IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Select Dividend ETF (DVY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
PNC Financial Services Group, Inc.
DECREASED
Shares3,427,513 from 3,462,669
Change-35,156 (-1%)
Value$521.2M (-$20.0M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares1,905,806 from 1,861,748
Change+44,058 (+2%)
Value$289.8M (-$1.2M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares1,570,033 from 1,589,062
Change-19,029 (-1%)
Value$238.8M (-$9.6M)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares1,064,512 from 1,085,765
Change-21,253 (-2%)
Value$161.9M (-$7.8M)
Filed 2026-10-30
US Bancorp \de\
DECREASED
Shares1,038,839 from 1,086,066
Change-47,227 (-4%)
Value$158.0M (-$11.8M)
Filed 2026-11-05
Howard Capital Management, LLC
UNCHANGED
Shares1,011,427 from 1,011,427
Change0 (0%)
Value$153.8M (-$4.3M)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares662,481 from 658,941
Change+3,540 (+1%)
Value$100.7M (-$2.2M)
Filed 2026-11-05
Northside Capital Management, LLC
INCREASED
Shares651,393 from 651,372
Change+21 (0%)
Value$99.1M (-$2.8M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares568,018 from 573,403
Change-5,385 (-1%)
Value$86.4M (-$3.2M)
Filed 2026-11-02
Sterling Investment Advisors, Ltd.
INCREASED
Shares354,985 from 305,312
Change+49,673 (+16%)
Value$25.2M (+$1.7M)
Filed 2026-10-27
AMG National Trust Bank
INCREASED
Shares336,991 from 320,541
Change+16,450 (+5%)
Value$51.2M (+$1.1M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares319,421 from 318,441
Change+980 (+0%)
Value$48.6M (-$1.2M)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares222,372 from 199,537
Change+22,835 (+11%)
Value$33.8M (+$2.6M)
Filed 2026-10-23
Assetmark, Inc
DECREASED
Shares213,884 from 219,483
Change-5,599 (-3%)
Value$32.5M (-$1.8M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares185,760 from 187,543
Change-1,783 (-1%)
Value$28.2K (-$29.3M)
Filed 2026-11-02
Valmark Advisers, Inc.
INCREASED
Shares183,556 from 179,186
Change+4,370 (+2%)
Value$27.9M (-$93.4K)
Filed 2026-11-06
Ellis Investment Partners, LLC
DECREASED
Shares166,482 from 184,501
Change-18,019 (-10%)
Value$25.3M (-$3.5M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares160,192 from 145,607
Change+14,585 (+10%)
Value$24.4M (+$1.6M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares157,254 from 160,088
Change-2,834 (-2%)
Value$23.2M (-$1.1M)
Filed 2026-10-13
GW Henssler & Associates LTD
INCREASED
Shares154,801 from 147,515
Change+7,286 (+5%)
Value$23.5M (+$484.0K)
Filed 2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED
Shares139,461 from 139,358
Change+103 (+0%)
Value$21.2M (-$573.8K)
Filed 2026-10-22
Davenport & Co LLC
INCREASED
Shares132,162 from 122,671
Change+9,491 (+8%)
Value$20.1M (+$924.3K)
Filed 2026-10-14
Capital Investment Advisors, LLC
DECREASED
Shares123,473 from 126,029
Change-2,556 (-2%)
Value$18.8M (-$921.9K)
Filed 2026-10-22
Kwmg, LLC
INCREASED
Shares120,457 from 114,949
Change+5,508 (+5%)
Value$18.3M (+$351.4K)
Filed 2026-10-07
NTV Asset Management LLC
INCREASED
Shares107,304 from 104,700
Change+2,604 (+2%)
Value$16.3M (-$46.8K)
Filed 2026-10-23
Cullen T Bankers, Inc.
DECREASED
Shares105,099 from 111,795
Change-6,696 (-6%)
Value$16.0M (-$1.5M)
Filed 2026-10-28
JGP Wealth Management, LLC
INCREASED
Shares100,478 from 90,968
Change+9,510 (+10%)
Value$15.3M (+$1.1M)
Filed 2026-10-13
Powell Investment Advisors, LLC
INCREASED
Shares99,512 from 99,237
Change+275 (+0%)
Value$15.1M (-$378.0K)
Filed 2026-10-22
Lido Advisors, LLC
DECREASED
Shares99,282 from 104,539
Change-5,257 (-5%)
Value$15.1M (-$1.2M)
Filed 2026-11-04
Raab & Moskowitz Asset Management LLC
INCREASED
Shares94,255 from 83,948
Change+10,307 (+12%)
Value$14.3M (+$1.2M)
Filed 2026-11-02
North Star Investment Management Corp.
DECREASED
Shares82,761 from 82,829
Change-68 (0%)
Value$12.6M (-$360.7K)
Filed 2026-10-27
TD Private Client Wealth LLC
INCREASED
Shares80,634 from 80,521
Change+113 (+0%)
Value$12.3M (-$323.4K)
Filed 2026-10-28
First United Bank & Trust
INCREASED
Shares77,371 from 74,743
Change+2,628 (+4%)
Value$11.8M (+$83.5K)
Filed 2026-10-22
White Lighthouse Investment Management Inc.
INCREASED
Shares74,390 from 70,028
Change+4,362 (+6%)
Value$11.3M (+$367.0K)
Filed 2026-10-21
Allen Investment Management, LLC
UNCHANGED
Shares72,973 from 72,973
Change0 (0%)
Value$11.1M (-$308.7K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares69,354 from 66,042
Change+3,312 (+5%)
Value$10.5M (+$224.2K)
Filed 2026-10-23
Old National Bancorp
DECREASED
Shares67,578 from 67,856
Change-278 (0%)
Value$10.3M (-$329.3K)
Filed 2026-10-20
Asset Advisors Investment Management, LLC
DECREASED
Shares59,471 from 61,066
Change-1,595 (-3%)
Value$9.0M (-$500.9K)
Filed 2026-10-19
Dumont & Blake Investment Advisors LLC
DECREASED
Shares58,588 from 58,830
Change-242 (0%)
Value$8.9M (-$285.6K)
Filed 2026-10-28
Beaumont Financial Advisors, LLC
INCREASED
Shares56,996 from 55,713
Change+1,283 (+2%)
Value$8.7M (-$40.6K)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares55,172 from 51,477
Change+3,695 (+7%)
Value$8.4M (+$344.2K)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares53,649 from 53,416
Change+233 (+0%)
Value$8.7M (+$370.5K)
Filed 2026-11-04
Amarillo National Bank
DECREASED
Shares53,230 from 53,355
Change-125 (0%)
Value$8.1M (-$244.7K)
Filed 2026-10-23
KCM Investment Advisors LLC
INCREASED
Shares52,684 from 52,670
Change+14 (+0%)
Value$8.0M (-$220.7K)
Filed 2026-10-27
Wealth Quarterback LLC
INCREASED
Shares52,610 from 50,050
Change+2,560 (+5%)
Value$8.0M (+$177.7K)
Filed 2026-10-20
Linscomb Wealth, Inc.
DECREASED
Shares50,356 from 51,281
Change-925 (-2%)
Value$7.7M (-$357.5K)
Filed 2026-11-05
Bokf, NA
DECREASED
Shares50,327 from 50,965
Change-638 (-1%)
Value$7.7M (-$312.6K)
Filed 2026-10-27
Carret Asset Management, LLC
DECREASED
Shares49,627 from 50,334
Change-707 (-1%)
Value$7.5M (-$320.5K)
Filed 2026-11-04
Citizens Financial Group Inc
INCREASED
Shares49,199 from 40,029
Change+9,170 (+23%)
Value$7.5M (+$1.2M)
Filed 2026-10-23
Lee Financial Co
DECREASED
Shares47,288 from 47,600
Change-312 (-1%)
Value$7.2M (-$248.8K)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
INCREASED
Shares47,108 from 46,459
Change+649 (+1%)
Value$7.2M (-$97.9K)
Filed 2026-10-20
LMG Wealth Partners, LLC
INCREASED
Shares46,937 from 46,677
Change+260 (+1%)
Value$7.1M (-$157.9K)
Filed 2026-11-05
Glenview Trust Co
DECREASED
Shares46,598 from 46,963
Change-365 (-1%)
Value$7.1M (-$254.2K)
Filed 2026-10-28
Pinnacle Financial Group, LLC / IL
DECREASED
Shares46,456 from 46,503
Change-47 (0%)
Value$7.1M (-$203.8K)
Filed 2026-10-29
Verus Financial Partners, Inc.
DECREASED
Shares43,875 from 44,284
Change-409 (-1%)
Value$6.7M (-$249.5K)
Filed 2026-10-29
IFG Advisors, LLC
DECREASED
Shares43,532 from 44,952
Change-1,420 (-3%)
Value$6.6M (-$406.2K)
Filed 2026-10-15
Integrated Advisors Network LLC
DECREASED
Shares43,264 from 45,413
Change-2,149 (-5%)
Value$6.6M (-$518.8K)
Filed 2026-10-20
D.A. Davidson & Co.
DECREASED
Shares42,746 from 44,716
Change-1,970 (-4%)
Value$6.5M (-$488.8K)
Filed 2026-10-28
Highland Capital Management, LLC
INCREASED
Shares42,615 from 41,785
Change+830 (+2%)
Value$6.5M (-$50.5K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares42,211 from 41,768
Change+443 (+1%)
Value$6.4M (-$109.3K)
Filed 2026-10-16
Principle Wealth Partners LLC
DECREASED
Shares41,987 from 42,009
Change-22 (0%)
Value$6.4M (-$180.9K)
Filed 2026-11-02
Joseph P. Lucia & Associates, LLC
INCREASED
Shares40,892 from 36,386
Change+4,506 (+12%)
Value$6.2M (+$531.3K)
Filed 2026-10-30
Fifth Third Securities, Inc.
DECREASED
Shares39,508 from 39,914
Change-406 (-1%)
Value$6.0M (-$230.6K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares39,194 from 32,577
Change+6,617 (+20%)
Value$6.0M (+$868.4K)
Filed 2026-10-16
Pinnacle Associates LTD
INCREASED
Shares39,176 from 38,734
Change+442 (+1%)
Value$6.0M (-$96.6K)
Filed 2026-10-20
Focus Wealth Advisors, LLC
DECREASED
Shares38,365 from 39,099
Change-734 (-2%)
Value$5.8M (-$277.1K)
Filed 2026-10-14
Landaas & Co
INCREASED
Shares36,926 from 36,439
Change+487 (+1%)
Value$5.6M (-$80.1K)
Filed 2026-10-29
Eagle Bay Advisors LLC
DECREASED
Shares36,710 from 38,710
Change-2,000 (-5%)
Value$5.6M (-$467.9K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
DECREASED
Shares36,483 from 37,924
Change-1,441 (-4%)
Value$5.5M (-$379.5K)
Filed 2026-11-05
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares35,010 from 35,005
Change+5 (+0%)
Value$5.3M (-$147.3K)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
INCREASED
Shares34,951 from 34,007
Change+944 (+3%)
Value$5.3M (-$190)
Filed 2026-10-19
Allworth Financial LP
INCREASED
Shares34,809 from 30,655
Change+4,154 (+14%)
Value$5.4M (+$649.3K)
Filed 2026-11-06
Clearstead Advisors, LLC
DECREASED
Shares34,639 from 35,053
Change-414 (-1%)
Value$5.3M (-$211.2K)
Filed 2026-11-06
Cornerstone Advisors Asset Management, LLC
DECREASED
Shares34,351 from 39,604
Change-5,253 (-13%)
Value$5.2M (-$966.4K)
Filed 2026-11-06
Klingman & Associates, LLC
INCREASED
Shares33,964 from 32,133
Change+1,831 (+6%)
Value$5.2M (+$142.5K)
Filed 2026-10-20
Cornerstone Management, Inc.
INCREASED
Shares33,891 from 32,916
Change+975 (+3%)
Value$5.2M (+$9.0K)
Filed 2026-10-16
Taylor Financial Group, Inc.
INCREASED
Shares33,707 from 30,431
Change+3,276 (+11%)
Value$5.1M (+$369.4K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares33,461 from 30,463
Change+2,998 (+10%)
Value$5.1M (+$327.0K)
Filed 2026-10-08
Ironwood Financial, llc
DECREASED
Shares33,027 from 33,288
Change-261 (-1%)
Value$5.0M (-$319.9K)
Filed 2026-10-20
Albion Financial Group
UNCHANGED
Shares32,945 from 32,945
Change0 (0%)
Value$5.0M (-$139.4K)
Filed 2026-10-21
Exchange Traded Concepts, LLC
DECREASED
Shares32,644 from 36,663
Change-4,019 (-11%)
Value$5.0M (-$766.3K)
Filed 2026-10-28
Gallagher Capital Advisors, LLC
INCREASED
Shares31,892 from 31,658
Change+234 (+1%)
Value$4.8M (-$98.3K)
Filed 2026-10-09
Ferguson Wellman Capital Management, Inc
INCREASED
Shares31,729 from 31,252
Change+477 (+2%)
Value$4.8M (-$59.7K)
Filed 2026-10-05
Keybank National Association
DECREASED
Shares31,066 from 31,675
Change-609 (-2%)
Value$4.7M (-$226.6K)
Filed 2026-11-04
Mechanics Bank Trust Department
DECREASED
Shares30,925 from 31,068
Change-143 (0%)
Value$4.7M (-$153.2K)
Filed 2026-10-13
Omega Financial Group, LLC
DECREASED
Shares30,445 from 31,077
Change-632 (-2%)
Value$4.6M (-$227.5K)
Filed 2026-10-29
Miller Howard Investments Inc
DECREASED
Shares30,407 from 150,229
Change-119,822 (-80%)
Value$4.6M (-$18.9M)
Filed 2026-10-26
Fulton Bank, N.A.
DECREASED
Shares30,028 from 30,258
Change-230 (-1%)
Value$4.6M (-$163.0K)
Filed 2026-10-14
St. Clair Advisors, LLC
INCREASED
Shares29,723 from 29,720
Change+3 (+0%)
Value$4.5M (-$125.3K)
Filed 2026-10-13
Simon Quick Advisors, LLC
INCREASED
Shares29,711 from 29,158
Change+553 (+2%)
Value$4.5M (-$39.2K)
Filed 2026-10-26
Balentine LLC
DECREASED
Shares29,664 from 32,674
Change-3,010 (-9%)
Value$4.5M (-$596.0K)
Filed 2026-11-03
Townsend Asset Management Corp
INCREASED
Shares29,434 from 29,397
Change+37 (+0%)
Value$4.5M (-$118.7K)
Filed 2026-10-29
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares29,256 from 29,171
Change+85 (+0%)
Value$4.4M (-$110.3K)
Filed 2026-10-29
MV Capital Management, Inc.
DECREASED
Shares28,622 from 32,643
Change-4,021 (-12%)
Value$4.4M (-$749.7K)
Filed 2026-10-29
Deutsche Bank Ag\
DECREASED
Shares28,423 from 34,478
Change-6,055 (-18%)
Value$4.3M (-$1.1M)
Filed 2026-11-06
Burke & Herbert Bank & Trust Co
DECREASED
Shares28,143 from 28,255
Change-112 (0%)
Value$4.3M (-$136.6K)
Filed 2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED
Shares27,939 from 28,586
Change-647 (-2%)
Value$4.3M (-$190.6K)
Filed 2026-10-09
Fulton Breakefield Broenniman LLC
INCREASED
Shares27,616 from 26,312
Change+1,304 (+5%)
Value$4.2M (+$87.0K)
Filed 2026-11-03
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares27,168 from 27,245
Change-77 (0%)
Value$4.1M (-$127.0K)
Filed 2026-10-09
My Personal CFO, LLC
DECREASED
Shares27,131 from 27,546
Change-415 (-2%)
Value$4.1M (-$179.7K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares26,533 from 28,539
Change-2,006 (-7%)
Value$4.0M (-$425.9K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
INCREASED
Shares26,008 from 25,192
Change+816 (+3%)
Value$4.0M (+$17.5K)
Filed 2026-10-21
PKS Advisory Services, LLC
UNCHANGED
Shares25,711 from 25,711
Change0 (0%)
Value$4.0M ($0)
Filed 2026-10-26
AlphaCore Capital LLC
DECREASED
Shares25,576 from 27,079
Change-1,503 (-6%)
Value$3.9M (-$343.0K)
Filed 2026-11-04
Stackstone Wealth, LLC
NEW
Shares25,524
Change+25,524
Value$3.9M
Filed 2026-10-19
Inman Jager Wealth Management, LLC
INCREASED
Shares25,229 from 25,163
Change+66 (+0%)
Value$3.8M (-$96.4K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares25,157 from 24,893
Change+264 (+1%)
Value$3.8M (-$65.2K)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares24,538 from 23,112
Change+1,426 (+6%)
Value$3.7K (-$3.6M)
Filed 2026-10-22
Guidance Point Advisors, LLC
DECREASED
Shares24,143 from 24,247
Change-104 (0%)
Value$3.7M (-$118.9K)
Filed 2026-10-15
CMG Global Holdings, LLC
INCREASED
Shares24,092 from 23,303
Change+789 (+3%)
Value$3.7M (+$21.4K)
Filed 2026-10-14
JFS Wealth Advisors, LLC
DECREASED
Shares23,035 from 23,241
Change-206 (-1%)
Value$3.5M (-$129.7K)
Filed 2026-11-03
Sonata Capital Group Inc
DECREASED
Shares22,976 from 23,442
Change-466 (-2%)
Value$3.5M (-$170.0K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
INCREASED
Shares22,773 from 22,660
Change+113 (+1%)
Value$3.7M (+$26.9K)
Filed 2026-10-27
Valeo Financial Advisors, LLC
DECREASED
Shares22,649 from 24,347
Change-1,698 (-7%)
Value$3.4M (-$361.2K)
Filed 2026-10-08
Wolff Wiese Magana LLC
INCREASED
Shares22,154 from 22,000
Change+154 (+1%)
Value$3.4M (-$69.6K)
Filed 2026-10-15
High Net Worth Advisory Group LLC
INCREASED
Shares21,935 from 21,925
Change+10 (+0%)
Value$3.3M (-$91.3K)
Filed 2026-10-26
PW Nova Financial Services LLC
INCREASED
Shares21,881 from 19,448
Change+2,433 (+13%)
Value$3.3M (+$287.7K)
Filed 2026-10-15
Savant Capital, LLC
INCREASED
Shares21,864 from 18,086
Change+3,778 (+21%)
Value$3.3M (+$473.3K)
Filed 2026-11-06
Chatham Capital Group, Inc.
INCREASED
Shares21,848 from 8,298
Change+13,550 (+163%)
Value$3.3M (+$2.0M)
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares21,512 from 21,473
Change+39 (+0%)
Value$3.3M (-$84.9K)
Filed 2026-10-22
Narwhal Capital Management
INCREASED
Shares21,019 from 21,008
Change+11 (+0%)
Value$3.2M (-$87.2K)
Filed 2026-11-04
Crescent Grove Advisors, LLC
INCREASED
Shares20,400 from 20,085
Change+315 (+2%)
Value$3.1M (-$37.1K)
Filed 2026-10-21
Heck Capital Advisors, LLC
NEW
Shares20,000
Change+20,000
Value$3.0M
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED
Shares19,854 from 10,247
Change+9,607 (+94%)
Value$3.0M (+$1.4M)
Filed 2026-10-16
Joel Isaacson & Co., LLC
INCREASED
Shares19,606 from 19,601
Change+5 (+0%)
Value$3.0M (-$82.1K)
Filed 2026-11-05
Merit Financial Group, LLC
DECREASED
Shares19,476 from 19,769
Change-293 (-1%)
Value$3.0M (-$128.2K)
Filed 2026-11-06
Level Four Advisory Services, LLC
INCREASED
Shares19,394 from 19,247
Change+147 (+1%)
Value$2.9M (-$59.1K)
Filed 2026-11-06
Sigma Planning Corp
DECREASED
Shares19,243 from 20,580
Change-1,337 (-6%)
Value$2.9M (-$303.3K)
Filed 2026-10-23
Howland Capital Management LLC
DECREASED
Shares19,190 from 20,089
Change-899 (-4%)
Value$2.9M (-$221.7K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
INCREASED
Shares19,089 from 17,381
Change+1,708 (+10%)
Value$2.9M (+$271.2K)
Filed 2026-10-13
Corundum Group, Inc.
NEW
Shares18,840
Change+18,840
Value$2.9M
Filed 2026-10-28
Corundum Trust Company, Inc
UNCHANGED
Shares18,840 from 18,840
Change0 (0%)
Value$2.9M (-$79.7K)
Filed 2026-10-29
Csenge Advisory Group
INCREASED
Shares18,643 from 18,493
Change+150 (+1%)
Value$2.8M (-$55.5K)
Filed 2026-11-04
Cypress Wealth Services, LLC
DECREASED
Shares18,465 from 18,526
Change-61 (0%)
Value$2.8M (-$53.5K)
Filed 2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares18,246 from 16,467
Change+1,779 (+11%)
Value$2.8M (+$200.9K)
Filed 2026-10-14
Wesbanco Bank Inc
DECREASED
Shares17,938 from 18,151
Change-213 (-1%)
Value$2.7M (-$109.2K)
Filed 2026-11-04
Smith Shellnut Wilson LLC
UNCHANGED
Shares17,677 from 17,677
Change0 (0%)
Value$2.7M (-$74.8K)
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
DECREASED
Shares17,636 from 19,130
Change-1,494 (-8%)
Value$2.4M (-$305.0K)
Filed 2026-11-04
Sowell Financial Services LLC
DECREASED
Shares17,630 from 18,027
Change-397 (-2%)
Value$2.7M (-$136.6K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares17,373 from 16,404
Change+969 (+6%)
Value$2.6M (+$77.9K)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares17,308 from 6,151
Change+11,157 (+181%)
Value$2.6M (+$1.7M)
Filed 2026-11-05
Franklin Street Advisors Inc
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$2.6M (-$71.9K)
Filed 2026-10-13
Midwest Trust Co
DECREASED
Shares16,950 from 17,101
Change-151 (-1%)
Value$2.6M (-$95.3K)
Filed 2026-10-22
HBK Sorce Advisory LLC
DECREASED
Shares16,896 from 20,620
Change-3,724 (-18%)
Value$2.7M (-$610.8K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
DECREASED
Shares16,786 from 19,056
Change-2,270 (-12%)
Value$2.6M (-$427.8K)
Filed 2026-10-16
Canandaigua National Bank & Trust Co
DECREASED
Shares16,778 from 17,232
Change-454 (-3%)
Value$2.6M (-$141.9K)
Filed 2026-10-07
Trifecta Capital Advisors, LLC
UNCHANGED
Shares16,660 from 16,660
Change0 (0%)
Value$2.5M (-$70.5K)
Filed 2026-10-21
Park National Corp
DECREASED
Shares16,485 from 16,672
Change-187 (-1%)
Value$2.5M (-$99.0K)
Filed 2026-10-05
Sapient Capital LLC
UNCHANGED
Shares16,474 from 16,474
Change0 (0%)
Value$2.5M (-$69.7K)
Filed 2026-10-08
Magnus Financial Group LLC
INCREASED
Shares16,074 from 15,951
Change+123 (+1%)
Value$2.4M (-$48.7K)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
INCREASED
Shares15,949 from 13,708
Change+2,241 (+16%)
Value$2.4M (+$282.8K)
Filed 2026-10-08
Perigon Wealth Management, LLC
INCREASED
Shares15,940 from 15,652
Change+288 (+2%)
Value$2.4M (-$22.4K)
Filed 2026-10-22
Eagle Strategies LLC
DECREASED
Shares15,750 from 15,831
Change-81 (-1%)
Value$2.4M (-$79.4K)
Filed 2026-10-16
New South Capital Management Inc
UNCHANGED
Shares15,680 from 15,680
Change0 (0%)
Value$2.4M (-$66.3K)
Filed 2026-11-05
Granite FO LLC
UNCHANGED
Shares15,587 from 15,587
Change0 (0%)
Value$2.4M (-$65.9K)
Filed 2026-10-14
WealthBridge Capital Management, LLC
INCREASED
Shares15,540 from 15,480
Change+60 (+0%)
Value$2.4M (-$56.4K)
Filed 2026-10-16
Kaydan Wealth Management, Inc.
DECREASED
Shares15,479 from 16,230
Change-751 (-5%)
Value$2.4M (-$182.8K)
Filed 2026-10-08
Independence Bank of Kentucky
DECREASED
Shares15,470 from 15,570
Change-100 (-1%)
Value$2.4M (-$81.1K)
Filed 2026-10-26
Salem Investment Counselors Inc
UNCHANGED
Shares15,253 from 15,253
Change0 (0%)
Value$2.3M (-$64.5K)
Filed 2026-10-13
City Holding Co
DECREASED
Shares15,231 from 15,792
Change-561 (-4%)
Value$2.3M (-$152.1K)
Filed 2026-10-19
David J Yvars Group
INCREASED
Shares15,100 from 14,515
Change+585 (+4%)
Value$2.3M (+$26.4K)
Filed 2026-10-09
Peoples Bank
INCREASED
Shares14,817 from 14,600
Change+217 (+1%)
Value$2.3M (-$28.8K)
Filed 2026-10-09
Carbahal Olsen Financial Services Group, LLC
INCREASED
Shares14,785 from 13,271
Change+1,514 (+11%)
Value$2.2M (+$174.1K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares14,410 from 13,700
Change+710 (+5%)
Value$2.2M (+$50.0K)
Filed 2026-10-26
First Citizens Bank & Trust Co
DECREASED
Shares14,313 from 14,643
Change-330 (-2%)
Value$2.2M (-$112.1K)
Filed 2026-10-14
Laurel Wealth Advisors LLC
UNCHANGED
Shares14,288 from 14,288
Change0 (0%)
Value$2.2M (-$60.4K)
Filed 2026-10-27
Wavvest Wealth LLC
NEW
Shares14,111
Change+14,111
Value$2.1M
Filed 2026-10-21
Crossmark Global Holdings, Inc.
UNCHANGED
Shares14,028 from 14,028
Change0 (0%)
Value$2.1M (-$59.3K)
Filed 2026-10-21
First Nebraska Trust Co
INCREASED
Shares13,999 from 13,407
Change+592 (+4%)
Value$2.1M (+$33.3K)
Filed 2026-10-30
Private Capital Advisors, Inc.
UNCHANGED
Shares13,975 from 13,975
Change0 (0%)
Value$2.1M (-$59.1K)
Filed 2026-10-06
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares13,939 from 13,500
Change+439 (+3%)
Value$2.1M (+$9.6K)
Filed 2026-10-19
Millennium Capital Advisors, LLC
INCREASED
Shares13,921 from 13,909
Change+12 (+0%)
Value$2.1M (-$57.3K)
Filed 2026-10-16
Bensler, LLC
DECREASED
Shares13,774 from 14,336
Change-562 (-4%)
Value$2.1M (-$146.1K)
Filed 2026-11-05
MSH Capital Advisors LLC
INCREASED
Shares13,576 from 13,451
Change+125 (+1%)
Value$2.1M (-$37.8K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
DECREASED
Shares13,531 from 13,766
Change-235 (-2%)
Value$2.1M (-$93.9K)
Filed 2026-10-26
Regions Financial Corp
DECREASED
Shares13,530 from 17,387
Change-3,857 (-22%)
Value$2.1M (-$660.1K)
Filed 2026-11-05
Darden Wealth Group Inc
DECREASED
Shares13,497 from 13,570
Change-73 (-1%)
Value$2.1M (-$68.4K)
Filed 2026-11-06
Pinnacle Bancorp, Inc.
UNCHANGED
Shares13,382 from 13,382
Change0 (0%)
Value$2.0M (-$56.6K)
Filed 2026-10-21
Park Avenue Securities LLC
DECREASED
Shares13,217 from 13,974
Change-757 (-5%)
Value$2.0K (-$2.2M)
Filed 2026-10-26
Legacy Private Trust Co.
UNCHANGED
Shares13,084 from 13,084
Change0 (0%)
Value$2.0M (-$55.3K)
Filed 2026-10-06
Cove Private Wealth, LLC
UNCHANGED
Shares12,927 from 12,927
Change0 (0%)
Value$2.0M (-$54.7K)
Filed 2026-10-28
ADG Wealth Management Group, LLC
INCREASED
Shares12,905 from 12,655
Change+250 (+2%)
Value$2.0M (-$15.6K)
Filed 2026-10-23
Carnegie Investment Counsel
INCREASED
Shares12,828 from 11,902
Change+926 (+8%)
Value$2.0M (+$90.5K)
Filed 2026-10-20
Hicks Capital Management LLC
UNCHANGED
Shares12,710 from 12,710
Change0 (0%)
Value$2.0M ($0)
Filed 2026-10-20
Harbor Investment Advisory, LLC
DECREASED
Shares12,682 from 12,972
Change-290 (-2%)
Value$1.9M (-$99.0K)
Filed 2026-10-13
Montis Financial, LLC
INCREASED
Shares12,458 from 12,375
Change+83 (+1%)
Value$1.9M (-$39.8K)
Filed 2026-11-04
Perryman Financial Advisory Inc
DECREASED
Shares12,419 from 12,792
Change-373 (-3%)
Value$1.9M (-$110.8K)
Filed 2026-10-16
Tempus Wealth Planning, LLC
DECREASED
Shares12,293 from 12,300
Change-7 (0%)
Value$1.9M (-$53.0K)
Filed 2026-10-14
Brighton Jones LLC
INCREASED
Shares12,292 from 12,219
Change+73 (+1%)
Value$1.9M (-$40.6K)
Filed 2026-11-03
Precedent Wealth Partners, LLC
INCREASED
Shares12,262 from 10,321
Change+1,941 (+19%)
Value$1.9M (+$251.5K)
Filed 2026-10-21
Phillip James Consulting Co.
NEW
Shares12,082
Change+12,082
Value$1.8M
Filed 2026-11-03
Mlp3, LLC
INCREASED
Shares12,073 from 10,785
Change+1,288 (+12%)
Value$1.8M (+$150.2K)
Filed 2026-10-22
Traynor Capital Management, Inc.
DECREASED
Shares12,020 from 12,422
Change-402 (-3%)
Value$1.8M (-$113.7K)
Filed 2026-10-29
Washington Trust Co
UNCHANGED
Shares11,786 from 11,786
Change0 (0%)
Value$1.8M (-$49.9K)
Filed 2026-10-22
CRA Financial Services, LLC
DECREASED
Shares11,751 from 11,913
Change-162 (-1%)
Value$1.8M (-$75.0K)
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares11,742 from 7,506
Change+4,236 (+56%)
Value$1.8M (+$612.4K)
Filed 2026-10-23
Caldwell Trust Co
DECREASED
Shares11,715 from 11,747
Change-32 (0%)
Value$1.8M (-$54.6K)
Filed 2026-10-30
Cypress Capital Group
DECREASED
Shares11,649 from 11,957
Change-308 (-3%)
Value$1.8M (-$97.4K)
Filed 2026-11-03
Florin Court Capital LLP
DECREASED
Shares11,600 from 26,700
Change-15,100 (-57%)
Value$1.8M (-$2.4M)
Filed 2026-11-02
First Horizon Corp
DECREASED
Shares11,566 from 11,639
Change-73 (-1%)
Value$1.8M (-$60.3K)
Filed 2026-10-26
Patriot Investment Management Group, Inc.
DECREASED
Shares11,433 from 11,490
Change-57 (0%)
Value$1.7M (-$57.3K)
Filed 2026-10-15
Gryphon Financial Partners LLC
DECREASED
Shares11,177 from 11,233
Change-56 (0%)
Value$1.7M (-$56.0K)
Filed 2026-11-04
Union Savings Bank
DECREASED
Shares11,172 from 11,598
Change-426 (-4%)
Value$1.7M (-$113.8K)
Filed 2026-10-14
Patten & Patten Inc
INCREASED
Shares11,123 from 10,823
Change+300 (+3%)
Value$1.7M (-$161)
Filed 2026-10-26
Syntegra Private Wealth Group, LLC
DECREASED
Shares11,047 from 11,180
Change-133 (-1%)
Value$1.7M (-$67.5K)
Filed 2026-10-13
International Assets Investment Management, LLC
DECREASED
Shares10,984 from 12,092
Change-1,108 (-9%)
Value$1.7M (-$220.8K)
Filed 2026-11-02
Verdence Capital Advisors LLC
INCREASED
Shares10,938 from 10,560
Change+378 (+4%)
Value$1.7M (+$12.9K)
Filed 2026-10-26
Asset Dedication, LLC
INCREASED
Shares10,877 from 10,874
Change+3 (+0%)
Value$1.7M (-$45.6K)
Filed 2026-11-03
Apollon Financial, LLC
INCREASED
Shares10,793 from 10,029
Change+764 (+8%)
Value$1.6M (+$73.8K)
Filed 2026-10-23
Sound Income Strategies, LLC
INCREASED
Shares10,783 from 10,345
Change+438 (+4%)
Value$1.7M (+$59.1K)
Filed 2026-10-09
TMB Capital Partners, LLC
DECREASED
Shares10,764 from 10,795
Change-31 (0%)
Value$1.6M (-$50.4K)
Filed 2026-10-20
Trust Point Inc.
DECREASED
Shares10,675 from 10,809
Change-134 (-1%)
Value$1.6M (-$66.1K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
INCREASED
Shares10,626 from 9,707
Change+919 (+9%)
Value$1.6M (+$98.7K)
Filed 2026-10-29
Meridian Wealth Management, LLC
INCREASED
Shares10,564 from 10,537
Change+27 (+0%)
Value$1.6M (-$40.5K)
Filed 2026-11-05
Cdkv Holdings LLC
INCREASED
Shares10,541 from 10,485
Change+56 (+1%)
Value$1.6M (-$35.9K)
Filed 2026-10-28
Flagstar Securities, Inc
INCREASED
Shares10,472 from 10,457
Change+15 (+0%)
Value$1.6M (-$42.0K)
Filed 2026-10-15
XML Financial, LLC
DECREASED
Shares10,386 from 10,439
Change-53 (-1%)
Value$1.6M (-$52.2K)
Filed 2026-10-29
Partners Wealth Management, LLC
INCREASED
Shares10,278 from 1,389
Change+8,889 (+640%)
Value$1.6M (+$1.3M)
Filed 2026-10-28
Asset Allocation & Management Company, LLC
UNCHANGED
Shares10,273 from 10,273
Change0 (0%)
Value$1.6K (-$44)
Filed 2026-10-13
Romano Brothers and Company
UNCHANGED
Shares10,231 from 10,231
Change0 (0%)
Value$1.6M (-$43.3K)
Filed 2026-10-22
Richwood Investment Advisors, LLC
DECREASED
Shares10,142 from 10,427
Change-285 (-3%)
Value$1.5M (-$87.4K)
Filed 2026-10-30
Founders Financial Securities LLC
INCREASED
Shares10,080 from 9,667
Change+413 (+4%)
Value$1.5M (+$21.9K)
Filed 2026-10-28
Viewpoint Capital Management LLC
INCREASED
Shares10,021 from 9,906
Change+115 (+1%)
Value$1.5M (-$24.4K)
Filed 2026-10-27
Keudell ison Wealth Management
INCREASED
Shares9,930 from 8,437
Change+1,493 (+18%)
Value$1.5M (+$191.4K)
Filed 2026-10-16
Challenger Wealth Management
UNCHANGED
Shares9,918 from 9,918
Change0 (0%)
Value$1.5M (-$42.0K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares9,846 from 9,659
Change+187 (+2%)
Value$1.5M (-$12.4K)
Filed 2026-10-13
Squire Investment Management Company, LLC
UNCHANGED
Shares9,666 from 9,666
Change0 (0%)
Value$1.5M (-$40.9K)
Filed 2026-11-03
Schear Investment Advisers, LLC
NEW
Shares9,596
Change+9,596
Value$1.5M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares9,596 from 9,519
Change+77 (+1%)
Value$1.5M (-$28.4K)
Filed 2026-10-14
waypoint wealth counsel
INCREASED
Shares9,596 from 9,573
Change+23 (+0%)
Value$1.5M (-$36.9K)
Filed 2026-10-22
Plancorp, LLC
INCREASED
Shares9,533 from 9,233
Change+300 (+3%)
Value$1.5M (+$67.6K)
Filed 2026-11-03
Flagship Wealth Advisors, LLC
INCREASED
Shares9,474 from 9,326
Change+148 (+2%)
Value$1.4M (-$16.9K)
Filed 2026-11-03
Whalen Wealth Management Inc.
NEW
Shares9,398
Change+9,398
Value$1.4M
Filed 2026-10-08
Occidental Asset Management, LLC
UNCHANGED
Shares9,395 from 9,395
Change0 (0%)
Value$1.4M (-$39.7K)
Filed 2026-11-05
Retirement Planning Co of New England, Inc.
DECREASED
Shares9,376 from 9,538
Change-162 (-2%)
Value$1.4M (-$65.0K)
Filed 2026-10-15
Venture Visionary Partners LLC
DECREASED
Shares9,351 from 9,603
Change-252 (-3%)
Value$1.4M (-$78.8K)
Filed 2026-10-07
Grimes & Co Wealth Management, LLC
INCREASED
Shares9,338 from 9,306
Change+32 (+0%)
Value$1.4M (-$34.4K)
Filed 2026-10-29
Focus Financial Network, Inc.
DECREASED
Shares9,337 from 9,460
Change-123 (-1%)
Value$1.4M (-$58.7K)
Filed 2026-10-14
Invenio Wealth Partners LLC
UNCHANGED
Shares9,325 from 9,325
Change0 (0%)
Value$1.4M (-$39.4K)
Filed 2026-10-20
Choreo, LLC
INCREASED
Shares9,282 from 8,903
Change+379 (+4%)
Value$1.4M (+$20.0K)
Filed 2026-10-28
Atlas Private Wealth Advisors
INCREASED
Shares9,256 from 6,649
Change+2,607 (+39%)
Value$1.4M (+$368.3K)
Filed 2026-10-23
WBH Advisory Inc
INCREASED
Shares9,243 from 9,239
Change+4 (+0%)
Value$1.4M (-$38.4K)
Filed 2026-11-05
Embree Financial Group
DECREASED
Shares9,232 from 9,262
Change-30 (0%)
Value$1.4M (-$43.8K)
Filed 2026-10-22
Asset Advisory Group, Inc.
INCREASED
Shares9,225 from 9,194
Change+31 (+0%)
Value$1.4M (-$34.2K)
Filed 2026-10-20
Titleist Asset Management, LLC
INCREASED
Shares9,207 from 8,916
Change+291 (+3%)
Value$1.4M (+$6.6K)
Filed 2026-10-08
RFG Advisory, LLC
INCREASED
Shares9,100 from 2,989
Change+6,111 (+204%)
Value$1.4M (+$916.6K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
INCREASED
Shares9,069 from 7,769
Change+1,300 (+17%)
Value$1.4M (+$164.7K)
Filed 2026-11-04
GreatBanc Trust Co
UNCHANGED
Shares9,035 from 9,035
Change0 (0%)
Value$1.4M (-$38.2K)
Filed 2026-11-04
SVB Wealth LLC
DECREASED
Shares9,020 from 11,614
Change-2,594 (-22%)
Value$1.4M (-$443.6K)
Filed 2026-11-06
Planned Solutions, Inc.
