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Ishares Semiconductor ETF (SOXX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares884,702 from 742,736
Change+141,966 (+19%)
Value$503.1K (-$475.4M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares678,393 from 184,015
Change+494,378 (+269%)
Value$385.8M (+$267.9M)
Filed 2026-11-04
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares675,847 from 571,693
Change+104,154 (+18%)
Value$384.3M (+$18.0M)
Filed 2026-11-05
Imc-Chicago, LLC
NEW
Shares436,696
Change+436,696
Value$248.3M
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares381,329 from 367,193
Change+14,136 (+4%)
Value$216.8M (-$18.4M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares233,990 from 241,515
Change-7,525 (-3%)
Value$133.1M (-$21.7M)
Filed 2026-11-02
Howard Capital Management, LLC
INCREASED
Shares232,359 from 232,236
Change+123 (+0%)
Value$132.1M (-$16.7M)
Filed 2026-10-16
Y.D. More Investments Ltd
INCREASED
Shares228,215 from 202,142
Change+26,073 (+13%)
Value$129.7M (+$216.5K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares187,322 from 176,823
Change+10,499 (+6%)
Value$106.5K (-$113.2M)
Filed 2026-11-02
Simplex Trading, LLC
DECREASED
Shares159,817 from 161,532
Change-1,715 (-1%)
Value$90.9M (-$12.6M)
Filed 2026-11-04
Greenwood Gearhart LLC
INCREASED
Shares133,808 from 115,823
Change+17,985 (+16%)
Value$76.1M (+$1.9M)
Filed 2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares114,419 from 111,185
Change+3,234 (+3%)
Value$65.1M (-$6.2M)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares100,281 from 101,270
Change-989 (-1%)
Value$57.0M (-$7.9M)
Filed 2026-10-30
Traynor Capital Management, Inc.
DECREASED
Shares83,808 from 85,270
Change-1,462 (-2%)
Value$47.7M (-$7.0M)
Filed 2026-10-29
Yarbrough Capital, LLC
UNCHANGED
Shares82,383 from 82,383
Change0 (0%)
Value$46.8M (-$5.9M)
Filed 2026-10-19
Meitav Investment House LTD
INCREASED
Shares81,358 from 12,499
Change+68,859 (+551%)
Value$46.2M (+$38.2M)
Filed 2026-10-28
Exchange Traded Concepts, LLC
DECREASED
Shares79,081 from 101,355
Change-22,274 (-22%)
Value$45.0M (-$20.0M)
Filed 2026-10-28
Ayalon Insurance Comp Ltd.
INCREASED
Shares73,076 from 28,100
Change+44,976 (+160%)
Value$41.6K (+$23.5K)
Filed 2026-10-08
Oppenheimer & Co Inc
DECREASED
Shares70,621 from 70,842
Change-221 (0%)
Value$40.2M (-$5.2M)
Filed 2026-10-26
Albion Financial Group
INCREASED
Shares70,239 from 2
Change+70,237 (+3511850%)
Value$39.9M (+$39.9M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares68,417 from 50,367
Change+18,050 (+36%)
Value$38.9M (+$6.6M)
Filed 2026-11-02
True Private Wealth Advisors
INCREASED
Shares67,762 from 67,709
Change+53 (+0%)
Value$38.5M (-$4.9M)
Filed 2026-10-19
TD Waterhouse Canada Inc.
INCREASED
Shares65,985 from 65,681
Change+304 (+0%)
Value$38.0M (-$1.3M)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares60,503 from 60,324
Change+179 (+0%)
Value$34.1M (-$988.7K)
Filed 2026-10-13
Diversify Wealth Management, LLC
INCREASED
Shares57,408 from 35,355
Change+22,053 (+62%)
Value$29.5M (+$11.3M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares57,408 from 35,355
Change+22,053 (+62%)
Value$29.5M (+$11.3M)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares52,889 from 773
Change+52,116 (+6742%)
Value$27.2M (+$26.7M)
Filed 2026-11-03
Howard Capital Management Group, LLC
NEW
Shares51,054
Change+51,054
Value$29.0M
Filed 2026-10-16
United Asset Strategies, Inc.
INCREASED
Shares50,459 from 48,982
Change+1,477 (+3%)
Value$28.7M (-$2.7M)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares48,525 from 51,635
Change-3,110 (-6%)
Value$27.6M (-$5.5M)
Filed 2026-10-13
Marks Wealth, LLC
DECREASED
Shares45,185 from 48,876
Change-3,691 (-8%)
Value$25.7M (-$5.6M)
Filed 2026-10-30
Union Bancaire Privee, UBP SA
INCREASED
Shares44,273 from 17,029
Change+27,244 (+160%)
Value$21.6M (+$12.6M)
Filed 2026-11-04
Bensler, LLC
NEW
Shares42,855
Change+42,855
Value$24.4M
Filed 2026-11-05
Redstone Wealth Management, LLC
INCREASED
Shares42,386 from 41,353
Change+1,033 (+3%)
Value$24.1M (-$2.4M)
Filed 2026-10-20
Galvin, Gaustad & Stein, LLC
DECREASED
Shares38,663 from 38,965
Change-302 (-1%)
Value$22.0M (-$3.0M)
Filed 2026-10-08
Vantage Investment Partners, LLC
DECREASED
Shares38,518 from 40,630
Change-2,112 (-5%)
Value$21.9M (-$4.1M)
Filed 2026-10-27
Capital Investment Counsel, LLC
DECREASED
Shares36,538 from 37,945
Change-1,407 (-4%)
Value$20.8M (-$3.5M)
Filed 2026-10-14
VMS Asset Management Limited
INCREASED
Shares36,221 from 7,890
Change+28,331 (+359%)
Value$20.6M (+$15.5M)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares35,942 from 19,927
Change+16,015 (+80%)
Value$20.4M (+$7.7M)
Filed 2026-10-16
Toth Financial Advisory Corp
DECREASED
Shares34,874 from 35,903
Change-1,029 (-3%)
Value$19.8M (-$3.2M)
Filed 2026-10-08
KCM Investment Advisors LLC
INCREASED
Shares33,948 from 31,825
Change+2,123 (+7%)
Value$19.3M (-$1.1M)
Filed 2026-10-27
Financial Partners Group, Inc
DECREASED
Shares32,835 from 45,977
Change-13,142 (-29%)
Value$18.7M (-$10.8M)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
INCREASED
Shares30,666 from 30,579
Change+87 (+0%)
Value$17.4M (-$2.2M)
Filed 2026-10-30
Agur Provident & Training Funds Management LTD
NEW
Shares30,300
Change+30,300
Value$172.3K
Filed 2026-11-02
Fulton Bank, N.A.
INCREASED
Shares29,554 from 28,909
Change+645 (+2%)
Value$16.8M (-$1.7M)
Filed 2026-10-14
MacKenzie Financial Corp
DECREASED
Shares28,357 from 32,066
Change-3,709 (-12%)
Value$16.1M (-$4.4M)
Filed 2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares27,757 from 27,349
Change+408 (+1%)
Value$15.8M (-$1.7M)
Filed 2026-10-08
Creative Planning
INCREASED
Shares26,867 from 26,652
Change+215 (+1%)
Value$15.3M (-$1.8M)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares26,706 from 21,936
Change+4,770 (+22%)
Value$15.2M (+$1.1M)
Filed 2026-10-16
CMH Wealth Management LLC
INCREASED
Shares26,352 from 25,661
Change+691 (+3%)
Value$15.0M (-$1.5M)
Filed 2026-10-22
Valley Wealth Managers, Inc.
INCREASED
Shares26,200 from 22,055
Change+4,145 (+19%)
Value$14.9M (+$766.4K)
Filed 2026-10-09
Meridian Wealth Management, LLC
DECREASED
Shares25,608 from 26,698
Change-1,090 (-4%)
Value$14.6M (-$2.5M)
Filed 2026-11-05
Welch & Forbes LLC
INCREASED
Shares23,988 from 1,434
Change+22,554 (+1573%)
Value$13.6M (+$12.7M)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares23,247 from 23,193
Change+54 (+0%)
Value$13.2K (-$14.8M)
Filed 2026-10-26
SteelPeak Wealth, LLC
INCREASED
Shares22,291 from 21,364
Change+927 (+4%)
Value$12.7M (-$1.0M)
Filed 2026-10-16
Absolute Capital Management, LLC
DECREASED
Shares22,200 from 27,850
Change-5,650 (-20%)
Value$12.6M (-$5.2M)
Filed 2026-10-16
Sowell Financial Services LLC
INCREASED
Shares22,160 from 15,471
Change+6,689 (+43%)
Value$12.6M (+$2.7M)
Filed 2026-10-23
Cottonwood Capital Advisors, LLC
INCREASED
Shares21,945 from 21,813
Change+132 (+1%)
Value$12.5M (-$1.5M)
Filed 2026-10-20
Cadent Capital Advisors, LLC
DECREASED
Shares21,559 from 49,460
Change-27,901 (-56%)
Value$12.3M (-$19.4M)
Filed 2026-10-09
Woodmont Investment Counsel LLC
INCREASED
Shares20,722 from 20,653
Change+69 (+0%)
Value$11.8M (-$1.5M)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares20,514 from 14,817
Change+5,697 (+38%)
Value$11.7M (+$2.2M)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares20,085 from 19,219
Change+866 (+5%)
Value$11.4M (-$893.3K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
DECREASED
Shares20,053 from 21,586
Change-1,533 (-7%)
Value$11.4M (-$2.4M)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares19,561 from 20,276
Change-715 (-4%)
Value$11.1M (-$1.9M)
Filed 2026-10-30
AdvisorNet Financial, Inc
DECREASED
Shares19,306 from 22,586
Change-3,280 (-15%)
Value$10.0M (-$4.4M)
Filed 2026-10-15
Evolution Wealth Advisors, LLC
DECREASED
Shares18,985 from 19,140
Change-155 (-1%)
Value$10.8M (-$1.5M)
Filed 2026-11-03
Silverleafe Capital Partners, LLC
DECREASED
Shares18,894 from 23,239
Change-4,345 (-19%)
Value$10.7M (-$4.1M)
Filed 2026-10-02
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares18,881 from 69
Change+18,812 (+27264%)
Value$10.7M (+$10.7M)
Filed 2026-10-05
Blue Zone Wealth Advisors, LLC
NEW
Shares18,448
Change+18,448
Value$10.5M
Filed 2026-10-19
Geremia Financial Services, LLC
UNCHANGED
Shares18,422 from 18,422
Change0 (0%)
Value$10.5M (-$1.3M)
Filed 2026-10-19
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares18,288 from 3,890
Change+14,398 (+370%)
Value$10.4M (+$7.9M)
Filed 2026-10-29
Royal Fund Management, LLC
NEW
Shares16,997
Change+16,997
Value$9.7M
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED
Shares16,971 from 17,261
Change-290 (-2%)
Value$9.7M (-$1.4M)
Filed 2026-11-05
Avaii Wealth Management, LLC
DECREASED
Shares16,690 from 17,617
Change-927 (-5%)
Value$9.8M (-$1.5M)
Filed 2026-10-09
Integrated Capital Management, LLC
INCREASED
Shares16,671 from 16,506
Change+165 (+1%)
Value$9.5M (-$1.1M)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares16,517 from 14,934
Change+1,583 (+11%)
Value$9.4M (-$176.6K)
Filed 2026-11-05
Strategic Blueprint, LLC
DECREASED
Shares16,414 from 16,614
Change-200 (-1%)
Value$9.3M (-$1.3M)
Filed 2026-10-22
Vontobel Holding Ltd.
INCREASED
Shares16,367 from 5,515
Change+10,852 (+197%)
Value$9.3M (+$5.8M)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares16,070 from 11,975
Change+4,095 (+34%)
Value$9.1M (+$1.6M)
Filed 2026-10-08
Gimbal Financial
NEW
Shares16,003
Change+16,003
Value$9.1M
Filed 2026-10-19
US Bancorp \de\
INCREASED
Shares15,043 from 8,402
Change+6,641 (+79%)
Value$8.6M (+$3.2M)
Filed 2026-11-05
Family Legacy, Inc.
DECREASED
Shares15,022 from 15,286
Change-264 (-2%)
Value$8.5M (-$1.3M)
Filed 2026-10-13
Sharper & Granite LLC
INCREASED
Shares14,925 from 13,026
Change+1,899 (+15%)
Value$4.9M (-$3.4M)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares14,473 from 14,468
Change+5 (+0%)
Value$8.2M (-$1.0M)
Filed 2026-10-16
Beacon Financial Planning, Inc
DECREASED
Shares13,910 from 14,994
Change-1,084 (-7%)
Value$7.9M (-$1.7M)
Filed 2026-11-04
Global Wealth Strategies & Associates
DECREASED
Shares13,861 from 13,880
Change-19 (0%)
Value$7.9M (-$1.0M)
Filed 2026-10-02
Midwest Financial Group LLC
INCREASED
Shares13,765 from 12,286
Change+1,479 (+12%)
Value$7.8M (-$45.2K)
Filed 2026-10-15
Dala Group, LLC
INCREASED
Shares13,544 from 12,961
Change+583 (+5%)
Value$7.7M (-$603.0K)
Filed 2026-10-29
Brookstone Capital Management
INCREASED
Shares13,198 from 6,754
Change+6,444 (+95%)
Value$7.5M (+$3.2M)
Filed 2026-10-22
Tepp RIA, LLC
DECREASED
Shares12,933 from 14,465
Change-1,532 (-11%)
Value$7.4M (-$1.9M)
Filed 2026-10-14
Polaris Financial Partners
NEW
Shares12,886
Change+12,886
Value$7.3K
Filed 2026-10-02
Steele Capital Management, Inc.
INCREASED
Shares12,401 from 10,121
Change+2,280 (+23%)
Value$7.1M (+$566.7K)
Filed 2026-11-02
Rakuten Investment Management, Inc.
DECREASED
Shares12,320 from 31,297
Change-18,977 (-61%)
Value$7.0M (-$12.2M)
Filed 2026-10-30
Lake Hills Wealth Management, LLC
DECREASED
Shares12,218 from 14,996
Change-2,778 (-19%)
Value$6.9M (-$2.7M)
Filed 2026-10-07
Krilogy Financial LLC
INCREASED
Shares12,170 from 11,591
Change+579 (+5%)
Value$6.6M (-$796.4K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares12,038 from 11,473
Change+565 (+5%)
Value$6.8M (-$506.1K)
Filed 2026-10-21
Aprio Wealth Management, LLC
DECREASED
Shares11,945 from 12,768
Change-823 (-6%)
Value$6.8M (-$1.4M)
Filed 2026-10-28
Magnus Financial Group LLC
DECREASED
Shares11,912 from 11,916
Change-4 (0%)
Value$6.8M (-$861.7K)
Filed 2026-10-21
Green Ridge Wealth Planning LLC
INCREASED
Shares11,644 from 9,028
Change+2,616 (+29%)
Value$6.6M (+$836.5K)
Filed 2026-10-08
Genoa Capital Gestora de Recursos Ltda.
NEW
Shares11,356
Change+11,356
Value$6.5M
Filed 2026-10-20
Greenspring Advisors, LLC
INCREASED
Shares10,838 from 5,401
Change+5,437 (+101%)
Value$6.2M (+$2.7M)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares10,729 from 110,838
Change-100,109 (-90%)
Value$5.5M (-$65.5M)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares10,291 from 10,126
Change+165 (+2%)
Value$5.9M (-$636.5K)
Filed 2026-10-29
Klingman & Associates, LLC
DECREASED
Shares9,969 from 11,969
Change-2,000 (-17%)
Value$5.7M (-$2.0M)
Filed 2026-10-20
Keybank National Association
INCREASED
Shares9,653 from 9,328
Change+325 (+3%)
Value$5.5M (-$487.9K)
Filed 2026-11-04
Washington Growth Strategies LLC
INCREASED
Shares9,614 from 9,548
Change+66 (+1%)
Value$5.5M (-$651.1K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED
Shares9,541 from 6,981
Change+2,560 (+37%)
Value$5.4M (+$952.0K)
Filed 2026-10-23
Moss Adams Wealth Advisors LLC
DECREASED
Shares9,245 from 9,518
Change-273 (-3%)
Value$5.3M (-$841.6K)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
DECREASED
Shares9,140 from 9,521
Change-381 (-4%)
Value$5.2M (-$903.2K)
Filed 2026-10-19
Matrix Trust Co
DECREASED
Shares9,097 from 9,479
Change-382 (-4%)
Value$5.2K (-$901)
Filed 2026-10-07
Financially Speaking Inc
INCREASED
Shares9,069 from 25
Change+9,044 (+36176%)
Value$5.2M (+$5.1M)
Filed 2026-11-05
Washburn Capital Management, Inc.
INCREASED
Shares8,895 from 7,375
Change+1,520 (+21%)
Value$5.1M (+$332.4K)
Filed 2026-10-19
Apollon Wealth Management, LLC
DECREASED
Shares8,690 from 9,002
Change-312 (-3%)
Value$4.9M (-$826.4K)
Filed 2026-10-23
Mesirow Financial Investment Management, Inc.
DECREASED
Shares8,634 from 9,475
Change-841 (-9%)
Value$4.9M (-$1.2M)
Filed 2026-11-05
Grandview Asset Management LLC
DECREASED
Shares8,625 from 11,848
Change-3,223 (-27%)
Value$4.9M (-$2.7M)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares8,585 from 11,700
Change-3,115 (-27%)
Value$4.9M (-$2.6M)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares8,424 from 7,298
Change+1,126 (+15%)
Value$4.8M (+$114.2K)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares8,404 from 8,794
Change-390 (-4%)
Value$4.8M (-$855.7K)
Filed 2026-10-14
Avior Wealth Management, LLC
INCREASED
Shares8,399 from 7,130
Change+1,269 (+18%)
Value$4.8M (+$207.3K)
Filed 2026-10-13
Comprehensive Financial Planning, Inc.
INCREASED
Shares8,192 from 7,820
Change+372 (+5%)
Value$4.7M (-$352.6K)
Filed 2026-10-27
Focus Financial Network, Inc.
DECREASED
Shares7,879 from 8,798
Change-919 (-10%)
Value$4.5M (-$1.2M)
Filed 2026-10-14
Pennsylvania Capital Management Inc
DECREASED
Shares7,826 from 7,990
Change-164 (-2%)
Value$4.5M (-$669.6K)
Filed 2026-11-05
Prospera Financial Services Inc
DECREASED
Shares7,763 from 26,159
Change-18,396 (-70%)
Value$3.7M (-$13.1M)
Filed 2026-11-04
Sovran Advisors, LLC
INCREASED
Shares7,656 from 5,074
Change+2,582 (+51%)
Value$3.9M (+$1.4M)
Filed 2026-11-02
Mirabaud & Cie SA
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$4.3M (-$540.9K)
Filed 2026-10-27
Paragon Private Wealth Management, LLC
INCREASED
Shares7,490 from 1,595
Change+5,895 (+370%)
Value$4.3M (+$3.2M)
Filed 2026-10-20
Peachtree Investment Partners, LLC
DECREASED
Shares7,402 from 17,499
Change-10,097 (-58%)
Value$4.2M (-$7.0M)
Filed 2026-11-05
Ashton Thomas Securities, LLC
NEW
Shares7,307
Change+7,307
Value$4.2M
Filed 2026-10-26
Victory Financial Group, LLC
INCREASED
Shares7,261 from 6,880
Change+381 (+6%)
Value$4.1M (-$279.5K)
Filed 2026-10-27
Armor Investment Advisors, LLC
DECREASED
Shares7,249 from 7,897
Change-648 (-8%)
Value$4.1M (-$938.0K)
Filed 2026-10-27
Verus Capital Partners, LLC
INCREASED
Shares7,158 from 1,836
Change+5,322 (+290%)
Value$4.1M (+$2.9M)
Filed 2026-11-03
Insight Wealth Partners, LLC
DECREASED
Shares7,039 from 8,117
Change-1,078 (-13%)
Value$4.0M (-$1.2M)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED
Shares7,031 from 536
Change+6,495 (+1212%)
Value$4.0M (+$3.7M)
Filed 2026-10-13
High Point Wealth Management, LLC
DECREASED
Shares6,843 from 7,205
Change-362 (-5%)
Value$3.9M (-$725.2K)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares6,809 from 7,008
Change-199 (-3%)
Value$3.9M (-$618.6K)
Filed 2026-10-28
S&A Financial Services, Inc.
DECREASED
Shares6,551 from 6,642
Change-91 (-1%)
Value$3.7M (-$530.7K)
Filed 2026-11-03
Dedeker Financial LLC
INCREASED
Shares6,470 from 6,459
Change+11 (+0%)
Value$3.7M (-$459.1K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares6,410 from 9,544
Change-3,134 (-33%)
Value$3.6M (-$2.5M)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares6,351 from 5,724
Change+627 (+11%)
Value$3.6M (-$56.3K)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
DECREASED
Shares6,319 from 6,472
Change-153 (-2%)
Value$3.6M (-$553.6K)
Filed 2026-11-03
William John Sempolinski
DECREASED
Shares6,296 from 7,906
Change-1,610 (-20%)
Value$3.6M (-$1.5M)
Filed 2026-10-20
Genesee Capital Advisors, LLC
DECREASED
Shares6,285 from 6,412
Change-127 (-2%)
Value$3.6M (-$535.0K)
Filed 2026-10-20
Gold Investment Management Ltd.
DECREASED
Shares6,284 from 6,578
Change-294 (-4%)
Value$3.6M (-$641.6K)
Filed 2026-10-19
RWQ Financial Management Services, Inc.
DECREASED
Shares6,260 from 11,155
Change-4,895 (-44%)
Value$3.6M (-$3.6M)
Filed 2026-10-19
Berbice Capital Management LLC
INCREASED
Shares6,103 from 5,493
Change+610 (+11%)
Value$3.5M (-$49.3K)
Filed 2026-10-13
Forte Asset Management LLC
INCREASED
Shares6,031 from 5,459
Change+572 (+10%)
Value$3.4M (-$68.5K)
Filed 2026-10-13
Corrado Advisors, LLC
DECREASED
Shares5,911 from 7,346
Change-1,435 (-20%)
Value$3.4M (-$1.3M)
Filed 2026-10-27
Commonwealth Financial Services, LLC
DECREASED
Shares5,718 from 13,895
Change-8,177 (-59%)
Value$3.3M (-$5.7M)
Filed 2026-10-20
VVR Holdings LLC
INCREASED
Shares5,649 from 2,812
Change+2,837 (+101%)
Value$3.2M (+$1.4M)
Filed 2026-10-19
Joseph P. Lucia & Associates, LLC
DECREASED
Shares5,399 from 5,668
Change-269 (-5%)
Value$3.1M (-$561.7K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares5,325 from 3,797
Change+1,528 (+40%)
Value$3.0M (+$594.7K)
Filed 2026-11-03
CDM Financial Counseling Services, Inc.
INCREASED
Shares5,315 from 5,210
Change+105 (+2%)
Value$3.0M (-$315.9K)
Filed 2026-10-15
First Financial Bank - Trust Division
DECREASED
Shares5,184 from 5,349
Change-165 (-3%)
Value$2.9M (-$479.6K)
Filed 2026-10-01
Golden State Wealth Management, LLC
INCREASED
Shares5,175 from 5,082
Change+93 (+2%)
Value$2.9M (-$313.6K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares5,151 from 5,578
Change-427 (-8%)
Value$2.9M (-$645.1K)
Filed 2026-10-21
First International Bank of Israel Ltd.
DECREASED
Shares4,975 from 7,055
Change-2,080 (-29%)
Value$2.8M (-$1.7M)
Filed 2026-11-04
Moran Wealth Management, LLC
INCREASED
Shares4,967 from 4,593
Change+374 (+8%)
Value$2.8M (-$118.6K)
Filed 2026-10-22
Robertson Stephens Wealth Management, LLC
DECREASED
Shares4,927 from 5,753
Change-826 (-14%)
Value$2.8M (-$884.6K)
Filed 2026-10-16
Capstone Wealth Management Group, Inc.
DECREASED
Shares4,707 from 4,927
Change-220 (-4%)
Value$2.7M (-$480.3K)
Filed 2026-10-19
Wedbush Securities Inc
INCREASED
Shares4,660 from 3,133
Change+1,527 (+49%)
Value$2.7K (-$2.0M)
Filed 2026-10-22
PW Nova Financial Services LLC
INCREASED
Shares4,504 from 4,322
Change+182 (+4%)
Value$2.6M (-$208.2K)
Filed 2026-10-15
Transcendent Capital Group LLC
DECREASED
Shares4,450 from 5,233
Change-783 (-15%)
Value$2.5M (-$822.7K)
Filed 2026-10-28
Lionshead Wealth Management, LLC
UNCHANGED
Shares4,413 from 4,413
Change0 (0%)
Value$2.5M (-$318.2K)
Filed 2026-10-21
Montag A & Associates Inc
INCREASED
Shares4,405 from 3,870
Change+535 (+14%)
Value$2.5M (+$25.1K)
Filed 2026-10-29
Chicago Partners Investment Group LLC
INCREASED
Shares4,399 from 3,986
Change+413 (+10%)
Value$2.1M (-$93.4K)
Filed 2026-10-27
City Holding Co
DECREASED
Shares4,301 from 4,361
Change-60 (-1%)
Value$2.4M (-$348.6K)
Filed 2026-10-19
Root Financial Partners, LLC
DECREASED
Shares4,297 from 4,356
Change-59 (-1%)
Value$2.4M (-$347.7K)
Filed 2026-10-21
Northland Securities, Inc.
INCREASED
Shares4,251 from 4,145
Change+106 (+3%)
Value$2.4M (-$238.7K)
Filed 2026-11-02
Valeo Financial Advisors, LLC
DECREASED
Shares4,224 from 4,328
Change-104 (-2%)
Value$2.4M (-$371.2K)
Filed 2026-10-08
Bokf, NA
INCREASED
Shares4,190 from 17
Change+4,173 (+24547%)
Value$2.4M (+$2.4M)
Filed 2026-10-27
Vista Investment Partners II, LLC
INCREASED
Shares4,189 from 3,978
Change+211 (+5%)
Value$2.4M (-$166.9K)
Filed 2026-10-15
Telos Capital Management, Inc.
DECREASED
Shares4,174 from 4,211
Change-37 (-1%)
Value$2.4M (-$324.7K)
Filed 2026-11-02
Carnegie Investment Counsel
INCREASED
Shares4,085 from 2,844
Change+1,241 (+44%)
Value$2.3M (+$500.6K)
Filed 2026-10-20
First Heartland Consultants, Inc.
DECREASED
Shares4,075 from 4,094
Change-19 (0%)
Value$2.3M (-$306.0K)
Filed 2026-10-08
Ritholtz Wealth Management
DECREASED
Shares4,068 from 4,514
Change-446 (-10%)
Value$2.3M (-$579.4K)
Filed 2026-11-05
McHugh Group, LLC
UNCHANGED
Shares4,033 from 4,033
Change0 (0%)
Value$2.3M (-$290.9K)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares4,023 from 3,961
Change+62 (+2%)
Value$2.3M (-$250.0K)
Filed 2026-11-03
StoryOne LLC
INCREASED
Shares4,002 from 1,935
Change+2,067 (+107%)
Value$2.3M (+$1.0M)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED
Shares3,998 from 102
Change+3,896 (+3820%)
Value$2.3M (+$2.2M)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares3,895 from 3,746
Change+149 (+4%)
Value$2.2M (-$185.2K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
DECREASED
Shares3,893 from 3,909
Change-16 (0%)
Value$2.2M (-$291.0K)
Filed 2026-10-27
Somerset Trust Co
INCREASED
Shares3,881 from 3,666
Change+215 (+6%)
Value$2.2M (-$142.1K)
Filed 2026-10-13
Pacific Center for Financial Services
DECREASED
Shares3,874 from 4,056
Change-182 (-4%)
Value$2.2M (-$396.2K)
Filed 2026-10-15
Vigilare Wealth Management
NEW
Shares3,870
Change+3,870
Value$2.2M
Filed 2026-10-29
Ascentis Independent Advisors
INCREASED
Shares3,833 from 23
Change+3,810 (+16565%)
Value$2.2M (+$2.2M)
Filed 2026-11-03
Pinnacle Associates LTD
DECREASED
Shares3,833 from 3,886
Change-53 (-1%)
Value$2.2M (-$310.3K)
Filed 2026-10-20
Robinson Value Management, Ltd.
INCREASED
Shares3,767 from 3,587
Change+180 (+5%)
Value$2.1M (-$156.3K)
Filed 2026-10-20
Juncture Wealth Strategies, LLC
DECREASED
Shares3,636 from 3,966
Change-330 (-8%)
Value$2.1M (-$473.8K)
Filed 2026-10-06
Finley Financial, LLC
INCREASED
Shares3,622 from 3,282
Change+340 (+10%)
Value$2.1M (-$15.5K)
Filed 2026-10-28
Activest Wealth Management
INCREASED
Shares3,596 from 3,361
Change+235 (+7%)
Value$2.0M (-$108.8K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
DECREASED
Shares3,583 from 3,643
Change-60 (-2%)
Value$2.0M (-$296.6K)
Filed 2026-10-30
McAdam, LLC
INCREASED
Shares3,582 from 3,307
Change+275 (+8%)
Value$2.0M (-$82.2K)
Filed 2026-10-21
Midwest Trust Co
DECREASED
Shares3,559 from 3,574
Change-15 (0%)
Value$2.0M (-$266.3K)
Filed 2026-10-22
Independent Wealth Network Inc.
