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Ishares Russell 1000 Growth (IWF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
DECREASED
Shares8,118,824 from 8,224,600
Change-105,776 (-1%)
Value$1.0B (-$4.3M)
Filed 2026-10-30
Signaturefd, LLC
INCREASED
Shares7,381,400 from 7,236,734
Change+144,666 (+2%)
Value$924.6M (+$26.0M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
DECREASED
Shares6,233,403 from 6,714,484
Change-481,081 (-7%)
Value$780.8M (-$52.9M)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares4,712,379 from 4,780,386
Change-68,007 (-1%)
Value$590.3M (-$3.3M)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares3,763,524 from 3,833,812
Change-70,288 (-2%)
Value$471.4M (-$4.6M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares3,664,182 from 3,781,112
Change-116,930 (-3%)
Value$459.0M (-$10.5M)
Filed 2026-11-05
Globalt Investments LLC / GA
DECREASED
Shares3,567,446 from 3,659,660
Change-92,214 (-3%)
Value$446.9M (-$7.6M)
Filed 2026-10-27
71 West Capital Partners
INCREASED
Shares3,510,389 from 3,504,688
Change+5,701 (+0%)
Value$439.7M (+$4.5M)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED
Shares3,079,974 from 3,004,395
Change+75,579 (+3%)
Value$385.8M (+$12.7M)
Filed 2026-10-21
Choreo, LLC
INCREASED
Shares2,601,713 from 2,534,323
Change+67,390 (+3%)
Value$325.9M (+$11.2M)
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares2,264,805 from 2,285,661
Change-20,856 (-1%)
Value$283.7M (-$121.1K)
Filed 2026-11-04
Waldron Private Wealth LLC
DECREASED
Shares2,144,919 from 2,195,611
Change-50,692 (-2%)
Value$268.7M (-$4.0M)
Filed 2026-11-02
Creative Planning
DECREASED
Shares1,807,976 from 1,869,072
Change-61,096 (-3%)
Value$226.5M (-$5.6M)
Filed 2026-11-02
Confluence Wealth Services, Inc.
INCREASED
Shares1,782,056 from 1,515,232
Change+266,824 (+18%)
Value$223.2M (+$35.1M)
Filed 2026-11-05
Regions Financial Corp
DECREASED
Shares1,781,741 from 1,798,498
Change-16,757 (-1%)
Value$223.2M (-$138.6K)
Filed 2026-11-05
Stairway Partners, LLC
INCREASED
Shares1,581,044 from 1,579,113
Change+1,931 (+0%)
Value$198.0M (+$2.0M)
Filed 2026-10-02
D.A. Davidson & Co.
INCREASED
Shares1,502,938 from 1,490,000
Change+12,938 (+1%)
Value$188.3M (+$3.2M)
Filed 2026-10-28
Oakworth Capital, Inc.
INCREASED
Shares1,477,023 from 1,473,997
Change+3,026 (+0%)
Value$185.0M (+$2.6M)
Filed 2026-10-26
J.Safra Asset Management Corp
INCREASED
Shares1,303,780 from 1,260,693
Change+43,087 (+3%)
Value$163.3M (+$6.8M)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares1,296,344 from 1,288,697
Change+7,647 (+1%)
Value$162.4M (+$2.4M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,296,214 from 1,248,519
Change+47,695 (+4%)
Value$163.4M (+$9.8M)
Filed 2026-10-13
Cullen T Bankers, Inc.
DECREASED
Shares1,191,857 from 1,288,814
Change-96,957 (-8%)
Value$149.3M (-$10.7M)
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares1,133,626 from 711,692
Change+421,934 (+59%)
Value$142.3M (+$54.0M)
Filed 2026-11-05
Modera Wealth Management, LLC
DECREASED
Shares1,068,833 from 1,078,508
Change-9,675 (-1%)
Value$133.9M (-$36.3K)
Filed 2026-10-28
Simon Quick Advisors, LLC
DECREASED
Shares956,716 from 994,081
Change-37,365 (-4%)
Value$119.8M (-$3.6M)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares885,067 from 876,866
Change+8,201 (+1%)
Value$110.9M (+$2.0M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares789,025 from 811,537
Change-22,512 (-3%)
Value$98.8K (-$100.7M)
Filed 2026-11-02
Stephens Group Asset Management, LLC
INCREASED
Shares765,350 from 733,771
Change+31,579 (+4%)
Value$95.9M (+$4.8M)
Filed 2026-10-09
Cedar Mountain Advisors, LLC
DECREASED
Shares757,655 from 771,325
Change-13,670 (-2%)
Value$94.9M (-$871.5K)
Filed 2026-10-15
First Business Financial Services, Inc.
INCREASED
Shares735,798 from 731,884
Change+3,914 (+1%)
Value$92.2M (+$1.3M)
Filed 2026-10-29
Keybank National Association
DECREASED
Shares732,793 from 788,137
Change-55,344 (-7%)
Value$91.8M (-$6.1M)
Filed 2026-11-04
Mesirow Financial Investment Management, Inc.
INCREASED
Shares711,560 from 705,467
Change+6,093 (+1%)
Value$89.1M (+$1.5M)
Filed 2026-11-05
Americana Partners, LLC
DECREASED
Shares681,908 from 697,445
Change-15,537 (-2%)
Value$85.4M (-$1.2M)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
INCREASED
Shares652,660 from 601,795
Change+50,865 (+8%)
Value$81.8M (+$7.0M)
Filed 2026-10-23
Oppenheimer & Co Inc
DECREASED
Shares570,865 from 658,202
Change-87,337 (-13%)
Value$71.5M (-$10.2M)
Filed 2026-10-26
MV Capital Management, Inc.
DECREASED
Shares563,303 from 596,097
Change-32,794 (-5%)
Value$70.6M (-$3.5M)
Filed 2026-10-29
Capital Advisors, Ltd. LLC
DECREASED
Shares552,865 from 564,947
Change-12,082 (-2%)
Value$69.3K (-$897)
Filed 2026-10-27
Mission Wealth Management, LP
DECREASED
Shares547,889 from 719,313
Change-171,424 (-24%)
Value$68.6M (-$20.7M)
Filed 2026-10-15
Paulson Wealth Management Inc.
DECREASED
Shares546,686 from 559,400
Change-12,714 (-2%)
Value$68.5M (-$982.7K)
Filed 2026-11-02
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares543,805 from 506,793
Change+37,012 (+7%)
Value$68.1M (+$5.2M)
Filed 2026-10-22
Midwest Trust Co
INCREASED
Shares509,024 from 492,300
Change+16,724 (+3%)
Value$63.8M (+$2.6M)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares503,313 from 488,684
Change+14,629 (+3%)
Value$63.0M (+$2.4M)
Filed 2026-10-30
AMG National Trust Bank
INCREASED
Shares502,709 from 502,686
Change+23 (0%)
Value$63.0M (+$550.8K)
Filed 2026-11-05
Bluesphere Advisors LLC
INCREASED
Shares497,202 from 491,997
Change+5,205 (+1%)
Value$62.3M (+$1.2M)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED
Shares497,031 from 497,910
Change-879 (0%)
Value$62.3M (+$432.7K)
Filed 2026-10-08
Cynosure Group, LLC
DECREASED
Shares496,585 from 497,234
Change-649 (0%)
Value$62.2M (+$460.7K)
Filed 2026-11-03
Rodgers & Associates, LTD
DECREASED
Shares483,837 from 490,509
Change-6,672 (-1%)
Value$60.6M (-$301.2K)
Filed 2026-10-20
Go Invest LLC
INCREASED
Shares480,978 from 435,281
Change+45,697 (+11%)
Value$60.2M (+$6.2M)
Filed 2026-10-09
Marquette Asset Management, LLC
DECREASED
Shares469,425 from 473,320
Change-3,895 (-1%)
Value$58.8M (+$28.0K)
Filed 2026-10-09
Proathlete Wealth Management LLC
INCREASED
Shares469,060 from 438,767
Change+30,293 (+7%)
Value$58.8M (+$4.3M)
Filed 2026-10-15
Ascent Wealth Partners, LLC
DECREASED
Shares469,019 from 470,096
Change-1,077 (0%)
Value$58.7M (+$377.5K)
Filed 2026-10-23
HB Wealth Management, LLC
INCREASED
Shares461,611 from 433,358
Change+28,253 (+7%)
Value$57.8M (+$4.0M)
Filed 2026-10-23
Relyea Zuckerberg Hanson LLC
DECREASED
Shares459,209 from 462,126
Change-2,917 (-1%)
Value$57.5M (+$138.4K)
Filed 2026-10-20
15 Wealth Advisors LLC
NEW
Shares444,602
Change+444,602
Value$55.7M
Filed 2026-10-14
Waterway Wealth Management, LLC
DECREASED
Shares439,777 from 454,846
Change-15,069 (-3%)
Value$44.9M (-$1.2M)
Filed 2026-10-28
Nadler Financial Group, Inc.
DECREASED
Shares424,727 from 430,029
Change-5,302 (-1%)
Value$53.2M (-$195.4K)
Filed 2026-10-23
Beirne Wealth Consulting Services, LLC
INCREASED
Shares419,706 from 382,370
Change+37,336 (+10%)
Value$52.6M (+$5.1M)
Filed 2026-10-19
TD Private Client Wealth LLC
INCREASED
Shares419,636 from 387,276
Change+32,360 (+8%)
Value$52.6M (+$4.5M)
Filed 2026-10-28
Parallel Advisors, LLC
INCREASED
Shares412,940 from 121,550
Change+291,390 (+240%)
Value$51.7M (+$36.6M)
Filed 2026-11-03
E&G Advisors, LLC
DECREASED
Shares400,992 from 406,122
Change-5,130 (-1%)
Value$50.3M (-$200.3K)
Filed 2026-10-13
RMR Wealth Builders
DECREASED
Shares388,902 from 397,795
Change-8,893 (-2%)
Value$48.7M (-$680.3K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares383,908 from 348,273
Change+35,635 (+10%)
Value$48.1M (+$4.8M)
Filed 2026-10-16
Bokf, NA
DECREASED
Shares383,419 from 388,327
Change-4,908 (-1%)
Value$48.0M (-$191.5K)
Filed 2026-10-27
LBJ Family Wealth Advisors, Ltd.
DECREASED
Shares374,899 from 376,386
Change-1,487 (0%)
Value$47.0K (+$1.0K)
Filed 2026-10-01
Accredited Investors Inc.
INCREASED
Shares370,336 from 363,802
Change+6,534 (+2%)
Value$46.4M (+$1.2M)
Filed 2026-11-03
RTD Financial Advisors, Inc.
DECREASED
Shares358,785 from 361,227
Change-2,442 (-1%)
Value$44.9M (+$87.8K)
Filed 2026-10-09
StoneX Group Inc.
INCREASED
Shares351,527 from 326,130
Change+25,397 (+8%)
Value$44.0M (+$3.5M)
Filed 2026-11-03
Woodard & Co Asset Management Group Inc
INCREASED
Shares344,755 from 343,894
Change+861 (+0%)
Value$43.2M (+$482.6K)
Filed 2026-11-03
Corundum Group, Inc.
INCREASED
Shares344,169 from 341,716
Change+2,453 (+1%)
Value$43.1M (+$679.7K)
Filed 2026-10-28
First Horizon Corp
DECREASED
Shares333,844 from 337,987
Change-4,143 (-1%)
Value$41.8M (-$150.5K)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares321,880 from 321,419
Change+461 (+0%)
Value$40.3M (+$408.1K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
DECREASED
Shares321,060 from 362,455
Change-41,395 (-11%)
Value$40.2M (-$4.8M)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares314,732 from 304,531
Change+10,201 (+3%)
Value$39.4M (+$1.6M)
Filed 2026-11-02
Ryan Investment Management, Inc.
INCREASED
Shares313,108 from 309,631
Change+3,477 (+1%)
Value$39.2M (+$773.0K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED
Shares310,562 from 298,396
Change+12,166 (+4%)
Value$38.9M (+$1.8M)
Filed 2026-10-16
JFS Wealth Advisors, LLC
INCREASED
Shares309,983 from 308,513
Change+1,470 (+0%)
Value$38.8M (+$520.4K)
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares308,919 from 265,144
Change+43,775 (+17%)
Value$38.7M (+$5.8M)
Filed 2026-11-04
VestGen Advisors, LLC
INCREASED
Shares305,378 from 303,488
Change+1,890 (+1%)
Value$38.3M (+$567.6K)
Filed 2026-10-27
Ullmann Wealth Partners Group, LLC
DECREASED
Shares302,393 from 304,842
Change-2,449 (-1%)
Value$37.9M (+$25.5K)
Filed 2026-11-02
Parkside Financial Bank & Trust
INCREASED
Shares300,992 from 296,339
Change+4,653 (+2%)
Value$37.7M (+$905.8K)
Filed 2026-10-27
B&D White Capital Company, LLC
DECREASED
Shares297,905 from 312,645
Change-14,740 (-5%)
Value$37.3M (-$1.5M)
Filed 2026-11-02
Capital Advisors Wealth Management, LLC
DECREASED
Shares294,833 from 303,789
Change-8,956 (-3%)
Value$36.9M (-$790.7K)
Filed 2026-10-09
Fulton Bank, N.A.
DECREASED
Shares294,454 from 301,670
Change-7,216 (-2%)
Value$36.9M (-$575.1K)
Filed 2026-10-14
Montecito Bank & Trust
DECREASED
Shares282,104 from 285,911
Change-3,807 (-1%)
Value$35.3M (-$165.2K)
Filed 2026-10-01
Fort Washington Investment Advisors Inc
DECREASED
Shares280,052 from 280,092
Change-40 (0%)
Value$35.1M (+$300.3K)
Filed 2026-10-15
Fifth Third Wealth Advisors LLC
INCREASED
Shares278,786 from 273,729
Change+5,057 (+2%)
Value$34.9M (+$931.8K)
Filed 2026-10-22
XML Financial, LLC
DECREASED
Shares277,416 from 281,379
Change-3,963 (-1%)
Value$34.7M (-$189.7K)
Filed 2026-10-29
Affiance Financial, LLC
INCREASED
Shares274,843 from 265,114
Change+9,729 (+4%)
Value$34.4M (+$1.5M)
Filed 2026-10-15
First Citizens Bank & Trust Co
INCREASED
Shares273,099 from 261,369
Change+11,730 (+4%)
Value$34.2M (+$1.8M)
Filed 2026-10-14
Ascent Group, LLC
DECREASED
Shares262,479 from 271,653
Change-9,174 (-3%)
Value$32.9M (-$853.0K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED
Shares261,188 from 270,163
Change-8,975 (-3%)
Value$32.7M (-$829.8K)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares260,586 from 318,476
Change-57,890 (-18%)
Value$32.6K (-$39.5M)
Filed 2026-10-26
Investment Partners, Ltd.
INCREASED
Shares259,242 from 138,513
Change+120,729 (+87%)
Value$32.5M (+$15.3M)
Filed 2026-10-29
Fifth Third Securities, Inc.
INCREASED
Shares256,471 from 229,026
Change+27,445 (+12%)
Value$32.1M (+$3.7M)
Filed 2026-10-21
PFW Advisors LLC
DECREASED
Shares252,751 from 253,707
Change-956 (0%)
Value$31.7M (+$156.8K)
Filed 2026-10-07
Strategic Point Investment Advisors, LLC
DECREASED
Shares251,454 from 400,460
Change-149,006 (-37%)
Value$31.5M (-$18.2M)
Filed 2026-10-29
CX Institutional
INCREASED
Shares244,028 from 236,020
Change+8,008 (+3%)
Value$30.6K (+$1.3K)
Filed 2026-10-02
Jmac Enterprises LLC
INCREASED
Shares240,220 from 238,795
Change+1,425 (+1%)
Value$30.1M (+$438.8K)
Filed 2026-10-30
Summa Corp.
INCREASED
Shares236,468 from 57,588
Change+178,880 (+311%)
Value$29.6M (+$22.5M)
Filed 2026-10-30
Berkshire Money Management, Inc.
DECREASED
Shares235,335 from 237,171
Change-1,836 (-1%)
Value$29.5M (+$28.6K)
Filed 2026-10-21
Apella Capital, LLC
INCREASED
Shares230,108 from 227,749
Change+2,359 (+1%)
Value$29.6M (+$2.0M)
Filed 2026-10-08
DT Investment Partners, LLC
INCREASED
Shares229,211 from 225,276
Change+3,935 (+2%)
Value$28.7M (+$738.4K)
Filed 2026-10-27
Bison Wealth, LLC
INCREASED
Shares223,468 from 212,913
Change+10,555 (+5%)
Value$28.4M (+$2.2M)
Filed 2026-10-13
Visionary Wealth Advisors
DECREASED
Shares218,868 from 218,923
Change-55 (0%)
Value$27.4M (+$231.7K)
Filed 2026-11-04
Caliber Wealth Management, LLC / KS
DECREASED
Shares218,620 from 271,447
Change-52,827 (-19%)
Value$27.4M (-$6.3M)
Filed 2026-11-04
PW Nova Financial Services LLC
INCREASED
Shares216,947 from 209,912
Change+7,035 (+3%)
Value$27.2M (+$1.1M)
Filed 2026-10-15
Vaughan & Co Securities, Inc.
INCREASED
Shares216,801 from 212,725
Change+4,076 (+2%)
Value$27.2M (+$742.4K)
Filed 2026-10-23
Cooksen Wealth, LLC
INCREASED
Shares209,548 from 206,474
Change+3,074 (+1%)
Value$26.8M (+$1.2M)
Filed 2026-10-13
LWM Advisors Inc
DECREASED
Shares208,660 from 209,701
Change-1,041 (0%)
Value$26.1M (+$98.3K)
Filed 2026-10-08
GHP Investment Advisors, Inc.
DECREASED
Shares206,895 from 209,755
Change-2,860 (-1%)
Value$25.9M (-$129.7K)
Filed 2026-10-15
Atticus Wealth Management, LLC
DECREASED
Shares204,544 from 204,824
Change-280 (0%)
Value$25.6M (+$188.2K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares204,145 from 205,814
Change-1,669 (-1%)
Value$25.6M (+$20.4K)
Filed 2026-10-08
Advisor OS, LLC
INCREASED
Shares202,860 from 184,825
Change+18,035 (+10%)
Value$25.4M (+$2.5M)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED
Shares202,348 from 206,667
Change-4,319 (-2%)
Value$25.3M (-$315.8K)
Filed 2026-10-20
Kelly Financial Group LLC
INCREASED
Shares199,683 from 198,448
Change+1,235 (+1%)
Value$25.0M (+$370.9K)
Filed 2026-10-16
Highland Capital Management, LLC
DECREASED
Shares198,346 from 200,825
Change-2,479 (-1%)
Value$24.8M (-$91.6K)
Filed 2026-10-26
Sylvest Advisors, LLC
DECREASED
Shares197,072 from 206,645
Change-9,573 (-5%)
Value$24.7M (-$973.9K)
Filed 2026-10-26
Breakwater Capital Group
INCREASED
Shares195,640 from 189,130
Change+6,510 (+3%)
Value$24.5M (+$1.0M)
Filed 2026-10-09
Nestegg Advisors, Inc.
INCREASED
Shares194,854 from 187,709
Change+7,145 (+4%)
Value$24.4M (+$1.1M)
Filed 2026-10-21
McKinley Carter Wealth Services, Inc.
DECREASED
Shares192,118 from 197,013
Change-4,895 (-2%)
Value$24.1M (-$398.4K)
Filed 2026-10-16
Winthrop Advisory Group LLC
DECREASED
Shares188,713 from 189,751
Change-1,038 (-1%)
Value$23.6M (+$76.7K)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares188,531 from 177,468
Change+11,063 (+6%)
Value$23.6M (+$1.6M)
Filed 2026-11-05
Whitegate Investment Counselors, Inc.
INCREASED
Shares185,843 from 185,136
Change+707 (+0%)
Value$23.3M (+$290.3K)
Filed 2026-11-02
Wetzel Investment Advisors, Inc.
INCREASED
Shares185,730 from 183,929
Change+1,801 (+1%)
Value$23.3M (+$426.1K)
Filed 2026-10-13
Montag A & Associates Inc
DECREASED
Shares181,426 from 188,909
Change-7,483 (-4%)
Value$22.7M (-$731.4K)
Filed 2026-10-29
Flynn Zito Capital Management, LLC
INCREASED
Shares181,248 from 181,092
Change+156 (+0%)
Value$22.7M (+$216.9K)
Filed 2026-11-04
Sunburst Financial Group, LLC
DECREASED
Shares177,371 from 177,378
Change-7 (0%)
Value$22.2M (+$192.5K)
Filed 2026-10-09
Mather Group, Llc.
DECREASED
Shares175,703 from 178,474
Change-2,771 (-2%)
Value$22.0M (-$152.6K)
Filed 2026-10-14
Spire Wealth Management
DECREASED
Shares174,523 from 183,936
Change-9,413 (-5%)
Value$21.9M (-$978.6K)
Filed 2026-10-30
Sonata Capital Group Inc
DECREASED
Shares169,842 from 170,129
Change-287 (0%)
Value$21.3M (+$149.5K)
Filed 2026-10-19
Procyon Advisors, LLC
DECREASED
Shares169,700 from 195,905
Change-26,205 (-13%)
Value$21.3M (-$3.1M)
Filed 2026-10-21
Ball & Co Wealth Management Inc.
INCREASED
Shares168,740 from 163,335
Change+5,405 (+3%)
Value$21.1M (+$855.4K)
Filed 2026-11-05
Summit Wealth Group LLC / Co
DECREASED
Shares167,672 from 187,162
Change-19,490 (-10%)
Value$21.0M (-$2.2M)
Filed 2026-10-29
Schneider Downs Wealth Management Advisors, LP
DECREASED
Shares165,424 from 166,537
Change-1,113 (-1%)
Value$20.7M (+$42.1K)
Filed 2026-10-27
Sagespring Wealth Partners, LLC
DECREASED
Shares162,100 from 162,101
Change-1 (0%)
Value$20.3M (+$176.6K)
Filed 2026-10-22
Crescent Grove Advisors, LLC
DECREASED
Shares161,414 from 162,305
Change-891 (-1%)
Value$20.2M (+$65.4K)
Filed 2026-10-21
Clear Harbor Asset Management, LLC
DECREASED
Shares161,232 from 161,406
Change-174 (0%)
Value$20.2M (+$154.1K)
Filed 2026-11-05
Curtis Advisory Group, LLC
DECREASED
Shares158,741 from 158,913
Change-172 (0%)
Value$19.9M (+$151.7K)
Filed 2026-10-28
Blodgett Wealth Advisors, LLC
DECREASED
Shares157,952 from 169,447
Change-11,495 (-7%)
Value$19.8M (-$1.3M)
Filed 2026-10-23
Citizens Financial Group Inc
DECREASED
Shares153,647 from 155,757
Change-2,110 (-1%)
Value$19.2M (-$94.5K)
Filed 2026-10-23
Regent Peak Wealth Advisors LLC
INCREASED
Shares149,097 from 144,292
Change+4,805 (+3%)
Value$18.7M (+$759.3K)
Filed 2026-10-13
Stevens Capital Partners
INCREASED
Shares143,772 from 138,319
Change+5,453 (+4%)
Value$18.0M (+$833.8K)
Filed 2026-10-29
West Bancorporation Inc
DECREASED
Shares142,682 from 147,096
Change-4,414 (-3%)
Value$17.9M (-$392.6K)
Filed 2026-10-29
MCF Advisors LLC
DECREASED
Shares142,416 from 145,499
Change-3,083 (-2%)
Value$17.8M (-$227.6K)
Filed 2026-10-28
Pacific Sage Partners, LLC
DECREASED
Shares141,434 from 142,005
Change-571 (0%)
Value$17.7M (+$83.4K)
Filed 2026-10-21
Occidental Asset Management, LLC
DECREASED
Shares140,226 from 140,957
Change-731 (-1%)
Value$17.6M (+$62.0K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
INCREASED
Shares138,923 from 138,481
Change+442 (+0%)
Value$17.4M (+$206.3K)
Filed 2026-10-08
Grove Bank & Trust
DECREASED
Shares134,831 from 135,074
Change-243 (0%)
Value$16.9M (+$116.8K)
Filed 2026-10-08
Atria Investments, Inc
DECREASED
Shares133,097 from 214,584
Change-81,487 (-38%)
Value$16.7M (-$10.0M)
Filed 2026-10-15
Greenspring Advisors, LLC
INCREASED
Shares132,668 from 66,875
Change+65,793 (+98%)
Value$16.6M (+$8.3M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares131,680 from 120,302
Change+11,378 (+9%)
Value$16.5M (+$1.6M)
Filed 2026-10-29
Genesis Private Wealth, LLC
DECREASED
Shares126,316 from 127,737
Change-1,421 (-1%)
Value$15.8M (-$38.9K)
Filed 2026-11-02
NBH Bank
INCREASED
Shares126,034 from 125,562
Change+472 (+0%)
Value$15.8M (+$196.0K)
Filed 2026-11-05
Narwhal Capital Management
DECREASED
Shares125,210 from 125,220
Change-10 (0%)
Value$15.7M (+$135.2K)
Filed 2026-11-04
Oppenheimer Asset Management Inc.
DECREASED
Shares125,040 from 133,835
Change-8,795 (-7%)
Value$15.7M (-$955.8K)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares124,374 from 123,239
Change+1,135 (+1%)
Value$14.6M (-$675.7K)
Filed 2026-11-04
Krane Financial Solutions LLC
DECREASED
Shares122,774 from 125,835
Change-3,061 (-2%)
Value$15.4M (-$246.3K)
Filed 2026-10-30
American State Bank (Iowa)
INCREASED
Shares121,737 from 115,412
Change+6,325 (+5%)
Value$15.2M (+$918.1K)
Filed 2026-11-03
Stonebridge Financial Group, LLC
DECREASED
Shares119,222 from 119,513
Change-291 (0%)
Value$14.9M (+$93.8K)
Filed 2026-10-01
Finley Financial, LLC
DECREASED
Shares117,460 from 118,480
Change-1,020 (-1%)
Value$14.8M (+$56.6K)
Filed 2026-10-28
Sage Financial Group Inc
DECREASED
Shares115,551 from 118,651
Change-3,100 (-3%)
Value$14.5M (-$259.0K)
Filed 2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares115,341 from 114,888
Change+453 (+0%)
Value$14.4M (+$181.9K)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares112,815 from 110,571
Change+2,244 (+2%)
Value$14.1M (+$401.6K)
Filed 2026-11-03
Clientfirst Wealth Management, LLC
DECREASED
Shares112,086 from 112,336
Change-250 (0%)
Value$14.0M (+$91.1K)
Filed 2026-11-04
Sapient Capital LLC
DECREASED
Shares111,792 from 112,737
Change-945 (-1%)
Value$14.0M (+$4.5K)
Filed 2026-10-08
Elevation Point Wealth Partners, LLC
DECREASED
Shares108,651 from 120,472
Change-11,821 (-10%)
Value$13.6M (-$1.3M)
Filed 2026-11-05
Diversify Wealth Management, LLC
INCREASED
Shares108,427 from 98,418
Change+10,009 (+10%)
Value$13.5M (+$1.9M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares108,427 from 98,418
Change+10,009 (+10%)
Value$13.5M (+$1.9M)
Filed 2026-10-20
Epiq Partners, LLC
DECREASED
Shares108,292 from 108,832
Change-540 (0%)
Value$13.6M (+$51.0K)
Filed 2026-10-07
Allen Investment Management, LLC
UNCHANGED
Shares108,261 from 108,261
Change0 (0%)
Value$13.6M (+$118.0K)
Filed 2026-11-03
Fidelity D & D Bancorp Inc
INCREASED
Shares108,111 from 100,625
Change+7,486 (+7%)
Value$13.5M (+$1.0M)
Filed 2026-11-05
Associated Banc-Corp
DECREASED
Shares106,638 from 111,881
Change-5,243 (-5%)
Value$13.4M (-$534.8K)
Filed 2026-10-30
Matrix Asset Advisors Inc
DECREASED
Shares105,814 from 106,505
Change-691 (-1%)
Value$13.3M (+$29.6K)
Filed 2026-10-13
Connecticut Wealth Management, LLC
DECREASED
Shares104,651 from 105,105
Change-454 (0%)
Value$13.1M (+$57.7K)
Filed 2026-10-13
Blue Trust, Inc.
INCREASED
Shares104,477 from 95,399
Change+9,078 (+10%)
Value$13.1M (+$1.2M)
Filed 2026-10-15
Eukles Asset Management
INCREASED
Shares104,194 from 101,889
Change+2,305 (+2%)
Value$13.1M (+$399.8K)
Filed 2026-11-04
Busey Bank
UNCHANGED
Shares104,051 from 104,051
Change0 (0%)
Value$13.0M (+$113.4K)
Filed 2026-10-26
Highland Financial Advisors, LLC
DECREASED
Shares104,027 from 104,434
Change-407 (0%)
Value$13.0M (+$62.9K)
Filed 2026-10-19
Brickley Wealth Management
DECREASED
Shares103,413 from 104,921
Change-1,508 (-1%)
Value$13.0M (-$74.5K)
Filed 2026-11-04
GC Wealth Management RIA, LLC
INCREASED
Shares103,129 from 99,550
Change+3,579 (+4%)
Value$12.9M (+$556.9K)
Filed 2026-11-02
Gilliland Jeter Wealth Management LLC
DECREASED
Shares102,743 from 102,804
Change-61 (0%)
Value$12.9M (+$104.4K)
Filed 2026-10-28
Ballast, Inc.
DECREASED
Shares101,976 from 120,713
Change-18,737 (-16%)
Value$12.8M (-$2.2M)
Filed 2026-10-20
OFS Enterprise LLC
INCREASED
Shares99,945 from 97,704
Change+2,241 (+2%)
Value$12.5M (+$387.2K)
Filed 2026-10-16
Pettinga Financial Advisors LLC
DECREASED
Shares99,002 from 100,515
Change-1,513 (-2%)
Value$12.4M (-$79.9K)
Filed 2026-10-13
Arbor Investment Advisors, LLC
INCREASED
Shares98,182 from 96,522
Change+1,660 (+2%)
Value$12.3M (+$313.2K)
Filed 2026-10-26
American Institute for Advanced Investment Management, LLP
DECREASED
Shares97,240 from 100,432
Change-3,192 (-3%)
Value$12.2M (-$290.4K)
Filed 2026-11-03
Conning Inc.
UNCHANGED
Shares96,348 from 96,348
Change0 (0%)
Value$12.1M (+$105.0K)
Filed 2026-10-27
NTV Asset Management LLC
INCREASED
Shares96,225 from 85,245
Change+10,980 (+13%)
Value$12.1M (+$1.5M)
Filed 2026-10-23
Global Strategic Investment Solutions, LLC
INCREASED
Shares96,156 from 96,140
Change+16 (+0%)
Value$12.0M (+$106.8K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
DECREASED
Shares96,059 from 96,570
Change-511 (-1%)
Value$12.0M (+$41.2K)
Filed 2026-11-05
Bay Capital Advisors, LLC
INCREASED
Shares95,215 from 90,986
Change+4,229 (+5%)
Value$11.9M (+$628.9K)
Filed 2026-10-16
ARK & TLK Investments, LLC
UNCHANGED
Shares94,656 from 94,656
Change0 (0%)
Value$11.9M (+$103.2K)
Filed 2026-10-20
Sowell Financial Services LLC
DECREASED
Shares93,626 from 107,490
Change-13,864 (-13%)
Value$11.7M (-$1.6M)
Filed 2026-10-23
Venture Visionary Partners LLC
DECREASED
Shares93,315 from 94,649
Change-1,334 (-1%)
Value$11.7M (-$63.9K)
Filed 2026-10-07
FMA Wealth Management, LLC
DECREASED
Shares93,273 from 94,136
Change-863 (-1%)
Value$11.7M (-$5.5K)
Filed 2026-10-21
Equitable Trust Co
DECREASED
Shares91,561 from 93,348
Change-1,787 (-2%)
Value$11.5M (-$122.1K)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares90,547 from 89,995
Change+552 (+1%)
Value$11.3M (+$167.2K)
Filed 2026-10-22
Nottingham Advisors, Inc.
DECREASED
Shares88,912 from 92,648
Change-3,736 (-4%)
Value$11.2M (+$90.4K)
Filed 2026-10-29
Willis Johnson Wealth, Inc.
INCREASED
Shares88,767 from 86,673
Change+2,094 (+2%)
Value$11.1M (+$356.8K)
Filed 2026-11-03
Heck Capital Advisors, LLC
INCREASED
Shares88,487 from 82,271
Change+6,216 (+8%)
Value$11.1M (+$868.2K)
Filed 2026-10-14
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares88,255 from 89,149
Change-894 (-1%)
Value$11.1M (-$14.8K)
Filed 2026-10-29
White Lighthouse Investment Management Inc.
INCREASED
Shares87,581 from 87,289
Change+292 (+0%)
Value$11.0M (+$131.6K)
Filed 2026-10-21
Wealthcare Advisory Partners LLC
INCREASED
Shares85,646 from 85,081
Change+565 (+1%)
Value$10.7M (+$163.5K)
Filed 2026-10-21
CFM Wealth Partners LLC
INCREASED
Shares83,398 from 73,961
Change+9,437 (+13%)
Value$10.4M (+$1.3M)
Filed 2026-11-05
Landaas & Co
INCREASED
Shares83,258 from 80,619
Change+2,639 (+3%)
Value$10.4M (+$418.5K)
Filed 2026-10-29
Nova Financial LLC
NEW
Shares82,411
Change+82,411
Value$10.3M
Filed 2026-11-04
SAX Wealth Advisors, LLC
INCREASED
Shares82,161 from 19,552
Change+62,609 (+320%)
Value$10.3M (+$2.0M)
Filed 2026-10-13
Smith & Howard Wealth Management, LLC
INCREASED
Shares81,849 from 78,867
Change+2,982 (+4%)
Value$10.3M (+$459.5K)
Filed 2026-10-27
Frederick Financial Consultants, LLC
INCREASED
Shares81,380 from 81,349
Change+31 (+0%)
Value$10.2M (+$92.5K)
Filed 2026-10-29
St. Louis Trust Co
UNCHANGED
Shares80,328 from 80,328
Change0 (0%)
Value$10.1M (-$1.8M)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
INCREASED
Shares80,213 from 72,858
Change+7,355 (+10%)
Value$10.0M (+$1.0M)
Filed 2026-10-30
Ferguson Johnson Wealth Management Inc
INCREASED
Shares79,485 from 79,322
Change+163 (+0%)
Value$10.0M (+$107.3K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares79,204 from 74,493
Change+4,711 (+6%)
Value$9.9M (+$671.3K)
Filed 2026-10-23
AlphaCore Capital LLC
INCREASED
Shares78,307 from 58,945
Change+19,362 (+33%)
Value$9.8M (+$2.5M)
Filed 2026-11-04
Northern Lights Advisors, Inc.
DECREASED
Shares77,904 from 78,413
Change-509 (-1%)
Value$9.8M (+$21.8K)
Filed 2026-10-21
Carmel Capital Partners, LLC
NEW
Shares77,324
Change+77,324
Value$9.7M
Filed 2026-11-03
Omni 360 Wealth, Inc.
INCREASED
Shares77,059 from 77,021
Change+38 (+0%)
Value$9.7M (+$88.7K)
Filed 2026-10-13
Cove Private Wealth, LLC
INCREASED
Shares76,391 from 66,244
Change+10,147 (+15%)
Value$9.6M (+$1.3M)
Filed 2026-10-28
Cyndeo Wealth Partners, LLC
DECREASED
Shares76,058 from 76,434
Change-376 (0%)
Value$9.5M (+$36.2K)
Filed 2026-10-16
Patten Group, Inc.
DECREASED
Shares75,331 from 83,348
Change-8,017 (-10%)
Value$9.4M (-$913.3K)
Filed 2026-10-26
Sepio Capital, LP
DECREASED
Shares75,125 from 77,965
Change-2,840 (-4%)
Value$9.4M (-$270.8K)
Filed 2026-10-22
Sovran Advisors, LLC
INCREASED
Shares74,963 from 74,753
Change+210 (+0%)
Value$9.1M (+$371.3K)
Filed 2026-11-02
Gainline Financial Partners, LLC
DECREASED
Shares73,801 from 74,202
Change-401 (-1%)
Value$9.2M (+$30.7K)
Filed 2026-10-15
MGO One Seven LLC
DECREASED
Shares73,298 from 73,349
Change-51 (0%)
Value$9.2M (+$73.6K)
Filed 2026-10-28
Rebalance, LLC
INCREASED
Shares73,254 from 73,190
Change+64 (+0%)
Value$9.2M (+$87.8K)
Filed 2026-10-22
Market Street Wealth Management Advisors LLC
DECREASED
Shares73,090 from 73,138
Change-48 (0%)
Value$9.2M (+$73.7K)
Filed 2026-10-09
Legacy Advisors, LLC
INCREASED
Shares72,410 from 64,044
Change+8,366 (+13%)
Value$9.1M (+$1.1M)
Filed 2026-10-19
Pinnacle Associates LTD
DECREASED
Shares72,258 from 73,522
Change-1,264 (-2%)
Value$9.1M (-$78.2K)
Filed 2026-10-20
Principal Financial Group Inc
DECREASED
Shares72,175 from 166,683
Change-94,508 (-57%)
Value$9.0M (-$11.7M)
Filed 2026-11-02
Mycio Wealth Partners, LLC
INCREASED
Shares71,998 from 71,941
Change+57 (+0%)
Value$9.0M (+$85.6K)
Filed 2026-11-04
1900 Wealth Management LLC
INCREASED
Shares71,556 from 71,253
Change+303 (+0%)
Value$9.0M (+$115.7K)
Filed 2026-10-13
Friday Financial
INCREASED
Shares71,042 from 37,180
Change+33,862 (+91%)
Value$8.9M (+$4.4M)
Filed 2026-10-09
Aprio Wealth Management, LLC
INCREASED
Shares70,553 from 68,502
Change+2,051 (+3%)
Value$8.8M (+$331.6K)
Filed 2026-10-28
New England Private Wealth Advisors LLC
DECREASED
Shares70,116 from 70,542
Change-426 (-1%)
Value$8.8M (+$477.3K)
Filed 2026-10-19
Altus Wealth Group LLC
DECREASED
Shares69,891 from 70,538
Change-647 (-1%)
Value$8.8M (-$4.2K)
Filed 2026-10-20
Indiana Trust & Investment Management Co
UNCHANGED
Shares69,702 from 69,702
Change0 (0%)
Value$8.7M (+$76.0K)
Filed 2026-10-22
Three Bridge Wealth Advisors, LLC
DECREASED
Shares69,218 from 70,494
Change-1,276 (-2%)
Value$8.7M (-$83.0K)
Filed 2026-11-05
McAdam, LLC
INCREASED
Shares68,683 from 67,636
Change+1,047 (+2%)
Value$8.6M (+$204.8K)
Filed 2026-10-21
Central Trust Co
DECREASED
Shares66,867 from 69,209
Change-2,342 (-3%)
Value$8.4M (-$217.9K)
Filed 2026-11-05
Certuity, LLC
INCREASED
Shares66,415 from 57,048
Change+9,367 (+16%)
Value$8.3M (+$1.2M)
Filed 2026-11-02
Sage Mountain Advisors LLC
DECREASED
Shares66,188 from 66,240
Change-52 (0%)
Value$8.3M (+$65.7K)
Filed 2026-11-02
Harbour Capital Advisors, LLC
UNCHANGED
Shares65,576 from 65,576
Change0 (0%)
Value$8.2M (+$85.9K)
Filed 2026-10-13
NovaPoint Capital, LLC
DECREASED
Shares65,249 from 82,960
Change-17,711 (-21%)
Value$8.2M (-$2.1M)
Filed 2026-10-22
Dixon Fnancial Services, Inc.
UNCHANGED
Shares65,144 from 65,144
Change0 (0%)
Value$8.2M (+$71.0K)
Filed 2026-10-23
G2 Capital Management, LLC / OH
INCREASED
Shares64,847 from 43,806
Change+21,041 (+48%)
Value$8.1M (+$2.7M)
Filed 2026-10-23
Garde Capital, Inc.
DECREASED
Shares63,739 from 63,908
Change-169 (0%)
Value$8.0M (+$48.5K)
Filed 2026-10-29
Central Valley Advisors, LLC
DECREASED
Shares63,508 from 63,552
Change-44 (0%)
Value$8.0M (+$63.8K)
Filed 2026-10-27
Linscomb Wealth, Inc.
INCREASED
Shares62,447 from 60,426
Change+2,021 (+3%)
Value$7.8M (+$319.0K)
Filed 2026-11-05
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares62,366 from 61,438
Change+928 (+2%)
Value$7.8M (+$183.3K)
Filed 2026-10-29
CJM Wealth Advisers, Ltd.
INCREASED
Shares62,281 from 55,869
Change+6,412 (+11%)
Value$7.8M (+$864.1K)
Filed 2026-10-27
EPG Wealth Management LLC
INCREASED
Shares62,280 from 62,252
Change+28 (+0%)
Value$7.8M (+$71.4K)
Filed 2026-11-03
Courier Capital LLC
INCREASED
Shares62,243 from 47,931
Change+14,312 (+30%)
Value$7.8M (+$1.8M)
Filed 2026-10-19
Next Level Private LLC
DECREASED
Shares61,307 from 62,887
Change-1,580 (-3%)
Value$7.7M (-$129.3K)
Filed 2026-10-20
Saxon Interests, Inc.
DECREASED
Shares60,930 from 69,965
Change-9,035 (-13%)
Value$7.6M (-$1.1M)
Filed 2026-10-26
CPC Advisors, LLC
INCREASED
Shares60,417 from 46,876
Change+13,541 (+29%)
Value$7.6M (+$1.7M)
Filed 2026-10-21
Tsfg, LLC
DECREASED
Shares60,376 from 493,884
Change-433,508 (-88%)
Value$7.6K (-$61.3M)
Filed 2026-10-23
Congress Asset Management Co
DECREASED
Shares59,239 from 150,039
Change-90,800 (-61%)
Value$7.4M (-$11.2M)
Filed 2026-10-06
Dhjj Financial Advisors, Ltd.
DECREASED
Shares59,180 from 59,210
Change-30 (0%)
Value$7.4M (+$60.8K)
Filed 2026-10-23
Embree Financial Group
INCREASED
Shares59,169 from 58,407
Change+762 (+1%)
Value$7.4M (+$159.1K)
Filed 2026-10-22
Cresta Advisors, Ltd.
DECREASED
Shares58,477 from 85,581
Change-27,104 (-32%)
Value$7.3M (-$3.3M)
Filed 2026-10-14
Harbor Investment Advisory, LLC
DECREASED
Shares58,169 from 58,453
Change-284 (0%)
Value$7.3M (+$28.2K)
Filed 2026-10-13
Old National Bancorp
DECREASED
Shares58,046 from 73,014
Change-14,968 (-20%)
Value$7.3M (-$1.8M)
Filed 2026-10-20
Ashton Thomas Securities, LLC
NEW
Shares57,871
Change+57,871
Value$7.2M
Filed 2026-10-26
Dynamic Financial Group
DECREASED
Shares56,896 from 57,144
Change-248 (0%)
Value$7.1M (+$31.2K)
Filed 2026-10-28
Calamos Wealth Management LLC
INCREASED
Shares56,870 from 56,446
Change+424 (+1%)
Value$7.1M (+$114.6K)
Filed 2026-11-02
Opus Capital Group, LLC
DECREASED
Shares56,721 from 56,904
Change-183 (0%)
Value$7.1K (-$7.1M)
Filed 2026-10-30
City Holding Co
INCREASED
Shares56,595 from 56,543
Change+52 (+0%)
Value$7.1M (+$68.1K)
Filed 2026-10-19
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares56,104 from 56,007
Change+97 (+0%)
Value$7.0M (+$73.2K)
Filed 2026-10-13
GFG Capital, LLC
INCREASED
Shares55,797 from 6,313
Change+49,484 (+784%)
Value$7.0M (+$6.2M)
Filed 2026-10-16
Old Republic International Corp
NEW
Shares55,720
Change+55,720
Value$7.0K
Filed 2026-10-26
Forum Financial Management, LP
DECREASED
Shares55,520 from 56,861
Change-1,341 (-2%)
Value$7.0M (-$106.1K)
Filed 2026-10-16
Eagle Strategies LLC
DECREASED
Shares55,101 from 55,545
Change-444 (-1%)
Value$6.9M (+$5.0K)
Filed 2026-10-16
Avity Investment Management Inc.
DECREASED
Shares54,757 from 57,555
Change-2,798 (-5%)
Value$6.9M (-$287.7K)
Filed 2026-10-09
Stage Harbor Financial, LLC
INCREASED
Shares54,350 from 53,280
Change+1,070 (+2%)
Value$6.8M (+$192.1K)
Filed 2026-11-03
Adirondack Capital Advisors, LLC
INCREASED
Shares53,115 from 45,720
Change+7,395 (+16%)
Value$6.7M (+$976.2K)
Filed 2026-10-09
Assetmark, Inc
DECREASED
Shares52,887 from 56,172
Change-3,285 (-6%)
Value$6.6M (-$350.3K)
Filed 2026-10-21
Hudson Edge Investment Partners Inc.
UNCHANGED
Shares51,560 from 51,560
Change0 (0%)
Value$6.5M (+$56.2K)
Filed 2026-10-28
Xponance LLC
DECREASED
Shares51,262 from 104,716
Change-53,454 (-51%)
Value$6.4M (-$6.6M)
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
DECREASED
Shares51,048 from 51,160
Change-112 (0%)
Value$6.4M (+$41.7K)
Filed 2026-10-26
Simplicity Wealth,LLC
INCREASED
Shares51,025 from 46,583
Change+4,442 (+10%)
Value$6.4M (+$607.2K)
Filed 2026-10-23
Joel Isaacson & Co., LLC
INCREASED
Shares50,974 from 50,970
Change+4 (+0%)
Value$6.4M (+$56.0K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED
Shares50,048 from 51,647
Change-1,599 (-3%)
Value$6.3M (-$144.0K)
Filed 2026-10-23
Colorado Capital Management, Inc.
INCREASED
Shares49,993 from 48,008
Change+1,985 (+4%)
Value$6.3K (+$301)
Filed 2026-10-15
MTM Investment Management, LLC
DECREASED
Shares49,923 from 50,651
Change-728 (-1%)
Value$6.3M (-$35.9K)
Filed 2026-10-30
Dynamic Advisor Solutions LLC
DECREASED
Shares49,875 from 50,246
Change-371 (-1%)
Value$6.2M (+$8.3K)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares49,808 from 47,583
Change+2,225 (+5%)
Value$6.2M (+$330.6K)
Filed 2026-10-08
Crestwood Advisors Group, LLC
UNCHANGED
Shares49,789 from 49,789
Change0 (0%)
Value$6.2M (+$54.3K)
Filed 2026-10-27
Brookstone Capital Management
INCREASED
Shares49,757 from 43,115
Change+6,642 (+15%)
Value$6.2M (+$878.9K)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares49,241 from 50,334
Change-1,093 (-2%)
Value$6.2M (-$82.0K)
Filed 2026-10-27
Intrua Financial, LLC
DECREASED
Shares49,003 from 50,390
Change-1,387 (-3%)
Value$6.1M (-$118.9K)
Filed 2026-10-28
Highline Wealth Partners LLC
INCREASED
Shares48,918 from 35,537
Change+13,381 (+38%)
Value$6.1M (+$1.7M)
Filed 2026-10-19
Berman McAleer LLC
DECREASED
Shares48,680 from 49,100
Change-420 (-1%)
Value$6.1M (+$910)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares48,572 from 49,480
Change-908 (-2%)
Value$6.1M (-$59.8K)
Filed 2026-10-16
MidAtlantic Capital Management, Inc.
