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Ishares Msci Eafe ETF (EFA)

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
Shares7,852,785 from 7,866,768
Change-13,983 (0%)
Value$815.8M (-$1.4M)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares7,025,342 from 7,091,487
Change-66,145 (-1%)
Value$729.9M (-$6.8M)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares4,670,411 from 4,742,255
Change-71,844 (-2%)
Value$485.2M (-$7.4M)
Filed 2026-10-30
MacKenzie Financial Corp
DECREASED
Shares2,593,290 from 2,665,967
Change-72,677 (-3%)
Value$269.4M (-$7.5M)
Filed 2026-11-02
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares2,377,689 from 2,307,217
Change+70,472 (+3%)
Value$247.0M (+$7.3M)
Filed 2026-10-22
Regions Financial Corp
INCREASED
Shares2,178,403 from 2,178,289
Change+114 (+0%)
Value$226.3M (+$33.6K)
Filed 2026-11-05
Cullen T Bankers, Inc.
DECREASED
Shares2,024,882 from 2,040,031
Change-15,149 (-1%)
Value$210.4M (-$1.6M)
Filed 2026-10-28
Creative Planning
DECREASED
Shares2,006,258 from 2,039,695
Change-33,437 (-2%)
Value$208.4M (-$3.5M)
Filed 2026-11-02
Keybank National Association
DECREASED
Shares1,525,780 from 1,542,820
Change-17,040 (-1%)
Value$158.5M (-$1.8M)
Filed 2026-11-04
New York University
NEW
Shares1,500,064
Change+1,500,064
Value$155.8M
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares1,440,936 from 3,866,685
Change-2,425,749 (-63%)
Value$149.7M (-$252.0M)
Filed 2026-11-04
Bailard, Inc.
INCREASED
Shares1,322,769 from 1,283,581
Change+39,188 (+3%)
Value$137.4M (+$4.1M)
Filed 2026-10-13
WoodTrust Financial Corp
DECREASED
Shares959,374 from 961,159
Change-1,785 (0%)
Value$99.7K (-$99.7M)
Filed 2026-10-09
iA Global Asset Management Inc.
INCREASED
Shares940,808 from 155,519
Change+785,289 (+505%)
Value$97.7K (-$16.1M)
Filed 2026-10-29
Commonwealth Equity Services, LLC
DECREASED
Shares914,730 from 927,177
Change-12,447 (-1%)
Value$95.0M (-$1.3M)
Filed 2026-11-02
Confluence Wealth Services, Inc.
INCREASED
Shares909,417 from 762,478
Change+146,939 (+19%)
Value$94.5M (+$15.3M)
Filed 2026-11-05
Linscomb Wealth, Inc.
DECREASED
Shares805,011 from 833,150
Change-28,139 (-3%)
Value$83.6M (-$2.9M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares791,222 from 710,193
Change+81,029 (+11%)
Value$80.5M (+$7.1M)
Filed 2026-10-13
Wilmington Savings Fund Society, FSB
INCREASED
Shares775,289 from 691,236
Change+84,053 (+12%)
Value$80.5M (+$8.7M)
Filed 2026-10-23
Greenfield FTC, Inc.
UNCHANGED
Shares774,023 from 774,023
Change0 (0%)
Value$80.4M (+$7.7K)
Filed 2026-10-16
Strs Ohio
DECREASED
Shares761,567 from 853,756
Change-92,189 (-11%)
Value$79.1M (-$9.6M)
Filed 2026-10-30
CIBC Asset Management Inc
DECREASED
Shares736,647 from 872,310
Change-135,663 (-16%)
Value$76.5M (-$14.1M)
Filed 2026-11-05
BIP Wealth, LLC
INCREASED
Shares706,656 from 675,556
Change+31,100 (+5%)
Value$73.4M (+$3.2M)
Filed 2026-10-22
AMG National Trust Bank
DECREASED
Shares691,143 from 694,941
Change-3,798 (-1%)
Value$71.8M (-$387.5K)
Filed 2026-11-05
Bokf, NA
DECREASED
Shares651,674 from 760,147
Change-108,473 (-14%)
Value$67.7M (-$11.3M)
Filed 2026-10-27
TD Private Client Wealth LLC
INCREASED
Shares619,673 from 611,249
Change+8,424 (+1%)
Value$64.4M (+$881.3K)
Filed 2026-10-28
First Horizon Corp
INCREASED
Shares608,836 from 608,298
Change+538 (+0%)
Value$63.3M (+$62.0K)
Filed 2026-10-26
Valeo Financial Advisors, LLC
DECREASED
Shares601,118 from 608,798
Change-7,680 (-1%)
Value$62.5M (-$791.7K)
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares568,002 from 574,755
Change-6,753 (-1%)
Value$59.0M (-$695.8K)
Filed 2026-10-05
Ryan Investment Management, Inc.
INCREASED
Shares551,832 from 529,994
Change+21,838 (+4%)
Value$57.3M (+$2.3M)
Filed 2026-10-20
Accredited Investors Inc.
DECREASED
Shares532,894 from 546,667
Change-13,773 (-3%)
Value$55.4M (-$1.4M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares524,784 from 602,592
Change-77,808 (-13%)
Value$54.5K (-$62.5M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares523,916 from 529,579
Change-5,663 (-1%)
Value$11.1M (-$43.8M)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares519,555 from 525,215
Change-5,660 (-1%)
Value$54.0M (-$582.8K)
Filed 2026-10-28
IFG Advisors, LLC
DECREASED
Shares478,746 from 493,375
Change-14,629 (-3%)
Value$49.7M (-$1.5M)
Filed 2026-10-15
Choreo, LLC
DECREASED
Shares478,216 from 479,052
Change-836 (0%)
Value$49.7M (-$82.0K)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares459,402 from 418,507
Change+40,895 (+10%)
Value$47.7M (+$4.3M)
Filed 2026-10-16
Nisa Investment Advisors, LLC
UNCHANGED
Shares459,150 from 459,150
Change0 (0%)
Value$47.7M (+$4.6K)
Filed 2026-10-20
HT Partners LLC
DECREASED
Shares434,124 from 434,456
Change-332 (0%)
Value$45.1M (-$30.1K)
Filed 2026-10-20
Citizens Financial Group Inc
DECREASED
Shares429,697 from 473,434
Change-43,737 (-9%)
Value$44.6M (-$4.5M)
Filed 2026-10-23
Grant Street Asset Management, Inc.
INCREASED
Shares412,534 from 408,733
Change+3,801 (+1%)
Value$42.9M (+$399.0K)
Filed 2026-10-26
ANB Bank
INCREASED
Shares407,716 from 179,275
Change+228,441 (+127%)
Value$42.4M (+$23.7M)
Filed 2026-10-09
Greenleaf Trust
DECREASED
Shares407,303 from 416,146
Change-8,843 (-2%)
Value$42.3M (-$914.5K)
Filed 2026-10-29
First Pacific Financial
DECREASED
Shares407,082 from 411,859
Change-4,777 (-1%)
Value$42.3M (-$492.1K)
Filed 2026-10-14
Allspring Global Investments Holdings, LLC
DECREASED
Shares402,959 from 416,137
Change-13,178 (-3%)
Value$41.4M (-$1.4M)
Filed 2026-11-04
Lockheed Martin Investment Management Co
NEW
Shares398,015
Change+398,015
Value$41.3M
Filed 2026-11-04
Coastline Trust Co
DECREASED
Shares394,010 from 412,460
Change-18,450 (-4%)
Value$40.9M (-$1.9M)
Filed 2026-10-01
StoneX Group Inc.
INCREASED
Shares384,791 from 354,786
Change+30,005 (+8%)
Value$40.0M (+$3.1M)
Filed 2026-11-03
Leona M. & Harry B. Helmsley Charitable Trust
INCREASED
Shares384,360 from 101,851
Change+282,509 (+277%)
Value$39.9M (+$29.4M)
Filed 2026-10-20
DT Investment Partners, LLC
UNCHANGED
Shares370,143 from 370,143
Change0 (0%)
Value$38.5M (+$3.7K)
Filed 2026-10-27
Mesirow Financial Investment Management, Inc.
INCREASED
Shares366,890 from 366,884
Change+6 (0%)
Value$38.1M (+$4.2K)
Filed 2026-11-05
Unique Wealth, LLC
DECREASED
Shares357,032 from 360,925
Change-3,893 (-1%)
Value$37.1M (-$400.8K)
Filed 2026-10-16
Principal Financial Group Inc
DECREASED
Shares356,926 from 444,305
Change-87,379 (-20%)
Value$37.1M (-$9.1M)
Filed 2026-11-02
Paulson Wealth Management Inc.
DECREASED
Shares352,548 from 352,626
Change-78 (0%)
Value$36.6M (-$4.6K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares349,497 from 336,232
Change+13,265 (+4%)
Value$36.3M (+$1.4M)
Filed 2026-11-02
New Harbor Financial Group, LLC
INCREASED
Shares345,425 from 337,374
Change+8,051 (+2%)
Value$35.9M (+$839.8K)
Filed 2026-10-22
Fluent Financial, LLC
DECREASED
Shares331,576 from 460,833
Change-129,257 (-28%)
Value$34.4M (-$13.4M)
Filed 2026-10-13
Colton Groome Financial Advisors, LLC
INCREASED
Shares330,827 from 311,828
Change+18,999 (+6%)
Value$34.4M (+$2.0M)
Filed 2026-10-06
Retirement Systems of Alabama
UNCHANGED
Shares325,864 from 325,864
Change0 (0%)
Value$33.9M (+$3.3K)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares324,846 from 311,358
Change+13,488 (+4%)
Value$32.9M (+$550.2K)
Filed 2026-11-04
Brewster Financial Planning LLC
DECREASED
Shares324,259 from 325,592
Change-1,333 (0%)
Value$33.7M (-$135.2K)
Filed 2026-10-13
Oppenheimer Asset Management Inc.
INCREASED
Shares321,998 from 308,434
Change+13,564 (+4%)
Value$33.5M (+$1.4M)
Filed 2026-10-27
Idaho Trust Co
INCREASED
Shares315,070 from 272,083
Change+42,987 (+16%)
Value$32.7M (+$4.5M)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares307,566 from 305,287
Change+2,279 (+1%)
Value$32.0M (+$239.7K)
Filed 2026-10-23
Courier Capital LLC
DECREASED
Shares303,514 from 304,792
Change-1,278 (0%)
Value$31.5M (-$129.7K)
Filed 2026-10-19
Verger Capital Management LLC
DECREASED
Shares289,794 from 297,494
Change-7,700 (-3%)
Value$30.1M (-$797.0K)
Filed 2026-10-22
Arbor Investment Advisors, LLC
DECREASED
Shares285,923 from 288,795
Change-2,872 (-1%)
Value$29.7M (-$295.5K)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares284,890 from 229,188
Change+55,702 (+24%)
Value$29.6M (+$5.8M)
Filed 2026-11-04
Pittenger & Anderson Inc
DECREASED
Shares284,449 from 310,192
Change-25,743 (-8%)
Value$29.6M (-$2.7M)
Filed 2026-11-02
71 West Capital Partners
DECREASED
Shares281,329 from 285,242
Change-3,913 (-1%)
Value$29.2M (-$403.7K)
Filed 2026-11-04
Tanglewood Wealth Management, Inc.
UNCHANGED
Shares281,224 from 281,224
Change0 (0%)
Value$29.2M (+$2.8K)
Filed 2026-10-23
Latigo Investments, LLC
UNCHANGED
Shares278,590 from 278,590
Change0 (0%)
Value$28.9M (+$2.8K)
Filed 2026-10-29
Stairway Partners, LLC
DECREASED
Shares277,784 from 278,614
Change-830 (0%)
Value$28.9M (-$83.4K)
Filed 2026-10-02
Cornerstone Management, Inc.
INCREASED
Shares275,644 from 256,665
Change+18,979 (+7%)
Value$28.6M (+$2.0M)
Filed 2026-10-16
Lmcg Investments, LLC
INCREASED
Shares266,594 from 257,583
Change+9,011 (+4%)
Value$27.7M (+$938.7K)
Filed 2026-10-21
Washington Trust Bank
INCREASED
Shares260,998 from 237,804
Change+23,194 (+10%)
Value$27.1M (+$2.4M)
Filed 2026-11-03
Prosperity Planning, Inc.
INCREASED
Shares260,791 from 255,360
Change+5,431 (+2%)
Value$27.1M (+$566.8K)
Filed 2026-10-09
RED Cedar Investment Management, LLC
UNCHANGED
Shares258,485 from 258,485
Change0 (0%)
Value$26.9M (+$2.6K)
Filed 2026-11-04
Arrien Investments, Inc.
INCREASED
Shares254,596 from 254,325
Change+271 (+0%)
Value$26.4M (+$30.7K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares248,171 from 234,167
Change+14,004 (+6%)
Value$25.8M (+$1.5M)
Filed 2026-11-03
Brighton Jones LLC
DECREASED
Shares237,334 from 240,359
Change-3,025 (-1%)
Value$24.7M (-$311.8K)
Filed 2026-11-03
Verdence Capital Advisors LLC
INCREASED
Shares234,087 from 227,193
Change+6,894 (+3%)
Value$24.3M (+$718.5K)
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares229,604 from 222,103
Change+7,501 (+3%)
Value$23.9M (+$781.5K)
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares226,949 from 216,265
Change+10,684 (+5%)
Value$23.6M (+$1.1M)
Filed 2026-11-04
Financial & Tax Architects, LLC
INCREASED
Shares226,875 from 215,339
Change+11,536 (+5%)
Value$23.6M (+$1.2M)
Filed 2026-10-15
Midwest Trust Co
DECREASED
Shares223,003 from 227,292
Change-4,289 (-2%)
Value$23.2M (-$443.3K)
Filed 2026-10-22
D.A. Davidson & Co.
DECREASED
Shares217,443 from 279,641
Change-62,198 (-22%)
Value$22.6M (-$6.5M)
Filed 2026-10-28
Aries Wealth Management
INCREASED
Shares216,247 from 209,435
Change+6,812 (+3%)
Value$22.5M (+$709.8K)
Filed 2026-10-23
State of Wyoming
UNCHANGED
Shares212,452 from 212,452
Change0 (0%)
Value$22.1M (+$2.1K)
Filed 2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED
Shares208,366 from 197,397
Change+10,969 (+6%)
Value$21.6M (+$1.1M)
Filed 2026-10-21
Salomon & Ludwin, LLC
DECREASED
Shares203,902 from 206,707
Change-2,805 (-1%)
Value$21.2M (-$109.3K)
Filed 2026-10-29
Clear Creek Financial Management, LLC
DECREASED
Shares199,572 from 260,004
Change-60,432 (-23%)
Value$20.7M (-$6.3M)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED
Shares196,238 from 187,093
Change+9,145 (+5%)
Value$20.4M (+$951.9K)
Filed 2026-10-22
Hilltop National Bank
INCREASED
Shares194,080 from 185,481
Change+8,599 (+5%)
Value$20.2M (+$895.2K)
Filed 2026-10-14
Wealth Advisory Solutions, LLC
DECREASED
Shares193,102 from 193,267
Change-165 (0%)
Value$20.1M (-$15.2K)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
DECREASED
Shares183,874 from 183,951
Change-77 (0%)
Value$19.1M (-$6.2K)
Filed 2026-10-05
Calamos Wealth Management LLC
INCREASED
Shares181,160 from 180,726
Change+434 (+0%)
Value$18.8M (+$46.9K)
Filed 2026-11-02
Constellation Investments, Inc.
UNCHANGED
Shares179,699 from 179,699
Change0 (0%)
Value$18.7M (+$1.8K)
Filed 2026-10-28
Corundum Group, Inc.
INCREASED
Shares179,588 from 164,969
Change+14,619 (+9%)
Value$18.7M (+$1.5M)
Filed 2026-10-28
Ted Buchan & Co
INCREASED
Shares176,544 from 174,931
Change+1,613 (+1%)
Value$18.3M (+$169.4K)
Filed 2026-10-23
Yousif Capital Management, LLC
DECREASED
Shares175,943 from 246,051
Change-70,108 (-28%)
Value$18.3M (-$7.3M)
Filed 2026-10-22
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares167,459 from 163,088
Change+4,371 (+3%)
Value$17.4M (+$455.7K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares166,820 from 165,876
Change+944 (+1%)
Value$17.3M (+$99.7K)
Filed 2026-10-16
Canandaigua National Bank & Trust Co
DECREASED
Shares166,123 from 168,040
Change-1,917 (-1%)
Value$17.3M (-$197.5K)
Filed 2026-10-07
J.W. Cole Advisors, Inc.
INCREASED
Shares165,277 from 160,300
Change+4,977 (+3%)
Value$17.2M (+$518.6K)
Filed 2026-11-05
SteelPeak Wealth, LLC
DECREASED
Shares164,738 from 168,692
Change-3,954 (-2%)
Value$17.1M (-$409.1K)
Filed 2026-10-16
MCF Advisors LLC
DECREASED
Shares163,426 from 164,941
Change-1,515 (-1%)
Value$17.0M (-$155.7K)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
INCREASED
Shares163,409 from 161,113
Change+2,296 (+1%)
Value$17.0M (+$240.1K)
Filed 2026-10-08
Mather Group, Llc.
DECREASED
Shares162,554 from 168,326
Change-5,772 (-3%)
Value$16.9M (-$597.9K)
Filed 2026-10-14
Integrity Alliance, Llc.
INCREASED
Shares161,518 from 157,543
Change+3,975 (+3%)
Value$16.8M (+$414.5K)
Filed 2026-10-29
Waters Parkerson & Co., LLC
INCREASED
Shares160,650 from 153,283
Change+7,367 (+5%)
Value$16.7M (+$766.9K)
Filed 2026-11-04
Parkside Financial Bank & Trust
INCREASED
Shares158,880 from 158,028
Change+852 (+1%)
Value$16.5M (+$90.1K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares158,406 from 154,929
Change+3,477 (+2%)
Value$16.5M (+$362.8K)
Filed 2026-11-04
Procyon Advisors, LLC
INCREASED
Shares155,920 from 96,106
Change+59,814 (+62%)
Value$16.2M (+$6.2M)
Filed 2026-10-21
Antonelli Financial Advisors, LLC
INCREASED
Shares155,530 from 136,795
Change+18,735 (+14%)
Value$16.2M (+$1.9M)
Filed 2026-10-13
Tctc Holdings, LLC
INCREASED
Shares153,195 from 151,846
Change+1,349 (+1%)
Value$15.9M (+$141.7K)
Filed 2026-11-02
Diversified Management Inc
INCREASED
Shares151,846 from 147,913
Change+3,933 (+3%)
Value$15.8M (+$410.1K)
Filed 2026-10-08
Patton Fund Management, Inc.
DECREASED
Shares150,408 from 156,767
Change-6,359 (-4%)
Value$15.6M (-$659.1K)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares150,138 from 149,204
Change+934 (+1%)
Value$15.6M (+$98.5K)
Filed 2026-10-22
HMS Capital Management, LLC
DECREASED
Shares148,321 from 149,005
Change-684 (0%)
Value$15.4M (-$69.6K)
Filed 2026-10-20
Gray Private Wealth, LLC
INCREASED
Shares144,109 from 138,509
Change+5,600 (+4%)
Value$15.0M (+$583.3K)
Filed 2026-10-28
Shulman DeMeo Asset Management LLC
DECREASED
Shares143,310 from 145,883
Change-2,573 (-2%)
Value$14.9M (-$245.8K)
Filed 2026-10-09
TD Waterhouse Canada Inc.
INCREASED
Shares141,188 from 127,379
Change+13,809 (+11%)
Value$14.5M (+$1.4M)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares141,145 from 133,998
Change+7,147 (+5%)
Value$14.7M (+$744.6K)
Filed 2026-10-08
AdvisorNet Financial, Inc
INCREASED
Shares141,110 from 134,811
Change+6,299 (+5%)
Value$14.5M (+$494.8K)
Filed 2026-10-15
Brickley Wealth Management
UNCHANGED
Shares140,863 from 140,863
Change0 (0%)
Value$14.6M (+$1.4K)
Filed 2026-11-04
LWM Advisors Inc
INCREASED
Shares140,023 from 139,800
Change+223 (+0%)
Value$14.5M (+$24.6K)
Filed 2026-10-08
Avity Investment Management Inc.
DECREASED
Shares139,269 from 139,868
Change-599 (0%)
Value$14.5M (-$60.8K)
Filed 2026-10-09
Noble Family Wealth, LLC
DECREASED
Shares138,928 from 139,167
Change-239 (0%)
Value$14.4M (-$23.4K)
Filed 2026-10-26
RVW Wealth, LLC
DECREASED
Shares137,032 from 138,439
Change-1,407 (-1%)
Value$14.2M (-$144.8K)
Filed 2026-10-06
Wesbanco Bank Inc
DECREASED
Shares136,123 from 144,407
Change-8,284 (-6%)
Value$14.1M (-$859.2K)
Filed 2026-11-04
Chesley Taft & Associates LLC
INCREASED
Shares135,428 from 135,426
Change+2 (0%)
Value$14.1M (+$1.6K)
Filed 2026-10-13
Waterway Wealth Management, LLC
DECREASED
Shares135,237 from 137,342
Change-2,105 (-2%)
Value$14.0M (-$217.2K)
Filed 2026-10-28
Precedent Wealth Partners, LLC
INCREASED
Shares133,461 from 126,313
Change+7,148 (+6%)
Value$13.9M (+$743.9K)
Filed 2026-10-21
Globalt Investments LLC / GA
DECREASED
Shares129,678 from 135,150
Change-5,472 (-4%)
Value$13.5M (-$567.1K)
Filed 2026-10-27
Amarillo National Bank
DECREASED
Shares128,380 from 128,420
Change-40 (0%)
Value$13.3M (-$2.9K)
Filed 2026-10-23
OFS Enterprise LLC
DECREASED
Shares127,756 from 129,400
Change-1,644 (-1%)
Value$13.3M (-$169.5K)
Filed 2026-10-16
St. Louis Trust Co
UNCHANGED
Shares125,451 from 125,451
Change0 (0%)
Value$13.0M (+$10.8M)
Filed 2026-11-03
Independence Bank of Kentucky
DECREASED
Shares124,733 from 127,608
Change-2,875 (-2%)
Value$13.0M (-$297.4K)
Filed 2026-10-26
Sterling Group Wealth Management, LLC
INCREASED
Shares123,491 from 122,087
Change+1,404 (+1%)
Value$12.8M (+$147.2K)
Filed 2026-11-03
Mycio Wealth Partners, LLC
UNCHANGED
Shares122,608 from 122,608
Change0 (0%)
Value$12.7M (+$1.2K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares122,223 from 185,638
Change-63,415 (-34%)
Value$12.7K (-$19.3M)
Filed 2026-10-26
Titleist Asset Management, LLC
INCREASED
Shares121,442 from 117,379
Change+4,063 (+3%)
Value$12.6M (+$423.3K)
Filed 2026-10-08
Provenance Wealth Advisors, LLC
INCREASED
Shares119,709 from 96,509
Change+23,200 (+24%)
Value$12.4M (+$2.4M)
Filed 2026-10-30
Spire Wealth Management
DECREASED
Shares119,642 from 126,219
Change-6,577 (-5%)
Value$12.4M (-$682.1K)
Filed 2026-10-30
Atria Investments, Inc
DECREASED
Shares118,654 from 486,087
Change-367,433 (-76%)
Value$12.3M (-$38.2M)
Filed 2026-10-15
Elevatus Welath Management
INCREASED
Shares117,094 from 115,675
Change+1,419 (+1%)
Value$12.2M (+$148.5K)
Filed 2026-10-19
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares116,617 from 116,290
Change+327 (+0%)
Value$12.1M (+$35.1K)
Filed 2026-10-22
Crestwood Advisors Group, LLC
DECREASED
Shares115,857 from 116,468
Change-611 (-1%)
Value$12.0M (-$62.3K)
Filed 2026-10-27
Canton Hathaway, LLC
UNCHANGED
Shares115,649 from 115,649
Change0 (0%)
Value$12.0M (+$1.2K)
Filed 2026-10-23
Mechanics Financial Corp
INCREASED
Shares113,018 from 112,998
Change+20 (+0%)
Value$11.7M (+$3.2K)
Filed 2026-11-05
Oasis Advisors, LLC
INCREASED
Shares112,963 from 92,108
Change+20,855 (+23%)
Value$11.7M (+$2.2M)
Filed 2026-10-16
Conning Inc.
INCREASED
Shares111,910 from 108,490
Change+3,420 (+3%)
Value$11.6M (+$356.4K)
Filed 2026-10-27
AUA Capital Management, LLC
DECREASED
Shares111,761 from 116,496
Change-4,735 (-4%)
Value$11.6M (-$490.8K)
Filed 2026-10-15
Gateway Investment Advisers LLC
INCREASED
Shares111,699 from 111,223
Change+476 (+0%)
Value$11.6M (+$50.6K)
Filed 2026-10-13
Washington Trust Co
DECREASED
Shares111,404 from 111,893
Change-489 (0%)
Value$11.6M (-$49.7K)
Filed 2026-10-22
Sincerus Advisory, LLC
INCREASED
Shares111,088 from 103,542
Change+7,546 (+7%)
Value$11.5M (+$785.0K)
Filed 2026-10-09
Hoge Financial Services, LLC
INCREASED
Shares110,670 from 109,261
Change+1,409 (+1%)
Value$11.5M (+$139.0K)
Filed 2026-11-05
Corepath Wealth Partners LLC
DECREASED
Shares110,477 from 119,686
Change-9,209 (-8%)
Value$11.4M (-$980.6K)
Filed 2026-10-21
Aspiriant, LLC
INCREASED
Shares109,838 from 82,823
Change+27,015 (+33%)
Value$11.4M (+$2.8M)
Filed 2026-10-16
Venture Visionary Partners LLC
INCREASED
Shares109,483 from 108,215
Change+1,268 (+1%)
Value$11.4M (+$132.8K)
Filed 2026-10-07
Elevation Point Wealth Partners, LLC
DECREASED
Shares109,326 from 109,345
Change-19 (0%)
Value$11.4M (-$880)
Filed 2026-11-05
Nixon Peabody Trust Co
INCREASED
Shares106,992 from 106,691
Change+301 (+0%)
Value$11.1M (+$32.3K)
Filed 2026-10-23
Grove Bank & Trust
INCREASED
Shares106,828 from 103,773
Change+3,055 (+3%)
Value$11.1M (+$318.4K)
Filed 2026-10-08
Ascent Group, LLC
DECREASED
Shares104,781 from 106,628
Change-1,847 (-2%)
Value$10.9M (-$190.9K)
Filed 2026-10-30
Fulton Bank, N.A.
DECREASED
Shares104,644 from 104,671
Change-27 (0%)
Value$10.9M (-$1.8K)
Filed 2026-10-14
Parisi Gray Wealth Management
INCREASED
Shares104,276 from 100,528
Change+3,748 (+4%)
Value$10.8M (+$390.4K)
Filed 2026-10-16
Avior Wealth Management, LLC
INCREASED
Shares103,816 from 92,906
Change+10,910 (+12%)
Value$10.8M (+$1.1M)
Filed 2026-10-13
Angeles Wealth Management, LLC
INCREASED
Shares102,662 from 100,725
Change+1,937 (+2%)
Value$10.7M (+$202.2K)
Filed 2026-10-26
Grimes & Co Wealth Management, LLC
INCREASED
Shares101,193 from 99,527
Change+1,666 (+2%)
Value$10.5M (+$174.1K)
Filed 2026-10-29
Prospera Financial Services Inc
INCREASED
Shares100,576 from 90,232
Change+10,344 (+11%)
Value$10.4M (+$1.0M)
Filed 2026-11-04
Heritage Investors Management Corp
DECREASED
Shares98,637 from 102,515
Change-3,878 (-4%)
Value$10.2K (-$10.6M)
Filed 2026-10-29
Arvest Investments, Inc.
INCREASED
Shares97,630 from 97,426
Change+204 (+0%)
Value$10.1M (+$22.2K)
Filed 2026-10-21
Alamar Capital Management, LLC
DECREASED
Shares97,587 from 102,978
Change-5,391 (-5%)
Value$10.1M (-$559.0K)
Filed 2026-11-02
First Financial Bank - Trust Division
DECREASED
Shares95,621 from 96,771
Change-1,150 (-1%)
Value$9.9M (-$118.5K)
Filed 2026-10-01
Orin Green Financial, LLC
DECREASED
Shares95,073 from 95,203
Change-130 (0%)
Value$9.9M (-$12.6K)
Filed 2026-10-19
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares94,570 from 89,481
Change+5,089 (+6%)
Value$9.8M (+$529.5K)
Filed 2026-10-15
Arcadia Investment Advisors LLC
DECREASED
Shares93,161 from 96,077
Change-2,916 (-3%)
Value$9.7M (-$302.0K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares92,762 from 91,686
Change+1,076 (+1%)
Value$9.6M (+$112.8K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
DECREASED
Shares92,207 from 94,696
Change-2,489 (-3%)
Value$9.5M (-$281.0K)
Filed 2026-10-27
Old National Bancorp
DECREASED
Shares91,794 from 93,874
Change-2,080 (-2%)
Value$9.5M (-$215.2K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares91,536 from 87,952
Change+3,584 (+4%)
Value$9.5M (+$373.2K)
Filed 2026-10-30
Blankinship & Foster, LLC
DECREASED
Shares90,972 from 91,276
Change-304 (0%)
Value$9.5M (-$30.7K)
Filed 2026-10-19
4Thought Financial Group Inc.
DECREASED
Shares90,951 from 92,594
Change-1,643 (-2%)
Value$9.4M (-$169.8K)
Filed 2026-11-02
United Community Bank
DECREASED
Shares90,568 from 92,548
Change-1,980 (-2%)
Value$9.4M (-$204.8K)
Filed 2026-10-28
Whitegate Investment Counselors, Inc.
INCREASED
Shares90,544 from 89,573
Change+971 (+1%)
Value$9.4M (+$101.8K)
Filed 2026-11-02
Financial Enhancement Group LLC
DECREASED
Shares89,812 from 93,937
Change-4,125 (-4%)
Value$9.3M (-$498.6K)
Filed 2026-10-08
SAX Wealth Advisors, LLC
INCREASED
Shares89,757 from 85,699
Change+4,058 (+5%)
Value$9.3M (+$1.0M)
Filed 2026-10-13
Central Bank & Trust Co
INCREASED
Shares89,369 from 86,150
Change+3,219 (+4%)
Value$9.3M (+$335.3K)
Filed 2026-10-09
Prism Advisors, Inc.
DECREASED
Shares87,130 from 89,211
Change-2,081 (-2%)
Value$8.9M (-$319.0K)
Filed 2026-10-09
Capital Advantage, Inc.
DECREASED
Shares86,721 from 90,234
Change-3,513 (-4%)
Value$9.0M (-$364.0K)
Filed 2026-10-14
Summit Asset Management, LLC
UNCHANGED
Shares86,515 from 86,515
Change0 (0%)
Value$9.0M (+$865)
Filed 2026-11-05
Ellis Investment Partners, LLC
INCREASED
Shares86,066 from 85,560
Change+506 (+1%)
Value$8.9M (+$53.4K)
Filed 2026-10-21
Prairie Advisory, LLC
INCREASED
Shares86,038 from 42,477
Change+43,561 (+103%)
Value$8.9M (+$4.5M)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED
Shares85,325 from 87,246
Change-1,921 (-2%)
Value$8.9M (-$198.7K)
Filed 2026-11-03
Lodestar Private Asset Management LLC
DECREASED
Shares84,023 from 95,299
Change-11,276 (-12%)
Value$8.7M (-$1.2M)
Filed 2026-10-26
Patten & Patten Inc
INCREASED
Shares82,805 from 81,333
Change+1,472 (+2%)
Value$8.6M (+$153.7K)
Filed 2026-10-26
Birch Hill Investment Advisors LLC
INCREASED
Shares82,764 from 82,689
Change+75 (+0%)
Value$8.6M (+$8.6K)
Filed 2026-10-16
Investment Partners, Ltd.
INCREASED
Shares82,597 from 41,681
Change+40,916 (+98%)
Value$8.6M (+$4.3M)
Filed 2026-10-29
First National Trust Co
DECREASED
Shares82,259 from 85,925
Change-3,666 (-4%)
Value$8.5M (-$380.0K)
Filed 2026-10-28
Ironwood Financial, llc
DECREASED
Shares81,041 from 81,945
Change-904 (-1%)
Value$8.4M (-$40.7K)
Filed 2026-10-20
Beirne Wealth Consulting Services, LLC
DECREASED
Shares80,715 from 81,873
Change-1,158 (-1%)
Value$8.4M (-$119.6K)
Filed 2026-10-19
New England Private Wealth Advisors LLC
UNCHANGED
Shares78,478 from 78,478
Change0 (0%)
Value$8.2M (+$37.7K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
DECREASED
Shares76,700 from 76,734
Change-34 (0%)
Value$8.0M (-$2.8K)
Filed 2026-10-13
LCM Capital Management Inc
DECREASED
Shares76,304 from 76,825
Change-521 (-1%)
Value$7.9M (-$53.4K)
Filed 2026-10-20
NBT Bank, N.A.
DECREASED
Shares75,434 from 77,799
Change-2,365 (-3%)
Value$7.8M (-$244.9K)
Filed 2026-10-21
Sowell Financial Services LLC
INCREASED
Shares75,049 from 72,732
Change+2,317 (+3%)
Value$7.8M (+$241.4K)
Filed 2026-10-23
Sepio Capital, LP
INCREASED
Shares74,995 from 74,988
Change+7 (+0%)
Value$7.8M (+$1.5K)
Filed 2026-10-22
First Hawaiian Bank
DECREASED
Shares74,604 from 74,990
Change-386 (-1%)
Value$7.8M (-$39.4K)
Filed 2026-10-14
GreatBanc Trust Co
INCREASED
Shares74,500 from 68,800
Change+5,700 (+8%)
Value$7.7M (+$592.9K)
Filed 2026-11-04
Baron Financial Group, LLC
DECREASED
Shares74,156 from 74,534
Change-378 (-1%)
Value$7.7M (-$38.5K)
Filed 2026-10-09
City Holding Co
INCREASED
Shares73,657 from 70,747
Change+2,910 (+4%)
Value$7.7M (+$303.0K)
Filed 2026-10-19
Foundation Wealth Management, Llc\pa
DECREASED
Shares73,579 from 90,900
Change-17,321 (-19%)
Value$7.6M (-$1.8M)
Filed 2026-10-14
Cooke Wealth Management, LLC
DECREASED
Shares73,579 from 74,031
Change-452 (-1%)
Value$7.6M (-$46.2K)
Filed 2026-10-13
Rakuten Investment Management, Inc.
DECREASED
Shares73,214 from 73,784
Change-570 (-1%)
Value$7.7M (+$20.8K)
Filed 2026-10-30
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares73,143 from 77,190
Change-4,047 (-5%)
Value$7.6M (-$419.7K)
Filed 2026-10-08
Angeles Investment Advisors, LLC
UNCHANGED
Shares72,735 from 72,735
Change0 (0%)
Value$7.6M (+$727)
Filed 2026-10-22
NTV Asset Management LLC
INCREASED
Shares72,496 from 52,664
Change+19,832 (+38%)
Value$7.5M (+$2.1M)
Filed 2026-10-23
Endowment Wealth Management, Inc.
INCREASED
Shares72,407 from 66,584
Change+5,823 (+9%)
Value$7.5M (+$605.6K)
Filed 2026-11-03
James Investment Research, Inc.
DECREASED
Shares71,998 from 72,038
Change-40 (0%)
Value$7.5M (-$3.5K)
Filed 2026-10-22
First Citizens Financial Corp
DECREASED
Shares71,838 from 74,689
Change-2,851 (-4%)
Value$7.5M (-$295.4K)
Filed 2026-10-02
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares70,747 from 87,735
Change-16,988 (-19%)
Value$7.3M (-$1.8M)
Filed 2026-10-27
Powell Investment Advisors, LLC
DECREASED
Shares69,590 from 70,899
Change-1,309 (-2%)
Value$7.2M (-$135.3K)
Filed 2026-10-22
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares68,940 from 73,509
Change-4,569 (-6%)
Value$7.2M (-$473.9K)
Filed 2026-10-13
Compound Planning, Inc.
INCREASED
Shares67,614 from 66,785
Change+829 (+1%)
Value$7.0M (+$86.8K)
Filed 2026-11-05
Macroview Investment Management LLC
DECREASED
Shares67,570 from 67,589
Change-19 (0%)
Value$7.0M (-$1.3K)
Filed 2026-10-26
ERn Financial, LLC
DECREASED
Shares67,209 from 67,864
Change-655 (-1%)
Value$7.0M (-$67.4K)
Filed 2026-10-28
Midwest Professional Planners, Ltd.
INCREASED
Shares66,953 from 66,600
Change+353 (+1%)
Value$7.0M (+$37.4K)
Filed 2026-10-29
Delta Financial Advisors LLC
UNCHANGED
Shares66,876 from 66,876
Change0 (0%)
Value$6.9M (+$669)
Filed 2026-10-27
Compass Financial Group, Inc. (Ohio)
INCREASED
Shares66,566 from 58,343
Change+8,223 (+14%)
Value$6.9M (+$854.9K)
Filed 2026-10-19
LBJ Family Wealth Advisors, Ltd.
DECREASED
Shares66,383 from 66,885
Change-502 (-1%)
Value$6.9K (-$22)
Filed 2026-10-01
Wealthcare Advisory Partners LLC
INCREASED
Shares65,969 from 63,743
Change+2,226 (+3%)
Value$6.9M (+$232.0K)
Filed 2026-10-21
Connecticut Wealth Management, LLC
UNCHANGED
Shares65,790 from 65,790
Change0 (0%)
Value$6.8M (+$657)
Filed 2026-10-13
Pathway Financial Advisors LLC
INCREASED
Shares65,022 from 64,356
Change+666 (+1%)
Value$6.8M (+$38.3K)
Filed 2026-10-07
Parkway Wealth Management Group, LLC
DECREASED
Shares64,967 from 65,648
Change-681 (-1%)
Value$6.7M (-$70.0K)
Filed 2026-10-20
Cedar Mountain Advisors, LLC
INCREASED
Shares64,913 from 64,770
Change+143 (+0%)
Value$6.7M (+$15.5K)
Filed 2026-10-15
RMR Wealth Builders
INCREASED
Shares64,266 from 63,908
Change+358 (+1%)
Value$6.7M (+$37.8K)
Filed 2026-10-22
Paragon Capital Management Ltd
DECREASED
Shares64,264 from 64,265
Change-1 (0%)
Value$6.7M (+$435)
Filed 2026-10-09
Fifth Third Securities, Inc.
INCREASED
Shares62,978 from 9,099
Change+53,879 (+592%)
Value$6.5M (+$5.6M)
Filed 2026-10-21
Burke & Herbert Bank & Trust Co
INCREASED
Shares62,970 from 61,748
Change+1,222 (+2%)
Value$6.5M (+$127.6K)
Filed 2026-11-02
Innova Wealth Partners
INCREASED
Shares62,746 from 14,107
Change+48,639 (+345%)
Value$6.5M (+$5.1M)
Filed 2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares62,661 from 61,678
Change+983 (+2%)
Value$6.5M (+$102.8K)
Filed 2026-10-29
Paladin Partners, LLC
INCREASED
Shares62,337 from 60,655
Change+1,682 (+3%)
Value$6.5M (+$175.2K)
Filed 2026-10-06
Aaron Wealth Advisors LLC
DECREASED
Shares62,321 from 63,106
Change-785 (-1%)
Value$6.5M (-$80.9K)
Filed 2026-10-13
Providence First Trust Co
DECREASED
Shares61,513 from 65,905
Change-4,392 (-7%)
Value$6.4M (-$455.6K)
Filed 2026-11-02
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares60,593 from 61,137
Change-544 (-1%)
Value$6.3M (-$55.9K)
Filed 2026-10-27
Nvwm, LLC
INCREASED
Shares60,364 from 50,991
Change+9,373 (+18%)
Value$6.3M (+$974.4K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares60,070 from 55,542
Change+4,528 (+8%)
Value$6.2M (+$471.0K)
Filed 2026-10-21
Gryphon Financial Partners LLC
DECREASED
Shares59,500 from 59,505
Change-5 (0%)
Value$6.2M (+$25)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
INCREASED
Shares59,410 from 59,225
Change+185 (+0%)
Value$6.2M (+$19.8K)
Filed 2026-10-21
Visionary Wealth Advisors
INCREASED
Shares59,372 from 59,021
Change+351 (+1%)
Value$6.2M (+$37.0K)
Filed 2026-11-04
Meridian Wealth Management, LLC
INCREASED
Shares58,643 from 57,614
Change+1,029 (+2%)
Value$6.1M (+$107.5K)
Filed 2026-11-05
Grey Fox Wealth Advisors, LLC
DECREASED
Shares58,620 from 58,803
Change-183 (0%)
Value$6.1M (-$18.4K)
Filed 2026-11-03
Dynamic Wealth Strategies, LLC
DECREASED
Shares58,031 from 59,249
Change-1,218 (-2%)
Value$6.0M (-$125.9K)
Filed 2026-10-16
Arcataur Capital Management LLC
DECREASED
Shares57,864 from 58,189
Change-325 (-1%)
Value$6.0M (-$33.2K)
Filed 2026-10-21
Vise Technologies, Inc.
INCREASED
Shares57,785 from 41,271
Change+16,514 (+40%)
Value$6.0M (+$1.7M)
Filed 2026-10-29
Weaver Capital Management LLC
DECREASED
Shares57,750 from 85,460
Change-27,710 (-32%)
Value$6.0M (-$2.3M)
Filed 2026-10-15
Mullaney, Keating & Wright, Inc.
DECREASED
Shares57,474 from 58,681
Change-1,207 (-2%)
Value$6.0M (-$124.8K)
Filed 2026-10-19
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares57,438 from 58,733
Change-1,295 (-2%)
Value$6.0M (-$134.0K)
Filed 2026-10-19
Ferguson Wellman Capital Management, Inc
DECREASED
Shares57,248 from 57,738
Change-490 (-1%)
Value$5.9M (-$50.3K)
Filed 2026-10-05
Moller Wealth Partners
DECREASED
Shares56,791 from 57,755
Change-964 (-2%)
Value$5.9M (-$99.6K)
Filed 2026-10-15
Flower City Capital
DECREASED
Shares56,583 from 56,815
Change-232 (0%)
Value$5.9M (-$23.5K)
Filed 2026-10-15
Krane Financial Solutions LLC
INCREASED
Shares56,524 from 56,485
Change+39 (+0%)
Value$5.9M (+$4.7K)
Filed 2026-10-30
Capital Advisors, Ltd. LLC
INCREASED
Shares56,309 from 54,592
Change+1,717 (+3%)
Value$5.9K (+$179)
Filed 2026-10-27
NWF Advisory Services Inc.
INCREASED
Shares56,195 from 52,072
Change+4,123 (+8%)
Value$5.8M (+$428.9K)
Filed 2026-10-19
AGF Management LTD
INCREASED
Shares55,445 from 55,086
Change+359 (+1%)
Value$5.8M (+$37.8K)
Filed 2026-11-03
Able Financial Group, LLC
DECREASED
Shares55,165 from 55,428
Change-263 (0%)
Value$5.7M (-$26.8K)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares54,289 from 53,201
Change+1,088 (+2%)
Value$5.6M (+$113.5K)
Filed 2026-10-23
Mission Wealth Management, LP
DECREASED
Shares53,881 from 70,180
Change-16,299 (-23%)
Value$5.6M (-$1.7M)
Filed 2026-10-15
Santori & Peters, Inc.
INCREASED
Shares53,816 from 51,717
Change+2,099 (+4%)
Value$5.6M (+$218.6K)
Filed 2026-10-26
Crescent Grove Advisors, LLC
INCREASED
Shares53,400 from 53,092
Change+308 (+1%)
Value$5.5M (+$32.6K)
Filed 2026-10-21
Studio Investment Management LLC
INCREASED
Shares53,162 from 14,106
Change+39,056 (+277%)
Value$5.5M (+$4.1M)
Filed 2026-10-22
Gemmer Asset Management LLC
DECREASED
Shares52,683 from 53,756
Change-1,073 (-2%)
Value$5.5M (-$110.9K)
Filed 2026-10-16
Thompson Siegel & Walmsley LLC
DECREASED
Shares52,540 from 54,201
Change-1,661 (-3%)
Value$5.5M (-$172.0K)
Filed 2026-11-05
Smith & Howard Wealth Management, LLC
DECREASED
Shares52,206 from 53,241
Change-1,035 (-2%)
Value$5.4M (-$107.0K)
Filed 2026-10-27
Solstein Capital, LLC
INCREASED
Shares51,905 from 51,881
Change+24 (+0%)
Value$5.4M (+$3.0K)
Filed 2026-11-02
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares51,800 from 52,830
Change-1,030 (-2%)
Value$5.4M (-$106.5K)
Filed 2026-10-16
Milestone Asset Management, LLC
INCREASED
Shares51,519 from 11,184
Change+40,335 (+361%)
Value$5.4M (+$4.2M)
Filed 2026-10-15
FSA Wealth Partners, Inc.
INCREASED
Shares51,474 from 49,549
Change+1,925 (+4%)
Value$5.3M (+$200.5K)
Filed 2026-10-26
NYL Investors LLC
INCREASED
Shares51,232 from 45,239
Change+5,993 (+13%)
Value$5.3M (+$623.1K)
Filed 2026-11-03
Apella Capital, LLC
INCREASED
Shares50,786 from 25,314
Change+25,472 (+101%)
Value$5.2M (+$2.6M)
Filed 2026-10-08
Harbour Trust & Investment Management Co
DECREASED
Shares50,625 from 56,106
Change-5,481 (-10%)
Value$5.3M (-$568.9K)
Filed 2026-10-28
CFS Investment Advisory Services, LLC
DECREASED
Shares50,222 from 51,149
Change-927 (-2%)
Value$5.2M (-$104.3K)
Filed 2026-10-19
JFS Wealth Advisors, LLC
DECREASED
Shares50,154 from 51,347
Change-1,193 (-2%)
Value$5.2M (-$123.4K)
Filed 2026-11-03
Penobscot Investment Management Company, Inc.
DECREASED
Shares49,956 from 49,960
Change-4 (0%)
Value$5.2M (+$84)
Filed 2026-10-26
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares48,952 from 49,394
Change-442 (-1%)
Value$5.1M (-$45.4K)
Filed 2026-10-20
Texas Bank & Trust Co
INCREASED
Shares48,710 from 48,025
Change+685 (+1%)
Value$5.1M (+$71.6K)
Filed 2026-11-04
Fragasso Financial Advisors Inc
DECREASED
Shares47,634 from 47,878
Change-244 (-1%)
Value$4.9M (-$48.2K)
Filed 2026-10-13
Thrive Wealth Management, LLC
INCREASED
Shares47,336 from 44,506
Change+2,830 (+6%)
Value$4.9M (+$294.5K)
Filed 2026-10-13
Sigma Investment Counselors Inc
INCREASED
Shares47,296 from 41,406
Change+5,890 (+14%)
Value$4.9M (+$612.3K)
Filed 2026-10-27
Hudson Edge Investment Partners Inc.
UNCHANGED
Shares47,196 from 47,196
Change0 (0%)
Value$4.9M (+$472)
Filed 2026-10-28
Leverty Financial Group, LLC
DECREASED
Shares46,900 from 46,970
Change-70 (0%)
Value$4.9M (-$6.8K)
Filed 2026-10-08
Tarbox Family Office, Inc.
DECREASED
Shares46,378 from 47,265
Change-887 (-2%)
Value$4.8M (-$91.7K)
Filed 2026-10-23
McKinley Carter Wealth Services, Inc.
DECREASED
Shares46,314 from 49,278
Change-2,964 (-6%)
Value$4.8M (-$307.5K)
Filed 2026-10-16
Navigation Group, LLC
UNCHANGED
Shares46,251 from 46,251
Change0 (0%)
Value$4.8M (+$462)
Filed 2026-10-28
Northern Lights Advisors, Inc.
DECREASED
Shares45,933 from 46,675
Change-742 (-2%)
Value$4.8M (-$76.7K)
Filed 2026-10-21
Farmers & Merchants Investments Inc
INCREASED
Shares45,297 from 45,267
Change+30 (+0%)
Value$4.7M (+$3.6K)
Filed 2026-10-22
Heritage Family Offices, LLP
DECREASED
Shares45,249 from 58,846
Change-13,597 (-23%)
Value$4.7M (-$1.4M)
Filed 2026-11-02
Davenport & Co LLC
DECREASED
Shares45,045 from 61,167
Change-16,122 (-26%)
Value$4.7M (-$1.7M)
Filed 2026-10-14
Schear Investment Advisers, LLC
NEW
Shares44,793
Change+44,793
Value$4.7M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares44,793 from 45,952
Change-1,159 (-3%)
Value$4.7M (-$120.0K)
Filed 2026-10-14
Pinnacle Associates LTD
INCREASED
Shares44,005 from 43,755
Change+250 (+1%)
Value$4.6M (+$26.4K)
Filed 2026-10-20
Rainier Family Wealth Inc
INCREASED
Shares43,716 from 39,036
Change+4,680 (+12%)
Value$4.5M (+$486.6K)
Filed 2026-11-02
Dumont & Blake Investment Advisors LLC
INCREASED
Shares43,433 from 43,336
Change+97 (+0%)
Value$4.5M (+$10.5K)
Filed 2026-10-28
Founders Grove Wealth Partners, LLC
DECREASED
Shares43,276 from 44,126
Change-850 (-2%)
Value$4.5M (-$87.9K)
Filed 2026-10-16
True Link Financial Advisors, LLC
INCREASED
Shares43,273 from 40,810
Change+2,463 (+6%)
Value$4.5M (+$256.3K)
Filed 2026-10-27
Gerald Baker Financial Group LLC
DECREASED
Shares43,013 from 43,077
Change-64 (0%)
Value$4.5M (-$6.2K)
Filed 2026-10-09
Sterling Investment Advisors LLC
DECREASED
Shares42,198 from 42,336
Change-138 (0%)
Value$4.4M (-$13.9K)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
DECREASED
Shares41,975 from 42,071
Change-96 (0%)
Value$4.4M (-$9.6K)
Filed 2026-10-26
MPS Loria Financial Planners, LLC
INCREASED
Shares41,630 from 33,846
Change+7,784 (+23%)
Value$4.3M (+$808.9K)
Filed 2026-10-14
XML Financial, LLC
INCREASED
Shares41,617 from 39,563
Change+2,054 (+5%)
Value$4.3M (+$213.8K)
Filed 2026-10-29
Sheets Smith Wealth Management
UNCHANGED
Shares41,200 from 41,200
Change0 (0%)
Value$4.3M (+$412)
Filed 2026-10-16
First Citizens Bank & Trust Co
DECREASED
Shares41,116 from 45,730
Change-4,614 (-10%)
Value$4.3M (-$478.9K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares40,373 from 25,224
Change+15,149 (+60%)
Value$4.2M (+$1.6M)
Filed 2026-11-05
Phillips Financial Management, LLC
DECREASED
Shares39,913 from 40,803
Change-890 (-2%)
Value$4.1M (-$92.1K)
Filed 2026-10-19
Argos Wealth Advisors, LLC
DECREASED
Shares39,750 from 40,884
Change-1,134 (-3%)
Value$4.1M (-$117.4K)
Filed 2026-11-02
Eclectic Associates Inc
INCREASED
Shares39,473 from 38,752
Change+721 (+2%)
Value$4.1M (+$75.3K)
Filed 2026-10-09
Allen Investment Management, LLC
UNCHANGED
Shares39,387 from 39,387
Change0 (0%)
Value$4.1M (+$393)
Filed 2026-11-03
First Interstate Bank
DECREASED
Shares39,197 from 39,997
Change-800 (-2%)
Value$4.1M (-$82.7K)
Filed 2026-10-23
Richwood Investment Advisors, LLC
INCREASED
Shares39,144 from 38,520
Change+624 (+2%)
Value$4.1M (+$65.3K)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
DECREASED
Shares39,110 from 51,634
Change-12,524 (-24%)
Value$4.1M (-$1.3M)
Filed 2026-10-13
Simon Quick Advisors, LLC
INCREASED
Shares38,297 from 35,108
Change+3,189 (+9%)
Value$4.0M (+$331.7K)
Filed 2026-10-26
Summit Financial Strategies, Inc.
DECREASED
Shares38,258 from 40,486
Change-2,228 (-5%)
Value$4.0M (-$231.0K)
Filed 2026-10-14
Brian LOW Financial Group, LLC
INCREASED
Shares38,156 from 37,268
Change+888 (+2%)
Value$4.0M (+$92.7K)
Filed 2026-10-28
First Nebraska Trust Co
INCREASED
Shares38,059 from 37,789
Change+270 (+1%)
Value$4.0M (+$28.3K)
Filed 2026-10-30
Acropolis Investment Management, LLC
DECREASED
Shares38,006 from 38,331
Change-325 (-1%)
Value$3.9M (-$33.4K)
Filed 2026-10-08
Curbstone Financial Management Corp
DECREASED
Shares37,983 from 38,783
Change-800 (-2%)
Value$3.9M (-$82.7K)
Filed 2026-10-21
Plancorp, LLC
INCREASED
Shares37,979 from 14,931
Change+23,048 (+154%)
Value$3.9M (+$2.4M)
Filed 2026-11-03
Hengehold Capital Management LLC
DECREASED
Shares37,934 from 37,940
Change-6 (0%)
Value$3.9M (-$244)
Filed 2026-10-16
PFW Advisors LLC
DECREASED
Shares37,516 from 38,309
Change-793 (-2%)
Value$3.9M (-$82.0K)
Filed 2026-10-07
Greenfield Savings Bank
INCREASED
Shares37,358 from 36,265
Change+1,093 (+3%)
Value$3.9M (+$113.9K)
Filed 2026-10-07
Central Pacific Bank - Trust Division
DECREASED
Shares37,255 from 37,507
Change-252 (-1%)
Value$3.9M (-$25.8K)
Filed 2026-10-06
Rockland Trust Co
INCREASED
Shares36,756 from 35,265
Change+1,491 (+4%)
Value$3.8M (+$155.3K)
Filed 2026-10-05
First Bancorp, Inc
UNCHANGED
Shares36,712 from 36,712
Change0 (0%)
Value$3.8M (+$367)
Filed 2026-10-26
Breakthru Advisory Services, LLC
UNCHANGED
Shares36,260 from 36,260
Change0 (0%)
Value$3.8M (+$362)
Filed 2026-10-13
Strategy Asset Managers LLC
INCREASED
Shares36,214 from 35,578
Change+636 (+2%)
Value$3.8M (+$66.5K)
Filed 2026-10-14
Virtue Asset Management LLC
INCREASED
Shares35,864 from 35,611
Change+253 (+1%)
Value$3.7M (+$26.6K)
Filed 2026-10-21
Krilogy Financial LLC
INCREASED
Shares35,601 from 35,591
Change+10 (+0%)
Value$3.7M (-$28.5K)
Filed 2026-10-13
Balefire, LLC
DECREASED
Shares35,539 from 41,478
Change-5,939 (-14%)
Value$3.7M (-$616.6K)
Filed 2026-10-09
Brookstone Capital Management
INCREASED
Shares35,445 from 32,181
Change+3,264 (+10%)
Value$3.7M (+$339.5K)
Filed 2026-10-22
Pettinga Financial Advisors LLC
DECREASED
Shares35,423 from 37,930
Change-2,507 (-7%)
Value$3.7M (-$260.1K)
Filed 2026-10-13
Defined Wealth Management, LLC
DECREASED
Shares35,418 from 35,776
Change-358 (-1%)
Value$3.7M (-$36.8K)
Filed 2026-10-19
Palisade Asset Management, LLC
DECREASED
Shares35,174 from 36,882
Change-1,708 (-5%)
Value$3.7M (-$177.1K)
Filed 2026-11-03
Wealth Analytics Partners, LLC
DECREASED
Shares35,069 from 35,960
Change-891 (-2%)
Value$3.6M (-$95.1K)
Filed 2026-10-19
Orgel Wealth Management, LLC
DECREASED
Shares34,897 from 35,489
Change-592 (-2%)
Value$3.6M (-$61.1K)
Filed 2026-10-14
Fort Washington Investment Advisors Inc
DECREASED
Shares34,761 from 35,898
Change-1,137 (-3%)
Value$3.6M (-$117.8K)
Filed 2026-10-15
Evanson Financial, LLC
DECREASED
Shares34,587 from 34,677
Change-90 (0%)
Value$3.6M (-$9.0K)
Filed 2026-10-23
Eukles Asset Management
INCREASED
Shares33,982 from 28,353
Change+5,629 (+20%)
Value$3.5M (+$585.1K)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares33,943 from 33,952
Change-9 (0%)
Value$3.5M (-$629)
Filed 2026-10-13
Flagship Wealth Advisors, LLC
DECREASED
Shares33,864 from 35,024
Change-1,160 (-3%)
Value$3.5M (-$120.2K)
Filed 2026-11-03
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares33,775 from 34,866
Change-1,091 (-3%)
Value$3.5M (-$113.0K)
Filed 2026-10-09
MGO One Seven LLC
DECREASED
Shares33,767 from 41,182
Change-7,415 (-18%)
Value$3.5M (-$769.9K)
Filed 2026-10-28
Evergreen Capital Management LLC
UNCHANGED
Shares33,624 from 33,624
Change0 (0%)
Value$3.5M (+$336)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED
Shares33,453 from 588,054
Change-554,601 (-94%)
Value$3.5M (-$57.6M)
Filed 2026-10-20
Eastern Bank
INCREASED
Shares33,332 from 30,113
Change+3,219 (+11%)
Value$3.5M (+$334.7K)
Filed 2026-10-05
Independence Wealth Advisors, LLC
INCREASED
Shares33,288 from 32,350
Change+938 (+3%)
Value$3.5M (+$97.8K)
Filed 2026-10-29
Morton Brown Family Wealth, LLC
DECREASED
Shares33,124 from 33,246
Change-122 (0%)
Value$3.4M (-$12.3K)
Filed 2026-10-23
1834 Investment Advisors Co
DECREASED
Shares33,025 from 33,744
Change-719 (-2%)
Value$3.4M (-$74.4K)
Filed 2026-10-16
Atticus Wealth Management, LLC
INCREASED
Shares32,880 from 29,860
Change+3,020 (+10%)
Value$3.4M (+$314.1K)
Filed 2026-10-20
J. Safra Sarasin Holding AG
UNCHANGED
Shares32,840 from 32,840
Change0 (0%)
Value$3.2M (+$7.3K)
Filed 2026-10-26
LTG Capital LLC
DECREASED
Shares32,827 from 33,158
Change-331 (-1%)
Value$3.4M (-$34.1K)
Filed 2026-11-04
Salus Financial Advisors, LLC
DECREASED
Shares32,792 from 32,883
Change-91 (0%)
Value$3.4M (-$9.1K)
Filed 2026-10-20
CMG Global Holdings, LLC
INCREASED
Shares32,645 from 32,098
Change+547 (+2%)
Value$3.4M (+$57.2K)
Filed 2026-10-14
Carnegie Investment Counsel
INCREASED
Shares32,602 from 32,300
Change+302 (+1%)
Value$3.4M (+$31.7K)
Filed 2026-10-20
Laurel Wealth Advisors LLC
DECREASED
Shares32,497 from 35,967
Change-3,470 (-10%)
Value$3.4M (-$360.1K)
Filed 2026-10-27
CX Institutional
INCREASED
Shares32,464 from 31,010
Change+1,454 (+5%)
Value$3.4K (+$152)
Filed 2026-10-02
Canandaigua National Trust Co of Florida
NEW
Shares32,446
Change+32,446
Value$3.4M
Filed 2026-10-07
McAdam, LLC
INCREASED
Shares32,375 from 31,381
Change+994 (+3%)
Value$3.4M (+$103.6K)
Filed 2026-10-21
Flagstar Securities, Inc
DECREASED
Shares32,373 from 32,390
Change-17 (0%)
Value$3.4M (-$1.5K)
Filed 2026-10-15
Etesian Wealth Advisors, Inc.
DECREASED
Shares31,959 from 32,418
Change-459 (-1%)
Value$3.3M (-$47.4K)
Filed 2026-10-27
Boltwood Capital Management
DECREASED
Shares31,752 from 31,827
Change-75 (0%)
Value$3.3M (-$7.5K)
Filed 2026-10-02
Peoples Financial Services Corp.
DECREASED
Shares31,532 from 31,808
Change-276 (-1%)
Value$3.3M (-$28.4K)
Filed 2026-10-20
Klingman & Associates, LLC
DECREASED
Shares31,359 from 31,571
Change-212 (-1%)
Value$3.3M (-$21.7K)
Filed 2026-10-20
Ashford Advisors, LLC
DECREASED
Shares31,330 from 35,040
Change-3,710 (-11%)
Value$3.3M (-$385.1K)
Filed 2026-11-02
Probity Advisors, Inc.
DECREASED
Shares31,213 from 31,376
Change-163 (-1%)
Value$3.2M (-$16.6K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
DECREASED
Shares30,989 from 32,618
Change-1,629 (-5%)
Value$3.2M (-$154.9K)
Filed 2026-10-13
Neumann Capital Management, LLC
INCREASED
Shares30,979 from 29,860
Change+1,119 (+4%)
Value$3.2M (+$116.6K)
Filed 2026-10-15
Beutel, Goodman & Co Ltd.