INCREASED
Shares3,526 from 3,250
Change+276 (+8%)
Value$2.0M (-$77.2K)
Filed 2026-10-19
Cyndeo Wealth Partners, LLC
DECREASED
Shares3,502 from 3,591
Change-89 (-2%)
Value$2.0M (-$309.6K)
Filed 2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares3,470 from 3,495
Change-25 (-1%)
Value$2.0M (-$266.2K)
Filed 2026-10-23
Indivisible Partners
NEW
Shares3,452
Change+3,452
Value$2.0M
Filed 2026-10-26
Lyell Wealth Management, LP
INCREASED
Shares3,404 from 3,178
Change+226 (+7%)
Value$1.9M (-$100.7K)
Filed 2026-10-30
Wagner Wealth Management, Corp
INCREASED
Shares3,390 from 690
Change+2,700 (+391%)
Value$1.9M (+$1.5M)
Filed 2026-10-20
Bay Harbor Wealth Management, LLC
INCREASED
Shares3,382 from 3,380
Change+2 (+0%)
Value$1.9M (-$242.6K)
Filed 2026-11-03
AMI Asset Management Corp
NEW
Shares3,350
Change+3,350
Value$1.9M
Filed 2026-10-20
Crestwood Advisors Group, LLC
DECREASED
Shares3,340 from 4,134
Change-794 (-19%)
Value$1.9M (-$749.6K)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares3,306 from 3,106
Change+200 (+6%)
Value$1.9M (-$110.3K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares3,216 from 3,447
Change-231 (-7%)
Value$1.8M (-$429.2K)
Filed 2026-10-23
Florin Court Capital LLP
INCREASED
Shares3,200 from 2,600
Change+600 (+23%)
Value$1.8M (+$153.7K)
Filed 2026-11-02
Ironwood Financial, llc
DECREASED
Shares3,175 from 3,205
Change-30 (-1%)
Value$1.8M (+$31.1K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
INCREASED
Shares3,154 from 2,552
Change+602 (+24%)
Value$1.8M (+$954.8K)
Filed 2026-10-13
Ellis Investment Partners, LLC
UNCHANGED
Shares3,154 from 3,154
Change0 (0%)
Value$1.8M (-$227.2K)
Filed 2026-10-21
IPG Investment Advisors LLC
INCREASED
Shares3,145 from 1,422
Change+1,723 (+121%)
Value$1.8M (+$877.2K)
Filed 2026-10-30
Bright Financial Advisors, Inc.
INCREASED
Shares3,094 from 3,067
Change+27 (+1%)
Value$1.8M (-$205.9K)
Filed 2026-10-23
Independence Bank of Kentucky
DECREASED
Shares3,082 from 3,194
Change-112 (-4%)
Value$1.8M (-$294.0K)
Filed 2026-10-26
Prairie Advisory, LLC
INCREASED
Shares3,054 from 1,466
Change+1,588 (+108%)
Value$1.7M (+$797.1K)
Filed 2026-10-19
NLB Skladi, upravljanje premozenja, d.o.o.
NEW
Shares3,053
Change+3,053
Value$1.7M
Filed 2026-10-22
Schear Investment Advisers, LLC
NEW
Shares3,024
Change+3,024
Value$1.7M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares3,024 from 3,798
Change-774 (-20%)
Value$1.7M (-$714.4K)
Filed 2026-10-14
GSG Advisors LLC
INCREASED
Shares3,003 from 3,001
Change+2 (+0%)
Value$1.7M (-$215.4K)
Filed 2026-11-03
Obermeyer Wealth Partners
UNCHANGED
Shares2,979 from 2,979
Change0 (0%)
Value$1.7M (-$214.8K)
Filed 2026-10-21
Beacon Financial Advisory LLC
INCREASED
Shares2,976 from 2,899
Change+77 (+3%)
Value$1.7M (-$165.1K)
Filed 2026-10-16
Westside Investment Management, Inc.
UNCHANGED
Shares2,973 from 2,973
Change0 (0%)
Value$1.7M (-$214.4K)
Filed 2026-11-02
Apollon Financial, LLC
INCREASED
Shares2,953 from 2,684
Change+269 (+10%)
Value$1.7M (-$40.6K)
Filed 2026-10-23
Principle Wealth Partners LLC
DECREASED
Shares2,945 from 3,253
Change-308 (-9%)
Value$1.7M (-$409.1K)
Filed 2026-11-02
Capital CS Group, LLC
DECREASED
Shares2,935 from 3,258
Change-323 (-10%)
Value$1.7M (-$419.1K)
Filed 2026-10-29
Ameliora Wealth Management Ltd.
NEW
Shares2,933
Change+2,933
Value$1.7M
Filed 2026-10-23
WealthCare Investment Partners, LLC
INCREASED
Shares2,933 from 2,889
Change+44 (+2%)
Value$1.7M (-$183.9K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares2,919 from 1,295
Change+1,624 (+125%)
Value$1.7M (+$829.4K)
Filed 2026-11-05
ATX Financial Planning, LLC
DECREASED
Shares2,914 from 2,939
Change-25 (-1%)
Value$1.7M (-$225.9K)
Filed 2026-10-14
VestGen Advisors, LLC
DECREASED
Shares2,901 from 8,716
Change-5,815 (-67%)
Value$1.6M (-$3.9M)
Filed 2026-10-27
Integrity Alliance, Llc.
DECREASED
Shares2,901 from 3,562
Change-661 (-19%)
Value$1.6M (-$633.2K)
Filed 2026-10-29
International Assets Investment Management, LLC
DECREASED
Shares2,887 from 3,006
Change-119 (-4%)
Value$1.7M (-$142.9K)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares2,839 from 2,580
Change+259 (+10%)
Value$1.6M (-$38.7K)
Filed 2026-10-23
Ignite Planners, LLC
INCREASED
Shares2,796 from 2,350
Change+446 (+19%)
Value$1.6M (+$84.5K)
Filed 2026-10-14
Signature Equity Partners, LLC
DECREASED
Shares2,754 from 3,304
Change-550 (-17%)
Value$1.6M (-$551.0K)
Filed 2026-10-29
Choreo, LLC
INCREASED
Shares2,743 from 2,235
Change+508 (+23%)
Value$1.6M (+$127.5K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
INCREASED
Shares2,710 from 364
Change+2,346 (+645%)
Value$1.5M (+$1.3M)
Filed 2026-10-21
Fortitude Advisory Group L.L.C.
DECREASED
Shares2,679 from 2,755
Change-76 (-3%)
Value$1.5M (-$241.9K)
Filed 2026-10-15
Apella Capital, LLC
INCREASED
Shares2,626 from 2,441
Change+185 (+8%)
Value$1.5M (+$184.0K)
Filed 2026-10-08
Pines Wealth Management, LLC
DECREASED
Shares2,624 from 2,659
Change-35 (-1%)
Value$1.5M (-$211.7K)
Filed 2026-10-21
Fairvoy Private Wealth, LLC
DECREASED
Shares2,613 from 2,680
Change-67 (-2%)
Value$1.5M (-$231.4K)
Filed 2026-10-19
Bauman Advisory Group, LLC
INCREASED
Shares2,589 from 2,457
Change+132 (+5%)
Value$1.5M (-$101.8K)
Filed 2026-10-29
Fortune Financial Group, Inc.
INCREASED
Shares2,531 from 2,428
Change+103 (+4%)
Value$1.4M (-$116.8K)
Filed 2026-10-22
Blue Bell Private Wealth Management, LLC
INCREASED
Shares2,524 from 113
Change+2,411 (+2134%)
Value$1.4M (+$1.4M)
Filed 2026-10-29
National Wealth Management Group, LLC
INCREASED
Shares2,513 from 2,504
Change+9 (+0%)
Value$1.4M (-$175.3K)
Filed 2026-10-26
Lynx Investment Advisory
DECREASED
Shares2,486 from 2,664
Change-178 (-7%)
Value$1.4M (-$293.5K)
Filed 2026-10-27
Triad Wealth Partners, LLC
DECREASED
Shares2,475 from 2,798
Change-323 (-12%)
Value$1.4M (-$13.1K)
Filed 2026-10-26
Trust Co of Oklahoma
INCREASED
Shares2,462 from 2,405
Change+57 (+2%)
Value$1.4M (-$141.0K)
Filed 2026-10-15
SeaCrest Wealth Management, LLC
INCREASED
Shares2,451 from 2,367
Change+84 (+4%)
Value$1.4M (-$123.0K)
Filed 2026-10-21
Retirement Planning Group, LLC
DECREASED
Shares2,444 from 2,525
Change-81 (-3%)
Value$1.4M (-$228.2K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares2,421 from 2,375
Change+46 (+2%)
Value$1.4M (-$145.5K)
Filed 2026-10-14
White Lighthouse Investment Management Inc.
DECREASED
Shares2,414 from 2,525
Change-111 (-4%)
Value$1.4M (-$245.2K)
Filed 2026-10-21
Cambiar Investors LLC
NEW
Shares2,376
Change+2,376
Value$1.4M
Filed 2026-11-04
AlphaCore Capital LLC
INCREASED
Shares2,359 from 2,233
Change+126 (+6%)
Value$1.3M (-$89.4K)
Filed 2026-11-04
Global Assets Advisory, LLC
DECREASED
Shares2,357 from 2,370
Change-13 (-1%)
Value$1.4M (-$39.2K)
Filed 2026-10-28
Equitable Trust Co
DECREASED
Shares2,352 from 3,174
Change-822 (-26%)
Value$1.3M (-$696.3K)
Filed 2026-10-13
Brooklyn FI, LLC
INCREASED
Shares2,301 from 767
Change+1,534 (+200%)
Value$329.0K (-$97.1K)
Filed 2026-11-05
Acorn Wealth Advisors, LLC
DECREASED
Shares2,300 from 2,338
Change-38 (-2%)
Value$1.3M (-$190.2K)
Filed 2026-10-19
Lodestar Private Asset Management LLC
INCREASED
Shares2,286 from 2,106
Change+180 (+9%)
Value$1.3M (-$49.4K)
Filed 2026-10-26
Selective Wealth Management, Inc.
INCREASED
Shares2,265 from 2,254
Change+11 (+0%)
Value$1.2M (-$10.4K)
Filed 2026-10-16
Pathway Financial Advisers, LLC
INCREASED
Shares2,258 from 2,178
Change+80 (+4%)
Value$1.3M (-$111.6K)
Filed 2026-10-27
Aspiriant, LLC
INCREASED
Shares2,254 from 1,887
Change+367 (+19%)
Value$1.3M (+$72.6K)
Filed 2026-10-16
New England Private Wealth Advisors LLC
INCREASED
Shares2,215 from 2,213
Change+2 (+0%)
Value$1.3M (+$92.9K)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
DECREASED
Shares2,208 from 2,258
Change-50 (-2%)
Value$1.3M (-$191.3K)
Filed 2026-10-22
Accurate Wealth Management, LLC
INCREASED
Shares2,205 from 2,110
Change+95 (+5%)
Value$1.2M (-$27.3K)
Filed 2026-10-20
Banque Pictet & CIE SA
INCREASED
Shares2,200 from 1,500
Change+700 (+47%)
Value$1.3M (+$289.9K)
Filed 2026-10-16
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares2,188 from 7,739
Change-5,551 (-72%)
Value$1.2M (-$3.7M)
Filed 2026-10-14
Patriot Investment Management Group, Inc.
DECREASED
Shares2,180 from 2,585
Change-405 (-16%)
Value$1.2M (-$416.7K)
Filed 2026-10-15
Harbor Asset Planning, Inc.
UNCHANGED
Shares2,171 from 2,171
Change0 (0%)
Value$1.2M (-$155.9K)
Filed 2026-10-23
Congress Asset Management Co
NEW
Shares2,133
Change+2,133
Value$1.2M
Filed 2026-10-06
Wealth Management Partners, LLC
INCREASED
Shares2,105 from 1,510
Change+595 (+39%)
Value$1.2M (+$229.4K)
Filed 2026-10-21
Eagle Strategies LLC
INCREASED
Shares2,073 from 1,928
Change+145 (+8%)
Value$1.2M (-$56.6K)
Filed 2026-10-16
Roman Butler Fullerton & Co
INCREASED
Shares2,011 from 1,317
Change+694 (+53%)
Value$1.0M (+$280.3K)
Filed 2026-10-27
111 Capital
NEW
Shares2,008
Change+2,008
Value$1.1M
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares1,996 from 1,701
Change+295 (+17%)
Value$1.1M (+$44.8K)
Filed 2026-11-04
Global View Capital Management LLC
INCREASED
Shares1,984 from 1,783
Change+201 (+11%)
Value$1.1M (-$14.3K)
Filed 2026-10-28
First Growth Capital LLC
NEW
Shares1,966
Change+1,966
Value$1.1M
Filed 2026-10-15
RDA Financial Network
UNCHANGED
Shares1,956 from 1,956
Change0 (0%)
Value$1.1M (-$141.1K)
Filed 2026-10-15
Centerpoint Advisory Group
INCREASED
Shares1,952 from 1,551
Change+401 (+26%)
Value$1.1M (+$116.2K)
Filed 2026-10-23
Annex Advisory Services, LLC
DECREASED
Shares1,946 from 2,323
Change-377 (-16%)
Value$1.1M (-$381.8K)
Filed 2026-10-16
First Horizon Corp
DECREASED
Shares1,861 from 1,904
Change-43 (-2%)
Value$1.1M (-$161.8K)
Filed 2026-10-26
Cypress Wealth Services, LLC
DECREASED
Shares1,847 from 1,945
Change-98 (-5%)
Value$1.1M (-$157.6K)
Filed 2026-10-21
Grimes & Co Wealth Management, LLC
DECREASED
Shares1,833 from 1,916
Change-83 (-4%)
Value$1.0M (-$184.9K)
Filed 2026-10-29
Schuylkill Financial LLC
INCREASED
Shares1,827 from 1,604
Change+223 (+14%)
Value$1.0M (+$11.1K)
Filed 2026-10-21
Pioneer Family Office, LLC
DECREASED
Shares1,815 from 7,585
Change-5,770 (-76%)
Value$1.0M (-$3.8M)
Filed 2026-10-30
NWF Advisory Services Inc.
INCREASED
Shares1,781 from 1,662
Change+119 (+7%)
Value$1.0M (-$52.2K)
Filed 2026-10-19
Merrion Investment Management Co, LLC
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$995.1K (-$126.2K)
Filed 2026-10-16
WBH Advisory Inc
DECREASED
Shares1,743 from 1,744
Change-1 (0%)
Value$991.2K (-$126.3K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares1,741 from 1,713
Change+28 (+2%)
Value$990.1K (-$108.1K)
Filed 2026-10-28
StoneCrest Wealth Management, Inc.
DECREASED
Shares1,725 from 1,739
Change-14 (-1%)
Value$980.9K (-$133.4K)
Filed 2026-11-03
Oak Barrel Wealth Advisory LLC
INCREASED
Shares1,722 from 1,692
Change+30 (+2%)
Value$979.1K (-$104.9K)
Filed 2026-11-05
HCR Wealth Advisors
INCREASED
Shares1,710 from 760
Change+950 (+125%)
Value$972.4K (+$485.4K)
Filed 2026-10-15
KFG Wealth Management, LLC
DECREASED
Shares1,691 from 1,924
Change-233 (-12%)
Value$961.8K (-$270.8K)
Filed 2026-10-16
Urban Wealth Management, LLC
DECREASED
Shares1,635 from 1,815
Change-180 (-10%)
Value$929.7K (-$233.3K)
Filed 2026-10-21
Almanack Investment Partners, Llc.
INCREASED
Shares1,624 from 787
Change+837 (+106%)
Value$923.2K (+$419.2K)
Filed 2026-11-03
Winthrop Advisory Group LLC
DECREASED
Shares1,576 from 1,634
Change-58 (-4%)
Value$896.2K (-$150.7K)
Filed 2026-10-22
PTM Wealth Management, LLC
INCREASED
Shares1,575 from 1,574
Change+1 (+0%)
Value$928.3K (+$98.8K)
Filed 2026-10-23
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares1,568 from 1,961
Change-393 (-20%)
Value$891.7K (-$365.0K)
Filed 2026-10-28
Grantvest Financial Group LLC
INCREASED
Shares1,540 from 652
Change+888 (+136%)
Value$875.8K (+$458.2K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares1,540 from 1,509
Change+31 (+2%)
Value$875.7K (-$91.1K)
Filed 2026-11-04
Buttonwood Financial Advisors Inc.
UNCHANGED
Shares1,540 from 1,540
Change0 (0%)
Value$875.7K (-$111.1K)
Filed 2026-10-13
Larson Financial Group LLC
INCREASED
Shares1,539 from 1,522
Change+17 (+1%)
Value$875.0K (-$100.1K)
Filed 2026-11-05
Charter Capital Management, Llc\de
INCREASED
Shares1,537 from 1,425
Change+112 (+8%)
Value$874.2K (-$38.8K)
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares1,523 from 1,482
Change+41 (+3%)
Value$866.0K (-$83.6K)
Filed 2026-11-05
Rinkey Investments
DECREASED
Shares1,518 from 1,610
Change-92 (-6%)
Value$863.2K (-$168.4K)
Filed 2026-10-28
Wealthstar Advisors, LLC
DECREASED
Shares1,509 from 1,688
Change-179 (-11%)
Value$857.9K (-$223.8K)
Filed 2026-10-19
Mullooly Asset Management, Inc.
INCREASED
Shares1,503 from 1,502
Change+1 (+0%)
Value$854.5K (-$107.8K)
Filed 2026-10-30
Fragasso Financial Advisors Inc
INCREASED
Shares1,502 from 1,501
Change+1 (+0%)
Value$840.3K (-$121.6K)
Filed 2026-10-13
Key Client Fiduciary Advisors, LLC
INCREASED
Shares1,499 from 1,398
Change+101 (+7%)
Value$852.2K (-$43.4K)
Filed 2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED
Shares1,494 from 1,375
Change+119 (+9%)
Value$849.5K (-$31.5K)
Filed 2026-10-21
HBW Advisory Services LLC
INCREASED
Shares1,485 from 1,137
Change+348 (+31%)
Value$844.5K (+$115.7K)
Filed 2026-10-15
Madrona Financial Services, LLC
DECREASED
Shares1,475 from 1,633
Change-158 (-10%)
Value$838.9K (-$207.5K)
Filed 2026-10-23
GoalVest Advisory LLC
INCREASED
Shares1,473 from 1,198
Change+275 (+23%)
Value$837.6K (+$70.0K)
Filed 2026-10-02
Jacobi Capital Management LLC
DECREASED
Shares1,453 from 1,717
Change-264 (-15%)
Value$826.0K (-$274.3K)
Filed 2026-11-05
Ballast Financial Advisors LLC
DECREASED
Shares1,428 from 1,510
Change-82 (-5%)
Value$811.9K (-$155.5K)
Filed 2026-10-26
CoreCap Advisors, LLC
DECREASED
Shares1,410 from 1,538
Change-128 (-8%)
Value$802.2K (-$183.2K)
Filed 2026-10-08
Summa Corp.
INCREASED
Shares1,404 from 1,120
Change+284 (+25%)
Value$798.4K (+$232.9K)
Filed 2026-10-30
Florida Trust Wealth Management Co
INCREASED
Shares1,401 from 1,253
Change+148 (+12%)
Value$796.7K (-$6.2K)
Filed 2026-11-05
Gerber, LLC
INCREASED
Shares1,386 from 1,267
Change+119 (+9%)
Value$788.3K (-$23.6K)
Filed 2026-10-21
Howard Financial Services, Ltd.
DECREASED
Shares1,352 from 1,372
Change-20 (-1%)
Value$769.0K (-$110.2K)
Filed 2026-10-15
Willner & Heller, LLC
DECREASED
Shares1,348 from 1,376
Change-28 (-2%)
Value$766.7K (-$115.3K)
Filed 2026-10-28
Andina Capital Management, LLC
DECREASED
Shares1,335 from 1,421
Change-86 (-6%)
Value$759.1K (-$151.4K)
Filed 2026-10-21
Soltis Investment Advisors LLC
DECREASED
Shares1,331 from 1,342
Change-11 (-1%)
Value$757.0K (-$103.0K)
Filed 2026-10-28
PKS Advisory Services, LLC
UNCHANGED
Shares1,324 from 1,324
Change0 (0%)
Value$848.0K ($0)
Filed 2026-10-26
Connecticut Wealth Management, LLC
UNCHANGED
Shares1,313 from 1,313
Change0 (0%)
Value$746.6K (-$94.7K)
Filed 2026-10-13
American Institute for Advanced Investment Management, LLP
DECREASED
Shares1,300 from 1,413
Change-113 (-8%)
Value$739.2K (-$166.2K)
Filed 2026-11-03
Kachkovsky & Fisher, Inc.
INCREASED
Shares1,298 from 1,290
Change+8 (+1%)
Value$737.9K (-$88.6K)
Filed 2026-10-21
Davis Investment Partners, LLC
INCREASED
Shares1,296 from 847
Change+449 (+53%)
Value$736.8K (+$193.8K)
Filed 2026-11-05
Trust Point Inc.
UNCHANGED
Shares1,296 from 1,296
Change0 (0%)
Value$737.0K (-$93.5K)
Filed 2026-10-27
Investment Management Trust, LLC
INCREASED
Shares1,286 from 1,285
Change+1 (+0%)
Value$731.3K (-$92.2K)
Filed 2026-11-05
Carrera Capital Advisors
INCREASED
Shares1,279 from 760
Change+519 (+68%)
Value$727.0K (+$240.2K)
Filed 2026-11-03
Busey Bank
UNCHANGED
Shares1,272 from 1,272
Change0 (0%)
Value$723.3K (-$91.7K)
Filed 2026-10-26
North Star Investment Management Corp.
INCREASED
Shares1,269 from 1,228
Change+41 (+3%)
Value$721.6K (-$65.4K)
Filed 2026-10-27
Citizens Financial Group Inc
DECREASED
Shares1,256 from 1,320
Change-64 (-5%)
Value$714.3K (-$131.6K)
Filed 2026-10-23
Creative Financial Designs Inc
UNCHANGED
Shares1,248 from 1,248
Change0 (0%)
Value$709.9K (-$89.6K)
Filed 2026-11-04
Saxon Interests, Inc.
INCREASED
Shares1,237 from 992
Change+245 (+25%)
Value$703.5K (+$67.8K)
Filed 2026-10-26
Ferguson Wellman Capital Management, Inc
UNCHANGED
Shares1,234 from 1,234
Change0 (0%)
Value$701.7K (-$89.0K)
Filed 2026-10-05
Private Trust Co NA
INCREASED
Shares1,231 from 887
Change+344 (+39%)
Value$700.1K (+$131.6K)
Filed 2026-10-20
Basso Capital Management, L.P.
INCREASED
Shares1,229 from 1,132
Change+97 (+9%)
Value$698.8K (-$26.5K)
Filed 2026-10-30
Fiduciary Financial Group, LLC
DECREASED
Shares1,221 from 1,301
Change-80 (-6%)
Value$694.2K (-$139.3K)
Filed 2026-10-13
Syntegra Private Wealth Group, LLC
DECREASED
Shares1,219 from 1,930
Change-711 (-37%)
Value$693.2K (-$543.5K)
Filed 2026-10-13
Milestone Asset Management Group, LLC
INCREASED
Shares1,216 from 1,163
Change+53 (+5%)
Value$691.2K (-$54.0K)
Filed 2026-10-20
Essential Investment Partners LLC
NEW
Shares1,200
Change+1,200
Value$682.4K
Filed 2026-10-27
HUB Investment Partners, LLC
INCREASED
Shares1,197 from 561
Change+636 (+113%)
Value$680.5K (+$321.2K)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
NEW
Shares1,186
Change+1,186
Value$674.4K
Filed 2026-11-04
McKinley Carter Wealth Services, Inc.
INCREASED
Shares1,185 from 1,114
Change+71 (+6%)
Value$674.1K (-$39.7K)
Filed 2026-10-16
Riverbend Wealth Management, LLC
UNCHANGED
Shares1,174 from 1,174
Change0 (0%)
Value$667.6K (-$84.6K)
Filed 2026-10-15
Rosenberg Matthew Hamilton
UNCHANGED
Shares1,163 from 1,163
Change0 (0%)
Value$661.3K (-$83.9K)
Filed 2026-10-05
Madrid Wealth Management, LLC
UNCHANGED
Shares1,156 from 1,156
Change0 (0%)
Value$657.3K (-$83.4K)
Filed 2026-10-23
Cornerstone Planning, LLC
INCREASED
Shares1,152 from 1,137
Change+15 (+1%)
Value$737.1K (+$8.5K)
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$651.0K (-$82.0K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
DECREASED
Shares1,147 from 1,230
Change-83 (-7%)
Value$652.3K (-$135.8K)
Filed 2026-10-13
Regions Financial Corp
DECREASED
Shares1,121 from 1,209
Change-88 (-7%)
Value$637.4K (-$137.2K)
Filed 2026-11-05
Asset One Wealth Management LLC
DECREASED
Shares1,101 from 1,226
Change-125 (-10%)
Value$626.1K (-$54.7K)
Filed 2026-11-02
World Equity Group, Inc.
INCREASED
Shares1,099 from 607
Change+492 (+81%)
Value$624.9K (+$236.0K)
Filed 2026-10-14
New York Life Investment Management LLC
DECREASED
Shares1,096 from 1,452
Change-356 (-25%)
Value$623.2K (-$307.2K)
Filed 2026-11-04
Accredited Investors Inc.
INCREASED
Shares1,085 from 1,081
Change+4 (+0%)
Value$616.9K (-$75.5K)
Filed 2026-11-03
Essex Bank
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$610.7K (-$77.5K)
Filed 2026-10-16
Procyon Advisors, LLC
DECREASED
Shares1,065 from 12,701
Change-11,636 (-92%)
Value$605.3K (-$7.5M)
Filed 2026-10-21
TruNorth Capital Management, LLC
UNCHANGED
Shares1,044 from 1,044
Change0 (0%)
Value$593.7K (-$75.3K)
Filed 2026-10-14
Kathmere Capital Management, LLC
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$581.2K (-$73.7K)
Filed 2026-10-20
Regatta Capital Group, LLC
INCREASED
Shares1,018 from 890
Change+128 (+14%)
Value$578.4K (+$8.4K)
Filed 2026-10-23
Patten & Patten Inc
DECREASED
Shares1,011 from 1,015
Change-4 (0%)
Value$574.9K (-$75.5K)
Filed 2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares1,003 from 1,159
Change-156 (-13%)
Value$570.3K (-$172.3K)
Filed 2026-10-15
Southern Capital Advisors, LLC
INCREASED
Shares1,001 from 1,000
Change+1 (+0%)
Value$569.4K (-$71.3K)
Filed 2026-10-26
Cache Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$568.6K (-$72.1K)
Filed 2026-10-16
Chicago Capital, LLC
UNCHANGED
Shares999 from 999
Change0 (0%)
Value$568.1K (-$72.0K)
Filed 2026-10-13
St. Louis Financial Planners Asset Management, LLC
NEW
Shares994
Change+994
Value$495.8K
Filed 2026-10-16
Clear Creek Financial Management, LLC
DECREASED
Shares991 from 992
Change-1 (0%)
Value$563.5K (-$72.1K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
DECREASED
Shares990 from 999
Change-9 (-1%)
Value$563.2K (-$77.0K)
Filed 2026-10-26
BIP Wealth, LLC
DECREASED
Shares988 from 1,183
Change-195 (-16%)
Value$561.7K (-$196.3K)
Filed 2026-10-22
Signal Advisors Wealth, LLC
INCREASED
Shares987 from 912
Change+75 (+8%)
Value$561.1K (-$23.0K)
Filed 2026-10-13
Matauro, LLC
NEW
Shares983
Change+983
Value$559.1K
Filed 2026-11-03
Sculati Wealth Management, LLC
UNCHANGED
Shares983 from 983
Change0 (0%)
Value$535.6K (+$22.6K)
Filed 2026-10-19
Wedmont Private Capital
DECREASED
Shares982 from 3,450
Change-2,468 (-72%)
Value$553.3K (-$1.5M)
Filed 2026-10-09
FSM Wealth Advisors, LLC
INCREASED
Shares982 from 864
Change+118 (+14%)
Value$553.3K (-$279)
Filed 2026-10-27
Modera Wealth Management, LLC
DECREASED
Shares979 from 981
Change-2 (0%)
Value$556.7K (-$71.7K)
Filed 2026-10-28
Triton Wealth Management, Pllc
NEW
Shares975
Change+975
Value$455.7K
Filed 2026-11-04
Balboa Wealth Partners
INCREASED
Shares960 from 959
Change+1 (+0%)
Value$545.6K (-$68.7K)
Filed 2026-10-20
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares959 from 959
Change0 (0%)
Value$545.3K (-$69.2K)
Filed 2026-10-09
Flagship Wealth Advisors, LLC
DECREASED
Shares954 from 1,006
Change-52 (-5%)
Value$542.5K (-$102.1K)
Filed 2026-11-03
Facet Wealth, Inc.
INCREASED
Shares950 from 346
Change+604 (+175%)
Value$540.2K (+$318.5K)
Filed 2026-11-04
JB Capital LLC
INCREASED
Shares945 from 812
Change+133 (+16%)
Value$537.2K (+$17.1K)
Filed 2026-10-19
Well Done, LLC
DECREASED
Shares942 from 15,472
Change-14,530 (-94%)
Value$535.7K (-$9.4M)
Filed 2026-10-20
Sweeney & Michel, LLC
INCREASED
Shares933 from 932
Change+1 (+0%)
Value$530.3K (+$23.9K)
Filed 2026-10-16
Compound Planning, Inc.
INCREASED
Shares930 from 672
Change+258 (+38%)
Value$528.6K (+$98.0K)
Filed 2026-11-05
New Wave Wealth Advisors LLC
NEW
Shares925
Change+925
Value$503.1K
Filed 2026-10-19
Acropolis Investment Management, LLC
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$524.9K (-$66.6K)
Filed 2026-10-08
Blue Trust, Inc.