DECREASED
Shares48,341 from 53,392
Change-5,051 (-9%)
Value$6.1M (-$574.5K)
Filed 2026-11-05
W Advisors, LLC
INCREASED
Shares48,339 from 48,176
Change+163 (+0%)
Value$6.1M (+$72.9K)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
DECREASED
Shares47,950 from 50,701
Change-2,751 (-5%)
Value$6.0M (-$289.3K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
DECREASED
Shares47,579 from 47,876
Change-297 (-1%)
Value$5.7M (+$13.3K)
Filed 2026-10-27
Cordoba Advisory Partners LLC
DECREASED
Shares47,012 from 47,652
Change-640 (-1%)
Value$5.9M (-$25.9K)
Filed 2026-10-19
Adirondack Trust Co
INCREASED
Shares46,849 from 46,168
Change+681 (+1%)
Value$5.9M (+$135.6K)
Filed 2026-10-14
Foundation Wealth Management, Llc\pa
DECREASED
Shares46,311 from 46,971
Change-660 (-1%)
Value$5.8M (-$31.5K)
Filed 2026-10-14
Cordatus Wealth Management LLC
DECREASED
Shares46,057 from 50,460
Change-4,403 (-9%)
Value$5.8M (-$496.5K)
Filed 2026-10-19
Affinity Capital Advisors, LLC
DECREASED
Shares45,701 from 45,932
Change-231 (0%)
Value$5.8M (+$196.0K)
Filed 2026-10-13
Topel & Distasi Wealth Management, LLC
INCREASED
Shares45,351 from 45,130
Change+221 (+0%)
Value$5.7M (+$76.9K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED
Shares45,311 from 52,671
Change-7,360 (-14%)
Value$5.7M (-$749.1K)
Filed 2026-10-13
JSF Financial, LLC
DECREASED
Shares44,522 from 45,401
Change-879 (-2%)
Value$5.6M (-$60.6K)
Filed 2026-10-22
DSG Capital Advisors, LLC
UNCHANGED
Shares44,476 from 44,476
Change0 (0%)
Value$5.6M (+$90.3K)
Filed 2026-11-05
Flagstar Securities, Inc
DECREASED
Shares44,375 from 50,997
Change-6,622 (-13%)
Value$5.6M (-$773.9K)
Filed 2026-10-15
Central Pacific Bank - Trust Division
DECREASED
Shares43,648 from 43,772
Change-124 (0%)
Value$5.5M (+$32.2K)
Filed 2026-10-06
SilverOak Wealth Management LLC
INCREASED
Shares43,400 from 41,560
Change+1,840 (+4%)
Value$5.4M (+$275.8K)
Filed 2026-10-29
Cornerstone Wealth Advisors, Inc.
DECREASED
Shares43,141 from 43,974
Change-833 (-2%)
Value$5.4M (-$56.4K)
Filed 2026-10-16
Wedbush Securities Inc
INCREASED
Shares42,635 from 40,687
Change+1,948 (+5%)
Value$5.3K (-$5.0M)
Filed 2026-10-22
McCarthy Asset Management, Inc.
DECREASED
Shares42,415 from 42,471
Change-56 (0%)
Value$5.3M (+$39.2K)
Filed 2026-10-20
Lanark Financial, Inc.
DECREASED
Shares42,334 from 43,549
Change-1,215 (-3%)
Value$5.3M (-$104.8K)
Filed 2026-10-26
Krilogy Financial LLC
DECREASED
Shares42,320 from 44,883
Change-2,563 (-6%)
Value$5.4M (-$192.9K)
Filed 2026-10-13
Segment Wealth Management, LLC
UNCHANGED
Shares42,136 from 42,136
Change0 (0%)
Value$5.3M (+$45.9K)
Filed 2026-10-26
Foster Dykema Cabot & Partners, LLC
DECREASED
Shares42,104 from 42,269
Change-165 (0%)
Value$5.3M (+$25.4K)
Filed 2026-10-30
Key FInancial Inc
INCREASED
Shares41,550 from 40,700
Change+850 (+2%)
Value$5.2M (+$150.8K)
Filed 2026-11-02
Lebenthal Global Advisors, LLC
DECREASED
Shares41,443 from 83,858
Change-42,415 (-51%)
Value$5.2M (-$5.2M)
Filed 2026-10-28
Verum Partners LLC
DECREASED
Shares41,329 from 42,571
Change-1,242 (-3%)
Value$5.2M (-$109.2K)
Filed 2026-10-21
Wesbanco Bank Inc
DECREASED
Shares41,042 from 44,688
Change-3,646 (-8%)
Value$5.1M (-$408.0K)
Filed 2026-11-04
Sigma Investment Counselors Inc
DECREASED
Shares41,009 from 41,693
Change-684 (-2%)
Value$5.1M (-$40.2K)
Filed 2026-10-27
Atlas Brown,Inc.
DECREASED
Shares40,783 from 41,163
Change-380 (-1%)
Value$5.1M (-$2.8K)
Filed 2026-10-09
Evanson Financial, LLC
INCREASED
Shares40,776 from 40,758
Change+18 (+0%)
Value$5.1M (+$46.7K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
DECREASED
Shares40,384 from 64,882
Change-24,498 (-38%)
Value$5.1M (-$2.9M)
Filed 2026-11-04
Avior Wealth Management, LLC
DECREASED
Shares40,276 from 42,176
Change-1,900 (-4%)
Value$5.0M (-$192.0K)
Filed 2026-10-13
CRA Financial Services, LLC
DECREASED
Shares39,961 from 40,530
Change-569 (-1%)
Value$5.0M (-$27.0K)
Filed 2026-10-16
Capital Investment Advisors, LLC
INCREASED
Shares39,805 from 37,756
Change+2,049 (+5%)
Value$5.0M (+$297.9K)
Filed 2026-10-22
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares39,688 from 39,688
Change0 (0%)
Value$5.0M (+$43.0K)
Filed 2026-11-05
Enclave Advisors LLC
UNCHANGED
Shares39,652 from 39,652
Change0 (0%)
Value$5.0M (+$43.2K)
Filed 2026-10-14
Capital Asset Advisory Services LLC
DECREASED
Shares39,608 from 40,308
Change-700 (-2%)
Value$4.8M (-$248.5K)
Filed 2026-10-30
Ascentis Independent Advisors
NEW
Shares39,540
Change+39,540
Value$5.0M
Filed 2026-11-03
Aaron Wealth Advisors LLC
DECREASED
Shares39,513 from 39,718
Change-205 (-1%)
Value$4.9M (+$17.6K)
Filed 2026-10-13
Nfsg Corp
INCREASED
Shares39,433 from 26,935
Change+12,498 (+46%)
Value$4.9M (+$1.6M)
Filed 2026-10-15
Diversified Portfolios, Inc.
INCREASED
Shares39,245 from 39,168
Change+77 (+0%)
Value$4.9M (+$52.3K)
Filed 2026-11-04
Sigma Planning Corp
DECREASED
Shares38,874 from 49,038
Change-10,164 (-21%)
Value$4.9M (-$1.2M)
Filed 2026-10-23
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares38,791 from 9,247
Change+29,544 (+320%)
Value$4.9M (+$3.7M)
Filed 2026-10-09
Willner & Heller, LLC
DECREASED
Shares38,783 from 39,027
Change-244 (-1%)
Value$4.9M (+$12.0K)
Filed 2026-10-28
Columbus Macro, LLC
INCREASED
Shares38,750 from 37,329
Change+1,421 (+4%)
Value$4.9M (+$218.8K)
Filed 2026-10-14
Ellis Investment Partners, LLC
DECREASED
Shares38,717 from 39,922
Change-1,205 (-3%)
Value$4.8M (-$107.5K)
Filed 2026-10-21
Private Trust Co NA
INCREASED
Shares38,717 from 38,475
Change+242 (+1%)
Value$4.8M (+$72.3K)
Filed 2026-10-20
Legacy Financial Group, Inc.
DECREASED
Shares38,626 from 38,816
Change-190 (0%)
Value$4.8M (+$18.5K)
Filed 2026-10-21
Etesian Wealth Advisors, Inc.
DECREASED
Shares38,567 from 39,756
Change-1,189 (-3%)
Value$4.8M (-$105.6K)
Filed 2026-10-27
Bouvel Investment Partners, LLC
INCREASED
Shares38,333 from 38,295
Change+38 (+0%)
Value$4.8M (+$46.5K)
Filed 2026-10-13
Atwater Malick LLC
UNCHANGED
Shares38,168 from 38,168
Change0 (0%)
Value$4.8M (+$41.6K)
Filed 2026-10-15
Centerpoint Advisory Group
INCREASED
Shares38,154 from 38,009
Change+145 (+0%)
Value$4.8M (+$59.6K)
Filed 2026-10-23
Gryphon Financial Partners LLC
INCREASED
Shares38,144 from 36,701
Change+1,443 (+4%)
Value$4.8M (+$220.8K)
Filed 2026-11-04
Valley Forge Investment Consultants Inc ADV
DECREASED
Shares37,988 from 38,153
Change-165 (0%)
Value$4.8M (+$20.9K)
Filed 2026-11-03
Guidance Point Advisors, LLC
DECREASED
Shares37,674 from 37,769
Change-95 (0%)
Value$4.7M (+$28.7K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares37,120 from 36,470
Change+650 (+2%)
Value$4.6M (+$121.2K)
Filed 2026-10-13
Beam Wealth Advisors, Inc.
DECREASED
Shares36,580 from 37,918
Change-1,338 (-4%)
Value$4.6M (-$126.2K)
Filed 2026-11-03
Allstreet Capital Advisors LLC
DECREASED
Shares36,520 from 36,929
Change-409 (-1%)
Value$4.6M (-$10.9K)
Filed 2026-11-04
KMG Fiduciary Partners, LLC
DECREASED
Shares36,462 from 36,643
Change-181 (0%)
Value$4.6M (+$17.3K)
Filed 2026-10-14
jvl associates llc
UNCHANGED
Shares36,448 from 36,448
Change0 (0%)
Value$4.6M (+$39.7K)
Filed 2026-10-09
Howland Capital Management LLC
INCREASED
Shares36,436 from 36,432
Change+4 (+0%)
Value$4.6M (+$40.2K)
Filed 2026-10-22
True Link Financial Advisors, LLC
DECREASED
Shares36,358 from 37,424
Change-1,066 (-3%)
Value$4.6M (-$92.7K)
Filed 2026-10-27
Clark & Stuart, Inc
INCREASED
Shares36,270 from 36,238
Change+32 (+0%)
Value$4.5M (+$43.5K)
Filed 2026-10-14
Anchyra Partners LLC
INCREASED
Shares36,109 from 33,120
Change+2,989 (+9%)
Value$4.5M (+$410.5K)
Filed 2026-10-13
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares36,000 from 35,800
Change+200 (+1%)
Value$4.5M (+$64.1K)
Filed 2026-10-22
Annex Advisory Services, LLC
INCREASED
Shares35,995 from 35,687
Change+308 (+1%)
Value$4.5M (+$77.5K)
Filed 2026-10-16
Aureum Wealth Management, LLC
DECREASED
Shares35,862 from 35,867
Change-5 (0%)
Value$4.5M (+$38.5K)
Filed 2026-10-15
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares35,684 from 35,068
Change+616 (+2%)
Value$4.5M (+$115.4K)
Filed 2026-10-20
KDK Private Wealth Management, LLC
DECREASED
Shares35,510 from 35,727
Change-217 (-1%)
Value$4.4M (+$11.8K)
Filed 2026-11-03
Retirement Planning Group, LLC
DECREASED
Shares35,111 from 35,471
Change-360 (-1%)
Value$4.4M (-$6.5K)
Filed 2026-10-19
GenWealth Group, Inc.
DECREASED
Shares34,748 from 35,423
Change-675 (-2%)
Value$4.4M (-$45.9K)
Filed 2026-10-16
DeLarme Wealth Management, Inc.
DECREASED
Shares34,704 from 34,794
Change-90 (0%)
Value$4.3M (+$26.7K)
Filed 2026-10-30
Nolet Wealth Management, LLC
UNCHANGED
Shares34,688 from 34,688
Change0 (0%)
Value$4.3M (+$37.8K)
Filed 2026-10-15
Orser Capital Management, LLC
DECREASED
Shares34,676 from 35,001
Change-325 (-1%)
Value$4.3M (-$2.6K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
DECREASED
Shares34,629 from 121,868
Change-87,239 (-72%)
Value$4.3M (-$10.8M)
Filed 2026-10-21
Koshinski Asset Management, Inc.
INCREASED
Shares34,318 from 28,289
Change+6,029 (+21%)
Value$4.3M (+$786.0K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
INCREASED
Shares34,041 from 33,750
Change+291 (+1%)
Value$4.3M (+$149.8K)
Filed 2026-10-16
Leo Wealth, LLC
NEW
Shares33,882
Change+33,882
Value$4.2M
Filed 2026-10-26
Fiduciary Financial Group, LLC
DECREASED
Shares33,417 from 34,574
Change-1,157 (-3%)
Value$4.2M (-$107.2K)
Filed 2026-10-13
Investmark Advisory Group LLC
INCREASED
Shares33,289 from 20,691
Change+12,598 (+61%)
Value$4.2M (+$1.6M)
Filed 2026-10-27
Vestor Capital, LLC
DECREASED
Shares32,978 from 198,804
Change-165,826 (-83%)
Value$7.8K (-$3.8K)
Filed 2026-11-04
Mechanics Bank Trust Department
INCREASED
Shares32,727 from 31,724
Change+1,003 (+3%)
Value$4.1M (+$160.2K)
Filed 2026-10-13
Independence Bank of Kentucky
DECREASED
Shares32,601 from 32,781
Change-180 (-1%)
Value$4.1M (+$13.2K)
Filed 2026-10-26
Robinson Smith Wealth Advisors LLC
DECREASED
Shares32,280 from 32,361
Change-81 (0%)
Value$4.0M (+$25.1K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
INCREASED
Shares32,193 from 31,972
Change+221 (+1%)
Value$4.0M (+$61.3K)
Filed 2026-10-30
Greenleaf Trust
DECREASED
Shares32,117 from 32,344
Change-227 (-1%)
Value$4.0M (+$6.8K)
Filed 2026-10-29
Sendero Wealth Management, LLC
UNCHANGED
Shares31,936 from 31,936
Change0 (0%)
Value$4.0M (+$34.8K)
Filed 2026-10-14
Wealth Dimensions Group, Ltd.
INCREASED
Shares31,856 from 28,602
Change+3,254 (+11%)
Value$4.0M (+$438.8K)
Filed 2026-11-02
GGM Financial LLC
INCREASED
Shares31,510 from 28,026
Change+3,484 (+12%)
Value$3.9M (+$466.9K)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
INCREASED
Shares31,478 from 30,886
Change+592 (+2%)
Value$3.9M (+$107.9K)
Filed 2026-10-29
Weaver Capital Management LLC
INCREASED
Shares31,430 from 7,858
Change+23,572 (+300%)
Value$3.9M (+$586.4K)
Filed 2026-10-15
Glenview Trust Co
INCREASED
Shares31,422 from 29,644
Change+1,778 (+6%)
Value$3.9M (+$255.0K)
Filed 2026-10-28
Mutual of America Capital Management LLC
INCREASED
Shares31,310 from 15,174
Change+16,136 (+106%)
Value$3.9M (+$2.0M)
Filed 2026-10-23
Argyle Capital Partners, LLC
DECREASED
Shares31,262 from 32,103
Change-841 (-3%)
Value$3.9M (-$70.4K)
Filed 2026-10-23
Towerpoint Wealth, LLC
DECREASED
Shares31,241 from 32,264
Change-1,023 (-3%)
Value$3.9M (-$93.0K)
Filed 2026-10-13
Pachira Investments Inc.
INCREASED
Shares31,226 from 31,198
Change+28 (+0%)
Value$3.9M (+$37.5K)
Filed 2026-10-14
Summit Financial Strategies, Inc.
DECREASED
Shares31,087 from 32,107
Change-1,020 (-3%)
Value$3.9M (-$92.8K)
Filed 2026-10-14
Noble Family Wealth, LLC
DECREASED
Shares31,081 from 31,880
Change-799 (-3%)
Value$3.9M (-$65.3K)
Filed 2026-10-26
Soltis Investment Advisors LLC
INCREASED
Shares31,048 from 30,881
Change+167 (+1%)
Value$3.9M (+$54.6K)
Filed 2026-10-28
Baker Tilly Wealth Management, LLC
INCREASED
Shares31,019 from 30,562
Change+457 (+2%)
Value$3.9M (+$90.6K)
Filed 2026-10-05
Arcadia Wealth Management, LLC
DECREASED
Shares30,780 from 106,025
Change-75,245 (-71%)
Value$3.9M (-$9.3M)
Filed 2026-10-22
Integrity Alliance, Llc.
DECREASED
Shares30,756 from 32,190
Change-1,434 (-4%)
Value$3.9M (-$144.6K)
Filed 2026-10-29
Trust Point Inc.
DECREASED
Shares30,585 from 31,231
Change-646 (-2%)
Value$3.8M (-$46.9K)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
DECREASED
Shares30,254 from 31,104
Change-850 (-3%)
Value$3.8M (-$72.6K)
Filed 2026-10-26
CIBC Asset Management Inc
INCREASED
Shares30,162 from 30,138
Change+24 (+0%)
Value$3.8M (+$35.9K)
Filed 2026-11-05
AdvisorNet Financial, Inc
DECREASED
Shares29,999 from 34,151
Change-4,152 (-12%)
Value$3.7M (-$512.5K)
Filed 2026-10-15
InvesTrust
DECREASED
Shares29,966 from 30,824
Change-858 (-3%)
Value$3.8M (-$73.9K)
Filed 2026-10-14
Meridian Wealth Management, LLC
DECREASED
Shares29,793 from 31,049
Change-1,256 (-4%)
Value$3.8M (-$123.5K)
Filed 2026-11-05
Texas Bank & Trust Co
INCREASED
Shares29,598 from 28,463
Change+1,135 (+4%)
Value$3.7M (+$173.2K)
Filed 2026-11-04
First National Trust Co
INCREASED
Shares29,408 from 27,639
Change+1,769 (+6%)
Value$3.7M (+$251.7K)
Filed 2026-10-28
Indivisible Partners
DECREASED
Shares28,981 from 31,463
Change-2,482 (-8%)
Value$3.6M (-$276.6K)
Filed 2026-10-26
Certified Advisory Corp
DECREASED
Shares28,957 from 29,088
Change-131 (0%)
Value$3.6M (+$15.3K)
Filed 2026-10-29
Baron Financial Group, LLC
DECREASED
Shares28,952 from 29,072
Change-120 (0%)
Value$3.6M (+$16.7K)
Filed 2026-10-09
Canandaigua National Bank & Trust Co
DECREASED
Shares28,892 from 29,240
Change-348 (-1%)
Value$3.6M (-$11.7K)
Filed 2026-10-07
Elevation Wealth Partners, LLC
INCREASED
Shares28,775 from 28,760
Change+15 (+0%)
Value$3.6M (+$33.1K)
Filed 2026-10-07
First United Bank & Trust
DECREASED
Shares28,760 from 28,950
Change-190 (-1%)
Value$3.6M (+$7.8K)
Filed 2026-10-22
Premier Path Wealth Partners, LLC
DECREASED
Shares28,687 from 28,890
Change-203 (-1%)
Value$3.6M (+$6.1K)
Filed 2026-10-16
Davenport & Co LLC
INCREASED
Shares28,661 from 28,198
Change+463 (+2%)
Value$3.6M (+$88.7K)
Filed 2026-10-14
Middleton & Co Inc
DECREASED
Shares28,653 from 28,793
Change-140 (0%)
Value$3.6M (+$13.8K)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
DECREASED
Shares28,617 from 28,717
Change-100 (0%)
Value$3.6M (+$18.8K)
Filed 2026-10-26
Frank, Rimerman Advisors LLC
UNCHANGED
Shares28,568 from 28,568
Change0 (0%)
Value$3.6M (+$31.1K)
Filed 2026-10-16
Klingman & Associates, LLC
DECREASED
Shares28,480 from 28,958
Change-478 (-2%)
Value$3.6M (-$28.3K)
Filed 2026-10-20
Biltmore Family Office, LLC
UNCHANGED
Shares28,464 from 28,464
Change0 (0%)
Value$3.6M (+$31.0K)
Filed 2026-11-03
HUB Investment Partners, LLC
DECREASED
Shares28,235 from 33,438
Change-5,203 (-16%)
Value$3.5M (-$615.3K)
Filed 2026-11-03
Family Capital Management, Inc.
DECREASED
Shares28,135 from 30,330
Change-2,195 (-7%)
Value$3.5M (-$241.9K)
Filed 2026-11-03
Element Pointe Advisors, LLC
UNCHANGED
Shares27,972 from 27,972
Change0 (0%)
Value$3.5M (+$30.5K)
Filed 2026-10-21
SeaCrest Wealth Management, LLC
INCREASED
Shares27,956 from 26,871
Change+1,085 (+4%)
Value$3.5M (+$165.3K)
Filed 2026-10-21
Towercrest Capital Management
DECREASED
Shares27,945 from 28,805
Change-860 (-3%)
Value$3.5M (-$76.3K)
Filed 2026-10-23
Peddock Capital Advisors, LLC
DECREASED
Shares27,889 from 29,969
Change-2,080 (-7%)
Value$3.5M (-$227.9K)
Filed 2026-10-16
PKS Advisory Services, LLC
UNCHANGED
Shares27,783 from 27,783
Change0 (0%)
Value$3.4M ($0)
Filed 2026-10-26
Verdence Capital Advisors LLC
INCREASED
Shares27,731 from 27,507
Change+224 (+1%)
Value$3.5M (+$58.0K)
Filed 2026-10-26
Aspiriant, LLC
INCREASED
Shares27,670 from 26,435
Change+1,235 (+5%)
Value$3.5M (+$183.5K)
Filed 2026-10-16
Lee, Kelleher & Klein Wealth Management
DECREASED
Shares27,666 from 27,706
Change-40 (0%)
Value$3.5M (+$25.2K)
Filed 2026-10-08
Redhawk Wealth Advisors, Inc.
DECREASED
Shares27,645 from 30,483
Change-2,838 (-9%)
Value$3.5M (-$322.1K)
Filed 2026-10-14
Allegheny Financial Group
INCREASED
Shares27,583 from 25,573
Change+2,010 (+8%)
Value$3.5M (+$279.7K)
Filed 2026-11-05
Cahaba Wealth Management, Inc.
DECREASED
Shares27,581 from 28,200
Change-619 (-2%)
Value$3.5M (-$46.7K)
Filed 2026-10-26
Cullinan Associates Inc
UNCHANGED
Shares27,460 from 27,460
Change0 (0%)
Value$3.4M (+$29.9K)
Filed 2026-11-03
Encompass Wealth Advisors, LLC
INCREASED
Shares27,374 from 14,534
Change+12,840 (+88%)
Value$3.4M (+$1.6M)
Filed 2026-10-15
Sharkey, Howes & Javer
INCREASED
Shares27,176 from 26,963
Change+213 (+1%)
Value$3.4M (+$56.1K)
Filed 2026-10-22
Cypress Capital Group
DECREASED
Shares26,937 from 27,528
Change-591 (-2%)
Value$3.4M (-$44.0K)
Filed 2026-11-03
General Partner, Inc.
UNCHANGED
Shares26,784 from 26,784
Change0 (0%)
Value$3.4M (+$29.2K)
Filed 2026-10-05
Titleist Asset Management, LLC
INCREASED
Shares26,489 from 24,668
Change+1,821 (+7%)
Value$3.3M (+$255.6K)
Filed 2026-10-08
Beaumont Financial Advisors, LLC
DECREASED
Shares26,402 from 26,412
Change-10 (0%)
Value$3.3M (+$27.5K)
Filed 2026-10-22
Forte Asset Management LLC
NEW
Shares26,315
Change+26,315
Value$3.3M
Filed 2026-10-13
Angeles Wealth Management, LLC
INCREASED
Shares26,302 from 25,793
Change+509 (+2%)
Value$3.3M (+$91.9K)
Filed 2026-10-26
MBL Wealth, LLC
DECREASED
Shares26,257 from 27,468
Change-1,211 (-4%)
Value$3.3M (-$121.7K)
Filed 2026-10-22
First National Bank Sioux Falls
INCREASED
Shares26,243 from 6,247
Change+19,996 (+320%)
Value$3.3M (+$355.9K)
Filed 2026-10-13
Maryland Capital Advisors Inc.
UNCHANGED
Shares26,116 from 26,116
Change0 (0%)
Value$3.3M (+$28.5K)
Filed 2026-10-15
Oarsman Capital, Inc.
UNCHANGED
Shares26,115 from 26,115
Change0 (0%)
Value$3.3M (+$28.5K)
Filed 2026-11-05
Cambridge Advisors Inc.
UNCHANGED
Shares26,036 from 26,036
Change0 (0%)
Value$3.3M (+$28.4K)
Filed 2026-10-19
Evergreen Capital Management LLC
INCREASED
Shares25,724 from 24,884
Change+840 (+3%)
Value$3.2M (+$132.3K)
Filed 2026-10-23
Alliance Wealth Management Group
DECREASED
Shares25,692 from 26,552
Change-860 (-3%)
Value$3.2M (-$78.8K)
Filed 2026-10-29
Radnor Capital Management, LLC
DECREASED
Shares25,672 from 25,772
Change-100 (0%)
Value$3.2M (+$15.6K)
Filed 2026-10-23
Trust Co of the South
INCREASED
Shares25,396 from 22,240
Change+3,156 (+14%)
Value$3.2M (+$419.6K)
Filed 2026-10-21
Park National Corp
DECREASED
Shares25,027 from 25,178
Change-151 (-1%)
Value$3.1M (+$8.5K)
Filed 2026-10-05
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares24,900 from 24,900
Change0 (0%)
Value$3.1M (+$27.1K)
Filed 2026-10-28
Focus Financial Network, Inc.
DECREASED
Shares24,509 from 27,091
Change-2,582 (-10%)
Value$3.1M (-$293.9K)
Filed 2026-10-14
Welch & Forbes LLC
DECREASED
Shares24,488 from 24,588
Change-100 (0%)
Value$3.1M (+$14.3K)
Filed 2026-11-04
Caldwell Trust Co
INCREASED
Shares24,266 from 22,601
Change+1,665 (+7%)
Value$3.0M (+$233.2K)
Filed 2026-10-30
Partnership Wealth Management, LLC
DECREASED
Shares24,237 from 25,647
Change-1,410 (-5%)
Value$3.0M (-$148.7K)
Filed 2026-10-05
Gibson Capital, LLC
INCREASED
Shares24,164 from 7,720
Change+16,444 (+213%)
Value$3.0M (+$2.1M)
Filed 2026-10-23
Intelligence Driven Advisers, LLC
INCREASED
Shares24,000 from 23,461
Change+539 (+2%)
Value$3.0M (+$93.1K)
Filed 2026-10-09
ALM First Financial Advisors, LLC
UNCHANGED
Shares23,980 from 23,980
Change0 (0%)
Value$3.0M (+$26.1K)
Filed 2026-10-13
Parsons Capital Management Inc
INCREASED
Shares23,924 from 9,120
Change+14,804 (+162%)
Value$3.0M (+$1.9M)
Filed 2026-10-28
Brady Martz Wealth Solutions, LLC
DECREASED
Shares23,891 from 23,976
Change-85 (0%)
Value$3.0M (+$15.5K)
Filed 2026-11-05
Grant Street Asset Management, Inc.
INCREASED
Shares23,605 from 19,691
Change+3,914 (+20%)
Value$3.0M (+$511.8K)
Filed 2026-10-26
Auour Investments LLC
DECREASED
Shares23,535 from 23,815
Change-280 (-1%)
Value$2.9M (-$9.1K)
Filed 2026-10-28
Moody Lynn Lieberson & Walker, LLC
DECREASED
Shares23,496 from 23,656
Change-160 (-1%)
Value$2.9M (+$5.7K)
Filed 2026-10-14
Goelzer Investment Management, Inc.
DECREASED
Shares23,394 from 31,750
Change-8,356 (-26%)
Value$2.9M (-$1.0M)
Filed 2026-10-16
Accurate Wealth Management, LLC
INCREASED
Shares23,218 from 19,369
Change+3,849 (+20%)
Value$3.0M (+$550.7K)
Filed 2026-10-20
WealthBridge Capital Management, LLC
DECREASED
Shares23,075 from 23,863
Change-788 (-3%)
Value$2.9M (-$72.7K)
Filed 2026-10-16
Obermeyer Wealth Partners
INCREASED
Shares23,019 from 22,508
Change+511 (+2%)
Value$2.9M (+$88.5K)
Filed 2026-10-21
Fortress Financial Group, LLC
INCREASED
Shares22,996 from 22,980
Change+16 (+0%)
Value$2.9M (+$27.0K)
Filed 2026-10-21
Chesley Taft & Associates LLC
DECREASED
Shares22,910 from 23,684
Change-774 (-3%)
Value$2.9M (-$71.1K)
Filed 2026-10-13
Mainstream Capital Management LLC
DECREASED
Shares22,805 from 34,265
Change-11,460 (-33%)
Value$2.9M (-$1.4M)
Filed 2026-10-23
Flywheel Private Wealth LLC
DECREASED
Shares22,740 from 22,796
Change-56 (0%)
Value$2.8M (+$17.8K)
Filed 2026-11-02
Balentine LLC
INCREASED
Shares22,697 from 22,140
Change+557 (+3%)
Value$2.8M (+$94.0K)
Filed 2026-11-03
Detalus Advisors, LLC
UNCHANGED
Shares22,311 from 22,311
Change0 (0%)
Value$2.8M (+$24.3K)
Filed 2026-10-15
CGN Advisors LLC
DECREASED
Shares22,102 from 24,188
Change-2,086 (-9%)
Value$2.8M (-$234.9K)
Filed 2026-10-21
Moneco Advisors, LLC
DECREASED
Shares21,908 from 22,809
Change-901 (-4%)
Value$2.7M (-$87.9K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
INCREASED
Shares21,769 from 20,745
Change+1,024 (+5%)
Value$2.7M (+$150.9K)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
INCREASED
Shares21,748 from 21,074
Change+674 (+3%)
Value$2.7M (+$107.4K)
Filed 2026-10-29
James J. Burns & Company, LLC
DECREASED
Shares21,735 from 23,557
Change-1,822 (-8%)
Value$2.7M (-$202.5K)
Filed 2026-10-22
JP Wealth Management, Inc.
UNCHANGED
Shares21,600 from 21,600
Change0 (0%)
Value$2.7M (+$23.5K)
Filed 2026-10-07
LEE Danner & Bass Inc
DECREASED
Shares21,596 from 21,696
Change-100 (0%)
Value$2.7M (+$11.1K)
Filed 2026-10-27
Old Mission Investment Co LLC
INCREASED
Shares21,440 from 21,426
Change+14 (+0%)
Value$2.7M (+$25.2K)
Filed 2026-10-22
Almanack Investment Partners, Llc.
DECREASED
Shares21,396 from 21,420
Change-24 (0%)
Value$2.7M (+$20.3K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares21,359 from 21,508
Change-149 (-1%)
Value$2.7M (+$39.6K)
Filed 2026-11-02
Sterling Investment Counsel, LLC
UNCHANGED
Shares21,357 from 21,357
Change0 (0%)
Value$2.7M (+$23.3K)
Filed 2026-10-19
Magnus Financial Group LLC
INCREASED
Shares21,127 from 21,105
Change+22 (+0%)
Value$2.6M (+$25.7K)
Filed 2026-10-21
Beacon Advisors Holdings, LLC
DECREASED
Shares21,077 from 21,265
Change-188 (-1%)
Value$2.6M (-$356)
Filed 2026-10-27
Sentinel Advisory Group, LLC
INCREASED
Shares20,979 from 20,652
Change+327 (+2%)
Value$2.6M (+$63.5K)
Filed 2026-10-20
Integrated Capital Management, Inc.
DECREASED
Shares20,885 from 21,772
Change-887 (-4%)
Value$2.6M (-$87.4K)
Filed 2026-10-09
Ferguson Wellman Capital Management, Inc
INCREASED
Shares20,862 from 19,660
Change+1,202 (+6%)
Value$2.6M (+$172.0K)
Filed 2026-10-05
RKL Wealth Management LLC
UNCHANGED
Shares20,780 from 20,780
Change0 (0%)
Value$2.6M (+$22.7K)
Filed 2026-10-16
Vaquero Private Wealth, LTD
DECREASED
Shares20,757 from 23,144
Change-2,387 (-10%)
Value$2.6M (-$273.8K)
Filed 2026-10-27
Stackstone Wealth, LLC
NEW
Shares20,621
Change+20,621
Value$2.6M
Filed 2026-10-19
Florida Trust Wealth Management Co
DECREASED
Shares20,581 from 20,693
Change-112 (-1%)
Value$2.6M (+$8.5K)
Filed 2026-11-05
Cannon Financial Strategists, Inc.
INCREASED
Shares20,571 from 19,871
Change+700 (+4%)
Value$2.6M (+$109.3K)
Filed 2026-10-19
Invested Advisors
DECREASED
Shares20,547 from 25,091
Change-4,544 (-18%)
Value$2.6M (-$541.8K)
Filed 2026-10-23
Tassel Capital Management, Inc.
INCREASED
Shares20,533 from 20,162
Change+371 (+2%)
Value$2.6M (+$68.4K)
Filed 2026-10-20
Luts & Greenleigh Group, Inc.
DECREASED
Shares20,499 from 20,692
Change-193 (-1%)
Value$2.6M (-$1.6K)
Filed 2026-11-05
Salomon & Ludwin, LLC
DECREASED
Shares20,467 from 20,517
Change-50 (0%)
Value$2.6M (+$39.7K)
Filed 2026-10-29
IFG Advisors, LLC
INCREASED
Shares20,369 from 20,359
Change+10 (+0%)
Value$2.6M (+$23.4K)
Filed 2026-10-15
Tarbox Family Office, Inc.
UNCHANGED
Shares20,298 from 20,298
Change0 (0%)
Value$2.5M (+$22.1K)
Filed 2026-10-23
Acropolis Investment Management, LLC
UNCHANGED
Shares20,196 from 20,196
Change0 (0%)
Value$2.5M (+$22.0K)
Filed 2026-10-08
Blankinship & Foster, LLC
DECREASED
Shares20,174 from 22,318
Change-2,144 (-10%)
Value$2.5M (-$244.3K)
Filed 2026-10-19
Cornerstone Wealth Group, LLC
DECREASED
Shares20,130 from 20,406
Change-276 (-1%)
Value$2.5M (-$12.3K)
Filed 2026-11-02
LVM Capital Management LTD
UNCHANGED
Shares19,908 from 19,908
Change0 (0%)
Value$2.5M (+$2.5M)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
DECREASED
Shares19,875 from 20,458
Change-583 (-3%)
Value$2.5M (-$50.8K)
Filed 2026-11-04
Great Waters Wealth Management
DECREASED
Shares19,755 from 20,022
Change-267 (-1%)
Value$2.5M (-$11.7K)
Filed 2026-10-07
Carnegie Investment Counsel
INCREASED
Shares19,643 from 10,727
Change+8,916 (+83%)
Value$2.5M (+$1.1M)
Filed 2026-10-20
Ritholtz Wealth Management
INCREASED
Shares19,548 from 18,292
Change+1,256 (+7%)
Value$2.4M (+$177.2K)
Filed 2026-11-05
Wealth Analytics Partners, LLC
UNCHANGED
Shares19,522 from 19,522
Change0 (0%)
Value$2.4M (+$39.6K)
Filed 2026-10-19
Boyer Financial Services, Inc.
UNCHANGED
Shares19,488 from 19,488
Change0 (0%)
Value$2.4M (+$79.9K)
Filed 2026-10-23
Salem Investment Counselors Inc
UNCHANGED
Shares19,476 from 19,476
Change0 (0%)
Value$2.4M (+$21.2K)
Filed 2026-10-13
Global Trust Wealth Management LLC
INCREASED
Shares19,364 from 19,321
Change+43 (+0%)
Value$2.4M (+$26.4K)
Filed 2026-10-14
One Day In July LLC
INCREASED
Shares19,257 from 17,933
Change+1,324 (+7%)
Value$2.4M (+$185.4K)
Filed 2026-10-30
Southern Michigan Bank & Trust
DECREASED
Shares19,204 from 19,836
Change-632 (-3%)
Value$2.4M (-$57.5K)
Filed 2026-10-19
Voisard Asset Management Group, Inc.
UNCHANGED
Shares19,136 from 19,136
Change0 (0%)
Value$2.4M (+$20.9K)
Filed 2026-10-13
Quadrant Private Wealth Management, LLC
NEW
Shares19,038
Change+19,038
Value$2.4M
Filed 2026-11-04
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares18,958 from 18,800
Change+158 (+1%)
Value$2.4M (+$40.3K)
Filed 2026-10-15
Morton Capital Management LLC
DECREASED
Shares18,894 from 19,078
Change-184 (-1%)
Value$2.4M (-$2.3K)
Filed 2026-10-23
Tranquility Partners, LLC
DECREASED
Shares18,782 from 19,794
Change-1,012 (-5%)
Value$2.4M (-$105.2K)
Filed 2026-10-20
Home Federal Bank of Tennessee
UNCHANGED
Shares18,748 from 18,748
Change0 (0%)
Value$2.3M (+$20.4K)
Filed 2026-10-15
Cornerstone Planning Group LLC
DECREASED
Shares18,684 from 18,883
Change-199 (-1%)
Value$2.4M (+$106.6K)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares18,621 from 13,240
Change+5,381 (+41%)
Value$2.3M (+$688.5K)
Filed 2026-10-27
MMA Asset Management LLC
DECREASED
Shares18,573 from 19,032
Change-459 (-2%)
Value$2.3M (-$36.7K)
Filed 2026-11-02
Northeast Investment Management
DECREASED
Shares18,464 from 18,664
Change-200 (-1%)
Value$2.3M (-$4.7K)
Filed 2026-10-30
Bensler, LLC
DECREASED
Shares18,440 from 18,569
Change-129 (-1%)
Value$2.3M (+$4.1K)
Filed 2026-11-05
Clearwave Capital, LLC
INCREASED
Shares18,292 from 18,280
Change+12 (+0%)
Value$2.3M (+$21.4K)
Filed 2026-10-27
Trilogy Capital Inc.
DECREASED
Shares18,164 from 19,673
Change-1,509 (-8%)
Value$2.3M (-$167.6K)
Filed 2026-10-20
Facet Wealth, Inc.
INCREASED
Shares18,064 from 12,744
Change+5,320 (+42%)
Value$2.3M (+$680.3K)
Filed 2026-11-04
Alamar Capital Management, LLC
DECREASED
Shares18,050 from 18,502
Change-452 (-2%)
Value$2.3M (-$36.4K)
Filed 2026-11-02
TCV Trust & Wealth Management, Inc.
INCREASED
Shares17,924 from 17,516
Change+408 (+2%)
Value$2.2M (+$70.2K)
Filed 2026-10-16
Emprise Bank
UNCHANGED
Shares17,881 from 17,881
Change0 (0%)
Value$2.2M (+$19.5K)
Filed 2026-10-07
Monument Capital Management
DECREASED
Shares17,871 from 84,048
Change-66,177 (-79%)
Value$2.2M (-$8.2M)
Filed 2026-10-09
Independent Solutions Wealth Management, LLC
DECREASED
Shares17,761 from 23,939
Change-6,178 (-26%)
Value$2.2M (-$747.8K)
Filed 2026-10-28
Asset Dedication, LLC
INCREASED
Shares17,753 from 17,077
Change+676 (+4%)
Value$2.2M (+$103.3K)
Filed 2026-11-03
Rossmore Private Capital
UNCHANGED
Shares17,684 from 17,684
Change0 (0%)
Value$2.2M (+$19.3K)
Filed 2026-10-27
Blueline Advisors LLC
DECREASED
Shares17,599 from 19,262
Change-1,663 (-9%)
Value$2.2M (-$187.3K)
Filed 2026-10-15
Insight Inv LLC
DECREASED
Shares17,590 from 17,790
Change-200 (-1%)
Value$2.2M (-$5.7K)
Filed 2026-10-27
Columbia Bank
INCREASED
Shares17,546 from 16,538
Change+1,008 (+6%)
Value$2.2M (+$144.3K)
Filed 2026-10-29
HMS Capital Management, LLC
UNCHANGED
Shares17,484 from 17,484
Change0 (0%)
Value$2.2M (+$19.1K)
Filed 2026-10-20
Valley National Advisers Inc
UNCHANGED
Shares17,396 from 17,396
Change0 (0%)
Value$2.2M (+$19.0K)
Filed 2026-10-23
Curated Wealth Partners LLC
DECREASED
Shares17,310 from 17,572
Change-262 (-1%)
Value$2.2M (-$13.7K)
Filed 2026-10-15
Rockland Trust Co
DECREASED
Shares17,274 from 17,920
Change-646 (-4%)
Value$2.2M (-$61.4K)
Filed 2026-10-05
Cooper Financial Group
INCREASED
Shares17,166 from 17,051
Change+115 (+1%)
Value$2.2M (+$33.0K)
Filed 2026-10-07
Financial Perspectives, Inc
INCREASED
Shares17,093 from 16,577
Change+516 (+3%)
Value$2.1M (+$82.7K)
Filed 2026-11-03
Roman Butler Fullerton & Co
DECREASED
Shares17,019 from 17,026
Change-7 (0%)
Value$2.1M (+$16.5K)
Filed 2026-10-27
Burke & Herbert Bank & Trust Co
INCREASED
Shares16,988 from 15,948
Change+1,040 (+7%)
Value$2.1M (+$147.7K)
Filed 2026-11-02
Sage Capital Management, LLC
DECREASED
Shares16,975 from 17,360
Change-385 (-2%)
Value$2.1M (-$29.2K)
Filed 2026-10-20
Allodium Investment Consultants, LLC
UNCHANGED
Shares16,944 from 16,944
Change0 (0%)
Value$2.1M (+$18.5K)
Filed 2026-10-14
Verus Capital Partners, LLC
INCREASED
Shares16,924 from 16,202
Change+722 (+4%)
Value$2.1M (+$108.1K)
Filed 2026-11-03
Archer Investment Corp
DECREASED
Shares16,835 from 19,468
Change-2,633 (-14%)
Value$2.1M (-$308.6K)
Filed 2026-11-05
Evermay Wealth Management LLC
UNCHANGED
Shares16,824 from 16,824
Change0 (0%)
Value$2.1M (+$18.3K)
Filed 2026-11-05
ZWJ Investment Counsel Inc
UNCHANGED
Shares16,812 from 16,812
Change0 (0%)
Value$2.1M (+$18.3K)
Filed 2026-10-15
Cornerstone Wealth Management, LLC
DECREASED
Shares16,738 from 25,738
Change-9,000 (-35%)
Value$2.1M (-$1.1M)
Filed 2026-11-04
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares16,588 from 16,588
Change0 (0%)
Value$2.1M (+$18.1K)
Filed 2026-11-02
S.A. Mason LLC
INCREASED
Shares16,479 from 16,464
Change+15 (+0%)
Value$2.1M (+$19.8K)
Filed 2026-10-13
Brown, Lisle Ings, Inc.
INCREASED
Shares16,366 from 16,324
Change+42 (+0%)
Value$2.1M (+$23.1K)
Filed 2026-10-16
Essex Bank
DECREASED
Shares16,326 from 16,620
Change-294 (-2%)
Value$2.0M (-$18.7K)
Filed 2026-10-16
Beacon Financial Advisory LLC
DECREASED
Shares16,224 from 16,362
Change-138 (-1%)
Value$2.0M (+$623)
Filed 2026-10-16
Brown Financial Advisory
DECREASED
Shares16,218 from 16,563
Change-345 (-2%)
Value$2.0M (-$25.2K)
Filed 2026-11-05
4Thought Financial Group Inc.
INCREASED
Shares16,173 from 4,486
Change+11,687 (+261%)
Value$2.0M (+$1.5M)
Filed 2026-11-02
Resonant Capital Advisors, LLC
DECREASED
Shares16,011 from 16,261
Change-250 (-2%)
Value$2.0M (-$13.6K)
Filed 2026-10-15
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares15,982 from 16,747
Change-765 (-5%)
Value$2.0M (-$77.6K)
Filed 2026-10-23
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares15,931 from 15,931
Change0 (0%)
Value$2.0M (+$17.4K)
Filed 2026-10-30
BIP Wealth, LLC
DECREASED
Shares15,921 from 18,776
Change-2,855 (-15%)
Value$2.0M (-$337.1K)
Filed 2026-10-22
McCarley & Cook Financial Planners
DECREASED
Shares15,890 from 16,460
Change-570 (-3%)
Value$2.0M (-$53.5K)
Filed 2026-10-21
Burns J W & Co Inc
DECREASED
Shares15,808 from 16,008
Change-200 (-1%)
Value$2.0M (-$7.6K)
Filed 2026-10-20
Willow Creek Wealth Management Inc.
DECREASED
Shares15,790 from 15,813
Change-23 (0%)
Value$2.0M (+$14.4K)
Filed 2026-10-26
Beacon Financial Group
DECREASED
Shares15,773 from 16,518
Change-745 (-5%)
Value$2.0M (-$75.3K)
Filed 2026-10-19
Able Wealth Management LLC
DECREASED
Shares15,759 from 16,202
Change-443 (-3%)
Value$2.0M (+$10.9K)
Filed 2026-10-13
Revolve Wealth Partners, LLC
DECREASED
Shares15,746 from 16,029
Change-283 (-2%)
Value$2.0M (-$18.0K)
Filed 2026-10-23
1834 Investment Advisors Co
DECREASED
Shares15,742 from 16,055
Change-313 (-2%)
Value$2.0M (-$21.7K)
Filed 2026-10-16
Advus Financial Partners, LLC
INCREASED
Shares15,735 from 13,009
Change+2,726 (+21%)
Value$2.0M (+$355.7K)
Filed 2026-10-20
Zenith Solutions, Inc.
DECREASED
Shares15,682 from 16,128
Change-446 (-3%)
Value$2.0M (-$38.3K)
Filed 2026-10-19
Hoese & Co LLP
UNCHANGED
Shares15,632 from 15,632
Change0 (0%)
Value$2.0M (+$17.0K)
Filed 2026-10-21
Traphagen Investment Advisors LLC
INCREASED
Shares15,612 from 14,966
Change+646 (+4%)
Value$2.0M (+$97.2K)
Filed 2026-10-14
Palisade Asset Management, LLC
DECREASED
Shares15,582 from 20,716
Change-5,134 (-25%)
Value$2.0M (-$620.6K)
Filed 2026-11-03
Midland Wealth Advisors, LLC
INCREASED
Shares15,578 from 14,984
Change+594 (+4%)
Value$2.0M (+$90.7K)
Filed 2026-10-26
First Hawaiian Bank
UNCHANGED
Shares15,548 from 15,548
Change0 (0%)
Value$1.9M (+$16.9K)
Filed 2026-10-14
Orgel Wealth Management, LLC
INCREASED
Shares15,465 from 14,882
Change+583 (+4%)
Value$1.9M (+$89.2K)
Filed 2026-10-14
Sheets Smith Wealth Management
DECREASED
Shares15,272 from 15,357
Change-85 (-1%)
Value$1.9M (+$6.1K)
Filed 2026-10-16
Hicks Capital Management LLC
UNCHANGED
Shares15,256 from 15,256
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-20
Decision Investments, Inc
UNCHANGED
Shares15,220 from 15,220
Change0 (0%)
Value$1.9M (+$16.6K)
Filed 2026-10-07
Sanchez Wealth Management Group
DECREASED
Shares15,195 from 351,287
Change-336,092 (-96%)
Value$1.9M (-$41.7M)
Filed 2026-11-02
BlueChip Wealth Advisors LLC
UNCHANGED
Shares15,195 from 15,195
Change0 (0%)
Value$1.9M (+$16.6K)
Filed 2026-11-03
Trademark Financial Management, LLC
DECREASED
Shares15,073 from 20,345
Change-5,272 (-26%)
Value$1.9M (-$638.2K)
Filed 2026-10-23
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares15,048 from 15,048
Change0 (0%)
Value$1.9M (+$16.4K)
Filed 2026-11-03
Legacy Capital Wealth Partners, LLC
INCREASED
Shares15,011 from 15,006
Change+5 (+0%)
Value$1.9M (+$17.0K)
Filed 2026-10-21
Ironwood Financial, llc
DECREASED
Shares14,960 from 15,130
Change-170 (-1%)
Value$1.9M (+$34.2K)
Filed 2026-10-20
CWA Asset Management Group, LLC
DECREASED
Shares14,935 from 15,508
Change-573 (-4%)
Value$1.9M (-$54.9K)
Filed 2026-10-19
Maseco LLP
INCREASED
Shares14,881 from 13,078
Change+1,803 (+14%)
Value$1.9M (+$240.4K)
Filed 2026-10-27
WealthPlan Investment Management, LLC
INCREASED
Shares14,877 from 14,854
Change+23 (+0%)
Value$1.9M (+$19.0K)
Filed 2026-10-15
Davidson Trust Co
INCREASED
Shares14,814 from 14,717
Change+97 (+1%)
Value$1.9M (+$28.3K)
Filed 2026-10-09
Sincerus Advisory, LLC
INCREASED
Shares14,791 from 14,299
Change+492 (+3%)
Value$1.9M (+$77.2K)
Filed 2026-10-09
October Effect Ltd
DECREASED
Shares14,784 from 15,471
Change-687 (-4%)
Value$1.9M (-$69.2K)
Filed 2026-10-20
Amplius Wealth Advisors, LLC
INCREASED
Shares14,745 from 13,977
Change+768 (+5%)
Value$1.8M (+$111.4K)
Filed 2026-10-20
Tactive Advisors, LLC
DECREASED
Shares14,593 from 15,595
Change-1,002 (-6%)
Value$1.8M (-$108.5K)
Filed 2026-10-08
Laurel Wealth Advisors LLC
UNCHANGED
Shares14,580 from 14,580
Change0 (0%)
Value$1.8M (+$15.9K)
Filed 2026-10-27
Archford Capital Strategies, LLC
UNCHANGED
Shares14,508 from 14,508
Change0 (0%)
Value$1.8M (+$15.8K)
Filed 2026-10-19
Montis Financial, LLC
UNCHANGED
Shares14,491 from 14,491
Change0 (0%)
Value$1.8M (+$15.8K)
Filed 2026-11-04
Autumn Glory Partners, LLC
DECREASED
Shares14,489 from 14,549
Change-60 (0%)
Value$1.8M (+$8.3K)
Filed 2026-10-26
Selective Wealth Management, Inc.
