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Ishares Msci Emerging Market (EEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Barclays PLC
DECREASED
Shares398,378,171 from 939,833,340
Change-541,455,169 (-58%)
Value$26.6B (-$37.7B)
Filed 2026-11-06
Retirement Systems of Alabama
UNCHANGED
Shares9,131,302 from 9,131,302
Change0 (0%)
Value$609.9M (-$14.8M)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares5,513,631 from 3,873,362
Change+1,640,269 (+42%)
Value$368.3M (+$103.3M)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares4,589,587 from 4,650,417
Change-60,830 (-1%)
Value$306.5M (-$11.6M)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares4,368,565 from 4,535,368
Change-166,803 (-4%)
Value$291.8M (-$18.5M)
Filed 2026-11-06
Bank of New York Mellon Corp
DECREASED
Shares3,808,154 from 3,924,398
Change-116,244 (-3%)
Value$254.3M (-$14.1M)
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares3,393,814 from 3,374,039
Change+19,775 (+1%)
Value$226.7M (-$4.1M)
Filed 2026-11-05
Arga Investment Management, LP
NEW
Shares2,203,244
Change+2,203,244
Value$147.2M
Filed 2026-10-30
Greenfield FTC, Inc.
UNCHANGED
Shares1,880,531 from 1,880,531
Change0 (0%)
Value$125.6M (-$3.0M)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,705,830 from 1,814,769
Change-108,939 (-6%)
Value$113.9M (-$10.2M)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares1,657,210 from 1,638,280
Change+18,930 (+1%)
Value$110.7M (-$1.4M)
Filed 2026-11-05
Regions Financial Corp
DECREASED
Shares1,350,259 from 1,376,167
Change-25,908 (-2%)
Value$90.2M (-$4.0M)
Filed 2026-11-05
Total Investment Management Inc
DECREASED
Shares1,257,559 from 1,309,112
Change-51,553 (-4%)
Value$84.0M (+$91.3K)
Filed 2026-10-22
Greenleaf Trust
DECREASED
Shares1,253,533 from 1,379,059
Change-125,526 (-9%)
Value$83.7M (-$10.6M)
Filed 2026-10-29
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares1,026,664 from 1,056,615
Change-29,951 (-3%)
Value$68.6M (-$3.7M)
Filed 2026-10-16
Keybank National Association
INCREASED
Shares977,377 from 973,583
Change+3,794 (+0%)
Value$65.3M (-$1.3M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares966,557 from 883,797
Change+82,760 (+9%)
Value$64.6M (+$4.1M)
Filed 2026-10-30
MKP Capital Management, L.L.C.
NEW
Shares952,000
Change+952,000
Value$63.6M
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
INCREASED
Shares833,665 from 817,183
Change+16,482 (+2%)
Value$55.7M (-$223.0K)
Filed 2026-10-23
Creative Planning
DECREASED
Shares714,140 from 718,199
Change-4,059 (-1%)
Value$47.7M (-$1.4M)
Filed 2026-11-02
Gradient Investments LLC
NEW
Shares678,267
Change+678,267
Value$45.3M
Filed 2026-10-08
Provenance Wealth Advisors, LLC
DECREASED
Shares595,217 from 627,008
Change-31,791 (-5%)
Value$39.8M (-$3.1M)
Filed 2026-10-30
New Harbor Financial Group, LLC
INCREASED
Shares587,801 from 583,206
Change+4,595 (+1%)
Value$39.3M (-$637.9K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares578,940 from 613,201
Change-34,261 (-6%)
Value$38.7M (-$3.3M)
Filed 2026-11-02
Meitav Investment House LTD
DECREASED
Shares553,781 from 677,257
Change-123,476 (-18%)
Value$37.0M (-$9.3M)
Filed 2026-10-28
Amarillo National Bank
INCREASED
Shares551,768 from 547,167
Change+4,601 (+1%)
Value$36.9M (-$579.1K)
Filed 2026-10-23
Beirne Wealth Consulting Services, LLC
INCREASED
Shares526,457 from 526,196
Change+261 (+0%)
Value$35.2M (-$835.1K)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares512,984 from 456,874
Change+56,110 (+12%)
Value$31.0M (+$3.4M)
Filed 2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED
Shares392,000 from 392,000
Change0 (0%)
Value$26.2M (-$635.0K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares391,521 from 588,739
Change-197,218 (-33%)
Value$26.2K (-$40.2M)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares351,352 from 340,386
Change+10,966 (+3%)
Value$23.5M (+$181.0K)
Filed 2026-10-22
Cullen T Bankers, Inc.
INCREASED
Shares349,780 from 323,749
Change+26,031 (+8%)
Value$23.4M (+$1.2M)
Filed 2026-10-28
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares347,462 from 208,497
Change+138,965 (+67%)
Value$23.2M (+$8.9M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares340,447 from 275,807
Change+64,640 (+23%)
Value$22.7M (+$3.9M)
Filed 2026-11-02
Colton Groome Financial Advisors, LLC
INCREASED
Shares337,725 from 315,410
Change+22,315 (+7%)
Value$22.6M (+$979.5K)
Filed 2026-10-06
Mesirow Financial Investment Management, Inc.
INCREASED
Shares335,086 from 333,948
Change+1,138 (+0%)
Value$22.4M (-$465.0K)
Filed 2026-11-05
BIP Wealth, LLC
INCREASED
Shares326,457 from 312,073
Change+14,384 (+5%)
Value$21.8M (+$455.1K)
Filed 2026-10-22
TD Waterhouse Canada Inc.
INCREASED
Shares302,272 from 144,741
Change+157,531 (+109%)
Value$20.2M (+$10.6M)
Filed 2026-10-16
Verdence Capital Advisors LLC
INCREASED
Shares297,958 from 291,652
Change+6,306 (+2%)
Value$19.9M (-$51.4K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
DECREASED
Shares286,149 from 466,139
Change-179,990 (-39%)
Value$19.1M (-$12.8M)
Filed 2026-10-16
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares273,713 from 254,550
Change+19,163 (+8%)
Value$18.3M (+$867.5K)
Filed 2026-11-04
Riggs Asset Managment Co. Inc.
INCREASED
Shares261,673 from 259,444
Change+2,229 (+1%)
Value$17.5M (-$271.4K)
Filed 2026-11-05
NTV Asset Management LLC
INCREASED
Shares259,487 from 233,348
Change+26,139 (+11%)
Value$17.3M (+$1.4M)
Filed 2026-10-23
First Heartland Consultants, Inc.
DECREASED
Shares256,260 from 274,373
Change-18,113 (-7%)
Value$17.1M (-$1.7M)
Filed 2026-10-08
Bailard, Inc.
UNCHANGED
Shares246,168 from 246,168
Change0 (0%)
Value$16.4M (-$398.8K)
Filed 2026-10-13
StoneX Group Inc.
INCREASED
Shares236,906 from 107,745
Change+129,161 (+120%)
Value$15.7M (+$8.3M)
Filed 2026-11-03
Ayalon Insurance Comp Ltd.
NEW
Shares235,250
Change+235,250
Value$15.7K
Filed 2026-10-08
Clarity Wealth Advisors, LLC
INCREASED
Shares230,656 from 220,974
Change+9,682 (+4%)
Value$15.4M (+$288.7K)
Filed 2026-10-21
Csenge Advisory Group
INCREASED
Shares226,058 from 163,626
Change+62,432 (+38%)
Value$15.1M (+$3.9M)
Filed 2026-11-04
Finley Financial, LLC
INCREASED
Shares225,548 from 224,925
Change+623 (+0%)
Value$15.1M (-$318.3K)
Filed 2026-10-28
Banque Pictet & CIE SA
DECREASED
Shares225,500 from 238,928
Change-13,428 (-6%)
Value$15.1M (-$1.3M)
Filed 2026-10-16
SteelPeak Wealth, LLC
INCREASED
Shares223,558 from 211,132
Change+12,426 (+6%)
Value$14.9M (+$487.9K)
Filed 2026-10-16
Vista Finance, LLC
INCREASED
Shares215,020 from 213,388
Change+1,632 (+1%)
Value$14.4M (-$236.7K)
Filed 2026-10-23
Lido Advisors, LLC
DECREASED
Shares213,080 from 224,336
Change-11,256 (-5%)
Value$14.2M (-$1.1M)
Filed 2026-11-04
Citizens Financial Group Inc
DECREASED
Shares210,127 from 267,466
Change-57,339 (-21%)
Value$14.0M (-$4.3M)
Filed 2026-10-23
Aries Wealth Management
INCREASED
Shares208,948 from 202,496
Change+6,452 (+3%)
Value$14.0M (+$102.9K)
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares204,448 from 199,501
Change+4,947 (+2%)
Value$13.7M (+$7.2K)
Filed 2026-10-27
Choreo, LLC
DECREASED
Shares201,200 from 203,399
Change-2,199 (-1%)
Value$13.4M (-$476.4K)
Filed 2026-10-28
Tctc Holdings, LLC
INCREASED
Shares200,982 from 198,035
Change+2,947 (+1%)
Value$13.4M (-$124.0K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares190,101 from 182,264
Change+7,837 (+4%)
Value$12.7M (+$232.3K)
Filed 2026-10-08
Thrivent Financial for Lutherans
DECREASED
Shares185,179 from 226,373
Change-41,194 (-18%)
Value$12.4M (-$3.1M)
Filed 2026-11-05
HT Partners LLC
UNCHANGED
Shares184,637 from 184,637
Change0 (0%)
Value$12.3M (-$299.1K)
Filed 2026-10-20
Washington Growth Strategies LLC
INCREASED
Shares178,393 from 174,115
Change+4,278 (+2%)
Value$11.9M (+$3.7K)
Filed 2026-10-19
Pinnacle Financial Group, LLC / IL
INCREASED
Shares177,397 from 173,422
Change+3,975 (+2%)
Value$11.8M (-$15.5K)
Filed 2026-10-29
Lmcg Investments, LLC
DECREASED
Shares174,730 from 177,113
Change-2,383 (-1%)
Value$11.7M (-$446.1K)
Filed 2026-10-21
Globalt Investments LLC / GA
DECREASED
Shares171,765 from 185,640
Change-13,875 (-7%)
Value$11.5M (-$1.2M)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED
Shares167,599 from 156,069
Change+11,530 (+7%)
Value$11.2M (+$517.3K)
Filed 2026-10-21
Wealth Advisory Solutions, LLC
UNCHANGED
Shares164,903 from 164,903
Change0 (0%)
Value$11.0M (-$267.1K)
Filed 2026-10-20
Three Bridge Wealth Advisors, LLC
INCREASED
Shares156,516 from 151,546
Change+4,970 (+3%)
Value$10.5M (+$86.4K)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares152,794 from 152,342
Change+452 (+0%)
Value$10.2M (-$216.6K)
Filed 2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares151,335 from 151,335
Change0 (0%)
Value$10.1M (-$245.2K)
Filed 2026-10-29
Little House Capital LLC
INCREASED
Shares147,967 from 144,755
Change+3,212 (+2%)
Value$9.9M (-$20.0K)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED
Shares145,921 from 142,203
Change+3,718 (+3%)
Value$9.7M (+$18.0K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares144,664 from 142,629
Change+2,035 (+1%)
Value$9.7M (-$95.2K)
Filed 2026-11-05
Del-Sette Capital Management, LLC
DECREASED
Shares143,974 from 171,175
Change-27,201 (-16%)
Value$9.6M (-$2.1M)
Filed 2026-10-23
Washington Trust Bank
INCREASED
Shares143,515 from 137,931
Change+5,584 (+4%)
Value$9.6M (+$149.5K)
Filed 2026-11-03
Avestar Capital, LLC
DECREASED
Shares142,145 from 149,307
Change-7,162 (-5%)
Value$9.5M (-$720.2K)
Filed 2026-10-28
Procyon Advisors, LLC
INCREASED
Shares139,562 from 21,414
Change+118,148 (+552%)
Value$9.3M (+$7.9M)
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares137,279 from 209,249
Change-71,970 (-34%)
Value$9.2M (-$5.1M)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares136,602 from 133,198
Change+3,404 (+3%)
Value$9.1M (+$11.5K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares136,256 from 127,935
Change+8,321 (+7%)
Value$9.1K (-$8.7M)
Filed 2026-10-26
Parcion Private Wealth LLC
DECREASED
Shares135,801 from 139,691
Change-3,890 (-3%)
Value$9.1M (-$486.1K)
Filed 2026-10-28
Legacy Wealth Partners, LLC
DECREASED
Shares132,207 from 189,608
Change-57,401 (-30%)
Value$8.8M (-$4.1M)
Filed 2026-10-15
Salomon & Ludwin, LLC
DECREASED
Shares132,114 from 134,008
Change-1,894 (-1%)
Value$8.8M (-$84.9K)
Filed 2026-10-29
DT Investment Partners, LLC
UNCHANGED
Shares129,704 from 129,704
Change0 (0%)
Value$8.7M (-$210.1K)
Filed 2026-10-27
Grove Bank & Trust
INCREASED
Shares128,470 from 121,544
Change+6,926 (+6%)
Value$8.6M (+$265.7K)
Filed 2026-10-08
Blue Trust, Inc.
INCREASED
Shares127,283 from 56,133
Change+71,150 (+127%)
Value$8.5M (+$4.7M)
Filed 2026-10-15
Staley Capital Advisers Inc
UNCHANGED
Shares125,550 from 125,550
Change0 (0%)
Value$8.4M (-$203.4K)
Filed 2026-11-06
Advisortrust Partners, LLC
INCREASED
Shares125,364 from 125,124
Change+240 (+0%)
Value$8.4M (-$186.7K)
Filed 2026-11-02
City of London Investment Management Co LTD
INCREASED
Shares125,192 from 74,658
Change+50,534 (+68%)
Value$8.4M (+$3.3M)
Filed 2026-10-30
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares123,829 from 123,829
Change0 (0%)
Value$8.3M (-$200.0K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares123,630 from 125,345
Change-1,715 (-1%)
Value$8.3M (-$317.6K)
Filed 2026-10-26
Ryan Investment Management, Inc.
INCREASED
Shares123,384 from 113,120
Change+10,264 (+9%)
Value$8.2M (+$502.3K)
Filed 2026-10-20
MacKenzie Financial Corp
INCREASED
Shares123,205 from 102,660
Change+20,545 (+20%)
Value$8.2M (+$1.2M)
Filed 2026-11-02
Clear Creek Financial Management, LLC
DECREASED
Shares121,887 from 194,950
Change-73,063 (-37%)
Value$8.1M (-$5.2M)
Filed 2026-10-28
Baker Avenue Asset Management, LP
INCREASED
Shares121,705 from 115,836
Change+5,869 (+5%)
Value$8.1M (+$204.3K)
Filed 2026-11-06
PFW Advisors LLC
DECREASED
Shares119,574 from 119,596
Change-22 (0%)
Value$8.0M (-$195.2K)
Filed 2026-10-07
IFP Advisors, Inc
INCREASED
Shares118,361 from 103,859
Change+14,502 (+14%)
Value$7.9M (+$800.3K)
Filed 2026-10-16
Confluence Wealth Services, Inc.
INCREASED
Shares118,193 from 116,681
Change+1,512 (+1%)
Value$7.9M (-$87.4K)
Filed 2026-11-05
State of Wyoming
INCREASED
Shares117,739 from 58,543
Change+59,196 (+101%)
Value$7.9M (+$3.9M)
Filed 2026-10-28
Outlook Wealth Advisors, LLC
INCREASED
Shares117,017 from 114,378
Change+2,639 (+2%)
Value$7.8M (-$9.1K)
Filed 2026-10-28
First Financial Bank - Trust Division
DECREASED
Shares115,601 from 116,004
Change-403 (0%)
Value$7.7M (-$214.8K)
Filed 2026-10-01
PKO Investment Management Joint-Stock Co
DECREASED
Shares115,130 from 141,513
Change-26,383 (-19%)
Value$7.7M (-$2.0M)
Filed 2026-10-19
RTD Financial Advisors, Inc.
DECREASED
Shares114,149 from 116,475
Change-2,326 (-2%)
Value$7.6M (-$344.0K)
Filed 2026-10-09
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares112,397 from 114,712
Change-2,315 (-2%)
Value$7.5M (-$340.5K)
Filed 2026-10-30
Valeo Financial Advisors, LLC
DECREASED
Shares111,743 from 114,407
Change-2,664 (-2%)
Value$7.5M (-$363.3K)
Filed 2026-10-08
Willis Johnson Wealth, Inc.
DECREASED
Shares111,067 from 114,189
Change-3,122 (-3%)
Value$7.4M (-$393.5K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares110,689 from 101,919
Change+8,770 (+9%)
Value$6.8M (-$216.0K)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares108,457 from 106,509
Change+1,948 (+2%)
Value$7.2M (-$34.5K)
Filed 2026-11-06
Parisi Gray Wealth Management
INCREASED
Shares107,868 from 103,988
Change+3,880 (+4%)
Value$7.2M (+$90.6K)
Filed 2026-10-16
Corepath Wealth Partners LLC
DECREASED
Shares107,088 from 117,454
Change-10,366 (-9%)
Value$7.2M (-$564.4K)
Filed 2026-10-21
Oppenheimer Asset Management Inc.
INCREASED
Shares106,990 from 102,859
Change+4,131 (+4%)
Value$7.1M (+$109.3K)
Filed 2026-10-27
Bokf, NA
DECREASED
Shares106,361 from 107,991
Change-1,630 (-2%)
Value$7.1M (-$283.8K)
Filed 2026-10-27
HMS Capital Management, LLC
INCREASED
Shares106,281 from 95,374
Change+10,907 (+11%)
Value$7.1M (+$574.0K)
Filed 2026-10-20
Glenview Trust Co
DECREASED
Shares105,671 from 118,375
Change-12,704 (-11%)
Value$7.1M (-$1.0M)
Filed 2026-10-28
Pinkerton Wealth, LLC
INCREASED
Shares104,771 from 56,650
Change+48,121 (+85%)
Value$7.0M (+$3.8M)
Filed 2026-10-29
Arbor Investment Advisors, LLC
DECREASED
Shares103,807 from 104,559
Change-752 (-1%)
Value$6.9M (-$219.7K)
Filed 2026-10-26
Linscomb Wealth, Inc.
DECREASED
Shares103,031 from 106,284
Change-3,253 (-3%)
Value$6.9M (-$389.5K)
Filed 2026-11-05
Ninety One SA (PTY) Ltd
UNCHANGED
Shares102,768 from 102,768
Change0 (0%)
Value$6.9M (-$123.8K)
Filed 2026-10-15
True Freedom Investing, LLC
INCREASED
Shares101,616 from 59,452
Change+42,164 (+71%)
Value$6.8M (+$3.4M)
Filed 2026-10-29
Brighton Jones LLC
DECREASED
Shares101,133 from 103,664
Change-2,531 (-2%)
Value$6.8M (-$337.0K)
Filed 2026-11-03
LWM Advisors Inc
DECREASED
Shares100,482 from 100,573
Change-91 (0%)
Value$6.7M (-$169.0K)
Filed 2026-10-08
OFS Enterprise LLC
DECREASED
Shares98,916 from 103,087
Change-4,171 (-4%)
Value$6.6M (-$445.6K)
Filed 2026-10-16
Venture Visionary Partners LLC
INCREASED
Shares98,671 from 95,934
Change+2,737 (+3%)
Value$6.6M (+$27.4K)
Filed 2026-10-07
First National Trust Co
DECREASED
Shares96,888 from 108,264
Change-11,376 (-11%)
Value$6.5M (-$935.2K)
Filed 2026-10-28
Solstein Capital, LLC
INCREASED
Shares96,429 from 95,403
Change+1,026 (+1%)
Value$6.4M (-$86.0K)
Filed 2026-11-02
City Holding Co
INCREASED
Shares95,684 from 92,114
Change+3,570 (+4%)
Value$6.4M (+$90.1K)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares94,379 from 89,015
Change+5,364 (+6%)
Value$6.3M (+$214.1K)
Filed 2026-10-23
Penobscot Investment Management Company, Inc.
INCREASED
Shares94,184 from 91,496
Change+2,688 (+3%)
Value$6.3M (+$31.3K)
Filed 2026-10-26
Mosley Wealth Management
INCREASED
Shares94,168 from 90,368
Change+3,800 (+4%)
Value$6.0M (-$159.1K)
Filed 2026-10-16
D.A. Davidson & Co.
DECREASED
Shares94,080 from 95,968
Change-1,888 (-2%)
Value$6.3M (-$281.6K)
Filed 2026-10-28
Baron Financial Group, LLC
DECREASED
Shares93,542 from 93,833
Change-291 (0%)
Value$6.2M (-$171.4K)
Filed 2026-10-09
Calamos Wealth Management LLC
UNCHANGED
Shares91,728 from 91,728
Change0 (0%)
Value$6.1M (-$148.6K)
Filed 2026-11-02
Juncture Wealth Strategies, LLC
INCREASED
Shares91,251 from 71,746
Change+19,505 (+27%)
Value$6.1M (+$1.2M)
Filed 2026-10-06
Midwest Professional Planners, Ltd.
DECREASED
Shares90,510 from 92,315
Change-1,805 (-2%)
Value$6.0M (-$270.1K)
Filed 2026-10-29
AMG National Trust Bank
INCREASED
Shares89,734 from 89,338
Change+396 (+0%)
Value$6.0M (-$118.3K)
Filed 2026-11-05
Level Four Advisory Services, LLC
DECREASED
Shares88,645 from 99,786
Change-11,141 (-11%)
Value$5.9M (-$905.7K)
Filed 2026-11-06
NBT Bank, N.A.
DECREASED
Shares87,735 from 96,268
Change-8,533 (-9%)
Value$5.9M (-$725.9K)
Filed 2026-10-21
Fifth Third Wealth Advisors LLC
INCREASED
Shares85,706 from 44,052
Change+41,654 (+95%)
Value$5.7M (+$2.7M)
Filed 2026-10-22
PKS Advisory Services, LLC
UNCHANGED
Shares84,439 from 84,439
Change0 (0%)
Value$5.8M ($0)
Filed 2026-10-26
Grange Capital, LLC
DECREASED
Shares83,843 from 94,012
Change-10,169 (-11%)
Value$5.6M (-$831.5K)
Filed 2026-10-20
Avior Wealth Management, LLC
DECREASED
Shares83,153 from 86,737
Change-3,584 (-4%)
Value$5.6M (-$379.9K)
Filed 2026-10-13
Avalon Capital Management
UNCHANGED
Shares81,554 from 81,554
Change0 (0%)
Value$5.4M (-$132.1K)
Filed 2026-11-04
Ndwm LLC
INCREASED
Shares81,176 from 75,626
Change+5,550 (+7%)
Value$5.4M (+$248.2K)
Filed 2026-11-05
Hoge Financial Services, LLC
INCREASED
Shares80,879 from 79,901
Change+978 (+1%)
Value$5.4M (-$65.9K)
Filed 2026-11-05
Coastline Trust Co
DECREASED
Shares80,700 from 96,227
Change-15,527 (-16%)
Value$5.4M (-$1.2M)
Filed 2026-10-01
Prism Advisors, Inc.
UNCHANGED
Shares80,684 from 80,684
Change0 (0%)
Value$5.3M (-$186.4K)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
DECREASED
Shares79,726 from 110,148
Change-30,422 (-28%)
Value$5.3M (-$2.2M)
Filed 2026-11-03
Prairie Advisory, LLC
INCREASED
Shares78,996 from 39,406
Change+39,590 (+100%)
Value$5.3M (+$2.6M)
Filed 2026-10-19
Arrow Investment Advisors, LLC
DECREASED
Shares78,667 from 78,931
Change-264 (0%)
Value$5.3M (-$145.5K)
Filed 2026-11-02
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares78,091 from 78,775
Change-684 (-1%)
Value$5.2M (-$173.3K)
Filed 2026-10-16
Omnitrust Wealth Management, Inc
NEW
Shares77,035
Change+77,035
Value$5.1M
Filed 2026-11-02
Elevatus Welath Management
DECREASED
Shares76,756 from 121,894
Change-45,138 (-37%)
Value$5.1M (-$3.2M)
Filed 2026-10-19
Strategic Equity Management
DECREASED
Shares76,544 from 227,232
Change-150,688 (-66%)
Value$5.1M (-$10.4M)
Filed 2026-11-04
Modera Wealth Management, LLC
DECREASED
Shares75,792 from 82,172
Change-6,380 (-8%)
Value$5.1M (-$559.2K)
Filed 2026-10-28
Spire Wealth Management
INCREASED
Shares75,206 from 72,262
Change+2,944 (+4%)
Value$5.0M (+$79.6K)
Filed 2026-10-30
Yousif Capital Management, LLC
INCREASED
Shares75,163 from 4,218
Change+70,945 (+1682%)
Value$5.0M (+$4.7M)
Filed 2026-10-22
Buska Wealth Management, LLC
INCREASED
Shares74,384 from 41,823
Change+32,561 (+78%)
Value$5.0M (+$2.1M)
Filed 2026-10-08
Capital Advantage, Inc.
DECREASED
Shares74,123 from 74,437
Change-314 (0%)
Value$5.0M (-$141.6K)
Filed 2026-10-14
Allen Investment Management, LLC
UNCHANGED
Shares73,856 from 73,856
Change0 (0%)
Value$4.9M (-$119.6K)
Filed 2026-11-03
Nvwm, LLC
INCREASED
Shares73,375 from 67,973
Change+5,402 (+8%)
Value$4.9M (+$250.7K)
Filed 2026-10-14
Fiera Capital Corp
DECREASED
Shares73,323 from 75,680
Change-2,357 (-3%)
Value$4.9M (-$280.0K)
Filed 2026-11-06
HB Wealth Management, LLC
INCREASED
Shares73,228 from 70,884
Change+2,344 (+3%)
Value$4.9M (+$41.7K)
Filed 2026-10-23
Union Bancaire Privee, UBP SA
INCREASED
Shares72,621 from 16,955
Change+55,666 (+328%)
Value$4.4M (+$3.4M)
Filed 2026-11-04
Three Seasons Wealth, LLC
INCREASED
Shares72,115 from 32,306
Change+39,809 (+123%)
Value$4.8M (+$2.6M)
Filed 2026-11-03
Boyd Watterson Asset Management LLC
DECREASED
Shares70,410 from 70,575
Change-165 (0%)
Value$4.7M (-$125.4K)
Filed 2026-11-06
CIBC Asset Management Inc
DECREASED
Shares69,840 from 124,685
Change-54,845 (-44%)
Value$4.7M (-$3.9M)
Filed 2026-11-05
Independence Bank of Kentucky
DECREASED
Shares66,478 from 69,085
Change-2,607 (-4%)
Value$4.4M (-$286.0K)
Filed 2026-10-26
Jacksonville Wealth Management, LLC
INCREASED
Shares65,415 from 56,130
Change+9,285 (+17%)
Value$4.4M (+$529.2K)
Filed 2026-10-30
Brown Wealth Management, LLC
INCREASED
Shares64,841 from 61,574
Change+3,267 (+5%)
Value$4.3M (+$118.5K)
Filed 2026-10-20
Meridian Wealth Management, LLC
DECREASED
Shares64,715 from 66,136
Change-1,421 (-2%)
Value$4.3M (-$202.0K)
Filed 2026-11-05
Consolidated Investment Group LLC
INCREASED
Shares64,700 from 61,200
Change+3,500 (+6%)
Value$4.3M (+$134.6K)
Filed 2026-11-04
Merit Financial Group, LLC
DECREASED
Shares64,478 from 321,611
Change-257,133 (-80%)
Value$4.3M (-$17.7M)
Filed 2026-11-06
Independent Financial Group, LLC
DECREASED
Shares64,151 from 115,053
Change-50,902 (-44%)
Value$4.3M (-$3.6M)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares63,079 from 11,650
Change+51,429 (+441%)
Value$4.2M (+$3.4M)
Filed 2026-10-13
Arlington Capital Management Inc
INCREASED
Shares63,025 from 29,576
Change+33,449 (+113%)
Value$4.2M (+$2.2M)
Filed 2026-10-30
MGO One Seven LLC
DECREASED
Shares61,708 from 61,899
Change-191 (0%)
Value$4.1M (-$113.0K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
DECREASED
Shares60,482 from 60,524
Change-42 (0%)
Value$3.8M (-$159.4K)
Filed 2026-10-27
Balefire, LLC
DECREASED
Shares59,864 from 65,732
Change-5,868 (-9%)
Value$4.0M (-$498.4K)
Filed 2026-10-09
Gryphon Financial Partners LLC
DECREASED
Shares57,622 from 61,149
Change-3,527 (-6%)
Value$3.8M (-$334.6K)
Filed 2026-11-04
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares56,376 from 60,422
Change-4,046 (-7%)
Value$3.8M (-$368.1K)
Filed 2026-10-08
Blue Fin Capital, Inc.
DECREASED
Shares56,144 from 56,242
Change-98 (0%)
Value$3.7M (-$97.7K)
Filed 2026-10-28
Abacus Planning Group, Inc.
DECREASED
Shares55,476 from 55,780
Change-304 (-1%)
Value$3.7M (-$110.7K)
Filed 2026-11-02
Blueprint Investment Partners LLC
DECREASED
Shares55,422 from 55,732
Change-310 (-1%)
Value$3.7M (-$111.0K)
Filed 2026-10-28
Evergreen Capital Management LLC
INCREASED
Shares54,519 from 52,594
Change+1,925 (+4%)
Value$3.6M (+$43.4K)
Filed 2026-10-23
Blueprint Financial Advisors LLC
INCREASED
Shares54,507 from 54,052
Change+455 (+1%)
Value$3.6M (-$57.2K)
Filed 2026-10-28
Summit Financial Consulting LLC
DECREASED
Shares54,360 from 118,253
Change-63,893 (-54%)
Value$3.6M (-$4.5M)
Filed 2026-10-15
Grimes & Co Wealth Management, LLC
DECREASED
Shares53,787 from 54,815
Change-1,028 (-2%)
Value$3.6M (-$157.5K)
Filed 2026-10-29
Bison Wealth, LLC
INCREASED
Shares53,689 from 49,249
Change+4,440 (+9%)
Value$3.6M (+$223.8K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares53,104 from 425,396
Change-372,292 (-88%)
Value$3.5M (-$25.6M)
Filed 2026-10-15
Conning Inc.
DECREASED
Shares53,063 from 66,533
Change-13,470 (-20%)
Value$3.5M (-$1.0M)
Filed 2026-10-27
Factor Wealth Management LTD
DECREASED
Shares52,296 from 52,930
Change-634 (-1%)
Value$3.5M (-$128.1K)
Filed 2026-10-08
Waters Parkerson & Co., LLC
INCREASED
Shares52,218 from 51,367
Change+851 (+2%)
Value$3.5M (-$26.4K)
Filed 2026-11-04
Legacy Trust
INCREASED
Shares52,038 from 50,128
Change+1,910 (+4%)
Value$3.2M (-$252.9K)
Filed 2026-11-06
Fogel Capital Management, Inc.
DECREASED
Shares51,835 from 51,935
Change-100 (0%)
Value$3.5M (-$90.8K)
Filed 2026-11-04
Valmark Advisers, Inc.
DECREASED
Shares51,614 from 51,884
Change-270 (-1%)
Value$3.4M (-$102.1K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
DECREASED
Shares51,513 from 51,646
Change-133 (0%)
Value$3.4M (-$92.5K)
Filed 2026-11-06
RHL Group, LLC
INCREASED
Shares51,163 from 400
Change+50,763 (+12691%)
Value$3.4M (+$3.4M)
Filed 2026-11-04
Inman Jager Wealth Management, LLC
DECREASED
Shares50,964 from 51,402
Change-438 (-1%)
Value$3.4M (-$112.5K)
Filed 2026-11-05
First Interstate Bank
UNCHANGED
Shares50,954 from 50,954
Change0 (0%)
Value$3.4M (-$82.5K)
Filed 2026-10-23
Foundation Wealth Management, LLC
DECREASED
Shares50,701 from 56,362
Change-5,661 (-10%)
Value$3.4M (-$469.4K)
Filed 2026-10-22
Fulton Bank, N.A.
INCREASED
Shares50,221 from 48,978
Change+1,243 (+3%)
Value$3.4M (+$3.7K)
Filed 2026-10-14
Rakuten Investment Management, Inc.
DECREASED
Shares49,823 from 50,343
Change-520 (-1%)
Value$3.4M (-$36.6K)
Filed 2026-10-30
Pittenger & Anderson Inc
INCREASED
Shares49,020 from 44,615
Change+4,405 (+10%)
Value$3.3M (+$221.9K)
Filed 2026-11-02
Midwest Trust Co
DECREASED
Shares48,625 from 49,216
Change-591 (-1%)
Value$3.2M (-$119.2K)
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares48,497 from 60,629
Change-12,132 (-20%)
Value$3.2M (-$908.5K)
Filed 2026-10-22
Joel Isaacson & Co., LLC
INCREASED
Shares47,634 from 43,634
Change+4,000 (+9%)
Value$3.2M (+$196.5K)
Filed 2026-11-05
Harfst & Associates, Inc.
DECREASED
Shares47,606 from 47,614
Change-8 (0%)
Value$3.2M (-$77.7K)
Filed 2026-10-20
Pathway Financial Advisors LLC
UNCHANGED
Shares47,365 from 47,365
Change0 (0%)
Value$3.2M (+$51.6K)
Filed 2026-10-07
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares47,330 from 46,502
Change+828 (+2%)
Value$3.2M (-$20.0K)
Filed 2026-10-07
Central Bank & Trust Co
UNCHANGED
Shares47,132 from 47,132
Change0 (0%)
Value$3.1M (-$76.4K)
Filed 2026-10-09
Burke & Herbert Bank & Trust Co
INCREASED
Shares47,064 from 45,749
Change+1,315 (+3%)
Value$3.1M (+$13.7K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares47,035 from 46,880
Change+155 (+0%)
Value$3.1M (-$65.6K)
Filed 2026-11-06
FF Advisors,LLC
DECREASED
Shares46,286 from 48,183
Change-1,897 (-4%)
Value$3.1M (-$204.8K)
Filed 2026-10-21
SVB Wealth LLC
DECREASED
Shares45,969 from 47,425
Change-1,456 (-3%)
Value$3.1M (-$174.1K)
Filed 2026-11-06
Rainier Family Wealth Inc
INCREASED
Shares45,170 from 41,679
Change+3,491 (+8%)
Value$3.0M (+$165.6K)
Filed 2026-11-02
FSA Wealth Partners, Inc.
INCREASED
Shares44,812 from 44,425
Change+387 (+1%)
Value$3.0M (-$46.1K)
Filed 2026-10-26
Providence First Trust Co
INCREASED
Shares44,439 from 36,603
Change+7,836 (+21%)
Value$3.0M (+$464.1K)
Filed 2026-11-02
ANB Bank
INCREASED
Shares44,252 from 12,189
Change+32,063 (+263%)
Value$3.0M (+$2.1M)
Filed 2026-10-09
Ackerman Capital Advisors, LLC
UNCHANGED
Shares44,107 from 44,107
Change0 (0%)
Value$2.9M (-$71.5K)
Filed 2026-10-30
Portus Wealth Advisors, LLC
INCREASED
Shares44,029 from 43,139
Change+890 (+2%)
Value$2.9M (-$10.4K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares43,827 from 40,268
Change+3,559 (+9%)
Value$2.9M (+$172.5K)
Filed 2026-10-23
NorthCrest Asset Manangement, LLC
DECREASED
Shares43,309 from 43,749
Change-440 (-1%)
Value$2.9M (-$58.8K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares43,066 from 44,305
Change-1,239 (-3%)
Value$2.9M (-$154.5K)
Filed 2026-10-05
Atlas Brown,Inc.
DECREASED
Shares42,849 from 43,101
Change-252 (-1%)
Value$2.9M (-$86.7K)
Filed 2026-10-09
Viewpoint Capital Management LLC
INCREASED
Shares42,536 from 37,739
Change+4,797 (+13%)
Value$2.8M (+$259.3K)
Filed 2026-10-27
JFS Wealth Advisors, LLC
INCREASED
Shares42,314 from 41,783
Change+531 (+1%)
Value$2.8M (-$32.2K)
Filed 2026-11-03
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares42,083 from 42,083
Change0 (0%)
Value$2.8M (-$68.2K)
Filed 2026-11-06
GFG Capital, LLC
UNCHANGED
Shares41,919 from 41,919
Change0 (0%)
Value$2.8M (-$67.9K)
Filed 2026-10-16
USA Financial Formulas
NEW
Shares41,910
Change+41,910
Value$2.8M
Filed 2026-10-16
Friday Financial
INCREASED
Shares41,866 from 14,791
Change+27,075 (+183%)
Value$2.8M (+$1.8M)
Filed 2026-10-09
Old National Bancorp
DECREASED
Shares41,044 from 43,166
Change-2,122 (-5%)
Value$2.7M (-$211.7K)
Filed 2026-10-20
Allworth Financial LP
INCREASED
Shares40,383 from 37,923
Change+2,460 (+6%)
Value$2.8M (+$168.3K)
Filed 2026-11-06
Imc-Chicago, LLC
NEW
Shares39,828
Change+39,828
Value$2.7M
Filed 2026-11-05
Sincerus Advisory, LLC
INCREASED
Shares39,722 from 38,190
Change+1,532 (+4%)
Value$2.7M (+$40.5K)
Filed 2026-10-09
Avidian Wealth Enterprises, LLC
INCREASED
Shares39,714 from 36,895
Change+2,819 (+8%)
Value$2.7M (+$128.5K)
Filed 2026-10-08
Clear Harbor Asset Management, LLC
INCREASED
Shares39,617 from 34,234
Change+5,383 (+16%)
Value$2.6M (+$304.1K)
Filed 2026-11-05
AGF Management LTD
DECREASED
Shares39,560 from 42,085
Change-2,525 (-6%)
Value$2.6M (-$236.8K)
Filed 2026-11-03
Littlejohn Financial Services, Inc.
DECREASED
Shares39,479 from 41,996
Change-2,517 (-6%)
Value$2.6M (-$236.1K)
Filed 2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares39,392 from 39,392
Change0 (0%)
Value$2.6M (-$63.8K)
Filed 2026-10-14
Natixis
INCREASED
Shares39,339 from 37,027
Change+2,312 (+6%)
Value$2.6M (+$94.4K)
Filed 2026-11-06
First Merchants Corp
DECREASED
Shares39,106 from 39,683
Change-577 (-1%)
Value$2.6M (-$102.8K)
Filed 2026-10-15
Aspiriant, LLC
INCREASED
Shares38,953 from 33,882
Change+5,071 (+15%)
Value$2.6M (+$283.7K)
Filed 2026-10-16
Weil Company, Inc.
DECREASED
Shares38,181 from 38,972
Change-791 (-2%)
Value$2.6M (-$116.0K)
Filed 2026-10-14
Farmers & Merchants Investments Inc
DECREASED
Shares37,411 from 39,709
Change-2,298 (-6%)
Value$2.5M (-$217.8K)
Filed 2026-10-22
Birch Hill Investment Advisors LLC
DECREASED
Shares37,373 from 45,267
Change-7,894 (-17%)
Value$2.5M (-$600.6K)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares37,047 from 41,924
Change-4,877 (-12%)
Value$2.5M (-$393.7K)
Filed 2026-10-15
LEE Danner & Bass Inc
DECREASED
Shares37,028 from 37,228
Change-200 (-1%)
Value$2.5M (-$73.7K)
Filed 2026-10-27
Canandaigua National Bank & Trust Co
DECREASED
Shares36,984 from 37,154
Change-170 (0%)
Value$2.5M (-$71.5K)
Filed 2026-10-07
Regatta Capital Group, LLC
UNCHANGED
Shares36,952 from 36,952
Change0 (0%)
Value$2.5M (-$59.9K)
Filed 2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares36,340 from 35,037
Change+1,303 (+4%)
Value$2.4M (+$30.3K)
Filed 2026-11-05
Barings LLC
DECREASED
Shares36,138 from 364,200
Change-328,062 (-90%)
Value$2.4M (-$22.5M)
Filed 2026-10-22
Forza Wealth Management, LLC
UNCHANGED
Shares35,775 from 35,775
Change0 (0%)
Value$2.4M (-$58.0K)
Filed 2026-10-20
Nordwand Advisors, LLC
UNCHANGED
Shares35,709 from 35,709
Change0 (0%)
Value$2.4M (-$57.8K)
Filed 2026-11-05
Atticus Wealth Management, LLC
INCREASED
Shares35,593 from 34,811
Change+782 (+2%)
Value$2.4M (-$4.2K)
Filed 2026-10-20
Heritage Investors Management Corp
DECREASED
Shares34,762 from 35,184
Change-422 (-1%)
Value$2.3K (-$2.4M)
Filed 2026-10-29
Clearstead Advisors, LLC
INCREASED
Shares34,498 from 33,284
Change+1,214 (+4%)
Value$2.3M (+$27.2K)
Filed 2026-11-06
Canton Hathaway, LLC
UNCHANGED
Shares34,485 from 34,485
Change0 (0%)
Value$2.3M (-$55.9K)
Filed 2026-10-23
NWF Advisory Services Inc.
INCREASED
Shares34,331 from 30,502
Change+3,829 (+13%)
Value$2.3M (+$206.3K)
Filed 2026-10-19
AMG Asset Management Group, Inc.
INCREASED
Shares34,304 from 33,476
Change+828 (+2%)
Value$2.3M (+$1.1K)
Filed 2026-10-21
Lifestyle Asset Management, Inc.
INCREASED
Shares34,113 from 32,084
Change+2,029 (+6%)
Value$2.3M (+$83.5K)
Filed 2026-10-20
Contravisory Investment Management, Inc.
DECREASED
Shares33,653 from 37,864
Change-4,211 (-11%)
Value$2.2M (-$342.6K)
Filed 2026-10-13
Ticino Wealth
INCREASED
Shares33,581 from 33,299
Change+282 (+1%)
Value$2.2M (-$35.1K)
Filed 2026-10-13
Mather Group, Llc.
DECREASED
Shares33,445 from 33,725
Change-280 (-1%)
Value$2.2M (-$73.3K)
Filed 2026-10-14
Ramiah Investment Group
DECREASED
Shares33,428 from 43,763
Change-10,335 (-24%)
Value$2.2M (-$761.2K)
Filed 2026-10-20
Avantax Planning Partners, Inc.
DECREASED
Shares33,248 from 58,731
Change-25,483 (-43%)
Value$2.2M (-$1.8M)
Filed 2026-11-03
Magnus Financial Group LLC
INCREASED
Shares33,124 from 32,961
Change+163 (+0%)
Value$2.2M (-$42.5K)
Filed 2026-10-21
Ellis Investment Partners, LLC
INCREASED
Shares33,003 from 27,772
Change+5,231 (+19%)
Value$2.2M (+$304.4K)
Filed 2026-10-21
Rockland Trust Co
INCREASED
Shares32,857 from 31,158
Change+1,699 (+5%)
Value$2.2M (+$63.0K)
Filed 2026-10-05
James Investment Research, Inc.
DECREASED
Shares32,817 from 33,376
Change-559 (-2%)
Value$2.2M (-$91.4K)
Filed 2026-10-22
Poinciana Advisors Group, LLC
DECREASED
Shares32,781 from 34,742
Change-1,961 (-6%)
Value$2.2M (-$188.3K)
Filed 2026-11-06
Rudd Co d/b/a Styre Wealth
NEW
Shares32,749
Change+32,749
Value$2.1M
Filed 2026-10-29
Mycio Wealth Partners, LLC
UNCHANGED
Shares32,575 from 32,575
Change0 (0%)
Value$2.2M (-$52.8K)
Filed 2026-11-04
Parsons Capital Management Inc
INCREASED
Shares32,456 from 31,971
Change+485 (+2%)
Value$2.2M (-$19.4K)
Filed 2026-10-28
Israel Discount Bank of New York
INCREASED
Shares32,421 from 32,158
Change+263 (+1%)
Value$2.2M (-$34.5K)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares32,368 from 35,457
Change-3,089 (-9%)
Value$2.2M (-$263.8K)
Filed 2026-10-21
Texas Bank & Trust Co
INCREASED
Shares32,049 from 31,065
Change+984 (+3%)
Value$2.1M (+$15.4K)
Filed 2026-11-04
TD Private Client Wealth LLC
INCREASED
Shares31,887 from 26,668
Change+5,219 (+20%)
Value$2.1M (+$305.4K)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
DECREASED
Shares31,651 from 114,803
Change-83,152 (-72%)
Value$2.1M (-$5.7M)
Filed 2026-10-16
Prosperity Planning, Inc.