INCREASED
Shares915 from 853
Change+62 (+7%)
Value$520.0K (-$26.5K)
Filed 2026-10-15
Sage Mountain Advisors LLC
UNCHANGED
Shares913 from 913
Change0 (0%)
Value$519.3K (-$65.9K)
Filed 2026-11-02
Capital Investment Advisors, LLC
INCREASED
Shares910 from 792
Change+118 (+15%)
Value$517.6K (+$10.1K)
Filed 2026-10-22
Virtue Capital Management, LLC
DECREASED
Shares906 from 1,922
Change-1,016 (-53%)
Value$515.2K (-$716.4K)
Filed 2026-10-29
Chung Wu Investment Group, LLC
NEW
Shares900
Change+900
Value$511.8K
Filed 2026-11-03
Philadelphia Trust Co
UNCHANGED
Shares899 from 899
Change0 (0%)
Value$511.0K (-$65.0K)
Filed 2026-11-05
Grant Private Wealth Management Inc
DECREASED
Shares893 from 1,037
Change-144 (-14%)
Value$507.8K (-$156.7K)
Filed 2026-10-19
Bigelow Investment Advisors, LLC
INCREASED
Shares886 from 864
Change+22 (+3%)
Value$503.8K (-$49.8K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
DECREASED
Shares882 from 913
Change-31 (-3%)
Value$501.5K (-$83.2K)
Filed 2026-10-20
Glenview Trust Co
DECREASED
Shares881 from 987
Change-106 (-11%)
Value$501.0K (-$131.5K)
Filed 2026-10-28
Heartwood Wealth Advisors LLC
UNCHANGED
Shares866 from 866
Change0 (0%)
Value$492.4K (-$62.5K)
Filed 2026-10-05
Valen Private Capital, LLC
NEW
Shares864
Change+864
Value$491.4K
Filed 2026-10-23
Certified Advisory Corp
DECREASED
Shares861 from 963
Change-102 (-11%)
Value$489.8K (-$127.3K)
Filed 2026-10-29
First Interstate Bank
DECREASED
Shares837 from 1,097
Change-260 (-24%)
Value$476.0K (-$227.0K)
Filed 2026-10-23
XML Financial, LLC
INCREASED
Shares834 from 833
Change+1 (+0%)
Value$474.0K (-$59.8K)
Filed 2026-10-29
GK Wealth Management LLC
DECREASED
Shares833 from 999
Change-166 (-17%)
Value$473.4K (-$166.5K)
Filed 2026-10-09
Sigma Investment Counselors Inc
INCREASED
Shares833 from 683
Change+150 (+22%)
Value$473.6K (+$35.7K)
Filed 2026-10-27
Outlook Wealth Advisors, LLC
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$470.8K (-$59.7K)
Filed 2026-10-28
KTF Investments, LLC
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$468.6K (-$59.4K)
Filed 2026-10-23
First Financial Group Corp
DECREASED
Shares817 from 824
Change-7 (-1%)
Value$464.8K (-$63.3K)
Filed 2026-10-22
Warren Street Wealth Advisors, LLC
INCREASED
Shares814 from 813
Change+1 (+0%)
Value$462.7K (-$58.4K)
Filed 2026-11-04
Oxler Private Wealth LLC
INCREASED
Shares807 from 767
Change+40 (+5%)
Value$459.2K (-$32.6K)
Filed 2026-10-21
MPS Loria Financial Planners, LLC
INCREASED
Shares806 from 628
Change+178 (+28%)
Value$458.6K (+$56.1K)
Filed 2026-10-14
Secure Asset Management, LLC
INCREASED
Shares805 from 709
Change+96 (+14%)
Value$457.8K (+$3.5K)
Filed 2026-10-19
Waldron Private Wealth LLC
DECREASED
Shares801 from 857
Change-56 (-7%)
Value$455.5K (-$93.5K)
Filed 2026-11-02
BCS Wealth Management
INCREASED
Shares801 from 785
Change+16 (+2%)
Value$455.7K (-$47.5K)
Filed 2026-11-03
Fiduciary Alliance LLC
DECREASED
Shares798 from 1,608
Change-810 (-50%)
Value$453.8K (-$576.8K)
Filed 2026-10-13
Inscription Capital, LLC
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$452.1K (-$57.3K)
Filed 2026-11-02
MSH Capital Advisors LLC
INCREASED
Shares792 from 791
Change+1 (+0%)
Value$450.3K (-$56.8K)
Filed 2026-11-03
Goelzer Investment Management, Inc.
DECREASED
Shares780 from 807
Change-27 (-3%)
Value$443.5K (-$73.6K)
Filed 2026-10-16
Davenport & Co LLC
DECREASED
Shares778 from 1,886
Change-1,108 (-59%)
Value$442.2K (-$766.0K)
Filed 2026-10-14
Hyposwiss Advisors SA
UNCHANGED
Shares774 from 774
Change0 (0%)
Value$440.1K (-$55.8K)
Filed 2026-10-26
Strategic Planning Group, LLC
NEW
Shares772
Change+772
Value$439.3K
Filed 2026-10-22
Titleist Asset Management, LLC
DECREASED
Shares769 from 850
Change-81 (-10%)
Value$437.4K (-$107.0K)
Filed 2026-10-08
Interchange Capital Partners, LLC
DECREASED
Shares764 from 774
Change-10 (-1%)
Value$434.4K (-$61.5K)
Filed 2026-10-28
Kingdom Financial Group Llc.
DECREASED
Shares761 from 798
Change-37 (-5%)
Value$432.7K (-$78.5K)
Filed 2026-11-04
Stewardship Concepts Financial Services LLC
DECREASED
Shares760 from 796
Change-36 (-5%)
Value$432.4K (-$77.8K)
Filed 2026-10-06
Focus Wealth Advisors, LLC
UNCHANGED
Shares753 from 753
Change0 (0%)
Value$428.2K (-$54.3K)
Filed 2026-10-14
Commerce Advisors, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$426.5K (-$54.1K)
Filed 2026-10-19
Wilkins Investment Counsel Inc
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$426.5K (-$54.1K)
Filed 2026-11-03
Integrated Advisors Network LLC
DECREASED
Shares748 from 890
Change-142 (-16%)
Value$425.3K (-$145.2K)
Filed 2026-10-20
Kelly Financial Services LLC
DECREASED
Shares748 from 756
Change-8 (-1%)
Value$425.4K (-$59.1K)
Filed 2026-10-20
Central Trust Co
DECREASED
Shares744 from 750
Change-6 (-1%)
Value$423.1K (-$57.5K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
INCREASED
Shares742 from 616
Change+126 (+20%)
Value$421.8K (+$26.9K)
Filed 2026-10-22
Williams Jones Wealth Management, Llc.
DECREASED
Shares738 from 813
Change-75 (-9%)
Value$419.7K (-$101.3K)
Filed 2026-11-05
Accelerate Investment Advisors LLC
DECREASED
Shares727 from 755
Change-28 (-4%)
Value$413.6K (-$70.2K)
Filed 2026-11-02
Cresta Advisors, Ltd.
UNCHANGED
Shares726 from 726
Change0 (0%)
Value$412.8K (-$52.4K)
Filed 2026-10-14
Clarus Group, Inc.
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$412.3K (-$52.3K)
Filed 2026-10-21
Elevate Wealth Advisory, Inc
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$411.4K (-$51.9K)
Filed 2026-10-29
Nova Financial LLC
NEW
Shares706
Change+706
Value$401.5K
Filed 2026-11-04
Huntleigh Advisors, Inc.
DECREASED
Shares699 from 759
Change-60 (-8%)
Value$397.2K (-$88.8K)
Filed 2026-11-03
SeaBridge Investment Advisors LLC
NEW
Shares695
Change+695
Value$395.2K
Filed 2026-11-02
Leuthold Group, LLC
DECREASED
Shares693 from 754
Change-61 (-8%)
Value$394.1K (-$89.1K)
Filed 2026-11-04
Appalachian Capital Management Ltd
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$392.0K (-$49.5K)
Filed 2026-10-14
Journey Advisory Group, LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$383.8K (-$48.7K)
Filed 2026-11-04
Detalus Advisors, LLC
DECREASED
Shares671 from 717
Change-46 (-6%)
Value$381.7K (-$77.9K)
Filed 2026-10-15
Vista Finance, LLC
INCREASED
Shares670 from 545
Change+125 (+23%)
Value$381.0K (+$31.8K)
Filed 2026-10-23
Tritonpoint Wealth, LLC
INCREASED
Shares670 from 660
Change+10 (+2%)
Value$381.0K (-$41.9K)
Filed 2026-10-19
J.Safra Asset Management Corp
UNCHANGED
Shares665 from 665
Change0 (0%)
Value$378.1K (-$48.0K)
Filed 2026-11-03
Private Client Services, LLC
NEW
Shares659
Change+659
Value$374.5K
Filed 2026-10-02
Angeles Wealth Management, LLC
UNCHANGED
Shares657 from 657
Change0 (0%)
Value$373.6K (-$47.4K)
Filed 2026-10-26
Oakworth Capital, Inc.
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$369.6K (-$44.8K)
Filed 2026-10-26
15 Wealth Advisors LLC
NEW
Shares647
Change+647
Value$368.1K
Filed 2026-10-14
James Investment Research, Inc.
NEW
Shares647
Change+647
Value$367.9K
Filed 2026-10-22
Tactive Advisors, LLC
INCREASED
Shares644 from 520
Change+124 (+24%)
Value$365.9K (+$32.5K)
Filed 2026-10-08
Capital Squared Financial LLC
INCREASED
Shares641 from 604
Change+37 (+6%)
Value$364.7K (-$22.3K)
Filed 2026-10-30
Riverchase Wealth Management, LLC
UNCHANGED
Shares641 from 641
Change0 (0%)
Value$364.5K (-$46.2K)
Filed 2026-10-28
Omega Financial Group, LLC
INCREASED
Shares638 from 629
Change+9 (+1%)
Value$362.9K (-$40.3K)
Filed 2026-10-29
Breakwater Capital Group
DECREASED
Shares632 from 634
Change-2 (0%)
Value$359.3K (-$46.9K)
Filed 2026-10-09
Gill Capital Partners, LLC
INCREASED
Shares631 from 616
Change+15 (+2%)
Value$359.0K (-$35.9K)
Filed 2026-10-13
HF Advisory Group, LLC
DECREASED
Shares630 from 682
Change-52 (-8%)
Value$358.5K (-$78.5K)
Filed 2026-10-09
Cornerstone Wealth Group, LLC
DECREASED
Shares628 from 724
Change-96 (-13%)
Value$357.2K (-$106.8K)
Filed 2026-11-02
Fairfield Financial Advisors, LTD
NEW
Shares627
Change+627
Value$356.8K
Filed 2026-10-14
Sepio Capital, LP
INCREASED
Shares625 from 589
Change+36 (+6%)
Value$355.4K (-$22.0K)
Filed 2026-10-22
Friedenthal Financial
INCREASED
Shares620 from 609
Change+11 (+2%)
Value$352.6K (-$37.7K)
Filed 2026-10-27
Venture Visionary Partners LLC
INCREASED
Shares616 from 454
Change+162 (+36%)
Value$350.3K (+$59.4K)
Filed 2026-10-07
Crosspoint Financial, LLC
DECREASED
Shares610 from 685
Change-75 (-11%)
Value$346.9K (-$92.1K)
Filed 2026-11-03
Cornell Pochily Investment Advisors, Inc.
INCREASED
Shares602 from 552
Change+50 (+9%)
Value$342.6K (-$11.4K)
Filed 2026-10-19
Unique Wealth, LLC
NEW
Shares601
Change+601
Value$341.8K
Filed 2026-10-16
Archer Investment Corp
INCREASED
Shares601 from 522
Change+79 (+15%)
Value$341.9K (+$7.6K)
Filed 2026-11-05
Firethorn Wealth Partners, LLC
DECREASED
Shares600 from 1,100
Change-500 (-45%)
Value$341.2K (-$363.7K)
Filed 2026-10-14
Core Wealth Partners LLC
INCREASED
Shares600 from 524
Change+76 (+15%)
Value$341.2K (+$5.4K)
Filed 2026-11-02
Values Added Financial LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$341.2K (-$43.3K)
Filed 2026-10-28
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares599 from 480
Change+119 (+25%)
Value$340.6K (+$33.1K)
Filed 2026-11-05
Pinion Investment Advisors, LLC
INCREASED
Shares595 from 509
Change+86 (+17%)
Value$338.3K (+$12.2K)
Filed 2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED
Shares595 from 670
Change-75 (-11%)
Value$338.4K (-$91.0K)
Filed 2026-11-04
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$337.9K (-$42.7K)
Filed 2026-10-29
Signaturefd, LLC
INCREASED
Shares592 from 438
Change+154 (+35%)
Value$336.6K (+$56.0K)
Filed 2026-10-23
Box Hill Private Wealth LLC
INCREASED
Shares592 from 580
Change+12 (+2%)
Value$336.8K (-$34.8K)
Filed 2026-10-05
BCO Wealth Management LLC
DECREASED
Shares588 from 605
Change-17 (-3%)
Value$334.4K (-$53.3K)
Filed 2026-10-14
Seros Financial, LLC
NEW
Shares585
Change+585
Value$332.7K
Filed 2026-10-21
Tandem Capital Management Corp
INCREASED
Shares579 from 559
Change+20 (+4%)
Value$329.2K (-$28.9K)
Filed 2026-10-22
Revisor Wealth Management LLC
DECREASED
Shares577 from 595
Change-18 (-3%)
Value$306.6K (-$74.9K)
Filed 2026-10-20
Perigon Wealth Management, LLC
DECREASED
Shares567 from 617
Change-50 (-8%)
Value$322.3K (-$73.0K)
Filed 2026-10-22
Accel Wealth Management
UNCHANGED
Shares567 from 567
Change0 (0%)
Value$322.4K (-$40.9K)
Filed 2026-10-13
Affinity Capital Advisors, LLC
NEW
Shares564
Change+564
Value$315.5K
Filed 2026-10-13
Tucker Asset Management LLC
DECREASED
Shares562 from 602
Change-40 (-7%)
Value$319.6K (-$66.2K)
Filed 2026-10-29
Penobscot Wealth Management
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$318.7K (-$40.2K)
Filed 2026-10-21
Avantax Planning Partners, Inc.
INCREASED
Shares559 from 553
Change+6 (+1%)
Value$317.8K (-$36.5K)
Filed 2026-11-03
Sentry LLC
INCREASED
Shares555 from 463
Change+92 (+20%)
Value$315.6K (+$18.9K)
Filed 2026-10-30
Crusonia Wealth Advisors LLC
NEW
Shares549
Change+549
Value$312.3K
Filed 2026-10-26
Arch Global Advisors, LLC
INCREASED
Shares549 from 426
Change+123 (+29%)
Value$312.2K (+$39.2K)
Filed 2026-10-23
Atlas Private Wealth Advisors
INCREASED
Shares545 from 494
Change+51 (+10%)
Value$309.7K (-$7.0K)
Filed 2026-10-23
Trust Co of the South
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$308.8K (-$39.2K)
Filed 2026-10-21
Sacks & Associates, LLC
UNCHANGED
Shares538 from 538
Change0 (0%)
Value$305.9K (+$34.3K)
Filed 2026-10-09
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares537 from 537
Change0 (0%)
Value$305.1K (-$38.7K)
Filed 2026-10-08
Signature Resources Capital Management, LLC
INCREASED
Shares521 from 450
Change+71 (+16%)
Value$296.1K (+$7.8K)
Filed 2026-10-16
Essex LLC
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$296.3K (-$37.6K)
Filed 2026-10-14
Parsons Capital Management Inc
DECREASED
Shares520 from 596
Change-76 (-13%)
Value$295.7K (-$86.2K)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares517
Change+517
Value$236
Filed 2026-11-03
Naples Global Advisors, LLC
UNCHANGED
Shares517 from 517
Change0 (0%)
Value$294.1K (-$37.3K)
Filed 2026-11-05
Fifth Third Securities, Inc.
DECREASED
Shares512 from 5,193
Change-4,681 (-90%)
Value$291.1K (-$3.0M)
Filed 2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares500 from 606
Change-106 (-17%)
Value$284.2K (-$104.0K)
Filed 2026-10-15
Eastern Bank
UNCHANGED
Shares498 from 498
Change0 (0%)
Value$283.2K (-$35.9K)
Filed 2026-10-05
Mascagni Wealth Management, Inc.
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$282.6K (-$35.8K)
Filed 2026-10-23
My Personal CFO, LLC
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$278.1K (-$35.1K)
Filed 2026-10-14
Summit Financial Strategies, Inc.
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$278.1K (-$35.3K)
Filed 2026-10-14
Founders Financial Securities LLC
INCREASED
Shares486 from 472
Change+14 (+3%)
Value$276.5K (-$26.0K)
Filed 2026-10-28
Armstrong Advisory Group, Inc
DECREASED
Shares485 from 541
Change-56 (-10%)
Value$276.0K (-$70.9K)
Filed 2026-10-09
Michels Family Financial, LLC
NEW
Shares484
Change+484
Value$275.4K
Filed 2026-11-02
CWA Asset Management Group, LLC
DECREASED
Shares480 from 483
Change-3 (-1%)
Value$273.2K (-$36.5K)
Filed 2026-10-19
Nestegg Advisors, Inc.
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$270.8K (-$34.2K)
Filed 2026-10-21
Optivise Advisory Services LLC
INCREASED
Shares474 from 448
Change+26 (+6%)
Value$269.5K (-$17.5K)
Filed 2026-10-19
YHB Investment Advisors, Inc.
DECREASED
Shares469 from 480
Change-11 (-2%)
Value$266.7K (-$40.9K)
Filed 2026-10-08
Princeton Capital Management LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$264.6K (-$33.5K)
Filed 2026-10-27
Polaris Investment Advisors, LLC
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$264.4K (-$33.5K)
Filed 2026-10-20
Nfsg Corp
INCREASED
Shares460 from 443
Change+17 (+4%)
Value$261.3K (-$22.7K)
Filed 2026-10-15
Terra Nova Asset Management LLC
INCREASED
Shares458 from 358
Change+100 (+28%)
Value$260.7K (+$31.2K)
Filed 2026-10-13
Grove Bank & Trust
NEW
Shares456
Change+456
Value$259.3K
Filed 2026-10-08
First Citizens Bank & Trust Co
DECREASED
Shares455 from 587
Change-132 (-22%)
Value$258.7K (-$117.4K)
Filed 2026-10-14
Instrumental Wealth, LLC
INCREASED
Shares453 from 414
Change+39 (+9%)
Value$257.4K (-$8.1K)
Filed 2026-10-20
CMG Global Holdings, LLC
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$257.2K (-$32.5K)
Filed 2026-10-14
Mechanics Bank Trust Department
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$255.9K (-$32.5K)
Filed 2026-10-13
Tcfg Investment Advisors, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$255.9K (-$32.5K)
Filed 2026-10-20
Trust Co of Toledo NA
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$255.9K (-$32.5K)
Filed 2026-10-16
Blodgett Wealth Advisors, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$255.9K (-$32.5K)
Filed 2026-10-23
Joel Isaacson & Co., LLC
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$254.2K (-$32.1K)
Filed 2026-11-05
AMG National Trust Bank
NEW
Shares443
Change+443
Value$252.1K
Filed 2026-11-05
Parkside Financial Bank & Trust
UNCHANGED
Shares441 from 441
Change0 (0%)
Value$250.6K (-$31.7K)
Filed 2026-10-27
Wisconsin Wealth Advisors, LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$250.0K (-$31.7K)
Filed 2026-10-08
Demars Financial Group, LLC
DECREASED
Shares439 from 473
Change-34 (-7%)
Value$249.6K (-$53.4K)
Filed 2026-10-22
Olistico Wealth, LLC
DECREASED
Shares430 from 501
Change-71 (-14%)
Value$244.5K (-$76.5K)
Filed 2026-10-05
Calder Financial LLC
INCREASED
Shares430 from 365
Change+65 (+18%)
Value$244.8K (+$10.8K)
Filed 2026-10-13
Bluedoor Private Wealth, LLC
NEW
Shares429
Change+429
Value$243.9K
Filed 2026-11-05
Pachira Investments Inc.
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$244.2K (-$30.8K)
Filed 2026-10-14
Waystone Advisors LLC
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$274.9K ($0)
Filed 2026-10-16
Advisor Resource Council
INCREASED
Shares428 from 379
Change+49 (+13%)
Value$252.3K (+$31.9K)
Filed 2026-11-05
Baxter Bros Inc
DECREASED
Shares422 from 435
Change-13 (-3%)
Value$240.0K (-$38.8K)
Filed 2026-11-04
United Advisor Group, LLC
INCREASED
Shares419 from 351
Change+68 (+19%)
Value$238.3K (+$13.4K)
Filed 2026-11-03
Summit Wealth Group LLC / Co
UNCHANGED
Shares411 from 411
Change0 (0%)
Value$233.7K (-$29.6K)
Filed 2026-10-29
Heirloom Wealth Management
DECREASED
Shares410 from 411
Change-1 (0%)
Value$233.3K (-$30.2K)
Filed 2026-10-14
Townsend Financial Planning, LLC
NEW
Shares404
Change+404
Value$229.7K
Filed 2026-11-02
Investment Partners, Ltd.
INCREASED
Shares403 from 389
Change+14 (+4%)
Value$229.3K (-$20.0K)
Filed 2026-10-29
Kieckhefer Group LLC
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$226.9K (-$28.8K)
Filed 2026-10-13
Holland Advisory Services, Inc.
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$221.8K (-$28.1K)
Filed 2026-10-26
Northern Lights Advisors, Inc.
NEW
Shares387
Change+387
Value$220.1K
Filed 2026-10-21
Mather Group, Llc.
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$220.1K (-$27.9K)
Filed 2026-10-14
Symphony Financial, Ltd. Co.
INCREASED
Shares386 from 336
Change+50 (+15%)
Value$219.4K (+$7.6K)
Filed 2026-10-22
RMR Wealth Builders
INCREASED
Shares386 from 381
Change+5 (+1%)
Value$219.6K (-$24.6K)
Filed 2026-10-22
CRA Financial Services, LLC
INCREASED
Shares383 from 351
Change+32 (+9%)
Value$217.8K (-$7.1K)
Filed 2026-10-16
Breachway Investments LLC
DECREASED
Shares379 from 394
Change-15 (-4%)
Value$215.5K (-$36.9K)
Filed 2026-10-19
Mission Wealth Management, LP
DECREASED
Shares374 from 565
Change-191 (-34%)
Value$212.5K (-$149.4K)
Filed 2026-10-15
Harbor Capital Advisors, Inc.
NEW
Shares373
Change+373
Value$212
Filed 2026-10-22
MinichMacGregor Wealth Management, LLC
DECREASED
Shares369 from 42,749
Change-42,380 (-99%)
Value$210.1K (-$27.2M)
Filed 2026-10-14
Moneco Advisors, LLC
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$209.3K (-$26.5K)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares364 from 373
Change-9 (-2%)
Value$207.0K (-$32.0K)
Filed 2026-10-26
Able Wealth Management LLC
DECREASED
Shares363 from 378
Change-15 (-4%)
Value$214.0K (-$28.2K)
Filed 2026-10-13
Badgley Phelps Wealth Managers, LLC
NEW
Shares362
Change+362
Value$205.8K
Filed 2026-10-22
Daymark Wealth Partners, LLC
INCREASED
Shares362 from 358
Change+4 (+1%)
Value$205.9K (-$23.4K)
Filed 2026-11-04
LWM Advisors Inc
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$205.1K (-$26.0K)
Filed 2026-10-08
EdgeRock Capital LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$204.7K (-$26.0K)
Filed 2026-11-03
Cookson Peirce & Co Inc
NEW
Shares358
Change+358
Value$203.6K
Filed 2026-10-30
Austin Asset Management Co Inc
DECREASED
Shares358 from 382
Change-24 (-6%)
Value$203.5K (-$41.0K)
Filed 2026-10-29
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$203.0K (-$25.7K)
Filed 2026-11-04
Shoker Investment Counsel, Inc.
DECREASED
Shares355 from 361
Change-6 (-2%)
Value$202.5K (-$29.5K)
Filed 2026-11-04
Trust Co of Vermont
DECREASED
Shares350 from 400
Change-50 (-12%)
Value$199.0K (-$57.3K)
Filed 2026-10-21
Canton Hathaway, LLC
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$197.9K (-$25.1K)
Filed 2026-10-23
Valley National Advisers Inc
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$189.2K (-$24.0K)
Filed 2026-10-23
Intesa Sanpaolo Wealth Management
DECREASED
Shares315 from 345
Change-30 (-9%)
Value$179.1K (-$41.9K)
Filed 2026-10-28
Fortitude Family Office, LLC
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$174.0K (-$22.1K)
Filed 2026-10-14
Vima LLC
INCREASED
Shares304 from 300
Change+4 (+1%)
Value$172.9K (-$19.3K)
Filed 2026-10-23
Provident Wealth Management, LLC
DECREASED
Shares300 from 426
Change-126 (-30%)
Value$170.6K (-$102.4K)
Filed 2026-10-20
Manchester Capital Management LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$170.6K (-$21.6K)
Filed 2026-10-22
Roxbury Financial LLC
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$167.8K (-$21.2K)
Filed 2026-10-01
Compass Financial Management LLC
INCREASED
Shares292 from 286
Change+6 (+2%)
Value$165.8K (+$10.5K)
Filed 2026-10-30
Heritage Family Offices, LLP
NEW
Shares291
Change+291
Value$165.5K
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$138.7K (-$17.6K)
Filed 2026-10-07
Ascentis Wealth Management, LLC
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$138.2K (-$17.5K)
Filed 2026-11-03
Morling Financial Advisors, LLC
INCREASED
Shares227 from 137
Change+90 (+66%)
Value$129.2K (+$41.4K)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$126.2K (-$16.0K)
Filed 2026-10-27
Western Pacific Wealth Management, LP
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$126.2K (-$16.0K)
Filed 2026-10-16
Key FInancial Inc
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$123.4K (-$15.7K)
Filed 2026-11-02
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$121.1K (-$15.4K)
Filed 2026-11-03
EPG Wealth Management LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$119.4K (-$15.1K)
Filed 2026-11-03
CX Institutional
INCREASED
Shares195 from 187
Change+8 (+4%)
Value$111 (-$9)
Filed 2026-10-02
Gamma Investing LLC
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$102.9K (-$13.1K)
Filed 2026-10-08
Key Capital Management, Inc
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$102.4K (-$13.0K)
Filed 2026-11-03
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares169 from 159
Change+10 (+6%)
Value$96.1K (-$5.8K)
Filed 2026-10-30
FNY Investment Advisers, LLC
NEW
Shares167
Change+167
Value$94
Filed 2026-10-16
Align Financial, LLC
UNCHANGED
Shares165 from 165
Change0 (0%)
Value$93.9K (-$11.9K)
Filed 2026-10-16
Fairscale Capital, LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$76.9K (-$27.6K)
Filed 2026-11-04
Realta Investment Advisors
DECREASED
Shares162 from 166
Change-4 (-2%)
Value$92.0K (-$14.2K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares140 from 11
Change+129 (+1173%)
Value$79.6K (+$72.6K)
Filed 2026-11-05
Downshift Financial, LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$71.7K (-$9.1K)
Filed 2026-10-13
American Capital Advisory, LLC
INCREASED
Shares121 from 72
Change+49 (+68%)
Value$68.8K (+$22.7K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
NEW
Shares117
Change+117
Value$66.5K
Filed 2026-10-13
Financial Consulate, Inc
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$66.5K (-$8.4K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
DECREASED
Shares115 from 126
Change-11 (-9%)
Value$65.4K (-$15.3K)
Filed 2026-10-13
Tsfg, LLC
DECREASED
Shares102 from 598
Change-496 (-83%)
Value$58 (-$382.9K)
Filed 2026-10-23
Elevation Wealth Partners, LLC
INCREASED
Shares94 from 85
Change+9 (+11%)
Value$53.7K (-$1.0K)
Filed 2026-10-07
Balance Wealth Partners LLC
NEW
Shares87
Change+87
Value$49.4K
Filed 2026-10-27
Pilgrim Partners Asia Pte Ltd
NEW
Shares87
Change+87
Value$49.5K
Filed 2026-10-29
Centerpoint Advisors, LLC
INCREASED
Shares86 from 85
Change+1 (+1%)
Value$49.0K (-$5.0K)
Filed 2026-11-05
Lynch Investment Planning, LLC
NEW
Shares84
Change+84
Value$47.8K
Filed 2026-10-27
SYM Financial Corp
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$47.3K (-$6.0K)
Filed 2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$45.5K (-$5.8K)
Filed 2026-10-15
Go Invest LLC
INCREASED
Shares79 from 76
Change+3 (+4%)
Value$44.8K (-$4.0K)
Filed 2026-10-09
Markowski Investments
INCREASED
Shares77 from 9
Change+68 (+756%)
Value$43.8K (+$38.0K)
Filed 2026-10-30
Evolution Wealth Management Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$43.4K (-$5.5K)
Filed 2026-10-28
Tradewinds Capital Management, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$43.2K (-$5.5K)
Filed 2026-10-23
First Premier Bank
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$43 (-$5)
Filed 2026-10-13
Morton Brown Family Wealth, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$42.6K (-$5.4K)
Filed 2026-10-23
Caldwell Trust Co
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$42.6K (-$5.4K)
Filed 2026-10-30
Asset Dedication, LLC
DECREASED
Shares65 from 85
Change-20 (-24%)
Value$37.0K (-$17.5K)
Filed 2026-11-03
Highline Wealth Partners LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$37.0K (-$4.7K)
Filed 2026-10-19
Birchwood Financial Partners, Inc.
NEW
Shares50
Change+50
Value$28.5K
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares48
Change+48
Value$27.3K
Filed 2026-10-27
DeDora Capital, Inc.
NEW
Shares47
Change+47
Value$26.7K
Filed 2026-10-26
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$26.2K (-$3.3K)
Filed 2026-10-15
Triumph Capital Management
DECREASED
Shares45 from 65
Change-20 (-31%)
Value$25.6K (-$16.1K)
Filed 2026-10-14
Mcdonald Partners LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$25.0K (-$3.2K)
Filed 2026-11-03
SJS Investment Consulting Inc.