DECREASED
Shares30,943 from 31,277
Change-334 (-1%)
Value$3.2M (-$33.0K)
Filed 2026-11-04
Johnson & White Wealth Management, LLC
DECREASED
Shares30,839 from 31,030
Change-191 (-1%)
Value$3.2M (-$19.5K)
Filed 2026-11-03
StoryOne LLC
INCREASED
Shares30,488 from 17,395
Change+13,093 (+75%)
Value$3.2M (+$1.4M)
Filed 2026-10-13
Columbia Bank
INCREASED
Shares30,199 from 29,766
Change+433 (+1%)
Value$3.1M (+$45.3K)
Filed 2026-10-29
Elyxium Wealth, LLC
UNCHANGED
Shares30,175 from 30,175
Change0 (0%)
Value$3.1M (+$302)
Filed 2026-10-27
Bluedoor Private Wealth, LLC
DECREASED
Shares30,083 from 30,269
Change-186 (-1%)
Value$3.1M (-$19.1K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
DECREASED
Shares29,746 from 30,528
Change-782 (-3%)
Value$3.1M (-$80.9K)
Filed 2026-11-04
ASL Financial, LLC
INCREASED
Shares29,717 from 29,577
Change+140 (+0%)
Value$3.1M (+$14.8K)
Filed 2026-10-15
Appleton Partners Inc
INCREASED
Shares29,672 from 29,467
Change+205 (+1%)
Value$3.1K (-$3.1M)
Filed 2026-10-30
Mondrian Investment Partners LTD
DECREASED
Shares29,654 from 560,248
Change-530,594 (-95%)
Value$3.1M (-$55.1M)
Filed 2026-10-23
Steph & Co
INCREASED
Shares29,569 from 28,416
Change+1,153 (+4%)
Value$3.1M (+$120.1K)
Filed 2026-10-07
William Howard & Co Financial Advisors Inc
DECREASED
Shares29,540 from 29,595
Change-55 (0%)
Value$3.1M (-$5.5K)
Filed 2026-11-04
Trek Financial, LLC
INCREASED
Shares29,447 from 28,744
Change+703 (+2%)
Value$3.1M (+$73.3K)
Filed 2026-10-29
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares29,418 from 29,501
Change-83 (0%)
Value$3.1M (-$8.3K)
Filed 2026-10-16
TSG Advice Partners, LLC
NEW
Shares29,155
Change+29,155
Value$3.0M
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares29,121 from 29,032
Change+89 (+0%)
Value$3.0M (+$9.5K)
Filed 2026-10-20
Inman Jager Wealth Management, LLC
INCREASED
Shares29,035 from 28,998
Change+37 (+0%)
Value$3.0M (+$4.1K)
Filed 2026-11-05
BAR Harbor Wealth Management
DECREASED
Shares29,027 from 29,113
Change-86 (0%)
Value$3.0M (-$8.6K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
INCREASED
Shares28,953 from 27,622
Change+1,331 (+5%)
Value$3.0M (+$138.6K)
Filed 2026-10-22
AlphaCore Capital LLC
INCREASED
Shares28,938 from 21,613
Change+7,325 (+34%)
Value$3.0M (+$761.2K)
Filed 2026-11-04
Montis Financial, LLC
DECREASED
Shares28,698 from 28,831
Change-133 (0%)
Value$3.0M (-$13.5K)
Filed 2026-11-04
Woodstock Corp
DECREASED
Shares28,530 from 28,580
Change-50 (0%)
Value$3.0M (-$4.9K)
Filed 2026-10-13
First Heartland Consultants, Inc.
DECREASED
Shares28,469 from 29,997
Change-1,528 (-5%)
Value$3.0M (-$158.4K)
Filed 2026-10-08
Trust Co of Toledo NA
INCREASED
Shares28,072 from 27,886
Change+186 (+1%)
Value$2.9M (+$19.6K)
Filed 2026-10-16
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares28,071 from 27,376
Change+695 (+3%)
Value$2.9M (+$72.6K)
Filed 2026-10-29
Lanark Financial, Inc.
DECREASED
Shares27,614 from 28,554
Change-940 (-3%)
Value$2.9M (-$97.5K)
Filed 2026-10-26
KG Capital Management
INCREASED
Shares27,493 from 26,624
Change+869 (+3%)
Value$2.9M (+$90.5K)
Filed 2026-10-15
Chemung Canal Trust Co
INCREASED
Shares26,990 from 21,590
Change+5,400 (+25%)
Value$2.8M (+$561.2K)
Filed 2026-11-04
Atlas Brown,Inc.
DECREASED
Shares26,916 from 27,103
Change-187 (-1%)
Value$2.8M (-$19.2K)
Filed 2026-10-09
VestGen Advisors, LLC
DECREASED
Shares26,574 from 27,746
Change-1,172 (-4%)
Value$2.8M (-$121.5K)
Filed 2026-10-27
Smithbridge Asset Management Inc
INCREASED
Shares26,508 from 3,890
Change+22,618 (+581%)
Value$2.8M (+$2.3M)
Filed 2026-10-19
Montecito Bank & Trust
DECREASED
Shares26,479 from 26,566
Change-87 (0%)
Value$2.8M (-$8.8K)
Filed 2026-10-01
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares26,428 from 23,021
Change+3,407 (+15%)
Value$2.7M (+$354.2K)
Filed 2026-10-27
Mccarter Private Wealth Services LLC
DECREASED
Shares26,412 from 26,612
Change-200 (-1%)
Value$2.7M (-$20.5K)
Filed 2026-10-22
Serenity Investment Advisors
UNCHANGED
Shares26,410 from 26,410
Change0 (0%)
Value$2.7M (-$91.4K)
Filed 2026-10-30
WBH Advisory Inc
DECREASED
Shares26,276 from 27,861
Change-1,585 (-6%)
Value$2.7M (-$164.3K)
Filed 2026-11-05
BLB&B Advisors, LLC
DECREASED
Shares26,208 from 26,268
Change-60 (0%)
Value$2.7M (-$6.0K)
Filed 2026-10-27
Intrua Financial, LLC
DECREASED
Shares26,054 from 26,254
Change-200 (-1%)
Value$2.7M (-$20.5K)
Filed 2026-10-28
Congress Asset Management Co
DECREASED
Shares25,955 from 26,040
Change-85 (0%)
Value$2.7M (-$8.6K)
Filed 2026-10-06
Associated Banc-Corp
INCREASED
Shares25,873 from 25,490
Change+383 (+2%)
Value$2.7M (+$40.0K)
Filed 2026-10-30
Wedbush Securities Inc
INCREASED
Shares25,861 from 23,093
Change+2,768 (+12%)
Value$2.7K (-$2.4M)
Filed 2026-10-22
Naples Global Advisors, LLC
UNCHANGED
Shares25,820 from 25,820
Change0 (0%)
Value$2.7M (+$258)
Filed 2026-11-05
Sachem Hill LLC
DECREASED
Shares25,646 from 26,001
Change-355 (-1%)
Value$2.7M (-$36.6K)
Filed 2026-10-14
Welch & Forbes LLC
DECREASED
Shares25,612 from 27,093
Change-1,481 (-5%)
Value$2.7M (-$153.6K)
Filed 2026-11-04
Marquette Asset Management, LLC
DECREASED
Shares25,383 from 27,862
Change-2,479 (-9%)
Value$2.6M (-$257.3K)
Filed 2026-10-09
Maple Capital Management, Inc.
UNCHANGED
Shares25,339 from 25,339
Change0 (0%)
Value$2.6M (+$254)
Filed 2026-11-02
Shoker Investment Counsel, Inc.
UNCHANGED
Shares25,253 from 25,253
Change0 (0%)
Value$2.6M (+$253)
Filed 2026-11-04
Childress Capital Advisors, LLC
INCREASED
Shares25,220 from 24,691
Change+529 (+2%)
Value$2.6M (+$55.2K)
Filed 2026-10-28
Glenview Trust Co
UNCHANGED
Shares25,190 from 25,190
Change0 (0%)
Value$2.6M (+$252)
Filed 2026-10-28
Horizons Wealth Management
NEW
Shares25,112
Change+25,112
Value$2.6M
Filed 2026-10-05
First Financial Corp
UNCHANGED
Shares25,099 from 25,099
Change0 (0%)
Value$2.6M (+$251)
Filed 2026-10-13
Commonwealth Financial Services, LLC
DECREASED
Shares25,079 from 40,131
Change-15,052 (-38%)
Value$2.6M (-$1.6M)
Filed 2026-10-20
Anchyra Partners LLC
INCREASED
Shares25,065 from 23,637
Change+1,428 (+6%)
Value$2.6M (+$148.6K)
Filed 2026-10-13
GEM Asset Management, LLC
UNCHANGED
Shares24,974 from 24,974
Change0 (0%)
Value$2.6M (+$250)
Filed 2026-10-13
PW Nova Financial Services LLC
DECREASED
Shares24,837 from 32,058
Change-7,221 (-23%)
Value$2.6M (-$749.8K)
Filed 2026-10-15
Certuity, LLC
INCREASED
Shares24,777 from 12,554
Change+12,223 (+97%)
Value$2.6M (+$1.3M)
Filed 2026-11-02
B&D White Capital Company, LLC
UNCHANGED
Shares24,691 from 24,691
Change0 (0%)
Value$2.6M (+$247)
Filed 2026-11-02
Viewpoint Capital Management LLC
DECREASED
Shares24,636 from 25,593
Change-957 (-4%)
Value$2.6M (-$99.2K)
Filed 2026-10-27
Alpha Advisors, LLC
UNCHANGED
Shares24,355 from 24,355
Change0 (0%)
Value$2.5M (+$243)
Filed 2026-10-19
Genus Capital Management Inc.
DECREASED
Shares24,337 from 25,391
Change-1,054 (-4%)
Value$2.5M (-$109.2K)
Filed 2026-11-04
Monument Capital Management
DECREASED
Shares24,221 from 24,310
Change-89 (0%)
Value$2.5M (-$9.0K)
Filed 2026-10-09
Country Trust Bank
DECREASED
Shares23,828 from 24,060
Change-232 (-1%)
Value$2.5M (-$23.9K)
Filed 2026-10-30
Florida Trust Wealth Management Co
DECREASED
Shares23,788 from 24,048
Change-260 (-1%)
Value$2.5M (-$26.8K)
Filed 2026-11-05
Live Oak Private Wealth LLC
UNCHANGED
Shares23,598 from 23,598
Change0 (0%)
Value$2.5M (+$236)
Filed 2026-11-02
Quadrant Capital Group LLC
DECREASED
Shares23,458 from 44,605
Change-21,147 (-47%)
Value$2.4M (-$2.2M)
Filed 2026-10-20
Clear Harbor Asset Management, LLC
INCREASED
Shares23,114 from 19,597
Change+3,517 (+18%)
Value$2.4M (+$365.6K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares23,025 from 23,499
Change-474 (-2%)
Value$2.4K (-$2.4M)
Filed 2026-10-14
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares22,736 from 22,736
Change0 (0%)
Value$2.4M (+$228)
Filed 2026-10-30
James J. Burns & Company, LLC
DECREASED
Shares22,681 from 22,790
Change-109 (0%)
Value$2.4M (-$11.1K)
Filed 2026-10-22
Lexington Hill Partners, LLC
UNCHANGED
Shares22,604 from 22,604
Change0 (0%)
Value$2.3M (+$226)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
INCREASED
Shares22,519 from 19,852
Change+2,667 (+13%)
Value$2.3M (+$277.3K)
Filed 2026-10-30
Busey Bank
UNCHANGED
Shares22,468 from 22,468
Change0 (0%)
Value$2.3M (+$224)
Filed 2026-10-26
Integrated Advisors Network LLC
DECREASED
Shares22,380 from 23,276
Change-896 (-4%)
Value$2.3M (-$92.9K)
Filed 2026-10-20
Fairway Wealth LLC
UNCHANGED
Shares22,196 from 22,196
Change0 (0%)
Value$2.3M (+$222)
Filed 2026-10-30
Denver PWM, LLC
UNCHANGED
Shares22,165 from 22,165
Change0 (0%)
Value$2.3M (-$105.3K)
Filed 2026-10-22
Americana Partners, LLC
INCREASED
Shares21,722 from 21,721
Change+1 (0%)
Value$2.3M (+$217)
Filed 2026-10-28
Resonant Capital Advisors, LLC
UNCHANGED
Shares21,707 from 21,707
Change0 (0%)
Value$2.3M (+$217)
Filed 2026-10-15
Wedmont Private Capital
INCREASED
Shares21,573 from 19,369
Change+2,204 (+11%)
Value$2.2M (+$194.8K)
Filed 2026-10-09
Parsons Capital Management Inc
INCREASED
Shares21,568 from 19,367
Change+2,201 (+11%)
Value$2.2M (+$228.9K)
Filed 2026-10-28
Fairman Group, LLC
UNCHANGED
Shares21,535 from 21,535
Change0 (0%)
Value$2.2M (+$215)
Filed 2026-10-26
Davidson Trust Co
INCREASED
Shares21,532 from 21,441
Change+91 (+0%)
Value$2.2M (+$9.7K)
Filed 2026-10-09
Focused Alpha, LLC
UNCHANGED
Shares21,507 from 21,507
Change0 (0%)
Value$2.2M (+$216)
Filed 2026-10-20
Valpey Financial Services, LLC
DECREASED
Shares21,393 from 21,495
Change-102 (0%)
Value$2.2M (-$10.4K)
Filed 2026-10-30
William John Sempolinski
INCREASED
Shares21,370 from 20,970
Change+400 (+2%)
Value$2.2M (+$41.8K)
Filed 2026-10-20
Breachway Investments LLC
INCREASED
Shares21,342 from 21,313
Change+29 (+0%)
Value$2.2M (+$3.2K)
Filed 2026-10-19
Biltmore Family Office, LLC
UNCHANGED
Shares21,271 from 21,271
Change0 (0%)
Value$2.2M (+$213)
Filed 2026-11-03
Trust Co of Vermont
DECREASED
Shares21,254 from 23,106
Change-1,852 (-8%)
Value$2.2M (-$192.2K)
Filed 2026-10-21
GC Wealth Management RIA, LLC
DECREASED
Shares21,210 from 25,670
Change-4,460 (-17%)
Value$2.2M (-$463.0K)
Filed 2026-11-02
Warwick Investment Management, Inc.
UNCHANGED
Shares21,192 from 21,192
Change0 (0%)
Value$2.2M (+$212)
Filed 2026-10-19
Fusion Family Wealth, LLC
UNCHANGED
Shares21,140 from 21,140
Change0 (0%)
Value$2.2M (+$211)
Filed 2026-11-02
Retirement Planning Group, LLC
DECREASED
Shares21,053 from 21,905
Change-852 (-4%)
Value$2.2M (-$88.3K)
Filed 2026-10-19
LFA - Lugano Financial Advisors SA
INCREASED
Shares21,014 from 19,699
Change+1,315 (+7%)
Value$2.2M (+$136.8K)
Filed 2026-11-03
Ramiah Investment Group
DECREASED
Shares20,877 from 28,099
Change-7,222 (-26%)
Value$2.2M (-$750.0K)
Filed 2026-10-20
Berman McAleer LLC
DECREASED
Shares20,828 from 20,878
Change-50 (0%)
Value$2.2M (-$5.0K)
Filed 2026-10-16
Global Strategic Investment Solutions, LLC
DECREASED
Shares20,735 from 20,797
Change-62 (0%)
Value$2.2M (-$6.2K)
Filed 2026-10-16
Sage Mountain Advisors LLC
UNCHANGED
Shares20,517 from 20,517
Change0 (0%)
Value$2.1M (+$206)
Filed 2026-11-02
Trinity Financial Advisors LLC
DECREASED
Shares20,412 from 20,612
Change-200 (-1%)
Value$2.1M (-$20.6K)
Filed 2026-10-09
Diversified Portfolios, Inc.
INCREASED
Shares20,259 from 14,403
Change+5,856 (+41%)
Value$2.1M (+$608.5K)
Filed 2026-11-04
Trail Ridge Investment Advisors, LLC
UNCHANGED
Shares20,172 from 20,172
Change0 (0%)
Value$2.1M (+$202)
Filed 2026-10-16
Journey Advisory Group, LLC
INCREASED
Shares20,155 from 18,967
Change+1,188 (+6%)
Value$2.1M (+$123.6K)
Filed 2026-11-04
Hickory Point Bank & Trust
INCREASED
Shares20,095 from 19,234
Change+861 (+4%)
Value$2.1M (+$89.6K)
Filed 2026-10-01
Waldron Private Wealth LLC
DECREASED
Shares20,086 from 20,482
Change-396 (-2%)
Value$2.1M (-$40.9K)
Filed 2026-11-02
Chilton Capital Management LLC
INCREASED
Shares19,983 from 19,954
Change+29 (+0%)
Value$2.1M (+$3.2K)
Filed 2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares19,949 from 19,968
Change-19 (0%)
Value$2.1M (-$1.8K)
Filed 2026-10-14
Advisor OS, LLC
INCREASED
Shares19,903 from 19,468
Change+435 (+2%)
Value$2.1M (+$45.4K)
Filed 2026-11-03
Goelzer Investment Management, Inc.
DECREASED
Shares19,832 from 25,001
Change-5,169 (-21%)
Value$2.1M (-$536.8K)
Filed 2026-10-16
Hall Laurie J Trustee
UNCHANGED
Shares19,779 from 19,779
Change0 (0%)
Value$2.1M (+$198)
Filed 2026-10-06
Bank of New Hampshire
DECREASED
Shares19,680 from 19,760
Change-80 (0%)
Value$2.0M (-$8.1K)
Filed 2026-10-06
Well Done, LLC
INCREASED
Shares19,657 from 18,217
Change+1,440 (+8%)
Value$2.0M (+$149.8K)
Filed 2026-10-20
Hiley Hunt Wealth Management
DECREASED
Shares19,629 from 19,965
Change-336 (-2%)
Value$2.0M (-$34.7K)
Filed 2026-10-08
Curated Wealth Partners LLC
DECREASED
Shares19,578 from 19,810
Change-232 (-1%)
Value$2.0M (-$23.9K)
Filed 2026-10-15
Lighthouse Financial LLC
DECREASED
Shares19,445 from 21,804
Change-2,359 (-11%)
Value$2.0M (-$244.9K)
Filed 2026-10-23
Abacus Planning Group, Inc.
UNCHANGED
Shares19,428 from 19,428
Change0 (0%)
Value$2.0M (+$194)
Filed 2026-11-02
Great Waters Wealth Management
DECREASED
Shares19,367 from 19,476
Change-109 (-1%)
Value$2.0M (-$11.1K)
Filed 2026-10-07
Lyell Wealth Management, LP
UNCHANGED
Shares19,286 from 19,286
Change0 (0%)
Value$2.0M (+$193)
Filed 2026-10-30
Tennessee Valley Asset Management Partners
DECREASED
Shares19,278 from 19,306
Change-28 (0%)
Value$2.0M (-$2.7K)
Filed 2026-11-03
Veracity Capital LLC
DECREASED
Shares19,205 from 21,009
Change-1,804 (-9%)
Value$2.0M (-$187.2K)
Filed 2026-10-08
Rossmore Private Capital
UNCHANGED
Shares19,184 from 19,184
Change0 (0%)
Value$2.0M (+$191)
Filed 2026-10-27
Tompkins Financial Corp
INCREASED
Shares19,161 from 14,660
Change+4,501 (+31%)
Value$2.0M (+$467.8K)
Filed 2026-10-05
Greenspring Advisors, LLC
INCREASED
Shares19,098 from 9,549
Change+9,549 (+100%)
Value$2.0M (+$992.2K)
Filed 2026-11-05
KFA Private Wealth Group, LLC
INCREASED
Shares18,915 from 18,800
Change+115 (+1%)
Value$2.0M (+$12.1K)
Filed 2026-10-07
Twele Capital Management, Inc.
DECREASED
Shares18,872 from 18,881
Change-9 (0%)
Value$2.0M (-$746)
Filed 2026-10-13
Frank, Rimerman Advisors LLC
DECREASED
Shares18,772 from 19,155
Change-383 (-2%)
Value$2.0M (-$39.7K)
Filed 2026-10-16
Wealth Preservation Advisors, LLC
INCREASED
Shares18,703 from 6,899
Change+11,804 (+171%)
Value$1.9M (+$1.2M)
Filed 2026-11-05
Evermay Wealth Management LLC
DECREASED
Shares18,693 from 19,046
Change-353 (-2%)
Value$1.9M (-$36.5K)
Filed 2026-11-05
Legacy Capital Wealth Partners, LLC
DECREASED
Shares18,617 from 19,981
Change-1,364 (-7%)
Value$1.9M (-$141.5K)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
INCREASED
Shares18,252 from 17,883
Change+369 (+2%)
Value$1.9M (+$38.5K)
Filed 2026-11-04
Financial Discovery Group Inc
INCREASED
Shares18,187 from 16,340
Change+1,847 (+11%)
Value$1.9M (+$192.1K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
DECREASED
Shares18,166 from 18,366
Change-200 (-1%)
Value$1.9M (-$20.6K)
Filed 2026-10-26
Embree Financial Group
DECREASED
Shares18,078 from 18,256
Change-178 (-1%)
Value$1.9M (-$18.3K)
Filed 2026-10-22
BigSur Wealth Management LLC
UNCHANGED
Shares17,938 from 17,938
Change0 (0%)
Value$1.9M (+$180)
Filed 2026-10-13
Michels Family Financial, LLC
INCREASED
Shares17,903 from 17,636
Change+267 (+2%)
Value$1.9M (+$27.9K)
Filed 2026-11-02
Legacy Wealth Partners, LLC
DECREASED
Shares17,702 from 17,732
Change-30 (0%)
Value$1.8M (-$2.9K)
Filed 2026-10-15
MTM Investment Management, LLC
INCREASED
Shares17,650 from 17,635
Change+15 (+0%)
Value$1.8M (+$1.7K)
Filed 2026-10-30
Blue Zone Wealth Advisors, LLC
UNCHANGED
Shares17,534 from 17,534
Change0 (0%)
Value$1.8M (+$175)
Filed 2026-10-19
Windsor Capital Management, LLC
DECREASED
Shares17,393 from 17,689
Change-296 (-2%)
Value$1.8M (-$30.7K)
Filed 2026-10-13
Savior LLC
INCREASED
Shares17,225 from 17,080
Change+145 (+1%)
Value$1.8M (+$15.2K)
Filed 2026-10-13
Rudd Co d/b/a Styre Wealth
NEW
Shares17,217
Change+17,217
Value$1.8M
Filed 2026-10-29
City Center Advisors, LLC
INCREASED
Shares17,103 from 16,722
Change+381 (+2%)
Value$1.8M (+$39.8K)
Filed 2026-10-08
HUB Investment Partners, LLC
DECREASED
Shares17,094 from 19,180
Change-2,086 (-11%)
Value$1.8M (-$216.5K)
Filed 2026-11-03
Norden Group LLC
DECREASED
Shares17,025 from 17,246
Change-221 (-1%)
Value$1.8M (-$22.8K)
Filed 2026-10-20
Equitable Trust Co
UNCHANGED
Shares17,008 from 17,008
Change0 (0%)
Value$1.8M (+$170)
Filed 2026-10-13
Midland Wealth Advisors, LLC
DECREASED
Shares16,902 from 16,973
Change-71 (0%)
Value$1.8M (-$7.2K)
Filed 2026-10-26
Greenwood Gearhart LLC
UNCHANGED
Shares16,824 from 16,824
Change0 (0%)
Value$1.7M (+$168)
Filed 2026-11-02
SBI Securities Co., Ltd.
DECREASED
Shares16,810 from 16,952
Change-142 (-1%)
Value$1.7M (-$14.6K)
Filed 2026-10-22
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares16,784 from 18,039
Change-1,255 (-7%)
Value$1.7M (-$129.7K)
Filed 2026-10-15
Bahl & Gaynor LLC
UNCHANGED
Shares16,706 from 16,706
Change0 (0%)
Value$1.7M (+$167)
Filed 2026-11-05
LEE Danner & Bass Inc
UNCHANGED
Shares16,574 from 16,574
Change0 (0%)
Value$1.7M (+$166)
Filed 2026-10-27
Indiana Trust & Investment Management Co
DECREASED
Shares16,506 from 17,101
Change-595 (-3%)
Value$1.7M (-$61.6K)
Filed 2026-10-22
TFC Financial Management, Inc.
DECREASED
Shares16,494 from 16,694
Change-200 (-1%)
Value$1.7M (-$20.6K)
Filed 2026-10-26
RFG Advisory, LLC
DECREASED
Shares16,457 from 16,905
Change-448 (-3%)
Value$1.7M (-$46.4K)
Filed 2026-11-03
Alpine Bank Wealth Management
UNCHANGED
Shares16,307 from 16,307
Change0 (0%)
Value$1.7M (+$163)
Filed 2026-10-16
Clear Wave Wealth Management LLC
INCREASED
Shares16,272 from 14,154
Change+2,118 (+15%)
Value$1.7M (+$220.2K)
Filed 2026-11-04
Cambiar Investors LLC
DECREASED
Shares16,271 from 140,573
Change-124,302 (-88%)
Value$1.7M (-$12.9M)
Filed 2026-11-04
Legacy Advisors, LLC
INCREASED
Shares16,261 from 15,549
Change+712 (+5%)
Value$1.7M (+$74.1K)
Filed 2026-10-19
Cordgrass Capital Advisors, LLC
DECREASED
Shares16,247 from 16,418
Change-171 (-1%)
Value$1.7M (-$17.6K)
Filed 2026-10-30
Apeiron RIA LLC
INCREASED
Shares16,241 from 15,305
Change+936 (+6%)
Value$1.7M (+$80.0K)
Filed 2026-10-08
Harbour Capital Advisors, LLC
DECREASED
Shares16,215 from 16,515
Change-300 (-2%)
Value$1.7M (-$38.4K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares16,203 from 16,069
Change+134 (+1%)
Value$1.7M (+$29.9K)
Filed 2026-10-30
Kanawha Capital Management LLC
INCREASED
Shares16,079 from 12,416
Change+3,663 (+30%)
Value$1.7M (+$380.7K)
Filed 2026-10-19
North Star Investment Management Corp.
UNCHANGED
Shares15,922 from 15,922
Change0 (0%)
Value$1.7M (+$160)
Filed 2026-10-27
Wingate Wealth Advisors, Inc.
INCREASED
Shares15,868 from 15,815
Change+53 (+0%)
Value$1.6M (+$5.7K)
Filed 2026-10-26
Legacy Bridge, LLC
DECREASED
Shares15,689 from 15,769
Change-80 (-1%)
Value$1.6M (-$8.2K)
Filed 2026-10-28
Trust Point Inc.
DECREASED
Shares15,621 from 15,907
Change-286 (-2%)
Value$1.6M (-$29.6K)
Filed 2026-10-27
Builder Investment Group Inc
UNCHANGED
Shares15,562 from 15,562
Change0 (0%)
Value$1.6M (+$155)
Filed 2026-10-22
Factor Wealth Management LTD
DECREASED
Shares15,552 from 15,955
Change-403 (-3%)
Value$1.6M (-$41.7K)
Filed 2026-10-08
Sterling Investment Advisors, Ltd.
DECREASED
Shares15,447 from 15,575
Change-128 (-1%)
Value$1.6M (-$16.9K)
Filed 2026-10-27
Ballast Rock Private Wealth LLC
INCREASED
Shares15,436 from 3,840
Change+11,596 (+302%)
Value$1.6M (+$1.2M)
Filed 2026-10-26
Narus Financial Partners, LLC
DECREASED
Shares15,436 from 15,925
Change-489 (-3%)
Value$1.6M (-$50.6K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED
Shares15,410 from 13,897
Change+1,513 (+11%)
Value$1.6M (+$157.3K)
Filed 2026-10-23
Patten Group, Inc.
DECREASED
Shares15,398 from 15,589
Change-191 (-1%)
Value$1.6M (-$19.7K)
Filed 2026-10-26
Firestone Capital Management
INCREASED
Shares15,310 from 15,246
Change+64 (+0%)
Value$1.6M (+$6.8K)
Filed 2026-11-03
Patriot Investment Management Group, Inc.
DECREASED
Shares15,308 from 17,342
Change-2,034 (-12%)
Value$1.6M (-$211.1K)
Filed 2026-10-15
HighRoad Wealth Advisors, LLC
DECREASED
Shares15,273 from 15,301
Change-28 (0%)
Value$1.6M (-$2.7K)
Filed 2026-10-14
Affiance Financial, LLC
UNCHANGED
Shares15,267 from 15,267
Change0 (0%)
Value$1.6M (+$153)
Filed 2026-10-15
Mainsail Asset Management, LLC
UNCHANGED
Shares15,263 from 15,263
Change0 (0%)
Value$1.6M (+$13.6K)
Filed 2026-10-14
Cambridge Advisors Inc.
UNCHANGED
Shares15,182 from 15,182
Change0 (0%)
Value$1.6M (+$152)
Filed 2026-10-19
Integrity Advisory Solutions, LLC
INCREASED
Shares15,086 from 7,378
Change+7,708 (+104%)
Value$1.6M (+$800.9K)
Filed 2026-10-29
Focus Financial Network, Inc.
DECREASED
Shares14,970 from 17,213
Change-2,243 (-13%)
Value$1.6M (-$232.9K)
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares14,898 from 14,898
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-26
Stordahl Capital Management, Inc.
INCREASED
Shares14,887 from 14,843
Change+44 (+0%)
Value$1.5M (+$4.7K)
Filed 2026-10-22
Matrix Asset Advisors Inc
DECREASED
Shares14,878 from 14,881
Change-3 (0%)
Value$1.5M (-$59)
Filed 2026-10-13
Wolff Financial Management LLC
DECREASED
Shares14,833 from 15,327
Change-494 (-3%)
Value$1.5M (-$51.2K)
Filed 2026-10-23
Park Edge Advisors, LLC
INCREASED
Shares14,764 from 8,978
Change+5,786 (+64%)
Value$1.5M (+$601.2K)
Filed 2026-10-28
Blue Trust, Inc.
DECREASED
Shares14,710 from 18,516
Change-3,806 (-21%)
Value$1.5M (-$395.2K)
Filed 2026-10-15
Sapient Capital LLC
INCREASED
Shares14,685 from 13,823
Change+862 (+6%)
Value$1.5M (+$89.7K)
Filed 2026-10-08
Sunburst Financial Group, LLC
UNCHANGED
Shares14,533 from 14,533
Change0 (0%)
Value$1.5M (+$145)
Filed 2026-10-09
Emprise Bank
UNCHANGED
Shares14,420 from 14,420
Change0 (0%)
Value$1.5M (+$144)
Filed 2026-10-07
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares14,369 from 14,369
Change0 (0%)
Value$1.5M (+$143)
Filed 2026-10-30
Triasima Portfolio Management inc.
DECREASED
Shares14,333 from 16,023
Change-1,690 (-11%)
Value$1.5M (-$175.4K)
Filed 2026-10-15
Cahaba Wealth Management, Inc.
DECREASED
Shares14,204 from 14,475
Change-271 (-2%)
Value$1.5M (-$28.0K)
Filed 2026-10-26
Del-Sette Capital Management, LLC
UNCHANGED
Shares13,977 from 13,977
Change0 (0%)
Value$1.5M (+$140)
Filed 2026-10-23
Sound Income Strategies, LLC
INCREASED
Shares13,758 from 12,412
Change+1,346 (+11%)
Value$1.4M (+$123.5K)
Filed 2026-10-09
Cordatus Wealth Management LLC
DECREASED
Shares13,739 from 13,896
Change-157 (-1%)
Value$1.4M (-$16.2K)
Filed 2026-10-19
CGN Advisors LLC
DECREASED
Shares13,619 from 13,648
Change-29 (0%)
Value$1.4M (-$2.9K)
Filed 2026-10-21
Towerpoint Wealth, LLC
DECREASED
Shares13,606 from 13,698
Change-92 (-1%)
Value$1.4M (-$9.4K)
Filed 2026-10-13
Frederick Financial Consultants, LLC
INCREASED
Shares13,555 from 13,265
Change+290 (+2%)
Value$1.4M (+$30.3K)
Filed 2026-10-29
Axxcess Wealth Management, LLC
DECREASED
Shares13,313 from 189,942
Change-176,629 (-93%)
Value$1.4M (-$18.3M)
Filed 2026-10-21
Rebalance, LLC
UNCHANGED
Shares13,291 from 13,291
Change0 (0%)
Value$1.4M (+$133)
Filed 2026-10-22
Riverbridge Partners LLC
INCREASED
Shares13,218 from 11,472
Change+1,746 (+15%)
Value$1.4M (+$181.5K)
Filed 2026-11-05
Keudell ison Wealth Management
UNCHANGED
Shares13,213 from 13,213
Change0 (0%)
Value$1.4M (+$133)
Filed 2026-10-16
Long Road Investment Counsel, LLC
DECREASED
Shares13,150 from 13,640
Change-490 (-4%)
Value$1.4M (-$50.8K)
Filed 2026-11-04
Moneco Advisors, LLC
INCREASED
Shares13,106 from 10,903
Change+2,203 (+20%)
Value$1.4M (+$229.0K)
Filed 2026-11-05
Cyndeo Wealth Partners, LLC
DECREASED
Shares13,092 from 13,117
Change-25 (0%)
Value$1.4M (-$2.5K)
Filed 2026-10-16
Flagship Private Wealth, LLC
INCREASED
Shares13,090 from 11,245
Change+1,845 (+16%)
Value$1.4M (+$191.7K)
Filed 2026-11-05
Plimoth Trust Co LLC
INCREASED
Shares12,944 from 8,619
Change+4,325 (+50%)
Value$1.3M (+$449.4K)
Filed 2026-10-26
Orrstown Financial Services Inc
DECREASED
Shares12,871 from 12,917
Change-46 (0%)
Value$1.3M (-$4.7K)
Filed 2026-10-14
Genesee Capital Advisors, LLC
UNCHANGED
Shares12,855 from 12,855
Change0 (0%)
Value$1.3M (+$129)
Filed 2026-10-20
Highland Capital Management, LLC
DECREASED
Shares12,811 from 14,058
Change-1,247 (-9%)
Value$1.3M (-$129.4K)
Filed 2026-10-26
Greenup Street Wealth Management LLC
DECREASED
Shares12,775 from 12,937
Change-162 (-1%)
Value$1.3M (-$16.7K)
Filed 2026-10-28
Nestegg Advisors, Inc.
INCREASED
Shares12,768 from 12,060
Change+708 (+6%)
Value$1.3M (+$73.7K)
Filed 2026-10-21
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares12,686 from 12,686
Change0 (0%)
Value$1.3M (+$127)
Filed 2026-10-23
Aspen Investment Management Inc
INCREASED
Shares12,683 from 12,653
Change+30 (+0%)
Value$1.3M (+$1.3M)
Filed 2026-11-05
Corundum Trust Company, Inc
DECREASED
Shares12,639 from 12,656
Change-17 (0%)
Value$1.3M (-$1.6K)
Filed 2026-10-29
Park National Corp
UNCHANGED
Shares12,620 from 12,620
Change0 (0%)
Value$1.3M (+$127)
Filed 2026-10-05
First Merchants Corp
INCREASED
Shares12,607 from 12,537
Change+70 (+1%)
Value$1.3M (+$7.4K)
Filed 2026-10-15
Insight Wealth Strategies, LLC
DECREASED
Shares12,572 from 13,883
Change-1,311 (-9%)
Value$1.3M (-$124.2K)
Filed 2026-10-09
Capital Investment Advisors, LLC
INCREASED
Shares12,506 from 11,601
Change+905 (+8%)
Value$1.3M (+$94.1K)
Filed 2026-10-22
Global Trust Wealth Management LLC
UNCHANGED
Shares12,483 from 12,483
Change0 (0%)
Value$1.3M (+$125)
Filed 2026-10-14
Investmark Advisory Group LLC
INCREASED
Shares12,397 from 6,347
Change+6,050 (+95%)
Value$1.3M (+$628.6K)
Filed 2026-10-27
Eagle Rock Investment Company, LLC
INCREASED
Shares12,346 from 10,809
Change+1,537 (+14%)
Value$1.3M (+$159.8K)
Filed 2026-10-21
Park Capital Management, LLC / WI
DECREASED
Shares12,309 from 12,482
Change-173 (-1%)
Value$1.3M (-$17.8K)
Filed 2026-10-13
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares12,307 from 10,758
Change+1,549 (+14%)
Value$1.3M (+$161.0K)
Filed 2026-10-15
High Net Worth Advisory Group LLC
UNCHANGED
Shares12,250 from 12,250
Change0 (0%)
Value$1.3M (+$123)
Filed 2026-10-26
Jnba Financial Advisors
INCREASED
Shares12,221 from 7,478
Change+4,743 (+63%)
Value$1.3M (+$492.8K)
Filed 2026-11-03
JSF Financial, LLC
INCREASED
Shares12,138 from 11,440
Change+698 (+6%)
Value$1.3M (+$72.6K)
Filed 2026-10-22
Radnor Capital Management, LLC
UNCHANGED
Shares12,100 from 12,100
Change0 (0%)
Value$1.3M (+$121)
Filed 2026-10-23
Salem Investment Counselors Inc
INCREASED
Shares12,074 from 9,764
Change+2,310 (+24%)
Value$1.3M (+$240.1K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares11,999 from 10,052
Change+1,947 (+19%)
Value$1.2M (+$202.4K)
Filed 2026-10-23
Willow Creek Capital Management, Inc.
UNCHANGED
Shares11,970 from 11,970
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-16
Rose Capital Advisors LLC
INCREASED
Shares11,908 from 6,210
Change+5,698 (+92%)
Value$1.2M (+$592.1K)
Filed 2026-11-04
BridgePort Financial Solutions, LLC
DECREASED
Shares11,883 from 11,892
Change-9 (0%)
Value$1.2M (-$816)
Filed 2026-11-02
Ironwood Wealth Management, Llc.
UNCHANGED
Shares11,875 from 11,875
Change0 (0%)
Value$1.2M (+$119)
Filed 2026-10-28
Baron Wealth Management LLC
UNCHANGED
Shares11,836 from 11,836
Change0 (0%)
Value$1.2M (+$118)
Filed 2026-10-27
Vaquero Private Wealth, LTD
UNCHANGED
Shares11,816 from 11,816
Change0 (0%)
Value$1.2M (+$118)
Filed 2026-10-27
Financial Management Network Inc
DECREASED
Shares11,779 from 11,846
Change-67 (-1%)
Value$1.2M (+$498)
Filed 2026-10-09
Victory Financial Group, LLC
INCREASED
Shares11,774 from 11,551
Change+223 (+2%)
Value$1.2M (+$23.3K)
Filed 2026-10-27
Independent Wealth Network Inc.
INCREASED
Shares11,673 from 11,650
Change+23 (+0%)
Value$1.2M (+$2.5K)
Filed 2026-10-19
Keystone Wealth Services, LLC
UNCHANGED
Shares11,673 from 11,673
Change0 (0%)
Value$1.2M (+$7.7K)
Filed 2026-11-03
Northeast Investment Management
UNCHANGED
Shares11,609 from 11,609
Change0 (0%)
Value$1.2M (+$116)
Filed 2026-10-30
MidAtlantic Capital Management, Inc.
DECREASED
Shares11,603 from 11,604
Change-1 (0%)
Value$1.2M (+$12)
Filed 2026-11-05
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares11,518 from 11,536
Change-18 (0%)
Value$1.2M (-$1.8K)
Filed 2026-10-14
TrinityBridge Ltd
INCREASED
Shares11,482 from 6,232
Change+5,250 (+84%)
Value$1.2K (-$645.8K)
Filed 2026-10-30
MSH Capital Advisors LLC
UNCHANGED
Shares11,377 from 11,377
Change0 (0%)
Value$1.2M (+$114)
Filed 2026-11-03
Seven Post Investment Office LP
UNCHANGED
Shares11,268 from 11,268
Change0 (0%)
Value$1.2M (+$113)
Filed 2026-10-26
Bright Financial Advisors, Inc.
DECREASED
Shares11,264 from 11,362
Change-98 (-1%)
Value$1.2M (-$10.1K)
Filed 2026-10-23
Truefg, LLC
INCREASED
Shares11,244 from 11,170
Change+74 (+1%)
Value$1.2M (+$7.8K)
Filed 2026-10-15
Eagle Strategies LLC
INCREASED
Shares11,242 from 11,208
Change+34 (+0%)
Value$1.2M (+$3.6K)
Filed 2026-10-16
Ledyard National Bank
DECREASED
Shares11,206 from 11,229
Change-23 (0%)
Value$1.2M (-$2.3K)
Filed 2026-10-21
Cadent Capital Advisors, LLC
UNCHANGED
Shares11,110 from 11,110
Change0 (0%)
Value$1.2M (+$111)
Filed 2026-10-09
Reston Wealth Management LLC
INCREASED
Shares11,072 from 10,437
Change+635 (+6%)
Value$1.2M (+$66.1K)
Filed 2026-10-29
Mission Financial Group, LLC
INCREASED
Shares11,019 from 9,523
Change+1,496 (+16%)
Value$1.1M (+$155.5K)
Filed 2026-10-21
David J Yvars Group
DECREASED
Shares11,019 from 11,069
Change-50 (0%)
Value$1.1M (-$5.1K)
Filed 2026-10-09
Bath Savings Trust Co
INCREASED
Shares11,012 from 10,574
Change+438 (+4%)
Value$1.1M (+$45.6K)
Filed 2026-10-07
Redwood Park Advisors LLC
UNCHANGED
Shares10,946 from 10,946
Change0 (0%)
Value$1.1M (+$109)
Filed 2026-11-02
Oakworth Capital, Inc.
UNCHANGED
Shares10,868 from 10,868
Change0 (0%)
Value$1.1M (+$109)
Filed 2026-10-26
Breakwater Capital Group
UNCHANGED
Shares10,800 from 10,800
Change0 (0%)
Value$1.1M (+$108)
Filed 2026-10-09
Cypress Wealth Services, LLC
UNCHANGED
Shares10,799 from 10,799
Change0 (0%)
Value$1.1M (+$3.7K)
Filed 2026-10-21
21 West Wealth Management LLC
DECREASED
Shares10,797 from 10,846
Change-49 (0%)
Value$1.1M (-$5.0K)
Filed 2026-10-13
Peterson Wealth Advisors, LLC
INCREASED
Shares10,796 from 10,580
Change+216 (+2%)
Value$1.1M (+$22.5K)
Filed 2026-10-08
Koshinski Asset Management, Inc.
UNCHANGED
Shares10,755 from 10,755
Change0 (0%)
Value$1.1M (+$108)
Filed 2026-10-29
Missouri Trust & Investment Co
DECREASED
Shares10,725 from 11,398
Change-673 (-6%)
Value$1.1M (-$89.2K)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares10,600
Change+10,600
Value$1.1M
Filed 2026-11-03
Beacon Financial Group
DECREASED
Shares10,584 from 10,602
Change-18 (0%)
Value$1.1M (-$1.8K)
Filed 2026-10-19
55 North Private Wealth, LLC
UNCHANGED
Shares10,519 from 10,519
Change0 (0%)
Value$1.1M (+$78)
Filed 2026-10-20
West Paces Advisors Inc.
UNCHANGED
Shares10,469 from 10,469
Change0 (0%)
Value$1.1M (+$104)
Filed 2026-10-13
M Holdings Securities, Inc.
NEW
Shares10,403
Change+10,403
Value$1.1M
Filed 2026-11-03
Parcion Private Wealth LLC
UNCHANGED
Shares10,380 from 10,380
Change0 (0%)
Value$1.1M (+$104)
Filed 2026-10-28
TCV Trust & Wealth Management, Inc.
DECREASED
Shares10,353 from 10,618
Change-265 (-2%)
Value$1.1M (-$27.4K)
Filed 2026-10-16
SC&H Financial Advisors, Inc.
DECREASED
Shares10,337 from 10,835
Change-498 (-5%)
Value$1.1M (-$51.7K)
Filed 2026-10-14
Private Wealth Group, LLC
UNCHANGED
Shares10,262 from 10,262
Change0 (0%)
Value$1.1M (+$102)
Filed 2026-10-19
Woodmont Investment Counsel LLC
INCREASED
Shares10,209 from 10,152
Change+57 (+1%)
Value$1.1M (+$6.0K)
Filed 2026-10-29
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares10,197 from 10,197
Change0 (0%)
Value$1.1M (+$102)
Filed 2026-11-02
Trust Co of the South
INCREASED
Shares10,132 from 8,817
Change+1,315 (+15%)
Value$1.1M (+$136.7K)
Filed 2026-10-21
Evolution Wealth Advisors, LLC
INCREASED
Shares10,120 from 9,266
Change+854 (+9%)
Value$1.1M (+$88.8K)
Filed 2026-11-03
Decision Investments, Inc
DECREASED
Shares10,099 from 10,199
Change-100 (-1%)
Value$1.0M (-$10.3K)
Filed 2026-10-07
Shayne & Jacobs, LLC
UNCHANGED
Shares10,053 from 10,053
Change0 (0%)
Value$1.0M (+$100)
Filed 2026-10-21
Forte Asset Management LLC
DECREASED
Shares10,015 from 10,455
Change-440 (-4%)
Value$1.0M (-$45.6K)
Filed 2026-10-13
TMB Capital Partners, LLC
UNCHANGED
Shares9,989 from 9,989
Change0 (0%)
Value$1.0M (+$99)
Filed 2026-10-20
Gen-Wealth Partners Inc
UNCHANGED
Shares9,919 from 9,919
Change0 (0%)
Value$1.0M (+$99)
Filed 2026-11-04
O'Connor Financial Group LLC
DECREASED
Shares9,862 from 9,984
Change-122 (-1%)
Value$1.0M (-$12.6K)
Filed 2026-10-26
Crusonia Wealth Advisors LLC
UNCHANGED
Shares9,827 from 9,827
Change0 (0%)
Value$1.0M (+$98)
Filed 2026-10-26
Private Wealth Management Group, LLC
UNCHANGED
Shares9,715 from 9,715
Change0 (0%)
Value$1.0M (+$97)
Filed 2026-10-19
Sonata Capital Group Inc
INCREASED
Shares9,714 from 9,668
Change+46 (+0%)
Value$1.0M (+$4.9K)
Filed 2026-10-19
Marietta Wealth Management, LLC
UNCHANGED
Shares9,688 from 9,688
Change0 (0%)
Value$995.4K (-$10.9K)
Filed 2026-10-22
Impact Capital Partners LLC
DECREASED
Shares9,646 from 14,810
Change-5,164 (-35%)
Value$1.0M (-$536.3K)
Filed 2026-10-22
Eagle Global Advisors LLC
INCREASED
Shares9,600 from 9,290
Change+310 (+3%)
Value$997.3K (+$32.3K)
Filed 2026-11-02
Camden National Bank
UNCHANGED
Shares9,598 from 9,598
Change0 (0%)
Value$997.1K (+$96)
Filed 2026-11-02
Client 1ST Advisory Group, LLC
DECREASED
Shares9,586 from 9,633
Change-47 (0%)
Value$995.9K (-$4.8K)
Filed 2026-10-19
InvesTrust
DECREASED
Shares9,574 from 9,648
Change-74 (-1%)
Value$994.6K (-$7.6K)
Filed 2026-10-14
Asset Dedication, LLC
DECREASED
Shares9,565 from 9,607
Change-42 (0%)
Value$993.7K (-$4.3K)
Filed 2026-11-03
Clear Point Advisors Inc.
UNCHANGED
Shares9,547 from 9,547
Change0 (0%)
Value$991.9K (+$95)
Filed 2026-10-30
Gladwyn Financial Advisors, Inc.
DECREASED
Shares9,543 from 9,824
Change-281 (-3%)
Value$991.4K (-$29.1K)
Filed 2026-10-05
Montag A & Associates Inc
INCREASED
Shares9,516 from 8,695
Change+821 (+9%)
Value$988.6K (+$85.4K)
Filed 2026-10-29
Trilogy Capital Inc.
INCREASED
Shares9,511 from 9,234
Change+277 (+3%)
Value$988.1K (+$28.9K)
Filed 2026-10-20
Noble Wealth Management PBC
INCREASED
Shares9,426 from 9,416
Change+10 (+0%)
Value$979.3K (+$1.1K)
Filed 2026-10-01
RKL Wealth Management LLC
DECREASED
Shares9,374 from 9,498
Change-124 (-1%)
Value$973.9K (-$12.8K)
Filed 2026-10-16
Stephenson & Company, Inc.
UNCHANGED
Shares9,373 from 9,373
Change0 (0%)
Value$973.8K (+$94)
Filed 2026-10-30
Sentinel Trust Co LBA
DECREASED
Shares9,300 from 10,699
Change-1,399 (-13%)
Value$966.0K (+$964.9K)
Filed 2026-11-03
Armbruster Capital Management, Inc.
UNCHANGED
Shares9,276 from 9,276
Change0 (0%)
Value$963.7K (+$93)
Filed 2026-10-19
Mezzasalma Advisors, LLC
DECREASED
Shares9,253 from 9,678
Change-425 (-4%)
Value$961.3K (-$44.1K)
Filed 2026-10-14
Beese Fulmer Investment Management, Inc.
INCREASED
Shares9,222 from 9,005
Change+217 (+2%)
Value$958.1K (+$22.6K)
Filed 2026-10-23
CWA Asset Management Group, LLC
DECREASED
Shares9,221 from 9,466
Change-245 (-3%)
Value$958.0K (-$25.4K)
Filed 2026-10-19
Garde Capital, Inc.
DECREASED
Shares9,217 from 9,232
Change-15 (0%)
Value$957.5K (-$1.5K)
Filed 2026-10-29
Relyea Zuckerberg Hanson LLC
DECREASED
Shares9,176 from 9,543
Change-367 (-4%)
Value$953.3K (-$38.0K)
Filed 2026-10-20
Beaumont Financial Advisors, LLC
DECREASED
Shares9,169 from 10,146
Change-977 (-10%)
Value$952.6K (-$101.4K)
Filed 2026-10-22
Alpha Omega Wealth Management LLC
UNCHANGED
Shares9,162 from 9,162
Change0 (0%)
Value$951.9K (+$92)
Filed 2026-10-23
Simplicity Wealth,LLC
DECREASED
Shares9,148 from 10,957
Change-1,809 (-17%)
Value$950.3K (-$187.8K)
Filed 2026-10-23
Lynch Investment Planning, LLC
DECREASED
Shares9,114 from 10,802
Change-1,688 (-16%)
Value$946.8K (-$175.3K)
Filed 2026-10-27
Consilium Wealth Advisory, LLC
UNCHANGED
Shares9,061 from 9,061
Change0 (0%)
Value$941.3K (+$90)
Filed 2026-10-14
Burney Co/
DECREASED
Shares9,034 from 9,967
Change-933 (-9%)
Value$938.5K (-$96.8K)
Filed 2026-10-15
Indivisible Partners
INCREASED
Shares9,018 from 5,850
Change+3,168 (+54%)
Value$936.9K (+$329.2K)
Filed 2026-10-26
GFS Advisors, LLC
DECREASED
Shares8,967 from 9,032
Change-65 (-1%)
Value$932.0K (-$29.1M)
Filed 2026-11-03
Anchor Capital Advisors LLC
UNCHANGED
Shares8,935 from 8,935
Change0 (0%)
Value$928.2K (+$89)
Filed 2026-11-05
MFA Wealth Services
DECREASED
Shares8,925 from 8,927
Change-2 (0%)
Value$927.2K (-$119)
Filed 2026-10-14
Yardley Wealth Management LLC
UNCHANGED
Shares8,905 from 8,905
Change0 (0%)
Value$925.1K (+$89)
Filed 2026-10-23
Peoples Bank
DECREASED
Shares8,887 from 8,939
Change-52 (-1%)
Value$923.3K (-$5.3K)
Filed 2026-10-26
Reflection Asset Management
INCREASED
Shares8,882 from 8,556
Change+326 (+4%)
Value$922.7K (+$34.0K)
Filed 2026-10-28
American National Bank & Trust
DECREASED
Shares8,871 from 8,973
Change-102 (-1%)
Value$921.6K (-$10.5K)
Filed 2026-10-07
Stage Harbor Financial, LLC
UNCHANGED
Shares8,867 from 8,867
Change0 (0%)
Value$921.2K (+$89)
Filed 2026-11-03
Bond & Devick Financial Network, Inc.
DECREASED
Shares8,839 from 8,932
Change-93 (-1%)
Value$918.3K (-$9.6K)
Filed 2026-10-23
Fortitude Family Office, LLC
UNCHANGED
Shares8,838 from 8,838
Change0 (0%)
Value$918.2K (+$89)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED
Shares8,801 from 5,571
Change+3,230 (+58%)
Value$914.4K (+$335.6K)
Filed 2026-10-13
Financial Solutions Advisory Group, Inc.
DECREASED
Shares8,777 from 8,877
Change-100 (-1%)
Value$908.9K (-$13.6K)
Filed 2026-10-28
Cove Private Wealth, LLC
INCREASED
Shares8,767 from 8,666
Change+101 (+1%)
Value$910.8K (+$10.6K)
Filed 2026-10-28
Trace Wealth Advisors, LLC
UNCHANGED
Shares8,765 from 8,765
Change0 (0%)
Value$910.6K (+$88)
Filed 2026-10-30
Essex Bank
INCREASED
Shares8,748 from 8,348
Change+400 (+5%)
Value$908.8K (+$41.6K)
Filed 2026-10-16
Caldwell Trust Co
UNCHANGED
Shares8,689 from 8,689
Change0 (0%)
Value$902.7K (+$87)
Filed 2026-10-30
Discipline Wealth Solutions, LLC
DECREASED
Shares8,686 from 8,956
Change-270 (-3%)
Value$902.4K (-$27.9K)
Filed 2026-10-14
Washington Trust Advisors, Inc.
DECREASED
Shares8,601 from 8,701
Change-100 (-1%)
Value$893.6K (-$10.3K)
Filed 2026-10-22
Aspen Wealth Management LLC
DECREASED
Shares8,589 from 8,600
Change-11 (0%)
Value$892.3K (-$1.1K)
Filed 2026-10-14
Vontobel Holding Ltd.
DECREASED
Shares8,578 from 9,800
Change-1,222 (-12%)
Value$891.2K (-$126.9K)
Filed 2026-10-16
Guidance Point Advisors, LLC
DECREASED
Shares8,545 from 8,755
Change-210 (-2%)
Value$888.1K (-$21.7K)
Filed 2026-10-15
Compass Planning Associates Inc
DECREASED
Shares8,536 from 8,537
Change-1 (0%)
Value$886.8K (+$35)
Filed 2026-10-13
Adirondack Trust Co
DECREASED
Shares8,492 from 8,656
Change-164 (-2%)
Value$882.2K (-$17.0K)
Filed 2026-10-14
Cypress Financial Planning LLC
DECREASED
Shares8,484 from 8,507
Change-23 (0%)
Value$881.4K (-$2.4K)
Filed 2026-10-09
Mechanics Bank Trust Department
UNCHANGED
Shares8,470 from 8,470
Change0 (0%)
Value$879.9K (+$84)
Filed 2026-10-13
Aprio Wealth Management, LLC
INCREASED
Shares8,379 from 7,912
Change+467 (+6%)
Value$870.5K (+$48.6K)
Filed 2026-10-28
Grandfield & Dodd, LLC
UNCHANGED
Shares8,355 from 8,355
Change0 (0%)
Value$868.1K (+$83)
Filed 2026-10-29
Exchange Bank
INCREASED
Shares8,349 from 7,941
Change+408 (+5%)
Value$867.4K (+$42.5K)
Filed 2026-10-07
Hohimer Wealth Management, LLC
UNCHANGED
Shares8,331 from 8,331
Change0 (0%)
Value$865.5K (+$84)
Filed 2026-11-04
Tucker Asset Management LLC
INCREASED
Shares8,312 from 8,096
Change+216 (+3%)
Value$863.5K (+$22.5K)
Filed 2026-10-29
Tred Avon Family Wealth, LLC
UNCHANGED
Shares8,287 from 8,287
Change0 (0%)
Value$861.0K (+$83)
Filed 2026-10-20
MBL Wealth, LLC
DECREASED
Shares8,216 from 8,240
Change-24 (0%)
Value$853.6K (-$2.4K)
Filed 2026-10-22
Total Investment Management Inc
DECREASED
Shares8,198 from 8,466
Change-268 (-3%)
Value$851.7K (-$42.2K)
Filed 2026-10-22
Trust Co of Oklahoma
DECREASED
Shares8,162 from 8,921
Change-759 (-9%)
Value$848.0K (-$78.8K)
Filed 2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares8,160 from 7,700
Change+460 (+6%)
Value$847.7K (+$47.9K)
Filed 2026-10-23
Vestor Capital, LLC
DECREASED
Shares8,130 from 239,240
Change-231,110 (-97%)
Value$7.9K (-$16.6K)
Filed 2026-11-04
Vilga Financial Planning LLC
UNCHANGED
Shares8,121 from 8,121
Change0 (0%)
Value$843.7K (+$82)
Filed 2026-10-09
Centerpoint Advisors, LLC
UNCHANGED
Shares8,102 from 8,102
Change0 (0%)
Value$842.0K ($0)
Filed 2026-11-05
Collective Family Office LLC
INCREASED
Shares8,089 from 8,011
Change+78 (+1%)
Value$840.4K (+$8.2K)
Filed 2026-10-05
Interchange Capital Partners, LLC
UNCHANGED
Shares8,082 from 8,082
Change0 (0%)
Value$839.7K (+$85)
Filed 2026-10-28
Amplius Wealth Advisors, LLC
DECREASED
Shares8,079 from 8,795
Change-716 (-8%)
Value$839.3K (-$74.3K)
Filed 2026-10-20
Culbertson A N & Co Inc
DECREASED
Shares8,031 from 8,131
Change-100 (-1%)
Value$834.3K (-$10.3K)
Filed 2026-10-21
Oarsman Capital, Inc.
UNCHANGED
Shares8,031 from 8,031
Change0 (0%)
Value$834.3K (+$80)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares8,022
Change+8,022
Value$833.4K
Filed 2026-10-28
Cardinal Point Capital Management ULC
INCREASED
Shares8,018 from 7,953
Change+65 (+1%)
Value$833.0K (+$6.8K)
Filed 2026-10-21
Golden State Wealth Management, LLC
DECREASED
Shares7,997 from 10,057
Change-2,060 (-20%)
Value$830.8K (-$213.9K)
Filed 2026-11-02
3Chopt Investment Partners, LLC
UNCHANGED
Shares7,984 from 7,984
Change0 (0%)
Value$829.5K (+$80)
Filed 2026-10-30
Cypress Capital Group
DECREASED
Shares7,976 from 8,176
Change-200 (-2%)
Value$828.6K (-$20.7K)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares7,905 from 7,999
Change-94 (-1%)
Value$821.3K (-$9.7K)
Filed 2026-10-15
Townsend Asset Management Corp
UNCHANGED
Shares7,900 from 7,900
Change0 (0%)
Value$820.7K (+$79)
Filed 2026-10-29
Selby Wealth Management, LLC
INCREASED
Shares7,870 from 7,695
Change+175 (+2%)
Value$817.6K (+$18.3K)
Filed 2026-10-16
First American Bank
INCREASED
Shares7,810 from 7,792
Change+18 (+0%)
Value$811.4K (+$1.9K)
Filed 2026-10-27
Bedminster, LLC
DECREASED
Shares7,802 from 8,497
Change-695 (-8%)
Value$810.5K (-$72.1K)
Filed 2026-11-04
Romano Brothers and Company
UNCHANGED
Shares7,767 from 7,767
Change0 (0%)
Value$806.9K (+$78)
Filed 2026-10-22
Lynx Investment Advisory
INCREASED
Shares7,756 from 7,565
Change+191 (+3%)
Value$805.8K (+$19.9K)
Filed 2026-10-27
Chemistry Wealth Management LLC
UNCHANGED
Shares7,743 from 7,743
Change0 (0%)
Value$804.4K (+$77)
Filed 2026-10-16
Wolff Wiese Magana LLC
INCREASED
Shares7,670 from 4,250
Change+3,420 (+80%)
Value$796.8K (+$355.3K)
Filed 2026-10-15
Opinicus Capital, Inc.
UNCHANGED
Shares7,651 from 7,651
Change0 (0%)
Value$794.9K (+$76)
Filed 2026-10-28
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares7,634 from 8,027
Change-393 (-5%)
Value$793.1K (-$40.8K)
Filed 2026-10-29
Sigma Planning Corp
DECREASED
Shares7,609 from 9,398
Change-1,789 (-19%)
Value$783.4K (-$192.9K)
Filed 2026-10-23
MBA Advisors LLC
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$789.6K (+$76)
Filed 2026-10-29
Piscataqua Savings Bank
UNCHANGED
Shares7,591 from 7,591
Change0 (0%)
Value$788.6K (+$76)
Filed 2026-10-21
Nichols & Pratt Advisers LLP
INCREASED
Shares7,558 from 3,592
Change+3,966 (+110%)
Value$777.1K (+$404.0K)
Filed 2026-10-13
Sage Capital Advisors,llc
INCREASED
Shares7,514 from 6,970
Change+544 (+8%)
Value$780.6K (+$56.6K)
Filed 2026-10-13
Doliver Advisors, LP
DECREASED
Shares7,503 from 7,703
Change-200 (-3%)
Value$779.5K (-$20.7K)
Filed 2026-10-01
Cidel Asset Management Inc
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$779.2K (+$80)
Filed 2026-10-29
Elevation Wealth Partners, LLC
DECREASED
Shares7,493 from 7,539
Change-46 (-1%)
Value$778.4K (-$4.7K)
Filed 2026-10-07
Peoples Bank
DECREASED
Shares7,474 from 7,574
Change-100 (-1%)
Value$776.5K (-$10.3K)
Filed 2026-10-09
Beacon Bank & Trust
UNCHANGED
Shares7,442 from 7,442
Change0 (0%)
Value$773.1K (+$75)
Filed 2026-10-27
Leisure Capital Management
UNCHANGED
Shares7,440 from 7,440
Change0 (0%)
Value$772.9K (+$74)
Filed 2026-11-03
Avantax Planning Partners, Inc.