DECREASED
Shares31,170 from 31,693
Change-523 (-2%)
Value$2.1M (-$86.3K)
Filed 2026-10-09
Sigma Planning Corp
INCREASED
Shares30,374 from 16,867
Change+13,507 (+80%)
Value$2.0M (+$874.8K)
Filed 2026-10-23
Capital Investment Advisors, LLC
DECREASED
Shares30,262 from 31,032
Change-770 (-2%)
Value$2.0M (-$101.7K)
Filed 2026-10-22
LBJ Family Wealth Advisors, Ltd.
DECREASED
Shares29,689 from 30,071
Change-382 (-1%)
Value$2.0K (-$45)
Filed 2026-10-01
AK Global Asset Management, LLC
INCREASED
Shares29,650 from 29,350
Change+300 (+1%)
Value$3.0M (-$171.6K)
Filed 2026-10-27
Sacks & Associates, LLC
INCREASED
Shares29,371 from 28,891
Change+480 (+2%)
Value$2.0M (+$110.1K)
Filed 2026-10-09
Salus Financial Advisors, LLC
DECREASED
Shares29,352 from 29,439
Change-87 (0%)
Value$2.0M (-$53.5K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
DECREASED
Shares28,825 from 29,122
Change-297 (-1%)
Value$1.9M (-$67.1K)
Filed 2026-10-26
BAR Harbor Wealth Management
DECREASED
Shares28,527 from 29,122
Change-595 (-2%)
Value$1.9M (-$86.9K)
Filed 2026-10-21
Paladin Partners, LLC
INCREASED
Shares28,519 from 26,895
Change+1,624 (+6%)
Value$1.9M (+$64.9K)
Filed 2026-10-06
Sentinel Trust Co LBA
DECREASED
Shares28,286 from 28,942
Change-656 (-2%)
Value$1.9M (+$1.9M)
Filed 2026-11-03
Apella Capital, LLC
INCREASED
Shares28,014 from 10,581
Change+17,433 (+165%)
Value$1.9M (+$1.2M)
Filed 2026-10-08
True Private Wealth Advisors
DECREASED
Shares27,937 from 30,239
Change-2,302 (-8%)
Value$1.9M (-$202.7K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
DECREASED
Shares27,657 from 29,757
Change-2,100 (-7%)
Value$1.8M (-$188.5K)
Filed 2026-10-13
Carret Asset Management, LLC
INCREASED
Shares27,516 from 27,132
Change+384 (+1%)
Value$1.8M (-$18.3K)
Filed 2026-11-04
Lakeshore Capital Group, Inc.
INCREASED
Shares27,334 from 27,192
Change+142 (+1%)
Value$1.8M (-$34.6K)
Filed 2026-10-20
Lyell Wealth Management, LP
UNCHANGED
Shares27,203 from 27,203
Change0 (0%)
Value$1.8M (-$44.1K)
Filed 2026-10-30
Harmony Asset Management LLC
DECREASED
Shares27,048 from 45,713
Change-18,665 (-41%)
Value$1.8M (-$1.3M)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares26,957 from 24,776
Change+2,181 (+9%)
Value$1.8M (+$105.5K)
Filed 2026-10-13
Colorado Capital Management, Inc.
DECREASED
Shares26,831 from 32,101
Change-5,270 (-16%)
Value$1.8K (-$404)
Filed 2026-10-15
First Bank & Trust
DECREASED
Shares26,648 from 26,947
Change-299 (-1%)
Value$1.8M (-$63.6K)
Filed 2026-10-19
Earned Wealth Advisors, LLC
DECREASED
Shares26,620 from 27,137
Change-517 (-2%)
Value$1.8M (-$78.5K)
Filed 2026-11-06
Davenport & Co LLC
INCREASED
Shares26,426 from 22,296
Change+4,130 (+19%)
Value$1.8M (+$239.7K)
Filed 2026-10-14
Smith Chas P & Associates PA Cpas
UNCHANGED
Shares26,000 from 26,000
Change0 (0%)
Value$1.6M (-$144.6K)
Filed 2026-10-22
E&G Advisors, LLC
INCREASED
Shares25,988 from 25,194
Change+794 (+3%)
Value$1.7M (+$12.2K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares25,944 from 23,109
Change+2,835 (+12%)
Value$1.7M (+$151.9K)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
DECREASED
Shares25,921 from 25,994
Change-73 (0%)
Value$1.7M (-$47.0K)
Filed 2026-10-16
Obermeyer Wealth Partners
UNCHANGED
Shares25,911 from 25,911
Change0 (0%)
Value$1.7M (-$42.0K)
Filed 2026-10-21
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares25,869 from 25,869
Change0 (0%)
Value$1.7M (-$41.9K)
Filed 2026-10-15
Northwest Wealth Management, LLC
UNCHANGED
Shares25,546 from 25,546
Change0 (0%)
Value$1.7M (-$41.4K)
Filed 2026-10-30
BLB&B Advisors, LLC
UNCHANGED
Shares25,295 from 25,295
Change0 (0%)
Value$1.7M (-$41.0K)
Filed 2026-10-27
James Hambro & Partners LLP
NEW
Shares25,000
Change+25,000
Value$1.7M
Filed 2026-10-19
Simon Quick Advisors, LLC
DECREASED
Shares24,680 from 24,948
Change-268 (-1%)
Value$1.6M (-$58.3K)
Filed 2026-10-26
Samalin Investment Counsel, LLC
INCREASED
Shares24,678 from 24,197
Change+481 (+2%)
Value$1.6M (-$7.1K)
Filed 2026-10-23
Impact Capital Partners LLC
INCREASED
Shares24,656 from 23,703
Change+953 (+4%)
Value$1.6M (+$25.3K)
Filed 2026-10-22
Wespac Advisors, LLC
DECREASED
Shares24,632 from 25,313
Change-681 (-3%)
Value$1.6M (-$86.5K)
Filed 2026-10-26
Howland Capital Management LLC
INCREASED
Shares24,371 from 24,236
Change+135 (+1%)
Value$1.6M (-$30.2K)
Filed 2026-10-22
Rose Capital Advisors LLC
INCREASED
Shares24,195 from 4,922
Change+19,273 (+392%)
Value$1.6M (+$1.3M)
Filed 2026-11-04
IPG Investment Advisors LLC
DECREASED
Shares24,187 from 25,225
Change-1,038 (-4%)
Value$1.6M (-$110.2K)
Filed 2026-10-30
Johnson & White Wealth Management, LLC
DECREASED
Shares24,152 from 25,054
Change-902 (-4%)
Value$1.6M (-$100.8K)
Filed 2026-11-03
Worthington Financial Partners, LLC
NEW
Shares24,083
Change+24,083
Value$1.6M
Filed 2026-10-13
Daymark Wealth Partners, LLC
DECREASED
Shares24,073 from 37,283
Change-13,210 (-35%)
Value$1.6M (-$942.7K)
Filed 2026-11-04
Crescent Grove Advisors, LLC
INCREASED
Shares23,937 from 19,333
Change+4,604 (+24%)
Value$1.6M (+$276.2K)
Filed 2026-10-21
DBK Financial Counsel, LLC
UNCHANGED
Shares23,933 from 23,933
Change0 (0%)
Value$1.6M (-$38.8K)
Filed 2026-10-13
Investment Management Corp
DECREASED
Shares23,864 from 25,444
Change-1,580 (-6%)
Value$1.6M (-$146.8K)
Filed 2026-11-03
Sachem Hill LLC
DECREASED
Shares23,397 from 29,477
Change-6,080 (-21%)
Value$1.6M (-$453.9K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares23,211 from 20,554
Change+2,657 (+13%)
Value$1.6M (+$144.2K)
Filed 2026-10-21
B&D White Capital Company, LLC
UNCHANGED
Shares23,186 from 23,186
Change0 (0%)
Value$1.5M (-$37.6K)
Filed 2026-11-02
Trinity Financial Advisors LLC
UNCHANGED
Shares23,097 from 23,097
Change0 (0%)
Value$1.5M (-$37.4K)
Filed 2026-10-09
Welch & Forbes LLC
DECREASED
Shares23,045 from 23,245
Change-200 (-1%)
Value$1.5M (-$51.0K)
Filed 2026-11-04
Matisse Capital
UNCHANGED
Shares22,990 from 22,990
Change0 (0%)
Value$1.5M (-$37.2K)
Filed 2026-10-29
Catalyst Financial Partners LLC
INCREASED
Shares22,953 from 14,595
Change+8,358 (+57%)
Value$1.5M (+$534.6K)
Filed 2026-11-06
Northeast Investment Management
INCREASED
Shares22,882 from 22,880
Change+2 (+0%)
Value$1.5M (-$36.9K)
Filed 2026-10-30
Gemmer Asset Management LLC
INCREASED
Shares22,873 from 18,268
Change+4,605 (+25%)
Value$1.5M (+$278.0K)
Filed 2026-10-16
AlpenGlobal Capital LLC
NEW
Shares22,831
Change+22,831
Value$1.5M
Filed 2026-11-06
SP Asset Management LLC
UNCHANGED
Shares22,753 from 22,753
Change0 (0%)
Value$1.5M (-$36.9K)
Filed 2026-11-05
Pines Wealth Management, LLC
DECREASED
Shares22,358 from 22,584
Change-226 (-1%)
Value$1.5M (-$51.7K)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares22,300 from 16,722
Change+5,578 (+33%)
Value$1.5M (+$345.5K)
Filed 2026-10-29
Affiance Financial, LLC
UNCHANGED
Shares22,276 from 22,276
Change0 (0%)
Value$1.5M (-$36.1K)
Filed 2026-10-15
Wesbanco Bank Inc
DECREASED
Shares22,241 from 25,919
Change-3,678 (-14%)
Value$1.5M (-$287.6K)
Filed 2026-11-04
Founders Grove Wealth Partners, LLC
DECREASED
Shares21,886 from 22,859
Change-973 (-4%)
Value$1.5M (-$102.0K)
Filed 2026-10-16
HUB Investment Partners, LLC
INCREASED
Shares21,837 from 21,112
Change+725 (+3%)
Value$1.5M (+$14.2K)
Filed 2026-11-03
VestGen Advisors, LLC
DECREASED
Shares21,703 from 41,717
Change-20,014 (-48%)
Value$1.4M (-$1.4M)
Filed 2026-10-27
ERn Financial, LLC
DECREASED
Shares21,554 from 21,754
Change-200 (-1%)
Value$1.4M (-$48.6K)
Filed 2026-10-28
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares21,473 from 20,723
Change+750 (+4%)
Value$1.4M (+$16.5K)
Filed 2026-10-09
Apex Wealth Management, LLC
INCREASED
Shares21,468 from 18,708
Change+2,760 (+15%)
Value$1.4M (+$154.0K)
Filed 2026-10-20
Oakworth Capital, Inc.
UNCHANGED
Shares21,454 from 21,454
Change0 (0%)
Value$1.4M (-$34.8K)
Filed 2026-10-26
Hoxton Planning & Management, LLC
DECREASED
Shares21,378 from 21,550
Change-172 (-1%)
Value$1.4M (-$46.4K)
Filed 2026-10-15
Indivisible Partners
DECREASED
Shares21,193 from 146,103
Change-124,910 (-85%)
Value$1.4M (-$8.6M)
Filed 2026-10-26
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares21,150 from 21,150
Change0 (0%)
Value$1.4M (-$34.3K)
Filed 2026-10-13
PFG Advisors
DECREASED
Shares21,135 from 24,639
Change-3,504 (-14%)
Value$1.4M (-$274.0K)
Filed 2026-10-16
Sterling Investment Advisors, Ltd.
DECREASED
Shares20,945 from 21,445
Change-500 (-2%)
Value$1.4M (-$68.1K)
Filed 2026-10-27
Independent Solutions Wealth Management, LLC
INCREASED
Shares20,861 from 19,360
Change+1,501 (+8%)
Value$1.4M (+$68.9K)
Filed 2026-10-28
Sonata Capital Group Inc
DECREASED
Shares20,770 from 20,787
Change-17 (0%)
Value$1.4M (-$34.8K)
Filed 2026-10-19
RiverTree Advisors, LLC
INCREASED
Shares20,709 from 19,129
Change+1,580 (+8%)
Value$1.4M (+$74.5K)
Filed 2026-10-13
Evolution Wealth Advisors, LLC
DECREASED
Shares20,695 from 20,697
Change-2 (0%)
Value$1.4M (-$33.7K)
Filed 2026-11-03
Bayban
UNCHANGED
Shares20,682 from 20,682
Change0 (0%)
Value$1.4M ($0)
Filed 2026-11-05
St. Louis Trust Co
DECREASED
Shares20,527 from 20,994
Change-467 (-2%)
Value$1.4M (-$13.3M)
Filed 2026-11-03
Colony Family Offices, LLC
INCREASED
Shares20,439 from 20,369
Change+70 (+0%)
Value$1.4M (-$28.3K)
Filed 2026-10-22
Highland Capital Management, LLC
DECREASED
Shares20,347 from 23,897
Change-3,550 (-15%)
Value$1.4M (-$275.8K)
Filed 2026-10-26
Power Wealth Management LLC
INCREASED
Shares20,149 from 19,409
Change+740 (+4%)
Value$1.3M (+$17.9K)
Filed 2026-10-27
Klingman & Associates, LLC
DECREASED
Shares20,054 from 20,354
Change-300 (-1%)
Value$1.3M (-$53.0K)
Filed 2026-10-20
Noesis Capital Mangement Corp
DECREASED
Shares19,826 from 19,926
Change-100 (0%)
Value$1.3M (-$39.0K)
Filed 2026-10-26
Bear Mountain Capital, Inc.
DECREASED
Shares19,642 from 19,955
Change-313 (-2%)
Value$1.2M (-$75.9K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
DECREASED
Shares19,578 from 19,885
Change-307 (-2%)
Value$1.3M (-$52.7K)
Filed 2026-10-28
Crestwood Advisors Group, LLC
INCREASED
Shares19,542 from 18,342
Change+1,200 (+7%)
Value$1.3M (+$50.4K)
Filed 2026-10-27
Pictet North America Advisors SA
INCREASED
Shares19,521 from 17,941
Change+1,580 (+9%)
Value$1.3M (+$76.5K)
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
INCREASED
Shares19,509 from 19,433
Change+76 (+0%)
Value$1.3M (-$26.4K)
Filed 2026-10-26
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED
Shares19,491 from 19,491
Change0 (0%)
Value$1.3M (-$31.6K)
Filed 2026-10-19
Marble Harbor Investment Counsel, LLC
DECREASED
Shares19,400 from 22,900
Change-3,500 (-15%)
Value$1.3M (-$270.9K)
Filed 2026-11-06
Plancorp, LLC
INCREASED
Shares19,243 from 14,033
Change+5,210 (+37%)
Value$1.2M (+$269.5K)
Filed 2026-11-03
Global Trust Wealth Management LLC
DECREASED
Shares18,784 from 19,084
Change-300 (-2%)
Value$1.3M (-$51.0K)
Filed 2026-10-14
BigSur Wealth Management LLC
UNCHANGED
Shares18,300 from 18,300
Change0 (0%)
Value$1.2M (-$29.6K)
Filed 2026-10-13
Virtue Capital Management, LLC
DECREASED
Shares17,924 from 18,234
Change-310 (-2%)
Value$1.2M (-$50.2K)
Filed 2026-10-29
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares17,900 from 17,900
Change0 (0%)
Value$1.2M (-$29.0K)
Filed 2026-11-05
Certuity, LLC
DECREASED
Shares17,870 from 17,894
Change-24 (0%)
Value$1.2M (-$30.6K)
Filed 2026-11-02
Lexington Hill Partners, LLC
DECREASED
Shares17,733 from 17,897
Change-164 (-1%)
Value$1.2M (-$39.9K)
Filed 2026-10-13
Wealth Preservation Advisors, LLC
NEW
Shares17,575
Change+17,575
Value$1.2M
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares17,521 from 17,412
Change+109 (+1%)
Value$1.2M (-$21.0K)
Filed 2026-10-23
Parkside Financial Bank & Trust
INCREASED
Shares17,441 from 14,964
Change+2,477 (+17%)
Value$1.2M (+$141.2K)
Filed 2026-10-27
Quadrant Capital Group LLC
UNCHANGED
Shares17,388 from 17,388
Change0 (0%)
Value$1.1M (-$46.4K)
Filed 2026-10-20
XML Financial, LLC
DECREASED
Shares17,193 from 17,983
Change-790 (-4%)
Value$1.1M (-$81.9K)
Filed 2026-10-29
Kelsey Financial, LLC
DECREASED
Shares17,096 from 17,824
Change-728 (-4%)
Value$1.1M (-$77.6K)
Filed 2026-10-28
Fortitude Financial, LLC
NEW
Shares17,079
Change+17,079
Value$1.1M
Filed 2026-10-19
Moneywise, Inc.
DECREASED
Shares17,069 from 127,286
Change-110,217 (-87%)
Value$1.1M (-$7.6M)
Filed 2026-10-30
Rossmore Private Capital
UNCHANGED
Shares17,068 from 17,068
Change0 (0%)
Value$1.1M (-$27.7K)
Filed 2026-10-27
YHB Investment Advisors, Inc.
DECREASED
Shares17,050 from 17,055
Change-5 (0%)
Value$1.1M (-$28.0K)
Filed 2026-10-08
Integrity Advisory Solutions, LLC
NEW
Shares16,993
Change+16,993
Value$1.1M
Filed 2026-10-29
Ritholtz Wealth Management
DECREASED
Shares16,983 from 21,332
Change-4,349 (-20%)
Value$1.1M (-$325.0K)
Filed 2026-11-05
Tortoise Investment Management, LLC
DECREASED
Shares16,971 from 18,436
Change-1,465 (-8%)
Value$1.1M (-$127.7K)
Filed 2026-11-06
Orin Green Financial, LLC
DECREASED
Shares16,966 from 17,526
Change-560 (-3%)
Value$1.1M (-$65.8K)
Filed 2026-10-19
Independence Wealth Advisors, LLC
DECREASED
Shares16,895 from 69,860
Change-52,965 (-76%)
Value$1.1M (-$3.7M)
Filed 2026-10-29
Vontobel Holding Ltd.
INCREASED
Shares16,852 from 15,407
Change+1,445 (+9%)
Value$1.1M (+$71.6K)
Filed 2026-10-16
ACT Wealth Management, LLC
DECREASED
Shares16,555 from 16,915
Change-360 (-2%)
Value$1.1M (-$51.4K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
INCREASED
Shares16,500 from 12,749
Change+3,751 (+29%)
Value$1.1M (+$378.0K)
Filed 2026-10-13
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares16,450 from 14,995
Change+1,455 (+10%)
Value$1.1M (+$72.9K)
Filed 2026-10-15
Savior LLC
INCREASED
Shares16,368 from 15,332
Change+1,036 (+7%)
Value$1.1M (+$44.4K)
Filed 2026-10-13
GFS Advisors, LLC
INCREASED
Shares15,900 from 13,900
Change+2,000 (+14%)
Value$1.1M (-$429.8K)
Filed 2026-11-03
Argyle Capital Partners, LLC
INCREASED
Shares15,847 from 15,374
Change+473 (+3%)
Value$1.1M (+$6.7K)
Filed 2026-10-23
Appleton Partners Inc
DECREASED
Shares15,591 from 15,726
Change-135 (-1%)
Value$1.0K (-$1.1M)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
INCREASED
Shares15,556 from 13,467
Change+2,089 (+16%)
Value$1.0M (+$117.7K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares15,551 from 8,337
Change+7,214 (+87%)
Value$1.0M (+$468.3K)
Filed 2026-10-20
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares15,378 from 13,849
Change+1,529 (+11%)
Value$1.0M (+$79.7K)
Filed 2026-10-22
KFA Private Wealth Group, LLC
DECREASED
Shares15,202 from 15,225
Change-23 (0%)
Value$1.0M (-$26.2K)
Filed 2026-10-07
Sava Infond d.o.o.
DECREASED
Shares15,150 from 47,500
Change-32,350 (-68%)
Value$1.0M (-$2.2M)
Filed 2026-10-28
Trust Co of Vermont
DECREASED
Shares14,985 from 15,288
Change-303 (-2%)
Value$1.0M (-$45.0K)
Filed 2026-10-21
J. Safra Sarasin Holding AG
DECREASED
Shares14,944 from 17,952
Change-3,008 (-17%)
Value$848.7K (-$205.8K)
Filed 2026-10-26
SBI Securities Co., Ltd.
INCREASED
Shares14,872 from 14,751
Change+121 (+1%)
Value$993.3K (-$15.8K)
Filed 2026-10-22
JSF Financial, LLC
INCREASED
Shares14,604 from 14,523
Change+81 (+1%)
Value$975.4K (-$18.1K)
Filed 2026-10-22
Lodestar Private Asset Management LLC
DECREASED
Shares14,555 from 14,625
Change-70 (0%)
Value$972.1K (-$28.4K)
Filed 2026-10-26
Redwood Park Advisors LLC
DECREASED
Shares14,552 from 14,949
Change-397 (-3%)
Value$972.0K (-$50.7K)
Filed 2026-11-02
Rockingstone Advisors LLC
INCREASED
Shares14,480 from 13,880
Change+600 (+4%)
Value$967.1K (+$17.6K)
Filed 2026-10-16
Monument Capital Management
DECREASED
Shares14,386 from 14,714
Change-328 (-2%)
Value$960.8K (-$45.7K)
Filed 2026-10-09
AlphaCore Capital LLC
INCREASED
Shares14,220 from 9,011
Change+5,209 (+58%)
Value$949.8K (+$333.3K)
Filed 2026-11-04
Integrated Advisors Network LLC
DECREASED
Shares14,160 from 66,329
Change-52,169 (-79%)
Value$945.7K (-$3.6M)
Filed 2026-10-20
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares14,156 from 14,156
Change0 (0%)
Value$945.5K (-$22.9K)
Filed 2026-10-30
Ti-Trust, Inc
UNCHANGED
Shares14,072 from 14,072
Change0 (0%)
Value$939.9K (-$22.8K)
Filed 2026-10-21
71 West Capital Partners
UNCHANGED
Shares14,069 from 14,069
Change0 (0%)
Value$939.7K (-$22.8K)
Filed 2026-11-04
Salem Investment Counselors Inc
INCREASED
Shares14,024 from 13,477
Change+547 (+4%)
Value$936.7K (+$14.7K)
Filed 2026-10-13
Winter & Associates, Inc.
INCREASED
Shares13,962 from 13,788
Change+174 (+1%)
Value$884.1K (-$59.2K)
Filed 2026-10-23
Acropolis Investment Management, LLC
UNCHANGED
Shares13,876 from 13,876
Change0 (0%)
Value$926.8K (-$22.5K)
Filed 2026-10-08
Bluedoor Private Wealth, LLC
INCREASED
Shares13,861 from 13,261
Change+600 (+5%)
Value$925.8K (+$18.6K)
Filed 2026-11-05
Berman McAleer LLC
UNCHANGED
Shares13,740 from 13,740
Change0 (0%)
Value$917.7K (-$22.3K)
Filed 2026-10-16
Patriot Investment Management Group, Inc.
DECREASED
Shares13,687 from 14,647
Change-960 (-7%)
Value$914.2K (-$87.8K)
Filed 2026-10-15
Virtue Asset Management LLC
DECREASED
Shares13,678 from 13,941
Change-263 (-2%)
Value$913.5K (-$40.2K)
Filed 2026-10-21
Visionary Wealth Advisors
DECREASED
Shares13,674 from 13,692
Change-18 (0%)
Value$913.3K (-$23.4K)
Filed 2026-11-04
Resonant Capital Advisors, LLC
UNCHANGED
Shares13,653 from 13,653
Change0 (0%)
Value$911.9K (-$22.1K)
Filed 2026-10-15
Bannerman Wealth Management Group, LLC
DECREASED
Shares13,624 from 13,724
Change-100 (-1%)
Value$910.0K (-$28.9K)
Filed 2026-10-09
Money Concepts Capital Corp
NEW
Shares13,622
Change+13,622
Value$909.8K
Filed 2026-11-06
Davidson Trust Co
DECREASED
Shares13,568 from 13,576
Change-8 (0%)
Value$906.2K (-$22.5K)
Filed 2026-10-09
Eclectic Associates Inc
INCREASED
Shares13,533 from 13,495
Change+38 (+0%)
Value$903.9K (-$19.3K)
Filed 2026-10-09
Decision Investments, Inc
DECREASED
Shares13,432 from 13,582
Change-150 (-1%)
Value$897.1K (-$32.0K)
Filed 2026-10-07
Strid Group, LLC
UNCHANGED
Shares13,430 from 13,430
Change0 (0%)
Value$897.0K (-$21.8K)
Filed 2026-10-28
Innova Wealth Partners
DECREASED
Shares13,176 from 23,202
Change-10,026 (-43%)
Value$880.1K (-$707.2K)
Filed 2026-10-21
Fonville Wealth Management LLC
INCREASED
Shares13,170 from 12,534
Change+636 (+5%)
Value$879.6K (+$22.2K)
Filed 2026-10-28
Evanson Financial, LLC
DECREASED
Shares13,157 from 13,400
Change-243 (-2%)
Value$878.7K (-$38.0K)
Filed 2026-10-23
Greenspring Advisors, LLC
INCREASED
Shares13,156 from 6,578
Change+6,578 (+100%)
Value$878.7K (+$428.7K)
Filed 2026-11-05
McKinley Carter Wealth Services, Inc.
INCREASED
Shares13,143 from 12,683
Change+460 (+4%)
Value$877.8K (+$10.2K)
Filed 2026-10-16
Connecticut Wealth Management, LLC
INCREASED
Shares13,137 from 13,046
Change+91 (+1%)
Value$877.4K (-$15.1K)
Filed 2026-10-13
Trail Ridge Investment Advisors, LLC
INCREASED
Shares13,088 from 13,087
Change+1 (+0%)
Value$874.1K (-$21.1K)
Filed 2026-10-16
Idaho Trust Co
INCREASED
Shares13,017 from 12,959
Change+58 (+0%)
Value$869.4K (-$17.0K)
Filed 2026-11-04
Diversified Portfolios, Inc.
INCREASED
Shares12,830 from 8,936
Change+3,894 (+44%)
Value$856.9K (+$245.6K)
Filed 2026-11-04
Trust Co
DECREASED
Shares12,811 from 13,149
Change-338 (-3%)
Value$855.6K (-$43.9K)
Filed 2026-10-09
Pinnacle Bancorp, Inc.
INCREASED
Shares12,779 from 12,702
Change+77 (+1%)
Value$853.5K (-$15.4K)
Filed 2026-10-21
Cordgrass Capital Advisors, LLC
DECREASED
Shares12,677 from 13,453
Change-776 (-6%)
Value$846.7K (-$73.6K)
Filed 2026-10-30
CFS Investment Advisory Services, LLC
UNCHANGED
Shares12,583 from 12,583
Change0 (0%)
Value$859.0K (+$32.3K)
Filed 2026-10-19
Tran Capital Management, L.P.
UNCHANGED
Shares12,475 from 12,475
Change0 (0%)
Value$833.2K (-$20.2K)
Filed 2026-10-19
Orrstown Financial Services Inc
UNCHANGED
Shares12,400 from 12,400
Change0 (0%)
Value$828.2K (-$20.1K)
Filed 2026-10-14
W Advisors, LLC
UNCHANGED
Shares12,386 from 12,386
Change0 (0%)
Value$827.3K (-$20.1K)
Filed 2026-11-02
TSA Wealth Managment LLC
DECREASED
Shares12,369 from 12,391
Change-22 (0%)
Value$826.1K (-$21.5K)
Filed 2026-10-22
Chesley Taft & Associates LLC
DECREASED
Shares12,336 from 12,436
Change-100 (-1%)
Value$823.9K (-$26.8K)
Filed 2026-10-13
Zions Bancorporation, National Association
UNCHANGED
Shares12,300 from 12,300
Change0 (0%)
Value$821.5K (-$19.9K)
Filed 2026-11-06
Foster Group, Inc.
UNCHANGED
Shares12,270 from 12,270
Change0 (0%)
Value$819.5K (-$19.9K)
Filed 2026-10-13
Narwhal Capital Management
DECREASED
Shares12,050 from 12,079
Change-29 (0%)
Value$804.8K (-$21.5K)
Filed 2026-11-04
Cooper S Advisors, LLC
DECREASED
Shares12,007 from 12,192
Change-185 (-2%)
Value$802.0K (-$32.1K)
Filed 2026-11-03
Bank of New Hampshire
DECREASED
Shares11,960 from 13,660
Change-1,700 (-12%)
Value$798.8K (-$135.7K)
Filed 2026-10-06
Compagnie Lombard Odier SCmA
DECREASED
Shares11,946 from 16,258
Change-4,312 (-27%)
Value$797.9K (-$314.3K)
Filed 2026-11-04
Bonfire Financial
DECREASED
Shares11,861 from 11,976
Change-115 (-1%)
Value$792.2K (-$27.1K)
Filed 2026-11-06
Roman Butler Fullerton & Co
DECREASED
Shares11,852 from 14,699
Change-2,847 (-19%)
Value$750.4K (-$197.7K)
Filed 2026-10-27
Compound Planning, Inc.
DECREASED
Shares11,849 from 28,292
Change-16,443 (-58%)
Value$791.4K (-$1.1M)
Filed 2026-11-05
Park Edge Advisors, LLC
INCREASED
Shares11,819 from 11,073
Change+746 (+7%)
Value$789.4K (+$31.9K)
Filed 2026-10-28
Boltwood Capital Management
DECREASED
Shares11,688 from 11,753
Change-65 (-1%)
Value$780.6K (-$23.4K)
Filed 2026-10-02
Cornerstone Wealth Group, LLC
INCREASED
Shares11,661 from 10,991
Change+670 (+6%)
Value$778.8K (+$26.9K)
Filed 2026-11-02
Brookstone Capital Management
DECREASED
Shares11,656 from 28,779
Change-17,123 (-59%)
Value$778.5K (-$1.2M)
Filed 2026-10-22
RFG Advisory, LLC
DECREASED
Shares11,612 from 11,939
Change-327 (-3%)
Value$775.6K (-$41.2K)
Filed 2026-11-03
Revolve Wealth Partners, LLC
DECREASED
Shares11,563 from 11,568
Change-5 (0%)
Value$772.3K (-$19.1K)
Filed 2026-10-23
Canandaigua National Trust Co of Florida
NEW
Shares11,561
Change+11,561
Value$772.2K
Filed 2026-10-07
Crusonia Wealth Advisors LLC
INCREASED
Shares11,505 from 11,502
Change+3 (+0%)
Value$768.4K (-$18.4K)
Filed 2026-10-26
Sovran Advisors, LLC
DECREASED
Shares11,466 from 11,608
Change-142 (-1%)
Value$719.2K (-$4.7K)
Filed 2026-11-02
Cove Private Wealth, LLC
INCREASED
Shares11,460 from 10,820
Change+640 (+6%)
Value$765.4K (+$25.2K)
Filed 2026-10-28
Focused Alpha, LLC
DECREASED
Shares11,452 from 11,456
Change-4 (0%)
Value$764.9K (-$18.8K)
Filed 2026-10-20
Ascentis Independent Advisors
INCREASED
Shares11,355 from 1,925
Change+9,430 (+490%)
Value$758.4K (+$626.8K)
Filed 2026-11-03
Lanark Financial, Inc.
DECREASED
Shares11,283 from 11,798
Change-515 (-4%)
Value$753.6K (-$53.5K)
Filed 2026-10-26
Trust Point Inc.
UNCHANGED
Shares11,227 from 11,227
Change0 (0%)
Value$749.9K (-$18.2K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED
Shares11,226 from 198,788
Change-187,562 (-94%)
Value$749.8K (-$12.8M)
Filed 2026-10-14
Guidance Capital, Inc
INCREASED
Shares11,095 from 8,146
Change+2,949 (+36%)
Value$678.0K (+$155.1K)
Filed 2026-11-03
Heck Capital Advisors, LLC
NEW
Shares11,000
Change+11,000
Value$734.7K
Filed 2026-10-14
Private Advisory Group LLC
DECREASED
Shares11,000 from 24,765
Change-13,765 (-56%)
Value$734.7K (-$959.5K)
Filed 2026-11-06
BFI Infinity Ltd.
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$734.7K (-$17.8K)
Filed 2026-10-16
Aerodigm Wealth, LLC
UNCHANGED
Shares10,925 from 10,925
Change0 (0%)
Value$729.7K (-$17.7K)
Filed 2026-10-16
Cookson Peirce & Co Inc
INCREASED
Shares10,848 from 10,681
Change+167 (+2%)
Value$724.5K (-$6.2K)
Filed 2026-10-30
Howard Financial Services, Ltd.
UNCHANGED
Shares10,830 from 10,830
Change0 (0%)
Value$723.3K (-$17.5K)
Filed 2026-10-15
Embree Financial Group
DECREASED
Shares10,814 from 11,624
Change-810 (-7%)
Value$722.2K (-$72.9K)
Filed 2026-10-22
First Citizens Bank & Trust Co
DECREASED
Shares10,790 from 12,351
Change-1,561 (-13%)
Value$720.7K (-$124.3K)
Filed 2026-10-14
Serenity Investment Advisors
DECREASED
Shares10,633 from 10,670
Change-37 (0%)
Value$710.2K (-$657)
Filed 2026-10-30
HBK Sorce Advisory LLC
DECREASED
Shares10,615 from 22,750
Change-12,135 (-53%)
Value$616.2K (-$878.9K)
Filed 2026-11-06
Lionsbridge Wealth Management LLC
DECREASED
Shares10,580 from 11,577
Change-997 (-9%)
Value$706.6K (-$85.3K)
Filed 2026-10-26
Arlington Trust Co LLC
UNCHANGED
Shares10,571 from 10,571
Change0 (0%)
Value$706.0K (-$17.1K)
Filed 2026-10-20
Cranbrook Wealth Management, LLC
DECREASED
Shares10,566 from 10,793
Change-227 (-2%)
Value$705.7K (-$32.6K)
Filed 2026-10-28
Cypress Wealth Services, LLC
DECREASED
Shares10,542 from 11,708
Change-1,166 (-10%)
Value$719.7K (-$81.2K)
Filed 2026-10-21
Powell Investment Advisors, LLC
INCREASED
Shares10,509 from 9,294
Change+1,215 (+13%)
Value$701.9K (+$66.1K)
Filed 2026-10-22
Quantum Financial Partners LLC
DECREASED
Shares10,479 from 10,495
Change-16 (0%)
Value$699.9K (-$18.1K)
Filed 2026-10-19
Genus Capital Management Inc.
DECREASED
Shares10,444 from 12,721
Change-2,277 (-18%)
Value$697.6K (-$172.7K)
Filed 2026-11-04
ShoreHaven Wealth Partners, LLC
DECREASED
Shares10,438 from 10,748
Change-310 (-3%)
Value$697.1K (-$38.1K)
Filed 2026-10-16
Brown Miller Wealth Management, LLC
UNCHANGED
Shares10,397 from 10,397
Change0 (0%)
Value$694.4K (-$16.8K)
Filed 2026-11-02
Fiduciary Financial Group, LLC
INCREASED
Shares10,352 from 8,677
Change+1,675 (+19%)
Value$691.4K (+$97.8K)
Filed 2026-10-13
Geneva Partners, LLC
NEW
Shares10,320
Change+10,320
Value$427.1K
Filed 2026-10-26
Crumly & Associates Inc.
INCREASED
Shares10,311 from 6,189
Change+4,122 (+67%)
Value$688.7K (+$265.3K)
Filed 2026-10-07
Boyum Wealth Architects LLC
DECREASED
Shares10,305 from 11,105
Change-800 (-7%)
Value$697.3K (-$18.9K)
Filed 2026-10-06
Titleist Asset Management, LLC
UNCHANGED
Shares10,300 from 10,300
Change0 (0%)
Value$687.9K (-$16.7K)
Filed 2026-10-08
Frederick Financial Consultants, LLC
INCREASED
Shares10,296 from 9,796
Change+500 (+5%)
Value$687.7K (+$17.5K)
Filed 2026-10-29
Burney Co/
UNCHANGED
Shares10,294 from 10,294
Change0 (0%)
Value$687.5K (-$16.7K)
Filed 2026-10-15
Washington Trust Advisors, Inc.
DECREASED
Shares10,116 from 10,861
Change-745 (-7%)
Value$675.7K (-$67.4K)
Filed 2026-10-22
David J Yvars Group
INCREASED
Shares10,045 from 9,516
Change+529 (+6%)
Value$670.9K (+$19.9K)
Filed 2026-10-09
Well Done, LLC
INCREASED
Shares10,040 from 8,865
Change+1,175 (+13%)
Value$670.6K (+$64.1K)
Filed 2026-10-20
Strategic Investment Management, LLC
NEW
Shares9,960
Change+9,960
Value$665.2K
Filed 2026-10-20
Breachway Investments LLC
DECREASED
Shares9,876 from 9,926
Change-50 (0%)
Value$659.6K (-$19.4K)
Filed 2026-10-19
Horst & Graben Wealth Management LLC
DECREASED
Shares9,876 from 9,904
Change-28 (0%)
Value$659.6K (+$1.2K)
Filed 2026-11-02
Kagan Cocozza Asset Management
DECREASED
Shares9,854 from 9,958
Change-104 (-1%)
Value$658.1K (-$23.1K)
Filed 2026-10-19
Asempa Wealth Advisors
DECREASED
Shares9,792 from 10,829
Change-1,037 (-10%)
Value$654.2K (-$86.7K)
Filed 2026-10-07
TrinityBridge Ltd
UNCHANGED
Shares9,780 from 9,780
Change0 (0%)
Value$653 (-$668.3K)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED
Shares9,776 from 9,776
Change0 (0%)
Value$653 (-$16)
Filed 2026-10-27
North Star Investment Management Corp.
UNCHANGED
Shares9,706 from 9,706
Change0 (0%)
Value$648.3K (-$15.7K)
Filed 2026-10-27
Morton Capital Management LLC
UNCHANGED
Shares9,631 from 9,631
Change0 (0%)
Value$643.3K (-$15.6K)
Filed 2026-10-23
UMB Bank, n.a.
DECREASED
Shares9,622 from 10,648
Change-1,026 (-10%)
Value$642.7K (-$85.8K)
Filed 2026-11-06
Adirondack Capital Advisors, LLC
DECREASED
Shares9,610 from 9,660
Change-50 (-1%)
Value$641.9K (-$19.0K)
Filed 2026-10-09
Missouri Trust & Investment Co
DECREASED
Shares9,590 from 9,990
Change-400 (-4%)
Value$640.5K (+$257)
Filed 2026-11-04
Elevation Wealth Partners, LLC
UNCHANGED
Shares9,586 from 9,586
Change0 (0%)
Value$640.2K (-$15.5K)
Filed 2026-10-07
Reflection Asset Management
INCREASED
Shares9,553 from 9,444
Change+109 (+1%)
Value$638.0K (-$8.0K)
Filed 2026-10-28
Sunpointe, LLC
DECREASED
Shares9,521 from 9,687
Change-166 (-2%)
Value$635.9K (-$26.4K)
Filed 2026-10-22
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares9,463 from 9,463
Change0 (0%)
Value$594.8K (-$37.2K)
Filed 2026-10-28
Asset One Wealth Management LLC
DECREASED
Shares9,435 from 9,465
Change-30 (0%)
Value$630.2K (+$9.5K)
Filed 2026-11-02
Diversified Trust Co
DECREASED
Shares9,408 from 12,225
Change-2,817 (-23%)
Value$628.4K (-$208.0K)
Filed 2026-11-06
Sage Financial Management Group, Inc.
UNCHANGED
Shares9,405 from 9,405
Change0 (0%)
Value$628.2K (-$15.2K)
Filed 2026-11-06
Sage Capital Advisors,llc
INCREASED
Shares9,381 from 8,573
Change+808 (+9%)
Value$626.5K (+$40.0K)
Filed 2026-10-13
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares9,329 from 8,727
Change+602 (+7%)
Value$583 (-$596.4K)
Filed 2026-11-02
AUA Capital Management, LLC
UNCHANGED
Shares9,321 from 9,321
Change0 (0%)
Value$622.6K (-$15.1K)
Filed 2026-10-15
Thrive Wealth Management, LLC
UNCHANGED
Shares9,250 from 9,250
Change0 (0%)
Value$617.8K (-$15.0K)
Filed 2026-10-13
Adell Harriman & Carpenter Inc
DECREASED
Shares9,229 from 9,713
Change-484 (-5%)
Value$616.4K (-$48.1K)
Filed 2026-11-02
Gibson Capital, LLC
INCREASED
Shares9,209 from 7,820
Change+1,389 (+18%)
Value$615.1K (+$80.1K)
Filed 2026-10-23
Ascent Group, LLC
DECREASED
Shares9,173 from 9,481
Change-308 (-3%)
Value$612.7K (-$35.9K)
Filed 2026-10-30
Noble Wealth Management PBC
DECREASED
Shares9,165 from 9,360
Change-195 (-2%)
Value$612.1K (-$28.2K)
Filed 2026-10-01
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares9,150 from 20,250
Change-11,100 (-55%)
Value$611.1K (-$774.1K)
Filed 2026-10-14
Sentry LLC
UNCHANGED
Shares9,149 from 9,149
Change0 (0%)
Value$611.1K (-$14.8K)
Filed 2026-10-30
Strategic Blueprint, LLC
UNCHANGED
Shares9,077 from 9,077
Change0 (0%)
Value$606.3K (-$14.7K)
Filed 2026-10-22
Norden Group LLC
DECREASED
Shares9,050 from 9,051
Change-1 (0%)
Value$604.5K (-$14.7K)
Filed 2026-10-20
CogentBlue Wealth Advisors, LLC
DECREASED
Shares8,911 from 8,930
Change-19 (0%)
Value$595.1K (-$15.7K)
Filed 2026-10-09
Gibbs Wealth Management
INCREASED
Shares8,906 from 8,858
Change+48 (+1%)
Value$594.8K (-$11.1K)
Filed 2026-10-22
Alpha Wealth Funds, LLC
NEW
Shares8,905
Change+8,905
Value$1.2M
Filed 2026-11-05
BlueChip Wealth Advisors LLC
INCREASED
Shares8,888 from 4,062
Change+4,826 (+119%)
Value$593.6K (+$315.7K)
Filed 2026-11-03
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares8,883 from 8,883
Change0 (0%)
Value$593.3K (-$14.4K)
Filed 2026-10-28
Saxon Interests, Inc.
DECREASED
Shares8,872 from 8,898
Change-26 (0%)
Value$592.6K (-$16.2K)
Filed 2026-10-26
Canopy Partners, LLC
INCREASED
Shares8,815 from 8,515
Change+300 (+4%)
Value$588.8K (+$6.2K)
Filed 2026-10-28
Stordahl Capital Management, Inc.
DECREASED
Shares8,812 from 8,834
Change-22 (0%)
Value$588.6K (-$15.8K)
Filed 2026-10-22
Collective Family Office LLC
INCREASED
Shares8,803 from 8,669
Change+134 (+2%)
Value$588.0K (-$5.1K)
Filed 2026-10-05
Bedel Financial Consulting, Inc.
INCREASED
Shares8,699 from 8,153
Change+546 (+7%)
Value$581.0K (+$23.3K)
Filed 2026-11-06
Retirement Planning Group, LLC
UNCHANGED
Shares8,631 from 8,631
Change0 (0%)
Value$576.5K (-$14.0K)
Filed 2026-10-19
Trust Co of Oklahoma
UNCHANGED
Shares8,600 from 8,600
Change0 (0%)
Value$574.4K (-$13.9K)
Filed 2026-10-15
Sightline Wealth Advisors, LLC
DECREASED
Shares8,592 from 8,647
Change-55 (-1%)
Value$573.9K (-$17.7K)
Filed 2026-10-21
First Horizon Corp
UNCHANGED
Shares8,531 from 8,531
Change0 (0%)
Value$569.8K (-$13.8K)
Filed 2026-10-26
MFA Wealth Services
DECREASED
Shares8,521 from 8,524
Change-3 (0%)
Value$569.1K (-$14.0K)
Filed 2026-10-14
Rebalance, LLC
UNCHANGED
Shares8,505 from 8,505
Change0 (0%)
Value$568.0K (-$13.8K)
Filed 2026-10-22
First Nebraska Trust Co
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$567.7K (-$13.8K)
Filed 2026-10-30
HighRoad Wealth Advisors, LLC
UNCHANGED
Shares8,424 from 8,424
Change0 (0%)
Value$562.7K (-$13.6K)
Filed 2026-10-14
Mechanics Bank Trust Department
INCREASED
Shares8,416 from 8,000
Change+416 (+5%)
Value$562.1K (+$14.8K)
Filed 2026-10-13
HCR Wealth Advisors
DECREASED
Shares8,413 from 8,863
Change-450 (-5%)
Value$562.0K (-$44.4K)
Filed 2026-10-15
Axxcess Wealth Management, LLC
DECREASED
Shares8,355 from 376,762
Change-368,407 (-98%)
Value$558.1K (-$25.2M)
Filed 2026-10-21
Key FInancial Inc
UNCHANGED
Shares8,325 from 8,325
Change0 (0%)
Value$556.0K (-$13.5K)
Filed 2026-11-02
Hardin Capital Partners, LLC
UNCHANGED
Shares8,301 from 8,301
Change0 (0%)
Value$554.5K (-$13.6K)
Filed 2026-10-09
Russell Investments Group, Ltd.