DECREASED
Shares43 from 52
Change-9 (-17%)
Value$24.2K (-$9.5K)
Filed 2026-10-26
Abound Wealth Management
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$24.5K (-$3.1K)
Filed 2026-10-26
Nemes Rush Group LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$23.9K (-$3.0K)
Filed 2026-11-04
Bangor Savings Bank
NEW
Shares33
Change+33
Value$18.8K
Filed 2026-10-06
Edgemoor Investment Advisors, Inc.
NEW
Shares30
Change+30
Value$17.1K
Filed 2026-11-03
Midwest Capital Advisors, LLC
NEW
Shares30
Change+30
Value$17.1K
Filed 2026-11-04
Gen-Wealth Partners Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$17.3K (-$2.2K)
Filed 2026-11-04
Princeton Global Asset Management LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$17.1K (-$2.2K)
Filed 2026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$17.1K (-$2.2K)
Filed 2026-11-05
Central Pacific Bank - Trust Division
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$16.5K (-$2.1K)
Filed 2026-10-06
Capital Advisors, Ltd. LLC
DECREASED
Shares26 from 54
Change-28 (-52%)
Value$15 (-$20)
Filed 2026-10-27
First United Bank & Trust
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$14.2K (-$1.8K)
Filed 2026-10-22
Biltmore Family Office, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$14.2K (-$1.8K)
Filed 2026-11-03
Southern Michigan Bank & Trust
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$11.9K (-$1.5K)
Filed 2026-10-19
Sawyer & Company, Inc
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$11.9K (-$1.5K)
Filed 2026-10-21
Farmers & Merchants Investments Inc
NEW
Shares19
Change+19
Value$10.8K
Filed 2026-10-22
Team Financial Group, LLC
NEW
Shares18
Change+18
Value$10.2K
Filed 2026-10-30
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$9.3K (-$1.2K)
Filed 2026-10-28
NBH Bank
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$9.1K (-$1.2K)
Filed 2026-11-05
Monetary Solutions, Ltd
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$8.5K (-$1.1K)
Filed 2026-10-22
CrossGen Wealth, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$8.8K (-$1.1K)
Filed 2026-10-30
Noble Wealth Management PBC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$8.0K (-$1.0K)
Filed 2026-10-01
Goodman Advisory Group, LLC
NEW
Shares13
Change+13
Value$7.4K
Filed 2026-11-02
Creative Capital Management Investments LLC
NEW
Shares11
Change+11
Value$6.3K
Filed 2026-10-28
Washington Trust Advisors, Inc.
NEW
Shares10
Change+10
Value$5.8K
Filed 2026-10-22
Wagner Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$5.7K (-$722)
Filed 2026-10-21
CKW Financial Group
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$5 ($0)
Filed 2026-10-29
Nvwm, LLC
DECREASED
Shares7 from 9
Change-2 (-22%)
Value$4.0K (-$1.8K)
Filed 2026-10-14
Next Level Wealth Planning, LLC
NEW
Shares6
Change+6
Value$3.4K
Filed 2026-10-29
Alta Capital Management LLC/
NEW
Shares4
Change+4
Value$2.3K
Filed 2026-10-26
Aspect Partners, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$2.3K (-$288)
Filed 2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares3
Change+3
Value$2
Filed 2026-10-14
Zega Investments, LLC
DECREASED
Shares2 from 72
Change-70 (-97%)
Value$1.1K (-$45.0K)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$569 (-$72)
Filed 2026-10-13
Compagnie Lombard Odier SCmA
NEW
Shares0
Change0
Value$0
Filed 2026-11-04
Horizon Wealth Management, LLC
CLOSED
Shares0 from 40,036
Change-40,036 (-100%)
Value$0 (-$25.7M)
Filed 2026-11-02
Ariose Capital Management Ltd
CLOSED
Shares0 from 26,127
Change-26,127 (-100%)
Value$0 (-$16.7M)
Filed 2026-11-02
Pictet Asset Management Holding SA
CLOSED
Shares0 from 23,470
Change-23,470 (-100%)
Value$0 (-$14.6M)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 20,887
Change-20,887 (-100%)
Value$0 (-$13.4M)
Filed 2026-11-03
Monument Capital Management
CLOSED
Shares0 from 11,694
Change-11,694 (-100%)
Value$0 (-$7.5M)
Filed 2026-10-09
Kapitalo Investimentos Ltda
CLOSED
Shares0 from 9,200
Change-9,200 (-100%)
Value$0 (-$5.9M)
Filed 2026-10-20
Ramiah Investment Group
CLOSED
Shares0 from 3,640
Change-3,640 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-20
Harmony Asset Management LLC
CLOSED
Shares0 from 2,162
Change-2,162 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-20
Apeiron RIA LLC
CLOSED
Shares0 from 1,892
Change-1,892 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-08
Southland Equity Partners LLC
CLOSED
Shares0 from 1,191
Change-1,191 (-100%)
Value$0 (-$763.1K)
Filed 2026-10-14
Able Financial Group, LLC
CLOSED
Shares0 from 1,092
Change-1,092 (-100%)
Value$0 (-$699.7K)
Filed 2026-10-14
South Shore Capital Advisors
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$640.8K)
Filed 2026-10-20
Forvis Mazars Wealth Advisors, LLC
CLOSED
Shares0 from 790
Change-790 (-100%)
Value$0 (-$506.3K)
Filed 2026-10-13
TritonPoint Partners, LLC
CLOSED
Shares0 from 661
Change-661 (-100%)
Value$0 (-$423.5K)
Filed 2026-11-05
WJ Wealth Management, LLC
CLOSED
Shares0 from 570
Change-570 (-100%)
Value$0 (-$365.2K)
Filed 2026-11-03
Uptick Partners, LLC
CLOSED
Shares0 from 521
Change-521 (-100%)
Value$0 (-$333.6K)
Filed 2026-11-04
Guardian Financial Partners, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$320.4K)
Filed 2026-11-04
Heritage Wealth Management, Inc.
CLOSED
Shares0 from 489
Change-489 (-100%)
Value$0 (-$313.3K)
Filed 2026-10-28
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 463
Change-463 (-100%)
Value$0 (-$296.7K)
Filed 2026-10-22
AIA Group Ltd
CLOSED
Shares0 from 449
Change-449 (-100%)
Value$0 (-$287.7K)
Filed 2026-10-30
Canvas Wealth Advisors, LLC
CLOSED
Shares0 from 426
Change-426 (-100%)
Value$0 (-$272.8K)
Filed 2026-11-02
Vaughan David Investments LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$256.0K)
Filed 2026-11-05
Guidance Capital, Inc
CLOSED
Shares0 from 399
Change-399 (-100%)
Value$0 (-$211.9K)
Filed 2026-11-03
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 393
Change-393 (-100%)
Value$0 (-$251.9K)
Filed 2026-10-19
Morton Capital Management LLC
CLOSED
Shares0 from 389
Change-389 (-100%)
Value$0 (-$249.3K)
Filed 2026-10-23
Beacon Capital Management, LLC
CLOSED
Shares0 from 364
Change-364 (-100%)
Value$0 (-$233.6K)
Filed 2026-10-23
Quartz Partners, LLC
CLOSED
Shares0 from 363
Change-363 (-100%)
Value$0 (-$232.6K)
Filed 2026-11-03
King Luther Capital Management Corp
CLOSED
Shares0 from 360
Change-360 (-100%)
Value$0 (-$230.7K)
Filed 2026-11-05
Arbor Wealth Management Llc\az
CLOSED
Shares0 from 354
Change-354 (-100%)
Value$0 (-$226.8K)
Filed 2026-10-20
Kestra Investment Management, LLC
CLOSED
Shares0 from 351
Change-351 (-100%)
Value$0 (-$225.2K)
Filed 2026-11-04
Fortem Financial Group, LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$224.3K)
Filed 2026-10-20
Bluesphere Advisors LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$224.3K)
Filed 2026-10-19
Maia Wealth LLC
CLOSED
Shares0 from 344
Change-344 (-100%)
Value$0 (-$220.4K)
Filed 2026-10-19
Mindset Wealth Management, LLC
CLOSED
Shares0 from 339
Change-339 (-100%)
Value$0 (-$217.5K)
Filed 2026-10-19
Objective Capital Management, LLC
CLOSED
Shares0 from 332
Change-332 (-100%)
Value$0 (-$212.6K)
Filed 2026-10-13
4J Wealth Management LLC
CLOSED
Shares0 from 331
Change-331 (-100%)
Value$0 (-$212.1K)
Filed 2026-11-02
APS Management Group, Inc.
CLOSED
Shares0 from 322
Change-322 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-14
Saxony Capital Management, LLC
CLOSED
Shares0 from 319
Change-319 (-100%)
Value$0 (-$204.4K)
Filed 2026-10-15
SilverOak Wealth Management LLC
CLOSED
Shares0 from 318
Change-318 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 318
Change-318 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-13
Fiscal Wisdom Wealth Management, LLC
CLOSED
Shares0 from 318
Change-318 (-100%)
Value$0 (-$203.9K)
Filed 2026-10-16
Flynn Zito Capital Management, LLC
CLOSED
Shares0 from 313
Change-313 (-100%)
Value$0 (-$200.7K)
Filed 2026-11-04
Solstein Capital, LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$192.2K)
Filed 2026-11-02
Wellington Shields & Co., LLC
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$125.6K)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$73.7K)
Filed 2026-11-04
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$67.3K)
Filed 2026-10-26
Paladin Partners, LLC
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$54.5K)
Filed 2026-10-06
First Command Advisory Services, Inc.
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$39.7K)
Filed 2026-11-05
Blueline Advisors LLC
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$10.1K)
Filed 2026-10-15
Sims Investment Management, LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$12.8K)
Filed 2026-10-13
Gilpin Wealth Management, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-09
Bfsg, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-30
Hurley Capital, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$1.9K)
Filed 2026-11-05
Goldman Sachs Group Inc
N/A
Shares— from 3,600,515
Change-3,600,515 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,966,152
Change-2,966,152 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,317,691
Change-2,317,691 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,880,266
Change-1,880,266 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,713,408
Change-1,713,408 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,230,000
Change-1,230,000 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,096,518
Change-1,096,518 (-100%)
Value—
UBS Group AG
N/A
Shares— from 950,687
Change-950,687 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 760,000
Change-760,000 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 757,927
Change-757,927 (-100%)
Value—
Barclays PLC
N/A
Shares— from 466,096
Change-466,096 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 433,699
Change-433,699 (-100%)
Value—
Alkeon Capital Management LLC
N/A
Shares— from 371,200
Change-371,200 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 364,192
Change-364,192 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 358,985
Change-358,985 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 304,880
Change-304,880 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 285,325
Change-285,325 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 271,837
Change-271,837 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 256,209
Change-256,209 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 218,332
Change-218,332 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 215,914
Change-215,914 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 203,236
Change-203,236 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 203,207
Change-203,207 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 195,400
Change-195,400 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 192,870
Change-192,870 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 191,687
Change-191,687 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 191,249
Change-191,249 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 189,891
Change-189,891 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 186,620
Change-186,620 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 175,710
Change-175,710 (-100%)
Value—
Noked Israel Ltd
N/A
Shares— from 175,070
Change-175,070 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 171,024
Change-171,024 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 165,825
Change-165,825 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 163,012
Change-163,012 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 161,642
Change-161,642 (-100%)
Value—
FIL Ltd
N/A
Shares— from 138,598
Change-138,598 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 112,320
Change-112,320 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 111,726
Change-111,726 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 109,196
Change-109,196 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 108,888
Change-108,888 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 101,355
Change-101,355 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 98,074
Change-98,074 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 95,280
Change-95,280 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 88,474
Change-88,474 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 85,294
Change-85,294 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 82,542
Change-82,542 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 79,278
Change-79,278 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 75,671
Change-75,671 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 71,155
Change-71,155 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 68,232
Change-68,232 (-100%)
Value—
Hel Ved Capital Management Ltd
N/A
Shares— from 65,000
Change-65,000 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 62,090
Change-62,090 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 61,114
Change-61,114 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 60,530
Change-60,530 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 56,189
Change-56,189 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 54,595
Change-54,595 (-100%)
Value—
Commerce Bank
N/A
Shares— from 51,484
Change-51,484 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 50,230
Change-50,230 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 49,285
Change-49,285 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 48,474
Change-48,474 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 45,991
Change-45,991 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 44,450
Change-44,450 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 41,610
Change-41,610 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 40,848
Change-40,848 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 40,098
Change-40,098 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 39,929
Change-39,929 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 38,947
Change-38,947 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 37,319
Change-37,319 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 35,340
Change-35,340 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 35,285
Change-35,285 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 35,178
Change-35,178 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 34,995
Change-34,995 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 34,854
Change-34,854 (-100%)
Value—
Gray Foundation
N/A
Shares— from 34,371
Change-34,371 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 34,231
Change-34,231 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 33,764
Change-33,764 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 31,334
Change-31,334 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 30,649
Change-30,649 (-100%)
Value—
Maniro Ltd
N/A
Shares— from 29,472
Change-29,472 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 29,227
Change-29,227 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 28,965
Change-28,965 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 27,514
Change-27,514 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 26,384
Change-26,384 (-100%)
Value—
Anson Funds Management LPA
N/A
Shares— from 26,300
Change-26,300 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 24,771
Change-24,771 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 24,160
Change-24,160 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 23,882
Change-23,882 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 23,404
Change-23,404 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 22,574
Change-22,574 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 22,108
Change-22,108 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 22,017
Change-22,017 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 21,841
Change-21,841 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 21,275
Change-21,275 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 20,458
Change-20,458 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 19,096
Change-19,096 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 19,051
Change-19,051 (-100%)
Value—
Marvin & Palmer Associates Inc
N/A
Shares— from 18,797
Change-18,797 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 18,785
Change-18,785 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 18,171
Change-18,171 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 18,104
Change-18,104 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 17,641
Change-17,641 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 17,070
Change-17,070 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 16,968
Change-16,968 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 16,808
Change-16,808 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 16,600
Change-16,600 (-100%)
Value—
FMR LLC
N/A
Shares— from 16,506
Change-16,506 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 16,191
Change-16,191 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 15,833
Change-15,833 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 15,696
Change-15,696 (-100%)
Value—
&partners
N/A
Shares— from 15,627
Change-15,627 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 15,556
Change-15,556 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 15,330
Change-15,330 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 15,290
Change-15,290 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 15,049
Change-15,049 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 14,972
Change-14,972 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 14,772
Change-14,772 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 14,267
Change-14,267 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 14,168
Change-14,168 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 14,132
Change-14,132 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 13,929
Change-13,929 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 13,916
Change-13,916 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 13,740
Change-13,740 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 13,682
Change-13,682 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 13,560
Change-13,560 (-100%)
Value—
Blair William & Co
N/A
Shares— from 13,523
Change-13,523 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 13,467
Change-13,467 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 13,467
Change-13,467 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 13,412
Change-13,412 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 12,985
Change-12,985 (-100%)
Value—
Goldstream Capital Management Ltd
N/A
Shares— from 12,961
Change-12,961 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 12,882
Change-12,882 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 12,271
Change-12,271 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,853
Change-11,853 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,465
Change-11,465 (-100%)
Value—
Coral Wealth Management, LLC
N/A
Shares— from 11,163
Change-11,163 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 11,043
Change-11,043 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,033
Change-11,033 (-100%)
Value—
EWA, LLC
N/A
Shares— from 11,015
Change-11,015 (-100%)
Value—
RH Tailwind Management, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 10,998
Change-10,998 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 10,964
Change-10,964 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,892
Change-10,892 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 10,839
Change-10,839 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 10,549
Change-10,549 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 10,390
Change-10,390 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 10,292
Change-10,292 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 10,039
Change-10,039 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,008
Change-10,008 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 9,857
Change-9,857 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 9,813
Change-9,813 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 9,683
Change-9,683 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 9,614
Change-9,614 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 9,527
Change-9,527 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 9,197
Change-9,197 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 9,016
Change-9,016 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 8,876
Change-8,876 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,773
Change-8,773 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,623
Change-8,623 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 8,564
Change-8,564 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 8,513
Change-8,513 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,291
Change-8,291 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,243
Change-8,243 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 7,875
Change-7,875 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 7,576
Change-7,576 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7,572
Change-7,572 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,566
Change-7,566 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,469
Change-7,469 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 7,444
Change-7,444 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 7,308
Change-7,308 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 7,056
Change-7,056 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 7,056
Change-7,056 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 7,008
Change-7,008 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 6,996
Change-6,996 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 6,930
Change-6,930 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 6,871
Change-6,871 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 6,799
Change-6,799 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 6,782
Change-6,782 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 6,720
Change-6,720 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 6,526
Change-6,526 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 6,245
Change-6,245 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,105
Change-6,105 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,085
Change-6,085 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 5,642
Change-5,642 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 5,613
Change-5,613 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 5,383
Change-5,383 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,334
Change-5,334 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 5,224
Change-5,224 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 5,167
Change-5,167 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,027
Change-5,027 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 5,002
Change-5,002 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 4,835
Change-4,835 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 4,786
Change-4,786 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
10Elms LLP
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 4,578
Change-4,578 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 4,545
Change-4,545 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 4,478
Change-4,478 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 4,328
Change-4,328 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,321
Change-4,321 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 4,317
Change-4,317 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,222
Change-4,222 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,185
Change-4,185 (-100%)
Value—
Whitford Management LLC
N/A
Shares— from 4,157
Change-4,157 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,122
Change-4,122 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 4,062
Change-4,062 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 4,020
Change-4,020 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,003
Change-4,003 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 3,863
Change-3,863 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,798
Change-3,798 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Welch Financial Planning, LLC
N/A
Shares— from 3,784
Change-3,784 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 3,765
Change-3,765 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,752
Change-3,752 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,654
Change-3,654 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 3,614
Change-3,614 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,477
Change-3,477 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 3,443
Change-3,443 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 3,382
Change-3,382 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 3,371
Change-3,371 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 3,342
Change-3,342 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 3,294
Change-3,294 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,203
Change-3,203 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 3,122
Change-3,122 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,110
Change-3,110 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 3,105
Change-3,105 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
New Paradigm Capital Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 2,959
Change-2,959 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,942
Change-2,942 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,921
Change-2,921 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,885
Change-2,885 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,681
Change-2,681 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,541
Change-2,541 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 2,532
Change-2,532 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,420
Change-2,420 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 2,213
Change-2,213 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,185
Change-2,185 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 2,089
Change-2,089 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,082
Change-2,082 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 1,911
Change-1,911 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 1,755
Change-1,755 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,742
Change-1,742 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 1,732
Change-1,732 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 1,729
Change-1,729 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 1,622
Change-1,622 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 1,592
Change-1,592 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Sassicaia Capital Advisers LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 1,494
Change-1,494 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,458
Change-1,458 (-100%)
Value—
Summitry LLC
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,269
Change-1,269 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,201
Change-1,201 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
Natixis
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 1,110
Change-1,110 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Calydon Capital
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 990
Change-990 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 967
Change-967 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 959
Change-959 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 959
Change-959 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 957
Change-957 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 936
Change-936 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 930
Change-930 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 917
Change-917 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 916
Change-916 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 915
Change-915 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 911
Change-911 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 860
Change-860 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 857
Change-857 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 848
Change-848 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 843
Change-843 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 826
Change-826 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 820
Change-820 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 804
Change-804 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 795
Change-795 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 771
Change-771 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 770
Change-770 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 768
Change-768 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 756
Change-756 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 752
Change-752 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 746
Change-746 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 741
Change-741 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 725
Change-725 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 712
Change-712 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 703
Change-703 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 690
Change-690 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 685
Change-685 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 683
Change-683 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Allstate Corp
N/A
Shares— from 676
Change-676 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 670
Change-670 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 661
Change-661 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 651
Change-651 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 646
Change-646 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 645
Change-645 (-100%)
Value—
Ionic Capital Management LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 634
Change-634 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 629
Change-629 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 615
Change-615 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 600
Change-600 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 596
Change-596 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 587
Change-587 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 578
Change-578 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 569
Change-569 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 567
Change-567 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 552
Change-552 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 540
Change-540 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 538
Change-538 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 538
Change-538 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 526
Change-526 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 525
Change-525 (-100%)
Value—
Nwam LLC
N/A
Shares— from 522
Change-522 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 516
Change-516 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 501
Change-501 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 496
Change-496 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 495
Change-495 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 495
Change-495 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 494
Change-494 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 489
Change-489 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 487
Change-487 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 477
Change-477 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 474
Change-474 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 470
Change-470 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 465
Change-465 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 457
Change-457 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 452
Change-452 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 444
Change-444 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 430
Change-430 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 427
Change-427 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 425
Change-425 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 421
Change-421 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 418
Change-418 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 411
Change-411 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 409
Change-409 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 406
Change-406 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Hartree Partners, LP
N/A
Shares— from 400
Change-400 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 400
Change-400 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 392
Change-392 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 390
Change-390 (-100%)
Value—
Daiichi Life International Holdings LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 380
Change-380 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 379
Change-379 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 375
Change-375 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 375
Change-375 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 373
Change-373 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 371
Change-371 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 366
Change-366 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 357
Change-357 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 348
Change-348 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 291
Change-291 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 243
Change-243 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 211
Change-211 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 206
Change-206 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 163
Change-163 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 160
Change-160 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 150
Change-150 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 150
Change-150 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 147
Change-147 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Allianz SE
N/A
Shares— from 128
Change-128 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 124
Change-124 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 117
Change-117 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 114
Change-114 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 109
Change-109 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 96
Change-96 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 90
Change-90 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 81
Change-81 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 77
Change-77 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 75
Change-75 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 71
Change-71 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 53
Change-53 (-100%)
Value—
Vinland Capital Management Gestora de Recursos Ltda.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 36
Change-36 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 36
Change-36 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 34
Change-34 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 30
Change-30 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 18
Change-18 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2
Change-2 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Harel Insurance Investments & Financial Services Ltd.
INCREASED884,702742,736+141,966+19%$475.9M$503.1K-$475.4M2026-11-02
Citigroup Inc
INCREASED678,393184,015+494,378+269%$117.9M$385.8M+$267.9M2026-11-04
Analyst IMS Investment Management Services Ltd.
INCREASED675,847571,693+104,154+18%$366.3M$384.3M+$18.0M2026-11-05
Imc-Chicago, LLC
NEW436,696—+436,696——$248.3M—2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED381,329367,193+14,136+4%$235.3M$216.8M-$18.4M2026-11-03
Commonwealth Equity Services, LLC
DECREASED233,990241,515-7,525-3%$154.8M$133.1M-$21.7M2026-11-02
Howard Capital Management, LLC
INCREASED232,359232,236+123+0%$148.8M$132.1M-$16.7M2026-10-16
Y.D. More Investments Ltd
INCREASED228,215202,142+26,073+13%$129.5M$129.7M+$216.5K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED187,322176,823+10,499+6%$113.3M$106.5K-$113.2M2026-11-02
Simplex Trading, LLC
DECREASED159,817161,532-1,715-1%$103.5M$90.9M-$12.6M2026-11-04
Greenwood Gearhart LLC
INCREASED133,808115,823+17,985+16%$74.2M$76.1M+$1.9M2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED114,419111,185+3,234+3%$71.2M$65.1M-$6.2M2026-10-29
Truist Financial Corp
DECREASED100,281101,270-989-1%$64.9M$57.0M-$7.9M2026-10-30
Traynor Capital Management, Inc.
DECREASED83,80885,270-1,462-2%$54.6M$47.7M-$7.0M2026-10-29
Yarbrough Capital, LLC
UNCHANGED82,38382,38300%$52.8M$46.8M-$5.9M2026-10-19
Meitav Investment House LTD
INCREASED81,35812,499+68,859+551%$8.0M$46.2M+$38.2M2026-10-28
Exchange Traded Concepts, LLC
DECREASED79,081101,355-22,274-22%$64.9M$45.0M-$20.0M2026-10-28
Ayalon Insurance Comp Ltd.
INCREASED73,07628,100+44,976+160%$18.0K$41.6K+$23.5K2026-10-08
Oppenheimer & Co Inc
DECREASED70,62170,842-2210%$45.4M$40.2M-$5.2M2026-10-26
Albion Financial Group
INCREASED70,2392+70,237+3511850%$1.3K$39.9M+$39.9M2026-10-21
Kestra Advisory Services, LLC
INCREASED68,41750,367+18,050+36%$32.3M$38.9M+$6.6M2026-11-02
True Private Wealth Advisors
INCREASED67,76267,709+53+0%$43.4M$38.5M-$4.9M2026-10-19
TD Waterhouse Canada Inc.
INCREASED65,98565,681+304+0%$39.3M$38.0M-$1.3M2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED60,50360,324+179+0%$35.1M$34.1M-$988.7K2026-10-13
Diversify Wealth Management, LLC
INCREASED57,40835,355+22,053+62%$18.3M$29.5M+$11.3M2026-10-20
Diversify Advisory Services, LLC
INCREASED57,40835,355+22,053+62%$18.3M$29.5M+$11.3M2026-10-20
StoneX Group Inc.
INCREASED52,889773+52,116+6742%$495.3K$27.2M+$26.7M2026-11-03
Howard Capital Management Group, LLC
NEW51,054—+51,054——$29.0M—2026-10-16
United Asset Strategies, Inc.
INCREASED50,45948,982+1,477+3%$31.4M$28.7M-$2.7M2026-10-28
Independent Financial Group, LLC
DECREASED48,52551,635-3,110-6%$33.1M$27.6M-$5.5M2026-10-13
Marks Wealth, LLC
DECREASED45,18548,876-3,691-8%$31.3M$25.7M-$5.6M2026-10-30
Union Bancaire Privee, UBP SA
INCREASED44,27317,029+27,244+160%$9.1M$21.6M+$12.6M2026-11-04
Bensler, LLC
NEW42,855—+42,855——$24.4M—2026-11-05
Redstone Wealth Management, LLC
INCREASED42,38641,353+1,033+3%$26.5M$24.1M-$2.4M2026-10-20
Galvin, Gaustad & Stein, LLC
DECREASED38,66338,965-302-1%$25.0M$22.0M-$3.0M2026-10-08
Vantage Investment Partners, LLC
DECREASED38,51840,630-2,112-5%$26.0M$21.9M-$4.1M2026-10-27
Capital Investment Counsel, LLC
DECREASED36,53837,945-1,407-4%$24.3M$20.8M-$3.5M2026-10-14
VMS Asset Management Limited
INCREASED36,2217,890+28,331+359%$5.1M$20.6M+$15.5M2026-10-15
Concurrent Investment Advisors, LLC
INCREASED35,94219,927+16,015+80%$12.8M$20.4M+$7.7M2026-10-16
Toth Financial Advisory Corp
DECREASED34,87435,903-1,029-3%$23.0M$19.8M-$3.2M2026-10-08
KCM Investment Advisors LLC
INCREASED33,94831,825+2,123+7%$20.4M$19.3M-$1.1M2026-10-27
Financial Partners Group, Inc
DECREASED32,83545,977-13,142-29%$29.5M$18.7M-$10.8M2026-10-19
Kestra Private Wealth Services, LLC
INCREASED30,66630,579+87+0%$19.6M$17.4M-$2.2M2026-10-30
Agur Provident & Training Funds Management LTD
NEW30,300—+30,300——$172.3K—2026-11-02
Fulton Bank, N.A.
INCREASED29,55428,909+645+2%$18.5M$16.8M-$1.7M2026-10-14
MacKenzie Financial Corp
DECREASED28,35732,066-3,709-12%$20.5M$16.1M-$4.4M2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
INCREASED27,75727,349+408+1%$17.5M$15.8M-$1.7M2026-10-08
Creative Planning
INCREASED26,86726,652+215+1%$17.1M$15.3M-$1.8M2026-11-02
IFP Advisors, Inc
INCREASED26,70621,936+4,770+22%$14.1M$15.2M+$1.1M2026-10-16
CMH Wealth Management LLC
INCREASED26,35225,661+691+3%$16.4M$15.0M-$1.5M2026-10-22
Valley Wealth Managers, Inc.
INCREASED26,20022,055+4,145+19%$14.1M$14.9M+$766.4K2026-10-09
Meridian Wealth Management, LLC
DECREASED25,60826,698-1,090-4%$17.1M$14.6M-$2.5M2026-11-05
Welch & Forbes LLC
INCREASED23,9881,434+22,554+1573%$918.8K$13.6M+$12.7M2026-11-04
Park Avenue Securities LLC
INCREASED23,24723,193+54+0%$14.9M$13.2K-$14.8M2026-10-26
SteelPeak Wealth, LLC
INCREASED22,29121,364+927+4%$13.7M$12.7M-$1.0M2026-10-16
Absolute Capital Management, LLC
DECREASED22,20027,850-5,650-20%$17.8M$12.6M-$5.2M2026-10-16
Sowell Financial Services LLC
INCREASED22,16015,471+6,689+43%$9.9M$12.6M+$2.7M2026-10-23
Cottonwood Capital Advisors, LLC
INCREASED21,94521,813+132+1%$14.0M$12.5M-$1.5M2026-10-20
Cadent Capital Advisors, LLC
DECREASED21,55949,460-27,901-56%$31.7M$12.3M-$19.4M2026-10-09
Woodmont Investment Counsel LLC
INCREASED20,72220,653+69+0%$13.2M$11.8M-$1.5M2026-10-29
Lido Advisors, LLC
INCREASED20,51414,817+5,697+38%$9.5M$11.7M+$2.2M2026-11-04
RFG Advisory, LLC
INCREASED20,08519,219+866+5%$12.3M$11.4M-$893.3K2026-11-03
Dynamic Advisor Solutions LLC
DECREASED20,05321,586-1,533-7%$13.8M$11.4M-$2.4M2026-10-13
Spire Wealth Management
DECREASED19,56120,276-715-4%$13.0M$11.1M-$1.9M2026-10-30
AdvisorNet Financial, Inc
DECREASED19,30622,586-3,280-15%$14.5M$10.0M-$4.4M2026-10-15
Evolution Wealth Advisors, LLC
DECREASED18,98519,140-155-1%$12.3M$10.8M-$1.5M2026-11-03
Silverleafe Capital Partners, LLC
DECREASED18,89423,239-4,345-19%$14.9M$10.7M-$4.1M2026-10-02
MassMutual Private Wealth & Trust, FSB
INCREASED18,88169+18,812+27264%$44.2K$10.7M+$10.7M2026-10-05
Blue Zone Wealth Advisors, LLC
NEW18,448—+18,448——$10.5M—2026-10-19
Geremia Financial Services, LLC
UNCHANGED18,42218,42200%$11.8M$10.5M-$1.3M2026-10-19
Bank Julius Baer & Co. Ltd, Zurich
INCREASED18,2883,890+14,398+370%$2.5M$10.4M+$7.9M2026-10-29
Royal Fund Management, LLC
NEW16,997—+16,997——$9.7M—2026-10-22
Elevation Point Wealth Partners, LLC
DECREASED16,97117,261-290-2%$11.1M$9.7M-$1.4M2026-11-05
Avaii Wealth Management, LLC
DECREASED16,69017,617-927-5%$11.3M$9.8M-$1.5M2026-10-09
Integrated Capital Management, LLC
INCREASED16,67116,506+165+1%$10.6M$9.5M-$1.1M2026-10-23
J.W. Cole Advisors, Inc.