UNCHANGED
Shares14,414 from 14,414
Change0 (0%)
Value$1.8M (+$70.1K)
Filed 2026-10-16
Carret Asset Management, LLC
UNCHANGED
Shares14,404 from 14,404
Change0 (0%)
Value$1.8M (+$15.7K)
Filed 2026-11-04
Watershed Private Wealth LLC
DECREASED
Shares14,400 from 14,497
Change-97 (-1%)
Value$1.8M (+$3.7K)
Filed 2026-10-30
Advisory Resource Group
INCREASED
Shares14,271 from 14,130
Change+141 (+1%)
Value$1.8M (+$33.1K)
Filed 2026-10-26
AAF Wealth Management, LLC
DECREASED
Shares14,215 from 14,598
Change-383 (-3%)
Value$1.8M (-$32.2K)
Filed 2026-10-28
Secure Asset Management, LLC
DECREASED
Shares14,125 from 17,317
Change-3,192 (-18%)
Value$1.8M (-$381.0K)
Filed 2026-10-19
Financial Management Network Inc
DECREASED
Shares14,062 from 14,102
Change-40 (0%)
Value$1.8M (+$103.4K)
Filed 2026-10-09
Veracity Capital LLC
DECREASED
Shares14,036 from 14,629
Change-593 (-4%)
Value$1.8M (-$58.4K)
Filed 2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares13,938 from 13,461
Change+477 (+4%)
Value$1.7M (+$74.5K)
Filed 2026-10-14
Walkner Condon Financial Advisors LLC
DECREASED
Shares13,909 from 13,976
Change-67 (0%)
Value$1.7M (+$6.8K)
Filed 2026-11-02
KCM Investment Advisors LLC
DECREASED
Shares13,872 from 14,092
Change-220 (-2%)
Value$1.7M (-$12.2K)
Filed 2026-10-27
Townsend Asset Management Corp
DECREASED
Shares13,756 from 13,925
Change-169 (-1%)
Value$1.7M (-$6.0K)
Filed 2026-10-29
True North Advisors, LLC
INCREASED
Shares13,608 from 12,608
Change+1,000 (+8%)
Value$1.7M (+$139.0K)
Filed 2026-10-22
GW Henssler & Associates LTD
INCREASED
Shares13,592 from 12,492
Change+1,100 (+9%)
Value$1.7M (+$151.4K)
Filed 2026-10-26
Wedmont Private Capital
INCREASED
Shares13,591 from 11,215
Change+2,376 (+21%)
Value$1.7M (+$337.4K)
Filed 2026-10-09
Manchester Capital Management LLC
DECREASED
Shares13,554 from 13,556
Change-2 (0%)
Value$1.7M (+$14.5K)
Filed 2026-10-22
Golden State Wealth Management, LLC
DECREASED
Shares13,523 from 13,856
Change-333 (-2%)
Value$1.7M (-$26.6K)
Filed 2026-11-02
Cardinal Point Capital Management ULC
UNCHANGED
Shares13,487 from 13,487
Change0 (0%)
Value$1.7M (+$14.8K)
Filed 2026-10-21
Aspen Wealth Management LLC
INCREASED
Shares13,419 from 13,410
Change+9 (+0%)
Value$1.7M (+$15.8K)
Filed 2026-10-14
Kanawha Capital Management LLC
INCREASED
Shares13,389 from 13,337
Change+52 (+0%)
Value$1.7M (+$21.1K)
Filed 2026-10-19
Bayban
UNCHANGED
Shares13,320 from 13,320
Change0 (0%)
Value$1.7M ($0)
Filed 2026-11-05
Cambridge Financial Group, LLC
UNCHANGED
Shares13,297 from 13,297
Change0 (0%)
Value$1.7M ($0)
Filed 2026-10-06
PFG Advisors
DECREASED
Shares13,141 from 13,253
Change-112 (-1%)
Value$1.6M (+$416)
Filed 2026-10-16
Breachway Investments LLC
DECREASED
Shares13,128 from 13,168
Change-40 (0%)
Value$1.6M (+$9.3K)
Filed 2026-10-19
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares13,007 from 13,004
Change+3 (+0%)
Value$1.6M (+$14.5K)
Filed 2026-10-20
Greatmark Investment Partners, Inc.
UNCHANGED
Shares12,968 from 12,968
Change0 (0%)
Value$1.6M (+$14.1K)
Filed 2026-10-28
Founders Financial Securities LLC
INCREASED
Shares12,924 from 12,831
Change+93 (+1%)
Value$1.6M (+$25.7K)
Filed 2026-10-28
Appleton Partners Inc
DECREASED
Shares12,848 from 13,009
Change-161 (-1%)
Value$1.6K (-$1.6M)
Filed 2026-10-30
Peck Wealth Management, LLC
DECREASED
Shares12,821 from 12,917
Change-96 (-1%)
Value$1.6M (+$2.1K)
Filed 2026-10-29
Quadrant Capital Group LLC
UNCHANGED
Shares12,732 from 12,732
Change0 (0%)
Value$1.6M (+$37.6K)
Filed 2026-10-20
Parisi Gray Wealth Management
DECREASED
Shares12,651 from 12,888
Change-237 (-2%)
Value$1.6M (-$15.7K)
Filed 2026-10-16
Chicago Capital, LLC
INCREASED
Shares12,599 from 12,254
Change+345 (+3%)
Value$1.6M (+$56.6K)
Filed 2026-10-13
Boyum Wealth Architects LLC
DECREASED
Shares12,546 from 12,726
Change-180 (-1%)
Value$1.6M (+$46.9K)
Filed 2026-10-06
Bailard, Inc.
INCREASED
Shares12,518 from 12,418
Change+100 (+1%)
Value$1.6M (+$26.1K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
INCREASED
Shares12,510 from 12,502
Change+8 (+0%)
Value$1.6M (+$14.6K)
Filed 2026-11-04
J. Safra Sarasin Holding AG
UNCHANGED
Shares12,508 from 12,508
Change0 (0%)
Value$1.6M (+$41.5K)
Filed 2026-10-26
Realta Investment Advisors
DECREASED
Shares12,492 from 12,754
Change-262 (-2%)
Value$1.6M (-$18.9K)
Filed 2026-10-14
Verus Wealth Management, LLC
UNCHANGED
Shares12,488 from 12,488
Change0 (0%)
Value$1.6M (+$13.6K)
Filed 2026-10-13
Capital Investment Counsel, LLC
UNCHANGED
Shares12,457 from 12,457
Change0 (0%)
Value$1.6M (+$13.6K)
Filed 2026-10-14
Plancorp, LLC
INCREASED
Shares12,437 from 11,144
Change+1,293 (+12%)
Value$1.5M (+$107.7K)
Filed 2026-11-03
Gallacher Capital Management LLC
DECREASED
Shares12,382 from 12,722
Change-340 (-3%)
Value$1.6M (-$28.7K)
Filed 2026-10-30
Smithbridge Asset Management Inc
DECREASED
Shares12,312 from 12,323
Change-11 (0%)
Value$1.5M (+$12.1K)
Filed 2026-10-19
Financial Partners Group, Inc
DECREASED
Shares12,306 from 12,337
Change-31 (0%)
Value$1.5M (+$9.5K)
Filed 2026-10-19
Arista Wealth Management, LLC
UNCHANGED
Shares12,304 from 12,304
Change0 (0%)
Value$1.5M (+$13.4K)
Filed 2026-10-29
LS Investment Advisors, LLC
UNCHANGED
Shares12,204 from 12,204
Change0 (0%)
Value$1.5M (+$13.3K)
Filed 2026-10-13
Code Waechter LLC
UNCHANGED
Shares12,160 from 12,160
Change0 (0%)
Value$1.5M (+$13.3K)
Filed 2026-10-23
Mattern Capital Management, LLC
DECREASED
Shares12,090 from 12,501
Change-411 (-3%)
Value$1.5M (-$37.9K)
Filed 2026-11-02
Symphony Financial, Ltd. Co.
INCREASED
Shares12,065 from 11,440
Change+625 (+5%)
Value$1.5M (+$121.5K)
Filed 2026-10-22
Atala Financial Inc
UNCHANGED
Shares11,900 from 11,900
Change0 (0%)
Value$1.5M (+$13.0K)
Filed 2026-10-22
Balboa Wealth Partners
INCREASED
Shares11,876 from 11,768
Change+108 (+1%)
Value$1.5M (+$26.4K)
Filed 2026-10-20
Chapin Davis, Inc.
DECREASED
Shares11,821 from 11,925
Change-104 (-1%)
Value$1.5M (+$23)
Filed 2026-10-09
Partners Wealth Management, LLC
NEW
Shares11,815
Change+11,815
Value$1.5M
Filed 2026-10-28
Jacobi Capital Management LLC
DECREASED
Shares11,800 from 13,046
Change-1,246 (-10%)
Value$1.5M (-$141.9K)
Filed 2026-11-05
Principle Wealth Partners LLC
UNCHANGED
Shares11,756 from 11,756
Change0 (0%)
Value$1.5M (+$12.8K)
Filed 2026-11-02
Strategic Blueprint, LLC
INCREASED
Shares11,692 from 11,471
Change+221 (+2%)
Value$1.5M (+$40.3K)
Filed 2026-10-22
Steph & Co
INCREASED
Shares11,620 from 11,484
Change+136 (+1%)
Value$1.5M (+$29.6K)
Filed 2026-10-07
Ledyard National Bank
UNCHANGED
Shares11,608 from 11,608
Change0 (0%)
Value$1.5M (+$12.7K)
Filed 2026-10-21
MW Advisory, LLC
DECREASED
Shares11,457 from 12,710
Change-1,253 (-10%)
Value$1.4M (-$143.1K)
Filed 2026-10-19
Heartwood Wealth Advisors LLC
DECREASED
Shares11,448 from 11,485
Change-37 (0%)
Value$1.4M (+$7.9K)
Filed 2026-10-05
Fairvoy Private Wealth, LLC
INCREASED
Shares11,439 from 10,816
Change+623 (+6%)
Value$1.4M (+$89.8K)
Filed 2026-10-19
First Bank & Trust
INCREASED
Shares11,434 from 10,376
Change+1,058 (+10%)
Value$1.4M (+$143.8K)
Filed 2026-10-19
Hurley Capital, LLC
UNCHANGED
Shares11,412 from 11,412
Change0 (0%)
Value$1.4M (+$12.4K)
Filed 2026-11-05
Thrive Wealth Management, LLC
DECREASED
Shares11,365 from 20,236
Change-8,871 (-44%)
Value$1.4M (-$1.1M)
Filed 2026-10-13
WestHill Financial Advisors, Inc.
UNCHANGED
Shares11,321 from 11,321
Change0 (0%)
Value$1.4M (+$12.3K)
Filed 2026-10-14
Heritage Investment Group, Inc.
UNCHANGED
Shares11,232 from 11,232
Change0 (0%)
Value$1.4M (+$12.2K)
Filed 2026-11-03
Smith Salley Wealth Management
DECREASED
Shares11,220 from 11,596
Change-376 (-3%)
Value$1.4M (-$34.5K)
Filed 2026-11-03
TFC Financial Management, Inc.
UNCHANGED
Shares11,193 from 11,193
Change0 (0%)
Value$1.4M (+$12.3K)
Filed 2026-10-26
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares11,164 from 12,240
Change-1,076 (-9%)
Value$1.4M (-$121.4K)
Filed 2026-10-22
Interchange Capital Partners, LLC
UNCHANGED
Shares11,147 from 11,147
Change0 (0%)
Value$1.4M (+$12.2K)
Filed 2026-10-28
Armstrong, Fleming & Moore, Inc
DECREASED
Shares11,073 from 11,388
Change-315 (-3%)
Value$1.4M (-$27.0K)
Filed 2026-10-28
Black Diamond Financial, LLC
DECREASED
Shares11,071 from 11,232
Change-161 (-1%)
Value$1.4M (-$7.9K)
Filed 2026-10-26
GLR Partners, LLC
DECREASED
Shares11,054 from 11,107
Change-53 (0%)
Value$1.4M (+$5.5K)
Filed 2026-11-04
Clear Creek Financial Management, LLC
INCREASED
Shares11,008 from 9,475
Change+1,533 (+16%)
Value$1.4M (+$202.3K)
Filed 2026-10-28
ASL Financial, LLC
DECREASED
Shares11,003 from 11,121
Change-118 (-1%)
Value$1.4M (-$2.6K)
Filed 2026-10-15
Uptick Partners, LLC
DECREASED
Shares10,996 from 11,059
Change-63 (-1%)
Value$1.4M (+$4.3K)
Filed 2026-11-04
Flagship Private Wealth, LLC
DECREASED
Shares10,969 from 11,035
Change-66 (-1%)
Value$1.4M (+$3.8K)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED
Shares10,900 from 9,452
Change+1,448 (+15%)
Value$1.4M (+$220.1K)
Filed 2026-10-13
Seneca Financial Advisors LLC
INCREASED
Shares10,895 from 10,887
Change+8 (+0%)
Value$1.4M (+$12.9K)
Filed 2026-10-28
American Financial & TAX Strategies Inc
UNCHANGED
Shares10,832 from 10,832
Change0 (0%)
Value$1.4M (+$11.8K)
Filed 2026-10-16
First City Capital Management, Inc.
UNCHANGED
Shares10,816 from 10,816
Change0 (0%)
Value$1.4M (+$11.8K)
Filed 2026-10-27
Petredis Investment Advisors LLC
DECREASED
Shares10,812 from 10,841
Change-29 (0%)
Value$1.4M (+$8.2K)
Filed 2026-10-20
Waterfront Wealth Inc.
UNCHANGED
Shares10,792 from 10,792
Change0 (0%)
Value$1.3M (-$17.1K)
Filed 2026-11-03
Stanley-Laman Group, Ltd.
UNCHANGED
Shares10,768 from 10,768
Change0 (0%)
Value$1.3M (+$11.7K)
Filed 2026-10-20
Integrated Advisors Network LLC
DECREASED
Shares10,678 from 10,722
Change-44 (0%)
Value$1.3M (+$6.1K)
Filed 2026-10-20
Diversified Enterprises, LLC
INCREASED
Shares10,669 from 10,440
Change+229 (+2%)
Value$1.3M (+$40.1K)
Filed 2026-10-19
Wealthstar Advisors, LLC
DECREASED
Shares10,620 from 11,142
Change-522 (-5%)
Value$1.3M (-$53.3K)
Filed 2026-10-19
Keystone Wealth Services, LLC
INCREASED
Shares10,601 from 10,506
Change+95 (+1%)
Value$1.3M (+$23.8K)
Filed 2026-11-03
Greenwood Gearhart LLC
DECREASED
Shares10,528 from 12,153
Change-1,625 (-13%)
Value$1.3M (-$190.3K)
Filed 2026-11-02
Insight Advisors, LLC/ PA
DECREASED
Shares10,511 from 10,565
Change-54 (-1%)
Value$1.3M (+$4.7K)
Filed 2026-10-22
CFS Investment Advisory Services, LLC
UNCHANGED
Shares10,509 from 10,509
Change0 (0%)
Value$1.4M (+$84.4K)
Filed 2026-10-19
Harbor Asset Planning, Inc.
INCREASED
Shares10,496 from 10,487
Change+9 (+0%)
Value$1.3M (+$12.6K)
Filed 2026-10-23
Sage Private Wealth Group, LLC
INCREASED
Shares10,486 from 10,137
Change+349 (+3%)
Value$1.3M (+$54.8K)
Filed 2026-10-21
Tannin Capital LLC
UNCHANGED
Shares10,472 from 10,472
Change0 (0%)
Value$1.3M (+$11.4K)
Filed 2026-11-05
Kestra Investment Management, LLC
DECREASED
Shares10,463 from 10,708
Change-245 (-2%)
Value$1.3M (-$19.0K)
Filed 2026-11-04
Csenge Advisory Group
INCREASED
Shares10,459 from 10,303
Change+156 (+2%)
Value$1.3M (+$30.8K)
Filed 2026-11-04
Advisory Solutions Group, LLC
INCREASED
Shares10,430 from 8,271
Change+2,159 (+26%)
Value$1.3M (+$279.4K)
Filed 2026-10-14
Baker Boyer National Bank
UNCHANGED
Shares10,408 from 10,408
Change0 (0%)
Value$1.3M (+$11.3K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares10,404 from 2,135
Change+8,269 (+387%)
Value$1.3M (+$1.0M)
Filed 2026-10-16
Sprinkle Financial Consultants LLC
INCREASED
Shares10,380 from 10,372
Change+8 (+0%)
Value$1.3M (+$12.4K)
Filed 2026-10-09
Integrity Advisory Solutions, LLC
INCREASED
Shares10,347 from 9,295
Change+1,052 (+11%)
Value$1.3M (+$141.9K)
Filed 2026-10-29
Woodmont Investment Counsel LLC
UNCHANGED
Shares10,312 from 10,312
Change0 (0%)
Value$1.3M (+$11.2K)
Filed 2026-10-29
Reston Wealth Management LLC
INCREASED
Shares10,283 from 9,819
Change+464 (+5%)
Value$1.3M (+$68.8K)
Filed 2026-10-29
Providence First Trust Co
DECREASED
Shares10,260 from 13,139
Change-2,879 (-22%)
Value$1.3M (-$346.3K)
Filed 2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares10,259 from 10,077
Change+182 (+2%)
Value$1.3M (+$33.5K)
Filed 2026-10-13
Apollon Financial, LLC
DECREASED
Shares10,256 from 10,332
Change-76 (-1%)
Value$1.3M (+$1.8K)
Filed 2026-10-23
Tull Financial Group, Inc.
UNCHANGED
Shares10,239 from 10,239
Change0 (0%)
Value$1.3M (+$11.2K)
Filed 2026-11-05
Foster Group, Inc.
DECREASED
Shares10,234 from 10,285
Change-51 (0%)
Value$1.3M (+$4.8K)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares10,153 from 10,513
Change-360 (-3%)
Value$1.3M (-$33.6K)
Filed 2026-11-05
Goldstein Advisors, LLC
DECREASED
Shares10,143 from 10,549
Change-406 (-4%)
Value$1.3M (-$39.4K)
Filed 2026-10-15
Lyell Wealth Management, LP
UNCHANGED
Shares10,100 from 10,100
Change0 (0%)
Value$1.3M (+$11.0K)
Filed 2026-10-30
Nova R Wealth, Inc.
INCREASED
Shares10,088 from 10,086
Change+2 (+0%)
Value$1.3M (+$11.2K)
Filed 2026-10-26
Fortitude Financial, LLC
INCREASED
Shares10,081 from 3,576
Change+6,505 (+182%)
Value$1.3M (+$818.7K)
Filed 2026-10-19
Presilium Private Wealth, LLC
UNCHANGED
Shares10,080 from 10,080
Change0 (0%)
Value$1.3M (+$11.0K)
Filed 2026-10-26
Tennessee Valley Asset Management Partners
UNCHANGED
Shares10,052 from 10,052
Change0 (0%)
Value$1.3M (+$11.1K)
Filed 2026-11-03
Everett Harris & Co
DECREASED
Shares10,040 from 10,292
Change-252 (-2%)
Value$1.3M (-$20.3K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares9,990 from 9,832
Change+158 (+2%)
Value$1.3M (+$30.5K)
Filed 2026-10-13
Hamilton Point Investment Advisors, LLC
DECREASED
Shares9,980 from 10,180
Change-200 (-2%)
Value$1.3M (-$14.0K)
Filed 2026-11-03
Bank of New Hampshire
UNCHANGED
Shares9,866 from 9,866
Change0 (0%)
Value$1.2M (+$10.8K)
Filed 2026-10-06
Beese Fulmer Investment Management, Inc.
INCREASED
Shares9,841 from 8,676
Change+1,165 (+13%)
Value$1.2M (+$155.4K)
Filed 2026-10-23
CoreCap Advisors, LLC
DECREASED
Shares9,787 from 10,298
Change-511 (-5%)
Value$1.2M (-$52.7K)
Filed 2026-10-08
Curran Financial Partners, LLC
INCREASED
Shares9,785 from 8,461
Change+1,324 (+16%)
Value$1.2M (+$175.0K)
Filed 2026-11-04
Yanni & Associates Investment Advisors, LLC
DECREASED
Shares9,776 from 10,253
Change-477 (-5%)
Value$1.2M (-$48.6K)
Filed 2026-10-14
Galvin, Gaustad & Stein, LLC
DECREASED
Shares9,704 from 9,904
Change-200 (-2%)
Value$1.2M (-$14.2K)
Filed 2026-10-08
Ballew Advisors, Inc
DECREASED
Shares9,674 from 11,674
Change-2,000 (-17%)
Value$1.2M (-$185.1K)
Filed 2026-10-05
Beacon Capital Management, LLC
DECREASED
Shares9,622 from 9,874
Change-252 (-3%)
Value$1.2M (-$20.8K)
Filed 2026-10-23
S.E.E.D. Planning Group LLC
INCREASED
Shares9,505 from 7,204
Change+2,301 (+32%)
Value$1.2M (+$296.1K)
Filed 2026-10-07
Centerpoint Advisors, LLC
INCREASED
Shares9,500 from 1,500
Change+8,000 (+533%)
Value$1.2M (+$1.0M)
Filed 2026-11-05
Vericrest Private Wealth
INCREASED
Shares9,484 from 9,456
Change+28 (+0%)
Value$1.2M (+$13.8K)
Filed 2026-10-21
Elevatus Welath Management
INCREASED
Shares9,468 from 9,028
Change+440 (+5%)
Value$1.2M (+$64.9K)
Filed 2026-10-19
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares9,467 from 8,588
Change+879 (+10%)
Value$1.2M (+$119.5K)
Filed 2026-10-16
SpringVest Wealth Management LLC
INCREASED
Shares9,430 from 9,068
Change+362 (+4%)
Value$1.2M (+$55.2K)
Filed 2026-10-27
Stockman Wealth Management, Inc.
INCREASED
Shares9,398 from 9,364
Change+34 (+0%)
Value$1.2M (+$14.5K)
Filed 2026-10-27
Compton Wealth Advisory Group, LLC
UNCHANGED
Shares9,387 from 9,387
Change0 (0%)
Value$1.2M (+$25.4K)
Filed 2026-10-13
GEM Asset Management, LLC
UNCHANGED
Shares9,326 from 9,326
Change0 (0%)
Value$1.2M (+$10.2K)
Filed 2026-10-13
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares9,259 from 9,295
Change-36 (0%)
Value$1.2M (+$5.6K)
Filed 2026-10-26
Kathmere Capital Management, LLC
INCREASED
Shares9,220 from 9,205
Change+15 (+0%)
Value$1.2M (+$11.9K)
Filed 2026-10-20
Precedent Wealth Partners, LLC
INCREASED
Shares9,181 from 8,309
Change+872 (+10%)
Value$1.2M (+$118.3K)
Filed 2026-10-21
Castleview Partners, LLC
DECREASED
Shares9,181 from 9,191
Change-10 (0%)
Value$1.2M (+$8.8K)
Filed 2026-10-09
Integrity Wealth Partners, LLC
NEW
Shares9,102
Change+9,102
Value$1.1M
Filed 2026-10-14
Crumly & Associates Inc.
UNCHANGED
Shares9,080 from 9,080
Change0 (0%)
Value$1.1M (+$9.9K)
Filed 2026-10-07
Norris Perne & French LLP
DECREASED
Shares9,040 from 10,180
Change-1,140 (-11%)
Value$1.1M (-$131.7K)
Filed 2026-10-23
Clark Asset Management, LLC
DECREASED
Shares9,028 from 9,681
Change-653 (-7%)
Value$1.1M (-$71.2K)
Filed 2026-10-19
Verus Financial Partners, Inc.
UNCHANGED
Shares8,988 from 8,988
Change0 (0%)
Value$1.1M (+$9.8K)
Filed 2026-10-29
Wealth Architects, LLC
DECREASED
Shares8,978 from 8,980
Change-2 (0%)
Value$1.1M (+$9.5K)
Filed 2026-11-03
NWF Advisory Services Inc.
INCREASED
Shares8,957 from 5,990
Change+2,967 (+50%)
Value$1.1M (+$378.2K)
Filed 2026-10-19
SBK Financial, Inc.
UNCHANGED
Shares8,937 from 8,937
Change0 (0%)
Value$1.1M (+$9.7K)
Filed 2026-11-02
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares8,923 from 8,834
Change+89 (+1%)
Value$1.1M (+$51.9K)
Filed 2026-10-20
Lee Financial Co
UNCHANGED
Shares8,908 from 8,908
Change0 (0%)
Value$1.1M (+$9.7K)
Filed 2026-10-16
Triad Wealth Partners, LLC
INCREASED
Shares8,851 from 7,891
Change+960 (+12%)
Value$1.1M (+$154.9K)
Filed 2026-10-26
West Paces Advisors Inc.
DECREASED
Shares8,834 from 8,955
Change-121 (-1%)
Value$1.1M (-$5.4K)
Filed 2026-10-13
Trust Co of Vermont
DECREASED
Shares8,803 from 9,092
Change-289 (-3%)
Value$1.1M (-$26.3K)
Filed 2026-10-21
Juncture Wealth Strategies, LLC
UNCHANGED
Shares8,796 from 8,796
Change0 (0%)
Value$1.1M (+$9.6K)
Filed 2026-10-06
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares8,788 from 8,751
Change+37 (+0%)
Value$1.1M (+$14.2K)
Filed 2026-10-29
Orrstown Financial Services Inc
DECREASED
Shares8,750 from 8,780
Change-30 (0%)
Value$1.1M (+$5.8K)
Filed 2026-10-14
Prosperity Planning, Inc.
UNCHANGED
Shares8,747 from 8,747
Change0 (0%)
Value$1.1M (+$9.5K)
Filed 2026-10-09
Jamison Private Wealth Management, Inc.
INCREASED
Shares8,737 from 8,700
Change+37 (+0%)
Value$1.1M (+$14.2K)
Filed 2026-10-14
Rossby Financial, LCC
DECREASED
Shares8,726 from 8,926
Change-200 (-2%)
Value$1.1M (-$14.9K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares8,680 from 8,780
Change-100 (-1%)
Value$1.1M (-$3.0K)
Filed 2026-10-05
Atwood & Palmer Inc
INCREASED
Shares8,590 from 8,368
Change+222 (+3%)
Value$1.1M (+$36.9K)
Filed 2026-10-08
Country Trust Bank
UNCHANGED
Shares8,556 from 8,556
Change0 (0%)
Value$1.1M (+$9.3K)
Filed 2026-10-30
Demars Financial Group, LLC
INCREASED
Shares8,500 from 8,236
Change+264 (+3%)
Value$1.1M (+$42.1K)
Filed 2026-10-22
Nicholas Hoffman & Company, Llc.
DECREASED
Shares8,454 from 10,054
Change-1,600 (-16%)
Value$1.1M (-$189.4K)
Filed 2026-10-30
Mascagni Wealth Management, Inc.
INCREASED
Shares8,429 from 8,100
Change+329 (+4%)
Value$1.1M (+$49.9K)
Filed 2026-10-23
EdgeRock Capital LLC
DECREASED
Shares8,405 from 8,426
Change-21 (0%)
Value$1.1M (+$6.6K)
Filed 2026-11-03
YHB Investment Advisors, Inc.
DECREASED
Shares8,404 from 8,436
Change-32 (0%)
Value$1.1M (+$5.2K)
Filed 2026-10-08
Anson Capital, Inc.
DECREASED
Shares8,397 from 8,800
Change-403 (-5%)
Value$1.1M (-$40.9K)
Filed 2026-10-23
Sightline Wealth Advisors, LLC
DECREASED
Shares8,373 from 8,434
Change-61 (-1%)
Value$1.0M (+$1.6K)
Filed 2026-10-21
NBT Bank, N.A.
UNCHANGED
Shares8,352 from 8,352
Change0 (0%)
Value$1.0M (+$9.1K)
Filed 2026-10-21
Weaver Consulting Group
UNCHANGED
Shares8,344 from 8,344
Change0 (0%)
Value$1.0M (+$9.1K)
Filed 2026-10-07
Root Financial Partners, LLC
INCREASED
Shares8,305 from 6,560
Change+1,745 (+27%)
Value$1.0M (+$225.7K)
Filed 2026-10-21
Robinson Value Management, Ltd.
DECREASED
Shares8,221 from 19,965
Change-11,744 (-59%)
Value$1.0M (-$1.4M)
Filed 2026-10-20
Stonehearth Capital Management, LLC
INCREASED
Shares8,219 from 6,753
Change+1,466 (+22%)
Value$1.0M (+$191.0K)
Filed 2026-10-13
3 Factor Indexing, LLC
UNCHANGED
Shares8,184 from 8,184
Change0 (0%)
Value$1.0M (+$8.9K)
Filed 2026-10-15
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares8,167 from 8,163
Change+4 (+0%)
Value$1.0M (+$9.5K)
Filed 2026-10-29
Sage Rhino Capital LLC
INCREASED
Shares8,152 from 8,136
Change+16 (+0%)
Value$1.0M (+$10.8K)
Filed 2026-10-28
PPS&V Asset Management Consultants, Inc.
UNCHANGED
Shares8,144 from 8,144
Change0 (0%)
Value$1.0M (+$8.9K)
Filed 2026-10-06
William Howard & Co Financial Advisors Inc
INCREASED
Shares8,109 from 8,102
Change+7 (+0%)
Value$1.0M (+$9.7K)
Filed 2026-11-04
Platform Technology Partners
DECREASED
Shares8,104 from 8,155
Change-51 (-1%)
Value$1.0M (+$2.5K)
Filed 2026-11-02
Anderson Hoagland & Co
DECREASED
Shares8,096 from 10,908
Change-2,812 (-26%)
Value$972.2K (-$382.2K)
Filed 2026-10-23
SmartHarvest Portfolios, LLC
DECREASED
Shares8,084 from 11,532
Change-3,448 (-30%)
Value$1.0M (-$419.3K)
Filed 2026-10-26
True Private Wealth Advisors
UNCHANGED
Shares8,060 from 8,060
Change0 (0%)
Value$1.0M (+$8.8K)
Filed 2026-10-19
North Star Investment Management Corp.
INCREASED
Shares7,974 from 7,888
Change+86 (+1%)
Value$998.8K (+$19.3K)
Filed 2026-10-27
Activest Wealth Management
INCREASED
Shares7,940 from 7,808
Change+132 (+2%)
Value$994.6K (+$25.1K)
Filed 2026-10-15
JB Capital LLC
INCREASED
Shares7,896 from 7,893
Change+3 (+0%)
Value$989.0K (+$9.0K)
Filed 2026-10-19
Victory Financial Group, LLC
DECREASED
Shares7,828 from 7,974
Change-146 (-2%)
Value$980.6K (-$9.5K)
Filed 2026-10-27
Signature Wealth Management Partners, LLC
INCREASED
Shares7,821 from 7,820
Change+1 (+0%)
Value$979.6K (+$8.6K)
Filed 2026-10-21
Stegner Investment Associates Inc.
UNCHANGED
Shares7,780 from 7,780
Change0 (0%)
Value$974.6K (+$8.5K)
Filed 2026-10-15
Elyxium Wealth, LLC
DECREASED
Shares7,743 from 7,864
Change-121 (-2%)
Value$969.9K (-$6.6K)
Filed 2026-10-27
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares7,728 from 7,652
Change+76 (+1%)
Value$968.0K (+$17.9K)
Filed 2026-10-30
Nearside Advisors, LLC
NEW
Shares7,716
Change+7,716
Value$966.5K
Filed 2026-10-20
Aufman Associates Inc
UNCHANGED
Shares7,708 from 7,708
Change0 (0%)
Value$965.5K (+$8.4K)
Filed 2026-11-04
Wealth Science Advisors LLC
UNCHANGED
Shares7,704 from 7,704
Change0 (0%)
Value$965.0K (+$8.4K)
Filed 2026-10-09
LAM Group, Inc.
UNCHANGED
Shares7,700 from 7,700
Change0 (0%)
Value$964.5K (+$8.4K)
Filed 2026-10-26
Parker Financial LLC
UNCHANGED
Shares7,668 from 7,668
Change0 (0%)
Value$960.5K (+$8.4K)
Filed 2026-11-05
Weatherly Asset Management L. P.
UNCHANGED
Shares7,660 from 7,660
Change0 (0%)
Value$959.5K (+$8.3K)
Filed 2026-10-20
Trust Co of Toledo NA
UNCHANGED
Shares7,652 from 7,652
Change0 (0%)
Value$958.5K (+$8.3K)
Filed 2026-10-16
Security Financial Services, Inc.
INCREASED
Shares7,615 from 2,596
Change+5,019 (+193%)
Value$953.9K (+$631.5K)
Filed 2026-10-29
Kaydan Wealth Management, Inc.
DECREASED
Shares7,597 from 8,248
Change-651 (-8%)
Value$951.6K (-$72.6K)
Filed 2026-10-08
Lionshead Wealth Management, LLC
INCREASED
Shares7,507 from 7,506
Change+1 (+0%)
Value$940.4K (+$8.2K)
Filed 2026-10-21
Paladin Partners, LLC
UNCHANGED
Shares7,484 from 7,484
Change0 (0%)
Value$937.4K (+$8.2K)
Filed 2026-10-06
Union Savings Bank
UNCHANGED
Shares7,468 from 7,468
Change0 (0%)
Value$935.4K (+$8.1K)
Filed 2026-10-14
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares7,447 from 7,447
Change0 (0%)
Value$932.8K (+$8.1K)
Filed 2026-10-23
Larson Financial Group LLC
INCREASED
Shares7,442 from 5,802
Change+1,640 (+28%)
Value$932.1K (+$211.6K)
Filed 2026-11-05
Harfst & Associates, Inc.
INCREASED
Shares7,434 from 7,352
Change+82 (+1%)
Value$931.2K (+$18.3K)
Filed 2026-10-20
Oxler Private Wealth LLC
INCREASED
Shares7,402 from 7,397
Change+5 (+0%)
Value$927.2K (+$8.7K)
Filed 2026-10-21
Harbor Group, Inc.
INCREASED
Shares7,398 from 7,393
Change+5 (+0%)
Value$926.6K (+$8.7K)
Filed 2026-10-14
Sunpointe, LLC
UNCHANGED
Shares7,374 from 7,374
Change0 (0%)
Value$923.7K (+$8.0K)
Filed 2026-10-22
SFG Wealth Management, Llc.
INCREASED
Shares7,339 from 7,186
Change+153 (+2%)
Value$919.3K (+$27.0K)
Filed 2026-10-23
Greenhouse Wealth Management, LLC
UNCHANGED
Shares7,332 from 7,332
Change0 (0%)
Value$918.4K (+$8.0K)
Filed 2026-10-20
FSM Wealth Advisors, LLC
INCREASED
Shares7,318 from 7,317
Change+1 (+0%)
Value$930.1K (+$21.6K)
Filed 2026-10-27
Acima Private Wealth, LLC
UNCHANGED
Shares7,316 from 7,316
Change0 (0%)
Value$916.4K (+$8.0K)
Filed 2026-10-05
Urban Wealth Management, LLC
UNCHANGED
Shares7,263 from 7,263
Change0 (0%)
Value$909.8K (+$7.9K)
Filed 2026-10-21
Argus Investors' Counsel, Inc.
DECREASED
Shares7,262 from 7,390
Change-128 (-2%)
Value$909.6K (-$8.0K)
Filed 2026-10-09
Taylor & Morgan Wealth Management, LLC
UNCHANGED
Shares7,216 from 7,216
Change0 (0%)
Value$903.9K (+$7.9K)
Filed 2026-10-09
Johnson Financial Group, LLC
DECREASED
Shares7,215 from 8,632
Change-1,417 (-16%)
Value$903.8K (-$168.1K)
Filed 2026-11-03
Burton Enright Welch
INCREASED
Shares7,191 from 7,036
Change+155 (+2%)
Value$900.8K (+$27.1K)
Filed 2026-11-04
TrustBank
INCREASED
Shares7,186 from 6,800
Change+386 (+6%)
Value$900.1K (+$55.8K)
Filed 2026-10-20
Telos Capital Management, Inc.
UNCHANGED
Shares7,160 from 7,160
Change0 (0%)
Value$896.9K (+$7.8K)
Filed 2026-11-02
EnRich Financial Partners LLC
DECREASED
Shares7,142 from 7,219
Change-77 (-1%)
Value$894.6K (-$1.8K)
Filed 2026-10-21
Marino, Stram & Associates LLC
DECREASED
Shares7,108 from 7,437
Change-329 (-4%)
Value$890.3K (-$33.1K)
Filed 2026-10-22
Cypress Financial Planning LLC
UNCHANGED
Shares7,108 from 7,108
Change0 (0%)
Value$890.3K (+$7.7K)
Filed 2026-10-09
PUREfi Wealth, LLC
UNCHANGED
Shares7,084 from 7,084
Change0 (0%)
Value$887.3K (+$7.7K)
Filed 2026-10-19
Latitude Advisors, LLC
DECREASED
Shares7,083 from 16,836
Change-9,753 (-58%)
Value$887.2K (-$1.2M)
Filed 2026-10-27
Argos Wealth Advisors, LLC
UNCHANGED
Shares7,044 from 7,044
Change0 (0%)
Value$882.3K (+$7.7K)
Filed 2026-11-02
Alpine Bank Wealth Management
UNCHANGED
Shares7,020 from 7,020
Change0 (0%)
Value$879.3K (+$7.7K)
Filed 2026-10-16
Cassia Capital Partners, LLC
DECREASED
Shares6,997 from 7,280
Change-283 (-4%)
Value$876.4K (-$27.5K)
Filed 2026-11-04
Burney Co/
INCREASED
Shares6,961 from 6,871
Change+90 (+1%)
Value$871.9K (+$18.8K)
Filed 2026-10-15
United Advisor Group, LLC
DECREASED
Shares6,924 from 10,282
Change-3,358 (-33%)
Value$867.3K (-$409.4K)
Filed 2026-11-03
Kingstone Capital Partners Texas, LLC
INCREASED
Shares6,921 from 6,914
Change+7 (+0%)
Value$866.9K (+$8.3K)
Filed 2026-11-03
Milestone Asset Management Group, LLC
INCREASED
Shares6,902 from 6,820
Change+82 (+1%)
Value$864.6K (+$17.8K)
Filed 2026-10-20
Retirement Solution LLC
INCREASED
Shares6,878 from 6,394
Change+484 (+8%)
Value$861.5K (+$67.6K)
Filed 2026-10-27
First Financial Corp
UNCHANGED
Shares6,864 from 6,864
Change0 (0%)
Value$859.8K (+$7.5K)
Filed 2026-10-13
Power Wealth Management LLC
DECREASED
Shares6,860 from 6,911
Change-51 (-1%)
Value$859.3K (+$1.1K)
Filed 2026-10-27
West Financial Advisors, LLC
INCREASED
Shares6,857 from 2,964
Change+3,893 (+131%)
Value$858.9K (+$490.9K)
Filed 2026-10-22
Gray Private Wealth, LLC
DECREASED
Shares6,816 from 6,896
Change-80 (-1%)
Value$853.8K (-$2.5K)
Filed 2026-10-28
Single Point Partners, LLC
UNCHANGED
Shares6,810 from 6,810
Change0 (0%)
Value$853.0K (+$7.4K)
Filed 2026-10-19
Reynders McVeigh Capital Management, LLC
DECREASED
Shares6,806 from 6,812
Change-6 (0%)
Value$852.5K (+$6.5K)
Filed 2026-10-30
Washington Trust Advisors, Inc.
DECREASED
Shares6,789 from 7,969
Change-1,180 (-15%)
Value$850.4K (-$139.0K)
Filed 2026-10-22
Tred Avon Family Wealth, LLC
INCREASED
Shares6,749 from 4,836
Change+1,913 (+40%)
Value$845.4K (+$244.9K)
Filed 2026-10-20
Cdkv Holdings LLC
UNCHANGED
Shares6,740 from 6,740
Change0 (0%)
Value$844.3K (+$7.3K)
Filed 2026-10-28
St. Clair Advisors, LLC
DECREASED
Shares6,730 from 7,449
Change-719 (-10%)
Value$843.1K (-$81.9K)
Filed 2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares6,707 from 6,803
Change-96 (-1%)
Value$840.1K (-$4.6K)
Filed 2026-10-19
Commonwealth Retirement Investments LLC
UNCHANGED
Shares6,696 from 6,696
Change0 (0%)
Value$838.7K (+$7.3K)
Filed 2026-10-26
TCI Wealth Advisors, Inc.
INCREASED
Shares6,684 from 6,364
Change+320 (+5%)
Value$837.2K (+$47.0K)
Filed 2026-10-30
Key Capital Management, Inc
INCREASED
Shares6,660 from 2,592
Change+4,068 (+157%)
Value$825.1K (+$503.2K)
Filed 2026-11-03
Family Investment Center, Inc.
DECREASED
Shares6,657 from 6,783
Change-126 (-2%)
Value$833.9K (-$8.4K)
Filed 2026-10-19
Cache Advisors, LLC
UNCHANGED
Shares6,636 from 6,636
Change0 (0%)
Value$831.2K (+$7.2K)
Filed 2026-10-16
BKM Wealth Management, LLC
NEW
Shares6,630
Change+6,630
Value$830.5K
Filed 2026-10-22
waypoint wealth counsel
UNCHANGED
Shares6,618 from 6,618
Change0 (0%)
Value$829.0K (+$7.2K)
Filed 2026-10-22
Alliance Private Wealth, LLC
UNCHANGED
Shares6,580 from 6,580
Change0 (0%)
Value$824.2K (+$7.2K)
Filed 2026-10-20
Peachtree Investment Partners, LLC
INCREASED
Shares6,542 from 6,539
Change+3 (+0%)
Value$819.4K (+$7.5K)
Filed 2026-11-05
Heritage Investors Management Corp
DECREASED
Shares6,537 from 6,607
Change-70 (-1%)
Value$819 (-$819.2K)
Filed 2026-10-29
Liberty Capital Management, Inc.
DECREASED
Shares6,532 from 7,332
Change-800 (-11%)
Value$818.2K (-$92.2K)
Filed 2026-11-02
Geneva Partners, LLC
DECREASED
Shares6,528 from 6,595
Change-67 (-1%)
Value$817.6K (-$1.3K)
Filed 2026-10-26
Baring Financial LLC
INCREASED
Shares6,522 from 6,394
Change+128 (+2%)
Value$817.0K (+$23.1K)
Filed 2026-10-07
MFA Wealth Advisors, LLC
UNCHANGED
Shares6,508 from 6,508
Change0 (0%)
Value$815.2K (+$7.1K)
Filed 2026-10-07
Sachem Hill LLC
UNCHANGED
Shares6,504 from 6,504
Change0 (0%)
Value$814.7K (+$7.1K)
Filed 2026-10-14
Arvest Investments, Inc.
INCREASED
Shares6,472 from 5,748
Change+724 (+13%)
Value$810.8K (+$97.0K)
Filed 2026-10-21
Yankcom Partnership
DECREASED
Shares6,453 from 8,255
Change-1,802 (-22%)
Value$808.3K (-$216.7K)
Filed 2026-10-15
SMI Advisory Services, LLC
UNCHANGED
Shares6,444 from 6,444
Change0 (0%)
Value$824.2K (+$31.6K)
Filed 2026-10-13
CFG Wealth Management Services, Inc.
INCREASED
Shares6,428 from 1,607
Change+4,821 (+300%)
Value$808.2K (+$123.0K)
Filed 2026-10-21
Legacies Wealth LLC
UNCHANGED
Shares6,428 from 6,428
Change0 (0%)
Value$805.2K (+$7.0K)
Filed 2026-11-02
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares6,404 from 6,404
Change0 (0%)
Value$802.2K (+$7.0K)
Filed 2026-10-06
Redwood Financial Network Corp
DECREASED
Shares6,347 from 6,512
Change-165 (-3%)
Value$795.0K (-$13.6K)
Filed 2026-11-03
Macroview Investment Management LLC
INCREASED
Shares6,344 from 6,339
Change+5 (+0%)
Value$794.7K (+$7.6K)
Filed 2026-10-26
Rubicon Advisors, GP
INCREASED
Shares6,335 from 6,283
Change+52 (+1%)
Value$793.5K (+$13.3K)
Filed 2026-10-23
Builder Investment Group Inc
UNCHANGED
Shares6,320 from 6,320
Change0 (0%)
Value$791.6K (+$6.9K)
Filed 2026-10-22
Coastline Trust Co
DECREASED
Shares6,317 from 8,746
Change-2,429 (-28%)
Value$791.3K (-$294.7K)
Filed 2026-10-01
Creative Financial Designs Inc
INCREASED
Shares6,314 from 6,250
Change+64 (+1%)
Value$790.9K (+$14.9K)
Filed 2026-11-04
Persium Advisors, LLC
UNCHANGED
Shares6,304 from 6,304
Change0 (0%)
Value$789.6K (+$6.9K)
Filed 2026-10-07
Net Worth Advisory Group
INCREASED
Shares6,282 from 6,281
Change+1 (+0%)
Value$789.8K (+$9.9K)
Filed 2026-10-20
Orin Green Financial, LLC
UNCHANGED
Shares6,280 from 6,280
Change0 (0%)
Value$786.6K (+$6.8K)
Filed 2026-10-19
Princeton Global Asset Management LLC
UNCHANGED
Shares6,264 from 6,264
Change0 (0%)
Value$784.6K (+$6.8K)
Filed 2026-10-21
Hartford Financial Management Inc.
INCREASED
Shares6,258 from 6,255
Change+3 (+0%)
Value$783.9K (+$7.2K)
Filed 2026-10-21
Bestgate Wealth Advisors, LLC
NEW
Shares6,232
Change+6,232
Value$780.6K
Filed 2026-10-13
Mattern Wealth Management LLC
UNCHANGED
Shares6,228 from 6,228
Change0 (0%)
Value$780.1K (+$6.8K)
Filed 2026-11-04
Financial Insights, Inc.
UNCHANGED
Shares6,225 from 6,225
Change0 (0%)
Value$779.7K (+$6.8K)
Filed 2026-10-27
Snider Financial Group
UNCHANGED
Shares6,220 from 6,220
Change0 (0%)
Value$779.1K (+$6.8K)
Filed 2026-10-16
Brookmont Capital Management
INCREASED
Shares6,216 from 5,968
Change+248 (+4%)
Value$778.6K (+$37.6K)
Filed 2026-10-23
Compass Ion Advisors, LLC
UNCHANGED
Shares6,204 from 6,204
Change0 (0%)
Value$777.1K (+$6.8K)
Filed 2026-10-23
Twele Capital Management, Inc.
UNCHANGED
Shares6,196 from 6,196
Change0 (0%)
Value$776.1K (+$6.8K)
Filed 2026-10-13
Washington Trust Bank
DECREASED
Shares6,194 from 8,118
Change-1,924 (-24%)
Value$775.9K (-$232.2K)
Filed 2026-11-03
Altus Wealth Management, LLC
UNCHANGED
Shares6,172 from 6,172
Change0 (0%)
Value$773.1K (+$6.7K)
Filed 2026-10-13
Bell Bank
UNCHANGED
Shares6,164 from 6,164
Change0 (0%)
Value$772.1K (+$6.7K)
Filed 2026-10-21
Farmers & Merchants Investments Inc
DECREASED
Shares6,156 from 6,324
Change-168 (-3%)
Value$771.1K (-$14.2K)
Filed 2026-10-22
Waystone Advisors LLC
UNCHANGED
Shares6,112 from 6,112
Change0 (0%)
Value$758.9K ($0)
Filed 2026-10-16
Hudson Capital Management LLC
UNCHANGED
Shares6,108 from 6,108
Change0 (0%)
Value$765.1K (+$6.7K)
Filed 2026-10-20
Ring Mountain Capital, LLC
DECREASED
Shares6,106 from 6,133
Change-27 (0%)
Value$764.8K (+$3.2K)
Filed 2026-10-13
Camden National Bank
DECREASED
Shares6,064 from 6,624
Change-560 (-8%)
Value$759.6K (-$62.9K)
Filed 2026-11-02
Cypress Wealth Services, LLC
DECREASED
Shares6,038 from 6,068
Change-30 (0%)
Value$780.0K (+$26.6K)
Filed 2026-10-21
Patten & Patten Inc
UNCHANGED
Shares5,972 from 5,972
Change0 (0%)
Value$748.1K (+$6.5K)
Filed 2026-10-26
Capital Advantage, Inc.
