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Ishares Expanded Tech-Softwa (IGV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
DECREASED
Shares6,964,513 from 9,206,194
Change-2,241,681 (-24%)
Value$741.6M (-$92.5M)
Filed 2026-11-04
Meitav Investment House LTD
DECREASED
Shares659,767 from 1,724,569
Change-1,064,802 (-62%)
Value$70.3M (-$86.0M)
Filed 2026-10-28
Ninety One UK Ltd
INCREASED
Shares476,982 from 239,314
Change+237,668 (+99%)
Value$50.8M (+$29.1M)
Filed 2026-10-15
SP Asset Management LLC
DECREASED
Shares440,166 from 441,717
Change-1,551 (0%)
Value$46.9M (+$6.8M)
Filed 2026-11-05
Ayalon Insurance Comp Ltd.
INCREASED
Shares388,765 from 247,025
Change+141,740 (+57%)
Value$41.4K (+$19.0K)
Filed 2026-10-08
Journey Advisory Group, LLC
INCREASED
Shares249,970 from 246,014
Change+3,956 (+2%)
Value$26.6M (+$4.3M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares221,072 from 176,782
Change+44,290 (+25%)
Value$23.5K (-$16.0M)
Filed 2026-11-02
Y.D. More Investments Ltd
INCREASED
Shares188,593 from 178,220
Change+10,373 (+6%)
Value$20.1M (+$3.9M)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares175,721 from 175,870
Change-149 (0%)
Value$18.7M (+$2.8M)
Filed 2026-10-21
MinichMacGregor Wealth Management, LLC
INCREASED
Shares175,583 from 154,494
Change+21,089 (+14%)
Value$18.7M (+$4.7M)
Filed 2026-10-14
Ninety One SA (PTY) Ltd
INCREASED
Shares165,865 from 80,849
Change+85,016 (+105%)
Value$17.7M (+$10.4M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares159,138 from 251,408
Change-92,270 (-37%)
Value$16.9M (-$5.8M)
Filed 2026-11-02
Agur Provident & Training Funds Management LTD
DECREASED
Shares159,000 from 200,900
Change-41,900 (-21%)
Value$169.3K (-$2.0K)
Filed 2026-11-02
Focused Wealth Management, Inc
DECREASED
Shares152,814 from 154,098
Change-1,284 (-1%)
Value$16.3M (+$2.3M)
Filed 2026-10-30
Horizon Wealth Management, LLC
DECREASED
Shares148,847 from 151,353
Change-2,506 (-2%)
Value$15.8M (+$2.1M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares146,892 from 142,305
Change+4,587 (+3%)
Value$15.6M (+$2.7M)
Filed 2026-10-30
Diversify Advisory Services, LLC
DECREASED
Shares143,108 from 254,501
Change-111,393 (-44%)
Value$15.7M (-$7.5M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares143,108 from 254,501
Change-111,393 (-44%)
Value$15.7M (-$7.5M)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares139,724 from 126,630
Change+13,094 (+10%)
Value$15.3M (+$3.6M)
Filed 2026-10-13
Prospera Financial Services Inc
DECREASED
Shares138,521 from 153,241
Change-14,720 (-10%)
Value$14.4M (+$562.4K)
Filed 2026-11-04
Principle Wealth Partners LLC
INCREASED
Shares125,539 from 109,340
Change+16,199 (+15%)
Value$13.4M (+$3.5M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares116,537 from 110,231
Change+6,306 (+6%)
Value$12.4M (+$2.4M)
Filed 2026-11-05
Noesis Capital Mangement Corp
DECREASED
Shares109,264 from 133,491
Change-24,227 (-18%)
Value$11.6M (-$459.9K)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares107,831 from 105,771
Change+2,060 (+2%)
Value$11.5M (+$1.9M)
Filed 2026-10-28
GGM Financial LLC
DECREASED
Shares107,407 from 116,968
Change-9,561 (-8%)
Value$11.4M (+$839.4K)
Filed 2026-11-05
Insight Wealth Strategies, LLC
NEW
Shares107,147
Change+107,147
Value$11.4M
Filed 2026-10-09
Gimbal Financial
NEW
Shares106,068
Change+106,068
Value$11.3M
Filed 2026-10-19
Joseph Group Capital Management
DECREASED
Shares103,917 from 106,101
Change-2,184 (-2%)
Value$11.1M (+$1.5M)
Filed 2026-11-04
Well Done, LLC
DECREASED
Shares100,564 from 104,489
Change-3,925 (-4%)
Value$10.7M (+$1.2M)
Filed 2026-10-20
Oppenheimer & Co Inc
INCREASED
Shares96,914 from 86,047
Change+10,867 (+13%)
Value$10.3M (+$2.5M)
Filed 2026-10-26
Grimes & Co Wealth Management, LLC
INCREASED
Shares94,047 from 72,999
Change+21,048 (+29%)
Value$10.0M (+$3.4M)
Filed 2026-10-29
Jessup Wealth Management, Inc
DECREASED
Shares90,986 from 91,105
Change-119 (0%)
Value$9.7M (+$1.4M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares90,132 from 89,977
Change+155 (+0%)
Value$9.6M (+$1.4M)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares88,734 from 101,274
Change-12,540 (-12%)
Value$9.4M (+$273.0K)
Filed 2026-10-16
CMH Wealth Management LLC
INCREASED
Shares88,280 from 80,457
Change+7,823 (+10%)
Value$9.4M (+$2.1M)
Filed 2026-10-22
Arvest Investments, Inc.
DECREASED
Shares87,138 from 93,230
Change-6,092 (-7%)
Value$9.3M (+$831.8K)
Filed 2026-10-21
Cadent Capital Advisors, LLC
INCREASED
Shares81,907 from 26,316
Change+55,591 (+211%)
Value$8.7M (+$6.3M)
Filed 2026-10-09
Park Avenue Securities LLC
INCREASED
Shares81,168 from 69,737
Change+11,431 (+16%)
Value$8.6K (-$6.3M)
Filed 2026-10-26
Thrivent Financial for Lutherans
INCREASED
Shares78,800 from 2,300
Change+76,500 (+3326%)
Value$8.1M (+$7.9M)
Filed 2026-11-05
Kwmg, LLC
INCREASED
Shares77,228 from 74,181
Change+3,047 (+4%)
Value$8.2M (+$1.5M)
Filed 2026-10-07
Aurora Investment Managers, Llc.
INCREASED
Shares76,760 from 76,274
Change+486 (+1%)
Value$8.2K (+$1.3K)
Filed 2026-10-15
Nfsg Corp
DECREASED
Shares68,244 from 80,305
Change-12,061 (-15%)
Value$7.3M (-$9.0K)
Filed 2026-10-15
Genesee Capital Advisors, LLC
DECREASED
Shares65,032 from 66,660
Change-1,628 (-2%)
Value$6.9M (+$885.2K)
Filed 2026-10-20
Jmac Enterprises LLC
INCREASED
Shares64,905 from 64,310
Change+595 (+1%)
Value$6.9M (+$1.1M)
Filed 2026-10-30
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares61,930 from 37,500
Change+24,430 (+65%)
Value$6.6K (+$2.8K)
Filed 2026-11-02
GoalVest Advisory LLC
NEW
Shares60,650
Change+60,650
Value$1.6M
Filed 2026-10-02
Crestwood Advisors Group, LLC
DECREASED
Shares59,938 from 64,378
Change-4,440 (-7%)
Value$6.4M (+$549.6K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares58,255 from 59,617
Change-1,362 (-2%)
Value$6.2M (+$801.7K)
Filed 2026-10-23
Titleist Asset Management, LLC
DECREASED
Shares55,712 from 65,445
Change-9,733 (-15%)
Value$5.9M (+$2.9K)
Filed 2026-10-08
Vontobel Holding Ltd.
INCREASED
Shares55,463 from 47,768
Change+7,695 (+16%)
Value$5.9M (+$1.6M)
Filed 2026-10-16
Connective Portfolio Management, LLC
NEW
Shares55,190
Change+55,190
Value$5.8M
Filed 2026-10-22
Monument Capital Management
NEW
Shares53,036
Change+53,036
Value$5.6M
Filed 2026-10-09
Vicus Capital
DECREASED
Shares52,040 from 54,659
Change-2,619 (-5%)
Value$5.5M (+$589.1K)
Filed 2026-11-05
GFS Advisors, LLC
DECREASED
Shares51,590 from 52,175
Change-585 (-1%)
Value$5.5M (+$5.5M)
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares50,882 from 60,881
Change-9,999 (-16%)
Value$5.6M (+$324.4K)
Filed 2026-10-27
Lido Advisors, LLC
DECREASED
Shares50,416 from 95,443
Change-45,027 (-47%)
Value$5.4M (-$3.3M)
Filed 2026-11-04
Left Brain Wealth Management, LLC
NEW
Shares50,076
Change+50,076
Value$5.3M
Filed 2026-10-28
VestGen Advisors, LLC
INCREASED
Shares49,974 from 49,624
Change+350 (+1%)
Value$5.3M (+$825.3K)
Filed 2026-10-27
Atria Investments, Inc
INCREASED
Shares47,507 from 45,209
Change+2,298 (+5%)
Value$5.1M (+$962.6K)
Filed 2026-10-15
Cottonwood Capital Advisors, LLC
DECREASED
Shares46,591 from 47,225
Change-634 (-1%)
Value$5.0M (+$682.4K)
Filed 2026-10-20
Triumph Capital Management
INCREASED
Shares45,789 from 45,601
Change+188 (+0%)
Value$4.9M (+$744.1K)
Filed 2026-10-14
Trilogy Capital Inc.
DECREASED
Shares44,409 from 82,278
Change-37,869 (-46%)
Value$4.7M (-$2.7M)
Filed 2026-10-20
Cordoba Advisory Partners LLC
INCREASED
Shares43,070 from 40,941
Change+2,129 (+5%)
Value$4.6M (+$874.6K)
Filed 2026-10-19
Herbst Group, LLC
DECREASED
Shares42,542 from 47,630
Change-5,088 (-11%)
Value$4.5M (+$214.6K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares42,347 from 35,536
Change+6,811 (+19%)
Value$4.5M (+$1.3M)
Filed 2026-10-30
Crown Wealth Group, LLC
NEW
Shares41,925
Change+41,925
Value$4.5M
Filed 2026-10-19
Apollon Wealth Management, LLC
INCREASED
Shares41,679 from 36,862
Change+4,817 (+13%)
Value$4.4M (+$1.1M)
Filed 2026-10-23
Sheets Smith Wealth Management
DECREASED
Shares40,887 from 44,562
Change-3,675 (-8%)
Value$4.4M (+$316.3K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares40,457 from 39,133
Change+1,324 (+3%)
Value$4.3M (+$762.4K)
Filed 2026-11-03
Sharper & Granite LLC
INCREASED
Shares40,195 from 34,617
Change+5,578 (+16%)
Value$3.2M (+$81.3K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares39,762 from 43,207
Change-3,445 (-8%)
Value$4.2M (+$319.3K)
Filed 2026-11-02
Sage Advisory Services, Ltd.Co.
DECREASED
Shares38,068 from 42,238
Change-4,170 (-10%)
Value$4.1M (+$226.0K)
Filed 2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares37,110 from 13,190
Change+23,920 (+181%)
Value$3.9M (+$2.8M)
Filed 2026-10-29
Hudock, Inc.
INCREASED
Shares36,458 from 36,216
Change+242 (+1%)
Value$3.9M (+$600.9K)
Filed 2026-10-14
Guardian Partners Inc.
NEW
Shares36,000
Change+36,000
Value$3.8M
Filed 2026-10-21
Valley Wealth Managers, Inc.
INCREASED
Shares35,393 from 23,378
Change+12,015 (+51%)
Value$3.8M (+$1.7M)
Filed 2026-10-09
SFI Advisors, LLC
DECREASED
Shares35,097 from 35,387
Change-290 (-1%)
Value$3.7M (+$531.2K)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares34,754 from 31,996
Change+2,758 (+9%)
Value$3.7M (+$801.7K)
Filed 2026-10-16
Rockingstone Advisors LLC
INCREASED
Shares34,604 from 34,578
Change+26 (+0%)
Value$3.7M (+$551.9K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
INCREASED
Shares34,600 from 29,375
Change+5,225 (+18%)
Value$3.7M (+$1.0M)
Filed 2026-10-21
New Wave Wealth Advisors LLC
NEW
Shares34,368
Change+34,368
Value$3.8M
Filed 2026-10-19
Paragon Advisors, LLC
DECREASED
Shares32,770 from 34,183
Change-1,413 (-4%)
Value$3.5M (+$392.5K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares32,552 from 43,873
Change-11,321 (-26%)
Value$3.5M (-$506.3K)
Filed 2026-10-08
Precedent Wealth Partners, LLC
DECREASED
Shares31,758 from 32,343
Change-585 (-2%)
Value$3.4M (+$451.3K)
Filed 2026-10-21
Dynamic Wealth Strategies, LLC
DECREASED
Shares30,919 from 36,691
Change-5,772 (-16%)
Value$3.3M (-$32.0K)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares30,564 from 42,123
Change-11,559 (-27%)
Value$3.3M (-$561.9K)
Filed 2026-10-13
CVS Health Corp
NEW
Shares30,000
Change+30,000
Value$3.2M
Filed 2026-11-05
Capstone Wealth Management Group, LLC
NEW
Shares29,879
Change+29,879
Value$3.4M
Filed 2026-11-05
Forte Asset Management LLC
INCREASED
Shares29,765 from 29,646
Change+119 (+0%)
Value$3.2M (+$483.5K)
Filed 2026-10-13
Spire Wealth Management
INCREASED
Shares28,931 from 28,622
Change+309 (+1%)
Value$3.1M (+$487.4K)
Filed 2026-10-30
Future Financial Wealth Managment LLC
DECREASED
Shares27,850 from 28,553
Change-703 (-2%)
Value$3.0M (+$478.5K)
Filed 2026-10-15
International Assets Investment Management, LLC
DECREASED
Shares27,272 from 28,791
Change-1,519 (-5%)
Value$3.0M (+$264.3K)
Filed 2026-11-02
Wespac Advisors, LLC
NEW
Shares26,868
Change+26,868
Value$2.9M
Filed 2026-10-26
NTV Asset Management LLC
INCREASED
Shares26,741 from 26,462
Change+279 (+1%)
Value$2.8M (+$449.9K)
Filed 2026-10-23
Guerra PAN Advisors, LLC
DECREASED
Shares26,675 from 27,273
Change-598 (-2%)
Value$2.8M (+$356.3K)
Filed 2026-10-26
Virtue Capital Management, LLC
NEW
Shares26,274
Change+26,274
Value$2.8M
Filed 2026-10-29
Leeward Financial Partners, LLC
NEW
Shares25,800
Change+25,800
Value$2.7M
Filed 2026-10-23
Signature Equity Partners, LLC
INCREASED
Shares25,720 from 21,936
Change+3,784 (+17%)
Value$2.7M (+$751.3K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
DECREASED
Shares25,563 from 36,780
Change-11,217 (-30%)
Value$2.8M (-$598.5K)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares25,389 from 17,696
Change+7,693 (+43%)
Value$2.7M (+$1.1M)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares25,304 from 2,036
Change+23,268 (+1143%)
Value$2.7M (+$2.5M)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares25,113 from 26,314
Change-1,201 (-5%)
Value$2.7M (+$289.9K)
Filed 2026-11-05
Capital Investment Advisors, LLC
INCREASED
Shares24,038 from 21,329
Change+2,709 (+13%)
Value$2.6M (+$627.1K)
Filed 2026-10-22
Jefferies Financial Group Inc.
DECREASED
Shares24,000 from 40,971
Change-16,971 (-41%)
Value$2.6M (-$1.2M)
Filed 2026-11-05
GC Wealth Management RIA, LLC
DECREASED
Shares23,874 from 24,522
Change-648 (-3%)
Value$2.5M (+$320.4K)
Filed 2026-11-02
Westwind Capital
DECREASED
Shares23,764 from 26,215
Change-2,451 (-9%)
Value$2.5K (+$155)
Filed 2026-10-08
HB Wealth Management, LLC
INCREASED
Shares23,536 from 17,643
Change+5,893 (+33%)
Value$2.5M (+$907.6K)
Filed 2026-10-23
Ebert Capital Management Inc.
DECREASED
Shares23,253 from 24,694
Change-1,441 (-6%)
Value$2.5M (+$238.7K)
Filed 2026-10-08
Wedbush Securities Inc
DECREASED
Shares22,676 from 23,750
Change-1,074 (-5%)
Value$2.4K (-$2.1M)
Filed 2026-10-22
Hanseatic Management Services Inc
NEW
Shares22,669
Change+22,669
Value$2.4M
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares22,531 from 15,183
Change+7,348 (+48%)
Value$2.4M (+$1.0M)
Filed 2026-11-05
Stone Summit Wealth LLC
DECREASED
Shares22,144 from 23,019
Change-875 (-4%)
Value$2.4M (+$272.4K)
Filed 2026-10-14
Primoris Wealth Advisors, LLC
NEW
Shares21,775
Change+21,775
Value$2.3M
Filed 2026-10-28
Hartford Financial Management Inc.
UNCHANGED
Shares21,317 from 21,317
Change0 (0%)
Value$2.3M (+$338.5K)
Filed 2026-10-21
Midwest Financial Group LLC
INCREASED
Shares20,760 from 20,110
Change+650 (+3%)
Value$2.2M (+$388.6K)
Filed 2026-10-15
Argyle Capital Partners, LLC
DECREASED
Shares20,454 from 26,576
Change-6,122 (-23%)
Value$2.2M (-$229.9K)
Filed 2026-10-23
Wagner Wealth Management, Corp
NEW
Shares20,123
Change+20,123
Value$2.1M
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares19,226 from 7,935
Change+11,291 (+142%)
Value$2.0M (+$1.3M)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares18,892 from 18,754
Change+138 (+1%)
Value$2.0M (+$312.5K)
Filed 2026-10-23
Outlook Wealth Advisors, LLC
INCREASED
Shares18,468 from 2,782
Change+15,686 (+564%)
Value$2.0M (+$1.7M)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares18,153 from 7,394
Change+10,759 (+146%)
Value$1.9M (+$1.3M)
Filed 2026-11-04
Altura Wealth Advisors Inc.
INCREASED
Shares18,042 from 16,529
Change+1,513 (+9%)
Value$1.9M (+$423.6K)
Filed 2026-10-22
Matauro, LLC
DECREASED
Shares17,734 from 18,760
Change-1,026 (-5%)
Value$1.9M (+$188.6K)
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares17,177 from 9,203
Change+7,974 (+87%)
Value$1.8M (+$994.5K)
Filed 2026-11-03
WP Advisors, LLC
INCREASED
Shares17,119 from 15,992
Change+1,127 (+7%)
Value$1.8M (+$374.1K)
Filed 2026-10-22
PFG Advisors
INCREASED
Shares17,110 from 6,503
Change+10,607 (+163%)
Value$1.8M (+$1.2M)
Filed 2026-10-16
Naples Global Advisors, LLC
INCREASED
Shares16,078 from 12,779
Change+3,299 (+26%)
Value$1.7M (+$554.2K)
Filed 2026-11-05
Pinnacle Associates LTD
INCREASED
Shares15,879 from 13,829
Change+2,050 (+15%)
Value$1.7M (+$437.9K)
Filed 2026-10-20
James Investment Research, Inc.
DECREASED
Shares15,815 from 18,834
Change-3,019 (-16%)
Value$1.7M (-$22.4K)
Filed 2026-10-22
Capital Investment Counsel, Inc
INCREASED
Shares15,725 from 15,565
Change+160 (+1%)
Value$1.7M (+$264.2K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares15,529 from 15,407
Change+122 (+1%)
Value$1.7M (+$257.7K)
Filed 2026-10-28
Heritage Wealth Management, Inc.
INCREASED
Shares15,065 from 14,765
Change+300 (+2%)
Value$1.6M (+$266.4K)
Filed 2026-10-28
Middleton & Co Inc
INCREASED
Shares14,978 from 12,221
Change+2,757 (+23%)
Value$1.6M (+$487.6K)
Filed 2026-10-23
Valley National Advisers Inc
DECREASED
Shares14,485 from 14,682
Change-197 (-1%)
Value$1.5M (+$212.2K)
Filed 2026-10-23
Flagship Private Wealth, LLC
INCREASED
Shares14,464 from 12,431
Change+2,033 (+16%)
Value$1.5M (+$413.9K)
Filed 2026-11-05
Guardian Asset Advisors, LLC
DECREASED
Shares14,134 from 20,400
Change-6,266 (-31%)
Value$1.5M (-$343.3K)
Filed 2026-10-16
KCM Investment Advisors LLC
DECREASED
Shares13,381 from 14,485
Change-1,104 (-8%)
Value$1.4M (+$112.5K)
Filed 2026-10-27
AMI Asset Management Corp
NEW
Shares13,342
Change+13,342
Value$1.4M
Filed 2026-10-20
Eagle Strategies LLC
INCREASED
Shares13,214 from 12,998
Change+216 (+2%)
Value$1.4M (+$229.4K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
INCREASED
Shares12,987 from 12,154
Change+833 (+7%)
Value$1.4M (+$281.7K)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
INCREASED
Shares12,922 from 5,942
Change+6,980 (+117%)
Value$1.4M (+$837.6K)
Filed 2026-10-30
Evergreen Private Wealth LLC
DECREASED
Shares12,882 from 12,958
Change-76 (-1%)
Value$1.4M (+$197.7K)
Filed 2026-10-30
Tritonpoint Wealth, LLC
DECREASED
Shares12,707 from 12,957
Change-250 (-2%)
Value$1.4M (+$179.1K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
DECREASED
Shares12,694 from 12,910
Change-216 (-2%)
Value$1.4M (+$182.0K)
Filed 2026-11-05
Stegent Equity Advisors, Inc.