INCREASED16,51714,934+1,583+11%$9.6M$9.4M-$176.6K2026-11-05
Strategic Blueprint, LLC
DECREASED16,41416,614-200-1%$10.6M$9.3M-$1.3M2026-10-22
Vontobel Holding Ltd.
INCREASED16,3675,515+10,852+197%$3.5M$9.3M+$5.8M2026-10-16
Farther Finance Advisors, LLC
INCREASED16,07011,975+4,095+34%$7.6M$9.1M+$1.6M2026-10-08
Gimbal Financial
NEW16,003—+16,003——$9.1M—2026-10-19
US Bancorp \de\
INCREASED15,0438,402+6,641+79%$5.4M$8.6M+$3.2M2026-11-05
Family Legacy, Inc.
DECREASED15,02215,286-264-2%$9.8M$8.5M-$1.3M2026-10-13
Sharper & Granite LLC
INCREASED14,92513,026+1,899+15%$8.3M$4.9M-$3.4M2026-11-02
PFG Advisors
INCREASED14,47314,468+5+0%$9.3M$8.2M-$1.0M2026-10-16
Beacon Financial Planning, Inc
DECREASED13,91014,994-1,084-7%$9.6M$7.9M-$1.7M2026-11-04
Global Wealth Strategies & Associates
DECREASED13,86113,880-190%$8.9M$7.9M-$1.0M2026-10-02
Midwest Financial Group LLC
INCREASED13,76512,286+1,479+12%$7.9M$7.8M-$45.2K2026-10-15
Dala Group, LLC
INCREASED13,54412,961+583+5%$8.3M$7.7M-$603.0K2026-10-29
Brookstone Capital Management
INCREASED13,1986,754+6,444+95%$4.3M$7.5M+$3.2M2026-10-22
Tepp RIA, LLC
DECREASED12,93314,465-1,532-11%$9.3M$7.4M-$1.9M2026-10-14
Polaris Financial Partners
NEW12,886—+12,886——$7.3K—2026-10-02
Steele Capital Management, Inc.
INCREASED12,40110,121+2,280+23%$6.5M$7.1M+$566.7K2026-11-02
Rakuten Investment Management, Inc.
DECREASED12,32031,297-18,977-61%$19.2M$7.0M-$12.2M2026-10-30
Lake Hills Wealth Management, LLC
DECREASED12,21814,996-2,778-19%$9.6M$6.9M-$2.7M2026-10-07
Krilogy Financial LLC
INCREASED12,17011,591+579+5%$7.4M$6.6M-$796.4K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED12,03811,473+565+5%$7.4M$6.8M-$506.1K2026-10-21
Aprio Wealth Management, LLC
DECREASED11,94512,768-823-6%$8.2M$6.8M-$1.4M2026-10-28
Magnus Financial Group LLC
DECREASED11,91211,916-40%$7.6M$6.8M-$861.7K2026-10-21
Green Ridge Wealth Planning LLC
INCREASED11,6449,028+2,616+29%$5.8M$6.6M+$836.5K2026-10-08
Genoa Capital Gestora de Recursos Ltda.
NEW11,356—+11,356——$6.5M—2026-10-20
Greenspring Advisors, LLC
INCREASED10,8385,401+5,437+101%$3.5M$6.2M+$2.7M2026-11-05
Thrivent Financial for Lutherans
DECREASED10,729110,838-100,109-90%$71.0M$5.5M-$65.5M2026-11-05
Koshinski Asset Management, Inc.
INCREASED10,29110,126+165+2%$6.5M$5.9M-$636.5K2026-10-29
Klingman & Associates, LLC
DECREASED9,96911,969-2,000-17%$7.7M$5.7M-$2.0M2026-10-20
Keybank National Association
INCREASED9,6539,328+325+3%$6.0M$5.5M-$487.9K2026-11-04
Washington Growth Strategies LLC
INCREASED9,6149,548+66+1%$6.1M$5.5M-$651.1K2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED9,5416,981+2,560+37%$4.5M$5.4M+$952.0K2026-10-23
Moss Adams Wealth Advisors LLC
DECREASED9,2459,518-273-3%$6.1M$5.3M-$841.6K2026-10-28
Laurel OAK Wealth Management, LLC
DECREASED9,1409,521-381-4%$6.1M$5.2M-$903.2K2026-10-19
Matrix Trust Co
DECREASED9,0979,479-382-4%$6.1K$5.2K-$9012026-10-07
Financially Speaking Inc
INCREASED9,06925+9,044+36176%$8.2K$5.2M+$5.1M2026-11-05
Washburn Capital Management, Inc.
INCREASED8,8957,375+1,520+21%$4.7M$5.1M+$332.4K2026-10-19
Apollon Wealth Management, LLC
DECREASED8,6909,002-312-3%$5.8M$4.9M-$826.4K2026-10-23
Mesirow Financial Investment Management, Inc.
DECREASED8,6349,475-841-9%$6.1M$4.9M-$1.2M2026-11-05
Grandview Asset Management LLC
DECREASED8,62511,848-3,223-27%$7.6M$4.9M-$2.7M2026-10-19
Fifth Third Bancorp
DECREASED8,58511,700-3,115-27%$7.5M$4.9M-$2.6M2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED8,4247,298+1,126+15%$4.7M$4.8M+$114.2K2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED8,4048,794-390-4%$5.6M$4.8M-$855.7K2026-10-14
Avior Wealth Management, LLC
INCREASED8,3997,130+1,269+18%$4.6M$4.8M+$207.3K2026-10-13
Comprehensive Financial Planning, Inc.
INCREASED8,1927,820+372+5%$5.0M$4.7M-$352.6K2026-10-27
Focus Financial Network, Inc.
DECREASED7,8798,798-919-10%$5.6M$4.5M-$1.2M2026-10-14
Pennsylvania Capital Management Inc
DECREASED7,8267,990-164-2%$5.1M$4.5M-$669.6K2026-11-05
Prospera Financial Services Inc
DECREASED7,76326,159-18,396-70%$16.8M$3.7M-$13.1M2026-11-04
Sovran Advisors, LLC
INCREASED7,6565,074+2,582+51%$2.5M$3.9M+$1.4M2026-11-02
Mirabaud & Cie SA
UNCHANGED7,5007,50000%$4.8M$4.3M-$540.9K2026-10-27
Paragon Private Wealth Management, LLC
INCREASED7,4901,595+5,895+370%$1.0M$4.3M+$3.2M2026-10-20
Peachtree Investment Partners, LLC
DECREASED7,40217,499-10,097-58%$11.2M$4.2M-$7.0M2026-11-05
Ashton Thomas Securities, LLC
NEW7,307—+7,307——$4.2M—2026-10-26
Victory Financial Group, LLC
INCREASED7,2616,880+381+6%$4.4M$4.1M-$279.5K2026-10-27
Armor Investment Advisors, LLC
DECREASED7,2497,897-648-8%$5.1M$4.1M-$938.0K2026-10-27
Verus Capital Partners, LLC
INCREASED7,1581,836+5,322+290%$1.2M$4.1M+$2.9M2026-11-03
Insight Wealth Partners, LLC
DECREASED7,0398,117-1,078-13%$5.2M$4.0M-$1.2M2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED7,031536+6,495+1212%$329.3K$4.0M+$3.7M2026-10-13
High Point Wealth Management, LLC
DECREASED6,8437,205-362-5%$4.6M$3.9M-$725.2K2026-11-05
MGO One Seven LLC
DECREASED6,8097,008-199-3%$4.5M$3.9M-$618.6K2026-10-28
S&A Financial Services, Inc.
DECREASED6,5516,642-91-1%$4.3M$3.7M-$530.7K2026-11-03
Dedeker Financial LLC
INCREASED6,4706,459+11+0%$4.1M$3.7M-$459.1K2026-10-23
Atria Investments, Inc
DECREASED6,4109,544-3,134-33%$6.1M$3.6M-$2.5M2026-10-15
Vise Technologies, Inc.
INCREASED6,3515,724+627+11%$3.7M$3.6M-$56.3K2026-10-29
Ashton Thomas Private Wealth, LLC
DECREASED6,3196,472-153-2%$4.1M$3.6M-$553.6K2026-11-03
William John Sempolinski
DECREASED6,2967,906-1,610-20%$5.1M$3.6M-$1.5M2026-10-20
Genesee Capital Advisors, LLC
DECREASED6,2856,412-127-2%$4.1M$3.6M-$535.0K2026-10-20
Gold Investment Management Ltd.
DECREASED6,2846,578-294-4%$4.2M$3.6M-$641.6K2026-10-19
RWQ Financial Management Services, Inc.
DECREASED6,26011,155-4,895-44%$7.1M$3.6M-$3.6M2026-10-19
Berbice Capital Management LLC
INCREASED6,1035,493+610+11%$3.5M$3.5M-$49.3K2026-10-13
Forte Asset Management LLC
INCREASED6,0315,459+572+10%$3.5M$3.4M-$68.5K2026-10-13
Corrado Advisors, LLC
DECREASED5,9117,346-1,435-20%$4.7M$3.4M-$1.3M2026-10-27
Commonwealth Financial Services, LLC
DECREASED5,71813,895-8,177-59%$8.9M$3.3M-$5.7M2026-10-20
VVR Holdings LLC
INCREASED5,6492,812+2,837+101%$1.8M$3.2M+$1.4M2026-10-19
Joseph P. Lucia & Associates, LLC
DECREASED5,3995,668-269-5%$3.6M$3.1M-$561.7K2026-10-30
Parallel Advisors, LLC
INCREASED5,3253,797+1,528+40%$2.4M$3.0M+$594.7K2026-11-03
CDM Financial Counseling Services, Inc.
INCREASED5,3155,210+105+2%$3.3M$3.0M-$315.9K2026-10-15
First Financial Bank - Trust Division
DECREASED5,1845,349-165-3%$3.4M$2.9M-$479.6K2026-10-01
Golden State Wealth Management, LLC
INCREASED5,1755,082+93+2%$3.3M$2.9M-$313.6K2026-11-02
Assetmark, Inc
DECREASED5,1515,578-427-8%$3.6M$2.9M-$645.1K2026-10-21
First International Bank of Israel Ltd.
DECREASED4,9757,055-2,080-29%$4.5M$2.8M-$1.7M2026-11-04
Moran Wealth Management, LLC
INCREASED4,9674,593+374+8%$2.9M$2.8M-$118.6K2026-10-22
Robertson Stephens Wealth Management, LLC
DECREASED4,9275,753-826-14%$3.7M$2.8M-$884.6K2026-10-16
Capstone Wealth Management Group, Inc.
DECREASED4,7074,927-220-4%$3.2M$2.7M-$480.3K2026-10-19
Wedbush Securities Inc
INCREASED4,6603,133+1,527+49%$2.0M$2.7K-$2.0M2026-10-22
PW Nova Financial Services LLC
INCREASED4,5044,322+182+4%$2.8M$2.6M-$208.2K2026-10-15
Transcendent Capital Group LLC
DECREASED4,4505,233-783-15%$3.4M$2.5M-$822.7K2026-10-28
Lionshead Wealth Management, LLC
UNCHANGED4,4134,41300%$2.8M$2.5M-$318.2K2026-10-21
Montag A & Associates Inc
INCREASED4,4053,870+535+14%$2.5M$2.5M+$25.1K2026-10-29
Chicago Partners Investment Group LLC
INCREASED4,3993,986+413+10%$2.2M$2.1M-$93.4K2026-10-27
City Holding Co
DECREASED4,3014,361-60-1%$2.8M$2.4M-$348.6K2026-10-19
Root Financial Partners, LLC
DECREASED4,2974,356-59-1%$2.8M$2.4M-$347.7K2026-10-21
Northland Securities, Inc.
INCREASED4,2514,145+106+3%$2.7M$2.4M-$238.7K2026-11-02
Valeo Financial Advisors, LLC
DECREASED4,2244,328-104-2%$2.8M$2.4M-$371.2K2026-10-08
Bokf, NA
INCREASED4,19017+4,173+24547%$10.9K$2.4M+$2.4M2026-10-27
Vista Investment Partners II, LLC
INCREASED4,1893,978+211+5%$2.5M$2.4M-$166.9K2026-10-15
Telos Capital Management, Inc.
DECREASED4,1744,211-37-1%$2.7M$2.4M-$324.7K2026-11-02
Carnegie Investment Counsel
INCREASED4,0852,844+1,241+44%$1.8M$2.3M+$500.6K2026-10-20
First Heartland Consultants, Inc.
DECREASED4,0754,094-190%$2.6M$2.3M-$306.0K2026-10-08
Ritholtz Wealth Management
DECREASED4,0684,514-446-10%$2.9M$2.3M-$579.4K2026-11-05
McHugh Group, LLC
UNCHANGED4,0334,03300%$2.6M$2.3M-$290.9K2026-10-19
Brighton Jones LLC
INCREASED4,0233,961+62+2%$2.5M$2.3M-$250.0K2026-11-03
StoryOne LLC
INCREASED4,0021,935+2,067+107%$1.2M$2.3M+$1.0M2026-10-13
Allspring Global Investments Holdings, LLC
INCREASED3,998102+3,896+3820%$61.2K$2.3M+$2.2M2026-11-04
Simplicity Wealth,LLC
INCREASED3,8953,746+149+4%$2.4M$2.2M-$185.2K2026-10-23
Cassaday & Co Wealth Management LLC
DECREASED3,8933,909-160%$2.5M$2.2M-$291.0K2026-10-27
Somerset Trust Co
INCREASED3,8813,666+215+6%$2.3M$2.2M-$142.1K2026-10-13
Pacific Center for Financial Services
DECREASED3,8744,056-182-4%$2.6M$2.2M-$396.2K2026-10-15
Vigilare Wealth Management
NEW3,870—+3,870——$2.2M—2026-10-29
Ascentis Independent Advisors
INCREASED3,83323+3,810+16565%$14.7K$2.2M+$2.2M2026-11-03
Pinnacle Associates LTD
DECREASED3,8333,886-53-1%$2.5M$2.2M-$310.3K2026-10-20
Robinson Value Management, Ltd.
INCREASED3,7673,587+180+5%$2.3M$2.1M-$156.3K2026-10-20
Juncture Wealth Strategies, LLC
DECREASED3,6363,966-330-8%$2.5M$2.1M-$473.8K2026-10-06
Finley Financial, LLC
INCREASED3,6223,282+340+10%$2.1M$2.1M-$15.5K2026-10-28
Activest Wealth Management
INCREASED3,5963,361+235+7%$2.2M$2.0M-$108.8K2026-10-15
Capital Investment Advisory Services, LLC
DECREASED3,5833,643-60-2%$2.3M$2.0M-$296.6K2026-10-30
McAdam, LLC
INCREASED3,5823,307+275+8%$2.1M$2.0M-$82.2K2026-10-21
Midwest Trust Co
DECREASED3,5593,574-150%$2.3M$2.0M-$266.3K2026-10-22
Independent Wealth Network Inc.
INCREASED3,5263,250+276+8%$2.1M$2.0M-$77.2K2026-10-19
Cyndeo Wealth Partners, LLC
DECREASED3,5023,591-89-2%$2.3M$2.0M-$309.6K2026-10-16
Pinnacle Wealth Management Advisory Group, LLC
DECREASED3,4703,495-25-1%$2.2M$2.0M-$266.2K2026-10-23
Indivisible Partners
NEW3,452—+3,452——$2.0M—2026-10-26
Lyell Wealth Management, LP
INCREASED3,4043,178+226+7%$2.0M$1.9M-$100.7K2026-10-30
Wagner Wealth Management, Corp
INCREASED3,390690+2,700+391%$442.1K$1.9M+$1.5M2026-10-20
Bay Harbor Wealth Management, LLC
INCREASED3,3823,380+2+0%$2.2M$1.9M-$242.6K2026-11-03
AMI Asset Management Corp
NEW3,350—+3,350——$1.9M—2026-10-20
Crestwood Advisors Group, LLC
DECREASED3,3404,134-794-19%$2.6M$1.9M-$749.6K2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED3,3063,106+200+6%$2.0M$1.9M-$110.3K2026-10-27
Sigma Planning Corp
DECREASED3,2163,447-231-7%$2.2M$1.8M-$429.2K2026-10-23
Florin Court Capital LLP
INCREASED3,2002,600+600+23%$1.7M$1.8M+$153.7K2026-11-02
Ironwood Financial, llc
DECREASED3,1753,205-30-1%$1.8M$1.8M+$31.1K2026-10-20
SAX Wealth Advisors, LLC
INCREASED3,1542,552+602+24%$838.7K$1.8M+$954.8K2026-10-13
Ellis Investment Partners, LLC
UNCHANGED3,1543,15400%$2.0M$1.8M-$227.2K2026-10-21
IPG Investment Advisors LLC
INCREASED3,1451,422+1,723+121%$911.2K$1.8M+$877.2K2026-10-30
Bright Financial Advisors, Inc.
INCREASED3,0943,067+27+1%$2.0M$1.8M-$205.9K2026-10-23
Independence Bank of Kentucky
DECREASED3,0823,194-112-4%$2.0M$1.8M-$294.0K2026-10-26
Prairie Advisory, LLC
INCREASED3,0541,466+1,588+108%$939.1K$1.7M+$797.1K2026-10-19
NLB Skladi, upravljanje premozenja, d.o.o.
NEW3,053—+3,053——$1.7M—2026-10-22
Schear Investment Advisers, LLC
NEW3,024—+3,024——$1.7M—2026-10-14
Tempo Wealth, LLC
DECREASED3,0243,798-774-20%$2.4M$1.7M-$714.4K2026-10-14
GSG Advisors LLC
INCREASED3,0033,001+2+0%$1.9M$1.7M-$215.4K2026-11-03
Obermeyer Wealth Partners
UNCHANGED2,9792,97900%$1.9M$1.7M-$214.8K2026-10-21
Beacon Financial Advisory LLC
INCREASED2,9762,899+77+3%$1.9M$1.7M-$165.1K2026-10-16
Westside Investment Management, Inc.
UNCHANGED2,9732,97300%$1.9M$1.7M-$214.4K2026-11-02
Apollon Financial, LLC
INCREASED2,9532,684+269+10%$1.7M$1.7M-$40.6K2026-10-23
Principle Wealth Partners LLC
DECREASED2,9453,253-308-9%$2.1M$1.7M-$409.1K2026-11-02
Capital CS Group, LLC
DECREASED2,9353,258-323-10%$2.1M$1.7M-$419.1K2026-10-29
Ameliora Wealth Management Ltd.
NEW2,933—+2,933——$1.7M—2026-10-23
WealthCare Investment Partners, LLC
INCREASED2,9332,889+44+2%$1.9M$1.7M-$183.9K2026-11-05
Bank of New York Mellon Corp
INCREASED2,9191,295+1,624+125%$830.1K$1.7M+$829.4K2026-11-05
ATX Financial Planning, LLC
DECREASED2,9142,939-25-1%$1.9M$1.7M-$225.9K2026-10-14
VestGen Advisors, LLC
DECREASED2,9018,716-5,815-67%$5.6M$1.6M-$3.9M2026-10-27
Integrity Alliance, Llc.
DECREASED2,9013,562-661-19%$2.3M$1.6M-$633.2K2026-10-29
International Assets Investment Management, LLC
DECREASED2,8873,006-119-4%$1.8M$1.7M-$142.9K2026-11-02
HB Wealth Management, LLC
INCREASED2,8392,580+259+10%$1.7M$1.6M-$38.7K2026-10-23
Ignite Planners, LLC
INCREASED2,7962,350+446+19%$1.5M$1.6M+$84.5K2026-10-14
Signature Equity Partners, LLC
DECREASED2,7543,304-550-17%$2.1M$1.6M-$551.0K2026-10-29
Choreo, LLC
INCREASED2,7432,235+508+23%$1.4M$1.6M+$127.5K2026-10-28
Axxcess Wealth Management, LLC
INCREASED2,710364+2,346+645%$233.4K$1.5M+$1.3M2026-10-21
Fortitude Advisory Group L.L.C.
DECREASED2,6792,755-76-3%$1.8M$1.5M-$241.9K2026-10-15
Apella Capital, LLC
INCREASED2,6262,441+185+8%$1.3M$1.5M+$184.0K2026-10-08
Pines Wealth Management, LLC
DECREASED2,6242,659-35-1%$1.7M$1.5M-$211.7K2026-10-21
Fairvoy Private Wealth, LLC
DECREASED2,6132,680-67-2%$1.7M$1.5M-$231.4K2026-10-19
Bauman Advisory Group, LLC
INCREASED2,5892,457+132+5%$1.6M$1.5M-$101.8K2026-10-29
Fortune Financial Group, Inc.
INCREASED2,5312,428+103+4%$1.6M$1.4M-$116.8K2026-10-22
Blue Bell Private Wealth Management, LLC
INCREASED2,524113+2,411+2134%$72.4K$1.4M+$1.4M2026-10-29
National Wealth Management Group, LLC
INCREASED2,5132,504+9+0%$1.6M$1.4M-$175.3K2026-10-26
Lynx Investment Advisory
DECREASED2,4862,664-178-7%$1.7M$1.4M-$293.5K2026-10-27
Triad Wealth Partners, LLC
DECREASED2,4752,798-323-12%$1.4M$1.4M-$13.1K2026-10-26
Trust Co of Oklahoma
INCREASED2,4622,405+57+2%$1.5M$1.4M-$141.0K2026-10-15
SeaCrest Wealth Management, LLC
INCREASED2,4512,367+84+4%$1.5M$1.4M-$123.0K2026-10-21
Retirement Planning Group, LLC
DECREASED2,4442,525-81-3%$1.6M$1.4M-$228.2K2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED2,4212,375+46+2%$1.5M$1.4M-$145.5K2026-10-14
White Lighthouse Investment Management Inc.
DECREASED2,4142,525-111-4%$1.6M$1.4M-$245.2K2026-10-21
Cambiar Investors LLC
NEW2,376—+2,376——$1.4M—2026-11-04
AlphaCore Capital LLC
INCREASED2,3592,233+126+6%$1.4M$1.3M-$89.4K2026-11-04
Global Assets Advisory, LLC
DECREASED2,3572,370-13-1%$1.4M$1.4M-$39.2K2026-10-28
Equitable Trust Co
DECREASED2,3523,174-822-26%$2.0M$1.3M-$696.3K2026-10-13
Brooklyn FI, LLC
INCREASED2,301767+1,534+200%$426.1K$329.0K-$97.1K2026-11-05
Acorn Wealth Advisors, LLC
DECREASED2,3002,338-38-2%$1.5M$1.3M-$190.2K2026-10-19
Lodestar Private Asset Management LLC
INCREASED2,2862,106+180+9%$1.3M$1.3M-$49.4K2026-10-26
Selective Wealth Management, Inc.
INCREASED2,2652,254+11+0%$1.2M$1.2M-$10.4K2026-10-16
Pathway Financial Advisers, LLC
INCREASED2,2582,178+80+4%$1.4M$1.3M-$111.6K2026-10-27
Aspiriant, LLC
INCREASED2,2541,887+367+19%$1.2M$1.3M+$72.6K2026-10-16
New England Private Wealth Advisors LLC
INCREASED2,2152,213+2+0%$1.2M$1.3M+$92.9K2026-10-19
Beaumont Financial Advisors, LLC
DECREASED2,2082,258-50-2%$1.4M$1.3M-$191.3K2026-10-22
Accurate Wealth Management, LLC
INCREASED2,2052,110+95+5%$1.2M$1.2M-$27.3K2026-10-20
Banque Pictet & CIE SA
INCREASED2,2001,500+700+47%$961.1K$1.3M+$289.9K2026-10-16
Aafmaa Wealth Management & Trust LLC
DECREASED2,1887,739-5,551-72%$5.0M$1.2M-$3.7M2026-10-14
Patriot Investment Management Group, Inc.
DECREASED2,1802,585-405-16%$1.7M$1.2M-$416.7K2026-10-15
Harbor Asset Planning, Inc.
UNCHANGED2,1712,17100%$1.4M$1.2M-$155.9K2026-10-23
Congress Asset Management Co
NEW2,133—+2,133——$1.2M—2026-10-06
Wealth Management Partners, LLC
INCREASED2,1051,510+595+39%$967.6K$1.2M+$229.4K2026-10-21
Eagle Strategies LLC
INCREASED2,0731,928+145+8%$1.2M$1.2M-$56.6K2026-10-16
Roman Butler Fullerton & Co
INCREASED2,0111,317+694+53%$729.2K$1.0M+$280.3K2026-10-27
111 Capital
NEW2,008—+2,008——$1.1M—2026-11-03
EverSource Wealth Advisors, LLC
INCREASED1,9961,701+295+17%$1.1M$1.1M+$44.8K2026-11-04
Global View Capital Management LLC
INCREASED1,9841,783+201+11%$1.1M$1.1M-$14.3K2026-10-28
First Growth Capital LLC
NEW1,966—+1,966——$1.1M—2026-10-15
RDA Financial Network
UNCHANGED1,9561,95600%$1.3M$1.1M-$141.1K2026-10-15
Centerpoint Advisory Group
INCREASED1,9521,551+401+26%$993.8K$1.1M+$116.2K2026-10-23
Annex Advisory Services, LLC
DECREASED1,9462,323-377-16%$1.5M$1.1M-$381.8K2026-10-16
First Horizon Corp
DECREASED1,8611,904-43-2%$1.2M$1.1M-$161.8K2026-10-26
Cypress Wealth Services, LLC
DECREASED1,8471,945-98-5%$1.2M$1.1M-$157.6K2026-10-21
Grimes & Co Wealth Management, LLC
DECREASED1,8331,916-83-4%$1.2M$1.0M-$184.9K2026-10-29
Schuylkill Financial LLC
INCREASED1,8271,604+223+14%$1.0M$1.0M+$11.1K2026-10-21
Pioneer Family Office, LLC
DECREASED1,8157,585-5,770-76%$4.9M$1.0M-$3.8M2026-10-30
NWF Advisory Services Inc.
INCREASED1,7811,662+119+7%$1.1M$1.0M-$52.2K2026-10-19
Merrion Investment Management Co, LLC
UNCHANGED1,7501,75000%$1.1M$995.1K-$126.2K2026-10-16
WBH Advisory Inc
DECREASED1,7431,744-10%$1.1M$991.2K-$126.3K2026-11-05
D.A. Davidson & Co.
INCREASED1,7411,713+28+2%$1.1M$990.1K-$108.1K2026-10-28
StoneCrest Wealth Management, Inc.
DECREASED1,7251,739-14-1%$1.1M$980.9K-$133.4K2026-11-03
Oak Barrel Wealth Advisory LLC
INCREASED1,7221,692+30+2%$1.1M$979.1K-$104.9K2026-11-05
HCR Wealth Advisors
INCREASED1,710760+950+125%$487.0K$972.4K+$485.4K2026-10-15
KFG Wealth Management, LLC
DECREASED1,6911,924-233-12%$1.2M$961.8K-$270.8K2026-10-16
Urban Wealth Management, LLC
DECREASED1,6351,815-180-10%$1.2M$929.7K-$233.3K2026-10-21
Almanack Investment Partners, Llc.
INCREASED1,624787+837+106%$504.0K$923.2K+$419.2K2026-11-03
Winthrop Advisory Group LLC
DECREASED1,5761,634-58-4%$1.0M$896.2K-$150.7K2026-10-22
PTM Wealth Management, LLC
INCREASED1,5751,574+1+0%$829.4K$928.3K+$98.8K2026-10-23
Marshall & Sterling Wealth Advisors Inc.
DECREASED1,5681,961-393-20%$1.3M$891.7K-$365.0K2026-10-28
Grantvest Financial Group LLC
INCREASED1,540652+888+136%$417.7K$875.8K+$458.2K2026-10-21
Cornerstone Wealth Management, LLC
INCREASED1,5401,509+31+2%$966.8K$875.7K-$91.1K2026-11-04
Buttonwood Financial Advisors Inc.
UNCHANGED1,5401,54000%$986.8K$875.7K-$111.1K2026-10-13
Larson Financial Group LLC
INCREASED1,5391,522+17+1%$975.1K$875.0K-$100.1K2026-11-05
Charter Capital Management, Llc\de
INCREASED1,5371,425+112+8%$913.0K$874.2K-$38.8K2026-10-28
Nations Financial Group Inc,
INCREASED1,5231,482+41+3%$949.6K$866.0K-$83.6K2026-11-05
Rinkey Investments
DECREASED1,5181,610-92-6%$1.0M$863.2K-$168.4K2026-10-28
Wealthstar Advisors, LLC
DECREASED1,5091,688-179-11%$1.1M$857.9K-$223.8K2026-10-19
Mullooly Asset Management, Inc.
