management, LLC
INCREASED28,78127,943+838+3%$6.0M$6.0M+$51.9K2026-11-02
First National Bank Sioux Falls
DECREASED28,76156,621-27,860-49%$11.4M$6.0M-$5.4M2026-10-13
Horizon Wealth Management, LLC
INCREASED28,58228,223+359+1%$6.0M$5.9M-$59.2K2026-11-02
MGO One Seven LLC
INCREASED28,45923,450+5,009+21%$5.0M$5.9M+$930.7K2026-10-28
Genesis Private Wealth, LLC
INCREASED28,25028,110+140+1%$6.0M$5.9M-$104.3K2026-11-02
Aprio Wealth Management, LLC
INCREASED28,15125,523+2,628+10%$5.4M$5.9M+$425.6K2026-10-28
TCP Asset Management, LLC
DECREASED28,13828,586-448-2%$6.1M$5.9M-$180.8K2026-10-14
Investment Advisory Services Inc
INCREASED28,04225,439+2,603+10%$5.4M$5.8M+$420.5K2026-10-27
Royal Harbor Partners, LLC
INCREASED27,93527,535+400+1%$5.9M$5.8M-$47.6K2026-10-29
Central Pacific Bank - Trust Division
INCREASED27,79521,000+6,795+32%$4.5M$5.8M+$1.3M2026-10-06
Pettinga Financial Advisors LLC
DECREASED27,74529,183-1,438-5%$6.2M$5.8M-$437.8K2026-10-13
Delta Wealth Advisors LLC
INCREASED27,70527,638+67+0%$5.9M$5.8M-$117.3K2026-10-09
Sheets Smith Wealth Management
INCREASED27,49721,699+5,798+27%$4.6M$5.7M+$1.1M2026-10-16
Radnor Capital Management, LLC
DECREASED27,31029,510-2,200-7%$6.3M$5.7M-$597.8K2026-10-23
Milestone Investment Advisors LLC
DECREASED27,28827,382-940%$5.8M$5.7M-$149.6K2026-11-05
Sage Capital Management, LLC
INCREASED27,22126,861+360+1%$5.7M$5.7M-$52.7K2026-10-20
Darrow Company, Inc.
DECREASED27,21527,343-1280%$5.8M$5.7M-$156.5K2026-10-22
Romano Brothers and Company
INCREASED27,14026,832+308+1%$5.7M$5.6M-$63.4K2026-10-22
Trueblood Wealth Management, LLC
INCREASED26,67125,273+1,398+6%$5.4M$5.5M+$170.7K2026-10-23
Prevail Innovative Wealth Advisors, LLC
DECREASED26,589134,059-107,470-80%$28.5M$5.6M-$22.9M2026-10-20
Evolution Wealth Advisors, LLC
INCREASED26,54025,379+1,161+5%$5.4M$5.5M+$121.0K2026-11-03
Steinberganna Wealth Management
DECREASED26,45827,348-890-3%$5.8M$5.5M-$315.2K2026-10-23
Wespac Advisors SoCal, LLC
INCREASED26,36117,503+8,858+51%$3.7M$5.5M+$1.8M2026-10-13
Perennial Advisors, LLC
INCREASED26,33016,794+9,536+57%$3.6M$5.5M+$1.9M2026-10-13
Cordgrass Capital Advisors, LLC
INCREASED26,06925,384+685+3%$5.4M$5.4M+$21.9K2026-10-30
Wedbush Securities Inc
DECREASED25,49126,348-857-3%$5.6M$5.3K-$5.6M2026-10-22
Meridian Investment Counsel Inc.
DECREASED25,39626,636-1,240-5%$5.7M$5.3M-$384.5K2026-10-14
Strategy Asset Managers LLC
INCREASED25,34324,855+488+2%$5.3M$5.3M-$16.4K2026-10-14
RMR Capital Management, LLC
INCREASED25,20125,080+121+0%$5.3M$5.2M-$94.0K2026-10-23
Samalin Investment Counsel, LLC
INCREASED25,15423,557+1,597+7%$5.0M$5.2M+$220.3K2026-10-23
Marshall & Sterling Wealth Advisors Inc.
DECREASED24,94926,923-1,974-7%$5.7M$5.2M-$538.7K2026-10-28
Balefire, LLC
DECREASED24,90129,649-4,748-16%$6.3M$5.2M-$1.1M2026-10-09
Granite Islands Private Wealth, LLC
NEW24,765—+24,765——$5.2M—2026-10-16
Market Street Wealth Management Advisors LLC
DECREASED24,74125,006-265-1%$5.3M$5.1M-$173.9K2026-10-09
Wakefield Asset Management Lllp
DECREASED24,70625,149-443-2%$5.4M$5.1M-$211.6K2026-11-05
Axxcess Wealth Management, LLC
DECREASED24,50072,013-47,513-66%$15.3M$5.1M-$10.2M2026-10-21
Diversify Advisory Services, LLC
DECREASED24,442287,437-262,995-91%$61.9M$5.3M-$56.6M2026-10-20
Diversify Wealth Management, LLC
DECREASED24,442287,437-262,995-91%$61.9M$5.3M-$56.6M2026-10-20
Ceera Investments, LLC
INCREASED24,38024,357+23+0%$5.2M$5.1M-$110.9K2026-11-02
Confluence Wealth Services, Inc.
INCREASED24,35324,272+81+0%$5.2M$5.1M-$98.4K2026-11-05
Bailard, Inc.
INCREASED24,29723,059+1,238+5%$4.9M$5.1M+$148.2K2026-10-13
Defined Wealth Management, LLC
DECREASED24,29324,328-350%$5.2M$5.1M-$122.8K2026-10-19
Costello Asset Management, Inc
INCREASED24,18724,176+11+0%$5.1M$5.0M-$112.6K2026-10-30
Well Done, LLC
INCREASED24,14623,211+935+4%$4.9M$5.0M+$84.2K2026-10-20
Indivisible Partners
INCREASED23,5429,596+13,946+145%$2.0M$4.9M+$2.9M2026-10-26
Turning Point Benefit Group, Inc.
INCREASED23,36721,715+1,652+8%$4.6M$4.9M+$254.0K2026-10-28
Crumly & Associates Inc.
DECREASED23,20626,521-3,315-12%$5.6M$4.8M-$815.6K2026-10-07
Taylor & Morgan Wealth Management, LLC
DECREASED23,20323,999-796-3%$5.1M$4.8M-$279.6K2026-10-09
Penobscot Investment Management Company, Inc.
INCREASED23,15218,654+4,498+24%$4.0M$4.8M+$847.1K2026-10-26
Global Wealth Management, LLC
DECREASED23,09626,947-3,851-14%$5.7M$4.8M-$929.3K2026-10-15
Ironsides Asset Advisors, LLC
INCREASED23,06722,647+420+2%$4.8M$4.8M-$20.1K2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED22,77419,707+3,067+16%$4.2M$4.7M+$538.8K2026-10-13
Founders Financial Securities LLC
DECREASED22,76526,297-3,532-13%$5.6M$4.7M-$859.6K2026-10-28
LexAurum Advisors, LLC
DECREASED22,63622,647-110%$4.8M$4.7M-$109.8K2026-10-19
Mendota Financial Group, LLC
DECREASED22,61632,260-9,644-30%$6.9M$4.7M-$2.2M2026-10-07
Benchmark Financial Wealth Advisors, LLC
INCREASED22,61221,441+1,171+5%$4.6M$4.7M+$141.9K2026-10-20
Calamos Wealth Management LLC
UNCHANGED22,60122,60100%$4.8M$4.7M-$107.4K2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED22,49013,449+9,041+67%$2.9M$4.7M+$1.8M2026-10-23
Telos Capital Management, Inc.
INCREASED22,47421,643+831+4%$4.6M$4.7M+$69.9K2026-11-02
Synergy Asset Management, LLC
INCREASED22,40619,265+3,141+16%$4.1M$4.7M+$561.9K2026-11-05
Hegarty Advisors, LLC
INCREASED22,40020,777+1,623+8%$4.4M$4.7M+$238.8K2026-10-20
CVS Health Corp
INCREASED22,0002,000+20,000+1000%$425.5K$4.6M+$4.2M2026-11-05
Fonville Wealth Management LLC
DECREASED21,96422,727-763-3%$4.8M$4.6M-$266.8K2026-10-28
Krilogy Financial LLC
DECREASED21,93724,619-2,682-11%$5.2M$4.7M-$561.5K2026-10-13
AGF Management LTD
DECREASED21,91126,711-4,800-18%$5.7M$4.6M-$1.1M2026-11-03
River's Edge Wealth Management, LLC
INCREASED21,73920,958+781+4%$4.5M$4.7M+$190.7K2026-10-19
Cowa, LLC
INCREASED21,67820,840+838+4%$4.4M$4.5M+$75.5K2026-10-30
Meridian Financial Advisors, LLC
INCREASED21,42919,831+1,598+8%$4.2M$4.5M+$238.3K2026-10-14
Global Financial Private Client, LLC
INCREASED21,38620,750+636+3%$4.4M$4.4M+$33.7K2026-10-15
Boston Trust Walden Corp
INCREASED21,32111,779+9,542+81%$2.5M$4.4M+$1.9M2026-10-30
Seven Hills Financial, LLC
NEW21,064—+21,064——$4.4M—2026-10-13
Sunpointe, LLC
DECREASED20,59822,742-2,144-9%$4.8M$4.3M-$554.0K2026-10-22
Aspiriant, LLC
DECREASED20,59620,744-148-1%$4.4M$4.3M-$129.5K2026-10-16
SAX Wealth Advisors, LLC
DECREASED20,52021,412-892-4%$4.1M$4.3M+$159.3K2026-10-13
Vontobel Holding Ltd.
DECREASED20,46621,679-1,213-6%$4.6M$4.3M-$355.3K2026-10-16
Acorn Wealth Advisors, LLC
INCREASED20,34720,300+47+0%$4.3M$4.2M-$86.7K2026-10-19
First Premier Bank
DECREASED20,09820,140-420%$4.3K$4.2K-$1042026-10-13
Investment Research Partners LLC
INCREASED20,04519,213+832+4%$4.1M$4.2M+$81.8K2026-10-19
Lockheed Martin Investment Management Co
UNCHANGED20,00020,00000%$4.3M$4.2M-$95.0K2026-11-04
RIA Advisory Group LLC
DECREASED19,847306,309-286,462-94%$65.2M$4.1M-$61.0M2026-10-15
First National Bank of Mount Dora, Trust Investment Services
UNCHANGED19,82719,82700%$4.2M$4.1M-$94.2K2026-10-21
Fortress Financial Group, LLC
DECREASED19,42920,109-680-3%$4.3M$4.0M-$237.1K2026-10-21
Maltin Wealth Management, Inc.
DECREASED19,33019,576-246-1%$4.2M$4.0M-$144.1K2026-10-13
Meridian Wealth Management, LLC
INCREASED19,17513,630+5,545+41%$2.9M$4.0M+$1.1M2026-11-05
Strong Tower Advisory Services
DECREASED19,11619,205-890%$4.1M$4.0M-$109.7K2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED19,07617,455+1,621+9%$3.7M$4.0M+$254.3K2026-11-05
Jacobi Capital Management LLC
DECREASED18,93419,129-195-1%$4.1M$3.9M-$131.4K2026-11-05
Bigelow Investment Advisors, LLC
INCREASED18,90218,461+441+2%$3.9M$3.9M+$4.0K2026-10-13
TPG Advisors LLC
INCREASED18,89417,592+1,302+7%$3.7M$3.9M+$187.3K2026-10-16
Amplius Wealth Advisors, LLC
DECREASED18,74618,763-170%$4.0M$3.9M-$92.7K2026-10-20
Financial Planning Hawaii, Inc.
INCREASED18,65218,452+200+1%$3.9M$3.9M-$46.0K2026-10-13
Williams Jones Wealth Management, Llc.
INCREASED18,58717,734+853+5%$3.8M$3.9M+$93.2K2026-11-05
Equity Investment Corp
INCREASED18,45618,387+69+0%$3.9M$3.8M-$73.0K2026-11-04
Retirement Planning Group, LLC
INCREASED18,41517,640+775+4%$3.8M$3.8M+$77.4K2026-10-19
SteelPeak Wealth, LLC
INCREASED18,40015,712+2,688+17%$3.3M$3.8M+$484.5K2026-10-16
BostonPremier Wealth LLC
INCREASED18,33317,943+390+2%$3.8M$3.8M-$4.1K2026-10-16
New York Life Investment Management LLC
NEW18,297—+18,297——$3.8M—2026-11-04
KPP Advisory Services LLC
DECREASED18,22521,117-2,892-14%$4.5M$3.8M-$701.9K2026-10-26
Roger Wittlin Investment Advisory, LLC
INCREASED18,17614,160+4,016+28%$3.0M$3.8M+$768.3K2026-10-19
Verity Asset Management, Inc.
INCREASED18,02717,886+141+1%$3.8M$3.7M-$55.4K2026-10-30
Martel Wealth Advisors LLC
DECREASED17,89618,352-456-2%$3.9M$3.7M-$182.0K2026-10-14
Inscription Capital, LLC
INCREASED17,78514,914+2,871+19%$3.2M$3.7M+$526.5K2026-11-02
PFG Advisors
DECREASED17,63319,447-1,814-9%$4.1M$3.7M-$469.7K2026-10-16
Stegner Investment Associates Inc.
UNCHANGED17,63117,63100%$3.8M$3.7M-$83.7K2026-10-15
Pinnacle Wealth Planning Services, Inc.
INCREASED17,60717,280+327+2%$3.7M$3.7M-$14.2K2026-10-27
J2 Capital Management Inc
DECREASED17,57228,132-10,560-38%$6.0M$3.7M-$2.3M2026-10-19
Clarus Wealth Advisors
NEW17,045—+17,045——$3.6M—2026-10-13
Chicago Partners Investment Group LLC
INCREASED16,64416,164+480+3%$3.4M$3.6M+$178.6K2026-10-27
Cypress Capital Group
INCREASED16,58112,008+4,573+38%$2.6M$3.4M+$894.2K2026-11-03
Cushing Capital Partners, LLC
INCREASED16,57016,030+540+3%$3.4M$3.4M+$36.1K2026-10-20
Sincerus Advisory, LLC
INCREASED16,50714,703+1,804+12%$3.1M$3.4M+$305.4K2026-10-09
Wingate Wealth Advisors, Inc.
DECREASED16,50016,510-100%$3.5M$3.4M-$80.5K2026-10-26
Herbst Group, LLC
INCREASED16,48812,333+4,155+34%$2.6M$3.4M+$805.8K2026-10-20
Schuylkill Financial LLC
INCREASED16,39515,829+566+4%$3.4M$3.4M+$42.4K2026-10-21
Keystone Global Partners, LLC
DECREASED16,31616,632-316-2%$3.5M$3.4M-$144.7K2026-10-13
Kelly Financial Group LLC
DECREASED16,24316,511-268-2%$3.5M$3.4M-$134.2K2026-10-16
Alpha Omega Wealth Management LLC
INCREASED16,10915,352+757+5%$3.3M$3.4M+$84.5K2026-10-23
Lexington Hill Partners, LLC
INCREASED16,04615,999+47+0%$3.4M$3.3M-$66.3K2026-10-13
Columbia Advisory Partners LLC
NEW16,034—+16,034——$3.3M—2026-10-15
GEM Asset Management, LLC
INCREASED15,94415,511+433+3%$3.3M$3.3M+$16.6K2026-10-13
Madrid Wealth Management, LLC
INCREASED15,77315,764+9+0%$3.4M$3.3M-$72.9K2026-10-23
Graetz Wealth LLC
INCREASED15,53810,020+5,518+55%$2.1M$3.2M+$1.1M2026-10-27
Kennicott Capital Management LLC
INCREASED15,44714,872+575+4%$3.2M$3.2M+$49.0K2026-10-16
Shepherd Financial Partners LLC
DECREASED15,44415,638-194-1%$3.3M$3.2M-$114.6K2026-11-03
Heritage Wealth Management, Inc.
INCREASED15,41311,447+3,966+35%$2.4M$3.2M+$770.7K2026-10-28
Perryman Financial Advisory Inc
DECREASED15,14115,201-600%$3.2M$3.1M-$84.6K2026-10-16
Baker Ellis Asset Management LLC
INCREASED15,08615,085+1+0%$3.2M$3.1M-$71.5K2026-10-14
Fiduciary Alliance LLC
DECREASED15,07715,288-211-1%$3.3M$3.1M-$116.5K2026-10-13
GC Wealth Management RIA, LLC
INCREASED15,03114,750+281+2%$3.1M$3.1M-$11.6K2026-11-02
Washington Trust Co
INCREASED14,95714,079+878+6%$3.0M$3.1M+$115.8K2026-10-22
AdvisorNet Financial, Inc
INCREASED14,95514,637+318+2%$3.1M$3.2M+$57.5K2026-10-15
Kestra Investment Management, LLC
INCREASED14,94914,110+839+6%$3.0M$3.1M+$107.5K2026-11-04
Roman Butler Fullerton & Co
DECREASED14,84216,311-1,469-9%$3.5M$3.2M-$326.8K2026-10-27
Crescent Grove Advisors, LLC
INCREASED14,75914,105+654+5%$3.0M$3.1M+$69.0K2026-10-21
Brighton Jones LLC
INCREASED14,75514,558+197+1%$3.1M$3.1M-$28.1K2026-11-03
Quantum Financial Partners LLC
INCREASED14,73111,825+2,906+25%$2.5M$3.1M+$548.3K2026-10-19
Lord & Richards Wealth Management, LLC
DECREASED14,72917,775-3,046-17%$3.8M$3.1M-$717.7K2026-10-14
Moneco Advisors, LLC
INCREASED14,69113,288+1,403+11%$2.8M$3.1M+$228.7K2026-11-05
Private Client Services, LLC
INCREASED14,66414,617+47+0%$3.1M$3.1M-$59.7K2026-10-02
Riverbend Wealth Management, LLC
INCREASED14,62414,073+551+4%$3.0M$3.0M+$47.7K2026-10-15
Spire Wealth Management
DECREASED14,56024,556-9,996-41%$5.2M$3.0M-$2.2M2026-10-30
Monument Capital Management
UNCHANGED14,50514,50500%$3.1M$3.0M-$68.9K2026-10-09
Brindle & Bay Financial Advisors, LLC
INCREASED14,48312,261+2,222+18%$2.6M$3.0M+$404.0K2026-10-15
Tandem Investment Partners LLC
DECREASED14,46514,660-195-1%$3.1M$3.0M-$110.2K2026-10-16
Lyell Wealth Management, LP
DECREASED14,40514,773-368-2%$3.1M$3.0M-$146.7K2026-10-30
Smith Chas P & Associates PA Cpas
UNCHANGED14,40314,40300%$3.1M$3.1M+$19.0K2026-10-22
Trinity Wealth Management, LLC
INCREASED14,37614,272+104+1%$3.0M$3.0M-$46.2K2026-10-13
Avail Investment Partners, LLC
INCREASED14,31613,775+541+4%$2.9M$3.0M+$47.1K2026-10-16
Fearless Solutions, LLC dba Best Invest
INCREASED14,30613,988+318+2%$3.0M$3.0M-$1512026-10-14
Independent Wealth Advisors LLC
INCREASED14,23310,259+3,974+39%$2.2M$3.0M+$778.0K2026-10-27
Comprehensive Financial Consultants Institutional, Inc.
NEW14,130—+14,130——$2.9M—2026-10-15
Private Trust Co NA
DECREASED14,01915,100-1,081-7%$3.2M$2.9M-$296.6K2026-10-20
Cornerstone Wealth Group, LLC
INCREASED13,99413,375+619+5%$2.8M$2.9M+$65.2K2026-11-02
Soundwatch Capital LLC
UNCHANGED13,81913,81900%$2.9M$2.9M-$42.0K2026-11-04
Shrier Wealth Management, LLC
INCREASED13,71213,103+609+5%$2.8M$2.9M+$64.4K2026-10-20
Retireful, LLC
DECREASED13,63946,086-32,447-70%$9.8M$2.8M-$7.0M2026-10-09
Klingman & Associates, LLC
UNCHANGED13,60313,60300%$2.9M$2.8M-$64.6K2026-10-20
Parisi Gray Wealth Management
INCREASED13,58712,433+1,154+9%$2.6M$2.8M+$181.0K2026-10-16
Mather Group, Llc.
INCREASED13,4558,548+4,907+57%$1.8M$2.8M+$980.1K2026-10-14
Visionary Horizons, LLC
DECREASED13,35213,395-430%$2.9M$2.8M-$72.5K2026-10-22
Sowell Financial Services LLC
DECREASED13,32513,479-154-1%$2.9M$2.8M-$96.1K2026-10-23
Meadow Creek Wealth Advisors LLC
DECREASED13,28813,346-580%$2.8M$2.8M-$75.5K2026-11-02
First Heartland Consultants, Inc.
INCREASED13,2714,028+9,243+229%$857.0K$2.8M+$1.9M2026-10-08
Old National Bancorp
DECREASED13,27013,285-150%$2.8M$2.8M-$66.2K2026-10-20
AFG Fiduciary Services Limited Partnership
INCREASED13,2179,970+3,247+33%$2.1M$2.8M+$676.5K2026-10-21
Investment House LLC
DECREASED13,14813,734-586-4%$2.9M$2.7M-$187.1K2026-10-21
AlphaStar Capital Management, LLC
INCREASED13,11411,339+1,775+16%$2.4M$2.7M+$315.4K2026-10-16
First National Trust Co
INCREASED13,08812,949+139+1%$2.8M$2.7M-$32.6K2026-10-28
Epiq Partners, LLC
DECREASED12,98813,736-748-5%$2.9M$2.7M-$220.8K2026-10-07
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED12,87831,239-18,361-59%$2.8M$2.7M-$133.0K2026-10-14
Worth Asset Management, LLC
INCREASED12,8578,851+4,006+45%$1.9M$2.7M+$791.3K2026-10-07
Milestone Asset Management Group, LLC
INCREASED12,74311,919+824+7%$2.5M$2.7M+$115.0K2026-10-20
Hourglass Capital, LLC
UNCHANGED12,62012,62000%$2.7M$2.6M-$59.9K2026-10-26
Burns J W & Co Inc
DECREASED12,60012,655-550%$2.7M$2.6M-$71.5K2026-10-20
Redw Wealth LLC
UNCHANGED12,56412,56400%$2.7M$2.6M-$59.7K2026-11-02
Financial Solutions Advisory Group, Inc.
INCREASED12,50712,451+56+0%$2.7M$2.7M+$19.3K2026-10-28
Hyposwiss Advisors SA
DECREASED12,48012,745-265-2%$2.7M$2.6M-$115.3K2026-10-26
Omni 360 Wealth, Inc.
INCREASED12,39712,291+106+1%$2.6M$2.6M-$36.3K2026-10-13
Fifth Third Securities, Inc.
INCREASED12,2068,570+3,636+42%$1.8M$2.5M+$715.7K2026-10-21
Corda Investment Management, Llc.
INCREASED12,17012,015+155+1%$2.6M$2.5M-$24.8K2026-10-22
Birinyi Associates Inc
DECREASED12,11614,844-2,728-18%$3.2M$2.5M-$638.0K2026-10-28
Pension & Wealth Management Advisors, Inc.
INCREASED12,10012,050+50+0%$2.6M$2.5M-$46.8K2026-10-16
Triangle Securities Wealth Management
INCREASED12,00511,751+254+2%$2.5M$2.5M-$3.0K2026-10-14
SeaBridge Investment Advisors LLC
INCREASED11,9703,395+8,575+253%$722.4K$2.5M+$1.8M2026-11-02
Root Financial Partners, LLC
DECREASED11,96312,122-159-1%$2.6M$2.5M-$90.7K2026-10-21
Wedmont Private Capital
INCREASED11,92410,424+1,500+14%$2.2M$2.5M+$292.5K2026-10-09
Trilogy Capital Inc.
INCREASED11,90211,695+207+2%$2.5M$2.5M-$12.5K2026-10-20
ASL Financial, LLC
INCREASED11,89911,173+726+7%$2.4M$2.5M+$98.0K2026-10-15
Macroview Investment Management LLC
INCREASED11,86610,970+896+8%$2.3M$2.5M+$134.3K2026-10-26
Moss Adams Wealth Advisors LLC
DECREASED11,86611,962-96-1%$2.5M$2.5M-$76.8K2026-10-28
BKM Wealth Management, LLC
INCREASED11,78911,052+737+7%$2.4M$2.5M+$100.8K2026-10-22
MTM Investment Management, LLC
DECREASED11,77911,945-166-1%$2.5M$2.5M-$91.3K2026-10-30
Outlook Wealth Advisors, LLC
DECREASED11,77711,920-143-1%$2.5M$2.4M-$86.2K2026-10-28
Dodds Wealth, LLC
INCREASED11,76211,761+1+0%$2.5M$2.4M-$55.7K2026-11-02
Net Worth Advisory Group
DECREASED11,58411,779-195-2%$2.5M$2.4M-$85.2K2026-10-20
Gilbert Capital Group, Inc.
INCREASED11,4729,543+1,929+20%$2.0M$2.4M+$355.9K2026-10-28
Asset Allocation & Management Company, LLC
UNCHANGED11,46811,46800%$2.4K$2.4K-$542026-10-13
American Capital Advisory, LLC
DECREASED11,34211,573-231-2%$2.5M$2.4M-$103.0K2026-10-28
KWB Wealth
INCREASED11,22011,214+6+0%$2.4M$2.3M-$52.1K2026-10-16
Compass Wealth Management, LLC
DECREASED11,18811,222-340%$2.4M$2.3M-$60.2K2026-10-30
Hudson Oak Wealth Advisory LLC
INCREASED11,15611,154+2+0%$2.4M$2.3M-$52.6K2026-10-16
Larry Mathis Financial Planning, LLC
INCREASED11,135993+10,142+1021%$211.3K$2.3M+$2.1M2026-10-26
RFG Advisory, LLC
INCREASED11,1345,814+5,320+92%$1.2M$2.3M+$1.1M2026-11-03
Patriot Investment Management Group, Inc.
UNCHANGED11,08011,08000%$2.4M$2.3M-$52.6K2026-10-15
Balentine LLC
INCREASED10,91510,597+318+3%$2.3M$2.3M+$15.8K2026-11-03
Farnam Financial LLC
DECREASED10,87412,355-1,481-12%$2.6M$2.3M-$300.7K2026-10-21
Charis Legacy Partners, LLC
INCREASED10,85810,780+78+1%$2.3M$2.3M-$35.1K2026-10-22
SevenBridge Financial Group, LLC
DECREASED10,82810,908-80-1%$2.4M$2.3M-$63.4K2026-10-26
Lionsbridge Wealth Management LLC
DECREASED10,70511,658-953-8%$2.5M$2.2M-$253.6K2026-10-26
Tranquility Partners, LLC
DECREASED10,64011,377-737-6%$2.4M$2.2M-$207.2K2026-10-20
Flagstar Securities, Inc
INCREASED10,6217,376+3,245+44%$1.6M$2.2M+$639.8K2026-10-15
Visionary Wealth Advisors
DECREASED10,59810,850-252-2%$2.3M$2.2M-$103.9K2026-11-04
Creekside Partners
DECREASED10,54110,691-150-1%$2.3M$2.2M-$82.0K2026-11-04
Riverbridge Partners LLC
INCREASED10,5265,673+4,853+86%$1.2M$2.2M+$982.6K2026-11-05
Gerber Kawasaki Wealth & Investment Management
DECREASED10,43710,645-208-2%$2.3M$2.2M-$94.0K2026-10-29
Rooted Wealth Advisors, Inc.