INCREASED
Shares7,414 from 7,072
Change+342 (+5%)
Value$770.2K (+$35.6K)
Filed 2026-11-03
Clifford Swan Investment Counsel LLC
UNCHANGED
Shares7,365 from 7,365
Change0 (0%)
Value$765.2K (+$74)
Filed 2026-11-05
Revolve Wealth Partners, LLC
UNCHANGED
Shares7,346 from 7,346
Change0 (0%)
Value$763.2K (+$73)
Filed 2026-10-23
TrustBank
UNCHANGED
Shares7,290 from 7,290
Change0 (0%)
Value$757.4K (+$73)
Filed 2026-10-20
Lincoln Capital Corp
UNCHANGED
Shares7,278 from 7,278
Change0 (0%)
Value$756.1K (+$72)
Filed 2026-10-13
Ti-Trust, Inc
UNCHANGED
Shares7,276 from 7,276
Change0 (0%)
Value$755.9K (+$73)
Filed 2026-10-21
KCM Investment Advisors LLC
INCREASED
Shares7,232 from 7,078
Change+154 (+2%)
Value$751.3K (+$16.1K)
Filed 2026-10-27
tru Independence LLC
DECREASED
Shares7,218 from 7,277
Change-59 (-1%)
Value$749.9K (-$6.1K)
Filed 2026-10-20
Smith Salley Wealth Management
INCREASED
Shares7,172 from 3,007
Change+4,165 (+139%)
Value$745.1K (+$432.7K)
Filed 2026-11-03
Dynamic Financial Group
INCREASED
Shares7,151 from 6,805
Change+346 (+5%)
Value$742.9K (+$36.0K)
Filed 2026-10-28
Beacon Financial Planning, Inc
UNCHANGED
Shares7,144 from 7,144
Change0 (0%)
Value$742.1K (+$72)
Filed 2026-11-04
Investment Research Partners LLC
UNCHANGED
Shares7,138 from 7,138
Change0 (0%)
Value$741.6K (+$72)
Filed 2026-10-19
Avail Investment Partners, LLC
UNCHANGED
Shares7,138 from 7,138
Change0 (0%)
Value$741.6K (+$72)
Filed 2026-10-16
Donor Advised Charitable Giving, Inc.
UNCHANGED
Shares7,132 from 7,132
Change0 (0%)
Value$741.0K (+$71)
Filed 2026-10-28
Charles Schwab Trust Co
INCREASED
Shares7,102 from 6,526
Change+576 (+9%)
Value$737.8K (+$59.9K)
Filed 2026-10-15
Acorn Wealth Advisors, LLC
INCREASED
Shares7,077 from 6,999
Change+78 (+1%)
Value$735.2K (+$8.2K)
Filed 2026-10-19
TruNorth Capital Management, LLC
UNCHANGED
Shares7,044 from 7,044
Change0 (0%)
Value$731.8K (+$70)
Filed 2026-10-14
Rockwood Wealth Management, LLC
INCREASED
Shares7,024 from 6,085
Change+939 (+15%)
Value$729.7K (+$97.6K)
Filed 2026-10-27
Austin Asset Management Co Inc
DECREASED
Shares7,012 from 7,352
Change-340 (-5%)
Value$728.5K (-$35.2K)
Filed 2026-10-29
AWM Capital, LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$727.2K (+$70)
Filed 2026-10-16
Castellan Group
UNCHANGED
Shares6,995 from 6,995
Change0 (0%)
Value$726.7K (+$70)
Filed 2026-10-19
CGC Financial Services, LLC
UNCHANGED
Shares6,974 from 6,974
Change0 (0%)
Value$724.5K (+$70)
Filed 2026-10-13
NorthCrest Asset Manangement, LLC
INCREASED
Shares6,972 from 6,669
Change+303 (+5%)
Value$716.0K (+$23.0K)
Filed 2026-10-13
SkyOak Wealth, LLC
UNCHANGED
Shares6,942 from 6,942
Change0 (0%)
Value$721.2K (+$69)
Filed 2026-10-28
Roman Butler Fullerton & Co
DECREASED
Shares6,872 from 7,148
Change-276 (-4%)
Value$707.0K (-$31.0K)
Filed 2026-10-27
Soltis Investment Advisors LLC
DECREASED
Shares6,854 from 6,887
Change-33 (0%)
Value$712.1K (-$3.3K)
Filed 2026-10-28
Measured Risk Portfolios, Inc.
DECREASED
Shares6,842 from 6,939
Change-97 (-1%)
Value$710.8K (-$10.0K)
Filed 2026-10-21
Carret Asset Management, LLC
UNCHANGED
Shares6,822 from 6,822
Change0 (0%)
Value$708.7K (+$69)
Filed 2026-11-04
Security Financial Services, Inc.
DECREASED
Shares6,768 from 7,566
Change-798 (-11%)
Value$703.1K (-$82.8K)
Filed 2026-10-29
Pacific Sage Partners, LLC
UNCHANGED
Shares6,754 from 6,754
Change0 (0%)
Value$701.7K (+$67)
Filed 2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares6,749 from 6,749
Change0 (0%)
Value$701.2K (+$67)
Filed 2026-10-23
MKD Wealth Coaches, LLC
UNCHANGED
Shares6,747 from 6,747
Change0 (0%)
Value$700.9K (+$68)
Filed 2026-10-09
SeaCrest Wealth Management, LLC
DECREASED
Shares6,735 from 6,856
Change-121 (-2%)
Value$699.7K (-$12.5K)
Filed 2026-10-21
Fidelity D & D Bancorp Inc
DECREASED
Shares6,730 from 8,538
Change-1,808 (-21%)
Value$699.2K (-$187.7K)
Filed 2026-11-05
Gainline Financial Partners, LLC
INCREASED
Shares6,711 from 6,250
Change+461 (+7%)
Value$697.2K (+$48.0K)
Filed 2026-10-15
Segment Wealth Management, LLC
UNCHANGED
Shares6,690 from 6,690
Change0 (0%)
Value$695.0K (+$67)
Filed 2026-10-26
Nations Financial Group Inc,
INCREASED
Shares6,596 from 6,594
Change+2 (+0%)
Value$685.3K (+$274)
Filed 2026-11-05
Pacific Capital Wealth Advisors, Inc.
UNCHANGED
Shares6,546 from 6,546
Change0 (0%)
Value$680.1K (+$66)
Filed 2026-10-22
Alterna Wealth Management, Inc
NEW
Shares6,521
Change+6,521
Value$677.5K
Filed 2026-10-27
True North Advisors, LLC
DECREASED
Shares6,507 from 6,612
Change-105 (-2%)
Value$676.0K (-$10.8K)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
DECREASED
Shares6,506 from 6,574
Change-68 (-1%)
Value$675.9K (-$7.0K)
Filed 2026-11-04
Members Wealth LLC
INCREASED
Shares6,419 from 5,769
Change+650 (+11%)
Value$661.9K (+$62.5K)
Filed 2026-10-20
Howard Wealth Management, LLC
DECREASED
Shares6,373 from 6,382
Change-9 (0%)
Value$662.1K (-$871)
Filed 2026-10-28
Agate Pass Investment Management, LLC
NEW
Shares6,340
Change+6,340
Value$658.7K
Filed 2026-10-20
Sage Financial Group Inc
INCREASED
Shares6,303 from 6,023
Change+280 (+5%)
Value$654.8K (+$29.1K)
Filed 2026-10-27
Great Diamond Partners, LLC
UNCHANGED
Shares6,287 from 6,287
Change0 (0%)
Value$653.2K (+$62)
Filed 2026-10-13
Hardin Capital Partners, LLC
INCREASED
Shares6,267 from 6,030
Change+237 (+4%)
Value$651.1K (+$24.9K)
Filed 2026-10-09
Horizon Advisory Services, Inc.
UNCHANGED
Shares6,250 from 6,250
Change0 (0%)
Value$649.3K (+$63)
Filed 2026-10-29
Sage Rhino Capital LLC
UNCHANGED
Shares6,235 from 6,235
Change0 (0%)
Value$647.8K (+$62)
Filed 2026-10-28
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares6,232 from 4,050
Change+2,182 (+54%)
Value$647 (-$420.4K)
Filed 2026-10-26
Bangor Savings Bank
UNCHANGED
Shares6,214 from 6,214
Change0 (0%)
Value$645.6K (+$62)
Filed 2026-10-06
Magnus Financial Group LLC
INCREASED
Shares6,147 from 5,501
Change+646 (+12%)
Value$638.6K (+$67.2K)
Filed 2026-10-21
Meridian Financial Partners LLC
UNCHANGED
Shares6,115 from 6,115
Change0 (0%)
Value$633.9K (-$6.0K)
Filed 2026-10-23
Orba Wealth Advisors, L.L.C.
DECREASED
Shares6,106 from 6,559
Change-453 (-7%)
Value$634.4K (-$47.0K)
Filed 2026-10-23
Mascoma Wealth Management LLC
DECREASED
Shares6,098 from 6,346
Change-248 (-4%)
Value$633.5K (-$25.7K)
Filed 2026-10-23
Buck Wealth Strategies, LLC
INCREASED
Shares6,089 from 2,051
Change+4,038 (+197%)
Value$632.6K (+$419.5K)
Filed 2026-10-28
Diversify Advisory Services, LLC
INCREASED
Shares6,089 from 5,733
Change+356 (+6%)
Value$631.3K (+$35.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares6,089 from 5,733
Change+356 (+6%)
Value$631.3K (+$35.5K)
Filed 2026-10-20
Clark Asset Management, LLC
DECREASED
Shares6,087 from 6,265
Change-178 (-3%)
Value$632.4K (-$18.4K)
Filed 2026-10-19
Cynosure Group, LLC
UNCHANGED
Shares6,069 from 6,069
Change0 (0%)
Value$630.5K (+$61)
Filed 2026-11-03
Lakeshore Financial Planning, Inc.
UNCHANGED
Shares6,068 from 6,068
Change0 (0%)
Value$630.4K (+$61)
Filed 2026-10-13
White Lighthouse Investment Management Inc.
UNCHANGED
Shares6,058 from 6,058
Change0 (0%)
Value$629.4K (+$61)
Filed 2026-10-21
Ullmann Wealth Partners Group, LLC
DECREASED
Shares6,032 from 6,793
Change-761 (-11%)
Value$626.7K (-$79.0K)
Filed 2026-11-02
Premier Path Wealth Partners, LLC
INCREASED
Shares5,980 from 5,412
Change+568 (+11%)
Value$621.3K (+$59.1K)
Filed 2026-10-16
Sightline Wealth Advisors, LLC
INCREASED
Shares5,877 from 5,707
Change+170 (+3%)
Value$610.5K (+$17.7K)
Filed 2026-10-21
Bison Wealth, LLC
INCREASED
Shares5,874 from 5,706
Change+168 (+3%)
Value$605.3K (+$3.6K)
Filed 2026-10-13
Insight Advisors, LLC/ PA
UNCHANGED
Shares5,862 from 5,862
Change0 (0%)
Value$609.0K (+$58)
Filed 2026-10-22
Brookmont Capital Management
INCREASED
Shares5,859 from 5,839
Change+20 (+0%)
Value$608.7K (+$2.1K)
Filed 2026-10-23
Hudock, Inc.
UNCHANGED
Shares5,826 from 5,826
Change0 (0%)
Value$605.3K (+$58)
Filed 2026-10-14
Wealth Dimensions Group, Ltd.
INCREASED
Shares5,823 from 4,691
Change+1,132 (+24%)
Value$605.0K (+$117.7K)
Filed 2026-11-02
Banque Pictet & CIE SA
INCREASED
Shares5,814 from 4,236
Change+1,578 (+37%)
Value$604.0K (+$164.0K)
Filed 2026-10-16
Farrell Financial LLC
INCREASED
Shares5,803 from 5,776
Change+27 (+0%)
Value$602.8K (+$2.9K)
Filed 2026-10-16
Baker Tilly Wealth Management, LLC
DECREASED
Shares5,797 from 6,079
Change-282 (-5%)
Value$602.3K (-$29.2K)
Filed 2026-10-05
Howland Capital Management LLC
UNCHANGED
Shares5,781 from 5,781
Change0 (0%)
Value$600.6K (+$58)
Filed 2026-10-22
Formidable Asset Management, LLC
DECREASED
Shares5,780 from 5,814
Change-34 (-1%)
Value$600.4K (+$35.7K)
Filed 2026-11-03
Guardian Partners Inc.
INCREASED
Shares5,769 from 5,329
Change+440 (+8%)
Value$599.3K (+$45.8K)
Filed 2026-10-21
Turn8 Private Wealth Inc.
INCREASED
Shares5,762 from 5,735
Change+27 (+0%)
Value$598.6K (+$2.9K)
Filed 2026-11-05
Creekside Partners
UNCHANGED
Shares5,757 from 5,757
Change0 (0%)
Value$598.1K (+$58)
Filed 2026-11-04
Key FInancial Inc
DECREASED
Shares5,730 from 5,748
Change-18 (0%)
Value$595.3K (-$1.8K)
Filed 2026-11-02
Trust Co
UNCHANGED
Shares5,726 from 5,726
Change0 (0%)
Value$594.9K (+$57)
Filed 2026-10-09
InTrack Investment Management Inc
UNCHANGED
Shares5,698 from 5,698
Change0 (0%)
Value$592.0K (+$57)
Filed 2026-10-15
Finward Bancorp
DECREASED
Shares5,667 from 6,207
Change-540 (-9%)
Value$588.7K (-$56.0K)
Filed 2026-10-14
Contravisory Investment Management, Inc.
DECREASED
Shares5,664 from 6,018
Change-354 (-6%)
Value$588.4K (-$36.7K)
Filed 2026-10-13
Traynor Capital Management, Inc.
DECREASED
Shares5,646 from 15,261
Change-9,615 (-63%)
Value$586.5K (-$998.8K)
Filed 2026-10-29
Canopy Partners, LLC
UNCHANGED
Shares5,634 from 5,634
Change0 (0%)
Value$585.3K (+$56)
Filed 2026-10-28
CPC Advisors, LLC
UNCHANGED
Shares5,624 from 5,624
Change0 (0%)
Value$584.3K (+$56)
Filed 2026-10-21
Gibson Capital, LLC
INCREASED
Shares5,620 from 4,357
Change+1,263 (+29%)
Value$583.9K (+$131.3K)
Filed 2026-10-23
Samalin Investment Counsel, LLC
UNCHANGED
Shares5,609 from 5,609
Change0 (0%)
Value$582.7K (+$56)
Filed 2026-10-23
Saxon Interests, Inc.
DECREASED
Shares5,608 from 8,641
Change-3,033 (-35%)
Value$582.6K (-$315.0K)
Filed 2026-10-26
Family Office Research LLC
DECREASED
Shares5,603 from 5,695
Change-92 (-2%)
Value$582.1K (-$9.5K)
Filed 2026-10-14
Community Trust & Investment Co
UNCHANGED
Shares5,601 from 5,601
Change0 (0%)
Value$581.9K (+$56)
Filed 2026-10-15
Sentry LLC
DECREASED
Shares5,575 from 6,379
Change-804 (-13%)
Value$579.2K (-$83.5K)
Filed 2026-10-30
Woodside Wealth Management LLC
UNCHANGED
Shares5,560 from 5,560
Change0 (0%)
Value$577.6K (+$55)
Filed 2026-10-16
Ddfg, Inc
UNCHANGED
Shares5,558 from 5,558
Change0 (0%)
Value$577.4K (+$55)
Filed 2026-10-15
HCR Wealth Advisors
UNCHANGED
Shares5,557 from 5,557
Change0 (0%)
Value$577.3K (+$55)
Filed 2026-10-15
International Assets Investment Management, LLC
DECREASED
Shares5,516 from 5,950
Change-434 (-7%)
Value$567.2K (-$45.8K)
Filed 2026-11-02
Financial Advisory Corp
UNCHANGED
Shares5,511 from 5,511
Change0 (0%)
Value$572.5K (+$55)
Filed 2026-10-14
Gamma Investing LLC
INCREASED
Shares5,484 from 5,155
Change+329 (+6%)
Value$569.7K (+$34.2K)
Filed 2026-10-08
Archvest Wealth Advisors, Inc.
DECREASED
Shares5,462 from 5,492
Change-30 (-1%)
Value$567.4K (-$3.1K)
Filed 2026-10-29
First National Bank Sioux Falls
DECREASED
Shares5,424 from 5,496
Change-72 (-1%)
Value$563.5K (-$2.6K)
Filed 2026-10-13
PFG Advisors
DECREASED
Shares5,422 from 6,066
Change-644 (-11%)
Value$563.3K (-$66.8K)
Filed 2026-10-16
Advocate Investing Services LLC
DECREASED
Shares5,400 from 6,200
Change-800 (-13%)
Value$561.0K (-$83.0K)
Filed 2026-10-26
Verum Partners LLC
UNCHANGED
Shares5,378 from 5,378
Change0 (0%)
Value$558.7K (+$54)
Filed 2026-10-21
Garner Asset Management Corp
DECREASED
Shares5,374 from 5,404
Change-30 (-1%)
Value$553.1K (-$8.2K)
Filed 2026-10-30
Sageworth Trust Co
DECREASED
Shares5,365 from 5,853
Change-488 (-8%)
Value$557.4K (-$50.6K)
Filed 2026-10-30
Colorado Capital Management, Inc.
DECREASED
Shares5,359 from 5,452
Change-93 (-2%)
Value$557 (-$9)
Filed 2026-10-15
CFG Wealth Management Services, Inc.
DECREASED
Shares5,348 from 6,056
Change-708 (-12%)
Value$549.9K (-$23.9K)
Filed 2026-10-21
Marion Wealth Management
INCREASED
Shares5,346 from 5,259
Change+87 (+2%)
Value$555.4K (+$9.1K)
Filed 2026-10-22
Global Financial Private Client, LLC
UNCHANGED
Shares5,320 from 5,320
Change0 (0%)
Value$552.7K (+$53)
Filed 2026-10-15
Adirondack Capital Advisors, LLC
UNCHANGED
Shares5,317 from 5,317
Change0 (0%)
Value$552.4K (+$53)
Filed 2026-10-09
KWB Wealth
INCREASED
Shares5,296 from 5,201
Change+95 (+2%)
Value$550.2K (+$9.9K)
Filed 2026-10-16
YHB Investment Advisors, Inc.
DECREASED
Shares5,282 from 5,288
Change-6 (0%)
Value$548.8K (-$570)
Filed 2026-10-08
Pictet Asset Management Holding SA
NEW
Shares5,258
Change+5,258
Value$546.3K
Filed 2026-11-03
Financial Guidance Group, Inc.
DECREASED
Shares5,258 from 5,458
Change-200 (-4%)
Value$546.3K (-$20.7K)
Filed 2026-10-21
Lewis Asset Management, LLC
INCREASED
Shares5,246 from 4,969
Change+277 (+6%)
Value$545.1K (+$28.8K)
Filed 2026-10-14
Gilman Hill Asset Management, LLC
UNCHANGED
Shares5,231 from 5,231
Change0 (0%)
Value$543.4K (+$53)
Filed 2026-10-13
Forum Financial Management, LP
INCREASED
Shares5,194 from 5,091
Change+103 (+2%)
Value$539.6K (+$10.8K)
Filed 2026-10-16
Advantage Trust Co
UNCHANGED
Shares5,190 from 5,190
Change0 (0%)
Value$539.2K (+$52)
Filed 2026-10-19
Gables Capital Management Inc.
UNCHANGED
Shares5,179 from 5,179
Change0 (0%)
Value$538.0K (+$51)
Filed 2026-11-04
DB Fitzpatrick & Co, Inc
DECREASED
Shares5,178 from 5,223
Change-45 (-1%)
Value$537.9K (-$4.6K)
Filed 2026-10-19
Petersen Hastings Wealth Advisors Inc.
DECREASED
Shares5,172 from 5,183
Change-11 (0%)
Value$537.3K (-$1.1K)
Filed 2026-10-27
Quantum Financial Partners LLC
INCREASED
Shares5,161 from 3,031
Change+2,130 (+70%)
Value$536.2K (+$221.3K)
Filed 2026-10-19
Norway Savings Bank
DECREASED
Shares5,145 from 5,180
Change-35 (-1%)
Value$534.5K (-$3.6K)
Filed 2026-10-20
Northstar Asset Management Co
UNCHANGED
Shares5,143 from 5,143
Change0 (0%)
Value$535.2K (+$3.3K)
Filed 2026-10-22
First Business Financial Services, Inc.
UNCHANGED
Shares5,128 from 5,128
Change0 (0%)
Value$532.7K (+$51)
Filed 2026-10-29
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares5,108 from 5,108
Change0 (0%)
Value$530.7K (+$51)
Filed 2026-11-02
OAK Family Advisors, LLC
DECREASED
Shares5,085 from 5,175
Change-90 (-2%)
Value$528.2K (-$9.3K)
Filed 2026-10-19
Weaver Consulting Group
INCREASED
Shares5,076 from 4,974
Change+102 (+2%)
Value$527.3K (+$10.6K)
Filed 2026-10-07
Climber Capital SA
UNCHANGED
Shares5,070 from 5,070
Change0 (0%)
Value$499.4K (-$26.2K)
Filed 2026-10-20
Old Second National Bank of Aurora
UNCHANGED
Shares5,070 from 5,070
Change0 (0%)
Value$526.7K (+$50)
Filed 2026-10-22
Monte Financial Group, LLC
DECREASED
Shares5,052 from 6,042
Change-990 (-16%)
Value$524.9K (-$113.1K)
Filed 2026-11-02
Arlington Financial Advisors, LLC
UNCHANGED
Shares5,040 from 5,040
Change0 (0%)
Value$523.6K (+$51)
Filed 2026-10-19
Piedmont Capital Management, LLC
UNCHANGED
Shares5,038 from 5,038
Change0 (0%)
Value$523.4K (+$51)
Filed 2026-10-21
Duncker Streett & Co Inc
UNCHANGED
Shares5,016 from 5,016
Change0 (0%)
Value$521.1K (+$50)
Filed 2026-10-27
Meridian Financial Advisors, LLC
UNCHANGED
Shares5,013 from 5,013
Change0 (0%)
Value$520.8K (+$50)
Filed 2026-10-14
Telos Capital Management, Inc.
UNCHANGED
Shares5,009 from 5,009
Change0 (0%)
Value$520.4K (+$51)
Filed 2026-11-02
Citizens National Bank Trust Department
UNCHANGED
Shares5,005 from 5,005
Change0 (0%)
Value$520.0K (+$50)
Filed 2026-11-04
Forza Wealth Management, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$519.5K (+$50)
Filed 2026-10-20
Acima Private Wealth, LLC
UNCHANGED
Shares4,970 from 4,970
Change0 (0%)
Value$516.3K (+$49)
Filed 2026-10-05
WestHill Financial Advisors, Inc.
DECREASED
Shares4,968 from 5,054
Change-86 (-2%)
Value$516.2K (-$8.9K)
Filed 2026-10-14
LJI Wealth Management, LLC
UNCHANGED
Shares4,935 from 4,935
Change0 (0%)
Value$512.7K (+$50)
Filed 2026-10-28
Clientfirst Wealth Management, LLC
UNCHANGED
Shares4,930 from 4,930
Change0 (0%)
Value$512.2K (+$50)
Filed 2026-11-04
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares4,923 from 4,923
Change0 (0%)
Value$511.5K (+$49)
Filed 2026-10-13
Magnolia Capital Management LTD
UNCHANGED
Shares4,915 from 4,915
Change0 (0%)
Value$511 ($0)
Filed 2026-10-09
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares4,914 from 5,154
Change-240 (-5%)
Value$510.5K (-$24.9K)
Filed 2026-10-22
Facet Wealth, Inc.
INCREASED
Shares4,903 from 3,156
Change+1,747 (+55%)
Value$509.4K (+$181.5K)
Filed 2026-11-04
Occidental Asset Management, LLC
UNCHANGED
Shares4,895 from 4,895
Change0 (0%)
Value$508.6K (+$49)
Filed 2026-11-05
Gradient Capital Advisors, LLC
UNCHANGED
Shares4,885 from 4,885
Change0 (0%)
Value$507.5K (+$49)
Filed 2026-10-21
Northside Capital Management, LLC
UNCHANGED
Shares4,833 from 4,833
Change0 (0%)
Value$502.1K (+$48)
Filed 2026-10-13
DBK Financial Counsel, LLC
UNCHANGED
Shares4,781 from 4,781
Change0 (0%)
Value$496.7K (+$48)
Filed 2026-10-13
Regent Peak Wealth Advisors LLC
UNCHANGED
Shares4,742 from 4,742
Change0 (0%)
Value$492.6K (+$47)
Filed 2026-10-13
Argus Investors' Counsel, Inc.
INCREASED
Shares4,713 from 4,645
Change+68 (+1%)
Value$489.6K (+$7.1K)
Filed 2026-10-09
Cora Capital Advisors LLC
UNCHANGED
Shares4,695 from 4,695
Change0 (0%)
Value$487.8K (+$47)
Filed 2026-11-02
Sound Stewardship, LLC
DECREASED
Shares4,684 from 4,720
Change-36 (-1%)
Value$486.6K (-$3.7K)
Filed 2026-10-14
Councilmark Asset Management, LLC
UNCHANGED
Shares4,680 from 4,680
Change0 (0%)
Value$486.2K (+$47)
Filed 2026-10-20
Boston Common Asset Management, LLC
INCREASED
Shares4,653 from 4,095
Change+558 (+14%)
Value$483.4K (+$58.0K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED
Shares4,627 from 4,192
Change+435 (+10%)
Value$480.7K (+$45.2K)
Filed 2026-10-19
Omni 360 Wealth, Inc.
UNCHANGED
Shares4,625 from 4,625
Change0 (0%)
Value$480.4K (+$46)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares4,624 from 3,564
Change+1,060 (+30%)
Value$480.4K (+$110.1K)
Filed 2026-10-13
SBK Financial, Inc.
UNCHANGED
Shares4,609 from 4,609
Change0 (0%)
Value$478.8K (+$47)
Filed 2026-11-02
Wealth Architects, LLC
INCREASED
Shares4,584 from 4,570
Change+14 (+0%)
Value$476.3K (+$1.5K)
Filed 2026-11-03
Physician Wealth Advisors, Inc.
DECREASED
Shares4,560 from 4,666
Change-106 (-2%)
Value$473.7K (-$11.1K)
Filed 2026-10-20
Integris Wealth Management, LLC
UNCHANGED
Shares4,540 from 4,540
Change0 (0%)
Value$471.7K (+$45)
Filed 2026-10-14
Welch Group, LLC
INCREASED
Shares4,517 from 4,500
Change+17 (+0%)
Value$469.3K (+$1.8K)
Filed 2026-10-29
Rossby Financial, LCC
NEW
Shares4,503
Change+4,503
Value$467.8K
Filed 2026-11-05
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$467.5K (+$45)
Filed 2026-10-22
Financial Partners Group, Inc
UNCHANGED
Shares4,493 from 4,493
Change0 (0%)
Value$466.8K (+$45)
Filed 2026-10-19
Meridian Investment Counsel Inc.
INCREASED
Shares4,473 from 4,323
Change+150 (+3%)
Value$464.7K (+$15.6K)
Filed 2026-10-14
Heck Capital Advisors, LLC
NEW
Shares4,470
Change+4,470
Value$464.4K
Filed 2026-10-14
Landmark Wealth Management, LLC
DECREASED
Shares4,456 from 4,524
Change-68 (-1%)
Value$462.9K (-$7.1K)
Filed 2026-11-03
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares4,415 from 4,415
Change0 (0%)
Value$458.7K (+$44)
Filed 2026-11-04
Decker Wealth Management LLC
UNCHANGED
Shares4,386 from 4,386
Change0 (0%)
Value$455.7K (+$44)
Filed 2026-10-09
GHP Investment Advisors, Inc.
DECREASED
Shares4,377 from 4,514
Change-137 (-3%)
Value$454.7K (-$14.2K)
Filed 2026-10-15
Bank of Stockton
DECREASED
Shares4,377 from 4,510
Change-133 (-3%)
Value$454.7K (-$13.8K)
Filed 2026-10-20
Transcendent Capital Group LLC
UNCHANGED
Shares4,331 from 4,331
Change0 (0%)
Value$450.0K (+$43)
Filed 2026-10-28
Shepherd Financial Partners LLC
INCREASED
Shares4,317 from 4,278
Change+39 (+1%)
Value$448.5K (+$4.1K)
Filed 2026-11-03
Timonier Family Office, Ltd.
UNCHANGED
Shares4,312 from 4,312
Change0 (0%)
Value$448.0K (+$43)
Filed 2026-11-03
Cohen Klingenstein LLC
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$446.7K (+$43)
Filed 2026-10-15
SMH Capital Advisors Inc
UNCHANGED
Shares4,282 from 4,282
Change0 (0%)
Value$444.8K (+$43)
Filed 2026-10-29
Basso Capital Management, L.P.
NEW
Shares4,276
Change+4,276
Value$444.2K
Filed 2026-10-30
3 Factor Indexing, LLC
UNCHANGED
Shares4,273 from 4,273
Change0 (0%)
Value$443.9K (+$42)
Filed 2026-10-15
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares4,269 from 3,980
Change+289 (+7%)
Value$443.5K (+$30.1K)
Filed 2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares4,256 from 4,013
Change+243 (+6%)
Value$442.1K (+$25.2K)
Filed 2026-10-28
Porter White Investment Advisors, Inc.
INCREASED
Shares4,250 from 2,126
Change+2,124 (+100%)
Value$441.7K (+$220.9K)
Filed 2026-10-14
Financial Insights, Inc.
INCREASED
Shares4,210 from 4,158
Change+52 (+1%)
Value$437.3K (+$5.4K)
Filed 2026-10-27
ARK & TLK Investments, LLC
UNCHANGED
Shares4,172 from 4,172
Change0 (0%)
Value$433.4K (+$42)
Filed 2026-10-20
West Bancorporation Inc
DECREASED
Shares4,169 from 4,309
Change-140 (-3%)
Value$433.1K (-$14.5K)
Filed 2026-10-29
ARQ Wealth Advisors, LLC
INCREASED
Shares4,168 from 4,114
Change+54 (+1%)
Value$433.0K (+$4.1K)
Filed 2026-10-29
Cortland Associates Inc
UNCHANGED
Shares4,151 from 4,151
Change0 (0%)
Value$431.0K ($0)
Filed 2026-10-29
eCIO, Inc.
NEW
Shares4,147
Change+4,147
Value$432.2K
Filed 2026-11-02
Chapin Davis, Inc.
DECREASED
Shares4,147 from 4,917
Change-770 (-16%)
Value$430.9K (-$80.0K)
Filed 2026-10-09
M Wealth Management, LLC
UNCHANGED
Shares4,111 from 4,111
Change0 (0%)
Value$427.1K (+$41)
Filed 2026-10-14
Redhawk Wealth Advisors, Inc.
INCREASED
Shares4,050 from 3,934
Change+116 (+3%)
Value$420.8K (+$12.1K)
Filed 2026-10-14
XY Planning Network, Inc.
DECREASED
Shares4,042 from 4,075
Change-33 (-1%)
Value$420.0K (-$3.3K)
Filed 2026-10-14
Hibernia Wealth Partners, LLC
INCREASED
Shares4,034 from 3,691
Change+343 (+9%)
Value$419.1K (+$35.7K)
Filed 2026-10-29
Financial Management Professionals, Inc.
UNCHANGED
Shares4,033 from 4,033
Change0 (0%)
Value$419.0K (+$40)
Filed 2026-10-23
S.A. Mason LLC
UNCHANGED
Shares4,024 from 4,024
Change0 (0%)
Value$418.1K (+$40)
Filed 2026-10-13
True Private Wealth Advisors
UNCHANGED
Shares4,022 from 4,022
Change0 (0%)
Value$417.8K (+$41)
Filed 2026-10-19
Carrera Capital Advisors
DECREASED
Shares4,020 from 4,209
Change-189 (-4%)
Value$417.6K (-$19.6K)
Filed 2026-11-03
Searle & Co.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$415.6K (+$40)
Filed 2026-11-04
Sendero Wealth Management, LLC
UNCHANGED
Shares3,988 from 3,988
Change0 (0%)
Value$414.3K (+$40)
Filed 2026-10-14
Foster Victor Wealth Advisors, LLC
UNCHANGED
Shares3,953 from 3,953
Change0 (0%)
Value$406.7K (-$4.3K)
Filed 2026-10-21
Morton Capital Management LLC
UNCHANGED
Shares3,948 from 3,948
Change0 (0%)
Value$410.2K (+$39)
Filed 2026-10-23
Praetorian Wealth Management, Inc.
UNCHANGED
Shares3,947 from 3,947
Change0 (0%)
Value$410.1K (+$39)
Filed 2026-10-16
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares3,941 from 3,941
Change0 (0%)
Value$409.4K (+$39)
Filed 2026-10-19
Asset Allocation & Management Company, LLC
UNCHANGED
Shares3,930 from 3,930
Change0 (0%)
Value$408 ($0)
Filed 2026-10-13
Wagner Wealth Management, Corp
DECREASED
Shares3,894 from 6,303
Change-2,409 (-38%)
Value$404.5K (-$250.2K)
Filed 2026-10-20
Winebrenner Capital Management LLC
UNCHANGED
Shares3,886 from 3,886
Change0 (0%)
Value$403.7K (+$39)
Filed 2026-10-07
CPA Asset Management Group, LLC
UNCHANGED
Shares3,875 from 3,875
Change0 (0%)
Value$402.6K (+$39)
Filed 2026-10-26
Kaydan Wealth Management, Inc.
INCREASED
Shares3,846 from 3,665
Change+181 (+5%)
Value$399.6K (+$18.8K)
Filed 2026-10-08
Downshift Financial, LLC
UNCHANGED
Shares3,831 from 3,831
Change0 (0%)
Value$398.0K (+$39)
Filed 2026-10-13
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares3,820 from 3,820
Change0 (0%)
Value$396.9K (+$38)
Filed 2026-10-16
Green Ridge Wealth Planning LLC
DECREASED
Shares3,813 from 3,848
Change-35 (-1%)
Value$396.1K (-$3.6K)
Filed 2026-10-08
Founders Financial Securities LLC
UNCHANGED
Shares3,811 from 3,811
Change0 (0%)
Value$395.9K (+$38)
Filed 2026-10-28
MKT Advisors LLC
DECREASED
Shares3,809 from 4,312
Change-503 (-12%)
Value$391.2K (-$58.0K)
Filed 2026-10-20
Lake Street Private Wealth, LLC
INCREASED
Shares3,800 from 3,232
Change+568 (+18%)
Value$394.8K (+$59.0K)
Filed 2026-10-22
DeLarme Wealth Management, Inc.
DECREASED
Shares3,799 from 4,052
Change-253 (-6%)
Value$394.7K (-$26.2K)
Filed 2026-10-30
Wagner Wealth Management, LLC
UNCHANGED
Shares3,799 from 3,799
Change0 (0%)
Value$394.7K (+$38)
Filed 2026-10-21
Symphony Financial, Ltd. Co.
DECREASED
Shares3,780 from 3,788
Change-8 (0%)
Value$393.3K (+$171)
Filed 2026-10-22
New Covenant Trust Company, N.A.
UNCHANGED
Shares3,772 from 3,772
Change0 (0%)
Value$391.9K (+$38)
Filed 2026-10-08
World Equity Group, Inc.
DECREASED
Shares3,744 from 7,076
Change-3,332 (-47%)
Value$389.0K (-$346.1K)
Filed 2026-10-14
Concord Wealth Partners
DECREASED
Shares3,730 from 3,935
Change-205 (-5%)
Value$387.5K (-$21.3K)
Filed 2026-11-02
Compass Financial Management LLC
DECREASED
Shares3,714 from 3,995
Change-281 (-7%)
Value$385.9K (-$29.7K)
Filed 2026-10-30
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares3,706 from 2,050
Change+1,656 (+81%)
Value$385.1K (+$172.1K)
Filed 2026-10-22
Fonville Wealth Management LLC
INCREASED
Shares3,701 from 2,603
Change+1,098 (+42%)
Value$384.5K (+$114.1K)
Filed 2026-10-28
Elser Financial Planning, Inc
INCREASED
Shares3,697 from 3,163
Change+534 (+17%)
Value$384.1K (+$55.5K)
Filed 2026-10-16
Next Level Private LLC
UNCHANGED
Shares3,669 from 3,669
Change0 (0%)
Value$381.1K (+$37)
Filed 2026-10-20
Redw Wealth LLC
DECREASED
Shares3,662 from 3,675
Change-13 (0%)
Value$380.4K (-$1.3K)
Filed 2026-11-02
Cardinal Capital Management
INCREASED
Shares3,637 from 3,347
Change+290 (+9%)
Value$377.8K (+$30.2K)
Filed 2026-10-21
Davidson Kahn Capital Management, LLC
UNCHANGED
Shares3,634 from 3,634
Change0 (0%)
Value$377.5K (+$36)
Filed 2026-10-26
Obermeyer Wealth Partners
UNCHANGED
Shares3,629 from 3,629
Change0 (0%)
Value$377.0K (+$36)
Filed 2026-10-21
Cornerstone Wealth Advisors, Inc.
UNCHANGED
Shares3,620 from 3,620
Change0 (0%)
Value$376.1K (+$36)
Filed 2026-10-16
South Shore Capital Advisors
NEW
Shares3,602
Change+3,602
Value$374.2K
Filed 2026-10-20
M.E. Allison & Co., Inc.
UNCHANGED
Shares3,602 from 3,602
Change0 (0%)
Value$374.2K (+$35)
Filed 2026-10-09
Summa Corp.
UNCHANGED
Shares3,601 from 3,601
Change0 (0%)
Value$374.1K (+$36)
Filed 2026-10-30
Livet Wealth, LLC
INCREASED
Shares3,579 from 3,389
Change+190 (+6%)
Value$371.9K (+$19.8K)
Filed 2026-10-27
Summit Wealth Group LLC / Co
INCREASED
Shares3,578 from 3,522
Change+56 (+2%)
Value$371.7K (+$5.9K)
Filed 2026-10-29
RTD Financial Advisors, Inc.
DECREASED
Shares3,572 from 4,363
Change-791 (-18%)
Value$371.1K (-$82.1K)
Filed 2026-10-09
Boyum Wealth Architects LLC
DECREASED
Shares3,564 from 3,609
Change-45 (-1%)
Value$370.5K (-$2.1K)
Filed 2026-10-06
Pines Wealth Management, LLC
DECREASED
Shares3,545 from 3,576
Change-31 (-1%)
Value$368.3K (-$3.2K)
Filed 2026-10-21
McClarren Financial Advisors, Inc.
UNCHANGED
Shares3,523 from 3,523
Change0 (0%)
Value$366.0K (+$35)
Filed 2026-10-15
Financial Perspectives, Inc
UNCHANGED
Shares3,503 from 3,503
Change0 (0%)
Value$364.0K (+$35)
Filed 2026-11-03
Cottage Street Advisors LLC
DECREASED
Shares3,500 from 3,700
Change-200 (-5%)
Value$363.6K (-$20.3K)
Filed 2026-10-19
JGP Wealth Management, LLC
UNCHANGED
Shares3,496 from 3,496
Change0 (0%)
Value$363.2K (+$35)
Filed 2026-10-13
Means Investment Co., Inc.
INCREASED
Shares3,479 from 3,334
Change+145 (+4%)
Value$361.5K (+$15.1K)
Filed 2026-11-03
RAM Investment Partners, LLC
INCREASED
Shares3,469 from 3,041
Change+428 (+14%)
Value$360.4K (+$44.5K)
Filed 2026-10-21
Index Fund Advisors, Inc.
UNCHANGED
Shares3,464 from 3,464
Change0 (0%)
Value$359.9K (+$35)
Filed 2026-11-05
Capital Management Associates, Inc
UNCHANGED
Shares3,464 from 3,464
Change0 (0%)
Value$359.9K (+$35)
Filed 2026-10-20
Philip James Wealth Mangement, LLC
UNCHANGED
Shares3,462 from 3,462
Change0 (0%)
Value$359.7K (+$34)
Filed 2026-10-27
AMI Investment Management Inc
UNCHANGED
Shares3,460 from 3,460
Change0 (0%)
Value$359.5K (+$35)
Filed 2026-10-27
Alexander Randolph Advisory, Inc.
INCREASED
Shares3,455 from 3,432
Change+23 (+1%)
Value$358.9K (+$2.4K)
Filed 2026-11-04
Morling Financial Advisors, LLC
UNCHANGED
Shares3,443 from 3,443
Change0 (0%)
Value$357.7K (+$34)
Filed 2026-10-28
PDS Planning, Inc
INCREASED
Shares3,440 from 2,352
Change+1,088 (+46%)
Value$357.3K (+$113.1K)
Filed 2026-11-03
Center for Financial Planning, Inc.
UNCHANGED
Shares3,432 from 3,432
Change0 (0%)
Value$356.6K (+$33)
Filed 2026-10-26
Burk Holdings LLC
INCREASED
Shares3,430 from 50
Change+3,380 (+6760%)
Value$356.3K (+$351.1K)
Filed 2026-11-05
Triangle Securities Wealth Management
DECREASED
Shares3,417 from 3,424
Change-7 (0%)
Value$341.7K (-$713)
Filed 2026-10-14
GLR Partners, LLC
INCREASED
Shares3,414 from 1,954
Change+1,460 (+75%)
Value$354.7K (+$151.7K)
Filed 2026-11-04
TCP Asset Management, LLC
INCREASED
Shares3,378 from 3,373
Change+5 (+0%)
Value$351.2K (+$790)
Filed 2026-10-14
Optima Capital LLC
DECREASED
Shares3,375 from 3,557
Change-182 (-5%)
Value$350.6K (-$18.9K)
Filed 2026-10-29
Andrews Advisory Associates, LLC
UNCHANGED
Shares3,372 from 3,372
Change0 (0%)
Value$350.3K (+$34)
Filed 2026-10-15
Bigelow Investment Advisors, LLC
UNCHANGED
Shares3,364 from 3,364
Change0 (0%)
Value$349.5K (+$34)
Filed 2026-10-13
Apollon Financial, LLC
UNCHANGED
Shares3,353 from 3,353
Change0 (0%)
Value$348.3K (+$34)
Filed 2026-10-23
Birchbrook, Inc.
UNCHANGED
Shares3,309 from 3,309
Change0 (0%)
Value$343.8K (+$34)
Filed 2026-10-14
Navigate Wealth Management, LLC
DECREASED
Shares3,303 from 4,214
Change-911 (-22%)
Value$341.5K (-$93.9K)
Filed 2026-10-14
Accel Wealth Management
UNCHANGED
Shares3,298 from 3,298
Change0 (0%)
Value$342.6K (+$33)
Filed 2026-10-13
Acumen Wealth Advisors, LLC
INCREASED
Shares3,295 from 3,267
Change+28 (+1%)
Value$342.3K (+$2.9K)
Filed 2026-11-05
Cooper Financial Group
DECREASED
Shares3,289 from 3,492
Change-203 (-6%)
Value$341.7K (-$21.1K)
Filed 2026-10-07
Kathmere Capital Management, LLC
DECREASED
Shares3,287 from 3,358
Change-71 (-2%)
Value$341.5K (-$7.3K)
Filed 2026-10-20
Outlook Wealth Advisors, LLC
DECREASED
Shares3,285 from 3,472
Change-187 (-5%)
Value$341.3K (-$19.4K)
Filed 2026-10-28
Armstrong, Fleming & Moore, Inc
INCREASED
Shares3,282 from 3,221
Change+61 (+2%)
Value$340.9K (+$6.4K)
Filed 2026-10-28
United Asset Strategies, Inc.
UNCHANGED
Shares3,260 from 3,260
Change0 (0%)
Value$338.7K (+$25)
Filed 2026-10-28
Uptown Financial Advisors LLC
UNCHANGED
Shares3,253 from 3,253
Change0 (0%)
Value$338.0K (+$32)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares3,249 from 3,159
Change+90 (+3%)
Value$339.0K (+$10.8K)
Filed 2026-11-02
Motive Wealth Advisors
UNCHANGED
Shares3,247 from 3,247
Change0 (0%)
Value$337.3K (+$33)
Filed 2026-10-26
Successful Portfolios LLC
UNCHANGED
Shares3,228 from 3,228
Change0 (0%)
Value$335.8K (-$219)
Filed 2026-10-09
Riversedge Advisors, LLC
UNCHANGED
Shares3,225 from 3,225
Change0 (0%)
Value$335.1K (+$32)
Filed 2026-10-09
Sard Wealth Management Group, LLC
UNCHANGED
Shares3,225 from 3,225
Change0 (0%)
Value$335.1K (+$32)
Filed 2026-10-16
Tsfg, LLC
DECREASED
Shares3,189 from 3,314
Change-125 (-4%)
Value$331 (-$343.7K)
Filed 2026-10-23
Watershed Private Wealth LLC
DECREASED
Shares3,187 from 3,205
Change-18 (-1%)
Value$331.1K (-$1.8K)
Filed 2026-10-30
TPG Advisors LLC
UNCHANGED
Shares3,185 from 3,185
Change0 (0%)
Value$330.9K (+$32)
Filed 2026-10-16
Westside Investment Management, Inc.
UNCHANGED
Shares3,185 from 3,185
Change0 (0%)
Value$331.0K (+$33)
Filed 2026-11-02
Echo45 Advisors LLC
NEW
Shares3,179
Change+3,179
Value$330.3K
Filed 2026-10-07
Aspect Partners, LLC
INCREASED
Shares3,177 from 3,168
Change+9 (+0%)
Value$330.1K (+$967)
Filed 2026-10-20
Greenwood Capital Associates LLC
UNCHANGED
Shares3,175 from 3,175
Change0 (0%)
Value$329.9K (+$32)
Filed 2026-10-27
Opus Capital Group, LLC
INCREASED
Shares3,172 from 2,320
Change+852 (+37%)
Value$330 (-$240.7K)
Filed 2026-10-30
Cooksen Wealth, LLC
UNCHANGED
Shares3,165 from 3,165
Change0 (0%)
Value$327.3K (-$1.5K)
Filed 2026-10-13
Forteris Wealth Management Inc.
DECREASED
Shares3,161 from 3,481
Change-320 (-9%)
Value$328.4K (-$33.2K)
Filed 2026-10-13
Willner & Heller, LLC
UNCHANGED
Shares3,131 from 3,131
Change0 (0%)
Value$325.3K (+$32)
Filed 2026-10-28
Semitam Bonam LLC
DECREASED
Shares3,123 from 3,191
Change-68 (-2%)
Value$324.4K (-$7.1K)
Filed 2026-10-27
Creative Capital Management Investments LLC
UNCHANGED
Shares3,095 from 3,095
Change0 (0%)
Value$321.5K (+$31)
Filed 2026-10-28
FC Advisory LLC
UNCHANGED
Shares3,085 from 3,085
Change0 (0%)
Value$320.5K (+$31)
Filed 2026-10-05
Sunpointe, LLC
UNCHANGED
Shares3,079 from 3,079
Change0 (0%)
Value$319.9K (+$240)
Filed 2026-10-22
Capital Asset Advisory Services LLC
INCREASED
Shares3,078 from 2,309
Change+769 (+33%)
Value$317.5K (+$77.6K)
Filed 2026-10-30
Augustine Asset Management Inc
UNCHANGED
Shares3,073 from 3,073
Change0 (0%)
Value$319.3K (+$31)
Filed 2026-10-13
J.P. Marvel Investment Advisors, LLC
UNCHANGED
Shares3,069 from 3,069
Change0 (0%)
Value$318.8K (+$31)
Filed 2026-11-02
Yoffe Investment Management, LLC
UNCHANGED
Shares3,068 from 3,068
Change0 (0%)
Value$318.7K (+$31)
Filed 2026-11-02
Galvin, Gaustad & Stein, LLC
DECREASED
Shares3,035 from 3,240
Change-205 (-6%)
Value$315.3K (-$21.3K)
Filed 2026-10-08
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares3,029 from 3,029
Change0 (0%)
Value$314.7K (+$30)
Filed 2026-10-07
Centurion Wealth Management LLC
UNCHANGED
Shares2,999 from 2,999
Change0 (0%)
Value$311.6K (+$30)
Filed 2026-10-13
Transce3nd, LLC
NEW
Shares2,989
Change+2,989
Value$311.0K
Filed 2026-10-26
Argentarii, LLC
UNCHANGED
Shares2,980 from 2,980
Change0 (0%)
Value$309.6K (-$12.5K)
Filed 2026-10-28
Sharkey, Howes & Javer
UNCHANGED
Shares2,977 from 2,977
Change0 (0%)
Value$309.3K (+$30)
Filed 2026-10-22
CDM Financial Counseling Services, Inc.
UNCHANGED
Shares2,975 from 2,975
Change0 (0%)
Value$309.1K (+$30)
Filed 2026-10-15
EPG Wealth Management LLC
UNCHANGED
Shares2,946 from 2,946
Change0 (0%)
Value$306.1K (+$30)
Filed 2026-11-03
Global View Capital Management LLC
DECREASED
Shares2,890 from 2,939
Change-49 (-2%)
Value$300.2K (-$5.1K)
Filed 2026-10-28
Accurate Wealth Management, LLC
DECREASED
Shares2,873 from 3,535
Change-662 (-19%)
Value$297.2K (-$71.6K)
Filed 2026-10-20
BKM Wealth Management, LLC
INCREASED
Shares2,873 from 2,762
Change+111 (+4%)
Value$298.5K (+$11.6K)
Filed 2026-10-22
LVW Advisors, LLC
UNCHANGED
Shares2,832 from 2,832
Change0 (0%)
Value$294.2K (+$28)
Filed 2026-10-19
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares2,808 from 2,808
Change0 (0%)
Value$291.7K (+$28)
Filed 2026-10-16
L.K. Benson & Company, P.C.
INCREASED
Shares2,800 from 2,542
Change+258 (+10%)
Value$290.9K (+$26.8K)
Filed 2026-10-23
jvl associates llc
UNCHANGED
Shares2,794 from 2,794
Change0 (0%)
Value$290.3K (+$28)
Filed 2026-10-09
Mayfair Advisory Group, LLC
UNCHANGED
Shares2,780 from 2,780
Change0 (0%)
Value$288.8K (+$1.3K)
Filed 2026-10-20
Archford Capital Strategies, LLC
INCREASED
Shares2,776 from 2,758
Change+18 (+1%)
Value$288.4K (+$1.9K)
Filed 2026-10-19
Blue Fin Capital, Inc.
DECREASED
Shares2,764 from 2,784
Change-20 (-1%)
Value$287.2K (-$2.1K)
Filed 2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares2,762 from 2,746
Change+16 (+1%)
Value$287.0K (+$1.7K)
Filed 2026-10-14
Guyasuta Investment Advisors Inc
UNCHANGED
Shares2,758 from 2,758
Change0 (0%)
Value$286.5K (+$27)
Filed 2026-10-15
Tenet Wealth Partners, LLC
DECREASED
Shares2,753 from 2,762
Change-9 (0%)
Value$286.0K (-$990)
Filed 2026-10-19
Avion Wealth
UNCHANGED
Shares2,745 from 2,745
Change0 (0%)
Value$285.0K ($0)
Filed 2026-11-04
Gallacher Capital Management LLC
DECREASED
Shares2,744 from 5,046
Change-2,302 (-46%)
Value$285.1K (-$239.1K)
Filed 2026-10-30
Certified Advisory Corp
DECREASED
Shares2,742 from 2,972
Change-230 (-8%)
Value$284.9K (-$23.9K)
Filed 2026-10-29
Sensible Money, LLC
INCREASED
Shares2,734 from 2,693
Change+41 (+2%)
Value$284.0K (+$4.3K)
Filed 2026-10-20
West Wealth Group, LLC
INCREASED
Shares2,722 from 2,144
Change+578 (+27%)
Value$282.8K (+$60.1K)
Filed 2026-10-14
DecisionPoint Financial, LLC
INCREASED
Shares2,718 from 616
Change+2,102 (+341%)
Value$279.5K (+$216.0K)
Filed 2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED
Shares2,716 from 2,716
Change0 (0%)
Value$282.2K (+$27)
Filed 2026-10-09
Financial Life Advisors
UNCHANGED
Shares2,715 from 2,715
Change0 (0%)
Value$282.1K (+$27)
Filed 2026-10-14
Winthrop Advisory Group LLC
DECREASED
Shares2,714 from 2,921
Change-207 (-7%)
Value$281.9K (-$21.5K)
Filed 2026-10-22
Midwest Financial Group LLC
DECREASED
Shares2,710 from 2,780
Change-70 (-3%)
Value$281.5K (-$7.2K)
Filed 2026-10-15
Bill Few Associates, Inc.
UNCHANGED
Shares2,701 from 2,701
Change0 (0%)
Value$280.6K (+$27)
Filed 2026-10-09
Balboa Wealth Partners
INCREASED
Shares2,698 from 2,643
Change+55 (+2%)
Value$280.3K (+$5.7K)
Filed 2026-10-20
GR Financial Group, LLC
NEW
Shares2,687
Change+2,687
Value$279.2K
Filed 2026-10-27
Pinion Investment Advisors, LLC
DECREASED
Shares2,685 from 2,951
Change-266 (-9%)
Value$278.9K (-$27.6K)
Filed 2026-11-04
Patriot Financial Group Insurance Agency, LLC
NEW
Shares2,676
Change+2,676
Value$278.0K
Filed 2026-10-14
Guardsman Private Capital Management, Inc.
UNCHANGED
Shares2,676 from 2,676
Change0 (0%)
Value$278.0K (+$26)
Filed 2026-10-19
Gerber, LLC
UNCHANGED
Shares2,666 from 2,666
Change0 (0%)
Value$277.0K (+$26)
Filed 2026-10-21
Willow Creek Wealth Management Inc.
UNCHANGED
Shares2,665 from 2,665
Change0 (0%)
Value$277.0K (+$27)
Filed 2026-10-26
Claro Advisors Inc.
UNCHANGED
Shares2,659 from 2,659
Change0 (0%)
Value$276.2K (+$27)
Filed 2026-11-02
Private Management Group Inc
UNCHANGED
Shares2,655 from 2,655
Change0 (0%)
Value$275.8K (+$27)
Filed 2026-11-04
St. Clair Advisors, LLC
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$275.3K (+$26)
Filed 2026-10-13
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED
Shares2,640 from 2,640
Change0 (0%)
Value$274.3K (+$27)
Filed 2026-10-13
Stevens Capital Partners
NEW
Shares2,638
Change+2,638
Value$274.1K
Filed 2026-10-29
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares2,637 from 2,637
Change0 (0%)
Value$274.0K (+$26)
Filed 2026-10-20
North Berkeley Wealth Management, LLC
DECREASED
Shares2,634 from 4,383
Change-1,749 (-40%)
Value$273.7K (-$181.7K)
Filed 2026-11-02
Everhart Financial Group, Inc.
UNCHANGED
Shares2,633 from 2,633
Change0 (0%)
Value$273.5K (+$26)
Filed 2026-10-08
NovaPoint Capital, LLC
INCREASED
Shares2,628 from 2,506
Change+122 (+5%)
Value$273.0K (+$12.7K)
Filed 2026-10-22
Copeland Capital Management, LLC
NEW
Shares2,621
Change+2,621
Value$272.3K
Filed 2026-10-13
Zeit Capital LLC
UNCHANGED
Shares2,620 from 2,620
Change0 (0%)
Value$272.2K (+$26)
Filed 2026-10-19
GFG Capital, LLC
UNCHANGED
Shares2,617 from 2,617
Change0 (0%)
Value$271.9K (+$26)
Filed 2026-10-16
Main Street Group, LTD
INCREASED
Shares2,615 from 2,581
Change+34 (+1%)
Value$271.7K (+$3.6K)
Filed 2026-10-28
Cranbrook Wealth Management, LLC
UNCHANGED
Shares2,595 from 2,595
Change0 (0%)
Value$269.6K (+$26)
Filed 2026-10-28
American State Bank (Iowa)
UNCHANGED
Shares2,584 from 2,584
Change0 (0%)
Value$268.5K (+$26)
Filed 2026-11-03
Obsidian CIO, LLC
DECREASED
Shares2,560 from 2,664
Change-104 (-4%)
Value$266.0K (-$10.8K)
Filed 2026-11-05
Hanson & Doremus Investment Management
UNCHANGED
Shares2,560 from 2,560
Change0 (0%)
Value$266 (-$265.7K)
Filed 2026-10-16
Beacon Wealthcare LLC
UNCHANGED
Shares2,558 from 2,558
Change0 (0%)
Value$265.8K (+$26)
Filed 2026-10-02
ARS Investment Partners, LLC
NEW
Shares2,552
Change+2,552
Value$265.1K
Filed 2026-11-05
Gibbs Wealth Management
DECREASED
Shares2,543 from 2,545
Change-2 (0%)
Value$264.2K (-$182)
Filed 2026-10-22
Pennsylvania Capital Management Inc
UNCHANGED
Shares2,542 from 2,542
Change0 (0%)
Value$264.1K (+$25)
Filed 2026-11-05
Avant Financial Advisors LLC
UNCHANGED
Shares2,535 from 2,535
Change0 (0%)
Value$263.4K (+$26)
Filed 2026-11-02
Old Mission Investment Co LLC
UNCHANGED
Shares2,531 from 2,531
Change0 (0%)
Value$262.9K (+$25)
Filed 2026-10-22
Seneca Financial Advisors LLC
UNCHANGED
Shares2,527 from 2,527
Change0 (0%)
Value$262.5K (+$25)
Filed 2026-10-28
Rockingstone Advisors LLC
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$261.8K (+$25)
Filed 2026-10-16
Old Peak Finance LLC
UNCHANGED
Shares2,516 from 2,516
Change0 (0%)
Value$261.4K (+$25)
Filed 2026-11-02
Private Wealth Partners, LLC
INCREASED
Shares2,506 from 2,057
Change+449 (+22%)
Value$260.4K (+$46.7K)
Filed 2026-10-22
Mcdonald Partners LLC
UNCHANGED
Shares2,505 from 2,505
Change0 (0%)
Value$260.2K (+$25)
Filed 2026-11-03
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$259.7K (+$25)
Filed 2026-10-13
Churchill Financial Advisors, LLC
UNCHANGED
Shares2,498 from 2,498
Change0 (0%)
Value$259.5K (+$25)
Filed 2026-10-20
Cooper S Advisors, LLC
UNCHANGED
Shares2,481 from 2,481
Change0 (0%)
Value$257.8K (+$25)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
DECREASED
Shares2,474 from 2,504
Change-30 (-1%)
Value$257.0K (-$3.1K)
Filed 2026-10-16
Opulen Financial Group LLC
UNCHANGED
Shares2,468 from 2,468
Change0 (0%)
Value$256.4K (+$24)
Filed 2026-10-22
Colony Family Offices, LLC
INCREASED
Shares2,459 from 2,366
Change+93 (+4%)
Value$255.5K (+$9.7K)
Filed 2026-10-22
Kestra Investment Management, LLC
NEW
Shares2,451
Change+2,451
Value$254.6K
Filed 2026-11-04
Strategic Blueprint, LLC
DECREASED
Shares2,450 from 2,512
Change-62 (-2%)
Value$254.5K (-$6.4K)
Filed 2026-10-22
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$254.5K (+$25)
Filed 2026-10-28
WP Advisors, LLC
UNCHANGED
Shares2,444 from 2,444
Change0 (0%)
Value$253.9K (+$24)
Filed 2026-10-22
Advus Financial Partners, LLC
UNCHANGED
Shares2,439 from 2,439
Change0 (0%)
Value$253.4K (+$24)
Filed 2026-10-20
Perennial Advisors, LLC
INCREASED
Shares2,435 from 2,380
Change+55 (+2%)
Value$253.0K (+$5.7K)
Filed 2026-10-13
Adkins Seale Capital Management LLC
UNCHANGED
Shares2,426 from 2,426
Change0 (0%)
Value$252.0K (+$24)
Filed 2026-10-27
Tannin Capital LLC
UNCHANGED
Shares2,421 from 2,421
Change0 (0%)
Value$251.5K (+$25)
Filed 2026-11-05
Brady Martz Wealth Solutions, LLC
UNCHANGED
Shares2,416 from 2,416
Change0 (0%)
Value$251.0K (+$24)
Filed 2026-11-05
Canvas Wealth Advisors, LLC
UNCHANGED
Shares2,415 from 2,415
Change0 (0%)
Value$252.0K (+$1.1K)
Filed 2026-11-02
Merited Wealth, LLC
DECREASED
Shares2,410 from 2,896
Change-486 (-17%)
Value$250.4K (-$50.5K)
Filed 2026-10-13
Rodgers & Associates, LTD
INCREASED
Shares2,409 from 2,184
Change+225 (+10%)
Value$250.3K (+$23.4K)
Filed 2026-10-20
Summit Investment Advisory Services, LLC
UNCHANGED
Shares2,408 from 2,408
Change0 (0%)
Value$250.2K (+$24)
Filed 2026-11-03
Allodium Investment Consultants, LLC
UNCHANGED
Shares2,406 from 2,406
Change0 (0%)
Value$250.0K (+$24)
Filed 2026-10-14
CRA Financial Services, LLC
UNCHANGED
Shares2,401 from 2,401
Change0 (0%)
Value$249.4K (+$24)
Filed 2026-10-16
RED Lighthouse Investment Management, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$249.3K (+$24)
Filed 2026-11-02
Portside Wealth Group, LLC
NEW
Shares2,391
Change+2,391
Value$248.4K
Filed 2026-10-20
Boston Standard Wealth Management, LLC
DECREASED
Shares2,391 from 2,392
Change-1 (0%)
Value$248.5K (+$1.8K)
Filed 2026-10-07
Stackstone Wealth, LLC
NEW
Shares2,382
Change+2,382
Value$247.5K
Filed 2026-10-19
QTR Family Wealth, LLC
UNCHANGED
Shares2,378 from 2,378
Change0 (0%)
Value$247.0K (+$24)
Filed 2026-11-02
WealthSpring Partners, LLC
NEW
Shares2,375
Change+2,375
Value$246.7K
Filed 2026-10-14
Hunter Associates Investment Management LLC
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$246 (-$245.8K)
Filed 2026-10-26
Northland Securities, Inc.