INCREASED
Shares8,295 from 6,594
Change+1,701 (+26%)
Value$554.2K (+$103.2K)
Filed 2026-11-06
Washington Trust Co
UNCHANGED
Shares8,284 from 8,284
Change0 (0%)
Value$553.3K (-$13.4K)
Filed 2026-10-22
Luts & Greenleigh Group, Inc.
DECREASED
Shares8,267 from 8,337
Change-70 (-1%)
Value$552.2K (-$18.2K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares8,210
Change+8,210
Value$548.4K
Filed 2026-11-04
Hurley Capital, LLC
INCREASED
Shares8,123 from 7,457
Change+666 (+9%)
Value$542.6K (+$32.4K)
Filed 2026-11-05
Eagle Rock Investment Company, LLC
INCREASED
Shares7,987 from 7,058
Change+929 (+13%)
Value$533.5K (+$50.6K)
Filed 2026-10-21
SBK Financial, Inc.
UNCHANGED
Shares7,938 from 7,938
Change0 (0%)
Value$530.2K (-$12.9K)
Filed 2026-11-02
Discipline Wealth Solutions, LLC
DECREASED
Shares7,916 from 7,995
Change-79 (-1%)
Value$528.7K (-$18.2K)
Filed 2026-10-14
Inscription Capital, LLC
UNCHANGED
Shares7,849 from 7,849
Change0 (0%)
Value$524.2K (-$12.7K)
Filed 2026-11-02
First National Bank Sioux Falls
UNCHANGED
Shares7,839 from 7,839
Change0 (0%)
Value$523.6K (+$34.0K)
Filed 2026-10-13
Intrua Financial, LLC
DECREASED
Shares7,835 from 7,885
Change-50 (-1%)
Value$523.3K (-$16.1K)
Filed 2026-10-28
Briaud Financial Planning Inc
UNCHANGED
Shares7,830 from 7,830
Change0 (0%)
Value$523.0K (-$12.7K)
Filed 2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares7,803 from 7,589
Change+214 (+3%)
Value$521.1K (+$2.0K)
Filed 2026-10-27
Florida Trust Wealth Management Co
INCREASED
Shares7,790 from 6,984
Change+806 (+12%)
Value$520.3K (+$42.5K)
Filed 2026-11-05
Indiana Trust & Investment Management Co
DECREASED
Shares7,690 from 7,863
Change-173 (-2%)
Value$513.6K (-$24.3K)
Filed 2026-10-22
Clark Asset Management, LLC
DECREASED
Shares7,621 from 7,894
Change-273 (-3%)
Value$509.0K (-$31.0K)
Filed 2026-10-19
Trust Co of Toledo NA
INCREASED
Shares7,537 from 7,517
Change+20 (+0%)
Value$503.4K (-$10.8K)
Filed 2026-10-16
Finivi Inc.
INCREASED
Shares7,463 from 7,432
Change+31 (+0%)
Value$498.5K (-$10.0K)
Filed 2026-10-13
Maryland Capital Advisors Inc.
UNCHANGED
Shares7,445 from 7,445
Change0 (0%)
Value$497.3K (-$12.1K)
Filed 2026-10-15
Redw Wealth LLC
DECREASED
Shares7,433 from 8,272
Change-839 (-10%)
Value$496.5K (-$69.4K)
Filed 2026-11-02
LJI Wealth Management, LLC
UNCHANGED
Shares7,412 from 7,412
Change0 (0%)
Value$495.0K (-$12.0K)
Filed 2026-10-28
Piscataqua Savings Bank
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$494.2K (-$11.9K)
Filed 2026-10-21
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares7,379 from 7,379
Change0 (0%)
Value$492.8K (-$12.0K)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED
Shares7,366 from 7,318
Change+48 (+1%)
Value$492.0K (-$8.7K)
Filed 2026-10-20
Consilium Wealth Advisory, LLC
UNCHANGED
Shares7,325 from 7,325
Change0 (0%)
Value$489.2K (-$11.9K)
Filed 2026-10-14
Summit Financial Strategies, Inc.
DECREASED
Shares7,251 from 7,296
Change-45 (-1%)
Value$484.3K (-$14.8K)
Filed 2026-10-14
Accurate Wealth Management, LLC
DECREASED
Shares7,246 from 7,278
Change-32 (0%)
Value$476.4K (-$10.6K)
Filed 2026-10-20
AMI Investment Management Inc
UNCHANGED
Shares7,228 from 7,228
Change0 (0%)
Value$482.8K (-$11.7K)
Filed 2026-10-27
Triad Wealth Partners, LLC
INCREASED
Shares7,177 from 7,150
Change+27 (+0%)
Value$479.4K (+$19.5K)
Filed 2026-10-26
Ironwood Financial, llc
UNCHANGED
Shares7,144 from 7,144
Change0 (0%)
Value$477.1K (+$16.4K)
Filed 2026-10-20
Facet Wealth, Inc.
DECREASED
Shares7,073 from 7,773
Change-700 (-9%)
Value$472.4K (-$59.3K)
Filed 2026-11-04
Toth Financial Advisory Corp
DECREASED
Shares7,069 from 7,362
Change-293 (-4%)
Value$472.1K (-$31.5K)
Filed 2026-10-08
Cottage Street Advisors LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$467.5K (-$11.3K)
Filed 2026-10-19
Wealth Forward, LLC
DECREASED
Shares6,988 from 7,350
Change-362 (-5%)
Value$466.7K (-$36.1K)
Filed 2026-10-14
Smith & Howard Wealth Management, LLC
UNCHANGED
Shares6,981 from 6,981
Change0 (0%)
Value$466.3K (-$11.3K)
Filed 2026-10-27
Triangle Securities Wealth Management
UNCHANGED
Shares6,946 from 6,946
Change0 (0%)
Value$463.9K (-$11.3K)
Filed 2026-10-14
Peterson Wealth Advisors, LLC
UNCHANGED
Shares6,937 from 6,937
Change0 (0%)
Value$463.3K (-$11.2K)
Filed 2026-10-08
Beacon Financial Group
DECREASED
Shares6,936 from 6,941
Change-5 (0%)
Value$463.3K (-$11.6K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED
Shares6,914 from 9,113
Change-2,199 (-24%)
Value$461.8K (-$161.7K)
Filed 2026-10-13
Courier Capital LLC
UNCHANGED
Shares6,845 from 6,845
Change0 (0%)
Value$457.2K (-$11.1K)
Filed 2026-10-19
CFG Wealth Management Services, Inc.
DECREASED
Shares6,749 from 7,349
Change-600 (-8%)
Value$450.9K (+$45.6K)
Filed 2026-10-21
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares6,740 from 6,770
Change-30 (0%)
Value$450.2K (-$13.0K)
Filed 2026-10-16
Stephenson & Company, Inc.
DECREASED
Shares6,736 from 6,767
Change-31 (0%)
Value$449.9K (-$13.0K)
Filed 2026-10-30
Jeppson Wealth Management, LLC
UNCHANGED
Shares6,705 from 6,705
Change0 (0%)
Value$447.9K (-$10.9K)
Filed 2026-10-20
Park National Corp
INCREASED
Shares6,694 from 6,173
Change+521 (+8%)
Value$447.1K (+$24.9K)
Filed 2026-10-05
Trace Wealth Advisors, LLC
UNCHANGED
Shares6,675 from 6,675
Change0 (0%)
Value$445.8K (-$10.8K)
Filed 2026-10-30
Wedmont Private Capital
UNCHANGED
Shares6,674 from 6,674
Change0 (0%)
Value$441.2K (-$5.3K)
Filed 2026-10-09
Retirement Planning Co of New England, Inc.
DECREASED
Shares6,662 from 6,682
Change-20 (0%)
Value$444.9K (-$12.2K)
Filed 2026-10-15
Security Financial Services, Inc.
DECREASED
Shares6,633 from 6,810
Change-177 (-3%)
Value$443.0K (-$22.9K)
Filed 2026-10-29
North Berkeley Wealth Management, LLC
UNCHANGED
Shares6,587 from 6,587
Change0 (0%)
Value$439.9K (-$10.7K)
Filed 2026-11-02
CGC Financial Services, LLC
UNCHANGED
Shares6,582 from 6,582
Change0 (0%)
Value$439.6K (-$10.7K)
Filed 2026-10-13
1900 Wealth Management LLC
DECREASED
Shares6,575 from 6,617
Change-42 (-1%)
Value$439.1K (-$422.3K)
Filed 2026-10-13
Orgel Wealth Management, LLC
NEW
Shares6,527
Change+6,527
Value$435.9K
Filed 2026-10-14
Transce3nd, LLC
NEW
Shares6,492
Change+6,492
Value$412.7K
Filed 2026-10-26
Archford Capital Strategies, LLC
DECREASED
Shares6,473 from 6,525
Change-52 (-1%)
Value$432.3K (-$14.0K)
Filed 2026-10-19
Diversified Management Inc
INCREASED
Shares6,471 from 6,354
Change+117 (+2%)
Value$432.2K (-$2.5K)
Filed 2026-10-08
Ferguson Wellman Capital Management, Inc
INCREASED
Shares6,469 from 6,263
Change+206 (+3%)
Value$432.1K (+$3.6K)
Filed 2026-10-05
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares6,442 from 5,019
Change+1,423 (+28%)
Value$430.3K (+$86.9K)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares6,419 from 14,417
Change-7,998 (-55%)
Value$429 (-$985.6K)
Filed 2026-10-22
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares6,411 from 6,411
Change0 (0%)
Value$428.2K (-$10.4K)
Filed 2026-11-02
Integrated Capital Management, Inc.
INCREASED
Shares6,371 from 5,879
Change+492 (+8%)
Value$425.5K (+$23.3K)
Filed 2026-10-09
Griffin Asset Management, Inc.
INCREASED
Shares6,353 from 6,300
Change+53 (+1%)
Value$424.3K (-$6.7K)
Filed 2026-10-22
Flagstar Securities, Inc
INCREASED
Shares6,315 from 5,040
Change+1,275 (+25%)
Value$421.8K (+$77.0K)
Filed 2026-10-15
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares6,310 from 6,310
Change0 (0%)
Value$421.4K (-$10.2K)
Filed 2026-10-20
Sage Rhino Capital LLC
UNCHANGED
Shares6,292 from 6,292
Change0 (0%)
Value$420.2K (-$10.2K)
Filed 2026-10-28
Kanawha Capital Management LLC
INCREASED
Shares6,286 from 6,235
Change+51 (+1%)
Value$419.8K (-$6.7K)
Filed 2026-10-19
Endowment Wealth Management, Inc.
DECREASED
Shares6,283 from 8,836
Change-2,553 (-29%)
Value$419.7K (-$184.8K)
Filed 2026-11-03
Parthenon LLC
UNCHANGED
Shares6,276 from 6,276
Change0 (0%)
Value$419.2K (-$10.2K)
Filed 2026-10-22
Oarsman Capital, Inc.
UNCHANGED
Shares6,225 from 6,225
Change0 (0%)
Value$415.8K (-$10.1K)
Filed 2026-11-05
Patten Group, Inc.
INCREASED
Shares6,214 from 6,210
Change+4 (+0%)
Value$415.0K (-$9.8K)
Filed 2026-10-26
Key Client Fiduciary Advisors, LLC
DECREASED
Shares6,184 from 6,211
Change-27 (0%)
Value$413.0K (-$11.9K)
Filed 2026-10-19
Northstar Asset Management Co
UNCHANGED
Shares6,170 from 6,170
Change0 (0%)
Value$392.2K (+$1.5K)
Filed 2026-10-22
Freedom Day Solutions, LLC
NEW
Shares6,142
Change+6,142
Value$410.3K
Filed 2026-10-20
LMG Wealth Partners, LLC
UNCHANGED
Shares6,106 from 6,106
Change0 (0%)
Value$407.8K (-$9.9K)
Filed 2026-11-05
Aprio Wealth Management, LLC
INCREASED
Shares6,099 from 6,047
Change+52 (+1%)
Value$407.3K (-$6.4K)
Filed 2026-10-28
Greenup Street Wealth Management LLC
DECREASED
Shares5,990 from 6,012
Change-22 (0%)
Value$400.1K (-$11.2K)
Filed 2026-10-28
Harbour Capital Advisors, LLC
UNCHANGED
Shares5,984 from 5,984
Change0 (0%)
Value$399.7K (-$659)
Filed 2026-10-13
Patten & Patten Inc
DECREASED
Shares5,927 from 6,702
Change-775 (-12%)
Value$395.9K (-$62.6K)
Filed 2026-10-26
GHP Investment Advisors, Inc.
UNCHANGED
Shares5,926 from 5,926
Change0 (0%)
Value$395.8K (-$9.6K)
Filed 2026-10-15
International Assets Investment Management, LLC
DECREASED
Shares5,912 from 23,998
Change-18,086 (-75%)
Value$395.0K (-$1.2M)
Filed 2026-11-02
MCF Advisors LLC
UNCHANGED
Shares5,883 from 5,883
Change0 (0%)
Value$392.9K (-$9.5K)
Filed 2026-10-28
Navigation Group, LLC
UNCHANGED
Shares5,871 from 5,871
Change0 (0%)
Value$392.1K (-$9.5K)
Filed 2026-10-28
Sound Income Strategies, LLC
INCREASED
Shares5,848 from 5,521
Change+327 (+6%)
Value$386.5K (+$8.9K)
Filed 2026-10-09
Partners Wealth Management, LLC
NEW
Shares5,837
Change+5,837
Value$389.8K
Filed 2026-10-28
Soltis Investment Advisors LLC
INCREASED
Shares5,802 from 4,339
Change+1,463 (+34%)
Value$387.5K (+$90.7K)
Filed 2026-10-28
LifeGoal Investments, LLC
UNCHANGED
Shares5,684 from 5,684
Change0 (0%)
Value$379.6K (-$9.2K)
Filed 2026-10-09
Williams Jones Wealth Management, Llc.
DECREASED
Shares5,580 from 5,633
Change-53 (-1%)
Value$372.7K (-$12.7K)
Filed 2026-11-05
Beacon Bank & Trust
DECREASED
Shares5,566 from 5,719
Change-153 (-3%)
Value$371.8K (-$19.5K)
Filed 2026-10-27
Pinnacle Associates LTD
UNCHANGED
Shares5,520 from 5,520
Change0 (0%)
Value$368.7K (-$8.9K)
Filed 2026-10-20
NBH Bank
INCREASED
Shares5,518 from 5,228
Change+290 (+6%)
Value$368.5K (+$10.9K)
Filed 2026-11-05
Fort Washington Investment Advisors Inc
DECREASED
Shares5,507 from 6,291
Change-784 (-12%)
Value$367.8K (-$62.6K)
Filed 2026-10-15
Noble Family Wealth, LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$367.3K (-$8.9K)
Filed 2026-10-26
Wealthstar Advisors, LLC
INCREASED
Shares5,499 from 4,815
Change+684 (+14%)
Value$367.3K (+$37.9K)
Filed 2026-10-19
Kraematon Investment Advisors, Inc
UNCHANGED
Shares5,493 from 5,493
Change0 (0%)
Value$366.9K (-$8.9K)
Filed 2026-11-02
Topel & Distasi Wealth Management, LLC
UNCHANGED
Shares5,492 from 5,492
Change0 (0%)
Value$366.8K (-$8.9K)
Filed 2026-11-05
Live Oak Private Wealth LLC
UNCHANGED
Shares5,453 from 5,453
Change0 (0%)
Value$364.2K (-$8.8K)
Filed 2026-11-02
First Bancorp, Inc
DECREASED
Shares5,447 from 5,599
Change-152 (-3%)
Value$363.8K (-$19.2K)
Filed 2026-10-26
180 Wealth Advisors, LLC
UNCHANGED
Shares5,409 from 5,409
Change0 (0%)
Value$361.3K (-$8.8K)
Filed 2026-11-03
Capital Wealth Alliance, LLC
NEW
Shares5,358
Change+5,358
Value$357.9K
Filed 2026-10-20
Accelerate Investment Advisors LLC
UNCHANGED
Shares5,340 from 5,340
Change0 (0%)
Value$356.7K (-$8.7K)
Filed 2026-11-02
Wealth Dimensions Group, Ltd.
UNCHANGED
Shares5,335 from 5,335
Change0 (0%)
Value$356.3K (-$8.6K)
Filed 2026-11-02
Wernau Asset Management Inc.
UNCHANGED
Shares5,316 from 5,316
Change0 (0%)
Value$355.1K (-$8.6K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
DECREASED
Shares5,283 from 5,325
Change-42 (-1%)
Value$352.9K (-$11.4K)
Filed 2026-10-29
Partners in Financial Planning
UNCHANGED
Shares5,204 from 5,204
Change0 (0%)
Value$347.6K (-$8.4K)
Filed 2026-11-06
Baldwin Wealth Partners LLC
INCREASED
Shares5,185 from 5,179
Change+6 (+0%)
Value$346.3K (-$8.0K)
Filed 2026-10-13
Courage Miller Partners, LLC
DECREASED
Shares5,157 from 6,238
Change-1,081 (-17%)
Value$344.4K (-$82.3K)
Filed 2026-10-21
Acorn Financial Advisory Services Inc
UNCHANGED
Shares5,137 from 5,137
Change0 (0%)
Value$343.1K (-$8.3K)
Filed 2026-11-02
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares5,117 from 5,117
Change0 (0%)
Value$341.8K (-$8.3K)
Filed 2026-10-16
MBL Wealth, LLC
DECREASED
Shares5,103 from 5,126
Change-23 (0%)
Value$340.8K (-$9.8K)
Filed 2026-10-22
1834 Investment Advisors Co
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$340.6K (-$8.3K)
Filed 2026-10-16
Private Wealth Management Group, LLC
UNCHANGED
Shares5,017 from 5,017
Change0 (0%)
Value$335.1K (-$8.1K)
Filed 2026-10-19
Truefg, LLC
UNCHANGED
Shares5,015 from 5,015
Change0 (0%)
Value$335.0K (-$8.1K)
Filed 2026-10-15
Searle & Co.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$334.0K (-$8.1K)
Filed 2026-11-04
Poehling Capital Management, Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$334.0K (-$8.1K)
Filed 2026-10-20
Portside Wealth Group, LLC
INCREASED
Shares4,993 from 2,988
Change+2,005 (+67%)
Value$333.5K (+$129.1K)
Filed 2026-10-20
Gainline Financial Partners, LLC
INCREASED
Shares4,970 from 3,934
Change+1,036 (+26%)
Value$332.0K (+$62.8K)
Filed 2026-10-15
Old Second National Bank of Aurora
UNCHANGED
Shares4,969 from 4,969
Change0 (0%)
Value$331.9K (-$8.0K)
Filed 2026-10-22
Private Wealth Group, LLC
UNCHANGED
Shares4,960 from 4,960
Change0 (0%)
Value$331.3K (-$8.0K)
Filed 2026-10-19
Braun-Bostich & Associates Inc.
DECREASED
Shares4,944 from 5,277
Change-333 (-6%)
Value$330.2K (-$30.8K)
Filed 2026-10-20
Carrera Capital Advisors
INCREASED
Shares4,928 from 4,857
Change+71 (+1%)
Value$329.2K (-$3.1K)
Filed 2026-11-03
Gill Capital Partners, LLC
UNCHANGED
Shares4,925 from 4,925
Change0 (0%)
Value$328.9K (-$8.0K)
Filed 2026-10-13
Praetorian Wealth Management, Inc.
UNCHANGED
Shares4,920 from 4,920
Change0 (0%)
Value$328.6K (-$8.0K)
Filed 2026-10-16
Y.D. More Investments Ltd
NEW
Shares4,868
Change+4,868
Value$325.1K
Filed 2026-11-02
Marion Wealth Management
UNCHANGED
Shares4,858 from 4,858
Change0 (0%)
Value$324.5K (-$7.9K)
Filed 2026-10-22
Dynamic Financial Group
DECREASED
Shares4,852 from 4,853
Change-1 (0%)
Value$324.0K (-$7.9K)
Filed 2026-10-28
Transcendent Capital Group LLC
INCREASED
Shares4,827 from 4,811
Change+16 (+0%)
Value$322.4K (-$6.7K)
Filed 2026-10-28
Tsfg, LLC
DECREASED
Shares4,820 from 6,250
Change-1,430 (-23%)
Value$322 (-$427.7K)
Filed 2026-10-23
Fisher Asset Management, LLC
INCREASED
Shares4,818 from 4,233
Change+585 (+14%)
Value$321.8K (+$32.2K)
Filed 2026-11-06
Chemistry Wealth Management LLC
INCREASED
Shares4,811 from 4,799
Change+12 (+0%)
Value$321.3K (-$7.0K)
Filed 2026-10-16
Corundum Group, Inc.
NEW
Shares4,810
Change+4,810
Value$321.3K
Filed 2026-10-28
Corundum Trust Company, Inc
UNCHANGED
Shares4,810 from 4,810
Change0 (0%)
Value$321.3K (-$7.8K)
Filed 2026-10-29
Krane Financial Solutions LLC
UNCHANGED
Shares4,762 from 4,762
Change0 (0%)
Value$318.0K (-$7.7K)
Filed 2026-10-30
Focus Financial Network, Inc.
INCREASED
Shares4,738 from 4,458
Change+280 (+6%)
Value$316.5K (+$11.5K)
Filed 2026-10-14
Hedges Asset Management LLC
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$313.9K (-$7.6K)
Filed 2026-10-29
Hoey Investments, Inc
DECREASED
Shares4,648 from 5,250
Change-602 (-11%)
Value$310.4K (-$48.7K)
Filed 2026-10-29
Union Savings Bank
INCREASED
Shares4,620 from 4,470
Change+150 (+3%)
Value$308.6K (+$2.8K)
Filed 2026-10-14
Altman Advisors, Inc.
INCREASED
Shares4,610 from 4,430
Change+180 (+4%)
Value$307.9K (+$4.8K)
Filed 2026-11-05
Ddfg, Inc
DECREASED
Shares4,597 from 4,607
Change-10 (0%)
Value$307.0K (-$8.1K)
Filed 2026-10-15
Alpha Omega Wealth Management LLC
DECREASED
Shares4,585 from 5,060
Change-475 (-9%)
Value$306.2K (-$39.9K)
Filed 2026-10-23
Andina Capital Management, LLC
NEW
Shares4,577
Change+4,577
Value$305.7K
Filed 2026-10-21
Anchor Capital Advisors LLC
DECREASED
Shares4,566 from 4,665
Change-99 (-2%)
Value$305.0K (-$14.2K)
Filed 2026-11-05
Van Cleef Asset Management,Inc
UNCHANGED
Shares4,552 from 4,552
Change0 (0%)
Value$304.0K (-$7.4K)
Filed 2026-10-20
Atwood & Palmer Inc
UNCHANGED
Shares4,499 from 4,499
Change0 (0%)
Value$300.5K (-$7.3K)
Filed 2026-10-08
AdvisorNet Financial, Inc
DECREASED
Shares4,427 from 6,051
Change-1,624 (-27%)
Value$285.0K (-$128.9K)
Filed 2026-10-15
Eastern Bank
DECREASED
Shares4,415 from 4,565
Change-150 (-3%)
Value$294.9K (-$17.4K)
Filed 2026-10-05
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares4,407
Change+4,407
Value$294.3K
Filed 2026-10-13
Tokio Marine Asset Management Co LTD
NEW
Shares4,395
Change+4,395
Value$293.5K
Filed 2026-10-26
TCP Asset Management, LLC
INCREASED
Shares4,395 from 4,392
Change+3 (+0%)
Value$297.4K (-$3.0K)
Filed 2026-10-14
Valtinson Bruner Financial Planning LLC
DECREASED
Shares4,378 from 4,571
Change-193 (-4%)
Value$292.4K (-$20.3K)
Filed 2026-11-02
Chung Wu Investment Group, LLC
UNCHANGED
Shares4,370 from 4,370
Change0 (0%)
Value$291.9K (-$7.1K)
Filed 2026-11-03
Gallacher Capital Management LLC
DECREASED
Shares4,368 from 6,659
Change-2,291 (-34%)
Value$291.8K (-$163.8K)
Filed 2026-10-30
Sepio Capital, LP
UNCHANGED
Shares4,326 from 4,326
Change0 (0%)
Value$289.0K (-$7.0K)
Filed 2026-10-22
Cardinal Point Capital Management ULC
DECREASED
Shares4,250 from 4,750
Change-500 (-11%)
Value$283.9K (-$41.1K)
Filed 2026-10-21
Forum Financial Management, LP
UNCHANGED
Shares4,250 from 4,250
Change0 (0%)
Value$283.9K (-$6.9K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares4,228 from 1,928
Change+2,300 (+119%)
Value$282.4K (+$150.5K)
Filed 2026-11-04
Polaris Investment Advisors, LLC
UNCHANGED
Shares4,226 from 4,226
Change0 (0%)
Value$282.3K (-$6.8K)
Filed 2026-10-20
CX Institutional
UNCHANGED
Shares4,213 from 4,213
Change0 (0%)
Value$281 (-$7)
Filed 2026-10-02
Creekside Partners
UNCHANGED
Shares4,204 from 4,204
Change0 (0%)
Value$280.8K (-$6.8K)
Filed 2026-11-04
Sageworth Trust Co
UNCHANGED
Shares4,186 from 4,186
Change0 (0%)
Value$279.6K (-$6.8K)
Filed 2026-10-30
Platform Technology Partners
NEW
Shares4,182
Change+4,182
Value$279.3K
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares4,168 from 3,922
Change+246 (+6%)
Value$278.4K (+$10.0K)
Filed 2026-10-22
Monarch Capital Management Inc
DECREASED
Shares4,163 from 4,328
Change-165 (-4%)
Value$278.0K (-$18.0K)
Filed 2026-10-19
Shepherd Street Advisors LLC
UNCHANGED
Shares4,151 from 4,151
Change0 (0%)
Value$277.3K (+$5.1K)
Filed 2026-10-21
Sigma Investment Counselors Inc
DECREASED
Shares4,143 from 5,297
Change-1,154 (-22%)
Value$276.7K (-$85.7K)
Filed 2026-10-27
Victory Financial Group, LLC
INCREASED
Shares4,132 from 4,038
Change+94 (+2%)
Value$275.9K (-$263)
Filed 2026-10-27
Forteris Wealth Management Inc.
UNCHANGED
Shares4,117 from 4,117
Change0 (0%)
Value$275.0K (-$6.7K)
Filed 2026-10-13
Strategy Asset Managers LLC
INCREASED
Shares4,108 from 4,039
Change+69 (+2%)
Value$274.4K (-$1.9K)
Filed 2026-10-14
PW Nova Financial Services LLC
DECREASED
Shares4,102 from 4,604
Change-502 (-11%)
Value$274.0K (-$41.0K)
Filed 2026-10-15
Mayfair Advisory Group, LLC
DECREASED
Shares4,083 from 4,092
Change-9 (0%)
Value$272.7K (+$13.6K)
Filed 2026-10-20
Hiley Hunt Wealth Management
UNCHANGED
Shares4,064 from 4,064
Change0 (0%)
Value$271.4K (-$6.6K)
Filed 2026-10-08
Windsor Capital Management, LLC
DECREASED
Shares4,055 from 4,059
Change-4 (0%)
Value$270.9K (-$6.9K)
Filed 2026-10-13
Moors & Cabot, Inc.
DECREASED
Shares4,038 from 4,188
Change-150 (-4%)
Value$269.7K (-$16.8K)
Filed 2026-11-06
New Hampshire Trust
UNCHANGED
Shares4,026 from 4,026
Change0 (0%)
Value$268.9K (-$6.5K)
Filed 2026-10-20
Leisure Capital Management
UNCHANGED
Shares4,025 from 4,025
Change0 (0%)
Value$268.8K (-$6.5K)
Filed 2026-11-03
Destiny Wealth Partners, LLC
NEW
Shares4,017
Change+4,017
Value$245.5K
Filed 2026-11-05
William Howard & Co Financial Advisors Inc
UNCHANGED
Shares4,003 from 4,003
Change0 (0%)
Value$267.4K (-$6.5K)
Filed 2026-11-04
Argentarii, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$267.2K (+$5.4K)
Filed 2026-10-28
Glaxis Capital Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$267.2K (-$6.5K)
Filed 2026-11-02
IFG Advisors, LLC
DECREASED
Shares3,999 from 4,026
Change-27 (-1%)
Value$267.1K (-$8.3K)
Filed 2026-10-15
Kathmere Capital Management, LLC
UNCHANGED
Shares3,920 from 3,920
Change0 (0%)
Value$261.8K (-$6.4K)
Filed 2026-10-20
Commerce Advisors, LLC
UNCHANGED
Shares3,908 from 3,908
Change0 (0%)
Value$261.0K (-$6.3K)
Filed 2026-10-19
Integrity Alliance, Llc.
DECREASED
Shares3,886 from 13,110
Change-9,224 (-70%)
Value$259.6K (-$637.3K)
Filed 2026-10-29
Central Trust Co
INCREASED
Shares3,856 from 3,664
Change+192 (+5%)
Value$257.5K (+$6.9K)
Filed 2026-11-05
Principle Wealth Partners LLC
INCREASED
Shares3,847 from 3,372
Change+475 (+14%)
Value$257.0K (+$26.3K)
Filed 2026-11-02
Sapient Capital LLC
INCREASED
Shares3,847 from 3,533
Change+314 (+9%)
Value$256.9K (+$15.2K)
Filed 2026-10-08
Marathon Strategic Advisors, LLC
DECREASED
Shares3,837 from 3,853
Change-16 (0%)
Value$256.3K (-$7.3K)
Filed 2026-10-20
Clearstead Trust, LLC
UNCHANGED
Shares3,830 from 3,830
Change0 (0%)
Value$255.8K (-$6.2K)
Filed 2026-11-06
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares3,821 from 4,051
Change-230 (-6%)
Value$255.2K (-$21.9K)
Filed 2026-10-27
Midwest Financial Partners Investments, Inc.
UNCHANGED
Shares3,787 from 3,787
Change0 (0%)
Value$252.9K (-$6.1K)
Filed 2026-10-08
GR Financial Group, LLC
NEW
Shares3,762
Change+3,762
Value$251.3K
Filed 2026-10-27
Stablepoint Partners, LLC
INCREASED
Shares3,709 from 3,396
Change+313 (+9%)
Value$247.7K (+$15.4K)
Filed 2026-11-03
Lodestone Wealth Management LLC
UNCHANGED
Shares3,695 from 3,695
Change0 (0%)
Value$246.8K (-$6.0K)
Filed 2026-10-14
Signal Advisors Wealth, LLC
NEW
Shares3,689
Change+3,689
Value$246.4K
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares3,666 from 3,662
Change+4 (+0%)
Value$245.0K (-$5.5K)
Filed 2026-10-30
Financial Guidance Group, Inc.
DECREASED
Shares3,653 from 3,777
Change-124 (-3%)
Value$244.0K (-$14.4K)
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
INCREASED
Shares3,650 from 2,976
Change+674 (+23%)
Value$169.1K (+$89.0K)
Filed 2026-11-04
Concord Wealth Partners
DECREASED
Shares3,617 from 3,936
Change-319 (-8%)
Value$241.6K (-$27.7K)
Filed 2026-11-02
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares3,615 from 3,601
Change+14 (+0%)
Value$228.9K (-$5.1K)
Filed 2026-10-21
Christensen, King & Associates Investment Services, Inc.
NEW
Shares3,605
Change+3,605
Value$240.8K
Filed 2026-10-22
Hohimer Wealth Management, LLC
UNCHANGED
Shares3,593 from 3,593
Change0 (0%)
Value$240.0K (-$5.8K)
Filed 2026-11-04
eCIO, Inc.
NEW
Shares3,589
Change+3,589
Value$245.0K
Filed 2026-11-02
Downshift Financial, LLC
INCREASED
Shares3,561 from 3,278
Change+283 (+9%)
Value$237.8K (+$13.6K)
Filed 2026-10-13
BridgePort Financial Solutions, LLC
UNCHANGED
Shares3,530 from 3,530
Change0 (0%)
Value$235.8K (-$5.7K)
Filed 2026-11-02
WealthPlan Investment Management, LLC
UNCHANGED
Shares3,528 from 3,528
Change0 (0%)
Value$235.6K (-$5.7K)
Filed 2026-10-15
Avity Investment Management Inc.
UNCHANGED
Shares3,521 from 3,521
Change0 (0%)
Value$235.2K (-$5.7K)
Filed 2026-10-09
Murphy & Mullick Capital Management Corp
INCREASED
Shares3,486 from 3,386
Change+100 (+3%)
Value$232.9K (+$1.2K)
Filed 2026-11-02
Burns J W & Co Inc
DECREASED
Shares3,473 from 3,613
Change-140 (-4%)
Value$232.0K (-$15.2K)
Filed 2026-10-20
Maia Wealth LLC
DECREASED
Shares3,463 from 3,473
Change-10 (0%)
Value$231.3K (-$6.2K)
Filed 2026-10-19
Bill Few Associates, Inc.
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$230.4K (-$5.6K)
Filed 2026-10-09
Clear Wave Wealth Management LLC
INCREASED
Shares3,439 from 3,407
Change+32 (+1%)
Value$229.7K (-$3.4K)
Filed 2026-11-04
SkyOak Wealth, LLC
UNCHANGED
Shares3,421 from 3,421
Change0 (0%)
Value$228.5K (-$5.5K)
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares3,418
Change+3,418
Value$228.3K
Filed 2026-10-26
Willow Creek Capital Management, Inc.
UNCHANGED
Shares3,401 from 3,401
Change0 (0%)
Value$232.7K ($0)
Filed 2026-10-16
Wingate Wealth Advisors, Inc.
INCREASED
Shares3,400 from 3,243
Change+157 (+5%)
Value$227.1K (+$5.2K)
Filed 2026-10-26
Macroview Investment Management LLC
DECREASED
Shares3,364 from 3,484
Change-120 (-3%)
Value$224.7K (-$13.7K)
Filed 2026-10-26
Vigilare Wealth Management
NEW
Shares3,359
Change+3,359
Value$224.3K
Filed 2026-10-29
Unified Investment Management
UNCHANGED
Shares3,356 from 3,356
Change0 (0%)
Value$224.2K (-$5.4K)
Filed 2026-10-14
VAN Strum & Towne Inc.
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$223.7K (-$5.4K)
Filed 2026-11-06
Grandfield & Dodd, LLC
UNCHANGED
Shares3,337 from 3,337
Change0 (0%)
Value$222.9K (-$5.4K)
Filed 2026-10-29
Aviance Capital Partners, LLC
UNCHANGED
Shares3,322 from 3,322
Change0 (0%)
Value$221.9K (-$5.4K)
Filed 2026-10-29
Mascoma Wealth Management LLC
UNCHANGED
Shares3,280 from 3,280
Change0 (0%)
Value$219.1K (-$5.3K)
Filed 2026-10-23
Proathlete Wealth Management LLC
UNCHANGED
Shares3,277 from 3,277
Change0 (0%)
Value$218.9K (-$5.3K)
Filed 2026-10-15
First City Capital Management, Inc.
DECREASED
Shares3,272 from 3,315
Change-43 (-1%)
Value$218.5K (-$8.3K)
Filed 2026-10-27
Advisor OS, LLC
INCREASED
Shares3,252 from 3,191
Change+61 (+2%)
Value$217.2K (-$1.1K)
Filed 2026-11-03
Woodmont Investment Counsel LLC
NEW
Shares3,250
Change+3,250
Value$217.1K
Filed 2026-10-29
John G Ullman & Associates Inc
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$217.1K (-$5.3K)
Filed 2026-11-04
Quartz Partners, LLC
NEW
Shares3,236
Change+3,236
Value$216.1K
Filed 2026-11-03
Community Trust & Investment Co
UNCHANGED
Shares3,205 from 3,205
Change0 (0%)
Value$214.1K (-$5.2K)
Filed 2026-10-15
Hegarty Advisors, LLC
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$213.7K (-$5.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares3,186
Change+3,186
Value$203.7K
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares3,186
Change+3,186
Value$203.7K
Filed 2026-10-20
Sterling Financial Planning, Inc.
UNCHANGED
Shares3,184 from 3,184
Change0 (0%)
Value$212.6K (-$5.2K)
Filed 2026-10-28
Hudock, Inc.
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$210.4K (-$5.1K)
Filed 2026-10-14
Breakwater Investment Management
DECREASED
Shares3,145 from 3,148
Change-3 (0%)
Value$210.1K (-$5.3K)
Filed 2026-10-20
Center for Financial Planning, Inc.
DECREASED
Shares3,140 from 3,286
Change-146 (-4%)
Value$209.7K (-$15.1K)
Filed 2026-10-26
Occidental Asset Management, LLC
NEW
Shares3,130
Change+3,130
Value$209.0K
Filed 2026-11-05
Traynor Capital Management, Inc.
NEW
Shares3,130
Change+3,130
Value$209.0K
Filed 2026-10-29
Friedenthal Financial
DECREASED
Shares3,102 from 3,107
Change-5 (0%)
Value$207.2K (-$5.4K)
Filed 2026-10-27
North Forty Two & Co.
UNCHANGED
Shares3,083 from 3,083
Change0 (0%)
Value$205.9K (-$5.0K)
Filed 2026-10-19
KWB Wealth
DECREASED
Shares3,067 from 3,129
Change-62 (-2%)
Value$204.8K (-$9.2K)
Filed 2026-10-16
First American Bank
NEW
Shares3,057
Change+3,057
Value$204.2K
Filed 2026-10-27
Hillcrest Wealth Advisors - NY, LLC
NEW
Shares3,000
Change+3,000
Value$200.4K
Filed 2026-10-22
S.E.E.D. Planning Group LLC
NEW
Shares2,998
Change+2,998
Value$200.2K
Filed 2026-10-07
Larson Financial Group LLC
DECREASED
Shares2,938 from 3,404
Change-466 (-14%)
Value$196.2K (-$36.6K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
INCREASED
Shares2,901 from 2,881
Change+20 (+1%)
Value$193.8K (-$3.3K)
Filed 2026-11-04
Sage Mountain Advisors LLC
UNCHANGED
Shares2,901 from 2,901
Change0 (0%)
Value$193.8K (-$4.7K)
Filed 2026-11-02
Thompson Investment Management, Inc.
UNCHANGED
Shares2,820 from 2,820
Change0 (0%)
Value$188.3K (-$4.6K)
Filed 2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares2,689 from 2,689
Change0 (0%)
Value$179.6K (-$4.4K)
Filed 2026-10-15
Hilltop National Bank
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$176.3K (-$4.3K)
Filed 2026-10-14
TFC Financial Management, Inc.
UNCHANGED
Shares2,572 from 2,572
Change0 (0%)
Value$171.8K (-$4.2K)
Filed 2026-10-26
Jacobi Capital Management LLC
NEW
Shares2,442
Change+2,442
Value$163.1K
Filed 2026-11-05
First United Bank & Trust
UNCHANGED
Shares2,430 from 2,430
Change0 (0%)
Value$162.3K (-$3.9K)
Filed 2026-10-22
Winch Advisory Services, LLC
UNCHANGED
Shares2,428 from 2,428
Change0 (0%)
Value$162.1K (-$3.9K)
Filed 2026-11-06
Fairway Wealth LLC
UNCHANGED
Shares2,374 from 2,374
Change0 (0%)
Value$158.6K (-$3.8K)
Filed 2026-10-30
West Financial Advisors, LLC
INCREASED
Shares2,339 from 1,418
Change+921 (+65%)
Value$156.2K (+$59.2K)
Filed 2026-10-22
City State Bank
UNCHANGED
Shares2,290 from 2,290
Change0 (0%)
Value$152.9K (-$3.7K)
Filed 2026-10-20
American National Bank & Trust
UNCHANGED
Shares2,280 from 2,280
Change0 (0%)
Value$152.3K (-$3.7K)
Filed 2026-10-07
1620 Investment Advisors, Inc.
UNCHANGED
Shares2,270 from 2,270
Change0 (0%)
Value$151.6K (-$3.7K)
Filed 2026-11-04
PDS Planning, Inc
DECREASED
Shares2,233 from 2,340
Change-107 (-5%)
Value$149.1K (-$10.9K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
INCREASED
Shares2,213 from 1,494
Change+719 (+48%)
Value$147.8K (+$45.6K)
Filed 2026-10-20
EPG Wealth Management LLC
UNCHANGED
Shares2,175 from 2,175
Change0 (0%)
Value$145.3K (-$3.5K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED
Shares2,113 from 2,113
Change0 (0%)
Value$141.1K (-$3.4K)
Filed 2026-10-13
Curat Global, LLC
UNCHANGED
Shares2,072 from 2,072
Change0 (0%)
Value$138.4K (-$533)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
INCREASED
Shares2,025 from 1,875
Change+150 (+8%)
Value$135.3K (+$7.0K)
Filed 2026-10-16
Tompkins Financial Corp
INCREASED
Shares1,983 from 539
Change+1,444 (+268%)
Value$132.4K (+$95.6K)
Filed 2026-10-05
DecisionPoint Financial, LLC
INCREASED
Shares1,978 from 130
Change+1,848 (+1422%)
Value$132.2K (+$123.5K)
Filed 2026-10-27
Caldwell Trust Co
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$127.6K (-$3.1K)
Filed 2026-10-30
Insight Wealth Partners, LLC
DECREASED
Shares1,871 from 60,971
Change-59,100 (-97%)
Value$125.0K (-$4.0M)
Filed 2026-10-26
Blueline Advisors LLC
UNCHANGED
Shares1,841 from 1,841
Change0 (0%)
Value$123.0K (-$3.0K)
Filed 2026-10-15
Ares Financial Consulting, LLC
UNCHANGED
Shares1,776 from 1,776
Change0 (0%)
Value$118.6K (-$2.9K)
Filed 2026-10-19
Coston, McIsaac & Partners
UNCHANGED
Shares1,743 from 1,743
Change0 (0%)
Value$116.4K (-$2.6K)
Filed 2026-11-06
Asset Dedication, LLC
UNCHANGED
Shares1,732 from 1,732
Change0 (0%)
Value$115.7K (-$2.8K)
Filed 2026-11-03
Gamma Investing LLC
UNCHANGED
Shares1,689 from 1,689
Change0 (0%)
Value$112.8K (-$2.7K)
Filed 2026-10-08
Winthrop Capital Management, LLC
UNCHANGED
Shares1,617 from 1,617
Change0 (0%)
Value$108.0K (-$3.0K)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares1,616 from 1,616
Change0 (0%)
Value$108.0K (-$2.6K)
Filed 2026-11-02
Elyxium Wealth, LLC
NEW
Shares1,588
Change+1,588
Value$106.1K
Filed 2026-10-27
Mill Capital Management, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$100.2K (-$2.4K)
Filed 2026-10-26
Blume Capital Management, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$100.2K (-$2.4K)
Filed 2026-10-26
Hanson & Doremus Investment Management
UNCHANGED
Shares1,453 from 1,453
Change0 (0%)
Value$97 (-$98.9K)
Filed 2026-10-16
3Chopt Investment Partners, LLC
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$95.5K (-$2.3K)
Filed 2026-10-30
Ascentis Wealth Management, LLC
UNCHANGED
Shares1,357 from 1,357
Change0 (0%)
Value$90.6K (-$2.2K)
Filed 2026-11-03
Ballast, Inc.
NEW
Shares1,324
Change+1,324
Value$88.4K
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares1,276
Change+1,276
Value$85.2K
Filed 2026-10-27
Rosenberg Matthew Hamilton
DECREASED
Shares1,271 from 1,290
Change-19 (-1%)
Value$84.9K (-$3.4K)
Filed 2026-10-05
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,261 from 1,261
Change0 (0%)
Value$84.2K (-$2.0K)
Filed 2026-11-03
GK Wealth Management LLC
NEW
Shares1,230
Change+1,230
Value$82.1K
Filed 2026-10-09
Axiom Investment Management LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$80.1K (-$1.9K)
Filed 2026-11-03
Quintet Private Bank (Europe) S.A.
DECREASED
Shares1,180 from 1,660
Change-480 (-29%)
Value$78.8K (-$34.7K)
Filed 2026-10-08
Abound Wealth Management
INCREASED
Shares1,171 from 1,059
Change+112 (+11%)
Value$78.2K (+$5.8K)
Filed 2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares1,162 from 937
Change+225 (+24%)
Value$77.6K (+$13.5K)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
DECREASED
Shares1,156 from 1,408
Change-252 (-18%)
Value$77.2K (-$19.1K)
Filed 2026-10-28
MV Capital Management, Inc.