UNCHANGED10,38210,38200%$2.2M$2.2M$02026-11-03
Blue Jean Financial LLC
DECREASED10,36210,821-459-4%$2.3M$2.2M-$146.9K2026-10-20
Beacon Financial Advisory LLC
DECREASED10,29611,190-894-8%$2.4M$2.1M-$239.0K2026-10-16
NovaPoint Capital, LLC
INCREASED10,2779,834+443+5%$2.1M$2.1M+$45.4K2026-10-22
Focused Alpha, LLC
INCREASED10,2729,784+488+5%$2.1M$2.1M+$55.0K2026-10-20
Taylor Securities Services, Inc.
INCREASED10,2659,618+647+7%$2.0M$2.1M+$88.8K2026-10-20
Elevate Capital Advisors, LLC
NEW10,090—+10,090——$2.1M—2026-11-02
Evergreen Capital Management LLC
INCREASED10,0839,929+154+2%$2.1M$2.1M-$15.1K2026-10-23
Guyasuta Investment Advisors Inc
INCREASED10,07510,052+23+0%$2.1M$2.1M-$43.1K2026-10-15
Savior LLC
NEW10,049—+10,049——$2.1M—2026-10-13
St. Louis Trust Co
UNCHANGED9,9729,97200%$6.1M$2.1M-$4.0M2026-11-03
Keystone Wealth Services, LLC
INCREASED9,9299,388+541+6%$2.0M$2.1M+$82.5K2026-11-03
Independent Solutions Wealth Management, LLC
DECREASED9,9179,982-65-1%$2.1M$2.1M-$60.9K2026-10-28
Global Assets Advisory, LLC
INCREASED9,9028,630+1,272+15%$1.8M$2.1M+$243.1K2026-10-28
Avestar Capital, LLC
DECREASED9,7199,762-430%$2.1M$2.0M-$55.3K2026-10-28
Louisbourg Investments Inc.
INCREASED9,678270+9,408+3484%$41.1K$1.5M+$1.4M2026-10-20
Vigilare Wealth Management
DECREASED9,67537,457-27,782-74%$8.0M$2.0M-$6.0M2026-10-29
Midwest Trust Co
INCREASED9,6358,561+1,074+13%$1.8M$2.0M+$182.7K2026-10-22
Park Edge Advisors, LLC
NEW9,601—+9,601——$2.0M—2026-10-28
Milestone Asset Management, LLC
INCREASED9,5911,150+8,441+734%$244.9K$2.0M+$1.8M2026-10-15
Professional Advisory Services Inc
INCREASED9,5819,257+324+4%$2.0K$2.0K+$232026-10-08
J. Safra Sarasin Holding AG
DECREASED9,38111,036-1,655-15%$2.2M$1.8M-$352.2K2026-10-26
Elm3 Financial Group, LLC
INCREASED9,3799,162+217+2%$1.9M$2.0M+$1.7K2026-10-07
Grove Bank & Trust
INCREASED9,3799,169+210+2%$2.0M$2.0M+$1322026-10-08
Cornerstone Wealth Management, LLC
INCREASED9,3207,230+2,090+29%$1.5M$1.9M+$400.5K2026-11-04
Deltec Asset Management LLC
UNCHANGED9,3179,31700%$2.0M$1.9M-$44.3K2026-10-26
Weil Company, Inc.
DECREASED9,31610,041-725-7%$2.1M$1.9M-$198.5K2026-10-14
First Merchants Corp
DECREASED9,2889,515-227-2%$2.0M$1.9M-$92.4K2026-10-15
PW Nova Financial Services LLC
DECREASED9,26711,233-1,966-17%$2.4M$1.9M-$462.4K2026-10-15
Regions Financial Corp
DECREASED9,2489,609-361-4%$2.0M$1.9M-$120.7K2026-11-05
Trust Co of Vermont
INCREASED9,2458,116+1,129+14%$1.7M$1.9M+$196.3K2026-10-21
Signaturefd, LLC
DECREASED9,1939,361-168-2%$2.0M$1.9M-$79.3K2026-10-23
Noble Wealth Management PBC
INCREASED9,1238,574+549+6%$1.8M$1.9M+$73.3K2026-10-01
Avidian Wealth Enterprises, LLC
DECREASED9,04410,256-1,212-12%$2.2M$1.9M-$300.8K2026-10-08
Ritholtz Wealth Management
INCREASED9,0236,683+2,340+35%$1.4M$1.9M+$455.1K2026-11-05
Patten Group, Inc.
INCREASED9,0168,037+979+12%$1.7M$1.9M+$165.5K2026-10-26
Mccarter Private Wealth Services LLC
INCREASED8,8978,153+744+9%$1.7M$1.9M+$116.0K2026-10-22
Flagship Private Wealth, LLC
INCREASED8,8936,525+2,368+36%$1.4M$1.8M+$461.6K2026-11-05
Moody Lynn Lieberson & Walker, LLC
INCREASED8,8338,523+310+4%$1.8M$1.8M+$24.0K2026-10-14
Verger Capital Management LLC
INCREASED8,7648,731+33+0%$1.9M$1.8M-$34.6K2026-10-22
Legacy Wealth Management, LLC / MS
INCREASED8,7288,556+172+2%$1.8M$1.8M-$4.9K2026-10-30
Daymark Wealth Partners, LLC
INCREASED8,6818,664+17+0%$1.8M$1.8M-$37.6K2026-11-04
GSG Advisors LLC
INCREASED8,6248,599+25+0%$1.8M$1.8M-$35.6K2026-11-03
Trail Ridge Investment Advisors, LLC
INCREASED8,6158,348+267+3%$1.8M$1.8M+$15.9K2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED8,5838,198+385+5%$1.7M$1.8M+$41.2K2026-10-27
Creative Financial Designs Inc
DECREASED8,5539,894-1,341-14%$2.1M$1.8M-$326.0K2026-11-04
North Star Investment Management Corp.
DECREASED8,4658,815-350-4%$1.9M$1.8M-$114.6K2026-10-27
Grantvest Financial Group LLC
INCREASED8,4447,560+884+12%$1.6M$1.8M+$148.0K2026-10-21
Manske Wealth Management
DECREASED8,3808,982-602-7%$1.9M$1.7M-$167.9K2026-10-26
Renasant Bank
DECREASED8,3748,972-598-7%$1.9M$1.7M-$167.0K2026-11-05
Assetmark, Inc
INCREASED8,3404,523+3,817+84%$962.4K$1.7M+$772.5K2026-10-21
Solstein Capital, LLC
INCREASED8,2887,807+481+6%$1.7M$1.7M+$63.0K2026-11-02
Prairiewood Capital, LLC
DECREASED8,2508,478-228-3%$1.8M$1.7M-$87.7K2026-10-16
Bluesphere Advisors LLC
INCREASED8,2208,071+149+2%$1.7M$1.7M-$7.3K2026-10-19
Quadrant Capital Group LLC
UNCHANGED8,2118,21100%$1.7M$1.8M+$4.4K2026-10-20
Tsfg, LLC
INCREASED8,1958,191+4+0%$1.7M$1.7K-$1.7M2026-10-23
Seelaus Asset Management LLC
INCREASED8,1637,950+213+3%$1.7M$1.7M-$29.1K2026-10-14
AM Investment Strategies LLC
INCREASED8,1458,100+45+1%$1.7K$1.7M+$1.7M2026-11-05
BIP Wealth, LLC
INCREASED8,1135,684+2,429+43%$1.2M$1.7M+$478.2K2026-10-22
Wilmington Savings Fund Society, FSB
DECREASED8,0848,592-508-6%$1.8M$1.7M-$146.5K2026-10-23
Atwater Malick LLC
INCREASED8,0797,888+191+2%$1.7M$1.7M+$2.3K2026-10-15
Cadent Capital Advisors, LLC
DECREASED8,06219,231-11,169-58%$4.1M$1.7M-$2.4M2026-10-09
Ballast Rock Private Wealth LLC
INCREASED8,0596,693+1,366+20%$1.4M$1.7M+$252.3K2026-10-26
McKinley Carter Wealth Services, Inc.
INCREASED8,0597,896+163+2%$1.7M$1.7M-$3.6K2026-10-16
Merkkuri Wealth Advisors LLC
DECREASED7,99211,122-3,130-28%$2.4M$1.7M-$704.0K2026-11-03
Highland Capital Management, LLC
INCREASED7,9517,451+500+7%$1.6M$1.7M+$68.6K2026-10-26
Sovran Advisors, LLC
INCREASED7,9476,334+1,613+25%$1.4M$1.7M+$382.2K2026-11-02
Provident Wealth Management, LLC
DECREASED7,84810,864-3,016-28%$2.3M$1.6M-$679.0K2026-10-20
Xcel Wealth Management, LLC
INCREASED7,8113,363+4,448+132%$715.5K$1.6M+$909.3K2026-10-26
Cannon Advisors, Inc.
INCREASED7,7307,005+725+10%$1.5M$1.6M+$153.6K2026-10-14
Yankcom Partnership
UNCHANGED7,7007,70000%$1.6M$1.6M-$36.6K2026-10-15
Salomon & Ludwin, LLC
INCREASED7,6777,612+65+1%$1.6M$1.6M-$27.5K2026-10-29
EverSource Wealth Advisors, LLC
DECREASED7,6279,632-2,005-21%$2.0M$1.6M-$462.9K2026-11-04
Cypress Asset Management Inc
DECREASED7,6207,968-348-4%$1.7M$1.6M-$110.2K2026-10-09
August Group Capital Ltd
DECREASED7,5537,583-300%$1.6M$1.6M-$42.3K2026-10-14
Innova Wealth Partners
INCREASED7,5466,664+882+13%$1.4M$1.6M+$151.8K2026-10-21
Obermeyer Wealth Partners
DECREASED7,5357,659-124-2%$1.6M$1.6M-$62.2K2026-10-21
First City Capital Management, Inc.
DECREASED7,5287,562-340%$1.6M$1.6M-$43.0K2026-10-27
Advisortrust Partners, LLC
INCREASED7,5215,139+2,382+46%$1.1M$1.6M+$471.1K2026-11-02
Highline Wealth Partners LLC
INCREASED7,5183,538+3,980+112%$752.8K$1.6M+$811.1K2026-10-19
Wellington Shields Capital Management, LLC
DECREASED7,50019,345-11,845-61%$4.1M$1.6M-$2.6M2026-11-03
Wellington Shields & Co., LLC
INCREASED7,500211+7,289+3455%$44.8K$1.6M+$1.5M2026-11-03
Capital Management Associates
UNCHANGED7,5007,50000%$1.6M$1.6M-$35.6K2026-11-03
Anchyra Partners LLC
DECREASED7,4727,972-500-6%$1.7M$1.6M-$141.9K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED7,4387,140+298+4%$1.5M$1.5M+$27.9K2026-10-22
RDA Financial Network
DECREASED7,4267,534-108-1%$1.6M$1.5M-$58.2K2026-10-15
Lazard Freres Gestion S.A.S.
UNCHANGED7,4007,40000%$1.6M$1.5M-$35.0K2026-11-03
Covenant Asset Management, LLC
DECREASED7,3957,634-239-3%$1.6M$1.5M-$86.0K2026-10-14
Dupree Financial Group, LLC
DECREASED7,3547,473-119-2%$1.6M$1.5M-$60.2K2026-10-09
Barrett & Company, Inc.
INCREASED7,2927,091+201+3%$1.5M$1.5M+$8.2K2026-10-22
Provenance Wealth Advisors, LLC
INCREASED7,2916,493+798+12%$1.4M$1.5M+$135.2K2026-10-30
Flagship Wealth Advisors, LLC
UNCHANGED7,2627,26200%$1.5M$1.5M-$34.5K2026-11-03
Archford Capital Strategies, LLC
UNCHANGED7,2587,25800%$1.5M$1.5M-$34.5K2026-10-19
KCM Investment Advisors LLC
INCREASED7,2436,669+574+9%$1.4M$1.5M+$87.7K2026-10-27
Gilman Hill Asset Management, LLC
DECREASED7,2387,366-128-2%$1.6M$1.5M-$61.6K2026-10-13
Israel Discount Bank of New York
DECREASED7,2378,239-1,002-12%$1.8M$1.5M-$247.6K2026-10-14
Thrive Capital Management, LLC
INCREASED7,1715,598+1,573+28%$1.2M$1.5M+$300.8K2026-10-28
Jmac Enterprises LLC
INCREASED7,0747,009+65+1%$1.5M$1.5M-$19.8K2026-10-30
Oliver Luxxe Assets LLC
DECREASED7,0467,091-45-1%$1.5M$1.5M-$43.2K2026-10-14
Compound Planning, Inc.
DECREASED7,0057,207-202-3%$1.5M$1.5M-$76.2K2026-11-05
Alliance Wealth Management Group
UNCHANGED6,9896,98900%$1.5M$1.5M-$33.2K2026-10-29
Towercrest Capital Management
UNCHANGED6,9896,98900%$1.5M$1.5M-$33.2K2026-10-23
Dudley Capital Management, LLC
INCREASED6,9696,308+661+10%$1.3M$1.4M+$107.5K2026-10-23
Insight Advisors, LLC/ PA
INCREASED6,9466,749+197+3%$1.4M$1.4M+$9.0K2026-10-22
Sharkey, Howes & Javer
INCREASED6,9456,719+226+3%$1.4M$1.4M+$15.1K2026-10-22
Bryant Woods Investment Advisors, LLC
NEW6,906—+6,906——$1.4M—2026-10-26
Legacy Private Trust Co.
DECREASED6,8547,090-236-3%$1.5M$1.4M-$82.8K2026-10-06
Simplicity Wealth,LLC
DECREASED6,84215,725-8,883-56%$3.3M$1.4M-$1.9M2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED6,8328,341-1,509-18%$1.8M$1.4M-$353.5K2026-11-03
Revolve Wealth Partners, LLC
DECREASED6,8186,826-80%$1.5M$1.4M-$34.1K2026-10-23
Twelve Points Wealth Management LLC
INCREASED6,7975,047+1,750+35%$1.1M$1.5M+$410.0K2026-11-03
Independence Bank of Kentucky
INCREASED6,7976,679+118+2%$1.4M$1.4M-$7.2K2026-10-26
TrinityBridge Ltd
INCREASED6,7703,600+3,170+88%$766.0K$1.4M+$642.0K2026-10-30
Quadcap Wealth Management, LLC
DECREASED6,7696,996-227-3%$1.5M$1.4M-$80.5K2026-11-02
Madison Park Capital Advisors, LLC
DECREASED6,7687,887-1,119-14%$1.9M$1.4M-$458.4K2026-10-28
Everett Harris & Co
INCREASED6,7546,283+471+8%$1.3M$1.4M+$68.1K2026-10-28
MMA Asset Management LLC
INCREASED6,7286,177+551+9%$1.3M$1.4M+$85.3K2026-11-02
Smart Wealth LLC
DECREASED6,6466,987-341-5%$1.5M$1.4M-$104.0K2026-11-04
Syverson Strege & Co
UNCHANGED6,5976,59700%$1.4M$1.4M-$31.3K2026-11-02
Platform Technology Partners
INCREASED6,5925,664+928+16%$1.2M$1.4M+$166.1K2026-11-02
TruNorth Capital Management, LLC
UNCHANGED6,5816,58100%$1.4M$1.4M-$31.3K2026-10-14
Castellan Group
UNCHANGED6,5626,56200%$1.4M$1.4M-$31.2K2026-10-19
Gamma Investing LLC
INCREASED6,5605,272+1,288+24%$1.1M$1.4M+$242.9K2026-10-08
Facet Wealth, Inc.
INCREASED6,5262,879+3,647+127%$612.6K$1.4M+$745.0K2026-11-04
Townsend Asset Management Corp
DECREASED6,5236,585-62-1%$1.4M$1.4M-$44.1K2026-10-29
D.B. Root & Company, LLC
UNCHANGED6,5206,52000%$1.4M$1.4M-$31.0K2026-11-04
Opulen Financial Group LLC
INCREASED6,4866,461+25+0%$1.4M$1.3M-$25.6K2026-10-22
Apollon Financial, LLC
INCREASED6,4645,962+502+8%$1.3M$1.3M+$76.1K2026-10-23
Third View Private Wealth, LLC
INCREASED6,4514,870+1,581+32%$1.0M$1.3M+$305.7K2026-10-30
Duncker Streett & Co Inc
INCREASED6,3695,685+684+12%$1.2M$1.3M+$115.3K2026-10-27
Evermay Wealth Management LLC
DECREASED6,3646,442-78-1%$1.4M$1.3M-$46.8K2026-11-05
Allen Capital Group, LLC
INCREASED6,3506,094+256+4%$1.3M$1.3M+$24.4K2026-10-27
Integrity Alliance, Llc.
INCREASED6,3304,233+2,097+50%$900.9K$1.3M+$416.0K2026-10-29
Grandfield & Dodd, LLC
INCREASED6,2375,866+371+6%$1.2M$1.3M+$49.3K2026-10-29
Financial Advisory Corp
DECREASED6,1936,297-104-2%$1.3M$1.3M-$51.5K2026-10-14
Murphy & Mullick Capital Management Corp
INCREASED6,1735,257+916+17%$1.1M$1.3M+$144.3K2026-11-02
Certuity, LLC
INCREASED6,1726,160+12+0%$1.3M$1.3M-$26.9K2026-11-02
Sentry LLC
UNCHANGED6,1686,16800%$1.3M$1.3M-$29.3K2026-10-30
Elmwood Wealth Management, Inc.
INCREASED6,1046,050+54+1%$1.3M$1.3M-$17.5K2026-10-14
Curry Webb Wealth Management LLC
UNCHANGED6,0986,09800%$1.3M$1.3M$02026-10-22
Trust Co of Toledo NA
DECREASED6,0846,152-68-1%$1.3M$1.3M-$43.4K2026-10-16
Colorado Capital Management, Inc.
UNCHANGED6,0696,06900%$1.3K$1.3K-$282026-10-15
Arrien Investments, Inc.
INCREASED5,9755,578+397+7%$1.2M$1.2M+$56.1K2026-10-30
XY Planning Network, Inc.
INCREASED5,9705,967+3+0%$1.3M$1.2M-$27.8K2026-10-14
Aries Wealth Management
UNCHANGED5,9585,95800%$1.3M$1.2M-$28.3K2026-10-23
Trek Financial, LLC
DECREASED5,93915,394-9,455-61%$3.3M$1.2M-$2.0M2026-10-29
Diligent Investors, LLC
INCREASED5,9325,834+98+2%$1.2M$1.2M-$7.3K2026-10-21
JGP Wealth Management, LLC
DECREASED5,9296,317-388-6%$1.3M$1.2M-$110.7K2026-10-13
Chemistry Wealth Management LLC
INCREASED5,8785,858+20+0%$1.2M$1.2M-$23.7K2026-10-16
HUB Investment Partners, LLC
INCREASED5,8035,498+305+6%$1.2M$1.2M+$37.4K2026-11-03
Benedict Financial Advisors Inc
INCREASED5,8025,797+5+0%$1.2M$1.2M-$26.6K2026-10-07
Crestwood Advisors Group, LLC
INCREASED5,7874,054+1,733+43%$862.5K$1.2M+$341.4K2026-10-27
Massachusetts Wealth Management
INCREASED5,7575,427+330+6%$1.2M$1.2M+$42.9K2026-10-21
TFB Advisors LLC
INCREASED5,7375,576+161+3%$1.2M$1.2M+$7.0K2026-11-02
Invested Advisors
INCREASED5,7295,438+291+5%$1.2M$1.2M+$34.7K2026-10-23
Ashurst Perkins Coie Trust Co
DECREASED5,7255,902-177-3%$1.3M$1.2M-$64.9K2026-10-15
Boothe Investment Group, Inc.
DECREASED5,7125,806-94-2%$1.2M$1.2M-$47.1K2026-10-22
IFG Advisors, LLC
INCREASED5,7045,601+103+2%$1.2M$1.2M-$5.0K2026-10-15
Crown Wealth Group, LLC
INCREASED5,6953,160+2,535+80%$672.4K$1.2M+$512.3K2026-10-19
Pictet North America Advisors SA
UNCHANGED5,6905,69000%$1.2M$1.2M-$27.0K2026-10-21
JFS Wealth Advisors, LLC
DECREASED5,6575,691-34-1%$1.2M$1.2M-$34.1K2026-11-03
Phraction Management LLC
UNCHANGED5,6485,64800%$1.2M$1.2M-$26.8K2026-10-14
Advisors Management Group Inc
DECREASED5,6455,791-146-3%$1.2M$1.2M-$58.0K2026-11-05
Adkins Seale Capital Management LLC
INCREASED5,6305,518+112+2%$1.2M$1.2M-$2.9K2026-10-27
American Institute for Advanced Investment Management, LLP
INCREASED5,6215,551+70+1%$1.2M$1.2M-$11.8K2026-11-03
Silverlake Wealth Management LLC
INCREASED5,5635,490+73+1%$1.2M$1.2M-$10.9K2026-10-21
Salem Investment Counselors Inc
INCREASED5,5364,842+694+14%$1.0M$1.2M+$121.4K2026-10-13
High Point Wealth Management, LLC
INCREASED5,5355,294+241+5%$1.1M$1.2M+$25.1K2026-11-05
Investors Asset Management of Georgia Inc
INCREASED5,5284,868+660+14%$1.0M$1.1M+$114.2K2026-10-20
Principle Wealth Partners LLC
INCREASED5,5164,378+1,138+26%$931.4K$1.1M+$216.1K2026-11-02
Forum Financial Management, LP
INCREASED5,5025,076+426+8%$1.1M$1.1M+$64.4K2026-10-16
Monte Financial Group, LLC
INCREASED5,4845,123+361+7%$1.1M$1.1M+$39.3K2026-11-02
Autumn Glory Partners, LLC
UNCHANGED5,4715,47100%$1.2M$1.1M-$26.0K2026-10-26
Chicago Capital, LLC
DECREASED5,4595,935-476-8%$1.3M$1.1M-$127.2K2026-10-13
Retirement Investment Advisors, Inc.
DECREASED5,4555,980-525-9%$1.3M$1.1M-$146.3K2026-10-22
Correct Capital Wealth Management
UNCHANGED5,4195,41900%$1.2M$1.1M-$25.7K2026-11-02
Seamount Financial Group Inc
INCREASED5,4064,619+787+17%$982.7K$1.1M+$141.8K2026-10-21
Clifford Swan Investment Counsel LLC
DECREASED5,3885,712-324-6%$1.2M$1.1M-$94.6K2026-11-05
Atlas Brown,Inc.
INCREASED5,3755,230+145+3%$1.1M$1.1M+$5.3K2026-10-09
Principal Financial Group Inc
DECREASED5,3515,565-214-4%$1.2M$1.1M-$70.9K2026-11-02
Hassell Wealth Management, LLC
UNCHANGED5,3015,30100%$1.1M$1.1M-$22.2K2026-10-19
Segment Wealth Management, LLC
INCREASED5,2985,094+204+4%$1.1M$1.1M+$18.2K2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED5,2915,075+216+4%$1.1M$1.1M+$20.9K2026-10-13
Cambridge Advisors Inc.
UNCHANGED5,2755,27500%$1.1M$1.1M-$24.9K2026-10-19
Directional Asset Management
NEW5,241—+5,241——$1.1M—2026-10-22
Culbertson A N & Co Inc
UNCHANGED5,2365,23600%$1.1M$1.1M-$24.9K2026-10-21
Alterna Wealth Management, Inc
INCREASED5,2253,925+1,300+33%$835.2K$1.1M+$251.7K2026-10-27
United Advisor Group, LLC
INCREASED5,2201,809+3,411+189%$385.0K$1.1M+$701.0K2026-11-03
Tenon Financial LLC
INCREASED5,1855,135+50+1%$1.1M$1.1M-$14.0K2026-10-14
Rockland Trust Co
UNCHANGED5,1045,10400%$1.1M$1.1M-$24.2K2026-10-05
Gen-Wealth Partners Inc
UNCHANGED5,1005,10000%$1.1M$1.1M-$24.2K2026-11-04
Kachkovsky & Fisher, Inc.
DECREASED5,0975,107-100%$1.1M$1.1M-$26.3K2026-10-21
Clientfirst Wealth Management, LLC
UNCHANGED5,0965,09600%$1.1M$1.1M-$24.2K2026-11-04
Quartz Partners, LLC
INCREASED5,0784,843+235+5%$1.0M$1.1M+$25.9K2026-11-03
Bfsg, LLC
INCREASED5,0134,910+103+2%$1.0M$1.0M-$1.9K2026-10-30
Cooksen Wealth, LLC
INCREASED4,9864,904+82+2%$1.0M$1.1M+$18.9K2026-10-13
Allen Mooney & Barnes Investment Advisors LLC
NEW4,961—+4,961——$1.0M—2026-10-08
Live Oak Private Wealth LLC
DECREASED4,9574,998-41-1%$1.1M$1.0M-$32.3K2026-11-02
Reyes Financial Architecture, Inc.
DECREASED4,94541,954-37,009-88%$8.9M$1.0M-$7.9M2026-10-22
Keudell ison Wealth Management
DECREASED4,9125,001-89-2%$1.1M$1.0M-$42.3K2026-10-16
Mascagni Wealth Management, Inc.
INCREASED4,8954,838+57+1%$1.0M$1.0M-$11.1K2026-10-23
Tilia Fiduciary Partners, Inc.
INCREASED4,8924,816+76+2%$1.0M$1.0M-$7.0K2026-10-09
Toth Financial Advisory Corp
DECREASED4,8885,000-112-2%$1.1M$1.0M-$47.0K2026-10-08
Pinnacle Wealth Management Group, Inc.
DECREASED4,88527,816-22,931-82%$5.9M$1.0M-$4.9M2026-10-15
Odyssey Capital Advisors, Inc.
INCREASED4,8794,867+12+0%$1.0M$1.0M-$20.5K2026-10-26
Caliber Wealth Management, LLC / KS
INCREASED4,8614,819+42+1%$1.0M$1.0M-$14.2K2026-11-04
Intrua Financial, LLC
INCREASED4,8594,341+518+12%$923.7K$1.0M+$87.2K2026-10-28
TrueWealth Advisors, LLC
INCREASED4,8503,782+1,068+28%$804.6K$1.0M+$204.3K2026-10-09
Comprehensive Financial Planning, Inc.
INCREASED4,8224,689+133+3%$997.7K$1.0M+$5.4K2026-10-27
Monarch Capital Management Inc
DECREASED4,7984,952-154-3%$1.1M$998.1K-$55.6K2026-10-19
Capital Advisors Wealth Management, LLC
INCREASED4,7884,248+540+13%$903.8K$996.1K+$92.3K2026-10-09
Summit Financial Wealth Advisors, LLC
UNCHANGED4,7834,78300%$1.0M$995.0K-$22.7K2026-10-15
Ted Buchan & Co
DECREASED4,7564,865-109-2%$1.0M$989.3K-$45.8K2026-10-23
Omnitrust Wealth Management, Inc
NEW4,746—+4,746——$987.3K—2026-11-02
Associated Banc-Corp
DECREASED4,7414,753-120%$1.0M$986.2K-$25.1K2026-10-30
Elevation Wealth Partners, LLC
INCREASED4,7353,576+1,159+32%$760.9K$985.0K+$224.1K2026-10-07
Retirement Planning Co of New England, Inc.