NEW
Shares12,578
Change+12,578
Value$1.3M
Filed 2026-10-13
AGH Wealth Advisors, LLC
NEW
Shares12,493
Change+12,493
Value$1.3M
Filed 2026-10-26
Milestone Asset Management, LLC
INCREASED
Shares12,492 from 11,895
Change+597 (+5%)
Value$1.3M (+$252.6K)
Filed 2026-10-15
Cardinal Point Capital Management ULC
DECREASED
Shares12,440 from 12,565
Change-125 (-1%)
Value$1.3M (+$186.2K)
Filed 2026-10-21
Leuthold Group, LLC
NEW
Shares12,329
Change+12,329
Value$1.3M
Filed 2026-11-04
Parsons Capital Management Inc
UNCHANGED
Shares12,300 from 12,300
Change0 (0%)
Value$1.3M (+$195.3K)
Filed 2026-10-28
Greenspring Advisors, LLC
INCREASED
Shares12,244 from 6,122
Change+6,122 (+100%)
Value$1.3M (+$749.1K)
Filed 2026-11-05
Raab & Moskowitz Asset Management LLC
INCREASED
Shares12,074 from 10,190
Change+1,884 (+18%)
Value$1.3M (+$362.4K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares11,865 from 11,865
Change0 (0%)
Value$1.3M (+$188.4K)
Filed 2026-10-27
Union Bancaire Privee, UBP SA
DECREASED
Shares11,850 from 14,371
Change-2,521 (-18%)
Value$1.1M (-$31.3K)
Filed 2026-11-04
Valen Private Capital, LLC
NEW
Shares11,793
Change+11,793
Value$1.3M
Filed 2026-10-23
Jacobi Capital Management LLC
INCREASED
Shares11,772 from 9,580
Change+2,192 (+23%)
Value$1.3M (+$385.5K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED
Shares11,496 from 14,071
Change-2,575 (-18%)
Value$1.2M (-$50.7K)
Filed 2026-10-20
Quattro Financial Advisors LLC
INCREASED
Shares11,300 from 8,953
Change+2,347 (+26%)
Value$1.2M (+$392.1K)
Filed 2026-10-15
Berkshire Money Management, Inc.
UNCHANGED
Shares11,230 from 11,230
Change0 (0%)
Value$1.2M (+$178.3K)
Filed 2026-10-21
Arkansas Financial Group, Inc.
DECREASED
Shares11,216 from 13,254
Change-2,038 (-15%)
Value$1.2M (-$6.5K)
Filed 2026-10-26
Parallel Advisors, LLC
DECREASED
Shares10,963 from 15,427
Change-4,464 (-29%)
Value$1.2M (-$230.4K)
Filed 2026-11-03
Midwest Trust Co
INCREASED
Shares10,575 from 9,957
Change+618 (+6%)
Value$1.1M (+$223.9K)
Filed 2026-10-22
Lodestar Private Asset Management LLC
UNCHANGED
Shares10,417 from 10,417
Change0 (0%)
Value$1.1M (+$165.4K)
Filed 2026-10-26
Venture Visionary Partners LLC
DECREASED
Shares10,382 from 11,361
Change-979 (-9%)
Value$1.1M (+$76.2K)
Filed 2026-10-07
Tctc Holdings, LLC
INCREASED
Shares10,370 from 9,775
Change+595 (+6%)
Value$1.1M (+$218.6K)
Filed 2026-11-02
Allen Investment Management, LLC
UNCHANGED
Shares10,207 from 10,207
Change0 (0%)
Value$1.1M (+$162.1K)
Filed 2026-11-03
Sterling Investment Counsel, LLC
DECREASED
Shares10,107 from 10,355
Change-248 (-2%)
Value$1.1M (+$138.0K)
Filed 2026-10-19
Koa Wealth Management, LLC
INCREASED
Shares10,094 from 5,043
Change+5,051 (+100%)
Value$1.1M (+$617.9K)
Filed 2026-10-14
Csenge Advisory Group
INCREASED
Shares9,762 from 9,335
Change+427 (+5%)
Value$1.0M (+$193.7K)
Filed 2026-11-04
Patten Group, Inc.
DECREASED
Shares9,732 from 9,927
Change-195 (-2%)
Value$1.0M (+$136.9K)
Filed 2026-10-26
Ulland Investment Advisors, LLC
DECREASED
Shares9,658 from 9,802
Change-144 (-1%)
Value$1.0K (+$140)
Filed 2026-10-13
Odyssey Capital Advisors, Inc.
DECREASED
Shares9,501 from 9,584
Change-83 (-1%)
Value$1.0M (+$143.4K)
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares9,327 from 7,982
Change+1,345 (+17%)
Value$993.2K (+$270.0K)
Filed 2026-10-29
Calamos Wealth Management LLC
UNCHANGED
Shares9,300 from 9,300
Change0 (0%)
Value$990.3K (+$147.7K)
Filed 2026-11-02
Apollon Financial, LLC
DECREASED
Shares9,258 from 9,600
Change-342 (-4%)
Value$985.8K (+$116.0K)
Filed 2026-10-23
Advisor Resource Council
DECREASED
Shares9,224 from 10,660
Change-1,436 (-13%)
Value$1.0M (+$1.6K)
Filed 2026-11-05
Key Client Fiduciary Advisors, LLC
INCREASED
Shares9,210 from 8,580
Change+630 (+7%)
Value$980.7K (+$203.3K)
Filed 2026-10-19
Convergence Financial, LLC
NEW
Shares9,193
Change+9,193
Value$978.8K
Filed 2026-10-27
Advocate Investing Services LLC
DECREASED
Shares9,100 from 10,300
Change-1,200 (-12%)
Value$969.0K (+$35.8K)
Filed 2026-10-26
Yarbrough Capital, LLC
UNCHANGED
Shares8,945 from 8,945
Change0 (0%)
Value$952.5K (+$142.0K)
Filed 2026-10-19
Harmony Asset Management LLC
DECREASED
Shares8,841 from 15,095
Change-6,254 (-41%)
Value$941.4K (-$426.2K)
Filed 2026-10-20
Carnegie Investment Counsel
DECREASED
Shares8,775 from 9,878
Change-1,103 (-11%)
Value$934.4K (+$39.4K)
Filed 2026-10-20
Citizens National Bank Trust Department
DECREASED
Shares8,663 from 8,723
Change-60 (-1%)
Value$922.4K (+$132.1K)
Filed 2026-11-04
Salem Investment Counselors Inc
DECREASED
Shares8,603 from 8,618
Change-15 (0%)
Value$916.0K (+$135.3K)
Filed 2026-10-13
Goelzer Investment Management, Inc.
UNCHANGED
Shares8,577 from 8,577
Change0 (0%)
Value$913.3K (+$136.2K)
Filed 2026-10-16
Highline Wealth Partners LLC
INCREASED
Shares8,503 from 8,247
Change+256 (+3%)
Value$905.4K (+$158.2K)
Filed 2026-10-19
J. Safra Sarasin Holding AG
NEW
Shares8,483
Change+8,483
Value$903.3K
Filed 2026-10-26
Triangle Securities Wealth Management
DECREASED
Shares8,440 from 8,450
Change-10 (0%)
Value$898.7K (+$133.1K)
Filed 2026-10-14
Riverbridge Partners LLC
NEW
Shares8,433
Change+8,433
Value$898.0K
Filed 2026-11-05
Strategic Blueprint, LLC
INCREASED
Shares8,417 from 8,218
Change+199 (+2%)
Value$896.2K (+$151.7K)
Filed 2026-10-22
Summit Securities Group LLC
DECREASED
Shares8,376 from 48,703
Change-40,327 (-83%)
Value$891.9K (-$3.5M)
Filed 2026-11-05
Integrated Advisors Network LLC
INCREASED
Shares8,325 from 3,415
Change+4,910 (+144%)
Value$886.4K (+$577.0K)
Filed 2026-10-20
Investment Partners Asset Management, Inc.
DECREASED
Shares8,295 from 8,825
Change-530 (-6%)
Value$883.3K (+$83.7K)
Filed 2026-10-09
Allspring Global Investments Holdings, LLC
INCREASED
Shares8,008 from 483
Change+7,525 (+1558%)
Value$866.7K (+$821.6K)
Filed 2026-11-04
Bricktown Capital, LLC
DECREASED
Shares8,000 from 63,000
Change-55,000 (-87%)
Value$851.8K (-$4.9M)
Filed 2026-10-13
United Community Bank
DECREASED
Shares7,945 from 8,265
Change-320 (-4%)
Value$846.0K (+$97.2K)
Filed 2026-10-28
Planning Strategies Inc.
INCREASED
Shares7,849 from 6,384
Change+1,465 (+23%)
Value$835.8K (+$257.4K)
Filed 2026-10-02
Lmcg Investments, LLC
DECREASED
Shares7,781 from 8,041
Change-260 (-3%)
Value$828.5K (+$100.0K)
Filed 2026-10-21
Keybank National Association
DECREASED
Shares7,755 from 7,855
Change-100 (-1%)
Value$825.8K (+$114.1K)
Filed 2026-11-04
Chatham Capital Group, Inc.
UNCHANGED
Shares7,625 from 7,625
Change0 (0%)
Value$811.9K (+$121.1K)
Filed 2026-10-16
Retirement Planning Group, LLC
DECREASED
Shares7,574 from 7,936
Change-362 (-5%)
Value$806.5K (+$87.5K)
Filed 2026-10-19
Larson Financial Group LLC
INCREASED
Shares7,534 from 5,976
Change+1,558 (+26%)
Value$802.2K (+$260.8K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares7,514 from 7,526
Change-12 (0%)
Value$800.1K (+$118.2K)
Filed 2026-10-30
Telos Capital Management, Inc.
DECREASED
Shares7,454 from 7,634
Change-180 (-2%)
Value$793.7K (+$102.1K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares7,359 from 6,408
Change+951 (+15%)
Value$783.6K (+$203.0K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED
Shares7,303 from 7,030
Change+273 (+4%)
Value$777.6K (+$140.7K)
Filed 2026-10-23
Ignite Planners, LLC
INCREASED
Shares7,252 from 7,111
Change+141 (+2%)
Value$772.3K (+$127.9K)
Filed 2026-10-14
Huntleigh Advisors, Inc.
INCREASED
Shares7,191 from 7,133
Change+58 (+1%)
Value$765.7K (+$119.5K)
Filed 2026-11-03
First Growth Capital LLC
DECREASED
Shares6,991 from 7,092
Change-101 (-1%)
Value$744.4K (+$101.9K)
Filed 2026-10-15
LJI Wealth Management, LLC
DECREASED
Shares6,964 from 7,494
Change-530 (-7%)
Value$741.5K (+$62.6K)
Filed 2026-10-28
Nvwm, LLC
INCREASED
Shares6,928 from 6,911
Change+17 (+0%)
Value$737.7K (+$111.6K)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares6,869 from 6,621
Change+248 (+4%)
Value$731.4K (+$131.6K)
Filed 2026-10-23
Realta Investment Advisors
INCREASED
Shares6,845 from 5,745
Change+1,100 (+19%)
Value$728.9K (+$208.4K)
Filed 2026-10-14
WBH Advisory Inc
UNCHANGED
Shares6,837 from 6,837
Change0 (0%)
Value$728.0K (+$108.6K)
Filed 2026-11-05
Krilogy Financial LLC
INCREASED
Shares6,803 from 3,754
Change+3,049 (+81%)
Value$757.0K (+$416.9K)
Filed 2026-10-13
Arsenal Capital Advisors LLC
DECREASED
Shares6,733 from 9,484
Change-2,751 (-29%)
Value$716.9K (-$142.4K)
Filed 2026-11-02
Balentine LLC
UNCHANGED
Shares6,724 from 6,724
Change0 (0%)
Value$716.0K (+$106.8K)
Filed 2026-11-03
Montis Financial, LLC
DECREASED
Shares6,665 from 8,588
Change-1,923 (-22%)
Value$709.7K (-$68.4K)
Filed 2026-11-04
HUB Investment Partners, LLC
DECREASED
Shares6,662 from 6,763
Change-101 (-1%)
Value$709.4K (+$96.6K)
Filed 2026-11-03
Sigma Investment Counselors Inc
NEW
Shares6,601
Change+6,601
Value$702.9K
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares6,575 from 5,684
Change+891 (+16%)
Value$700.1K (+$185.1K)
Filed 2026-10-20
Avantax Planning Partners, Inc.
UNCHANGED
Shares6,375 from 6,375
Change0 (0%)
Value$678.8K (+$101.2K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares6,360 from 5,493
Change+867 (+16%)
Value$677.2K (+$179.6K)
Filed 2026-11-05
SteelPeak Wealth, LLC
DECREASED
Shares6,355 from 11,354
Change-4,999 (-44%)
Value$676.7K (-$352.0K)
Filed 2026-10-16
Dudley Capital Management, LLC
INCREASED
Shares6,227 from 5,132
Change+1,095 (+21%)
Value$663.1K (+$198.1K)
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares6,151 from 5,609
Change+542 (+10%)
Value$655.0K (+$146.8K)
Filed 2026-10-28
Curbstone Financial Management Corp
DECREASED
Shares6,086 from 7,086
Change-1,000 (-14%)
Value$648.0K (+$6.0K)
Filed 2026-10-21
Tortuga Wealth Management, Inc
DECREASED
Shares6,035 from 10,130
Change-4,095 (-40%)
Value$642.6K (-$275.2K)
Filed 2026-10-27
Pinion Investment Advisors, LLC
NEW
Shares6,033
Change+6,033
Value$642.4K
Filed 2026-11-04
Roxbury Financial LLC
INCREASED
Shares6,000 from 5,808
Change+192 (+3%)
Value$638.9K (+$112.7K)
Filed 2026-10-01
TritonPoint Partners, LLC
DECREASED
Shares5,822 from 12,957
Change-7,135 (-55%)
Value$619.9K (-$554.0K)
Filed 2026-11-05
Praxis Capital Management LLC
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$617.6K (+$92.1K)
Filed 2026-10-16
Swmg, LLC
DECREASED
Shares5,771 from 6,103
Change-332 (-5%)
Value$627.4K (+$56.0K)
Filed 2026-10-23
Benin Management Corp
INCREASED
Shares5,700 from 4,600
Change+1,100 (+24%)
Value$606.9K (+$190.2K)
Filed 2026-10-22
First Horizon Corp
DECREASED
Shares5,639 from 5,914
Change-275 (-5%)
Value$600.4K (+$64.6K)
Filed 2026-10-26
Lyell Wealth Management, LP
DECREASED
Shares5,476 from 5,579
Change-103 (-2%)
Value$583.1K (+$77.6K)
Filed 2026-10-30
High Point Wealth Management, LLC
UNCHANGED
Shares5,375 from 5,375
Change0 (0%)
Value$572.3K (+$85.4K)
Filed 2026-11-05
Ethos Capital Management, Inc.
DECREASED
Shares5,359 from 6,568
Change-1,209 (-18%)
Value$570.6K (-$24.5K)
Filed 2026-11-03
Mesirow Financial Investment Management, Inc.
INCREASED
Shares5,312 from 5,294
Change+18 (+0%)
Value$565.6K (+$86.0K)
Filed 2026-11-05
Tenzing Financial LLC
INCREASED
Shares5,279 from 4,927
Change+352 (+7%)
Value$559.5K (+$92.5K)
Filed 2026-11-03
Capital Square, LLC
INCREASED
Shares5,262 from 5,002
Change+260 (+5%)
Value$560.3K (+$98.1K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
DECREASED
Shares5,217 from 5,933
Change-716 (-12%)
Value$555.5K (+$22.2K)
Filed 2026-10-13
Curated Wealth Partners LLC
INCREASED
Shares5,145 from 4,545
Change+600 (+13%)
Value$547.8K (+$136.1K)
Filed 2026-10-15
GFG Capital, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$532.4K (+$79.4K)
Filed 2026-10-16
Samalin Investment Counsel, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$532.4K (+$79.4K)
Filed 2026-10-23
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares4,981 from 5,508
Change-527 (-10%)
Value$530.4K (+$31.3K)
Filed 2026-10-09
Thrive Wealth Management, LLC
UNCHANGED
Shares4,890 from 4,890
Change0 (0%)
Value$520.7K (+$77.7K)
Filed 2026-10-13
Ceera Investments, LLC
INCREASED
Shares4,836 from 3,545
Change+1,291 (+36%)
Value$514.9K (+$193.8K)
Filed 2026-11-02
Integrity Alliance, Llc.
INCREASED
Shares4,821 from 4,794
Change+27 (+1%)
Value$513.3K (+$79.0K)
Filed 2026-10-29
Optima Capital LLC
INCREASED
Shares4,751 from 3,901
Change+850 (+22%)
Value$505.9K (+$152.5K)
Filed 2026-10-29
Karnit Road Accident Victims Compensation Fund
UNCHANGED
Shares4,640 from 4,640
Change0 (0%)
Value$494.1K (+$73.7K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares4,590 from 6,632
Change-2,042 (-31%)
Value$488.8K (-$112.1K)
Filed 2026-10-22
WJ Wealth Management, LLC
UNCHANGED
Shares4,575 from 4,575
Change0 (0%)
Value$487.1K (+$72.7K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
NEW
Shares4,570
Change+4,570
Value$486.6K
Filed 2026-10-16
Financial Solutions Advisory Group, Inc.
DECREASED
Shares4,480 from 7,157
Change-2,677 (-37%)
Value$467.4K (-$204.5K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
INCREASED
Shares4,445 from 3,900
Change+545 (+14%)
Value$473.3K (+$120.0K)
Filed 2026-10-13
Cove Private Wealth, LLC
UNCHANGED
Shares4,425 from 4,425
Change0 (0%)
Value$471.2K (+$70.3K)
Filed 2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED
Shares4,401 from 4,626
Change-225 (-5%)
Value$468.6K (+$49.5K)
Filed 2026-11-04
Banque Pictet & CIE SA
DECREASED
Shares4,400 from 38,505
Change-34,105 (-89%)
Value$468.5K (-$3.0M)
Filed 2026-10-16
Resonant Capital Advisors, LLC
UNCHANGED
Shares4,380 from 4,380
Change0 (0%)
Value$466.4K (+$69.6K)
Filed 2026-10-15
IPG Investment Advisors LLC
DECREASED
Shares4,373 from 11,151
Change-6,778 (-61%)
Value$465.6K (-$544.6K)
Filed 2026-10-30
Galvin, Gaustad & Stein, LLC
NEW
Shares4,365
Change+4,365
Value$464.8K
Filed 2026-10-08
Baker Tilly Wealth Management, LLC
UNCHANGED
Shares4,357 from 4,357
Change0 (0%)
Value$463.9K (+$69.2K)
Filed 2026-10-05
Griffin Asset Management, Inc.
NEW
Shares4,319
Change+4,319
Value$459.9K
Filed 2026-10-22
Crusonia Wealth Advisors LLC
UNCHANGED
Shares4,232 from 4,232
Change0 (0%)
Value$450.6K (+$67.2K)
Filed 2026-10-26
Appleton Partners Inc
INCREASED
Shares4,225 from 4,160
Change+65 (+2%)
Value$450 (-$376.6K)
Filed 2026-10-30
Carret Asset Management, LLC
DECREASED
Shares4,195 from 4,430
Change-235 (-5%)
Value$446.7K (+$45.3K)
Filed 2026-11-04
Advus Financial Partners, LLC
INCREASED
Shares4,187 from 2,401
Change+1,786 (+74%)
Value$445.8K (+$228.3K)
Filed 2026-10-20
Ironwood Financial, llc
INCREASED
Shares4,172 from 4,041
Change+131 (+3%)
Value$444.2K (+$69.6K)
Filed 2026-10-20
Equity Investment Corp
NEW
Shares4,107
Change+4,107
Value$437.3K
Filed 2026-11-04
Fortune Financial Group, Inc.
DECREASED
Shares4,072 from 4,240
Change-168 (-4%)
Value$433.6K (+$49.4K)
Filed 2026-10-22
TopTier Wealth Management, LLC
DECREASED
Shares4,015 from 4,185
Change-170 (-4%)
Value$427.5K (+$48.3K)
Filed 2026-10-16
Matthew Goff Investment Advisor, LLC
UNCHANGED
Shares3,957 from 3,957
Change0 (0%)
Value$421.3K (+$62.8K)
Filed 2026-10-13
Kingsbury Capital Investment Advisors LLC
UNCHANGED
Shares3,945 from 3,945
Change0 (0%)
Value$420.1K (+$62.7K)
Filed 2026-10-20
Murphy & Mullick Capital Management Corp
INCREASED
Shares3,802 from 2,957
Change+845 (+29%)
Value$404.8K (+$136.9K)
Filed 2026-11-02
Indivisible Partners
INCREASED
Shares3,733 from 3,122
Change+611 (+20%)
Value$397.5K (+$114.6K)
Filed 2026-10-26
AFG Fiduciary Services Limited Partnership
NEW
Shares3,659
Change+3,659
Value$406.1K
Filed 2026-10-21
Tempus Wealth Planning, LLC
INCREASED
Shares3,597 from 3,466
Change+131 (+4%)
Value$383.0K (+$69.0K)
Filed 2026-10-14
Soltis Investment Advisors LLC
DECREASED
Shares3,562 from 3,565
Change-3 (0%)
Value$379.3K (+$56.3K)
Filed 2026-10-28
Auour Investments LLC
INCREASED
Shares3,518 from 3,510
Change+8 (+0%)
Value$374.6K (+$56.6K)
Filed 2026-10-28
Cache Advisors, LLC
UNCHANGED
Shares3,490 from 3,490
Change0 (0%)
Value$368.0K (+$51.8K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
DECREASED
Shares3,483 from 3,923
Change-440 (-11%)
Value$370.9K (+$15.4K)
Filed 2026-10-08
Millennium Capital Advisors, LLC
UNCHANGED
Shares3,479 from 3,479
Change0 (0%)
Value$370.5K (+$55.3K)
Filed 2026-10-16
Sherman Wealth Management LLC
DECREASED
Shares3,403 from 3,858
Change-455 (-12%)
Value$362.3K (+$12.8K)
Filed 2026-10-16
Dupree Financial Group, LLC
DECREASED
Shares3,341 from 3,381
Change-40 (-1%)
Value$355.8K (+$49.4K)
Filed 2026-10-09
Meadowbrook Wealth Management, LLC
DECREASED
Shares3,330 from 4,105
Change-775 (-19%)
Value$354.6K (-$28.6K)
Filed 2026-10-08
Essex Bank
UNCHANGED
Shares3,297 from 3,297
Change0 (0%)
Value$351.1K (+$52.4K)
Filed 2026-10-16
Global View Capital Management LLC
NEW
Shares3,270
Change+3,270
Value$348.2K
Filed 2026-10-28
Ridgewood Investments LLC
NEW
Shares3,247
Change+3,247
Value$345.7K
Filed 2026-10-05
Smith Shellnut Wilson LLC
NEW
Shares3,235
Change+3,235
Value$344.5K
Filed 2026-10-21
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares3,201 from 3,201
Change0 (0%)
Value$340.8K (+$50.8K)
Filed 2026-10-22
Cane Capital Partners, LLC
DECREASED
Shares3,098 from 3,120
Change-22 (-1%)
Value$329.9K (+$47.2K)
Filed 2026-10-23
Sonata Capital Group Inc
UNCHANGED
Shares3,090 from 3,090
Change0 (0%)
Value$329.0K (+$49.1K)
Filed 2026-10-19
Balboa Wealth Partners
UNCHANGED
Shares3,089 from 3,089
Change0 (0%)
Value$328.9K (+$49.1K)
Filed 2026-10-20
Modera Wealth Management, LLC
DECREASED
Shares3,082 from 3,258
Change-176 (-5%)
Value$328.2K (+$33.0K)
Filed 2026-10-28
Clear Trail Advisors, LLC
UNCHANGED
Shares3,050 from 3,050
Change0 (0%)
Value$324.8K (+$48.4K)
Filed 2026-10-20
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares3,032 from 3,032
Change0 (0%)
Value$322.8K (+$48.1K)
Filed 2026-10-13
Whitcomb & Hess, Inc.
