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Ishares 1-3 Year Treasury BO (SHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
DECREASED
Shares5,567,427 from 5,600,457
Change-33,030 (-1%)
Value$452.1M (-$7.8M)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares5,547,328 from 4,577,908
Change+969,420 (+21%)
Value$450.4M (+$74.6M)
Filed 2026-10-21
LPL Financial LLC
DECREASED
Shares5,213,158 from 5,477,221
Change-264,063 (-5%)
Value$423.3M (-$26.4M)
Filed 2026-11-06
Rpoa Advisors, Inc.
NEW
Shares3,717,842
Change+3,717,842
Value$301.9M
Filed 2026-10-19
PNC Financial Services Group, Inc.
INCREASED
Shares2,781,253 from 2,766,431
Change+14,822 (+1%)
Value$225.8M (-$1.3M)
Filed 2026-11-06
Truist Financial Corp
INCREASED
Shares2,699,340 from 2,676,009
Change+23,331 (+1%)
Value$219.2M (-$540.7K)
Filed 2026-10-30
AIA Group Ltd
INCREASED
Shares1,520,324 from 1,425,189
Change+95,135 (+7%)
Value$123.5M (+$6.4M)
Filed 2026-10-30
Edge Wealth Management LLC
INCREASED
Shares1,518,562 from 393,457
Change+1,125,105 (+286%)
Value$123.3M (+$91.0M)
Filed 2026-10-13
Citigroup Inc
INCREASED
Shares1,255,835 from 1,133,190
Change+122,645 (+11%)
Value$102.0M (+$8.9M)
Filed 2026-11-04
TFC Financial Management, Inc.
INCREASED
Shares1,152,563 from 1,026,401
Change+126,162 (+12%)
Value$93.6M (+$9.3M)
Filed 2026-10-26
Americana Partners, LLC
INCREASED
Shares1,048,179 from 993,588
Change+54,591 (+5%)
Value$85.1M (+$3.5M)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares953,234 from 814,969
Change+138,265 (+17%)
Value$77.4M (+$10.5M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares935,238 from 459,741
Change+475,497 (+103%)
Value$70.6M (+$37.5M)
Filed 2026-10-13
CWA Asset Management Group, LLC
INCREASED
Shares891,943 from 843,777
Change+48,166 (+6%)
Value$72.4M (+$3.1M)
Filed 2026-10-19
TD Private Client Wealth LLC
DECREASED
Shares803,505 from 818,344
Change-14,839 (-2%)
Value$65.2M (-$1.9M)
Filed 2026-10-28
Beacon Investment Advisory Services, Inc.
INCREASED
Shares777,479 from 775,709
Change+1,770 (+0%)
Value$63.1M (-$562.2K)
Filed 2026-10-13
Atwood & Palmer Inc
INCREASED
Shares766,834 from 732,119
Change+34,715 (+5%)
Value$62.3M (+$2.2M)
Filed 2026-10-08
Fisher Asset Management, LLC
INCREASED
Shares723,453 from 654,407
Change+69,046 (+11%)
Value$58.7M (+$5.0M)
Filed 2026-11-06
Transmarket Holdings LP
NEW
Shares701,232
Change+701,232
Value$56.9M
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares686,599 from 708,259
Change-21,660 (-3%)
Value$55.8M (-$2.4M)
Filed 2026-11-05
GenTrust, LLC
INCREASED
Shares685,447 from 15,055
Change+670,392 (+4453%)
Value$55.7M (+$54.4M)
Filed 2026-11-06
Evergreen Capital Management LLC
DECREASED
Shares661,538 from 727,713
Change-66,175 (-9%)
Value$53.7M (-$6.0M)
Filed 2026-10-23
New Harbor Financial Group, LLC
NEW
Shares575,960
Change+575,960
Value$46.8M
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares544,445 from 575,332
Change-30,887 (-5%)
Value$44.2M (-$3.0M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares513,367 from 468,870
Change+44,497 (+9%)
Value$41.7M (+$3.2M)
Filed 2026-10-08
Keybank National Association
INCREASED
Shares477,559 from 427,389
Change+50,170 (+12%)
Value$38.8M (+$3.7M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares412,000 from 301,092
Change+110,908 (+37%)
Value$33.5K (-$24.7M)
Filed 2026-11-02
Anchor Capital Advisors LLC
DECREASED
Shares397,157 from 400,907
Change-3,750 (-1%)
Value$32.2M (-$669.3K)
Filed 2026-11-05
Ballast, Inc.
INCREASED
Shares381,412 from 245,825
Change+135,587 (+55%)
Value$31.0M (+$10.8M)
Filed 2026-10-20
Barclays PLC
DECREASED
Shares348,683 from 1,053,819
Change-705,136 (-67%)
Value$28.3M (-$58.2M)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED
Shares346,678 from 335,614
Change+11,064 (+3%)
Value$28.1M (+$592.0K)
Filed 2026-11-05
Sigma Planning Corp
INCREASED
Shares335,881 from 320,294
Change+15,587 (+5%)
Value$27.3M (+$974.2K)
Filed 2026-10-23
Financial Consulate, Inc
INCREASED
Shares333,525 from 328,601
Change+4,924 (+2%)
Value$27.1M (+$100.8K)
Filed 2026-10-23
Nixon Peabody Trust Co
INCREASED
Shares317,516 from 299,198
Change+18,318 (+6%)
Value$25.8M (+$1.2M)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares310,015 from 265,473
Change+44,542 (+17%)
Value$25.2M (+$3.4M)
Filed 2026-11-02
CVS Health Corp
INCREASED
Shares300,000 from 258,100
Change+41,900 (+16%)
Value$24.4M (+$3.2M)
Filed 2026-11-05
Barry Investment Advisors, LLC
INCREASED
Shares298,068 from 229,559
Change+68,509 (+30%)
Value$24.2M (+$5.4M)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
INCREASED
Shares286,510 from 261,185
Change+25,325 (+10%)
Value$23.3M (+$1.8M)
Filed 2026-10-13
Global Trust Asset Management, LLC
INCREASED
Shares280,654 from 265,342
Change+15,312 (+6%)
Value$22.8M (+$1.0M)
Filed 2026-10-19
Amundi
DECREASED
Shares267,600 from 669,900
Change-402,300 (-60%)
Value$21.7M (-$33.3M)
Filed 2026-11-06
Ascent Group, LLC
DECREASED
Shares254,460 from 255,546
Change-1,086 (0%)
Value$20.7M (-$320.8K)
Filed 2026-10-30
Aspect Partners, LLC
NEW
Shares245,690
Change+245,690
Value$20.0M
Filed 2026-10-20
Elevate Capital Advisors, LLC
DECREASED
Shares231,557 from 234,728
Change-3,171 (-1%)
Value$18.8M (-$471.1K)
Filed 2026-11-02
Procyon Advisors, LLC
DECREASED
Shares229,178 from 240,948
Change-11,770 (-5%)
Value$18.6M (-$1.2M)
Filed 2026-10-21
Ridgepath Capital Management LLC
DECREASED
Shares227,386 from 244,221
Change-16,835 (-7%)
Value$18.5M (-$1.6M)
Filed 2026-10-29
Creative Planning
INCREASED
Shares225,963 from 134,584
Change+91,379 (+68%)
Value$18.3M (+$7.3M)
Filed 2026-11-02
Portfolio Design Labs, LLC
DECREASED
Shares223,442 from 226,022
Change-2,580 (-1%)
Value$18.1M (-$415.2K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares221,353 from 365,570
Change-144,217 (-39%)
Value$18.0M (-$12.0M)
Filed 2026-11-02
DT Investment Partners, LLC
DECREASED
Shares221,323 from 228,347
Change-7,024 (-3%)
Value$18.0M (-$778.1K)
Filed 2026-10-27
Mader & Shannon Wealth Management, Inc.
DECREASED
Shares217,817 from 252,127
Change-34,310 (-14%)
Value$17.7M (-$3.0M)
Filed 2026-11-02
Vigilare Wealth Management
NEW
Shares214,563
Change+214,563
Value$17.4M
Filed 2026-10-29
Clear Wave Wealth Management LLC
INCREASED
Shares202,512 from 191,530
Change+10,982 (+6%)
Value$16.4M (+$717.5K)
Filed 2026-11-04
Montag A & Associates Inc
DECREASED
Shares200,950 from 210,022
Change-9,072 (-4%)
Value$16.3M (-$927.8K)
Filed 2026-10-29
Insight 2811, Inc.
DECREASED
Shares199,120 from 210,540
Change-11,420 (-5%)
Value$16.2M (-$1.1M)
Filed 2026-11-06
Camden National Bank
INCREASED
Shares197,289 from 183,465
Change+13,824 (+8%)
Value$16.0M (+$955.6K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares189,271 from 171,523
Change+17,748 (+10%)
Value$15.4K (-$14.1M)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares183,969 from 180,492
Change+3,477 (+2%)
Value$14.9M (+$118.1K)
Filed 2026-10-16
Salomon & Ludwin, LLC
INCREASED
Shares183,424 from 178,384
Change+5,040 (+3%)
Value$14.9M (+$295.0K)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
DECREASED
Shares182,474 from 421,143
Change-238,669 (-57%)
Value$14.8M (-$19.8M)
Filed 2026-11-04
Ifrah Financial Services, Inc.
INCREASED
Shares178,449 from 175,417
Change+3,032 (+2%)
Value$14.5M (+$86.6K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares176,560 from 143,663
Change+32,897 (+23%)
Value$14.3M (+$2.5M)
Filed 2026-10-28
Innova Wealth Partners
DECREASED
Shares176,056 from 192,708
Change-16,652 (-9%)
Value$14.3M (-$1.5M)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED
Shares175,023 from 207,508
Change-32,485 (-16%)
Value$14.2M (-$2.8M)
Filed 2026-11-03
Syntax Research, Inc.
INCREASED
Shares167,869 from 153,197
Change+14,672 (+10%)
Value$13.6M (+$1.1M)
Filed 2026-11-04
AdvisorNet Financial, Inc
INCREASED
Shares160,942 from 155,168
Change+5,774 (+4%)
Value$13.1M (+$322.9K)
Filed 2026-10-15
Spectrum Strategic Capital Management, LLC
INCREASED
Shares157,146 from 110,415
Change+46,731 (+42%)
Value$12.8M (+$3.7M)
Filed 2026-10-22
Apella Capital, LLC
INCREASED
Shares152,694 from 35,710
Change+116,984 (+328%)
Value$12.4M (+$9.5M)
Filed 2026-10-08
McKinley Carter Wealth Services, Inc.
DECREASED
Shares150,751 from 155,453
Change-4,702 (-3%)
Value$12.2M (-$523.3K)
Filed 2026-10-16
MBA Advisors LLC
INCREASED
Shares148,878 from 138,014
Change+10,864 (+8%)
Value$12.1M (+$756.6K)
Filed 2026-10-29
Clearstead Advisors, LLC
DECREASED
Shares146,567 from 151,379
Change-4,812 (-3%)
Value$11.9M (-$528.5K)
Filed 2026-11-06
Premier Path Wealth Partners, LLC
INCREASED
Shares143,819 from 108,868
Change+34,951 (+32%)
Value$11.7M (+$2.7M)
Filed 2026-10-16
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares143,242 from 134,335
Change+8,907 (+7%)
Value$11.6M (+$601.0K)
Filed 2026-10-15
Leuthold Group, LLC
DECREASED
Shares142,902 from 149,887
Change-6,985 (-5%)
Value$11.6M (-$703.6K)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares139,437 from 154,574
Change-15,137 (-10%)
Value$11.3M (-$1.4M)
Filed 2026-10-22
Shira Ridge Wealth Management
INCREASED
Shares138,690 from 124,436
Change+14,254 (+11%)
Value$11.3M (+$1.0M)
Filed 2026-10-09
Capital Investment Services of America, Inc.
DECREASED
Shares138,064 from 139,864
Change-1,800 (-1%)
Value$11.2M (-$273.4K)
Filed 2026-11-02
Alamar Capital Management, LLC
INCREASED
Shares137,920 from 109,659
Change+28,261 (+26%)
Value$11.2M (+$2.2M)
Filed 2026-11-02
First Citizens Bank & Trust Co
DECREASED
Shares130,993 from 179,273
Change-48,280 (-27%)
Value$10.6M (-$4.1M)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
DECREASED
Shares128,138 from 222,852
Change-94,714 (-42%)
Value$10.4M (-$7.9M)
Filed 2026-10-16
Little House Capital LLC
INCREASED
Shares127,950 from 118,056
Change+9,894 (+8%)
Value$10.4M (+$696.0K)
Filed 2026-11-06
Parkway Wealth Management Group, LLC
DECREASED
Shares127,095 from 145,456
Change-18,361 (-13%)
Value$10.3M (-$1.6M)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares126,337 from 94,638
Change+31,699 (+34%)
Value$10.3M (+$2.5M)
Filed 2026-10-08
Symmetry Partners, LLC
INCREASED
Shares124,499 from 119,092
Change+5,407 (+5%)
Value$10.1M (+$330.7K)
Filed 2026-10-27
Spire Wealth Management
INCREASED
Shares122,692 from 103,964
Change+18,728 (+18%)
Value$10.0M (+$1.4M)
Filed 2026-10-30
Beacon Wealthcare LLC
INCREASED
Shares122,440 from 105,748
Change+16,692 (+16%)
Value$9.9M (+$1.3M)
Filed 2026-10-02
Lake Hills Wealth Management, LLC
DECREASED
Shares121,755 from 124,748
Change-2,993 (-2%)
Value$9.9M (-$356.6K)
Filed 2026-10-07
LWM Advisors Inc
DECREASED
Shares120,443 from 121,914
Change-1,471 (-1%)
Value$9.8M (-$230.4K)
Filed 2026-10-08
James Investment Research, Inc.
DECREASED
Shares119,274 from 121,900
Change-2,626 (-2%)
Value$9.7M (-$324.2K)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares118,435 from 103,125
Change+15,310 (+15%)
Value$9.6M (+$1.1M)
Filed 2026-11-03
Buttonwood Financial Advisors Inc.
INCREASED
Shares115,788 from 114,361
Change+1,427 (+1%)
Value$9.4M (+$11.8K)
Filed 2026-10-13
Brady Family Wealth, LLC
INCREASED
Shares114,119 from 93,147
Change+20,972 (+23%)
Value$9.3M (+$1.6M)
Filed 2026-11-02
Independent Wealth Advisors LLC
INCREASED
Shares110,063 from 77,563
Change+32,500 (+42%)
Value$8.9M (+$2.6M)
Filed 2026-10-27
Invariant Investment Management
INCREASED
Shares107,818 from 106,994
Change+824 (+1%)
Value$8.7M (-$32.8K)
Filed 2026-10-08
Midwest Heritage Bank, FSB
INCREASED
Shares106,386 from 104,873
Change+1,513 (+1%)
Value$8.6M (+$27.4K)
Filed 2026-10-26
Eley Financial Management, Inc
INCREASED
Shares105,131 from 104,921
Change+210 (+0%)
Value$8.5M (-$78.4K)
Filed 2026-11-03
JFS Wealth Advisors, LLC
DECREASED
Shares104,400 from 108,034
Change-3,634 (-3%)
Value$8.5M (-$393.4K)
Filed 2026-11-03
Integrated Advisors Network LLC
INCREASED
Shares102,382 from 52,972
Change+49,410 (+93%)
Value$8.3M (+$4.0M)
Filed 2026-10-20
Durante & Waters, LLC
DECREASED
Shares100,466 from 100,742
Change-276 (0%)
Value$8.2M (-$114.1K)
Filed 2026-10-28
Cabot Wealth Management Inc
DECREASED
Shares99,708 from 115,086
Change-15,378 (-13%)
Value$8.1M (-$1.4M)
Filed 2026-11-05
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares98,620 from 92,164
Change+6,456 (+7%)
Value$8.0M (+$440.4K)
Filed 2026-10-22
Alterna Wealth Management, Inc
INCREASED
Shares98,169 from 91,691
Change+6,478 (+7%)
Value$8.0M (+$442.6K)
Filed 2026-10-27
Patten & Patten Inc
INCREASED
Shares92,826 from 92,161
Change+665 (+1%)
Value$7.5M (-$29.9K)
Filed 2026-10-26
Angeles Wealth Management, LLC
DECREASED
Shares92,565 from 104,938
Change-12,373 (-12%)
Value$7.5M (-$1.1M)
Filed 2026-10-26
KFA Private Wealth Group, LLC
DECREASED
Shares91,782 from 110,642
Change-18,860 (-17%)
Value$7.5M (-$1.6M)
Filed 2026-10-07
Bison Wealth, LLC
INCREASED
Shares90,230 from 78,905
Change+11,325 (+14%)
Value$7.3M (+$855.3K)
Filed 2026-10-13
Well Done, LLC
INCREASED
Shares90,133 from 74,778
Change+15,355 (+21%)
Value$7.3M (+$1.2M)
Filed 2026-10-20
Boltwood Capital Management
INCREASED
Shares88,031 from 83,420
Change+4,611 (+6%)
Value$7.1M (+$298.5K)
Filed 2026-10-02
Westwood Wealth Management
INCREASED
Shares87,750 from 82,750
Change+5,000 (+6%)
Value$7.1M (+$330.7K)
Filed 2026-10-29
Independent Solutions Wealth Management, LLC
INCREASED
Shares87,434 from 86,498
Change+936 (+1%)
Value$7.1M (-$2.7K)
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares86,931 from 66,578
Change+20,353 (+31%)
Value$7.1M (+$1.6M)
Filed 2026-10-26
Kooman & Associates
INCREASED
Shares86,432 from 82,245
Change+4,187 (+5%)
Value$7.0M (+$265.1K)
Filed 2026-10-21
Money Concepts Capital Corp
DECREASED
Shares84,438 from 90,281
Change-5,843 (-6%)
Value$6.9M (-$556.6K)
Filed 2026-11-06
BayBridge Capital Group, LLC
DECREASED
Shares83,383 from 112,758
Change-29,375 (-26%)
Value$6.8M (-$2.5M)
Filed 2026-10-13
Convergence Financial, LLC
DECREASED
Shares82,841 from 144,708
Change-61,867 (-43%)
Value$6.7M (-$5.2M)
Filed 2026-10-27
Patriot Investment Management Group, Inc.
DECREASED
Shares82,666 from 84,438
Change-1,772 (-2%)
Value$6.7M (-$220.8K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares82,126 from 77,940
Change+4,186 (+5%)
Value$6.7M (+$269.0K)
Filed 2026-11-06
NBT Bank, N.A.
DECREASED
Shares81,709 from 83,433
Change-1,724 (-2%)
Value$6.6M (-$215.9K)
Filed 2026-10-21
Layline Advisors, LLC
DECREASED
Shares81,238 from 87,562
Change-6,324 (-7%)
Value$6.6M (-$593.2K)
Filed 2026-11-02
JGP Wealth Management, LLC
INCREASED
Shares80,998 from 48,915
Change+32,083 (+66%)
Value$6.6M (+$2.6M)
Filed 2026-10-13
Great Lakes Retirement, Inc.
DECREASED
Shares79,300 from 79,934
Change-634 (-1%)
Value$6.4M (-$124.2K)
Filed 2026-10-26
Able Wealth Management LLC
INCREASED
Shares79,131 from 75,736
Change+3,395 (+4%)
Value$6.4M (+$197.3K)
Filed 2026-10-13
Fifth Third Securities, Inc.
DECREASED
Shares77,645 from 89,618
Change-11,973 (-13%)
Value$6.3M (-$1.1M)
Filed 2026-10-21
Perigon Wealth Management, LLC
INCREASED
Shares77,453 from 70,593
Change+6,860 (+10%)
Value$6.3M (+$492.6K)
Filed 2026-10-22
Strategic Blueprint, LLC
INCREASED
Shares76,893 from 73,517
Change+3,376 (+5%)
Value$6.2M (+$207.2K)
Filed 2026-10-22
Fidelity D & D Bancorp Inc
INCREASED
Shares76,506 from 73,724
Change+2,782 (+4%)
Value$6.2M (+$158.8K)
Filed 2026-11-05
Focus Financial Network, Inc.
DECREASED
Shares73,941 from 74,405
Change-464 (-1%)
Value$6.0M (-$105.4K)
Filed 2026-10-14
Semitam Bonam LLC
INCREASED
Shares72,854 from 66,497
Change+6,357 (+10%)
Value$5.9M (+$455.8K)
Filed 2026-10-27
Ameraudi Asset Management, Inc.
INCREASED
Shares72,778 from 67,235
Change+5,543 (+8%)
Value$5.9M (+$388.9K)
Filed 2026-11-05
Crescent Grove Advisors, LLC
DECREASED
Shares72,525 from 73,325
Change-800 (-1%)
Value$5.9M (-$131.7K)
Filed 2026-10-21
SevenBridge Financial Group, LLC
DECREASED
Shares71,424 from 76,053
Change-4,629 (-6%)
Value$5.8M (-$423.5K)
Filed 2026-10-26
Davenport & Co LLC
DECREASED
Shares71,238 from 75,973
Change-4,735 (-6%)
Value$5.8M (-$453.6K)
Filed 2026-10-14
Biltmore Family Office, LLC
INCREASED
Shares70,912 from 67,774
Change+3,138 (+5%)
Value$5.8M (+$193.1K)
Filed 2026-11-03
Koa Wealth Management, LLC
DECREASED
Shares69,769 from 73,075
Change-3,306 (-5%)
Value$5.7M (-$334.9K)
Filed 2026-10-14
Peoples Bank
INCREASED
Shares68,965 from 62,034
Change+6,931 (+11%)
Value$5.6M (+$506.3K)
Filed 2026-10-26
Aries Wealth Management
INCREASED
Shares68,299 from 67,145
Change+1,154 (+2%)
Value$5.5M (+$32.6K)
Filed 2026-10-23
ARS Wealth Advisors Group, LLC
INCREASED
Shares67,225 from 51,477
Change+15,748 (+31%)
Value$5.5M (+$1.2M)
Filed 2026-10-16
Guidance Capital, Inc
DECREASED
Shares66,854 from 67,859
Change-1,005 (-1%)
Value$5.4M (-$118.5K)
Filed 2026-11-03
AlphaCentric Advisors LLC
INCREASED
Shares66,011 from 12,954
Change+53,057 (+410%)
Value$5.4M (+$4.3M)
Filed 2026-11-03
Glenview Trust Co
DECREASED
Shares65,985 from 72,231
Change-6,246 (-9%)
Value$5.4M (-$572.9K)
Filed 2026-10-28
NorthCrest Asset Manangement, LLC
INCREASED
Shares65,719 from 54,967
Change+10,752 (+20%)
Value$5.3M (+$834.0K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares65,541 from 18,404
Change+47,137 (+256%)
Value$5.3M (+$3.8M)
Filed 2026-10-07
MinichMacGregor Wealth Management, LLC
DECREASED
Shares64,025 from 64,091
Change-66 (0%)
Value$5.2M (-$63.7K)
Filed 2026-10-14
Citizens Financial Group Inc
DECREASED
Shares62,234 from 65,587
Change-3,353 (-5%)
Value$5.1M (-$332.0K)
Filed 2026-10-23
Connecticut Wealth Management, LLC
INCREASED
Shares62,171 from 59,867
Change+2,304 (+4%)
Value$5.0M (+$132.6K)
Filed 2026-10-13
Thayer Partners, LLC / MA
DECREASED
Shares61,926 from 71,247
Change-9,321 (-13%)
Value$5.0M (-$821.7K)
Filed 2026-11-06
Oppenheimer Asset Management Inc.
DECREASED
Shares61,779 from 85,172
Change-23,393 (-27%)
Value$5.0M (-$2.0M)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
INCREASED
Shares60,663 from 20,868
Change+39,795 (+191%)
Value$4.9M (+$3.2M)
Filed 2026-10-21
Liberty Atlantic Advisors LLC
INCREASED
Shares60,619 from 52,233
Change+8,386 (+16%)
Value$4.9M (+$633.4K)
Filed 2026-10-14
Greenspring Advisors, LLC
DECREASED
Shares60,107 from 66,108
Change-6,001 (-9%)
Value$4.9M (-$547.4K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares60,081 from 49,976
Change+10,105 (+20%)
Value$4.9M (+$775.0K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares58,364 from 41,324
Change+17,040 (+41%)
Value$4.7M (+$1.3M)
Filed 2026-10-15
Globalt Investments LLC / GA
DECREASED
Shares58,125 from 62,850
Change-4,725 (-8%)
Value$4.7M (-$440.9K)
Filed 2026-10-27
UMB Bank, n.a.
DECREASED
Shares57,410 from 59,914
Change-2,504 (-4%)
Value$4.7M (-$257.8K)
Filed 2026-11-06
Petros Family Wealth, LLC
INCREASED
Shares56,168 from 48,808
Change+7,360 (+15%)
Value$4.6M (+$553.2K)
Filed 2026-10-28
MFA Wealth Services
INCREASED
Shares55,079 from 52,765
Change+2,314 (+4%)
Value$4.5M (+$139.9K)
Filed 2026-10-14
SigFig Wealth Management, LLC
DECREASED
Shares54,867 from 57,713
Change-2,846 (-5%)
Value$4.5M (-$287.0K)
Filed 2026-10-07
Blue Fin Capital, Inc.
INCREASED
Shares54,661 from 51,085
Change+3,576 (+7%)
Value$4.4M (+$243.9K)
Filed 2026-10-28
Eagle Global Advisors LLC
INCREASED
Shares53,789 from 51,609
Change+2,180 (+4%)
Value$4.4M (+$130.1K)
Filed 2026-11-02
Flagship Private Wealth, LLC
INCREASED
Shares53,649 from 52,264
Change+1,385 (+3%)
Value$4.4M (+$64.9K)
Filed 2026-11-05
Israel Discount Bank of New York
INCREASED
Shares53,155 from 25,067
Change+28,088 (+112%)
Value$4.3M (+$2.3M)
Filed 2026-10-14
Balefire, LLC
DECREASED
Shares52,893 from 57,296
Change-4,403 (-8%)
Value$4.3M (-$409.7K)
Filed 2026-10-09
Gemmer Asset Management LLC
INCREASED
Shares52,665 from 52,598
Change+67 (+0%)
Value$4.3M (-$42.4K)
Filed 2026-10-16
LightSquare Wealth Management, LLC
INCREASED
Shares52,521 from 41,360
Change+11,161 (+27%)
Value$4.3M (+$868.6K)
Filed 2026-11-03
Sugar Maple Asset Management, LLC
DECREASED
Shares51,168 from 71,729
Change-20,561 (-29%)
Value$4.2M (-$1.7M)
Filed 2026-10-13
Perennial Advisors, LLC
INCREASED
Shares50,376 from 46,088
Change+4,288 (+9%)
Value$4.1M (+$306.2K)
Filed 2026-10-13
Cambiar Investors LLC
INCREASED
Shares50,371 from 50,119
Change+252 (+1%)
Value$4.1M (-$25.1K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares50,207 from 47,814
Change+2,393 (+5%)
Value$4.1M (+$150.7K)
Filed 2026-11-05
Private Advisory Group LLC
INCREASED
Shares50,178 from 49,173
Change+1,005 (+2%)
Value$4.1M (+$36.9K)
Filed 2026-11-06
Samalin Investment Counsel, LLC
INCREASED
Shares49,405 from 41,406
Change+7,999 (+19%)
Value$4.0M (+$611.8K)
Filed 2026-10-23
Hudock, Inc.
INCREASED
Shares49,261 from 43,860
Change+5,401 (+12%)
Value$4.0M (+$398.6K)
Filed 2026-10-14
PW Nova Financial Services LLC
INCREASED
Shares48,091 from 32,348
Change+15,743 (+49%)
Value$3.9M (+$1.2M)
Filed 2026-10-15
Corecam Pte. Ltd.
UNCHANGED
Shares46,269 from 46,269
Change0 (0%)
Value$3.8M (-$42.1K)
Filed 2026-10-23
Pinion Investment Advisors, LLC
INCREASED
Shares46,149 from 3,571
Change+42,578 (+1192%)
Value$3.7M (+$3.5M)
Filed 2026-11-04
Martin Capital Partners, LLC
INCREASED
Shares45,903 from 45,006
Change+897 (+2%)
Value$3.7M (+$31.9K)
Filed 2026-10-07
Prospera Financial Services Inc
INCREASED
Shares45,879 from 28,472
Change+17,407 (+61%)
Value$3.7M (+$1.4M)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares44,695 from 41,730
Change+2,965 (+7%)
Value$3.6M (+$202.8K)
Filed 2026-10-13
AUA Capital Management, LLC
DECREASED
Shares44,222 from 51,415
Change-7,193 (-14%)
Value$3.6M (-$630.9K)
Filed 2026-10-15
Laurel Wealth Advisors LLC
INCREASED
Shares43,639 from 36,167
Change+7,472 (+21%)
Value$3.5M (+$573.8K)
Filed 2026-10-27
StrongBox Wealth, LLC
DECREASED
Shares43,630 from 182,124
Change-138,494 (-76%)
Value$3.5M (-$11.4M)
Filed 2026-11-02
Westside Investment Management, Inc.
INCREASED
Shares43,516 from 39,014
Change+4,502 (+12%)
Value$3.5M (+$330.0K)
Filed 2026-11-02
Bfsg, LLC
DECREASED
Shares43,032 from 44,095
Change-1,063 (-2%)
Value$3.5M (-$126.5K)
Filed 2026-10-30
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares42,303 from 42,303
Change0 (0%)
Value$3.5M ($0)
Filed 2026-11-03
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares41,949 from 41,394
Change+555 (+1%)
Value$3.4M (+$23.2K)
Filed 2026-10-21
Winch Advisory Services, LLC
INCREASED
Shares41,886 from 41,695
Change+191 (+0%)
Value$3.4M (-$22.5K)
Filed 2026-11-06
Apollon Wealth Management, LLC
INCREASED
Shares41,819 from 9,763
Change+32,056 (+328%)
Value$3.4M (+$2.6M)
Filed 2026-10-23
Verdence Capital Advisors LLC
INCREASED
Shares41,221 from 6,673
Change+34,548 (+518%)
Value$3.3M (+$2.8M)
Filed 2026-10-26
Topel & Distasi Wealth Management, LLC
DECREASED
Shares40,586 from 43,026
Change-2,440 (-6%)
Value$3.3M (-$237.3K)
Filed 2026-11-05
Mascoma Wealth Management LLC
UNCHANGED
Shares40,186 from 40,186
Change0 (0%)
Value$3.3M (-$36.6K)
Filed 2026-10-23
Compass Wealth Management, LLC
DECREASED
Shares39,909 from 46,668
Change-6,759 (-14%)
Value$3.2M (-$591.3K)
Filed 2026-10-30
Discipline Wealth Solutions, LLC
INCREASED
Shares39,791 from 39,560
Change+231 (+1%)
Value$3.2M (-$17.2K)
Filed 2026-10-14
Aspiriant, LLC
DECREASED
Shares39,257 from 42,425
Change-3,168 (-7%)
Value$3.2M (-$295.9K)
Filed 2026-10-16
Compound Planning, Inc.
DECREASED
Shares38,937 from 40,696
Change-1,759 (-4%)
Value$3.2M (-$179.8K)
Filed 2026-11-05
AlphaCore Capital LLC
INCREASED
Shares38,906 from 32,843
Change+6,063 (+18%)
Value$3.2M (+$462.4K)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares38,757 from 35,039
Change+3,718 (+11%)
Value$3.2M (+$305.3K)
Filed 2026-11-06
Wright Wealth LLC
INCREASED
Shares38,738 from 3,092
Change+35,646 (+1153%)
Value$3.1M (+$2.9M)
Filed 2026-10-29
Stephen J. Garry & Associates, LLC
INCREASED
Shares38,600 from 24,793
Change+13,807 (+56%)
Value$3.1M (+$1.1M)
Filed 2026-11-05
HCR Wealth Advisors
INCREASED
Shares38,597 from 37,813
Change+784 (+2%)
Value$3.1M (+$29.3K)
Filed 2026-10-15
Tactive Advisors, LLC
INCREASED
Shares38,348 from 19,703
Change+18,645 (+95%)
Value$3.1M (+$1.5M)
Filed 2026-10-08
Financial Management Network Inc
INCREASED
Shares38,330 from 34,762
Change+3,568 (+10%)
Value$3.1M (+$256.5K)
Filed 2026-10-09
DSG Capital Advisors, LLC
DECREASED
Shares37,760 from 40,015
Change-2,255 (-6%)
Value$3.1M (-$212.3K)
Filed 2026-11-05
Plan Group Financial, LLC
DECREASED
Shares37,516 from 39,402
Change-1,886 (-5%)
Value$3.1M (-$185.3K)
Filed 2026-10-22
Arrow Investment Advisors, LLC
INCREASED
Shares37,297 from 27,311
Change+9,986 (+37%)
Value$3.0M (+$786.0K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
DECREASED
Shares36,978 from 37,894
Change-916 (-2%)
Value$3.0M (-$108.9K)
Filed 2026-10-13
Traphagen Investment Advisors LLC
DECREASED
Shares36,819 from 89,004
Change-52,185 (-59%)
Value$3.0M (-$4.3M)
Filed 2026-10-14
Birch Financial Group, LLC
INCREASED
Shares36,557 from 35,473
Change+1,084 (+3%)
Value$3.0M (+$55.7K)
Filed 2026-10-27
Trilogy Capital Inc.
NEW
Shares36,331
Change+36,331
Value$3.0M
Filed 2026-10-20
RFG Advisory, LLC
DECREASED
Shares36,048 from 36,097
Change-49 (0%)
Value$2.9M (-$36.8K)
Filed 2026-11-03
Community Bank, N.A.
INCREASED
Shares34,882 from 30,669
Change+4,213 (+14%)
Value$2.8M (+$314.2K)
Filed 2026-11-06
Investment House LLC
DECREASED
Shares34,114 from 36,700
Change-2,586 (-7%)
Value$2.8M (-$243.4K)
Filed 2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares33,388 from 23,725
Change+9,663 (+41%)
Value$2.7M (+$763.0K)
Filed 2026-11-03
Beam Wealth Advisors, Inc.