UNCHANGED
Shares2,374 from 2,374
Change0 (0%)
Value$246.6K (+$23)
Filed 2026-11-02
MontVue Capital Management, Inc.
UNCHANGED
Shares2,364 from 2,364
Change0 (0%)
Value$245.6K (+$23)
Filed 2026-10-19
Brown Wealth Management, LLC
UNCHANGED
Shares2,363 from 2,363
Change0 (0%)
Value$245.5K (+$23)
Filed 2026-10-20
Arwa LLC
DECREASED
Shares2,361 from 3,406
Change-1,045 (-31%)
Value$244.3K (-$109.3K)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares2,344
Change+2,344
Value$243.5K
Filed 2026-10-21
Retirement Investment Advisors, Inc.
DECREASED
Shares2,341 from 2,342
Change-1 (0%)
Value$243.2K (+$1.4K)
Filed 2026-10-22
Twelve Points Wealth Management LLC
DECREASED
Shares2,331 from 2,333
Change-2 (0%)
Value$241.0K (-$1.4K)
Filed 2026-11-03
Fiduciary Alliance LLC
DECREASED
Shares2,328 from 2,828
Change-500 (-18%)
Value$241.9K (-$51.9K)
Filed 2026-10-13
Tritonpoint Wealth, LLC
DECREASED
Shares2,323 from 2,388
Change-65 (-3%)
Value$241.3K (-$6.7K)
Filed 2026-10-19
Parthenon LLC
UNCHANGED
Shares2,313 from 2,313
Change0 (0%)
Value$240.3K (+$24)
Filed 2026-10-22
Asempa Wealth Advisors
DECREASED
Shares2,311 from 2,558
Change-247 (-10%)
Value$237.6K (-$28.1K)
Filed 2026-10-07
Pinkerton Wealth, LLC
DECREASED
Shares2,272 from 2,463
Change-191 (-8%)
Value$236.0K (-$3.2K)
Filed 2026-10-29
Ashurst Perkins Coie Trust Co
DECREASED
Shares2,271 from 2,646
Change-375 (-14%)
Value$235.9K (-$38.9K)
Filed 2026-10-15
Cultivar Capital, Inc.
NEW
Shares2,268
Change+2,268
Value$235.6K
Filed 2026-10-14
GW Henssler & Associates LTD
INCREASED
Shares2,252 from 2,172
Change+80 (+4%)
Value$234.0K (+$8.3K)
Filed 2026-10-26
Powerhouse Assets LLC
UNCHANGED
Shares2,250 from 2,250
Change0 (0%)
Value$233.8K (+$23)
Filed 2026-10-19
Iron Financial LLC
UNCHANGED
Shares2,239 from 2,239
Change0 (0%)
Value$232.6K (+$22)
Filed 2026-10-23
Fiduciary Financial Group, LLC
UNCHANGED
Shares2,235 from 2,235
Change0 (0%)
Value$232.2K (+$22)
Filed 2026-10-13
Aurora Private Wealth, Inc.
DECREASED
Shares2,206 from 2,269
Change-63 (-3%)
Value$229 (-$235.8K)
Filed 2026-10-20
Fulcrum Capital LLC
UNCHANGED
Shares2,203 from 2,203
Change0 (0%)
Value$228.9K (+$22)
Filed 2026-10-15
Aufman Associates Inc
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$228.6K (+$22)
Filed 2026-11-04
apricus wealth, LLC
UNCHANGED
Shares2,183 from 2,183
Change0 (0%)
Value$226.8K (+$22)
Filed 2026-10-26
Middleton & Co Inc
DECREASED
Shares2,180 from 2,265
Change-85 (-4%)
Value$226.5K (-$8.8K)
Filed 2026-10-23
AIA Group Ltd
INCREASED
Shares2,173 from 1,470
Change+703 (+48%)
Value$225.8K (+$73.0K)
Filed 2026-10-30
Sky Investment Group LLC
NEW
Shares2,169
Change+2,169
Value$225.3K
Filed 2026-10-30
North Capital, Inc.
DECREASED
Shares2,163 from 4,006
Change-1,843 (-46%)
Value$223.8K (-$192.3K)
Filed 2026-10-16
William Mack & Associates, Inc.
DECREASED
Shares2,159 from 2,389
Change-230 (-10%)
Value$224.3K (-$23.9K)
Filed 2026-10-27
Berkshire Money Management, Inc.
NEW
Shares2,146
Change+2,146
Value$222.9K
Filed 2026-10-21
Abound Wealth Management
INCREASED
Shares2,143 from 1,802
Change+341 (+19%)
Value$222.6K (+$35.4K)
Filed 2026-10-26
WealthPlan Investment Management, LLC
NEW
Shares2,139
Change+2,139
Value$222.2K
Filed 2026-10-15
Veltria Advisors Corp.
NEW
Shares2,100
Change+2,100
Value$218.2K
Filed 2026-11-05
Richmond Investment Services, LLC
UNCHANGED
Shares2,099 from 2,099
Change0 (0%)
Value$218.0K (+$22)
Filed 2026-10-29
Northwest Wealth Management, LLC
UNCHANGED
Shares2,096 from 2,096
Change0 (0%)
Value$217.8K (+$21)
Filed 2026-10-30
Liberty Capital Management, Inc.
UNCHANGED
Shares2,076 from 2,076
Change0 (0%)
Value$215.7K (+$21)
Filed 2026-11-02
Noesis Capital Mangement Corp
NEW
Shares2,071
Change+2,071
Value$215.2K
Filed 2026-10-26
Marathon Strategic Advisors, LLC
DECREASED
Shares2,067 from 2,112
Change-45 (-2%)
Value$214.8K (-$4.7K)
Filed 2026-10-20
Kozak & Associates, Inc.
UNCHANGED
Shares2,065 from 2,065
Change0 (0%)
Value$214.1K (+$1.4K)
Filed 2026-10-29
Vicus Capital
UNCHANGED
Shares2,057 from 2,057
Change0 (0%)
Value$213.7K (+$21)
Filed 2026-11-05
Bensler, LLC
UNCHANGED
Shares2,044 from 2,044
Change0 (0%)
Value$212.4K (+$21)
Filed 2026-11-05
Lee Financial Co
UNCHANGED
Shares2,031 from 2,031
Change0 (0%)
Value$211.0K (+$20)
Filed 2026-10-16
Black Diamond Financial, LLC
UNCHANGED
Shares2,030 from 2,030
Change0 (0%)
Value$210.9K (+$21)
Filed 2026-10-26
Almanack Investment Partners, Llc.
UNCHANGED
Shares2,024 from 2,024
Change0 (0%)
Value$210.3K (+$20)
Filed 2026-11-03
Iams Wealth Management, LLC
UNCHANGED
Shares2,018 from 2,018
Change0 (0%)
Value$209.7K (+$20)
Filed 2026-10-15
SS&H Financial Advisors, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$208 (-$207.8K)
Filed 2026-10-28
Wilkins Miller Wealth Management, LLC
NEW
Shares1,998
Change+1,998
Value$207.6K
Filed 2026-10-13
Henderson Brothers Financial Partners, LLC
NEW
Shares1,995
Change+1,995
Value$207.3K
Filed 2026-11-03
Pinnacle Financial Group, LLC / IL
UNCHANGED
Shares1,992 from 1,992
Change0 (0%)
Value$207.0K (+$19)
Filed 2026-10-29
Ethic Inc.
NEW
Shares1,991
Change+1,991
Value$206.9K
Filed 2026-11-03
Alkeme Wealth, LLC
UNCHANGED
Shares1,989 from 1,989
Change0 (0%)
Value$206.6K (+$20)
Filed 2026-10-08
Invenio Wealth Partners LLC
UNCHANGED
Shares1,972 from 1,972
Change0 (0%)
Value$204.9K (+$20)
Filed 2026-10-20
Heritage Investment Group, Inc.
UNCHANGED
Shares1,952 from 1,952
Change0 (0%)
Value$202.8K (+$19)
Filed 2026-11-03
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares1,943 from 1,943
Change0 (0%)
Value$201.9K (+$20)
Filed 2026-10-28
Legacy Wealth Management, LLC / MS
NEW
Shares1,938
Change+1,938
Value$201.3K
Filed 2026-10-30
Vermillion Wealth Management, Inc.
DECREASED
Shares1,938 from 3,616
Change-1,678 (-46%)
Value$201.3K (-$174.3K)
Filed 2026-10-26
Monarch Capital Management Inc
UNCHANGED
Shares1,938 from 1,938
Change0 (0%)
Value$201.3K (+$19)
Filed 2026-10-19
Clayton Financial Group LLC
NEW
Shares1,928
Change+1,928
Value$200.4K
Filed 2026-10-13
USA Financial Formulas
NEW
Shares1,925
Change+1,925
Value$200.0K
Filed 2026-10-16
Strategic Planning Group, LLC
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$200.1K (+$20)
Filed 2026-10-22
Roger Wittlin Investment Advisory, LLC
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$200.1K (+$19)
Filed 2026-10-19
Legacies Wealth LLC
UNCHANGED
Shares1,840 from 1,840
Change0 (0%)
Value$191.2K (+$19)
Filed 2026-11-02
Kroeger Financial Partners
UNCHANGED
Shares1,835 from 1,835
Change0 (0%)
Value$190.6K (+$18)
Filed 2026-10-19
City State Bank
INCREASED
Shares1,798 from 1,610
Change+188 (+12%)
Value$186.8K (+$19.5K)
Filed 2026-10-20
GoalVest Advisory LLC
UNCHANGED
Shares1,792 from 1,792
Change0 (0%)
Value$186.2K (+$18)
Filed 2026-10-02
Gilpin Wealth Management, LLC
DECREASED
Shares1,786 from 1,790
Change-4 (0%)
Value$185.5K (-$398)
Filed 2026-10-09
Maryland Capital Advisors Inc.
UNCHANGED
Shares1,744 from 1,744
Change0 (0%)
Value$181.2K (+$18)
Filed 2026-10-15
Armor Investment Advisors, LLC
UNCHANGED
Shares1,722 from 1,722
Change0 (0%)
Value$178.9K (+$17)
Filed 2026-10-27
Southern Michigan Bank & Trust
DECREASED
Shares1,682 from 1,784
Change-102 (-6%)
Value$174.7K (-$10.6K)
Filed 2026-10-19
Miller Global Investments, LLC
INCREASED
Shares1,663 from 1,063
Change+600 (+56%)
Value$172.8K (+$62.3K)
Filed 2026-10-02
CoreCap Advisors, LLC
DECREASED
Shares1,579 from 1,699
Change-120 (-7%)
Value$164.0K (-$12.5K)
Filed 2026-10-08
Gleason Group, Inc.
INCREASED
Shares1,577 from 577
Change+1,000 (+173%)
Value$163.9K (+$103.9K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,557 from 1,362
Change+195 (+14%)
Value$161.7K (+$20.3K)
Filed 2026-10-27
Align Financial, LLC
UNCHANGED
Shares1,515 from 1,515
Change0 (0%)
Value$157.4K (+$15)
Filed 2026-10-16
Sima Wealth Partners, LLC
UNCHANGED
Shares1,444 from 1,444
Change0 (0%)
Value$150.1K (+$14)
Filed 2026-10-19
Archer Investment Corp
UNCHANGED
Shares1,411 from 1,411
Change0 (0%)
Value$146.6K (+$14)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares1,359
Change+1,359
Value$141.2K
Filed 2026-11-04
Bfsg, LLC
DECREASED
Shares1,311 from 1,339
Change-28 (-2%)
Value$136.2K (-$2.9K)
Filed 2026-10-30
Summit Securities Group LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$135.1K (+$13)
Filed 2026-11-05
Davis Capital Management
UNCHANGED
Shares1,293 from 1,293
Change0 (0%)
Value$134.3K (+$13)
Filed 2026-10-08
Cdkv Holdings LLC
UNCHANGED
Shares1,263 from 1,263
Change0 (0%)
Value$131.2K (+$13)
Filed 2026-10-28
Joseph Group Capital Management
DECREASED
Shares1,246 from 3,249
Change-2,003 (-62%)
Value$129.4K (-$208.1K)
Filed 2026-11-04
Maseco LLP
UNCHANGED
Shares1,182 from 1,182
Change0 (0%)
Value$122.8K (+$47)
Filed 2026-10-27
Kings Path Partners LLC
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$122.1K (+$12)
Filed 2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,174 from 1,174
Change0 (0%)
Value$122.0K (+$11)
Filed 2026-10-15
Albion Financial Group
UNCHANGED
Shares1,171 from 1,171
Change0 (0%)
Value$121.7K (+$12)
Filed 2026-10-21
Balance Wealth Partners LLC
NEW
Shares1,165
Change+1,165
Value$121.0K
Filed 2026-10-27
Rydar Equities, Inc.
NEW
Shares1,147
Change+1,147
Value$118.3K
Filed 2026-10-13
Rosenberg Matthew Hamilton
DECREASED
Shares1,090 from 1,134
Change-44 (-4%)
Value$113.2K (-$4.6K)
Filed 2026-10-05
Evensky & Katz LLC
INCREASED
Shares1,086 from 771
Change+315 (+41%)
Value$113 (-$79.9K)
Filed 2026-10-27
Barrett & Company, Inc.
UNCHANGED
Shares1,084 from 1,084
Change0 (0%)
Value$112.6K (+$11)
Filed 2026-10-22
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$111.7K (+$11)
Filed 2026-11-03
Breakwater Investment Management
DECREASED
Shares1,060 from 1,063
Change-3 (0%)
Value$110.1K (-$301)
Filed 2026-10-20
Union Savings Bank
DECREASED
Shares1,058 from 1,407
Change-349 (-25%)
Value$109.9K (-$36.2K)
Filed 2026-10-14
Triumph Capital Management
UNCHANGED
Shares1,037 from 1,037
Change0 (0%)
Value$107.7K (+$10)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,033 from 1,033
Change0 (0%)
Value$107.4K (+$10)
Filed 2026-10-23
Olistico Wealth, LLC
UNCHANGED
Shares1,023 from 1,023
Change0 (0%)
Value$106.3K (+$10)
Filed 2026-10-05
Louisbourg Investments Inc.
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$106.0K (+$10)
Filed 2026-10-20
Richard P Slaughter Associates Inc
DECREASED
Shares961 from 975
Change-14 (-1%)
Value$99.8K (-$1.4K)
Filed 2026-10-13
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares952 from 952
Change0 (0%)
Value$98.9K (+$9)
Filed 2026-11-03
Granite Investment Partners, LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$98.7K (+$10)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares949
Change+949
Value$98.6K
Filed 2026-10-27
Cornerstone National Bank & Trust Co
UNCHANGED
Shares949 from 949
Change0 (0%)
Value$97.6K (-$190)
Filed 2026-10-20
Family Capital Trust Co
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$96.7K (+$9)
Filed 2026-10-22
Midwest Capital Advisors, LLC
UNCHANGED
Shares902 from 902
Change0 (0%)
Value$93.8K (+$10)
Filed 2026-11-04
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares883 from 883
Change0 (0%)
Value$91 (-$90.9K)
Filed 2026-11-02
Creative Financial Designs Inc
UNCHANGED
Shares878 from 878
Change0 (0%)
Value$91.2K (+$8)
Filed 2026-11-04
United Financial Planning Group LLC
UNCHANGED
Shares841 from 841
Change0 (0%)
Value$87.4K (+$8)
Filed 2026-11-04
Quaker Wealth Management, LLC
UNCHANGED
Shares813 from 813
Change0 (0%)
Value$84.4K (+$8)
Filed 2026-10-22
Hughes Financial Services, LLC
UNCHANGED
Shares798 from 798
Change0 (0%)
Value$83.3K (+$375)
Filed 2026-10-30
Realta Investment Advisors
UNCHANGED
Shares782 from 782
Change0 (0%)
Value$81.2K (+$8)
Filed 2026-10-14
Phillip James Consulting Co.
NEW
Shares750
Change+750
Value$77.9K
Filed 2026-11-03
Nexus Investment Management ULC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$77.9K (+$8)
Filed 2026-10-27
Sfam, LLC
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$76.4K (+$7)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$74.3K (+$7)
Filed 2026-10-13
Signature Equity Partners, LLC
INCREASED
Shares711 from 604
Change+107 (+18%)
Value$73.8K (+$11.1K)
Filed 2026-10-29
SYM Financial Corp
DECREASED
Shares653 from 671
Change-18 (-3%)
Value$67.8K (-$1.9K)
Filed 2026-10-26
Versant Capital Management, Inc
INCREASED
Shares650 from 260
Change+390 (+150%)
Value$67.5K (+$40.5K)
Filed 2026-10-02
Madden Securities Corp
NEW
Shares646
Change+646
Value$67.1K
Filed 2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$64.9K (+$6)
Filed 2026-10-13
Avestar Capital, LLC
DECREASED
Shares623 from 2,797
Change-2,174 (-78%)
Value$64.7K (-$225.8K)
Filed 2026-10-28
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares616
Change+616
Value$64.0K
Filed 2026-10-28
Kentucky Trust Co
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$62.3K (+$6)
Filed 2026-10-15
Yankcom Partnership
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$59.8K (+$6)
Filed 2026-10-15
McCarley & Cook Financial Planners
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$59.1K (+$5)
Filed 2026-10-21
West Financial Advisors, LLC
NEW
Shares552
Change+552
Value$57.3K
Filed 2026-10-22
Roxbury Financial LLC
UNCHANGED
Shares551 from 551
Change0 (0%)
Value$57.2K (+$6)
Filed 2026-10-01
Financial Consulate, Inc
DECREASED
Shares536 from 1,070
Change-534 (-50%)
Value$55.7K (-$55.5K)
Filed 2026-10-23
IMG Wealth Management, Inc.
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$55.7K (+$5)
Filed 2026-10-27
Kennebec Savings Bank
UNCHANGED
Shares515 from 515
Change0 (0%)
Value$53.5K (+$5)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
INCREASED
Shares500 from 300
Change+200 (+67%)
Value$51.9K (+$20.8K)
Filed 2026-11-05
Fairscale Capital, LLC
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$46.9K (-$232)
Filed 2026-11-04
Hoese & Co LLP
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$46.8K (+$4)
Filed 2026-10-21
Kingdom Financial Group Llc.
NEW
Shares443
Change+443
Value$46.0K
Filed 2026-11-04
Dorato Capital Management
DECREASED
Shares431 from 463
Change-32 (-7%)
Value$44.4K (-$3.9K)
Filed 2026-10-08
Arjuna Capital
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$44.7K (+$4)
Filed 2026-11-03
Nemes Rush Group LLC
UNCHANGED
Shares412 from 412
Change0 (0%)
Value$42.8K (+$4)
Filed 2026-11-04
Balentine LLC
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$42.7K (+$4)
Filed 2026-11-03
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares403 from 403
Change0 (0%)
Value$41.9K (+$4)
Filed 2026-10-19
Pacifica Partners Inc.
UNCHANGED
Shares397 from 397
Change0 (0%)
Value$40.8K (-$615)
Filed 2026-10-09
Pflug Koory, LLC
UNCHANGED
Shares388 from 388
Change0 (0%)
Value$40.3K (+$4)
Filed 2026-10-26
Activest Wealth Management
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$39.4K (+$3)
Filed 2026-10-15
FinArc Investments, Inc.
NEW
Shares375
Change+375
Value$39.0K
Filed 2026-10-14
Key Capital Management, Inc
INCREASED
Shares362 from 113
Change+249 (+220%)
Value$37.6K (+$25.9K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$37.6K (+$3)
Filed 2026-11-02
Capital Investment Counsel, Inc
NEW
Shares357
Change+357
Value$37.1K
Filed 2026-10-20
Toth Financial Advisory Corp
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$34.8K (+$4)
Filed 2026-10-08
Smallwood Wealth Investment Management, LLC
DECREASED
Shares330 from 419
Change-89 (-21%)
Value$34.3K (-$9.2K)
Filed 2026-10-30
MV Capital Management, Inc.
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$32.9K (+$4)
Filed 2026-10-29
Hilton Head Capital Partners, LLC
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$28.3K (+$3)
Filed 2026-10-23
Covestor Ltd
DECREASED
Shares257 from 265
Change-8 (-3%)
Value$27 (-$1)
Filed 2026-10-30
Granite FO LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$26.2K (+$2)
Filed 2026-10-14
SJS Investment Consulting Inc.
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$25.1K (+$3)
Filed 2026-10-26
Vima LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$24.7K (+$3)
Filed 2026-10-23
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$24.3K (-$40)
Filed 2026-10-30
First United Bank & Trust
DECREASED
Shares230 from 358
Change-128 (-36%)
Value$23.9K (-$13.3K)
Filed 2026-10-22
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$15.0K ($0)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares192 from 192
Change0 (0%)
Value$20.0K (+$1)
Filed 2026-10-27
CKW Financial Group
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$20 (-$20.0K)
Filed 2026-10-29
MB, Levis & Associates, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$17.6K (+$1)
Filed 2026-10-16
J.Safra Asset Management Corp
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$17.5K (+$2)
Filed 2026-11-03
Essential Investment Partners LLC
NEW
Shares164
Change+164
Value$17.0K
Filed 2026-10-27
Daytona Street Capital LLC
DECREASED
Shares160 from 553
Change-393 (-71%)
Value$16.6K (-$32.9K)
Filed 2026-10-15
Register Financial Advisors LLC
INCREASED
Shares150 from 114
Change+36 (+32%)
Value$15.6K (+$3.7K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
DECREASED
Shares150 from 153
Change-3 (-2%)
Value$15.6K (-$310)
Filed 2026-11-02
Arlington Trust Co LLC
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$15.4K (+$2)
Filed 2026-10-20
Bank & Trust Co
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$14.0K (+$1)
Filed 2026-10-07
Highline Wealth Partners LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$13.2K (+$1)
Filed 2026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares125
Change+125
Value$13.0K
Filed 2026-10-14
GGM Financial LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$12.7K (+$1)
Filed 2026-11-05
Ashton Thomas Securities, LLC
NEW
Shares110
Change+110
Value$11.4K
Filed 2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$11.4K (+$1)
Filed 2026-10-16
Sawyer & Company, Inc
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$11.3K (+$1)
Filed 2026-10-21
Manchester Capital Management LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$10.6K (+$1)
Filed 2026-10-22
Lodestone Wealth Management LLC
NEW
Shares100
Change+100
Value$10.4K
Filed 2026-10-14
Curat Global, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.4K (+$1)
Filed 2026-10-26
Towne Trust Company, N.a
NEW
Shares99
Change+99
Value$10.3K
Filed 2026-10-28
Friedenthal Financial
NEW
Shares97
Change+97
Value$10.1K
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares96 from 1,086
Change-990 (-91%)
Value$10.0K (-$102.8K)
Filed 2026-10-14
Horrell Capital Management, Inc.
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$9.9K (+$1)
Filed 2026-10-08
Investors Research Corp
NEW
Shares83
Change+83
Value$8.6K
Filed 2026-10-07
Clark Wealth Partners
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$8.3K (+$1)
Filed 2026-10-19
Mosley Wealth Management
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$7.9K (-$16)
Filed 2026-10-16
Edgemoor Investment Advisors, Inc.
NEW
Shares74
Change+74
Value$7.7K
Filed 2026-11-03
Elevated Capital Advisors, LLC
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$7.4K (+$1)
Filed 2026-11-04
Markowski Investments
INCREASED
Shares65 from 18
Change+47 (+261%)
Value$6.8K (+$4.9K)
Filed 2026-10-30
Thompson Investment Management, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$6.4K ($0)
Filed 2026-10-14
Montgomery Financial Services LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$6.3K ($0)
Filed 2026-11-03
BankChampaign, National Association
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$6.2K ($0)
Filed 2026-10-19
Birchwood Financial Partners, Inc.
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$5.6K ($0)
Filed 2026-11-02
1620 Investment Advisors, Inc.
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$4.9K (+$1)
Filed 2026-11-04
Princeton Global Asset Management LLC
DECREASED
Shares45 from 145
Change-100 (-69%)
Value$4.7K (-$10.4K)
Filed 2026-10-21
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$4.4K (+$1)
Filed 2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$4.0K (+$1)
Filed 2026-10-07
CrossGen Wealth, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.7K ($0)
Filed 2026-10-30
Ascentis Wealth Management, LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.5K ($0)
Filed 2026-11-03
Burkett Financial Services, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.2K (+$1)
Filed 2026-10-01
Carolina Wealth Advisors, LLC
NEW
Shares15
Change+15
Value$1.6K
Filed 2026-10-23
Networth Advisors, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.6K ($0)
Filed 2026-11-03
Community Financial Services Group, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.0K (-$2)
Filed 2026-10-15
Planning Strategies Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$831 ($0)
Filed 2026-10-02
Next Level Wealth Planning, LLC
NEW
Shares7
Change+7
Value$727
Filed 2026-10-29
Reap Financial Group, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$416 ($0)
Filed 2026-11-02
Bear Mountain Capital, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$104 ($0)
Filed 2026-11-04
A&I Financial Services, LLC
CLOSED
Shares0 from 400,128
Change-400,128 (-100%)
Value$0 (-$41.6M)
Filed 2026-10-15
Sterling Capital Management LLC
CLOSED
Shares0 from 68,612
Change-68,612 (-100%)
Value$0 (-$7.1M)
Filed 2026-10-22
Fund Evaluation Group, LLC
CLOSED
Shares0 from 60,266
Change-60,266 (-100%)
Value$0 (-$6.2M)
Filed 2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 58,846
Change-58,846 (-100%)
Value$0 (-$6.1M)
Filed 2026-10-27
Canoe Financial LP
CLOSED
Shares0 from 26,620
Change-26,620 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-21
Newport Capital Group, LLC
CLOSED
Shares0 from 19,592
Change-19,592 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-16
Wlth Capital Management, LLC
CLOSED
Shares0 from 15,800
Change-15,800 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-20
Private Client Services, LLC
CLOSED
Shares0 from 14,983
Change-14,983 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-02
Quartz Partners, LLC
CLOSED
Shares0 from 12,807
Change-12,807 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
WealthBridge Capital Management, LLC
CLOSED
Shares0 from 10,080
Change-10,080 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-16
Johnson Financial Group, LLC
CLOSED
Shares0 from 9,855
Change-9,855 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-03
Vested Financial Planning, LLC
CLOSED
Shares0 from 6,805
Change-6,805 (-100%)
Value$0 (-$706.9K)
Filed 2026-10-28
Central Valley Advisors, LLC
CLOSED
Shares0 from 6,343
Change-6,343 (-100%)
Value$0 (-$658.8K)
Filed 2026-10-27
Quadcap Wealth Management, LLC
CLOSED
Shares0 from 5,124
Change-5,124 (-100%)
Value$0 (-$532.3K)
Filed 2026-11-02
Absolute Capital Management, LLC
CLOSED
Shares0 from 4,519
Change-4,519 (-100%)
Value$0 (-$469.4K)
Filed 2026-10-16
Bull Street Advisors, LLC
CLOSED
Shares0 from 3,853
Change-3,853 (-100%)
Value$0 (-$400.0K)
Filed 2026-10-20
TritonPoint Partners, LLC
CLOSED
Shares0 from 2,927
Change-2,927 (-100%)
Value$0 (-$304.0K)
Filed 2026-11-05
Aureum Wealth Management, LLC
CLOSED
Shares0 from 2,805
Change-2,805 (-100%)
Value$0 (-$291.4K)
Filed 2026-10-15
Stronghold Wealth Management L.L.C.
CLOSED
Shares0 from 2,678
Change-2,678 (-100%)
Value$0 (-$278.2K)
Filed 2026-10-16
Wealthcare Capital Management LLC
CLOSED
Shares0 from 2,583
Change-2,583 (-100%)
Value$0 (-$268.3K)
Filed 2026-10-21
One Wealth Capital Management, LLC
CLOSED
Shares0 from 2,538
Change-2,538 (-100%)
Value$0 (-$263.6K)
Filed 2026-10-23
Tenzing Financial LLC
CLOSED
Shares0 from 2,511
Change-2,511 (-100%)
Value$0 (-$264.8K)
Filed 2026-11-03
Capstone Wealth Management Group, Inc.
CLOSED
Shares0 from 2,108
Change-2,108 (-100%)
Value$0 (-$219.0K)
Filed 2026-10-19
Tempus Wealth Planning, LLC
CLOSED
Shares0 from 2,026
Change-2,026 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-14
Saxony Capital Management, LLC
CLOSED
Shares0 from 1,998
Change-1,998 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-15
Summit Investment Advisors, Inc.\KS
CLOSED
Shares0 from 1,925
Change-1,925 (-100%)
Value$0 (-$200.0K)
Filed 2026-11-05
Robinswood Financial LLC
CLOSED
Shares0 from 647
Change-647 (-100%)
Value$0 (-$67.2K)
Filed 2026-10-20
Nfsg Corp
CLOSED
Shares0 from 517
Change-517 (-100%)
Value$0 (-$53.7K)
Filed 2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 438
Change-438 (-100%)
Value$0 (-$45.5K)
Filed 2026-10-29
LifeSteps Financial, Inc.
CLOSED
Shares0 from 368
Change-368 (-100%)
Value$0 (-$38.2K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 326
Change-326 (-100%)
Value$0 (-$33.9K)
Filed 2026-10-13
Encompass More Asset Management
CLOSED
Shares0 from 151
Change-151 (-100%)
Value$0 (-$15.7K)
Filed 2026-10-16
Blueline Advisors LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-15
Wilkerson Advisory Group LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-20
Horizon Financial Services, LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$3.1K)
Filed 2026-11-04
Stone House Investment Management, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-23
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$501.5K (+$68.0K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 94,036,634
Change-94,036,634 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 40,238,465
Change-40,238,465 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 32,796,461
Change-32,796,461 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 30,454,694
Change-30,454,694 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 21,440,272
Change-21,440,272 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20,067,791
Change-20,067,791 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 16,095,002
Change-16,095,002 (-100%)
Value—
UBS Group AG
N/A
Shares— from 12,331,932
Change-12,331,932 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 10,969,164
Change-10,969,164 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 10,419,892
Change-10,419,892 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,501,459
Change-8,501,459 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 8,393,669
Change-8,393,669 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 8,346,135
Change-8,346,135 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,285,707
Change-7,285,707 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,626,048
Change-6,626,048 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 6,387,562
Change-6,387,562 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 5,853,778
Change-5,853,778 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 5,668,075
Change-5,668,075 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,674,517
Change-4,674,517 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,801,560
Change-3,801,560 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 3,752,543
Change-3,752,543 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,289,484
Change-3,289,484 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,218,966
Change-3,218,966 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 3,012,272
Change-3,012,272 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 2,996,113
Change-2,996,113 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,891,642
Change-2,891,642 (-100%)
Value—
Hackensack Meridian Health, Inc.
N/A
Shares— from 2,823,932
Change-2,823,932 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,541,735
Change-2,541,735 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,466,270
Change-2,466,270 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,078,499
Change-2,078,499 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2,029,382
Change-2,029,382 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,008,850
Change-2,008,850 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,008,148
Change-2,008,148 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,001,202
Change-2,001,202 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 1,980,601
Change-1,980,601 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1,891,212
Change-1,891,212 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,795,591
Change-1,795,591 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,746,175
Change-1,746,175 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,680,238
Change-1,680,238 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,679,951
Change-1,679,951 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,598,642
Change-1,598,642 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,590,240
Change-1,590,240 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,576,309
Change-1,576,309 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,520,294
Change-1,520,294 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,494,850
Change-1,494,850 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,477,918
Change-1,477,918 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,473,034
Change-1,473,034 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 1,446,895
Change-1,446,895 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 1,378,940
Change-1,378,940 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,275,923
Change-1,275,923 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 1,264,357
Change-1,264,357 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,244,155
Change-1,244,155 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 1,151,840
Change-1,151,840 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 1,149,536
Change-1,149,536 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,055,564
Change-1,055,564 (-100%)
Value—
Blair William & Co
N/A
Shares— from 994,809
Change-994,809 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 937,791
Change-937,791 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 929,434
Change-929,434 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 922,952
Change-922,952 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 900,901
Change-900,901 (-100%)
Value—
Commerce Bank
N/A
Shares— from 900,221
Change-900,221 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 874,038
Change-874,038 (-100%)
Value—
Capital International Investors
N/A
Shares— from 862,299
Change-862,299 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 856,985
Change-856,985 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 842,582
Change-842,582 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 810,792
Change-810,792 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 791,726
Change-791,726 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 787,607
Change-787,607 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 778,613
Change-778,613 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 778,595
Change-778,595 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 771,228
Change-771,228 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 729,064
Change-729,064 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 681,246
Change-681,246 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 680,500
Change-680,500 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 673,331
Change-673,331 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 661,073
Change-661,073 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 656,464
Change-656,464 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 649,538
Change-649,538 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 629,126
Change-629,126 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 626,173
Change-626,173 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 610,352
Change-610,352 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 609,701
Change-609,701 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 606,500
Change-606,500 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 580,559
Change-580,559 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 575,294
Change-575,294 (-100%)
Value—
Bontempo Ohly Capital Mgmt LLC
N/A
Shares— from 571,238
Change-571,238 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 564,968
Change-564,968 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 563,443
Change-563,443 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 560,150
Change-560,150 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 553,118
Change-553,118 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 539,407
Change-539,407 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 536,747
Change-536,747 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 533,044
Change-533,044 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 532,654
Change-532,654 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 529,778
Change-529,778 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 522,529
Change-522,529 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 509,296
Change-509,296 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 501,643
Change-501,643 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
WIT, LLC
N/A
Shares— from 491,177
Change-491,177 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 486,616
Change-486,616 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 478,517
Change-478,517 (-100%)
Value—
State Street Corp
N/A
Shares— from 466,249
Change-466,249 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 465,000
Change-465,000 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 436,703
Change-436,703 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 420,175
Change-420,175 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 419,150
Change-419,150 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 404,826
Change-404,826 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 401,640
Change-401,640 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 399,214
Change-399,214 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 391,817
Change-391,817 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 390,245
Change-390,245 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 387,025
Change-387,025 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 384,567
Change-384,567 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 368,411
Change-368,411 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 367,450
Change-367,450 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 356,664
Change-356,664 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 346,402
Change-346,402 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 340,191
Change-340,191 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 336,613
Change-336,613 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 328,250
Change-328,250 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 326,181
Change-326,181 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 323,896
Change-323,896 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 322,532
Change-322,532 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 313,036
Change-313,036 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 312,257
Change-312,257 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 309,203
Change-309,203 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 308,982
Change-308,982 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 304,801
Change-304,801 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 304,435
Change-304,435 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 303,165
Change-303,165 (-100%)
Value—
&partners
N/A
Shares— from 292,096
Change-292,096 (-100%)
Value—
Stephens Inc
N/A
Shares— from 283,139
Change-283,139 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 266,958
Change-266,958 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 265,803
Change-265,803 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 259,607
Change-259,607 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 250,152
Change-250,152 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 245,111
Change-245,111 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 244,709
Change-244,709 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 244,341
Change-244,341 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 242,656
Change-242,656 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 236,722
Change-236,722 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 234,469
Change-234,469 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 233,298
Change-233,298 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 228,865
Change-228,865 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 225,974
Change-225,974 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 225,487
Change-225,487 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 220,463
Change-220,463 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 214,817
Change-214,817 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 210,534
Change-210,534 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 209,938
Change-209,938 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 207,040
Change-207,040 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 206,830
Change-206,830 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 200,836
Change-200,836 (-100%)
Value—
Taikang Asset Management (Hong Kong) Co Ltd
N/A
Shares— from 198,844
Change-198,844 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 195,174
Change-195,174 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 195,117
Change-195,117 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 194,097
Change-194,097 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 190,867
Change-190,867 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 188,270
Change-188,270 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 184,808
Change-184,808 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 184,394
Change-184,394 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 183,947
Change-183,947 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 183,797
Change-183,797 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 183,559
Change-183,559 (-100%)
Value—
Lepercq De Neuflize Asset Management LLC
N/A
Shares— from 183,230
Change-183,230 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 181,663
Change-181,663 (-100%)
Value—
Maryland State Retirement & Pension System
N/A
Shares— from 180,946
Change-180,946 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 179,365
Change-179,365 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 177,614
Change-177,614 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 176,688
Change-176,688 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 173,992
Change-173,992 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 172,907
Change-172,907 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 172,870
Change-172,870 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 171,999
Change-171,999 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 169,509
Change-169,509 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 161,612
Change-161,612 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 158,788
Change-158,788 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 156,127
Change-156,127 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 155,236
Change-155,236 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 154,263
Change-154,263 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 153,988
Change-153,988 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 152,387
Change-152,387 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 151,252
Change-151,252 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 149,059
Change-149,059 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 148,235
Change-148,235 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 148,104
Change-148,104 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 142,948
Change-142,948 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 142,338
Change-142,338 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 140,351
Change-140,351 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 137,912
Change-137,912 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 137,673
Change-137,673 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 137,598
Change-137,598 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 136,326
Change-136,326 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 132,355
Change-132,355 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 131,779
Change-131,779 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 131,450
Change-131,450 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 131,422
Change-131,422 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 130,892
Change-130,892 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 129,800
Change-129,800 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 128,370
Change-128,370 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 126,969
Change-126,969 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 123,569
Change-123,569 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 123,459
Change-123,459 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 123,016
Change-123,016 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 122,310
Change-122,310 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 118,540
Change-118,540 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 117,474
Change-117,474 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 117,231
Change-117,231 (-100%)
Value—
Metropolitan Life Insurance Co
N/A
Shares— from 116,347
Change-116,347 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 116,164
Change-116,164 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 114,950
Change-114,950 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 114,494
Change-114,494 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 114,479
Change-114,479 (-100%)
Value—
Simmons Bank
N/A
Shares— from 113,954
Change-113,954 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 111,786
Change-111,786 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 111,461
Change-111,461 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 111,048
Change-111,048 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 110,535
Change-110,535 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 110,458
Change-110,458 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 110,196
Change-110,196 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 109,688
Change-109,688 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 109,369
Change-109,369 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 109,158
Change-109,158 (-100%)
Value—
Nepc LLC
N/A
Shares— from 108,493
Change-108,493 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 108,282
Change-108,282 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 107,973
Change-107,973 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 107,858
Change-107,858 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 107,214
Change-107,214 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 107,048
Change-107,048 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 106,413
Change-106,413 (-100%)
Value—
Sage Financial Management Group, Inc.
N/A
Shares— from 106,104
Change-106,104 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 105,547
Change-105,547 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 105,248
Change-105,248 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 101,959
Change-101,959 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 100,948
Change-100,948 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 100,579
Change-100,579 (-100%)
Value—
Granby Capital Management, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 99,322
Change-99,322 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 98,253
Change-98,253 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 96,265
Change-96,265 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 95,132
Change-95,132 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 95,125
Change-95,125 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 94,773
Change-94,773 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 94,196
Change-94,196 (-100%)
Value—
NBH Bank
N/A
Shares— from 92,429
Change-92,429 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 91,798
Change-91,798 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 91,145
Change-91,145 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 90,905
Change-90,905 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 89,859
Change-89,859 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 89,781
Change-89,781 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 89,116
Change-89,116 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 88,022
Change-88,022 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 86,458
Change-86,458 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 86,087
Change-86,087 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 86,031
Change-86,031 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 84,025
Change-84,025 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 83,400
Change-83,400 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 83,015
Change-83,015 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 82,912
Change-82,912 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 82,474
Change-82,474 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 82,473
Change-82,473 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 82,180
Change-82,180 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 82,039
Change-82,039 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 79,551
Change-79,551 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 79,321
Change-79,321 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 79,094
Change-79,094 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 78,706
Change-78,706 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 77,525
Change-77,525 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 75,927
Change-75,927 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 75,235
Change-75,235 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 74,182
Change-74,182 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 74,128
Change-74,128 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 72,923
Change-72,923 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 72,896
Change-72,896 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 72,892
Change-72,892 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 71,895
Change-71,895 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 71,858
Change-71,858 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 70,174
Change-70,174 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 69,979
Change-69,979 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 69,490
Change-69,490 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 68,745
Change-68,745 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 68,735
Change-68,735 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 67,691
Change-67,691 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 67,200
Change-67,200 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 66,877
Change-66,877 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 65,174
Change-65,174 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 65,060
Change-65,060 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 64,437
Change-64,437 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 64,054
Change-64,054 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 63,117
Change-63,117 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 62,924
Change-62,924 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 61,599
Change-61,599 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 61,000
Change-61,000 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 60,935
Change-60,935 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 60,427
Change-60,427 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 59,896
Change-59,896 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 58,843
Change-58,843 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 58,268
Change-58,268 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 58,150
Change-58,150 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 57,666
Change-57,666 (-100%)
Value—
Cooperman Leon G
N/A
Shares— from 57,453
Change-57,453 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 56,173
Change-56,173 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 55,565
Change-55,565 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 54,569
Change-54,569 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 54,074
Change-54,074 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 53,643
Change-53,643 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 53,605
Change-53,605 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 53,261
Change-53,261 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 52,840
Change-52,840 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 52,553
Change-52,553 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 51,715
Change-51,715 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 50,755
Change-50,755 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 50,224
Change-50,224 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 49,107
Change-49,107 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 48,325
Change-48,325 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 47,610
Change-47,610 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 47,515
Change-47,515 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 47,302
Change-47,302 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 47,280
Change-47,280 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 47,001
Change-47,001 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 46,683
Change-46,683 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 46,048
Change-46,048 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 45,935
Change-45,935 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 45,654
Change-45,654 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 45,549
Change-45,549 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 45,260
Change-45,260 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 44,990
Change-44,990 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 44,961
Change-44,961 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 44,748
Change-44,748 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 44,484
Change-44,484 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 44,460
Change-44,460 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 44,042
Change-44,042 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 43,782
Change-43,782 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 43,159
Change-43,159 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 42,683
Change-42,683 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 41,861
Change-41,861 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 41,755
Change-41,755 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 41,648
Change-41,648 (-100%)
Value—
Legacy Trust
N/A
Shares— from 41,202
Change-41,202 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 40,980
Change-40,980 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 40,500
Change-40,500 (-100%)
Value—
Common Fund for Nonprofit Organizations
N/A
Shares— from 40,228
Change-40,228 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 40,214
Change-40,214 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 40,055
Change-40,055 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 39,664
Change-39,664 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 39,515
Change-39,515 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 39,474
Change-39,474 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 39,349
Change-39,349 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 38,895
Change-38,895 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 37,837
Change-37,837 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 37,680
Change-37,680 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 36,265
Change-36,265 (-100%)
Value—
Nwam LLC
N/A
Shares— from 35,997
Change-35,997 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 35,721
Change-35,721 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 35,022
Change-35,022 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 34,909
Change-34,909 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 34,860
Change-34,860 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 34,047
Change-34,047 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 33,668
Change-33,668 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 33,457
Change-33,457 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 33,414
Change-33,414 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 33,359
Change-33,359 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 33,357
Change-33,357 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 33,278
Change-33,278 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 33,200
Change-33,200 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 33,101
Change-33,101 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 33,042
Change-33,042 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 32,796
Change-32,796 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 32,516
Change-32,516 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 32,332
Change-32,332 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 31,796
Change-31,796 (-100%)
Value—
Hillman Capital Management, Inc.
N/A
Shares— from 31,743
Change-31,743 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 31,682
Change-31,682 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 31,548
Change-31,548 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 31,545
Change-31,545 (-100%)
Value—
Joel Isaacson & Co., LLC
N/A
Shares— from 31,387
Change-31,387 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 31,348
Change-31,348 (-100%)
Value—
EFG International AG
N/A
Shares— from 31,263
Change-31,263 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 30,726
Change-30,726 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 30,502
Change-30,502 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 30,367
Change-30,367 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 30,291
Change-30,291 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 30,100
Change-30,100 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 30,087
Change-30,087 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 30,075
Change-30,075 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 30,010
Change-30,010 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 29,968
Change-29,968 (-100%)
Value—
SUN Life Financial Inc
N/A
Shares— from 29,494
Change-29,494 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 29,468
Change-29,468 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 29,299
Change-29,299 (-100%)
Value—
EQ LLC
N/A
Shares— from 29,142
Change-29,142 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 28,572
Change-28,572 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 28,476
Change-28,476 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 28,454
Change-28,454 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 28,275
Change-28,275 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 28,092
Change-28,092 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 28,090
Change-28,090 (-100%)
Value—
GS Investments, Inc.
N/A
Shares— from 28,051
Change-28,051 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 27,848
Change-27,848 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 27,293
Change-27,293 (-100%)
Value—
CSS LLC
N/A
Shares— from 27,020
Change-27,020 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 26,890
Change-26,890 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 25,955
Change-25,955 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 25,757
Change-25,757 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 25,474
Change-25,474 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 25,180
Change-25,180 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 25,113
Change-25,113 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 25,110
Change-25,110 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 25,108
Change-25,108 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 25,091
Change-25,091 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 25,045
Change-25,045 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 24,881
Change-24,881 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 24,593
Change-24,593 (-100%)
Value—
Jefferies Financial Group Inc.
N/A
Shares— from 24,492
Change-24,492 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 24,486
Change-24,486 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 24,400
Change-24,400 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 24,254
Change-24,254 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 24,175
Change-24,175 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 24,067
Change-24,067 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 23,979
Change-23,979 (-100%)
Value—
Natixis
N/A
Shares— from 23,818
Change-23,818 (-100%)
Value—
Motco
N/A
Shares— from 23,732
Change-23,732 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 23,228
Change-23,228 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 23,150
Change-23,150 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 22,933
Change-22,933 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 22,768
Change-22,768 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 22,756
Change-22,756 (-100%)
Value—
Optas, LLC
N/A
Shares— from 22,540
Change-22,540 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 22,493
Change-22,493 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 22,291
Change-22,291 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 22,132
Change-22,132 (-100%)
Value—
United Bank
N/A
Shares— from 22,055
Change-22,055 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 21,894
Change-21,894 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 21,829
Change-21,829 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 21,772
Change-21,772 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 21,712
Change-21,712 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 21,544
Change-21,544 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 21,437
Change-21,437 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 21,081
Change-21,081 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 20,948
Change-20,948 (-100%)
Value—
Bank OZK
N/A
Shares— from 20,838
Change-20,838 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 20,812
Change-20,812 (-100%)
Value—
Causeway Capital Management LLC
N/A
Shares— from 20,761
Change-20,761 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 20,735
Change-20,735 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 20,459
Change-20,459 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 20,410
Change-20,410 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 20,379
Change-20,379 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 20,200
Change-20,200 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 20,184
Change-20,184 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 20,131
Change-20,131 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 19,995
Change-19,995 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 19,834
Change-19,834 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 19,771
Change-19,771 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 19,651
Change-19,651 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 19,353
Change-19,353 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 19,166
Change-19,166 (-100%)
Value—
CFM Wealth Partners LLC
N/A
Shares— from 19,045
Change-19,045 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 18,787
Change-18,787 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 18,767
Change-18,767 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 18,606
Change-18,606 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 18,517
Change-18,517 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 18,470
Change-18,470 (-100%)
Value—
Smith Partners Wealth Management, LLC
N/A
Shares— from 18,336
Change-18,336 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 18,288
Change-18,288 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 17,996
Change-17,996 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 17,563
Change-17,563 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 17,181
Change-17,181 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 17,179
Change-17,179 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 17,174
Change-17,174 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 17,174
Change-17,174 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 16,902
Change-16,902 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 16,882
Change-16,882 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 16,845
Change-16,845 (-100%)
Value—
FDx Advisors, Inc.
N/A
Shares— from 16,795
Change-16,795 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 16,501
Change-16,501 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 16,489
Change-16,489 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 16,414
Change-16,414 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 16,334
Change-16,334 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 16,322
Change-16,322 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 16,317
Change-16,317 (-100%)
Value—
Members Trust Co
N/A
Shares— from 16,061
Change-16,061 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 16,049
Change-16,049 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 16,040
Change-16,040 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 16,038
Change-16,038 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 15,993
Change-15,993 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 15,951
Change-15,951 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 15,840
Change-15,840 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 15,790
Change-15,790 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 15,668
Change-15,668 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 15,477
Change-15,477 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 15,448
Change-15,448 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 15,388
Change-15,388 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 15,070
Change-15,070 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 15,040
Change-15,040 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 15,017
Change-15,017 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 14,999
Change-14,999 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 14,944
Change-14,944 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 14,728
Change-14,728 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 14,721
Change-14,721 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 14,668
Change-14,668 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 14,632
Change-14,632 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 14,572
Change-14,572 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 14,539
Change-14,539 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 14,437
Change-14,437 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 14,383
Change-14,383 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 14,374
Change-14,374 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 14,244
Change-14,244 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 14,225
Change-14,225 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 14,065
Change-14,065 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 14,014
Change-14,014 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 14,004
Change-14,004 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 13,910
Change-13,910 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 13,676
Change-13,676 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 13,414
Change-13,414 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 13,231
Change-13,231 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 13,190
Change-13,190 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 13,064
Change-13,064 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 13,039
Change-13,039 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 12,880
Change-12,880 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 12,877
Change-12,877 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 12,844
Change-12,844 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 12,701
Change-12,701 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 12,594
Change-12,594 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 12,505
Change-12,505 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 12,345
Change-12,345 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 12,304
Change-12,304 (-100%)
Value—
Bank of Marin
N/A
Shares— from 12,262
Change-12,262 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 12,239
Change-12,239 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,176
Change-12,176 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 12,168
Change-12,168 (-100%)
Value—
Quarry LP
N/A
Shares— from 12,052
Change-12,052 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 12,009
Change-12,009 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 11,920
Change-11,920 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 11,908
Change-11,908 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 11,784
Change-11,784 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 11,718
Change-11,718 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 11,643
Change-11,643 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 11,628
Change-11,628 (-100%)
Value—
King Luther Capital Management Corp
N/A
Shares— from 11,581
Change-11,581 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 11,471
Change-11,471 (-100%)
Value—
Croban
N/A
Shares— from 11,322
Change-11,322 (-100%)
Value—
Betterment LLC
N/A
Shares— from 11,289
Change-11,289 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 11,260
Change-11,260 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 10,681
Change-10,681 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 10,610
Change-10,610 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 10,599
Change-10,599 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 10,597
Change-10,597 (-100%)
Value—
Central Trust Co
N/A
Shares— from 10,561
Change-10,561 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 10,555
Change-10,555 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 10,521
Change-10,521 (-100%)
Value—
Schusterman Interests, LLC
N/A
Shares— from 10,460
Change-10,460 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 10,447
Change-10,447 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 10,445
Change-10,445 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,440
Change-10,440 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 10,399
Change-10,399 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 10,261
Change-10,261 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 10,136
Change-10,136 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 9,887
Change-9,887 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 9,845
Change-9,845 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 9,840
Change-9,840 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 9,798
Change-9,798 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 9,764
Change-9,764 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 9,757
Change-9,757 (-100%)
Value—
Wiregrass Investment Management LLC
N/A
Shares— from 9,756
Change-9,756 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 9,724
Change-9,724 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 9,678
Change-9,678 (-100%)
Value—
Wallace Hart LLC
N/A
Shares— from 9,538
Change-9,538 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 9,493
Change-9,493 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 9,477
Change-9,477 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 9,449
Change-9,449 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 9,428
Change-9,428 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 9,415
Change-9,415 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 9,388
Change-9,388 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 9,264
Change-9,264 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 9,172
Change-9,172 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 9,148
Change-9,148 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 9,138
Change-9,138 (-100%)
Value—
Strategic Advisory Partners, LLC
N/A
Shares— from 9,068
Change-9,068 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 9,013
Change-9,013 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 8,986
Change-8,986 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 8,945
Change-8,945 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,937
Change-8,937 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 8,905
Change-8,905 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,767
Change-8,767 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 8,737
Change-8,737 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 8,652
Change-8,652 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 8,606
Change-8,606 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 8,560
Change-8,560 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 8,516
Change-8,516 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 8,457
Change-8,457 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 8,405
Change-8,405 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 8,321
Change-8,321 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 8,288
Change-8,288 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 8,097
Change-8,097 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 8,068
Change-8,068 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,029
Change-8,029 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 7,979
Change-7,979 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 7,949
Change-7,949 (-100%)
Value—
FCA Corp
N/A
Shares— from 7,875
Change-7,875 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 7,843
Change-7,843 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 7,780
Change-7,780 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 7,762
Change-7,762 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 7,745
Change-7,745 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 7,635
Change-7,635 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 7,601
Change-7,601 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 7,581
Change-7,581 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 7,566
Change-7,566 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 7,557
Change-7,557 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,397
Change-7,397 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 7,345
Change-7,345 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 7,309
Change-7,309 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 7,237
Change-7,237 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 7,212
Change-7,212 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 7,203
Change-7,203 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 7,166
Change-7,166 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 7,095
Change-7,095 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 7,034
Change-7,034 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 6,995
Change-6,995 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 6,964
Change-6,964 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 6,925
Change-6,925 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 6,892
Change-6,892 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 6,815
Change-6,815 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 6,786
Change-6,786 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 6,728
Change-6,728 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 6,684
Change-6,684 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,647
Change-6,647 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,619
Change-6,619 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 6,606
Change-6,606 (-100%)
Value—
Altman Advisors, Inc.
N/A
Shares— from 6,605
Change-6,605 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 6,458
Change-6,458 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 6,370
Change-6,370 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 6,294
Change-6,294 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 6,255
Change-6,255 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 6,205
Change-6,205 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 6,185
Change-6,185 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 6,170
Change-6,170 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 6,166
Change-6,166 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 6,137
Change-6,137 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 5,992
Change-5,992 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 5,981
Change-5,981 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,951
Change-5,951 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 5,949
Change-5,949 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 5,885
Change-5,885 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 5,835
Change-5,835 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 5,796
Change-5,796 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 5,740
Change-5,740 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 5,723
Change-5,723 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 5,706
Change-5,706 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 5,665
Change-5,665 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 5,616
Change-5,616 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,605
Change-5,605 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 5,522
Change-5,522 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 5,517
Change-5,517 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 5,499
Change-5,499 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 5,453
Change-5,453 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 5,413
Change-5,413 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 5,397
Change-5,397 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 5,348
Change-5,348 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 5,339
Change-5,339 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 5,327
Change-5,327 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 5,320
Change-5,320 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 5,264
Change-5,264 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 5,166
Change-5,166 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 5,018
Change-5,018 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 4,983
Change-4,983 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 4,873
Change-4,873 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 4,847
Change-4,847 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 4,806
Change-4,806 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
CNB Bank
N/A
Shares— from 4,798
Change-4,798 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 4,796
Change-4,796 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 4,763
Change-4,763 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,738
Change-4,738 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,733
Change-4,733 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,728
Change-4,728 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 4,721
Change-4,721 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 4,703
Change-4,703 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 4,674
Change-4,674 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 4,656
Change-4,656 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 4,642
Change-4,642 (-100%)
Value—
Sound Portfolio Advisors, LLC
N/A
Shares— from 4,628
Change-4,628 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 4,616
Change-4,616 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 4,531
Change-4,531 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 4,529
Change-4,529 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 4,478
Change-4,478 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 4,408
Change-4,408 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 4,393
Change-4,393 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 4,362
Change-4,362 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 4,297
Change-4,297 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 4,221
Change-4,221 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 4,167
Change-4,167 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 4,160
Change-4,160 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 4,155
Change-4,155 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 4,138
Change-4,138 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 4,122
Change-4,122 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 4,112
Change-4,112 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 4,093
Change-4,093 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,069
Change-4,069 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 4,057
Change-4,057 (-100%)
Value—
Univest Financial Corp
N/A
Shares— from 4,045
Change-4,045 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 4,028
Change-4,028 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 3,937
Change-3,937 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 3,934
Change-3,934 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 3,820
Change-3,820 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 3,802
Change-3,802 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,788
Change-3,788 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,778
Change-3,778 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 3,758
Change-3,758 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 3,686
Change-3,686 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,580
Change-3,580 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 3,554
Change-3,554 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 3,542
Change-3,542 (-100%)
Value—
Phocas Financial Corp.
N/A
Shares— from 3,520
Change-3,520 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 3,461
Change-3,461 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 3,416
Change-3,416 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 3,343
Change-3,343 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 3,325
Change-3,325 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 3,268
Change-3,268 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 3,268
Change-3,268 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,266
Change-3,266 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 3,249
Change-3,249 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 3,219
Change-3,219 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Compass Capital Management, Inc
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 3,192
Change-3,192 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 3,182
Change-3,182 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 3,172
Change-3,172 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 3,154
Change-3,154 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,133
Change-3,133 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 3,073
Change-3,073 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,024
Change-3,024 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 2,996
Change-2,996 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,918
Change-2,918 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 2,902
Change-2,902 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 2,854
Change-2,854 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 2,819
Change-2,819 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 2,785
Change-2,785 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 2,781
Change-2,781 (-100%)
Value—
Trans-Canada Capital Inc.
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Winthrop Capital Management, LLC
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 2,723
Change-2,723 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 2,671
Change-2,671 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
Keewaydin Investments LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 2,601
Change-2,601 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 2,579
Change-2,579 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 2,571
Change-2,571 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 2,568
Change-2,568 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 2,492
Change-2,492 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 2,491
Change-2,491 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 2,471
Change-2,471 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,454
Change-2,454 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Invst, LLC
N/A
Shares— from 2,398
Change-2,398 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 2,377
Change-2,377 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 2,370
Change-2,370 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
American Trust
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,293
Change-2,293 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,205
Change-2,205 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
Bingham Private Wealth, LLC
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
BCV Asset Management Inc.
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 2,160
Change-2,160 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Envision Financial Planning, LLC
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 2,120
Change-2,120 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,104
Change-2,104 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Allstate Corp
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 1,997
Change-1,997 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 1,951
Change-1,951 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 1,946
Change-1,946 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,924
Change-1,924 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Centennial Bank
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
S&T Bank
N/A
Shares— from 1,763
Change-1,763 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,626
Change-1,626 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 1,421
Change-1,421 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,355
Change-1,355 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
Main Management LLC
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 989
Change-989 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 858
Change-858 (-100%)
Value—
Valued Wealth Advisors LLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
Marquette Associates, Inc.
N/A
Shares— from 777
Change-777 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 743
Change-743 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 713
Change-713 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 703
Change-703 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 697
Change-697 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 661
Change-661 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 625
Change-625 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 575
Change-575 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 566
Change-566 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 542
Change-542 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 537
Change-537 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 536
Change-536 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 525
Change-525 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 489
Change-489 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 479
Change-479 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 448
Change-448 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Centrica Wealth Management, LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 306
Change-306 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 294
Change-294 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 276
Change-276 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 224
Change-224 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 216
Change-216 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 189
Change-189 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 182
Change-182 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 174
Change-174 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 172
Change-172 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 149
Change-149 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 118
Change-118 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 37
Change-37 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 23
Change-23 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Status
Bank of New York Mellon Corp
DECREASED7,852,7857,866,768-13,9830%$817.2M$815.8M-$1.4M2026-11-05
US Bancorp \de\
DECREASED7,025,3427,091,487-66,145-1%$736.7M$729.9M-$6.8M2026-11-05
Truist Financial Corp
DECREASED4,670,4114,742,255-71,844-2%$492.6M$485.2M-$7.4M2026-10-30
MacKenzie Financial Corp
DECREASED2,593,2902,665,967-72,677-3%$276.9M$269.4M-$7.5M2026-11-02
Badgley Phelps Wealth Managers, LLC
INCREASED2,377,6892,307,217+70,472+3%$239.7M$247.0M+$7.3M2026-10-22
Regions Financial Corp
INCREASED2,178,4032,178,289+114+0%$226.3M$226.3M+$33.6K2026-11-05
Cullen T Bankers, Inc.
DECREASED2,024,8822,040,031-15,149-1%$211.9M$210.4M-$1.6M2026-10-28
Creative Planning
DECREASED2,006,2582,039,695-33,437-2%$211.9M$208.4M-$3.5M2026-11-02
Keybank National Association
DECREASED1,525,7801,542,820-17,040-1%$160.3M$158.5M-$1.8M2026-11-04
New York University
NEW1,500,064—+1,500,064——$155.8M—2026-10-13
Citigroup Inc
DECREASED1,440,9363,866,685-2,425,749-63%$401.7M$149.7M-$252.0M2026-11-04
Bailard, Inc.