INCREASED
Shares3,028 from 2,775
Change+253 (+9%)
Value$322.4K (+$71.0K)
Filed 2026-10-07
Ellis Investment Partners, LLC
DECREASED
Shares2,990 from 3,375
Change-385 (-11%)
Value$318.4K (+$12.6K)
Filed 2026-10-21
Purus Wealth Management, LLC
INCREASED
Shares2,951 from 2,911
Change+40 (+1%)
Value$314.2K (+$50.5K)
Filed 2026-10-15
Redhawk Wealth Advisors, Inc.
INCREASED
Shares2,940 from 2,623
Change+317 (+12%)
Value$313.1K (+$75.4K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
DECREASED
Shares2,939 from 4,397
Change-1,458 (-33%)
Value$313.0K (-$85.4K)
Filed 2026-10-13
True Private Wealth Advisors
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$312.0K (+$46.5K)
Filed 2026-10-19
Trek Financial, LLC
DECREASED
Shares2,923 from 33,861
Change-30,938 (-91%)
Value$311.2K (-$2.8M)
Filed 2026-10-29
KBC Group NV
INCREASED
Shares2,799 from 1,911
Change+888 (+46%)
Value$298 (-$172.7K)
Filed 2026-10-22
Clark Asset Management, LLC
UNCHANGED
Shares2,795 from 2,795
Change0 (0%)
Value$297.6K (+$44.4K)
Filed 2026-10-19
Lanark Financial, Inc.
DECREASED
Shares2,776 from 3,032
Change-256 (-8%)
Value$295.6K (+$20.9K)
Filed 2026-10-26
Regatta Capital Group, LLC
DECREASED
Shares2,776 from 2,821
Change-45 (-2%)
Value$295.6K (+$40.0K)
Filed 2026-10-23
Garde Capital, Inc.
UNCHANGED
Shares2,732 from 2,732
Change0 (0%)
Value$290.9K (+$43.4K)
Filed 2026-10-29
Traphagen Investment Advisors LLC
DECREASED
Shares2,719 from 2,759
Change-40 (-1%)
Value$289.5K (+$39.5K)
Filed 2026-10-14
Courier Capital LLC
DECREASED
Shares2,716 from 44,480
Change-41,764 (-94%)
Value$289.2K (-$3.7M)
Filed 2026-10-19
Global Assets Advisory, LLC
UNCHANGED
Shares2,689 from 2,689
Change0 (0%)
Value$294.5K (+$41.5K)
Filed 2026-10-28
PVG Asset Management Corp
DECREASED
Shares2,608 from 3,265
Change-657 (-20%)
Value$277.7K (-$18.1K)
Filed 2026-10-19
Merkkuri Wealth Advisors LLC
UNCHANGED
Shares2,607 from 2,607
Change0 (0%)
Value$277.6K (+$41.4K)
Filed 2026-11-03
Patten & Patten Inc
UNCHANGED
Shares2,602 from 2,602
Change0 (0%)
Value$277.1K (+$41.3K)
Filed 2026-10-26
Mather Group, Llc.
INCREASED
Shares2,573 from 2,293
Change+280 (+12%)
Value$274.0K (+$66.2K)
Filed 2026-10-14
Hanson & Doremus Investment Management
UNCHANGED
Shares2,540 from 2,540
Change0 (0%)
Value$270 (-$229.7K)
Filed 2026-10-16
E&G Advisors, LLC
INCREASED
Shares2,535 from 2,225
Change+310 (+14%)
Value$269.9K (+$68.3K)
Filed 2026-10-13
Arlington Capital Management Inc
DECREASED
Shares2,521 from 2,571
Change-50 (-2%)
Value$268.4K (+$35.5K)
Filed 2026-10-30
Brighton Jones LLC
NEW
Shares2,514
Change+2,514
Value$267.7K
Filed 2026-11-03
Transcendent Capital Group LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$266.2K (+$39.7K)
Filed 2026-10-28
Retirement Planning Co of New England, Inc.
INCREASED
Shares2,480 from 2,460
Change+20 (+1%)
Value$264.1K (+$41.2K)
Filed 2026-10-15
BIP Wealth, LLC
INCREASED
Shares2,477 from 2,269
Change+208 (+9%)
Value$263.7K (+$58.2K)
Filed 2026-10-22
Signaturefd, LLC
DECREASED
Shares2,472 from 3,378
Change-906 (-27%)
Value$263.3K (-$42.8K)
Filed 2026-10-23
Sovran Advisors, LLC
DECREASED
Shares2,425 from 3,008
Change-583 (-19%)
Value$261.8K (-$14.3K)
Filed 2026-11-02
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$252.9K (+$37.7K)
Filed 2026-10-16
APS Management Group, Inc.
DECREASED
Shares2,366 from 2,682
Change-316 (-12%)
Value$252.0K (+$8.9K)
Filed 2026-10-14
Breakwater Capital Group
DECREASED
Shares2,360 from 2,764
Change-404 (-15%)
Value$251.3K (+$875)
Filed 2026-10-09
North Forty Two & Co.
UNCHANGED
Shares2,335 from 2,335
Change0 (0%)
Value$248.6K (+$37.1K)
Filed 2026-10-19
Birch Hill Investment Advisors LLC
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$248.1K (+$37.0K)
Filed 2026-10-16
Seelaus Asset Management LLC
NEW
Shares2,303
Change+2,303
Value$245.2K
Filed 2026-10-14
Sweeney & Michel, LLC
DECREASED
Shares2,275 from 2,375
Change-100 (-4%)
Value$242.3K (-$1.6K)
Filed 2026-10-16
Americana Partners, LLC
UNCHANGED
Shares2,263 from 2,263
Change0 (0%)
Value$241.0K (+$35.9K)
Filed 2026-10-28
Riggs Asset Managment Co. Inc.
DECREASED
Shares2,251 from 2,294
Change-43 (-2%)
Value$239.7K (+$31.9K)
Filed 2026-11-05
Belvedere Trading LLC
DECREASED
Shares2,240 from 15,014
Change-12,774 (-85%)
Value$238.5K (-$1.1M)
Filed 2026-11-05
Founders Financial Securities LLC
DECREASED
Shares2,215 from 25,628
Change-23,413 (-91%)
Value$235.9K (-$2.1M)
Filed 2026-10-28
Citizens Financial Group Inc
DECREASED
Shares2,215 from 3,530
Change-1,315 (-37%)
Value$235.9K (-$84.0K)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
DECREASED
Shares2,210 from 2,358
Change-148 (-6%)
Value$235.3K (+$21.7K)
Filed 2026-10-26
Confluence Wealth Services, Inc.
NEW
Shares2,189
Change+2,189
Value$233.1K
Filed 2026-11-05
Sugar Maple Asset Management, LLC
NEW
Shares2,176
Change+2,176
Value$231.7K
Filed 2026-10-13
August Group Capital Ltd
NEW
Shares2,171
Change+2,171
Value$231.2K
Filed 2026-10-14
Team Financial Group, LLC
DECREASED
Shares2,161 from 2,337
Change-176 (-8%)
Value$230.1K (+$18.4K)
Filed 2026-10-30
Silverleafe Capital Partners, LLC
NEW
Shares2,144
Change+2,144
Value$228.3K
Filed 2026-10-02
McGuire Investment Group, LLC
NEW
Shares2,107
Change+2,107
Value$224.4K
Filed 2026-10-23
Busey Bank
NEW
Shares2,095
Change+2,095
Value$223.1K
Filed 2026-10-26
Keudell ison Wealth Management
DECREASED
Shares2,091 from 2,431
Change-340 (-14%)
Value$222.7K (+$2.4K)
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
NEW
Shares2,087
Change+2,087
Value$222.2K
Filed 2026-11-05
Howard Financial Services, Ltd.
DECREASED
Shares2,052 from 2,688
Change-636 (-24%)
Value$218.5K (-$25.0K)
Filed 2026-10-15
Simon Quick Advisors, LLC
NEW
Shares2,037
Change+2,037
Value$216.9K
Filed 2026-10-26
Verdence Capital Advisors LLC
NEW
Shares2,024
Change+2,024
Value$215.5K
Filed 2026-10-26
Altfest L J & Co Inc
NEW
Shares2,021
Change+2,021
Value$215.1K
Filed 2026-10-27
RFG Advisory, LLC
DECREASED
Shares2,015 from 4,536
Change-2,521 (-56%)
Value$214.6K (-$196.4K)
Filed 2026-11-03
LifeGoal Investments, LLC
NEW
Shares2,000
Change+2,000
Value$213.0K
Filed 2026-10-09
Beacon Financial Group
NEW
Shares1,989
Change+1,989
Value$211.8K
Filed 2026-10-19
Patriot Investment Management Group, Inc.
NEW
Shares1,980
Change+1,980
Value$210.8K
Filed 2026-10-15
Tennessee Valley Asset Management Partners
DECREASED
Shares1,968 from 2,308
Change-340 (-15%)
Value$209.6K (+$447)
Filed 2026-11-03
Allen Mooney & Barnes Investment Advisors LLC
NEW
Shares1,940
Change+1,940
Value$206.6K
Filed 2026-10-08
High Net Worth Advisory Group LLC
NEW
Shares1,928
Change+1,928
Value$205.3K
Filed 2026-10-26
Plan A Wealth LLC
NEW
Shares1,926
Change+1,926
Value$205.1K
Filed 2026-10-08
SeaCrest Wealth Management, LLC
NEW
Shares1,900
Change+1,900
Value$202.3K
Filed 2026-10-21
Ring Mountain Capital, LLC
NEW
Shares1,891
Change+1,891
Value$201.4K
Filed 2026-10-13
High Note Wealth, LLC
UNCHANGED
Shares1,885 from 1,885
Change0 (0%)
Value$200.7K (+$29.9K)
Filed 2026-10-27
Rossmore Private Capital
DECREASED
Shares1,884 from 1,918
Change-34 (-2%)
Value$200.6K (+$26.8K)
Filed 2026-10-27
Powell Investment Advisors, LLC
UNCHANGED
Shares1,714 from 1,714
Change0 (0%)
Value$182.5K (+$27.2K)
Filed 2026-10-22
Golden State Wealth Management, LLC
UNCHANGED
Shares1,485 from 1,485
Change0 (0%)
Value$158.1K (+$23.6K)
Filed 2026-11-02
TD Private Client Wealth LLC
UNCHANGED
Shares1,437 from 1,437
Change0 (0%)
Value$153.0K (+$22.8K)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares1,435
Change+1,435
Value$152.8K
Filed 2026-11-03
Global Trust Asset Management, LLC
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$150.1K (+$22.4K)
Filed 2026-10-19
Central Trust Co
INCREASED
Shares1,266 from 592
Change+674 (+114%)
Value$134.8K (+$81.2K)
Filed 2026-11-05
Comprehensive Financial Planning, Inc.
INCREASED
Shares1,238 from 1,216
Change+22 (+2%)
Value$131.9K (+$21.7K)
Filed 2026-10-27
Evolution Wealth Management Inc.
INCREASED
Shares1,200 from 605
Change+595 (+98%)
Value$127.8K (+$73.0K)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares1,144 from 1,112
Change+32 (+3%)
Value$121.8K (+$21.1K)
Filed 2026-10-08
Mountain Hill Investment Partners Corp.
DECREASED
Shares1,110 from 90,210
Change-89,100 (-99%)
Value$118.2K (-$8.1M)
Filed 2026-10-23
Harbor Capital Advisors, Inc.
DECREASED
Shares1,094 from 1,858
Change-764 (-41%)
Value$116 (-$167.9K)
Filed 2026-10-22
Harbor Asset Planning, Inc.
UNCHANGED
Shares1,077 from 1,077
Change0 (0%)
Value$114.7K (+$17.1K)
Filed 2026-10-23
Align Financial, LLC
UNCHANGED
Shares974 from 974
Change0 (0%)
Value$103.7K (+$15.5K)
Filed 2026-10-16
POM Investment Strategies, LLC
NEW
Shares914
Change+914
Value$97.3K
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$96.4K (+$14.4K)
Filed 2026-11-04
Winthrop Capital Management, LLC
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$94.2K (+$14.2K)
Filed 2026-11-05
TFC Financial Management, Inc.
DECREASED
Shares871 from 929
Change-58 (-6%)
Value$92.7K (+$8.6K)
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares860 from 5,920
Change-5,060 (-85%)
Value$91.6K (-$444.8K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares813
Change+813
Value$86.6K
Filed 2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
INCREASED
Shares785 from 225
Change+560 (+249%)
Value$83.6K (+$63.2K)
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares765
Change+765
Value$81.5K
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$79.9K (+$11.9K)
Filed 2026-10-27
WestEnd Advisors, LLC
INCREASED
Shares727 from 117
Change+610 (+521%)
Value$77.4K (+$66.8K)
Filed 2026-10-27
Activest Wealth Management
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$70.7K (+$10.5K)
Filed 2026-10-15
Westside Investment Management, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$64.1K (+$9.7K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares583 from 552
Change+31 (+6%)
Value$62.1K (+$12.1K)
Filed 2026-10-07
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares569 from 696
Change-127 (-18%)
Value$60.6K (-$2.5K)
Filed 2026-10-05
Chung Wu Investment Group, LLC
INCREASED
Shares550 from 300
Change+250 (+83%)
Value$58.6K (+$31.4K)
Filed 2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$57.5K (+$8.6K)
Filed 2026-10-22
Investors Research Corp
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$55.9K (+$8.3K)
Filed 2026-10-07
Key FInancial Inc
DECREASED
Shares510 from 610
Change-100 (-16%)
Value$54.3K (-$961)
Filed 2026-11-02
Fortitude Family Office, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$53.2K (+$7.9K)
Filed 2026-10-14
Finley Financial, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$54.1K (+$8.8K)
Filed 2026-10-28
Manchester Capital Management LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$52.6K (+$7.3K)
Filed 2026-10-22
Trust Co of Vermont
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$52.7K (+$7.9K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
DECREASED
Shares476 from 479
Change-3 (-1%)
Value$50.7K (+$7.4K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
INCREASED
Shares463 from 432
Change+31 (+7%)
Value$49.3K (+$10.2K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$46.9K (+$7.0K)
Filed 2026-11-03
Barrett & Company, Inc.
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$45.6K (+$6.8K)
Filed 2026-10-22
CX Institutional
INCREASED
Shares425 from 350
Change+75 (+21%)
Value$45 (+$13)
Filed 2026-10-02
Compass Financial Management LLC
INCREASED
Shares422 from 326
Change+96 (+29%)
Value$44.9K (+$13.1K)
Filed 2026-10-30
Fairscale Capital, LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$43.8K (+$5.8K)
Filed 2026-11-04
Biltmore Family Office, LLC
DECREASED
Shares350 from 644
Change-294 (-46%)
Value$37.3K (-$21.1K)
Filed 2026-11-03
Mosley Wealth Management
DECREASED
Shares337 from 1,391
Change-1,054 (-76%)
Value$36.9K (-$89.1K)
Filed 2026-10-16
Ashton Thomas Securities, LLC
NEW
Shares336
Change+336
Value$35.8K
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares334 from 186
Change+148 (+80%)
Value$35.6K (+$18.7K)
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares321
Change+321
Value$34.2K
Filed 2026-10-27
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$33.5K (+$5.0K)
Filed 2026-10-16
Downshift Financial, LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$33.0K (+$4.9K)
Filed 2026-10-13
Bank of New Hampshire
NEW
Shares305
Change+305
Value$32.5K
Filed 2026-10-06
Archer Investment Corp
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$30.9K (+$4.6K)
Filed 2026-11-05
Pflug Koory, LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$28.2K (+$4.2K)
Filed 2026-10-26
Godsey & Gibb, Inc
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$27.7K (+$4.1K)
Filed 2026-10-14
Montag A & Associates Inc
DECREASED
Shares258 from 558
Change-300 (-54%)
Value$27.5K (-$23.1K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$24.7K (+$3.7K)
Filed 2026-11-04
Arlington Trust Co LLC
UNCHANGED
Shares204 from 204
Change0 (0%)
Value$21.7K (+$3.2K)
Filed 2026-10-20
Markowski Investments
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$21.3K (+$3.2K)
Filed 2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$21.3K (+$3.2K)
Filed 2026-10-05
Gamma Investing LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$20.8K (+$3.1K)
Filed 2026-10-08
Madden Securities Corp
NEW
Shares190
Change+190
Value$20.2K
Filed 2026-10-27
Byrne Asset Management LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$20.6K (+$3.4K)
Filed 2026-10-06
Reicon Wealth Advisors, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$19.2K (+$2.9K)
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$18.1K (+$2.7K)
Filed 2026-11-03
SJS Investment Consulting Inc.
NEW
Shares150
Change+150
Value$16.0K
Filed 2026-10-26
Strengthening Families & Communities, LLC
DECREASED
Shares140 from 345
Change-205 (-59%)
Value$14.9K (-$16.4K)
Filed 2026-10-21
Putney Financial Group LLC
NEW
Shares125
Change+125
Value$13.3K
Filed 2026-10-30
IMG Wealth Management, Inc.
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$12.3K (+$1.8K)
Filed 2026-10-27
Lodestone Wealth Management LLC
NEW
Shares102
Change+102
Value$10.9K
Filed 2026-10-14
Berbice Capital Management LLC
NEW
Shares100
Change+100
Value$10.6K
Filed 2026-10-13
GK Wealth Management LLC
NEW
Shares100
Change+100
Value$10.7K
Filed 2026-10-09
Nemes Rush Group LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$10.2K (+$1.5K)
Filed 2026-11-04
Vision Financial Markets LLC
DECREASED
Shares92 from 152
Change-60 (-39%)
Value$9.9K (-$4.2K)
Filed 2026-10-22
Kingdom Financial Group Llc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$8.0K (+$1.2K)
Filed 2026-11-04
Asset Dedication, LLC
INCREASED
Shares71 from 50
Change+21 (+42%)
Value$7.6K (+$3.0K)
Filed 2026-11-03
Duncker Streett & Co Inc
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$7.5K (+$1.1K)
Filed 2026-10-27
EPG Wealth Management LLC
DECREASED
Shares66 from 67
Change-1 (-1%)
Value$7.0K (+$958)
Filed 2026-11-03
Central Pacific Bank - Trust Division
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$7.0K (+$1.0K)
Filed 2026-10-06
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$6.9K (+$1.0K)
Filed 2026-10-20
Register Financial Advisors LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$6.4K (+$953)
Filed 2026-10-23
Blue Trust, Inc.
NEW
Shares52
Change+52
Value$5.5K
Filed 2026-10-15
Torren Management, LLC
NEW
Shares50
Change+50
Value$5.3K
Filed 2026-10-29
Legacies Wealth LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.3K (+$794)
Filed 2026-11-02
Blume Capital Management, Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$3.7K (+$556)
Filed 2026-10-26
Concord Wealth Partners
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.2K (+$477)
Filed 2026-11-02
DB Fitzpatrick & Co, Inc
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.2K (+$333)
Filed 2026-10-19
Birch Financial Group, LLC
NEW
Shares20
Change+20
Value$2.1K
Filed 2026-10-27
Advanced Asset Management Advisors Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.1K (+$318)
Filed 2026-10-20
Wolff Wiese Magana LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.1K (+$318)
Filed 2026-10-15
Angeles Wealth Management, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.7K (+$254)
Filed 2026-10-26
Laurel Wealth Advisors LLC
NEW
Shares15
Change+15
Value$1.6K
Filed 2026-10-27
Syntax Research, Inc.
DECREASED
Shares15 from 165
Change-150 (-91%)
Value$1.6K (-$13.4K)
Filed 2026-11-04
Armstrong Advisory Group, Inc
NEW
Shares13
Change+13
Value$1.4K
Filed 2026-10-09
Go Invest LLC
DECREASED
Shares12 from 14
Change-2 (-14%)
Value$1.3K (+$76)
Filed 2026-10-09
Brown, Lisle Ings, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.3K (+$191)
Filed 2026-10-16
Tsfg, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1 ($0)
Filed 2026-10-23
Olistico Wealth, LLC
NEW
Shares11
Change+11
Value$1.2K
Filed 2026-10-05
Elevated Capital Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.1K (+$159)
Filed 2026-11-04
Cullen T Bankers, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$958 (+$143)
Filed 2026-10-28
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$852 (+$127)
Filed 2026-10-20
Legacy Bridge, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$852 (+$127)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$852 (+$127)
Filed 2026-11-05
DT Investment Partners, LLC
NEW
Shares6
Change+6
Value$639
Filed 2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares1
Change+1
Value$100
Filed 2026-10-14
Elevate Wealth Advisory, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$106 (+$15)
Filed 2026-10-29
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$235.7K
Filed 2026-10-29
Alternative Investment Advisors, Llc.
CLOSED
Shares0 from 53,046
Change-53,046 (-100%)
Value$0 (-$4.8M)
Filed 2026-11-03
San Luis Wealth Advisors LLC
CLOSED
Shares0 from 52,484
Change-52,484 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-27
Bank Pictet & Cie (Europe) AG
CLOSED
Shares0 from 39,341
Change-39,341 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-20
Verus Capital Partners, LLC
CLOSED
Shares0 from 38,659
Change-38,659 (-100%)
Value$0 (-$3.5M)
Filed 2026-11-03
RIA Advisory Group LLC
CLOSED
Shares0 from 37,590
Change-37,590 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-15
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 27,427
Change-27,427 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-16
Floyd Financial Group LLC
CLOSED
Shares0 from 25,774
Change-25,774 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-28
Keystone Wealth Services, LLC
CLOSED
Shares0 from 23,225
Change-23,225 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-03
Capstone Capital Management Ltd
CLOSED
Shares0 from 22,200
Change-22,200 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-21
Banta Asset Management LP
CLOSED
Shares0 from 21,320
Change-21,320 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-02
FDx Advisors, Inc.
CLOSED
Shares0 from 20,458
Change-20,458 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-05
Wesbanco Bank Inc
CLOSED
Shares0 from 16,775
Change-16,775 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-04
First Heartland Consultants, Inc.
CLOSED
Shares0 from 15,862
Change-15,862 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-08
Global Financial Private Client, LLC
CLOSED
Shares0 from 14,420
Change-14,420 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-15
OAK Family Advisors, LLC
CLOSED
Shares0 from 12,576
Change-12,576 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-19
Mariner Investment Group LLC
CLOSED
Shares0 from 12,500
Change-12,500 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-04
United Asset Strategies, Inc.
