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Ishares Iboxx Investment GRA (LQD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Japan Science & Technology Agency
UNCHANGED
Shares8,506,450 from 8,506,450
Change0 (0%)
Value$869.2M (-$58.6M)
Filed 2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares4,610,562 from 3,997,712
Change+612,850 (+15%)
Value$471.1M (+$35.1M)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares4,121,698 from 4,469,538
Change-347,840 (-8%)
Value$421.2M (-$66.3M)
Filed 2026-11-06
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares4,040,400 from 4,040,400
Change0 (0%)
Value$412.8M (-$27.8M)
Filed 2026-10-28
State of Michigan Retirement System
UNCHANGED
Shares3,072,400 from 3,072,400
Change0 (0%)
Value$313.9M (-$21.2M)
Filed 2026-10-27
Barings LLC
UNCHANGED
Shares2,720,211 from 2,720,211
Change0 (0%)
Value$278.0M (-$18.7M)
Filed 2026-10-22
Barclays PLC
INCREASED
Shares2,161,620 from 1,541,878
Change+619,742 (+40%)
Value$220.9M (+$52.7M)
Filed 2026-11-06
North Dakota State Investment Board
INCREASED
Shares1,447,198 from 1,167,864
Change+279,334 (+24%)
Value$147.9M (+$20.5M)
Filed 2026-10-27
One Way Holdings LLC
INCREASED
Shares1,409,043 from 1,189,126
Change+219,917 (+18%)
Value$144.0M (+$14.3M)
Filed 2026-10-29
Fisher Asset Management, LLC
DECREASED
Shares1,180,651 from 1,783,303
Change-602,652 (-34%)
Value$120.6M (-$73.9M)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares1,110,491 from 913,046
Change+197,445 (+22%)
Value$113.5M (+$13.9M)
Filed 2026-10-08
PNC Financial Services Group, Inc.
DECREASED
Shares1,007,527 from 1,094,681
Change-87,154 (-8%)
Value$102.9M (-$16.4M)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares995,930 from 920,761
Change+75,169 (+8%)
Value$101.8M (+$1.3M)
Filed 2026-11-06
Mutual of America Capital Management LLC
DECREASED
Shares898,140 from 1,368,140
Change-470,000 (-34%)
Value$91.8M (-$57.5M)
Filed 2026-10-23
Citigroup Inc
DECREASED
Shares788,765 from 2,709,937
Change-1,921,172 (-71%)
Value$80.6M (-$215.0M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares764,125 from 693,381
Change+70,744 (+10%)
Value$78.1M (+$2.5M)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares759,279 from 921,293
Change-162,014 (-18%)
Value$77.6M (-$22.9M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares657,216 from 593,522
Change+63,694 (+11%)
Value$67.2M (+$2.4M)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED
Shares608,209 from 710,099
Change-101,890 (-14%)
Value$62.1M (-$15.0M)
Filed 2026-11-04
Sigma Planning Corp
INCREASED
Shares354,906 from 335,905
Change+19,001 (+6%)
Value$36.3M (-$372.8K)
Filed 2026-10-23
Towercrest Capital Management
INCREASED
Shares345,681 from 327,308
Change+18,373 (+6%)
Value$35.3M (-$376.9K)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares341,443 from 335,754
Change+5,689 (+2%)
Value$34.9M (-$1.7M)
Filed 2026-10-15
Truist Financial Corp
DECREASED
Shares330,613 from 335,165
Change-4,552 (-1%)
Value$33.8M (-$2.8M)
Filed 2026-10-30
Ritholtz Wealth Management
DECREASED
Shares316,968 from 375,824
Change-58,856 (-16%)
Value$32.4M (-$8.6M)
Filed 2026-11-05
Principal Financial Group Inc
DECREASED
Shares310,000 from 905,000
Change-595,000 (-66%)
Value$31.7M (-$67.0M)
Filed 2026-11-02
Park Avenue Securities LLC
DECREASED
Shares305,863 from 321,974
Change-16,111 (-5%)
Value$31.3K (-$35.1M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares303,548 from 343,083
Change-39,535 (-12%)
Value$31.0K (-$37.4M)
Filed 2026-11-02
Capital Investment Advisors, LLC
INCREASED
Shares282,015 from 273,741
Change+8,274 (+3%)
Value$28.8M (-$1.0M)
Filed 2026-10-22
NYL Investors LLC
DECREASED
Shares267,615 from 268,834
Change-1,219 (0%)
Value$27.3M (-$2.0M)
Filed 2026-11-03
Willis Johnson Wealth, Inc.
INCREASED
Shares261,291 from 248,319
Change+12,972 (+5%)
Value$26.7M (-$385.5K)
Filed 2026-11-03
TD Private Client Wealth LLC
INCREASED
Shares254,376 from 238,349
Change+16,027 (+7%)
Value$26.0M (-$4.6K)
Filed 2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares252,678 from 300,827
Change-48,149 (-16%)
Value$25.8M (-$7.0M)
Filed 2026-10-29
Summit Financial Consulting LLC
INCREASED
Shares245,577 from 199,703
Change+45,874 (+23%)
Value$25.1M (+$3.3M)
Filed 2026-10-15
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares244,674 from 128,217
Change+116,457 (+91%)
Value$25.0K (-$14.0M)
Filed 2026-11-02
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares235,920 from 218,278
Change+17,642 (+8%)
Value$24.1M (+$298.7K)
Filed 2026-10-14
Asset Management One Co., Ltd.
INCREASED
Shares229,340 from 218,810
Change+10,530 (+5%)
Value$23.4M (-$431.6K)
Filed 2026-10-27
iA Global Asset Management Inc.
DECREASED
Shares226,200 from 413,193
Change-186,993 (-45%)
Value$23.1K (-$45.0M)
Filed 2026-10-29
Alliance Wealth Management Group
INCREASED
Shares224,877 from 214,856
Change+10,021 (+5%)
Value$23.0M (-$455.6K)
Filed 2026-10-29
LTS Liquid Investments LLC
NEW
Shares205,100
Change+205,100
Value$21.0M
Filed 2026-10-23
State of New Jersey Common Pension Fund D
DECREASED
Shares200,000 from 1,460,991
Change-1,260,991 (-86%)
Value$20.4M (-$138.9M)
Filed 2026-11-05
Vision Capital Management, Inc.
INCREASED
Shares191,428 from 178,377
Change+13,051 (+7%)
Value$19.6M (+$104.5K)
Filed 2026-10-20
Assetmark, Inc
DECREASED
Shares189,554 from 974,526
Change-784,972 (-81%)
Value$19.4M (-$86.9M)
Filed 2026-10-21
MacKenzie Financial Corp
DECREASED
Shares181,800 from 210,000
Change-28,200 (-13%)
Value$18.6M (-$4.3M)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares174,782 from 181,185
Change-6,403 (-4%)
Value$17.9M (-$1.9M)
Filed 2026-11-06
Rational Advisors, Inc.
DECREASED
Shares174,591 from 225,180
Change-50,589 (-22%)
Value$17.8M (-$6.7M)
Filed 2026-11-02
Cordoba Advisory Partners LLC
INCREASED
Shares167,826 from 165,682
Change+2,144 (+1%)
Value$17.1M (-$922.5K)
Filed 2026-10-19
HMS Capital Management, LLC
INCREASED
Shares162,970 from 152,632
Change+10,338 (+7%)
Value$16.7M (+$4.7K)
Filed 2026-10-20
Keybank National Association
DECREASED
Shares162,530 from 176,378
Change-13,848 (-8%)
Value$16.6M (-$2.6M)
Filed 2026-11-04
TD Waterhouse Canada Inc.
DECREASED
Shares160,754 from 165,415
Change-4,661 (-3%)
Value$16.4M (-$1.5M)
Filed 2026-10-16
Ddfg, Inc
INCREASED
Shares160,182 from 156,263
Change+3,919 (+3%)
Value$16.4M (-$676.2K)
Filed 2026-10-15
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares150,600 from 268,700
Change-118,100 (-44%)
Value$15.4M (-$13.9M)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares148,608 from 214,338
Change-65,730 (-31%)
Value$15.2M (-$8.2M)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares148,442 from 200,989
Change-52,547 (-26%)
Value$15.2M (-$6.8M)
Filed 2026-10-26
Private Advisory Group LLC
INCREASED
Shares146,665 from 137,520
Change+9,145 (+7%)
Value$15.0M (-$13.1K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares137,328 from 366,293
Change-228,965 (-63%)
Value$14.0M (-$25.9M)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares136,934 from 72,249
Change+64,685 (+90%)
Value$14.0M (+$6.3M)
Filed 2026-11-06
Idaho Trust Co
INCREASED
Shares135,489 from 121,614
Change+13,875 (+11%)
Value$13.8M (+$579.8K)
Filed 2026-11-04
Providence First Trust Co
DECREASED
Shares131,594 from 135,577
Change-3,983 (-3%)
Value$13.4M (-$1.3M)
Filed 2026-11-02
Twele Capital Management, Inc.
INCREASED
Shares119,670 from 117,726
Change+1,944 (+2%)
Value$12.2M (-$612.5K)
Filed 2026-10-13
TrustBank
INCREASED
Shares117,843 from 117,516
Change+327 (+0%)
Value$12.0M (-$776.3K)
Filed 2026-10-20
Evergreen Capital Management LLC
INCREASED
Shares116,468 from 9,395
Change+107,073 (+1140%)
Value$11.9M (+$10.9M)
Filed 2026-10-23
USA Financial Formulas
NEW
Shares114,050
Change+114,050
Value$11.7M
Filed 2026-10-16
Topel & Distasi Wealth Management, LLC
INCREASED
Shares111,752 from 111,533
Change+219 (+0%)
Value$11.4M (-$746.1K)
Filed 2026-11-05
Insight Wealth Partners, LLC
INCREASED
Shares108,790 from 106,526
Change+2,264 (+2%)
Value$11.1M (-$502.7K)
Filed 2026-10-26
Daiwa Securities Group Inc.
INCREASED
Shares108,430 from 104,330
Change+4,100 (+4%)
Value$11.1M (-$299.9K)
Filed 2026-10-29
Thrivent Financial for Lutherans
DECREASED
Shares105,171 from 116,005
Change-10,834 (-9%)
Value$10.7M (-$1.9M)
Filed 2026-11-05
Mechanics Bank Trust Department
DECREASED
Shares103,254 from 108,368
Change-5,114 (-5%)
Value$10.6M (-$1.3M)
Filed 2026-10-13
Jmac Enterprises LLC
INCREASED
Shares100,874 from 99,907
Change+967 (+1%)
Value$10.3M (-$589.6K)
Filed 2026-10-30
Lighthouse Financial LLC
DECREASED
Shares99,441 from 140,443
Change-41,002 (-29%)
Value$10.2M (-$5.2M)
Filed 2026-10-23
Capstone Wealth Management Group, LLC
NEW
Shares98,503
Change+98,503
Value$11.0M
Filed 2026-11-05
Vertex Investment Solutions Co., Ltd.
DECREASED
Shares95,300 from 143,900
Change-48,600 (-34%)
Value$9.8M (-$6.0M)
Filed 2026-10-19
Fiduciary Financial Group, LLC
INCREASED
Shares94,983 from 90,335
Change+4,648 (+5%)
Value$9.7M (-$147.5K)
Filed 2026-10-13
Meitav Investment House LTD
NEW
Shares94,696
Change+94,696
Value$9.7M
Filed 2026-10-28
Genus Capital Management Inc.
DECREASED
Shares94,683 from 96,375
Change-1,692 (-2%)
Value$9.7M (-$836.9K)
Filed 2026-11-04
Curran Financial Partners, LLC
INCREASED
Shares94,282 from 86,541
Change+7,741 (+9%)
Value$9.6M (+$194.7K)
Filed 2026-11-04
IPG Investment Advisors LLC
INCREASED
Shares93,834 from 87,660
Change+6,174 (+7%)
Value$9.6M (+$26.9K)
Filed 2026-10-30
Kelsey Financial, LLC
DECREASED
Shares88,024 from 95,170
Change-7,146 (-8%)
Value$9.0M (-$1.4M)
Filed 2026-10-28
Winthrop Capital Management, LLC
INCREASED
Shares87,056 from 85,046
Change+2,010 (+2%)
Value$8.9M (-$380.6K)
Filed 2026-11-05
Wealthstar Advisors, LLC
DECREASED
Shares86,394 from 87,064
Change-670 (-1%)
Value$8.8M (-$668.3K)
Filed 2026-10-19
Cresta Advisors, Ltd.
DECREASED
Shares85,563 from 98,021
Change-12,458 (-13%)
Value$8.7M (-$1.9M)
Filed 2026-10-14
Fulton Breakefield Broenniman LLC
DECREASED
Shares85,041 from 86,879
Change-1,838 (-2%)
Value$8.7M (-$786.5K)
Filed 2026-11-03
Diversify Advisory Services, LLC
DECREASED
Shares84,563 from 127,286
Change-42,723 (-34%)
Value$8.8M (-$4.8M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares84,563 from 127,286
Change-42,723 (-34%)
Value$8.8M (-$4.8M)
Filed 2026-10-20
Integrated Advisors Network LLC
INCREASED
Shares84,156 from 78,320
Change+5,836 (+7%)
Value$8.6M (+$56.7K)
Filed 2026-10-20
Legacy Private Trust Co.
DECREASED
Shares83,485 from 102,311
Change-18,826 (-18%)
Value$8.5M (-$2.6M)
Filed 2026-10-06
4Thought Financial Group Inc.
NEW
Shares81,896
Change+81,896
Value$8.4M
Filed 2026-11-02
Nvwm, LLC
INCREASED
Shares81,366 from 80,628
Change+738 (+1%)
Value$8.3M (-$480.1K)
Filed 2026-10-14
Apella Capital, LLC
DECREASED
Shares79,305 from 117,786
Change-38,481 (-33%)
Value$8.1M (-$4.6M)
Filed 2026-10-08
Connecticut Capital Management Group, LLC
INCREASED
Shares76,349 from 75,516
Change+833 (+1%)
Value$7.8M (-$435.3K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares73,410 from 70,526
Change+2,884 (+4%)
Value$7.5M (-$191.3K)
Filed 2026-11-06
Mariner Investment Group LLC
NEW
Shares71,090
Change+71,090
Value$7.3M
Filed 2026-11-04
CVS Health Corp
UNCHANGED
Shares70,000 from 70,000
Change0 (0%)
Value$7.2M (-$482.3K)
Filed 2026-11-05
Independence Financial Advisors, LLC
INCREASED
Shares68,890 from 63,500
Change+5,390 (+8%)
Value$7.0M (+$113.2K)
Filed 2026-10-08
WBH Advisory Inc
DECREASED
Shares68,400 from 83,217
Change-14,817 (-18%)
Value$7.0M (-$2.1M)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares66,923 from 65,229
Change+1,694 (+3%)
Value$6.8M (-$276.3K)
Filed 2026-11-03
Eukles Asset Management
INCREASED
Shares64,870 from 51,784
Change+13,086 (+25%)
Value$6.6M (+$980.2K)
Filed 2026-11-04
Global Trust Wealth Management LLC
DECREASED
Shares63,549 from 63,975
Change-426 (-1%)
Value$6.5M (-$484.3K)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares60,193 from 7,971
Change+52,222 (+655%)
Value$6.2M (+$5.3M)
Filed 2026-10-14
David J Yvars Group
DECREASED
Shares58,688 from 61,166
Change-2,478 (-4%)
Value$6.0M (-$674.7K)
Filed 2026-10-09
US Bancorp \de\
INCREASED
Shares57,889 from 28,822
Change+29,067 (+101%)
Value$5.9M (+$2.8M)
Filed 2026-11-05
Perigon Wealth Management, LLC
DECREASED
Shares57,646 from 58,016
Change-370 (-1%)
Value$5.9M (-$437.5K)
Filed 2026-10-22
Foguth Wealth Management, Llc.
DECREASED
Shares56,982 from 67,970
Change-10,988 (-16%)
Value$5.9M (-$1.4M)
Filed 2026-10-19
MMA Asset Management LLC
INCREASED
Shares56,295 from 53,044
Change+3,251 (+6%)
Value$5.8M (-$33.3K)
Filed 2026-11-02
Ameraudi Asset Management, Inc.
INCREASED
Shares55,529 from 49,634
Change+5,895 (+12%)
Value$5.7M (+$260.4K)
Filed 2026-11-05
Keystone Global Partners, LLC
INCREASED
Shares55,072 from 51,374
Change+3,698 (+7%)
Value$5.6M (+$23.8K)
Filed 2026-10-13
Townsend Financial Planning, LLC
DECREASED
Shares54,742 from 56,686
Change-1,944 (-3%)
Value$5.6M (-$589.2K)
Filed 2026-11-02
Founders Financial Securities LLC
INCREASED
Shares54,236 from 44,053
Change+10,183 (+23%)
Value$5.5M (+$737.0K)
Filed 2026-10-28
Camden National Bank
INCREASED
Shares53,963 from 52,813
Change+1,150 (+2%)
Value$5.5M (-$246.4K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares53,465 from 60,048
Change-6,583 (-11%)
Value$5.5M (-$974.2K)
Filed 2026-10-13
SBI Securities Co., Ltd.
INCREASED
Shares53,180 from 40,533
Change+12,647 (+31%)
Value$5.4M (+$1.0M)
Filed 2026-10-22
Welch & Forbes LLC
INCREASED
Shares52,942 from 52,767
Change+175 (+0%)
Value$5.4M (-$345.7K)
Filed 2026-11-04
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares52,344 from 52,344
Change0 (0%)
Value$5.3M (-$360.0K)
Filed 2026-11-05
Wesbanco Bank Inc
DECREASED
Shares52,343 from 112,116
Change-59,773 (-53%)
Value$5.3M (-$6.9M)
Filed 2026-11-04
Arcataur Capital Management LLC
INCREASED
Shares51,889 from 20,554
Change+31,335 (+152%)
Value$5.3M (+$3.1M)
Filed 2026-10-21
5th Street Advisors, LLC
DECREASED
Shares51,825 from 52,363
Change-538 (-1%)
Value$5.3M (-$415.7K)
Filed 2026-11-04
Jefferies Financial Group Inc.
NEW
Shares50,000
Change+50,000
Value$5.1M
Filed 2026-11-05
Guidance Capital, Inc
DECREASED
Shares49,430 from 50,277
Change-847 (-2%)
Value$5.1M (-$278.4K)
Filed 2026-11-03
TME Financial, Inc.
DECREASED
Shares49,135 from 49,273
Change-138 (0%)
Value$5.0M (-$353.6K)
Filed 2026-10-14
Pines Wealth Management, LLC
INCREASED
Shares49,130 from 48,669
Change+461 (+1%)
Value$5.0M (-$288.2K)
Filed 2026-10-21
SAX Wealth Advisors, LLC
DECREASED
Shares48,728 from 64,652
Change-15,924 (-25%)
Value$5.0M (-$2.1M)
Filed 2026-10-13
Vontobel Holding Ltd.
DECREASED
Shares48,711 from 49,677
Change-966 (-2%)
Value$5.0M (-$441.0K)
Filed 2026-10-16
Fifth Third Securities, Inc.
INCREASED
Shares48,516 from 30,508
Change+18,008 (+59%)
Value$5.0M (+$1.6M)
Filed 2026-10-21
James Investment Research, Inc.
DECREASED
Shares48,021 from 49,658
Change-1,637 (-3%)
Value$4.9M (-$509.4K)
Filed 2026-10-22
Independent Solutions Wealth Management, LLC
DECREASED
Shares47,332 from 47,689
Change-357 (-1%)
Value$4.8M (-$365.1K)
Filed 2026-10-28
Cornerstone Management, Inc.
INCREASED
Shares47,188 from 44,371
Change+2,817 (+6%)
Value$4.8M (-$17.9K)
Filed 2026-10-16
Balefire, LLC
DECREASED
Shares46,807 from 55,539
Change-8,732 (-16%)
Value$4.8M (-$1.3M)
Filed 2026-10-09
Joseph P. Lucia & Associates, LLC
INCREASED
Shares46,103 from 45,485
Change+618 (+1%)
Value$4.7M (-$250.2K)
Filed 2026-10-30
Turn8 Private Wealth Inc.
INCREASED
Shares45,796 from 38,609
Change+7,187 (+19%)
Value$4.7M (+$468.4K)
Filed 2026-11-05
Lynx Capital Group LTD
DECREASED
Shares45,318 from 45,343
Change-25 (0%)
Value$4.6M (-$315.0K)
Filed 2026-11-04
Lantern Wealth Advisors, LLC
INCREASED
Shares44,964 from 44,069
Change+895 (+2%)
Value$4.6M (-$212.2K)
Filed 2026-10-22
Insight Wealth Strategies, LLC
INCREASED
Shares44,217 from 43,566
Change+651 (+1%)
Value$4.5M (-$207.1K)
Filed 2026-10-09
Heritage Wealth Management, Inc.
INCREASED
Shares42,537 from 38,147
Change+4,390 (+12%)
Value$4.3M (+$185.7K)
Filed 2026-10-27
Burns J W & Co Inc
DECREASED
Shares42,240 from 43,460
Change-1,220 (-3%)
Value$4.3M (-$424.1K)
Filed 2026-10-20
J.Safra Asset Management Corp
INCREASED
Shares41,684 from 38,037
Change+3,647 (+10%)
Value$4.3M (+$110.6K)
Filed 2026-11-03
BAR Harbor Wealth Management
DECREASED
Shares41,217 from 42,455
Change-1,238 (-3%)
Value$4.2M (-$419.0K)
Filed 2026-10-21
Union Bancaire Privee, UBP SA
UNCHANGED
Shares41,004 from 41,004
Change0 (0%)
Value$4.2M (-$282.7K)
Filed 2026-11-04
Compound Planning, Inc.
DECREASED
Shares40,835 from 55,882
Change-15,047 (-27%)
Value$4.2M (-$1.9M)
Filed 2026-11-05
Capital Asset Advisory Services LLC
DECREASED
Shares40,087 from 67,912
Change-27,825 (-41%)
Value$4.2M (-$3.2M)
Filed 2026-10-30
Gainplan LLC
DECREASED
Shares39,203 from 43,781
Change-4,578 (-10%)
Value$4.0M (-$769.4K)
Filed 2026-10-09
BankPlus Wealth Management LLC
INCREASED
Shares39,184 from 36,155
Change+3,029 (+8%)
Value$4.0M (+$59.9K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares39,070 from 39,338
Change-268 (-1%)
Value$4.0M (-$298.4K)
Filed 2026-10-23
Corepath Wealth Partners LLC
DECREASED
Shares38,907 from 42,958
Change-4,051 (-9%)
Value$4.0M (-$652.9K)
Filed 2026-10-21
Good Steward Wealth Advisors,LLC
INCREASED
Shares38,105 from 36,157
Change+1,948 (+5%)
Value$3.9M (-$50.1K)
Filed 2026-11-06
Central Pacific Bank - Trust Division
DECREASED
Shares37,805 from 58,785
Change-20,980 (-36%)
Value$3.9M (-$2.5M)
Filed 2026-10-06
RFG Advisory, LLC
DECREASED
Shares37,075 from 38,573
Change-1,498 (-4%)
Value$3.8M (-$418.9K)
Filed 2026-11-03
Northern Lights Advisors, Inc.
INCREASED
Shares36,539 from 35,070
Change+1,469 (+4%)
Value$3.7M (-$91.5K)
Filed 2026-10-21
Pioneer Wealth Management Group
INCREASED
Shares36,135 from 2,772
Change+33,363 (+1204%)
Value$3.7M (+$3.4M)
Filed 2026-10-09
Vericrest Private Wealth
INCREASED
Shares35,493 from 32,805
Change+2,688 (+8%)
Value$3.6M (+$48.6K)
Filed 2026-10-21
Bank of New York Mellon Corp
DECREASED
Shares35,450 from 146,303
Change-110,853 (-76%)
Value$3.6M (-$12.3M)
Filed 2026-11-05
LWM Advisors Inc
DECREASED
Shares35,394 from 36,000
Change-606 (-2%)
Value$3.6M (-$310.0K)
Filed 2026-10-08
Roberts Financial Services LLC
DECREASED
Shares34,924 from 35,754
Change-830 (-2%)
Value$3.6M (-$331.2K)
Filed 2026-10-23
Mokosak Advisory Group, LLC
INCREASED
Shares34,287 from 33,009
Change+1,278 (+4%)
Value$3.5M (-$97.0K)
Filed 2026-10-20
Sage Investment Advisers LLC
INCREASED
Shares33,572 from 31,048
Change+2,524 (+8%)
Value$3.4M (+$44.0K)
Filed 2026-10-21
Baker Avenue Asset Management, LP
INCREASED
Shares33,480 from 33,411
Change+69 (+0%)
Value$3.4M (-$223.1K)
Filed 2026-11-06
Y.D. More Investments Ltd
INCREASED
Shares33,259 from 31,737
Change+1,522 (+5%)
Value$3.4M (-$63.2K)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares33,150 from 31,321
Change+1,829 (+6%)
Value$3.4M (-$29.1K)
Filed 2026-10-26
PKS Advisory Services, LLC
UNCHANGED
Shares33,147 from 33,147
Change0 (0%)
Value$3.6M ($0)
Filed 2026-10-26
Flagstar Securities, Inc
INCREASED
Shares32,910 from 32,296
Change+614 (+2%)
Value$3.4M (-$159.9K)
Filed 2026-10-15
Flagship Private Wealth, LLC
INCREASED
Shares32,881 from 31,899
Change+982 (+3%)
Value$3.4M (-$119.5K)
Filed 2026-11-05
Leo Wealth, LLC
NEW
Shares32,635
Change+32,635
Value$3.3M
Filed 2026-10-26
Pacifica Partners Inc.
INCREASED
Shares32,591 from 29,023
Change+3,568 (+12%)
Value$3.3M (+$172.3K)
Filed 2026-10-09
Eclectic Associates Inc
INCREASED
Shares32,361 from 32,358
Change+3 (+0%)
Value$3.3M (-$222.6K)
Filed 2026-10-09
Seamount Financial Group Inc
INCREASED
Shares31,720 from 29,528
Change+2,192 (+7%)
Value$3.2M (+$20.6K)
Filed 2026-10-21
Jacobi Capital Management LLC
INCREASED
Shares31,342 from 30,546
Change+796 (+3%)
Value$3.2M (-$129.1K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares30,876 from 27,825
Change+3,051 (+11%)
Value$3.2M (+$120.0K)
Filed 2026-10-16
Sovran Advisors, LLC
INCREASED
Shares30,423 from 28,309
Change+2,114 (+7%)
Value$3.2M (+$146.4K)
Filed 2026-11-02
SevenBridge Financial Group, LLC
DECREASED
Shares29,979 from 31,940
Change-1,961 (-6%)
Value$3.1M (-$308.7K)
Filed 2026-10-26
Argyle Capital Partners, LLC
INCREASED
Shares29,469 from 27,737
Change+1,732 (+6%)
Value$3.0M (-$14.1K)
Filed 2026-10-23
AMG National Trust Bank
DECREASED
Shares28,112 from 28,133
Change-21 (0%)
Value$2.9M (-$196.0K)
Filed 2026-11-05
Citizens Financial Group Inc
INCREASED
Shares27,608 from 27,600
Change+8 (+0%)
Value$2.8M (-$189.4K)
Filed 2026-10-23
Frank, Rimerman Advisors LLC
INCREASED
Shares26,880 from 26,879
Change+1 (0%)
Value$2.7M (-$185.2K)
Filed 2026-10-16
TT Capital Management LLC
INCREASED
Shares26,590 from 24,255
Change+2,335 (+10%)
Value$2.7M (+$71.5K)
Filed 2026-10-15
Anchor Capital Advisors LLC
DECREASED
Shares26,425 from 26,525
Change-100 (0%)
Value$2.7M (-$193.0K)
Filed 2026-11-05
New Capital Management LP
INCREASED
Shares26,301 from 25,898
Change+403 (+2%)
Value$2.7M (-$137.2K)
Filed 2026-10-29
Florida Trust Wealth Management Co
INCREASED
Shares25,126 from 2,126
Change+23,000 (+1082%)
Value$2.6M (+$2.3M)
Filed 2026-11-05
Gladwyn Financial Advisors, Inc.
INCREASED
Shares24,659 from 23,888
Change+771 (+3%)
Value$2.5M (-$85.7K)
Filed 2026-10-05
Prospera Financial Services Inc
DECREASED
Shares24,116 from 25,616
Change-1,500 (-6%)
Value$2.5M (-$280.2K)
Filed 2026-11-04
Lake Street Private Wealth, LLC
DECREASED
Shares23,899 from 23,945
Change-46 (0%)
Value$2.4M (-$169.8K)
Filed 2026-10-22
Ironwood Financial, llc
DECREASED
Shares23,543 from 23,763
Change-220 (-1%)
Value$2.4M (-$136.1K)
Filed 2026-10-20
Duncker Streett & Co Inc
UNCHANGED
Shares23,134 from 23,134
Change0 (0%)
Value$2.4M (-$159.4K)
Filed 2026-10-27
CV Advisors LLC
INCREASED
Shares22,884 from 22,712
Change+172 (+1%)
Value$2.3M (-$138.9K)
Filed 2026-10-13
Aurora Private Wealth, Inc.