UNCHANGED
Shares1,152 from 1,152
Change0 (0%)
Value$76.9K (-$1.9K)
Filed 2026-10-29
Wolff Wiese Magana LLC
INCREASED
Shares1,144 from 1,046
Change+98 (+9%)
Value$76.4K (+$4.9K)
Filed 2026-10-15
Putney Financial Group LLC
NEW
Shares1,083
Change+1,083
Value$72.3K
Filed 2026-10-30
Jnba Financial Advisors
INCREASED
Shares1,079 from 1,020
Change+59 (+6%)
Value$72.0K (+$2.3K)
Filed 2026-11-03
Evermay Wealth Management LLC
UNCHANGED
Shares1,067 from 1,067
Change0 (0%)
Value$71.3K (-$1.7K)
Filed 2026-11-05
Angeles Wealth Management, LLC
UNCHANGED
Shares1,061 from 1,061
Change0 (0%)
Value$70.9K (-$1.7K)
Filed 2026-10-26
Southern Michigan Bank & Trust
DECREASED
Shares1,050 from 1,234
Change-184 (-15%)
Value$70.1K (-$14.3K)
Filed 2026-10-19
Joseph Group Capital Management
DECREASED
Shares1,042 from 1,445
Change-403 (-28%)
Value$69.6K (-$29.3K)
Filed 2026-11-04
Edgemoor Investment Advisors, Inc.
NEW
Shares1,028
Change+1,028
Value$68.7K
Filed 2026-11-03
James T. Borello RIA
UNCHANGED
Shares1,010 from 1,010
Change0 (0%)
Value$67.5K (-$1.6K)
Filed 2026-10-16
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$66.8K (-$1.6K)
Filed 2026-10-28
POM Investment Strategies, LLC
DECREASED
Shares879 from 3,896
Change-3,017 (-77%)
Value$58.7K (-$207.8K)
Filed 2026-10-20
Bfsg, LLC
DECREASED
Shares864 from 884
Change-20 (-2%)
Value$57.7K (-$2.8K)
Filed 2026-10-30
Gladwyn Financial Advisors, Inc.
DECREASED
Shares831 from 868
Change-37 (-4%)
Value$55.5K (-$3.9K)
Filed 2026-10-05
Gen-Wealth Partners Inc
INCREASED
Shares807 from 802
Change+5 (+1%)
Value$53.9K (-$982)
Filed 2026-11-04
Pacific Center for Financial Services
UNCHANGED
Shares789 from 789
Change0 (0%)
Value$52.7K (-$1.3K)
Filed 2026-10-15
Duncker Streett & Co Inc
UNCHANGED
Shares785 from 785
Change0 (0%)
Value$52.4K (-$1.3K)
Filed 2026-10-27
Peterson Wealth Services
UNCHANGED
Shares745 from 745
Change0 (0%)
Value$49.8K (-$1.2K)
Filed 2026-10-26
Navigoe, LLC
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$49 (-$1)
Filed 2026-11-04
Triumph Capital Management
DECREASED
Shares704 from 723
Change-19 (-3%)
Value$47.0K (-$2.4K)
Filed 2026-10-14
Pillar Financial Advisors, LLC
UNCHANGED
Shares673 from 673
Change0 (0%)
Value$45.0K (-$1.1K)
Filed 2026-10-21
Financial Perspectives, Inc
UNCHANGED
Shares653 from 653
Change0 (0%)
Value$43.6K (-$1.1K)
Filed 2026-11-03
Phillip James Consulting Co.
NEW
Shares640
Change+640
Value$42.7K
Filed 2026-11-03
Hickory Point Bank & Trust
UNCHANGED
Shares627 from 627
Change0 (0%)
Value$41.9K (-$1.0K)
Filed 2026-10-01
CrossGen Wealth, LLC
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$40.6K (-$985)
Filed 2026-10-30
Maseco LLP
UNCHANGED
Shares602 from 602
Change0 (0%)
Value$40.2K (-$996)
Filed 2026-10-27
Creative Capital Management Investments LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$40.1K (-$972)
Filed 2026-10-28
Fairscale Capital, LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$36.0K (-$4.3K)
Filed 2026-11-04
Financial Freedom, LLC
NEW
Shares578
Change+578
Value$38.6K
Filed 2026-11-06
Elevated Capital Advisors, LLC
DECREASED
Shares545 from 564
Change-19 (-3%)
Value$36.4K (-$2.2K)
Filed 2026-11-04
Richardson Capital Management LLC
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$34.7K (-$841)
Filed 2026-10-23
Gables Capital Management Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$33.4K (-$810)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED
Shares483 from 409
Change+74 (+18%)
Value$32.3K (+$4.3K)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$30.7K (-$746)
Filed 2026-10-23
Rossby Financial, LCC
NEW
Shares459
Change+459
Value$30.7K
Filed 2026-11-05
MidAtlantic Capital Management, Inc.
NEW
Shares452
Change+452
Value$30.2K
Filed 2026-11-05
MTM Investment Management, LLC
INCREASED
Shares450 from 305
Change+145 (+48%)
Value$30.1K (+$9.2K)
Filed 2026-10-30
Addison Advisors LLC
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$29.7K (-$720)
Filed 2026-11-06
Financial Management Professionals, Inc.
DECREASED
Shares439 from 659
Change-220 (-33%)
Value$29.3K (-$15.8K)
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares436 from 436
Change0 (0%)
Value$29.1K (-$707)
Filed 2026-10-16
Register Financial Advisors LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$28.4K (-$688)
Filed 2026-10-23
Wilkerson Advisory Group LLC
INCREASED
Shares419 from 418
Change+1 (+0%)
Value$28.0K (-$678)
Filed 2026-10-20
Balance Wealth Partners LLC
NEW
Shares414
Change+414
Value$27.7K
Filed 2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$27.1K (-$656)
Filed 2026-10-22
Madden Securities Corp
NEW
Shares400
Change+400
Value$26.7K
Filed 2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$26.7K (-$648)
Filed 2026-10-09
Avion Wealth
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$25 (-$1)
Filed 2026-11-04
IFS Advisors, LLC
NEW
Shares378
Change+378
Value$25.2K
Filed 2026-10-14
Silver Grove Financial Group, Inc.
INCREASED
Shares374 from 50
Change+324 (+648%)
Value$25.0K (+$21.6K)
Filed 2026-11-05
Evolution Wealth Management Inc.
DECREASED
Shares358 from 768
Change-410 (-53%)
Value$23.9K (-$28.6K)
Filed 2026-10-28
Adirondack Trust Co
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$22.7K (-$548)
Filed 2026-10-14
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares326 from 326
Change0 (0%)
Value$21.8K (-$528)
Filed 2026-10-16
Bangor Savings Bank
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$21.2K (-$514)
Filed 2026-10-06
Versant Capital Management, Inc
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$21.0K (-$510)
Filed 2026-10-02
Mechanics Financial Corp
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$20.4K (-$494)
Filed 2026-11-05
Laurel Wealth Advisors LLC
NEW
Shares300
Change+300
Value$20.0K
Filed 2026-10-27
Alpine Bank Wealth Management
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$20.0K (-$486)
Filed 2026-10-16
Legacy Bridge, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$20.0K (-$486)
Filed 2026-10-28
Highline Wealth Partners LLC
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$19.4K (-$471)
Filed 2026-10-19
Smallwood Wealth Investment Management, LLC
DECREASED
Shares289 from 832
Change-543 (-65%)
Value$19.3K (-$37.6K)
Filed 2026-10-30
Pflug Koory, LLC
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$18.6K (-$451)
Filed 2026-10-26
Vermillion Wealth Management, Inc.
DECREASED
Shares266 from 5,802
Change-5,536 (-95%)
Value$17.8K (-$379.1K)
Filed 2026-10-26
Biltmore Family Office, LLC
DECREASED
Shares255 from 325
Change-70 (-22%)
Value$17.0K (-$5.2K)
Filed 2026-11-03
Westside Investment Management, Inc.
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$16.4K (-$396)
Filed 2026-11-02
Strengthening Families & Communities, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$16.3K (-$397)
Filed 2026-10-21
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares240 from 225
Change+15 (+7%)
Value$16.0K (+$637)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares238
Change+238
Value$15.9K
Filed 2026-10-21
Fairman Group, LLC
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$15.8K (-$384)
Filed 2026-10-26
Ashton Thomas Securities, LLC
NEW
Shares228
Change+228
Value$15.2K
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
DECREASED
Shares211 from 3,166
Change-2,955 (-93%)
Value$14.1K (-$196.4K)
Filed 2026-11-04
Aspect Partners, LLC
DECREASED
Shares201 from 6,627
Change-6,426 (-97%)
Value$13.4K (-$439.9K)
Filed 2026-10-20
Belvedere Trading LLC
NEW
Shares193
Change+193
Value$12.9K
Filed 2026-11-05
Montag A & Associates Inc
DECREASED
Shares190 from 5,422
Change-5,232 (-96%)
Value$12.7K (-$358.2K)
Filed 2026-10-29
American Capital Advisory, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$12.5K (-$302)
Filed 2026-10-28
Morling Financial Advisors, LLC
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$12.4K (-$301)
Filed 2026-10-28
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$11.9K (-$288)
Filed 2026-10-20
Markowski Investments
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$11.7K (-$284)
Filed 2026-10-30
IMG Wealth Management, Inc.
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$11.3K (-$275)
Filed 2026-10-27
High Note Wealth, LLC
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$11.2K (-$272)
Filed 2026-10-27
Provident Wealth Management, LLC
DECREASED
Shares165 from 330
Change-165 (-50%)
Value$11.0K (-$11.6K)
Filed 2026-10-20
Archer Investment Corp
DECREASED
Shares165 from 291
Change-126 (-43%)
Value$11.0K (-$8.9K)
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares150
Change+150
Value$10.0K
Filed 2026-11-02
Armor Investment Advisors, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$10.0K (-$243)
Filed 2026-10-27
Sima Wealth Partners, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$10.0K (-$243)
Filed 2026-10-19
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares145 from 179
Change-34 (-19%)
Value$9.7K (-$2.6K)
Filed 2026-10-30
Rydar Equities, Inc.
NEW
Shares142
Change+142
Value$9.6K
Filed 2026-10-13
Granite FO LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$9.2K (-$224)
Filed 2026-10-14
Mcdonald Partners LLC
INCREASED
Shares132 from 54
Change+78 (+144%)
Value$8.8K (+$5.1K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$8.5K (-$206)
Filed 2026-10-23
Catherine Avery Investment Management LLC
INCREASED
Shares120 from 119
Change+1 (+1%)
Value$8.0K (-$126)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$7.3K (-$178)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares106 from 1,461
Change-1,355 (-93%)
Value$7.1K (-$92.9K)
Filed 2026-10-14
DB Fitzpatrick & Co, Inc
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$6.7K (-$163)
Filed 2026-10-19
Carolina Wealth Advisors, LLC
NEW
Shares100
Change+100
Value$6.7K
Filed 2026-10-23
West Paces Advisors Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.7K (-$162)
Filed 2026-10-13
Vima LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.7K (-$162)
Filed 2026-10-23
Towne Trust Company, N.a
NEW
Shares91
Change+91
Value$6.1K
Filed 2026-10-28
Fortitude Family Office, LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$6.1K (-$147)
Filed 2026-10-14
Kingdom Financial Group Llc.
NEW
Shares90
Change+90
Value$6.0K
Filed 2026-11-04
PayPay Securities Corp
INCREASED
Shares84 from 81
Change+3 (+4%)
Value$5.6K (+$69)
Filed 2026-10-27
Phillips Financial Management, LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$5.5K (-$133)
Filed 2026-10-19
Rakuten Securities, Inc.
INCREASED
Shares77 from 20
Change+57 (+285%)
Value$5.1K (+$3.8K)
Filed 2026-11-02
Daytona Street Capital LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$5.3K (+$138)
Filed 2026-10-15
Lynch Investment Planning, LLC
NEW
Shares75
Change+75
Value$5.0K
Filed 2026-10-27
Horrell Capital Management, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$5.0K (-$122)
Filed 2026-10-08
BankChampaign, National Association
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$4.6K (-$111)
Filed 2026-10-19
Gleason Group, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.2K (-$53)
Filed 2026-10-15
Compass Financial Management LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$2.1K (+$24)
Filed 2026-10-30
High Point Wealth Management, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.7K (-$41)
Filed 2026-11-05
Nemes Rush Group LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.3K (-$32)
Filed 2026-11-04
Fortis Group Advisors, LLC
DECREASED
Shares16 from 28,653
Change-28,637 (-100%)
Value$1.1K (-$2.0M)
Filed 2026-11-06
Armstrong Advisory Group, Inc
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.1K (-$26)
Filed 2026-10-09
Country Trust Bank
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.1K (-$26)
Filed 2026-10-30
GoalVest Advisory LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$868 (-$21)
Filed 2026-10-02
Signature Equity Partners, LLC
NEW
Shares10
Change+10
Value$668
Filed 2026-10-29
William Mack & Associates, Inc.
NEW
Shares6
Change+6
Value$401
Filed 2026-10-27
Deutsche Bank Ag\
CLOSED
Shares0 from 852,504
Change-852,504 (-100%)
Value$0 (-$58.3M)
Filed 2026-11-06
HWG Holdings LP
CLOSED
Shares0 from 558,040
Change-558,040 (-100%)
Value$0 (-$38.2M)
Filed 2026-10-08
Verger Capital Management LLC
CLOSED
Shares0 from 248,885
Change-248,885 (-100%)
Value$0 (-$17.0M)
Filed 2026-10-22
Kaydan Wealth Management, Inc.
CLOSED
Shares0 from 232,524
Change-232,524 (-100%)
Value$0 (-$15.9M)
Filed 2026-10-08
Royal Fund Management, LLC
CLOSED
Shares0 from 229,379
Change-229,379 (-100%)
Value$0 (-$15.7M)
Filed 2026-10-22
Sterling Capital Management LLC
CLOSED
Shares0 from 125,999
Change-125,999 (-100%)
Value$0 (-$8.6M)
Filed 2026-10-22
International City Management Association Retirement Corp
CLOSED
Shares0 from 101,350
Change-101,350 (-100%)
Value$0 (-$6.9M)
Filed 2026-10-26
Financial & Tax Architects, LLC
CLOSED
Shares0 from 94,607
Change-94,607 (-100%)
Value$0 (-$6.5M)
Filed 2026-10-15
Fluent Financial, LLC
CLOSED
Shares0 from 67,525
Change-67,525 (-100%)
Value$0 (-$4.6M)
Filed 2026-10-13
Founders Financial Securities LLC
CLOSED
Shares0 from 51,841
Change-51,841 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-28
Wagner Wealth Management, Corp
CLOSED
Shares0 from 41,098
Change-41,098 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-20
Jefferies Financial Group Inc.
CLOSED
Shares0 from 36,565
Change-36,565 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-05
Surience Private Wealth LLC
CLOSED
Shares0 from 23,145
Change-23,145 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-16
Galvin, Gaustad & Stein, LLC
CLOSED
Shares0 from 22,455
Change-22,455 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-08
J2 Capital Management Inc
CLOSED
Shares0 from 21,393
Change-21,393 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-19
Ballast Rock Private Wealth LLC
CLOSED
Shares0 from 21,198
Change-21,198 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-26
Newport Capital Group, LLC
CLOSED
Shares0 from 20,431
Change-20,431 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-16
MFG Wealth Management, Inc.
CLOSED
Shares0 from 19,676
Change-19,676 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-09
G&S Capital LLC
CLOSED
Shares0 from 19,534
Change-19,534 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-23
Everett Harris & Co
CLOSED
Shares0 from 15,527
Change-15,527 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-28
New Wave Wealth Advisors LLC
CLOSED
Shares0 from 15,452
Change-15,452 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-19
Fund Evaluation Group, LLC
CLOSED
Shares0 from 13,870
Change-13,870 (-100%)
Value$0 (-$948.9K)
Filed 2026-11-05
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 11,491
Change-11,491 (-100%)
Value$0 (-$786.1K)
Filed 2026-10-20
Ibex Wealth Advisors
CLOSED
Shares0 from 7,684
Change-7,684 (-100%)
Value$0 (-$525.7K)
Filed 2026-11-06
Balboa Wealth Partners
CLOSED
Shares0 from 5,765
Change-5,765 (-100%)
Value$0 (-$394.4K)
Filed 2026-10-20
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 5,720
Change-5,720 (-100%)
Value$0 (-$391.3K)
Filed 2026-11-06
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 4,913
Change-4,913 (-100%)
Value$0 (-$336.1K)
Filed 2026-10-13
FDx Advisors, Inc.
CLOSED
Shares0 from 4,703
Change-4,703 (-100%)
Value$0 (-$322.0K)
Filed 2026-11-05
Seros Financial, LLC
CLOSED
Shares0 from 4,523
Change-4,523 (-100%)
Value$0 (-$309.4K)
Filed 2026-10-21
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$273.6K)
Filed 2026-11-03
TKG Advisors, LLC
CLOSED
Shares0 from 3,796
Change-3,796 (-100%)
Value$0 (-$259.7K)
Filed 2026-11-02
DeLarme Wealth Management, Inc.
CLOSED
Shares0 from 3,251
Change-3,251 (-100%)
Value$0 (-$222.4K)
Filed 2026-10-30
McElhenny Sheffield Capital Management, LLC
CLOSED
Shares0 from 3,126
Change-3,126 (-100%)
Value$0 (-$213.9K)
Filed 2026-11-06
GC Wealth Management RIA, LLC
CLOSED
Shares0 from 3,112
Change-3,112 (-100%)
Value$0 (-$212.9K)
Filed 2026-11-02
True North Advisors, LLC
CLOSED
Shares0 from 3,086
Change-3,086 (-100%)
Value$0 (-$211.1K)
Filed 2026-10-22
Cypress Capital Group
CLOSED
Shares0 from 3,040
Change-3,040 (-100%)
Value$0 (-$208.0K)
Filed 2026-11-03
Lazard Freres Gestion S.A.S.
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$205.0K)
Filed 2026-11-03
Strategic Family Wealth Counselors, L.L.C.
CLOSED
Shares0 from 2,986
Change-2,986 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-29
Beaumont Financial Advisors, LLC
CLOSED
Shares0 from 2,976
Change-2,976 (-100%)
Value$0 (-$203.6K)
Filed 2026-10-22
Gutierrez Wealth Advisory, LLC
CLOSED
Shares0 from 2,956
Change-2,956 (-100%)
Value$0 (-$202.2K)
Filed 2026-11-02
Tempo Wealth, LLC
CLOSED
Shares0 from 2,937
Change-2,937 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-14
Robinswood Financial LLC
CLOSED
Shares0 from 2,769
Change-2,769 (-100%)
Value$0 (-$189.4K)
Filed 2026-10-20
BankPlus Trust Department
CLOSED
Shares0 from 2,473
Change-2,473 (-100%)
Value$0 (-$169.2K)
Filed 2026-11-06
First Pacific Financial
CLOSED
Shares0 from 251
Change-251 (-100%)
Value$0 (-$17.2K)
Filed 2026-10-14
Hoese & Co LLP
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-21
Brooklyn FI, LLC
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$5.5K)
Filed 2026-11-05
Activest Wealth Management
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-15
Nfsg Corp
CLOSED
Shares0 from 73
Change-73 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-15
Ironwood Wealth Management, Llc.
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-28
Stone House Investment Management, LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-23
Key Capital Management, Inc
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.7K)
Filed 2026-11-03
Acumen Wealth Advisors, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$685)
Filed 2026-11-05
Mondrian Investment Partners LTD
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$560)
Filed 2026-10-23
Tucker Asset Management LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$68)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 40,796,593
Change-40,796,593 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 38,612,778
Change-38,612,778 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 19,096,026
Change-19,096,026 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 13,964,117
Change-13,964,117 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 12,400,465
Change-12,400,465 (-100%)
Value—
UBS Group AG
N/A
Shares— from 11,560,552
Change-11,560,552 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 11,207,326
Change-11,207,326 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,052,375
Change-6,052,375 (-100%)
Value—
Board of Trustees of The Leland Stanford Junior University
N/A
Shares— from 5,406,282
Change-5,406,282 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 5,010,106
Change-5,010,106 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,415,489
Change-4,415,489 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 3,647,515
Change-3,647,515 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,704,404
Change-2,704,404 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 2,555,879
Change-2,555,879 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,511,063
Change-2,511,063 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 2,480,428
Change-2,480,428 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,399,630
Change-2,399,630 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 1,887,366
Change-1,887,366 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,782,907
Change-1,782,907 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,777,002
Change-1,777,002 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 1,542,754
Change-1,542,754 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,418,146
Change-1,418,146 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,279,350
Change-1,279,350 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 1,250,889
Change-1,250,889 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,212,678
Change-1,212,678 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,209,998
Change-1,209,998 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,205,822
Change-1,205,822 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,205,299
Change-1,205,299 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,161,244
Change-1,161,244 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,152,899
Change-1,152,899 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,016,061
Change-1,016,061 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 960,965
Change-960,965 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 946,843
Change-946,843 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 929,275
Change-929,275 (-100%)
Value—
Allstate Corp
N/A
Shares— from 925,445
Change-925,445 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 889,999
Change-889,999 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 885,916
Change-885,916 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 881,298
Change-881,298 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 880,828
Change-880,828 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 816,454
Change-816,454 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 802,767
Change-802,767 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 797,119
Change-797,119 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 769,883
Change-769,883 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 759,524
Change-759,524 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 743,148
Change-743,148 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 726,259
Change-726,259 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 718,000
Change-718,000 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 713,800
Change-713,800 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 710,000
Change-710,000 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 707,423
Change-707,423 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 703,371
Change-703,371 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 700,000
Change-700,000 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 660,248
Change-660,248 (-100%)
Value—
Man Group plc
N/A
Shares— from 628,800
Change-628,800 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 605,065
Change-605,065 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 585,827
Change-585,827 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 585,604
Change-585,604 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 582,678
Change-582,678 (-100%)
Value—
Prudential PLC
N/A
Shares— from 564,350
Change-564,350 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 544,579
Change-544,579 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 531,185
Change-531,185 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 531,015
Change-531,015 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 520,563
Change-520,563 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 520,252
Change-520,252 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 508,280
Change-508,280 (-100%)
Value—
Commerce Bank
N/A
Shares— from 495,439
Change-495,439 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 495,204
Change-495,204 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 493,039
Change-493,039 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 481,363
Change-481,363 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 470,600
Change-470,600 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 468,107
Change-468,107 (-100%)
Value—
EFG International AG
N/A
Shares— from 442,311
Change-442,311 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 437,620
Change-437,620 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 435,970
Change-435,970 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 433,242
Change-433,242 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 430,192
Change-430,192 (-100%)
Value—
Allianz SE
N/A
Shares— from 424,056
Change-424,056 (-100%)
Value—
WIT, LLC
N/A
Shares— from 412,144
Change-412,144 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 400,003
Change-400,003 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 392,152
Change-392,152 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 387,507
Change-387,507 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 369,473
Change-369,473 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 361,267
Change-361,267 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 356,385
Change-356,385 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 349,321
Change-349,321 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 347,610
Change-347,610 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 331,530
Change-331,530 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 318,766
Change-318,766 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 314,986
Change-314,986 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 314,456
Change-314,456 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 309,582
Change-309,582 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 308,634
Change-308,634 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 283,219
Change-283,219 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 272,321
Change-272,321 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 271,002
Change-271,002 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 268,729
Change-268,729 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 267,005
Change-267,005 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 264,901
Change-264,901 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 260,395
Change-260,395 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 254,150
Change-254,150 (-100%)
Value—
Blair William & Co
N/A
Shares— from 253,766
Change-253,766 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 253,676
Change-253,676 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 250,815
Change-250,815 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 239,228
Change-239,228 (-100%)
Value—
BW Gestao de Investimentos Ltda.
N/A
Shares— from 238,968
Change-238,968 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 237,167
Change-237,167 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 235,310
Change-235,310 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 232,637
Change-232,637 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 231,209
Change-231,209 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 227,322
Change-227,322 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 225,535
Change-225,535 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 219,086
Change-219,086 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 210,809
Change-210,809 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 205,993
Change-205,993 (-100%)
Value—
Metropolitan Life Insurance Co
N/A
Shares— from 202,478
Change-202,478 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 199,651
Change-199,651 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 198,768
Change-198,768 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 194,335
Change-194,335 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 189,707
Change-189,707 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 176,641
Change-176,641 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 173,160
Change-173,160 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 171,763
Change-171,763 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 167,260
Change-167,260 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 164,693
Change-164,693 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 164,365
Change-164,365 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 160,876
Change-160,876 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 160,095
Change-160,095 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 158,857
Change-158,857 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 157,086
Change-157,086 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 155,651
Change-155,651 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 155,395
Change-155,395 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 149,662
Change-149,662 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 146,997
Change-146,997 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 146,418
Change-146,418 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 145,056
Change-145,056 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 144,108
Change-144,108 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 143,175
Change-143,175 (-100%)
Value—
Friends of the Cornell LAB of Ornithology, Inc.
N/A
Shares— from 141,872
Change-141,872 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 141,768
Change-141,768 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 141,232
Change-141,232 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 140,575
Change-140,575 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 140,098
Change-140,098 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 139,054
Change-139,054 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 138,859
Change-138,859 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 132,714
Change-132,714 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 132,594
Change-132,594 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 132,377
Change-132,377 (-100%)
Value—
&partners
N/A
Shares— from 128,233
Change-128,233 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 125,091
Change-125,091 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 124,351
Change-124,351 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 123,323
Change-123,323 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 122,042
Change-122,042 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 121,767
Change-121,767 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 120,154
Change-120,154 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 115,560
Change-115,560 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 115,498
Change-115,498 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 115,333
Change-115,333 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 113,970
Change-113,970 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 112,160
Change-112,160 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 111,721
Change-111,721 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 110,576
Change-110,576 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 109,321
Change-109,321 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 108,908
Change-108,908 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 108,299
Change-108,299 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 107,136
Change-107,136 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 102,543
Change-102,543 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 101,643
Change-101,643 (-100%)
Value—
Up Capital Management, Inc.
N/A
Shares— from 101,561
Change-101,561 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 101,316
Change-101,316 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 101,287
Change-101,287 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 101,251
Change-101,251 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 100,069
Change-100,069 (-100%)
Value—
Westport Asset Management Inc
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 99,516
Change-99,516 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 99,258
Change-99,258 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 98,920
Change-98,920 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 98,836
Change-98,836 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 98,766
Change-98,766 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 97,269
Change-97,269 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 95,835
Change-95,835 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 94,056
Change-94,056 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 90,796
Change-90,796 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 88,042
Change-88,042 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 87,763
Change-87,763 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 85,939
Change-85,939 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 85,710
Change-85,710 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 81,478
Change-81,478 (-100%)
Value—
LSP Investment Advisors, LLC
N/A
Shares— from 80,012
Change-80,012 (-100%)
Value—
Simmons Bank
N/A
Shares— from 79,896
Change-79,896 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 79,087
Change-79,087 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 78,904
Change-78,904 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 76,639
Change-76,639 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 75,857
Change-75,857 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 75,524
Change-75,524 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 75,444
Change-75,444 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 75,201
Change-75,201 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 75,145
Change-75,145 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 74,974
Change-74,974 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 74,271
Change-74,271 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 74,196
Change-74,196 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 73,635
Change-73,635 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 73,168
Change-73,168 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 73,004
Change-73,004 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 72,139
Change-72,139 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 71,845
Change-71,845 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 71,524
Change-71,524 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 71,043
Change-71,043 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 70,291
Change-70,291 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 70,213
Change-70,213 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 68,700
Change-68,700 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 68,578
Change-68,578 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 68,198
Change-68,198 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 67,873
Change-67,873 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 67,569
Change-67,569 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 66,363
Change-66,363 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 65,817
Change-65,817 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 65,651
Change-65,651 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 64,114
Change-64,114 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 63,623
Change-63,623 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 62,576
Change-62,576 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 62,435
Change-62,435 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 61,340
Change-61,340 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 60,990
Change-60,990 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 60,656
Change-60,656 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 59,486
Change-59,486 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 59,326
Change-59,326 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 59,281
Change-59,281 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 58,623
Change-58,623 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 58,600
Change-58,600 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 57,951
Change-57,951 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 57,831
Change-57,831 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 57,016
Change-57,016 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 56,727
Change-56,727 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 56,257
Change-56,257 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 56,122
Change-56,122 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 55,443
Change-55,443 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 54,675
Change-54,675 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 54,644
Change-54,644 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 53,373
Change-53,373 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 51,800
Change-51,800 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 50,446
Change-50,446 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 50,204
Change-50,204 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 50,121
Change-50,121 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 49,229
Change-49,229 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 48,927
Change-48,927 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 48,612
Change-48,612 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 48,115
Change-48,115 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 47,832
Change-47,832 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 47,720
Change-47,720 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 47,529
Change-47,529 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 47,436
Change-47,436 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 45,494
Change-45,494 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 45,036
Change-45,036 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 44,136
Change-44,136 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 43,894
Change-43,894 (-100%)
Value—
BNP Paribas
N/A
Shares— from 43,704
Change-43,704 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 43,140
Change-43,140 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 43,062
Change-43,062 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 42,300
Change-42,300 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 42,011
Change-42,011 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 41,710
Change-41,710 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 41,270
Change-41,270 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 40,935
Change-40,935 (-100%)
Value—
Cliffwater LLC
N/A
Shares— from 40,400
Change-40,400 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 40,063
Change-40,063 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 39,667
Change-39,667 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 39,142
Change-39,142 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 38,761
Change-38,761 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 38,742
Change-38,742 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 38,133
Change-38,133 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 37,874
Change-37,874 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 37,759
Change-37,759 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 37,757
Change-37,757 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 37,666
Change-37,666 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 37,381
Change-37,381 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 37,225
Change-37,225 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 37,073
Change-37,073 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 36,477
Change-36,477 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 36,459
Change-36,459 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 36,437
Change-36,437 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 36,341
Change-36,341 (-100%)
Value—
Nepc LLC
N/A
Shares— from 36,131
Change-36,131 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 35,689
Change-35,689 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 35,347
Change-35,347 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 35,319
Change-35,319 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 34,693
Change-34,693 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 34,500
Change-34,500 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 34,077
Change-34,077 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 34,012
Change-34,012 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 33,407
Change-33,407 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 33,239
Change-33,239 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 32,877
Change-32,877 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 32,280
Change-32,280 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 32,170
Change-32,170 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 32,039
Change-32,039 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 31,891
Change-31,891 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 31,499
Change-31,499 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 31,451
Change-31,451 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 31,398
Change-31,398 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 31,351
Change-31,351 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 30,909
Change-30,909 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 30,669
Change-30,669 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 30,215
Change-30,215 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 29,946
Change-29,946 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 29,900
Change-29,900 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 29,742
Change-29,742 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 29,275
Change-29,275 (-100%)
Value—
Stephens Inc
N/A
Shares— from 28,459
Change-28,459 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 28,324
Change-28,324 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 28,200
Change-28,200 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 27,904
Change-27,904 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 27,894
Change-27,894 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 27,773
Change-27,773 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 27,420
Change-27,420 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 27,321
Change-27,321 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 27,009
Change-27,009 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 26,815
Change-26,815 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 25,847
Change-25,847 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 25,814
Change-25,814 (-100%)
Value—
Moneda S.A. Administradora General de Fondos
N/A
Shares— from 25,721
Change-25,721 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 24,987
Change-24,987 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 24,770
Change-24,770 (-100%)
Value—
GHE, LLC
N/A
Shares— from 23,481
Change-23,481 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 23,412
Change-23,412 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 23,006
Change-23,006 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 23,000
Change-23,000 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 22,916
Change-22,916 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 22,874
Change-22,874 (-100%)
Value—
Nwam LLC
N/A
Shares— from 22,267
Change-22,267 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 22,207
Change-22,207 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 22,047
Change-22,047 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 21,501
Change-21,501 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 21,261
Change-21,261 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 21,246
Change-21,246 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 21,024
Change-21,024 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 20,910
Change-20,910 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 20,791
Change-20,791 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 20,763
Change-20,763 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 20,688
Change-20,688 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 20,368
Change-20,368 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 20,337
Change-20,337 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 20,304
Change-20,304 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 20,270
Change-20,270 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 20,072
Change-20,072 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 19,852
Change-19,852 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 19,797
Change-19,797 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 19,757
Change-19,757 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 19,680
Change-19,680 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 19,442
Change-19,442 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 19,372
Change-19,372 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 19,269
Change-19,269 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 18,986
Change-18,986 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 18,900
Change-18,900 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 18,259
Change-18,259 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 18,102
Change-18,102 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 17,697
Change-17,697 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 17,651
Change-17,651 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 17,470
Change-17,470 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 17,468
Change-17,468 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 17,348
Change-17,348 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 17,169
Change-17,169 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 16,931
Change-16,931 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 16,924
Change-16,924 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 16,794
Change-16,794 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 16,379
Change-16,379 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 16,281
Change-16,281 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 16,121
Change-16,121 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 15,949
Change-15,949 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 15,911
Change-15,911 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 15,737
Change-15,737 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 15,685
Change-15,685 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 15,623
Change-15,623 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 15,600
Change-15,600 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 15,530
Change-15,530 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 15,522
Change-15,522 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 15,485
Change-15,485 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 15,392
Change-15,392 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 15,339
Change-15,339 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 14,752
Change-14,752 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 14,538
Change-14,538 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 14,485
Change-14,485 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 14,434
Change-14,434 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 14,400
Change-14,400 (-100%)
Value—
Betterment LLC
N/A
Shares— from 14,383
Change-14,383 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 14,353
Change-14,353 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 14,151
Change-14,151 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 14,144
Change-14,144 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 14,077
Change-14,077 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 13,976
Change-13,976 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 13,889
Change-13,889 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 13,727
Change-13,727 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 13,668
Change-13,668 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 13,417
Change-13,417 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 13,174
Change-13,174 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 13,150
Change-13,150 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 12,968
Change-12,968 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 12,960
Change-12,960 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 12,894
Change-12,894 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 12,784
Change-12,784 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 12,423
Change-12,423 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 12,403
Change-12,403 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 12,250
Change-12,250 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 12,201
Change-12,201 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 11,983
Change-11,983 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,917
Change-11,917 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,824
Change-11,824 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 11,769
Change-11,769 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 11,764
Change-11,764 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 11,707
Change-11,707 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 11,620
Change-11,620 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 11,509
Change-11,509 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,495
Change-11,495 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 11,390
Change-11,390 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 11,299
Change-11,299 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 11,247
Change-11,247 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 11,247
Change-11,247 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 11,192
Change-11,192 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 11,121
Change-11,121 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 11,105
Change-11,105 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11,064
Change-11,064 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 10,992
Change-10,992 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 10,977
Change-10,977 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 10,921
Change-10,921 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 10,852
Change-10,852 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 10,733
Change-10,733 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 10,723
Change-10,723 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 10,712
Change-10,712 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 10,448
Change-10,448 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 10,058
Change-10,058 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 10,037
Change-10,037 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 10,026
Change-10,026 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 10,018
Change-10,018 (-100%)
Value—
LuminArx Capital Management LP
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 9,974
Change-9,974 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 9,907
Change-9,907 (-100%)
Value—
Croban
N/A
Shares— from 9,852
Change-9,852 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,774
Change-9,774 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 9,753
Change-9,753 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 9,728
Change-9,728 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 9,721
Change-9,721 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 9,570
Change-9,570 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 9,542
Change-9,542 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 9,509
Change-9,509 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 9,377
Change-9,377 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 9,375
Change-9,375 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 9,316
Change-9,316 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 9,233
Change-9,233 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 9,190
Change-9,190 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 9,085
Change-9,085 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 8,795
Change-8,795 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 8,723
Change-8,723 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 8,703
Change-8,703 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 8,688
Change-8,688 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 8,610
Change-8,610 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 8,575
Change-8,575 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 8,558
Change-8,558 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 8,546
Change-8,546 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 8,525
Change-8,525 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 8,475
Change-8,475 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 8,437
Change-8,437 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 8,374
Change-8,374 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 8,272
Change-8,272 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 8,208
Change-8,208 (-100%)
Value—
American Trust
N/A
Shares— from 8,153
Change-8,153 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 8,144
Change-8,144 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 8,094
Change-8,094 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 8,080
Change-8,080 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 8,080
Change-8,080 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 8,071
Change-8,071 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 7,958
Change-7,958 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 7,954
Change-7,954 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 7,915
Change-7,915 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 7,883
Change-7,883 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 7,859
Change-7,859 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 7,780
Change-7,780 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 7,726
Change-7,726 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 7,656
Change-7,656 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 7,627
Change-7,627 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 7,433
Change-7,433 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 7,411
Change-7,411 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 7,405
Change-7,405 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 7,362
Change-7,362 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 7,314
Change-7,314 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,314
Change-7,314 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 7,291
Change-7,291 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 7,286
Change-7,286 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 7,275
Change-7,275 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 7,264
Change-7,264 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 7,237
Change-7,237 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 7,190
Change-7,190 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 7,145
Change-7,145 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 7,104
Change-7,104 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 7,028
Change-7,028 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 6,991
Change-6,991 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 6,904
Change-6,904 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 6,893
Change-6,893 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 6,753
Change-6,753 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 6,752
Change-6,752 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 6,729
Change-6,729 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 6,718
Change-6,718 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 6,678
Change-6,678 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 6,565
Change-6,565 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 6,541
Change-6,541 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 6,504
Change-6,504 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 6,479
Change-6,479 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 6,405
Change-6,405 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 6,378
Change-6,378 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 6,335
Change-6,335 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 6,333
Change-6,333 (-100%)
Value—
CIM, LLC
N/A
Shares— from 6,282
Change-6,282 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,246
Change-6,246 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 6,222
Change-6,222 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 6,182
Change-6,182 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 6,095
Change-6,095 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 6,090
Change-6,090 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 6,041
Change-6,041 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 5,948
Change-5,948 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 5,942
Change-5,942 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 5,937
Change-5,937 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 5,926
Change-5,926 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 5,734
Change-5,734 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 5,725
Change-5,725 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 5,642
Change-5,642 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 5,632
Change-5,632 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,597
Change-5,597 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,455
Change-5,455 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 5,222
Change-5,222 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 5,123
Change-5,123 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 5,009
Change-5,009 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 5,003
Change-5,003 (-100%)
Value—
Main Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Cadence Wealth Management LLC
N/A
Shares— from 4,972
Change-4,972 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 4,967
Change-4,967 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 4,909
Change-4,909 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,799
Change-4,799 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 4,693
Change-4,693 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 4,568
Change-4,568 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 4,519
Change-4,519 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 4,479
Change-4,479 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,339
Change-4,339 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 4,310
Change-4,310 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 4,255
Change-4,255 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 4,248
Change-4,248 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 4,179
Change-4,179 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 4,119
Change-4,119 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 4,104
Change-4,104 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 4,039
Change-4,039 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 4,025
Change-4,025 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 3,918
Change-3,918 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 3,905
Change-3,905 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 3,891
Change-3,891 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 3,877
Change-3,877 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,747
Change-3,747 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 3,725
Change-3,725 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 3,509
Change-3,509 (-100%)
Value—
Peninsula Asset Management Inc
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 3,470
Change-3,470 (-100%)
Value—
United Bank
N/A
Shares— from 3,453
Change-3,453 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 3,375
Change-3,375 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 3,366
Change-3,366 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 3,336
Change-3,336 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 3,336
Change-3,336 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 3,273
Change-3,273 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 3,237
Change-3,237 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 3,192
Change-3,192 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,005
Change-2,005 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,438
Change-1,438 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 1,318
Change-1,318 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,158
Change-1,158 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,101
Change-1,101 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 994
Change-994 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 972
Change-972 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 950
Change-950 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 899
Change-899 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 890
Change-890 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 884
Change-884 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 810
Change-810 (-100%)
Value—
Centennial Bank
N/A
Shares— from 765
Change-765 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 732
Change-732 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Quarry LP
N/A
Shares— from 680
Change-680 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 649
Change-649 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 638
Change-638 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 592
Change-592 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 570
Change-570 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 553
Change-553 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 513
Change-513 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 489
Change-489 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 448
Change-448 (-100%)
Value—
CNB Bank
N/A
Shares— from 427
Change-427 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 360
Change-360 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
Motco
N/A
Shares— from 334
Change-334 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 286
Change-286 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 272
Change-272 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 183
Change-183 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 175
Change-175 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 160
Change-160 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 128
Change-128 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 71
Change-71 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 39
Change-39 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Barclays PLC
DECREASED398,378,171939,833,340-541,455,169-58%$64.3B$26.6B-$37.7B2026-11-06
Retirement Systems of Alabama
UNCHANGED9,131,3029,131,30200%$624.7M$609.9M-$14.8M2026-11-04
Citigroup Inc
INCREASED5,513,6313,873,362+1,640,269+42%$265.0M$368.3M+$103.3M2026-11-04
PNC Financial Services Group, Inc.
DECREASED4,589,5874,650,417-60,830-1%$318.1M$306.5M-$11.6M2026-11-06
LPL Financial LLC
DECREASED4,368,5654,535,368-166,803-4%$310.3M$291.8M-$18.5M2026-11-06
Bank of New York Mellon Corp
DECREASED3,808,1543,924,398-116,244-3%$268.5M$254.3M-$14.1M2026-11-05
US Bancorp \de\
INCREASED3,393,8143,374,039+19,775+1%$230.8M$226.7M-$4.1M2026-11-05
Arga Investment Management, LP
NEW2,203,244—+2,203,244——$147.2M—2026-10-30
Greenfield FTC, Inc.
UNCHANGED1,880,5311,880,53100%$128.6M$125.6M-$3.0M2026-10-16
Cassaday & Co Wealth Management LLC
DECREASED1,705,8301,814,769-108,939-6%$124.1M$113.9M-$10.2M2026-10-27
Fifth Third Bancorp
INCREASED1,657,2101,638,280+18,930+1%$112.1M$110.7M-$1.4M2026-11-05
Regions Financial Corp
DECREASED1,350,2591,376,167-25,908-2%$94.1M$90.2M-$4.0M2026-11-05
Total Investment Management Inc
DECREASED1,257,5591,309,112-51,553-4%$83.9M$84.0M+$91.3K2026-10-22
Greenleaf Trust
DECREASED1,253,5331,379,059-125,526-9%$94.3M$83.7M-$10.6M2026-10-29
Halbert Hargrove Global Advisors, LLC
DECREASED1,026,6641,056,615-29,951-3%$72.3M$68.6M-$3.7M2026-10-16
Keybank National Association
INCREASED977,377973,583+3,794+0%$66.6M$65.3M-$1.3M2026-11-04
Truist Financial Corp
INCREASED966,557883,797+82,760+9%$60.5M$64.6M+$4.1M2026-10-30
MKP Capital Management, L.L.C.
NEW952,000—+952,000——$63.6M—2026-11-04
Wilmington Savings Fund Society, FSB
INCREASED833,665817,183+16,482+2%$55.9M$55.7M-$223.0K2026-10-23
Creative Planning
DECREASED714,140718,199-4,059-1%$49.1M$47.7M-$1.4M2026-11-02
Gradient Investments LLC
NEW678,267—+678,267——$45.3M—2026-10-08
Provenance Wealth Advisors, LLC
DECREASED595,217627,008-31,791-5%$42.9M$39.8M-$3.1M2026-10-30
New Harbor Financial Group, LLC
INCREASED587,801583,206+4,595+1%$39.9M$39.3M-$637.9K2026-10-22
Commonwealth Equity Services, LLC
DECREASED578,940613,201-34,261-6%$41.9M$38.7M-$3.3M2026-11-02
Meitav Investment House LTD
DECREASED553,781677,257-123,476-18%$46.3M$37.0M-$9.3M2026-10-28
Amarillo National Bank
INCREASED551,768547,167+4,601+1%$37.4M$36.9M-$579.1K2026-10-23
Beirne Wealth Consulting Services, LLC
INCREASED526,457526,196+261+0%$36.0M$35.2M-$835.1K2026-10-19
Wealth Enhancement Advisory Services, LLC
INCREASED512,984456,874+56,110+12%$27.7M$31.0M+$3.4M2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
UNCHANGED392,000392,00000%$26.8M$26.2M-$635.0K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED391,521588,739-197,218-33%$40.3M$26.2K-$40.2M2026-11-02
Perigon Wealth Management, LLC
INCREASED351,352340,386+10,966+3%$23.3M$23.5M+$181.0K2026-10-22
Cullen T Bankers, Inc.
INCREASED349,780323,749+26,031+8%$22.1M$23.4M+$1.2M2026-10-28
Mirae Asset Global Investments Co., Ltd.
INCREASED347,462208,497+138,965+67%$14.3M$23.2M+$8.9M2026-11-03
Kestra Advisory Services, LLC
INCREASED340,447275,807+64,640+23%$18.9M$22.7M+$3.9M2026-11-02
Colton Groome Financial Advisors, LLC
INCREASED337,725315,410+22,315+7%$21.6M$22.6M+$979.5K2026-10-06
Mesirow Financial Investment Management, Inc.