UNCHANGED
Shares5,966 from 5,966
Change0 (0%)
Value$747.3K (+$6.5K)
Filed 2026-10-14
Rose Capital Advisors LLC
UNCHANGED
Shares5,955 from 5,955
Change0 (0%)
Value$746.0K (+$6.6K)
Filed 2026-11-04
Madson Wealth Advisors Inc
DECREASED
Shares5,930 from 6,045
Change-115 (-2%)
Value$742.7K (-$7.8K)
Filed 2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares5,919 from 5,720
Change+199 (+3%)
Value$741.4K (+$31.2K)
Filed 2026-10-28
Towne Trust Company, N.a
DECREASED
Shares5,900 from 7,825
Change-1,925 (-25%)
Value$739.0K (-$232.6K)
Filed 2026-10-28
Lpwm LLC
INCREASED
Shares5,885 from 5,291
Change+594 (+11%)
Value$737.2K (+$80.2K)
Filed 2026-10-20
Tandem Capital Management Corp
DECREASED
Shares5,864 from 5,979
Change-115 (-2%)
Value$734.5K (-$7.9K)
Filed 2026-10-22
Tcfg Investment Advisors, LLC
INCREASED
Shares5,848 from 5,436
Change+412 (+8%)
Value$734.0K (+$62.7K)
Filed 2026-10-20
Landmark Wealth Management, LLC
DECREASED
Shares5,842 from 5,889
Change-47 (-1%)
Value$731.7K (+$561)
Filed 2026-11-03
North Capital, Inc.
INCREASED
Shares5,816 from 5,596
Change+220 (+4%)
Value$739.3K (+$44.5K)
Filed 2026-10-16
Well Done, LLC
UNCHANGED
Shares5,808 from 5,808
Change0 (0%)
Value$727.5K (+$6.3K)
Filed 2026-10-20
AGH Wealth Advisors, LLC
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$726.5K (+$6.3K)
Filed 2026-10-26
HRC Wealth Management, LLC
INCREASED
Shares5,778 from 5,773
Change+5 (+0%)
Value$723.7K (+$6.9K)
Filed 2026-10-16
Woodward Financial Advisors, Inc.
UNCHANGED
Shares5,772 from 5,772
Change0 (0%)
Value$723.0K (+$6.3K)
Filed 2026-10-19
New England Professional Planning Group Inc.
UNCHANGED
Shares5,720 from 5,720
Change0 (0%)
Value$716.5K (+$6.2K)
Filed 2026-10-29
Journey Advisory Group, LLC
INCREASED
Shares5,703 from 5,691
Change+12 (+0%)
Value$714.4K (+$7.7K)
Filed 2026-11-04
Strategy Asset Managers LLC
UNCHANGED
Shares5,676 from 5,676
Change0 (0%)
Value$711.0K (+$6.2K)
Filed 2026-10-14
Tompkins Financial Corp
INCREASED
Shares5,675 from 4,136
Change+1,539 (+37%)
Value$710.9K (+$197.3K)
Filed 2026-10-05
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares5,674 from 5,674
Change0 (0%)
Value$710.7K (+$6.2K)
Filed 2026-10-22
Pearl Planning LLC
UNCHANGED
Shares5,673 from 5,673
Change0 (0%)
Value$710.6K (+$6.2K)
Filed 2026-10-13
Horst & Graben Wealth Management LLC
INCREASED
Shares5,671 from 5,648
Change+23 (+0%)
Value$710.3K (+$15.5K)
Filed 2026-11-02
Stone Summit Wealth LLC
UNCHANGED
Shares5,660 from 5,660
Change0 (0%)
Value$709.0K (+$6.2K)
Filed 2026-10-14
Schear Investment Advisers, LLC
NEW
Shares5,657
Change+5,657
Value$708.6K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares5,657 from 5,402
Change+255 (+5%)
Value$708.6K (+$37.7K)
Filed 2026-10-14
Beverly Hills Private Wealth, LLC
DECREASED
Shares5,654 from 5,664
Change-10 (0%)
Value$708.2K (+$4.9K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,638 from 5,442
Change+196 (+4%)
Value$706.2K (+$30.5K)
Filed 2026-10-13
M Holdings Securities, Inc.
NEW
Shares5,621
Change+5,621
Value$660
Filed 2026-11-03
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$701 (-$694.3K)
Filed 2026-11-02
Fund Evaluation Group, LLC
DECREASED
Shares5,540 from 26,616
Change-21,076 (-79%)
Value$694.0K (-$2.6M)
Filed 2026-11-05
Catalyst Private Wealth, LLC
UNCHANGED
Shares5,536 from 5,536
Change0 (0%)
Value$693.4K (+$6.0K)
Filed 2026-10-13
Wealth Management Partners, LLC
UNCHANGED
Shares5,524 from 5,524
Change0 (0%)
Value$691.9K (+$6.0K)
Filed 2026-10-21
Livet Wealth, LLC
DECREASED
Shares5,510 from 6,404
Change-894 (-14%)
Value$690.2K (-$105.0K)
Filed 2026-10-27
Alliance Wealth Advisors, LLC
INCREASED
Shares5,507 from 5,496
Change+11 (+0%)
Value$689.8K (+$7.4K)
Filed 2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares5,504 from 6,484
Change-980 (-15%)
Value$689 (-$804.3K)
Filed 2026-10-14
Fairway Wealth LLC
DECREASED
Shares5,466 from 5,750
Change-284 (-5%)
Value$684.6K (-$29.4K)
Filed 2026-10-30
Polaris Financial Partners
NEW
Shares5,442
Change+5,442
Value$687
Filed 2026-10-02
Royal Harbor Partners, LLC
UNCHANGED
Shares5,440 from 5,440
Change0 (0%)
Value$681.4K (+$5.9K)
Filed 2026-10-29
Gordian Advisors LLC
INCREASED
Shares5,418 from 4,817
Change+601 (+12%)
Value$678.7K (+$80.5K)
Filed 2026-10-30
Cooper S Advisors, LLC
INCREASED
Shares5,415 from 4,031
Change+1,384 (+34%)
Value$678.3K (+$177.8K)
Filed 2026-11-03
Lodestar Private Asset Management LLC
DECREASED
Shares5,411 from 6,010
Change-599 (-10%)
Value$677.8K (-$68.5K)
Filed 2026-10-26
Ashurst Perkins Coie Trust Co
DECREASED
Shares5,370 from 5,956
Change-586 (-10%)
Value$672.6K (-$66.9K)
Filed 2026-10-15
Tandemgrowth Financial Advisors LLC
UNCHANGED
Shares5,367 from 5,367
Change0 (0%)
Value$672.2K (+$5.9K)
Filed 2026-11-05
Navigation Wealth Management, Inc.
INCREASED
Shares5,348 from 5,078
Change+270 (+5%)
Value$679.9K (+$49.4K)
Filed 2026-11-03
Clarity Wealth Advisors, LLC
DECREASED
Shares5,340 from 5,523
Change-183 (-3%)
Value$668.9K (-$16.9K)
Filed 2026-10-21
Guardsman Private Capital Management, Inc.
DECREASED
Shares5,332 from 5,412
Change-80 (-1%)
Value$667.9K (-$4.1K)
Filed 2026-10-19
Penobscot Investment Management Company, Inc.
INCREASED
Shares5,328 from 5,313
Change+15 (+0%)
Value$667.4K (+$7.7K)
Filed 2026-10-26
Rainier Family Wealth Inc
UNCHANGED
Shares5,328 from 5,328
Change0 (0%)
Value$667.4K (+$5.8K)
Filed 2026-11-02
Kendall Capital Management
UNCHANGED
Shares5,320 from 5,320
Change0 (0%)
Value$666.4K (+$5.8K)
Filed 2026-10-23
Richardson Capital Management LLC
DECREASED
Shares5,311 from 5,443
Change-132 (-2%)
Value$665.3K (-$10.6K)
Filed 2026-10-23
MontVue Capital Management, Inc.
UNCHANGED
Shares5,310 from 5,310
Change0 (0%)
Value$665.2K (+$5.8K)
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares5,308 from 6,156
Change-848 (-14%)
Value$664.9K (-$99.5K)
Filed 2026-10-16
Millennium Capital Advisors, LLC
UNCHANGED
Shares5,300 from 5,300
Change0 (0%)
Value$663.9K (+$5.8K)
Filed 2026-10-16
Members Wealth LLC
UNCHANGED
Shares5,295 from 5,295
Change0 (0%)
Value$681.7K (+$24.3K)
Filed 2026-10-20
Legacy Private Trust Co.
DECREASED
Shares5,290 from 5,398
Change-108 (-2%)
Value$662.6K (-$7.6K)
Filed 2026-10-06
Financial Guidance Group, Inc.
UNCHANGED
Shares5,280 from 5,280
Change0 (0%)
Value$661.4K (+$5.8K)
Filed 2026-10-21
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED
Shares5,268 from 5,307
Change-39 (-1%)
Value$659.9K (+$985)
Filed 2026-10-15
Valley Wealth Managers, Inc.
DECREASED
Shares5,267 from 6,616
Change-1,349 (-20%)
Value$659.7K (-$161.8K)
Filed 2026-10-09
Childress Capital Advisors, LLC
UNCHANGED
Shares5,264 from 5,264
Change0 (0%)
Value$659.4K (+$5.7K)
Filed 2026-10-28
GoalVest Advisory LLC
DECREASED
Shares5,247 from 5,572
Change-325 (-6%)
Value$657.2K (-$34.6K)
Filed 2026-10-02
Rockwood Wealth Management, LLC
DECREASED
Shares5,216 from 6,096
Change-880 (-14%)
Value$653.4K (-$103.6K)
Filed 2026-10-27
Dagco, Inc.
UNCHANGED
Shares5,195 from 5,195
Change0 (0%)
Value$650.7K (+$5.7K)
Filed 2026-10-20
Pinion Investment Advisors, LLC
DECREASED
Shares5,183 from 5,508
Change-325 (-6%)
Value$649.2K (-$34.7K)
Filed 2026-11-04
BLB&B Advisors, LLC
UNCHANGED
Shares5,176 from 5,176
Change0 (0%)
Value$648.3K (+$5.6K)
Filed 2026-10-27
Pillar Financial Advisors, LLC
UNCHANGED
Shares5,160 from 5,160
Change0 (0%)
Value$646.3K (+$5.6K)
Filed 2026-10-21
Ashford Advisors, LLC
UNCHANGED
Shares5,160 from 5,160
Change0 (0%)
Value$646.3K (+$5.6K)
Filed 2026-11-02
Naples Global Advisors, LLC
INCREASED
Shares5,112 from 4,991
Change+121 (+2%)
Value$640.3K (+$20.6K)
Filed 2026-11-05
Crusonia Wealth Advisors LLC
INCREASED
Shares5,087 from 4,687
Change+400 (+9%)
Value$637.2K (+$55.2K)
Filed 2026-10-26
Laurel OAK Wealth Management, LLC
INCREASED
Shares5,073 from 5,020
Change+53 (+1%)
Value$635.4K (+$12.1K)
Filed 2026-10-19
Legacy Wealth Management, LLC
DECREASED
Shares5,040 from 5,096
Change-56 (-1%)
Value$631.3K (-$1.5K)
Filed 2026-10-22
Formidable Asset Management, LLC
INCREASED
Shares5,032 from 1,270
Change+3,762 (+296%)
Value$624.8K (+$83.3K)
Filed 2026-11-03
Brooklyn FI, LLC
INCREASED
Shares5,028 from 68
Change+4,960 (+7294%)
Value$592.8K (+$584.6K)
Filed 2026-11-05
Orba Wealth Advisors, L.L.C.
INCREASED
Shares5,022 from 3,861
Change+1,161 (+30%)
Value$629.0K (+$149.6K)
Filed 2026-10-23
Impact Capital Partners LLC
DECREASED
Shares5,012 from 7,853
Change-2,841 (-36%)
Value$627.8K (-$347.3K)
Filed 2026-10-22
BlueSky Wealth Advisors, LLC
UNCHANGED
Shares5,012 from 5,012
Change0 (0%)
Value$627.8K (+$5.5K)
Filed 2026-10-29
River's Edge Wealth Management, LLC
INCREASED
Shares5,006 from 5,002
Change+4 (+0%)
Value$608.2K (-$10.0K)
Filed 2026-10-19
North Berkeley Wealth Management, LLC
DECREASED
Shares4,991 from 5,286
Change-295 (-6%)
Value$625.2K (-$31.2K)
Filed 2026-11-02
Insight Wealth Strategies, LLC
INCREASED
Shares4,985 from 4,983
Change+2 (+0%)
Value$624.5K (+$11.5K)
Filed 2026-10-09
TMB Capital Partners, LLC
INCREASED
Shares4,971 from 4,952
Change+19 (+0%)
Value$622.7K (+$7.8K)
Filed 2026-10-20
Graves Light Lenhart Wealth, Inc.
UNCHANGED
Shares4,964 from 4,964
Change0 (0%)
Value$621.8K (+$5.4K)
Filed 2026-10-09
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares4,956 from 4,956
Change0 (0%)
Value$620.8K (+$5.4K)
Filed 2026-10-21
Basso Capital Management, L.P.
UNCHANGED
Shares4,952 from 4,952
Change0 (0%)
Value$620.3K (+$5.4K)
Filed 2026-10-30
Warren Street Wealth Advisors, LLC
INCREASED
Shares4,938 from 4,808
Change+130 (+3%)
Value$618.5K (+$21.5K)
Filed 2026-11-04
Odyssey Capital Advisors, Inc.
DECREASED
Shares4,932 from 4,960
Change-28 (-1%)
Value$617.8K (+$1.9K)
Filed 2026-10-26
Jnba Financial Advisors
DECREASED
Shares4,929 from 4,970
Change-41 (-1%)
Value$617.3K (+$281)
Filed 2026-11-03
Aspen Investment Management Inc
INCREASED
Shares4,925 from 4,923
Change+2 (+0%)
Value$617.0K (+$616.4K)
Filed 2026-11-05
Patrick M Sweeney & Associates, Inc
UNCHANGED
Shares4,892 from 4,892
Change0 (0%)
Value$612.8K (+$5.3K)
Filed 2026-10-22
MSH Capital Advisors LLC
INCREASED
Shares4,891 from 4,887
Change+4 (+0%)
Value$612.7K (+$5.9K)
Filed 2026-11-03
Integris Wealth Management, LLC
UNCHANGED
Shares4,888 from 4,888
Change0 (0%)
Value$612.3K (+$5.3K)
Filed 2026-10-14
Peoples Bank
INCREASED
Shares4,872 from 4,508
Change+364 (+8%)
Value$610.3K (+$50.5K)
Filed 2026-10-26
Gibbs Wealth Management
INCREASED
Shares4,863 from 3,741
Change+1,122 (+30%)
Value$609.1K (+$144.6K)
Filed 2026-10-22
Fermata Advisors, LLC
DECREASED
Shares4,858 from 4,879
Change-21 (0%)
Value$608.5K (+$2.7K)
Filed 2026-10-13
Eastern Bank
INCREASED
Shares4,846 from 3,623
Change+1,223 (+34%)
Value$607.0K (+$157.1K)
Filed 2026-10-05
Aries Wealth Management
UNCHANGED
Shares4,820 from 4,820
Change0 (0%)
Value$603.8K (+$5.3K)
Filed 2026-10-23
Mayfair Advisory Group, LLC
UNCHANGED
Shares4,808 from 4,808
Change0 (0%)
Value$602.3K (+$36.6K)
Filed 2026-10-20
JIM Saulnier & Associates, LLC
INCREASED
Shares4,802 from 4,799
Change+3 (+0%)
Value$601.5K (+$5.6K)
Filed 2026-11-04
Foster Victor Wealth Advisors, LLC
NEW
Shares4,794
Change+4,794
Value$587.8K
Filed 2026-10-21
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares4,779 from 4,779
Change0 (0%)
Value$598.6K (+$5.2K)
Filed 2026-10-20
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares4,775 from 3,709
Change+1,066 (+29%)
Value$598.1K (+$137.6K)
Filed 2026-11-04
Stronghold Wealth Management L.L.C.
DECREASED
Shares4,760 from 4,982
Change-222 (-4%)
Value$596.2K (-$22.4K)
Filed 2026-10-16
Arlington Financial Advisors, LLC
UNCHANGED
Shares4,760 from 4,760
Change0 (0%)
Value$596.2K (+$5.2K)
Filed 2026-10-19
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares4,750 from 4,750
Change0 (0%)
Value$595.0K (+$5.2K)
Filed 2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
DECREASED
Shares4,742 from 4,838
Change-96 (-2%)
Value$594.0K (-$6.7K)
Filed 2026-10-08
Hollow Brook Wealth Management LLC
UNCHANGED
Shares4,740 from 4,740
Change0 (0%)
Value$593.7K (+$5.2K)
Filed 2026-10-29
Hiley Hunt Wealth Management
UNCHANGED
Shares4,732 from 4,732
Change0 (0%)
Value$592.7K (+$5.2K)
Filed 2026-10-08
Guerra PAN Advisors, LLC
UNCHANGED
Shares4,696 from 4,696
Change0 (0%)
Value$575.8K (-$7.3K)
Filed 2026-10-26
Novem Group
DECREASED
Shares4,689 from 4,747
Change-58 (-1%)
Value$587.4K (-$2.0K)
Filed 2026-10-19
Matthew Goff Investment Advisor, LLC
DECREASED
Shares4,660 from 5,584
Change-924 (-17%)
Value$583.7K (-$109.7K)
Filed 2026-10-13
Riverbend Wealth Management, LLC
INCREASED
Shares4,660 from 4,281
Change+379 (+9%)
Value$583.8K (+$52.2K)
Filed 2026-10-15
Forbes J M & Co LLP
UNCHANGED
Shares4,652 from 4,652
Change0 (0%)
Value$582.7K (+$5.1K)
Filed 2026-10-16
Capital Wealth Alliance, LLC
DECREASED
Shares4,640 from 5,160
Change-520 (-10%)
Value$581.2K (-$59.5K)
Filed 2026-10-20
Professional Advisory Services Inc
UNCHANGED
Shares4,632 from 4,632
Change0 (0%)
Value$580 (+$5)
Filed 2026-10-08
Benedict Financial Advisors Inc
DECREASED
Shares4,624 from 6,720
Change-2,096 (-31%)
Value$579.2K (-$255.2K)
Filed 2026-10-07
Iron Financial LLC
DECREASED
Shares4,586 from 4,750
Change-164 (-3%)
Value$574.4K (-$15.4K)
Filed 2026-10-23
Pine Haven Investment Counsel, Inc
UNCHANGED
Shares4,560 from 4,560
Change0 (0%)
Value$571.2K (+$5.0K)
Filed 2026-11-02
Wernau Asset Management Inc.
UNCHANGED
Shares4,528 from 4,528
Change0 (0%)
Value$567.2K (+$4.9K)
Filed 2026-10-19
HBW Advisory Services LLC
INCREASED
Shares4,522 from 4,403
Change+119 (+3%)
Value$566.4K (+$19.7K)
Filed 2026-10-15
Gemmer Asset Management LLC
DECREASED
Shares4,522 from 4,604
Change-82 (-2%)
Value$566.4K (-$5.3K)
Filed 2026-10-16
BXM Wealth LLC
DECREASED
Shares4,519 from 4,664
Change-145 (-3%)
Value$566.0K (-$13.1K)
Filed 2026-11-03
Compass Wealth Management LLC
DECREASED
Shares4,495 from 4,700
Change-205 (-4%)
Value$563.0K (-$20.6K)
Filed 2026-10-22
Hill Island Financial LLC
DECREASED
Shares4,495 from 4,504
Change-9 (0%)
Value$563.0K (+$3.8K)
Filed 2026-10-20
Marks Group Wealth Management, Inc
UNCHANGED
Shares4,492 from 4,492
Change0 (0%)
Value$562.7K (+$4.9K)
Filed 2026-11-05
Romano Brothers and Company
UNCHANGED
Shares4,492 from 4,492
Change0 (0%)
Value$562.7K (+$4.9K)
Filed 2026-10-22
Jacobsen Capital Management
UNCHANGED
Shares4,477 from 4,477
Change0 (0%)
Value$560.8K (+$4.9K)
Filed 2026-10-27
Renasant Bank
DECREASED
Shares4,454 from 5,648
Change-1,194 (-21%)
Value$557.9K (-$143.4K)
Filed 2026-11-05
Pathway Financial Advisors LLC
UNCHANGED
Shares4,444 from 4,444
Change0 (0%)
Value$556.7K (+$18.2K)
Filed 2026-10-07
Elevation Wealth Management LLC
DECREASED
Shares4,442 from 6,602
Change-2,160 (-33%)
Value$556.4K (-$263.4K)
Filed 2026-11-02
Ballast Rock Private Wealth LLC
INCREASED
Shares4,438 from 4,176
Change+262 (+6%)
Value$555.9K (+$37.3K)
Filed 2026-10-26
Parkshore Wealth Management, Inc.
DECREASED
Shares4,434 from 4,646
Change-212 (-5%)
Value$555.4K (-$21.5K)
Filed 2026-10-13
Fiduciary Alliance LLC
DECREASED
Shares4,432 from 8,705
Change-4,273 (-49%)
Value$555.2K (-$525.8K)
Filed 2026-10-13
Schulz Wealth, Ltd.
UNCHANGED
Shares4,404 from 4,404
Change0 (0%)
Value$551.7K (+$4.8K)
Filed 2026-11-03
Hohimer Wealth Management, LLC
DECREASED
Shares4,376 from 4,384
Change-8 (0%)
Value$548.2K (+$3.8K)
Filed 2026-11-04
Creative Capital Management Investments LLC
DECREASED
Shares4,348 from 4,484
Change-136 (-3%)
Value$544.6K (-$12.1K)
Filed 2026-10-28
D.B. Root & Company, LLC
UNCHANGED
Shares4,343 from 4,343
Change0 (0%)
Value$544.0K (+$4.7K)
Filed 2026-11-04
Skyline Advisors, Inc.
INCREASED
Shares4,338 from 4,334
Change+4 (+0%)
Value$543.3K (+$5.2K)
Filed 2026-11-03
Compass Financial Management LLC
DECREASED
Shares4,335 from 4,746
Change-411 (-9%)
Value$543.0K (-$46.6K)
Filed 2026-10-30
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares4,332 from 4,332
Change0 (0%)
Value$542.6K (+$4.7K)
Filed 2026-10-30
Old Port Advisors
NEW
Shares4,326
Change+4,326
Value$541.9K
Filed 2026-10-23
Flaharty Asset Management, LLC
DECREASED
Shares4,292 from 16,096
Change-11,804 (-73%)
Value$545.4K (-$1.4M)
Filed 2026-11-02
WBH Advisory Inc
DECREASED
Shares4,290 from 4,601
Change-311 (-7%)
Value$537.3K (-$34.0K)
Filed 2026-11-05
World Equity Group, Inc.
DECREASED
Shares4,288 from 5,529
Change-1,241 (-22%)
Value$537.1K (-$149.4K)
Filed 2026-10-14
Aire Advisors, LLC
DECREASED
Shares4,274 from 4,635
Change-361 (-8%)
Value$535.3K (-$40.2K)
Filed 2026-10-22
Grange Capital, LLC
UNCHANGED
Shares4,240 from 4,240
Change0 (0%)
Value$531.1K (+$4.6K)
Filed 2026-10-20
Asset One Wealth Management LLC
UNCHANGED
Shares4,232 from 4,232
Change0 (0%)
Value$530.1K (+$7.1K)
Filed 2026-11-02
Navigate Wealth Management, LLC
INCREASED
Shares4,220 from 2,852
Change+1,368 (+48%)
Value$539.8K (+$199.3K)
Filed 2026-10-14
TritonPoint Partners, LLC
DECREASED
Shares4,208 from 8,586
Change-4,378 (-51%)
Value$527.2K (-$538.9K)
Filed 2026-11-05
Foronjy Financial LLC
DECREASED
Shares4,184 from 4,194
Change-10 (0%)
Value$524.1K (+$3.3K)
Filed 2026-10-14
Joel Adams & Associates, Inc.
INCREASED
Shares4,181 from 4,178
Change+3 (+0%)
Value$523.8K (+$5.0K)
Filed 2026-11-02
Mlp3, LLC
DECREASED
Shares4,175 from 4,757
Change-582 (-12%)
Value$523.0K (-$67.6K)
Filed 2026-10-22
Bright Futures Wealth Management, Llc.
UNCHANGED
Shares4,164 from 4,164
Change0 (0%)
Value$521.6K (+$4.5K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
DECREASED
Shares4,160 from 4,166
Change-6 (0%)
Value$518.4K (+$1.1K)
Filed 2026-11-02
First Nebraska Trust Co
DECREASED
Shares4,152 from 4,332
Change-180 (-4%)
Value$520.1K (-$17.8K)
Filed 2026-10-30
Financial Consulate, Inc
INCREASED
Shares4,152 from 4,148
Change+4 (+0%)
Value$520.1K (+$5.0K)
Filed 2026-10-23
Collective Family Office LLC
UNCHANGED
Shares4,136 from 4,136
Change0 (0%)
Value$518.1K (+$4.5K)
Filed 2026-10-05
JBR Co Financial Management Inc
UNCHANGED
Shares4,136 from 4,136
Change0 (0%)
Value$508.8K (-$4.8K)
Filed 2026-10-13
Retireful, LLC
INCREASED
Shares4,084 from 3,553
Change+531 (+15%)
Value$511.6K (+$70.4K)
Filed 2026-10-09
Beacon Bank & Trust
UNCHANGED
Shares4,068 from 4,068
Change0 (0%)
Value$509.6K (+$4.4K)
Filed 2026-10-27
Dala Group, LLC
UNCHANGED
Shares4,059 from 4,059
Change0 (0%)
Value$508.4K (+$4.4K)
Filed 2026-10-29
Stanich Group LLC
UNCHANGED
Shares4,057 from 4,057
Change0 (0%)
Value$508.1K (+$4.4K)
Filed 2026-10-16
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares4,056 from 4,056
Change0 (0%)
Value$508.1K (+$4.4K)
Filed 2026-11-02
Clarity Capital Advisors, LLC
INCREASED
Shares4,052 from 4,051
Change+1 (+0%)
Value$507.5K (+$4.6K)
Filed 2026-10-27
Seven Hills Financial, LLC
NEW
Shares4,000
Change+4,000
Value$501.0K
Filed 2026-10-13
Heffernan Advisory, Inc
INCREASED
Shares4,000 from 2,000
Change+2,000 (+100%)
Value$501.0K (+$252.7K)
Filed 2026-10-13
Collar Capital Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$501.0K (+$4.4K)
Filed 2026-10-28
Trust Co
INCREASED
Shares3,988 from 2,696
Change+1,292 (+48%)
Value$499.5K (+$164.8K)
Filed 2026-10-09
Abner Herrman & Brock LLC
DECREASED
Shares3,988 from 3,998
Change-10 (0%)
Value$500 (+$4)
Filed 2026-10-20
Fusion Family Wealth, LLC
UNCHANGED
Shares3,988 from 3,988
Change0 (0%)
Value$499.5K (+$4.3K)
Filed 2026-11-02
Align Financial, LLC
UNCHANGED
Shares3,984 from 3,984
Change0 (0%)
Value$499.0K (+$4.3K)
Filed 2026-10-16
Aspire Private Capital, LLC
UNCHANGED
Shares3,968 from 3,968
Change0 (0%)
Value$497.0K (+$4.3K)
Filed 2026-11-05
Ascentis Wealth Management, LLC
DECREASED
Shares3,960 from 5,068
Change-1,108 (-22%)
Value$496.0K (-$133.3K)
Filed 2026-11-03
Granite Group Advisors, LLC
DECREASED
Shares3,934 from 4,294
Change-360 (-8%)
Value$492.8K (-$40.4K)
Filed 2026-10-14
HCR Wealth Advisors
INCREASED
Shares3,924 from 3,833
Change+91 (+2%)
Value$491.6K (+$15.6K)
Filed 2026-10-15
Mainsail Asset Management, LLC
INCREASED
Shares3,918 from 3,914
Change+4 (+0%)
Value$506.2K (+$38.9K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
DECREASED
Shares3,909 from 7,835
Change-3,926 (-50%)
Value$439.1K (-$463.0K)
Filed 2026-11-04
Kroeger Financial Partners
DECREASED
Shares3,909 from 4,002
Change-93 (-2%)
Value$489.6K (-$7.3K)
Filed 2026-10-19
Flavin Financial Services, Inc.
INCREASED
Shares3,903 from 3,901
Change+2 (+0%)
Value$488.9K (+$4.5K)
Filed 2026-10-21
Heritage Wealth Management, Inc.
UNCHANGED
Shares3,888 from 3,888
Change0 (0%)
Value$487.0K (+$4.2K)
Filed 2026-10-27
Polaris Investment Advisors, LLC
UNCHANGED
Shares3,886 from 3,886
Change0 (0%)
Value$486.8K (+$4.2K)
Filed 2026-10-20
Box Hill Private Wealth LLC
INCREASED
Shares3,883 from 3,880
Change+3 (+0%)
Value$486.4K (+$4.7K)
Filed 2026-10-05
Patton Albertson Miller Group, LLC
UNCHANGED
Shares3,880 from 3,880
Change0 (0%)
Value$486.0K (+$4.2K)
Filed 2026-10-26
Private Wealth Management Group, LLC
DECREASED
Shares3,873 from 3,948
Change-75 (-2%)
Value$485.1K (-$5.1K)
Filed 2026-10-19
Fortitude Family Office, LLC
UNCHANGED
Shares3,872 from 3,872
Change0 (0%)
Value$485.0K (+$4.2K)
Filed 2026-10-14
Nixon Peabody Trust Co
DECREASED
Shares3,869 from 3,880
Change-11 (0%)
Value$484.6K (+$2.9K)
Filed 2026-10-23
Granville Capital, Inc.
DECREASED
Shares3,860 from 4,400
Change-540 (-12%)
Value$483.6K (-$62.8K)
Filed 2026-11-05
Blue Fin Capital, Inc.
UNCHANGED
Shares3,852 from 3,852
Change0 (0%)
Value$482.5K (+$4.2K)
Filed 2026-10-28
New Perspectives, Inc
UNCHANGED
Shares3,848 from 3,848
Change0 (0%)
Value$482.0K (+$4.2K)
Filed 2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares3,838 from 3,980
Change-142 (-4%)
Value$480.7K (-$13.4K)
Filed 2026-10-23
Chemistry Wealth Management LLC
INCREASED
Shares3,802 from 3,690
Change+112 (+3%)
Value$476.2K (+$18.1K)
Filed 2026-10-16
First Merchants Corp
DECREASED
Shares3,797 from 4,103
Change-306 (-7%)
Value$475.6K (-$33.9K)
Filed 2026-10-15
Bfsg, LLC
UNCHANGED
Shares3,796 from 3,796
Change0 (0%)
Value$475.5K (+$4.1K)
Filed 2026-10-30
Perennial Advisors, LLC
UNCHANGED
Shares3,784 from 3,784
Change0 (0%)
Value$474.0K (+$4.1K)
Filed 2026-10-13
Owl Creek Wealth Partners LLC
INCREASED
Shares3,776 from 3,773
Change+3 (+0%)
Value$473.0K (+$4.5K)
Filed 2026-10-20
Capital Management Associates, Inc
UNCHANGED
Shares3,776 from 3,776
Change0 (0%)
Value$473.0K (+$4.1K)
Filed 2026-10-20
Patriot Investment Management Group, Inc.
UNCHANGED
Shares3,744 from 3,744
Change0 (0%)
Value$469.0K (+$4.1K)
Filed 2026-10-15
Diversified Management Inc
INCREASED
Shares3,728 from 3,520
Change+208 (+6%)
Value$467.0K (+$29.9K)
Filed 2026-10-08
Clear Trail Advisors, LLC
DECREASED
Shares3,713 from 3,800
Change-87 (-2%)
Value$465.1K (-$6.8K)
Filed 2026-10-20
Abacus Planning Group, Inc.
UNCHANGED
Shares3,699 from 3,699
Change0 (0%)
Value$463.3K (+$4.0K)
Filed 2026-11-02
Probity Advisors, Inc.
DECREASED
Shares3,688 from 3,988
Change-300 (-8%)
Value$462.0K (-$33.2K)
Filed 2026-10-23
Commons Capital, LLC
INCREASED
Shares3,680 from 3,679
Change+1 (+0%)
Value$461.0K (+$4.1K)
Filed 2026-11-05
Values Added Financial LLC
UNCHANGED
Shares3,680 from 3,680
Change0 (0%)
Value$461.0K (+$4.0K)
Filed 2026-10-28
Canopy Partners, LLC
DECREASED
Shares3,661 from 3,664
Change-3 (0%)
Value$458.6K (+$3.6K)
Filed 2026-10-28
Trek Financial, LLC
DECREASED
Shares3,658 from 4,124
Change-466 (-11%)
Value$458.2K (-$53.9K)
Filed 2026-10-29
Carrera Capital Advisors
DECREASED
Shares3,658 from 3,967
Change-309 (-8%)
Value$458.3K (-$34.3K)
Filed 2026-11-03
MKT Advisors LLC
UNCHANGED
Shares3,655 from 3,655
Change0 (0%)
Value$464.6K (+$21.1K)
Filed 2026-10-20
BAM Wealth Management, LLC
UNCHANGED
Shares3,653 from 3,653
Change0 (0%)
Value$457.6K (+$4.0K)
Filed 2026-10-15
Arcadia Investment Advisors LLC
UNCHANGED
Shares3,652 from 3,652
Change0 (0%)
Value$457.5K (+$4.0K)
Filed 2026-10-13
Retirement Wealth Solutions LLC
INCREASED
Shares3,629 from 2,784
Change+845 (+30%)
Value$454.6K (+$108.9K)
Filed 2026-10-07
City State Bank
DECREASED
Shares3,628 from 4,628
Change-1,000 (-22%)
Value$454.4K (-$120.2K)
Filed 2026-10-20
TigerOak Management, L.L.C.
UNCHANGED
Shares3,616 from 3,616
Change0 (0%)
Value$452.9K (+$3.9K)
Filed 2026-10-23
Optivise Advisory Services LLC
DECREASED
Shares3,615 from 3,900
Change-285 (-7%)
Value$452.8K (-$31.5K)
Filed 2026-10-19
Dahring | Cusmano LLC
INCREASED
Shares3,612 from 3,609
Change+3 (+0%)
Value$452.4K (+$4.3K)
Filed 2026-11-03
Austin Asset Management Co Inc
DECREASED
Shares3,602 from 3,827
Change-225 (-6%)
Value$451.2K (-$24.0K)
Filed 2026-10-29
Private Management Group Inc
DECREASED
Shares3,600 from 3,632
Change-32 (-1%)
Value$450.9K (-$49)
Filed 2026-11-04
Newton One Investments LLC
DECREASED
Shares3,590 from 3,755
Change-165 (-4%)
Value$449.7K (-$16.6K)
Filed 2026-10-14
Decker Wealth Management LLC
NEW
Shares3,568
Change+3,568
Value$446.9K
Filed 2026-10-09
Vision Capital Management, Inc.
DECREASED
Shares3,552 from 3,784
Change-232 (-6%)
Value$444.9K (-$24.9K)
Filed 2026-10-20
Praetorian Wealth Management, Inc.
UNCHANGED
Shares3,540 from 3,540
Change0 (0%)
Value$443.4K (+$3.9K)
Filed 2026-10-16
Tanager Wealth Management LLP
UNCHANGED
Shares3,536 from 3,536
Change0 (0%)
Value$442.9K (+$3.9K)
Filed 2026-10-19
Global Trust Asset Management, LLC
DECREASED
Shares3,528 from 3,582
Change-54 (-2%)
Value$441.9K (-$2.9K)
Filed 2026-10-19
Lakeshore Financial Planning, Inc.
INCREASED
Shares3,520 from 3,108
Change+412 (+13%)
Value$440.9K (+$55.0K)
Filed 2026-10-13
Everhart Financial Group, Inc.
DECREASED
Shares3,508 from 3,520
Change-12 (0%)
Value$439.4K (+$2.3K)
Filed 2026-10-08
Summit Investment Advisory Services, LLC
UNCHANGED
Shares3,492 from 3,492
Change0 (0%)
Value$437.4K (+$3.8K)
Filed 2026-11-03
Neumann Capital Management, LLC
UNCHANGED
Shares3,488 from 3,488
Change0 (0%)
Value$436.9K (+$3.8K)
Filed 2026-10-15
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares3,477 from 3,476
Change+1 (+0%)
Value$435.5K (+$3.8K)
Filed 2026-10-14
JGP Wealth Management, LLC
INCREASED
Shares3,473 from 3,472
Change+1 (+0%)
Value$435.0K (+$3.9K)
Filed 2026-10-13
Bennett Selby Investments LP
UNCHANGED
Shares3,452 from 3,452
Change0 (0%)
Value$432.4K (+$3.8K)
Filed 2026-10-19
TopTier Wealth Management, LLC
UNCHANGED
Shares3,448 from 3,448
Change0 (0%)
Value$431.9K (+$3.8K)
Filed 2026-10-16
Pennsylvania Capital Management Inc
INCREASED
Shares3,426 from 2,164
Change+1,262 (+58%)
Value$429.1K (+$160.4K)
Filed 2026-11-05
Strategic Planning Group, LLC
INCREASED
Shares3,426 from 3,422
Change+4 (+0%)
Value$429.1K (+$4.1K)
Filed 2026-10-22
Tritonpoint Wealth, LLC
UNCHANGED
Shares3,408 from 3,408
Change0 (0%)
Value$426.9K (+$3.7K)
Filed 2026-10-19
Wealthcare Capital Partners, LLC
INCREASED
Shares3,396 from 2,920
Change+476 (+16%)
Value$425.4K (+$62.8K)
Filed 2026-10-21
Braun Stacey Associates Inc
INCREASED
Shares3,388 from 3,356
Change+32 (+1%)
Value$424.4K (+$7.7K)
Filed 2026-10-19
Berkeley, Inc
UNCHANGED
Shares3,382 from 3,382
Change0 (0%)
Value$423.7K (+$3.7K)
Filed 2026-10-20
Putney Financial Group LLC
UNCHANGED
Shares3,368 from 3,368
Change0 (0%)
Value$421.9K (+$3.7K)
Filed 2026-10-30
Kachkovsky & Fisher, Inc.
DECREASED
Shares3,365 from 3,422
Change-57 (-2%)
Value$421.5K (-$3.4K)
Filed 2026-10-21
Salvus Wealth Management, LLC
INCREASED
Shares3,353 from 2,304
Change+1,049 (+46%)
Value$420.0K (+$133.9K)
Filed 2026-10-13
Opal Wealth Advisors, LLC
UNCHANGED
Shares3,351 from 3,351
Change0 (0%)
Value$419.7K (+$3.7K)
Filed 2026-10-16
LongView Wealth Management
DECREASED
Shares3,349 from 9,214
Change-5,865 (-64%)
Value$419.5K (-$724.6K)
Filed 2026-10-19
Stephen J. Garry & Associates, LLC
DECREASED
Shares3,340 from 5,660
Change-2,320 (-41%)
Value$418.4K (-$284.4K)
Filed 2026-11-05
Lmcg Investments, LLC
UNCHANGED
Shares3,333 from 3,333
Change0 (0%)
Value$417.5K (+$3.6K)
Filed 2026-10-21
IFS Advisors, LLC
INCREASED
Shares3,321 from 2,965
Change+356 (+12%)
Value$416.0K (+$47.9K)
Filed 2026-10-14
Advocate Investing Services LLC
DECREASED
Shares3,320 from 3,420
Change-100 (-3%)
Value$415.9K (-$8.8K)
Filed 2026-10-26
Essential Investment Partners LLC
UNCHANGED
Shares3,308 from 3,308
Change0 (0%)
Value$414.4K (+$3.6K)
Filed 2026-10-27
Bank of Stockton
DECREASED
Shares3,305 from 3,320
Change-15 (0%)
Value$414.0K (+$1.7K)
Filed 2026-10-20
Retiremitten Financial LLC
DECREASED
Shares3,304 from 3,463
Change-159 (-5%)
Value$406.4K (-$23.6K)
Filed 2026-11-05
Alessandra Capital Management, LLC
UNCHANGED
Shares3,304 from 3,304
Change0 (0%)
Value$413.9K (+$3.6K)
Filed 2026-10-30
Charles Schwab Trust Co
INCREASED
Shares3,292 from 3,020
Change+272 (+9%)
Value$412.4K (+$37.4K)
Filed 2026-10-15
Kondo Wealth Advisors, Inc.
INCREASED
Shares3,267 from 3,265
Change+2 (+0%)
Value$409.3K (+$3.8K)
Filed 2026-10-19
Investors Research Corp
INCREASED
Shares3,257 from 3,184
Change+73 (+2%)
Value$408.0K (+$12.6K)
Filed 2026-10-07
High Point Wealth Management, LLC
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$407.0K (+$3.5K)
Filed 2026-11-05
Fonville Wealth Management LLC
INCREASED
Shares3,245 from 1,947
Change+1,298 (+67%)
Value$406.5K (+$164.8K)
Filed 2026-10-28
ARQ Wealth Advisors, LLC
INCREASED
Shares3,243 from 3,096
Change+147 (+5%)
Value$406.2K (+$31.9K)
Filed 2026-10-29
Range Financial Group LLC
UNCHANGED
Shares3,236 from 3,236
Change0 (0%)
Value$405.3K (+$3.5K)
Filed 2026-10-21
Phillips Financial Management, LLC
UNCHANGED
Shares3,232 from 3,232
Change0 (0%)
Value$404.8K (+$3.5K)
Filed 2026-10-19
SkyOak Wealth, LLC
UNCHANGED
Shares3,219 from 3,219
Change0 (0%)
Value$403.2K (+$3.5K)
Filed 2026-10-28
Aspect Partners, LLC
DECREASED
Shares3,218 from 3,300
Change-82 (-2%)
Value$403.1K (-$6.7K)
Filed 2026-10-20
Inscription Capital, LLC
INCREASED
Shares3,213 from 2,438
Change+775 (+32%)
Value$402.4K (+$99.7K)
Filed 2026-11-02
Meredith Wealth Planning
NEW
Shares3,192
Change+3,192
Value$399.8K
Filed 2026-10-14
Guyasuta Investment Advisors Inc
UNCHANGED
Shares3,188 from 3,188
Change0 (0%)
Value$399.3K (+$3.5K)
Filed 2026-10-15
Kaufman Rossin Wealth, LLC
UNCHANGED
Shares3,180 from 3,180
Change0 (0%)
Value$398.3K (+$6.2K)
Filed 2026-10-19
Penobscot Wealth Management
INCREASED
Shares3,176 from 3,005
Change+171 (+6%)
Value$397.8K (+$24.7K)
Filed 2026-10-21
Aurora Private Wealth, Inc.
INCREASED
Shares3,146 from 3,143
Change+3 (+0%)
Value$394 (-$389.6K)
Filed 2026-10-20
Matisse Capital
UNCHANGED
Shares3,140 from 3,140
Change0 (0%)
Value$393.3K (+$3.4K)
Filed 2026-10-29
Evolution Wealth Advisors, LLC
DECREASED
Shares3,137 from 10,057
Change-6,920 (-69%)
Value$393.0K (-$855.8K)
Filed 2026-11-03
High Net Worth Advisory Group LLC
UNCHANGED
Shares3,136 from 3,136
Change0 (0%)
Value$392.8K (+$3.4K)
Filed 2026-10-26
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares3,132 from 3,132
Change0 (0%)
Value$383.4K (+$4.7K)
Filed 2026-10-21
Stone Loft Wealth Management LLC
UNCHANGED
Shares3,124 from 3,124
Change0 (0%)
Value$391.4K (+$5.3K)
Filed 2026-11-03
Security National Bank
INCREASED
Shares3,116 from 1,992
Change+1,124 (+56%)
Value$390.3K (+$143.0K)
Filed 2026-10-26
Emergent Wealth Advisors, LLC
INCREASED
Shares3,096 from 3,093
Change+3 (+0%)
Value$387.8K (+$3.7K)
Filed 2026-10-09
Strengthening Families & Communities, LLC
INCREASED
Shares3,095 from 3,092
Change+3 (+0%)
Value$387.7K (+$3.7K)
Filed 2026-10-21
Arlington Trust Co LLC
DECREASED
Shares3,064 from 6,268
Change-3,204 (-51%)
Value$383.8K (-$394.5K)
Filed 2026-10-20
Left Brain Wealth Management, LLC
UNCHANGED
Shares3,056 from 3,056
Change0 (0%)
Value$382.8K (+$3.3K)
Filed 2026-10-28
Gradient Investments LLC
INCREASED
Shares3,048 from 2,740
Change+308 (+11%)
Value$381.8K (+$41.6K)
Filed 2026-10-08
Kellett Wealth Advisors, LLC
INCREASED
Shares3,039 from 3,037
Change+2 (+0%)
Value$380.7K (+$3.6K)
Filed 2026-10-15
Grandfield & Dodd, LLC
UNCHANGED
Shares3,028 from 3,028
Change0 (0%)
Value$379.3K (+$3.3K)
Filed 2026-10-29
Family Office Research LLC
INCREASED
Shares3,016 from 3,015
Change+1 (+0%)
Value$377.8K (+$3.5K)
Filed 2026-10-14
Oak Harvest Investment Services
UNCHANGED
Shares3,005 from 3,005
Change0 (0%)
Value$376.4K (+$3.3K)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares3,004 from 2,516
Change+488 (+19%)
Value$376.3K (+$63.9K)
Filed 2026-10-07
Friedenthal Financial
NEW
Shares3,000
Change+3,000
Value$375.8K
Filed 2026-10-27
Legacy Bridge, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$375.8K (+$3.3K)
Filed 2026-10-28
Focused Alpha, LLC
DECREASED
Shares2,990 from 3,249
Change-259 (-8%)
Value$374.5K (-$28.9K)
Filed 2026-10-20
Opulen Financial Group LLC
INCREASED
Shares2,975 from 2,973
Change+2 (+0%)
Value$372.6K (+$3.5K)
Filed 2026-10-22
Tiller Private Wealth, Inc.
UNCHANGED
Shares2,972 from 2,972
Change0 (0%)
Value$372.3K (+$3.2K)
Filed 2026-10-26
Parcion Private Wealth LLC
UNCHANGED
Shares2,968 from 2,968
Change0 (0%)
Value$371.8K (+$3.2K)
Filed 2026-10-28
First Command Advisory Services, Inc.
DECREASED
Shares2,967 from 6,516
Change-3,549 (-54%)
Value$371.6K (-$437.5K)
Filed 2026-11-05
Mitchell Sinkler & Starr
UNCHANGED
Shares2,960 from 2,960
Change0 (0%)
Value$370.8K (+$3.2K)
Filed 2026-10-13
Accelerate Investment Advisors LLC
UNCHANGED
Shares2,946 from 2,946
Change0 (0%)
Value$369.0K (+$3.2K)
Filed 2026-11-02
Hager Investment Management Services, LLC
DECREASED
Shares2,941 from 3,051
Change-110 (-4%)
Value$368.4K (-$10.5K)
Filed 2026-11-04
Peak Financial Advisors LLC
UNCHANGED
Shares2,940 from 2,940
Change0 (0%)
Value$368.3K (+$3.2K)
Filed 2026-10-28
Fragasso Financial Advisors Inc
INCREASED
Shares2,933 from 2,930
Change+3 (+0%)
Value$375.1K (+$11.3K)
Filed 2026-10-13
Washington Trust Co
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$367.0K (+$3.2K)
Filed 2026-10-22
Horizons Wealth Management
NEW
Shares2,928
Change+2,928
Value$366.8K
Filed 2026-10-05
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares2,916 from 2,916
Change0 (0%)
Value$365.3K (+$3.2K)
Filed 2026-11-03
SJS Investment Consulting Inc.
UNCHANGED
Shares2,912 from 2,912
Change0 (0%)
Value$364.8K (+$3.2K)
Filed 2026-10-26
R2 Capital Strategies, LLC
INCREASED
Shares2,909 from 2,907
Change+2 (+0%)
Value$364.4K (+$3.5K)
Filed 2026-10-15
ShankerValleau Wealth Advisors, Inc.
NEW
Shares2,884
Change+2,884
Value$361.3K
Filed 2026-10-16
Global Wealth Strategies & Associates
INCREASED
Shares2,881 from 2,140
Change+741 (+35%)
Value$360.8K (+$95.1K)
Filed 2026-10-02
Williams Jones Wealth Management, Llc.