INCREASED
Shares22,615 from 21,430
Change+1,185 (+6%)
Value$2.3K (-$2.3M)
Filed 2026-10-20
Avior Wealth Management, LLC
INCREASED
Shares22,494 from 21,190
Change+1,304 (+6%)
Value$2.3M (-$12.7K)
Filed 2026-10-13
Perryman Financial Advisory Inc
DECREASED
Shares22,122 from 23,680
Change-1,558 (-7%)
Value$2.3M (-$322.4K)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares21,916 from 18,766
Change+3,150 (+17%)
Value$2.2M (+$192.6K)
Filed 2026-10-29
Brady Family Wealth, LLC
DECREASED
Shares20,842 from 20,889
Change-47 (0%)
Value$2.1M (-$148.8K)
Filed 2026-11-02
KG Capital Management
DECREASED
Shares20,746 from 21,473
Change-727 (-3%)
Value$2.1M (-$222.2K)
Filed 2026-10-15
Regions Financial Corp
DECREASED
Shares20,528 from 22,012
Change-1,484 (-7%)
Value$2.1M (-$303.3K)
Filed 2026-11-05
Advisory Solutions Group, LLC
INCREASED
Shares20,507 from 20,480
Change+27 (+0%)
Value$2.1M (-$138.4K)
Filed 2026-10-14
Sharper & Granite LLC
DECREASED
Shares20,085 from 20,320
Change-235 (-1%)
Value$2.2M (-$27.2K)
Filed 2026-11-02
Procyon Advisors, LLC
DECREASED
Shares19,898 from 21,232
Change-1,334 (-6%)
Value$2.0M (-$282.6K)
Filed 2026-10-21
J. Safra Sarasin Holding AG
UNCHANGED
Shares19,539 from 19,539
Change0 (0%)
Value$2.0M (-$103.4K)
Filed 2026-10-26
Melfa Wealth Management, Inc.
INCREASED
Shares19,105 from 17,923
Change+1,182 (+7%)
Value$2.0M (+$35.6K)
Filed 2026-11-06
Ballast, Inc.
DECREASED
Shares18,997 from 23,051
Change-4,054 (-18%)
Value$1.9M (-$573.1K)
Filed 2026-10-20
Evolution Wealth Advisors, LLC
DECREASED
Shares18,600 from 19,646
Change-1,046 (-5%)
Value$1.9M (-$242.2K)
Filed 2026-11-03
Level Four Advisory Services, LLC
INCREASED
Shares18,547 from 18,347
Change+200 (+1%)
Value$1.9M (-$106.0K)
Filed 2026-11-06
Diversified Portfolios, Inc.
INCREASED
Shares18,014 from 3,931
Change+14,083 (+358%)
Value$1.8M (+$1.4M)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares17,614 from 16,718
Change+896 (+5%)
Value$1.8M (-$23.7K)
Filed 2026-11-05
Lpwm LLC
UNCHANGED
Shares17,522 from 17,522
Change0 (0%)
Value$1.8M (-$120.7K)
Filed 2026-10-20
Strategy Asset Managers LLC
DECREASED
Shares17,239 from 19,605
Change-2,366 (-12%)
Value$1.8M (-$376.8K)
Filed 2026-10-14
Capital CS Group, LLC
DECREASED
Shares17,189 from 18,778
Change-1,589 (-8%)
Value$1.8M (-$291.8K)
Filed 2026-10-29
Arrien Investments, Inc.
DECREASED
Shares17,107 from 19,427
Change-2,320 (-12%)
Value$1.7M (-$370.9K)
Filed 2026-10-30
First International Bank of Israel Ltd.
DECREASED
Shares17,038 from 40,926
Change-23,888 (-58%)
Value$1.7M (-$297.9K)
Filed 2026-11-04
LexAurum Advisors, LLC
UNCHANGED
Shares16,969 from 16,969
Change0 (0%)
Value$1.7M (-$116.9K)
Filed 2026-10-19
Cambridge Advisors Inc.
INCREASED
Shares16,530 from 16,390
Change+140 (+1%)
Value$1.7M (-$98.6K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
INCREASED
Shares16,470 from 3,316
Change+13,154 (+397%)
Value$1.7M (+$1.3M)
Filed 2026-10-30
Uptown Financial Advisors LLC
INCREASED
Shares16,441 from 16,282
Change+159 (+1%)
Value$1.7M (-$96.0K)
Filed 2026-10-15
Reflection Asset Management
INCREASED
Shares16,079 from 15,957
Change+122 (+1%)
Value$1.6M (-$97.6K)
Filed 2026-10-28
Clearstead Advisors, LLC
DECREASED
Shares15,882 from 16,309
Change-427 (-3%)
Value$1.6M (-$156.0K)
Filed 2026-11-06
Cosner Financial Group, LLC
DECREASED
Shares15,848 from 15,861
Change-13 (0%)
Value$1.6M (-$110.6K)
Filed 2026-11-03
Cane Capital Partners, LLC
INCREASED
Shares15,824 from 12,237
Change+3,587 (+29%)
Value$1.6M (+$282.3K)
Filed 2026-10-23
Freedom Financial Partners LLC
DECREASED
Shares15,753 from 16,239
Change-486 (-3%)
Value$1.6M (-$161.5K)
Filed 2026-10-19
Country Trust Bank
UNCHANGED
Shares15,500 from 15,500
Change0 (0%)
Value$1.6M (-$106.8K)
Filed 2026-10-30
Forteris Wealth Management Inc.
DECREASED
Shares15,321 from 15,755
Change-434 (-3%)
Value$1.6M (-$152.9K)
Filed 2026-10-13
Three Seasons Wealth, LLC
INCREASED
Shares15,303 from 12,565
Change+2,738 (+22%)
Value$1.6M (+$193.2K)
Filed 2026-11-03
Primoris Wealth Advisors, LLC
UNCHANGED
Shares15,200 from 15,200
Change0 (0%)
Value$1.6M (-$104.7K)
Filed 2026-10-28
Strategic Blueprint, LLC
INCREASED
Shares15,043 from 8,975
Change+6,068 (+68%)
Value$1.5M (+$558.2K)
Filed 2026-10-22
Innealta Capital, LLC
INCREASED
Shares14,912 from 9,889
Change+5,023 (+51%)
Value$1.5M (+$445.1K)
Filed 2026-11-02
Intergy Private Wealth, LLC
INCREASED
Shares14,910 from 14,611
Change+299 (+2%)
Value$1.5M (-$70.2K)
Filed 2026-10-16
Stonebridge Advisors LLC
INCREASED
Shares14,757 from 5,071
Change+9,686 (+191%)
Value$1.5M (+$954.8K)
Filed 2026-11-06
Buck Wealth Strategies, LLC
DECREASED
Shares14,632 from 14,856
Change-224 (-2%)
Value$1.5M (-$125.3K)
Filed 2026-10-28
Mesirow Financial Investment Management, Inc.
INCREASED
Shares14,205 from 14,007
Change+198 (+1%)
Value$1.5M (-$76.3K)
Filed 2026-11-05
Brian LOW Financial Group, LLC
INCREASED
Shares14,006 from 13,801
Change+205 (+1%)
Value$1.4M (-$74.1K)
Filed 2026-10-28
Yorktown Management & Research Co Inc
DECREASED
Shares14,000 from 15,000
Change-1,000 (-7%)
Value$1.4M (-$205.5K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares13,864 from 14,378
Change-514 (-4%)
Value$1.4M (-$151.6K)
Filed 2026-10-13
Banque Pictet & CIE SA
UNCHANGED
Shares13,769 from 13,769
Change0 (0%)
Value$1.4M (-$94.9K)
Filed 2026-10-16
Birch Financial Group, LLC
INCREASED
Shares13,753 from 13,154
Change+599 (+5%)
Value$1.4M (-$29.5K)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares13,749 from 9,661
Change+4,088 (+42%)
Value$1.4M (+$351.1K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares13,709
Change+13,709
Value$1.4M
Filed 2026-11-03
Life Planning Partners, Inc
INCREASED
Shares13,627 from 10,185
Change+3,442 (+34%)
Value$1.4M (+$281.5K)
Filed 2026-10-28
Norden Group LLC
INCREASED
Shares13,598 from 1,882
Change+11,716 (+623%)
Value$1.4M (+$1.2M)
Filed 2026-10-20
Wealth Advisory Solutions, LLC
INCREASED
Shares13,451 from 12,531
Change+920 (+7%)
Value$1.4M (+$7.7K)
Filed 2026-10-20
Midwest Financial Group LLC
DECREASED
Shares13,032 from 13,380
Change-348 (-3%)
Value$1.3M (-$127.7K)
Filed 2026-10-15
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares12,890 from 86,909
Change-74,019 (-85%)
Value$1.3M (-$8.2M)
Filed 2026-10-19
Finer Wealth Management, Inc.
DECREASED
Shares12,877 from 12,914
Change-37 (0%)
Value$1.3M (-$92.8K)
Filed 2026-10-16
Sonata Capital Group Inc
DECREASED
Shares12,465 from 12,936
Change-471 (-4%)
Value$1.3M (-$137.3K)
Filed 2026-10-19
Slocum, Gordon & Co LLP
INCREASED
Shares12,313 from 12,148
Change+165 (+1%)
Value$1.3M (-$66.8K)
Filed 2026-10-19
PW Nova Financial Services LLC
INCREASED
Shares12,291 from 8,107
Change+4,184 (+52%)
Value$1.3M (+$371.7K)
Filed 2026-10-15
CMG Global Holdings, LLC
INCREASED
Shares12,245 from 12,214
Change+31 (+0%)
Value$1.3M (-$81.0K)
Filed 2026-10-14
True Blue Financial, LLC
DECREASED
Shares12,156 from 12,269
Change-113 (-1%)
Value$1.2M (-$96.0K)
Filed 2026-10-15
Warwick Investment Management, Inc.
DECREASED
Shares12,051 from 13,117
Change-1,066 (-8%)
Value$1.2M (-$199.3K)
Filed 2026-10-19
Abacus Wealth Partners, LLC
UNCHANGED
Shares12,024 from 12,024
Change0 (0%)
Value$1.2M (-$82.8K)
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares11,790 from 13,304
Change-1,514 (-11%)
Value$1.2M (-$246.4K)
Filed 2026-10-22
McAdam, LLC
INCREASED
Shares11,628 from 4,384
Change+7,244 (+165%)
Value$1.2M (+$710.0K)
Filed 2026-10-21
Strong Tower Advisory Services
DECREASED
Shares11,591 from 155,252
Change-143,661 (-93%)
Value$1.2M (-$15.7M)
Filed 2026-10-13
Fort Washington Investment Advisors Inc
DECREASED
Shares11,530 from 14,814
Change-3,284 (-22%)
Value$1.2M (-$437.6K)
Filed 2026-10-15
Private Trust Co NA
DECREASED
Shares11,464 from 12,928
Change-1,464 (-11%)
Value$1.2M (-$238.7K)
Filed 2026-10-20
GC Wealth Management RIA, LLC
DECREASED
Shares11,453 from 11,454
Change-1 (0%)
Value$1.2M (-$79.0K)
Filed 2026-11-02
City Center Advisors, LLC
INCREASED
Shares11,418 from 9,896
Change+1,522 (+15%)
Value$1.2M (+$87.4K)
Filed 2026-10-08
Wedbush Securities Inc
INCREASED
Shares11,268 from 9,840
Change+1,428 (+15%)
Value$1.2K (-$1.1M)
Filed 2026-10-22
Simon Quick Advisors, LLC
DECREASED
Shares11,204 from 12,764
Change-1,560 (-12%)
Value$1.1M (-$247.4K)
Filed 2026-10-26
Montecito Bank & Trust
UNCHANGED
Shares11,144 from 11,144
Change0 (0%)
Value$1.1M (-$76.8K)
Filed 2026-10-01
Alterna Wealth Management, Inc
INCREASED
Shares10,901 from 10,484
Change+417 (+4%)
Value$1.1M (-$29.6K)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED
Shares10,847 from 12,335
Change-1,488 (-12%)
Value$1.1M (-$237.0K)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
INCREASED
Shares10,809 from 9,833
Change+976 (+10%)
Value$1.1M (+$32.0K)
Filed 2026-10-21
Aspiriant, LLC
INCREASED
Shares10,691 from 10,640
Change+51 (+0%)
Value$1.1M (-$68.1K)
Filed 2026-10-16
American Financial & TAX Strategies Inc
DECREASED
Shares10,638 from 10,649
Change-11 (0%)
Value$1.1M (-$74.5K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
DECREASED
Shares10,523 from 11,023
Change-500 (-5%)
Value$1.1M (-$127.1K)
Filed 2026-10-21
Apollon Wealth Management, LLC
DECREASED
Shares10,362 from 10,737
Change-375 (-3%)
Value$1.1M (-$112.3K)
Filed 2026-10-23
NTV Asset Management LLC
DECREASED
Shares10,331 from 11,761
Change-1,430 (-12%)
Value$1.1M (-$227.2K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares10,270 from 7,941
Change+2,329 (+29%)
Value$1.1M (+$184.3K)
Filed 2026-11-03
Laurel Wealth Advisors LLC
UNCHANGED
Shares10,172 from 10,172
Change0 (0%)
Value$1.0M (-$70.1K)
Filed 2026-10-27
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares10,109 from 10,287
Change-178 (-2%)
Value$1.0M (-$89.1K)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
DECREASED
Shares9,900 from 17,048
Change-7,148 (-42%)
Value$1.0M (-$858.6K)
Filed 2026-10-13
Russell Investments Group, Ltd.
DECREASED
Shares9,701 from 10,314
Change-613 (-6%)
Value$991.2K (-$133.7K)
Filed 2026-11-06
Canvas Wealth Advisors, LLC
INCREASED
Shares9,645 from 6,945
Change+2,700 (+39%)
Value$1.0M (+$247.7K)
Filed 2026-11-02
Moors & Cabot, Inc.
DECREASED
Shares9,305 from 9,691
Change-386 (-4%)
Value$950.8K (-$106.2K)
Filed 2026-11-06
Adams Asset Advisors, LLC
INCREASED
Shares9,197 from 8,399
Change+798 (+10%)
Value$939.8K (+$23.7K)
Filed 2026-10-08
Bellecapital International Ltd.
UNCHANGED
Shares9,173 from 9,173
Change0 (0%)
Value$937.3K (-$63.2K)
Filed 2026-10-21
Trek Financial, LLC
NEW
Shares9,037
Change+9,037
Value$923.4K
Filed 2026-10-29
Sincerus Advisory, LLC
INCREASED
Shares8,885 from 8,434
Change+451 (+5%)
Value$907.8K (-$12.1K)
Filed 2026-10-09
Camelot Technology Advisors, Inc.
DECREASED
Shares8,840 from 8,874
Change-34 (0%)
Value$903.3K (-$64.6K)
Filed 2026-10-09
D.A. Davidson & Co.
DECREASED
Shares8,814 from 10,149
Change-1,335 (-13%)
Value$900.7K (-$206.4K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
DECREASED
Shares8,635 from 8,977
Change-342 (-4%)
Value$882.3K (-$96.8K)
Filed 2026-10-13
Verus Capital Partners, LLC
DECREASED
Shares8,537 from 8,711
Change-174 (-2%)
Value$872.3K (-$77.9K)
Filed 2026-11-03
SteelPeak Wealth, LLC
DECREASED
Shares8,535 from 18,527
Change-9,992 (-54%)
Value$872.1K (-$1.1M)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED
Shares8,488 from 10,665
Change-2,177 (-20%)
Value$867.3K (-$295.9K)
Filed 2026-11-05
Stonebridge Financial Planning Group, LLC
DECREASED
Shares8,468 from 9,951
Change-1,483 (-15%)
Value$865.2K (-$220.1K)
Filed 2026-11-06
Avidian Wealth Enterprises, LLC
INCREASED
Shares8,422 from 4,027
Change+4,395 (+109%)
Value$860.6K (+$421.3K)
Filed 2026-10-08
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares8,390 from 9,890
Change-1,500 (-15%)
Value$857.3K (-$221.4K)
Filed 2026-11-03
Silverlake Wealth Management LLC
DECREASED
Shares8,333 from 10,813
Change-2,480 (-23%)
Value$851.5K (-$327.9K)
Filed 2026-10-21
Stronghold Wealth Management L.L.C.
DECREASED
Shares8,214 from 9,877
Change-1,663 (-17%)
Value$839.3K (-$238.0K)
Filed 2026-10-16
Tempus Wealth Planning, LLC
INCREASED
Shares8,194 from 8,167
Change+27 (+0%)
Value$837.3K (-$53.5K)
Filed 2026-10-14
Net Worth Advisory Group
INCREASED
Shares8,030 from 7,668
Change+362 (+5%)
Value$819.3K (-$17.1K)
Filed 2026-10-20
Titleist Asset Management, LLC
DECREASED
Shares7,580 from 9,172
Change-1,592 (-17%)
Value$774.5K (-$225.9K)
Filed 2026-10-08
Investment House LLC
DECREASED
Shares7,458 from 7,594
Change-136 (-2%)
Value$762.1K (-$66.2K)
Filed 2026-10-21
Hohimer Wealth Management, LLC
INCREASED
Shares7,365 from 6,605
Change+760 (+12%)
Value$752.6K (+$32.1K)
Filed 2026-11-04
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares7,329 from 4,703
Change+2,626 (+56%)
Value$748.9K (+$235.9K)
Filed 2026-10-29
MGO One Seven LLC
DECREASED
Shares7,327 from 23,643
Change-16,316 (-69%)
Value$748.7K (-$1.8M)
Filed 2026-10-28
Simplicity Wealth,LLC
DECREASED
Shares7,310 from 11,703
Change-4,393 (-38%)
Value$746.9K (-$529.5K)
Filed 2026-10-23
Choreo, LLC
DECREASED
Shares7,115 from 7,493
Change-378 (-5%)
Value$727.0K (-$90.3K)
Filed 2026-10-28
Mcdonald Partners LLC
INCREASED
Shares7,081 from 5,505
Change+1,576 (+29%)
Value$723.5K (+$123.1K)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares7,080 from 6,753
Change+327 (+5%)
Value$723.5K (-$13.1K)
Filed 2026-11-04
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares7,035 from 6,952
Change+83 (+1%)
Value$718.9K (-$39.3K)
Filed 2026-10-19
Garner Asset Management Corp
UNCHANGED
Shares7,020 from 7,020
Change0 (0%)
Value$730.2K (-$35.5K)
Filed 2026-10-30
Simplex Trading, LLC
NEW
Shares7,007
Change+7,007
Value$716.0K
Filed 2026-11-04
Blue Capital, Inc.
INCREASED
Shares6,819 from 6,617
Change+202 (+3%)
Value$696.8K (-$24.9K)
Filed 2026-10-13
Ehrlich Financial Group
DECREASED
Shares6,739 from 7,587
Change-848 (-11%)
Value$688.6K (-$138.9K)
Filed 2026-10-20
Cherrydale Wealth Management, LLC
INCREASED
Shares6,706 from 6,627
Change+79 (+1%)
Value$685.3K (-$37.5K)
Filed 2026-10-20
Focus Financial Network, Inc.
DECREASED
Shares6,682 from 7,488
Change-806 (-11%)
Value$682.8K (-$134.0K)
Filed 2026-10-14
CoreCap Advisors, LLC
DECREASED
Shares6,557 from 6,603
Change-46 (-1%)
Value$670.0K (-$50.1K)
Filed 2026-10-08
Rockingstone Advisors LLC
DECREASED
Shares6,508 from 6,636
Change-128 (-2%)
Value$665.0K (-$58.8K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares6,477 from 6,250
Change+227 (+4%)
Value$706.5K (+$24.8K)
Filed 2026-11-06
Greenup Street Wealth Management LLC
INCREASED
Shares6,471 from 6,302
Change+169 (+3%)
Value$661.2K (-$26.2K)
Filed 2026-10-28
International Private Wealth Advisors LLC
DECREASED
Shares6,330 from 6,332
Change-2 (0%)
Value$646.8K (-$43.8K)
Filed 2026-11-05
Ascent Group, LLC
DECREASED
Shares6,321 from 10,450
Change-4,129 (-40%)
Value$645.9K (-$493.9K)
Filed 2026-10-30
Diversified Enterprises, LLC
INCREASED
Shares6,296 from 5,729
Change+567 (+10%)
Value$643.3K (+$18.4K)
Filed 2026-10-19
Sapient Capital LLC
UNCHANGED
Shares6,234 from 6,234
Change0 (0%)
Value$637.0K (-$43.0K)
Filed 2026-10-08
Guardian Partners Inc.
INCREASED
Shares6,209 from 6,116
Change+93 (+2%)
Value$634.4K (-$32.6K)
Filed 2026-10-21
OFC Financial Planning, LLC
UNCHANGED
Shares6,186 from 6,186
Change0 (0%)
Value$632.1K (-$42.6K)
Filed 2026-11-06
Traynor Capital Management, Inc.
DECREASED
Shares6,141 from 6,661
Change-520 (-8%)
Value$627.5K (-$99.0K)
Filed 2026-10-29
Omega Financial Group, LLC
DECREASED
Shares6,109 from 6,133
Change-24 (0%)
Value$624.2K (-$44.7K)
Filed 2026-10-29
Weaver Consulting Group
INCREASED
Shares6,037 from 5,327
Change+710 (+13%)
Value$616.8K (+$35.8K)
Filed 2026-10-07
Delta Financial Advisors LLC
INCREASED
Shares5,940 from 5,625
Change+315 (+6%)
Value$606.9K (-$6.6K)
Filed 2026-10-27
Thrive Capital Management, LLC
INCREASED
Shares5,935 from 5,855
Change+80 (+1%)
Value$606.5K (-$32.1K)
Filed 2026-10-28
RDA Financial Network
DECREASED
Shares5,925 from 7,022
Change-1,097 (-16%)
Value$605.4K (-$160.5K)
Filed 2026-10-15
UMB Bank, n.a.
DECREASED
Shares5,879 from 10,904
Change-5,025 (-46%)
Value$600.7K (-$588.6K)
Filed 2026-11-06
10Elms LLP
INCREASED
Shares5,849 from 5,638
Change+211 (+4%)
Value$597.7K (-$17.3K)
Filed 2026-11-06
Crestwood Advisors Group, LLC
DECREASED
Shares5,845 from 7,097
Change-1,252 (-18%)
Value$597.2K (-$176.8K)
Filed 2026-10-27
United Asset Strategies, Inc.
INCREASED
Shares5,792 from 5,387
Change+405 (+8%)
Value$591.8K (+$4.2K)
Filed 2026-10-28
LongView Wealth Management
DECREASED
Shares5,749 from 6,335
Change-586 (-9%)
Value$587.4K (-$103.6K)
Filed 2026-10-19
PFG Advisors
DECREASED
Shares5,637 from 5,802
Change-165 (-3%)
Value$576.0K (-$56.9K)
Filed 2026-10-16
Venture Visionary Partners LLC
DECREASED
Shares5,629 from 5,660
Change-31 (-1%)
Value$575.2K (-$42.2K)
Filed 2026-10-07
City State Bank
DECREASED
Shares5,460 from 5,836
Change-376 (-6%)
Value$557.9K (-$78.6K)
Filed 2026-10-20
Krilogy Financial LLC
DECREASED
Shares5,454 from 5,733
Change-279 (-5%)
Value$559.5K (-$65.8K)
Filed 2026-10-13
Virtue Capital Management, LLC
DECREASED
Shares5,447 from 8,168
Change-2,721 (-33%)
Value$556.6K (-$334.3K)
Filed 2026-10-29
Sheets Smith Wealth Management
INCREASED
Shares5,393 from 5,313
Change+80 (+2%)
Value$551.1K (-$28.4K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
INCREASED
Shares5,326 from 5,324
Change+2 (+0%)
Value$544.2K (-$36.5K)
Filed 2026-10-29
Compass Ion Advisors, LLC
INCREASED
Shares5,276 from 4,964
Change+312 (+6%)
Value$539.1K (-$2.3K)
Filed 2026-10-23
Granville Capital, Inc.
INCREASED
Shares5,260 from 5,011
Change+249 (+5%)
Value$537.4K (-$9.1K)
Filed 2026-11-05
Fonville Wealth Management LLC
DECREASED
Shares5,250 from 5,325
Change-75 (-1%)
Value$536.5K (-$44.3K)
Filed 2026-10-28
Waystone Advisors LLC
DECREASED
Shares5,235 from 5,349
Change-114 (-2%)
Value$571.0K (-$12.4K)
Filed 2026-10-16
Patriot Investment Management Group, Inc.
DECREASED
Shares5,204 from 6,201
Change-997 (-16%)
Value$531.7K (-$144.6K)
Filed 2026-10-15
Fairscale Capital, LLC
UNCHANGED
Shares5,200 from 5,200
Change0 (0%)
Value$542.2K (-$25.0K)
Filed 2026-11-04
Gallagher Capital Advisors, LLC
DECREASED
Shares5,136 from 5,464
Change-328 (-6%)
Value$524.8K (-$71.2K)
Filed 2026-10-09
Plan Group Financial, LLC
DECREASED
Shares4,983 from 8,042
Change-3,059 (-38%)
Value$514.3K (-$362.9K)
Filed 2026-10-22
Neumann Capital Management, LLC
DECREASED
Shares4,965 from 4,975
Change-10 (0%)
Value$507.3K (-$35.3K)
Filed 2026-10-15
Gradient Capital Advisors, LLC
INCREASED
Shares4,878 from 4,864
Change+14 (+0%)
Value$498.4K (-$32.2K)
Filed 2026-10-21
Solstein Capital, LLC
INCREASED
Shares4,855 from 4,825
Change+30 (+1%)
Value$496.1K (-$30.2K)
Filed 2026-11-02
Laurel OAK Wealth Management, LLC
DECREASED
Shares4,797 from 5,108
Change-311 (-6%)
Value$490.2K (-$67.0K)
Filed 2026-10-19
HB Wealth Management, LLC
DECREASED
Shares4,794 from 4,802
Change-8 (0%)
Value$489.8K (-$34.0K)
Filed 2026-10-23
IFP Advisors, Inc
DECREASED
Shares4,764 from 5,468
Change-704 (-13%)
Value$486.8K (-$109.6K)
Filed 2026-10-16
Cidel Asset Management Inc
INCREASED
Shares4,741 from 4,726
Change+15 (+0%)
Value$484.4K (-$31.0K)
Filed 2026-10-29
ShoreHaven Wealth Partners, LLC
DECREASED
Shares4,667 from 9,758
Change-5,091 (-52%)
Value$476.8K (-$587.4K)
Filed 2026-10-16
Intesa Sanpaolo Wealth Management
DECREASED
Shares4,663 from 5,463
Change-800 (-15%)
Value$476.5K (-$119.4K)
Filed 2026-10-28
Cypress Financial Planning LLC
DECREASED
Shares4,582 from 8,500
Change-3,918 (-46%)
Value$468.2K (-$458.9K)
Filed 2026-10-09
Parallel Advisors, LLC
DECREASED
Shares4,520 from 4,533
Change-13 (0%)
Value$461.8K (-$32.7K)
Filed 2026-11-03
Globalt Investments LLC / GA
DECREASED
Shares4,497 from 4,622
Change-125 (-3%)
Value$459.5K (-$44.6K)
Filed 2026-10-27
Lewis Asset Management, LLC
DECREASED
Shares4,434 from 5,725
Change-1,291 (-23%)
Value$453.1K (-$171.4K)
Filed 2026-10-14
Lazari Capital Management, Inc.
DECREASED
Shares4,302 from 6,116
Change-1,814 (-30%)
Value$439.6K (-$227.5K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED
Shares4,277 from 12,821
Change-8,544 (-67%)
Value$437.0K (-$961.4K)
Filed 2026-10-23
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares4,264 from 4,500
Change-236 (-5%)
Value$435.7K (-$55.1K)
Filed 2026-10-13
Rose Capital Advisors LLC
INCREASED
Shares4,246 from 2,892
Change+1,354 (+47%)
Value$433.9K (+$118.5K)
Filed 2026-11-04
Graetz Wealth LLC
INCREASED
Shares4,166 from 4,069
Change+97 (+2%)
Value$425.6K (-$18.1K)
Filed 2026-10-27
Founders Grove Wealth Partners, LLC
DECREASED
Shares4,158 from 6,333
Change-2,175 (-34%)
Value$424.9K (-$265.9K)
Filed 2026-10-16
True Private Wealth Advisors
DECREASED
Shares4,148 from 4,461
Change-313 (-7%)
Value$423.9K (-$62.7K)
Filed 2026-10-19
Hudock, Inc.
DECREASED
Shares4,144 from 4,496
Change-352 (-8%)
Value$423.5K (-$66.9K)
Filed 2026-10-14
Modera Wealth Management, LLC
UNCHANGED
Shares4,138 from 4,138
Change0 (0%)
Value$422.9K (-$28.5K)
Filed 2026-10-28
MSH Capital Advisors LLC
INCREASED
Shares4,070 from 3,832
Change+238 (+6%)
Value$415.9K (-$2.1K)
Filed 2026-11-03
Independent Wealth Network Inc.
INCREASED
Shares4,069 from 3,987
Change+82 (+2%)
Value$415.8K (-$19.1K)
Filed 2026-10-19
Valeo Financial Advisors, LLC
INCREASED
Shares4,056 from 4,034
Change+22 (+1%)
Value$414.4K (-$25.6K)
Filed 2026-10-08
Meridian Wealth Management, LLC
INCREASED
Shares4,018 from 3,838
Change+180 (+5%)
Value$410.5K (-$8.1K)
Filed 2026-11-05
Worth Financial Advisory Group, LLC
DECREASED
Shares4,014 from 4,095
Change-81 (-2%)
Value$410.2K (-$36.5K)
Filed 2026-10-19
Independence Bank of Kentucky
DECREASED
Shares3,973 from 4,323
Change-350 (-8%)
Value$406.0K (-$65.5K)
Filed 2026-10-26
Legacy Edge Advisors, LLC
DECREASED
Shares3,944 from 4,880
Change-936 (-19%)
Value$403.0K (-$129.3K)
Filed 2026-11-06
Planned Solutions, Inc.
