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Ishares Biotechnology ETF (IBB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
DECREASED
Shares4,575,050 from 4,760,709
Change-185,659 (-4%)
Value$963.2M (+$57.7M)
Filed 2026-11-04
LPL Financial LLC
INCREASED
Shares910,613 from 789,395
Change+121,218 (+15%)
Value$191.7M (+$41.6M)
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares634,277 from 677,353
Change-43,076 (-6%)
Value$133.5M (+$4.7M)
Filed 2026-10-30
WestEnd Advisors, LLC
DECREASED
Shares563,558 from 655,852
Change-92,294 (-14%)
Value$118.7M (-$6.1M)
Filed 2026-10-27
Jefferies Financial Group Inc.
INCREASED
Shares417,500 from 302,306
Change+115,194 (+38%)
Value$87.9M (+$30.4M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares317,278 from 314,505
Change+2,773 (+1%)
Value$66.8M (+$7.0M)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares223,992 from 208,618
Change+15,374 (+7%)
Value$46.9M (+$7.2M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares139,653 from 137,834
Change+1,819 (+1%)
Value$29.4M (+$3.2M)
Filed 2026-11-02
Albion Financial Group
INCREASED
Shares120,782 from 119,635
Change+1,147 (+1%)
Value$25.4M (+$2.7M)
Filed 2026-10-21
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares116,115 from 116,115
Change0 (0%)
Value$22.1M ($0)
Filed 2026-10-15
Barclays PLC
DECREASED
Shares100,479 from 526,245
Change-425,766 (-81%)
Value$21.2M (-$78.9M)
Filed 2026-11-06
Horizon Wealth Management, LLC
INCREASED
Shares90,107 from 60,285
Change+29,822 (+49%)
Value$19.0M (+$7.5M)
Filed 2026-11-02
Appleton Partners Inc
INCREASED
Shares79,752 from 75,359
Change+4,393 (+6%)
Value$16.8K (-$14.3M)
Filed 2026-10-30
MinichMacGregor Wealth Management, LLC
INCREASED
Shares78,396 from 2,290
Change+76,106 (+3323%)
Value$16.5M (+$16.1M)
Filed 2026-10-14
Creative Planning
INCREASED
Shares73,149 from 72,878
Change+271 (+0%)
Value$15.4M (+$1.5M)
Filed 2026-11-02
Investment House LLC
DECREASED
Shares71,956 from 96,715
Change-24,759 (-26%)
Value$15.1M (-$3.2M)
Filed 2026-10-21
Assetmark, Inc
DECREASED
Shares71,193 from 85,289
Change-14,096 (-17%)
Value$15.0M (-$1.2M)
Filed 2026-10-21
Factory Mutual Insurance Co
UNCHANGED
Shares71,000 from 71,000
Change0 (0%)
Value$14.9M (+$1.4M)
Filed 2026-10-30
NTV Asset Management LLC
INCREASED
Shares67,028 from 63,985
Change+3,043 (+5%)
Value$14.1M (+$1.9M)
Filed 2026-10-23
Florin Court Capital LLP
INCREASED
Shares64,100 from 14,900
Change+49,200 (+330%)
Value$13.5M (+$10.7M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares63,312 from 47,195
Change+16,117 (+34%)
Value$13.3M (+$4.4M)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares62,568 from 2,715
Change+59,853 (+2205%)
Value$13.6M (+$13.1M)
Filed 2026-11-04
Cumberland Advisors Inc
DECREASED
Shares61,553 from 64,018
Change-2,465 (-4%)
Value$13.0M (+$783.2K)
Filed 2026-10-30
Old National Bancorp
NEW
Shares60,602
Change+60,602
Value$12.8M
Filed 2026-10-20
Pictet Asset Management Holding SA
INCREASED
Shares59,475 from 54,950
Change+4,525 (+8%)
Value$12.6M (+$2.1M)
Filed 2026-11-03
Redstone Wealth Management, LLC
NEW
Shares58,901
Change+58,901
Value$12.4M
Filed 2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares57,357 from 61,030
Change-3,673 (-6%)
Value$12.1M (+$468.1K)
Filed 2026-10-13
Apella Capital, LLC
DECREASED
Shares57,210 from 57,530
Change-320 (-1%)
Value$11.6M (+$228.9K)
Filed 2026-10-08
Decker Retirement Planning Inc.
NEW
Shares56,424
Change+56,424
Value$11.9M
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares50,826 from 43,800
Change+7,026 (+16%)
Value$10.7K (-$8.3M)
Filed 2026-11-02
Point Nemo Capital, LLC
INCREASED
Shares49,353 from 5,097
Change+44,256 (+868%)
Value$10.4M (+$9.4M)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares48,877 from 49,988
Change-1,111 (-2%)
Value$10.3M (+$782.9K)
Filed 2026-10-16
Henshaw Capital LLC
UNCHANGED
Shares47,000 from 47,000
Change0 (0%)
Value$9.9M (+$956.0K)
Filed 2026-11-03
Davenport & Co LLC
INCREASED
Shares45,925 from 45,300
Change+625 (+1%)
Value$9.7M (+$1.1M)
Filed 2026-10-14
Forbes J M & Co LLP
INCREASED
Shares43,615 from 43,371
Change+244 (+1%)
Value$9.2M (+$933.5K)
Filed 2026-10-16
Toth Financial Advisory Corp
INCREASED
Shares43,129 from 42,261
Change+868 (+2%)
Value$9.1M (+$1.0M)
Filed 2026-10-08
Neville Rodie & Shaw Inc
INCREASED
Shares42,235 from 42,002
Change+233 (+1%)
Value$8.9K (+$904)
Filed 2026-10-05
Equitable Trust Co
INCREASED
Shares41,288 from 39,645
Change+1,643 (+4%)
Value$8.7M (+$1.2M)
Filed 2026-10-13
First Interstate Bank
DECREASED
Shares38,873 from 40,526
Change-1,653 (-4%)
Value$8.2M (+$476.3K)
Filed 2026-10-23
SP Asset Management LLC
DECREASED
Shares38,385 from 41,213
Change-2,828 (-7%)
Value$8.1M (+$242.9K)
Filed 2026-11-05
Geneva Partners, LLC
NEW
Shares37,618
Change+37,618
Value$8.0M
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
INCREASED
Shares34,783 from 32,336
Change+2,447 (+8%)
Value$7.2M (+$1.0M)
Filed 2026-11-04
Williams Jones Wealth Management, Llc.
INCREASED
Shares33,952 from 33,917
Change+35 (+0%)
Value$7.1M (+$697.2K)
Filed 2026-11-05
Accurate Wealth Management, LLC
NEW
Shares33,253
Change+33,253
Value$6.7M
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares33,061 from 29,848
Change+3,213 (+11%)
Value$6.2M (+$885.9K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares32,080 from 22,528
Change+9,552 (+42%)
Value$6.8M (+$2.5M)
Filed 2026-10-26
McCollum Christoferson Group LLC
DECREASED
Shares30,609 from 30,924
Change-315 (-1%)
Value$6.4M (+$562.7K)
Filed 2026-10-13
CMH Wealth Management LLC
INCREASED
Shares30,583 from 28,838
Change+1,745 (+6%)
Value$6.4M (+$953.9K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
DECREASED
Shares30,377 from 41,899
Change-11,522 (-27%)
Value$6.4M (-$1.6M)
Filed 2026-10-16
Southern Capital Advisors, LLC
DECREASED
Shares28,953 from 29,008
Change-55 (0%)
Value$6.1M (+$578.4K)
Filed 2026-10-26
Monument Capital Management
NEW
Shares28,887
Change+28,887
Value$6.1M
Filed 2026-10-09
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares28,691 from 6,876
Change+21,815 (+317%)
Value$6.0M (+$4.7M)
Filed 2026-11-03
Crescent Grove Advisors, LLC
DECREASED
Shares27,780 from 28,620
Change-840 (-3%)
Value$5.8M (+$405.3K)
Filed 2026-10-21
Howard Capital Management Group, LLC
DECREASED
Shares27,622 from 28,887
Change-1,265 (-4%)
Value$5.8M (+$321.5K)
Filed 2026-10-16
Evergreen Capital Management LLC
DECREASED
Shares27,108 from 27,427
Change-319 (-1%)
Value$5.7M (+$490.7K)
Filed 2026-10-23
Blume Capital Management, Inc.
DECREASED
Shares26,503 from 27,113
Change-610 (-2%)
Value$5.6M (+$423.1K)
Filed 2026-10-26
Vicus Capital
NEW
Shares24,302
Change+24,302
Value$5.1M
Filed 2026-11-05
Traynor Capital Management, Inc.
INCREASED
Shares24,223 from 17,354
Change+6,869 (+40%)
Value$5.1M (+$1.8M)
Filed 2026-10-29
Chesley Taft & Associates LLC
DECREASED
Shares23,657 from 23,862
Change-205 (-1%)
Value$5.0M (+$442.2K)
Filed 2026-10-13
WealthCare Investment Partners, LLC
INCREASED
Shares23,647 from 21,243
Change+2,404 (+11%)
Value$5.0M (+$938.2K)
Filed 2026-11-05
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares23,207 from 23,207
Change0 (0%)
Value$4.9M (+$473.0K)
Filed 2026-11-05
NBT Bank, N.A.
DECREASED
Shares22,752 from 22,811
Change-59 (0%)
Value$4.8M (+$451.6K)
Filed 2026-10-21
Associated Banc-Corp
DECREASED
Shares22,668 from 23,298
Change-630 (-3%)
Value$4.8M (+$341.2K)
Filed 2026-10-30
Anderson Hoagland & Co
INCREASED
Shares22,578 from 17,022
Change+5,556 (+33%)
Value$4.7M (+$1.5M)
Filed 2026-10-23
Eagle Strategies LLC
DECREASED
Shares22,132 from 22,192
Change-60 (0%)
Value$4.7M (+$438.8K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares21,877 from 17,514
Change+4,363 (+25%)
Value$4.6M (+$1.3M)
Filed 2026-10-15
Lyell Wealth Management, LP
INCREASED
Shares20,993 from 19,548
Change+1,445 (+7%)
Value$4.4M (+$701.8K)
Filed 2026-10-30
Cadent Capital Advisors, LLC
NEW
Shares20,676
Change+20,676
Value$4.4M
Filed 2026-10-09
Grimes & Co Wealth Management, LLC
INCREASED
Shares20,377 from 19,367
Change+1,010 (+5%)
Value$4.3M (+$606.5K)
Filed 2026-10-29
Fifth Third Bancorp
DECREASED
Shares19,938 from 27,456
Change-7,518 (-27%)
Value$4.2M (-$1.0M)
Filed 2026-11-05
Marion Wealth Management
INCREASED
Shares19,807 from 19,709
Change+98 (+1%)
Value$4.2M (+$421.5K)
Filed 2026-10-22
VestGen Advisors, LLC
INCREASED
Shares19,250 from 4,850
Change+14,400 (+297%)
Value$4.1M (+$3.1M)
Filed 2026-10-27
Fischer Financial Services, Inc.
DECREASED
Shares19,086 from 20,157
Change-1,071 (-5%)
Value$4.0M (+$184.5K)
Filed 2026-10-30
Ashurst Perkins Coie Trust Co
DECREASED
Shares18,723 from 19,544
Change-821 (-4%)
Value$3.9M (+$224.7K)
Filed 2026-10-15
Independent Financial Group, LLC
DECREASED
Shares18,701 from 20,011
Change-1,310 (-7%)
Value$3.9M (+$131.2K)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares18,556 from 19,711
Change-1,155 (-6%)
Value$3.9M (+$157.8K)
Filed 2026-10-15
Keybank National Association
INCREASED
Shares18,532 from 18,449
Change+83 (+0%)
Value$3.9M (+$392.7K)
Filed 2026-11-04
Midwest Professional Planners, Ltd.
NEW
Shares18,496
Change+18,496
Value$3.9M
Filed 2026-10-29
Cannon Advisors, Inc.
NEW
Shares18,369
Change+18,369
Value$3.7M
Filed 2026-10-14
Westside Investment Management, Inc.
DECREASED
Shares18,260 from 18,330
Change-70 (0%)
Value$3.8M (+$351.6K)
Filed 2026-11-02
Lighthouse Financial LLC
INCREASED
Shares17,966 from 9,470
Change+8,496 (+90%)
Value$3.8M (+$2.0M)
Filed 2026-10-23
BAR Harbor Wealth Management
INCREASED
Shares17,222 from 16,535
Change+687 (+4%)
Value$3.6M (+$481.0K)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares17,208 from 15,827
Change+1,381 (+9%)
Value$3.6M (+$612.7K)
Filed 2026-11-05
Pinnacle Associates LTD
INCREASED
Shares16,924 from 16,846
Change+78 (+0%)
Value$3.6M (+$358.9K)
Filed 2026-10-20
Bank Pictet & Cie (Europe) AG
UNCHANGED
Shares16,280 from 16,280
Change0 (0%)
Value$3.4M (+$331.1K)
Filed 2026-10-20
Destiny Wealth Partners, LLC
INCREASED
Shares15,618 from 3,580
Change+12,038 (+336%)
Value$3.3M (+$2.7M)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares14,261 from 12,725
Change+1,536 (+12%)
Value$3.0M (+$582.2K)
Filed 2026-11-05
Central Trust Co
INCREASED
Shares14,112 from 13,342
Change+770 (+6%)
Value$3.0M (+$433.5K)
Filed 2026-11-05
Virtue Capital Management, LLC
NEW
Shares13,922
Change+13,922
Value$2.9M
Filed 2026-10-29
Leeward Financial Partners, LLC
NEW
Shares13,723
Change+13,723
Value$2.9M
Filed 2026-10-23
Crestwood Advisors Group, LLC
DECREASED
Shares13,701 from 13,751
Change-50 (0%)
Value$2.9M (+$269.3K)
Filed 2026-10-27
Fiduciary Alliance LLC
NEW
Shares13,688
Change+13,688
Value$2.9M
Filed 2026-10-13
Viewpoint Capital Management LLC
INCREASED
Shares13,490 from 13,280
Change+210 (+2%)
Value$2.8M (+$314.3K)
Filed 2026-10-27
KCM Investment Advisors LLC
DECREASED
Shares13,425 from 13,640
Change-215 (-2%)
Value$2.8M (+$232.2K)
Filed 2026-10-27
Martin Capital Advisors, LLP
UNCHANGED
Shares13,419 from 13,419
Change0 (0%)
Value$2.8M (+$273.0K)
Filed 2026-10-15
Valicenti Advisory Services Inc
DECREASED
Shares13,135 from 13,280
Change-145 (-1%)
Value$2.8K (+$239)
Filed 2026-10-23
New England Private Wealth Advisors LLC
UNCHANGED
Shares13,081 from 13,081
Change0 (0%)
Value$2.8M (+$292.9K)
Filed 2026-10-19
Hoey Investments, Inc
INCREASED
Shares12,475 from 10,486
Change+1,989 (+19%)
Value$2.6M (+$632.0K)
Filed 2026-10-29
Lido Advisors, LLC
DECREASED
Shares12,254 from 12,521
Change-267 (-2%)
Value$2.6M (+$198.5K)
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
INCREASED
Shares12,229 from 12,135
Change+94 (+1%)
Value$2.6M (+$266.6K)
Filed 2026-10-16
Fortis Group Advisors, LLC
NEW
Shares12,148
Change+12,148
Value$2.6M
Filed 2026-11-06
Brookstone Capital Management
DECREASED
Shares11,973 from 16,689
Change-4,716 (-28%)
Value$2.5M (-$653.4K)
Filed 2026-10-22
Sage Capital Management, LLC
INCREASED
Shares11,913 from 10,923
Change+990 (+9%)
Value$2.5M (+$430.8K)
Filed 2026-10-20
Outlook Wealth Advisors, LLC
INCREASED
Shares11,898 from 2,889
Change+9,009 (+312%)
Value$2.5M (+$2.0M)
Filed 2026-10-28
Clarus Wealth Advisors
NEW
Shares11,763
Change+11,763
Value$2.4M
Filed 2026-10-13
Leuthold Group, LLC
DECREASED
Shares11,549 from 12,614
Change-1,065 (-8%)
Value$2.4M (+$32.4K)
Filed 2026-11-04
Hanseatic Management Services Inc
NEW
Shares11,306
Change+11,306
Value$2.4M
Filed 2026-10-27
Stegent Equity Advisors, Inc.
DECREASED
Shares11,055 from 11,097
Change-42 (0%)
Value$2.3M (+$216.9K)
Filed 2026-10-13
Kanawha Capital Management LLC
INCREASED
Shares10,712 from 10,517
Change+195 (+2%)
Value$2.3M (+$255.0K)
Filed 2026-10-19
Burns J W & Co Inc
DECREASED
Shares10,688 from 10,973
Change-285 (-3%)
Value$2.3M (+$163.2K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares10,666 from 13,147
Change-2,481 (-19%)
Value$2.2M (-$254.9K)
Filed 2026-10-08
Parisi Gray Wealth Management
NEW
Shares10,561
Change+10,561
Value$2.2M
Filed 2026-10-16
Columbus Macro, LLC
NEW
Shares10,350
Change+10,350
Value$2.2M
Filed 2026-10-14
Blue Fin Capital, Inc.
INCREASED
Shares10,053 from 10,021
Change+32 (+0%)
Value$2.1M (+$210.6K)
Filed 2026-10-28
CVS Health Corp
NEW
Shares10,000
Change+10,000
Value$2.1M
Filed 2026-11-05
Canton Hathaway, LLC
INCREASED
Shares9,961 from 8,711
Change+1,250 (+14%)
Value$2.1M (+$440.3K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares9,914 from 7,723
Change+2,191 (+28%)
Value$2.1M (+$618.4K)
Filed 2026-11-06
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares9,675 from 9,935
Change-260 (-3%)
Value$2.0M (+$147.5K)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED
Shares9,478 from 8,939
Change+539 (+6%)
Value$2.0M (+$295.2K)
Filed 2026-11-05
Magnus Financial Group LLC
INCREASED
Shares9,472 from 8,556
Change+916 (+11%)
Value$2.0M (+$366.9K)
Filed 2026-10-21
Avior Wealth Management, LLC
DECREASED
Shares9,467 from 9,707
Change-240 (-2%)
Value$2.0M (+$146.9K)
Filed 2026-10-13
Robbins Farley
NEW
Shares9,465
Change+9,465
Value$2.0M
Filed 2026-10-21
Strategic Advisory Partners, LLC
DECREASED
Shares9,448 from 10,367
Change-919 (-9%)
Value$2.0M (+$17.4K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
INCREASED
Shares9,343 from 8,457
Change+886 (+10%)
Value$2.0M (+$358.4K)
Filed 2026-10-21
RS Crum Inc.
INCREASED
Shares9,186 from 9,111
Change+75 (+1%)
Value$1.9M (+$201.1K)
Filed 2026-10-19
Sara-Bay Financial
NEW
Shares9,067
Change+9,067
Value$1.9M
Filed 2026-10-21
Moors & Cabot, Inc.
DECREASED
Shares9,062 from 9,121
Change-59 (-1%)
Value$1.9M (+$173.1K)
Filed 2026-11-06
White Lighthouse Investment Management Inc.
INCREASED
Shares9,060 from 9,050
Change+10 (+0%)
Value$1.9M (+$186.2K)
Filed 2026-10-21
Wolverine Asset Management LLC
NEW
Shares8,700
Change+8,700
Value$1.8M
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares8,673 from 8,039
Change+634 (+8%)
Value$1.8M (+$293.6K)
Filed 2026-10-23
Patriot Investment Management Group, Inc.
INCREASED
Shares8,535 from 7,937
Change+598 (+8%)
Value$1.8M (+$287.3K)
Filed 2026-10-15
William John Sempolinski
INCREASED
Shares8,503 from 1,368
Change+7,135 (+522%)
Value$1.8M (+$1.5M)
Filed 2026-10-20
Telos Capital Management, Inc.
DECREASED
Shares8,431 from 8,609
Change-178 (-2%)
Value$1.8M (+$137.6K)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
UNCHANGED
Shares8,418 from 8,418
Change0 (0%)
Value$1.8M (+$171.2K)
Filed 2026-10-22
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares8,223 from 8,368
Change-145 (-2%)
Value$1.7M (+$139.7K)
Filed 2026-11-03
Busey Bank
UNCHANGED
Shares8,223 from 8,223
Change0 (0%)
Value$1.7M (+$167.3K)
Filed 2026-10-26
Apollon Wealth Management, LLC
INCREASED
Shares8,178 from 8,118
Change+60 (+1%)
Value$1.7M (+$177.8K)
Filed 2026-10-23
Acropolis Investment Management, LLC
DECREASED
Shares8,157 from 8,187
Change-30 (0%)
Value$1.7M (+$160.2K)
Filed 2026-10-08
City State Bank
DECREASED
Shares8,147 from 8,602
Change-455 (-5%)
Value$1.7M (+$79.2K)
Filed 2026-10-20
Milestone Investment Advisors LLC
INCREASED
Shares8,042 from 7,787
Change+255 (+3%)
Value$1.7M (+$212.1K)
Filed 2026-11-05
Biltmore Family Office, LLC
DECREASED
Shares7,905 from 8,704
Change-799 (-9%)
Value$1.7M (+$8.8K)
Filed 2026-11-03
Capital Investment Advisors, LLC
DECREASED
Shares7,820 from 8,246
Change-426 (-5%)
Value$1.6M (+$78.0K)
Filed 2026-10-22
D.A. Davidson & Co.
INCREASED
Shares7,788 from 6,402
Change+1,386 (+22%)
Value$1.6M (+$422.1K)
Filed 2026-10-28
Global View Capital Management LLC
NEW
Shares7,765
Change+7,765
Value$1.6M
Filed 2026-10-28
Merit Financial Group, LLC
DECREASED
Shares7,711 from 10,434
Change-2,723 (-26%)
Value$1.6M (-$361.1K)
Filed 2026-11-06
Flagship Harbor Advisors, LLC
INCREASED
Shares7,691 from 6,407
Change+1,284 (+20%)
Value$1.6M (+$400.7K)
Filed 2026-10-26
Cullen T Bankers, Inc.
DECREASED
Shares7,657 from 7,882
Change-225 (-3%)
Value$1.6M (+$113.0K)
Filed 2026-10-28
Signature Wealth Management Partners, LLC
UNCHANGED
Shares7,606 from 7,606
Change0 (0%)
Value$1.6M (+$154.7K)
Filed 2026-10-21
SteelPeak Wealth, LLC
INCREASED
Shares7,208 from 6,147
Change+1,061 (+17%)
Value$1.5M (+$348.4K)
Filed 2026-10-16
Shulman DeMeo Asset Management LLC
DECREASED
Shares7,182 from 7,202
Change-20 (0%)
Value$1.5M (+$123.7K)
Filed 2026-10-09
Wellington Shields & Co., LLC
INCREASED
Shares7,000 from 1,290
Change+5,710 (+443%)
Value$1.5M (+$1.2M)
Filed 2026-11-03
Wellington Shields Capital Management, LLC
INCREASED
Shares7,000 from 3,660
Change+3,340 (+91%)
Value$1.5M (+$777.6K)
Filed 2026-11-03
Capital Management Associates
INCREASED
Shares7,000 from 4,000
Change+3,000 (+75%)
Value$1.5M (+$713.0K)
Filed 2026-11-03
Ndwm LLC
NEW
Shares6,931
Change+6,931
Value$1.5M
Filed 2026-11-05
Chicago Partners Investment Group LLC
DECREASED
Shares6,835 from 7,922
Change-1,087 (-14%)
Value$1.4M (-$77.2K)
Filed 2026-10-27
Washington Growth Strategies LLC
UNCHANGED
Shares6,694 from 6,694
Change0 (0%)
Value$1.4M (+$136.2K)
Filed 2026-10-19
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares6,633 from 5,525
Change+1,108 (+20%)
Value$1.4M (+$345.6K)
Filed 2026-10-14
Modera Wealth Management, LLC
INCREASED
Shares6,370 from 6,054
Change+316 (+5%)
Value$1.3M (+$189.7K)
Filed 2026-10-28
Adell Harriman & Carpenter Inc
DECREASED
Shares6,356 from 6,696
Change-340 (-5%)
Value$1.3M (+$64.8K)
Filed 2026-11-02
Endowment Wealth Management, Inc.
INCREASED
Shares6,273 from 5,691
Change+582 (+10%)
Value$1.3M (+$238.3K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares6,246 from 5,864
Change+382 (+7%)
Value$1.3M (+$199.7K)
Filed 2026-10-23
Congress Asset Management Co
NEW
Shares6,240
Change+6,240
Value$1.3M
Filed 2026-10-06
Focus Financial Network, Inc.
INCREASED
Shares6,056 from 5,697
Change+359 (+6%)
Value$1.3M (+$191.3K)
Filed 2026-10-14
Massachusetts Wealth Management
INCREASED
Shares6,031 from 4,446
Change+1,585 (+36%)
Value$1.3M (+$424.1K)
Filed 2026-10-21
Ferguson Wellman Capital Management, Inc
DECREASED
Shares5,948 from 6,013
Change-65 (-1%)
Value$1.3M (+$108.6K)
Filed 2026-10-05
Strategic Blueprint, LLC
DECREASED
Shares5,823 from 6,775
Change-952 (-14%)
Value$1.2M (-$62.6K)
Filed 2026-10-22
BigSur Wealth Management LLC
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$1.2M (+$118.0K)
Filed 2026-10-13
Savant Capital, LLC
INCREASED
Shares5,702 from 3,345
Change+2,357 (+70%)
Value$1.2M (+$564.5K)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
INCREASED
Shares5,633 from 5,383
Change+250 (+5%)
Value$1.2M (+$162.1K)
Filed 2026-10-27
Odyssey Capital Advisors, Inc.