INCREASED1,5031,502+1+0%$962.2K$854.5K-$107.8K2026-10-30
Fragasso Financial Advisors Inc
INCREASED1,5021,501+1+0%$962.0K$840.3K-$121.6K2026-10-13
Key Client Fiduciary Advisors, LLC
INCREASED1,4991,398+101+7%$895.7K$852.2K-$43.4K2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED1,4941,375+119+9%$881.0K$849.5K-$31.5K2026-10-21
HBW Advisory Services LLC
INCREASED1,4851,137+348+31%$728.8K$844.5K+$115.7K2026-10-15
Madrona Financial Services, LLC
DECREASED1,4751,633-158-10%$1.0M$838.9K-$207.5K2026-10-23
GoalVest Advisory LLC
INCREASED1,4731,198+275+23%$767.6K$837.6K+$70.0K2026-10-02
Jacobi Capital Management LLC
DECREASED1,4531,717-264-15%$1.1M$826.0K-$274.3K2026-11-05
Ballast Financial Advisors LLC
DECREASED1,4281,510-82-5%$967.4K$811.9K-$155.5K2026-10-26
CoreCap Advisors, LLC
DECREASED1,4101,538-128-8%$985.4K$802.2K-$183.2K2026-10-08
Summa Corp.
INCREASED1,4041,120+284+25%$565.5K$798.4K+$232.9K2026-10-30
Florida Trust Wealth Management Co
INCREASED1,4011,253+148+12%$802.9K$796.7K-$6.2K2026-11-05
Gerber, LLC
INCREASED1,3861,267+119+9%$811.9K$788.3K-$23.6K2026-10-21
Howard Financial Services, Ltd.
DECREASED1,3521,372-20-1%$879.3K$769.0K-$110.2K2026-10-15
Willner & Heller, LLC
DECREASED1,3481,376-28-2%$881.9K$766.7K-$115.3K2026-10-28
Andina Capital Management, LLC
DECREASED1,3351,421-86-6%$910.5K$759.1K-$151.4K2026-10-21
Soltis Investment Advisors LLC
DECREASED1,3311,342-11-1%$860.0K$757.0K-$103.0K2026-10-28
PKS Advisory Services, LLC
UNCHANGED1,3241,32400%$848.0K$848.0K$02026-10-26
Connecticut Wealth Management, LLC
UNCHANGED1,3131,31300%$841.3K$746.6K-$94.7K2026-10-13
American Institute for Advanced Investment Management, LLP
DECREASED1,3001,413-113-8%$905.4K$739.2K-$166.2K2026-11-03
Kachkovsky & Fisher, Inc.
INCREASED1,2981,290+8+1%$826.5K$737.9K-$88.6K2026-10-21
Davis Investment Partners, LLC
INCREASED1,296847+449+53%$543.0K$736.8K+$193.8K2026-11-05
Trust Point Inc.
UNCHANGED1,2961,29600%$830.4K$737.0K-$93.5K2026-10-27
Investment Management Trust, LLC
INCREASED1,2861,285+1+0%$823.6K$731.3K-$92.2K2026-11-05
Carrera Capital Advisors
INCREASED1,279760+519+68%$486.8K$727.0K+$240.2K2026-11-03
Busey Bank
UNCHANGED1,2721,27200%$815.0K$723.3K-$91.7K2026-10-26
North Star Investment Management Corp.
INCREASED1,2691,228+41+3%$787.0K$721.6K-$65.4K2026-10-27
Citizens Financial Group Inc
DECREASED1,2561,320-64-5%$845.9K$714.3K-$131.6K2026-10-23
Creative Financial Designs Inc
UNCHANGED1,2481,24800%$799.6K$709.9K-$89.6K2026-11-04
Saxon Interests, Inc.
INCREASED1,237992+245+25%$635.7K$703.5K+$67.8K2026-10-26
Ferguson Wellman Capital Management, Inc
UNCHANGED1,2341,23400%$790.7K$701.7K-$89.0K2026-10-05
Private Trust Co NA
INCREASED1,231887+344+39%$568.5K$700.1K+$131.6K2026-10-20
Basso Capital Management, L.P.
INCREASED1,2291,132+97+9%$725.3K$698.8K-$26.5K2026-10-30
Fiduciary Financial Group, LLC
DECREASED1,2211,301-80-6%$833.5K$694.2K-$139.3K2026-10-13
Syntegra Private Wealth Group, LLC
DECREASED1,2191,930-711-37%$1.2M$693.2K-$543.5K2026-10-13
Milestone Asset Management Group, LLC
INCREASED1,2161,163+53+5%$745.2K$691.2K-$54.0K2026-10-20
Essential Investment Partners LLC
NEW1,200—+1,200——$682.4K—2026-10-27
HUB Investment Partners, LLC
INCREASED1,197561+636+113%$359.3K$680.5K+$321.2K2026-11-03
Quadrant Private Wealth Management, LLC
NEW1,186—+1,186——$674.4K—2026-11-04
McKinley Carter Wealth Services, Inc.
INCREASED1,1851,114+71+6%$713.8K$674.1K-$39.7K2026-10-16
Riverbend Wealth Management, LLC
UNCHANGED1,1741,17400%$752.2K$667.6K-$84.6K2026-10-15
Rosenberg Matthew Hamilton
UNCHANGED1,1631,16300%$745.2K$661.3K-$83.9K2026-10-05
Madrid Wealth Management, LLC
UNCHANGED1,1561,15600%$740.7K$657.3K-$83.4K2026-10-23
Cornerstone Planning, LLC
INCREASED1,1521,137+15+1%$728.5K$737.1K+$8.5K2026-10-27
Hazlett, Burt & Watson, Inc.
UNCHANGED1,1501,15000%$733.0K$651.0K-$82.0K2026-11-04
Signature Estate & Investment Advisors LLC
DECREASED1,1471,230-83-7%$788.1K$652.3K-$135.8K2026-10-13
Regions Financial Corp
DECREASED1,1211,209-88-7%$774.7K$637.4K-$137.2K2026-11-05
Asset One Wealth Management LLC
DECREASED1,1011,226-125-10%$680.8K$626.1K-$54.7K2026-11-02
World Equity Group, Inc.
INCREASED1,099607+492+81%$388.9K$624.9K+$236.0K2026-10-14
New York Life Investment Management LLC
DECREASED1,0961,452-356-25%$930.4K$623.2K-$307.2K2026-11-04
Accredited Investors Inc.
INCREASED1,0851,081+4+0%$692.4K$616.9K-$75.5K2026-11-03
Essex Bank
UNCHANGED1,0741,07400%$688.2K$610.7K-$77.5K2026-10-16
Procyon Advisors, LLC
DECREASED1,06512,701-11,636-92%$8.1M$605.3K-$7.5M2026-10-21
TruNorth Capital Management, LLC
UNCHANGED1,0441,04400%$669.0K$593.7K-$75.3K2026-10-14
Kathmere Capital Management, LLC
UNCHANGED1,0221,02200%$654.9K$581.2K-$73.7K2026-10-20
Regatta Capital Group, LLC
INCREASED1,018890+128+14%$570.1K$578.4K+$8.4K2026-10-23
Patten & Patten Inc
DECREASED1,0111,015-40%$650.4K$574.9K-$75.5K2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
DECREASED1,0031,159-156-13%$742.6K$570.3K-$172.3K2026-10-15
Southern Capital Advisors, LLC
INCREASED1,0011,000+1+0%$640.7K$569.4K-$71.3K2026-10-26
Cache Advisors, LLC
UNCHANGED1,0001,00000%$640.8K$568.6K-$72.1K2026-10-16
Chicago Capital, LLC
UNCHANGED99999900%$640.1K$568.1K-$72.0K2026-10-13
St. Louis Financial Planners Asset Management, LLC
NEW994—+994——$495.8K—2026-10-16
Clear Creek Financial Management, LLC
DECREASED991992-10%$635.6K$563.5K-$72.1K2026-10-28
Flagship Harbor Advisors, LLC
DECREASED990999-9-1%$640.2K$563.2K-$77.0K2026-10-26
BIP Wealth, LLC
DECREASED9881,183-195-16%$758.0K$561.7K-$196.3K2026-10-22
Signal Advisors Wealth, LLC
INCREASED987912+75+8%$584.1K$561.1K-$23.0K2026-10-13
Matauro, LLC
NEW983—+983——$559.1K—2026-11-03
Sculati Wealth Management, LLC
UNCHANGED98398300%$512.9K$535.6K+$22.6K2026-10-19
Wedmont Private Capital
DECREASED9823,450-2,468-72%$2.0M$553.3K-$1.5M2026-10-09
FSM Wealth Advisors, LLC
INCREASED982864+118+14%$553.6K$553.3K-$2792026-10-27
Modera Wealth Management, LLC
DECREASED979981-20%$628.4K$556.7K-$71.7K2026-10-28
Triton Wealth Management, Pllc
NEW975—+975——$455.7K—2026-11-04
Balboa Wealth Partners
INCREASED960959+1+0%$614.3K$545.6K-$68.7K2026-10-20
Dale Q Rice Investment Management Ltd
UNCHANGED95995900%$614.5K$545.3K-$69.2K2026-10-09
Flagship Wealth Advisors, LLC
DECREASED9541,006-52-5%$644.6K$542.5K-$102.1K2026-11-03
Facet Wealth, Inc.
INCREASED950346+604+175%$221.7K$540.2K+$318.5K2026-11-04
JB Capital LLC
INCREASED945812+133+16%$520.1K$537.2K+$17.1K2026-10-19
Well Done, LLC
DECREASED94215,472-14,530-94%$9.9M$535.7K-$9.4M2026-10-20
Sweeney & Michel, LLC
INCREASED933932+1+0%$506.4K$530.3K+$23.9K2026-10-16
Compound Planning, Inc.
INCREASED930672+258+38%$430.6K$528.6K+$98.0K2026-11-05
New Wave Wealth Advisors LLC
NEW925—+925——$503.1K—2026-10-19
Acropolis Investment Management, LLC
UNCHANGED92392300%$591.4K$524.9K-$66.6K2026-10-08
Blue Trust, Inc.
INCREASED915853+62+7%$546.6K$520.0K-$26.5K2026-10-15
Sage Mountain Advisors LLC
UNCHANGED91391300%$585.2K$519.3K-$65.9K2026-11-02
Capital Investment Advisors, LLC
INCREASED910792+118+15%$507.5K$517.6K+$10.1K2026-10-22
Virtue Capital Management, LLC
DECREASED9061,922-1,016-53%$1.2M$515.2K-$716.4K2026-10-29
Chung Wu Investment Group, LLC
NEW900—+900——$511.8K—2026-11-03
Philadelphia Trust Co
UNCHANGED89989900%$576.0K$511.0K-$65.0K2026-11-05
Grant Private Wealth Management Inc
DECREASED8931,037-144-14%$664.5K$507.8K-$156.7K2026-10-19
Bigelow Investment Advisors, LLC
INCREASED886864+22+3%$553.6K$503.8K-$49.8K2026-10-13
Physician Wealth Advisors, Inc.
DECREASED882913-31-3%$584.8K$501.5K-$83.2K2026-10-20
Glenview Trust Co
DECREASED881987-106-11%$632.4K$501.0K-$131.5K2026-10-28
Heartwood Wealth Advisors LLC
UNCHANGED86686600%$554.9K$492.4K-$62.5K2026-10-05
Valen Private Capital, LLC
NEW864—+864——$491.4K—2026-10-23
Certified Advisory Corp
DECREASED861963-102-11%$617.1K$489.8K-$127.3K2026-10-29
First Interstate Bank
DECREASED8371,097-260-24%$702.9K$476.0K-$227.0K2026-10-23
XML Financial, LLC
INCREASED834833+1+0%$533.8K$474.0K-$59.8K2026-10-29
GK Wealth Management LLC
DECREASED833999-166-17%$639.9K$473.4K-$166.5K2026-10-09
Sigma Investment Counselors Inc
INCREASED833683+150+22%$437.9K$473.6K+$35.7K2026-10-27
Outlook Wealth Advisors, LLC
UNCHANGED82882800%$530.5K$470.8K-$59.7K2026-10-28
KTF Investments, LLC
UNCHANGED82482400%$528.0K$468.6K-$59.4K2026-10-23
First Financial Group Corp
DECREASED817824-7-1%$528.1K$464.8K-$63.3K2026-10-22
Warren Street Wealth Advisors, LLC
INCREASED814813+1+0%$521.1K$462.7K-$58.4K2026-11-04
Oxler Private Wealth LLC
INCREASED807767+40+5%$491.7K$459.2K-$32.6K2026-10-21
MPS Loria Financial Planners, LLC
INCREASED806628+178+28%$402.4K$458.6K+$56.1K2026-10-14
Secure Asset Management, LLC
INCREASED805709+96+14%$454.3K$457.8K+$3.5K2026-10-19
Waldron Private Wealth LLC
DECREASED801857-56-7%$549.0K$455.5K-$93.5K2026-11-02
BCS Wealth Management
INCREASED801785+16+2%$503.2K$455.7K-$47.5K2026-11-03
Fiduciary Alliance LLC
DECREASED7981,608-810-50%$1.0M$453.8K-$576.8K2026-10-13
Inscription Capital, LLC
UNCHANGED79579500%$509.4K$452.1K-$57.3K2026-11-02
MSH Capital Advisors LLC
INCREASED792791+1+0%$507.1K$450.3K-$56.8K2026-11-03
Goelzer Investment Management, Inc.
DECREASED780807-27-3%$517.1K$443.5K-$73.6K2026-10-16
Davenport & Co LLC
DECREASED7781,886-1,108-59%$1.2M$442.2K-$766.0K2026-10-14
Hyposwiss Advisors SA
UNCHANGED77477400%$495.9K$440.1K-$55.8K2026-10-26
Strategic Planning Group, LLC
NEW772—+772——$439.3K—2026-10-22
Titleist Asset Management, LLC
DECREASED769850-81-10%$544.4K$437.4K-$107.0K2026-10-08
Interchange Capital Partners, LLC
DECREASED764774-10-1%$495.9K$434.4K-$61.5K2026-10-28
Kingdom Financial Group Llc.
DECREASED761798-37-5%$511.2K$432.7K-$78.5K2026-11-04
Stewardship Concepts Financial Services LLC
DECREASED760796-36-5%$510.2K$432.4K-$77.8K2026-10-06
Focus Wealth Advisors, LLC
UNCHANGED75375300%$482.5K$428.2K-$54.3K2026-10-14
Commerce Advisors, LLC
UNCHANGED75075000%$480.6K$426.5K-$54.1K2026-10-19
Wilkins Investment Counsel Inc
UNCHANGED75075000%$480.6K$426.5K-$54.1K2026-11-03
Integrated Advisors Network LLC
DECREASED748890-142-16%$570.6K$425.3K-$145.2K2026-10-20
Kelly Financial Services LLC
DECREASED748756-8-1%$484.5K$425.4K-$59.1K2026-10-20
Central Trust Co
DECREASED744750-6-1%$480.6K$423.1K-$57.5K2026-11-05
Sagespring Wealth Partners, LLC
INCREASED742616+126+20%$394.9K$421.8K+$26.9K2026-10-22
Williams Jones Wealth Management, Llc.
DECREASED738813-75-9%$520.9K$419.7K-$101.3K2026-11-05
Accelerate Investment Advisors LLC
DECREASED727755-28-4%$483.8K$413.6K-$70.2K2026-11-02
Cresta Advisors, Ltd.
UNCHANGED72672600%$465.2K$412.8K-$52.4K2026-10-14
Clarus Group, Inc.
UNCHANGED72572500%$464.6K$412.3K-$52.3K2026-10-21
Elevate Wealth Advisory, Inc
UNCHANGED72372300%$463.3K$411.4K-$51.9K2026-10-29
Nova Financial LLC
NEW706—+706——$401.5K—2026-11-04
Huntleigh Advisors, Inc.
DECREASED699759-60-8%$486.0K$397.2K-$88.8K2026-11-03
SeaBridge Investment Advisors LLC
NEW695—+695——$395.2K—2026-11-02
Leuthold Group, LLC
DECREASED693754-61-8%$483.1K$394.1K-$89.1K2026-11-04
Appalachian Capital Management Ltd
UNCHANGED68968900%$441.5K$392.0K-$49.5K2026-10-14
Journey Advisory Group, LLC
UNCHANGED67567500%$432.5K$383.8K-$48.7K2026-11-04
Detalus Advisors, LLC
DECREASED671717-46-6%$459.6K$381.7K-$77.9K2026-10-15
Vista Finance, LLC
INCREASED670545+125+23%$349.2K$381.0K+$31.8K2026-10-23
Tritonpoint Wealth, LLC
INCREASED670660+10+2%$422.9K$381.0K-$41.9K2026-10-19
J.Safra Asset Management Corp
UNCHANGED66566500%$426.1K$378.1K-$48.0K2026-11-03
Private Client Services, LLC
NEW659—+659——$374.5K—2026-10-02
Angeles Wealth Management, LLC
UNCHANGED65765700%$421.0K$373.6K-$47.4K2026-10-26
Oakworth Capital, Inc.
UNCHANGED65065000%$414.4K$369.6K-$44.8K2026-10-26
15 Wealth Advisors LLC
NEW647—+647——$368.1K—2026-10-14
James Investment Research, Inc.
NEW647—+647——$367.9K—2026-10-22
Tactive Advisors, LLC
INCREASED644520+124+24%$333.5K$365.9K+$32.5K2026-10-08
Capital Squared Financial LLC
INCREASED641604+37+6%$386.9K$364.7K-$22.3K2026-10-30
Riverchase Wealth Management, LLC
UNCHANGED64164100%$410.7K$364.5K-$46.2K2026-10-28
Omega Financial Group, LLC
INCREASED638629+9+1%$403.1K$362.9K-$40.3K2026-10-29
Breakwater Capital Group
DECREASED632634-20%$406.2K$359.3K-$46.9K2026-10-09
Gill Capital Partners, LLC
INCREASED631616+15+2%$394.9K$359.0K-$35.9K2026-10-13
HF Advisory Group, LLC
DECREASED630682-52-8%$437.0K$358.5K-$78.5K2026-10-09
Cornerstone Wealth Group, LLC
DECREASED628724-96-13%$464.0K$357.2K-$106.8K2026-11-02
Fairfield Financial Advisors, LTD
NEW627—+627——$356.8K—2026-10-14
Sepio Capital, LP
INCREASED625589+36+6%$377.4K$355.4K-$22.0K2026-10-22
Friedenthal Financial
INCREASED620609+11+2%$390.2K$352.6K-$37.7K2026-10-27
Venture Visionary Partners LLC
INCREASED616454+162+36%$290.9K$350.3K+$59.4K2026-10-07
Crosspoint Financial, LLC
DECREASED610685-75-11%$438.9K$346.9K-$92.1K2026-11-03
Cornell Pochily Investment Advisors, Inc.
INCREASED602552+50+9%$353.9K$342.6K-$11.4K2026-10-19
Unique Wealth, LLC
NEW601—+601——$341.8K—2026-10-16
Archer Investment Corp
INCREASED601522+79+15%$334.2K$341.9K+$7.6K2026-11-05
Firethorn Wealth Partners, LLC
DECREASED6001,100-500-45%$704.9K$341.2K-$363.7K2026-10-14
Core Wealth Partners LLC
INCREASED600524+76+15%$335.8K$341.2K+$5.4K2026-11-02
Values Added Financial LLC
UNCHANGED60060000%$384.5K$341.2K-$43.3K2026-10-28
Woodley Farra Manion Portfolio Management Inc
INCREASED599480+119+25%$307.6K$340.6K+$33.1K2026-11-05
Pinion Investment Advisors, LLC
INCREASED595509+86+17%$326.1K$338.3K+$12.2K2026-11-04
Blackston Financial Advisory Group, LLC
DECREASED595670-75-11%$429.4K$338.4K-$91.0K2026-11-04
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED59459400%$380.6K$337.9K-$42.7K2026-10-29
Signaturefd, LLC
INCREASED592438+154+35%$280.7K$336.6K+$56.0K2026-10-23
Box Hill Private Wealth LLC
INCREASED592580+12+2%$371.6K$336.8K-$34.8K2026-10-05
BCO Wealth Management LLC
DECREASED588605-17-3%$387.7K$334.4K-$53.3K2026-10-14
Seros Financial, LLC
NEW585—+585——$332.7K—2026-10-21
Tandem Capital Management Corp
INCREASED579559+20+4%$358.2K$329.2K-$28.9K2026-10-22
Revisor Wealth Management LLC
DECREASED577595-18-3%$381.5K$306.6K-$74.9K2026-10-20
Perigon Wealth Management, LLC
DECREASED567617-50-8%$395.3K$322.3K-$73.0K2026-10-22
Accel Wealth Management
UNCHANGED56756700%$363.3K$322.4K-$40.9K2026-10-13
Affinity Capital Advisors, LLC
NEW564—+564——$315.5K—2026-10-13
Tucker Asset Management LLC
DECREASED562602-40-7%$385.7K$319.6K-$66.2K2026-10-29
Penobscot Wealth Management
UNCHANGED56056000%$358.9K$318.7K-$40.2K2026-10-21
Avantax Planning Partners, Inc.
INCREASED559553+6+1%$354.3K$317.8K-$36.5K2026-11-03
Sentry LLC
INCREASED555463+92+20%$296.7K$315.6K+$18.9K2026-10-30
Crusonia Wealth Advisors LLC
NEW549—+549——$312.3K—2026-10-26
Arch Global Advisors, LLC
INCREASED549426+123+29%$273.0K$312.2K+$39.2K2026-10-23
Atlas Private Wealth Advisors
INCREASED545494+51+10%$316.7K$309.7K-$7.0K2026-10-23
Trust Co of the South
UNCHANGED54354300%$347.9K$308.8K-$39.2K2026-10-21
Sacks & Associates, LLC
UNCHANGED53853800%$271.6K$305.9K+$34.3K2026-10-09
Avidian Wealth Enterprises, LLC
UNCHANGED53753700%$343.8K$305.1K-$38.7K2026-10-08
Signature Resources Capital Management, LLC
INCREASED521450+71+16%$288.3K$296.1K+$7.8K2026-10-16
Essex LLC
UNCHANGED52152100%$333.8K$296.3K-$37.6K2026-10-14
Parsons Capital Management Inc
DECREASED520596-76-13%$381.9K$295.7K-$86.2K2026-10-28
M Holdings Securities, Inc.
NEW517—+517——$236—2026-11-03
Naples Global Advisors, LLC
UNCHANGED51751700%$331.4K$294.1K-$37.3K2026-11-05
Fifth Third Securities, Inc.
DECREASED5125,193-4,681-90%$3.3M$291.1K-$3.0M2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
DECREASED500606-106-17%$388.1K$284.2K-$104.0K2026-10-15
Eastern Bank
UNCHANGED49849800%$319.1K$283.2K-$35.9K2026-10-05
Mascagni Wealth Management, Inc.
UNCHANGED49749700%$318.5K$282.6K-$35.8K2026-10-23
My Personal CFO, LLC
UNCHANGED48948900%$313.2K$278.1K-$35.1K2026-10-14
Summit Financial Strategies, Inc.
UNCHANGED48948900%$313.3K$278.1K-$35.3K2026-10-14
Founders Financial Securities LLC
INCREASED486472+14+3%$302.6K$276.5K-$26.0K2026-10-28
Armstrong Advisory Group, Inc
DECREASED485541-56-10%$346.9K$276.0K-$70.9K2026-10-09
Michels Family Financial, LLC
NEW484—+484——$275.4K—2026-11-02
CWA Asset Management Group, LLC
DECREASED480483-3-1%$309.7K$273.2K-$36.5K2026-10-19
Nestegg Advisors, Inc.
UNCHANGED47647600%$305.1K$270.8K-$34.2K2026-10-21
Optivise Advisory Services LLC
INCREASED474448+26+6%$287.1K$269.5K-$17.5K2026-10-19
YHB Investment Advisors, Inc.
DECREASED469480-11-2%$307.6K$266.7K-$40.9K2026-10-08
Princeton Capital Management LLC
UNCHANGED46546500%$298.1K$264.6K-$33.5K2026-10-27
Polaris Investment Advisors, LLC
UNCHANGED46546500%$298.0K$264.4K-$33.5K2026-10-20
Nfsg Corp
INCREASED460443+17+4%$284.0K$261.3K-$22.7K2026-10-15
Terra Nova Asset Management LLC
INCREASED458358+100+28%$229.5K$260.7K+$31.2K2026-10-13
Grove Bank & Trust
NEW456—+456——$259.3K—2026-10-08
First Citizens Bank & Trust Co
DECREASED455587-132-22%$376.1K$258.7K-$117.4K2026-10-14
Instrumental Wealth, LLC
INCREASED453414+39+9%$265.6K$257.4K-$8.1K2026-10-20
CMG Global Holdings, LLC
UNCHANGED45245200%$289.7K$257.2K-$32.5K2026-10-14
Mechanics Bank Trust Department
UNCHANGED45045000%$288.3K$255.9K-$32.5K2026-10-13
Tcfg Investment Advisors, LLC
UNCHANGED45045000%$288.3K$255.9K-$32.5K2026-10-20
Trust Co of Toledo NA
UNCHANGED45045000%$288.3K$255.9K-$32.5K2026-10-16
Blodgett Wealth Advisors, LLC
UNCHANGED45045000%$288.3K$255.9K-$32.5K2026-10-23
Joel Isaacson & Co., LLC
UNCHANGED44744700%$286.2K$254.2K-$32.1K2026-11-05
AMG National Trust Bank
NEW443—+443——$252.1K—2026-11-05
Parkside Financial Bank & Trust
UNCHANGED44144100%$282.3K$250.6K-$31.7K2026-10-27
Wisconsin Wealth Advisors, LLC
UNCHANGED44044000%$281.7K$250.0K-$31.7K2026-10-08
Demars Financial Group, LLC
DECREASED439473-34-7%$303.1K$249.6K-$53.4K2026-10-22
Olistico Wealth, LLC
DECREASED430501-71-14%$321.0K$244.5K-$76.5K2026-10-05
Calder Financial LLC
INCREASED430365+65+18%$234.0K$244.8K+$10.8K2026-10-13
Bluedoor Private Wealth, LLC
NEW429—+429——$243.9K—2026-11-05
Pachira Investments Inc.
UNCHANGED42942900%$275.0K$244.2K-$30.8K2026-10-14
Waystone Advisors LLC
UNCHANGED42942900%$274.9K$274.9K$02026-10-16
Advisor Resource Council
INCREASED428379+49+13%$220.4K$252.3K+$31.9K2026-11-05
Baxter Bros Inc
DECREASED422435-13-3%$278.7K$240.0K-$38.8K2026-11-04
United Advisor Group, LLC
INCREASED419351+68+19%$224.9K$238.3K+$13.4K2026-11-03
Summit Wealth Group LLC / Co
UNCHANGED41141100%$263.4K$233.7K-$29.6K2026-10-29
Heirloom Wealth Management
DECREASED410411-10%$263.5K$233.3K-$30.2K2026-10-14
Townsend Financial Planning, LLC
NEW404—+404——$229.7K—2026-11-02
Investment Partners, Ltd.
INCREASED403389+14+4%$249.3K$229.3K-$20.0K2026-10-29
Kieckhefer Group LLC
UNCHANGED39939900%$255.7K$226.9K-$28.8K2026-10-13
Holland Advisory Services, Inc.
UNCHANGED39039000%$249.9K$221.8K-$28.1K2026-10-26
Northern Lights Advisors, Inc.
NEW387—+387——$220.1K—2026-10-21
Mather Group, Llc.
UNCHANGED38738700%$248.0K$220.1K-$27.9K2026-10-14
Symphony Financial, Ltd. Co.
INCREASED386336+50+15%$211.8K$219.4K+$7.6K2026-10-22
RMR Wealth Builders
INCREASED386381+5+1%$244.2K$219.6K-$24.6K2026-10-22
CRA Financial Services, LLC
INCREASED383351+32+9%$224.9K$217.8K-$7.1K2026-10-16
Breachway Investments LLC
DECREASED379394-15-4%$252.5K$215.5K-$36.9K2026-10-19
Mission Wealth Management, LP
DECREASED374565-191-34%$361.9K$212.5K-$149.4K2026-10-15
Harbor Capital Advisors, Inc.
NEW373—+373——$212—2026-10-22
MinichMacGregor Wealth Management, LLC
DECREASED36942,749-42,380-99%$27.4M$210.1K-$27.2M2026-10-14
Moneco Advisors, LLC
UNCHANGED36836800%$235.8K$209.3K-$26.5K2026-11-05
Lanark Financial, Inc.
DECREASED364373-9-2%$239.0K$207.0K-$32.0K2026-10-26
Able Wealth Management LLC
DECREASED363378-15-4%$242.2K$214.0K-$28.2K2026-10-13
Badgley Phelps Wealth Managers, LLC
NEW362—+362——$205.8K—2026-10-22
Daymark Wealth Partners, LLC
INCREASED362358+4+1%$229.3K$205.9K-$23.4K2026-11-04
LWM Advisors Inc
UNCHANGED36136100%$231.1K$205.1K-$26.0K2026-10-08
EdgeRock Capital LLC
UNCHANGED36036000%$230.7K$204.7K-$26.0K2026-11-03
Cookson Peirce & Co Inc
NEW358—+358——$203.6K—2026-10-30
Austin Asset Management Co Inc
DECREASED358382-24-6%$244.6K$203.5K-$41.0K2026-10-29
Bryn Mawr Trust Advisors, LLC
UNCHANGED35735700%$228.8K$203.0K-$25.7K2026-11-04
Shoker Investment Counsel, Inc.