UNCHANGED
Shares3,942 from 3,942
Change0 (0%)
Value$402.8K (-$27.2K)
Filed 2026-10-19
Midwest Trust Co
DECREASED
Shares3,896 from 4,119
Change-223 (-5%)
Value$398.1K (-$51.2K)
Filed 2026-10-22
Claro Advisors Inc.
DECREASED
Shares3,895 from 4,319
Change-424 (-10%)
Value$398.0K (-$73.1K)
Filed 2026-11-02
Daymark Wealth Partners, LLC
DECREASED
Shares3,866 from 4,363
Change-497 (-11%)
Value$395.1K (-$80.8K)
Filed 2026-11-04
Two West Capital Advisors LLC
DECREASED
Shares3,857 from 4,048
Change-191 (-5%)
Value$395.0K (-$38.8K)
Filed 2026-10-15
Ridgewood Investments LLC
DECREASED
Shares3,793 from 4,295
Change-502 (-12%)
Value$387.6K (-$80.9K)
Filed 2026-10-05
Steinberganna Wealth Management
INCREASED
Shares3,777 from 3,745
Change+32 (+1%)
Value$386.0K (-$22.5K)
Filed 2026-10-23
Avantax Planning Partners, Inc.
INCREASED
Shares3,749 from 3,748
Change+1 (+0%)
Value$383.1K (-$25.8K)
Filed 2026-11-03
OxenFree Capital LLC
INCREASED
Shares3,663 from 3,574
Change+89 (+2%)
Value$374.2K (-$11.4K)
Filed 2026-10-07
Rossby Financial, LCC
INCREASED
Shares3,650 from 1,075
Change+2,575 (+240%)
Value$373.0K (+$255.7K)
Filed 2026-11-05
SimpliFi, Inc.
INCREASED
Shares3,644 from 3,600
Change+44 (+1%)
Value$372.3K (-$20.4K)
Filed 2026-10-28
Zenith Solutions, Inc.
INCREASED
Shares3,632 from 2,142
Change+1,490 (+70%)
Value$371.1K (+$137.5K)
Filed 2026-10-19
Caldwell Trust Co
DECREASED
Shares3,626 from 3,726
Change-100 (-3%)
Value$370.5K (-$35.9K)
Filed 2026-10-30
Sound Income Strategies, LLC
DECREASED
Shares3,395 from 4,319
Change-924 (-21%)
Value$347.9K (-$123.2K)
Filed 2026-10-09
Kaizen Financial Strategies
DECREASED
Shares3,387 from 5,822
Change-2,435 (-42%)
Value$346.1K (-$285.3K)
Filed 2026-10-09
S&A Financial Services, Inc.
DECREASED
Shares3,366 from 3,914
Change-548 (-14%)
Value$344.0K (-$83.0K)
Filed 2026-11-03
J. Derek Lewis & Associates Inc.
UNCHANGED
Shares3,342 from 3,342
Change0 (0%)
Value$341.5K (-$23.0K)
Filed 2026-11-03
BLB&B Advisors, LLC
DECREASED
Shares3,284 from 3,634
Change-350 (-10%)
Value$335.6K (-$60.8K)
Filed 2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED
Shares3,238 from 3,238
Change0 (0%)
Value$330.9K (-$22.3K)
Filed 2026-10-22
TigerOak Management, L.L.C.
INCREASED
Shares3,234 from 2,853
Change+381 (+13%)
Value$330.5K (+$19.3K)
Filed 2026-10-23
Peak Financial Management, Inc.
UNCHANGED
Shares3,221 from 3,221
Change0 (0%)
Value$329.2K (-$22.2K)
Filed 2026-10-16
Trust Co
UNCHANGED
Shares3,215 from 3,215
Change0 (0%)
Value$328.5K (-$22.2K)
Filed 2026-10-09
ProVise Management Group, LLC
DECREASED
Shares3,200 from 3,272
Change-72 (-2%)
Value$327.0K (-$29.9K)
Filed 2026-11-06
Cottage Street Advisors LLC
DECREASED
Shares3,193 from 3,443
Change-250 (-7%)
Value$326.3K (-$49.3K)
Filed 2026-10-19
Quadrant Private Wealth Management, LLC
NEW
Shares3,146
Change+3,146
Value$321.5K
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
INCREASED
Shares3,141 from 2,633
Change+508 (+19%)
Value$321.0K (+$33.8K)
Filed 2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares3,129 from 2,784
Change+345 (+12%)
Value$319.7K (+$16.1K)
Filed 2026-10-22
Robertson Stephens Wealth Management, LLC
INCREASED
Shares3,109 from 2,298
Change+811 (+35%)
Value$317.6K (+$67.0K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares3,096
Change+3,096
Value$316.4K
Filed 2026-10-14
Mezzasalma Advisors, LLC
DECREASED
Shares3,090 from 3,253
Change-163 (-5%)
Value$315.8K (-$39.1K)
Filed 2026-10-14
HCR Wealth Advisors
DECREASED
Shares3,077 from 3,257
Change-180 (-6%)
Value$314.4K (-$40.8K)
Filed 2026-10-15
Keystone Wealth Services, LLC
INCREASED
Shares3,074 from 3,010
Change+64 (+2%)
Value$314.8K (-$13.5K)
Filed 2026-11-03
Farrell Financial LLC
DECREASED
Shares3,067 from 14,171
Change-11,104 (-78%)
Value$313.4K (-$1.2M)
Filed 2026-10-16
Smallwood Wealth Investment Management, LLC
DECREASED
Shares3,036 from 3,156
Change-120 (-4%)
Value$310.2K (-$34.0K)
Filed 2026-10-30
VestGen Advisors, LLC
DECREASED
Shares3,017 from 12,858
Change-9,841 (-77%)
Value$308.3K (-$1.1M)
Filed 2026-10-27
FSM Wealth Advisors, LLC
DECREASED
Shares2,991 from 3,262
Change-271 (-8%)
Value$306.5K (-$49.3K)
Filed 2026-10-27
Wallington Asset Management, LLC
INCREASED
Shares2,895 from 2,085
Change+810 (+39%)
Value$295.8K (+$68.4K)
Filed 2026-11-04
Bank of New Hampshire
DECREASED
Shares2,858 from 2,938
Change-80 (-3%)
Value$292.0K (-$28.4K)
Filed 2026-10-06
GK Wealth Management LLC
DECREASED
Shares2,834 from 4,878
Change-2,044 (-42%)
Value$289.6K (-$242.5K)
Filed 2026-10-09
Invested Advisors
INCREASED
Shares2,808 from 2,343
Change+465 (+20%)
Value$286.9K (+$31.4K)
Filed 2026-10-23
Forte Asset Management LLC
DECREASED
Shares2,785 from 4,657
Change-1,872 (-40%)
Value$284.6K (-$223.4K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
DECREASED
Shares2,771 from 3,892
Change-1,121 (-29%)
Value$283.2K (-$141.3K)
Filed 2026-10-21
Old Mission Investment Co LLC
UNCHANGED
Shares2,770 from 2,770
Change0 (0%)
Value$283.0K (-$19.1K)
Filed 2026-10-22
Partners Wealth Management, LLC
NEW
Shares2,752
Change+2,752
Value$281.2K
Filed 2026-10-28
Wealth Effects LLC
INCREASED
Shares2,750 from 2,740
Change+10 (+0%)
Value$281.0K (-$17.8K)
Filed 2026-10-23
Pinnacle Associates LTD
DECREASED
Shares2,747 from 6,285
Change-3,538 (-56%)
Value$280.7K (-$404.8K)
Filed 2026-10-20
TSA Wealth Managment LLC
DECREASED
Shares2,711 from 2,771
Change-60 (-2%)
Value$277.0K (-$25.2K)
Filed 2026-10-22
NWF Advisory Services Inc.
INCREASED
Shares2,686 from 2,329
Change+357 (+15%)
Value$274.4K (+$20.4K)
Filed 2026-10-19
Bucket List Wealth Management, LLC
INCREASED
Shares2,675 from 2,493
Change+182 (+7%)
Value$273.3K (+$1.4K)
Filed 2026-10-22
Investmark Advisory Group LLC
NEW
Shares2,640
Change+2,640
Value$269.9K
Filed 2026-10-27
Bison Wealth, LLC
DECREASED
Shares2,639 from 3,618
Change-979 (-27%)
Value$270.7K (-$122.5K)
Filed 2026-10-13
Avaii Wealth Management, LLC
DECREASED
Shares2,632 from 2,679
Change-47 (-2%)
Value$268.0K (-$24.2K)
Filed 2026-10-09
Mainsail Financial Group, LLC
NEW
Shares2,619
Change+2,619
Value$267.6K
Filed 2026-10-23
Activest Wealth Management
DECREASED
Shares2,522 from 4,716
Change-2,194 (-47%)
Value$257.7K (-$256.7K)
Filed 2026-10-15
Bluedoor Private Wealth, LLC
UNCHANGED
Shares2,512 from 2,512
Change0 (0%)
Value$256.7K (-$17.3K)
Filed 2026-11-05
Wespac Advisors, LLC
DECREASED
Shares2,500 from 7,327
Change-4,827 (-66%)
Value$255.5K (-$543.7K)
Filed 2026-10-26
Tctc Holdings, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$255.5K (-$17.2K)
Filed 2026-11-02
Amicus Financial Advisors, LLC
INCREASED
Shares2,499 from 2,496
Change+3 (+0%)
Value$255.3K (-$16.9K)
Filed 2026-11-03
Harmony Asset Management LLC
INCREASED
Shares2,469 from 2,465
Change+4 (+0%)
Value$252.3K (-$16.6K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,463 from 2,463
Change0 (0%)
Value$251.7K (-$17.0K)
Filed 2026-10-13
Winthrop Advisory Group LLC
INCREASED
Shares2,462 from 2,428
Change+34 (+1%)
Value$251.6K (-$13.3K)
Filed 2026-10-22
Acorn Wealth Advisors, LLC
DECREASED
Shares2,439 from 2,601
Change-162 (-6%)
Value$249.2K (-$34.5K)
Filed 2026-10-19
Kesler, Norman & Wride, LLC
INCREASED
Shares2,421 from 2,336
Change+85 (+4%)
Value$247.3K (-$7.5K)
Filed 2026-11-06
Market Street Wealth Management Advisors LLC
UNCHANGED
Shares2,337 from 2,337
Change0 (0%)
Value$238.8K (-$16.1K)
Filed 2026-10-09
Caliber Wealth Management, LLC / KS
DECREASED
Shares2,325 from 2,463
Change-138 (-6%)
Value$237.6K (-$31.1K)
Filed 2026-11-04
TPG Advisors LLC
UNCHANGED
Shares2,325 from 2,325
Change0 (0%)
Value$237.6K (-$16.0K)
Filed 2026-10-16
Davenport & Co LLC
DECREASED
Shares2,283 from 2,461
Change-178 (-7%)
Value$233.3K (-$35.2K)
Filed 2026-10-14
Csenge Advisory Group
DECREASED
Shares2,282 from 2,840
Change-558 (-20%)
Value$233.1K (-$76.6K)
Filed 2026-11-04
Berkshire Money Management, Inc.
NEW
Shares2,259
Change+2,259
Value$230.8K
Filed 2026-10-21
Spire Wealth Management
DECREASED
Shares2,254 from 2,665
Change-411 (-15%)
Value$230.4K (-$60.4K)
Filed 2026-10-30
Chapin Davis, Inc.
INCREASED
Shares2,238 from 2,236
Change+2 (+0%)
Value$228.7K (-$15.2K)
Filed 2026-10-09
Shaker Investments LLC
DECREASED
Shares2,223 from 2,360
Change-137 (-6%)
Value$227.2K (-$30.2K)
Filed 2026-11-05
Etesian Wealth Advisors, Inc.
DECREASED
Shares2,207 from 2,958
Change-751 (-25%)
Value$225.5K (-$97.1K)
Filed 2026-10-27
United Financial Planning Group LLC
INCREASED
Shares2,202 from 2,178
Change+24 (+1%)
Value$225.0K (-$12.6K)
Filed 2026-11-04
Cannon Financial Strategists, Inc.
NEW
Shares2,182
Change+2,182
Value$223.0K
Filed 2026-10-19
Compass Financial Management LLC
DECREASED
Shares2,175 from 2,309
Change-134 (-6%)
Value$222.2K (-$28.6K)
Filed 2026-10-30
Dumont & Blake Investment Advisors LLC
UNCHANGED
Shares2,153 from 2,153
Change0 (0%)
Value$220.0K (-$14.8K)
Filed 2026-10-28
Sterling Investment Advisors LLC
NEW
Shares2,107
Change+2,107
Value$215.4K
Filed 2026-10-27
ARS Wealth Advisors Group, LLC
DECREASED
Shares2,101 from 2,634
Change-533 (-20%)
Value$214.7K (-$72.6K)
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares2,094 from 3,115
Change-1,021 (-33%)
Value$214.0K (-$125.7K)
Filed 2026-10-15
Truefg, LLC
DECREASED
Shares2,090 from 2,211
Change-121 (-5%)
Value$213.5K (-$27.6K)
Filed 2026-10-15
Breakwater Capital Group
DECREASED
Shares2,063 from 2,178
Change-115 (-5%)
Value$210.8K (-$26.8K)
Filed 2026-10-09
High Point Wealth Management, LLC
INCREASED
Shares2,045 from 2,000
Change+45 (+2%)
Value$209.0K (-$9.2K)
Filed 2026-11-05
Facet Wealth, Inc.
INCREASED
Shares2,023 from 1,998
Change+25 (+1%)
Value$206.7K (-$11.2K)
Filed 2026-11-04
Altfest L J & Co Inc
NEW
Shares2,012
Change+2,012
Value$205.6K
Filed 2026-10-27
Todd Asset Management LLC
NEW
Shares2,009
Change+2,009
Value$205.3K
Filed 2026-10-27
Vision Financial Markets LLC
DECREASED
Shares2,000 from 4,000
Change-2,000 (-50%)
Value$204.4K (-$231.9K)
Filed 2026-10-22
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$204.0K (-$14.0K)
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$204.4K (-$13.8K)
Filed 2026-11-02
Peak Wealth Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$206.4K (-$11.7K)
Filed 2026-10-26
Fragasso Financial Advisors Inc
INCREASED
Shares1,999 from 1,982
Change+17 (+1%)
Value$204.7K (-$11.5K)
Filed 2026-10-13
Revisor Wealth Management LLC
INCREASED
Shares1,969 from 1,964
Change+5 (+0%)
Value$202.4K (-$11.7K)
Filed 2026-10-20
Meadow Creek Wealth Advisors LLC
DECREASED
Shares1,964 from 2,914
Change-950 (-33%)
Value$200.7K (-$117.1K)
Filed 2026-11-02
Richardson Financial Services Inc.
DECREASED
Shares1,910 from 1,983
Change-73 (-4%)
Value$195.3K (-$21.1K)
Filed 2026-10-30
CFG Wealth Management Services, Inc.
NEW
Shares1,905
Change+1,905
Value$194.4K
Filed 2026-10-21
Finley Financial, LLC
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$193.9K (-$13.4K)
Filed 2026-10-28
Gilpin Wealth Management, LLC
DECREASED
Shares1,863 from 2,087
Change-224 (-11%)
Value$190.4K (-$37.3K)
Filed 2026-10-09
Covestor Ltd
INCREASED
Shares1,859 from 1,779
Change+80 (+5%)
Value$190 (-$193.8K)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares1,790 from 1,508
Change+282 (+19%)
Value$182.9K (+$18.4K)
Filed 2026-10-29
Chapman Financial Group, LLC
UNCHANGED
Shares1,754 from 1,754
Change0 (0%)
Value$179.2K (-$12.1K)
Filed 2026-10-26
North Star Investment Management Corp.
INCREASED
Shares1,718 from 1,176
Change+542 (+46%)
Value$175.6K (+$47.3K)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,587 from 1,587
Change0 (0%)
Value$162.2K (-$10.9K)
Filed 2026-10-23
Syntax Research, Inc.
DECREASED
Shares1,573 from 26,416
Change-24,843 (-94%)
Value$160.7K (-$2.7M)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares1,537 from 1,522
Change+15 (+1%)
Value$157.1K (-$9.0K)
Filed 2026-10-15
Ameliora Wealth Management Ltd.
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$150.7K (-$10.2K)
Filed 2026-10-23
Adirondack Trust Co
UNCHANGED
Shares1,407 from 1,407
Change0 (0%)
Value$143.8K (-$9.7K)
Filed 2026-10-14
Powell Investment Advisors, LLC
INCREASED
Shares1,259 from 1,247
Change+12 (+1%)
Value$128.7K (-$7.3K)
Filed 2026-10-22
Financial Consulate, Inc
INCREASED
Shares1,157 from 1,126
Change+31 (+3%)
Value$118.2K (-$4.6K)
Filed 2026-10-23
City Holding Co
DECREASED
Shares1,103 from 1,273
Change-170 (-13%)
Value$112.7K (-$26.1K)
Filed 2026-10-19
Transce3nd, LLC
INCREASED
Shares1,103 from 1,034
Change+69 (+7%)
Value$113.8K (+$2.7K)
Filed 2026-10-26
Winch Advisory Services, LLC
INCREASED
Shares1,101 from 1,088
Change+13 (+1%)
Value$112.5K (-$6.2K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares1,077
Change+1,077
Value$110.5K
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,073 from 1,066
Change+7 (+1%)
Value$108.9K (-$7.3K)
Filed 2026-11-02
Olistico Wealth, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$107.3K (-$7.2K)
Filed 2026-10-05
Financial Freedom, LLC
NEW
Shares1,008
Change+1,008
Value$103.0K
Filed 2026-11-06
Boyd Watterson Asset Management LLC
UNCHANGED
Shares965 from 965
Change0 (0%)
Value$98.6K (-$6.6K)
Filed 2026-11-06
Nova Financial LLC
NEW
Shares935
Change+935
Value$95.5K
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares901 from 872
Change+29 (+3%)
Value$92.1K (-$3.0K)
Filed 2026-10-14
Edgemoor Investment Advisors, Inc.
NEW
Shares856
Change+856
Value$87.5K
Filed 2026-11-03
Carolina Wealth Advisors, LLC
NEW
Shares815
Change+815
Value$83.3K
Filed 2026-10-23
Cullen T Bankers, Inc.
DECREASED
Shares800 from 2,963
Change-2,163 (-73%)
Value$81.7K (-$241.4K)
Filed 2026-10-28
Golden State Wealth Management, LLC
INCREASED
Shares779 from 777
Change+2 (+0%)
Value$79.7K (-$5.1K)
Filed 2026-11-02
Barrett & Company, Inc.
UNCHANGED
Shares778 from 778
Change0 (0%)
Value$79.5K (-$5.4K)
Filed 2026-10-22
Eastern Bank
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$69.6K (-$4.7K)
Filed 2026-10-05
Register Financial Advisors LLC
DECREASED
Shares664 from 739
Change-75 (-10%)
Value$67.8K (-$12.8K)
Filed 2026-10-23
Redwood Park Advisors LLC
NEW
Shares658
Change+658
Value$67.2K
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares644 from 458
Change+186 (+41%)
Value$65.8K (+$15.9K)
Filed 2026-10-27
Rosenberg Matthew Hamilton
UNCHANGED
Shares636 from 636
Change0 (0%)
Value$65.0K (-$4.4K)
Filed 2026-10-05
Larson Financial Group LLC
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$64.5K (-$4.3K)
Filed 2026-11-05
Centerpoint Advisors, LLC
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$60.0K (-$4.0K)
Filed 2026-11-05
Union Savings Bank
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$58.1K (-$3.9K)
Filed 2026-10-14
Security National Bank
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$57.2K (-$3.9K)
Filed 2026-10-26
Paladin Partners, LLC
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$55.7K (-$3.8K)
Filed 2026-10-06
John Boyer, Inc.
NEW
Shares529
Change+529
Value$54.1K
Filed 2026-10-27
Mechanics Financial Corp
DECREASED
Shares501 from 531
Change-30 (-6%)
Value$51.2K (-$6.7K)
Filed 2026-11-05
West Paces Advisors Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$51.1K (-$3.4K)
Filed 2026-10-13
Ares Financial Consulting, LLC
INCREASED
Shares475 from 469
Change+6 (+1%)
Value$48.5K (-$2.7K)
Filed 2026-10-19
Tsfg, LLC
DECREASED
Shares460 from 549
Change-89 (-16%)
Value$47 (-$60.0K)
Filed 2026-10-23
BankChampaign, National Association
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$46.8K (-$3.2K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
DECREASED
Shares455 from 1,755
Change-1,300 (-74%)
Value$46.5K (-$144.9K)
Filed 2026-11-04
Townsend Asset Management Corp
INCREASED
Shares448 from 444
Change+4 (+1%)
Value$45.8K (-$2.7K)
Filed 2026-10-29
Signature Resources Capital Management, LLC
DECREASED
Shares415 from 783
Change-368 (-47%)
Value$42.4K (-$43.0K)
Filed 2026-10-16
Mascoma Wealth Management LLC
DECREASED
Shares400 from 420
Change-20 (-5%)
Value$40.9K (-$4.9K)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares387
Change+387
Value$39.5K
Filed 2026-10-21
1620 Investment Advisors, Inc.
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$38.5K (-$2.6K)
Filed 2026-11-04
Avion Wealth
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$36.0K (+$36.0K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED
Shares350 from 252
Change+98 (+39%)
Value$35.8K (+$8.3K)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares347 from 906
Change-559 (-62%)
Value$35.5K (-$63.4K)
Filed 2026-10-14
Friedenthal Financial
INCREASED
Shares334 from 295
Change+39 (+13%)
Value$34.1K (+$2.0K)
Filed 2026-10-27
Costello Asset Management, Inc
DECREASED
Shares332 from 370
Change-38 (-10%)
Value$34.0K (-$6.4K)
Filed 2026-10-30
Armstrong Advisory Group, Inc
INCREASED
Shares324 from 320
Change+4 (+1%)
Value$33.1K (-$1.8K)
Filed 2026-10-09
Brown, Lisle Ings, Inc.
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$31.9K (-$2.2K)
Filed 2026-10-16
Signaturefd, LLC
INCREASED
Shares293 from 242
Change+51 (+21%)
Value$30.0K (+$3.6K)
Filed 2026-10-23
Oakworth Capital, Inc.
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$28.4K (-$1.9K)
Filed 2026-10-26
Central Trust Co
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$28.3K (-$1.9K)
Filed 2026-11-05
Canton Hathaway, LLC
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$27.5K (-$1.9K)
Filed 2026-10-23
Clearstead Trust, LLC
NEW
Shares266
Change+266
Value$27.2K
Filed 2026-11-06
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$26.6K (-$1.8K)
Filed 2026-10-05
Provident Wealth Management, LLC
DECREASED
Shares250 from 500
Change-250 (-50%)
Value$25.5K (-$29.0K)
Filed 2026-10-20
Trust Co of Toledo NA
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$25.5K (-$1.7K)
Filed 2026-10-16
Bangor Savings Bank
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$24.4K (-$1.6K)
Filed 2026-10-06
NBT Bank, N.A.
DECREASED
Shares238 from 393
Change-155 (-39%)
Value$24.3K (-$18.5K)
Filed 2026-10-21
First Horizon Corp
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$23.7K (-$1.6K)
Filed 2026-10-26
Rakuten Securities, Inc.
INCREASED
Shares228 from 161
Change+67 (+42%)
Value$23.3K (+$5.7K)
Filed 2026-11-02
Rossmore Private Capital
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$23.2K (-$1.6K)
Filed 2026-10-27
First Bancorp, Inc
INCREASED
Shares222 from 184
Change+38 (+21%)
Value$22.7K (+$2.6K)
Filed 2026-10-26
Hilltop National Bank
DECREASED
Shares200 from 265
Change-65 (-25%)
Value$20.4K (-$8.5K)
Filed 2026-10-14
Fortis Group Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$20.4K (-$1.4K)
Filed 2026-11-06
NBH Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$20.4K (-$1.4K)
Filed 2026-11-05
Citizens National Bank Trust Department
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$20.4K (-$1.4K)
Filed 2026-11-04
Angeles Wealth Management, LLC
NEW
Shares196
Change+196
Value$20.1K
Filed 2026-10-26
Cape Investment Advisory, Inc.
DECREASED
Shares195 from 206
Change-11 (-5%)
Value$19.9K (-$2.5K)
Filed 2026-10-13
Nemes Rush Group LLC
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$19.6K (-$1.3K)
Filed 2026-11-04
Biltmore Family Office, LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$19.4K (-$1.3K)
Filed 2026-11-03
Three Bridge Wealth Advisors, LLC
NEW
Shares189
Change+189
Value$19.3K
Filed 2026-11-05
Chilton Capital Management LLC
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$18.8K (-$1.3K)
Filed 2026-10-28
Hurley Capital, LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$17.9K (-$1.2K)
Filed 2026-11-05
Pflug Koory, LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$16.8K (-$1.1K)
Filed 2026-10-26
Investors Research Corp
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$16.7K (-$1.1K)
Filed 2026-10-07
Kennebec Savings Bank
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$15.9K (-$1.1K)
Filed 2026-10-22
EPG Wealth Management LLC
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$14.8K (-$999)
Filed 2026-11-03
Concord Wealth Partners
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$14.6K (-$985)
Filed 2026-11-02
United Community Bank
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$14.4K (-$972)
Filed 2026-10-28
Pacific Center for Financial Services
DECREASED
Shares128 from 200
Change-72 (-36%)
Value$13.0K (-$8.8K)
Filed 2026-10-15
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$12.6K (-$847)
Filed 2026-10-15
Center for Financial Planning, Inc.
DECREASED
Shares112 from 129
Change-17 (-13%)
Value$11.4K (-$2.6K)
Filed 2026-10-26
Piscataqua Savings Bank
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$11.2K (-$758)
Filed 2026-10-21
Horizon Financial Services, LLC
NEW
Shares103
Change+103
Value$10.5K
Filed 2026-11-04
AlphaCore Capital LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$10.5K (-$709)
Filed 2026-11-04
POM Investment Strategies, LLC
NEW
Shares102
Change+102
Value$10.4K
Filed 2026-10-20
American Capital Advisory, LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$9.8K (-$661)
Filed 2026-10-28
Granite Investment Partners, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$8.7K (-$586)
Filed 2026-11-04
Jcic Asset Management Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$8.7K (-$577)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
INCREASED
Shares83 from 82
Change+1 (+1%)
Value$8.4K (-$461)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares81
Change+81
Value$8.3K
Filed 2026-10-30
Financial Perspectives, Inc
INCREASED
Shares72 from 71
Change+1 (+1%)
Value$7.4K (-$402)
Filed 2026-11-03
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$7.1K (-$476)
Filed 2026-10-30
Bank & Trust Co
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$6.6K (-$448)
Filed 2026-10-07
Southern Michigan Bank & Trust
NEW
Shares61
Change+61
Value$6.2K
Filed 2026-10-19
Wagner Wealth Management, LLC
INCREASED
Shares58 from 57
Change+1 (+2%)
Value$5.9K (-$324)
Filed 2026-10-21
Wilkerson Advisory Group LLC
DECREASED
Shares55 from 75
Change-20 (-27%)
Value$5.6K (-$2.6K)
Filed 2026-10-20
Nfsg Corp
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.1K (-$345)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
DECREASED
Shares48 from 452
Change-404 (-89%)
Value$4.9K (-$44.4K)
Filed 2026-10-28
Thompson Investment Management, Inc.
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$4.9K (-$330)
Filed 2026-10-14
Pinnacle Bancorp, Inc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$4.7K (-$317)
Filed 2026-10-21
JFS Wealth Advisors, LLC
DECREASED
Shares44 from 271
Change-227 (-84%)
Value$4.5K (-$25.1K)
Filed 2026-11-03
Evolution Wealth Management Inc.
INCREASED
Shares43 from 28
Change+15 (+54%)
Value$4.4K (+$1.3K)
Filed 2026-10-28
CX Institutional
DECREASED
Shares43 from 49
Change-6 (-12%)
Value$4 (-$1)
Filed 2026-10-02
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$4.3K (-$289)
Filed 2026-11-02
Axiom Investment Management LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$4.1K (-$276)
Filed 2026-11-03
Mosley Wealth Management
INCREASED
Shares36 from 35
Change+1 (+3%)
Value$3.7K (-$137)
Filed 2026-10-16
Highline Wealth Partners LLC
NEW
Shares31
Change+31
Value$3.2K
Filed 2026-10-19
Global Trust Asset Management, LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$3.2K (-$213)
Filed 2026-10-19
Evermay Wealth Management LLC
DECREASED
Shares30 from 114
Change-84 (-74%)
Value$3.1K (-$9.4K)
Filed 2026-11-05
Collier Financial
DECREASED
Shares28 from 34
Change-6 (-18%)
Value$2.9K (-$810)
Filed 2026-11-06
Adkins Seale Capital Management LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.9K (-$193)
Filed 2026-10-27
First United Bank & Trust
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.0K (-$137)
Filed 2026-10-22
Trust Co of Vermont
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.0K (-$137)
Filed 2026-10-21
Catherine Avery Investment Management LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.7K (-$117)
Filed 2026-10-14
Barnes Dennig Private Wealth Management LLC
DECREASED
Shares15 from 172
Change-157 (-91%)
Value$1.5K (-$17.2K)
Filed 2026-10-30
Farmers & Merchants Investments Inc
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.5K (-$103)
Filed 2026-10-22
Quaker Wealth Management, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.4K (-$96)
Filed 2026-10-22
MTM Investment Management, LLC
INCREASED
Shares13 from 4
Change+9 (+225%)
Value$1.3K (+$892)
Filed 2026-10-30
Phillips Financial Management, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.3K (-$90)
Filed 2026-10-19
Noble Wealth Management PBC
DECREASED
Shares11 from 21
Change-10 (-48%)
Value$1.1K (-$1.2K)
Filed 2026-10-01
Abound Wealth Management
NEW
Shares10
Change+10
Value$1.0K
Filed 2026-10-26
Asset Dedication, LLC
DECREASED
Shares9 from 4,646
Change-4,637 (-100%)
Value$920 (-$505.8K)
Filed 2026-11-03
Networth Advisors, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$931 (-$51)
Filed 2026-11-03
Elevation Wealth Partners, LLC
NEW
Shares6
Change+6
Value$614
Filed 2026-10-07
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$511 (-$35)
Filed 2026-10-23
Natixis
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$511 (-$34)
Filed 2026-11-06
Nvest Wealth Strategies, Inc.