DECREASED
Shares8,970 from 9,863
Change-893 (-9%)
Value$1.4M (-$177.6K)
Filed 2026-10-19
Freedom Financial Partners LLC
DECREASED
Shares8,858 from 9,094
Change-236 (-3%)
Value$1.3M (-$74.4K)
Filed 2026-10-19
Welch & Forbes LLC
DECREASED
Shares8,847 from 8,855
Change-8 (0%)
Value$1.3M (-$38.7K)
Filed 2026-11-04
S&A Financial Services, Inc.
INCREASED
Shares8,826 from 7,647
Change+1,179 (+15%)
Value$1.3M (+$146.9K)
Filed 2026-11-03
Winthrop Advisory Group LLC
INCREASED
Shares8,767 from 8,758
Change+9 (+0%)
Value$1.3M (-$35.7K)
Filed 2026-10-22
Infinity Wealth Counsel, LLC
DECREASED
Shares8,645 from 8,680
Change-35 (0%)
Value$1.3M (-$42.0K)
Filed 2026-10-15
Nations Financial Group Inc,
INCREASED
Shares8,636 from 8,403
Change+233 (+3%)
Value$1.3M (-$114)
Filed 2026-11-05
Relyea Zuckerberg Hanson LLC
DECREASED
Shares8,632 from 8,936
Change-304 (-3%)
Value$1.3M (-$84.0K)
Filed 2026-10-20
Vaughan & Co Securities, Inc.
DECREASED
Shares8,631 from 8,692
Change-61 (-1%)
Value$1.3M (-$46.0K)
Filed 2026-10-23
Providence First Trust Co
DECREASED
Shares8,572 from 8,666
Change-94 (-1%)
Value$1.3M (-$50.9K)
Filed 2026-11-02
Platform Technology Partners
DECREASED
Shares8,571 from 9,071
Change-500 (-6%)
Value$1.3M (-$114.4K)
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares8,468 from 7,000
Change+1,468 (+21%)
Value$1.3M (+$179.2K)
Filed 2026-10-08
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares8,440 from 8,440
Change0 (0%)
Value$1.3M (-$35.7K)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares8,438 from 7,987
Change+451 (+6%)
Value$1.3M (+$34.8K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares8,405 from 8,570
Change-165 (-2%)
Value$1.3M (-$61.3K)
Filed 2026-10-05
Integrity Alliance, Llc.
INCREASED
Shares8,388 from 7,777
Change+611 (+8%)
Value$1.3M (+$60.0K)
Filed 2026-10-29
Capital Advisors, Ltd. LLC
DECREASED
Shares8,376 from 8,759
Change-383 (-4%)
Value$1.3K (-$95)
Filed 2026-10-27
Mesirow Financial Investment Management, Inc.
DECREASED
Shares8,373 from 9,002
Change-629 (-7%)
Value$1.3M (-$133.8K)
Filed 2026-11-05
BIP Wealth, LLC
DECREASED
Shares8,365 from 8,735
Change-370 (-4%)
Value$1.3M (-$93.2K)
Filed 2026-10-22
James Investment Research, Inc.
INCREASED
Shares8,346 from 8,143
Change+203 (+2%)
Value$1.3M (-$3.6K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
DECREASED
Shares8,321 from 10,509
Change-2,188 (-21%)
Value$1.3M (-$377.2K)
Filed 2026-11-06
TCI Wealth Advisors, Inc.
INCREASED
Shares8,251 from 8,164
Change+87 (+1%)
Value$1.3M (-$21.4K)
Filed 2026-10-30
Woodmont Investment Counsel LLC
DECREASED
Shares8,233 from 9,809
Change-1,576 (-16%)
Value$1.3M (-$281.2K)
Filed 2026-10-29
Beacon Financial Advisory LLC
INCREASED
Shares8,227 from 8,203
Change+24 (+0%)
Value$1.3M (-$31.1K)
Filed 2026-10-16
Independent Wealth Network Inc.
DECREASED
Shares8,225 from 8,271
Change-46 (-1%)
Value$1.3M (-$41.9K)
Filed 2026-10-19
GoalVest Advisory LLC
INCREASED
Shares8,222 from 6,573
Change+1,649 (+25%)
Value$1.3M (+$223.0K)
Filed 2026-10-02
Davidson Trust Co
DECREASED
Shares8,164 from 8,281
Change-117 (-1%)
Value$1.2M (-$52.8K)
Filed 2026-10-09
BAR Harbor Wealth Management
DECREASED
Shares8,151 from 8,181
Change-30 (0%)
Value$1.2M (-$39.2K)
Filed 2026-10-21
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares8,039 from 8,039
Change0 (0%)
Value$1.2M (-$34.0K)
Filed 2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED
Shares8,022 from 7,715
Change+307 (+4%)
Value$1.2M (+$27.1K)
Filed 2026-10-13
Old Mission Investment Co LLC
UNCHANGED
Shares8,022 from 8,022
Change0 (0%)
Value$1.2M (-$33.9K)
Filed 2026-10-22
Kanawha Capital Management LLC
DECREASED
Shares8,009 from 8,087
Change-78 (-1%)
Value$1.2M (-$46.0K)
Filed 2026-10-19
Able Wealth Management LLC
UNCHANGED
Shares7,968 from 7,968
Change0 (0%)
Value$1.2M (-$25.5K)
Filed 2026-10-13
Alterna Wealth Management, Inc
UNCHANGED
Shares7,957 from 7,957
Change0 (0%)
Value$1.2M (-$33.7K)
Filed 2026-10-27
Dodds Wealth, LLC
DECREASED
Shares7,948 from 8,001
Change-53 (-1%)
Value$1.2M (-$42.0K)
Filed 2026-11-02
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares7,913 from 14,946
Change-7,033 (-47%)
Value$1.2M (-$1.1M)
Filed 2026-10-16
First National Trust Co
DECREASED
Shares7,865 from 8,301
Change-436 (-5%)
Value$1.2M (-$101.4K)
Filed 2026-10-28
Legacy Trust
UNCHANGED
Shares7,835 from 7,835
Change0 (0%)
Value$1.3M (+$48.8K)
Filed 2026-11-06
bLong Financial, LLC
NEW
Shares7,783
Change+7,783
Value$1.2M
Filed 2026-10-29
Compound Planning, Inc.
INCREASED
Shares7,776 from 7,716
Change+60 (+1%)
Value$1.2M (-$23.5K)
Filed 2026-11-05
Chapin Davis, Inc.
DECREASED
Shares7,772 from 7,962
Change-190 (-2%)
Value$1.2M (-$62.6K)
Filed 2026-10-09
Eastern Bank
DECREASED
Shares7,753 from 7,824
Change-71 (-1%)
Value$1.2M (-$43.9K)
Filed 2026-10-05
Archer Investment Corp
DECREASED
Shares7,751 from 7,758
Change-7 (0%)
Value$1.2M (-$33.8K)
Filed 2026-11-05
Fortis Group Advisors, LLC
INCREASED
Shares7,748 from 5,924
Change+1,824 (+31%)
Value$1.3M (+$333.4K)
Filed 2026-11-06
Capital Asset Advisory Services LLC
DECREASED
Shares7,735 from 7,788
Change-53 (-1%)
Value$1.3M (+$41.5K)
Filed 2026-10-30
Advisortrust Partners, LLC
DECREASED
Shares7,691 from 12,892
Change-5,201 (-40%)
Value$1.2M (-$845.5K)
Filed 2026-11-02
Fort Washington Investment Advisors Inc
DECREASED
Shares7,683 from 7,808
Change-125 (-2%)
Value$1.2M (-$52.0K)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED
Shares7,655 from 5,459
Change+2,196 (+40%)
Value$1.2M (+$302.1K)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares7,542 from 8,168
Change-626 (-8%)
Value$1.1M (-$129.7K)
Filed 2026-10-28
Greenleaf Trust
INCREASED
Shares7,504 from 7,449
Change+55 (+1%)
Value$1.1M (-$23.1K)
Filed 2026-10-29
Islay Capital Management, LLC
DECREASED
Shares7,483 from 7,498
Change-15 (0%)
Value$1.1M (-$34.1K)
Filed 2026-10-20
Gould Asset Management LLC
DECREASED
Shares7,463 from 7,788
Change-325 (-4%)
Value$1.1M (-$82.4K)
Filed 2026-11-06
Crestwood Advisors Group, LLC
INCREASED
Shares7,449 from 7,299
Change+150 (+2%)
Value$1.1M (-$8.1K)
Filed 2026-10-27
Argyle Capital Partners, LLC
DECREASED
Shares7,439 from 7,534
Change-95 (-1%)
Value$1.1M (-$46.4K)
Filed 2026-10-23
Next Level Private LLC
DECREASED
Shares7,383 from 7,572
Change-189 (-2%)
Value$1.1M (-$60.8K)
Filed 2026-10-20
Wolff Financial Management LLC
DECREASED
Shares7,371 from 8,887
Change-1,516 (-17%)
Value$1.1M (-$268.1K)
Filed 2026-10-23
Accredited Investors Inc.
DECREASED
Shares7,353 from 7,719
Change-366 (-5%)
Value$1.1M (-$88.3K)
Filed 2026-11-03
Central Trust Co
UNCHANGED
Shares7,336 from 7,336
Change0 (0%)
Value$1.1M (-$31.0K)
Filed 2026-11-05
Aprio Wealth Management, LLC
INCREASED
Shares7,292 from 7,220
Change+72 (+1%)
Value$1.1M (-$19.5K)
Filed 2026-10-28
Virtue Capital Management, LLC
DECREASED
Shares7,272 from 10,720
Change-3,448 (-32%)
Value$1.1M (-$569.7K)
Filed 2026-10-29
Thayer Partners, LLC / MA
DECREASED
Shares7,243 from 7,803
Change-560 (-7%)
Value$1.1M (-$118.2K)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
INCREASED
Shares7,243 from 6,843
Change+400 (+6%)
Value$1.1M (+$31.9K)
Filed 2026-10-23
Code Waechter LLC
UNCHANGED
Shares7,120 from 7,120
Change0 (0%)
Value$1.1M (-$30.1K)
Filed 2026-10-23
Sentinel Advisory Group, LLC
DECREASED
Shares7,099 from 7,521
Change-422 (-6%)
Value$1.1M (-$96.0K)
Filed 2026-10-20
Guerra PAN Advisors, LLC
DECREASED
Shares7,033 from 7,058
Change-25 (0%)
Value$1.1M (+$3.2K)
Filed 2026-10-26
Resonant Capital Advisors, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$1.1M (-$29.6K)
Filed 2026-10-15
ARS Investment Partners, LLC
DECREASED
Shares6,981 from 8,511
Change-1,530 (-18%)
Value$1.1M (-$268.7K)
Filed 2026-11-05
Pathway Financial Advisers, LLC
DECREASED
Shares6,931 from 6,951
Change-20 (0%)
Value$1.1M (-$32.5K)
Filed 2026-10-27
MKT Advisors LLC
UNCHANGED
Shares6,898 from 6,898
Change0 (0%)
Value$1.1M (-$30.2K)
Filed 2026-10-20
KDK Private Wealth Management, LLC
INCREASED
Shares6,891 from 5,454
Change+1,437 (+26%)
Value$1.0M (+$195.6K)
Filed 2026-11-03
Sheets Smith Wealth Management
INCREASED
Shares6,852 from 6,816
Change+36 (+1%)
Value$1.0M (-$23.4K)
Filed 2026-10-16
Helium Advisors LLC
DECREASED
Shares6,818 from 6,892
Change-74 (-1%)
Value$1.0M (-$40.4K)
Filed 2026-10-23
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares6,721 from 10,400
Change-3,679 (-35%)
Value$1.0M (-$603.5K)
Filed 2026-11-03
Weinberger Asset Management, Inc
DECREASED
Shares6,694 from 8,096
Change-1,402 (-17%)
Value$1.0M (-$287.2K)
Filed 2026-10-28
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares6,626 from 6,626
Change0 (0%)
Value$1.0M (-$28.0K)
Filed 2026-10-30
Stronghold Wealth Management L.L.C.
INCREASED
Shares6,612 from 6,522
Change+90 (+1%)
Value$1.0M (-$13.9K)
Filed 2026-10-16
Welch Group, LLC
INCREASED
Shares6,558 from 5,332
Change+1,226 (+23%)
Value$997.3K (+$163.9K)
Filed 2026-10-29
Sageworth Trust Co
INCREASED
Shares6,531 from 6,485
Change+46 (+1%)
Value$993.2K (-$20.4K)
Filed 2026-10-30
Churchill Financial Advisors, LLC
DECREASED
Shares6,528 from 6,618
Change-90 (-1%)
Value$992.8K (-$41.7K)
Filed 2026-10-20
Florida Trust Wealth Management Co
UNCHANGED
Shares6,519 from 6,519
Change0 (0%)
Value$991.3K (-$27.6K)
Filed 2026-11-05
Retirement Planning Group, LLC
INCREASED
Shares6,463 from 5,793
Change+670 (+12%)
Value$982.8K (+$77.4K)
Filed 2026-10-19
Indiana Trust & Investment Management Co
UNCHANGED
Shares6,449 from 6,449
Change0 (0%)
Value$980.7K (-$27.3K)
Filed 2026-10-22
Trust Co of Vermont
INCREASED
Shares6,435 from 6,416
Change+19 (+0%)
Value$978.6K (-$24.3K)
Filed 2026-10-21
Associated Banc-Corp
DECREASED
Shares6,420 from 7,130
Change-710 (-10%)
Value$976.3K (-$138.1K)
Filed 2026-10-30
Versant Capital Management, Inc
DECREASED
Shares6,398 from 6,448
Change-50 (-1%)
Value$973.0K (-$34.9K)
Filed 2026-10-02
Moors & Cabot, Inc.
INCREASED
Shares6,341 from 6,233
Change+108 (+2%)
Value$964.3K (-$9.9K)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares6,278 from 5,837
Change+441 (+8%)
Value$954.7K (+$42.4K)
Filed 2026-10-22
Aspiriant, LLC
INCREASED
Shares6,263 from 6,259
Change+4 (+0%)
Value$952.5K (-$25.8K)
Filed 2026-10-16
Roman Butler Fullerton & Co
INCREASED
Shares6,222 from 6,217
Change+5 (+0%)
Value$978.8K (-$18.9K)
Filed 2026-10-27
Greenwood Capital Associates LLC
DECREASED
Shares6,215 from 6,483
Change-268 (-4%)
Value$945.1K (-$68.2K)
Filed 2026-10-27
W Advisors, LLC
UNCHANGED
Shares6,207 from 6,207
Change0 (0%)
Value$943.9K (-$26.3K)
Filed 2026-11-02
Citizens National Bank Trust Department
UNCHANGED
Shares6,205 from 6,205
Change0 (0%)
Value$943.6K (-$26.2K)
Filed 2026-11-04
Evanson Financial, LLC
INCREASED
Shares6,202 from 6,192
Change+10 (+0%)
Value$943.2K (-$24.6K)
Filed 2026-10-23
Warner Financial, Inc
INCREASED
Shares6,196 from 6,184
Change+12 (+0%)
Value$942.3K (-$24.3K)
Filed 2026-11-06
Appleton Partners Inc
UNCHANGED
Shares6,184 from 6,184
Change0 (0%)
Value$940 (-$966.1K)
Filed 2026-10-30
Reality Financial Planning Services, LLC
DECREASED
Shares6,179 from 6,294
Change-115 (-2%)
Value$939.7K (-$44.1K)
Filed 2026-11-03
Dale Q Rice Investment Management Ltd
DECREASED
Shares6,144 from 6,193
Change-49 (-1%)
Value$934.3K (-$33.7K)
Filed 2026-10-09
Wealth Dimensions Group, Ltd.
INCREASED
Shares6,136 from 6,123
Change+13 (+0%)
Value$933.2K (-$23.8K)
Filed 2026-11-02
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares6,095 from 6,095
Change0 (0%)
Value$926.9K (-$25.8K)
Filed 2026-10-22
Gerald Baker Financial Group LLC
INCREASED
Shares6,088 from 5,847
Change+241 (+4%)
Value$925.8K (+$11.9K)
Filed 2026-10-09
Avior Wealth Management, LLC
DECREASED
Shares6,070 from 6,082
Change-12 (0%)
Value$923.0K (-$27.5K)
Filed 2026-10-13
DT Investment Partners, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$912.4K (-$25.4K)
Filed 2026-10-27
Harpswell Capital Advisors, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$912.4K (-$25.4K)
Filed 2026-10-09
VestGen Advisors, LLC
DECREASED
Shares5,979 from 6,493
Change-514 (-8%)
Value$909.2K (-$105.7K)
Filed 2026-10-27
Krilogy Financial LLC
INCREASED
Shares5,913 from 5,863
Change+50 (+1%)
Value$918.5K (+$2.1K)
Filed 2026-10-13
First Citizens Financial Corp
UNCHANGED
Shares5,901 from 5,901
Change0 (0%)
Value$897.4K (-$25.0K)
Filed 2026-10-02
ASL Financial, LLC
INCREASED
Shares5,861 from 5,676
Change+185 (+3%)
Value$891.3K (+$4.1K)
Filed 2026-10-15
TFC Financial Management, Inc.
INCREASED
Shares5,851 from 5,824
Change+27 (+0%)
Value$889.7K (-$20.6K)
Filed 2026-10-26
Journey Advisory Group, LLC
UNCHANGED
Shares5,823 from 5,823
Change0 (0%)
Value$885.5K (-$24.6K)
Filed 2026-11-04
Calamos Wealth Management LLC
INCREASED
Shares5,806 from 5,698
Change+108 (+2%)
Value$882.9K (-$7.7K)
Filed 2026-11-02
Trace Wealth Advisors, LLC
UNCHANGED
Shares5,804 from 5,804
Change0 (0%)
Value$882.6K (-$24.6K)
Filed 2026-10-30
Cornerstone Wealth Group, LLC
DECREASED
Shares5,730 from 5,920
Change-190 (-3%)
Value$871.4K (-$53.9K)
Filed 2026-11-02
Modera Wealth Management, LLC
UNCHANGED
Shares5,686 from 5,686
Change0 (0%)
Value$864.7K (-$24.1K)
Filed 2026-10-28
Capital Advantage, Inc.
DECREASED
Shares5,682 from 5,879
Change-197 (-3%)
Value$864.0K (-$54.9K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
INCREASED
Shares5,651 from 4,306
Change+1,345 (+31%)
Value$859.3K (+$186.2K)
Filed 2026-10-13
Clear Harbor Asset Management, LLC
INCREASED
Shares5,620 from 5,270
Change+350 (+7%)
Value$854.6K (+$30.9K)
Filed 2026-11-05
Urban Wealth Management, LLC
DECREASED
Shares5,583 from 5,673
Change-90 (-2%)
Value$849.0K (-$37.7K)
Filed 2026-10-21
Costello Asset Management, Inc
INCREASED
Shares5,571 from 3,984
Change+1,587 (+40%)
Value$847.2K (+$224.6K)
Filed 2026-10-30
FSA Wealth Partners, Inc.
NEW
Shares5,567
Change+5,567
Value$846.6K
Filed 2026-10-26
Dupree Financial Group, LLC
DECREASED
Shares5,564 from 5,573
Change-9 (0%)
Value$846.2K (-$24.9K)
Filed 2026-10-09
MCF Advisors LLC
INCREASED
Shares5,544 from 2,336
Change+3,208 (+137%)
Value$843.1K (+$478.0K)
Filed 2026-10-28
Powers Advisory Group, LLC
DECREASED
Shares5,542 from 5,548
Change-6 (0%)
Value$842.7K (-$24.4K)
Filed 2026-10-14
Naples Global Advisors, LLC
DECREASED
Shares5,485 from 5,535
Change-50 (-1%)
Value$834.1K (-$31.0K)
Filed 2026-11-05
Montecito Bank & Trust
INCREASED
Shares5,459 from 5,052
Change+407 (+8%)
Value$830.2K (+$40.5K)
Filed 2026-10-01
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares5,448 from 5,448
Change0 (0%)
Value$828.5K (-$23.0K)
Filed 2026-10-27
Fagan Associates, Inc.
DECREASED
Shares5,446 from 5,579
Change-133 (-2%)
Value$828.2K (-$43.8K)
Filed 2026-10-13
Strategic Blueprint, LLC
INCREASED
Shares5,281 from 3,952
Change+1,329 (+34%)
Value$803.1K (+$185.4K)
Filed 2026-10-22
TCP Asset Management, LLC
INCREASED
Shares5,205 from 5,199
Change+6 (+0%)
Value$796.6K (-$16.1K)
Filed 2026-10-14
Fusion Family Wealth, LLC
INCREASED
Shares5,204 from 5,037
Change+167 (+3%)
Value$791.4K (+$4.2K)
Filed 2026-11-02
Indivisible Partners
INCREASED
Shares5,169 from 1,761
Change+3,408 (+194%)
Value$786.1K (+$510.8K)
Filed 2026-10-26
Flywheel Private Wealth LLC
UNCHANGED
Shares5,144 from 5,144
Change0 (0%)
Value$782.2K (-$21.8K)
Filed 2026-11-02
New England Private Wealth Advisors LLC
INCREASED
Shares5,129 from 5,102
Change+27 (+1%)
Value$779.9K (-$51.7K)
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares5,096 from 5,146
Change-50 (-1%)
Value$774.9K (-$29.4K)
Filed 2026-10-08
Leo Wealth, LLC
NEW
Shares5,057
Change+5,057
Value$769.0K
Filed 2026-10-26
Daymark Wealth Partners, LLC
INCREASED
Shares5,018 from 4,997
Change+21 (+0%)
Value$763.0K (-$17.9K)
Filed 2026-11-04
55 North Private Wealth, LLC
INCREASED
Shares5,017 from 5,000
Change+17 (+0%)
Value$762.9K (-$18.6K)
Filed 2026-10-20
North Forty Two & Co.
UNCHANGED
Shares5,002 from 5,002
Change0 (0%)
Value$760.7K (-$21.2K)
Filed 2026-10-19
Sculati Wealth Management, LLC
UNCHANGED
Shares4,999 from 4,999
Change0 (0%)
Value$776.5K (-$32.5K)
Filed 2026-10-19
Lodestar Private Asset Management LLC
INCREASED
Shares4,967 from 4,965
Change+2 (+0%)
Value$755.4K (-$20.7K)
Filed 2026-10-26
Tompkins Financial Corp
UNCHANGED
Shares4,955 from 4,955
Change0 (0%)
Value$753.5K (-$21.0K)
Filed 2026-10-05
WealthPLAN Partners, LLC
DECREASED
Shares4,912 from 5,098
Change-186 (-4%)
Value$747.0K (-$49.9K)
Filed 2026-10-15
CapWealth Advisors, LLC
DECREASED
Shares4,869 from 4,894
Change-25 (-1%)
Value$740.4K (-$24.5K)
Filed 2026-10-05
Invested Advisors
INCREASED
Shares4,863 from 4,838
Change+25 (+1%)
Value$739.5K (-$16.7K)
Filed 2026-10-23
Waldron Private Wealth LLC
UNCHANGED
Shares4,845 from 4,845
Change0 (0%)
Value$736.8K (-$20.5K)
Filed 2026-11-02
Realta Investment Advisors
DECREASED
Shares4,832 from 5,297
Change-465 (-9%)
Value$734.8K (-$93.1K)
Filed 2026-10-14
Cahaba Wealth Management, Inc.
INCREASED
Shares4,821 from 4,349
Change+472 (+11%)
Value$733.2K (+$53.3K)
Filed 2026-10-26
Bedel Financial Consulting, Inc.
DECREASED
Shares4,803 from 4,851
Change-48 (-1%)
Value$730.4K (-$27.8K)
Filed 2026-11-06
Ignite Planners, LLC
DECREASED
Shares4,796 from 4,924
Change-128 (-3%)
Value$729.3K (-$40.3K)
Filed 2026-10-14
Quadcap Wealth Management, LLC
DECREASED
Shares4,782 from 5,537
Change-755 (-14%)
Value$727.2K (-$138.2K)
Filed 2026-11-02
Ellsworth Advisors, LLC
UNCHANGED
Shares4,781 from 4,781
Change0 (0%)
Value$727.1K (-$36.1K)
Filed 2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED
Shares4,769 from 5,331
Change-562 (-11%)
Value$725.2K (-$108.0K)
Filed 2026-10-13
Edge Wealth Management LLC
UNCHANGED
Shares4,701 from 4,701
Change0 (0%)
Value$717.4K (-$17.3K)
Filed 2026-10-13
Weatherly Asset Management L. P.
UNCHANGED
Shares4,695 from 4,695
Change0 (0%)
Value$714.0K (-$19.9K)
Filed 2026-10-20
Carl P. Sherr & Co., LLC
UNCHANGED
Shares4,691 from 4,691
Change0 (0%)
Value$713.4K (-$19.8K)
Filed 2026-11-06
Global Trust Asset Management, LLC
DECREASED
Shares4,649 from 4,700
Change-51 (-1%)
Value$706.9K (-$27.7K)
Filed 2026-10-19
Investment Partners, Ltd.
INCREASED
Shares4,598 from 3,510
Change+1,088 (+31%)
Value$699.2K (+$150.6K)
Filed 2026-10-29
Catalyst Financial Partners LLC
INCREASED
Shares4,567 from 4,389
Change+178 (+4%)
Value$694.5K (+$8.5K)
Filed 2026-11-06
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares4,545 from 4,545
Change0 (0%)
Value$691.2K (-$19.2K)
Filed 2026-10-28
Evermay Wealth Management LLC
INCREASED
Shares4,501 from 4,493
Change+8 (+0%)
Value$684.5K (-$17.8K)
Filed 2026-11-05
Compass Ion Advisors, LLC
UNCHANGED
Shares4,456 from 4,456
Change0 (0%)
Value$677.6K (-$18.8K)
Filed 2026-10-23
Greenfield Savings Bank
DECREASED
Shares4,445 from 4,745
Change-300 (-6%)
Value$676.0K (-$65.7K)
Filed 2026-10-07
Signaturefd, LLC
DECREASED
Shares4,414 from 4,423
Change-9 (0%)
Value$671.2K (-$20.1K)
Filed 2026-10-23
Summit Financial Strategies, Inc.
DECREASED
Shares4,392 from 4,430
Change-38 (-1%)
Value$668.0K (-$24.5K)
Filed 2026-10-14
Bouvel Investment Partners, LLC
INCREASED
Shares4,374 from 3,966
Change+408 (+10%)
Value$665.2K (+$45.3K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
DECREASED
Shares4,374 from 4,651
Change-277 (-6%)
Value$665.2K (-$61.8K)
Filed 2026-10-21
Heartwood Wealth Advisors LLC
DECREASED
Shares4,370 from 4,377
Change-7 (0%)
Value$664.5K (-$19.6K)
Filed 2026-10-05
Sterling Wealth Management, Inc.
INCREASED
Shares4,359 from 4,344
Change+15 (+0%)
Value$662.9K (-$16.1K)
Filed 2026-10-23
Keystone Wealth Services, LLC
DECREASED
Shares4,348 from 4,421
Change-73 (-2%)
Value$665.9K (-$25.0K)
Filed 2026-11-03
Fonville Wealth Management LLC
DECREASED
Shares4,338 from 4,436
Change-98 (-2%)
Value$659.6K (-$33.8K)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares4,324 from 2,327
Change+1,997 (+86%)
Value$677.1K (+$313.3K)
Filed 2026-10-15
Mascoma Wealth Management LLC
INCREASED
Shares4,291 from 4,184
Change+107 (+3%)
Value$652.5K (-$1.5K)
Filed 2026-10-23
Shrier Wealth Management, LLC
DECREASED
Shares4,268 from 4,323
Change-55 (-1%)
Value$649.0K (-$26.7K)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
DECREASED
Shares4,210 from 4,231
Change-21 (0%)
Value$640.2K (-$21.1K)
Filed 2026-11-02
Regatta Capital Group, LLC
DECREASED
Shares4,191 from 4,198
Change-7 (0%)
Value$637.3K (-$18.8K)
Filed 2026-10-23
Barrett & Company, Inc.
INCREASED
Shares4,187 from 4,181
Change+6 (+0%)
Value$636.7K (-$16.8K)
Filed 2026-10-22
Angeles Wealth Management, LLC
INCREASED
Shares4,183 from 3,723
Change+460 (+12%)
Value$636.1K (+$54.2K)
Filed 2026-10-26
SkyOak Wealth, LLC
DECREASED
Shares4,174 from 4,234
Change-60 (-1%)
Value$634.7K (-$27.0K)
Filed 2026-10-28
Diversified Portfolios, Inc.
INCREASED
Shares4,166 from 2,977
Change+1,189 (+40%)
Value$633.5K (+$168.2K)
Filed 2026-11-04
Triangle Securities Wealth Management
UNCHANGED
Shares4,080 from 4,080
Change0 (0%)
Value$620.4K (-$17.3K)
Filed 2026-10-14
Hyposwiss Advisors SA
UNCHANGED
Shares4,075 from 4,075
Change0 (0%)
Value$619.7K (-$17.2K)
Filed 2026-10-26
Vise Technologies, Inc.
DECREASED
Shares4,066 from 4,903
Change-837 (-17%)
Value$618.2K (-$148.1K)
Filed 2026-10-29
Arthur M. Cohen & Associates, LLC
INCREASED
Shares4,066 from 4,045
Change+21 (+1%)
Value$618.3K (-$13.8K)
Filed 2026-10-26
United Community Bank
UNCHANGED
Shares4,060 from 4,060
Change0 (0%)
Value$617.4K (-$17.2K)
Filed 2026-10-28
Charis Legacy Partners, LLC
INCREASED
Shares4,053 from 3,216
Change+837 (+26%)
Value$616.4K (+$113.7K)
Filed 2026-10-22
Nilsine Partners, LLC
UNCHANGED
Shares4,039 from 4,039
Change0 (0%)
Value$614.2K (-$17.1K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares4,035 from 4,039
Change-4 (0%)
Value$613.6K (-$17.7K)
Filed 2026-10-30
Neumann Capital Management, LLC
INCREASED
Shares4,001 from 3,819
Change+182 (+5%)
Value$608.4K (+$11.5K)
Filed 2026-10-15
Procyon Advisors, LLC
DECREASED
Shares4,001 from 4,006
Change-5 (0%)
Value$608.5K (-$17.7K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
DECREASED
Shares3,987 from 18,448
Change-14,461 (-78%)
Value$606.3K (-$2.3M)
Filed 2026-10-21
Arrien Investments, Inc.
NEW
Shares3,975
Change+3,975
Value$604.5K
Filed 2026-10-30
Integris Wealth Management, LLC
DECREASED
Shares3,972 from 3,987
Change-15 (0%)
Value$604.0K (-$19.1K)
Filed 2026-10-14
Navigation Group, LLC
UNCHANGED
Shares3,965 from 3,965
Change0 (0%)
Value$602.9K (-$16.8K)
Filed 2026-10-28
Ledyard National Bank
DECREASED
Shares3,960 from 4,009
Change-49 (-1%)
Value$602.2K (-$24.4K)
Filed 2026-10-21
Money Concepts Capital Corp
INCREASED
Shares3,926 from 3,263
Change+663 (+20%)
Value$597.0K (+$87.0K)
Filed 2026-11-06
Samalin Investment Counsel, LLC
INCREASED
Shares3,865 from 3,840
Change+25 (+1%)
Value$587.8K (-$12.4K)
Filed 2026-10-23
Certuity, LLC
INCREASED
Shares3,847 from 2,679
Change+1,168 (+44%)
Value$585.0K (+$166.3K)
Filed 2026-11-02
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares3,838 from 2,368
Change+1,470 (+62%)
Value$584 (-$369.4K)
Filed 2026-11-02
Selective Wealth Management, Inc.
INCREASED
Shares3,825 from 3,803
Change+22 (+1%)
Value$604.2K (-$11.3K)
Filed 2026-10-16
Puff Wealth Management, LLC
INCREASED
Shares3,813 from 3,200
Change+613 (+19%)
Value$579.8K (+$79.6K)
Filed 2026-10-07
LexAurum Advisors, LLC
DECREASED
Shares3,786 from 3,962
Change-176 (-4%)
Value$575.7K (-$43.5K)
Filed 2026-10-19
Breakwater Capital Group
INCREASED
Shares3,784 from 3,777
Change+7 (+0%)
Value$575.4K (-$14.9K)
Filed 2026-10-09
PPS&V Asset Management Consultants, Inc.
UNCHANGED
Shares3,774 from 3,774
Change0 (0%)
Value$573.9K (-$16.0K)
Filed 2026-10-06
Ascent Group, LLC
DECREASED
Shares3,766 from 3,946
Change-180 (-5%)
Value$572.7K (-$44.1K)
Filed 2026-10-30
Nvwm, LLC
INCREASED
Shares3,725 from 3,613
Change+112 (+3%)
Value$566.6K (+$1.9K)
Filed 2026-10-14
West Paces Advisors Inc.
UNCHANGED
Shares3,714 from 3,714
Change0 (0%)
Value$564.8K (-$15.7K)
Filed 2026-10-13
Hoese & Co LLP
UNCHANGED
Shares3,695 from 3,695
Change0 (0%)
Value$561.9K (-$15.6K)
Filed 2026-10-21
NBH Bank
DECREASED
Shares3,635 from 3,675
Change-40 (-1%)
Value$552.8K (-$21.6K)
Filed 2026-11-05
Bull Street Advisors, LLC
UNCHANGED
Shares3,625 from 3,625
Change0 (0%)
Value$551 (-$566.4K)
Filed 2026-10-20
Iron Financial LLC
INCREASED
Shares3,578 from 3,564
Change+14 (+0%)
Value$544.0K (-$13.0K)
Filed 2026-10-23
Juncture Wealth Strategies, LLC
DECREASED
Shares3,547 from 4,081
Change-534 (-13%)
Value$539.4K (-$98.5K)
Filed 2026-10-06
Steinberganna Wealth Management
DECREASED
Shares3,545 from 3,604
Change-59 (-2%)
Value$539.2K (-$24.2K)
Filed 2026-10-23
Alpha Omega Wealth Management LLC
NEW
Shares3,538
Change+3,538
Value$538.1K
Filed 2026-10-23
Cambridge Advisors Inc.
DECREASED
Shares3,535 from 3,538
Change-3 (0%)
Value$537.6K (-$15.4K)
Filed 2026-10-19
Sentinel Trust Co LBA
INCREASED
Shares3,505 from 2,755
Change+750 (+27%)
Value$533.0K (+$532.6K)
Filed 2026-11-03
Tilia Fiduciary Partners, Inc.
NEW
Shares3,504
Change+3,504
Value$532.9K
Filed 2026-10-09
Total Clarity Wealth Management, Inc.
INCREASED
Shares3,504 from 3,195
Change+309 (+10%)
Value$532.8K (+$33.5K)
Filed 2026-10-26
Purkiss Capital Advisors LLC
DECREASED
Shares3,503 from 3,683
Change-180 (-5%)
Value$532.7K (-$42.9K)
Filed 2026-11-06
Bank of New Hampshire
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$532.2K (-$14.8K)
Filed 2026-10-06
Worth Financial Advisory Group, LLC
DECREASED
Shares3,457 from 3,550
Change-93 (-3%)
Value$525.7K (-$29.1K)
Filed 2026-10-19
Mather Group, Llc.
INCREASED
Shares3,445 from 3,277
Change+168 (+5%)
Value$523.9K (+$11.7K)
Filed 2026-10-14
Farmers & Merchants Investments Inc
INCREASED
Shares3,434 from 3,294
Change+140 (+4%)
Value$522.2K (+$7.4K)
Filed 2026-10-22
Interchange Capital Partners, LLC
UNCHANGED
Shares3,416 from 3,416
Change0 (0%)
Value$519.5K (-$14.5K)
Filed 2026-10-28
Kingdom Financial Group Llc.
NEW
Shares3,394
Change+3,394
Value$516.2K
Filed 2026-11-04
HUB Investment Partners, LLC
INCREASED
Shares3,392 from 2,839
Change+553 (+19%)
Value$515.8K (+$72.0K)
Filed 2026-11-03
Zions Bancorporation, National Association
UNCHANGED
Shares3,390 from 3,390
Change0 (0%)
Value$515.5K (-$14.3K)
Filed 2026-11-06
Bangor Savings Bank
UNCHANGED
Shares3,356 from 3,356
Change0 (0%)
Value$510.3K (-$14.2K)
Filed 2026-10-06
Kelsey Financial, LLC
UNCHANGED
Shares3,354 from 3,354
Change0 (0%)
Value$510.0K (-$14.2K)
Filed 2026-10-28
Alpine Bank Wealth Management
DECREASED
Shares3,347 from 3,641
Change-294 (-8%)
Value$509.0K (-$60.1K)
Filed 2026-10-16
Smith Chas P & Associates PA Cpas
DECREASED
Shares3,346 from 3,534
Change-188 (-5%)
Value$532.6K (-$19.8K)
Filed 2026-10-22
Weaver Consulting Group
UNCHANGED
Shares3,342 from 3,342
Change0 (0%)
Value$508.3K (-$14.1K)
Filed 2026-10-07
Wedmont Private Capital
INCREASED
Shares3,330 from 2,606
Change+724 (+28%)
Value$517.6K (+$102.0K)
Filed 2026-10-09
Rossby Financial, LCC
INCREASED
Shares3,329 from 1,284
Change+2,045 (+159%)
Value$506.3K (+$305.6K)
Filed 2026-11-05
CFM Wealth Partners LLC
UNCHANGED
Shares3,317 from 3,317
Change0 (0%)
Value$504.4K (-$14.0K)
Filed 2026-11-05
truNorth Financial Services, Inc.
DECREASED
Shares3,315 from 3,470
Change-155 (-4%)
Value$504.1K (-$38.2K)
Filed 2026-11-06
Sage Capital Management, LLC
DECREASED
Shares3,268 from 3,372
Change-104 (-3%)
Value$497.6K (-$29.9K)
Filed 2026-10-20
Warwick Investment Management, Inc.
UNCHANGED
Shares3,258 from 3,258
Change0 (0%)
Value$495.4K (-$13.8K)
Filed 2026-10-19
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares3,210 from 3,335
Change-125 (-4%)
Value$488.1K (-$33.1K)
Filed 2026-10-14
Pines Wealth Management, LLC
DECREASED
Shares3,198 from 3,273
Change-75 (-2%)
Value$486.3K (-$25.3K)
Filed 2026-10-21
Peddock Capital Advisors, LLC
INCREASED
Shares3,198 from 3,196
Change+2 (+0%)
Value$486.3K (-$13.2K)
Filed 2026-10-16
Diversified Trust Co
DECREASED
Shares3,178 from 4,906
Change-1,728 (-35%)
Value$483.3K (-$283.5K)
Filed 2026-11-06
Vision Capital Management, Inc.