INCREASED4,7344,160+574+14%$885.1K$984.8K+$99.6K2026-10-15
ICW Investment Advisors LLC
INCREASED4,7334,718+15+0%$1.0M$984.6K-$19.3K2026-10-27
Ardent Capital Management, Inc.
DECREASED4,7156,920-2,205-32%$1.5M$980.8K-$491.6K2026-10-16
Members Wealth LLC
INCREASED4,7104,558+152+3%$969.9K$991.9K+$22.1K2026-10-20
Rossby Financial, LCC
INCREASED4,7052,287+2,418+106%$486.6K$978.8K+$492.2K2026-11-05
Pacific Capital Wealth Advisors, Inc.
UNCHANGED4,6874,68700%$997.3K$975.0K-$22.3K2026-10-22
Chesley Taft & Associates LLC
DECREASED4,6544,746-92-2%$1.0M$968.1K-$41.7K2026-10-13
Foguth Wealth Management, Llc.
INCREASED4,6524,378+274+6%$929.9K$995.9K+$65.9K2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED4,5894,257+332+8%$905.8K$954.5K+$48.7K2026-10-26
Shoker Investment Counsel, Inc.
DECREASED4,5774,623-46-1%$983.7K$952.2K-$31.5K2026-11-04
Westside Investment Management, Inc.
INCREASED4,5454,073+472+12%$866.6K$945.6K+$79.0K2026-11-02
Winebrenner Capital Management LLC
INCREASED4,5043,812+692+18%$811.1K$936.9K+$125.8K2026-10-07
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED4,4544,443+11+0%$945.4K$926.6K-$18.8K2026-10-14
Morton Capital Management LLC
DECREASED4,4514,497-46-1%$956.9K$926.0K-$30.9K2026-10-23
Canvas Wealth Advisors, LLC
INCREASED4,4324,373+59+1%$930.5K$975.2K+$44.7K2026-11-02
Wesbanco Bank Inc
DECREASED4,41116,092-11,681-73%$3.4M$917.6K-$2.5M2026-11-04
Crossmark Global Holdings, Inc.
UNCHANGED4,4054,40500%$937.2K$916.2K-$20.9K2026-10-21
AMG National Trust Bank
DECREASED4,3994,425-26-1%$941.5K$915.1K-$26.4K2026-11-05
National Wealth Management Group, LLC
INCREASED4,3924,039+353+9%$859.4K$913.6K+$54.2K2026-10-26
Greystone Financial Group, LLC
INCREASED4,3844,276+108+3%$909.8K$912.0K+$2.2K2026-10-26
Nicholas Hoffman & Company, Llc.
INCREASED4,3752,583+1,792+69%$549.5K$910.2K+$360.7K2026-10-30
Austin Asset Management Co Inc
UNCHANGED4,3714,37100%$930.0K$909.3K-$20.8K2026-10-29
Golden State Wealth Management, LLC
INCREASED4,3532,230+2,123+95%$474.6K$905.6K+$431.0K2026-11-02
McCollum Christoferson Group LLC
INCREASED4,3352,480+1,855+75%$527.7K$901.8K+$374.1K2026-10-13
MSH Capital Advisors LLC
INCREASED4,3292,033+2,296+113%$432.6K$900.5K+$467.9K2026-11-03
Balboa Wealth Partners
INCREASED4,3123,738+574+15%$795.2K$897.0K+$101.8K2026-10-20
Turtle Creek Wealth Advisors, LLC
INCREASED4,3124,125+187+5%$877.7K$897.0K+$19.3K2026-10-15
Friedenthal Financial
INCREASED4,2974,257+40+1%$905.8K$893.9K-$11.9K2026-10-27
Washington Trust Advisors, Inc.
INCREASED4,2842,939+1,345+46%$625.3K$891.2K+$265.8K2026-10-22
Atticus Wealth Management, LLC
INCREASED4,2602,183+2,077+95%$464.4K$886.2K+$421.8K2026-10-20
Fiscal Wisdom Wealth Management, LLC
INCREASED4,2594,016+243+6%$854.6K$885.9K+$31.3K2026-10-16
Glenview Trust Co
INCREASED4,2424,085+157+4%$869.2K$882.4K+$13.3K2026-10-28
Carrera Capital Advisors
INCREASED4,2354,220+15+0%$897.9K$880.9K-$16.9K2026-11-03
Register Financial Advisors LLC
INCREASED4,2334,021+212+5%$855.5K$880.5K+$24.9K2026-10-23
Lavelle Capital LP
INCREASED4,2073,919+288+7%$833.8K$875.1K+$41.3K2026-11-03
Cathy Pareto & Associates, Inc
INCREASED4,2064,203+3+0%$894.3K$875.0K-$19.3K2026-10-15
Howard Capital Management Group, LLC
DECREASED4,2004,575-375-8%$973.4K$873.7K-$99.7K2026-10-16
Integrity Advisory Solutions, LLC
INCREASED4,1653,750+415+11%$797.9K$866.4K+$68.5K2026-10-29
Briggs Wealth Management, Inc
UNCHANGED4,1544,15400%$883.9K$864.2K-$19.7K2026-10-26
Bay Capital Advisors, LLC
DECREASED4,1414,238-97-2%$901.8K$861.5K-$40.3K2026-10-16
PKS Advisory Services, LLC
UNCHANGED4,1374,13700%$880.5K$880.5K$02026-10-26
CDM Financial Counseling Services, Inc.
INCREASED4,1223,805+317+8%$809.6K$857.4K+$47.8K2026-10-15
Pinnacle Bancorp, Inc.
UNCHANGED4,1004,10000%$872.4K$852.9K-$19.5K2026-10-21
Cambridge Capital Management, LLC
DECREASED4,0384,093-55-1%$871.0K$839.9K-$31.0K2026-10-19
Legacy Wealth Partners, LLC
DECREASED4,0194,145-126-3%$882.0K$836.0K-$46.0K2026-10-15
Bridgelight Financial Advisors, Inc.
INCREASED4,0143,999+15+0%$850.9K$835.1K-$15.8K2026-10-20
AtlasMark Financial, Inc
UNCHANGED4,0004,00000%$851.1K$832.1K-$19.0K2026-10-13
Vanguard Capital Wealth Advisors
NEW3,990—+3,990——$830.0K—2026-10-16
LongView Wealth Management
INCREASED3,9733,113+860+28%$662.4K$826.5K+$164.2K2026-10-19
Florida Trust Wealth Management Co
INCREASED3,9693,459+510+15%$736.0K$825.6K+$89.7K2026-11-05
Larson Financial Group LLC
DECREASED3,9355,632-1,697-30%$1.2M$818.6K-$379.8K2026-11-05
Cora Capital Advisors LLC
DECREASED3,9203,941-21-1%$838.6K$815.3K-$23.2K2026-11-02
Tred Avon Family Wealth, LLC
INCREASED3,9192,219+1,700+77%$472.1K$815.2K+$343.1K2026-10-20
Independent Wealth Network Inc.
INCREASED3,8983,454+444+13%$734.8K$811.0K+$76.1K2026-10-19
Saxon Interests, Inc.
INCREASED3,8893,710+179+5%$789.4K$809.0K+$19.6K2026-10-26
Tennessee Valley Asset Management Partners
DECREASED3,8793,910-31-1%$832.0K$807.0K-$25.0K2026-11-03
Rossmore Private Capital
DECREASED3,8704,245-375-9%$903.2K$805.0K-$98.2K2026-10-27
Lewis Asset Management, LLC
INCREASED3,8583,631+227+6%$772.6K$802.5K+$29.8K2026-10-14
Inlet Private Wealth, LLC
UNCHANGED3,8513,85100%$819.4K$801.2K-$18.3K2026-10-21
Collective Family Office LLC
DECREASED3,8504,133-283-7%$879.4K$800.9K-$78.5K2026-10-05
Rhodes Investment Advisors Inc
INCREASED3,8173,786+31+1%$805.5K$794.0K-$11.5K2026-10-07
Journey Advisory Group, LLC
INCREASED3,8073,787+20+1%$805.8K$791.9K-$13.8K2026-11-04
Key Client Fiduciary Advisors, LLC
DECREASED3,8004,302-502-12%$915.3K$790.4K-$124.9K2026-10-19
3Chopt Investment Partners, LLC
UNCHANGED3,7993,79900%$808.3K$790.3K-$18.0K2026-10-30
Legacy Financial Strategies, LLC
INCREASED3,7983,555+243+7%$756.3K$790.0K+$33.7K2026-10-15
ALM First Financial Advisors, LLC
NEW3,790—+3,790——$788.4K—2026-10-13
TSG Advice Partners, LLC
NEW3,787—+3,787——$805.8K—2026-10-29
Cardinal Point Capital Management ULC
INCREASED3,7863,781+5+0%$804.6K$787.6K-$17.0K2026-10-21
Hurley Capital, LLC
INCREASED3,776620+3,156+509%$131.9K$785.5K+$653.5K2026-11-05
Meriwether Wealth & Planning, LLC
UNCHANGED3,7503,75000%$797.9K$780.1K-$17.8K2026-10-13
Investment Management Corp
NEW3,746—+3,746——$779.2K—2026-11-03
YHB Investment Advisors, Inc.
INCREASED3,7383,650+88+2%$776.6K$777.6K+$9682026-10-08
North Capital, Inc.
INCREASED3,7082,890+818+28%$614.9K$790.9K+$176.0K2026-10-16
Ehrlich Financial Group
DECREASED3,7054,246-541-13%$903.5K$770.8K-$132.7K2026-10-20
Legacy Advisors, LLC
DECREASED3,7013,803-102-3%$809.2K$770.0K-$39.2K2026-10-19
Absolute Capital Management, LLC
DECREASED3,6958,454-4,759-56%$1.8M$768.7K-$1.0M2026-10-16
Blue Capital, Inc.
DECREASED3,68813,440-9,752-73%$2.9M$767.1K-$2.1M2026-10-13
Dale Q Rice Investment Management Ltd
UNCHANGED3,6883,68800%$784.7K$767.2K-$17.5K2026-10-09
Cerro Pacific Wealth Advisors LLC
NEW3,678—+3,678——$765.1K—2026-10-22
Plan A Wealth LLC
INCREASED3,6682,756+912+33%$586.4K$763.1K+$176.7K2026-10-08
KMG Fiduciary Partners, LLC
DECREASED3,6594,019-360-9%$855.1K$761.1K-$94.0K2026-10-14
Plante Moran Financial Advisors, LLC
INCREASED3,6582,604+1,054+40%$554.1K$760.9K+$206.9K2026-11-04
West Bancorporation Inc
DECREASED3,6474,922-1,275-26%$1.0M$758.6K-$288.6K2026-10-29
Strata Wealth Advisors, LLC
DECREASED3,6383,721-83-2%$791.7K$756.8K-$34.9K2026-10-16
Essex Bank
UNCHANGED3,6323,63200%$772.8K$755.5K-$17.3K2026-10-16
Hofer & Associates. Inc
NEW3,629—+3,629——$754.9K—2026-10-13
RED Crane Wealth Management, LLC
INCREASED3,6293,619+10+0%$770.0K$754.9K-$15.1K2026-10-14
Pinnacle Financial Group, LLC / IL
INCREASED3,6133,606+7+0%$767.3K$751.7K-$15.7K2026-10-29
Compass Financial Management LLC
INCREASED3,6102,082+1,528+73%$449.4K$751.0K+$301.6K2026-10-30
Banque Pictet & CIE SA
UNCHANGED3,5883,58800%$763.4K$746.4K-$17.0K2026-10-16
SwitchPoint Financial Planning, LLC
UNCHANGED3,5873,58700%$763.2K$746.2K-$17.0K2026-11-02
Fulton Bank, N.A.
INCREASED3,5852,818+767+27%$599.6K$745.8K+$146.2K2026-10-14
Harmony Asset Management LLC
UNCHANGED3,5693,56900%$759.4K$742.4K-$17.0K2026-10-20
Edge Wealth Management LLC
DECREASED3,5553,598-43-1%$765.5K$741.8K-$23.8K2026-10-13
Simon Quick Advisors, LLC
INCREASED3,5521,116+2,436+218%$237.5K$738.9K+$501.4K2026-10-26
HT Partners LLC
UNCHANGED3,5423,54200%$753.6K$736.8K-$16.8K2026-10-20
Horizons Wealth Management
NEW3,519—+3,519——$732.0K—2026-10-05
Castleview Partners, LLC
INCREASED3,5012,663+838+31%$566.6K$728.3K+$161.7K2026-10-09
Mirador Capital Partners LP
INCREASED3,4733,362+111+3%$715.2K$722.5K+$7.3K2026-10-09
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED3,4593,503-44-1%$745.3K$719.5K-$25.8K2026-10-16
RMR Wealth Builders
INCREASED3,4583,334+124+4%$709.5K$719.4K+$10.0K2026-10-22
Rubicon Advisors, GP
UNCHANGED3,4583,45800%$735.8K$719.3K-$16.4K2026-10-23
Montz Harcus Wealth Management LLC
INCREASED3,4543,443+11+0%$732.5K$718.5K-$14.0K2026-10-09
Abound Wealth Management
INCREASED3,4443,394+50+1%$722.1K$716.5K-$5.7K2026-10-26
Beverly Hills Private Wealth, LLC
UNCHANGED3,4303,43000%$729.9K$713.6K-$16.3K2026-11-04
6th Street Advisors, LLC
INCREASED3,4183,404+14+0%$724.3K$710.9K-$13.4K2026-10-14
Kohmann Bosshard Financial Services, LLC
INCREASED3,4183,417+1+0%$727.1K$710.9K-$16.2K2026-11-04
Financial Architects, LLC
UNCHANGED3,4153,41500%$726.6K$710.4K-$16.2K2026-10-13
Parkway Wealth Management Group, LLC
INCREASED3,4033,390+13+0%$721.4K$707.9K-$13.4K2026-10-20
Ignite Planners, LLC
INCREASED3,3923,232+160+5%$687.7K$711.2K+$23.5K2026-10-14
Wise Wealth Partners
INCREASED3,3902,467+923+37%$524.9K$705.3K+$180.4K2026-10-14
Investment Partners, Ltd.
INCREASED3,3823,031+351+12%$644.9K$703.6K+$58.7K2026-10-29
FAI Advisors, Inc.
DECREASED3,3713,387-160%$720.7K$701.2K-$19.4K2026-10-27
Ascentis Wealth Management, LLC
INCREASED3,3623,359+3+0%$714.7K$699.4K-$15.3K2026-11-03
Nvwm, LLC
INCREASED3,3603,347+13+0%$712.1K$698.9K-$13.2K2026-10-14
Donor Advised Charitable Giving, Inc.
INCREASED3,3581,146+2,212+193%$243.8K$698.6K+$454.8K2026-10-28
B.A. Schrock Wealth Management, Inc.
NEW3,352—+3,352——$700.5K—2026-10-15
Verus Capital Partners, LLC
INCREASED3,3363,067+269+9%$652.6K$693.9K+$41.3K2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED3,3342,638+696+26%$561.3K$693.6K+$132.3K2026-10-14
Thompson Siegel & Walmsley LLC
INCREASED3,3173,166+151+5%$674.0K$690.0K+$16.0K2026-11-05
Crusonia Wealth Advisors LLC
DECREASED3,2973,355-58-2%$713.9K$685.8K-$28.1K2026-10-26
Junk Investment Group, LLC
INCREASED3,2951,890+1,405+74%$402.1K$685.4K+$283.3K2026-10-19
Sky Investment Group LLC
INCREASED3,2682,862+406+14%$608.9K$679.8K+$70.9K2026-10-30
Redmond Asset Management, LLC
INCREASED3,2573,143+114+4%$668.7K$677.5K+$8.8K2026-10-27
waypoint wealth counsel
INCREASED3,2373,236+1+0%$688.6K$673.4K-$15.2K2026-10-22
Wealth Architects, LLC
UNCHANGED3,2313,23100%$687.5K$672.2K-$15.3K2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED3,2263,22600%$686.4K$671.1K-$15.3K2026-10-23
Weaver Consulting Group
INCREASED3,2173,169+48+2%$674.2K$669.1K-$5.0K2026-10-07
Shade Tree Advisors LLC
NEW3,203—+3,203——$666.3K—2026-10-22
Lionshead Wealth Management, LLC
UNCHANGED3,1783,17800%$676.2K$661.1K-$15.1K2026-10-21
Apella Capital, LLC
INCREASED3,1762,313+863+37%$496.7K$668.9K+$172.2K2026-10-08
Strong Retirement Solutions LLC
INCREASED3,1652,115+1,050+50%$450.0K$658.4K+$208.4K2026-10-07
Primoris Wealth Advisors, LLC
NEW3,163—+3,163——$658.0K—2026-10-28
Sherrill & Hutchins Financial Advisory, Inc
INCREASED3,1583,141+17+1%$668.3K$656.9K-$11.4K2026-10-14
Parkside Financial Bank & Trust
DECREASED3,1573,333-176-5%$709.2K$656.7K-$52.4K2026-10-27
Spinnaker Investment Group, LLC
INCREASED3,1542,615+539+21%$556.4K$656.1K+$99.7K2026-10-13
Mystic Asset Management, Inc.
INCREASED3,1462,675+471+18%$569.2K$654.4K+$85.3K2026-10-15
Hartford Financial Management Inc.
DECREASED3,1403,379-239-7%$718.9K$653.1K-$65.8K2026-10-21
Fusion Capital, LLC
DECREASED3,1233,204-81-3%$681.8K$649.6K-$32.2K2026-10-28
Triad Wealth Partners, LLC
INCREASED3,1132,945+168+6%$639.5K$647.6K+$8.1K2026-10-26
Orgel Wealth Management, LLC
DECREASED3,1103,125-150%$664.8K$646.9K-$17.9K2026-10-14
Independence Financial Advisors, LLC
INCREASED3,1093,097+12+0%$658.9K$646.7K-$12.3K2026-10-08
Mission Wealth Management, LP
DECREASED3,1054,918-1,813-37%$1.0M$645.9K-$400.6K2026-10-15
McGlone Suttner Wealth Management, Inc.
UNCHANGED3,1033,10300%$660.2K$645.5K-$14.7K2026-10-13
MinichMacGregor Wealth Management, LLC
DECREASED3,1003,125-25-1%$665.0K$644.9K-$20.1K2026-10-14
Ledyard National Bank
UNCHANGED3,0903,09000%$657.5K$642.8K-$14.7K2026-10-21
Lee Financial Co
UNCHANGED3,0863,08600%$656.6K$642.0K-$14.7K2026-10-16
SBK Financial, Inc.
INCREASED3,0723,069+3+0%$653.1K$639.1K-$14.0K2026-11-02
Obsidian CIO, LLC
INCREASED3,0712,026+1,045+52%$431.1K$638.8K+$207.7K2026-11-05
Davidson Trust Co
UNCHANGED3,0683,06800%$652.8K$638.2K-$14.6K2026-10-09
Penobscot Wealth Management
DECREASED3,0603,094-34-1%$658.4K$636.5K-$21.9K2026-10-21
Opal Wealth Advisors, LLC
DECREASED3,0553,213-158-5%$683.6K$635.5K-$48.1K2026-10-16
Jessup Wealth Management, Inc
UNCHANGED3,0423,04200%$647.2K$632.8K-$14.4K2026-10-20
TBH Global Asset Management, LLC
DECREASED3,0334,608-1,575-34%$980.4K$630.9K-$349.5K2026-11-03
Sterling Financial Planning, Inc.
UNCHANGED3,0183,01800%$642.1K$627.8K-$14.3K2026-10-28
Capital Asset Advisory Services LLC
DECREASED3,0103,259-249-8%$693.3K$656.9K-$36.5K2026-10-30
Hengehold Capital Management LLC
INCREASED3,0092,999+10+0%$638.0K$625.9K-$12.1K2026-10-16
FFG Partners, LLC
NEW3,008—+3,008——$625.9K—2026-10-15
Wealth Dimensions Group, Ltd.
INCREASED3,0033,000+3+0%$638.3K$624.7K-$13.5K2026-11-02
Tritonpoint Wealth, LLC
DECREASED2,9973,012-150%$640.9K$623.4K-$17.4K2026-10-19
KFA Private Wealth Group, LLC
INCREASED2,9962,897+99+3%$616.4K$623.3K+$6.8K2026-10-07
CFS Investment Advisory Services, LLC
UNCHANGED2,9892,98900%$642.4K$634.7K-$7.7K2026-10-19
MKT Advisors LLC
UNCHANGED2,9592,95900%$635.4K$626.9K-$8.5K2026-10-20
Sound Income Strategies, LLC
INCREASED2,9532,807+146+5%$597.2K$625.6K+$28.4K2026-10-09
Virginia Wealth Management Group, Inc.
INCREASED2,9522,671+281+11%$568.2K$614.2K+$46.0K2026-10-14
Rosenberg Matthew Hamilton
DECREASED2,9513,053-102-3%$649.6K$613.8K-$35.7K2026-10-05
Hixon Zuercher, LLC
UNCHANGED2,9042,90400%$617.9K$604.1K-$13.8K2026-10-13
Voisard Asset Management Group, Inc.
DECREASED2,8703,093-223-7%$658.1K$597.0K-$61.1K2026-10-13
BAR Harbor Wealth Management
INCREASED2,8652,225+640+29%$473.4K$596.0K+$122.6K2026-10-21
Financial Counselors Inc
UNCHANGED2,8002,80000%$595.8K$582.5K-$13.3K2026-10-22
Nautilus Advisors LLC
DECREASED2,7942,815-21-1%$603.2K$581.3K-$22.0K2026-10-07
Wealthcare Capital Partners, LLC
INCREASED2,7382,481+257+10%$527.8K$569.5K+$41.7K2026-10-21
Santori & Peters, Inc.
INCREASED2,6982,692+6+0%$572.9K$561.2K-$11.6K2026-10-26
Weaver Capital Management LLC
DECREASED2,6922,889-197-7%$554.4K$559.9K+$5.6K2026-10-15
Mitchell Sinkler & Starr
INCREASED2,6862,306+380+16%$490.6K$558.7K+$68.1K2026-10-13
Ridgepath Capital Management LLC
NEW2,679—+2,679——$557.3K—2026-10-29
W.H. Cornerstone Investments Inc.
NEW2,677—+2,677——$557.0K—2026-11-03
XXI Wealth, LLC
INCREASED2,6752,403+272+11%$511.3K$556.5K+$45.2K2026-10-22
Blue Zone Wealth Advisors, LLC
INCREASED2,6752,650+25+1%$563.8K$556.5K-$7.4K2026-10-19
Y-Intercept (Hong Kong) Ltd
DECREASED2,66417,712-15,048-85%$3.8M$554.2K-$3.2M2026-10-16
Forza Wealth Management, LLC
INCREASED2,6622,594+68+3%$551.9K$553.7K+$1.8K2026-10-20
Rolek Wealth Management LLC
INCREASED2,6532,650+3+0%$563.9K$551.9K-$12.0K2026-10-21
Advanced Asset Management Advisors Inc
UNCHANGED2,6062,60600%$554.6K$542.2K-$12.4K2026-10-20
Maseco LLP
INCREASED2,5992,389+210+9%$508.2K$540.6K+$32.3K2026-10-27
Galvin, Gaustad & Stein, LLC
INCREASED2,5932,548+45+2%$542.1K$539.4K-$2.6K2026-10-08
Baxter Bros Inc
INCREASED2,5922,553+39+2%$543.2K$539.2K-$4.0K2026-11-04
Glass Jacobson Investment Advisors llc
DECREASED2,5872,609-22-1%$555.2K$538.2K-$16.9K2026-10-26
Claro Advisors Inc.
DECREASED2,5702,623-53-2%$558.2K$534.7K-$23.5K2026-11-02
Tran Capital Management, L.P.
UNCHANGED2,5602,56000%$544.7K$532.5K-$12.2K2026-10-19
Eagle Harbor Asset Management Inc
NEW2,556—+2,556——$531.7K—2026-10-21
Wealth Alliance Advisory Group, LLC
INCREASED2,5512,374+177+7%$505.2K$530.8K+$25.6K2026-10-14
Beaumont Financial Advisors, LLC
INCREASED2,5351,981+554+28%$421.5K$527.4K+$105.9K2026-10-22
Able Financial Group, LLC
UNCHANGED2,5232,52300%$536.8K$524.8K-$12.0K2026-10-14
Evolution Wealth Management Inc.
INCREASED2,5211,799+722+40%$382.7K$524.5K+$141.8K2026-10-28
Searle & Co.
UNCHANGED2,5092,50900%$533.8K$521.9K-$11.9K2026-11-04
Mission Financial Group, LLC
INCREASED2,5062,497+9+0%$531.4K$521.3K-$10.0K2026-10-21
Peterson Wealth Advisors, LLC
INCREASED2,4932,486+7+0%$528.9K$518.5K-$10.4K2026-10-08
Founders Capital Management
INCREASED2,4652,464+1+0%$524.3K$512.8K-$11.4K2026-10-13
Sage Capital Advisors,llc
INCREASED2,4612,413+48+2%$513.4K$512.0K-$1.4K2026-10-13
Infinity Wealth Counsel, LLC
DECREASED2,4502,470-20-1%$525.5K$509.6K-$15.9K2026-10-15
Asset Advisory Group, Inc.
DECREASED2,4502,462-120%$523.7K$509.6K-$14.1K2026-10-20
Sage Mountain Advisors LLC
INCREASED2,4442,394+50+2%$509.4K$508.4K-$9702026-11-02
Partners Wealth Management, LLC
NEW2,441—+2,441——$507.7K—2026-10-28
LJI Wealth Management, LLC
DECREASED2,4413,909-1,468-38%$831.8K$507.7K-$324.1K2026-10-28
Colonial River Investments, LLC
UNCHANGED2,4392,43900%$518.9K$507.4K-$11.6K2026-10-19
Algorithmic Investment Models, LLC
INCREASED2,4292,357+72+3%$501.5K$505.3K+$3.8K2026-11-04
Merrion Investment Management Co, LLC
INCREASED2,4202,175+245+11%$462.8K$503.4K+$40.6K2026-10-16
Midwest Financial Group LLC
INCREASED2,4162,245+171+8%$477.6K$502.7K+$25.1K2026-10-15
Wespac Advisors, LLC
DECREASED2,40037,084-34,684-94%$7.9M$499.2K-$7.4M2026-10-26
First Growth Capital LLC
UNCHANGED2,4002,40000%$510.6K$499.2K-$11.4K2026-10-15
Planning Strategies Inc.
INCREASED2,3901,486+904+61%$316.2K$497.2K+$181.0K2026-10-02
Mustard Seed Financial, LLC
UNCHANGED2,3802,38000%$506.4K$495.1K-$11.3K2026-10-30
Guardian Partners Inc.