DECREASED
Shares32,529 from 34,744
Change-2,215 (-6%)
Value$2.6M (-$211.5K)
Filed 2026-11-03
Charles Schwab Trust Co
INCREASED
Shares31,818 from 5,038
Change+26,780 (+532%)
Value$2.6M (+$2.2M)
Filed 2026-10-15
Single Point Partners, LLC
DECREASED
Shares31,526 from 32,557
Change-1,031 (-3%)
Value$2.6M (-$113.4K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
UNCHANGED
Shares31,508 from 31,508
Change0 (0%)
Value$2.6M (-$28.7K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
DECREASED
Shares31,338 from 300,808
Change-269,470 (-90%)
Value$2.5M (-$22.2M)
Filed 2026-10-21
Patten Group, Inc.
INCREASED
Shares31,296 from 27,633
Change+3,663 (+13%)
Value$2.5M (+$272.3K)
Filed 2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares30,574 from 29,080
Change+1,494 (+5%)
Value$2.5M (+$94.8K)
Filed 2026-10-22
SFG Wealth Management, Llc.
DECREASED
Shares30,432 from 31,012
Change-580 (-2%)
Value$2.5M (-$75.4K)
Filed 2026-10-23
Noble Family Wealth, LLC
DECREASED
Shares30,369 from 30,491
Change-122 (0%)
Value$2.5M (-$37.7K)
Filed 2026-10-26
Wedbush Securities Inc
DECREASED
Shares29,775 from 32,954
Change-3,179 (-10%)
Value$2.4K (-$2.7M)
Filed 2026-10-22
Integras Partners LLC
INCREASED
Shares29,773 from 27,778
Change+1,995 (+7%)
Value$2.4M (+$136.7K)
Filed 2026-10-30
Private Management Group Inc
DECREASED
Shares29,736 from 30,144
Change-408 (-1%)
Value$2.4M (-$60.6K)
Filed 2026-11-04
Enclave Advisors LLC
INCREASED
Shares29,381 from 20,735
Change+8,646 (+42%)
Value$2.4M (+$683.2K)
Filed 2026-10-14
Ritholtz Wealth Management
INCREASED
Shares29,203 from 25,555
Change+3,648 (+14%)
Value$2.4M (+$273.0K)
Filed 2026-11-05
Chesley Taft & Associates LLC
DECREASED
Shares29,161 from 31,008
Change-1,847 (-6%)
Value$2.4M (-$178.2K)
Filed 2026-10-13
TFB Advisors LLC
INCREASED
Shares28,711 from 22,307
Change+6,404 (+29%)
Value$2.3M (+$499.7K)
Filed 2026-11-02
Welch Group, LLC
DECREASED
Shares28,686 from 28,930
Change-244 (-1%)
Value$2.3M (-$46.1K)
Filed 2026-10-29
SpringVest Wealth Management LLC
DECREASED
Shares28,061 from 33,069
Change-5,008 (-15%)
Value$2.3M (-$436.7K)
Filed 2026-10-27
Archford Capital Strategies, LLC
DECREASED
Shares28,028 from 29,001
Change-973 (-3%)
Value$2.3M (-$105.4K)
Filed 2026-10-19
RMR Wealth Builders
INCREASED
Shares27,944 from 27,942
Change+2 (+0%)
Value$2.3M (-$25.2K)
Filed 2026-10-22
Merit Financial Group, LLC
DECREASED
Shares27,868 from 43,106
Change-15,238 (-35%)
Value$2.3M (-$1.3M)
Filed 2026-11-06
EPG Wealth Management LLC
DECREASED
Shares27,862 from 28,016
Change-154 (-1%)
Value$2.3M (-$38.0K)
Filed 2026-11-03
Realta Investment Advisors
INCREASED
Shares27,473 from 26,483
Change+990 (+4%)
Value$2.2M (+$56.3K)
Filed 2026-10-14
VestGen Advisors, LLC
DECREASED
Shares27,453 from 55,712
Change-28,259 (-51%)
Value$2.2M (-$2.3M)
Filed 2026-10-27
StoneX Group Inc.
INCREASED
Shares27,260 from 23,266
Change+3,994 (+17%)
Value$2.2M (+$303.1K)
Filed 2026-11-03
United Community Bank
DECREASED
Shares27,230 from 32,635
Change-5,405 (-17%)
Value$2.2M (-$468.6K)
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares27,166 from 26,647
Change+519 (+2%)
Value$2.2M (+$17.9K)
Filed 2026-10-28
Family Wealth Partners, LLC
INCREASED
Shares27,101 from 27,061
Change+40 (+0%)
Value$2.2M (-$21.3K)
Filed 2026-10-20
Wealthcare Capital Management LLC
UNCHANGED
Shares26,964 from 26,964
Change0 (0%)
Value$2.2M (-$24.5K)
Filed 2026-10-21
Choreo, LLC
INCREASED
Shares26,914 from 21,042
Change+5,872 (+28%)
Value$2.2M (+$457.7K)
Filed 2026-10-28
Howard Capital Management, LLC
DECREASED
Shares26,882 from 29,186
Change-2,304 (-8%)
Value$2.2M (-$213.6K)
Filed 2026-10-16
Cahaba Wealth Management, Inc.
INCREASED
Shares26,794 from 25,916
Change+878 (+3%)
Value$2.2M (+$47.7K)
Filed 2026-10-26
Laurel OAK Wealth Management, LLC
INCREASED
Shares26,578 from 23,306
Change+3,272 (+14%)
Value$2.2M (+$244.5K)
Filed 2026-10-19
Diversify Wealth Management, LLC
INCREASED
Shares26,571 from 20,283
Change+6,288 (+31%)
Value$2.2M (+$499.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares26,571 from 20,283
Change+6,288 (+31%)
Value$2.2M (+$499.4K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED
Shares26,556 from 8,855
Change+17,701 (+200%)
Value$2.2M (+$1.4M)
Filed 2026-10-16
Essential Planning, Llc.
DECREASED
Shares26,504 from 33,346
Change-6,842 (-21%)
Value$2.2M (-$585.9K)
Filed 2026-10-21
Midwest Trust Co
INCREASED
Shares26,388 from 20,617
Change+5,771 (+28%)
Value$2.1M (+$449.8K)
Filed 2026-10-22
Auxano Advisors, LLC
INCREASED
Shares26,122 from 17,938
Change+8,184 (+46%)
Value$2.1M (+$648.2K)
Filed 2026-11-06
Shrier Wealth Management, LLC
INCREASED
Shares26,096 from 25,876
Change+220 (+1%)
Value$2.1M (-$5.7K)
Filed 2026-10-20
Whitcomb & Hess, Inc.
INCREASED
Shares26,033 from 24,189
Change+1,844 (+8%)
Value$2.1M (+$127.7K)
Filed 2026-10-07
NTV Asset Management LLC
INCREASED
Shares25,967 from 25,838
Change+129 (+1%)
Value$2.1M (-$13.0K)
Filed 2026-10-23
United Asset Strategies, Inc.
INCREASED
Shares25,891 from 25,642
Change+249 (+1%)
Value$2.1M (-$3.1K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares25,459 from 19,202
Change+6,257 (+33%)
Value$2.1M (+$489.5K)
Filed 2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED
Shares25,227 from 28,719
Change-3,492 (-12%)
Value$2.0M (-$309.7K)
Filed 2026-10-23
J. Safra Sarasin Holding AG
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$2.0M (-$22.8K)
Filed 2026-10-26
International Private Wealth Advisors LLC
INCREASED
Shares24,928 from 10,730
Change+14,198 (+132%)
Value$2.0M (+$1.1M)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares24,604 from 12,898
Change+11,706 (+91%)
Value$2.0M (+$938.8K)
Filed 2026-10-27
Lodestar Private Asset Management LLC
INCREASED
Shares24,527 from 18,147
Change+6,380 (+35%)
Value$2.0M (+$501.6K)
Filed 2026-10-26
Cooper Financial Group
INCREASED
Shares24,439 from 23,448
Change+991 (+4%)
Value$2.0M (+$59.1K)
Filed 2026-10-07
Penobscot Investment Management Company, Inc.
DECREASED
Shares24,275 from 25,425
Change-1,150 (-5%)
Value$2.0M (-$116.5K)
Filed 2026-10-26
Midwest Professional Planners, Ltd.
DECREASED
Shares23,979 from 24,634
Change-655 (-3%)
Value$1.9M (-$75.6K)
Filed 2026-10-29
LFA - Lugano Financial Advisors SA
DECREASED
Shares23,727 from 25,214
Change-1,487 (-6%)
Value$1.9M (-$143.7K)
Filed 2026-11-03
Camelot Technology Advisors, Inc.
INCREASED
Shares23,555 from 21,394
Change+2,161 (+10%)
Value$1.9M (+$156.0K)
Filed 2026-10-09
Shepherd Financial Partners LLC
INCREASED
Shares23,496 from 23,065
Change+431 (+2%)
Value$1.9M (+$14.0K)
Filed 2026-11-03
Financial Harvest, LLC
DECREASED
Shares23,394 from 24,168
Change-774 (-3%)
Value$1.9M (-$84.9K)
Filed 2026-10-15
Norris Perne & French LLP
INCREASED
Shares23,378 from 22,490
Change+888 (+4%)
Value$1.9M (+$51.6K)
Filed 2026-10-23
West Paces Advisors Inc.
INCREASED
Shares23,363 from 14,486
Change+8,877 (+61%)
Value$1.9M (+$707.6K)
Filed 2026-10-13
TriaGen Wealth Management LLC
INCREASED
Shares23,041 from 21,592
Change+1,449 (+7%)
Value$1.9M (+$98.0K)
Filed 2026-10-14
Towercrest Capital Management
INCREASED
Shares22,937 from 21,993
Change+944 (+4%)
Value$1.9M (+$56.7K)
Filed 2026-10-23
Valmark Advisers, Inc.
DECREASED
Shares22,548 from 23,056
Change-508 (-2%)
Value$1.8M (-$62.3K)
Filed 2026-11-06
Woodard & Co Asset Management Group Inc
INCREASED
Shares22,530 from 12,390
Change+10,140 (+82%)
Value$1.8M (+$812.1K)
Filed 2026-11-03
Councilor Wealth, LLC
DECREASED
Shares22,436 from 23,212
Change-776 (-3%)
Value$1.8M (-$84.2K)
Filed 2026-10-09
Founders Grove Wealth Partners, LLC
DECREASED
Shares22,096 from 23,404
Change-1,308 (-6%)
Value$1.8M (-$127.5K)
Filed 2026-10-16
Argyle Capital Partners, LLC
DECREASED
Shares22,067 from 27,675
Change-5,608 (-20%)
Value$1.8M (-$480.5K)
Filed 2026-10-23
Milestones Private Investment Advisors LLC
INCREASED
Shares22,062 from 21,212
Change+850 (+4%)
Value$1.8M (+$49.7K)
Filed 2026-10-19
First Horizon Corp
INCREASED
Shares21,863 from 21,564
Change+299 (+1%)
Value$1.8M (+$4.7K)
Filed 2026-10-26
MV Capital Management, Inc.
DECREASED
Shares21,582 from 25,160
Change-3,578 (-14%)
Value$1.8M (-$313.4K)
Filed 2026-10-29
Kelleher Financial Advisors
DECREASED
Shares21,561 from 90,436
Change-68,875 (-76%)
Value$1.8M (-$5.7M)
Filed 2026-10-30
Redhawk Wealth Advisors, Inc.
INCREASED
Shares21,545 from 21,353
Change+192 (+1%)
Value$1.7M (-$3.9K)
Filed 2026-10-14
Integrity Alliance, Llc.
DECREASED
Shares21,412 from 26,160
Change-4,748 (-18%)
Value$1.7M (-$409.4K)
Filed 2026-10-29
Tuttle Capital Management, LLC
INCREASED
Shares21,200 from 9,200
Change+12,000 (+130%)
Value$1.7M (+$966.0K)
Filed 2026-10-21
HB Wealth Management, LLC
DECREASED
Shares21,166 from 26,303
Change-5,137 (-20%)
Value$1.7M (-$441.1K)
Filed 2026-10-23
Avior Wealth Management, LLC
DECREASED
Shares21,165 from 21,417
Change-252 (-1%)
Value$1.7M (-$39.9K)
Filed 2026-10-13
Verus Capital Partners, LLC
DECREASED
Shares21,047 from 22,223
Change-1,176 (-5%)
Value$1.7M (-$115.6K)
Filed 2026-11-03
Titleist Asset Management, LLC
INCREASED
Shares21,017 from 12,058
Change+8,959 (+74%)
Value$1.7M (+$716.5K)
Filed 2026-10-08
Investment Research Partners LLC
DECREASED
Shares20,950 from 40,764
Change-19,814 (-49%)
Value$1.7M (-$1.6M)
Filed 2026-10-19
William Howard & Co Financial Advisors Inc
INCREASED
Shares20,562 from 20,523
Change+39 (+0%)
Value$1.7M (-$15.5K)
Filed 2026-11-04
Mcdonald Partners LLC
INCREASED
Shares20,467 from 19,747
Change+720 (+4%)
Value$1.7M (+$40.5K)
Filed 2026-11-03
Deutsche Bank Ag\
INCREASED
Shares20,450 from 12,138
Change+8,312 (+68%)
Value$1.7M (+$663.9K)
Filed 2026-11-06
TD Waterhouse Canada Inc.
INCREASED
Shares20,379 from 19,766
Change+613 (+3%)
Value$1.7M (+$34.9K)
Filed 2026-10-16
Ndwm LLC
INCREASED
Shares20,299 from 18,454
Change+1,845 (+10%)
Value$1.6M (+$133.0K)
Filed 2026-11-05
Bucket List Wealth Management, LLC
DECREASED
Shares20,228 from 21,020
Change-792 (-4%)
Value$1.6M (-$83.4K)
Filed 2026-10-22
Goelzer Investment Management, Inc.
NEW
Shares19,619
Change+19,619
Value$1.6M
Filed 2026-10-16
Pacific Park Financial, Inc.
INCREASED
Shares19,609 from 17,505
Change+2,104 (+12%)
Value$1.6M (+$154.9K)
Filed 2026-10-13
Stonebridge Financial Group, LLC
DECREASED
Shares19,571 from 20,245
Change-674 (-3%)
Value$1.6M (-$73.2K)
Filed 2026-10-01
Objective Capital Management, LLC
INCREASED
Shares19,494 from 16,655
Change+2,839 (+17%)
Value$1.6M (+$215.4K)
Filed 2026-10-13
Quadrant Capital Group LLC
DECREASED
Shares19,339 from 33,491
Change-14,152 (-42%)
Value$1.6M (-$1.2M)
Filed 2026-10-20
Allstreet Capital Advisors LLC
DECREASED
Shares19,226 from 19,874
Change-648 (-3%)
Value$1.6M (-$70.6K)
Filed 2026-11-04
Ted Buchan & Co
DECREASED
Shares19,179 from 23,480
Change-4,301 (-18%)
Value$1.6M (-$370.6K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares19,108 from 22,756
Change-3,648 (-16%)
Value$1.6M (-$316.9K)
Filed 2026-10-26
Waystone Advisors LLC
DECREASED
Shares18,884 from 19,235
Change-351 (-2%)
Value$1.6M (-$28.8K)
Filed 2026-10-16
OpenArc Corporate Advisory, LLC
NEW
Shares18,873
Change+18,873
Value$1.5M
Filed 2026-10-21
Robinson Value Management, Ltd.
INCREASED
Shares18,860 from 16,379
Change+2,481 (+15%)
Value$1.5M (+$186.6K)
Filed 2026-10-20
Trek Financial, LLC
DECREASED
Shares18,770 from 30,162
Change-11,392 (-38%)
Value$1.5M (-$952.4K)
Filed 2026-10-29
Vise Technologies, Inc.
DECREASED
Shares18,599 from 25,140
Change-6,541 (-26%)
Value$1.5M (-$554.0K)
Filed 2026-10-29
Legacy Wealth Partners, LLC
INCREASED
Shares18,421 from 17,105
Change+1,316 (+8%)
Value$1.5M (+$91.3K)
Filed 2026-10-15
Formidable Asset Management, LLC
INCREASED
Shares18,276 from 18,076
Change+200 (+1%)
Value$1.5M (+$8.1K)
Filed 2026-11-03
Buska Wealth Management, LLC
INCREASED
Shares17,722 from 12,909
Change+4,813 (+37%)
Value$1.4M (+$379.1K)
Filed 2026-10-08
Freestate Advisors LLC
DECREASED
Shares17,592 from 18,001
Change-409 (-2%)
Value$1.4M (-$49.6K)
Filed 2026-10-09
Park Edge Advisors, LLC
DECREASED
Shares17,566 from 37,763
Change-20,197 (-53%)
Value$1.4M (-$1.7M)
Filed 2026-10-28
Chemistry Wealth Management LLC
UNCHANGED
Shares17,395 from 17,395
Change0 (0%)
Value$1.4M (-$15.8K)
Filed 2026-10-16
Prairie Advisory, LLC
INCREASED
Shares17,192 from 4,327
Change+12,865 (+297%)
Value$1.4M (+$1.0M)
Filed 2026-10-19
Vestor Capital, LLC
NEW
Shares16,869
Change+16,869
Value$9.1K
Filed 2026-11-04
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares16,741 from 17,560
Change-819 (-5%)
Value$1.4M (-$82.5K)
Filed 2026-10-16
Wlth Capital Management, LLC
DECREASED
Shares16,705 from 18,588
Change-1,883 (-10%)
Value$1.4M (-$169.8K)
Filed 2026-10-20
Meridian Wealth Management, LLC
INCREASED
Shares16,684 from 10,061
Change+6,623 (+66%)
Value$1.4M (+$528.6K)
Filed 2026-11-05
Mullooly Asset Management, Inc.
INCREASED
Shares16,459 from 15,609
Change+850 (+5%)
Value$1.3M (+$54.9K)
Filed 2026-10-30
Asset One Wealth Management LLC
INCREASED
Shares16,246 from 11,116
Change+5,130 (+46%)
Value$1.3M (+$407.7K)
Filed 2026-11-02
Independent Wealth Network Inc.
DECREASED
Shares16,106 from 16,400
Change-294 (-2%)
Value$1.3M (-$38.8K)
Filed 2026-10-19
Nvwm, LLC
DECREASED
Shares15,968 from 18,572
Change-2,604 (-14%)
Value$1.3M (-$228.3K)
Filed 2026-10-14
TrustWell Financial Advisors, LLC
INCREASED
Shares15,852 from 14,303
Change+1,549 (+11%)
Value$1.3M (+$112.7K)
Filed 2026-10-15
Canandaigua National Trust Co of Florida
NEW
Shares15,806
Change+15,806
Value$1.3M
Filed 2026-10-07
Stronghold Wealth Management L.L.C.
DECREASED
Shares15,793 from 16,053
Change-260 (-2%)
Value$1.3M (-$35.7K)
Filed 2026-10-16
Strategy Asset Managers LLC
INCREASED
Shares15,669 from 13,610
Change+2,059 (+15%)
Value$1.3M (+$154.8K)
Filed 2026-10-14
True Private Wealth Advisors
DECREASED
Shares15,517 from 16,031
Change-514 (-3%)
Value$1.3M (-$56.2K)
Filed 2026-10-19
Rockland Trust Co
DECREASED
Shares15,459 from 15,791
Change-332 (-2%)
Value$1.3M (-$41.3K)
Filed 2026-10-05
Summa Corp.
DECREASED
Shares15,394 from 15,714
Change-320 (-2%)
Value$1.2M (-$40.3K)
Filed 2026-10-30
4J Wealth Management LLC
DECREASED
Shares15,377 from 19,521
Change-4,144 (-21%)
Value$1.2M (-$354.2K)
Filed 2026-11-02
King Luther Capital Management Corp
UNCHANGED
Shares14,935 from 14,935
Change0 (0%)
Value$1.2M (-$13.6K)
Filed 2026-11-05
Ascentis Independent Advisors
INCREASED
Shares14,791 from 778
Change+14,013 (+1801%)
Value$1.2M (+$1.1M)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares14,774 from 6,101
Change+8,673 (+142%)
Value$1.2M (+$698.7K)
Filed 2026-11-02
Finer Wealth Management, Inc.
DECREASED
Shares14,712 from 14,809
Change-97 (-1%)
Value$1.2M (-$21.4K)
Filed 2026-10-16
Warner Financial, Inc
INCREASED
Shares14,475 from 14,113
Change+362 (+3%)
Value$1.2M (+$16.6K)
Filed 2026-11-06
WBH Advisory Inc
INCREASED
Shares14,364 from 9,023
Change+5,341 (+59%)
Value$1.2M (+$425.5K)
Filed 2026-11-05
Platform Technology Partners
DECREASED
Shares14,286 from 14,386
Change-100 (-1%)
Value$1.2M (-$21.2K)
Filed 2026-11-02
Zega Investments, LLC
DECREASED
Shares14,235 from 14,784
Change-549 (-4%)
Value$1.2M (-$58.0K)
Filed 2026-11-04
L.K. Benson & Company, P.C.
INCREASED
Shares14,164 from 13,993
Change+171 (+1%)
Value$1.2M (+$1.2K)
Filed 2026-10-23
Oliver Luxxe Assets LLC
INCREASED
Shares14,063 from 13,962
Change+101 (+1%)
Value$1.1M (-$4.5K)
Filed 2026-10-14
Chapin Davis, Inc.
INCREASED
Shares14,046 from 13,950
Change+96 (+1%)
Value$1.1M (-$4.8K)
Filed 2026-10-09
Financial Management Professionals, Inc.
DECREASED
Shares14,041 from 14,230
Change-189 (-1%)
Value$1.1M (-$28.3K)
Filed 2026-10-23
Aviance Capital Partners, LLC
NEW
Shares13,909
Change+13,909
Value$1.1M
Filed 2026-10-29
GFS Advisors, LLC
INCREASED
Shares13,786 from 10,936
Change+2,850 (+26%)
Value$1.1M (-$10.8M)
Filed 2026-11-03
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares13,580 from 13,459
Change+121 (+1%)
Value$1.1M (-$2.4K)
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares13,551 from 400
Change+13,151 (+3288%)
Value$1.1M (+$1.1M)
Filed 2026-10-05
Invested Advisors
DECREASED
Shares13,508 from 32,335
Change-18,827 (-58%)
Value$1.1M (-$1.6M)
Filed 2026-10-23
Carnegie Investment Counsel
INCREASED
Shares13,487 from 13,462
Change+25 (+0%)
Value$1.1M (-$10.2K)
Filed 2026-10-20
Evanson Financial, LLC
INCREASED
Shares13,462 from 12,905
Change+557 (+4%)
Value$1.1M (+$33.5K)
Filed 2026-10-23
Acorn Wealth Advisors, LLC
INCREASED
Shares13,385 from 13,023
Change+362 (+3%)
Value$1.1M (+$17.5K)
Filed 2026-10-19
Valpey Financial Services, LLC
DECREASED
Shares13,315 from 13,420
Change-105 (-1%)
Value$1.1M (-$20.8K)
Filed 2026-10-30
Foundry Financial Group, Inc.
DECREASED
Shares13,314 from 14,546
Change-1,232 (-8%)
Value$1.1M (-$113.3K)
Filed 2026-10-28
Cogent Private Wealth, Inc.
UNCHANGED
Shares13,246 from 13,246
Change0 (0%)
Value$1.1M (-$12.1K)
Filed 2026-11-06
Compass Ion Advisors, LLC
INCREASED
Shares13,140 from 13,057
Change+83 (+1%)
Value$1.1M (-$5.2K)
Filed 2026-10-23
Clear Retirement Advice LLC
INCREASED
Shares13,029 from 12,130
Change+899 (+7%)
Value$1.1M (+$62.0K)
Filed 2026-10-22
Cdkv Holdings LLC
INCREASED
Shares12,871 from 12,422
Change+449 (+4%)
Value$1.0M (+$25.1K)
Filed 2026-10-28
Advanced Asset Management Advisors Inc
INCREASED
Shares12,822 from 12,760
Change+62 (+0%)
Value$1.0M (-$6.6K)
Filed 2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares12,615 from 7,115
Change+5,500 (+77%)
Value$1.0M (+$440.1K)
Filed 2026-10-29
Savant Capital, LLC
INCREASED
Shares12,525 from 9,140
Change+3,385 (+37%)
Value$1.0M (+$267.0K)
Filed 2026-11-06
Parsons Capital Management Inc
NEW
Shares12,513
Change+12,513
Value$1.0M
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED
Shares12,320 from 12,922
Change-602 (-5%)
Value$1.0M (-$60.6K)
Filed 2026-11-05
Guardian Partners Inc.
DECREASED
Shares12,212 from 13,634
Change-1,422 (-10%)
Value$991.6K (-$127.9K)
Filed 2026-10-21
DMC Group, LLC
INCREASED
Shares12,208 from 8,080
Change+4,128 (+51%)
Value$991.3K (+$327.8K)
Filed 2026-10-26
MSH Capital Advisors LLC
DECREASED
Shares12,163 from 12,855
Change-692 (-5%)
Value$987.6K (-$67.9K)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares11,993 from 15,918
Change-3,925 (-25%)
Value$973.8K (-$333.2K)
Filed 2026-10-15
AMG National Trust Bank
UNCHANGED
Shares11,953 from 11,953
Change0 (0%)
Value$970.6K (-$10.9K)
Filed 2026-11-05
Calamos Wealth Management LLC
UNCHANGED
Shares11,768 from 11,768
Change0 (0%)
Value$955.6K (-$10.7K)
Filed 2026-11-02
Accurate Wealth Management, LLC
NEW
Shares11,733
Change+11,733
Value$952.6K
Filed 2026-10-20
Clientfirst Wealth Management, LLC
UNCHANGED
Shares11,689 from 11,689
Change0 (0%)
Value$949.1K (-$10.6K)
Filed 2026-11-04
Journey Advisory Group, LLC
UNCHANGED
Shares11,600 from 11,600
Change0 (0%)
Value$941.9K (-$10.6K)
Filed 2026-11-04
Capital Investment Advisors, LLC
DECREASED
Shares11,467 from 11,797
Change-330 (-3%)
Value$931.1K (-$37.5K)
Filed 2026-10-22
RDA Financial Network
DECREASED
Shares11,449 from 13,111
Change-1,662 (-13%)
Value$929.6K (-$146.9K)
Filed 2026-10-15
Mariner Investment Group LLC
DECREASED
Shares11,444 from 101,199
Change-89,755 (-89%)
Value$929.3K (-$7.4M)
Filed 2026-11-04
Simplicity Wealth,LLC
DECREASED
Shares11,415 from 25,196
Change-13,781 (-55%)
Value$926.9K (-$1.1M)
Filed 2026-10-23
Tillman Hartley LLC
DECREASED
Shares11,327 from 28,140
Change-16,813 (-60%)
Value$919.8K (-$1.4M)
Filed 2026-11-06
Signal Advisors Wealth, LLC
INCREASED
Shares11,273 from 9,312
Change+1,961 (+21%)
Value$915.4K (+$150.8K)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
INCREASED
Shares11,179 from 11,164
Change+15 (+0%)
Value$907.7K (-$8.9K)
Filed 2026-10-26
San Luis Wealth Advisors LLC
INCREASED
Shares11,142 from 8,974
Change+2,168 (+24%)
Value$904.7K (+$167.9K)
Filed 2026-10-27
MBL Wealth, LLC
DECREASED
Shares11,018 from 213,461
Change-202,443 (-95%)
Value$894.7K (-$16.6M)
Filed 2026-10-22
Regions Financial Corp
DECREASED
Shares10,961 from 11,389
Change-428 (-4%)
Value$890.0K (-$45.1K)
Filed 2026-11-05
Graetz Wealth LLC
INCREASED
Shares10,948 from 10,838
Change+110 (+1%)
Value$889.0K (-$928)
Filed 2026-10-27
Daymark Wealth Partners, LLC
INCREASED
Shares10,897 from 10,893
Change+4 (+0%)
Value$884.8K (-$9.6K)
Filed 2026-11-04
Blue Capital, Inc.
DECREASED
Shares10,762 from 38,944
Change-28,182 (-72%)
Value$873.9K (-$2.3M)
Filed 2026-10-13
Wealth Advisory Solutions, LLC
DECREASED
Shares10,746 from 10,768
Change-22 (0%)
Value$872.6K (-$11.6K)
Filed 2026-10-20
Personal CFO Solutions, LLC
INCREASED
Shares10,742 from 8,339
Change+2,403 (+29%)
Value$872.3K (+$187.5K)
Filed 2026-11-06
Freedom Day Solutions, LLC
NEW
Shares10,722
Change+10,722
Value$870.6K
Filed 2026-10-20
Vicus Capital
DECREASED
Shares10,698 from 10,754
Change-56 (-1%)
Value$868.7K (-$14.3K)
Filed 2026-11-05
Alhambra Investment Management LLC
INCREASED
Shares10,660 from 10,155
Change+505 (+5%)
Value$865.6K (+$31.8K)
Filed 2026-10-15
Canvas Wealth Advisors, LLC
NEW
Shares10,600
Change+10,600
Value$864.7K
Filed 2026-11-02
Simon Quick Advisors, LLC
DECREASED
Shares10,545 from 10,576
Change-31 (0%)
Value$856.3K (-$12.1K)
Filed 2026-10-26
Alliance Wealth Management Group
INCREASED
Shares10,393 from 10,253
Change+140 (+1%)
Value$843.9K (+$2.0K)
Filed 2026-10-29
Hunter Associates Investment Management LLC
UNCHANGED
Shares10,117 from 10,117
Change0 (0%)
Value$822 (-$829.2K)
Filed 2026-10-26
Northcape Wealth Management, LLC
INCREASED
Shares10,089 from 8,262
Change+1,827 (+22%)
Value$819.2K (+$140.8K)
Filed 2026-11-04
XY Planning Network, Inc.
INCREASED
Shares10,040 from 9,862
Change+178 (+2%)
Value$815.2K (+$5.5K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares10,030 from 6,108
Change+3,922 (+64%)
Value$814.4K (+$312.9K)
Filed 2026-11-05
Maseco LLP
INCREASED
Shares9,977 from 7,885
Change+2,092 (+27%)
Value$810.2K (+$162.8K)
Filed 2026-10-27
SeaCrest Wealth Management, LLC
DECREASED
Shares9,877 from 10,290
Change-413 (-4%)
Value$802.0K (-$42.9K)
Filed 2026-10-21
Root Financial Partners, LLC
DECREASED
Shares9,761 from 11,103
Change-1,342 (-12%)
Value$792.6K (-$119.1K)
Filed 2026-10-21
Amarillo National Bank
INCREASED
Shares9,699 from 9,604
Change+95 (+1%)
Value$787.6K (-$1.0K)
Filed 2026-10-23
Lee Financial Co
INCREASED
Shares9,661 from 9,045
Change+616 (+7%)
Value$784.5K (+$41.8K)
Filed 2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares9,622 from 7,843
Change+1,779 (+23%)
Value$781.3K (+$137.3K)
Filed 2026-10-15
CX Institutional
DECREASED
Shares9,555 from 894,736
Change-885,181 (-99%)
Value$776 (-$72.7K)
Filed 2026-10-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares9,436 from 9,436
Change0 (0%)
Value$766.2K (-$8.6K)
Filed 2026-10-27
Barrett & Company, Inc.
INCREASED
Shares9,349 from 9,323
Change+26 (+0%)
Value$759.1K (-$6.4K)
Filed 2026-10-22
Financial Perspectives, Inc
NEW
Shares9,329
Change+9,329
Value$757.5K
Filed 2026-11-03
Moneco Advisors, LLC
DECREASED
Shares9,284 from 9,539
Change-255 (-3%)
Value$753.9K (-$29.3K)
Filed 2026-11-05
Independence Financial Advisors, LLC
DECREASED
Shares9,256 from 12,245
Change-2,989 (-24%)
Value$751.6K (-$253.9K)
Filed 2026-10-08
Canopy Partners, LLC
INCREASED
Shares9,211 from 8,499
Change+712 (+8%)
Value$748.0K (+$50.1K)
Filed 2026-10-28
Traynor Capital Management, Inc.
UNCHANGED
Shares9,200 from 9,200
Change0 (0%)
Value$747.0K (-$8.4K)
Filed 2026-10-29
Bond & Devick Financial Network, Inc.
INCREASED
Shares9,162 from 8,674
Change+488 (+6%)
Value$744.0K (+$31.7K)
Filed 2026-10-23
New South Capital Management Inc
UNCHANGED
Shares9,125 from 9,125
Change0 (0%)
Value$741.0K (-$8.3K)
Filed 2026-11-05
Mezzasalma Advisors, LLC
INCREASED
Shares9,101 from 8,525
Change+576 (+7%)
Value$739.0K (+$39.0K)
Filed 2026-10-14
Krilogy Financial LLC
UNCHANGED
Shares9,052 from 9,052
Change0 (0%)
Value$734.8K (-$8.5K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares9,030 from 8,960
Change+70 (+1%)
Value$733.2K (-$2.5K)
Filed 2026-10-23
Benedict Financial Advisors Inc
DECREASED
Shares8,989 from 13,510
Change-4,521 (-33%)
Value$729.9K (-$379.4K)
Filed 2026-10-07
Bright Financial Advisors, Inc.
DECREASED
Shares8,855 from 9,025
Change-170 (-2%)
Value$719.0K (-$22.0K)
Filed 2026-10-23
Fjell Capital, LLC
NEW
Shares8,694
Change+8,694
Value$705.9K
Filed 2026-10-13
Old National Bancorp
UNCHANGED
Shares8,687 from 8,687
Change0 (0%)
Value$705.4K (-$7.9K)
Filed 2026-10-20
Crestwood Advisors Group, LLC
INCREASED
Shares8,612 from 8,354
Change+258 (+3%)
Value$699.3K (+$13.3K)
Filed 2026-10-27
Bingham Private Wealth, LLC
INCREASED
Shares8,603 from 8,406
Change+197 (+2%)
Value$698.6K (+$8.3K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
DECREASED
Shares8,567 from 8,580
Change-13 (0%)
Value$695.7K (-$8.8K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares8,539 from 9,236
Change-697 (-8%)
Value$693.0K (-$65.4K)
Filed 2026-10-30
North Capital, Inc.