INCREASED1,322,7691,283,581+39,188+3%$133.3M$137.4M+$4.1M2026-10-13
WoodTrust Financial Corp
DECREASED959,374961,159-1,7850%$99.8M$99.7K-$99.7M2026-10-09
iA Global Asset Management Inc.
INCREASED940,808155,519+785,289+505%$16.2M$97.7K-$16.1M2026-10-29
Commonwealth Equity Services, LLC
DECREASED914,730927,177-12,447-1%$96.3M$95.0M-$1.3M2026-11-02
Confluence Wealth Services, Inc.
INCREASED909,417762,478+146,939+19%$79.2M$94.5M+$15.3M2026-11-05
Linscomb Wealth, Inc.
DECREASED805,011833,150-28,139-3%$86.5M$83.6M-$2.9M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED791,222710,193+81,029+11%$73.4M$80.5M+$7.1M2026-10-13
Wilmington Savings Fund Society, FSB
INCREASED775,289691,236+84,053+12%$71.8M$80.5M+$8.7M2026-10-23
Greenfield FTC, Inc.
UNCHANGED774,023774,02300%$80.4M$80.4M+$7.7K2026-10-16
Strs Ohio
DECREASED761,567853,756-92,189-11%$88.7M$79.1M-$9.6M2026-10-30
CIBC Asset Management Inc
DECREASED736,647872,310-135,663-16%$90.6M$76.5M-$14.1M2026-11-05
BIP Wealth, LLC
INCREASED706,656675,556+31,100+5%$70.2M$73.4M+$3.2M2026-10-22
AMG National Trust Bank
DECREASED691,143694,941-3,798-1%$72.2M$71.8M-$387.5K2026-11-05
Bokf, NA
DECREASED651,674760,147-108,473-14%$79.0M$67.7M-$11.3M2026-10-27
TD Private Client Wealth LLC
INCREASED619,673611,249+8,424+1%$63.5M$64.4M+$881.3K2026-10-28
First Horizon Corp
INCREASED608,836608,298+538+0%$63.2M$63.3M+$62.0K2026-10-26
Valeo Financial Advisors, LLC
DECREASED601,118608,798-7,680-1%$63.2M$62.5M-$791.7K2026-10-08
MassMutual Private Wealth & Trust, FSB
DECREASED568,002574,755-6,753-1%$59.7M$59.0M-$695.8K2026-10-05
Ryan Investment Management, Inc.
INCREASED551,832529,994+21,838+4%$55.1M$57.3M+$2.3M2026-10-20
Accredited Investors Inc.
DECREASED532,894546,667-13,773-3%$56.8M$55.4M-$1.4M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED524,784602,592-77,808-13%$62.6M$54.5K-$62.5M2026-11-02
Thrivent Financial for Lutherans
DECREASED523,916529,579-5,663-1%$54.9M$11.1M-$43.8M2026-11-05
Modera Wealth Management, LLC
DECREASED519,555525,215-5,660-1%$54.6M$54.0M-$582.8K2026-10-28
IFG Advisors, LLC
DECREASED478,746493,375-14,629-3%$51.3M$49.7M-$1.5M2026-10-15
Choreo, LLC
DECREASED478,216479,052-8360%$49.8M$49.7M-$82.0K2026-10-28
Concurrent Investment Advisors, LLC
INCREASED459,402418,507+40,895+10%$43.5M$47.7M+$4.3M2026-10-16
Nisa Investment Advisors, LLC
UNCHANGED459,150459,15000%$47.7M$47.7M+$4.6K2026-10-20
HT Partners LLC
DECREASED434,124434,456-3320%$45.1M$45.1M-$30.1K2026-10-20
Citizens Financial Group Inc
DECREASED429,697473,434-43,737-9%$49.2M$44.6M-$4.5M2026-10-23
Grant Street Asset Management, Inc.
INCREASED412,534408,733+3,801+1%$42.5M$42.9M+$399.0K2026-10-26
ANB Bank
INCREASED407,716179,275+228,441+127%$18.6M$42.4M+$23.7M2026-10-09
Greenleaf Trust
DECREASED407,303416,146-8,843-2%$43.2M$42.3M-$914.5K2026-10-29
First Pacific Financial
DECREASED407,082411,859-4,777-1%$42.8M$42.3M-$492.1K2026-10-14
Allspring Global Investments Holdings, LLC
DECREASED402,959416,137-13,178-3%$42.9M$41.4M-$1.4M2026-11-04
Lockheed Martin Investment Management Co
NEW398,015—+398,015——$41.3M—2026-11-04
Coastline Trust Co
DECREASED394,010412,460-18,450-4%$42.8M$40.9M-$1.9M2026-10-01
StoneX Group Inc.
INCREASED384,791354,786+30,005+8%$36.9M$40.0M+$3.1M2026-11-03
Leona M. & Harry B. Helmsley Charitable Trust
INCREASED384,360101,851+282,509+277%$10.6M$39.9M+$29.4M2026-10-20
DT Investment Partners, LLC
UNCHANGED370,143370,14300%$38.5M$38.5M+$3.7K2026-10-27
Mesirow Financial Investment Management, Inc.
INCREASED366,890366,884+60%$38.1M$38.1M+$4.2K2026-11-05
Unique Wealth, LLC
DECREASED357,032360,925-3,893-1%$37.5M$37.1M-$400.8K2026-10-16
Principal Financial Group Inc
DECREASED356,926444,305-87,379-20%$46.2M$37.1M-$9.1M2026-11-02
Paulson Wealth Management Inc.
DECREASED352,548352,626-780%$36.6M$36.6M-$4.6K2026-11-02
Kestra Advisory Services, LLC
INCREASED349,497336,232+13,265+4%$34.9M$36.3M+$1.4M2026-11-02
New Harbor Financial Group, LLC
INCREASED345,425337,374+8,051+2%$35.0M$35.9M+$839.8K2026-10-22
Fluent Financial, LLC
DECREASED331,576460,833-129,257-28%$47.9M$34.4M-$13.4M2026-10-13
Colton Groome Financial Advisors, LLC
INCREASED330,827311,828+18,999+6%$32.4M$34.4M+$2.0M2026-10-06
Retirement Systems of Alabama
UNCHANGED325,864325,86400%$33.9M$33.9M+$3.3K2026-11-04
Lido Advisors, LLC
INCREASED324,846311,358+13,488+4%$32.3M$32.9M+$550.2K2026-11-04
Brewster Financial Planning LLC
DECREASED324,259325,592-1,3330%$33.8M$33.7M-$135.2K2026-10-13
Oppenheimer Asset Management Inc.
INCREASED321,998308,434+13,564+4%$32.0M$33.5M+$1.4M2026-10-27
Idaho Trust Co
INCREASED315,070272,083+42,987+16%$28.3M$32.7M+$4.5M2026-11-04
HB Wealth Management, LLC
INCREASED307,566305,287+2,279+1%$31.7M$32.0M+$239.7K2026-10-23
Courier Capital LLC
DECREASED303,514304,792-1,2780%$31.7M$31.5M-$129.7K2026-10-19
Verger Capital Management LLC
DECREASED289,794297,494-7,700-3%$30.9M$30.1M-$797.0K2026-10-22
Arbor Investment Advisors, LLC
DECREASED285,923288,795-2,872-1%$30.0M$29.7M-$295.5K2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED284,890229,188+55,702+24%$23.8M$29.6M+$5.8M2026-11-04
Pittenger & Anderson Inc
DECREASED284,449310,192-25,743-8%$32.2M$29.6M-$2.7M2026-11-02
71 West Capital Partners
DECREASED281,329285,242-3,913-1%$29.6M$29.2M-$403.7K2026-11-04
Tanglewood Wealth Management, Inc.
UNCHANGED281,224281,22400%$29.2M$29.2M+$2.8K2026-10-23
Latigo Investments, LLC
UNCHANGED278,590278,59000%$28.9M$28.9M+$2.8K2026-10-29
Stairway Partners, LLC
DECREASED277,784278,614-8300%$28.9M$28.9M-$83.4K2026-10-02
Cornerstone Management, Inc.
INCREASED275,644256,665+18,979+7%$26.7M$28.6M+$2.0M2026-10-16
Lmcg Investments, LLC
INCREASED266,594257,583+9,011+4%$26.8M$27.7M+$938.7K2026-10-21
Washington Trust Bank
INCREASED260,998237,804+23,194+10%$24.7M$27.1M+$2.4M2026-11-03
Prosperity Planning, Inc.
INCREASED260,791255,360+5,431+2%$26.5M$27.1M+$566.8K2026-10-09
RED Cedar Investment Management, LLC
UNCHANGED258,485258,48500%$26.9M$26.9M+$2.6K2026-11-04
Arrien Investments, Inc.
INCREASED254,596254,325+271+0%$26.4M$26.4M+$30.7K2026-10-30
Parallel Advisors, LLC
INCREASED248,171234,167+14,004+6%$24.3M$25.8M+$1.5M2026-11-03
Brighton Jones LLC
DECREASED237,334240,359-3,025-1%$25.0M$24.7M-$311.8K2026-11-03
Verdence Capital Advisors LLC
INCREASED234,087227,193+6,894+3%$23.6M$24.3M+$718.5K2026-10-26
Oppenheimer & Co Inc
INCREASED229,604222,103+7,501+3%$23.1M$23.9M+$781.5K2026-10-26
Csenge Advisory Group
INCREASED226,949216,265+10,684+5%$22.5M$23.6M+$1.1M2026-11-04
Financial & Tax Architects, LLC
INCREASED226,875215,339+11,536+5%$22.4M$23.6M+$1.2M2026-10-15
Midwest Trust Co
DECREASED223,003227,292-4,289-2%$23.6M$23.2M-$443.3K2026-10-22
D.A. Davidson & Co.
DECREASED217,443279,641-62,198-22%$29.0M$22.6M-$6.5M2026-10-28
Aries Wealth Management
INCREASED216,247209,435+6,812+3%$21.8M$22.5M+$709.8K2026-10-23
State of Wyoming
UNCHANGED212,452212,45200%$22.1M$22.1M+$2.1K2026-10-28
OpenArc Corporate Advisory, LLC
INCREASED208,366197,397+10,969+6%$20.5M$21.6M+$1.1M2026-10-21
Salomon & Ludwin, LLC
DECREASED203,902206,707-2,805-1%$21.3M$21.2M-$109.3K2026-10-29
Clear Creek Financial Management, LLC
DECREASED199,572260,004-60,432-23%$27.0M$20.7M-$6.3M2026-10-28
Fifth Third Wealth Advisors LLC
INCREASED196,238187,093+9,145+5%$19.4M$20.4M+$951.9K2026-10-22
Hilltop National Bank
INCREASED194,080185,481+8,599+5%$19.3M$20.2M+$895.2K2026-10-14
Wealth Advisory Solutions, LLC
DECREASED193,102193,267-1650%$20.1M$20.1M-$15.2K2026-10-20
Heartwood Wealth Advisors LLC
DECREASED183,874183,951-770%$19.1M$19.1M-$6.2K2026-10-05
Calamos Wealth Management LLC
INCREASED181,160180,726+434+0%$18.8M$18.8M+$46.9K2026-11-02
Constellation Investments, Inc.
UNCHANGED179,699179,69900%$18.7M$18.7M+$1.8K2026-10-28
Corundum Group, Inc.
INCREASED179,588164,969+14,619+9%$17.1M$18.7M+$1.5M2026-10-28
Ted Buchan & Co
INCREASED176,544174,931+1,613+1%$18.2M$18.3M+$169.4K2026-10-23
Yousif Capital Management, LLC
DECREASED175,943246,051-70,108-28%$25.6M$18.3M-$7.3M2026-10-22
Aafmaa Wealth Management & Trust LLC
INCREASED167,459163,088+4,371+3%$16.9M$17.4M+$455.7K2026-10-14
IFP Advisors, Inc
INCREASED166,820165,876+944+1%$17.2M$17.3M+$99.7K2026-10-16
Canandaigua National Bank & Trust Co
DECREASED166,123168,040-1,917-1%$17.5M$17.3M-$197.5K2026-10-07
J.W. Cole Advisors, Inc.
INCREASED165,277160,300+4,977+3%$16.7M$17.2M+$518.6K2026-11-05
SteelPeak Wealth, LLC
DECREASED164,738168,692-3,954-2%$17.5M$17.1M-$409.1K2026-10-16
MCF Advisors LLC
DECREASED163,426164,941-1,515-1%$17.1M$17.0M-$155.7K2026-10-28
Avidian Wealth Enterprises, LLC
INCREASED163,409161,113+2,296+1%$16.7M$17.0M+$240.1K2026-10-08
Mather Group, Llc.
DECREASED162,554168,326-5,772-3%$17.5M$16.9M-$597.9K2026-10-14
Integrity Alliance, Llc.
INCREASED161,518157,543+3,975+3%$16.4M$16.8M+$414.5K2026-10-29
Waters Parkerson & Co., LLC
INCREASED160,650153,283+7,367+5%$15.9M$16.7M+$766.9K2026-11-04
Parkside Financial Bank & Trust
INCREASED158,880158,028+852+1%$16.4M$16.5M+$90.1K2026-10-27
EverSource Wealth Advisors, LLC
INCREASED158,406154,929+3,477+2%$16.1M$16.5M+$362.8K2026-11-04
Procyon Advisors, LLC
INCREASED155,92096,106+59,814+62%$10.0M$16.2M+$6.2M2026-10-21
Antonelli Financial Advisors, LLC
INCREASED155,530136,795+18,735+14%$14.2M$16.2M+$1.9M2026-10-13
Tctc Holdings, LLC
INCREASED153,195151,846+1,349+1%$15.8M$15.9M+$141.7K2026-11-02
Diversified Management Inc
INCREASED151,846147,913+3,933+3%$15.4M$15.8M+$410.1K2026-10-08
Patton Fund Management, Inc.
DECREASED150,408156,767-6,359-4%$16.3M$15.6M-$659.1K2026-10-13
Perigon Wealth Management, LLC
INCREASED150,138149,204+934+1%$15.5M$15.6M+$98.5K2026-10-22
HMS Capital Management, LLC
DECREASED148,321149,005-6840%$15.5M$15.4M-$69.6K2026-10-20
Gray Private Wealth, LLC
INCREASED144,109138,509+5,600+4%$14.4M$15.0M+$583.3K2026-10-28
Shulman DeMeo Asset Management LLC
DECREASED143,310145,883-2,573-2%$15.2M$14.9M-$245.8K2026-10-09
TD Waterhouse Canada Inc.
INCREASED141,188127,379+13,809+11%$13.1M$14.5M+$1.4M2026-10-16
Farther Finance Advisors, LLC
INCREASED141,145133,998+7,147+5%$13.9M$14.7M+$744.6K2026-10-08
AdvisorNet Financial, Inc
INCREASED141,110134,811+6,299+5%$14.0M$14.5M+$494.8K2026-10-15
Brickley Wealth Management
UNCHANGED140,863140,86300%$14.6M$14.6M+$1.4K2026-11-04
LWM Advisors Inc
INCREASED140,023139,800+223+0%$14.5M$14.5M+$24.6K2026-10-08
Avity Investment Management Inc.
DECREASED139,269139,868-5990%$14.5M$14.5M-$60.8K2026-10-09
Noble Family Wealth, LLC
DECREASED138,928139,167-2390%$14.5M$14.4M-$23.4K2026-10-26
RVW Wealth, LLC
DECREASED137,032138,439-1,407-1%$14.4M$14.2M-$144.8K2026-10-06
Wesbanco Bank Inc
DECREASED136,123144,407-8,284-6%$15.0M$14.1M-$859.2K2026-11-04
Chesley Taft & Associates LLC
INCREASED135,428135,426+20%$14.1M$14.1M+$1.6K2026-10-13
Waterway Wealth Management, LLC
DECREASED135,237137,342-2,105-2%$14.3M$14.0M-$217.2K2026-10-28
Precedent Wealth Partners, LLC
INCREASED133,461126,313+7,148+6%$13.1M$13.9M+$743.9K2026-10-21
Globalt Investments LLC / GA
DECREASED129,678135,150-5,472-4%$14.0M$13.5M-$567.1K2026-10-27
Amarillo National Bank
DECREASED128,380128,420-400%$13.3M$13.3M-$2.9K2026-10-23
OFS Enterprise LLC
DECREASED127,756129,400-1,644-1%$13.4M$13.3M-$169.5K2026-10-16
St. Louis Trust Co
UNCHANGED125,451125,45100%$2.2M$13.0M+$10.8M2026-11-03
Independence Bank of Kentucky
DECREASED124,733127,608-2,875-2%$13.3M$13.0M-$297.4K2026-10-26
Sterling Group Wealth Management, LLC
INCREASED123,491122,087+1,404+1%$12.7M$12.8M+$147.2K2026-11-03
Mycio Wealth Partners, LLC
UNCHANGED122,608122,60800%$12.7M$12.7M+$1.2K2026-11-04
Park Avenue Securities LLC
DECREASED122,223185,638-63,415-34%$19.3M$12.7K-$19.3M2026-10-26
Titleist Asset Management, LLC
INCREASED121,442117,379+4,063+3%$12.2M$12.6M+$423.3K2026-10-08
Provenance Wealth Advisors, LLC
INCREASED119,70996,509+23,200+24%$10.0M$12.4M+$2.4M2026-10-30
Spire Wealth Management
DECREASED119,642126,219-6,577-5%$13.1M$12.4M-$682.1K2026-10-30
Atria Investments, Inc
DECREASED118,654486,087-367,433-76%$50.5M$12.3M-$38.2M2026-10-15
Elevatus Welath Management
INCREASED117,094115,675+1,419+1%$12.0M$12.2M+$148.5K2026-10-19
Farmers & Merchants Trust Co of Long Beach
INCREASED116,617116,290+327+0%$12.1M$12.1M+$35.1K2026-10-22
Crestwood Advisors Group, LLC
DECREASED115,857116,468-611-1%$12.1M$12.0M-$62.3K2026-10-27
Canton Hathaway, LLC
UNCHANGED115,649115,64900%$12.0M$12.0M+$1.2K2026-10-23
Mechanics Financial Corp
INCREASED113,018112,998+20+0%$11.7M$11.7M+$3.2K2026-11-05
Oasis Advisors, LLC
INCREASED112,96392,108+20,855+23%$9.6M$11.7M+$2.2M2026-10-16
Conning Inc.
INCREASED111,910108,490+3,420+3%$11.3M$11.6M+$356.4K2026-10-27
AUA Capital Management, LLC
DECREASED111,761116,496-4,735-4%$12.1M$11.6M-$490.8K2026-10-15
Gateway Investment Advisers LLC
INCREASED111,699111,223+476+0%$11.6M$11.6M+$50.6K2026-10-13
Washington Trust Co
DECREASED111,404111,893-4890%$11.6M$11.6M-$49.7K2026-10-22
Sincerus Advisory, LLC
INCREASED111,088103,542+7,546+7%$10.8M$11.5M+$785.0K2026-10-09
Hoge Financial Services, LLC
INCREASED110,670109,261+1,409+1%$11.4M$11.5M+$139.0K2026-11-05
Corepath Wealth Partners LLC
DECREASED110,477119,686-9,209-8%$12.4M$11.4M-$980.6K2026-10-21
Aspiriant, LLC
INCREASED109,83882,823+27,015+33%$8.6M$11.4M+$2.8M2026-10-16
Venture Visionary Partners LLC
INCREASED109,483108,215+1,268+1%$11.2M$11.4M+$132.8K2026-10-07
Elevation Point Wealth Partners, LLC
DECREASED109,326109,345-190%$11.4M$11.4M-$8802026-11-05
Nixon Peabody Trust Co
INCREASED106,992106,691+301+0%$11.1M$11.1M+$32.3K2026-10-23
Grove Bank & Trust
INCREASED106,828103,773+3,055+3%$10.8M$11.1M+$318.4K2026-10-08
Ascent Group, LLC
DECREASED104,781106,628-1,847-2%$11.1M$10.9M-$190.9K2026-10-30
Fulton Bank, N.A.
DECREASED104,644104,671-270%$10.9M$10.9M-$1.8K2026-10-14
Parisi Gray Wealth Management
INCREASED104,276100,528+3,748+4%$10.4M$10.8M+$390.4K2026-10-16
Avior Wealth Management, LLC
INCREASED103,81692,906+10,910+12%$9.7M$10.8M+$1.1M2026-10-13
Angeles Wealth Management, LLC
INCREASED102,662100,725+1,937+2%$10.5M$10.7M+$202.2K2026-10-26
Grimes & Co Wealth Management, LLC
INCREASED101,19399,527+1,666+2%$10.3M$10.5M+$174.1K2026-10-29
Prospera Financial Services Inc
INCREASED100,57690,232+10,344+11%$9.4M$10.4M+$1.0M2026-11-04
Heritage Investors Management Corp
DECREASED98,637102,515-3,878-4%$10.6M$10.2K-$10.6M2026-10-29
Arvest Investments, Inc.
INCREASED97,63097,426+204+0%$10.1M$10.1M+$22.2K2026-10-21
Alamar Capital Management, LLC
DECREASED97,587102,978-5,391-5%$10.7M$10.1M-$559.0K2026-11-02
First Financial Bank - Trust Division
DECREASED95,62196,771-1,150-1%$10.1M$9.9M-$118.5K2026-10-01
Orin Green Financial, LLC
DECREASED95,07395,203-1300%$9.9M$9.9M-$12.6K2026-10-19
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED94,57089,481+5,089+6%$9.3M$9.8M+$529.5K2026-10-15
Arcadia Investment Advisors LLC
DECREASED93,16196,077-2,916-3%$10.0M$9.7M-$302.0K2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED92,76291,686+1,076+1%$9.5M$9.6M+$112.8K2026-10-16
Chicago Partners Investment Group LLC
DECREASED92,20794,696-2,489-3%$9.7M$9.5M-$281.0K2026-10-27
Old National Bancorp
DECREASED91,79493,874-2,080-2%$9.8M$9.5M-$215.2K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED91,53687,952+3,584+4%$9.1M$9.5M+$373.2K2026-10-30
Blankinship & Foster, LLC
DECREASED90,97291,276-3040%$9.5M$9.5M-$30.7K2026-10-19
4Thought Financial Group Inc.
DECREASED90,95192,594-1,643-2%$9.6M$9.4M-$169.8K2026-11-02
United Community Bank
DECREASED90,56892,548-1,980-2%$9.6M$9.4M-$204.8K2026-10-28
Whitegate Investment Counselors, Inc.
INCREASED90,54489,573+971+1%$9.3M$9.4M+$101.8K2026-11-02
Financial Enhancement Group LLC
DECREASED89,81293,937-4,125-4%$9.8M$9.3M-$498.6K2026-10-08
SAX Wealth Advisors, LLC
INCREASED89,75785,699+4,058+5%$8.3M$9.3M+$1.0M2026-10-13
Central Bank & Trust Co
INCREASED89,36986,150+3,219+4%$8.9M$9.3M+$335.3K2026-10-09
Prism Advisors, Inc.
DECREASED87,13089,211-2,081-2%$9.3M$8.9M-$319.0K2026-10-09
Capital Advantage, Inc.
DECREASED86,72190,234-3,513-4%$9.4M$9.0M-$364.0K2026-10-14
Summit Asset Management, LLC
UNCHANGED86,51586,51500%$9.0M$9.0M+$8652026-11-05
Ellis Investment Partners, LLC
INCREASED86,06685,560+506+1%$8.9M$8.9M+$53.4K2026-10-21
Prairie Advisory, LLC
INCREASED86,03842,477+43,561+103%$4.4M$8.9M+$4.5M2026-10-19
Ashton Thomas Private Wealth, LLC
DECREASED85,32587,246-1,921-2%$9.1M$8.9M-$198.7K2026-11-03
Lodestar Private Asset Management LLC
DECREASED84,02395,299-11,276-12%$9.9M$8.7M-$1.2M2026-10-26
Patten & Patten Inc
INCREASED82,80581,333+1,472+2%$8.4M$8.6M+$153.7K2026-10-26
Birch Hill Investment Advisors LLC
INCREASED82,76482,689+75+0%$8.6M$8.6M+$8.6K2026-10-16
Investment Partners, Ltd.
INCREASED82,59741,681+40,916+98%$4.3M$8.6M+$4.3M2026-10-29
First National Trust Co
DECREASED82,25985,925-3,666-4%$8.9M$8.5M-$380.0K2026-10-28
Ironwood Financial, llc
DECREASED81,04181,945-904-1%$8.5M$8.4M-$40.7K2026-10-20
Beirne Wealth Consulting Services, LLC
DECREASED80,71581,873-1,158-1%$8.5M$8.4M-$119.6K2026-10-19
New England Private Wealth Advisors LLC
UNCHANGED78,47878,47800%$8.1M$8.2M+$37.7K2026-10-19
Harbor Investment Advisory, LLC
DECREASED76,70076,734-340%$8.0M$8.0M-$2.8K2026-10-13
LCM Capital Management Inc
DECREASED76,30476,825-521-1%$8.0M$7.9M-$53.4K2026-10-20
NBT Bank, N.A.
DECREASED75,43477,799-2,365-3%$8.1M$7.8M-$244.9K2026-10-21
Sowell Financial Services LLC
INCREASED75,04972,732+2,317+3%$7.6M$7.8M+$241.4K2026-10-23
Sepio Capital, LP
INCREASED74,99574,988+7+0%$7.8M$7.8M+$1.5K2026-10-22
First Hawaiian Bank
DECREASED74,60474,990-386-1%$7.8M$7.8M-$39.4K2026-10-14
GreatBanc Trust Co
INCREASED74,50068,800+5,700+8%$7.1M$7.7M+$592.9K2026-11-04
Baron Financial Group, LLC
DECREASED74,15674,534-378-1%$7.7M$7.7M-$38.5K2026-10-09
City Holding Co
INCREASED73,65770,747+2,910+4%$7.3M$7.7M+$303.0K2026-10-19
Foundation Wealth Management, Llc\pa
DECREASED73,57990,900-17,321-19%$9.4M$7.6M-$1.8M2026-10-14
Cooke Wealth Management, LLC
DECREASED73,57974,031-452-1%$7.7M$7.6M-$46.2K2026-10-13
Rakuten Investment Management, Inc.
DECREASED73,21473,784-570-1%$7.6M$7.7M+$20.8K2026-10-30
Allen Mooney & Barnes Investment Advisors LLC
DECREASED73,14377,190-4,047-5%$8.0M$7.6M-$419.7K2026-10-08
Angeles Investment Advisors, LLC
UNCHANGED72,73572,73500%$7.6M$7.6M+$7272026-10-22
NTV Asset Management LLC
INCREASED72,49652,664+19,832+38%$5.5M$7.5M+$2.1M2026-10-23
Endowment Wealth Management, Inc.
INCREASED72,40766,584+5,823+9%$6.9M$7.5M+$605.6K2026-11-03
James Investment Research, Inc.
DECREASED71,99872,038-400%$7.5M$7.5M-$3.5K2026-10-22
First Citizens Financial Corp
DECREASED71,83874,689-2,851-4%$7.8M$7.5M-$295.4K2026-10-02
Pinnacle Wealth Planning Services, Inc.
DECREASED70,74787,735-16,988-19%$9.1M$7.3M-$1.8M2026-10-27
Powell Investment Advisors, LLC
DECREASED69,59070,899-1,309-2%$7.4M$7.2M-$135.3K2026-10-22
Forvis Mazars Wealth Advisors, LLC
DECREASED68,94073,509-4,569-6%$7.6M$7.2M-$473.9K2026-10-13
Compound Planning, Inc.
INCREASED67,61466,785+829+1%$6.9M$7.0M+$86.8K2026-11-05
Macroview Investment Management LLC
DECREASED67,57067,589-190%$7.0M$7.0M-$1.3K2026-10-26
ERn Financial, LLC
DECREASED67,20967,864-655-1%$7.0M$7.0M-$67.4K2026-10-28
Midwest Professional Planners, Ltd.
INCREASED66,95366,600+353+1%$6.9M$7.0M+$37.4K2026-10-29
Delta Financial Advisors LLC
UNCHANGED66,87666,87600%$6.9M$6.9M+$6692026-10-27
Compass Financial Group, Inc. (Ohio)
INCREASED66,56658,343+8,223+14%$6.1M$6.9M+$854.9K2026-10-19
LBJ Family Wealth Advisors, Ltd.
DECREASED66,38366,885-502-1%$6.9K$6.9K-$222026-10-01
Wealthcare Advisory Partners LLC
INCREASED65,96963,743+2,226+3%$6.6M$6.9M+$232.0K2026-10-21
Connecticut Wealth Management, LLC
UNCHANGED65,79065,79000%$6.8M$6.8M+$6572026-10-13
Pathway Financial Advisors LLC
INCREASED65,02264,356+666+1%$6.7M$6.8M+$38.3K2026-10-07
Parkway Wealth Management Group, LLC
DECREASED64,96765,648-681-1%$6.8M$6.7M-$70.0K2026-10-20
Cedar Mountain Advisors, LLC
INCREASED64,91364,770+143+0%$6.7M$6.7M+$15.5K2026-10-15
RMR Wealth Builders
INCREASED64,26663,908+358+1%$6.6M$6.7M+$37.8K2026-10-22
Paragon Capital Management Ltd
DECREASED64,26464,265-10%$6.7M$6.7M+$4352026-10-09
Fifth Third Securities, Inc.
INCREASED62,9789,099+53,879+592%$945.2K$6.5M+$5.6M2026-10-21
Burke & Herbert Bank & Trust Co
INCREASED62,97061,748+1,222+2%$6.4M$6.5M+$127.6K2026-11-02
Innova Wealth Partners
INCREASED62,74614,107+48,639+345%$1.5M$6.5M+$5.1M2026-10-21
Gerber Kawasaki Wealth & Investment Management
INCREASED62,66161,678+983+2%$6.4M$6.5M+$102.8K2026-10-29
Paladin Partners, LLC
INCREASED62,33760,655+1,682+3%$6.3M$6.5M+$175.2K2026-10-06
Aaron Wealth Advisors LLC
DECREASED62,32163,106-785-1%$6.6M$6.5M-$80.9K2026-10-13
Providence First Trust Co
DECREASED61,51365,905-4,392-7%$6.8M$6.4M-$455.6K2026-11-02
Schneider Downs Wealth Management Advisors, LP
DECREASED60,59361,137-544-1%$6.4M$6.3M-$55.9K2026-10-27
Nvwm, LLC
INCREASED60,36450,991+9,373+18%$5.3M$6.3M+$974.4K2026-10-14
Assetmark, Inc
INCREASED60,07055,542+4,528+8%$5.8M$6.2M+$471.0K2026-10-21
Gryphon Financial Partners LLC
DECREASED59,50059,505-50%$6.2M$6.2M+$252026-11-04
Pinnacle Bancorp, Inc.
INCREASED59,41059,225+185+0%$6.2M$6.2M+$19.8K2026-10-21
Visionary Wealth Advisors
INCREASED59,37259,021+351+1%$6.1M$6.2M+$37.0K2026-11-04
Meridian Wealth Management, LLC
INCREASED58,64357,614+1,029+2%$6.0M$6.1M+$107.5K2026-11-05
Grey Fox Wealth Advisors, LLC
DECREASED58,62058,803-1830%$6.1M$6.1M-$18.4K2026-11-03
Dynamic Wealth Strategies, LLC
DECREASED58,03159,249-1,218-2%$6.2M$6.0M-$125.9K2026-10-16
Arcataur Capital Management LLC
DECREASED57,86458,189-325-1%$6.0M$6.0M-$33.2K2026-10-21
Vise Technologies, Inc.
INCREASED57,78541,271+16,514+40%$4.3M$6.0M+$1.7M2026-10-29
Weaver Capital Management LLC
DECREASED57,75085,460-27,710-32%$8.3M$6.0M-$2.3M2026-10-15
Mullaney, Keating & Wright, Inc.
DECREASED57,47458,681-1,207-2%$6.1M$6.0M-$124.8K2026-10-19
Ramsay, Stattman, Vela & Price, Inc.
DECREASED57,43858,733-1,295-2%$6.1M$6.0M-$134.0K2026-10-19
Ferguson Wellman Capital Management, Inc
DECREASED57,24857,738-490-1%$6.0M$5.9M-$50.3K2026-10-05
Moller Wealth Partners
DECREASED56,79157,755-964-2%$6.0M$5.9M-$99.6K2026-10-15
Flower City Capital
DECREASED56,58356,815-2320%$5.9M$5.9M-$23.5K2026-10-15
Krane Financial Solutions LLC
INCREASED56,52456,485+39+0%$5.9M$5.9M+$4.7K2026-10-30
Capital Advisors, Ltd. LLC
INCREASED56,30954,592+1,717+3%$5.7K$5.9K+$1792026-10-27
NWF Advisory Services Inc.
INCREASED56,19552,072+4,123+8%$5.4M$5.8M+$428.9K2026-10-19
AGF Management LTD
INCREASED55,44555,086+359+1%$5.7M$5.8M+$37.8K2026-11-03
Able Financial Group, LLC
DECREASED55,16555,428-2630%$5.8M$5.7M-$26.8K2026-10-14
Apollon Wealth Management, LLC
INCREASED54,28953,201+1,088+2%$5.5M$5.6M+$113.5K2026-10-23
Mission Wealth Management, LP
DECREASED53,88170,180-16,299-23%$7.3M$5.6M-$1.7M2026-10-15
Santori & Peters, Inc.
INCREASED53,81651,717+2,099+4%$5.4M$5.6M+$218.6K2026-10-26
Crescent Grove Advisors, LLC
INCREASED53,40053,092+308+1%$5.5M$5.5M+$32.6K2026-10-21
Studio Investment Management LLC
INCREASED53,16214,106+39,056+277%$1.5M$5.5M+$4.1M2026-10-22
Gemmer Asset Management LLC
DECREASED52,68353,756-1,073-2%$5.6M$5.5M-$110.9K2026-10-16
Thompson Siegel & Walmsley LLC
DECREASED52,54054,201-1,661-3%$5.6M$5.5M-$172.0K2026-11-05
Smith & Howard Wealth Management, LLC
DECREASED52,20653,241-1,035-2%$5.5M$5.4M-$107.0K2026-10-27
Solstein Capital, LLC
INCREASED51,90551,881+24+0%$5.4M$5.4M+$3.0K2026-11-02
Halbert Hargrove Global Advisors, LLC
DECREASED51,80052,830-1,030-2%$5.5M$5.4M-$106.5K2026-10-16
Milestone Asset Management, LLC
INCREASED51,51911,184+40,335+361%$1.2M$5.4M+$4.2M2026-10-15
FSA Wealth Partners, Inc.
INCREASED51,47449,549+1,925+4%$5.1M$5.3M+$200.5K2026-10-26
NYL Investors LLC
INCREASED51,23245,239+5,993+13%$4.7M$5.3M+$623.1K2026-11-03
Apella Capital, LLC
INCREASED50,78625,314+25,472+101%$2.6M$5.2M+$2.6M2026-10-08
Harbour Trust & Investment Management Co
DECREASED50,62556,106-5,481-10%$5.8M$5.3M-$568.9K2026-10-28
CFS Investment Advisory Services, LLC
DECREASED50,22251,149-927-2%$5.3M$5.2M-$104.3K2026-10-19
JFS Wealth Advisors, LLC
DECREASED50,15451,347-1,193-2%$5.3M$5.2M-$123.4K2026-11-03
Penobscot Investment Management Company, Inc.
DECREASED49,95649,960-40%$5.2M$5.2M+$842026-10-26
Atlantic Edge Private Wealth Management, LLC
DECREASED48,95249,394-442-1%$5.1M$5.1M-$45.4K2026-10-20
Texas Bank & Trust Co
INCREASED48,71048,025+685+1%$5.0M$5.1M+$71.6K2026-11-04
Fragasso Financial Advisors Inc
DECREASED47,63447,878-244-1%$5.0M$4.9M-$48.2K2026-10-13
Thrive Wealth Management, LLC
INCREASED47,33644,506+2,830+6%$4.6M$4.9M+$294.5K2026-10-13
Sigma Investment Counselors Inc
INCREASED47,29641,406+5,890+14%$4.3M$4.9M+$612.3K2026-10-27
Hudson Edge Investment Partners Inc.
UNCHANGED47,19647,19600%$4.9M$4.9M+$4722026-10-28
Leverty Financial Group, LLC
DECREASED46,90046,970-700%$4.9M$4.9M-$6.8K2026-10-08
Tarbox Family Office, Inc.
DECREASED46,37847,265-887-2%$4.9M$4.8M-$91.7K2026-10-23
McKinley Carter Wealth Services, Inc.
DECREASED46,31449,278-2,964-6%$5.1M$4.8M-$307.5K2026-10-16
Navigation Group, LLC
UNCHANGED46,25146,25100%$4.8M$4.8M+$4622026-10-28
Northern Lights Advisors, Inc.
DECREASED45,93346,675-742-2%$4.8M$4.8M-$76.7K2026-10-21
Farmers & Merchants Investments Inc
INCREASED45,29745,267+30+0%$4.7M$4.7M+$3.6K2026-10-22
Heritage Family Offices, LLP
DECREASED45,24958,846-13,597-23%$6.1M$4.7M-$1.4M2026-11-02
Davenport & Co LLC
DECREASED45,04561,167-16,122-26%$6.4M$4.7M-$1.7M2026-10-14
Schear Investment Advisers, LLC
NEW44,793—+44,793——$4.7M—2026-10-14
Tempo Wealth, LLC
DECREASED44,79345,952-1,159-3%$4.8M$4.7M-$120.0K2026-10-14
Pinnacle Associates LTD
INCREASED44,00543,755+250+1%$4.5M$4.6M+$26.4K2026-10-20
Rainier Family Wealth Inc
INCREASED43,71639,036+4,680+12%$4.1M$4.5M+$486.6K2026-11-02
Dumont & Blake Investment Advisors LLC
INCREASED43,43343,336+97+0%$4.5M$4.5M+$10.5K2026-10-28
Founders Grove Wealth Partners, LLC
DECREASED43,27644,126-850-2%$4.6M$4.5M-$87.9K2026-10-16
True Link Financial Advisors, LLC
INCREASED43,27340,810+2,463+6%$4.2M$4.5M+$256.3K2026-10-27
Gerald Baker Financial Group LLC
DECREASED43,01343,077-640%$4.5M$4.5M-$6.2K2026-10-09
Sterling Investment Advisors LLC
DECREASED42,19842,336-1380%$4.4M$4.4M-$13.9K2026-10-27
Glass Jacobson Investment Advisors llc
DECREASED41,97542,071-960%$4.4M$4.4M-$9.6K2026-10-26
MPS Loria Financial Planners, LLC
INCREASED41,63033,846+7,784+23%$3.5M$4.3M+$808.9K2026-10-14
XML Financial, LLC
INCREASED41,61739,563+2,054+5%$4.1M$4.3M+$213.8K2026-10-29
Sheets Smith Wealth Management
UNCHANGED41,20041,20000%$4.3M$4.3M+$4122026-10-16
First Citizens Bank & Trust Co
DECREASED41,11645,730-4,614-10%$4.8M$4.3M-$478.9K2026-10-14
Larson Financial Group LLC
INCREASED40,37325,224+15,149+60%$2.6M$4.2M+$1.6M2026-11-05
Phillips Financial Management, LLC
DECREASED39,91340,803-890-2%$4.2M$4.1M-$92.1K2026-10-19
Argos Wealth Advisors, LLC
DECREASED39,75040,884-1,134-3%$4.2M$4.1M-$117.4K2026-11-02
Eclectic Associates Inc
INCREASED39,47338,752+721+2%$4.0M$4.1M+$75.3K2026-10-09
Allen Investment Management, LLC
UNCHANGED39,38739,38700%$4.1M$4.1M+$3932026-11-03
First Interstate Bank
DECREASED39,19739,997-800-2%$4.2M$4.1M-$82.7K2026-10-23
Richwood Investment Advisors, LLC
INCREASED39,14438,520+624+2%$4.0M$4.1M+$65.3K2026-10-30
Dynamic Advisor Solutions LLC
DECREASED39,11051,634-12,524-24%$5.4M$4.1M-$1.3M2026-10-13
Simon Quick Advisors, LLC
INCREASED38,29735,108+3,189+9%$3.6M$4.0M+$331.7K2026-10-26
Summit Financial Strategies, Inc.
DECREASED38,25840,486-2,228-5%$4.2M$4.0M-$231.0K2026-10-14
Brian LOW Financial Group, LLC
INCREASED38,15637,268+888+2%$3.9M$4.0M+$92.7K2026-10-28
First Nebraska Trust Co
INCREASED38,05937,789+270+1%$3.9M$4.0M+$28.3K2026-10-30
Acropolis Investment Management, LLC
DECREASED38,00638,331-325-1%$4.0M$3.9M-$33.4K2026-10-08
Curbstone Financial Management Corp
DECREASED37,98338,783-800-2%$4.0M$3.9M-$82.7K2026-10-21
Plancorp, LLC
INCREASED37,97914,931+23,048+154%$1.5M$3.9M+$2.4M2026-11-03
Hengehold Capital Management LLC
DECREASED37,93437,940-60%$3.9M$3.9M-$2442026-10-16
PFW Advisors LLC
DECREASED37,51638,309-793-2%$4.0M$3.9M-$82.0K2026-10-07
Greenfield Savings Bank
INCREASED37,35836,265+1,093+3%$3.8M$3.9M+$113.9K2026-10-07
Central Pacific Bank - Trust Division
DECREASED37,25537,507-252-1%$3.9M$3.9M-$25.8K2026-10-06
Rockland Trust Co
INCREASED36,75635,265+1,491+4%$3.7M$3.8M+$155.3K2026-10-05
First Bancorp, Inc
UNCHANGED36,71236,71200%$3.8M$3.8M+$3672026-10-26
Breakthru Advisory Services, LLC
UNCHANGED36,26036,26000%$3.8M$3.8M+$3622026-10-13
Strategy Asset Managers LLC
INCREASED36,21435,578+636+2%$3.7M$3.8M+$66.5K2026-10-14
Virtue Asset Management LLC
INCREASED35,86435,611+253+1%$3.7M$3.7M+$26.6K2026-10-21
Krilogy Financial LLC
INCREASED35,60135,591+10+0%$3.7M$3.7M-$28.5K2026-10-13
Balefire, LLC
DECREASED35,53941,478-5,939-14%$4.3M$3.7M-$616.6K2026-10-09
Brookstone Capital Management
INCREASED35,44532,181+3,264+10%$3.3M$3.7M+$339.5K2026-10-22
Pettinga Financial Advisors LLC
DECREASED35,42337,930-2,507-7%$3.9M$3.7M-$260.1K2026-10-13
Defined Wealth Management, LLC
DECREASED35,41835,776-358-1%$3.7M$3.7M-$36.8K2026-10-19
Palisade Asset Management, LLC
DECREASED35,17436,882-1,708-5%$3.8M$3.7M-$177.1K2026-11-03
Wealth Analytics Partners, LLC
DECREASED35,06935,960-891-2%$3.7M$3.6M-$95.1K2026-10-19
Orgel Wealth Management, LLC
DECREASED34,89735,489-592-2%$3.7M$3.6M-$61.1K2026-10-14
Fort Washington Investment Advisors Inc
DECREASED34,76135,898-1,137-3%$3.7M$3.6M-$117.8K2026-10-15
Evanson Financial, LLC
DECREASED34,58734,677-900%$3.6M$3.6M-$9.0K2026-10-23
Eukles Asset Management
INCREASED33,98228,353+5,629+20%$2.9M$3.5M+$585.1K2026-11-04
Independent Financial Group, LLC
DECREASED33,94333,952-90%$3.5M$3.5M-$6292026-10-13
Flagship Wealth Advisors, LLC
DECREASED33,86435,024-1,160-3%$3.6M$3.5M-$120.2K2026-11-03
Graves Light Lenhart Wealth, Inc.
DECREASED33,77534,866-1,091-3%$3.6M$3.5M-$113.0K2026-10-09
MGO One Seven LLC
DECREASED33,76741,182-7,415-18%$4.3M$3.5M-$769.9K2026-10-28
Evergreen Capital Management LLC
UNCHANGED33,62433,62400%$3.5M$3.5M+$3362026-10-23
Prime Capital Investment Advisors, LLC
DECREASED33,453588,054-554,601-94%$61.1M$3.5M-$57.6M2026-10-20
Eastern Bank
INCREASED33,33230,113+3,219+11%$3.1M$3.5M+$334.7K2026-10-05
Independence Wealth Advisors, LLC
INCREASED33,28832,350+938+3%$3.4M$3.5M+$97.8K2026-10-29
Morton Brown Family Wealth, LLC
DECREASED33,12433,246-1220%$3.5M$3.4M-$12.3K2026-10-23
1834 Investment Advisors Co
DECREASED33,02533,744-719-2%$3.5M$3.4M-$74.4K2026-10-16
Atticus Wealth Management, LLC
INCREASED32,88029,860+3,020+10%$3.1M$3.4M+$314.1K2026-10-20
J. Safra Sarasin Holding AG
UNCHANGED32,84032,84000%$3.2M$3.2M+$7.3K2026-10-26
LTG Capital LLC
DECREASED32,82733,158-331-1%$3.4M$3.4M-$34.1K2026-11-04
Salus Financial Advisors, LLC
DECREASED32,79232,883-910%$3.4M$3.4M-$9.1K2026-10-20
CMG Global Holdings, LLC
INCREASED32,64532,098+547+2%$3.3M$3.4M+$57.2K2026-10-14
Carnegie Investment Counsel
INCREASED32,60232,300+302+1%$3.4M$3.4M+$31.7K2026-10-20
Laurel Wealth Advisors LLC
DECREASED32,49735,967-3,470-10%$3.7M$3.4M-$360.1K2026-10-27
CX Institutional
INCREASED32,46431,010+1,454+5%$3.2K$3.4K+$1522026-10-02
Canandaigua National Trust Co of Florida
NEW32,446—+32,446——$3.4M—2026-10-07
McAdam, LLC
INCREASED32,37531,381+994+3%$3.3M$3.4M+$103.6K2026-10-21
Flagstar Securities, Inc
DECREASED32,37332,390-170%$3.4M$3.4M-$1.5K2026-10-15
Etesian Wealth Advisors, Inc.
DECREASED31,95932,418-459-1%$3.4M$3.3M-$47.4K2026-10-27
Boltwood Capital Management
DECREASED31,75231,827-750%$3.3M$3.3M-$7.5K2026-10-02
Peoples Financial Services Corp.
DECREASED31,53231,808-276-1%$3.3M$3.3M-$28.4K2026-10-20
Klingman & Associates, LLC
DECREASED31,35931,571-212-1%$3.3M$3.3M-$21.7K2026-10-20
Ashford Advisors, LLC
DECREASED31,33035,040-3,710-11%$3.6M$3.3M-$385.1K2026-11-02
Probity Advisors, Inc.
DECREASED31,21331,376-163-1%$3.3M$3.2M-$16.6K2026-10-23
B. Riley Wealth Advisors, Inc.
DECREASED30,98932,618-1,629-5%$3.4M$3.2M-$154.9K2026-10-13
Neumann Capital Management, LLC
INCREASED30,97929,860+1,119+4%$3.1M$3.2M+$116.6K2026-10-15
Beutel, Goodman & Co Ltd.
DECREASED30,94331,277-334-1%$3.2M$3.2M-$33.0K2026-11-04
Johnson & White Wealth Management, LLC
DECREASED30,83931,030-191-1%$3.2M$3.2M-$19.5K2026-11-03
StoryOne LLC
INCREASED30,48817,395+13,093+75%$1.8M$3.2M+$1.4M2026-10-13
Columbia Bank
INCREASED30,19929,766+433+1%$3.1M$3.1M+$45.3K2026-10-29
Elyxium Wealth, LLC
UNCHANGED30,17530,17500%$3.1M$3.1M+$3022026-10-27
Bluedoor Private Wealth, LLC
DECREASED30,08330,269-186-1%$3.1M$3.1M-$19.1K2026-11-05
Daymark Wealth Partners, LLC
DECREASED29,74630,528-782-3%$3.2M$3.1M-$80.9K2026-11-04
ASL Financial, LLC
INCREASED29,71729,577+140+0%$3.1M$3.1M+$14.8K2026-10-15
Appleton Partners Inc
INCREASED29,67229,467+205+1%$3.1M$3.1K-$3.1M2026-10-30
Mondrian Investment Partners LTD
DECREASED29,654560,248-530,594-95%$58.2M$3.1M-$55.1M2026-10-23
Steph & Co
INCREASED29,56928,416+1,153+4%$3.0M$3.1M+$120.1K2026-10-07
William Howard & Co Financial Advisors Inc
DECREASED29,54029,595-550%$3.1M$3.1M-$5.5K2026-11-04
Trek Financial, LLC
INCREASED29,44728,744+703+2%$3.0M$3.1M+$73.3K2026-10-29
Financial Synergies Wealth Advisors, Inc.
DECREASED29,41829,501-830%$3.1M$3.1M-$8.3K2026-10-16
TSG Advice Partners, LLC
NEW29,155—+29,155——$3.0M—2026-10-29
Private Trust Co NA
INCREASED29,12129,032+89+0%$3.0M$3.0M+$9.5K2026-10-20
Inman Jager Wealth Management, LLC
INCREASED29,03528,998+37+0%$3.0M$3.0M+$4.1K2026-11-05
BAR Harbor Wealth Management
DECREASED29,02729,113-860%$3.0M$3.0M-$8.6K2026-10-21
Sagespring Wealth Partners, LLC
INCREASED28,95327,622+1,331+5%$2.9M$3.0M+$138.6K2026-10-22
AlphaCore Capital LLC
INCREASED28,93821,613+7,325+34%$2.2M$3.0M+$761.2K2026-11-04
Montis Financial, LLC
DECREASED28,69828,831-1330%$3.0M$3.0M-$13.5K2026-11-04
Woodstock Corp
DECREASED28,53028,580-500%$3.0M$3.0M-$4.9K2026-10-13
First Heartland Consultants, Inc.
DECREASED28,46929,997-1,528-5%$3.1M$3.0M-$158.4K2026-10-08
Trust Co of Toledo NA
INCREASED28,07227,886+186+1%$2.9M$2.9M+$19.6K2026-10-16
Hubbell Strickland Wealth Management, LLC
INCREASED28,07127,376+695+3%$2.8M$2.9M+$72.6K2026-10-29
Lanark Financial, Inc.
DECREASED27,61428,554-940-3%$3.0M$2.9M-$97.5K2026-10-26
KG Capital Management
INCREASED27,49326,624+869+3%$2.8M$2.9M+$90.5K2026-10-15
Chemung Canal Trust Co
INCREASED26,99021,590+5,400+25%$2.2M$2.8M+$561.2K2026-11-04
Atlas Brown,Inc.
DECREASED26,91627,103-187-1%$2.8M$2.8M-$19.2K2026-10-09
VestGen Advisors, LLC
DECREASED26,57427,746-1,172-4%$2.9M$2.8M-$121.5K2026-10-27
Smithbridge Asset Management Inc
INCREASED26,5083,890+22,618+581%$404.1K$2.8M+$2.3M2026-10-19
Montecito Bank & Trust
DECREASED26,47926,566-870%$2.8M$2.8M-$8.8K2026-10-01
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED26,42823,021+3,407+15%$2.4M$2.7M+$354.2K2026-10-27
Mccarter Private Wealth Services LLC
DECREASED26,41226,612-200-1%$2.8M$2.7M-$20.5K2026-10-22
Serenity Investment Advisors
UNCHANGED26,41026,41000%$2.8M$2.7M-$91.4K2026-10-30
WBH Advisory Inc
DECREASED26,27627,861-1,585-6%$2.9M$2.7M-$164.3K2026-11-05
BLB&B Advisors, LLC
DECREASED26,20826,268-600%$2.7M$2.7M-$6.0K2026-10-27
Intrua Financial, LLC
DECREASED26,05426,254-200-1%$2.7M$2.7M-$20.5K2026-10-28
Congress Asset Management Co
DECREASED25,95526,040-850%$2.7M$2.7M-$8.6K2026-10-06
Associated Banc-Corp
INCREASED25,87325,490+383+2%$2.6M$2.7M+$40.0K2026-10-30
Wedbush Securities Inc
INCREASED25,86123,093+2,768+12%$2.4M$2.7K-$2.4M2026-10-22
Naples Global Advisors, LLC
UNCHANGED25,82025,82000%$2.7M$2.7M+$2582026-11-05
Sachem Hill LLC
DECREASED25,64626,001-355-1%$2.7M$2.7M-$36.6K2026-10-14
Welch & Forbes LLC
DECREASED25,61227,093-1,481-5%$2.8M$2.7M-$153.6K2026-11-04
Marquette Asset Management, LLC
DECREASED25,38327,862-2,479-9%$2.9M$2.6M-$257.3K2026-10-09
Maple Capital Management, Inc.
UNCHANGED25,33925,33900%$2.6M$2.6M+$2542026-11-02
Shoker Investment Counsel, Inc.
UNCHANGED25,25325,25300%$2.6M$2.6M+$2532026-11-04
Childress Capital Advisors, LLC
INCREASED25,22024,691+529+2%$2.6M$2.6M+$55.2K2026-10-28
Glenview Trust Co
UNCHANGED25,19025,19000%$2.6M$2.6M+$2522026-10-28
Horizons Wealth Management
NEW25,112—+25,112——$2.6M—2026-10-05
First Financial Corp
UNCHANGED25,09925,09900%$2.6M$2.6M+$2512026-10-13
Commonwealth Financial Services, LLC
DECREASED25,07940,131-15,052-38%$4.2M$2.6M-$1.6M2026-10-20
Anchyra Partners LLC
INCREASED25,06523,637+1,428+6%$2.5M$2.6M+$148.6K2026-10-13
GEM Asset Management, LLC
UNCHANGED24,97424,97400%$2.6M$2.6M+$2502026-10-13
PW Nova Financial Services LLC
DECREASED24,83732,058-7,221-23%$3.3M$2.6M-$749.8K2026-10-15
Certuity, LLC
INCREASED24,77712,554+12,223+97%$1.3M$2.6M+$1.3M2026-11-02
B&D White Capital Company, LLC
UNCHANGED24,69124,69100%$2.6M$2.6M+$2472026-11-02
Viewpoint Capital Management LLC
DECREASED24,63625,593-957-4%$2.7M$2.6M-$99.2K2026-10-27
Alpha Advisors, LLC
UNCHANGED24,35524,35500%$2.5M$2.5M+$2432026-10-19
Genus Capital Management Inc.
DECREASED24,33725,391-1,054-4%$2.6M$2.5M-$109.2K2026-11-04
Monument Capital Management
DECREASED24,22124,310-890%$2.5M$2.5M-$9.0K2026-10-09
Country Trust Bank
DECREASED23,82824,060-232-1%$2.5M$2.5M-$23.9K2026-10-30
Florida Trust Wealth Management Co
DECREASED23,78824,048-260-1%$2.5M$2.5M-$26.8K2026-11-05
Live Oak Private Wealth LLC
UNCHANGED23,59823,59800%$2.5M$2.5M+$2362026-11-02
Quadrant Capital Group LLC
DECREASED23,45844,605-21,147-47%$4.6M$2.4M-$2.2M2026-10-20
Clear Harbor Asset Management, LLC
INCREASED23,11419,597+3,517+18%$2.0M$2.4M+$365.6K2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED23,02523,499-474-2%$2.4M$2.4K-$2.4M2026-10-14
Nicholas Hoffman & Company, Llc.
UNCHANGED22,73622,73600%$2.4M$2.4M+$2282026-10-30
James J. Burns & Company, LLC
DECREASED22,68122,790-1090%$2.4M$2.4M-$11.1K2026-10-22
Lexington Hill Partners, LLC
UNCHANGED22,60422,60400%$2.3M$2.3M+$2262026-10-13
TCI Wealth Advisors, Inc.
INCREASED22,51919,852+2,667+13%$2.1M$2.3M+$277.3K2026-10-30
Busey Bank
UNCHANGED22,46822,46800%$2.3M$2.3M+$2242026-10-26
Integrated Advisors Network LLC
DECREASED22,38023,276-896-4%$2.4M$2.3M-$92.9K2026-10-20
Fairway Wealth LLC
UNCHANGED22,19622,19600%$2.3M$2.3M+$2222026-10-30
Denver PWM, LLC
UNCHANGED22,16522,16500%$2.4M$2.3M-$105.3K2026-10-22
Americana Partners, LLC
INCREASED21,72221,721+10%$2.3M$2.3M+$2172026-10-28
Resonant Capital Advisors, LLC
UNCHANGED21,70721,70700%$2.3M$2.3M+$2172026-10-15
Wedmont Private Capital
INCREASED21,57319,369+2,204+11%$2.0M$2.2M+$194.8K2026-10-09
Parsons Capital Management Inc
INCREASED21,56819,367+2,201+11%$2.0M$2.2M+$228.9K2026-10-28
Fairman Group, LLC
UNCHANGED21,53521,53500%$2.2M$2.2M+$2152026-10-26
Davidson Trust Co
INCREASED21,53221,441+91+0%$2.2M$2.2M+$9.7K2026-10-09
Focused Alpha, LLC
UNCHANGED21,50721,50700%$2.2M$2.2M+$2162026-10-20
Valpey Financial Services, LLC
DECREASED21,39321,495-1020%$2.2M$2.2M-$10.4K2026-10-30
William John Sempolinski
INCREASED21,37020,970+400+2%$2.2M$2.2M+$41.8K2026-10-20
Breachway Investments LLC
INCREASED21,34221,313+29+0%$2.2M$2.2M+$3.2K2026-10-19
Biltmore Family Office, LLC
UNCHANGED21,27121,27100%$2.2M$2.2M+$2132026-11-03
Trust Co of Vermont
DECREASED21,25423,106-1,852-8%$2.4M$2.2M-$192.2K2026-10-21
GC Wealth Management RIA, LLC
DECREASED21,21025,670-4,460-17%$2.7M$2.2M-$463.0K2026-11-02
Warwick Investment Management, Inc.
UNCHANGED21,19221,19200%$2.2M$2.2M+$2122026-10-19
Fusion Family Wealth, LLC
UNCHANGED21,14021,14000%$2.2M$2.2M+$2112026-11-02
Retirement Planning Group, LLC
DECREASED21,05321,905-852-4%$2.3M$2.2M-$88.3K2026-10-19
LFA - Lugano Financial Advisors SA
INCREASED21,01419,699+1,315+7%$2.0M$2.2M+$136.8K2026-11-03
Ramiah Investment Group
DECREASED20,87728,099-7,222-26%$2.9M$2.2M-$750.0K2026-10-20
Berman McAleer LLC
DECREASED20,82820,878-500%$2.2M$2.2M-$5.0K2026-10-16
Global Strategic Investment Solutions, LLC
DECREASED20,73520,797-620%$2.2M$2.2M-$6.2K2026-10-16
Sage Mountain Advisors LLC
UNCHANGED20,51720,51700%$2.1M$2.1M+$2062026-11-02
Trinity Financial Advisors LLC
DECREASED20,41220,612-200-1%$2.1M$2.1M-$20.6K2026-10-09
Diversified Portfolios, Inc.
INCREASED20,25914,403+5,856+41%$1.5M$2.1M+$608.5K2026-11-04
Trail Ridge Investment Advisors, LLC
UNCHANGED20,17220,17200%$2.1M$2.1M+$2022026-10-16
Journey Advisory Group, LLC
INCREASED20,15518,967+1,188+6%$2.0M$2.1M+$123.6K2026-11-04
Hickory Point Bank & Trust
INCREASED20,09519,234+861+4%$2.0M$2.1M+$89.6K2026-10-01
Waldron Private Wealth LLC
DECREASED20,08620,482-396-2%$2.1M$2.1M-$40.9K2026-11-02
Chilton Capital Management LLC
INCREASED19,98319,954+29+0%$2.1M$2.1M+$3.2K2026-10-28
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED19,94919,968-190%$2.1M$2.1M-$1.8K2026-10-14
Advisor OS, LLC
INCREASED19,90319,468+435+2%$2.0M$2.1M+$45.4K2026-11-03
Goelzer Investment Management, Inc.
DECREASED19,83225,001-5,169-21%$2.6M$2.1M-$536.8K2026-10-16
Hall Laurie J Trustee
UNCHANGED19,77919,77900%$2.1M$2.1M+$1982026-10-06
Bank of New Hampshire
DECREASED19,68019,760-800%$2.1M$2.0M-$8.1K2026-10-06
Well Done, LLC
INCREASED19,65718,217+1,440+8%$1.9M$2.0M+$149.8K2026-10-20
Hiley Hunt Wealth Management
DECREASED19,62919,965-336-2%$2.1M$2.0M-$34.7K2026-10-08
Curated Wealth Partners LLC
DECREASED19,57819,810-232-1%$2.1M$2.0M-$23.9K2026-10-15
Lighthouse Financial LLC
DECREASED19,44521,804-2,359-11%$2.3M$2.0M-$244.9K2026-10-23
Abacus Planning Group, Inc.
UNCHANGED19,42819,42800%$2.0M$2.0M+$1942026-11-02
Great Waters Wealth Management
DECREASED19,36719,476-109-1%$2.0M$2.0M-$11.1K2026-10-07
Lyell Wealth Management, LP
UNCHANGED19,28619,28600%$2.0M$2.0M+$1932026-10-30
Tennessee Valley Asset Management Partners
DECREASED19,27819,306-280%$2.0M$2.0M-$2.7K2026-11-03
Veracity Capital LLC
DECREASED19,20521,009-1,804-9%$2.2M$2.0M-$187.2K2026-10-08
Rossmore Private Capital
UNCHANGED19,18419,18400%$2.0M$2.0M+$1912026-10-27
Tompkins Financial Corp
INCREASED19,16114,660+4,501+31%$1.5M$2.0M+$467.8K2026-10-05
Greenspring Advisors, LLC
INCREASED19,0989,549+9,549+100%$992.0K$2.0M+$992.2K2026-11-05
KFA Private Wealth Group, LLC
INCREASED18,91518,800+115+1%$2.0M$2.0M+$12.1K2026-10-07
Twele Capital Management, Inc.