UNCHANGED
Shares3,175 from 3,175
Change0 (0%)
Value$482.8K (-$13.4K)
Filed 2026-10-20
Pinion Investment Advisors, LLC
INCREASED
Shares3,173 from 1,783
Change+1,390 (+78%)
Value$482.6K (+$203.9K)
Filed 2026-11-04
Insight Wealth Strategies, LLC
DECREASED
Shares3,173 from 3,176
Change-3 (0%)
Value$482.5K (-$16.1K)
Filed 2026-10-09
Larson Financial Group LLC
INCREASED
Shares3,146 from 3,034
Change+112 (+4%)
Value$478.4K (+$4.1K)
Filed 2026-11-05
GC Wealth Management RIA, LLC
INCREASED
Shares3,136 from 2,970
Change+166 (+6%)
Value$476.9K (+$12.7K)
Filed 2026-11-02
Diversify Advisory Services, LLC
INCREASED
Shares3,131 from 2,486
Change+645 (+26%)
Value$494.5K (+$88.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares3,131 from 2,486
Change+645 (+26%)
Value$494.5K (+$88.7K)
Filed 2026-10-20
Jamison Private Wealth Management, Inc.
INCREASED
Shares3,108 from 3,104
Change+4 (+0%)
Value$472.6K (-$12.6K)
Filed 2026-10-14
Parsons Capital Management Inc
INCREASED
Shares3,098 from 3,057
Change+41 (+1%)
Value$471.1K (-$6.7K)
Filed 2026-10-28
Oakworth Capital, Inc.
DECREASED
Shares3,081 from 3,113
Change-32 (-1%)
Value$468.5K (-$18.0K)
Filed 2026-10-26
Smith Thornton Advisors LLC
DECREASED
Shares3,077 from 3,159
Change-82 (-3%)
Value$467.9K (-$39.1K)
Filed 2026-10-16
Regent Peak Wealth Advisors LLC
UNCHANGED
Shares3,073 from 3,073
Change0 (0%)
Value$467.3K (-$13.0K)
Filed 2026-10-13
Thrive Wealth Management, LLC
INCREASED
Shares3,070 from 3,065
Change+5 (+0%)
Value$466.8K (-$12.3K)
Filed 2026-10-13
Secure Asset Management, LLC
DECREASED
Shares3,064 from 3,254
Change-190 (-6%)
Value$465.9K (-$42.7K)
Filed 2026-10-19
Waters Parkerson & Co., LLC
UNCHANGED
Shares3,035 from 3,035
Change0 (0%)
Value$461.5K (-$12.8K)
Filed 2026-11-04
Baring Financial LLC
DECREASED
Shares3,033 from 3,252
Change-219 (-7%)
Value$461.2K (-$47.1K)
Filed 2026-10-07
Primoris Wealth Advisors, LLC
UNCHANGED
Shares3,026 from 3,026
Change0 (0%)
Value$460.2K (-$12.8K)
Filed 2026-10-28
Sage Capital Advisors,llc
INCREASED
Shares3,018 from 2,993
Change+25 (+1%)
Value$459.0K (-$8.8K)
Filed 2026-10-13
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares3,013 from 3,013
Change0 (0%)
Value$458.2K (-$12.7K)
Filed 2026-10-28
LEE Danner & Bass Inc
UNCHANGED
Shares3,005 from 3,005
Change0 (0%)
Value$457.0K (-$12.7K)
Filed 2026-10-27
TrueWealth Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$456.2K (-$12.7K)
Filed 2026-10-09
Thrive Capital Management, LLC
DECREASED
Shares2,989 from 3,123
Change-134 (-4%)
Value$454.5K (-$33.5K)
Filed 2026-10-28
FC Advisory LLC
INCREASED
Shares2,967 from 2,951
Change+16 (+1%)
Value$451.2K (-$10.1K)
Filed 2026-10-05
Annex Advisory Services, LLC
DECREASED
Shares2,958 from 2,965
Change-7 (0%)
Value$449.9K (-$13.5K)
Filed 2026-10-16
Culbertson A N & Co Inc
UNCHANGED
Shares2,936 from 2,936
Change0 (0%)
Value$446.5K (-$12.4K)
Filed 2026-10-21
Soltis Investment Advisors LLC
DECREASED
Shares2,922 from 2,933
Change-11 (0%)
Value$444.3K (-$14.1K)
Filed 2026-10-28
Mezzasalma Advisors, LLC
INCREASED
Shares2,899 from 2,882
Change+17 (+1%)
Value$440.9K (-$9.7K)
Filed 2026-10-14
Tortuga Wealth Management, Inc
INCREASED
Shares2,885 from 2,553
Change+332 (+13%)
Value$440.2K (+$41.0K)
Filed 2026-10-27
Rockland Trust Co
UNCHANGED
Shares2,881 from 2,881
Change0 (0%)
Value$438.1K (-$12.2K)
Filed 2026-10-05
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$437.2K (-$12.2K)
Filed 2026-11-04
Cambridge Financial Group, LLC
UNCHANGED
Shares2,874 from 2,874
Change0 (0%)
Value$449.2K ($0)
Filed 2026-10-06
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares2,872 from 2,872
Change0 (0%)
Value$437 (-$448.6K)
Filed 2026-10-27
Elevation Wealth Partners, LLC
INCREASED
Shares2,862 from 480
Change+2,382 (+496%)
Value$435.2K (+$360.1K)
Filed 2026-10-07
Northstar Asset Management Co
DECREASED
Shares2,860 from 3,160
Change-300 (-9%)
Value$455.9K (-$59.2K)
Filed 2026-10-22
180 Wealth Advisors, LLC
DECREASED
Shares2,847 from 3,252
Change-405 (-12%)
Value$432.9K (-$75.3K)
Filed 2026-11-03
Artesa Financial Group, LLC
INCREASED
Shares2,824 from 2,600
Change+224 (+9%)
Value$429.4K (+$23.0K)
Filed 2026-10-29
Vantage Investment Partners, LLC
UNCHANGED
Shares2,806 from 2,806
Change0 (0%)
Value$426.7K (-$11.9K)
Filed 2026-10-27
ProVise Management Group, LLC
DECREASED
Shares2,802 from 2,912
Change-110 (-4%)
Value$426.1K (-$29.0K)
Filed 2026-11-06
John Boyer, Inc.
INCREASED
Shares2,802 from 2,779
Change+23 (+1%)
Value$426.2K (-$8.2K)
Filed 2026-10-27
Courage Miller Partners, LLC
DECREASED
Shares2,791 from 2,796
Change-5 (0%)
Value$424.4K (-$12.5K)
Filed 2026-10-21
Nikulski Financial, Inc.
DECREASED
Shares2,766 from 2,816
Change-50 (-2%)
Value$420.6K (-$19.5K)
Filed 2026-11-06
ANB Bank
DECREASED
Shares2,761 from 3,300
Change-539 (-16%)
Value$419.9K (-$95.9K)
Filed 2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares2,750 from 1,403
Change+1,347 (+96%)
Value$418.2K (+$198.9K)
Filed 2026-10-27
Childress Capital Advisors, LLC
UNCHANGED
Shares2,742 from 2,742
Change0 (0%)
Value$417.0K (-$11.6K)
Filed 2026-10-28
Fairvoy Private Wealth, LLC
UNCHANGED
Shares2,734 from 2,734
Change0 (0%)
Value$415.8K (-$11.6K)
Filed 2026-10-19
Continuum Wealth Advisors, LLC
UNCHANGED
Shares2,731 from 2,731
Change0 (0%)
Value$415.3K (-$11.6K)
Filed 2026-10-20
Ashton Thomas Securities, LLC
NEW
Shares2,730
Change+2,730
Value$415.2K
Filed 2026-10-26
Connecticut Wealth Management, LLC
INCREASED
Shares2,726 from 2,340
Change+386 (+17%)
Value$414.5K (+$48.8K)
Filed 2026-10-13
Charter Capital Management, Llc\de
DECREASED
Shares2,718 from 2,749
Change-31 (-1%)
Value$413.4K (-$16.3K)
Filed 2026-10-28
Stiles Financial Services Inc
INCREASED
Shares2,711 from 2,697
Change+14 (+1%)
Value$412.3K (-$9.3K)
Filed 2026-10-30
Latitude Advisors, LLC
INCREASED
Shares2,707 from 2,695
Change+12 (+0%)
Value$411.7K (-$9.5K)
Filed 2026-10-27
Busey Bank
UNCHANGED
Shares2,692 from 2,692
Change0 (0%)
Value$409.4K (-$11.4K)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED
Shares2,676 from 2,693
Change-17 (-1%)
Value$406.9K (-$14.0K)
Filed 2026-11-05
BLB&B Advisors, LLC
DECREASED
Shares2,672 from 2,851
Change-179 (-6%)
Value$406.3K (-$39.2K)
Filed 2026-10-27
Obermeyer Wealth Partners
DECREASED
Shares2,671 from 3,177
Change-506 (-16%)
Value$406.2K (-$90.4K)
Filed 2026-10-21
Rockwood Wealth Management, LLC
INCREASED
Shares2,659 from 2,307
Change+352 (+15%)
Value$404.4K (+$43.8K)
Filed 2026-10-27
Commonwealth Financial Services, LLC
INCREASED
Shares2,649 from 2,508
Change+141 (+6%)
Value$402.9K (+$10.9K)
Filed 2026-10-20
Future Financial Wealth Managment LLC
DECREASED
Shares2,645 from 2,672
Change-27 (-1%)
Value$402.2K (-$27.6K)
Filed 2026-10-15
Palisade Asset Management, LLC
UNCHANGED
Shares2,590 from 2,590
Change0 (0%)
Value$393.9K (-$11.0K)
Filed 2026-11-03
Pflug Koory, LLC
DECREASED
Shares2,568 from 2,681
Change-113 (-4%)
Value$390.6K (-$28.5K)
Filed 2026-10-26
Biltmore Family Office, LLC
UNCHANGED
Shares2,567 from 2,567
Change0 (0%)
Value$390.4K (-$10.9K)
Filed 2026-11-03
AF Advisors, Inc.
INCREASED
Shares2,565 from 2,561
Change+4 (+0%)
Value$390.0K (-$10.3K)
Filed 2026-11-06
Hunter Associates Investment Management LLC
UNCHANGED
Shares2,558 from 2,558
Change0 (0%)
Value$390 (-$397.6K)
Filed 2026-10-26
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares2,555 from 2,609
Change-54 (-2%)
Value$388.6K (-$19.2K)
Filed 2026-10-14
American Financial & TAX Strategies Inc
UNCHANGED
Shares2,553 from 2,553
Change0 (0%)
Value$388.2K (-$10.8K)
Filed 2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED
Shares2,548 from 2,548
Change0 (0%)
Value$387.5K (-$10.8K)
Filed 2026-10-21
Russell Investments Group, Ltd.
INCREASED
Shares2,531 from 1,529
Change+1,002 (+66%)
Value$384.8K (+$145.8K)
Filed 2026-11-06
KFG Wealth Management, LLC
DECREASED
Shares2,530 from 2,561
Change-31 (-1%)
Value$384.7K (-$15.5K)
Filed 2026-10-16
Essex Bank
DECREASED
Shares2,508 from 2,608
Change-100 (-4%)
Value$381.4K (-$26.2K)
Filed 2026-10-16
Mengis Capital Management, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$380.2K (-$10.6K)
Filed 2026-10-13
Crumly & Associates Inc.
INCREASED
Shares2,495 from 1,635
Change+860 (+53%)
Value$379.4K (+$123.8K)
Filed 2026-10-07
Gainplan LLC
DECREASED
Shares2,487 from 2,560
Change-73 (-3%)
Value$378.2K (-$21.9K)
Filed 2026-10-09
Plante Moran Financial Advisors, LLC
INCREASED
Shares2,463 from 2,283
Change+180 (+8%)
Value$374.5K (+$17.7K)
Filed 2026-11-04
Sterling Financial Planning, Inc.
DECREASED
Shares2,452 from 2,602
Change-150 (-6%)
Value$372.8K (-$33.8K)
Filed 2026-10-28
RMR Wealth Builders
INCREASED
Shares2,444 from 1,469
Change+975 (+66%)
Value$371.6K (+$142.1K)
Filed 2026-10-22
Carolina Wealth Management Inc
DECREASED
Shares2,444 from 2,582
Change-138 (-5%)
Value$371.6K (-$32.0K)
Filed 2026-10-29
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares2,437 from 2,572
Change-135 (-5%)
Value$370.6K (-$31.4K)
Filed 2026-10-29
Capital Investment Counsel, LLC
DECREASED
Shares2,429 from 3,057
Change-628 (-21%)
Value$369.4K (-$108.4K)
Filed 2026-10-14
Benedict Financial Advisors Inc
INCREASED
Shares2,428 from 2,418
Change+10 (+0%)
Value$369.2K (-$8.7K)
Filed 2026-10-07
Idaho Trust Co
NEW
Shares2,400
Change+2,400
Value$365.0K
Filed 2026-11-04
LongView Wealth Management
INCREASED
Shares2,400 from 2,397
Change+3 (+0%)
Value$365.0K (-$9.8K)
Filed 2026-10-19
CIBC Asset Management Inc
UNCHANGED
Shares2,380 from 2,380
Change0 (0%)
Value$361.9K (-$10.1K)
Filed 2026-11-05
First Heartland Consultants, Inc.
UNCHANGED
Shares2,374 from 2,374
Change0 (0%)
Value$361.0K (-$10.0K)
Filed 2026-10-08
Atria Investments, Inc
INCREASED
Shares2,351 from 1,861
Change+490 (+26%)
Value$357.5K (+$66.7K)
Filed 2026-10-15
Valley National Advisers Inc
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$357.4K (-$9.9K)
Filed 2026-10-23
Montz Harcus Wealth Management LLC
NEW
Shares2,347
Change+2,347
Value$356.9K
Filed 2026-10-09
Fogel Capital Management, Inc.
UNCHANGED
Shares2,345 from 2,345
Change0 (0%)
Value$356.6K (-$9.9K)
Filed 2026-11-04
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares2,333 from 2,333
Change0 (0%)
Value$354.8K (-$9.9K)
Filed 2026-11-05
Camden National Bank
DECREASED
Shares2,322 from 2,537
Change-215 (-8%)
Value$353.1K (-$43.4K)
Filed 2026-11-02
Parkside Financial Bank & Trust
INCREASED
Shares2,322 from 2,321
Change+1 (+0%)
Value$353.0K (-$9.7K)
Filed 2026-10-27
Good Harbor Advisors, Inc.
UNCHANGED
Shares2,319 from 2,319
Change0 (0%)
Value$352.7K (-$9.8K)
Filed 2026-10-20
Diversified Enterprises, LLC
INCREASED
Shares2,305 from 1,379
Change+926 (+67%)
Value$350.5K (+$134.9K)
Filed 2026-10-19
Visionary Wealth Advisors
INCREASED
Shares2,302 from 1,603
Change+699 (+44%)
Value$350.1K (+$99.5K)
Filed 2026-11-04
Grandfield & Dodd, LLC
DECREASED
Shares2,299 from 2,399
Change-100 (-4%)
Value$349.6K (-$25.4K)
Filed 2026-10-29
Gamma Investing LLC
UNCHANGED
Shares2,299 from 2,299
Change0 (0%)
Value$349.6K (-$9.7K)
Filed 2026-10-08
Affiance Financial, LLC
INCREASED
Shares2,294 from 2,275
Change+19 (+1%)
Value$348.9K (-$6.7K)
Filed 2026-10-15
Marquette Asset Management, LLC
UNCHANGED
Shares2,289 from 2,289
Change0 (0%)
Value$348.1K (-$9.7K)
Filed 2026-10-09
Fisher Asset Management, LLC
INCREASED
Shares2,286 from 1,493
Change+793 (+53%)
Value$347.8K (+$114.4K)
Filed 2026-11-06
Clientfirst Wealth Management, LLC
UNCHANGED
Shares2,285 from 2,285
Change0 (0%)
Value$347.5K (-$9.7K)
Filed 2026-11-04
Certified Advisory Corp
UNCHANGED
Shares2,240 from 2,240
Change0 (0%)
Value$340.6K (-$9.5K)
Filed 2026-10-29
Harbor Asset Planning, Inc.
INCREASED
Shares2,238 from 2,218
Change+20 (+1%)
Value$340.2K (-$6.6K)
Filed 2026-10-23
JB Capital LLC
DECREASED
Shares2,237 from 2,430
Change-193 (-8%)
Value$340.2K (-$39.6K)
Filed 2026-10-19
HCR Wealth Advisors
UNCHANGED
Shares2,236 from 2,236
Change0 (0%)
Value$340.0K (-$9.5K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
INCREASED
Shares2,230 from 2,051
Change+179 (+9%)
Value$339.1K (+$18.5K)
Filed 2026-10-30
Cornerstone Advisory, LLC
INCREASED
Shares2,222 from 2,209
Change+13 (+1%)
Value$337.9K (-$7.4K)
Filed 2026-11-06
Pacific Capital Wealth Advisors, Inc.
UNCHANGED
Shares2,209 from 2,209
Change0 (0%)
Value$335.9K (-$9.3K)
Filed 2026-10-22
Twele Capital Management, Inc.
DECREASED
Shares2,207 from 2,244
Change-37 (-2%)
Value$335.6K (-$15.1K)
Filed 2026-10-13
Northeast Investment Management
UNCHANGED
Shares2,207 from 2,207
Change0 (0%)
Value$335.6K (-$9.3K)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
DECREASED
Shares2,202 from 2,302
Change-100 (-4%)
Value$334.9K (-$24.9K)
Filed 2026-10-30
Arbor Investment Advisors, LLC
DECREASED
Shares2,198 from 2,452
Change-254 (-10%)
Value$334.3K (-$49.0K)
Filed 2026-10-26
Pacific Center for Financial Services
INCREASED
Shares2,196 from 2,182
Change+14 (+1%)
Value$334.0K (-$7.1K)
Filed 2026-10-15
Wealthcare Capital Partners, LLC
INCREASED
Shares2,183 from 1,958
Change+225 (+11%)
Value$332.0K (+$26.0K)
Filed 2026-10-21
Karnit Road Accident Victims Compensation Fund
UNCHANGED
Shares2,170 from 2,170
Change0 (0%)
Value$330.0K (-$9.2K)
Filed 2026-11-04
Ritholtz Wealth Management
DECREASED
Shares2,151 from 2,990
Change-839 (-28%)
Value$327.1K (-$140.2K)
Filed 2026-11-05
Grove Bank & Trust
DECREASED
Shares2,151 from 2,226
Change-75 (-3%)
Value$327.1K (-$20.8K)
Filed 2026-10-08
Mystic Asset Management, Inc.
DECREASED
Shares2,149 from 2,209
Change-60 (-3%)
Value$326.8K (-$18.5K)
Filed 2026-10-15
Sagespring Wealth Partners, LLC
INCREASED
Shares2,147 from 2,039
Change+108 (+5%)
Value$326.4K (+$7.7K)
Filed 2026-10-22
Simplicity Wealth,LLC
DECREASED
Shares2,144 from 2,388
Change-244 (-10%)
Value$326.1K (-$47.2K)
Filed 2026-10-23
Waller Financial Planning Group, Inc
UNCHANGED
Shares2,139 from 2,139
Change0 (0%)
Value$325.3K (-$9.0K)
Filed 2026-10-07
Hoffman, Alan N Investment Management
UNCHANGED
Shares2,134 from 2,134
Change0 (0%)
Value$324.5K (-$9.0K)
Filed 2026-10-28
Benchmark Financial Wealth Advisors, LLC
NEW
Shares2,127
Change+2,127
Value$323.5K
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares2,112 from 2,102
Change+10 (+0%)
Value$321.3K (-$7.4K)
Filed 2026-10-16
Investors Asset Management of Georgia Inc
UNCHANGED
Shares2,110 from 2,110
Change0 (0%)
Value$320.9K (-$8.9K)
Filed 2026-10-20
BlueChip Wealth Advisors LLC
UNCHANGED
Shares2,092 from 2,092
Change0 (0%)
Value$318.1K (-$8.8K)
Filed 2026-11-03
Able Financial Group, LLC
INCREASED
Shares2,091 from 2,041
Change+50 (+2%)
Value$318.0K (-$1.0K)
Filed 2026-10-14
Fairfield Financial Advisors, LTD
INCREASED
Shares2,076 from 2,060
Change+16 (+1%)
Value$315.8K (-$6.2K)
Filed 2026-10-14
Staley Capital Advisers Inc
UNCHANGED
Shares2,076 from 2,076
Change0 (0%)
Value$315.7K (-$8.8K)
Filed 2026-11-06
First American Bank
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$311.7K (-$8.7K)
Filed 2026-10-27
Trek Financial, LLC
INCREASED
Shares2,041 from 1,958
Change+83 (+4%)
Value$310.4K (+$4.3K)
Filed 2026-10-29
Trilogy Capital Inc.
DECREASED
Shares2,037 from 3,782
Change-1,745 (-46%)
Value$309.8K (-$281.3K)
Filed 2026-10-20
LVM Capital Management LTD
UNCHANGED
Shares2,011 from 2,011
Change0 (0%)
Value$305.8K (+$305.5K)
Filed 2026-10-20
Sigma Investment Counselors Inc
INCREASED
Shares2,010 from 1,810
Change+200 (+11%)
Value$305.7K (+$22.8K)
Filed 2026-10-27
Cypress Capital, LLC
NEW
Shares2,009
Change+2,009
Value$305.5K
Filed 2026-10-20
McAdam, LLC
UNCHANGED
Shares2,007 from 2,007
Change0 (0%)
Value$305.2K (-$8.5K)
Filed 2026-10-21
Bison Wealth, LLC
INCREASED
Shares2,001 from 1,497
Change+504 (+34%)
Value$310.9K (+$73.7K)
Filed 2026-10-13
Clear Trail Advisors, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$304.1K (-$8.5K)
Filed 2026-10-20
Augustine Asset Management Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$304.1K (-$8.5K)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,990 from 1,987
Change+3 (+0%)
Value$302.7K (-$7.9K)
Filed 2026-10-29
Align Financial, LLC
UNCHANGED
Shares1,990 from 1,990
Change0 (0%)
Value$302.6K (-$8.4K)
Filed 2026-10-16
Avion Wealth
UNCHANGED
Shares1,978 from 1,978
Change0 (0%)
Value$300.0K (-$9.0K)
Filed 2026-11-04
Sepio Capital, LP
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$300.3K (-$8.4K)
Filed 2026-10-22
Melfa Wealth Management, Inc.
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$300.3K (-$8.4K)
Filed 2026-11-06
Simplex Trading, LLC
NEW
Shares1,956
Change+1,956
Value$297.4K
Filed 2026-11-04
Birchwood Financial Partners, Inc.
INCREASED
Shares1,954 from 1,938
Change+16 (+1%)
Value$297.2K (-$5.7K)
Filed 2026-11-02
Jacobi Capital Management LLC
INCREASED
Shares1,922 from 1,917
Change+5 (+0%)
Value$292.3K (-$7.3K)
Filed 2026-11-05
Insight Advisors, LLC/ PA
DECREASED
Shares1,909 from 1,917
Change-8 (0%)
Value$290.3K (-$9.3K)
Filed 2026-10-22
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares1,906 from 1,906
Change0 (0%)
Value$289.8K (-$8.1K)
Filed 2026-11-03
Wealth Advisory Solutions, LLC
UNCHANGED
Shares1,903 from 1,903
Change0 (0%)
Value$289.4K (-$8.1K)
Filed 2026-10-20
Dudley Capital Management, LLC
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$288.9K (-$8.0K)
Filed 2026-10-23
KOM Wealth Management Group, LLC
INCREASED
Shares1,893 from 1,684
Change+209 (+12%)
Value$287.9K (+$24.6K)
Filed 2026-10-15
Chesley Taft & Associates LLC
DECREASED
Shares1,875 from 1,953
Change-78 (-4%)
Value$285.1K (-$20.1K)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,872 from 357
Change+1,515 (+424%)
Value$286.3K (+$230.0K)
Filed 2026-11-04
Olistico Wealth, LLC
DECREASED
Shares1,853 from 188,213
Change-186,360 (-99%)
Value$281.8K (-$7.8K)
Filed 2026-10-05
Avantax Planning Partners, Inc.
DECREASED
Shares1,853 from 2,082
Change-229 (-11%)
Value$281.8K (-$43.6K)
Filed 2026-11-03
Financial Management Network Inc
INCREASED
Shares1,851 from 1,495
Change+356 (+24%)
Value$283.3K (+$41.4K)
Filed 2026-10-09
Fairway Wealth LLC
INCREASED
Shares1,840 from 932
Change+908 (+97%)
Value$279.8K (+$134.2K)
Filed 2026-10-30
Altus Wealth Group LLC
DECREASED
Shares1,840 from 1,864
Change-24 (-1%)
Value$279.8K (-$11.6K)
Filed 2026-10-20
Carson Advisory Inc.
DECREASED
Shares1,837 from 1,853
Change-16 (-1%)
Value$279.4K (-$10.3K)
Filed 2026-11-06
Triumph Capital Management
UNCHANGED
Shares1,836 from 1,836
Change0 (0%)
Value$279.2K (-$7.8K)
Filed 2026-10-14
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$279.0K (-$7.8K)
Filed 2026-10-16
ARS Wealth Advisors Group, LLC
DECREASED
Shares1,815 from 1,909
Change-94 (-5%)
Value$275.9K (-$22.4K)
Filed 2026-10-16
Benin Management Corp
NEW
Shares1,810
Change+1,810
Value$275.2K
Filed 2026-10-22
Cooper Financial Group
INCREASED
Shares1,799 from 1,722
Change+77 (+4%)
Value$273.5K (+$4.4K)
Filed 2026-10-07
Southland Equity Partners LLC
DECREASED
Shares1,793 from 1,803
Change-10 (-1%)
Value$272.7K (-$9.1K)
Filed 2026-10-14
Trust Co of Toledo NA
DECREASED
Shares1,790 from 1,991
Change-201 (-10%)
Value$272.2K (-$39.0K)
Filed 2026-10-16
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares1,790 from 1,790
Change0 (0%)
Value$272.2K (-$7.6K)
Filed 2026-10-21
Canandaigua National Trust Co of Florida
NEW
Shares1,789
Change+1,789
Value$272.1K
Filed 2026-10-07
Blue Trust, Inc.
UNCHANGED
Shares1,784 from 1,784
Change0 (0%)
Value$271.2K (-$7.5K)
Filed 2026-10-15
Confluence Wealth Services, Inc.
INCREASED
Shares1,782 from 1,776
Change+6 (+0%)
Value$270.9K (-$6.6K)
Filed 2026-11-05
Dala Group, LLC
INCREASED
Shares1,775 from 1,773
Change+2 (+0%)
Value$269.9K (-$7.2K)
Filed 2026-10-29
Norden Group LLC
UNCHANGED
Shares1,773 from 1,773
Change0 (0%)
Value$269.6K (-$7.5K)
Filed 2026-10-20
Coquina Private Wealth LLC
INCREASED
Shares1,762 from 1,752
Change+10 (+1%)
Value$267.9K (-$5.9K)
Filed 2026-10-27
Allegheny Financial Group
INCREASED
Shares1,749 from 1,745
Change+4 (+0%)
Value$266.1K (-$6.7K)
Filed 2026-11-05
Cairn Investment Group, Inc.
UNCHANGED
Shares1,742 from 1,742
Change0 (0%)
Value$265.0K (-$7.0K)
Filed 2026-11-04
Clarus Group, Inc.
UNCHANGED
Shares1,737 from 1,737
Change0 (0%)
Value$264.1K (-$7.3K)
Filed 2026-10-21
Oregon Pacific Wealth Management, LLC
INCREASED
Shares1,728 from 1,685
Change+43 (+3%)
Value$262.7K (-$587)
Filed 2026-10-20
Prosperity Financial Group, Inc.
DECREASED
Shares1,727 from 1,737
Change-10 (-1%)
Value$262.6K (-$8.9K)
Filed 2026-10-29
Compass Financial Management LLC
DECREASED
Shares1,722 from 1,797
Change-75 (-4%)
Value$261.9K (-$22.6K)
Filed 2026-10-30
Highline Wealth Partners LLC
UNCHANGED
Shares1,709 from 1,709
Change0 (0%)
Value$259.9K (-$7.2K)
Filed 2026-10-19
Madrona Financial Services, LLC
DECREASED
Shares1,708 from 1,728
Change-20 (-1%)
Value$259.7K (-$10.4K)
Filed 2026-10-23
Sard Wealth Management Group, LLC
INCREASED
Shares1,703 from 1,698
Change+5 (+0%)
Value$258.9K (-$6.4K)
Filed 2026-10-16
Hickory Point Bank & Trust
UNCHANGED
Shares1,698 from 1,698
Change0 (0%)
Value$258.2K (-$7.2K)
Filed 2026-10-01
Hoxton Planning & Management, LLC
UNCHANGED
Shares1,695 from 1,695
Change0 (0%)
Value$257.8K (-$7.2K)
Filed 2026-10-15
Schneider Downs Wealth Management Advisors, LP
NEW
Shares1,693
Change+1,693
Value$257.5K
Filed 2026-10-27
Philadelphia Trust Co
DECREASED
Shares1,693 from 1,968
Change-275 (-14%)
Value$257.0K (-$51.0K)
Filed 2026-11-05
Uhlmann Price Securities, LLC
UNCHANGED
Shares1,680 from 1,680
Change0 (0%)
Value$255.4K (-$7.1K)
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
INCREASED
Shares1,674 from 1,667
Change+7 (+0%)
Value$254.5K (-$6.0K)
Filed 2026-10-16
Christensen, King & Associates Investment Services, Inc.
NEW
Shares1,670
Change+1,670
Value$254.0K
Filed 2026-10-22
KWB Wealth
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$253.9K (-$7.1K)
Filed 2026-10-16
AtlasMark Financial, Inc
DECREASED
Shares1,669 from 1,671
Change-2 (0%)
Value$253.8K (-$7.4K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares1,667 from 1,864
Change-197 (-11%)
Value$253.5K (-$37.8K)
Filed 2026-10-13
Traphagen Investment Advisors LLC
DECREASED
Shares1,664 from 2,072
Change-408 (-20%)
Value$253.1K (-$70.8K)
Filed 2026-10-14
Bailard, Inc.
DECREASED
Shares1,656 from 1,700
Change-44 (-3%)
Value$251.8K (-$13.9K)
Filed 2026-10-13
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,654 from 1,169
Change+485 (+41%)
Value$251.6K (+$68.8K)
Filed 2026-10-26
Successful Portfolios LLC
INCREASED
Shares1,640 from 1,495
Change+145 (+10%)
Value$251.1K (+$13.4K)
Filed 2026-10-09
Chemistry Wealth Management LLC
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$249.4K (-$6.9K)
Filed 2026-10-16
Morton Capital Management LLC
UNCHANGED
Shares1,638 from 1,638
Change0 (0%)
Value$249.1K (-$6.9K)
Filed 2026-10-23
Semus Wealth Partners LLC
DECREASED
Shares1,636 from 1,723
Change-87 (-5%)
Value$248.8K (-$20.6K)
Filed 2026-10-22
First Merchants Corp
UNCHANGED
Shares1,632 from 1,632
Change0 (0%)
Value$248.2K (-$6.9K)
Filed 2026-10-15
OFS Enterprise LLC
UNCHANGED
Shares1,631 from 1,631
Change0 (0%)
Value$248.0K (-$6.9K)
Filed 2026-10-16
Heritage Wealth Management, Inc.
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$247.9K (-$6.9K)
Filed 2026-10-27
Berman McAleer LLC
UNCHANGED
Shares1,628 from 1,628
Change0 (0%)
Value$247.6K (-$6.9K)
Filed 2026-10-16
Pacific Wealth Strategies Group, Inc.
UNCHANGED
Shares1,628 from 1,628
Change0 (0%)
Value$247.6K (-$6.9K)
Filed 2026-11-02
Unified Investment Management
UNCHANGED
Shares1,627 from 1,627
Change0 (0%)
Value$247.4K (-$6.9K)
Filed 2026-10-14
Tucker Asset Management LLC
UNCHANGED
Shares1,621 from 1,621
Change0 (0%)
Value$246.5K (-$6.9K)
Filed 2026-10-29
Seneca Financial Advisors LLC
INCREASED
Shares1,610 from 1,601
Change+9 (+1%)
Value$244.8K (-$5.4K)
Filed 2026-10-28
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares1,604 from 1,590
Change+14 (+1%)
Value$243.9K (-$4.7K)
Filed 2026-10-29
Innova Wealth Partners
INCREASED
Shares1,601 from 1,506
Change+95 (+6%)
Value$243.5K (+$8.1K)
Filed 2026-10-21
Firestone Capital Management
UNCHANGED
Shares1,601 from 1,601
Change0 (0%)
Value$243.5K (-$6.8K)
Filed 2026-11-03
ARQ Wealth Advisors, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$243.3K (-$16.0K)
Filed 2026-10-29
Legacy Advisors, LLC
UNCHANGED
Shares1,599 from 1,599
Change0 (0%)
Value$243.2K (-$6.8K)
Filed 2026-10-19
United Asset Strategies, Inc.
UNCHANGED
Shares1,592 from 1,592
Change0 (0%)
Value$242.1K (-$6.7K)
Filed 2026-10-28
Harbour Capital Advisors, LLC
UNCHANGED
Shares1,590 from 1,590
Change0 (0%)
Value$241.8K (-$11.8K)
Filed 2026-10-13
Integras Partners LLC
UNCHANGED
Shares1,590 from 1,590
Change0 (0%)
Value$241.8K (-$6.7K)
Filed 2026-10-30
Fidelity D & D Bancorp Inc
UNCHANGED
Shares1,589 from 1,589
Change0 (0%)
Value$241.6K (-$6.7K)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares1,588 from 1,588
Change0 (0%)
Value$241.5K (-$6.7K)
Filed 2026-11-02
Green Ridge Wealth Planning LLC
UNCHANGED
Shares1,587 from 1,587
Change0 (0%)
Value$241.3K (-$6.7K)
Filed 2026-10-08
Piscataqua Savings Bank
DECREASED
Shares1,555 from 1,615
Change-60 (-4%)
Value$236.5K (-$16.0K)
Filed 2026-10-21
BridgePort Financial Solutions, LLC
INCREASED
Shares1,552 from 1,497
Change+55 (+4%)
Value$236.0K (+$2.0K)
Filed 2026-11-02
Plimoth Trust Co LLC
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$235.7K (-$6.6K)
Filed 2026-10-26
Breakwater Investment Management
UNCHANGED
Shares1,548 from 1,548
Change0 (0%)
Value$235.4K (-$6.5K)
Filed 2026-10-20
Manuka Financial, LLC
UNCHANGED
Shares1,548 from 1,548
Change0 (0%)
Value$235.3K (-$6.5K)
Filed 2026-10-16
Ti-Trust, Inc
UNCHANGED
Shares1,546 from 1,546
Change0 (0%)
Value$235.1K (-$6.5K)
Filed 2026-10-21
Sterling Investment Advisors LLC
DECREASED
Shares1,535 from 1,559
Change-24 (-2%)
Value$233.5K (-$10.1K)
Filed 2026-10-27
Institute for Wealth Management, Llc.
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$232.6K (-$6.5K)
Filed 2026-11-06
OpenArc Corporate Advisory, LLC
NEW
Shares1,527
Change+1,527
Value$232.2K
Filed 2026-10-21
Ring Mountain Capital, LLC
INCREASED
Shares1,524 from 1,505
Change+19 (+1%)
Value$231.8K (-$3.4K)
Filed 2026-10-13
WoodTrust Financial Corp
DECREASED
Shares1,512 from 2,512
Change-1,000 (-40%)
Value$230 (-$392.8K)
Filed 2026-10-09
Curry Webb Wealth Management LLC
UNCHANGED
Shares1,508 from 1,508
Change0 (0%)
Value$235.7K ($0)
Filed 2026-10-22
Summit Asset Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$228.1K (-$6.3K)
Filed 2026-11-05
Asio Capital, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$228.1K (-$6.3K)
Filed 2026-10-19
LifeWealth Investments, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$228.1K (-$6.3K)
Filed 2026-10-21
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$228.1K (-$6.3K)
Filed 2026-10-15
Post Resch Tallon Group Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$228.1K (-$6.3K)
Filed 2026-10-09
Founders Grove Wealth Partners, LLC
UNCHANGED
Shares1,497 from 1,497
Change0 (0%)
Value$227.6K (-$6.3K)
Filed 2026-10-16
Cowa, LLC
INCREASED
Shares1,495 from 1,395
Change+100 (+7%)
Value$227.3K (+$9.3K)
Filed 2026-10-30
Grandview Asset Management LLC
DECREASED
Shares1,493 from 1,738
Change-245 (-14%)
Value$227.0K (-$44.6K)
Filed 2026-10-19
Univest Financial Corp
INCREASED
Shares1,476 from 1,471
Change+5 (+0%)
Value$224.5K (-$5.5K)
Filed 2026-11-05
AJ Advisors, LLC
INCREASED
Shares1,474 from 1,462
Change+12 (+1%)
Value$224.1K (-$4.3K)
Filed 2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares1,467 from 1,479
Change-12 (-1%)
Value$223.2K (-$8.0K)
Filed 2026-10-14
Silverlake Wealth Management LLC
DECREASED
Shares1,462 from 2,104
Change-642 (-31%)
Value$222.4K (-$106.5K)
Filed 2026-10-21
Yankcom Partnership
DECREASED
Shares1,450 from 2,550
Change-1,100 (-43%)
Value$220.5K (-$178.1K)
Filed 2026-10-15
Howard Wealth Management, LLC
INCREASED
Shares1,422 from 1,420
Change+2 (+0%)
Value$216.2K (-$5.7K)
Filed 2026-10-28
Sage Rhino Capital LLC
UNCHANGED
Shares1,405 from 1,405
Change0 (0%)
Value$213.7K (-$5.9K)
Filed 2026-10-28
Mattern Wealth Management LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$212.9K (-$5.9K)
Filed 2026-11-04
Providence Financial Advisors, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$212.9K (-$5.9K)
Filed 2026-11-06
Private Wealth Partners, LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$212.9K (-$5.9K)
Filed 2026-10-22
Tanager Wealth Management LLP
NEW
Shares1,399
Change+1,399
Value$212.7K
Filed 2026-10-19
M Holdings Securities, Inc.
NEW
Shares1,399
Change+1,399
Value$220
Filed 2026-11-03
Montag A & Associates Inc
UNCHANGED
Shares1,397 from 1,397
Change0 (0%)
Value$212.4K (-$5.9K)
Filed 2026-10-29
Forum Financial Management, LP
UNCHANGED
Shares1,395 from 1,395
Change0 (0%)
Value$212.1K (-$5.9K)
Filed 2026-10-16
Tortoise Investment Management, LLC
UNCHANGED
Shares1,394 from 1,394
Change0 (0%)
Value$212.0K (-$5.9K)
Filed 2026-11-06
Community Bank & Trust, Waco, Texas
NEW
Shares1,390
Change+1,390
Value$211
Filed 2026-10-19
Braeburn Wealth Management LLC
INCREASED
Shares1,388 from 1,387
Change+1 (+0%)
Value$211.1K (-$5.7K)
Filed 2026-10-15
Tred Avon Family Wealth, LLC
INCREASED
Shares1,379 from 1,333
Change+46 (+3%)
Value$209.8K (+$1.5K)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares1,379 from 1,346
Change+33 (+2%)
Value$209.7K (-$729)
Filed 2026-11-03
Huntleigh Advisors, Inc.