CLOSED
Shares0 from 9,347
Change-9,347 (-100%)
Value$0 (-$846.8K)
Filed 2026-10-28
Silphium Asset Management Ltd
CLOSED
Shares0 from 6,900
Change-6,900 (-100%)
Value$0 (-$625.1K)
Filed 2026-10-27
Cannon Global Investment Management, LLC
CLOSED
Shares0 from 6,200
Change-6,200 (-100%)
Value$0 (-$561.7K)
Filed 2026-10-20
SFM, LLC d/b/a Sweeney Financial Advisors
CLOSED
Shares0 from 4,206
Change-4,206 (-100%)
Value$0 (-$381.1K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 3,856
Change-3,856 (-100%)
Value$0 (-$349.4K)
Filed 2026-10-28
Andina Capital Management, LLC
CLOSED
Shares0 from 3,582
Change-3,582 (-100%)
Value$0 (-$324.5K)
Filed 2026-10-21
Wealth Forward, LLC
CLOSED
Shares0 from 3,422
Change-3,422 (-100%)
Value$0 (-$310.0K)
Filed 2026-10-14
RPG Investment Advisory, LLC
CLOSED
Shares0 from 2,718
Change-2,718 (-100%)
Value$0 (-$246.3K)
Filed 2026-10-21
South Shore Capital Advisors
CLOSED
Shares0 from 2,411
Change-2,411 (-100%)
Value$0 (-$218.5K)
Filed 2026-10-20
Hofer & Associates. Inc
CLOSED
Shares0 from 2,363
Change-2,363 (-100%)
Value$0 (-$214.1K)
Filed 2026-10-13
Mullaney, Keating & Wright, Inc.
CLOSED
Shares0 from 1,680
Change-1,680 (-100%)
Value$0 (-$274.8K)
Filed 2026-10-19
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,605
Change-1,605 (-100%)
Value$0 (-$145.4K)
Filed 2026-10-29
St. Johns Investment Management Company, LLC
CLOSED
Shares0 from 1,580
Change-1,580 (-100%)
Value$0 (-$143.1K)
Filed 2026-10-30
Vestor Capital, LLC
CLOSED
Shares0 from 1,498
Change-1,498 (-100%)
Value$0 (-$421)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,234
Change-1,234 (-100%)
Value$0 (-$111.8K)
Filed 2026-10-15
Mondrian Investment Partners LTD
CLOSED
Shares0 from 826
Change-826 (-100%)
Value$0 (-$74.8K)
Filed 2026-10-23
Canoe Financial LP
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$285.0K)
Filed 2026-10-21
Paladin Partners, LLC
CLOSED
Shares0 from 383
Change-383 (-100%)
Value$0 (-$34.7K)
Filed 2026-10-06
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$18.1K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$14.5K)
Filed 2026-10-28
SYM Financial Corp
CLOSED
Shares0 from 133
Change-133 (-100%)
Value$0 (-$12.1K)
Filed 2026-10-26
Coastline Trust Co
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-01
Flagship Wealth Advisors, LLC
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$10.4K)
Filed 2026-11-03
Founders Capital Management
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$9.1K)
Filed 2026-10-13
Oakworth Capital, Inc.
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-26
Tucker Asset Management LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-29
Blueline Advisors LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$12.6K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-16
Key Capital Management, Inc
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.8K)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$908)
Filed 2026-10-15
Atwood & Palmer Inc
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$363)
Filed 2026-10-08
Varma Mutual Pension Insurance Co
N/A
Shares— from 15,248,262
Change-15,248,262 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 12,146,132
Change-12,146,132 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 11,502,061
Change-11,502,061 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,626,317
Change-9,626,317 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,274,243
Change-8,274,243 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 4,979,780
Change-4,979,780 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,853,294
Change-2,853,294 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,766,243
Change-2,766,243 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,621,390
Change-2,621,390 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,489,303
Change-2,489,303 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 1,894,901
Change-1,894,901 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,750,918
Change-1,750,918 (-100%)
Value—
Laura & John Arnold Foundation
N/A
Shares— from 1,479,875
Change-1,479,875 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 1,461,587
Change-1,461,587 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 1,349,322
Change-1,349,322 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 1,329,000
Change-1,329,000 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 1,324,838
Change-1,324,838 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 1,314,160
Change-1,314,160 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,308,542
Change-1,308,542 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,277,739
Change-1,277,739 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1,151,410
Change-1,151,410 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 970,443
Change-970,443 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 738,983
Change-738,983 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 710,014
Change-710,014 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 697,176
Change-697,176 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 680,093
Change-680,093 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 634,202
Change-634,202 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 633,902
Change-633,902 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 592,748
Change-592,748 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 552,079
Change-552,079 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 544,355
Change-544,355 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 413,766
Change-413,766 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 413,334
Change-413,334 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 355,940
Change-355,940 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 344,598
Change-344,598 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 339,613
Change-339,613 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 329,345
Change-329,345 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 303,372
Change-303,372 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 297,700
Change-297,700 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 288,043
Change-288,043 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 261,112
Change-261,112 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 256,956
Change-256,956 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 238,466
Change-238,466 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 234,549
Change-234,549 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 211,582
Change-211,582 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 207,653
Change-207,653 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 207,265
Change-207,265 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 205,516
Change-205,516 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 203,059
Change-203,059 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 192,847
Change-192,847 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 177,524
Change-177,524 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 174,983
Change-174,983 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 171,735
Change-171,735 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 151,950
Change-151,950 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 150,394
Change-150,394 (-100%)
Value—
Maniro Ltd
N/A
Shares— from 148,875
Change-148,875 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 146,889
Change-146,889 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 146,871
Change-146,871 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 144,697
Change-144,697 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 142,556
Change-142,556 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 141,345
Change-141,345 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 139,063
Change-139,063 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 135,843
Change-135,843 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 135,265
Change-135,265 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 133,682
Change-133,682 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 128,711
Change-128,711 (-100%)
Value—
Blair William & Co
N/A
Shares— from 118,279
Change-118,279 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 116,678
Change-116,678 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 115,891
Change-115,891 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 109,026
Change-109,026 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 108,332
Change-108,332 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 106,705
Change-106,705 (-100%)
Value—
Deeter Investments LLP
N/A
Shares— from 106,500
Change-106,500 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 106,071
Change-106,071 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 105,700
Change-105,700 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 102,230
Change-102,230 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 99,428
Change-99,428 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 95,903
Change-95,903 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 85,113
Change-85,113 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 82,327
Change-82,327 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 81,548
Change-81,548 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 77,672
Change-77,672 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 76,921
Change-76,921 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 76,747
Change-76,747 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 76,612
Change-76,612 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 74,388
Change-74,388 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 73,948
Change-73,948 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 72,401
Change-72,401 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 70,222
Change-70,222 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 68,950
Change-68,950 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 68,582
Change-68,582 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 66,872
Change-66,872 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 66,490
Change-66,490 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 65,660
Change-65,660 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 63,384
Change-63,384 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 62,000
Change-62,000 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 61,715
Change-61,715 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 57,430
Change-57,430 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 55,033
Change-55,033 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 54,915
Change-54,915 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 53,495
Change-53,495 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 53,277
Change-53,277 (-100%)
Value—
Stephens Inc
N/A
Shares— from 52,930
Change-52,930 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 52,432
Change-52,432 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 51,002
Change-51,002 (-100%)
Value—
Littlejohn Financial Services, Inc.
N/A
Shares— from 50,966
Change-50,966 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 50,522
Change-50,522 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Myda Advisors LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 48,072
Change-48,072 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 44,850
Change-44,850 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 44,699
Change-44,699 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 44,683
Change-44,683 (-100%)
Value—
FMR LLC
N/A
Shares— from 44,672
Change-44,672 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 44,306
Change-44,306 (-100%)
Value—
Alpine Global Management, LLC
N/A
Shares— from 43,974
Change-43,974 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 42,826
Change-42,826 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 41,563
Change-41,563 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 39,888
Change-39,888 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 39,582
Change-39,582 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 39,568
Change-39,568 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 36,212
Change-36,212 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 35,518
Change-35,518 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 35,334
Change-35,334 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 34,050
Change-34,050 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 34,016
Change-34,016 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 33,811
Change-33,811 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 33,753
Change-33,753 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 33,472
Change-33,472 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 33,060
Change-33,060 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 32,601
Change-32,601 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 32,226
Change-32,226 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 32,027
Change-32,027 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 31,214
Change-31,214 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 30,900
Change-30,900 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 29,777
Change-29,777 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 29,735
Change-29,735 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 29,606
Change-29,606 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 29,498
Change-29,498 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 29,123
Change-29,123 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 28,764
Change-28,764 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 28,470
Change-28,470 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 26,249
Change-26,249 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 26,203
Change-26,203 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 25,589
Change-25,589 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 25,269
Change-25,269 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 25,171
Change-25,171 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 24,762
Change-24,762 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 24,642
Change-24,642 (-100%)
Value—
Curio Wealth, LLC
N/A
Shares— from 24,011
Change-24,011 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 23,516
Change-23,516 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 23,468
Change-23,468 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 23,140
Change-23,140 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 22,692
Change-22,692 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 22,081
Change-22,081 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 22,003
Change-22,003 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 21,927
Change-21,927 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 20,737
Change-20,737 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 20,702
Change-20,702 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 20,392
Change-20,392 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 20,085
Change-20,085 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 19,900
Change-19,900 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 19,897
Change-19,897 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 19,800
Change-19,800 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 18,962
Change-18,962 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 18,648
Change-18,648 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 18,561
Change-18,561 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 17,780
Change-17,780 (-100%)
Value—
&partners
N/A
Shares— from 17,760
Change-17,760 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 17,439
Change-17,439 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 17,156
Change-17,156 (-100%)
Value—
Main Management LLC
N/A
Shares— from 16,202
Change-16,202 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 15,950
Change-15,950 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 15,914
Change-15,914 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 15,908
Change-15,908 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 15,753
Change-15,753 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 15,707
Change-15,707 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 15,521
Change-15,521 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 15,513
Change-15,513 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 15,055
Change-15,055 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 14,824
Change-14,824 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 14,418
Change-14,418 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 14,305
Change-14,305 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 14,302
Change-14,302 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,138
Change-14,138 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 14,080
Change-14,080 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 14,010
Change-14,010 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 13,395
Change-13,395 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 13,365
Change-13,365 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 13,283
Change-13,283 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,224
Change-13,224 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 13,159
Change-13,159 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 13,109
Change-13,109 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 13,090
Change-13,090 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 12,470
Change-12,470 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,240
Change-12,240 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 12,049
Change-12,049 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 11,777
Change-11,777 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 11,655
Change-11,655 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 11,635
Change-11,635 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 11,440
Change-11,440 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 11,427
Change-11,427 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 11,393
Change-11,393 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 11,387
Change-11,387 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 11,161
Change-11,161 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 11,062
Change-11,062 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 11,036
Change-11,036 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 10,881
Change-10,881 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 10,859
Change-10,859 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 10,790
Change-10,790 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 10,751
Change-10,751 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 10,362
Change-10,362 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 10,355
Change-10,355 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 10,342
Change-10,342 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 10,275
Change-10,275 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 10,225
Change-10,225 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 10,205
Change-10,205 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,166
Change-10,166 (-100%)
Value—
III Capital Management
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 9,821
Change-9,821 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 9,745
Change-9,745 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 9,638
Change-9,638 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 9,510
Change-9,510 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 9,322
Change-9,322 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 9,321
Change-9,321 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 9,306
Change-9,306 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 9,300
Change-9,300 (-100%)
Value—
EFG International AG
N/A
Shares— from 8,960
Change-8,960 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 8,862
Change-8,862 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,716
Change-8,716 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 8,568
Change-8,568 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 8,245
Change-8,245 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 8,169
Change-8,169 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 8,028
Change-8,028 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 7,911
Change-7,911 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 7,791
Change-7,791 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,562
Change-7,562 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,474
Change-7,474 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 7,424
Change-7,424 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 7,415
Change-7,415 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 7,260
Change-7,260 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 7,060
Change-7,060 (-100%)
Value—
STG Securities, LLC
N/A
Shares— from 7,020
Change-7,020 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 6,717
Change-6,717 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 6,711
Change-6,711 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 6,696
Change-6,696 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 6,639
Change-6,639 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 6,546
Change-6,546 (-100%)
Value—
Commerce Bank
N/A
Shares— from 6,533
Change-6,533 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 6,522
Change-6,522 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 6,444
Change-6,444 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 6,425
Change-6,425 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 6,424
Change-6,424 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 6,315
Change-6,315 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 6,279
Change-6,279 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 6,271
Change-6,271 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 6,108
Change-6,108 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,031
Change-6,031 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 6,024
Change-6,024 (-100%)
Value—
Quarry LP
N/A
Shares— from 5,935
Change-5,935 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 5,840
Change-5,840 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 5,751
Change-5,751 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 5,737
Change-5,737 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,695
Change-5,695 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 5,646
Change-5,646 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 5,621
Change-5,621 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,603
Change-5,603 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 5,525
Change-5,525 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 5,439
Change-5,439 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 5,343
Change-5,343 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 5,267
Change-5,267 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 5,254
Change-5,254 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 5,130
Change-5,130 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 5,109
Change-5,109 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 5,090
Change-5,090 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 4,890
Change-4,890 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 4,735
Change-4,735 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 4,690
Change-4,690 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,583
Change-4,583 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 4,548
Change-4,548 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 4,515
Change-4,515 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 4,430
Change-4,430 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
Applied Fundamental Research, LLC
N/A
Shares— from 4,294
Change-4,294 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,271
Change-4,271 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 4,248
Change-4,248 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 4,205
Change-4,205 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 4,070
Change-4,070 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 4,002
Change-4,002 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 3,945
Change-3,945 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 3,908
Change-3,908 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 3,906
Change-3,906 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 3,846
Change-3,846 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 3,771
Change-3,771 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 3,746
Change-3,746 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 3,619
Change-3,619 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 3,608
Change-3,608 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,592
Change-3,592 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 3,527
Change-3,527 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 3,486
Change-3,486 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 3,315
Change-3,315 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 3,268
Change-3,268 (-100%)
Value—
Nwam LLC
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 3,135
Change-3,135 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,128
Change-3,128 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 3,002
Change-3,002 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,975
Change-2,975 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,959
Change-2,959 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 2,915
Change-2,915 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 2,910
Change-2,910 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,898
Change-2,898 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 2,880
Change-2,880 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 2,825
Change-2,825 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 2,815
Change-2,815 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 2,724
Change-2,724 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 2,649
Change-2,649 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 2,645
Change-2,645 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,638
Change-2,638 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,505
Change-2,505 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 2,443
Change-2,443 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,354
Change-2,354 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
John A. Wolfe & Associates, Inc.
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,251
Change-2,251 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Centrica Wealth Management, LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,853
Change-1,853 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,611
Change-1,611 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,277
Change-1,277 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,162
Change-1,162 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,155
Change-1,155 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,141
Change-1,141 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 1,020
Change-1,020 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 995
Change-995 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 993
Change-993 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 850
Change-850 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 744
Change-744 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 655
Change-655 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 605
Change-605 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 579
Change-579 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 562
Change-562 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 507
Change-507 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 480
Change-480 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 450
Change-450 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 450
Change-450 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 425
Change-425 (-100%)
Value—
Longitude (Cayman) Ltd.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 370
Change-370 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 335
Change-335 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 320
Change-320 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 281
Change-281 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 280
Change-280 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 236
Change-236 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 195
Change-195 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 149
Change-149 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 145
Change-145 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 110
Change-110 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 93
Change-93 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Rogco, LP
N/A
Shares— from 66
Change-66 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 56
Change-56 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 50
Change-50 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 35
Change-35 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 28
Change-28 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Berkshire Capital Holdings Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Citigroup Inc
DECREASED6,964,5139,206,194-2,241,681-24%$834.1M$741.6M-$92.5M2026-11-04
Meitav Investment House LTD
DECREASED659,7671,724,569-1,064,802-62%$156.2M$70.3M-$86.0M2026-10-28
Ninety One UK Ltd
INCREASED476,982239,314+237,668+99%$21.7M$50.8M+$29.1M2026-10-15
SP Asset Management LLC
DECREASED440,166441,717-1,5510%$40.0M$46.9M+$6.8M2026-11-05
Ayalon Insurance Comp Ltd.
INCREASED388,765247,025+141,740+57%$22.4K$41.4K+$19.0K2026-10-08
Journey Advisory Group, LLC
INCREASED249,970246,014+3,956+2%$22.3M$26.6M+$4.3M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED221,072176,782+44,290+25%$16.0M$23.5K-$16.0M2026-11-02
Y.D. More Investments Ltd
INCREASED188,593178,220+10,373+6%$16.1M$20.1M+$3.9M2026-11-02
Assetmark, Inc
DECREASED175,721175,870-1490%$15.9M$18.7M+$2.8M2026-10-21
MinichMacGregor Wealth Management, LLC
INCREASED175,583154,494+21,089+14%$14.0M$18.7M+$4.7M2026-10-14
Ninety One SA (PTY) Ltd
INCREASED165,86580,849+85,016+105%$7.3M$17.7M+$10.4M2026-10-15
Commonwealth Equity Services, LLC
DECREASED159,138251,408-92,270-37%$22.8M$16.9M-$5.8M2026-11-02
Agur Provident & Training Funds Management LTD
DECREASED159,000200,900-41,900-21%$171.3K$169.3K-$2.0K2026-11-02
Focused Wealth Management, Inc
DECREASED152,814154,098-1,284-1%$14.0M$16.3M+$2.3M2026-10-30
Horizon Wealth Management, LLC
DECREASED148,847151,353-2,506-2%$13.7M$15.8M+$2.1M2026-11-02
Truist Financial Corp
INCREASED146,892142,305+4,587+3%$12.9M$15.6M+$2.7M2026-10-30
Diversify Advisory Services, LLC
DECREASED143,108254,501-111,393-44%$23.1M$15.7M-$7.5M2026-10-20
Diversify Wealth Management, LLC
DECREASED143,108254,501-111,393-44%$23.1M$15.7M-$7.5M2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED139,724126,630+13,094+10%$11.7M$15.3M+$3.6M2026-10-13
Prospera Financial Services Inc
DECREASED138,521153,241-14,720-10%$13.9M$14.4M+$562.4K2026-11-04
Principle Wealth Partners LLC
INCREASED125,539109,340+16,199+15%$9.9M$13.4M+$3.5M2026-11-02
Bank of New York Mellon Corp
INCREASED116,537110,231+6,306+6%$10.0M$12.4M+$2.4M2026-11-05
Noesis Capital Mangement Corp
DECREASED109,264133,491-24,227-18%$12.1M$11.6M-$459.9K2026-10-26
D.A. Davidson & Co.
INCREASED107,831105,771+2,060+2%$9.6M$11.5M+$1.9M2026-10-28
GGM Financial LLC
DECREASED107,407116,968-9,561-8%$10.6M$11.4M+$839.4K2026-11-05
Insight Wealth Strategies, LLC
NEW107,147—+107,147——$11.4M—2026-10-09
Gimbal Financial
NEW106,068—+106,068——$11.3M—2026-10-19
Joseph Group Capital Management
DECREASED103,917106,101-2,184-2%$9.6M$11.1M+$1.5M2026-11-04
Well Done, LLC
DECREASED100,564104,489-3,925-4%$9.5M$10.7M+$1.2M2026-10-20
Oppenheimer & Co Inc
INCREASED96,91486,047+10,867+13%$7.8M$10.3M+$2.5M2026-10-26
Grimes & Co Wealth Management, LLC
INCREASED94,04772,999+21,048+29%$6.6M$10.0M+$3.4M2026-10-29
Jessup Wealth Management, Inc
DECREASED90,98691,105-1190%$8.3M$9.7M+$1.4M2026-10-20
Kestra Advisory Services, LLC
INCREASED90,13289,977+155+0%$8.2M$9.6M+$1.4M2026-11-02
IFP Advisors, Inc
DECREASED88,734101,274-12,540-12%$9.2M$9.4M+$273.0K2026-10-16
CMH Wealth Management LLC
INCREASED88,28080,457+7,823+10%$7.3M$9.4M+$2.1M2026-10-22
Arvest Investments, Inc.
DECREASED87,13893,230-6,092-7%$8.4M$9.3M+$831.8K2026-10-21
Cadent Capital Advisors, LLC
INCREASED81,90726,316+55,591+211%$2.4M$8.7M+$6.3M2026-10-09
Park Avenue Securities LLC
INCREASED81,16869,737+11,431+16%$6.3M$8.6K-$6.3M2026-10-26
Thrivent Financial for Lutherans
INCREASED78,8002,300+76,500+3326%$208.0K$8.1M+$7.9M2026-11-05
Kwmg, LLC
INCREASED77,22874,181+3,047+4%$6.7M$8.2M+$1.5M2026-10-07
Aurora Investment Managers, Llc.
INCREASED76,76076,274+486+1%$6.9K$8.2K+$1.3K2026-10-15
Nfsg Corp
DECREASED68,24480,305-12,061-15%$7.3M$7.3M-$9.0K2026-10-15
Genesee Capital Advisors, LLC
DECREASED65,03266,660-1,628-2%$6.0M$6.9M+$885.2K2026-10-20
Jmac Enterprises LLC
INCREASED64,90564,310+595+1%$5.8M$6.9M+$1.1M2026-10-30
Harel Insurance Investments & Financial Services Ltd.
INCREASED61,93037,500+24,430+65%$3.7K$6.6K+$2.8K2026-11-02
GoalVest Advisory LLC
NEW60,650—+60,650——$1.6M—2026-10-02
Crestwood Advisors Group, LLC
DECREASED59,93864,378-4,440-7%$5.8M$6.4M+$549.6K2026-10-27
Sigma Planning Corp
DECREASED58,25559,617-1,362-2%$5.4M$6.2M+$801.7K2026-10-23
Titleist Asset Management, LLC
DECREASED55,71265,445-9,733-15%$5.9M$5.9M+$2.9K2026-10-08
Vontobel Holding Ltd.
INCREASED55,46347,768+7,695+16%$4.3M$5.9M+$1.6M2026-10-16
Connective Portfolio Management, LLC
NEW55,190—+55,190——$5.8M—2026-10-22
Monument Capital Management
NEW53,036—+53,036——$5.6M—2026-10-09
Vicus Capital
DECREASED52,04054,659-2,619-5%$5.0M$5.5M+$589.1K2026-11-05
GFS Advisors, LLC
DECREASED51,59052,175-585-1%$35.9K$5.5M+$5.5M2026-11-03
Chicago Partners Investment Group LLC
DECREASED50,88260,881-9,999-16%$5.3M$5.6M+$324.4K2026-10-27
Lido Advisors, LLC
DECREASED50,41695,443-45,027-47%$8.6M$5.4M-$3.3M2026-11-04
Left Brain Wealth Management, LLC
NEW50,076—+50,076——$5.3M—2026-10-28
VestGen Advisors, LLC
INCREASED49,97449,624+350+1%$4.5M$5.3M+$825.3K2026-10-27
Atria Investments, Inc
INCREASED47,50745,209+2,298+5%$4.1M$5.1M+$962.6K2026-10-15
Cottonwood Capital Advisors, LLC
DECREASED46,59147,225-634-1%$4.3M$5.0M+$682.4K2026-10-20
Triumph Capital Management
INCREASED45,78945,601+188+0%$4.1M$4.9M+$744.1K2026-10-14
Trilogy Capital Inc.