INCREASED
Shares8,495 from 7,485
Change+1,010 (+13%)
Value$689.7K (+$75.1K)
Filed 2026-10-16
SkyOak Wealth, LLC
UNCHANGED
Shares8,386 from 8,386
Change0 (0%)
Value$680.9K (-$7.6K)
Filed 2026-10-28
Gouws Capital LLC
UNCHANGED
Shares8,300 from 8,300
Change0 (0%)
Value$674.0K (-$7.6K)
Filed 2026-10-09
Obermeyer Wealth Partners
DECREASED
Shares8,218 from 8,867
Change-649 (-7%)
Value$667.3K (-$60.8K)
Filed 2026-10-21
Pinnacle Associates LTD
INCREASED
Shares8,075 from 7,050
Change+1,025 (+15%)
Value$655.7K (+$76.8K)
Filed 2026-10-20
Factor Wealth Management LTD
DECREASED
Shares8,052 from 8,856
Change-804 (-9%)
Value$653.8K (-$73.4K)
Filed 2026-10-08
Level Four Advisory Services, LLC
INCREASED
Shares8,013 from 7,944
Change+69 (+1%)
Value$650.7K (-$1.6K)
Filed 2026-11-06
Csenge Advisory Group
INCREASED
Shares7,933 from 5,629
Change+2,304 (+41%)
Value$644.2K (+$182.0K)
Filed 2026-11-04
Peddock Capital Advisors, LLC
INCREASED
Shares7,929 from 6,928
Change+1,001 (+14%)
Value$643.8K (+$74.9K)
Filed 2026-10-16
Burke & Herbert Bank & Trust Co
DECREASED
Shares7,924 from 8,119
Change-195 (-2%)
Value$643.4K (-$23.2K)
Filed 2026-11-02
Beacon Financial Group
DECREASED
Shares7,874 from 8,353
Change-479 (-6%)
Value$639.4K (-$46.5K)
Filed 2026-10-19
Purus Wealth Management, LLC
INCREASED
Shares7,786 from 7,780
Change+6 (+0%)
Value$632.2K (-$6.6K)
Filed 2026-10-15
Element Pointe Advisors, LLC
DECREASED
Shares7,717 from 332,037
Change-324,320 (-98%)
Value$626.6K (-$26.6M)
Filed 2026-10-21
Modera Wealth Management, LLC
UNCHANGED
Shares7,695 from 7,695
Change0 (0%)
Value$624.9K (-$6.9K)
Filed 2026-10-28
Retirement Planning Group, LLC
INCREASED
Shares7,643 from 5,831
Change+1,812 (+31%)
Value$620.6K (+$141.8K)
Filed 2026-10-19
Seed Wealth Management, Inc.
INCREASED
Shares7,575 from 4,200
Change+3,375 (+80%)
Value$615.1K (+$270.2K)
Filed 2026-10-20
Live Oak Private Wealth LLC
UNCHANGED
Shares7,503 from 7,503
Change0 (0%)
Value$609.2K (-$6.8K)
Filed 2026-11-02
SBI Securities Co., Ltd.
DECREASED
Shares7,475 from 14,989
Change-7,514 (-50%)
Value$607.0K (-$623.8K)
Filed 2026-10-22
Avail Investment Partners, LLC
DECREASED
Shares7,442 from 8,429
Change-987 (-12%)
Value$604.3K (-$87.8K)
Filed 2026-10-16
Klingman & Associates, LLC
UNCHANGED
Shares7,438 from 7,438
Change0 (0%)
Value$604.0K (-$6.8K)
Filed 2026-10-20
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares7,430 from 7,462
Change-32 (0%)
Value$603 (-$9)
Filed 2026-10-14
Mccarter Private Wealth Services LLC
INCREASED
Shares7,303 from 5,643
Change+1,660 (+29%)
Value$593.0K (+$129.6K)
Filed 2026-10-22
Pekin Hardy Strauss, Inc.
INCREASED
Shares7,280 from 5,980
Change+1,300 (+22%)
Value$591.1K (+$100.1K)
Filed 2026-11-02
Capital Asset Advisory Services LLC
DECREASED
Shares7,275 from 7,355
Change-80 (-1%)
Value$593.1K (-$10.9K)
Filed 2026-10-30
Diversified Management Inc
UNCHANGED
Shares7,228 from 7,228
Change0 (0%)
Value$586.9K (-$6.6K)
Filed 2026-10-08
Presilium Private Wealth, LLC
DECREASED
Shares7,199 from 12,784
Change-5,585 (-44%)
Value$584.5K (-$465.1K)
Filed 2026-10-26
SeaBridge Investment Advisors LLC
DECREASED
Shares7,191 from 10,699
Change-3,508 (-33%)
Value$583.9K (-$294.6K)
Filed 2026-11-02
180 Wealth Advisors, LLC
DECREASED
Shares7,107 from 7,387
Change-280 (-4%)
Value$577.1K (-$29.5K)
Filed 2026-11-03
Stordahl Capital Management, Inc.
DECREASED
Shares7,081 from 7,557
Change-476 (-6%)
Value$575.0K (-$45.5K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
INCREASED
Shares7,005 from 5,402
Change+1,603 (+30%)
Value$568.8K (+$125.3K)
Filed 2026-10-08
Spectrum Asset Management, Inc. (NB )
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$568.4K (-$6.4K)
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares6,992 from 7,808
Change-816 (-10%)
Value$567.8K (-$73.4K)
Filed 2026-10-08
Burford Brothers, Inc.
NEW
Shares6,709
Change+6,709
Value$544.8K
Filed 2026-10-21
Fort Washington Investment Advisors Inc
UNCHANGED
Shares6,639 from 6,639
Change0 (0%)
Value$539.1K (-$6.0K)
Filed 2026-10-15
Fiduciary Alliance LLC
DECREASED
Shares6,610 from 6,805
Change-195 (-3%)
Value$536.7K (-$22.0K)
Filed 2026-10-13
Acropolis Investment Management, LLC
DECREASED
Shares6,580 from 9,787
Change-3,207 (-33%)
Value$534.3K (-$269.3K)
Filed 2026-10-08
Buckhead Capital Management LLC
DECREASED
Shares6,572 from 6,699
Change-127 (-2%)
Value$533.6K (-$16.4K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares6,489 from 6,609
Change-120 (-2%)
Value$526.9K (-$15.8K)
Filed 2026-10-29
WJ Wealth Management, LLC
DECREASED
Shares6,365 from 7,490
Change-1,125 (-15%)
Value$516.8K (-$98.2K)
Filed 2026-11-03
Northwest Wealth Management, LLC
DECREASED
Shares6,286 from 6,805
Change-519 (-8%)
Value$510.4K (-$48.4K)
Filed 2026-10-30
Jeter Robert S II
NEW
Shares6,230
Change+6,230
Value$505.8K
Filed 2026-10-16
Quattro Financial Advisors LLC
UNCHANGED
Shares6,230 from 6,230
Change0 (0%)
Value$505.9K (-$5.7K)
Filed 2026-10-15
Montecito Bank & Trust
UNCHANGED
Shares6,223 from 6,223
Change0 (0%)
Value$505.3K (-$5.7K)
Filed 2026-10-01
Simplex Trading, LLC
NEW
Shares6,214
Change+6,214
Value$504.6K
Filed 2026-11-04
Portside Wealth Group, LLC
INCREASED
Shares6,196 from 5,166
Change+1,030 (+20%)
Value$503.1K (+$78.9K)
Filed 2026-10-20
Stephens Group Asset Management, LLC
UNCHANGED
Shares6,188 from 6,188
Change0 (0%)
Value$502.5K (-$5.6K)
Filed 2026-10-09
Woodward Diversified Capital, LLC
INCREASED
Shares6,151 from 6,106
Change+45 (+1%)
Value$499.5K (-$1.9K)
Filed 2026-10-21
Pinnacle Wealth Management Group, Inc.
DECREASED
Shares6,016 from 6,116
Change-100 (-2%)
Value$488.5K (-$13.7K)
Filed 2026-10-15
Brickley Wealth Management
INCREASED
Shares5,951 from 5,804
Change+147 (+3%)
Value$483.2K (+$6.7K)
Filed 2026-11-04
Woodmont Investment Counsel LLC
INCREASED
Shares5,945 from 5,917
Change+28 (+0%)
Value$482.7K (-$3.1K)
Filed 2026-10-29
Quadrant Private Wealth Management, LLC
NEW
Shares5,891
Change+5,891
Value$478.3K
Filed 2026-11-04
Trust Co
UNCHANGED
Shares5,856 from 5,856
Change0 (0%)
Value$475.5K (-$5.3K)
Filed 2026-10-09
Klaas Financial Asset Advisors, LLC
DECREASED
Shares5,837 from 7,251
Change-1,414 (-19%)
Value$474.0K (-$121.4K)
Filed 2026-10-19
Biltmore Wealth Management, LLC
INCREASED
Shares5,777 from 5,484
Change+293 (+5%)
Value$469.1K (+$18.8K)
Filed 2026-10-09
Barr E S & Co
UNCHANGED
Shares5,775 from 5,775
Change0 (0%)
Value$468.9K (-$5.3K)
Filed 2026-11-06
Alliance Wealth Advisors, LLC
INCREASED
Shares5,718 from 5,092
Change+626 (+12%)
Value$464.3K (+$46.2K)
Filed 2026-10-28
Bdfs Capital LLC
NEW
Shares5,671
Change+5,671
Value$460.5K
Filed 2026-10-14
HFG Wealth Management, LLC
UNCHANGED
Shares5,649 from 5,649
Change0 (0%)
Value$463.8K ($0)
Filed 2026-10-16
Fonville Wealth Management LLC
INCREASED
Shares5,598 from 5,295
Change+303 (+6%)
Value$454.6K (+$19.8K)
Filed 2026-10-28
Secure Asset Management, LLC
DECREASED
Shares5,560 from 5,675
Change-115 (-2%)
Value$451.5K (-$14.5K)
Filed 2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares5,541 from 5,541
Change0 (0%)
Value$449.9K (-$5.0K)
Filed 2026-10-15
PFG Advisors
DECREASED
Shares5,516 from 5,791
Change-275 (-5%)
Value$447.9K (-$27.6K)
Filed 2026-10-16
GK Wealth Management LLC
INCREASED
Shares5,471 from 4,220
Change+1,251 (+30%)
Value$444.3K (+$97.8K)
Filed 2026-10-09
Inman Jager Wealth Management, LLC
INCREASED
Shares5,462 from 4,871
Change+591 (+12%)
Value$443.5K (+$43.6K)
Filed 2026-11-05
Weaver Consulting Group
DECREASED
Shares5,447 from 5,672
Change-225 (-4%)
Value$442.3K (-$23.4K)
Filed 2026-10-07
Larson Financial Group LLC
DECREASED
Shares5,382 from 11,790
Change-6,408 (-54%)
Value$437.0K (-$531.1K)
Filed 2026-11-05
Raab & Moskowitz Asset Management LLC
DECREASED
Shares5,356 from 5,444
Change-88 (-2%)
Value$434.9K (-$12.1K)
Filed 2026-11-02
Twele Capital Management, Inc.
UNCHANGED
Shares5,356 from 5,356
Change0 (0%)
Value$434.9K (-$4.9K)
Filed 2026-10-13
Certuity, LLC
NEW
Shares5,320
Change+5,320
Value$432.0K
Filed 2026-11-02
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares5,284 from 5,320
Change-36 (-1%)
Value$429.1K (-$7.7K)
Filed 2026-11-04
Intrua Financial, LLC
DECREASED
Shares5,212 from 45,657
Change-40,445 (-89%)
Value$423.2K (-$3.3M)
Filed 2026-10-28
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares5,198 from 5,298
Change-100 (-2%)
Value$422.0K (-$13.0K)
Filed 2026-11-05
Postrock Partners LLC
UNCHANGED
Shares5,192 from 5,192
Change0 (0%)
Value$421.6K (-$4.7K)
Filed 2026-11-02
Victory Financial Group, LLC
INCREASED
Shares5,131 from 3,121
Change+2,010 (+64%)
Value$416.6K (+$160.4K)
Filed 2026-10-27
Range Financial Group LLC
INCREASED
Shares5,097 from 4,790
Change+307 (+6%)
Value$413.8K (+$20.5K)
Filed 2026-10-21
North Star Investment Management Corp.
INCREASED
Shares5,072 from 5,071
Change+1 (+0%)
Value$411.8K (-$4.5K)
Filed 2026-10-27
Kelly Financial Group LLC
DECREASED
Shares5,065 from 5,188
Change-123 (-2%)
Value$411.3K (-$14.7K)
Filed 2026-10-16
Heck Capital Advisors, LLC
DECREASED
Shares5,036 from 114,688
Change-109,652 (-96%)
Value$408.9K (-$9.0M)
Filed 2026-10-14
First Affirmative Financial Network
NEW
Shares5,000
Change+5,000
Value$406.0K
Filed 2026-10-21
Boyd Watterson Asset Management LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$406.0K (-$4.6K)
Filed 2026-11-06
TCP Asset Management, LLC
INCREASED
Shares4,956 from 4,952
Change+4 (+0%)
Value$401.7K (-$4.9K)
Filed 2026-10-14
Epiq Partners, LLC
DECREASED
Shares4,926 from 6,996
Change-2,070 (-30%)
Value$400.0K (-$174.5K)
Filed 2026-10-07
Fiduciary Financial Group, LLC
INCREASED
Shares4,887 from 3,538
Change+1,349 (+38%)
Value$396.8K (+$106.3K)
Filed 2026-10-13
Lantern Wealth Advisors, LLC
NEW
Shares4,881
Change+4,881
Value$396.3K
Filed 2026-10-22
American Institute for Advanced Investment Management, LLP
INCREASED
Shares4,880 from 4,530
Change+350 (+8%)
Value$396.3K (+$24.3K)
Filed 2026-11-03
LEE Danner & Bass Inc
UNCHANGED
Shares4,865 from 4,865
Change0 (0%)
Value$395.0K (-$4.4K)
Filed 2026-10-27
Diversified Trust Co
NEW
Shares4,801
Change+4,801
Value$389.9K
Filed 2026-11-06
Eagle Strategies LLC
INCREASED
Shares4,764 from 4,758
Change+6 (+0%)
Value$386.9K (-$3.8K)
Filed 2026-10-16
TrueWealth Advisors, LLC
UNCHANGED
Shares4,685 from 4,685
Change0 (0%)
Value$380.4K (-$4.3K)
Filed 2026-10-09
Stanley-Laman Group, Ltd.
INCREASED
Shares4,656 from 4,637
Change+19 (+0%)
Value$378.1K (-$2.7K)
Filed 2026-10-20
Resonant Capital Advisors, LLC
UNCHANGED
Shares4,635 from 4,635
Change0 (0%)
Value$376.4K (-$4.2K)
Filed 2026-10-15
Rational Advisors, Inc.
INCREASED
Shares4,620 from 1,463
Change+3,157 (+216%)
Value$375.1K (+$255.0K)
Filed 2026-11-02
Valen Private Capital, LLC
NEW
Shares4,617
Change+4,617
Value$374.9K
Filed 2026-10-23
Sagespring Wealth Partners, LLC
INCREASED
Shares4,582 from 3,781
Change+801 (+21%)
Value$372.1K (+$61.6K)
Filed 2026-10-22
Kesler, Norman & Wride, LLC
INCREASED
Shares4,578 from 4,519
Change+59 (+1%)
Value$371.7K (+$608)
Filed 2026-11-06
M Holdings Securities, Inc.
NEW
Shares4,560
Change+4,560
Value$371.0K
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares4,536 from 4,551
Change-15 (0%)
Value$368.3K (-$5.4K)
Filed 2026-10-20
Banque Pictet & CIE SA
UNCHANGED
Shares4,528 from 4,528
Change0 (0%)
Value$367.7K (-$4.1K)
Filed 2026-10-16
IFC & Insurance Marketing, Inc.
INCREASED
Shares4,510 from 3,739
Change+771 (+21%)
Value$366.2K (+$59.2K)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED
Shares4,458 from 4,484
Change-26 (-1%)
Value$362.0K (-$6.2K)
Filed 2026-10-20
First Community Trust NA
DECREASED
Shares4,457 from 11,760
Change-7,303 (-62%)
Value$361.9K (-$603.7K)
Filed 2026-10-07
Pathway Financial Advisors LLC
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$357.3K (-$3.3K)
Filed 2026-10-07
Whalen Wealth Management Inc.
DECREASED
Shares4,393 from 26,714
Change-22,321 (-84%)
Value$356.7K (-$1.8M)
Filed 2026-10-08
Juno Financial Group LLC
INCREASED
Shares4,380 from 4,341
Change+39 (+1%)
Value$355.7K (-$783)
Filed 2026-10-27
Novem Group
INCREASED
Shares4,374 from 4,338
Change+36 (+1%)
Value$355.2K (-$1.0K)
Filed 2026-10-19
Flagstar Securities, Inc
DECREASED
Shares4,304 from 4,354
Change-50 (-1%)
Value$349.5K (-$8.0K)
Filed 2026-10-15
Columbia Bank
DECREASED
Shares4,237 from 4,809
Change-572 (-12%)
Value$344.0K (-$50.8K)
Filed 2026-10-29
Equity Wealth Partners, LLC
INCREASED
Shares4,223 from 4,171
Change+52 (+1%)
Value$342.9K (+$457)
Filed 2026-10-26
Wernau Asset Management Inc.
UNCHANGED
Shares4,207 from 4,207
Change0 (0%)
Value$341.6K (-$3.8K)
Filed 2026-10-19
Merited Wealth, LLC
DECREASED
Shares4,197 from 6,048
Change-1,851 (-31%)
Value$340.8K (-$155.8K)
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED
Shares4,195 from 4,171
Change+24 (+1%)
Value$340.6K (-$1.8K)
Filed 2026-10-21
Clearstead Trust, LLC
DECREASED
Shares4,193 from 4,197
Change-4 (0%)
Value$340.5K (-$4.1K)
Filed 2026-11-06
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares4,156 from 4,156
Change0 (0%)
Value$337.5K (-$3.8K)
Filed 2026-10-30
Aerodigm Wealth, LLC
NEW
Shares4,146
Change+4,146
Value$336.7K
Filed 2026-10-16
Wealth Effects LLC
INCREASED
Shares4,139 from 4,067
Change+72 (+2%)
Value$336.1K (+$2.1K)
Filed 2026-10-23
Alternative Investment Advisors, Llc.
DECREASED
Shares4,113 from 4,769
Change-656 (-14%)
Value$334.1K (-$57.5K)
Filed 2026-11-03
Washington Trust Bank
NEW
Shares4,088
Change+4,088
Value$331.9K
Filed 2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares4,080 from 3,098
Change+982 (+32%)
Value$331.3K (+$76.9K)
Filed 2026-10-14
Lester Murray Antman dba SimplyRich
NEW
Shares4,060
Change+4,060
Value$329.7K
Filed 2026-11-06
Stapp Wealth Management, Pllc
DECREASED
Shares4,057 from 13,377
Change-9,320 (-70%)
Value$329.4K (-$769.0K)
Filed 2026-10-15
Howard Financial Services, Ltd.
DECREASED
Shares4,008 from 5,650
Change-1,642 (-29%)
Value$325.5K (-$138.5K)
Filed 2026-10-15
New Wave Wealth Advisors LLC
NEW
Shares3,970
Change+3,970
Value$322.3K
Filed 2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED
Shares3,946 from 3,730
Change+216 (+6%)
Value$320.4K (+$14.2K)
Filed 2026-10-26
Harbour Capital Advisors, LLC
INCREASED
Shares3,940 from 3,420
Change+520 (+15%)
Value$319.9K (+$39.9K)
Filed 2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares3,823 from 2,165
Change+1,658 (+77%)
Value$310.4K (+$132.7K)
Filed 2026-10-29
Ascentis Wealth Management, LLC
NEW
Shares3,809
Change+3,809
Value$309.3K
Filed 2026-11-03
BAM Wealth Management, LLC
INCREASED
Shares3,808 from 2,712
Change+1,096 (+40%)
Value$309.2K (+$86.5K)
Filed 2026-10-15
DeDora Capital, Inc.
UNCHANGED
Shares3,779 from 3,779
Change0 (0%)
Value$306.9K (-$3.4K)
Filed 2026-10-26
Avaii Wealth Management, LLC
INCREASED
Shares3,756 from 3,517
Change+239 (+7%)
Value$304.4K (+$15.6K)
Filed 2026-10-09
Castleview Partners, LLC
INCREASED
Shares3,753 from 3,438
Change+315 (+9%)
Value$304.8K (+$22.5K)
Filed 2026-10-09
Tempus Wealth Planning, LLC
UNCHANGED
Shares3,742 from 3,742
Change0 (0%)
Value$303.9K (-$3.4K)
Filed 2026-10-14
Synergy Asset Management, LLC
DECREASED
Shares3,735 from 5,234
Change-1,499 (-29%)
Value$303.3K (-$126.5K)
Filed 2026-11-05
Frankly Finances, LLC
INCREASED
Shares3,720 from 1,920
Change+1,800 (+94%)
Value$302.1K (+$144.4K)
Filed 2026-10-28
Magnus Financial Group LLC
DECREASED
Shares3,712 from 5,334
Change-1,622 (-30%)
Value$301.4K (-$136.5K)
Filed 2026-10-21
LJI Wealth Management, LLC
NEW
Shares3,699
Change+3,699
Value$300.4K
Filed 2026-10-28
FCG Investment Co
NEW
Shares3,684
Change+3,684
Value$299.2K
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares3,677 from 3,622
Change+55 (+2%)
Value$299.6K (+$3.5K)
Filed 2026-10-27
Global View Capital Management LLC
INCREASED
Shares3,639 from 3,353
Change+286 (+9%)
Value$295.5K (+$20.2K)
Filed 2026-10-28
Advisor OS, LLC
DECREASED
Shares3,609 from 3,840
Change-231 (-6%)
Value$293.1K (-$22.2K)
Filed 2026-11-03
TPG Advisors LLC
UNCHANGED
Shares3,607 from 3,607
Change0 (0%)
Value$292.9K (-$3.3K)
Filed 2026-10-16
Net Worth Advisory Group
DECREASED
Shares3,588 from 3,780
Change-192 (-5%)
Value$291.0K (-$19.4K)
Filed 2026-10-20
Core Wealth Partners LLC
DECREASED
Shares3,577 from 4,095
Change-518 (-13%)
Value$290.4K (-$45.8K)
Filed 2026-11-02
Cadinha & Co LLC
INCREASED
Shares3,567 from 3,564
Change+3 (+0%)
Value$289.6K (-$3.0K)
Filed 2026-10-22
ETF Store, Inc.
INCREASED
Shares3,563 from 3,531
Change+32 (+1%)
Value$289.3K (-$637)
Filed 2026-10-19
Values First Advisors, Inc.
DECREASED
Shares3,522 from 6,096
Change-2,574 (-42%)
Value$286.0K (-$214.5K)
Filed 2026-10-23
BridgePort Financial Solutions, LLC
INCREASED
Shares3,522 from 3,361
Change+161 (+5%)
Value$286.0K (+$10.0K)
Filed 2026-11-02
Claro Advisors Inc.
DECREASED
Shares3,497 from 3,647
Change-150 (-4%)
Value$284.0K (-$15.5K)
Filed 2026-11-02
Bluedoor Private Wealth, LLC
DECREASED
Shares3,488 from 4,578
Change-1,090 (-24%)
Value$283.2K (-$92.7K)
Filed 2026-11-05
Insight Advisors, LLC/ PA
NEW
Shares3,458
Change+3,458
Value$280.8K
Filed 2026-10-22
Elmwood Wealth Management, Inc.
UNCHANGED
Shares3,434 from 3,434
Change0 (0%)
Value$278.8K (-$3.1K)
Filed 2026-10-14
Independence Wealth Advisors, LLC
UNCHANGED
Shares3,411 from 3,411
Change0 (0%)
Value$277.0K (-$3.1K)
Filed 2026-10-29
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$276.6K (-$1.9K)
Filed 2026-10-28
Fortem Financial Group, LLC
DECREASED
Shares3,396 from 3,640
Change-244 (-7%)
Value$275.8K (-$23.1K)
Filed 2026-10-20
Arista Wealth Management, LLC
NEW
Shares3,381
Change+3,381
Value$274.5K
Filed 2026-10-29
BAR Harbor Wealth Management
INCREASED
Shares3,368 from 2,868
Change+500 (+17%)
Value$273.5K (+$38.0K)
Filed 2026-10-21
Occidental Asset Management, LLC
DECREASED
Shares3,340 from 3,497
Change-157 (-4%)
Value$271.2K (-$15.9K)
Filed 2026-11-05
Quartz Partners, LLC
DECREASED
Shares3,336 from 3,706
Change-370 (-10%)
Value$270.9K (-$33.4K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
INCREASED
Shares3,296 from 3,275
Change+21 (+1%)
Value$267.6K (-$1.3K)
Filed 2026-11-05
Lyell Wealth Management, LP
INCREASED
Shares3,288 from 3,063
Change+225 (+7%)
Value$267.0K (+$15.5K)
Filed 2026-10-30
Smith Thornton Advisors LLC
UNCHANGED
Shares3,281 from 3,281
Change0 (0%)
Value$266.4K (-$1.9K)
Filed 2026-10-16
Pacific Excel Wealth Advisors, Inc.
NEW
Shares3,279
Change+3,279
Value$266.3K
Filed 2026-10-27
Veracity Capital LLC
INCREASED
Shares3,206 from 3,146
Change+60 (+2%)
Value$260.4K (+$2.0K)
Filed 2026-10-08
Noble Wealth Management PBC
DECREASED
Shares3,199 from 4,149
Change-950 (-23%)
Value$259.8K (-$80.9K)
Filed 2026-10-01
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares3,148 from 3,134
Change+14 (+0%)
Value$255.5K (-$1.5K)
Filed 2026-10-19
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares3,132 from 3,132
Change0 (0%)
Value$254.3K (-$2.9K)
Filed 2026-10-27
Cynosure Group, LLC
UNCHANGED
Shares3,066 from 3,066
Change0 (0%)
Value$249.0K (-$2.8K)
Filed 2026-11-03
Cypress Capital Group
UNCHANGED
Shares3,057 from 3,057
Change0 (0%)
Value$248.2K (-$2.8K)
Filed 2026-11-03
Thrivent Financial for Lutherans
NEW
Shares3,056
Change+3,056
Value$248.0K
Filed 2026-11-05
Acima Private Wealth, LLC
NEW
Shares3,049
Change+3,049
Value$247.6K
Filed 2026-10-05
Powerhouse Assets LLC
INCREASED
Shares3,048 from 3,046
Change+2 (+0%)
Value$247.5K (-$2.6K)
Filed 2026-10-19
Autumn Glory Partners, LLC
UNCHANGED
Shares3,042 from 3,042
Change0 (0%)
Value$247.0K (-$2.8K)
Filed 2026-10-26
Triad Wealth Partners, LLC
DECREASED
Shares3,024 from 5,118
Change-2,094 (-41%)
Value$245.6K (-$172.9K)
Filed 2026-10-26
Avalon Advisory Group
NEW
Shares3,023
Change+3,023
Value$245.5K
Filed 2026-10-20
Arkansas Financial Group, Inc.
INCREASED
Shares3,002 from 2,915
Change+87 (+3%)
Value$243.8K (+$4.4K)
Filed 2026-10-26
Darrow Company, Inc.
DECREASED
Shares2,995 from 3,244
Change-249 (-8%)
Value$243.2K (-$23.2K)
Filed 2026-10-22
Beacon Financial Advisory LLC
DECREASED
Shares2,982 from 3,119
Change-137 (-4%)
Value$242.1K (-$14.0K)
Filed 2026-10-16
International Assets Investment Management, LLC
DECREASED
Shares2,943 from 3,280
Change-337 (-10%)
Value$238.7K (-$29.8K)
Filed 2026-11-02
SWP Financial LLC
DECREASED
Shares2,936 from 2,963
Change-27 (-1%)
Value$238.4K (-$4.9K)
Filed 2026-10-23
Cornerstone Wealth Group, LLC
NEW
Shares2,924
Change+2,924
Value$237.4K
Filed 2026-11-02
Central Pacific Bank - Trust Division
UNCHANGED
Shares2,920 from 2,920
Change0 (0%)
Value$237.1K (-$2.7K)
Filed 2026-10-06
J2 Capital Management Inc
DECREASED
Shares2,919 from 2,970
Change-51 (-2%)
Value$237.0K (-$6.8K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares2,905 from 4,195
Change-1,290 (-31%)
Value$235.9K (-$108.6K)
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED
Shares2,902 from 325
Change+2,577 (+793%)
Value$235.6K (+$209.0K)
Filed 2026-10-27
Dutch Asset Corp
UNCHANGED
Shares2,884 from 2,884
Change0 (0%)
Value$234.3K (-$2.6K)
Filed 2026-10-20
BIP Wealth, LLC
DECREASED
Shares2,878 from 2,907
Change-29 (-1%)
Value$233.7K (-$5.0K)
Filed 2026-10-22
Eastern Bank
INCREASED
Shares2,867 from 267
Change+2,600 (+974%)
Value$232.8K (+$210.9K)
Filed 2026-10-05
Market Street Wealth Management Advisors LLC
INCREASED
Shares2,849 from 2,842
Change+7 (+0%)
Value$231.3K (-$2.0K)
Filed 2026-10-09
Creative Financial Designs Inc
DECREASED
Shares2,825 from 3,582
Change-757 (-21%)
Value$229.4K (-$64.7K)
Filed 2026-11-04
Centurion Wealth Management LLC
INCREASED
Shares2,820 from 2,813
Change+7 (+0%)
Value$229.0K (-$2.0K)
Filed 2026-10-13
Trust Co of Vermont
INCREASED
Shares2,810 from 2,573
Change+237 (+9%)
Value$228.2K (+$16.9K)
Filed 2026-10-21
Pacific Center for Financial Services
DECREASED
Shares2,797 from 4,880
Change-2,083 (-43%)
Value$227.1K (-$173.6K)
Filed 2026-10-15
Riverbend Wealth Management, LLC
NEW
Shares2,778
Change+2,778
Value$225.6K
Filed 2026-10-15
Beverly Hills Private Wealth, LLC
DECREASED
Shares2,754 from 3,014
Change-260 (-9%)
Value$223.6K (-$23.9K)
Filed 2026-11-04
SYM Financial Corp
NEW
Shares2,750
Change+2,750
Value$223.3K
Filed 2026-10-26
SimpliFi, Inc.
INCREASED
Shares2,732 from 2,707
Change+25 (+1%)
Value$221.8K (-$489)
Filed 2026-10-28
One Plus One Wealth Management, LLC
DECREASED
Shares2,703 from 15,043
Change-12,340 (-82%)
Value$219.5K (-$1.0M)
Filed 2026-10-16
R2 Capital Strategies, LLC
DECREASED
Shares2,702 from 2,718
Change-16 (-1%)
Value$219.4K (-$3.7K)
Filed 2026-10-15
Diversified Portfolios, Inc.
DECREASED
Shares2,700 from 5,910
Change-3,210 (-54%)
Value$219.2K (-$266.0K)
Filed 2026-11-04
Blueline Advisors LLC
INCREASED
Shares2,672 from 1,501
Change+1,171 (+78%)
Value$217.0K (+$93.7K)
Filed 2026-10-15
Ergawealth Advisors, Inc.
UNCHANGED
Shares2,671 from 2,671
Change0 (0%)
Value$216.9K (-$2.4K)
Filed 2026-10-21
Vista Investment Partners II, LLC
INCREASED
Shares2,627 from 2,436
Change+191 (+8%)
Value$213.3K (+$13.3K)
Filed 2026-10-15
KPP Advisory Services LLC
NEW
Shares2,618
Change+2,618
Value$212.6K
Filed 2026-10-26
GreatBanc Trust Co
UNCHANGED
Shares2,575 from 2,575
Change0 (0%)
Value$209.1K (-$2.3K)
Filed 2026-11-04
Quadcap Wealth Management, LLC
NEW
Shares2,566
Change+2,566
Value$208.4K
Filed 2026-11-02
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares2,554 from 2,488
Change+66 (+3%)
Value$207.4K (+$3.1K)
Filed 2026-11-03
Hickory Point Bank & Trust
UNCHANGED
Shares2,521 from 2,521
Change0 (0%)
Value$204.7K (-$2.3K)
Filed 2026-10-01
Wesbanco Bank Inc
DECREASED
Shares2,517 from 7,282
Change-4,765 (-65%)
Value$204.4K (-$393.5K)
Filed 2026-11-04
Hummer Financial Advisory Services Inc
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$203.0K (-$2.3K)
Filed 2026-10-09
High Net Worth Advisory Group LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$203.0K (-$2.3K)
Filed 2026-10-26
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares2,470 from 2,470
Change0 (0%)
Value$200.6K (-$2.2K)
Filed 2026-11-06
Redwood Park Advisors LLC
NEW
Shares2,453
Change+2,453
Value$199.2K
Filed 2026-11-02
Covestor Ltd
DECREASED
Shares2,301 from 6,350
Change-4,049 (-64%)
Value$187 (-$520.8K)
Filed 2026-10-30
NBH Bank
INCREASED
Shares2,169 from 2,049
Change+120 (+6%)
Value$176.1K (+$7.9K)
Filed 2026-11-05
Peck Wealth Management, LLC
INCREASED
Shares2,100 from 900
Change+1,200 (+133%)
Value$170.5K (+$96.6K)
Filed 2026-10-29
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares2,072 from 2,072
Change0 (0%)
Value$168.2K (-$1.9K)
Filed 2026-10-19
Triumph Capital Management
INCREASED
Shares2,054 from 1,767
Change+287 (+16%)
Value$166.8K (+$21.7K)
Filed 2026-10-14
Signaturefd, LLC
DECREASED
Shares2,051 from 5,035
Change-2,984 (-59%)
Value$166.5K (-$246.9K)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
INCREASED
Shares2,023 from 1,446
Change+577 (+40%)
Value$164.3K (+$45.5K)
Filed 2026-10-28
GHP Investment Advisors, Inc.