DECREASED
Shares2,880 from 2,920
Change-40 (-1%)
Value$360.7K (-$1.8K)
Filed 2026-11-05
Valpey Financial Services, LLC
DECREASED
Shares2,871 from 2,935
Change-64 (-2%)
Value$359.6K (-$4.9K)
Filed 2026-10-30
Howard Wealth Management, LLC
DECREASED
Shares2,868 from 5,105
Change-2,237 (-44%)
Value$359.3K (-$274.6K)
Filed 2026-10-28
Antonelli Financial Advisors, LLC
DECREASED
Shares2,867 from 3,252
Change-385 (-12%)
Value$359.0K (-$45.0K)
Filed 2026-10-13
Delta Financial Advisors LLC
UNCHANGED
Shares2,848 from 2,848
Change0 (0%)
Value$356.7K (+$3.1K)
Filed 2026-10-27
Andrews, Lucia Wealth Management LLC
UNCHANGED
Shares2,846 from 2,846
Change0 (0%)
Value$356.4K (+$3.1K)
Filed 2026-11-02
Global Assets Advisory, LLC
INCREASED
Shares2,839 from 2,800
Change+39 (+1%)
Value$364.1K (+$19.0K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
DECREASED
Shares2,831 from 3,199
Change-368 (-11%)
Value$354.6K (-$42.6K)
Filed 2026-10-21
Bedminster, LLC
DECREASED
Shares2,820 from 3,012
Change-192 (-6%)
Value$353.2K (-$20.8K)
Filed 2026-11-04
Jacksonville Wealth Management, LLC
UNCHANGED
Shares2,804 from 2,804
Change0 (0%)
Value$351.2K (+$3.1K)
Filed 2026-10-30
Good Harbor Advisors, Inc.
DECREASED
Shares2,802 from 2,902
Change-100 (-3%)
Value$351.0K (-$9.4K)
Filed 2026-10-20
Nichols & Pratt Advisers LLP
NEW
Shares2,800
Change+2,800
Value$352.0K
Filed 2026-10-13
Hunter Associates Investment Management LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$350 (-$346.7K)
Filed 2026-10-26
North Point Portfolio Managers Corp
INCREASED
Shares2,792 from 2,076
Change+716 (+34%)
Value$349.7K (+$91.9K)
Filed 2026-10-07
LVW Advisors, LLC
UNCHANGED
Shares2,770 from 2,770
Change0 (0%)
Value$346.9K (+$3.0K)
Filed 2026-10-19
Abacus Wealth Partners, LLC
DECREASED
Shares2,752 from 3,120
Change-368 (-12%)
Value$344.7K (-$42.7K)
Filed 2026-11-03
Maia Wealth LLC
DECREASED
Shares2,751 from 2,908
Change-157 (-5%)
Value$344.6K (-$16.5K)
Filed 2026-10-19
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares2,744 from 2,744
Change0 (0%)
Value$343.8K (+$3.0K)
Filed 2026-11-02
Beacon Financial Planning, Inc
UNCHANGED
Shares2,721 from 2,721
Change0 (0%)
Value$340.8K (+$3.0K)
Filed 2026-11-04
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares2,704 from 3,892
Change-1,188 (-31%)
Value$338.7K (-$144.6K)
Filed 2026-10-16
Prism Planning Partners LLC
UNCHANGED
Shares2,703 from 2,703
Change0 (0%)
Value$338.6K (+$2.9K)
Filed 2026-10-27
Plimoth Trust Co LLC
DECREASED
Shares2,700 from 2,800
Change-100 (-4%)
Value$338.2K (-$9.5K)
Filed 2026-10-26
Cornerstone Management, Inc.
DECREASED
Shares2,697 from 2,777
Change-80 (-3%)
Value$337.8K (-$7.0K)
Filed 2026-10-16
Robinswood Financial LLC
INCREASED
Shares2,696 from 2,693
Change+3 (+0%)
Value$330.5K (-$3.9K)
Filed 2026-10-20
Pacific Center for Financial Services
UNCHANGED
Shares2,692 from 2,692
Change0 (0%)
Value$337.2K (+$2.9K)
Filed 2026-10-15
SP Asset Management LLC
INCREASED
Shares2,667 from 2,664
Change+3 (+0%)
Value$334.0K (+$3.2K)
Filed 2026-11-05
Armstrong Advisory Group, Inc
INCREASED
Shares2,662 from 2,660
Change+2 (+0%)
Value$333.4K (+$3.2K)
Filed 2026-10-09
Grey Ledge Advisors, LLC
INCREASED
Shares2,648 from 2,646
Change+2 (+0%)
Value$331.7K (+$3.2K)
Filed 2026-11-02
Buttonwood Financial Advisors Inc.
INCREASED
Shares2,644 from 2,628
Change+16 (+1%)
Value$331.2K (+$4.9K)
Filed 2026-10-13
Bill Few Associates, Inc.
DECREASED
Shares2,629 from 2,832
Change-203 (-7%)
Value$329.3K (-$22.3K)
Filed 2026-10-09
Ulland Investment Advisors, LLC
DECREASED
Shares2,620 from 2,680
Change-60 (-2%)
Value$328 (-$5)
Filed 2026-10-13
Boston Trust Walden Corp
UNCHANGED
Shares2,618 from 2,618
Change0 (0%)
Value$327.9K (+$2.9K)
Filed 2026-10-30
ACT Wealth Management, LLC
UNCHANGED
Shares2,597 from 2,597
Change0 (0%)
Value$325.4K (+$2.8K)
Filed 2026-10-09
Signature Resources Capital Management, LLC
UNCHANGED
Shares2,592 from 2,592
Change0 (0%)
Value$324.7K (+$2.8K)
Filed 2026-10-16
eCIO, Inc.
NEW
Shares2,588
Change+2,588
Value$334.3K
Filed 2026-11-02
M.E. Allison & Co., Inc.
UNCHANGED
Shares2,584 from 2,584
Change0 (0%)
Value$323.6K (+$2.8K)
Filed 2026-10-09
Symmetry Partners, LLC
DECREASED
Shares2,571 from 2,846
Change-275 (-10%)
Value$322.0K (-$31.3K)
Filed 2026-10-27
LaFleur & Godfrey LLC
DECREASED
Shares2,565 from 2,605
Change-40 (-2%)
Value$321.3K (-$2.2K)
Filed 2026-10-27
Montz Harcus Wealth Management LLC
INCREASED
Shares2,563 from 2,525
Change+38 (+2%)
Value$321.1K (+$7.5K)
Filed 2026-10-09
KFG LLC
NEW
Shares2,556
Change+2,556
Value$320.2K
Filed 2026-11-02
RPG Investment Advisory, LLC
DECREASED
Shares2,546 from 4,506
Change-1,960 (-43%)
Value$318.9K (-$240.6K)
Filed 2026-10-21
Lake Street Private Wealth, LLC
DECREASED
Shares2,537 from 2,616
Change-79 (-3%)
Value$317.8K (-$7.1K)
Filed 2026-10-22
LFG Wealth Partners, LLC
UNCHANGED
Shares2,536 from 2,536
Change0 (0%)
Value$317.7K (+$2.8K)
Filed 2026-10-28
Register Financial Advisors LLC
INCREASED
Shares2,525 from 2,523
Change+2 (+0%)
Value$316.3K (+$3.0K)
Filed 2026-10-23
Meridian Investment Counsel Inc.
UNCHANGED
Shares2,520 from 2,520
Change0 (0%)
Value$315.7K (+$2.7K)
Filed 2026-10-14
Acorn Financial Advisory Services Inc
DECREASED
Shares2,496 from 2,740
Change-244 (-9%)
Value$312.6K (-$27.6K)
Filed 2026-11-02
Powell Investment Advisors, LLC
UNCHANGED
Shares2,496 from 2,496
Change0 (0%)
Value$312.6K (+$2.7K)
Filed 2026-10-22
Nilsine Partners, LLC
INCREASED
Shares2,482 from 2,024
Change+458 (+23%)
Value$310.8K (+$59.5K)
Filed 2026-11-02
Philadelphia Trust Co
UNCHANGED
Shares2,464 from 2,464
Change0 (0%)
Value$309.0K (+$3.0K)
Filed 2026-11-05
Adell Harriman & Carpenter Inc
DECREASED
Shares2,460 from 2,660
Change-200 (-8%)
Value$308.1K (-$22.2K)
Filed 2026-11-02
First Premier Bank
UNCHANGED
Shares2,456 from 2,456
Change0 (0%)
Value$308 (+$3)
Filed 2026-10-13
First Bancorp, Inc
DECREASED
Shares2,446 from 2,734
Change-288 (-11%)
Value$306.4K (-$33.1K)
Filed 2026-10-26
Sterling Capital Management LLC
UNCHANGED
Shares2,440 from 2,440
Change0 (0%)
Value$305.6K (+$2.7K)
Filed 2026-10-22
Seamount Financial Group Inc
UNCHANGED
Shares2,440 from 2,440
Change0 (0%)
Value$305.6K (+$2.7K)
Filed 2026-10-21
BancFirst Trust & Investment Management
DECREASED
Shares2,436 from 2,600
Change-164 (-6%)
Value$305.2K (-$11.9K)
Filed 2026-10-30
TPG Advisors LLC
UNCHANGED
Shares2,430 from 2,430
Change0 (0%)
Value$304.4K (+$2.6K)
Filed 2026-10-16
Wolff Wiese Magana LLC
UNCHANGED
Shares2,424 from 2,424
Change0 (0%)
Value$303.6K (+$2.6K)
Filed 2026-10-15
Howard Financial Services, Ltd.
UNCHANGED
Shares2,412 from 2,412
Change0 (0%)
Value$302.1K (+$2.6K)
Filed 2026-10-15
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares2,409 from 2,410
Change-1 (0%)
Value$301.7K (+$2.5K)
Filed 2026-10-29
Mindset Wealth Management, LLC
UNCHANGED
Shares2,408 from 2,408
Change0 (0%)
Value$301.6K (+$2.6K)
Filed 2026-10-19
Hippocratic Financial Advisors, LLC
NEW
Shares2,400
Change+2,400
Value$300.6K
Filed 2026-10-13
Floyd Financial Group LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$305.1K (+$9.3K)
Filed 2026-10-28
Aspetuck Financial Management LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$300.6K (+$2.6K)
Filed 2026-11-04
Legacy Solutions, LLC
UNCHANGED
Shares2,399 from 2,399
Change0 (0%)
Value$300.5K (+$2.6K)
Filed 2026-10-07
Gill Capital Partners, LLC
UNCHANGED
Shares2,392 from 2,392
Change0 (0%)
Value$299.6K (+$2.6K)
Filed 2026-10-13
Blue Zone Wealth Advisors, LLC
NEW
Shares2,388
Change+2,388
Value$299.1K
Filed 2026-10-19
Capstone Wealth Management Group, Inc.
INCREASED
Shares2,383 from 2,381
Change+2 (+0%)
Value$298.5K (+$2.9K)
Filed 2026-10-19
Wingate Wealth Advisors, Inc.
UNCHANGED
Shares2,380 from 2,380
Change0 (0%)
Value$298.2K (+$2.7K)
Filed 2026-10-26
KWB Wealth
UNCHANGED
Shares2,380 from 2,380
Change0 (0%)
Value$298.1K (+$2.6K)
Filed 2026-10-16
Asset Allocation Strategies LLC
DECREASED
Shares2,369 from 4,888
Change-2,519 (-52%)
Value$296.7K (-$310.2K)
Filed 2026-10-20
City Center Advisors, LLC
NEW
Shares2,367
Change+2,367
Value$296.5K
Filed 2026-10-08
Green Ridge Wealth Planning LLC
INCREASED
Shares2,366 from 1,988
Change+378 (+19%)
Value$296.4K (+$49.5K)
Filed 2026-10-08
Prosperity Financial Group, Inc.
INCREASED
Shares2,360 from 2,260
Change+100 (+4%)
Value$295.6K (+$15.0K)
Filed 2026-10-29
Morton Brown Family Wealth, LLC
UNCHANGED
Shares2,358 from 2,358
Change0 (0%)
Value$295.3K (+$2.6K)
Filed 2026-10-23
Three Magnolias Financial Advisors, LLC
DECREASED
Shares2,340 from 2,940
Change-600 (-20%)
Value$293.1K (-$72.0K)
Filed 2026-10-14
Independent Wealth Advisors LLC
DECREASED
Shares2,315 from 2,779
Change-464 (-17%)
Value$290.0K (-$55.2K)
Filed 2026-10-27
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares2,296 from 2,296
Change0 (0%)
Value$287.6K (+$2.5K)
Filed 2026-10-23
Compass Wealth Management, LLC
DECREASED
Shares2,287 from 2,511
Change-224 (-9%)
Value$286.5K (-$25.3K)
Filed 2026-10-30
MBM Wealth Consultants, LLC
INCREASED
Shares2,276 from 2,132
Change+144 (+7%)
Value$285.1K (+$20.4K)
Filed 2026-10-20
Canvas Wealth Advisors, LLC
UNCHANGED
Shares2,276 from 2,276
Change0 (0%)
Value$275.6K (-$7.0K)
Filed 2026-11-02
Richard P Slaughter Associates Inc
DECREASED
Shares2,271 from 2,353
Change-82 (-3%)
Value$284.5K (-$7.7K)
Filed 2026-10-13
Ethic Inc.
NEW
Shares2,266
Change+2,266
Value$283.8K
Filed 2026-11-03
William Mack & Associates, Inc.
INCREASED
Shares2,262 from 2,260
Change+2 (+0%)
Value$283.3K (+$2.7K)
Filed 2026-10-27
Burns Matteson Capital Management, LLC
DECREASED
Shares2,260 from 2,261
Change-1 (0%)
Value$283.1K (+$2.3K)
Filed 2026-10-16
Pecaut & Co.
INCREASED
Shares2,260 from 2,259
Change+1 (+0%)
Value$283.0K (+$2.5K)
Filed 2026-10-27
SC&H Financial Advisors, Inc.
INCREASED
Shares2,255 from 2,254
Change+1 (+0%)
Value$282.5K (+$2.5K)
Filed 2026-10-14
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares2,255 from 2,255
Change0 (0%)
Value$282.4K (+$5.1K)
Filed 2026-10-09
Elite Wealth Management, Inc.
UNCHANGED
Shares2,252 from 2,252
Change0 (0%)
Value$282.1K (+$2.5K)
Filed 2026-11-03
RDA Financial Network
DECREASED
Shares2,236 from 2,286
Change-50 (-2%)
Value$280.1K (-$3.7K)
Filed 2026-10-15
One Way Holdings LLC
UNCHANGED
Shares2,228 from 2,228
Change0 (0%)
Value$279.1K (+$2.4K)
Filed 2026-10-29
Kelleher Financial Advisors
DECREASED
Shares2,216 from 4,432
Change-2,216 (-50%)
Value$277.6K (-$272.7K)
Filed 2026-10-30
Cox Capital Mgt LLC
UNCHANGED
Shares2,204 from 2,204
Change0 (0%)
Value$276.1K (+$2.4K)
Filed 2026-10-07
Arbor Wealth Advisors LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$275.6K (+$2.4K)
Filed 2026-10-09
Thrive Capital Management, LLC
NEW
Shares2,186
Change+2,186
Value$273.8K
Filed 2026-10-28
Bath Savings Trust Co
DECREASED
Shares2,184 from 2,288
Change-104 (-5%)
Value$273.6K (-$10.5K)
Filed 2026-10-07
FF Advisors,LLC
UNCHANGED
Shares2,184 from 2,184
Change0 (0%)
Value$273.6K (+$2.4K)
Filed 2026-10-21
Northwest Financial Advisors
NEW
Shares2,182
Change+2,182
Value$273.4K
Filed 2026-10-27
BankPlus Wealth Management LLC
INCREASED
Shares2,181 from 2,179
Change+2 (+0%)
Value$273.2K (+$2.6K)
Filed 2026-10-13
Van Cleef Asset Management,Inc
DECREASED
Shares2,178 from 2,220
Change-42 (-2%)
Value$272.8K (-$2.8K)
Filed 2026-10-20
CWC Advisors, Llc.
NEW
Shares2,168
Change+2,168
Value$271.6K
Filed 2026-10-15
Poehling Capital Management, Inc.
UNCHANGED
Shares2,160 from 2,160
Change0 (0%)
Value$270.6K (+$2.4K)
Filed 2026-10-20
National Wealth Management Group, LLC
UNCHANGED
Shares2,156 from 2,156
Change0 (0%)
Value$270.1K (+$2.4K)
Filed 2026-10-26
Ares Financial Consulting, LLC
INCREASED
Shares2,154 from 2,152
Change+2 (+0%)
Value$269.8K (+$2.6K)
Filed 2026-10-19
Strategic Advisors LLC
UNCHANGED
Shares2,136 from 2,136
Change0 (0%)
Value$267.6K (+$2.3K)
Filed 2026-10-13
Focused Wealth Management, Inc
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$266.8K (+$2.4K)
Filed 2026-10-30
180 Wealth Advisors, LLC
DECREASED
Shares2,124 from 2,188
Change-64 (-3%)
Value$266.0K (-$5.6K)
Filed 2026-11-03
Altfest L J & Co Inc
UNCHANGED
Shares2,124 from 2,124
Change0 (0%)
Value$266.1K (+$2.3K)
Filed 2026-10-27
Cypress Capital, LLC
DECREASED
Shares2,121 from 2,159
Change-38 (-2%)
Value$265.7K (-$2.4K)
Filed 2026-10-20
Baldwin Wealth Partners LLC
UNCHANGED
Shares2,120 from 2,120
Change0 (0%)
Value$265.6K (+$2.3K)
Filed 2026-10-13
LifeGoal Investments, LLC
NEW
Shares2,116
Change+2,116
Value$265.1K
Filed 2026-10-09
Wealth Advisory Solutions, LLC
UNCHANGED
Shares2,116 from 2,116
Change0 (0%)
Value$265.1K (+$2.3K)
Filed 2026-10-20
United Community Bank
DECREASED
Shares2,107 from 2,359
Change-252 (-11%)
Value$263.9K (-$29.0K)
Filed 2026-10-28
Quadcap Wealth Management, LLC
INCREASED
Shares2,105 from 2,085
Change+20 (+1%)
Value$263.6K (+$4.8K)
Filed 2026-11-02
Strata Wealth Advisors, LLC
UNCHANGED
Shares2,103 from 2,103
Change0 (0%)
Value$263.4K (+$2.3K)
Filed 2026-10-16
Financial Solutions Advisory Group, Inc.
UNCHANGED
Shares2,084 from 2,084
Change0 (0%)
Value$253.2K (-$3.8K)
Filed 2026-10-28
BNC Wealth Management, LLC
UNCHANGED
Shares2,084 from 2,084
Change0 (0%)
Value$261.0K (+$2.3K)
Filed 2026-10-19
Johnson & White Wealth Management, LLC
UNCHANGED
Shares2,060 from 2,060
Change0 (0%)
Value$258.0K (+$2.2K)
Filed 2026-11-03
BridgePort Financial Solutions, LLC
UNCHANGED
Shares2,058 from 2,058
Change0 (0%)
Value$257.8K (+$2.2K)
Filed 2026-11-02
Solidarity Wealth, LLC
UNCHANGED
Shares2,052 from 2,052
Change0 (0%)
Value$257.0K (+$2.2K)
Filed 2026-10-15
Avion Wealth
UNCHANGED
Shares2,052 from 2,052
Change0 (0%)
Value$257.0K (+$3.0K)
Filed 2026-11-04
Center for Financial Planning, Inc.
DECREASED
Shares2,042 from 2,140
Change-98 (-5%)
Value$255.8K (-$9.9K)
Filed 2026-10-26
Weinberger Asset Management, Inc
UNCHANGED
Shares2,042 from 2,042
Change0 (0%)
Value$255.7K (+$14.2K)
Filed 2026-10-28
Quartz Partners, LLC
DECREASED
Shares2,032 from 2,196
Change-164 (-7%)
Value$254.5K (-$18.1K)
Filed 2026-11-03
Harmony Asset Management LLC
UNCHANGED
Shares2,028 from 2,028
Change0 (0%)
Value$254.0K (+$2.2K)
Filed 2026-10-20
Enzi Wealth
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$256.8K (+$7.9K)
Filed 2026-10-14
Baxter Bros Inc
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$253.0K (+$2.2K)
Filed 2026-11-04
Fogel Capital Management, Inc.
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$253.0K (+$2.2K)
Filed 2026-11-04
TTP Investments, Inc.
INCREASED
Shares2,018 from 2,017
Change+1 (+0%)
Value$252.8K (+$2.4K)
Filed 2026-10-30
Fulton Breakefield Broenniman LLC
DECREASED
Shares2,017 from 8,209
Change-6,192 (-75%)
Value$252.6K (-$766.7K)
Filed 2026-11-03
ERn Financial, LLC
DECREASED
Shares2,008 from 2,164
Change-156 (-7%)
Value$251.5K (-$17.2K)
Filed 2026-10-28
Haven Private, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$250.5K (+$2.2K)
Filed 2026-10-27
Avondale Wealth Management
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$250.5K (+$2.2K)
Filed 2026-10-15
Clayton Financial Group LLC
NEW
Shares1,999
Change+1,999
Value$250.4K
Filed 2026-10-13
Wealth Group Ltd
UNCHANGED
Shares1,996 from 1,996
Change0 (0%)
Value$253.6K (+$5.8K)
Filed 2026-10-07
Sugar Maple Asset Management, LLC
UNCHANGED
Shares1,996 from 1,996
Change0 (0%)
Value$250.0K (+$2.2K)
Filed 2026-10-13
Obsidian CIO, LLC
DECREASED
Shares1,991 from 2,184
Change-193 (-9%)
Value$249.5K (-$21.7K)
Filed 2026-11-05
Old Peak Finance LLC
UNCHANGED
Shares1,988 from 1,988
Change0 (0%)
Value$249.0K (+$2.2K)
Filed 2026-11-02
Olistico Wealth, LLC
UNCHANGED
Shares1,984 from 1,984
Change0 (0%)
Value$248.6K (+$2.2K)
Filed 2026-10-05
PFG Private Wealth Management, LLC
DECREASED
Shares1,983 from 2,004
Change-21 (-1%)
Value$248.4K (-$446)
Filed 2026-10-15
Bucket List Wealth Management, LLC
UNCHANGED
Shares1,980 from 1,980
Change0 (0%)
Value$248.0K (+$2.2K)
Filed 2026-10-22
Riverbridge Partners LLC
DECREASED
Shares1,979 from 4,475
Change-2,496 (-56%)
Value$247.9K (-$307.8K)
Filed 2026-11-05
Avantra Family Wealth, Inc.
UNCHANGED
Shares1,976 from 1,976
Change0 (0%)
Value$247.5K (+$2.2K)
Filed 2026-10-20
Leverty Financial Group, LLC
UNCHANGED
Shares1,964 from 1,964
Change0 (0%)
Value$246.0K (+$2.1K)
Filed 2026-10-08
Innovative Wealth Building LLC
INCREASED
Shares1,962 from 1,704
Change+258 (+15%)
Value$245.8K (+$34.2K)
Filed 2026-10-14
First Growth Capital LLC
DECREASED
Shares1,961 from 2,796
Change-835 (-30%)
Value$245.6K (-$101.5K)
Filed 2026-10-15
First County Bank
DECREASED
Shares1,956 from 2,056
Change-100 (-5%)
Value$245.0K (-$10.3K)
Filed 2026-10-13
Norden Group LLC
DECREASED
Shares1,956 from 1,984
Change-28 (-1%)
Value$245.0K (-$1.3K)
Filed 2026-10-20
Wise Wealth Partners
INCREASED
Shares1,953 from 1,901
Change+52 (+3%)
Value$244.6K (+$8.6K)
Filed 2026-10-14
Old Second National Bank of Aurora
DECREASED
Shares1,952 from 2,112
Change-160 (-8%)
Value$244.5K (-$17.7K)
Filed 2026-10-22
AFG Fiduciary Services Limited Partnership
UNCHANGED
Shares1,948 from 1,948
Change0 (0%)
Value$247.6K (+$11.6K)
Filed 2026-10-21
Sterling Financial Planning, Inc.
NEW
Shares1,934
Change+1,934
Value$242.2K
Filed 2026-10-28
Layline Advisors, LLC
INCREASED
Shares1,933 from 1,931
Change+2 (+0%)
Value$242.1K (+$2.3K)
Filed 2026-11-02
Harold Davidson & Associates Inc.
UNCHANGED
Shares1,928 from 1,928
Change0 (0%)
Value$241.5K (+$2.1K)
Filed 2026-10-29
Aspirean Wealth, LLC
UNCHANGED
Shares1,928 from 1,928
Change0 (0%)
Value$241.5K (+$2.1K)
Filed 2026-11-03
Warwick Investment Management, Inc.
UNCHANGED
Shares1,927 from 1,927
Change0 (0%)
Value$241.4K (+$2.1K)
Filed 2026-10-19
Core Wealth Partners LLC
UNCHANGED
Shares1,926 from 1,926
Change0 (0%)
Value$241.3K (+$2.1K)
Filed 2026-11-02
Smith Chas P & Associates PA Cpas
DECREASED
Shares1,920 from 1,992
Change-72 (-4%)
Value$233.2K (-$14.1K)
Filed 2026-10-22
Hennion & Walsh Asset Management, Inc.
UNCHANGED
Shares1,911 from 1,911
Change0 (0%)
Value$239.4K (+$2.1K)
Filed 2026-10-13
Clifford Swan Investment Counsel LLC
INCREASED
Shares1,908 from 1,812
Change+96 (+5%)
Value$239.0K (+$14.0K)
Filed 2026-11-05
Benin Management Corp
UNCHANGED
Shares1,908 from 1,908
Change0 (0%)
Value$239.0K (+$2.1K)
Filed 2026-10-22
Vicus Capital
DECREASED
Shares1,902 from 1,994
Change-92 (-5%)
Value$238.3K (-$9.3K)
Filed 2026-11-05
Grantvest Financial Group LLC
DECREASED
Shares1,889 from 3,821
Change-1,932 (-51%)
Value$236.6K (-$237.9K)
Filed 2026-10-21
Virtue Asset Management LLC
UNCHANGED
Shares1,888 from 1,888
Change0 (0%)
Value$236.5K (+$2.1K)
Filed 2026-10-21
Absolute Capital Management, LLC
DECREASED
Shares1,881 from 1,952
Change-71 (-4%)
Value$235.6K (-$6.7K)
Filed 2026-10-16
Shrier Wealth Management, LLC
UNCHANGED
Shares1,880 from 1,880
Change0 (0%)
Value$235.5K (+$2.0K)
Filed 2026-10-20
Arch Global Advisors, LLC
UNCHANGED
Shares1,876 from 1,876
Change0 (0%)
Value$235.0K (+$2.0K)
Filed 2026-10-23
Finward Bancorp
UNCHANGED
Shares1,872 from 1,872
Change0 (0%)
Value$234.5K (+$2.0K)
Filed 2026-10-14
Trinity Wealth Management, LLC
NEW
Shares1,868
Change+1,868
Value$234.0K
Filed 2026-10-13
Northwest Wealth Advisors, LLC
DECREASED
Shares1,864 from 1,983
Change-119 (-6%)
Value$233.4K (-$12.8K)
Filed 2026-11-02
Colonial River Investments, LLC
DECREASED
Shares1,863 from 1,906
Change-43 (-2%)
Value$233.4K (-$3.3K)
Filed 2026-10-19
Missouri Trust & Investment Co
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$233.0K (+$12.9K)
Filed 2026-11-04
Randolph Co Inc
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$233.0K (+$2.0K)
Filed 2026-10-23
Dmkc Advisory Services, LLC
DECREASED
Shares1,852 from 3,764
Change-1,912 (-51%)
Value$232.0K (-$235.4K)
Filed 2026-11-04
Mitchell Capital Management Co
UNCHANGED
Shares1,852 from 1,852
Change0 (0%)
Value$232.0K (+$2.0K)
Filed 2026-10-29
McHugh Group, LLC
UNCHANGED
Shares1,848 from 1,848
Change0 (0%)
Value$231.5K (+$2.0K)
Filed 2026-10-19
Cutler Investment Counsel LLC
UNCHANGED
Shares1,848 from 1,848
Change0 (0%)
Value$231.5K (+$2.0K)
Filed 2026-10-28
SeaBridge Investment Advisors LLC
NEW
Shares1,840
Change+1,840
Value$230.5K
Filed 2026-11-02
Univest Financial Corp
DECREASED
Shares1,838 from 3,628
Change-1,790 (-49%)
Value$230.2K (-$220.3K)
Filed 2026-11-05
Meridian Financial Advisors, LLC
UNCHANGED
Shares1,832 from 1,832
Change0 (0%)
Value$229.5K (+$2.0K)
Filed 2026-10-14
Keystone Financial Group, Inc.
INCREASED
Shares1,811 from 1,810
Change+1 (+0%)
Value$226.9K (+$2.2K)
Filed 2026-10-13
DecisionMap Wealth Management, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$225.5K (+$2.0K)
Filed 2026-10-29
Horrell Capital Management, Inc.
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$225.5K (+$2.0K)
Filed 2026-10-08
KRM Wealth Management L.L.C.
DECREASED
Shares1,798 from 1,853
Change-55 (-3%)
Value$225.2K (-$4.8K)
Filed 2026-11-02
SevenBridge Financial Group, LLC
UNCHANGED
Shares1,780 from 1,780
Change0 (0%)
Value$217.9K (-$3.9K)
Filed 2026-10-26
Wealthcare Capital Management LLC
UNCHANGED
Shares1,780 from 1,780
Change0 (0%)
Value$223.0K (+$1.9K)
Filed 2026-10-21
Sanchez Gaunt Capital Management, LLC
NEW
Shares1,778
Change+1,778
Value$222.7K
Filed 2026-11-03
DB&C Advisors, LLC
DECREASED
Shares1,771 from 1,817
Change-46 (-3%)
Value$221.8K (-$3.8K)
Filed 2026-10-26
Hopwood Financial Services, Inc.
UNCHANGED
Shares1,768 from 1,768
Change0 (0%)
Value$221.5K (+$1.9K)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
INCREASED
Shares1,765 from 109
Change+1,656 (+1519%)
Value$221.1K (+$207.6K)
Filed 2026-10-20
CapWealth Advisors, LLC
NEW
Shares1,764
Change+1,764
Value$221.0K
Filed 2026-10-05
Provident Investment Management, Inc.
UNCHANGED
Shares1,760 from 1,760
Change0 (0%)
Value$220.5K (+$1.9K)
Filed 2026-10-23
Monument Group Wealth Advisors, LLC
INCREASED
Shares1,759 from 1,682
Change+77 (+5%)
Value$220.4K (+$11.5K)
Filed 2026-10-21
WealthTrust Asset Management, LLC
DECREASED
Shares1,758 from 1,785
Change-27 (-2%)
Value$220.2K (-$1.4K)
Filed 2026-10-22
Monetary Solutions, Ltd
UNCHANGED
Shares1,756 from 1,756
Change0 (0%)
Value$220.0K (+$1.9K)
Filed 2026-10-22
Lineweaver Wealth Advisors, LLC
UNCHANGED
Shares1,756 from 1,756
Change0 (0%)
Value$220.0K (+$1.9K)
Filed 2026-10-13
Garrett Wealth Advisory Group, LLC
NEW
Shares1,752
Change+1,752
Value$219.5K
Filed 2026-10-22
Lewis Asset Management, LLC
UNCHANGED
Shares1,752 from 1,752
Change0 (0%)
Value$219.5K (+$1.9K)
Filed 2026-10-14
Lazari Capital Management, Inc.
INCREASED
Shares1,751 from 1,750
Change+1 (+0%)
Value$219.3K (+$2.0K)
Filed 2026-10-20
Fortem Financial Group, LLC
INCREASED
Shares1,740 from 1,640
Change+100 (+6%)
Value$218.0K (+$14.3K)
Filed 2026-10-20
Asset Advisory Group, Inc.
DECREASED
Shares1,740 from 1,803
Change-63 (-3%)
Value$217.9K (-$6.0K)
Filed 2026-10-20
SYM Financial Corp
INCREASED
Shares1,732 from 1,663
Change+69 (+4%)
Value$217.0K (+$10.5K)
Filed 2026-10-26
Opinicus Capital, Inc.
INCREASED
Shares1,731 from 1,729
Change+2 (+0%)
Value$216.8K (+$2.1K)
Filed 2026-10-28
Welch Group, LLC
DECREASED
Shares1,730 from 2,091
Change-361 (-17%)
Value$216.7K (-$42.9K)
Filed 2026-10-29
Shelton Wealth Management, LLC
UNCHANGED
Shares1,728 from 1,728
Change0 (0%)
Value$216.4K (+$1.9K)
Filed 2026-10-16
Exchange Bank
NEW
Shares1,726
Change+1,726
Value$216.2K
Filed 2026-10-07
3Edge Asset Management, LP
UNCHANGED
Shares1,716 from 1,716
Change0 (0%)
Value$214.9K (+$1.9K)
Filed 2026-10-30
Dominguez Wealth Management Solutions, Inc.
UNCHANGED
Shares1,713 from 1,713
Change0 (0%)
Value$214.6K (+$1.9K)
Filed 2026-10-07
StoneCrest Wealth Management, Inc.
NEW
Shares1,709
Change+1,709
Value$214.1K
Filed 2026-11-03
Ti-Trust, Inc
UNCHANGED
Shares1,708 from 1,708
Change0 (0%)
Value$213.9K (+$1.9K)
Filed 2026-10-21
Plus Group Wealth Advisors LLC
DECREASED
Shares1,702 from 1,719
Change-17 (-1%)
Value$213.2K (-$255)
Filed 2026-10-19
Midwest Heritage Bank, FSB
UNCHANGED
Shares1,702 from 1,702
Change0 (0%)
Value$213.1K (+$1.9K)
Filed 2026-10-26
J. Derek Lewis & Associates Inc.
DECREASED
Shares1,697 from 1,729
Change-32 (-2%)
Value$212.6K (-$2.0K)
Filed 2026-11-03
BCS Wealth Management
DECREASED
Shares1,680 from 4,986
Change-3,306 (-66%)
Value$210.4K (-$408.7K)
Filed 2026-11-03
Mcdaniel Terry & Co
NEW
Shares1,679
Change+1,679
Value$210.3K
Filed 2026-11-05
Third View Private Wealth, LLC
NEW
Shares1,668
Change+1,668
Value$208.9K
Filed 2026-10-30
Mascoma Wealth Management LLC
UNCHANGED
Shares1,668 from 1,668
Change0 (0%)
Value$208.9K (+$1.8K)
Filed 2026-10-23
Huntleigh Advisors, Inc.
INCREASED
Shares1,664 from 1,663
Change+1 (+0%)
Value$208.4K (+$1.9K)
Filed 2026-11-03
Fairscale Capital, LLC
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$195.2K (-$10.9K)
Filed 2026-11-04
Royal Fund Management, LLC
INCREASED
Shares1,656 from 1,655
Change+1 (+0%)
Value$207.4K (+$1.9K)
Filed 2026-10-22
Reflection Asset Management
INCREASED
Shares1,655 from 1,630
Change+25 (+2%)
Value$207.3K (+$4.9K)
Filed 2026-10-28
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$205.4K (+$1.8K)
Filed 2026-10-15
USAdvisors Wealth Management, LLC
INCREASED
Shares1,630 from 1,629
Change+1 (+0%)
Value$204 (-$201.8K)
Filed 2026-10-21
New Capital Management LP
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$202.9K (+$1.8K)
Filed 2026-10-29
Centurion Wealth Management LLC
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$202.9K (+$1.8K)
Filed 2026-10-13
Belvedere Trading LLC
NEW
Shares1,619
Change+1,619
Value$202.8K
Filed 2026-11-05
Roger Wittlin Investment Advisory, LLC
NEW
Shares1,612
Change+1,612
Value$201.9K
Filed 2026-10-19
Mill Capital Management, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$200.4K (+$1.7K)
Filed 2026-10-26
Clean Yield Group
DECREASED
Shares1,572 from 2,072
Change-500 (-24%)
Value$196.9K (-$60.4K)
Filed 2026-10-28
Kennebec Savings Bank
UNCHANGED
Shares1,552 from 1,552
Change0 (0%)
Value$194.4K (+$1.7K)
Filed 2026-10-22
Heritage Family Offices, LLP
DECREASED
Shares1,543 from 1,625
Change-82 (-5%)
Value$193.3K (-$8.5K)
Filed 2026-11-02
Davis Capital Management
DECREASED
Shares1,516 from 2,869
Change-1,353 (-47%)
Value$189.9K (-$166.4K)
Filed 2026-10-08
Holos Integrated Wealth LLC
UNCHANGED
Shares1,501 from 1,501
Change0 (0%)
Value$184.1K (+$1.9K)
Filed 2026-10-23
StrongBox Wealth, LLC
UNCHANGED
Shares1,484 from 1,484
Change0 (0%)
Value$185.9K (+$1.6K)
Filed 2026-11-02
Abound Wealth Management
INCREASED
Shares1,474 from 794
Change+680 (+86%)
Value$184.6K (+$86.0K)
Filed 2026-10-26
Valued Wealth Advisors LLC
INCREASED
Shares1,455 from 104
Change+1,351 (+1299%)
Value$182.3K (+$169.3K)
Filed 2026-11-05
Piscataqua Savings Bank
DECREASED
Shares1,450 from 1,600
Change-150 (-9%)
Value$181.6K (-$17.0K)
Filed 2026-10-21
Viewpoint Capital Management LLC
UNCHANGED
Shares1,448 from 1,448
Change0 (0%)
Value$181.4K (+$1.6K)
Filed 2026-10-27
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,446 from 1,446
Change0 (0%)
Value$181.1K (+$1.6K)
Filed 2026-11-03
American National Bank & Trust
DECREASED
Shares1,438 from 2,292
Change-854 (-37%)
Value$180.1K (-$104.5K)
Filed 2026-10-07
Arjuna Capital
DECREASED
Shares1,436 from 1,722
Change-286 (-17%)
Value$179.8K (-$33.9K)
Filed 2026-11-03
SRH Advisors, LLC
UNCHANGED
Shares1,424 from 1,424
Change0 (0%)
Value$178.4K (+$1.6K)
Filed 2026-10-22
Sima Wealth Partners, LLC
UNCHANGED
Shares1,416 from 1,416
Change0 (0%)
Value$177.4K (+$1.5K)
Filed 2026-10-19
West Branch Capital LLC
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$175.4K (+$1.5K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
DECREASED
Shares1,376 from 1,413
Change-37 (-3%)
Value$172.4K (-$3.1K)
Filed 2026-11-05
Acumen Wealth Advisors, LLC
INCREASED
Shares1,349 from 8
Change+1,341 (+16763%)
Value$169.0K (+$168.0K)
Filed 2026-11-05
Mosley Wealth Management
INCREASED
Shares1,331 from 1,330
Change+1 (+0%)
Value$165.3K (+$170)
Filed 2026-10-16
Sellwood Investment Partners LLC
UNCHANGED
Shares1,312 from 1,312
Change0 (0%)
Value$164.3K (+$1.4K)
Filed 2026-11-03
Peoples Financial Services Corp.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$162.8K (+$1.4K)
Filed 2026-10-20
Morling Financial Advisors, LLC
UNCHANGED
Shares1,228 from 1,228
Change0 (0%)
Value$153.8K (+$1.3K)
Filed 2026-10-28
Milestone Investment Advisors LLC
DECREASED
Shares1,202 from 1,275
Change-73 (-6%)
Value$150.5K (-$7.8K)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$146.8K (+$1.3K)
Filed 2026-10-13
Capital Investment Counsel, Inc
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$137.8K (+$1.2K)
Filed 2026-10-20
High Note Wealth, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$137.8K (+$1.2K)
Filed 2026-10-27
Entrust Financial LLC
DECREASED
Shares1,078 from 1,127
Change-49 (-4%)
Value$135.0K (-$5.0K)
Filed 2026-11-04
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares1,048 from 1,048
Change0 (0%)
Value$131.3K (+$1.1K)
Filed 2026-10-19
POM Investment Strategies, LLC
NEW
Shares1,000
Change+1,000
Value$125.3K
Filed 2026-10-20
Hickory Point Bank & Trust
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$125.3K (+$1.1K)
Filed 2026-10-01
MB, Levis & Associates, LLC
DECREASED
Shares945 from 2,104
Change-1,159 (-55%)
Value$118.3K (-$142.9K)
Filed 2026-10-16
Trifecta Capital Advisors, LLC
UNCHANGED
Shares928 from 928
Change0 (0%)
Value$116.2K (+$1.0K)
Filed 2026-10-21
Hanson & Doremus Investment Management
UNCHANGED
Shares908 from 908
Change0 (0%)
Value$114 (-$112.9K)
Filed 2026-10-16
3Chopt Investment Partners, LLC
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$112.7K (+$981)
Filed 2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$110.2K (+$959)
Filed 2026-10-05
RMG Wealth Management LLC
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$105.7K (-$3.8K)
Filed 2026-10-26
Cherry Tree Wealth Management, LLC
DECREASED
Shares871 from 872
Change-1 (0%)
Value$109.1K (+$825)
Filed 2026-10-15
Advantage Trust Co
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$100.2K (+$872)
Filed 2026-10-19
Winthrop Capital Management, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$100.2K (+$1.2K)
Filed 2026-11-05
Gladwyn Financial Advisors, Inc.
INCREASED
Shares781 from 780
Change+1 (+0%)
Value$97.9K (+$937)
Filed 2026-10-05
Toth Financial Advisory Corp
UNCHANGED
Shares767 from 767
Change0 (0%)
Value$96.1K (+$836)
Filed 2026-10-08
Planning Strategies Inc.
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$95.2K (+$829)
Filed 2026-10-02
Noble Wealth Management PBC
UNCHANGED
Shares752 from 752
Change0 (0%)
Value$94.2K (+$820)
Filed 2026-10-01
Kingdom Financial Group Llc.
INCREASED
Shares731 from 216
Change+515 (+238%)
Value$91.5K (+$64.7K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
DECREASED
Shares724 from 732
Change-8 (-1%)
Value$90.7K (-$205)
Filed 2026-10-13
Versant Capital Management, Inc
UNCHANGED
Shares701 from 701
Change0 (0%)
Value$87.8K (+$764)
Filed 2026-10-02
Albion Financial Group
DECREASED
Shares700 from 2,688
Change-1,988 (-74%)
Value$87.7K (-$246.1K)
Filed 2026-10-21
Richardson Financial Services Inc.
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$86.2K (+$750)
Filed 2026-10-30
Community Financial Services Group, LLC
INCREASED
Shares645 from 568
Change+77 (+14%)
Value$81.1K (+$11.2K)
Filed 2026-10-15
Cornerstone National Bank & Trust Co
INCREASED
Shares623 from 404
Change+219 (+54%)
Value$78.3K (+$28.6K)
Filed 2026-10-20
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$75.2K (+$654)
Filed 2026-10-30
Quaker Wealth Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$75.2K (+$654)
Filed 2026-10-22
Provident Wealth Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$75.2K (+$654)
Filed 2026-10-20
Dorato Capital Management
UNCHANGED
Shares596 from 596
Change0 (0%)
Value$76.7K (+$2.9K)
Filed 2026-10-08
Westside Investment Management, Inc.
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$72.7K (+$632)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
NEW
Shares566
Change+566
Value$70.9K
Filed 2026-11-02
Fairman Group, LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$70.8K (+$663)
Filed 2026-10-26
Team Financial Group, LLC
NEW
Shares553
Change+553
Value$69.3K
Filed 2026-10-30
Burk Holdings LLC
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$69.1K (+$602)
Filed 2026-11-05
Mowery & Schoenfeld Wealth Management, LLC
NEW
Shares522
Change+522
Value$65.4K
Filed 2026-10-28
Kimelman & Baird, LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$65.1K (+$567)
Filed 2026-11-03
Comprehensive Financial Planning, Inc.
DECREASED
Shares512 from 577
Change-65 (-11%)
Value$64.2K (-$7.3K)
Filed 2026-10-27
First Community Trust NA
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$62.6K (+$545)
Filed 2026-10-07
Bear Mountain Capital, Inc.
DECREASED
Shares499 from 504
Change-5 (-1%)
Value$60.6K (-$1.5K)
Filed 2026-11-04
Sharper & Granite LLC
DECREASED
Shares480 from 3,060
Change-2,580 (-84%)
Value$204.7K (-$175.3K)
Filed 2026-11-02
American Capital Advisory, LLC
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$58.1K (+$506)
Filed 2026-10-28
Signature Equity Partners, LLC
DECREASED
Shares447 from 509
Change-62 (-12%)
Value$56.0K (-$7.2K)
Filed 2026-10-29
Sfam, LLC
UNCHANGED
Shares440 from 440
Change0 (0%)
Value$55.1K (+$479)
Filed 2026-11-03
Balance Wealth Partners LLC
NEW
Shares424
Change+424
Value$53.1K
Filed 2026-10-27
Evolution Wealth Management Inc.
DECREASED
Shares424 from 1,014
Change-590 (-58%)
Value$53.1K (-$72.8K)
Filed 2026-10-28
Nvwm, LLC
DECREASED
Shares400 from 7,897
Change-7,497 (-95%)
Value$50.1K (-$930.5K)
Filed 2026-10-14
Main Street Group, LTD
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$50.1K (+$436)
Filed 2026-10-28
Cranbrook Wealth Management, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$50.1K (+$436)
Filed 2026-10-28
Bell Investment Advisors, Inc
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$47.1K (+$410)
Filed 2026-10-29
Hughes Financial Services, LLC
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$44.6K (-$1.1K)
Filed 2026-10-30
Sawyer & Company, Inc
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$45.6K (+$397)
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares336
Change+336
Value$42.1K
Filed 2026-10-19
Piedmont Capital Management, LLC
DECREASED
Shares330 from 660
Change-330 (-50%)
Value$41.3K (-$40.6K)
Filed 2026-10-21
Citizens National Bank Trust Department
DECREASED
Shares300 from 360
Change-60 (-17%)
Value$37.6K (-$7.1K)
Filed 2026-11-04
BankChampaign, National Association
DECREASED
Shares298 from 316
Change-18 (-6%)
Value$37.3K (-$1.9K)
Filed 2026-10-19
Pathway Financial Advisers, LLC
NEW
Shares291
Change+291
Value$36.4K
Filed 2026-10-27
Axiom Investment Management LLC
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$35.6K (+$310)
Filed 2026-11-03
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$34.6K (+$301)
Filed 2026-10-19
Gables Capital Management Inc.
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$34.6K (+$301)
Filed 2026-11-04
Networth Advisors, LLC
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$34.1K (+$327)
Filed 2026-11-03
Byrne Asset Management LLC
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$29.7K (+$368)
Filed 2026-10-06
Gen-Wealth Partners Inc
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$29.6K (+$257)
Filed 2026-11-04
Godsey & Gibb, Inc
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$29.1K (+$253)
Filed 2026-10-14
Hilton Head Capital Partners, LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$28.6K (+$248)
Filed 2026-10-23
Roxbury Financial LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$27.1K (+$235)
Filed 2026-10-01
DecisionPoint Financial, LLC
INCREASED
Shares202 from 138
Change+64 (+46%)
Value$25.4K (+$8.4K)
Filed 2026-10-27
Midwest Capital Advisors, LLC
NEW
Shares200
Change+200
Value$25.1K
Filed 2026-11-04
Chilton Capital Management LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$25.1K (+$230)
Filed 2026-10-28
Armor Investment Advisors, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$25.1K (+$218)
Filed 2026-10-27
DeDora Capital, Inc.
NEW
Shares172
Change+172
Value$21.5K
Filed 2026-10-26
Nemes Rush Group LLC
UNCHANGED
Shares172 from 172
Change0 (0%)
Value$21.6K (+$188)
Filed 2026-11-04
Contravisory Investment Management, Inc.
INCREASED
Shares157 from 16
Change+141 (+881%)
Value$19.7K (+$17.7K)
Filed 2026-10-13
Tower View Wealth Management LLC
DECREASED
Shares151 from 238
Change-87 (-37%)
Value$18.9K (-$10.6K)
Filed 2026-10-23
First Pacific Financial
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$17.6K (+$169)
Filed 2026-10-14
Rydar Equities, Inc.
NEW
Shares138
Change+138
Value$17.7K
Filed 2026-10-13
GK Wealth Management LLC
NEW
Shares130
Change+130
Value$16.3K
Filed 2026-10-09
DiNuzzo Private Wealth, Inc.
NEW
Shares126
Change+126
Value$15.8K
Filed 2026-10-16
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$13.5K (+$118)
Filed 2026-10-16
Downshift Financial, LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$11.5K (+$100)
Filed 2026-10-13
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$10.0K (+$87)
Filed 2026-11-02
Granite Investment Partners, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$10.0K (+$87)
Filed 2026-11-04
Mcdonald Partners LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$10.0K (+$87)
Filed 2026-11-03
Concord Wealth Partners
DECREASED
Shares69 from 110
Change-41 (-37%)
Value$8.6K (-$5.1K)
Filed 2026-11-02
Daytona Street Capital LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$8.7K (+$281)
Filed 2026-10-15
Wagner Wealth Management, LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$8.5K (+$74)
Filed 2026-10-21
Montgomery Financial Services LLC
NEW
Shares55
Change+55
Value$6.9K
Filed 2026-11-03
Bullock Wealth Management Group
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$6.6K (+$141)
Filed 2026-10-09
Elevate Wealth Advisory, Inc
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$6.0K (+$52)
Filed 2026-10-29
Buck Wealth Strategies, LLC
DECREASED
Shares40 from 3,460
Change-3,420 (-99%)
Value$5.0K (-$424.6K)
Filed 2026-10-28
Horizon Financial Services, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$4.5K (+$43)
Filed 2026-11-04
Reap Financial Group, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$4.0K (+$38)
Filed 2026-11-02
1620 Investment Advisors, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$4.0K (+$35)
Filed 2026-11-04
IMG Wealth Management, Inc.