DECREASED
Shares2 from 23
Change-21 (-91%)
Value$206 (-$2.3K)
Filed 2026-10-14
Viewpoint Capital Management LLC
NEW
Shares1
Change+1
Value$102
Filed 2026-10-27
Realta Investment Advisors
DECREASED
Shares1 from 59
Change-58 (-98%)
Value$81 (-$6.3K)
Filed 2026-10-14
Balance Wealth Partners LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-27
Constellation Investments, Inc.
CLOSED
Shares0 from 249,317
Change-249,317 (-100%)
Value$0 (-$27.2M)
Filed 2026-10-28
Deutsche Bank Ag\
CLOSED
Shares0 from 151,444
Change-151,444 (-100%)
Value$0 (-$16.5M)
Filed 2026-11-06
Heartwood Wealth Advisors LLC
CLOSED
Shares0 from 91,511
Change-91,511 (-100%)
Value$0 (-$10.0M)
Filed 2026-10-05
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 67,784
Change-67,784 (-100%)
Value$0 (-$7.4M)
Filed 2026-10-21
Rochester Wealth Strategies, LLC
CLOSED
Shares0 from 51,060
Change-51,060 (-100%)
Value$0 (-$5.6M)
Filed 2026-11-03
Clarus Wealth Advisors
CLOSED
Shares0 from 27,239
Change-27,239 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-13
Alpha Wealth Funds, LLC
CLOSED
Shares0 from 19,677
Change-19,677 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-05
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 18,675
Change-18,675 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-26
Premier Path Wealth Partners, LLC
CLOSED
Shares0 from 13,962
Change-13,962 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-16
HUB Investment Partners, LLC
CLOSED
Shares0 from 12,931
Change-12,931 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
True Freedom Investing, LLC
CLOSED
Shares0 from 12,251
Change-12,251 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-29
Pinkerton Wealth, LLC
CLOSED
Shares0 from 12,112
Change-12,112 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-29
Capitol Family Office, Inc.
CLOSED
Shares0 from 11,701
Change-11,701 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
CIBC Asset Management Inc
CLOSED
Shares0 from 11,700
Change-11,700 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Spectrum Strategic Capital Management, LLC
CLOSED
Shares0 from 11,417
Change-11,417 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-22
Arrow Investment Advisors, LLC
CLOSED
Shares0 from 10,860
Change-10,860 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-02
Florin Court Capital LLP
CLOSED
Shares0 from 10,800
Change-10,800 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-02
Roman Butler Fullerton & Co
CLOSED
Shares0 from 9,712
Change-9,712 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
Mandatum Life Insurance Co Ltd
CLOSED
Shares0 from 9,520
Change-9,520 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-06
Bokf, NA
CLOSED
Shares0 from 8,808
Change-8,808 (-100%)
Value$0 (-$960.7K)
Filed 2026-10-27
Kelly Financial Services LLC
CLOSED
Shares0 from 8,526
Change-8,526 (-100%)
Value$0 (-$929.9K)
Filed 2026-10-20
Quantum Financial Partners LLC
CLOSED
Shares0 from 8,375
Change-8,375 (-100%)
Value$0 (-$913.5K)
Filed 2026-10-19
Arlington Capital Management Inc
CLOSED
Shares0 from 6,565
Change-6,565 (-100%)
Value$0 (-$716.0K)
Filed 2026-10-30
Saxony Capital Management, LLC
CLOSED
Shares0 from 6,314
Change-6,314 (-100%)
Value$0 (-$688.7K)
Filed 2026-10-15
Ledyard National Bank
CLOSED
Shares0 from 5,794
Change-5,794 (-100%)
Value$0 (-$632.0K)
Filed 2026-10-21
Compagnie Lombard Odier SCmA
CLOSED
Shares0 from 5,670
Change-5,670 (-100%)
Value$0 (-$618.4K)
Filed 2026-11-04
TFB Advisors LLC
CLOSED
Shares0 from 5,418
Change-5,418 (-100%)
Value$0 (-$590.9K)
Filed 2026-11-02
Texas Bank & Trust Co
CLOSED
Shares0 from 4,979
Change-4,979 (-100%)
Value$0 (-$543.1K)
Filed 2026-11-04
Plancorp, LLC
CLOSED
Shares0 from 4,922
Change-4,922 (-100%)
Value$0 (-$526.5K)
Filed 2026-11-03
Sensible Money, LLC
CLOSED
Shares0 from 4,637
Change-4,637 (-100%)
Value$0 (-$505.8K)
Filed 2026-10-20
Asempa Wealth Advisors
CLOSED
Shares0 from 4,314
Change-4,314 (-100%)
Value$0 (-$470.5K)
Filed 2026-10-07
Able Financial Group, LLC
CLOSED
Shares0 from 4,157
Change-4,157 (-100%)
Value$0 (-$453.4K)
Filed 2026-10-14
XY Planning Network, Inc.
CLOSED
Shares0 from 3,651
Change-3,651 (-100%)
Value$0 (-$398.2K)
Filed 2026-10-14
Horst & Graben Wealth Management LLC
CLOSED
Shares0 from 3,502
Change-3,502 (-100%)
Value$0 (-$379.8K)
Filed 2026-11-02
Riverbend Wealth Management, LLC
CLOSED
Shares0 from 3,403
Change-3,403 (-100%)
Value$0 (-$371.2K)
Filed 2026-10-15
Sagespring Wealth Partners, LLC
CLOSED
Shares0 from 2,953
Change-2,953 (-100%)
Value$0 (-$322.1K)
Filed 2026-10-22
Personal CFO Solutions, LLC
CLOSED
Shares0 from 2,872
Change-2,872 (-100%)
Value$0 (-$313.2K)
Filed 2026-11-06
Entrewealth, LLC
CLOSED
Shares0 from 2,853
Change-2,853 (-100%)
Value$0 (-$303.4K)
Filed 2026-10-14
Fiduciary Alliance LLC
CLOSED
Shares0 from 2,697
Change-2,697 (-100%)
Value$0 (-$294.1K)
Filed 2026-10-13
Fairvoy Private Wealth, LLC
CLOSED
Shares0 from 2,511
Change-2,511 (-100%)
Value$0 (-$273.8K)
Filed 2026-10-19
Madrid Financial Services
CLOSED
Shares0 from 2,375
Change-2,375 (-100%)
Value$0 (-$259.0K)
Filed 2026-11-03
Smith Shellnut Wilson LLC
CLOSED
Shares0 from 2,300
Change-2,300 (-100%)
Value$0 (-$250.9K)
Filed 2026-10-21
Cpwa, LLC
CLOSED
Shares0 from 2,074
Change-2,074 (-100%)
Value$0 (-$226.2K)
Filed 2026-11-04
Crown Wealth Group, LLC
CLOSED
Shares0 from 2,034
Change-2,034 (-100%)
Value$0 (-$221.8K)
Filed 2026-10-19
Sumitomo Mitsui DS Asset Management Company, Ltd
CLOSED
Shares0 from 2,030
Change-2,030 (-100%)
Value$0 (-$221.4K)
Filed 2026-10-20
Belvedere Trading LLC
CLOSED
Shares0 from 1,931
Change-1,931 (-100%)
Value$0 (-$210.6K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,930
Change-1,930 (-100%)
Value$0 (-$209.4K)
Filed 2026-11-02
D.B. Root & Company, LLC
CLOSED
Shares0 from 1,924
Change-1,924 (-100%)
Value$0 (-$209.9K)
Filed 2026-11-04
Breachway Investments LLC
CLOSED
Shares0 from 1,921
Change-1,921 (-100%)
Value$0 (-$209.5K)
Filed 2026-10-19
Forum Financial Management, LP
CLOSED
Shares0 from 1,917
Change-1,917 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 1,890
Change-1,890 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-13
Beacon Financial Group
CLOSED
Shares0 from 1,884
Change-1,884 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-19
Parsons Capital Management Inc
CLOSED
Shares0 from 1,859
Change-1,859 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-28
Wedgewood Investors Inc
CLOSED
Shares0 from 1,848
Change-1,848 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-28
AlphaCentric Advisors LLC
CLOSED
Shares0 from 1,256
Change-1,256 (-100%)
Value$0 (-$137.0K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 968
Change-968 (-100%)
Value$0 (-$103.3K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 711
Change-711 (-100%)
Value$0 (-$77.5K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 649
Change-649 (-100%)
Value$0 (-$70.8K)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 592
Change-592 (-100%)
Value$0 (-$64.6K)
Filed 2026-10-13
Park National Corp
CLOSED
Shares0 from 390
Change-390 (-100%)
Value$0 (-$42.5K)
Filed 2026-10-05
Wellington Grp LLC
CLOSED
Shares0 from 377
Change-377 (-100%)
Value$0 (-$41.1K)
Filed 2026-11-06
Tucker Asset Management LLC
CLOSED
Shares0 from 209
Change-209 (-100%)
Value$0 (-$22.8K)
Filed 2026-10-29
BankPlus Trust Department
CLOSED
Shares0 from 199
Change-199 (-100%)
Value$0 (-$21.7K)
Filed 2026-11-06
SYM Financial Corp
CLOSED
Shares0 from 127
Change-127 (-100%)
Value$0 (-$13.9K)
Filed 2026-10-26
Comprehensive Financial Planning, Inc.
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-27
Brooklyn FI, LLC
CLOSED
Shares0 from 113
Change-113 (-100%)
Value$0 (-$12.1K)
Filed 2026-11-05
Burk Holdings LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$10.9K)
Filed 2026-11-05
Pittenger & Anderson Inc
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$8.5K)
Filed 2026-11-02
Markowski Investments
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-30
Parkside Financial Bank & Trust
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-27
Founders Capital Management
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-13
Kingdom Financial Group Llc.
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.5K)
Filed 2026-11-04
Robinswood Financial LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-20
High Note Wealth, LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$54)
Filed 2026-10-27
Clark Wealth Partners
CLOSED
Shares0 from 0
Change0
Value$0 (-$1)
Filed 2026-10-19
Bank of America Corp
N/A
Shares— from 25,658,147
Change-25,658,147 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 19,248,751
Change-19,248,751 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 19,120,368
Change-19,120,368 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 17,429,340
Change-17,429,340 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 12,435,413
Change-12,435,413 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 11,419,910
Change-11,419,910 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 10,601,426
Change-10,601,426 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 10,235,200
Change-10,235,200 (-100%)
Value—
Allianz SE
N/A
Shares— from 7,862,205
Change-7,862,205 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,493,872
Change-7,493,872 (-100%)
Value—
Ontario Teachers Pension Plan Board
N/A
Shares— from 6,350,000
Change-6,350,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,101,242
Change-6,101,242 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,090,714
Change-5,090,714 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,666,082
Change-4,666,082 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 4,559,454
Change-4,559,454 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,451,008
Change-4,451,008 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,926,364
Change-3,926,364 (-100%)
Value—
BNP Paribas
N/A
Shares— from 3,391,228
Change-3,391,228 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,795,629
Change-2,795,629 (-100%)
Value—
Empower Annuity Insurance Co
N/A
Shares— from 2,456,850
Change-2,456,850 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 2,409,021
Change-2,409,021 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,046,151
Change-2,046,151 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,965,000
Change-1,965,000 (-100%)
Value—
Aozora Bank, Ltd.
N/A
Shares— from 1,820,000
Change-1,820,000 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,804,239
Change-1,804,239 (-100%)
Value—
Members Trust Co
N/A
Shares— from 1,552,970
Change-1,552,970 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,445,708
Change-1,445,708 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,199,410
Change-1,199,410 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,103,179
Change-1,103,179 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 1,050,500
Change-1,050,500 (-100%)
Value—
Man Group plc
N/A
Shares— from 979,525
Change-979,525 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 931,663
Change-931,663 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 894,125
Change-894,125 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 890,406
Change-890,406 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 880,355
Change-880,355 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 859,205
Change-859,205 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 850,000
Change-850,000 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 817,911
Change-817,911 (-100%)
Value—
APG Asset Management US Inc.
N/A
Shares— from 786,699
Change-786,699 (-100%)
Value—
Symetra Investment Management Co
N/A
Shares— from 755,710
Change-755,710 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 735,113
Change-735,113 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 710,173
Change-710,173 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 704,701
Change-704,701 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 700,336
Change-700,336 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 664,659
Change-664,659 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 644,200
Change-644,200 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 603,052
Change-603,052 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 567,136
Change-567,136 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 524,851
Change-524,851 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 466,177
Change-466,177 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 460,000
Change-460,000 (-100%)
Value—
Symmetry Investments LP
N/A
Shares— from 455,000
Change-455,000 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 450,924
Change-450,924 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 432,078
Change-432,078 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 426,500
Change-426,500 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 385,481
Change-385,481 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 383,157
Change-383,157 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 352,343
Change-352,343 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 350,937
Change-350,937 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 338,916
Change-338,916 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 338,060
Change-338,060 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 327,250
Change-327,250 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 323,920
Change-323,920 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 309,351
Change-309,351 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 309,107
Change-309,107 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 301,296
Change-301,296 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 299,492
Change-299,492 (-100%)
Value—
Planning Project LLC
N/A
Shares— from 299,341
Change-299,341 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 288,283
Change-288,283 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 282,464
Change-282,464 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 280,636
Change-280,636 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 272,760
Change-272,760 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 265,371
Change-265,371 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 259,417
Change-259,417 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 255,073
Change-255,073 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 238,959
Change-238,959 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 224,000
Change-224,000 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 219,888
Change-219,888 (-100%)
Value—
Invst, LLC
N/A
Shares— from 217,669
Change-217,669 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 215,629
Change-215,629 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 214,905
Change-214,905 (-100%)
Value—
Petrus Trust Company, LTA
N/A
Shares— from 211,209
Change-211,209 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 209,432
Change-209,432 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 206,247
Change-206,247 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 206,245
Change-206,245 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 205,103
Change-205,103 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 204,926
Change-204,926 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 204,315
Change-204,315 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 199,385
Change-199,385 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 195,454
Change-195,454 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 194,203
Change-194,203 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 190,075
Change-190,075 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 184,691
Change-184,691 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 182,169
Change-182,169 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 181,212
Change-181,212 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 168,227
Change-168,227 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 161,491
Change-161,491 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 155,740
Change-155,740 (-100%)
Value—
American Family Investments, Inc.
N/A
Shares— from 155,400
Change-155,400 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 151,037
Change-151,037 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 149,960
Change-149,960 (-100%)
Value—
Tiff Advisory Services, LLC
N/A
Shares— from 143,968
Change-143,968 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 141,908
Change-141,908 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 141,621
Change-141,621 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 141,279
Change-141,279 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 140,797
Change-140,797 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 140,742
Change-140,742 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 137,523
Change-137,523 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 135,678
Change-135,678 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 135,400
Change-135,400 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 133,312
Change-133,312 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 132,059
Change-132,059 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 131,609
Change-131,609 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 128,358
Change-128,358 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 127,984
Change-127,984 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 124,812
Change-124,812 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 124,070
Change-124,070 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 121,947
Change-121,947 (-100%)
Value—
MTC Wealth Management LLC
N/A
Shares— from 121,283
Change-121,283 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 119,901
Change-119,901 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 119,718
Change-119,718 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 118,518
Change-118,518 (-100%)
Value—
Betterment LLC
N/A
Shares— from 116,839
Change-116,839 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 115,202
Change-115,202 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 110,145
Change-110,145 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 110,100
Change-110,100 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 110,100
Change-110,100 (-100%)
Value—
Finhabits Advisors LLC
N/A
Shares— from 108,943
Change-108,943 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 108,924
Change-108,924 (-100%)
Value—
EFG International AG
N/A
Shares— from 103,310
Change-103,310 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 102,378
Change-102,378 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 101,239
Change-101,239 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 100,916
Change-100,916 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 100,442
Change-100,442 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 99,972
Change-99,972 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 99,349
Change-99,349 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 98,911
Change-98,911 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 96,700
Change-96,700 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 95,196
Change-95,196 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 88,370
Change-88,370 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 87,794
Change-87,794 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 85,581
Change-85,581 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 83,500
Change-83,500 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 83,170
Change-83,170 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 82,006
Change-82,006 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 81,070
Change-81,070 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 80,152
Change-80,152 (-100%)
Value—
Coral Wealth Management, LLC
N/A
Shares— from 79,514
Change-79,514 (-100%)
Value—
Stephens Inc
N/A
Shares— from 77,411
Change-77,411 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 75,511
Change-75,511 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 73,041
Change-73,041 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 72,657
Change-72,657 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 71,705
Change-71,705 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 70,837
Change-70,837 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 70,144
Change-70,144 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 70,126
Change-70,126 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 69,356
Change-69,356 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 67,618
Change-67,618 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 67,452
Change-67,452 (-100%)
Value—
FMR LLC
N/A
Shares— from 65,275
Change-65,275 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 65,035
Change-65,035 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 63,162
Change-63,162 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 62,000
Change-62,000 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 59,695
Change-59,695 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 58,960
Change-58,960 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 58,559
Change-58,559 (-100%)
Value—
Allstate Corp
N/A
Shares— from 57,960
Change-57,960 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 53,986
Change-53,986 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 52,980
Change-52,980 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 52,658
Change-52,658 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 52,393
Change-52,393 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 50,671
Change-50,671 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 47,500
Change-47,500 (-100%)
Value—
Commerce Bank
N/A
Shares— from 47,344
Change-47,344 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 45,969
Change-45,969 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 42,896
Change-42,896 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 42,308
Change-42,308 (-100%)
Value—
&partners
N/A
Shares— from 41,045
Change-41,045 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 40,760
Change-40,760 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 39,801
Change-39,801 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 39,578
Change-39,578 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 39,235
Change-39,235 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 38,208
Change-38,208 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 37,573
Change-37,573 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 36,511
Change-36,511 (-100%)
Value—
Sagil Capital LLP
N/A
Shares— from 36,200
Change-36,200 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 35,782
Change-35,782 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 35,095
Change-35,095 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 35,011
Change-35,011 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 34,422
Change-34,422 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 34,108
Change-34,108 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 33,877
Change-33,877 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 33,810
Change-33,810 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 33,356
Change-33,356 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 33,124
Change-33,124 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 32,558
Change-32,558 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 32,190
Change-32,190 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 31,543
Change-31,543 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 30,990
Change-30,990 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 30,148
Change-30,148 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 30,023
Change-30,023 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 30,015
Change-30,015 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 28,918
Change-28,918 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 26,499
Change-26,499 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 25,168
Change-25,168 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 24,851
Change-24,851 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 24,748
Change-24,748 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 24,507
Change-24,507 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 24,139
Change-24,139 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 22,924
Change-22,924 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 22,497
Change-22,497 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 22,066
Change-22,066 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 21,816
Change-21,816 (-100%)
Value—
Prudential PLC
N/A
Shares— from 21,788
Change-21,788 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 21,728
Change-21,728 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 21,528
Change-21,528 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 21,385
Change-21,385 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 20,519
Change-20,519 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 20,379
Change-20,379 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 19,811
Change-19,811 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 19,790
Change-19,790 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 19,300
Change-19,300 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 18,596
Change-18,596 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 18,586
Change-18,586 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 18,517
Change-18,517 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 18,422
Change-18,422 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 18,078
Change-18,078 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 17,904
Change-17,904 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 17,646
Change-17,646 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 17,272
Change-17,272 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 17,155
Change-17,155 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 17,017
Change-17,017 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 16,956
Change-16,956 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 16,091
Change-16,091 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 15,903
Change-15,903 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 15,692
Change-15,692 (-100%)
Value—
Nwam LLC
N/A
Shares— from 15,607
Change-15,607 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 15,584
Change-15,584 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 15,241
Change-15,241 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 15,144
Change-15,144 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 15,079
Change-15,079 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 14,791
Change-14,791 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 14,751
Change-14,751 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 14,672
Change-14,672 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 14,004
Change-14,004 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 13,820
Change-13,820 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 13,656
Change-13,656 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 13,609
Change-13,609 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 13,575
Change-13,575 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 13,511
Change-13,511 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 13,383
Change-13,383 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 13,261
Change-13,261 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 13,239
Change-13,239 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 13,211
Change-13,211 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 13,098
Change-13,098 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 13,045
Change-13,045 (-100%)
Value—
Blair William & Co
N/A
Shares— from 12,467
Change-12,467 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 12,347
Change-12,347 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 11,931
Change-11,931 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 11,747
Change-11,747 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 11,418
Change-11,418 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 11,213
Change-11,213 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 10,711
Change-10,711 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 10,496
Change-10,496 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 9,612
Change-9,612 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 9,559
Change-9,559 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 9,484
Change-9,484 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 9,335
Change-9,335 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 8,988
Change-8,988 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 8,879
Change-8,879 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,846
Change-8,846 (-100%)
Value—
American Capital Management Inc
N/A
Shares— from 8,702
Change-8,702 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 8,629
Change-8,629 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 8,616
Change-8,616 (-100%)
Value—
FIL Ltd
N/A
Shares— from 8,500
Change-8,500 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 8,390
Change-8,390 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 8,088
Change-8,088 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 7,991
Change-7,991 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 7,691
Change-7,691 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,685
Change-7,685 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 7,592
Change-7,592 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 7,551
Change-7,551 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 7,528
Change-7,528 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 7,335
Change-7,335 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 7,321
Change-7,321 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 7,171
Change-7,171 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 7,098
Change-7,098 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,066
Change-7,066 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 6,756
Change-6,756 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 6,516
Change-6,516 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 6,514
Change-6,514 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,354
Change-6,354 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 6,204
Change-6,204 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,131
Change-6,131 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 6,051
Change-6,051 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 6,016
Change-6,016 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,977
Change-5,977 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 5,939
Change-5,939 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 5,917
Change-5,917 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,914
Change-5,914 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 5,848
Change-5,848 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 5,823
Change-5,823 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,629
Change-5,629 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,594
Change-5,594 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 5,518
Change-5,518 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 5,490
Change-5,490 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 5,482
Change-5,482 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 5,451
Change-5,451 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 5,425
Change-5,425 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,339
Change-5,339 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 5,295
Change-5,295 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,269
Change-5,269 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 5,065
Change-5,065 (-100%)
Value—
GHE, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 4,893
Change-4,893 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 4,887
Change-4,887 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 4,816
Change-4,816 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 4,749
Change-4,749 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 4,638
Change-4,638 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 4,506
Change-4,506 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,095
Change-4,095 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 4,086
Change-4,086 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 4,067
Change-4,067 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,062
Change-4,062 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,034
Change-4,034 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 4,013
Change-4,013 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 3,979
Change-3,979 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 3,962
Change-3,962 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 3,855
Change-3,855 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,834
Change-3,834 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,803
Change-3,803 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,782
Change-3,782 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 3,726
Change-3,726 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 3,663
Change-3,663 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 3,653
Change-3,653 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 3,505
Change-3,505 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,497
Change-3,497 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 3,449
Change-3,449 (-100%)
Value—
Investments & Financial Planning, LLC
N/A
Shares— from 3,410
Change-3,410 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 3,284
Change-3,284 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 3,091
Change-3,091 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,068
Change-3,068 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 2,983
Change-2,983 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,983
Change-2,983 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 2,917
Change-2,917 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 2,905
Change-2,905 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,851
Change-2,851 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 2,682
Change-2,682 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 2,624
Change-2,624 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 2,399
Change-2,399 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,387
Change-2,387 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
American Trust
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,353
Change-2,353 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 2,225
Change-2,225 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 2,220
Change-2,220 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 2,174
Change-2,174 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Angel Oak Capital Advisors, LLC
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 2,074
Change-2,074 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 1,883
Change-1,883 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1,761
Change-1,761 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,553
Change-1,553 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,488
Change-1,488 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 1,416
Change-1,416 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,401
Change-1,401 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,283
Change-1,283 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 997
Change-997 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 904
Change-904 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 888
Change-888 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 848
Change-848 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 839
Change-839 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 790
Change-790 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 739
Change-739 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 733
Change-733 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 622
Change-622 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 548
Change-548 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 532
Change-532 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 450
Change-450 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 380
Change-380 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 380
Change-380 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 380
Change-380 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 367
Change-367 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 359
Change-359 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 283
Change-283 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 222
Change-222 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 214
Change-214 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 161
Change-161 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 148
Change-148 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 145
Change-145 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 135
Change-135 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 118
Change-118 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 115
Change-115 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 96
Change-96 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 93
Change-93 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 41
Change-41 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 26
Change-26 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 26
Change-26 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 22
Change-22 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Japan Science & Technology Agency
UNCHANGED8,506,4508,506,45000%$927.8M$869.2M-$58.6M2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED4,610,5623,997,712+612,850+15%$436.0M$471.1M+$35.1M2026-11-05
LPL Financial LLC
DECREASED4,121,6984,469,538-347,840-8%$487.5M$421.2M-$66.3M2026-11-06
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED4,040,4004,040,40000%$440.7M$412.8M-$27.8M2026-10-28
State of Michigan Retirement System
UNCHANGED3,072,4003,072,40000%$335.1M$313.9M-$21.2M2026-10-27
Barings LLC
UNCHANGED2,720,2112,720,21100%$296.7M$278.0M-$18.7M2026-10-22
Barclays PLC
INCREASED2,161,6201,541,878+619,742+40%$168.2M$220.9M+$52.7M2026-11-06
North Dakota State Investment Board
INCREASED1,447,1981,167,864+279,334+24%$127.4M$147.9M+$20.5M2026-10-27
One Way Holdings LLC
INCREASED1,409,0431,189,126+219,917+18%$129.7M$144.0M+$14.3M2026-10-29
Fisher Asset Management, LLC
DECREASED1,180,6511,783,303-602,652-34%$194.5M$120.6M-$73.9M2026-11-06
Farther Finance Advisors, LLC
INCREASED1,110,491913,046+197,445+22%$99.6M$113.5M+$13.9M2026-10-08
PNC Financial Services Group, Inc.
DECREASED1,007,5271,094,681-87,154-8%$119.4M$102.9M-$16.4M2026-11-06
Valmark Advisers, Inc.
INCREASED995,930920,761+75,169+8%$100.4M$101.8M+$1.3M2026-11-06
Mutual of America Capital Management LLC
DECREASED898,1401,368,140-470,000-34%$149.2M$91.8M-$57.5M2026-10-23
Citigroup Inc
DECREASED788,7652,709,937-1,921,172-71%$295.6M$80.6M-$215.0M2026-11-04
Creative Planning
INCREASED764,125693,381+70,744+10%$75.6M$78.1M+$2.5M2026-11-02
Mirae Asset Global Investments Co., Ltd.
DECREASED759,279921,293-162,014-18%$100.5M$77.6M-$22.9M2026-11-03
Kestra Advisory Services, LLC
INCREASED657,216593,522+63,694+11%$64.7M$67.2M+$2.4M2026-11-02
Allspring Global Investments Holdings, LLC
DECREASED608,209710,099-101,890-14%$77.2M$62.1M-$15.0M2026-11-04
Sigma Planning Corp
INCREASED354,906335,905+19,001+6%$36.6M$36.3M-$372.8K2026-10-23
Towercrest Capital Management
INCREASED345,681327,308+18,373+6%$35.7M$35.3M-$376.9K2026-10-23
Atria Investments, Inc
INCREASED341,443335,754+5,689+2%$36.6M$34.9M-$1.7M2026-10-15
Truist Financial Corp
DECREASED330,613335,165-4,552-1%$36.6M$33.8M-$2.8M2026-10-30
Ritholtz Wealth Management
DECREASED316,968375,824-58,856-16%$41.0M$32.4M-$8.6M2026-11-05
Principal Financial Group Inc
DECREASED310,000905,000-595,000-66%$98.7M$31.7M-$67.0M2026-11-02
Park Avenue Securities LLC
DECREASED305,863321,974-16,111-5%$35.1M$31.3K-$35.1M2026-10-26
Cambridge Investment Research Advisors, Inc.
DECREASED303,548343,083-39,535-12%$37.4M$31.0K-$37.4M2026-11-02
Capital Investment Advisors, LLC
INCREASED282,015273,741+8,274+3%$29.9M$28.8M-$1.0M2026-10-22
NYL Investors LLC
DECREASED267,615268,834-1,2190%$29.3M$27.3M-$2.0M2026-11-03
Willis Johnson Wealth, Inc.
INCREASED261,291248,319+12,972+5%$27.1M$26.7M-$385.5K2026-11-03
TD Private Client Wealth LLC
INCREASED254,376238,349+16,027+7%$26.0M$26.0M-$4.6K2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
DECREASED252,678300,827-48,149-16%$32.8M$25.8M-$7.0M2026-10-29
Summit Financial Consulting LLC
INCREASED245,577199,703+45,874+23%$21.8M$25.1M+$3.3M2026-10-15
Harel Insurance Investments & Financial Services Ltd.