INCREASED2,379734+1,645+224%$156.2K$494.9K+$338.7K2026-10-21
Accel Wealth Management
DECREASED2,3622,407-45-2%$512.1K$491.3K-$20.8K2026-10-13
Granite Group Advisors, LLC
DECREASED2,3562,548-192-8%$542.2K$490.1K-$52.1K2026-10-14
Beutel, Goodman & Co Ltd.
NEW2,350—+2,350——$488.0K—2026-11-04
Capstone Wealth Management Group, Inc.
INCREASED2,3362,044+292+14%$434.9K$486.0K+$51.1K2026-10-19
Summit Place Financial Advisors, LLC
INCREASED2,3261,776+550+31%$377.9K$483.9K+$106.0K2026-10-23
Fragasso Financial Advisors Inc
DECREASED2,3182,381-63-3%$506.6K$493.8K-$12.8K2026-10-13
Colton Groome Financial Advisors, LLC
DECREASED2,3022,499-197-8%$531.7K$478.9K-$52.9K2026-10-06
Integris Wealth Management, LLC
UNCHANGED2,2912,29100%$487.5K$476.6K-$10.9K2026-10-14
Capital Investment Counsel, Inc
INCREASED2,2902,257+33+1%$480.2K$476.4K-$3.9K2026-10-20
Asio Capital, LLC
DECREASED2,2862,336-50-2%$497.0K$475.5K-$21.5K2026-10-19
Sunbeam Capital Management, LLC
INCREASED2,2801,777+503+28%$378.1K$474.3K+$96.2K2026-11-05
Traphagen Investment Advisors LLC
INCREASED2,2751,528+747+49%$325.1K$473.2K+$148.1K2026-10-14
tru Independence LLC
INCREASED2,2442,206+38+2%$469.3K$466.9K-$2.4K2026-10-20
Old Port Advisors
DECREASED2,2342,471-237-10%$525.7K$464.7K-$61.0K2026-10-23
First Community Trust NA
NEW2,228—+2,228——$463.5K—2026-10-07
Fortitude Family Office, LLC
UNCHANGED2,2212,22100%$472.6K$462.0K-$10.6K2026-10-14
Greenwood Capital Associates LLC
DECREASED2,2183,374-1,156-34%$717.9K$461.4K-$256.5K2026-10-27
Gryphon Financial Partners LLC
INCREASED2,2032,107+96+5%$448.4K$458.2K+$9.8K2026-11-04
Longview Financial Advisors, Inc.
DECREASED2,2002,248-48-2%$478.2K$457.7K-$20.5K2026-10-09
Burney Co/
INCREASED2,1982,004+194+10%$426.4K$457.2K+$30.8K2026-10-15
ARS Wealth Advisors Group, LLC
INCREASED2,1931,445+748+52%$307.5K$456.2K+$148.7K2026-10-16
Cypress Capital, LLC
DECREASED2,1922,356-164-7%$501.3K$456.0K-$45.3K2026-10-20
Avantax Planning Partners, Inc.
INCREASED2,1922,074+118+6%$441.3K$456.0K+$14.7K2026-11-03
Rockport Wealth LLC
UNCHANGED2,1912,19100%$466.2K$455.8K-$10.4K2026-11-03
Endeavor Private Wealth, Inc.
DECREASED2,1883,108-920-30%$661.3K$455.1K-$206.1K2026-11-05
Coquina Private Wealth LLC
INCREASED2,1882,052+136+7%$436.6K$455.0K+$18.4K2026-10-27
Cyndeo Wealth Partners, LLC
UNCHANGED2,1882,18800%$465.5K$455.1K-$10.4K2026-10-16
Smith Thornton Advisors LLC
UNCHANGED2,1882,18800%$468.7K$455.1K-$13.6K2026-10-16
Indiana Trust & Investment Management Co
UNCHANGED2,1722,17200%$462.1K$451.8K-$10.3K2026-10-22
Peirce Capital Management, LLC
DECREASED2,1692,310-141-6%$491.4K$451.1K-$40.3K2026-10-19
Capitol Family Office, Inc.
UNCHANGED2,1692,16900%$461.5K$451.2K-$10.3K2026-10-13
Adamsbrown Wealth Consultants LLC
DECREASED2,1632,178-15-1%$463.5K$449.9K-$13.6K2026-10-20
Greenfield Savings Bank
DECREASED2,1602,260-100-4%$480.9K$449.3K-$31.5K2026-10-07
Schulz Wealth, Ltd.
UNCHANGED2,1402,14000%$455.3K$445.2K-$10.2K2026-11-03
BCS Wealth Management
UNCHANGED2,1312,13100%$453.4K$443.3K-$10.1K2026-11-03
WPG Advisers, LLC
DECREASED2,1302,260-130-6%$480.9K$443.1K-$37.8K2026-10-27
Guardian Financial Partners, LLC
UNCHANGED2,1272,12700%$452.6K$442.5K-$10.1K2026-11-04
Cottage Street Advisors LLC
DECREASED2,1232,178-55-3%$463.5K$441.6K-$21.9K2026-10-19
Total Wealth Planning & Management, Inc.
INCREASED2,1182,102+16+1%$447.2K$440.6K-$6.7K2026-10-23
Wilkerson Advisory Group LLC
DECREASED2,1172,130-13-1%$453.2K$440.4K-$12.8K2026-10-20
Gibbs Wealth Management
DECREASED2,1162,203-87-4%$468.7K$440.2K-$28.5K2026-10-22
Traynor Capital Management, Inc.
INCREASED2,1041,688+416+25%$359.1K$437.6K+$78.5K2026-10-29
Welch & Forbes LLC
DECREASED2,0832,088-50%$444.3K$433.3K-$11.0K2026-11-04
Bank of New Hampshire
UNCHANGED2,0662,06600%$439.6K$429.8K-$9.8K2026-10-06
Stokes Capital Advisors, LLC
INCREASED2,0642,056+8+0%$437.4K$429.3K-$8.1K2026-10-09
Appleton Partners Inc
INCREASED2,0511,946+105+5%$414.0K$427.0K+$13.0K2026-10-30
Kathmere Capital Management, LLC
UNCHANGED2,0472,04700%$435.5K$425.8K-$9.7K2026-10-20
Mycio Wealth Partners, LLC
DECREASED2,0206,290-4,270-68%$1.3M$420.3K-$918.1K2026-11-04
Verity & Verity, LLC
UNCHANGED2,0202,02000%$429.9K$420.3K-$9.6K2026-10-23
MCF Advisors LLC
INCREASED2,0191,968+51+3%$418.7K$420.0K+$1.3K2026-10-28
Boston Standard Wealth Management, LLC
INCREASED2,0182,012+6+0%$431.1K$419.8K-$11.3K2026-10-07
JB Capital LLC
INCREASED2,0072,004+3+0%$426.3K$417.6K-$8.8K2026-10-19
Archer Investment Management, LLC
DECREASED2,0012,237-236-11%$475.9K$416.2K-$59.7K2026-10-13
SmartHarvest Portfolios, LLC
UNCHANGED1,9971,99700%$424.9K$415.4K-$9.5K2026-10-26
Northwest Wealth Management, LLC
INCREASED1,9961,995+1+0%$424.4K$415.2K-$9.2K2026-10-30
Pekin Hardy Strauss, Inc.
INCREASED1,9871,381+606+44%$293.8K$413.3K+$119.5K2026-11-02
Stackstone Wealth, LLC
NEW1,981—+1,981——$412.1K—2026-10-19
Elevatus Welath Management
INCREASED1,9661,964+2+0%$417.8K$408.9K-$8.9K2026-10-19
R. W. Roge & Company, Inc.
UNCHANGED1,9641,96400%$417.0K$409.0K-$8.0K2026-11-04
Ameliora Wealth Management Ltd.
UNCHANGED1,9601,96000%$417.0K$407.7K-$9.3K2026-10-23
Johnson Financial Group, LLC
DECREASED1,9576,205-4,248-68%$1.3M$407.1K-$913.1K2026-11-03
Strategic Blueprint, LLC
INCREASED1,9481,874+74+4%$398.8K$405.2K+$6.4K2026-10-22
Purus Wealth Management, LLC
INCREASED1,9431,855+88+5%$394.7K$404.2K+$9.5K2026-10-15
Eddie Patel Inc
NEW1,942—+1,942——$404.0K—2026-11-02
Provident Investment Management, Inc.
DECREASED1,9354,365-2,430-56%$928.7K$402.5K-$526.2K2026-10-23
Alamar Capital Management, LLC
INCREASED1,9241,637+287+18%$348.2K$400.2K+$51.9K2026-11-02
Howard Bailey Securities, LLC
INCREASED1,9191,747+172+10%$371.7K$399.1K+$27.5K2026-10-27
Stone House Investment Management, LLC
INCREASED1,9191,912+7+0%$406.9K$399.1K-$7.8K2026-10-23
Cresta Advisors, Ltd.
INCREASED1,9161,726+190+11%$367.2K$398.6K+$31.3K2026-10-14
AWM Capital, LLC
INCREASED1,9091,868+41+2%$397.5K$397.1K-$3402026-10-16
Nova Financial LLC
NEW1,894—+1,894——$394.1K—2026-11-04
Capital Advantage, Inc.
UNCHANGED1,8891,88900%$401.9K$393.0K-$9.0K2026-10-14
Secure Asset Management, LLC
INCREASED1,8881,551+337+22%$329.9K$392.8K+$62.9K2026-10-19
LFA - Lugano Financial Advisors SA
UNCHANGED1,8781,87800%$399.6K$390.7K-$8.9K2026-11-03
Walser Wealth Management Company, A Ltd Liability Co
DECREASED1,8681,898-30-2%$403.9K$388.6K-$15.3K2026-10-15
Hunter Associates Investment Management LLC
INCREASED1,8521,772+80+5%$377.0K$385.0K+$8.0K2026-10-26
Cordatus Wealth Management LLC
INCREASED1,8501,125+725+64%$239.4K$384.8K+$145.5K2026-10-19
BXM Wealth LLC
INCREASED1,8421,107+735+66%$235.5K$383.2K+$147.6K2026-11-03
Paragon Capital Management Ltd
INCREASED1,8411,627+214+13%$346.3K$383.0K+$36.7K2026-10-09
Stableford Capital II LLC
DECREASED1,8352,074-239-12%$441.3K$381.7K-$59.6K2026-10-09
Avaii Wealth Management, LLC
INCREASED1,8261,750+76+4%$372.3K$383.0K+$10.7K2026-10-09
Victory Financial Group, LLC
DECREASED1,8161,841-25-1%$391.6K$377.8K-$13.8K2026-10-27
GW Henssler & Associates LTD
UNCHANGED1,8081,80800%$384.7K$376.1K-$8.6K2026-10-26
Westbourne Investment Advisors, Inc.
INCREASED1,8001,793+7+0%$381.5K$374.4K-$7.1K2026-10-20
Harbour Capital Advisors, LLC
UNCHANGED1,7921,79200%$384.0K$372.8K-$11.3K2026-10-13
Emergent Wealth Advisors, LLC
INCREASED1,7901,789+1+0%$380.8K$372.4K-$8.3K2026-10-09
Marathon Capital Management
INCREASED1,7861,056+730+69%$224.6K$371.5K+$146.8K2026-10-23
Higgins & Schmidt Wealth Strategies LLC
UNCHANGED1,7861,78600%$380.0K$371.5K-$8.5K2026-10-26
Woodward Financial Advisors, Inc.
UNCHANGED1,7711,77100%$376.8K$368.4K-$8.4K2026-10-19
NBT Bank, N.A.
DECREASED1,7661,949-183-9%$414.7K$367.4K-$47.3K2026-10-21
Essential Planning, Llc.
UNCHANGED1,7651,76500%$375.6K$367.2K-$8.4K2026-10-21
Shulman DeMeo Asset Management LLC
NEW1,751—+1,751——$369.7K—2026-10-09
Kirr Marbach & Co LLC
UNCHANGED1,7501,75000%$372.3K$364.0K-$8.3K2026-10-20
SC&H Financial Advisors, Inc.
UNCHANGED1,7491,74900%$372.1K$363.8K-$8.3K2026-10-14
Unify Financial Advisors
INCREASED1,7481,435+313+22%$305.3K$363.6K+$58.3K2026-11-03
Premier Path Wealth Partners, LLC
NEW1,736—+1,736——$361.1K—2026-10-16
Rose Capital Advisors LLC
DECREASED1,7271,728-10%$367.6K$359.4K-$8.2K2026-11-04
Carlson Financial, Inc.
INCREASED1,7231,596+127+8%$340.1K$358.3K+$18.2K2026-11-05
Cannon Financial Strategists, Inc.
UNCHANGED1,7201,72000%$366.1K$357.9K-$8.2K2026-10-19
Keeler Thomas Management LLC
NEW1,712—+1,712——$356.1K—2026-10-29
William John Sempolinski
UNCHANGED1,7041,70400%$362.6K$354.5K-$8.1K2026-10-20
Clark Asset Management, LLC
INCREASED1,6941,475+219+15%$313.8K$352.4K+$38.6K2026-10-19
Southland Equity Partners LLC
INCREASED1,6931,692+1+0%$360.1K$352.1K-$8.0K2026-10-14
First County Bank
INCREASED1,6921,677+15+1%$356.8K$352.0K-$4.8K2026-10-13
Signature Equity Partners, LLC
INCREASED1,6861,466+220+15%$311.9K$350.8K+$38.9K2026-10-29
Peoples Financial Services Corp.
DECREASED1,6831,688-50%$359.1K$350.1K-$9.1K2026-10-20
Briaud Financial Planning Inc
DECREASED1,6761,682-60%$357.9K$348.6K-$9.2K2026-10-20
Juno Financial Group LLC
UNCHANGED1,6721,67200%$355.8K$347.8K-$7.9K2026-10-27
Penbrook Management LLC
UNCHANGED1,6701,67000%$355.3K$347.4K-$7.9K2026-10-16
ARK & TLK Investments, LLC
UNCHANGED1,6641,66400%$354.1K$346.1K-$7.9K2026-10-20
Cogent Strategic Wealth LLC
DECREASED1,6571,661-40%$353.4K$344.7K-$8.7K2026-10-22
Old Peak Finance LLC
UNCHANGED1,6531,65300%$351.7K$343.9K-$7.9K2026-11-02
Unified Investment Management
INCREASED1,6411,640+1+0%$349.0K$341.3K-$7.8K2026-10-14
Occidental Asset Management, LLC
DECREASED1,6341,665-31-2%$354.3K$339.9K-$14.4K2026-11-05
S.A. Mason LLC
INCREASED1,6291,429+200+14%$304.0K$338.9K+$34.8K2026-10-13
Frederick Financial Consultants, LLC
INCREASED1,6251,585+40+3%$337.3K$338.1K+$7892026-10-29
Ulrich Consultants & Investment Group, LLC
NEW1,623—+1,623——$337.6K—2026-10-13
Global Trust Asset Management, LLC
DECREASED1,6201,930-310-16%$410.6K$337.0K-$73.7K2026-10-19
Warwick Investment Management, Inc.
DECREASED1,6111,672-61-4%$355.8K$335.1K-$20.6K2026-10-19
Stirlingshire Investments, Inc.
NEW1,605—+1,605——$333.9K—2026-11-05
WealthCare Investment Partners, LLC
INCREASED1,6031,232+371+30%$262.3K$333.6K+$71.3K2026-11-05
Stonehaven Wealth & TAX Solutions, LLC
NEW1,601—+1,601——$333.0K—2026-10-22
Cooper Financial Group
INCREASED1,6001,321+279+21%$281.0K$332.8K+$51.8K2026-10-07
Consolidated Capital Management, LLC
UNCHANGED1,5961,59600%$339.6K$332.0K-$7.6K2026-10-13
SkyOak Wealth, LLC
UNCHANGED1,5911,59100%$338.6K$331.1K-$7.6K2026-10-28
Elevated Capital Advisors, LLC
DECREASED1,5871,604-17-1%$341.3K$330.1K-$11.2K2026-11-04
Beacon Financial Group
NEW1,578—+1,578——$328.2K—2026-10-19
Millennium Capital Advisors, LLC
INCREASED1,5721,557+15+1%$331.4K$327.0K-$4.5K2026-10-16
Flynn Zito Capital Management, LLC
DECREASED1,5701,584-14-1%$337.0K$326.7K-$10.4K2026-11-04
Gimbal Financial
INCREASED1,5611,521+40+3%$323.7K$324.8K+$1.1K2026-10-19
4J Wealth Management LLC
UNCHANGED1,5451,54500%$328.7K$321.4K-$7.3K2026-11-02
Capital Wealth Alliance, LLC
UNCHANGED1,5411,54100%$328.0K$321.1K-$6.9K2026-10-20
Castle Rock Wealth Management, LLC
INCREASED1,5401,537+3+0%$328.1K$327.0K-$1.0K2026-10-09
Summa Corp.
UNCHANGED1,5361,53600%$326.8K$319.5K-$7.3K2026-10-30
GreatBanc Trust Co
DECREASED1,5241,635-111-7%$347.9K$317.0K-$30.9K2026-11-04
Inspirion Wealth Advisors, LLC
NEW1,523—+1,523——$316.8K—2026-10-09
One Way Holdings LLC
INCREASED1,5231,452+71+5%$308.9K$316.8K+$7.9K2026-10-29
Clear Retirement Advice LLC
UNCHANGED1,5191,51900%$323.2K$316.0K-$7.2K2026-10-22
Andina Capital Management, LLC
INCREASED1,5181,292+226+17%$274.9K$315.8K+$40.9K2026-10-21
Monument Group Wealth Advisors, LLC
DECREASED1,5171,867-350-19%$373.6K$315.7K-$57.8K2026-10-21
Dutch Asset Corp
UNCHANGED1,5131,51300%$321.9K$314.7K-$7.2K2026-10-20
Gables Capital Management Inc.
NEW1,510—+1,510——$314.1K—2026-11-04
Relyea Zuckerberg Hanson LLC
DECREASED1,5022,059-557-27%$438.0K$312.4K-$125.7K2026-10-20
Alhambra Investment Management LLC
UNCHANGED1,5021,50200%$319.6K$312.4K-$7.1K2026-10-15
Hedges Asset Management LLC
UNCHANGED1,5001,50000%$319.2K$312.0K-$7.1K2026-10-29
Baron Wealth Management LLC
DECREASED1,4991,989-490-25%$423.2K$311.8K-$111.4K2026-10-27
SYM Financial Corp
INCREASED1,4981,298+200+15%$276.2K$311.6K+$35.4K2026-10-26
Richmond Investment Services, LLC
INCREASED1,4951,481+14+1%$315.2K$311.0K-$4.1K2026-10-29
Thompson Davis & Co., Inc.
UNCHANGED1,4911,49100%$317.2K$310.2K-$7.1K2026-11-05
SFG Wealth Management, Llc.
INCREASED1,4791,453+26+2%$309.2K$307.7K-$1.5K2026-10-23
Financial Designs Corp
INCREASED1,4781,455+23+2%$309.6K$307.5K-$2.1K2026-10-09
Kanawha Capital Management LLC
UNCHANGED1,4741,47400%$313.6K$306.6K-$7.0K2026-10-19
Revisor Wealth Management LLC
DECREASED1,4661,566-100-6%$333.2K$309.6K-$23.6K2026-10-20
Grey Fox Wealth Advisors, LLC
INCREASED1,4631,458+5+0%$310.2K$304.4K-$5.8K2026-11-03
Lodestone Wealth Management LLC
INCREASED1,4501,449+1+0%$308.3K$301.6K-$6.7K2026-10-14
Heritage Family Offices, LLP
UNCHANGED1,4501,45000%$308.5K$301.6K-$6.9K2026-11-02
Harbor Group, Inc.
INCREASED1,4421,437+5+0%$305.7K$300.0K-$5.7K2026-10-14
Adelphi Trust Co
UNCHANGED1,4341,43400%$305.1K$298.3K-$6.8K2026-10-05
Clear Point Advisors Inc.
INCREASED1,4331,429+4+0%$304.1K$298.1K-$6.1K2026-10-30
Braun Stacey Associates Inc
DECREASED1,4251,485-60-4%$316.0K$296.4K-$19.5K2026-10-19
PPS&V Asset Management Consultants, Inc.
UNCHANGED1,4251,42500%$303.2K$296.4K-$6.8K2026-10-06
Main Street Group, LTD
UNCHANGED1,4211,42100%$302.3K$295.6K-$6.8K2026-10-28
Signature Wealth Management Partners, LLC
NEW1,420—+1,420——$295.4K—2026-10-21
Maia Wealth LLC
DECREASED1,4112,032-621-31%$432.4K$293.5K-$138.9K2026-10-19
Virtue Asset Management LLC
INCREASED1,4111,384+27+2%$294.5K$293.5K-$9582026-10-21
Wisconsin Wealth Advisors, LLC
INCREASED1,4041,359+45+3%$289.2K$292.1K+$2.9K2026-10-08
Reynders McVeigh Capital Management, LLC
INCREASED1,3981,395+3+0%$297.0K$290.8K-$6.2K2026-10-30
Capital Squared Financial LLC
INCREASED1,3951,371+24+2%$291.7K$290.2K-$1.5K2026-10-30
BLB&B Advisors, LLC
INCREASED1,3911,166+225+19%$248.1K$289.4K+$41.3K2026-10-27
JIM Saulnier & Associates, LLC
INCREASED1,3811,376+5+0%$292.8K$287.3K-$5.5K2026-11-04
Goldenstone Wealth Management LLC
DECREASED1,3791,430-51-4%$304.4K$286.8K-$17.6K2026-11-04
LightSquare Wealth Management, LLC
INCREASED1,3781,376+2+0%$292.9K$286.7K-$6.2K2026-11-03
Abel Hall, LLC
DECREASED1,3711,416-45-3%$301.3K$285.2K-$16.1K2026-10-19
Carota Wealth Management
NEW1,358—+1,358——$282.5K—2026-11-03
Mcrae Capital Management Inc
NEW1,357—+1,357——$282.3K—2026-10-15
Krane Financial Solutions LLC
DECREASED1,3541,383-29-2%$294.3K$281.7K-$12.6K2026-10-30
Peck Wealth Management, LLC
UNCHANGED1,3531,35300%$287.8K$281.4K-$6.4K2026-10-29
Orser Capital Management, LLC
UNCHANGED1,3501,35000%$287.2K$280.8K-$6.4K2026-10-13
Hubbell Strickland Wealth Management, LLC
INCREASED1,3461,341+5+0%$285.4K$280.1K-$5.3K2026-10-29
Hazlett, Burt & Watson, Inc.
INCREASED1,3431,188+155+13%$177.1K$196.1K+$19.0K2026-11-04
Everhart Financial Group, Inc.
DECREASED1,3421,344-20%$286.0K$279.2K-$6.8K2026-10-08
Lloyd Advisory Services, Llc.
INCREASED1,340899+441+49%$191.3K$278.8K+$87.5K2026-11-02
Three Arch Wealth Management LLC
INCREASED1,3391,290+49+4%$274.5K$278.5K+$4.1K2026-10-20
Garde Capital, Inc.
INCREASED1,3361,335+1+0%$284.1K$277.8K-$6.3K2026-10-29
BNC Wealth Management, LLC
INCREASED1,3331,098+235+21%$233.6K$277.3K+$43.7K2026-10-19
Portside Wealth Group, LLC
INCREASED1,3291,174+155+13%$249.8K$276.5K+$26.7K2026-10-20
TFC Financial Management, Inc.
INCREASED1,3291,324+5+0%$281.8K$276.5K-$5.2K2026-10-26
Waterway Wealth Management, LLC
DECREASED1,3241,541-217-14%$327.9K$275.4K-$52.5K2026-10-28
Fogel Capital Management, Inc.
UNCHANGED1,3191,31900%$280.6K$274.4K-$6.3K2026-11-04
Cascade Investment Advisors, Inc.
UNCHANGED1,3141,31400%$279.7K$273.4K-$6.2K2026-11-02
Archvest Wealth Advisors, Inc.
UNCHANGED1,3121,31200%$279.2K$272.9K-$6.2K2026-10-29
Advisory Solutions Group, LLC
NEW1,310—+1,310——$272.6K—2026-10-14
Rockwood Wealth Management, LLC
INCREASED1,3031,018+285+28%$216.6K$271.1K+$54.5K2026-10-27
Vertrix Wealth Management, LLC
INCREASED1,3031,273+30+2%$270.9K$271.1K+$1942026-10-13
HBW Advisory Services LLC
INCREASED1,3031,289+14+1%$274.2K$271.0K-$3.3K2026-10-15
Sylvest Advisors, LLC
INCREASED1,3031,298+5+0%$276.2K$271.1K-$5.1K2026-10-26
BlueSky Wealth Advisors, LLC
UNCHANGED1,3001,30000%$276.6K$270.4K-$6.2K2026-10-29
Angeles Wealth Management, LLC
NEW1,295—+1,295——$269.4K—2026-10-26
Dagco, Inc.
INCREASED1,2921,001+291+29%$212.9K$268.8K+$55.8K2026-10-20
JSF Financial, LLC
INCREASED1,2861,234+52+4%$262.5K$267.4K+$5.0K2026-10-22
Ascent Group, LLC
UNCHANGED1,2811,28100%$272.6K$266.5K-$6.1K2026-10-30
Compass Financial Services Inc
INCREASED1,2711,269+2+0%$270.0K$264.6K-$5.5K2026-11-06
Hardworking Capital Advisors, LLC
NEW1,268—+1,268——$263.8K—2026-10-20
Grey Ledge Advisors, LLC
INCREASED1,2661,249+17+1%$265.8K$263.4K-$2.4K2026-11-02
IFC & Insurance Marketing, Inc.
UNCHANGED1,2561,25600%$267.2K$261.3K-$6.0K2026-10-16
Capital Investment Counsel, LLC
UNCHANGED1,2541,25400%$266.8K$260.8K-$6.0K2026-10-14
Raleigh Capital Management Inc.
INCREASED1,253697+556+80%$148.4K$260.6K+$112.2K2026-10-28
Mattern Wealth Management LLC
UNCHANGED1,2441,24400%$264.7K$258.8K-$5.9K2026-11-04
Mogy Joel R Investment Counsel Inc
UNCHANGED1,2401,24000%$263.8K$257.9K-$5.9K2026-10-13
Equity Wealth Partners, LLC
DECREASED1,2361,311-75-6%$278.9K$257.0K-$21.9K2026-10-26
HWG Holdings LP
NEW1,231—+1,231——$256.1K—2026-10-08
Gallacher Capital Management LLC
INCREASED1,2301,016+214+21%$216.1K$255.8K+$39.7K2026-10-30
Henderson Brothers Financial Partners, LLC
UNCHANGED1,2141,21400%$258.3K$252.5K-$5.8K2026-11-03
Tctc Holdings, LLC
UNCHANGED1,2101,21000%$257.5K$251.7K-$5.7K2026-11-02
Centerpoint Advisors, LLC
UNCHANGED1,2001,20000%$255.0K$250.0K-$5.0K2026-11-05
NBH Bank
INCREASED1,199526+673+128%$111.9K$249.4K+$137.5K2026-11-05
Guidance Point Advisors, LLC
INCREASED1,1951,150+45+4%$244.7K$248.6K+$3.9K2026-10-15
XML Financial, LLC
DECREASED1,1891,221-32-3%$259.8K$247.3K-$12.5K2026-10-29
Stewardship Advisors, LLC
NEW1,170—+1,170——$243.4K—2026-10-20
Princeton Global Asset Management LLC
DECREASED1,1701,293-123-10%$275.0K$243.3K-$31.7K2026-10-21
Cap Partners, LLC
UNCHANGED1,1701,17000%$248.9K$243.4K-$5.5K2026-10-19
Legacy Capital Wealth Partners, LLC
INCREASED1,1691,034+135+13%$220.1K$243.1K+$23.0K2026-10-21
Leslie Global Wealth, LLC
NEW1,167—+1,167——$242.7K—2026-10-26
Arch Global Advisors, LLC
UNCHANGED1,1641,16400%$247.7K$242.1K-$5.5K2026-10-23
Leo Wealth, LLC
NEW1,160—+1,160——$241.3K—2026-10-26
Hudson Edge Investment Partners Inc.