DECREASED18,87218,881-90%$2.0M$2.0M-$7462026-10-13
Frank, Rimerman Advisors LLC
DECREASED18,77219,155-383-2%$2.0M$2.0M-$39.7K2026-10-16
Wealth Preservation Advisors, LLC
INCREASED18,7036,899+11,804+171%$716.7K$1.9M+$1.2M2026-11-05
Evermay Wealth Management LLC
DECREASED18,69319,046-353-2%$2.0M$1.9M-$36.5K2026-11-05
Legacy Capital Wealth Partners, LLC
DECREASED18,61719,981-1,364-7%$2.1M$1.9M-$141.5K2026-10-21
Plante Moran Financial Advisors, LLC
INCREASED18,25217,883+369+2%$1.9M$1.9M+$38.5K2026-11-04
Financial Discovery Group Inc
INCREASED18,18716,340+1,847+11%$1.7M$1.9M+$192.1K2026-11-03
Flagship Harbor Advisors, LLC
DECREASED18,16618,366-200-1%$1.9M$1.9M-$20.6K2026-10-26
Embree Financial Group
DECREASED18,07818,256-178-1%$1.9M$1.9M-$18.3K2026-10-22
BigSur Wealth Management LLC
UNCHANGED17,93817,93800%$1.9M$1.9M+$1802026-10-13
Michels Family Financial, LLC
INCREASED17,90317,636+267+2%$1.8M$1.9M+$27.9K2026-11-02
Legacy Wealth Partners, LLC
DECREASED17,70217,732-300%$1.8M$1.8M-$2.9K2026-10-15
MTM Investment Management, LLC
INCREASED17,65017,635+15+0%$1.8M$1.8M+$1.7K2026-10-30
Blue Zone Wealth Advisors, LLC
UNCHANGED17,53417,53400%$1.8M$1.8M+$1752026-10-19
Windsor Capital Management, LLC
DECREASED17,39317,689-296-2%$1.8M$1.8M-$30.7K2026-10-13
Savior LLC
INCREASED17,22517,080+145+1%$1.8M$1.8M+$15.2K2026-10-13
Rudd Co d/b/a Styre Wealth
NEW17,217—+17,217——$1.8M—2026-10-29
City Center Advisors, LLC
INCREASED17,10316,722+381+2%$1.7M$1.8M+$39.8K2026-10-08
HUB Investment Partners, LLC
DECREASED17,09419,180-2,086-11%$2.0M$1.8M-$216.5K2026-11-03
Norden Group LLC
DECREASED17,02517,246-221-1%$1.8M$1.8M-$22.8K2026-10-20
Equitable Trust Co
UNCHANGED17,00817,00800%$1.8M$1.8M+$1702026-10-13
Midland Wealth Advisors, LLC
DECREASED16,90216,973-710%$1.8M$1.8M-$7.2K2026-10-26
Greenwood Gearhart LLC
UNCHANGED16,82416,82400%$1.7M$1.7M+$1682026-11-02
SBI Securities Co., Ltd.
DECREASED16,81016,952-142-1%$1.8M$1.7M-$14.6K2026-10-22
Turtle Creek Wealth Advisors, LLC
DECREASED16,78418,039-1,255-7%$1.9M$1.7M-$129.7K2026-10-15
Bahl & Gaynor LLC
UNCHANGED16,70616,70600%$1.7M$1.7M+$1672026-11-05
LEE Danner & Bass Inc
UNCHANGED16,57416,57400%$1.7M$1.7M+$1662026-10-27
Indiana Trust & Investment Management Co
DECREASED16,50617,101-595-3%$1.8M$1.7M-$61.6K2026-10-22
TFC Financial Management, Inc.
DECREASED16,49416,694-200-1%$1.7M$1.7M-$20.6K2026-10-26
RFG Advisory, LLC
DECREASED16,45716,905-448-3%$1.8M$1.7M-$46.4K2026-11-03
Alpine Bank Wealth Management
UNCHANGED16,30716,30700%$1.7M$1.7M+$1632026-10-16
Clear Wave Wealth Management LLC
INCREASED16,27214,154+2,118+15%$1.5M$1.7M+$220.2K2026-11-04
Cambiar Investors LLC
DECREASED16,271140,573-124,302-88%$14.6M$1.7M-$12.9M2026-11-04
Legacy Advisors, LLC
INCREASED16,26115,549+712+5%$1.6M$1.7M+$74.1K2026-10-19
Cordgrass Capital Advisors, LLC
DECREASED16,24716,418-171-1%$1.7M$1.7M-$17.6K2026-10-30
Apeiron RIA LLC
INCREASED16,24115,305+936+6%$1.6M$1.7M+$80.0K2026-10-08
Harbour Capital Advisors, LLC
DECREASED16,21516,515-300-2%$1.7M$1.7M-$38.4K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED16,20316,069+134+1%$1.7M$1.7M+$29.9K2026-10-30
Kanawha Capital Management LLC
INCREASED16,07912,416+3,663+30%$1.3M$1.7M+$380.7K2026-10-19
North Star Investment Management Corp.
UNCHANGED15,92215,92200%$1.7M$1.7M+$1602026-10-27
Wingate Wealth Advisors, Inc.
INCREASED15,86815,815+53+0%$1.6M$1.6M+$5.7K2026-10-26
Legacy Bridge, LLC
DECREASED15,68915,769-80-1%$1.6M$1.6M-$8.2K2026-10-28
Trust Point Inc.
DECREASED15,62115,907-286-2%$1.7M$1.6M-$29.6K2026-10-27
Builder Investment Group Inc
UNCHANGED15,56215,56200%$1.6M$1.6M+$1552026-10-22
Factor Wealth Management LTD
DECREASED15,55215,955-403-3%$1.7M$1.6M-$41.7K2026-10-08
Sterling Investment Advisors, Ltd.
DECREASED15,44715,575-128-1%$1.6M$1.6M-$16.9K2026-10-27
Ballast Rock Private Wealth LLC
INCREASED15,4363,840+11,596+302%$398.9K$1.6M+$1.2M2026-10-26
Narus Financial Partners, LLC
DECREASED15,43615,925-489-3%$1.7M$1.6M-$50.6K2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED15,41013,897+1,513+11%$1.4M$1.6M+$157.3K2026-10-23
Patten Group, Inc.
DECREASED15,39815,589-191-1%$1.6M$1.6M-$19.7K2026-10-26
Firestone Capital Management
INCREASED15,31015,246+64+0%$1.6M$1.6M+$6.8K2026-11-03
Patriot Investment Management Group, Inc.
DECREASED15,30817,342-2,034-12%$1.8M$1.6M-$211.1K2026-10-15
HighRoad Wealth Advisors, LLC
DECREASED15,27315,301-280%$1.6M$1.6M-$2.7K2026-10-14
Affiance Financial, LLC
UNCHANGED15,26715,26700%$1.6M$1.6M+$1532026-10-15
Mainsail Asset Management, LLC
UNCHANGED15,26315,26300%$1.6M$1.6M+$13.6K2026-10-14
Cambridge Advisors Inc.
UNCHANGED15,18215,18200%$1.6M$1.6M+$1522026-10-19
Integrity Advisory Solutions, LLC
INCREASED15,0867,378+7,708+104%$766.4K$1.6M+$800.9K2026-10-29
Focus Financial Network, Inc.
DECREASED14,97017,213-2,243-13%$1.8M$1.6M-$232.9K2026-10-14
PKS Advisory Services, LLC
UNCHANGED14,89814,89800%$1.5M$1.5M$02026-10-26
Stordahl Capital Management, Inc.
INCREASED14,88714,843+44+0%$1.5M$1.5M+$4.7K2026-10-22
Matrix Asset Advisors Inc
DECREASED14,87814,881-30%$1.5M$1.5M-$592026-10-13
Wolff Financial Management LLC
DECREASED14,83315,327-494-3%$1.6M$1.5M-$51.2K2026-10-23
Park Edge Advisors, LLC
INCREASED14,7648,978+5,786+64%$932.7K$1.5M+$601.2K2026-10-28
Blue Trust, Inc.
DECREASED14,71018,516-3,806-21%$1.9M$1.5M-$395.2K2026-10-15
Sapient Capital LLC
INCREASED14,68513,823+862+6%$1.4M$1.5M+$89.7K2026-10-08
Sunburst Financial Group, LLC
UNCHANGED14,53314,53300%$1.5M$1.5M+$1452026-10-09
Emprise Bank
UNCHANGED14,42014,42000%$1.5M$1.5M+$1442026-10-07
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED14,36914,36900%$1.5M$1.5M+$1432026-10-30
Triasima Portfolio Management inc.
DECREASED14,33316,023-1,690-11%$1.7M$1.5M-$175.4K2026-10-15
Cahaba Wealth Management, Inc.
DECREASED14,20414,475-271-2%$1.5M$1.5M-$28.0K2026-10-26
Del-Sette Capital Management, LLC
UNCHANGED13,97713,97700%$1.5M$1.5M+$1402026-10-23
Sound Income Strategies, LLC
INCREASED13,75812,412+1,346+11%$1.3M$1.4M+$123.5K2026-10-09
Cordatus Wealth Management LLC
DECREASED13,73913,896-157-1%$1.4M$1.4M-$16.2K2026-10-19
CGN Advisors LLC
DECREASED13,61913,648-290%$1.4M$1.4M-$2.9K2026-10-21
Towerpoint Wealth, LLC
DECREASED13,60613,698-92-1%$1.4M$1.4M-$9.4K2026-10-13
Frederick Financial Consultants, LLC
INCREASED13,55513,265+290+2%$1.4M$1.4M+$30.3K2026-10-29
Axxcess Wealth Management, LLC
DECREASED13,313189,942-176,629-93%$19.7M$1.4M-$18.3M2026-10-21
Rebalance, LLC
UNCHANGED13,29113,29100%$1.4M$1.4M+$1332026-10-22
Riverbridge Partners LLC
INCREASED13,21811,472+1,746+15%$1.2M$1.4M+$181.5K2026-11-05
Keudell ison Wealth Management
UNCHANGED13,21313,21300%$1.4M$1.4M+$1332026-10-16
Long Road Investment Counsel, LLC
DECREASED13,15013,640-490-4%$1.4M$1.4M-$50.8K2026-11-04
Moneco Advisors, LLC
INCREASED13,10610,903+2,203+20%$1.1M$1.4M+$229.0K2026-11-05
Cyndeo Wealth Partners, LLC
DECREASED13,09213,117-250%$1.4M$1.4M-$2.5K2026-10-16
Flagship Private Wealth, LLC
INCREASED13,09011,245+1,845+16%$1.2M$1.4M+$191.7K2026-11-05
Plimoth Trust Co LLC
INCREASED12,9448,619+4,325+50%$895.3K$1.3M+$449.4K2026-10-26
Orrstown Financial Services Inc
DECREASED12,87112,917-460%$1.3M$1.3M-$4.7K2026-10-14
Genesee Capital Advisors, LLC
UNCHANGED12,85512,85500%$1.3M$1.3M+$1292026-10-20
Highland Capital Management, LLC
DECREASED12,81114,058-1,247-9%$1.5M$1.3M-$129.4K2026-10-26
Greenup Street Wealth Management LLC
DECREASED12,77512,937-162-1%$1.3M$1.3M-$16.7K2026-10-28
Nestegg Advisors, Inc.
INCREASED12,76812,060+708+6%$1.3M$1.3M+$73.7K2026-10-21
Brandywine OAK Private Wealth LLC
UNCHANGED12,68612,68600%$1.3M$1.3M+$1272026-10-23
Aspen Investment Management Inc
INCREASED12,68312,653+30+0%$1.3K$1.3M+$1.3M2026-11-05
Corundum Trust Company, Inc
DECREASED12,63912,656-170%$1.3M$1.3M-$1.6K2026-10-29
Park National Corp
UNCHANGED12,62012,62000%$1.3M$1.3M+$1272026-10-05
First Merchants Corp
INCREASED12,60712,537+70+1%$1.3M$1.3M+$7.4K2026-10-15
Insight Wealth Strategies, LLC
DECREASED12,57213,883-1,311-9%$1.4M$1.3M-$124.2K2026-10-09
Capital Investment Advisors, LLC
INCREASED12,50611,601+905+8%$1.2M$1.3M+$94.1K2026-10-22
Global Trust Wealth Management LLC
UNCHANGED12,48312,48300%$1.3M$1.3M+$1252026-10-14
Investmark Advisory Group LLC
INCREASED12,3976,347+6,050+95%$659.3K$1.3M+$628.6K2026-10-27
Eagle Rock Investment Company, LLC
INCREASED12,34610,809+1,537+14%$1.1M$1.3M+$159.8K2026-10-21
Park Capital Management, LLC / WI
DECREASED12,30912,482-173-1%$1.3M$1.3M-$17.8K2026-10-13
Roof Eidam Maycock Peralta, LLC
INCREASED12,30710,758+1,549+14%$1.1M$1.3M+$161.0K2026-10-15
High Net Worth Advisory Group LLC
UNCHANGED12,25012,25000%$1.3M$1.3M+$1232026-10-26
Jnba Financial Advisors
INCREASED12,2217,478+4,743+63%$776.8K$1.3M+$492.8K2026-11-03
JSF Financial, LLC
INCREASED12,13811,440+698+6%$1.2M$1.3M+$72.6K2026-10-22
Radnor Capital Management, LLC
UNCHANGED12,10012,10000%$1.3M$1.3M+$1212026-10-23
Salem Investment Counselors Inc
INCREASED12,0749,764+2,310+24%$1.0M$1.3M+$240.1K2026-10-13
Signaturefd, LLC
INCREASED11,99910,052+1,947+19%$1.0M$1.2M+$202.4K2026-10-23
Willow Creek Capital Management, Inc.
UNCHANGED11,97011,97000%$1.2M$1.2M$02026-10-16
Rose Capital Advisors LLC
INCREASED11,9086,210+5,698+92%$645.1K$1.2M+$592.1K2026-11-04
BridgePort Financial Solutions, LLC
DECREASED11,88311,892-90%$1.2M$1.2M-$8162026-11-02
Ironwood Wealth Management, Llc.
UNCHANGED11,87511,87500%$1.2M$1.2M+$1192026-10-28
Baron Wealth Management LLC
UNCHANGED11,83611,83600%$1.2M$1.2M+$1182026-10-27
Vaquero Private Wealth, LTD
UNCHANGED11,81611,81600%$1.2M$1.2M+$1182026-10-27
Financial Management Network Inc
DECREASED11,77911,846-67-1%$1.2M$1.2M+$4982026-10-09
Victory Financial Group, LLC
INCREASED11,77411,551+223+2%$1.2M$1.2M+$23.3K2026-10-27
Independent Wealth Network Inc.
INCREASED11,67311,650+23+0%$1.2M$1.2M+$2.5K2026-10-19
Keystone Wealth Services, LLC
UNCHANGED11,67311,67300%$1.2M$1.2M+$7.7K2026-11-03
Northeast Investment Management
UNCHANGED11,60911,60900%$1.2M$1.2M+$1162026-10-30
MidAtlantic Capital Management, Inc.
DECREASED11,60311,604-10%$1.2M$1.2M+$122026-11-05
Moody Lynn Lieberson & Walker, LLC
DECREASED11,51811,536-180%$1.2M$1.2M-$1.8K2026-10-14
TrinityBridge Ltd
INCREASED11,4826,232+5,250+84%$647.0K$1.2K-$645.8K2026-10-30
MSH Capital Advisors LLC
UNCHANGED11,37711,37700%$1.2M$1.2M+$1142026-11-03
Seven Post Investment Office LP
UNCHANGED11,26811,26800%$1.2M$1.2M+$1132026-10-26
Bright Financial Advisors, Inc.
DECREASED11,26411,362-98-1%$1.2M$1.2M-$10.1K2026-10-23
Truefg, LLC
INCREASED11,24411,170+74+1%$1.2M$1.2M+$7.8K2026-10-15
Eagle Strategies LLC
INCREASED11,24211,208+34+0%$1.2M$1.2M+$3.6K2026-10-16
Ledyard National Bank
DECREASED11,20611,229-230%$1.2M$1.2M-$2.3K2026-10-21
Cadent Capital Advisors, LLC
UNCHANGED11,11011,11000%$1.2M$1.2M+$1112026-10-09
Reston Wealth Management LLC
INCREASED11,07210,437+635+6%$1.1M$1.2M+$66.1K2026-10-29
Mission Financial Group, LLC
INCREASED11,0199,523+1,496+16%$989.3K$1.1M+$155.5K2026-10-21
David J Yvars Group
DECREASED11,01911,069-500%$1.1M$1.1M-$5.1K2026-10-09
Bath Savings Trust Co
INCREASED11,01210,574+438+4%$1.1M$1.1M+$45.6K2026-10-07
Redwood Park Advisors LLC
UNCHANGED10,94610,94600%$1.1M$1.1M+$1092026-11-02
Oakworth Capital, Inc.
UNCHANGED10,86810,86800%$1.1M$1.1M+$1092026-10-26
Breakwater Capital Group
UNCHANGED10,80010,80000%$1.1M$1.1M+$1082026-10-09
Cypress Wealth Services, LLC
UNCHANGED10,79910,79900%$1.1M$1.1M+$3.7K2026-10-21
21 West Wealth Management LLC
DECREASED10,79710,846-490%$1.1M$1.1M-$5.0K2026-10-13
Peterson Wealth Advisors, LLC
INCREASED10,79610,580+216+2%$1.1M$1.1M+$22.5K2026-10-08
Koshinski Asset Management, Inc.
UNCHANGED10,75510,75500%$1.1M$1.1M+$1082026-10-29
Missouri Trust & Investment Co
DECREASED10,72511,398-673-6%$1.2M$1.1M-$89.2K2026-11-04
Ascentis Independent Advisors
NEW10,600—+10,600——$1.1M—2026-11-03
Beacon Financial Group
DECREASED10,58410,602-180%$1.1M$1.1M-$1.8K2026-10-19
55 North Private Wealth, LLC
UNCHANGED10,51910,51900%$1.1M$1.1M+$782026-10-20
West Paces Advisors Inc.
UNCHANGED10,46910,46900%$1.1M$1.1M+$1042026-10-13
M Holdings Securities, Inc.
NEW10,403—+10,403——$1.1M—2026-11-03
Parcion Private Wealth LLC
UNCHANGED10,38010,38000%$1.1M$1.1M+$1042026-10-28
TCV Trust & Wealth Management, Inc.
DECREASED10,35310,618-265-2%$1.1M$1.1M-$27.4K2026-10-16
SC&H Financial Advisors, Inc.
DECREASED10,33710,835-498-5%$1.1M$1.1M-$51.7K2026-10-14
Private Wealth Group, LLC
UNCHANGED10,26210,26200%$1.1M$1.1M+$1022026-10-19
Woodmont Investment Counsel LLC
INCREASED10,20910,152+57+1%$1.1M$1.1M+$6.0K2026-10-29
Pine Haven Investment Counsel, Inc
UNCHANGED10,19710,19700%$1.1M$1.1M+$1022026-11-02
Trust Co of the South
INCREASED10,1328,817+1,315+15%$915.9K$1.1M+$136.7K2026-10-21
Evolution Wealth Advisors, LLC
INCREASED10,1209,266+854+9%$962.5K$1.1M+$88.8K2026-11-03
Decision Investments, Inc
DECREASED10,09910,199-100-1%$1.1M$1.0M-$10.3K2026-10-07
Shayne & Jacobs, LLC
UNCHANGED10,05310,05300%$1.0M$1.0M+$1002026-10-21
Forte Asset Management LLC
DECREASED10,01510,455-440-4%$1.1M$1.0M-$45.6K2026-10-13
TMB Capital Partners, LLC
UNCHANGED9,9899,98900%$1.0M$1.0M+$992026-10-20
Gen-Wealth Partners Inc
UNCHANGED9,9199,91900%$1.0M$1.0M+$992026-11-04
O'Connor Financial Group LLC
DECREASED9,8629,984-122-1%$1.0M$1.0M-$12.6K2026-10-26
Crusonia Wealth Advisors LLC
UNCHANGED9,8279,82700%$1.0M$1.0M+$982026-10-26
Private Wealth Management Group, LLC
UNCHANGED9,7159,71500%$1.0M$1.0M+$972026-10-19
Sonata Capital Group Inc
INCREASED9,7149,668+46+0%$1.0M$1.0M+$4.9K2026-10-19
Marietta Wealth Management, LLC
UNCHANGED9,6889,68800%$1.0M$995.4K-$10.9K2026-10-22
Impact Capital Partners LLC
DECREASED9,64614,810-5,164-35%$1.5M$1.0M-$536.3K2026-10-22
Eagle Global Advisors LLC
INCREASED9,6009,290+310+3%$965.0K$997.3K+$32.3K2026-11-02
Camden National Bank
UNCHANGED9,5989,59800%$997.0K$997.1K+$962026-11-02
Client 1ST Advisory Group, LLC
DECREASED9,5869,633-470%$1.0M$995.9K-$4.8K2026-10-19
InvesTrust
DECREASED9,5749,648-74-1%$1.0M$994.6K-$7.6K2026-10-14
Asset Dedication, LLC
DECREASED9,5659,607-420%$998.0K$993.7K-$4.3K2026-11-03
Clear Point Advisors Inc.
UNCHANGED9,5479,54700%$991.8K$991.9K+$952026-10-30
Gladwyn Financial Advisors, Inc.
DECREASED9,5439,824-281-3%$1.0M$991.4K-$29.1K2026-10-05
Montag A & Associates Inc
INCREASED9,5168,695+821+9%$903.2K$988.6K+$85.4K2026-10-29
Trilogy Capital Inc.
INCREASED9,5119,234+277+3%$959.2K$988.1K+$28.9K2026-10-20
Noble Wealth Management PBC
INCREASED9,4269,416+10+0%$978.1K$979.3K+$1.1K2026-10-01
RKL Wealth Management LLC
DECREASED9,3749,498-124-1%$986.7K$973.9K-$12.8K2026-10-16
Stephenson & Company, Inc.
UNCHANGED9,3739,37300%$973.7K$973.8K+$942026-10-30
Sentinel Trust Co LBA
DECREASED9,30010,699-1,399-13%$1.1K$966.0K+$964.9K2026-11-03
Armbruster Capital Management, Inc.
UNCHANGED9,2769,27600%$963.6K$963.7K+$932026-10-19
Mezzasalma Advisors, LLC
DECREASED9,2539,678-425-4%$1.0M$961.3K-$44.1K2026-10-14
Beese Fulmer Investment Management, Inc.
INCREASED9,2229,005+217+2%$935.5K$958.1K+$22.6K2026-10-23
CWA Asset Management Group, LLC
DECREASED9,2219,466-245-3%$983.3K$958.0K-$25.4K2026-10-19
Garde Capital, Inc.
DECREASED9,2179,232-150%$959.0K$957.5K-$1.5K2026-10-29
Relyea Zuckerberg Hanson LLC
DECREASED9,1769,543-367-4%$991.4K$953.3K-$38.0K2026-10-20
Beaumont Financial Advisors, LLC
DECREASED9,16910,146-977-10%$1.1M$952.6K-$101.4K2026-10-22
Alpha Omega Wealth Management LLC
UNCHANGED9,1629,16200%$951.8K$951.9K+$922026-10-23
Simplicity Wealth,LLC
DECREASED9,14810,957-1,809-17%$1.1M$950.3K-$187.8K2026-10-23
Lynch Investment Planning, LLC
DECREASED9,11410,802-1,688-16%$1.1M$946.8K-$175.3K2026-10-27
Consilium Wealth Advisory, LLC
UNCHANGED9,0619,06100%$941.3K$941.3K+$902026-10-14
Burney Co/
DECREASED9,0349,967-933-9%$1.0M$938.5K-$96.8K2026-10-15
Indivisible Partners
INCREASED9,0185,850+3,168+54%$607.7K$936.9K+$329.2K2026-10-26
GFS Advisors, LLC
DECREASED8,9679,032-65-1%$30.0M$932.0K-$29.1M2026-11-03
Anchor Capital Advisors LLC
UNCHANGED8,9358,93500%$928.1K$928.2K+$892026-11-05
MFA Wealth Services
DECREASED8,9258,927-20%$927.4K$927.2K-$1192026-10-14
Yardley Wealth Management LLC
UNCHANGED8,9058,90500%$925.1K$925.1K+$892026-10-23
Peoples Bank
DECREASED8,8878,939-52-1%$928.6K$923.3K-$5.3K2026-10-26
Reflection Asset Management
INCREASED8,8828,556+326+4%$888.8K$922.7K+$34.0K2026-10-28
American National Bank & Trust
DECREASED8,8718,973-102-1%$932.1K$921.6K-$10.5K2026-10-07
Stage Harbor Financial, LLC
UNCHANGED8,8678,86700%$921.1K$921.2K+$892026-11-03
Bond & Devick Financial Network, Inc.
DECREASED8,8398,932-93-1%$927.9K$918.3K-$9.6K2026-10-23
Fortitude Family Office, LLC
UNCHANGED8,8388,83800%$918.1K$918.2K+$892026-10-14
Signature Estate & Investment Advisors LLC
INCREASED8,8015,571+3,230+58%$578.8K$914.4K+$335.6K2026-10-13
Financial Solutions Advisory Group, Inc.
DECREASED8,7778,877-100-1%$922.5K$908.9K-$13.6K2026-10-28
Cove Private Wealth, LLC
INCREASED8,7678,666+101+1%$900.2K$910.8K+$10.6K2026-10-28
Trace Wealth Advisors, LLC
UNCHANGED8,7658,76500%$910.5K$910.6K+$882026-10-30
Essex Bank
INCREASED8,7488,348+400+5%$867.2K$908.8K+$41.6K2026-10-16
Caldwell Trust Co
UNCHANGED8,6898,68900%$902.6K$902.7K+$872026-10-30
Discipline Wealth Solutions, LLC
DECREASED8,6868,956-270-3%$930.3K$902.4K-$27.9K2026-10-14
Washington Trust Advisors, Inc.
DECREASED8,6018,701-100-1%$903.9K$893.6K-$10.3K2026-10-22
Aspen Wealth Management LLC
DECREASED8,5898,600-110%$893.4K$892.3K-$1.1K2026-10-14
Vontobel Holding Ltd.
DECREASED8,5789,800-1,222-12%$1.0M$891.2K-$126.9K2026-10-16
Guidance Point Advisors, LLC
DECREASED8,5458,755-210-2%$909.8K$888.1K-$21.7K2026-10-15
Compass Planning Associates Inc
DECREASED8,5368,537-10%$886.8K$886.8K+$352026-10-13
Adirondack Trust Co
DECREASED8,4928,656-164-2%$899.2K$882.2K-$17.0K2026-10-14
Cypress Financial Planning LLC
DECREASED8,4848,507-230%$883.8K$881.4K-$2.4K2026-10-09
Mechanics Bank Trust Department
UNCHANGED8,4708,47000%$879.9K$879.9K+$842026-10-13
Aprio Wealth Management, LLC
INCREASED8,3797,912+467+6%$821.9K$870.5K+$48.6K2026-10-28
Grandfield & Dodd, LLC
UNCHANGED8,3558,35500%$868.0K$868.1K+$832026-10-29
Exchange Bank
INCREASED8,3497,941+408+5%$824.9K$867.4K+$42.5K2026-10-07
Hohimer Wealth Management, LLC
UNCHANGED8,3318,33100%$865.4K$865.5K+$842026-11-04
Tucker Asset Management LLC
INCREASED8,3128,096+216+3%$841.0K$863.5K+$22.5K2026-10-29
Tred Avon Family Wealth, LLC
UNCHANGED8,2878,28700%$860.9K$861.0K+$832026-10-20
MBL Wealth, LLC
DECREASED8,2168,240-240%$856.0K$853.6K-$2.4K2026-10-22
Total Investment Management Inc
DECREASED8,1988,466-268-3%$893.8K$851.7K-$42.2K2026-10-22
Trust Co of Oklahoma
DECREASED8,1628,921-759-9%$926.7K$848.0K-$78.8K2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
INCREASED8,1607,700+460+6%$799.9K$847.7K+$47.9K2026-10-23
Vestor Capital, LLC
DECREASED8,130239,240-231,110-97%$24.5K$7.9K-$16.6K2026-11-04
Vilga Financial Planning LLC
UNCHANGED8,1218,12100%$843.6K$843.7K+$822026-10-09
Centerpoint Advisors, LLC
UNCHANGED8,1028,10200%$842.0K$842.0K$02026-11-05
Collective Family Office LLC
INCREASED8,0898,011+78+1%$832.2K$840.4K+$8.2K2026-10-05
Interchange Capital Partners, LLC
UNCHANGED8,0828,08200%$839.6K$839.7K+$852026-10-28
Amplius Wealth Advisors, LLC
DECREASED8,0798,795-716-8%$913.6K$839.3K-$74.3K2026-10-20
Culbertson A N & Co Inc
DECREASED8,0318,131-100-1%$844.6K$834.3K-$10.3K2026-10-21
Oarsman Capital, Inc.
UNCHANGED8,0318,03100%$834.2K$834.3K+$802026-11-05
Partners Wealth Management, LLC
NEW8,022—+8,022——$833.4K—2026-10-28
Cardinal Point Capital Management ULC
INCREASED8,0187,953+65+1%$826.2K$833.0K+$6.8K2026-10-21
Golden State Wealth Management, LLC
DECREASED7,99710,057-2,060-20%$1.0M$830.8K-$213.9K2026-11-02
3Chopt Investment Partners, LLC
UNCHANGED7,9847,98400%$829.4K$829.5K+$802026-10-30
Cypress Capital Group
DECREASED7,9768,176-200-2%$849.3K$828.6K-$20.7K2026-11-03
Moisand Fitzgerald Tamayo, LLC
DECREASED7,9057,999-94-1%$830.9K$821.3K-$9.7K2026-10-15
Townsend Asset Management Corp
UNCHANGED7,9007,90000%$820.7K$820.7K+$792026-10-29
Selby Wealth Management, LLC
INCREASED7,8707,695+175+2%$799.3K$817.6K+$18.3K2026-10-16
First American Bank
INCREASED7,8107,792+18+0%$809.4K$811.4K+$1.9K2026-10-27
Bedminster, LLC
DECREASED7,8028,497-695-8%$882.6K$810.5K-$72.1K2026-11-04
Romano Brothers and Company
UNCHANGED7,7677,76700%$806.8K$806.9K+$782026-10-22
Lynx Investment Advisory
INCREASED7,7567,565+191+3%$785.9K$805.8K+$19.9K2026-10-27
Chemistry Wealth Management LLC
UNCHANGED7,7437,74300%$804.3K$804.4K+$772026-10-16
Wolff Wiese Magana LLC
INCREASED7,6704,250+3,420+80%$441.5K$796.8K+$355.3K2026-10-15
Opinicus Capital, Inc.
UNCHANGED7,6517,65100%$794.8K$794.9K+$762026-10-28
Mine & Arao Wealth Creation & Management, Llc.
DECREASED7,6348,027-393-5%$833.8K$793.1K-$40.8K2026-10-29
Sigma Planning Corp
DECREASED7,6099,398-1,789-19%$976.3K$783.4K-$192.9K2026-10-23
MBA Advisors LLC
UNCHANGED7,6007,60000%$789.5K$789.6K+$762026-10-29
Piscataqua Savings Bank
UNCHANGED7,5917,59100%$788.6K$788.6K+$762026-10-21
Nichols & Pratt Advisers LLP
INCREASED7,5583,592+3,966+110%$373.1K$777.1K+$404.0K2026-10-13
Sage Capital Advisors,llc
INCREASED7,5146,970+544+8%$724.0K$780.6K+$56.6K2026-10-13
Doliver Advisors, LP
DECREASED7,5037,703-200-3%$800.2K$779.5K-$20.7K2026-10-01
Cidel Asset Management Inc
UNCHANGED7,5007,50000%$779.1K$779.2K+$802026-10-29
Elevation Wealth Partners, LLC
DECREASED7,4937,539-46-1%$783.1K$778.4K-$4.7K2026-10-07
Peoples Bank
DECREASED7,4747,574-100-1%$786.8K$776.5K-$10.3K2026-10-09
Beacon Bank & Trust
UNCHANGED7,4427,44200%$773.1K$773.1K+$752026-10-27
Leisure Capital Management
UNCHANGED7,4407,44000%$772.9K$772.9K+$742026-11-03
Avantax Planning Partners, Inc.
INCREASED7,4147,072+342+5%$734.6K$770.2K+$35.6K2026-11-03
Clifford Swan Investment Counsel LLC
UNCHANGED7,3657,36500%$765.1K$765.2K+$742026-11-05
Revolve Wealth Partners, LLC
UNCHANGED7,3467,34600%$763.1K$763.2K+$732026-10-23
TrustBank
UNCHANGED7,2907,29000%$757.3K$757.4K+$732026-10-20
Lincoln Capital Corp
UNCHANGED7,2787,27800%$756.0K$756.1K+$722026-10-13
Ti-Trust, Inc
UNCHANGED7,2767,27600%$755.8K$755.9K+$732026-10-21
KCM Investment Advisors LLC
INCREASED7,2327,078+154+2%$735.3K$751.3K+$16.1K2026-10-27
tru Independence LLC
DECREASED7,2187,277-59-1%$756.0K$749.9K-$6.1K2026-10-20
Smith Salley Wealth Management
INCREASED7,1723,007+4,165+139%$312.4K$745.1K+$432.7K2026-11-03
Dynamic Financial Group
INCREASED7,1516,805+346+5%$706.9K$742.9K+$36.0K2026-10-28
Beacon Financial Planning, Inc
UNCHANGED7,1447,14400%$742.1K$742.1K+$722026-11-04
Investment Research Partners LLC
UNCHANGED7,1387,13800%$741.5K$741.6K+$722026-10-19
Avail Investment Partners, LLC
UNCHANGED7,1387,13800%$741.5K$741.6K+$722026-10-16
Donor Advised Charitable Giving, Inc.
UNCHANGED7,1327,13200%$740.9K$741.0K+$712026-10-28
Charles Schwab Trust Co
INCREASED7,1026,526+576+9%$677.9K$737.8K+$59.9K2026-10-15
Acorn Wealth Advisors, LLC
INCREASED7,0776,999+78+1%$727.0K$735.2K+$8.2K2026-10-19
TruNorth Capital Management, LLC
UNCHANGED7,0447,04400%$731.7K$731.8K+$702026-10-14
Rockwood Wealth Management, LLC
INCREASED7,0246,085+939+15%$632.1K$729.7K+$97.6K2026-10-27
Austin Asset Management Co Inc
DECREASED7,0127,352-340-5%$763.7K$728.5K-$35.2K2026-10-29
AWM Capital, LLC
UNCHANGED7,0007,00000%$727.2K$727.2K+$702026-10-16
Castellan Group
UNCHANGED6,9956,99500%$726.6K$726.7K+$702026-10-19
CGC Financial Services, LLC
UNCHANGED6,9746,97400%$724.5K$724.5K+$702026-10-13
NorthCrest Asset Manangement, LLC
INCREASED6,9726,669+303+5%$693.0K$716.0K+$23.0K2026-10-13
SkyOak Wealth, LLC
UNCHANGED6,9426,94200%$721.1K$721.2K+$692026-10-28
Roman Butler Fullerton & Co
DECREASED6,8727,148-276-4%$737.9K$707.0K-$31.0K2026-10-27
Soltis Investment Advisors LLC
DECREASED6,8546,887-330%$715.4K$712.1K-$3.3K2026-10-28
Measured Risk Portfolios, Inc.
DECREASED6,8426,939-97-1%$720.8K$710.8K-$10.0K2026-10-21
Carret Asset Management, LLC
UNCHANGED6,8226,82200%$708.7K$708.7K+$692026-11-04
Security Financial Services, Inc.
DECREASED6,7687,566-798-11%$786.0K$703.1K-$82.8K2026-10-29
Pacific Sage Partners, LLC
UNCHANGED6,7546,75400%$701.6K$701.7K+$672026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED6,7496,74900%$701.1K$701.2K+$672026-10-23
MKD Wealth Coaches, LLC
UNCHANGED6,7476,74700%$700.9K$700.9K+$682026-10-09
SeaCrest Wealth Management, LLC
DECREASED6,7356,856-121-2%$712.2K$699.7K-$12.5K2026-10-21
Fidelity D & D Bancorp Inc
DECREASED6,7308,538-1,808-21%$886.9K$699.2K-$187.7K2026-11-05
Gainline Financial Partners, LLC
INCREASED6,7116,250+461+7%$649.2K$697.2K+$48.0K2026-10-15
Segment Wealth Management, LLC
UNCHANGED6,6906,69000%$695.0K$695.0K+$672026-10-26
Nations Financial Group Inc,
INCREASED6,5966,594+2+0%$685.1K$685.3K+$2742026-11-05
Pacific Capital Wealth Advisors, Inc.
UNCHANGED6,5466,54600%$680.0K$680.1K+$662026-10-22
Alterna Wealth Management, Inc
NEW6,521—+6,521——$677.5K—2026-10-27
True North Advisors, LLC
DECREASED6,5076,612-105-2%$686.9K$676.0K-$10.8K2026-10-22
Cornerstone Wealth Management, LLC
DECREASED6,5066,574-68-1%$682.9K$675.9K-$7.0K2026-11-04
Members Wealth LLC
INCREASED6,4195,769+650+11%$599.3K$661.9K+$62.5K2026-10-20
Howard Wealth Management, LLC
DECREASED6,3736,382-90%$663.0K$662.1K-$8712026-10-28
Agate Pass Investment Management, LLC
NEW6,340—+6,340——$658.7K—2026-10-20
Sage Financial Group Inc
INCREASED6,3036,023+280+5%$625.7K$654.8K+$29.1K2026-10-27
Great Diamond Partners, LLC
UNCHANGED6,2876,28700%$653.1K$653.2K+$622026-10-13
Hardin Capital Partners, LLC
INCREASED6,2676,030+237+4%$626.2K$651.1K+$24.9K2026-10-09
Horizon Advisory Services, Inc.
UNCHANGED6,2506,25000%$649.3K$649.3K+$632026-10-29
Sage Rhino Capital LLC
UNCHANGED6,2356,23500%$647.7K$647.8K+$622026-10-28
Deroy & Devereaux Private Investment Counsel Inc
INCREASED6,2324,050+2,182+54%$421.0K$647-$420.4K2026-10-26
Bangor Savings Bank
UNCHANGED6,2146,21400%$645.5K$645.6K+$622026-10-06
Magnus Financial Group LLC
INCREASED6,1475,501+646+12%$571.5K$638.6K+$67.2K2026-10-21
Meridian Financial Partners LLC
UNCHANGED6,1156,11500%$639.9K$633.9K-$6.0K2026-10-23
Orba Wealth Advisors, L.L.C.
DECREASED6,1066,559-453-7%$681.3K$634.4K-$47.0K2026-10-23
Mascoma Wealth Management LLC
DECREASED6,0986,346-248-4%$659.2K$633.5K-$25.7K2026-10-23
Buck Wealth Strategies, LLC
INCREASED6,0892,051+4,038+197%$213.1K$632.6K+$419.5K2026-10-28
Diversify Advisory Services, LLC
INCREASED6,0895,733+356+6%$595.7K$631.3K+$35.5K2026-10-20
Diversify Wealth Management, LLC
INCREASED6,0895,733+356+6%$595.7K$631.3K+$35.5K2026-10-20
Clark Asset Management, LLC
DECREASED6,0876,265-178-3%$650.8K$632.4K-$18.4K2026-10-19
Cynosure Group, LLC
UNCHANGED6,0696,06900%$630.4K$630.5K+$612026-11-03
Lakeshore Financial Planning, Inc.
UNCHANGED6,0686,06800%$630.3K$630.4K+$612026-10-13
White Lighthouse Investment Management Inc.
UNCHANGED6,0586,05800%$629.3K$629.4K+$612026-10-21
Ullmann Wealth Partners Group, LLC
DECREASED6,0326,793-761-11%$705.7K$626.7K-$79.0K2026-11-02
Premier Path Wealth Partners, LLC
INCREASED5,9805,412+568+11%$562.2K$621.3K+$59.1K2026-10-16
Sightline Wealth Advisors, LLC
INCREASED5,8775,707+170+3%$592.8K$610.5K+$17.7K2026-10-21
Bison Wealth, LLC
INCREASED5,8745,706+168+3%$601.8K$605.3K+$3.6K2026-10-13
Insight Advisors, LLC/ PA
UNCHANGED5,8625,86200%$608.9K$609.0K+$582026-10-22
Brookmont Capital Management
INCREASED5,8595,839+20+0%$606.6K$608.7K+$2.1K2026-10-23
Hudock, Inc.
UNCHANGED5,8265,82600%$605.3K$605.3K+$582026-10-14
Wealth Dimensions Group, Ltd.
INCREASED5,8234,691+1,132+24%$487.3K$605.0K+$117.7K2026-11-02
Banque Pictet & CIE SA
INCREASED5,8144,236+1,578+37%$440.0K$604.0K+$164.0K2026-10-16
Farrell Financial LLC
INCREASED5,8035,776+27+0%$600.0K$602.8K+$2.9K2026-10-16
Baker Tilly Wealth Management, LLC
DECREASED5,7976,079-282-5%$631.5K$602.3K-$29.2K2026-10-05
Howland Capital Management LLC
UNCHANGED5,7815,78100%$600.5K$600.6K+$582026-10-22
Formidable Asset Management, LLC
DECREASED5,7805,814-34-1%$564.7K$600.4K+$35.7K2026-11-03
Guardian Partners Inc.
INCREASED5,7695,329+440+8%$553.6K$599.3K+$45.8K2026-10-21
Turn8 Private Wealth Inc.
INCREASED5,7625,735+27+0%$595.8K$598.6K+$2.9K2026-11-05
Creekside Partners
UNCHANGED5,7575,75700%$598.1K$598.1K+$582026-11-04
Key FInancial Inc
DECREASED5,7305,748-180%$597.1K$595.3K-$1.8K2026-11-02
Trust Co
UNCHANGED5,7265,72600%$594.8K$594.9K+$572026-10-09
InTrack Investment Management Inc
UNCHANGED5,6985,69800%$591.9K$592.0K+$572026-10-15
Finward Bancorp
DECREASED5,6676,207-540-9%$644.8K$588.7K-$56.0K2026-10-14
Contravisory Investment Management, Inc.
DECREASED5,6646,018-354-6%$625.1K$588.4K-$36.7K2026-10-13
Traynor Capital Management, Inc.
DECREASED5,64615,261-9,615-63%$1.6M$586.5K-$998.8K2026-10-29
Canopy Partners, LLC
UNCHANGED5,6345,63400%$585.3K$585.3K+$562026-10-28
CPC Advisors, LLC
UNCHANGED5,6245,62400%$584.2K$584.3K+$562026-10-21
Gibson Capital, LLC
INCREASED5,6204,357+1,263+29%$452.6K$583.9K+$131.3K2026-10-23
Samalin Investment Counsel, LLC
UNCHANGED5,6095,60900%$582.7K$582.7K+$562026-10-23
Saxon Interests, Inc.
DECREASED5,6088,641-3,033-35%$897.6K$582.6K-$315.0K2026-10-26
Family Office Research LLC
DECREASED5,6035,695-92-2%$591.6K$582.1K-$9.5K2026-10-14
Community Trust & Investment Co
UNCHANGED5,6015,60100%$581.8K$581.9K+$562026-10-15
Sentry LLC
DECREASED5,5756,379-804-13%$662.7K$579.2K-$83.5K2026-10-30
Woodside Wealth Management LLC
UNCHANGED5,5605,56000%$577.6K$577.6K+$552026-10-16
Ddfg, Inc
UNCHANGED5,5585,55800%$577.4K$577.4K+$552026-10-15
HCR Wealth Advisors
UNCHANGED5,5575,55700%$577.3K$577.3K+$552026-10-15
International Assets Investment Management, LLC
DECREASED5,5165,950-434-7%$613.0K$567.2K-$45.8K2026-11-02
Financial Advisory Corp
UNCHANGED5,5115,51100%$572.5K$572.5K+$552026-10-14
Gamma Investing LLC
INCREASED5,4845,155+329+6%$535.5K$569.7K+$34.2K2026-10-08
Archvest Wealth Advisors, Inc.
DECREASED5,4625,492-30-1%$570.5K$567.4K-$3.1K2026-10-29
First National Bank Sioux Falls
DECREASED5,4245,496-72-1%$566.1K$563.5K-$2.6K2026-10-13
PFG Advisors
DECREASED5,4226,066-644-11%$630.1K$563.3K-$66.8K2026-10-16
Advocate Investing Services LLC
DECREASED5,4006,200-800-13%$644.1K$561.0K-$83.0K2026-10-26
Verum Partners LLC
UNCHANGED5,3785,37800%$558.7K$558.7K+$542026-10-21
Garner Asset Management Corp
DECREASED5,3745,404-30-1%$561.3K$553.1K-$8.2K2026-10-30
Sageworth Trust Co
DECREASED5,3655,853-488-8%$608.0K$557.4K-$50.6K2026-10-30
Colorado Capital Management, Inc.
DECREASED5,3595,452-93-2%$566$557-$92026-10-15
CFG Wealth Management Services, Inc.
DECREASED5,3486,056-708-12%$573.7K$549.9K-$23.9K2026-10-21
Marion Wealth Management
INCREASED5,3465,259+87+2%$546.3K$555.4K+$9.1K2026-10-22
Global Financial Private Client, LLC
UNCHANGED5,3205,32000%$552.6K$552.7K+$532026-10-15
Adirondack Capital Advisors, LLC
UNCHANGED5,3175,31700%$552.3K$552.4K+$532026-10-09
KWB Wealth
INCREASED5,2965,201+95+2%$540.3K$550.2K+$9.9K2026-10-16
YHB Investment Advisors, Inc.
DECREASED5,2825,288-60%$549.3K$548.8K-$5702026-10-08
Pictet Asset Management Holding SA
NEW5,258—+5,258——$546.3K—2026-11-03
Financial Guidance Group, Inc.
DECREASED5,2585,458-200-4%$567.0K$546.3K-$20.7K2026-10-21
Lewis Asset Management, LLC
INCREASED5,2464,969+277+6%$516.2K$545.1K+$28.8K2026-10-14
Gilman Hill Asset Management, LLC
UNCHANGED5,2315,23100%$543.4K$543.4K+$532026-10-13
Forum Financial Management, LP
INCREASED5,1945,091+103+2%$528.9K$539.6K+$10.8K2026-10-16
Advantage Trust Co
UNCHANGED5,1905,19000%$539.1K$539.2K+$522026-10-19
Gables Capital Management Inc.
UNCHANGED5,1795,17900%$538.0K$538.0K+$512026-11-04
DB Fitzpatrick & Co, Inc
DECREASED5,1785,223-45-1%$542.6K$537.9K-$4.6K2026-10-19
Petersen Hastings Wealth Advisors Inc.
DECREASED5,1725,183-110%$538.4K$537.3K-$1.1K2026-10-27
Quantum Financial Partners LLC
INCREASED5,1613,031+2,130+70%$314.9K$536.2K+$221.3K2026-10-19
Norway Savings Bank
DECREASED5,1455,180-35-1%$538.1K$534.5K-$3.6K2026-10-20
Northstar Asset Management Co
UNCHANGED5,1435,14300%$531.8K$535.2K+$3.3K2026-10-22
First Business Financial Services, Inc.
UNCHANGED5,1285,12800%$532.7K$532.7K+$512026-10-29
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED5,1085,10800%$530.6K$530.7K+$512026-11-02
OAK Family Advisors, LLC
DECREASED5,0855,175-90-2%$537.5K$528.2K-$9.3K2026-10-19
Weaver Consulting Group
INCREASED5,0764,974+102+2%$516.7K$527.3K+$10.6K2026-10-07
Climber Capital SA
UNCHANGED5,0705,07000%$525.6K$499.4K-$26.2K2026-10-20
Old Second National Bank of Aurora
UNCHANGED5,0705,07000%$526.7K$526.7K+$502026-10-22
Monte Financial Group, LLC
DECREASED5,0526,042-990-16%$637.9K$524.9K-$113.1K2026-11-02
Arlington Financial Advisors, LLC
UNCHANGED5,0405,04000%$523.6K$523.6K+$512026-10-19
Piedmont Capital Management, LLC
UNCHANGED5,0385,03800%$523.3K$523.4K+$512026-10-21
Duncker Streett & Co Inc
UNCHANGED5,0165,01600%$521.0K$521.1K+$502026-10-27
Meridian Financial Advisors, LLC
UNCHANGED5,0135,01300%$520.7K$520.8K+$502026-10-14
Telos Capital Management, Inc.
UNCHANGED5,0095,00900%$520.3K$520.4K+$512026-11-02
Citizens National Bank Trust Department
UNCHANGED5,0055,00500%$519.9K$520.0K+$502026-11-04
Forza Wealth Management, LLC
UNCHANGED5,0005,00000%$519.4K$519.5K+$502026-10-20
Acima Private Wealth, LLC
UNCHANGED4,9704,97000%$516.3K$516.3K+$492026-10-05
WestHill Financial Advisors, Inc.
DECREASED4,9685,054-86-2%$525.1K$516.2K-$8.9K2026-10-14
LJI Wealth Management, LLC
UNCHANGED4,9354,93500%$512.6K$512.7K+$502026-10-28
Clientfirst Wealth Management, LLC
UNCHANGED4,9304,93000%$512.1K$512.2K+$502026-11-04
Ipswich Investment Management Co., Inc.
UNCHANGED4,9234,92300%$511.4K$511.5K+$492026-10-13
Magnolia Capital Management LTD
UNCHANGED4,9154,91500%$511$511$02026-10-09
Stonehaven Wealth & TAX Solutions, LLC
DECREASED4,9145,154-240-5%$535.4K$510.5K-$24.9K2026-10-22
Facet Wealth, Inc.
INCREASED4,9033,156+1,747+55%$327.8K$509.4K+$181.5K2026-11-04
Occidental Asset Management, LLC
UNCHANGED4,8954,89500%$508.5K$508.6K+$492026-11-05
Gradient Capital Advisors, LLC
UNCHANGED4,8854,88500%$507.5K$507.5K+$492026-10-21
Northside Capital Management, LLC
UNCHANGED4,8334,83300%$502.1K$502.1K+$482026-10-13
DBK Financial Counsel, LLC
UNCHANGED4,7814,78100%$496.7K$496.7K+$482026-10-13
Regent Peak Wealth Advisors LLC
UNCHANGED4,7424,74200%$492.6K$492.6K+$472026-10-13
Argus Investors' Counsel, Inc.
INCREASED4,7134,645+68+1%$482.5K$489.6K+$7.1K2026-10-09
Cora Capital Advisors LLC
UNCHANGED4,6954,69500%$487.7K$487.8K+$472026-11-02
Sound Stewardship, LLC
DECREASED4,6844,720-36-1%$490.3K$486.6K-$3.7K2026-10-14
Councilmark Asset Management, LLC
UNCHANGED4,6804,68000%$486.2K$486.2K+$472026-10-20
Boston Common Asset Management, LLC
INCREASED4,6534,095+558+14%$425.4K$483.4K+$58.0K2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED4,6274,192+435+10%$435.5K$480.7K+$45.2K2026-10-19
Omni 360 Wealth, Inc.
UNCHANGED4,6254,62500%$480.4K$480.4K+$462026-10-13
Signal Advisors Wealth, LLC
INCREASED4,6243,564+1,060+30%$370.2K$480.4K+$110.1K2026-10-13
SBK Financial, Inc.
UNCHANGED4,6094,60900%$478.8K$478.8K+$472026-11-02
Wealth Architects, LLC
INCREASED4,5844,570+14+0%$474.8K$476.3K+$1.5K2026-11-03
Physician Wealth Advisors, Inc.
DECREASED4,5604,666-106-2%$484.8K$473.7K-$11.1K2026-10-20
Integris Wealth Management, LLC
UNCHANGED4,5404,54000%$471.6K$471.7K+$452026-10-14
Welch Group, LLC
INCREASED4,5174,500+17+0%$467.5K$469.3K+$1.8K2026-10-29
Rossby Financial, LCC
NEW4,503—+4,503——$467.8K—2026-11-05
Hillcrest Wealth Advisors - NY, LLC
UNCHANGED4,5004,50000%$467.5K$467.5K+$452026-10-22
Financial Partners Group, Inc
UNCHANGED4,4934,49300%$466.7K$466.8K+$452026-10-19
Meridian Investment Counsel Inc.
INCREASED4,4734,323+150+3%$449.1K$464.7K+$15.6K2026-10-14
Heck Capital Advisors, LLC
NEW4,470—+4,470——$464.4K—2026-10-14
Landmark Wealth Management, LLC
DECREASED4,4564,524-68-1%$470.0K$462.9K-$7.1K2026-11-03
Kohmann Bosshard Financial Services, LLC
UNCHANGED4,4154,41500%$458.6K$458.7K+$442026-11-04
Decker Wealth Management LLC
UNCHANGED4,3864,38600%$455.6K$455.7K+$442026-10-09
GHP Investment Advisors, Inc.
DECREASED4,3774,514-137-3%$468.9K$454.7K-$14.2K2026-10-15
Bank of Stockton
DECREASED4,3774,510-133-3%$468.5K$454.7K-$13.8K2026-10-20
Transcendent Capital Group LLC
UNCHANGED4,3314,33100%$449.9K$450.0K+$432026-10-28
Shepherd Financial Partners LLC
INCREASED4,3174,278+39+1%$444.4K$448.5K+$4.1K2026-11-03
Timonier Family Office, Ltd.
UNCHANGED4,3124,31200%$447.9K$448.0K+$432026-11-03
Cohen Klingenstein LLC
UNCHANGED4,3004,30000%$446.7K$446.7K+$432026-10-15
SMH Capital Advisors Inc
UNCHANGED4,2824,28200%$444.8K$444.8K+$432026-10-29
Basso Capital Management, L.P.
NEW4,276—+4,276——$444.2K—2026-10-30
3 Factor Indexing, LLC
UNCHANGED4,2734,27300%$443.9K$443.9K+$422026-10-15
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED4,2693,980+289+7%$413.4K$443.5K+$30.1K2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED4,2564,013+243+6%$416.9K$442.1K+$25.2K2026-10-28
Porter White Investment Advisors, Inc.
INCREASED4,2502,126+2,124+100%$220.8K$441.7K+$220.9K2026-10-14
Financial Insights, Inc.
INCREASED4,2104,158+52+1%$431.9K$437.3K+$5.4K2026-10-27
ARK & TLK Investments, LLC
UNCHANGED4,1724,17200%$433.4K$433.4K+$422026-10-20
West Bancorporation Inc
DECREASED4,1694,309-140-3%$447.6K$433.1K-$14.5K2026-10-29
ARQ Wealth Advisors, LLC
INCREASED4,1684,114+54+1%$428.9K$433.0K+$4.1K2026-10-29
Cortland Associates Inc
UNCHANGED4,1514,15100%$431.0K$431.0K$02026-10-29
eCIO, Inc.
NEW4,147—+4,147——$432.2K—2026-11-02
Chapin Davis, Inc.
DECREASED4,1474,917-770-16%$510.8K$430.9K-$80.0K2026-10-09
M Wealth Management, LLC
UNCHANGED4,1114,11100%$427.1K$427.1K+$412026-10-14
Redhawk Wealth Advisors, Inc.
INCREASED4,0503,934+116+3%$408.7K$420.8K+$12.1K2026-10-14
XY Planning Network, Inc.
DECREASED4,0424,075-33-1%$423.3K$420.0K-$3.3K2026-10-14
Hibernia Wealth Partners, LLC
INCREASED4,0343,691+343+9%$383.4K$419.1K+$35.7K2026-10-29
Financial Management Professionals, Inc.
UNCHANGED4,0334,03300%$418.9K$419.0K+$402026-10-23
S.A. Mason LLC
UNCHANGED4,0244,02400%$418.0K$418.1K+$402026-10-13
True Private Wealth Advisors
UNCHANGED4,0224,02200%$417.8K$417.8K+$412026-10-19
Carrera Capital Advisors
DECREASED4,0204,209-189-4%$437.2K$417.6K-$19.6K2026-11-03
Searle & Co.
UNCHANGED4,0004,00000%$415.5K$415.6K+$402026-11-04
Sendero Wealth Management, LLC
UNCHANGED3,9883,98800%$414.3K$414.3K+$402026-10-14
Foster Victor Wealth Advisors, LLC
UNCHANGED3,9533,95300%$411.0K$406.7K-$4.3K2026-10-21
Morton Capital Management LLC
UNCHANGED3,9483,94800%$410.2K$410.2K+$392026-10-23
Praetorian Wealth Management, Inc.
UNCHANGED3,9473,94700%$410.0K$410.1K+$392026-10-16
Richards, Merrill & Peterson, Inc.
UNCHANGED3,9413,94100%$409.4K$409.4K+$392026-10-19
Asset Allocation & Management Company, LLC
UNCHANGED3,9303,93000%$408$408$02026-10-13
Wagner Wealth Management, Corp
DECREASED3,8946,303-2,409-38%$654.8K$404.5K-$250.2K2026-10-20
Winebrenner Capital Management LLC
UNCHANGED3,8863,88600%$403.7K$403.7K+$392026-10-07
CPA Asset Management Group, LLC
UNCHANGED3,8753,87500%$402.5K$402.6K+$392026-10-26
Kaydan Wealth Management, Inc.
INCREASED3,8463,665+181+5%$380.7K$399.6K+$18.8K2026-10-08
Downshift Financial, LLC
UNCHANGED3,8313,83100%$398.0K$398.0K+$392026-10-13
Pension & Wealth Management Advisors, Inc.
UNCHANGED3,8203,82000%$396.9K$396.9K+$382026-10-16
Green Ridge Wealth Planning LLC
DECREASED3,8133,848-35-1%$399.7K$396.1K-$3.6K2026-10-08
Founders Financial Securities LLC
UNCHANGED3,8113,81100%$395.9K$395.9K+$382026-10-28
MKT Advisors LLC
DECREASED3,8094,312-503-12%$449.1K$391.2K-$58.0K2026-10-20
Lake Street Private Wealth, LLC
INCREASED3,8003,232+568+18%$335.8K$394.8K+$59.0K2026-10-22
DeLarme Wealth Management, Inc.
DECREASED3,7994,052-253-6%$420.9K$394.7K-$26.2K2026-10-30
Wagner Wealth Management, LLC
UNCHANGED3,7993,79900%$394.6K$394.7K+$382026-10-21
Symphony Financial, Ltd. Co.
DECREASED3,7803,788-80%$393.1K$393.3K+$1712026-10-22
New Covenant Trust Company, N.A.
UNCHANGED3,7723,77200%$391.8K$391.9K+$382026-10-08
World Equity Group, Inc.
DECREASED3,7447,076-3,332-47%$735.0K$389.0K-$346.1K2026-10-14
Concord Wealth Partners
DECREASED3,7303,935-205-5%$408.8K$387.5K-$21.3K2026-11-02
Compass Financial Management LLC
DECREASED3,7143,995-281-7%$415.6K$385.9K-$29.7K2026-10-30
Christensen, King & Associates Investment Services, Inc.
INCREASED3,7062,050+1,656+81%$213.0K$385.1K+$172.1K2026-10-22
Fonville Wealth Management LLC
INCREASED3,7012,603+1,098+42%$270.4K$384.5K+$114.1K2026-10-28
Elser Financial Planning, Inc
INCREASED3,6973,163+534+17%$328.6K$384.1K+$55.5K2026-10-16
Next Level Private LLC
UNCHANGED3,6693,66900%$381.1K$381.1K+$372026-10-20
Redw Wealth LLC
DECREASED3,6623,675-130%$381.8K$380.4K-$1.3K2026-11-02
Cardinal Capital Management
INCREASED3,6373,347+290+9%$347.7K$377.8K+$30.2K2026-10-21
Davidson Kahn Capital Management, LLC
UNCHANGED3,6343,63400%$377.5K$377.5K+$362026-10-26
Obermeyer Wealth Partners
UNCHANGED3,6293,62900%$377.0K$377.0K+$362026-10-21
Cornerstone Wealth Advisors, Inc.
UNCHANGED3,6203,62000%$376.0K$376.1K+$362026-10-16
South Shore Capital Advisors
NEW3,602—+3,602——$374.2K—2026-10-20
M.E. Allison & Co., Inc.
UNCHANGED3,6023,60200%$374.2K$374.2K+$352026-10-09
Summa Corp.
UNCHANGED3,6013,60100%$374.1K$374.1K+$362026-10-30
Livet Wealth, LLC
INCREASED3,5793,389+190+6%$352.1K$371.9K+$19.8K2026-10-27
Summit Wealth Group LLC / Co
INCREASED3,5783,522+56+2%$365.8K$371.7K+$5.9K2026-10-29
RTD Financial Advisors, Inc.
DECREASED3,5724,363-791-18%$453.2K$371.1K-$82.1K2026-10-09
Boyum Wealth Architects LLC
DECREASED3,5643,609-45-1%$372.6K$370.5K-$2.1K2026-10-06
Pines Wealth Management, LLC
DECREASED3,5453,576-31-1%$371.5K$368.3K-$3.2K2026-10-21
McClarren Financial Advisors, Inc.