INCREASED
Shares5,585 from 5,197
Change+388 (+7%)
Value$1.2M (+$187.4K)
Filed 2026-10-26
Ascent Group, LLC
DECREASED
Shares5,484 from 5,805
Change-321 (-6%)
Value$1.2M (+$50.5K)
Filed 2026-10-30
Bailard, Inc.
DECREASED
Shares5,345 from 5,462
Change-117 (-2%)
Value$1.1M (+$86.5K)
Filed 2026-10-13
Westwood Wealth Management
DECREASED
Shares5,200 from 6,600
Change-1,400 (-21%)
Value$1.1M (-$160.5K)
Filed 2026-10-29
Baxter Bros Inc
INCREASED
Shares5,176 from 4,949
Change+227 (+5%)
Value$1.1M (+$148.5K)
Filed 2026-11-04
Sharper & Granite LLC
INCREASED
Shares5,109 from 5,099
Change+10 (+0%)
Value$862.7K (-$107.1K)
Filed 2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares5,101 from 5,168
Change-67 (-1%)
Value$1.1M (+$91.0K)
Filed 2026-10-23
Wedbush Securities Inc
INCREASED
Shares5,086 from 4,235
Change+851 (+20%)
Value$1.1K (-$803.9K)
Filed 2026-10-22
American State Bank (Iowa)
UNCHANGED
Shares5,082 from 5,082
Change0 (0%)
Value$1.1M (+$103.4K)
Filed 2026-11-03
Evolution Wealth Advisors, LLC
DECREASED
Shares5,067 from 5,377
Change-310 (-6%)
Value$1.1M (+$44.1K)
Filed 2026-11-03
Harbour Capital Advisors, LLC
UNCHANGED
Shares4,958 from 4,958
Change0 (0%)
Value$1.0M (+$91.6K)
Filed 2026-10-13
Aprio Wealth Management, LLC
DECREASED
Shares4,933 from 4,943
Change-10 (0%)
Value$1.0M (+$98.4K)
Filed 2026-10-28
Finer Wealth Management, Inc.
DECREASED
Shares4,923 from 6,742
Change-1,819 (-27%)
Value$1.0M (-$245.8K)
Filed 2026-10-16
HB Wealth Management, LLC
INCREASED
Shares4,914 from 4,771
Change+143 (+3%)
Value$1.0M (+$127.0K)
Filed 2026-10-23
Park Avenue Securities LLC
DECREASED
Shares4,891 from 5,013
Change-122 (-2%)
Value$1.0K (-$952.0K)
Filed 2026-10-26
Means Investment Co., Inc.
DECREASED
Shares4,790 from 5,364
Change-574 (-11%)
Value$1.0M (-$11.8K)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares4,789 from 4,604
Change+185 (+4%)
Value$910.9K (+$35.1K)
Filed 2026-11-06
Principle Wealth Partners LLC
UNCHANGED
Shares4,781 from 4,781
Change0 (0%)
Value$1.0M (+$97.2K)
Filed 2026-11-02
FSA Wealth Partners, Inc.
DECREASED
Shares4,778 from 10,052
Change-5,274 (-52%)
Value$1.0M (-$905.9K)
Filed 2026-10-26
Indivisible Partners
NEW
Shares4,764
Change+4,764
Value$1.0M
Filed 2026-10-26
Regions Financial Corp
DECREASED
Shares4,687 from 4,701
Change-14 (0%)
Value$986.8K (+$92.7K)
Filed 2026-11-05
Kessler Investment Group, LLC
DECREASED
Shares4,636 from 5,546
Change-910 (-16%)
Value$976.0K (-$78.8K)
Filed 2026-10-08
Summit Global Investments
DECREASED
Shares4,586 from 4,712
Change-126 (-3%)
Value$965 (-$895.0K)
Filed 2026-10-28
Decision Investments, Inc
DECREASED
Shares4,518 from 4,533
Change-15 (0%)
Value$951.2K (+$89.0K)
Filed 2026-10-07
CWA Asset Management Group, LLC
INCREASED
Shares4,501 from 4,414
Change+87 (+2%)
Value$947.6K (+$108.1K)
Filed 2026-10-19
Advantage Trust Co
DECREASED
Shares4,464 from 4,817
Change-353 (-7%)
Value$939.8K (+$23.7K)
Filed 2026-10-19
Legacy Edge Advisors, LLC
DECREASED
Shares4,446 from 4,844
Change-398 (-8%)
Value$936.0K (+$14.7K)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares4,434 from 3,264
Change+1,170 (+36%)
Value$933.4K (+$312.7K)
Filed 2026-11-05
TCV Trust & Wealth Management, Inc.
UNCHANGED
Shares4,295 from 4,295
Change0 (0%)
Value$904.2K (+$87.4K)
Filed 2026-10-16
SFE Investment Counsel
INCREASED
Shares4,191 from 2,131
Change+2,060 (+97%)
Value$882.2K (+$477.0K)
Filed 2026-10-29
Vise Technologies, Inc.
INCREASED
Shares4,190 from 3,202
Change+988 (+31%)
Value$882.1K (+$273.1K)
Filed 2026-10-29
OpenArc Corporate Advisory, LLC
INCREASED
Shares4,148 from 3,996
Change+152 (+4%)
Value$873.3K (+$113.3K)
Filed 2026-10-21
Shepherd Financial Partners LLC
INCREASED
Shares4,148 from 4,130
Change+18 (+0%)
Value$873.4K (+$87.8K)
Filed 2026-11-03
KFG Wealth Management, LLC
DECREASED
Shares4,142 from 4,160
Change-18 (0%)
Value$872.0K (+$80.8K)
Filed 2026-10-16
Nvwm, LLC
INCREASED
Shares4,112 from 4,072
Change+40 (+1%)
Value$865.7K (+$91.2K)
Filed 2026-10-14
Fisher Asset Management, LLC
INCREASED
Shares4,084 from 2,339
Change+1,745 (+75%)
Value$859.8K (+$415.0K)
Filed 2026-11-06
First International Bank of Israel Ltd.
INCREASED
Shares4,048 from 3,394
Change+654 (+19%)
Value$821.9K (+$176.5K)
Filed 2026-11-04
Harrell Investment Partners, LLC
INCREASED
Shares3,995 from 3,957
Change+38 (+1%)
Value$841.0K (+$88.3K)
Filed 2026-10-15
Core Wealth Partners LLC
UNCHANGED
Shares3,989 from 3,989
Change0 (0%)
Value$839.8K (+$81.1K)
Filed 2026-11-02
Pines Wealth Management, LLC
INCREASED
Shares3,948 from 3,793
Change+155 (+4%)
Value$831.2K (+$109.8K)
Filed 2026-10-21
Harmony Asset Management LLC
DECREASED
Shares3,918 from 6,350
Change-2,432 (-38%)
Value$824.9K (-$382.8K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED
Shares3,898 from 3,558
Change+340 (+10%)
Value$820.6K (+$143.9K)
Filed 2026-10-23
Midwest Trust Co
DECREASED
Shares3,894 from 4,423
Change-529 (-12%)
Value$819.8K (-$21.4K)
Filed 2026-10-22
Clear Harbor Asset Management, LLC
DECREASED
Shares3,865 from 3,906
Change-41 (-1%)
Value$813.8K (+$70.9K)
Filed 2026-11-05
Wedmont Private Capital
INCREASED
Shares3,851 from 3,527
Change+324 (+9%)
Value$772.0K (+$94.6K)
Filed 2026-10-09
Realta Investment Advisors
INCREASED
Shares3,794 from 435
Change+3,359 (+772%)
Value$798.8K (+$716.0K)
Filed 2026-10-14
AlphaCore Capital LLC
INCREASED
Shares3,793 from 3,688
Change+105 (+3%)
Value$798.6K (+$97.1K)
Filed 2026-11-04
Vontobel Holding Ltd.
INCREASED
Shares3,768 from 2,074
Change+1,694 (+82%)
Value$793.3K (+$398.8K)
Filed 2026-10-16
Kesler, Norman & Wride, LLC
INCREASED
Shares3,717 from 2,797
Change+920 (+33%)
Value$782.6K (+$250.6K)
Filed 2026-11-06
Certuity, LLC
INCREASED
Shares3,716 from 2,732
Change+984 (+36%)
Value$782.3K (+$262.8K)
Filed 2026-11-02
Waters Parkerson & Co., LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$779.0K (+$75.3K)
Filed 2026-11-04
Community Financial Services Group, LLC
DECREASED
Shares3,671 from 3,716
Change-45 (-1%)
Value$756.1K (+$49.6K)
Filed 2026-10-15
Clarity Wealth Advisors, LLC
DECREASED
Shares3,666 from 3,994
Change-328 (-8%)
Value$771.8K (+$12.2K)
Filed 2026-10-21
Choreo, LLC
INCREASED
Shares3,665 from 3,403
Change+262 (+8%)
Value$771.6K (+$124.4K)
Filed 2026-10-28
AlpenGlobal Capital LLC
NEW
Shares3,612
Change+3,612
Value$760.4K
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
UNCHANGED
Shares3,610 from 3,610
Change0 (0%)
Value$760.0K (+$73.4K)
Filed 2026-10-13
Middleton & Co Inc
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$757.9K (+$73.2K)
Filed 2026-10-23
Meridian Wealth Management, LLC
DECREASED
Shares3,574 from 3,957
Change-383 (-10%)
Value$752.3K (-$345)
Filed 2026-11-05
Creekside Partners
UNCHANGED
Shares3,527 from 3,527
Change0 (0%)
Value$742.5K (+$71.7K)
Filed 2026-11-04
TrinityBridge Ltd
DECREASED
Shares3,460 from 3,535
Change-75 (-2%)
Value$728 (-$671.3K)
Filed 2026-10-30
Providence First Trust Co
NEW
Shares3,449
Change+3,449
Value$726.1K
Filed 2026-11-02
Capstone Wealth Management Group, Inc.
UNCHANGED
Shares3,449 from 3,449
Change0 (0%)
Value$726.2K (+$70.2K)
Filed 2026-10-19
Krilogy Financial LLC
DECREASED
Shares3,441 from 3,707
Change-266 (-7%)
Value$702.8K (-$2.3K)
Filed 2026-10-13
Financial Concepts Unlimited, Inc.
DECREASED
Shares3,432 from 3,477
Change-45 (-1%)
Value$722.6K (+$61.3K)
Filed 2026-11-06
Shade Tree Advisors LLC
NEW
Shares3,400
Change+3,400
Value$715.8K
Filed 2026-10-22
Chemistry Wealth Management LLC
DECREASED
Shares3,388 from 3,436
Change-48 (-1%)
Value$713.3K (+$59.8K)
Filed 2026-10-16
Carret Asset Management, LLC
INCREASED
Shares3,384 from 2,404
Change+980 (+41%)
Value$712.4K (+$255.2K)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares3,376 from 3,572
Change-196 (-5%)
Value$710.7K (+$31.4K)
Filed 2026-10-20
Fort Washington Investment Advisors Inc
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$694.7K (+$67.1K)
Filed 2026-10-15
Virtue Asset Management LLC
INCREASED
Shares3,296 from 1,846
Change+1,450 (+79%)
Value$693.8K (+$342.7K)
Filed 2026-10-21
Clearstead Advisors, LLC
INCREASED
Shares3,280 from 2,640
Change+640 (+24%)
Value$690.5K (+$188.4K)
Filed 2026-11-06
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares3,243 from 3,288
Change-45 (-1%)
Value$682.7K (+$57.4K)
Filed 2026-10-09
My Personal CFO, LLC
UNCHANGED
Shares3,240 from 3,240
Change0 (0%)
Value$682.1K (+$65.9K)
Filed 2026-10-14
Diversified Trust Co
NEW
Shares3,193
Change+3,193
Value$672.2K
Filed 2026-11-06
Rockingstone Advisors LLC
UNCHANGED
Shares3,185 from 3,185
Change0 (0%)
Value$670.5K (+$64.8K)
Filed 2026-10-16
Moneco Advisors, LLC
INCREASED
Shares3,170 from 1,717
Change+1,453 (+85%)
Value$667.3K (+$340.7K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares3,160 from 970
Change+2,190 (+226%)
Value$665.2K (+$480.6K)
Filed 2026-11-03
Flagship Private Wealth, LLC
INCREASED
Shares3,146 from 3,091
Change+55 (+2%)
Value$662.4K (+$74.5K)
Filed 2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$652.6K (+$63.1K)
Filed 2026-10-23
Institute for Wealth Management, Llc.
DECREASED
Shares3,094 from 3,206
Change-112 (-3%)
Value$651.4K (+$41.6K)
Filed 2026-11-06
Ellis Investment Partners, LLC
DECREASED
Shares3,083 from 3,202
Change-119 (-4%)
Value$649.2K (+$40.2K)
Filed 2026-10-21
Andrews Advisory Associates, LLC
DECREASED
Shares3,071 from 3,381
Change-310 (-9%)
Value$646.6K (+$3.6K)
Filed 2026-10-15
Maltin Wealth Management, Inc.
UNCHANGED
Shares3,068 from 3,068
Change0 (0%)
Value$646.0K (+$62.4K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED
Shares3,025 from 28,054
Change-25,029 (-89%)
Value$636.9K (-$4.7M)
Filed 2026-11-03
Oakworth Capital, Inc.
UNCHANGED
Shares3,018 from 3,018
Change0 (0%)
Value$635.4K (+$61.4K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares2,995 from 2,722
Change+273 (+10%)
Value$630.6K (+$112.8K)
Filed 2026-11-05
Titleist Asset Management, LLC
DECREASED
Shares2,933 from 3,514
Change-581 (-17%)
Value$617.4K (-$51.0K)
Filed 2026-10-08
Joel Isaacson & Co., LLC
INCREASED
Shares2,916 from 2,796
Change+120 (+4%)
Value$614.0K (+$82.1K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares2,897 from 1,546
Change+1,351 (+87%)
Value$609.8K (+$316.4K)
Filed 2026-10-13
Burke & Herbert Bank & Trust Co
DECREASED
Shares2,885 from 3,085
Change-200 (-6%)
Value$607.4K (+$20.6K)
Filed 2026-11-02
Triangle Securities Wealth Management
DECREASED
Shares2,858 from 2,868
Change-10 (0%)
Value$601.7K (+$56.2K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
DECREASED
Shares2,847 from 2,887
Change-40 (-1%)
Value$599.4K (+$50.3K)
Filed 2026-10-13
GC Wealth Management RIA, LLC
DECREASED
Shares2,846 from 3,019
Change-173 (-6%)
Value$599.2K (+$25.0K)
Filed 2026-11-02
Thayer Partners, LLC / MA
DECREASED
Shares2,839 from 3,101
Change-262 (-8%)
Value$597.6K (+$7.7K)
Filed 2026-11-06
Beverly Hills Private Wealth, LLC
INCREASED
Shares2,839 from 2,821
Change+18 (+1%)
Value$597.7K (+$61.2K)
Filed 2026-11-04
Meridian Investment Counsel Inc.
INCREASED
Shares2,834 from 2,734
Change+100 (+4%)
Value$596.6K (+$76.7K)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares2,789 from 1,540
Change+1,249 (+81%)
Value$587.2K (+$294.3K)
Filed 2026-10-22
Capital CS Group, LLC
NEW
Shares2,773
Change+2,773
Value$583.8K
Filed 2026-10-29
Brandywine OAK Private Wealth LLC
DECREASED
Shares2,760 from 2,785
Change-25 (-1%)
Value$581.2K (+$51.4K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares2,688 from 1,339
Change+1,349 (+101%)
Value$556.9K (+$302.1K)
Filed 2026-11-03
Nations Financial Group Inc,
DECREASED
Shares2,680 from 2,749
Change-69 (-3%)
Value$564.2K (+$41.4K)
Filed 2026-11-05
Wealth Management Partners, LLC
UNCHANGED
Shares2,672 from 2,672
Change0 (0%)
Value$562.6K (+$54.4K)
Filed 2026-10-21
Accredited Investors Inc.
INCREASED
Shares2,660 from 2,426
Change+234 (+10%)
Value$560.0K (+$98.6K)
Filed 2026-11-03
Joseph P. Lucia & Associates, LLC
DECREASED
Shares2,650 from 2,670
Change-20 (-1%)
Value$557.9K (+$50.1K)
Filed 2026-10-30
Marotta Asset Management
DECREASED
Shares2,628 from 2,649
Change-21 (-1%)
Value$553.3K (+$49.6K)
Filed 2026-10-02
Valley National Advisers Inc
UNCHANGED
Shares2,621 from 2,621
Change0 (0%)
Value$551.7K (+$53.3K)
Filed 2026-10-23
Sowell Financial Services LLC
DECREASED
Shares2,620 from 2,639
Change-19 (-1%)
Value$551.6K (+$49.7K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares2,618 from 2,994
Change-376 (-13%)
Value$551.2K (-$18.3K)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
DECREASED
Shares2,611 from 3,058
Change-447 (-15%)
Value$549.7K (-$31.9K)
Filed 2026-10-13
Montag A & Associates Inc
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$547.4K (+$52.9K)
Filed 2026-10-29
Investmark Advisory Group LLC
DECREASED
Shares2,596 from 2,597
Change-1 (0%)
Value$546.7K (+$52.8K)
Filed 2026-10-27
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares2,572 from 2,572
Change0 (0%)
Value$541.5K (+$52.3K)
Filed 2026-11-05
HCR Wealth Advisors
DECREASED
Shares2,567 from 2,712
Change-145 (-5%)
Value$540.6K (+$24.7K)
Filed 2026-10-15
PFG Advisors
DECREASED
Shares2,564 from 2,617
Change-53 (-2%)
Value$539.9K (+$42.1K)
Filed 2026-10-16
Triumph Capital Management
INCREASED
Shares2,548 from 2,532
Change+16 (+1%)
Value$536.4K (+$54.8K)
Filed 2026-10-14
Courier Capital LLC
UNCHANGED
Shares2,517 from 2,517
Change0 (0%)
Value$529.9K (+$51.2K)
Filed 2026-10-19
Heritage Investment Group, Inc.
DECREASED
Shares2,497 from 2,675
Change-178 (-7%)
Value$525.7K (+$16.9K)
Filed 2026-11-03
Carbahal Olsen Financial Services Group, LLC
DECREASED
Shares2,453 from 2,989
Change-536 (-18%)
Value$516.4K (-$52.2K)
Filed 2026-11-05
Brighton Jones LLC
DECREASED
Shares2,441 from 2,491
Change-50 (-2%)
Value$513.9K (+$40.1K)
Filed 2026-11-03
Citizens Financial Group Inc
UNCHANGED
Shares2,412 from 2,412
Change0 (0%)
Value$507.8K (+$49.1K)
Filed 2026-10-23
Connecticut Wealth Management, LLC
UNCHANGED
Shares2,405 from 2,405
Change0 (0%)
Value$506.3K (+$48.9K)
Filed 2026-10-13
Spire Wealth Management
DECREASED
Shares2,394 from 2,875
Change-481 (-17%)
Value$504.0K (-$42.7K)
Filed 2026-10-30
Warner Financial, Inc
UNCHANGED
Shares2,379 from 2,379
Change0 (0%)
Value$500.8K (+$48.4K)
Filed 2026-11-06
Carter Financial Group, Inc.
DECREASED
Shares2,370 from 2,423
Change-53 (-2%)
Value$498.9K (+$38.1K)
Filed 2026-10-21
Ashton Thomas Securities, LLC
NEW
Shares2,366
Change+2,366
Value$549.9K
Filed 2026-10-26
Valmark Advisers, Inc.
UNCHANGED
Shares2,360 from 2,360
Change0 (0%)
Value$496.9K (+$48.0K)
Filed 2026-11-06
Gerald Baker Financial Group LLC
DECREASED
Shares2,346 from 2,355
Change-9 (0%)
Value$493.8K (+$45.8K)
Filed 2026-10-09
Jacobi Capital Management LLC
UNCHANGED
Shares2,321 from 2,321
Change0 (0%)
Value$488.6K (+$47.2K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
INCREASED
Shares2,286 from 2,271
Change+15 (+1%)
Value$481.3K (+$49.4K)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares2,277 from 1,874
Change+403 (+22%)
Value$479.4K (+$123.0K)
Filed 2026-10-08
Interchange Capital Partners, LLC
UNCHANGED
Shares2,256 from 2,256
Change0 (0%)
Value$475.0K (+$45.9K)
Filed 2026-10-28
Merrion Investment Management Co, LLC
INCREASED
Shares2,250 from 2,000
Change+250 (+13%)
Value$473.7K (+$93.3K)
Filed 2026-10-16
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares2,249 from 2,249
Change0 (0%)
Value$473.5K (+$45.7K)
Filed 2026-10-13
Everett Harris & Co
UNCHANGED
Shares2,235 from 2,235
Change0 (0%)
Value$470.5K (+$45.5K)
Filed 2026-10-28
Neumann Capital Management, LLC
UNCHANGED
Shares2,226 from 2,226
Change0 (0%)
Value$468.6K (+$45.3K)
Filed 2026-10-15
Imc-Chicago, LLC
NEW
Shares2,224
Change+2,224
Value$468.2K
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares2,211
Change+2,211
Value$465.6K
Filed 2026-10-28
Bigelow Investment Advisors, LLC
DECREASED
Shares2,188 from 2,292
Change-104 (-5%)
Value$460.6K (+$24.7K)
Filed 2026-10-13
Investment Partners, Ltd.
INCREASED
Shares2,180 from 1,090
Change+1,090 (+100%)
Value$459.0K (+$251.6K)
Filed 2026-10-29
Cookson Peirce & Co Inc
INCREASED
Shares2,127 from 2,066
Change+61 (+3%)
Value$447.8K (+$54.9K)
Filed 2026-10-30
Salem Investment Counselors Inc
UNCHANGED
Shares2,126 from 2,126
Change0 (0%)
Value$447.6K (+$43.2K)
Filed 2026-10-13
Beese Fulmer Investment Management, Inc.
INCREASED
Shares2,125 from 1,952
Change+173 (+9%)
Value$447.4K (+$76.1K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares2,122 from 2,074
Change+48 (+2%)
Value$446.8K (+$52.3K)
Filed 2026-11-04
Hanson & Doremus Investment Management
UNCHANGED
Shares2,087 from 2,087
Change0 (0%)
Value$439 (-$396.6K)
Filed 2026-10-16
Global Assets Advisory, LLC
INCREASED
Shares2,082 from 2,020
Change+62 (+3%)
Value$431.5K (+$47.8K)
Filed 2026-10-28
Chapin Davis, Inc.
UNCHANGED
Shares2,077 from 2,077
Change0 (0%)
Value$437.3K (+$42.2K)
Filed 2026-10-09
Procyon Advisors, LLC
DECREASED
Shares2,060 from 2,210
Change-150 (-7%)
Value$433.7K (+$13.4K)
Filed 2026-10-21
Welch & Forbes LLC
UNCHANGED
Shares2,057 from 2,057
Change0 (0%)
Value$433.1K (+$41.8K)
Filed 2026-11-04
CX Institutional
DECREASED
Shares2,046 from 2,080
Change-34 (-2%)
Value$431 (+$35)
Filed 2026-10-02
NorthCrest Asset Manangement, LLC
INCREASED
Shares2,034 from 2,018
Change+16 (+1%)
Value$407.8K (+$9.6K)
Filed 2026-10-13
Ritholtz Wealth Management
NEW
Shares2,031
Change+2,031
Value$427.5K
Filed 2026-11-05
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares2,031 from 2,031
Change0 (0%)
Value$410.2K (+$9.4K)
Filed 2026-10-28
HUB Investment Partners, LLC
UNCHANGED
Shares2,030 from 2,030
Change0 (0%)
Value$427.4K (+$41.3K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares2,029 from 2,074
Change-45 (-2%)
Value$417.9K (+$23.6K)
Filed 2026-11-02
Brick & Kyle, Associates
UNCHANGED
Shares2,029 from 2,029
Change0 (0%)
Value$427.1K (+$84.6K)
Filed 2026-11-05
10Elms LLP
UNCHANGED
Shares2,025 from 2,025
Change0 (0%)
Value$426.3K (+$41.2K)
Filed 2026-11-06
Axxcess Wealth Management, LLC
NEW
Shares2,013
Change+2,013
Value$423.8K
Filed 2026-10-21
Ulrich Consultants & Investment Group, LLC
NEW
Shares2,010
Change+2,010
Value$423.1K
Filed 2026-10-13
Altfest L J & Co Inc
DECREASED
Shares2,005 from 2,051
Change-46 (-2%)
Value$422.0K (+$32.0K)
Filed 2026-10-27
Compound Planning, Inc.