DECREASED44,40982,278-37,869-46%$7.5M$4.7M-$2.7M2026-10-20
Cordoba Advisory Partners LLC
INCREASED43,07040,941+2,129+5%$3.7M$4.6M+$874.6K2026-10-19
Herbst Group, LLC
DECREASED42,54247,630-5,088-11%$4.3M$4.5M+$214.6K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED42,34735,536+6,811+19%$3.2M$4.5M+$1.3M2026-10-30
Crown Wealth Group, LLC
NEW41,925—+41,925——$4.5M—2026-10-19
Apollon Wealth Management, LLC
INCREASED41,67936,862+4,817+13%$3.3M$4.4M+$1.1M2026-10-23
Sheets Smith Wealth Management
DECREASED40,88744,562-3,675-8%$4.0M$4.4M+$316.3K2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED40,45739,133+1,324+3%$3.5M$4.3M+$762.4K2026-11-03
Sharper & Granite LLC
INCREASED40,19534,617+5,578+16%$3.1M$3.2M+$81.3K2026-11-02
Creative Planning
DECREASED39,76243,207-3,445-8%$3.9M$4.2M+$319.3K2026-11-02
Sage Advisory Services, Ltd.Co.
DECREASED38,06842,238-4,170-10%$3.8M$4.1M+$226.0K2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
INCREASED37,11013,190+23,920+181%$1.2M$3.9M+$2.8M2026-10-29
Hudock, Inc.
INCREASED36,45836,216+242+1%$3.3M$3.9M+$600.9K2026-10-14
Guardian Partners Inc.
NEW36,000—+36,000——$3.8M—2026-10-21
Valley Wealth Managers, Inc.
INCREASED35,39323,378+12,015+51%$2.1M$3.8M+$1.7M2026-10-09
SFI Advisors, LLC
DECREASED35,09735,387-290-1%$3.2M$3.7M+$531.2K2026-10-30
Concurrent Investment Advisors, LLC
INCREASED34,75431,996+2,758+9%$2.9M$3.7M+$801.7K2026-10-16
Rockingstone Advisors LLC
INCREASED34,60434,578+26+0%$3.1M$3.7M+$551.9K2026-10-16
Wealthcare Advisory Partners LLC
INCREASED34,60029,375+5,225+18%$2.7M$3.7M+$1.0M2026-10-21
New Wave Wealth Advisors LLC
NEW34,368—+34,368——$3.8M—2026-10-19
Paragon Advisors, LLC
DECREASED32,77034,183-1,413-4%$3.1M$3.5M+$392.5K2026-11-03
Farther Finance Advisors, LLC
DECREASED32,55243,873-11,321-26%$4.0M$3.5M-$506.3K2026-10-08
Precedent Wealth Partners, LLC
DECREASED31,75832,343-585-2%$2.9M$3.4M+$451.3K2026-10-21
Dynamic Wealth Strategies, LLC
DECREASED30,91936,691-5,772-16%$3.3M$3.3M-$32.0K2026-10-16
Independent Financial Group, LLC
DECREASED30,56442,123-11,559-27%$3.8M$3.3M-$561.9K2026-10-13
CVS Health Corp
NEW30,000—+30,000——$3.2M—2026-11-05
Capstone Wealth Management Group, LLC
NEW29,879—+29,879——$3.4M—2026-11-05
Forte Asset Management LLC
INCREASED29,76529,646+119+0%$2.7M$3.2M+$483.5K2026-10-13
Spire Wealth Management
INCREASED28,93128,622+309+1%$2.6M$3.1M+$487.4K2026-10-30
Future Financial Wealth Managment LLC
DECREASED27,85028,553-703-2%$2.5M$3.0M+$478.5K2026-10-15
International Assets Investment Management, LLC
DECREASED27,27228,791-1,519-5%$2.7M$3.0M+$264.3K2026-11-02
Wespac Advisors, LLC
NEW26,868—+26,868——$2.9M—2026-10-26
NTV Asset Management LLC
INCREASED26,74126,462+279+1%$2.4M$2.8M+$449.9K2026-10-23
Guerra PAN Advisors, LLC
DECREASED26,67527,273-598-2%$2.5M$2.8M+$356.3K2026-10-26
Virtue Capital Management, LLC
NEW26,274—+26,274——$2.8M—2026-10-29
Leeward Financial Partners, LLC
NEW25,800—+25,800——$2.7M—2026-10-23
Signature Equity Partners, LLC
INCREASED25,72021,936+3,784+17%$2.0M$2.7M+$751.3K2026-10-29
TD Waterhouse Canada Inc.
DECREASED25,56336,780-11,217-30%$3.4M$2.8M-$598.5K2026-10-16
Davenport & Co LLC
INCREASED25,38917,696+7,693+43%$1.6M$2.7M+$1.1M2026-10-14
Creative Financial Designs Inc
INCREASED25,3042,036+23,268+1143%$184.5K$2.7M+$2.5M2026-11-04
US Bancorp \de\
DECREASED25,11326,314-1,201-5%$2.4M$2.7M+$289.9K2026-11-05
Capital Investment Advisors, LLC
INCREASED24,03821,329+2,709+13%$1.9M$2.6M+$627.1K2026-10-22
Jefferies Financial Group Inc.
DECREASED24,00040,971-16,971-41%$3.7M$2.6M-$1.2M2026-11-05
GC Wealth Management RIA, LLC
DECREASED23,87424,522-648-3%$2.2M$2.5M+$320.4K2026-11-02
Westwind Capital
DECREASED23,76426,215-2,451-9%$2.4K$2.5K+$1552026-10-08
HB Wealth Management, LLC
INCREASED23,53617,643+5,893+33%$1.6M$2.5M+$907.6K2026-10-23
Ebert Capital Management Inc.
DECREASED23,25324,694-1,441-6%$2.2M$2.5M+$238.7K2026-10-08
Wedbush Securities Inc
DECREASED22,67623,750-1,074-5%$2.2M$2.4K-$2.1M2026-10-22
Hanseatic Management Services Inc
NEW22,669—+22,669——$2.4M—2026-10-27
Fifth Third Bancorp
INCREASED22,53115,183+7,348+48%$1.4M$2.4M+$1.0M2026-11-05
Stone Summit Wealth LLC
DECREASED22,14423,019-875-4%$2.1M$2.4M+$272.4K2026-10-14
Primoris Wealth Advisors, LLC
NEW21,775—+21,775——$2.3M—2026-10-28
Hartford Financial Management Inc.
UNCHANGED21,31721,31700%$1.9M$2.3M+$338.5K2026-10-21
Midwest Financial Group LLC
INCREASED20,76020,110+650+3%$1.8M$2.2M+$388.6K2026-10-15
Argyle Capital Partners, LLC
DECREASED20,45426,576-6,122-23%$2.4M$2.2M-$229.9K2026-10-23
Wagner Wealth Management, Corp
NEW20,123—+20,123——$2.1M—2026-10-20
Brookstone Capital Management
INCREASED19,2267,935+11,291+142%$718.9K$2.0M+$1.3M2026-10-22
Sowell Financial Services LLC
INCREASED18,89218,754+138+1%$1.7M$2.0M+$312.5K2026-10-23
Outlook Wealth Advisors, LLC
INCREASED18,4682,782+15,686+564%$252.0K$2.0M+$1.7M2026-10-28
AlphaCore Capital LLC
INCREASED18,1537,394+10,759+146%$669.9K$1.9M+$1.3M2026-11-04
Altura Wealth Advisors Inc.
INCREASED18,04216,529+1,513+9%$1.5M$1.9M+$423.6K2026-10-22
Matauro, LLC
DECREASED17,73418,760-1,026-5%$1.7M$1.9M+$188.6K2026-11-03
StoneX Group Inc.
INCREASED17,1779,203+7,974+87%$833.8K$1.8M+$994.5K2026-11-03
WP Advisors, LLC
INCREASED17,11915,992+1,127+7%$1.4M$1.8M+$374.1K2026-10-22
PFG Advisors
INCREASED17,1106,503+10,607+163%$589.2K$1.8M+$1.2M2026-10-16
Naples Global Advisors, LLC
INCREASED16,07812,779+3,299+26%$1.2M$1.7M+$554.2K2026-11-05
Pinnacle Associates LTD
INCREASED15,87913,829+2,050+15%$1.3M$1.7M+$437.9K2026-10-20
James Investment Research, Inc.
DECREASED15,81518,834-3,019-16%$1.7M$1.7M-$22.4K2026-10-22
Capital Investment Counsel, Inc
INCREASED15,72515,565+160+1%$1.4M$1.7M+$264.2K2026-10-20
MGO One Seven LLC
INCREASED15,52915,407+122+1%$1.4M$1.7M+$257.7K2026-10-28
Heritage Wealth Management, Inc.
INCREASED15,06514,765+300+2%$1.3M$1.6M+$266.4K2026-10-28
Middleton & Co Inc
INCREASED14,97812,221+2,757+23%$1.1M$1.6M+$487.6K2026-10-23
Valley National Advisers Inc
DECREASED14,48514,682-197-1%$1.3M$1.5M+$212.2K2026-10-23
Flagship Private Wealth, LLC
INCREASED14,46412,431+2,033+16%$1.1M$1.5M+$413.9K2026-11-05
Guardian Asset Advisors, LLC
DECREASED14,13420,400-6,266-31%$1.8M$1.5M-$343.3K2026-10-16
KCM Investment Advisors LLC
DECREASED13,38114,485-1,104-8%$1.3M$1.4M+$112.5K2026-10-27
AMI Asset Management Corp
NEW13,342—+13,342——$1.4M—2026-10-20
Eagle Strategies LLC
INCREASED13,21412,998+216+2%$1.2M$1.4M+$229.4K2026-10-16
Cornerstone Wealth Management, LLC
INCREASED12,98712,154+833+7%$1.1M$1.4M+$281.7K2026-11-04
Provenance Wealth Advisors, LLC
INCREASED12,9225,942+6,980+117%$538.3K$1.4M+$837.6K2026-10-30
Evergreen Private Wealth LLC
DECREASED12,88212,958-76-1%$1.2M$1.4M+$197.7K2026-10-30
Tritonpoint Wealth, LLC
DECREASED12,70712,957-250-2%$1.2M$1.4M+$179.1K2026-10-19
J.W. Cole Advisors, Inc.
DECREASED12,69412,910-216-2%$1.2M$1.4M+$182.0K2026-11-05
Stegent Equity Advisors, Inc.
NEW12,578—+12,578——$1.3M—2026-10-13
AGH Wealth Advisors, LLC
NEW12,493—+12,493——$1.3M—2026-10-26
Milestone Asset Management, LLC
INCREASED12,49211,895+597+5%$1.1M$1.3M+$252.6K2026-10-15
Cardinal Point Capital Management ULC
DECREASED12,44012,565-125-1%$1.1M$1.3M+$186.2K2026-10-21
Leuthold Group, LLC
NEW12,329—+12,329——$1.3M—2026-11-04
Parsons Capital Management Inc
UNCHANGED12,30012,30000%$1.1M$1.3M+$195.3K2026-10-28
Greenspring Advisors, LLC
INCREASED12,2446,122+6,122+100%$554.7K$1.3M+$749.1K2026-11-05
Raab & Moskowitz Asset Management LLC
INCREASED12,07410,190+1,884+18%$923.2K$1.3M+$362.4K2026-11-02
Cassaday & Co Wealth Management LLC
UNCHANGED11,86511,86500%$1.1M$1.3M+$188.4K2026-10-27
Union Bancaire Privee, UBP SA
DECREASED11,85014,371-2,521-18%$1.2M$1.1M-$31.3K2026-11-04
Valen Private Capital, LLC
NEW11,793—+11,793——$1.3M—2026-10-23
Jacobi Capital Management LLC
INCREASED11,7729,580+2,192+23%$868.0K$1.3M+$385.5K2026-11-05
Prime Capital Investment Advisors, LLC
DECREASED11,49614,071-2,575-18%$1.3M$1.2M-$50.7K2026-10-20
Quattro Financial Advisors LLC
INCREASED11,3008,953+2,347+26%$811.1K$1.2M+$392.1K2026-10-15
Berkshire Money Management, Inc.
UNCHANGED11,23011,23000%$1.0M$1.2M+$178.3K2026-10-21
Arkansas Financial Group, Inc.
DECREASED11,21613,254-2,038-15%$1.2M$1.2M-$6.5K2026-10-26
Parallel Advisors, LLC
DECREASED10,96315,427-4,464-29%$1.4M$1.2M-$230.4K2026-11-03
Midwest Trust Co
INCREASED10,5759,957+618+6%$902.1K$1.1M+$223.9K2026-10-22
Lodestar Private Asset Management LLC
UNCHANGED10,41710,41700%$943.8K$1.1M+$165.4K2026-10-26
Venture Visionary Partners LLC
DECREASED10,38211,361-979-9%$1.0M$1.1M+$76.2K2026-10-07
Tctc Holdings, LLC
INCREASED10,3709,775+595+6%$885.6K$1.1M+$218.6K2026-11-02
Allen Investment Management, LLC
UNCHANGED10,20710,20700%$924.8K$1.1M+$162.1K2026-11-03
Sterling Investment Counsel, LLC
DECREASED10,10710,355-248-2%$938.2K$1.1M+$138.0K2026-10-19
Koa Wealth Management, LLC
INCREASED10,0945,043+5,051+100%$456.9K$1.1M+$617.9K2026-10-14
Csenge Advisory Group
INCREASED9,7629,335+427+5%$845.8K$1.0M+$193.7K2026-11-04
Patten Group, Inc.
DECREASED9,7329,927-195-2%$899.4K$1.0M+$136.9K2026-10-26
Ulland Investment Advisors, LLC
DECREASED9,6589,802-144-1%$888$1.0K+$1402026-10-13
Odyssey Capital Advisors, Inc.
DECREASED9,5019,584-83-1%$868.3K$1.0M+$143.4K2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED9,3277,982+1,345+17%$723.2K$993.2K+$270.0K2026-10-29
Calamos Wealth Management LLC
UNCHANGED9,3009,30000%$842.6K$990.3K+$147.7K2026-11-02
Apollon Financial, LLC
DECREASED9,2589,600-342-4%$869.8K$985.8K+$116.0K2026-10-23
Advisor Resource Council
DECREASED9,22410,660-1,436-13%$1.0M$1.0M+$1.6K2026-11-05
Key Client Fiduciary Advisors, LLC
INCREASED9,2108,580+630+7%$777.4K$980.7K+$203.3K2026-10-19
Convergence Financial, LLC
NEW9,193—+9,193——$978.8K—2026-10-27
Advocate Investing Services LLC
DECREASED9,10010,300-1,200-12%$933.2K$969.0K+$35.8K2026-10-26
Yarbrough Capital, LLC
UNCHANGED8,9458,94500%$810.4K$952.5K+$142.0K2026-10-19
Harmony Asset Management LLC
DECREASED8,84115,095-6,254-41%$1.4M$941.4K-$426.2K2026-10-20
Carnegie Investment Counsel
DECREASED8,7759,878-1,103-11%$894.9K$934.4K+$39.4K2026-10-20
Citizens National Bank Trust Department
DECREASED8,6638,723-60-1%$790.3K$922.4K+$132.1K2026-11-04
Salem Investment Counselors Inc
DECREASED8,6038,618-150%$780.8K$916.0K+$135.3K2026-10-13
Goelzer Investment Management, Inc.
UNCHANGED8,5778,57700%$777.1K$913.3K+$136.2K2026-10-16
Highline Wealth Partners LLC
INCREASED8,5038,247+256+3%$747.2K$905.4K+$158.2K2026-10-19
J. Safra Sarasin Holding AG
NEW8,483—+8,483——$903.3K—2026-10-26
Triangle Securities Wealth Management
DECREASED8,4408,450-100%$765.6K$898.7K+$133.1K2026-10-14
Riverbridge Partners LLC
NEW8,433—+8,433——$898.0K—2026-11-05
Strategic Blueprint, LLC
INCREASED8,4178,218+199+2%$744.6K$896.2K+$151.7K2026-10-22
Summit Securities Group LLC
DECREASED8,37648,703-40,327-83%$4.4M$891.9K-$3.5M2026-11-05
Integrated Advisors Network LLC
INCREASED8,3253,415+4,910+144%$309.4K$886.4K+$577.0K2026-10-20
Investment Partners Asset Management, Inc.
DECREASED8,2958,825-530-6%$799.5K$883.3K+$83.7K2026-10-09
Allspring Global Investments Holdings, LLC
INCREASED8,008483+7,525+1558%$45.1K$866.7K+$821.6K2026-11-04
Bricktown Capital, LLC
DECREASED8,00063,000-55,000-87%$5.7M$851.8K-$4.9M2026-10-13
United Community Bank
DECREASED7,9458,265-320-4%$748.8K$846.0K+$97.2K2026-10-28
Planning Strategies Inc.
INCREASED7,8496,384+1,465+23%$578.4K$835.8K+$257.4K2026-10-02
Lmcg Investments, LLC
DECREASED7,7818,041-260-3%$728.5K$828.5K+$100.0K2026-10-21
Keybank National Association
DECREASED7,7557,855-100-1%$711.7K$825.8K+$114.1K2026-11-04
Chatham Capital Group, Inc.
UNCHANGED7,6257,62500%$690.8K$811.9K+$121.1K2026-10-16
Retirement Planning Group, LLC
DECREASED7,5747,936-362-5%$719.0K$806.5K+$87.5K2026-10-19
Larson Financial Group LLC
INCREASED7,5345,976+1,558+26%$541.4K$802.2K+$260.8K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED7,5147,526-120%$681.8K$800.1K+$118.2K2026-10-30
Telos Capital Management, Inc.
DECREASED7,4547,634-180-2%$691.6K$793.7K+$102.1K2026-11-02
Vise Technologies, Inc.
INCREASED7,3596,408+951+15%$580.6K$783.6K+$203.0K2026-10-29
Kingswood Wealth Advisors, LLC
INCREASED7,3037,030+273+4%$636.9K$777.6K+$140.7K2026-10-23
Ignite Planners, LLC
INCREASED7,2527,111+141+2%$644.3K$772.3K+$127.9K2026-10-14
Huntleigh Advisors, Inc.
INCREASED7,1917,133+58+1%$646.2K$765.7K+$119.5K2026-11-03
First Growth Capital LLC
DECREASED6,9917,092-101-1%$642.5K$744.4K+$101.9K2026-10-15
LJI Wealth Management, LLC
DECREASED6,9647,494-530-7%$678.9K$741.5K+$62.6K2026-10-28
Nvwm, LLC
INCREASED6,9286,911+17+0%$626.1K$737.7K+$111.6K2026-10-14
Simplicity Wealth,LLC
INCREASED6,8696,621+248+4%$599.9K$731.4K+$131.6K2026-10-23
Realta Investment Advisors
INCREASED6,8455,745+1,100+19%$520.5K$728.9K+$208.4K2026-10-14
WBH Advisory Inc
UNCHANGED6,8376,83700%$619.4K$728.0K+$108.6K2026-11-05
Krilogy Financial LLC
INCREASED6,8033,754+3,049+81%$340.1K$757.0K+$416.9K2026-10-13
Arsenal Capital Advisors LLC
DECREASED6,7339,484-2,751-29%$859.3K$716.9K-$142.4K2026-11-02
Balentine LLC
UNCHANGED6,7246,72400%$609.2K$716.0K+$106.8K2026-11-03
Montis Financial, LLC
DECREASED6,6658,588-1,923-22%$778.1K$709.7K-$68.4K2026-11-04
HUB Investment Partners, LLC
DECREASED6,6626,763-101-1%$612.7K$709.4K+$96.6K2026-11-03
Sigma Investment Counselors Inc
NEW6,601—+6,601——$702.9K—2026-10-27
Private Trust Co NA
INCREASED6,5755,684+891+16%$515.0K$700.1K+$185.1K2026-10-20
Avantax Planning Partners, Inc.
UNCHANGED6,3756,37500%$577.6K$678.8K+$101.2K2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED6,3605,493+867+16%$497.7K$677.2K+$179.6K2026-11-05
SteelPeak Wealth, LLC
DECREASED6,35511,354-4,999-44%$1.0M$676.7K-$352.0K2026-10-16
Dudley Capital Management, LLC
INCREASED6,2275,132+1,095+21%$465.0K$663.1K+$198.1K2026-10-23
Choreo, LLC
INCREASED6,1515,609+542+10%$508.2K$655.0K+$146.8K2026-10-28
Curbstone Financial Management Corp
DECREASED6,0867,086-1,000-14%$642.0K$648.0K+$6.0K2026-10-21
Tortuga Wealth Management, Inc
DECREASED6,03510,130-4,095-40%$917.8K$642.6K-$275.2K2026-10-27
Pinion Investment Advisors, LLC
NEW6,033—+6,033——$642.4K—2026-11-04
Roxbury Financial LLC
INCREASED6,0005,808+192+3%$526.2K$638.9K+$112.7K2026-10-01
TritonPoint Partners, LLC
DECREASED5,82212,957-7,135-55%$1.2M$619.9K-$554.0K2026-11-05
Praxis Capital Management LLC
UNCHANGED5,8005,80000%$525.5K$617.6K+$92.1K2026-10-16
Swmg, LLC
DECREASED5,7716,103-332-5%$571.4K$627.4K+$56.0K2026-10-23
Benin Management Corp
INCREASED5,7004,600+1,100+24%$416.8K$606.9K+$190.2K2026-10-22
First Horizon Corp
DECREASED5,6395,914-275-5%$535.8K$600.4K+$64.6K2026-10-26
Lyell Wealth Management, LP
DECREASED5,4765,579-103-2%$505.5K$583.1K+$77.6K2026-10-30
High Point Wealth Management, LLC
UNCHANGED5,3755,37500%$487.0K$572.3K+$85.4K2026-11-05
Ethos Capital Management, Inc.
DECREASED5,3596,568-1,209-18%$595.1K$570.6K-$24.5K2026-11-03
Mesirow Financial Investment Management, Inc.
INCREASED5,3125,294+18+0%$479.7K$565.6K+$86.0K2026-11-05
Tenzing Financial LLC
INCREASED5,2794,927+352+7%$467.0K$559.5K+$92.5K2026-11-03
Capital Square, LLC
INCREASED5,2625,002+260+5%$462.3K$560.3K+$98.1K2026-10-19
B. Riley Wealth Advisors, Inc.
DECREASED5,2175,933-716-12%$533.3K$555.5K+$22.2K2026-10-13
Curated Wealth Partners LLC
INCREASED5,1454,545+600+13%$411.8K$547.8K+$136.1K2026-10-15
GFG Capital, LLC
UNCHANGED5,0005,00000%$453.0K$532.4K+$79.4K2026-10-16
Samalin Investment Counsel, LLC
UNCHANGED5,0005,00000%$453.0K$532.4K+$79.4K2026-10-23
RFG - Bristol Wealth Advisors, LLC
DECREASED4,9815,508-527-10%$499.1K$530.4K+$31.3K2026-10-09
Thrive Wealth Management, LLC
UNCHANGED4,8904,89000%$443.0K$520.7K+$77.7K2026-10-13
Ceera Investments, LLC
INCREASED4,8363,545+1,291+36%$321.2K$514.9K+$193.8K2026-11-02
Integrity Alliance, Llc.