UNCHANGED1,1531,15300%$245.3K$239.8K-$5.5K2026-10-28
Matrix Asset Advisors Inc
UNCHANGED1,1501,15000%$244.7K$239.2K-$5.5K2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED1,147355+792+223%$76.1K$240.5K+$164.4K2026-11-04
Mcdonald Capital Investors Inc
UNCHANGED1,1451,14500%$243.6K$238.2K-$5.4K2026-10-27
Tortoise Investment Management, LLC
DECREASED1,1401,294-154-12%$275.3K$237.1K-$38.2K2026-11-06
ARQ Wealth Advisors, LLC
UNCHANGED1,1391,13900%$242.4K$237.0K-$5.3K2026-10-29
Curated Wealth Partners LLC
NEW1,137—+1,137——$236.4K—2026-10-15
Alliance Private Wealth, LLC
INCREASED1,1251,064+61+6%$226.4K$234.0K+$7.6K2026-10-20
Hudson Capital Management LLC
INCREASED1,1201,020+100+10%$217.0K$233.0K+$16.0K2026-10-20
Townsend & Associates, Inc
UNCHANGED1,1201,12000%$237.9K$239.8K+$1.9K2026-10-23
Trace Wealth Advisors, LLC
UNCHANGED1,1201,12000%$238.3K$233.0K-$5.3K2026-10-30
Novem Group
UNCHANGED1,1111,11100%$236.4K$231.1K-$5.2K2026-10-19
Edgemoor Investment Advisors, Inc.
UNCHANGED1,1071,10700%$235.5K$230.3K-$5.3K2026-11-03
Nikulski Financial, Inc.
DECREASED1,1001,350-250-19%$287.2K$228.8K-$58.4K2026-11-06
Spectrum Financial Alliance Ltd LLC
UNCHANGED1,0941,09400%$232.8K$227.6K-$5.2K2026-10-29
RAM Investment Partners, LLC
INCREASED1,0881,059+29+3%$225.3K$226.3K+$1.0K2026-10-21
Stonebridge Financial Group, LLC
INCREASED1,087951+136+14%$202.3K$226.2K+$23.9K2026-10-01
CWA Asset Management Group, LLC
DECREASED1,0841,925-841-44%$409.7K$225.6K-$184.1K2026-10-19
Columbia Bank
NEW1,079—+1,079——$224.5K—2026-10-29
HCR Wealth Advisors
UNCHANGED1,0761,07600%$228.9K$224.0K-$5.0K2026-10-15
SeaCrest Wealth Management, LLC
DECREASED1,0721,079-7-1%$229.6K$223.0K-$6.6K2026-10-21
Compass Ion Advisors, LLC
NEW1,068—+1,068——$222.2K—2026-10-23
Acorn Financial Advisory Services Inc
NEW1,064—+1,064——$221.3K—2026-11-02
Embree Financial Group
DECREASED1,0621,775-713-40%$377.6K$220.9K-$156.6K2026-10-22
Private Management Group Inc
UNCHANGED1,0621,06200%$226.0K$220.9K-$5.0K2026-11-04
Shaker Investments LLC
DECREASED1,0611,446-385-27%$307.6K$220.7K-$86.9K2026-11-05
Vann Equity Management LLC
DECREASED1,0561,187-131-11%$252.6K$219.7K-$32.9K2026-10-08
Beacon Advisors Holdings, LLC
NEW1,052—+1,052——$218.8K—2026-10-27
Waters Parkerson & Co., LLC
NEW1,051—+1,051——$218.6K—2026-11-04
ACT Wealth Management, LLC
DECREASED1,0511,267-216-17%$269.6K$218.6K-$51.0K2026-10-09
Mayfair Advisory Group, LLC
DECREASED1,0511,055-40%$225.2K$218.6K-$6.6K2026-10-20
Ferguson Wellman Capital Management, Inc
DECREASED1,0441,064-20-2%$226.4K$217.2K-$9.2K2026-10-05
Financial Security Advisor, Inc.
INCREASED1,0441,041+3+0%$221.5K$217.1K-$4.3K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,0434,684-3,641-78%$997.1K$217.0K-$780.1K2026-10-14
Alexander Randolph Advisory, Inc.
INCREASED1,0361,019+17+2%$216.8K$215.5K-$1.4K2026-11-04
TCI Wealth Advisors, Inc.
DECREASED1,0351,234-199-16%$262.6K$215.3K-$47.3K2026-10-30
Linscomb Wealth, Inc.
UNCHANGED1,0341,03400%$220.0K$215.1K-$4.9K2026-11-05
Accurate Wealth Management, LLC
INCREASED1,025940+85+9%$201.5K$218.7K+$17.2K2026-10-20
Cove Private Wealth, LLC
UNCHANGED1,0251,02500%$218.1K$213.2K-$4.9K2026-10-28
Winthrop Advisory Group LLC
NEW1,016—+1,016——$211.3K—2026-10-22
Investment Partners Asset Management, Inc.
NEW1,016—+1,016——$211.3K—2026-10-09
Lodestar Private Asset Management LLC
UNCHANGED1,0161,01600%$216.2K$211.3K-$4.8K2026-10-26
Idaho Trust Co
UNCHANGED1,0151,01500%$216.0K$211.1K-$4.8K2026-11-04
Cypress Wealth Services, LLC
INCREASED1,008967+41+4%$205.8K$212.2K+$6.4K2026-10-21
Floyd Financial Group LLC
UNCHANGED1,0081,00800%$215.2K$215.0K-$1522026-10-28
Old Mission Investment Co LLC
DECREASED1,0071,115-108-10%$237.2K$209.5K-$27.8K2026-10-22
Integras Partners LLC
NEW1,006—+1,006——$209.3K—2026-10-30
TCV Trust & Wealth Management, Inc.
DECREASED1,0041,036-32-3%$220.6K$209.1K-$11.6K2026-10-16
M Holdings Securities, Inc.
NEW1,002—+1,002——$217—2026-11-03
Mullooly Asset Management, Inc.
INCREASED1,002999+3+0%$212.5K$208.6K-$4.0K2026-10-30
John G Ullman & Associates Inc
UNCHANGED1,0001,00000%$212.8K$208.0K-$4.8K2026-11-04
Martin Capital Partners, LLC
UNCHANGED1,0001,00000%$212.8K$208.0K-$4.8K2026-10-07
Accredited Investors Inc.
UNCHANGED99899800%$212.4K$207.7K-$4.7K2026-11-03
Prudent Investor Advisors, LLC
NEW997—+997——$207.4K—2026-10-22
Financial Life Advisors
UNCHANGED99399300%$211.3K$206.6K-$4.7K2026-10-14
Advisory Resource Group
INCREASED991990+1+0%$210.5K$206.1K-$4.5K2026-10-26
Congress Park Capital LLC
NEW990—+990——$206.0K—2026-10-13
Schneider Downs Wealth Management Advisors, LP
DECREASED989997-8-1%$212.1K$205.7K-$6.4K2026-10-27
Acropolis Investment Management, LLC
DECREASED9841,159-175-15%$246.5K$204.6K-$41.9K2026-10-08
Noesis Capital Mangement Corp
DECREASED9801,255-275-22%$267.0K$203.9K-$63.2K2026-10-26
Missouri Trust & Investment Co
UNCHANGED97797700%$210.1K$203.2K-$6.8K2026-11-04
First Bancorp, Inc
UNCHANGED97597500%$207.5K$202.8K-$4.6K2026-10-26
Financial Synergies Wealth Advisors, Inc.
INCREASED969968+1+0%$206.1K$201.5K-$4.6K2026-10-16
Plan Group Financial, LLC
NEW964—+964——$208.1K—2026-10-22
Vima LLC
INCREASED954952+2+0%$202.6K$198.5K-$4.1K2026-10-23
Bayban
UNCHANGED89589500%$190.4K$190.4K$02026-11-05
Beacon Investment Advisory Services, Inc.
DECREASED8911,891-1,000-53%$402.3K$185.3K-$217.0K2026-10-13
Oakworth Capital, Inc.
UNCHANGED88688600%$188.5K$184.3K-$4.2K2026-10-26
SBI Securities Co., Ltd.
INCREASED860833+27+3%$177.2K$178.9K+$1.7K2026-10-22
Carnegie Lake Advisors LLC
NEW832—+832——$235.7K—2026-11-03
Wagner Wealth Management, LLC
INCREASED815814+1+0%$173.2K$169.5K-$3.7K2026-10-21
Laurel Wealth Advisors LLC
NEW803—+803——$167.0K—2026-10-27
GS Investments, Inc.
UNCHANGED80080000%$170.2K$166.4K-$3.8K2026-11-05
William Mack & Associates, Inc.
NEW738—+738——$153.5K—2026-10-27
Burk Holdings LLC
UNCHANGED72072000%$153.2K$149.8K-$3.4K2026-11-05
GK Wealth Management LLC
NEW700—+700——$145.6K—2026-10-09
Latitude Advisors, LLC
NEW690—+690——$143.6K—2026-10-27
Trust Co
DECREASED683720-37-5%$153.2K$142.1K-$11.1K2026-10-09
Realta Investment Advisors
NEW666—+666——$138.5K—2026-10-14
Ulland Investment Advisors, LLC
UNCHANGED66566500%$141$138-$32026-10-13
Hilton Head Capital Partners, LLC
UNCHANGED66066000%$140.4K$137.3K-$3.1K2026-10-23
Creative Capital Management Investments LLC
UNCHANGED64064000%$136.2K$133.1K-$3.0K2026-10-28
Key FInancial Inc
UNCHANGED63663600%$135.3K$132.3K-$3.0K2026-11-02
City State Bank
UNCHANGED62262200%$132.3K$129.4K-$3.0K2026-10-20
Triumph Capital Management
DECREASED618729-111-15%$155.1K$128.6K-$26.5K2026-10-14
RHL Group, LLC
INCREASED603601+2+0%$128.0K$125.5K-$2.6K2026-11-04
West Branch Capital LLC
UNCHANGED59159100%$125.7K$122.9K-$2.8K2026-10-20
RMG Wealth Management LLC
NEW571—+571——$124.0K—2026-10-26
Deane Retirement Strategies, Inc.
DECREASED559561-20%$119.4K$116.3K-$3.1K2026-10-09
Peterson Wealth Management
INCREASED551204+347+170%$43.5K$114.7K+$71.2K2026-11-06
POM Investment Strategies, LLC
INCREASED547112+435+388%$23.8K$113.8K+$90.0K2026-10-20
EPG Wealth Management LLC
DECREASED520742-222-30%$158.0K$108.2K-$49.8K2026-11-03
Versant Capital Management, Inc
UNCHANGED51951900%$110.4K$108.0K-$2.5K2026-10-02
1620 Investment Advisors, Inc.
INCREASED50725+482+1928%$5.3K$105.5K+$100.2K2026-11-04
Avion Wealth
DECREASED5051,550-1,045-67%$329.0K$105.0K-$224.0K2026-11-04
Financial Consulate, Inc
DECREASED502516-14-3%$109.8K$104.4K-$5.4K2026-10-23
Gilpin Wealth Management, LLC
UNCHANGED50050000%$106.4K$104.0K-$2.4K2026-10-09
Legacies Wealth LLC
UNCHANGED50050000%$106.4K$104.0K-$2.4K2026-11-02
Dhjj Financial Advisors, Ltd.
DECREASED485491-6-1%$104.4K$100.9K-$3.6K2026-10-23
Wolff Wiese Magana LLC
DECREASED481541-60-11%$115.1K$100.1K-$15.1K2026-10-15
CX Institutional
INCREASED481480+1+0%$102$100-$22026-10-02
Fairscale Capital, LLC
DECREASED433499-66-13%$106.2K$94.4K-$11.7K2026-11-04
Morling Financial Advisors, LLC
UNCHANGED40940900%$87.0K$85.1K-$1.9K2026-10-28
Valley Wealth Managers, Inc.
DECREASED4081,301-893-69%$276.8K$84.9K-$191.9K2026-10-09
Nfsg Corp
DECREASED400417-17-4%$88.7K$83.2K-$5.4K2026-10-15
City Holding Co
INCREASED396286+110+38%$60.9K$82.4K+$21.5K2026-10-19
Balance Wealth Partners LLC
NEW392—+392——$81.5K—2026-10-27
Harbor Asset Planning, Inc.
INCREASED379366+13+4%$77.9K$79.0K+$1.1K2026-10-23
Portfolio Resources Advisor Group, Inc.
UNCHANGED36736700%$78.1K$76.3K-$1.7K2026-10-20
3 Factor Indexing, LLC
UNCHANGED36636600%$77.9K$76.1K-$1.7K2026-10-15
Transce3nd, LLC
NEW362—+362——$78.4K—2026-10-26
Jnba Financial Advisors
UNCHANGED33633600%$71.5K$69.9K-$1.6K2026-11-03
Roxbury Financial LLC
DECREASED325354-29-8%$75.2K$67.5K-$7.7K2026-10-01
Cassaday & Co Wealth Management LLC
UNCHANGED32032000%$68.1K$66.6K-$1.5K2026-10-27
Birch Financial Group, LLC
NEW309—+309——$64.2K—2026-10-27
Piscataqua Savings Bank
UNCHANGED30730700%$65.3K$63.9K-$1.5K2026-10-21
Coastline Trust Co
DECREASED306822-516-63%$174.9K$63.7K-$111.2K2026-10-01
Wealth Enhancement Trust Services, Inc.
DECREASED3051,980-1,675-85%$421.3K$63.4K-$357.8K2026-10-07
Daytona Street Capital LLC
NEW300—+300——$63.3K—2026-10-15
Halbert Hargrove Global Advisors, LLC
UNCHANGED30030000%$63.8K$62.4K-$1.4K2026-10-16
Center for Financial Planning, Inc.
UNCHANGED28528500%$60.6K$59.3K-$1.4K2026-10-26
TD Private Client Wealth LLC
INCREASED283278+5+2%$59.2K$58.9K-$2802026-10-28
Key Capital Management, Inc
INCREASED27233+239+724%$7.0K$56.6K+$49.6K2026-11-03
Quest 10 Wealth Builders, Inc.
INCREASED264163+101+62%$34.6K$54.8K+$20.2K2026-11-02
First Command Advisory Services, Inc.
DECREASED256531-275-52%$113.0K$53.3K-$59.7K2026-11-05
Tompkins Financial Corp
UNCHANGED24724700%$52.6K$51.4K-$1.2K2026-10-05
John Boyer, Inc.
NEW246—+246——$51.2K—2026-10-27
Chilton Capital Management LLC
DECREASED238663-425-64%$141.1K$49.5K-$91.6K2026-10-28
Hanson & Doremus Investment Management
UNCHANGED23623600%$50.0K$49-$50.0K2026-10-16
Richards, Merrill & Peterson, Inc.
INCREASED233232+1+0%$49.4K$48.5K-$9212026-10-19
Fairman Group, LLC
UNCHANGED22922900%$48.8K$47.7K-$1.1K2026-10-26
GoalVest Advisory LLC
DECREASED20911,413-11,204-98%$2.4M$43.5K-$2.4M2026-10-02
Valued Wealth Advisors LLC
INCREASED20825+183+732%$5.3K$43.3K+$37.9K2026-11-05
Marquette Asset Management, LLC
UNCHANGED20720700%$44.0K$43.1K-$9832026-10-09
St. Johns Investment Management Company, LLC
UNCHANGED20720700%$44.0K$43.1K-$9832026-10-30
Tounjian Advisory Partners, LLC
NEW201—+201——$41.8K—2026-11-04
Essential Investment Partners LLC
UNCHANGED20020000%$42.6K$41.6K-$9502026-10-27
First Pacific Financial
INCREASED194193+1+1%$41.1K$40.3K-$7662026-10-14
Financial Perspectives, Inc
UNCHANGED18518500%$39.4K$38.5K-$8782026-11-03
Beacon Financial Strategies Corp
NEW184—+184——$38.3K—2026-10-14
MassMutual Private Wealth & Trust, FSB
UNCHANGED18018000%$38.3K$37.4K-$8552026-10-05
Old Second National Bank of Aurora
UNCHANGED17717700%$37.7K$36.8K-$8402026-10-22
Kingdom Financial Group Llc.
INCREASED164122+42+34%$26.0K$34.1K+$8.2K2026-11-04
Valley National Advisers Inc
INCREASED151150+1+1%$31.9K$31.4K-$5592026-10-23
Birchbrook, Inc.
UNCHANGED13913900%$29.6K$28.9K-$6612026-10-14
Financially Speaking Inc
NEW135—+135——$28.0K—2026-11-05
Rydar Equities, Inc.
NEW130—+130——$27.3K—2026-10-13
Southern Michigan Bank & Trust
UNCHANGED12912900%$27.4K$26.8K-$6122026-10-19
GHP Investment Advisors, Inc.
INCREASED128127+1+1%$27.1K$26.5K-$5552026-10-15
Citizens National Bank Trust Department
UNCHANGED12112100%$25.7K$25.2K-$5752026-11-04
Dorato Capital Management
UNCHANGED10810800%$23.1K$22.7K-$4002026-10-08
Kings Path Partners LLC
NEW100—+100——$20.8K—2026-10-21
Chapman Financial Group, LLC
DECREASED1001,260-1,160-92%$268.2K$20.8K-$247.4K2026-10-26
Horizon Financial Services, LLC
UNCHANGED10010000%$21.3K$20.8K-$4752026-11-04
Milfam LLC
UNCHANGED10010000%$21.3K$20.8K-$4752026-10-13
Goodman Advisory Group, LLC
NEW97—+97——$20.2K—2026-11-02
Mainstream Capital Management LLC
NEW96—+96——$20.0K—2026-10-23
Markowski Investments
NEW90—+90——$18.7K—2026-10-30
Axiom Investment Management LLC
UNCHANGED878700%$18.5K$18.1K-$4142026-11-03
Asset Dedication, LLC
UNCHANGED868600%$18.3K$17.9K-$4092026-11-03
Richardson Capital Management LLC
UNCHANGED848400%$17.9K$17.5K-$3992026-10-23
Richardson Financial Services Inc.
UNCHANGED838300%$17.7K$17.3K-$3942026-10-30
Nemes Rush Group LLC
INCREASED7574+1+1%$15.8K$15.5K-$2942026-11-04
Pacific Center for Financial Services
UNCHANGED707000%$14.8K$14.6K-$2772026-10-15
Horrell Capital Management, Inc.
UNCHANGED636300%$13.4K$13.1K-$3002026-10-08
Navigoe, LLC
UNCHANGED595900%$12$12$02026-11-04
Morton Brown Family Wealth, LLC
NEW58—+58——$12.1K—2026-10-23
Silver Grove Financial Group, Inc.
UNCHANGED585800%$12.3K$12.1K-$2762026-11-05
SJS Investment Consulting Inc.
UNCHANGED565600%$11.9K$11.7K-$2662026-10-26
Aventus Investment Advisors, Inc.
UNCHANGED535300%$11.3K$11.0K-$2522026-10-09
Davis Capital Management
UNCHANGED494900%$10.4K$10.2K-$2332026-10-08
DiNuzzo Private Wealth, Inc.
UNCHANGED414100%$8.7K$8.5K-$1952026-10-16
Godsey & Gibb, Inc
DECREASED3592-57-62%$19.6K$7.3K-$12.3K2026-10-14
Trifecta Capital Advisors, LLC
UNCHANGED303000%$6.4K$6.2K-$1432026-10-21
Armor Investment Advisors, LLC
UNCHANGED303000%$6.4K$6.2K-$1422026-10-27
Breakwater Investment Management
UNCHANGED292900%$6.2K$6.0K-$1382026-10-20
Legacy Bridge, LLC
UNCHANGED252500%$5.3K$5.2K-$1192026-10-28
Private Wealth Management Group, LLC
NEW23—+23——$4.9K—2026-10-19
Acumen Wealth Advisors, LLC
NEW23—+23——$4.8K—2026-11-05
Go Invest LLC
UNCHANGED212100%$4.4K$4.3K-$822026-10-09
Kozak & Associates, Inc.
UNCHANGED212100%$4.5K$4.6K+$1022026-10-29
Rakuten Securities, Inc.
INCREASED2011+9+82%$2.3K$4.2K+$1.8K2026-11-02
Putney Financial Group LLC
NEW15—+15——$3.1K—2026-10-30
Buck Wealth Strategies, LLC
DECREASED1539-24-62%$8.3K$3.1K-$5.2K2026-10-28
West Paces Advisors Inc.
UNCHANGED151500%$3.2K$3.1K-$722026-10-13
Signature Resources Capital Management, LLC
DECREASED1441-27-66%$8.7K$2.9K-$5.8K2026-10-16
Physician Wealth Advisors, Inc.
UNCHANGED141400%$3.0K$2.9K-$662026-10-20
Bay Harbor Wealth Management, LLC
UNCHANGED111100%$2.3K$2.3K-$522026-11-03
Brown, Lisle Ings, Inc.
NEW10—+10——$2.1K—2026-10-16
Networth Advisors, LLC
INCREASED95+4+80%$1.1K$1.9K+$8082026-11-03
Investment Research & Advisory Group, Inc.
UNCHANGED8800%$1.7K$1.7K-$382026-10-19
Clayton Financial Group LLC
NEW4—+4——$833—2026-10-13
Blue Trust, Inc.
DECREASED476-72-95%$16.2K$842-$15.3K2026-10-15
Covestor Ltd
UNCHANGED1100%$0$0$02026-10-30
Factory Mutual Insurance Co
CLOSED0448,071-448,071-100%$95.3M$0-$95.3M2026-10-30
New Harbor Financial Group, LLC
CLOSED087,977-87,977-100%$18.7M$0-$18.7M2026-10-22
Performa Ltd (US), LLC
CLOSED072,043-72,043-100%$15.3M$0-$15.3M2026-11-05
Advisor Resource Council
CLOSED063,703-63,703-100%$13.6M$0-$13.6M2026-11-05
Myriad Asset Management Advisors LLC
CLOSED049,034-49,034-100%$10.4M$0-$10.4M2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED039,915-39,915-100%$8.5M$0-$8.5M2026-10-14
CenterStar Asset Management, LLC
CLOSED036,500-36,500-100%$7.8M$0-$7.8M2026-10-09
Mezzasalma Advisors, LLC
CLOSED028,614-28,614-100%$6.1M$0-$6.1M2026-10-14
WealthCare Asset Management, LLC
CLOSED027,026-27,026-100%$5.8M$0-$5.8M2026-10-26
Sterling Capital Management LLC
CLOSED025,810-25,810-100%$5.5M$0-$5.5M2026-10-22
Kapitalo Investimentos Ltda
CLOSED024,000-24,000-100%$5.1M$0-$5.1M2026-10-20
Del-Sette Capital Management, LLC
CLOSED010,419-10,419-100%$2.2M$0-$2.2M2026-10-23
T3 Companies, LLC
CLOSED09,900-9,900-100%$2.1M$0-$2.1M2026-10-22
Imc-Chicago, LLC
CLOSED09,267-9,267-100%$2.0M$0-$2.0M2026-11-05
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED08,228-8,228-100%$1.8M$0-$1.8M2026-11-04
Myriad Asset Management US LP
CLOSED08,176-8,176-100%$1.7M$0-$1.7M2026-11-03
Sendero Wealth Management, LLC
CLOSED08,164-8,164-100%$1.7M$0-$1.7M2026-10-14
Banta Asset Management LP
CLOSED07,410-7,410-100%$1.6M$0-$1.6M2026-11-02
Professional Financial Advisors, LLC
CLOSED07,404-7,404-100%$1.6M$0-$1.6M2026-10-13
Ocean Park Asset Management, LLC
CLOSED06,381-6,381-100%$1.4M$0-$1.4M2026-10-21
Pinion Investment Advisors, LLC
CLOSED04,803-4,803-100%$1.0M$0-$1.0M2026-11-04
Sumitomo Mitsui Trust Group, Inc.
CLOSED04,677-4,677-100%$995.1K$0-$995.1K2026-10-29
Waldron Private Wealth LLC
CLOSED04,613-4,613-100%$981.5K$0-$981.5K2026-11-02
PCG Asset Management, LLC
CLOSED03,662-3,662-100%$779.2K$0-$779.2K2026-11-05
Brandywine OAK Private Wealth LLC
CLOSED03,512-3,512-100%$747.2K$0-$747.2K2026-10-23
TritonPoint Partners, LLC
CLOSED03,075-3,075-100%$654.3K$0-$654.3K2026-11-05
Three Seasons Wealth, LLC
CLOSED02,737-2,737-100%$582.4K$0-$582.4K2026-11-03
Montecito Bank & Trust
CLOSED01,952-1,952-100%$415.3K$0-$415.3K2026-10-01
Sierra Summit Advisors LLC
CLOSED01,706-1,706-100%$363.0K$0-$363.0K2026-10-28
Stegent Equity Advisors, Inc.
CLOSED01,639-1,639-100%$348.7K$0-$348.7K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED01,549-1,549-100%$329.6K$0-$329.6K2026-10-26
CPA Asset Management Group, LLC
CLOSED01,452-1,452-100%$308.9K$0-$308.9K2026-10-26
Pacific Excel Wealth Advisors, Inc.
CLOSED01,450-1,450-100%$308.5K$0-$308.5K2026-10-27
LaFleur & Godfrey LLC
CLOSED01,449-1,449-100%$308.3K$0-$308.3K2026-10-27
Clarity Retirement & Wealth, LLC
CLOSED01,428-1,428-100%$303.8K$0-$303.8K2026-11-04
Sippican Capital Advisors
CLOSED01,391-1,391-100%$295.9K$0-$295.9K2026-10-23
Stack Financial Management, Inc
CLOSED01,309-1,309-100%$278.5K$0-$278.5K2026-11-02
Capstone Wealth Management Group, LLC
CLOSED01,091-1,091-100%$232.0K$0-$232.0K2026-11-05
Kellett Wealth Advisors, LLC
CLOSED01,090-1,090-100%$231.9K$0-$231.9K2026-10-15
Formidable Asset Management, LLC
CLOSED01,066-1,066-100%$204.6K$0-$204.6K2026-11-03
Roberts Wealth Advisors, LLC
CLOSED01,059-1,059-100%$225.3K$0-$225.3K2026-10-14
Tannin Capital LLC
CLOSED01,050-1,050-100%$223.4K$0-$223.4K2026-11-05
Axim Planning & Wealth
CLOSED01,028-1,028-100%$218.8K$0-$218.8K2026-10-28
Blvd Private Wealth, LLC
CLOSED0990-990-100%$210.6K$0-$210.6K2026-10-14
Entrewealth, LLC
CLOSED0968-968-100%$211.6K$0-$211.6K2026-10-14
Centurion Wealth Management LLC
CLOSED0960-960-100%$204.2K$0-$204.2K2026-10-13
Tempo Wealth, LLC
CLOSED0958-958-100%$203.7K$0-$203.7K2026-10-14
Crew Capital Management, Ltd
CLOSED0953-953-100%$202.8K$0-$202.8K2026-10-28
Laurel OAK Wealth Management, LLC
CLOSED0951-951-100%$202.3K$0-$202.3K2026-10-19
Northland Securities, Inc.