INCREASED
Shares2,002 from 1,986
Change+16 (+1%)
Value$421.5K (+$43.8K)
Filed 2026-11-05
Werba Rubin Papier Wealth Management
UNCHANGED
Shares1,986 from 1,986
Change0 (0%)
Value$418.2K (+$40.4K)
Filed 2026-11-06
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares1,978 from 1,978
Change0 (0%)
Value$416.4K (+$40.2K)
Filed 2026-11-03
Dale Q Rice Investment Management Ltd
DECREASED
Shares1,975 from 2,003
Change-28 (-1%)
Value$415.8K (+$34.9K)
Filed 2026-10-09
Elm3 Financial Group, LLC
INCREASED
Shares1,949 from 1,330
Change+619 (+47%)
Value$410.3K (+$157.4K)
Filed 2026-10-07
Parcion Private Wealth LLC
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$408.4K (+$39.5K)
Filed 2026-10-28
RFG Advisory, LLC
INCREASED
Shares1,911 from 1,837
Change+74 (+4%)
Value$402.3K (+$52.9K)
Filed 2026-11-03
Castle Rock Wealth Management, LLC
INCREASED
Shares1,910 from 1,430
Change+480 (+34%)
Value$387.9K (+$116.1K)
Filed 2026-10-09
Mascagni Wealth Management, Inc.
INCREASED
Shares1,905 from 1,807
Change+98 (+5%)
Value$401.0K (+$57.4K)
Filed 2026-10-23
Sculati Wealth Management, LLC
UNCHANGED
Shares1,895 from 1,895
Change0 (0%)
Value$387.1K (+$27.5K)
Filed 2026-10-19
Perigon Wealth Management, LLC
DECREASED
Shares1,893 from 1,904
Change-11 (-1%)
Value$398.6K (+$36.4K)
Filed 2026-10-22
B.A. Schrock Wealth Management, Inc.
NEW
Shares1,887
Change+1,887
Value$388.7K
Filed 2026-10-15
Regent Peak Wealth Advisors LLC
UNCHANGED
Shares1,887 from 1,887
Change0 (0%)
Value$397.3K (+$38.4K)
Filed 2026-10-13
Northstar Asset Management Co
UNCHANGED
Shares1,875 from 1,875
Change0 (0%)
Value$396.7K (+$43.9K)
Filed 2026-10-22
Bond & Devick Financial Network, Inc.
INCREASED
Shares1,859 from 1,604
Change+255 (+16%)
Value$391.4K (+$86.3K)
Filed 2026-10-23
Valeo Financial Advisors, LLC
INCREASED
Shares1,818 from 1,646
Change+172 (+10%)
Value$382.8K (+$69.9K)
Filed 2026-10-08
First Merchants Corp
UNCHANGED
Shares1,810 from 1,810
Change0 (0%)
Value$381.1K (+$36.8K)
Filed 2026-10-15
Grant Private Wealth Management Inc
DECREASED
Shares1,808 from 2,481
Change-673 (-27%)
Value$380.6K (-$91.2K)
Filed 2026-10-19
Fairvoy Private Wealth, LLC
DECREASED
Shares1,774 from 4,226
Change-2,452 (-58%)
Value$373.5K (-$430.3K)
Filed 2026-10-19
Green Ridge Wealth Planning LLC
UNCHANGED
Shares1,750 from 1,750
Change0 (0%)
Value$368.4K (+$35.6K)
Filed 2026-10-08
SeaBridge Investment Advisors LLC
DECREASED
Shares1,736 from 1,742
Change-6 (0%)
Value$365.5K (+$34.2K)
Filed 2026-11-02
Retirement Planning Co of New England, Inc.
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$362.2K (+$35.0K)
Filed 2026-10-15
Parsons Capital Management Inc
INCREASED
Shares1,717 from 1,115
Change+602 (+54%)
Value$361.5K (+$149.4K)
Filed 2026-10-28
Creative Financial Designs Inc
UNCHANGED
Shares1,711 from 1,711
Change0 (0%)
Value$360.2K (+$34.8K)
Filed 2026-11-04
John G Ullman & Associates Inc
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$357.9K (+$34.6K)
Filed 2026-11-04
Spinnaker Investment Group, LLC
UNCHANGED
Shares1,695 from 1,695
Change0 (0%)
Value$356.8K (+$34.5K)
Filed 2026-10-13
Byrne Asset Management LLC
UNCHANGED
Shares1,674 from 1,674
Change0 (0%)
Value$344.8K (+$26.4K)
Filed 2026-10-06
TD Waterhouse Canada Inc.
DECREASED
Shares1,658 from 1,668
Change-10 (-1%)
Value$341.6K (+$25.0K)
Filed 2026-10-16
Quartz Partners, LLC
NEW
Shares1,641
Change+1,641
Value$345.5K
Filed 2026-11-03
First Nebraska Trust Co
UNCHANGED
Shares1,634 from 1,634
Change0 (0%)
Value$344.0K (+$33.2K)
Filed 2026-10-30
Millennium Capital Advisors, LLC
DECREASED
Shares1,629 from 1,633
Change-4 (0%)
Value$343.0K (+$32.4K)
Filed 2026-10-16
Griffin Asset Management, Inc.
NEW
Shares1,591
Change+1,591
Value$335.0K
Filed 2026-10-22
UMB Bank, n.a.
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$333.7K (+$32.2K)
Filed 2026-11-06
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$331.8K (+$32.1K)
Filed 2026-10-15
City Holding Co
INCREASED
Shares1,570 from 1,507
Change+63 (+4%)
Value$330.5K (+$43.9K)
Filed 2026-10-19
Sovran Advisors, LLC
INCREASED
Shares1,565 from 1,490
Change+75 (+5%)
Value$341.0K (+$57.1K)
Filed 2026-11-02
Bank of New Hampshire
DECREASED
Shares1,542 from 1,767
Change-225 (-13%)
Value$324.6K (-$11.4K)
Filed 2026-10-06
Juno Financial Group LLC
UNCHANGED
Shares1,537 from 1,537
Change0 (0%)
Value$323.6K (+$31.3K)
Filed 2026-10-27
Oxler Private Wealth LLC
DECREASED
Shares1,536 from 1,597
Change-61 (-4%)
Value$323.4K (+$19.7K)
Filed 2026-10-21
HBW Advisory Services LLC
DECREASED
Shares1,530 from 1,536
Change-6 (0%)
Value$322.1K (+$30.0K)
Filed 2026-10-15
Integrated Advisors Network LLC
INCREASED
Shares1,525 from 1,180
Change+345 (+29%)
Value$321.0K (+$96.7K)
Filed 2026-10-20
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares1,518 from 1,518
Change0 (0%)
Value$319.6K (+$30.9K)
Filed 2026-10-26
Wesbanco Bank Inc
DECREASED
Shares1,500 from 3,000
Change-1,500 (-50%)
Value$315.8K (-$254.8K)
Filed 2026-11-04
Vision Capital Management, Inc.
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$315.8K (+$30.5K)
Filed 2026-10-20
Level Four Advisory Services, LLC
INCREASED
Shares1,498 from 1,335
Change+163 (+12%)
Value$315.4K (+$61.5K)
Filed 2026-11-06
Platform Technology Partners
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$314.2K (+$30.4K)
Filed 2026-11-02
Fulcrum Equity Management
NEW
Shares1,488
Change+1,488
Value$313.3K
Filed 2026-10-21
Community Bank, N.A.
UNCHANGED
Shares1,483 from 1,483
Change0 (0%)
Value$312.2K (+$30.2K)
Filed 2026-11-06
HBK Sorce Advisory LLC
DECREASED
Shares1,474 from 1,489
Change-15 (-1%)
Value$309.6K (+$23.9K)
Filed 2026-11-06
Objective Capital Management, LLC
UNCHANGED
Shares1,467 from 1,467
Change0 (0%)
Value$308.8K (+$29.8K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED
Shares1,436 from 1,399
Change+37 (+3%)
Value$302.3K (+$36.2K)
Filed 2026-10-19
Ignite Planners, LLC
DECREASED
Shares1,420 from 1,644
Change-224 (-14%)
Value$299.0K (-$13.7K)
Filed 2026-10-14
Clearwater Capital Advisors, LLC
DECREASED
Shares1,384 from 2,314
Change-930 (-40%)
Value$291.4K (-$148.7K)
Filed 2026-11-06
Daymark Wealth Partners, LLC
UNCHANGED
Shares1,376 from 1,376
Change0 (0%)
Value$289.7K (+$28.0K)
Filed 2026-11-04
Marathon Capital Management
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$289.5K (+$28.0K)
Filed 2026-10-23
Caldwell Trust Co
UNCHANGED
Shares1,368 from 1,368
Change0 (0%)
Value$288.0K (+$27.8K)
Filed 2026-10-30
Kaydan Wealth Management, Inc.
INCREASED
Shares1,363 from 1,312
Change+51 (+4%)
Value$287.0K (+$37.4K)
Filed 2026-10-08
High Net Worth Advisory Group LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$284.2K (+$27.5K)
Filed 2026-10-26
Worth Financial Advisory Group, LLC
UNCHANGED
Shares1,347 from 1,347
Change0 (0%)
Value$283.6K (+$27.4K)
Filed 2026-10-19
Florida Trust Wealth Management Co
UNCHANGED
Shares1,344 from 1,344
Change0 (0%)
Value$283.0K (+$27.3K)
Filed 2026-11-05
First National Trust Co
NEW
Shares1,333
Change+1,333
Value$280.6K
Filed 2026-10-28
Mechanics Bank Trust Department
DECREASED
Shares1,325 from 1,350
Change-25 (-2%)
Value$279.0K (+$22.2K)
Filed 2026-10-13
TD Private Client Wealth LLC
DECREASED
Shares1,316 from 12,383
Change-11,067 (-89%)
Value$277.1K (-$2.1M)
Filed 2026-10-28
Matisse Capital
UNCHANGED
Shares1,311 from 1,311
Change0 (0%)
Value$276.0K (+$26.7K)
Filed 2026-10-29
Ellsworth Advisors, LLC
INCREASED
Shares1,287 from 1,276
Change+11 (+1%)
Value$271.0K (+$28.6K)
Filed 2026-10-15
Register Financial Advisors LLC
UNCHANGED
Shares1,268 from 1,268
Change0 (0%)
Value$267.0K (+$25.8K)
Filed 2026-10-23
North Star Investment Management Corp.
UNCHANGED
Shares1,263 from 1,263
Change0 (0%)
Value$265.9K (+$25.7K)
Filed 2026-10-27
RDA Financial Network
DECREASED
Shares1,245 from 1,268
Change-23 (-2%)
Value$262.1K (+$21.0K)
Filed 2026-10-15
1834 Investment Advisors Co
NEW
Shares1,237
Change+1,237
Value$260.4K
Filed 2026-10-16
Keudell ison Wealth Management
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$260.0K (+$25.1K)
Filed 2026-10-16
Samalin Investment Counsel, LLC
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$259.3K (+$25.1K)
Filed 2026-10-23
Rockport Wealth LLC
INCREASED
Shares1,227 from 1,137
Change+90 (+8%)
Value$258.3K (+$42.1K)
Filed 2026-11-03
Winter & Associates, Inc.
NEW
Shares1,220
Change+1,220
Value$256.8K
Filed 2026-10-23
First Horizon Corp
UNCHANGED
Shares1,217 from 1,217
Change0 (0%)
Value$256.2K (+$24.8K)
Filed 2026-10-26
LightSquare Wealth Management, LLC
DECREASED
Shares1,216 from 1,217
Change-1 (0%)
Value$256.1K (+$24.6K)
Filed 2026-11-03
TCP Asset Management, LLC
UNCHANGED
Shares1,214 from 1,214
Change0 (0%)
Value$249.3K (+$18.3K)
Filed 2026-10-14
Cornerstone Wealth Group, LLC
UNCHANGED
Shares1,213 from 1,213
Change0 (0%)
Value$255.4K (+$24.7K)
Filed 2026-11-02
Sterling Investment Counsel, LLC
UNCHANGED
Shares1,211 from 1,211
Change0 (0%)
Value$255.0K (+$24.6K)
Filed 2026-10-19
Edge Wealth Management LLC
DECREASED
Shares1,201 from 1,227
Change-26 (-2%)
Value$253.8K (+$20.4K)
Filed 2026-10-13
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$252.6K (+$24.4K)
Filed 2026-11-03
Selective Wealth Management, Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$248.9K (+$21.2K)
Filed 2026-10-16
Union Savings Bank
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$252.6K (+$24.4K)
Filed 2026-10-14
Next Level Private LLC
UNCHANGED
Shares1,193 from 1,193
Change0 (0%)
Value$251.2K (+$24.3K)
Filed 2026-10-20
Embree Financial Group
UNCHANGED
Shares1,187 from 1,187
Change0 (0%)
Value$249.8K (+$24.1K)
Filed 2026-10-22
Total Investment Management Inc
UNCHANGED
Shares1,178 from 1,178
Change0 (0%)
Value$248.0K (+$28.4K)
Filed 2026-10-22
South Shore Capital Advisors
DECREASED
Shares1,176 from 1,375
Change-199 (-14%)
Value$247.6K (-$13.9K)
Filed 2026-10-20
EPG Wealth Management LLC
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$247.3K (+$23.9K)
Filed 2026-11-03
Greenleaf Trust
INCREASED
Shares1,163 from 1,124
Change+39 (+3%)
Value$244.8K (+$31.1K)
Filed 2026-10-29
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares1,163 from 1,163
Change0 (0%)
Value$244.9K (+$23.7K)
Filed 2026-10-29
ASL Financial, LLC
DECREASED
Shares1,140 from 1,175
Change-35 (-3%)
Value$240.0K (+$16.5K)
Filed 2026-10-15
Atlas Private Wealth Advisors
UNCHANGED
Shares1,140 from 1,140
Change0 (0%)
Value$240.0K (+$23.2K)
Filed 2026-10-23
E&G Advisors, LLC
NEW
Shares1,136
Change+1,136
Value$239.2K
Filed 2026-10-13
Orca Wealth Management, LLC
DECREASED
Shares1,131 from 1,143
Change-12 (-1%)
Value$238.0K (+$20.7K)
Filed 2026-10-14
Keystone Wealth Services, LLC
DECREASED
Shares1,127 from 1,128
Change-1 (0%)
Value$237.8K (+$23.4K)
Filed 2026-11-03
Gilman Hill Asset Management, LLC
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$236.8K (+$22.9K)
Filed 2026-10-13
Harbour Trust & Investment Management Co
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$236.8K (+$22.9K)
Filed 2026-10-28
Tritonpoint Wealth, LLC
DECREASED
Shares1,123 from 1,446
Change-323 (-22%)
Value$236.4K (-$38.7K)
Filed 2026-10-19
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares1,120 from 1,140
Change-20 (-2%)
Value$235.7K (+$18.9K)
Filed 2026-10-19
Prism Advisors, Inc.
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$223.5K (+$11.5K)
Filed 2026-10-09
Seed Wealth Management, Inc.
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$234.7K (+$22.7K)
Filed 2026-10-20
Lee Financial Co
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$233.7K (+$22.6K)
Filed 2026-10-16
Whitener Capital Management, Inc.
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$233.7K (+$22.6K)
Filed 2026-10-15
Essex LLC
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$232.8K (+$22.5K)
Filed 2026-10-14
Bangor Savings Bank
UNCHANGED
Shares1,099 from 1,099
Change0 (0%)
Value$231.4K (+$22.4K)
Filed 2026-10-06
Signature Estate & Investment Advisors LLC
NEW
Shares1,094
Change+1,094
Value$230.3K
Filed 2026-10-13
Whalen Wealth Management Inc.
NEW
Shares1,090
Change+1,090
Value$229.5K
Filed 2026-10-08
Private Trust Co NA
INCREASED
Shares1,075 from 558
Change+517 (+93%)
Value$226.3K (+$120.2K)
Filed 2026-10-20
Venture Visionary Partners LLC
UNCHANGED
Shares1,073 from 1,073
Change0 (0%)
Value$225.9K (+$21.8K)
Filed 2026-10-07
J. Safra Sarasin Holding AG
NEW
Shares1,072
Change+1,072
Value$225.7K
Filed 2026-10-26
Black Diamond Financial, LLC
NEW
Shares1,055
Change+1,055
Value$222.1K
Filed 2026-10-26
Pittenger & Anderson Inc
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$221.1K (+$21.4K)
Filed 2026-11-02
Pictet North America Advisors SA
NEW
Shares1,047
Change+1,047
Value$220.4K
Filed 2026-10-21
PW Nova Financial Services LLC
DECREASED
Shares1,045 from 1,428
Change-383 (-27%)
Value$220.0K (-$51.6K)
Filed 2026-10-15
Bokf, NA
DECREASED
Shares1,042 from 1,087
Change-45 (-4%)
Value$219.4K (+$12.6K)
Filed 2026-10-27
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares1,042 from 1,037
Change+5 (+0%)
Value$219.4K (+$22.1K)
Filed 2026-10-20
Blue Trust, Inc.
INCREASED
Shares1,037 from 981
Change+56 (+6%)
Value$218.3K (+$31.7K)
Filed 2026-10-15
Financial Partners Group, Inc
NEW
Shares1,024
Change+1,024
Value$215.5K
Filed 2026-10-19
Hudock, Inc.
NEW
Shares1,015
Change+1,015
Value$213.7K
Filed 2026-10-14
Annex Advisory Services, LLC
NEW
Shares1,013
Change+1,013
Value$213.3K
Filed 2026-10-16
Journey Advisory Group, LLC
DECREASED
Shares1,010 from 1,062
Change-52 (-5%)
Value$212.6K (+$10.7K)
Filed 2026-11-04
Washington Trust Co
NEW
Shares1,000
Change+1,000
Value$210.5K
Filed 2026-10-22
NavPoint Financial, Inc.
NEW
Shares1,000
Change+1,000
Value$210.5K
Filed 2026-10-21
Relyea Zuckerberg Hanson LLC
NEW
Shares1,000
Change+1,000
Value$210.6K
Filed 2026-10-20
Lake Street Private Wealth, LLC
NEW
Shares996
Change+996
Value$209.8K
Filed 2026-10-22
Baldwin Wealth Partners LLC
DECREASED
Shares994 from 1,057
Change-63 (-6%)
Value$209.3K (+$8.2K)
Filed 2026-10-13
Hapanowicz & Associates Financial Services, Inc
NEW
Shares992
Change+992
Value$208.8K
Filed 2026-10-29
SevenBridge Financial Group, LLC
DECREASED
Shares992 from 1,417
Change-425 (-30%)
Value$208.8K (-$71.3K)
Filed 2026-10-26
NWF Advisory Services Inc.
NEW
Shares989
Change+989
Value$208.2K
Filed 2026-10-19
Sonata Capital Group Inc
NEW
Shares975
Change+975
Value$205.3K
Filed 2026-10-19
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$205.3K (+$19.8K)
Filed 2026-10-13
Willow Creek Wealth Management Inc.
NEW
Shares970
Change+970
Value$204.3K
Filed 2026-10-26
Quaker Wealth Management, LLC
UNCHANGED
Shares970 from 970
Change0 (0%)
Value$204.3K (+$19.7K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares955 from 1,853
Change-898 (-48%)
Value$201.1K (-$151.4K)
Filed 2026-10-28
Cdkv Holdings LLC
UNCHANGED
Shares918 from 918
Change0 (0%)
Value$193.3K (+$18.7K)
Filed 2026-10-28
Golden State Wealth Management, LLC
INCREASED
Shares906 from 706
Change+200 (+28%)
Value$190.7K (+$56.5K)
Filed 2026-11-02
Sava Infond d.o.o.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$168.4K (+$16.3K)
Filed 2026-10-28
Activest Wealth Management
UNCHANGED
Shares708 from 708
Change0 (0%)
Value$149.0K (+$14.4K)
Filed 2026-10-15
Rossby Financial, LCC
INCREASED
Shares698 from 97
Change+601 (+620%)
Value$147.0K (+$128.5K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares691 from 576
Change+115 (+20%)
Value$145.5K (+$35.9K)
Filed 2026-10-23
Finley Financial, LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$139.0K (+$10.6K)
Filed 2026-10-28
Gamma Investing LLC
UNCHANGED
Shares667 from 667
Change0 (0%)
Value$140.5K (+$13.6K)
Filed 2026-10-08
Mainstream Capital Management LLC
DECREASED
Shares665 from 1,076
Change-411 (-38%)
Value$140.0K (-$64.6K)
Filed 2026-10-23
Financial Perspectives, Inc
DECREASED
Shares656 from 700
Change-44 (-6%)
Value$138.1K (+$4.9K)
Filed 2026-11-03
Adkins Seale Capital Management LLC
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$137.9K (+$13.3K)
Filed 2026-10-27
FNY Investment Advisers, LLC
DECREASED
Shares654 from 1,791
Change-1,137 (-63%)
Value$137 (-$203)
Filed 2026-10-16
Winch Advisory Services, LLC
UNCHANGED
Shares653 from 653
Change0 (0%)
Value$137.5K (+$13.3K)
Filed 2026-11-06
Cape Investment Advisory, Inc.
DECREASED
Shares645 from 654
Change-9 (-1%)
Value$135.8K (+$11.4K)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares644 from 431
Change+213 (+49%)
Value$135.6K (+$53.6K)
Filed 2026-11-06
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$132.2K (+$12.8K)
Filed 2026-10-23
Pacific Center for Financial Services
UNCHANGED
Shares623 from 623
Change0 (0%)
Value$131.2K (+$12.7K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$128.0K (+$12.0K)
Filed 2026-11-04
Rossmore Private Capital
UNCHANGED
Shares599 from 599
Change0 (0%)
Value$126.1K (+$12.2K)
Filed 2026-10-27
Alpine Bank Wealth Management
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$123.2K (+$11.9K)
Filed 2026-10-16
Barrett & Company, Inc.
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$119.2K (+$11.5K)
Filed 2026-10-22
First Bancorp, Inc
UNCHANGED
Shares539 from 539
Change0 (0%)
Value$113.5K (+$11.0K)
Filed 2026-10-26
Compass Financial Management LLC
INCREASED
Shares521 from 296
Change+225 (+76%)
Value$109.7K (+$53.4K)
Filed 2026-10-30
Mather Group, Llc.
INCREASED
Shares511 from 423
Change+88 (+21%)
Value$107.6K (+$27.1K)
Filed 2026-10-14
Quintet Private Bank (Europe) S.A.
DECREASED
Shares500 from 600
Change-100 (-17%)
Value$105.3K (-$8.8K)
Filed 2026-10-08
Plante Moran Financial Advisors, LLC
DECREASED
Shares492 from 591
Change-99 (-17%)
Value$103.6K (-$8.8K)
Filed 2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$101.9K (+$9.8K)
Filed 2026-10-05
Madden Securities Corp
NEW
Shares476
Change+476
Value$100.2K
Filed 2026-10-27
Asset Dedication, LLC
DECREASED
Shares475 from 490
Change-15 (-3%)
Value$100.0K (+$6.8K)
Filed 2026-11-03
Rakuten Securities, Inc.
INCREASED
Shares450 from 250
Change+200 (+80%)
Value$94.7K (+$47.2K)
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares447
Change+447
Value$94.1K
Filed 2026-10-09
Bayban
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$82.2K ($0)
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares421
Change+421
Value$88.6K
Filed 2026-10-27
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$85.5K (+$8.3K)
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares400
Change+400
Value$84.2K
Filed 2026-10-27
Axiom Investment Management LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$84.2K (+$8.1K)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares379 from 379
Change0 (0%)
Value$79.8K (+$7.7K)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
INCREASED
Shares362 from 221
Change+141 (+64%)
Value$76.2K (+$34.2K)
Filed 2026-11-02
Wolff Wiese Magana LLC
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$67.8K (+$6.5K)
Filed 2026-10-15
Security National Bank
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$63.2K (+$6.1K)
Filed 2026-10-26
Trifecta Capital Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$63.2K (+$6.1K)
Filed 2026-10-21
Thompson Investment Management, Inc.
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$61.3K (+$5.9K)
Filed 2026-10-14
Hurley Capital, LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$61.1K (+$5.9K)
Filed 2026-11-05
Parkside Financial Bank & Trust
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$56.2K (+$5.4K)
Filed 2026-10-27
Hager Investment Management Services, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$54.7K (+$5.3K)
Filed 2026-11-04
High Note Wealth, LLC
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$54.1K (+$5.2K)
Filed 2026-10-27
Buck Wealth Strategies, LLC
DECREASED
Shares251 from 452
Change-201 (-44%)
Value$52.8K (-$33.1K)
Filed 2026-10-28
Trust Co of Toledo NA
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$52.6K (+$5.1K)
Filed 2026-10-16
Harbor Asset Planning, Inc.
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$52.2K (+$5.0K)
Filed 2026-10-23
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$51.6K (+$5.0K)
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$51.4K (+$5.0K)
Filed 2026-11-02
Angeles Wealth Management, LLC
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$49.9K (+$4.8K)
Filed 2026-10-26
Trust Co of Vermont
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$48.4K (+$4.7K)
Filed 2026-10-21
Global Trust Asset Management, LLC
NEW
Shares220
Change+220
Value$46.3K
Filed 2026-10-19
Transce3nd, LLC
NEW
Shares213
Change+213
Value$45.1K
Filed 2026-10-26
Armstrong Advisory Group, Inc
INCREASED
Shares209 from 187
Change+22 (+12%)
Value$44.0K (+$8.4K)
Filed 2026-10-09
Y.D. More Investments Ltd
DECREASED
Shares206 from 385
Change-179 (-46%)
Value$43.4K (-$29.9K)
Filed 2026-11-02
Highline Wealth Partners LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$43.2K (+$4.2K)
Filed 2026-10-19
Dynamic Wealth Strategies, LLC
DECREASED
Shares200 from 422
Change-222 (-53%)
Value$42.1K (-$38.2K)
Filed 2026-10-16
Vermillion Wealth Management, Inc.