DECREASED
Shares1,992 from 2,132
Change-140 (-7%)
Value$161.8K (-$13.3K)
Filed 2026-10-15
Elyxium Wealth, LLC
NEW
Shares1,730
Change+1,730
Value$140.5K
Filed 2026-10-27
Ameliora Wealth Management Ltd.
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$140.5K (-$1.6K)
Filed 2026-10-23
Compass Financial Management LLC
UNCHANGED
Shares1,612 from 1,612
Change0 (0%)
Value$130.9K (-$1.4K)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
NEW
Shares1,598
Change+1,598
Value$129.8K
Filed 2026-10-30
1620 Investment Advisors, Inc.
DECREASED
Shares1,539 from 1,589
Change-50 (-3%)
Value$125.0K (-$5.5K)
Filed 2026-11-04
Finley Financial, LLC
UNCHANGED
Shares1,535 from 1,535
Change0 (0%)
Value$124.5K (-$1.6K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,427 from 1,427
Change0 (0%)
Value$115.9K (-$1.3K)
Filed 2026-10-23
Rudd Co d/b/a Styre Wealth
NEW
Shares1,398
Change+1,398
Value$113.7K
Filed 2026-10-29
Essential Partners LLC
INCREASED
Shares1,387 from 1,375
Change+12 (+1%)
Value$112.6K (-$247)
Filed 2026-10-14
Horizons Wealth Management
NEW
Shares1,323
Change+1,323
Value$107.4K
Filed 2026-10-05
Tower View Wealth Management LLC
INCREASED
Shares1,255 from 1,244
Change+11 (+1%)
Value$101.9K (-$225)
Filed 2026-10-23
Parkside Financial Bank & Trust
UNCHANGED
Shares1,255 from 1,255
Change0 (0%)
Value$101.9K (-$1.1K)
Filed 2026-10-27
Caldwell Trust Co
UNCHANGED
Shares1,249 from 1,249
Change0 (0%)
Value$101.4K (-$1.1K)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares1,238 from 619
Change+619 (+100%)
Value$100.5K (+$49.7K)
Filed 2026-11-05
Sima Wealth Partners, LLC
DECREASED
Shares1,235 from 1,300
Change-65 (-5%)
Value$100.3K (-$6.5K)
Filed 2026-10-19
Gables Capital Management Inc.
UNCHANGED
Shares1,204 from 1,204
Change0 (0%)
Value$97.8K (-$1.1K)
Filed 2026-11-04
Grove Bank & Trust
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$97.4K (-$1.1K)
Filed 2026-10-08
Centerpoint Advisors, LLC
UNCHANGED
Shares1,169 from 1,169
Change0 (0%)
Value$95.0K (-$1.0K)
Filed 2026-11-05
Tompkins Financial Corp
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$89.3K (-$1.0K)
Filed 2026-10-05
Axiom Investment Management LLC
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$81.3K (-$910)
Filed 2026-11-03
Cape Investment Advisory, Inc.
DECREASED
Shares967 from 2,271
Change-1,304 (-57%)
Value$78.5K (-$108.0K)
Filed 2026-10-13
Flagship Wealth Advisors, LLC
NEW
Shares917
Change+917
Value$74.5K
Filed 2026-11-03
Holos Integrated Wealth LLC
INCREASED
Shares910 from 802
Change+108 (+13%)
Value$74.0K (+$8.3K)
Filed 2026-10-23
Phillips Financial Management, LLC
UNCHANGED
Shares897 from 897
Change0 (0%)
Value$72.8K (-$817)
Filed 2026-10-19
Key Capital Management, Inc
NEW
Shares779
Change+779
Value$63.3K
Filed 2026-11-03
Highline Wealth Partners LLC
DECREASED
Shares717 from 1,165
Change-448 (-38%)
Value$58.2K (-$37.4K)
Filed 2026-10-19
Asset Dedication, LLC
UNCHANGED
Shares657 from 657
Change0 (0%)
Value$53.3K (-$598)
Filed 2026-11-03
Buck Wealth Strategies, LLC
DECREASED
Shares648 from 716
Change-68 (-9%)
Value$52.6K (-$6.1K)
Filed 2026-10-28
Chilton Capital Management LLC
UNCHANGED
Shares640 from 640
Change0 (0%)
Value$52.0K (-$583)
Filed 2026-10-28
Balentine LLC
NEW
Shares615
Change+615
Value$49.9K
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares612
Change+612
Value$49.7K
Filed 2026-10-27
WestEnd Advisors, LLC
NEW
Shares600
Change+600
Value$48.7K
Filed 2026-10-27
IFS Advisors, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$48.7K (-$546)
Filed 2026-10-14
Breakwater Investment Management
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$44.9K (-$503)
Filed 2026-10-20
Union Savings Bank
UNCHANGED
Shares544 from 544
Change0 (0%)
Value$44.2K (-$495)
Filed 2026-10-14
CFG Wealth Management Services, Inc.
NEW
Shares520
Change+520
Value$42.2K
Filed 2026-10-21
SRH Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$40.6K (-$455)
Filed 2026-10-22
Catherine Avery Investment Management LLC
INCREASED
Shares499 from 8
Change+491 (+6138%)
Value$40.5K (+$39.9K)
Filed 2026-10-14
Nvest Wealth Strategies, Inc.
INCREASED
Shares486 from 223
Change+263 (+118%)
Value$39.5K (+$21.2K)
Filed 2026-10-14
Beacon Financial Strategies Corp
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$37.4K (-$419)
Filed 2026-10-14
Hughes Financial Services, LLC
INCREASED
Shares447 from 121
Change+326 (+269%)
Value$36.5K (+$26.5K)
Filed 2026-10-30
Bank of New Hampshire
DECREASED
Shares428 from 538
Change-110 (-20%)
Value$34.8K (-$9.4K)
Filed 2026-10-06
Roxbury Financial LLC
DECREASED
Shares422 from 436
Change-14 (-3%)
Value$34.3K (-$1.5K)
Filed 2026-10-01
Wealth Analytics Partners, LLC
NEW
Shares416
Change+416
Value$33.8K
Filed 2026-10-19
Weaver Capital Management LLC
NEW
Shares413
Change+413
Value$33.5K
Filed 2026-10-15
Valley National Advisers Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$32.5K (-$364)
Filed 2026-10-23
Jnba Financial Advisors
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$32.1K (-$360)
Filed 2026-11-03
Bear Mountain Capital, Inc.
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$30.8K (-$216)
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$30.4K (-$341)
Filed 2026-11-05
Fortis Group Advisors, LLC
DECREASED
Shares349 from 2,833
Change-2,484 (-88%)
Value$28.3K (-$204.3K)
Filed 2026-11-06
Mather Group, Llc.
DECREASED
Shares347 from 487
Change-140 (-29%)
Value$28.2K (-$11.8K)
Filed 2026-10-14
West Branch Capital LLC
INCREASED
Shares343 from 340
Change+3 (+1%)
Value$27.8K (-$61)
Filed 2026-10-20
Pflug Koory, LLC
INCREASED
Shares342 from 340
Change+2 (+1%)
Value$27.8K (-$94)
Filed 2026-10-26
Planning Strategies Inc.
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$25.3K (-$284)
Filed 2026-10-02
Lodestone Wealth Management LLC
DECREASED
Shares307 from 350
Change-43 (-12%)
Value$25.0K (-$3.8K)
Filed 2026-10-14
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$24.7K (-$276)
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares268 from 4,550
Change-4,282 (-94%)
Value$21.8K (-$351.8K)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
INCREASED
Shares267 from 265
Change+2 (+1%)
Value$21.7K (-$48)
Filed 2026-10-20
Armor Investment Advisors, LLC
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$21.7K (-$243)
Filed 2026-10-27
Concord Wealth Partners
INCREASED
Shares262 from 261
Change+1 (+0%)
Value$21.3K (-$157)
Filed 2026-11-02
First Bancorp, Inc
INCREASED
Shares231 from 83
Change+148 (+178%)
Value$18.8K (+$11.9K)
Filed 2026-10-26
Hanson & Doremus Investment Management
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$18 (-$1)
Filed 2026-10-16
Nfsg Corp
DECREASED
Shares200 from 858
Change-658 (-77%)
Value$16.2K (-$54.2K)
Filed 2026-10-15
Y.D. More Investments Ltd
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$16.2K (-$182)
Filed 2026-11-02
3 Factor Indexing, LLC
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$14.0K (-$156)
Filed 2026-10-15
Indiana Trust & Investment Management Co
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$13.8K (-$155)
Filed 2026-10-22
Blue Trust, Inc.
NEW
Shares167
Change+167
Value$13.6K
Filed 2026-10-15
Ashton Thomas Securities, LLC
NEW
Shares166
Change+166
Value$13.5K
Filed 2026-10-26
Trust Co of Toledo NA
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$13.4K (-$150)
Filed 2026-10-16
Wilkerson Advisory Group LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$13.1K (-$147)
Filed 2026-10-20
Richardson Financial Services Inc.
NEW
Shares150
Change+150
Value$12.2K
Filed 2026-10-30
UMB Private Wealth Management, LLC
NEW
Shares149
Change+149
Value$12.1K
Filed 2026-10-19
Jacobi Capital Management LLC
NEW
Shares141
Change+141
Value$11.5K
Filed 2026-11-05
Avion Wealth
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$10 (-$11.0K)
Filed 2026-11-04
Mosley Wealth Management
INCREASED
Shares130 from 129
Change+1 (+1%)
Value$10.6K (-$11)
Filed 2026-10-16
High Note Wealth, LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$10.0K (-$112)
Filed 2026-10-27
Signature Equity Partners, LLC
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$9.0K (-$101)
Filed 2026-10-29
IMG Wealth Management, Inc.
INCREASED
Shares110 from 109
Change+1 (+1%)
Value$9.0K (-$19)
Filed 2026-10-27
Arlington Trust Co LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$8.9K (-$100)
Filed 2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$8.5K (-$96)
Filed 2026-11-02
Princeton Global Asset Management LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$7.7K (-$86)
Filed 2026-10-21
Wolff Wiese Magana LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$7.4K (-$83)
Filed 2026-10-15
Gamma Investing LLC
NEW
Shares90
Change+90
Value$7.3K
Filed 2026-10-08
Independence Bank of Kentucky
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$7.0K (-$78)
Filed 2026-10-26
Archer Investment Corp
INCREASED
Shares84 from 83
Change+1 (+1%)
Value$6.8K (-$15)
Filed 2026-11-05
Elevate Wealth Advisory, Inc
NEW
Shares83
Change+83
Value$6.7K
Filed 2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$6.6K (-$74)
Filed 2026-10-21
Fairway Wealth LLC
NEW
Shares80
Change+80
Value$6.5K
Filed 2026-10-30
Horizon Financial Services, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$6.1K (-$68)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$6 ($0)
Filed 2026-11-04
Sawyer & Company, Inc
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$5.3K (-$59)
Filed 2026-10-21
Friedenthal Financial
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$4.5K (-$51)
Filed 2026-10-27
Reicon Wealth Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.1K (-$46)
Filed 2026-11-04
City State Bank
DECREASED
Shares42 from 87
Change-45 (-52%)
Value$3.4K (-$3.7K)
Filed 2026-10-20
Rosenberg Matthew Hamilton
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.9K (-$33)
Filed 2026-10-05
Beacon Capital Management, Inc.
NEW
Shares34
Change+34
Value$2.8K
Filed 2026-10-13
Reyes Financial Architecture, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.6K (-$30)
Filed 2026-10-22
Nova Financial LLC
NEW
Shares27
Change+27
Value$2.2K
Filed 2026-11-04
First United Bank & Trust
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.0K (-$23)
Filed 2026-10-22
Rakuten Securities, Inc.
DECREASED
Shares15 from 29
Change-14 (-48%)
Value$1.2K (-$1.2K)
Filed 2026-11-02
Nemes Rush Group LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.2K (-$14)
Filed 2026-11-04
Townsend Asset Management Corp
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$894 (-$9)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
DECREASED
Shares5 from 69
Change-64 (-93%)
Value$406 (-$5.3K)
Filed 2026-11-04
MTM Investment Management, LLC
NEW
Shares3
Change+3
Value$244
Filed 2026-10-30
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$244 (-$2)
Filed 2026-11-02
Toth Financial Advisory Corp
DECREASED
Shares1 from 4
Change-3 (-75%)
Value$82 (-$247)
Filed 2026-10-08
American Capital Advisory, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$90 ($0)
Filed 2026-10-28
Moisand Fitzgerald Tamayo, LLC
NEW
Shares0
Change0
Value$1
Filed 2026-10-15
CPR Investments Inc.
CLOSED
Shares0 from 74,577
Change-74,577 (-100%)
Value$0 (-$6.1M)
Filed 2026-10-26
One Day In July LLC
CLOSED
Shares0 from 64,742
Change-64,742 (-100%)
Value$0 (-$5.3M)
Filed 2026-10-30
PCG Asset Management, LLC
CLOSED
Shares0 from 56,418
Change-56,418 (-100%)
Value$0 (-$4.6M)
Filed 2026-11-05
Strata Wealth Advisors, LLC
CLOSED
Shares0 from 26,302
Change-26,302 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-16
Union Bancaire Privee, UBP SA
CLOSED
Shares0 from 22,558
Change-22,558 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-04
Surience Private Wealth LLC
CLOSED
Shares0 from 21,671
Change-21,671 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-16
Legacy Wealth Asset Management, LLC
CLOSED
Shares0 from 21,095
Change-21,095 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-09
N10 Wealth, LLC
CLOSED
Shares0 from 18,094
Change-18,094 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-14
Davis-Rea Ltd.
CLOSED
Shares0 from 9,385
Change-9,385 (-100%)
Value$0 (-$770.6K)
Filed 2026-10-13
Private Client Services, LLC
CLOSED
Shares0 from 8,198
Change-8,198 (-100%)
Value$0 (-$673.1K)
Filed 2026-10-02
Baker Ellis Asset Management LLC
CLOSED
Shares0 from 7,176
Change-7,176 (-100%)
Value$0 (-$589.2K)
Filed 2026-10-14
BankPlus Trust Department
CLOSED
Shares0 from 5,641
Change-5,641 (-100%)
Value$0 (-$463.2K)
Filed 2026-11-06
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 4,775
Change-4,775 (-100%)
Value$0 (-$392.1K)
Filed 2026-11-03
Avestar Capital, LLC
CLOSED
Shares0 from 4,413
Change-4,413 (-100%)
Value$0 (-$362.3K)
Filed 2026-10-28
Marble Harbor Investment Counsel, LLC
CLOSED
Shares0 from 3,685
Change-3,685 (-100%)
Value$0 (-$302.6K)
Filed 2026-11-06
TBH Global Asset Management, LLC
CLOSED
Shares0 from 3,661
Change-3,661 (-100%)
Value$0 (-$300.6K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 3,592
Change-3,592 (-100%)
Value$0 (-$296.6K)
Filed 2026-10-13
Encompass More Asset Management
CLOSED
Shares0 from 3,030
Change-3,030 (-100%)
Value$0 (-$248.8K)
Filed 2026-10-16
HBW Advisory Services LLC
CLOSED
Shares0 from 2,998
Change-2,998 (-100%)
Value$0 (-$246.2K)
Filed 2026-10-15
Global Assets Advisory, LLC
CLOSED
Shares0 from 2,744
Change-2,744 (-100%)
Value$0 (-$224.6K)
Filed 2026-10-28
Beaumont Financial Advisors, LLC
CLOSED
Shares0 from 2,731
Change-2,731 (-100%)
Value$0 (-$224.2K)
Filed 2026-10-22
Lewis Asset Management, LLC
CLOSED
Shares0 from 2,671
Change-2,671 (-100%)
Value$0 (-$219.3K)
Filed 2026-10-14
Financial Discovery Group Inc
CLOSED
Shares0 from 2,526
Change-2,526 (-100%)
Value$0 (-$207.4K)
Filed 2026-11-03
Insight Wealth Partners, LLC
CLOSED
Shares0 from 2,516
Change-2,516 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-26
Robinswood Financial LLC
CLOSED
Shares0 from 1,694
Change-1,694 (-100%)
Value$0 (-$139.1K)
Filed 2026-10-20
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 1,116
Change-1,116 (-100%)
Value$0 (-$91.6K)
Filed 2026-10-16
Wellington Grp LLC
CLOSED
Shares0 from 880
Change-880 (-100%)
Value$0 (-$72.7K)
Filed 2026-11-06
Deane Retirement Strategies, Inc.
CLOSED
Shares0 from 751
Change-751 (-100%)
Value$0 (-$61.7K)
Filed 2026-10-09
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 673
Change-673 (-100%)
Value$0 (-$55.3K)
Filed 2026-10-15
Ironwood Wealth Management, Llc.
CLOSED
Shares0 from 602
Change-602 (-100%)
Value$0 (-$49.4K)
Filed 2026-10-28
Founders Capital Management
CLOSED
Shares0 from 370
Change-370 (-100%)
Value$0 (-$30.4K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$24.6K)
Filed 2026-10-28
N10 Assets, LLC
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$21.3K)
Filed 2026-10-14
Salem Investment Counselors Inc
CLOSED
Shares0 from 218
Change-218 (-100%)
Value$0 (-$17.9K)
Filed 2026-10-13
Brooklyn FI, LLC
CLOSED
Shares0 from 101
Change-101 (-100%)
Value$0 (-$8.3K)
Filed 2026-11-05
Obsidian CIO, LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$12.3K)
Filed 2026-11-05
MJT & Associates Financial Advisory Group, Inc.
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-07
RMG Wealth Management LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$328)
Filed 2026-10-26
Raleigh Capital Management Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$78)
Filed 2026-10-28
Morgan Stanley
N/A
Shares— from 23,782,177
Change-23,782,177 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 21,086,882
Change-21,086,882 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 17,222,354
Change-17,222,354 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 12,621,912
Change-12,621,912 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,506,634
Change-11,506,634 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,027,794
Change-9,027,794 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,154,693
Change-6,154,693 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,682,654
Change-5,682,654 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,038,978
Change-5,038,978 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,710,588
Change-4,710,588 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,344,176
Change-4,344,176 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 3,545,364
Change-3,545,364 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,485,702
Change-3,485,702 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,345,948
Change-3,345,948 (-100%)
Value—
PineBridge Investments Asia Ltd
N/A
Shares— from 2,773,000
Change-2,773,000 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,479,279
Change-2,479,279 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,125,383
Change-2,125,383 (-100%)
Value—
Criteria Caixa, S.A.U.
N/A
Shares— from 2,000,000
Change-2,000,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,400,733
Change-1,400,733 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,210,138
Change-1,210,138 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 1,198,032
Change-1,198,032 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,141,250
Change-1,141,250 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 945,221
Change-945,221 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 944,744
Change-944,744 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 910,823
Change-910,823 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 898,751
Change-898,751 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 870,227
Change-870,227 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 849,764
Change-849,764 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 837,714
Change-837,714 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 817,585
Change-817,585 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 773,885
Change-773,885 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 739,930
Change-739,930 (-100%)
Value—
Allianz SE
N/A
Shares— from 628,900
Change-628,900 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 626,684
Change-626,684 (-100%)
Value—
Scopus Asset Management, L.P.
N/A
Shares— from 605,726
Change-605,726 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 583,186
Change-583,186 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 576,059
Change-576,059 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 550,188
Change-550,188 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 535,584
Change-535,584 (-100%)
Value—
Stephens Inc
N/A
Shares— from 484,807
Change-484,807 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 481,437
Change-481,437 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 476,187
Change-476,187 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 458,650
Change-458,650 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 449,563
Change-449,563 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 434,450
Change-434,450 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 411,860
Change-411,860 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 410,527
Change-410,527 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 407,521
Change-407,521 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 399,031
Change-399,031 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 393,387
Change-393,387 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 389,010
Change-389,010 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 369,227
Change-369,227 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 363,486
Change-363,486 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 361,991
Change-361,991 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 355,292
Change-355,292 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 354,385
Change-354,385 (-100%)
Value—
Santa Clara Valley Transportation Authority
N/A
Shares— from 334,415
Change-334,415 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 330,048
Change-330,048 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 321,396
Change-321,396 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 320,887
Change-320,887 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 318,760
Change-318,760 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 315,443
Change-315,443 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 303,706
Change-303,706 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 288,562
Change-288,562 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 281,607
Change-281,607 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 266,695
Change-266,695 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 264,332
Change-264,332 (-100%)
Value—
West Virginia University Foundation, Inc
N/A
Shares— from 261,567
Change-261,567 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 255,245
Change-255,245 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 254,998
Change-254,998 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 239,897
Change-239,897 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 231,566
Change-231,566 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 225,674
Change-225,674 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 225,123
Change-225,123 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 224,454
Change-224,454 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 213,105
Change-213,105 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 208,093
Change-208,093 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 207,164
Change-207,164 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 204,045
Change-204,045 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 192,260
Change-192,260 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 192,124
Change-192,124 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 191,523
Change-191,523 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 188,803
Change-188,803 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 187,659
Change-187,659 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 185,637
Change-185,637 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 184,359
Change-184,359 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 180,720
Change-180,720 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 166,873
Change-166,873 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 158,913
Change-158,913 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 153,791
Change-153,791 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 149,814
Change-149,814 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 148,847
Change-148,847 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 148,295
Change-148,295 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 145,222
Change-145,222 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 145,006
Change-145,006 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 143,218
Change-143,218 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 141,522
Change-141,522 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 138,410
Change-138,410 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 137,118
Change-137,118 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 136,813
Change-136,813 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 136,583
Change-136,583 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 135,168
Change-135,168 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 134,928
Change-134,928 (-100%)
Value—
Main Management LLC
N/A
Shares— from 133,271
Change-133,271 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 129,174
Change-129,174 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 127,822
Change-127,822 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 127,224
Change-127,224 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 123,851
Change-123,851 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 121,281
Change-121,281 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 117,668
Change-117,668 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 117,175
Change-117,175 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 116,587
Change-116,587 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 116,043
Change-116,043 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 113,761
Change-113,761 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 111,404
Change-111,404 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 110,511
Change-110,511 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 109,749
Change-109,749 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 108,950
Change-108,950 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 108,042
Change-108,042 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 107,804
Change-107,804 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 105,126
Change-105,126 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 104,759
Change-104,759 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 104,738
Change-104,738 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 101,922
Change-101,922 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 99,694
Change-99,694 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 99,325
Change-99,325 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 99,113
Change-99,113 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 98,604
Change-98,604 (-100%)
Value—
Members Trust Co
N/A
Shares— from 93,370
Change-93,370 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 91,137
Change-91,137 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 90,799
Change-90,799 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 86,851
Change-86,851 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 85,389
Change-85,389 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 84,507
Change-84,507 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 82,587
Change-82,587 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 78,243
Change-78,243 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 77,686
Change-77,686 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 76,225
Change-76,225 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 74,526
Change-74,526 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 74,306
Change-74,306 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 74,137
Change-74,137 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 74,065
Change-74,065 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 73,107
Change-73,107 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 72,255
Change-72,255 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 70,033
Change-70,033 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 69,659
Change-69,659 (-100%)
Value—
Blair William & Co
N/A
Shares— from 69,455
Change-69,455 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 69,117
Change-69,117 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 67,732
Change-67,732 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 67,562
Change-67,562 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 67,368
Change-67,368 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 67,264
Change-67,264 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 66,890
Change-66,890 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 66,573
Change-66,573 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 66,128
Change-66,128 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 65,894
Change-65,894 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 65,859
Change-65,859 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 63,237
Change-63,237 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 63,210
Change-63,210 (-100%)
Value—
&partners
N/A
Shares— from 61,825
Change-61,825 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 60,779
Change-60,779 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 60,573
Change-60,573 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 58,794
Change-58,794 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 56,917
Change-56,917 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 55,554
Change-55,554 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 55,387
Change-55,387 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 55,340
Change-55,340 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 55,292
Change-55,292 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 55,135
Change-55,135 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 53,806
Change-53,806 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 53,650
Change-53,650 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 53,235
Change-53,235 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 52,891
Change-52,891 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 52,552
Change-52,552 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 52,401
Change-52,401 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 51,444
Change-51,444 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 50,562
Change-50,562 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 50,112
Change-50,112 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 49,700
Change-49,700 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 49,367
Change-49,367 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 49,054
Change-49,054 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 48,768
Change-48,768 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 48,239
Change-48,239 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 48,024
Change-48,024 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 47,624
Change-47,624 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 47,174
Change-47,174 (-100%)
Value—
Commerce Bank
N/A
Shares— from 46,811
Change-46,811 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 44,646
Change-44,646 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 44,095
Change-44,095 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 42,815
Change-42,815 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 42,683
Change-42,683 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 41,575
Change-41,575 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 40,483
Change-40,483 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 40,232
Change-40,232 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 39,549
Change-39,549 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 38,917
Change-38,917 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 38,768
Change-38,768 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 37,887
Change-37,887 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 36,999
Change-36,999 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 36,574
Change-36,574 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 36,199
Change-36,199 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 35,676
Change-35,676 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 34,374
Change-34,374 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 34,216
Change-34,216 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 33,457
Change-33,457 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 33,428
Change-33,428 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 33,084
Change-33,084 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 33,038
Change-33,038 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 32,782
Change-32,782 (-100%)
Value—
Nwam LLC
N/A
Shares— from 31,155
Change-31,155 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 31,032
Change-31,032 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 30,914
Change-30,914 (-100%)
Value—
Irenic Capital Management LPA
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 29,505
Change-29,505 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 29,155
Change-29,155 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 28,878
Change-28,878 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 28,852
Change-28,852 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 28,677
Change-28,677 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 28,561
Change-28,561 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 27,983
Change-27,983 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 27,890
Change-27,890 (-100%)
Value—
Boston Partners
N/A
Shares— from 27,818
Change-27,818 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 27,739
Change-27,739 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 27,577
Change-27,577 (-100%)
Value—
St. James Investment Company, LLC
N/A
Shares— from 27,518
Change-27,518 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 27,306
Change-27,306 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 27,171
Change-27,171 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 27,015
Change-27,015 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 26,990
Change-26,990 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 26,458
Change-26,458 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 25,603
Change-25,603 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 25,542
Change-25,542 (-100%)
Value—
American Capital Management Inc
N/A
Shares— from 25,524
Change-25,524 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 25,521
Change-25,521 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 25,123
Change-25,123 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 24,828
Change-24,828 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 24,156
Change-24,156 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 23,837
Change-23,837 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 23,809
Change-23,809 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 23,723
Change-23,723 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 23,399
Change-23,399 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 23,385
Change-23,385 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 23,262
Change-23,262 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 23,219
Change-23,219 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 23,200
Change-23,200 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 22,732
Change-22,732 (-100%)
Value—
EFG International AG
N/A
Shares— from 22,645
Change-22,645 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 22,488
Change-22,488 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 21,586
Change-21,586 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 21,557
Change-21,557 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 21,398
Change-21,398 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 21,288
Change-21,288 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 21,274
Change-21,274 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 20,871
Change-20,871 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 20,811
Change-20,811 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 20,751
Change-20,751 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 20,549
Change-20,549 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 20,353
Change-20,353 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 20,259
Change-20,259 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 20,067
Change-20,067 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 19,737
Change-19,737 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 19,569
Change-19,569 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 19,528
Change-19,528 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 19,134
Change-19,134 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 19,030
Change-19,030 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 18,276
Change-18,276 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 18,231
Change-18,231 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 17,949
Change-17,949 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 17,219
Change-17,219 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 17,100
Change-17,100 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 16,600
Change-16,600 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 16,379
Change-16,379 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 16,207
Change-16,207 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 16,126
Change-16,126 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 15,863
Change-15,863 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 15,804
Change-15,804 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 15,678
Change-15,678 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 15,448
Change-15,448 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 15,412
Change-15,412 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 15,377
Change-15,377 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 14,480
Change-14,480 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 13,897
Change-13,897 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 13,585
Change-13,585 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 13,558
Change-13,558 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 13,413
Change-13,413 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 13,399
Change-13,399 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 13,387
Change-13,387 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 13,289
Change-13,289 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 13,160
Change-13,160 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 12,786
Change-12,786 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 12,721
Change-12,721 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 12,576
Change-12,576 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,353
Change-12,353 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 12,273
Change-12,273 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 12,028
Change-12,028 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 11,791
Change-11,791 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 11,776
Change-11,776 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 11,624
Change-11,624 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 11,614
Change-11,614 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 11,504
Change-11,504 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 11,380
Change-11,380 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 11,369
Change-11,369 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 11,258
Change-11,258 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 11,217
Change-11,217 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 10,708
Change-10,708 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,577
Change-10,577 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 10,276
Change-10,276 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 10,272
Change-10,272 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 9,914
Change-9,914 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,801
Change-9,801 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 9,614
Change-9,614 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 9,433
Change-9,433 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 9,326
Change-9,326 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 9,309
Change-9,309 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 9,192
Change-9,192 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 9,038
Change-9,038 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 8,951
Change-8,951 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 8,950
Change-8,950 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 8,787
Change-8,787 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 8,751
Change-8,751 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 8,717
Change-8,717 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 8,681
Change-8,681 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,582
Change-8,582 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 8,554
Change-8,554 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 8,487
Change-8,487 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 8,480
Change-8,480 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 8,427
Change-8,427 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 8,285
Change-8,285 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 8,136
Change-8,136 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 8,020
Change-8,020 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,985
Change-7,985 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 7,819
Change-7,819 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 7,791
Change-7,791 (-100%)
Value—
Invst, LLC
N/A
Shares— from 7,761
Change-7,761 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 7,740
Change-7,740 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 7,685
Change-7,685 (-100%)
Value—
Betterment LLC
N/A
Shares— from 7,630
Change-7,630 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 7,374
Change-7,374 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 7,277
Change-7,277 (-100%)
Value—
Prudential PLC
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 7,241
Change-7,241 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 7,234
Change-7,234 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 7,182
Change-7,182 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 7,113
Change-7,113 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 7,013
Change-7,013 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 6,934
Change-6,934 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 6,913
Change-6,913 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 6,869
Change-6,869 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 6,869
Change-6,869 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 6,752
Change-6,752 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 6,734
Change-6,734 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 6,624
Change-6,624 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 6,586
Change-6,586 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,424
Change-6,424 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 6,175
Change-6,175 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 6,108
Change-6,108 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 6,091
Change-6,091 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 6,081
Change-6,081 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 5,890
Change-5,890 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 5,882
Change-5,882 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 5,880
Change-5,880 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 5,610
Change-5,610 (-100%)
Value—
FCA Corp
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 4,923
Change-4,923 (-100%)
Value—
American Trust
N/A
Shares— from 4,901
Change-4,901 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 4,888
Change-4,888 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 4,844
Change-4,844 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 4,762
Change-4,762 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 4,741
Change-4,741 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,545
Change-4,545 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,520
Change-4,520 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,481
Change-4,481 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 4,401
Change-4,401 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,274
Change-4,274 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 4,223
Change-4,223 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 4,209
Change-4,209 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 4,203
Change-4,203 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,138
Change-4,138 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,087
Change-4,087 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,989
Change-3,989 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 3,914
Change-3,914 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 3,837
Change-3,837 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 3,831
Change-3,831 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 3,813
Change-3,813 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,693
Change-3,693 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 3,630
Change-3,630 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 3,586
Change-3,586 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 3,477
Change-3,477 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 3,418
Change-3,418 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 3,387
Change-3,387 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 3,263
Change-3,263 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 3,177
Change-3,177 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,077
Change-3,077 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 3,067
Change-3,067 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 3,031
Change-3,031 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,855
Change-2,855 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,783
Change-2,783 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 2,736
Change-2,736 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,697
Change-2,697 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 2,590
Change-2,590 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 2,585
Change-2,585 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 2,451
Change-2,451 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 2,309
Change-2,309 (-100%)
Value—
CNB Bank
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 1,736
Change-1,736 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
SkyView Investment Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 998
Change-998 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 858
Change-858 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 721
Change-721 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 696
Change-696 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 609
Change-609 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 600
Change-600 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 578
Change-578 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 546
Change-546 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 514
Change-514 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 500
Change-500 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 485
Change-485 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 302
Change-302 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 188
Change-188 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 180
Change-180 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 147
Change-147 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 129
Change-129 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 53
Change-53 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 25
Change-25 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 23
Change-23 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 0
Change0
Value—
Status
Bank of New York Mellon Corp
DECREASED5,567,4275,600,457-33,030-1%$459.9M$452.1M-$7.8M2026-11-05
Assetmark, Inc
INCREASED5,547,3284,577,908+969,420+21%$375.9M$450.4M+$74.6M2026-10-21
LPL Financial LLC
DECREASED5,213,1585,477,221-264,063-5%$449.7M$423.3M-$26.4M2026-11-06
Rpoa Advisors, Inc.
NEW3,717,842—+3,717,842——$301.9M—2026-10-19
PNC Financial Services Group, Inc.
INCREASED2,781,2532,766,431+14,822+1%$227.2M$225.8M-$1.3M2026-11-06
Truist Financial Corp
INCREASED2,699,3402,676,009+23,331+1%$219.7M$219.2M-$540.7K2026-10-30
AIA Group Ltd
INCREASED1,520,3241,425,189+95,135+7%$117.0M$123.5M+$6.4M2026-10-30
Edge Wealth Management LLC
INCREASED1,518,562393,457+1,125,105+286%$32.3M$123.3M+$91.0M2026-10-13
Citigroup Inc
INCREASED1,255,8351,133,190+122,645+11%$93.0M$102.0M+$8.9M2026-11-04
TFC Financial Management, Inc.
INCREASED1,152,5631,026,401+126,162+12%$84.3M$93.6M+$9.3M2026-10-26
Americana Partners, LLC
INCREASED1,048,179993,588+54,591+5%$81.6M$85.1M+$3.5M2026-10-28
Lido Advisors, LLC
INCREASED953,234814,969+138,265+17%$66.9M$77.4M+$10.5M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED935,238459,741+475,497+103%$33.1M$70.6M+$37.5M2026-10-13
CWA Asset Management Group, LLC
INCREASED891,943843,777+48,166+6%$69.3M$72.4M+$3.1M2026-10-19
TD Private Client Wealth LLC
DECREASED803,505818,344-14,839-2%$67.2M$65.2M-$1.9M2026-10-28
Beacon Investment Advisory Services, Inc.