CLOSED0948-948-100%$201.7K$0-$201.7K2026-11-02
Wealth Quarterback LLC
CLOSED0943-943-100%$200.6K$0-$200.6K2026-10-20
Brooklyn FI, LLC
CLOSED0560-560-100%$119.1K$0-$119.1K2026-11-05
Vermillion Wealth Management, Inc.
CLOSED0515-515-100%$109.6K$0-$109.6K2026-10-26
O'Domhnaill Enterprises, Inc.
CLOSED0377-377-100%$80.2K$0-$80.2K2026-10-29
DecisionPoint Financial, LLC
CLOSED087-87-100%$18.6K$0-$18.6K2026-10-27
Gill Capital Partners, LLC
CLOSED070-70-100%$14.9K$0-$14.9K2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED060-60-100%$13$0-$132026-10-14
Ashton Thomas Securities, LLC
CLOSED050-50-100%$10.6K$0-$10.6K2026-10-26
LifeSteps Financial, Inc.
CLOSED049-49-100%$10.4K$0-$10.4K2026-10-15
Mcdonald Partners LLC
CLOSED046-46-100%$9.8K$0-$9.8K2026-11-03
West Financial Advisors, LLC
CLOSED031-31-100%$6.6K$0-$6.6K2026-10-22
Country Trust Bank
CLOSED021-21-100%$4.5K$0-$4.5K2026-10-30
NorthAvenue LLC
CLOSED019-19-100%$4.0K$0-$4.0K2026-10-29
Birchwood Financial Partners, Inc.
CLOSED010-10-100%$2.1K$0-$2.1K2026-11-02
Prairie Wealth Advisors, Inc.
UNCHANGED000—$783.4K$781.1K-$2.2K2026-10-29
Morgan Stanley
N/A—32,501,467-32,501,467-100%$6.9B———
Northwestern Mutual Wealth Management Co
N/A—28,221,905-28,221,905-100%$6.0B———
Bank of America Corp
N/A—24,471,419-24,471,419-100%$5.2B———
CI Investments Inc.
N/A—10,755,322-10,755,322-100%$2.3B———
UBS Group AG
N/A—8,192,436-8,192,436-100%$1.7B———
Goldman Sachs Group Inc
N/A—8,113,280-8,113,280-100%$1.7B———
State of Wisconsin Investment Board
N/A—7,468,879-7,468,879-100%$1.6B———
Wells Fargo & Company
N/A—6,658,460-6,658,460-100%$1.4B———
LPL Financial LLC
N/A—6,396,698-6,396,698-100%$1.4B———
Cresset Asset Management, LLC
N/A—4,393,141-4,393,141-100%$934.7M———
Raymond James Financial Inc
N/A—4,261,661-4,261,661-100%$906.8M———
Caisse de Depot ET Placement DU Quebec
N/A—3,978,321-3,978,321-100%$846.5M———
Royal Bank of Canada
N/A—3,887,751-3,887,751-100%$827.2M———
Ameriprise Financial Inc
N/A—3,223,912-3,223,912-100%$685.9M———
Texas Permanent School Fund Corp
N/A—2,953,696-2,953,696-100%$628.5M———
Cerity Partners LLC
N/A—2,804,149-2,804,149-100%$596.6M———
Varma Mutual Pension Insurance Co
N/A—2,673,800-2,673,800-100%$568.9M———
Phoenix Financial Ltd.
N/A—2,305,542-2,305,542-100%$490.6M———
Blair William & Co
N/A—1,982,392-1,982,392-100%$421.8M———
Envestnet Asset Management Inc
N/A—1,958,550-1,958,550-100%$416.7M———
JPMorgan Chase & Co
N/A—1,946,489-1,946,489-100%$414.7M———
BlueCrest Capital Management Ltd
N/A—1,883,424-1,883,424-100%$400.7M———
Chai Trust Co LLC
N/A—1,870,111-1,870,111-100%$120.6M———
Rockefeller Capital Management L.P.
N/A—1,655,841-1,655,841-100%$352.3M———
HighTower Advisors, LLC
N/A—1,646,215-1,646,215-100%$350.3M———
Focus Partners Wealth
N/A—1,584,018-1,584,018-100%$337.0M———
Osaic Holdings, Inc.
N/A—1,555,472-1,555,472-100%$331.1M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,321,000-1,321,000-100%$281.1M———
Lbmc Investment Advisors, LLC
N/A—1,319,004-1,319,004-100%$280.6M———
Cetera Investment Advisers
N/A—1,181,458-1,181,458-100%$251.4M———
BNP Paribas Financial Markets
N/A—1,137,787-1,137,787-100%$242.1M———
Freedom Together Foundation
N/A—1,100,000-1,100,000-100%$234.0M———
Stifel Financial Corp
N/A—1,017,212-1,017,212-100%$216.4M———
Janney Montgomery Scott LLC
N/A—953,608-953,608-100%$202.9M———
CIBC Bancorp USA Inc.
N/A—949,889-949,889-100%$201.0M———
MAI Capital Management
N/A—870,981-870,981-100%$185.3M———
Westwood Holdings Group Inc
N/A—841,327-841,327-100%$179.0M———
Brown Advisory Inc
N/A—815,684-815,684-100%$173.6M———
Horizon Investments, LLC
N/A—802,573-802,573-100%$170.8M———
Summit Trail Advisors, LLC
N/A—780,301-780,301-100%$166.0M———
Municipal Employees' Retirement System of Michigan
N/A—748,708-748,708-100%$159.3M———
Empower Advisory Group, LLC
N/A—709,955-709,955-100%$151.1M———
Marshall Wace, LLP
N/A—703,668-703,668-100%$149.7M———
SCS Capital Management LLC
N/A—665,247-665,247-100%$141.5M———
Sona Asset Management (US) LLC
N/A—648,262-648,262-100%$137.9M———
Schusterman Interests, LLC
N/A—625,000-625,000-100%$133.0M———
MML Investors Services, LLC
N/A—613,962-613,962-100%$130.6M———
Balyasny Asset Management L.P.
N/A—601,471-601,471-100%$128.0M———
Moment Partners, LLC
N/A—544,293-544,293-100%$115.8M———
Jabodon PT Co
N/A—538,645-538,645-100%$114.6M———
Equitable Holdings, Inc.
N/A—534,298-534,298-100%$113.7M———
NewEdge Advisors, LLC
N/A—528,103-528,103-100%$112.4M———
FAS Wealth Partners, Inc.
N/A—527,085-527,085-100%$112.1M———
Glenmede Trust Co NA
N/A—519,937-519,937-100%$110.6M———
Jones Financial Companies Lllp
N/A—513,342-513,342-100%$108.0M———
Endurance Services Ltd
N/A—511,000-511,000-100%$108.7M———
Squarepoint Ops LLC
N/A—490,657-490,657-100%$104.4M———
Picton Mahoney Asset Management
N/A—486,850-486,850-100%$103.6M———
Pinnacle Financial Partners, Inc.
N/A—466,375-466,375-100%$99.2M———
Waverly Advisors, LLC
N/A—456,889-456,889-100%$97.2M———
Mariner, LLC
N/A—451,223-451,223-100%$96.0M———
First Manhattan Co. Llc.
N/A—447,053-447,053-100%$95.1M———
Steward Partners Investment Advisory, LLC
N/A—444,688-444,688-100%$94.6M———
Private Advisor Group, LLC
N/A—419,044-419,044-100%$89.2M———
Peapack Gladstone Financial Corp
N/A—405,664-405,664-100%$86.3M———
Aptus Capital Advisors, LLC
N/A—398,299-398,299-100%$84.7M———
Bank of Montreal
N/A—396,453-396,453-100%$84.4M———
Rock Creek Group LLC
N/A—394,785-394,785-100%$84.0M———
Bernicke Wealth Management, Ltd.
N/A—384,396-384,396-100%$81.8M———
Baltimore-Washington Financial Advisors, Inc.
N/A—377,237-377,237-100%$80.3M———
Stratos Wealth Partners, Ltd.
N/A—376,532-376,532-100%$80.1M———
Ally Financial Inc.
N/A—369,000-369,000-100%$78.5M———
Bridges Investment Management Inc
N/A—368,450-368,450-100%$78.4M———
Erste Asset Management GmbH
N/A—361,050-361,050-100%$69.9M———
Gotham Asset Management, LLC
N/A—354,896-354,896-100%$75.5M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—352,967-352,967-100%$75.1M———
First Western Trust Bank
N/A—350,642-350,642-100%$74.6M———
Parkwood LLC
N/A—342,680-342,680-100%$72.9M———
Axiom Financial Strategies, LLC
N/A—327,090-327,090-100%$69.6M———
Baird Financial Group, Inc.
N/A—307,524-307,524-100%$65.4M———
Wharton Business Group, LLC
N/A—290,918-290,918-100%$61.9M———
Mason Street Advisors, LLC
N/A—288,645-288,645-100%$61.4M———
Sanctuary Advisors, LLC
N/A—286,888-286,888-100%$61.0M———
NewEdge Wealth, LLC
N/A—285,858-285,858-100%$60.8M———
Fiduciary Trust Co
N/A—285,781-285,781-100%$60.8M———
HSBC Holdings PLC
N/A—280,671-280,671-100%$59.9M———
Quantinno Capital Management LP
N/A—269,222-269,222-100%$57.3M———
Sachem Head Capital Management LPA
N/A—265,000-265,000-100%$56.4M———
SG Americas Securities, LLC
N/A—262,957-262,957-100%$55.9M———
Elo Mutual Pension Insurance Co
N/A—260,274-260,274-100%$55.4M———
Junto Capital Management LP
N/A—258,206-258,206-100%$54.9M———
Cbiz Investment Advisory Services, LLC
N/A—257,035-257,035-100%$49.3M———
Arkadios Wealth Advisors
N/A—255,884-255,884-100%$54.4M———
Federation des caisses Desjardins du Quebec
N/A—254,958-254,958-100%$54.2M———
Franklin Resources Inc
N/A—254,462-254,462-100%$54.1M———
PJT Investments Corp.
N/A—248,755-248,755-100%$52.9M———
CIBC World Market Inc.
N/A—247,038-247,038-100%$52.6M———
&partners
N/A—243,367-243,367-100%$51.8M———
Arete Wealth Advisors, LLC
N/A—236,578-236,578-100%$50.3M———
Manning & Napier Advisors LLC
N/A—235,566-235,566-100%$50.2M———
University of Illinois Foundation
N/A—233,447-233,447-100%$49.7M———
Verition Fund Management LLC
N/A—231,844-231,844-100%$49.3M———
Beacon Pointe Advisors, LLC
N/A—227,908-227,908-100%$48.5M———
Integrated Wealth Concepts LLC
N/A—226,094-226,094-100%$48.1M———
Point72 Asset Management, L.P.
N/A—222,360-222,360-100%$47.3M———
Cercano Management LLC
N/A—221,055-221,055-100%$47.0M———
Atlanta Consulting Group Advisors, LLC
N/A—219,378-219,378-100%$46.7M———
Joule Financial, LLC
N/A—218,109-218,109-100%$46.4M———
Main Management LLC
N/A—210,052-210,052-100%$44.7M———
Commerce Bank
N/A—206,883-206,883-100%$44.0M———
Wescap Management Group, Inc.
N/A—200,920-200,920-100%$42.7M———
Dakota Wealth Management
N/A—198,693-198,693-100%$42.3M———
Permanens Capital L.P.
N/A—198,353-198,353-100%$42.2M———
Visualize Group LP
N/A—197,700-197,700-100%$42.1M———
Requisite Capital Management, LLC
N/A—196,220-196,220-100%$41.7M———
Mercer Global Advisors Inc
N/A—194,787-194,787-100%$41.4M———
Neuberger Berman Group LLC
N/A—193,633-193,633-100%$41.2M———
Susquehanna International Group, LLP
N/A—191,529-191,529-100%$40.8M———
Captrust Financial Advisors
N/A—191,216-191,216-100%$40.7M———
Toronto Dominion Bank
N/A—190,671-190,671-100%$40.6M———
National Bank of Canada
N/A—188,062-188,062-100%$40.0M———
Advisory Services Network, LLC
N/A—187,786-187,786-100%$40.0M———
Kayne Anderson Rudnick Investment Management LLC
N/A—187,178-187,178-100%$39.8M———
BlackRock, Inc.
N/A—186,387-186,387-100%$39.7M———
Granite Bay Wealth Management, LLC
N/A—183,406-183,406-100%$39.0M———
Arvest Bank Trust Division
N/A—181,609-181,609-100%$38.6M———
Dynasty Wealth Management, LLC
N/A—177,799-177,799-100%$37.8M———
FMR LLC
N/A—176,301-176,301-100%$37.5M———
Elk River Wealth Management LLC
N/A—174,613-174,613-100%$37.2M———
Niles Investment Management, LLC
N/A—169,388-169,388-100%$36.0M———
Sollinda Capital Management LLC
N/A—168,744-168,744-100%$35.9M———
Wealthspire Advisors, LLC
N/A—165,851-165,851-100%$35.3M———
Southeast Asset Advisors, LLC
N/A—164,498-164,498-100%$35.0M———
Kera Capital Partners, Inc.
N/A—164,481-164,481-100%$35.0M———
GenTrust, LLC
N/A—160,855-160,855-100%$34.2M———
Invesco Ltd.
N/A—157,545-157,545-100%$33.5M———
Frisch Financial Group, Inc.
N/A—157,339-157,339-100%$33.5M———
Summit Financial, LLC
N/A—155,636-155,636-100%$33.1M———
Shufro Rose & Co LLC
N/A—154,808-154,808-100%$32.9M———
Jackson, Grant Investment Advisers, Inc.
N/A—153,555-153,555-100%$32.7M———
Moore Capital Management, LP
N/A—151,185-151,185-100%$32.2M———
Mustico Financial Group, Inc.
N/A—148,683-148,683-100%$31.7M———
Wealth Advisors of Iowa, LLC
N/A—146,535-146,535-100%$31.2M———
Sequoia Financial Advisors, LLC
N/A—142,173-142,173-100%$30.3M———
Common Fund for Nonprofit Organizations
N/A—141,947-141,947-100%$30.2M———
Waterloo Capital, L.P.
N/A—141,666-141,666-100%$30.1M———
Brogan Financial, Inc.
N/A—136,482-136,482-100%$29.0M———
Seneca House Advisors
N/A—136,001-136,001-100%$28.9M———
HM Payson & Co
N/A—135,176-135,176-100%$28.8M———
Money Concepts Capital Corp
N/A—134,013-134,013-100%$28.5M———
Element Squared LLC
N/A—131,270-131,270-100%$27.9M———
OneDigital Investment Advisors LLC
N/A—131,009-131,009-100%$27.9M———
Stratos Investment Management, LLC
N/A—129,366-129,366-100%$27.5M———
Advocacy Wealth Management, LLC
N/A—128,355-128,355-100%$27.3M———
Alliancebernstein L.P.
N/A—127,810-127,810-100%$24.5M———
Dimension Capital Management LLC
N/A—127,514-127,514-100%$27.1M———
Geneos Wealth Management Inc.
N/A—125,838-125,838-100%$26.8M———
Petrus Trust Company, LTA
N/A—125,623-125,623-100%$26.7M———
Evernest Financial Advisors, LLC
N/A—124,588-124,588-100%$26.5M———
BBR Partners, LLC
N/A—124,287-124,287-100%$26.4M———
Bleakley Financial Group, LLC
N/A—122,959-122,959-100%$26.2M———
Kirtland Hills Capital Management, LLC
N/A—122,712-122,712-100%$26.1M———
Jump Financial, LLC
N/A—122,100-122,100-100%$26.0M———
Vectors Research Management, LLC
N/A—120,543-120,543-100%$25.6M———
Cary Street Partners Financial LLC
N/A—119,811-119,811-100%$25.5M———
Harbour Investments, Inc.
N/A—119,050-119,050-100%$25.3M———
AQR Capital Management LLC
N/A—118,653-118,653-100%$25.2M———
Glen Eagle Advisors, LLC
N/A—117,820-117,820-100%$25.1M———
Savvy Advisors, Inc.
N/A—111,855-111,855-100%$23.8M———
Arax Advisory Partners
N/A—110,744-110,744-100%$23.6M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—110,541-110,541-100%$23.5M———
Heritage Trust Co
N/A—108,445-108,445-100%$23.1M———
Johnson Investment Counsel Inc
N/A—106,892-106,892-100%$22.7M———
Lowe Brockenbrough & Co Inc
N/A—106,692-106,692-100%$22.7M———
Scotia Capital Inc.
N/A—106,358-106,358-100%$22.6M———
Graham Capital Management, L.P.
N/A—106,000-106,000-100%$22.6M———
Raelipskie Partnership
N/A—105,761-105,761-100%$22.5M———
CSS LLC
N/A—104,072-104,072-100%$22.1M———
IEQ Capital, LLC
N/A—103,979-103,979-100%$22.1M———
Sterneck Capital Management, LLC
N/A—103,752-103,752-100%$22.1M———
Stephens Inc
N/A—100,823-100,823-100%$21.5M———
Tudor Investment Corp ET AL
N/A—100,317-100,317-100%$21.3M———
JBF Capital, Inc.
N/A—100,000-100,000-100%$21.3M———
Prasad Wealth Partners, LLC
N/A—98,829-98,829-100%$21.0M———
Tradition Wealth Management, LLC
N/A—96,916-96,916-100%$20.6M———
Insigneo Advisory Services, LLC
N/A—94,469-94,469-100%$20.1M———
Banco Santander, S.A.
N/A—93,415-93,415-100%$19.9M———
Peak Asset Management, LLC
N/A—92,726-92,726-100%$19.7M———
Select Asset Management & Trust
N/A—91,044-91,044-100%$19.4M———
SummitTX Capital, L.P.
N/A—88,212-88,212-100%$18.8M———
Bradley Foster & Sargent Inc
N/A—87,931-87,931-100%$18.7M———
Aft, Forsyth & Sober, LLC
N/A—87,300-87,300-100%$16.8M———
Port Capital LLC
N/A—87,000-87,000-100%$18.5M———
Gladstone Institutional Advisory LLC
N/A—86,748-86,748-100%$18.5M———
First Foundation Advisors
N/A—85,382-85,382-100%$18.2M———
Fortis Group Advisors, LLC
N/A—85,380-85,380-100%$18.2M———
Cofg Advisors, LLC
N/A—84,996-84,996-100%$18.1M———
Essex Financial Services, Inc.
N/A—84,447-84,447-100%$18.0M———
Crews Bank & Trust
N/A—84,362-84,362-100%$17.9M———
Stratos Wealth Advisors, LLC
N/A—84,246-84,246-100%$17.9M———
Quest Investment Management LLC
N/A—83,440-83,440-100%$17.8M———
Forge Financial Services LLC
N/A—83,129-83,129-100%$17.7M———
Measured Wealth Private Client Group, LLC
N/A—82,579-82,579-100%$17.6M———
Brown Brothers Harriman & Co
N/A—82,042-82,042-100%$17.5M———
Granby Capital Management, LLC
N/A—80,000-80,000-100%$17.0M———
Oversea-Chinese Banking Corp Ltd
N/A—78,798-78,798-100%$16.8M———
Renaissance Technologies LLC
N/A—77,300-77,300-100%$16.4M———
New England Asset Management Inc
N/A—77,155-77,155-100%$16.4M———
Pine Ridge Advisers LLC
N/A—77,104-77,104-100%$16.4M———
Consolidated Portfolio Review Corp
N/A—77,104-77,104-100%$16.4M———
Flputnam Investment Management Co
N/A—76,210-76,210-100%$16.2M———
Muirfield Wealth Advisors LLC
N/A—75,902-75,902-100%$16.1M———
Hi-Line Capital Management, LLC
N/A—74,679-74,679-100%$15.9M———
Duquesne Family Office LLC
N/A—74,400-74,400-100%$15.8M———
National Philanthropic Trust
N/A—73,187-73,187-100%$15.6M———
Rhumbline Advisers
N/A—71,527-71,527-100%$15.2M———
Tandem Wealth Advisors LLC
N/A—71,243-71,243-100%$15.2M———
Evercore Wealth Management, LLC
N/A—71,112-71,112-100%$15.1M———
Advisors Preferred, LLC
N/A—70,249-70,249-100%$15.1M———
Larch Capital Partners LLC
N/A—69,932-69,932-100%$14.9M———
Millennium Management LLC
N/A—69,152-69,152-100%$14.7M———
Ethos Financial Group, LLC
N/A—67,809-67,809-100%$14.6M———
SSA Swiss Advisors AG
N/A—67,745-67,745-100%$14.4M———
Smith, Moore & Co.
N/A—67,050-67,050-100%$14.3M———
Northern Trust Corp
N/A—65,513-65,513-100%$13.9M———
Per Stirling Capital Management, Llc.
N/A—64,996-64,996-100%$13.8M———
Gillson Capital LP
N/A—64,650-64,650-100%$13.8M———
World Investment Advisors
N/A—62,867-62,867-100%$12.2M———
United Capital Financial Advisors, LLC
N/A—62,206-62,206-100%$13.2M———
LM Advisors LLC
N/A—61,567-61,567-100%$13.1M———
Cambridge Associates LLC
N/A—61,010-61,010-100%$13.0M———
Pathstone Holdings, LLC
N/A—60,889-60,889-100%$13.0M———
M3 Wealth Management, LLC
N/A—60,528-60,528-100%$12.9M———
Flow Traders U.S. LLC
N/A—60,465-60,465-100%$12.9M———
Maridea Wealth Management LLC
N/A—60,331-60,331-100%$12.8M———
Hancock Whitney Corp
N/A—59,926-59,926-100%$12.8M———
CreativeOne Wealth, LLC
N/A—58,130-58,130-100%$12.4M———
EP Wealth Advisors, LLC
N/A—57,242-57,242-100%$12.2M———
IHT Wealth Management, LLC
N/A—56,965-56,965-100%$12.1M———
Focus Partners Advisor Solutions, LLC
N/A—56,909-56,909-100%$12.1M———
Rothschild Capital Partners, LLC
N/A—56,802-56,802-100%$12.1M———
CM Wealth Advisors LLC
N/A—55,659-55,659-100%$11.8M———
Operose Advisors LLC
N/A—55,590-55,590-100%$11.8M———
Envestnet Portfolio Solutions, Inc.
N/A—55,350-55,350-100%$11.8M———
Calydon Capital
N/A—55,087-55,087-100%$11.7M———
NWI Management LP
N/A—54,000-54,000-100%$11.5M———
Dorsey & Whitney Trust Co LLC
N/A—53,695-53,695-100%$11.4M———
Atlas Legacy Advisors, LLC
N/A—53,336-53,336-100%$11.3M———
Round Rock Advisors LLC
N/A—53,115-53,115-100%$11.3M———
North Star Asset Management Inc
N/A—52,341-52,341-100%$11.1M———
RWA Wealth Partners, LLC
N/A—51,844-51,844-100%$11.0M———
Lumbard & Kellner, LLC
N/A—51,810-51,810-100%$11.0M———
Rothschild Investment LLC
N/A—49,665-49,665-100%$10.6M———
Kavar Capital Partners Group, LLC
N/A—49,105-49,105-100%$10.4M———
SSI Investment Management LLC
N/A—49,066-49,066-100%$10.4M———
Level Four Advisory Services, LLC
N/A—48,917-48,917-100%$10.4M———
One Capital Management, LLC
N/A—46,338-46,338-100%$8.9M———
Huntington National Bank
N/A—45,932-45,932-100%$9.8M———
Castlekeep Investment Advisors LLC
N/A—45,823-45,823-100%$9.7M———
Nitorum Capital, L.P.
N/A—45,800-45,800-100%$9.7M———
Benjamin Edwards Inc
N/A—45,645-45,645-100%$9.7M———
Stelac Advisory Services LLC
N/A—45,522-45,522-100%$9.7M———
Alexis Investment Partners, LLC
N/A—45,405-45,405-100%$9.7M———
Pallas Capital Advisors LLC
N/A—44,879-44,879-100%$9.5M———
New Insight Wealth Advisors
N/A—44,235-44,235-100%$9.4M———
RFP Financial Group LLC
N/A—44,133-44,133-100%$9.4M———
Bank of Nova Scotia
N/A—43,126-43,126-100%$9.2M———
Luken Investment Analytics, LLC
N/A—42,943-42,943-100%$9.1M———
Coastal Bridge Advisors, LLC
N/A—42,528-42,528-100%$9.0M———
Navalign, LLC
N/A—42,418-42,418-100%$9.0M———
Ruggaard & Associates LLC
N/A—42,329-42,329-100%$9.0M———
Birchcreek Wealth Management, LLC
N/A—42,281-42,281-100%$9.0M———
Allworth Financial LP
N/A—42,196-42,196-100%$9.0M———
Deutsche Bank Ag\
N/A—41,358-41,358-100%$8.8M———
Mutual Advisors, LLC
N/A—40,777-40,777-100%$8.7M———
Diversified Trust Co
N/A—40,712-40,712-100%$8.7M———
Arkos Global Advisors
N/A—40,620-40,620-100%$8.6M———
Transcend Capital Advisors, LLC
N/A—40,427-40,427-100%$8.6M———
Ancora Advisors LLCA
N/A—40,213-40,213-100%$8.6M———
III Capital Management
N/A—40,000-40,000-100%$8.5M———
Jain Global LLC
N/A—39,906-39,906-100%$8.5M———
Standard Family Office LLC
N/A—39,820-39,820-100%$8.5M———
Richard W. Paul & Associates, LLC
N/A—39,568-39,568-100%$8.4M———
UBS Asset Management Americas LLC
N/A—39,053-39,053-100%$8.3M———
Choate Investment Advisors
N/A—38,971-38,971-100%$8.3M———
Parallax Volatility Advisers, L.P.
N/A—38,765-38,765-100%$8.2M———
BFC Planning, Inc.
N/A—38,336-38,336-100%$8.2M———
Tocqueville Asset Management L.P.
N/A—38,107-38,107-100%$8.1M———
Signal Tree Financial Partners LLC
N/A—37,922-37,922-100%$8.1M———
PMG Wealth Management, Inc.
N/A—37,920-37,920-100%$8.1M———
Bcwm, LLC
N/A—37,715-37,715-100%$8.0M———
O'shaughnessy Asset Management, LLC
N/A—37,496-37,496-100%$8.0M———
Leavell Investment Management, Inc.
N/A—37,316-37,316-100%$7.9M———
Composition Wealth, LLC
N/A—37,265-37,265-100%$7.9M———
PCM Encore, LLC
N/A—37,230-37,230-100%$7.9M———
Wealthfront Advisers LLC
N/A—37,124-37,124-100%$7.9M———
Retirement Income Solutions, Inc
N/A—36,798-36,798-100%$7.1M———
Members Trust Co
N/A—36,570-36,570-100%$7.8M———
Wood Tarver Financial Group, LLC
N/A—36,025-36,025-100%$7.7M———
Ehrenkranz Partners L.P.