INCREASED4,8214,794+27+1%$434.3K$513.3K+$79.0K2026-10-29
Optima Capital LLC
INCREASED4,7513,901+850+22%$353.4K$505.9K+$152.5K2026-10-29
Karnit Road Accident Victims Compensation Fund
UNCHANGED4,6404,64000%$420.4K$494.1K+$73.7K2026-11-04
Perigon Wealth Management, LLC
DECREASED4,5906,632-2,042-31%$600.9K$488.8K-$112.1K2026-10-22
WJ Wealth Management, LLC
UNCHANGED4,5754,57500%$414.5K$487.1K+$72.7K2026-11-03
Robertson Stephens Wealth Management, LLC
NEW4,570—+4,570——$486.6K—2026-10-16
Financial Solutions Advisory Group, Inc.
DECREASED4,4807,157-2,677-37%$671.9K$467.4K-$204.5K2026-10-28
Harbor Investment Advisory, LLC
INCREASED4,4453,900+545+14%$353.3K$473.3K+$120.0K2026-10-13
Cove Private Wealth, LLC
UNCHANGED4,4254,42500%$400.9K$471.2K+$70.3K2026-10-28
Caliber Wealth Management, LLC / KS
DECREASED4,4014,626-225-5%$419.1K$468.6K+$49.5K2026-11-04
Banque Pictet & CIE SA
DECREASED4,40038,505-34,105-89%$3.5M$468.5K-$3.0M2026-10-16
Resonant Capital Advisors, LLC
UNCHANGED4,3804,38000%$396.8K$466.4K+$69.6K2026-10-15
IPG Investment Advisors LLC
DECREASED4,37311,151-6,778-61%$1.0M$465.6K-$544.6K2026-10-30
Galvin, Gaustad & Stein, LLC
NEW4,365—+4,365——$464.8K—2026-10-08
Baker Tilly Wealth Management, LLC
UNCHANGED4,3574,35700%$394.7K$463.9K+$69.2K2026-10-05
Griffin Asset Management, Inc.
NEW4,319—+4,319——$459.9K—2026-10-22
Crusonia Wealth Advisors LLC
UNCHANGED4,2324,23200%$383.4K$450.6K+$67.2K2026-10-26
Appleton Partners Inc
INCREASED4,2254,160+65+2%$377.0K$450-$376.6K2026-10-30
Carret Asset Management, LLC
DECREASED4,1954,430-235-5%$401.4K$446.7K+$45.3K2026-11-04
Advus Financial Partners, LLC
INCREASED4,1872,401+1,786+74%$217.5K$445.8K+$228.3K2026-10-20
Ironwood Financial, llc
INCREASED4,1724,041+131+3%$374.6K$444.2K+$69.6K2026-10-20
Equity Investment Corp
NEW4,107—+4,107——$437.3K—2026-11-04
Fortune Financial Group, Inc.
DECREASED4,0724,240-168-4%$384.1K$433.6K+$49.4K2026-10-22
TopTier Wealth Management, LLC
DECREASED4,0154,185-170-4%$379.1K$427.5K+$48.3K2026-10-16
Matthew Goff Investment Advisor, LLC
UNCHANGED3,9573,95700%$358.5K$421.3K+$62.8K2026-10-13
Kingsbury Capital Investment Advisors LLC
UNCHANGED3,9453,94500%$357.4K$420.1K+$62.7K2026-10-20
Murphy & Mullick Capital Management Corp
INCREASED3,8022,957+845+29%$267.9K$404.8K+$136.9K2026-11-02
Indivisible Partners
INCREASED3,7333,122+611+20%$282.9K$397.5K+$114.6K2026-10-26
AFG Fiduciary Services Limited Partnership
NEW3,659—+3,659——$406.1K—2026-10-21
Tempus Wealth Planning, LLC
INCREASED3,5973,466+131+4%$314.0K$383.0K+$69.0K2026-10-14
Soltis Investment Advisors LLC
DECREASED3,5623,565-30%$323.0K$379.3K+$56.3K2026-10-28
Auour Investments LLC
INCREASED3,5183,510+8+0%$318.0K$374.6K+$56.6K2026-10-28
Cache Advisors, LLC
UNCHANGED3,4903,49000%$316.2K$368.0K+$51.8K2026-10-16
Valeo Financial Advisors, LLC
DECREASED3,4833,923-440-11%$355.4K$370.9K+$15.4K2026-10-08
Millennium Capital Advisors, LLC
UNCHANGED3,4793,47900%$315.2K$370.5K+$55.3K2026-10-16
Sherman Wealth Management LLC
DECREASED3,4033,858-455-12%$349.5K$362.3K+$12.8K2026-10-16
Dupree Financial Group, LLC
DECREASED3,3413,381-40-1%$306.3K$355.8K+$49.4K2026-10-09
Meadowbrook Wealth Management, LLC
DECREASED3,3304,105-775-19%$383.2K$354.6K-$28.6K2026-10-08
Essex Bank
UNCHANGED3,2973,29700%$298.7K$351.1K+$52.4K2026-10-16
Global View Capital Management LLC
NEW3,270—+3,270——$348.2K—2026-10-28
Ridgewood Investments LLC
NEW3,247—+3,247——$345.7K—2026-10-05
Smith Shellnut Wilson LLC
NEW3,235—+3,235——$344.5K—2026-10-21
Garrett Wealth Advisory Group, LLC
UNCHANGED3,2013,20100%$290.0K$340.8K+$50.8K2026-10-22
Cane Capital Partners, LLC
DECREASED3,0983,120-22-1%$282.7K$329.9K+$47.2K2026-10-23
Sonata Capital Group Inc
UNCHANGED3,0903,09000%$280.0K$329.0K+$49.1K2026-10-19
Balboa Wealth Partners
UNCHANGED3,0893,08900%$279.9K$328.9K+$49.1K2026-10-20
Modera Wealth Management, LLC
DECREASED3,0823,258-176-5%$295.2K$328.2K+$33.0K2026-10-28
Clear Trail Advisors, LLC
UNCHANGED3,0503,05000%$276.3K$324.8K+$48.4K2026-10-20
Steel Grove Capital Advisors, LLC
UNCHANGED3,0323,03200%$274.7K$322.8K+$48.1K2026-10-13
Whitcomb & Hess, Inc.
INCREASED3,0282,775+253+9%$251.4K$322.4K+$71.0K2026-10-07
Ellis Investment Partners, LLC
DECREASED2,9903,375-385-11%$305.8K$318.4K+$12.6K2026-10-21
Purus Wealth Management, LLC
INCREASED2,9512,911+40+1%$263.7K$314.2K+$50.5K2026-10-15
Redhawk Wealth Advisors, Inc.
INCREASED2,9402,623+317+12%$237.7K$313.1K+$75.4K2026-10-14
Dynamic Advisor Solutions LLC
DECREASED2,9394,397-1,458-33%$398.4K$313.0K-$85.4K2026-10-13
True Private Wealth Advisors
UNCHANGED2,9302,93000%$265.5K$312.0K+$46.5K2026-10-19
Trek Financial, LLC
DECREASED2,92333,861-30,938-91%$3.1M$311.2K-$2.8M2026-10-29
KBC Group NV
INCREASED2,7991,911+888+46%$173.0K$298-$172.7K2026-10-22
Clark Asset Management, LLC
UNCHANGED2,7952,79500%$253.2K$297.6K+$44.4K2026-10-19
Lanark Financial, Inc.
DECREASED2,7763,032-256-8%$274.7K$295.6K+$20.9K2026-10-26
Regatta Capital Group, LLC
DECREASED2,7762,821-45-2%$255.6K$295.6K+$40.0K2026-10-23
Garde Capital, Inc.
UNCHANGED2,7322,73200%$247.5K$290.9K+$43.4K2026-10-29
Traphagen Investment Advisors LLC
DECREASED2,7192,759-40-1%$249.9K$289.5K+$39.5K2026-10-14
Courier Capital LLC
DECREASED2,71644,480-41,764-94%$4.0M$289.2K-$3.7M2026-10-19
Global Assets Advisory, LLC
UNCHANGED2,6892,68900%$253.0K$294.5K+$41.5K2026-10-28
PVG Asset Management Corp
DECREASED2,6083,265-657-20%$295.8K$277.7K-$18.1K2026-10-19
Merkkuri Wealth Advisors LLC
UNCHANGED2,6072,60700%$236.2K$277.6K+$41.4K2026-11-03
Patten & Patten Inc
UNCHANGED2,6022,60200%$235.7K$277.1K+$41.3K2026-10-26
Mather Group, Llc.
INCREASED2,5732,293+280+12%$207.8K$274.0K+$66.2K2026-10-14
Hanson & Doremus Investment Management
UNCHANGED2,5402,54000%$230.0K$270-$229.7K2026-10-16
E&G Advisors, LLC
INCREASED2,5352,225+310+14%$201.6K$269.9K+$68.3K2026-10-13
Arlington Capital Management Inc
DECREASED2,5212,571-50-2%$232.9K$268.4K+$35.5K2026-10-30
Brighton Jones LLC
NEW2,514—+2,514——$267.7K—2026-11-03
Transcendent Capital Group LLC
UNCHANGED2,5002,50000%$226.5K$266.2K+$39.7K2026-10-28
Retirement Planning Co of New England, Inc.
INCREASED2,4802,460+20+1%$222.9K$264.1K+$41.2K2026-10-15
BIP Wealth, LLC
INCREASED2,4772,269+208+9%$205.6K$263.7K+$58.2K2026-10-22
Signaturefd, LLC
DECREASED2,4723,378-906-27%$306.1K$263.3K-$42.8K2026-10-23
Sovran Advisors, LLC
DECREASED2,4253,008-583-19%$276.1K$261.8K-$14.3K2026-11-02
TCV Trust & Wealth Management, Inc.
UNCHANGED2,3752,37500%$215.2K$252.9K+$37.7K2026-10-16
APS Management Group, Inc.
DECREASED2,3662,682-316-12%$243.0K$252.0K+$8.9K2026-10-14
Breakwater Capital Group
DECREASED2,3602,764-404-15%$250.4K$251.3K+$8752026-10-09
North Forty Two & Co.
UNCHANGED2,3352,33500%$211.6K$248.6K+$37.1K2026-10-19
Birch Hill Investment Advisors LLC
UNCHANGED2,3302,33000%$211.1K$248.1K+$37.0K2026-10-16
Seelaus Asset Management LLC
NEW2,303—+2,303——$245.2K—2026-10-14
Sweeney & Michel, LLC
DECREASED2,2752,375-100-4%$243.9K$242.3K-$1.6K2026-10-16
Americana Partners, LLC
UNCHANGED2,2632,26300%$205.0K$241.0K+$35.9K2026-10-28
Riggs Asset Managment Co. Inc.
DECREASED2,2512,294-43-2%$207.8K$239.7K+$31.9K2026-11-05
Belvedere Trading LLC
DECREASED2,24015,014-12,774-85%$1.4M$238.5K-$1.1M2026-11-05
Founders Financial Securities LLC
DECREASED2,21525,628-23,413-91%$2.3M$235.9K-$2.1M2026-10-28
Citizens Financial Group Inc
DECREASED2,2153,530-1,315-37%$319.9K$235.9K-$84.0K2026-10-23
Flagship Harbor Advisors, LLC
DECREASED2,2102,358-148-6%$213.6K$235.3K+$21.7K2026-10-26
Confluence Wealth Services, Inc.
NEW2,189—+2,189——$233.1K—2026-11-05
Sugar Maple Asset Management, LLC
NEW2,176—+2,176——$231.7K—2026-10-13
August Group Capital Ltd
NEW2,171—+2,171——$231.2K—2026-10-14
Team Financial Group, LLC
DECREASED2,1612,337-176-8%$211.7K$230.1K+$18.4K2026-10-30
Silverleafe Capital Partners, LLC
NEW2,144—+2,144——$228.3K—2026-10-02
McGuire Investment Group, LLC
NEW2,107—+2,107——$224.4K—2026-10-23
Busey Bank
NEW2,095—+2,095——$223.1K—2026-10-26
Keudell ison Wealth Management
DECREASED2,0912,431-340-14%$220.2K$222.7K+$2.4K2026-10-16
Williams Jones Wealth Management, Llc.
NEW2,087—+2,087——$222.2K—2026-11-05
Howard Financial Services, Ltd.
DECREASED2,0522,688-636-24%$243.5K$218.5K-$25.0K2026-10-15
Simon Quick Advisors, LLC
NEW2,037—+2,037——$216.9K—2026-10-26
Verdence Capital Advisors LLC
NEW2,024—+2,024——$215.5K—2026-10-26
Altfest L J & Co Inc
NEW2,021—+2,021——$215.1K—2026-10-27
RFG Advisory, LLC
DECREASED2,0154,536-2,521-56%$411.0K$214.6K-$196.4K2026-11-03
LifeGoal Investments, LLC
NEW2,000—+2,000——$213.0K—2026-10-09
Beacon Financial Group
NEW1,989—+1,989——$211.8K—2026-10-19
Patriot Investment Management Group, Inc.
NEW1,980—+1,980——$210.8K—2026-10-15
Tennessee Valley Asset Management Partners
DECREASED1,9682,308-340-15%$209.1K$209.6K+$4472026-11-03
Allen Mooney & Barnes Investment Advisors LLC
NEW1,940—+1,940——$206.6K—2026-10-08
High Net Worth Advisory Group LLC
NEW1,928—+1,928——$205.3K—2026-10-26
Plan A Wealth LLC
NEW1,926—+1,926——$205.1K—2026-10-08
SeaCrest Wealth Management, LLC
NEW1,900—+1,900——$202.3K—2026-10-21
Ring Mountain Capital, LLC
NEW1,891—+1,891——$201.4K—2026-10-13
High Note Wealth, LLC
UNCHANGED1,8851,88500%$170.8K$200.7K+$29.9K2026-10-27
Rossmore Private Capital
DECREASED1,8841,918-34-2%$173.8K$200.6K+$26.8K2026-10-27
Powell Investment Advisors, LLC
UNCHANGED1,7141,71400%$155.3K$182.5K+$27.2K2026-10-22
Golden State Wealth Management, LLC
UNCHANGED1,4851,48500%$134.6K$158.1K+$23.6K2026-11-02
TD Private Client Wealth LLC
UNCHANGED1,4371,43700%$130.2K$153.0K+$22.8K2026-10-28
Ascentis Independent Advisors
NEW1,435—+1,435——$152.8K—2026-11-03
Global Trust Asset Management, LLC
UNCHANGED1,4101,41000%$127.7K$150.1K+$22.4K2026-10-19
Central Trust Co
INCREASED1,266592+674+114%$53.6K$134.8K+$81.2K2026-11-05
Comprehensive Financial Planning, Inc.
INCREASED1,2381,216+22+2%$110.2K$131.9K+$21.7K2026-10-27
Evolution Wealth Management Inc.
INCREASED1,200605+595+98%$54.8K$127.8K+$73.0K2026-10-28
CoreCap Advisors, LLC
INCREASED1,1441,112+32+3%$100.7K$121.8K+$21.1K2026-10-08
Mountain Hill Investment Partners Corp.
DECREASED1,11090,210-89,100-99%$8.2M$118.2K-$8.1M2026-10-23
Harbor Capital Advisors, Inc.
DECREASED1,0941,858-764-41%$168.0K$116-$167.9K2026-10-22
Harbor Asset Planning, Inc.
UNCHANGED1,0771,07700%$97.6K$114.7K+$17.1K2026-10-23
Align Financial, LLC
UNCHANGED97497400%$88.2K$103.7K+$15.5K2026-10-16
POM Investment Strategies, LLC
NEW914—+914——$97.3K—2026-10-20
Plante Moran Financial Advisors, LLC
UNCHANGED90590500%$82.0K$96.4K+$14.4K2026-11-04
Winthrop Capital Management, LLC
UNCHANGED88588500%$80.0K$94.2K+$14.2K2026-11-05
TFC Financial Management, Inc.
DECREASED871929-58-6%$84.2K$92.7K+$8.6K2026-10-26
Mirae Asset Global Investments Co., Ltd.
DECREASED8605,920-5,060-85%$536.4K$91.6K-$444.8K2026-11-03
Root Financial Partners, LLC
NEW813—+813——$86.6K—2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
INCREASED785225+560+249%$20.4K$83.6K+$63.2K2026-10-14
Next Level Wealth Planning, LLC
NEW765—+765——$81.5K—2026-10-29
Pinnacle Wealth Planning Services, Inc.
UNCHANGED75075000%$68.0K$79.9K+$11.9K2026-10-27
WestEnd Advisors, LLC
INCREASED727117+610+521%$10.6K$77.4K+$66.8K2026-10-27
Activest Wealth Management
UNCHANGED66466400%$60.2K$70.7K+$10.5K2026-10-15
Westside Investment Management, Inc.
UNCHANGED60060000%$54.4K$64.1K+$9.7K2026-11-02
Wealth Enhancement Trust Services, Inc.
INCREASED583552+31+6%$50.0K$62.1K+$12.1K2026-10-07
MassMutual Private Wealth & Trust, FSB
DECREASED569696-127-18%$63.1K$60.6K-$2.5K2026-10-05
Chung Wu Investment Group, LLC
INCREASED550300+250+83%$27.2K$58.6K+$31.4K2026-11-03
Farmers & Merchants Investments Inc
UNCHANGED54054000%$48.9K$57.5K+$8.6K2026-10-22
Investors Research Corp
UNCHANGED52552500%$47.6K$55.9K+$8.3K2026-10-07
Key FInancial Inc
DECREASED510610-100-16%$55.3K$54.3K-$9612026-11-02
Fortitude Family Office, LLC
UNCHANGED50050000%$45.3K$53.2K+$7.9K2026-10-14
Finley Financial, LLC
UNCHANGED50050000%$45.3K$54.1K+$8.8K2026-10-28
Manchester Capital Management LLC
UNCHANGED50050000%$45.3K$52.6K+$7.3K2026-10-22
Trust Co of Vermont
UNCHANGED49549500%$44.8K$52.7K+$7.9K2026-10-21
Physician Wealth Advisors, Inc.
DECREASED476479-3-1%$43.4K$50.7K+$7.4K2026-10-20
Cape Investment Advisory, Inc.
INCREASED463432+31+7%$39.1K$49.3K+$10.2K2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED44044000%$39.9K$46.9K+$7.0K2026-11-03
Barrett & Company, Inc.
UNCHANGED42842800%$38.8K$45.6K+$6.8K2026-10-22
CX Institutional
INCREASED425350+75+21%$32$45+$132026-10-02
Compass Financial Management LLC
INCREASED422326+96+29%$31.8K$44.9K+$13.1K2026-10-30
Fairscale Capital, LLC
UNCHANGED42042000%$38.1K$43.8K+$5.8K2026-11-04
Biltmore Family Office, LLC
DECREASED350644-294-46%$58.3K$37.3K-$21.1K2026-11-03
Mosley Wealth Management
DECREASED3371,391-1,054-76%$126.0K$36.9K-$89.1K2026-10-16
Ashton Thomas Securities, LLC
NEW336—+336——$35.8K—2026-10-26
Rossby Financial, LCC
INCREASED334186+148+80%$16.9K$35.6K+$18.7K2026-11-05
Latitude Advisors, LLC
NEW321—+321——$34.2K—2026-10-27
Halbert Hargrove Global Advisors, LLC
UNCHANGED31531500%$28.5K$33.5K+$5.0K2026-10-16
Downshift Financial, LLC
UNCHANGED31031000%$28.1K$33.0K+$4.9K2026-10-13
Bank of New Hampshire
NEW305—+305——$32.5K—2026-10-06
Archer Investment Corp
UNCHANGED29029000%$26.3K$30.9K+$4.6K2026-11-05
Pflug Koory, LLC
UNCHANGED26526500%$24.0K$28.2K+$4.2K2026-10-26
Godsey & Gibb, Inc
UNCHANGED26026000%$23.6K$27.7K+$4.1K2026-10-14
Montag A & Associates Inc
DECREASED258558-300-54%$50.6K$27.5K-$23.1K2026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED23223200%$21.0K$24.7K+$3.7K2026-11-04
Arlington Trust Co LLC
UNCHANGED20420400%$18.5K$21.7K+$3.2K2026-10-20
Markowski Investments
UNCHANGED20020000%$18.1K$21.3K+$3.2K2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED20020000%$18.1K$21.3K+$3.2K2026-10-05
Gamma Investing LLC
UNCHANGED19519500%$17.7K$20.8K+$3.1K2026-10-08
Madden Securities Corp
NEW190—+190——$20.2K—2026-10-27
Byrne Asset Management LLC
UNCHANGED19019000%$17.2K$20.6K+$3.4K2026-10-06
Reicon Wealth Advisors, LLC
UNCHANGED18018000%$16.3K$19.2K+$2.9K2026-11-04
Financial Perspectives, Inc
UNCHANGED17017000%$15.4K$18.1K+$2.7K2026-11-03
SJS Investment Consulting Inc.
NEW150—+150——$16.0K—2026-10-26
Strengthening Families & Communities, LLC
DECREASED140345-205-59%$31.3K$14.9K-$16.4K2026-10-21
Putney Financial Group LLC
NEW125—+125——$13.3K—2026-10-30
IMG Wealth Management, Inc.
UNCHANGED11511500%$10.4K$12.3K+$1.8K2026-10-27
Lodestone Wealth Management LLC
NEW102—+102——$10.9K—2026-10-14
Berbice Capital Management LLC
NEW100—+100——$10.6K—2026-10-13
GK Wealth Management LLC
NEW100—+100——$10.7K—2026-10-09
Nemes Rush Group LLC
UNCHANGED969600%$8.7K$10.2K+$1.5K2026-11-04
Vision Financial Markets LLC
DECREASED92152-60-39%$14.1K$9.9K-$4.2K2026-10-22
Kingdom Financial Group Llc.
UNCHANGED757500%$6.8K$8.0K+$1.2K2026-11-04
Asset Dedication, LLC
INCREASED7150+21+42%$4.5K$7.6K+$3.0K2026-11-03
Duncker Streett & Co Inc
UNCHANGED707000%$6.3K$7.5K+$1.1K2026-10-27
EPG Wealth Management LLC
DECREASED6667-1-1%$6.1K$7.0K+$9582026-11-03
Central Pacific Bank - Trust Division
UNCHANGED666600%$6.0K$7.0K+$1.0K2026-10-06
Portfolio Resources Advisor Group, Inc.