UNCHANGED
Shares1,379 from 1,379
Change0 (0%)
Value$209.7K (-$5.8K)
Filed 2026-11-03
Concord Wealth Partners
INCREASED
Shares1,378 from 1,366
Change+12 (+1%)
Value$209.5K (-$4.1K)
Filed 2026-11-02
Kelly Financial Group LLC
DECREASED
Shares1,376 from 1,489
Change-113 (-8%)
Value$209.2K (-$23.5K)
Filed 2026-10-16
Sentinel Pension Advisors, LLC
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$209.1K (-$13.4K)
Filed 2026-11-02
Community Financial Services Group, LLC
UNCHANGED
Shares1,367 from 1,367
Change0 (0%)
Value$208.8K (-$5.9K)
Filed 2026-10-15
Sfam, LLC
UNCHANGED
Shares1,360 from 1,360
Change0 (0%)
Value$206.8K (-$5.8K)
Filed 2026-11-03
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares1,358 from 1,358
Change0 (0%)
Value$206.5K (-$5.7K)
Filed 2026-10-15
Fiduciary Alliance LLC
DECREASED
Shares1,355 from 1,367
Change-12 (-1%)
Value$206.1K (-$7.6K)
Filed 2026-10-13
Evergreen Capital Management LLC
UNCHANGED
Shares1,351 from 1,351
Change0 (0%)
Value$205.4K (-$5.7K)
Filed 2026-10-23
Arwa LLC
DECREASED
Shares1,350 from 1,398
Change-48 (-3%)
Value$210.6K (-$16.6K)
Filed 2026-10-21
Columbia Bank
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$205.3K (-$5.7K)
Filed 2026-10-29
Greenspring Advisors, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$205.3K (-$5.7K)
Filed 2026-11-05
Letson Investment Management, Inc.
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$205.3K (-$5.7K)
Filed 2026-11-05
Tanglewood Wealth Management, Inc.
UNCHANGED
Shares1,347 from 1,347
Change0 (0%)
Value$204.8K (-$5.7K)
Filed 2026-10-23
Petros Family Wealth, LLC
DECREASED
Shares1,346 from 1,446
Change-100 (-7%)
Value$204.7K (-$21.3K)
Filed 2026-10-28
Schorn Wealth LLC
INCREASED
Shares1,339 from 1,328
Change+11 (+1%)
Value$203.7K (-$3.9K)
Filed 2026-10-14
Salomon & Ludwin, LLC
DECREASED
Shares1,338 from 1,354
Change-16 (-1%)
Value$203.5K (-$9.1K)
Filed 2026-10-29
Adams Asset Advisors, LLC
UNCHANGED
Shares1,331 from 1,331
Change0 (0%)
Value$202.4K (-$5.6K)
Filed 2026-10-08
Planning Strategies Inc.
UNCHANGED
Shares1,328 from 1,328
Change0 (0%)
Value$201.9K (-$5.6K)
Filed 2026-10-02
Cascade Investment Group, Inc.
UNCHANGED
Shares1,326 from 1,326
Change0 (0%)
Value$201.6K (-$5.6K)
Filed 2026-10-13
John A. Wolfe & Associates, Inc.
UNCHANGED
Shares1,251 from 1,251
Change0 (0%)
Value$190.2K (-$5.3K)
Filed 2026-11-06
Hanson & Doremus Investment Management
INCREASED
Shares1,232 from 1,127
Change+105 (+9%)
Value$187 (-$175.8K)
Filed 2026-10-16
SRH Advisors, LLC
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$187.4K (-$5.2K)
Filed 2026-10-22
Cranbrook Wealth Management, LLC
UNCHANGED
Shares1,211 from 1,211
Change0 (0%)
Value$184.2K (-$5.1K)
Filed 2026-10-28
First Financial Corp
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$182.5K (-$5.1K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$182.2K (-$5.1K)
Filed 2026-10-20
Brown, Lisle Ings, Inc.
UNCHANGED
Shares1,094 from 1,094
Change0 (0%)
Value$166.4K (-$4.6K)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,080 from 1,080
Change0 (0%)
Value$164.2K (-$4.6K)
Filed 2026-10-15
Kroeger Financial Partners
UNCHANGED
Shares1,054 from 1,054
Change0 (0%)
Value$160.3K (-$4.5K)
Filed 2026-10-19
Rossmore Private Capital
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$159.7K (-$4.4K)
Filed 2026-10-27
Country Trust Bank
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$151.0K (-$4.2K)
Filed 2026-10-30
Old Second National Bank of Aurora
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$150.5K (-$4.2K)
Filed 2026-10-22
First Bancorp, Inc
INCREASED
Shares961 from 861
Change+100 (+12%)
Value$146.1K (+$11.6K)
Filed 2026-10-26
Armor Investment Advisors, LLC
DECREASED
Shares936 from 1,247
Change-311 (-25%)
Value$142.3K (-$52.6K)
Filed 2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$140.7K (-$3.9K)
Filed 2026-10-09
Belvedere Trading LLC
DECREASED
Shares908 from 1,900
Change-992 (-52%)
Value$138.1K (-$158.9K)
Filed 2026-11-05
Zeit Capital LLC
UNCHANGED
Shares899 from 899
Change0 (0%)
Value$136.7K (-$3.8K)
Filed 2026-10-19
Trust Co
UNCHANGED
Shares895 from 895
Change0 (0%)
Value$136.1K (-$3.8K)
Filed 2026-10-09
TrustBank
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$132.3K (-$3.7K)
Filed 2026-10-20
MTM Investment Management, LLC
INCREASED
Shares865 from 415
Change+450 (+108%)
Value$131.5K (+$66.7K)
Filed 2026-10-30
Key FInancial Inc
UNCHANGED
Shares857 from 857
Change0 (0%)
Value$130.3K (-$3.6K)
Filed 2026-11-02
Peoples Financial Services Corp.
UNCHANGED
Shares856 from 856
Change0 (0%)
Value$130.2K (-$3.6K)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares843 from 487
Change+356 (+73%)
Value$128.1K (+$52.1K)
Filed 2026-11-04
Gen-Wealth Partners Inc
UNCHANGED
Shares823 from 823
Change0 (0%)
Value$125.2K (-$3.5K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares814 from 814
Change0 (0%)
Value$123.8K (-$3.4K)
Filed 2026-10-27
Insight Inv LLC
UNCHANGED
Shares812 from 812
Change0 (0%)
Value$123.5K (-$3.4K)
Filed 2026-10-27
Capital Investment Counsel, Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$121.7K (-$3.4K)
Filed 2026-10-20
Lodestone Wealth Management LLC
INCREASED
Shares799 from 49
Change+750 (+1531%)
Value$121.5K (+$113.8K)
Filed 2026-10-14
Entrust Financial LLC
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$121.5K (-$3.4K)
Filed 2026-11-04
Blueline Advisors LLC
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$121.5K (-$3.4K)
Filed 2026-10-15
Washington Trust Advisors, Inc.
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$120.9K (-$3.4K)
Filed 2026-10-22
Armstrong Advisory Group, Inc
UNCHANGED
Shares766 from 766
Change0 (0%)
Value$116.5K (-$3.2K)
Filed 2026-10-09
Davis Capital Management
DECREASED
Shares752 from 790
Change-38 (-5%)
Value$114.4K (-$9.2K)
Filed 2026-10-08
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$114.1K (-$3.2K)
Filed 2026-10-13
Finley Financial, LLC
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$111.5K (-$2.6K)
Filed 2026-10-28
American Capital Advisory, LLC
NEW
Shares700
Change+700
Value$106.4K
Filed 2026-10-28
Cape Investment Advisory, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$106.4K (-$3.0K)
Filed 2026-10-13
Bayban
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$105.5K ($0)
Filed 2026-11-05
Phillips Financial Management, LLC
DECREASED
Shares671 from 721
Change-50 (-7%)
Value$102.1K (-$10.6K)
Filed 2026-10-19
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$100.4K (-$2.8K)
Filed 2026-10-28
Maryland Capital Advisors Inc.
UNCHANGED
Shares656 from 656
Change0 (0%)
Value$99.8K (-$2.8K)
Filed 2026-10-15
Accordant Advisory Group Inc
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$96.3K (-$2.7K)
Filed 2026-10-29
Financial Network Wealth Advisors LLC
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$92.9K (-$2.6K)
Filed 2026-10-28
Essential Investment Partners LLC
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$90.5K (-$2.5K)
Filed 2026-10-27
High Note Wealth, LLC
UNCHANGED
Shares579 from 579
Change0 (0%)
Value$88.0K (-$2.4K)
Filed 2026-10-27
Clearstead Trust, LLC
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$85.2K (-$2.4K)
Filed 2026-11-06
Coston, McIsaac & Partners
UNCHANGED
Shares549 from 549
Change0 (0%)
Value$83.5K (-$1.5K)
Filed 2026-11-06
Reap Financial Group, LLC
INCREASED
Shares536 from 531
Change+5 (+1%)
Value$81.5K (-$1.6K)
Filed 2026-11-02
Creative Financial Designs Inc
UNCHANGED
Shares524 from 524
Change0 (0%)
Value$79.7K (-$2.2K)
Filed 2026-11-04
Signature Equity Partners, LLC
DECREASED
Shares498 from 505
Change-7 (-1%)
Value$75.7K (-$3.3K)
Filed 2026-10-29
BankChampaign, National Association
DECREASED
Shares497 from 547
Change-50 (-9%)
Value$75.6K (-$9.9K)
Filed 2026-10-19
Monetary Solutions, Ltd
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$75.3K (-$2.1K)
Filed 2026-10-22
Richardson Financial Services Inc.
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$75.1K (-$2.1K)
Filed 2026-10-30
City State Bank
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$74.5K (-$2.1K)
Filed 2026-10-20
Fortitude Family Office, LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$74.5K (-$2.1K)
Filed 2026-10-14
MilWealth Group LLC
UNCHANGED
Shares487 from 487
Change0 (0%)
Value$74.0K (-$2.1K)
Filed 2026-11-02
Hilton Head Capital Partners, LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$73.3K (-$2.0K)
Filed 2026-10-23
Guardian Partners Inc.
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$73.0K (-$2.0K)
Filed 2026-10-21
Buck Wealth Strategies, LLC
NEW
Shares475
Change+475
Value$72.2K
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
INCREASED
Shares463 from 461
Change+2 (+0%)
Value$70.4K (-$1.7K)
Filed 2026-11-02
GHP Investment Advisors, Inc.
DECREASED
Shares460 from 557
Change-97 (-17%)
Value$70.0K (-$17.0K)
Filed 2026-10-15
Granville Capital, Inc.
UNCHANGED
Shares459 from 459
Change0 (0%)
Value$69.8K (-$1.9K)
Filed 2026-11-05
Adirondack Trust Co
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$68.4K (-$1.9K)
Filed 2026-10-14
Nova Financial LLC
NEW
Shares445
Change+445
Value$67.6K
Filed 2026-11-04
Cornerstone National Bank & Trust Co
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$64.1K (-$1.8K)
Filed 2026-10-20
Compass Wealth Management LLC
NEW
Shares416
Change+416
Value$63.3K
Filed 2026-10-22
Birch Financial Group, LLC
NEW
Shares416
Change+416
Value$63.2K
Filed 2026-10-27
CX Institutional
INCREASED
Shares412 from 409
Change+3 (+1%)
Value$63 (-$1)
Filed 2026-10-02
Roxbury Financial LLC
DECREASED
Shares380 from 386
Change-6 (-2%)
Value$57.9K (-$2.4K)
Filed 2026-10-01
Elyxium Wealth, LLC
NEW
Shares366
Change+366
Value$55.7K
Filed 2026-10-27
Horizons Wealth Management
NEW
Shares360
Change+360
Value$54.7K
Filed 2026-10-05
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$54 (-$55.9K)
Filed 2026-10-14
Legacy Bridge, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$53.2K (-$1.5K)
Filed 2026-10-28
Advanced Asset Management Advisors Inc
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$52.9K (-$1.5K)
Filed 2026-10-20
EPG Wealth Management LLC
DECREASED
Shares337 from 415
Change-78 (-19%)
Value$51.3K (-$13.7K)
Filed 2026-11-03
Princeton Global Asset Management LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$50.6K (-$1.4K)
Filed 2026-10-21
Pittenger & Anderson Inc
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$50.6K (-$1.4K)
Filed 2026-11-02
Weaver Capital Management LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$49.4K (+$214)
Filed 2026-10-15
Nfsg Corp
DECREASED
Shares321 from 359
Change-38 (-11%)
Value$48.9K (-$7.2K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$48.4K (-$1.3K)
Filed 2026-11-04
Byrne Asset Management LLC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$48.1K (-$1.1K)
Filed 2026-10-06
Winthrop Capital Management, LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$46.2K (+$46.2K)
Filed 2026-11-05
Southern Michigan Bank & Trust
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$46.1K (-$1.3K)
Filed 2026-10-19
Westside Investment Management, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$45.6K (-$1.3K)
Filed 2026-11-02
Edgemoor Investment Advisors, Inc.
NEW
Shares298
Change+298
Value$45.3K
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares297 from 297
Change0 (0%)
Value$45.2K (-$1.3K)
Filed 2026-10-23
Gables Capital Management Inc.
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$43.9K (-$1.2K)
Filed 2026-11-04
1620 Investment Advisors, Inc.
INCREASED
Shares275 from 274
Change+1 (+0%)
Value$41.8K (-$1.1K)
Filed 2026-11-04
Friedenthal Financial
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$39.4K (-$1.1K)
Filed 2026-10-27
Three Bridge Wealth Advisors, LLC
NEW
Shares235
Change+235
Value$35.7K
Filed 2026-11-05
Toth Financial Advisory Corp
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$35.7K (-$994)
Filed 2026-10-08
American National Bank & Trust
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$35.0K (-$973)
Filed 2026-10-07
Main Street Group, LTD
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$33.2K (-$922)
Filed 2026-10-28
Ascentis Independent Advisors
INCREASED
Shares209 from 96
Change+113 (+118%)
Value$31.8K (+$16.8K)
Filed 2026-11-03
Creative Capital Management Investments LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$30.4K (-$846)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$30.4K (-$846)
Filed 2026-10-19
Manchester Capital Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$30.4K (-$846)
Filed 2026-10-22
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$29 (-$1)
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$28.0K (-$778)
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares179
Change+179
Value$27.1K
Filed 2026-10-30
Fairman Group, LLC
INCREASED
Shares170 from 168
Change+2 (+1%)
Value$25.8K (-$498)
Filed 2026-10-26
High Point Wealth Management, LLC
INCREASED
Shares166 from 96
Change+70 (+73%)
Value$25.2K (+$10.2K)
Filed 2026-11-05
Livelsberger Financial Advisory
NEW
Shares158
Change+158
Value$24.0K
Filed 2026-10-28
UMB Bank, n.a.
INCREASED
Shares156 from 51
Change+105 (+206%)
Value$23.7K (+$15.8K)
Filed 2026-11-06
Ascentis Wealth Management, LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$23.4K (-$652)
Filed 2026-11-03
Addison Advisors LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$23.1K (-$643)
Filed 2026-11-06
Tradewinds Capital Management, LLC
NEW
Shares150
Change+150
Value$22.8K
Filed 2026-10-23
Catherine Avery Investment Management LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$22.7K (-$631)
Filed 2026-10-14
Nemes Rush Group LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$21.9K (-$609)
Filed 2026-11-04
Kelleher Financial Advisors
DECREASED
Shares142 from 275
Change-133 (-48%)
Value$21.6K (-$21.4K)
Filed 2026-10-30
Hoey Investments, Inc
NEW
Shares137
Change+137
Value$20.8K
Filed 2026-10-29
Advantage Trust Co
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$18.2K (-$508)
Filed 2026-10-19
Financial Perspectives, Inc
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$17.5K (-$487)
Filed 2026-11-03
Tsfg, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$17 ($0)
Filed 2026-10-23
First Command Advisory Services, Inc.
DECREASED
Shares105 from 146
Change-41 (-28%)
Value$16.0K (-$6.9K)
Filed 2026-11-05
Financial Consulate, Inc
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$16.0K (-$444)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares104
Change+104
Value$15.8K
Filed 2026-10-21
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$15.2K (-$423)
Filed 2026-10-08
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares90
Change+90
Value$13.7K
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares80
Change+80
Value$12.1K
Filed 2026-10-29
Polaris Financial Partners
NEW
Shares75
Change+75
Value$11
Filed 2026-10-02
Robbins Farley
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$11.4K (-$317)
Filed 2026-10-21
Mcdonald Partners LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$11.4K (-$318)
Filed 2026-11-03
Wealth Analytics Partners, LLC
NEW
Shares63
Change+63
Value$9.7K
Filed 2026-10-19
PayPay Securities Corp
INCREASED
Shares61 from 58
Change+3 (+5%)
Value$9.3K (+$211)
Filed 2026-10-27
Center for Financial Planning, Inc.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$9.3K (-$259)
Filed 2026-10-26
Chilton Capital Management LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$9.2K (-$217)
Filed 2026-10-28
Register Financial Advisors LLC
INCREASED
Shares58 from 57
Change+1 (+2%)
Value$8.8K (-$170)
Filed 2026-10-23
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$8.1K (-$225)
Filed 2026-10-27
McCarley & Cook Financial Planners
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$6.8K (-$191)
Filed 2026-10-21
Hughes Financial Services, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$6.3K (+$231)
Filed 2026-10-30
Meriwether Wealth & Planning, LLC
NEW
Shares35
Change+35
Value$5.3K
Filed 2026-10-13
Boyd Watterson Asset Management LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$5.3K (-$148)
Filed 2026-11-06
Lloyd Advisory Services, Llc.
NEW
Shares29
Change+29
Value$4.4K
Filed 2026-11-02
Evolution Wealth Management Inc.
INCREASED
Shares29 from 15
Change+14 (+93%)
Value$4.4K (+$2.1K)
Filed 2026-10-28
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$3.8K (-$106)
Filed 2026-10-20
Rakuten Securities, Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$3.7K (-$101)
Filed 2026-11-02
Rydar Equities, Inc.
NEW
Shares18
Change+18
Value$2.8K
Filed 2026-10-13
Central Pacific Bank - Trust Division
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$2.7K (-$76)
Filed 2026-10-06
Activest Wealth Management
DECREASED
Shares15 from 54
Change-39 (-72%)
Value$2.3K (-$6.2K)
Filed 2026-10-15
SYM Financial Corp
DECREASED
Shares12 from 15
Change-3 (-20%)
Value$1.8K (-$520)
Filed 2026-10-26
Hamilton Point Investment Advisors, LLC
NEW
Shares11
Change+11
Value$1.7K
Filed 2026-11-03
Mainstream Capital Management LLC
NEW
Shares9
Change+9
Value$1.4K
Filed 2026-10-23
Proathlete Wealth Management LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.1K (-$22)
Filed 2026-10-15
WPG Advisers, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$912 (-$26)
Filed 2026-10-27
West Branch Capital LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$609 (-$17)
Filed 2026-10-20
Arvest Investments, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$152 (-$4)
Filed 2026-10-21
Scarborough Advisors, LLC
CLOSED
Shares0 from 30,679
Change-30,679 (-100%)
Value$0 (-$4.9M)
Filed 2026-10-16
Cabana LLC
CLOSED
Shares0 from 5,443
Change-5,443 (-100%)
Value$0 (-$851.1K)
Filed 2026-11-04
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 4,243
Change-4,243 (-100%)
Value$0 (-$663.2K)
Filed 2026-10-21
KPP Advisory Services LLC
CLOSED
Shares0 from 2,383
Change-2,383 (-100%)
Value$0 (-$372.5K)
Filed 2026-10-26
Vicus Capital
CLOSED
Shares0 from 1,506
Change-1,506 (-100%)
Value$0 (-$235.5K)
Filed 2026-11-05
TCV Trust & Wealth Management, Inc.
CLOSED
Shares0 from 1,391
Change-1,391 (-100%)
Value$0 (-$217.4K)
Filed 2026-10-16
LJI Wealth Management, LLC
CLOSED
Shares0 from 1,381
Change-1,381 (-100%)
Value$0 (-$215.8K)
Filed 2026-10-28
TigerOak Management, L.L.C.
CLOSED
Shares0 from 1,351
Change-1,351 (-100%)
Value$0 (-$211.2K)
Filed 2026-10-23
Verum Partners LLC
CLOSED
Shares0 from 1,349
Change-1,349 (-100%)
Value$0 (-$210.8K)
Filed 2026-10-21
Collective Family Office LLC
CLOSED
Shares0 from 1,345
Change-1,345 (-100%)
Value$0 (-$210.2K)
Filed 2026-10-05
Accurate Wealth Management, LLC
CLOSED
Shares0 from 1,307
Change-1,307 (-100%)
Value$0 (-$208.4K)
Filed 2026-10-20
Aaron Wealth Advisors LLC
CLOSED
Shares0 from 1,306
Change-1,306 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-13
Decision Investments, Inc
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-07
Krane Financial Solutions LLC
CLOSED
Shares0 from 1,299
Change-1,299 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-30
Rise Advisors, LLC
CLOSED
Shares0 from 1,297
Change-1,297 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-16
Farrell Financial LLC
CLOSED
Shares0 from 1,292
Change-1,292 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-16
Clearwater Capital Advisors, LLC
CLOSED
Shares0 from 1,289
Change-1,289 (-100%)
Value$0 (-$201.5K)
Filed 2026-11-06
True Private Wealth Advisors
CLOSED
Shares0 from 1,284
Change-1,284 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-19
BankPlus Trust Department
CLOSED
Shares0 from 1,280
Change-1,280 (-100%)
Value$0 (-$200.1K)
Filed 2026-11-06
NBT Bank, N.A.
CLOSED
Shares0 from 1,108
Change-1,108 (-100%)
Value$0 (-$173.2K)
Filed 2026-10-21
LifeSteps Financial, Inc.
CLOSED
Shares0 from 809
Change-809 (-100%)
Value$0 (-$126.4K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 460
Change-460 (-100%)
Value$0 (-$71.9K)
Filed 2026-10-13
DecisionPoint Financial, LLC
CLOSED
Shares0 from 414
Change-414 (-100%)
Value$0 (-$65.0K)
Filed 2026-10-27
Provident Wealth Management, LLC
CLOSED
Shares0 from 336
Change-336 (-100%)
Value$0 (-$52.5K)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 191
Change-191 (-100%)
Value$0 (-$29.9K)
Filed 2026-10-26
Atlatl Advisers LLC
CLOSED
Shares0 from 178
Change-178 (-100%)
Value$0 (-$27.8K)
Filed 2026-10-22
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 133
Change-133 (-100%)
Value$0 (-$18)
Filed 2026-11-06
Sunrise Financial Services, LLC
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-14
Compagnie Lombard Odier SCmA
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Holos Integrated Wealth LLC
UNCHANGED
Shares0 from 0
Change0
Value$78 (-$1)
Filed 2026-10-23
Bank of America Corp
N/A
Shares— from 7,018,222
Change-7,018,222 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,569,499
Change-6,569,499 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,865,664
Change-3,865,664 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,079,966
Change-3,079,966 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,697,759
Change-2,697,759 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,607,768
Change-1,607,768 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,576,255
Change-1,576,255 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,229,015
Change-1,229,015 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,106,849
Change-1,106,849 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 797,353
Change-797,353 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 592,143
Change-592,143 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 572,204
Change-572,204 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 562,230
Change-562,230 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 497,660
Change-497,660 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 492,688
Change-492,688 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 478,071
Change-478,071 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 330,484
Change-330,484 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 325,885
Change-325,885 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 318,240
Change-318,240 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 315,359
Change-315,359 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 307,307
Change-307,307 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 299,005
Change-299,005 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 276,587
Change-276,587 (-100%)
Value—
Commerce Bank
N/A
Shares— from 275,338
Change-275,338 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 270,057
Change-270,057 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 251,468
Change-251,468 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 249,302
Change-249,302 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 249,102
Change-249,102 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 242,437
Change-242,437 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 240,143
Change-240,143 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 231,257
Change-231,257 (-100%)
Value—
FMR LLC
N/A
Shares— from 202,534
Change-202,534 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 186,082
Change-186,082 (-100%)
Value—
Myda Advisors LLC
N/A
Shares— from 175,000
Change-175,000 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 174,560
Change-174,560 (-100%)
Value—
Blair William & Co
N/A
Shares— from 167,181
Change-167,181 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 162,879
Change-162,879 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 162,484
Change-162,484 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 148,381
Change-148,381 (-100%)
Value—
&partners
N/A
Shares— from 145,538
Change-145,538 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 142,561
Change-142,561 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 140,591
Change-140,591 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 137,299
Change-137,299 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 133,522
Change-133,522 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 126,317
Change-126,317 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 125,694
Change-125,694 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 125,600
Change-125,600 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 124,681
Change-124,681 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 124,327
Change-124,327 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 120,146
Change-120,146 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 116,340
Change-116,340 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 113,560
Change-113,560 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 105,317
Change-105,317 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 99,362
Change-99,362 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 98,909
Change-98,909 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 97,532
Change-97,532 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 96,092
Change-96,092 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 94,578
Change-94,578 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 86,786
Change-86,786 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 86,496
Change-86,496 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 80,417
Change-80,417 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 79,043
Change-79,043 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 74,982
Change-74,982 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 74,144
Change-74,144 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 65,266
Change-65,266 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 64,147
Change-64,147 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 62,910
Change-62,910 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 61,205
Change-61,205 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 61,063
Change-61,063 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 60,051
Change-60,051 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 56,752
Change-56,752 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 54,926
Change-54,926 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 53,630
Change-53,630 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 52,632
Change-52,632 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 52,537
Change-52,537 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 48,843
Change-48,843 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 48,287
Change-48,287 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 46,304
Change-46,304 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 45,050
Change-45,050 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 42,946
Change-42,946 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 40,167
Change-40,167 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 39,690
Change-39,690 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 38,673
Change-38,673 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 37,794
Change-37,794 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 37,421
Change-37,421 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 36,710
Change-36,710 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 36,386
Change-36,386 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 36,003
Change-36,003 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 34,954
Change-34,954 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 34,863
Change-34,863 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 34,306
Change-34,306 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 31,801
Change-31,801 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 31,647
Change-31,647 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 31,323
Change-31,323 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 31,112
Change-31,112 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 30,828
Change-30,828 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 30,760
Change-30,760 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 30,627
Change-30,627 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 30,459
Change-30,459 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 29,127
Change-29,127 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 28,927
Change-28,927 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 28,874
Change-28,874 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 28,373
Change-28,373 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 28,097
Change-28,097 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 27,770
Change-27,770 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 27,759
Change-27,759 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 27,702
Change-27,702 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 27,631
Change-27,631 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 27,511
Change-27,511 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 27,372
Change-27,372 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 27,268
Change-27,268 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 26,940
Change-26,940 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 26,811
Change-26,811 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 26,593
Change-26,593 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 26,246
Change-26,246 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 26,018
Change-26,018 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 25,997
Change-25,997 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 25,696
Change-25,696 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 25,100
Change-25,100 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 25,050
Change-25,050 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 24,974
Change-24,974 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 24,618
Change-24,618 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 24,201
Change-24,201 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 23,664
Change-23,664 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 23,417
Change-23,417 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 23,412
Change-23,412 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 23,291
Change-23,291 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 23,216
Change-23,216 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 22,545
Change-22,545 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 22,162
Change-22,162 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 22,102
Change-22,102 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 21,912
Change-21,912 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 20,948
Change-20,948 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 20,674
Change-20,674 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 20,074
Change-20,074 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 19,888
Change-19,888 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 19,587
Change-19,587 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 19,151
Change-19,151 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 19,140
Change-19,140 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 18,905
Change-18,905 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 18,712
Change-18,712 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 18,664
Change-18,664 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 18,620
Change-18,620 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 18,525
Change-18,525 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 18,507
Change-18,507 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 18,179
Change-18,179 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 17,673
Change-17,673 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 17,317
Change-17,317 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 17,116
Change-17,116 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 16,920
Change-16,920 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 16,651
Change-16,651 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 16,312
Change-16,312 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 16,229
Change-16,229 (-100%)
Value—
Stephens Inc
N/A
Shares— from 15,955
Change-15,955 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 15,910
Change-15,910 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 15,755
Change-15,755 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 15,387
Change-15,387 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 15,366
Change-15,366 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 15,089
Change-15,089 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 14,974
Change-14,974 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 14,950
Change-14,950 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 14,936
Change-14,936 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,745
Change-14,745 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 14,670
Change-14,670 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 14,458
Change-14,458 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 14,428
Change-14,428 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,343
Change-14,343 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 14,343
Change-14,343 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 14,338
Change-14,338 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 14,319
Change-14,319 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 14,260
Change-14,260 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 14,228
Change-14,228 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 14,193
Change-14,193 (-100%)
Value—
Simmons Bank
N/A
Shares— from 14,169
Change-14,169 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 14,145
Change-14,145 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 14,118
Change-14,118 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 13,900
Change-13,900 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 13,686
Change-13,686 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 13,303
Change-13,303 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 13,183
Change-13,183 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 13,141
Change-13,141 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 13,129
Change-13,129 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 13,111
Change-13,111 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 12,929
Change-12,929 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,860
Change-12,860 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 12,621
Change-12,621 (-100%)
Value—
Nwam LLC
N/A
Shares— from 12,597
Change-12,597 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 12,486
Change-12,486 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 12,473
Change-12,473 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 12,461
Change-12,461 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 12,429
Change-12,429 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,277
Change-12,277 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 12,274
Change-12,274 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 12,038
Change-12,038 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,970
Change-11,970 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 11,951
Change-11,951 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 11,883
Change-11,883 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 11,863
Change-11,863 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 11,846
Change-11,846 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 11,734
Change-11,734 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 11,674
Change-11,674 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 11,563
Change-11,563 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 11,383
Change-11,383 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 11,056
Change-11,056 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 10,971
Change-10,971 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 10,901
Change-10,901 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 10,888
Change-10,888 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 10,785
Change-10,785 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 10,715
Change-10,715 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 10,710
Change-10,710 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 10,686
Change-10,686 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 10,517
Change-10,517 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,467
Change-10,467 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 10,370
Change-10,370 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 10,158
Change-10,158 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 10,115
Change-10,115 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 10,073
Change-10,073 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 9,995
Change-9,995 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 9,975
Change-9,975 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 9,932
Change-9,932 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 9,913
Change-9,913 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 9,630
Change-9,630 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 9,583
Change-9,583 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 9,565
Change-9,565 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 9,462
Change-9,462 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,374
Change-9,374 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 9,220
Change-9,220 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 9,070
Change-9,070 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 9,067
Change-9,067 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 9,064
Change-9,064 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 9,051
Change-9,051 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 8,969
Change-8,969 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 8,789
Change-8,789 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 8,246
Change-8,246 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 8,228
Change-8,228 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 8,168
Change-8,168 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 8,019
Change-8,019 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 8,014
Change-8,014 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 7,971
Change-7,971 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 7,852
Change-7,852 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 7,830
Change-7,830 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 7,811
Change-7,811 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 7,752
Change-7,752 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 7,576
Change-7,576 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 7,575
Change-7,575 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 7,436
Change-7,436 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 7,294
Change-7,294 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 7,205
Change-7,205 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 7,043
Change-7,043 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 7,013
Change-7,013 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 6,980
Change-6,980 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 6,928
Change-6,928 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 6,835
Change-6,835 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 6,754
Change-6,754 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 6,575
Change-6,575 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 6,530
Change-6,530 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 6,361
Change-6,361 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 6,295
Change-6,295 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 6,260
Change-6,260 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 6,258
Change-6,258 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 6,167
Change-6,167 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 6,129
Change-6,129 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,019
Change-6,019 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 5,818
Change-5,818 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 5,795
Change-5,795 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 5,787
Change-5,787 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 5,591
Change-5,591 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 5,579
Change-5,579 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 5,490
Change-5,490 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 5,396
Change-5,396 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 5,243
Change-5,243 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 5,211
Change-5,211 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 5,188
Change-5,188 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,135
Change-5,135 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 5,115
Change-5,115 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 5,105
Change-5,105 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,083
Change-5,083 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,002
Change-5,002 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,954
Change-4,954 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 4,774
Change-4,774 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,728
Change-4,728 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 4,701
Change-4,701 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,630
Change-4,630 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 4,621
Change-4,621 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 4,600
Change-4,600 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 4,526
Change-4,526 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 4,457
Change-4,457 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 4,362
Change-4,362 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 4,209
Change-4,209 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 4,058
Change-4,058 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 4,053
Change-4,053 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,037
Change-4,037 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,993
Change-3,993 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 3,962
Change-3,962 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,765
Change-3,765 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,605
Change-3,605 (-100%)
Value—
Rogco, LP
N/A
Shares— from 3,590
Change-3,590 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 3,551
Change-3,551 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 3,504
Change-3,504 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,426
Change-3,426 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,412
Change-3,412 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 3,360
Change-3,360 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 3,356
Change-3,356 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,271
Change-3,271 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 3,270
Change-3,270 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 3,270
Change-3,270 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 3,180
Change-3,180 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 3,157
Change-3,157 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 3,114
Change-3,114 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 3,039
Change-3,039 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 3,010
Change-3,010 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 2,996
Change-2,996 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 2,895
Change-2,895 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 2,713
Change-2,713 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,671
Change-2,671 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,627
Change-2,627 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,619
Change-2,619 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 2,568
Change-2,568 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,503
Change-2,503 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 2,483
Change-2,483 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 2,422
Change-2,422 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
United Bank
N/A
Shares— from 2,399
Change-2,399 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,315
Change-2,315 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 2,176
Change-2,176 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,130
Change-2,130 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 2,110
Change-2,110 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,033
Change-2,033 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 1,988
Change-1,988 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 1,979
Change-1,979 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 1,976
Change-1,976 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,972
Change-1,972 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,956
Change-1,956 (-100%)
Value—
S&T Bank
N/A
Shares— from 1,955
Change-1,955 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 1,867
Change-1,867 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,860
Change-1,860 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 1,779
Change-1,779 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 1,717
Change-1,717 (-100%)
Value—
Motco
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 1,524
Change-1,524 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
American Trust
N/A
Shares— from 1,502
Change-1,502 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 1,477
Change-1,477 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 1,470
Change-1,470 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,410
Change-1,410 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,407
Change-1,407 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 1,406
Change-1,406 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,402
Change-1,402 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,357
Change-1,357 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 1,316
Change-1,316 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 963
Change-963 (-100%)
Value—
EFG International AG
N/A
Shares— from 961
Change-961 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 937
Change-937 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 894
Change-894 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 736
Change-736 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 677
Change-677 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 667
Change-667 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 498
Change-498 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 483
Change-483 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 482
Change-482 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 432
Change-432 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 432
Change-432 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 396
Change-396 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 389
Change-389 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 389
Change-389 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 372
Change-372 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 341
Change-341 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 311
Change-311 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 282
Change-282 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 261
Change-261 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 241
Change-241 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 181
Change-181 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 140
Change-140 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 133
Change-133 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 129
Change-129 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 127
Change-127 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 88
Change-88 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 34
Change-34 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 0
Change0
Value—
Status
PNC Financial Services Group, Inc.
DECREASED3,427,5133,462,669-35,156-1%$541.2M$521.2M-$20.0M2026-11-06
LPL Financial LLC
INCREASED1,905,8061,861,748+44,058+2%$291.0M$289.8M-$1.2M2026-11-06
Bank of New York Mellon Corp
DECREASED1,570,0331,589,062-19,029-1%$248.4M$238.8M-$9.6M2026-11-05
Truist Financial Corp
DECREASED1,064,5121,085,765-21,253-2%$169.7M$161.9M-$7.8M2026-10-30
US Bancorp \de\
DECREASED1,038,8391,086,066-47,227-4%$169.8M$158.0M-$11.8M2026-11-05
Howard Capital Management, LLC
UNCHANGED1,011,4271,011,42700%$158.1M$153.8M-$4.3M2026-10-16
Fifth Third Bancorp
INCREASED662,481658,941+3,540+1%$103.0M$100.7M-$2.2M2026-11-05
Northside Capital Management, LLC
INCREASED651,393651,372+210%$101.8M$99.1M-$2.8M2026-10-13
Commonwealth Equity Services, LLC
DECREASED568,018573,403-5,385-1%$89.6M$86.4M-$3.2M2026-11-02
Sterling Investment Advisors, Ltd.
INCREASED354,985305,312+49,673+16%$23.5M$25.2M+$1.7M2026-10-27
AMG National Trust Bank
INCREASED336,991320,541+16,450+5%$50.1M$51.2M+$1.1M2026-11-05
Creative Planning
INCREASED319,421318,441+980+0%$49.8M$48.6M-$1.2M2026-11-02
HB Wealth Management, LLC
INCREASED222,372199,537+22,835+11%$31.2M$33.8M+$2.6M2026-10-23
Assetmark, Inc
DECREASED213,884219,483-5,599-3%$34.3M$32.5M-$1.8M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED185,760187,543-1,783-1%$29.3M$28.2K-$29.3M2026-11-02
Valmark Advisers, Inc.
INCREASED183,556179,186+4,370+2%$28.0M$27.9M-$93.4K2026-11-06
Ellis Investment Partners, LLC
DECREASED166,482184,501-18,019-10%$28.8M$25.3M-$3.5M2026-10-21
Kestra Advisory Services, LLC
INCREASED160,192145,607+14,585+10%$22.8M$24.4M+$1.6M2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED157,254160,088-2,834-2%$24.3M$23.2M-$1.1M2026-10-13
GW Henssler & Associates LTD
INCREASED154,801147,515+7,286+5%$23.1M$23.5M+$484.0K2026-10-26
Fifth Third Wealth Advisors LLC
INCREASED139,461139,358+103+0%$21.8M$21.2M-$573.8K2026-10-22
Davenport & Co LLC
INCREASED132,162122,671+9,491+8%$19.2M$20.1M+$924.3K2026-10-14
Capital Investment Advisors, LLC
DECREASED123,473126,029-2,556-2%$19.7M$18.8M-$921.9K2026-10-22
Kwmg, LLC
INCREASED120,457114,949+5,508+5%$18.0M$18.3M+$351.4K2026-10-07
NTV Asset Management LLC
INCREASED107,304104,700+2,604+2%$16.4M$16.3M-$46.8K2026-10-23
Cullen T Bankers, Inc.
DECREASED105,099111,795-6,696-6%$17.5M$16.0M-$1.5M2026-10-28
JGP Wealth Management, LLC
INCREASED100,47890,968+9,510+10%$14.2M$15.3M+$1.1M2026-10-13
Powell Investment Advisors, LLC
INCREASED99,51299,237+275+0%$15.5M$15.1M-$378.0K2026-10-22
Lido Advisors, LLC
DECREASED99,282104,539-5,257-5%$16.3M$15.1M-$1.2M2026-11-04
Raab & Moskowitz Asset Management LLC
INCREASED94,25583,948+10,307+12%$13.1M$14.3M+$1.2M2026-11-02
North Star Investment Management Corp.