INCREASED335,086333,948+1,138+0%$22.8M$22.4M-$465.0K2026-11-05
BIP Wealth, LLC
INCREASED326,457312,073+14,384+5%$21.3M$21.8M+$455.1K2026-10-22
TD Waterhouse Canada Inc.
INCREASED302,272144,741+157,531+109%$9.6M$20.2M+$10.6M2026-10-16
Verdence Capital Advisors LLC
INCREASED297,958291,652+6,306+2%$20.0M$19.9M-$51.4K2026-10-26
Concurrent Investment Advisors, LLC
DECREASED286,149466,139-179,990-39%$31.9M$19.1M-$12.8M2026-10-16
Bryn Mawr Trust Advisors, LLC
INCREASED273,713254,550+19,163+8%$17.4M$18.3M+$867.5K2026-11-04
Riggs Asset Managment Co. Inc.
INCREASED261,673259,444+2,229+1%$17.7M$17.5M-$271.4K2026-11-05
NTV Asset Management LLC
INCREASED259,487233,348+26,139+11%$16.0M$17.3M+$1.4M2026-10-23
First Heartland Consultants, Inc.
DECREASED256,260274,373-18,113-7%$18.8M$17.1M-$1.7M2026-10-08
Bailard, Inc.
UNCHANGED246,168246,16800%$16.8M$16.4M-$398.8K2026-10-13
StoneX Group Inc.
INCREASED236,906107,745+129,161+120%$7.4M$15.7M+$8.3M2026-11-03
Ayalon Insurance Comp Ltd.
NEW235,250—+235,250——$15.7K—2026-10-08
Clarity Wealth Advisors, LLC
INCREASED230,656220,974+9,682+4%$15.1M$15.4M+$288.7K2026-10-21
Csenge Advisory Group
INCREASED226,058163,626+62,432+38%$11.2M$15.1M+$3.9M2026-11-04
Finley Financial, LLC
INCREASED225,548224,925+623+0%$15.4M$15.1M-$318.3K2026-10-28
Banque Pictet & CIE SA
DECREASED225,500238,928-13,428-6%$16.3M$15.1M-$1.3M2026-10-16
SteelPeak Wealth, LLC
INCREASED223,558211,132+12,426+6%$14.4M$14.9M+$487.9K2026-10-16
Vista Finance, LLC
INCREASED215,020213,388+1,632+1%$14.6M$14.4M-$236.7K2026-10-23
Lido Advisors, LLC
DECREASED213,080224,336-11,256-5%$15.3M$14.2M-$1.1M2026-11-04
Citizens Financial Group Inc
DECREASED210,127267,466-57,339-21%$18.3M$14.0M-$4.3M2026-10-23
Aries Wealth Management
INCREASED208,948202,496+6,452+3%$13.9M$14.0M+$102.9K2026-10-23
Pinnacle Wealth Planning Services, Inc.
INCREASED204,448199,501+4,947+2%$13.6M$13.7M+$7.2K2026-10-27
Choreo, LLC
DECREASED201,200203,399-2,199-1%$13.9M$13.4M-$476.4K2026-10-28
Tctc Holdings, LLC
INCREASED200,982198,035+2,947+1%$13.5M$13.4M-$124.0K2026-11-02
Farther Finance Advisors, LLC
INCREASED190,101182,264+7,837+4%$12.5M$12.7M+$232.3K2026-10-08
Thrivent Financial for Lutherans
DECREASED185,179226,373-41,194-18%$15.5M$12.4M-$3.1M2026-11-05
HT Partners LLC
UNCHANGED184,637184,63700%$12.6M$12.3M-$299.1K2026-10-20
Washington Growth Strategies LLC
INCREASED178,393174,115+4,278+2%$11.9M$11.9M+$3.7K2026-10-19
Pinnacle Financial Group, LLC / IL
INCREASED177,397173,422+3,975+2%$11.9M$11.8M-$15.5K2026-10-29
Lmcg Investments, LLC
DECREASED174,730177,113-2,383-1%$12.1M$11.7M-$446.1K2026-10-21
Globalt Investments LLC / GA
DECREASED171,765185,640-13,875-7%$12.7M$11.5M-$1.2M2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED167,599156,069+11,530+7%$10.7M$11.2M+$517.3K2026-10-21
Wealth Advisory Solutions, LLC
UNCHANGED164,903164,90300%$11.3M$11.0M-$267.1K2026-10-20
Three Bridge Wealth Advisors, LLC
INCREASED156,516151,546+4,970+3%$10.4M$10.5M+$86.4K2026-11-05
Sumitomo Mitsui Trust Group, Inc.
INCREASED152,794152,342+452+0%$10.4M$10.2M-$216.6K2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED151,335151,33500%$10.4M$10.1M-$245.2K2026-10-29
Little House Capital LLC
INCREASED147,967144,755+3,212+2%$9.9M$9.9M-$20.0K2026-11-06
Elevation Point Wealth Partners, LLC
INCREASED145,921142,203+3,718+3%$9.7M$9.7M+$18.0K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED144,664142,629+2,035+1%$9.8M$9.7M-$95.2K2026-11-05
Del-Sette Capital Management, LLC
DECREASED143,974171,175-27,201-16%$11.7M$9.6M-$2.1M2026-10-23
Washington Trust Bank
INCREASED143,515137,931+5,584+4%$9.4M$9.6M+$149.5K2026-11-03
Avestar Capital, LLC
DECREASED142,145149,307-7,162-5%$10.2M$9.5M-$720.2K2026-10-28
Procyon Advisors, LLC
INCREASED139,56221,414+118,148+552%$1.5M$9.3M+$7.9M2026-10-21
CoreCap Advisors, LLC
DECREASED137,279209,249-71,970-34%$14.3M$9.2M-$5.1M2026-10-08
Parallel Advisors, LLC
INCREASED136,602133,198+3,404+3%$9.1M$9.1M+$11.5K2026-11-03
Park Avenue Securities LLC
INCREASED136,256127,935+8,321+7%$8.8M$9.1K-$8.7M2026-10-26
Parcion Private Wealth LLC
DECREASED135,801139,691-3,890-3%$9.6M$9.1M-$486.1K2026-10-28
Legacy Wealth Partners, LLC
DECREASED132,207189,608-57,401-30%$13.0M$8.8M-$4.1M2026-10-15
Salomon & Ludwin, LLC
DECREASED132,114134,008-1,894-1%$8.9M$8.8M-$84.9K2026-10-29
DT Investment Partners, LLC
UNCHANGED129,704129,70400%$8.9M$8.7M-$210.1K2026-10-27
Grove Bank & Trust
INCREASED128,470121,544+6,926+6%$8.3M$8.6M+$265.7K2026-10-08
Blue Trust, Inc.
INCREASED127,28356,133+71,150+127%$3.8M$8.5M+$4.7M2026-10-15
Staley Capital Advisers Inc
UNCHANGED125,550125,55000%$8.6M$8.4M-$203.4K2026-11-06
Advisortrust Partners, LLC
INCREASED125,364125,124+240+0%$8.6M$8.4M-$186.7K2026-11-02
City of London Investment Management Co LTD
INCREASED125,19274,658+50,534+68%$5.1M$8.4M+$3.3M2026-10-30
Analyst IMS Investment Management Services Ltd.
UNCHANGED123,829123,82900%$8.5M$8.3M-$200.0K2026-11-05
Oppenheimer & Co Inc
DECREASED123,630125,345-1,715-1%$8.6M$8.3M-$317.6K2026-10-26
Ryan Investment Management, Inc.
INCREASED123,384113,120+10,264+9%$7.7M$8.2M+$502.3K2026-10-20
MacKenzie Financial Corp
INCREASED123,205102,660+20,545+20%$7.0M$8.2M+$1.2M2026-11-02
Clear Creek Financial Management, LLC
DECREASED121,887194,950-73,063-37%$13.3M$8.1M-$5.2M2026-10-28
Baker Avenue Asset Management, LP
INCREASED121,705115,836+5,869+5%$7.9M$8.1M+$204.3K2026-11-06
PFW Advisors LLC
DECREASED119,574119,596-220%$8.2M$8.0M-$195.2K2026-10-07
IFP Advisors, Inc
INCREASED118,361103,859+14,502+14%$7.1M$7.9M+$800.3K2026-10-16
Confluence Wealth Services, Inc.
INCREASED118,193116,681+1,512+1%$8.0M$7.9M-$87.4K2026-11-05
State of Wyoming
INCREASED117,73958,543+59,196+101%$4.0M$7.9M+$3.9M2026-10-28
Outlook Wealth Advisors, LLC
INCREASED117,017114,378+2,639+2%$7.8M$7.8M-$9.1K2026-10-28
First Financial Bank - Trust Division
DECREASED115,601116,004-4030%$7.9M$7.7M-$214.8K2026-10-01
PKO Investment Management Joint-Stock Co
DECREASED115,130141,513-26,383-19%$9.7M$7.7M-$2.0M2026-10-19
RTD Financial Advisors, Inc.
DECREASED114,149116,475-2,326-2%$8.0M$7.6M-$344.0K2026-10-09
Parr Mcknight Wealth Management Group, LLC
DECREASED112,397114,712-2,315-2%$7.8M$7.5M-$340.5K2026-10-30
Valeo Financial Advisors, LLC
DECREASED111,743114,407-2,664-2%$7.8M$7.5M-$363.3K2026-10-08
Willis Johnson Wealth, Inc.
DECREASED111,067114,189-3,122-3%$7.8M$7.4M-$393.5K2026-11-03
Prospera Financial Services Inc
INCREASED110,689101,919+8,770+9%$7.0M$6.8M-$216.0K2026-11-04
Savant Capital, LLC
INCREASED108,457106,509+1,948+2%$7.3M$7.2M-$34.5K2026-11-06
Parisi Gray Wealth Management
INCREASED107,868103,988+3,880+4%$7.1M$7.2M+$90.6K2026-10-16
Corepath Wealth Partners LLC
DECREASED107,088117,454-10,366-9%$7.8M$7.2M-$564.4K2026-10-21
Oppenheimer Asset Management Inc.
INCREASED106,990102,859+4,131+4%$7.0M$7.1M+$109.3K2026-10-27
Bokf, NA
DECREASED106,361107,991-1,630-2%$7.4M$7.1M-$283.8K2026-10-27
HMS Capital Management, LLC
INCREASED106,28195,374+10,907+11%$6.5M$7.1M+$574.0K2026-10-20
Glenview Trust Co
DECREASED105,671118,375-12,704-11%$8.1M$7.1M-$1.0M2026-10-28
Pinkerton Wealth, LLC
INCREASED104,77156,650+48,121+85%$3.2M$7.0M+$3.8M2026-10-29
Arbor Investment Advisors, LLC
DECREASED103,807104,559-752-1%$7.2M$6.9M-$219.7K2026-10-26
Linscomb Wealth, Inc.
DECREASED103,031106,284-3,253-3%$7.3M$6.9M-$389.5K2026-11-05
Ninety One SA (PTY) Ltd
UNCHANGED102,768102,76800%$7.0M$6.9M-$123.8K2026-10-15
True Freedom Investing, LLC
INCREASED101,61659,452+42,164+71%$3.4M$6.8M+$3.4M2026-10-29
Brighton Jones LLC
DECREASED101,133103,664-2,531-2%$7.1M$6.8M-$337.0K2026-11-03
LWM Advisors Inc
DECREASED100,482100,573-910%$6.9M$6.7M-$169.0K2026-10-08
OFS Enterprise LLC
DECREASED98,916103,087-4,171-4%$7.1M$6.6M-$445.6K2026-10-16
Venture Visionary Partners LLC
INCREASED98,67195,934+2,737+3%$6.6M$6.6M+$27.4K2026-10-07
First National Trust Co
DECREASED96,888108,264-11,376-11%$7.4M$6.5M-$935.2K2026-10-28
Solstein Capital, LLC
INCREASED96,42995,403+1,026+1%$6.5M$6.4M-$86.0K2026-11-02
City Holding Co
INCREASED95,68492,114+3,570+4%$6.3M$6.4M+$90.1K2026-10-19
Sowell Financial Services LLC
INCREASED94,37989,015+5,364+6%$6.1M$6.3M+$214.1K2026-10-23
Penobscot Investment Management Company, Inc.
INCREASED94,18491,496+2,688+3%$6.3M$6.3M+$31.3K2026-10-26
Mosley Wealth Management
INCREASED94,16890,368+3,800+4%$6.2M$6.0M-$159.1K2026-10-16
D.A. Davidson & Co.
DECREASED94,08095,968-1,888-2%$6.6M$6.3M-$281.6K2026-10-28
Baron Financial Group, LLC
DECREASED93,54293,833-2910%$6.4M$6.2M-$171.4K2026-10-09
Calamos Wealth Management LLC
UNCHANGED91,72891,72800%$6.3M$6.1M-$148.6K2026-11-02
Juncture Wealth Strategies, LLC
INCREASED91,25171,746+19,505+27%$4.9M$6.1M+$1.2M2026-10-06
Midwest Professional Planners, Ltd.
DECREASED90,51092,315-1,805-2%$6.3M$6.0M-$270.1K2026-10-29
AMG National Trust Bank
INCREASED89,73489,338+396+0%$6.1M$6.0M-$118.3K2026-11-05
Level Four Advisory Services, LLC
DECREASED88,64599,786-11,141-11%$6.8M$5.9M-$905.7K2026-11-06
NBT Bank, N.A.
DECREASED87,73596,268-8,533-9%$6.6M$5.9M-$725.9K2026-10-21
Fifth Third Wealth Advisors LLC
INCREASED85,70644,052+41,654+95%$3.0M$5.7M+$2.7M2026-10-22
PKS Advisory Services, LLC
UNCHANGED84,43984,43900%$5.8M$5.8M$02026-10-26
Grange Capital, LLC
DECREASED83,84394,012-10,169-11%$6.4M$5.6M-$831.5K2026-10-20
Avior Wealth Management, LLC
DECREASED83,15386,737-3,584-4%$5.9M$5.6M-$379.9K2026-10-13
Avalon Capital Management
UNCHANGED81,55481,55400%$5.6M$5.4M-$132.1K2026-11-04
Ndwm LLC
INCREASED81,17675,626+5,550+7%$5.2M$5.4M+$248.2K2026-11-05
Hoge Financial Services, LLC
INCREASED80,87979,901+978+1%$5.5M$5.4M-$65.9K2026-11-05
Coastline Trust Co
DECREASED80,70096,227-15,527-16%$6.6M$5.4M-$1.2M2026-10-01
Prism Advisors, Inc.
UNCHANGED80,68480,68400%$5.5M$5.3M-$186.4K2026-10-09
Ashton Thomas Private Wealth, LLC
DECREASED79,726110,148-30,422-28%$7.5M$5.3M-$2.2M2026-11-03
Prairie Advisory, LLC
INCREASED78,99639,406+39,590+100%$2.7M$5.3M+$2.6M2026-10-19
Arrow Investment Advisors, LLC
DECREASED78,66778,931-2640%$5.4M$5.3M-$145.5K2026-11-02
Financial Synergies Wealth Advisors, Inc.
DECREASED78,09178,775-684-1%$5.4M$5.2M-$173.3K2026-10-16
Omnitrust Wealth Management, Inc
NEW77,035—+77,035——$5.1M—2026-11-02
Elevatus Welath Management
DECREASED76,756121,894-45,138-37%$8.3M$5.1M-$3.2M2026-10-19
Strategic Equity Management
DECREASED76,544227,232-150,688-66%$15.5M$5.1M-$10.4M2026-11-04
Modera Wealth Management, LLC
DECREASED75,79282,172-6,380-8%$5.6M$5.1M-$559.2K2026-10-28
Spire Wealth Management
INCREASED75,20672,262+2,944+4%$4.9M$5.0M+$79.6K2026-10-30
Yousif Capital Management, LLC
INCREASED75,1634,218+70,945+1682%$288.6K$5.0M+$4.7M2026-10-22
Buska Wealth Management, LLC
INCREASED74,38441,823+32,561+78%$2.9M$5.0M+$2.1M2026-10-08
Capital Advantage, Inc.
DECREASED74,12374,437-3140%$5.1M$5.0M-$141.6K2026-10-14
Allen Investment Management, LLC
UNCHANGED73,85673,85600%$5.1M$4.9M-$119.6K2026-11-03
Nvwm, LLC
INCREASED73,37567,973+5,402+8%$4.7M$4.9M+$250.7K2026-10-14
Fiera Capital Corp
DECREASED73,32375,680-2,357-3%$5.2M$4.9M-$280.0K2026-11-06
HB Wealth Management, LLC
INCREASED73,22870,884+2,344+3%$4.8M$4.9M+$41.7K2026-10-23
Union Bancaire Privee, UBP SA
INCREASED72,62116,955+55,666+328%$1.0M$4.4M+$3.4M2026-11-04
Three Seasons Wealth, LLC
INCREASED72,11532,306+39,809+123%$2.2M$4.8M+$2.6M2026-11-03
Boyd Watterson Asset Management LLC
DECREASED70,41070,575-1650%$4.8M$4.7M-$125.4K2026-11-06
CIBC Asset Management Inc
DECREASED69,840124,685-54,845-44%$8.5M$4.7M-$3.9M2026-11-05
Independence Bank of Kentucky
DECREASED66,47869,085-2,607-4%$4.7M$4.4M-$286.0K2026-10-26
Jacksonville Wealth Management, LLC
INCREASED65,41556,130+9,285+17%$3.8M$4.4M+$529.2K2026-10-30
Brown Wealth Management, LLC
INCREASED64,84161,574+3,267+5%$4.2M$4.3M+$118.5K2026-10-20
Meridian Wealth Management, LLC
DECREASED64,71566,136-1,421-2%$4.5M$4.3M-$202.0K2026-11-05
Consolidated Investment Group LLC
INCREASED64,70061,200+3,500+6%$4.2M$4.3M+$134.6K2026-11-04
Merit Financial Group, LLC
DECREASED64,478321,611-257,133-80%$22.0M$4.3M-$17.7M2026-11-06
Independent Financial Group, LLC
DECREASED64,151115,053-50,902-44%$7.9M$4.3M-$3.6M2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED63,07911,650+51,429+441%$785.6K$4.2M+$3.4M2026-10-13
Arlington Capital Management Inc
INCREASED63,02529,576+33,449+113%$2.0M$4.2M+$2.2M2026-10-30
MGO One Seven LLC
DECREASED61,70861,899-1910%$4.2M$4.1M-$113.0K2026-10-28
Chicago Partners Investment Group LLC
DECREASED60,48260,524-420%$3.9M$3.8M-$159.4K2026-10-27
Balefire, LLC
DECREASED59,86465,732-5,868-9%$4.5M$4.0M-$498.4K2026-10-09
Gryphon Financial Partners LLC
DECREASED57,62261,149-3,527-6%$4.2M$3.8M-$334.6K2026-11-04
Allen Mooney & Barnes Investment Advisors LLC
DECREASED56,37660,422-4,046-7%$4.1M$3.8M-$368.1K2026-10-08
Blue Fin Capital, Inc.
DECREASED56,14456,242-980%$3.8M$3.7M-$97.7K2026-10-28
Abacus Planning Group, Inc.
DECREASED55,47655,780-304-1%$3.8M$3.7M-$110.7K2026-11-02
Blueprint Investment Partners LLC
DECREASED55,42255,732-310-1%$3.8M$3.7M-$111.0K2026-10-28
Evergreen Capital Management LLC
INCREASED54,51952,594+1,925+4%$3.6M$3.6M+$43.4K2026-10-23
Blueprint Financial Advisors LLC
INCREASED54,50754,052+455+1%$3.7M$3.6M-$57.2K2026-10-28
Summit Financial Consulting LLC
DECREASED54,360118,253-63,893-54%$8.1M$3.6M-$4.5M2026-10-15
Grimes & Co Wealth Management, LLC
DECREASED53,78754,815-1,028-2%$3.7M$3.6M-$157.5K2026-10-29
Bison Wealth, LLC
INCREASED53,68949,249+4,440+9%$3.3M$3.6M+$223.8K2026-10-13
Atria Investments, Inc
DECREASED53,104425,396-372,292-88%$29.1M$3.5M-$25.6M2026-10-15
Conning Inc.
DECREASED53,06366,533-13,470-20%$4.6M$3.5M-$1.0M2026-10-27
Factor Wealth Management LTD
DECREASED52,29652,930-634-1%$3.6M$3.5M-$128.1K2026-10-08
Waters Parkerson & Co., LLC
INCREASED52,21851,367+851+2%$3.5M$3.5M-$26.4K2026-11-04
Legacy Trust
INCREASED52,03850,128+1,910+4%$3.4M$3.2M-$252.9K2026-11-06
Fogel Capital Management, Inc.
DECREASED51,83551,935-1000%$3.6M$3.5M-$90.8K2026-11-04
Valmark Advisers, Inc.
DECREASED51,61451,884-270-1%$3.5M$3.4M-$102.1K2026-11-06
Institute for Wealth Management, Llc.
DECREASED51,51351,646-1330%$3.5M$3.4M-$92.5K2026-11-06
RHL Group, LLC
INCREASED51,163400+50,763+12691%$27.2K$3.4M+$3.4M2026-11-04
Inman Jager Wealth Management, LLC
DECREASED50,96451,402-438-1%$3.5M$3.4M-$112.5K2026-11-05
First Interstate Bank
UNCHANGED50,95450,95400%$3.5M$3.4M-$82.5K2026-10-23
Foundation Wealth Management, LLC
DECREASED50,70156,362-5,661-10%$3.9M$3.4M-$469.4K2026-10-22
Fulton Bank, N.A.
INCREASED50,22148,978+1,243+3%$3.4M$3.4M+$3.7K2026-10-14
Rakuten Investment Management, Inc.
DECREASED49,82350,343-520-1%$3.4M$3.4M-$36.6K2026-10-30
Pittenger & Anderson Inc
INCREASED49,02044,615+4,405+10%$3.1M$3.3M+$221.9K2026-11-02
Midwest Trust Co
DECREASED48,62549,216-591-1%$3.4M$3.2M-$119.2K2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED48,49760,629-12,132-20%$4.1M$3.2M-$908.5K2026-10-22
Joel Isaacson & Co., LLC
INCREASED47,63443,634+4,000+9%$3.0M$3.2M+$196.5K2026-11-05
Harfst & Associates, Inc.
DECREASED47,60647,614-80%$3.3M$3.2M-$77.7K2026-10-20
Pathway Financial Advisors LLC
UNCHANGED47,36547,36500%$3.1M$3.2M+$51.6K2026-10-07
Dominguez Wealth Management Solutions, Inc.
INCREASED47,33046,502+828+2%$3.2M$3.2M-$20.0K2026-10-07
Central Bank & Trust Co
UNCHANGED47,13247,13200%$3.2M$3.1M-$76.4K2026-10-09
Burke & Herbert Bank & Trust Co
INCREASED47,06445,749+1,315+3%$3.1M$3.1M+$13.7K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED47,03546,880+155+0%$3.2M$3.1M-$65.6K2026-11-06
FF Advisors,LLC
DECREASED46,28648,183-1,897-4%$3.3M$3.1M-$204.8K2026-10-21
SVB Wealth LLC
DECREASED45,96947,425-1,456-3%$3.2M$3.1M-$174.1K2026-11-06
Rainier Family Wealth Inc
INCREASED45,17041,679+3,491+8%$2.9M$3.0M+$165.6K2026-11-02
FSA Wealth Partners, Inc.
INCREASED44,81244,425+387+1%$3.0M$3.0M-$46.1K2026-10-26
Providence First Trust Co
INCREASED44,43936,603+7,836+21%$2.5M$3.0M+$464.1K2026-11-02
ANB Bank
INCREASED44,25212,189+32,063+263%$833.8K$3.0M+$2.1M2026-10-09
Ackerman Capital Advisors, LLC
UNCHANGED44,10744,10700%$3.0M$2.9M-$71.5K2026-10-30
Portus Wealth Advisors, LLC
INCREASED44,02943,139+890+2%$3.0M$2.9M-$10.4K2026-10-13
Apollon Wealth Management, LLC
INCREASED43,82740,268+3,559+9%$2.8M$2.9M+$172.5K2026-10-23
NorthCrest Asset Manangement, LLC
DECREASED43,30943,749-440-1%$2.9M$2.9M-$58.8K2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED43,06644,305-1,239-3%$3.0M$2.9M-$154.5K2026-10-05
Atlas Brown,Inc.
DECREASED42,84943,101-252-1%$2.9M$2.9M-$86.7K2026-10-09
Viewpoint Capital Management LLC
INCREASED42,53637,739+4,797+13%$2.6M$2.8M+$259.3K2026-10-27
JFS Wealth Advisors, LLC
INCREASED42,31441,783+531+1%$2.9M$2.8M-$32.2K2026-11-03
Mandatum Life Insurance Co Ltd
UNCHANGED42,08342,08300%$2.9M$2.8M-$68.2K2026-11-06
GFG Capital, LLC
UNCHANGED41,91941,91900%$2.9M$2.8M-$67.9K2026-10-16
USA Financial Formulas
NEW41,910—+41,910——$2.8M—2026-10-16
Friday Financial
INCREASED41,86614,791+27,075+183%$972.1K$2.8M+$1.8M2026-10-09
Old National Bancorp
DECREASED41,04443,166-2,122-5%$3.0M$2.7M-$211.7K2026-10-20
Allworth Financial LP
INCREASED40,38337,923+2,460+6%$2.6M$2.8M+$168.3K2026-11-06
Imc-Chicago, LLC
NEW39,828—+39,828——$2.7M—2026-11-05
Sincerus Advisory, LLC
INCREASED39,72238,190+1,532+4%$2.6M$2.7M+$40.5K2026-10-09
Avidian Wealth Enterprises, LLC
INCREASED39,71436,895+2,819+8%$2.5M$2.7M+$128.5K2026-10-08
Clear Harbor Asset Management, LLC
INCREASED39,61734,234+5,383+16%$2.3M$2.6M+$304.1K2026-11-05
AGF Management LTD
DECREASED39,56042,085-2,525-6%$2.9M$2.6M-$236.8K2026-11-03
Littlejohn Financial Services, Inc.
DECREASED39,47941,996-2,517-6%$2.9M$2.6M-$236.1K2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED39,39239,39200%$2.7M$2.6M-$63.8K2026-10-14
Natixis
INCREASED39,33937,027+2,312+6%$2.5M$2.6M+$94.4K2026-11-06
First Merchants Corp
DECREASED39,10639,683-577-1%$2.7M$2.6M-$102.8K2026-10-15
Aspiriant, LLC
INCREASED38,95333,882+5,071+15%$2.3M$2.6M+$283.7K2026-10-16
Weil Company, Inc.
DECREASED38,18138,972-791-2%$2.7M$2.6M-$116.0K2026-10-14
Farmers & Merchants Investments Inc
DECREASED37,41139,709-2,298-6%$2.7M$2.5M-$217.8K2026-10-22
Birch Hill Investment Advisors LLC
DECREASED37,37345,267-7,894-17%$3.1M$2.5M-$600.6K2026-10-16
Mission Wealth Management, LP
DECREASED37,04741,924-4,877-12%$2.9M$2.5M-$393.7K2026-10-15
LEE Danner & Bass Inc
DECREASED37,02837,228-200-1%$2.5M$2.5M-$73.7K2026-10-27
Canandaigua National Bank & Trust Co
DECREASED36,98437,154-1700%$2.5M$2.5M-$71.5K2026-10-07
Regatta Capital Group, LLC
UNCHANGED36,95236,95200%$2.5M$2.5M-$59.9K2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED36,34035,037+1,303+4%$2.4M$2.4M+$30.3K2026-11-05
Barings LLC
DECREASED36,138364,200-328,062-90%$24.9M$2.4M-$22.5M2026-10-22
Forza Wealth Management, LLC
UNCHANGED35,77535,77500%$2.4M$2.4M-$58.0K2026-10-20
Nordwand Advisors, LLC
UNCHANGED35,70935,70900%$2.4M$2.4M-$57.8K2026-11-05
Atticus Wealth Management, LLC
INCREASED35,59334,811+782+2%$2.4M$2.4M-$4.2K2026-10-20
Heritage Investors Management Corp
DECREASED34,76235,184-422-1%$2.4M$2.3K-$2.4M2026-10-29
Clearstead Advisors, LLC
INCREASED34,49833,284+1,214+4%$2.3M$2.3M+$27.2K2026-11-06
Canton Hathaway, LLC
UNCHANGED34,48534,48500%$2.4M$2.3M-$55.9K2026-10-23
NWF Advisory Services Inc.
INCREASED34,33130,502+3,829+13%$2.1M$2.3M+$206.3K2026-10-19
AMG Asset Management Group, Inc.
INCREASED34,30433,476+828+2%$2.3M$2.3M+$1.1K2026-10-21
Lifestyle Asset Management, Inc.
INCREASED34,11332,084+2,029+6%$2.2M$2.3M+$83.5K2026-10-20
Contravisory Investment Management, Inc.
DECREASED33,65337,864-4,211-11%$2.6M$2.2M-$342.6K2026-10-13
Ticino Wealth
INCREASED33,58133,299+282+1%$2.3M$2.2M-$35.1K2026-10-13
Mather Group, Llc.
DECREASED33,44533,725-280-1%$2.3M$2.2M-$73.3K2026-10-14
Ramiah Investment Group
DECREASED33,42843,763-10,335-24%$3.0M$2.2M-$761.2K2026-10-20
Avantax Planning Partners, Inc.
DECREASED33,24858,731-25,483-43%$4.0M$2.2M-$1.8M2026-11-03
Magnus Financial Group LLC
INCREASED33,12432,961+163+0%$2.3M$2.2M-$42.5K2026-10-21
Ellis Investment Partners, LLC
INCREASED33,00327,772+5,231+19%$1.9M$2.2M+$304.4K2026-10-21
Rockland Trust Co
INCREASED32,85731,158+1,699+5%$2.1M$2.2M+$63.0K2026-10-05
James Investment Research, Inc.
DECREASED32,81733,376-559-2%$2.3M$2.2M-$91.4K2026-10-22
Poinciana Advisors Group, LLC
DECREASED32,78134,742-1,961-6%$2.4M$2.2M-$188.3K2026-11-06
Rudd Co d/b/a Styre Wealth
NEW32,749—+32,749——$2.1M—2026-10-29
Mycio Wealth Partners, LLC
UNCHANGED32,57532,57500%$2.2M$2.2M-$52.8K2026-11-04
Parsons Capital Management Inc
INCREASED32,45631,971+485+2%$2.2M$2.2M-$19.4K2026-10-28
Israel Discount Bank of New York
INCREASED32,42132,158+263+1%$2.2M$2.2M-$34.5K2026-10-14
Assetmark, Inc
DECREASED32,36835,457-3,089-9%$2.4M$2.2M-$263.8K2026-10-21
Texas Bank & Trust Co
INCREASED32,04931,065+984+3%$2.1M$2.1M+$15.4K2026-11-04
TD Private Client Wealth LLC
INCREASED31,88726,668+5,219+20%$1.8M$2.1M+$305.4K2026-10-28
Robertson Stephens Wealth Management, LLC
DECREASED31,651114,803-83,152-72%$7.9M$2.1M-$5.7M2026-10-16
Prosperity Planning, Inc.
DECREASED31,17031,693-523-2%$2.2M$2.1M-$86.3K2026-10-09
Sigma Planning Corp
INCREASED30,37416,867+13,507+80%$1.2M$2.0M+$874.8K2026-10-23
Capital Investment Advisors, LLC
DECREASED30,26231,032-770-2%$2.1M$2.0M-$101.7K2026-10-22
LBJ Family Wealth Advisors, Ltd.
DECREASED29,68930,071-382-1%$2.0K$2.0K-$452026-10-01
AK Global Asset Management, LLC
INCREASED29,65029,350+300+1%$3.2M$3.0M-$171.6K2026-10-27
Sacks & Associates, LLC
INCREASED29,37128,891+480+2%$1.9M$2.0M+$110.1K2026-10-09
Salus Financial Advisors, LLC
DECREASED29,35229,439-870%$2.0M$2.0M-$53.5K2026-10-20
Flagship Harbor Advisors, LLC
DECREASED28,82529,122-297-1%$2.0M$1.9M-$67.1K2026-10-26
BAR Harbor Wealth Management
DECREASED28,52729,122-595-2%$2.0M$1.9M-$86.9K2026-10-21
Paladin Partners, LLC
INCREASED28,51926,895+1,624+6%$1.8M$1.9M+$64.9K2026-10-06
Sentinel Trust Co LBA
DECREASED28,28628,942-656-2%$2.0K$1.9M+$1.9M2026-11-03
Apella Capital, LLC
INCREASED28,01410,581+17,433+165%$695.4K$1.9M+$1.2M2026-10-08
True Private Wealth Advisors
DECREASED27,93730,239-2,302-8%$2.1M$1.9M-$202.7K2026-10-19
Harbor Investment Advisory, LLC
DECREASED27,65729,757-2,100-7%$2.0M$1.8M-$188.5K2026-10-13
Carret Asset Management, LLC
INCREASED27,51627,132+384+1%$1.9M$1.8M-$18.3K2026-11-04
Lakeshore Capital Group, Inc.
INCREASED27,33427,192+142+1%$1.9M$1.8M-$34.6K2026-10-20
Lyell Wealth Management, LP
UNCHANGED27,20327,20300%$1.9M$1.8M-$44.1K2026-10-30
Harmony Asset Management LLC
DECREASED27,04845,713-18,665-41%$3.1M$1.8M-$1.3M2026-10-20
Dynamic Advisor Solutions LLC
INCREASED26,95724,776+2,181+9%$1.7M$1.8M+$105.5K2026-10-13
Colorado Capital Management, Inc.
DECREASED26,83132,101-5,270-16%$2.2K$1.8K-$4042026-10-15
First Bank & Trust
DECREASED26,64826,947-299-1%$1.8M$1.8M-$63.6K2026-10-19
Earned Wealth Advisors, LLC
DECREASED26,62027,137-517-2%$1.9M$1.8M-$78.5K2026-11-06
Davenport & Co LLC
INCREASED26,42622,296+4,130+19%$1.5M$1.8M+$239.7K2026-10-14
Smith Chas P & Associates PA Cpas
UNCHANGED26,00026,00000%$1.8M$1.6M-$144.6K2026-10-22
E&G Advisors, LLC
INCREASED25,98825,194+794+3%$1.7M$1.7M+$12.2K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED25,94423,109+2,835+12%$1.6M$1.7M+$151.9K2026-10-23
Cyndeo Wealth Partners, LLC
DECREASED25,92125,994-730%$1.8M$1.7M-$47.0K2026-10-16
Obermeyer Wealth Partners
UNCHANGED25,91125,91100%$1.8M$1.7M-$42.0K2026-10-21
Turtle Creek Wealth Advisors, LLC
UNCHANGED25,86925,86900%$1.8M$1.7M-$41.9K2026-10-15
Northwest Wealth Management, LLC
UNCHANGED25,54625,54600%$1.7M$1.7M-$41.4K2026-10-30
BLB&B Advisors, LLC
UNCHANGED25,29525,29500%$1.7M$1.7M-$41.0K2026-10-27
James Hambro & Partners LLP
NEW25,000—+25,000——$1.7M—2026-10-19
Simon Quick Advisors, LLC
DECREASED24,68024,948-268-1%$1.7M$1.6M-$58.3K2026-10-26
Samalin Investment Counsel, LLC
INCREASED24,67824,197+481+2%$1.7M$1.6M-$7.1K2026-10-23
Impact Capital Partners LLC
INCREASED24,65623,703+953+4%$1.6M$1.6M+$25.3K2026-10-22
Wespac Advisors, LLC
DECREASED24,63225,313-681-3%$1.7M$1.6M-$86.5K2026-10-26
Howland Capital Management LLC
INCREASED24,37124,236+135+1%$1.7M$1.6M-$30.2K2026-10-22
Rose Capital Advisors LLC
INCREASED24,1954,922+19,273+392%$336.7K$1.6M+$1.3M2026-11-04
IPG Investment Advisors LLC
DECREASED24,18725,225-1,038-4%$1.7M$1.6M-$110.2K2026-10-30
Johnson & White Wealth Management, LLC
DECREASED24,15225,054-902-4%$1.7M$1.6M-$100.8K2026-11-03
Worthington Financial Partners, LLC
NEW24,083—+24,083——$1.6M—2026-10-13
Daymark Wealth Partners, LLC
DECREASED24,07337,283-13,210-35%$2.6M$1.6M-$942.7K2026-11-04
Crescent Grove Advisors, LLC
INCREASED23,93719,333+4,604+24%$1.3M$1.6M+$276.2K2026-10-21
DBK Financial Counsel, LLC
UNCHANGED23,93323,93300%$1.6M$1.6M-$38.8K2026-10-13
Investment Management Corp
DECREASED23,86425,444-1,580-6%$1.7M$1.6M-$146.8K2026-11-03
Sachem Hill LLC
DECREASED23,39729,477-6,080-21%$2.0M$1.6M-$453.9K2026-10-14
Wealthcare Advisory Partners LLC
INCREASED23,21120,554+2,657+13%$1.4M$1.6M+$144.2K2026-10-21
B&D White Capital Company, LLC
UNCHANGED23,18623,18600%$1.6M$1.5M-$37.6K2026-11-02
Trinity Financial Advisors LLC
UNCHANGED23,09723,09700%$1.6M$1.5M-$37.4K2026-10-09
Welch & Forbes LLC
DECREASED23,04523,245-200-1%$1.6M$1.5M-$51.0K2026-11-04
Matisse Capital
UNCHANGED22,99022,99000%$1.6M$1.5M-$37.2K2026-10-29
Catalyst Financial Partners LLC
INCREASED22,95314,595+8,358+57%$998.4K$1.5M+$534.6K2026-11-06
Northeast Investment Management
INCREASED22,88222,880+2+0%$1.6M$1.5M-$36.9K2026-10-30
Gemmer Asset Management LLC
INCREASED22,87318,268+4,605+25%$1.2M$1.5M+$278.0K2026-10-16
AlpenGlobal Capital LLC
NEW22,831—+22,831——$1.5M—2026-11-06
SP Asset Management LLC
UNCHANGED22,75322,75300%$1.6M$1.5M-$36.9K2026-11-05
Pines Wealth Management, LLC
DECREASED22,35822,584-226-1%$1.5M$1.5M-$51.7K2026-10-21
Vise Technologies, Inc.
INCREASED22,30016,722+5,578+33%$1.1M$1.5M+$345.5K2026-10-29
Affiance Financial, LLC
UNCHANGED22,27622,27600%$1.5M$1.5M-$36.1K2026-10-15
Wesbanco Bank Inc
DECREASED22,24125,919-3,678-14%$1.8M$1.5M-$287.6K2026-11-04
Founders Grove Wealth Partners, LLC
DECREASED21,88622,859-973-4%$1.6M$1.5M-$102.0K2026-10-16
HUB Investment Partners, LLC
INCREASED21,83721,112+725+3%$1.4M$1.5M+$14.2K2026-11-03
VestGen Advisors, LLC
DECREASED21,70341,717-20,014-48%$2.9M$1.4M-$1.4M2026-10-27
ERn Financial, LLC
DECREASED21,55421,754-200-1%$1.5M$1.4M-$48.6K2026-10-28
Taylor & Morgan Wealth Management, LLC
INCREASED21,47320,723+750+4%$1.4M$1.4M+$16.5K2026-10-09
Apex Wealth Management, LLC
INCREASED21,46818,708+2,760+15%$1.3M$1.4M+$154.0K2026-10-20
Oakworth Capital, Inc.
UNCHANGED21,45421,45400%$1.5M$1.4M-$34.8K2026-10-26
Hoxton Planning & Management, LLC
DECREASED21,37821,550-172-1%$1.5M$1.4M-$46.4K2026-10-15
Indivisible Partners
DECREASED21,193146,103-124,910-85%$10.0M$1.4M-$8.6M2026-10-26
Forvis Mazars Wealth Advisors, LLC
UNCHANGED21,15021,15000%$1.4M$1.4M-$34.3K2026-10-13
PFG Advisors
DECREASED21,13524,639-3,504-14%$1.7M$1.4M-$274.0K2026-10-16
Sterling Investment Advisors, Ltd.
DECREASED20,94521,445-500-2%$1.5M$1.4M-$68.1K2026-10-27
Independent Solutions Wealth Management, LLC
INCREASED20,86119,360+1,501+8%$1.3M$1.4M+$68.9K2026-10-28
Sonata Capital Group Inc
DECREASED20,77020,787-170%$1.4M$1.4M-$34.8K2026-10-19
RiverTree Advisors, LLC
INCREASED20,70919,129+1,580+8%$1.3M$1.4M+$74.5K2026-10-13
Evolution Wealth Advisors, LLC
DECREASED20,69520,697-20%$1.4M$1.4M-$33.7K2026-11-03
Bayban
UNCHANGED20,68220,68200%$1.4M$1.4M$02026-11-05
St. Louis Trust Co
DECREASED20,52720,994-467-2%$14.6M$1.4M-$13.3M2026-11-03
Colony Family Offices, LLC
INCREASED20,43920,369+70+0%$1.4M$1.4M-$28.3K2026-10-22
Highland Capital Management, LLC
DECREASED20,34723,897-3,550-15%$1.6M$1.4M-$275.8K2026-10-26
Power Wealth Management LLC
INCREASED20,14919,409+740+4%$1.3M$1.3M+$17.9K2026-10-27
Klingman & Associates, LLC
DECREASED20,05420,354-300-1%$1.4M$1.3M-$53.0K2026-10-20
Noesis Capital Mangement Corp
DECREASED19,82619,926-1000%$1.4M$1.3M-$39.0K2026-10-26
Bear Mountain Capital, Inc.
DECREASED19,64219,955-313-2%$1.3M$1.2M-$75.9K2026-11-04
Buck Wealth Strategies, LLC
DECREASED19,57819,885-307-2%$1.4M$1.3M-$52.7K2026-10-28
Crestwood Advisors Group, LLC
INCREASED19,54218,342+1,200+7%$1.3M$1.3M+$50.4K2026-10-27
Pictet North America Advisors SA
INCREASED19,52117,941+1,580+9%$1.2M$1.3M+$76.5K2026-10-21
Glass Jacobson Investment Advisors llc
INCREASED19,50919,433+76+0%$1.3M$1.3M-$26.4K2026-10-26
Ramsay, Stattman, Vela & Price, Inc.
UNCHANGED19,49119,49100%$1.3M$1.3M-$31.6K2026-10-19
Marble Harbor Investment Counsel, LLC
DECREASED19,40022,900-3,500-15%$1.6M$1.3M-$270.9K2026-11-06
Plancorp, LLC
INCREASED19,24314,033+5,210+37%$905.1K$1.2M+$269.5K2026-11-03
Global Trust Wealth Management LLC
DECREASED18,78419,084-300-2%$1.3M$1.3M-$51.0K2026-10-14
BigSur Wealth Management LLC
UNCHANGED18,30018,30000%$1.3M$1.2M-$29.6K2026-10-13
Virtue Capital Management, LLC
DECREASED17,92418,234-310-2%$1.2M$1.2M-$50.2K2026-10-29
Clifford Swan Investment Counsel LLC
UNCHANGED17,90017,90000%$1.2M$1.2M-$29.0K2026-11-05
Certuity, LLC
DECREASED17,87017,894-240%$1.2M$1.2M-$30.6K2026-11-02
Lexington Hill Partners, LLC
DECREASED17,73317,897-164-1%$1.2M$1.2M-$39.9K2026-10-13
Wealth Preservation Advisors, LLC
NEW17,575—+17,575——$1.2M—2026-11-05
Signaturefd, LLC
INCREASED17,52117,412+109+1%$1.2M$1.2M-$21.0K2026-10-23
Parkside Financial Bank & Trust
INCREASED17,44114,964+2,477+17%$1.0M$1.2M+$141.2K2026-10-27
Quadrant Capital Group LLC
UNCHANGED17,38817,38800%$1.2M$1.1M-$46.4K2026-10-20
XML Financial, LLC
DECREASED17,19317,983-790-4%$1.2M$1.1M-$81.9K2026-10-29
Kelsey Financial, LLC
DECREASED17,09617,824-728-4%$1.2M$1.1M-$77.6K2026-10-28
Fortitude Financial, LLC
NEW17,079—+17,079——$1.1M—2026-10-19
Moneywise, Inc.
DECREASED17,069127,286-110,217-87%$8.7M$1.1M-$7.6M2026-10-30
Rossmore Private Capital
UNCHANGED17,06817,06800%$1.2M$1.1M-$27.7K2026-10-27
YHB Investment Advisors, Inc.