UNCHANGED656500%$5.9K$6.9K+$1.0K2026-10-20
Register Financial Advisors LLC
UNCHANGED606000%$5.4K$6.4K+$9532026-10-23
Blue Trust, Inc.
NEW52—+52——$5.5K—2026-10-15
Torren Management, LLC
NEW50—+50——$5.3K—2026-10-29
Legacies Wealth LLC
UNCHANGED505000%$4.5K$5.3K+$7942026-11-02
Blume Capital Management, Inc.
UNCHANGED353500%$3.2K$3.7K+$5562026-10-26
Concord Wealth Partners
UNCHANGED303000%$2.7K$3.2K+$4772026-11-02
DB Fitzpatrick & Co, Inc
UNCHANGED212100%$1.9K$2.2K+$3332026-10-19
Birch Financial Group, LLC
NEW20—+20——$2.1K—2026-10-27
Advanced Asset Management Advisors Inc
UNCHANGED202000%$1.8K$2.1K+$3182026-10-20
Wolff Wiese Magana LLC
UNCHANGED202000%$1.8K$2.1K+$3182026-10-15
Angeles Wealth Management, LLC
UNCHANGED161600%$1.5K$1.7K+$2542026-10-26
Laurel Wealth Advisors LLC
NEW15—+15——$1.6K—2026-10-27
Syntax Research, Inc.
DECREASED15165-150-91%$15.0K$1.6K-$13.4K2026-11-04
Armstrong Advisory Group, Inc
NEW13—+13——$1.4K—2026-10-09
Go Invest LLC
DECREASED1214-2-14%$1.2K$1.3K+$762026-10-09
Brown, Lisle Ings, Inc.
UNCHANGED121200%$1.1K$1.3K+$1912026-10-16
Tsfg, LLC
UNCHANGED121200%$1$1$02026-10-23
Olistico Wealth, LLC
NEW11—+11——$1.2K—2026-10-05
Elevated Capital Advisors, LLC
UNCHANGED101000%$906$1.1K+$1592026-11-04
Cullen T Bankers, Inc.
UNCHANGED9900%$815$958+$1432026-10-28
Atlantic Edge Private Wealth Management, LLC
UNCHANGED8800%$725$852+$1272026-10-20
Legacy Bridge, LLC
UNCHANGED8800%$725$852+$1272026-10-28
Silver Grove Financial Group, Inc.
UNCHANGED8800%$725$852+$1272026-11-05
DT Investment Partners, LLC
NEW6—+6——$639—2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
NEW1—+1——$100—2026-10-14
Elevate Wealth Advisory, Inc
UNCHANGED1100%$91$106+$152026-10-29
Prairie Wealth Advisors, Inc.
NEW0—0——$235.7K—2026-10-29
Alternative Investment Advisors, Llc.
CLOSED053,046-53,046-100%$4.8M$0-$4.8M2026-11-03
San Luis Wealth Advisors LLC
CLOSED052,484-52,484-100%$4.8M$0-$4.8M2026-10-27
Bank Pictet & Cie (Europe) AG
CLOSED039,341-39,341-100%$3.6M$0-$3.6M2026-10-20
Verus Capital Partners, LLC
CLOSED038,659-38,659-100%$3.5M$0-$3.5M2026-11-03
RIA Advisory Group LLC
CLOSED037,590-37,590-100%$3.4M$0-$3.4M2026-10-15
Y-Intercept (Hong Kong) Ltd
CLOSED027,427-27,427-100%$2.5M$0-$2.5M2026-10-16
Floyd Financial Group LLC
CLOSED025,774-25,774-100%$2.4M$0-$2.4M2026-10-28
Keystone Wealth Services, LLC
CLOSED023,225-23,225-100%$2.1M$0-$2.1M2026-11-03
Capstone Capital Management Ltd
CLOSED022,200-22,200-100%$2.0M$0-$2.0M2026-10-21
Banta Asset Management LP
CLOSED021,320-21,320-100%$1.9M$0-$1.9M2026-11-02
FDx Advisors, Inc.
CLOSED020,458-20,458-100%$1.9M$0-$1.9M2026-11-05
Wesbanco Bank Inc
CLOSED016,775-16,775-100%$1.5M$0-$1.5M2026-11-04
First Heartland Consultants, Inc.
CLOSED015,862-15,862-100%$1.4M$0-$1.4M2026-10-08
Global Financial Private Client, LLC
CLOSED014,420-14,420-100%$1.3M$0-$1.3M2026-10-15
OAK Family Advisors, LLC
CLOSED012,576-12,576-100%$1.1M$0-$1.1M2026-10-19
Mariner Investment Group LLC
CLOSED012,500-12,500-100%$1.1M$0-$1.1M2026-11-04
United Asset Strategies, Inc.
CLOSED09,347-9,347-100%$846.8K$0-$846.8K2026-10-28
Silphium Asset Management Ltd
CLOSED06,900-6,900-100%$625.1K$0-$625.1K2026-10-27
Cannon Global Investment Management, LLC
CLOSED06,200-6,200-100%$561.7K$0-$561.7K2026-10-20
SFM, LLC d/b/a Sweeney Financial Advisors
CLOSED04,206-4,206-100%$381.1K$0-$381.1K2026-10-14
Clear Creek Financial Management, LLC
CLOSED03,856-3,856-100%$349.4K$0-$349.4K2026-10-28
Andina Capital Management, LLC
CLOSED03,582-3,582-100%$324.5K$0-$324.5K2026-10-21
Wealth Forward, LLC
CLOSED03,422-3,422-100%$310.0K$0-$310.0K2026-10-14
RPG Investment Advisory, LLC
CLOSED02,718-2,718-100%$246.3K$0-$246.3K2026-10-21
South Shore Capital Advisors
CLOSED02,411-2,411-100%$218.5K$0-$218.5K2026-10-20
Hofer & Associates. Inc
CLOSED02,363-2,363-100%$214.1K$0-$214.1K2026-10-13
Mullaney, Keating & Wright, Inc.
CLOSED01,680-1,680-100%$274.8K$0-$274.8K2026-10-19
Bullseye Investment Management, LLC
CLOSED01,605-1,605-100%$145.4K$0-$145.4K2026-10-29
St. Johns Investment Management Company, LLC
CLOSED01,580-1,580-100%$143.1K$0-$143.1K2026-10-30
Vestor Capital, LLC
CLOSED01,498-1,498-100%$421$0-$4212026-11-04
AdvisorNet Financial, Inc
CLOSED01,234-1,234-100%$111.8K$0-$111.8K2026-10-15
Mondrian Investment Partners LTD
CLOSED0826-826-100%$74.8K$0-$74.8K2026-10-23
Canoe Financial LP
CLOSED0750-750-100%$285.0K$0-$285.0K2026-10-21
Paladin Partners, LLC
CLOSED0383-383-100%$34.7K$0-$34.7K2026-10-06
Vermillion Wealth Management, Inc.
CLOSED0200-200-100%$18.1K$0-$18.1K2026-10-26
MCF Advisors LLC
CLOSED0160-160-100%$14.5K$0-$14.5K2026-10-28
SYM Financial Corp
CLOSED0133-133-100%$12.1K$0-$12.1K2026-10-26
Coastline Trust Co
CLOSED0125-125-100%$11.3K$0-$11.3K2026-10-01
Flagship Wealth Advisors, LLC
CLOSED0115-115-100%$10.4K$0-$10.4K2026-11-03
Founders Capital Management
CLOSED0100-100-100%$9.1K$0-$9.1K2026-10-13
Oakworth Capital, Inc.
CLOSED075-75-100%$7.0K$0-$7.0K2026-10-26
Tucker Asset Management LLC
CLOSED050-50-100%$4.5K$0-$4.5K2026-10-29
Blueline Advisors LLC
CLOSED046-46-100%$12.6K$0-$12.6K2026-10-15
Cornerstone Planning Group LLC
CLOSED031-31-100%$2.8K$0-$2.8K2026-10-16
Key Capital Management, Inc
CLOSED020-20-100%$1.8K$0-$1.8K2026-11-03
Moisand Fitzgerald Tamayo, LLC
CLOSED010-10-100%$908$0-$9082026-10-15
Atwood & Palmer Inc
CLOSED04-4-100%$363$0-$3632026-10-08
Varma Mutual Pension Insurance Co
N/A—15,248,262-15,248,262-100%$1.4B———
Goldman Sachs Group Inc
N/A—12,146,132-12,146,132-100%$1.1B———
Healthcare of Ontario Pension Plan Trust Fund
N/A—11,502,061-11,502,061-100%$1.0B———
Bank of America Corp
N/A—9,626,317-9,626,317-100%$872.1M———
Morgan Stanley
N/A—8,274,243-8,274,243-100%$749.6M———
BNP Paribas Financial Markets
N/A—4,979,780-4,979,780-100%$451.2M———
UBS Group AG
N/A—2,853,294-2,853,294-100%$258.5M———
LPL Financial LLC
N/A—2,766,243-2,766,243-100%$250.6M———
Wells Fargo & Company
N/A—2,621,390-2,621,390-100%$237.5M———
Susquehanna International Group, LLP
N/A—2,489,303-2,489,303-100%$225.5M———
Menora Mivtachim Holdings Ltd.
N/A—1,894,901-1,894,901-100%$171.7M———
Royal Bank of Canada
N/A—1,750,918-1,750,918-100%$158.6M———
Laura & John Arnold Foundation
N/A—1,479,875-1,479,875-100%$134.1M———
Caisse de Depot ET Placement DU Quebec
N/A—1,461,587-1,461,587-100%$132.4M———
Wellspring Financial Advisors, LLC
N/A—1,349,322-1,349,322-100%$2.0M———
Clal Insurance Enterprises Holdings Ltd
N/A—1,329,000-1,329,000-100%$120.4M———
Migdal Insurance & Financial Holdings Ltd.
N/A—1,324,838-1,324,838-100%$120.0M———
Phoenix Financial Ltd.
N/A—1,314,160-1,314,160-100%$119.0M———
JPMorgan Chase & Co
N/A—1,308,542-1,308,542-100%$117.6M———
Bessemer Group Inc
N/A—1,277,739-1,277,739-100%$115.8M———
Barclays PLC
N/A—1,151,410-1,151,410-100%$104.3M———
Envestnet Asset Management Inc
N/A—970,443-970,443-100%$87.9M———
Raymond James Financial Inc
N/A—738,983-738,983-100%$67.0M———
MML Investors Services, LLC
N/A—710,014-710,014-100%$64.3M———
HighTower Advisors, LLC
N/A—697,176-697,176-100%$63.2M———
Squarepoint Ops LLC
N/A—680,093-680,093-100%$61.6M———
Ameriprise Financial Inc
N/A—634,202-634,202-100%$57.5M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—633,902-633,902-100%$57.4M———
Equitable Holdings, Inc.
N/A—592,748-592,748-100%$53.7M———
Osaic Holdings, Inc.
N/A—552,079-552,079-100%$50.0M———
Fisher Asset Management, LLC
N/A—544,355-544,355-100%$49.3M———
Tudor Investment Corp ET AL
N/A—413,766-413,766-100%$37.5M———
Cetera Investment Advisers
N/A—413,334-413,334-100%$37.4M———
Haverford Trust Co
N/A—355,940-355,940-100%$32.2M———
HRT Financial LP
N/A—344,598-344,598-100%$31.2M———
SG Americas Securities, LLC
N/A—339,613-339,613-100%$30.8M———
Affinity Wealth Management LLC
N/A—329,345-329,345-100%$29.8M———
J. Goldman & Co LP
N/A—303,372-303,372-100%$27.5M———
Northwestern Mutual Wealth Management Co
N/A—297,700-297,700-100%$27.0M———
Stifel Financial Corp
N/A—288,043-288,043-100%$26.1M———
Janney Montgomery Scott LLC
N/A—261,112-261,112-100%$23.7M———
Moore Capital Management, LP
N/A—256,956-256,956-100%$23.3M———
LMR Partners LLP
N/A—238,466-238,466-100%$21.6M———
Capital Fund Management S.A.
N/A—234,549-234,549-100%$21.3M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—211,582-211,582-100%$19.2M———
IEQ Capital, LLC
N/A—207,653-207,653-100%$18.8M———
Jones Financial Companies Lllp
N/A—207,265-207,265-100%$18.3M———
Marshall Wace, LLP
N/A—205,516-205,516-100%$18.6M———
Rockefeller Capital Management L.P.
N/A—203,059-203,059-100%$18.4M———
Hollencrest Capital Management
N/A—192,847-192,847-100%$17.5M———
Waverly Advisors, LLC
N/A—177,524-177,524-100%$16.1M———
RiverFront Investment Group, LLC
N/A—174,983-174,983-100%$15.9M———
Baker Avenue Asset Management, LP
N/A—171,735-171,735-100%$15.6M———
Arvest Bank Trust Division
N/A—151,950-151,950-100%$13.8M———
Lowe Brockenbrough & Co Inc
N/A—150,394-150,394-100%$13.6M———
Maniro Ltd
N/A—148,875-148,875-100%$13.5M———
Advisors Capital Management, LLC
N/A—146,889-146,889-100%$13.3M———
Focus Partners Wealth
N/A—146,871-146,871-100%$12.8M———
Novare Capital Management LLC
N/A—144,697-144,697-100%$13.1M———
Centiva Capital, LP
N/A—142,556-142,556-100%$12.9M———
Parker Investment Management, LLC
N/A—141,345-141,345-100%$12.8M———
National Bank of Canada
N/A—139,063-139,063-100%$12.6M———
Federation des caisses Desjardins du Quebec
N/A—135,843-135,843-100%$12.3M———
Captrust Financial Advisors
N/A—135,265-135,265-100%$12.3M———
Cerity Partners LLC
N/A—133,682-133,682-100%$12.1M———
Walleye Trading LLC
N/A—128,711-128,711-100%$11.7M———
Blair William & Co
N/A—118,279-118,279-100%$10.7M———
Private Advisor Group, LLC
N/A—116,678-116,678-100%$10.6M———
Fiduciary Trust Co
N/A—115,891-115,891-100%$10.5M———
Rothschild Investment LLC
N/A—109,026-109,026-100%$9.9M———
Sanctuary Advisors, LLC
N/A—108,332-108,332-100%$9.8M———
CIBC World Market Inc.
N/A—106,705-106,705-100%$9.7M———
Deeter Investments LLP
N/A—106,500-106,500-100%$9.6M———
Choate Investment Advisors
N/A—106,071-106,071-100%$9.6M———
Scotia Capital Inc.
N/A—105,700-105,700-100%$9.6M———
Massar Capital Management, LP
N/A—102,230-102,230-100%$9.3M———
Mariner, LLC
N/A—99,428-99,428-100%$9.0M———
Fairview Capital Investment Management, LLC
N/A—95,903-95,903-100%$8.7M———
Hudson Bay Capital Management LP
N/A—85,113-85,113-100%$7.7M———
Pring Turner Capital Group Inc
N/A—82,327-82,327-100%$8.2M———
Group One Trading LLC
N/A—81,548-81,548-100%$7.4M———
Beacon Pointe Advisors, LLC
N/A—77,672-77,672-100%$7.0M———
Parallax Volatility Advisers, L.P.
N/A—76,921-76,921-100%$7.0M———
Chicago Wealth Management, Inc.
N/A—76,747-76,747-100%$7.0M———
Silver Coast Investments LLC
N/A—76,612-76,612-100%$6.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—74,388-74,388-100%$6.7M———
Principal Securities, Inc.
N/A—73,948-73,948-100%$6.7M———
WCG Wealth Advisors LLC
N/A—72,401-72,401-100%$6.6M———
Baird Financial Group, Inc.
N/A—70,222-70,222-100%$6.4M———
Foundations Investment Advisors, LLC
N/A—68,950-68,950-100%$6.2M———
Integrated Wealth Concepts LLC
N/A—68,582-68,582-100%$6.2M———
Concentric Capital Strategies, LP
N/A—66,872-66,872-100%$6.1M———
Tower Research Capital LLC (TRC)
N/A—66,490-66,490-100%$6.0M———
Mercer Global Advisors Inc
N/A—65,660-65,660-100%$5.9M———
LEE Johnson Capital Management, LLC
N/A—63,384-63,384-100%$5.7M———
Graham Capital Management, L.P.
N/A—62,000-62,000-100%$5.6M———
Morningstar Investment Management LLC
N/A—61,715-61,715-100%$4.9M———
Merit Financial Group, LLC
N/A—57,430-57,430-100%$5.2M———
Cresset Asset Management, LLC
N/A—55,033-55,033-100%$5.0M———
Wealthfront Advisers LLC
N/A—54,915-54,915-100%$5.0M———
Private Capital Management, LLC
N/A—53,495-53,495-100%$4.8M———
Pallas Capital Advisors LLC
N/A—53,277-53,277-100%$4.8M———
Stephens Inc
N/A—52,930-52,930-100%$4.8M———
HSBC Holdings PLC
N/A—52,432-52,432-100%$4.7M———
Bawa N Mallick Trust
N/A—51,002-51,002-100%$4.6M———
Littlejohn Financial Services, Inc.
N/A—50,966-50,966-100%$4.6M———
Millennium Management LLC
N/A—50,522-50,522-100%$4.6M———
Banco BTG Pactual S.A.
N/A—50,000-50,000-100%$4.5M———
Myda Advisors LLC
N/A—50,000-50,000-100%$4.5M———
Sfmg, LLC
N/A—48,072-48,072-100%$4.4M———
Spahn Wealth & Retirement LLC
N/A—44,850-44,850-100%$4.1M———
Harbour Investments, Inc.
N/A—44,699-44,699-100%$4.0M———
Credit Agricole S A
N/A—44,683-44,683-100%$4.0M———
FMR LLC
N/A—44,672-44,672-100%$4.0M———
Clearstead Advisors, LLC
N/A—44,306-44,306-100%$4.0M———
Alpine Global Management, LLC
N/A—43,974-43,974-100%$4.0M———
Advisory Services Network, LLC
N/A—42,826-42,826-100%$3.9M———
Sumitomo Mitsui Financial Group, Inc.
N/A—41,563-41,563-100%$3.8M———
Nan Shan Life Insurance Co., Ltd.
N/A—39,888-39,888-100%$3.6M———
Retirement Management Systems Inc.
N/A—39,582-39,582-100%$3.6M———
NewEdge Advisors, LLC
N/A—39,568-39,568-100%$3.6M———
Spartan Wealth Advisory Services LLC
N/A—36,212-36,212-100%$3.3M———
Steward Partners Investment Advisory, LLC
N/A—35,518-35,518-100%$3.2M———
Stratos Wealth Partners, Ltd.
N/A—35,334-35,334-100%$3.2M———
Intesa Sanpaolo S.p.A.
N/A—34,050-34,050-100%$3.1M———
Fortis Group Advisors, LLC
N/A—34,016-34,016-100%$3.1M———
Banco Santander, S.A.
N/A—33,811-33,811-100%$3.1M———
KKM Financial LLC
N/A—33,753-33,753-100%$3.1M———
Aster Capital Management (Difc) Ltd
N/A—33,472-33,472-100%$3.0M———
Strategic Financial Concepts, LLC
N/A—33,060-33,060-100%$3.0M———
Wealthspire Advisors, LLC
N/A—32,601-32,601-100%$3.0M———
Bank Hapoalim BM
N/A—32,226-32,226-100%$2.9M———
Tidal Investments LLC
N/A—32,027-32,027-100%$2.9M———
MAI Capital Management
N/A—31,214-31,214-100%$2.8M———
Renaissance Technologies LLC
N/A—30,900-30,900-100%$2.8M———
Pinnacle Wealth Management, LLC
N/A—29,777-29,777-100%$2.7M———
Twin Tree Management, LP
N/A—29,735-29,735-100%$2.7M———
Paragon Financial Partners, Inc.
N/A—29,606-29,606-100%$2.8M———
Arax Advisory Partners
N/A—29,498-29,498-100%$2.7M———
Advocacy Wealth Management, LLC
N/A—29,123-29,123-100%$2.6M———
Northern Trust Corp
N/A—28,764-28,764-100%$2.6M———
Marathon Trading Investment Management LLC
N/A—28,470-28,470-100%$2.6M———
PSI Advisors, LLC
N/A—26,249-26,249-100%$2.4M———
Verition Fund Management LLC
N/A—26,203-26,203-100%$2.4M———
Quantinno Capital Management LP
N/A—25,589-25,589-100%$2.3M———
Snowden Capital Advisors LLC
N/A—25,269-25,269-100%$2.3M———
IHT Wealth Management, LLC
N/A—25,171-25,171-100%$2.3M———
Intellectus Partners, LLC
N/A—24,762-24,762-100%$2.2M———
Jump Financial, LLC
N/A—24,642-24,642-100%$2.2M———
Curio Wealth, LLC
N/A—24,011-24,011-100%$2.2M———
Envestnet Portfolio Solutions, Inc.
N/A—23,516-23,516-100%$2.1M———
Horizon Investments, LLC
N/A—23,468-23,468-100%$2.1M———
Ethos Financial Group, LLC
N/A—23,140-23,140-100%$2.1M———
Ruggiero Investments, Inc.
N/A—22,692-22,692-100%$2.1M———
Partners Capital Investment Group, LLP
N/A—22,081-22,081-100%$2.0M———
NorthRock Partners, LLC
N/A—22,003-22,003-100%$2.0M———
First Manhattan Co. Llc.
N/A—21,927-21,927-100%$2.0M———
Freestone Capital Holdings, LLC
N/A—20,737-20,737-100%$1.9M———
FFT Wealth Management LLC
N/A—20,702-20,702-100%$1.9M———
SIH Partners, Lllp
N/A—20,392-20,392-100%$1.8M———
Cavalier Investments, LLC
N/A—20,085-20,085-100%$1.8M———
Nomura Asset Management Co LTD
N/A—19,900-19,900-100%$1.8M———
Joule Financial, LLC
N/A—19,897-19,897-100%$1.8M———
Legal & General Group Plc
N/A—19,800-19,800-100%$1.8M———
Pinnacle Financial Partners, Inc.
N/A—18,962-18,962-100%$1.7M———
LRI Investments, LLC
N/A—18,648-18,648-100%$1.7M———
Colonial Trust Advisors
N/A—18,561-18,561-100%$1.7M———
PNC Financial Services Group, Inc.