DECREASED82,76182,829-680%$12.9M$12.6M-$360.7K2026-10-27
TD Private Client Wealth LLC
INCREASED80,63480,521+113+0%$12.6M$12.3M-$323.4K2026-10-28
First United Bank & Trust
INCREASED77,37174,743+2,628+4%$11.7M$11.8M+$83.5K2026-10-22
White Lighthouse Investment Management Inc.
INCREASED74,39070,028+4,362+6%$10.9M$11.3M+$367.0K2026-10-21
Allen Investment Management, LLC
UNCHANGED72,97372,97300%$11.4M$11.1M-$308.7K2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED69,35466,042+3,312+5%$10.3M$10.5M+$224.2K2026-10-23
Old National Bancorp
DECREASED67,57867,856-2780%$10.6M$10.3M-$329.3K2026-10-20
Asset Advisors Investment Management, LLC
DECREASED59,47161,066-1,595-3%$9.5M$9.0M-$500.9K2026-10-19
Dumont & Blake Investment Advisors LLC
DECREASED58,58858,830-2420%$9.2M$8.9M-$285.6K2026-10-28
Beaumont Financial Advisors, LLC
INCREASED56,99655,713+1,283+2%$8.7M$8.7M-$40.6K2026-10-22
Oppenheimer & Co Inc
INCREASED55,17251,477+3,695+7%$8.0M$8.4M+$344.2K2026-10-26
Prospera Financial Services Inc
INCREASED53,64953,416+233+0%$8.3M$8.7M+$370.5K2026-11-04
Amarillo National Bank
DECREASED53,23053,355-1250%$8.3M$8.1M-$244.7K2026-10-23
KCM Investment Advisors LLC
INCREASED52,68452,670+14+0%$8.2M$8.0M-$220.7K2026-10-27
Wealth Quarterback LLC
INCREASED52,61050,050+2,560+5%$7.8M$8.0M+$177.7K2026-10-20
Linscomb Wealth, Inc.
DECREASED50,35651,281-925-2%$8.0M$7.7M-$357.5K2026-11-05
Bokf, NA
DECREASED50,32750,965-638-1%$8.0M$7.7M-$312.6K2026-10-27
Carret Asset Management, LLC
DECREASED49,62750,334-707-1%$7.9M$7.5M-$320.5K2026-11-04
Citizens Financial Group Inc
INCREASED49,19940,029+9,170+23%$6.3M$7.5M+$1.2M2026-10-23
Lee Financial Co
DECREASED47,28847,600-312-1%$7.4M$7.2M-$248.8K2026-10-16
Prime Capital Investment Advisors, LLC
INCREASED47,10846,459+649+1%$7.3M$7.2M-$97.9K2026-10-20
LMG Wealth Partners, LLC
INCREASED46,93746,677+260+1%$7.3M$7.1M-$157.9K2026-11-05
Glenview Trust Co
DECREASED46,59846,963-365-1%$7.3M$7.1M-$254.2K2026-10-28
Pinnacle Financial Group, LLC / IL
DECREASED46,45646,503-470%$7.3M$7.1M-$203.8K2026-10-29
Verus Financial Partners, Inc.
DECREASED43,87544,284-409-1%$6.9M$6.7M-$249.5K2026-10-29
IFG Advisors, LLC
DECREASED43,53244,952-1,420-3%$7.0M$6.6M-$406.2K2026-10-15
Integrated Advisors Network LLC
DECREASED43,26445,413-2,149-5%$7.1M$6.6M-$518.8K2026-10-20
D.A. Davidson & Co.
DECREASED42,74644,716-1,970-4%$7.0M$6.5M-$488.8K2026-10-28
Highland Capital Management, LLC
INCREASED42,61541,785+830+2%$6.5M$6.5M-$50.5K2026-10-26
IFP Advisors, Inc
INCREASED42,21141,768+443+1%$6.5M$6.4M-$109.3K2026-10-16
Principle Wealth Partners LLC
DECREASED41,98742,009-220%$6.6M$6.4M-$180.9K2026-11-02
Joseph P. Lucia & Associates, LLC
INCREASED40,89236,386+4,506+12%$5.7M$6.2M+$531.3K2026-10-30
Fifth Third Securities, Inc.
DECREASED39,50839,914-406-1%$6.2M$6.0M-$230.6K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED39,19432,577+6,617+20%$5.1M$6.0M+$868.4K2026-10-16
Pinnacle Associates LTD
INCREASED39,17638,734+442+1%$6.1M$6.0M-$96.6K2026-10-20
Focus Wealth Advisors, LLC
DECREASED38,36539,099-734-2%$6.1M$5.8M-$277.1K2026-10-14
Landaas & Co
INCREASED36,92636,439+487+1%$5.7M$5.6M-$80.1K2026-10-29
Eagle Bay Advisors LLC
DECREASED36,71038,710-2,000-5%$6.1M$5.6M-$467.9K2026-10-16
J.W. Cole Advisors, Inc.
DECREASED36,48337,924-1,441-4%$5.9M$5.5M-$379.5K2026-11-05
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED35,01035,005+5+0%$5.5M$5.3M-$147.3K2026-10-15
Laurel OAK Wealth Management, LLC
INCREASED34,95134,007+944+3%$5.3M$5.3M-$1902026-10-19
Allworth Financial LP
INCREASED34,80930,655+4,154+14%$4.8M$5.4M+$649.3K2026-11-06
Clearstead Advisors, LLC
DECREASED34,63935,053-414-1%$5.5M$5.3M-$211.2K2026-11-06
Cornerstone Advisors Asset Management, LLC
DECREASED34,35139,604-5,253-13%$6.2M$5.2M-$966.4K2026-11-06
Klingman & Associates, LLC
INCREASED33,96432,133+1,831+6%$5.0M$5.2M+$142.5K2026-10-20
Cornerstone Management, Inc.
INCREASED33,89132,916+975+3%$5.1M$5.2M+$9.0K2026-10-16
Taylor Financial Group, Inc.
INCREASED33,70730,431+3,276+11%$4.8M$5.1M+$369.4K2026-11-02
Farther Finance Advisors, LLC
INCREASED33,46130,463+2,998+10%$4.8M$5.1M+$327.0K2026-10-08
Ironwood Financial, llc
DECREASED33,02733,288-261-1%$5.3M$5.0M-$319.9K2026-10-20
Albion Financial Group
UNCHANGED32,94532,94500%$5.1M$5.0M-$139.4K2026-10-21
Exchange Traded Concepts, LLC
DECREASED32,64436,663-4,019-11%$5.7M$5.0M-$766.3K2026-10-28
Gallagher Capital Advisors, LLC
INCREASED31,89231,658+234+1%$4.9M$4.8M-$98.3K2026-10-09
Ferguson Wellman Capital Management, Inc
INCREASED31,72931,252+477+2%$4.9M$4.8M-$59.7K2026-10-05
Keybank National Association
DECREASED31,06631,675-609-2%$5.0M$4.7M-$226.6K2026-11-04
Mechanics Bank Trust Department
DECREASED30,92531,068-1430%$4.9M$4.7M-$153.2K2026-10-13
Omega Financial Group, LLC
DECREASED30,44531,077-632-2%$4.9M$4.6M-$227.5K2026-10-29
Miller Howard Investments Inc
DECREASED30,407150,229-119,822-80%$23.5M$4.6M-$18.9M2026-10-26
Fulton Bank, N.A.
DECREASED30,02830,258-230-1%$4.7M$4.6M-$163.0K2026-10-14
St. Clair Advisors, LLC
INCREASED29,72329,720+3+0%$4.6M$4.5M-$125.3K2026-10-13
Simon Quick Advisors, LLC
INCREASED29,71129,158+553+2%$4.6M$4.5M-$39.2K2026-10-26
Balentine LLC
DECREASED29,66432,674-3,010-9%$5.1M$4.5M-$596.0K2026-11-03
Townsend Asset Management Corp
INCREASED29,43429,397+37+0%$4.6M$4.5M-$118.7K2026-10-29
Mine & Arao Wealth Creation & Management, Llc.
INCREASED29,25629,171+85+0%$4.6M$4.4M-$110.3K2026-10-29
MV Capital Management, Inc.
DECREASED28,62232,643-4,021-12%$5.1M$4.4M-$749.7K2026-10-29
Deutsche Bank Ag\
DECREASED28,42334,478-6,055-18%$5.4M$4.3M-$1.1M2026-11-06
Burke & Herbert Bank & Trust Co
DECREASED28,14328,255-1120%$4.4M$4.3M-$136.6K2026-11-02
Shulman DeMeo Asset Management LLC
DECREASED27,93928,586-647-2%$4.5M$4.3M-$190.6K2026-10-09
Fulton Breakefield Broenniman LLC
INCREASED27,61626,312+1,304+5%$4.1M$4.2M+$87.0K2026-11-03
Graves Light Lenhart Wealth, Inc.
DECREASED27,16827,245-770%$4.3M$4.1M-$127.0K2026-10-09
My Personal CFO, LLC
DECREASED27,13127,546-415-2%$4.3M$4.1M-$179.7K2026-10-14
Mission Wealth Management, LP
DECREASED26,53328,539-2,006-7%$4.5M$4.0M-$425.9K2026-10-15
Wealthcare Advisory Partners LLC
INCREASED26,00825,192+816+3%$3.9M$4.0M+$17.5K2026-10-21
PKS Advisory Services, LLC
UNCHANGED25,71125,71100%$4.0M$4.0M$02026-10-26
AlphaCore Capital LLC
DECREASED25,57627,079-1,503-6%$4.2M$3.9M-$343.0K2026-11-04
Stackstone Wealth, LLC
NEW25,524—+25,524——$3.9M—2026-10-19
Inman Jager Wealth Management, LLC
INCREASED25,22925,163+66+0%$3.9M$3.8M-$96.4K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED25,15724,893+264+1%$3.9M$3.8M-$65.2K2026-11-03
Wedbush Securities Inc
INCREASED24,53823,112+1,426+6%$3.6M$3.7K-$3.6M2026-10-22
Guidance Point Advisors, LLC
DECREASED24,14324,247-1040%$3.8M$3.7M-$118.9K2026-10-15
CMG Global Holdings, LLC
INCREASED24,09223,303+789+3%$3.6M$3.7M+$21.4K2026-10-14
JFS Wealth Advisors, LLC
DECREASED23,03523,241-206-1%$3.6M$3.5M-$129.7K2026-11-03
Sonata Capital Group Inc
DECREASED22,97623,442-466-2%$3.7M$3.5M-$170.0K2026-10-19
Chicago Partners Investment Group LLC
INCREASED22,77322,660+113+1%$3.6M$3.7M+$26.9K2026-10-27
Valeo Financial Advisors, LLC
DECREASED22,64924,347-1,698-7%$3.8M$3.4M-$361.2K2026-10-08
Wolff Wiese Magana LLC
INCREASED22,15422,000+154+1%$3.4M$3.4M-$69.6K2026-10-15
High Net Worth Advisory Group LLC
INCREASED21,93521,925+10+0%$3.4M$3.3M-$91.3K2026-10-26
PW Nova Financial Services LLC
INCREASED21,88119,448+2,433+13%$3.0M$3.3M+$287.7K2026-10-15
Savant Capital, LLC
INCREASED21,86418,086+3,778+21%$2.9M$3.3M+$473.3K2026-11-06
Chatham Capital Group, Inc.
INCREASED21,8488,298+13,550+163%$1.3M$3.3M+$2.0M2026-10-16
SBI Securities Co., Ltd.
INCREASED21,51221,473+39+0%$3.4M$3.3M-$84.9K2026-10-22
Narwhal Capital Management
INCREASED21,01921,008+11+0%$3.3M$3.2M-$87.2K2026-11-04
Crescent Grove Advisors, LLC
INCREASED20,40020,085+315+2%$3.1M$3.1M-$37.1K2026-10-21
Heck Capital Advisors, LLC
NEW20,000—+20,000——$3.0M—2026-10-14
Robertson Stephens Wealth Management, LLC
INCREASED19,85410,247+9,607+94%$1.6M$3.0M+$1.4M2026-10-16
Joel Isaacson & Co., LLC
INCREASED19,60619,601+5+0%$3.1M$3.0M-$82.1K2026-11-05
Merit Financial Group, LLC
DECREASED19,47619,769-293-1%$3.1M$3.0M-$128.2K2026-11-06
Level Four Advisory Services, LLC
INCREASED19,39419,247+147+1%$3.0M$2.9M-$59.1K2026-11-06
Sigma Planning Corp
DECREASED19,24320,580-1,337-6%$3.2M$2.9M-$303.3K2026-10-23
Howland Capital Management LLC
DECREASED19,19020,089-899-4%$3.1M$2.9M-$221.7K2026-10-22
SAX Wealth Advisors, LLC
INCREASED19,08917,381+1,708+10%$2.6M$2.9M+$271.2K2026-10-13
Corundum Group, Inc.
NEW18,840—+18,840——$2.9M—2026-10-28
Corundum Trust Company, Inc
UNCHANGED18,84018,84000%$2.9M$2.9M-$79.7K2026-10-29
Csenge Advisory Group
INCREASED18,64318,493+150+1%$2.9M$2.8M-$55.5K2026-11-04
Cypress Wealth Services, LLC
DECREASED18,46518,526-610%$2.9M$2.8M-$53.5K2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED18,24616,467+1,779+11%$2.6M$2.8M+$200.9K2026-10-14
Wesbanco Bank Inc
DECREASED17,93818,151-213-1%$2.8M$2.7M-$109.2K2026-11-04
Smith Shellnut Wilson LLC
UNCHANGED17,67717,67700%$2.8M$2.7M-$74.8K2026-10-21
Hazlett, Burt & Watson, Inc.
DECREASED17,63619,130-1,494-8%$2.7M$2.4M-$305.0K2026-11-04
Sowell Financial Services LLC
DECREASED17,63018,027-397-2%$2.8M$2.7M-$136.6K2026-10-23
Parallel Advisors, LLC
INCREASED17,37316,404+969+6%$2.6M$2.6M+$77.9K2026-11-03
Thrivent Financial for Lutherans
INCREASED17,3086,151+11,157+181%$962.0K$2.6M+$1.7M2026-11-05
Franklin Street Advisors Inc
UNCHANGED17,00017,00000%$2.7M$2.6M-$71.9K2026-10-13
Midwest Trust Co
DECREASED16,95017,101-151-1%$2.7M$2.6M-$95.3K2026-10-22
HBK Sorce Advisory LLC
DECREASED16,89620,620-3,724-18%$3.3M$2.7M-$610.8K2026-11-06
TD Waterhouse Canada Inc.
DECREASED16,78619,056-2,270-12%$3.0M$2.6M-$427.8K2026-10-16
Canandaigua National Bank & Trust Co
DECREASED16,77817,232-454-3%$2.7M$2.6M-$141.9K2026-10-07
Trifecta Capital Advisors, LLC
UNCHANGED16,66016,66000%$2.6M$2.5M-$70.5K2026-10-21
Park National Corp
DECREASED16,48516,672-187-1%$2.6M$2.5M-$99.0K2026-10-05
Sapient Capital LLC
UNCHANGED16,47416,47400%$2.6M$2.5M-$69.7K2026-10-08
Magnus Financial Group LLC
INCREASED16,07415,951+123+1%$2.5M$2.4M-$48.7K2026-10-21
Avidian Wealth Enterprises, LLC
INCREASED15,94913,708+2,241+16%$2.1M$2.4M+$282.8K2026-10-08
Perigon Wealth Management, LLC
INCREASED15,94015,652+288+2%$2.4M$2.4M-$22.4K2026-10-22
Eagle Strategies LLC
DECREASED15,75015,831-81-1%$2.5M$2.4M-$79.4K2026-10-16
New South Capital Management Inc
UNCHANGED15,68015,68000%$2.5M$2.4M-$66.3K2026-11-05
Granite FO LLC
UNCHANGED15,58715,58700%$2.4M$2.4M-$65.9K2026-10-14
WealthBridge Capital Management, LLC
INCREASED15,54015,480+60+0%$2.4M$2.4M-$56.4K2026-10-16
Kaydan Wealth Management, Inc.
DECREASED15,47916,230-751-5%$2.5M$2.4M-$182.8K2026-10-08
Independence Bank of Kentucky
DECREASED15,47015,570-100-1%$2.4M$2.4M-$81.1K2026-10-26
Salem Investment Counselors Inc
UNCHANGED15,25315,25300%$2.4M$2.3M-$64.5K2026-10-13
City Holding Co
DECREASED15,23115,792-561-4%$2.5M$2.3M-$152.1K2026-10-19
David J Yvars Group
INCREASED15,10014,515+585+4%$2.3M$2.3M+$26.4K2026-10-09
Peoples Bank
INCREASED14,81714,600+217+1%$2.3M$2.3M-$28.8K2026-10-09
Carbahal Olsen Financial Services Group, LLC
INCREASED14,78513,271+1,514+11%$2.1M$2.2M+$174.1K2026-11-05
Lanark Financial, Inc.
INCREASED14,41013,700+710+5%$2.1M$2.2M+$50.0K2026-10-26
First Citizens Bank & Trust Co
DECREASED14,31314,643-330-2%$2.3M$2.2M-$112.1K2026-10-14
Laurel Wealth Advisors LLC
UNCHANGED14,28814,28800%$2.2M$2.2M-$60.4K2026-10-27
Wavvest Wealth LLC
NEW14,111—+14,111——$2.1M—2026-10-21
Crossmark Global Holdings, Inc.
UNCHANGED14,02814,02800%$2.2M$2.1M-$59.3K2026-10-21
First Nebraska Trust Co
INCREASED13,99913,407+592+4%$2.1M$2.1M+$33.3K2026-10-30
Private Capital Advisors, Inc.
UNCHANGED13,97513,97500%$2.2M$2.1M-$59.1K2026-10-06
Cornell Pochily Investment Advisors, Inc.
INCREASED13,93913,500+439+3%$2.1M$2.1M+$9.6K2026-10-19
Millennium Capital Advisors, LLC
INCREASED13,92113,909+12+0%$2.2M$2.1M-$57.3K2026-10-16
Bensler, LLC
DECREASED13,77414,336-562-4%$2.2M$2.1M-$146.1K2026-11-05
MSH Capital Advisors LLC
INCREASED13,57613,451+125+1%$2.1M$2.1M-$37.8K2026-11-03
Flagship Harbor Advisors, LLC
DECREASED13,53113,766-235-2%$2.2M$2.1M-$93.9K2026-10-26
Regions Financial Corp
DECREASED13,53017,387-3,857-22%$2.7M$2.1M-$660.1K2026-11-05
Darden Wealth Group Inc
DECREASED13,49713,570-73-1%$2.1M$2.1M-$68.4K2026-11-06
Pinnacle Bancorp, Inc.
UNCHANGED13,38213,38200%$2.1M$2.0M-$56.6K2026-10-21
Park Avenue Securities LLC
DECREASED13,21713,974-757-5%$2.2M$2.0K-$2.2M2026-10-26
Legacy Private Trust Co.
UNCHANGED13,08413,08400%$2.0M$2.0M-$55.3K2026-10-06
Cove Private Wealth, LLC
UNCHANGED12,92712,92700%$2.0M$2.0M-$54.7K2026-10-28
ADG Wealth Management Group, LLC
INCREASED12,90512,655+250+2%$2.0M$2.0M-$15.6K2026-10-23
Carnegie Investment Counsel
INCREASED12,82811,902+926+8%$1.9M$2.0M+$90.5K2026-10-20
Hicks Capital Management LLC
UNCHANGED12,71012,71000%$2.0M$2.0M$02026-10-20
Harbor Investment Advisory, LLC
DECREASED12,68212,972-290-2%$2.0M$1.9M-$99.0K2026-10-13
Montis Financial, LLC
INCREASED12,45812,375+83+1%$1.9M$1.9M-$39.8K2026-11-04
Perryman Financial Advisory Inc
DECREASED12,41912,792-373-3%$2.0M$1.9M-$110.8K2026-10-16
Tempus Wealth Planning, LLC
DECREASED12,29312,300-70%$1.9M$1.9M-$53.0K2026-10-14
Brighton Jones LLC
INCREASED12,29212,219+73+1%$1.9M$1.9M-$40.6K2026-11-03
Precedent Wealth Partners, LLC
INCREASED12,26210,321+1,941+19%$1.6M$1.9M+$251.5K2026-10-21
Phillip James Consulting Co.
NEW12,082—+12,082——$1.8M—2026-11-03
Mlp3, LLC
INCREASED12,07310,785+1,288+12%$1.7M$1.8M+$150.2K2026-10-22
Traynor Capital Management, Inc.
DECREASED12,02012,422-402-3%$1.9M$1.8M-$113.7K2026-10-29
Washington Trust Co
UNCHANGED11,78611,78600%$1.8M$1.8M-$49.9K2026-10-22
CRA Financial Services, LLC
DECREASED11,75111,913-162-1%$1.9M$1.8M-$75.0K2026-10-16
Apollon Wealth Management, LLC
INCREASED11,7427,506+4,236+56%$1.2M$1.8M+$612.4K2026-10-23
Caldwell Trust Co
DECREASED11,71511,747-320%$1.8M$1.8M-$54.6K2026-10-30
Cypress Capital Group
DECREASED11,64911,957-308-3%$1.9M$1.8M-$97.4K2026-11-03
Florin Court Capital LLP
DECREASED11,60026,700-15,100-57%$4.2M$1.8M-$2.4M2026-11-02
First Horizon Corp
DECREASED11,56611,639-73-1%$1.8M$1.8M-$60.3K2026-10-26
Patriot Investment Management Group, Inc.
DECREASED11,43311,490-570%$1.8M$1.7M-$57.3K2026-10-15
Gryphon Financial Partners LLC
DECREASED11,17711,233-560%$1.8M$1.7M-$56.0K2026-11-04
Union Savings Bank
DECREASED11,17211,598-426-4%$1.8M$1.7M-$113.8K2026-10-14
Patten & Patten Inc
INCREASED11,12310,823+300+3%$1.7M$1.7M-$1612026-10-26
Syntegra Private Wealth Group, LLC
DECREASED11,04711,180-133-1%$1.7M$1.7M-$67.5K2026-10-13
International Assets Investment Management, LLC
DECREASED10,98412,092-1,108-9%$1.9M$1.7M-$220.8K2026-11-02
Verdence Capital Advisors LLC
INCREASED10,93810,560+378+4%$1.7M$1.7M+$12.9K2026-10-26
Asset Dedication, LLC
INCREASED10,87710,874+3+0%$1.7M$1.7M-$45.6K2026-11-03
Apollon Financial, LLC
INCREASED10,79310,029+764+8%$1.6M$1.6M+$73.8K2026-10-23
Sound Income Strategies, LLC
INCREASED10,78310,345+438+4%$1.6M$1.7M+$59.1K2026-10-09
TMB Capital Partners, LLC
DECREASED10,76410,795-310%$1.7M$1.6M-$50.4K2026-10-20
Trust Point Inc.
DECREASED10,67510,809-134-1%$1.7M$1.6M-$66.1K2026-10-27
Koshinski Asset Management, Inc.
INCREASED10,6269,707+919+9%$1.5M$1.6M+$98.7K2026-10-29
Meridian Wealth Management, LLC
INCREASED10,56410,537+27+0%$1.6M$1.6M-$40.5K2026-11-05
Cdkv Holdings LLC
INCREASED10,54110,485+56+1%$1.6M$1.6M-$35.9K2026-10-28
Flagstar Securities, Inc
INCREASED10,47210,457+15+0%$1.6M$1.6M-$42.0K2026-10-15
XML Financial, LLC
DECREASED10,38610,439-53-1%$1.6M$1.6M-$52.2K2026-10-29
Partners Wealth Management, LLC
INCREASED10,2781,389+8,889+640%$217.2K$1.6M+$1.3M2026-10-28
Asset Allocation & Management Company, LLC
UNCHANGED10,27310,27300%$1.6K$1.6K-$442026-10-13
Romano Brothers and Company
UNCHANGED10,23110,23100%$1.6M$1.6M-$43.3K2026-10-22
Richwood Investment Advisors, LLC
DECREASED10,14210,427-285-3%$1.6M$1.5M-$87.4K2026-10-30
Founders Financial Securities LLC
INCREASED10,0809,667+413+4%$1.5M$1.5M+$21.9K2026-10-28
Viewpoint Capital Management LLC
INCREASED10,0219,906+115+1%$1.5M$1.5M-$24.4K2026-10-27
Keudell ison Wealth Management
INCREASED9,9308,437+1,493+18%$1.3M$1.5M+$191.4K2026-10-16
Challenger Wealth Management
UNCHANGED9,9189,91800%$1.6M$1.5M-$42.0K2026-10-30
Independent Financial Group, LLC
INCREASED9,8469,659+187+2%$1.5M$1.5M-$12.4K2026-10-13
Squire Investment Management Company, LLC
UNCHANGED9,6669,66600%$1.5M$1.5M-$40.9K2026-11-03
Schear Investment Advisers, LLC
NEW9,596—+9,596——$1.5M—2026-10-14
Tempo Wealth, LLC
INCREASED9,5969,519+77+1%$1.5M$1.5M-$28.4K2026-10-14
waypoint wealth counsel
INCREASED9,5969,573+23+0%$1.5M$1.5M-$36.9K2026-10-22
Plancorp, LLC
INCREASED9,5339,233+300+3%$1.5M$1.5M+$67.6K2026-11-03
Flagship Wealth Advisors, LLC
INCREASED9,4749,326+148+2%$1.5M$1.4M-$16.9K2026-11-03
Whalen Wealth Management Inc.
NEW9,398—+9,398——$1.4M—2026-10-08
Occidental Asset Management, LLC
UNCHANGED9,3959,39500%$1.5M$1.4M-$39.7K2026-11-05
Retirement Planning Co of New England, Inc.
DECREASED9,3769,538-162-2%$1.5M$1.4M-$65.0K2026-10-15
Venture Visionary Partners LLC
DECREASED9,3519,603-252-3%$1.5M$1.4M-$78.8K2026-10-07
Grimes & Co Wealth Management, LLC
INCREASED9,3389,306+32+0%$1.5M$1.4M-$34.4K2026-10-29
Focus Financial Network, Inc.
DECREASED9,3379,460-123-1%$1.5M$1.4M-$58.7K2026-10-14
Invenio Wealth Partners LLC
UNCHANGED9,3259,32500%$1.5M$1.4M-$39.4K2026-10-20
Choreo, LLC
INCREASED9,2828,903+379+4%$1.4M$1.4M+$20.0K2026-10-28
Atlas Private Wealth Advisors
INCREASED9,2566,649+2,607+39%$1.0M$1.4M+$368.3K2026-10-23
WBH Advisory Inc
INCREASED9,2439,239+4+0%$1.4M$1.4M-$38.4K2026-11-05
Embree Financial Group
DECREASED9,2329,262-300%$1.4M$1.4M-$43.8K2026-10-22
Asset Advisory Group, Inc.
INCREASED9,2259,194+31+0%$1.4M$1.4M-$34.2K2026-10-20
Titleist Asset Management, LLC
INCREASED9,2078,916+291+3%$1.4M$1.4M+$6.6K2026-10-08
RFG Advisory, LLC
INCREASED9,1002,989+6,111+204%$467.2K$1.4M+$916.6K2026-11-03
Cornerstone Wealth Management, LLC
INCREASED9,0697,769+1,300+17%$1.2M$1.4M+$164.7K2026-11-04
GreatBanc Trust Co
UNCHANGED9,0359,03500%$1.4M$1.4M-$38.2K2026-11-04
SVB Wealth LLC
DECREASED9,02011,614-2,594-22%$1.8M$1.4M-$443.6K2026-11-06
Planned Solutions, Inc.
DECREASED8,9709,863-893-9%$1.5M$1.4M-$177.6K2026-10-19
Freedom Financial Partners LLC
DECREASED8,8589,094-236-3%$1.4M$1.3M-$74.4K2026-10-19
Welch & Forbes LLC
DECREASED8,8478,855-80%$1.4M$1.3M-$38.7K2026-11-04
S&A Financial Services, Inc.
INCREASED8,8267,647+1,179+15%$1.2M$1.3M+$146.9K2026-11-03
Winthrop Advisory Group LLC
INCREASED8,7678,758+9+0%$1.4M$1.3M-$35.7K2026-10-22
Infinity Wealth Counsel, LLC
DECREASED8,6458,680-350%$1.4M$1.3M-$42.0K2026-10-15
Nations Financial Group Inc,
INCREASED8,6368,403+233+3%$1.3M$1.3M-$1142026-11-05
Relyea Zuckerberg Hanson LLC
DECREASED8,6328,936-304-3%$1.4M$1.3M-$84.0K2026-10-20
Vaughan & Co Securities, Inc.
DECREASED8,6318,692-61-1%$1.4M$1.3M-$46.0K2026-10-23
Providence First Trust Co
DECREASED8,5728,666-94-1%$1.4M$1.3M-$50.9K2026-11-02
Platform Technology Partners
DECREASED8,5719,071-500-6%$1.4M$1.3M-$114.4K2026-11-02
Apella Capital, LLC
INCREASED8,4687,000+1,468+21%$1.1M$1.3M+$179.2K2026-10-08
Blodgett Wealth Advisors, LLC
UNCHANGED8,4408,44000%$1.3M$1.3M-$35.7K2026-10-23
Private Trust Co NA
INCREASED8,4387,987+451+6%$1.2M$1.3M+$34.8K2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED8,4058,570-165-2%$1.3M$1.3M-$61.3K2026-10-05
Integrity Alliance, Llc.
INCREASED8,3887,777+611+8%$1.2M$1.3M+$60.0K2026-10-29
Capital Advisors, Ltd. LLC
DECREASED8,3768,759-383-4%$1.4K$1.3K-$952026-10-27
Mesirow Financial Investment Management, Inc.
DECREASED8,3739,002-629-7%$1.4M$1.3M-$133.8K2026-11-05
BIP Wealth, LLC
DECREASED8,3658,735-370-4%$1.4M$1.3M-$93.2K2026-10-22
James Investment Research, Inc.
INCREASED8,3468,143+203+2%$1.3M$1.3M-$3.6K2026-10-22
Kestra Private Wealth Services, LLC
DECREASED8,32110,509-2,188-21%$1.6M$1.3M-$377.2K2026-11-06
TCI Wealth Advisors, Inc.
INCREASED8,2518,164+87+1%$1.3M$1.3M-$21.4K2026-10-30
Woodmont Investment Counsel LLC
DECREASED8,2339,809-1,576-16%$1.5M$1.3M-$281.2K2026-10-29
Beacon Financial Advisory LLC
INCREASED8,2278,203+24+0%$1.3M$1.3M-$31.1K2026-10-16
Independent Wealth Network Inc.
DECREASED8,2258,271-46-1%$1.3M$1.3M-$41.9K2026-10-19
GoalVest Advisory LLC
INCREASED8,2226,573+1,649+25%$1.0M$1.3M+$223.0K2026-10-02
Davidson Trust Co
DECREASED8,1648,281-117-1%$1.3M$1.2M-$52.8K2026-10-09
BAR Harbor Wealth Management
DECREASED8,1518,181-300%$1.3M$1.2M-$39.2K2026-10-21
Kohmann Bosshard Financial Services, LLC
UNCHANGED8,0398,03900%$1.3M$1.2M-$34.0K2026-11-04
NorthCrest Asset Manangement, LLC
INCREASED8,0227,715+307+4%$1.2M$1.2M+$27.1K2026-10-13
Old Mission Investment Co LLC
UNCHANGED8,0228,02200%$1.3M$1.2M-$33.9K2026-10-22
Kanawha Capital Management LLC
DECREASED8,0098,087-78-1%$1.3M$1.2M-$46.0K2026-10-19
Able Wealth Management LLC
UNCHANGED7,9687,96800%$1.2M$1.2M-$25.5K2026-10-13
Alterna Wealth Management, Inc
UNCHANGED7,9577,95700%$1.2M$1.2M-$33.7K2026-10-27
Dodds Wealth, LLC
DECREASED7,9488,001-53-1%$1.3M$1.2M-$42.0K2026-11-02
Y-Intercept (Hong Kong) Ltd
DECREASED7,91314,946-7,033-47%$2.3M$1.2M-$1.1M2026-10-16
First National Trust Co
DECREASED7,8658,301-436-5%$1.3M$1.2M-$101.4K2026-10-28
Legacy Trust
UNCHANGED7,8357,83500%$1.2M$1.3M+$48.8K2026-11-06
bLong Financial, LLC
NEW7,783—+7,783——$1.2M—2026-10-29
Compound Planning, Inc.
INCREASED7,7767,716+60+1%$1.2M$1.2M-$23.5K2026-11-05
Chapin Davis, Inc.
DECREASED7,7727,962-190-2%$1.2M$1.2M-$62.6K2026-10-09
Eastern Bank
DECREASED7,7537,824-71-1%$1.2M$1.2M-$43.9K2026-10-05
Archer Investment Corp
DECREASED7,7517,758-70%$1.2M$1.2M-$33.8K2026-11-05
Fortis Group Advisors, LLC
INCREASED7,7485,924+1,824+31%$926.0K$1.3M+$333.4K2026-11-06
Capital Asset Advisory Services LLC
DECREASED7,7357,788-53-1%$1.2M$1.3M+$41.5K2026-10-30
Advisortrust Partners, LLC
DECREASED7,69112,892-5,201-40%$2.0M$1.2M-$845.5K2026-11-02
Fort Washington Investment Advisors Inc
DECREASED7,6837,808-125-2%$1.2M$1.2M-$52.0K2026-10-15
B. Riley Wealth Advisors, Inc.
INCREASED7,6555,459+2,196+40%$862.0K$1.2M+$302.1K2026-10-13
MGO One Seven LLC
DECREASED7,5428,168-626-8%$1.3M$1.1M-$129.7K2026-10-28
Greenleaf Trust
INCREASED7,5047,449+55+1%$1.2M$1.1M-$23.1K2026-10-29
Islay Capital Management, LLC
DECREASED7,4837,498-150%$1.2M$1.1M-$34.1K2026-10-20
Gould Asset Management LLC
DECREASED7,4637,788-325-4%$1.2M$1.1M-$82.4K2026-11-06
Crestwood Advisors Group, LLC
INCREASED7,4497,299+150+2%$1.1M$1.1M-$8.1K2026-10-27
Argyle Capital Partners, LLC
DECREASED7,4397,534-95-1%$1.2M$1.1M-$46.4K2026-10-23
Next Level Private LLC
DECREASED7,3837,572-189-2%$1.2M$1.1M-$60.8K2026-10-20
Wolff Financial Management LLC
DECREASED7,3718,887-1,516-17%$1.4M$1.1M-$268.1K2026-10-23
Accredited Investors Inc.
DECREASED7,3537,719-366-5%$1.2M$1.1M-$88.3K2026-11-03
Central Trust Co
UNCHANGED7,3367,33600%$1.1M$1.1M-$31.0K2026-11-05
Aprio Wealth Management, LLC
INCREASED7,2927,220+72+1%$1.1M$1.1M-$19.5K2026-10-28
Virtue Capital Management, LLC
DECREASED7,27210,720-3,448-32%$1.7M$1.1M-$569.7K2026-10-29
Thayer Partners, LLC / MA
DECREASED7,2437,803-560-7%$1.2M$1.1M-$118.2K2026-11-06
Wilmington Savings Fund Society, FSB
INCREASED7,2436,843+400+6%$1.1M$1.1M+$31.9K2026-10-23
Code Waechter LLC
UNCHANGED7,1207,12000%$1.1M$1.1M-$30.1K2026-10-23
Sentinel Advisory Group, LLC
DECREASED7,0997,521-422-6%$1.2M$1.1M-$96.0K2026-10-20
Guerra PAN Advisors, LLC
DECREASED7,0337,058-250%$1.1M$1.1M+$3.2K2026-10-26
Resonant Capital Advisors, LLC
UNCHANGED7,0007,00000%$1.1M$1.1M-$29.6K2026-10-15
ARS Investment Partners, LLC
DECREASED6,9818,511-1,530-18%$1.3M$1.1M-$268.7K2026-11-05
Pathway Financial Advisers, LLC
DECREASED6,9316,951-200%$1.1M$1.1M-$32.5K2026-10-27
MKT Advisors LLC
UNCHANGED6,8986,89800%$1.1M$1.1M-$30.2K2026-10-20
KDK Private Wealth Management, LLC
INCREASED6,8915,454+1,437+26%$852.3K$1.0M+$195.6K2026-11-03
Sheets Smith Wealth Management
INCREASED6,8526,816+36+1%$1.1M$1.0M-$23.4K2026-10-16
Helium Advisors LLC
DECREASED6,8186,892-74-1%$1.1M$1.0M-$40.4K2026-10-23
Mirae Asset Global Investments Co., Ltd.
DECREASED6,72110,400-3,679-35%$1.6M$1.0M-$603.5K2026-11-03
Weinberger Asset Management, Inc
DECREASED6,6948,096-1,402-17%$1.3M$1.0M-$287.2K2026-10-28
Cordgrass Capital Advisors, LLC
UNCHANGED6,6266,62600%$1.0M$1.0M-$28.0K2026-10-30
Stronghold Wealth Management L.L.C.
INCREASED6,6126,522+90+1%$1.0M$1.0M-$13.9K2026-10-16
Welch Group, LLC
INCREASED6,5585,332+1,226+23%$833.4K$997.3K+$163.9K2026-10-29
Sageworth Trust Co
INCREASED6,5316,485+46+1%$1.0M$993.2K-$20.4K2026-10-30
Churchill Financial Advisors, LLC
DECREASED6,5286,618-90-1%$1.0M$992.8K-$41.7K2026-10-20
Florida Trust Wealth Management Co
UNCHANGED6,5196,51900%$1.0M$991.3K-$27.6K2026-11-05
Retirement Planning Group, LLC
INCREASED6,4635,793+670+12%$905.4K$982.8K+$77.4K2026-10-19
Indiana Trust & Investment Management Co
UNCHANGED6,4496,44900%$1.0M$980.7K-$27.3K2026-10-22
Trust Co of Vermont
INCREASED6,4356,416+19+0%$1.0M$978.6K-$24.3K2026-10-21
Associated Banc-Corp
DECREASED6,4207,130-710-10%$1.1M$976.3K-$138.1K2026-10-30
Versant Capital Management, Inc
DECREASED6,3986,448-50-1%$1.0M$973.0K-$34.9K2026-10-02
Moors & Cabot, Inc.