INCREASED777,479775,709+1,770+0%$63.7M$63.1M-$562.2K2026-10-13
Atwood & Palmer Inc
INCREASED766,834732,119+34,715+5%$60.1M$62.3M+$2.2M2026-10-08
Fisher Asset Management, LLC
INCREASED723,453654,407+69,046+11%$53.7M$58.7M+$5.0M2026-11-06
Transmarket Holdings LP
NEW701,232—+701,232——$56.9M—2026-10-27
US Bancorp \de\
DECREASED686,599708,259-21,660-3%$58.2M$55.8M-$2.4M2026-11-05
GenTrust, LLC
INCREASED685,44715,055+670,392+4453%$1.2M$55.7M+$54.4M2026-11-06
Evergreen Capital Management LLC
DECREASED661,538727,713-66,175-9%$59.8M$53.7M-$6.0M2026-10-23
New Harbor Financial Group, LLC
NEW575,960—+575,960——$46.8M—2026-10-22
Fifth Third Bancorp
DECREASED544,445575,332-30,887-5%$47.2M$44.2M-$3.0M2026-11-05
Farther Finance Advisors, LLC
INCREASED513,367468,870+44,497+9%$38.5M$41.7M+$3.2M2026-10-08
Keybank National Association
INCREASED477,559427,389+50,170+12%$35.1M$38.8M+$3.7M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED412,000301,092+110,908+37%$24.7M$33.5K-$24.7M2026-11-02
Anchor Capital Advisors LLC
DECREASED397,157400,907-3,750-1%$32.9M$32.2M-$669.3K2026-11-05
Ballast, Inc.
INCREASED381,412245,825+135,587+55%$20.2M$31.0M+$10.8M2026-10-20
Barclays PLC
DECREASED348,6831,053,819-705,136-67%$86.5M$28.3M-$58.2M2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED346,678335,614+11,064+3%$27.6M$28.1M+$592.0K2026-11-05
Sigma Planning Corp
INCREASED335,881320,294+15,587+5%$26.3M$27.3M+$974.2K2026-10-23
Financial Consulate, Inc
INCREASED333,525328,601+4,924+2%$27.0M$27.1M+$100.8K2026-10-23
Nixon Peabody Trust Co
INCREASED317,516299,198+18,318+6%$24.6M$25.8M+$1.2M2026-10-23
Kestra Advisory Services, LLC
INCREASED310,015265,473+44,542+17%$21.8M$25.2M+$3.4M2026-11-02
CVS Health Corp
INCREASED300,000258,100+41,900+16%$21.2M$24.4M+$3.2M2026-11-05
Barry Investment Advisors, LLC
INCREASED298,068229,559+68,509+30%$18.8M$24.2M+$5.4M2026-10-14
Dynamic Advisor Solutions LLC
INCREASED286,510261,185+25,325+10%$21.4M$23.3M+$1.8M2026-10-13
Global Trust Asset Management, LLC
INCREASED280,654265,342+15,312+6%$21.8M$22.8M+$1.0M2026-10-19
Amundi
DECREASED267,600669,900-402,300-60%$55.0M$21.7M-$33.3M2026-11-06
Ascent Group, LLC
DECREASED254,460255,546-1,0860%$21.0M$20.7M-$320.8K2026-10-30
Aspect Partners, LLC
NEW245,690—+245,690——$20.0M—2026-10-20
Elevate Capital Advisors, LLC
DECREASED231,557234,728-3,171-1%$19.3M$18.8M-$471.1K2026-11-02
Procyon Advisors, LLC
DECREASED229,178240,948-11,770-5%$19.8M$18.6M-$1.2M2026-10-21
Ridgepath Capital Management LLC
DECREASED227,386244,221-16,835-7%$20.1M$18.5M-$1.6M2026-10-29
Creative Planning
INCREASED225,963134,584+91,379+68%$11.1M$18.3M+$7.3M2026-11-02
Portfolio Design Labs, LLC
DECREASED223,442226,022-2,580-1%$18.6M$18.1M-$415.2K2026-11-04
Commonwealth Equity Services, LLC
DECREASED221,353365,570-144,217-39%$30.0M$18.0M-$12.0M2026-11-02
DT Investment Partners, LLC
DECREASED221,323228,347-7,024-3%$18.7M$18.0M-$778.1K2026-10-27
Mader & Shannon Wealth Management, Inc.
DECREASED217,817252,127-34,310-14%$20.7M$17.7M-$3.0M2026-11-02
Vigilare Wealth Management
NEW214,563—+214,563——$17.4M—2026-10-29
Clear Wave Wealth Management LLC
INCREASED202,512191,530+10,982+6%$15.7M$16.4M+$717.5K2026-11-04
Montag A & Associates Inc
DECREASED200,950210,022-9,072-4%$17.2M$16.3M-$927.8K2026-10-29
Insight 2811, Inc.
DECREASED199,120210,540-11,420-5%$17.3M$16.2M-$1.1M2026-11-06
Camden National Bank
INCREASED197,289183,465+13,824+8%$15.1M$16.0M+$955.6K2026-11-02
Park Avenue Securities LLC
INCREASED189,271171,523+17,748+10%$14.1M$15.4K-$14.1M2026-10-26
IFP Advisors, Inc
INCREASED183,969180,492+3,477+2%$14.8M$14.9M+$118.1K2026-10-16
Salomon & Ludwin, LLC
INCREASED183,424178,384+5,040+3%$14.6M$14.9M+$295.0K2026-10-29
Allspring Global Investments Holdings, LLC
DECREASED182,474421,143-238,669-57%$34.6M$14.8M-$19.8M2026-11-04
Ifrah Financial Services, Inc.
INCREASED178,449175,417+3,032+2%$14.4M$14.5M+$86.6K2026-10-13
D.A. Davidson & Co.
INCREASED176,560143,663+32,897+23%$11.8M$14.3M+$2.5M2026-10-28
Innova Wealth Partners
DECREASED176,056192,708-16,652-9%$15.8M$14.3M-$1.5M2026-10-21
Ashton Thomas Private Wealth, LLC
DECREASED175,023207,508-32,485-16%$17.0M$14.2M-$2.8M2026-11-03
Syntax Research, Inc.
INCREASED167,869153,197+14,672+10%$12.6M$13.6M+$1.1M2026-11-04
AdvisorNet Financial, Inc
INCREASED160,942155,168+5,774+4%$12.7M$13.1M+$322.9K2026-10-15
Spectrum Strategic Capital Management, LLC
INCREASED157,146110,415+46,731+42%$9.1M$12.8M+$3.7M2026-10-22
Apella Capital, LLC
INCREASED152,69435,710+116,984+328%$2.9M$12.4M+$9.5M2026-10-08
McKinley Carter Wealth Services, Inc.
DECREASED150,751155,453-4,702-3%$12.8M$12.2M-$523.3K2026-10-16
MBA Advisors LLC
INCREASED148,878138,014+10,864+8%$11.3M$12.1M+$756.6K2026-10-29
Clearstead Advisors, LLC
DECREASED146,567151,379-4,812-3%$12.4M$11.9M-$528.5K2026-11-06
Premier Path Wealth Partners, LLC
INCREASED143,819108,868+34,951+32%$8.9M$11.7M+$2.7M2026-10-16
Roof Eidam Maycock Peralta, LLC
INCREASED143,242134,335+8,907+7%$11.0M$11.6M+$601.0K2026-10-15
Leuthold Group, LLC
DECREASED142,902149,887-6,985-5%$12.3M$11.6M-$703.6K2026-11-04
Brookstone Capital Management
DECREASED139,437154,574-15,137-10%$12.7M$11.3M-$1.4M2026-10-22
Shira Ridge Wealth Management
INCREASED138,690124,436+14,254+11%$10.2M$11.3M+$1.0M2026-10-09
Capital Investment Services of America, Inc.
DECREASED138,064139,864-1,800-1%$11.5M$11.2M-$273.4K2026-11-02
Alamar Capital Management, LLC
INCREASED137,920109,659+28,261+26%$9.0M$11.2M+$2.2M2026-11-02
First Citizens Bank & Trust Co
DECREASED130,993179,273-48,280-27%$14.7M$10.6M-$4.1M2026-10-14
Concurrent Investment Advisors, LLC
DECREASED128,138222,852-94,714-42%$18.3M$10.4M-$7.9M2026-10-16
Little House Capital LLC
INCREASED127,950118,056+9,894+8%$9.7M$10.4M+$696.0K2026-11-06
Parkway Wealth Management Group, LLC
DECREASED127,095145,456-18,361-13%$11.9M$10.3M-$1.6M2026-10-20
First Heartland Consultants, Inc.
INCREASED126,33794,638+31,699+34%$7.8M$10.3M+$2.5M2026-10-08
Symmetry Partners, LLC
INCREASED124,499119,092+5,407+5%$9.8M$10.1M+$330.7K2026-10-27
Spire Wealth Management
INCREASED122,692103,964+18,728+18%$8.5M$10.0M+$1.4M2026-10-30
Beacon Wealthcare LLC
INCREASED122,440105,748+16,692+16%$8.7M$9.9M+$1.3M2026-10-02
Lake Hills Wealth Management, LLC
DECREASED121,755124,748-2,993-2%$10.2M$9.9M-$356.6K2026-10-07
LWM Advisors Inc
DECREASED120,443121,914-1,471-1%$10.0M$9.8M-$230.4K2026-10-08
James Investment Research, Inc.
DECREASED119,274121,900-2,626-2%$10.0M$9.7M-$324.2K2026-10-22
Mirae Asset Global Investments Co., Ltd.
INCREASED118,435103,125+15,310+15%$8.5M$9.6M+$1.1M2026-11-03
Buttonwood Financial Advisors Inc.
INCREASED115,788114,361+1,427+1%$9.4M$9.4M+$11.8K2026-10-13
Brady Family Wealth, LLC
INCREASED114,11993,147+20,972+23%$7.6M$9.3M+$1.6M2026-11-02
Independent Wealth Advisors LLC
INCREASED110,06377,563+32,500+42%$6.4M$8.9M+$2.6M2026-10-27
Invariant Investment Management
INCREASED107,818106,994+824+1%$8.8M$8.7M-$32.8K2026-10-08
Midwest Heritage Bank, FSB
INCREASED106,386104,873+1,513+1%$8.6M$8.6M+$27.4K2026-10-26
Eley Financial Management, Inc
INCREASED105,131104,921+210+0%$8.6M$8.5M-$78.4K2026-11-03
JFS Wealth Advisors, LLC
DECREASED104,400108,034-3,634-3%$8.9M$8.5M-$393.4K2026-11-03
Integrated Advisors Network LLC
INCREASED102,38252,972+49,410+93%$4.3M$8.3M+$4.0M2026-10-20
Durante & Waters, LLC
DECREASED100,466100,742-2760%$8.3M$8.2M-$114.1K2026-10-28
Cabot Wealth Management Inc
DECREASED99,708115,086-15,378-13%$9.4M$8.1M-$1.4M2026-11-05
Cerro Pacific Wealth Advisors LLC
INCREASED98,62092,164+6,456+7%$7.6M$8.0M+$440.4K2026-10-22
Alterna Wealth Management, Inc
INCREASED98,16991,691+6,478+7%$7.5M$8.0M+$442.6K2026-10-27
Patten & Patten Inc
INCREASED92,82692,161+665+1%$7.6M$7.5M-$29.9K2026-10-26
Angeles Wealth Management, LLC
DECREASED92,565104,938-12,373-12%$8.6M$7.5M-$1.1M2026-10-26
KFA Private Wealth Group, LLC
DECREASED91,782110,642-18,860-17%$9.1M$7.5M-$1.6M2026-10-07
Bison Wealth, LLC
INCREASED90,23078,905+11,325+14%$6.5M$7.3M+$855.3K2026-10-13
Well Done, LLC
INCREASED90,13374,778+15,355+21%$6.1M$7.3M+$1.2M2026-10-20
Boltwood Capital Management
INCREASED88,03183,420+4,611+6%$6.8M$7.1M+$298.5K2026-10-02
Westwood Wealth Management
INCREASED87,75082,750+5,000+6%$6.8M$7.1M+$330.7K2026-10-29
Independent Solutions Wealth Management, LLC
INCREASED87,43486,498+936+1%$7.1M$7.1M-$2.7K2026-10-28
Oppenheimer & Co Inc
INCREASED86,93166,578+20,353+31%$5.5M$7.1M+$1.6M2026-10-26
Kooman & Associates
INCREASED86,43282,245+4,187+5%$6.8M$7.0M+$265.1K2026-10-21
Money Concepts Capital Corp
DECREASED84,43890,281-5,843-6%$7.4M$6.9M-$556.6K2026-11-06
BayBridge Capital Group, LLC
DECREASED83,383112,758-29,375-26%$9.3M$6.8M-$2.5M2026-10-13
Convergence Financial, LLC
DECREASED82,841144,708-61,867-43%$11.9M$6.7M-$5.2M2026-10-27
Patriot Investment Management Group, Inc.
DECREASED82,66684,438-1,772-2%$6.9M$6.7M-$220.8K2026-10-15
Kestra Private Wealth Services, LLC
INCREASED82,12677,940+4,186+5%$6.4M$6.7M+$269.0K2026-11-06
NBT Bank, N.A.
DECREASED81,70983,433-1,724-2%$6.9M$6.6M-$215.9K2026-10-21
Layline Advisors, LLC
DECREASED81,23887,562-6,324-7%$7.2M$6.6M-$593.2K2026-11-02
JGP Wealth Management, LLC
INCREASED80,99848,915+32,083+66%$4.0M$6.6M+$2.6M2026-10-13
Great Lakes Retirement, Inc.
DECREASED79,30079,934-634-1%$6.6M$6.4M-$124.2K2026-10-26
Able Wealth Management LLC
INCREASED79,13175,736+3,395+4%$6.2M$6.4M+$197.3K2026-10-13
Fifth Third Securities, Inc.
DECREASED77,64589,618-11,973-13%$7.4M$6.3M-$1.1M2026-10-21
Perigon Wealth Management, LLC
INCREASED77,45370,593+6,860+10%$5.8M$6.3M+$492.6K2026-10-22
Strategic Blueprint, LLC
INCREASED76,89373,517+3,376+5%$6.0M$6.2M+$207.2K2026-10-22
Fidelity D & D Bancorp Inc
INCREASED76,50673,724+2,782+4%$6.1M$6.2M+$158.8K2026-11-05
Focus Financial Network, Inc.
DECREASED73,94174,405-464-1%$6.1M$6.0M-$105.4K2026-10-14
Semitam Bonam LLC
INCREASED72,85466,497+6,357+10%$5.5M$5.9M+$455.8K2026-10-27
Ameraudi Asset Management, Inc.
INCREASED72,77867,235+5,543+8%$5.5M$5.9M+$388.9K2026-11-05
Crescent Grove Advisors, LLC
DECREASED72,52573,325-800-1%$6.0M$5.9M-$131.7K2026-10-21
SevenBridge Financial Group, LLC
DECREASED71,42476,053-4,629-6%$6.2M$5.8M-$423.5K2026-10-26
Davenport & Co LLC
DECREASED71,23875,973-4,735-6%$6.2M$5.8M-$453.6K2026-10-14
Biltmore Family Office, LLC
INCREASED70,91267,774+3,138+5%$5.6M$5.8M+$193.1K2026-11-03
Koa Wealth Management, LLC
DECREASED69,76973,075-3,306-5%$6.0M$5.7M-$334.9K2026-10-14
Peoples Bank
INCREASED68,96562,034+6,931+11%$5.1M$5.6M+$506.3K2026-10-26
Aries Wealth Management
INCREASED68,29967,145+1,154+2%$5.5M$5.5M+$32.6K2026-10-23
ARS Wealth Advisors Group, LLC
INCREASED67,22551,477+15,748+31%$4.2M$5.5M+$1.2M2026-10-16
Guidance Capital, Inc
DECREASED66,85467,859-1,005-1%$5.6M$5.4M-$118.5K2026-11-03
AlphaCentric Advisors LLC
INCREASED66,01112,954+53,057+410%$1.1M$5.4M+$4.3M2026-11-03
Glenview Trust Co
DECREASED65,98572,231-6,246-9%$5.9M$5.4M-$572.9K2026-10-28
NorthCrest Asset Manangement, LLC
INCREASED65,71954,967+10,752+20%$4.5M$5.3M+$834.0K2026-10-13
Wealth Enhancement Trust Services, Inc.
INCREASED65,54118,404+47,137+256%$1.5M$5.3M+$3.8M2026-10-07
MinichMacGregor Wealth Management, LLC
DECREASED64,02564,091-660%$5.3M$5.2M-$63.7K2026-10-14
Citizens Financial Group Inc
DECREASED62,23465,587-3,353-5%$5.4M$5.1M-$332.0K2026-10-23
Connecticut Wealth Management, LLC
INCREASED62,17159,867+2,304+4%$4.9M$5.0M+$132.6K2026-10-13
Thayer Partners, LLC / MA
DECREASED61,92671,247-9,321-13%$5.9M$5.0M-$821.7K2026-11-06
Oppenheimer Asset Management Inc.
DECREASED61,77985,172-23,393-27%$7.0M$5.0M-$2.0M2026-10-27
Wealthcare Advisory Partners LLC
INCREASED60,66320,868+39,795+191%$1.7M$4.9M+$3.2M2026-10-21
Liberty Atlantic Advisors LLC
INCREASED60,61952,233+8,386+16%$4.3M$4.9M+$633.4K2026-10-14
Greenspring Advisors, LLC
DECREASED60,10766,108-6,001-9%$5.4M$4.9M-$547.4K2026-11-05
Parallel Advisors, LLC
INCREASED60,08149,976+10,105+20%$4.1M$4.9M+$775.0K2026-11-03
Atria Investments, Inc
INCREASED58,36441,324+17,040+41%$3.4M$4.7M+$1.3M2026-10-15
Globalt Investments LLC / GA
DECREASED58,12562,850-4,725-8%$5.2M$4.7M-$440.9K2026-10-27
UMB Bank, n.a.
DECREASED57,41059,914-2,504-4%$4.9M$4.7M-$257.8K2026-11-06
Petros Family Wealth, LLC
INCREASED56,16848,808+7,360+15%$4.0M$4.6M+$553.2K2026-10-28
MFA Wealth Services
INCREASED55,07952,765+2,314+4%$4.3M$4.5M+$139.9K2026-10-14
SigFig Wealth Management, LLC
DECREASED54,86757,713-2,846-5%$4.7M$4.5M-$287.0K2026-10-07
Blue Fin Capital, Inc.
INCREASED54,66151,085+3,576+7%$4.2M$4.4M+$243.9K2026-10-28
Eagle Global Advisors LLC
INCREASED53,78951,609+2,180+4%$4.2M$4.4M+$130.1K2026-11-02
Flagship Private Wealth, LLC
INCREASED53,64952,264+1,385+3%$4.3M$4.4M+$64.9K2026-11-05
Israel Discount Bank of New York
INCREASED53,15525,067+28,088+112%$2.1M$4.3M+$2.3M2026-10-14
Balefire, LLC
DECREASED52,89357,296-4,403-8%$4.7M$4.3M-$409.7K2026-10-09
Gemmer Asset Management LLC
INCREASED52,66552,598+67+0%$4.3M$4.3M-$42.4K2026-10-16
LightSquare Wealth Management, LLC
INCREASED52,52141,360+11,161+27%$3.4M$4.3M+$868.6K2026-11-03
Sugar Maple Asset Management, LLC
DECREASED51,16871,729-20,561-29%$5.9M$4.2M-$1.7M2026-10-13
Perennial Advisors, LLC
INCREASED50,37646,088+4,288+9%$3.8M$4.1M+$306.2K2026-10-13
Cambiar Investors LLC
INCREASED50,37150,119+252+1%$4.1M$4.1M-$25.1K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED50,20747,814+2,393+5%$3.9M$4.1M+$150.7K2026-11-05
Private Advisory Group LLC
INCREASED50,17849,173+1,005+2%$4.0M$4.1M+$36.9K2026-11-06
Samalin Investment Counsel, LLC
INCREASED49,40541,406+7,999+19%$3.4M$4.0M+$611.8K2026-10-23
Hudock, Inc.
INCREASED49,26143,860+5,401+12%$3.6M$4.0M+$398.6K2026-10-14
PW Nova Financial Services LLC
INCREASED48,09132,348+15,743+49%$2.7M$3.9M+$1.2M2026-10-15
Corecam Pte. Ltd.
UNCHANGED46,26946,26900%$3.8M$3.8M-$42.1K2026-10-23
Pinion Investment Advisors, LLC
INCREASED46,1493,571+42,578+1192%$293.2K$3.7M+$3.5M2026-11-04
Martin Capital Partners, LLC
INCREASED45,90345,006+897+2%$3.7M$3.7M+$31.9K2026-10-07
Prospera Financial Services Inc
INCREASED45,87928,472+17,407+61%$2.3M$3.7M+$1.4M2026-11-04
Independent Financial Group, LLC
INCREASED44,69541,730+2,965+7%$3.4M$3.6M+$202.8K2026-10-13
AUA Capital Management, LLC
DECREASED44,22251,415-7,193-14%$4.2M$3.6M-$630.9K2026-10-15
Laurel Wealth Advisors LLC
INCREASED43,63936,167+7,472+21%$3.0M$3.5M+$573.8K2026-10-27
StrongBox Wealth, LLC
DECREASED43,630182,124-138,494-76%$15.0M$3.5M-$11.4M2026-11-02
Westside Investment Management, Inc.
INCREASED43,51639,014+4,502+12%$3.2M$3.5M+$330.0K2026-11-02
Bfsg, LLC
DECREASED43,03244,095-1,063-2%$3.6M$3.5M-$126.5K2026-10-30
Rooted Wealth Advisors, Inc.
UNCHANGED42,30342,30300%$3.5M$3.5M$02026-11-03
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED41,94941,394+555+1%$3.4M$3.4M+$23.2K2026-10-21
Winch Advisory Services, LLC
INCREASED41,88641,695+191+0%$3.4M$3.4M-$22.5K2026-11-06
Apollon Wealth Management, LLC
INCREASED41,8199,763+32,056+328%$801.7K$3.4M+$2.6M2026-10-23
Verdence Capital Advisors LLC
INCREASED41,2216,673+34,548+518%$547.9K$3.3M+$2.8M2026-10-26
Topel & Distasi Wealth Management, LLC
DECREASED40,58643,026-2,440-6%$3.5M$3.3M-$237.3K2026-11-05
Mascoma Wealth Management LLC
UNCHANGED40,18640,18600%$3.3M$3.3M-$36.6K2026-10-23
Compass Wealth Management, LLC
DECREASED39,90946,668-6,759-14%$3.8M$3.2M-$591.3K2026-10-30
Discipline Wealth Solutions, LLC
INCREASED39,79139,560+231+1%$3.2M$3.2M-$17.2K2026-10-14
Aspiriant, LLC
DECREASED39,25742,425-3,168-7%$3.5M$3.2M-$295.9K2026-10-16
Compound Planning, Inc.
DECREASED38,93740,696-1,759-4%$3.3M$3.2M-$179.8K2026-11-05
AlphaCore Capital LLC
INCREASED38,90632,843+6,063+18%$2.7M$3.2M+$462.4K2026-11-04
Allworth Financial LP
INCREASED38,75735,039+3,718+11%$2.9M$3.2M+$305.3K2026-11-06
Wright Wealth LLC
INCREASED38,7383,092+35,646+1153%$253.9K$3.1M+$2.9M2026-10-29
Stephen J. Garry & Associates, LLC
INCREASED38,60024,793+13,807+56%$2.0M$3.1M+$1.1M2026-11-05
HCR Wealth Advisors
INCREASED38,59737,813+784+2%$3.1M$3.1M+$29.3K2026-10-15
Tactive Advisors, LLC
INCREASED38,34819,703+18,645+95%$1.6M$3.1M+$1.5M2026-10-08
Financial Management Network Inc
INCREASED38,33034,762+3,568+10%$2.9M$3.1M+$256.5K2026-10-09
DSG Capital Advisors, LLC
DECREASED37,76040,015-2,255-6%$3.3M$3.1M-$212.3K2026-11-05
Plan Group Financial, LLC
DECREASED37,51639,402-1,886-5%$3.2M$3.1M-$185.3K2026-10-22
Arrow Investment Advisors, LLC
INCREASED37,29727,311+9,986+37%$2.2M$3.0M+$786.0K2026-11-02
Harbor Investment Advisory, LLC
DECREASED36,97837,894-916-2%$3.1M$3.0M-$108.9K2026-10-13
Traphagen Investment Advisors LLC
DECREASED36,81989,004-52,185-59%$7.3M$3.0M-$4.3M2026-10-14
Birch Financial Group, LLC
INCREASED36,55735,473+1,084+3%$2.9M$3.0M+$55.7K2026-10-27
Trilogy Capital Inc.
NEW36,331—+36,331——$3.0M—2026-10-20
RFG Advisory, LLC
DECREASED36,04836,097-490%$3.0M$2.9M-$36.8K2026-11-03
Community Bank, N.A.
INCREASED34,88230,669+4,213+14%$2.5M$2.8M+$314.2K2026-11-06
Investment House LLC
DECREASED34,11436,700-2,586-7%$3.0M$2.8M-$243.4K2026-10-21
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED33,38823,725+9,663+41%$1.9M$2.7M+$763.0K2026-11-03
Beam Wealth Advisors, Inc.
DECREASED32,52934,744-2,215-6%$2.9M$2.6M-$211.5K2026-11-03
Charles Schwab Trust Co
INCREASED31,8185,038+26,780+532%$413.7K$2.6M+$2.2M2026-10-15
Single Point Partners, LLC
DECREASED31,52632,557-1,031-3%$2.7M$2.6M-$113.4K2026-10-19
Heritage Wealth Management, Inc.
UNCHANGED31,50831,50800%$2.6M$2.6M-$28.7K2026-10-27
Axxcess Wealth Management, LLC
DECREASED31,338300,808-269,470-90%$24.7M$2.5M-$22.2M2026-10-21
Patten Group, Inc.
INCREASED31,29627,633+3,663+13%$2.3M$2.5M+$272.3K2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED30,57429,080+1,494+5%$2.4M$2.5M+$94.8K2026-10-22
SFG Wealth Management, Llc.
DECREASED30,43231,012-580-2%$2.5M$2.5M-$75.4K2026-10-23
Noble Family Wealth, LLC
DECREASED30,36930,491-1220%$2.5M$2.5M-$37.7K2026-10-26
Wedbush Securities Inc
DECREASED29,77532,954-3,179-10%$2.7M$2.4K-$2.7M2026-10-22
Integras Partners LLC
INCREASED29,77327,778+1,995+7%$2.3M$2.4M+$136.7K2026-10-30
Private Management Group Inc
DECREASED29,73630,144-408-1%$2.5M$2.4M-$60.6K2026-11-04
Enclave Advisors LLC
INCREASED29,38120,735+8,646+42%$1.7M$2.4M+$683.2K2026-10-14
Ritholtz Wealth Management
INCREASED29,20325,555+3,648+14%$2.1M$2.4M+$273.0K2026-11-05
Chesley Taft & Associates LLC
DECREASED29,16131,008-1,847-6%$2.5M$2.4M-$178.2K2026-10-13
TFB Advisors LLC
INCREASED28,71122,307+6,404+29%$1.8M$2.3M+$499.7K2026-11-02
Welch Group, LLC
DECREASED28,68628,930-244-1%$2.4M$2.3M-$46.1K2026-10-29
SpringVest Wealth Management LLC
DECREASED28,06133,069-5,008-15%$2.7M$2.3M-$436.7K2026-10-27
Archford Capital Strategies, LLC
DECREASED28,02829,001-973-3%$2.4M$2.3M-$105.4K2026-10-19
RMR Wealth Builders
INCREASED27,94427,942+2+0%$2.3M$2.3M-$25.2K2026-10-22
Merit Financial Group, LLC
DECREASED27,86843,106-15,238-35%$3.5M$2.3M-$1.3M2026-11-06
EPG Wealth Management LLC
DECREASED27,86228,016-154-1%$2.3M$2.3M-$38.0K2026-11-03
Realta Investment Advisors
INCREASED27,47326,483+990+4%$2.2M$2.2M+$56.3K2026-10-14
VestGen Advisors, LLC
DECREASED27,45355,712-28,259-51%$4.6M$2.2M-$2.3M2026-10-27
StoneX Group Inc.
INCREASED27,26023,266+3,994+17%$1.9M$2.2M+$303.1K2026-11-03
United Community Bank
DECREASED27,23032,635-5,405-17%$2.7M$2.2M-$468.6K2026-10-28
Cullen T Bankers, Inc.
INCREASED27,16626,647+519+2%$2.2M$2.2M+$17.9K2026-10-28
Family Wealth Partners, LLC
INCREASED27,10127,061+40+0%$2.2M$2.2M-$21.3K2026-10-20
Wealthcare Capital Management LLC
UNCHANGED26,96426,96400%$2.2M$2.2M-$24.5K2026-10-21
Choreo, LLC
INCREASED26,91421,042+5,872+28%$1.7M$2.2M+$457.7K2026-10-28
Howard Capital Management, LLC
DECREASED26,88229,186-2,304-8%$2.4M$2.2M-$213.6K2026-10-16
Cahaba Wealth Management, Inc.
INCREASED26,79425,916+878+3%$2.1M$2.2M+$47.7K2026-10-26
Laurel OAK Wealth Management, LLC
INCREASED26,57823,306+3,272+14%$1.9M$2.2M+$244.5K2026-10-19
Diversify Wealth Management, LLC
INCREASED26,57120,283+6,288+31%$1.7M$2.2M+$499.4K2026-10-20
Diversify Advisory Services, LLC
INCREASED26,57120,283+6,288+31%$1.7M$2.2M+$499.4K2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED26,5568,855+17,701+200%$727.0K$2.2M+$1.4M2026-10-16
Essential Planning, Llc.
DECREASED26,50433,346-6,842-21%$2.7M$2.2M-$585.9K2026-10-21
Midwest Trust Co
INCREASED26,38820,617+5,771+28%$1.7M$2.1M+$449.8K2026-10-22
Auxano Advisors, LLC
INCREASED26,12217,938+8,184+46%$1.5M$2.1M+$648.2K2026-11-06
Shrier Wealth Management, LLC
INCREASED26,09625,876+220+1%$2.1M$2.1M-$5.7K2026-10-20
Whitcomb & Hess, Inc.
INCREASED26,03324,189+1,844+8%$2.0M$2.1M+$127.7K2026-10-07
NTV Asset Management LLC
INCREASED25,96725,838+129+1%$2.1M$2.1M-$13.0K2026-10-23
United Asset Strategies, Inc.
INCREASED25,89125,642+249+1%$2.1M$2.1M-$3.1K2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED25,45919,202+6,257+33%$1.6M$2.1M+$489.5K2026-10-13
Bright Futures Wealth Management, Llc.
DECREASED25,22728,719-3,492-12%$2.4M$2.0M-$309.7K2026-10-23
J. Safra Sarasin Holding AG
UNCHANGED25,00025,00000%$2.1M$2.0M-$22.8K2026-10-26
International Private Wealth Advisors LLC
INCREASED24,92810,730+14,198+132%$881.1K$2.0M+$1.1M2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED24,60412,898+11,706+91%$1.1M$2.0M+$938.8K2026-10-27
Lodestar Private Asset Management LLC
INCREASED24,52718,147+6,380+35%$1.5M$2.0M+$501.6K2026-10-26
Cooper Financial Group
INCREASED24,43923,448+991+4%$1.9M$2.0M+$59.1K2026-10-07
Penobscot Investment Management Company, Inc.
DECREASED24,27525,425-1,150-5%$2.1M$2.0M-$116.5K2026-10-26
Midwest Professional Planners, Ltd.
DECREASED23,97924,634-655-3%$2.0M$1.9M-$75.6K2026-10-29
LFA - Lugano Financial Advisors SA
DECREASED23,72725,214-1,487-6%$2.1M$1.9M-$143.7K2026-11-03
Camelot Technology Advisors, Inc.
INCREASED23,55521,394+2,161+10%$1.8M$1.9M+$156.0K2026-10-09
Shepherd Financial Partners LLC
INCREASED23,49623,065+431+2%$1.9M$1.9M+$14.0K2026-11-03
Financial Harvest, LLC
DECREASED23,39424,168-774-3%$2.0M$1.9M-$84.9K2026-10-15
Norris Perne & French LLP
INCREASED23,37822,490+888+4%$1.8M$1.9M+$51.6K2026-10-23
West Paces Advisors Inc.
INCREASED23,36314,486+8,877+61%$1.2M$1.9M+$707.6K2026-10-13
TriaGen Wealth Management LLC
INCREASED23,04121,592+1,449+7%$1.8M$1.9M+$98.0K2026-10-14
Towercrest Capital Management
INCREASED22,93721,993+944+4%$1.8M$1.9M+$56.7K2026-10-23
Valmark Advisers, Inc.
DECREASED22,54823,056-508-2%$1.9M$1.8M-$62.3K2026-11-06
Woodard & Co Asset Management Group Inc
INCREASED22,53012,390+10,140+82%$1.0M$1.8M+$812.1K2026-11-03
Councilor Wealth, LLC
DECREASED22,43623,212-776-3%$1.9M$1.8M-$84.2K2026-10-09
Founders Grove Wealth Partners, LLC
DECREASED22,09623,404-1,308-6%$1.9M$1.8M-$127.5K2026-10-16
Argyle Capital Partners, LLC
DECREASED22,06727,675-5,608-20%$2.3M$1.8M-$480.5K2026-10-23
Milestones Private Investment Advisors LLC
INCREASED22,06221,212+850+4%$1.7M$1.8M+$49.7K2026-10-19
First Horizon Corp
INCREASED21,86321,564+299+1%$1.8M$1.8M+$4.7K2026-10-26
MV Capital Management, Inc.
DECREASED21,58225,160-3,578-14%$2.1M$1.8M-$313.4K2026-10-29
Kelleher Financial Advisors
DECREASED21,56190,436-68,875-76%$7.4M$1.8M-$5.7M2026-10-30
Redhawk Wealth Advisors, Inc.