DECREASED
Shares199 from 426
Change-227 (-53%)
Value$41.9K (-$39.1K)
Filed 2026-10-26
Strengthening Families & Communities, LLC
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$40.6K (+$3.9K)
Filed 2026-10-21
Mascoma Wealth Management LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$39.4K (+$3.8K)
Filed 2026-10-23
Tsfg, LLC
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$38 (+$3)
Filed 2026-10-23
Advanced Asset Management Advisors Inc
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$37.9K (+$3.7K)
Filed 2026-10-20
Cordgrass Capital Advisors, LLC
DECREASED
Shares170 from 189
Change-19 (-10%)
Value$35.8K (-$156)
Filed 2026-10-30
Flagship Wealth Advisors, LLC
INCREASED
Shares168 from 30
Change+138 (+460%)
Value$35.4K (+$29.7K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares167
Change+167
Value$35.2K
Filed 2026-10-30
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares165 from 145
Change+20 (+14%)
Value$34.8K (+$7.2K)
Filed 2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$34.1K (+$3.3K)
Filed 2026-10-05
Addison Advisors LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$31.6K (+$3.1K)
Filed 2026-11-06
Bell Investment Advisors, Inc
NEW
Shares138
Change+138
Value$29.1K
Filed 2026-10-29
Main Street Group, LTD
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$27.4K (+$2.6K)
Filed 2026-10-28
Ascentis Wealth Management, LLC
INCREASED
Shares123 from 106
Change+17 (+16%)
Value$25.9K (+$5.7K)
Filed 2026-11-03
WPG Advisers, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$24.6K (+$2.4K)
Filed 2026-10-27
SJS Investment Consulting Inc.
NEW
Shares115
Change+115
Value$24.2K
Filed 2026-10-26
West Branch Capital LLC
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$24.0K (+$2.3K)
Filed 2026-10-20
Friedenthal Financial
NEW
Shares110
Change+110
Value$23.2K
Filed 2026-10-27
Southern Michigan Bank & Trust
INCREASED
Shares110 from 100
Change+10 (+10%)
Value$23.2K (+$4.1K)
Filed 2026-10-19
Beacon Financial Strategies Corp
NEW
Shares106
Change+106
Value$22.3K
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares106
Change+106
Value$22.4K
Filed 2026-11-03
Pathway Financial Advisers, LLC
NEW
Shares102
Change+102
Value$21.5K
Filed 2026-10-27
Financial Freedom, LLC
NEW
Shares101
Change+101
Value$21.2K
Filed 2026-11-06
Berbice Capital Management LLC
NEW
Shares100
Change+100
Value$21.1K
Filed 2026-10-13
Jnba Financial Advisors
NEW
Shares100
Change+100
Value$21.1K
Filed 2026-11-03
Nfsg Corp
NEW
Shares88
Change+88
Value$18.5K
Filed 2026-10-15
Winthrop Capital Management, LLC
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$17.1K (+$17.1K)
Filed 2026-11-05
Princeton Global Asset Management LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$16.8K (+$1.6K)
Filed 2026-10-21
Morton Brown Family Wealth, LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$16.6K (+$1.6K)
Filed 2026-10-23
High Point Wealth Management, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$15.8K (+$1.5K)
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$15.8K (+$1.5K)
Filed 2026-10-19
Sage Mountain Advisors LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$15.8K (+$1.5K)
Filed 2026-11-02
Coston, McIsaac & Partners
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$15.6K (+$1.6K)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$15.2K (+$1.5K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares69 from 50
Change+19 (+38%)
Value$14.5K (+$5.0K)
Filed 2026-10-30
Creative Capital Management Investments LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$14.3K (+$1.4K)
Filed 2026-10-28
Kroeger Financial Partners
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$14.3K (+$1.4K)
Filed 2026-10-19
Horrell Capital Management, Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$13.7K (+$1.3K)
Filed 2026-10-08
Duncker Streett & Co Inc
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$13.3K (+$1.3K)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$13.3K (+$1.3K)
Filed 2026-10-26
Gables Capital Management Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$12.6K (+$1.2K)
Filed 2026-11-04
Lodestone Wealth Management LLC
DECREASED
Shares58 from 62
Change-4 (-6%)
Value$12.3K (+$489)
Filed 2026-10-14
Montgomery Financial Services LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$12.0K (+$1.2K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$11.6K (+$1.1K)
Filed 2026-10-07
Independence Bank of Kentucky
INCREASED
Shares54 from 45
Change+9 (+20%)
Value$11.4K (+$2.8K)
Filed 2026-10-26
Pioneer Family Office, LLC
DECREASED
Shares53 from 55
Change-2 (-4%)
Value$11.2K (+$667)
Filed 2026-10-30
Townsend Asset Management Corp
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$10.9K (+$1.1K)
Filed 2026-10-29
Deutsche Bank Ag\
DECREASED
Shares50 from 110
Change-60 (-55%)
Value$10.5K (-$10.4K)
Filed 2026-11-06
Evermay Wealth Management LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$10.5K (+$1.0K)
Filed 2026-11-05
Trust Co
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$10.5K (+$1.0K)
Filed 2026-10-09
MTM Investment Management, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$9.7K (+$940)
Filed 2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$9.5K (+$915)
Filed 2026-11-03
Powell Investment Advisors, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$8.4K (+$813)
Filed 2026-10-22
Concord Wealth Partners
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$8.2K (+$794)
Filed 2026-11-02
Nvest Wealth Strategies, Inc.
NEW
Shares35
Change+35
Value$7.4K
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$7.4K (+$712)
Filed 2026-10-23
Tradewinds Capital Management, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$7.4K (+$712)
Filed 2026-10-23
Polaris Financial Partners
NEW
Shares34
Change+34
Value$7
Filed 2026-10-02
Hilton Head Capital Partners, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$7.2K (+$692)
Filed 2026-10-23
IMG Wealth Management, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$6.9K (+$663)
Filed 2026-10-27
Eastern Bank
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$6.7K (+$651)
Filed 2026-10-05
Signature Resources Capital Management, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$6.7K (+$651)
Filed 2026-10-16
Avion Wealth
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$6 (+$1)
Filed 2026-11-04
Hughes Financial Services, LLC
NEW
Shares25
Change+25
Value$5.5K
Filed 2026-10-30
Center for Financial Planning, Inc.
NEW
Shares25
Change+25
Value$5.3K
Filed 2026-10-26
GoalVest Advisory LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.3K (+$508)
Filed 2026-10-02
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$5.1K (+$488)
Filed 2026-11-02
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$3.2K (+$305)
Filed 2026-10-30
Evolution Wealth Management Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.9K (+$284)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.1K (+$204)
Filed 2026-10-30
TFC Financial Management, Inc.
NEW
Shares8
Change+8
Value$1.7K
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.7K (+$162)
Filed 2026-10-27
Signature Equity Partners, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.5K (+$143)
Filed 2026-10-29
Edgemoor Investment Advisors, Inc.
NEW
Shares6
Change+6
Value$1.3K
Filed 2026-11-03
Abound Wealth Management
NEW
Shares5
Change+5
Value$1.1K
Filed 2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.1K (+$102)
Filed 2026-10-06
Root Financial Partners, LLC
NEW
Shares4
Change+4
Value$842
Filed 2026-10-21
Covestor Ltd
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1 ($0)
Filed 2026-10-30
Elevated Capital Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$842 (+$81)
Filed 2026-11-04
Mechanics Financial Corp
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$632 (+$61)
Filed 2026-11-05
Western Pacific Wealth Management, LP
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$637 (+$62)
Filed 2026-10-16
Clayton Financial Group LLC
NEW
Shares2
Change+2
Value$422
Filed 2026-10-13
Nemes Rush Group LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$422 (+$41)
Filed 2026-11-04
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 52,885
Change-52,885 (-100%)
Value$0 (-$10.1M)
Filed 2026-10-22
GFS Advisors, LLC
CLOSED
Shares0 from 52,175
Change-52,175 (-100%)
Value$0 (-$35.9K)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 30,280
Change-30,280 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-16
Littlejohn Financial Services, Inc.
CLOSED
Shares0 from 16,740
Change-16,740 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-06
Alpha Wealth Funds, LLC
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$948.2K)
Filed 2026-11-05
Nikulski Financial, Inc.
CLOSED
Shares0 from 4,915
Change-4,915 (-100%)
Value$0 (-$934.8K)
Filed 2026-11-06
MSH Capital Advisors LLC
CLOSED
Shares0 from 4,088
Change-4,088 (-100%)
Value$0 (-$777.5K)
Filed 2026-11-03
Icici Prudential Asset Management Co Ltd
CLOSED
Shares0 from 3,877
Change-3,877 (-100%)
Value$0 (-$737.4K)
Filed 2026-11-06
Vanguard Capital Wealth Advisors
CLOSED
Shares0 from 2,125
Change-2,125 (-100%)
Value$0 (-$404.2K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 2,015
Change-2,015 (-100%)
Value$0 (-$383.2K)
Filed 2026-10-08
Money Concepts Capital Corp
CLOSED
Shares0 from 1,735
Change-1,735 (-100%)
Value$0 (-$330.0K)
Filed 2026-11-06
XML Financial, LLC
CLOSED
Shares0 from 1,555
Change-1,555 (-100%)
Value$0 (-$295.8K)
Filed 2026-10-29
TritonPoint Partners, LLC
CLOSED
Shares0 from 1,446
Change-1,446 (-100%)
Value$0 (-$275.1K)
Filed 2026-11-05
Madrona Financial Services, LLC
CLOSED
Shares0 from 1,294
Change-1,294 (-100%)
Value$0 (-$246.1K)
Filed 2026-10-23
AdvisorNet Financial, Inc
CLOSED
Shares0 from 757
Change-757 (-100%)
Value$0 (-$143.9K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$114.1K)
Filed 2026-10-28
Solstein Capital, LLC
CLOSED
Shares0 from 330
Change-330 (-100%)
Value$0 (-$62.8K)
Filed 2026-11-02
Raleigh Capital Management Inc.
CLOSED
Shares0 from 257
Change-257 (-100%)
Value$0 (-$48.9K)
Filed 2026-10-28
Cornerstone Planning Group LLC
CLOSED
Shares0 from 225
Change-225 (-100%)
Value$0 (-$42.1K)
Filed 2026-10-16
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$35)
Filed 2026-11-06
Union Bancaire Privee, UBP SA
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$23.0K)
Filed 2026-11-04
Tucker Asset Management LLC
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$17.7K)
Filed 2026-10-29
Breakwater Investment Management
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$12.0K)
Filed 2026-10-20
Blueline Advisors LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-15
Stone House Investment Management, LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-23
LifeSteps Financial, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-15
Founders Capital Management
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-13
Gen-Wealth Partners Inc
UNCHANGED
Shares0 from 0
Change0
Value$51 (+$5)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 6,875,131
Change-6,875,131 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,320,977
Change-3,320,977 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2,217,939
Change-2,217,939 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,588,107
Change-1,588,107 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,176,177
Change-1,176,177 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,122,659
Change-1,122,659 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,050,594
Change-1,050,594 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,029,643
Change-1,029,643 (-100%)
Value—
Commerce Bank
N/A
Shares— from 909,315
Change-909,315 (-100%)
Value—
UBS Group AG
N/A
Shares— from 862,373
Change-862,373 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 749,649
Change-749,649 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 726,000
Change-726,000 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 653,390
Change-653,390 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 630,190
Change-630,190 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 234,310
Change-234,310 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 174,738
Change-174,738 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 146,356
Change-146,356 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 131,138
Change-131,138 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 126,258
Change-126,258 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 115,804
Change-115,804 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 102,330
Change-102,330 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 102,066
Change-102,066 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 101,838
Change-101,838 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 98,876
Change-98,876 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 96,038
Change-96,038 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 88,085
Change-88,085 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 86,701
Change-86,701 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 85,623
Change-85,623 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 68,971
Change-68,971 (-100%)
Value—
Bronte Capital Management Pty Ltd.
N/A
Shares— from 65,807
Change-65,807 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 63,694
Change-63,694 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 63,297
Change-63,297 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 62,184
Change-62,184 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 60,345
Change-60,345 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 54,803
Change-54,803 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 54,793
Change-54,793 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 53,145
Change-53,145 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 52,515
Change-52,515 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 51,974
Change-51,974 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 51,503
Change-51,503 (-100%)
Value—
Humankind Investments LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 49,951
Change-49,951 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 48,321
Change-48,321 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 47,278
Change-47,278 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 46,044
Change-46,044 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 46,004
Change-46,004 (-100%)
Value—
Dafna Capital Management LLC
N/A
Shares— from 42,595
Change-42,595 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 39,708
Change-39,708 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 37,637
Change-37,637 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 35,445
Change-35,445 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 35,304
Change-35,304 (-100%)
Value—
Michelson Medical Research Foundation, Inc.
N/A
Shares— from 35,095
Change-35,095 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 34,397
Change-34,397 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 33,901
Change-33,901 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 31,528
Change-31,528 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 31,392
Change-31,392 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 30,406
Change-30,406 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 29,542
Change-29,542 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 29,297
Change-29,297 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 27,582
Change-27,582 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 27,445
Change-27,445 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 27,208
Change-27,208 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 26,886
Change-26,886 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 25,150
Change-25,150 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 25,040
Change-25,040 (-100%)
Value—
Militia Capital Management LLC
N/A
Shares— from 24,100
Change-24,100 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 23,602
Change-23,602 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 23,600
Change-23,600 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 23,519
Change-23,519 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 22,980
Change-22,980 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 22,768
Change-22,768 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 22,223
Change-22,223 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 22,100
Change-22,100 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 21,569
Change-21,569 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 21,024
Change-21,024 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 20,331
Change-20,331 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 20,261
Change-20,261 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 20,236
Change-20,236 (-100%)
Value—
&partners
N/A
Shares— from 20,111
Change-20,111 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 20,007
Change-20,007 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 19,622
Change-19,622 (-100%)
Value—
FMR LLC
N/A
Shares— from 18,641
Change-18,641 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 18,497
Change-18,497 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 17,377
Change-17,377 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 16,928
Change-16,928 (-100%)
Value—
Blair William & Co
N/A
Shares— from 16,849
Change-16,849 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 16,839
Change-16,839 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 16,750
Change-16,750 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 16,732
Change-16,732 (-100%)
Value—
Sender Co & Partners, Inc.
N/A
Shares— from 16,209
Change-16,209 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 15,352
Change-15,352 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 14,805
Change-14,805 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 14,799
Change-14,799 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 14,753
Change-14,753 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,427
Change-14,427 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 14,017
Change-14,017 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 13,997
Change-13,997 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,660
Change-13,660 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 13,419
Change-13,419 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 13,311
Change-13,311 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 13,090
Change-13,090 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 12,950
Change-12,950 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 12,914
Change-12,914 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 12,840
Change-12,840 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 12,643
Change-12,643 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 12,417
Change-12,417 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 12,231
Change-12,231 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 12,187
Change-12,187 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 12,170
Change-12,170 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 11,649
Change-11,649 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,631
Change-11,631 (-100%)
Value—
Twin Tree Management, LP
N/A
Shares— from 11,620
Change-11,620 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 11,488
Change-11,488 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 11,454
Change-11,454 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 11,441
Change-11,441 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,347
Change-11,347 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 11,171
Change-11,171 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 11,166
Change-11,166 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 11,077
Change-11,077 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,967
Change-10,967 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 10,693
Change-10,693 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 10,607
Change-10,607 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 10,264
Change-10,264 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 10,222
Change-10,222 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 10,056
Change-10,056 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 9,944
Change-9,944 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 9,910
Change-9,910 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 9,843
Change-9,843 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 9,175
Change-9,175 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 9,167
Change-9,167 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 8,951
Change-8,951 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,547
Change-8,547 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,313
Change-8,313 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 8,302
Change-8,302 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 8,071
Change-8,071 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 7,952
Change-7,952 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 7,930
Change-7,930 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,737
Change-7,737 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 7,487
Change-7,487 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 6,979
Change-6,979 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 6,846
Change-6,846 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 6,666
Change-6,666 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 6,624
Change-6,624 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 6,521
Change-6,521 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 6,520
Change-6,520 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 6,516
Change-6,516 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 6,448
Change-6,448 (-100%)
Value—
FIL Ltd
N/A
Shares— from 6,381
Change-6,381 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,379
Change-6,379 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 6,241
Change-6,241 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,185
Change-6,185 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,121
Change-6,121 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 6,119
Change-6,119 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 5,799
Change-5,799 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 5,794
Change-5,794 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 5,612
Change-5,612 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 5,280
Change-5,280 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,259
Change-5,259 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 5,162
Change-5,162 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 5,062
Change-5,062 (-100%)
Value—
New Paradigm Capital Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
Marco Investment Management LLC
N/A
Shares— from 4,916
Change-4,916 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,914
Change-4,914 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 4,846
Change-4,846 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 4,755
Change-4,755 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 4,665
Change-4,665 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,581
Change-4,581 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 4,562
Change-4,562 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 4,470
Change-4,470 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 4,455
Change-4,455 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4,425
Change-4,425 (-100%)
Value—
EFG International AG
N/A
Shares— from 4,378
Change-4,378 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 4,329
Change-4,329 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 4,210
Change-4,210 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,193
Change-4,193 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 4,156
Change-4,156 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 4,088
Change-4,088 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,017
Change-4,017 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 4,017
Change-4,017 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 3,992
Change-3,992 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,897
Change-3,897 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,833
Change-3,833 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 3,829
Change-3,829 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,743
Change-3,743 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 3,476
Change-3,476 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 3,447
Change-3,447 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 3,447
Change-3,447 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 3,384
Change-3,384 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,231
Change-3,231 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 3,123
Change-3,123 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,071
Change-3,071 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 2,956
Change-2,956 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,865
Change-2,865 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 2,833
Change-2,833 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
Simmons Bank
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 2,622
Change-2,622 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 2,481
Change-2,481 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 2,441
Change-2,441 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 2,439
Change-2,439 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,282
Change-2,282 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 2,084
Change-2,084 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,029
Change-2,029 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,961
Change-1,961 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,940
Change-1,940 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,929
Change-1,929 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,735
Change-1,735 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,710
Change-1,710 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,693
Change-1,693 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,627
Change-1,627 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 1,571
Change-1,571 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 1,513
Change-1,513 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 1,449
Change-1,449 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 1,434
Change-1,434 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 1,373
Change-1,373 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 1,302
Change-1,302 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 1,206
Change-1,206 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,177
Change-1,177 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 1,054
Change-1,054 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 978
Change-978 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 966
Change-966 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 944
Change-944 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 829
Change-829 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 819
Change-819 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 800
Change-800 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 740
Change-740 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 613
Change-613 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 587
Change-587 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 556
Change-556 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 541
Change-541 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 510
Change-510 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 510
Change-510 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 384
Change-384 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 363
Change-363 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 360
Change-360 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 348
Change-348 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 340
Change-340 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 330
Change-330 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 330
Change-330 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 265
Change-265 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 246
Change-246 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 231
Change-231 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 204
Change-204 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 181
Change-181 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 152
Change-152 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 105
Change-105 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 82
Change-82 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Centennial Bank
N/A
Shares— from 75
Change-75 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Motco
N/A
Shares— from 42
Change-42 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 30
Change-30 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 20
Change-20 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Citigroup Inc
DECREASED4,575,0504,760,709-185,659-4%$905.4M$963.2M+$57.7M2026-11-04
LPL Financial LLC
INCREASED910,613789,395+121,218+15%$150.1M$191.7M+$41.6M2026-11-06
Truist Financial Corp
DECREASED634,277677,353-43,076-6%$128.8M$133.5M+$4.7M2026-10-30
WestEnd Advisors, LLC
DECREASED563,558655,852-92,294-14%$124.7M$118.7M-$6.1M2026-10-27
Jefferies Financial Group Inc.
INCREASED417,500302,306+115,194+38%$57.5M$87.9M+$30.4M2026-11-05
PNC Financial Services Group, Inc.
INCREASED317,278314,505+2,773+1%$59.8M$66.8M+$7.0M2026-11-06
Thrivent Financial for Lutherans
INCREASED223,992208,618+15,374+7%$39.7M$46.9M+$7.2M2026-11-05
Commonwealth Equity Services, LLC
INCREASED139,653137,834+1,819+1%$26.2M$29.4M+$3.2M2026-11-02
Albion Financial Group
INCREASED120,782119,635+1,147+1%$22.8M$25.4M+$2.7M2026-10-21
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED116,115116,11500%$22.1M$22.1M$02026-10-15
Barclays PLC
DECREASED100,479526,245-425,766-81%$100.1M$21.2M-$78.9M2026-11-06
Horizon Wealth Management, LLC
INCREASED90,10760,285+29,822+49%$11.5M$19.0M+$7.5M2026-11-02
Appleton Partners Inc
INCREASED79,75275,359+4,393+6%$14.3M$16.8K-$14.3M2026-10-30
MinichMacGregor Wealth Management, LLC
INCREASED78,3962,290+76,106+3323%$435.5K$16.5M+$16.1M2026-10-14
Creative Planning
INCREASED73,14972,878+271+0%$13.9M$15.4M+$1.5M2026-11-02
Investment House LLC
DECREASED71,95696,715-24,759-26%$18.4M$15.1M-$3.2M2026-10-21
Assetmark, Inc
DECREASED71,19385,289-14,096-17%$16.2M$15.0M-$1.2M2026-10-21
Factory Mutual Insurance Co
UNCHANGED71,00071,00000%$13.5M$14.9M+$1.4M2026-10-30
NTV Asset Management LLC
INCREASED67,02863,985+3,043+5%$12.2M$14.1M+$1.9M2026-10-23
Florin Court Capital LLP
INCREASED64,10014,900+49,200+330%$2.8M$13.5M+$10.7M2026-11-02
Kestra Advisory Services, LLC
INCREASED63,31247,195+16,117+34%$9.0M$13.3M+$4.4M2026-11-02
Prospera Financial Services Inc
INCREASED62,5682,715+59,853+2205%$516.5K$13.6M+$13.1M2026-11-04
Cumberland Advisors Inc
DECREASED61,55364,018-2,465-4%$12.2M$13.0M+$783.2K2026-10-30
Old National Bancorp
NEW60,602—+60,602——$12.8M—2026-10-20
Pictet Asset Management Holding SA
INCREASED59,47554,950+4,525+8%$10.4M$12.6M+$2.1M2026-11-03
Redstone Wealth Management, LLC
NEW58,901—+58,901——$12.4M—2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED57,35761,030-3,673-6%$11.6M$12.1M+$468.1K2026-10-13
Apella Capital, LLC
DECREASED57,21057,530-320-1%$11.4M$11.6M+$228.9K2026-10-08
Decker Retirement Planning Inc.
NEW56,424—+56,424——$11.9M—2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED50,82643,800+7,026+16%$8.3M$10.7K-$8.3M2026-11-02
Point Nemo Capital, LLC
INCREASED49,3535,097+44,256+868%$969.4K$10.4M+$9.4M2026-11-03
IFP Advisors, Inc
DECREASED48,87749,988-1,111-2%$9.5M$10.3M+$782.9K2026-10-16
Henshaw Capital LLC
UNCHANGED47,00047,00000%$8.9M$9.9M+$956.0K2026-11-03
Davenport & Co LLC
INCREASED45,92545,300+625+1%$8.6M$9.7M+$1.1M2026-10-14
Forbes J M & Co LLP
INCREASED43,61543,371+244+1%$8.2M$9.2M+$933.5K2026-10-16
Toth Financial Advisory Corp
INCREASED43,12942,261+868+2%$8.0M$9.1M+$1.0M2026-10-08
Neville Rodie & Shaw Inc
INCREASED42,23542,002+233+1%$8.0K$8.9K+$9042026-10-05
Equitable Trust Co
INCREASED41,28839,645+1,643+4%$7.5M$8.7M+$1.2M2026-10-13
First Interstate Bank
DECREASED38,87340,526-1,653-4%$7.7M$8.2M+$476.3K2026-10-23
SP Asset Management LLC
DECREASED38,38541,213-2,828-7%$7.8M$8.1M+$242.9K2026-11-05
Geneva Partners, LLC
NEW37,618—+37,618——$8.0M—2026-10-26
Allspring Global Investments Holdings, LLC
INCREASED34,78332,336+2,447+8%$6.1M$7.2M+$1.0M2026-11-04
Williams Jones Wealth Management, Llc.
INCREASED33,95233,917+35+0%$6.5M$7.1M+$697.2K2026-11-05
Accurate Wealth Management, LLC
NEW33,253—+33,253——$6.7M—2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED33,06129,848+3,213+11%$5.3M$6.2M+$885.9K2026-10-13
Oppenheimer & Co Inc
INCREASED32,08022,528+9,552+42%$4.3M$6.8M+$2.5M2026-10-26
McCollum Christoferson Group LLC
DECREASED30,60930,924-315-1%$5.9M$6.4M+$562.7K2026-10-13
CMH Wealth Management LLC
INCREASED30,58328,838+1,745+6%$5.5M$6.4M+$953.9K2026-10-22
Concurrent Investment Advisors, LLC
DECREASED30,37741,899-11,522-27%$8.0M$6.4M-$1.6M2026-10-16
Southern Capital Advisors, LLC
DECREASED28,95329,008-550%$5.5M$6.1M+$578.4K2026-10-26
Monument Capital Management
NEW28,887—+28,887——$6.1M—2026-10-09
Mirae Asset Global Investments Co., Ltd.
INCREASED28,6916,876+21,815+317%$1.3M$6.0M+$4.7M2026-11-03
Crescent Grove Advisors, LLC
DECREASED27,78028,620-840-3%$5.4M$5.8M+$405.3K2026-10-21
Howard Capital Management Group, LLC
DECREASED27,62228,887-1,265-4%$5.5M$5.8M+$321.5K2026-10-16
Evergreen Capital Management LLC
DECREASED27,10827,427-319-1%$5.2M$5.7M+$490.7K2026-10-23
Blume Capital Management, Inc.