DECREASED17,05017,055-50%$1.2M$1.1M-$28.0K2026-10-08
Integrity Advisory Solutions, LLC
NEW16,993—+16,993——$1.1M—2026-10-29
Ritholtz Wealth Management
DECREASED16,98321,332-4,349-20%$1.5M$1.1M-$325.0K2026-11-05
Tortoise Investment Management, LLC
DECREASED16,97118,436-1,465-8%$1.3M$1.1M-$127.7K2026-11-06
Orin Green Financial, LLC
DECREASED16,96617,526-560-3%$1.2M$1.1M-$65.8K2026-10-19
Independence Wealth Advisors, LLC
DECREASED16,89569,860-52,965-76%$4.8M$1.1M-$3.7M2026-10-29
Vontobel Holding Ltd.
INCREASED16,85215,407+1,445+9%$1.1M$1.1M+$71.6K2026-10-16
ACT Wealth Management, LLC
DECREASED16,55516,915-360-2%$1.2M$1.1M-$51.4K2026-10-09
SAX Wealth Advisors, LLC
INCREASED16,50012,749+3,751+29%$724.0K$1.1M+$378.0K2026-10-13
Roof Eidam Maycock Peralta, LLC
INCREASED16,45014,995+1,455+10%$1.0M$1.1M+$72.9K2026-10-15
Savior LLC
INCREASED16,36815,332+1,036+7%$1.0M$1.1M+$44.4K2026-10-13
GFS Advisors, LLC
INCREASED15,90013,900+2,000+14%$1.5M$1.1M-$429.8K2026-11-03
Argyle Capital Partners, LLC
INCREASED15,84715,374+473+3%$1.1M$1.1M+$6.7K2026-10-23
Appleton Partners Inc
DECREASED15,59115,726-135-1%$1.1M$1.0K-$1.1M2026-10-30
EverSource Wealth Advisors, LLC
INCREASED15,55613,467+2,089+16%$921.2K$1.0M+$117.7K2026-11-04
Private Trust Co NA
INCREASED15,5518,337+7,214+87%$570.3K$1.0M+$468.3K2026-10-20
Farmers & Merchants Trust Co of Long Beach
INCREASED15,37813,849+1,529+11%$947.4K$1.0M+$79.7K2026-10-22
KFA Private Wealth Group, LLC
DECREASED15,20215,225-230%$1.0M$1.0M-$26.2K2026-10-07
Sava Infond d.o.o.
DECREASED15,15047,500-32,350-68%$3.2M$1.0M-$2.2M2026-10-28
Trust Co of Vermont
DECREASED14,98515,288-303-2%$1.0M$1.0M-$45.0K2026-10-21
J. Safra Sarasin Holding AG
DECREASED14,94417,952-3,008-17%$1.1M$848.7K-$205.8K2026-10-26
SBI Securities Co., Ltd.
INCREASED14,87214,751+121+1%$1.0M$993.3K-$15.8K2026-10-22
JSF Financial, LLC
INCREASED14,60414,523+81+1%$993.5K$975.4K-$18.1K2026-10-22
Lodestar Private Asset Management LLC
DECREASED14,55514,625-700%$1.0M$972.1K-$28.4K2026-10-26
Redwood Park Advisors LLC
DECREASED14,55214,949-397-3%$1.0M$972.0K-$50.7K2026-11-02
Rockingstone Advisors LLC
INCREASED14,48013,880+600+4%$949.5K$967.1K+$17.6K2026-10-16
Monument Capital Management
DECREASED14,38614,714-328-2%$1.0M$960.8K-$45.7K2026-10-09
AlphaCore Capital LLC
INCREASED14,2209,011+5,209+58%$616.5K$949.8K+$333.3K2026-11-04
Integrated Advisors Network LLC
DECREASED14,16066,329-52,169-79%$4.5M$945.7K-$3.6M2026-10-20
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED14,15614,15600%$968.4K$945.5K-$22.9K2026-10-30
Ti-Trust, Inc
UNCHANGED14,07214,07200%$962.7K$939.9K-$22.8K2026-10-21
71 West Capital Partners
UNCHANGED14,06914,06900%$962.5K$939.7K-$22.8K2026-11-04
Salem Investment Counselors Inc
INCREASED14,02413,477+547+4%$922.0K$936.7K+$14.7K2026-10-13
Winter & Associates, Inc.
INCREASED13,96213,788+174+1%$943.2K$884.1K-$59.2K2026-10-23
Acropolis Investment Management, LLC
UNCHANGED13,87613,87600%$949.3K$926.8K-$22.5K2026-10-08
Bluedoor Private Wealth, LLC
INCREASED13,86113,261+600+5%$907.2K$925.8K+$18.6K2026-11-05
Berman McAleer LLC
UNCHANGED13,74013,74000%$940.0K$917.7K-$22.3K2026-10-16
Patriot Investment Management Group, Inc.
DECREASED13,68714,647-960-7%$1.0M$914.2K-$87.8K2026-10-15
Virtue Asset Management LLC
DECREASED13,67813,941-263-2%$953.7K$913.5K-$40.2K2026-10-21
Visionary Wealth Advisors
DECREASED13,67413,692-180%$936.6K$913.3K-$23.4K2026-11-04
Resonant Capital Advisors, LLC
UNCHANGED13,65313,65300%$934.0K$911.9K-$22.1K2026-10-15
Bannerman Wealth Management Group, LLC
DECREASED13,62413,724-100-1%$938.9K$910.0K-$28.9K2026-10-09
Money Concepts Capital Corp
NEW13,622—+13,622——$909.8K—2026-11-06
Davidson Trust Co
DECREASED13,56813,576-80%$928.7K$906.2K-$22.5K2026-10-09
Eclectic Associates Inc
INCREASED13,53313,495+38+0%$923.2K$903.9K-$19.3K2026-10-09
Decision Investments, Inc
DECREASED13,43213,582-150-1%$929.1K$897.1K-$32.0K2026-10-07
Strid Group, LLC
UNCHANGED13,43013,43000%$918.8K$897.0K-$21.8K2026-10-28
Innova Wealth Partners
DECREASED13,17623,202-10,026-43%$1.6M$880.1K-$707.2K2026-10-21
Fonville Wealth Management LLC
INCREASED13,17012,534+636+5%$857.4K$879.6K+$22.2K2026-10-28
Evanson Financial, LLC
DECREASED13,15713,400-243-2%$916.7K$878.7K-$38.0K2026-10-23
Greenspring Advisors, LLC
INCREASED13,1566,578+6,578+100%$450.0K$878.7K+$428.7K2026-11-05
McKinley Carter Wealth Services, Inc.
INCREASED13,14312,683+460+4%$867.6K$877.8K+$10.2K2026-10-16
Connecticut Wealth Management, LLC
INCREASED13,13713,046+91+1%$892.5K$877.4K-$15.1K2026-10-13
Trail Ridge Investment Advisors, LLC
INCREASED13,08813,087+1+0%$895.3K$874.1K-$21.1K2026-10-16
Idaho Trust Co
INCREASED13,01712,959+58+0%$886.4K$869.4K-$17.0K2026-11-04
Diversified Portfolios, Inc.
INCREASED12,8308,936+3,894+44%$611.3K$856.9K+$245.6K2026-11-04
Trust Co
DECREASED12,81113,149-338-3%$899.5K$855.6K-$43.9K2026-10-09
Pinnacle Bancorp, Inc.
INCREASED12,77912,702+77+1%$868.9K$853.5K-$15.4K2026-10-21
Cordgrass Capital Advisors, LLC
DECREASED12,67713,453-776-6%$920.3K$846.7K-$73.6K2026-10-30
CFS Investment Advisory Services, LLC
UNCHANGED12,58312,58300%$826.7K$859.0K+$32.3K2026-10-19
Tran Capital Management, L.P.
UNCHANGED12,47512,47500%$853.4K$833.2K-$20.2K2026-10-19
Orrstown Financial Services Inc
UNCHANGED12,40012,40000%$848.3K$828.2K-$20.1K2026-10-14
W Advisors, LLC
UNCHANGED12,38612,38600%$847.3K$827.3K-$20.1K2026-11-02
TSA Wealth Managment LLC
DECREASED12,36912,391-220%$847.7K$826.1K-$21.5K2026-10-22
Chesley Taft & Associates LLC
DECREASED12,33612,436-100-1%$850.7K$823.9K-$26.8K2026-10-13
Zions Bancorporation, National Association
UNCHANGED12,30012,30000%$841.4K$821.5K-$19.9K2026-11-06
Foster Group, Inc.
UNCHANGED12,27012,27000%$839.4K$819.5K-$19.9K2026-10-13
Narwhal Capital Management
DECREASED12,05012,079-290%$826.3K$804.8K-$21.5K2026-11-04
Cooper S Advisors, LLC
DECREASED12,00712,192-185-2%$834.1K$802.0K-$32.1K2026-11-03
Bank of New Hampshire
DECREASED11,96013,660-1,700-12%$934.5K$798.8K-$135.7K2026-10-06
Compagnie Lombard Odier SCmA
DECREASED11,94616,258-4,312-27%$1.1M$797.9K-$314.3K2026-11-04
Bonfire Financial
DECREASED11,86111,976-115-1%$819.3K$792.2K-$27.1K2026-11-06
Roman Butler Fullerton & Co
DECREASED11,85214,699-2,847-19%$948.1K$750.4K-$197.7K2026-10-27
Compound Planning, Inc.
DECREASED11,84928,292-16,443-58%$1.9M$791.4K-$1.1M2026-11-05
Park Edge Advisors, LLC
INCREASED11,81911,073+746+7%$757.5K$789.4K+$31.9K2026-10-28
Boltwood Capital Management
DECREASED11,68811,753-65-1%$804.0K$780.6K-$23.4K2026-10-02
Cornerstone Wealth Group, LLC
INCREASED11,66110,991+670+6%$751.9K$778.8K+$26.9K2026-11-02
Brookstone Capital Management
DECREASED11,65628,779-17,123-59%$2.0M$778.5K-$1.2M2026-10-22
RFG Advisory, LLC
DECREASED11,61211,939-327-3%$816.8K$775.6K-$41.2K2026-11-03
Revolve Wealth Partners, LLC
DECREASED11,56311,568-50%$791.4K$772.3K-$19.1K2026-10-23
Canandaigua National Trust Co of Florida
NEW11,561—+11,561——$772.2K—2026-10-07
Crusonia Wealth Advisors LLC
INCREASED11,50511,502+3+0%$786.9K$768.4K-$18.4K2026-10-26
Sovran Advisors, LLC
DECREASED11,46611,608-142-1%$723.9K$719.2K-$4.7K2026-11-02
Cove Private Wealth, LLC
INCREASED11,46010,820+640+6%$740.2K$765.4K+$25.2K2026-10-28
Focused Alpha, LLC
DECREASED11,45211,456-40%$783.7K$764.9K-$18.8K2026-10-20
Ascentis Independent Advisors
INCREASED11,3551,925+9,430+490%$131.7K$758.4K+$626.8K2026-11-03
Lanark Financial, Inc.
DECREASED11,28311,798-515-4%$807.1K$753.6K-$53.5K2026-10-26
Trust Point Inc.
UNCHANGED11,22711,22700%$768.0K$749.9K-$18.2K2026-10-27
Redhawk Wealth Advisors, Inc.
DECREASED11,226198,788-187,562-94%$13.6M$749.8K-$12.8M2026-10-14
Guidance Capital, Inc
INCREASED11,0958,146+2,949+36%$522.9K$678.0K+$155.1K2026-11-03
Heck Capital Advisors, LLC
NEW11,000—+11,000——$734.7K—2026-10-14
Private Advisory Group LLC
DECREASED11,00024,765-13,765-56%$1.7M$734.7K-$959.5K2026-11-06
BFI Infinity Ltd.
UNCHANGED11,00011,00000%$752.5K$734.7K-$17.8K2026-10-16
Aerodigm Wealth, LLC
UNCHANGED10,92510,92500%$747.4K$729.7K-$17.7K2026-10-16
Cookson Peirce & Co Inc
INCREASED10,84810,681+167+2%$730.7K$724.5K-$6.2K2026-10-30
Howard Financial Services, Ltd.
UNCHANGED10,83010,83000%$740.9K$723.3K-$17.5K2026-10-15
Embree Financial Group
DECREASED10,81411,624-810-7%$795.2K$722.2K-$72.9K2026-10-22
First Citizens Bank & Trust Co
DECREASED10,79012,351-1,561-13%$844.9K$720.7K-$124.3K2026-10-14
Serenity Investment Advisors
DECREASED10,63310,670-370%$710.8K$710.2K-$6572026-10-30
HBK Sorce Advisory LLC
DECREASED10,61522,750-12,135-53%$1.5M$616.2K-$878.9K2026-11-06
Lionsbridge Wealth Management LLC
DECREASED10,58011,577-997-9%$792.0K$706.6K-$85.3K2026-10-26
Arlington Trust Co LLC
UNCHANGED10,57110,57100%$723.2K$706.0K-$17.1K2026-10-20
Cranbrook Wealth Management, LLC
DECREASED10,56610,793-227-2%$738.4K$705.7K-$32.6K2026-10-28
Cypress Wealth Services, LLC
DECREASED10,54211,708-1,166-10%$801.0K$719.7K-$81.2K2026-10-21
Powell Investment Advisors, LLC
INCREASED10,5099,294+1,215+13%$635.8K$701.9K+$66.1K2026-10-22
Quantum Financial Partners LLC
DECREASED10,47910,495-160%$718.0K$699.9K-$18.1K2026-10-19
Genus Capital Management Inc.
DECREASED10,44412,721-2,277-18%$870.2K$697.6K-$172.7K2026-11-04
ShoreHaven Wealth Partners, LLC
DECREASED10,43810,748-310-3%$735.3K$697.1K-$38.1K2026-10-16
Brown Miller Wealth Management, LLC
UNCHANGED10,39710,39700%$711.3K$694.4K-$16.8K2026-11-02
Fiduciary Financial Group, LLC
INCREASED10,3528,677+1,675+19%$593.6K$691.4K+$97.8K2026-10-13
Geneva Partners, LLC
NEW10,320—+10,320——$427.1K—2026-10-26
Crumly & Associates Inc.
INCREASED10,3116,189+4,122+67%$423.4K$688.7K+$265.3K2026-10-07
Boyum Wealth Architects LLC
DECREASED10,30511,105-800-7%$716.3K$697.3K-$18.9K2026-10-06
Titleist Asset Management, LLC
UNCHANGED10,30010,30000%$704.6K$687.9K-$16.7K2026-10-08
Frederick Financial Consultants, LLC
INCREASED10,2969,796+500+5%$670.1K$687.7K+$17.5K2026-10-29
Burney Co/
UNCHANGED10,29410,29400%$704.2K$687.5K-$16.7K2026-10-15
Washington Trust Advisors, Inc.
DECREASED10,11610,861-745-7%$743.0K$675.7K-$67.4K2026-10-22
David J Yvars Group
INCREASED10,0459,516+529+6%$651.0K$670.9K+$19.9K2026-10-09
Well Done, LLC
INCREASED10,0408,865+1,175+13%$606.5K$670.6K+$64.1K2026-10-20
Strategic Investment Management, LLC
NEW9,960—+9,960——$665.2K—2026-10-20
Breachway Investments LLC
DECREASED9,8769,926-500%$679.0K$659.6K-$19.4K2026-10-19
Horst & Graben Wealth Management LLC
DECREASED9,8769,904-280%$658.4K$659.6K+$1.2K2026-11-02
Kagan Cocozza Asset Management
DECREASED9,8549,958-104-1%$681.2K$658.1K-$23.1K2026-10-19
Asempa Wealth Advisors
DECREASED9,79210,829-1,037-10%$740.8K$654.2K-$86.7K2026-10-07
TrinityBridge Ltd
UNCHANGED9,7809,78000%$669.0K$653-$668.3K2026-10-30
Capital Advisors, Ltd. LLC
UNCHANGED9,7769,77600%$669$653-$162026-10-27
North Star Investment Management Corp.
UNCHANGED9,7069,70600%$664.0K$648.3K-$15.7K2026-10-27
Morton Capital Management LLC
UNCHANGED9,6319,63100%$658.9K$643.3K-$15.6K2026-10-23
UMB Bank, n.a.
DECREASED9,62210,648-1,026-10%$728.4K$642.7K-$85.8K2026-11-06
Adirondack Capital Advisors, LLC
DECREASED9,6109,660-50-1%$660.8K$641.9K-$19.0K2026-10-09
Missouri Trust & Investment Co
DECREASED9,5909,990-400-4%$640.3K$640.5K+$2572026-11-04
Elevation Wealth Partners, LLC
UNCHANGED9,5869,58600%$655.8K$640.2K-$15.5K2026-10-07
Reflection Asset Management
INCREASED9,5539,444+109+1%$646.1K$638.0K-$8.0K2026-10-28
Sunpointe, LLC
DECREASED9,5219,687-166-2%$662.3K$635.9K-$26.4K2026-10-22
Financial Solutions Advisory Group, Inc.
UNCHANGED9,4639,46300%$631.9K$594.8K-$37.2K2026-10-28
Asset One Wealth Management LLC
DECREASED9,4359,465-300%$620.6K$630.2K+$9.5K2026-11-02
Diversified Trust Co
DECREASED9,40812,225-2,817-23%$836.4K$628.4K-$208.0K2026-11-06
Sage Financial Management Group, Inc.
UNCHANGED9,4059,40500%$643.4K$628.2K-$15.2K2026-11-06
Sage Capital Advisors,llc
INCREASED9,3818,573+808+9%$586.5K$626.5K+$40.0K2026-10-13
Harel Insurance Investments & Financial Services Ltd.
INCREASED9,3298,727+602+7%$597.0K$583-$596.4K2026-11-02
AUA Capital Management, LLC
UNCHANGED9,3219,32100%$637.7K$622.6K-$15.1K2026-10-15
Thrive Wealth Management, LLC
UNCHANGED9,2509,25000%$632.8K$617.8K-$15.0K2026-10-13
Adell Harriman & Carpenter Inc
DECREASED9,2299,713-484-5%$664.5K$616.4K-$48.1K2026-11-02
Gibson Capital, LLC
INCREASED9,2097,820+1,389+18%$535.0K$615.1K+$80.1K2026-10-23
Ascent Group, LLC
DECREASED9,1739,481-308-3%$648.6K$612.7K-$35.9K2026-10-30
Noble Wealth Management PBC
DECREASED9,1659,360-195-2%$640.3K$612.1K-$28.2K2026-10-01
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED9,15020,250-11,100-55%$1.4M$611.1K-$774.1K2026-10-14
Sentry LLC
UNCHANGED9,1499,14900%$625.9K$611.1K-$14.8K2026-10-30
Strategic Blueprint, LLC
UNCHANGED9,0779,07700%$621.0K$606.3K-$14.7K2026-10-22
Norden Group LLC
DECREASED9,0509,051-10%$619.2K$604.5K-$14.7K2026-10-20
CogentBlue Wealth Advisors, LLC
DECREASED8,9118,930-190%$610.9K$595.1K-$15.7K2026-10-09
Gibbs Wealth Management
INCREASED8,9068,858+48+1%$606.0K$594.8K-$11.1K2026-10-22
Alpha Wealth Funds, LLC
NEW8,905—+8,905——$1.2M—2026-11-05
BlueChip Wealth Advisors LLC
INCREASED8,8884,062+4,826+119%$277.9K$593.6K+$315.7K2026-11-03
Gilliland Jeter Wealth Management LLC
UNCHANGED8,8838,88300%$607.7K$593.3K-$14.4K2026-10-28
Saxon Interests, Inc.
DECREASED8,8728,898-260%$608.7K$592.6K-$16.2K2026-10-26
Canopy Partners, LLC
INCREASED8,8158,515+300+4%$582.5K$588.8K+$6.2K2026-10-28
Stordahl Capital Management, Inc.
DECREASED8,8128,834-220%$604.3K$588.6K-$15.8K2026-10-22
Collective Family Office LLC
INCREASED8,8038,669+134+2%$593.0K$588.0K-$5.1K2026-10-05
Bedel Financial Consulting, Inc.
INCREASED8,6998,153+546+7%$557.8K$581.0K+$23.3K2026-11-06
Retirement Planning Group, LLC
UNCHANGED8,6318,63100%$590.5K$576.5K-$14.0K2026-10-19
Trust Co of Oklahoma
UNCHANGED8,6008,60000%$588.3K$574.4K-$13.9K2026-10-15
Sightline Wealth Advisors, LLC
DECREASED8,5928,647-55-1%$591.6K$573.9K-$17.7K2026-10-21
First Horizon Corp
UNCHANGED8,5318,53100%$583.6K$569.8K-$13.8K2026-10-26
MFA Wealth Services
DECREASED8,5218,524-30%$583.1K$569.1K-$14.0K2026-10-14
Rebalance, LLC
UNCHANGED8,5058,50500%$581.8K$568.0K-$13.8K2026-10-22
First Nebraska Trust Co
UNCHANGED8,5008,50000%$581.5K$567.7K-$13.8K2026-10-30
HighRoad Wealth Advisors, LLC
UNCHANGED8,4248,42400%$576.3K$562.7K-$13.6K2026-10-14
Mechanics Bank Trust Department
INCREASED8,4168,000+416+5%$547.3K$562.1K+$14.8K2026-10-13
HCR Wealth Advisors
DECREASED8,4138,863-450-5%$606.4K$562.0K-$44.4K2026-10-15
Axxcess Wealth Management, LLC
DECREASED8,355376,762-368,407-98%$25.8M$558.1K-$25.2M2026-10-21
Key FInancial Inc
UNCHANGED8,3258,32500%$569.5K$556.0K-$13.5K2026-11-02
Hardin Capital Partners, LLC
UNCHANGED8,3018,30100%$568.0K$554.5K-$13.6K2026-10-09
Russell Investments Group, Ltd.
INCREASED8,2956,594+1,701+26%$451.0K$554.2K+$103.2K2026-11-06
Washington Trust Co
UNCHANGED8,2848,28400%$566.7K$553.3K-$13.4K2026-10-22
Luts & Greenleigh Group, Inc.
DECREASED8,2678,337-70-1%$570.3K$552.2K-$18.2K2026-11-05
Nova Financial LLC
NEW8,210—+8,210——$548.4K—2026-11-04
Hurley Capital, LLC
INCREASED8,1237,457+666+9%$510.2K$542.6K+$32.4K2026-11-05
Eagle Rock Investment Company, LLC
INCREASED7,9877,058+929+13%$482.8K$533.5K+$50.6K2026-10-21
SBK Financial, Inc.
UNCHANGED7,9387,93800%$543.0K$530.2K-$12.9K2026-11-02
Discipline Wealth Solutions, LLC
DECREASED7,9167,995-79-1%$546.9K$528.7K-$18.2K2026-10-14
Inscription Capital, LLC
UNCHANGED7,8497,84900%$536.9K$524.2K-$12.7K2026-11-02
First National Bank Sioux Falls
UNCHANGED7,8397,83900%$489.5K$523.6K+$34.0K2026-10-13
Intrua Financial, LLC
DECREASED7,8357,885-50-1%$539.4K$523.3K-$16.1K2026-10-28
Briaud Financial Planning Inc
UNCHANGED7,8307,83000%$535.7K$523.0K-$12.7K2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED7,8037,589+214+3%$519.1K$521.1K+$2.0K2026-10-27
Florida Trust Wealth Management Co
INCREASED7,7906,984+806+12%$477.8K$520.3K+$42.5K2026-11-05
Indiana Trust & Investment Management Co
DECREASED7,6907,863-173-2%$537.9K$513.6K-$24.3K2026-10-22
Clark Asset Management, LLC
DECREASED7,6217,894-273-3%$540.0K$509.0K-$31.0K2026-10-19
Trust Co of Toledo NA
INCREASED7,5377,517+20+0%$514.2K$503.4K-$10.8K2026-10-16
Finivi Inc.
INCREASED7,4637,432+31+0%$508.4K$498.5K-$10.0K2026-10-13
Maryland Capital Advisors Inc.
UNCHANGED7,4457,44500%$509.3K$497.3K-$12.1K2026-10-15
Redw Wealth LLC
DECREASED7,4338,272-839-10%$565.9K$496.5K-$69.4K2026-11-02
LJI Wealth Management, LLC
UNCHANGED7,4127,41200%$507.1K$495.0K-$12.0K2026-10-28
Piscataqua Savings Bank
UNCHANGED7,4007,40000%$506.2K$494.2K-$11.9K2026-10-21
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED7,3797,37900%$504.8K$492.8K-$12.0K2026-10-15
Prime Capital Investment Advisors, LLC
INCREASED7,3667,318+48+1%$500.6K$492.0K-$8.7K2026-10-20
Consilium Wealth Advisory, LLC
UNCHANGED7,3257,32500%$501.1K$489.2K-$11.9K2026-10-14
Summit Financial Strategies, Inc.
DECREASED7,2517,296-45-1%$499.1K$484.3K-$14.8K2026-10-14
Accurate Wealth Management, LLC
DECREASED7,2467,278-320%$486.9K$476.4K-$10.6K2026-10-20
AMI Investment Management Inc
UNCHANGED7,2287,22800%$494.5K$482.8K-$11.7K2026-10-27
Triad Wealth Partners, LLC
INCREASED7,1777,150+27+0%$459.9K$479.4K+$19.5K2026-10-26
Ironwood Financial, llc
UNCHANGED7,1447,14400%$460.8K$477.1K+$16.4K2026-10-20
Facet Wealth, Inc.
DECREASED7,0737,773-700-9%$531.8K$472.4K-$59.3K2026-11-04
Toth Financial Advisory Corp
DECREASED7,0697,362-293-4%$503.6K$472.1K-$31.5K2026-10-08
Cottage Street Advisors LLC
UNCHANGED7,0007,00000%$478.9K$467.5K-$11.3K2026-10-19
Wealth Forward, LLC
DECREASED6,9887,350-362-5%$502.8K$466.7K-$36.1K2026-10-14
Smith & Howard Wealth Management, LLC
UNCHANGED6,9816,98100%$477.6K$466.3K-$11.3K2026-10-27
Triangle Securities Wealth Management
UNCHANGED6,9466,94600%$475.2K$463.9K-$11.3K2026-10-14
Peterson Wealth Advisors, LLC
UNCHANGED6,9376,93700%$474.5K$463.3K-$11.2K2026-10-08
Beacon Financial Group
DECREASED6,9366,941-50%$474.8K$463.3K-$11.6K2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED6,9149,113-2,199-24%$623.4K$461.8K-$161.7K2026-10-13
Courier Capital LLC
UNCHANGED6,8456,84500%$468.3K$457.2K-$11.1K2026-10-19
CFG Wealth Management Services, Inc.
DECREASED6,7497,349-600-8%$405.3K$450.9K+$45.6K2026-10-21
Cornerstone Wealth Advisors, Inc.
DECREASED6,7406,770-300%$463.1K$450.2K-$13.0K2026-10-16
Stephenson & Company, Inc.
DECREASED6,7366,767-310%$462.9K$449.9K-$13.0K2026-10-30
Jeppson Wealth Management, LLC
UNCHANGED6,7056,70500%$458.7K$447.9K-$10.9K2026-10-20
Park National Corp
INCREASED6,6946,173+521+8%$422.2K$447.1K+$24.9K2026-10-05
Trace Wealth Advisors, LLC
UNCHANGED6,6756,67500%$456.6K$445.8K-$10.8K2026-10-30
Wedmont Private Capital
UNCHANGED6,6746,67400%$446.5K$441.2K-$5.3K2026-10-09
Retirement Planning Co of New England, Inc.
DECREASED6,6626,682-200%$457.1K$444.9K-$12.2K2026-10-15
Security Financial Services, Inc.
DECREASED6,6336,810-177-3%$465.9K$443.0K-$22.9K2026-10-29
North Berkeley Wealth Management, LLC
UNCHANGED6,5876,58700%$450.6K$439.9K-$10.7K2026-11-02
CGC Financial Services, LLC
UNCHANGED6,5826,58200%$450.3K$439.6K-$10.7K2026-10-13
1900 Wealth Management LLC
DECREASED6,5756,617-42-1%$861.4K$439.1K-$422.3K2026-10-13
Orgel Wealth Management, LLC
NEW6,527—+6,527——$435.9K—2026-10-14
Transce3nd, LLC
NEW6,492—+6,492——$412.7K—2026-10-26
Archford Capital Strategies, LLC
DECREASED6,4736,525-52-1%$446.4K$432.3K-$14.0K2026-10-19
Diversified Management Inc
INCREASED6,4716,354+117+2%$434.7K$432.2K-$2.5K2026-10-08
Ferguson Wellman Capital Management, Inc
INCREASED6,4696,263+206+3%$428.5K$432.1K+$3.6K2026-10-05
Fiscal Wisdom Wealth Management, LLC
INCREASED6,4425,019+1,423+28%$343.4K$430.3K+$86.9K2026-10-16
Wedbush Securities Inc
DECREASED6,41914,417-7,998-55%$986.0K$429-$985.6K2026-10-22
Walkner Condon Financial Advisors LLC
UNCHANGED6,4116,41100%$438.6K$428.2K-$10.4K2026-11-02
Integrated Capital Management, Inc.
INCREASED6,3715,879+492+8%$402.2K$425.5K+$23.3K2026-10-09
Griffin Asset Management, Inc.
INCREASED6,3536,300+53+1%$431.0K$424.3K-$6.7K2026-10-22
Flagstar Securities, Inc
INCREASED6,3155,040+1,275+25%$344.8K$421.8K+$77.0K2026-10-15
Atlantic Edge Private Wealth Management, LLC
UNCHANGED6,3106,31000%$431.7K$421.4K-$10.2K2026-10-20
Sage Rhino Capital LLC
UNCHANGED6,2926,29200%$430.4K$420.2K-$10.2K2026-10-28
Kanawha Capital Management LLC
INCREASED6,2866,235+51+1%$426.5K$419.8K-$6.7K2026-10-19
Endowment Wealth Management, Inc.
DECREASED6,2838,836-2,553-29%$604.5K$419.7K-$184.8K2026-11-03
Parthenon LLC
UNCHANGED6,2766,27600%$429.3K$419.2K-$10.2K2026-10-22
Oarsman Capital, Inc.
UNCHANGED6,2256,22500%$425.9K$415.8K-$10.1K2026-11-05
Patten Group, Inc.
INCREASED6,2146,210+4+0%$424.8K$415.0K-$9.8K2026-10-26
Key Client Fiduciary Advisors, LLC
DECREASED6,1846,211-270%$424.9K$413.0K-$11.9K2026-10-19
Northstar Asset Management Co
UNCHANGED6,1706,17000%$390.7K$392.2K+$1.5K2026-10-22
Freedom Day Solutions, LLC
NEW6,142—+6,142——$410.3K—2026-10-20
LMG Wealth Partners, LLC
UNCHANGED6,1066,10600%$417.7K$407.8K-$9.9K2026-11-05
Aprio Wealth Management, LLC
INCREASED6,0996,047+52+1%$413.7K$407.3K-$6.4K2026-10-28
Greenup Street Wealth Management LLC
DECREASED5,9906,012-220%$411.3K$400.1K-$11.2K2026-10-28
Harbour Capital Advisors, LLC
UNCHANGED5,9845,98400%$400.3K$399.7K-$6592026-10-13
Patten & Patten Inc
DECREASED5,9276,702-775-12%$458.5K$395.9K-$62.6K2026-10-26
GHP Investment Advisors, Inc.
UNCHANGED5,9265,92600%$405.4K$395.8K-$9.6K2026-10-15
International Assets Investment Management, LLC
DECREASED5,91223,998-18,086-75%$1.6M$395.0K-$1.2M2026-11-02
MCF Advisors LLC
UNCHANGED5,8835,88300%$402.5K$392.9K-$9.5K2026-10-28
Navigation Group, LLC
UNCHANGED5,8715,87100%$401.6K$392.1K-$9.5K2026-10-28
Sound Income Strategies, LLC
INCREASED5,8485,521+327+6%$377.7K$386.5K+$8.9K2026-10-09
Partners Wealth Management, LLC
NEW5,837—+5,837——$389.8K—2026-10-28
Soltis Investment Advisors LLC
INCREASED5,8024,339+1,463+34%$296.8K$387.5K+$90.7K2026-10-28
LifeGoal Investments, LLC
UNCHANGED5,6845,68400%$388.8K$379.6K-$9.2K2026-10-09
Williams Jones Wealth Management, Llc.
DECREASED5,5805,633-53-1%$385.4K$372.7K-$12.7K2026-11-05
Beacon Bank & Trust
DECREASED5,5665,719-153-3%$391.2K$371.8K-$19.5K2026-10-27
Pinnacle Associates LTD
UNCHANGED5,5205,52000%$377.7K$368.7K-$8.9K2026-10-20
NBH Bank
INCREASED5,5185,228+290+6%$357.6K$368.5K+$10.9K2026-11-05
Fort Washington Investment Advisors Inc
DECREASED5,5076,291-784-12%$430.4K$367.8K-$62.6K2026-10-15
Noble Family Wealth, LLC
UNCHANGED5,5005,50000%$376.3K$367.3K-$8.9K2026-10-26
Wealthstar Advisors, LLC
INCREASED5,4994,815+684+14%$329.4K$367.3K+$37.9K2026-10-19
Kraematon Investment Advisors, Inc
UNCHANGED5,4935,49300%$375.8K$366.9K-$8.9K2026-11-02
Topel & Distasi Wealth Management, LLC
UNCHANGED5,4925,49200%$375.7K$366.8K-$8.9K2026-11-05
Live Oak Private Wealth LLC
UNCHANGED5,4535,45300%$373.0K$364.2K-$8.8K2026-11-02
First Bancorp, Inc
DECREASED5,4475,599-152-3%$383.0K$363.8K-$19.2K2026-10-26
180 Wealth Advisors, LLC
UNCHANGED5,4095,40900%$370.1K$361.3K-$8.8K2026-11-03
Capital Wealth Alliance, LLC
NEW5,358—+5,358——$357.9K—2026-10-20
Accelerate Investment Advisors LLC
UNCHANGED5,3405,34000%$365.3K$356.7K-$8.7K2026-11-02
Wealth Dimensions Group, Ltd.
UNCHANGED5,3355,33500%$365.0K$356.3K-$8.6K2026-11-02
Wernau Asset Management Inc.
UNCHANGED5,3165,31600%$363.7K$355.1K-$8.6K2026-10-19
Koshinski Asset Management, Inc.
DECREASED5,2835,325-42-1%$364.3K$352.9K-$11.4K2026-10-29
Partners in Financial Planning
UNCHANGED5,2045,20400%$356.0K$347.6K-$8.4K2026-11-06
Baldwin Wealth Partners LLC
INCREASED5,1855,179+6+0%$354.3K$346.3K-$8.0K2026-10-13
Courage Miller Partners, LLC
DECREASED5,1576,238-1,081-17%$426.7K$344.4K-$82.3K2026-10-21
Acorn Financial Advisory Services Inc
UNCHANGED5,1375,13700%$351.4K$343.1K-$8.3K2026-11-02
Global Strategic Investment Solutions, LLC
UNCHANGED5,1175,11700%$350.1K$341.8K-$8.3K2026-10-16
MBL Wealth, LLC
DECREASED5,1035,126-230%$350.7K$340.8K-$9.8K2026-10-22
1834 Investment Advisors Co
UNCHANGED5,1005,10000%$348.9K$340.6K-$8.3K2026-10-16
Private Wealth Management Group, LLC
UNCHANGED5,0175,01700%$343.2K$335.1K-$8.1K2026-10-19
Truefg, LLC
UNCHANGED5,0155,01500%$343.1K$335.0K-$8.1K2026-10-15
Searle & Co.
UNCHANGED5,0005,00000%$342.1K$334.0K-$8.1K2026-11-04
Poehling Capital Management, Inc.
UNCHANGED5,0005,00000%$342.1K$334.0K-$8.1K2026-10-20
Portside Wealth Group, LLC
INCREASED4,9932,988+2,005+67%$204.4K$333.5K+$129.1K2026-10-20
Gainline Financial Partners, LLC
INCREASED4,9703,934+1,036+26%$269.1K$332.0K+$62.8K2026-10-15
Old Second National Bank of Aurora
UNCHANGED4,9694,96900%$339.9K$331.9K-$8.0K2026-10-22
Private Wealth Group, LLC
UNCHANGED4,9604,96000%$339.3K$331.3K-$8.0K2026-10-19
Braun-Bostich & Associates Inc.
DECREASED4,9445,277-333-6%$361.0K$330.2K-$30.8K2026-10-20
Carrera Capital Advisors
INCREASED4,9284,857+71+1%$332.3K$329.2K-$3.1K2026-11-03
Gill Capital Partners, LLC
UNCHANGED4,9254,92500%$336.9K$328.9K-$8.0K2026-10-13
Praetorian Wealth Management, Inc.
UNCHANGED4,9204,92000%$336.6K$328.6K-$8.0K2026-10-16
Y.D. More Investments Ltd
NEW4,868—+4,868——$325.1K—2026-11-02
Marion Wealth Management
UNCHANGED4,8584,85800%$332.3K$324.5K-$7.9K2026-10-22
Dynamic Financial Group
DECREASED4,8524,853-10%$332.0K$324.0K-$7.9K2026-10-28
Transcendent Capital Group LLC
INCREASED4,8274,811+16+0%$329.1K$322.4K-$6.7K2026-10-28
Tsfg, LLC
DECREASED4,8206,250-1,430-23%$428.0K$322-$427.7K2026-10-23
Fisher Asset Management, LLC
INCREASED4,8184,233+585+14%$289.6K$321.8K+$32.2K2026-11-06
Chemistry Wealth Management LLC
INCREASED4,8114,799+12+0%$328.3K$321.3K-$7.0K2026-10-16
Corundum Group, Inc.
NEW4,810—+4,810——$321.3K—2026-10-28
Corundum Trust Company, Inc
UNCHANGED4,8104,81000%$329.1K$321.3K-$7.8K2026-10-29
Krane Financial Solutions LLC
UNCHANGED4,7624,76200%$325.8K$318.0K-$7.7K2026-10-30
Focus Financial Network, Inc.
INCREASED4,7384,458+280+6%$305.0K$316.5K+$11.5K2026-10-14
Hedges Asset Management LLC
UNCHANGED4,7004,70000%$321.5K$313.9K-$7.6K2026-10-29
Hoey Investments, Inc
DECREASED4,6485,250-602-11%$359.1K$310.4K-$48.7K2026-10-29
Union Savings Bank
INCREASED4,6204,470+150+3%$305.7K$308.6K+$2.8K2026-10-14
Altman Advisors, Inc.
INCREASED4,6104,430+180+4%$303.1K$307.9K+$4.8K2026-11-05
Ddfg, Inc
DECREASED4,5974,607-100%$315.1K$307.0K-$8.1K2026-10-15
Alpha Omega Wealth Management LLC
DECREASED4,5855,060-475-9%$346.1K$306.2K-$39.9K2026-10-23
Andina Capital Management, LLC
NEW4,577—+4,577——$305.7K—2026-10-21
Anchor Capital Advisors LLC
DECREASED4,5664,665-99-2%$319.1K$305.0K-$14.2K2026-11-05
Van Cleef Asset Management,Inc
UNCHANGED4,5524,55200%$311.4K$304.0K-$7.4K2026-10-20
Atwood & Palmer Inc
UNCHANGED4,4994,49900%$307.8K$300.5K-$7.3K2026-10-08
AdvisorNet Financial, Inc
DECREASED4,4276,051-1,624-27%$414.0K$285.0K-$128.9K2026-10-15
Eastern Bank
DECREASED4,4154,565-150-3%$312.3K$294.9K-$17.4K2026-10-05
MLG Wealth Management DBA Pine Grove Financial Group
NEW4,407—+4,407——$294.3K—2026-10-13
Tokio Marine Asset Management Co LTD
NEW4,395—+4,395——$293.5K—2026-10-26
TCP Asset Management, LLC
INCREASED4,3954,392+3+0%$300.5K$297.4K-$3.0K2026-10-14
Valtinson Bruner Financial Planning LLC
DECREASED4,3784,571-193-4%$312.7K$292.4K-$20.3K2026-11-02
Chung Wu Investment Group, LLC
UNCHANGED4,3704,37000%$299.0K$291.9K-$7.1K2026-11-03
Gallacher Capital Management LLC
DECREASED4,3686,659-2,291-34%$455.6K$291.8K-$163.8K2026-10-30
Sepio Capital, LP
UNCHANGED4,3264,32600%$296.0K$289.0K-$7.0K2026-10-22
Cardinal Point Capital Management ULC
DECREASED4,2504,750-500-11%$324.9K$283.9K-$41.1K2026-10-21
Forum Financial Management, LP
UNCHANGED4,2504,25000%$290.7K$283.9K-$6.9K2026-10-16
Creative Financial Designs Inc
INCREASED4,2281,928+2,300+119%$131.9K$282.4K+$150.5K2026-11-04
Polaris Investment Advisors, LLC
UNCHANGED4,2264,22600%$289.1K$282.3K-$6.8K2026-10-20
CX Institutional
UNCHANGED4,2134,21300%$288$281-$72026-10-02
Creekside Partners
UNCHANGED4,2044,20400%$287.6K$280.8K-$6.8K2026-11-04
Sageworth Trust Co
UNCHANGED4,1864,18600%$286.4K$279.6K-$6.8K2026-10-30
Platform Technology Partners
NEW4,182—+4,182——$279.3K—2026-11-02
Sagespring Wealth Partners, LLC
INCREASED4,1683,922+246+6%$268.3K$278.4K+$10.0K2026-10-22
Monarch Capital Management Inc
DECREASED4,1634,328-165-4%$296.1K$278.0K-$18.0K2026-10-19
Shepherd Street Advisors LLC
UNCHANGED4,1514,15100%$272.2K$277.3K+$5.1K2026-10-21
Sigma Investment Counselors Inc
DECREASED4,1435,297-1,154-22%$362.4K$276.7K-$85.7K2026-10-27
Victory Financial Group, LLC
INCREASED4,1324,038+94+2%$276.2K$275.9K-$2632026-10-27
Forteris Wealth Management Inc.
UNCHANGED4,1174,11700%$281.7K$275.0K-$6.7K2026-10-13
Strategy Asset Managers LLC
INCREASED4,1084,039+69+2%$276.3K$274.4K-$1.9K2026-10-14
PW Nova Financial Services LLC
DECREASED4,1024,604-502-11%$315.0K$274.0K-$41.0K2026-10-15
Mayfair Advisory Group, LLC
DECREASED4,0834,092-90%$259.2K$272.7K+$13.6K2026-10-20
Hiley Hunt Wealth Management
UNCHANGED4,0644,06400%$278.0K$271.4K-$6.6K2026-10-08
Windsor Capital Management, LLC
DECREASED4,0554,059-40%$277.7K$270.9K-$6.9K2026-10-13
Moors & Cabot, Inc.
DECREASED4,0384,188-150-4%$286.5K$269.7K-$16.8K2026-11-06
New Hampshire Trust
UNCHANGED4,0264,02600%$275.4K$268.9K-$6.5K2026-10-20
Leisure Capital Management
UNCHANGED4,0254,02500%$275.4K$268.8K-$6.5K2026-11-03
Destiny Wealth Partners, LLC
NEW4,017—+4,017——$245.5K—2026-11-05
William Howard & Co Financial Advisors Inc
UNCHANGED4,0034,00300%$273.8K$267.4K-$6.5K2026-11-04
Argentarii, LLC
UNCHANGED4,0004,00000%$261.7K$267.2K+$5.4K2026-10-28
Glaxis Capital Management, LLC
UNCHANGED4,0004,00000%$273.6K$267.2K-$6.5K2026-11-02
IFG Advisors, LLC
DECREASED3,9994,026-27-1%$275.4K$267.1K-$8.3K2026-10-15
Kathmere Capital Management, LLC
UNCHANGED3,9203,92000%$268.2K$261.8K-$6.4K2026-10-20
Commerce Advisors, LLC
UNCHANGED3,9083,90800%$267.3K$261.0K-$6.3K2026-10-19
Integrity Alliance, Llc.
DECREASED3,88613,110-9,224-70%$896.9K$259.6K-$637.3K2026-10-29
Central Trust Co
INCREASED3,8563,664+192+5%$250.7K$257.5K+$6.9K2026-11-05
Principle Wealth Partners LLC
INCREASED3,8473,372+475+14%$230.7K$257.0K+$26.3K2026-11-02
Sapient Capital LLC
INCREASED3,8473,533+314+9%$241.7K$256.9K+$15.2K2026-10-08
Marathon Strategic Advisors, LLC
DECREASED3,8373,853-160%$263.6K$256.3K-$7.3K2026-10-20
Clearstead Trust, LLC
UNCHANGED3,8303,83000%$262.0K$255.8K-$6.2K2026-11-06
Schneider Downs Wealth Management Advisors, LP
DECREASED3,8214,051-230-6%$277.1K$255.2K-$21.9K2026-10-27
Midwest Financial Partners Investments, Inc.