UNCHANGED3,5233,52300%$366.0K$366.0K+$352026-10-15
Financial Perspectives, Inc
UNCHANGED3,5033,50300%$363.9K$364.0K+$352026-11-03
Cottage Street Advisors LLC
DECREASED3,5003,700-200-5%$383.9K$363.6K-$20.3K2026-10-19
JGP Wealth Management, LLC
UNCHANGED3,4963,49600%$363.2K$363.2K+$352026-10-13
Means Investment Co., Inc.
INCREASED3,4793,334+145+4%$346.4K$361.5K+$15.1K2026-11-03
RAM Investment Partners, LLC
INCREASED3,4693,041+428+14%$315.9K$360.4K+$44.5K2026-10-21
Index Fund Advisors, Inc.
UNCHANGED3,4643,46400%$359.9K$359.9K+$352026-11-05
Capital Management Associates, Inc
UNCHANGED3,4643,46400%$359.9K$359.9K+$352026-10-20
Philip James Wealth Mangement, LLC
UNCHANGED3,4623,46200%$359.6K$359.7K+$342026-10-27
AMI Investment Management Inc
UNCHANGED3,4603,46000%$359.4K$359.5K+$352026-10-27
Alexander Randolph Advisory, Inc.
INCREASED3,4553,432+23+1%$356.5K$358.9K+$2.4K2026-11-04
Morling Financial Advisors, LLC
UNCHANGED3,4433,44300%$357.7K$357.7K+$342026-10-28
PDS Planning, Inc
INCREASED3,4402,352+1,088+46%$244.3K$357.3K+$113.1K2026-11-03
Center for Financial Planning, Inc.
UNCHANGED3,4323,43200%$356.5K$356.6K+$332026-10-26
Burk Holdings LLC
INCREASED3,43050+3,380+6760%$5.2K$356.3K+$351.1K2026-11-05
Triangle Securities Wealth Management
DECREASED3,4173,424-70%$342.4K$341.7K-$7132026-10-14
GLR Partners, LLC
INCREASED3,4141,954+1,460+75%$203.0K$354.7K+$151.7K2026-11-04
TCP Asset Management, LLC
INCREASED3,3783,373+5+0%$350.4K$351.2K+$7902026-10-14
Optima Capital LLC
DECREASED3,3753,557-182-5%$369.6K$350.6K-$18.9K2026-10-29
Andrews Advisory Associates, LLC
UNCHANGED3,3723,37200%$350.3K$350.3K+$342026-10-15
Bigelow Investment Advisors, LLC
UNCHANGED3,3643,36400%$349.5K$349.5K+$342026-10-13
Apollon Financial, LLC
UNCHANGED3,3533,35300%$348.3K$348.3K+$342026-10-23
Birchbrook, Inc.
UNCHANGED3,3093,30900%$343.7K$343.8K+$342026-10-14
Navigate Wealth Management, LLC
DECREASED3,3034,214-911-22%$435.4K$341.5K-$93.9K2026-10-14
Accel Wealth Management
UNCHANGED3,2983,29800%$342.6K$342.6K+$332026-10-13
Acumen Wealth Advisors, LLC
INCREASED3,2953,267+28+1%$339.4K$342.3K+$2.9K2026-11-05
Cooper Financial Group
DECREASED3,2893,492-203-6%$362.8K$341.7K-$21.1K2026-10-07
Kathmere Capital Management, LLC
DECREASED3,2873,358-71-2%$348.8K$341.5K-$7.3K2026-10-20
Outlook Wealth Advisors, LLC
DECREASED3,2853,472-187-5%$360.7K$341.3K-$19.4K2026-10-28
Armstrong, Fleming & Moore, Inc
INCREASED3,2823,221+61+2%$334.6K$340.9K+$6.4K2026-10-28
United Asset Strategies, Inc.
UNCHANGED3,2603,26000%$338.7K$338.7K+$252026-10-28
Uptown Financial Advisors LLC
UNCHANGED3,2533,25300%$337.9K$338.0K+$322026-10-15
Sovran Advisors, LLC
INCREASED3,2493,159+90+3%$328.2K$339.0K+$10.8K2026-11-02
Motive Wealth Advisors
UNCHANGED3,2473,24700%$337.3K$337.3K+$332026-10-26
Successful Portfolios LLC
UNCHANGED3,2283,22800%$336.0K$335.8K-$2192026-10-09
Riversedge Advisors, LLC
UNCHANGED3,2253,22500%$335.0K$335.1K+$322026-10-09
Sard Wealth Management Group, LLC
UNCHANGED3,2253,22500%$335.1K$335.1K+$322026-10-16
Tsfg, LLC
DECREASED3,1893,314-125-4%$344.0K$331-$343.7K2026-10-23
Watershed Private Wealth LLC
DECREASED3,1873,205-18-1%$332.9K$331.1K-$1.8K2026-10-30
TPG Advisors LLC
UNCHANGED3,1853,18500%$330.9K$330.9K+$322026-10-16
Westside Investment Management, Inc.
UNCHANGED3,1853,18500%$330.9K$331.0K+$332026-11-02
Echo45 Advisors LLC
NEW3,179—+3,179——$330.3K—2026-10-07
Aspect Partners, LLC
INCREASED3,1773,168+9+0%$329.1K$330.1K+$9672026-10-20
Greenwood Capital Associates LLC
UNCHANGED3,1753,17500%$329.8K$329.9K+$322026-10-27
Opus Capital Group, LLC
INCREASED3,1722,320+852+37%$241.0K$330-$240.7K2026-10-30
Cooksen Wealth, LLC
UNCHANGED3,1653,16500%$328.8K$327.3K-$1.5K2026-10-13
Forteris Wealth Management Inc.
DECREASED3,1613,481-320-9%$361.6K$328.4K-$33.2K2026-10-13
Willner & Heller, LLC
UNCHANGED3,1313,13100%$325.3K$325.3K+$322026-10-28
Semitam Bonam LLC
DECREASED3,1233,191-68-2%$331.5K$324.4K-$7.1K2026-10-27
Creative Capital Management Investments LLC
UNCHANGED3,0953,09500%$321.5K$321.5K+$312026-10-28
FC Advisory LLC
UNCHANGED3,0853,08500%$320.4K$320.5K+$312026-10-05
Sunpointe, LLC
UNCHANGED3,0793,07900%$319.6K$319.9K+$2402026-10-22
Capital Asset Advisory Services LLC
INCREASED3,0782,309+769+33%$239.9K$317.5K+$77.6K2026-10-30
Augustine Asset Management Inc
UNCHANGED3,0733,07300%$319.2K$319.3K+$312026-10-13
J.P. Marvel Investment Advisors, LLC
UNCHANGED3,0693,06900%$318.8K$318.8K+$312026-11-02
Yoffe Investment Management, LLC
UNCHANGED3,0683,06800%$318.7K$318.7K+$312026-11-02
Galvin, Gaustad & Stein, LLC
DECREASED3,0353,240-205-6%$336.6K$315.3K-$21.3K2026-10-08
Wealth Enhancement Trust Services, Inc.
UNCHANGED3,0293,02900%$314.7K$314.7K+$302026-10-07
Centurion Wealth Management LLC
UNCHANGED2,9992,99900%$311.5K$311.6K+$302026-10-13
Transce3nd, LLC
NEW2,989—+2,989——$311.0K—2026-10-26
Argentarii, LLC
UNCHANGED2,9802,98000%$322.1K$309.6K-$12.5K2026-10-28
Sharkey, Howes & Javer
UNCHANGED2,9772,97700%$309.3K$309.3K+$302026-10-22
CDM Financial Counseling Services, Inc.
UNCHANGED2,9752,97500%$309.0K$309.1K+$302026-10-15
EPG Wealth Management LLC
UNCHANGED2,9462,94600%$306.1K$306.1K+$302026-11-03
Global View Capital Management LLC
DECREASED2,8902,939-49-2%$305.3K$300.2K-$5.1K2026-10-28
Accurate Wealth Management, LLC
DECREASED2,8733,535-662-19%$368.8K$297.2K-$71.6K2026-10-20
BKM Wealth Management, LLC
INCREASED2,8732,762+111+4%$286.9K$298.5K+$11.6K2026-10-22
LVW Advisors, LLC
UNCHANGED2,8322,83200%$294.2K$294.2K+$282026-10-19
Onyx Bridge Wealth Group LLC
UNCHANGED2,8082,80800%$291.7K$291.7K+$282026-10-16
L.K. Benson & Company, P.C.
INCREASED2,8002,542+258+10%$264.1K$290.9K+$26.8K2026-10-23
jvl associates llc
UNCHANGED2,7942,79400%$290.2K$290.3K+$282026-10-09
Mayfair Advisory Group, LLC
UNCHANGED2,7802,78000%$287.5K$288.8K+$1.3K2026-10-20
Archford Capital Strategies, LLC
INCREASED2,7762,758+18+1%$286.5K$288.4K+$1.9K2026-10-19
Blue Fin Capital, Inc.
DECREASED2,7642,784-20-1%$289.2K$287.2K-$2.1K2026-10-28
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED2,7622,746+16+1%$285.3K$287.0K+$1.7K2026-10-14
Guyasuta Investment Advisors Inc
UNCHANGED2,7582,75800%$286.5K$286.5K+$272026-10-15
Tenet Wealth Partners, LLC
DECREASED2,7532,762-90%$287.0K$286.0K-$9902026-10-19
Avion Wealth
UNCHANGED2,7452,74500%$285.0K$285.0K$02026-11-04
Gallacher Capital Management LLC
DECREASED2,7445,046-2,302-46%$524.2K$285.1K-$239.1K2026-10-30
Certified Advisory Corp
DECREASED2,7422,972-230-8%$308.8K$284.9K-$23.9K2026-10-29
Sensible Money, LLC
INCREASED2,7342,693+41+2%$279.7K$284.0K+$4.3K2026-10-20
West Wealth Group, LLC
INCREASED2,7222,144+578+27%$222.7K$282.8K+$60.1K2026-10-14
DecisionPoint Financial, LLC
INCREASED2,718616+2,102+341%$63.5K$279.5K+$216.0K2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED2,7162,71600%$282.1K$282.2K+$272026-10-09
Financial Life Advisors
UNCHANGED2,7152,71500%$282.0K$282.1K+$272026-10-14
Winthrop Advisory Group LLC
DECREASED2,7142,921-207-7%$303.5K$281.9K-$21.5K2026-10-22
Midwest Financial Group LLC
DECREASED2,7102,780-70-3%$288.8K$281.5K-$7.2K2026-10-15
Bill Few Associates, Inc.
UNCHANGED2,7012,70100%$280.6K$280.6K+$272026-10-09
Balboa Wealth Partners
INCREASED2,6982,643+55+2%$274.6K$280.3K+$5.7K2026-10-20
GR Financial Group, LLC
NEW2,687—+2,687——$279.2K—2026-10-27
Pinion Investment Advisors, LLC
DECREASED2,6852,951-266-9%$306.6K$278.9K-$27.6K2026-11-04
Patriot Financial Group Insurance Agency, LLC
NEW2,676—+2,676——$278.0K—2026-10-14
Guardsman Private Capital Management, Inc.
UNCHANGED2,6762,67600%$278.0K$278.0K+$262026-10-19
Gerber, LLC
UNCHANGED2,6662,66600%$276.9K$277.0K+$262026-10-21
Willow Creek Wealth Management Inc.
UNCHANGED2,6652,66500%$276.9K$277.0K+$272026-10-26
Claro Advisors Inc.
UNCHANGED2,6592,65900%$276.2K$276.2K+$272026-11-02
Private Management Group Inc
UNCHANGED2,6552,65500%$275.8K$275.8K+$272026-11-04
St. Clair Advisors, LLC
UNCHANGED2,6502,65000%$275.3K$275.3K+$262026-10-13
Folger Nolan Fleming Douglas Capital Management, Inc
UNCHANGED2,6402,64000%$274.2K$274.3K+$272026-10-13
Stevens Capital Partners
NEW2,638—+2,638——$274.1K—2026-10-29
Portfolio Resources Advisor Group, Inc.
UNCHANGED2,6372,63700%$273.9K$274.0K+$262026-10-20
North Berkeley Wealth Management, LLC
DECREASED2,6344,383-1,749-40%$455.3K$273.7K-$181.7K2026-11-02
Everhart Financial Group, Inc.
UNCHANGED2,6332,63300%$273.5K$273.5K+$262026-10-08
NovaPoint Capital, LLC
INCREASED2,6282,506+122+5%$260.3K$273.0K+$12.7K2026-10-22
Copeland Capital Management, LLC
NEW2,621—+2,621——$272.3K—2026-10-13
Zeit Capital LLC
UNCHANGED2,6202,62000%$272.2K$272.2K+$262026-10-19
GFG Capital, LLC
UNCHANGED2,6172,61700%$271.9K$271.9K+$262026-10-16
Main Street Group, LTD
INCREASED2,6152,581+34+1%$268.1K$271.7K+$3.6K2026-10-28
Cranbrook Wealth Management, LLC
UNCHANGED2,5952,59500%$269.5K$269.6K+$262026-10-28
American State Bank (Iowa)
UNCHANGED2,5842,58400%$268.4K$268.5K+$262026-11-03
Obsidian CIO, LLC
DECREASED2,5602,664-104-4%$276.7K$266.0K-$10.8K2026-11-05
Hanson & Doremus Investment Management
UNCHANGED2,5602,56000%$266.0K$266-$265.7K2026-10-16
Beacon Wealthcare LLC
UNCHANGED2,5582,55800%$265.7K$265.8K+$262026-10-02
ARS Investment Partners, LLC
NEW2,552—+2,552——$265.1K—2026-11-05
Gibbs Wealth Management
DECREASED2,5432,545-20%$264.4K$264.2K-$1822026-10-22
Pennsylvania Capital Management Inc
UNCHANGED2,5422,54200%$264.1K$264.1K+$252026-11-05
Avant Financial Advisors LLC
UNCHANGED2,5352,53500%$263.3K$263.4K+$262026-11-02
Old Mission Investment Co LLC
UNCHANGED2,5312,53100%$262.9K$262.9K+$252026-10-22
Seneca Financial Advisors LLC
UNCHANGED2,5272,52700%$262.5K$262.5K+$252026-10-28
Rockingstone Advisors LLC
UNCHANGED2,5202,52000%$261.8K$261.8K+$252026-10-16
Old Peak Finance LLC
UNCHANGED2,5162,51600%$261.4K$261.4K+$252026-11-02
Private Wealth Partners, LLC
INCREASED2,5062,057+449+22%$213.7K$260.4K+$46.7K2026-10-22
Mcdonald Partners LLC
UNCHANGED2,5052,50500%$260.2K$260.2K+$252026-11-03
Mogy Joel R Investment Counsel Inc
UNCHANGED2,5002,50000%$259.7K$259.7K+$252026-10-13
Churchill Financial Advisors, LLC
UNCHANGED2,4982,49800%$259.5K$259.5K+$252026-10-20
Cooper S Advisors, LLC
UNCHANGED2,4812,48100%$257.7K$257.8K+$252026-11-03
Brown, Lisle Ings, Inc.
DECREASED2,4742,504-30-1%$260.1K$257.0K-$3.1K2026-10-16
Opulen Financial Group LLC
UNCHANGED2,4682,46800%$256.4K$256.4K+$242026-10-22
Colony Family Offices, LLC
INCREASED2,4592,366+93+4%$245.8K$255.5K+$9.7K2026-10-22
Kestra Investment Management, LLC
NEW2,451—+2,451——$254.6K—2026-11-04
Strategic Blueprint, LLC
DECREASED2,4502,512-62-2%$260.9K$254.5K-$6.4K2026-10-22
Moss Adams Wealth Advisors LLC
UNCHANGED2,4502,45000%$254.5K$254.5K+$252026-10-28
WP Advisors, LLC
UNCHANGED2,4442,44400%$253.9K$253.9K+$242026-10-22
Advus Financial Partners, LLC
UNCHANGED2,4392,43900%$253.4K$253.4K+$242026-10-20
Perennial Advisors, LLC
INCREASED2,4352,380+55+2%$247.2K$253.0K+$5.7K2026-10-13
Adkins Seale Capital Management LLC
UNCHANGED2,4262,42600%$252.0K$252.0K+$242026-10-27
Tannin Capital LLC
UNCHANGED2,4212,42100%$251.5K$251.5K+$252026-11-05
Brady Martz Wealth Solutions, LLC
UNCHANGED2,4162,41600%$251.0K$251.0K+$242026-11-05
Canvas Wealth Advisors, LLC
UNCHANGED2,4152,41500%$250.9K$252.0K+$1.1K2026-11-02
Merited Wealth, LLC
DECREASED2,4102,896-486-17%$300.8K$250.4K-$50.5K2026-10-13
Rodgers & Associates, LTD
INCREASED2,4092,184+225+10%$226.9K$250.3K+$23.4K2026-10-20
Summit Investment Advisory Services, LLC
UNCHANGED2,4082,40800%$250.1K$250.2K+$242026-11-03
Allodium Investment Consultants, LLC
UNCHANGED2,4062,40600%$249.9K$250.0K+$242026-10-14
CRA Financial Services, LLC
UNCHANGED2,4012,40100%$249.4K$249.4K+$242026-10-16
RED Lighthouse Investment Management, LLC
UNCHANGED2,4002,40000%$249.3K$249.3K+$242026-11-02
Portside Wealth Group, LLC
NEW2,391—+2,391——$248.4K—2026-10-20
Boston Standard Wealth Management, LLC
DECREASED2,3912,392-10%$246.7K$248.5K+$1.8K2026-10-07
Stackstone Wealth, LLC
NEW2,382—+2,382——$247.5K—2026-10-19
QTR Family Wealth, LLC
UNCHANGED2,3782,37800%$247.0K$247.0K+$242026-11-02
WealthSpring Partners, LLC
NEW2,375—+2,375——$246.7K—2026-10-14
Hunter Associates Investment Management LLC
UNCHANGED2,3752,37500%$246.0K$246-$245.8K2026-10-26
Northland Securities, Inc.
UNCHANGED2,3742,37400%$246.6K$246.6K+$232026-11-02
MontVue Capital Management, Inc.
UNCHANGED2,3642,36400%$245.6K$245.6K+$232026-10-19
Brown Wealth Management, LLC
UNCHANGED2,3632,36300%$245.5K$245.5K+$232026-10-20
Arwa LLC
DECREASED2,3613,406-1,045-31%$353.6K$244.3K-$109.3K2026-10-21
Root Financial Partners, LLC
NEW2,344—+2,344——$243.5K—2026-10-21
Retirement Investment Advisors, Inc.
DECREASED2,3412,342-10%$241.8K$243.2K+$1.4K2026-10-22
Twelve Points Wealth Management LLC
DECREASED2,3312,333-20%$242.4K$241.0K-$1.4K2026-11-03
Fiduciary Alliance LLC
DECREASED2,3282,828-500-18%$293.8K$241.9K-$51.9K2026-10-13
Tritonpoint Wealth, LLC
DECREASED2,3232,388-65-3%$248.1K$241.3K-$6.7K2026-10-19
Parthenon LLC
UNCHANGED2,3132,31300%$240.3K$240.3K+$242026-10-22
Asempa Wealth Advisors
DECREASED2,3112,558-247-10%$265.7K$237.6K-$28.1K2026-10-07
Pinkerton Wealth, LLC
DECREASED2,2722,463-191-8%$239.2K$236.0K-$3.2K2026-10-29
Ashurst Perkins Coie Trust Co
DECREASED2,2712,646-375-14%$274.9K$235.9K-$38.9K2026-10-15
Cultivar Capital, Inc.
NEW2,268—+2,268——$235.6K—2026-10-14
GW Henssler & Associates LTD
INCREASED2,2522,172+80+4%$225.6K$234.0K+$8.3K2026-10-26
Powerhouse Assets LLC
UNCHANGED2,2502,25000%$233.7K$233.8K+$232026-10-19
Iron Financial LLC
UNCHANGED2,2392,23900%$232.6K$232.6K+$222026-10-23
Fiduciary Financial Group, LLC
UNCHANGED2,2352,23500%$232.2K$232.2K+$222026-10-13
Aurora Private Wealth, Inc.
DECREASED2,2062,269-63-3%$236.0K$229-$235.8K2026-10-20
Fulcrum Capital LLC
UNCHANGED2,2032,20300%$228.8K$228.9K+$222026-10-15
Aufman Associates Inc
UNCHANGED2,2002,20000%$228.5K$228.6K+$222026-11-04
apricus wealth, LLC
UNCHANGED2,1832,18300%$226.8K$226.8K+$222026-10-26
Middleton & Co Inc
DECREASED2,1802,265-85-4%$235.3K$226.5K-$8.8K2026-10-23
AIA Group Ltd
INCREASED2,1731,470+703+48%$152.7K$225.8K+$73.0K2026-10-30
Sky Investment Group LLC
NEW2,169—+2,169——$225.3K—2026-10-30
North Capital, Inc.
DECREASED2,1634,006-1,843-46%$416.1K$223.8K-$192.3K2026-10-16
William Mack & Associates, Inc.
DECREASED2,1592,389-230-10%$248.2K$224.3K-$23.9K2026-10-27
Berkshire Money Management, Inc.
NEW2,146—+2,146——$222.9K—2026-10-21
Abound Wealth Management
INCREASED2,1431,802+341+19%$187.2K$222.6K+$35.4K2026-10-26
WealthPlan Investment Management, LLC
NEW2,139—+2,139——$222.2K—2026-10-15
Veltria Advisors Corp.
NEW2,100—+2,100——$218.2K—2026-11-05
Richmond Investment Services, LLC
UNCHANGED2,0992,09900%$218.0K$218.0K+$222026-10-29
Northwest Wealth Management, LLC
UNCHANGED2,0962,09600%$217.7K$217.8K+$212026-10-30
Liberty Capital Management, Inc.
UNCHANGED2,0762,07600%$215.7K$215.7K+$212026-11-02
Noesis Capital Mangement Corp
NEW2,071—+2,071——$215.2K—2026-10-26
Marathon Strategic Advisors, LLC
DECREASED2,0672,112-45-2%$219.4K$214.8K-$4.7K2026-10-20
Kozak & Associates, Inc.
UNCHANGED2,0652,06500%$212.7K$214.1K+$1.4K2026-10-29
Vicus Capital
UNCHANGED2,0572,05700%$213.7K$213.7K+$212026-11-05
Bensler, LLC
UNCHANGED2,0442,04400%$212.4K$212.4K+$212026-11-05
Lee Financial Co
UNCHANGED2,0312,03100%$211.0K$211.0K+$202026-10-16
Black Diamond Financial, LLC
UNCHANGED2,0302,03000%$210.9K$210.9K+$212026-10-26
Almanack Investment Partners, Llc.
UNCHANGED2,0242,02400%$210.3K$210.3K+$202026-11-03
Iams Wealth Management, LLC
UNCHANGED2,0182,01800%$209.7K$209.7K+$202026-10-15
SS&H Financial Advisors, Inc.
UNCHANGED2,0002,00000%$208.0K$208-$207.8K2026-10-28
Wilkins Miller Wealth Management, LLC
NEW1,998—+1,998——$207.6K—2026-10-13
Henderson Brothers Financial Partners, LLC
NEW1,995—+1,995——$207.3K—2026-11-03
Pinnacle Financial Group, LLC / IL
UNCHANGED1,9921,99200%$206.9K$207.0K+$192026-10-29
Ethic Inc.
NEW1,991—+1,991——$206.9K—2026-11-03
Alkeme Wealth, LLC
UNCHANGED1,9891,98900%$206.6K$206.6K+$202026-10-08
Invenio Wealth Partners LLC
UNCHANGED1,9721,97200%$204.9K$204.9K+$202026-10-20
Heritage Investment Group, Inc.
UNCHANGED1,9521,95200%$202.8K$202.8K+$192026-11-03
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED1,9431,94300%$201.8K$201.9K+$202026-10-28
Legacy Wealth Management, LLC / MS
NEW1,938—+1,938——$201.3K—2026-10-30
Vermillion Wealth Management, Inc.
DECREASED1,9383,616-1,678-46%$375.6K$201.3K-$174.3K2026-10-26
Monarch Capital Management Inc
UNCHANGED1,9381,93800%$201.3K$201.3K+$192026-10-19
Clayton Financial Group LLC
NEW1,928—+1,928——$200.4K—2026-10-13
USA Financial Formulas
NEW1,925—+1,925——$200.0K—2026-10-16
Strategic Planning Group, LLC
UNCHANGED1,9251,92500%$200.0K$200.1K+$202026-10-22
Roger Wittlin Investment Advisory, LLC
UNCHANGED1,9251,92500%$200.1K$200.1K+$192026-10-19
Legacies Wealth LLC
UNCHANGED1,8401,84000%$191.1K$191.2K+$192026-11-02
Kroeger Financial Partners
UNCHANGED1,8351,83500%$190.6K$190.6K+$182026-10-19
City State Bank
INCREASED1,7981,610+188+12%$167.2K$186.8K+$19.5K2026-10-20
GoalVest Advisory LLC
UNCHANGED1,7921,79200%$186.2K$186.2K+$182026-10-02
Gilpin Wealth Management, LLC
DECREASED1,7861,790-40%$185.9K$185.5K-$3982026-10-09
Maryland Capital Advisors Inc.
UNCHANGED1,7441,74400%$181.2K$181.2K+$182026-10-15
Armor Investment Advisors, LLC
UNCHANGED1,7221,72200%$178.9K$178.9K+$172026-10-27
Southern Michigan Bank & Trust
DECREASED1,6821,784-102-6%$185.3K$174.7K-$10.6K2026-10-19
Miller Global Investments, LLC
INCREASED1,6631,063+600+56%$110.4K$172.8K+$62.3K2026-10-02
CoreCap Advisors, LLC
DECREASED1,5791,699-120-7%$176.5K$164.0K-$12.5K2026-10-08
Gleason Group, Inc.
INCREASED1,577577+1,000+173%$60.0K$163.9K+$103.9K2026-10-15
Cassaday & Co Wealth Management LLC
INCREASED1,5571,362+195+14%$141.4K$161.7K+$20.3K2026-10-27
Align Financial, LLC
UNCHANGED1,5151,51500%$157.3K$157.4K+$152026-10-16
Sima Wealth Partners, LLC
UNCHANGED1,4441,44400%$150.0K$150.1K+$142026-10-19
Archer Investment Corp
UNCHANGED1,4111,41100%$146.6K$146.6K+$142026-11-05
Nova Financial LLC
NEW1,359—+1,359——$141.2K—2026-11-04
Bfsg, LLC
DECREASED1,3111,339-28-2%$139.1K$136.2K-$2.9K2026-10-30
Summit Securities Group LLC
UNCHANGED1,3001,30000%$135.0K$135.1K+$132026-11-05
Davis Capital Management
UNCHANGED1,2931,29300%$134.3K$134.3K+$132026-10-08
Cdkv Holdings LLC
UNCHANGED1,2631,26300%$131.2K$131.2K+$132026-10-28
Joseph Group Capital Management
DECREASED1,2463,249-2,003-62%$337.5K$129.4K-$208.1K2026-11-04
Maseco LLP
UNCHANGED1,1821,18200%$122.8K$122.8K+$472026-10-27
Kings Path Partners LLC
UNCHANGED1,1751,17500%$122.1K$122.1K+$122026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED1,1741,17400%$122.0K$122.0K+$112026-10-15
Albion Financial Group
UNCHANGED1,1711,17100%$121.6K$121.7K+$122026-10-21
Balance Wealth Partners LLC
NEW1,165—+1,165——$121.0K—2026-10-27
Rydar Equities, Inc.
NEW1,147—+1,147——$118.3K—2026-10-13
Rosenberg Matthew Hamilton
DECREASED1,0901,134-44-4%$117.8K$113.2K-$4.6K2026-10-05
Evensky & Katz LLC
INCREASED1,086771+315+41%$80.0K$113-$79.9K2026-10-27
Barrett & Company, Inc.
UNCHANGED1,0841,08400%$112.6K$112.6K+$112026-10-22
Hamilton Point Investment Advisors, LLC
UNCHANGED1,0751,07500%$111.7K$111.7K+$112026-11-03
Breakwater Investment Management
DECREASED1,0601,063-30%$110.4K$110.1K-$3012026-10-20
Union Savings Bank
DECREASED1,0581,407-349-25%$146.2K$109.9K-$36.2K2026-10-14
Triumph Capital Management
UNCHANGED1,0371,03700%$107.7K$107.7K+$102026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED1,0331,03300%$107.4K$107.4K+$102026-10-23
Olistico Wealth, LLC
UNCHANGED1,0231,02300%$106.3K$106.3K+$102026-10-05
Louisbourg Investments Inc.
UNCHANGED1,0201,02000%$106.0K$106.0K+$102026-10-20
Richard P Slaughter Associates Inc
DECREASED961975-14-1%$101.3K$99.8K-$1.4K2026-10-13
Bay Harbor Wealth Management, LLC
UNCHANGED95295200%$98.9K$98.9K+$92026-11-03
Granite Investment Partners, LLC
UNCHANGED95095000%$98.7K$98.7K+$102026-11-04
Latitude Advisors, LLC
NEW949—+949——$98.6K—2026-10-27
Cornerstone National Bank & Trust Co
UNCHANGED94994900%$97.8K$97.6K-$1902026-10-20
Family Capital Trust Co
UNCHANGED93193100%$96.7K$96.7K+$92026-10-22
Midwest Capital Advisors, LLC
UNCHANGED90290200%$93.7K$93.8K+$102026-11-04
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED88388300%$91.0K$91-$90.9K2026-11-02
Creative Financial Designs Inc
UNCHANGED87887800%$91.2K$91.2K+$82026-11-04
United Financial Planning Group LLC
UNCHANGED84184100%$87.4K$87.4K+$82026-11-04
Quaker Wealth Management, LLC
UNCHANGED81381300%$84.4K$84.4K+$82026-10-22
Hughes Financial Services, LLC
UNCHANGED79879800%$82.9K$83.3K+$3752026-10-30
Realta Investment Advisors
UNCHANGED78278200%$81.2K$81.2K+$82026-10-14
Phillip James Consulting Co.
NEW750—+750——$77.9K—2026-11-03
Nexus Investment Management ULC
UNCHANGED75075000%$77.9K$77.9K+$82026-10-27
Sfam, LLC
UNCHANGED73573500%$76.4K$76.4K+$72026-11-03
Beacon Investment Advisory Services, Inc.
UNCHANGED71571500%$74.3K$74.3K+$72026-10-13
Signature Equity Partners, LLC
INCREASED711604+107+18%$62.7K$73.8K+$11.1K2026-10-29
SYM Financial Corp
DECREASED653671-18-3%$69.7K$67.8K-$1.9K2026-10-26
Versant Capital Management, Inc
INCREASED650260+390+150%$27.0K$67.5K+$40.5K2026-10-02
Madden Securities Corp
NEW646—+646——$67.1K—2026-10-27
Cape Investment Advisory, Inc.
UNCHANGED62562500%$64.9K$64.9K+$62026-10-13
Avestar Capital, LLC
DECREASED6232,797-2,174-78%$290.6K$64.7K-$225.8K2026-10-28
Marshall & Sterling Wealth Advisors Inc.
NEW616—+616——$64.0K—2026-10-28
Kentucky Trust Co
UNCHANGED60060000%$62.3K$62.3K+$62026-10-15
Yankcom Partnership
UNCHANGED57657600%$59.8K$59.8K+$62026-10-15
McCarley & Cook Financial Planners
UNCHANGED56956900%$59.1K$59.1K+$52026-10-21
West Financial Advisors, LLC
NEW552—+552——$57.3K—2026-10-22
Roxbury Financial LLC
UNCHANGED55155100%$57.2K$57.2K+$62026-10-01
Financial Consulate, Inc
DECREASED5361,070-534-50%$111.2K$55.7K-$55.5K2026-10-23
IMG Wealth Management, Inc.
UNCHANGED53653600%$55.7K$55.7K+$52026-10-27
Kennebec Savings Bank
UNCHANGED51551500%$53.5K$53.5K+$52026-10-22
Silver Grove Financial Group, Inc.
INCREASED500300+200+67%$31.2K$51.9K+$20.8K2026-11-05
Fairscale Capital, LLC
UNCHANGED45445400%$47.2K$46.9K-$2322026-11-04
Hoese & Co LLP
UNCHANGED45045000%$46.7K$46.8K+$42026-10-21
Kingdom Financial Group Llc.
NEW443—+443——$46.0K—2026-11-04
Dorato Capital Management
DECREASED431463-32-7%$48.3K$44.4K-$3.9K2026-10-08
Arjuna Capital
UNCHANGED43043000%$44.7K$44.7K+$42026-11-03
Nemes Rush Group LLC
UNCHANGED41241200%$42.8K$42.8K+$42026-11-04
Balentine LLC
UNCHANGED41141100%$42.7K$42.7K+$42026-11-03
Investment Research & Advisory Group, Inc.
UNCHANGED40340300%$41.9K$41.9K+$42026-10-19
Pacifica Partners Inc.
UNCHANGED39739700%$41.4K$40.8K-$6152026-10-09
Pflug Koory, LLC
UNCHANGED38838800%$40.3K$40.3K+$42026-10-26
Activest Wealth Management
UNCHANGED37937900%$39.4K$39.4K+$32026-10-15
FinArc Investments, Inc.
NEW375—+375——$39.0K—2026-10-14
Key Capital Management, Inc
INCREASED362113+249+220%$11.7K$37.6K+$25.9K2026-11-03
Murphy & Mullick Capital Management Corp
UNCHANGED36236200%$37.6K$37.6K+$32026-11-02
Capital Investment Counsel, Inc
NEW357—+357——$37.1K—2026-10-20
Toth Financial Advisory Corp
UNCHANGED33533500%$34.8K$34.8K+$42026-10-08
Smallwood Wealth Investment Management, LLC
DECREASED330419-89-21%$43.5K$34.3K-$9.2K2026-10-30
MV Capital Management, Inc.
UNCHANGED31731700%$32.9K$32.9K+$42026-10-29
Hilton Head Capital Partners, LLC
UNCHANGED27227200%$28.3K$28.3K+$32026-10-23
Covestor Ltd
DECREASED257265-8-3%$28$27-$12026-10-30
Granite FO LLC
UNCHANGED25225200%$26.2K$26.2K+$22026-10-14
SJS Investment Consulting Inc.
UNCHANGED24224200%$25.1K$25.1K+$32026-10-26
Vima LLC
UNCHANGED23823800%$24.7K$24.7K+$32026-10-23
Foster Dykema Cabot & Partners, LLC
UNCHANGED23423400%$24.4K$24.3K-$402026-10-30
First United Bank & Trust
DECREASED230358-128-36%$37.2K$23.9K-$13.3K2026-10-22
Hazlett, Burt & Watson, Inc.
UNCHANGED22022000%$15.0K$15.0K$02026-11-04
Comprehensive Financial Planning, Inc.
UNCHANGED19219200%$20.0K$20.0K+$12026-10-27
CKW Financial Group
UNCHANGED19119100%$20.0K$20-$20.0K2026-10-29
MB, Levis & Associates, LLC
UNCHANGED17017000%$17.6K$17.6K+$12026-10-16
J.Safra Asset Management Corp
UNCHANGED16816800%$17.5K$17.5K+$22026-11-03
Essential Investment Partners LLC
NEW164—+164——$17.0K—2026-10-27
Daytona Street Capital LLC
DECREASED160553-393-71%$49.5K$16.6K-$32.9K2026-10-15
Register Financial Advisors LLC
INCREASED150114+36+32%$11.8K$15.6K+$3.7K2026-10-23
Quest 10 Wealth Builders, Inc.
DECREASED150153-3-2%$15.9K$15.6K-$3102026-11-02
Arlington Trust Co LLC
UNCHANGED14814800%$15.4K$15.4K+$22026-10-20
Bank & Trust Co
UNCHANGED13513500%$14.0K$14.0K+$12026-10-07
Highline Wealth Partners LLC
UNCHANGED12712700%$13.2K$13.2K+$12026-10-19
Virginia Estate & Retirement Planning Advisors Inc.
NEW125—+125——$13.0K—2026-10-14
GGM Financial LLC
UNCHANGED12212200%$12.7K$12.7K+$12026-11-05
Ashton Thomas Securities, LLC
NEW110—+110——$11.4K—2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED11011000%$11.4K$11.4K+$12026-10-16
Sawyer & Company, Inc
UNCHANGED10910900%$11.3K$11.3K+$12026-10-21
Manchester Capital Management LLC
UNCHANGED10210200%$10.6K$10.6K+$12026-10-22
Lodestone Wealth Management LLC
NEW100—+100——$10.4K—2026-10-14
Curat Global, LLC
UNCHANGED10010000%$10.4K$10.4K+$12026-10-26
Towne Trust Company, N.a
NEW99—+99——$10.3K—2026-10-28
Friedenthal Financial
NEW97—+97——$10.1K—2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED961,086-990-91%$112.8K$10.0K-$102.8K2026-10-14
Horrell Capital Management, Inc.
UNCHANGED959500%$9.9K$9.9K+$12026-10-08
Investors Research Corp
NEW83—+83——$8.6K—2026-10-07
Clark Wealth Partners
UNCHANGED808000%$8.3K$8.3K+$12026-10-19
Mosley Wealth Management
UNCHANGED767600%$7.9K$7.9K-$162026-10-16
Edgemoor Investment Advisors, Inc.
NEW74—+74——$7.7K—2026-11-03
Elevated Capital Advisors, LLC
UNCHANGED717100%$7.4K$7.4K+$12026-11-04
Markowski Investments
INCREASED6518+47+261%$1.9K$6.8K+$4.9K2026-10-30
Thompson Investment Management, Inc.
UNCHANGED626200%$6.4K$6.4K$02026-10-14
Montgomery Financial Services LLC
UNCHANGED616100%$6.3K$6.3K$02026-11-03
BankChampaign, National Association
UNCHANGED606000%$6.2K$6.2K$02026-10-19
Birchwood Financial Partners, Inc.
UNCHANGED545400%$5.6K$5.6K$02026-11-02
1620 Investment Advisors, Inc.
UNCHANGED474700%$4.9K$4.9K+$12026-11-04
Princeton Global Asset Management LLC
DECREASED45145-100-69%$15.1K$4.7K-$10.4K2026-10-21
Bradley & Co. Private Wealth Management, LLC
UNCHANGED424200%$4.4K$4.4K+$12026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED393900%$4.0K$4.0K+$12026-10-07
CrossGen Wealth, LLC
UNCHANGED262600%$2.7K$2.7K$02026-10-30
Ascentis Wealth Management, LLC
UNCHANGED242400%$2.5K$2.5K$02026-11-03
Burkett Financial Services, LLC
UNCHANGED212100%$2.2K$2.2K+$12026-10-01
Carolina Wealth Advisors, LLC
NEW15—+15——$1.6K—2026-10-23
Networth Advisors, LLC
UNCHANGED151500%$1.6K$1.6K$02026-11-03
Community Financial Services Group, LLC
UNCHANGED101000%$1.0K$1.0K-$22026-10-15
Planning Strategies Inc.
UNCHANGED8800%$831$831$02026-10-02
Next Level Wealth Planning, LLC
NEW7—+7——$727—2026-10-29
Reap Financial Group, LLC
UNCHANGED4400%$416$416$02026-11-02
Bear Mountain Capital, Inc.
UNCHANGED1100%$104$104$02026-11-04
A&I Financial Services, LLC
CLOSED0400,128-400,128-100%$41.6M$0-$41.6M2026-10-15
Sterling Capital Management LLC
CLOSED068,612-68,612-100%$7.1M$0-$7.1M2026-10-22
Fund Evaluation Group, LLC
CLOSED060,266-60,266-100%$6.2M$0-$6.2M2026-11-05
Pacific Excel Wealth Advisors, Inc.
CLOSED058,846-58,846-100%$6.1M$0-$6.1M2026-10-27
Canoe Financial LP
CLOSED026,620-26,620-100%$3.0M$0-$3.0M2026-10-21
Newport Capital Group, LLC
CLOSED019,592-19,592-100%$2.0M$0-$2.0M2026-10-16
Wlth Capital Management, LLC
CLOSED015,800-15,800-100%$1.6M$0-$1.6M2026-10-20
Private Client Services, LLC
CLOSED014,983-14,983-100%$1.6M$0-$1.6M2026-10-02
Quartz Partners, LLC
CLOSED012,807-12,807-100%$1.3M$0-$1.3M2026-11-03
WealthBridge Capital Management, LLC
CLOSED010,080-10,080-100%$1.0M$0-$1.0M2026-10-16
Johnson Financial Group, LLC
CLOSED09,855-9,855-100%$1.0M$0-$1.0M2026-11-03
Vested Financial Planning, LLC
CLOSED06,805-6,805-100%$706.9K$0-$706.9K2026-10-28
Central Valley Advisors, LLC
CLOSED06,343-6,343-100%$658.8K$0-$658.8K2026-10-27
Quadcap Wealth Management, LLC
CLOSED05,124-5,124-100%$532.3K$0-$532.3K2026-11-02
Absolute Capital Management, LLC
CLOSED04,519-4,519-100%$469.4K$0-$469.4K2026-10-16
Bull Street Advisors, LLC
CLOSED03,853-3,853-100%$400.0K$0-$400.0K2026-10-20
TritonPoint Partners, LLC
CLOSED02,927-2,927-100%$304.0K$0-$304.0K2026-11-05
Aureum Wealth Management, LLC
CLOSED02,805-2,805-100%$291.4K$0-$291.4K2026-10-15
Stronghold Wealth Management L.L.C.
CLOSED02,678-2,678-100%$278.2K$0-$278.2K2026-10-16
Wealthcare Capital Management LLC
CLOSED02,583-2,583-100%$268.3K$0-$268.3K2026-10-21
One Wealth Capital Management, LLC
CLOSED02,538-2,538-100%$263.6K$0-$263.6K2026-10-23
Tenzing Financial LLC
CLOSED02,511-2,511-100%$264.8K$0-$264.8K2026-11-03
Capstone Wealth Management Group, Inc.
CLOSED02,108-2,108-100%$219.0K$0-$219.0K2026-10-19
Tempus Wealth Planning, LLC
CLOSED02,026-2,026-100%$210.5K$0-$210.5K2026-10-14
Saxony Capital Management, LLC
CLOSED01,998-1,998-100%$207.6K$0-$207.6K2026-10-15
Summit Investment Advisors, Inc.\KS
CLOSED01,925-1,925-100%$200.0K$0-$200.0K2026-11-05
Robinswood Financial LLC
CLOSED0647-647-100%$67.2K$0-$67.2K2026-10-20
Nfsg Corp
CLOSED0517-517-100%$53.7K$0-$53.7K2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED0438-438-100%$45.5K$0-$45.5K2026-10-29
LifeSteps Financial, Inc.
CLOSED0368-368-100%$38.2K$0-$38.2K2026-10-15
Gill Capital Partners, LLC
CLOSED0326-326-100%$33.9K$0-$33.9K2026-10-13
Encompass More Asset Management
CLOSED0151-151-100%$15.7K$0-$15.7K2026-10-16
Blueline Advisors LLC
CLOSED075-75-100%$5.6K$0-$5.6K2026-10-15
Wilkerson Advisory Group LLC
CLOSED034-34-100%$3.5K$0-$3.5K2026-10-20
Horizon Financial Services, LLC
CLOSED030-30-100%$3.1K$0-$3.1K2026-11-04
Stone House Investment Management, LLC
CLOSED010-10-100%$1.1K$0-$1.1K2026-10-23
Prairie Wealth Advisors, Inc.
UNCHANGED000—$433.5K$501.5K+$68.0K2026-10-29
BlackRock, Inc.
N/A—94,036,634-94,036,634-100%$9.8B———
Bank of America Corp
N/A—40,238,465-40,238,465-100%$4.2B———
Goldman Sachs Group Inc
N/A—32,796,461-32,796,461-100%$3.4B———
Morgan Stanley
N/A—30,454,694-30,454,694-100%$3.2B———
Northern Trust Corp
N/A—21,440,272-21,440,272-100%$2.2B———
JPMorgan Chase & Co
N/A—20,067,791-20,067,791-100%$2.1B———
Wells Fargo & Company
N/A—16,095,002-16,095,002-100%$1.7B———
UBS Group AG
N/A—12,331,932-12,331,932-100%$1.3B———
Royal Bank of Canada
N/A—10,969,164-10,969,164-100%$1.1B———
Northwestern Mutual Investment Management Company, LLC
N/A—10,419,892-10,419,892-100%$1.1B———
FMR LLC
N/A—8,501,459-8,501,459-100%$883.1M———
PNC Financial Services Group, Inc.
N/A—8,393,669-8,393,669-100%$871.9M———
TD Asset Management Inc
N/A—8,346,135-8,346,135-100%$867.0M———
Envestnet Asset Management Inc
N/A—7,285,707-7,285,707-100%$756.8M———
Jones Financial Companies Lllp
N/A—6,626,048-6,626,048-100%$680.0M———
Bessemer Group Inc
N/A—6,387,562-6,387,562-100%$663.5M———
AlTi Global, Inc.
N/A—5,853,778-5,853,778-100%$608.1M———
LPL Financial LLC
N/A—5,668,075-5,668,075-100%$588.8M———
Bank of Montreal
N/A—4,674,517-4,674,517-100%$485.6M———
Raymond James Financial Inc
N/A—3,801,560-3,801,560-100%$394.9M———
Fifth Third Bancorp
N/A—3,752,543-3,752,543-100%$389.8M———
Ameriprise Financial Inc
N/A—3,289,484-3,289,484-100%$342.0M———
Rockefeller Capital Management L.P.
N/A—3,218,966-3,218,966-100%$334.4M———
Natixis Advisors, LLC
N/A—3,012,272-3,012,272-100%$312.9M———
Sand Hill Global Advisors, LLC
N/A—2,996,113-2,996,113-100%$311.2M———
Mariner, LLC
N/A—2,891,642-2,891,642-100%$300.4M———
Hackensack Meridian Health, Inc.
N/A—2,823,932-2,823,932-100%$293.4M———
Northwestern Mutual Wealth Management Co
N/A—2,541,735-2,541,735-100%$264.0M———
Flow Traders U.S. LLC
N/A—2,466,270-2,466,270-100%$256.2M———
Susquehanna International Group, LLP
N/A—2,078,499-2,078,499-100%$215.9M———
Prudential Financial Inc
N/A—2,029,382-2,029,382-100%$210.8M———
Cerity Partners LLC
N/A—2,008,850-2,008,850-100%$175.6M———
CIBC Bancorp USA Inc.
N/A—2,008,148-2,008,148-100%$208.2M———
Jane Street Group, LLC
N/A—2,001,202-2,001,202-100%$207.9M———
Hirtle & Co., LLC
N/A—1,980,601-1,980,601-100%$205.7M———
Barclays PLC
N/A—1,891,212-1,891,212-100%$196.5M———
Cetera Investment Advisers
N/A—1,795,591-1,795,591-100%$186.5M———
Wellspring Financial Advisors, LLC
N/A—1,746,175-1,746,175-100%$3.4M———
HighTower Advisors, LLC
N/A—1,680,238-1,680,238-100%$174.5M———
Osaic Holdings, Inc.
N/A—1,679,951-1,679,951-100%$174.5M———
Focus Partners Wealth
N/A—1,598,642-1,598,642-100%$166.1M———
M&T Bank Corp
N/A—1,590,240-1,590,240-100%$165.2M———
Financial Engines Advisors L.L.C.
N/A—1,576,309-1,576,309-100%$163.7M———
Mercer Global Advisors Inc
N/A—1,520,294-1,520,294-100%$157.9M———
Baird Financial Group, Inc.
N/A—1,494,850-1,494,850-100%$155.3M———
Stifel Financial Corp
N/A—1,477,918-1,477,918-100%$153.5M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,473,034-1,473,034-100%$153.0M———
Old Mission Capital LLC
N/A—1,446,895-1,446,895-100%$150.3M———
SG Americas Securities, LLC
N/A—1,378,940-1,378,940-100%$143.2M———
Captrust Financial Advisors
N/A—1,275,923-1,275,923-100%$132.5M———
Arvest Bank Trust Division
N/A—1,264,357-1,264,357-100%$131.3M———
Pathstone Holdings, LLC
N/A—1,244,155-1,244,155-100%$129.2M———
Prosperity Consulting Group, LLC
N/A—1,151,840-1,151,840-100%$119.7M———
Bank of Nova Scotia
N/A—1,149,536-1,149,536-100%$119.4M———
Huntington National Bank
N/A—1,055,564-1,055,564-100%$109.7M———
Blair William & Co
N/A—994,809-994,809-100%$103.3M———
Brown Advisory Inc
N/A—937,791-937,791-100%$97.4M———
Becker Capital Management Inc
N/A—929,434-929,434-100%$96.5M———
State Board of Administration of Florida Retirement System
N/A—922,952-922,952-100%$95.9M———
Glenmede Trust Co NA
N/A—900,901-900,901-100%$93.6M———
Commerce Bank
N/A—900,221-900,221-100%$93.5M———
Stock Yards Bank & Trust Co
N/A—874,038-874,038-100%$90.8M———
Capital International Investors
N/A—862,299-862,299-100%$89.2M———
Franklin Resources Inc
N/A—856,985-856,985-100%$89.0M———
Pinnacle Financial Partners, Inc.
N/A—842,582-842,582-100%$87.5M———
BNP Paribas Financial Markets
N/A—810,792-810,792-100%$84.2M———
National Bank of Canada
N/A—791,726-791,726-100%$82.3M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—787,607-787,607-100%$81.8M———
Sanctuary Advisors, LLC
N/A—778,613-778,613-100%$80.9M———
Ensign Peak Advisors, Inc
N/A—778,595-778,595-100%$80.9M———
MML Investors Services, LLC
N/A—771,228-771,228-100%$80.1M———
Cresset Asset Management, LLC
N/A—729,064-729,064-100%$75.7M———
NorthRock Partners, LLC
N/A—681,246-681,246-100%$70.8M———
Capitolis Liquid Global Markets LLC
N/A—680,500-680,500-100%$70.7M———
Destination Wealth Management
N/A—673,331-673,331-100%$69.9M———
Janney Montgomery Scott LLC
N/A—661,073-661,073-100%$68.7M———
Hancock Whitney Corp
N/A—656,464-656,464-100%$68.2M———
Miller Investment Management, LP
N/A—649,538-649,538-100%$67.5M———
Trustmark Bank Trust Department
N/A—629,126-629,126-100%$65.4M———
Beacon Pointe Advisors, LLC
N/A—626,173-626,173-100%$65.0M———
SCS Capital Management LLC
N/A—610,352-610,352-100%$63.4M———
Deutsche Bank Ag\
N/A—609,701-609,701-100%$63.3M———
MetLife Investment Management, LLC
N/A—606,500-606,500-100%$63.0M———
Wealthspire Advisors, LLC
N/A—580,559-580,559-100%$60.3M———
HSBC Holdings PLC
N/A—575,294-575,294-100%$59.6M———
Bontempo Ohly Capital Mgmt LLC
N/A—571,238-571,238-100%$59.3M———
Alliancebernstein L.P.
N/A—564,968-564,968-100%$54.9M———
Johnson Investment Counsel Inc
N/A—563,443-563,443-100%$58.5M———
CIBC World Market Inc.
N/A—560,150-560,150-100%$58.2M———
1ST Source Bank
N/A—553,118-553,118-100%$57.5M———
Savant Capital, LLC
N/A—539,407-539,407-100%$56.1M———
BTC Capital Management, Inc.
N/A—536,747-536,747-100%$55.8M———
NewEdge Wealth, LLC
N/A—533,044-533,044-100%$55.4M———
Fiducient Advisors LLC
N/A—532,654-532,654-100%$55.3M———
Clearstead Advisors, LLC
N/A—529,778-529,778-100%$55.0M———
Toronto Dominion Bank
N/A—522,529-522,529-100%$53.8M———
First National Bank of Omaha
N/A—509,296-509,296-100%$52.7M———
Fiera Capital Corp
N/A—501,643-501,643-100%$52.1M———
Schonfeld Strategic Advisors LLC
N/A—500,000-500,000-100%$51.9M———
WIT, LLC
N/A—491,177-491,177-100%$51.0M———
Lbmc Investment Advisors, LLC
N/A—486,616-486,616-100%$50.5M———
Millennium Management LLC
N/A—478,517-478,517-100%$49.7M———
State Street Corp
N/A—466,249-466,249-100%$48.4M———
Nearwater Capital Markets, Ltd
N/A—465,000-465,000-100%$48.3M———
MAI Capital Management
N/A—436,703-436,703-100%$45.4M———
Omers Administration Corp
N/A—420,175-420,175-100%$43.6M———
Redwood Investment Management, LLC
N/A—419,150-419,150-100%$43.5M———
MainStreet Investment Advisors LLC
N/A—404,826-404,826-100%$42.1M———
Bleakley Financial Group, LLC
N/A—401,640-401,640-100%$41.7M———
Strategic Wealth Partners, Ltd.
N/A—399,214-399,214-100%$41.5M———
Ballentine Partners, LLC
N/A—391,817-391,817-100%$40.7M———
AQR Capital Management LLC
N/A—390,245-390,245-100%$40.5M———
Curi Capital, LLC
N/A—387,025-387,025-100%$40.2M———
First Commonwealth Financial Corp
N/A—384,567-384,567-100%$39.9M———
Dynasty Wealth Management, LLC
N/A—368,411-368,411-100%$38.3M———
Moneta Group Investment Advisors LLC
N/A—367,450-367,450-100%$38.2M———
Composition Wealth, LLC
N/A—356,664-356,664-100%$37.1M———
Equitable Holdings, Inc.
N/A—346,402-346,402-100%$36.0M———
National Philanthropic Trust
N/A—340,191-340,191-100%$35.3M———
DRW Securities, LLC
N/A—336,613-336,613-100%$35.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—328,250-328,250-100%$34.1M———
Lazard Asset Management LLC
N/A—326,181-326,181-100%$33.9M———
Valmark Advisers, Inc.
N/A—323,896-323,896-100%$33.6M———
Kayne Anderson Rudnick Investment Management LLC
N/A—322,532-322,532-100%$33.5M———
IEQ Capital, LLC
N/A—313,036-313,036-100%$32.5M———
Painted Porch Advisors LLC
N/A—312,257-312,257-100%$32.4M———
Allie Family Office LLC
N/A—309,203-309,203-100%$32.1M———
Keel Point, LLC
N/A—308,982-308,982-100%$32.1M———
Jasper Ridge Partners, L.P.
N/A—304,801-304,801-100%$31.7M———
Waverly Advisors, LLC
N/A—304,435-304,435-100%$31.6M———
Summit Trail Advisors, LLC
N/A—303,165-303,165-100%$31.5M———
&partners
N/A—292,096-292,096-100%$30.3M———
Stephens Inc
N/A—283,139-283,139-100%$29.4M———
Flputnam Investment Management Co
N/A—266,958-266,958-100%$27.7M———
EP Wealth Advisors, LLC
N/A—265,803-265,803-100%$27.6M———
Silvercrest Asset Management Group LLC
N/A—259,607-259,607-100%$27.0M———
Napier Financial, LLC
N/A—250,152-250,152-100%$26.0M———
Geneos Wealth Management Inc.
N/A—245,111-245,111-100%$25.5M———
Quest Investment Management LLC
N/A—244,709-244,709-100%$25.4M———
Tandem Wealth Advisors LLC
N/A—244,341-244,341-100%$25.4M———
Acadian Asset Management LLC
N/A—242,656-242,656-100%$25.2M———
Nuveen, LLC
N/A—236,722-236,722-100%$24.6M———
Steward Partners Investment Advisory, LLC
N/A—234,469-234,469-100%$24.4M———
Orion Porfolio Solutions, LLC
N/A—233,298-233,298-100%$24.2M———
Aristotle Capital Management, LLC
N/A—228,865-228,865-100%$23.8M———
Portland Global Advisors LLC
N/A—225,974-225,974-100%$23.5M———
Cape ANN Savings Bank
N/A—225,487-225,487-100%$23.4M———
Private Advisor Group, LLC
N/A—220,463-220,463-100%$22.9M———
Fiduciary Trust Co
N/A—214,817-214,817-100%$22.3M———
Jain Global LLC
N/A—210,534-210,534-100%$21.9M———
Venturi Wealth Management, LLC
N/A—209,938-209,938-100%$21.8M———
Savvy Advisors, Inc.
N/A—207,040-207,040-100%$21.5M———
Brown Brothers Harriman & Co
N/A—206,830-206,830-100%$21.5M———
Bluespring Wealth Management, LLC
N/A—200,836-200,836-100%$20.9M———
Taikang Asset Management (Hong Kong) Co Ltd
N/A—198,844-198,844-100%$20.7M———
Manufacturers Life Insurance Company, the
N/A—195,174-195,174-100%$20.3M———
Ethos Financial Group, LLC
N/A—195,117-195,117-100%$20.3M———
Strategies Wealth Advisors, LLC
N/A—194,097-194,097-100%$20.2M———
Caprock Group, LLC
N/A—190,867-190,867-100%$19.8M———
Scotia Capital Inc.
N/A—188,270-188,270-100%$19.6M———
ODonnell Financial Services, LLC
N/A—184,808-184,808-100%$19.2M———
DV Equities, LLC
N/A—184,394-184,394-100%$19.2M———
Bradley Foster & Sargent Inc
N/A—183,947-183,947-100%$19.1M———
Hantz Financial Services, Inc.
N/A—183,797-183,797-100%$19.1M———
QRG Capital Management, Inc.
N/A—183,559-183,559-100%$19.1M———
Lepercq De Neuflize Asset Management LLC
N/A—183,230-183,230-100%$19.0M———
Evercore Wealth Management, LLC
N/A—181,663-181,663-100%$18.9M———
Maryland State Retirement & Pension System
N/A—180,946-180,946-100%$18.8M———
Bartlett & Co. Wealth Management LLC
N/A—179,365-179,365-100%$18.6M———
Advisory Services Network, LLC
N/A—177,614-177,614-100%$18.5M———
Pitti Group Wealth Management, LLC
N/A—176,688-176,688-100%$18.4M———
Fort Point Capital Partners LLC
N/A—173,992-173,992-100%$18.1M———
Drucker Wealth 3.0, LLC
N/A—172,907-172,907-100%$18.0M———
Quent Capital, LLC
N/A—172,870-172,870-100%$18.0M———
IHT Wealth Management, LLC
N/A—171,999-171,999-100%$17.9M———
Whittier Trust Co
N/A—169,509-169,509-100%$17.9M———
Gotham Asset Management, LLC
N/A—161,612-161,612-100%$16.8M———
Fidelis Capital Partners, LLC
N/A—158,788-158,788-100%$16.5M———
Martin & Co Inc
N/A—156,127-156,127-100%$16.2M———
Oxford Financial Group, Ltd. LLC
N/A—155,236-155,236-100%$16.1M———
Emerald Investment Advisers, LLC
N/A—154,263-154,263-100%$16.0M———
Hills Bank & Trust Co
N/A—153,988-153,988-100%$16.0M———
Massachusetts Financial Services Co
N/A—152,387-152,387-100%$15.8M———
UMB Bank, n.a.
N/A—151,252-151,252-100%$15.7M———
Dimension Capital Management LLC
N/A—149,059-149,059-100%$15.5M———
Diversified Trust Co
N/A—148,235-148,235-100%$15.4M———
RWA Wealth Partners, LLC
N/A—148,104-148,104-100%$15.4M———
Baker Avenue Asset Management, LP
N/A—142,948-142,948-100%$14.8M———
Whittier Trust Co of Nevada Inc
N/A—142,338-142,338-100%$14.8M———
Presper Financial Architects, LLC
N/A—140,351-140,351-100%$14.6M———
Darwin Wealth Management, LLC
N/A—137,912-137,912-100%$14.3M———
Harvest Investment Advisors, LLC
N/A—137,673-137,673-100%$14.3M———
Personal CFO Solutions, LLC
N/A—137,598-137,598-100%$14.3M———
Vanguard National Trust Co
N/A—136,326-136,326-100%$14.2M———
Envestnet Portfolio Solutions, Inc.
N/A—132,355-132,355-100%$13.7M———
Ironwood Investment Management LLC
N/A—131,779-131,779-100%$13.7M———
1607 Capital Partners, LLC
N/A—131,450-131,450-100%$13.7M———
Little House Capital LLC
N/A—131,422-131,422-100%$13.7M———
NewEdge Advisors, LLC
N/A—130,892-130,892-100%$13.6M———
Federated Hermes, Inc.
N/A—129,800-129,800-100%$13.5M———
LGL Partners, LLC
N/A—128,370-128,370-100%$13.3M———
Constant Guidance Financial LLC
N/A—126,969-126,969-100%$13.2M———
United Capital Financial Advisors, LLC
N/A—123,569-123,569-100%$12.8M———
American Alpha Advisors, LLC
N/A—123,459-123,459-100%$12.8M———
Torrey-Payne Wealth Management, LLC
N/A—123,016-123,016-100%$12.8M———
Thornburg Investment Management Inc
N/A—122,310-122,310-100%$12.7M———
IMA Advisory Services, Inc.
N/A—118,540-118,540-100%$12.3M———
Allworth Financial LP
N/A—117,474-117,474-100%$12.2M———
All Terrain Financial Advisors, LLC
N/A—117,231-117,231-100%$12.2M———
Metropolitan Life Insurance Co
N/A—116,347-116,347-100%$12.1M———
Coldstream Capital Management Inc
N/A—116,164-116,164-100%$12.1M———
Mizuho Markets Americas LLC
N/A—114,950-114,950-100%$11.9M———
Squarepoint Ops LLC
N/A—114,494-114,494-100%$11.9M———
Level Four Advisory Services, LLC
N/A—114,479-114,479-100%$11.9M———
Simmons Bank
N/A—113,954-113,954-100%$11.8M———
Tiaa Wealth Investment Management LLC
N/A—111,786-111,786-100%$11.6M———
WCM Investment Management, LLC
N/A—111,461-111,461-100%$11.5M———
Point72 Asset Management, L.P.