NEW
Shares16
Change+16
Value$2.0K
Filed 2026-10-27
MJT & Associates Financial Advisory Group, Inc.
NEW
Shares12
Change+12
Value$1.5K
Filed 2026-10-07
FinArc Investments, Inc.
NEW
Shares11
Change+11
Value$1.4K
Filed 2026-10-14
Jefferies Financial Group Inc.
CLOSED
Shares0 from 202,579
Change-202,579 (-100%)
Value$0 (-$25.2M)
Filed 2026-11-05
Newport Capital Group, LLC
CLOSED
Shares0 from 153,722
Change-153,722 (-100%)
Value$0 (-$19.1M)
Filed 2026-10-16
FDx Advisors, Inc.
CLOSED
Shares0 from 117,083
Change-117,083 (-100%)
Value$0 (-$14.5M)
Filed 2026-11-05
AMI Asset Management Corp
CLOSED
Shares0 from 75,839
Change-75,839 (-100%)
Value$0 (-$9.4M)
Filed 2026-10-20
Plan Group Financial, LLC
CLOSED
Shares0 from 20,555
Change-20,555 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-22
Avestar Capital, LLC
CLOSED
Shares0 from 16,372
Change-16,372 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-28
Asempa Wealth Advisors
CLOSED
Shares0 from 14,823
Change-14,823 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-07
TBH Global Asset Management, LLC
CLOSED
Shares0 from 10,474
Change-10,474 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
Arbor Capital Management Inc
CLOSED
Shares0 from 7,642
Change-7,642 (-100%)
Value$0 (-$884.9K)
Filed 2026-10-21
Ardent Capital Management, Inc.
CLOSED
Shares0 from 6,040
Change-6,040 (-100%)
Value$0 (-$750.0K)
Filed 2026-10-16
Tenzing Financial LLC
CLOSED
Shares0 from 4,826
Change-4,826 (-100%)
Value$0 (-$593.6K)
Filed 2026-11-03
OAK Ridge Investments LLC
CLOSED
Shares0 from 4,399
Change-4,399 (-100%)
Value$0 (-$546.2K)
Filed 2026-10-30
Calamos Advisors LLC
CLOSED
Shares0 from 3,840
Change-3,840 (-100%)
Value$0 (-$476.8K)
Filed 2026-11-02
Regatta Capital Group, LLC
CLOSED
Shares0 from 3,836
Change-3,836 (-100%)
Value$0 (-$476.3K)
Filed 2026-10-23
Scarborough Advisors, LLC
CLOSED
Shares0 from 3,211
Change-3,211 (-100%)
Value$0 (-$390.5K)
Filed 2026-10-16
Eastover Investment Advisors LLC
CLOSED
Shares0 from 2,608
Change-2,608 (-100%)
Value$0 (-$323.8K)
Filed 2026-10-05
Independence Wealth Advisors, LLC
CLOSED
Shares0 from 2,520
Change-2,520 (-100%)
Value$0 (-$312.9K)
Filed 2026-10-29
Imc-Chicago, LLC
CLOSED
Shares0 from 2,276
Change-2,276 (-100%)
Value$0 (-$282.6K)
Filed 2026-11-05
QTR Family Wealth, LLC
CLOSED
Shares0 from 2,238
Change-2,238 (-100%)
Value$0 (-$277.9K)
Filed 2026-11-02
Torray Investment Partners LLC
CLOSED
Shares0 from 1,972
Change-1,972 (-100%)
Value$0 (-$244.9K)
Filed 2026-10-30
Sound Income Strategies, LLC
CLOSED
Shares0 from 1,911
Change-1,911 (-100%)
Value$0 (-$237.3K)
Filed 2026-10-09
Factor Wealth Management LTD
CLOSED
Shares0 from 1,884
Change-1,884 (-100%)
Value$0 (-$233.9K)
Filed 2026-10-08
Wedgewood Investors Inc
CLOSED
Shares0 from 1,844
Change-1,844 (-100%)
Value$0 (-$229.0K)
Filed 2026-10-28
Kingsbury Capital Investment Advisors LLC
CLOSED
Shares0 from 1,759
Change-1,759 (-100%)
Value$0 (-$218.4K)
Filed 2026-10-20
PDS Planning, Inc
CLOSED
Shares0 from 1,732
Change-1,732 (-100%)
Value$0 (-$215.1K)
Filed 2026-11-03
Wright Wealth LLC
CLOSED
Shares0 from 1,632
Change-1,632 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-29
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,625
Change-1,625 (-100%)
Value$0 (-$201.8K)
Filed 2026-10-27
LifeSteps Financial, Inc.
CLOSED
Shares0 from 1,533
Change-1,533 (-100%)
Value$0 (-$190.3K)
Filed 2026-10-15
Evergreen Private Wealth LLC
CLOSED
Shares0 from 1,252
Change-1,252 (-100%)
Value$0 (-$155.5K)
Filed 2026-10-30
Costello Asset Management, Inc
CLOSED
Shares0 from 1,204
Change-1,204 (-100%)
Value$0 (-$149.5K)
Filed 2026-10-30
Atlatl Advisers LLC
CLOSED
Shares0 from 320
Change-320 (-100%)
Value$0 (-$39.7K)
Filed 2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 296
Change-296 (-100%)
Value$0 (-$36.8K)
Filed 2026-10-14
Y.D. More Investments Ltd
CLOSED
Shares0 from 192
Change-192 (-100%)
Value$0 (-$23.8K)
Filed 2026-11-02
Founders Capital Management
CLOSED
Shares0 from 144
Change-144 (-100%)
Value$0 (-$17.9K)
Filed 2026-10-13
Pacifica Partners Inc.
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-09
Tucker Asset Management LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.7M (+$973.4K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 118,891,881
Change-118,891,881 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 108,374,626
Change-108,374,626 (-100%)
Value—
FMR LLC
N/A
Shares— from 33,169,533
Change-33,169,533 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 27,639,586
Change-27,639,586 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 26,211,737
Change-26,211,737 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 20,963,458
Change-20,963,458 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 19,777,988
Change-19,777,988 (-100%)
Value—
UBS Group AG
N/A
Shares— from 18,729,649
Change-18,729,649 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 17,873,875
Change-17,873,875 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 15,446,900
Change-15,446,900 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 13,587,610
Change-13,587,610 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 12,180,504
Change-12,180,504 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 11,685,451
Change-11,685,451 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 11,588,776
Change-11,588,776 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,480,079
Change-7,480,079 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,240,599
Change-6,240,599 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,003,988
Change-6,003,988 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 5,595,573
Change-5,595,573 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 5,453,892
Change-5,453,892 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,259,237
Change-5,259,237 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,976,224
Change-4,976,224 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 4,628,950
Change-4,628,950 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 4,613,036
Change-4,613,036 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,568,692
Change-4,568,692 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,560,693
Change-4,560,693 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,326,938
Change-4,326,938 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,218,106
Change-4,218,106 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 4,158,007
Change-4,158,007 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,978,899
Change-3,978,899 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,793,807
Change-3,793,807 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 3,661,993
Change-3,661,993 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,418,519
Change-3,418,519 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,115,856
Change-3,115,856 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 2,955,926
Change-2,955,926 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,701,639
Change-2,701,639 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 2,553,192
Change-2,553,192 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 2,376,294
Change-2,376,294 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,115,746
Change-2,115,746 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,984,815
Change-1,984,815 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,958,655
Change-1,958,655 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,934,415
Change-1,934,415 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,925,013
Change-1,925,013 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,809,686
Change-1,809,686 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,805,561
Change-1,805,561 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 1,643,658
Change-1,643,658 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 1,633,498
Change-1,633,498 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,603,274
Change-1,603,274 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,567,936
Change-1,567,936 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 1,502,127
Change-1,502,127 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,460,176
Change-1,460,176 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,393,291
Change-1,393,291 (-100%)
Value—
Hackensack Meridian Health, Inc.
N/A
Shares— from 1,313,600
Change-1,313,600 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 1,272,355
Change-1,272,355 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,267,891
Change-1,267,891 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 1,220,523
Change-1,220,523 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,161,905
Change-1,161,905 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,104,755
Change-1,104,755 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 1,095,395
Change-1,095,395 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,064,094
Change-1,064,094 (-100%)
Value—
Sun Mountain Capital Ltd
N/A
Shares— from 1,061,852
Change-1,061,852 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 1,019,850
Change-1,019,850 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 986,551
Change-986,551 (-100%)
Value—
Blair William & Co
N/A
Shares— from 973,601
Change-973,601 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 921,442
Change-921,442 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 919,428
Change-919,428 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 845,080
Change-845,080 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 839,620
Change-839,620 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 780,204
Change-780,204 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 772,054
Change-772,054 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 762,666
Change-762,666 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 735,866
Change-735,866 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 710,300
Change-710,300 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 708,413
Change-708,413 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 701,822
Change-701,822 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 650,736
Change-650,736 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 626,345
Change-626,345 (-100%)
Value—
Polen Capital Management LLC
N/A
Shares— from 613,639
Change-613,639 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 611,000
Change-611,000 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 577,300
Change-577,300 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 535,565
Change-535,565 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 533,084
Change-533,084 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 530,662
Change-530,662 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 529,454
Change-529,454 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 524,413
Change-524,413 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 505,216
Change-505,216 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 487,084
Change-487,084 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 486,452
Change-486,452 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 480,326
Change-480,326 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 475,532
Change-475,532 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 467,708
Change-467,708 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 465,140
Change-465,140 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 457,245
Change-457,245 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 430,780
Change-430,780 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 379,433
Change-379,433 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 378,795
Change-378,795 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 366,232
Change-366,232 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 362,252
Change-362,252 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 358,431
Change-358,431 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 357,371
Change-357,371 (-100%)
Value—
Newbrook Capital Advisors LP
N/A
Shares— from 339,782
Change-339,782 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 330,408
Change-330,408 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 321,665
Change-321,665 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 320,960
Change-320,960 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 316,475
Change-316,475 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 298,760
Change-298,760 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 298,390
Change-298,390 (-100%)
Value—
Simmons Bank
N/A
Shares— from 296,510
Change-296,510 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 292,185
Change-292,185 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 286,136
Change-286,136 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 285,437
Change-285,437 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 284,924
Change-284,924 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 283,345
Change-283,345 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 278,916
Change-278,916 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 275,194
Change-275,194 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 274,222
Change-274,222 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 269,930
Change-269,930 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 269,824
Change-269,824 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 268,411
Change-268,411 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 265,351
Change-265,351 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 260,027
Change-260,027 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 257,814
Change-257,814 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 253,464
Change-253,464 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 251,725
Change-251,725 (-100%)
Value—
&partners
N/A
Shares— from 246,796
Change-246,796 (-100%)
Value—
Nwam LLC
N/A
Shares— from 246,730
Change-246,730 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 245,766
Change-245,766 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 241,524
Change-241,524 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 230,399
Change-230,399 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 229,436
Change-229,436 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 226,306
Change-226,306 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 225,231
Change-225,231 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 222,999
Change-222,999 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 222,414
Change-222,414 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 222,214
Change-222,214 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 211,164
Change-211,164 (-100%)
Value—
Accretive Wealth Partners, LLC
N/A
Shares— from 207,276
Change-207,276 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 206,612
Change-206,612 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 204,143
Change-204,143 (-100%)
Value—
Winslow Capital Management, LLC
N/A
Shares— from 199,230
Change-199,230 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 199,118
Change-199,118 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 192,949
Change-192,949 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 190,522
Change-190,522 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 189,347
Change-189,347 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 185,645
Change-185,645 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 185,469
Change-185,469 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 185,469
Change-185,469 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 184,576
Change-184,576 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 182,955
Change-182,955 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 180,937
Change-180,937 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 179,545
Change-179,545 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 179,521
Change-179,521 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 174,810
Change-174,810 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 174,101
Change-174,101 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 174,060
Change-174,060 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 174,053
Change-174,053 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 173,170
Change-173,170 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 172,465
Change-172,465 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 172,407
Change-172,407 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 170,128
Change-170,128 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 165,988
Change-165,988 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 165,049
Change-165,049 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 164,899
Change-164,899 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 163,398
Change-163,398 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 162,841
Change-162,841 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 160,871
Change-160,871 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 158,514
Change-158,514 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 158,086
Change-158,086 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 157,598
Change-157,598 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 155,716
Change-155,716 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 153,260
Change-153,260 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 153,044
Change-153,044 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 152,031
Change-152,031 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 152,031
Change-152,031 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 150,503
Change-150,503 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 148,758
Change-148,758 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 148,100
Change-148,100 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 145,281
Change-145,281 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 142,588
Change-142,588 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 141,164
Change-141,164 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 139,940
Change-139,940 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 139,683
Change-139,683 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 139,435
Change-139,435 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 138,518
Change-138,518 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 136,802
Change-136,802 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 135,960
Change-135,960 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 135,763
Change-135,763 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 134,146
Change-134,146 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 133,199
Change-133,199 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 130,115
Change-130,115 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 128,692
Change-128,692 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 123,391
Change-123,391 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 120,216
Change-120,216 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 119,815
Change-119,815 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 118,272
Change-118,272 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 117,458
Change-117,458 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 115,589
Change-115,589 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 113,385
Change-113,385 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 111,495
Change-111,495 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 110,536
Change-110,536 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 110,367
Change-110,367 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 109,967
Change-109,967 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 109,069
Change-109,069 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 108,699
Change-108,699 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 108,642
Change-108,642 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 108,037
Change-108,037 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 106,547
Change-106,547 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 103,844
Change-103,844 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 103,455
Change-103,455 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 103,237
Change-103,237 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 102,975
Change-102,975 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 102,796
Change-102,796 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 98,815
Change-98,815 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 98,443
Change-98,443 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 98,010
Change-98,010 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 97,216
Change-97,216 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 96,128
Change-96,128 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 95,461
Change-95,461 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 94,782
Change-94,782 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 93,932
Change-93,932 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 92,027
Change-92,027 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 91,899
Change-91,899 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 91,316
Change-91,316 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 90,634
Change-90,634 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 89,275
Change-89,275 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 88,087
Change-88,087 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 87,760
Change-87,760 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 87,449
Change-87,449 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 86,659
Change-86,659 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 86,510
Change-86,510 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 86,473
Change-86,473 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 86,316
Change-86,316 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 85,231
Change-85,231 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 85,213
Change-85,213 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 84,704
Change-84,704 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 84,585
Change-84,585 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 84,480
Change-84,480 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 84,313
Change-84,313 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 83,186
Change-83,186 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 82,692
Change-82,692 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 82,068
Change-82,068 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 81,142
Change-81,142 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 80,832
Change-80,832 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 80,797
Change-80,797 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 80,180
Change-80,180 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 79,007
Change-79,007 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 78,298
Change-78,298 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 78,200
Change-78,200 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 78,024
Change-78,024 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 75,845
Change-75,845 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 75,755
Change-75,755 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 75,225
Change-75,225 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 73,812
Change-73,812 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 73,747
Change-73,747 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 73,568
Change-73,568 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 73,190
Change-73,190 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 72,586
Change-72,586 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 72,308
Change-72,308 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 71,396
Change-71,396 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 70,707
Change-70,707 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 69,976
Change-69,976 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 69,840
Change-69,840 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 69,769
Change-69,769 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 69,384
Change-69,384 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 67,648
Change-67,648 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 67,592
Change-67,592 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 67,215
Change-67,215 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 66,640
Change-66,640 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 66,569
Change-66,569 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 66,486
Change-66,486 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 66,000
Change-66,000 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 64,412
Change-64,412 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 64,000
Change-64,000 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 63,410
Change-63,410 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 63,166
Change-63,166 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 62,418
Change-62,418 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 62,140
Change-62,140 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 60,700
Change-60,700 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 59,449
Change-59,449 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 59,356
Change-59,356 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 58,788
Change-58,788 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 58,453
Change-58,453 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 57,800
Change-57,800 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 57,768
Change-57,768 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 57,160
Change-57,160 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 56,840
Change-56,840 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 55,696
Change-55,696 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 55,249
Change-55,249 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 55,031
Change-55,031 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 54,777
Change-54,777 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 54,583
Change-54,583 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 54,374
Change-54,374 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 54,350
Change-54,350 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 53,934
Change-53,934 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 53,094
Change-53,094 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 51,820
Change-51,820 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 50,879
Change-50,879 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 50,685
Change-50,685 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 50,168
Change-50,168 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 49,610
Change-49,610 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 49,534
Change-49,534 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 48,620
Change-48,620 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 48,535
Change-48,535 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 47,932
Change-47,932 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 47,790
Change-47,790 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 47,283
Change-47,283 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 47,235
Change-47,235 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 46,905
Change-46,905 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 45,973
Change-45,973 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 45,880
Change-45,880 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 45,338
Change-45,338 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 44,630
Change-44,630 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 43,792
Change-43,792 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 43,782
Change-43,782 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 43,657
Change-43,657 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 43,463
Change-43,463 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 43,336
Change-43,336 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 43,268
Change-43,268 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 42,397
Change-42,397 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 42,353
Change-42,353 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 42,222
Change-42,222 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 41,871
Change-41,871 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 41,646
Change-41,646 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 40,983
Change-40,983 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 40,623
Change-40,623 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 40,191
Change-40,191 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 39,829
Change-39,829 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 39,682
Change-39,682 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 38,872
Change-38,872 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 38,191
Change-38,191 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 38,084
Change-38,084 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 38,081
Change-38,081 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 37,804
Change-37,804 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 37,798
Change-37,798 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 37,618
Change-37,618 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 36,711
Change-36,711 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 36,092
Change-36,092 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 35,948
Change-35,948 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 35,822
Change-35,822 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 35,566
Change-35,566 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 35,459
Change-35,459 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 35,109
Change-35,109 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 34,983
Change-34,983 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 34,500
Change-34,500 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 34,182
Change-34,182 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 34,120
Change-34,120 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 34,088
Change-34,088 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 34,040
Change-34,040 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 33,944
Change-33,944 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 33,736
Change-33,736 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 33,322
Change-33,322 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 33,284
Change-33,284 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 33,195
Change-33,195 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 33,033
Change-33,033 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 32,870
Change-32,870 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 32,779
Change-32,779 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 32,702
Change-32,702 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 32,560
Change-32,560 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 32,209
Change-32,209 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 32,038
Change-32,038 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 32,001
Change-32,001 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 31,936
Change-31,936 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 31,783
Change-31,783 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 31,507
Change-31,507 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 31,204
Change-31,204 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 31,155
Change-31,155 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 31,096
Change-31,096 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 30,964
Change-30,964 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 30,620
Change-30,620 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 30,470
Change-30,470 (-100%)
Value—
Iconiq Capital, LLC
N/A
Shares— from 30,332
Change-30,332 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 30,268
Change-30,268 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 30,085
Change-30,085 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 29,962
Change-29,962 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 29,678
Change-29,678 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 29,476
Change-29,476 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 29,236
Change-29,236 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 29,042
Change-29,042 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 28,943
Change-28,943 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 28,846
Change-28,846 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 28,597
Change-28,597 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 28,428
Change-28,428 (-100%)
Value—
Q3 Asset Management
N/A
Shares— from 28,262
Change-28,262 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 28,200
Change-28,200 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 27,856
Change-27,856 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 27,747
Change-27,747 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 27,440
Change-27,440 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 27,281
Change-27,281 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 26,212
Change-26,212 (-100%)
Value—
Formulate Financial LLC
N/A
Shares— from 26,141
Change-26,141 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 26,093
Change-26,093 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 25,811
Change-25,811 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 25,661
Change-25,661 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 25,503
Change-25,503 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 24,743
Change-24,743 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 24,730
Change-24,730 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 24,718
Change-24,718 (-100%)
Value—
Betterment LLC
N/A
Shares— from 24,645
Change-24,645 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 24,579
Change-24,579 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 24,456
Change-24,456 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 24,327
Change-24,327 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 24,224
Change-24,224 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 24,137
Change-24,137 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 24,062
Change-24,062 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 23,967
Change-23,967 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 23,840
Change-23,840 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 23,840
Change-23,840 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 23,662
Change-23,662 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 23,170
Change-23,170 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 22,987
Change-22,987 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 22,929
Change-22,929 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 22,914
Change-22,914 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 22,589
Change-22,589 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 22,403
Change-22,403 (-100%)
Value—
Sands Capital Management, LLC
N/A
Shares— from 22,200
Change-22,200 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 21,954
Change-21,954 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 21,642
Change-21,642 (-100%)
Value—
Legacy Trust
N/A
Shares— from 21,501
Change-21,501 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 21,471
Change-21,471 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 21,466
Change-21,466 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 21,402
Change-21,402 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 21,100
Change-21,100 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 20,964
Change-20,964 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 20,541
Change-20,541 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 20,451
Change-20,451 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 20,200
Change-20,200 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 19,929
Change-19,929 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 19,843
Change-19,843 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 19,769
Change-19,769 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 19,539
Change-19,539 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 19,459
Change-19,459 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 19,348
Change-19,348 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 19,277
Change-19,277 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 19,269
Change-19,269 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 19,132
Change-19,132 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 19,048
Change-19,048 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 18,884
Change-18,884 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 18,781
Change-18,781 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 18,716
Change-18,716 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 18,603
Change-18,603 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 18,497
Change-18,497 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 18,463
Change-18,463 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 18,458
Change-18,458 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 18,356
Change-18,356 (-100%)
Value—
Boston Partners
N/A
Shares— from 18,300
Change-18,300 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 18,197
Change-18,197 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 18,125
Change-18,125 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 17,893
Change-17,893 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 17,686
Change-17,686 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 17,672
Change-17,672 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 17,391
Change-17,391 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 17,376
Change-17,376 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 17,232
Change-17,232 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 17,220
Change-17,220 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 17,116
Change-17,116 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 17,087
Change-17,087 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 17,030
Change-17,030 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 16,953
Change-16,953 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 16,806
Change-16,806 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 16,599
Change-16,599 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 16,528
Change-16,528 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 16,499
Change-16,499 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 16,304
Change-16,304 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 16,252
Change-16,252 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 16,139
Change-16,139 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 16,021
Change-16,021 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 15,960
Change-15,960 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 15,591
Change-15,591 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 15,570
Change-15,570 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 15,517
Change-15,517 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 15,493
Change-15,493 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 15,477
Change-15,477 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 15,472
Change-15,472 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 15,340
Change-15,340 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 15,327
Change-15,327 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 15,322
Change-15,322 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 15,308
Change-15,308 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 15,303
Change-15,303 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 15,224
Change-15,224 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 15,201
Change-15,201 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 15,193
Change-15,193 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 15,130
Change-15,130 (-100%)
Value—
EWA, LLC
N/A
Shares— from 15,099
Change-15,099 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 15,091
Change-15,091 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 15,080
Change-15,080 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 15,045
Change-15,045 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 15,006
Change-15,006 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 14,984
Change-14,984 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 14,940
Change-14,940 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 14,877
Change-14,877 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 14,824
Change-14,824 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 14,772
Change-14,772 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 14,718
Change-14,718 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 14,705
Change-14,705 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 14,347
Change-14,347 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 14,100
Change-14,100 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 14,046
Change-14,046 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 14,022
Change-14,022 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 13,984
Change-13,984 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 13,852
Change-13,852 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 13,837
Change-13,837 (-100%)
Value—
American Trust
N/A
Shares— from 13,615
Change-13,615 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 13,607
Change-13,607 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 13,592
Change-13,592 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 13,557
Change-13,557 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 13,338
Change-13,338 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 13,276
Change-13,276 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 13,252
Change-13,252 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 13,216
Change-13,216 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 13,142
Change-13,142 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 13,104
Change-13,104 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 12,962
Change-12,962 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 12,915
Change-12,915 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 12,868
Change-12,868 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 12,819
Change-12,819 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 12,797
Change-12,797 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 12,730
Change-12,730 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 12,655
Change-12,655 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 12,644
Change-12,644 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 12,535
Change-12,535 (-100%)
Value—
Barclays PLC
N/A
Shares— from 12,386
Change-12,386 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 12,370
Change-12,370 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 12,340
Change-12,340 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 12,332
Change-12,332 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 12,284
Change-12,284 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 12,225
Change-12,225 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 12,208
Change-12,208 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 12,172
Change-12,172 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 12,128
Change-12,128 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 12,110
Change-12,110 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 12,084
Change-12,084 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 12,075
Change-12,075 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 11,948
Change-11,948 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 11,948
Change-11,948 (-100%)
Value—
United Bank
N/A
Shares— from 11,904
Change-11,904 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 11,864
Change-11,864 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 11,835
Change-11,835 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 11,812
Change-11,812 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 11,808
Change-11,808 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 11,757
Change-11,757 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 11,728
Change-11,728 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 11,598
Change-11,598 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 11,562
Change-11,562 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 11,540
Change-11,540 (-100%)
Value—
Centennial Bank
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 11,443
Change-11,443 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,371
Change-11,371 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 11,276
Change-11,276 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 11,256
Change-11,256 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 11,234
Change-11,234 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 11,226
Change-11,226 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 11,188
Change-11,188 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 11,154
Change-11,154 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 11,106
Change-11,106 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 11,074
Change-11,074 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 10,980
Change-10,980 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 10,907
Change-10,907 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 10,844
Change-10,844 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 10,806
Change-10,806 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 10,648
Change-10,648 (-100%)
Value—
R.H. Investment Group, LLC
N/A
Shares— from 10,592
Change-10,592 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 10,548
Change-10,548 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 10,544
Change-10,544 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 10,539
Change-10,539 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 10,524
Change-10,524 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 10,494
Change-10,494 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 10,459
Change-10,459 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 10,392
Change-10,392 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 10,376
Change-10,376 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 10,360
Change-10,360 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 10,336
Change-10,336 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 10,328
Change-10,328 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 10,301
Change-10,301 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 10,191
Change-10,191 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 10,176
Change-10,176 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 10,119
Change-10,119 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 10,012
Change-10,012 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 9,953
Change-9,953 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 9,944
Change-9,944 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 9,940
Change-9,940 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 9,850
Change-9,850 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 9,832
Change-9,832 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 9,813
Change-9,813 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 9,784
Change-9,784 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 9,764
Change-9,764 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 9,760
Change-9,760 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 9,703
Change-9,703 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 9,680
Change-9,680 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 9,595
Change-9,595 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 9,510
Change-9,510 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 9,492
Change-9,492 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 9,471
Change-9,471 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 9,440
Change-9,440 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 9,260
Change-9,260 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 9,239
Change-9,239 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 9,173
Change-9,173 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 9,159
Change-9,159 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 9,079
Change-9,079 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 8,911
Change-8,911 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 8,896
Change-8,896 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 8,765
Change-8,765 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 8,684
Change-8,684 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 8,621
Change-8,621 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 8,590
Change-8,590 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 8,513
Change-8,513 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 8,486
Change-8,486 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 8,470
Change-8,470 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 8,463
Change-8,463 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 8,458
Change-8,458 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 8,433
Change-8,433 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 8,373
Change-8,373 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 8,328
Change-8,328 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 8,304
Change-8,304 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 8,283
Change-8,283 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 8,239
Change-8,239 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,213
Change-8,213 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 8,204
Change-8,204 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 8,175
Change-8,175 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 8,168
Change-8,168 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 8,144
Change-8,144 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 8,124
Change-8,124 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 8,064
Change-8,064 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 7,874
Change-7,874 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 7,856
Change-7,856 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 7,834
Change-7,834 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 7,798
Change-7,798 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 7,794
Change-7,794 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 7,728
Change-7,728 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 7,677
Change-7,677 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 7,671
Change-7,671 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 7,663
Change-7,663 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 7,638
Change-7,638 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 7,628
Change-7,628 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 7,586
Change-7,586 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 7,476
Change-7,476 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 7,454
Change-7,454 (-100%)
Value—
Motco
N/A
Shares— from 7,432
Change-7,432 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 7,400
Change-7,400 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 7,332
Change-7,332 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 7,300
Change-7,300 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 7,276
Change-7,276 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 7,151
Change-7,151 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 7,142
Change-7,142 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,108
Change-7,108 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 7,092
Change-7,092 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 6,913
Change-6,913 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 6,883
Change-6,883 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 6,856
Change-6,856 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 6,843
Change-6,843 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 6,832
Change-6,832 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 6,828
Change-6,828 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 6,708
Change-6,708 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,704
Change-6,704 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 6,650
Change-6,650 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 6,562
Change-6,562 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 6,553
Change-6,553 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 6,427
Change-6,427 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 6,280
Change-6,280 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 6,262
Change-6,262 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 6,233
Change-6,233 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 6,232
Change-6,232 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 6,213
Change-6,213 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 6,212
Change-6,212 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 6,212
Change-6,212 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 6,195
Change-6,195 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 6,184
Change-6,184 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 6,136
Change-6,136 (-100%)
Value—
S&CO Inc
N/A
Shares— from 6,126
Change-6,126 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 6,125
Change-6,125 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 6,116
Change-6,116 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 6,056
Change-6,056 (-100%)
Value—
WMS Group LLC
N/A
Shares— from 6,037
Change-6,037 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 5,970
Change-5,970 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 5,876
Change-5,876 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 5,859
Change-5,859 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 5,832
Change-5,832 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 5,818
Change-5,818 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 5,804
Change-5,804 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 5,786
Change-5,786 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 5,676
Change-5,676 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 5,674
Change-5,674 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 5,642
Change-5,642 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 5,634
Change-5,634 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 5,612
Change-5,612 (-100%)
Value—
Summitry LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 5,557
Change-5,557 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 5,540
Change-5,540 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,508
Change-5,508 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 5,492
Change-5,492 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 5,485
Change-5,485 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 5,472
Change-5,472 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 5,398
Change-5,398 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 5,392
Change-5,392 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 5,377
Change-5,377 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 5,376
Change-5,376 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 5,364
Change-5,364 (-100%)
Value—
Point Windward Advisors Inc.
N/A
Shares— from 5,344
Change-5,344 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 5,337
Change-5,337 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,328
Change-5,328 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 5,324
Change-5,324 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 5,268
Change-5,268 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 5,204
Change-5,204 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 5,180
Change-5,180 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 5,134
Change-5,134 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 5,095
Change-5,095 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 5,061
Change-5,061 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 5,040
Change-5,040 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 5,016
Change-5,016 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 5,012
Change-5,012 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 5,012
Change-5,012 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 4,992
Change-4,992 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 4,984
Change-4,984 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 4,969
Change-4,969 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 4,940
Change-4,940 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 4,924
Change-4,924 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 4,903
Change-4,903 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 4,896
Change-4,896 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 4,875
Change-4,875 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 4,867
Change-4,867 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 4,851
Change-4,851 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 4,798
Change-4,798 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 4,796
Change-4,796 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,754
Change-4,754 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 4,740
Change-4,740 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 4,708
Change-4,708 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 4,656
Change-4,656 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 4,624
Change-4,624 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 4,621
Change-4,621 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 4,606
Change-4,606 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 4,588
Change-4,588 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 4,539
Change-4,539 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 4,429
Change-4,429 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 4,372
Change-4,372 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 4,372
Change-4,372 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 4,360
Change-4,360 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 4,354
Change-4,354 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 4,306
Change-4,306 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 4,304
Change-4,304 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 4,268
Change-4,268 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 4,253
Change-4,253 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 4,220
Change-4,220 (-100%)
Value—
FCA Corp
N/A
Shares— from 4,220
Change-4,220 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 4,132
Change-4,132 (-100%)
Value—
Invst, LLC
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 4,028
Change-4,028 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 4,014
Change-4,014 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 4,014
Change-4,014 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 3,976
Change-3,976 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 3,913
Change-3,913 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3,907
Change-3,907 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 3,895
Change-3,895 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 3,792
Change-3,792 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 3,787
Change-3,787 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 3,756
Change-3,756 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 3,689
Change-3,689 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,658
Change-3,658 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 3,655
Change-3,655 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 3,633
Change-3,633 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 3,616
Change-3,616 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 3,612
Change-3,612 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 3,599
Change-3,599 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 3,563
Change-3,563 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 3,552
Change-3,552 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 3,540
Change-3,540 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Silvant Capital Management LLC
N/A
Shares— from 3,486
Change-3,486 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 3,476
Change-3,476 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 3,452
Change-3,452 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 3,444
Change-3,444 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 3,404
Change-3,404 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 3,353
Change-3,353 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 3,332
Change-3,332 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 3,329
Change-3,329 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 3,316
Change-3,316 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 3,308
Change-3,308 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 3,292
Change-3,292 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 3,289
Change-3,289 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 3,284
Change-3,284 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 3,208
Change-3,208 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 3,156
Change-3,156 (-100%)
Value—
DSM Capital Partners LLC
N/A
Shares— from 3,131
Change-3,131 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 3,126
Change-3,126 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Carson Advisory Inc.
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 3,012
Change-3,012 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 3,012
Change-3,012 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 2,976
Change-2,976 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 2,908
Change-2,908 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,890
Change-2,890 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 2,824
Change-2,824 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 2,780
Change-2,780 (-100%)
Value—
Aldebaran Financial Inc.
N/A
Shares— from 2,776
Change-2,776 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 2,680
Change-2,680 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 2,496
Change-2,496 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 2,480
Change-2,480 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 2,440
Change-2,440 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 2,411
Change-2,411 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 2,396
Change-2,396 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 2,392
Change-2,392 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 2,352
Change-2,352 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 2,272
Change-2,272 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,196
Change-2,196 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 2,184
Change-2,184 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 2,164
Change-2,164 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 1,991
Change-1,991 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 1,987
Change-1,987 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 1,902
Change-1,902 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
United Bank
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 1,851
Change-1,851 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 1,792
Change-1,792 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,788
Change-1,788 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 1,759
Change-1,759 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 1,692
Change-1,692 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 1,691
Change-1,691 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 1,682
Change-1,682 (-100%)
Value—
truNorth Financial Services, Inc.
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,660
Change-1,660 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 1,632
Change-1,632 (-100%)
Value—
William Blair Investment Management, LLC
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,541
Change-1,541 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,454
Change-1,454 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,215
Change-1,215 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 1,164
Change-1,164 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,092
Change-1,092 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 988
Change-988 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 984
Change-984 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 960
Change-960 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 928
Change-928 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 924
Change-924 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 924
Change-924 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 884
Change-884 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 820
Change-820 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 780
Change-780 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 768
Change-768 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 712
Change-712 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 670
Change-670 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 570
Change-570 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 568
Change-568 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 558
Change-558 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 536
Change-536 (-100%)
Value—
CNB Bank
N/A
Shares— from 527
Change-527 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 448
Change-448 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 444
Change-444 (-100%)
Value—
Passive Capital Management, Llc.
N/A
Shares— from 433
Change-433 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 352
Change-352 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 332
Change-332 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 320
Change-320 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 314
Change-314 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 312
Change-312 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 308
Change-308 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 240
Change-240 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 224
Change-224 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 224
Change-224 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 205
Change-205 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 196
Change-196 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 192
Change-192 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 192
Change-192 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 157
Change-157 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 132
Change-132 (-100%)
Value—
Collier Financial
N/A
Shares— from 128
Change-128 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 56
Change-56 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 37
Change-37 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
10Elms LLP
N/A
Shares— from 32
Change-32 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 0
Change0
Value—
Status
Truist Financial Corp
DECREASED8,118,8248,224,600-105,776-1%$1.0B$1.0B-$4.3M2026-10-30
Signaturefd, LLC
INCREASED7,381,4007,236,734+144,666+2%$898.6M$924.6M+$26.0M2026-10-23
Commonwealth Equity Services, LLC
DECREASED6,233,4036,714,484-481,081-7%$833.7M$780.8M-$52.9M2026-11-02
Bank of New York Mellon Corp
DECREASED4,712,3794,780,386-68,007-1%$593.6M$590.3M-$3.3M2026-11-05
US Bancorp \de\
DECREASED3,763,5243,833,812-70,288-2%$476.0M$471.4M-$4.6M2026-11-05
Fifth Third Bancorp
DECREASED3,664,1823,781,112-116,930-3%$469.5M$459.0M-$10.5M2026-11-05
Globalt Investments LLC / GA
DECREASED3,567,4463,659,660-92,214-3%$454.4M$446.9M-$7.6M2026-10-27
71 West Capital Partners
INCREASED3,510,3893,504,688+5,701+0%$435.2M$439.7M+$4.5M2026-11-04
OpenArc Corporate Advisory, LLC
INCREASED3,079,9743,004,395+75,579+3%$373.1M$385.8M+$12.7M2026-10-21
Choreo, LLC
INCREASED2,601,7132,534,323+67,390+3%$314.7M$325.9M+$11.2M2026-10-28
Citigroup Inc
DECREASED2,264,8052,285,661-20,856-1%$283.8M$283.7M-$121.1K2026-11-04
Waldron Private Wealth LLC
DECREASED2,144,9192,195,611-50,692-2%$272.6M$268.7M-$4.0M2026-11-02
Creative Planning
DECREASED1,807,9761,869,072-61,096-3%$232.1M$226.5M-$5.6M2026-11-02
Confluence Wealth Services, Inc.
INCREASED1,782,0561,515,232+266,824+18%$188.1M$223.2M+$35.1M2026-11-05
Regions Financial Corp
DECREASED1,781,7411,798,498-16,757-1%$223.3M$223.2M-$138.6K2026-11-05
Stairway Partners, LLC
INCREASED1,581,0441,579,113+1,931+0%$196.1M$198.0M+$2.0M2026-10-02
D.A. Davidson & Co.
INCREASED1,502,9381,490,000+12,938+1%$185.0M$188.3M+$3.2M2026-10-28
Oakworth Capital, Inc.
INCREASED1,477,0231,473,997+3,026+0%$182.4M$185.0M+$2.6M2026-10-26
J.Safra Asset Management Corp
INCREASED1,303,7801,260,693+43,087+3%$156.5M$163.3M+$6.8M2026-11-03
Lido Advisors, LLC
INCREASED1,296,3441,288,697+7,647+1%$160.0M$162.4M+$2.4M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED1,296,2141,248,519+47,695+4%$153.6M$163.4M+$9.8M2026-10-13
Cullen T Bankers, Inc.
DECREASED1,191,8571,288,814-96,957-8%$160.0M$149.3M-$10.7M2026-10-28
Thrivent Financial for Lutherans
INCREASED1,133,626711,692+421,934+59%$88.3M$142.3M+$54.0M2026-11-05
Modera Wealth Management, LLC
DECREASED1,068,8331,078,508-9,675-1%$133.9M$133.9M-$36.3K2026-10-28
Simon Quick Advisors, LLC
DECREASED956,716994,081-37,365-4%$123.4M$119.8M-$3.6M2026-10-26
Kestra Advisory Services, LLC
INCREASED885,067876,866+8,201+1%$108.9M$110.9M+$2.0M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED789,025811,537-22,512-3%$100.8M$98.8K-$100.7M2026-11-02
Stephens Group Asset Management, LLC
INCREASED765,350733,771+31,579+4%$91.1M$95.9M+$4.8M2026-10-09
Cedar Mountain Advisors, LLC
DECREASED757,655771,325-13,670-2%$95.8M$94.9M-$871.5K2026-10-15
First Business Financial Services, Inc.
INCREASED735,798731,884+3,914+1%$90.9M$92.2M+$1.3M2026-10-29
Keybank National Association
DECREASED732,793788,137-55,344-7%$97.9M$91.8M-$6.1M2026-11-04
Mesirow Financial Investment Management, Inc.
INCREASED711,560705,467+6,093+1%$87.6M$89.1M+$1.5M2026-11-05
Americana Partners, LLC
DECREASED681,908697,445-15,537-2%$86.6M$85.4M-$1.2M2026-10-28
Wilmington Savings Fund Society, FSB
INCREASED652,660601,795+50,865+8%$74.7M$81.8M+$7.0M2026-10-23
Oppenheimer & Co Inc
DECREASED570,865658,202-87,337-13%$81.7M$71.5M-$10.2M2026-10-26
MV Capital Management, Inc.
DECREASED563,303596,097-32,794-5%$74.0M$70.6M-$3.5M2026-10-29
Capital Advisors, Ltd. LLC
DECREASED552,865564,947-12,082-2%$70.1K$69.3K-$8972026-10-27
Mission Wealth Management, LP
DECREASED547,889719,313-171,424-24%$89.3M$68.6M-$20.7M2026-10-15
Paulson Wealth Management Inc.
DECREASED546,686559,400-12,714-2%$69.5M$68.5M-$982.7K2026-11-02
Badgley Phelps Wealth Managers, LLC
INCREASED543,805506,793+37,012+7%$62.9M$68.1M+$5.2M2026-10-22
Midwest Trust Co
INCREASED509,024492,300+16,724+3%$61.1M$63.8M+$2.6M2026-10-22
Kestra Private Wealth Services, LLC
INCREASED503,313488,684+14,629+3%$60.7M$63.0M+$2.4M2026-10-30
AMG National Trust Bank
INCREASED502,709502,686+230%$62.4M$63.0M+$550.8K2026-11-05
Bluesphere Advisors LLC
INCREASED497,202491,997+5,205+1%$61.1M$62.3M+$1.2M2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED497,031497,910-8790%$61.8M$62.3M+$432.7K2026-10-08
Cynosure Group, LLC
DECREASED496,585497,234-6490%$61.7M$62.2M+$460.7K2026-11-03
Rodgers & Associates, LTD
DECREASED483,837490,509-6,672-1%$60.9M$60.6M-$301.2K2026-10-20
Go Invest LLC
INCREASED480,978435,281+45,697+11%$54.0M$60.2M+$6.2M2026-10-09
Marquette Asset Management, LLC
DECREASED469,425473,320-3,895-1%$58.8M$58.8M+$28.0K2026-10-09
Proathlete Wealth Management LLC
INCREASED469,060438,767+30,293+7%$54.5M$58.8M+$4.3M2026-10-15
Ascent Wealth Partners, LLC
DECREASED469,019470,096-1,0770%$58.4M$58.7M+$377.5K2026-10-23
HB Wealth Management, LLC
INCREASED461,611433,358+28,253+7%$53.8M$57.8M+$4.0M2026-10-23
Relyea Zuckerberg Hanson LLC
DECREASED459,209462,126-2,917-1%$57.4M$57.5M+$138.4K2026-10-20
15 Wealth Advisors LLC
NEW444,602—+444,602——$55.7M—2026-10-14
Waterway Wealth Management, LLC
DECREASED439,777454,846-15,069-3%$46.1M$44.9M-$1.2M2026-10-28
Nadler Financial Group, Inc.
DECREASED424,727430,029-5,302-1%$53.4M$53.2M-$195.4K2026-10-23
Beirne Wealth Consulting Services, LLC
INCREASED419,706382,370+37,336+10%$47.5M$52.6M+$5.1M2026-10-19
TD Private Client Wealth LLC
INCREASED419,636387,276+32,360+8%$48.1M$52.6M+$4.5M2026-10-28
Parallel Advisors, LLC
INCREASED412,940121,550+291,390+240%$15.1M$51.7M+$36.6M2026-11-03
E&G Advisors, LLC
DECREASED400,992406,122-5,130-1%$50.5M$50.3M-$200.3K2026-10-13
RMR Wealth Builders
DECREASED388,902397,795-8,893-2%$49.4M$48.7M-$680.3K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED383,908348,273+35,635+10%$43.2M$48.1M+$4.8M2026-10-16
Bokf, NA
DECREASED383,419388,327-4,908-1%$48.2M$48.0M-$191.5K2026-10-27
LBJ Family Wealth Advisors, Ltd.
DECREASED374,899376,386-1,4870%$45.9K$47.0K+$1.0K2026-10-01
Accredited Investors Inc.
INCREASED370,336363,802+6,534+2%$45.2M$46.4M+$1.2M2026-11-03
RTD Financial Advisors, Inc.
DECREASED358,785361,227-2,442-1%$44.9M$44.9M+$87.8K2026-10-09
StoneX Group Inc.
INCREASED351,527326,130+25,397+8%$40.5M$44.0M+$3.5M2026-11-03
Woodard & Co Asset Management Group Inc
INCREASED344,755343,894+861+0%$42.7M$43.2M+$482.6K2026-11-03
Corundum Group, Inc.
INCREASED344,169341,716+2,453+1%$42.4M$43.1M+$679.7K2026-10-28
First Horizon Corp
DECREASED333,844337,987-4,143-1%$42.0M$41.8M-$150.5K2026-10-26
Brighton Jones LLC
INCREASED321,880321,419+461+0%$39.9M$40.3M+$408.1K2026-11-03
Avantax Planning Partners, Inc.
DECREASED321,060362,455-41,395-11%$45.0M$40.2M-$4.8M2026-11-03
Claro Advisors Inc.
INCREASED314,732304,531+10,201+3%$37.8M$39.4M+$1.6M2026-11-02
Ryan Investment Management, Inc.
INCREASED313,108309,631+3,477+1%$38.4M$39.2M+$773.0K2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED310,562298,396+12,166+4%$37.1M$38.9M+$1.8M2026-10-16
JFS Wealth Advisors, LLC
INCREASED309,983308,513+1,470+0%$38.3M$38.8M+$520.4K2026-11-03
Bryn Mawr Trust Advisors, LLC
INCREASED308,919265,144+43,775+17%$32.9M$38.7M+$5.8M2026-11-04
VestGen Advisors, LLC
INCREASED305,378303,488+1,890+1%$37.7M$38.3M+$567.6K2026-10-27
Ullmann Wealth Partners Group, LLC
DECREASED302,393304,842-2,449-1%$37.9M$37.9M+$25.5K2026-11-02
Parkside Financial Bank & Trust
INCREASED300,992296,339+4,653+2%$36.8M$37.7M+$905.8K2026-10-27
B&D White Capital Company, LLC
DECREASED297,905312,645-14,740-5%$38.8M$37.3M-$1.5M2026-11-02
Capital Advisors Wealth Management, LLC
DECREASED294,833303,789-8,956-3%$37.7M$36.9M-$790.7K2026-10-09
Fulton Bank, N.A.
DECREASED294,454301,670-7,216-2%$37.5M$36.9M-$575.1K2026-10-14
Montecito Bank & Trust
DECREASED282,104285,911-3,807-1%$35.5M$35.3M-$165.2K2026-10-01
Fort Washington Investment Advisors Inc
DECREASED280,052280,092-400%$34.8M$35.1M+$300.3K2026-10-15
Fifth Third Wealth Advisors LLC
INCREASED278,786273,729+5,057+2%$34.0M$34.9M+$931.8K2026-10-22
XML Financial, LLC
DECREASED277,416281,379-3,963-1%$34.9M$34.7M-$189.7K2026-10-29
Affiance Financial, LLC
INCREASED274,843265,114+9,729+4%$32.9M$34.4M+$1.5M2026-10-15
First Citizens Bank & Trust Co
INCREASED273,099261,369+11,730+4%$32.5M$34.2M+$1.8M2026-10-14
Ascent Group, LLC
DECREASED262,479271,653-9,174-3%$33.7M$32.9M-$853.0K2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED261,188270,163-8,975-3%$33.5M$32.7M-$829.8K2026-11-03
Park Avenue Securities LLC
DECREASED260,586318,476-57,890-18%$39.5M$32.6K-$39.5M2026-10-26
Investment Partners, Ltd.
INCREASED259,242138,513+120,729+87%$17.2M$32.5M+$15.3M2026-10-29
Fifth Third Securities, Inc.
INCREASED256,471229,026+27,445+12%$28.4M$32.1M+$3.7M2026-10-21
PFW Advisors LLC
DECREASED252,751253,707-9560%$31.5M$31.7M+$156.8K2026-10-07
Strategic Point Investment Advisors, LLC
DECREASED251,454400,460-149,006-37%$49.7M$31.5M-$18.2M2026-10-29
CX Institutional
INCREASED244,028236,020+8,008+3%$29.3K$30.6K+$1.3K2026-10-02
Jmac Enterprises LLC
INCREASED240,220238,795+1,425+1%$29.7M$30.1M+$438.8K2026-10-30
Summa Corp.
INCREASED236,46857,588+178,880+311%$7.2M$29.6M+$22.5M2026-10-30
Berkshire Money Management, Inc.