UNCHANGED3,7873,78700%$259.1K$252.9K-$6.1K2026-10-08
GR Financial Group, LLC
NEW3,762—+3,762——$251.3K—2026-10-27
Stablepoint Partners, LLC
INCREASED3,7093,396+313+9%$232.3K$247.7K+$15.4K2026-11-03
Lodestone Wealth Management LLC
UNCHANGED3,6953,69500%$252.8K$246.8K-$6.0K2026-10-14
Signal Advisors Wealth, LLC
NEW3,689—+3,689——$246.4K—2026-10-13
Capital Investment Advisory Services, LLC
INCREASED3,6663,662+4+0%$250.5K$245.0K-$5.5K2026-10-30
Financial Guidance Group, Inc.
DECREASED3,6533,777-124-3%$258.4K$244.0K-$14.4K2026-10-21
Hazlett, Burt & Watson, Inc.
INCREASED3,6502,976+674+23%$80.1K$169.1K+$89.0K2026-11-04
Concord Wealth Partners
DECREASED3,6173,936-319-8%$269.3K$241.6K-$27.7K2026-11-02
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED3,6153,601+14+0%$234.0K$228.9K-$5.1K2026-10-21
Christensen, King & Associates Investment Services, Inc.
NEW3,605—+3,605——$240.8K—2026-10-22
Hohimer Wealth Management, LLC
UNCHANGED3,5933,59300%$245.8K$240.0K-$5.8K2026-11-04
eCIO, Inc.
NEW3,589—+3,589——$245.0K—2026-11-02
Downshift Financial, LLC
INCREASED3,5613,278+283+9%$224.2K$237.8K+$13.6K2026-10-13
BridgePort Financial Solutions, LLC
UNCHANGED3,5303,53000%$241.5K$235.8K-$5.7K2026-11-02
WealthPlan Investment Management, LLC
UNCHANGED3,5283,52800%$241.4K$235.6K-$5.7K2026-10-15
Avity Investment Management Inc.
UNCHANGED3,5213,52100%$240.9K$235.2K-$5.7K2026-10-09
Murphy & Mullick Capital Management Corp
INCREASED3,4863,386+100+3%$231.7K$232.9K+$1.2K2026-11-02
Burns J W & Co Inc
DECREASED3,4733,613-140-4%$247.2K$232.0K-$15.2K2026-10-20
Maia Wealth LLC
DECREASED3,4633,473-100%$237.6K$231.3K-$6.2K2026-10-19
Bill Few Associates, Inc.
UNCHANGED3,4503,45000%$236.0K$230.4K-$5.6K2026-10-09
Clear Wave Wealth Management LLC
INCREASED3,4393,407+32+1%$233.1K$229.7K-$3.4K2026-11-04
SkyOak Wealth, LLC
UNCHANGED3,4213,42100%$234.0K$228.5K-$5.5K2026-10-28
Leo Wealth, LLC
NEW3,418—+3,418——$228.3K—2026-10-26
Willow Creek Capital Management, Inc.
UNCHANGED3,4013,40100%$232.7K$232.7K$02026-10-16
Wingate Wealth Advisors, Inc.
INCREASED3,4003,243+157+5%$221.9K$227.1K+$5.2K2026-10-26
Macroview Investment Management LLC
DECREASED3,3643,484-120-3%$238.3K$224.7K-$13.7K2026-10-26
Vigilare Wealth Management
NEW3,359—+3,359——$224.3K—2026-10-29
Unified Investment Management
UNCHANGED3,3563,35600%$229.6K$224.2K-$5.4K2026-10-14
VAN Strum & Towne Inc.
UNCHANGED3,3503,35000%$229.2K$223.7K-$5.4K2026-11-06
Grandfield & Dodd, LLC
UNCHANGED3,3373,33700%$228.3K$222.9K-$5.4K2026-10-29
Aviance Capital Partners, LLC
UNCHANGED3,3223,32200%$227.2K$221.9K-$5.4K2026-10-29
Mascoma Wealth Management LLC
UNCHANGED3,2803,28000%$224.4K$219.1K-$5.3K2026-10-23
Proathlete Wealth Management LLC
UNCHANGED3,2773,27700%$224.2K$218.9K-$5.3K2026-10-15
First City Capital Management, Inc.
DECREASED3,2723,315-43-1%$226.8K$218.5K-$8.3K2026-10-27
Advisor OS, LLC
INCREASED3,2523,191+61+2%$218.3K$217.2K-$1.1K2026-11-03
Woodmont Investment Counsel LLC
NEW3,250—+3,250——$217.1K—2026-10-29
John G Ullman & Associates Inc
UNCHANGED3,2503,25000%$222.3K$217.1K-$5.3K2026-11-04
Quartz Partners, LLC
NEW3,236—+3,236——$216.1K—2026-11-03
Community Trust & Investment Co
UNCHANGED3,2053,20500%$219.3K$214.1K-$5.2K2026-10-15
Hegarty Advisors, LLC
UNCHANGED3,2003,20000%$218.9K$213.7K-$5.2K2026-10-20
Diversify Advisory Services, LLC
NEW3,186—+3,186——$203.7K—2026-10-20
Diversify Wealth Management, LLC
NEW3,186—+3,186——$203.7K—2026-10-20
Sterling Financial Planning, Inc.
UNCHANGED3,1843,18400%$217.8K$212.6K-$5.2K2026-10-28
Hudock, Inc.
UNCHANGED3,1503,15000%$215.5K$210.4K-$5.1K2026-10-14
Breakwater Investment Management
DECREASED3,1453,148-30%$215.4K$210.1K-$5.3K2026-10-20
Center for Financial Planning, Inc.
DECREASED3,1403,286-146-4%$224.8K$209.7K-$15.1K2026-10-26
Occidental Asset Management, LLC
NEW3,130—+3,130——$209.0K—2026-11-05
Traynor Capital Management, Inc.
NEW3,130—+3,130——$209.0K—2026-10-29
Friedenthal Financial
DECREASED3,1023,107-50%$212.6K$207.2K-$5.4K2026-10-27
North Forty Two & Co.
UNCHANGED3,0833,08300%$210.9K$205.9K-$5.0K2026-10-19
KWB Wealth
DECREASED3,0673,129-62-2%$214.1K$204.8K-$9.2K2026-10-16
First American Bank
NEW3,057—+3,057——$204.2K—2026-10-27
Hillcrest Wealth Advisors - NY, LLC
NEW3,000—+3,000——$200.4K—2026-10-22
S.E.E.D. Planning Group LLC
NEW2,998—+2,998——$200.2K—2026-10-07
Larson Financial Group LLC
DECREASED2,9383,404-466-14%$232.8K$196.2K-$36.6K2026-11-05
Plante Moran Financial Advisors, LLC
INCREASED2,9012,881+20+1%$197.1K$193.8K-$3.3K2026-11-04
Sage Mountain Advisors LLC
UNCHANGED2,9012,90100%$198.5K$193.8K-$4.7K2026-11-02
Thompson Investment Management, Inc.
UNCHANGED2,8202,82000%$192.9K$188.3K-$4.6K2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED2,6892,68900%$184.0K$179.6K-$4.4K2026-10-15
Hilltop National Bank
UNCHANGED2,6402,64000%$180.6K$176.3K-$4.3K2026-10-14
TFC Financial Management, Inc.
UNCHANGED2,5722,57200%$176.0K$171.8K-$4.2K2026-10-26
Jacobi Capital Management LLC
NEW2,442—+2,442——$163.1K—2026-11-05
First United Bank & Trust
UNCHANGED2,4302,43000%$166.2K$162.3K-$3.9K2026-10-22
Winch Advisory Services, LLC
UNCHANGED2,4282,42800%$166.1K$162.1K-$3.9K2026-11-06
Fairway Wealth LLC
UNCHANGED2,3742,37400%$162.4K$158.6K-$3.8K2026-10-30
West Financial Advisors, LLC
INCREASED2,3391,418+921+65%$97.0K$156.2K+$59.2K2026-10-22
City State Bank
UNCHANGED2,2902,29000%$156.7K$152.9K-$3.7K2026-10-20
American National Bank & Trust
UNCHANGED2,2802,28000%$156.0K$152.3K-$3.7K2026-10-07
1620 Investment Advisors, Inc.
UNCHANGED2,2702,27000%$155.3K$151.6K-$3.7K2026-11-04
PDS Planning, Inc
DECREASED2,2332,340-107-5%$160.1K$149.1K-$10.9K2026-11-03
Physician Wealth Advisors, Inc.
INCREASED2,2131,494+719+48%$102.2K$147.8K+$45.6K2026-10-20
EPG Wealth Management LLC
UNCHANGED2,1752,17500%$148.8K$145.3K-$3.5K2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED2,1132,11300%$144.5K$141.1K-$3.4K2026-10-13
Curat Global, LLC
UNCHANGED2,0722,07200%$138.9K$138.4K-$5332026-10-26
Brown, Lisle Ings, Inc.
INCREASED2,0251,875+150+8%$128.3K$135.3K+$7.0K2026-10-16
Tompkins Financial Corp
INCREASED1,983539+1,444+268%$36.9K$132.4K+$95.6K2026-10-05
DecisionPoint Financial, LLC
INCREASED1,978130+1,848+1422%$8.6K$132.2K+$123.5K2026-10-27
Caldwell Trust Co
UNCHANGED1,9101,91000%$130.7K$127.6K-$3.1K2026-10-30
Insight Wealth Partners, LLC
DECREASED1,87160,971-59,100-97%$4.2M$125.0K-$4.0M2026-10-26
Blueline Advisors LLC
UNCHANGED1,8411,84100%$125.9K$123.0K-$3.0K2026-10-15
Ares Financial Consulting, LLC
UNCHANGED1,7761,77600%$121.5K$118.6K-$2.9K2026-10-19
Coston, McIsaac & Partners
UNCHANGED1,7431,74300%$119.0K$116.4K-$2.6K2026-11-06
Asset Dedication, LLC
UNCHANGED1,7321,73200%$118.5K$115.7K-$2.8K2026-11-03
Gamma Investing LLC
UNCHANGED1,6891,68900%$115.5K$112.8K-$2.7K2026-10-08
Winthrop Capital Management, LLC
UNCHANGED1,6171,61700%$111.0K$108.0K-$3.0K2026-11-05
Golden State Wealth Management, LLC
UNCHANGED1,6161,61600%$110.6K$108.0K-$2.6K2026-11-02
Elyxium Wealth, LLC
NEW1,588—+1,588——$106.1K—2026-10-27
Mill Capital Management, LLC
UNCHANGED1,5001,50000%$102.6K$100.2K-$2.4K2026-10-26
Blume Capital Management, Inc.
UNCHANGED1,5001,50000%$102.6K$100.2K-$2.4K2026-10-26
Hanson & Doremus Investment Management
UNCHANGED1,4531,45300%$99.0K$97-$98.9K2026-10-16
3Chopt Investment Partners, LLC
UNCHANGED1,4301,43000%$97.8K$95.5K-$2.3K2026-10-30
Ascentis Wealth Management, LLC
UNCHANGED1,3571,35700%$92.8K$90.6K-$2.2K2026-11-03
Ballast, Inc.
NEW1,324—+1,324——$88.4K—2026-10-20
Latitude Advisors, LLC
NEW1,276—+1,276——$85.2K—2026-10-27
Rosenberg Matthew Hamilton
DECREASED1,2711,290-19-1%$88.2K$84.9K-$3.4K2026-10-05
LFA - Lugano Financial Advisors SA
UNCHANGED1,2611,26100%$86.3K$84.2K-$2.0K2026-11-03
GK Wealth Management LLC
NEW1,230—+1,230——$82.1K—2026-10-09
Axiom Investment Management LLC
UNCHANGED1,2001,20000%$82.1K$80.1K-$1.9K2026-11-03
Quintet Private Bank (Europe) S.A.
DECREASED1,1801,660-480-29%$113.6K$78.8K-$34.7K2026-10-08
Abound Wealth Management
INCREASED1,1711,059+112+11%$72.4K$78.2K+$5.8K2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED1,162937+225+24%$64.1K$77.6K+$13.5K2026-10-23
Financial Network Wealth Advisors LLC
DECREASED1,1561,408-252-18%$96.3K$77.2K-$19.1K2026-10-28
MV Capital Management, Inc.
UNCHANGED1,1521,15200%$78.8K$76.9K-$1.9K2026-10-29
Wolff Wiese Magana LLC
INCREASED1,1441,046+98+9%$71.6K$76.4K+$4.9K2026-10-15
Putney Financial Group LLC
NEW1,083—+1,083——$72.3K—2026-10-30
Jnba Financial Advisors
INCREASED1,0791,020+59+6%$69.7K$72.0K+$2.3K2026-11-03
Evermay Wealth Management LLC
UNCHANGED1,0671,06700%$73.0K$71.3K-$1.7K2026-11-05
Angeles Wealth Management, LLC
UNCHANGED1,0611,06100%$72.6K$70.9K-$1.7K2026-10-26
Southern Michigan Bank & Trust
DECREASED1,0501,234-184-15%$84.4K$70.1K-$14.3K2026-10-19
Joseph Group Capital Management
DECREASED1,0421,445-403-28%$98.9K$69.6K-$29.3K2026-11-04
Edgemoor Investment Advisors, Inc.
NEW1,028—+1,028——$68.7K—2026-11-03
James T. Borello RIA
UNCHANGED1,0101,01000%$69.1K$67.5K-$1.6K2026-10-16
Intesa Sanpaolo Wealth Management
UNCHANGED1,0001,00000%$68.4K$66.8K-$1.6K2026-10-28
POM Investment Strategies, LLC
DECREASED8793,896-3,017-77%$266.5K$58.7K-$207.8K2026-10-20
Bfsg, LLC
DECREASED864884-20-2%$60.5K$57.7K-$2.8K2026-10-30
Gladwyn Financial Advisors, Inc.
DECREASED831868-37-4%$59.4K$55.5K-$3.9K2026-10-05
Gen-Wealth Partners Inc
INCREASED807802+5+1%$54.9K$53.9K-$9822026-11-04
Pacific Center for Financial Services
UNCHANGED78978900%$54.0K$52.7K-$1.3K2026-10-15
Duncker Streett & Co Inc
UNCHANGED78578500%$53.7K$52.4K-$1.3K2026-10-27
Peterson Wealth Services
UNCHANGED74574500%$51.0K$49.8K-$1.2K2026-10-26
Navigoe, LLC
UNCHANGED74474400%$50$49-$12026-11-04
Triumph Capital Management
DECREASED704723-19-3%$49.5K$47.0K-$2.4K2026-10-14
Pillar Financial Advisors, LLC
UNCHANGED67367300%$46.0K$45.0K-$1.1K2026-10-21
Financial Perspectives, Inc
UNCHANGED65365300%$44.7K$43.6K-$1.1K2026-11-03
Phillip James Consulting Co.
NEW640—+640——$42.7K—2026-11-03
Hickory Point Bank & Trust
UNCHANGED62762700%$42.9K$41.9K-$1.0K2026-10-01
CrossGen Wealth, LLC
UNCHANGED60860800%$41.6K$40.6K-$9852026-10-30
Maseco LLP
UNCHANGED60260200%$41.2K$40.2K-$9962026-10-27
Creative Capital Management Investments LLC
UNCHANGED60060000%$41.0K$40.1K-$9722026-10-28
Fairscale Capital, LLC
UNCHANGED59059000%$40.4K$36.0K-$4.3K2026-11-04
Financial Freedom, LLC
NEW578—+578——$38.6K—2026-11-06
Elevated Capital Advisors, LLC
DECREASED545564-19-3%$38.6K$36.4K-$2.2K2026-11-04
Richardson Capital Management LLC
UNCHANGED51951900%$35.5K$34.7K-$8412026-10-23
Gables Capital Management Inc.
UNCHANGED50050000%$34.2K$33.4K-$8102026-11-04
Comprehensive Financial Planning, Inc.
INCREASED483409+74+18%$28.0K$32.3K+$4.3K2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED46046000%$31.5K$30.7K-$7462026-10-23
Rossby Financial, LCC
NEW459—+459——$30.7K—2026-11-05
MidAtlantic Capital Management, Inc.
NEW452—+452——$30.2K—2026-11-05
MTM Investment Management, LLC
INCREASED450305+145+48%$20.9K$30.1K+$9.2K2026-10-30
Addison Advisors LLC
UNCHANGED44444400%$30.4K$29.7K-$7202026-11-06
Financial Management Professionals, Inc.
DECREASED439659-220-33%$45.1K$29.3K-$15.8K2026-10-23
Pension & Wealth Management Advisors, Inc.
UNCHANGED43643600%$29.9K$29.1K-$7072026-10-16
Register Financial Advisors LLC
UNCHANGED42542500%$29.1K$28.4K-$6882026-10-23
Wilkerson Advisory Group LLC
INCREASED419418+1+0%$28.7K$28.0K-$6782026-10-20
Balance Wealth Partners LLC
NEW414—+414——$27.7K—2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED40540500%$27.7K$27.1K-$6562026-10-22
Madden Securities Corp
NEW400—+400——$26.7K—2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED40040000%$27.4K$26.7K-$6482026-10-09
Avion Wealth
UNCHANGED38538500%$26$25-$12026-11-04
IFS Advisors, LLC
NEW378—+378——$25.2K—2026-10-14
Silver Grove Financial Group, Inc.
INCREASED37450+324+648%$3.4K$25.0K+$21.6K2026-11-05
Evolution Wealth Management Inc.
DECREASED358768-410-53%$52.5K$23.9K-$28.6K2026-10-28
Adirondack Trust Co
UNCHANGED34034000%$23.3K$22.7K-$5482026-10-14
DiNuzzo Private Wealth, Inc.
UNCHANGED32632600%$22.3K$21.8K-$5282026-10-16
Bangor Savings Bank
UNCHANGED31731700%$21.7K$21.2K-$5142026-10-06
Versant Capital Management, Inc
UNCHANGED31531500%$21.5K$21.0K-$5102026-10-02
Mechanics Financial Corp
UNCHANGED30530500%$20.9K$20.4K-$4942026-11-05
Laurel Wealth Advisors LLC
NEW300—+300——$20.0K—2026-10-27
Alpine Bank Wealth Management
UNCHANGED30030000%$20.5K$20.0K-$4862026-10-16
Legacy Bridge, LLC
UNCHANGED30030000%$20.5K$20.0K-$4862026-10-28
Highline Wealth Partners LLC
UNCHANGED29129100%$19.9K$19.4K-$4712026-10-19
Smallwood Wealth Investment Management, LLC
DECREASED289832-543-65%$56.9K$19.3K-$37.6K2026-10-30
Pflug Koory, LLC
UNCHANGED27827800%$19.0K$18.6K-$4512026-10-26
Vermillion Wealth Management, Inc.
DECREASED2665,802-5,536-95%$396.9K$17.8K-$379.1K2026-10-26
Biltmore Family Office, LLC
DECREASED255325-70-22%$22.2K$17.0K-$5.2K2026-11-03
Westside Investment Management, Inc.
UNCHANGED24524500%$16.8K$16.4K-$3962026-11-02
Strengthening Families & Communities, LLC
UNCHANGED24524500%$16.7K$16.3K-$3972026-10-21
Moisand Fitzgerald Tamayo, LLC
INCREASED240225+15+7%$15.4K$16.0K+$6372026-10-15
Root Financial Partners, LLC
NEW238—+238——$15.9K—2026-10-21
Fairman Group, LLC
UNCHANGED23723700%$16.2K$15.8K-$3842026-10-26
Ashton Thomas Securities, LLC
NEW228—+228——$15.2K—2026-10-26
Allspring Global Investments Holdings, LLC
DECREASED2113,166-2,955-93%$210.5K$14.1K-$196.4K2026-11-04
Aspect Partners, LLC
DECREASED2016,627-6,426-97%$453.4K$13.4K-$439.9K2026-10-20
Belvedere Trading LLC
NEW193—+193——$12.9K—2026-11-05
Montag A & Associates Inc
DECREASED1905,422-5,232-96%$370.9K$12.7K-$358.2K2026-10-29
American Capital Advisory, LLC
UNCHANGED18718700%$12.8K$12.5K-$3022026-10-28
Morling Financial Advisors, LLC
UNCHANGED18618600%$12.7K$12.4K-$3012026-10-28
Portfolio Resources Advisor Group, Inc.
UNCHANGED17817800%$12.2K$11.9K-$2882026-10-20
Markowski Investments
UNCHANGED17517500%$12.0K$11.7K-$2842026-10-30
IMG Wealth Management, Inc.
UNCHANGED16916900%$11.6K$11.3K-$2752026-10-27
High Note Wealth, LLC
UNCHANGED16816800%$11.5K$11.2K-$2722026-10-27
Provident Wealth Management, LLC
DECREASED165330-165-50%$22.6K$11.0K-$11.6K2026-10-20
Archer Investment Corp
DECREASED165291-126-43%$19.9K$11.0K-$8.9K2026-11-05
Heritage Family Offices, LLP
NEW150—+150——$10.0K—2026-11-02
Armor Investment Advisors, LLC
UNCHANGED15015000%$10.3K$10.0K-$2432026-10-27
Sima Wealth Partners, LLC
UNCHANGED15015000%$10.3K$10.0K-$2432026-10-19
Barnes Dennig Private Wealth Management LLC
DECREASED145179-34-19%$12.2K$9.7K-$2.6K2026-10-30
Rydar Equities, Inc.
NEW142—+142——$9.6K—2026-10-13
Granite FO LLC
UNCHANGED13813800%$9.4K$9.2K-$2242026-10-14
Mcdonald Partners LLC
INCREASED13254+78+144%$3.7K$8.8K+$5.1K2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED12712700%$8.7K$8.5K-$2062026-10-23
Catherine Avery Investment Management LLC
INCREASED120119+1+1%$8.1K$8.0K-$1262026-10-14
Quest 10 Wealth Builders, Inc.
UNCHANGED11011000%$7.5K$7.3K-$1782026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1061,461-1,355-93%$99.9K$7.1K-$92.9K2026-10-14
DB Fitzpatrick & Co, Inc
UNCHANGED10110100%$6.9K$6.7K-$1632026-10-19
Carolina Wealth Advisors, LLC
NEW100—+100——$6.7K—2026-10-23
West Paces Advisors Inc.
UNCHANGED10010000%$6.8K$6.7K-$1622026-10-13
Vima LLC
UNCHANGED10010000%$6.8K$6.7K-$1622026-10-23
Towne Trust Company, N.a
NEW91—+91——$6.1K—2026-10-28
Fortitude Family Office, LLC
UNCHANGED919100%$6.2K$6.1K-$1472026-10-14
Kingdom Financial Group Llc.
NEW90—+90——$6.0K—2026-11-04
PayPay Securities Corp
INCREASED8481+3+4%$5.5K$5.6K+$692026-10-27
Phillips Financial Management, LLC
UNCHANGED828200%$5.6K$5.5K-$1332026-10-19
Rakuten Securities, Inc.
INCREASED7720+57+285%$1.4K$5.1K+$3.8K2026-11-02
Daytona Street Capital LLC
UNCHANGED777700%$5.2K$5.3K+$1382026-10-15
Lynch Investment Planning, LLC
NEW75—+75——$5.0K—2026-10-27
Horrell Capital Management, Inc.
UNCHANGED757500%$5.1K$5.0K-$1222026-10-08
BankChampaign, National Association
UNCHANGED696900%$4.7K$4.6K-$1112026-10-19
Gleason Group, Inc.
UNCHANGED323200%$2.2K$2.2K-$532026-10-15
Compass Financial Management LLC
UNCHANGED313100%$2.0K$2.1K+$242026-10-30
High Point Wealth Management, LLC
UNCHANGED252500%$1.7K$1.7K-$412026-11-05
Nemes Rush Group LLC
UNCHANGED202000%$1.4K$1.3K-$322026-11-04
Fortis Group Advisors, LLC
DECREASED1628,653-28,637-100%$2.0M$1.1K-$2.0M2026-11-06
Armstrong Advisory Group, Inc
UNCHANGED161600%$1.1K$1.1K-$262026-10-09
Country Trust Bank
UNCHANGED161600%$1.1K$1.1K-$262026-10-30
GoalVest Advisory LLC
UNCHANGED131300%$889$868-$212026-10-02
Signature Equity Partners, LLC
NEW10—+10——$668—2026-10-29
William Mack & Associates, Inc.
NEW6—+6——$401—2026-10-27
Deutsche Bank Ag\
CLOSED0852,504-852,504-100%$58.3M$0-$58.3M2026-11-06
HWG Holdings LP
CLOSED0558,040-558,040-100%$38.2M$0-$38.2M2026-10-08
Verger Capital Management LLC
CLOSED0248,885-248,885-100%$17.0M$0-$17.0M2026-10-22
Kaydan Wealth Management, Inc.
CLOSED0232,524-232,524-100%$15.9M$0-$15.9M2026-10-08
Royal Fund Management, LLC
CLOSED0229,379-229,379-100%$15.7M$0-$15.7M2026-10-22
Sterling Capital Management LLC
CLOSED0125,999-125,999-100%$8.6M$0-$8.6M2026-10-22
International City Management Association Retirement Corp
CLOSED0101,350-101,350-100%$6.9M$0-$6.9M2026-10-26
Financial & Tax Architects, LLC
CLOSED094,607-94,607-100%$6.5M$0-$6.5M2026-10-15
Fluent Financial, LLC
CLOSED067,525-67,525-100%$4.6M$0-$4.6M2026-10-13
Founders Financial Securities LLC
CLOSED051,841-51,841-100%$3.5M$0-$3.5M2026-10-28
Wagner Wealth Management, Corp
CLOSED041,098-41,098-100%$2.8M$0-$2.8M2026-10-20
Jefferies Financial Group Inc.
CLOSED036,565-36,565-100%$2.5M$0-$2.5M2026-11-05
Surience Private Wealth LLC
CLOSED023,145-23,145-100%$1.6M$0-$1.6M2026-10-16
Galvin, Gaustad & Stein, LLC
CLOSED022,455-22,455-100%$1.5M$0-$1.5M2026-10-08
J2 Capital Management Inc
CLOSED021,393-21,393-100%$1.5M$0-$1.5M2026-10-19
Ballast Rock Private Wealth LLC
CLOSED021,198-21,198-100%$1.5M$0-$1.5M2026-10-26
Newport Capital Group, LLC
CLOSED020,431-20,431-100%$1.4M$0-$1.4M2026-10-16
MFG Wealth Management, Inc.
CLOSED019,676-19,676-100%$1.3M$0-$1.3M2026-10-09
G&S Capital LLC
CLOSED019,534-19,534-100%$1.3M$0-$1.3M2026-10-23
Everett Harris & Co
CLOSED015,527-15,527-100%$1.1M$0-$1.1M2026-10-28
New Wave Wealth Advisors LLC
CLOSED015,452-15,452-100%$1.1M$0-$1.1M2026-10-19
Fund Evaluation Group, LLC
CLOSED013,870-13,870-100%$948.9K$0-$948.9K2026-11-05
Commonwealth Financial Services, LLC
CLOSED011,491-11,491-100%$786.1K$0-$786.1K2026-10-20
Ibex Wealth Advisors
CLOSED07,684-7,684-100%$525.7K$0-$525.7K2026-11-06
Balboa Wealth Partners
CLOSED05,765-5,765-100%$394.4K$0-$394.4K2026-10-20
Dana Investment Advisors, Inc.
CLOSED05,720-5,720-100%$391.3K$0-$391.3K2026-11-06
Pettinga Financial Advisors LLC
CLOSED04,913-4,913-100%$336.1K$0-$336.1K2026-10-13
FDx Advisors, Inc.
CLOSED04,703-4,703-100%$322.0K$0-$322.0K2026-11-05
Seros Financial, LLC
CLOSED04,523-4,523-100%$309.4K$0-$309.4K2026-10-21
Wellington Shields Capital Management, LLC
CLOSED04,000-4,000-100%$273.6K$0-$273.6K2026-11-03
TKG Advisors, LLC
CLOSED03,796-3,796-100%$259.7K$0-$259.7K2026-11-02
DeLarme Wealth Management, Inc.
CLOSED03,251-3,251-100%$222.4K$0-$222.4K2026-10-30
McElhenny Sheffield Capital Management, LLC
CLOSED03,126-3,126-100%$213.9K$0-$213.9K2026-11-06
GC Wealth Management RIA, LLC
CLOSED03,112-3,112-100%$212.9K$0-$212.9K2026-11-02
True North Advisors, LLC
CLOSED03,086-3,086-100%$211.1K$0-$211.1K2026-10-22
Cypress Capital Group
CLOSED03,040-3,040-100%$208.0K$0-$208.0K2026-11-03
Lazard Freres Gestion S.A.S.
CLOSED03,000-3,000-100%$205.0K$0-$205.0K2026-11-03
Strategic Family Wealth Counselors, L.L.C.
CLOSED02,986-2,986-100%$204.3K$0-$204.3K2026-10-29
Beaumont Financial Advisors, LLC
CLOSED02,976-2,976-100%$203.6K$0-$203.6K2026-10-22
Gutierrez Wealth Advisory, LLC
CLOSED02,956-2,956-100%$202.2K$0-$202.2K2026-11-02
Tempo Wealth, LLC
CLOSED02,937-2,937-100%$200.9K$0-$200.9K2026-10-14
Robinswood Financial LLC
CLOSED02,769-2,769-100%$189.4K$0-$189.4K2026-10-20
BankPlus Trust Department
CLOSED02,473-2,473-100%$169.2K$0-$169.2K2026-11-06
First Pacific Financial
CLOSED0251-251-100%$17.2K$0-$17.2K2026-10-14
Hoese & Co LLP
CLOSED0102-102-100%$7.0K$0-$7.0K2026-10-21
Brooklyn FI, LLC
CLOSED085-85-100%$5.5K$0-$5.5K2026-11-05
Activest Wealth Management
CLOSED074-74-100%$5.1K$0-$5.1K2026-10-15
Nfsg Corp
CLOSED073-73-100%$5.0K$0-$5.0K2026-10-15
Ironwood Wealth Management, Llc.
CLOSED059-59-100%$4.0K$0-$4.0K2026-10-28
Stone House Investment Management, LLC
CLOSED052-52-100%$3.6K$0-$3.6K2026-10-23
Key Capital Management, Inc
CLOSED025-25-100%$1.7K$0-$1.7K2026-11-03
Acumen Wealth Advisors, LLC
CLOSED010-10-100%$685$0-$6852026-11-05
Mondrian Investment Partners LTD
CLOSED08-8-100%$560$0-$5602026-10-23
Tucker Asset Management LLC
CLOSED01-1-100%$68$0-$682026-10-29
Bank of America Corp
N/A—40,796,593-40,796,593-100%$2.8B———
Morgan Stanley
N/A—38,612,778-38,612,778-100%$2.6B———
BlackRock, Inc.
N/A—19,096,026-19,096,026-100%$1.3B———
Wells Fargo & Company
N/A—13,964,117-13,964,117-100%$955.3M———
Goldman Sachs Group Inc
N/A—12,400,465-12,400,465-100%$848.3M———
UBS Group AG
N/A—11,560,552-11,560,552-100%$790.9M———
JPMorgan Chase & Co
N/A—11,207,326-11,207,326-100%$755.7M———
Royal Bank of Canada
N/A—6,052,375-6,052,375-100%$414.0M———
Board of Trustees of The Leland Stanford Junior University
N/A—5,406,282-5,406,282-100%$369.8M———
Clal Insurance Enterprises Holdings Ltd
N/A—5,010,106-5,010,106-100%$342.7M———
Bank of Montreal
N/A—4,415,489-4,415,489-100%$302.1M———
Acadian Asset Management LLC
N/A—3,647,515-3,647,515-100%$249.5M———
Envestnet Asset Management Inc
N/A—2,704,404-2,704,404-100%$185.0M———
Bank of Nova Scotia
N/A—2,555,879-2,555,879-100%$174.8M———
Raymond James Financial Inc
N/A—2,511,063-2,511,063-100%$171.8M———
State of Wisconsin Investment Board
N/A—2,480,428-2,480,428-100%$169.7M———
Millennium Management LLC
N/A—2,399,630-2,399,630-100%$164.2M———
Hirtle & Co., LLC
N/A—1,887,366-1,887,366-100%$129.1M———
BNP Paribas Financial Markets
N/A—1,782,907-1,782,907-100%$122.0M———
Mariner, LLC
N/A—1,777,002-1,777,002-100%$121.6M———
Ilmarinen Mutual Pension Insurance Co
N/A—1,542,754-1,542,754-100%$105.5M———
HighTower Advisors, LLC
N/A—1,418,146-1,418,146-100%$97.0M———
Sand Hill Global Advisors, LLC
N/A—1,279,350-1,279,350-100%$87.5M———
Jain Global LLC
N/A—1,250,889-1,250,889-100%$85.6M———
Cetera Investment Advisers
N/A—1,212,678-1,212,678-100%$83.0M———
Osaic Holdings, Inc.
N/A—1,209,998-1,209,998-100%$82.8M———
FMR LLC
N/A—1,205,822-1,205,822-100%$82.5M———
Rockefeller Capital Management L.P.
N/A—1,205,299-1,205,299-100%$82.5M———
Stifel Financial Corp
N/A—1,161,244-1,161,244-100%$79.4M———
Squarepoint Ops LLC
N/A—1,152,899-1,152,899-100%$78.9M———
Tudor Investment Corp ET AL
N/A—1,016,061-1,016,061-100%$69.5M———
Connable Office Inc
N/A—960,965-960,965-100%$65.7M———
National Bank of Canada
N/A—946,843-946,843-100%$64.8M———
SG Americas Securities, LLC
N/A—929,275-929,275-100%$63.6M———
Allstate Corp
N/A—925,445-925,445-100%$63.3M———
USA Financial Formulas
N/A—889,999-889,999-100%$60.9M———
CIBC Bancorp USA Inc.
N/A—885,916-885,916-100%$60.6M———
Focus Partners Wealth
N/A—881,298-881,298-100%$60.3M———
Phoenix Financial Ltd.
N/A—880,828-880,828-100%$60.3M———
Lazard Asset Management LLC
N/A—816,454-816,454-100%$55.9M———
Captrust Financial Advisors
N/A—802,767-802,767-100%$54.9M———
Erste Asset Management GmbH
N/A—797,119-797,119-100%$49.0M———
Northern Trust Corp
N/A—769,883-769,883-100%$52.7M———
Granite Bay Wealth Management, LLC
N/A—759,524-759,524-100%$52.0M———
Koss-Olinger Consulting, LLC
N/A—743,148-743,148-100%$50.8M———
Northwestern Mutual Wealth Management Co
N/A—726,259-726,259-100%$49.7M———
Capitolis Liquid Global Markets LLC
N/A—718,000-718,000-100%$49.1M———
Mizuho Markets Americas LLC
N/A—713,800-713,800-100%$48.8M———
Parkwood LLC
N/A—710,000-710,000-100%$48.6M———
M&T Bank Corp
N/A—707,423-707,423-100%$48.4M———
Mitsubishi UFJ Trust & Banking Corp
N/A—703,371-703,371-100%$48.1M———
Nearwater Capital Markets, Ltd
N/A—700,000-700,000-100%$47.9M———
First Western Trust Bank
N/A—660,248-660,248-100%$45.2M———
Man Group plc
N/A—628,800-628,800-100%$43.0M———
Capstone Investment Advisors, LLC
N/A—605,065-605,065-100%$41.4M———
Huntington National Bank
N/A—585,827-585,827-100%$40.1M———
Westwood Holdings Group Inc
N/A—585,604-585,604-100%$40.1M———
SEI Investments Co
N/A—582,678-582,678-100%$39.9M———
Prudential PLC
N/A—564,350-564,350-100%$38.6M———
Checchi Capital Advisers, LLC
N/A—544,579-544,579-100%$37.3M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—531,185-531,185-100%$36.3M———
Schonfeld Strategic Advisors LLC
N/A—531,015-531,015-100%$36.3M———
MML Investors Services, LLC
N/A—520,563-520,563-100%$35.6M———
Baird Financial Group, Inc.
N/A—520,252-520,252-100%$35.6M———
Franklin Resources Inc
N/A—508,280-508,280-100%$34.8M———
Commerce Bank
N/A—495,439-495,439-100%$33.9M———
Quent Capital, LLC
N/A—495,204-495,204-100%$33.9M———
Glenmede Trust Co NA
N/A—493,039-493,039-100%$33.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—481,363-481,363-100%$32.9M———
Itau Unibanco Holding S.A.
N/A—470,600-470,600-100%$32.2M———
HSBC Holdings PLC
N/A—468,107-468,107-100%$31.7M———
EFG International AG
N/A—442,311-442,311-100%$30.3M———
Cerity Partners LLC
N/A—437,620-437,620-100%$29.9M———
Mercer Global Advisors Inc
N/A—435,970-435,970-100%$29.8M———
Coldstream Capital Management Inc
N/A—433,242-433,242-100%$29.6M———
Banco Santander, S.A.
N/A—430,192-430,192-100%$29.4M———
Allianz SE
N/A—424,056-424,056-100%$29.0M———
WIT, LLC
N/A—412,144-412,144-100%$28.2M———
CIBC World Market Inc.
N/A—400,003-400,003-100%$27.4M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—392,152-392,152-100%$26.8M———
Atlas Legacy Advisors, LLC
N/A—387,507-387,507-100%$26.5M———
All Terrain Financial Advisors, LLC
N/A—369,473-369,473-100%$25.3M———
Common Fund for Nonprofit Organizations
N/A—361,267-361,267-100%$24.7M———
Allium Financial Advisors, LLC
N/A—356,385-356,385-100%$24.4M———
Balyasny Asset Management L.P.
N/A—349,321-349,321-100%$23.9M———
Tandem Wealth Advisors LLC
N/A—347,610-347,610-100%$23.8M———
Okabena Investment Services Inc
N/A—331,530-331,530-100%$22.7M———
Prudential Financial Inc
N/A—318,766-318,766-100%$21.8M———
Azimuth Capital Investment Management LLC
N/A—314,986-314,986-100%$21.5M———
Resona Asset Management Co.,Ltd.
N/A—314,456-314,456-100%$21.5M———
Pathstone Holdings, LLC
N/A—309,582-309,582-100%$21.2M———
Stansberry Asset Management, LLC
N/A—308,634-308,634-100%$21.1M———
Cresset Asset Management, LLC
N/A—283,219-283,219-100%$19.4M———
Stock Yards Bank & Trust Co
N/A—272,321-272,321-100%$18.6M———
AQR Capital Management LLC
N/A—271,002-271,002-100%$18.5M———
Beacon Pointe Advisors, LLC
N/A—268,729-268,729-100%$18.4M———
Modern Wealth Management, LLC
N/A—267,005-267,005-100%$18.3M———
Dimension Capital Management LLC
N/A—264,901-264,901-100%$18.1M———
Equitable Holdings, Inc.
N/A—260,395-260,395-100%$17.8M———
Jasper Ridge Partners, L.P.
N/A—254,150-254,150-100%$17.4M———
Blair William & Co
N/A—253,766-253,766-100%$17.4M———
SCS Capital Management LLC
N/A—253,676-253,676-100%$17.4M———
Wellington Management Group LLP
N/A—250,815-250,815-100%$17.2M———
Waverly Advisors, LLC
N/A—239,228-239,228-100%$16.4M———
BW Gestao de Investimentos Ltda.
N/A—238,968-238,968-100%$16.3M———
Pinnacle Financial Partners, Inc.
N/A—237,167-237,167-100%$16.2M———
Moneta Group Investment Advisors LLC
N/A—235,310-235,310-100%$16.1M———
Napier Financial, LLC
N/A—232,637-232,637-100%$15.9M———
MAI Capital Management
N/A—231,209-231,209-100%$15.8M———
First Commonwealth Financial Corp
N/A—227,322-227,322-100%$15.6M———
Keel Point, LLC
N/A—225,535-225,535-100%$15.4M———
Advisors Preferred, LLC
N/A—219,086-219,086-100%$14.4M———
Annandale Capital, LLC
N/A—210,809-210,809-100%$14.4M———
Measured Wealth Private Client Group, LLC
N/A—205,993-205,993-100%$14.1M———
Metropolitan Life Insurance Co
N/A—202,478-202,478-100%$13.9M———
Field & Main Bank
N/A—199,651-199,651-100%$13.7M———
LGL Partners, LLC
N/A—198,768-198,768-100%$13.6M———
Freestone Capital Holdings, LLC
N/A—194,335-194,335-100%$13.3M———
Geneos Wealth Management Inc.
N/A—189,707-189,707-100%$13.0M———
Nuveen, LLC
N/A—176,641-176,641-100%$12.1M———
Sanctuary Advisors, LLC
N/A—173,160-173,160-100%$11.8M———
Caisse de Depot ET Placement DU Quebec
N/A—171,763-171,763-100%$11.8M———
Marshall Wace, LLP
N/A—167,260-167,260-100%$11.4M———
Rathbones Group PLC
N/A—164,693-164,693-100%$11.3M———
First National Bank of Omaha
N/A—164,365-164,365-100%$11.1M———
Callan Family Office, LLC
N/A—160,876-160,876-100%$11.0M———
Fiduciary Trust Co
N/A—160,095-160,095-100%$11.0M———
Bessemer Group Inc
N/A—158,857-158,857-100%$10.9M———
Bradley Foster & Sargent Inc
N/A—157,086-157,086-100%$10.7M———
Portland Global Advisors LLC
N/A—155,651-155,651-100%$10.6M———
Federation des caisses Desjardins du Quebec
N/A—155,395-155,395-100%$10.6M———
NewEdge Advisors, LLC
N/A—149,662-149,662-100%$10.2M———
EP Wealth Advisors, LLC
N/A—146,997-146,997-100%$10.1M———
UBS Asset Management Americas LLC
N/A—146,418-146,418-100%$10.0M———
Centiva Capital, LP
N/A—145,056-145,056-100%$9.9M———
Regal Investment Advisors LLC
N/A—144,108-144,108-100%$9.9M———
Whittier Trust Co of Nevada Inc
N/A—143,175-143,175-100%$9.4M———
Friends of the Cornell LAB of Ornithology, Inc.
N/A—141,872-141,872-100%$9.7M———
Trustmark Bank Trust Department
N/A—141,768-141,768-100%$9.7M———
Allie Family Office LLC
N/A—141,232-141,232-100%$9.7M———
Lifeworks Advisors, LLC
N/A—140,575-140,575-100%$9.6M———
Victory Capital Management Inc
N/A—140,098-140,098-100%$9.6M———
Janney Montgomery Scott LLC
N/A—139,054-139,054-100%$9.5M———
Rafferty Asset Management, LLC
N/A—138,859-138,859-100%$9.5M———
Whittier Trust Co
N/A—132,714-132,714-100%$9.0M———
Arax Advisory Partners
N/A—132,594-132,594-100%$9.1M———
Private Advisor Group, LLC
N/A—132,377-132,377-100%$9.1M———
&partners
N/A—128,233-128,233-100%$8.8M———
Horizon Bancorp Inc
N/A—125,091-125,091-100%$8.6M———
Curi Capital, LLC
N/A—124,351-124,351-100%$8.5M———
Stratos Wealth Partners, Ltd.
N/A—123,323-123,323-100%$8.4M———
Ballentine Partners, LLC
N/A—122,042-122,042-100%$8.3M———
Steward Partners Investment Advisory, LLC
N/A—121,767-121,767-100%$8.3M———
Urban Financial Advisory Corp
N/A—120,154-120,154-100%$8.2M———
Hancock Whitney Corp
N/A—115,560-115,560-100%$7.9M———
Summit Financial, LLC
N/A—115,498-115,498-100%$7.9M———
Ausdal Financial Partners, Inc.
N/A—115,333-115,333-100%$7.9M———
Price T Rowe Associates Inc
N/A—113,970-113,970-100%$7.8M———
RWA Wealth Partners, LLC
N/A—112,160-112,160-100%$7.7M———
Sumitomo Mitsui Financial Group, Inc.
N/A—111,721-111,721-100%$7.6M———
Boxwood Ventures, Inc.
N/A—110,576-110,576-100%$7.6M———
Harvest Investment Advisors, LLC
N/A—109,321-109,321-100%$7.5M———
Bridges Investment Management Inc
N/A—108,908-108,908-100%$7.5M———
BFC Planning, Inc.
N/A—108,299-108,299-100%$7.4M———
Highview Capital Management LLC
N/A—107,136-107,136-100%$7.3M———
Camarda Financial Advisors, LLC
N/A—102,543-102,543-100%$7.0M———
Global Retirement Partners, LLC
N/A—101,643-101,643-100%$7.0M———
Up Capital Management, Inc.
N/A—101,561-101,561-100%$6.9M———
First Manhattan Co. Llc.
N/A—101,316-101,316-100%$6.9M———
FFT Wealth Management LLC
N/A—101,287-101,287-100%$6.9M———
Fiducient Advisors LLC
N/A—101,251-101,251-100%$6.9M———
1ST Source Bank
N/A—100,069-100,069-100%$6.8M———
Westport Asset Management Inc
N/A—100,000-100,000-100%$6.8M———
Migdal Insurance & Financial Holdings Ltd.