DECREASED26,50327,113-610-2%$5.2M$5.6M+$423.1K2026-10-26
Vicus Capital
NEW24,302—+24,302——$5.1M—2026-11-05
Traynor Capital Management, Inc.
INCREASED24,22317,354+6,869+40%$3.3M$5.1M+$1.8M2026-10-29
Chesley Taft & Associates LLC
DECREASED23,65723,862-205-1%$4.5M$5.0M+$442.2K2026-10-13
WealthCare Investment Partners, LLC
INCREASED23,64721,243+2,404+11%$4.0M$5.0M+$938.2K2026-11-05
Analyst IMS Investment Management Services Ltd.
UNCHANGED23,20723,20700%$4.4M$4.9M+$473.0K2026-11-05
NBT Bank, N.A.
DECREASED22,75222,811-590%$4.3M$4.8M+$451.6K2026-10-21
Associated Banc-Corp
DECREASED22,66823,298-630-3%$4.4M$4.8M+$341.2K2026-10-30
Anderson Hoagland & Co
INCREASED22,57817,022+5,556+33%$3.2M$4.7M+$1.5M2026-10-23
Eagle Strategies LLC
DECREASED22,13222,192-600%$4.2M$4.7M+$438.8K2026-10-16
Atria Investments, Inc
INCREASED21,87717,514+4,363+25%$3.3M$4.6M+$1.3M2026-10-15
Lyell Wealth Management, LP
INCREASED20,99319,548+1,445+7%$3.7M$4.4M+$701.8K2026-10-30
Cadent Capital Advisors, LLC
NEW20,676—+20,676——$4.4M—2026-10-09
Grimes & Co Wealth Management, LLC
INCREASED20,37719,367+1,010+5%$3.7M$4.3M+$606.5K2026-10-29
Fifth Third Bancorp
DECREASED19,93827,456-7,518-27%$5.2M$4.2M-$1.0M2026-11-05
Marion Wealth Management
INCREASED19,80719,709+98+1%$3.7M$4.2M+$421.5K2026-10-22
VestGen Advisors, LLC
INCREASED19,2504,850+14,400+297%$922.4K$4.1M+$3.1M2026-10-27
Fischer Financial Services, Inc.
DECREASED19,08620,157-1,071-5%$3.8M$4.0M+$184.5K2026-10-30
Ashurst Perkins Coie Trust Co
DECREASED18,72319,544-821-4%$3.7M$3.9M+$224.7K2026-10-15
Independent Financial Group, LLC
DECREASED18,70120,011-1,310-7%$3.8M$3.9M+$131.2K2026-10-13
Mission Wealth Management, LP
DECREASED18,55619,711-1,155-6%$3.7M$3.9M+$157.8K2026-10-15
Keybank National Association
INCREASED18,53218,449+83+0%$3.5M$3.9M+$392.7K2026-11-04
Midwest Professional Planners, Ltd.
NEW18,496—+18,496——$3.9M—2026-10-29
Cannon Advisors, Inc.
NEW18,369—+18,369——$3.7M—2026-10-14
Westside Investment Management, Inc.
DECREASED18,26018,330-700%$3.5M$3.8M+$351.6K2026-11-02
Lighthouse Financial LLC
INCREASED17,9669,470+8,496+90%$1.8M$3.8M+$2.0M2026-10-23
BAR Harbor Wealth Management
INCREASED17,22216,535+687+4%$3.1M$3.6M+$481.0K2026-10-21
US Bancorp \de\
INCREASED17,20815,827+1,381+9%$3.0M$3.6M+$612.7K2026-11-05
Pinnacle Associates LTD
INCREASED16,92416,846+78+0%$3.2M$3.6M+$358.9K2026-10-20
Bank Pictet & Cie (Europe) AG
UNCHANGED16,28016,28000%$3.1M$3.4M+$331.1K2026-10-20
Destiny Wealth Partners, LLC
INCREASED15,6183,580+12,038+336%$667.4K$3.3M+$2.7M2026-11-05
Bank of New York Mellon Corp
INCREASED14,26112,725+1,536+12%$2.4M$3.0M+$582.2K2026-11-05
Central Trust Co
INCREASED14,11213,342+770+6%$2.5M$3.0M+$433.5K2026-11-05
Virtue Capital Management, LLC
NEW13,922—+13,922——$2.9M—2026-10-29
Leeward Financial Partners, LLC
NEW13,723—+13,723——$2.9M—2026-10-23
Crestwood Advisors Group, LLC
DECREASED13,70113,751-500%$2.6M$2.9M+$269.3K2026-10-27
Fiduciary Alliance LLC
NEW13,688—+13,688——$2.9M—2026-10-13
Viewpoint Capital Management LLC
INCREASED13,49013,280+210+2%$2.5M$2.8M+$314.3K2026-10-27
KCM Investment Advisors LLC
DECREASED13,42513,640-215-2%$2.6M$2.8M+$232.2K2026-10-27
Martin Capital Advisors, LLP
UNCHANGED13,41913,41900%$2.6M$2.8M+$273.0K2026-10-15
Valicenti Advisory Services Inc
DECREASED13,13513,280-145-1%$2.5K$2.8K+$2392026-10-23
New England Private Wealth Advisors LLC
UNCHANGED13,08113,08100%$2.5M$2.8M+$292.9K2026-10-19
Hoey Investments, Inc
INCREASED12,47510,486+1,989+19%$2.0M$2.6M+$632.0K2026-10-29
Lido Advisors, LLC
DECREASED12,25412,521-267-2%$2.4M$2.6M+$198.5K2026-11-04
Robertson Stephens Wealth Management, LLC
INCREASED12,22912,135+94+1%$2.3M$2.6M+$266.6K2026-10-16
Fortis Group Advisors, LLC
NEW12,148—+12,148——$2.6M—2026-11-06
Brookstone Capital Management
DECREASED11,97316,689-4,716-28%$3.2M$2.5M-$653.4K2026-10-22
Sage Capital Management, LLC
INCREASED11,91310,923+990+9%$2.1M$2.5M+$430.8K2026-10-20
Outlook Wealth Advisors, LLC
INCREASED11,8982,889+9,009+312%$551.6K$2.5M+$2.0M2026-10-28
Clarus Wealth Advisors
NEW11,763—+11,763——$2.4M—2026-10-13
Leuthold Group, LLC
DECREASED11,54912,614-1,065-8%$2.4M$2.4M+$32.4K2026-11-04
Hanseatic Management Services Inc
NEW11,306—+11,306——$2.4M—2026-10-27
Stegent Equity Advisors, Inc.
DECREASED11,05511,097-420%$2.1M$2.3M+$216.9K2026-10-13
Kanawha Capital Management LLC
INCREASED10,71210,517+195+2%$2.0M$2.3M+$255.0K2026-10-19
Burns J W & Co Inc
DECREASED10,68810,973-285-3%$2.1M$2.3M+$163.2K2026-10-20
Farther Finance Advisors, LLC
DECREASED10,66613,147-2,481-19%$2.5M$2.2M-$254.9K2026-10-08
Parisi Gray Wealth Management
NEW10,561—+10,561——$2.2M—2026-10-16
Columbus Macro, LLC
NEW10,350—+10,350——$2.2M—2026-10-14
Blue Fin Capital, Inc.
INCREASED10,05310,021+32+0%$1.9M$2.1M+$210.6K2026-10-28
CVS Health Corp
NEW10,000—+10,000——$2.1M—2026-11-05
Canton Hathaway, LLC
INCREASED9,9618,711+1,250+14%$1.7M$2.1M+$440.3K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED9,9147,723+2,191+28%$1.5M$2.1M+$618.4K2026-11-06
Gerber Kawasaki Wealth & Investment Management
DECREASED9,6759,935-260-3%$1.9M$2.0M+$147.5K2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED9,4788,939+539+6%$1.7M$2.0M+$295.2K2026-11-05
Magnus Financial Group LLC
INCREASED9,4728,556+916+11%$1.6M$2.0M+$366.9K2026-10-21
Avior Wealth Management, LLC
DECREASED9,4679,707-240-2%$1.8M$2.0M+$146.9K2026-10-13
Robbins Farley
NEW9,465—+9,465——$2.0M—2026-10-21
Strategic Advisory Partners, LLC
DECREASED9,44810,367-919-9%$2.0M$2.0M+$17.4K2026-11-06
Wealthcare Advisory Partners LLC
INCREASED9,3438,457+886+10%$1.6M$2.0M+$358.4K2026-10-21
RS Crum Inc.
INCREASED9,1869,111+75+1%$1.7M$1.9M+$201.1K2026-10-19
Sara-Bay Financial
NEW9,067—+9,067——$1.9M—2026-10-21
Moors & Cabot, Inc.
DECREASED9,0629,121-59-1%$1.7M$1.9M+$173.1K2026-11-06
White Lighthouse Investment Management Inc.
INCREASED9,0609,050+10+0%$1.7M$1.9M+$186.2K2026-10-21
Wolverine Asset Management LLC
NEW8,700—+8,700——$1.8M—2026-11-02
Sigma Planning Corp
INCREASED8,6738,039+634+8%$1.5M$1.8M+$293.6K2026-10-23
Patriot Investment Management Group, Inc.
INCREASED8,5357,937+598+8%$1.5M$1.8M+$287.3K2026-10-15
William John Sempolinski
INCREASED8,5031,368+7,135+522%$260.2K$1.8M+$1.5M2026-10-20
Telos Capital Management, Inc.
DECREASED8,4318,609-178-2%$1.6M$1.8M+$137.6K2026-11-02
Beaumont Financial Advisors, LLC
UNCHANGED8,4188,41800%$1.6M$1.8M+$171.2K2026-10-22
Sanchez Gaunt Capital Management, LLC
DECREASED8,2238,368-145-2%$1.6M$1.7M+$139.7K2026-11-03
Busey Bank
UNCHANGED8,2238,22300%$1.6M$1.7M+$167.3K2026-10-26
Apollon Wealth Management, LLC
INCREASED8,1788,118+60+1%$1.5M$1.7M+$177.8K2026-10-23
Acropolis Investment Management, LLC
DECREASED8,1578,187-300%$1.6M$1.7M+$160.2K2026-10-08
City State Bank
DECREASED8,1478,602-455-5%$1.6M$1.7M+$79.2K2026-10-20
Milestone Investment Advisors LLC
INCREASED8,0427,787+255+3%$1.5M$1.7M+$212.1K2026-11-05
Biltmore Family Office, LLC
DECREASED7,9058,704-799-9%$1.7M$1.7M+$8.8K2026-11-03
Capital Investment Advisors, LLC
DECREASED7,8208,246-426-5%$1.6M$1.6M+$78.0K2026-10-22
D.A. Davidson & Co.
INCREASED7,7886,402+1,386+22%$1.2M$1.6M+$422.1K2026-10-28
Global View Capital Management LLC
NEW7,765—+7,765——$1.6M—2026-10-28
Merit Financial Group, LLC
DECREASED7,71110,434-2,723-26%$2.0M$1.6M-$361.1K2026-11-06
Flagship Harbor Advisors, LLC
INCREASED7,6916,407+1,284+20%$1.2M$1.6M+$400.7K2026-10-26
Cullen T Bankers, Inc.
DECREASED7,6577,882-225-3%$1.5M$1.6M+$113.0K2026-10-28
Signature Wealth Management Partners, LLC
UNCHANGED7,6067,60600%$1.4M$1.6M+$154.7K2026-10-21
SteelPeak Wealth, LLC
INCREASED7,2086,147+1,061+17%$1.2M$1.5M+$348.4K2026-10-16
Shulman DeMeo Asset Management LLC
DECREASED7,1827,202-200%$1.4M$1.5M+$123.7K2026-10-09
Wellington Shields & Co., LLC
INCREASED7,0001,290+5,710+443%$245.3K$1.5M+$1.2M2026-11-03
Wellington Shields Capital Management, LLC
INCREASED7,0003,660+3,340+91%$696.1K$1.5M+$777.6K2026-11-03
Capital Management Associates
INCREASED7,0004,000+3,000+75%$760.8K$1.5M+$713.0K2026-11-03
Ndwm LLC
NEW6,931—+6,931——$1.5M—2026-11-05
Chicago Partners Investment Group LLC
DECREASED6,8357,922-1,087-14%$1.5M$1.4M-$77.2K2026-10-27
Washington Growth Strategies LLC
UNCHANGED6,6946,69400%$1.3M$1.4M+$136.2K2026-10-19
Moody Lynn Lieberson & Walker, LLC
INCREASED6,6335,525+1,108+20%$1.1M$1.4M+$345.6K2026-10-14
Modera Wealth Management, LLC
INCREASED6,3706,054+316+5%$1.2M$1.3M+$189.7K2026-10-28
Adell Harriman & Carpenter Inc
DECREASED6,3566,696-340-5%$1.3M$1.3M+$64.8K2026-11-02
Endowment Wealth Management, Inc.
INCREASED6,2735,691+582+10%$1.1M$1.3M+$238.3K2026-11-03
Simplicity Wealth,LLC
INCREASED6,2465,864+382+7%$1.1M$1.3M+$199.7K2026-10-23
Congress Asset Management Co
NEW6,240—+6,240——$1.3M—2026-10-06
Focus Financial Network, Inc.
INCREASED6,0565,697+359+6%$1.1M$1.3M+$191.3K2026-10-14
Massachusetts Wealth Management
INCREASED6,0314,446+1,585+36%$845.6K$1.3M+$424.1K2026-10-21
Ferguson Wellman Capital Management, Inc
DECREASED5,9486,013-65-1%$1.1M$1.3M+$108.6K2026-10-05
Strategic Blueprint, LLC
DECREASED5,8236,775-952-14%$1.3M$1.2M-$62.6K2026-10-22
BigSur Wealth Management LLC
UNCHANGED5,8005,80000%$1.1M$1.2M+$118.0K2026-10-13
Savant Capital, LLC
INCREASED5,7023,345+2,357+70%$636.0K$1.2M+$564.5K2026-11-06
Cassaday & Co Wealth Management LLC
INCREASED5,6335,383+250+5%$1.0M$1.2M+$162.1K2026-10-27
Odyssey Capital Advisors, Inc.
INCREASED5,5855,197+388+7%$988.4K$1.2M+$187.4K2026-10-26
Ascent Group, LLC
DECREASED5,4845,805-321-6%$1.1M$1.2M+$50.5K2026-10-30
Bailard, Inc.
DECREASED5,3455,462-117-2%$1.0M$1.1M+$86.5K2026-10-13
Westwood Wealth Management
DECREASED5,2006,600-1,400-21%$1.3M$1.1M-$160.5K2026-10-29
Baxter Bros Inc
INCREASED5,1764,949+227+5%$941.3K$1.1M+$148.5K2026-11-04
Sharper & Granite LLC
INCREASED5,1095,099+10+0%$969.8K$862.7K-$107.1K2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
DECREASED5,1015,168-67-1%$982.9K$1.1M+$91.0K2026-10-23
Wedbush Securities Inc
INCREASED5,0864,235+851+20%$805.0K$1.1K-$803.9K2026-10-22
American State Bank (Iowa)
UNCHANGED5,0825,08200%$966.5K$1.1M+$103.4K2026-11-03
Evolution Wealth Advisors, LLC
DECREASED5,0675,377-310-6%$1.0M$1.1M+$44.1K2026-11-03
Harbour Capital Advisors, LLC
UNCHANGED4,9584,95800%$952.2K$1.0M+$91.6K2026-10-13
Aprio Wealth Management, LLC
DECREASED4,9334,943-100%$940.0K$1.0M+$98.4K2026-10-28
Finer Wealth Management, Inc.
DECREASED4,9236,742-1,819-27%$1.3M$1.0M-$245.8K2026-10-16
HB Wealth Management, LLC
INCREASED4,9144,771+143+3%$907.4K$1.0M+$127.0K2026-10-23
Park Avenue Securities LLC
DECREASED4,8915,013-122-2%$953.0K$1.0K-$952.0K2026-10-26
Means Investment Co., Inc.
DECREASED4,7905,364-574-11%$1.0M$1.0M-$11.8K2026-11-03
Allworth Financial LP
INCREASED4,7894,604+185+4%$875.7K$910.9K+$35.1K2026-11-06
Principle Wealth Partners LLC
UNCHANGED4,7814,78100%$909.3K$1.0M+$97.2K2026-11-02
FSA Wealth Partners, Inc.
DECREASED4,77810,052-5,274-52%$1.9M$1.0M-$905.9K2026-10-26
Indivisible Partners
NEW4,764—+4,764——$1.0M—2026-10-26
Regions Financial Corp
DECREASED4,6874,701-140%$894.1K$986.8K+$92.7K2026-11-05
Kessler Investment Group, LLC
DECREASED4,6365,546-910-16%$1.1M$976.0K-$78.8K2026-10-08
Summit Global Investments
DECREASED4,5864,712-126-3%$896.0K$965-$895.0K2026-10-28
Decision Investments, Inc
DECREASED4,5184,533-150%$862.1K$951.2K+$89.0K2026-10-07
CWA Asset Management Group, LLC
INCREASED4,5014,414+87+2%$839.5K$947.6K+$108.1K2026-10-19
Advantage Trust Co
DECREASED4,4644,817-353-7%$916.1K$939.8K+$23.7K2026-10-19
Legacy Edge Advisors, LLC
DECREASED4,4464,844-398-8%$921.2K$936.0K+$14.7K2026-11-06
Larson Financial Group LLC
INCREASED4,4343,264+1,170+36%$620.7K$933.4K+$312.7K2026-11-05
TCV Trust & Wealth Management, Inc.
UNCHANGED4,2954,29500%$816.9K$904.2K+$87.4K2026-10-16
SFE Investment Counsel
INCREASED4,1912,131+2,060+97%$405.2K$882.2K+$477.0K2026-10-29
Vise Technologies, Inc.
INCREASED4,1903,202+988+31%$608.9K$882.1K+$273.1K2026-10-29
OpenArc Corporate Advisory, LLC
INCREASED4,1483,996+152+4%$760.0K$873.3K+$113.3K2026-10-21
Shepherd Financial Partners LLC
INCREASED4,1484,130+18+0%$785.5K$873.4K+$87.8K2026-11-03
KFG Wealth Management, LLC
DECREASED4,1424,160-180%$791.2K$872.0K+$80.8K2026-10-16
Nvwm, LLC
INCREASED4,1124,072+40+1%$774.5K$865.7K+$91.2K2026-10-14
Fisher Asset Management, LLC
INCREASED4,0842,339+1,745+75%$444.9K$859.8K+$415.0K2026-11-06
First International Bank of Israel Ltd.
INCREASED4,0483,394+654+19%$645.4K$821.9K+$176.5K2026-11-04
Harrell Investment Partners, LLC
INCREASED3,9953,957+38+1%$752.7K$841.0K+$88.3K2026-10-15
Core Wealth Partners LLC
UNCHANGED3,9893,98900%$758.7K$839.8K+$81.1K2026-11-02
Pines Wealth Management, LLC
INCREASED3,9483,793+155+4%$721.4K$831.2K+$109.8K2026-10-21
Harmony Asset Management LLC
DECREASED3,9186,350-2,432-38%$1.2M$824.9K-$382.8K2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED3,8983,558+340+10%$676.6K$820.6K+$143.9K2026-10-23
Midwest Trust Co
DECREASED3,8944,423-529-12%$841.2K$819.8K-$21.4K2026-10-22
Clear Harbor Asset Management, LLC
DECREASED3,8653,906-41-1%$742.9K$813.8K+$70.9K2026-11-05
Wedmont Private Capital
INCREASED3,8513,527+324+9%$677.4K$772.0K+$94.6K2026-10-09
Realta Investment Advisors
INCREASED3,794435+3,359+772%$82.7K$798.8K+$716.0K2026-10-14
AlphaCore Capital LLC
INCREASED3,7933,688+105+3%$701.5K$798.6K+$97.1K2026-11-04
Vontobel Holding Ltd.
INCREASED3,7682,074+1,694+82%$394.5K$793.3K+$398.8K2026-10-16
Kesler, Norman & Wride, LLC
INCREASED3,7172,797+920+33%$532.0K$782.6K+$250.6K2026-11-06
Certuity, LLC
INCREASED3,7162,732+984+36%$519.5K$782.3K+$262.8K2026-11-02
Waters Parkerson & Co., LLC
UNCHANGED3,7003,70000%$703.7K$779.0K+$75.3K2026-11-04
Community Financial Services Group, LLC
DECREASED3,6713,716-45-1%$706.5K$756.1K+$49.6K2026-10-15
Clarity Wealth Advisors, LLC
DECREASED3,6663,994-328-8%$759.6K$771.8K+$12.2K2026-10-21
Choreo, LLC
INCREASED3,6653,403+262+8%$647.2K$771.6K+$124.4K2026-10-28
AlpenGlobal Capital LLC
NEW3,612—+3,612——$760.4K—2026-11-06
Hennion & Walsh Asset Management, Inc.
UNCHANGED3,6103,61000%$686.6K$760.0K+$73.4K2026-10-13
Middleton & Co Inc
UNCHANGED3,6003,60000%$684.7K$757.9K+$73.2K2026-10-23
Meridian Wealth Management, LLC
DECREASED3,5743,957-383-10%$752.7K$752.3K-$3452026-11-05
Creekside Partners
UNCHANGED3,5273,52700%$670.8K$742.5K+$71.7K2026-11-04
TrinityBridge Ltd
DECREASED3,4603,535-75-2%$672.0K$728-$671.3K2026-10-30
Providence First Trust Co
NEW3,449—+3,449——$726.1K—2026-11-02
Capstone Wealth Management Group, Inc.
UNCHANGED3,4493,44900%$656.0K$726.2K+$70.2K2026-10-19
Krilogy Financial LLC
DECREASED3,4413,707-266-7%$705.1K$702.8K-$2.3K2026-10-13
Financial Concepts Unlimited, Inc.
DECREASED3,4323,477-45-1%$661.3K$722.6K+$61.3K2026-11-06
Shade Tree Advisors LLC
NEW3,400—+3,400——$715.8K—2026-10-22
Chemistry Wealth Management LLC
DECREASED3,3883,436-48-1%$653.6K$713.3K+$59.8K2026-10-16
Carret Asset Management, LLC
INCREASED3,3842,404+980+41%$457.2K$712.4K+$255.2K2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED3,3763,572-196-5%$679.3K$710.7K+$31.4K2026-10-20
Fort Washington Investment Advisors Inc
UNCHANGED3,3003,30000%$627.6K$694.7K+$67.1K2026-10-15
Virtue Asset Management LLC
INCREASED3,2961,846+1,450+79%$351.1K$693.8K+$342.7K2026-10-21
Clearstead Advisors, LLC
INCREASED3,2802,640+640+24%$502.1K$690.5K+$188.4K2026-11-06
Graves Light Lenhart Wealth, Inc.
DECREASED3,2433,288-45-1%$625.3K$682.7K+$57.4K2026-10-09
My Personal CFO, LLC
UNCHANGED3,2403,24000%$616.2K$682.1K+$65.9K2026-10-14
Diversified Trust Co
NEW3,193—+3,193——$672.2K—2026-11-06
Rockingstone Advisors LLC
UNCHANGED3,1853,18500%$605.8K$670.5K+$64.8K2026-10-16
Moneco Advisors, LLC
INCREASED3,1701,717+1,453+85%$326.6K$667.3K+$340.7K2026-11-05
Parallel Advisors, LLC
INCREASED3,160970+2,190+226%$184.6K$665.2K+$480.6K2026-11-03
Flagship Private Wealth, LLC
INCREASED3,1463,091+55+2%$587.9K$662.4K+$74.5K2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED3,1003,10000%$589.6K$652.6K+$63.1K2026-10-23
Institute for Wealth Management, Llc.
DECREASED3,0943,206-112-3%$609.8K$651.4K+$41.6K2026-11-06
Ellis Investment Partners, LLC
DECREASED3,0833,202-119-4%$609.0K$649.2K+$40.2K2026-10-21
Andrews Advisory Associates, LLC
DECREASED3,0713,381-310-9%$643.0K$646.6K+$3.6K2026-10-15
Maltin Wealth Management, Inc.
UNCHANGED3,0683,06800%$583.6K$646.0K+$62.4K2026-10-13
Ashton Thomas Private Wealth, LLC
DECREASED3,02528,054-25,029-89%$5.3M$636.9K-$4.7M2026-11-03
Oakworth Capital, Inc.
UNCHANGED3,0183,01800%$574.0K$635.4K+$61.4K2026-10-26
J.W. Cole Advisors, Inc.
INCREASED2,9952,722+273+10%$517.8K$630.6K+$112.8K2026-11-05
Titleist Asset Management, LLC
DECREASED2,9333,514-581-17%$668.4K$617.4K-$51.0K2026-10-08
Joel Isaacson & Co., LLC
INCREASED2,9162,796+120+4%$531.8K$614.0K+$82.1K2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED2,8971,546+1,351+87%$293.5K$609.8K+$316.4K2026-10-13
Burke & Herbert Bank & Trust Co
DECREASED2,8853,085-200-6%$586.7K$607.4K+$20.6K2026-11-02
Triangle Securities Wealth Management
DECREASED2,8582,868-100%$545.5K$601.7K+$56.2K2026-10-14
Harbor Investment Advisory, LLC
DECREASED2,8472,887-40-1%$549.1K$599.4K+$50.3K2026-10-13
GC Wealth Management RIA, LLC
DECREASED2,8463,019-173-6%$574.2K$599.2K+$25.0K2026-11-02
Thayer Partners, LLC / MA
DECREASED2,8393,101-262-8%$589.9K$597.6K+$7.7K2026-11-06
Beverly Hills Private Wealth, LLC
INCREASED2,8392,821+18+1%$536.5K$597.7K+$61.2K2026-11-04
Meridian Investment Counsel Inc.