N/A—35,785-35,785-100%$7.6M———
Elgethun Capital Management
N/A—35,680-35,680-100%$7.6M———
Haverford Trust Co
N/A—35,306-35,306-100%$7.5M———
Curi Capital, LLC
N/A—35,271-35,271-100%$7.5M———
FCA Corp
N/A—35,243-35,243-100%$7.5M———
Modus Advisors, LLC
N/A—35,180-35,180-100%$7.5M———
Gateway Wealth Partners, LLC
N/A—34,581-34,581-100%$7.4M———
Intrepid Financial Planning Group LLC
N/A—34,031-34,031-100%$7.2M———
Park Place Capital Corp
N/A—33,874-33,874-100%$7.2M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—33,659-33,659-100%$7.2M———
Pettyjohn, Wood & White, Inc
N/A—33,416-33,416-100%$7.1M———
GWN Securities Inc.
N/A—33,225-33,225-100%$7.1M———
Paces Ferry Wealth Advisors, LLC
N/A—33,060-33,060-100%$7.0M———
Thoroughbred Financial Services, LLC
N/A—32,906-32,906-100%$7.0M———
Quantbot Technologies LP
N/A—32,851-32,851-100%$7.0M———
Wealth Care LLC
N/A—32,758-32,758-100%$7.0M———
Kingsview Wealth Management, LLC
N/A—32,707-32,707-100%$7.0M———
Snowden Capital Advisors LLC
N/A—32,554-32,554-100%$6.9M———
Azimuth Capital Investment Management LLC
N/A—32,462-32,462-100%$6.9M———
Klcm Advisors, Inc.
N/A—32,286-32,286-100%$6.9M———
Menora Mivtachim Holdings Ltd.
N/A—32,217-32,217-100%$6.9M———
Peak6 LLC
N/A—31,791-31,791-100%$6.8M———
Simmons Bank
N/A—31,446-31,446-100%$6.7M———
Kiley Juergens Wealth Management, LLC
N/A—31,265-31,265-100%$6.7M———
Gambit Capital Management, LLC
N/A—30,420-30,420-100%$6.5M———
Ameritas Advisory Services, LLC
N/A—30,175-30,175-100%$6.4M———
Moors & Cabot, Inc.
N/A—30,049-30,049-100%$6.4M———
Eldridge Investment Advisors, Inc.
N/A—29,824-29,824-100%$6.3M———
Orion Capital Management LLC
N/A—29,090-29,090-100%$6.2M———
Black Maple Capital Management LP
N/A—28,900-28,900-100%$6.1M———
Roundview Capital LLC
N/A—28,741-28,741-100%$6.1M———
Modern Wealth Management, LLC
N/A—28,575-28,575-100%$6.1M———
Chilton Investment Co Inc.
N/A—28,185-28,185-100%$6.0M———
River Wealth Advisors LLC
N/A—27,976-27,976-100%$6.0M———
Atom Investors LP
N/A—27,764-27,764-100%$5.9M———
Centaurus Financial, Inc.
N/A—27,716-27,716-100%$5.9M———
Garden State Investment Advisory Services LLC
N/A—27,713-27,713-100%$5.9M———
AlTi Global, Inc.
N/A—27,452-27,452-100%$5.8M———
Credit Agricole S A
N/A—27,358-27,358-100%$5.8M———
Caprock Group, LLC
N/A—26,975-26,975-100%$5.7M———
O'rourke & Company, Inc
N/A—26,639-26,639-100%$5.7M———
Maripau Wealth Management LLC
N/A—26,529-26,529-100%$5.7M———
Compass Capital Corp
N/A—26,155-26,155-100%$5.7M———
WealthShield Partners, LLC
N/A—26,154-26,154-100%$5.6M———
Lester Murray Antman dba SimplyRich
N/A—26,084-26,084-100%$5.6M———
Hilltop Holdings Inc.
N/A—25,879-25,879-100%$5.5M———
Viawealth, LLC
N/A—25,432-25,432-100%$5.4M———
Prostatis Group LLC
N/A—25,395-25,395-100%$5.4M———
Ausdal Financial Partners, Inc.
N/A—25,141-25,141-100%$5.3M———
Tailwinds Wealth, LLC
N/A—24,927-24,927-100%$5.3M———
Cvfg LLC
N/A—24,760-24,760-100%$5.3M———
Global Retirement Partners, LLC
N/A—24,486-24,486-100%$5.2M———
Raffa Wealth Management, LLC
N/A—24,011-24,011-100%$5.1M———
Bulltick Wealth Management, LLC
N/A—23,994-23,994-100%$5.1M———
Inkwell Capital LLC
N/A—23,510-23,510-100%$5.0M———
Empowered Funds, LLC
N/A—23,224-23,224-100%$4.9M———
Bellars Harris Wealth Management, LLC
N/A—23,191-23,191-100%$4.9M———
Valmark Advisers, Inc.
N/A—23,019-23,019-100%$4.9M———
Nwam LLC
N/A—23,017-23,017-100%$4.9M———
Cannell & Spears LLC
N/A—22,956-22,956-100%$4.9M———
Alexander Labrunerie & Co., Inc.
N/A—22,788-22,788-100%$4.8M———
Foundations Investment Advisors, LLC
N/A—22,638-22,638-100%$4.8M———
Alta Wealth Advisors LLC
N/A—22,513-22,513-100%$4.8M———
Marex Group Ltd
N/A—22,429-22,429-100%$4.8M———
Kovack Advisors, Inc.
N/A—22,335-22,335-100%$4.8M———
Battery Global Advisors, LLC
N/A—22,256-22,256-100%$4.7M———
Belpointe Asset Management LLC
N/A—22,157-22,157-100%$4.7M———
Tranquilli Financial Advisor LLC
N/A—22,131-22,131-100%$4.7M———
Great Valley Advisor Group, Inc.
N/A—21,762-21,762-100%$4.6M———
Markin Asset Management, LP
N/A—21,703-21,703-100%$4.6M———
Keystone Financial Group
N/A—21,232-21,232-100%$4.5M———
Daniel Investment Group, Inc.
N/A—21,153-21,153-100%$4.5M———
Longaeva Partners L.P.
N/A—20,922-20,922-100%$4.5M———
Cambria Investment Management, L.P.
N/A—20,776-20,776-100%$4.4M———
Independent Advisor Alliance
N/A—20,598-20,598-100%$4.4M———
Access Financial Services, Inc.
N/A—20,558-20,558-100%$4.4M———
Safe Harbor Fiduciary, LLC
N/A—20,483-20,483-100%$4.4M———
Moneta Group Investment Advisors LLC
N/A—20,405-20,405-100%$4.3M———
Gator Capital Management, LLC
N/A—20,361-20,361-100%$4.3M———
Bearing Point Capital, LLC
N/A—20,312-20,312-100%$4.3M———
Bessemer Group Inc
N/A—20,205-20,205-100%$4.3M———
Exit Wealth Advisors, Llc.
N/A—20,175-20,175-100%$4.3M———
Second Line Capital, LLC
N/A—20,156-20,156-100%$4.3M———
Jaffetilchin Investment Partners, LLC
N/A—20,049-20,049-100%$4.3M———
Stock Yards Bank & Trust Co
N/A—19,784-19,784-100%$4.2M———
Mosaic Financial Group, LLC
N/A—19,475-19,475-100%$4.1M———
Compass Capital Management, Inc
N/A—19,101-19,101-100%$4.1M———
Wick Capital Partners, LLC
N/A—18,846-18,846-100%$4.0M———
Edgestream Partners, L.P.
N/A—18,713-18,713-100%$4.0M———
HighPoint Advisor Group LLC
N/A—18,712-18,712-100%$4.0M———
Natixis Advisors, LLC
N/A—18,418-18,418-100%$3.9M———
Marble Wealth, LLC
N/A—18,359-18,359-100%$3.9M———
Partners Capital Investment Group, LLP
N/A—18,256-18,256-100%$3.9M———
Oxbow Advisors, LLC
N/A—18,049-18,049-100%$3.8M———
Wellspring Financial Advisors, LLC
N/A—18,024-18,024-100%$3.8M———
Fourth Dimension Wealth, LLC
N/A—17,915-17,915-100%$3.8M———
Rehmann Capital Advisory Group
N/A—17,900-17,900-100%$3.8M———
Fort Sheridan Advisors LLC
N/A—17,874-17,874-100%$3.8M———
Mark Sheptoff Financial Planning, LLC
N/A—17,689-17,689-100%$3.8M———
Intellectus Partners, LLC
N/A—17,668-17,668-100%$3.8M———
Private Advisory Group LLC
N/A—17,501-17,501-100%$3.7M———
Seeds Investor LLC
N/A—17,497-17,497-100%$3.7M———
Towle & Co
N/A—17,443-17,443-100%$3.7M———
Regal Investment Advisors LLC
N/A—17,270-17,270-100%$3.7M———
Jordan Park Group LLC
N/A—17,200-17,200-100%$3.7M———
Boston Partners
N/A—17,169-17,169-100%$3.4M———
Bienville Capital Management, LLC
N/A—17,126-17,126-100%$3.6M———
Shapiro Capital Management LLC
N/A—17,125-17,125-100%$3.6M———
Headlands Technologies LLC
N/A—16,978-16,978-100%$3.6M———
Fortis Capital Advisors, LLC
N/A—16,782-16,782-100%$3.6M———
Spinnaker Trust
N/A—16,698-16,698-100%$3.6M———
Atlas Wealth LLC
N/A—16,552-16,552-100%$3.5M———
Van Hulzen Asset Management, LLC
N/A—16,419-16,419-100%$3.5M———
Advisory Research Inc
N/A—16,408-16,408-100%$3.5M———
Vestmark Advisory Solutions, Inc.
N/A—16,257-16,257-100%$3.5M———
Purkiss Capital Advisors LLC
N/A—16,229-16,229-100%$3.5M———
Farmers National Bank
N/A—16,045-16,045-100%$3.4M———
Envision Financial Transparency, LLC
N/A—16,000-16,000-100%$2.6M———
Delos Wealth Advisors, LLC
N/A—15,824-15,824-100%$3.4M———
Capital Analysts, LLC
N/A—15,673-15,673-100%$3.3M———
Brightwater Advisory LLC
N/A—15,587-15,587-100%$3.3M———
American Alpha Advisors, LLC
N/A—15,477-15,477-100%$3.3M———
Bouchey Financial Group, Ltd.
N/A—15,458-15,458-100%$3.3M———
Tripletail Wealth Management, LLC
N/A—15,367-15,367-100%$3.3M———
Silver OAK Securities, Incorporated
N/A—15,361-15,361-100%$3.3M———
Madison Wealth Partners, Inc
N/A—15,243-15,243-100%$3.2M———
Drexel Morgan & Co.
N/A—15,215-15,215-100%$3.2M———
Godshalk Welsh Capital Management, Inc.
N/A—15,205-15,205-100%$3.2M———
Counterweight Ventures, LLC
N/A—15,154-15,154-100%$3.2M———
First Washington Corp
N/A—14,993-14,993-100%$3.2M———
Rothschild Wealth LLC
N/A—14,972-14,972-100%$3.2M———
Marco Investment Management LLC
N/A—14,785-14,785-100%$3.1M———
EFG International AG
N/A—14,723-14,723-100%$3.1M———
BCS Private Wealth Management, Inc.
N/A—14,615-14,615-100%$3.1M———
Pine Valley Investments Ltd Liability Co
N/A—14,567-14,567-100%$3.1M———
Aureus Asset Management, LLC
N/A—14,553-14,553-100%$3.1M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—14,466-14,466-100%$3.1M———
Francis Financial, Inc.
N/A—14,374-14,374-100%$3.1M———
Tower Bridge Advisors
N/A—14,338-14,338-100%$3.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—14,256-14,256-100%$3.0M———
Financial Sense Advisors, Inc.
N/A—14,162-14,162-100%$3.0M———
Group One Trading LLC
N/A—14,148-14,148-100%$3.0M———
Davis R M Inc
N/A—14,144-14,144-100%$3.0M———
Schrum Private Wealth Management LLC
N/A—14,035-14,035-100%$2.3M———
Cape ANN Savings Bank
N/A—13,890-13,890-100%$3.0M———
Astra Wealth Partners LLC
N/A—13,800-13,800-100%$2.9M———
HBK Sorce Advisory LLC
N/A—13,744-13,744-100%$3.0M———
Biondo Investment Advisors, LLC
N/A—13,517-13,517-100%$2.9M———
Greenwich Wealth Management LLC
N/A—13,509-13,509-100%$2.9M———
First National Bank of Omaha
N/A—13,439-13,439-100%$2.9M———
PCG Wealth Advisors, LLC
N/A—13,427-13,427-100%$2.9M———
Arrowroot Family Office, LLC
N/A—13,257-13,257-100%$2.8M———
SlateStone Wealth, LLC
N/A—13,156-13,156-100%$2.8M———
Tudor Financial Inc.
N/A—13,105-13,105-100%$2.8M———
Principal Securities, Inc.
N/A—13,038-13,038-100%$2.8M———
Waterford Advisors, LLC
N/A—13,024-13,024-100%$2.8M———
AE Wealth Management LLC
N/A—12,986-12,986-100%$2.8M———
Valued Retirements, Inc.
N/A—12,960-12,960-100%$2.8M———
Whittier Trust Co of Nevada Inc
N/A—12,925-12,925-100%$2.8M———
Fiduciary Group, LLC
N/A—12,916-12,916-100%$2.7M———
WCG Wealth Advisors LLC
N/A—12,910-12,910-100%$2.7M———
Ciovacco Capital Management LLC
N/A—12,836-12,836-100%$2.7M———
Laraway Financial Advisors Inc
N/A—12,797-12,797-100%$2.7M———
Two Sigma Securities, LLC
N/A—12,792-12,792-100%$2.7M———
Madison Asset Management, LLC
N/A—12,760-12,760-100%$2.7M———
Western Wealth Management, LLC
N/A—12,733-12,733-100%$2.7M———
CoreFirst Bank & Trust
N/A—12,539-12,539-100%$2.7M———
Welch Capital Partners LLC
N/A—12,488-12,488-100%$2.7M———
Meridian Wealth Advisors, LLC
N/A—12,486-12,486-100%$2.7M———
EagleClaw Capital Managment, LLC
N/A—12,285-12,285-100%$2.6M———
Whittier Trust Co
N/A—12,248-12,248-100%$2.6M———
Strategic Financial Concepts, LLC
N/A—12,033-12,033-100%$2.6M———
BTC Capital Management, Inc.
N/A—12,000-12,000-100%$2.6M———
Copia Wealth Management
N/A—11,786-11,786-100%$2.5M———
Bluespring Wealth Management, LLC
N/A—11,596-11,596-100%$2.5M———
Fortune Financial Advisors, LLC
N/A—11,546-11,546-100%$2.5M———
Greykasell Wealth Strategies, Inc.
N/A—11,484-11,484-100%$2.4M———
LGL Partners, LLC
N/A—11,450-11,450-100%$2.4M———
Dana Investment Advisors, Inc.
N/A—11,283-11,283-100%$2.4M———
Tyche Wealth Partners LLC
N/A—11,271-11,271-100%$2.4M———
Horizon Bancorp Inc
N/A—10,978-10,978-100%$2.3M———
Everest Private Wealth
N/A—10,870-10,870-100%$2.3M———
BOK Financial Private Wealth, Inc.
N/A—10,799-10,799-100%$2.3M———
Red Door Wealth Management, LLC
N/A—10,768-10,768-100%$2.3M———
Novare Capital Management LLC
N/A—10,746-10,746-100%$2.3M———
TFR Capital, Llc.
N/A—10,712-10,712-100%$2.3M———
Mosaic Family Wealth Partners, LLC
N/A—10,551-10,551-100%$2.2M———
Delta Investment Management, LLC
N/A—10,477-10,477-100%$2.2M———
NorthRock Partners, LLC
N/A—10,353-10,353-100%$2.2M———
Texas Capital Bank Wealth Management Services Inc
N/A—10,311-10,311-100%$2.2M———
Cahill Financial Advisors Inc
N/A—10,270-10,270-100%$2.2M———
Forum Finance Group S.A.
N/A—10,170-10,170-100%$1.7K———
Talon Private Wealth, LLC
N/A—10,145-10,145-100%$2.2M———
Peak Retirement Planning, Inc.
N/A—10,119-10,119-100%$2.2M———
Atlantic Union Bankshares Corp
N/A—10,080-10,080-100%$2.1M———
MJP Associates Inc
N/A—10,062-10,062-100%$2.1M———
Peak Planning Group, LLC
N/A—10,020-10,020-100%$2.1M———
Edmond de Rothschild Holding S.A.
N/A—10,001-10,001-100%$2.1M———
Hobbs Group Advisors, LLC
N/A—9,924-9,924-100%$2.1M———
Second Half Financial Partners, LLC
N/A—9,922-9,922-100%$2.1M———
Highlander Partners, L.P.
N/A—9,900-9,900-100%$2.1M———
ProVise Management Group, LLC
N/A—9,765-9,765-100%$2.1M———
NCM Capital Management, LLC
N/A—9,755-9,755-100%$2.1M———
Evelyn Partners Group Ltd
N/A—9,718-9,718-100%$2.1M———
Interval Partners, LP
N/A—9,686-9,686-100%$2.1M———
Argent Trust Co
N/A—9,681-9,681-100%$2.1M———
Osborne Partners Capital Management, LLC
N/A—9,573-9,573-100%$2.0M———
Shepherd Kaplan Krochuk, LLC
N/A—9,557-9,557-100%$2.0M———
American Investment Services, Inc.
N/A—9,522-9,522-100%$2.0M———
Mizuho Markets Americas LLC
N/A—9,350-9,350-100%$2.0M———
NorthCoast Asset Management LLC
N/A—9,305-9,305-100%$2.0M———
Xcelsior Advisor Partners LLC
N/A—9,249-9,249-100%$2.0M———
Barbara Oil Co.
N/A—9,210-9,210-100%$2.0M———
PFG Investments, LLC
N/A—9,193-9,193-100%$2.0M———
Tower Research Capital LLC (TRC)
N/A—9,189-9,189-100%$2.0M———
Leigh Baldwin & Co., LLC
N/A—9,111-9,111-100%$1.9M———
Conservest Capital Advisors, Inc.
N/A—9,103-9,103-100%$1.9M———
Bantamac Capital, LLC
N/A—9,025-9,025-100%$1.9M———
Citadel Advisors LLC
N/A—8,985-8,985-100%$1.9M———
Permanent Capital Management, LP
N/A—8,945-8,945-100%$1.9M———
Magnolia Capital Advisors LLC
N/A—8,888-8,888-100%$1.9M———
Axis Wealth Partners, LLC
N/A—8,855-8,855-100%$1.9M———
Twin Focus Capital Partners, LLC
N/A—8,800-8,800-100%$1.9M———
Fiduciary Financial Advisors
N/A—8,674-8,674-100%$1.8M———
M&T Bank Corp
N/A—8,608-8,608-100%$1.8M———
Sharp Wealth Advisory, LLC
N/A—8,607-8,607-100%$1.8M———
Stillwater Private Wealth, LLC
N/A—8,543-8,543-100%$1.9K———
Smithfield Trust Co
N/A—8,417-8,417-100%$1.8M———
Invst, LLC
N/A—8,338-8,338-100%$1.8M———
J. M. Brown & Associates Inc.
N/A—8,300-8,300-100%$1.8M———
Berkshire Asset Management LLC
N/A—8,295-8,295-100%$1.8M———
Kintra Wealth, LLC
N/A—8,292-8,292-100%$1.8M———
Perennial Investment Advisors, LLC
N/A—8,167-8,167-100%$1.7M———
Beaton Management Co. Inc.
N/A—8,159-8,159-100%$1.7M———
Hollencrest Capital Management
N/A—8,132-8,132-100%$1.7M———
Wealthspire Retirement, LLC
N/A—8,090-8,090-100%$1.7M———
Peregrine Asset Advisers, Inc.
N/A—8,046-8,046-100%$1.7M———
Legacy Capital Group California, Inc.
N/A—7,978-7,978-100%$1.7M———
Topsail Wealth Management, LLC
N/A—7,967-7,967-100%$1.7M———
Advyzon Investment Management, LLC
N/A—7,963-7,963-100%$1.7M———
Bawa N Mallick Trust
N/A—7,851-7,851-100%$1.7M———
UMB Bank, n.a.
N/A—7,816-7,816-100%$1.7M———
Oakmont Advisory Group, LLC
N/A—7,802-7,802-100%$1.7M———
Cornerstone Advisory, LLC
N/A—7,713-7,713-100%$1.6M———
Periscope Capital Inc.
N/A—7,650-7,650-100%$1.6M———
IMA Advisory Services, Inc.
N/A—7,647-7,647-100%$1.6M———
Destination Wealth Management
N/A—7,582-7,582-100%$1.6M———
360 Financial, Inc.
N/A—7,552-7,552-100%$1.6M———
Regatta Research & Money Management
N/A—7,462-7,462-100%$1.6M———
SageView Advisory Group, LLC
N/A—7,423-7,423-100%$1.6M———
Blue Chip Partners, LLC
N/A—7,414-7,414-100%$1.6M———
Callan Family Office, LLC
N/A—7,366-7,366-100%$1.6M———
Abound Financial, LLC
N/A—7,364-7,364-100%$1.6M———
Rockbridge Investment Management, LCC
N/A—7,184-7,184-100%$1.5M———
Orion Porfolio Solutions, LLC
N/A—7,157-7,157-100%$1.5M———
Vantus Wealth LLC
N/A—7,105-7,105-100%$1.5M———
Intellus Advisors LLC
N/A—6,796-6,796-100%$1.4M———
Darwin Wealth Management, LLC
N/A—6,760-6,760-100%$1.4M———
Royal Capital Wealth Management, LLC
N/A—6,747-6,747-100%$1.4M———
Russell Investments Group, Ltd.
N/A—6,742-6,742-100%$1.4M———
Vertex Planning Partners, LLC
N/A—6,738-6,738-100%$1.4M———
Inspire Advisors, LLC
N/A—6,728-6,728-100%$1.4M———
Strathmore Capital Advisors, Inc.
N/A—6,723-6,723-100%$1.4M———
Cardiff Park Advisors, LLC
N/A—6,715-6,715-100%$1.4M———
Baldwin Investment Management, LLC
N/A—6,692-6,692-100%$1.4M———
Madden Advisory Services, Inc.
N/A—6,686-6,686-100%$1.4M———
Lathrop Investment Management Co
N/A—6,676-6,676-100%$1.4M———
Private Wealth Advisors, LLC
N/A—6,674-6,674-100%$1.4M———
JT Stratford LLC
N/A—6,661-6,661-100%$1.4M———
Prime Buchholz LLC
N/A—6,652-6,652-100%$1.4M———
Silvercrest Asset Management Group LLC
N/A—6,571-6,571-100%$1.4M———
Keebeck Wealth Management
N/A—6,556-6,556-100%$1.4M———
Charter Research & Investment Group, Inc.
N/A—6,507-6,507-100%$1.4M———
IFS Group,LLC
N/A—6,503-6,503-100%$1.4M———
Waddell & Associates, LLC
N/A—6,491-6,491-100%$1.4M———
Cedrus Wealth Group LLC
N/A—6,415-6,415-100%$1.4M———
HHM Wealth Advisors, LLC
N/A—6,365-6,365-100%$1.4M———
QRG Capital Management, Inc.
N/A—6,350-6,350-100%$1.4M———
Mmbg Investment Advisors Co.
N/A—6,266-6,266-100%$1.3M———
Fidelis Capital Partners, LLC
N/A—6,263-6,263-100%$1.3M———
Fort Point Capital Partners LLC
N/A—6,246-6,246-100%$1.3M———
Avant Capital LLC
N/A—6,108-6,108-100%$1.3M———
Summit Wealth Partners, LLC
N/A—6,101-6,101-100%$1.3M———
Nuveen, LLC
N/A—6,028-6,028-100%$1.3M———
Dockside LLC
N/A—6,024-6,024-100%$1.3M———
1832 Asset Management L.P.
N/A—6,020-6,020-100%$1.3M———
Nicolet Bankshares Inc
N/A—6,013-6,013-100%$1.3M———
Advisory Alpha, LLC
N/A—5,992-5,992-100%$1.3M———
Yarger Wealth Strategies, LLC
N/A—5,985-5,985-100%$1.3M———
Strategic Wealth Partners, Ltd.
N/A—5,848-5,848-100%$1.2M———
Allie Family Office LLC
N/A—5,836-5,836-100%$1.2M———
Burling Wealth Partners, LLC
N/A—5,789-5,789-100%$1.2M———
JMG Financial Group, Ltd.
N/A—5,747-5,747-100%$1.2M———
CCG Wealth Management, LLC
N/A—5,717-5,717-100%$1.2M———
Calton & Associates, Inc.
N/A—5,618-5,618-100%$1.2M———
Marshall Financial Group, LLC
N/A—5,607-5,607-100%$1.2M———
IFG Advisory, LLC
N/A—5,606-5,606-100%$1.2M———
Koss-Olinger Consulting, LLC
N/A—5,593-5,593-100%$1.2M———
Goodman Financial Corp
N/A—5,589-5,589-100%$1.2M———
Becker Capital Management Inc
N/A—5,557-5,557-100%$1.2M———
Zhang Financial LLC
N/A—5,555-5,555-100%$1.2M———
Hudson Value Partners, LLC
N/A—5,544-5,544-100%$1.2M———
Ritter Daniher Financial Advisory LLC / de
N/A—5,405-5,405-100%$1.2M———
Oribel Capital Management, LP
N/A—5,400-5,400-100%$2.3M———
Game Plan Financial Advisors, LLC
N/A—5,380-5,380-100%$1.1M———
Lafayette Investments, Inc.
N/A—5,371-5,371-100%$1.1M———
Palumbo Wealth Management LLC
N/A—5,354-5,354-100%$1.1M———
Abbot Financial Management, Inc.
N/A—5,340-5,340-100%$1.1M———
Cascade Financial Partners, LLC
N/A—5,279-5,279-100%$1.1M———
Truepoint, Inc.
N/A—5,237-5,237-100%$1.1M———
Harbor Advisory Corp
N/A—5,205-5,205-100%$1.1M———
DV Trading LLC
N/A—5,144-5,144-100%$1.1M———
Astoria Portfolio Advisors Llc.