N/A—99,516-99,516-100%$6.8M———
Summit Trail Advisors, LLC
N/A—99,258-99,258-100%$6.8M———
Stelac Advisory Services LLC
N/A—98,920-98,920-100%$6.8M———
Alexis Investment Partners, LLC
N/A—98,836-98,836-100%$6.7M———
Focus Partners Advisor Solutions, LLC
N/A—98,766-98,766-100%$6.8M———
Quantum Portfolio Management LLC
N/A—97,269-97,269-100%$6.7M———
Lbmc Investment Advisors, LLC
N/A—95,835-95,835-100%$6.6M———
Partners Capital Investment Group, LLP
N/A—94,056-94,056-100%$6.4M———
Vestmark Advisory Solutions, Inc.
N/A—90,796-90,796-100%$6.2M———
Widmann Financial Services, Inc.
N/A—88,042-88,042-100%$6.0M———
Brown Advisory Inc
N/A—87,763-87,763-100%$6.0M———
AlTi Global, Inc.
N/A—85,939-85,939-100%$5.9M———
Harbour Investments, Inc.
N/A—85,710-85,710-100%$5.9M———
Allianz Asset Management GmbH
N/A—81,478-81,478-100%$5.6M———
LSP Investment Advisors, LLC
N/A—80,012-80,012-100%$5.5M———
Simmons Bank
N/A—79,896-79,896-100%$5.5M———
Twin Focus Capital Partners, LLC
N/A—79,087-79,087-100%$5.4M———
Syon Capital LLC
N/A—78,904-78,904-100%$5.4M———
NewEdge Wealth, LLC
N/A—76,639-76,639-100%$5.2M———
Summit Wealth & Retirement Planning, Inc.
N/A—75,857-75,857-100%$5.2M———
URS Advisory LLC
N/A—75,524-75,524-100%$5.2M———
Constant Guidance Financial LLC
N/A—75,444-75,444-100%$5.2M———
Fourth Dimension Wealth, LLC
N/A—75,201-75,201-100%$5.1M———
Belpointe Asset Management LLC
N/A—75,145-75,145-100%$5.1M———
Causeway Capital Management LLC
N/A—74,974-74,974-100%$5.1M———
First American Trust, FSB
N/A—74,271-74,271-100%$5.1M———
Composition Wealth, LLC
N/A—74,196-74,196-100%$5.1M———
Financial Advisors Network, Inc.
N/A—73,635-73,635-100%$5.0M———
Toronto Dominion Bank
N/A—73,168-73,168-100%$5.0M———
Asset Management Group, Inc.
N/A—73,004-73,004-100%$5.0M———
Wealthspire Advisors, LLC
N/A—72,139-72,139-100%$4.9M———
Kayne Anderson Rudnick Investment Management LLC
N/A—71,845-71,845-100%$4.9M———
Quantinno Capital Management LP
N/A—71,524-71,524-100%$4.9M———
Connors Investor Services Inc
N/A—71,043-71,043-100%$4.9M———
Jones Financial Companies Lllp
N/A—70,291-70,291-100%$4.7M———
Advisory Services Network, LLC
N/A—70,213-70,213-100%$4.8M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—68,700-68,700-100%$4.7M———
IEQ Capital, LLC
N/A—68,578-68,578-100%$4.7M———
Dorsey Wright & Associates
N/A—68,198-68,198-100%$4.7M———
Pinnacle Family Advisors, LLC
N/A—67,873-67,873-100%$4.6M———
Chicago Wealth Management, Inc.
N/A—67,569-67,569-100%$4.6M———
United Capital Financial Advisors, LLC
N/A—66,363-66,363-100%$4.5M———
Larch Capital Partners LLC
N/A—65,817-65,817-100%$4.5M———
Earnest Partners LLC
N/A—65,651-65,651-100%$4.5M———
Johnson Investment Counsel Inc
N/A—64,114-64,114-100%$4.4M———
Scotia Capital Inc.
N/A—63,623-63,623-100%$4.4M———
Bluespring Wealth Management, LLC
N/A—62,576-62,576-100%$4.3M———
Integrated Investment Consultants, LLC
N/A—62,435-62,435-100%$4.3M———
Alliancebernstein L.P.
N/A—61,340-61,340-100%$3.5M———
Ethos Financial Group, LLC
N/A—60,990-60,990-100%$3.8M———
Graham Capital Management, L.P.
N/A—60,656-60,656-100%$4.1M———
Centaurus Financial, Inc.
N/A—59,486-59,486-100%$4.1M———
Kovack Advisors, Inc.
N/A—59,326-59,326-100%$4.0M———
Concord Investment Counsel Inc.
N/A—59,281-59,281-100%$4.1M———
Laird Norton Wetherby Trust Company, LLC
N/A—58,623-58,623-100%$4.0M———
Smithfield Trust Co
N/A—58,600-58,600-100%$4.0M———
M1 Capital Management LLC
N/A—57,951-57,951-100%$4.0M———
1832 Asset Management L.P.
N/A—57,831-57,831-100%$4.0M———
HFG Advisors, Inc.
N/A—57,016-57,016-100%$3.9M———
Edmond de Rothschild Holding S.A.
N/A—56,727-56,727-100%$3.9M———
Index Technologies Group LLC
N/A—56,257-56,257-100%$3.8M———
World Investment Advisors
N/A—56,122-56,122-100%$3.2M———
Richard W. Paul & Associates, LLC
N/A—55,443-55,443-100%$3.8M———
New York State Common Retirement Fund
N/A—54,675-54,675-100%$3.7M———
Arkadios Wealth Advisors
N/A—54,644-54,644-100%$3.7M———
Tobias Financial Advisors, Inc.
N/A—53,373-53,373-100%$3.7M———
ExodusPoint Capital Management, LP
N/A—51,800-51,800-100%$3.5M———
Summitpoint Capital Management
N/A—50,446-50,446-100%$3.5M———
Volterra Technologies LP
N/A—50,204-50,204-100%$3.4M———
Aureus Asset Management, LLC
N/A—50,121-50,121-100%$3.4M———
Wealthedge Investment Advisors, LLC
N/A—49,229-49,229-100%$3.4M———
Provident Co of the Employees of the Hebrew University LTD
N/A—48,927-48,927-100%$3.3M———
Gladstone Institutional Advisory LLC
N/A—48,612-48,612-100%$3.3M———
Integrated Wealth Concepts LLC
N/A—48,115-48,115-100%$3.3M———
Balanced Wealth Group LLC
N/A—47,832-47,832-100%$3.3M———
Voya Investment Management LLC
N/A—47,720-47,720-100%$3.3M———
Legacy Capital Group California, Inc.
N/A—47,529-47,529-100%$3.3M———
OneDigital Investment Advisors LLC
N/A—47,436-47,436-100%$3.2M———
Glen Eagle Advisors, LLC
N/A—45,494-45,494-100%$3.1M———
First Foundation Advisors
N/A—45,036-45,036-100%$3.1M———
Bank of Hawaii
N/A—44,136-44,136-100%$3.0M———
First Financial Bankshares Inc
N/A—43,894-43,894-100%$3.0M———
BNP Paribas
N/A—43,704-43,704-100%$3.0M———
Insigneo Advisory Services, LLC
N/A—43,140-43,140-100%$3.0M———
Credit Agricole S A
N/A—43,062-43,062-100%$2.9M———
Bolthouse Investments, LLC
N/A—42,300-42,300-100%$2.9M———
Westshore Wealth, LLC
N/A—42,011-42,011-100%$2.9M———
Pure Financial Advisors, LLC
N/A—41,710-41,710-100%$2.9M———
Fort Point Capital Partners LLC
N/A—41,270-41,270-100%$2.8M———
Mutual Advisors, LLC
N/A—40,935-40,935-100%$2.8M———
Cliffwater LLC
N/A—40,400-40,400-100%$2.8M———
Bulltick Wealth Management, LLC
N/A—40,063-40,063-100%$2.7M———
Silvercrest Asset Management Group LLC
N/A—39,667-39,667-100%$2.7M———
O'shaughnessy Asset Management, LLC
N/A—39,142-39,142-100%$2.7M———
Kropog Financial Group, LLC
N/A—38,761-38,761-100%$2.7M———
Vance Wealth, LLC
N/A—38,742-38,742-100%$2.7M———
Crewe Advisors LLC
N/A—38,133-38,133-100%$2.6M———
Bartlett & Co. Wealth Management LLC
N/A—37,874-37,874-100%$2.6M———
Private Wealth Asset Management, LLC
N/A—37,759-37,759-100%$2.6M———
Smith, Moore & Co.
N/A—37,757-37,757-100%$2.6M———
Fidelis Capital Partners, LLC
N/A—37,666-37,666-100%$2.6M———
BSW Wealth Partners
N/A—37,381-37,381-100%$2.6M———
Financial Engines Advisors L.L.C.
N/A—37,225-37,225-100%$2.5M———
Webster Bank, N. A.
N/A—37,073-37,073-100%$2.5M———
RPg Family Wealth Advisory, LLC
N/A—36,477-36,477-100%$2.5M———
Next Capital Management LLC
N/A—36,459-36,459-100%$2.5M———
DRW Securities, LLC
N/A—36,437-36,437-100%$2.5M———
Calton & Associates, Inc.
N/A—36,341-36,341-100%$2.5M———
Nepc LLC
N/A—36,131-36,131-100%$2.5M———
Risk Paradigm Group, LLC
N/A—35,689-35,689-100%$2.4M———
Susquehanna International Group, LLP
N/A—35,347-35,347-100%$2.4M———
Pine Valley Investments Ltd Liability Co
N/A—35,319-35,319-100%$2.4M———
Peapack Gladstone Financial Corp
N/A—34,693-34,693-100%$2.4M———
Schroder Investment Management Group
N/A—34,500-34,500-100%$2.4M———
Cambient Family Office, LLC
N/A—34,077-34,077-100%$2.3M———
Capital Group Private Client Services, Inc.
N/A—34,012-34,012-100%$2.3M———
Expressive Wealth LLC
N/A—33,407-33,407-100%$2.3M———
Rehmann Capital Advisory Group
N/A—33,239-33,239-100%$2.3M———
IFG Advisory, LLC
N/A—32,877-32,877-100%$2.2M———
Stratos Wealth Advisors, LLC
N/A—32,280-32,280-100%$2.2M———
Novare Capital Management LLC
N/A—32,170-32,170-100%$2.2M———
Harbor Advisory Corp
N/A—32,039-32,039-100%$2.2M———
NerdWallet Wealth Partners, LLC
N/A—31,891-31,891-100%$2.2M———
Invictus Private Wealth, LLC
N/A—31,499-31,499-100%$2.2M———
River Wealth Advisors LLC
N/A—31,451-31,451-100%$2.2M———
Dark Forest Capital Management LP
N/A—31,398-31,398-100%$2.1M———
Sequoia Financial Advisors, LLC
N/A—31,351-31,351-100%$2.1M———
Roundview Capital LLC
N/A—30,909-30,909-100%$2.1M———
Neuberger Berman Group LLC
N/A—30,669-30,669-100%$2.1M———
AE Wealth Management LLC
N/A—30,215-30,215-100%$2.1M———
Heritage Trust Co
N/A—29,946-29,946-100%$2.0M———
Principal Securities, Inc.
N/A—29,900-29,900-100%$2.0M———
Truepoint, Inc.
N/A—29,742-29,742-100%$2.0M———
Tiemann Investment Advisors, LLC
N/A—29,275-29,275-100%$2.0M———
Stephens Inc
N/A—28,459-28,459-100%$1.9M———
Caprock Group, LLC
N/A—28,324-28,324-100%$1.9M———
Renaissance Technologies LLC
N/A—28,200-28,200-100%$1.9M———
Klingenstein Fields & Co LP
N/A—27,904-27,904-100%$1.9M———
Keystone Financial Group
N/A—27,894-27,894-100%$1.9M———
Audent Global Asset Management, LLC
N/A—27,773-27,773-100%$1.9M———
New Republic Capital, LLC
N/A—27,420-27,420-100%$1.9M———
JMG Financial Group, Ltd.
N/A—27,321-27,321-100%$1.9M———
Argent Trust Co
N/A—27,009-27,009-100%$1.8M———
Harvest Investment Services, LLC
N/A—26,815-26,815-100%$1.8M———
Purpose Unlimited Inc.
N/A—25,847-25,847-100%$1.8M———
WCG Wealth Advisors LLC
N/A—25,814-25,814-100%$1.8M———
Moneda S.A. Administradora General de Fondos
N/A—25,721-25,721-100%$1.8M———
Orion Porfolio Solutions, LLC
N/A—24,987-24,987-100%$1.7M———
Gotham Asset Management, LLC
N/A—24,770-24,770-100%$1.7M———
GHE, LLC
N/A—23,481-23,481-100%$1.6M———
Capital Analysts, LLC
N/A—23,412-23,412-100%$1.6M———
Two Sigma Securities, LLC
N/A—23,006-23,006-100%$1.6M———
Tidal Investments LLC
N/A—23,000-23,000-100%$1.6M———
NorthRock Partners, LLC
N/A—22,916-22,916-100%$1.6M———
Marex Group Ltd
N/A—22,874-22,874-100%$1.6M———
Nwam LLC
N/A—22,267-22,267-100%$1.5M———
Retirement Income Solutions, Inc
N/A—22,207-22,207-100%$1.3M———
Pacific Financial Group Inc
N/A—22,047-22,047-100%$1.5M———
British Columbia Investment Management Corp
N/A—22,000-22,000-100%$1.5M———
Ramirez Asset Management, Inc.
N/A—21,501-21,501-100%$1.5M———
Navellier & Associates Inc
N/A—21,261-21,261-100%$1.5M———
Prosperity Consulting Group, LLC
N/A—21,246-21,246-100%$1.5M———
Sovereign Financial Group, Inc.
N/A—21,024-21,024-100%$1.4M———
Osborne Partners Capital Management, LLC
N/A—20,910-20,910-100%$1.4M———
Colter Lewis Investment Partners LLC
N/A—20,791-20,791-100%$1.4M———
Hudson Portfolio Management LLC
N/A—20,763-20,763-100%$1.4M———
Independent Family Office, LLC
N/A—20,688-20,688-100%$1.4M———
Coign Capital Advisors LLC
N/A—20,368-20,368-100%$1.4M———
Sovereign Investment Advisors, LLC
N/A—20,337-20,337-100%$1.4M———
LaSalle St. Investment Advisors, LLC
N/A—20,304-20,304-100%$1.4M———
Basecamp Wealth Advisors LLC
N/A—20,270-20,270-100%$1.4M———
Roble, Belko & Company, Inc
N/A—20,072-20,072-100%$1.4M———
Natixis Advisors, LLC
N/A—19,852-19,852-100%$1.4M———
Evercore Wealth Management, LLC
N/A—19,797-19,797-100%$1.4M———
Bramshill Investments, LLC
N/A—19,757-19,757-100%$1.4M———
Johnson Financial Group, Inc.
N/A—19,680-19,680-100%$1.3M———
Tocqueville Asset Management L.P.
N/A—19,442-19,442-100%$1.3M———
Morris Financial Concepts, Inc.
N/A—19,372-19,372-100%$1.3M———
Ridge Creek Global, Inc
N/A—19,269-19,269-100%$1.3M———
Whalerock Point Partners, LLC
N/A—18,986-18,986-100%$1.3M———
Chilton Investment Co Inc.
N/A—18,900-18,900-100%$1.3M———
Texas Yale Capital Corp.
N/A—18,259-18,259-100%$1.2M———
Bitterroot Capital Advisors LLC
N/A—18,102-18,102-100%$1.2M———
Vanguard National Trust Co
N/A—17,697-17,697-100%$1.2M———
Perennial Investment Advisors, LLC
N/A—17,651-17,651-100%$1.2M———
Ancora Advisors LLCA
N/A—17,470-17,470-100%$1.2M———
Credit Industriel ET Commercial
N/A—17,468-17,468-100%$1.2M———
Cardiff Park Advisors, LLC
N/A—17,348-17,348-100%$1.2M———
Forum Finance Group S.A.
N/A—17,169-17,169-100%$949———
RiverFront Investment Group, LLC
N/A—16,931-16,931-100%$1.2M———
Arcus Capital Partners, LLC
N/A—16,924-16,924-100%$1.2M———
Haverford Trust Co
N/A—16,794-16,794-100%$1.1M———
Cedar Wealth Management, LLC
N/A—16,379-16,379-100%$1.1M———
Savvy Advisors, Inc.
N/A—16,281-16,281-100%$1.1M———
Wealthspire Retirement, LLC
N/A—16,121-16,121-100%$1.1M———
One Wealth Advisors, LLC
N/A—15,949-15,949-100%$1.1M———
Gambit Capital Management, LLC
N/A—15,911-15,911-100%$1.1M———
Western Wealth Management, LLC
N/A—15,737-15,737-100%$1.1M———
Florida Financial Advisors, LLC
N/A—15,685-15,685-100%$1.1M———
IHT Wealth Management, LLC
N/A—15,623-15,623-100%$1.1M———
Stonebridge Capital Advisors LLC
N/A—15,600-15,600-100%$1.1M———
Nomura Asset Management International Inc.
N/A—15,530-15,530-100%$1.1M———
Hexagon Capital Partners LLC
N/A—15,522-15,522-100%$1.1M———
Bridgewater Advisors Inc.
N/A—15,485-15,485-100%$996.0K———
Verition Fund Management LLC
N/A—15,392-15,392-100%$1.1M———
Rothschild Wealth LLC
N/A—15,339-15,339-100%$1.0M———
CSM Advisors, LLC
N/A—15,000-15,000-100%$1.0M———
RiverGlades Family Offices LLC
N/A—14,752-14,752-100%$1.0M———
Madden Advisory Services, Inc.
N/A—14,538-14,538-100%$994.6K———
Lakeridge Wealth Management LLC
N/A—14,485-14,485-100%$990.9K———
Chesapeake Wealth Management
N/A—14,434-14,434-100%$987.4K———
Exit Wealth Advisors, Llc.
N/A—14,400-14,400-100%$985.1K———
Betterment LLC
N/A—14,383-14,383-100%$984.0K———
Pallas Capital Advisors LLC
N/A—14,353-14,353-100%$981.9K———
White Pine Capital LLC
N/A—14,151-14,151-100%$968.1K———
Capital Advisors Inc
N/A—14,144-14,144-100%$967.6K———
Mayflower Financial Advisors, LLC
N/A—14,077-14,077-100%$963.0K———
Tranquilli Financial Advisor LLC
N/A—13,976-13,976-100%$956.1K———
Talisman Wealth Advisors LLC
N/A—13,889-13,889-100%$2.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—13,727-13,727-100%$939.1K———
CM Wealth Advisors LLC
N/A—13,668-13,668-100%$935.0K———
Round Rock Advisors LLC
N/A—13,417-13,417-100%$917.9K———
Ascension Capital Advisors, Inc.
N/A—13,174-13,174-100%$901.2K———
Shelton Capital Management
N/A—13,150-13,150-100%$899.6K———
Cascade Financial Partners, LLC
N/A—12,968-12,968-100%$887.1K———
WealthShield Partners, LLC
N/A—12,960-12,960-100%$886.6K———
Foster & Motley Inc
N/A—12,894-12,894-100%$882.0K———
Benjamin Edwards Inc
N/A—12,784-12,784-100%$874.5K———
Ameritas Advisory Services, LLC
N/A—12,423-12,423-100%$849.8K———
VestGen Investment Management
N/A—12,403-12,403-100%$848.5K———
Clarkston Capital Partners, LLC
N/A—12,250-12,250-100%$838.0K———
Lavaca Capital LLC
N/A—12,201-12,201-100%$834.6K———
Everstar Asset Management, LLC
N/A—11,983-11,983-100%$819.8K———
Snowden Capital Advisors LLC
N/A—11,917-11,917-100%$815.3K———
Cary Street Partners Financial LLC
N/A—11,824-11,824-100%$808.9K———
Edgestream Partners, L.P.
N/A—11,769-11,769-100%$805.1K———
Bleakley Financial Group, LLC
N/A—11,764-11,764-100%$804.8K———
Hansen & Associates Financial Group, Inc.
N/A—11,707-11,707-100%$791.1K———
Addison Capital Co
N/A—11,620-11,620-100%$795.0K———
FourThought Financial Partners, LLC
N/A—11,509-11,509-100%$787.3K———
Jane Street Group, LLC
N/A—11,495-11,495-100%$786.4K———
Waddell & Associates, LLC
N/A—11,390-11,390-100%$779.2K———
Conservest Capital Advisors, Inc.
N/A—11,299-11,299-100%$773.0K———
Brand Asset Management Group, Inc.
N/A—11,247-11,247-100%$769.4K———
Dorsey & Whitney Trust Co LLC
N/A—11,247-11,247-100%$769.4K———
SageView Advisory Group, LLC
N/A—11,192-11,192-100%$765.6K———
Hilltop Holdings Inc.
N/A—11,121-11,121-100%$760.7K———
TPG Financial Advisors, LLC
N/A—11,105-11,105-100%$759.7K———
Aptus Capital Advisors, LLC
N/A—11,064-11,064-100%$756.9K———
Intellectus Partners, LLC
N/A—10,992-10,992-100%$751.9K———
Westmount Partners, LLC
N/A—10,977-10,977-100%$750.9K———
Elequin Capital, LP
N/A—10,921-10,921-100%$747.1K———
BlackDiamond Wealth Management, LLC
N/A—10,852-10,852-100%$707.2K———
Envestnet Portfolio Solutions, Inc.
N/A—10,733-10,733-100%$734.3K———
Essex Financial Services, Inc.
N/A—10,723-10,723-100%$733.5K———
1492 Capital Management LLC
N/A—10,712-10,712-100%$732.8K———
Berkshire Asset Management LLC
N/A—10,448-10,448-100%$714.8K———
Sunflower Bank, N.A.
N/A—10,400-10,400-100%$711.5K———
O'rourke & Company, Inc
N/A—10,058-10,058-100%$688.1K———
Winthrop Partners - WNY, LLC
N/A—10,037-10,037-100%$686.6K———
Aegis Wealth Management LLC
N/A—10,026-10,026-100%$685.9K———
Systematic Alpha Investments, LLC
N/A—10,018-10,018-100%$685.3K———
LuminArx Capital Management LP
N/A—10,000-10,000-100%$684.1K———
Point72 Asset Management, L.P.
N/A—10,000-10,000-100%$684.1K———
Flputnam Investment Management Co
N/A—9,974-9,974-100%$691.2K———
Landing Point Financial Group, LLC
N/A—9,907-9,907-100%$677.7K———
Croban
N/A—9,852-9,852-100%$673.9K———
Foundations Investment Advisors, LLC
N/A—9,774-9,774-100%$668.6K———
Advyzon Investment Management, LLC
N/A—9,753-9,753-100%$667.2K———
Great Valley Advisor Group, Inc.
N/A—9,728-9,728-100%$665.1K———
Hyundai Investments Co., Ltd.
N/A—9,721-9,721-100%$655.5K———
Roberts Glore & Co Inc
N/A—9,570-9,570-100%$654.7K———
American Investment Services, Inc.
N/A—9,542-9,542-100%$652.8K———
CreativeOne Wealth, LLC
N/A—9,509-9,509-100%$650.5K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—9,500-9,500-100%$649.9K———
Summit Wealth Partners, LLC
N/A—9,450-9,450-100%$646.5K———
Pinebridge Investments LLC
N/A—9,377-9,377-100%$641.5K———
Element Wealth, LLC
N/A—9,375-9,375-100%$641.3K———
Ameriprise Financial Inc
N/A—9,316-9,316-100%$637.3K———
One Capital Management, LLC
N/A—9,233-9,233-100%$524.3K———
Monetary Management Group Inc
N/A—9,190-9,190-100%$628.7K———
Two Sigma Investments, LP
N/A—9,085-9,085-100%$621.5K———
Empirical Asset Management, LLC
N/A—8,795-8,795-100%$601.7K———
GW&K Investment Management, LLC
N/A—8,723-8,723-100%$597.0K———
Canal Capital Management, LLC
N/A—8,703-8,703-100%$595.4K———
Dearborn Partners LLC
N/A—8,688-8,688-100%$594.3K———
Argent Advisors, Inc.
N/A—8,610-8,610-100%$589.0K———
Pack Private Wealth, LLC
N/A—8,575-8,575-100%$586.6K———
Easterly Investment Partners LLC
N/A—8,558-8,558-100%$585.5K———
Yarger Wealth Strategies, LLC
N/A—8,546-8,546-100%$571.7K———
Thompson David Blair
N/A—8,525-8,525-100%$583.2K———
Private Wealth Advisors, LLC
N/A—8,475-8,475-100%$579.8K———
Bellwether Advisors, LLC
N/A—8,437-8,437-100%$577.2K———
Innovative Asset Advisors Group, LLC
N/A—8,374-8,374-100%$572.8K———
XP Advisory US, Inc.
N/A—8,272-8,272-100%$565.9K———
HM Payson & Co
N/A—8,208-8,208-100%$561.5K———
American Trust
N/A—8,153-8,153-100%$557.7K———
JDM Financial Group LLC
N/A—8,144-8,144-100%$557.1K———
Nest Investments, LLC
N/A—8,094-8,094-100%$553.7K———
Cambria Investment Management, L.P.
N/A—8,080-8,080-100%$552.8K———
Empowered Funds, LLC
N/A—8,080-8,080-100%$552.8K———
Brown Brothers Harriman & Co
N/A—8,071-8,071-100%$552.1K———
Gamco Investors, Inc. ET AL
N/A—8,000-8,000-100%$547.3K———
Atlantic Union Bankshares Corp
N/A—7,958-7,958-100%$544.4K———
Venturi Wealth Management, LLC
N/A—7,954-7,954-100%$544.1K———
17 Capital Partners, LLC
N/A—7,915-7,915-100%$541.5K———
Trivium Point Advisory, LLC
N/A—7,883-7,883-100%$539.3K———
Tradition Wealth Management, LLC
N/A—7,859-7,859-100%$537.6K———
Vawter Financial, Ltd.
N/A—7,780-7,780-100%$532.2K———
OneAscent Financial Services LLC
N/A—7,726-7,726-100%$528.6K———
Banque Transatlantique SA
N/A—7,656-7,656-100%$523.7K———
Cape COD Five Cents Savings Bank
N/A—7,627-7,627-100%$521.8K———
Shared Vision Wealth Group LLC
N/A—7,433-7,433-100%$508.5K———
TRU Independence Asset Management 2, LLC
N/A—7,411-7,411-100%$507.0K———
Discovery Capital Management, LLC / CT
N/A—7,405-7,405-100%$506.6K———
Prairieview Wealth Partners, LLC
N/A—7,362-7,362-100%$503.6K———
Aspen Capital Management, LLC
N/A—7,314-7,314-100%$500.4K———
Gateway Wealth Partners, LLC
N/A—7,314-7,314-100%$500.4K———
Nicolet Bankshares Inc
N/A—7,291-7,291-100%$492.7K———
Investment Advisory Group, LLC
N/A—7,286-7,286-100%$498.5K———
Mmbg Investment Advisors Co.
N/A—7,275-7,275-100%$497.7K———
Matrix Private Capital Group LLC
N/A—7,264-7,264-100%$496.9K———
TAGStone Capital, Inc.
N/A—7,237-7,237-100%$495.1K———
Prelude Capital Management, LLC
N/A—7,190-7,190-100%$491.9K———
Mainstay Capital Management LLC
N/A—7,145-7,145-100%$488.8K———
Kiley Juergens Wealth Management, LLC
N/A—7,104-7,104-100%$486.0K———
Performance Wealth Partners, LLC
N/A—7,028-7,028-100%$480.8K———
Sierra Capital LLC
N/A—6,991-6,991-100%$478.3K———
Fielder Capital Group LLC
N/A—6,904-6,904-100%$472.3K———
Palumbo Wealth Management LLC
N/A—6,893-6,893-100%$471.5K———
Proficio Capital Partners LLC
N/A—6,753-6,753-100%$462.0K———
Cofg Advisors, LLC
N/A—6,752-6,752-100%$461.9K———
Rothschild Investment LLC
N/A—6,729-6,729-100%$460.3K———
JTC Employer Solutions Trustee Ltd
N/A—6,718-6,718-100%$460.0K———
Strategic Financial Concepts, LLC
N/A—6,678-6,678-100%$456.9K———
Mosaic Family Wealth Partners, LLC
N/A—6,565-6,565-100%$449.1K———
Genesis Financial Group, LLC
N/A—6,541-6,541-100%$447.5K———
Dunhill Financial, LLC
N/A—6,504-6,504-100%$445.0K———
Tiaa Trust, National Association
N/A—6,479-6,479-100%$443.2K———
Van Hulzen Asset Management, LLC
N/A—6,405-6,405-100%$438.2K———
Barometer Capital Management Inc.
N/A—6,400-6,400-100%$437.8K———
RIK Saylor Financial, Inc.
N/A—6,378-6,378-100%$436.3K———
Evernest Financial Advisors, LLC
N/A—6,360-6,360-100%$435.1K———
Zhang Financial LLC
N/A—6,335-6,335-100%$433.4K———
QRG Capital Management, Inc.
N/A—6,333-6,333-100%$433.2K———
CIM, LLC
N/A—6,282-6,282-100%$429.8K———
GTS Securities LLC
N/A—6,246-6,246-100%$427.3K———
Proffitt & Goodson Inc
N/A—6,222-6,222-100%$425.6K———
Forum Private Client Group LLC
N/A—6,182-6,182-100%$422.9K———
LM Advisors LLC
N/A—6,095-6,095-100%$413.0K———
Pennington Partners & Co., LLC
N/A—6,090-6,090-100%$416.6K———
Lcnb Corp
N/A—6,041-6,041-100%$413.3K———
Douglass Winthrop Advisors, LLC
N/A—6,000-6,000-100%$410.5K———
MRP Capital Investments, LLC
N/A—6,000-6,000-100%$410.5K———
Byrne Financial Freedom, LLC
N/A—5,948-5,948-100%$406.9K———
DV Trading LLC
N/A—5,942-5,942-100%$406.5K———
Optiver Holding B.V.
N/A—5,937-5,937-100%$406.2K———
CVA Family Office, LLC
N/A—5,926-5,926-100%$405.4K———
Peak Asset Management, LLC
N/A—5,865-5,865-100%$401.2K———
Maridea Wealth Management LLC
N/A—5,755-5,755-100%$393.7K———
Strategic Investment Advisors / MI
N/A—5,734-5,734-100%$392.3K———
Delta Investment Management, LLC
N/A—5,725-5,725-100%$391.6K———
Wealthfront Advisers LLC
N/A—5,642-5,642-100%$386.0K———
SOA Wealth Advisors, Llc.
N/A—5,632-5,632-100%$385.3K———
Kingsview Wealth Management, LLC
N/A—5,597-5,597-100%$382.9K———
Highland Investment Advisors LLC
N/A—5,468-5,468-100%$374.1K———
Wealth Alliance, LLC
N/A—5,455-5,455-100%$373.1K———
AssuredPartners Investment Advisors, LLC
N/A—5,366-5,366-100%$367.1K———
Choate Investment Advisors
N/A—5,222-5,222-100%$357.2K———
LOM Asset Management Ltd
N/A—5,170-5,170-100%$353.7K———
Aspen Grove Capital, LLC
N/A—5,123-5,123-100%$350.6K———
Broyhill Asset Management, LLC
N/A—5,100-5,100-100%$348.9K———
Cahill Financial Advisors Inc
N/A—5,009-5,009-100%$342.7K———
GWN Securities Inc.
N/A—5,003-5,003-100%$342.2K———
Main Management LLC
N/A—5,000-5,000-100%$342.0K———
Cadence Wealth Management LLC
N/A—4,972-4,972-100%$340.1K———
Waterford Advisors, LLC
N/A—4,967-4,967-100%$339.8K———
City National Bank of Florida
N/A—4,909-4,909-100%$335.8K———
Jacobs Equity LLC
N/A—4,900-4,900-100%$335.2K———
Greenwich Wealth Management LLC
N/A—4,800-4,800-100%$328.0K———
PFG Investments, LLC
N/A—4,799-4,799-100%$328.3K———
Cape ANN Savings Bank
N/A—4,772-4,772-100%$326.5K———
Core Wealth Advisors, Inc.
N/A—4,753-4,753-100%$325.2K———
Note Advisors, LLC
N/A—4,745-4,745-100%$324.6K———
Stillwater Capital Advisors, LLC
N/A—4,695-4,695-100%$321.2K———
Novak & Powell Financial Services, Inc.
N/A—4,693-4,693-100%$321.0K———
Keebeck Wealth Management
N/A—4,568-4,568-100%$312.5K———
National Philanthropic Trust
N/A—4,519-4,519-100%$309.1K———
Citizens Business Bank
N/A—4,518-4,518-100%$309.1K———
Hills Bank & Trust Co
N/A—4,479-4,479-100%$306.4K———
5T Wealth, LLC
N/A—4,416-4,416-100%$302.1K———
Alesco Advisors, LLC, An ESL Co
N/A—4,415-4,415-100%$302.0K———
Empower Advisory Group, LLC
N/A—4,339-4,339-100%$296.8K———
Spirepoint Private Client, LLC
N/A—4,310-4,310-100%$294.8K———
Copia Wealth Management
N/A—4,290-4,290-100%$293.5K———
Mayport, LLC
N/A—4,255-4,255-100%$291.1K———
Dakota Wealth Management
N/A—4,248-4,248-100%$290.6K———
Bravias Capital Group, LLC
N/A—4,189-4,189-100%$286.5K———
Becker Capital Management Inc
N/A—4,179-4,179-100%$285.9K———
Frisch Financial Group, Inc.
N/A—4,159-4,159-100%$284.5K———
Berkeley Capital Partners, LLC
N/A—4,119-4,119-100%$281.8K———
Eldridge Investment Advisors, Inc.
N/A—4,104-4,104-100%$280.8K———
Minot DeBlois Advisors LLC
N/A—4,100-4,100-100%$280.5K———
UP Strategic Wealth Investment Advisors LLC
N/A—4,050-4,050-100%$266.2K———
Shufro Rose & Co LLC
N/A—4,039-4,039-100%$276.3K———
Elm Partners Management LLC
N/A—4,025-4,025-100%$275.3K———
Crabel Capital Management, LLC
N/A—3,918-3,918-100%$268.0K———
Strathmore Capital Advisors, Inc.
N/A—3,905-3,905-100%$255.2K———
Arbor Trust Wealth Advisors, LLC
N/A—3,891-3,891-100%$266.2K———
McGowan Group Asset Management, Inc.
N/A—3,884-3,884-100%$265.7K———
W1m Asset Management Ltd
N/A—3,884-3,884-100%$265.8K———
Kickstand Ventures, Llc.
N/A—3,877-3,877-100%$265.2K———
MainStreet Investment Advisors LLC
N/A—3,830-3,830-100%$262.0K———
Thomasville National Bank
N/A—3,797-3,797-100%$259.8K———
TRB Wealth Management, LLC
N/A—3,762-3,762-100%$257.4K———
HighPoint Advisor Group LLC
N/A—3,747-3,747-100%$256.3K———
Circle Wealth Management, LLC
N/A—3,725-3,725-100%$254.8K———
Main Street Financial Solutions, LLC
N/A—3,712-3,712-100%$253.9K———
Jupiter Wealth Management LLC
N/A—3,700-3,700-100%$253.1K———
Banque Cantonale Vaudoise
N/A—3,656-3,656-100%$250.0K———
Brightwater Advisory LLC
N/A—3,617-3,617-100%$247.4K———
Runnymede Capital Advisors, Inc.
N/A—3,596-3,596-100%$246.0K———
Boston Family Office LLC
N/A—3,580-3,580-100%$245.0K———
Coastwise Capital Group, LLC
N/A—3,525-3,525-100%$241.1K———
Brandes Investment Partners, LP
N/A—3,509-3,509-100%$240.0K———
Peninsula Asset Management Inc
N/A—3,500-3,500-100%$239.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—3,470-3,470-100%$237.4K———
United Bank
N/A—3,453-3,453-100%$236.2K———
Silver OAK Securities, Incorporated
N/A—3,442-3,442-100%$235.5K———
Cordant, Inc.
N/A—3,375-3,375-100%$230.9K———
Davis R M Inc
N/A—3,366-3,366-100%$230.3K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—3,336-3,336-100%$228.2K———
Aspire Capital Advisors LLC
N/A—3,336-3,336-100%$228.2K———
Wilson & Boucher Capital Management, LLC
N/A—3,335-3,335-100%$228.1K———
Pgim Custom Harvest LLC
N/A—3,301-3,301-100%$225.8K———
Park Square Financial Group, LLC
N/A—3,273-3,273-100%$223.9K———
OneAscent Family Office, LLC
N/A—3,250-3,250-100%$222.3K———
Fort Sheridan Advisors LLC
N/A—3,237-3,237-100%$221.4K———
SouthState Bank Corp
N/A—3,192-3,192-100%$218.4K———
Leavell Investment Management, Inc.
N/A—3,189-3,189-100%$218.1K———
Tilson Financial Group, Inc.
N/A—3,098-3,098-100%$211.9K———
Oak Wealth Advisors LLC
N/A—3,041-3,041-100%$208.0K———
Spinnaker Trust
N/A—3,030-3,030-100%$207.3K———
Twin Peaks Wealth Advisors, LLC
N/A—2,980-2,980-100%$203.8K———
M3 Advisory Group, LLC
N/A—2,953-2,953-100%$202.0K———
BTG Pactual Asset Management US LLC
N/A—2,775-2,775-100%$189.8K———
Westfuller Advisors, LLC
N/A—2,727-2,727-100%$186.6K———
Topsail Wealth Management, LLC
N/A—2,652-2,652-100%$181.4K———
FAS Wealth Partners, Inc.
N/A—2,528-2,528-100%$172.9K———
Oxford Financial Group, Ltd. LLC
N/A—2,415-2,415-100%$165.2K———
Continuum Advisory, LLC
N/A—2,246-2,246-100%$153.6K———
PIN OAK Investment Advisors Inc
N/A—2,183-2,183-100%$149.0K———
Integrity Financial Corp
N/A—2,136-2,136-100%$146.1K———
McMillan Office, Inc.
N/A—2,050-2,050-100%$140.2K———
Operose Advisors LLC
N/A—2,005-2,005-100%$137.2K———
Castleark Management LLC
N/A—2,000-2,000-100%$136.8K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—1,842-1,842-100%$126.0K———
WealthCollab, LLC
N/A—1,840-1,840-100%$125.9K———
Rialto Wealth Management, LLC
N/A—1,751-1,751-100%$119.8K———
Timbuktu Capital Management, LLC
N/A—1,600-1,600-100%$109.5K———
Transamerica Financial Advisors, LLC
N/A—1,485-1,485-100%$101.6K———
Cary Street Partners Investment Advisory LLC
N/A—1,438-1,438-100%$98.4K———
Founders Financial Alliance, LLC
N/A—1,363-1,363-100%$93.3K———
Seneschal Advisors, LLC
N/A—1,318-1,318-100%$90.2K———
Tidemark, LLC
N/A—1,259-1,259-100%$86.1K———
Vanguard Advisers Inc
N/A—1,245-1,245-100%$85.2K———
Avalon Trust Co
N/A—1,200-1,200-100%$82.1K———
IMA Advisory Services, Inc.
N/A—1,195-1,195-100%$81.8K———
Caldwell Sutter Capital, Inc.
N/A—1,180-1,180-100%$80.7K———
Raffa Wealth Management, LLC
N/A—1,174-1,174-100%$80.3K———
Glassman Wealth Services
N/A—1,158-1,158-100%$79.2K———
Tiaa Wealth Investment Management LLC
N/A—1,139-1,139-100%$76.8K———
Lowe Brockenbrough & Co Inc
N/A—1,120-1,120-100%$76.6K———
Walsh & Associates, LLC
N/A—1,101-1,101-100%$75.3K———
LRI Investments, LLC
N/A—1,070-1,070-100%$73.2K———
NWK Group, Inc.
N/A—1,049-1,049-100%$71.8K———
Strategic Wealth Partners, Ltd.
N/A—1,036-1,036-100%$70.9K———
Financial Gravity Companies, Inc.
N/A—1,000-1,000-100%$68.4K———
Tradewinds, Llc.
N/A—994-994-100%$229.9K———
Boreal Capital Management LLC
N/A—980-980-100%$67.0K———
Sachetta, LLC
N/A—972-972-100%$66.5K———
BOK Financial Private Wealth, Inc.
N/A—950-950-100%$65.0K———
Truvestments Capital LLC
N/A—899-899-100%$61.5K———
Turim 21 Investimentos Ltda.
N/A—890-890-100%$60.9K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—888-888-100%$203.1K———
Sankala Group LLC
N/A—884-884-100%$57.8K———
Teachers Insurance & Annuity Association of America
N/A—810-810-100%$55.4K———
Centennial Bank
N/A—765-765-100%$52.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—750-750-100%$51.3K———
ST Germain D J Co Inc
N/A—732-732-100%$50.1K———
Marathon Trading Investment Management LLC
N/A—700-700-100%$47.9K———
Quarry LP
N/A—680-680-100%$46.5K———
SSA Swiss Advisors AG
N/A—649-649-100%$44.4K———
SHP Wealth Management
N/A—638-638-100%$43.6K———
Manning & Napier Advisors LLC
N/A—592-592-100%$40.5K———
Colonial Trust Co / SC
N/A—570-570-100%$39.0K———
MidFirst Bank
N/A—553-553-100%$37.8K———
Anchor Investment Management, LLC
N/A—550-550-100%$37.6K———
Front Row Advisors LLC
N/A—540-540-100%$35.3K———
Fiduciary Financial Advisors
N/A—513-513-100%$35.1K———
Regatta Research & Money Management
N/A—489-489-100%$33.4K———
Keating Financial Advisory Services, Inc.
N/A—448-448-100%$30.6K———
CNB Bank
N/A—427-427-100%$29.2K———
Osbon Capital Management LLC
N/A—401-401-100%$27.4K———
Ameritas Investment Partners, Inc.
N/A—360-360-100%$24.6K———
Templeton & Phillips Capital Management, LLC
N/A—343-343-100%$23.5K———
Bogart Wealth, LLC
N/A—342-342-100%$23.4K———
Motco
N/A—334-334-100%$22.8K———
Longview Financial Advisors LLC
N/A—309-309-100%$21.1K———
Heritage Wealth Advisors
N/A—286-286-100%$19.6K———
Strategic Investment Solutions, Inc.
N/A—272-272-100%$18.6K———
Mpwm Advisory Solutions, LLC
N/A—260-260-100%$17.8K———
Howe & Rusling Inc
N/A—250-250-100%$17.1K———
Luminist Capital LLC
N/A—236-236-100%$16.2K———
Millstone Evans Group, LLC
N/A—231-231-100%$15.8K———
Beaird Harris Wealth Management, LLC
N/A—229-229-100%$15.7K———
Meramec Financial Planners, LLC
N/A—225-225-100%$14.3K———
Leo H. Evart, Inc.
N/A—183-183-100%$12.5K———
Aberdeen Wealth Management LLC
N/A—180-180-100%$12.3K———
Delos Wealth Advisors, LLC
N/A—179-179-100%$12.2K———
Corsicana & Co.
N/A—175-175-100%$12.0K———
Godfrey Financial Associates, Inc.
N/A—160-160-100%$10.9K———
Caitlin John, LLC
N/A—149-149-100%$10.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—128-128-100%$8.8K———
ESL Trust Services, LLC
N/A—125-125-100%$8.6K———
Cheviot Value Management, LLC
N/A—120-120-100%$8.2K———
one8zero8, LLC
N/A—119-119-100%$8.1K———
Ballast Advisors LLC
N/A—119-119-100%$8.1K———
Horizon Investments, LLC
N/A—107-107-100%$7.3K———
Ameriflex Group, Inc.
N/A—106-106-100%$7.3K———
Smartleaf Asset Management LLC
N/A—104-104-100%$7.0K———
Greykasell Wealth Strategies, Inc.
N/A—90-90-100%$6.2K———
Strive Financial Group,LLC
N/A—89-89-100%$6.1K———
Hollencrest Capital Management
N/A—71-71-100%$4.9K———
PlanVest Financial, Inc
N/A—39-39-100%$2.7K———
HHM Wealth Advisors, LLC
N/A—37-37-100%$2.6K———
Battery Global Advisors, LLC
N/A—34-34-100%$2.3K———
Providence Capital Advisors, LLC
N/A—31-31-100%$2.1K———
TD Capital Management LLC
N/A—10-10-100%$684———
Darwin Wealth Management, LLC
N/A—8-8-100%$566———
Morse Asset Management, Inc
N/A—2-2-100%$137———
Showing 1733 of 1733 institutions