INCREASED2,8342,734+100+4%$520.0K$596.6K+$76.7K2026-10-14
SBI Securities Co., Ltd.
INCREASED2,7891,540+1,249+81%$292.9K$587.2K+$294.3K2026-10-22
Capital CS Group, LLC
NEW2,773—+2,773——$583.8K—2026-10-29
Brandywine OAK Private Wealth LLC
DECREASED2,7602,785-25-1%$529.7K$581.2K+$51.4K2026-10-23
StoneX Group Inc.
INCREASED2,6881,339+1,349+101%$254.7K$556.9K+$302.1K2026-11-03
Nations Financial Group Inc,
DECREASED2,6802,749-69-3%$522.8K$564.2K+$41.4K2026-11-05
Wealth Management Partners, LLC
UNCHANGED2,6722,67200%$508.3K$562.6K+$54.4K2026-10-21
Accredited Investors Inc.
INCREASED2,6602,426+234+10%$461.4K$560.0K+$98.6K2026-11-03
Joseph P. Lucia & Associates, LLC
DECREASED2,6502,670-20-1%$507.8K$557.9K+$50.1K2026-10-30
Marotta Asset Management
DECREASED2,6282,649-21-1%$503.6K$553.3K+$49.6K2026-10-02
Valley National Advisers Inc
UNCHANGED2,6212,62100%$498.4K$551.7K+$53.3K2026-10-23
Sowell Financial Services LLC
DECREASED2,6202,639-19-1%$501.9K$551.6K+$49.7K2026-10-23
Lanark Financial, Inc.
DECREASED2,6182,994-376-13%$569.4K$551.2K-$18.3K2026-10-26
Dynamic Advisor Solutions LLC
DECREASED2,6113,058-447-15%$581.6K$549.7K-$31.9K2026-10-13
Montag A & Associates Inc
UNCHANGED2,6002,60000%$494.5K$547.4K+$52.9K2026-10-29
Investmark Advisory Group LLC
DECREASED2,5962,597-10%$493.9K$546.7K+$52.8K2026-10-27
Mesirow Financial Investment Management, Inc.
UNCHANGED2,5722,57200%$489.1K$541.5K+$52.3K2026-11-05
HCR Wealth Advisors
DECREASED2,5672,712-145-5%$515.9K$540.6K+$24.7K2026-10-15
PFG Advisors
DECREASED2,5642,617-53-2%$497.8K$539.9K+$42.1K2026-10-16
Triumph Capital Management
INCREASED2,5482,532+16+1%$481.6K$536.4K+$54.8K2026-10-14
Courier Capital LLC
UNCHANGED2,5172,51700%$478.7K$529.9K+$51.2K2026-10-19
Heritage Investment Group, Inc.
DECREASED2,4972,675-178-7%$508.8K$525.7K+$16.9K2026-11-03
Carbahal Olsen Financial Services Group, LLC
DECREASED2,4532,989-536-18%$568.6K$516.4K-$52.2K2026-11-05
Brighton Jones LLC
DECREASED2,4412,491-50-2%$473.8K$513.9K+$40.1K2026-11-03
Citizens Financial Group Inc
UNCHANGED2,4122,41200%$458.7K$507.8K+$49.1K2026-10-23
Connecticut Wealth Management, LLC
UNCHANGED2,4052,40500%$457.4K$506.3K+$48.9K2026-10-13
Spire Wealth Management
DECREASED2,3942,875-481-17%$546.7K$504.0K-$42.7K2026-10-30
Warner Financial, Inc
UNCHANGED2,3792,37900%$452.4K$500.8K+$48.4K2026-11-06
Carter Financial Group, Inc.
DECREASED2,3702,423-53-2%$460.8K$498.9K+$38.1K2026-10-21
Ashton Thomas Securities, LLC
NEW2,366—+2,366——$549.9K—2026-10-26
Valmark Advisers, Inc.
UNCHANGED2,3602,36000%$448.8K$496.9K+$48.0K2026-11-06
Gerald Baker Financial Group LLC
DECREASED2,3462,355-90%$448.0K$493.8K+$45.8K2026-10-09
Jacobi Capital Management LLC
UNCHANGED2,3212,32100%$441.4K$488.6K+$47.2K2026-11-05
SeaCrest Wealth Management, LLC
INCREASED2,2862,271+15+1%$431.9K$481.3K+$49.4K2026-10-21
CoreCap Advisors, LLC
INCREASED2,2771,874+403+22%$356.4K$479.4K+$123.0K2026-10-08
Interchange Capital Partners, LLC
UNCHANGED2,2562,25600%$429.1K$475.0K+$45.9K2026-10-28
Merrion Investment Management Co, LLC
INCREASED2,2502,000+250+13%$380.4K$473.7K+$93.3K2026-10-16
Beacon Investment Advisory Services, Inc.
UNCHANGED2,2492,24900%$427.7K$473.5K+$45.7K2026-10-13
Everett Harris & Co
UNCHANGED2,2352,23500%$425.1K$470.5K+$45.5K2026-10-28
Neumann Capital Management, LLC
UNCHANGED2,2262,22600%$423.4K$468.6K+$45.3K2026-10-15
Imc-Chicago, LLC
NEW2,224—+2,224——$468.2K—2026-11-05
Partners Wealth Management, LLC
NEW2,211—+2,211——$465.6K—2026-10-28
Bigelow Investment Advisors, LLC
DECREASED2,1882,292-104-5%$435.9K$460.6K+$24.7K2026-10-13
Investment Partners, Ltd.
INCREASED2,1801,090+1,090+100%$207.3K$459.0K+$251.6K2026-10-29
Cookson Peirce & Co Inc
INCREASED2,1272,066+61+3%$392.9K$447.8K+$54.9K2026-10-30
Salem Investment Counselors Inc
UNCHANGED2,1262,12600%$404.3K$447.6K+$43.2K2026-10-13
Beese Fulmer Investment Management, Inc.
INCREASED2,1251,952+173+9%$371.3K$447.4K+$76.1K2026-10-23
EverSource Wealth Advisors, LLC
INCREASED2,1222,074+48+2%$394.5K$446.8K+$52.3K2026-11-04
Hanson & Doremus Investment Management
UNCHANGED2,0872,08700%$397.0K$439-$396.6K2026-10-16
Global Assets Advisory, LLC
INCREASED2,0822,020+62+3%$383.8K$431.5K+$47.8K2026-10-28
Chapin Davis, Inc.
UNCHANGED2,0772,07700%$395.0K$437.3K+$42.2K2026-10-09
Procyon Advisors, LLC
DECREASED2,0602,210-150-7%$420.3K$433.7K+$13.4K2026-10-21
Welch & Forbes LLC
UNCHANGED2,0572,05700%$391.2K$433.1K+$41.8K2026-11-04
CX Institutional
DECREASED2,0462,080-34-2%$396$431+$352026-10-02
NorthCrest Asset Manangement, LLC
INCREASED2,0342,018+16+1%$398.2K$407.8K+$9.6K2026-10-13
Ritholtz Wealth Management
NEW2,031—+2,031——$427.5K—2026-11-05
Financial Solutions Advisory Group, Inc.
UNCHANGED2,0312,03100%$400.8K$410.2K+$9.4K2026-10-28
HUB Investment Partners, LLC
UNCHANGED2,0302,03000%$386.1K$427.4K+$41.3K2026-11-03
International Assets Investment Management, LLC
DECREASED2,0292,074-45-2%$394.3K$417.9K+$23.6K2026-11-02
Brick & Kyle, Associates
UNCHANGED2,0292,02900%$342.5K$427.1K+$84.6K2026-11-05
10Elms LLP
UNCHANGED2,0252,02500%$385.1K$426.3K+$41.2K2026-11-06
Axxcess Wealth Management, LLC
NEW2,013—+2,013——$423.8K—2026-10-21
Ulrich Consultants & Investment Group, LLC
NEW2,010—+2,010——$423.1K—2026-10-13
Altfest L J & Co Inc
DECREASED2,0052,051-46-2%$390.0K$422.0K+$32.0K2026-10-27
Compound Planning, Inc.
INCREASED2,0021,986+16+1%$377.7K$421.5K+$43.8K2026-11-05
Werba Rubin Papier Wealth Management
UNCHANGED1,9861,98600%$377.8K$418.2K+$40.4K2026-11-06
Fulton Breakefield Broenniman LLC
UNCHANGED1,9781,97800%$376.2K$416.4K+$40.2K2026-11-03
Dale Q Rice Investment Management Ltd
DECREASED1,9752,003-28-1%$381.0K$415.8K+$34.9K2026-10-09
Elm3 Financial Group, LLC
INCREASED1,9491,330+619+47%$253.0K$410.3K+$157.4K2026-10-07
Parcion Private Wealth LLC
UNCHANGED1,9401,94000%$369.0K$408.4K+$39.5K2026-10-28
RFG Advisory, LLC
INCREASED1,9111,837+74+4%$349.4K$402.3K+$52.9K2026-11-03
Castle Rock Wealth Management, LLC
INCREASED1,9101,430+480+34%$271.8K$387.9K+$116.1K2026-10-09
Mascagni Wealth Management, Inc.
INCREASED1,9051,807+98+5%$343.6K$401.0K+$57.4K2026-10-23
Sculati Wealth Management, LLC
UNCHANGED1,8951,89500%$359.6K$387.1K+$27.5K2026-10-19
Perigon Wealth Management, LLC
DECREASED1,8931,904-11-1%$362.2K$398.6K+$36.4K2026-10-22
B.A. Schrock Wealth Management, Inc.
NEW1,887—+1,887——$388.7K—2026-10-15
Regent Peak Wealth Advisors LLC
UNCHANGED1,8871,88700%$358.9K$397.3K+$38.4K2026-10-13
Northstar Asset Management Co
UNCHANGED1,8751,87500%$352.8K$396.7K+$43.9K2026-10-22
Bond & Devick Financial Network, Inc.
INCREASED1,8591,604+255+16%$305.1K$391.4K+$86.3K2026-10-23
Valeo Financial Advisors, LLC
INCREASED1,8181,646+172+10%$313.0K$382.8K+$69.9K2026-10-08
First Merchants Corp
UNCHANGED1,8101,81000%$344.2K$381.1K+$36.8K2026-10-15
Grant Private Wealth Management Inc
DECREASED1,8082,481-673-27%$471.9K$380.6K-$91.2K2026-10-19
Fairvoy Private Wealth, LLC
DECREASED1,7744,226-2,452-58%$803.7K$373.5K-$430.3K2026-10-19
Green Ridge Wealth Planning LLC
UNCHANGED1,7501,75000%$332.8K$368.4K+$35.6K2026-10-08
SeaBridge Investment Advisors LLC
DECREASED1,7361,742-60%$331.3K$365.5K+$34.2K2026-11-02
Retirement Planning Co of New England, Inc.
UNCHANGED1,7201,72000%$327.2K$362.2K+$35.0K2026-10-15
Parsons Capital Management Inc
INCREASED1,7171,115+602+54%$212.1K$361.5K+$149.4K2026-10-28
Creative Financial Designs Inc
UNCHANGED1,7111,71100%$325.4K$360.2K+$34.8K2026-11-04
John G Ullman & Associates Inc
UNCHANGED1,7001,70000%$323.3K$357.9K+$34.6K2026-11-04
Spinnaker Investment Group, LLC
UNCHANGED1,6951,69500%$322.4K$356.8K+$34.5K2026-10-13
Byrne Asset Management LLC
UNCHANGED1,6741,67400%$318.4K$344.8K+$26.4K2026-10-06
TD Waterhouse Canada Inc.
DECREASED1,6581,668-10-1%$316.7K$341.6K+$25.0K2026-10-16
Quartz Partners, LLC
NEW1,641—+1,641——$345.5K—2026-11-03
First Nebraska Trust Co
UNCHANGED1,6341,63400%$310.8K$344.0K+$33.2K2026-10-30
Millennium Capital Advisors, LLC
DECREASED1,6291,633-40%$310.6K$343.0K+$32.4K2026-10-16
Griffin Asset Management, Inc.
NEW1,591—+1,591——$335.0K—2026-10-22
UMB Bank, n.a.
UNCHANGED1,5851,58500%$301.5K$333.7K+$32.2K2026-11-06
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED1,5761,57600%$299.7K$331.8K+$32.1K2026-10-15
City Holding Co
INCREASED1,5701,507+63+4%$286.6K$330.5K+$43.9K2026-10-19
Sovran Advisors, LLC
INCREASED1,5651,490+75+5%$283.9K$341.0K+$57.1K2026-11-02
Bank of New Hampshire
DECREASED1,5421,767-225-13%$336.1K$324.6K-$11.4K2026-10-06
Juno Financial Group LLC
UNCHANGED1,5371,53700%$292.3K$323.6K+$31.3K2026-10-27
Oxler Private Wealth LLC
DECREASED1,5361,597-61-4%$303.7K$323.4K+$19.7K2026-10-21
HBW Advisory Services LLC
DECREASED1,5301,536-60%$292.1K$322.1K+$30.0K2026-10-15
Integrated Advisors Network LLC
INCREASED1,5251,180+345+29%$224.3K$321.0K+$96.7K2026-10-20
Penobscot Investment Management Company, Inc.
UNCHANGED1,5181,51800%$288.7K$319.6K+$30.9K2026-10-26
Wesbanco Bank Inc
DECREASED1,5003,000-1,500-50%$570.6K$315.8K-$254.8K2026-11-04
Vision Capital Management, Inc.
UNCHANGED1,5001,50000%$285.3K$315.8K+$30.5K2026-10-20
Level Four Advisory Services, LLC
INCREASED1,4981,335+163+12%$253.9K$315.4K+$61.5K2026-11-06
Platform Technology Partners
UNCHANGED1,4921,49200%$283.9K$314.2K+$30.4K2026-11-02
Fulcrum Equity Management
NEW1,488—+1,488——$313.3K—2026-10-21
Community Bank, N.A.
UNCHANGED1,4831,48300%$282.0K$312.2K+$30.2K2026-11-06
HBK Sorce Advisory LLC
DECREASED1,4741,489-15-1%$285.6K$309.6K+$23.9K2026-11-06
Objective Capital Management, LLC
UNCHANGED1,4671,46700%$279.0K$308.8K+$29.8K2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED1,4361,399+37+3%$266.1K$302.3K+$36.2K2026-10-19
Ignite Planners, LLC
DECREASED1,4201,644-224-14%$312.7K$299.0K-$13.7K2026-10-14
Clearwater Capital Advisors, LLC
DECREASED1,3842,314-930-40%$440.1K$291.4K-$148.7K2026-11-06
Daymark Wealth Partners, LLC
UNCHANGED1,3761,37600%$261.7K$289.7K+$28.0K2026-11-04
Marathon Capital Management
UNCHANGED1,3751,37500%$261.5K$289.5K+$28.0K2026-10-23
Caldwell Trust Co
UNCHANGED1,3681,36800%$260.2K$288.0K+$27.8K2026-10-30
Kaydan Wealth Management, Inc.
INCREASED1,3631,312+51+4%$249.5K$287.0K+$37.4K2026-10-08
High Net Worth Advisory Group LLC
UNCHANGED1,3501,35000%$256.8K$284.2K+$27.5K2026-10-26
Worth Financial Advisory Group, LLC
UNCHANGED1,3471,34700%$256.2K$283.6K+$27.4K2026-10-19
Florida Trust Wealth Management Co
UNCHANGED1,3441,34400%$255.6K$283.0K+$27.3K2026-11-05
First National Trust Co
NEW1,333—+1,333——$280.6K—2026-10-28
Mechanics Bank Trust Department
DECREASED1,3251,350-25-2%$256.8K$279.0K+$22.2K2026-10-13
TD Private Client Wealth LLC
DECREASED1,31612,383-11,067-89%$2.4M$277.1K-$2.1M2026-10-28
Matisse Capital
UNCHANGED1,3111,31100%$249.4K$276.0K+$26.7K2026-10-29
Ellsworth Advisors, LLC
INCREASED1,2871,276+11+1%$242.3K$271.0K+$28.6K2026-10-15
Register Financial Advisors LLC
UNCHANGED1,2681,26800%$241.2K$267.0K+$25.8K2026-10-23
North Star Investment Management Corp.
UNCHANGED1,2631,26300%$240.2K$265.9K+$25.7K2026-10-27
RDA Financial Network
DECREASED1,2451,268-23-2%$241.2K$262.1K+$21.0K2026-10-15
1834 Investment Advisors Co
NEW1,237—+1,237——$260.4K—2026-10-16
Keudell ison Wealth Management
UNCHANGED1,2351,23500%$234.9K$260.0K+$25.1K2026-10-16
Samalin Investment Counsel, LLC
UNCHANGED1,2321,23200%$234.2K$259.3K+$25.1K2026-10-23
Rockport Wealth LLC
INCREASED1,2271,137+90+8%$216.2K$258.3K+$42.1K2026-11-03
Winter & Associates, Inc.
NEW1,220—+1,220——$256.8K—2026-10-23
First Horizon Corp
UNCHANGED1,2171,21700%$231.5K$256.2K+$24.8K2026-10-26
LightSquare Wealth Management, LLC
DECREASED1,2161,217-10%$231.5K$256.1K+$24.6K2026-11-03
TCP Asset Management, LLC
UNCHANGED1,2141,21400%$231.0K$249.3K+$18.3K2026-10-14
Cornerstone Wealth Group, LLC
UNCHANGED1,2131,21300%$230.7K$255.4K+$24.7K2026-11-02
Sterling Investment Counsel, LLC
UNCHANGED1,2111,21100%$230.3K$255.0K+$24.6K2026-10-19
Edge Wealth Management LLC
DECREASED1,2011,227-26-2%$233.4K$253.8K+$20.4K2026-10-13
LFA - Lugano Financial Advisors SA
UNCHANGED1,2001,20000%$228.2K$252.6K+$24.4K2026-11-03
Selective Wealth Management, Inc.
UNCHANGED1,2001,20000%$227.7K$248.9K+$21.2K2026-10-16
Union Savings Bank
UNCHANGED1,2001,20000%$228.2K$252.6K+$24.4K2026-10-14
Next Level Private LLC
UNCHANGED1,1931,19300%$226.9K$251.2K+$24.3K2026-10-20
Embree Financial Group
UNCHANGED1,1871,18700%$225.7K$249.8K+$24.1K2026-10-22
Total Investment Management Inc
UNCHANGED1,1781,17800%$219.5K$248.0K+$28.4K2026-10-22
South Shore Capital Advisors
DECREASED1,1761,375-199-14%$261.5K$247.6K-$13.9K2026-10-20
EPG Wealth Management LLC
UNCHANGED1,1751,17500%$223.4K$247.3K+$23.9K2026-11-03
Greenleaf Trust
INCREASED1,1631,124+39+3%$213.8K$244.8K+$31.1K2026-10-29
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED1,1631,16300%$221.2K$244.9K+$23.7K2026-10-29
ASL Financial, LLC
DECREASED1,1401,175-35-3%$223.5K$240.0K+$16.5K2026-10-15
Atlas Private Wealth Advisors
UNCHANGED1,1401,14000%$216.8K$240.0K+$23.2K2026-10-23
E&G Advisors, LLC
NEW1,136—+1,136——$239.2K—2026-10-13
Orca Wealth Management, LLC
DECREASED1,1311,143-12-1%$217.3K$238.0K+$20.7K2026-10-14
Keystone Wealth Services, LLC
DECREASED1,1271,128-10%$214.4K$237.8K+$23.4K2026-11-03
Gilman Hill Asset Management, LLC
UNCHANGED1,1251,12500%$214.0K$236.8K+$22.9K2026-10-13
Harbour Trust & Investment Management Co
UNCHANGED1,1251,12500%$214.0K$236.8K+$22.9K2026-10-28
Tritonpoint Wealth, LLC
DECREASED1,1231,446-323-22%$275.1K$236.4K-$38.7K2026-10-19
Cornell Pochily Investment Advisors, Inc.
DECREASED1,1201,140-20-2%$216.8K$235.7K+$18.9K2026-10-19
Prism Advisors, Inc.
UNCHANGED1,1151,11500%$212.1K$223.5K+$11.5K2026-10-09
Seed Wealth Management, Inc.
UNCHANGED1,1151,11500%$212.1K$234.7K+$22.7K2026-10-20
Lee Financial Co
UNCHANGED1,1101,11000%$211.1K$233.7K+$22.6K2026-10-16
Whitener Capital Management, Inc.
UNCHANGED1,1101,11000%$211.1K$233.7K+$22.6K2026-10-15
Essex LLC
UNCHANGED1,1061,10600%$210.4K$232.8K+$22.5K2026-10-14
Bangor Savings Bank
UNCHANGED1,0991,09900%$209.0K$231.4K+$22.4K2026-10-06
Signature Estate & Investment Advisors LLC
NEW1,094—+1,094——$230.3K—2026-10-13
Whalen Wealth Management Inc.
NEW1,090—+1,090——$229.5K—2026-10-08
Private Trust Co NA
INCREASED1,075558+517+93%$106.1K$226.3K+$120.2K2026-10-20
Venture Visionary Partners LLC
UNCHANGED1,0731,07300%$204.1K$225.9K+$21.8K2026-10-07
J. Safra Sarasin Holding AG
NEW1,072—+1,072——$225.7K—2026-10-26
Black Diamond Financial, LLC
NEW1,055—+1,055——$222.1K—2026-10-26
Pittenger & Anderson Inc
UNCHANGED1,0501,05000%$199.7K$221.1K+$21.4K2026-11-02
Pictet North America Advisors SA
NEW1,047—+1,047——$220.4K—2026-10-21
PW Nova Financial Services LLC
DECREASED1,0451,428-383-27%$271.6K$220.0K-$51.6K2026-10-15
Bokf, NA
DECREASED1,0421,087-45-4%$206.7K$219.4K+$12.6K2026-10-27
Portfolio Resources Advisor Group, Inc.
INCREASED1,0421,037+5+0%$197.2K$219.4K+$22.1K2026-10-20
Blue Trust, Inc.
INCREASED1,037981+56+6%$186.7K$218.3K+$31.7K2026-10-15
Financial Partners Group, Inc
NEW1,024—+1,024——$215.5K—2026-10-19
Hudock, Inc.
NEW1,015—+1,015——$213.7K—2026-10-14
Annex Advisory Services, LLC
NEW1,013—+1,013——$213.3K—2026-10-16
Journey Advisory Group, LLC
DECREASED1,0101,062-52-5%$202.0K$212.6K+$10.7K2026-11-04
Washington Trust Co
NEW1,000—+1,000——$210.5K—2026-10-22
NavPoint Financial, Inc.
NEW1,000—+1,000——$210.5K—2026-10-21
Relyea Zuckerberg Hanson LLC
NEW1,000—+1,000——$210.6K—2026-10-20
Lake Street Private Wealth, LLC
NEW996—+996——$209.8K—2026-10-22
Baldwin Wealth Partners LLC
DECREASED9941,057-63-6%$201.0K$209.3K+$8.2K2026-10-13
Hapanowicz & Associates Financial Services, Inc
NEW992—+992——$208.8K—2026-10-29
SevenBridge Financial Group, LLC
DECREASED9921,417-425-30%$280.2K$208.8K-$71.3K2026-10-26
NWF Advisory Services Inc.
NEW989—+989——$208.2K—2026-10-19
Sonata Capital Group Inc
NEW975—+975——$205.3K—2026-10-19
Mogy Joel R Investment Counsel Inc
UNCHANGED97597500%$185.4K$205.3K+$19.8K2026-10-13
Willow Creek Wealth Management Inc.
NEW970—+970——$204.3K—2026-10-26
Quaker Wealth Management, LLC
UNCHANGED97097000%$184.5K$204.3K+$19.7K2026-10-22
MGO One Seven LLC
DECREASED9551,853-898-48%$352.4K$201.1K-$151.4K2026-10-28
Cdkv Holdings LLC
UNCHANGED91891800%$174.6K$193.3K+$18.7K2026-10-28
Golden State Wealth Management, LLC
INCREASED906706+200+28%$134.3K$190.7K+$56.5K2026-11-02
Sava Infond d.o.o.
UNCHANGED80080000%$152.2K$168.4K+$16.3K2026-10-28
Activest Wealth Management
UNCHANGED70870800%$134.6K$149.0K+$14.4K2026-10-15
Rossby Financial, LCC
INCREASED69897+601+620%$18.4K$147.0K+$128.5K2026-11-05
Signaturefd, LLC
INCREASED691576+115+20%$109.6K$145.5K+$35.9K2026-10-23
Finley Financial, LLC
UNCHANGED67567500%$128.4K$139.0K+$10.6K2026-10-28
Gamma Investing LLC
UNCHANGED66766700%$126.9K$140.5K+$13.6K2026-10-08
Mainstream Capital Management LLC
DECREASED6651,076-411-38%$204.6K$140.0K-$64.6K2026-10-23
Financial Perspectives, Inc
DECREASED656700-44-6%$133.2K$138.1K+$4.9K2026-11-03
Adkins Seale Capital Management LLC
UNCHANGED65565500%$124.6K$137.9K+$13.3K2026-10-27
FNY Investment Advisers, LLC
DECREASED6541,791-1,137-63%$340$137-$2032026-10-16
Winch Advisory Services, LLC
UNCHANGED65365300%$124.2K$137.5K+$13.3K2026-11-06
Cape Investment Advisory, Inc.