N/A—5,117-5,117-100%$1.1M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—5,099-5,099-100%$1.1M———
Wealth Alliance, LLC
N/A—5,090-5,090-100%$1.1M———
Crewe Advisors LLC
N/A—5,086-5,086-100%$1.1M———
Wealth Advisors of Tampa Bay, LLC
N/A—5,058-5,058-100%$1.1M———
Bartlett & Co. Wealth Management LLC
N/A—5,030-5,030-100%$1.1M———
GW&K Investment Management, LLC
N/A—5,006-5,006-100%$1.1M———
Lighthouse Investment Partners, LLC
N/A—5,000-5,000-100%$1.1M———
Hartree Partners, LP
N/A—5,000-5,000-100%$1.1M———
Old North State Trust, LLC
N/A—4,985-4,985-100%$1.1M———
Loudon Investment Management, LLC
N/A—4,974-4,974-100%$1.1M———
Arcus Capital Partners, LLC
N/A—4,916-4,916-100%$1.0M———
Zions Bancorporation, National Association
N/A—4,900-4,900-100%$1.0M———
Pasadena Private Wealth, LLC
N/A—4,890-4,890-100%$1.0M———
Evergreen Wealth Management, LLC
N/A—4,841-4,841-100%$1.0M———
Ankerstar Wealth, LLC
N/A—4,811-4,811-100%$1.0M———
VAN DEN Berg Management I, Inc
N/A—4,792-4,792-100%$1.0M———
Palisade Capital Management, LP
N/A—4,790-4,790-100%$1.0M———
IKE Capital, LLC
N/A—4,785-4,785-100%$1.0M———
GatePass Capital, LLC
N/A—4,763-4,763-100%$1.0M———
Boston Research & Management Inc
N/A—4,705-4,705-100%$1.0M———
Runnymede Capital Advisors, Inc.
N/A—4,676-4,676-100%$994.9K———
Persistent Asset Partners Ltd
N/A—4,667-4,667-100%$993.0K———
Cedar Wealth Management, LLC
N/A—4,639-4,639-100%$987.1K———
Disciplined Investors, L.L.C.
N/A—4,483-4,483-100%$953.8K———
Sfmg, LLC
N/A—4,469-4,469-100%$950.8K———
CSM Advisors, LLC
N/A—4,450-4,450-100%$947.0K———
Innovative Asset Advisors Group, LLC
N/A—4,435-4,435-100%$943.6K———
WealthTrust Axiom LLC
N/A—4,432-4,432-100%$943.1K———
Founders Financial Alliance, LLC
N/A—4,424-4,424-100%$941.2K———
Schnieders Capital Management, Llc.
N/A—4,403-4,403-100%$936.7K———
Board of Trustees of The Leland Stanford Junior University
N/A—4,381-4,381-100%$932.1K———
Freestone Capital Holdings, LLC
N/A—4,364-4,364-100%$928.6K———
RPS Advisory Solutions LLC
N/A—4,232-4,232-100%$900.4K———
Addison Capital Co
N/A—4,167-4,167-100%$886.6K———
Vista Investment Management
N/A—4,138-4,138-100%$880.5K———
Panoramic Investment Advisors, LLC
N/A—4,136-4,136-100%$880.0K———
Rench Wealth Management, Inc.
N/A—4,104-4,104-100%$873.2K———
Private Wealth Asset Management, LLC
N/A—4,085-4,085-100%$869.2K———
Aspire Growth Partners LLC
N/A—4,054-4,054-100%$862.6K———
Park Square Financial Group, LLC
N/A—4,040-4,040-100%$859.6K———
Prepared Retirement Institute LLC
N/A—3,903-3,903-100%$830.4K———
Bedel Financial Consulting, Inc.
N/A—3,864-3,864-100%$822.1K———
Ruggiero Investments, Inc.
N/A—3,855-3,855-100%$820.1K———
Spirepoint Private Client, LLC
N/A—3,854-3,854-100%$820.1K———
Pacific Point Advisors, LLC
N/A—3,814-3,814-100%$811.5K———
Conscious Wealth Investments, LLC
N/A—3,812-3,812-100%$811.0K———
Melfa Wealth Management, Inc.
N/A—3,810-3,810-100%$810.6K———
McLaughlin Asset Management, Inc.
N/A—3,785-3,785-100%$805.3K———
Main Street Financial Solutions, LLC
N/A—3,777-3,777-100%$803.6K———
Stokes Family Office, LLC
N/A—3,768-3,768-100%$801.7K———
Collaborative Capital Advisors LLC
N/A—3,710-3,710-100%$789.3K———
Legacy Wealth Managment, LLC
N/A—3,701-3,701-100%$787.4K———
Orcam Financial Group
N/A—3,695-3,695-100%$786.2K———
Chicago Wealth Management, Inc.
N/A—3,680-3,680-100%$783.1K———
Duncan Williams Asset Management, LLC
N/A—3,664-3,664-100%$779.6K———
Serenus Wealth Advisors, LLC
N/A—3,660-3,660-100%$778.8K———
Icon Wealth Advisors, LLC
N/A—3,657-3,657-100%$778.0K———
Mission Creek Capital Partners, Inc.
N/A—3,639-3,639-100%$774.3K———
WNY Asset Management, LLC
N/A—3,610-3,610-100%$768.2K———
UP Strategic Wealth Investment Advisors LLC
N/A—3,601-3,601-100%$791.2K———
Dover Advisors, LLC
N/A—3,590-3,590-100%$687.7K———
Gentry Private Wealth, LLC
N/A—3,587-3,587-100%$763.2K———
Prosperity Consulting Group, LLC
N/A—3,583-3,583-100%$762.3K———
XTX Topco Ltd
N/A—3,581-3,581-100%$761.9K———
LRI Investments, LLC
N/A—3,559-3,559-100%$757.2K———
KDT Advisors, LLC
N/A—3,520-3,520-100%$749.0K———
Institute for Wealth Management, Llc.
N/A—3,502-3,502-100%$745.1K———
Financial Engines Advisors L.L.C.
N/A—3,488-3,488-100%$742.1K———
Heritage Wealth Advisors
N/A—3,439-3,439-100%$731.7K———
Betterment LLC
N/A—3,433-3,433-100%$730.0K———
FourThought Financial Partners, LLC
N/A—3,425-3,425-100%$728.8K———
Spreng Capital Management, Inc.
N/A—3,411-3,411-100%$725.9K———
Cordant, Inc.
N/A—3,353-3,353-100%$713.4K———
Pinnacle Family Advisors, LLC
N/A—3,346-3,346-100%$712.0K———
Berger Financial Group, Inc
N/A—3,344-3,344-100%$711.6K———
Storgate, LLC
N/A—3,277-3,277-100%$697.2K———
Nicholson Wealth Management Group, LLC
N/A—3,249-3,249-100%$691.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,214-3,214-100%$683.8K———
Mathes Company, Inc.
N/A—3,150-3,150-100%$670.0K———
Q3 Asset Management
N/A—3,145-3,145-100%$669.0K———
Horizon Kinetics Asset Management LLC
N/A—3,131-3,131-100%$666.3K———
WFA of San Diego, LLC
N/A—3,105-3,105-100%$691.6K———
Mairs & Power Inc
N/A—3,100-3,100-100%$659.5K———
D L Carlson Investment Group Inc
N/A—3,058-3,058-100%$650.7K———
Allied Private Wealth LLC
N/A—3,058-3,058-100%$649.0K———
Regal Partners Ltd
N/A—3,034-3,034-100%$645.5K———
Price T Rowe Associates Inc
N/A—3,014-3,014-100%$642.0K———
Webster Bank, N. A.
N/A—3,001-3,001-100%$638.5K———
Absolute Gestao de Investimentos Ltda.
N/A—3,000-3,000-100%$638.3K———
Birmingham Capital Management Co Inc
N/A—3,000-3,000-100%$638.0K———
Keel Point, LLC
N/A—2,994-2,994-100%$637.0K———
Capital Advisors Inc
N/A—2,991-2,991-100%$636.4K———
Forty-three Eighteen Advisors, LLC
N/A—2,973-2,973-100%$632.6K———
Howe & Rusling Inc
N/A—2,966-2,966-100%$631.0K———
GeoWealth Management, LLC
N/A—2,939-2,939-100%$625.3K———
Bard Associates Inc
N/A—2,920-2,920-100%$621.3K———
Beck Bode, LLC
N/A—2,904-2,904-100%$617.9K———
Argent Advisors, Inc.
N/A—2,875-2,875-100%$611.7K———
Lcnb Corp
N/A—2,873-2,873-100%$611.3K———
Purpose Unlimited Inc.
N/A—2,869-2,869-100%$619.5K———
Advance Capital Management, Inc.
N/A—2,859-2,859-100%$608.4K———
Pgim Custom Harvest LLC
N/A—2,856-2,856-100%$607.7K———
Unconventional Investor, LLC
N/A—2,838-2,838-100%$603.9K———
SEI Investments Co
N/A—2,829-2,829-100%$601.9K———
North Dallas Bank & Trust Co
N/A—2,804-2,804-100%$596.6K———
EWA, LLC
N/A—2,802-2,802-100%$596.2K———
Bogart Wealth, LLC
N/A—2,767-2,767-100%$588.6K———
First Trust Advisors LP
N/A—2,766-2,766-100%$588.5K———
Millstone Evans Group, LLC
N/A—2,723-2,723-100%$579.3K———
1ST Source Bank
N/A—2,713-2,713-100%$577.2K———
Bay Rivers Group
N/A—2,710-2,710-100%$576.6K———
Donaldson Capital Management, LLC
N/A—2,708-2,708-100%$576.1K———
Manhattan West Asset Management, LLC
N/A—2,703-2,703-100%$575.1K———
Tulsa Wealth Advisors, Inc
N/A—2,625-2,625-100%$558.6K———
Fisher Asset Management, LLC
N/A—2,624-2,624-100%$558.4K———
Pennington Partners & Co., LLC
N/A—2,541-2,541-100%$540.6K———
AssuredPartners Investment Advisors, LLC
N/A—2,537-2,537-100%$539.9K———
Guardian Wealth Advisors, LLC / NC
N/A—2,530-2,530-100%$538.3K———
TD Capital Management LLC
N/A—2,524-2,524-100%$537.0K———
Sierra Capital LLC
N/A—2,494-2,494-100%$530.6K———
Monograph Wealth Advisors, LLC
N/A—2,465-2,465-100%$524.4K———
Bellwether Advisors, LLC
N/A—2,464-2,464-100%$524.3K———
Fairfield, Bush & Co.
N/A—2,457-2,457-100%$522.8K———
Partners in Financial Planning
N/A—2,425-2,425-100%$516.0K———
Wealth Management Associates, Inc.
N/A—2,418-2,418-100%$514.5K———
Venturi Wealth Management, LLC
N/A—2,415-2,415-100%$513.6K———
America First Investment Advisors, LLC
N/A—2,415-2,415-100%$513.8K———
BSW Wealth Partners
N/A—2,385-2,385-100%$507.6K———
Hills Bank & Trust Co
N/A—2,378-2,378-100%$506.0K———
Napier Financial, LLC
N/A—2,374-2,374-100%$505.1K———
Cura Wealth Advisors, LLC
N/A—2,321-2,321-100%$493.7K———
Strategic Investment Advisors / MI
N/A—2,314-2,314-100%$492.4K———
STG Securities, LLC
N/A—2,302-2,302-100%$489.8K———
Campbell Deegan Wealth Management, LLC
N/A—2,302-2,302-100%$489.7K———
Mrwm Advisors, LLC
N/A—2,272-2,272-100%$483.4K———
Steigerwald, Gordon & Koch Inc.
N/A—2,272-2,272-100%$483.5K———
Magnolia Private Wealth, LLC
N/A—2,243-2,243-100%$477.2K———
Ironwood Investment Counsel, LLC
N/A—2,222-2,222-100%$472.9K———
Mayport, LLC
N/A—2,217-2,217-100%$471.7K———
Empirical Asset Management, LLC
N/A—2,192-2,192-100%$466.4K———
MorganRosel Wealth Management, LLC
N/A—2,192-2,192-100%$466.4K———
Anchor Investment Management, LLC
N/A—2,184-2,184-100%$464.7K———
Ballentine Partners, LLC
N/A—2,175-2,175-100%$462.8K———
OneAscent Family Office, LLC
N/A—2,144-2,144-100%$456.2K———
Westmount Partners, LLC
N/A—2,143-2,143-100%$455.9K———
Valor Advisors LLC
N/A—2,136-2,136-100%$454.5K———
Alan B Lancz & Associates, Inc.
N/A—2,107-2,107-100%$448.3K———
Silver OAK Wealth Advisors Services, LLC
N/A—2,094-2,094-100%$445.5K———
Florida Financial Advisors, LLC
N/A—2,073-2,073-100%$441.1K———
Fortress Private Ledger, LLC
N/A—2,052-2,052-100%$436.6K———
Coldstream Capital Management Inc
N/A—2,028-2,028-100%$431.4K———
Coastwise Capital Group, LLC
N/A—2,021-2,021-100%$430.0K———
Hamilton Wealth, LLC
N/A—2,000-2,000-100%$425.5K———
Prelude Capital Management, LLC
N/A—2,000-2,000-100%$425.5K———
MRP Capital Investments, LLC
N/A—2,000-2,000-100%$425.5K———
Dearborn Partners LLC
N/A—1,970-1,970-100%$419.2K———
Brookwood Investment Group LLC
N/A—1,964-1,964-100%$417.8K———
OneAscent Financial Services LLC
N/A—1,956-1,956-100%$416.3K———
Triton Financial Group Inc
N/A—1,955-1,955-100%$416.0K———
Maxele Advisors, LLC
N/A—1,907-1,907-100%$405.8K———
Bank OZK
N/A—1,906-1,906-100%$405.6K———
Range Advisory, LLC
N/A—1,896-1,896-100%$403.5K———
Collier Financial
N/A—1,886-1,886-100%$401.2K———
CFO4Life Group, LLC
N/A—1,886-1,886-100%$401.4K———
one8zero8, LLC
N/A—1,858-1,858-100%$395.4K———
FWG Holdings, LLC
N/A—1,842-1,842-100%$393.4K———
Sequent Planning LLC
N/A—1,839-1,839-100%$391.2K———
V2 Financial group LLC
N/A—1,837-1,837-100%$390.9K———
Bolthouse Investments, LLC
N/A—1,827-1,827-100%$388.7K———
AFT, Forsyth & Company, Inc.
N/A—1,823-1,823-100%$388.0K———
Drucker Wealth 3.0, LLC
N/A—1,812-1,812-100%$385.5K———
Legend Capital Advisors LLC
N/A—1,810-1,810-100%$385.1K———
TFO Wealth Partners, LLC
N/A—1,794-1,794-100%$381.7K———
SVB Wealth LLC
N/A—1,787-1,787-100%$380.2K———
Rialto Wealth Management, LLC
N/A—1,773-1,773-100%$377.2K———
Symphony Financial Services, Inc.
N/A—1,770-1,770-100%$376.6K———
Ingalls & Snyder LLC
N/A—1,756-1,756-100%$374.0K———
First American Trust, FSB
N/A—1,755-1,755-100%$373.4K———
Mountain Capital Investment Advisors Inc.
N/A—1,715-1,715-100%$365.0K———
Benchmark Investment Advisors LLC
N/A—1,693-1,693-100%$360.2K———
Hirtle & Co., LLC
N/A—1,687-1,687-100%$358.9K———
Next Capital Management LLC
N/A—1,686-1,686-100%$358.7K———
Mpwm Advisory Solutions, LLC
N/A—1,678-1,678-100%$357.0K———
Medallion Wealth Advisors, LLC
N/A—1,662-1,662-100%$350.2K———
Carson Advisory Inc.
N/A—1,660-1,660-100%$353.3K———
Goldstone Financial Group, LLC
N/A—1,655-1,655-100%$352.1K———
Legacy Trust
N/A—1,630-1,630-100%$346.8K———
Lakeridge Wealth Management LLC
N/A—1,628-1,628-100%$346.3K———
Kidder Stephen W
N/A—1,600-1,600-100%$340.4K———
Tidal Investments LLC
N/A—1,595-1,595-100%$339.4K———
Clarity Financial LLC
N/A—1,591-1,591-100%$338.5K———
Ameriflex Group, Inc.
N/A—1,589-1,589-100%$338.1K———
Nvest Financial, LLC
N/A—1,588-1,588-100%$337.9K———
Alteri Wealth LLC
N/A—1,579-1,579-100%$335.9K———
Strategies Wealth Advisors, LLC
N/A—1,575-1,575-100%$335.0K———
Channel Wealth LLC
N/A—1,569-1,569-100%$333.8K———
Winning Points Advisors, LLC
N/A—1,567-1,567-100%$333.5K———
W1m Asset Management Ltd
N/A—1,565-1,565-100%$332.9K———
Ducere Wealth Management LLC
N/A—1,555-1,555-100%$330.9K———
Cornerstone Capital, Inc.
N/A—1,550-1,550-100%$329.8K———
Quotient Wealth Partners, LLC
N/A—1,545-1,545-100%$328.7K———
Gamco Investors, Inc. ET AL
N/A—1,535-1,535-100%$326.6K———
Family Manage LLC
N/A—1,531-1,531-100%$325.8K———
Miller Capital Partners, Inc.
N/A—1,517-1,517-100%$322.8K———
Lazard Asset Management LLC
N/A—1,500-1,500-100%$319.2K———
Beck Capital Management, LLC
N/A—1,495-1,495-100%$318.2K———
Integrated Investment Consultants, LLC
N/A—1,489-1,489-100%$316.8K———
Ogorek Anthony Joseph
N/A—1,488-1,488-100%$316.0K———
Cary Street Partners Investment Advisory LLC
N/A—1,482-1,482-100%$315.3K———
BankPlus Trust Department
N/A—1,451-1,451-100%$308.7K———
Kastel Capital Advisors, LLC
N/A—1,431-1,431-100%$274.6K———
Bernard Wealth Management Corp.
N/A—1,430-1,430-100%$304.3K———
Sound View Wealth Advisors Group, LLC
N/A—1,389-1,389-100%$295.6K———
Colonial Trust Co / SC
N/A—1,361-1,361-100%$290.0K———
Pacific SUN Financial Corp
N/A—1,355-1,355-100%$288.3K———
Tobias Financial Advisors, Inc.
N/A—1,330-1,330-100%$283.0K———
Kesler, Norman & Wride, LLC
N/A—1,323-1,323-100%$281.5K———
Vanguard Advisers Inc
N/A—1,310-1,310-100%$278.7K———
Sargent Investment Group, LLC
N/A—1,309-1,309-100%$278.5K———
Borer Denton & Associates, Inc.
N/A—1,290-1,290-100%$274.5K———
Vines Capital Management, LLC
N/A—1,274-1,274-100%$271.1K———
Banque Transatlantique SA
N/A—1,267-1,267-100%$269.6K———
Brave Asset Management Inc
N/A—1,261-1,261-100%$268.3K———
Rather & Kittrell, Inc.
N/A—1,257-1,257-100%$267.5K———
Libra Wealth LLC
N/A—1,251-1,251-100%$266.2K———
Van Diest Capital, LLC
N/A—1,243-1,243-100%$264.4K———
Hayek Kallen Investment Management
N/A—1,240-1,240-100%$264.0K———
BTG Pactual Asset Management US LLC
N/A—1,232-1,232-100%$262.1K———
Norris Financial Group, LLC
N/A—1,216-1,216-100%$258.7K———
Rathbones Group PLC
N/A—1,196-1,196-100%$254.5K———
Advisors Capital Management, LLC
N/A—1,191-1,191-100%$253.4K———
Accent Capital Management, LLC
N/A—1,171-1,171-100%$249.2K———
Sovereign Investment Advisors, LLC
N/A—1,143-1,143-100%$243.2K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—1,139-1,139-100%$242.3K———
Clark Capital Management Group, Inc.
N/A—1,137-1,137-100%$241.9K———
Westview Management dba Westview Investment Advisors
N/A—1,129-1,129-100%$240.2K———
Cadia Private Client LLC
N/A—1,128-1,128-100%$240.1K———
Cedarwood Wealth LLC
N/A—1,124-1,124-100%$239.2K———
Sand Hill Global Advisors, LLC
N/A—1,114-1,114-100%$236.9K———
Wealthgarden F.S. LLC
N/A—1,114-1,114-100%$237.1K———
K.J. Harrison & Partners Inc
N/A—1,080-1,080-100%$229.8K———
Plum Street Advisors, LLC
N/A—1,069-1,069-100%$227.5K———
FSB Premier Wealth Management, Inc.
N/A—1,059-1,059-100%$225.3K———
Smartleaf Asset Management LLC
N/A—1,042-1,042-100%$222.2K———
Brendel Financial Advisors LLC
N/A—1,035-1,035-100%$220.2K———
1776 Wealth LLC
N/A—1,026-1,026-100%$218.3K———
Aspire Capital Advisors LLC
N/A—1,022-1,022-100%$217.5K———
Performance Wealth Partners, LLC
N/A—1,009-1,009-100%$214.7K———
Northwest Bancshares, Inc.
N/A—1,007-1,007-100%$214.3K———
Trustmark Bank Trust Department
N/A—1,006-1,006-100%$214.0K———
Bayesian Capital Management, LP
N/A—1,001-1,001-100%$213.0K———
Chancellor Financial Group WB LP
N/A—1,000-1,000-100%$212.7K———
Bank of Hawaii
N/A—1,000-1,000-100%$212.8K———
Headland Capital, LLC
N/A—990-990-100%$210.6K———
Wellington Grp LLC
N/A—980-980-100%$208.5K———
Lyrical Asset Management LP
N/A—979-979-100%$208.3K———
Steelhead Wealth Management LLC
N/A—975-975-100%$207.0K———
Clifford Group, LLC
N/A—972-972-100%$206.8K———
Morgan Dempsey Capital Management LLC
N/A—970-970-100%$206.5K———
Harris Associates L P
N/A—969-969-100%$206.2K———
Great OAK Capital Partners, LLC
N/A—966-966-100%$206.9K———
Harbour Investment Management LLC
N/A—960-960-100%$204.3K———
Mitchell Mcleod Pugh & Williams Inc
N/A—950-950-100%$202.1K———
Morris Financial Concepts, Inc.
N/A—942-942-100%$200.4K———
SHP Wealth Management
N/A—935-935-100%$198.9K———
Aventura Private Wealth, LLC
N/A—910-910-100%$193.6K———
Oxford Financial Group, Ltd. LLC
N/A—899-899-100%$191.3K———
N.E.W. Advisory Services LLC
N/A—857-857-100%$182.4K———
Banque Cantonale Vaudoise
N/A—855-855-100%$182.0K———
Dunhill Financial, LLC
N/A—819-819-100%$174.3K———
Financial Life Planners
N/A—815-815-100%$173.5K———
Johnson Financial Group, Inc.
N/A—807-807-100%$171.7K———
Strive Financial Group,LLC
N/A—782-782-100%$166.4K———
Mcguire Capital Advisors Inc
N/A—768-768-100%$163.4K———
CVA Family Office, LLC
N/A—702-702-100%$149.4K———
Godfrey Financial Associates, Inc.
N/A—680-680-100%$144.7K———
Nova Wealth Management, Inc.
N/A—640-640-100%$136.2K———
Tanglewood Legacy Advisors, LLC
N/A—597-597-100%$127.0K———
ST Germain D J Co Inc
N/A—593-593-100%$126.2K———
Quent Capital, LLC
N/A—507-507-100%$107.9K———
WealthCollab, LLC
N/A—500-500-100%$106.4K———
Cutler Capital Management, LLC
N/A—474-474-100%$100.9K———
Addison Advisors LLC
N/A—460-460-100%$97.9K———
Providence Capital Advisors, LLC
N/A—456-456-100%$97.0K———
MidFirst Bank
N/A—443-443-100%$94.3K———
Atlas Capital Advisors Inc.
N/A—429-429-100%$91.4K———
Fi3 Financial Advisors, LLC
N/A—428-428-100%$315.5K———
Delta Asset Management LLC
N/A—419-419-100%$89.2K———
Strategic Wealth Advisors LLC
N/A—409-409-100%$78———
Walsh & Associates, LLC
N/A—372-372-100%$79.2K———
Hamrick Investment Counsel, llc
N/A—355-355-100%$75.5K———
Bravera Wealth
N/A—330-330-100%$70.2K———
Motco
N/A—316-316-100%$67.2K———
Tiaa Wealth Investment Management LLC
N/A—313-313-100%$66.6K———
SOA Wealth Advisors, Llc.
N/A—303-303-100%$64.5K———
Lavaca Capital LLC
N/A—300-300-100%$63.8K———
Knuff & Co LLC
N/A—300-300-100%$63.8K———
Toews Corp
N/A—300-300-100%$63.8K———
Strategic Investment Solutions, Inc.
N/A—298-298-100%$63.4K———
Caitlin John, LLC
N/A—279-279-100%$59.4K———
Synergy Investment Management, LLC
N/A—252-252-100%$53.6K———
Silicon Valley Capital Partners
N/A—250-250-100%$53.2K———
Truvestments Capital LLC
N/A—249-249-100%$53.0K———
South Plains Financial, Inc.
N/A—231-231-100%$49.1K———
Tidemark, LLC
N/A—231-231-100%$49.2K———
Frazier Financial Advisors, LLC
N/A—168-168-100%$35.7K———
Hantz Financial Services, Inc.
N/A—165-165-100%$35.0K———
Cambridge Financial Group, Inc.
N/A—160-160-100%$34.0K———
Vanguard National Trust Co
N/A—160-160-100%$34.0K———
Rogco, LP
N/A—159-159-100%$33.8K———
Harborfront Financial Group LLC
N/A—158-158-100%$33.6K———
Investment Counsel Co of Nevada
N/A—158-158-100%$33.6K———
Front Row Advisors LLC
N/A—150-150-100%$33.1K———
Monetary Management Group Inc
N/A—150-150-100%$31.9K———
Nalls Sherbakoff Group, LLC
N/A—150-150-100%$31.9K———
Keating Financial Advisory Services, Inc.
N/A—134-134-100%$28.5K———
Coston, McIsaac & Partners
N/A—133-133-100%$28———
Highland Investment Advisors LLC
N/A—122-122-100%$25.9K———
Basepoint Wealth LLC
N/A—102-102-100%$21.6K———
Wellington-Altus USA Inc.
N/A—100-100-100%$19.2K———
Basecamp Wealth Advisors LLC
N/A—99-99-100%$21.0K———
Transamerica Financial Advisors, LLC
N/A—96-96-100%$20.6K———
Broadwater Capital Management LLC
N/A—71-71-100%$15.1K———
Prestige Wealth Management Group LLC
N/A—57-57-100%$12.1K———
Caldwell Sutter Capital, Inc.
N/A—51-51-100%$10.9K———
IAG Wealth Partners, LLC
N/A—50-50-100%$10.6K———
Quantum Portfolio Management LLC
N/A—48-48-100%$10.3K———
FWL Investment Management, LLC
N/A—45-45-100%$9.6K———
Sittner & Nelson, LLC
N/A—44-44-100%$9.4K———
Anchor Bay Capital, Inc.
N/A—36-36-100%$8.0K———
JPL Wealth Management, LLC
N/A—33-33-100%$7.0K———
PIN OAK Investment Advisors Inc
N/A—24-24-100%$5———
Capital Advisor Network LLC
N/A—19-19-100%$4.0K———
HFM Investment Advisors, LLC
N/A—19-19-100%$4.0K———
Lummis Asset Management, LP
N/A—18-18-100%$3.8K———
Imprint Wealth LLC
N/A—12-12-100%$2.6K———
Swan Capital LLC
N/A—12-12-100%$2.6K———
PlanVest Financial, Inc
N/A—10-10-100%$2.2K———
Continuum Advisory, LLC
N/A—10-10-100%$2.1K———
Atomic Invest LLC
N/A—6-6-100%$1.2K———
CNB Bank
N/A—1-1-100%$213———
Showing 2432 of 2432 institutions