INCREASED6,3416,233+108+2%$974.3K$964.3K-$9.9K2026-11-06
Brookstone Capital Management
INCREASED6,2785,837+441+8%$912.3K$954.7K+$42.4K2026-10-22
Aspiriant, LLC
INCREASED6,2636,259+4+0%$978.3K$952.5K-$25.8K2026-10-16
Roman Butler Fullerton & Co
INCREASED6,2226,217+5+0%$997.7K$978.8K-$18.9K2026-10-27
Greenwood Capital Associates LLC
DECREASED6,2156,483-268-4%$1.0M$945.1K-$68.2K2026-10-27
W Advisors, LLC
UNCHANGED6,2076,20700%$970.2K$943.9K-$26.3K2026-11-02
Citizens National Bank Trust Department
UNCHANGED6,2056,20500%$969.8K$943.6K-$26.2K2026-11-04
Evanson Financial, LLC
INCREASED6,2026,192+10+0%$967.8K$943.2K-$24.6K2026-10-23
Warner Financial, Inc
INCREASED6,1966,184+12+0%$966.6K$942.3K-$24.3K2026-11-06
Appleton Partners Inc
UNCHANGED6,1846,18400%$967.0K$940-$966.1K2026-10-30
Reality Financial Planning Services, LLC
DECREASED6,1796,294-115-2%$983.8K$939.7K-$44.1K2026-11-03
Dale Q Rice Investment Management Ltd
DECREASED6,1446,193-49-1%$968.0K$934.3K-$33.7K2026-10-09
Wealth Dimensions Group, Ltd.
INCREASED6,1366,123+13+0%$957.0K$933.2K-$23.8K2026-11-02
Farmers & Merchants Trust Co of Long Beach
UNCHANGED6,0956,09500%$952.6K$926.9K-$25.8K2026-10-22
Gerald Baker Financial Group LLC
INCREASED6,0885,847+241+4%$913.9K$925.8K+$11.9K2026-10-09
Avior Wealth Management, LLC
DECREASED6,0706,082-120%$950.6K$923.0K-$27.5K2026-10-13
DT Investment Partners, LLC
UNCHANGED6,0006,00000%$937.8K$912.4K-$25.4K2026-10-27
Harpswell Capital Advisors, LLC
UNCHANGED6,0006,00000%$937.8K$912.4K-$25.4K2026-10-09
VestGen Advisors, LLC
DECREASED5,9796,493-514-8%$1.0M$909.2K-$105.7K2026-10-27
Krilogy Financial LLC
INCREASED5,9135,863+50+1%$916.4K$918.5K+$2.1K2026-10-13
First Citizens Financial Corp
UNCHANGED5,9015,90100%$922.3K$897.4K-$25.0K2026-10-02
ASL Financial, LLC
INCREASED5,8615,676+185+3%$887.2K$891.3K+$4.1K2026-10-15
TFC Financial Management, Inc.
INCREASED5,8515,824+27+0%$910.3K$889.7K-$20.6K2026-10-26
Journey Advisory Group, LLC
UNCHANGED5,8235,82300%$910.1K$885.5K-$24.6K2026-11-04
Calamos Wealth Management LLC
INCREASED5,8065,698+108+2%$890.6K$882.9K-$7.7K2026-11-02
Trace Wealth Advisors, LLC
UNCHANGED5,8045,80400%$907.2K$882.6K-$24.6K2026-10-30
Cornerstone Wealth Group, LLC
DECREASED5,7305,920-190-3%$925.3K$871.4K-$53.9K2026-11-02
Modera Wealth Management, LLC
UNCHANGED5,6865,68600%$888.7K$864.7K-$24.1K2026-10-28
Capital Advantage, Inc.
DECREASED5,6825,879-197-3%$918.9K$864.0K-$54.9K2026-10-14
Dynamic Advisor Solutions LLC
INCREASED5,6514,306+1,345+31%$673.1K$859.3K+$186.2K2026-10-13
Clear Harbor Asset Management, LLC
INCREASED5,6205,270+350+7%$823.7K$854.6K+$30.9K2026-11-05
Urban Wealth Management, LLC
DECREASED5,5835,673-90-2%$886.7K$849.0K-$37.7K2026-10-21
Costello Asset Management, Inc
INCREASED5,5713,984+1,587+40%$622.7K$847.2K+$224.6K2026-10-30
FSA Wealth Partners, Inc.
NEW5,567—+5,567——$846.6K—2026-10-26
Dupree Financial Group, LLC
DECREASED5,5645,573-90%$871.1K$846.2K-$24.9K2026-10-09
MCF Advisors LLC
INCREASED5,5442,336+3,208+137%$365.1K$843.1K+$478.0K2026-10-28
Powers Advisory Group, LLC
DECREASED5,5425,548-60%$867.2K$842.7K-$24.4K2026-10-14
Naples Global Advisors, LLC
DECREASED5,4855,535-50-1%$865.1K$834.1K-$31.0K2026-11-05
Montecito Bank & Trust
INCREASED5,4595,052+407+8%$789.6K$830.2K+$40.5K2026-10-01
Cassaday & Co Wealth Management LLC
UNCHANGED5,4485,44800%$851.5K$828.5K-$23.0K2026-10-27
Fagan Associates, Inc.
DECREASED5,4465,579-133-2%$872.0K$828.2K-$43.8K2026-10-13
Strategic Blueprint, LLC
INCREASED5,2813,952+1,329+34%$617.7K$803.1K+$185.4K2026-10-22
TCP Asset Management, LLC
INCREASED5,2055,199+6+0%$812.7K$796.6K-$16.1K2026-10-14
Fusion Family Wealth, LLC
INCREASED5,2045,037+167+3%$787.2K$791.4K+$4.2K2026-11-02
Indivisible Partners
INCREASED5,1691,761+3,408+194%$275.2K$786.1K+$510.8K2026-10-26
Flywheel Private Wealth LLC
UNCHANGED5,1445,14400%$804.0K$782.2K-$21.8K2026-11-02
New England Private Wealth Advisors LLC
INCREASED5,1295,102+27+1%$831.6K$779.9K-$51.7K2026-10-19
CoreCap Advisors, LLC
DECREASED5,0965,146-50-1%$804.3K$774.9K-$29.4K2026-10-08
Leo Wealth, LLC
NEW5,057—+5,057——$769.0K—2026-10-26
Daymark Wealth Partners, LLC
INCREASED5,0184,997+21+0%$781.0K$763.0K-$17.9K2026-11-04
55 North Private Wealth, LLC
INCREASED5,0175,000+17+0%$781.5K$762.9K-$18.6K2026-10-20
North Forty Two & Co.
UNCHANGED5,0025,00200%$781.8K$760.7K-$21.2K2026-10-19
Sculati Wealth Management, LLC
UNCHANGED4,9994,99900%$809.0K$776.5K-$32.5K2026-10-19
Lodestar Private Asset Management LLC
INCREASED4,9674,965+2+0%$776.1K$755.4K-$20.7K2026-10-26
Tompkins Financial Corp
UNCHANGED4,9554,95500%$774.5K$753.5K-$21.0K2026-10-05
WealthPLAN Partners, LLC
DECREASED4,9125,098-186-4%$796.8K$747.0K-$49.9K2026-10-15
CapWealth Advisors, LLC
DECREASED4,8694,894-25-1%$764.9K$740.4K-$24.5K2026-10-05
Invested Advisors
INCREASED4,8634,838+25+1%$756.2K$739.5K-$16.7K2026-10-23
Waldron Private Wealth LLC
UNCHANGED4,8454,84500%$757.3K$736.8K-$20.5K2026-11-02
Realta Investment Advisors
DECREASED4,8325,297-465-9%$827.9K$734.8K-$93.1K2026-10-14
Cahaba Wealth Management, Inc.
INCREASED4,8214,349+472+11%$679.8K$733.2K+$53.3K2026-10-26
Bedel Financial Consulting, Inc.
DECREASED4,8034,851-48-1%$758.3K$730.4K-$27.8K2026-11-06
Ignite Planners, LLC
DECREASED4,7964,924-128-3%$769.7K$729.3K-$40.3K2026-10-14
Quadcap Wealth Management, LLC
DECREASED4,7825,537-755-14%$865.4K$727.2K-$138.2K2026-11-02
Ellsworth Advisors, LLC
UNCHANGED4,7814,78100%$763.2K$727.1K-$36.1K2026-10-15
Signature Estate & Investment Advisors LLC
DECREASED4,7695,331-562-11%$833.2K$725.2K-$108.0K2026-10-13
Edge Wealth Management LLC
UNCHANGED4,7014,70100%$734.8K$717.4K-$17.3K2026-10-13
Weatherly Asset Management L. P.
UNCHANGED4,6954,69500%$733.8K$714.0K-$19.9K2026-10-20
Carl P. Sherr & Co., LLC
UNCHANGED4,6914,69100%$733.2K$713.4K-$19.8K2026-11-06
Global Trust Asset Management, LLC
DECREASED4,6494,700-51-1%$734.6K$706.9K-$27.7K2026-10-19
Investment Partners, Ltd.
INCREASED4,5983,510+1,088+31%$548.6K$699.2K+$150.6K2026-10-29
Catalyst Financial Partners LLC
INCREASED4,5674,389+178+4%$686.0K$694.5K+$8.5K2026-11-06
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED4,5454,54500%$710.4K$691.2K-$19.2K2026-10-28
Evermay Wealth Management LLC
INCREASED4,5014,493+8+0%$702.3K$684.5K-$17.8K2026-11-05
Compass Ion Advisors, LLC
UNCHANGED4,4564,45600%$696.5K$677.6K-$18.8K2026-10-23
Greenfield Savings Bank
DECREASED4,4454,745-300-6%$741.6K$676.0K-$65.7K2026-10-07
Signaturefd, LLC
DECREASED4,4144,423-90%$691.2K$671.2K-$20.1K2026-10-23
Summit Financial Strategies, Inc.
DECREASED4,3924,430-38-1%$692.5K$668.0K-$24.5K2026-10-14
Bouvel Investment Partners, LLC
INCREASED4,3743,966+408+10%$619.9K$665.2K+$45.3K2026-10-13
SeaCrest Wealth Management, LLC
DECREASED4,3744,651-277-6%$727.0K$665.2K-$61.8K2026-10-21
Heartwood Wealth Advisors LLC
DECREASED4,3704,377-70%$684.1K$664.5K-$19.6K2026-10-05
Sterling Wealth Management, Inc.
INCREASED4,3594,344+15+0%$679.0K$662.9K-$16.1K2026-10-23
Keystone Wealth Services, LLC
DECREASED4,3484,421-73-2%$690.9K$665.9K-$25.0K2026-11-03
Fonville Wealth Management LLC
DECREASED4,3384,436-98-2%$693.4K$659.6K-$33.8K2026-10-28
AdvisorNet Financial, Inc
INCREASED4,3242,327+1,997+86%$363.8K$677.1K+$313.3K2026-10-15
Mascoma Wealth Management LLC
INCREASED4,2914,184+107+3%$654.0K$652.5K-$1.5K2026-10-23
Shrier Wealth Management, LLC
DECREASED4,2684,323-55-1%$675.7K$649.0K-$26.7K2026-10-20
Quest 10 Wealth Builders, Inc.
DECREASED4,2104,231-210%$661.3K$640.2K-$21.1K2026-11-02
Regatta Capital Group, LLC
DECREASED4,1914,198-70%$656.1K$637.3K-$18.8K2026-10-23
Barrett & Company, Inc.
INCREASED4,1874,181+6+0%$653.4K$636.7K-$16.8K2026-10-22
Angeles Wealth Management, LLC
INCREASED4,1833,723+460+12%$581.9K$636.1K+$54.2K2026-10-26
SkyOak Wealth, LLC
DECREASED4,1744,234-60-1%$661.8K$634.7K-$27.0K2026-10-28
Diversified Portfolios, Inc.
INCREASED4,1662,977+1,189+40%$465.3K$633.5K+$168.2K2026-11-04
Triangle Securities Wealth Management
UNCHANGED4,0804,08000%$637.7K$620.4K-$17.3K2026-10-14
Hyposwiss Advisors SA
UNCHANGED4,0754,07500%$636.9K$619.7K-$17.2K2026-10-26
Vise Technologies, Inc.
DECREASED4,0664,903-837-17%$766.3K$618.2K-$148.1K2026-10-29
Arthur M. Cohen & Associates, LLC
INCREASED4,0664,045+21+1%$632.2K$618.3K-$13.8K2026-10-26
United Community Bank
UNCHANGED4,0604,06000%$634.6K$617.4K-$17.2K2026-10-28
Charis Legacy Partners, LLC
INCREASED4,0533,216+837+26%$502.6K$616.4K+$113.7K2026-10-22
Nilsine Partners, LLC
UNCHANGED4,0394,03900%$631.3K$614.2K-$17.1K2026-11-02
Spire Wealth Management
DECREASED4,0354,039-40%$631.3K$613.6K-$17.7K2026-10-30
Neumann Capital Management, LLC
INCREASED4,0013,819+182+5%$596.9K$608.4K+$11.5K2026-10-15
Procyon Advisors, LLC
DECREASED4,0014,006-50%$626.2K$608.5K-$17.7K2026-10-21
Axxcess Wealth Management, LLC
DECREASED3,98718,448-14,461-78%$2.9M$606.3K-$2.3M2026-10-21
Arrien Investments, Inc.
NEW3,975—+3,975——$604.5K—2026-10-30
Integris Wealth Management, LLC
DECREASED3,9723,987-150%$623.2K$604.0K-$19.1K2026-10-14
Navigation Group, LLC
UNCHANGED3,9653,96500%$619.7K$602.9K-$16.8K2026-10-28
Ledyard National Bank
DECREASED3,9604,009-49-1%$626.6K$602.2K-$24.4K2026-10-21
Money Concepts Capital Corp
INCREASED3,9263,263+663+20%$510.0K$597.0K+$87.0K2026-11-06
Samalin Investment Counsel, LLC
INCREASED3,8653,840+25+1%$600.2K$587.8K-$12.4K2026-10-23
Certuity, LLC
INCREASED3,8472,679+1,168+44%$418.7K$585.0K+$166.3K2026-11-02
Harel Insurance Investments & Financial Services Ltd.
INCREASED3,8382,368+1,470+62%$370.0K$584-$369.4K2026-11-02
Selective Wealth Management, Inc.
INCREASED3,8253,803+22+1%$615.5K$604.2K-$11.3K2026-10-16
Puff Wealth Management, LLC
INCREASED3,8133,200+613+19%$500.2K$579.8K+$79.6K2026-10-07
LexAurum Advisors, LLC
DECREASED3,7863,962-176-4%$619.2K$575.7K-$43.5K2026-10-19
Breakwater Capital Group
INCREASED3,7843,777+7+0%$590.3K$575.4K-$14.9K2026-10-09
PPS&V Asset Management Consultants, Inc.
UNCHANGED3,7743,77400%$589.8K$573.9K-$16.0K2026-10-06
Ascent Group, LLC
DECREASED3,7663,946-180-5%$616.8K$572.7K-$44.1K2026-10-30
Nvwm, LLC
INCREASED3,7253,613+112+3%$564.7K$566.6K+$1.9K2026-10-14
West Paces Advisors Inc.
UNCHANGED3,7143,71400%$580.5K$564.8K-$15.7K2026-10-13
Hoese & Co LLP
UNCHANGED3,6953,69500%$577.5K$561.9K-$15.6K2026-10-21
NBH Bank
DECREASED3,6353,675-40-1%$574.4K$552.8K-$21.6K2026-11-05
Bull Street Advisors, LLC
UNCHANGED3,6253,62500%$567.0K$551-$566.4K2026-10-20
Iron Financial LLC
INCREASED3,5783,564+14+0%$557.1K$544.0K-$13.0K2026-10-23
Juncture Wealth Strategies, LLC
DECREASED3,5474,081-534-13%$637.9K$539.4K-$98.5K2026-10-06
Steinberganna Wealth Management
DECREASED3,5453,604-59-2%$563.3K$539.2K-$24.2K2026-10-23
Alpha Omega Wealth Management LLC
NEW3,538—+3,538——$538.1K—2026-10-23
Cambridge Advisors Inc.
DECREASED3,5353,538-30%$553.0K$537.6K-$15.4K2026-10-19
Sentinel Trust Co LBA
INCREASED3,5052,755+750+27%$431$533.0K+$532.6K2026-11-03
Tilia Fiduciary Partners, Inc.
NEW3,504—+3,504——$532.9K—2026-10-09
Total Clarity Wealth Management, Inc.
INCREASED3,5043,195+309+10%$499.4K$532.8K+$33.5K2026-10-26
Purkiss Capital Advisors LLC
DECREASED3,5033,683-180-5%$575.6K$532.7K-$42.9K2026-11-06
Bank of New Hampshire
UNCHANGED3,5003,50000%$547.1K$532.2K-$14.8K2026-10-06
Worth Financial Advisory Group, LLC
DECREASED3,4573,550-93-3%$554.8K$525.7K-$29.1K2026-10-19
Mather Group, Llc.
INCREASED3,4453,277+168+5%$512.2K$523.9K+$11.7K2026-10-14
Farmers & Merchants Investments Inc
INCREASED3,4343,294+140+4%$514.9K$522.2K+$7.4K2026-10-22
Interchange Capital Partners, LLC
UNCHANGED3,4163,41600%$533.9K$519.5K-$14.5K2026-10-28
Kingdom Financial Group Llc.
NEW3,394—+3,394——$516.2K—2026-11-04
HUB Investment Partners, LLC
INCREASED3,3922,839+553+19%$443.8K$515.8K+$72.0K2026-11-03
Zions Bancorporation, National Association
UNCHANGED3,3903,39000%$529.9K$515.5K-$14.3K2026-11-06
Bangor Savings Bank
UNCHANGED3,3563,35600%$524.5K$510.3K-$14.2K2026-10-06
Kelsey Financial, LLC
UNCHANGED3,3543,35400%$524.2K$510.0K-$14.2K2026-10-28
Alpine Bank Wealth Management
DECREASED3,3473,641-294-8%$569.1K$509.0K-$60.1K2026-10-16
Smith Chas P & Associates PA Cpas
DECREASED3,3463,534-188-5%$552.4K$532.6K-$19.8K2026-10-22
Weaver Consulting Group
UNCHANGED3,3423,34200%$522.4K$508.3K-$14.1K2026-10-07
Wedmont Private Capital
INCREASED3,3302,606+724+28%$415.6K$517.6K+$102.0K2026-10-09
Rossby Financial, LCC
INCREASED3,3291,284+2,045+159%$200.7K$506.3K+$305.6K2026-11-05
CFM Wealth Partners LLC
UNCHANGED3,3173,31700%$518.4K$504.4K-$14.0K2026-11-05
truNorth Financial Services, Inc.
DECREASED3,3153,470-155-4%$542.4K$504.1K-$38.2K2026-11-06
Sage Capital Management, LLC
DECREASED3,2683,372-104-3%$527.5K$497.6K-$29.9K2026-10-20
Warwick Investment Management, Inc.
UNCHANGED3,2583,25800%$509.2K$495.4K-$13.8K2026-10-19
Moody Lynn Lieberson & Walker, LLC
DECREASED3,2103,335-125-4%$521.3K$488.1K-$33.1K2026-10-14
Pines Wealth Management, LLC
DECREASED3,1983,273-75-2%$511.6K$486.3K-$25.3K2026-10-21
Peddock Capital Advisors, LLC
INCREASED3,1983,196+2+0%$499.5K$486.3K-$13.2K2026-10-16
Diversified Trust Co
DECREASED3,1784,906-1,728-35%$766.8K$483.3K-$283.5K2026-11-06
Vision Capital Management, Inc.
UNCHANGED3,1753,17500%$496.3K$482.8K-$13.4K2026-10-20
Pinion Investment Advisors, LLC
INCREASED3,1731,783+1,390+78%$278.7K$482.6K+$203.9K2026-11-04
Insight Wealth Strategies, LLC
DECREASED3,1733,176-30%$498.6K$482.5K-$16.1K2026-10-09
Larson Financial Group LLC
INCREASED3,1463,034+112+4%$474.3K$478.4K+$4.1K2026-11-05
GC Wealth Management RIA, LLC
INCREASED3,1362,970+166+6%$464.2K$476.9K+$12.7K2026-11-02
Diversify Advisory Services, LLC
INCREASED3,1312,486+645+26%$405.8K$494.5K+$88.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED3,1312,486+645+26%$405.8K$494.5K+$88.7K2026-10-20
Jamison Private Wealth Management, Inc.
INCREASED3,1083,104+4+0%$485.2K$472.6K-$12.6K2026-10-14
Parsons Capital Management Inc
INCREASED3,0983,057+41+1%$477.8K$471.1K-$6.7K2026-10-28
Oakworth Capital, Inc.
DECREASED3,0813,113-32-1%$486.6K$468.5K-$18.0K2026-10-26
Smith Thornton Advisors LLC
DECREASED3,0773,159-82-3%$507.0K$467.9K-$39.1K2026-10-16
Regent Peak Wealth Advisors LLC
UNCHANGED3,0733,07300%$480.3K$467.3K-$13.0K2026-10-13
Thrive Wealth Management, LLC
INCREASED3,0703,065+5+0%$479.1K$466.8K-$12.3K2026-10-13
Secure Asset Management, LLC
DECREASED3,0643,254-190-6%$508.5K$465.9K-$42.7K2026-10-19
Waters Parkerson & Co., LLC
UNCHANGED3,0353,03500%$474.4K$461.5K-$12.8K2026-11-04
Baring Financial LLC
DECREASED3,0333,252-219-7%$508.3K$461.2K-$47.1K2026-10-07
Primoris Wealth Advisors, LLC
UNCHANGED3,0263,02600%$473.0K$460.2K-$12.8K2026-10-28
Sage Capital Advisors,llc
INCREASED3,0182,993+25+1%$467.9K$459.0K-$8.8K2026-10-13
Moss Adams Wealth Advisors LLC
UNCHANGED3,0133,01300%$470.9K$458.2K-$12.7K2026-10-28
LEE Danner & Bass Inc
UNCHANGED3,0053,00500%$469.7K$457.0K-$12.7K2026-10-27
TrueWealth Advisors, LLC
UNCHANGED3,0003,00000%$468.9K$456.2K-$12.7K2026-10-09
Thrive Capital Management, LLC
DECREASED2,9893,123-134-4%$488.1K$454.5K-$33.5K2026-10-28
FC Advisory LLC
INCREASED2,9672,951+16+1%$461.3K$451.2K-$10.1K2026-10-05
Annex Advisory Services, LLC
DECREASED2,9582,965-70%$463.4K$449.9K-$13.5K2026-10-16
Culbertson A N & Co Inc
UNCHANGED2,9362,93600%$458.9K$446.5K-$12.4K2026-10-21
Soltis Investment Advisors LLC
DECREASED2,9222,933-110%$458.4K$444.3K-$14.1K2026-10-28
Mezzasalma Advisors, LLC
INCREASED2,8992,882+17+1%$450.5K$440.9K-$9.7K2026-10-14
Tortuga Wealth Management, Inc
INCREASED2,8852,553+332+13%$399.3K$440.2K+$41.0K2026-10-27
Rockland Trust Co
UNCHANGED2,8812,88100%$450.3K$438.1K-$12.2K2026-10-05
Bryn Mawr Trust Advisors, LLC
UNCHANGED2,8752,87500%$449.4K$437.2K-$12.2K2026-11-04
Cambridge Financial Group, LLC
UNCHANGED2,8742,87400%$449.2K$449.2K$02026-10-06
First Fiduciary Investment Counsel, Inc.
UNCHANGED2,8722,87200%$449.0K$437-$448.6K2026-10-27
Elevation Wealth Partners, LLC
INCREASED2,862480+2,382+496%$75.0K$435.2K+$360.1K2026-10-07
Northstar Asset Management Co
DECREASED2,8603,160-300-9%$515.0K$455.9K-$59.2K2026-10-22
180 Wealth Advisors, LLC
DECREASED2,8473,252-405-12%$508.2K$432.9K-$75.3K2026-11-03
Artesa Financial Group, LLC
INCREASED2,8242,600+224+9%$406.4K$429.4K+$23.0K2026-10-29
Vantage Investment Partners, LLC
UNCHANGED2,8062,80600%$438.6K$426.7K-$11.9K2026-10-27
ProVise Management Group, LLC
DECREASED2,8022,912-110-4%$455.1K$426.1K-$29.0K2026-11-06
John Boyer, Inc.
INCREASED2,8022,779+23+1%$434.4K$426.2K-$8.2K2026-10-27
Courage Miller Partners, LLC
DECREASED2,7912,796-50%$437.0K$424.4K-$12.5K2026-10-21
Nikulski Financial, Inc.
DECREASED2,7662,816-50-2%$440.1K$420.6K-$19.5K2026-11-06
ANB Bank
DECREASED2,7613,300-539-16%$515.8K$419.9K-$95.9K2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED2,7501,403+1,347+96%$219.3K$418.2K+$198.9K2026-10-27
Childress Capital Advisors, LLC
UNCHANGED2,7422,74200%$428.6K$417.0K-$11.6K2026-10-28
Fairvoy Private Wealth, LLC
UNCHANGED2,7342,73400%$427.3K$415.8K-$11.6K2026-10-19
Continuum Wealth Advisors, LLC
UNCHANGED2,7312,73100%$426.9K$415.3K-$11.6K2026-10-20
Ashton Thomas Securities, LLC
NEW2,730—+2,730——$415.2K—2026-10-26
Connecticut Wealth Management, LLC
INCREASED2,7262,340+386+17%$365.7K$414.5K+$48.8K2026-10-13
Charter Capital Management, Llc\de
DECREASED2,7182,749-31-1%$429.7K$413.4K-$16.3K2026-10-28
Stiles Financial Services Inc
INCREASED2,7112,697+14+1%$421.6K$412.3K-$9.3K2026-10-30
Latitude Advisors, LLC
INCREASED2,7072,695+12+0%$421.2K$411.7K-$9.5K2026-10-27
Busey Bank
UNCHANGED2,6922,69200%$420.8K$409.4K-$11.4K2026-10-26
Elevation Point Wealth Partners, LLC
DECREASED2,6762,693-17-1%$420.9K$406.9K-$14.0K2026-11-05
BLB&B Advisors, LLC
DECREASED2,6722,851-179-6%$445.6K$406.3K-$39.2K2026-10-27
Obermeyer Wealth Partners
DECREASED2,6713,177-506-16%$496.6K$406.2K-$90.4K2026-10-21
Rockwood Wealth Management, LLC
INCREASED2,6592,307+352+15%$360.6K$404.4K+$43.8K2026-10-27
Commonwealth Financial Services, LLC
INCREASED2,6492,508+141+6%$392.0K$402.9K+$10.9K2026-10-20
Future Financial Wealth Managment LLC
DECREASED2,6452,672-27-1%$429.9K$402.2K-$27.6K2026-10-15
Palisade Asset Management, LLC
UNCHANGED2,5902,59000%$404.8K$393.9K-$11.0K2026-11-03
Pflug Koory, LLC
DECREASED2,5682,681-113-4%$419.0K$390.6K-$28.5K2026-10-26
Biltmore Family Office, LLC
UNCHANGED2,5672,56700%$401.2K$390.4K-$10.9K2026-11-03
AF Advisors, Inc.
INCREASED2,5652,561+4+0%$400.3K$390.0K-$10.3K2026-11-06
Hunter Associates Investment Management LLC
UNCHANGED2,5582,55800%$398.0K$390-$397.6K2026-10-26
Patriot Financial Group Insurance Agency, LLC
DECREASED2,5552,609-54-2%$407.8K$388.6K-$19.2K2026-10-14
American Financial & TAX Strategies Inc
UNCHANGED2,5532,55300%$399.0K$388.2K-$10.8K2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
UNCHANGED2,5482,54800%$398.3K$387.5K-$10.8K2026-10-21
Russell Investments Group, Ltd.
INCREASED2,5311,529+1,002+66%$239.0K$384.8K+$145.8K2026-11-06
KFG Wealth Management, LLC
DECREASED2,5302,561-31-1%$400.3K$384.7K-$15.5K2026-10-16
Essex Bank
DECREASED2,5082,608-100-4%$407.6K$381.4K-$26.2K2026-10-16
Mengis Capital Management, Inc.
UNCHANGED2,5002,50000%$390.8K$380.2K-$10.6K2026-10-13
Crumly & Associates Inc.
INCREASED2,4951,635+860+53%$255.6K$379.4K+$123.8K2026-10-07
Gainplan LLC
DECREASED2,4872,560-73-3%$400.1K$378.2K-$21.9K2026-10-09
Plante Moran Financial Advisors, LLC
INCREASED2,4632,283+180+8%$356.8K$374.5K+$17.7K2026-11-04
Sterling Financial Planning, Inc.
DECREASED2,4522,602-150-6%$406.6K$372.8K-$33.8K2026-10-28
RMR Wealth Builders
INCREASED2,4441,469+975+66%$229.5K$371.6K+$142.1K2026-10-22
Carolina Wealth Management Inc
DECREASED2,4442,582-138-5%$403.6K$371.6K-$32.0K2026-10-29
Strategic Family Wealth Counselors, L.L.C.
DECREASED2,4372,572-135-5%$402.0K$370.6K-$31.4K2026-10-29
Capital Investment Counsel, LLC
DECREASED2,4293,057-628-21%$477.8K$369.4K-$108.4K2026-10-14
Benedict Financial Advisors Inc
INCREASED2,4282,418+10+0%$377.9K$369.2K-$8.7K2026-10-07
Idaho Trust Co
NEW2,400—+2,400——$365.0K—2026-11-04
LongView Wealth Management
INCREASED2,4002,397+3+0%$374.7K$365.0K-$9.8K2026-10-19
CIBC Asset Management Inc
UNCHANGED2,3802,38000%$372.0K$361.9K-$10.1K2026-11-05
First Heartland Consultants, Inc.
UNCHANGED2,3742,37400%$371.1K$361.0K-$10.0K2026-10-08
Atria Investments, Inc
INCREASED2,3511,861+490+26%$290.8K$357.5K+$66.7K2026-10-15
Valley National Advisers Inc
UNCHANGED2,3502,35000%$367.3K$357.4K-$9.9K2026-10-23
Montz Harcus Wealth Management LLC
NEW2,347—+2,347——$356.9K—2026-10-09
Fogel Capital Management, Inc.
UNCHANGED2,3452,34500%$366.5K$356.6K-$9.9K2026-11-04
Clifford Swan Investment Counsel LLC
UNCHANGED2,3332,33300%$364.7K$354.8K-$9.9K2026-11-05
Camden National Bank
DECREASED2,3222,537-215-8%$396.5K$353.1K-$43.4K2026-11-02
Parkside Financial Bank & Trust
INCREASED2,3222,321+1+0%$362.7K$353.0K-$9.7K2026-10-27
Good Harbor Advisors, Inc.
UNCHANGED2,3192,31900%$362.5K$352.7K-$9.8K2026-10-20
Diversified Enterprises, LLC
INCREASED2,3051,379+926+67%$215.6K$350.5K+$134.9K2026-10-19
Visionary Wealth Advisors
INCREASED2,3021,603+699+44%$250.6K$350.1K+$99.5K2026-11-04
Grandfield & Dodd, LLC
DECREASED2,2992,399-100-4%$375.0K$349.6K-$25.4K2026-10-29
Gamma Investing LLC
UNCHANGED2,2992,29900%$359.3K$349.6K-$9.7K2026-10-08
Affiance Financial, LLC
INCREASED2,2942,275+19+1%$355.6K$348.9K-$6.7K2026-10-15
Marquette Asset Management, LLC
UNCHANGED2,2892,28900%$357.8K$348.1K-$9.7K2026-10-09
Fisher Asset Management, LLC
INCREASED2,2861,493+793+53%$233.4K$347.8K+$114.4K2026-11-06
Clientfirst Wealth Management, LLC
UNCHANGED2,2852,28500%$357.1K$347.5K-$9.7K2026-11-04
Certified Advisory Corp
UNCHANGED2,2402,24000%$350.1K$340.6K-$9.5K2026-10-29
Harbor Asset Planning, Inc.
INCREASED2,2382,218+20+1%$346.8K$340.2K-$6.6K2026-10-23
JB Capital LLC
DECREASED2,2372,430-193-8%$379.8K$340.2K-$39.6K2026-10-19
HCR Wealth Advisors
UNCHANGED2,2362,23600%$349.5K$340.0K-$9.5K2026-10-15
Provenance Wealth Advisors, LLC
INCREASED2,2302,051+179+9%$320.6K$339.1K+$18.5K2026-10-30
Cornerstone Advisory, LLC
INCREASED2,2222,209+13+1%$345.3K$337.9K-$7.4K2026-11-06
Pacific Capital Wealth Advisors, Inc.
UNCHANGED2,2092,20900%$345.3K$335.9K-$9.3K2026-10-22
Twele Capital Management, Inc.
DECREASED2,2072,244-37-2%$350.7K$335.6K-$15.1K2026-10-13
Northeast Investment Management
UNCHANGED2,2072,20700%$345.0K$335.6K-$9.3K2026-10-30
Capital Investment Advisory Services, LLC
DECREASED2,2022,302-100-4%$359.8K$334.9K-$24.9K2026-10-30
Arbor Investment Advisors, LLC
DECREASED2,1982,452-254-10%$383.3K$334.3K-$49.0K2026-10-26
Pacific Center for Financial Services
INCREASED2,1962,182+14+1%$341.1K$334.0K-$7.1K2026-10-15
Wealthcare Capital Partners, LLC
INCREASED2,1831,958+225+11%$306.0K$332.0K+$26.0K2026-10-21
Karnit Road Accident Victims Compensation Fund
UNCHANGED2,1702,17000%$339.2K$330.0K-$9.2K2026-11-04
Ritholtz Wealth Management
DECREASED2,1512,990-839-28%$467.3K$327.1K-$140.2K2026-11-05
Grove Bank & Trust
DECREASED2,1512,226-75-3%$347.9K$327.1K-$20.8K2026-10-08
Mystic Asset Management, Inc.
DECREASED2,1492,209-60-3%$345.3K$326.8K-$18.5K2026-10-15
Sagespring Wealth Partners, LLC
INCREASED2,1472,039+108+5%$318.7K$326.4K+$7.7K2026-10-22
Simplicity Wealth,LLC
DECREASED2,1442,388-244-10%$373.3K$326.1K-$47.2K2026-10-23
Waller Financial Planning Group, Inc
UNCHANGED2,1392,13900%$334.3K$325.3K-$9.0K2026-10-07
Hoffman, Alan N Investment Management
UNCHANGED2,1342,13400%$333.5K$324.5K-$9.0K2026-10-28
Benchmark Financial Wealth Advisors, LLC
NEW2,127—+2,127——$323.5K—2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED2,1122,102+10+0%$328.7K$321.3K-$7.4K2026-10-16
Investors Asset Management of Georgia Inc
UNCHANGED2,1102,11000%$329.8K$320.9K-$8.9K2026-10-20
BlueChip Wealth Advisors LLC
UNCHANGED2,0922,09200%$327.0K$318.1K-$8.8K2026-11-03
Able Financial Group, LLC
INCREASED2,0912,041+50+2%$319.0K$318.0K-$1.0K2026-10-14
Fairfield Financial Advisors, LTD
INCREASED2,0762,060+16+1%$322.0K$315.8K-$6.2K2026-10-14
Staley Capital Advisers Inc
UNCHANGED2,0762,07600%$324.5K$315.7K-$8.8K2026-11-06
First American Bank
UNCHANGED2,0502,05000%$320.4K$311.7K-$8.7K2026-10-27
Trek Financial, LLC
INCREASED2,0411,958+83+4%$306.0K$310.4K+$4.3K2026-10-29
Trilogy Capital Inc.
DECREASED2,0373,782-1,745-46%$591.1K$309.8K-$281.3K2026-10-20
LVM Capital Management LTD
UNCHANGED2,0112,01100%$314$305.8K+$305.5K2026-10-20
Sigma Investment Counselors Inc
INCREASED2,0101,810+200+11%$282.9K$305.7K+$22.8K2026-10-27
Cypress Capital, LLC
NEW2,009—+2,009——$305.5K—2026-10-20
McAdam, LLC
UNCHANGED2,0072,00700%$313.7K$305.2K-$8.5K2026-10-21
Bison Wealth, LLC
INCREASED2,0011,497+504+34%$237.2K$310.9K+$73.7K2026-10-13
Clear Trail Advisors, LLC
UNCHANGED2,0002,00000%$312.6K$304.1K-$8.5K2026-10-20
Augustine Asset Management Inc
UNCHANGED2,0002,00000%$312.6K$304.1K-$8.5K2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED1,9901,987+3+0%$310.6K$302.7K-$7.9K2026-10-29
Align Financial, LLC
UNCHANGED1,9901,99000%$311.0K$302.6K-$8.4K2026-10-16
Avion Wealth
UNCHANGED1,9781,97800%$309.0K$300.0K-$9.0K2026-11-04
Sepio Capital, LP
UNCHANGED1,9751,97500%$308.7K$300.3K-$8.4K2026-10-22
Melfa Wealth Management, Inc.
UNCHANGED1,9751,97500%$308.7K$300.3K-$8.4K2026-11-06
Simplex Trading, LLC
NEW1,956—+1,956——$297.4K—2026-11-04
Birchwood Financial Partners, Inc.
INCREASED1,9541,938+16+1%$302.9K$297.2K-$5.7K2026-11-02
Jacobi Capital Management LLC
INCREASED1,9221,917+5+0%$299.6K$292.3K-$7.3K2026-11-05
Insight Advisors, LLC/ PA
DECREASED1,9091,917-80%$299.6K$290.3K-$9.3K2026-10-22
American Institute for Advanced Investment Management, LLP
UNCHANGED1,9061,90600%$297.9K$289.8K-$8.1K2026-11-03
Wealth Advisory Solutions, LLC
UNCHANGED1,9031,90300%$297.4K$289.4K-$8.1K2026-10-20
Dudley Capital Management, LLC
UNCHANGED1,9001,90000%$297.0K$288.9K-$8.0K2026-10-23
KOM Wealth Management Group, LLC
INCREASED1,8931,684+209+12%$263.2K$287.9K+$24.6K2026-10-15
Chesley Taft & Associates LLC
DECREASED1,8751,953-78-4%$305.3K$285.1K-$20.1K2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED1,872357+1,515+424%$56.3K$286.3K+$230.0K2026-11-04
Olistico Wealth, LLC
DECREASED1,853188,213-186,360-99%$289.6K$281.8K-$7.8K2026-10-05
Avantax Planning Partners, Inc.
DECREASED1,8532,082-229-11%$325.4K$281.8K-$43.6K2026-11-03
Financial Management Network Inc
INCREASED1,8511,495+356+24%$241.9K$283.3K+$41.4K2026-10-09
Fairway Wealth LLC
INCREASED1,840932+908+97%$145.6K$279.8K+$134.2K2026-10-30
Altus Wealth Group LLC
DECREASED1,8401,864-24-1%$291.4K$279.8K-$11.6K2026-10-20
Carson Advisory Inc.
DECREASED1,8371,853-16-1%$289.6K$279.4K-$10.3K2026-11-06
Triumph Capital Management
UNCHANGED1,8361,83600%$287.0K$279.2K-$7.8K2026-10-14
McKinley Carter Wealth Services, Inc.