INCREASED244,674128,217+116,457+91%$14.0M$25.0K-$14.0M2026-11-02
Aafmaa Wealth Management & Trust LLC
INCREASED235,920218,278+17,642+8%$23.8M$24.1M+$298.7K2026-10-14
Asset Management One Co., Ltd.
INCREASED229,340218,810+10,530+5%$23.9M$23.4M-$431.6K2026-10-27
iA Global Asset Management Inc.
DECREASED226,200413,193-186,993-45%$45.1M$23.1K-$45.0M2026-10-29
Alliance Wealth Management Group
INCREASED224,877214,856+10,021+5%$23.4M$23.0M-$455.6K2026-10-29
LTS Liquid Investments LLC
NEW205,100—+205,100——$21.0M—2026-10-23
State of New Jersey Common Pension Fund D
DECREASED200,0001,460,991-1,260,991-86%$159.4M$20.4M-$138.9M2026-11-05
Vision Capital Management, Inc.
INCREASED191,428178,377+13,051+7%$19.5M$19.6M+$104.5K2026-10-20
Assetmark, Inc
DECREASED189,554974,526-784,972-81%$106.3M$19.4M-$86.9M2026-10-21
MacKenzie Financial Corp
DECREASED181,800210,000-28,200-13%$22.9M$18.6M-$4.3M2026-11-02
Merit Financial Group, LLC
DECREASED174,782181,185-6,403-4%$19.8M$17.9M-$1.9M2026-11-06
Rational Advisors, Inc.
DECREASED174,591225,180-50,589-22%$24.6M$17.8M-$6.7M2026-11-02
Cordoba Advisory Partners LLC
INCREASED167,826165,682+2,144+1%$18.1M$17.1M-$922.5K2026-10-19
HMS Capital Management, LLC
INCREASED162,970152,632+10,338+7%$16.6M$16.7M+$4.7K2026-10-20
Keybank National Association
DECREASED162,530176,378-13,848-8%$19.2M$16.6M-$2.6M2026-11-04
TD Waterhouse Canada Inc.
DECREASED160,754165,415-4,661-3%$17.9M$16.4M-$1.5M2026-10-16
Ddfg, Inc
INCREASED160,182156,263+3,919+3%$17.0M$16.4M-$676.2K2026-10-15
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED150,600268,700-118,100-44%$29.3M$15.4M-$13.9M2026-11-03
Fifth Third Bancorp
DECREASED148,608214,338-65,730-31%$23.4M$15.2M-$8.2M2026-11-05
Oppenheimer & Co Inc
DECREASED148,442200,989-52,547-26%$21.9M$15.2M-$6.8M2026-10-26
Private Advisory Group LLC
INCREASED146,665137,520+9,145+7%$15.0M$15.0M-$13.1K2026-11-06
Commonwealth Equity Services, LLC
DECREASED137,328366,293-228,965-63%$40.0M$14.0M-$25.9M2026-11-02
Savant Capital, LLC
INCREASED136,93472,249+64,685+90%$7.7M$14.0M+$6.3M2026-11-06
Idaho Trust Co
INCREASED135,489121,614+13,875+11%$13.3M$13.8M+$579.8K2026-11-04
Providence First Trust Co
DECREASED131,594135,577-3,983-3%$14.8M$13.4M-$1.3M2026-11-02
Twele Capital Management, Inc.
INCREASED119,670117,726+1,944+2%$12.8M$12.2M-$612.5K2026-10-13
TrustBank
INCREASED117,843117,516+327+0%$12.8M$12.0M-$776.3K2026-10-20
Evergreen Capital Management LLC
INCREASED116,4689,395+107,073+1140%$1.0M$11.9M+$10.9M2026-10-23
USA Financial Formulas
NEW114,050—+114,050——$11.7M—2026-10-16
Topel & Distasi Wealth Management, LLC
INCREASED111,752111,533+219+0%$12.2M$11.4M-$746.1K2026-11-05
Insight Wealth Partners, LLC
INCREASED108,790106,526+2,264+2%$11.6M$11.1M-$502.7K2026-10-26
Daiwa Securities Group Inc.
INCREASED108,430104,330+4,100+4%$11.4M$11.1M-$299.9K2026-10-29
Thrivent Financial for Lutherans
DECREASED105,171116,005-10,834-9%$12.7M$10.7M-$1.9M2026-11-05
Mechanics Bank Trust Department
DECREASED103,254108,368-5,114-5%$11.8M$10.6M-$1.3M2026-10-13
Jmac Enterprises LLC
INCREASED100,87499,907+967+1%$10.9M$10.3M-$589.6K2026-10-30
Lighthouse Financial LLC
DECREASED99,441140,443-41,002-29%$15.3M$10.2M-$5.2M2026-10-23
Capstone Wealth Management Group, LLC
NEW98,503—+98,503——$11.0M—2026-11-05
Vertex Investment Solutions Co., Ltd.
DECREASED95,300143,900-48,600-34%$15.8M$9.8M-$6.0M2026-10-19
Fiduciary Financial Group, LLC
INCREASED94,98390,335+4,648+5%$9.9M$9.7M-$147.5K2026-10-13
Meitav Investment House LTD
NEW94,696—+94,696——$9.7M—2026-10-28
Genus Capital Management Inc.
DECREASED94,68396,375-1,692-2%$10.5M$9.7M-$836.9K2026-11-04
Curran Financial Partners, LLC
INCREASED94,28286,541+7,741+9%$9.4M$9.6M+$194.7K2026-11-04
IPG Investment Advisors LLC
INCREASED93,83487,660+6,174+7%$9.6M$9.6M+$26.9K2026-10-30
Kelsey Financial, LLC
DECREASED88,02495,170-7,146-8%$10.4M$9.0M-$1.4M2026-10-28
Winthrop Capital Management, LLC
INCREASED87,05685,046+2,010+2%$9.3M$8.9M-$380.6K2026-11-05
Wealthstar Advisors, LLC
DECREASED86,39487,064-670-1%$9.5M$8.8M-$668.3K2026-10-19
Cresta Advisors, Ltd.
DECREASED85,56398,021-12,458-13%$10.7M$8.7M-$1.9M2026-10-14
Fulton Breakefield Broenniman LLC
DECREASED85,04186,879-1,838-2%$9.5M$8.7M-$786.5K2026-11-03
Diversify Advisory Services, LLC
DECREASED84,563127,286-42,723-34%$13.6M$8.8M-$4.8M2026-10-20
Diversify Wealth Management, LLC
DECREASED84,563127,286-42,723-34%$13.6M$8.8M-$4.8M2026-10-20
Integrated Advisors Network LLC
INCREASED84,15678,320+5,836+7%$8.5M$8.6M+$56.7K2026-10-20
Legacy Private Trust Co.
DECREASED83,485102,311-18,826-18%$11.2M$8.5M-$2.6M2026-10-06
4Thought Financial Group Inc.
NEW81,896—+81,896——$8.4M—2026-11-02
Nvwm, LLC
INCREASED81,36680,628+738+1%$8.8M$8.3M-$480.1K2026-10-14
Apella Capital, LLC
DECREASED79,305117,786-38,481-33%$12.7M$8.1M-$4.6M2026-10-08
Connecticut Capital Management Group, LLC
INCREASED76,34975,516+833+1%$8.2M$7.8M-$435.3K2026-10-29
Kestra Private Wealth Services, LLC
INCREASED73,41070,526+2,884+4%$7.7M$7.5M-$191.3K2026-11-06
Mariner Investment Group LLC
NEW71,090—+71,090——$7.3M—2026-11-04
CVS Health Corp
UNCHANGED70,00070,00000%$7.6M$7.2M-$482.3K2026-11-05
Independence Financial Advisors, LLC
INCREASED68,89063,500+5,390+8%$6.9M$7.0M+$113.2K2026-10-08
WBH Advisory Inc
DECREASED68,40083,217-14,817-18%$9.1M$7.0M-$2.1M2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED66,92365,229+1,694+3%$7.1M$6.8M-$276.3K2026-11-03
Eukles Asset Management
INCREASED64,87051,784+13,086+25%$5.6M$6.6M+$980.2K2026-11-04
Global Trust Wealth Management LLC
DECREASED63,54963,975-426-1%$7.0M$6.5M-$484.3K2026-10-14
Triumph Capital Management
INCREASED60,1937,971+52,222+655%$869.4K$6.2M+$5.3M2026-10-14
David J Yvars Group
DECREASED58,68861,166-2,478-4%$6.7M$6.0M-$674.7K2026-10-09
US Bancorp \de\
INCREASED57,88928,822+29,067+101%$3.1M$5.9M+$2.8M2026-11-05
Perigon Wealth Management, LLC
DECREASED57,64658,016-370-1%$6.3M$5.9M-$437.5K2026-10-22
Foguth Wealth Management, Llc.
DECREASED56,98267,970-10,988-16%$7.3M$5.9M-$1.4M2026-10-19
MMA Asset Management LLC
INCREASED56,29553,044+3,251+6%$5.8M$5.8M-$33.3K2026-11-02
Ameraudi Asset Management, Inc.
INCREASED55,52949,634+5,895+12%$5.4M$5.7M+$260.4K2026-11-05
Keystone Global Partners, LLC
INCREASED55,07251,374+3,698+7%$5.6M$5.6M+$23.8K2026-10-13
Townsend Financial Planning, LLC
DECREASED54,74256,686-1,944-3%$6.2M$5.6M-$589.2K2026-11-02
Founders Financial Securities LLC
INCREASED54,23644,053+10,183+23%$4.8M$5.5M+$737.0K2026-10-28
Camden National Bank
INCREASED53,96352,813+1,150+2%$5.8M$5.5M-$246.4K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED53,46560,048-6,583-11%$6.5M$5.5M-$974.2K2026-10-13
SBI Securities Co., Ltd.
INCREASED53,18040,533+12,647+31%$4.4M$5.4M+$1.0M2026-10-22
Welch & Forbes LLC
INCREASED52,94252,767+175+0%$5.8M$5.4M-$345.7K2026-11-04
Analyst IMS Investment Management Services Ltd.
UNCHANGED52,34452,34400%$5.7M$5.3M-$360.0K2026-11-05
Wesbanco Bank Inc
DECREASED52,343112,116-59,773-53%$12.2M$5.3M-$6.9M2026-11-04
Arcataur Capital Management LLC
INCREASED51,88920,554+31,335+152%$2.2M$5.3M+$3.1M2026-10-21
5th Street Advisors, LLC
DECREASED51,82552,363-538-1%$5.7M$5.3M-$415.7K2026-11-04
Jefferies Financial Group Inc.
NEW50,000—+50,000——$5.1M—2026-11-05
Guidance Capital, Inc
DECREASED49,43050,277-847-2%$5.4M$5.1M-$278.4K2026-11-03
TME Financial, Inc.
DECREASED49,13549,273-1380%$5.4M$5.0M-$353.6K2026-10-14
Pines Wealth Management, LLC
INCREASED49,13048,669+461+1%$5.3M$5.0M-$288.2K2026-10-21
SAX Wealth Advisors, LLC
DECREASED48,72864,652-15,924-25%$7.0M$5.0M-$2.1M2026-10-13
Vontobel Holding Ltd.
DECREASED48,71149,677-966-2%$5.4M$5.0M-$441.0K2026-10-16
Fifth Third Securities, Inc.
INCREASED48,51630,508+18,008+59%$3.3M$5.0M+$1.6M2026-10-21
James Investment Research, Inc.
DECREASED48,02149,658-1,637-3%$5.4M$4.9M-$509.4K2026-10-22
Independent Solutions Wealth Management, LLC
DECREASED47,33247,689-357-1%$5.2M$4.8M-$365.1K2026-10-28
Cornerstone Management, Inc.
INCREASED47,18844,371+2,817+6%$4.8M$4.8M-$17.9K2026-10-16
Balefire, LLC
DECREASED46,80755,539-8,732-16%$6.1M$4.8M-$1.3M2026-10-09
Joseph P. Lucia & Associates, LLC
INCREASED46,10345,485+618+1%$5.0M$4.7M-$250.2K2026-10-30
Turn8 Private Wealth Inc.
INCREASED45,79638,609+7,187+19%$4.2M$4.7M+$468.4K2026-11-05
Lynx Capital Group LTD
DECREASED45,31845,343-250%$4.9M$4.6M-$315.0K2026-11-04
Lantern Wealth Advisors, LLC
INCREASED44,96444,069+895+2%$4.8M$4.6M-$212.2K2026-10-22
Insight Wealth Strategies, LLC
INCREASED44,21743,566+651+1%$4.7M$4.5M-$207.1K2026-10-09
Heritage Wealth Management, Inc.
INCREASED42,53738,147+4,390+12%$4.2M$4.3M+$185.7K2026-10-27
Burns J W & Co Inc
DECREASED42,24043,460-1,220-3%$4.7M$4.3M-$424.1K2026-10-20
J.Safra Asset Management Corp
INCREASED41,68438,037+3,647+10%$4.1M$4.3M+$110.6K2026-11-03
BAR Harbor Wealth Management
DECREASED41,21742,455-1,238-3%$4.6M$4.2M-$419.0K2026-10-21
Union Bancaire Privee, UBP SA
UNCHANGED41,00441,00400%$4.4M$4.2M-$282.7K2026-11-04
Compound Planning, Inc.
DECREASED40,83555,882-15,047-27%$6.1M$4.2M-$1.9M2026-11-05
Capital Asset Advisory Services LLC
DECREASED40,08767,912-27,825-41%$7.4M$4.2M-$3.2M2026-10-30
Gainplan LLC
DECREASED39,20343,781-4,578-10%$4.8M$4.0M-$769.4K2026-10-09
BankPlus Wealth Management LLC
INCREASED39,18436,155+3,029+8%$3.9M$4.0M+$59.9K2026-10-13
Sowell Financial Services LLC
DECREASED39,07039,338-268-1%$4.3M$4.0M-$298.4K2026-10-23
Corepath Wealth Partners LLC
DECREASED38,90742,958-4,051-9%$4.6M$4.0M-$652.9K2026-10-21
Good Steward Wealth Advisors,LLC
INCREASED38,10536,157+1,948+5%$3.9M$3.9M-$50.1K2026-11-06
Central Pacific Bank - Trust Division
DECREASED37,80558,785-20,980-36%$6.4M$3.9M-$2.5M2026-10-06
RFG Advisory, LLC
DECREASED37,07538,573-1,498-4%$4.2M$3.8M-$418.9K2026-11-03
Northern Lights Advisors, Inc.
INCREASED36,53935,070+1,469+4%$3.8M$3.7M-$91.5K2026-10-21
Pioneer Wealth Management Group
INCREASED36,1352,772+33,363+1204%$302.3K$3.7M+$3.4M2026-10-09
Vericrest Private Wealth
INCREASED35,49332,805+2,688+8%$3.6M$3.6M+$48.6K2026-10-21
Bank of New York Mellon Corp
DECREASED35,450146,303-110,853-76%$16.0M$3.6M-$12.3M2026-11-05
LWM Advisors Inc
DECREASED35,39436,000-606-2%$3.9M$3.6M-$310.0K2026-10-08
Roberts Financial Services LLC
DECREASED34,92435,754-830-2%$3.9M$3.6M-$331.2K2026-10-23
Mokosak Advisory Group, LLC
INCREASED34,28733,009+1,278+4%$3.6M$3.5M-$97.0K2026-10-20
Sage Investment Advisers LLC
INCREASED33,57231,048+2,524+8%$3.4M$3.4M+$44.0K2026-10-21
Baker Avenue Asset Management, LP
INCREASED33,48033,411+69+0%$3.6M$3.4M-$223.1K2026-11-06
Y.D. More Investments Ltd
INCREASED33,25931,737+1,522+5%$3.5M$3.4M-$63.2K2026-11-02
Lanark Financial, Inc.
INCREASED33,15031,321+1,829+6%$3.4M$3.4M-$29.1K2026-10-26
PKS Advisory Services, LLC
UNCHANGED33,14733,14700%$3.6M$3.6M$02026-10-26
Flagstar Securities, Inc
INCREASED32,91032,296+614+2%$3.5M$3.4M-$159.9K2026-10-15
Flagship Private Wealth, LLC
INCREASED32,88131,899+982+3%$3.5M$3.4M-$119.5K2026-11-05
Leo Wealth, LLC
NEW32,635—+32,635——$3.3M—2026-10-26
Pacifica Partners Inc.
INCREASED32,59129,023+3,568+12%$3.2M$3.3M+$172.3K2026-10-09
Eclectic Associates Inc
INCREASED32,36132,358+3+0%$3.5M$3.3M-$222.6K2026-10-09
Seamount Financial Group Inc
INCREASED31,72029,528+2,192+7%$3.2M$3.2M+$20.6K2026-10-21
Jacobi Capital Management LLC
INCREASED31,34230,546+796+3%$3.3M$3.2M-$129.1K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED30,87627,825+3,051+11%$3.0M$3.2M+$120.0K2026-10-16
Sovran Advisors, LLC
INCREASED30,42328,309+2,114+7%$3.0M$3.2M+$146.4K2026-11-02
SevenBridge Financial Group, LLC
DECREASED29,97931,940-1,961-6%$3.4M$3.1M-$308.7K2026-10-26
Argyle Capital Partners, LLC
INCREASED29,46927,737+1,732+6%$3.0M$3.0M-$14.1K2026-10-23
AMG National Trust Bank
DECREASED28,11228,133-210%$3.1M$2.9M-$196.0K2026-11-05
Citizens Financial Group Inc
INCREASED27,60827,600+8+0%$3.0M$2.8M-$189.4K2026-10-23
Frank, Rimerman Advisors LLC
INCREASED26,88026,879+10%$2.9M$2.7M-$185.2K2026-10-16
TT Capital Management LLC
INCREASED26,59024,255+2,335+10%$2.6M$2.7M+$71.5K2026-10-15
Anchor Capital Advisors LLC
DECREASED26,42526,525-1000%$2.9M$2.7M-$193.0K2026-11-05
New Capital Management LP
INCREASED26,30125,898+403+2%$2.8M$2.7M-$137.2K2026-10-29
Florida Trust Wealth Management Co
INCREASED25,1262,126+23,000+1082%$231.9K$2.6M+$2.3M2026-11-05
Gladwyn Financial Advisors, Inc.
INCREASED24,65923,888+771+3%$2.6M$2.5M-$85.7K2026-10-05
Prospera Financial Services Inc
DECREASED24,11625,616-1,500-6%$2.8M$2.5M-$280.2K2026-11-04
Lake Street Private Wealth, LLC
DECREASED23,89923,945-460%$2.6M$2.4M-$169.8K2026-10-22
Ironwood Financial, llc
DECREASED23,54323,763-220-1%$2.5M$2.4M-$136.1K2026-10-20
Duncker Streett & Co Inc
UNCHANGED23,13423,13400%$2.5M$2.4M-$159.4K2026-10-27
CV Advisors LLC
INCREASED22,88422,712+172+1%$2.5M$2.3M-$138.9K2026-10-13
Aurora Private Wealth, Inc.
INCREASED22,61521,430+1,185+6%$2.3M$2.3K-$2.3M2026-10-20
Avior Wealth Management, LLC
INCREASED22,49421,190+1,304+6%$2.3M$2.3M-$12.7K2026-10-13
Perryman Financial Advisory Inc
DECREASED22,12223,680-1,558-7%$2.6M$2.3M-$322.4K2026-10-16
Vise Technologies, Inc.
INCREASED21,91618,766+3,150+17%$2.0M$2.2M+$192.6K2026-10-29
Brady Family Wealth, LLC
DECREASED20,84220,889-470%$2.3M$2.1M-$148.8K2026-11-02
KG Capital Management
DECREASED20,74621,473-727-3%$2.3M$2.1M-$222.2K2026-10-15
Regions Financial Corp
DECREASED20,52822,012-1,484-7%$2.4M$2.1M-$303.3K2026-11-05
Advisory Solutions Group, LLC
INCREASED20,50720,480+27+0%$2.2M$2.1M-$138.4K2026-10-14
Sharper & Granite LLC
DECREASED20,08520,320-235-1%$2.2M$2.2M-$27.2K2026-11-02
Procyon Advisors, LLC
DECREASED19,89821,232-1,334-6%$2.3M$2.0M-$282.6K2026-10-21
J. Safra Sarasin Holding AG
UNCHANGED19,53919,53900%$2.1M$2.0M-$103.4K2026-10-26
Melfa Wealth Management, Inc.
INCREASED19,10517,923+1,182+7%$2.0M$2.0M+$35.6K2026-11-06
Ballast, Inc.
DECREASED18,99723,051-4,054-18%$2.5M$1.9M-$573.1K2026-10-20
Evolution Wealth Advisors, LLC
DECREASED18,60019,646-1,046-5%$2.1M$1.9M-$242.2K2026-11-03
Level Four Advisory Services, LLC
INCREASED18,54718,347+200+1%$2.0M$1.9M-$106.0K2026-11-06
Diversified Portfolios, Inc.
INCREASED18,0143,931+14,083+358%$428.8K$1.8M+$1.4M2026-11-04
J.W. Cole Advisors, Inc.
INCREASED17,61416,718+896+5%$1.8M$1.8M-$23.7K2026-11-05
Lpwm LLC
UNCHANGED17,52217,52200%$1.9M$1.8M-$120.7K2026-10-20
Strategy Asset Managers LLC
DECREASED17,23919,605-2,366-12%$2.1M$1.8M-$376.8K2026-10-14
Capital CS Group, LLC
DECREASED17,18918,778-1,589-8%$2.0M$1.8M-$291.8K2026-10-29
Arrien Investments, Inc.
DECREASED17,10719,427-2,320-12%$2.1M$1.7M-$370.9K2026-10-30
First International Bank of Israel Ltd.
DECREASED17,03840,926-23,888-58%$2.0M$1.7M-$297.9K2026-11-04
LexAurum Advisors, LLC
UNCHANGED16,96916,96900%$1.9M$1.7M-$116.9K2026-10-19
Cambridge Advisors Inc.
INCREASED16,53016,390+140+1%$1.8M$1.7M-$98.6K2026-10-19
Capital Investment Advisory Services, LLC
INCREASED16,4703,316+13,154+397%$361.7K$1.7M+$1.3M2026-10-30
Uptown Financial Advisors LLC
INCREASED16,44116,282+159+1%$1.8M$1.7M-$96.0K2026-10-15
Reflection Asset Management
INCREASED16,07915,957+122+1%$1.7M$1.6M-$97.6K2026-10-28
Clearstead Advisors, LLC
DECREASED15,88216,309-427-3%$1.8M$1.6M-$156.0K2026-11-06
Cosner Financial Group, LLC
DECREASED15,84815,861-130%$1.7M$1.6M-$110.6K2026-11-03
Cane Capital Partners, LLC
INCREASED15,82412,237+3,587+29%$1.3M$1.6M+$282.3K2026-10-23
Freedom Financial Partners LLC
DECREASED15,75316,239-486-3%$1.8M$1.6M-$161.5K2026-10-19
Country Trust Bank
UNCHANGED15,50015,50000%$1.7M$1.6M-$106.8K2026-10-30
Forteris Wealth Management Inc.
DECREASED15,32115,755-434-3%$1.7M$1.6M-$152.9K2026-10-13
Three Seasons Wealth, LLC
INCREASED15,30312,565+2,738+22%$1.4M$1.6M+$193.2K2026-11-03
Primoris Wealth Advisors, LLC
UNCHANGED15,20015,20000%$1.7M$1.6M-$104.7K2026-10-28
Strategic Blueprint, LLC
INCREASED15,0438,975+6,068+68%$978.9K$1.5M+$558.2K2026-10-22
Innealta Capital, LLC
INCREASED14,9129,889+5,023+51%$1.1M$1.5M+$445.1K2026-11-02
Intergy Private Wealth, LLC
INCREASED14,91014,611+299+2%$1.6M$1.5M-$70.2K2026-10-16
Stonebridge Advisors LLC
INCREASED14,7575,071+9,686+191%$553.1K$1.5M+$954.8K2026-11-06
Buck Wealth Strategies, LLC
DECREASED14,63214,856-224-2%$1.6M$1.5M-$125.3K2026-10-28
Mesirow Financial Investment Management, Inc.
INCREASED14,20514,007+198+1%$1.5M$1.5M-$76.3K2026-11-05
Brian LOW Financial Group, LLC
INCREASED14,00613,801+205+1%$1.5M$1.4M-$74.1K2026-10-28
Yorktown Management & Research Co Inc
DECREASED14,00015,000-1,000-7%$1.6M$1.4M-$205.5K2026-10-28
Independent Financial Group, LLC
DECREASED13,86414,378-514-4%$1.6M$1.4M-$151.6K2026-10-13
Banque Pictet & CIE SA
UNCHANGED13,76913,76900%$1.5M$1.4M-$94.9K2026-10-16
Birch Financial Group, LLC
INCREASED13,75313,154+599+5%$1.4M$1.4M-$29.5K2026-10-27
Lido Advisors, LLC
INCREASED13,7499,661+4,088+42%$1.1M$1.4M+$351.1K2026-11-04
M Holdings Securities, Inc.
NEW13,709—+13,709——$1.4M—2026-11-03
Life Planning Partners, Inc
INCREASED13,62710,185+3,442+34%$1.1M$1.4M+$281.5K2026-10-28
Norden Group LLC
INCREASED13,5981,882+11,716+623%$205.3K$1.4M+$1.2M2026-10-20
Wealth Advisory Solutions, LLC
INCREASED13,45112,531+920+7%$1.4M$1.4M+$7.7K2026-10-20
Midwest Financial Group LLC
DECREASED13,03213,380-348-3%$1.5M$1.3M-$127.7K2026-10-15
Spectrum Asset Management, Inc. (NB )
DECREASED12,89086,909-74,019-85%$9.5M$1.3M-$8.2M2026-10-19
Finer Wealth Management, Inc.
DECREASED12,87712,914-370%$1.4M$1.3M-$92.8K2026-10-16
Sonata Capital Group Inc
DECREASED12,46512,936-471-4%$1.4M$1.3M-$137.3K2026-10-19
Slocum, Gordon & Co LLP
INCREASED12,31312,148+165+1%$1.3M$1.3M-$66.8K2026-10-19
PW Nova Financial Services LLC
INCREASED12,2918,107+4,184+52%$884.2K$1.3M+$371.7K2026-10-15
CMG Global Holdings, LLC
INCREASED12,24512,214+31+0%$1.3M$1.3M-$81.0K2026-10-14
True Blue Financial, LLC
DECREASED12,15612,269-113-1%$1.3M$1.2M-$96.0K2026-10-15
Warwick Investment Management, Inc.
DECREASED12,05113,117-1,066-8%$1.4M$1.2M-$199.3K2026-10-19
Abacus Wealth Partners, LLC
UNCHANGED12,02412,02400%$1.3M$1.2M-$82.8K2026-11-03
Brookstone Capital Management
DECREASED11,79013,304-1,514-11%$1.5M$1.2M-$246.4K2026-10-22
McAdam, LLC
INCREASED11,6284,384+7,244+165%$478.1K$1.2M+$710.0K2026-10-21
Strong Tower Advisory Services
DECREASED11,591155,252-143,661-93%$16.9M$1.2M-$15.7M2026-10-13
Fort Washington Investment Advisors Inc
DECREASED11,53014,814-3,284-22%$1.6M$1.2M-$437.6K2026-10-15
Private Trust Co NA
DECREASED11,46412,928-1,464-11%$1.4M$1.2M-$238.7K2026-10-20
GC Wealth Management RIA, LLC
DECREASED11,45311,454-10%$1.2M$1.2M-$79.0K2026-11-02
City Center Advisors, LLC
INCREASED11,4189,896+1,522+15%$1.1M$1.2M+$87.4K2026-10-08
Wedbush Securities Inc
INCREASED11,2689,840+1,428+15%$1.1M$1.2K-$1.1M2026-10-22
Simon Quick Advisors, LLC
DECREASED11,20412,764-1,560-12%$1.4M$1.1M-$247.4K2026-10-26
Montecito Bank & Trust
UNCHANGED11,14411,14400%$1.2M$1.1M-$76.8K2026-10-01
Alterna Wealth Management, Inc
INCREASED10,90110,484+417+4%$1.1M$1.1M-$29.6K2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED10,84712,335-1,488-12%$1.3M$1.1M-$237.0K2026-10-20
SeaCrest Wealth Management, LLC
INCREASED10,8099,833+976+10%$1.1M$1.1M+$32.0K2026-10-21
Aspiriant, LLC
INCREASED10,69110,640+51+0%$1.2M$1.1M-$68.1K2026-10-16
American Financial & TAX Strategies Inc
DECREASED10,63810,649-110%$1.2M$1.1M-$74.5K2026-10-16
Wealthcare Advisory Partners LLC
DECREASED10,52311,023-500-5%$1.2M$1.1M-$127.1K2026-10-21
Apollon Wealth Management, LLC
DECREASED10,36210,737-375-3%$1.2M$1.1M-$112.3K2026-10-23
NTV Asset Management LLC
DECREASED10,33111,761-1,430-12%$1.3M$1.1M-$227.2K2026-10-23
StoneX Group Inc.
INCREASED10,2707,941+2,329+29%$866.1K$1.1M+$184.3K2026-11-03
Laurel Wealth Advisors LLC
UNCHANGED10,17210,17200%$1.1M$1.0M-$70.1K2026-10-27
Gerber Kawasaki Wealth & Investment Management
DECREASED10,10910,287-178-2%$1.1M$1.0M-$89.1K2026-10-29
B. Riley Wealth Advisors, Inc.
DECREASED9,90017,048-7,148-42%$1.9M$1.0M-$858.6K2026-10-13
Russell Investments Group, Ltd.