DECREASED355361-6-2%$231.9K$202.5K-$29.5K2026-11-04
Trust Co of Vermont
DECREASED350400-50-12%$256.3K$199.0K-$57.3K2026-10-21
Canton Hathaway, LLC
UNCHANGED34834800%$223.0K$197.9K-$25.1K2026-10-23
Valley National Advisers Inc
UNCHANGED33333300%$213.2K$189.2K-$24.0K2026-10-23
Intesa Sanpaolo Wealth Management
DECREASED315345-30-9%$221.1K$179.1K-$41.9K2026-10-28
Fortitude Family Office, LLC
UNCHANGED30630600%$196.1K$174.0K-$22.1K2026-10-14
Vima LLC
INCREASED304300+4+1%$192.2K$172.9K-$19.3K2026-10-23
Provident Wealth Management, LLC
DECREASED300426-126-30%$273.0K$170.6K-$102.4K2026-10-20
Manchester Capital Management LLC
UNCHANGED30030000%$192.2K$170.6K-$21.6K2026-10-22
Roxbury Financial LLC
UNCHANGED29529500%$189.1K$167.8K-$21.2K2026-10-01
Compass Financial Management LLC
INCREASED292286+6+2%$155.3K$165.8K+$10.5K2026-10-30
Heritage Family Offices, LLP
NEW291—+291——$165.5K—2026-11-02
Wealth Enhancement Trust Services, Inc.
UNCHANGED24424400%$156.3K$138.7K-$17.6K2026-10-07
Ascentis Wealth Management, LLC
UNCHANGED24324300%$155.8K$138.2K-$17.5K2026-11-03
Morling Financial Advisors, LLC
INCREASED227137+90+66%$87.8K$129.2K+$41.4K2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED22222200%$142.2K$126.2K-$16.0K2026-10-27
Western Pacific Wealth Management, LP
UNCHANGED22222200%$142.2K$126.2K-$16.0K2026-10-16
Key FInancial Inc
UNCHANGED21721700%$139.0K$123.4K-$15.7K2026-11-02
Hamilton Point Investment Advisors, LLC
UNCHANGED21321300%$136.5K$121.1K-$15.4K2026-11-03
EPG Wealth Management LLC
UNCHANGED21021000%$134.6K$119.4K-$15.1K2026-11-03
CX Institutional
INCREASED195187+8+4%$120$111-$92026-10-02
Gamma Investing LLC
UNCHANGED18118100%$116.0K$102.9K-$13.1K2026-10-08
Key Capital Management, Inc
UNCHANGED18018000%$115.3K$102.4K-$13.0K2026-11-03
Barnes Dennig Private Wealth Management LLC
INCREASED169159+10+6%$101.9K$96.1K-$5.8K2026-10-30
FNY Investment Advisers, LLC
NEW167—+167——$94—2026-10-16
Align Financial, LLC
UNCHANGED16516500%$105.8K$93.9K-$11.9K2026-10-16
Fairscale Capital, LLC
UNCHANGED16316300%$104.4K$76.9K-$27.6K2026-11-04
Realta Investment Advisors
DECREASED162166-4-2%$106.1K$92.0K-$14.2K2026-10-14
Rossby Financial, LCC
INCREASED14011+129+1173%$7.1K$79.6K+$72.6K2026-11-05
Downshift Financial, LLC
UNCHANGED12612600%$80.7K$71.7K-$9.1K2026-10-13
American Capital Advisory, LLC
INCREASED12172+49+68%$46.1K$68.8K+$22.7K2026-10-28
Harbor Investment Advisory, LLC
NEW117—+117——$66.5K—2026-10-13
Financial Consulate, Inc
UNCHANGED11711700%$75.0K$66.5K-$8.4K2026-10-23
Cape Investment Advisory, Inc.
DECREASED115126-11-9%$80.7K$65.4K-$15.3K2026-10-13
Tsfg, LLC
DECREASED102598-496-83%$383.0K$58-$382.9K2026-10-23
Elevation Wealth Partners, LLC
INCREASED9485+9+11%$54.7K$53.7K-$1.0K2026-10-07
Balance Wealth Partners LLC
NEW87—+87——$49.4K—2026-10-27
Pilgrim Partners Asia Pte Ltd
NEW87—+87——$49.5K—2026-10-29
Centerpoint Advisors, LLC
INCREASED8685+1+1%$54.0K$49.0K-$5.0K2026-11-05
Lynch Investment Planning, LLC
NEW84—+84——$47.8K—2026-10-27
SYM Financial Corp
UNCHANGED838300%$53.3K$47.3K-$6.0K2026-10-26
Cedar Mountain Advisors, LLC
UNCHANGED808000%$51.3K$45.5K-$5.8K2026-10-15
Go Invest LLC
INCREASED7976+3+4%$48.8K$44.8K-$4.0K2026-10-09
Markowski Investments
INCREASED779+68+756%$5.8K$43.8K+$38.0K2026-10-30
Evolution Wealth Management Inc.
UNCHANGED767600%$48.8K$43.4K-$5.5K2026-10-28
Tradewinds Capital Management, LLC
UNCHANGED767600%$48.7K$43.2K-$5.5K2026-10-23
First Premier Bank
UNCHANGED757500%$48$43-$52026-10-13
Morton Brown Family Wealth, LLC
UNCHANGED757500%$48.1K$42.6K-$5.4K2026-10-23
Caldwell Trust Co
UNCHANGED757500%$48.1K$42.6K-$5.4K2026-10-30
Asset Dedication, LLC
DECREASED6585-20-24%$54.5K$37.0K-$17.5K2026-11-03
Highline Wealth Partners LLC
UNCHANGED656500%$41.6K$37.0K-$4.7K2026-10-19
Birchwood Financial Partners, Inc.
NEW50—+50——$28.5K—2026-11-02
William Mack & Associates, Inc.
NEW48—+48——$27.3K—2026-10-27
DeDora Capital, Inc.
NEW47—+47——$26.7K—2026-10-26
Ashurst Perkins Coie Trust Co
UNCHANGED464600%$29.5K$26.2K-$3.3K2026-10-15
Triumph Capital Management
DECREASED4565-20-31%$41.7K$25.6K-$16.1K2026-10-14
Mcdonald Partners LLC
UNCHANGED444400%$28.2K$25.0K-$3.2K2026-11-03
SJS Investment Consulting Inc.
DECREASED4352-9-17%$33.6K$24.2K-$9.5K2026-10-26
Abound Wealth Management
UNCHANGED434300%$27.6K$24.5K-$3.1K2026-10-26
Nemes Rush Group LLC
UNCHANGED424200%$26.9K$23.9K-$3.0K2026-11-04
Bangor Savings Bank
NEW33—+33——$18.8K—2026-10-06
Edgemoor Investment Advisors, Inc.
NEW30—+30——$17.1K—2026-11-03
Midwest Capital Advisors, LLC
NEW30—+30——$17.1K—2026-11-04
Gen-Wealth Partners Inc
UNCHANGED303000%$19.5K$17.3K-$2.2K2026-11-04
Princeton Global Asset Management LLC
UNCHANGED303000%$19.2K$17.1K-$2.2K2026-10-21
Silver Grove Financial Group, Inc.
UNCHANGED303000%$19.2K$17.1K-$2.2K2026-11-05
Central Pacific Bank - Trust Division
UNCHANGED292900%$18.6K$16.5K-$2.1K2026-10-06
Capital Advisors, Ltd. LLC
DECREASED2654-28-52%$35$15-$202026-10-27
First United Bank & Trust
UNCHANGED252500%$16.0K$14.2K-$1.8K2026-10-22
Biltmore Family Office, LLC
UNCHANGED252500%$16.0K$14.2K-$1.8K2026-11-03
Southern Michigan Bank & Trust
UNCHANGED212100%$13.5K$11.9K-$1.5K2026-10-19
Sawyer & Company, Inc
UNCHANGED212100%$13.5K$11.9K-$1.5K2026-10-21
Farmers & Merchants Investments Inc
NEW19—+19——$10.8K—2026-10-22
Team Financial Group, LLC
NEW18—+18——$10.2K—2026-10-30
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED161600%$10.5K$9.3K-$1.2K2026-10-28
NBH Bank
UNCHANGED161600%$10.3K$9.1K-$1.2K2026-11-05
Monetary Solutions, Ltd
UNCHANGED151500%$9.6K$8.5K-$1.1K2026-10-22
CrossGen Wealth, LLC
UNCHANGED151500%$9.9K$8.8K-$1.1K2026-10-30
Noble Wealth Management PBC
UNCHANGED141400%$9.0K$8.0K-$1.0K2026-10-01
Goodman Advisory Group, LLC
NEW13—+13——$7.4K—2026-11-02
Creative Capital Management Investments LLC
NEW11—+11——$6.3K—2026-10-28
Washington Trust Advisors, Inc.
NEW10—+10——$5.8K—2026-10-22
Wagner Wealth Management, LLC
UNCHANGED101000%$6.4K$5.7K-$7222026-10-21
CKW Financial Group
UNCHANGED8800%$5$5$02026-10-29
Nvwm, LLC
DECREASED79-2-22%$5.8K$4.0K-$1.8K2026-10-14
Next Level Wealth Planning, LLC
NEW6—+6——$3.4K—2026-10-29
Alta Capital Management LLC/
NEW4—+4——$2.3K—2026-10-26
Aspect Partners, LLC
UNCHANGED4400%$2.6K$2.3K-$2882026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
NEW3—+3——$2—2026-10-14
Zega Investments, LLC
DECREASED272-70-97%$46.1K$1.1K-$45.0K2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED1100%$641$569-$722026-10-13
Compagnie Lombard Odier SCmA
NEW0—0——$0—2026-11-04
Horizon Wealth Management, LLC
CLOSED040,036-40,036-100%$25.7M$0-$25.7M2026-11-02
Ariose Capital Management Ltd
CLOSED026,127-26,127-100%$16.7M$0-$16.7M2026-11-02
Pictet Asset Management Holding SA
CLOSED023,470-23,470-100%$14.6M$0-$14.6M2026-11-03
Wellington Shields Capital Management, LLC
CLOSED020,887-20,887-100%$13.4M$0-$13.4M2026-11-03
Monument Capital Management
CLOSED011,694-11,694-100%$7.5M$0-$7.5M2026-10-09
Kapitalo Investimentos Ltda
CLOSED09,200-9,200-100%$5.9M$0-$5.9M2026-10-20
Ramiah Investment Group
CLOSED03,640-3,640-100%$2.3M$0-$2.3M2026-10-20
Harmony Asset Management LLC
CLOSED02,162-2,162-100%$1.4M$0-$1.4M2026-10-20
Apeiron RIA LLC
CLOSED01,892-1,892-100%$1.2M$0-$1.2M2026-10-08
Southland Equity Partners LLC
CLOSED01,191-1,191-100%$763.1K$0-$763.1K2026-10-14
Able Financial Group, LLC
CLOSED01,092-1,092-100%$699.7K$0-$699.7K2026-10-14
South Shore Capital Advisors
CLOSED01,000-1,000-100%$640.8K$0-$640.8K2026-10-20
Forvis Mazars Wealth Advisors, LLC
CLOSED0790-790-100%$506.3K$0-$506.3K2026-10-13
TritonPoint Partners, LLC
CLOSED0661-661-100%$423.5K$0-$423.5K2026-11-05
WJ Wealth Management, LLC
CLOSED0570-570-100%$365.2K$0-$365.2K2026-11-03
Uptick Partners, LLC
CLOSED0521-521-100%$333.6K$0-$333.6K2026-11-04
Guardian Financial Partners, LLC
CLOSED0500-500-100%$320.4K$0-$320.4K2026-11-04
Heritage Wealth Management, Inc.
CLOSED0489-489-100%$313.3K$0-$313.3K2026-10-28
Reyes Financial Architecture, Inc.
CLOSED0463-463-100%$296.7K$0-$296.7K2026-10-22
AIA Group Ltd
CLOSED0449-449-100%$287.7K$0-$287.7K2026-10-30
Canvas Wealth Advisors, LLC
CLOSED0426-426-100%$272.8K$0-$272.8K2026-11-02
Vaughan David Investments LLC
CLOSED0400-400-100%$256.0K$0-$256.0K2026-11-05
Guidance Capital, Inc
CLOSED0399-399-100%$211.9K$0-$211.9K2026-11-03
Teamwork Financial Advisors, LLC
CLOSED0393-393-100%$251.9K$0-$251.9K2026-10-19
Morton Capital Management LLC
CLOSED0389-389-100%$249.3K$0-$249.3K2026-10-23
Beacon Capital Management, LLC
CLOSED0364-364-100%$233.6K$0-$233.6K2026-10-23
Quartz Partners, LLC
CLOSED0363-363-100%$232.6K$0-$232.6K2026-11-03
King Luther Capital Management Corp
CLOSED0360-360-100%$230.7K$0-$230.7K2026-11-05
Arbor Wealth Management Llc\az
CLOSED0354-354-100%$226.8K$0-$226.8K2026-10-20
Kestra Investment Management, LLC
CLOSED0351-351-100%$225.2K$0-$225.2K2026-11-04
Fortem Financial Group, LLC
CLOSED0350-350-100%$224.3K$0-$224.3K2026-10-20
Bluesphere Advisors LLC
CLOSED0350-350-100%$224.3K$0-$224.3K2026-10-19
Maia Wealth LLC
CLOSED0344-344-100%$220.4K$0-$220.4K2026-10-19
Mindset Wealth Management, LLC
CLOSED0339-339-100%$217.5K$0-$217.5K2026-10-19
Objective Capital Management, LLC
CLOSED0332-332-100%$212.6K$0-$212.6K2026-10-13
4J Wealth Management LLC
CLOSED0331-331-100%$212.1K$0-$212.1K2026-11-02
APS Management Group, Inc.
CLOSED0322-322-100%$206.4K$0-$206.4K2026-10-14
Saxony Capital Management, LLC
CLOSED0319-319-100%$204.4K$0-$204.4K2026-10-15
SilverOak Wealth Management LLC
CLOSED0318-318-100%$203.8K$0-$203.8K2026-10-29
Salem Investment Counselors Inc
CLOSED0318-318-100%$203.8K$0-$203.8K2026-10-13
Fiscal Wisdom Wealth Management, LLC
CLOSED0318-318-100%$203.9K$0-$203.9K2026-10-16
Flynn Zito Capital Management, LLC
CLOSED0313-313-100%$200.7K$0-$200.7K2026-11-04
Solstein Capital, LLC
CLOSED0300-300-100%$192.2K$0-$192.2K2026-11-02
Wellington Shields & Co., LLC
CLOSED0196-196-100%$125.6K$0-$125.6K2026-11-03
Plante Moran Financial Advisors, LLC
CLOSED0115-115-100%$73.7K$0-$73.7K2026-11-04
Commonwealth Retirement Investments LLC
CLOSED0105-105-100%$67.3K$0-$67.3K2026-10-26
Paladin Partners, LLC
CLOSED085-85-100%$54.5K$0-$54.5K2026-10-06
First Command Advisory Services, Inc.
CLOSED062-62-100%$39.7K$0-$39.7K2026-11-05
Blueline Advisors LLC
CLOSED048-48-100%$10.1K$0-$10.1K2026-10-15
Sims Investment Management, LLC
CLOSED020-20-100%$12.8K$0-$12.8K2026-10-13
Gilpin Wealth Management, LLC
CLOSED015-15-100%$9.6K$0-$9.6K2026-10-09
Bfsg, LLC
CLOSED05-5-100%$3.2K$0-$3.2K2026-10-30
Hurley Capital, LLC
CLOSED03-3-100%$1.9K$0-$1.9K2026-11-05
Goldman Sachs Group Inc
N/A—3,600,515-3,600,515-100%$2.3B———
Bank of America Corp
N/A—2,966,152-2,966,152-100%$1.9B———
Susquehanna International Group, LLP
N/A—2,317,691-2,317,691-100%$1.5B———
Morgan Stanley
N/A—1,880,266-1,880,266-100%$1.2B———
BNP Paribas Financial Markets
N/A—1,713,408-1,713,408-100%$1.1B———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,230,000-1,230,000-100%$788.1M———
LPL Financial LLC
N/A—1,096,518-1,096,518-100%$702.6M———
UBS Group AG
N/A—950,687-950,687-100%$609.2M———
Holocene Advisors, LP
N/A—760,000-760,000-100%$487.0M———
Wells Fargo & Company
N/A—757,927-757,927-100%$485.6M———
Barclays PLC
N/A—466,096-466,096-100%$298.7M———
Rockefeller Capital Management L.P.
N/A—433,699-433,699-100%$277.9M———
Alkeon Capital Management LLC
N/A—371,200-371,200-100%$237.9M———
Foundations Investment Advisors, LLC
N/A—364,192-364,192-100%$233.4M———
Royal Bank of Canada
N/A—358,985-358,985-100%$230.0M———
Donaldson Capital Management, LLC
N/A—304,880-304,880-100%$195.4M———
National Bank of Canada
N/A—285,325-285,325-100%$182.6M———
Raymond James Financial Inc
N/A—271,837-271,837-100%$174.2M———
Ameriprise Financial Inc
N/A—256,209-256,209-100%$163.9M———
Osaic Holdings, Inc.
N/A—218,332-218,332-100%$140.0M———
Jones Financial Companies Lllp
N/A—215,914-215,914-100%$127.4M———
JPMorgan Chase & Co
N/A—203,236-203,236-100%$124.9M———
Quadrature Capital Ltd
N/A—203,207-203,207-100%$130.2M———
Schroder Investment Management Group
N/A—195,400-195,400-100%$120.0M———
Cetera Investment Advisers
N/A—192,870-192,870-100%$123.6M———
Bank of Nova Scotia
N/A—191,687-191,687-100%$122.8M———
MML Investors Services, LLC
N/A—191,249-191,249-100%$122.5M———
Northwestern Mutual Wealth Management Co
N/A—189,891-189,891-100%$121.7M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—186,620-186,620-100%$118.7M———
Daiichi Life Insurance Co., Ltd.
N/A—175,710-175,710-100%$112.6M———
Noked Israel Ltd
N/A—175,070-175,070-100%$112.2M———
Brown Advisory Inc
N/A—171,024-171,024-100%$109.6M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—165,825-165,825-100%$11.9M———
Envestnet Asset Management Inc
N/A—163,012-163,012-100%$104.5M———
Wealthspire Advisors, LLC
N/A—161,642-161,642-100%$103.6M———
FIL Ltd
N/A—138,598-138,598-100%$88.8M———
Elo Mutual Pension Insurance Co
N/A—112,320-112,320-100%$72.0M———
Integrated Wealth Concepts LLC
N/A—111,726-111,726-100%$71.6M———
Wellspring Financial Advisors, LLC
N/A—109,196-109,196-100%$70.0M———
HighTower Advisors, LLC
N/A—108,888-108,888-100%$69.8M———
Horizon Investments, LLC
N/A—101,355-101,355-100%$64.9M———
Stifel Financial Corp
N/A—98,074-98,074-100%$62.8M———
Edmond de Rothschild Holding S.A.
N/A—95,280-95,280-100%$61.1M———
Steward Partners Investment Advisory, LLC
N/A—88,474-88,474-100%$56.7M———
First Manhattan Co. Llc.
N/A—85,294-85,294-100%$54.7M———
HRT Financial LP
N/A—82,542-82,542-100%$52.9M———
Focus Partners Wealth
N/A—79,278-79,278-100%$50.8M———
SG Americas Securities, LLC
N/A—75,671-75,671-100%$48.5M———
Mariner, LLC
N/A—71,155-71,155-100%$45.6M———
Captrust Financial Advisors
N/A—68,232-68,232-100%$43.7M———
Hel Ved Capital Management Ltd
N/A—65,000-65,000-100%$41.6M———
Bank of Montreal
N/A—62,090-62,090-100%$39.8M———
Wealthfront Advisers LLC
N/A—61,114-61,114-100%$39.2M———
Jump Financial, LLC
N/A—60,530-60,530-100%$38.8M———
Advisory Services Network, LLC
N/A—56,189-56,189-100%$36.0M———
Arax Advisory Partners
N/A—54,595-54,595-100%$35.0M———
Commerce Bank
N/A—51,484-51,484-100%$33.0M———
Allianz Asset Management GmbH
N/A—50,230-50,230-100%$32.2M———
Bank Hapoalim BM
N/A—49,285-49,285-100%$31.6M———
Jane Street Group, LLC
N/A—48,474-48,474-100%$31.1M———
Walleye Trading LLC
N/A—45,991-45,991-100%$29.5M———
360 Financial, Inc.
N/A—44,450-44,450-100%$28.5M———
Squarepoint Ops LLC
N/A—41,610-41,610-100%$26.7M———
Janney Montgomery Scott LLC
N/A—40,848-40,848-100%$26.2M———
Equitable Holdings, Inc.
N/A—40,098-40,098-100%$25.7M———
Parallax Volatility Advisers, L.P.
N/A—39,929-39,929-100%$25.6M———
Legacy Edge Advisors, LLC
N/A—38,947-38,947-100%$25.0M———
Lowe Brockenbrough & Co Inc
N/A—37,319-37,319-100%$23.9M———
Klingenstein Fields & Co LP
N/A—35,340-35,340-100%$22.6M———
Sumitomo Mitsui Financial Group, Inc.
N/A—35,285-35,285-100%$22.6M———
Chicago Wealth Management, Inc.
N/A—35,178-35,178-100%$22.5M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—34,995-34,995-100%$22.4M———
Private Advisor Group, LLC
N/A—34,854-34,854-100%$22.3M———
Gray Foundation
N/A—34,371-34,371-100%$22.0M———
Nissay Asset Management Corp N
N/A—34,231-34,231-100%$21.9M———
Novare Capital Management LLC
N/A—33,764-33,764-100%$21.6M———
Spinnaker Trust
N/A—31,334-31,334-100%$20.1M———
Legend Financial Advisors, Inc.
N/A—30,649-30,649-100%$19.6M———
Maniro Ltd
N/A—29,472-29,472-100%$18.9M———
NewEdge Advisors, LLC
N/A—29,227-29,227-100%$18.7M———
MSA Advisors, LLC
N/A—28,965-28,965-100%$18.6M———
CIBC World Market Inc.
N/A—27,514-27,514-100%$17.6M———
Spirepoint Private Client, LLC
N/A—26,384-26,384-100%$16.9M———
Anson Funds Management LPA
N/A—26,300-26,300-100%$16.9M———
Sanctuary Advisors, LLC
N/A—24,771-24,771-100%$15.9M———
MAI Capital Management
N/A—24,160-24,160-100%$15.5M———
Baird Financial Group, Inc.
N/A—23,882-23,882-100%$15.3M———
Mercer Global Advisors Inc
N/A—23,404-23,404-100%$15.0M———
Stonebridge Financial Group, LLC
N/A—22,574-22,574-100%$14.5M———
Concord Investment Counsel Inc.
N/A—22,108-22,108-100%$14.1M———
Alexander Labrunerie & Co., Inc.
N/A—22,017-22,017-100%$14.1M———
Group One Trading LLC
N/A—21,841-21,841-100%$14.0M———
Moore Capital Management, LP
N/A—21,275-21,275-100%$13.6M———
Quantinno Capital Management LP
N/A—20,458-20,458-100%$13.1M———
PNC Financial Services Group, Inc.
N/A—19,096-19,096-100%$12.2M———
ExodusPoint Capital Management, LP
N/A—19,051-19,051-100%$12.2M———
Marvin & Palmer Associates Inc
N/A—18,797-18,797-100%$12.0M———
Harbor Advisory Corp
N/A—18,785-18,785-100%$12.0M———
Parker Investment Management, LLC
N/A—18,171-18,171-100%$11.6M———
Beacon Pointe Advisors, LLC
N/A—18,104-18,104-100%$11.6M———
William Blair Investment Management, LLC
N/A—17,641-17,641-100%$11.3M———
Kingsview Wealth Management, LLC
N/A—17,070-17,070-100%$10.9M———
Qube Research & Technologies Ltd
N/A—16,968-16,968-100%$10.9M———
Stratos Wealth Partners, Ltd.
N/A—16,808-16,808-100%$10.8M———
CTC Alternative Strategies, Ltd.
N/A—16,600-16,600-100%$10.6M———
FMR LLC
N/A—16,506-16,506-100%$10.6M———
Martin & Co Inc
N/A—16,191-16,191-100%$10.4M———
EP Wealth Advisors, LLC
N/A—15,833-15,833-100%$10.1M———
Merit Financial Group, LLC
N/A—15,696-15,696-100%$10.1M———
&partners
N/A—15,627-15,627-100%$10.0M———
United Capital Financial Advisors, LLC
N/A—15,556-15,556-100%$10.0M———
Wharton Business Group, LLC
N/A—15,330-15,330-100%$9.8M———
Conservest Capital Advisors, Inc.
N/A—15,290-15,290-100%$9.8M———
Harbour Investments, Inc.
N/A—15,049-15,049-100%$9.6M———
BlackRock, Inc.
N/A—14,972-14,972-100%$9.6M———
KKM Financial LLC
N/A—14,772-14,772-100%$9.5M———
Anchor Investment Management, LLC
N/A—14,267-14,267-100%$9.1M———
Wall Street Financial Group, Inc.
N/A—14,168-14,168-100%$9.1M———
Money Concepts Capital Corp
N/A—14,132-14,132-100%$9.1M———
Destination Wealth Management
N/A—13,929-13,929-100%$8.9M———
Alley Investment Management Company, LLC
N/A—13,916-13,916-100%$8.9M———
Alaska Permanent Capital Management, LLC
N/A—13,740-13,740-100%$8.8M———
Summit Financial, LLC
N/A—13,682-13,682-100%$8.8M———
JPL Wealth Management, LLC
N/A—13,560-13,560-100%$8.7M———
Blair William & Co
N/A—13,523-13,523-100%$8.7M———
Adams Wealth Management
N/A—13,467-13,467-100%$8.6M———
CacheTech Inc.
N/A—13,467-13,467-100%$8.6M———
Lighthouse Investment Partners, LLC
N/A—13,412-13,412-100%$8.6M———
Thoroughbred Financial Services, LLC
N/A—13,300-13,300-100%$8.5M———
One Capital Management, LLC
N/A—12,985-12,985-100%$4.3M———
Goldstream Capital Management Ltd
N/A—12,961-12,961-100%$8.3M———
Jaffetilchin Investment Partners, LLC
N/A—12,882-12,882-100%$8.3M———
Theory Financial LLC
N/A—12,271-12,271-100%$7.9M———
Tower Research Capital LLC (TRC)
N/A—11,853-11,853-100%$7.6M———
AQR Capital Management LLC
N/A—11,465-11,465-100%$7.3M———
Coral Wealth Management, LLC
N/A—11,163-11,163-100%$7.2M———
Migdal Insurance & Financial Holdings Ltd.
N/A—11,043-11,043-100%$6.8M———
OneDigital Investment Advisors LLC
N/A—11,033-11,033-100%$7.1M———
EWA, LLC
N/A—11,015-11,015-100%$7.1M———
RH Tailwind Management, LLC
N/A—11,000-11,000-100%$7.0M———
Maxele Advisors, LLC
N/A—10,998-10,998-100%$7.0M———
Vision Retirement, LLC
N/A—10,964-10,964-100%$7.0M———
PFG Investments, LLC
N/A—10,892-10,892-100%$7.0M———
Banco Santander, S.A.
N/A—10,839-10,839-100%$6.9M———
Oversea-Chinese Banking Corp Ltd
N/A—10,549-10,549-100%$6.8M———
SBI Okasan Asset Management Co.Ltd.
N/A—10,390-10,390-100%$6.4M———
Cavalier Investments, LLC
N/A—10,292-10,292-100%$6.6M———
Optiver Holding B.V.
N/A—10,039-10,039-100%$6.4M———
Advyzon Investment Management, LLC
N/A—10,008-10,008-100%$6.4M———
Osbon Capital Management LLC
N/A—9,857-9,857-100%$6.3M———
Federation des caisses Desjardins du Quebec
N/A—9,813-9,813-100%$6.3M———
Scotia Capital Inc.
N/A—9,683-9,683-100%$6.2M———
Cerity Partners LLC
N/A—9,614-9,614-100%$6.2M———
Hudson Bay Capital Management LP
N/A—9,527-9,527-100%$6.1M———
Composition Wealth, LLC
N/A—9,197-9,197-100%$5.9M———
Prosperity Consulting Group, LLC
N/A—9,016-9,016-100%$5.8M———
1 North Wealth Services LLC
N/A—8,876-8,876-100%$5.7M———
Mutual Advisors, LLC
N/A—8,773-8,773-100%$5.6M———
Tudor Financial Inc.
N/A—8,650-8,650-100%$5.5M———
Benjamin Edwards Inc
N/A—8,623-8,623-100%$5.5M———
Condor Capital Management
N/A—8,564-8,564-100%$5.5M———
Gallagher Fiduciary Advisors, LLC
N/A—8,513-8,513-100%$5.5M———
Kovack Advisors, Inc.
N/A—8,291-8,291-100%$5.1M———
Stephens Inc
N/A—8,243-8,243-100%$5.3M———
NewEdge Wealth, LLC
N/A—7,875-7,875-100%$5.0M———
Twin Focus Capital Partners, LLC
N/A—7,576-7,576-100%$4.9M———
UBS Asset Management Americas LLC
N/A—7,572-7,572-100%$4.9M———
Essex Financial Services, Inc.
N/A—7,566-7,566-100%$4.8M———
Principal Securities, Inc.
N/A—7,469-7,469-100%$4.8M———
Concentrum Wealth Management
N/A—7,444-7,444-100%$4.8M———
Ibex Wealth Advisors
N/A—7,308-7,308-100%$4.7M———
Modern Wealth Management, LLC
N/A—7,255-7,255-100%$4.6M———
Franklin Resources Inc
N/A—7,056-7,056-100%$4.5M———
Keystone Financial Group
N/A—7,056-7,056-100%$4.5M———
CreativeOne Wealth, LLC
N/A—7,008-7,008-100%$4.5M———
Stonebridge Financial Planning Group, LLC
N/A—6,996-6,996-100%$4.5M———
Allworth Financial LP
N/A—6,930-6,930-100%$4.4M———
Fisher Asset Management, LLC
N/A—6,871-6,871-100%$4.4M———
Intellectus Partners, LLC
N/A—6,799-6,799-100%$4.4M———
Guardian Capital, LLC
N/A—6,782-6,782-100%$4.3M———
Fosun International Ltd
N/A—6,720-6,720-100%$4.3M———
Pacific SUN Financial Corp
N/A—6,526-6,526-100%$4.2M———
Western Wealth Management, LLC
N/A—6,245-6,245-100%$4.0M———
BFC Planning, Inc.