INCREASED21,54521,353+192+1%$1.8M$1.7M-$3.9K2026-10-14
Integrity Alliance, Llc.
DECREASED21,41226,160-4,748-18%$2.1M$1.7M-$409.4K2026-10-29
Tuttle Capital Management, LLC
INCREASED21,2009,200+12,000+130%$755.4K$1.7M+$966.0K2026-10-21
HB Wealth Management, LLC
DECREASED21,16626,303-5,137-20%$2.2M$1.7M-$441.1K2026-10-23
Avior Wealth Management, LLC
DECREASED21,16521,417-252-1%$1.8M$1.7M-$39.9K2026-10-13
Verus Capital Partners, LLC
DECREASED21,04722,223-1,176-5%$1.8M$1.7M-$115.6K2026-11-03
Titleist Asset Management, LLC
INCREASED21,01712,058+8,959+74%$990.1K$1.7M+$716.5K2026-10-08
Investment Research Partners LLC
DECREASED20,95040,764-19,814-49%$3.3M$1.7M-$1.6M2026-10-19
William Howard & Co Financial Advisors Inc
INCREASED20,56220,523+39+0%$1.7M$1.7M-$15.5K2026-11-04
Mcdonald Partners LLC
INCREASED20,46719,747+720+4%$1.6M$1.7M+$40.5K2026-11-03
Deutsche Bank Ag\
INCREASED20,45012,138+8,312+68%$996.7K$1.7M+$663.9K2026-11-06
TD Waterhouse Canada Inc.
INCREASED20,37919,766+613+3%$1.6M$1.7M+$34.9K2026-10-16
Ndwm LLC
INCREASED20,29918,454+1,845+10%$1.5M$1.6M+$133.0K2026-11-05
Bucket List Wealth Management, LLC
DECREASED20,22821,020-792-4%$1.7M$1.6M-$83.4K2026-10-22
Goelzer Investment Management, Inc.
NEW19,619—+19,619——$1.6M—2026-10-16
Pacific Park Financial, Inc.
INCREASED19,60917,505+2,104+12%$1.4M$1.6M+$154.9K2026-10-13
Stonebridge Financial Group, LLC
DECREASED19,57120,245-674-3%$1.7M$1.6M-$73.2K2026-10-01
Objective Capital Management, LLC
INCREASED19,49416,655+2,839+17%$1.4M$1.6M+$215.4K2026-10-13
Quadrant Capital Group LLC
DECREASED19,33933,491-14,152-42%$2.7M$1.6M-$1.2M2026-10-20
Allstreet Capital Advisors LLC
DECREASED19,22619,874-648-3%$1.6M$1.6M-$70.6K2026-11-04
Ted Buchan & Co
DECREASED19,17923,480-4,301-18%$1.9M$1.6M-$370.6K2026-10-23
Lanark Financial, Inc.
DECREASED19,10822,756-3,648-16%$1.9M$1.6M-$316.9K2026-10-26
Waystone Advisors LLC
DECREASED18,88419,235-351-2%$1.6M$1.6M-$28.8K2026-10-16
OpenArc Corporate Advisory, LLC
NEW18,873—+18,873——$1.5M—2026-10-21
Robinson Value Management, Ltd.
INCREASED18,86016,379+2,481+15%$1.3M$1.5M+$186.6K2026-10-20
Trek Financial, LLC
DECREASED18,77030,162-11,392-38%$2.5M$1.5M-$952.4K2026-10-29
Vise Technologies, Inc.
DECREASED18,59925,140-6,541-26%$2.1M$1.5M-$554.0K2026-10-29
Legacy Wealth Partners, LLC
INCREASED18,42117,105+1,316+8%$1.4M$1.5M+$91.3K2026-10-15
Formidable Asset Management, LLC
INCREASED18,27618,076+200+1%$1.5M$1.5M+$8.1K2026-11-03
Buska Wealth Management, LLC
INCREASED17,72212,909+4,813+37%$1.1M$1.4M+$379.1K2026-10-08
Freestate Advisors LLC
DECREASED17,59218,001-409-2%$1.5M$1.4M-$49.6K2026-10-09
Park Edge Advisors, LLC
DECREASED17,56637,763-20,197-53%$3.1M$1.4M-$1.7M2026-10-28
Chemistry Wealth Management LLC
UNCHANGED17,39517,39500%$1.4M$1.4M-$15.8K2026-10-16
Prairie Advisory, LLC
INCREASED17,1924,327+12,865+297%$355.3K$1.4M+$1.0M2026-10-19
Vestor Capital, LLC
NEW16,869—+16,869——$9.1K—2026-11-04
Hutchens & Kramer Investment Management Group, LLC
DECREASED16,74117,560-819-5%$1.4M$1.4M-$82.5K2026-10-16
Wlth Capital Management, LLC
DECREASED16,70518,588-1,883-10%$1.5M$1.4M-$169.8K2026-10-20
Meridian Wealth Management, LLC
INCREASED16,68410,061+6,623+66%$826.1K$1.4M+$528.6K2026-11-05
Mullooly Asset Management, Inc.
INCREASED16,45915,609+850+5%$1.3M$1.3M+$54.9K2026-10-30
Asset One Wealth Management LLC
INCREASED16,24611,116+5,130+46%$911.5K$1.3M+$407.7K2026-11-02
Independent Wealth Network Inc.
DECREASED16,10616,400-294-2%$1.3M$1.3M-$38.8K2026-10-19
Nvwm, LLC
DECREASED15,96818,572-2,604-14%$1.5M$1.3M-$228.3K2026-10-14
TrustWell Financial Advisors, LLC
INCREASED15,85214,303+1,549+11%$1.2M$1.3M+$112.7K2026-10-15
Canandaigua National Trust Co of Florida
NEW15,806—+15,806——$1.3M—2026-10-07
Stronghold Wealth Management L.L.C.
DECREASED15,79316,053-260-2%$1.3M$1.3M-$35.7K2026-10-16
Strategy Asset Managers LLC
INCREASED15,66913,610+2,059+15%$1.1M$1.3M+$154.8K2026-10-14
True Private Wealth Advisors
DECREASED15,51716,031-514-3%$1.3M$1.3M-$56.2K2026-10-19
Rockland Trust Co
DECREASED15,45915,791-332-2%$1.3M$1.3M-$41.3K2026-10-05
Summa Corp.
DECREASED15,39415,714-320-2%$1.3M$1.2M-$40.3K2026-10-30
4J Wealth Management LLC
DECREASED15,37719,521-4,144-21%$1.6M$1.2M-$354.2K2026-11-02
King Luther Capital Management Corp
UNCHANGED14,93514,93500%$1.2M$1.2M-$13.6K2026-11-05
Ascentis Independent Advisors
INCREASED14,791778+14,013+1801%$63.9K$1.2M+$1.1M2026-11-03
Golden State Wealth Management, LLC
INCREASED14,7746,101+8,673+142%$501.0K$1.2M+$698.7K2026-11-02
Finer Wealth Management, Inc.
DECREASED14,71214,809-97-1%$1.2M$1.2M-$21.4K2026-10-16
Warner Financial, Inc
INCREASED14,47514,113+362+3%$1.2M$1.2M+$16.6K2026-11-06
WBH Advisory Inc
INCREASED14,3649,023+5,341+59%$740.9K$1.2M+$425.5K2026-11-05
Platform Technology Partners
DECREASED14,28614,386-100-1%$1.2M$1.2M-$21.2K2026-11-02
Zega Investments, LLC
DECREASED14,23514,784-549-4%$1.2M$1.2M-$58.0K2026-11-04
L.K. Benson & Company, P.C.
INCREASED14,16413,993+171+1%$1.1M$1.2M+$1.2K2026-10-23
Oliver Luxxe Assets LLC
INCREASED14,06313,962+101+1%$1.1M$1.1M-$4.5K2026-10-14
Chapin Davis, Inc.
INCREASED14,04613,950+96+1%$1.1M$1.1M-$4.8K2026-10-09
Financial Management Professionals, Inc.
DECREASED14,04114,230-189-1%$1.2M$1.1M-$28.3K2026-10-23
Aviance Capital Partners, LLC
NEW13,909—+13,909——$1.1M—2026-10-29
GFS Advisors, LLC
INCREASED13,78610,936+2,850+26%$11.9M$1.1M-$10.8M2026-11-03
Marshall & Sterling Wealth Advisors Inc.
INCREASED13,58013,459+121+1%$1.1M$1.1M-$2.4K2026-10-28
MassMutual Private Wealth & Trust, FSB
INCREASED13,551400+13,151+3288%$32.8K$1.1M+$1.1M2026-10-05
Invested Advisors
DECREASED13,50832,335-18,827-58%$2.7M$1.1M-$1.6M2026-10-23
Carnegie Investment Counsel
INCREASED13,48713,462+25+0%$1.1M$1.1M-$10.2K2026-10-20
Evanson Financial, LLC
INCREASED13,46212,905+557+4%$1.1M$1.1M+$33.5K2026-10-23
Acorn Wealth Advisors, LLC
INCREASED13,38513,023+362+3%$1.1M$1.1M+$17.5K2026-10-19
Valpey Financial Services, LLC
DECREASED13,31513,420-105-1%$1.1M$1.1M-$20.8K2026-10-30
Foundry Financial Group, Inc.
DECREASED13,31414,546-1,232-8%$1.2M$1.1M-$113.3K2026-10-28
Cogent Private Wealth, Inc.
UNCHANGED13,24613,24600%$1.1M$1.1M-$12.1K2026-11-06
Compass Ion Advisors, LLC
INCREASED13,14013,057+83+1%$1.1M$1.1M-$5.2K2026-10-23
Clear Retirement Advice LLC
INCREASED13,02912,130+899+7%$996.0K$1.1M+$62.0K2026-10-22
Cdkv Holdings LLC
INCREASED12,87112,422+449+4%$1.0M$1.0M+$25.1K2026-10-28
Advanced Asset Management Advisors Inc
INCREASED12,82212,760+62+0%$1.0M$1.0M-$6.6K2026-10-20
Bank Julius Baer & Co. Ltd, Zurich
INCREASED12,6157,115+5,500+77%$584.2K$1.0M+$440.1K2026-10-29
Savant Capital, LLC
INCREASED12,5259,140+3,385+37%$750.1K$1.0M+$267.0K2026-11-06
Parsons Capital Management Inc
NEW12,513—+12,513——$1.0M—2026-10-28
Elevation Point Wealth Partners, LLC
DECREASED12,32012,922-602-5%$1.1M$1.0M-$60.6K2026-11-05
Guardian Partners Inc.
DECREASED12,21213,634-1,422-10%$1.1M$991.6K-$127.9K2026-10-21
DMC Group, LLC
INCREASED12,2088,080+4,128+51%$663.4K$991.3K+$327.8K2026-10-26
MSH Capital Advisors LLC
DECREASED12,16312,855-692-5%$1.1M$987.6K-$67.9K2026-11-03
Mission Wealth Management, LP
DECREASED11,99315,918-3,925-25%$1.3M$973.8K-$333.2K2026-10-15
AMG National Trust Bank
UNCHANGED11,95311,95300%$981.5K$970.6K-$10.9K2026-11-05
Calamos Wealth Management LLC
UNCHANGED11,76811,76800%$966.3K$955.6K-$10.7K2026-11-02
Accurate Wealth Management, LLC
NEW11,733—+11,733——$952.6K—2026-10-20
Clientfirst Wealth Management, LLC
UNCHANGED11,68911,68900%$959.8K$949.1K-$10.6K2026-11-04
Journey Advisory Group, LLC
UNCHANGED11,60011,60000%$952.5K$941.9K-$10.6K2026-11-04
Capital Investment Advisors, LLC
DECREASED11,46711,797-330-3%$968.7K$931.1K-$37.5K2026-10-22
RDA Financial Network
DECREASED11,44913,111-1,662-13%$1.1M$929.6K-$146.9K2026-10-15
Mariner Investment Group LLC
DECREASED11,444101,199-89,755-89%$8.3M$929.3K-$7.4M2026-11-04
Simplicity Wealth,LLC
DECREASED11,41525,196-13,781-55%$2.1M$926.9K-$1.1M2026-10-23
Tillman Hartley LLC
DECREASED11,32728,140-16,813-60%$2.3M$919.8K-$1.4M2026-11-06
Signal Advisors Wealth, LLC
INCREASED11,2739,312+1,961+21%$764.6K$915.4K+$150.8K2026-10-13
Flagship Harbor Advisors, LLC
INCREASED11,17911,164+15+0%$916.7K$907.7K-$8.9K2026-10-26
San Luis Wealth Advisors LLC
INCREASED11,1428,974+2,168+24%$736.9K$904.7K+$167.9K2026-10-27
MBL Wealth, LLC
DECREASED11,018213,461-202,443-95%$17.5M$894.7K-$16.6M2026-10-22
Regions Financial Corp
DECREASED10,96111,389-428-4%$935.2K$890.0K-$45.1K2026-11-05
Graetz Wealth LLC
INCREASED10,94810,838+110+1%$889.9K$889.0K-$9282026-10-27
Daymark Wealth Partners, LLC
INCREASED10,89710,893+4+0%$894.4K$884.8K-$9.6K2026-11-04
Blue Capital, Inc.
DECREASED10,76238,944-28,182-72%$3.2M$873.9K-$2.3M2026-10-13
Wealth Advisory Solutions, LLC
DECREASED10,74610,768-220%$884.2K$872.6K-$11.6K2026-10-20
Personal CFO Solutions, LLC
INCREASED10,7428,339+2,403+29%$684.7K$872.3K+$187.5K2026-11-06
Freedom Day Solutions, LLC
NEW10,722—+10,722——$870.6K—2026-10-20
Vicus Capital
DECREASED10,69810,754-56-1%$883.0K$868.7K-$14.3K2026-11-05
Alhambra Investment Management LLC
INCREASED10,66010,155+505+5%$833.8K$865.6K+$31.8K2026-10-15
Canvas Wealth Advisors, LLC
NEW10,600—+10,600——$864.7K—2026-11-02
Simon Quick Advisors, LLC
DECREASED10,54510,576-310%$868.4K$856.3K-$12.1K2026-10-26
Alliance Wealth Management Group
INCREASED10,39310,253+140+1%$841.9K$843.9K+$2.0K2026-10-29
Hunter Associates Investment Management LLC
UNCHANGED10,11710,11700%$830.0K$822-$829.2K2026-10-26
Northcape Wealth Management, LLC
INCREASED10,0898,262+1,827+22%$678.4K$819.2K+$140.8K2026-11-04
XY Planning Network, Inc.
INCREASED10,0409,862+178+2%$809.8K$815.2K+$5.5K2026-10-14
Rossby Financial, LCC
INCREASED10,0306,108+3,922+64%$501.5K$814.4K+$312.9K2026-11-05
Maseco LLP
INCREASED9,9777,885+2,092+27%$647.4K$810.2K+$162.8K2026-10-27
SeaCrest Wealth Management, LLC
DECREASED9,87710,290-413-4%$844.9K$802.0K-$42.9K2026-10-21
Root Financial Partners, LLC
DECREASED9,76111,103-1,342-12%$911.7K$792.6K-$119.1K2026-10-21
Amarillo National Bank
INCREASED9,6999,604+95+1%$788.6K$787.6K-$1.0K2026-10-23
Lee Financial Co
INCREASED9,6619,045+616+7%$742.7K$784.5K+$41.8K2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
INCREASED9,6227,843+1,779+23%$644.0K$781.3K+$137.3K2026-10-15
CX Institutional
DECREASED9,555894,736-885,181-99%$73.5K$776-$72.7K2026-10-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED9,4369,43600%$774.8K$766.2K-$8.6K2026-10-27
Barrett & Company, Inc.
INCREASED9,3499,323+26+0%$765.5K$759.1K-$6.4K2026-10-22
Financial Perspectives, Inc
NEW9,329—+9,329——$757.5K—2026-11-03
Moneco Advisors, LLC
DECREASED9,2849,539-255-3%$783.2K$753.9K-$29.3K2026-11-05
Independence Financial Advisors, LLC
DECREASED9,25612,245-2,989-24%$1.0M$751.6K-$253.9K2026-10-08
Canopy Partners, LLC
INCREASED9,2118,499+712+8%$697.9K$748.0K+$50.1K2026-10-28
Traynor Capital Management, Inc.
UNCHANGED9,2009,20000%$755.4K$747.0K-$8.4K2026-10-29
Bond & Devick Financial Network, Inc.
INCREASED9,1628,674+488+6%$712.2K$744.0K+$31.7K2026-10-23
New South Capital Management Inc
UNCHANGED9,1259,12500%$749.3K$741.0K-$8.3K2026-11-05
Mezzasalma Advisors, LLC
INCREASED9,1018,525+576+7%$700.0K$739.0K+$39.0K2026-10-14
Krilogy Financial LLC
UNCHANGED9,0529,05200%$743.3K$734.8K-$8.5K2026-10-13
Sowell Financial Services LLC
INCREASED9,0308,960+70+1%$735.7K$733.2K-$2.5K2026-10-23
Benedict Financial Advisors Inc
DECREASED8,98913,510-4,521-33%$1.1M$729.9K-$379.4K2026-10-07
Bright Financial Advisors, Inc.
DECREASED8,8559,025-170-2%$741.0K$719.0K-$22.0K2026-10-23
Fjell Capital, LLC
NEW8,694—+8,694——$705.9K—2026-10-13
Old National Bancorp
UNCHANGED8,6878,68700%$713.3K$705.4K-$7.9K2026-10-20
Crestwood Advisors Group, LLC
INCREASED8,6128,354+258+3%$685.9K$699.3K+$13.3K2026-10-27
Bingham Private Wealth, LLC
INCREASED8,6038,406+197+2%$690.2K$698.6K+$8.3K2026-11-05
Clear Creek Financial Management, LLC
DECREASED8,5678,580-130%$704.5K$695.7K-$8.8K2026-10-28
Capital Investment Advisory Services, LLC
DECREASED8,5399,236-697-8%$758.4K$693.0K-$65.4K2026-10-30
North Capital, Inc.
INCREASED8,4957,485+1,010+13%$614.6K$689.7K+$75.1K2026-10-16
SkyOak Wealth, LLC
UNCHANGED8,3868,38600%$688.6K$680.9K-$7.6K2026-10-28
Gouws Capital LLC
UNCHANGED8,3008,30000%$681.5K$674.0K-$7.6K2026-10-09
Obermeyer Wealth Partners
DECREASED8,2188,867-649-7%$728.1K$667.3K-$60.8K2026-10-21
Pinnacle Associates LTD
INCREASED8,0757,050+1,025+15%$578.9K$655.7K+$76.8K2026-10-20
Factor Wealth Management LTD
DECREASED8,0528,856-804-9%$727.1K$653.8K-$73.4K2026-10-08
Level Four Advisory Services, LLC
INCREASED8,0137,944+69+1%$652.3K$650.7K-$1.6K2026-11-06
Csenge Advisory Group
INCREASED7,9335,629+2,304+41%$462.2K$644.2K+$182.0K2026-11-04
Peddock Capital Advisors, LLC
INCREASED7,9296,928+1,001+14%$568.9K$643.8K+$74.9K2026-10-16
Burke & Herbert Bank & Trust Co
DECREASED7,9248,119-195-2%$666.7K$643.4K-$23.2K2026-11-02
Beacon Financial Group
DECREASED7,8748,353-479-6%$685.9K$639.4K-$46.5K2026-10-19
Purus Wealth Management, LLC
INCREASED7,7867,780+6+0%$638.8K$632.2K-$6.6K2026-10-15
Element Pointe Advisors, LLC
DECREASED7,717332,037-324,320-98%$27.3M$626.6K-$26.6M2026-10-21
Modera Wealth Management, LLC
UNCHANGED7,6957,69500%$631.8K$624.9K-$6.9K2026-10-28
Retirement Planning Group, LLC
INCREASED7,6435,831+1,812+31%$478.8K$620.6K+$141.8K2026-10-19
Seed Wealth Management, Inc.
INCREASED7,5754,200+3,375+80%$344.9K$615.1K+$270.2K2026-10-20
Live Oak Private Wealth LLC
UNCHANGED7,5037,50300%$616.1K$609.2K-$6.8K2026-11-02
SBI Securities Co., Ltd.
DECREASED7,47514,989-7,514-50%$1.2M$607.0K-$623.8K2026-10-22
Avail Investment Partners, LLC
DECREASED7,4428,429-987-12%$692.1K$604.3K-$87.8K2026-10-16
Klingman & Associates, LLC
UNCHANGED7,4387,43800%$610.7K$604.0K-$6.8K2026-10-20
A. D. Beadell Investment Counsel, Inc.
DECREASED7,4307,462-320%$612$603-$92026-10-14
Mccarter Private Wealth Services LLC
INCREASED7,3035,643+1,660+29%$463.4K$593.0K+$129.6K2026-10-22
Pekin Hardy Strauss, Inc.
INCREASED7,2805,980+1,300+22%$491.0K$591.1K+$100.1K2026-11-02
Capital Asset Advisory Services LLC
DECREASED7,2757,355-80-1%$603.9K$593.1K-$10.9K2026-10-30
Diversified Management Inc
UNCHANGED7,2287,22800%$593.5K$586.9K-$6.6K2026-10-08
Presilium Private Wealth, LLC
DECREASED7,19912,784-5,585-44%$1.0M$584.5K-$465.1K2026-10-26
SeaBridge Investment Advisors LLC
DECREASED7,19110,699-3,508-33%$878.5K$583.9K-$294.6K2026-11-02
180 Wealth Advisors, LLC
DECREASED7,1077,387-280-4%$606.5K$577.1K-$29.5K2026-11-03
Stordahl Capital Management, Inc.
DECREASED7,0817,557-476-6%$620.5K$575.0K-$45.5K2026-10-22
Avidian Wealth Enterprises, LLC
INCREASED7,0055,402+1,603+30%$443.6K$568.8K+$125.3K2026-10-08
Spectrum Asset Management, Inc. (NB )
UNCHANGED7,0007,00000%$574.8K$568.4K-$6.4K2026-10-19
CoreCap Advisors, LLC
DECREASED6,9927,808-816-10%$641.2K$567.8K-$73.4K2026-10-08
Burford Brothers, Inc.
NEW6,709—+6,709——$544.8K—2026-10-21
Fort Washington Investment Advisors Inc
UNCHANGED6,6396,63900%$545.1K$539.1K-$6.0K2026-10-15
Fiduciary Alliance LLC
DECREASED6,6106,805-195-3%$558.8K$536.7K-$22.0K2026-10-13
Acropolis Investment Management, LLC
DECREASED6,5809,787-3,207-33%$803.6K$534.3K-$269.3K2026-10-08
Buckhead Capital Management LLC
DECREASED6,5726,699-127-2%$550.1K$533.6K-$16.4K2026-11-03
Koshinski Asset Management, Inc.
DECREASED6,4896,609-120-2%$542.7K$526.9K-$15.8K2026-10-29
WJ Wealth Management, LLC
DECREASED6,3657,490-1,125-15%$615.0K$516.8K-$98.2K2026-11-03
Northwest Wealth Management, LLC
DECREASED6,2866,805-519-8%$558.8K$510.4K-$48.4K2026-10-30
Jeter Robert S II
NEW6,230—+6,230——$505.8K—2026-10-16
Quattro Financial Advisors LLC
UNCHANGED6,2306,23000%$511.5K$505.9K-$5.7K2026-10-15
Montecito Bank & Trust
UNCHANGED6,2236,22300%$511.0K$505.3K-$5.7K2026-10-01
Simplex Trading, LLC
NEW6,214—+6,214——$504.6K—2026-11-04
Portside Wealth Group, LLC
INCREASED6,1965,166+1,030+20%$424.2K$503.1K+$78.9K2026-10-20
Stephens Group Asset Management, LLC
UNCHANGED6,1886,18800%$508.1K$502.5K-$5.6K2026-10-09
Woodward Diversified Capital, LLC
INCREASED6,1516,106+45+1%$501.4K$499.5K-$1.9K2026-10-21
Pinnacle Wealth Management Group, Inc.
DECREASED6,0166,116-100-2%$502.2K$488.5K-$13.7K2026-10-15
Brickley Wealth Management
INCREASED5,9515,804+147+3%$476.6K$483.2K+$6.7K2026-11-04
Woodmont Investment Counsel LLC
INCREASED5,9455,917+28+0%$485.8K$482.7K-$3.1K2026-10-29
Quadrant Private Wealth Management, LLC
NEW5,891—+5,891——$478.3K—2026-11-04
Trust Co
UNCHANGED5,8565,85600%$480.8K$475.5K-$5.3K2026-10-09
Klaas Financial Asset Advisors, LLC
DECREASED5,8377,251-1,414-19%$595.4K$474.0K-$121.4K2026-10-19
Biltmore Wealth Management, LLC
INCREASED5,7775,484+293+5%$450.3K$469.1K+$18.8K2026-10-09
Barr E S & Co
UNCHANGED5,7755,77500%$474.2K$468.9K-$5.3K2026-11-06
Alliance Wealth Advisors, LLC
INCREASED5,7185,092+626+12%$418.1K$464.3K+$46.2K2026-10-28
Bdfs Capital LLC
NEW5,671—+5,671——$460.5K—2026-10-14
HFG Wealth Management, LLC
UNCHANGED5,6495,64900%$463.8K$463.8K$02026-10-16
Fonville Wealth Management LLC
INCREASED5,5985,295+303+6%$434.8K$454.6K+$19.8K2026-10-28
Secure Asset Management, LLC
DECREASED5,5605,675-115-2%$465.9K$451.5K-$14.5K2026-10-19
Cherry Tree Wealth Management, LLC
UNCHANGED5,5415,54100%$455.0K$449.9K-$5.0K2026-10-15
PFG Advisors
DECREASED5,5165,791-275-5%$475.5K$447.9K-$27.6K2026-10-16
GK Wealth Management LLC
INCREASED5,4714,220+1,251+30%$346.5K$444.3K+$97.8K2026-10-09
Inman Jager Wealth Management, LLC
INCREASED5,4624,871+591+12%$400.0K$443.5K+$43.6K2026-11-05
Weaver Consulting Group
DECREASED5,4475,672-225-4%$465.7K$442.3K-$23.4K2026-10-07
Larson Financial Group LLC
DECREASED5,38211,790-6,408-54%$968.1K$437.0K-$531.1K2026-11-05
Raab & Moskowitz Asset Management LLC
DECREASED5,3565,444-88-2%$447.0K$434.9K-$12.1K2026-11-02
Twele Capital Management, Inc.
UNCHANGED5,3565,35600%$439.8K$434.9K-$4.9K2026-10-13
Certuity, LLC
NEW5,320—+5,320——$432.0K—2026-11-02
Bryn Mawr Trust Advisors, LLC
DECREASED5,2845,320-36-1%$436.8K$429.1K-$7.7K2026-11-04
Intrua Financial, LLC
DECREASED5,21245,657-40,445-89%$3.7M$423.2K-$3.3M2026-10-28
Analyst IMS Investment Management Services Ltd.
DECREASED5,1985,298-100-2%$435.0K$422.0K-$13.0K2026-11-05
Postrock Partners LLC
UNCHANGED5,1925,19200%$426.3K$421.6K-$4.7K2026-11-02
Victory Financial Group, LLC
INCREASED5,1313,121+2,010+64%$256.3K$416.6K+$160.4K2026-10-27
Range Financial Group LLC
INCREASED5,0974,790+307+6%$393.3K$413.8K+$20.5K2026-10-21
North Star Investment Management Corp.
INCREASED5,0725,071+1+0%$416.3K$411.8K-$4.5K2026-10-27
Kelly Financial Group LLC
DECREASED5,0655,188-123-2%$426.0K$411.3K-$14.7K2026-10-16
Heck Capital Advisors, LLC
DECREASED5,036114,688-109,652-96%$9.4M$408.9K-$9.0M2026-10-14
First Affirmative Financial Network
NEW5,000—+5,000——$406.0K—2026-10-21
Boyd Watterson Asset Management LLC
UNCHANGED5,0005,00000%$410.6K$406.0K-$4.6K2026-11-06
TCP Asset Management, LLC
INCREASED4,9564,952+4+0%$406.6K$401.7K-$4.9K2026-10-14
Epiq Partners, LLC
DECREASED4,9266,996-2,070-30%$574.4K$400.0K-$174.5K2026-10-07
Fiduciary Financial Group, LLC
INCREASED4,8873,538+1,349+38%$290.5K$396.8K+$106.3K2026-10-13
Lantern Wealth Advisors, LLC
NEW4,881—+4,881——$396.3K—2026-10-22
American Institute for Advanced Investment Management, LLP
INCREASED4,8804,530+350+8%$372.0K$396.3K+$24.3K2026-11-03
LEE Danner & Bass Inc
UNCHANGED4,8654,86500%$399.5K$395.0K-$4.4K2026-10-27
Diversified Trust Co
NEW4,801—+4,801——$389.9K—2026-11-06
Eagle Strategies LLC
INCREASED4,7644,758+6+0%$390.7K$386.9K-$3.8K2026-10-16
TrueWealth Advisors, LLC
UNCHANGED4,6854,68500%$384.7K$380.4K-$4.3K2026-10-09
Stanley-Laman Group, Ltd.
INCREASED4,6564,637+19+0%$380.8K$378.1K-$2.7K2026-10-20
Resonant Capital Advisors, LLC
UNCHANGED4,6354,63500%$380.6K$376.4K-$4.2K2026-10-15
Rational Advisors, Inc.
INCREASED4,6201,463+3,157+216%$120.1K$375.1K+$255.0K2026-11-02
Valen Private Capital, LLC
NEW4,617—+4,617——$374.9K—2026-10-23
Sagespring Wealth Partners, LLC
INCREASED4,5823,781+801+21%$310.5K$372.1K+$61.6K2026-10-22
Kesler, Norman & Wride, LLC
INCREASED4,5784,519+59+1%$371.1K$371.7K+$6082026-11-06
M Holdings Securities, Inc.
NEW4,560—+4,560——$371.0K—2026-11-03
Private Trust Co NA
DECREASED4,5364,551-150%$373.7K$368.3K-$5.4K2026-10-20
Banque Pictet & CIE SA
UNCHANGED4,5284,52800%$371.8K$367.7K-$4.1K2026-10-16
IFC & Insurance Marketing, Inc.
INCREASED4,5103,739+771+21%$307.0K$366.2K+$59.2K2026-10-16
Prime Capital Investment Advisors, LLC
DECREASED4,4584,484-26-1%$368.2K$362.0K-$6.2K2026-10-20
First Community Trust NA
DECREASED4,45711,760-7,303-62%$965.6K$361.9K-$603.7K2026-10-07
Pathway Financial Advisors LLC
UNCHANGED4,4004,40000%$360.5K$357.3K-$3.3K2026-10-07
Whalen Wealth Management Inc.
DECREASED4,39326,714-22,321-84%$2.2M$356.7K-$1.8M2026-10-08
Juno Financial Group LLC
INCREASED4,3804,341+39+1%$356.5K$355.7K-$7832026-10-27
Novem Group
INCREASED4,3744,338+36+1%$356.2K$355.2K-$1.0K2026-10-19
Flagstar Securities, Inc
DECREASED4,3044,354-50-1%$357.5K$349.5K-$8.0K2026-10-15
Columbia Bank
DECREASED4,2374,809-572-12%$394.9K$344.0K-$50.8K2026-10-29
Equity Wealth Partners, LLC
INCREASED4,2234,171+52+1%$342.5K$342.9K+$4572026-10-26
Wernau Asset Management Inc.
UNCHANGED4,2074,20700%$345.4K$341.6K-$3.8K2026-10-19
Merited Wealth, LLC
DECREASED4,1976,048-1,851-31%$496.6K$340.8K-$155.8K2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED4,1954,171+24+1%$342.5K$340.6K-$1.8K2026-10-21
Clearstead Trust, LLC
DECREASED4,1934,197-40%$344.6K$340.5K-$4.1K2026-11-06
Joseph P. Lucia & Associates, LLC
UNCHANGED4,1564,15600%$341.3K$337.5K-$3.8K2026-10-30
Aerodigm Wealth, LLC
NEW4,146—+4,146——$336.7K—2026-10-16
Wealth Effects LLC
INCREASED4,1394,067+72+2%$333.9K$336.1K+$2.1K2026-10-23
Alternative Investment Advisors, Llc.
DECREASED4,1134,769-656-14%$391.6K$334.1K-$57.5K2026-11-03
Washington Trust Bank
NEW4,088—+4,088——$331.9K—2026-11-03
Patriot Financial Group Insurance Agency, LLC
INCREASED4,0803,098+982+32%$254.4K$331.3K+$76.9K2026-10-14
Lester Murray Antman dba SimplyRich
NEW4,060—+4,060——$329.7K—2026-11-06
Stapp Wealth Management, Pllc
DECREASED4,05713,377-9,320-70%$1.1M$329.4K-$769.0K2026-10-15
Howard Financial Services, Ltd.
DECREASED4,0085,650-1,642-29%$463.9K$325.5K-$138.5K2026-10-15
New Wave Wealth Advisors LLC
NEW3,970—+3,970——$322.3K—2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED3,9463,730+216+6%$306.2K$320.4K+$14.2K2026-10-26
Harbour Capital Advisors, LLC
INCREASED3,9403,420+520+15%$280.0K$319.9K+$39.9K2026-10-13
Gerber Kawasaki Wealth & Investment Management
INCREASED3,8232,165+1,658+77%$177.8K$310.4K+$132.7K2026-10-29
Ascentis Wealth Management, LLC
NEW3,809—+3,809——$309.3K—2026-11-03
BAM Wealth Management, LLC
INCREASED3,8082,712+1,096+40%$222.7K$309.2K+$86.5K2026-10-15
DeDora Capital, Inc.