DECREASED9,70110,314-613-6%$1.1M$991.2K-$133.7K2026-11-06
Canvas Wealth Advisors, LLC
INCREASED9,6456,945+2,700+39%$757.5K$1.0M+$247.7K2026-11-02
Moors & Cabot, Inc.
DECREASED9,3059,691-386-4%$1.1M$950.8K-$106.2K2026-11-06
Adams Asset Advisors, LLC
INCREASED9,1978,399+798+10%$916.1K$939.8K+$23.7K2026-10-08
Bellecapital International Ltd.
UNCHANGED9,1739,17300%$1.0M$937.3K-$63.2K2026-10-21
Trek Financial, LLC
NEW9,037—+9,037——$923.4K—2026-10-29
Sincerus Advisory, LLC
INCREASED8,8858,434+451+5%$919.9K$907.8K-$12.1K2026-10-09
Camelot Technology Advisors, Inc.
DECREASED8,8408,874-340%$967.9K$903.3K-$64.6K2026-10-09
D.A. Davidson & Co.
DECREASED8,81410,149-1,335-13%$1.1M$900.7K-$206.4K2026-10-28
Dynamic Advisor Solutions LLC
DECREASED8,6358,977-342-4%$979.1K$882.3K-$96.8K2026-10-13
Verus Capital Partners, LLC
DECREASED8,5378,711-174-2%$950.2K$872.3K-$77.9K2026-11-03
SteelPeak Wealth, LLC
DECREASED8,53518,527-9,992-54%$2.0M$872.1K-$1.1M2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED8,48810,665-2,177-20%$1.2M$867.3K-$295.9K2026-11-05
Stonebridge Financial Planning Group, LLC
DECREASED8,4689,951-1,483-15%$1.1M$865.2K-$220.1K2026-11-06
Avidian Wealth Enterprises, LLC
INCREASED8,4224,027+4,395+109%$439.3K$860.6K+$421.3K2026-10-08
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED8,3909,890-1,500-15%$1.1M$857.3K-$221.4K2026-11-03
Silverlake Wealth Management LLC
DECREASED8,33310,813-2,480-23%$1.2M$851.5K-$327.9K2026-10-21
Stronghold Wealth Management L.L.C.
DECREASED8,2149,877-1,663-17%$1.1M$839.3K-$238.0K2026-10-16
Tempus Wealth Planning, LLC
INCREASED8,1948,167+27+0%$890.8K$837.3K-$53.5K2026-10-14
Net Worth Advisory Group
INCREASED8,0307,668+362+5%$836.3K$819.3K-$17.1K2026-10-20
Titleist Asset Management, LLC
DECREASED7,5809,172-1,592-17%$1.0M$774.5K-$225.9K2026-10-08
Investment House LLC
DECREASED7,4587,594-136-2%$828.3K$762.1K-$66.2K2026-10-21
Hohimer Wealth Management, LLC
INCREASED7,3656,605+760+12%$720.4K$752.6K+$32.1K2026-11-04
Sumitomo Mitsui Trust Group, Inc.
INCREASED7,3294,703+2,626+56%$513.0K$748.9K+$235.9K2026-10-29
MGO One Seven LLC
DECREASED7,32723,643-16,316-69%$2.6M$748.7K-$1.8M2026-10-28
Simplicity Wealth,LLC
DECREASED7,31011,703-4,393-38%$1.3M$746.9K-$529.5K2026-10-23
Choreo, LLC
DECREASED7,1157,493-378-5%$817.3K$727.0K-$90.3K2026-10-28
Mcdonald Partners LLC
INCREASED7,0815,505+1,576+29%$600.4K$723.5K+$123.1K2026-11-03
Creative Financial Designs Inc
INCREASED7,0806,753+327+5%$736.6K$723.5K-$13.1K2026-11-04
Roger Wittlin Investment Advisory, LLC
INCREASED7,0356,952+83+1%$758.3K$718.9K-$39.3K2026-10-19
Garner Asset Management Corp
UNCHANGED7,0207,02000%$765.7K$730.2K-$35.5K2026-10-30
Simplex Trading, LLC
NEW7,007—+7,007——$716.0K—2026-11-04
Blue Capital, Inc.
INCREASED6,8196,617+202+3%$721.7K$696.8K-$24.9K2026-10-13
Ehrlich Financial Group
DECREASED6,7397,587-848-11%$827.5K$688.6K-$138.9K2026-10-20
Cherrydale Wealth Management, LLC
INCREASED6,7066,627+79+1%$722.8K$685.3K-$37.5K2026-10-20
Focus Financial Network, Inc.
DECREASED6,6827,488-806-11%$816.7K$682.8K-$134.0K2026-10-14
CoreCap Advisors, LLC
DECREASED6,5576,603-46-1%$720.2K$670.0K-$50.1K2026-10-08
Rockingstone Advisors LLC
DECREASED6,5086,636-128-2%$723.8K$665.0K-$58.8K2026-10-16
Allworth Financial LP
INCREASED6,4776,250+227+4%$681.7K$706.5K+$24.8K2026-11-06
Greenup Street Wealth Management LLC
INCREASED6,4716,302+169+3%$687.4K$661.2K-$26.2K2026-10-28
International Private Wealth Advisors LLC
DECREASED6,3306,332-20%$690.6K$646.8K-$43.8K2026-11-05
Ascent Group, LLC
DECREASED6,32110,450-4,129-40%$1.1M$645.9K-$493.9K2026-10-30
Diversified Enterprises, LLC
INCREASED6,2965,729+567+10%$624.9K$643.3K+$18.4K2026-10-19
Sapient Capital LLC
UNCHANGED6,2346,23400%$679.9K$637.0K-$43.0K2026-10-08
Guardian Partners Inc.
INCREASED6,2096,116+93+2%$667.1K$634.4K-$32.6K2026-10-21
OFC Financial Planning, LLC
UNCHANGED6,1866,18600%$674.7K$632.1K-$42.6K2026-11-06
Traynor Capital Management, Inc.
DECREASED6,1416,661-520-8%$726.5K$627.5K-$99.0K2026-10-29
Omega Financial Group, LLC
DECREASED6,1096,133-240%$668.9K$624.2K-$44.7K2026-10-29
Weaver Consulting Group
INCREASED6,0375,327+710+13%$581.0K$616.8K+$35.8K2026-10-07
Delta Financial Advisors LLC
INCREASED5,9405,625+315+6%$613.5K$606.9K-$6.6K2026-10-27
Thrive Capital Management, LLC
INCREASED5,9355,855+80+1%$638.6K$606.5K-$32.1K2026-10-28
RDA Financial Network
DECREASED5,9257,022-1,097-16%$765.9K$605.4K-$160.5K2026-10-15
UMB Bank, n.a.
DECREASED5,87910,904-5,025-46%$1.2M$600.7K-$588.6K2026-11-06
10Elms LLP
INCREASED5,8495,638+211+4%$614.9K$597.7K-$17.3K2026-11-06
Crestwood Advisors Group, LLC
DECREASED5,8457,097-1,252-18%$774.1K$597.2K-$176.8K2026-10-27
United Asset Strategies, Inc.
INCREASED5,7925,387+405+8%$587.6K$591.8K+$4.2K2026-10-28
LongView Wealth Management
DECREASED5,7496,335-586-9%$691.0K$587.4K-$103.6K2026-10-19
PFG Advisors
DECREASED5,6375,802-165-3%$632.8K$576.0K-$56.9K2026-10-16
Venture Visionary Partners LLC
DECREASED5,6295,660-31-1%$617.3K$575.2K-$42.2K2026-10-07
City State Bank
DECREASED5,4605,836-376-6%$636.5K$557.9K-$78.6K2026-10-20
Krilogy Financial LLC
DECREASED5,4545,733-279-5%$625.3K$559.5K-$65.8K2026-10-13
Virtue Capital Management, LLC
DECREASED5,4478,168-2,721-33%$890.9K$556.6K-$334.3K2026-10-29
Sheets Smith Wealth Management
INCREASED5,3935,313+80+2%$579.5K$551.1K-$28.4K2026-10-16
Koshinski Asset Management, Inc.
INCREASED5,3265,324+2+0%$580.7K$544.2K-$36.5K2026-10-29
Compass Ion Advisors, LLC
INCREASED5,2764,964+312+6%$541.5K$539.1K-$2.3K2026-10-23
Granville Capital, Inc.
INCREASED5,2605,011+249+5%$546.6K$537.4K-$9.1K2026-11-05
Fonville Wealth Management LLC
DECREASED5,2505,325-75-1%$580.8K$536.5K-$44.3K2026-10-28
Waystone Advisors LLC
DECREASED5,2355,349-114-2%$583.4K$571.0K-$12.4K2026-10-16
Patriot Investment Management Group, Inc.
DECREASED5,2046,201-997-16%$676.3K$531.7K-$144.6K2026-10-15
Fairscale Capital, LLC
UNCHANGED5,2005,20000%$567.2K$542.2K-$25.0K2026-11-04
Gallagher Capital Advisors, LLC
DECREASED5,1365,464-328-6%$595.9K$524.8K-$71.2K2026-10-09
Plan Group Financial, LLC
DECREASED4,9838,042-3,059-38%$877.2K$514.3K-$362.9K2026-10-22
Neumann Capital Management, LLC
DECREASED4,9654,975-100%$542.6K$507.3K-$35.3K2026-10-15
Gradient Capital Advisors, LLC
INCREASED4,8784,864+14+0%$530.6K$498.4K-$32.2K2026-10-21
Solstein Capital, LLC
INCREASED4,8554,825+30+1%$526.3K$496.1K-$30.2K2026-11-02
Laurel OAK Wealth Management, LLC
DECREASED4,7975,108-311-6%$557.2K$490.2K-$67.0K2026-10-19
HB Wealth Management, LLC
DECREASED4,7944,802-80%$523.8K$489.8K-$34.0K2026-10-23
IFP Advisors, Inc
DECREASED4,7645,468-704-13%$596.4K$486.8K-$109.6K2026-10-16
Cidel Asset Management Inc
INCREASED4,7414,726+15+0%$515.5K$484.4K-$31.0K2026-10-29
ShoreHaven Wealth Partners, LLC
DECREASED4,6679,758-5,091-52%$1.1M$476.8K-$587.4K2026-10-16
Intesa Sanpaolo Wealth Management
DECREASED4,6635,463-800-15%$595.8K$476.5K-$119.4K2026-10-28
Cypress Financial Planning LLC
DECREASED4,5828,500-3,918-46%$927.1K$468.2K-$458.9K2026-10-09
Parallel Advisors, LLC
DECREASED4,5204,533-130%$494.5K$461.8K-$32.7K2026-11-03
Globalt Investments LLC / GA
DECREASED4,4974,622-125-3%$504.1K$459.5K-$44.6K2026-10-27
Lewis Asset Management, LLC
DECREASED4,4345,725-1,291-23%$624.5K$453.1K-$171.4K2026-10-14
Lazari Capital Management, Inc.
DECREASED4,3026,116-1,814-30%$667.1K$439.6K-$227.5K2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED4,27712,821-8,544-67%$1.4M$437.0K-$961.4K2026-10-23
Forvis Mazars Wealth Advisors, LLC
DECREASED4,2644,500-236-5%$490.8K$435.7K-$55.1K2026-10-13
Rose Capital Advisors LLC
INCREASED4,2462,892+1,354+47%$315.4K$433.9K+$118.5K2026-11-04
Graetz Wealth LLC
INCREASED4,1664,069+97+2%$443.8K$425.6K-$18.1K2026-10-27
Founders Grove Wealth Partners, LLC
DECREASED4,1586,333-2,175-34%$690.7K$424.9K-$265.9K2026-10-16
True Private Wealth Advisors
DECREASED4,1484,461-313-7%$486.6K$423.9K-$62.7K2026-10-19
Hudock, Inc.
DECREASED4,1444,496-352-8%$490.4K$423.5K-$66.9K2026-10-14
Modera Wealth Management, LLC
UNCHANGED4,1384,13800%$451.4K$422.9K-$28.5K2026-10-28
MSH Capital Advisors LLC
INCREASED4,0703,832+238+6%$418.0K$415.9K-$2.1K2026-11-03
Independent Wealth Network Inc.
INCREASED4,0693,987+82+2%$434.9K$415.8K-$19.1K2026-10-19
Valeo Financial Advisors, LLC
INCREASED4,0564,034+22+1%$440.0K$414.4K-$25.6K2026-10-08
Meridian Wealth Management, LLC
INCREASED4,0183,838+180+5%$418.6K$410.5K-$8.1K2026-11-05
Worth Financial Advisory Group, LLC
DECREASED4,0144,095-81-2%$446.6K$410.2K-$36.5K2026-10-19
Independence Bank of Kentucky
DECREASED3,9734,323-350-8%$471.5K$406.0K-$65.5K2026-10-26
Legacy Edge Advisors, LLC
DECREASED3,9444,880-936-19%$532.3K$403.0K-$129.3K2026-11-06
Planned Solutions, Inc.
UNCHANGED3,9423,94200%$430.0K$402.8K-$27.2K2026-10-19
Midwest Trust Co
DECREASED3,8964,119-223-5%$449.3K$398.1K-$51.2K2026-10-22
Claro Advisors Inc.
DECREASED3,8954,319-424-10%$471.1K$398.0K-$73.1K2026-11-02
Daymark Wealth Partners, LLC
DECREASED3,8664,363-497-11%$475.9K$395.1K-$80.8K2026-11-04
Two West Capital Advisors LLC
DECREASED3,8574,048-191-5%$433.8K$395.0K-$38.8K2026-10-15
Ridgewood Investments LLC
DECREASED3,7934,295-502-12%$468.5K$387.6K-$80.9K2026-10-05
Steinberganna Wealth Management
INCREASED3,7773,745+32+1%$408.5K$386.0K-$22.5K2026-10-23
Avantax Planning Partners, Inc.
INCREASED3,7493,748+1+0%$408.8K$383.1K-$25.8K2026-11-03
OxenFree Capital LLC
INCREASED3,6633,574+89+2%$385.6K$374.2K-$11.4K2026-10-07
Rossby Financial, LCC
INCREASED3,6501,075+2,575+240%$117.3K$373.0K+$255.7K2026-11-05
SimpliFi, Inc.
INCREASED3,6443,600+44+1%$392.7K$372.3K-$20.4K2026-10-28
Zenith Solutions, Inc.
INCREASED3,6322,142+1,490+70%$233.6K$371.1K+$137.5K2026-10-19
Caldwell Trust Co
DECREASED3,6263,726-100-3%$406.4K$370.5K-$35.9K2026-10-30
Sound Income Strategies, LLC
DECREASED3,3954,319-924-21%$471.1K$347.9K-$123.2K2026-10-09
Kaizen Financial Strategies
DECREASED3,3875,822-2,435-42%$631.4K$346.1K-$285.3K2026-10-09
S&A Financial Services, Inc.
DECREASED3,3663,914-548-14%$426.9K$344.0K-$83.0K2026-11-03
J. Derek Lewis & Associates Inc.
UNCHANGED3,3423,34200%$364.5K$341.5K-$23.0K2026-11-03
BLB&B Advisors, LLC
DECREASED3,2843,634-350-10%$396.3K$335.6K-$60.8K2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED3,2383,23800%$353.2K$330.9K-$22.3K2026-10-22
TigerOak Management, L.L.C.
INCREASED3,2342,853+381+13%$311.2K$330.5K+$19.3K2026-10-23
Peak Financial Management, Inc.
UNCHANGED3,2213,22100%$351.4K$329.2K-$22.2K2026-10-16
Trust Co
UNCHANGED3,2153,21500%$350.7K$328.5K-$22.2K2026-10-09
ProVise Management Group, LLC
DECREASED3,2003,272-72-2%$356.9K$327.0K-$29.9K2026-11-06
Cottage Street Advisors LLC
DECREASED3,1933,443-250-7%$375.6K$326.3K-$49.3K2026-10-19
Quadrant Private Wealth Management, LLC
NEW3,146—+3,146——$321.5K—2026-11-04
Glass Jacobson Investment Advisors llc
INCREASED3,1412,633+508+19%$287.2K$321.0K+$33.8K2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED3,1292,784+345+12%$303.7K$319.7K+$16.1K2026-10-22
Robertson Stephens Wealth Management, LLC
INCREASED3,1092,298+811+35%$250.6K$317.6K+$67.0K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW3,096—+3,096——$316.4K—2026-10-14
Mezzasalma Advisors, LLC
DECREASED3,0903,253-163-5%$354.9K$315.8K-$39.1K2026-10-14
HCR Wealth Advisors
DECREASED3,0773,257-180-6%$355.2K$314.4K-$40.8K2026-10-15
Keystone Wealth Services, LLC
INCREASED3,0743,010+64+2%$328.3K$314.8K-$13.5K2026-11-03
Farrell Financial LLC
DECREASED3,06714,171-11,104-78%$1.5M$313.4K-$1.2M2026-10-16
Smallwood Wealth Investment Management, LLC
DECREASED3,0363,156-120-4%$344.2K$310.2K-$34.0K2026-10-30
VestGen Advisors, LLC
DECREASED3,01712,858-9,841-77%$1.4M$308.3K-$1.1M2026-10-27
FSM Wealth Advisors, LLC
DECREASED2,9913,262-271-8%$355.8K$306.5K-$49.3K2026-10-27
Wallington Asset Management, LLC
INCREASED2,8952,085+810+39%$227.4K$295.8K+$68.4K2026-11-04
Bank of New Hampshire
DECREASED2,8582,938-80-3%$320.4K$292.0K-$28.4K2026-10-06
GK Wealth Management LLC
DECREASED2,8344,878-2,044-42%$532.0K$289.6K-$242.5K2026-10-09
Invested Advisors
INCREASED2,8082,343+465+20%$255.5K$286.9K+$31.4K2026-10-23
Forte Asset Management LLC
DECREASED2,7854,657-1,872-40%$507.9K$284.6K-$223.4K2026-10-13
OpenArc Corporate Advisory, LLC
DECREASED2,7713,892-1,121-29%$424.5K$283.2K-$141.3K2026-10-21
Old Mission Investment Co LLC
UNCHANGED2,7702,77000%$302.1K$283.0K-$19.1K2026-10-22
Partners Wealth Management, LLC
NEW2,752—+2,752——$281.2K—2026-10-28
Wealth Effects LLC
INCREASED2,7502,740+10+0%$298.9K$281.0K-$17.8K2026-10-23
Pinnacle Associates LTD
DECREASED2,7476,285-3,538-56%$685.5K$280.7K-$404.8K2026-10-20
TSA Wealth Managment LLC
DECREASED2,7112,771-60-2%$302.2K$277.0K-$25.2K2026-10-22
NWF Advisory Services Inc.
INCREASED2,6862,329+357+15%$254.0K$274.4K+$20.4K2026-10-19
Bucket List Wealth Management, LLC
INCREASED2,6752,493+182+7%$271.9K$273.3K+$1.4K2026-10-22
Investmark Advisory Group LLC
NEW2,640—+2,640——$269.9K—2026-10-27
Bison Wealth, LLC
DECREASED2,6393,618-979-27%$393.1K$270.7K-$122.5K2026-10-13
Avaii Wealth Management, LLC
DECREASED2,6322,679-47-2%$292.2K$268.0K-$24.2K2026-10-09
Mainsail Financial Group, LLC
NEW2,619—+2,619——$267.6K—2026-10-23
Activest Wealth Management
DECREASED2,5224,716-2,194-47%$514.3K$257.7K-$256.7K2026-10-15
Bluedoor Private Wealth, LLC
UNCHANGED2,5122,51200%$274.0K$256.7K-$17.3K2026-11-05
Wespac Advisors, LLC
DECREASED2,5007,327-4,827-66%$799.2K$255.5K-$543.7K2026-10-26
Tctc Holdings, LLC
UNCHANGED2,5002,50000%$272.7K$255.5K-$17.2K2026-11-02
Amicus Financial Advisors, LLC
INCREASED2,4992,496+3+0%$272.3K$255.3K-$16.9K2026-11-03
Harmony Asset Management LLC
INCREASED2,4692,465+4+0%$268.8K$252.3K-$16.6K2026-10-20
Harbor Investment Advisory, LLC
UNCHANGED2,4632,46300%$268.6K$251.7K-$17.0K2026-10-13
Winthrop Advisory Group LLC
INCREASED2,4622,428+34+1%$264.9K$251.6K-$13.3K2026-10-22
Acorn Wealth Advisors, LLC
DECREASED2,4392,601-162-6%$283.7K$249.2K-$34.5K2026-10-19
Kesler, Norman & Wride, LLC
INCREASED2,4212,336+85+4%$254.8K$247.3K-$7.5K2026-11-06
Market Street Wealth Management Advisors LLC
UNCHANGED2,3372,33700%$254.9K$238.8K-$16.1K2026-10-09
Caliber Wealth Management, LLC / KS
DECREASED2,3252,463-138-6%$268.6K$237.6K-$31.1K2026-11-04
TPG Advisors LLC
UNCHANGED2,3252,32500%$253.6K$237.6K-$16.0K2026-10-16
Davenport & Co LLC
DECREASED2,2832,461-178-7%$268.4K$233.3K-$35.2K2026-10-14
Csenge Advisory Group
DECREASED2,2822,840-558-20%$309.7K$233.1K-$76.6K2026-11-04
Berkshire Money Management, Inc.
NEW2,259—+2,259——$230.8K—2026-10-21
Spire Wealth Management
DECREASED2,2542,665-411-15%$290.7K$230.4K-$60.4K2026-10-30
Chapin Davis, Inc.
INCREASED2,2382,236+2+0%$243.9K$228.7K-$15.2K2026-10-09
Shaker Investments LLC
DECREASED2,2232,360-137-6%$257.4K$227.2K-$30.2K2026-11-05
Etesian Wealth Advisors, Inc.
DECREASED2,2072,958-751-25%$322.6K$225.5K-$97.1K2026-10-27
United Financial Planning Group LLC
INCREASED2,2022,178+24+1%$237.6K$225.0K-$12.6K2026-11-04
Cannon Financial Strategists, Inc.
NEW2,182—+2,182——$223.0K—2026-10-19
Compass Financial Management LLC
DECREASED2,1752,309-134-6%$250.9K$222.2K-$28.6K2026-10-30
Dumont & Blake Investment Advisors LLC
UNCHANGED2,1532,15300%$234.8K$220.0K-$14.8K2026-10-28
Sterling Investment Advisors LLC
NEW2,107—+2,107——$215.4K—2026-10-27
ARS Wealth Advisors Group, LLC
DECREASED2,1012,634-533-20%$287.3K$214.7K-$72.6K2026-10-16
Mission Wealth Management, LP
DECREASED2,0943,115-1,021-33%$339.7K$214.0K-$125.7K2026-10-15
Truefg, LLC
DECREASED2,0902,211-121-5%$241.2K$213.5K-$27.6K2026-10-15
Breakwater Capital Group
DECREASED2,0632,178-115-5%$237.6K$210.8K-$26.8K2026-10-09
High Point Wealth Management, LLC
INCREASED2,0452,000+45+2%$218.1K$209.0K-$9.2K2026-11-05
Facet Wealth, Inc.
INCREASED2,0231,998+25+1%$217.9K$206.7K-$11.2K2026-11-04
Altfest L J & Co Inc
NEW2,012—+2,012——$205.6K—2026-10-27
Todd Asset Management LLC
NEW2,009—+2,009——$205.3K—2026-10-27
Vision Financial Markets LLC
DECREASED2,0004,000-2,000-50%$436.3K$204.4K-$231.9K2026-10-22
Thompson Siegel & Walmsley LLC
UNCHANGED2,0002,00000%$218.0K$204.0K-$14.0K2026-11-05
Key FInancial Inc
UNCHANGED2,0002,00000%$218.1K$204.4K-$13.8K2026-11-02
Peak Wealth Management LLC
UNCHANGED2,0002,00000%$218.1K$206.4K-$11.7K2026-10-26
Fragasso Financial Advisors Inc
INCREASED1,9991,982+17+1%$216.2K$204.7K-$11.5K2026-10-13
Revisor Wealth Management LLC
INCREASED1,9691,964+5+0%$214.1K$202.4K-$11.7K2026-10-20
Meadow Creek Wealth Advisors LLC
DECREASED1,9642,914-950-33%$317.8K$200.7K-$117.1K2026-11-02
Richardson Financial Services Inc.
DECREASED1,9101,983-73-4%$216.4K$195.3K-$21.1K2026-10-30
CFG Wealth Management Services, Inc.
NEW1,905—+1,905——$194.4K—2026-10-21
Finley Financial, LLC
UNCHANGED1,9001,90000%$207.2K$193.9K-$13.4K2026-10-28
Gilpin Wealth Management, LLC
DECREASED1,8632,087-224-11%$227.6K$190.4K-$37.3K2026-10-09
Covestor Ltd
INCREASED1,8591,779+80+5%$194.0K$190-$193.8K2026-10-30
Signature Equity Partners, LLC
INCREASED1,7901,508+282+19%$164.5K$182.9K+$18.4K2026-10-29
Chapman Financial Group, LLC
UNCHANGED1,7541,75400%$191.3K$179.2K-$12.1K2026-10-26
North Star Investment Management Corp.
INCREASED1,7181,176+542+46%$128.3K$175.6K+$47.3K2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED1,5871,58700%$173.1K$162.2K-$10.9K2026-10-23
Syntax Research, Inc.
DECREASED1,57326,416-24,843-94%$2.9M$160.7K-$2.7M2026-11-04
Blue Trust, Inc.
INCREASED1,5371,522+15+1%$166.0K$157.1K-$9.0K2026-10-15
Ameliora Wealth Management Ltd.
UNCHANGED1,4751,47500%$160.9K$150.7K-$10.2K2026-10-23
Adirondack Trust Co
UNCHANGED1,4071,40700%$153.5K$143.8K-$9.7K2026-10-14
Powell Investment Advisors, LLC
INCREASED1,2591,247+12+1%$136.0K$128.7K-$7.3K2026-10-22
Financial Consulate, Inc
INCREASED1,1571,126+31+3%$122.8K$118.2K-$4.6K2026-10-23
City Holding Co
DECREASED1,1031,273-170-13%$138.8K$112.7K-$26.1K2026-10-19
Transce3nd, LLC
INCREASED1,1031,034+69+7%$111.1K$113.8K+$2.7K2026-10-26
Winch Advisory Services, LLC
INCREASED1,1011,088+13+1%$118.7K$112.5K-$6.2K2026-11-06
Ascentis Independent Advisors
NEW1,077—+1,077——$110.5K—2026-11-03
Murphy & Mullick Capital Management Corp
INCREASED1,0731,066+7+1%$116.3K$108.9K-$7.3K2026-11-02
Olistico Wealth, LLC
UNCHANGED1,0501,05000%$114.5K$107.3K-$7.2K2026-10-05
Financial Freedom, LLC
NEW1,008—+1,008——$103.0K—2026-11-06
Boyd Watterson Asset Management LLC
UNCHANGED96596500%$105.3K$98.6K-$6.6K2026-11-06
Nova Financial LLC
NEW935—+935——$95.5K—2026-11-04
Mather Group, Llc.
INCREASED901872+29+3%$95.1K$92.1K-$3.0K2026-10-14
Edgemoor Investment Advisors, Inc.
NEW856—+856——$87.5K—2026-11-03
Carolina Wealth Advisors, LLC
NEW815—+815——$83.3K—2026-10-23
Cullen T Bankers, Inc.
DECREASED8002,963-2,163-73%$323.2K$81.7K-$241.4K2026-10-28
Golden State Wealth Management, LLC
INCREASED779777+2+0%$84.8K$79.7K-$5.1K2026-11-02
Barrett & Company, Inc.
UNCHANGED77877800%$84.9K$79.5K-$5.4K2026-10-22
Eastern Bank
UNCHANGED68168100%$74.3K$69.6K-$4.7K2026-10-05
Register Financial Advisors LLC
DECREASED664739-75-10%$80.6K$67.8K-$12.8K2026-10-23
Redwood Park Advisors LLC
NEW658—+658——$67.2K—2026-11-02
Pinnacle Wealth Planning Services, Inc.
INCREASED644458+186+41%$50.0K$65.8K+$15.9K2026-10-27
Rosenberg Matthew Hamilton
UNCHANGED63663600%$69.4K$65.0K-$4.4K2026-10-05
Larson Financial Group LLC
UNCHANGED63163100%$68.9K$64.5K-$4.3K2026-11-05
Centerpoint Advisors, LLC
UNCHANGED58658600%$64.0K$60.0K-$4.0K2026-11-05
Union Savings Bank
UNCHANGED56956900%$62.1K$58.1K-$3.9K2026-10-14
Security National Bank
UNCHANGED56056000%$61.1K$57.2K-$3.9K2026-10-26
Paladin Partners, LLC
UNCHANGED54554500%$59.4K$55.7K-$3.8K2026-10-06
John Boyer, Inc.
NEW529—+529——$54.1K—2026-10-27
Mechanics Financial Corp
DECREASED501531-30-6%$57.9K$51.2K-$6.7K2026-11-05
West Paces Advisors Inc.