UNCHANGED1,8351,83500%$286.8K$279.0K-$7.8K2026-10-16
ARS Wealth Advisors Group, LLC
DECREASED1,8151,909-94-5%$298.4K$275.9K-$22.4K2026-10-16
Benin Management Corp
NEW1,810—+1,810——$275.2K—2026-10-22
Cooper Financial Group
INCREASED1,7991,722+77+4%$269.1K$273.5K+$4.4K2026-10-07
Southland Equity Partners LLC
DECREASED1,7931,803-10-1%$281.8K$272.7K-$9.1K2026-10-14
Trust Co of Toledo NA
DECREASED1,7901,991-201-10%$311.2K$272.2K-$39.0K2026-10-16
Lauterbach Financial Advisors, LLC
UNCHANGED1,7901,79000%$279.8K$272.2K-$7.6K2026-10-21
Canandaigua National Trust Co of Florida
NEW1,789—+1,789——$272.1K—2026-10-07
Blue Trust, Inc.
UNCHANGED1,7841,78400%$278.8K$271.2K-$7.5K2026-10-15
Confluence Wealth Services, Inc.
INCREASED1,7821,776+6+0%$277.5K$270.9K-$6.6K2026-11-05
Dala Group, LLC
INCREASED1,7751,773+2+0%$277.1K$269.9K-$7.2K2026-10-29
Norden Group LLC
UNCHANGED1,7731,77300%$277.1K$269.6K-$7.5K2026-10-20
Coquina Private Wealth LLC
INCREASED1,7621,752+10+1%$273.8K$267.9K-$5.9K2026-10-27
Allegheny Financial Group
INCREASED1,7491,745+4+0%$272.8K$266.1K-$6.7K2026-11-05
Cairn Investment Group, Inc.
UNCHANGED1,7421,74200%$272.0K$265.0K-$7.0K2026-11-04
Clarus Group, Inc.
UNCHANGED1,7371,73700%$271.5K$264.1K-$7.3K2026-10-21
Oregon Pacific Wealth Management, LLC
INCREASED1,7281,685+43+3%$263.3K$262.7K-$5872026-10-20
Prosperity Financial Group, Inc.
DECREASED1,7271,737-10-1%$271.5K$262.6K-$8.9K2026-10-29
Compass Financial Management LLC
DECREASED1,7221,797-75-4%$284.5K$261.9K-$22.6K2026-10-30
Highline Wealth Partners LLC
UNCHANGED1,7091,70900%$267.1K$259.9K-$7.2K2026-10-19
Madrona Financial Services, LLC
DECREASED1,7081,728-20-1%$270.1K$259.7K-$10.4K2026-10-23
Sard Wealth Management Group, LLC
INCREASED1,7031,698+5+0%$265.3K$258.9K-$6.4K2026-10-16
Hickory Point Bank & Trust
UNCHANGED1,6981,69800%$265.4K$258.2K-$7.2K2026-10-01
Hoxton Planning & Management, LLC
UNCHANGED1,6951,69500%$264.9K$257.8K-$7.2K2026-10-15
Schneider Downs Wealth Management Advisors, LP
NEW1,693—+1,693——$257.5K—2026-10-27
Philadelphia Trust Co
DECREASED1,6931,968-275-14%$308.0K$257.0K-$51.0K2026-11-05
Uhlmann Price Securities, LLC
UNCHANGED1,6801,68000%$262.5K$255.4K-$7.1K2026-11-03
Onyx Bridge Wealth Group LLC
INCREASED1,6741,667+7+0%$260.5K$254.5K-$6.0K2026-10-16
Christensen, King & Associates Investment Services, Inc.
NEW1,670—+1,670——$254.0K—2026-10-22
KWB Wealth
UNCHANGED1,6701,67000%$261.0K$253.9K-$7.1K2026-10-16
AtlasMark Financial, Inc
DECREASED1,6691,671-20%$261.2K$253.8K-$7.4K2026-10-13
Forvis Mazars Wealth Advisors, LLC
DECREASED1,6671,864-197-11%$291.4K$253.5K-$37.8K2026-10-13
Traphagen Investment Advisors LLC
DECREASED1,6642,072-408-20%$323.9K$253.1K-$70.8K2026-10-14
Bailard, Inc.
DECREASED1,6561,700-44-3%$265.7K$251.8K-$13.9K2026-10-13
Glass Jacobson Investment Advisors llc
INCREASED1,6541,169+485+41%$182.8K$251.6K+$68.8K2026-10-26
Successful Portfolios LLC
INCREASED1,6401,495+145+10%$237.7K$251.1K+$13.4K2026-10-09
Chemistry Wealth Management LLC
UNCHANGED1,6401,64000%$256.3K$249.4K-$6.9K2026-10-16
Morton Capital Management LLC
UNCHANGED1,6381,63800%$256.0K$249.1K-$6.9K2026-10-23
Semus Wealth Partners LLC
DECREASED1,6361,723-87-5%$269.4K$248.8K-$20.6K2026-10-22
First Merchants Corp
UNCHANGED1,6321,63200%$255.1K$248.2K-$6.9K2026-10-15
OFS Enterprise LLC
UNCHANGED1,6311,63100%$254.9K$248.0K-$6.9K2026-10-16
Heritage Wealth Management, Inc.
UNCHANGED1,6301,63000%$254.8K$247.9K-$6.9K2026-10-27
Berman McAleer LLC
UNCHANGED1,6281,62800%$254.5K$247.6K-$6.9K2026-10-16
Pacific Wealth Strategies Group, Inc.
UNCHANGED1,6281,62800%$254.5K$247.6K-$6.9K2026-11-02
Unified Investment Management
UNCHANGED1,6271,62700%$254.3K$247.4K-$6.9K2026-10-14
Tucker Asset Management LLC
UNCHANGED1,6211,62100%$253.4K$246.5K-$6.9K2026-10-29
Seneca Financial Advisors LLC
INCREASED1,6101,601+9+1%$250.3K$244.8K-$5.4K2026-10-28
Hubbell Strickland Wealth Management, LLC
INCREASED1,6041,590+14+1%$248.6K$243.9K-$4.7K2026-10-29
Innova Wealth Partners
INCREASED1,6011,506+95+6%$235.4K$243.5K+$8.1K2026-10-21
Firestone Capital Management
UNCHANGED1,6011,60100%$250.2K$243.5K-$6.8K2026-11-03
ARQ Wealth Advisors, LLC
UNCHANGED1,6001,60000%$259.3K$243.3K-$16.0K2026-10-29
Legacy Advisors, LLC
UNCHANGED1,5991,59900%$249.9K$243.2K-$6.8K2026-10-19
United Asset Strategies, Inc.
UNCHANGED1,5921,59200%$248.8K$242.1K-$6.7K2026-10-28
Harbour Capital Advisors, LLC
UNCHANGED1,5901,59000%$253.5K$241.8K-$11.8K2026-10-13
Integras Partners LLC
UNCHANGED1,5901,59000%$248.5K$241.8K-$6.7K2026-10-30
Fidelity D & D Bancorp Inc
UNCHANGED1,5891,58900%$248.4K$241.6K-$6.7K2026-11-05
Golden State Wealth Management, LLC
UNCHANGED1,5881,58800%$248.2K$241.5K-$6.7K2026-11-02
Green Ridge Wealth Planning LLC
UNCHANGED1,5871,58700%$248.0K$241.3K-$6.7K2026-10-08
Piscataqua Savings Bank
DECREASED1,5551,615-60-4%$252.4K$236.5K-$16.0K2026-10-21
BridgePort Financial Solutions, LLC
INCREASED1,5521,497+55+4%$234.0K$236.0K+$2.0K2026-11-02
Plimoth Trust Co LLC
UNCHANGED1,5501,55000%$242.3K$235.7K-$6.6K2026-10-26
Breakwater Investment Management
UNCHANGED1,5481,54800%$242.0K$235.4K-$6.5K2026-10-20
Manuka Financial, LLC
UNCHANGED1,5481,54800%$241.9K$235.3K-$6.5K2026-10-16
Ti-Trust, Inc
UNCHANGED1,5461,54600%$241.6K$235.1K-$6.5K2026-10-21
Sterling Investment Advisors LLC
DECREASED1,5351,559-24-2%$243.7K$233.5K-$10.1K2026-10-27
Institute for Wealth Management, Llc.
UNCHANGED1,5301,53000%$239.1K$232.6K-$6.5K2026-11-06
OpenArc Corporate Advisory, LLC
NEW1,527—+1,527——$232.2K—2026-10-21
Ring Mountain Capital, LLC
INCREASED1,5241,505+19+1%$235.2K$231.8K-$3.4K2026-10-13
WoodTrust Financial Corp
DECREASED1,5122,512-1,000-40%$393.0K$230-$392.8K2026-10-09
Curry Webb Wealth Management LLC
UNCHANGED1,5081,50800%$235.7K$235.7K$02026-10-22
Summit Asset Management, LLC
UNCHANGED1,5001,50000%$234.5K$228.1K-$6.3K2026-11-05
Asio Capital, LLC
UNCHANGED1,5001,50000%$234.5K$228.1K-$6.3K2026-10-19
LifeWealth Investments, LLC
UNCHANGED1,5001,50000%$234.5K$228.1K-$6.3K2026-10-21
Moisand Fitzgerald Tamayo, LLC
UNCHANGED1,5001,50000%$234.5K$228.1K-$6.3K2026-10-15
Post Resch Tallon Group Inc.
UNCHANGED1,5001,50000%$234.4K$228.1K-$6.3K2026-10-09
Founders Grove Wealth Partners, LLC
UNCHANGED1,4971,49700%$234.0K$227.6K-$6.3K2026-10-16
Cowa, LLC
INCREASED1,4951,395+100+7%$218.0K$227.3K+$9.3K2026-10-30
Grandview Asset Management LLC
DECREASED1,4931,738-245-14%$271.7K$227.0K-$44.6K2026-10-19
Univest Financial Corp
INCREASED1,4761,471+5+0%$229.9K$224.5K-$5.5K2026-11-05
AJ Advisors, LLC
INCREASED1,4741,462+12+1%$228.5K$224.1K-$4.3K2026-10-29
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED1,4671,479-12-1%$231.2K$223.2K-$8.0K2026-10-14
Silverlake Wealth Management LLC
DECREASED1,4622,104-642-31%$328.9K$222.4K-$106.5K2026-10-21
Yankcom Partnership
DECREASED1,4502,550-1,100-43%$398.6K$220.5K-$178.1K2026-10-15
Howard Wealth Management, LLC
INCREASED1,4221,420+2+0%$222.0K$216.2K-$5.7K2026-10-28
Sage Rhino Capital LLC
UNCHANGED1,4051,40500%$219.6K$213.7K-$5.9K2026-10-28
Mattern Wealth Management LLC
UNCHANGED1,4001,40000%$218.8K$212.9K-$5.9K2026-11-04
Providence Financial Advisors, LLC
UNCHANGED1,4001,40000%$218.8K$212.9K-$5.9K2026-11-06
Private Wealth Partners, LLC
UNCHANGED1,4001,40000%$218.8K$212.9K-$5.9K2026-10-22
Tanager Wealth Management LLP
NEW1,399—+1,399——$212.7K—2026-10-19
M Holdings Securities, Inc.
NEW1,399—+1,399——$220—2026-11-03
Montag A & Associates Inc
UNCHANGED1,3971,39700%$218.4K$212.4K-$5.9K2026-10-29
Forum Financial Management, LP
UNCHANGED1,3951,39500%$218.0K$212.1K-$5.9K2026-10-16
Tortoise Investment Management, LLC
UNCHANGED1,3941,39400%$217.9K$212.0K-$5.9K2026-11-06
Community Bank & Trust, Waco, Texas
NEW1,390—+1,390——$211—2026-10-19
Braeburn Wealth Management LLC
INCREASED1,3881,387+1+0%$216.7K$211.1K-$5.7K2026-10-15
Tred Avon Family Wealth, LLC
INCREASED1,3791,333+46+3%$208.3K$209.8K+$1.5K2026-10-20
StoneX Group Inc.
INCREASED1,3791,346+33+2%$210.4K$209.7K-$7292026-11-03
Huntleigh Advisors, Inc.
UNCHANGED1,3791,37900%$215.5K$209.7K-$5.8K2026-11-03
Concord Wealth Partners
INCREASED1,3781,366+12+1%$213.6K$209.5K-$4.1K2026-11-02
Kelly Financial Group LLC
DECREASED1,3761,489-113-8%$232.7K$209.2K-$23.5K2026-10-16
Sentinel Pension Advisors, LLC
UNCHANGED1,3751,37500%$222.5K$209.1K-$13.4K2026-11-02
Community Financial Services Group, LLC
UNCHANGED1,3671,36700%$214.6K$208.8K-$5.9K2026-10-15
Sfam, LLC
UNCHANGED1,3601,36000%$212.6K$206.8K-$5.8K2026-11-03
Turtle Creek Wealth Advisors, LLC
UNCHANGED1,3581,35800%$212.3K$206.5K-$5.7K2026-10-15
Fiduciary Alliance LLC
DECREASED1,3551,367-12-1%$213.7K$206.1K-$7.6K2026-10-13
Evergreen Capital Management LLC
UNCHANGED1,3511,35100%$211.2K$205.4K-$5.7K2026-10-23
Arwa LLC
DECREASED1,3501,398-48-3%$227.2K$210.6K-$16.6K2026-10-21
Columbia Bank
UNCHANGED1,3501,35000%$211.0K$205.3K-$5.7K2026-10-29
Greenspring Advisors, LLC
UNCHANGED1,3501,35000%$211.0K$205.3K-$5.7K2026-11-05
Letson Investment Management, Inc.
UNCHANGED1,3501,35000%$211.0K$205.3K-$5.7K2026-11-05
Tanglewood Wealth Management, Inc.
UNCHANGED1,3471,34700%$210.5K$204.8K-$5.7K2026-10-23
Petros Family Wealth, LLC
DECREASED1,3461,446-100-7%$226.0K$204.7K-$21.3K2026-10-28
Schorn Wealth LLC
INCREASED1,3391,328+11+1%$207.6K$203.7K-$3.9K2026-10-14
Salomon & Ludwin, LLC
DECREASED1,3381,354-16-1%$212.6K$203.5K-$9.1K2026-10-29
Adams Asset Advisors, LLC
UNCHANGED1,3311,33100%$208.0K$202.4K-$5.6K2026-10-08
Planning Strategies Inc.
UNCHANGED1,3281,32800%$207.6K$201.9K-$5.6K2026-10-02
Cascade Investment Group, Inc.
UNCHANGED1,3261,32600%$207.3K$201.6K-$5.6K2026-10-13
John A. Wolfe & Associates, Inc.
UNCHANGED1,2511,25100%$195.5K$190.2K-$5.3K2026-11-06
Hanson & Doremus Investment Management
INCREASED1,2321,127+105+9%$176.0K$187-$175.8K2026-10-16
SRH Advisors, LLC
UNCHANGED1,2321,23200%$192.6K$187.4K-$5.2K2026-10-22
Cranbrook Wealth Management, LLC
UNCHANGED1,2111,21100%$189.3K$184.2K-$5.1K2026-10-28
First Financial Corp
UNCHANGED1,2001,20000%$187.6K$182.5K-$5.1K2026-10-13
Physician Wealth Advisors, Inc.
UNCHANGED1,1981,19800%$187.3K$182.2K-$5.1K2026-10-20
Brown, Lisle Ings, Inc.
UNCHANGED1,0941,09400%$171.0K$166.4K-$4.6K2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED1,0801,08000%$168.8K$164.2K-$4.6K2026-10-15
Kroeger Financial Partners
UNCHANGED1,0541,05400%$164.7K$160.3K-$4.5K2026-10-19
Rossmore Private Capital
UNCHANGED1,0501,05000%$164.1K$159.7K-$4.4K2026-10-27
Country Trust Bank
UNCHANGED99399300%$155.2K$151.0K-$4.2K2026-10-30
Old Second National Bank of Aurora
UNCHANGED99099000%$154.7K$150.5K-$4.2K2026-10-22
First Bancorp, Inc
INCREASED961861+100+12%$134.6K$146.1K+$11.6K2026-10-26
Armor Investment Advisors, LLC
DECREASED9361,247-311-25%$194.9K$142.3K-$52.6K2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED92592500%$144.6K$140.7K-$3.9K2026-10-09
Belvedere Trading LLC
DECREASED9081,900-992-52%$297.0K$138.1K-$158.9K2026-11-05
Zeit Capital LLC
UNCHANGED89989900%$140.5K$136.7K-$3.8K2026-10-19
Trust Co
UNCHANGED89589500%$139.9K$136.1K-$3.8K2026-10-09
TrustBank
UNCHANGED87087000%$136.0K$132.3K-$3.7K2026-10-20
MTM Investment Management, LLC
INCREASED865415+450+108%$64.9K$131.5K+$66.7K2026-10-30
Key FInancial Inc
UNCHANGED85785700%$133.9K$130.3K-$3.6K2026-11-02
Peoples Financial Services Corp.
UNCHANGED85685600%$133.8K$130.2K-$3.6K2026-10-20
Citigroup Inc
INCREASED843487+356+73%$76.1K$128.1K+$52.1K2026-11-04
Gen-Wealth Partners Inc
UNCHANGED82382300%$128.6K$125.2K-$3.5K2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED81481400%$127.2K$123.8K-$3.4K2026-10-27
Insight Inv LLC
UNCHANGED81281200%$126.9K$123.5K-$3.4K2026-10-27
Capital Investment Counsel, Inc
UNCHANGED80080000%$125.0K$121.7K-$3.4K2026-10-20
Lodestone Wealth Management LLC
INCREASED79949+750+1531%$7.7K$121.5K+$113.8K2026-10-14
Entrust Financial LLC
UNCHANGED79979900%$124.9K$121.5K-$3.4K2026-11-04
Blueline Advisors LLC
UNCHANGED79979900%$124.9K$121.5K-$3.4K2026-10-15
Washington Trust Advisors, Inc.
UNCHANGED79579500%$124.3K$120.9K-$3.4K2026-10-22
Armstrong Advisory Group, Inc
UNCHANGED76676600%$119.7K$116.5K-$3.2K2026-10-09
Davis Capital Management
DECREASED752790-38-5%$123.5K$114.4K-$9.2K2026-10-08
Beacon Investment Advisory Services, Inc.
UNCHANGED75075000%$117.2K$114.1K-$3.2K2026-10-13
Finley Financial, LLC
UNCHANGED73073000%$114.1K$111.5K-$2.6K2026-10-28
American Capital Advisory, LLC
NEW700—+700——$106.4K—2026-10-28
Cape Investment Advisory, Inc.
UNCHANGED70070000%$109.4K$106.4K-$3.0K2026-10-13
Bayban
UNCHANGED67567500%$105.5K$105.5K$02026-11-05
Phillips Financial Management, LLC
DECREASED671721-50-7%$112.7K$102.1K-$10.6K2026-10-19
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED66066000%$103.2K$100.4K-$2.8K2026-10-28
Maryland Capital Advisors Inc.
UNCHANGED65665600%$102.5K$99.8K-$2.8K2026-10-15
Accordant Advisory Group Inc
UNCHANGED63363300%$98.9K$96.3K-$2.7K2026-10-29
Financial Network Wealth Advisors LLC
UNCHANGED61161100%$95.5K$92.9K-$2.6K2026-10-28
Essential Investment Partners LLC
UNCHANGED59559500%$93.0K$90.5K-$2.5K2026-10-27
High Note Wealth, LLC
UNCHANGED57957900%$90.5K$88.0K-$2.4K2026-10-27
Clearstead Trust, LLC
UNCHANGED56056000%$87.5K$85.2K-$2.4K2026-11-06
Coston, McIsaac & Partners
UNCHANGED54954900%$85.0K$83.5K-$1.5K2026-11-06
Reap Financial Group, LLC
INCREASED536531+5+1%$83.0K$81.5K-$1.6K2026-11-02
Creative Financial Designs Inc
UNCHANGED52452400%$81.9K$79.7K-$2.2K2026-11-04
Signature Equity Partners, LLC
DECREASED498505-7-1%$79.0K$75.7K-$3.3K2026-10-29
BankChampaign, National Association
DECREASED497547-50-9%$85.5K$75.6K-$9.9K2026-10-19
Monetary Solutions, Ltd
UNCHANGED49549500%$77.4K$75.3K-$2.1K2026-10-22
Richardson Financial Services Inc.
UNCHANGED49449400%$77.2K$75.1K-$2.1K2026-10-30
City State Bank
UNCHANGED49049000%$76.6K$74.5K-$2.1K2026-10-20
Fortitude Family Office, LLC
UNCHANGED49049000%$76.6K$74.5K-$2.1K2026-10-14
MilWealth Group LLC
UNCHANGED48748700%$76.0K$74.0K-$2.1K2026-11-02
Hilton Head Capital Partners, LLC
UNCHANGED48248200%$75.3K$73.3K-$2.0K2026-10-23
Guardian Partners Inc.
UNCHANGED48048000%$75.0K$73.0K-$2.0K2026-10-21
Buck Wealth Strategies, LLC
NEW475—+475——$72.2K—2026-10-28
Murphy & Mullick Capital Management Corp
INCREASED463461+2+0%$72.1K$70.4K-$1.7K2026-11-02
GHP Investment Advisors, Inc.
DECREASED460557-97-17%$87.0K$70.0K-$17.0K2026-10-15
Granville Capital, Inc.
UNCHANGED45945900%$71.7K$69.8K-$1.9K2026-11-05
Adirondack Trust Co
UNCHANGED45045000%$70.3K$68.4K-$1.9K2026-10-14
Nova Financial LLC
NEW445—+445——$67.6K—2026-11-04
Cornerstone National Bank & Trust Co
UNCHANGED42042000%$65.9K$64.1K-$1.8K2026-10-20
Compass Wealth Management LLC
NEW416—+416——$63.3K—2026-10-22
Birch Financial Group, LLC
NEW416—+416——$63.2K—2026-10-27
CX Institutional
INCREASED412409+3+1%$64$63-$12026-10-02
Roxbury Financial LLC
DECREASED380386-6-2%$60.3K$57.9K-$2.4K2026-10-01
Elyxium Wealth, LLC
NEW366—+366——$55.7K—2026-10-27
Horizons Wealth Management
NEW360—+360——$54.7K—2026-10-05
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED35835800%$56.0K$54-$55.9K2026-10-14
Legacy Bridge, LLC
UNCHANGED35035000%$54.7K$53.2K-$1.5K2026-10-28
Advanced Asset Management Advisors Inc
UNCHANGED34834800%$54.4K$52.9K-$1.5K2026-10-20
EPG Wealth Management LLC
DECREASED337415-78-19%$64.9K$51.3K-$13.7K2026-11-03
Princeton Global Asset Management LLC
UNCHANGED33333300%$52.0K$50.6K-$1.4K2026-10-21
Pittenger & Anderson Inc
UNCHANGED33333300%$52.0K$50.6K-$1.4K2026-11-02
Weaver Capital Management LLC
UNCHANGED32532500%$49.2K$49.4K+$2142026-10-15
Nfsg Corp
DECREASED321359-38-11%$56.1K$48.9K-$7.2K2026-10-15
EverSource Wealth Advisors, LLC
UNCHANGED31831800%$49.8K$48.4K-$1.3K2026-11-04
Byrne Asset Management LLC
UNCHANGED31531500%$49.2K$48.1K-$1.1K2026-10-06
Winthrop Capital Management, LLC
UNCHANGED30430400%$48$46.2K+$46.2K2026-11-05
Southern Michigan Bank & Trust
UNCHANGED30330300%$47.4K$46.1K-$1.3K2026-10-19
Westside Investment Management, Inc.
UNCHANGED30030000%$46.9K$45.6K-$1.3K2026-11-02
Edgemoor Investment Advisors, Inc.
NEW298—+298——$45.3K—2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED29729700%$46.4K$45.2K-$1.3K2026-10-23
Gables Capital Management Inc.
UNCHANGED28928900%$45.2K$43.9K-$1.2K2026-11-04
1620 Investment Advisors, Inc.
INCREASED275274+1+0%$42.9K$41.8K-$1.1K2026-11-04
Friedenthal Financial
UNCHANGED25925900%$40.5K$39.4K-$1.1K2026-10-27
Three Bridge Wealth Advisors, LLC
NEW235—+235——$35.7K—2026-11-05
Toth Financial Advisory Corp
UNCHANGED23523500%$36.7K$35.7K-$9942026-10-08
American National Bank & Trust
UNCHANGED23023000%$35.9K$35.0K-$9732026-10-07
Main Street Group, LTD
UNCHANGED21821800%$34.1K$33.2K-$9222026-10-28
Ascentis Independent Advisors
INCREASED20996+113+118%$15.0K$31.8K+$16.8K2026-11-03
Creative Capital Management Investments LLC
UNCHANGED20020000%$31.3K$30.4K-$8462026-10-28
Richards, Merrill & Peterson, Inc.
UNCHANGED20020000%$31.3K$30.4K-$8462026-10-19
Manchester Capital Management LLC
UNCHANGED20020000%$31.3K$30.4K-$8462026-10-22
Beutel, Goodman & Co Ltd.
UNCHANGED19519500%$30$29-$12026-11-04
Elevated Capital Advisors, LLC
UNCHANGED18418400%$28.8K$28.0K-$7782026-11-04
Team Financial Group, LLC
NEW179—+179——$27.1K—2026-10-30
Fairman Group, LLC
INCREASED170168+2+1%$26.3K$25.8K-$4982026-10-26
High Point Wealth Management, LLC
INCREASED16696+70+73%$15.0K$25.2K+$10.2K2026-11-05
Livelsberger Financial Advisory
NEW158—+158——$24.0K—2026-10-28
UMB Bank, n.a.
INCREASED15651+105+206%$8.0K$23.7K+$15.8K2026-11-06
Ascentis Wealth Management, LLC
UNCHANGED15415400%$24.1K$23.4K-$6522026-11-03
Addison Advisors LLC
UNCHANGED15215200%$23.8K$23.1K-$6432026-11-06
Tradewinds Capital Management, LLC
NEW150—+150——$22.8K—2026-10-23
Catherine Avery Investment Management LLC
UNCHANGED14914900%$23.3K$22.7K-$6312026-10-14
Nemes Rush Group LLC
UNCHANGED14414400%$22.5K$21.9K-$6092026-11-04
Kelleher Financial Advisors
DECREASED142275-133-48%$43.0K$21.6K-$21.4K2026-10-30
Hoey Investments, Inc
NEW137—+137——$20.8K—2026-10-29
Advantage Trust Co
UNCHANGED12012000%$18.8K$18.2K-$5082026-10-19
Financial Perspectives, Inc
UNCHANGED11511500%$18.0K$17.5K-$4872026-11-03
Tsfg, LLC
UNCHANGED11011000%$17$17$02026-10-23
First Command Advisory Services, Inc.
DECREASED105146-41-28%$22.8K$16.0K-$6.9K2026-11-05
Financial Consulate, Inc
UNCHANGED10510500%$16.4K$16.0K-$4442026-10-23
Root Financial Partners, LLC
NEW104—+104——$15.8K—2026-10-21
Quintet Private Bank (Europe) S.A.
UNCHANGED10010000%$15.6K$15.2K-$4232026-10-08
Virginia Estate & Retirement Planning Advisors Inc.
NEW90—+90——$13.7K—2026-10-14
Next Level Wealth Planning, LLC
NEW80—+80——$12.1K—2026-10-29
Polaris Financial Partners
NEW75—+75——$11—2026-10-02
Robbins Farley
UNCHANGED757500%$11.7K$11.4K-$3172026-10-21
Mcdonald Partners LLC
UNCHANGED757500%$11.7K$11.4K-$3182026-11-03
Wealth Analytics Partners, LLC
NEW63—+63——$9.7K—2026-10-19
PayPay Securities Corp
INCREASED6158+3+5%$9.1K$9.3K+$2112026-10-27
Center for Financial Planning, Inc.
UNCHANGED616100%$9.5K$9.3K-$2592026-10-26
Chilton Capital Management LLC
UNCHANGED606000%$9.4K$9.2K-$2172026-10-28
Register Financial Advisors LLC
INCREASED5857+1+2%$8.9K$8.8K-$1702026-10-23
Comprehensive Financial Planning, Inc.
UNCHANGED535300%$8.3K$8.1K-$2252026-10-27
McCarley & Cook Financial Planners
UNCHANGED454500%$7.0K$6.8K-$1912026-10-21
Hughes Financial Services, LLC
UNCHANGED393900%$6.1K$6.3K+$2312026-10-30
Meriwether Wealth & Planning, LLC
NEW35—+35——$5.3K—2026-10-13
Boyd Watterson Asset Management LLC
UNCHANGED353500%$5.5K$5.3K-$1482026-11-06
Lloyd Advisory Services, Llc.
NEW29—+29——$4.4K—2026-11-02
Evolution Wealth Management Inc.
INCREASED2915+14+93%$2.3K$4.4K+$2.1K2026-10-28
Atlantic Edge Private Wealth Management, LLC
UNCHANGED252500%$3.9K$3.8K-$1062026-10-20
Rakuten Securities, Inc.
UNCHANGED242400%$3.8K$3.7K-$1012026-11-02
Rydar Equities, Inc.
NEW18—+18——$2.8K—2026-10-13
Central Pacific Bank - Trust Division
UNCHANGED181800%$2.8K$2.7K-$762026-10-06
Activest Wealth Management
DECREASED1554-39-72%$8.4K$2.3K-$6.2K2026-10-15
SYM Financial Corp
DECREASED1215-3-20%$2.3K$1.8K-$5202026-10-26
Hamilton Point Investment Advisors, LLC
NEW11—+11——$1.7K—2026-11-03
Mainstream Capital Management LLC
NEW9—+9——$1.4K—2026-10-23
Proathlete Wealth Management LLC
UNCHANGED7700%$1.1K$1.1K-$222026-10-15
WPG Advisers, LLC
UNCHANGED6600%$938$912-$262026-10-27
West Branch Capital LLC
UNCHANGED4400%$626$609-$172026-10-20
Arvest Investments, Inc.
UNCHANGED1100%$156$152-$42026-10-21
Scarborough Advisors, LLC
CLOSED030,679-30,679-100%$4.9M$0-$4.9M2026-10-16
Cabana LLC
CLOSED05,443-5,443-100%$851.1K$0-$851.1K2026-11-04
Ocean Park Asset Management, LLC
CLOSED04,243-4,243-100%$663.2K$0-$663.2K2026-10-21
KPP Advisory Services LLC
CLOSED02,383-2,383-100%$372.5K$0-$372.5K2026-10-26
Vicus Capital
CLOSED01,506-1,506-100%$235.5K$0-$235.5K2026-11-05
TCV Trust & Wealth Management, Inc.
CLOSED01,391-1,391-100%$217.4K$0-$217.4K2026-10-16
LJI Wealth Management, LLC
CLOSED01,381-1,381-100%$215.8K$0-$215.8K2026-10-28
TigerOak Management, L.L.C.
CLOSED01,351-1,351-100%$211.2K$0-$211.2K2026-10-23
Verum Partners LLC
CLOSED01,349-1,349-100%$210.8K$0-$210.8K2026-10-21
Collective Family Office LLC
CLOSED01,345-1,345-100%$210.2K$0-$210.2K2026-10-05
Accurate Wealth Management, LLC
CLOSED01,307-1,307-100%$208.4K$0-$208.4K2026-10-20
Aaron Wealth Advisors LLC
CLOSED01,306-1,306-100%$204.2K$0-$204.2K2026-10-13
Decision Investments, Inc
CLOSED01,300-1,300-100%$203.2K$0-$203.2K2026-10-07
Krane Financial Solutions LLC
CLOSED01,299-1,299-100%$203.1K$0-$203.1K2026-10-30
Rise Advisors, LLC
CLOSED01,297-1,297-100%$202.7K$0-$202.7K2026-10-16
Farrell Financial LLC
CLOSED01,292-1,292-100%$202.0K$0-$202.0K2026-10-16
Clearwater Capital Advisors, LLC
CLOSED01,289-1,289-100%$201.5K$0-$201.5K2026-11-06
True Private Wealth Advisors
CLOSED01,284-1,284-100%$200.7K$0-$200.7K2026-10-19
BankPlus Trust Department
CLOSED01,280-1,280-100%$200.1K$0-$200.1K2026-11-06
NBT Bank, N.A.
CLOSED01,108-1,108-100%$173.2K$0-$173.2K2026-10-21
LifeSteps Financial, Inc.
CLOSED0809-809-100%$126.4K$0-$126.4K2026-10-15
Gill Capital Partners, LLC
CLOSED0460-460-100%$71.9K$0-$71.9K2026-10-13
DecisionPoint Financial, LLC
CLOSED0414-414-100%$65.0K$0-$65.0K2026-10-27
Provident Wealth Management, LLC
CLOSED0336-336-100%$52.5K$0-$52.5K2026-10-20
Vermillion Wealth Management, Inc.
CLOSED0191-191-100%$29.9K$0-$29.9K2026-10-26
Atlatl Advisers LLC
CLOSED0178-178-100%$27.8K$0-$27.8K2026-10-22
Strategic Wealth Advisors LLC
CLOSED0133-133-100%$18$0-$182026-11-06
Sunrise Financial Services, LLC
CLOSED039-39-100%$6.1K$0-$6.1K2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED09-9-100%$1.4K$0-$1.4K2026-10-14
Compagnie Lombard Odier SCmA
CLOSED000—$0$0$02026-11-04
Holos Integrated Wealth LLC
UNCHANGED000—$79$78-$12026-10-23
Bank of America Corp
N/A—7,018,222-7,018,222-100%$1.1B———
Morgan Stanley
N/A—6,569,499-6,569,499-100%$1.0B———
Wells Fargo & Company
N/A—3,865,664-3,865,664-100%$604.2M———
Northern Trust Corp
N/A—3,079,966-3,079,966-100%$481.4M———
Royal Bank of Canada
N/A—2,697,759-2,697,759-100%$421.7M———
JPMorgan Chase & Co
N/A—1,607,768-1,607,768-100%$253.9M———
Envestnet Asset Management Inc
N/A—1,576,255-1,576,255-100%$246.3M———
Raymond James Financial Inc
N/A—1,229,015-1,229,015-100%$192.1M———
UBS Group AG
N/A—1,106,849-1,106,849-100%$173.0M———
Bank of Montreal
N/A—797,353-797,353-100%$124.6M———
Goldman Sachs Group Inc
N/A—592,143-592,143-100%$92.6M———
Cetera Investment Advisers
N/A—572,204-572,204-100%$89.4M———
Rockefeller Capital Management L.P.
N/A—562,230-562,230-100%$87.9M———
Osaic Holdings, Inc.
N/A—497,660-497,660-100%$77.8M———
Ameriprise Financial Inc
N/A—492,688-492,688-100%$77.2M———
Focus Partners Wealth
N/A—478,071-478,071-100%$74.7M———
Huntington National Bank
N/A—330,484-330,484-100%$51.7M———
HighTower Advisors, LLC
N/A—325,885-325,885-100%$50.9M———
Mariner, LLC
N/A—318,240-318,240-100%$49.8M———
Stifel Financial Corp
N/A—315,359-315,359-100%$49.3M———
Pinnacle Financial Partners, Inc.
N/A—307,307-307,307-100%$48.0M———
Northwestern Mutual Wealth Management Co
N/A—299,005-299,005-100%$46.7M———
CIBC World Market Inc.
N/A—276,587-276,587-100%$43.2M———
Commerce Bank
N/A—275,338-275,338-100%$43.0M———
Moment Partners, LLC
N/A—270,057-270,057-100%$42.2M———
M&T Bank Corp
N/A—251,468-251,468-100%$39.3M———
Glenmede Trust Co NA
N/A—249,302-249,302-100%$39.0M———
Private Advisor Group, LLC
N/A—249,102-249,102-100%$38.9M———
Baird Financial Group, Inc.
N/A—242,437-242,437-100%$37.9M———
Janney Montgomery Scott LLC
N/A—240,143-240,143-100%$37.5M———
Lbmc Investment Advisors, LLC
N/A—231,257-231,257-100%$36.1M———
FMR LLC
N/A—202,534-202,534-100%$31.7M———
Franklin Resources Inc
N/A—186,082-186,082-100%$29.1M———
Myda Advisors LLC
N/A—175,000-175,000-100%$27.4M———
Yukon Wealth Management, Inc.
N/A—174,560-174,560-100%$27.3M———
Blair William & Co
N/A—167,181-167,181-100%$26.1M———
BNP Paribas Financial Markets
N/A—162,879-162,879-100%$25.5M———
Evelyn Partners Group Ltd
N/A—162,484-162,484-100%$24.5M———
National Bank of Canada
N/A—148,381-148,381-100%$23.2M———
&partners
N/A—145,538-145,538-100%$22.7M———
First National Bank & Trust Co of Newtown
N/A—142,561-142,561-100%$23.0M———
Charles Schwab Investment Management Inc
N/A—140,591-140,591-100%$22.0M———
Cerity Partners LLC
N/A—137,299-137,299-100%$21.5M———
Mercer Global Advisors Inc
N/A—133,522-133,522-100%$20.9M———
Arcus Capital Partners, LLC
N/A—126,317-126,317-100%$19.7M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—125,694-125,694-100%$19.6M———
Advisory Services Network, LLC
N/A—125,600-125,600-100%$19.6M———
Equitable Holdings, Inc.
N/A—124,681-124,681-100%$19.5M———
Trustmark Bank Trust Department
N/A—124,327-124,327-100%$19.4M———
Round Rock Advisors LLC
N/A—120,146-120,146-100%$18.8M———
Cresset Asset Management, LLC
N/A—116,340-116,340-100%$18.2M———
Qube Research & Technologies Ltd
N/A—113,560-113,560-100%$17.7M———
MAI Capital Management
N/A—105,317-105,317-100%$16.5M———
Captrust Financial Advisors
N/A—99,362-99,362-100%$15.5M———
MML Investors Services, LLC
N/A—98,909-98,909-100%$15.5M———
Steward Partners Investment Advisory, LLC
N/A—97,532-97,532-100%$15.2M———
Jones Financial Companies Lllp
N/A—96,092-96,092-100%$15.2M———
Beacon Pointe Advisors, LLC
N/A—94,578-94,578-100%$14.8M———
Pathstone Holdings, LLC
N/A—86,786-86,786-100%$13.6M———
Sanctuary Advisors, LLC
N/A—86,496-86,496-100%$13.5M———
Moneta Group Investment Advisors LLC
N/A—80,417-80,417-100%$12.6M———
AlTi Global, Inc.
N/A—79,043-79,043-100%$12.4M———
Integrated Wealth Concepts LLC
N/A—74,982-74,982-100%$11.7M———
NewEdge Advisors, LLC
N/A—74,144-74,144-100%$11.6M———
AE Wealth Management LLC
N/A—65,266-65,266-100%$10.2M———
Quantinno Capital Management LP
N/A—64,147-64,147-100%$10.0M———
Arax Advisory Partners
N/A—62,910-62,910-100%$9.8M———
SOA Wealth Advisors, Llc.
N/A—61,205-61,205-100%$9.6M———
Wealth Management Associates, Inc.
N/A—61,063-61,063-100%$9.5M———
CIBC Bancorp USA Inc.