DECREASED235,335237,171-1,836-1%$29.4M$29.5M+$28.6K2026-10-21
Apella Capital, LLC
INCREASED230,108227,749+2,359+1%$27.6M$29.6M+$2.0M2026-10-08
DT Investment Partners, LLC
INCREASED229,211225,276+3,935+2%$28.0M$28.7M+$738.4K2026-10-27
Bison Wealth, LLC
INCREASED223,468212,913+10,555+5%$26.2M$28.4M+$2.2M2026-10-13
Visionary Wealth Advisors
DECREASED218,868218,923-550%$27.2M$27.4M+$231.7K2026-11-04
Caliber Wealth Management, LLC / KS
DECREASED218,620271,447-52,827-19%$33.7M$27.4M-$6.3M2026-11-04
PW Nova Financial Services LLC
INCREASED216,947209,912+7,035+3%$26.1M$27.2M+$1.1M2026-10-15
Vaughan & Co Securities, Inc.
INCREASED216,801212,725+4,076+2%$26.4M$27.2M+$742.4K2026-10-23
Cooksen Wealth, LLC
INCREASED209,548206,474+3,074+1%$25.6M$26.8M+$1.2M2026-10-13
LWM Advisors Inc
DECREASED208,660209,701-1,0410%$26.0M$26.1M+$98.3K2026-10-08
GHP Investment Advisors, Inc.
DECREASED206,895209,755-2,860-1%$26.0M$25.9M-$129.7K2026-10-15
Atticus Wealth Management, LLC
DECREASED204,544204,824-2800%$25.4M$25.6M+$188.2K2026-10-20
Farther Finance Advisors, LLC
DECREASED204,145205,814-1,669-1%$25.6M$25.6M+$20.4K2026-10-08
Advisor OS, LLC
INCREASED202,860184,825+18,035+10%$22.9M$25.4M+$2.5M2026-11-03
Prime Capital Investment Advisors, LLC
DECREASED202,348206,667-4,319-2%$25.7M$25.3M-$315.8K2026-10-20
Kelly Financial Group LLC
INCREASED199,683198,448+1,235+1%$24.6M$25.0M+$370.9K2026-10-16
Highland Capital Management, LLC
DECREASED198,346200,825-2,479-1%$24.9M$24.8M-$91.6K2026-10-26
Sylvest Advisors, LLC
DECREASED197,072206,645-9,573-5%$25.7M$24.7M-$973.9K2026-10-26
Breakwater Capital Group
INCREASED195,640189,130+6,510+3%$23.5M$24.5M+$1.0M2026-10-09
Nestegg Advisors, Inc.
INCREASED194,854187,709+7,145+4%$23.3M$24.4M+$1.1M2026-10-21
McKinley Carter Wealth Services, Inc.
DECREASED192,118197,013-4,895-2%$24.5M$24.1M-$398.4K2026-10-16
Winthrop Advisory Group LLC
DECREASED188,713189,751-1,038-1%$23.6M$23.6M+$76.7K2026-10-22
Compound Planning, Inc.
INCREASED188,531177,468+11,063+6%$22.0M$23.6M+$1.6M2026-11-05
Whitegate Investment Counselors, Inc.
INCREASED185,843185,136+707+0%$23.0M$23.3M+$290.3K2026-11-02
Wetzel Investment Advisors, Inc.
INCREASED185,730183,929+1,801+1%$22.8M$23.3M+$426.1K2026-10-13
Montag A & Associates Inc
DECREASED181,426188,909-7,483-4%$23.5M$22.7M-$731.4K2026-10-29
Flynn Zito Capital Management, LLC
INCREASED181,248181,092+156+0%$22.5M$22.7M+$216.9K2026-11-04
Sunburst Financial Group, LLC
DECREASED177,371177,378-70%$22.0M$22.2M+$192.5K2026-10-09
Mather Group, Llc.
DECREASED175,703178,474-2,771-2%$22.2M$22.0M-$152.6K2026-10-14
Spire Wealth Management
DECREASED174,523183,936-9,413-5%$22.8M$21.9M-$978.6K2026-10-30
Sonata Capital Group Inc
DECREASED169,842170,129-2870%$21.1M$21.3M+$149.5K2026-10-19
Procyon Advisors, LLC
DECREASED169,700195,905-26,205-13%$24.3M$21.3M-$3.1M2026-10-21
Ball & Co Wealth Management Inc.
INCREASED168,740163,335+5,405+3%$20.3M$21.1M+$855.4K2026-11-05
Summit Wealth Group LLC / Co
DECREASED167,672187,162-19,490-10%$23.2M$21.0M-$2.2M2026-10-29
Schneider Downs Wealth Management Advisors, LP
DECREASED165,424166,537-1,113-1%$20.7M$20.7M+$42.1K2026-10-27
Sagespring Wealth Partners, LLC
DECREASED162,100162,101-10%$20.1M$20.3M+$176.6K2026-10-22
Crescent Grove Advisors, LLC
DECREASED161,414162,305-891-1%$20.2M$20.2M+$65.4K2026-10-21
Clear Harbor Asset Management, LLC
DECREASED161,232161,406-1740%$20.0M$20.2M+$154.1K2026-11-05
Curtis Advisory Group, LLC
DECREASED158,741158,913-1720%$19.7M$19.9M+$151.7K2026-10-28
Blodgett Wealth Advisors, LLC
DECREASED157,952169,447-11,495-7%$21.0M$19.8M-$1.3M2026-10-23
Citizens Financial Group Inc
DECREASED153,647155,757-2,110-1%$19.3M$19.2M-$94.5K2026-10-23
Regent Peak Wealth Advisors LLC
INCREASED149,097144,292+4,805+3%$17.9M$18.7M+$759.3K2026-10-13
Stevens Capital Partners
INCREASED143,772138,319+5,453+4%$17.2M$18.0M+$833.8K2026-10-29
West Bancorporation Inc
DECREASED142,682147,096-4,414-3%$18.3M$17.9M-$392.6K2026-10-29
MCF Advisors LLC
DECREASED142,416145,499-3,083-2%$18.1M$17.8M-$227.6K2026-10-28
Pacific Sage Partners, LLC
DECREASED141,434142,005-5710%$17.6M$17.7M+$83.4K2026-10-21
Occidental Asset Management, LLC
DECREASED140,226140,957-731-1%$17.5M$17.6M+$62.0K2026-11-05
Valeo Financial Advisors, LLC
INCREASED138,923138,481+442+0%$17.2M$17.4M+$206.3K2026-10-08
Grove Bank & Trust
DECREASED134,831135,074-2430%$16.8M$16.9M+$116.8K2026-10-08
Atria Investments, Inc
DECREASED133,097214,584-81,487-38%$26.6M$16.7M-$10.0M2026-10-15
Greenspring Advisors, LLC
INCREASED132,66866,875+65,793+98%$8.3M$16.6M+$8.3M2026-11-05
Vise Technologies, Inc.
INCREASED131,680120,302+11,378+9%$14.9M$16.5M+$1.6M2026-10-29
Genesis Private Wealth, LLC
DECREASED126,316127,737-1,421-1%$15.9M$15.8M-$38.9K2026-11-02
NBH Bank
INCREASED126,034125,562+472+0%$15.6M$15.8M+$196.0K2026-11-05
Narwhal Capital Management
DECREASED125,210125,220-100%$15.5M$15.7M+$135.2K2026-11-04
Oppenheimer Asset Management Inc.
DECREASED125,040133,835-8,795-7%$16.6M$15.7M-$955.8K2026-10-27
Prospera Financial Services Inc
INCREASED124,374123,239+1,135+1%$15.3M$14.6M-$675.7K2026-11-04
Krane Financial Solutions LLC
DECREASED122,774125,835-3,061-2%$15.6M$15.4M-$246.3K2026-10-30
American State Bank (Iowa)
INCREASED121,737115,412+6,325+5%$14.3M$15.2M+$918.1K2026-11-03
Stonebridge Financial Group, LLC
DECREASED119,222119,513-2910%$14.8M$14.9M+$93.8K2026-10-01
Finley Financial, LLC
DECREASED117,460118,480-1,020-1%$14.7M$14.8M+$56.6K2026-10-28
Sage Financial Group Inc
DECREASED115,551118,651-3,100-3%$14.7M$14.5M-$259.0K2026-10-27
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED115,341114,888+453+0%$14.3M$14.4M+$181.9K2026-10-14
RFG Advisory, LLC
INCREASED112,815110,571+2,244+2%$13.7M$14.1M+$401.6K2026-11-03
Clientfirst Wealth Management, LLC
DECREASED112,086112,336-2500%$13.9M$14.0M+$91.1K2026-11-04
Sapient Capital LLC
DECREASED111,792112,737-945-1%$14.0M$14.0M+$4.5K2026-10-08
Elevation Point Wealth Partners, LLC
DECREASED108,651120,472-11,821-10%$15.0M$13.6M-$1.3M2026-11-05
Diversify Wealth Management, LLC
INCREASED108,42798,418+10,009+10%$11.5M$13.5M+$1.9M2026-10-20
Diversify Advisory Services, LLC
INCREASED108,42798,418+10,009+10%$11.5M$13.5M+$1.9M2026-10-20
Epiq Partners, LLC
DECREASED108,292108,832-5400%$13.5M$13.6M+$51.0K2026-10-07
Allen Investment Management, LLC
UNCHANGED108,261108,26100%$13.4M$13.6M+$118.0K2026-11-03
Fidelity D & D Bancorp Inc
INCREASED108,111100,625+7,486+7%$12.5M$13.5M+$1.0M2026-11-05
Associated Banc-Corp
DECREASED106,638111,881-5,243-5%$13.9M$13.4M-$534.8K2026-10-30
Matrix Asset Advisors Inc
DECREASED105,814106,505-691-1%$13.2M$13.3M+$29.6K2026-10-13
Connecticut Wealth Management, LLC
DECREASED104,651105,105-4540%$13.1M$13.1M+$57.7K2026-10-13
Blue Trust, Inc.
INCREASED104,47795,399+9,078+10%$11.8M$13.1M+$1.2M2026-10-15
Eukles Asset Management
INCREASED104,194101,889+2,305+2%$12.7M$13.1M+$399.8K2026-11-04
Busey Bank
UNCHANGED104,051104,05100%$12.9M$13.0M+$113.4K2026-10-26
Highland Financial Advisors, LLC
DECREASED104,027104,434-4070%$13.0M$13.0M+$62.9K2026-10-19
Brickley Wealth Management
DECREASED103,413104,921-1,508-1%$13.0M$13.0M-$74.5K2026-11-04
GC Wealth Management RIA, LLC
INCREASED103,12999,550+3,579+4%$12.4M$12.9M+$556.9K2026-11-02
Gilliland Jeter Wealth Management LLC
DECREASED102,743102,804-610%$12.8M$12.9M+$104.4K2026-10-28
Ballast, Inc.
DECREASED101,976120,713-18,737-16%$15.0M$12.8M-$2.2M2026-10-20
OFS Enterprise LLC
INCREASED99,94597,704+2,241+2%$12.1M$12.5M+$387.2K2026-10-16
Pettinga Financial Advisors LLC
DECREASED99,002100,515-1,513-2%$12.5M$12.4M-$79.9K2026-10-13
Arbor Investment Advisors, LLC
INCREASED98,18296,522+1,660+2%$12.0M$12.3M+$313.2K2026-10-26
American Institute for Advanced Investment Management, LLP
DECREASED97,240100,432-3,192-3%$12.5M$12.2M-$290.4K2026-11-03
Conning Inc.
UNCHANGED96,34896,34800%$12.0M$12.1M+$105.0K2026-10-27
NTV Asset Management LLC
INCREASED96,22585,245+10,980+13%$10.6M$12.1M+$1.5M2026-10-23
Global Strategic Investment Solutions, LLC
INCREASED96,15696,140+16+0%$11.9M$12.0M+$106.8K2026-10-16
J.W. Cole Advisors, Inc.
DECREASED96,05996,570-511-1%$12.0M$12.0M+$41.2K2026-11-05
Bay Capital Advisors, LLC
INCREASED95,21590,986+4,229+5%$11.3M$11.9M+$628.9K2026-10-16
ARK & TLK Investments, LLC
UNCHANGED94,65694,65600%$11.8M$11.9M+$103.2K2026-10-20
Sowell Financial Services LLC
DECREASED93,626107,490-13,864-13%$13.3M$11.7M-$1.6M2026-10-23
Venture Visionary Partners LLC
DECREASED93,31594,649-1,334-1%$11.8M$11.7M-$63.9K2026-10-07
FMA Wealth Management, LLC
DECREASED93,27394,136-863-1%$11.7M$11.7M-$5.5K2026-10-21
Equitable Trust Co
DECREASED91,56193,348-1,787-2%$11.6M$11.5M-$122.1K2026-10-13
Perigon Wealth Management, LLC
INCREASED90,54789,995+552+1%$11.2M$11.3M+$167.2K2026-10-22
Nottingham Advisors, Inc.
DECREASED88,91292,648-3,736-4%$11.1M$11.2M+$90.4K2026-10-29
Willis Johnson Wealth, Inc.
INCREASED88,76786,673+2,094+2%$10.8M$11.1M+$356.8K2026-11-03
Heck Capital Advisors, LLC
INCREASED88,48782,271+6,216+8%$10.2M$11.1M+$868.2K2026-10-14
Gerber Kawasaki Wealth & Investment Management
DECREASED88,25589,149-894-1%$11.1M$11.1M-$14.8K2026-10-29
White Lighthouse Investment Management Inc.
INCREASED87,58187,289+292+0%$10.8M$11.0M+$131.6K2026-10-21
Wealthcare Advisory Partners LLC
INCREASED85,64685,081+565+1%$10.6M$10.7M+$163.5K2026-10-21
CFM Wealth Partners LLC
INCREASED83,39873,961+9,437+13%$9.2M$10.4M+$1.3M2026-11-05
Landaas & Co
INCREASED83,25880,619+2,639+3%$10.0M$10.4M+$418.5K2026-10-29
Nova Financial LLC
NEW82,411—+82,411——$10.3M—2026-11-04
SAX Wealth Advisors, LLC
INCREASED82,16119,552+62,609+320%$8.3M$10.3M+$2.0M2026-10-13
Smith & Howard Wealth Management, LLC
INCREASED81,84978,867+2,982+4%$9.8M$10.3M+$459.5K2026-10-27
Frederick Financial Consultants, LLC
INCREASED81,38081,349+31+0%$10.1M$10.2M+$92.5K2026-10-29
St. Louis Trust Co
UNCHANGED80,32880,32800%$11.8M$10.1M-$1.8M2026-11-03
Provenance Wealth Advisors, LLC
INCREASED80,21372,858+7,355+10%$9.0M$10.0M+$1.0M2026-10-30
Ferguson Johnson Wealth Management Inc
INCREASED79,48579,322+163+0%$9.8M$10.0M+$107.3K2026-11-05
Apollon Wealth Management, LLC
INCREASED79,20474,493+4,711+6%$9.2M$9.9M+$671.3K2026-10-23
AlphaCore Capital LLC
INCREASED78,30758,945+19,362+33%$7.3M$9.8M+$2.5M2026-11-04
Northern Lights Advisors, Inc.
DECREASED77,90478,413-509-1%$9.7M$9.8M+$21.8K2026-10-21
Carmel Capital Partners, LLC
NEW77,324—+77,324——$9.7M—2026-11-03
Omni 360 Wealth, Inc.
INCREASED77,05977,021+38+0%$9.6M$9.7M+$88.7K2026-10-13
Cove Private Wealth, LLC
INCREASED76,39166,244+10,147+15%$8.2M$9.6M+$1.3M2026-10-28
Cyndeo Wealth Partners, LLC
DECREASED76,05876,434-3760%$9.5M$9.5M+$36.2K2026-10-16
Patten Group, Inc.
DECREASED75,33183,348-8,017-10%$10.3M$9.4M-$913.3K2026-10-26
Sepio Capital, LP
DECREASED75,12577,965-2,840-4%$9.7M$9.4M-$270.8K2026-10-22
Sovran Advisors, LLC
INCREASED74,96374,753+210+0%$8.7M$9.1M+$371.3K2026-11-02
Gainline Financial Partners, LLC
DECREASED73,80174,202-401-1%$9.2M$9.2M+$30.7K2026-10-15
MGO One Seven LLC
DECREASED73,29873,349-510%$9.1M$9.2M+$73.6K2026-10-28
Rebalance, LLC
INCREASED73,25473,190+64+0%$9.1M$9.2M+$87.8K2026-10-22
Market Street Wealth Management Advisors LLC
DECREASED73,09073,138-480%$9.1M$9.2M+$73.7K2026-10-09
Legacy Advisors, LLC
INCREASED72,41064,044+8,366+13%$8.0M$9.1M+$1.1M2026-10-19
Pinnacle Associates LTD
DECREASED72,25873,522-1,264-2%$9.1M$9.1M-$78.2K2026-10-20
Principal Financial Group Inc
DECREASED72,175166,683-94,508-57%$20.7M$9.0M-$11.7M2026-11-02
Mycio Wealth Partners, LLC
INCREASED71,99871,941+57+0%$8.9M$9.0M+$85.6K2026-11-04
1900 Wealth Management LLC
INCREASED71,55671,253+303+0%$8.8M$9.0M+$115.7K2026-10-13
Friday Financial
INCREASED71,04237,180+33,862+91%$4.5M$8.9M+$4.4M2026-10-09
Aprio Wealth Management, LLC
INCREASED70,55368,502+2,051+3%$8.5M$8.8M+$331.6K2026-10-28
New England Private Wealth Advisors LLC
DECREASED70,11670,542-426-1%$8.3M$8.8M+$477.3K2026-10-19
Altus Wealth Group LLC
DECREASED69,89170,538-647-1%$8.8M$8.8M-$4.2K2026-10-20
Indiana Trust & Investment Management Co
UNCHANGED69,70269,70200%$8.7M$8.7M+$76.0K2026-10-22
Three Bridge Wealth Advisors, LLC
DECREASED69,21870,494-1,276-2%$8.8M$8.7M-$83.0K2026-11-05
McAdam, LLC
INCREASED68,68367,636+1,047+2%$8.4M$8.6M+$204.8K2026-10-21
Central Trust Co
DECREASED66,86769,209-2,342-3%$8.6M$8.4M-$217.9K2026-11-05
Certuity, LLC
INCREASED66,41557,048+9,367+16%$7.1M$8.3M+$1.2M2026-11-02
Sage Mountain Advisors LLC
DECREASED66,18866,240-520%$8.2M$8.3M+$65.7K2026-11-02
Harbour Capital Advisors, LLC
UNCHANGED65,57665,57600%$8.1M$8.2M+$85.9K2026-10-13
NovaPoint Capital, LLC
DECREASED65,24982,960-17,711-21%$10.3M$8.2M-$2.1M2026-10-22
Dixon Fnancial Services, Inc.
UNCHANGED65,14465,14400%$8.1M$8.2M+$71.0K2026-10-23
G2 Capital Management, LLC / OH
INCREASED64,84743,806+21,041+48%$5.4M$8.1M+$2.7M2026-10-23
Garde Capital, Inc.
DECREASED63,73963,908-1690%$7.9M$8.0M+$48.5K2026-10-29
Central Valley Advisors, LLC
DECREASED63,50863,552-440%$7.9M$8.0M+$63.8K2026-10-27
Linscomb Wealth, Inc.
INCREASED62,44760,426+2,021+3%$7.5M$7.8M+$319.0K2026-11-05
Strategic Family Wealth Counselors, L.L.C.
INCREASED62,36661,438+928+2%$7.6M$7.8M+$183.3K2026-10-29
CJM Wealth Advisers, Ltd.
INCREASED62,28155,869+6,412+11%$6.9M$7.8M+$864.1K2026-10-27
EPG Wealth Management LLC
INCREASED62,28062,252+28+0%$7.7M$7.8M+$71.4K2026-11-03
Courier Capital LLC
INCREASED62,24347,931+14,312+30%$6.0M$7.8M+$1.8M2026-10-19
Next Level Private LLC
DECREASED61,30762,887-1,580-3%$7.8M$7.7M-$129.3K2026-10-20
Saxon Interests, Inc.
DECREASED60,93069,965-9,035-13%$8.7M$7.6M-$1.1M2026-10-26
CPC Advisors, LLC
INCREASED60,41746,876+13,541+29%$5.8M$7.6M+$1.7M2026-10-21
Tsfg, LLC
DECREASED60,376493,884-433,508-88%$61.3M$7.6K-$61.3M2026-10-23
Congress Asset Management Co
DECREASED59,239150,039-90,800-61%$18.6M$7.4M-$11.2M2026-10-06
Dhjj Financial Advisors, Ltd.
DECREASED59,18059,210-300%$7.4M$7.4M+$60.8K2026-10-23
Embree Financial Group
INCREASED59,16958,407+762+1%$7.3M$7.4M+$159.1K2026-10-22
Cresta Advisors, Ltd.
DECREASED58,47785,581-27,104-32%$10.6M$7.3M-$3.3M2026-10-14
Harbor Investment Advisory, LLC
DECREASED58,16958,453-2840%$7.3M$7.3M+$28.2K2026-10-13
Old National Bancorp
DECREASED58,04673,014-14,968-20%$9.1M$7.3M-$1.8M2026-10-20
Ashton Thomas Securities, LLC
NEW57,871—+57,871——$7.2M—2026-10-26
Dynamic Financial Group
DECREASED56,89657,144-2480%$7.1M$7.1M+$31.2K2026-10-28
Calamos Wealth Management LLC
INCREASED56,87056,446+424+1%$7.0M$7.1M+$114.6K2026-11-02
Opus Capital Group, LLC
DECREASED56,72156,904-1830%$7.1M$7.1K-$7.1M2026-10-30
City Holding Co
INCREASED56,59556,543+52+0%$7.0M$7.1M+$68.1K2026-10-19
Forvis Mazars Wealth Advisors, LLC
INCREASED56,10456,007+97+0%$7.0M$7.0M+$73.2K2026-10-13
GFG Capital, LLC
INCREASED55,7976,313+49,484+784%$783.8K$7.0M+$6.2M2026-10-16
Old Republic International Corp
NEW55,720—+55,720——$7.0K—2026-10-26
Forum Financial Management, LP
DECREASED55,52056,861-1,341-2%$7.1M$7.0M-$106.1K2026-10-16
Eagle Strategies LLC
DECREASED55,10155,545-444-1%$6.9M$6.9M+$5.0K2026-10-16
Avity Investment Management Inc.
DECREASED54,75757,555-2,798-5%$7.1M$6.9M-$287.7K2026-10-09
Stage Harbor Financial, LLC
INCREASED54,35053,280+1,070+2%$6.6M$6.8M+$192.1K2026-11-03
Adirondack Capital Advisors, LLC
INCREASED53,11545,720+7,395+16%$5.7M$6.7M+$976.2K2026-10-09
Assetmark, Inc
DECREASED52,88756,172-3,285-6%$7.0M$6.6M-$350.3K2026-10-21
Hudson Edge Investment Partners Inc.
UNCHANGED51,56051,56000%$6.4M$6.5M+$56.2K2026-10-28
Xponance LLC
DECREASED51,262104,716-53,454-51%$13.0M$6.4M-$6.6M2026-11-03
Total Clarity Wealth Management, Inc.
DECREASED51,04851,160-1120%$6.4M$6.4M+$41.7K2026-10-26
Simplicity Wealth,LLC
INCREASED51,02546,583+4,442+10%$5.8M$6.4M+$607.2K2026-10-23
Joel Isaacson & Co., LLC
INCREASED50,97450,970+4+0%$6.3M$6.4M+$56.0K2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED50,04851,647-1,599-3%$6.4M$6.3M-$144.0K2026-10-23
Colorado Capital Management, Inc.
INCREASED49,99348,008+1,985+4%$6.0K$6.3K+$3012026-10-15
MTM Investment Management, LLC
DECREASED49,92350,651-728-1%$6.3M$6.3M-$35.9K2026-10-30
Dynamic Advisor Solutions LLC
DECREASED49,87550,246-371-1%$6.2M$6.2M+$8.3K2026-10-13
Gamma Investing LLC
INCREASED49,80847,583+2,225+5%$5.9M$6.2M+$330.6K2026-10-08
Crestwood Advisors Group, LLC
UNCHANGED49,78949,78900%$6.2M$6.2M+$54.3K2026-10-27
Brookstone Capital Management
INCREASED49,75743,115+6,642+15%$5.4M$6.2M+$878.9K2026-10-22
Pinnacle Wealth Planning Services, Inc.
DECREASED49,24150,334-1,093-2%$6.2M$6.2M-$82.0K2026-10-27
Intrua Financial, LLC
DECREASED49,00350,390-1,387-3%$6.3M$6.1M-$118.9K2026-10-28
Highline Wealth Partners LLC
INCREASED48,91835,537+13,381+38%$4.4M$6.1M+$1.7M2026-10-19
Berman McAleer LLC
DECREASED48,68049,100-420-1%$6.1M$6.1M+$9102026-10-16
IFP Advisors, Inc
DECREASED48,57249,480-908-2%$6.1M$6.1M-$59.8K2026-10-16
MidAtlantic Capital Management, Inc.
DECREASED48,34153,392-5,051-9%$6.6M$6.1M-$574.5K2026-11-05
W Advisors, LLC
INCREASED48,33948,176+163+0%$6.0M$6.1M+$72.9K2026-11-02
Cassaday & Co Wealth Management LLC
DECREASED47,95050,701-2,751-5%$6.3M$6.0M-$289.3K2026-10-27
Chicago Partners Investment Group LLC
DECREASED47,57947,876-297-1%$5.7M$5.7M+$13.3K2026-10-27
Cordoba Advisory Partners LLC
DECREASED47,01247,652-640-1%$5.9M$5.9M-$25.9K2026-10-19
Adirondack Trust Co
INCREASED46,84946,168+681+1%$5.7M$5.9M+$135.6K2026-10-14
Foundation Wealth Management, Llc\pa
DECREASED46,31146,971-660-1%$5.8M$5.8M-$31.5K2026-10-14
Cordatus Wealth Management LLC
DECREASED46,05750,460-4,403-9%$6.3M$5.8M-$496.5K2026-10-19
Affinity Capital Advisors, LLC
DECREASED45,70145,932-2310%$5.6M$5.8M+$196.0K2026-10-13
Topel & Distasi Wealth Management, LLC
INCREASED45,35145,130+221+0%$5.6M$5.7M+$76.9K2026-11-05
B. Riley Wealth Advisors, Inc.
DECREASED45,31152,671-7,360-14%$6.4M$5.7M-$749.1K2026-10-13
JSF Financial, LLC
DECREASED44,52245,401-879-2%$5.6M$5.6M-$60.6K2026-10-22
DSG Capital Advisors, LLC
UNCHANGED44,47644,47600%$5.5M$5.6M+$90.3K2026-11-05
Flagstar Securities, Inc
DECREASED44,37550,997-6,622-13%$6.3M$5.6M-$773.9K2026-10-15
Central Pacific Bank - Trust Division
DECREASED43,64843,772-1240%$5.4M$5.5M+$32.2K2026-10-06
SilverOak Wealth Management LLC
INCREASED43,40041,560+1,840+4%$5.2M$5.4M+$275.8K2026-10-29
Cornerstone Wealth Advisors, Inc.
DECREASED43,14143,974-833-2%$5.5M$5.4M-$56.4K2026-10-16
Wedbush Securities Inc
INCREASED42,63540,687+1,948+5%$5.1M$5.3K-$5.0M2026-10-22
McCarthy Asset Management, Inc.
DECREASED42,41542,471-560%$5.3M$5.3M+$39.2K2026-10-20
Lanark Financial, Inc.
DECREASED42,33443,549-1,215-3%$5.4M$5.3M-$104.8K2026-10-26
Krilogy Financial LLC
DECREASED42,32044,883-2,563-6%$5.6M$5.4M-$192.9K2026-10-13
Segment Wealth Management, LLC
UNCHANGED42,13642,13600%$5.2M$5.3M+$45.9K2026-10-26
Foster Dykema Cabot & Partners, LLC
DECREASED42,10442,269-1650%$5.2M$5.3M+$25.4K2026-10-30
Key FInancial Inc
INCREASED41,55040,700+850+2%$5.1M$5.2M+$150.8K2026-11-02
Lebenthal Global Advisors, LLC
DECREASED41,44383,858-42,415-51%$10.4M$5.2M-$5.2M2026-10-28
Verum Partners LLC
DECREASED41,32942,571-1,242-3%$5.3M$5.2M-$109.2K2026-10-21
Wesbanco Bank Inc
DECREASED41,04244,688-3,646-8%$5.5M$5.1M-$408.0K2026-11-04
Sigma Investment Counselors Inc
DECREASED41,00941,693-684-2%$5.2M$5.1M-$40.2K2026-10-27
Atlas Brown,Inc.
DECREASED40,78341,163-380-1%$5.1M$5.1M-$2.8K2026-10-09
Evanson Financial, LLC
INCREASED40,77640,758+18+0%$5.1M$5.1M+$46.7K2026-10-23
Allspring Global Investments Holdings, LLC
DECREASED40,38464,882-24,498-38%$8.0M$5.1M-$2.9M2026-11-04
Avior Wealth Management, LLC
DECREASED40,27642,176-1,900-4%$5.2M$5.0M-$192.0K2026-10-13
CRA Financial Services, LLC
DECREASED39,96140,530-569-1%$5.0M$5.0M-$27.0K2026-10-16
Capital Investment Advisors, LLC
INCREASED39,80537,756+2,049+5%$4.7M$5.0M+$297.9K2026-10-22
Thompson Siegel & Walmsley LLC
UNCHANGED39,68839,68800%$4.9M$5.0M+$43.0K2026-11-05
Enclave Advisors LLC
UNCHANGED39,65239,65200%$4.9M$5.0M+$43.2K2026-10-14
Capital Asset Advisory Services LLC
DECREASED39,60840,308-700-2%$5.0M$4.8M-$248.5K2026-10-30
Ascentis Independent Advisors
NEW39,540—+39,540——$5.0M—2026-11-03
Aaron Wealth Advisors LLC
DECREASED39,51339,718-205-1%$4.9M$4.9M+$17.6K2026-10-13
Nfsg Corp
INCREASED39,43326,935+12,498+46%$3.3M$4.9M+$1.6M2026-10-15
Diversified Portfolios, Inc.
INCREASED39,24539,168+77+0%$4.9M$4.9M+$52.3K2026-11-04
Sigma Planning Corp
DECREASED38,87449,038-10,164-21%$6.1M$4.9M-$1.2M2026-10-23
RFG - Bristol Wealth Advisors, LLC
INCREASED38,7919,247+29,544+320%$1.1M$4.9M+$3.7M2026-10-09
Willner & Heller, LLC
DECREASED38,78339,027-244-1%$4.8M$4.9M+$12.0K2026-10-28
Columbus Macro, LLC
INCREASED38,75037,329+1,421+4%$4.6M$4.9M+$218.8K2026-10-14
Ellis Investment Partners, LLC
DECREASED38,71739,922-1,205-3%$5.0M$4.8M-$107.5K2026-10-21
Private Trust Co NA
INCREASED38,71738,475+242+1%$4.8M$4.8M+$72.3K2026-10-20
Legacy Financial Group, Inc.
DECREASED38,62638,816-1900%$4.8M$4.8M+$18.5K2026-10-21
Etesian Wealth Advisors, Inc.
DECREASED38,56739,756-1,189-3%$4.9M$4.8M-$105.6K2026-10-27
Bouvel Investment Partners, LLC
INCREASED38,33338,295+38+0%$4.8M$4.8M+$46.5K2026-10-13
Atwater Malick LLC
UNCHANGED38,16838,16800%$4.7M$4.8M+$41.6K2026-10-15
Centerpoint Advisory Group
INCREASED38,15438,009+145+0%$4.7M$4.8M+$59.6K2026-10-23
Gryphon Financial Partners LLC
INCREASED38,14436,701+1,443+4%$4.6M$4.8M+$220.8K2026-11-04
Valley Forge Investment Consultants Inc ADV
DECREASED37,98838,153-1650%$4.7M$4.8M+$20.9K2026-11-03
Guidance Point Advisors, LLC
DECREASED37,67437,769-950%$4.7M$4.7M+$28.7K2026-10-15
Independent Financial Group, LLC
INCREASED37,12036,470+650+2%$4.5M$4.6M+$121.2K2026-10-13
Beam Wealth Advisors, Inc.
DECREASED36,58037,918-1,338-4%$4.7M$4.6M-$126.2K2026-11-03
Allstreet Capital Advisors LLC
DECREASED36,52036,929-409-1%$4.6M$4.6M-$10.9K2026-11-04
KMG Fiduciary Partners, LLC
DECREASED36,46236,643-1810%$4.5M$4.6M+$17.3K2026-10-14
jvl associates llc
UNCHANGED36,44836,44800%$4.5M$4.6M+$39.7K2026-10-09
Howland Capital Management LLC
INCREASED36,43636,432+4+0%$4.5M$4.6M+$40.2K2026-10-22
True Link Financial Advisors, LLC
DECREASED36,35837,424-1,066-3%$4.6M$4.6M-$92.7K2026-10-27
Clark & Stuart, Inc
INCREASED36,27036,238+32+0%$4.5M$4.5M+$43.5K2026-10-14
Anchyra Partners LLC
INCREASED36,10933,120+2,989+9%$4.1M$4.5M+$410.5K2026-10-13
Hillcrest Wealth Advisors - NY, LLC
INCREASED36,00035,800+200+1%$4.4M$4.5M+$64.1K2026-10-22
Annex Advisory Services, LLC
INCREASED35,99535,687+308+1%$4.4M$4.5M+$77.5K2026-10-16
Aureum Wealth Management, LLC
DECREASED35,86235,867-50%$4.5M$4.5M+$38.5K2026-10-15
Atlantic Edge Private Wealth Management, LLC
INCREASED35,68435,068+616+2%$4.4M$4.5M+$115.4K2026-10-20
KDK Private Wealth Management, LLC
DECREASED35,51035,727-217-1%$4.4M$4.4M+$11.8K2026-11-03
Retirement Planning Group, LLC
DECREASED35,11135,471-360-1%$4.4M$4.4M-$6.5K2026-10-19
GenWealth Group, Inc.
DECREASED34,74835,423-675-2%$4.4M$4.4M-$45.9K2026-10-16
DeLarme Wealth Management, Inc.
DECREASED34,70434,794-900%$4.3M$4.3M+$26.7K2026-10-30
Nolet Wealth Management, LLC
UNCHANGED34,68834,68800%$4.3M$4.3M+$37.8K2026-10-15
Orser Capital Management, LLC
DECREASED34,67635,001-325-1%$4.3M$4.3M-$2.6K2026-10-13
Axxcess Wealth Management, LLC
DECREASED34,629121,868-87,239-72%$15.1M$4.3M-$10.8M2026-10-21
Koshinski Asset Management, Inc.
INCREASED34,31828,289+6,029+21%$3.5M$4.3M+$786.0K2026-10-29
TD Waterhouse Canada Inc.
INCREASED34,04133,750+291+1%$4.2M$4.3M+$149.8K2026-10-16
Leo Wealth, LLC
NEW33,882—+33,882——$4.2M—2026-10-26
Fiduciary Financial Group, LLC
DECREASED33,41734,574-1,157-3%$4.3M$4.2M-$107.2K2026-10-13
Investmark Advisory Group LLC
INCREASED33,28920,691+12,598+61%$2.6M$4.2M+$1.6M2026-10-27
Vestor Capital, LLC
DECREASED32,978198,804-165,826-83%$11.6K$7.8K-$3.8K2026-11-04
Mechanics Bank Trust Department
INCREASED32,72731,724+1,003+3%$3.9M$4.1M+$160.2K2026-10-13
Independence Bank of Kentucky
DECREASED32,60132,781-180-1%$4.1M$4.1M+$13.2K2026-10-26
Robinson Smith Wealth Advisors LLC
DECREASED32,28032,361-810%$4.0M$4.0M+$25.1K2026-10-22
Capital Investment Advisory Services, LLC
INCREASED32,19331,972+221+1%$4.0M$4.0M+$61.3K2026-10-30
Greenleaf Trust
DECREASED32,11732,344-227-1%$4.0M$4.0M+$6.8K2026-10-29
Sendero Wealth Management, LLC
UNCHANGED31,93631,93600%$4.0M$4.0M+$34.8K2026-10-14
Wealth Dimensions Group, Ltd.
INCREASED31,85628,602+3,254+11%$3.6M$4.0M+$438.8K2026-11-02
GGM Financial LLC
INCREASED31,51028,026+3,484+12%$3.5M$3.9M+$466.9K2026-11-05
Grimes & Co Wealth Management, LLC
INCREASED31,47830,886+592+2%$3.8M$3.9M+$107.9K2026-10-29
Weaver Capital Management LLC
INCREASED31,4307,858+23,572+300%$3.4M$3.9M+$586.4K2026-10-15
Glenview Trust Co
INCREASED31,42229,644+1,778+6%$3.7M$3.9M+$255.0K2026-10-28
Mutual of America Capital Management LLC
INCREASED31,31015,174+16,136+106%$1.9M$3.9M+$2.0M2026-10-23
Argyle Capital Partners, LLC
DECREASED31,26232,103-841-3%$4.0M$3.9M-$70.4K2026-10-23
Towerpoint Wealth, LLC
DECREASED31,24132,264-1,023-3%$4.0M$3.9M-$93.0K2026-10-13
Pachira Investments Inc.
INCREASED31,22631,198+28+0%$3.9M$3.9M+$37.5K2026-10-14
Summit Financial Strategies, Inc.
DECREASED31,08732,107-1,020-3%$4.0M$3.9M-$92.8K2026-10-14
Noble Family Wealth, LLC
DECREASED31,08131,880-799-3%$4.0M$3.9M-$65.3K2026-10-26
Soltis Investment Advisors LLC
INCREASED31,04830,881+167+1%$3.8M$3.9M+$54.6K2026-10-28
Baker Tilly Wealth Management, LLC
INCREASED31,01930,562+457+2%$3.8M$3.9M+$90.6K2026-10-05
Arcadia Wealth Management, LLC
DECREASED30,780106,025-75,245-71%$13.2M$3.9M-$9.3M2026-10-22
Integrity Alliance, Llc.
DECREASED30,75632,190-1,434-4%$4.0M$3.9M-$144.6K2026-10-29
Trust Point Inc.
DECREASED30,58531,231-646-2%$3.9M$3.8M-$46.9K2026-10-27
Glass Jacobson Investment Advisors llc
DECREASED30,25431,104-850-3%$3.9M$3.8M-$72.6K2026-10-26
CIBC Asset Management Inc
INCREASED30,16230,138+24+0%$3.7M$3.8M+$35.9K2026-11-05
AdvisorNet Financial, Inc
DECREASED29,99934,151-4,152-12%$4.2M$3.7M-$512.5K2026-10-15
InvesTrust
DECREASED29,96630,824-858-3%$3.8M$3.8M-$73.9K2026-10-14
Meridian Wealth Management, LLC
DECREASED29,79331,049-1,256-4%$3.9M$3.8M-$123.5K2026-11-05
Texas Bank & Trust Co
INCREASED29,59828,463+1,135+4%$3.5M$3.7M+$173.2K2026-11-04
First National Trust Co
INCREASED29,40827,639+1,769+6%$3.4M$3.7M+$251.7K2026-10-28
Indivisible Partners
DECREASED28,98131,463-2,482-8%$3.9M$3.6M-$276.6K2026-10-26
Certified Advisory Corp
DECREASED28,95729,088-1310%$3.6M$3.6M+$15.3K2026-10-29
Baron Financial Group, LLC
DECREASED28,95229,072-1200%$3.6M$3.6M+$16.7K2026-10-09
Canandaigua National Bank & Trust Co
DECREASED28,89229,240-348-1%$3.6M$3.6M-$11.7K2026-10-07
Elevation Wealth Partners, LLC
INCREASED28,77528,760+15+0%$3.6M$3.6M+$33.1K2026-10-07
First United Bank & Trust
DECREASED28,76028,950-190-1%$3.6M$3.6M+$7.8K2026-10-22
Premier Path Wealth Partners, LLC
DECREASED28,68728,890-203-1%$3.6M$3.6M+$6.1K2026-10-16
Davenport & Co LLC
INCREASED28,66128,198+463+2%$3.5M$3.6M+$88.7K2026-10-14
Middleton & Co Inc
DECREASED28,65328,793-1400%$3.6M$3.6M+$13.8K2026-10-23
Flagship Harbor Advisors, LLC
DECREASED28,61728,717-1000%$3.6M$3.6M+$18.8K2026-10-26
Frank, Rimerman Advisors LLC
UNCHANGED28,56828,56800%$3.5M$3.6M+$31.1K2026-10-16
Klingman & Associates, LLC
DECREASED28,48028,958-478-2%$3.6M$3.6M-$28.3K2026-10-20
Biltmore Family Office, LLC
UNCHANGED28,46428,46400%$3.5M$3.6M+$31.0K2026-11-03
HUB Investment Partners, LLC
DECREASED28,23533,438-5,203-16%$4.2M$3.5M-$615.3K2026-11-03
Family Capital Management, Inc.
DECREASED28,13530,330-2,195-7%$3.8M$3.5M-$241.9K2026-11-03
Element Pointe Advisors, LLC
UNCHANGED27,97227,97200%$3.5M$3.5M+$30.5K2026-10-21
SeaCrest Wealth Management, LLC
INCREASED27,95626,871+1,085+4%$3.3M$3.5M+$165.3K2026-10-21
Towercrest Capital Management
DECREASED27,94528,805-860-3%$3.6M$3.5M-$76.3K2026-10-23
Peddock Capital Advisors, LLC
DECREASED27,88929,969-2,080-7%$3.7M$3.5M-$227.9K2026-10-16
PKS Advisory Services, LLC
UNCHANGED27,78327,78300%$3.4M$3.4M$02026-10-26
Verdence Capital Advisors LLC
INCREASED27,73127,507+224+1%$3.4M$3.5M+$58.0K2026-10-26
Aspiriant, LLC
INCREASED27,67026,435+1,235+5%$3.3M$3.5M+$183.5K2026-10-16
Lee, Kelleher & Klein Wealth Management
DECREASED27,66627,706-400%$3.4M$3.5M+$25.2K2026-10-08
Redhawk Wealth Advisors, Inc.
DECREASED27,64530,483-2,838-9%$3.8M$3.5M-$322.1K2026-10-14
Allegheny Financial Group
INCREASED27,58325,573+2,010+8%$3.2M$3.5M+$279.7K2026-11-05
Cahaba Wealth Management, Inc.
DECREASED27,58128,200-619-2%$3.5M$3.5M-$46.7K2026-10-26
Cullinan Associates Inc
UNCHANGED27,46027,46000%$3.4M$3.4M+$29.9K2026-11-03
Encompass Wealth Advisors, LLC
INCREASED27,37414,534+12,840+88%$1.8M$3.4M+$1.6M2026-10-15
Sharkey, Howes & Javer
INCREASED27,17626,963+213+1%$3.3M$3.4M+$56.1K2026-10-22
Cypress Capital Group
DECREASED26,93727,528-591-2%$3.4M$3.4M-$44.0K2026-11-03
General Partner, Inc.
UNCHANGED26,78426,78400%$3.3M$3.4M+$29.2K2026-10-05
Titleist Asset Management, LLC
INCREASED26,48924,668+1,821+7%$3.1M$3.3M+$255.6K2026-10-08
Beaumont Financial Advisors, LLC
DECREASED26,40226,412-100%$3.3M$3.3M+$27.5K2026-10-22
Forte Asset Management LLC
NEW26,315—+26,315——$3.3M—2026-10-13
Angeles Wealth Management, LLC
INCREASED26,30225,793+509+2%$3.2M$3.3M+$91.9K2026-10-26
MBL Wealth, LLC
DECREASED26,25727,468-1,211-4%$3.4M$3.3M-$121.7K2026-10-22
First National Bank Sioux Falls
INCREASED26,2436,247+19,996+320%$2.9M$3.3M+$355.9K2026-10-13
Maryland Capital Advisors Inc.
UNCHANGED26,11626,11600%$3.2M$3.3M+$28.5K2026-10-15
Oarsman Capital, Inc.
UNCHANGED26,11526,11500%$3.2M$3.3M+$28.5K2026-11-05
Cambridge Advisors Inc.
UNCHANGED26,03626,03600%$3.2M$3.3M+$28.4K2026-10-19
Evergreen Capital Management LLC
INCREASED25,72424,884+840+3%$3.1M$3.2M+$132.3K2026-10-23
Alliance Wealth Management Group
DECREASED25,69226,552-860-3%$3.3M$3.2M-$78.8K2026-10-29
Radnor Capital Management, LLC
DECREASED25,67225,772-1000%$3.2M$3.2M+$15.6K2026-10-23
Trust Co of the South
INCREASED25,39622,240+3,156+14%$2.8M$3.2M+$419.6K2026-10-21
Park National Corp
DECREASED25,02725,178-151-1%$3.1M$3.1M+$8.5K2026-10-05
Moss Adams Wealth Advisors LLC
UNCHANGED24,90024,90000%$3.1M$3.1M+$27.1K2026-10-28
Focus Financial Network, Inc.
DECREASED24,50927,091-2,582-10%$3.4M$3.1M-$293.9K2026-10-14
Welch & Forbes LLC
DECREASED24,48824,588-1000%$3.1M$3.1M+$14.3K2026-11-04
Caldwell Trust Co
INCREASED24,26622,601+1,665+7%$2.8M$3.0M+$233.2K2026-10-30
Partnership Wealth Management, LLC
DECREASED24,23725,647-1,410-5%$3.2M$3.0M-$148.7K2026-10-05
Gibson Capital, LLC
INCREASED24,1647,720+16,444+213%$958.6K$3.0M+$2.1M2026-10-23
Intelligence Driven Advisers, LLC
INCREASED24,00023,461+539+2%$2.9M$3.0M+$93.1K2026-10-09
ALM First Financial Advisors, LLC
UNCHANGED23,98023,98000%$3.0M$3.0M+$26.1K2026-10-13
Parsons Capital Management Inc
INCREASED23,9249,120+14,804+162%$1.1M$3.0M+$1.9M2026-10-28
Brady Martz Wealth Solutions, LLC
DECREASED23,89123,976-850%$3.0M$3.0M+$15.5K2026-11-05
Grant Street Asset Management, Inc.
INCREASED23,60519,691+3,914+20%$2.4M$3.0M+$511.8K2026-10-26
Auour Investments LLC
DECREASED23,53523,815-280-1%$3.0M$2.9M-$9.1K2026-10-28
Moody Lynn Lieberson & Walker, LLC
DECREASED23,49623,656-160-1%$2.9M$2.9M+$5.7K2026-10-14
Goelzer Investment Management, Inc.
DECREASED23,39431,750-8,356-26%$3.9M$2.9M-$1.0M2026-10-16
Accurate Wealth Management, LLC
INCREASED23,21819,369+3,849+20%$2.4M$3.0M+$550.7K2026-10-20
WealthBridge Capital Management, LLC
DECREASED23,07523,863-788-3%$3.0M$2.9M-$72.7K2026-10-16
Obermeyer Wealth Partners
INCREASED23,01922,508+511+2%$2.8M$2.9M+$88.5K2026-10-21
Fortress Financial Group, LLC
INCREASED22,99622,980+16+0%$2.9M$2.9M+$27.0K2026-10-21
Chesley Taft & Associates LLC
DECREASED22,91023,684-774-3%$2.9M$2.9M-$71.1K2026-10-13
Mainstream Capital Management LLC
DECREASED22,80534,265-11,460-33%$4.3M$2.9M-$1.4M2026-10-23
Flywheel Private Wealth LLC
DECREASED22,74022,796-560%$2.8M$2.8M+$17.8K2026-11-02
Balentine LLC
INCREASED22,69722,140+557+3%$2.7M$2.8M+$94.0K2026-11-03
Detalus Advisors, LLC
UNCHANGED22,31122,31100%$2.8M$2.8M+$24.3K2026-10-15
CGN Advisors LLC
DECREASED22,10224,188-2,086-9%$3.0M$2.8M-$234.9K2026-10-21
Moneco Advisors, LLC
DECREASED21,90822,809-901-4%$2.8M$2.7M-$87.9K2026-11-05
Plante Moran Financial Advisors, LLC
INCREASED21,76920,745+1,024+5%$2.6M$2.7M+$150.9K2026-11-04
Blue Bell Private Wealth Management, LLC
INCREASED21,74821,074+674+3%$2.6M$2.7M+$107.4K2026-10-29
James J. Burns & Company, LLC
DECREASED21,73523,557-1,822-8%$2.9M$2.7M-$202.5K2026-10-22
JP Wealth Management, Inc.
UNCHANGED21,60021,60000%$2.7M$2.7M+$23.5K2026-10-07
LEE Danner & Bass Inc
DECREASED21,59621,696-1000%$2.7M$2.7M+$11.1K2026-10-27
Old Mission Investment Co LLC
INCREASED21,44021,426+14+0%$2.7M$2.7M+$25.2K2026-10-22
Almanack Investment Partners, Llc.