UNCHANGED50050000%$54.5K$51.1K-$3.4K2026-10-13
Ares Financial Consulting, LLC
INCREASED475469+6+1%$51.2K$48.5K-$2.7K2026-10-19
Tsfg, LLC
DECREASED460549-89-16%$60.0K$47-$60.0K2026-10-23
BankChampaign, National Association
UNCHANGED45845800%$50.0K$46.8K-$3.2K2026-10-19
EverSource Wealth Advisors, LLC
DECREASED4551,755-1,300-74%$191.4K$46.5K-$144.9K2026-11-04
Townsend Asset Management Corp
INCREASED448444+4+1%$48.5K$45.8K-$2.7K2026-10-29
Signature Resources Capital Management, LLC
DECREASED415783-368-47%$85.4K$42.4K-$43.0K2026-10-16
Mascoma Wealth Management LLC
DECREASED400420-20-5%$45.8K$40.9K-$4.9K2026-10-23
Root Financial Partners, LLC
NEW387—+387——$39.5K—2026-10-21
1620 Investment Advisors, Inc.
UNCHANGED37737700%$41.1K$38.5K-$2.6K2026-11-04
Avion Wealth
UNCHANGED35435400%$38$36.0K+$36.0K2026-11-04
Cassaday & Co Wealth Management LLC
INCREASED350252+98+39%$27.5K$35.8K+$8.3K2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED347906-559-62%$98.8K$35.5K-$63.4K2026-10-14
Friedenthal Financial
INCREASED334295+39+13%$32.2K$34.1K+$2.0K2026-10-27
Costello Asset Management, Inc
DECREASED332370-38-10%$40.3K$34.0K-$6.4K2026-10-30
Armstrong Advisory Group, Inc
INCREASED324320+4+1%$34.9K$33.1K-$1.8K2026-10-09
Brown, Lisle Ings, Inc.
UNCHANGED31231200%$34.0K$31.9K-$2.2K2026-10-16
Signaturefd, LLC
INCREASED293242+51+21%$26.4K$30.0K+$3.6K2026-10-23
Oakworth Capital, Inc.
UNCHANGED27827800%$30.3K$28.4K-$1.9K2026-10-26
Central Trust Co
UNCHANGED27727700%$30.2K$28.3K-$1.9K2026-11-05
Canton Hathaway, LLC
UNCHANGED26926900%$29.3K$27.5K-$1.9K2026-10-23
Clearstead Trust, LLC
NEW266—+266——$27.2K—2026-11-06
MassMutual Private Wealth & Trust, FSB
UNCHANGED26026000%$28.4K$26.6K-$1.8K2026-10-05
Provident Wealth Management, LLC
DECREASED250500-250-50%$54.5K$25.5K-$29.0K2026-10-20
Trust Co of Toledo NA
UNCHANGED25025000%$27.3K$25.5K-$1.7K2026-10-16
Bangor Savings Bank
UNCHANGED23923900%$26.1K$24.4K-$1.6K2026-10-06
NBT Bank, N.A.
DECREASED238393-155-39%$42.9K$24.3K-$18.5K2026-10-21
First Horizon Corp
UNCHANGED23223200%$25.3K$23.7K-$1.6K2026-10-26
Rakuten Securities, Inc.
INCREASED228161+67+42%$17.6K$23.3K+$5.7K2026-11-02
Rossmore Private Capital
UNCHANGED22722700%$24.8K$23.2K-$1.6K2026-10-27
First Bancorp, Inc
INCREASED222184+38+21%$20.1K$22.7K+$2.6K2026-10-26
Hilltop National Bank
DECREASED200265-65-25%$28.9K$20.4K-$8.5K2026-10-14
Fortis Group Advisors, LLC
UNCHANGED20020000%$21.8K$20.4K-$1.4K2026-11-06
NBH Bank
UNCHANGED20020000%$21.8K$20.4K-$1.4K2026-11-05
Citizens National Bank Trust Department
UNCHANGED20020000%$21.8K$20.4K-$1.4K2026-11-04
Angeles Wealth Management, LLC
NEW196—+196——$20.1K—2026-10-26
Cape Investment Advisory, Inc.
DECREASED195206-11-5%$22.5K$19.9K-$2.5K2026-10-13
Nemes Rush Group LLC
UNCHANGED19219200%$20.9K$19.6K-$1.3K2026-11-04
Biltmore Family Office, LLC
UNCHANGED19019000%$20.7K$19.4K-$1.3K2026-11-03
Three Bridge Wealth Advisors, LLC
NEW189—+189——$19.3K—2026-11-05
Chilton Capital Management LLC
UNCHANGED18418400%$20.1K$18.8K-$1.3K2026-10-28
Hurley Capital, LLC
UNCHANGED17517500%$19.1K$17.9K-$1.2K2026-11-05
Pflug Koory, LLC
UNCHANGED16416400%$17.9K$16.8K-$1.1K2026-10-26
Investors Research Corp
UNCHANGED16316300%$17.8K$16.7K-$1.1K2026-10-07
Kennebec Savings Bank
UNCHANGED15615600%$17.0K$15.9K-$1.1K2026-10-22
EPG Wealth Management LLC
UNCHANGED14514500%$15.8K$14.8K-$9992026-11-03
Concord Wealth Partners
UNCHANGED14314300%$15.6K$14.6K-$9852026-11-02
United Community Bank
UNCHANGED14114100%$15.4K$14.4K-$9722026-10-28
Pacific Center for Financial Services
DECREASED128200-72-36%$21.8K$13.0K-$8.8K2026-10-15
Cherry Tree Wealth Management, LLC
UNCHANGED12312300%$13.4K$12.6K-$8472026-10-15
Center for Financial Planning, Inc.
DECREASED112129-17-13%$14.1K$11.4K-$2.6K2026-10-26
Piscataqua Savings Bank
UNCHANGED11011000%$12.0K$11.2K-$7582026-10-21
Horizon Financial Services, LLC
NEW103—+103——$10.5K—2026-11-04
AlphaCore Capital LLC
UNCHANGED10310300%$11.2K$10.5K-$7092026-11-04
POM Investment Strategies, LLC
NEW102—+102——$10.4K—2026-10-20
American Capital Advisory, LLC
UNCHANGED969600%$10.5K$9.8K-$6612026-10-28
Granite Investment Partners, LLC
UNCHANGED858500%$9.3K$8.7K-$5862026-11-04
Jcic Asset Management Inc.
UNCHANGED858500%$9.3K$8.7K-$5772026-10-30
Physician Wealth Advisors, Inc.
INCREASED8382+1+1%$8.9K$8.4K-$4612026-10-20
Provenance Wealth Advisors, LLC
NEW81—+81——$8.3K—2026-10-30
Financial Perspectives, Inc
INCREASED7271+1+1%$7.8K$7.4K-$4022026-11-03
Foster Dykema Cabot & Partners, LLC
UNCHANGED696900%$7.5K$7.1K-$4762026-10-30
Bank & Trust Co
UNCHANGED656500%$7.1K$6.6K-$4482026-10-07
Southern Michigan Bank & Trust
NEW61—+61——$6.2K—2026-10-19
Wagner Wealth Management, LLC
INCREASED5857+1+2%$6.3K$5.9K-$3242026-10-21
Wilkerson Advisory Group LLC
DECREASED5575-20-27%$8.2K$5.6K-$2.6K2026-10-20
Nfsg Corp
UNCHANGED505000%$5.5K$5.1K-$3452026-10-15
Financial Network Wealth Advisors LLC
DECREASED48452-404-89%$49.3K$4.9K-$44.4K2026-10-28
Thompson Investment Management, Inc.
UNCHANGED484800%$5.2K$4.9K-$3302026-10-14
Pinnacle Bancorp, Inc.
UNCHANGED464600%$5.0K$4.7K-$3172026-10-21
JFS Wealth Advisors, LLC
DECREASED44271-227-84%$29.6K$4.5K-$25.1K2026-11-03
Evolution Wealth Management Inc.
INCREASED4328+15+54%$3.1K$4.4K+$1.3K2026-10-28
CX Institutional
DECREASED4349-6-12%$5$4-$12026-10-02
Quest 10 Wealth Builders, Inc.
UNCHANGED424200%$4.6K$4.3K-$2892026-11-02
Axiom Investment Management LLC
UNCHANGED404000%$4.4K$4.1K-$2762026-11-03
Mosley Wealth Management
INCREASED3635+1+3%$3.8K$3.7K-$1372026-10-16
Highline Wealth Partners LLC
NEW31—+31——$3.2K—2026-10-19
Global Trust Asset Management, LLC
UNCHANGED313100%$3.4K$3.2K-$2132026-10-19
Evermay Wealth Management LLC
DECREASED30114-84-74%$12.4K$3.1K-$9.4K2026-11-05
Collier Financial
DECREASED2834-6-18%$3.7K$2.9K-$8102026-11-06
Adkins Seale Capital Management LLC
UNCHANGED282800%$3.1K$2.9K-$1932026-10-27
First United Bank & Trust
UNCHANGED202000%$2.2K$2.0K-$1372026-10-22
Trust Co of Vermont
UNCHANGED202000%$2.2K$2.0K-$1372026-10-21
Catherine Avery Investment Management LLC
UNCHANGED171700%$1.9K$1.7K-$1172026-10-14
Barnes Dennig Private Wealth Management LLC
DECREASED15172-157-91%$18.8K$1.5K-$17.2K2026-10-30
Farmers & Merchants Investments Inc
UNCHANGED151500%$1.6K$1.5K-$1032026-10-22
Quaker Wealth Management, LLC
UNCHANGED141400%$1.5K$1.4K-$962026-10-22
MTM Investment Management, LLC
INCREASED134+9+225%$436$1.3K+$8922026-10-30
Phillips Financial Management, LLC
UNCHANGED131300%$1.4K$1.3K-$902026-10-19
Noble Wealth Management PBC
DECREASED1121-10-48%$2.3K$1.1K-$1.2K2026-10-01
Abound Wealth Management
NEW10—+10——$1.0K—2026-10-26
Asset Dedication, LLC
DECREASED94,646-4,637-100%$506.7K$920-$505.8K2026-11-03
Networth Advisors, LLC
UNCHANGED9900%$982$931-$512026-11-03
Elevation Wealth Partners, LLC
NEW6—+6——$614—2026-10-07
Dhjj Financial Advisors, Ltd.
UNCHANGED5500%$546$511-$352026-10-23
Natixis
UNCHANGED5500%$545$511-$342026-11-06
Nvest Wealth Strategies, Inc.
DECREASED223-21-91%$2.5K$206-$2.3K2026-10-14
Viewpoint Capital Management LLC
NEW1—+1——$102—2026-10-27
Realta Investment Advisors
DECREASED159-58-98%$6.4K$81-$6.3K2026-10-14
Balance Wealth Partners LLC
NEW0—0——$0—2026-10-27
Constellation Investments, Inc.
CLOSED0249,317-249,317-100%$27.2M$0-$27.2M2026-10-28
Deutsche Bank Ag\
CLOSED0151,444-151,444-100%$16.5M$0-$16.5M2026-11-06
Heartwood Wealth Advisors LLC
CLOSED091,511-91,511-100%$10.0M$0-$10.0M2026-10-05
Axxcess Wealth Management, LLC
CLOSED067,784-67,784-100%$7.4M$0-$7.4M2026-10-21
Rochester Wealth Strategies, LLC
CLOSED051,060-51,060-100%$5.6M$0-$5.6M2026-11-03
Clarus Wealth Advisors
CLOSED027,239-27,239-100%$2.9M$0-$2.9M2026-10-13
Alpha Wealth Funds, LLC
CLOSED019,677-19,677-100%$2.1M$0-$2.1M2026-11-05
Bryant Woods Investment Advisors, LLC
CLOSED018,675-18,675-100%$2.0M$0-$2.0M2026-10-26
Premier Path Wealth Partners, LLC
CLOSED013,962-13,962-100%$1.5M$0-$1.5M2026-10-16
HUB Investment Partners, LLC
CLOSED012,931-12,931-100%$1.4M$0-$1.4M2026-11-03
True Freedom Investing, LLC
CLOSED012,251-12,251-100%$1.3M$0-$1.3M2026-10-29
Pinkerton Wealth, LLC
CLOSED012,112-12,112-100%$1.3M$0-$1.3M2026-10-29
Capitol Family Office, Inc.
CLOSED011,701-11,701-100%$1.3M$0-$1.3M2026-10-13
CIBC Asset Management Inc
CLOSED011,700-11,700-100%$1.3M$0-$1.3M2026-11-05
Spectrum Strategic Capital Management, LLC
CLOSED011,417-11,417-100%$1.2M$0-$1.2M2026-10-22
Arrow Investment Advisors, LLC
CLOSED010,860-10,860-100%$1.2M$0-$1.2M2026-11-02
Florin Court Capital LLP
CLOSED010,800-10,800-100%$1.2M$0-$1.2M2026-11-02
Roman Butler Fullerton & Co
CLOSED09,712-9,712-100%$1.1M$0-$1.1M2026-10-27
Mandatum Life Insurance Co Ltd
CLOSED09,520-9,520-100%$1.0M$0-$1.0M2026-11-06
Bokf, NA
CLOSED08,808-8,808-100%$960.7K$0-$960.7K2026-10-27
Kelly Financial Services LLC
CLOSED08,526-8,526-100%$929.9K$0-$929.9K2026-10-20
Quantum Financial Partners LLC
CLOSED08,375-8,375-100%$913.5K$0-$913.5K2026-10-19
Arlington Capital Management Inc
CLOSED06,565-6,565-100%$716.0K$0-$716.0K2026-10-30
Saxony Capital Management, LLC
CLOSED06,314-6,314-100%$688.7K$0-$688.7K2026-10-15
Ledyard National Bank
CLOSED05,794-5,794-100%$632.0K$0-$632.0K2026-10-21
Compagnie Lombard Odier SCmA
CLOSED05,670-5,670-100%$618.4K$0-$618.4K2026-11-04
TFB Advisors LLC
CLOSED05,418-5,418-100%$590.9K$0-$590.9K2026-11-02
Texas Bank & Trust Co
CLOSED04,979-4,979-100%$543.1K$0-$543.1K2026-11-04
Plancorp, LLC
CLOSED04,922-4,922-100%$526.5K$0-$526.5K2026-11-03
Sensible Money, LLC
CLOSED04,637-4,637-100%$505.8K$0-$505.8K2026-10-20
Asempa Wealth Advisors
CLOSED04,314-4,314-100%$470.5K$0-$470.5K2026-10-07
Able Financial Group, LLC
CLOSED04,157-4,157-100%$453.4K$0-$453.4K2026-10-14
XY Planning Network, Inc.
CLOSED03,651-3,651-100%$398.2K$0-$398.2K2026-10-14
Horst & Graben Wealth Management LLC
CLOSED03,502-3,502-100%$379.8K$0-$379.8K2026-11-02
Riverbend Wealth Management, LLC
CLOSED03,403-3,403-100%$371.2K$0-$371.2K2026-10-15
Sagespring Wealth Partners, LLC
CLOSED02,953-2,953-100%$322.1K$0-$322.1K2026-10-22
Personal CFO Solutions, LLC
CLOSED02,872-2,872-100%$313.2K$0-$313.2K2026-11-06
Entrewealth, LLC
CLOSED02,853-2,853-100%$303.4K$0-$303.4K2026-10-14
Fiduciary Alliance LLC
CLOSED02,697-2,697-100%$294.1K$0-$294.1K2026-10-13
Fairvoy Private Wealth, LLC
CLOSED02,511-2,511-100%$273.8K$0-$273.8K2026-10-19
Madrid Financial Services
CLOSED02,375-2,375-100%$259.0K$0-$259.0K2026-11-03
Smith Shellnut Wilson LLC
CLOSED02,300-2,300-100%$250.9K$0-$250.9K2026-10-21
Cpwa, LLC
CLOSED02,074-2,074-100%$226.2K$0-$226.2K2026-11-04
Crown Wealth Group, LLC
CLOSED02,034-2,034-100%$221.8K$0-$221.8K2026-10-19
Sumitomo Mitsui DS Asset Management Company, Ltd
CLOSED02,030-2,030-100%$221.4K$0-$221.4K2026-10-20
Belvedere Trading LLC
CLOSED01,931-1,931-100%$210.6K$0-$210.6K2026-11-05
International Assets Investment Management, LLC
CLOSED01,930-1,930-100%$209.4K$0-$209.4K2026-11-02
D.B. Root & Company, LLC
CLOSED01,924-1,924-100%$209.9K$0-$209.9K2026-11-04
Breachway Investments LLC
CLOSED01,921-1,921-100%$209.5K$0-$209.5K2026-10-19
Forum Financial Management, LP
CLOSED01,917-1,917-100%$209.1K$0-$209.1K2026-10-16
Signal Advisors Wealth, LLC
CLOSED01,890-1,890-100%$206.1K$0-$206.1K2026-10-13
Beacon Financial Group
CLOSED01,884-1,884-100%$205.5K$0-$205.5K2026-10-19
Parsons Capital Management Inc
CLOSED01,859-1,859-100%$202.8K$0-$202.8K2026-10-28
Wedgewood Investors Inc
CLOSED01,848-1,848-100%$201.6K$0-$201.6K2026-10-28
AlphaCentric Advisors LLC
CLOSED01,256-1,256-100%$137.0K$0-$137.0K2026-11-03
Cornerstone Planning Group LLC
CLOSED0968-968-100%$103.3K$0-$103.3K2026-10-16
Vermillion Wealth Management, Inc.
CLOSED0711-711-100%$77.5K$0-$77.5K2026-10-26
AdvisorNet Financial, Inc
CLOSED0649-649-100%$70.8K$0-$70.8K2026-10-15
Salem Investment Counselors Inc
CLOSED0592-592-100%$64.6K$0-$64.6K2026-10-13
Park National Corp
CLOSED0390-390-100%$42.5K$0-$42.5K2026-10-05
Wellington Grp LLC
CLOSED0377-377-100%$41.1K$0-$41.1K2026-11-06
Tucker Asset Management LLC
CLOSED0209-209-100%$22.8K$0-$22.8K2026-10-29
BankPlus Trust Department
CLOSED0199-199-100%$21.7K$0-$21.7K2026-11-06
SYM Financial Corp
CLOSED0127-127-100%$13.9K$0-$13.9K2026-10-26
Comprehensive Financial Planning, Inc.
CLOSED0122-122-100%$13.3K$0-$13.3K2026-10-27
Brooklyn FI, LLC
CLOSED0113-113-100%$12.1K$0-$12.1K2026-11-05
Burk Holdings LLC
CLOSED0100-100-100%$10.9K$0-$10.9K2026-11-05
Pittenger & Anderson Inc
CLOSED078-78-100%$8.5K$0-$8.5K2026-11-02
Markowski Investments
CLOSED075-75-100%$8.2K$0-$8.2K2026-10-30
Parkside Financial Bank & Trust
CLOSED074-74-100%$8.1K$0-$8.1K2026-10-27
Founders Capital Management
CLOSED024-24-100%$2.6K$0-$2.6K2026-10-13
Kingdom Financial Group Llc.
CLOSED014-14-100%$1.5K$0-$1.5K2026-11-04
Robinswood Financial LLC
CLOSED013-13-100%$1.4K$0-$1.4K2026-10-20
High Note Wealth, LLC
CLOSED000—$54$0-$542026-10-27
Clark Wealth Partners
CLOSED000—$1$0-$12026-10-19
Bank of America Corp
N/A—25,658,147-25,658,147-100%$2.8B———
BlackRock, Inc.
N/A—19,248,751-19,248,751-100%$2.1B———
Meiji Yasuda Life Insurance Co
N/A—19,120,368-19,120,368-100%$2.1B———
Morgan Stanley
N/A—17,429,340-17,429,340-100%$1.9B———
Wealthfront Advisers LLC
N/A—12,435,413-12,435,413-100%$1.4B———
Financial Engines Advisors L.L.C.
N/A—11,419,910-11,419,910-100%$1.2B———
Prudential Financial Inc
N/A—10,601,426-10,601,426-100%$1.2B———
Nuveen, LLC
N/A—10,235,200-10,235,200-100%$1.1B———
Allianz SE
N/A—7,862,205-7,862,205-100%$857.5M———
Goldman Sachs Group Inc
N/A—7,493,872-7,493,872-100%$817.4M———
Ontario Teachers Pension Plan Board
N/A—6,350,000-6,350,000-100%$692.6M———
Envestnet Asset Management Inc
N/A—6,101,242-6,101,242-100%$665.5M———
Ameriprise Financial Inc
N/A—5,090,714-5,090,714-100%$554.7M———
Wells Fargo & Company
N/A—4,666,082-4,666,082-100%$508.9M———
Northwestern Mutual Investment Management Company, LLC
N/A—4,559,454-4,559,454-100%$497.3M———
UBS Group AG
N/A—4,451,008-4,451,008-100%$485.5M———
Susquehanna International Group, LLP
N/A—3,926,364-3,926,364-100%$428.2M———
BNP Paribas
N/A—3,391,228-3,391,228-100%$369.9M———
Royal Bank of Canada
N/A—2,795,629-2,795,629-100%$304.9M———
Empower Annuity Insurance Co
N/A—2,456,850-2,456,850-100%$268.0M———
Schroder Investment Management Group
N/A—2,409,021-2,409,021-100%$264.3M———
JPMorgan Chase & Co
N/A—2,046,151-2,046,151-100%$224.5M———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,965,000-1,965,000-100%$214.3M———
Aozora Bank, Ltd.
N/A—1,820,000-1,820,000-100%$198.5M———
Northern Trust Corp
N/A—1,804,239-1,804,239-100%$196.8M———
Members Trust Co
N/A—1,552,970-1,552,970-100%$169.4M———
Raymond James Financial Inc
N/A—1,445,708-1,445,708-100%$157.7M———
MML Investors Services, LLC
N/A—1,199,410-1,199,410-100%$130.8M———
Cetera Investment Advisers
N/A—1,103,179-1,103,179-100%$120.3M———
Bridgewater Associates, LP
N/A—1,050,500-1,050,500-100%$114.6M———
Man Group plc
N/A—979,525-979,525-100%$106.8M———
Capula Management Ltd
N/A—931,663-931,663-100%$101.6M———
Bank of Montreal
N/A—894,125-894,125-100%$97.5M———
Centiva Capital, LP
N/A—890,406-890,406-100%$97.1M———
Verition Fund Management LLC
N/A—880,355-880,355-100%$96.0M———
Sumitomo Mitsui Financial Group, Inc.
N/A—859,205-859,205-100%$93.7M———
Point72 Asset Management, L.P.
N/A—850,000-850,000-100%$92.7M———
Legal & General Group Plc
N/A—817,911-817,911-100%$89.2M———
APG Asset Management US Inc.
N/A—786,699-786,699-100%$85.3M———
Symetra Investment Management Co
N/A—755,710-755,710-100%$82.4M———
Northwestern Mutual Wealth Management Co
N/A—735,113-735,113-100%$80.2M———
Winton Group Ltd
N/A—710,173-710,173-100%$77.5M———
Stifel Financial Corp
N/A—704,701-704,701-100%$76.9M———
Osaic Holdings, Inc.
N/A—700,336-700,336-100%$76.4M———
Quadrature Capital Ltd
N/A—664,659-664,659-100%$72.5M———
Renaissance Technologies LLC
N/A—644,200-644,200-100%$70.3M———
DRW Securities, LLC
N/A—603,052-603,052-100%$65.8M———
Bank Hapoalim BM
N/A—567,136-567,136-100%$61.9M———
O'shaughnessy Asset Management, LLC
N/A—524,851-524,851-100%$57.2M———
Qube Research & Technologies Ltd
N/A—466,177-466,177-100%$50.8M———
Polar Asset Management Partners Inc.
N/A—460,000-460,000-100%$50.3M———
Symmetry Investments LP
N/A—455,000-455,000-100%$49.6M———
Jupiter Topco LLC
N/A—450,924-450,924-100%$49.2M———
SG Americas Securities, LLC
N/A—432,078-432,078-100%$47.1M———
MetLife Investment Management, LLC
N/A—426,500-426,500-100%$46.5M———
Focus Partners Wealth
N/A—385,481-385,481-100%$42.0M———
LMR Partners LLP
N/A—383,157-383,157-100%$41.8M———
Stratos Investment Management, LLC
N/A—352,343-352,343-100%$38.4M———
HighTower Advisors, LLC
N/A—350,937-350,937-100%$38.3M———
Rockefeller Capital Management L.P.
N/A—338,916-338,916-100%$37.0M———
Gallagher Fiduciary Advisors, LLC
N/A—338,060-338,060-100%$36.9M———
Kingsview Wealth Management, LLC
N/A—327,250-327,250-100%$35.7M———
Cheviot Value Management, LLC
N/A—323,920-323,920-100%$35.3M———
Envestnet Portfolio Solutions, Inc.
N/A—309,351-309,351-100%$33.7M———
Huntington National Bank
N/A—309,107-309,107-100%$33.7M———
Marshall Wace, LLP
N/A—301,296-301,296-100%$32.9M———
Toronto Dominion Bank
N/A—300,000-300,000-100%$32.7M———
Captrust Financial Advisors
N/A—299,492-299,492-100%$32.7M———
Planning Project LLC
N/A—299,341-299,341-100%$31.8M———
Baird Financial Group, Inc.
N/A—288,283-288,283-100%$31.4M———
IHT Wealth Management, LLC
N/A—282,464-282,464-100%$30.8M———
Westshore Wealth, LLC
N/A—280,636-280,636-100%$30.6M———
Joule Financial, LLC
N/A—272,760-272,760-100%$29.7M———
Modern Wealth Management, LLC
N/A—265,371-265,371-100%$28.9M———
Millennium Management LLC
N/A—259,417-259,417-100%$28.3M———
Regal Investment Advisors LLC
N/A—255,073-255,073-100%$27.8M———
Clark Capital Management Group, Inc.
N/A—238,959-238,959-100%$26.1M———
Daiichi Life Insurance Co., Ltd.
N/A—224,000-224,000-100%$24.4M———
Nomura Asset Management International Inc.
N/A—219,888-219,888-100%$24.0M———
Invst, LLC
N/A—217,669-217,669-100%$23.7M———
Old Mission Capital LLC
N/A—215,629-215,629-100%$23.5M———
Mitsubishi UFJ Trust & Banking Corp
N/A—214,905-214,905-100%$23.4M———
Petrus Trust Company, LTA
N/A—211,209-211,209-100%$23.0M———
Sona Asset Management (US) LLC
N/A—209,432-209,432-100%$22.8M———
HSBC Holdings PLC
N/A—206,247-206,247-100%$22.5M———
Strategic Wealth Partners, Ltd.
N/A—206,245-206,245-100%$22.5M———
Alley Investment Management Company, LLC
N/A—205,103-205,103-100%$22.4M———
CI Investments Inc.
N/A—204,926-204,926-100%$22.4M———
Canal Capital Management, LLC
N/A—204,315-204,315-100%$22.3M———
HRT Financial LP
N/A—199,385-199,385-100%$21.7M———
Lifeworks Advisors, LLC
N/A—195,454-195,454-100%$21.3M———
USA Financial Formulas
N/A—194,203-194,203-100%$21.2M———
Hilltop Holdings Inc.
N/A—190,075-190,075-100%$20.7M———
Cerity Partners LLC
N/A—184,691-184,691-100%$20.1M———
Scotia Capital Inc.
N/A—182,169-182,169-100%$19.9M———
Spahn Wealth & Retirement LLC
N/A—181,212-181,212-100%$19.8M———
Mariner, LLC
N/A—168,227-168,227-100%$18.3M———
Principal Securities, Inc.
N/A—161,491-161,491-100%$17.6M———
Optiver Holding B.V.
N/A—155,740-155,740-100%$17.0M———
American Family Investments, Inc.
N/A—155,400-155,400-100%$16.9M———
Edgestream Partners, L.P.
N/A—151,037-151,037-100%$16.5M———
Zacks Investment Management
N/A—149,960-149,960-100%$16.4M———
Tiff Advisory Services, LLC
N/A—143,968-143,968-100%$15.7M———
Horizon Investments, LLC
N/A—141,908-141,908-100%$15.4M———
Steward Partners Investment Advisory, LLC
N/A—141,621-141,621-100%$15.4M———
CIBC Bancorp USA Inc.
N/A—141,279-141,279-100%$15.4M———
MAI Capital Management
N/A—140,797-140,797-100%$15.4M———
Guggenheim Capital LLC
N/A—140,742-140,742-100%$15.4M———
SSI Investment Management LLC
N/A—137,523-137,523-100%$15.0M———
Gotham Asset Management, LLC
N/A—135,678-135,678-100%$14.8M———
Stevens Capital Management LP
N/A—135,400-135,400-100%$14.8M———
Sanctuary Advisors, LLC
N/A—133,312-133,312-100%$14.5M———
Edmond de Rothschild Holding S.A.
N/A—132,059-132,059-100%$14.4M———
Foundations Investment Advisors, LLC
N/A—131,609-131,609-100%$14.4M———
IFG Advisory, LLC
N/A—128,358-128,358-100%$14.0M———
Arax Advisory Partners
N/A—127,984-127,984-100%$14.0M———
Hudson Bay Capital Management LP
N/A—125,000-125,000-100%$13.6M———
Mustico Financial Group, Inc.
N/A—124,812-124,812-100%$13.3M———
DV Trading LLC
N/A—124,070-124,070-100%$13.5M———
Pinnacle Financial Partners, Inc.
N/A—121,947-121,947-100%$13.3M———
MTC Wealth Management LLC
N/A—121,283-121,283-100%$13.2M———
Donaldson Capital Management, LLC
N/A—119,901-119,901-100%$13.1M———
TRB Wealth Management, LLC
N/A—119,718-119,718-100%$13.1M———
BNP Paribas Financial Markets
N/A—118,518-118,518-100%$12.9M———
Betterment LLC
N/A—116,839-116,839-100%$12.7M———
Rothschild Wealth LLC
N/A—115,202-115,202-100%$12.6M———
Beacon Pointe Advisors, LLC
N/A—110,145-110,145-100%$12.0M———
Jones Financial Companies Lllp
N/A—110,100-110,100-100%$12.1M———
Balyasny Asset Management L.P.