N/A—60,051-60,051-100%$9.4M———
Sequoia Financial Advisors, LLC
N/A—56,752-56,752-100%$8.9M———
Edgewood Management LLC
N/A—54,926-54,926-100%$8.6M———
Mutual Advisors, LLC
N/A—53,630-53,630-100%$8.4M———
Stelac Advisory Services LLC
N/A—52,632-52,632-100%$8.2M———
Vanguard National Trust Co
N/A—52,537-52,537-100%$8.2M———
Smithfield Trust Co
N/A—48,843-48,843-100%$7.6M———
NorthCoast Asset Management LLC
N/A—48,287-48,287-100%$7.5M———
Callan Family Office, LLC
N/A—46,304-46,304-100%$7.2M———
New England Asset Management Inc
N/A—45,050-45,050-100%$7.0M———
Alliancebernstein L.P.
N/A—42,946-42,946-100%$6.5M———
Rathbones Group PLC
N/A—40,167-40,167-100%$6.3M———
GTS Securities LLC
N/A—39,690-39,690-100%$6.2M———
Daybright Advisory Services, Inc.
N/A—38,673-38,673-100%$6.2M———
United Capital Financial Advisors, LLC
N/A—37,794-37,794-100%$5.9M———
IFG Advisory, LLC
N/A—37,421-37,421-100%$5.8M———
Bank of Hawaii
N/A—36,710-36,710-100%$5.7M———
Mendel Capital Management LLC
N/A—36,386-36,386-100%$5.7M———
AQR Capital Management LLC
N/A—36,003-36,003-100%$5.6M———
SIG Brokerage, LP
N/A—34,954-34,954-100%$5.5M———
Jackson, Grant Investment Advisers, Inc.
N/A—34,863-34,863-100%$5.4M———
BlackRock, Inc.
N/A—34,306-34,306-100%$5.4M———
Sankala Group LLC
N/A—31,801-31,801-100%$5.3M———
Scotia Capital Inc.
N/A—31,647-31,647-100%$4.9M———
LGL Partners, LLC
N/A—31,323-31,323-100%$4.9M———
Keebeck Wealth Management
N/A—31,112-31,112-100%$4.9M———
Hilltop Holdings Inc.
N/A—30,828-30,828-100%$4.8M———
Composition Wealth, LLC
N/A—30,760-30,760-100%$4.8M———
Bessemer Group Inc
N/A—30,627-30,627-100%$4.8M———
FAS Wealth Partners, Inc.
N/A—30,459-30,459-100%$4.8M———
Modern Wealth Management, LLC
N/A—29,127-29,127-100%$4.6M———
Argent Trust Co
N/A—28,927-28,927-100%$4.5M———
BBR Partners, LLC
N/A—28,874-28,874-100%$4.5M———
HighPoint Advisor Group LLC
N/A—28,373-28,373-100%$4.4M———
Brown Advisory Inc
N/A—28,097-28,097-100%$4.4M———
Geneos Wealth Management Inc.
N/A—27,770-27,770-100%$4.3M———
Godfrey Financial Associates, Inc.
N/A—27,759-27,759-100%$4.3M———
Wealthfront Advisers LLC
N/A—27,702-27,702-100%$4.3M———
Tradition Wealth Management, LLC
N/A—27,631-27,631-100%$4.3M———
Summit Wealth Partners, LLC
N/A—27,511-27,511-100%$4.3M———
One Wealth Advisors, LLC
N/A—27,372-27,372-100%$4.3M———
Kayne Anderson Rudnick Investment Management LLC
N/A—27,268-27,268-100%$4.3M———
Waverly Advisors, LLC
N/A—26,940-26,940-100%$4.2M———
EP Wealth Advisors, LLC
N/A—26,811-26,811-100%$4.2M———
Private Capital Management, LLC
N/A—26,593-26,593-100%$4.2M———
Pinnacle Family Advisors, LLC
N/A—26,246-26,246-100%$4.1M———
Harbour Investments, Inc.
N/A—26,018-26,018-100%$4.1M———
Capital Analysts, LLC
N/A—25,997-25,997-100%$4.1M———
Snowden Capital Advisors LLC
N/A—25,696-25,696-100%$4.0M———
Wealthspire Advisors, LLC
N/A—25,100-25,100-100%$3.9M———
Monetary Management Group Inc
N/A—25,050-25,050-100%$3.9M———
Argent Advisors, Inc.
N/A—24,974-24,974-100%$3.9M———
Ameritas Advisory Services, LLC
N/A—24,618-24,618-100%$3.8M———
Johnson Investment Counsel Inc
N/A—24,201-24,201-100%$3.8M———
MidFirst Bank
N/A—23,664-23,664-100%$3.7M———
Haverford Trust Co
N/A—23,417-23,417-100%$3.7M———
Stock Yards Bank & Trust Co
N/A—23,412-23,412-100%$3.7M———
Great Valley Advisor Group, Inc.
N/A—23,291-23,291-100%$3.6M———
Operose Advisors LLC
N/A—23,216-23,216-100%$3.6M———
Natixis Advisors, LLC
N/A—22,545-22,545-100%$3.5M———
Western Wealth Management, LLC
N/A—22,162-22,162-100%$3.5M———
IEQ Capital, LLC
N/A—22,102-22,102-100%$3.5M———
Essex Financial Services, Inc.
N/A—21,912-21,912-100%$3.4M———
Kapstone Financial Advisors LLC
N/A—20,948-20,948-100%$3.3M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—20,674-20,674-100%$3.2M———
Mosaic Family Wealth Partners, LLC
N/A—20,074-20,074-100%$3.1M———
Pallas Capital Advisors LLC
N/A—19,888-19,888-100%$3.1M———
Bleakley Financial Group, LLC
N/A—19,587-19,587-100%$3.1M———
Focus Partners Advisor Solutions, LLC
N/A—19,151-19,151-100%$3.0M———
World Investment Advisors
N/A—19,140-19,140-100%$2.9M———
American Wealth Advisors, LLC
N/A—18,905-18,905-100%$3.0M———
Winthrop Partners - WNY, LLC
N/A—18,712-18,712-100%$2.9M———
Hancock Whitney Corp
N/A—18,664-18,664-100%$2.9M———
Webster Bank, N. A.
N/A—18,620-18,620-100%$2.9M———
Whittier Trust Co of Nevada Inc
N/A—18,525-18,525-100%$3.0M———
Transcend Capital Advisors, LLC
N/A—18,507-18,507-100%$2.9M———
Peapack Gladstone Financial Corp
N/A—18,179-18,179-100%$2.8M———
IFC Advisors LLC
N/A—17,673-17,673-100%$2.8M———
Zhang Financial LLC
N/A—17,317-17,317-100%$2.7M———
Gotham Asset Management, LLC
N/A—17,116-17,116-100%$2.7M———
Caerus Investment Advisors, LLC
N/A—16,920-16,920-100%$2.6M———
Thoroughbred Financial Services, LLC
N/A—16,651-16,651-100%$2.6M———
Peregrine Asset Advisers, Inc.
N/A—16,312-16,312-100%$2.5M———
NewEdge Wealth, LLC
N/A—16,229-16,229-100%$2.5M———
Stephens Inc
N/A—15,955-15,955-100%$2.5M———
Wealth Care LLC
N/A—15,910-15,910-100%$2.5M———
Asset Management Group, Inc.
N/A—15,755-15,755-100%$2.5M———
Stonebridge Financial Group, LLC
N/A—15,387-15,387-100%$2.4M———
Stratos Wealth Partners, Ltd.
N/A—15,366-15,366-100%$2.4M———
Astoria Portfolio Advisors Llc.
N/A—15,089-15,089-100%$2.4M———
Eldridge Investment Advisors, Inc.
N/A—14,974-14,974-100%$2.3M———
HSBC Holdings PLC
N/A—14,950-14,950-100%$2.3M———
Atlas Legacy Advisors, LLC
N/A—14,936-14,936-100%$2.3M———
Arkadios Wealth Advisors
N/A—14,745-14,745-100%$2.3M———
Cascade Financial Partners, LLC
N/A—14,670-14,670-100%$2.3M———
Dorsey & Whitney Trust Co LLC
N/A—14,458-14,458-100%$2.3M———
Orion Porfolio Solutions, LLC
N/A—14,428-14,428-100%$2.3M———
Global Retirement Partners, LLC
N/A—14,343-14,343-100%$2.2M———
Smith, Moore & Co.
N/A—14,343-14,343-100%$2.2M———
OneDigital Investment Advisors LLC
N/A—14,338-14,338-100%$2.2M———
Federation des caisses Desjardins du Quebec
N/A—14,319-14,319-100%$2.2M———
Aberdeen Wealth Management LLC
N/A—14,260-14,260-100%$2.2M———
Evercore Wealth Management, LLC
N/A—14,228-14,228-100%$2.2M———
Cozad Asset Management Inc
N/A—14,193-14,193-100%$2.2M———
Simmons Bank
N/A—14,169-14,169-100%$2.2M———
First Commonwealth Financial Corp
N/A—14,145-14,145-100%$2.2M———
Coldstream Capital Management Inc
N/A—14,118-14,118-100%$2.2M———
First American Trust, FSB
N/A—13,900-13,900-100%$2.2M———
Benjamin Edwards Inc
N/A—13,700-13,700-100%$2.1M———
Mayflower Financial Advisors, LLC
N/A—13,686-13,686-100%$2.1M———
Johnson Financial Group, Inc.
N/A—13,303-13,303-100%$2.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—13,183-13,183-100%$2.1M———
NorthRock Partners, LLC
N/A—13,141-13,141-100%$2.1M———
UBS Asset Management Americas LLC
N/A—13,129-13,129-100%$2.1M———
LOM Asset Management Ltd
N/A—13,111-13,111-100%$2.0M———
Cary Street Partners Financial LLC
N/A—12,929-12,929-100%$2.0M———
Principal Securities, Inc.
N/A—12,860-12,860-100%$2.0M———
Oxbow Advisors, LLC
N/A—12,621-12,621-100%$2.0M———
Nwam LLC
N/A—12,597-12,597-100%$2.0M———
Summit Financial, LLC
N/A—12,486-12,486-100%$2.0M———
Curi Capital, LLC
N/A—12,473-12,473-100%$1.9M———
Investment Advisory Group, LLC
N/A—12,461-12,461-100%$1.9M———
Osborne Partners Capital Management, LLC
N/A—12,429-12,429-100%$1.9M———
PFG Investments, LLC
N/A—12,277-12,277-100%$1.9M———
NCM Capital Management, LLC
N/A—12,274-12,274-100%$1.9M———
Aptus Capital Advisors, LLC
N/A—12,038-12,038-100%$1.9M———
CreativeOne Wealth, LLC
N/A—11,970-11,970-100%$1.9M———
Glen Eagle Advisors, LLC
N/A—11,951-11,951-100%$1.9M———
Fidelis Capital Partners, LLC
N/A—11,883-11,883-100%$1.9M———
BFC Planning, Inc.
N/A—11,863-11,863-100%$1.9M———
Fiduciary Trust Co
N/A—11,846-11,846-100%$1.9M———
Addison Capital Co
N/A—11,734-11,734-100%$1.8M———
Gladstone Institutional Advisory LLC
N/A—11,674-11,674-100%$1.8M———
Berkshire Asset Management LLC
N/A—11,563-11,563-100%$1.8M———
Pacific Point Advisors, LLC
N/A—11,383-11,383-100%$1.8M———
JMG Financial Group, Ltd.
N/A—11,056-11,056-100%$1.7M———
Bluespring Wealth Management, LLC
N/A—10,971-10,971-100%$1.7M———
Summit Trail Advisors, LLC
N/A—10,901-10,901-100%$1.7M———
Envestnet Portfolio Solutions, Inc.
N/A—10,888-10,888-100%$1.7M———
BOK Financial Private Wealth, Inc.
N/A—10,785-10,785-100%$1.7M———
Fox Hill Wealth Management
N/A—10,715-10,715-100%$1.7M———
MainStreet Investment Advisors LLC
N/A—10,710-10,710-100%$1.7M———
Mission Creek Capital Partners, Inc.
N/A—10,686-10,686-100%$1.7M———
RWA Wealth Partners, LLC
N/A—10,517-10,517-100%$1.6M———
Regal Investment Advisors LLC
N/A—10,467-10,467-100%$1.6M———
Nest Investments, LLC
N/A—10,370-10,370-100%$1.6M———
Tyche Wealth Partners LLC
N/A—10,158-10,158-100%$1.6M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—10,115-10,115-100%$1.6M———
Keel Point, LLC
N/A—10,073-10,073-100%$1.6M———
Prepared Retirement Institute LLC
N/A—9,995-9,995-100%$1.6M———
Belpointe Asset Management LLC
N/A—9,975-9,975-100%$1.6M———
Sound View Wealth Advisors Group, LLC
N/A—9,932-9,932-100%$1.6M———
Farmers National Bank
N/A—9,913-9,913-100%$1.5M———
SouthState Bank Corp
N/A—9,630-9,630-100%$1.5M———
Whittier Trust Co
N/A—9,583-9,583-100%$1.5M———
IMA Advisory Services, Inc.
N/A—9,565-9,565-100%$1.5M———
HM Payson & Co
N/A—9,462-9,462-100%$1.5M———
Savvy Advisors, Inc.
N/A—9,374-9,374-100%$1.5M———
Snowwater Investment Partners, LLC
N/A—9,220-9,220-100%$1.4M———
Guardian Wealth Advisors, LLC / NC
N/A—9,070-9,070-100%$1.4M———
Prosperity Consulting Group, LLC
N/A—9,067-9,067-100%$1.4M———
Pettyjohn, Wood & White, Inc
N/A—9,064-9,064-100%$1.4M———
Dakota Wealth Management
N/A—9,051-9,051-100%$1.4M———
Rockbridge Investment Management, LCC
N/A—8,969-8,969-100%$1.4M———
Rehmann Capital Advisory Group
N/A—8,789-8,789-100%$1.4M———
Freestone Capital Holdings, LLC
N/A—8,246-8,246-100%$1.3M———
Old North State Trust, LLC
N/A—8,228-8,228-100%$1.3M———
Continuum Advisory, LLC
N/A—8,168-8,168-100%$1.3M———
Three Bearings Fiduciary Advisors, Inc.
N/A—8,019-8,019-100%$1.3M———
Bradley Foster & Sargent Inc
N/A—8,014-8,014-100%$1.3M———
Performance Wealth Partners, LLC
N/A—7,971-7,971-100%$1.2M———
Caprock Group, LLC
N/A—7,852-7,852-100%$1.2M———
O'rourke & Company, Inc
N/A—7,830-7,830-100%$1.2M———
SCS Capital Management LLC
N/A—7,811-7,811-100%$1.2M———
CVA Family Office, LLC
N/A—7,752-7,752-100%$1.2M———
Capital Group Private Client Services, Inc.
N/A—7,576-7,576-100%$1.2M———
Stonebridge Capital Advisors LLC
N/A—7,575-7,575-100%$1.2M———
Financial Engines Advisors L.L.C.
N/A—7,436-7,436-100%$1.2M———
Neuberger Berman Group LLC
N/A—7,294-7,294-100%$1.1M———
Wellspring Financial Advisors, LLC
N/A—7,205-7,205-100%$1.1M———
D. E. Shaw & Co., Inc.
N/A—7,043-7,043-100%$1.1M———
Intrust Bank NA
N/A—7,013-7,013-100%$1.1M———
First National Bank of Omaha
N/A—6,980-6,980-100%$1.1M———
Vision Retirement, LLC
N/A—6,928-6,928-100%$1.1M———
River Wealth Advisors LLC
N/A—6,835-6,835-100%$1.1M———
Security National Bank of SO DAK
N/A—6,754-6,754-100%$1.1M———
WealthTrust Axiom LLC
N/A—6,575-6,575-100%$1.0M———
Colter Lewis Investment Partners LLC
N/A—6,530-6,530-100%$1.0M———
Strait & Sound Wealth Management LLC
N/A—6,361-6,361-100%$994.2K———
Ameriflex Group, Inc.
N/A—6,295-6,295-100%$983.9K———
IHT Wealth Management, LLC
N/A—6,260-6,260-100%$978.4K———
Thomasville National Bank
N/A—6,258-6,258-100%$978.1K———
BHK Investment Advisors, LLC
N/A—6,167-6,167-100%$964.0K———
Lowe Brockenbrough & Co Inc
N/A—6,129-6,129-100%$958.0K———
Kintra Wealth, LLC
N/A—6,019-6,019-100%$991.8K———
Jupiter Wealth Management LLC
N/A—5,900-5,900-100%$922.2K———
M1 Capital Management LLC
N/A—5,818-5,818-100%$909.3K———
Texas Yale Capital Corp.
N/A—5,795-5,795-100%$905.8K———
Park Place Capital Corp
N/A—5,787-5,787-100%$904.5K———
Marietta Investment Partners LLC
N/A—5,600-5,600-100%$875.3K———
Marco Investment Management LLC
N/A—5,591-5,591-100%$873.9K———
Alley Investment Management Company, LLC
N/A—5,579-5,579-100%$872.0K———
Choate Investment Advisors
N/A—5,490-5,490-100%$858.1K———
Gamco Investors, Inc. ET AL
N/A—5,400-5,400-100%$844.0K———
Wellington-Altus USA Inc.
N/A—5,400-5,400-100%$817.6K———
QRG Capital Management, Inc.
N/A—5,396-5,396-100%$843.4K———
Marquette Associates, Inc.
N/A—5,243-5,243-100%$819.5K———
Dearborn Partners LLC
N/A—5,211-5,211-100%$814.5K———
WJ Financial Advisors LLC
N/A—5,188-5,188-100%$810.9K———
First Manhattan Co. Llc.
N/A—5,180-5,180-100%$809.6K———
Centaurus Financial, Inc.
N/A—5,135-5,135-100%$803.0K———
Gentry Private Wealth, LLC
N/A—5,115-5,115-100%$799.5K———
Aspen Grove Capital, LLC
N/A—5,105-5,105-100%$798.0K———
O'shaughnessy Asset Management, LLC
N/A—5,083-5,083-100%$794.5K———
Kingsview Wealth Management, LLC
N/A—5,002-5,002-100%$781.8K———
Ausdal Financial Partners, Inc.
N/A—4,982-4,982-100%$778.7K———
Nuveen, LLC
N/A—4,954-4,954-100%$774.3K———
Mayport, LLC
N/A—4,774-4,774-100%$746.2K———
Maridea Wealth Management LLC
N/A—4,728-4,728-100%$739.0K———
Sumitomo Mitsui Financial Group, Inc.
N/A—4,701-4,701-100%$734.8K———
RIK Saylor Financial, Inc.
N/A—4,695-4,695-100%$733.8K———
Bartlett & Co. Wealth Management LLC
N/A—4,630-4,630-100%$723.7K———
Venturi Wealth Management, LLC
N/A—4,621-4,621-100%$722.3K———
Jaffetilchin Investment Partners, LLC
N/A—4,613-4,613-100%$721.0K———
Portland Global Advisors LLC
N/A—4,600-4,600-100%$719.0K———
Leavell Investment Management, Inc.
N/A—4,526-4,526-100%$707.4K———
Star Financial Bank
N/A—4,457-4,457-100%$696.6K———
SageGuard Financial Group, LLC
N/A—4,362-4,362-100%$681.7K———
Bellevue Asset Management, LLC
N/A—4,209-4,209-100%$657.9K———
Fiduciary Group, LLC
N/A—4,189-4,189-100%$654.7K———
Lakeridge Wealth Management LLC
N/A—4,058-4,058-100%$634.2K———
Brown Brothers Harriman & Co
N/A—4,053-4,053-100%$633.5K———
Advisors Capital Management, LLC
N/A—4,037-4,037-100%$631.0K———
Xcelsior Advisor Partners LLC
N/A—3,993-3,993-100%$624.1K———
Atlanta Consulting Group Advisors, LLC
N/A—3,979-3,979-100%$621.9K———
Alerus Financial NA
N/A—3,962-3,962-100%$619.3K———
Fiducient Advisors LLC
N/A—3,896-3,896-100%$608.9K———
Foundations Investment Advisors, LLC
N/A—3,765-3,765-100%$588.5K———
Logan Stone Capital, LLC
N/A—3,626-3,626-100%$566.7K———
Clark Capital Management Group, Inc.
N/A—3,605-3,605-100%$563.5K———
Rogco, LP
N/A—3,590-3,590-100%$561.1K———
Schnieders Capital Management, Llc.
N/A—3,551-3,551-100%$555.0K———
Cofg Advisors, LLC
N/A—3,536-3,536-100%$552.6K———
Hexagon Capital Partners LLC
N/A—3,504-3,504-100%$547.7K———
Strategic Wealth Partners, Ltd.
N/A—3,426-3,426-100%$535.5K———
SHP Wealth Management
N/A—3,412-3,412-100%$533.3K———
Allie Family Office LLC
N/A—3,370-3,370-100%$526.7K———
PMG Wealth Management, Inc.
N/A—3,360-3,360-100%$525.2K———
Peak Planning Group, LLC
N/A—3,356-3,356-100%$524.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,271-3,271-100%$511.3K———
Davis R M Inc
N/A—3,270-3,270-100%$511.1K———
Spartan Wealth Advisory Services LLC
N/A—3,270-3,270-100%$511.1K———
Cbiz Investment Advisory Services, LLC
N/A—3,238-3,238-100%$490.2K———
Aspire Capital Advisors LLC
N/A—3,180-3,180-100%$497.0K———
Arrowroot Family Office, LLC
N/A—3,157-3,157-100%$493.4K———
Atlantic Union Bankshares Corp
N/A—3,150-3,150-100%$492.3K———
M. Kulyk & Associates, LLC
N/A—3,114-3,114-100%$486.7K———
RiverFront Investment Group, LLC
N/A—3,050-3,050-100%$476.7K———
Iconiq Capital, LLC
N/A—3,039-3,039-100%$475.0K———
Capstone Wealth Management, Inc.
N/A—3,010-3,010-100%$473.9K———
Balanced Wealth Group LLC
N/A—2,996-2,996-100%$468.3K———
Northstar Group, Inc.
N/A—2,975-2,975-100%$465.0K———
GW&K Investment Management, LLC
N/A—2,951-2,951-100%$461.0K———
Navis Wealth Advisors, LLC
N/A—2,903-2,903-100%$453.8K———
Access Financial Services, Inc.
N/A—2,895-2,895-100%$452.5K———
Zacks Investment Management
N/A—2,890-2,890-100%$451.7K———
Horizon Investments, LLC
N/A—2,820-2,820-100%$440.8K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—2,713-2,713-100%$424.0K———
Keating Financial Advisory Services, Inc.
N/A—2,696-2,696-100%$421.4K———
Vestmark Advisory Solutions, Inc.
N/A—2,693-2,693-100%$420.9K———
Cape ANN Savings Bank
N/A—2,690-2,690-100%$420.4K———
Cardiff Park Advisors, LLC
N/A—2,671-2,671-100%$417.4K———
Steelhead Wealth Management LLC
N/A—2,667-2,667-100%$416.0K———
Sandro Wealth Management LLC
N/A—2,666-2,666-100%$416.7K———
Bearing Point Capital, LLC
N/A—2,655-2,655-100%$415.0K———
Capital Advisors Inc
N/A—2,627-2,627-100%$410.6K———
Glassman Wealth Services
N/A—2,619-2,619-100%$409.4K———
SlateStone Wealth, LLC
N/A—2,568-2,568-100%$401.0K———
Chevy Chase Trust Holdings, LLC
N/A—2,546-2,546-100%$397.9K———
Tudor Financial Inc.
N/A—2,512-2,512-100%$392.7K———
Coastal Bridge Advisors, LLC
N/A—2,503-2,503-100%$391.2K———
Passive Capital Management, Llc.
N/A—2,500-2,500-100%$352.9K———
Trivium Point Advisory, LLC
N/A—2,483-2,483-100%$388.1K———
Pacific SUN Financial Corp
N/A—2,477-2,477-100%$387.2K———
Elk River Wealth Management LLC
N/A—2,471-2,471-100%$386.2K———
Security National Bank of Sioux City Iowa
N/A—2,455-2,455-100%$383.7K———
Tiaa Trust, National Association
N/A—2,450-2,450-100%$382.9K———
Rodgers Brothers Inc.
N/A—2,422-2,422-100%$378.6K———
Lcnb Corp
N/A—2,407-2,407-100%$376.2K———
United Bank
N/A—2,399-2,399-100%$375.0K———
First Western Trust Bank
N/A—2,386-2,386-100%$372.9K———
North Star Asset Management Inc
N/A—2,385-2,385-100%$372.8K———
Pure Financial Advisors, LLC
N/A—2,351-2,351-100%$367.4K———
Nicolet Bankshares Inc
N/A—2,315-2,315-100%$361.8K———
Madison Wealth Partners, Inc
N/A—2,295-2,295-100%$358.8K———
Perspective Wealth Advisors LLC
N/A—2,283-2,283-100%$356.8K———
Millennium Management LLC
N/A—2,280-2,280-100%$356.4K———
Heritage Wealth Advisors
N/A—2,260-2,260-100%$353.2K———
Orleans Capital Management Corp
N/A—2,250-2,250-100%$351.7K———
Northwest Bancshares, Inc.
N/A—2,235-2,235-100%$349.3K———
Castle Wealth Management LLC
N/A—2,233-2,233-100%$349.0K———
Mitchell Mcleod Pugh & Williams Inc
N/A—2,221-2,221-100%$347.1K———
One Capital Management, LLC
N/A—2,187-2,187-100%$331.2K———
Colonial Trust Advisors
N/A—2,176-2,176-100%$340.1K———
JMN Financial LLC
N/A—2,157-2,157-100%$337.1K———
Silvercrest Asset Management Group LLC
N/A—2,131-2,131-100%$333.1K———
Orion Capital Management LLC
N/A—2,130-2,130-100%$332.9K———
Resurgent Financial Advisors LLC
N/A—2,110-2,110-100%$329.9K———
Rothschild Investment LLC
N/A—2,106-2,106-100%$329.2K———
ST Germain D J Co Inc
N/A—2,075-2,075-100%$324.3K———
Private Wealth Asset Management, LLC
N/A—2,075-2,075-100%$324.3K———
Founders Financial Alliance, LLC
N/A—2,062-2,062-100%$322.3K———
Fourth Dimension Wealth, LLC
N/A—2,050-2,050-100%$320.4K———
Citadel Advisors LLC
N/A—2,033-2,033-100%$317.8K———
Chatterton & Associates Inc.
N/A—1,988-1,988-100%$314.3K———
OakTrust Wealth Advisors, LLC
N/A—1,984-1,984-100%$310.1K———
BTG Pactual Asset Management US LLC
N/A—1,979-1,979-100%$309.3K———
Pine Valley Investments Ltd Liability Co
N/A—1,976-1,976-100%$308.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,972-1,972-100%$308.2K———
Stillwater Capital Advisors, LLC
N/A—1,964-1,964-100%$307.0K———
Garden State Investment Advisory Services LLC
N/A—1,956-1,956-100%$305.9K———
S&T Bank
N/A—1,955-1,955-100%$249.3K———
Steigerwald, Gordon & Koch Inc.
N/A—1,950-1,950-100%$304.8K———
City National Bank of Florida
N/A—1,932-1,932-100%$302.0K———
Highview Capital Management LLC
N/A—1,925-1,925-100%$300.9K———
Bantamac Capital, LLC
N/A—1,900-1,900-100%$297.0K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—1,885-1,885-100%$294.6K———
GWN Securities Inc.
N/A—1,882-1,882-100%$294.2K———
Providence Capital Advisors, LLC
N/A—1,867-1,867-100%$291.8K———
Calton & Associates, Inc.
N/A—1,865-1,865-100%$291.5K———
Anchor Investment Management, LLC
N/A—1,860-1,860-100%$290.7K———
Spirepoint Private Client, LLC
N/A—1,838-1,838-100%$287.3K———
Birchcreek Wealth Management, LLC
N/A—1,828-1,828-100%$285.7K———
Mustico Financial Group, Inc.
N/A—1,808-1,808-100%$294.7K———
Sand Hill Global Advisors, LLC
N/A—1,802-1,802-100%$281.7K———
Tulsa Wealth Advisors, Inc
N/A—1,800-1,800-100%$281.4K———
1ST Source Bank
N/A—1,798-1,798-100%$281.0K———
South Plains Financial, Inc.
N/A—1,788-1,788-100%$279.5K———
CoreFirst Bank & Trust
N/A—1,779-1,779-100%$278.1K———
Borer Denton & Associates, Inc.
N/A—1,750-1,750-100%$273.5K———
Tower Bridge Advisors
N/A—1,750-1,750-100%$273.5K———
First Trust Advisors LP
N/A—1,741-1,741-100%$272.1K———
Van Hulzen Asset Management, LLC
N/A—1,717-1,717-100%$268.4K———
Motco
N/A—1,711-1,711-100%$267.4K———
Cloud Capital Management, LLC
N/A—1,694-1,694-100%$264.0K———
BCS Private Wealth Management, Inc.
N/A—1,691-1,691-100%$264.3K———
Francis Financial, Inc.
N/A—1,675-1,675-100%$261.8K———
American Financial Advisors, LLC
N/A—1,658-1,658-100%$259.2K———
Kovack Advisors, Inc.
N/A—1,645-1,645-100%$258.0K———
Allred Capital Management, LLC
N/A—1,633-1,633-100%$256.3K———
Berger Financial Group, Inc
N/A—1,632-1,632-100%$255.0K———
1 North Wealth Services LLC
N/A—1,625-1,625-100%$254.0K———
Mission Hills Financial Advisory, LLC
N/A—1,617-1,617-100%$252.8K———
Cedar Wealth Management, LLC
N/A—1,600-1,600-100%$250.1K———
Perennial Investment Advisors, LLC
N/A—1,600-1,600-100%$250.0K———
Colonial Trust Co / SC
N/A—1,595-1,595-100%$249.3K———
Wick Capital Partners, LLC
N/A—1,574-1,574-100%$246.0K———
Azimuth Capital Investment Management LLC
N/A—1,567-1,567-100%$244.9K———
Duncan Williams Asset Management, LLC
N/A—1,566-1,566-100%$244.7K———
Pasadena Private Wealth, LLC
N/A—1,551-1,551-100%$242.4K———
Pgim Custom Harvest LLC
N/A—1,551-1,551-100%$242.5K———
Riverview Capital Advisers, LLC
N/A—1,538-1,538-100%$240.4K———
Mrwm Advisors, LLC
N/A—1,537-1,537-100%$240.2K———
Ironwood Investment Counsel, LLC
N/A—1,533-1,533-100%$239.6K———
WFA of San Diego, LLC
N/A—1,525-1,525-100%$251.3K———
Houlihan Financial Resource Group, Ltd.
N/A—1,524-1,524-100%$238.2K———
Northstar Advisory Group, LLC
N/A—1,516-1,516-100%$236.9K———
Iron Gate Global Advisors LLC
N/A—1,511-1,511-100%$236.1K———
American Trust
N/A—1,502-1,502-100%$234.8K———
Topsail Wealth Management, LLC
N/A—1,500-1,500-100%$234.5K———
Paces Ferry Wealth Advisors, LLC
N/A—1,477-1,477-100%$230.9K———
Denver Wealth Management, Inc.
N/A—1,470-1,470-100%$229.8K———
Bridgewealth Advisory Group, LLC
N/A—1,450-1,450-100%$226.6K———
Dunhill Financial, LLC
N/A—1,429-1,429-100%$223.4K———
Panoramic Investment Advisors, LLC
N/A—1,412-1,412-100%$220.7K———
Strategies Wealth Advisors, LLC
N/A—1,410-1,410-100%$220.4K———
Empower Advisory Group, LLC
N/A—1,407-1,407-100%$219.9K———
Connable Office Inc
N/A—1,406-1,406-100%$219.8K———
Fort Sheridan Advisors LLC
N/A—1,402-1,402-100%$219.1K———
Headinvest, LLC
N/A—1,400-1,400-100%$218.8K———
Reyl & Cie S.A.
N/A—1,390-1,390-100%$211.0K———
RiverGlades Family Offices LLC
N/A—1,380-1,380-100%$215.7K———
Select Asset Management & Trust
N/A—1,373-1,373-100%$215.0K———
Storen Legacy Partners, LLC
N/A—1,367-1,367-100%$213.7K———
LaSalle St. Investment Advisors, LLC
N/A—1,357-1,357-100%$212.1K———
Sargent Investment Group, LLC
N/A—1,340-1,340-100%$209.4K———
SAM Advisors, LLC
N/A—1,337-1,337-100%$209.0K———
Heritage Trust Co
N/A—1,325-1,325-100%$207.1K———
Hills Bank & Trust Co
N/A—1,321-1,321-100%$206.5K———
Beckerman Institutional, LLC
N/A—1,316-1,316-100%$205.4K———
Wealthquest Corp
N/A—1,315-1,315-100%$205.5K———
Chancellor Financial Group WB LP
N/A—1,309-1,309-100%$204.6K———
V2 Financial group LLC
N/A—1,300-1,300-100%$203.2K———
VeraBank, N.A.
N/A—1,300-1,300-100%$203.2K———
HFG Advisors, Inc.
N/A—1,295-1,295-100%$202.4K———
Roundview Capital LLC
N/A—1,286-1,286-100%$201.1K———
Donaldson Capital Management, LLC
N/A—1,284-1,284-100%$200.6K———
LRI Investments, LLC
N/A—1,255-1,255-100%$196.2K———
Innovative Asset Advisors Group, LLC
N/A—1,253-1,253-100%$195.9K———
Riverview Trust Co
N/A—1,196-1,196-100%$186.9K———
Westend Capital Management, LLC
N/A—1,180-1,180-100%$184.4K———
Measured Wealth Private Client Group, LLC
N/A—1,163-1,163-100%$181.8K———
CNB Bank
N/A—1,102-1,102-100%$172.2K———
Rialto Wealth Management, LLC
N/A—1,087-1,087-100%$169.9K———
Crews Bank & Trust
N/A—1,038-1,038-100%$162.2K———
Raffa Wealth Management, LLC
N/A—1,027-1,027-100%$160.6K———
Ancora Advisors LLCA
N/A—1,009-1,009-100%$157.7K———
Cornerstone Financial Management LLC
N/A—1,000-1,000-100%$156.3K———
Crewe Advisors LLC
N/A—963-963-100%$150.5K———
EFG International AG
N/A—961-961-100%$150.2K———
Synergy Investment Management, LLC
N/A—937-937-100%$150.3K———
Financial Life Planners
N/A—894-894-100%$139.7K———
Matrix Private Capital Group LLC
N/A—793-793-100%$123.9K———
Caldwell Sutter Capital, Inc.
N/A—736-736-100%$115.0K———
Prosperity Bancshares Inc
N/A—677-677-100%$105.8K———
VSM Wealth Advisory, LLC
N/A—673-673-100%$105.2K———
Toronto Dominion Bank
N/A—667-667-100%$104.3K———
Beaird Harris Wealth Management, LLC
N/A—642-642-100%$100.3K———
Tiaa Wealth Investment Management LLC
N/A—537-537-100%$84.8K———
Meramec Financial Planners, LLC
N/A—498-498-100%$81.2K———
Vanguard Advisers Inc
N/A—483-483-100%$75.5K———
Ballast Advisors LLC
N/A—482-482-100%$75.3K———
N.E.W. Advisory Services LLC
N/A—480-480-100%$75.0K———
Nalls Sherbakoff Group, LLC
N/A—432-432-100%$67.5K———
Schroder Investment Management Group
N/A—432-432-100%$67.5K———
Hollencrest Capital Management
N/A—396-396-100%$61.9K———
Morris Financial Concepts, Inc.
N/A—389-389-100%$60.8K———
Morse Asset Management, Inc
N/A—389-389-100%$60.8K———
Millstone Evans Group, LLC
N/A—372-372-100%$58.1K———
Marshall Investment Management, LLC
N/A—371-371-100%$58.1K———
Seneschal Advisors, LLC
N/A—343-343-100%$53.6K———
Corsicana & Co.
N/A—341-341-100%$53.3K———
PIN OAK Investment Advisors Inc
N/A—311-311-100%$49.0K———
Strive Financial Group,LLC
N/A—282-282-100%$44.1K———
Smartleaf Asset Management LLC
N/A—272-272-100%$42.9K———
Napier Financial, LLC
N/A—262-262-100%$41.0K———
Cypress Capital Management LLC (WY)
N/A—261-261-100%$40.8K———
Mpwm Advisory Solutions, LLC
N/A—259-259-100%$40.5K———
Kilter Group LLC
N/A—241-241-100%$37.7K———
Miller Capital Partners, Inc.
N/A—210-210-100%$32.8K———
Transamerica Financial Advisors, LLC
N/A—206-206-100%$32.2K———
Avalon Trust Co
N/A—181-181-100%$28.3K———
Rice Partnership, LLC
N/A—175-175-100%$27.4K———
Oxford Financial Group, Ltd. LLC
N/A—160-160-100%$25.0K———
JPL Wealth Management, LLC
N/A—155-155-100%$24.2K———
C M Bidwell & Associates LTD
N/A—140-140-100%$21.9K———
Fiduciary Financial Advisors
N/A—133-133-100%$20.8K———
Family Manage LLC
N/A—131-131-100%$20.5K———
PlanVest Financial, Inc
N/A—129-129-100%$20.2K———
Medallion Wealth Advisors, LLC
N/A—128-128-100%$20.0K———
Consultiva Wealth Management, Corp.
N/A—127-127-100%$19.9K———
Paladin Advisory Group, LLC
N/A—108-108-100%$16.9K———
Highland Investment Advisors LLC
N/A—104-104-100%$16.3K———
Mark Sheptoff Financial Planning, LLC
N/A—100-100-100%$15.6K———
Timbuktu Capital Management, LLC
N/A—100-100-100%$15.6K———
Howe & Rusling Inc
N/A—100-100-100%$15.6K———
Delta Asset Management LLC
N/A—98-98-100%$15.3K———
NI Acquisitions Company, LLC
N/A—98-98-100%$113.1K———
HHM Wealth Advisors, LLC
N/A—93-93-100%$14.5K———
Silicon Valley Capital Partners
N/A—88-88-100%$13.8K———
TD Capital Management LLC
N/A—76-76-100%$11.9K———
Morgan Dempsey Capital Management LLC
N/A—75-75-100%$11.7K———
WealthShield Partners, LLC
N/A—71-71-100%$11.1K———
Basepoint Wealth LLC
N/A—61-61-100%$9.5K———
Nova Wealth Management, Inc.
N/A—60-60-100%$9.4K———
Prestige Wealth Management Group LLC
N/A—52-52-100%$8.1K———
Strategic Investment Solutions, Inc.
N/A—50-50-100%$7.8K———
Broadwater Capital Management LLC
N/A—42-42-100%$6.6K———
Roble, Belko & Company, Inc
N/A—34-34-100%$5———
Darwin Wealth Management, LLC
N/A—29-29-100%$4.7K———
Cheviot Value Management, LLC
N/A—27-27-100%$4.2K———
Atomic Invest LLC
N/A—18-18-100%$2.8K———
Tanglewood Legacy Advisors, LLC
N/A—15-15-100%$2.3K———
Coppell Advisory Solutions LLC
N/A—8-8-100%$576.6K———
Cary Street Partners Investment Advisory LLC
N/A—00—$53———
Showing 1487 of 1487 institutions