N/A—111,048-111,048-100%$11.5M———
Arkadios Wealth Advisors
N/A—110,535-110,535-100%$11.5M———
Ehrenkranz Partners L.P.
N/A—110,458-110,458-100%$11.5M———
Arax Advisory Partners
N/A—110,196-110,196-100%$11.4M———
Private Wealth Asset Management, LLC
N/A—109,688-109,688-100%$11.4M———
Checchi Capital Advisers, LLC
N/A—109,369-109,369-100%$11.4M———
Great Valley Advisor Group, Inc.
N/A—109,158-109,158-100%$11.3M———
Nepc LLC
N/A—108,493-108,493-100%$11.3M———
Freestone Capital Holdings, LLC
N/A—108,282-108,282-100%$11.2M———
Insigneo Advisory Services, LLC
N/A—107,973-107,973-100%$11.2M———
Federation des caisses Desjardins du Quebec
N/A—107,858-107,858-100%$11.2M———
Okabena Investment Services Inc
N/A—107,214-107,214-100%$11.1M———
Summit Financial, LLC
N/A—107,048-107,048-100%$11.1M———
Capital Analysts, LLC
N/A—106,413-106,413-100%$11.1M———
Sage Financial Management Group, Inc.
N/A—106,104-106,104-100%$11.0M———
Madden Advisory Services, Inc.
N/A—105,547-105,547-100%$11.0M———
One Capital Management, LLC
N/A—105,248-105,248-100%$10.2M———
Citizens Business Bank
N/A—101,959-101,959-100%$10.6M———
Quantinno Capital Management LP
N/A—100,948-100,948-100%$10.5M———
Arbor Trust Wealth Advisors, LLC
N/A—100,579-100,579-100%$10.4M———
Granby Capital Management, LLC
N/A—100,000-100,000-100%$10.4M———
Walleye Trading LLC
N/A—99,322-99,322-100%$10.3M———
Panagora Asset Management Inc
N/A—98,253-98,253-100%$10.2M———
Diametric Capital, LP
N/A—96,265-96,265-100%$10.0M———
Horizon Bancorp Inc
N/A—95,132-95,132-100%$9.9M———
Atlantic Union Bankshares Corp
N/A—95,125-95,125-100%$9.9M———
Canada Life Assurance Co
N/A—94,773-94,773-100%$9.8M———
BOK Financial Private Wealth, Inc.
N/A—94,196-94,196-100%$9.8M———
NBH Bank
N/A—92,429-92,429-100%$9.6M———
Callan Family Office, LLC
N/A—91,798-91,798-100%$9.5M———
Financial Advisors Network, Inc.
N/A—91,145-91,145-100%$9.5M———
Connors Investor Services Inc
N/A—90,905-90,905-100%$9.4M———
Nicolet Bankshares Inc
N/A—89,859-89,859-100%$9.3M———
Pure Financial Advisors, LLC
N/A—89,781-89,781-100%$9.3M———
Credit Agricole S A
N/A—89,116-89,116-100%$9.3M———
Capital Wealth Planning, LLC
N/A—88,022-88,022-100%$9.1M———
UBS Asset Management Americas LLC
N/A—86,458-86,458-100%$9.0M———
Centaurus Financial, Inc.
N/A—86,087-86,087-100%$8.9M———
Summit Wealth & Retirement Planning, Inc.
N/A—86,031-86,031-100%$8.9M———
Crewe Advisors LLC
N/A—84,025-84,025-100%$8.7M———
Legal & General Group Plc
N/A—83,400-83,400-100%$8.7M———
Webster Bank, N. A.
N/A—83,015-83,015-100%$8.6M———
Integrated Wealth Concepts LLC
N/A—82,912-82,912-100%$8.6M———
Tolleson Wealth Management, Inc.
N/A—82,474-82,474-100%$8.6M———
CreativeOne Wealth, LLC
N/A—82,473-82,473-100%$8.6M———
Sequoia Financial Advisors, LLC
N/A—82,180-82,180-100%$8.5M———
Rhumbline Advisers
N/A—82,039-82,039-100%$8.5M———
Collaborative Capital Advisors LLC
N/A—79,551-79,551-100%$8.3M———
Bolthouse Investments, LLC
N/A—79,321-79,321-100%$8.2M———
Brio Consultants, LLC
N/A—79,094-79,094-100%$8.2M———
North Dallas Bank & Trust Co
N/A—78,706-78,706-100%$8.2M———
First Financial Bankshares Inc
N/A—77,525-77,525-100%$8.1M———
First Western Trust Bank
N/A—75,927-75,927-100%$7.9M———
Klingenstein Fields & Co LP
N/A—75,235-75,235-100%$7.8M———
Chesapeake Wealth Management
N/A—74,182-74,182-100%$7.7M———
Peapack Gladstone Financial Corp
N/A—74,128-74,128-100%$7.7M———
Cascade Financial Partners, LLC
N/A—72,923-72,923-100%$7.6M———
URS Advisory LLC
N/A—72,896-72,896-100%$7.6M———
Richard W. Paul & Associates, LLC
N/A—72,892-72,892-100%$7.6M———
Sykon Capital LLC
N/A—71,895-71,895-100%$7.5M———
Argent Trust Co
N/A—71,858-71,858-100%$7.5M———
Cardiff Park Advisors, LLC
N/A—70,174-70,174-100%$7.3M———
Caerus Investment Advisors, LLC
N/A—69,979-69,979-100%$7.3M———
Pinnacle Family Advisors, LLC
N/A—69,490-69,490-100%$7.2M———
Amara Financial, Llc.
N/A—68,745-68,745-100%$7.1M———
Cary Street Partners Financial LLC
N/A—68,735-68,735-100%$7.1M———
Chevy Chase Trust Holdings, LLC
N/A—67,691-67,691-100%$7.0M———
Aptus Capital Advisors, LLC
N/A—67,200-67,200-100%$7.0M———
SVB Wealth LLC
N/A—66,877-66,877-100%$6.9M———
Global Retirement Partners, LLC
N/A—65,174-65,174-100%$6.8M———
SEI Investments Co
N/A—65,060-65,060-100%$6.8M———
Resolute Advisors LLC
N/A—64,437-64,437-100%$6.7M———
Stratos Wealth Partners, Ltd.
N/A—64,054-64,054-100%$6.7M———
World Investment Advisors
N/A—63,117-63,117-100%$6.1M———
Hilltop Holdings Inc.
N/A—62,924-62,924-100%$6.5M———
Foster & Motley Inc
N/A—61,599-61,599-100%$6.4M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—61,000-61,000-100%$6.3M———
New Republic Capital, LLC
N/A—60,935-60,935-100%$6.3M———
Snowden Capital Advisors LLC
N/A—60,427-60,427-100%$6.3M———
Caisse de Depot ET Placement DU Quebec
N/A—59,896-59,896-100%$6.2M———
Cornerstone Advisors Asset Management, LLC
N/A—58,843-58,843-100%$6.1M———
Atlas Legacy Advisors, LLC
N/A—58,268-58,268-100%$6.0M———
Vestmark Advisory Solutions, Inc.
N/A—58,150-58,150-100%$6.0M———
Genesis Financial Group, LLC
N/A—57,666-57,666-100%$6.0M———
Cooperman Leon G
N/A—57,453-57,453-100%$6.0M———
First Foundation Advisors
N/A—56,173-56,173-100%$5.8M———
Gould Asset Management LLC
N/A—55,565-55,565-100%$5.8M———
M1 Capital Management LLC
N/A—54,569-54,569-100%$5.7M———
Catalyst Financial Partners LLC
N/A—54,074-54,074-100%$5.6M———
Ibex Wealth Advisors
N/A—53,643-53,643-100%$5.6M———
O'shaughnessy Asset Management, LLC
N/A—53,605-53,605-100%$5.6M———
Johnson Financial Group, Inc.
N/A—53,261-53,261-100%$5.5M———
Glen Eagle Advisors, LLC
N/A—52,840-52,840-100%$5.5M———
Merit Financial Group, LLC
N/A—52,553-52,553-100%$5.5M———
BSW Wealth Partners
N/A—51,715-51,715-100%$5.4M———
Belpointe Asset Management LLC
N/A—50,755-50,755-100%$5.3M———
Choate Investment Advisors
N/A—50,224-50,224-100%$5.2M———
Principal Securities, Inc.
N/A—49,107-49,107-100%$5.1M———
Select Asset Management & Trust
N/A—48,325-48,325-100%$5.0M———
FFT Wealth Management LLC
N/A—47,610-47,610-100%$4.9M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—47,515-47,515-100%$4.9M———
Alesco Advisors, LLC, An ESL Co
N/A—47,302-47,302-100%$4.9M———
NewSquare Capital LLC
N/A—47,280-47,280-100%$4.9M———
Rothschild Investment LLC
N/A—47,001-47,001-100%$4.9M———
Arrowstreet Capital, Limited Partnership
N/A—46,683-46,683-100%$4.8M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—46,048-46,048-100%$4.8M———
OneDigital Investment Advisors LLC
N/A—45,935-45,935-100%$4.8M———
State of Tennessee, Department of Treasury
N/A—45,654-45,654-100%$4.7M———
Basecamp Wealth Advisors LLC
N/A—45,549-45,549-100%$4.7M———
Texas Capital Bank Wealth Management Services Inc
N/A—45,260-45,260-100%$4.7M———
Tiaa Trust, National Association
N/A—44,990-44,990-100%$4.7M———
Foundations Investment Advisors, LLC
N/A—44,961-44,961-100%$4.7M———
CIM Investment Management Inc
N/A—44,748-44,748-100%$4.6M———
Pettyjohn, Wood & White, Inc
N/A—44,484-44,484-100%$4.6M———
Asset Management Group, Inc.
N/A—44,460-44,460-100%$4.6M———
Mosaic Family Wealth Partners, LLC
N/A—44,042-44,042-100%$4.6M———
Waddell & Associates, LLC
N/A—43,782-43,782-100%$4.5M———
JMG Financial Group, Ltd.
N/A—43,159-43,159-100%$4.5M———
Azimuth Capital Investment Management LLC
N/A—42,683-42,683-100%$4.4M———
Partners Capital Investment Group, LLP
N/A—41,861-41,861-100%$4.3M———
Hamilton Capital Partners Inc.
N/A—41,755-41,755-100%$4.3M———
Dorsey & Whitney Trust Co LLC
N/A—41,648-41,648-100%$4.3M———
Legacy Trust
N/A—41,202-41,202-100%$4.3M———
Rehmann Capital Advisory Group
N/A—40,980-40,980-100%$4.3M———
Staley Capital Advisers Inc
N/A—40,500-40,500-100%$4.2M———
Common Fund for Nonprofit Organizations
N/A—40,228-40,228-100%$4.2M———
Gambit Capital Management, LLC
N/A—40,214-40,214-100%$4.2M———
TriCert Investment Counsel Inc.
N/A—40,055-40,055-100%$4.2M———
Douglass Winthrop Advisors, LLC
N/A—39,664-39,664-100%$4.1M———
Ridge Creek Global, Inc
N/A—39,515-39,515-100%$4.1M———
RiverFront Investment Group, LLC
N/A—39,474-39,474-100%$4.1M———
Modern Wealth Management, LLC
N/A—39,349-39,349-100%$4.1M———
Citadel Advisors LLC
N/A—38,895-38,895-100%$4.0M———
Bridgewater Advisors Inc.
N/A—37,837-37,837-100%$4.0M———
Two Sigma Investments, LP
N/A—37,680-37,680-100%$3.9M———
Marshall Wace, LLP
N/A—36,265-36,265-100%$3.8M———
Nwam LLC
N/A—35,997-35,997-100%$3.7M———
Focus Partners Advisor Solutions, LLC
N/A—35,721-35,721-100%$3.7M———
Arete Wealth Advisors, LLC
N/A—35,022-35,022-100%$3.6M———
Perennial Investment Advisors, LLC
N/A—34,909-34,909-100%$3.6M———
Private Advisory Group LLC
N/A—34,860-34,860-100%$3.6M———
Seaview Investment Managers LLC
N/A—34,047-34,047-100%$3.5M———
Kingsview Wealth Management, LLC
N/A—33,668-33,668-100%$3.5M———
Roble, Belko & Company, Inc
N/A—33,457-33,457-100%$3.5M———
Retirement Income Solutions, Inc
N/A—33,414-33,414-100%$3.2M———
Pointe Capital Management LLC
N/A—33,359-33,359-100%$3.5M———
SouthState Bank Corp
N/A—33,357-33,357-100%$3.5M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—33,278-33,278-100%$3.5M———
Renaissance Technologies LLC
N/A—33,200-33,200-100%$3.4M———
FAS Wealth Partners, Inc.
N/A—33,101-33,101-100%$3.4M———
Chilton Investment Co Inc.
N/A—33,042-33,042-100%$3.4M———
Counterweight Ventures, LLC
N/A—32,796-32,796-100%$3.4M———
1832 Asset Management L.P.
N/A—32,516-32,516-100%$3.4M———
South Plains Financial, Inc.
N/A—32,332-32,332-100%$3.4M———
Private Wealth Advisors, LLC
N/A—31,796-31,796-100%$3.3M———
Hillman Capital Management, Inc.
N/A—31,743-31,743-100%$3.3M———
Westshore Wealth, LLC
N/A—31,682-31,682-100%$3.3M———
White Pine Capital LLC
N/A—31,548-31,548-100%$3.3M———
McLean Asset Management Corp
N/A—31,545-31,545-100%$3.3M———
Joel Isaacson & Co., LLC
N/A—31,387-31,387-100%$3.3M———
American Financial Advisors, LLC
N/A—31,348-31,348-100%$3.3M———
EFG International AG
N/A—31,263-31,263-100%$3.2M———
Audent Global Asset Management, LLC
N/A—30,726-30,726-100%$3.2M———
Urban Financial Advisory Corp
N/A—30,502-30,502-100%$3.2M———
Capital Group Private Client Services, Inc.
N/A—30,367-30,367-100%$3.2M———
CM Wealth Advisors LLC
N/A—30,291-30,291-100%$3.1M———
Matrix Private Capital Group LLC
N/A—30,100-30,100-100%$3.1M———
Capula Management Ltd
N/A—30,087-30,087-100%$3.1M———
Cape COD Five Cents Savings Bank
N/A—30,075-30,075-100%$3.1M———
Storen Legacy Partners, LLC
N/A—30,010-30,010-100%$3.1M———
SlateStone Wealth, LLC
N/A—29,968-29,968-100%$3.1M———
SUN Life Financial Inc
N/A—29,494-29,494-100%$3.1M———
HFG Advisors, Inc.
N/A—29,468-29,468-100%$3.1M———
West Michigan Advisors, LLC
N/A—29,299-29,299-100%$3.0M———
EQ LLC
N/A—29,142-29,142-100%$3.0M———
Brandes Investment Partners, LP
N/A—28,572-28,572-100%$3.0M———
Cumberland Partners Ltd
N/A—28,476-28,476-100%$3.0M———
Community Bank, N.A.
N/A—28,454-28,454-100%$3.0M———
HBK Sorce Advisory LLC
N/A—28,275-28,275-100%$3.0M———
Rialto Wealth Management, LLC
N/A—28,092-28,092-100%$2.9M———
Copia Wealth Management
N/A—28,090-28,090-100%$2.9M———
GS Investments, Inc.
N/A—28,051-28,051-100%$2.9M———
Ameritas Advisory Services, LLC
N/A—27,848-27,848-100%$2.9M———
Morris Financial Concepts, Inc.
N/A—27,293-27,293-100%$2.8M———
CSS LLC
N/A—27,020-27,020-100%$2.8M———
Bedel Financial Consulting, Inc.
N/A—26,890-26,890-100%$2.8M———
Tudor Financial Inc.
N/A—25,955-25,955-100%$2.7M———
DF Dent & Co Inc
N/A—25,757-25,757-100%$2.7M———
Bank of Hawaii
N/A—25,474-25,474-100%$2.6M———
Quotient Wealth Partners, LLC
N/A—25,180-25,180-100%$2.6M———
Annandale Capital, LLC
N/A—25,113-25,113-100%$2.6M———
Neuberger Berman Group LLC
N/A—25,110-25,110-100%$2.6M———
Signet Private Wealth LLC
N/A—25,108-25,108-100%$2.6M———
Westmount Partners, LLC
N/A—25,091-25,091-100%$2.6M———
Boyd Watterson Asset Management LLC
N/A—25,045-25,045-100%$2.6M———
Bridges Investment Management Inc
N/A—24,881-24,881-100%$2.6M———
Harbor Advisory Corp
N/A—24,593-24,593-100%$2.6M———
Jefferies Financial Group Inc.
N/A—24,492-24,492-100%$2.5M———
SOA Wealth Advisors, Llc.
N/A—24,486-24,486-100%$2.5M———
Security National Bank of Sioux City Iowa
N/A—24,400-24,400-100%$2.5M———
Topsail Wealth Management, LLC
N/A—24,254-24,254-100%$2.5M———
LOM Asset Management Ltd
N/A—24,175-24,175-100%$2.5M———
Western Wealth Management, LLC
N/A—24,067-24,067-100%$2.5M———
Regal Investment Advisors LLC
N/A—23,979-23,979-100%$2.5M———
Natixis
N/A—23,818-23,818-100%$2.5M———
Motco
N/A—23,732-23,732-100%$2.5M———
Prosperity Bancshares Inc
N/A—23,228-23,228-100%$2.4M———
Permanens Capital L.P.
N/A—23,150-23,150-100%$2.4M———
Tobias Financial Advisors, Inc.
N/A—22,933-22,933-100%$2.4M———
Pacific Financial Group Inc
N/A—22,768-22,768-100%$2.4M———
Berkshire Asset Management LLC
N/A—22,756-22,756-100%$2.4M———
Optas, LLC
N/A—22,540-22,540-100%$2.3M———
1015 Capital Partners, LLC
N/A—22,493-22,493-100%$2.3M———
Integrated Investment Consultants, LLC
N/A—22,291-22,291-100%$2.3M———
Spartan Wealth Advisory Services LLC
N/A—22,132-22,132-100%$2.3M———
United Bank
N/A—22,055-22,055-100%$2.3M———
Gladstone Institutional Advisory LLC
N/A—21,894-21,894-100%$2.3M———
Advyzon Investment Management, LLC
N/A—21,829-21,829-100%$2.3M———
Brightwater Advisory LLC
N/A—21,772-21,772-100%$2.3M———
Bonfire Financial
N/A—21,712-21,712-100%$2.3M———
Second Line Capital, LLC
N/A—21,544-21,544-100%$2.2M———
HighPoint Advisor Group LLC
N/A—21,437-21,437-100%$2.2M———
First American Trust, FSB
N/A—21,081-21,081-100%$2.2M———
Greenline Partners, LLC
N/A—20,948-20,948-100%$2.2M———
Bank OZK
N/A—20,838-20,838-100%$2.2M———
Seeds Investor LLC
N/A—20,812-20,812-100%$2.2M———
Causeway Capital Management LLC
N/A—20,761-20,761-100%$2.2M———
Smithfield Trust Co
N/A—20,735-20,735-100%$2.2M———
Nomura Asset Management International Inc.
N/A—20,459-20,459-100%$2.1M———
WCG Wealth Advisors LLC
N/A—20,410-20,410-100%$2.1M———
Cahill Financial Advisors Inc
N/A—20,379-20,379-100%$2.1M———
CSM Advisors, LLC
N/A—20,200-20,200-100%$2.1M———
VeraBank, N.A.
N/A—20,184-20,184-100%$2.1M———
Woodline Partners LP
N/A—20,131-20,131-100%$2.1M———
BFC Planning, Inc.
N/A—19,995-19,995-100%$2.1M———
MidFirst Bank
N/A—19,834-19,834-100%$2.1M———
Moors & Cabot, Inc.
N/A—19,771-19,771-100%$2.1M———
RiverGlades Family Offices LLC
N/A—19,651-19,651-100%$2.0M———
Smith, Moore & Co.
N/A—19,353-19,353-100%$2.0M———
Pallas Capital Advisors LLC
N/A—19,166-19,166-100%$2.0M———
CFM Wealth Partners LLC
N/A—19,045-19,045-100%$2.0M———
Oakwell Private Wealth Management, LLC
N/A—18,787-18,787-100%$2.0M———
Lavaca Capital LLC
N/A—18,767-18,767-100%$1.9M———
Credit Industriel ET Commercial
N/A—18,606-18,606-100%$1.9M———
DV Trading LLC
N/A—18,517-18,517-100%$1.9M———
Mayflower Financial Advisors, LLC
N/A—18,470-18,470-100%$1.9M———
Smith Partners Wealth Management, LLC
N/A—18,336-18,336-100%$1.9M———
Keystone Financial Group
N/A—18,288-18,288-100%$1.9M———
Colter Lewis Investment Partners LLC
N/A—17,996-17,996-100%$1.9M———
Haverford Trust Co
N/A—17,563-17,563-100%$1.8M———
Davis R M Inc
N/A—17,181-17,181-100%$1.8M———
Pennington Partners & Co., LLC
N/A—17,179-17,179-100%$1.8M———
Genesis Wealth Advisors, LLC
N/A—17,174-17,174-100%$1.8M———
Legacy Capital Group California, Inc.
N/A—17,174-17,174-100%$1.8M———
Fisher Asset Management, LLC
N/A—16,902-16,902-100%$1.8M———
Bitterroot Capital Advisors LLC
N/A—16,882-16,882-100%$1.8M———
Teachers Insurance & Annuity Association of America
N/A—16,845-16,845-100%$1.7M———
FDx Advisors, Inc.
N/A—16,795-16,795-100%$1.7M———
First Manhattan Co. Llc.
N/A—16,501-16,501-100%$1.7M———
Strategic Investment Advisors / MI
N/A—16,489-16,489-100%$1.7M———
Athena Investment Management
N/A—16,414-16,414-100%$1.7M———
Hollencrest Capital Management
N/A—16,334-16,334-100%$1.7M———
ProVise Management Group, LLC
N/A—16,322-16,322-100%$1.7M———
Mairs & Power Inc
N/A—16,317-16,317-100%$1.7M———
Members Trust Co
N/A—16,061-16,061-100%$1.7M———
Zhang Financial LLC
N/A—16,049-16,049-100%$1.7M———
Hexagon Capital Partners LLC
N/A—16,040-16,040-100%$1.7M———
Independent Advisor Alliance
N/A—16,038-16,038-100%$1.7M———
Navis Wealth Advisors, LLC
N/A—15,993-15,993-100%$1.7M———
Leith Wheeler Investment Counsel Ltd.
N/A—15,951-15,951-100%$1.7M———
SageView Advisory Group, LLC
N/A—15,840-15,840-100%$1.6M———
Cambient Family Office, LLC
N/A—15,790-15,790-100%$1.6M———
Lowe Brockenbrough & Co Inc
N/A—15,668-15,668-100%$1.6M———
Marex Group Ltd
N/A—15,477-15,477-100%$1.6M———
Granite Harbor Advisors, Inc.
N/A—15,448-15,448-100%$1.6M———
Highland Investment Advisors LLC
N/A—15,388-15,388-100%$1.6M———
Texas Yale Capital Corp.
N/A—15,070-15,070-100%$1.6M———
LaSalle St. Investment Advisors, LLC
N/A—15,040-15,040-100%$1.6M———
TFO Wealth Partners, LLC
N/A—15,017-15,017-100%$1.6M———
Benjamin Edwards Inc
N/A—14,999-14,999-100%$1.6M———
Pine Valley Investments Ltd Liability Co
N/A—14,944-14,944-100%$1.6M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—14,728-14,728-100%$1.5M———
Manhattan West Asset Management, LLC
N/A—14,721-14,721-100%$1.5M———
Sandy Cove Advisors, LLC
N/A—14,668-14,668-100%$1.5M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—14,632-14,632-100%$1.5M———
Capstone Investment Advisors, LLC
N/A—14,572-14,572-100%$1.5M———
Hudson Portfolio Management LLC
N/A—14,539-14,539-100%$1.5M———
Roehl & Yi Investment Advisors, LLC
N/A—14,437-14,437-100%$1.5M———
Heritage Wealth Advisors
N/A—14,383-14,383-100%$1.5M———
PFG Investments, LLC
N/A—14,374-14,374-100%$1.5M———
Mutual Advisors, LLC
N/A—14,244-14,244-100%$1.5M———
GW&K Investment Management, LLC
N/A—14,225-14,225-100%$1.5M———
Hansen & Associates Financial Group, Inc.
N/A—14,065-14,065-100%$1.5M———
Harbour Investments, Inc.
N/A—14,014-14,014-100%$1.5M———
Verition Fund Management LLC
N/A—14,004-14,004-100%$1.5M———
Aspen Capital Management, LLC
N/A—14,000-14,000-100%$1.5M———
Ironwood Investment Counsel, LLC
N/A—13,910-13,910-100%$1.4M———
NerdWallet Wealth Partners, LLC
N/A—13,676-13,676-100%$1.4M———
Meeder Advisory Services, Inc.
N/A—13,414-13,414-100%$1.4M———
NorthCoast Asset Management LLC
N/A—13,231-13,231-100%$1.4M———
Sunflower Bank, N.A.
N/A—13,190-13,190-100%$1.4M———
Rothschild Wealth LLC
N/A—13,064-13,064-100%$1.4M———
Aegis Wealth Management LLC
N/A—13,039-13,039-100%$1.4M———
Palumbo Wealth Management LLC
N/A—12,880-12,880-100%$1.3M———
Condor Capital Management
N/A—12,877-12,877-100%$1.3M———
Tortoise Investment Management, LLC
N/A—12,844-12,844-100%$1.3M———
Pitcairn Wealth Advisors LLC
N/A—12,701-12,701-100%$1.3M———
Core Wealth Advisors, Inc.
N/A—12,594-12,594-100%$1.3M———
Paladin Advisory Group, LLC
N/A—12,505-12,505-100%$1.3M———
Advocacy Wealth Management, LLC
N/A—12,345-12,345-100%$1.3M———
Stratos Investment Management, LLC
N/A—12,304-12,304-100%$1.3M———
Bank of Marin
N/A—12,262-12,262-100%$1.3M———
Sovereign Financial Group, Inc.
N/A—12,239-12,239-100%$1.3M———
AE Wealth Management LLC
N/A—12,176-12,176-100%$1.3M———
River Wealth Advisors LLC
N/A—12,168-12,168-100%$1.3M———
Quarry LP
N/A—12,052-12,052-100%$1.3M———
Next Capital Management LLC
N/A—12,009-12,009-100%$1.2M———
Vantus Wealth LLC
N/A—11,920-11,920-100%$1.2M———
Fortis Capital Advisors, LLC
N/A—11,908-11,908-100%$1.2M———
Lcnb Corp
N/A—11,784-11,784-100%$1.2M———
Tocqueville Asset Management L.P.
N/A—11,718-11,718-100%$1.2M———
One Charles Private Wealth Services, LLC
N/A—11,643-11,643-100%$1.2M———
Colonial Trust Co / SC
N/A—11,628-11,628-100%$1.2M———
King Luther Capital Management Corp
N/A—11,581-11,581-100%$1.2M———
Edgestream Partners, L.P.
N/A—11,471-11,471-100%$1.2M———
Croban
N/A—11,322-11,322-100%$1.2M———
Betterment LLC
N/A—11,289-11,289-100%$1.2M———
Mainstay Capital Management LLC
N/A—11,260-11,260-100%$1.2M———
Empower Advisory Group, LLC
N/A—10,681-10,681-100%$1.1M———
Tiemann Investment Advisors, LLC
N/A—10,610-10,610-100%$1.1M———
Flatrock Wealth Partners LLC
N/A—10,599-10,599-100%$1.1M———
Empirical Asset Management, LLC
N/A—10,597-10,597-100%$1.1M———
Central Trust Co
N/A—10,561-10,561-100%$1.1M———
Bellwether Advisors, LLC
N/A—10,555-10,555-100%$1.1M———
Wealthspire Retirement, LLC
N/A—10,521-10,521-100%$1.1M———
Schusterman Interests, LLC
N/A—10,460-10,460-100%$1.1M———
ESL Trust Services, LLC
N/A—10,447-10,447-100%$1.1M———
Headinvest, LLC
N/A—10,445-10,445-100%$1.1M———
IFG Advisory, LLC
N/A—10,440-10,440-100%$1.1M———
Ritter Daniher Financial Advisory LLC / de
N/A—10,399-10,399-100%$1.1M———
Clearbridge Investments, LLC
N/A—10,261-10,261-100%$1.1M———
Fi3 Financial Advisors, LLC
N/A—10,136-10,136-100%$673.6K———
Zacks Investment Management
N/A—9,887-9,887-100%$1.0M———
Partners in Financial Planning
N/A—9,845-9,845-100%$1.0M———
Holistic Financial Partners
N/A—9,840-9,840-100%$1.0M———
Whalerock Point Partners, LLC
N/A—9,798-9,798-100%$1.0M———
Thoroughbred Financial Services, LLC
N/A—9,764-9,764-100%$1.0M———
Summit Wealth Partners, LLC
N/A—9,757-9,757-100%$1.0M———
Wiregrass Investment Management LLC
N/A—9,756-9,756-100%$1.0M———
Ritholtz Wealth Management
N/A—9,724-9,724-100%$1.0M———
Aspen Grove Capital, LLC
N/A—9,678-9,678-100%$1.0M———
Wallace Hart LLC
N/A—9,538-9,538-100%$990.8K———
Osborne Partners Capital Management, LLC
N/A—9,493-9,493-100%$986.1K———
Thomasville National Bank
N/A—9,477-9,477-100%$984.5K———
Qube Research & Technologies Ltd
N/A—9,449-9,449-100%$981.6K———
Truepoint, Inc.
N/A—9,428-9,428-100%$979.4K———
Stelac Advisory Services LLC
N/A—9,415-9,415-100%$978.0K———
Lansing Street Advisors
N/A—9,388-9,388-100%$975.3K———
Russell Investments Group, Ltd.
N/A—9,264-9,264-100%$962.3K———
Purkiss Capital Advisors LLC
N/A—9,172-9,172-100%$952.8K———
Smartleaf Asset Management LLC
N/A—9,148-9,148-100%$946.5K———
Elgethun Capital Management
N/A—9,138-9,138-100%$949.2K———
Strategic Advisory Partners, LLC
N/A—9,068-9,068-100%$942.0K———
Kiley Juergens Wealth Management, LLC
N/A—9,013-9,013-100%$936.2K———
German American Bancorp, Inc.
N/A—8,986-8,986-100%$933.5K———
Alley Investment Management Company, LLC
N/A—8,945-8,945-100%$929.2K———
Essex Financial Services, Inc.
N/A—8,937-8,937-100%$928.3K———
Earnest Partners LLC
N/A—8,905-8,905-100%$925.1K———
Ausdal Financial Partners, Inc.
N/A—8,767-8,767-100%$910.7K———
Tranquilli Financial Advisor LLC
N/A—8,737-8,737-100%$907.6K———
Bragg Financial Advisors, Inc
N/A—8,652-8,652-100%$898.8K———
Arcus Capital Partners, LLC
N/A—8,606-8,606-100%$894.0K———
AssuredPartners Investment Advisors, LLC
N/A—8,560-8,560-100%$889.2K———
Continuum Advisory, LLC
N/A—8,516-8,516-100%$884.6K———
Operose Advisors LLC
N/A—8,457-8,457-100%$878.5K———
Peak Asset Management, LLC
N/A—8,405-8,405-100%$873.1K———
Zions Bancorporation, National Association
N/A—8,321-8,321-100%$864.4K———
Argent Advisors, Inc.
N/A—8,288-8,288-100%$861.0K———
Boston Family Office LLC
N/A—8,097-8,097-100%$841.0K———
Eight 31 Financial, LLC
N/A—8,068-8,068-100%$838.1K———
Stratos Wealth Advisors, LLC
N/A—8,029-8,029-100%$834.1K———
Lutz Financial Services LLC
N/A—7,979-7,979-100%$828.9K———
Disciplined Investments, LLC
N/A—7,949-7,949-100%$825.8K———
FCA Corp
N/A—7,875-7,875-100%$818.1K———
Yukon Wealth Management, Inc.
N/A—7,843-7,843-100%$814.8K———
New Age Alpha Advisors, LLC
N/A—7,780-7,780-100%$808.2K———
Clarity Financial LLC
N/A—7,762-7,762-100%$806.3K———
GTS Securities LLC
N/A—7,745-7,745-100%$804.6K———
Intellectus Partners, LLC
N/A—7,635-7,635-100%$793.1K———
Sound View Wealth Advisors Group, LLC
N/A—7,601-7,601-100%$789.6K———
Easterly Investment Partners LLC
N/A—7,581-7,581-100%$787.5K———
Van Hulzen Asset Management, LLC
N/A—7,566-7,566-100%$786.0K———
Klcm Advisors, Inc.
N/A—7,557-7,557-100%$785.1K———
GWN Securities Inc.
N/A—7,397-7,397-100%$768.4K———
Liberty Wealth Management LLC
N/A—7,345-7,345-100%$713.4K———
ST Germain D J Co Inc
N/A—7,309-7,309-100%$759.3K———
Brand Asset Management Group, Inc.
N/A—7,237-7,237-100%$751.8K———
Lifeworks Advisors, LLC
N/A—7,212-7,212-100%$749.2K———
Heritage Trust Co
N/A—7,203-7,203-100%$748.2K———
Beaird Harris Wealth Management, LLC
N/A—7,166-7,166-100%$744.4K———
Ancora Advisors LLCA
N/A—7,095-7,095-100%$737.0K———
Anchor Investment Management, LLC
N/A—7,034-7,034-100%$730.7K———
Waterford Advisors, LLC
N/A—6,995-6,995-100%$726.6K———
Vident Advisory, LLC
N/A—6,964-6,964-100%$723.4K———
Aventura Private Wealth, LLC
N/A—6,925-6,925-100%$719.4K———
Panoramic Capital Partners, LLC
N/A—6,892-6,892-100%$715.9K———
Westwood Holdings Group Inc
N/A—6,815-6,815-100%$707.9K———
FLC Capital Advisors
N/A—6,786-6,786-100%$704.9K———
Independent Family Office, LLC
N/A—6,728-6,728-100%$698.9K———
Axis Wealth Partners, LLC
N/A—6,684-6,684-100%$694.4K———
Permanent Capital Management, LP
N/A—6,648-6,648-100%$690.6K———
Transcend Capital Advisors, LLC
N/A—6,647-6,647-100%$690.5K———
Kintra Wealth, LLC
N/A—6,619-6,619-100%$719.4K———
Duncan Williams Asset Management, LLC
N/A—6,606-6,606-100%$686.2K———
Altman Advisors, Inc.
N/A—6,605-6,605-100%$686.1K———
JDM Financial Group LLC
N/A—6,458-6,458-100%$670.9K———
Spinnaker Trust
N/A—6,377-6,377-100%$662.4K———
Tilson Financial Group, Inc.
N/A—6,370-6,370-100%$661.7K———
Mayport, LLC
N/A—6,294-6,294-100%$653.8K———
Wealthfront Advisers LLC
N/A—6,255-6,255-100%$649.8K———
Schrum Private Wealth Management LLC
N/A—6,205-6,205-100%$513.2K———
Greenwich Wealth Management LLC
N/A—6,185-6,185-100%$642.0K———
Security National Bank of SO DAK
N/A—6,170-6,170-100%$640.9K———
Circle Wealth Management, LLC
N/A—6,166-6,166-100%$640.6K———
Kavar Capital Partners Group, LLC
N/A—6,137-6,137-100%$637.5K———
Clarkston Capital Partners, LLC
N/A—5,992-5,992-100%$622.4K———
Berkeley Capital Partners, LLC
N/A—5,981-5,981-100%$621.3K———
First Trust Advisors LP
N/A—5,951-5,951-100%$618.2K———
Taylor Hoffman Capital Management LLC
N/A—5,949-5,949-100%$618.0K———
Mosaic Financial Group, LLC
N/A—5,885-5,885-100%$611.0K———
Forum Private Client Group LLC
N/A—5,850-5,850-100%$607.7K———
Mission Creek Capital Partners, Inc.
N/A—5,835-5,835-100%$606.1K———
Harvest Investment Services, LLC
N/A—5,796-5,796-100%$602.1K———
Granite Bay Wealth Management, LLC
N/A—5,740-5,740-100%$596.0K———
Hamilton Wealth, LLC
N/A—5,723-5,723-100%$594.5K———
Atalanta Sosnoff Capital, LLC
N/A—5,706-5,706-100%$592.7K———
Shared Vision Wealth Group LLC
N/A—5,665-5,665-100%$588.5K———
Twin Focus Capital Partners, LLC
N/A—5,616-5,616-100%$583.4K———
Kovack Advisors, Inc.
N/A—5,605-5,605-100%$579.2K———
Ellevest, Inc.
N/A—5,522-5,522-100%$573.6K———
OFC Financial Planning, LLC
N/A—5,517-5,517-100%$573.1K———
American Wealth Advisors, LLC
N/A—5,499-5,499-100%$571.2K———
Laffer Tengler Investments, Inc.
N/A—5,453-5,453-100%$566.5K———
Ameritas Investment Partners, Inc.
N/A—5,413-5,413-100%$562.3K———
Tulsa Wealth Advisors, Inc
N/A—5,397-5,397-100%$560.6K———
Meramec Financial Planners, LLC
N/A—5,348-5,348-100%$555.7K———
North Star Asset Management Inc
N/A—5,339-5,339-100%$554.6K———
Aberdeen Wealth Management LLC
N/A—5,327-5,327-100%$553.4K———
Alpha Zero LLC
N/A—5,320-5,320-100%$552.3K———
Xcelsior Advisor Partners LLC
N/A—5,264-5,264-100%$546.8K———
Pioneer Trust Bank N A
N/A—5,200-5,200-100%$540.2K———
Frisch Financial Group, Inc.
N/A—5,166-5,166-100%$536.6K———
Cofg Advisors, LLC
N/A—5,018-5,018-100%$521.3K———
Itau Unibanco Holding S.A.
N/A—5,000-5,000-100%$519.4K———
Wealth Alliance, LLC
N/A—4,983-4,983-100%$517.6K———
Delta Investment Management, LLC
N/A—4,873-4,873-100%$506.2K———
Avalon Trust Co
N/A—4,847-4,847-100%$503.6K———
First National Advisers, LLC
N/A—4,828-4,828-100%$501.5K———
Tower Bridge Advisors
N/A—4,806-4,806-100%$499.2K———
McMillan Office, Inc.
N/A—4,800-4,800-100%$498.6K———
CNB Bank
N/A—4,798-4,798-100%$498.4K———
Valued Retirements, Inc.
N/A—4,796-4,796-100%$498.2K———
Koss-Olinger Consulting, LLC
N/A—4,763-4,763-100%$494.8K———
Fortress Private Ledger, LLC
N/A—4,738-4,738-100%$492.2K———
Gateway Wealth Partners, LLC
N/A—4,733-4,733-100%$491.7K———
OneAscent Financial Services LLC
N/A—4,728-4,728-100%$491.1K———
Tradition Wealth Management, LLC
N/A—4,721-4,721-100%$490.4K———
Castle Wealth Management LLC
N/A—4,703-4,703-100%$488.5K———
Valley Financial Group, Inc.
N/A—4,674-4,674-100%$485.5K———
Florida Financial Advisors, LLC
N/A—4,656-4,656-100%$483.7K———
TRB Wealth Management, LLC
N/A—4,642-4,642-100%$482.2K———
Sound Portfolio Advisors, LLC
N/A—4,628-4,628-100%$480.8K———
Clark Capital Management Group, Inc.
N/A—4,626-4,626-100%$480.5K———
Ground Swell Capital, LLC
N/A—4,616-4,616-100%$479.5K———
Vawter Financial, Ltd.
N/A—4,531-4,531-100%$470.7K———
TCW Group Inc
N/A—4,530-4,530-100%$470.6K———
Elequin Capital, LP
N/A—4,529-4,529-100%$470.5K———
Capital Asset Managemnet, LLC
N/A—4,478-4,478-100%$465.2K———
UP Strategic Wealth Investment Advisors LLC
N/A—4,408-4,408-100%$473.6K———
Magnolia Capital Advisors LLC
N/A—4,393-4,393-100%$456.3K———
Vista Capital Partners, Inc.
N/A—4,388-4,388-100%$455.8K———
Westfuller Advisors, LLC
N/A—4,362-4,362-100%$453.2K———
Vance Wealth, LLC
N/A—4,350-4,350-100%$451.9K———
Olde Wealth Management, LLC
N/A—4,297-4,297-100%$446.0K———
Plum Street Advisors, LLC
N/A—4,221-4,221-100%$438.5K———
Steigerwald, Gordon & Koch Inc.
N/A—4,215-4,215-100%$437.9K———
Financial Alternatives, Inc
N/A—4,200-4,200-100%$436.3K———
Storgate, LLC
N/A—4,167-4,167-100%$432.9K———
FourThought Financial Partners, LLC
N/A—4,160-4,160-100%$432.1K———
Monetary Management Group Inc
N/A—4,155-4,155-100%$431.6K———
Shelton Capital Management
N/A—4,138-4,138-100%$429.9K———
Horizon Investment Services, LLC
N/A—4,122-4,122-100%$428.2K———
Sentinel Wealth Management, Inc.
N/A—4,112-4,112-100%$427.2K———
Cozad Asset Management Inc
N/A—4,102-4,102-100%$426.2K———
Trivant Custom Portfolio Group, LLC
N/A—4,093-4,093-100%$425.4K———
Advisors Capital Management, LLC
N/A—4,069-4,069-100%$422.7K———
Park Place Capital Corp
N/A—4,057-4,057-100%$421.4K———
Univest Financial Corp
N/A—4,045-4,045-100%$420.2K———
Donaldson Capital Management, LLC
N/A—4,028-4,028-100%$418.4K———
Arkos Global Advisors
N/A—4,000-4,000-100%$416.0K———
Godshalk Welsh Capital Management, Inc.
N/A—4,000-4,000-100%$415.5K———
Burling Wealth Partners, LLC
N/A—3,999-3,999-100%$415.4K———
JPL Wealth Management, LLC
N/A—3,965-3,965-100%$411.9K———
Mmbg Investment Advisors Co.
N/A—3,950-3,950-100%$410.3K———
Comprehensive Money Management Services LLC
N/A—3,937-3,937-100%$409.0K———
Werba Rubin Papier Wealth Management
N/A—3,934-3,934-100%$408.6K———
Baldwin Investment Management, LLC
N/A—3,825-3,825-100%$397.3K———
Family Manage LLC
N/A—3,820-3,820-100%$396.8K———
Lakeridge Wealth Management LLC
N/A—3,802-3,802-100%$394.9K———
Jaffetilchin Investment Partners, LLC
N/A—3,788-3,788-100%$393.5K———
Invesco Ltd.
N/A—3,778-3,778-100%$392.5K———
Evernest Financial Advisors, LLC
N/A—3,758-3,758-100%$390.3K———
Cambria Investment Management, L.P.
N/A—3,745-3,745-100%$389.0K———
Legacy Edge Advisors, LLC
N/A—3,728-3,728-100%$387.3K———
Fiduciary Group, LLC
N/A—3,718-3,718-100%$386.2K———
BBR Partners, LLC
N/A—3,686-3,686-100%$382.9K———
American Investment Services, Inc.
N/A—3,655-3,655-100%$379.7K———
Hopwood Nicholas Hunter
N/A—3,643-3,643-100%$378.4K———
Townsquare Capital LLC
N/A—3,636-3,636-100%$377.7K———
Rockbridge Investment Management, LCC
N/A—3,593-3,593-100%$373.2K———
HM Payson & Co
N/A—3,580-3,580-100%$371.9K———
Liberty Square Wealth Partners LLC
N/A—3,554-3,554-100%$369.2K———
Golden Road Advisors LLC
N/A—3,542-3,542-100%$367.9K———
Phocas Financial Corp.
N/A—3,520-3,520-100%$365.7K———
CCG Wealth Management, LLC
N/A—3,491-3,491-100%$362.6K———
Alta Wealth Advisors LLC
N/A—3,461-3,461-100%$359.5K———
Eldridge Investment Advisors, Inc.
N/A—3,452-3,452-100%$358.6K———
Walter & Keenan Wealth Management LLC
N/A—3,416-3,416-100%$354.9K———
Jacobi Capital Management LLC
N/A—3,400-3,400-100%$353.2K———
Money Concepts Capital Corp
N/A—3,368-3,368-100%$349.9K———
Parsonex Advisory Services, Inc.
N/A—3,354-3,354-100%$348.4K———
Proficio Capital Partners LLC
N/A—3,343-3,343-100%$347.3K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—3,325-3,325-100%$345.4K———
Mittelman Wealth Management
N/A—3,268-3,268-100%$570.6K———
Leavell Investment Management, Inc.
N/A—3,268-3,268-100%$339.5K———
Keating Financial Advisory Services, Inc.
N/A—3,266-3,266-100%$339.3K———
Balanced Wealth Group LLC
N/A—3,249-3,249-100%$337.5K———
Marble Wealth, LLC
N/A—3,244-3,244-100%$337.0K———
BankPlus Trust Department
N/A—3,244-3,244-100%$337.0K———
Beta Wealth Group, Inc.
N/A—3,219-3,219-100%$334.4K———
Icon Wealth Advisors, LLC
N/A—3,219-3,219-100%$334.4K———
Holderness Investments Co
N/A—3,217-3,217-100%$334.2K———
Compass Capital Management, Inc
N/A—3,210-3,210-100%$333.5K———
Pgim Custom Harvest LLC
N/A—3,192-3,192-100%$331.6K———
GatePass Capital, LLC
N/A—3,182-3,182-100%$330.5K———
First National Bank & Trust Co of Newtown
N/A—3,172-3,172-100%$334.9K———
Petix & Botte Co
N/A—3,154-3,154-100%$327.6K———
Pack Private Wealth, LLC
N/A—3,149-3,149-100%$327.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,133-3,133-100%$325.4K———
Dearborn Partners LLC
N/A—3,122-3,122-100%$324.3K———
Northstar Advisory Group, LLC
N/A—3,113-3,113-100%$323.4K———
Melfa Wealth Management, Inc.
N/A—3,100-3,100-100%$322.0K———
HHM Wealth Advisors, LLC
N/A—3,097-3,097-100%$321.7K———
Dakota Wealth Management
N/A—3,080-3,080-100%$320.0K———
British Columbia Investment Management Corp
N/A—3,073-3,073-100%$319.2K———
Twin Peaks Wealth Advisors, LLC
N/A—3,024-3,024-100%$314.1K———
Ameriflex Group, Inc.
N/A—3,022-3,022-100%$314.0K———
Cbiz Investment Advisory Services, LLC
N/A—2,996-2,996-100%$306.5K———
Vanguard Advisers Inc
N/A—2,918-2,918-100%$303.1K———
Windward Private Wealth Management Inc.
N/A—2,902-2,902-100%$301.5K———
Institute for Wealth Management, Llc.
N/A—2,901-2,901-100%$301.4K———
Fielder Capital Group LLC
N/A—2,876-2,876-100%$298.8K———
BCS Private Wealth Management, Inc.
N/A—2,854-2,854-100%$296.5K———
Farmers National Bank
N/A—2,831-2,831-100%$294.1K———
Tillman Hartley LLC
N/A—2,819-2,819-100%$292.8K———
Trivium Point Advisory, LLC
N/A—2,815-2,815-100%$292.4K———
Vienna Asset Management LLC
N/A—2,807-2,807-100%$291.6K———
Fort Sheridan Advisors LLC
N/A—2,785-2,785-100%$289.3K———
Earned Wealth Advisors, LLC
N/A—2,781-2,781-100%$288.9K———
Trans-Canada Capital Inc.
N/A—2,779-2,779-100%$288.7K———
Winthrop Capital Management, LLC
N/A—2,759-2,759-100%$287.0K———
Pasadena Private Wealth, LLC
N/A—2,745-2,745-100%$285.2K———
One Degree Advisors Inc
N/A—2,723-2,723-100%$280———
Medallion Wealth Advisors, LLC
N/A—2,722-2,722-100%$282.8K———
Banque Transatlantique SA
N/A—2,715-2,715-100%$282.0K———
Madison Wealth Partners, Inc
N/A—2,705-2,705-100%$281.0K———
East Coast Asset Management, Llc.
N/A—2,680-2,680-100%$278.4K———
Elk River Wealth Management LLC
N/A—2,675-2,675-100%$277.9K———
Cedarwood Wealth LLC
N/A—2,675-2,675-100%$277.9K———
Alpha Financial Advisors, LLC
N/A—2,673-2,673-100%$277.6K———
Blue Chip Partners, LLC
N/A—2,673-2,673-100%$277.7K———
Ascension Capital Advisors, Inc.
N/A—2,671-2,671-100%$277.5K———
Sargent Investment Group, LLC
N/A—2,645-2,645-100%$274.8K———
Keewaydin Investments LLC
N/A—2,640-2,640-100%$274.2K———
Element Wealth, LLC
N/A—2,601-2,601-100%$270.2K———
Clearstead Trust, LLC
N/A—2,579-2,579-100%$267.9K———
Coastal Bridge Advisors, LLC
N/A—2,571-2,571-100%$267.0K———
Schnieders Capital Management, Llc.
N/A—2,568-2,568-100%$266.8K———
Founders Financial Alliance, LLC
N/A—2,547-2,547-100%$264.5K———
Fairview Capital Investment Management, LLC
N/A—2,533-2,533-100%$263.1K———
Sonoma Allocations LLC
N/A—2,531-2,531-100%$261.7K———
Fiduciary Wealth Partners, LLC
N/A—2,519-2,519-100%$261.7K———
Sharpepoint LLC
N/A—2,492-2,492-100%$258.9K———
Keebeck Wealth Management
N/A—2,491-2,491-100%$258.8K———
Northwest Bancshares, Inc.
N/A—2,471-2,471-100%$256.7K———
Abbot Financial Management, Inc.
N/A—2,471-2,471-100%$256.7K———
Sachetta, LLC
N/A—2,454-2,454-100%$254.9K———
Widmann Financial Services, Inc.
N/A—2,421-2,421-100%$251.5K———
Lafayette Investments, Inc.
N/A—2,407-2,407-100%$250.1K———
Omnia Family Wealth, LLC
N/A—2,407-2,407-100%$250.0K———
Invst, LLC
N/A—2,398-2,398-100%$249.1K———
McLaughlin Asset Management, Inc.
N/A—2,377-2,377-100%$246.9K———
Clark Estates Inc
N/A—2,370-2,370-100%$246.2K———
Copley Financial Group, Inc.
N/A—2,356-2,356-100%$244.7K———
Delos Wealth Advisors, LLC
N/A—2,355-2,355-100%$244.6K———
Interactive Financial Advisors, Inc.
N/A—2,343-2,343-100%$238.6K———
Northstar Financial Companies, Inc.
N/A—2,319-2,319-100%$240.9K———
Tribridge Partners Financial LLC
N/A—2,318-2,318-100%$240.9K———
American Trust
N/A—2,302-2,302-100%$239.2K———
Objectivity Squared, LLC
N/A—2,301-2,301-100%$239.1K———
Reliant Investment Partners, LLC
N/A—2,293-2,293-100%$238.2K———
NCM Capital Management, LLC
N/A—2,276-2,276-100%$236.4K———
Kera Capital Partners, Inc.
N/A—2,250-2,250-100%$233.7K———
City National Bank of Florida
N/A—2,228-2,228-100%$231.4K———
Resources Management Corp
N/A—2,205-2,205-100%$229.1K———
Rathbones Group PLC
N/A—2,205-2,205-100%$229.1K———
Calton & Associates, Inc.
N/A—2,189-2,189-100%$227.4K———
Bingham Private Wealth, LLC
N/A—2,188-2,188-100%$227.3K———
BCV Asset Management Inc.
N/A—2,175-2,175-100%$225.5K———
Maimon Wealth Management Ltd.
N/A—2,170-2,170-100%$225.4K———
Gamco Investors, Inc. ET AL
N/A—2,163-2,163-100%$224.7K———
Raffa Wealth Management, LLC
N/A—2,160-2,160-100%$224.4K———
Allium Financial Advisors, LLC
N/A—2,151-2,151-100%$223.4K———
Corsicana & Co.
N/A—2,129-2,129-100%$221.2K———
M. Kulyk & Associates, LLC
N/A—2,125-2,125-100%$220.7K———
Envision Financial Planning, LLC
N/A—2,124-2,124-100%$220.6K———
Advance Capital Management, Inc.
N/A—2,124-2,124-100%$220.6K———
Kirtland Hills Capital Management, LLC
N/A—2,120-2,120-100%$220.3K———
Sankala Group LLC
N/A—2,109-2,109-100%$226.5K———
Berger Financial Group, Inc
N/A—2,104-2,104-100%$218.6K———
Jennison Associates LLC
N/A—2,095-2,095-100%$217.6K———
Allstate Corp
N/A—2,083-2,083-100%$216.4K———
Capital Advisors Inc
N/A—2,082-2,082-100%$216.3K———
Parkwoods Wealth Partners, LLC
N/A—2,080-2,080-100%$216.1K———
Atlas Capital Advisors Inc.
N/A—2,076-2,076-100%$215.7K———
Ruggiero Investments, Inc.
N/A—2,053-2,053-100%$213.3K———
Austin Wealth Management, LLC
N/A—1,998-1,998-100%$206.5K———
Northstar Group, Inc.
N/A—1,997-1,997-100%$207.4K———
Petra Financial Advisors Inc
N/A—1,975-1,975-100%$205.2K———
Bearing Point Capital, LLC
N/A—1,974-1,974-100%$205.1K———
Hanover Advisors Inc
N/A—1,951-1,951-100%$202.7K———
WJ Financial Advisors LLC
N/A—1,946-1,946-100%$202.2K———
Rogco, LP
N/A—1,924-1,924-100%$199.9K———
WHI Trust Co LLC
N/A—1,920-1,920-100%$199.5K———
Boreal Capital Management LLC
N/A—1,900-1,900-100%$197.4K———
CVA Family Office, LLC
N/A—1,892-1,892-100%$196.5K———
Silver OAK Securities, Incorporated
N/A—1,800-1,800-100%$187.0K———
Centennial Bank
N/A—1,800-1,800-100%$187.0K———
S&T Bank
N/A—1,763-1,763-100%$183.1K———
WealthCollab, LLC
N/A—1,744-1,744-100%$181.2K———
HighMark Wealth Management LLC
N/A—1,744-1,744-100%$181.1K———
Vestcor Inc
N/A—1,700-1,700-100%$177.0K———
Financial Life Planners
N/A—1,677-1,677-100%$174.2K———
Alerus Financial NA
N/A—1,665-1,665-100%$173.0K———
Colonial Trust Advisors
N/A—1,626-1,626-100%$168.9K———
Front Row Advisors LLC
N/A—1,520-1,520-100%$164.3K———
TD Capital Management LLC
N/A—1,457-1,457-100%$151.4K———
USA Financial Formulas
N/A—1,422-1,422-100%$147.7K———
Investors Portfolio Services LLC
N/A—1,421-1,421-100%$147.6K———
Howe & Rusling Inc
N/A—1,411-1,411-100%$146.6K———
Timmons Wealth Management, LLC
N/A—1,395-1,395-100%$144.9K———
Glassman Wealth Services
N/A—1,355-1,355-100%$140.8K———
Godfrey Financial Associates, Inc.
N/A—1,297-1,297-100%$134.7K———
Main Management LLC
N/A—1,288-1,288-100%$134.0K———
Rice Partnership, LLC
N/A—1,281-1,281-100%$133.1K———
N.E.W. Advisory Services LLC
N/A—1,207-1,207-100%$125.4K———
Addison Advisors LLC
N/A—1,173-1,173-100%$121.9K———
Tidemark, LLC
N/A—1,148-1,148-100%$119.3K———
IAG Wealth Partners, LLC
N/A—1,131-1,131-100%$117.5K———
Coston, McIsaac & Partners
N/A—1,106-1,106-100%$114.0K———
Bogart Wealth, LLC
N/A—1,100-1,100-100%$114.3K———
Seneschal Advisors, LLC
N/A—1,090-1,090-100%$113.2K———
Coppell Advisory Solutions LLC
N/A—1,074-1,074-100%$208.7K———
Measured Wealth Private Client Group, LLC
N/A—1,054-1,054-100%$109.5K———
Cetera Trust Company, N.a
N/A—1,000-1,000-100%$103.9K———
Fiduciary Financial Advisors
N/A—989-989-100%$102.6K———
Wellington Grp LLC
N/A—979-979-100%$95.1K———
Nalls Sherbakoff Group, LLC
N/A—950-950-100%$98.7K———
Cary Street Partners Investment Advisory LLC
N/A—896-896-100%$93.1K———
Millstone Evans Group, LLC
N/A—860-860-100%$89.3K———
Three Bearings Fiduciary Advisors, Inc.
N/A—858-858-100%$89.1K———
Valued Wealth Advisors LLC
N/A—797-797-100%$82.8K———
Marquette Associates, Inc.
N/A—777-777-100%$80.7K———
Caldwell Sutter Capital, Inc.
N/A—743-743-100%$77.2K———
Longview Financial Advisors LLC
N/A—728-728-100%$75.7K———
Horizon Investments, LLC
N/A—713-713-100%$74.1K———
Sittner & Nelson, LLC
N/A—703-703-100%$73.0K———
SHP Wealth Management
N/A—697-697-100%$72.4K———
Dunhill Financial, LLC
N/A—686-686-100%$71.3K———
Frazier Financial Advisors, LLC
N/A—661-661-100%$68.7K———
Consultiva Wealth Management, Corp.
N/A—625-625-100%$64.9K———
PIN OAK Investment Advisors Inc
N/A—575-575-100%$60.0K———
Bruce G. Allen Investments, LLC
N/A—566-566-100%$58.8K———
Manning & Napier Advisors LLC
N/A—542-542-100%$56.1K———
Truvestments Capital LLC
N/A—537-537-100%$55.8K———
Ballast Advisors LLC
N/A—536-536-100%$55.7K———
Walsh & Associates, LLC
N/A—525-525-100%$54.5K———
CoreFirst Bank & Trust
N/A—489-489-100%$50.8K———
Ankerstar Wealth, LLC
N/A—479-479-100%$49.8K———
Strategic Wealth Advisors LLC
N/A—455-455-100%$43———
WealthShield Partners, LLC
N/A—448-448-100%$46.5K———
Strive Financial Group,LLC
N/A—444-444-100%$46.1K———
Centrica Wealth Management, LLC
N/A—393-393-100%$40———
GeoWealth Management, LLC
N/A—380-380-100%$39.5K———
Synergy Investment Management, LLC
N/A—315-315-100%$32.7K———
Twin Tree Management, LP
N/A—306-306-100%$31.8K———
PlanVest Financial, Inc
N/A—294-294-100%$30.5K———
Greykasell Wealth Strategies, Inc.
N/A—276-276-100%$28.7K———
VSM Wealth Advisory, LLC
N/A—263-263-100%$27.3K———
Bollard Group LLC
N/A—250-250-100%$26.0K———
Winch Advisory Services, LLC
N/A—228-228-100%$23.7K———
Bravera Wealth
N/A—224-224-100%$23.3K———
Kerr Financial Planning Corp
N/A—216-216-100%$22.4K———
Minot DeBlois Advisors LLC
N/A—205-205-100%$21.3K———
Cheviot Value Management, LLC
N/A—195-195-100%$20.3K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—189-189-100%$19.6K———
Caitlin John, LLC
N/A—185-185-100%$19.2K———
C M Bidwell & Associates LTD
N/A—182-182-100%$18.9K———
one8zero8, LLC
N/A—179-179-100%$18.6K———
Field & Main Bank
N/A—174-174-100%$18.1K———
Fortis Group Advisors, LLC
N/A—173-173-100%$18.0K———
Transamerica Financial Advisors, LLC
N/A—172-172-100%$17.9K———
Harborfront Financial Group LLC
N/A—161-161-100%$16.7K———
NWK Group, Inc.
N/A—149-149-100%$15.5K———
Abound Financial, LLC
N/A—140-140-100%$14.5K———
Jackson, Grant Investment Advisers, Inc.
N/A—118-118-100%$12.3K———
Windsor Advisory Group, LLC
N/A—117-117-100%$12.1K———
MRP Capital Investments, LLC
N/A—111-111-100%$11.5K———
Pursuit Wealth Strategies, LLC
N/A—108-108-100%$11.2K———
Ramirez Asset Management, Inc.
N/A—100-100-100%$10.4K———
FWL Investment Management, LLC
N/A—100-100-100%$10.4K———
Kiker Wealth Management, LLC
N/A—64-64-100%$6.6K———
Kilter Group LLC
N/A—54-54-100%$5.6K———
Mpwm Advisory Solutions, LLC
N/A—45-45-100%$4.7K———
Providence Capital Advisors, LLC
N/A—40-40-100%$4.2K———
Allianz Asset Management GmbH
N/A—37-37-100%$3.8K———
Orion Capital Management LLC
N/A—24-24-100%$2.5K———
Integrity Financial Corp
N/A—23-23-100%$2.4K———
Fourth Dimension Wealth, LLC
N/A—18-18-100%$1.9K———
Showing 2345 of 2345 institutions