DECREASED645654-9-1%$124.4K$135.8K+$11.4K2026-10-13
Russell Investments Group, Ltd.
INCREASED644431+213+49%$82.0K$135.6K+$53.6K2026-11-06
Wilmington Savings Fund Society, FSB
UNCHANGED62862800%$119.4K$132.2K+$12.8K2026-10-23
Pacific Center for Financial Services
UNCHANGED62362300%$118.6K$131.2K+$12.7K2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED60960900%$116.0K$128.0K+$12.0K2026-11-04
Rossmore Private Capital
UNCHANGED59959900%$113.9K$126.1K+$12.2K2026-10-27
Alpine Bank Wealth Management
UNCHANGED58558500%$111.3K$123.2K+$11.9K2026-10-16
Barrett & Company, Inc.
UNCHANGED56656600%$107.6K$119.2K+$11.5K2026-10-22
First Bancorp, Inc
UNCHANGED53953900%$102.5K$113.5K+$11.0K2026-10-26
Compass Financial Management LLC
INCREASED521296+225+76%$56.3K$109.7K+$53.4K2026-10-30
Mather Group, Llc.
INCREASED511423+88+21%$80.5K$107.6K+$27.1K2026-10-14
Quintet Private Bank (Europe) S.A.
DECREASED500600-100-17%$114.1K$105.3K-$8.8K2026-10-08
Plante Moran Financial Advisors, LLC
DECREASED492591-99-17%$112.4K$103.6K-$8.8K2026-11-04
MassMutual Private Wealth & Trust, FSB
UNCHANGED48448400%$92.1K$101.9K+$9.8K2026-10-05
Madden Securities Corp
NEW476—+476——$100.2K—2026-10-27
Asset Dedication, LLC
DECREASED475490-15-3%$93.2K$100.0K+$6.8K2026-11-03
Rakuten Securities, Inc.
INCREASED450250+200+80%$47.5K$94.7K+$47.2K2026-11-02
GK Wealth Management LLC
NEW447—+447——$94.1K—2026-10-09
Bayban
UNCHANGED43243200%$82.2K$82.2K$02026-11-05
William Mack & Associates, Inc.
NEW421—+421——$88.6K—2026-10-27
Comprehensive Financial Planning, Inc.
UNCHANGED40640600%$77.2K$85.5K+$8.3K2026-10-27
Latitude Advisors, LLC
NEW400—+400——$84.2K—2026-10-27
Axiom Investment Management LLC
UNCHANGED40040000%$76.1K$84.2K+$8.1K2026-11-03
Archer Investment Corp
UNCHANGED37937900%$72.1K$79.8K+$7.7K2026-11-05
Murphy & Mullick Capital Management Corp
INCREASED362221+141+64%$42.0K$76.2K+$34.2K2026-11-02
Wolff Wiese Magana LLC
UNCHANGED32232200%$61.2K$67.8K+$6.5K2026-10-15
Security National Bank
UNCHANGED30030000%$57.1K$63.2K+$6.1K2026-10-26
Trifecta Capital Advisors, LLC
UNCHANGED30030000%$57.1K$63.2K+$6.1K2026-10-21
Thompson Investment Management, Inc.
UNCHANGED29129100%$55.3K$61.3K+$5.9K2026-10-14
Hurley Capital, LLC
UNCHANGED29029000%$55.2K$61.1K+$5.9K2026-11-05
Parkside Financial Bank & Trust
UNCHANGED26726700%$50.8K$56.2K+$5.4K2026-10-27
Hager Investment Management Services, LLC
UNCHANGED26026000%$49.4K$54.7K+$5.3K2026-11-04
High Note Wealth, LLC
UNCHANGED25725700%$48.9K$54.1K+$5.2K2026-10-27
Buck Wealth Strategies, LLC
DECREASED251452-201-44%$86.0K$52.8K-$33.1K2026-10-28
Trust Co of Toledo NA
UNCHANGED25025000%$47.5K$52.6K+$5.1K2026-10-16
Harbor Asset Planning, Inc.
UNCHANGED24824800%$47.2K$52.2K+$5.0K2026-10-23
Bradley & Co. Private Wealth Management, LLC
UNCHANGED24524500%$46.6K$51.6K+$5.0K2026-10-23
Key FInancial Inc
UNCHANGED24424400%$46.4K$51.4K+$5.0K2026-11-02
Angeles Wealth Management, LLC
UNCHANGED23723700%$45.1K$49.9K+$4.8K2026-10-26
Trust Co of Vermont
UNCHANGED23023000%$43.7K$48.4K+$4.7K2026-10-21
Global Trust Asset Management, LLC
NEW220—+220——$46.3K—2026-10-19
Transce3nd, LLC
NEW213—+213——$45.1K—2026-10-26
Armstrong Advisory Group, Inc
INCREASED209187+22+12%$35.6K$44.0K+$8.4K2026-10-09
Y.D. More Investments Ltd
DECREASED206385-179-46%$73.2K$43.4K-$29.9K2026-11-02
Highline Wealth Partners LLC
UNCHANGED20520500%$39.0K$43.2K+$4.2K2026-10-19
Dynamic Wealth Strategies, LLC
DECREASED200422-222-53%$80.3K$42.1K-$38.2K2026-10-16
Vermillion Wealth Management, Inc.
DECREASED199426-227-53%$81.0K$41.9K-$39.1K2026-10-26
Strengthening Families & Communities, LLC
UNCHANGED19319300%$36.7K$40.6K+$3.9K2026-10-21
Mascoma Wealth Management LLC
UNCHANGED18718700%$35.6K$39.4K+$3.8K2026-10-23
Tsfg, LLC
UNCHANGED18218200%$35$38+$32026-10-23
Advanced Asset Management Advisors Inc
UNCHANGED18018000%$34.2K$37.9K+$3.7K2026-10-20
Cordgrass Capital Advisors, LLC
DECREASED170189-19-10%$35.9K$35.8K-$1562026-10-30
Flagship Wealth Advisors, LLC
INCREASED16830+138+460%$5.7K$35.4K+$29.7K2026-11-03
Provenance Wealth Advisors, LLC
NEW167—+167——$35.2K—2026-10-30
Pension & Wealth Management Advisors, Inc.
INCREASED165145+20+14%$27.6K$34.8K+$7.2K2026-10-16
Rosenberg Matthew Hamilton
UNCHANGED16216200%$30.8K$34.1K+$3.3K2026-10-05
Addison Advisors LLC
UNCHANGED15015000%$28.5K$31.6K+$3.1K2026-11-06
Bell Investment Advisors, Inc
NEW138—+138——$29.1K—2026-10-29
Main Street Group, LTD
UNCHANGED13013000%$24.7K$27.4K+$2.6K2026-10-28
Ascentis Wealth Management, LLC
INCREASED123106+17+16%$20.2K$25.9K+$5.7K2026-11-03
WPG Advisers, LLC
UNCHANGED11711700%$22.3K$24.6K+$2.4K2026-10-27
SJS Investment Consulting Inc.
NEW115—+115——$24.2K—2026-10-26
West Branch Capital LLC
UNCHANGED11411400%$21.7K$24.0K+$2.3K2026-10-20
Friedenthal Financial
NEW110—+110——$23.2K—2026-10-27
Southern Michigan Bank & Trust
INCREASED110100+10+10%$19.0K$23.2K+$4.1K2026-10-19
Beacon Financial Strategies Corp
NEW106—+106——$22.3K—2026-10-14
Ascentis Independent Advisors
NEW106—+106——$22.4K—2026-11-03
Pathway Financial Advisers, LLC
NEW102—+102——$21.5K—2026-10-27
Financial Freedom, LLC
NEW101—+101——$21.2K—2026-11-06
Berbice Capital Management LLC
NEW100—+100——$21.1K—2026-10-13
Jnba Financial Advisors
NEW100—+100——$21.1K—2026-11-03
Nfsg Corp
NEW88—+88——$18.5K—2026-10-15
Winthrop Capital Management, LLC
UNCHANGED818100%$15$17.1K+$17.1K2026-11-05
Princeton Global Asset Management LLC
UNCHANGED808000%$15.2K$16.8K+$1.6K2026-10-21
Morton Brown Family Wealth, LLC
UNCHANGED797900%$15.0K$16.6K+$1.6K2026-10-23
High Point Wealth Management, LLC
UNCHANGED757500%$14.3K$15.8K+$1.5K2026-11-05
Richards, Merrill & Peterson, Inc.
UNCHANGED757500%$14.3K$15.8K+$1.5K2026-10-19
Sage Mountain Advisors LLC
UNCHANGED757500%$14.3K$15.8K+$1.5K2026-11-02
Coston, McIsaac & Partners
UNCHANGED747400%$14.0K$15.6K+$1.6K2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED727200%$13.7K$15.2K+$1.5K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED6950+19+38%$9.5K$14.5K+$5.0K2026-10-30
Creative Capital Management Investments LLC
UNCHANGED686800%$12.9K$14.3K+$1.4K2026-10-28
Kroeger Financial Partners
UNCHANGED686800%$12.9K$14.3K+$1.4K2026-10-19
Horrell Capital Management, Inc.
UNCHANGED656500%$12.4K$13.7K+$1.3K2026-10-08
Duncker Streett & Co Inc
UNCHANGED636300%$12.0K$13.3K+$1.3K2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED636300%$12.0K$13.3K+$1.3K2026-10-26
Gables Capital Management Inc.
UNCHANGED606000%$11.4K$12.6K+$1.2K2026-11-04
Lodestone Wealth Management LLC
DECREASED5862-4-6%$11.8K$12.3K+$4892026-10-14
Montgomery Financial Services LLC
UNCHANGED575700%$10.8K$12.0K+$1.2K2026-11-03
Wealth Enhancement Trust Services, Inc.
UNCHANGED555500%$10.5K$11.6K+$1.1K2026-10-07
Independence Bank of Kentucky
INCREASED5445+9+20%$8.6K$11.4K+$2.8K2026-10-26
Pioneer Family Office, LLC
DECREASED5355-2-4%$10.5K$11.2K+$6672026-10-30
Townsend Asset Management Corp
UNCHANGED525200%$9.9K$10.9K+$1.1K2026-10-29
Deutsche Bank Ag\
DECREASED50110-60-55%$20.9K$10.5K-$10.4K2026-11-06
Evermay Wealth Management LLC
UNCHANGED505000%$9.5K$10.5K+$1.0K2026-11-05
Trust Co
UNCHANGED505000%$9.5K$10.5K+$1.0K2026-10-09
MTM Investment Management, LLC
UNCHANGED464600%$8.8K$9.7K+$9402026-10-30
JFS Wealth Advisors, LLC
UNCHANGED454500%$8.6K$9.5K+$9152026-11-03
Powell Investment Advisors, LLC
UNCHANGED404000%$7.6K$8.4K+$8132026-10-22
Concord Wealth Partners
UNCHANGED393900%$7.4K$8.2K+$7942026-11-02
Nvest Wealth Strategies, Inc.
NEW35—+35——$7.4K—2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED353500%$6.7K$7.4K+$7122026-10-23
Tradewinds Capital Management, LLC
UNCHANGED353500%$6.7K$7.4K+$7122026-10-23
Polaris Financial Partners
NEW34—+34——$7—2026-10-02
Hilton Head Capital Partners, LLC
UNCHANGED343400%$6.5K$7.2K+$6922026-10-23
IMG Wealth Management, Inc.
UNCHANGED333300%$6.2K$6.9K+$6632026-10-27
Eastern Bank
UNCHANGED323200%$6.1K$6.7K+$6512026-10-05
Signature Resources Capital Management, LLC
UNCHANGED323200%$6.1K$6.7K+$6512026-10-16
Avion Wealth
UNCHANGED313100%$5$6+$12026-11-04
Hughes Financial Services, LLC
NEW25—+25——$5.5K—2026-10-30
Center for Financial Planning, Inc.
NEW25—+25——$5.3K—2026-10-26
GoalVest Advisory LLC
UNCHANGED252500%$4.8K$5.3K+$5082026-10-02
Quest 10 Wealth Builders, Inc.
UNCHANGED242400%$4.6K$5.1K+$4882026-11-02
Barnes Dennig Private Wealth Management LLC
UNCHANGED151500%$2.9K$3.2K+$3052026-10-30
Evolution Wealth Management Inc.
UNCHANGED141400%$2.7K$2.9K+$2842026-10-28
Smallwood Wealth Investment Management, LLC
UNCHANGED101000%$1.9K$2.1K+$2042026-10-30
TFC Financial Management, Inc.
NEW8—+8——$1.7K—2026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED8800%$1.5K$1.7K+$1622026-10-27
Signature Equity Partners, LLC
UNCHANGED7700%$1.3K$1.5K+$1432026-10-29
Edgemoor Investment Advisors, Inc.
NEW6—+6——$1.3K—2026-11-03
Abound Wealth Management
NEW5—+5——$1.1K—2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED5500%$951$1.1K+$1022026-10-06
Root Financial Partners, LLC
NEW4—+4——$842—2026-10-21
Covestor Ltd
UNCHANGED4400%$1$1$02026-10-30
Elevated Capital Advisors, LLC
UNCHANGED4400%$761$842+$812026-11-04
Mechanics Financial Corp
UNCHANGED3300%$571$632+$612026-11-05
Western Pacific Wealth Management, LP
UNCHANGED3300%$575$637+$622026-10-16
Clayton Financial Group LLC
NEW2—+2——$422—2026-10-13
Nemes Rush Group LLC
UNCHANGED2200%$381$422+$412026-11-04
Reyes Financial Architecture, Inc.
CLOSED052,885-52,885-100%$10.1M$0-$10.1M2026-10-22
GFS Advisors, LLC
CLOSED052,175-52,175-100%$35.9K$0-$35.9K2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED030,280-30,280-100%$5.8M$0-$5.8M2026-10-16
Littlejohn Financial Services, Inc.
CLOSED016,740-16,740-100%$3.2M$0-$3.2M2026-11-06
Alpha Wealth Funds, LLC
CLOSED05,000-5,000-100%$948.2K$0-$948.2K2026-11-05
Nikulski Financial, Inc.
CLOSED04,915-4,915-100%$934.8K$0-$934.8K2026-11-06
MSH Capital Advisors LLC
CLOSED04,088-4,088-100%$777.5K$0-$777.5K2026-11-03
Icici Prudential Asset Management Co Ltd
CLOSED03,877-3,877-100%$737.4K$0-$737.4K2026-11-06
Vanguard Capital Wealth Advisors
CLOSED02,125-2,125-100%$404.2K$0-$404.2K2026-10-16
Avidian Wealth Enterprises, LLC
CLOSED02,015-2,015-100%$383.2K$0-$383.2K2026-10-08
Money Concepts Capital Corp
CLOSED01,735-1,735-100%$330.0K$0-$330.0K2026-11-06
XML Financial, LLC
CLOSED01,555-1,555-100%$295.8K$0-$295.8K2026-10-29
TritonPoint Partners, LLC
CLOSED01,446-1,446-100%$275.1K$0-$275.1K2026-11-05
Madrona Financial Services, LLC
CLOSED01,294-1,294-100%$246.1K$0-$246.1K2026-10-23
AdvisorNet Financial, Inc
CLOSED0757-757-100%$143.9K$0-$143.9K2026-10-15
MCF Advisors LLC
CLOSED0600-600-100%$114.1K$0-$114.1K2026-10-28
Solstein Capital, LLC
CLOSED0330-330-100%$62.8K$0-$62.8K2026-11-02
Raleigh Capital Management Inc.
CLOSED0257-257-100%$48.9K$0-$48.9K2026-10-28
Cornerstone Planning Group LLC
CLOSED0225-225-100%$42.1K$0-$42.1K2026-10-16
Strategic Wealth Advisors LLC
CLOSED0208-208-100%$35$0-$352026-11-06
Union Bancaire Privee, UBP SA
CLOSED0150-150-100%$23.0K$0-$23.0K2026-11-04
Tucker Asset Management LLC
CLOSED093-93-100%$17.7K$0-$17.7K2026-10-29
Breakwater Investment Management
CLOSED063-63-100%$12.0K$0-$12.0K2026-10-20
Blueline Advisors LLC
CLOSED046-46-100%$7.0K$0-$7.0K2026-10-15
Stone House Investment Management, LLC
CLOSED016-16-100%$3.0K$0-$3.0K2026-10-23
LifeSteps Financial, Inc.
CLOSED010-10-100%$1.9K$0-$1.9K2026-10-15
Founders Capital Management
CLOSED06-6-100%$1.2K$0-$1.2K2026-10-13
Gen-Wealth Partners Inc
UNCHANGED000—$46$51+$52026-11-04
Bank of America Corp
N/A—6,875,131-6,875,131-100%$1.3B———
Morgan Stanley
N/A—3,320,977-3,320,977-100%$631.6M———
BNP Paribas Financial Markets
N/A—2,217,939-2,217,939-100%$421.8M———
Two Sigma Investments, LP
N/A—1,588,107-1,588,107-100%$302.0M———
Goldman Sachs Group Inc
N/A—1,176,177-1,176,177-100%$223.7M———
Envestnet Asset Management Inc
N/A—1,122,659-1,122,659-100%$213.5M———
Raymond James Financial Inc
N/A—1,050,594-1,050,594-100%$199.8M———
Wells Fargo & Company
N/A—1,029,643-1,029,643-100%$195.8M———
Commerce Bank
N/A—909,315-909,315-100%$172.9M———
UBS Group AG
N/A—862,373-862,373-100%$164.0M———
Royal Bank of Canada
N/A—749,649-749,649-100%$142.6M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—726,000-726,000-100%$138.1M———
Janney Montgomery Scott LLC
N/A—653,390-653,390-100%$124.3M———
JPMorgan Chase & Co
N/A—630,190-630,190-100%$119.6M———
Victory Capital Management Inc
N/A—234,310-234,310-100%$44.6M———
Stifel Financial Corp
N/A—174,738-174,738-100%$33.2M———
Rockefeller Capital Management L.P.
N/A—146,356-146,356-100%$27.8M———
Ameriprise Financial Inc
N/A—131,138-131,138-100%$25.1M———
Focus Partners Wealth
N/A—126,258-126,258-100%$24.0M———
Cetera Investment Advisers
N/A—115,804-115,804-100%$22.0M———
Erste Asset Management GmbH
N/A—102,330-102,330-100%$17.3M———
Osaic Holdings, Inc.
N/A—102,066-102,066-100%$19.4M———
Manufacturers Life Insurance Company, the
N/A—101,838-101,838-100%$19.4M———
Itau Unibanco Holding S.A.
N/A—98,876-98,876-100%$18.8M———
ExodusPoint Capital Management, LP
N/A—96,038-96,038-100%$18.3M———
Canada Life Assurance Co
N/A—88,085-88,085-100%$16.7M———
MAI Capital Management
N/A—86,701-86,701-100%$16.5M———
MML Investors Services, LLC
N/A—85,623-85,623-100%$16.3M———
D. E. Shaw & Co., Inc.
N/A—68,971-68,971-100%$13.1M———
Bronte Capital Management Pty Ltd.
N/A—65,807-65,807-100%$12.5M———
Cerity Partners LLC
N/A—63,694-63,694-100%$12.1M———
Beacon Pointe Advisors, LLC
N/A—63,297-63,297-100%$12.0M———
Tradition Wealth Management, LLC
N/A—62,184-62,184-100%$11.8M———
SG Americas Securities, LLC
N/A—60,345-60,345-100%$11.5M———
Parker Investment Management, LLC
N/A—54,803-54,803-100%$10.4M———
Brown Advisory Inc
N/A—54,793-54,793-100%$10.4M———
Capital Fund Management S.A.
N/A—53,145-53,145-100%$10.1M———
Waverly Advisors, LLC
N/A—52,515-52,515-100%$10.0M———
Millennium Management LLC
N/A—51,974-51,974-100%$9.9M———
Sanctuary Advisors, LLC
N/A—51,503-51,503-100%$9.8M———
Humankind Investments LLC
N/A—50,000-50,000-100%$9.5M———
Peapack Gladstone Financial Corp
N/A—49,951-49,951-100%$9.5M———
Steward Partners Investment Advisory, LLC
N/A—48,321-48,321-100%$9.2M———
Qube Research & Technologies Ltd
N/A—47,278-47,278-100%$9.0M———
L & S Advisors Inc
N/A—46,044-46,044-100%$8.8M———
HighTower Advisors, LLC
N/A—46,004-46,004-100%$8.7M———
Dafna Capital Management LLC
N/A—42,595-42,595-100%$8.1M———
Summit Financial, LLC
N/A—39,708-39,708-100%$7.6M———
Mmbg Investment Advisors Co.
N/A—37,637-37,637-100%$7.2M———
Bank of Montreal
N/A—35,445-35,445-100%$6.7M———
Bearing Point Capital, LLC
N/A—35,304-35,304-100%$6.7M———
Michelson Medical Research Foundation, Inc.
N/A—35,095-35,095-100%$6.7M———
Addison Capital Co
N/A—34,397-34,397-100%$6.5M———
Jones Financial Companies Lllp
N/A—33,901-33,901-100%$6.4M———
Equitable Holdings, Inc.
N/A—31,528-31,528-100%$6.0M———
Colonial Trust Advisors
N/A—31,392-31,392-100%$6.0M———
Aristides Capital LLC
N/A—30,406-30,406-100%$5.8M———
Mariner, LLC
N/A—29,542-29,542-100%$5.6M———
Volterra Technologies LP
N/A—29,297-29,297-100%$5.6M———
Gladstone Institutional Advisory LLC
N/A—27,582-27,582-100%$5.2M———
Concord Investment Counsel Inc.
N/A—27,445-27,445-100%$5.2M———
Northwestern Mutual Wealth Management Co
N/A—27,208-27,208-100%$5.2M———
Kera Capital Partners, Inc.
N/A—26,886-26,886-100%$5.1M———
Harbour Investment Management LLC
N/A—25,150-25,150-100%$4.8M———
Miller Investment Management, LP
N/A—25,040-25,040-100%$4.8M———
Militia Capital Management LLC
N/A—24,100-24,100-100%$4.6M———
Private Advisor Group, LLC
N/A—23,602-23,602-100%$4.5M———
Glenmede Trust Co NA
N/A—23,600-23,600-100%$4.5M———
Gotham Asset Management, LLC
N/A—23,519-23,519-100%$4.5M———
Baird Financial Group, Inc.
N/A—22,980-22,980-100%$4.4M———
Cofg Advisors, LLC
N/A—22,768-22,768-100%$4.3M———
Quantinno Capital Management LP
N/A—22,223-22,223-100%$4.2M———
Renaissance Technologies LLC
N/A—22,100-22,100-100%$4.2M———
Greenline Partners, LLC
N/A—21,569-21,569-100%$4.1M———
Martin & Co Inc
N/A—21,024-21,024-100%$4.0M———
CIBC Bancorp USA Inc.
N/A—20,331-20,331-100%$3.9M———
Susquehanna International Group, LLP
N/A—20,261-20,261-100%$3.9M———
Northern Trust Corp
N/A—20,236-20,236-100%$3.8M———
&partners
N/A—20,111-20,111-100%$3.8M———
Coastal Bridge Advisors, LLC
N/A—20,007-20,007-100%$3.8M———
NewEdge Advisors, LLC
N/A—19,622-19,622-100%$3.7M———
FMR LLC
N/A—18,641-18,641-100%$3.6M———
QVT Financial LP
N/A—18,497-18,497-100%$3.5M———
Atlantic Union Bankshares Corp
N/A—17,377-17,377-100%$3.3M———
United Capital Financial Advisors, LLC
N/A—16,928-16,928-100%$3.2M———
Blair William & Co
N/A—16,849-16,849-100%$3.2M———
EP Wealth Advisors, LLC
N/A—16,839-16,839-100%$3.2M———
ArchPoint Investors
N/A—16,750-16,750-100%$3.2M———
Tudor Investment Corp ET AL
N/A—16,732-16,732-100%$3.2M———
Sender Co & Partners, Inc.
N/A—16,209-16,209-100%$3.1M———
Choate Investment Advisors
N/A—15,352-15,352-100%$2.9M———
Avalon Trust Co
N/A—14,805-14,805-100%$2.8M———
BTG Pactual Asset Management US LLC
N/A—14,799-14,799-100%$2.8M———
Wealthfront Advisers LLC
N/A—14,753-14,753-100%$2.8M———
Captrust Financial Advisors
N/A—14,427-14,427-100%$2.7M———
Franklin Resources Inc
N/A—14,017-14,017-100%$2.7M———
Empirical Asset Management, LLC
N/A—13,997-13,997-100%$2.7M———
Mercer Global Advisors Inc
N/A—13,660-13,660-100%$2.6M———
FAS Wealth Partners, Inc.
N/A—13,419-13,419-100%$2.6M———
1ST Source Bank
N/A—13,311-13,311-100%$2.5M———
Belpointe Asset Management LLC
N/A—13,090-13,090-100%$2.5M———
Intellectus Partners, LLC
N/A—12,950-12,950-100%$2.5M———
Arcadia Wealth Management, Inc.
N/A—12,914-12,914-100%$2.5M———
Texas Yale Capital Corp.