N/A—6,105-6,105-100%$3.9M———
AE Wealth Management LLC
N/A—6,085-6,085-100%$3.9M———
SIG Brokerage, LP
N/A—6,073-6,073-100%$3.9M———
Banque Cantonale Vaudoise
N/A—5,642-5,642-100%$3.6M———
National Philanthropic Trust
N/A—5,613-5,613-100%$3.6M———
Geneos Wealth Management Inc.
N/A—5,415-5,415-100%$3.5M———
Alaska Wealth Advisors, LLC
N/A—5,383-5,383-100%$3.4M———
World Investment Advisors
N/A—5,334-5,334-100%$1.8M———
IHT Wealth Management, LLC
N/A—5,313-5,313-100%$3.4M———
Keel Point, LLC
N/A—5,224-5,224-100%$3.3M———
Trivium Point Advisory, LLC
N/A—5,167-5,167-100%$3.3M———
Stevens Capital Management LP
N/A—5,120-5,120-100%$3.3M———
Global Retirement Partners, LLC
N/A—5,040-5,040-100%$3.2M———
Continuum Advisory, LLC
N/A—5,027-5,027-100%$3.2M———
Credit Agricole S A
N/A—5,002-5,002-100%$3.2M———
Monetary Management Group Inc
N/A—4,835-4,835-100%$3.1M———
LEE Johnson Capital Management, LLC
N/A—4,786-4,786-100%$3.1M———
Ausdal Financial Partners, Inc.
N/A—4,626-4,626-100%$3.0M———
10Elms LLP
N/A—4,613-4,613-100%$3.0M———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—4,590-4,590-100%$2.9M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—4,578-4,578-100%$2.9M———
Twin Tree Management, LP
N/A—4,545-4,545-100%$2.9M———
Peak6 LLC
N/A—4,478-4,478-100%$2.9M———
Great Valley Advisor Group, Inc.
N/A—4,415-4,415-100%$2.8M———
AssuredPartners Investment Advisors, LLC
N/A—4,391-4,391-100%$2.8M———
Aster Capital Management (Difc) Ltd
N/A—4,328-4,328-100%$2.8M———
GTS Securities LLC
N/A—4,321-4,321-100%$2.8M———
Intellus Advisors LLC
N/A—4,317-4,317-100%$2.8M———
SIH Partners, Lllp
N/A—4,300-4,300-100%$2.8M———
LOM Asset Management Ltd
N/A—4,300-4,300-100%$2.8M———
GWN Securities Inc.
N/A—4,222-4,222-100%$2.7M———
IFG Advisory, LLC
N/A—4,185-4,185-100%$2.7M———
Whitford Management LLC
N/A—4,157-4,157-100%$2.7M———
Betterment LLC
N/A—4,122-4,122-100%$2.6M———
Stratos Wealth Advisors, LLC
N/A—4,072-4,072-100%$2.6M———
Alteri Wealth LLC
N/A—4,062-4,062-100%$2.6M———
Partners Capital Investment Group, LLP
N/A—4,020-4,020-100%$2.6M———
O'rourke & Company, Inc
N/A—4,008-4,008-100%$2.6M———
Silver OAK Securities, Incorporated
N/A—4,003-4,003-100%$2.6M———
Nomura Asset Management Co LTD
N/A—4,000-4,000-100%$2.6M———
Schnieders Capital Management, Llc.
N/A—3,863-3,863-100%$2.5M———
Aventura Private Wealth, LLC
N/A—3,842-3,842-100%$2.5M———
Johnson Investment Counsel Inc
N/A—3,798-3,798-100%$2.4M———
Safeguard Investment Advisory Group, LLC
N/A—3,791-3,791-100%$2.4M———
Welch Financial Planning, LLC
N/A—3,784-3,784-100%$2.4M———
Phoenix Financial Ltd.
N/A—3,765-3,765-100%$2.4M———
Moneta Group Investment Advisors LLC
N/A—3,752-3,752-100%$2.4M———
Vestmark Advisory Solutions, Inc.
N/A—3,688-3,688-100%$2.4M———
Northern Trust Corp
N/A—3,668-3,668-100%$2.4M———
Werba Rubin Papier Wealth Management
N/A—3,659-3,659-100%$2.3M———
O'shaughnessy Asset Management, LLC
N/A—3,654-3,654-100%$2.3M———
17 Capital Partners, LLC
N/A—3,614-3,614-100%$2.3M———
Advisory Alpha, LLC
N/A—3,477-3,477-100%$2.2M———
Sargent Investment Group, LLC
N/A—3,450-3,450-100%$2.2M———
NorthStar Asset Management LLC
N/A—3,443-3,443-100%$2.2M———
Schonfeld Strategic Advisors LLC
N/A—3,382-3,382-100%$2.2M———
Blue Chip Partners, LLC
N/A—3,371-3,371-100%$2.2M———
Clearstead Advisors, LLC
N/A—3,342-3,342-100%$2.1M———
N.E.W. Advisory Services LLC
N/A—3,294-3,294-100%$2.1M———
Arkadios Wealth Advisors
N/A—3,288-3,288-100%$2.1M———
Snowden Capital Advisors LLC
N/A—3,253-3,253-100%$2.1M———
Rehmann Capital Advisory Group
N/A—3,241-3,241-100%$2.1M———
Clark Capital Management Group, Inc.
N/A—3,217-3,217-100%$2.1M———
Pinnacle Financial Partners, Inc.
N/A—3,203-3,203-100%$2.1M———
Moors & Cabot, Inc.
N/A—3,122-3,122-100%$2.0M———
Savvy Advisors, Inc.
N/A—3,110-3,110-100%$2.0M———
Walleye Capital LLC
N/A—3,105-3,105-100%$2.0M———
Resolute Wealth Strategies, LLC
N/A—3,041-3,041-100%$1.9M———
Savant Capital, LLC
N/A—3,035-3,035-100%$1.7M———
New Paradigm Capital Management, LLC
N/A—3,000-3,000-100%$901.4K———
Fairview Capital Investment Management, LLC
N/A—2,989-2,989-100%$1.9M———
Edgestream Partners, L.P.
N/A—2,959-2,959-100%$1.9M———
IEQ Capital, LLC
N/A—2,942-2,942-100%$1.9M———
HighPoint Advisor Group LLC
N/A—2,927-2,927-100%$1.9M———
Strategic Investment Solutions, Inc.
N/A—2,921-2,921-100%$1.9M———
Strategic Wealth Partners, Ltd.
N/A—2,885-2,885-100%$1.8M———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,812-2,812-100%$1.8M———
Cvfg LLC
N/A—2,770-2,770-100%$1.8M———
Cresset Asset Management, LLC
N/A—2,684-2,684-100%$1.7M———
Gladstone Institutional Advisory LLC
N/A—2,681-2,681-100%$1.7M———
Rathbones Group PLC
N/A—2,680-2,680-100%$1.7M———
Madison Wealth Partners, Inc
N/A—2,669-2,669-100%$1.7M———
Muirfield Wealth Advisors LLC
N/A—2,662-2,662-100%$1.7M———
Gotham Asset Management, LLC
N/A—2,659-2,659-100%$1.7M———
Hilltop Holdings Inc.
N/A—2,589-2,589-100%$1.7M———
Cofg Advisors, LLC
N/A—2,541-2,541-100%$1.6M———
Kesler, Norman & Wride, LLC
N/A—2,532-2,532-100%$1.6M———
Belpointe Asset Management LLC
N/A—2,530-2,530-100%$1.6M———
Regal Investment Advisors LLC
N/A—2,457-2,457-100%$1.6M———
Turim 21 Investimentos Ltda.
N/A—2,450-2,450-100%$32.7K———
Insigneo Advisory Services, LLC
N/A—2,420-2,420-100%$1.6M———
Millennium Management LLC
N/A—2,385-2,385-100%$1.5M———
Bravias Capital Group, LLC
N/A—2,264-2,264-100%$1.5M———
Sequoia Financial Advisors, LLC
N/A—2,221-2,221-100%$1.4M———
RWA Wealth Partners, LLC
N/A—2,213-2,213-100%$1.4M———
Atlantic Union Bankshares Corp
N/A—2,185-2,185-100%$1.4M———
Clal Insurance Enterprises Holdings Ltd
N/A—2,140-2,140-100%$1.4M———
Brendel Financial Advisors LLC
N/A—2,140-2,140-100%$1.4M———
Private Wealth Advisors, LLC
N/A—2,089-2,089-100%$1.3M———
Nikulski Financial, Inc.
N/A—2,084-2,084-100%$1.3M———
Transcend Capital Advisors, LLC
N/A—2,082-2,082-100%$1.3M———
Marex Group Ltd
N/A—2,062-2,062-100%$1.3M———
Bawa N Mallick Trust
N/A—2,000-2,000-100%$1.3M———
Waverly Advisors, LLC
N/A—1,998-1,998-100%$1.3M———
Glenmede Trust Co NA
N/A—1,960-1,960-100%$1.3M———
Boothbay Fund Management, LLC
N/A—1,940-1,940-100%$1.2M———
SOA Wealth Advisors, Llc.
N/A—1,917-1,917-100%$1.2M———
PSI Advisors, LLC
N/A—1,915-1,915-100%$1.2M———
Delta Investment Management, LLC
N/A—1,911-1,911-100%$1.2M———
Florida Financial Advisors, LLC
N/A—1,900-1,900-100%$1.2M———
Byrne Financial Freedom, LLC
N/A—1,896-1,896-100%$1.2M———
L & S Advisors Inc
N/A—1,863-1,863-100%$1.2M———
Capital Markets Trading UK LLP
N/A—1,863-1,863-100%$1.2M———
FourThought Financial Partners, LLC
N/A—1,797-1,797-100%$1.2M———
EFG International AG
N/A—1,796-1,796-100%$1.2M———
Point72 Asset Management, L.P.
N/A—1,755-1,755-100%$1.1M———
Avalon Trust Co
N/A—1,750-1,750-100%$1.1M———
Focus Partners Advisor Solutions, LLC
N/A—1,750-1,750-100%$1.1M———
Brookwood Investment Group LLC
N/A—1,742-1,742-100%$1.1M———
Northstar Advisory Group, LLC
N/A—1,732-1,732-100%$1.1M———
Liberty Square Wealth Partners LLC
N/A—1,731-1,731-100%$1.1M———
Diversified Trust Co
N/A—1,729-1,729-100%$1.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,678-1,678-100%$1.1M———
Front Row Advisors LLC
N/A—1,664-1,664-100%$888.9K———
Continental Investors Services, Inc.
N/A—1,661-1,661-100%$881.3K———
Allie Family Office LLC
N/A—1,660-1,660-100%$1.1M———
Coldstream Capital Management Inc
N/A—1,649-1,649-100%$1.1M———
Pine Harbor Wealth Management, LLC
N/A—1,622-1,622-100%$1.0M———
Wealthgarden F.S. LLC
N/A—1,597-1,597-100%$1.0M———
Dakota Wealth Management
N/A—1,595-1,595-100%$1.0M———
Kane Investment Management, Inc.
N/A—1,592-1,592-100%$1.0M———
Cary Street Partners Financial LLC
N/A—1,538-1,538-100%$985.5K———
RiverFront Investment Group, LLC
N/A—1,511-1,511-100%$968.2K———
Sassicaia Capital Advisers LLC
N/A—1,500-1,500-100%$961.1K———
Level Four Advisory Services, LLC
N/A—1,494-1,494-100%$957.3K———
Holderness Investments Co
N/A—1,492-1,492-100%$956.0K———
JT Stratford LLC
N/A—1,467-1,467-100%$940.0K———
Performance Wealth Partners, LLC
N/A—1,462-1,462-100%$936.8K———
Pathstone Holdings, LLC
N/A—1,458-1,458-100%$934.5K———
Summitry LLC
N/A—1,435-1,435-100%$919.5K———
RB Capital Management, LLC
N/A—1,431-1,431-100%$916.8K———
LM Advisors LLC
N/A—1,426-1,426-100%$914.0K———
Founders Financial Alliance, LLC
N/A—1,398-1,398-100%$895.8K———
Aimz Investment Advisors, LLC
N/A—1,367-1,367-100%$875.9K———
CIBC Bancorp USA Inc.
N/A—1,342-1,342-100%$860.1K———
Peapack Gladstone Financial Corp
N/A—1,340-1,340-100%$859.0K———
Choate Investment Advisors
N/A—1,337-1,337-100%$856.7K———
Caprock Group, LLC
N/A—1,305-1,305-100%$836.2K———
Evelyn Partners Group Ltd
N/A—1,301-1,301-100%$212.3K———
Smartleaf Asset Management LLC
N/A—1,269-1,269-100%$779.6K———
Lowery Thomas, LLC
N/A—1,240-1,240-100%$794.3K———
Fort Sheridan Advisors LLC
N/A—1,231-1,231-100%$788.8K———
Liberty Wealth Management LLC
N/A—1,223-1,223-100%$402.0K———
Neuberger Berman Group LLC
N/A—1,211-1,211-100%$775.7K———
Zhang Financial LLC
N/A—1,201-1,201-100%$769.7K———
Camarda Financial Advisors, LLC
N/A—1,200-1,200-100%$768.9K———
Tyche Wealth Partners LLC
N/A—1,191-1,191-100%$763.4K———
Natixis
N/A—1,157-1,157-100%$741.4K———
MWA Asset Management
N/A—1,142-1,142-100%$731.7K———
Becker Capital Management Inc
N/A—1,110-1,110-100%$711.2K———
J. M. Brown & Associates Inc.
N/A—1,099-1,099-100%$704.2K———
Whalerock Point Partners, LLC
N/A—1,095-1,095-100%$701.6K———
S Harris Financial Group, LLC
N/A—1,086-1,086-100%$696.2K———
LRI Investments, LLC
N/A—1,068-1,068-100%$684.3K———
Envestnet Portfolio Solutions, Inc.
N/A—1,064-1,064-100%$682.0K———
Novak & Powell Financial Services, Inc.
N/A—1,050-1,050-100%$672.8K———
Credit Industriel ET Commercial
N/A—1,039-1,039-100%$665.8K———
Huntington National Bank
N/A—1,033-1,033-100%$661.9K———
Arrowroot Family Office, LLC
N/A—1,027-1,027-100%$658.1K———
Keating Financial Advisory Services, Inc.
N/A—1,027-1,027-100%$658.1K———
Ameriflex Group, Inc.
N/A—1,021-1,021-100%$654.2K———
Toronto Dominion Bank
N/A—1,013-1,013-100%$649.3K———
Calydon Capital
N/A—1,012-1,012-100%$648.5K———
Petix & Botte Co
N/A—1,000-1,000-100%$640.8K———
Clare Market Investments LLC
N/A—990-990-100%$634.4K———
Aptus Capital Advisors, LLC
N/A—985-985-100%$631.1K———
Tobias Financial Advisors, Inc.
N/A—967-967-100%$619.5K———
Empowered Funds, LLC
N/A—959-959-100%$614.5K———
Cambria Investment Management, L.P.
N/A—959-959-100%$614.5K———
Yarger Wealth Strategies, LLC
N/A—957-957-100%$556.4K———
HSBC Holdings PLC
N/A—936-936-100%$599.7K———
Zacks Investment Management
N/A—930-930-100%$596.1K———
First Trust Advisors LP
N/A—917-917-100%$587.6K———
Spreng Capital Management, Inc.
N/A—916-916-100%$587.1K———
M&T Bank Corp
N/A—915-915-100%$586.3K———
Empirical Asset Management, LLC
N/A—911-911-100%$583.7K———
Rice Partnership, LLC
N/A—902-902-100%$577.7K———
Samara Investment Management, LLC
N/A—900-900-100%$576.7K———
Strategic Financial Concepts, LLC
N/A—898-898-100%$575.4K———
Calton & Associates, Inc.
N/A—860-860-100%$551.2K———
Three Cord True Wealth Management, LLC
N/A—857-857-100%$549.3K———
Empower Advisory Group, LLC
N/A—849-849-100%$544.0K———
Institute for Wealth Management, Llc.
N/A—848-848-100%$543.1K———
Icon Wealth Advisors, LLC
N/A—843-843-100%$540.0K———
Freestone Capital Holdings, LLC
N/A—826-826-100%$529.4K———
TAGStone Capital, Inc.
N/A—820-820-100%$525.4K———
Fielder Capital Group LLC
N/A—804-804-100%$515.3K———
Ariadne Wealth Management, LP
N/A—795-795-100%$509.4K———
Capital Analysts, LLC
N/A—780-780-100%$499.0K———
Main Street Research LLC
N/A—771-771-100%$494.3K———
Xcelsior Advisor Partners LLC
N/A—770-770-100%$493.5K———
Astoria Portfolio Advisors Llc.
N/A—768-768-100%$492.3K———
Stock Yards Bank & Trust Co
N/A—756-756-100%$484.4K———
Southeast Asset Advisors, LLC
N/A—754-754-100%$483.1K———
Park Place Capital Corp
N/A—752-752-100%$481.9K———
HBK Sorce Advisory LLC
N/A—746-746-100%$395.9K———
Whittier Trust Co of Nevada Inc
N/A—741-741-100%$408.8K———
Forum Finance Group S.A.
N/A—725-725-100%$375———
W1m Asset Management Ltd
N/A—712-712-100%$455.8K———
ProVise Management Group, LLC
N/A—704-704-100%$451.1K———
Round Rock Advisors LLC
N/A—703-703-100%$450.5K———
Keebeck Wealth Management
N/A—690-690-100%$442.1K———
Fortis Capital Advisors, LLC
N/A—685-685-100%$438.9K———
Darden Wealth Group Inc
N/A—683-683-100%$437.8K———
Oxford Financial Group, Ltd. LLC
N/A—680-680-100%$435.7K———
Allstate Corp
N/A—676-676-100%$433.2K———
New Insight Wealth Advisors
N/A—670-670-100%$429.3K———
Stratos Investment Management, LLC
N/A—661-661-100%$423.5K———
GenTrust, LLC
N/A—660-660-100%$422.9K———
Bartlett & Co. Wealth Management LLC
N/A—660-660-100%$422.9K———
Prostatis Group LLC
N/A—651-651-100%$417.2K———
Fiduciary Financial Advisors
N/A—646-646-100%$427.6K———
Steigerwald, Gordon & Koch Inc.
N/A—645-645-100%$413.3K———
Ionic Capital Management LLC
N/A—642-642-100%$411.4K———
Curi Capital, LLC
N/A—634-634-100%$406.2K———
Ameritas Advisory Services, LLC
N/A—634-634-100%$406.1K———
Main Street Financial Solutions, LLC
N/A—629-629-100%$403.2K———
Geometric Wealth Advisors
N/A—615-615-100%$394.1K———
Shared Vision Wealth Group LLC
N/A—606-606-100%$388.3K———
Cardiff Park Advisors, LLC
N/A—600-600-100%$384.4K———
Everest Private Wealth
N/A—600-600-100%$384.5K———
Cascade Financial Partners, LLC
N/A—600-600-100%$384.5K———
Affinity Wealth Management LLC
N/A—596-596-100%$381.7K———
Russell Investments Group, Ltd.
N/A—587-587-100%$376.1K———
Granite Bay Wealth Management, LLC
N/A—585-585-100%$375.0K———
American Money Management, LLC
N/A—583-583-100%$373.6K———
Mitchell Mcleod Pugh & Williams Inc
N/A—578-578-100%$370.1K———
Kiley Juergens Wealth Management, LLC
N/A—569-569-100%$364.6K———
SageGuard Financial Group, LLC
N/A—567-567-100%$363.3K———
Silicon Valley Capital Partners
N/A—552-552-100%$353.6K———
Tacita Capital Inc
N/A—540-540-100%$346.0K———
American Financial Advisors, LLC
N/A—538-538-100%$344.7K———
Westwood Holdings Group Inc
N/A—538-538-100%$344.7K———
Syon Capital LLC
N/A—526-526-100%$337.0K———
Texas Yale Capital Corp.
N/A—525-525-100%$336.4K———
Nwam LLC
N/A—522-522-100%$334.3K———
Ark Wealth Advisors LLC
N/A—517-517-100%$331.3K———
IAG Wealth Partners, LLC
N/A—516-516-100%$330.9K———
Ancora Advisors LLCA
N/A—501-501-100%$321.2K———
Stelac Advisory Services LLC
N/A—500-500-100%$320.4K———
Prelude Capital Management, LLC
N/A—500-500-100%$320.4K———
QRG Capital Management, Inc.
N/A—500-500-100%$320.4K———
Clear Investment Research, LLC
N/A—496-496-100%$317.8K———
Kerr Financial Planning Corp
N/A—495-495-100%$316.8K———
Investment Advisory Services Group LLC
N/A—495-495-100%$317.3K———
Exit Wealth Advisors, Llc.
N/A—494-494-100%$316.4K———
Resurgent Financial Advisors LLC
N/A—489-489-100%$313.3K———
Cladis Investment Advisory, LLC
N/A—487-487-100%$311.8K———
Magnolia Capital Advisors LLC
N/A—477-477-100%$305.6K———
Pgim Custom Harvest LLC
N/A—474-474-100%$303.7K———
Matrix Private Capital Group LLC
N/A—472-472-100%$302.5K———
Advisors Capital Management, LLC
N/A—470-470-100%$301.2K———
Gentry Private Wealth, LLC
N/A—469-469-100%$300.5K———
Arcadia Wealth Management, Inc.
N/A—465-465-100%$298.0K———
Signet Private Wealth LLC
N/A—460-460-100%$294.7K———
Smith, Moore & Co.
N/A—457-457-100%$292.9K———
Centaurus Financial, Inc.
N/A—452-452-100%$290.0K———
Plotkin Financial Advisors, LLC
N/A—450-450-100%$288.3K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—444-444-100%$284.5K———
Sound View Wealth Advisors Group, LLC
N/A—438-438-100%$280.9K———
Valmark Advisers, Inc.
N/A—430-430-100%$275.5K———
Ironwood Investment Counsel, LLC
N/A—427-427-100%$273.9K———
Shelton Capital Management
N/A—425-425-100%$272.4K———
Paces Ferry Wealth Advisors, LLC
N/A—423-423-100%$271.0K———
OneAscent Wealth Management LLC
N/A—421-421-100%$269.9K———
Capstone Investment Advisors, LLC
N/A—418-418-100%$267.8K———
Premier Private Wealth Management LLC
N/A—411-411-100%$263.4K———
Portfolio Strategies, Inc.
N/A—409-409-100%$262.1K———
Mpwm Advisory Solutions, LLC
N/A—406-406-100%$260.2K———
Boston Family Office LLC
N/A—405-405-100%$260.0K———
Sharp Wealth Advisory, LLC
N/A—405-405-100%$259.5K———
Hartree Partners, LP
N/A—400-400-100%$256.3K———
JTC Employer Solutions Trustee Ltd
N/A—400-400-100%$256.0K———
X-Square Capital, LLC
N/A—392-392-100%$251.0K———
Quantbot Technologies LP
N/A—392-392-100%$251.2K———
Frisch Financial Group, Inc.
N/A—390-390-100%$249.8K———
Daiichi Life International Holdings LLC
N/A—383-383-100%$245.4K———
Elite Financial, Inc.
N/A—380-380-100%$243.0K———
Benson Wealth Management Inc
N/A—379-379-100%$242.8K———
FAS Wealth Partners, Inc.
N/A—375-375-100%$240.3K———
Lakeridge Wealth Management LLC
N/A—375-375-100%$240.2K———
Banco BTG Pactual S.A.
N/A—375-375-100%$240.3K———
Nelson Capital Management, LLC
N/A—375-375-100%$240.3K———
Falcon Wealth Planning
N/A—375-375-100%$240.3K———
Pursue Wealth Partners LLC
N/A—375-375-100%$240.3K———
Seeds Investor LLC
N/A—373-373-100%$238.7K———
Innovative Asset Advisors Group, LLC
N/A—373-373-100%$239.0K———
Coastal Bridge Advisors, LLC
N/A—371-371-100%$237.7K———
Serenus Wealth Advisors, LLC
N/A—370-370-100%$237.1K———
KEB Asset Management, LLC
N/A—369-369-100%$236.4K———
Forge Financial Services LLC
N/A—366-366-100%$234.5K———
Family Manage LLC
N/A—362-362-100%$232.0K———
Orion Porfolio Solutions, LLC
N/A—357-357-100%$228.8K———
Swisher Financial Concepts, Inc.
N/A—348-348-100%$223.1K———
Vanguard Personalized Indexing Management, LLC
N/A—345-345-100%$221.1K———
Ruggaard & Associates LLC
N/A—345-345-100%$221.1K———
Oxford Wealth Group, LLC
N/A—331-331-100%$212.0K———
Range Advisory, LLC
N/A—315-315-100%$202.1K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—315-315-100%$201.8K———
Swan Capital LLC
N/A—312-312-100%$200.0K———
Howe & Rusling Inc
N/A—291-291-100%$186.5K———
Colonial Trust Co / SC
N/A—248-248-100%$158.9K———
Integrity Financial Corp
N/A—243-243-100%$155.9K———
Castleark Management LLC
N/A—230-230-100%$147.4K———
Mcguire Capital Advisors Inc
N/A—211-211-100%$134.9K———
Bessemer Group Inc
N/A—206-206-100%$132.0K———
Basepoint Wealth LLC
N/A—204-204-100%$130.9K———
FWL Investment Management, LLC
N/A—198-198-100%$126.8K———
PlanVest Financial, Inc
N/A—163-163-100%$104.5K———
Morse Asset Management, Inc
N/A—160-160-100%$102.5K———
Crews Bank & Trust
N/A—150-150-100%$96.1K———
BOK Financial Private Wealth, Inc.
N/A—150-150-100%$96.1K———
Truvestments Capital LLC
N/A—150-150-100%$96.1K———
Wellington-Altus USA Inc.
N/A—150-150-100%$49.3K———
MidFirst Bank
N/A—147-147-100%$94.2K———
Capital Advisor Network LLC
N/A—131-131-100%$83.9K———
Raffa Wealth Management, LLC
N/A—128-128-100%$81.9K———
Allianz SE
N/A—128-128-100%$82.0K———
Hollencrest Capital Management
N/A—124-124-100%$79.6K———
Gould Capital, LLC
N/A—118-118-100%$75.7K———
Brown Brothers Harriman & Co
N/A—117-117-100%$75.0K———
SHP Wealth Management
N/A—114-114-100%$73.3K———
Ballast Advisors LLC
N/A—110-110-100%$70.5K———
ESL Trust Services, LLC
N/A—109-109-100%$69.8K———
Reyl & Cie S.A.
N/A—100-100-100%$33.0K———
Private Wealth Asset Management, LLC
N/A—100-100-100%$64.1K———
Bogart Wealth, LLC
N/A—100-100-100%$64.1K———
Sittner & Nelson, LLC
N/A—100-100-100%$64.1K———
Copia Wealth Management
N/A—96-96-100%$61.5K———
Security National Bank of Sioux City Iowa
N/A—90-90-100%$57.7K———
VSM Wealth Advisory, LLC
N/A—90-90-100%$57.7K———
Glassman Wealth Services
N/A—81-81-100%$51.9K———
Atomic Invest LLC
N/A—77-77-100%$47.4K———
Anchor Bay Capital, Inc.
N/A—76-76-100%$40.0K———
HM Payson & Co
N/A—75-75-100%$48.1K———
Topsail Wealth Management, LLC
N/A—75-75-100%$48.1K———
Quent Capital, LLC
N/A—72-72-100%$46.1K———
Burnham & Co LLC
N/A—71-71-100%$45.5K———
Highland Investment Advisors LLC
N/A—63-63-100%$40.4K———
Elequin Capital, LP
N/A—53-53-100%$34.0K———
Vinland Capital Management Gestora de Recursos Ltda.
N/A—50-50-100%$165.7K———
Kiker Wealth Management, LLC
N/A—40-40-100%$25.6K———
Financial Life Planners
N/A—36-36-100%$23.4K———
Coston, McIsaac & Partners
N/A—36-36-100%$23.0K———
Ogorek Anthony Joseph
N/A—34-34-100%$21———
Hantz Financial Services, Inc.
N/A—31-31-100%$20.0K———
Colonial Trust Advisors
N/A—30-30-100%$19.2K———
Fortis Group Advisors, LLC
N/A—28-28-100%$17.9K———
Glen Eagle Advisors, LLC
N/A—25-25-100%$16.0K———
Beaird Harris Wealth Management, LLC
N/A—23-23-100%$14.5K———
Ritter Daniher Financial Advisory LLC / de
N/A—18-18-100%$11.5K———
Chesapeake Asset Management LLC
N/A—17-17-100%$10.9K———
Johnson Financial Group, Inc.
N/A—14-14-100%$9.0K———
Winch Advisory Services, LLC
N/A—12-12-100%$7.7K———
ST Germain D J Co Inc
N/A—9-9-100%$5.8K———
BTG Pactual Asset Management US LLC
N/A—7-7-100%$4.5K———
Caldwell Sutter Capital, Inc.
N/A—6-6-100%$3.8K———
XP Advisory US, Inc.
N/A—5-5-100%$3.2K———
Bollard Group LLC
N/A—5-5-100%$3———
Allied Private Wealth LLC
N/A—3-3-100%$1.7K———
SouthState Bank Corp
N/A—2-2-100%$1.3K———
Imprint Wealth LLC
N/A—1-1-100%$641———
Rialto Wealth Management, LLC
N/A—1-1-100%$641———
PIN OAK Investment Advisors Inc
N/A—1-1-100%$1———
Financial Gravity Companies, Inc.
N/A—1-1-100%$641———
Harborfront Financial Group LLC
N/A—1-1-100%$686———
Napier Financial, LLC
N/A—1-1-100%$641———
Showing 1264 of 1264 institutions