UNCHANGED3,7793,77900%$310.3K$306.9K-$3.4K2026-10-26
Avaii Wealth Management, LLC
INCREASED3,7563,517+239+7%$288.8K$304.4K+$15.6K2026-10-09
Castleview Partners, LLC
INCREASED3,7533,438+315+9%$282.3K$304.8K+$22.5K2026-10-09
Tempus Wealth Planning, LLC
UNCHANGED3,7423,74200%$307.3K$303.9K-$3.4K2026-10-14
Synergy Asset Management, LLC
DECREASED3,7355,234-1,499-29%$429.8K$303.3K-$126.5K2026-11-05
Frankly Finances, LLC
INCREASED3,7201,920+1,800+94%$157.7K$302.1K+$144.4K2026-10-28
Magnus Financial Group LLC
DECREASED3,7125,334-1,622-30%$438.0K$301.4K-$136.5K2026-10-21
LJI Wealth Management, LLC
NEW3,699—+3,699——$300.4K—2026-10-28
FCG Investment Co
NEW3,684—+3,684——$299.2K—2026-10-13
Chicago Partners Investment Group LLC
INCREASED3,6773,622+55+2%$296.2K$299.6K+$3.5K2026-10-27
Global View Capital Management LLC
INCREASED3,6393,353+286+9%$275.3K$295.5K+$20.2K2026-10-28
Advisor OS, LLC
DECREASED3,6093,840-231-6%$315.3K$293.1K-$22.2K2026-11-03
TPG Advisors LLC
UNCHANGED3,6073,60700%$296.2K$292.9K-$3.3K2026-10-16
Net Worth Advisory Group
DECREASED3,5883,780-192-5%$310.4K$291.0K-$19.4K2026-10-20
Core Wealth Partners LLC
DECREASED3,5774,095-518-13%$336.3K$290.4K-$45.8K2026-11-02
Cadinha & Co LLC
INCREASED3,5673,564+3+0%$292.6K$289.6K-$3.0K2026-10-22
ETF Store, Inc.
INCREASED3,5633,531+32+1%$289.9K$289.3K-$6372026-10-19
Values First Advisors, Inc.
DECREASED3,5226,096-2,574-42%$500.5K$286.0K-$214.5K2026-10-23
BridgePort Financial Solutions, LLC
INCREASED3,5223,361+161+5%$276.0K$286.0K+$10.0K2026-11-02
Claro Advisors Inc.
DECREASED3,4973,647-150-4%$299.5K$284.0K-$15.5K2026-11-02
Bluedoor Private Wealth, LLC
DECREASED3,4884,578-1,090-24%$375.9K$283.2K-$92.7K2026-11-05
Insight Advisors, LLC/ PA
NEW3,458—+3,458——$280.8K—2026-10-22
Elmwood Wealth Management, Inc.
UNCHANGED3,4343,43400%$281.9K$278.8K-$3.1K2026-10-14
Independence Wealth Advisors, LLC
UNCHANGED3,4113,41100%$280.1K$277.0K-$3.1K2026-10-29
Financial Solutions Advisory Group, Inc.
UNCHANGED3,4003,40000%$278.5K$276.6K-$1.9K2026-10-28
Fortem Financial Group, LLC
DECREASED3,3963,640-244-7%$298.9K$275.8K-$23.1K2026-10-20
Arista Wealth Management, LLC
NEW3,381—+3,381——$274.5K—2026-10-29
BAR Harbor Wealth Management
INCREASED3,3682,868+500+17%$235.5K$273.5K+$38.0K2026-10-21
Occidental Asset Management, LLC
DECREASED3,3403,497-157-4%$287.1K$271.2K-$15.9K2026-11-05
Quartz Partners, LLC
DECREASED3,3363,706-370-10%$304.3K$270.9K-$33.4K2026-11-03
Joel Isaacson & Co., LLC
INCREASED3,2963,275+21+1%$268.9K$267.6K-$1.3K2026-11-05
Lyell Wealth Management, LP
INCREASED3,2883,063+225+7%$251.5K$267.0K+$15.5K2026-10-30
Smith Thornton Advisors LLC
UNCHANGED3,2813,28100%$268.4K$266.4K-$1.9K2026-10-16
Pacific Excel Wealth Advisors, Inc.
NEW3,279—+3,279——$266.3K—2026-10-27
Veracity Capital LLC
INCREASED3,2063,146+60+2%$258.3K$260.4K+$2.0K2026-10-08
Noble Wealth Management PBC
DECREASED3,1994,149-950-23%$340.7K$259.8K-$80.9K2026-10-01
Arkfeld Wealth Strategies, L.L.C.
INCREASED3,1483,134+14+0%$257.0K$255.5K-$1.5K2026-10-19
Etesian Wealth Advisors, Inc.
UNCHANGED3,1323,13200%$257.2K$254.3K-$2.9K2026-10-27
Cynosure Group, LLC
UNCHANGED3,0663,06600%$251.7K$249.0K-$2.8K2026-11-03
Cypress Capital Group
UNCHANGED3,0573,05700%$251.0K$248.2K-$2.8K2026-11-03
Thrivent Financial for Lutherans
NEW3,056—+3,056——$248.0K—2026-11-05
Acima Private Wealth, LLC
NEW3,049—+3,049——$247.6K—2026-10-05
Powerhouse Assets LLC
INCREASED3,0483,046+2+0%$250.1K$247.5K-$2.6K2026-10-19
Autumn Glory Partners, LLC
UNCHANGED3,0423,04200%$249.8K$247.0K-$2.8K2026-10-26
Triad Wealth Partners, LLC
DECREASED3,0245,118-2,094-41%$418.5K$245.6K-$172.9K2026-10-26
Avalon Advisory Group
NEW3,023—+3,023——$245.5K—2026-10-20
Arkansas Financial Group, Inc.
INCREASED3,0022,915+87+3%$239.4K$243.8K+$4.4K2026-10-26
Darrow Company, Inc.
DECREASED2,9953,244-249-8%$266.4K$243.2K-$23.2K2026-10-22
Beacon Financial Advisory LLC
DECREASED2,9823,119-137-4%$256.1K$242.1K-$14.0K2026-10-16
International Assets Investment Management, LLC
DECREASED2,9433,280-337-10%$268.5K$238.7K-$29.8K2026-11-02
SWP Financial LLC
DECREASED2,9362,963-27-1%$243.3K$238.4K-$4.9K2026-10-23
Cornerstone Wealth Group, LLC
NEW2,924—+2,924——$237.4K—2026-11-02
Central Pacific Bank - Trust Division
UNCHANGED2,9202,92000%$239.8K$237.1K-$2.7K2026-10-06
J2 Capital Management Inc
DECREASED2,9192,970-51-2%$243.9K$237.0K-$6.8K2026-10-19
MGO One Seven LLC
DECREASED2,9054,195-1,290-31%$344.5K$235.9K-$108.6K2026-10-28
Cassaday & Co Wealth Management LLC
INCREASED2,902325+2,577+793%$26.7K$235.6K+$209.0K2026-10-27
Dutch Asset Corp
UNCHANGED2,8842,88400%$236.9K$234.3K-$2.6K2026-10-20
BIP Wealth, LLC
DECREASED2,8782,907-29-1%$238.7K$233.7K-$5.0K2026-10-22
Eastern Bank
INCREASED2,867267+2,600+974%$21.9K$232.8K+$210.9K2026-10-05
Market Street Wealth Management Advisors LLC
INCREASED2,8492,842+7+0%$233.4K$231.3K-$2.0K2026-10-09
Creative Financial Designs Inc
DECREASED2,8253,582-757-21%$294.1K$229.4K-$64.7K2026-11-04
Centurion Wealth Management LLC
INCREASED2,8202,813+7+0%$231.0K$229.0K-$2.0K2026-10-13
Trust Co of Vermont
INCREASED2,8102,573+237+9%$211.3K$228.2K+$16.9K2026-10-21
Pacific Center for Financial Services
DECREASED2,7974,880-2,083-43%$400.7K$227.1K-$173.6K2026-10-15
Riverbend Wealth Management, LLC
NEW2,778—+2,778——$225.6K—2026-10-15
Beverly Hills Private Wealth, LLC
DECREASED2,7543,014-260-9%$247.4K$223.6K-$23.9K2026-11-04
SYM Financial Corp
NEW2,750—+2,750——$223.3K—2026-10-26
SimpliFi, Inc.
INCREASED2,7322,707+25+1%$222.3K$221.8K-$4892026-10-28
One Plus One Wealth Management, LLC
DECREASED2,70315,043-12,340-82%$1.2M$219.5K-$1.0M2026-10-16
R2 Capital Strategies, LLC
DECREASED2,7022,718-16-1%$223.2K$219.4K-$3.7K2026-10-15
Diversified Portfolios, Inc.
DECREASED2,7005,910-3,210-54%$485.2K$219.2K-$266.0K2026-11-04
Blueline Advisors LLC
INCREASED2,6721,501+1,171+78%$123.2K$217.0K+$93.7K2026-10-15
Ergawealth Advisors, Inc.
UNCHANGED2,6712,67100%$219.3K$216.9K-$2.4K2026-10-21
Vista Investment Partners II, LLC
INCREASED2,6272,436+191+8%$200.0K$213.3K+$13.3K2026-10-15
KPP Advisory Services LLC
NEW2,618—+2,618——$212.6K—2026-10-26
GreatBanc Trust Co
UNCHANGED2,5752,57500%$211.4K$209.1K-$2.3K2026-11-04
Quadcap Wealth Management, LLC
NEW2,566—+2,566——$208.4K—2026-11-02
Sanchez Gaunt Capital Management, LLC
INCREASED2,5542,488+66+3%$204.3K$207.4K+$3.1K2026-11-03
Hickory Point Bank & Trust
UNCHANGED2,5212,52100%$207.0K$204.7K-$2.3K2026-10-01
Wesbanco Bank Inc
DECREASED2,5177,282-4,765-65%$597.9K$204.4K-$393.5K2026-11-04
Hummer Financial Advisory Services Inc
UNCHANGED2,5002,50000%$205.3K$203.0K-$2.3K2026-10-09
High Net Worth Advisory Group LLC
UNCHANGED2,5002,50000%$205.3K$203.0K-$2.3K2026-10-26
Mandatum Life Insurance Co Ltd
UNCHANGED2,4702,47000%$202.8K$200.6K-$2.2K2026-11-06
Redwood Park Advisors LLC
NEW2,453—+2,453——$199.2K—2026-11-02
Covestor Ltd
DECREASED2,3016,350-4,049-64%$521.0K$187-$520.8K2026-10-30
NBH Bank
INCREASED2,1692,049+120+6%$168.2K$176.1K+$7.9K2026-11-05
Peck Wealth Management, LLC
INCREASED2,100900+1,200+133%$73.9K$170.5K+$96.6K2026-10-29
Richards, Merrill & Peterson, Inc.
UNCHANGED2,0722,07200%$170.1K$168.2K-$1.9K2026-10-19
Triumph Capital Management
INCREASED2,0541,767+287+16%$145.1K$166.8K+$21.7K2026-10-14
Signaturefd, LLC
DECREASED2,0515,035-2,984-59%$413.4K$166.5K-$246.9K2026-10-23
Financial Network Wealth Advisors LLC
INCREASED2,0231,446+577+40%$118.7K$164.3K+$45.5K2026-10-28
GHP Investment Advisors, Inc.
DECREASED1,9922,132-140-7%$175.1K$161.8K-$13.3K2026-10-15
Elyxium Wealth, LLC
NEW1,730—+1,730——$140.5K—2026-10-27
Ameliora Wealth Management Ltd.
UNCHANGED1,7301,73000%$142.1K$140.5K-$1.6K2026-10-23
Compass Financial Management LLC
UNCHANGED1,6121,61200%$132.3K$130.9K-$1.4K2026-10-30
Provenance Wealth Advisors, LLC
NEW1,598—+1,598——$129.8K—2026-10-30
1620 Investment Advisors, Inc.
DECREASED1,5391,589-50-3%$130.5K$125.0K-$5.5K2026-11-04
Finley Financial, LLC
UNCHANGED1,5351,53500%$126.0K$124.5K-$1.6K2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED1,4271,42700%$117.2K$115.9K-$1.3K2026-10-23
Rudd Co d/b/a Styre Wealth
NEW1,398—+1,398——$113.7K—2026-10-29
Essential Partners LLC
INCREASED1,3871,375+12+1%$112.9K$112.6K-$2472026-10-14
Horizons Wealth Management
NEW1,323—+1,323——$107.4K—2026-10-05
Tower View Wealth Management LLC
INCREASED1,2551,244+11+1%$102.1K$101.9K-$2252026-10-23
Parkside Financial Bank & Trust
UNCHANGED1,2551,25500%$103.0K$101.9K-$1.1K2026-10-27
Caldwell Trust Co
UNCHANGED1,2491,24900%$102.6K$101.4K-$1.1K2026-10-30
Silver Grove Financial Group, Inc.
INCREASED1,238619+619+100%$50.8K$100.5K+$49.7K2026-11-05
Sima Wealth Partners, LLC
DECREASED1,2351,300-65-5%$106.8K$100.3K-$6.5K2026-10-19
Gables Capital Management Inc.
UNCHANGED1,2041,20400%$98.9K$97.8K-$1.1K2026-11-04
Grove Bank & Trust
UNCHANGED1,2001,20000%$98.5K$97.4K-$1.1K2026-10-08
Centerpoint Advisors, LLC
UNCHANGED1,1691,16900%$96.0K$95.0K-$1.0K2026-11-05
Tompkins Financial Corp
UNCHANGED1,1001,10000%$90.3K$89.3K-$1.0K2026-10-05
Axiom Investment Management LLC
UNCHANGED1,0011,00100%$82.2K$81.3K-$9102026-11-03
Cape Investment Advisory, Inc.
DECREASED9672,271-1,304-57%$186.5K$78.5K-$108.0K2026-10-13
Flagship Wealth Advisors, LLC
NEW917—+917——$74.5K—2026-11-03
Holos Integrated Wealth LLC
INCREASED910802+108+13%$65.6K$74.0K+$8.3K2026-10-23
Phillips Financial Management, LLC
UNCHANGED89789700%$73.7K$72.8K-$8172026-10-19
Key Capital Management, Inc
NEW779—+779——$63.3K—2026-11-03
Highline Wealth Partners LLC
DECREASED7171,165-448-38%$95.7K$58.2K-$37.4K2026-10-19
Asset Dedication, LLC
UNCHANGED65765700%$53.9K$53.3K-$5982026-11-03
Buck Wealth Strategies, LLC
DECREASED648716-68-9%$58.8K$52.6K-$6.1K2026-10-28
Chilton Capital Management LLC
UNCHANGED64064000%$52.6K$52.0K-$5832026-10-28
Balentine LLC
NEW615—+615——$49.9K—2026-11-03
Latitude Advisors, LLC
NEW612—+612——$49.7K—2026-10-27
WestEnd Advisors, LLC
NEW600—+600——$48.7K—2026-10-27
IFS Advisors, LLC
UNCHANGED60060000%$49.3K$48.7K-$5462026-10-14
Breakwater Investment Management
UNCHANGED55355300%$45.4K$44.9K-$5032026-10-20
Union Savings Bank
UNCHANGED54454400%$44.7K$44.2K-$4952026-10-14
CFG Wealth Management Services, Inc.
NEW520—+520——$42.2K—2026-10-21
SRH Advisors, LLC
UNCHANGED50050000%$41.1K$40.6K-$4552026-10-22
Catherine Avery Investment Management LLC
INCREASED4998+491+6138%$657$40.5K+$39.9K2026-10-14
Nvest Wealth Strategies, Inc.
INCREASED486223+263+118%$18.3K$39.5K+$21.2K2026-10-14
Beacon Financial Strategies Corp
UNCHANGED46046000%$37.8K$37.4K-$4192026-10-14
Hughes Financial Services, LLC
INCREASED447121+326+269%$9.9K$36.5K+$26.5K2026-10-30
Bank of New Hampshire
DECREASED428538-110-20%$44.2K$34.8K-$9.4K2026-10-06
Roxbury Financial LLC
DECREASED422436-14-3%$35.8K$34.3K-$1.5K2026-10-01
Wealth Analytics Partners, LLC
NEW416—+416——$33.8K—2026-10-19
Weaver Capital Management LLC
NEW413—+413——$33.5K—2026-10-15
Valley National Advisers Inc
UNCHANGED40040000%$32.8K$32.5K-$3642026-10-23
Jnba Financial Advisors
UNCHANGED39539500%$32.4K$32.1K-$3602026-11-03
Bear Mountain Capital, Inc.
UNCHANGED37937900%$31.1K$30.8K-$2162026-11-04
Central Trust Co
UNCHANGED37437400%$30.7K$30.4K-$3412026-11-05
Fortis Group Advisors, LLC
DECREASED3492,833-2,484-88%$232.6K$28.3K-$204.3K2026-11-06
Mather Group, Llc.
DECREASED347487-140-29%$40.0K$28.2K-$11.8K2026-10-14
West Branch Capital LLC
INCREASED343340+3+1%$27.9K$27.8K-$612026-10-20
Pflug Koory, LLC
INCREASED342340+2+1%$27.9K$27.8K-$942026-10-26
Planning Strategies Inc.
UNCHANGED31231200%$25.6K$25.3K-$2842026-10-02
Lodestone Wealth Management LLC
DECREASED307350-43-12%$28.8K$25.0K-$3.8K2026-10-14
Cordgrass Capital Advisors, LLC
UNCHANGED30430400%$25.0K$24.7K-$2762026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2684,550-4,282-94%$373.6K$21.8K-$351.8K2026-10-14
Physician Wealth Advisors, Inc.
INCREASED267265+2+1%$21.7K$21.7K-$482026-10-20
Armor Investment Advisors, LLC
UNCHANGED26726700%$21.9K$21.7K-$2432026-10-27
Concord Wealth Partners
INCREASED262261+1+0%$21.4K$21.3K-$1572026-11-02
First Bancorp, Inc
INCREASED23183+148+178%$6.8K$18.8K+$11.9K2026-10-26
Hanson & Doremus Investment Management
UNCHANGED22622600%$19$18-$12026-10-16
Nfsg Corp
DECREASED200858-658-77%$70.5K$16.2K-$54.2K2026-10-15
Y.D. More Investments Ltd
UNCHANGED20020000%$16.4K$16.2K-$1822026-11-02
3 Factor Indexing, LLC
UNCHANGED17217200%$14.1K$14.0K-$1562026-10-15
Indiana Trust & Investment Management Co
UNCHANGED17017000%$14.0K$13.8K-$1552026-10-22
Blue Trust, Inc.
NEW167—+167——$13.6K—2026-10-15
Ashton Thomas Securities, LLC
NEW166—+166——$13.5K—2026-10-26
Trust Co of Toledo NA
UNCHANGED16516500%$13.5K$13.4K-$1502026-10-16
Wilkerson Advisory Group LLC
UNCHANGED16116100%$13.2K$13.1K-$1472026-10-20
Richardson Financial Services Inc.
NEW150—+150——$12.2K—2026-10-30
UMB Private Wealth Management, LLC
NEW149—+149——$12.1K—2026-10-19
Jacobi Capital Management LLC
NEW141—+141——$11.5K—2026-11-05
Avion Wealth
UNCHANGED13513500%$11.0K$10-$11.0K2026-11-04
Mosley Wealth Management
INCREASED130129+1+1%$10.6K$10.6K-$112026-10-16
High Note Wealth, LLC
UNCHANGED12312300%$10.1K$10.0K-$1122026-10-27
Signature Equity Partners, LLC
UNCHANGED11111100%$9.1K$9.0K-$1012026-10-29
IMG Wealth Management, Inc.
INCREASED110109+1+1%$9.0K$9.0K-$192026-10-27
Arlington Trust Co LLC
UNCHANGED11011000%$9.0K$8.9K-$1002026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED10510500%$8.6K$8.5K-$962026-11-02
Princeton Global Asset Management LLC
UNCHANGED959500%$7.8K$7.7K-$862026-10-21
Wolff Wiese Magana LLC
UNCHANGED929200%$7.5K$7.4K-$832026-10-15
Gamma Investing LLC
NEW90—+90——$7.3K—2026-10-08
Independence Bank of Kentucky
UNCHANGED868600%$7.1K$7.0K-$782026-10-26
Archer Investment Corp
INCREASED8483+1+1%$6.8K$6.8K-$152026-11-05
Elevate Wealth Advisory, Inc
NEW83—+83——$6.7K—2026-10-29
Pinnacle Bancorp, Inc.
UNCHANGED818100%$6.7K$6.6K-$742026-10-21
Fairway Wealth LLC
NEW80—+80——$6.5K—2026-10-30
Horizon Financial Services, LLC
UNCHANGED757500%$6.2K$6.1K-$682026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED707000%$6$6$02026-11-04
Sawyer & Company, Inc
UNCHANGED656500%$5.3K$5.3K-$592026-10-21
Friedenthal Financial
UNCHANGED555500%$4.5K$4.5K-$512026-10-27
Reicon Wealth Advisors, LLC
UNCHANGED505000%$4.1K$4.1K-$462026-11-04
City State Bank
DECREASED4287-45-52%$7.1K$3.4K-$3.7K2026-10-20
Rosenberg Matthew Hamilton
UNCHANGED363600%$3.0K$2.9K-$332026-10-05
Beacon Capital Management, Inc.
NEW34—+34——$2.8K—2026-10-13
Reyes Financial Architecture, Inc.
UNCHANGED323200%$2.6K$2.6K-$302026-10-22
Nova Financial LLC
NEW27—+27——$2.2K—2026-11-04
First United Bank & Trust
UNCHANGED252500%$2.1K$2.0K-$232026-10-22
Rakuten Securities, Inc.
DECREASED1529-14-48%$2.4K$1.2K-$1.2K2026-11-02
Nemes Rush Group LLC
UNCHANGED151500%$1.2K$1.2K-$142026-11-04
Townsend Asset Management Corp
UNCHANGED111100%$903$894-$92026-10-29
EverSource Wealth Advisors, LLC
DECREASED569-64-93%$5.7K$406-$5.3K2026-11-04
MTM Investment Management, LLC
NEW3—+3——$244—2026-10-30
Quest 10 Wealth Builders, Inc.
UNCHANGED3300%$246$244-$22026-11-02
Toth Financial Advisory Corp
DECREASED14-3-75%$329$82-$2472026-10-08
American Capital Advisory, LLC
UNCHANGED1100%$90$90$02026-10-28
Moisand Fitzgerald Tamayo, LLC
NEW0—0——$1—2026-10-15
CPR Investments Inc.
CLOSED074,577-74,577-100%$6.1M$0-$6.1M2026-10-26
One Day In July LLC
CLOSED064,742-64,742-100%$5.3M$0-$5.3M2026-10-30
PCG Asset Management, LLC
CLOSED056,418-56,418-100%$4.6M$0-$4.6M2026-11-05
Strata Wealth Advisors, LLC
CLOSED026,302-26,302-100%$2.2M$0-$2.2M2026-10-16
Union Bancaire Privee, UBP SA
CLOSED022,558-22,558-100%$1.9M$0-$1.9M2026-11-04
Surience Private Wealth LLC
CLOSED021,671-21,671-100%$1.8M$0-$1.8M2026-10-16
Legacy Wealth Asset Management, LLC
CLOSED021,095-21,095-100%$1.7M$0-$1.7M2026-10-09
N10 Wealth, LLC
CLOSED018,094-18,094-100%$1.5M$0-$1.5M2026-10-14
Davis-Rea Ltd.
CLOSED09,385-9,385-100%$770.6K$0-$770.6K2026-10-13
Private Client Services, LLC
CLOSED08,198-8,198-100%$673.1K$0-$673.1K2026-10-02
Baker Ellis Asset Management LLC
CLOSED07,176-7,176-100%$589.2K$0-$589.2K2026-10-14
BankPlus Trust Department
CLOSED05,641-5,641-100%$463.2K$0-$463.2K2026-11-06
Wellington Shields Capital Management, LLC
CLOSED04,775-4,775-100%$392.1K$0-$392.1K2026-11-03
Avestar Capital, LLC
CLOSED04,413-4,413-100%$362.3K$0-$362.3K2026-10-28
Marble Harbor Investment Counsel, LLC
CLOSED03,685-3,685-100%$302.6K$0-$302.6K2026-11-06
TBH Global Asset Management, LLC
CLOSED03,661-3,661-100%$300.6K$0-$300.6K2026-11-03
SAX Wealth Advisors, LLC
CLOSED03,592-3,592-100%$296.6K$0-$296.6K2026-10-13
Encompass More Asset Management
CLOSED03,030-3,030-100%$248.8K$0-$248.8K2026-10-16
HBW Advisory Services LLC
CLOSED02,998-2,998-100%$246.2K$0-$246.2K2026-10-15
Global Assets Advisory, LLC
CLOSED02,744-2,744-100%$224.6K$0-$224.6K2026-10-28
Beaumont Financial Advisors, LLC
CLOSED02,731-2,731-100%$224.2K$0-$224.2K2026-10-22
Lewis Asset Management, LLC
CLOSED02,671-2,671-100%$219.3K$0-$219.3K2026-10-14
Financial Discovery Group Inc
CLOSED02,526-2,526-100%$207.4K$0-$207.4K2026-11-03
Insight Wealth Partners, LLC
CLOSED02,516-2,516-100%$206.6K$0-$206.6K2026-10-26
Robinswood Financial LLC
CLOSED01,694-1,694-100%$139.1K$0-$139.1K2026-10-20
Signature Resources Capital Management, LLC
CLOSED01,116-1,116-100%$91.6K$0-$91.6K2026-10-16
Wellington Grp LLC
CLOSED0880-880-100%$72.7K$0-$72.7K2026-11-06
Deane Retirement Strategies, Inc.
CLOSED0751-751-100%$61.7K$0-$61.7K2026-10-09
Cedar Mountain Advisors, LLC
CLOSED0673-673-100%$55.3K$0-$55.3K2026-10-15
Ironwood Wealth Management, Llc.
CLOSED0602-602-100%$49.4K$0-$49.4K2026-10-28
Founders Capital Management
CLOSED0370-370-100%$30.4K$0-$30.4K2026-10-13
MCF Advisors LLC
CLOSED0300-300-100%$24.6K$0-$24.6K2026-10-28
N10 Assets, LLC
CLOSED0260-260-100%$21.3K$0-$21.3K2026-10-14
Salem Investment Counselors Inc
CLOSED0218-218-100%$17.9K$0-$17.9K2026-10-13
Brooklyn FI, LLC
CLOSED0101-101-100%$8.3K$0-$8.3K2026-11-05
Obsidian CIO, LLC
CLOSED080-80-100%$12.3K$0-$12.3K2026-11-05
MJT & Associates Financial Advisory Group, Inc.
CLOSED041-41-100%$3.4K$0-$3.4K2026-10-07
RMG Wealth Management LLC
CLOSED04-4-100%$328$0-$3282026-10-26
Raleigh Capital Management Inc.
CLOSED01-1-100%$78$0-$782026-10-28
Morgan Stanley
N/A—23,782,177-23,782,177-100%$2.0B———
Captrust Financial Advisors
N/A—21,086,882-21,086,882-100%$1.7B———
Bank of America Corp
N/A—17,222,354-17,222,354-100%$1.4B———
BlackRock, Inc.
N/A—12,621,912-12,621,912-100%$1.0B———
FMR LLC
N/A—11,506,634-11,506,634-100%$944.8M———
JPMorgan Chase & Co
N/A—9,027,794-9,027,794-100%$741.8M———
Ameriprise Financial Inc
N/A—6,154,693-6,154,693-100%$509.7M———
Wells Fargo & Company
N/A—5,682,654-5,682,654-100%$466.6M———
Raymond James Financial Inc
N/A—5,038,978-5,038,978-100%$413.8M———
UBS Group AG
N/A—4,710,588-4,710,588-100%$386.8M———
Bank of Montreal
N/A—4,344,176-4,344,176-100%$356.7M———
Manufacturers Life Insurance Company, the
N/A—3,545,364-3,545,364-100%$291.1M———
Royal Bank of Canada
N/A—3,485,702-3,485,702-100%$286.2M———
Envestnet Asset Management Inc
N/A—3,345,948-3,345,948-100%$274.7M———
PineBridge Investments Asia Ltd
N/A—2,773,000-2,773,000-100%$227.7M———
Cerity Partners LLC
N/A—2,479,279-2,479,279-100%$203.6M———
Stifel Financial Corp
N/A—2,125,383-2,125,383-100%$174.5M———
Criteria Caixa, S.A.U.
N/A—2,000,000-2,000,000-100%$11.9M———
Northwestern Mutual Wealth Management Co
N/A—1,400,733-1,400,733-100%$115.0M———
Focus Partners Wealth
N/A—1,210,138-1,210,138-100%$99.4M———
Charles Schwab Investment Management Inc
N/A—1,198,032-1,198,032-100%$98.4M———
Smithfield Trust Co
N/A—1,141,250-1,141,250-100%$93.7M———
Roehl & Yi Investment Advisors, LLC
N/A—945,221-945,221-100%$945.2K———
Quent Capital, LLC
N/A—944,744-944,744-100%$77.6M———
Wealthfront Advisers LLC
N/A—910,823-910,823-100%$74.8M———
Osaic Holdings, Inc.
N/A—898,751-898,751-100%$73.8M———
Bleakley Financial Group, LLC
N/A—870,227-870,227-100%$71.5M———
Modern Wealth Management, LLC
N/A—849,764-849,764-100%$69.8M———
Goldman Sachs Group Inc
N/A—837,714-837,714-100%$68.8M———
Wealthspire Advisors, LLC
N/A—817,585-817,585-100%$67.1M———
MML Investors Services, LLC
N/A—773,885-773,885-100%$63.5M———
HighTower Advisors, LLC
N/A—739,930-739,930-100%$60.8M———
Allianz SE
N/A—628,900-628,900-100%$51.6M———
Cetera Investment Advisers
N/A—626,684-626,684-100%$51.5M———
Scopus Asset Management, L.P.
N/A—605,726-605,726-100%$49.7M———
Pinnacle Financial Partners, Inc.
N/A—583,186-583,186-100%$47.9M———
Silicon Valley Capital Partners
N/A—576,059-576,059-100%$47.3M———
Guggenheim Capital LLC
N/A—550,188-550,188-100%$45.2M———
America First Investment Advisors, LLC
N/A—535,584-535,584-100%$44.0M———
Stephens Inc
N/A—484,807-484,807-100%$39.8M———
Rockefeller Capital Management L.P.
N/A—481,437-481,437-100%$39.5M———
Dakota Wealth Management
N/A—476,187-476,187-100%$39.1M———
Strategic Investment Advisors / MI
N/A—458,650-458,650-100%$37.7M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—449,563-449,563-100%$36.9M———
M&T Bank Corp
N/A—434,450-434,450-100%$35.7M———
Advisors Preferred, LLC
N/A—411,860-411,860-100%$33.7M———
Steward Partners Investment Advisory, LLC
N/A—410,527-410,527-100%$33.7M———
Mariner, LLC
N/A—407,521-407,521-100%$33.5M———
Zacks Investment Management
N/A—399,031-399,031-100%$32.8M———
Cerity Partners Ocio LLC
N/A—393,387-393,387-100%$32.3M———
SouthState Bank Corp
N/A—389,010-389,010-100%$31.9M———
Private Advisor Group, LLC
N/A—369,227-369,227-100%$30.3M———
Curi Capital, LLC
N/A—363,486-363,486-100%$29.8M———
Advisory Services Network, LLC
N/A—361,991-361,991-100%$29.7M———
NorthCoast Asset Management LLC
N/A—355,292-355,292-100%$29.2M———
Proficio Capital Partners LLC
N/A—354,385-354,385-100%$29.1M———
Santa Clara Valley Transportation Authority
N/A—334,415-334,415-100%$27.5M———
Birchcreek Wealth Management, LLC
N/A—330,048-330,048-100%$27.1M———
Fiduciary Group, LLC
N/A—321,396-321,396-100%$26.4M———
O'shaughnessy Asset Management, LLC
N/A—320,887-320,887-100%$26.3M———
Jones Financial Companies Lllp
N/A—318,760-318,760-100%$26.2M———
Scotia Capital Inc.
N/A—315,443-315,443-100%$25.9M———
Baird Financial Group, Inc.
N/A—303,706-303,706-100%$24.9M———
Kingsview Wealth Management, LLC
N/A—288,562-288,562-100%$23.7M———
Johnson Investment Counsel Inc
N/A—281,607-281,607-100%$23.1M———
Clarity Financial LLC
N/A—266,695-266,695-100%$21.9M———
Blue Edge Capital, LLC
N/A—264,332-264,332-100%$2.2M———
West Virginia University Foundation, Inc
N/A—261,567-261,567-100%$21.5M———
NewEdge Advisors, LLC
N/A—255,245-255,245-100%$21.0M———
Envestnet Portfolio Solutions, Inc.
N/A—254,998-254,998-100%$20.9M———
Peapack Gladstone Financial Corp
N/A—239,897-239,897-100%$19.7M———
Victory Capital Management Inc
N/A—231,566-231,566-100%$19.0M———
Sollinda Capital Management LLC
N/A—225,674-225,674-100%$18.5M———
Wealthspire Retirement, LLC
N/A—225,123-225,123-100%$18.5M———
HSBC Holdings PLC
N/A—224,454-224,454-100%$18.4M———
Acorns Advisers, LLC
N/A—213,105-213,105-100%$17.5M———
Huntington National Bank
N/A—208,093-208,093-100%$17.1M———
Empowered Funds, LLC
N/A—207,164-207,164-100%$17.0M———
Alliancebernstein L.P.
N/A—204,045-204,045-100%$16.8M———
National Bank of Canada
N/A—192,260-192,260-100%$15.8M———
Core Capital Management & Research, inc.
N/A—192,124-192,124-100%$15.8M———
Partners Capital Investment Group, LLP
N/A—191,523-191,523-100%$15.7M———
Northstar Advisory Group, LLC
N/A—188,803-188,803-100%$15.5M———
Orion Porfolio Solutions, LLC
N/A—187,659-187,659-100%$15.4M———
Everstar Asset Management, LLC
N/A—185,637-185,637-100%$15.2M———
Bartlett & Co. Wealth Management LLC
N/A—184,359-184,359-100%$15.1M———
Susquehanna International Group, LLP
N/A—180,720-180,720-100%$14.8M———
Broyhill Asset Management, LLC
N/A—166,873-166,873-100%$13.7M———
1832 Asset Management L.P.
N/A—158,913-158,913-100%$13.0M———
Beacon Pointe Advisors, LLC
N/A—153,791-153,791-100%$12.6M———
Cambient Family Office, LLC
N/A—149,814-149,814-100%$12.3M———
MAI Capital Management
N/A—148,847-148,847-100%$12.2M———
Argent Advisors, Inc.