N/A—17,780-17,780-100%$1.6M———
&partners
N/A—17,760-17,760-100%$1.6M———
Liberty Square Wealth Partners LLC
N/A—17,439-17,439-100%$1.6M———
Kingsview Wealth Management, LLC
N/A—17,156-17,156-100%$1.6M———
Main Management LLC
N/A—16,202-16,202-100%$1.5M———
Empirical Asset Management, LLC
N/A—15,950-15,950-100%$1.4M———
Stratos Wealth Advisors, LLC
N/A—15,914-15,914-100%$1.4M———
Arkadios Wealth Advisors
N/A—15,908-15,908-100%$1.4M———
JTC Employer Solutions Trustee Ltd
N/A—15,753-15,753-100%$1.4M———
Modern Wealth Management, LLC
N/A—15,707-15,707-100%$1.4M———
Cascade Wealth Advisors, Inc
N/A—15,521-15,521-100%$1.6M———
AQR Capital Management LLC
N/A—15,513-15,513-100%$1.4M———
Colonial Trust Co / SC
N/A—15,055-15,055-100%$1.4M———
Tocqueville Asset Management L.P.
N/A—15,000-15,000-100%$1.4M———
GWN Securities Inc.
N/A—14,824-14,824-100%$1.3M———
Alexis Investment Partners, LLC
N/A—14,418-14,418-100%$1.3M———
Runnymede Capital Advisors, Inc.
N/A—14,305-14,305-100%$1.3M———
Insigneo Advisory Services, LLC
N/A—14,302-14,302-100%$1.3M———
Citadel Advisors LLC
N/A—14,138-14,138-100%$1.3M———
Generation Capital Management LLC
N/A—14,080-14,080-100%$1.3M———
Great Valley Advisor Group, Inc.
N/A—14,010-14,010-100%$1.3M———
Western Wealth Management, LLC
N/A—13,395-13,395-100%$1.2M———
Perennial Investment Advisors, LLC
N/A—13,365-13,365-100%$1.2M———
Houlihan Financial Resource Group, Ltd.
N/A—13,283-13,283-100%$1.2M———
CreativeOne Wealth, LLC
N/A—13,224-13,224-100%$1.2M———
Peapack Gladstone Financial Corp
N/A—13,159-13,159-100%$1.2M———
Schonfeld Strategic Advisors LLC
N/A—13,109-13,109-100%$1.2M———
AFT, Forsyth & Company, Inc.
N/A—13,090-13,090-100%$1.2M———
Allworth Financial LP
N/A—12,470-12,470-100%$1.1M———
World Investment Advisors
N/A—12,240-12,240-100%$987.6K———
Viawealth, LLC
N/A—12,049-12,049-100%$1.1M———
Hills Bank & Trust Co
N/A—11,777-11,777-100%$1.1M———
Kintra Wealth, LLC
N/A—11,655-11,655-100%$1.2M———
LGL Partners, LLC
N/A—11,635-11,635-100%$1.1M———
Rothschild Wealth LLC
N/A—11,440-11,440-100%$1.0M———
Point72 Asset Management, L.P.
N/A—11,427-11,427-100%$1.0M———
RWA Wealth Partners, LLC
N/A—11,393-11,393-100%$1.0M———
Buffalo Business & Estate Services LTD
N/A—11,387-11,387-100%$1.0M———
IFG Advisory, LLC
N/A—11,161-11,161-100%$1.0M———
Bank of Nova Scotia
N/A—11,062-11,062-100%$1.0M———
Capstone Investment Advisors, LLC
N/A—11,036-11,036-100%$999.9K———
Summit Financial, LLC
N/A—10,881-10,881-100%$985.8K———
JT Stratford LLC
N/A—10,859-10,859-100%$983.8K———
Brooks, Moore & Associates, Inc.
N/A—10,790-10,790-100%$977.6K———
Alexander Labrunerie & Co., Inc.
N/A—10,754-10,754-100%$974.3K———
Sound View Wealth Advisors Group, LLC
N/A—10,751-10,751-100%$974.0K———
Peak6 LLC
N/A—10,362-10,362-100%$938.8K———
LM Advisors LLC
N/A—10,355-10,355-100%$938.0K———
Next Capital Management LLC
N/A—10,342-10,342-100%$937.0K———
Monetary Management Group Inc
N/A—10,275-10,275-100%$930.9K———
Carr Financial Group Corp
N/A—10,225-10,225-100%$926.4K———
UBS Asset Management Americas LLC
N/A—10,205-10,205-100%$924.6K———
Global Retirement Partners, LLC
N/A—10,166-10,166-100%$921.0K———
III Capital Management
N/A—10,000-10,000-100%$906.0K———
Ameritas Advisory Services, LLC
N/A—9,821-9,821-100%$889.8K———
Pacific SUN Financial Corp
N/A—9,745-9,745-100%$882.9K———
Level Four Advisory Services, LLC
N/A—9,638-9,638-100%$873.2K———
Hilltop Holdings Inc.
N/A—9,510-9,510-100%$861.6K———
Oversea-Chinese Banking Corp Ltd
N/A—9,322-9,322-100%$844.6K———
Woodline Partners LP
N/A—9,321-9,321-100%$844.5K———
Summit Trail Advisors, LLC
N/A—9,306-9,306-100%$843.1K———
Allianz Asset Management GmbH
N/A—9,300-9,300-100%$842.6K———
EFG International AG
N/A—8,960-8,960-100%$812.8K———
HighPoint Advisor Group LLC
N/A—8,862-8,862-100%$802.9K———
EP Wealth Advisors, LLC
N/A—8,716-8,716-100%$789.7K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—8,568-8,568-100%$776.3K———
LOM Asset Management Ltd
N/A—8,245-8,245-100%$747.0K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—8,169-8,169-100%$740.1K———
Bulltick Wealth Management, LLC
N/A—8,028-8,028-100%$727.3K———
PeakShares LLC
N/A—8,000-8,000-100%$724.8K———
Cahill Financial Advisors Inc
N/A—7,911-7,911-100%$716.8K———
West Michigan Advisors, LLC
N/A—7,791-7,791-100%$705.9K———
AE Wealth Management LLC
N/A—7,562-7,562-100%$685.1K———
Holderness Investments Co
N/A—7,500-7,500-100%$679.5K———
PFG Investments, LLC
N/A—7,474-7,474-100%$677.2K———
Marex Group Ltd
N/A—7,424-7,424-100%$672.6K———
One Capital Management, LLC
N/A—7,415-7,415-100%$593.6K———
Rathbones Group PLC
N/A—7,260-7,260-100%$657.8K———
Saranac Partners Ltd
N/A—7,200-7,200-100%$652.0K———
Bayesian Capital Management, LP
N/A—7,060-7,060-100%$639.6K———
STG Securities, LLC
N/A—7,020-7,020-100%$636.0K———
Money Concepts Capital Corp
N/A—6,985-6,985-100%$632.9K———
Kropog Financial Group, LLC
N/A—6,717-6,717-100%$608.6K———
Composition Wealth, LLC
N/A—6,711-6,711-100%$608.0K———
Legacy Edge Advisors, LLC
N/A—6,696-6,696-100%$606.7K———
Savvy Advisors, Inc.
N/A—6,656-6,656-100%$603.0K———
Brown Advisory Inc
N/A—6,639-6,639-100%$601.5K———
D. E. Shaw & Co., Inc.
N/A—6,546-6,546-100%$592.8K———
Commerce Bank
N/A—6,533-6,533-100%$591.9K———
Stelac Advisory Services LLC
N/A—6,522-6,522-100%$590.9K———
GSA Capital Partners LLP
N/A—6,444-6,444-100%$584.0K———
HBK Sorce Advisory LLC
N/A—6,425-6,425-100%$650.9K———
United Capital Financial Advisors, LLC
N/A—6,424-6,424-100%$581.9K———
Mathes Company, Inc.
N/A—6,400-6,400-100%$580.0K———
Northstar Group, Inc.
N/A—6,315-6,315-100%$572.1K———
Madison Wealth Partners, Inc
N/A—6,279-6,279-100%$568.8K———
Caprock Group, LLC
N/A—6,271-6,271-100%$568.2K———
Quantum Portfolio Management LLC
N/A—6,108-6,108-100%$553.4K———
Turim 21 Investimentos Ltda.
N/A—6,100-6,100-100%$45.8K———
Flow Traders U.S. LLC
N/A—6,031-6,031-100%$546.0K———
Banque Cantonale Vaudoise
N/A—6,024-6,024-100%$545.0K———
Quarry LP
N/A—5,935-5,935-100%$537.7K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—5,840-5,840-100%$529.1K———
BTG Pactual Asset Management US LLC
N/A—5,751-5,751-100%$521.0K———
Fortis Capital Management LLC
N/A—5,737-5,737-100%$519.8K———
CIBC Bancorp USA Inc.
N/A—5,695-5,695-100%$516.0K———
Round Rock Advisors LLC
N/A—5,646-5,646-100%$511.5K———
Chevy Chase Trust Holdings, LLC
N/A—5,621-5,621-100%$509.3K———
Franklin Resources Inc
N/A—5,603-5,603-100%$507.6K———
Novak & Powell Financial Services, Inc.
N/A—5,525-5,525-100%$500.6K———
Cofg Advisors, LLC
N/A—5,450-5,450-100%$493.8K———
Voya Financial Advisors, Inc.
N/A—5,439-5,439-100%$488.9K———
RB Capital Management, LLC
N/A—5,343-5,343-100%$484.1K———
BBR Partners, LLC
N/A—5,267-5,267-100%$477.2K———
Plotkin Financial Advisors, LLC
N/A—5,254-5,254-100%$476.0K———
Vestmark Advisory Solutions, Inc.
N/A—5,130-5,130-100%$464.8K———
Edgestream Partners, L.P.
N/A—5,109-5,109-100%$462.9K———
TAGStone Capital, Inc.
N/A—5,090-5,090-100%$461.2K———
Alpine Woods Capital Investors, LLC
N/A—4,900-4,900-100%$443.9K———
Vienna Asset Management LLC
N/A—4,890-4,890-100%$443.1K———
LaSalle St. Investment Advisors, LLC
N/A—4,735-4,735-100%$429.0K———
Sharp Wealth Advisory, LLC
N/A—4,690-4,690-100%$424.9K———
Aristotle Capital Management, LLC
N/A—4,683-4,683-100%$424.3K———
BlackRock, Inc.
N/A—4,583-4,583-100%$415.2K———
Granite Bay Wealth Management, LLC
N/A—4,548-4,548-100%$412.0K———
Dearborn Partners LLC
N/A—4,515-4,515-100%$409.1K———
Strategic Wealth Partners, Ltd.
N/A—4,491-4,491-100%$406.9K———
Maxele Advisors, LLC
N/A—4,430-4,430-100%$401.4K———
Index Technologies Group LLC
N/A—4,415-4,415-100%$400.0K———
Applied Fundamental Research, LLC
N/A—4,294-4,294-100%$389.0K———
Mutual Advisors, LLC
N/A—4,271-4,271-100%$386.9K———
Warner Financial, Inc
N/A—4,248-4,248-100%$384.9K———
Canal Capital Management, LLC
N/A—4,232-4,232-100%$383.4K———
Credit Industriel ET Commercial
N/A—4,205-4,205-100%$381.0K———
Silver OAK Securities, Incorporated
N/A—4,175-4,175-100%$378.3K———
Twin Peaks Wealth Advisors, LLC
N/A—4,145-4,145-100%$375.5K———
IMA Advisory Services, Inc.
N/A—4,070-4,070-100%$368.7K———
Kickstand Ventures, Llc.
N/A—4,031-4,031-100%$365.2K———
Pine Valley Investments Ltd Liability Co
N/A—4,002-4,002-100%$362.6K———
KMT Wealth Management, LLC
N/A—3,945-3,945-100%$357.4K———
Tranquilli Financial Advisor LLC
N/A—3,908-3,908-100%$354.1K———
Pinebridge Investments LLC
N/A—3,906-3,906-100%$353.9K———
Militia Capital Management LLC
N/A—3,846-3,846-100%$348.4K———
Conservest Capital Advisors, Inc.
N/A—3,824-3,824-100%$346.5K———
Harvest Investment Services, LLC
N/A—3,800-3,800-100%$344.3K———
Coldstream Capital Management Inc
N/A—3,771-3,771-100%$341.7K———
First Foundation Advisors
N/A—3,746-3,746-100%$339.4K———
NewEdge Wealth, LLC
N/A—3,700-3,700-100%$335.2K———
SOA Wealth Advisors, Llc.
N/A—3,619-3,619-100%$327.9K———
MWA Asset Management
N/A—3,608-3,608-100%$326.9K———
Collaborative Capital Advisors LLC
N/A—3,600-3,600-100%$326.2K———
Centaurus Financial, Inc.
N/A—3,599-3,599-100%$326.0K———
Focus Partners Advisor Solutions, LLC
N/A—3,597-3,597-100%$325.9K———
OneDigital Investment Advisors LLC
N/A—3,592-3,592-100%$325.4K———
Betterment LLC
N/A—3,566-3,566-100%$323.0K———
Sankala Group LLC
N/A—3,550-3,550-100%$364.3K———
Moors & Cabot, Inc.
N/A—3,527-3,527-100%$319.5K———
Brown Brothers Harriman & Co
N/A—3,519-3,519-100%$318.8K———
Toronto Dominion Bank
N/A—3,507-3,507-100%$317.7K———
Bramshill Investments, LLC
N/A—3,500-3,500-100%$317.1K———
Flputnam Investment Management Co
N/A—3,486-3,486-100%$319.2K———
Neuberger Berman Group LLC
N/A—3,397-3,397-100%$307.8K———
Institute for Wealth Management, Llc.
N/A—3,388-3,388-100%$306.9K———
Clare Market Investments LLC
N/A—3,315-3,315-100%$300.3K———
Wealth Advisors of Tampa Bay, LLC
N/A—3,268-3,268-100%$296.1K———
Nwam LLC
N/A—3,234-3,234-100%$293.0K———
Westfuller Advisors, LLC
N/A—3,230-3,230-100%$292.7K———
Lansing Street Advisors
N/A—3,212-3,212-100%$291.0K———
Calton & Associates, Inc.
N/A—3,135-3,135-100%$284.1K———
Sequoia Financial Advisors, LLC
N/A—3,128-3,128-100%$283.4K———
Dakota Wealth Management
N/A—3,049-3,049-100%$276.2K———
Cadia Private Client LLC
N/A—3,002-3,002-100%$272.0K———
Hunter Perkins Capital Management, LLC
N/A—2,982-2,982-100%$270———
Garden State Investment Advisory Services LLC
N/A—2,975-2,975-100%$269.6K———
Gladstone Institutional Advisory LLC
N/A—2,959-2,959-100%$268.1K———
Muirfield Wealth Advisors LLC
N/A—2,951-2,951-100%$267.4K———
Hexagon Capital Partners LLC
N/A—2,936-2,936-100%$266.0K———
Texas Yale Capital Corp.
N/A—2,925-2,925-100%$265.0K———
Access Financial Services, Inc.
N/A—2,915-2,915-100%$264.1K———
Arrowroot Family Office, LLC
N/A—2,910-2,910-100%$263.6K———
Victory Capital Management Inc
N/A—2,898-2,898-100%$262.6K———
Pinnacle Family Advisors, LLC
N/A—2,880-2,880-100%$260.9K———
Cannell & Spears LLC
N/A—2,825-2,825-100%$255.9K———
Forum Finance Group S.A.
N/A—2,817-2,817-100%$206———
360 Financial, Inc.
N/A—2,815-2,815-100%$255.0K———
Kesler, Norman & Wride, LLC
N/A—2,807-2,807-100%$254.3K———
Renaissance Group LLC
N/A—2,724-2,724-100%$246.8K———
Cypress Capital Management LLC (WY)
N/A—2,702-2,702-100%$244.8K———
Advyzon Investment Management, LLC
N/A—2,668-2,668-100%$241.7K———
Ausdal Financial Partners, Inc.
N/A—2,649-2,649-100%$240.0K———
Ogorek Anthony Joseph
N/A—2,645-2,645-100%$239.0K———
Cary Street Partners Financial LLC
N/A—2,638-2,638-100%$239.0K———
Abbot Financial Management, Inc.
N/A—2,625-2,625-100%$237.8K———
Keystone Financial Group
N/A—2,560-2,560-100%$231.9K———
Banque Transatlantique SA
N/A—2,550-2,550-100%$231.0K———
Sequent Planning LLC
N/A—2,505-2,505-100%$227.0K———
Mission Creek Capital Partners, Inc.
N/A—2,467-2,467-100%$223.5K———
Dimension Capital Management LLC
N/A—2,464-2,464-100%$223.2K———
M&T Bank Corp
N/A—2,450-2,450-100%$222.0K———
Cedar Wealth Management, LLC
N/A—2,443-2,443-100%$221.3K———
Capital Analysts, LLC
N/A—2,424-2,424-100%$219.0K———
N.E.W. Advisory Services LLC
N/A—2,376-2,376-100%$215.3K———
Ceeto Capital Group, LLC
N/A—2,375-2,375-100%$215.0K———
Nicolet Bankshares Inc
N/A—2,354-2,354-100%$223.1K———
Kane Investment Management, Inc.
N/A—2,335-2,335-100%$211.6K———
Gateway Wealth Partners, LLC
N/A—2,283-2,283-100%$206.9K———
Fort Point Capital Partners LLC
N/A—2,273-2,273-100%$205.9K———
John A. Wolfe & Associates, Inc.
N/A—2,252-2,252-100%$204.1K———
Russell Investments Group, Ltd.
N/A—2,251-2,251-100%$204.0K———
Xcelsior Advisor Partners LLC
N/A—2,246-2,246-100%$203.5K———
Kovack Advisors, Inc.
N/A—2,211-2,211-100%$204.9K———
Aptus Capital Advisors, LLC
N/A—2,207-2,207-100%$200.0K———
Centrica Wealth Management, LLC
N/A—2,150-2,150-100%$198———
BFC Planning, Inc.
N/A—2,029-2,029-100%$183.9K———
Bartlett & Co. Wealth Management LLC
N/A—1,870-1,870-100%$169.4K———
Atomic Invest LLC
N/A—1,853-1,853-100%$166.6K———
Cheviot Value Management, LLC
N/A—1,850-1,850-100%$167.6K———
Regatta Research & Money Management
N/A—1,611-1,611-100%$145.8K———
Edmond de Rothschild Holding S.A.
N/A—1,574-1,574-100%$142.6K———
Smartleaf Asset Management LLC
N/A—1,521-1,521-100%$136.7K———
O'shaughnessy Asset Management, LLC
N/A—1,277-1,277-100%$115.7K———
Coppell Advisory Solutions LLC
N/A—1,223-1,223-100%$31.5M———
Ankerstar Wealth, LLC
N/A—1,175-1,175-100%$106.5K———
Huntington National Bank
N/A—1,162-1,162-100%$105.3K———
Delta Asset Management LLC
N/A—1,155-1,155-100%$104.6K———
Glen Eagle Advisors, LLC
N/A—1,141-1,141-100%$103.4K———
Geneos Wealth Management Inc.
N/A—1,115-1,115-100%$101.0K———
Copia Wealth Management
N/A—1,064-1,064-100%$96.4K———
Orion Capital Management LLC
N/A—1,060-1,060-100%$96.0K———
Abound Financial, LLC
N/A—1,020-1,020-100%$92.4K———
Founders Financial Alliance, LLC
N/A—995-995-100%$90.2K———
Howe & Rusling Inc
N/A—993-993-100%$90.0K———
FAS Wealth Partners, Inc.
N/A—850-850-100%$77.0K———
Anchor Investment Management, LLC
N/A—793-793-100%$71.9K———
Tanglewood Legacy Advisors, LLC
N/A—775-775-100%$70.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—744-744-100%$67.4K———
SouthState Bank Corp
N/A—655-655-100%$59.3K———
Fiduciary Financial Advisors
N/A—605-605-100%$54.7K———
Bogart Wealth, LLC
N/A—602-602-100%$54.5K———
SHP Wealth Management
N/A—579-579-100%$52.4K———
Aventura Private Wealth, LLC
N/A—562-562-100%$50.9K———
Reyl & Cie S.A.
N/A—507-507-100%$40.7K———
Purpose Unlimited Inc.
N/A—480-480-100%$43.5K———
Webster Bank, N. A.
N/A—450-450-100%$40.8K———
HM Payson & Co
N/A—450-450-100%$40.8K———
Vanguard National Trust Co
N/A—425-425-100%$38.5K———
Longitude (Cayman) Ltd.
N/A—400-400-100%$36.2K———
Fourth Dimension Wealth, LLC
N/A—393-393-100%$35.6K———
Kayne Anderson Rudnick Investment Management LLC
N/A—375-375-100%$34.0K———
Silicon Valley Capital Partners
N/A—370-370-100%$33.5K———
Cambient Family Office, LLC
N/A—350-350-100%$31.7K———
Nova Wealth Management, Inc.
N/A—335-335-100%$30.4K———
Whittier Trust Co
N/A—320-320-100%$30.3K———
Addison Advisors LLC
N/A—300-300-100%$27.2K———
Greykasell Wealth Strategies, Inc.
N/A—281-281-100%$25.4K———
Pinney & Scofield, Inc.
N/A—280-280-100%$25.4K———
Mpwm Advisory Solutions, LLC
N/A—272-272-100%$24.6K———
Pursuit Wealth Strategies, LLC
N/A—250-250-100%$22.7K———
Whittier Trust Co of Nevada Inc
N/A—236-236-100%$22.2K———
Darwin Wealth Management, LLC
N/A—207-207-100%$18.8K———
Quent Capital, LLC
N/A—200-200-100%$18.1K———
Allied Private Wealth LLC
N/A—195-195-100%$18.0K———
Lazard Asset Management LLC
N/A—179-179-100%$16.2K———
Morse Asset Management, Inc
N/A—149-149-100%$13.5K———
Tidemark, LLC
N/A—147-147-100%$13.3K———
Ancora Advisors LLCA
N/A—145-145-100%$13.1K———
Continuum Advisory, LLC
N/A—130-130-100%$11.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—110-110-100%$10.0K———
Strive Financial Group,LLC
N/A—94-94-100%$8.5K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—93-93-100%$8.4K———
Napier Financial, LLC
N/A—85-85-100%$7.7K———
Synergy Investment Management, LLC
N/A—68-68-100%$6.2K———
Rogco, LP
N/A—66-66-100%$6.0K———
Godfrey Financial Associates, Inc.
N/A—56-56-100%$5.1K———
ARK Investment Management LLC
N/A—56-56-100%$5.1K———
FWL Investment Management, LLC
N/A—50-50-100%$4.5K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—50-50-100%$4.5K———
Caitlin John, LLC
N/A—50-50-100%$4.5K———
GW&K Investment Management, LLC
N/A—48-48-100%$4———
Strategic Investment Solutions, Inc.
N/A—40-40-100%$3.6K———
Millstone Evans Group, LLC
N/A—37-37-100%$3.4K———
London Co of Virginia
N/A—35-35-100%$3.1K———
Ameriflex Group, Inc.
N/A—33-33-100%$3.0K———
Hantz Financial Services, Inc.
N/A—28-28-100%$3———
Crewe Advisors LLC
N/A—17-17-100%$1.5K———
Dunhill Financial, LLC
N/A—10-10-100%$906———
Berkshire Capital Holdings Inc
N/A—10-10-100%$906———
Showing 969 of 969 institutions