N/A—110,100-110,100-100%$12.0M———
Finhabits Advisors LLC
N/A—108,943-108,943-100%$11.9M———
Jane Street Group, LLC
N/A—108,924-108,924-100%$11.9M———
EFG International AG
N/A—103,310-103,310-100%$11.3M———
Trajan Wealth LLC
N/A—102,378-102,378-100%$11.2M———
Consilio Wealth Advisors, LLC
N/A—101,239-101,239-100%$11.0M———
Nissay Asset Management Corp N
N/A—100,916-100,916-100%$11.0M———
First Foundation Advisors
N/A—100,442-100,442-100%$11.0M———
BCS Private Wealth Management, Inc.
N/A—99,972-99,972-100%$10.9M———
Tudor Investment Corp ET AL
N/A—99,349-99,349-100%$10.8M———
Invictus Private Wealth, LLC
N/A—98,911-98,911-100%$10.8M———
Beta Wealth Group, Inc.
N/A—96,700-96,700-100%$10.5M———
Shelter Mutual Insurance Co
N/A—95,196-95,196-100%$10.4M———
Vestmark Advisory Solutions, Inc.
N/A—88,370-88,370-100%$9.6M———
Mercer Global Advisors Inc
N/A—87,794-87,794-100%$9.6M———
Itau Unibanco Holding S.A.
N/A—85,581-85,581-100%$9.3M———
Easterly Investment Partners LLC
N/A—83,500-83,500-100%$9.1M———
Janney Montgomery Scott LLC
N/A—83,170-83,170-100%$9.1M———
First American Trust, FSB
N/A—82,006-82,006-100%$8.9M———
Strategic Investment Advisors / MI
N/A—81,070-81,070-100%$8.8M———
Chesapeake Wealth Management
N/A—80,152-80,152-100%$8.7M———
Coral Wealth Management, LLC
N/A—79,514-79,514-100%$8.7M———
Stephens Inc
N/A—77,411-77,411-100%$8.4M———
Torrey-Payne Wealth Management, LLC
N/A—75,511-75,511-100%$8.2M———
Waterloo Capital, L.P.
N/A—73,041-73,041-100%$8.0M———
Alliancebernstein L.P.
N/A—72,657-72,657-100%$7.9M———
Flputnam Investment Management Co
N/A—71,705-71,705-100%$7.8M———
Crabel Capital Management, LLC
N/A—70,837-70,837-100%$7.7M———
Summit Financial, LLC
N/A—70,144-70,144-100%$7.7M———
One Capital Management, LLC
N/A—70,126-70,126-100%$7.6M———
Modus Advisors, LLC
N/A—69,356-69,356-100%$7.6M———
Providence Capital Advisors, LLC
N/A—67,618-67,618-100%$7.4M———
First Trust Advisors LP
N/A—67,452-67,452-100%$7.4M———
FMR LLC
N/A—65,275-65,275-100%$7.1M———
Blackhawk Capital Partners, LLC
N/A—65,035-65,035-100%$7.1M———
Advisory Services Network, LLC
N/A—63,162-63,162-100%$6.9M———
BlueCrest Capital Management Ltd
N/A—62,000-62,000-100%$6.8M———
Estate Counselors, LLC
N/A—59,695-59,695-100%$6.5M———
NewEdge Advisors, LLC
N/A—58,960-58,960-100%$6.4M———
NewEdge Wealth, LLC
N/A—58,559-58,559-100%$6.4M———
Allstate Corp
N/A—57,960-57,960-100%$6.3M———
M&T Bank Corp
N/A—53,986-53,986-100%$5.9M———
1607 Capital Partners, LLC
N/A—52,980-52,980-100%$5.8M———
Private Advisor Group, LLC
N/A—52,658-52,658-100%$5.7M———
Range Advisory, LLC
N/A—52,393-52,393-100%$5.7M———
Mutual Advisors, LLC
N/A—50,671-50,671-100%$5.5M———
RWA Wealth Partners, LLC
N/A—47,500-47,500-100%$5.2M———
Commerce Bank
N/A—47,344-47,344-100%$5.2M———
Wescott Financial Advisory Group, LLC
N/A—45,969-45,969-100%$5.0M———
Integrated Wealth Concepts LLC
N/A—42,896-42,896-100%$4.7M———
Aptus Capital Advisors, LLC
N/A—42,308-42,308-100%$4.6M———
&partners
N/A—41,045-41,045-100%$4.5M———
World Investment Advisors
N/A—40,760-40,760-100%$4.4M———
Red Wave Investments LLC
N/A—39,801-39,801-100%$4.3M———
Allie Family Office LLC
N/A—39,578-39,578-100%$4.3M———
Nomura Asset Management Co LTD
N/A—39,235-39,235-100%$4.3M———
Note Advisors, LLC
N/A—38,208-38,208-100%$4.2M———
Fairview Capital Investment Management, LLC
N/A—37,573-37,573-100%$4.1M———
National Bank of Canada
N/A—36,511-36,511-100%$4.0M———
Sagil Capital LLP
N/A—36,200-36,200-100%$3.9M———
J Hagan Capital, Inc.
N/A—35,782-35,782-100%$3.9M———
Natixis Advisors, LLC
N/A—35,095-35,095-100%$3.8M———
Broyhill Asset Management, LLC
N/A—35,011-35,011-100%$3.8M———
Transamerica Financial Advisors, LLC
N/A—34,422-34,422-100%$3.8M———
Cvfg LLC
N/A—34,108-34,108-100%$3.7M———
Brookwood Investment Group LLC
N/A—33,877-33,877-100%$3.7M———
Purpose Unlimited Inc.
N/A—33,810-33,810-100%$3.7M———
SSA Swiss Advisors AG
N/A—33,356-33,356-100%$3.6M———
Global Retirement Partners, LLC
N/A—33,124-33,124-100%$3.6M———
Waverly Advisors, LLC
N/A—32,558-32,558-100%$3.6M———
Calton & Associates, Inc.
N/A—32,190-32,190-100%$3.5M———
Sequoia Financial Advisors, LLC
N/A—31,543-31,543-100%$3.4M———
Cary Street Partners Financial LLC
N/A—30,990-30,990-100%$349.7K———
Loomis Sayles & Co L P
N/A—30,148-30,148-100%$3.3M———
OneDigital Investment Advisors LLC
N/A—30,023-30,023-100%$3.3M———
Phil A. Younker & Associates, Ltd.
N/A—30,015-30,015-100%$3.3M———
Stratos Wealth Partners, Ltd.
N/A—28,918-28,918-100%$3.2M———
Insigneo Advisory Services, LLC
N/A—26,499-26,499-100%$2.9M———
Exit Wealth Advisors, Llc.
N/A—25,168-25,168-100%$2.7M———
New England Asset Management Inc
N/A—25,000-25,000-100%$2.7M———
Keel Point, LLC
N/A—24,851-24,851-100%$2.7M———
Phoenix Financial Ltd.
N/A—24,748-24,748-100%$2.7M———
IMA Advisory Services, Inc.
N/A—24,507-24,507-100%$2.7M———
Frisch Financial Group, Inc.
N/A—24,139-24,139-100%$2.6M———
Savvy Advisors, Inc.
N/A—22,924-22,924-100%$2.5M———
One Wealth Advisors, LLC
N/A—22,497-22,497-100%$2.5M———
Geneos Wealth Management Inc.
N/A—22,066-22,066-100%$2.4M———
Banco Santander, S.A.
N/A—21,816-21,816-100%$2.4M———
Prudential PLC
N/A—21,788-21,788-100%$2.4M———
Franklin Resources Inc
N/A—21,728-21,728-100%$2.4M———
Arrowroot Family Office, LLC
N/A—21,528-21,528-100%$2.3M———
Bulltick Wealth Management, LLC
N/A—21,385-21,385-100%$2.3M———
Capital Financial Group Inc\co\
N/A—20,519-20,519-100%$2.2M———
L & S Advisors Inc
N/A—20,379-20,379-100%$2.2M———
Perennial Investment Advisors, LLC
N/A—19,811-19,811-100%$2.2M———
Crews Bank & Trust
N/A—19,790-19,790-100%$2.2M———
Castleark Management LLC
N/A—19,300-19,300-100%$2.1M———
Roundview Capital LLC
N/A—18,596-18,596-100%$2.0M———
Rathbones Group PLC
N/A—18,586-18,586-100%$2.0M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—18,517-18,517-100%$2.0M———
Equitable Holdings, Inc.
N/A—18,422-18,422-100%$2.0M———
Berkeley Capital Partners, LLC
N/A—18,078-18,078-100%$2.0M———
Bcwm, LLC
N/A—17,904-17,904-100%$2.0M———
Copia Wealth Management
N/A—17,646-17,646-100%$1.9M———
1832 Asset Management L.P.
N/A—17,272-17,272-100%$1.9M———
Bessemer Group Inc
N/A—17,155-17,155-100%$1.9M———
BTG Pactual Asset Management US LLC
N/A—17,017-17,017-100%$1.9M———
Lazard Asset Management LLC
N/A—16,956-16,956-100%$1.8M———
Investment Advisory Group, LLC
N/A—16,091-16,091-100%$1.8M———
CreativeOne Wealth, LLC
N/A—15,903-15,903-100%$1.7M———
Smartleaf Asset Management LLC
N/A—15,692-15,692-100%$1.7M———
Nwam LLC
N/A—15,607-15,607-100%$1.7M———
AlTi Global, Inc.
N/A—15,584-15,584-100%$1.7M———
Interactive Financial Advisors, Inc.
N/A—15,241-15,241-100%$1.7M———
Banco BTG Pactual S.A.
N/A—15,144-15,144-100%$1.7M———
Brasada Capital Management, LP
N/A—15,079-15,079-100%$1.6M———
Fiducient Advisors LLC
N/A—14,791-14,791-100%$1.6M———
Marex Group Ltd
N/A—14,751-14,751-100%$1.6M———
Nicolet Bankshares Inc
N/A—14,672-14,672-100%$1.6M———
Fiduciary Financial Advisors
N/A—14,004-14,004-100%$1.5M———
Quantinno Capital Management LP
N/A—13,820-13,820-100%$1.5M———
King Wealth Management Group
N/A—13,656-13,656-100%$1.5M———
Johnson Investment Counsel Inc
N/A—13,609-13,609-100%$1.5M———
SIG Brokerage, LP
N/A—13,575-13,575-100%$1.5M———
Capital Analysts, LLC
N/A—13,511-13,511-100%$1.5M———
Hancock Whitney Corp
N/A—13,383-13,383-100%$1.5M———
Financial Sense Advisors, Inc.
N/A—13,261-13,261-100%$1.4M———
Pathstone Holdings, LLC
N/A—13,239-13,239-100%$1.4M———
Westwood Holdings Group Inc
N/A—13,211-13,211-100%$1.4M———
Viawealth, LLC
N/A—13,098-13,098-100%$1.4M———
Disciplined Investments, LLC
N/A—13,045-13,045-100%$1.4M———
Blair William & Co
N/A—12,467-12,467-100%$1.4M———
Founders Financial Alliance, LLC
N/A—12,347-12,347-100%$1.3M———
Orion Porfolio Solutions, LLC
N/A—11,931-11,931-100%$1.3M———
GeoWealth Management, LLC
N/A—11,747-11,747-100%$1.3M———
Boreal Capital Management LLC
N/A—11,490-11,490-100%$1.3M———
Pinebridge Investments LLC
N/A—11,418-11,418-100%$1.2M———
Northeast Planning Associates, Inc. / NH /
N/A—11,213-11,213-100%$1.1M———
Marble Wealth, LLC
N/A—10,711-10,711-100%$1.2M———
Van Hulzen Asset Management, LLC
N/A—10,496-10,496-100%$1.1M———
Tidal Investments LLC
N/A—9,612-9,612-100%$1.0M———
GWN Securities Inc.
N/A—9,559-9,559-100%$1.0M———
United Capital Financial Advisors, LLC
N/A—9,484-9,484-100%$1.0M———
HighMark Wealth Management LLC
N/A—9,335-9,335-100%$1.0M———
Biondo Investment Advisors, LLC
N/A—8,988-8,988-100%$980.3K———
Gateway Wealth Partners, LLC
N/A—8,879-8,879-100%$968.5K———
Snowden Capital Advisors LLC
N/A—8,846-8,846-100%$964.8K———
American Capital Management Inc
N/A—8,702-8,702-100%$949.1K———
Main Street Financial Solutions, LLC
N/A—8,629-8,629-100%$941.2K———
Brown Brothers Harriman & Co
N/A—8,616-8,616-100%$939.7K———
FIL Ltd
N/A—8,500-8,500-100%$927.1K———
Mount Lucas Management LP
N/A—8,390-8,390-100%$915.1K———
Mmbg Investment Advisors Co.
N/A—8,088-8,088-100%$882.2K———
Oxinas Partners, LLC
N/A—8,030-8,030-100%$875.8K———
Advisors Asset Management, Inc.
N/A—7,991-7,991-100%$871.6K———
Glen Eagle Advisors, LLC
N/A—7,691-7,691-100%$838.9K———
Maridea Wealth Management LLC
N/A—7,685-7,685-100%$838.2K———
AssuredPartners Investment Advisors, LLC
N/A—7,592-7,592-100%$828.0K———
VestGen Investment Management
N/A—7,551-7,551-100%$823.6K———
Trivium Point Advisory, LLC
N/A—7,528-7,528-100%$821.1K———
Orleans Capital Management Corp
N/A—7,335-7,335-100%$800.0K———
Landscape Capital Management, L.L.C.
N/A—7,321-7,321-100%$798.5K———
White Pine Capital LLC
N/A—7,171-7,171-100%$782.1K———
Northstar Advisory Group, LLC
N/A—7,098-7,098-100%$774.2K———
Harbour Investments, Inc.
N/A—7,066-7,066-100%$770.7K———
Hudson Portfolio Management LLC
N/A—6,756-6,756-100%$736.9K———
Clarendon Private LLC
N/A—6,516-6,516-100%$710.7K———
Wealth Alliance, LLC
N/A—6,514-6,514-100%$710.5K———
AQR Capital Management LLC
N/A—6,354-6,354-100%$693.0K———
Hyundai Investments Co., Ltd.
N/A—6,204-6,204-100%$680.6K———
Advyzon Investment Management, LLC
N/A—6,131-6,131-100%$668.7K———
Saiph Capital, LLC
N/A—6,051-6,051-100%$660.0K———
UBS Asset Management Americas LLC
N/A—6,016-6,016-100%$656.2K———
Kovack Advisors, Inc.
N/A—5,977-5,977-100%$649.0K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—5,939-5,939-100%$647.8K———
Adaptive Financial Consulting, LLC
N/A—5,917-5,917-100%$645.4K———
Cresset Asset Management, LLC
N/A—5,914-5,914-100%$645.0K———
Godfrey Financial Associates, Inc.
N/A—5,848-5,848-100%$637.8K———
Gladstone Institutional Advisory LLC
N/A—5,823-5,823-100%$635.1K———
GTS Securities LLC
N/A—5,629-5,629-100%$614.0K———
Focus Partners Advisor Solutions, LLC
N/A—5,594-5,594-100%$610.2K———
Per Stirling Capital Management, Llc.
N/A—5,518-5,518-100%$601.8K———
SlateStone Wealth, LLC
N/A—5,490-5,490-100%$599.0K———
Hollencrest Capital Management
N/A—5,482-5,482-100%$597.9K———
CIBC World Market Inc.
N/A—5,468-5,468-100%$596.4K———
Sierra Capital LLC
N/A—5,451-5,451-100%$574.0K———
Legacy Wealth Managment, LLC
N/A—5,425-5,425-100%$591.7K———
Wealthspire Advisors, LLC
N/A—5,339-5,339-100%$582.3K———
Alesco Advisors, LLC, An ESL Co
N/A—5,300-5,300-100%$578.1K———
Everstar Asset Management, LLC
N/A—5,295-5,295-100%$577.5K———
Arkadios Wealth Advisors
N/A—5,269-5,269-100%$574.7K———
M3 Advisory Group, LLC
N/A—5,065-5,065-100%$552.4K———
GHE, LLC
N/A—5,000-5,000-100%$545.4K———
17 Capital Partners, LLC
N/A—4,943-4,943-100%$539.1K———
Heritage Trust Co
N/A—4,893-4,893-100%$533.7K———
Seeds Investor LLC
N/A—4,887-4,887-100%$533.0K———
Farringdon Capital, Ltd.
N/A—4,816-4,816-100%$525.3K———
Hillsdale Investment Management Inc.
N/A—4,750-4,750-100%$518.1K———
Independent Advisor Alliance
N/A—4,749-4,749-100%$518.0K———
Wealthgarden F.S. LLC
N/A—4,638-4,638-100%$505.9K———
Operose Advisors LLC
N/A—4,506-4,506-100%$491.4K———
Haverford Trust Co
N/A—4,312-4,312-100%$470.3K———
Neuberger Berman Group LLC
N/A—4,311-4,311-100%$470.2K———
Ameritas Advisory Services, LLC
N/A—4,095-4,095-100%$446.7K———
Proficio Capital Partners LLC
N/A—4,086-4,086-100%$445.7K———
Tiemann Investment Advisors, LLC
N/A—4,067-4,067-100%$443.7K———
Western Wealth Management, LLC
N/A—4,062-4,062-100%$443.0K———
Ausdal Financial Partners, Inc.
N/A—4,034-4,034-100%$439.9K———
Berger Financial Group, Inc
N/A—4,013-4,013-100%$437.7K———
LM Advisors LLC
N/A—3,979-3,979-100%$435.0K———
Axis Wealth Partners, LLC
N/A—3,962-3,962-100%$432.1K———
Caitlin John, LLC
N/A—3,862-3,862-100%$421.2K———
Peregrine Asset Advisers, Inc.
N/A—3,855-3,855-100%$420.5K———
Performance Wealth Partners, LLC
N/A—3,834-3,834-100%$418.2K———
Fiduciary Trust Co
N/A—3,803-3,803-100%$414.8K———
Advisory Alpha, LLC
N/A—3,782-3,782-100%$412.5K———
WealthShield Partners, LLC
N/A—3,726-3,726-100%$406.4K———
Valor Advisors LLC
N/A—3,710-3,710-100%$404.7K———
First Commonwealth Financial Corp
N/A—3,663-3,663-100%$399.5K———
Argent Trust Co
N/A—3,653-3,653-100%$398.4K———
Miller Capital Partners, Inc.
N/A—3,640-3,640-100%$397.0K———
Fort Point Capital Partners LLC
N/A—3,548-3,548-100%$387.0K———
Lakeridge Wealth Management LLC
N/A—3,507-3,507-100%$382.5K———
Garden State Investment Advisory Services LLC
N/A—3,505-3,505-100%$382.2K———
EP Wealth Advisors, LLC
N/A—3,497-3,497-100%$381.4K———
Midwestern Financial, LLC
N/A—3,449-3,449-100%$376.1K———
Investments & Financial Planning, LLC
N/A—3,410-3,410-100%$371.9K———
OneAscent Financial Services LLC
N/A—3,315-3,315-100%$361.6K———
Resurgent Financial Advisors LLC
N/A—3,301-3,301-100%$360.0K———
1ST Source Bank
N/A—3,284-3,284-100%$358.2K———
Dorsey Wright & Associates
N/A—3,148-3,148-100%$343.4K———
Emerald Investment Advisers, LLC
N/A—3,148-3,148-100%$343.4K———
Reliant Investment Partners, LLC
N/A—3,091-3,091-100%$337.1K———
IEQ Capital, LLC
N/A—3,068-3,068-100%$334.7K———
BHK Investment Advisors, LLC
N/A—2,983-2,983-100%$325.3K———
AE Wealth Management LLC
N/A—2,983-2,983-100%$325.3K———
CNB Bank
N/A—2,942-2,942-100%$320.9K———
Camarda Financial Advisors, LLC
N/A—2,917-2,917-100%$318.2K———
RPg Family Wealth Advisory, LLC
N/A—2,905-2,905-100%$316.8K———
NorthRock Partners, LLC
N/A—2,867-2,867-100%$312.7K———
Stonebridge Financial Group, LLC
N/A—2,851-2,851-100%$310.0K———
Summit Wealth Partners, LLC
N/A—2,703-2,703-100%$294.8K———
Evercore Wealth Management, LLC
N/A—2,682-2,682-100%$292.5K———
PFG Investments, LLC
N/A—2,666-2,666-100%$290.8K———
Cerity Partners Retirement Plan Advisors LLC
N/A—2,624-2,624-100%$287.7K———
CVA Family Office, LLC
N/A—2,620-2,620-100%$285.7K———
Transcend Capital Advisors, LLC
N/A—2,591-2,591-100%$282.6K———
Peapack Gladstone Financial Corp
N/A—2,551-2,551-100%$278.0K———
Fourth Dimension Wealth, LLC
N/A—2,498-2,498-100%$272.5K———
BFC Planning, Inc.
N/A—2,490-2,490-100%$271.6K———
Icon Wealth Advisors, LLC
N/A—2,418-2,418-100%$263.7K———
JTC Employer Solutions Trustee Ltd
N/A—2,399-2,399-100%$262.0K———
Federation des caisses Desjardins du Quebec
N/A—2,387-2,387-100%$260.4K———
Palouse Capital Management, Inc.
N/A—2,386-2,386-100%$260.2K———
American Trust
N/A—2,385-2,385-100%$260.2K———
Wick Capital Partners, LLC
N/A—2,353-2,353-100%$256.6K———
Vident Advisory, LLC
N/A—2,352-2,352-100%$256.5K———
Prostatis Group LLC
N/A—2,350-2,350-100%$256.3K———
Empirical Asset Management, LLC
N/A—2,342-2,342-100%$255.4K———
Vermillion & White Wealth Management Group, LLC
N/A—2,260-2,260-100%$246.5K———
Risk Paradigm Group, LLC
N/A—2,225-2,225-100%$242.7K———
Inspire Advisors, LLC
N/A—2,224-2,224-100%$242.5K———
Picton Mahoney Asset Management
N/A—2,220-2,220-100%$242.1K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—2,174-2,174-100%$237.2K———
Northwest Bancshares, Inc.
N/A—2,173-2,173-100%$237.0K———
Angel Oak Capital Advisors, LLC
N/A—2,140-2,140-100%$233.4K———
Redwood Investment Management, LLC
N/A—2,121-2,121-100%$231.0K———
SOA Wealth Advisors, Llc.
N/A—2,121-2,121-100%$231.3K———
Twin Peaks Wealth Advisors, LLC
N/A—2,109-2,109-100%$230.0K———
Davis Wealth Advisors, LLC
N/A—2,074-2,074-100%$226.3K———
Maxele Advisors, LLC
N/A—2,054-2,054-100%$224.0K———
Vista Cima Wealth Management LLC
N/A—2,020-2,020-100%$220.3K———
Rothschild Investment LLC
N/A—2,010-2,010-100%$219.2K———
Fortis Advisors, LLC
N/A—1,975-1,975-100%$215.4K———
Comprehensive Money Management Services LLC
N/A—1,950-1,950-100%$212.7K———
Texas Yale Capital Corp.
N/A—1,949-1,949-100%$212.6K———
Caldwell Sutter Capital, Inc.
N/A—1,926-1,926-100%$210.1K———
RiverGlades Family Offices LLC
N/A—1,926-1,926-100%$210.1K———
Fortis Capital Management LLC
N/A—1,921-1,921-100%$209.5K———
SCS Capital Management LLC
N/A—1,883-1,883-100%$205.4K———
Cardiff Park Advisors, LLC
N/A—1,790-1,790-100%$195.2K———
Imprint Wealth LLC
N/A—1,761-1,761-100%$192.1K———
Continuum Advisory, LLC
N/A—1,669-1,669-100%$182.0K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—1,645-1,645-100%$179.4K———
Quent Capital, LLC
N/A—1,577-1,577-100%$172.0K———
Westfuller Advisors, LLC
N/A—1,553-1,553-100%$169.4K———
Consultiva Wealth Management, Corp.
N/A—1,488-1,488-100%$162.3K———
Templeton & Phillips Capital Management, LLC
N/A—1,416-1,416-100%$154.4K———
Bogart Wealth, LLC
N/A—1,401-1,401-100%$152.8K———
Synergy Investment Management, LLC
N/A—1,392-1,392-100%$148.0K———
Ameriflex Group, Inc.
N/A—1,360-1,360-100%$148.4K———
Ancora Advisors LLCA
N/A—1,345-1,345-100%$146.7K———
Whittier Trust Co
N/A—1,283-1,283-100%$139.4K———
Webster Bank, N. A.
N/A—1,187-1,187-100%$129.5K———
Centaurus Financial, Inc.
N/A—1,147-1,147-100%$125.0K———
Burnham & Co LLC
N/A—1,000-1,000-100%$109.1K———
Vision Retirement, LLC
N/A—997-997-100%$108.7K———
Raffa Wealth Management, LLC
N/A—910-910-100%$99.2K———
Banque Transatlantique SA
N/A—904-904-100%$98.6K———
Johnson Financial Group, Inc.
N/A—900-900-100%$98.2K———
Front Row Advisors LLC
N/A—888-888-100%$94.1K———
FWL Investment Management, LLC
N/A—848-848-100%$92.5K———
Wellington-Altus USA Inc.
N/A—839-839-100%$91.4K———
Whittier Trust Co of Nevada Inc
N/A—800-800-100%$86.3K———
Banque Cantonale Vaudoise
N/A—790-790-100%$86.0K———
Security National Bank of Sioux City Iowa
N/A—739-739-100%$80.6K———
Colonial Trust Co / SC
N/A—733-733-100%$79.9K———
Dogwood Wealth Management LLC
N/A—731-731-100%$79.7K———
N.E.W. Advisory Services LLC
N/A—675-675-100%$73.6K———
MRP Capital Investments, LLC
N/A—650-650-100%$70.9K———
Atlantic Union Bankshares Corp
N/A—622-622-100%$67.8K———
Three Bearings Fiduciary Advisors, Inc.
N/A—548-548-100%$59.8K———
Lavaca Capital LLC
N/A—539-539-100%$58.8K———
Oakmont Advisory Group, LLC
N/A—533-533-100%$58.1K———
Tradewinds, Llc.
N/A—532-532-100%$396.2K———
Ballast Advisors LLC
N/A—450-450-100%$49.1K———
Clear Street Group Inc.
N/A—450-450-100%$49.1K———
Tidemark, LLC
N/A—421-421-100%$45.9K———
Group One Trading LLC
N/A—408-408-100%$44.5K———
Park Place Capital Corp
N/A—380-380-100%$41.4K———
Cohen & Steers, Inc.
N/A—380-380-100%$41———
PlanVest Financial, Inc
N/A—380-380-100%$41.4K———
Mcguire Capital Advisors Inc
N/A—367-367-100%$40.1K———
Game Plan Financial Advisors, LLC
N/A—359-359-100%$39.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—303-303-100%$33.1K———
Medallion Wealth Advisors, LLC
N/A—283-283-100%$30.9K———
Sachetta, LLC
N/A—276-276-100%$30.1K———
TD Capital Management LLC
N/A—240-240-100%$26.2K———
Vanguard Advisers Inc
N/A—222-222-100%$24.3K———
Regatta Research & Money Management
N/A—214-214-100%$23.3K———
Anchor Investment Management, LLC
N/A—213-213-100%$23.2K———
Basepoint Wealth LLC
N/A—203-203-100%$22.2K———
Nalls Sherbakoff Group, LLC
N/A—200-200-100%$21.8K———
Beaird Harris Wealth Management, LLC
N/A—198-198-100%$21.6K———
Walsh & Associates, LLC
N/A—186-186-100%$20.3K———
Crewe Advisors LLC
N/A—162-162-100%$17.7K———
Ameritas Investment Partners, Inc.
N/A—161-161-100%$17.5K———
Bartlett & Co. Wealth Management LLC
N/A—148-148-100%$16.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—145-145-100%$15.8K———
SouthState Bank Corp
N/A—135-135-100%$14.7K———
one8zero8, LLC
N/A—129-129-100%$14.1K———
Morris Financial Concepts, Inc.
N/A—118-118-100%$12.9K———
Nova Wealth Management, Inc.
N/A—115-115-100%$12.5K———
Park Square Financial Group, LLC
N/A—107-107-100%$11.7K———
Measured Wealth Private Client Group, LLC
N/A—103-103-100%$11.2K———
Smithfield Trust Co
N/A—100-100-100%$11.0K———
Punch & Associates Investment Management, Inc.
N/A—96-96-100%$10.5K———
Pinney & Scofield, Inc.
N/A—93-93-100%$10.1K———
Darwin Wealth Management, LLC
N/A—87-87-100%$9.5K———
Strive Financial Group,LLC
N/A—82-82-100%$8.9K———
Atomic Invest LLC
N/A—58-58-100%$6.4K———
FAS Wealth Partners, Inc.
N/A—45-45-100%$4.9K———
NWK Group, Inc.
N/A—41-41-100%$4.5K———
Cbiz Investment Advisory Services, LLC
N/A—39-39-100%$4.3K———
Atlantic Private Wealth, LLC
N/A—37-37-100%$4.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—33-33-100%$3.6K———
SHP Wealth Management
N/A—26-26-100%$2.8K———
Strategic Investment Solutions, Inc.
N/A—26-26-100%$2.8K———
PIN OAK Investment Advisors Inc
N/A—22-22-100%$2———
RED Reef Advisors LLC
N/A—14-14-100%$1.5K———
Private Wealth Asset Management, LLC
N/A—13-13-100%$1.4K———
Meramec Financial Planners, LLC
N/A—11-11-100%$1.2K———
Topsail Wealth Management, LLC
N/A—10-10-100%$1.1K———
Financial Gravity Companies, Inc.
N/A—8-8-100%$873———
Hantz Financial Services, Inc.
N/A—6-6-100%$1———
Dunhill Financial, LLC
N/A—2-2-100%$218———
Showing 1169 of 1169 institutions