N/A—148,295-148,295-100%$12.2M———
Janney Montgomery Scott LLC
N/A—145,222-145,222-100%$11.9M———
Foundations Investment Advisors, LLC
N/A—145,006-145,006-100%$11.9M———
Integrated Wealth Concepts LLC
N/A—143,218-143,218-100%$11.8M———
Wellspring Financial Advisors, LLC
N/A—141,522-141,522-100%$371.3K———
Main Street Financial Solutions, LLC
N/A—138,410-138,410-100%$11.4M———
Sumitomo Mitsui Financial Group, Inc.
N/A—137,118-137,118-100%$11.3M———
Pointe Capital Management LLC
N/A—136,813-136,813-100%$11.2M———
Global Retirement Partners, LLC
N/A—136,583-136,583-100%$11.2M———
First American Trust, FSB
N/A—135,168-135,168-100%$11.1M———
Allianz Asset Management GmbH
N/A—134,928-134,928-100%$11.1M———
Main Management LLC
N/A—133,271-133,271-100%$10.9M———
Jaffetilchin Investment Partners, LLC
N/A—129,174-129,174-100%$10.6M———
United Capital Financial Advisors, LLC
N/A—127,822-127,822-100%$10.5M———
Morris Financial Concepts, Inc.
N/A—127,224-127,224-100%$10.4M———
Pure Financial Advisors, LLC
N/A—123,851-123,851-100%$10.2M———
Schroder Investment Management Group
N/A—121,281-121,281-100%$10.0M———
Becker Capital Management Inc
N/A—117,668-117,668-100%$9.7M———
NerdWallet Wealth Partners, LLC
N/A—117,175-117,175-100%$9.6M———
Graybill Wealth Management, Ltd.
N/A—116,587-116,587-100%$9.6M———
Range Advisory, LLC
N/A—116,043-116,043-100%$9.5M———
World Investment Advisors
N/A—113,761-113,761-100%$9.4M———
Dogwood Wealth Management LLC
N/A—111,404-111,404-100%$9.1M———
Silver OAK Securities, Incorporated
N/A—110,511-110,511-100%$9.1M———
OneDigital Investment Advisors LLC
N/A—109,749-109,749-100%$9.0M———
Palladiem, LLC
N/A—108,950-108,950-100%$8.9M———
Flputnam Investment Management Co
N/A—108,042-108,042-100%$8.9M———
Waverly Advisors, LLC
N/A—107,804-107,804-100%$8.9M———
SIH Partners, Lllp
N/A—105,126-105,126-100%$8.6M———
Edgestream Partners, L.P.
N/A—104,759-104,759-100%$8.6M———
Mercer Global Advisors Inc
N/A—104,738-104,738-100%$8.6M———
Aptus Capital Advisors, LLC
N/A—101,922-101,922-100%$8.4M———
Cascade Financial Partners, LLC
N/A—99,694-99,694-100%$8.2M———
Mutual Advisors, LLC
N/A—99,325-99,325-100%$8.2M———
Great Valley Advisor Group, Inc.
N/A—99,113-99,113-100%$8.1M———
Equitable Holdings, Inc.
N/A—98,604-98,604-100%$8.1M———
Members Trust Co
N/A—93,370-93,370-100%$7.7M———
Tower Research Capital LLC (TRC)
N/A—91,137-91,137-100%$7.5M———
SG Americas Securities, LLC
N/A—90,799-90,799-100%$7.5M———
Ancora Advisors LLCA
N/A—86,851-86,851-100%$7.1M———
Napier Financial, LLC
N/A—85,389-85,389-100%$7.0M———
Mount Lucas Management LP
N/A—84,507-84,507-100%$6.9M———
Sanctuary Advisors, LLC
N/A—82,587-82,587-100%$6.8M———
Modus Advisors, LLC
N/A—78,243-78,243-100%$6.4M———
Kiker Wealth Management, LLC
N/A—77,686-77,686-100%$6.4M———
Vestmark Advisory Solutions, Inc.
N/A—76,225-76,225-100%$6.3M———
Capasso Planning Partners LLC
N/A—74,526-74,526-100%$6.1M———
Wellington-Altus USA Inc.
N/A—74,306-74,306-100%$6.1M———
Leavell Investment Management, Inc.
N/A—74,137-74,137-100%$6.1M———
Oxbow Advisors, LLC
N/A—74,065-74,065-100%$6.1M———
American Wealth Advisors, LLC
N/A—73,107-73,107-100%$6.0M———
Principal Securities, Inc.
N/A—72,255-72,255-100%$5.9M———
Transamerica Financial Advisors, LLC
N/A—70,033-70,033-100%$5.8M———
Quantinno Capital Management LP
N/A—69,659-69,659-100%$5.7M———
Blair William & Co
N/A—69,455-69,455-100%$5.7M———
Bearing Point Capital, LLC
N/A—69,117-69,117-100%$5.7M———
FWL Investment Management, LLC
N/A—67,732-67,732-100%$5.6M———
Bulltick Wealth Management, LLC
N/A—67,562-67,562-100%$5.5M———
Banco Santander, S.A.
N/A—67,368-67,368-100%$5.5M———
Checchi Capital Advisers, LLC
N/A—67,264-67,264-100%$5.5M———
National Philanthropic Trust
N/A—66,890-66,890-100%$5.5M———
Bienville Capital Management, LLC
N/A—66,573-66,573-100%$5.5M———
Flow Traders U.S. LLC
N/A—66,128-66,128-100%$5.4M———
Ausdal Financial Partners, Inc.
N/A—65,894-65,894-100%$5.4M———
Tidal Investments LLC
N/A—65,859-65,859-100%$5.4M———
Discovery Capital Management, LLC / CT
N/A—63,237-63,237-100%$5.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—63,210-63,210-100%$5.2M———
&partners
N/A—61,825-61,825-100%$5.1M———
Arete Wealth Advisors, LLC
N/A—60,779-60,779-100%$5.0M———
Snowden Capital Advisors LLC
N/A—60,573-60,573-100%$5.0M———
Focus Partners Advisor Solutions, LLC
N/A—58,794-58,794-100%$4.8M———
First National Bank of Omaha
N/A—56,917-56,917-100%$4.7M———
Mmbg Investment Advisors Co.
N/A—55,554-55,554-100%$4.6M———
Rothschild Wealth LLC
N/A—55,387-55,387-100%$4.5M———
Keel Point, LLC
N/A—55,340-55,340-100%$4.5M———
Franklin Resources Inc
N/A—55,292-55,292-100%$4.5M———
Rothschild Investment LLC
N/A—55,135-55,135-100%$4.5M———
Ameritas Advisory Services, LLC
N/A—53,806-53,806-100%$4.4M———
BNP Paribas Financial Markets
N/A—53,650-53,650-100%$4.4M———
Prepared Retirement Institute LLC
N/A—53,235-53,235-100%$4.4M———
Tiaa Trust, National Association
N/A—52,891-52,891-100%$4.3M———
Mosaic Family Wealth Partners, LLC
N/A—52,552-52,552-100%$4.3M———
Ascent Advisors, LLC
N/A—52,401-52,401-100%$4.3M———
IHT Wealth Management, LLC
N/A—51,444-51,444-100%$4.2M———
Pathstone Holdings, LLC
N/A—50,562-50,562-100%$4.2M———
Van Hulzen Asset Management, LLC
N/A—50,112-50,112-100%$4.1M———
Wealthedge Investment Advisors, LLC
N/A—49,700-49,700-100%$4.1M———
Natixis Advisors, LLC
N/A—49,367-49,367-100%$4.1M———
Wescap Management Group, Inc.
N/A—49,054-49,054-100%$4.0M———
Western Wealth Management, LLC
N/A—48,768-48,768-100%$4.0M———
Composition Wealth, LLC
N/A—48,239-48,239-100%$4.0M———
AQR Capital Management LLC
N/A—48,024-48,024-100%$3.9M———
Wescott Financial Advisory Group, LLC
N/A—47,624-47,624-100%$3.9M———
Lazard Asset Management LLC
N/A—47,174-47,174-100%$3.9M———
Commerce Bank
N/A—46,811-46,811-100%$3.8M———
Stock Yards Bank & Trust Co
N/A—44,646-44,646-100%$3.7M———
Performance Wealth Partners, LLC
N/A—44,095-44,095-100%$3.6M———
Arax Advisory Partners
N/A—42,815-42,815-100%$3.5M———
Carr Financial Group Corp
N/A—42,683-42,683-100%$3.5M———
Black Swift Group, LLC
N/A—41,575-41,575-100%$3.4M———
All Terrain Financial Advisors, LLC
N/A—40,483-40,483-100%$3.3M———
Gallagher Fiduciary Advisors, LLC
N/A—40,232-40,232-100%$3.3M———
WHI Trust Co LLC
N/A—39,549-39,549-100%$3.2M———
Arkadios Wealth Advisors
N/A—38,917-38,917-100%$3.2M———
Trivium Point Advisory, LLC
N/A—38,768-38,768-100%$3.2M———
Investment Advisory Group, LLC
N/A—37,887-37,887-100%$3.1M———
Smartleaf Asset Management LLC
N/A—36,999-36,999-100%$3.0M———
CIBC World Market Inc.
N/A—36,574-36,574-100%$3.0M———
IF Advisors, LLC
N/A—36,199-36,199-100%$3.0M———
Gateway Wealth Partners, LLC
N/A—35,676-35,676-100%$2.9M———
Counterweight Ventures, LLC
N/A—34,374-34,374-100%$2.8M———
Capital Analysts, LLC
N/A—34,216-34,216-100%$2.8M———
Cary Street Partners Financial LLC
N/A—33,457-33,457-100%$2.7M———
Peak Asset Management, LLC
N/A—33,428-33,428-100%$2.7M———
American Investment Services, Inc.
N/A—33,084-33,084-100%$2.7M———
Wick Capital Partners, LLC
N/A—33,038-33,038-100%$2.7M———
Sequent Planning LLC
N/A—32,782-32,782-100%$2.7M———
Nwam LLC
N/A—31,155-31,155-100%$2.6M———
Brave Asset Management Inc
N/A—31,032-31,032-100%$2.5M———
Gladstone Institutional Advisory LLC
N/A—30,914-30,914-100%$2.5M———
Irenic Capital Management LPA
N/A—30,000-30,000-100%$2.5M———
Envision Financial Transparency, LLC
N/A—29,505-29,505-100%$2.4M———
CIBC Bancorp USA Inc.
N/A—29,155-29,155-100%$2.4M———
Maridea Wealth Management LLC
N/A—28,878-28,878-100%$2.4M———
1015 Capital Partners, LLC
N/A—28,852-28,852-100%$2.4M———
Cofg Advisors, LLC
N/A—28,677-28,677-100%$2.4M———
Traub Capital Management LLC
N/A—28,561-28,561-100%$2.3M———
Fiduciary Financial Advisors
N/A—27,983-27,983-100%$2.3M———
Ruggiero Investments, Inc.
N/A—27,890-27,890-100%$2.3M———
Boston Partners
N/A—27,818-27,818-100%$2.3M———
Choate Investment Advisors
N/A—27,739-27,739-100%$2.3M———
Stratos Wealth Partners, Ltd.
N/A—27,577-27,577-100%$2.3M———
St. James Investment Company, LLC
N/A—27,518-27,518-100%$2.3M———
Strategies Wealth Advisors, LLC
N/A—27,306-27,306-100%$2.2M———
Expressive Wealth LLC
N/A—27,171-27,171-100%$2.2M———
Nomura Asset Management Co LTD
N/A—27,015-27,015-100%$2.2M———
Headinvest, LLC
N/A—26,990-26,990-100%$2.2M———
Pacific Financial Group Inc
N/A—26,458-26,458-100%$2.2M———
VestGen Investment Management
N/A—25,603-25,603-100%$2.1M———
GWN Securities Inc.
N/A—25,542-25,542-100%$2.1M———
American Capital Management Inc
N/A—25,524-25,524-100%$2.1M———
Continuum Advisory, LLC
N/A—25,521-25,521-100%$2.1M———
Rehmann Capital Advisory Group
N/A—25,123-25,123-100%$2.1M———
PMG Wealth Management, Inc.
N/A—24,828-24,828-100%$2.0M———
TRU Independence Asset Management 2, LLC
N/A—24,156-24,156-100%$2.0M———
Latko Wealth Management, Ltd.
N/A—23,837-23,837-100%$2.0M———
Fiduciary Trust Co
N/A—23,809-23,809-100%$2.0M———
Roundview Capital LLC
N/A—23,723-23,723-100%$1.9M———
GTS Securities LLC
N/A—23,399-23,399-100%$1.9M———
Empirical Asset Management, LLC
N/A—23,385-23,385-100%$1.9M———
Cresset Asset Management, LLC
N/A—23,262-23,262-100%$1.9M———
CreativeOne Wealth, LLC
N/A—23,219-23,219-100%$1.9M———
K.J. Harrison & Partners Inc
N/A—23,200-23,200-100%$1.9M———
Tower Wealth Partners, Inc.
N/A—22,732-22,732-100%$1.9M———
EFG International AG
N/A—22,645-22,645-100%$1.9M———
Savvy Advisors, Inc.
N/A—22,488-22,488-100%$1.8M———
Insigneo Advisory Services, LLC
N/A—21,586-21,586-100%$1.8M———
Entelevest, LLC
N/A—21,557-21,557-100%$1.8M———
Severin Investments, LLC
N/A—21,398-21,398-100%$1.8M———
Stratos Wealth Advisors, LLC
N/A—21,288-21,288-100%$1.7M———
Brown Brothers Harriman & Co
N/A—21,274-21,274-100%$1.7M———
Aegis Wealth Management LLC
N/A—20,871-20,871-100%$1.7M———
Sequoia Financial Advisors, LLC
N/A—20,811-20,811-100%$1.7M———
Geneos Wealth Management Inc.
N/A—20,751-20,751-100%$1.7M———
Tranquilli Financial Advisor LLC
N/A—20,549-20,549-100%$1.7M———
GeoWealth Management, LLC
N/A—20,353-20,353-100%$1.7M———
Regal Investment Advisors LLC
N/A—20,259-20,259-100%$1.7M———
Invesco Ltd.
N/A—20,067-20,067-100%$1.6M———
Jump Financial, LLC
N/A—19,737-19,737-100%$1.6M———
King Wealth Management Group
N/A—19,569-19,569-100%$1.6M———
Dock Street Asset Management Inc
N/A—19,528-19,528-100%$1.6M———
PFG Investments, LLC
N/A—19,134-19,134-100%$1.6M———
Pacific Point Advisors, LLC
N/A—19,030-19,030-100%$1.6M———
Belpointe Asset Management LLC
N/A—18,276-18,276-100%$1.5M———
Maxele Advisors, LLC
N/A—18,231-18,231-100%$1.5M———
Haverford Trust Co
N/A—17,949-17,949-100%$1.5M———
Northern Trust Corp
N/A—17,219-17,219-100%$1.4M———
Capital Counsel LLC
N/A—17,100-17,100-100%$1.4M———
Arrowroot Family Office, LLC
N/A—16,600-16,600-100%$1.4M———
Zhang Financial LLC
N/A—16,379-16,379-100%$1.3M———
Oversea-Chinese Banking Corp Ltd
N/A—16,207-16,207-100%$1.3M———
Element Wealth, LLC
N/A—16,126-16,126-100%$1.3M———
WealthShield Partners, LLC
N/A—15,863-15,863-100%$1.3M———
Brightwater Advisory LLC
N/A—15,804-15,804-100%$1.3M———
Coastal Bridge Advisors, LLC
N/A—15,678-15,678-100%$1.3M———
Leigh Baldwin & Co., LLC
N/A—15,448-15,448-100%$1.3M———
Crews Bank & Trust
N/A—15,412-15,412-100%$1.3M———
Lowery Thomas, LLC
N/A—15,377-15,377-100%$1.3M———
Rather & Kittrell, Inc.
N/A—15,000-15,000-100%$1.2M———
Cadia Private Client LLC
N/A—14,480-14,480-100%$1.2M———
SSA Swiss Advisors AG
N/A—13,897-13,897-100%$1.1M———
Aspire Growth Partners LLC
N/A—13,585-13,585-100%$1.1M———
SageView Advisory Group, LLC
N/A—13,558-13,558-100%$1.1M———
BFC Planning, Inc.
N/A—13,413-13,413-100%$1.1M———
Palumbo Wealth Management LLC
N/A—13,399-13,399-100%$1.1M———
Highland Investment Advisors LLC
N/A—13,387-13,387-100%$1.1M———
Markin Asset Management, LP
N/A—13,289-13,289-100%$1.1M———
Transcend Capital Advisors, LLC
N/A—13,160-13,160-100%$1.1M———
New Insight Wealth Advisors
N/A—12,786-12,786-100%$1.0M———
Brookwood Investment Group LLC
N/A—12,721-12,721-100%$1.0M———
IFG Advisory, LLC
N/A—12,576-12,576-100%$1.0M———
Jane Street Group, LLC
N/A—12,353-12,353-100%$1.0M———
Benjamin Edwards Inc
N/A—12,273-12,273-100%$1.0M———
Highview Capital Management LLC
N/A—12,028-12,028-100%$987.6K———
Marble Wealth, LLC
N/A—11,791-11,791-100%$968.2K———
Webster Bank, N. A.
N/A—11,776-11,776-100%$966.9K———
NewEdge Wealth, LLC
N/A—11,624-11,624-100%$954.4K———
West Michigan Advisors, LLC
N/A—11,614-11,614-100%$953.6K———
Clare Market Investments LLC
N/A—11,504-11,504-100%$944.6K———
Alesco Advisors, LLC, An ESL Co
N/A—11,380-11,380-100%$934.4K———
M3 Advisory Group, LLC
N/A—11,369-11,369-100%$933.5K———
Hobbs Group Advisors, LLC
N/A—11,258-11,258-100%$924.4K———
Fidelis Capital Partners, LLC
N/A—11,217-11,217-100%$921.0K———
Independent Family Office, LLC
N/A—10,708-10,708-100%$879.2K———
WCG Wealth Advisors LLC
N/A—10,577-10,577-100%$868.4K———
IFS Group,LLC
N/A—10,500-10,500-100%$862.2K———
Dorsey Wright & Associates
N/A—10,300-10,300-100%$845.7K———
Allred Capital Management, LLC
N/A—10,276-10,276-100%$843.9K———
RWA Wealth Partners, LLC
N/A—10,272-10,272-100%$843.4K———
Sound View Wealth Advisors Group, LLC
N/A—9,914-9,914-100%$814.0K———
AE Wealth Management LLC
N/A—9,801-9,801-100%$804.7K———
NCM Capital Management, LLC
N/A—9,614-9,614-100%$789.4K———
17 Capital Partners, LLC
N/A—9,433-9,433-100%$774.5K———
Prosperity Consulting Group, LLC
N/A—9,326-9,326-100%$765.8K———
Hilltop Holdings Inc.
N/A—9,309-9,309-100%$764.4K———
Federation des caisses Desjardins du Quebec
N/A—9,192-9,192-100%$754.8K———
Jupiter Topco LLC
N/A—9,038-9,038-100%$742.1K———
Berger Financial Group, Inc
N/A—8,951-8,951-100%$735.0K———
Migdal Insurance & Financial Holdings Ltd.
N/A—8,950-8,950-100%$734.9K———
Clearbridge Investments, LLC
N/A—8,787-8,787-100%$721.5K———
SEI Investments Co
N/A—8,751-8,751-100%$718.5K———
Glen Eagle Advisors, LLC
N/A—8,717-8,717-100%$715.8K———
Garrison Point Advisors, LLC
N/A—8,681-8,681-100%$712.8K———
Kovack Advisors, Inc.
N/A—8,582-8,582-100%$703.2K———
Ethos Financial Group, LLC
N/A—8,554-8,554-100%$702.3K———
Axis Wealth Partners, LLC
N/A—8,487-8,487-100%$696.9K———
Bay Rivers Group
N/A—8,480-8,480-100%$696.3K———
Ironwood Investment Counsel, LLC
N/A—8,427-8,427-100%$692.0K———
Sierra Capital LLC
N/A—8,285-8,285-100%$680.3K———
Squarepoint Ops LLC
N/A—8,136-8,136-100%$668.0K———
Pallas Capital Advisors LLC
N/A—8,020-8,020-100%$658.5K———
Harbour Investments, Inc.
N/A—7,985-7,985-100%$655.6K———
Spreng Capital Management, Inc.
N/A—7,819-7,819-100%$642.0K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—7,791-7,791-100%$639.7K———
Invst, LLC
N/A—7,761-7,761-100%$637.3K———
Laird Norton Wetherby Trust Company, LLC
N/A—7,740-7,740-100%$635.6K———
KDT Advisors, LLC
N/A—7,685-7,685-100%$631.0K———
Betterment LLC
N/A—7,630-7,630-100%$626.0K———
Fiducient Advisors LLC
N/A—7,374-7,374-100%$605.5K———
Boreal Capital Management LLC
N/A—7,277-7,277-100%$597.5K———
Prudential PLC
N/A—7,255-7,255-100%$595.7K———
First Foundation Advisors
N/A—7,241-7,241-100%$594.6K———
F/m Investments LLC
N/A—7,234-7,234-100%$584.3K———
Rodgers Brothers Inc.
N/A—7,200-7,200-100%$591.2K———
Impact Partnership Wealth, LLC
N/A—7,182-7,182-100%$589.7K———
Azimuth Capital Investment Management LLC
N/A—7,113-7,113-100%$584.0K———
Addison Capital Co
N/A—7,013-7,013-100%$575.8K———
One Capital Management, LLC
N/A—6,934-6,934-100%$572.5K———
Voya Financial Advisors, Inc.
N/A—6,913-6,913-100%$568.1K———
Strategic Wealth Partners, Ltd.
N/A—6,869-6,869-100%$564.0K———
Blalock Williams, LLC
N/A—6,869-6,869-100%$564.0K———
Retirement Income Solutions, Inc
N/A—6,752-6,752-100%$557.5K———
Easterly Investment Partners LLC
N/A—6,734-6,734-100%$552.9K———
Manhattan West Asset Management, LLC
N/A—6,624-6,624-100%$543.9K———
Cahill Financial Advisors Inc
N/A—6,586-6,586-100%$540.8K———
Summit Financial, LLC
N/A—6,424-6,424-100%$527.5K———
Sierra Legacy Group
N/A—6,400-6,400-100%$525.5K———
Larch Capital Partners LLC
N/A—6,197-6,197-100%$508.8K———
Ingalls & Snyder LLC
N/A—6,175-6,175-100%$507.0K———
Scharf Investments, LLC
N/A—6,108-6,108-100%$501.6K———
Retirement Capital Strategies
N/A—6,091-6,091-100%$500.1K———
Farmers National Bank
N/A—6,081-6,081-100%$499.3K———
Cary Street Partners Investment Advisory LLC
N/A—5,890-5,890-100%$483.6K———
Financial Engines Advisors L.L.C.
N/A—5,882-5,882-100%$483.0K———
Horizon Family Wealth, Inc.
N/A—5,880-5,880-100%$482.8K———
Neuberger Berman Group LLC
N/A—5,610-5,610-100%$460.7K———
FCA Corp
N/A—5,400-5,400-100%$443.4K———
Southeast Asset Advisors, LLC
N/A—5,380-5,380-100%$441.8K———
Caldwell Sutter Capital, Inc.
N/A—5,177-5,177-100%$425.1K———
North Dallas Bank & Trust Co
N/A—5,000-5,000-100%$410.6K———
WNY Asset Management, LLC
N/A—4,923-4,923-100%$404.2K———
American Trust
N/A—4,901-4,901-100%$402.4K———
Mizuho Markets Americas LLC
N/A—4,888-4,888-100%$401.4K———
Omnia Family Wealth, LLC
N/A—4,844-4,844-100%$397.7K———
Argent Trust Co
N/A—4,762-4,762-100%$391.0K———
Asset Management Group, Inc.
N/A—4,741-4,741-100%$389.3K———
Bessemer Group Inc
N/A—4,545-4,545-100%$374.0K———
Brown Advisory Inc
N/A—4,520-4,520-100%$371.2K———
CVA Family Office, LLC
N/A—4,481-4,481-100%$367.9K———
Forum Private Client Group LLC
N/A—4,401-4,401-100%$361.4K———
Dimension Capital Management LLC
N/A—4,300-4,300-100%$353.1K———
OneAscent Financial Services LLC
N/A—4,274-4,274-100%$350.9K———
Yarger Wealth Strategies, LLC
N/A—4,223-4,223-100%$345.8K———
Phoenix Financial Ltd.
N/A—4,209-4,209-100%$345.6K———
Icon Wealth Advisors, LLC
N/A—4,203-4,203-100%$345.1K———
Parvin Asset Management, LLC
N/A—4,150-4,150-100%$340.8K———
Tiemann Investment Advisors, LLC
N/A—4,150-4,150-100%$340.8K———
Dorsey & Whitney Trust Co LLC
N/A—4,138-4,138-100%$339.8K———
Sovereign Financial Group, Inc.
N/A—4,128-4,128-100%$339.0K———
NorthRock Partners, LLC
N/A—4,087-4,087-100%$335.6K———
Centaurus Financial, Inc.
N/A—3,989-3,989-100%$328.0K———
MetLife Investment Management, LLC
N/A—3,914-3,914-100%$321.4K———
Independent Advisor Alliance
N/A—3,884-3,884-100%$318.9K———
Global Endowment Management, LP
N/A—3,842-3,842-100%$315.0K———
Cheviot Value Management, LLC
N/A—3,837-3,837-100%$315.1K———
M. Kulyk & Associates, LLC
N/A—3,831-3,831-100%$314.6K———
Windward Private Wealth Management Inc.
N/A—3,813-3,813-100%$313.1K———
Crewe Advisors LLC
N/A—3,774-3,774-100%$309.9K———
Tyche Wealth Partners LLC
N/A—3,755-3,755-100%$308.3K———
Fairfield, Bush & Co.
N/A—3,700-3,700-100%$303.8K———
Whittier Trust Co
N/A—3,693-3,693-100%$302.8K———
OAK Associates LTD
N/A—3,630-3,630-100%$298.1K———
Wallace Advisory Group, LLC
N/A—3,599-3,599-100%$295.5K———
Arbor Trust Wealth Advisors, LLC
N/A—3,586-3,586-100%$294.4K———
Lcnb Corp
N/A—3,565-3,565-100%$292.7K———
Potomac Fund Management Inc
N/A—3,477-3,477-100%$285.5K———
Hanover Advisors Inc
N/A—3,418-3,418-100%$280.7K———
Wealthquest Corp
N/A—3,387-3,387-100%$278.1K———
Measured Wealth Private Client Group, LLC
N/A—3,376-3,376-100%$277.2K———
Howe & Rusling Inc
N/A—3,318-3,318-100%$272.4K———
Trajan Wealth LLC
N/A—3,283-3,283-100%$269.6K———
Bluespring Wealth Management, LLC
N/A—3,263-3,263-100%$267.9K———
Arkos Global Advisors
N/A—3,245-3,245-100%$266.0K———
Mustico Financial Group, Inc.
N/A—3,177-3,177-100%$260.1K———
EP Wealth Advisors, LLC
N/A—3,077-3,077-100%$252.7K———
Rollins Financial Advisors, LLC
N/A—3,067-3,067-100%$251.8K———
1492 Capital Management LLC
N/A—3,031-3,031-100%$248.9K———
Cardiff Park Advisors, LLC
N/A—3,000-3,000-100%$246.3K———
ESL Trust Services, LLC
N/A—2,955-2,955-100%$242.6K———
Ameriflex Group, Inc.
N/A—2,855-2,855-100%$234.4K———
Mission Creek Capital Partners, Inc.
N/A—2,838-2,838-100%$233.0K———
PCG Wealth Advisors, LLC
N/A—2,833-2,833-100%$232.7K———
Ballast Advisors LLC
N/A—2,783-2,783-100%$228.5K———
Bragg Financial Advisors, Inc
N/A—2,736-2,736-100%$224.7K———
Freestone Capital Holdings, LLC
N/A—2,697-2,697-100%$221.5K———
Qube Research & Technologies Ltd
N/A—2,658-2,658-100%$218.2K———
Waterloo Capital, L.P.
N/A—2,656-2,656-100%$218.1K———
Second Line Capital, LLC
N/A—2,647-2,647-100%$217.3K———
Summit Trail Advisors, LLC
N/A—2,645-2,645-100%$217.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,639-2,639-100%$216.7K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—2,633-2,633-100%$216.3K———
Petra Financial Advisors Inc
N/A—2,632-2,632-100%$216.1K———
Chatterton & Associates Inc.
N/A—2,620-2,620-100%$214.6K———
Centric Wealth Management
N/A—2,590-2,590-100%$212.8K———
Coldstream Capital Management Inc
N/A—2,585-2,585-100%$212.3K———
Moneta Group Investment Advisors LLC
N/A—2,547-2,547-100%$209.1K———
KM Capital Management Ltd.
N/A—2,546-2,546-100%$209.1K———
Crabel Capital Management, LLC
N/A—2,490-2,490-100%$204.5K———
Mayflower Financial Advisors, LLC
N/A—2,457-2,457-100%$201.8K———
Signet Private Wealth LLC
N/A—2,451-2,451-100%$201.3K———
Ameritas Investment Partners, Inc.
N/A—2,309-2,309-100%$189.6K———
CNB Bank
N/A—2,205-2,205-100%$181.1K———
Private Wealth Asset Management, LLC
N/A—2,050-2,050-100%$168.3K———
SOA Wealth Advisors, Llc.
N/A—1,854-1,854-100%$152.3K———
NI Acquisitions Company, LLC
N/A—1,736-1,736-100%$142.5K———
Tradewinds, Llc.
N/A—1,664-1,664-100%$394.9K———
Aventura Private Wealth, LLC
N/A—1,647-1,647-100%$135.2K———
Lummis Asset Management, LP
N/A—1,595-1,595-100%$131.0K———
Copia Wealth Management
N/A—1,429-1,429-100%$117.3K———
ST Germain D J Co Inc
N/A—1,419-1,419-100%$116.5K———
HighMark Wealth Management LLC
N/A—1,214-1,214-100%$99.7K———
Raffa Wealth Management, LLC
N/A—1,212-1,212-100%$99.5K———
Atlantic Union Bankshares Corp
N/A—1,123-1,123-100%$92.2K———
Godfrey Financial Associates, Inc.
N/A—1,019-1,019-100%$83.7K———
Caitlin John, LLC
N/A—1,015-1,015-100%$83.3K———
Oakmont Advisory Group, LLC
N/A—1,015-1,015-100%$83.3K———
SkyView Investment Advisors, LLC
N/A—1,000-1,000-100%$82.0K———
Logan Capital Management Inc
N/A—998-998-100%$82.0K———
Darwin Wealth Management, LLC
N/A—858-858-100%$70.5K———
Glassman Wealth Services
N/A—721-721-100%$59.2K———
Colonial Trust Advisors
N/A—696-696-100%$57.2K———
Westfuller Advisors, LLC
N/A—634-634-100%$52.1K———
SHP Wealth Management
N/A—609-609-100%$50.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—600-600-100%$49.3K———
Tidemark, LLC
N/A—578-578-100%$47.5K———
New Republic Capital, LLC
N/A—546-546-100%$44.8K———
Van Eck Associates Corp
N/A—514-514-100%$42.2K———
Founders Financial Alliance, LLC
N/A—500-500-100%$41.1K———
Park Place Capital Corp
N/A—500-500-100%$41.1K———
Whittier Trust Co of Nevada Inc
N/A—485-485-100%$39.7K———
Rialto Wealth Management, LLC
N/A—477-477-100%$39.2K———
UBS Asset Management Americas LLC
N/A—422-422-100%$34.7K———
Millstone Evans Group, LLC
N/A—394-394-100%$32.4K———
Park Square Financial Group, LLC
N/A—336-336-100%$27.6K———
Horizon Investments, LLC
N/A—335-335-100%$27.3K———
Roble, Belko & Company, Inc
N/A—302-302-100%$25.0K———
Quantum Portfolio Management LLC
N/A—288-288-100%$23.6K———
Index Technologies Group LLC
N/A—288-288-100%$23.6K———
Atomic Invest LLC
N/A—234-234-100%$19.2K———
Delta Asset Management LLC
N/A—190-190-100%$15.6K———
Atlas Capital Advisors Inc.
N/A—188-188-100%$15.4K———
Hollencrest Capital Management
N/A—180-180-100%$14.8K———
Bogart Wealth, LLC
N/A—175-175-100%$14.4K———
Colonial Trust Co / SC
N/A—161-161-100%$13.2K———
Vanguard Advisers Inc
N/A—147-147-100%$12.1K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—129-129-100%$10.6K———
Allied Private Wealth LLC
N/A—125-125-100%$10.2K———
TD Capital Management LLC
N/A—122-122-100%$10.0K———
HHM Wealth Advisors, LLC
N/A—90-90-100%$7.4K———
Synergy Investment Management, LLC
N/A—67-67-100%$5.5K———
Beaird Harris Wealth Management, LLC
N/A—66-66-100%$5.4K———
Tanglewood Legacy Advisors, LLC
N/A—66-66-100%$5.4K———
Strategic Investment Solutions, Inc.
N/A—53-53-100%$4.4K———
Atlantic Private Wealth, LLC
N/A—49-49-100%$4.0K———
Lowe Brockenbrough & Co Inc
N/A—25-25-100%$2.1K———
Vanguard National Trust Co
N/A—23-23-100%$1.9K———
Hantz Financial Services, Inc.
N/A—20-20-100%$2———
Mcguire Capital Advisors Inc
N/A—12-12-100%$1.0K———
Medallion Wealth Advisors, LLC
N/A—11-11-100%$903———
Vision Retirement, LLC
N/A—10-10-100%$821———
Dunhill Financial, LLC
N/A—5-5-100%$410———
Topsail Wealth Management, LLC
N/A—5-5-100%$411———
Financial Gravity Companies, Inc.
N/A—1-1-100%$82———
Cbiz Investment Advisory Services, LLC
N/A—00—$5———
Showing 1293 of 1293 institutions