N/A—12,840-12,840-100%$2.4M———
Transcend Capital Advisors, LLC
N/A—12,643-12,643-100%$2.4M———
AQR Capital Management LLC
N/A—12,417-12,417-100%$2.4M———
Bartlett & Co. Wealth Management LLC
N/A—12,231-12,231-100%$2.3M———
Security National Bank of Sioux City Iowa
N/A—12,187-12,187-100%$2.3M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—12,170-12,170-100%$2.3M———
Cresset Asset Management, LLC
N/A—11,649-11,649-100%$2.2M———
World Investment Advisors
N/A—11,631-11,631-100%$2.0M———
Twin Tree Management, LP
N/A—11,620-11,620-100%$2.2M———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—11,488-11,488-100%$2.2M———
KKM Financial LLC
N/A—11,454-11,454-100%$2.2M———
Bellwether Advisors, LLC
N/A—11,441-11,441-100%$2.2M———
Advisory Services Network, LLC
N/A—11,347-11,347-100%$2.2M———
Stratos Wealth Partners, Ltd.
N/A—11,171-11,171-100%$2.1M———
Composition Wealth, LLC
N/A—11,166-11,166-100%$2.1M———
Novak & Powell Financial Services, Inc.
N/A—11,077-11,077-100%$2.1M———
Arkadios Wealth Advisors
N/A—10,967-10,967-100%$2.1M———
Pinnacle Financial Partners, Inc.
N/A—10,693-10,693-100%$2.0M———
Dakota Wealth Management
N/A—10,607-10,607-100%$2.0M———
Main Street Financial Solutions, LLC
N/A—10,264-10,264-100%$2.0M———
Scotia Capital Inc.
N/A—10,222-10,222-100%$1.9M———
Security National Bank of SO DAK
N/A—10,056-10,056-100%$1.9M———
Garrison Point Advisors, LLC
N/A—9,944-9,944-100%$1.9M———
Edmond de Rothschild Holding S.A.
N/A—9,910-9,910-100%$1.9M———
Cannell & Spears LLC
N/A—9,843-9,843-100%$1.9M———
Bradley Foster & Sargent Inc
N/A—9,175-9,175-100%$1.7M———
Audent Global Asset Management, LLC
N/A—9,167-9,167-100%$1.7M———
Arrowroot Family Office, LLC
N/A—8,951-8,951-100%$1.7M———
Integrated Wealth Concepts LLC
N/A—8,547-8,547-100%$1.6M———
NewEdge Wealth, LLC
N/A—8,313-8,313-100%$1.6M———
Colonial Trust Co / SC
N/A—8,302-8,302-100%$1.6M———
Pathstone Holdings, LLC
N/A—8,071-8,071-100%$1.5M———
Tidal Investments LLC
N/A—7,952-7,952-100%$1.5M———
Vestmark Advisory Solutions, Inc.
N/A—7,930-7,930-100%$1.5M———
Stephens Inc
N/A—7,737-7,737-100%$1.5M———
Tudor Financial Inc.
N/A—7,487-7,487-100%$1.4M———
Clark Capital Management Group, Inc.
N/A—6,979-6,979-100%$1.3M———
Banco Santander, S.A.
N/A—6,846-6,846-100%$1.3M———
Knightsbridge Asset Management, LLC
N/A—6,750-6,750-100%$1.3M———
CIBC World Market Inc.
N/A—6,666-6,666-100%$1.3M———
LM Advisors LLC
N/A—6,624-6,624-100%$1.3M———
O'rourke & Company, Inc
N/A—6,521-6,521-100%$1.2M———
BlackRock, Inc.
N/A—6,520-6,520-100%$1.2M———
Baltimore-Washington Financial Advisors, Inc.
N/A—6,516-6,516-100%$1.2M———
UBS Asset Management Americas LLC
N/A—6,448-6,448-100%$1.2M———
FIL Ltd
N/A—6,381-6,381-100%$1.2M———
Wealthspire Advisors, LLC
N/A—6,379-6,379-100%$1.2M———
Webster Bank, N. A.
N/A—6,241-6,241-100%$1.2M———
Snowden Capital Advisors LLC
N/A—6,185-6,185-100%$1.2M———
Essex Financial Services, Inc.
N/A—6,121-6,121-100%$1.2M———
Proffitt & Goodson Inc
N/A—6,119-6,119-100%$1.2M———
Fidelis Capital Partners, LLC
N/A—5,799-5,799-100%$1.1M———
Cary Street Partners Investment Advisory LLC
N/A—5,794-5,794-100%$1.1M———
Sound View Wealth Advisors Group, LLC
N/A—5,612-5,612-100%$1.1M———
Knott David M Jr
N/A—5,500-5,500-100%$1.0M———
Raelipskie Partnership
N/A—5,280-5,280-100%$1.0M———
OneDigital Investment Advisors LLC
N/A—5,259-5,259-100%$1.0M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—5,240-5,240-100%$996.6K———
Cladis Investment Advisory, LLC
N/A—5,175-5,175-100%$984.2K———
Dearborn Partners LLC
N/A—5,162-5,162-100%$981.7K———
Federation des caisses Desjardins du Quebec
N/A—5,096-5,096-100%$968.7K———
Ameritas Advisory Services, LLC
N/A—5,096-5,096-100%$969.2K———
IEQ Capital, LLC
N/A—5,062-5,062-100%$962.7K———
New Paradigm Capital Management, LLC
N/A—5,000-5,000-100%$951.0K———
Hurricane Capital Advisors LLC
N/A—5,000-5,000-100%$951.0K———
Smith, Moore & Co.
N/A—4,924-4,924-100%$936.5K———
Marco Investment Management LLC
N/A—4,916-4,916-100%$935.0K———
Arax Advisory Partners
N/A—4,914-4,914-100%$934.6K———
Nomura Asset Management Co LTD
N/A—4,846-4,846-100%$921.7K———
Maxele Advisors, LLC
N/A—4,755-4,755-100%$904.4K———
Philadelphia Investment Partners, LLC
N/A—4,665-4,665-100%$888.4K———
Sumitomo Mitsui Financial Group, Inc.
N/A—4,601-4,601-100%$875.1K———
PFG Investments, LLC
N/A—4,581-4,581-100%$871.2K———
Whittier Trust Co
N/A—4,562-4,562-100%$891.0K———
Haverford Trust Co
N/A—4,470-4,470-100%$850.1K———
Stonebridge Capital Management Inc
N/A—4,455-4,455-100%$847.3K———
Rothschild Investment LLC
N/A—4,425-4,425-100%$841.6K———
EFG International AG
N/A—4,378-4,378-100%$833.0K———
Moneta Group Investment Advisors LLC
N/A—4,365-4,365-100%$830.2K———
Fort Sheridan Advisors LLC
N/A—4,329-4,329-100%$823.3K———
Navis Wealth Advisors, LLC
N/A—4,210-4,210-100%$800.6K———
Monograph Wealth Advisors, LLC
N/A—4,200-4,200-100%$798.8K———
Stratos Wealth Advisors, LLC
N/A—4,193-4,193-100%$797.6K———
Headinvest, LLC
N/A—4,156-4,156-100%$790.4K———
Brown Brothers Harriman & Co
N/A—4,088-4,088-100%$777.5K———
Sovereign Financial Group, Inc.
N/A—4,083-4,083-100%$776.5K———
GeoWealth Management, LLC
N/A—4,017-4,017-100%$763.8K———
AFT, Forsyth & Company, Inc.
N/A—4,017-4,017-100%$764.2K———
Pine Valley Investments Ltd Liability Co
N/A—3,992-3,992-100%$759.3K———
Johnson Investment Counsel Inc
N/A—3,985-3,985-100%$757.9K———
CreativeOne Wealth, LLC
N/A—3,897-3,897-100%$741.2K———
Verity Wealth Advisors
N/A—3,860-3,860-100%$734.2K———
Kingsview Wealth Management, LLC
N/A—3,833-3,833-100%$728.9K———
RWA Wealth Partners, LLC
N/A—3,829-3,829-100%$728.2K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,743-3,743-100%$711.9K———
Magnolia Capital Advisors LLC
N/A—3,565-3,565-100%$678.0K———
Chelsea Counsel Co
N/A—3,500-3,500-100%$665.7K———
Kintra Wealth, LLC
N/A—3,479-3,479-100%$692.2K———
Glassman Wealth Services
N/A—3,476-3,476-100%$661.1K———
Liberty Wealth Management LLC
N/A—3,447-3,447-100%$582.1K———
Banque Transatlantique SA
N/A—3,447-3,447-100%$655.6K———
Caprock Group, LLC
N/A—3,437-3,437-100%$653.7K———
Abbot Financial Management, Inc.
N/A—3,384-3,384-100%$643.6K———
Great Valley Advisor Group, Inc.
N/A—3,362-3,362-100%$639.9K———
Kelman-Lazarov, Inc.
N/A—3,258-3,258-100%$619.6K———
Sequoia Financial Advisors, LLC
N/A—3,258-3,258-100%$619.7K———
Benjamin Edwards Inc
N/A—3,231-3,231-100%$614.5K———
Walleye Capital LLC
N/A—3,202-3,202-100%$609.0K———
Lansing Street Advisors
N/A—3,123-3,123-100%$594.0K———
Coastwise Capital Group, LLC
N/A—3,123-3,123-100%$593.9K———
King Wealth Management Group
N/A—3,102-3,102-100%$590.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—3,085-3,085-100%$586.6K———
Tyche Wealth Partners LLC
N/A—3,071-3,071-100%$584.0K———
BFC Planning, Inc.
N/A—3,001-3,001-100%$570.8K———
Whittier Trust Co of Nevada Inc
N/A—2,992-2,992-100%$593.1K———
Fiduciary Trust Co
N/A—2,970-2,970-100%$564.9K———
Bravias Capital Group, LLC
N/A—2,956-2,956-100%$562.3K———
Peregrine Asset Advisers, Inc.
N/A—2,916-2,916-100%$554.6K———
Mutual Advisors, LLC
N/A—2,872-2,872-100%$546.3K———
Nwam LLC
N/A—2,865-2,865-100%$545.0K———
Harbour Investments, Inc.
N/A—2,840-2,840-100%$540.1K———
Pacific SUN Financial Corp
N/A—2,833-2,833-100%$538.8K———
Kiley Juergens Wealth Management, LLC
N/A—2,795-2,795-100%$531.5K———
Navellier & Associates Inc
N/A—2,794-2,794-100%$531.4K———
Wescott Financial Advisory Group, LLC
N/A—2,769-2,769-100%$526.6K———
Clare Market Investments LLC
N/A—2,760-2,760-100%$525.0K———
Simmons Bank
N/A—2,625-2,625-100%$499.2K———
Group One Trading LLC
N/A—2,622-2,622-100%$498.7K———
Chancellor Financial Group WB LP
N/A—2,599-2,599-100%$494.3K———
Kovack Advisors, Inc.
N/A—2,551-2,551-100%$485.0K———
Beckerman Institutional, LLC
N/A—2,528-2,528-100%$480.8K———
Phillips Wealth Planners LLC
N/A—2,520-2,520-100%$499.5K———
O'shaughnessy Asset Management, LLC
N/A—2,517-2,517-100%$478.7K———
GSA Capital Partners LLP
N/A—2,481-2,481-100%$472.0K———
RB Capital Management, LLC
N/A—2,473-2,473-100%$470.4K———
Continuum Advisory, LLC
N/A—2,468-2,468-100%$469.4K———
Flputnam Investment Management Co
N/A—2,441-2,441-100%$442.7K———
Timbuktu Capital Management, LLC
N/A—2,439-2,439-100%$463.9K———
Berger Financial Group, Inc
N/A—2,364-2,364-100%$449.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,363-2,363-100%$449.3K———
Cassady Wealth & Retirement Planning, LLC
N/A—2,317-2,317-100%$440.7K———
Neuberger Berman Group LLC
N/A—2,301-2,301-100%$437.6K———
AE Wealth Management LLC
N/A—2,282-2,282-100%$433.9K———
Keystone Financial Group
N/A—2,282-2,282-100%$434.0K———
IFG Advisory, LLC
N/A—2,241-2,241-100%$426.1K———
SlateStone Wealth, LLC
N/A—2,180-2,180-100%$415.0K———
Dover Advisors, LLC
N/A—2,173-2,173-100%$366.7K———
Coldstream Capital Management Inc
N/A—2,084-2,084-100%$396.4K———
Beck Capital Management, LLC
N/A—2,050-2,050-100%$389.8K———
National Bank of Canada
N/A—2,029-2,029-100%$383.2K———
Bay Rivers Group
N/A—2,026-2,026-100%$385.2K———
Price T Rowe Associates Inc
N/A—2,000-2,000-100%$381.0K———
Elk River Wealth Management LLC
N/A—1,990-1,990-100%$378.5K———
M&T Bank Corp
N/A—1,990-1,990-100%$378.5K———
Xcelsior Advisor Partners LLC
N/A—1,961-1,961-100%$373.0K———
NorthRock Partners, LLC
N/A—1,940-1,940-100%$369.0K———
Aptus Capital Advisors, LLC
N/A—1,929-1,929-100%$366.9K———
Banque Cantonale Vaudoise
N/A—1,905-1,905-100%$362.0K———
Calton & Associates, Inc.
N/A—1,900-1,900-100%$361.4K———
NCM Capital Management, LLC
N/A—1,865-1,865-100%$354.7K———
MTM Financial Group, LLC
N/A—1,857-1,857-100%$353.2K———
ESL Trust Services, LLC
N/A—1,800-1,800-100%$342.3K———
Bluespring Wealth Management, LLC
N/A—1,795-1,795-100%$341.4K———
PAX Financial Group, LLC
N/A—1,789-1,789-100%$340.3K———
Global Retirement Partners, LLC
N/A—1,782-1,782-100%$338.9K———
Western Wealth Management, LLC
N/A—1,771-1,771-100%$336.8K———
Asset Management Group, Inc.
N/A—1,756-1,756-100%$334.0K———
Heritage Wealth Advisors
N/A—1,750-1,750-100%$332.8K———
Principal Securities, Inc.
N/A—1,735-1,735-100%$330.0K———
Lcnb Corp
N/A—1,720-1,720-100%$327.1K———
Ancora Advisors LLCA
N/A—1,712-1,712-100%$325.7K———
RPS Advisory Solutions LLC
N/A—1,711-1,711-100%$325.4K———
IHT Wealth Management, LLC
N/A—1,710-1,710-100%$325.1K———
Rehmann Capital Advisory Group
N/A—1,693-1,693-100%$322.0K———
Red Door Wealth Management, LLC
N/A—1,682-1,682-100%$319.8K———
Ausdal Financial Partners, Inc.
N/A—1,627-1,627-100%$309.6K———
Argent Trust Co
N/A—1,618-1,618-100%$307.7K———
Pack Private Wealth, LLC
N/A—1,614-1,614-100%$307.0K———
Verition Fund Management LLC
N/A—1,602-1,602-100%$304.7K———
Ally Invest Advisors Inc.
N/A—1,571-1,571-100%$298.7K———
SSI Investment Management LLC
N/A—1,567-1,567-100%$298.0K———
Vance Wealth, LLC
N/A—1,552-1,552-100%$295.3K———
Apriem Advisors
N/A—1,545-1,545-100%$293.8K———
HSBC Holdings PLC
N/A—1,541-1,541-100%$293.1K———
Regal Investment Advisors LLC
N/A—1,533-1,533-100%$291.6K———
Dorsey & Whitney Trust Co LLC
N/A—1,530-1,530-100%$291.0K———
IFC Advisors LLC
N/A—1,513-1,513-100%$287.8K———
Broyhill Asset Management, LLC
N/A—1,500-1,500-100%$285.3K———
Anchor Investment Management, LLC
N/A—1,475-1,475-100%$280.6K———
Sargent Investment Group, LLC
N/A—1,449-1,449-100%$275.6K———
Syon Capital LLC
N/A—1,434-1,434-100%$272.7K———
GTS Securities LLC
N/A—1,399-1,399-100%$266.1K———
Hikari Tsushin, Inc.
N/A—1,373-1,373-100%$261.1K———
Cahill Financial Advisors Inc
N/A—1,370-1,370-100%$260.5K———
One Capital Management, LLC
N/A—1,356-1,356-100%$229.0K———
Empower Advisory Group, LLC
N/A—1,351-1,351-100%$256.9K———
Beck Bode, LLC
N/A—1,350-1,350-100%$256.8K———
Stonebridge Financial Group, LLC
N/A—1,305-1,305-100%$248.0K———
Circle Wealth Management, LLC
N/A—1,302-1,302-100%$247.6K———
QRG Capital Management, Inc.
N/A—1,291-1,291-100%$245.5K———
Pettyjohn, Wood & White, Inc
N/A—1,260-1,260-100%$239.6K———
HighPoint Advisor Group LLC
N/A—1,245-1,245-100%$236.7K———
Savvy Advisors, Inc.
N/A—1,239-1,239-100%$235.6K———
Passive Capital Management, Llc.
N/A—1,238-1,238-100%$208.9K———
Vista Investment Management
N/A—1,230-1,230-100%$233.9K———
Fairfield, Bush & Co.
N/A—1,223-1,223-100%$232.6K———
Huntington National Bank
N/A—1,218-1,218-100%$231.7K———
TriCert Investment Counsel Inc.
N/A—1,215-1,215-100%$231.1K———
Bragg Financial Advisors, Inc
N/A—1,215-1,215-100%$231.1K———
Alerus Financial NA
N/A—1,206-1,206-100%$229.4K———
Modern Wealth Management, LLC
N/A—1,204-1,204-100%$229.0K———
Aureus Asset Management, LLC
N/A—1,200-1,200-100%$228.2K———
Portland Global Advisors LLC
N/A—1,200-1,200-100%$228.2K———
Sand Hill Global Advisors, LLC
N/A—1,187-1,187-100%$225.8K———
Retirement Income Solutions, Inc
N/A—1,186-1,186-100%$200.3K———
Edgestream Partners, L.P.
N/A—1,181-1,181-100%$224.6K———
Clearbridge Investments, LLC
N/A—1,180-1,180-100%$224.4K———
Founders Financial Alliance, LLC
N/A—1,177-1,177-100%$223.9K———
Leigh Baldwin & Co., LLC
N/A—1,176-1,176-100%$223.7K———
Brookwood Investment Group LLC
N/A—1,175-1,175-100%$223.5K———
ST Germain D J Co Inc
N/A—1,170-1,170-100%$222.5K———
Caldwell Sutter Capital, Inc.
N/A—1,142-1,142-100%$217.2K———
Schnieders Capital Management, Llc.
N/A—1,134-1,134-100%$215.7K———
Broadleaf Partners, LLC
N/A—1,133-1,133-100%$215.5K———
Lazard Asset Management LLC
N/A—1,127-1,127-100%$214.3K———
Ballentine Partners, LLC
N/A—1,080-1,080-100%$205.4K———
Keebeck Wealth Management
N/A—1,075-1,075-100%$204.5K———
Betterment LLC
N/A—1,064-1,064-100%$202.0K———
Greykasell Wealth Strategies, Inc.
N/A—1,064-1,064-100%$202.4K———
Hilltop Partners LLC
N/A—1,056-1,056-100%$200.9K———
WJ Financial Advisors LLC
N/A—1,054-1,054-100%$200.5K———
PIN OAK Investment Advisors Inc
N/A—978-978-100%$186.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—966-966-100%$183.6K———
Centaurus Financial, Inc.
N/A—944-944-100%$180.0K———
Minot DeBlois Advisors LLC
N/A—850-850-100%$161.7K———
Wick Capital Partners, LLC
N/A—832-832-100%$533.1K———
Bessemer Group Inc
N/A—829-829-100%$158.0K———
Innovative Asset Advisors Group, LLC
N/A—819-819-100%$155.8K———
Smithfield Trust Co
N/A—800-800-100%$152.0K———
LOM Asset Management Ltd
N/A—740-740-100%$140.7K———
Strategic Wealth Partners, Ltd.
N/A—613-613-100%$116.6K———
McMillan Office, Inc.
N/A—600-600-100%$114.1K———
Strive Financial Group,LLC
N/A—587-587-100%$111.6K———
Fourth Dimension Wealth, LLC
N/A—570-570-100%$108.4K———
Howe & Rusling Inc
N/A—556-556-100%$105.7K———
HighMark Wealth Management LLC
N/A—547-547-100%$104.1K———
IMA Advisory Services, Inc.
N/A—541-541-100%$103.0K———
Westfuller Advisors, LLC
N/A—527-527-100%$100.3K———
Medallion Wealth Advisors, LLC
N/A—510-510-100%$97.0K———
Wellington-Altus USA Inc.
N/A—510-510-100%$86.1K———
Matrix Private Capital Group LLC
N/A—400-400-100%$76.1K———
Keating Financial Advisory Services, Inc.
N/A—384-384-100%$73.0K———
SOA Wealth Advisors, Llc.
N/A—363-363-100%$69.0K———
Glen Eagle Advisors, LLC
N/A—360-360-100%$68.4K———
Geneos Wealth Management Inc.
N/A—348-348-100%$66.2K———
SummitTX Capital, L.P.
N/A—340-340-100%$64.7K———
Bollard Group LLC
N/A—334-334-100%$64.0K———
Cary Street Partners Financial LLC
N/A—330-330-100%$62.8K———
Crews Bank & Trust
N/A—330-330-100%$62.8K———
Fiduciary Financial Advisors
N/A—330-330-100%$62.4K———
N.E.W. Advisory Services LLC
N/A—272-272-100%$51.7K———
HM Payson & Co
N/A—265-265-100%$50.4K———
Bogart Wealth, LLC
N/A—262-262-100%$49.8K———
Monetary Management Group Inc
N/A—250-250-100%$47.5K———
SHP Wealth Management
N/A—246-246-100%$46.8K———
Financial Gravity Companies, Inc.
N/A—231-231-100%$43.9K———
VSM Wealth Advisory, LLC
N/A—228-228-100%$43.4K———
Copia Wealth Management
N/A—204-204-100%$38.8K———
Darwin Wealth Management, LLC
N/A—200-200-100%$38.1K———
Consultiva Wealth Management, Corp.
N/A—200-200-100%$38.0K———
Family Manage LLC
N/A—184-184-100%$35.0K———
Horizon Bancorp Inc
N/A—181-181-100%$34.0K———
HHM Wealth Advisors, LLC
N/A—175-175-100%$33.3K———
Prestige Wealth Management Group LLC
N/A—159-159-100%$30.2K———
Dunhill Financial, LLC
N/A—153-153-100%$29.1K———
Basepoint Wealth LLC
N/A—152-152-100%$28.8K———
CVA Family Office, LLC
N/A—150-150-100%$28.5K———
Mpwm Advisory Solutions, LLC
N/A—140-140-100%$26.6K———
Godfrey Financial Associates, Inc.
N/A—140-140-100%$26.6K———
Providence Capital Advisors, LLC
N/A—135-135-100%$25.7K———
Johnson Financial Group, Inc.
N/A—125-125-100%$23.8K———
JDM Financial Group LLC
N/A—121-121-100%$23.0K———
Cbiz Investment Advisory Services, LLC
N/A—114-114-100%$19.2K———
Raffa Wealth Management, LLC
N/A—106-106-100%$20.2K———
Synergy Investment Management, LLC
N/A—106-106-100%$20.1K———
Bravera Wealth
N/A—105-105-100%$20.0K———
Vision Retirement, LLC
N/A—100-100-100%$19.0K———
Ramirez Asset Management, Inc.
N/A—100-100-100%$19.0K———
Morris Financial Concepts, Inc.
N/A—90-90-100%$17.1K———
Abound Financial, LLC
N/A—87-87-100%$16.5K———
SouthState Bank Corp
N/A—82-82-100%$15.6K———
Sittner & Nelson, LLC
N/A—80-80-100%$15.2K———
WealthCollab, LLC
N/A—78-78-100%$14.8K———
Centennial Bank
N/A—75-75-100%$14.3K———
Rialto Wealth Management, LLC
N/A—60-60-100%$11.4K———
Coppell Advisory Solutions LLC
N/A—60-60-100%$493.5K———
FWL Investment Management, LLC
N/A—52-52-100%$9.9K———
Smartleaf Asset Management LLC
N/A—49-49-100%$9.3K———
Napier Financial, LLC
N/A—45-45-100%$8.6K———
Motco
N/A—42-42-100%$8.0K———
Nova Wealth Management, Inc.
N/A—40-40-100%$7.6K———
Highland Investment Advisors LLC
N/A—40-40-100%$7.7K———
Cardiff Park Advisors, LLC
N/A—37-37-100%$7.1K———
1 North Wealth Services LLC
N/A—37-37-100%$7.1K———
Game Plan Financial Advisors, LLC
N/A—34-34-100%$6.5K———
Ameritas Investment Partners, Inc.
N/A—30-30-100%$5.7K———
Richard W. Paul & Associates, LLC
N/A—28-28-100%$5.3K———
Aberdeen Wealth Management LLC
N/A—20-20-100%$3.8K———
Ameriflex Group, Inc.
N/A—20-20-100%$3.8K———
Ogorek Anthony Joseph
N/A—20-20-100%$3———
Allied Private Wealth LLC
N/A—16-16-100%$3.1K———
Purpose Unlimited Inc.
N/A—15-15-100%$2.9K———
Millstone Evans Group, LLC
N/A—15-15-100%$2.9K———
Oakmont Advisory Group, LLC
N/A—13-13-100%$2.5K———
Hantz Financial Services, Inc.
N/A—10-10-100%$2———
Meramec Financial Planners, LLC
N/A—4-4-100%$754———
Top Private Wealth Llc.
N/A—4-4-100%$761———
Morse Asset Management, Inc
N/A—2-2-100%$380———
Showing 1052 of 1052 institutions