DECREASED21,39621,420-240%$2.7M$2.7M+$20.3K2026-11-03
International Assets Investment Management, LLC
DECREASED21,35921,508-149-1%$2.6M$2.7M+$39.6K2026-11-02
Sterling Investment Counsel, LLC
UNCHANGED21,35721,35700%$2.7M$2.7M+$23.3K2026-10-19
Magnus Financial Group LLC
INCREASED21,12721,105+22+0%$2.6M$2.6M+$25.7K2026-10-21
Beacon Advisors Holdings, LLC
DECREASED21,07721,265-188-1%$2.6M$2.6M-$3562026-10-27
Sentinel Advisory Group, LLC
INCREASED20,97920,652+327+2%$2.6M$2.6M+$63.5K2026-10-20
Integrated Capital Management, Inc.
DECREASED20,88521,772-887-4%$2.7M$2.6M-$87.4K2026-10-09
Ferguson Wellman Capital Management, Inc
INCREASED20,86219,660+1,202+6%$2.4M$2.6M+$172.0K2026-10-05
RKL Wealth Management LLC
UNCHANGED20,78020,78000%$2.6M$2.6M+$22.7K2026-10-16
Vaquero Private Wealth, LTD
DECREASED20,75723,144-2,387-10%$2.9M$2.6M-$273.8K2026-10-27
Stackstone Wealth, LLC
NEW20,621—+20,621——$2.6M—2026-10-19
Florida Trust Wealth Management Co
DECREASED20,58120,693-112-1%$2.6M$2.6M+$8.5K2026-11-05
Cannon Financial Strategists, Inc.
INCREASED20,57119,871+700+4%$2.5M$2.6M+$109.3K2026-10-19
Invested Advisors
DECREASED20,54725,091-4,544-18%$3.1M$2.6M-$541.8K2026-10-23
Tassel Capital Management, Inc.
INCREASED20,53320,162+371+2%$2.5M$2.6M+$68.4K2026-10-20
Luts & Greenleigh Group, Inc.
DECREASED20,49920,692-193-1%$2.6M$2.6M-$1.6K2026-11-05
Salomon & Ludwin, LLC
DECREASED20,46720,517-500%$2.5M$2.6M+$39.7K2026-10-29
IFG Advisors, LLC
INCREASED20,36920,359+10+0%$2.5M$2.6M+$23.4K2026-10-15
Tarbox Family Office, Inc.
UNCHANGED20,29820,29800%$2.5M$2.5M+$22.1K2026-10-23
Acropolis Investment Management, LLC
UNCHANGED20,19620,19600%$2.5M$2.5M+$22.0K2026-10-08
Blankinship & Foster, LLC
DECREASED20,17422,318-2,144-10%$2.8M$2.5M-$244.3K2026-10-19
Cornerstone Wealth Group, LLC
DECREASED20,13020,406-276-1%$2.5M$2.5M-$12.3K2026-11-02
LVM Capital Management LTD
UNCHANGED19,90819,90800%$2.5K$2.5M+$2.5M2026-10-20
EverSource Wealth Advisors, LLC
DECREASED19,87520,458-583-3%$2.5M$2.5M-$50.8K2026-11-04
Great Waters Wealth Management
DECREASED19,75520,022-267-1%$2.5M$2.5M-$11.7K2026-10-07
Carnegie Investment Counsel
INCREASED19,64310,727+8,916+83%$1.3M$2.5M+$1.1M2026-10-20
Ritholtz Wealth Management
INCREASED19,54818,292+1,256+7%$2.3M$2.4M+$177.2K2026-11-05
Wealth Analytics Partners, LLC
UNCHANGED19,52219,52200%$2.4M$2.4M+$39.6K2026-10-19
Boyer Financial Services, Inc.
UNCHANGED19,48819,48800%$2.4M$2.4M+$79.9K2026-10-23
Salem Investment Counselors Inc
UNCHANGED19,47619,47600%$2.4M$2.4M+$21.2K2026-10-13
Global Trust Wealth Management LLC
INCREASED19,36419,321+43+0%$2.4M$2.4M+$26.4K2026-10-14
One Day In July LLC
INCREASED19,25717,933+1,324+7%$2.2M$2.4M+$185.4K2026-10-30
Southern Michigan Bank & Trust
DECREASED19,20419,836-632-3%$2.5M$2.4M-$57.5K2026-10-19
Voisard Asset Management Group, Inc.
UNCHANGED19,13619,13600%$2.4M$2.4M+$20.9K2026-10-13
Quadrant Private Wealth Management, LLC
NEW19,038—+19,038——$2.4M—2026-11-04
Turtle Creek Wealth Advisors, LLC
INCREASED18,95818,800+158+1%$2.3M$2.4M+$40.3K2026-10-15
Morton Capital Management LLC
DECREASED18,89419,078-184-1%$2.4M$2.4M-$2.3K2026-10-23
Tranquility Partners, LLC
DECREASED18,78219,794-1,012-5%$2.5M$2.4M-$105.2K2026-10-20
Home Federal Bank of Tennessee
UNCHANGED18,74818,74800%$2.3M$2.3M+$20.4K2026-10-15
Cornerstone Planning Group LLC
DECREASED18,68418,883-199-1%$2.3M$2.4M+$106.6K2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED18,62113,240+5,381+41%$1.6M$2.3M+$688.5K2026-10-27
MMA Asset Management LLC
DECREASED18,57319,032-459-2%$2.4M$2.3M-$36.7K2026-11-02
Northeast Investment Management
DECREASED18,46418,664-200-1%$2.3M$2.3M-$4.7K2026-10-30
Bensler, LLC
DECREASED18,44018,569-129-1%$2.3M$2.3M+$4.1K2026-11-05
Clearwave Capital, LLC
INCREASED18,29218,280+12+0%$2.3M$2.3M+$21.4K2026-10-27
Trilogy Capital Inc.
DECREASED18,16419,673-1,509-8%$2.4M$2.3M-$167.6K2026-10-20
Facet Wealth, Inc.
INCREASED18,06412,744+5,320+42%$1.6M$2.3M+$680.3K2026-11-04
Alamar Capital Management, LLC
DECREASED18,05018,502-452-2%$2.3M$2.3M-$36.4K2026-11-02
TCV Trust & Wealth Management, Inc.
INCREASED17,92417,516+408+2%$2.2M$2.2M+$70.2K2026-10-16
Emprise Bank
UNCHANGED17,88117,88100%$2.2M$2.2M+$19.5K2026-10-07
Monument Capital Management
DECREASED17,87184,048-66,177-79%$10.4M$2.2M-$8.2M2026-10-09
Independent Solutions Wealth Management, LLC
DECREASED17,76123,939-6,178-26%$3.0M$2.2M-$747.8K2026-10-28
Asset Dedication, LLC
INCREASED17,75317,077+676+4%$2.1M$2.2M+$103.3K2026-11-03
Rossmore Private Capital
UNCHANGED17,68417,68400%$2.2M$2.2M+$19.3K2026-10-27
Blueline Advisors LLC
DECREASED17,59919,262-1,663-9%$2.4M$2.2M-$187.3K2026-10-15
Insight Inv LLC
DECREASED17,59017,790-200-1%$2.2M$2.2M-$5.7K2026-10-27
Columbia Bank
INCREASED17,54616,538+1,008+6%$2.1M$2.2M+$144.3K2026-10-29
HMS Capital Management, LLC
UNCHANGED17,48417,48400%$2.2M$2.2M+$19.1K2026-10-20
Valley National Advisers Inc
UNCHANGED17,39617,39600%$2.2M$2.2M+$19.0K2026-10-23
Curated Wealth Partners LLC
DECREASED17,31017,572-262-1%$2.2M$2.2M-$13.7K2026-10-15
Rockland Trust Co
DECREASED17,27417,920-646-4%$2.2M$2.2M-$61.4K2026-10-05
Cooper Financial Group
INCREASED17,16617,051+115+1%$2.1M$2.2M+$33.0K2026-10-07
Financial Perspectives, Inc
INCREASED17,09316,577+516+3%$2.1M$2.1M+$82.7K2026-11-03
Roman Butler Fullerton & Co
DECREASED17,01917,026-70%$2.1M$2.1M+$16.5K2026-10-27
Burke & Herbert Bank & Trust Co
INCREASED16,98815,948+1,040+7%$2.0M$2.1M+$147.7K2026-11-02
Sage Capital Management, LLC
DECREASED16,97517,360-385-2%$2.2M$2.1M-$29.2K2026-10-20
Allodium Investment Consultants, LLC
UNCHANGED16,94416,94400%$2.1M$2.1M+$18.5K2026-10-14
Verus Capital Partners, LLC
INCREASED16,92416,202+722+4%$2.0M$2.1M+$108.1K2026-11-03
Archer Investment Corp
DECREASED16,83519,468-2,633-14%$2.4M$2.1M-$308.6K2026-11-05
Evermay Wealth Management LLC
UNCHANGED16,82416,82400%$2.1M$2.1M+$18.3K2026-11-05
ZWJ Investment Counsel Inc
UNCHANGED16,81216,81200%$2.1M$2.1M+$18.3K2026-10-15
Cornerstone Wealth Management, LLC
DECREASED16,73825,738-9,000-35%$3.2M$2.1M-$1.1M2026-11-04
Raab & Moskowitz Asset Management LLC
UNCHANGED16,58816,58800%$2.1M$2.1M+$18.1K2026-11-02
S.A. Mason LLC
INCREASED16,47916,464+15+0%$2.0M$2.1M+$19.8K2026-10-13
Brown, Lisle Ings, Inc.
INCREASED16,36616,324+42+0%$2.0M$2.1M+$23.1K2026-10-16
Essex Bank
DECREASED16,32616,620-294-2%$2.1M$2.0M-$18.7K2026-10-16
Beacon Financial Advisory LLC
DECREASED16,22416,362-138-1%$2.0M$2.0M+$6232026-10-16
Brown Financial Advisory
DECREASED16,21816,563-345-2%$2.1M$2.0M-$25.2K2026-11-05
4Thought Financial Group Inc.
INCREASED16,1734,486+11,687+261%$557.1K$2.0M+$1.5M2026-11-02
Resonant Capital Advisors, LLC
DECREASED16,01116,261-250-2%$2.0M$2.0M-$13.6K2026-10-15
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED15,98216,747-765-5%$2.1M$2.0M-$77.6K2026-10-23
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED15,93115,93100%$2.0M$2.0M+$17.4K2026-10-30
BIP Wealth, LLC
DECREASED15,92118,776-2,855-15%$2.3M$2.0M-$337.1K2026-10-22
McCarley & Cook Financial Planners
DECREASED15,89016,460-570-3%$2.0M$2.0M-$53.5K2026-10-21
Burns J W & Co Inc
DECREASED15,80816,008-200-1%$2.0M$2.0M-$7.6K2026-10-20
Willow Creek Wealth Management Inc.
DECREASED15,79015,813-230%$2.0M$2.0M+$14.4K2026-10-26
Beacon Financial Group
DECREASED15,77316,518-745-5%$2.1M$2.0M-$75.3K2026-10-19
Able Wealth Management LLC
DECREASED15,75916,202-443-3%$2.0M$2.0M+$10.9K2026-10-13
Revolve Wealth Partners, LLC
DECREASED15,74616,029-283-2%$2.0M$2.0M-$18.0K2026-10-23
1834 Investment Advisors Co
DECREASED15,74216,055-313-2%$2.0M$2.0M-$21.7K2026-10-16
Advus Financial Partners, LLC
INCREASED15,73513,009+2,726+21%$1.6M$2.0M+$355.7K2026-10-20
Zenith Solutions, Inc.
DECREASED15,68216,128-446-3%$2.0M$2.0M-$38.3K2026-10-19
Hoese & Co LLP
UNCHANGED15,63215,63200%$1.9M$2.0M+$17.0K2026-10-21
Traphagen Investment Advisors LLC
INCREASED15,61214,966+646+4%$1.9M$2.0M+$97.2K2026-10-14
Palisade Asset Management, LLC
DECREASED15,58220,716-5,134-25%$2.6M$2.0M-$620.6K2026-11-03
Midland Wealth Advisors, LLC
INCREASED15,57814,984+594+4%$1.9M$2.0M+$90.7K2026-10-26
First Hawaiian Bank
UNCHANGED15,54815,54800%$1.9M$1.9M+$16.9K2026-10-14
Orgel Wealth Management, LLC
INCREASED15,46514,882+583+4%$1.8M$1.9M+$89.2K2026-10-14
Sheets Smith Wealth Management
DECREASED15,27215,357-85-1%$1.9M$1.9M+$6.1K2026-10-16
Hicks Capital Management LLC
UNCHANGED15,25615,25600%$1.9M$1.9M$02026-10-20
Decision Investments, Inc
UNCHANGED15,22015,22000%$1.9M$1.9M+$16.6K2026-10-07
Sanchez Wealth Management Group
DECREASED15,195351,287-336,092-96%$43.6M$1.9M-$41.7M2026-11-02
BlueChip Wealth Advisors LLC
UNCHANGED15,19515,19500%$1.9M$1.9M+$16.6K2026-11-03
Trademark Financial Management, LLC
DECREASED15,07320,345-5,272-26%$2.5M$1.9M-$638.2K2026-10-23
Edgemoor Investment Advisors, Inc.
UNCHANGED15,04815,04800%$1.9M$1.9M+$16.4K2026-11-03
Legacy Capital Wealth Partners, LLC
INCREASED15,01115,006+5+0%$1.9M$1.9M+$17.0K2026-10-21
Ironwood Financial, llc
DECREASED14,96015,130-170-1%$1.8M$1.9M+$34.2K2026-10-20
CWA Asset Management Group, LLC
DECREASED14,93515,508-573-4%$1.9M$1.9M-$54.9K2026-10-19
Maseco LLP
INCREASED14,88113,078+1,803+14%$1.6M$1.9M+$240.4K2026-10-27
WealthPlan Investment Management, LLC
INCREASED14,87714,854+23+0%$1.8M$1.9M+$19.0K2026-10-15
Davidson Trust Co
INCREASED14,81414,717+97+1%$1.8M$1.9M+$28.3K2026-10-09
Sincerus Advisory, LLC
INCREASED14,79114,299+492+3%$1.8M$1.9M+$77.2K2026-10-09
October Effect Ltd
DECREASED14,78415,471-687-4%$1.9M$1.9M-$69.2K2026-10-20
Amplius Wealth Advisors, LLC
INCREASED14,74513,977+768+5%$1.7M$1.8M+$111.4K2026-10-20
Tactive Advisors, LLC
DECREASED14,59315,595-1,002-6%$1.9M$1.8M-$108.5K2026-10-08
Laurel Wealth Advisors LLC
UNCHANGED14,58014,58000%$1.8M$1.8M+$15.9K2026-10-27
Archford Capital Strategies, LLC
UNCHANGED14,50814,50800%$1.8M$1.8M+$15.8K2026-10-19
Montis Financial, LLC
UNCHANGED14,49114,49100%$1.8M$1.8M+$15.8K2026-11-04
Autumn Glory Partners, LLC
DECREASED14,48914,549-600%$1.8M$1.8M+$8.3K2026-10-26
Selective Wealth Management, Inc.
UNCHANGED14,41414,41400%$1.7M$1.8M+$70.1K2026-10-16
Carret Asset Management, LLC
UNCHANGED14,40414,40400%$1.8M$1.8M+$15.7K2026-11-04
Watershed Private Wealth LLC
DECREASED14,40014,497-97-1%$1.8M$1.8M+$3.7K2026-10-30
Advisory Resource Group
INCREASED14,27114,130+141+1%$1.8M$1.8M+$33.1K2026-10-26
AAF Wealth Management, LLC
DECREASED14,21514,598-383-3%$1.8M$1.8M-$32.2K2026-10-28
Secure Asset Management, LLC
DECREASED14,12517,317-3,192-18%$2.2M$1.8M-$381.0K2026-10-19
Financial Management Network Inc
DECREASED14,06214,102-400%$1.7M$1.8M+$103.4K2026-10-09
Veracity Capital LLC
DECREASED14,03614,629-593-4%$1.8M$1.8M-$58.4K2026-10-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED13,93813,461+477+4%$1.7M$1.7M+$74.5K2026-10-14
Walkner Condon Financial Advisors LLC
DECREASED13,90913,976-670%$1.7M$1.7M+$6.8K2026-11-02
KCM Investment Advisors LLC
DECREASED13,87214,092-220-2%$1.7M$1.7M-$12.2K2026-10-27
Townsend Asset Management Corp
DECREASED13,75613,925-169-1%$1.7M$1.7M-$6.0K2026-10-29
True North Advisors, LLC
INCREASED13,60812,608+1,000+8%$1.6M$1.7M+$139.0K2026-10-22
GW Henssler & Associates LTD
INCREASED13,59212,492+1,100+9%$1.6M$1.7M+$151.4K2026-10-26
Wedmont Private Capital
INCREASED13,59111,215+2,376+21%$1.4M$1.7M+$337.4K2026-10-09
Manchester Capital Management LLC
DECREASED13,55413,556-20%$1.7M$1.7M+$14.5K2026-10-22
Golden State Wealth Management, LLC
DECREASED13,52313,856-333-2%$1.7M$1.7M-$26.6K2026-11-02
Cardinal Point Capital Management ULC
UNCHANGED13,48713,48700%$1.7M$1.7M+$14.8K2026-10-21
Aspen Wealth Management LLC
INCREASED13,41913,410+9+0%$1.7M$1.7M+$15.8K2026-10-14
Kanawha Capital Management LLC
INCREASED13,38913,337+52+0%$1.7M$1.7M+$21.1K2026-10-19
Bayban
UNCHANGED13,32013,32000%$1.7M$1.7M$02026-11-05
Cambridge Financial Group, LLC
UNCHANGED13,29713,29700%$1.7M$1.7M$02026-10-06
PFG Advisors
DECREASED13,14113,253-112-1%$1.6M$1.6M+$4162026-10-16
Breachway Investments LLC
DECREASED13,12813,168-400%$1.6M$1.6M+$9.3K2026-10-19
Benchmark Financial Wealth Advisors, LLC
INCREASED13,00713,004+3+0%$1.6M$1.6M+$14.5K2026-10-20
Greatmark Investment Partners, Inc.
UNCHANGED12,96812,96800%$1.6M$1.6M+$14.1K2026-10-28
Founders Financial Securities LLC
INCREASED12,92412,831+93+1%$1.6M$1.6M+$25.7K2026-10-28
Appleton Partners Inc
DECREASED12,84813,009-161-1%$1.6M$1.6K-$1.6M2026-10-30
Peck Wealth Management, LLC
DECREASED12,82112,917-96-1%$1.6M$1.6M+$2.1K2026-10-29
Quadrant Capital Group LLC
UNCHANGED12,73212,73200%$1.6M$1.6M+$37.6K2026-10-20
Parisi Gray Wealth Management
DECREASED12,65112,888-237-2%$1.6M$1.6M-$15.7K2026-10-16
Chicago Capital, LLC
INCREASED12,59912,254+345+3%$1.5M$1.6M+$56.6K2026-10-13
Boyum Wealth Architects LLC
DECREASED12,54612,726-180-1%$1.5M$1.6M+$46.9K2026-10-06
Bailard, Inc.
INCREASED12,51812,418+100+1%$1.5M$1.6M+$26.1K2026-10-13
Daymark Wealth Partners, LLC
INCREASED12,51012,502+8+0%$1.6M$1.6M+$14.6K2026-11-04
J. Safra Sarasin Holding AG
UNCHANGED12,50812,50800%$1.5M$1.6M+$41.5K2026-10-26
Realta Investment Advisors
DECREASED12,49212,754-262-2%$1.6M$1.6M-$18.9K2026-10-14
Verus Wealth Management, LLC
UNCHANGED12,48812,48800%$1.6M$1.6M+$13.6K2026-10-13
Capital Investment Counsel, LLC
UNCHANGED12,45712,45700%$1.5M$1.6M+$13.6K2026-10-14
Plancorp, LLC
INCREASED12,43711,144+1,293+12%$1.4M$1.5M+$107.7K2026-11-03
Gallacher Capital Management LLC
DECREASED12,38212,722-340-3%$1.6M$1.6M-$28.7K2026-10-30
Smithbridge Asset Management Inc
DECREASED12,31212,323-110%$1.5M$1.5M+$12.1K2026-10-19
Financial Partners Group, Inc
DECREASED12,30612,337-310%$1.5M$1.5M+$9.5K2026-10-19
Arista Wealth Management, LLC
UNCHANGED12,30412,30400%$1.5M$1.5M+$13.4K2026-10-29
LS Investment Advisors, LLC
UNCHANGED12,20412,20400%$1.5M$1.5M+$13.3K2026-10-13
Code Waechter LLC
UNCHANGED12,16012,16000%$1.5M$1.5M+$13.3K2026-10-23
Mattern Capital Management, LLC
DECREASED12,09012,501-411-3%$1.6M$1.5M-$37.9K2026-11-02
Symphony Financial, Ltd. Co.
INCREASED12,06511,440+625+5%$1.4M$1.5M+$121.5K2026-10-22
Atala Financial Inc
UNCHANGED11,90011,90000%$1.5M$1.5M+$13.0K2026-10-22
Balboa Wealth Partners
INCREASED11,87611,768+108+1%$1.5M$1.5M+$26.4K2026-10-20
Chapin Davis, Inc.
DECREASED11,82111,925-104-1%$1.5M$1.5M+$232026-10-09
Partners Wealth Management, LLC
NEW11,815—+11,815——$1.5M—2026-10-28
Jacobi Capital Management LLC
DECREASED11,80013,046-1,246-10%$1.6M$1.5M-$141.9K2026-11-05
Principle Wealth Partners LLC
UNCHANGED11,75611,75600%$1.5M$1.5M+$12.8K2026-11-02
Strategic Blueprint, LLC
INCREASED11,69211,471+221+2%$1.4M$1.5M+$40.3K2026-10-22
Steph & Co
INCREASED11,62011,484+136+1%$1.4M$1.5M+$29.6K2026-10-07
Ledyard National Bank
UNCHANGED11,60811,60800%$1.4M$1.5M+$12.7K2026-10-21
MW Advisory, LLC
DECREASED11,45712,710-1,253-10%$1.6M$1.4M-$143.1K2026-10-19
Heartwood Wealth Advisors LLC
DECREASED11,44811,485-370%$1.4M$1.4M+$7.9K2026-10-05
Fairvoy Private Wealth, LLC
INCREASED11,43910,816+623+6%$1.3M$1.4M+$89.8K2026-10-19
First Bank & Trust
INCREASED11,43410,376+1,058+10%$1.3M$1.4M+$143.8K2026-10-19
Hurley Capital, LLC
UNCHANGED11,41211,41200%$1.4M$1.4M+$12.4K2026-11-05
Thrive Wealth Management, LLC
DECREASED11,36520,236-8,871-44%$2.5M$1.4M-$1.1M2026-10-13
WestHill Financial Advisors, Inc.
UNCHANGED11,32111,32100%$1.4M$1.4M+$12.3K2026-10-14
Heritage Investment Group, Inc.
UNCHANGED11,23211,23200%$1.4M$1.4M+$12.2K2026-11-03
Smith Salley Wealth Management
DECREASED11,22011,596-376-3%$1.4M$1.4M-$34.5K2026-11-03
TFC Financial Management, Inc.
UNCHANGED11,19311,19300%$1.4M$1.4M+$12.3K2026-10-26
Pacific Capital Wealth Advisors, Inc.
DECREASED11,16412,240-1,076-9%$1.5M$1.4M-$121.4K2026-10-22
Interchange Capital Partners, LLC
UNCHANGED11,14711,14700%$1.4M$1.4M+$12.2K2026-10-28
Armstrong, Fleming & Moore, Inc
DECREASED11,07311,388-315-3%$1.4M$1.4M-$27.0K2026-10-28
Black Diamond Financial, LLC
DECREASED11,07111,232-161-1%$1.4M$1.4M-$7.9K2026-10-26
GLR Partners, LLC
DECREASED11,05411,107-530%$1.4M$1.4M+$5.5K2026-11-04
Clear Creek Financial Management, LLC
INCREASED11,0089,475+1,533+16%$1.2M$1.4M+$202.3K2026-10-28
ASL Financial, LLC
DECREASED11,00311,121-118-1%$1.4M$1.4M-$2.6K2026-10-15
Uptick Partners, LLC
DECREASED10,99611,059-63-1%$1.4M$1.4M+$4.3K2026-11-04
Flagship Private Wealth, LLC
DECREASED10,96911,035-66-1%$1.4M$1.4M+$3.8K2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED10,9009,452+1,448+15%$1.2M$1.4M+$220.1K2026-10-13
Seneca Financial Advisors LLC
INCREASED10,89510,887+8+0%$1.4M$1.4M+$12.9K2026-10-28
American Financial & TAX Strategies Inc
UNCHANGED10,83210,83200%$1.3M$1.4M+$11.8K2026-10-16
First City Capital Management, Inc.
UNCHANGED10,81610,81600%$1.3M$1.4M+$11.8K2026-10-27
Petredis Investment Advisors LLC
DECREASED10,81210,841-290%$1.3M$1.4M+$8.2K2026-10-20
Waterfront Wealth Inc.
UNCHANGED10,79210,79200%$1.3M$1.3M-$17.1K2026-11-03
Stanley-Laman Group, Ltd.
UNCHANGED10,76810,76800%$1.3M$1.3M+$11.7K2026-10-20
Integrated Advisors Network LLC
DECREASED10,67810,722-440%$1.3M$1.3M+$6.1K2026-10-20
Diversified Enterprises, LLC
INCREASED10,66910,440+229+2%$1.3M$1.3M+$40.1K2026-10-19
Wealthstar Advisors, LLC
DECREASED10,62011,142-522-5%$1.4M$1.3M-$53.3K2026-10-19
Keystone Wealth Services, LLC
INCREASED10,60110,506+95+1%$1.3M$1.3M+$23.8K2026-11-03
Greenwood Gearhart LLC
DECREASED10,52812,153-1,625-13%$1.5M$1.3M-$190.3K2026-11-02
Insight Advisors, LLC/ PA
DECREASED10,51110,565-54-1%$1.3M$1.3M+$4.7K2026-10-22
CFS Investment Advisory Services, LLC
UNCHANGED10,50910,50900%$1.3M$1.4M+$84.4K2026-10-19
Harbor Asset Planning, Inc.
INCREASED10,49610,487+9+0%$1.3M$1.3M+$12.6K2026-10-23
Sage Private Wealth Group, LLC
INCREASED10,48610,137+349+3%$1.3M$1.3M+$54.8K2026-10-21
Tannin Capital LLC
UNCHANGED10,47210,47200%$1.3M$1.3M+$11.4K2026-11-05
Kestra Investment Management, LLC
DECREASED10,46310,708-245-2%$1.3M$1.3M-$19.0K2026-11-04
Csenge Advisory Group
INCREASED10,45910,303+156+2%$1.3M$1.3M+$30.8K2026-11-04
Advisory Solutions Group, LLC
INCREASED10,4308,271+2,159+26%$1.0M$1.3M+$279.4K2026-10-14
Baker Boyer National Bank
UNCHANGED10,40810,40800%$1.3M$1.3M+$11.3K2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED10,4042,135+8,269+387%$265.1K$1.3M+$1.0M2026-10-16
Sprinkle Financial Consultants LLC
INCREASED10,38010,372+8+0%$1.3M$1.3M+$12.4K2026-10-09
Integrity Advisory Solutions, LLC
INCREASED10,3479,295+1,052+11%$1.2M$1.3M+$141.9K2026-10-29
Woodmont Investment Counsel LLC
UNCHANGED10,31210,31200%$1.3M$1.3M+$11.2K2026-10-29
Reston Wealth Management LLC
INCREASED10,2839,819+464+5%$1.2M$1.3M+$68.8K2026-10-29
Providence First Trust Co
DECREASED10,26013,139-2,879-22%$1.6M$1.3M-$346.3K2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED10,25910,077+182+2%$1.3M$1.3M+$33.5K2026-10-13
Apollon Financial, LLC
DECREASED10,25610,332-76-1%$1.3M$1.3M+$1.8K2026-10-23
Tull Financial Group, Inc.
UNCHANGED10,23910,23900%$1.3M$1.3M+$11.2K2026-11-05
Foster Group, Inc.
DECREASED10,23410,285-510%$1.3M$1.3M+$4.8K2026-10-13
Nations Financial Group Inc,
DECREASED10,15310,513-360-3%$1.3M$1.3M-$33.6K2026-11-05
Goldstein Advisors, LLC
DECREASED10,14310,549-406-4%$1.3M$1.3M-$39.4K2026-10-15
Lyell Wealth Management, LP
UNCHANGED10,10010,10000%$1.3M$1.3M+$11.0K2026-10-30
Nova R Wealth, Inc.
INCREASED10,08810,086+2+0%$1.3M$1.3M+$11.2K2026-10-26
Fortitude Financial, LLC
INCREASED10,0813,576+6,505+182%$444.0K$1.3M+$818.7K2026-10-19
Presilium Private Wealth, LLC
UNCHANGED10,08010,08000%$1.3M$1.3M+$11.0K2026-10-26
Tennessee Valley Asset Management Partners
UNCHANGED10,05210,05200%$1.2M$1.3M+$11.1K2026-11-03
Everett Harris & Co
DECREASED10,04010,292-252-2%$1.3M$1.3M-$20.3K2026-10-28
Signal Advisors Wealth, LLC
INCREASED9,9909,832+158+2%$1.2M$1.3M+$30.5K2026-10-13
Hamilton Point Investment Advisors, LLC
DECREASED9,98010,180-200-2%$1.3M$1.3M-$14.0K2026-11-03
Bank of New Hampshire
UNCHANGED9,8669,86600%$1.2M$1.2M+$10.8K2026-10-06
Beese Fulmer Investment Management, Inc.
INCREASED9,8418,676+1,165+13%$1.1M$1.2M+$155.4K2026-10-23
CoreCap Advisors, LLC
DECREASED9,78710,298-511-5%$1.3M$1.2M-$52.7K2026-10-08
Curran Financial Partners, LLC
INCREASED9,7858,461+1,324+16%$1.1M$1.2M+$175.0K2026-11-04
Yanni & Associates Investment Advisors, LLC
DECREASED9,77610,253-477-5%$1.3M$1.2M-$48.6K2026-10-14
Galvin, Gaustad & Stein, LLC
DECREASED9,7049,904-200-2%$1.2M$1.2M-$14.2K2026-10-08
Ballew Advisors, Inc
DECREASED9,67411,674-2,000-17%$1.4M$1.2M-$185.1K2026-10-05
Beacon Capital Management, LLC
DECREASED9,6229,874-252-3%$1.2M$1.2M-$20.8K2026-10-23
S.E.E.D. Planning Group LLC
INCREASED9,5057,204+2,301+32%$894.5K$1.2M+$296.1K2026-10-07
Centerpoint Advisors, LLC
INCREASED9,5001,500+8,000+533%$186.0K$1.2M+$1.0M2026-11-05
Vericrest Private Wealth
INCREASED9,4849,456+28+0%$1.2M$1.2M+$13.8K2026-10-21
Elevatus Welath Management
INCREASED9,4689,028+440+5%$1.1M$1.2M+$64.9K2026-10-19
Pension & Wealth Management Advisors, Inc.
INCREASED9,4678,588+879+10%$1.1M$1.2M+$119.5K2026-10-16
SpringVest Wealth Management LLC
INCREASED9,4309,068+362+4%$1.1M$1.2M+$55.2K2026-10-27
Stockman Wealth Management, Inc.
INCREASED9,3989,364+34+0%$1.2M$1.2M+$14.5K2026-10-27
Compton Wealth Advisory Group, LLC
UNCHANGED9,3879,38700%$1.2M$1.2M+$25.4K2026-10-13
GEM Asset Management, LLC
UNCHANGED9,3269,32600%$1.2M$1.2M+$10.2K2026-10-13
Higgins & Schmidt Wealth Strategies LLC
DECREASED9,2599,295-360%$1.2M$1.2M+$5.6K2026-10-26
Kathmere Capital Management, LLC
INCREASED9,2209,205+15+0%$1.1M$1.2M+$11.9K2026-10-20
Precedent Wealth Partners, LLC
INCREASED9,1818,309+872+10%$1.0M$1.2M+$118.3K2026-10-21
Castleview Partners, LLC
DECREASED9,1819,191-100%$1.1M$1.2M+$8.8K2026-10-09
Integrity Wealth Partners, LLC
NEW9,102—+9,102——$1.1M—2026-10-14
Crumly & Associates Inc.
UNCHANGED9,0809,08000%$1.1M$1.1M+$9.9K2026-10-07
Norris Perne & French LLP
DECREASED9,04010,180-1,140-11%$1.3M$1.1M-$131.7K2026-10-23
Clark Asset Management, LLC
DECREASED9,0289,681-653-7%$1.2M$1.1M-$71.2K2026-10-19
Verus Financial Partners, Inc.
UNCHANGED8,9888,98800%$1.1M$1.1M+$9.8K2026-10-29
Wealth Architects, LLC
DECREASED8,9788,980-20%$1.1M$1.1M+$9.5K2026-11-03
NWF Advisory Services Inc.
INCREASED8,9575,990+2,967+50%$743.7K$1.1M+$378.2K2026-10-19
SBK Financial, Inc.
UNCHANGED8,9378,93700%$1.1M$1.1M+$9.7K2026-11-02
Prevail Innovative Wealth Advisors, LLC
INCREASED8,9238,834+89+1%$1.1M$1.1M+$51.9K2026-10-20
Lee Financial Co
UNCHANGED8,9088,90800%$1.1M$1.1M+$9.7K2026-10-16
Triad Wealth Partners, LLC
INCREASED8,8517,891+960+12%$953.8K$1.1M+$154.9K2026-10-26
West Paces Advisors Inc.
DECREASED8,8348,955-121-1%$1.1M$1.1M-$5.4K2026-10-13
Trust Co of Vermont
DECREASED8,8039,092-289-3%$1.1M$1.1M-$26.3K2026-10-21
Juncture Wealth Strategies, LLC
UNCHANGED8,7968,79600%$1.1M$1.1M+$9.6K2026-10-06
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED8,7888,751+37+0%$1.1M$1.1M+$14.2K2026-10-29
Orrstown Financial Services Inc
DECREASED8,7508,780-300%$1.1M$1.1M+$5.8K2026-10-14
Prosperity Planning, Inc.
UNCHANGED8,7478,74700%$1.1M$1.1M+$9.5K2026-10-09
Jamison Private Wealth Management, Inc.
INCREASED8,7378,700+37+0%$1.1M$1.1M+$14.2K2026-10-14
Rossby Financial, LCC
DECREASED8,7268,926-200-2%$1.1M$1.1M-$14.9K2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED8,6808,780-100-1%$1.1M$1.1M-$3.0K2026-10-05
Atwood & Palmer Inc
INCREASED8,5908,368+222+3%$1.0M$1.1M+$36.9K2026-10-08
Country Trust Bank
UNCHANGED8,5568,55600%$1.1M$1.1M+$9.3K2026-10-30
Demars Financial Group, LLC
INCREASED8,5008,236+264+3%$1.0M$1.1M+$42.1K2026-10-22
Nicholas Hoffman & Company, Llc.
DECREASED8,45410,054-1,600-16%$1.2M$1.1M-$189.4K2026-10-30
Mascagni Wealth Management, Inc.
INCREASED8,4298,100+329+4%$1.0M$1.1M+$49.9K2026-10-23
EdgeRock Capital LLC
DECREASED8,4058,426-210%$1.0M$1.1M+$6.6K2026-11-03
YHB Investment Advisors, Inc.
DECREASED8,4048,436-320%$1.0M$1.1M+$5.2K2026-10-08
Anson Capital, Inc.
DECREASED8,3978,800-403-5%$1.1M$1.1M-$40.9K2026-10-23
Sightline Wealth Advisors, LLC
DECREASED8,3738,434-61-1%$1.0M$1.0M+$1.6K2026-10-21
NBT Bank, N.A.
UNCHANGED8,3528,35200%$1.0M$1.0M+$9.1K2026-10-21
Weaver Consulting Group
UNCHANGED8,3448,34400%$1.0M$1.0M+$9.1K2026-10-07
Root Financial Partners, LLC
INCREASED8,3056,560+1,745+27%$814.5K$1.0M+$225.7K2026-10-21
Robinson Value Management, Ltd.
DECREASED8,22119,965-11,744-59%$2.5M$1.0M-$1.4M2026-10-20
Stonehearth Capital Management, LLC
INCREASED8,2196,753+1,466+22%$838.5K$1.0M+$191.0K2026-10-13
3 Factor Indexing, LLC
UNCHANGED8,1848,18400%$1.0M$1.0M+$8.9K2026-10-15
Hubbell Strickland Wealth Management, LLC
INCREASED8,1678,163+4+0%$1.0M$1.0M+$9.5K2026-10-29
Sage Rhino Capital LLC
INCREASED8,1528,136+16+0%$1.0M$1.0M+$10.8K2026-10-28
PPS&V Asset Management Consultants, Inc.
UNCHANGED8,1448,14400%$1.0M$1.0M+$8.9K2026-10-06
William Howard & Co Financial Advisors Inc
INCREASED8,1098,102+7+0%$1.0M$1.0M+$9.7K2026-11-04
Platform Technology Partners
DECREASED8,1048,155-51-1%$1.0M$1.0M+$2.5K2026-11-02
Anderson Hoagland & Co
DECREASED8,09610,908-2,812-26%$1.4M$972.2K-$382.2K2026-10-23
SmartHarvest Portfolios, LLC
DECREASED8,08411,532-3,448-30%$1.4M$1.0M-$419.3K2026-10-26
True Private Wealth Advisors
UNCHANGED8,0608,06000%$1.0M$1.0M+$8.8K2026-10-19
North Star Investment Management Corp.
INCREASED7,9747,888+86+1%$979.5K$998.8K+$19.3K2026-10-27
Activest Wealth Management
INCREASED7,9407,808+132+2%$969.5K$994.6K+$25.1K2026-10-15
JB Capital LLC
INCREASED7,8967,893+3+0%$980.0K$989.0K+$9.0K2026-10-19
Victory Financial Group, LLC
DECREASED7,8287,974-146-2%$990.1K$980.6K-$9.5K2026-10-27
Signature Wealth Management Partners, LLC
INCREASED7,8217,820+1+0%$971.0K$979.6K+$8.6K2026-10-21
Stegner Investment Associates Inc.
UNCHANGED7,7807,78000%$966.1K$974.6K+$8.5K2026-10-15
Elyxium Wealth, LLC
DECREASED7,7437,864-121-2%$976.5K$969.9K-$6.6K2026-10-27
Parr Mcknight Wealth Management Group, LLC
INCREASED7,7287,652+76+1%$950.1K$968.0K+$17.9K2026-10-30
Nearside Advisors, LLC
NEW7,716—+7,716——$966.5K—2026-10-20
Aufman Associates Inc
UNCHANGED7,7087,70800%$957.1K$965.5K+$8.4K2026-11-04
Wealth Science Advisors LLC
UNCHANGED7,7047,70400%$956.6K$965.0K+$8.4K2026-10-09
LAM Group, Inc.
UNCHANGED7,7007,70000%$956.1K$964.5K+$8.4K2026-10-26
Parker Financial LLC
UNCHANGED7,6687,66800%$952.1K$960.5K+$8.4K2026-11-05
Weatherly Asset Management L. P.
UNCHANGED7,6607,66000%$951.1K$959.5K+$8.3K2026-10-20
Trust Co of Toledo NA
UNCHANGED7,6527,65200%$950.1K$958.5K+$8.3K2026-10-16
Security Financial Services, Inc.
INCREASED7,6152,596+5,019+193%$322.3K$953.9K+$631.5K2026-10-29
Kaydan Wealth Management, Inc.
DECREASED7,5978,248-651-8%$1.0M$951.6K-$72.6K2026-10-08
Lionshead Wealth Management, LLC
INCREASED7,5077,506+1+0%$932.1K$940.4K+$8.2K2026-10-21
Paladin Partners, LLC
UNCHANGED7,4847,48400%$929.3K$937.4K+$8.2K2026-10-06
Union Savings Bank
UNCHANGED7,4687,46800%$927.3K$935.4K+$8.1K2026-10-14
Nabity-Jensen Investment Management Inc
UNCHANGED7,4477,44700%$924.7K$932.8K+$8.1K2026-10-23
Larson Financial Group LLC
INCREASED7,4425,802+1,640+28%$720.5K$932.1K+$211.6K2026-11-05
Harfst & Associates, Inc.
INCREASED7,4347,352+82+1%$912.9K$931.2K+$18.3K2026-10-20
Oxler Private Wealth LLC
INCREASED7,4027,397+5+0%$918.5K$927.2K+$8.7K2026-10-21
Harbor Group, Inc.
INCREASED7,3987,393+5+0%$917.9K$926.6K+$8.7K2026-10-14
Sunpointe, LLC
UNCHANGED7,3747,37400%$915.6K$923.7K+$8.0K2026-10-22
SFG Wealth Management, Llc.
INCREASED7,3397,186+153+2%$892.3K$919.3K+$27.0K2026-10-23
Greenhouse Wealth Management, LLC
UNCHANGED7,3327,33200%$910.4K$918.4K+$8.0K2026-10-20
FSM Wealth Advisors, LLC
INCREASED7,3187,317+1+0%$908.5K$930.1K+$21.6K2026-10-27
Acima Private Wealth, LLC
UNCHANGED7,3167,31600%$908.4K$916.4K+$8.0K2026-10-05
Urban Wealth Management, LLC
UNCHANGED7,2637,26300%$901.8K$909.8K+$7.9K2026-10-21
Argus Investors' Counsel, Inc.
DECREASED7,2627,390-128-2%$917.6K$909.6K-$8.0K2026-10-09
Taylor & Morgan Wealth Management, LLC
UNCHANGED7,2167,21600%$896.0K$903.9K+$7.9K2026-10-09
Johnson Financial Group, LLC
DECREASED7,2158,632-1,417-16%$1.1M$903.8K-$168.1K2026-11-03
Burton Enright Welch
INCREASED7,1917,036+155+2%$873.7K$900.8K+$27.1K2026-11-04
TrustBank
INCREASED7,1866,800+386+6%$844.4K$900.1K+$55.8K2026-10-20
Telos Capital Management, Inc.
UNCHANGED7,1607,16000%$889.1K$896.9K+$7.8K2026-11-02
EnRich Financial Partners LLC
DECREASED7,1427,219-77-1%$896.4K$894.6K-$1.8K2026-10-21
Marino, Stram & Associates LLC
DECREASED7,1087,437-329-4%$923.4K$890.3K-$33.1K2026-10-22
Cypress Financial Planning LLC
UNCHANGED7,1087,10800%$882.6K$890.3K+$7.7K2026-10-09
PUREfi Wealth, LLC
UNCHANGED7,0847,08400%$879.6K$887.3K+$7.7K2026-10-19
Latitude Advisors, LLC
DECREASED7,08316,836-9,753-58%$2.1M$887.2K-$1.2M2026-10-27
Argos Wealth Advisors, LLC
UNCHANGED7,0447,04400%$874.7K$882.3K+$7.7K2026-11-02
Alpine Bank Wealth Management
UNCHANGED7,0207,02000%$871.7K$879.3K+$7.7K2026-10-16
Cassia Capital Partners, LLC
DECREASED6,9977,280-283-4%$904.0K$876.4K-$27.5K2026-11-04
Burney Co/
INCREASED6,9616,871+90+1%$853.2K$871.9K+$18.8K2026-10-15
United Advisor Group, LLC
DECREASED6,92410,282-3,358-33%$1.3M$867.3K-$409.4K2026-11-03
Kingstone Capital Partners Texas, LLC
INCREASED6,9216,914+7+0%$858.6K$866.9K+$8.3K2026-11-03
Milestone Asset Management Group, LLC
INCREASED6,9026,820+82+1%$846.8K$864.6K+$17.8K2026-10-20
Retirement Solution LLC
INCREASED6,8786,394+484+8%$793.9K$861.5K+$67.6K2026-10-27
First Financial Corp
UNCHANGED6,8646,86400%$852.3K$859.8K+$7.5K2026-10-13
Power Wealth Management LLC
DECREASED6,8606,911-51-1%$858.1K$859.3K+$1.1K2026-10-27
West Financial Advisors, LLC
INCREASED6,8572,964+3,893+131%$368.0K$858.9K+$490.9K2026-10-22
Gray Private Wealth, LLC
DECREASED6,8166,896-80-1%$856.3K$853.8K-$2.5K2026-10-28
Single Point Partners, LLC
UNCHANGED6,8106,81000%$845.6K$853.0K+$7.4K2026-10-19
Reynders McVeigh Capital Management, LLC
DECREASED6,8066,812-60%$846.0K$852.5K+$6.5K2026-10-30
Washington Trust Advisors, Inc.
DECREASED6,7897,969-1,180-15%$989.5K$850.4K-$139.0K2026-10-22
Tred Avon Family Wealth, LLC
INCREASED6,7494,836+1,913+40%$600.5K$845.4K+$244.9K2026-10-20
Cdkv Holdings LLC
UNCHANGED6,7406,74000%$836.9K$844.3K+$7.3K2026-10-28
St. Clair Advisors, LLC
DECREASED6,7307,449-719-10%$925.1K$843.1K-$81.9K2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED6,7076,803-96-1%$844.7K$840.1K-$4.6K2026-10-19
Commonwealth Retirement Investments LLC
UNCHANGED6,6966,69600%$831.4K$838.7K+$7.3K2026-10-26
TCI Wealth Advisors, Inc.
INCREASED6,6846,364+320+5%$790.2K$837.2K+$47.0K2026-10-30
Key Capital Management, Inc
INCREASED6,6602,592+4,068+157%$321.8K$825.1K+$503.2K2026-11-03
Family Investment Center, Inc.
DECREASED6,6576,783-126-2%$842.2K$833.9K-$8.4K2026-10-19
Cache Advisors, LLC
UNCHANGED6,6366,63600%$824.0K$831.2K+$7.2K2026-10-16
BKM Wealth Management, LLC
NEW6,630—+6,630——$830.5K—2026-10-22
waypoint wealth counsel
UNCHANGED6,6186,61800%$821.7K$829.0K+$7.2K2026-10-22
Alliance Private Wealth, LLC
UNCHANGED6,5806,58000%$817.0K$824.2K+$7.2K2026-10-20
Peachtree Investment Partners, LLC
INCREASED6,5426,539+3+0%$812.0K$819.4K+$7.5K2026-11-05
Heritage Investors Management Corp
DECREASED6,5376,607-70-1%$820.0K$819-$819.2K2026-10-29
Liberty Capital Management, Inc.
DECREASED6,5327,332-800-11%$910.4K$818.2K-$92.2K2026-11-02
Geneva Partners, LLC
DECREASED6,5286,595-67-1%$818.9K$817.6K-$1.3K2026-10-26
Baring Financial LLC
INCREASED6,5226,394+128+2%$793.9K$817.0K+$23.1K2026-10-07
MFA Wealth Advisors, LLC
UNCHANGED6,5086,50800%$808.1K$815.2K+$7.1K2026-10-07
Sachem Hill LLC
UNCHANGED6,5046,50400%$807.6K$814.7K+$7.1K2026-10-14
Arvest Investments, Inc.
INCREASED6,4725,748+724+13%$713.8K$810.8K+$97.0K2026-10-21
Yankcom Partnership
DECREASED6,4538,255-1,802-22%$1.0M$808.3K-$216.7K2026-10-15
SMI Advisory Services, LLC
UNCHANGED6,4446,44400%$792.6K$824.2K+$31.6K2026-10-13
CFG Wealth Management Services, Inc.
INCREASED6,4281,607+4,821+300%$685.2K$808.2K+$123.0K2026-10-21
Legacies Wealth LLC
UNCHANGED6,4286,42800%$798.2K$805.2K+$7.0K2026-11-02
Colton Groome Financial Advisors, LLC
UNCHANGED6,4046,40400%$795.2K$802.2K+$7.0K2026-10-06
Redwood Financial Network Corp
DECREASED6,3476,512-165-3%$808.6K$795.0K-$13.6K2026-11-03
Macroview Investment Management LLC
INCREASED6,3446,339+5+0%$787.1K$794.7K+$7.6K2026-10-26
Rubicon Advisors, GP
INCREASED6,3356,283+52+1%$780.2K$793.5K+$13.3K2026-10-23
Builder Investment Group Inc
UNCHANGED6,3206,32000%$784.8K$791.6K+$6.9K2026-10-22
Coastline Trust Co
DECREASED6,3178,746-2,429-28%$1.1M$791.3K-$294.7K2026-10-01
Creative Financial Designs Inc
INCREASED6,3146,250+64+1%$776.0K$790.9K+$14.9K2026-11-04
Persium Advisors, LLC
UNCHANGED6,3046,30400%$782.8K$789.6K+$6.9K2026-10-07
Net Worth Advisory Group
INCREASED6,2826,281+1+0%$779.9K$789.8K+$9.9K2026-10-20
Orin Green Financial, LLC
UNCHANGED6,2806,28000%$779.8K$786.6K+$6.8K2026-10-19
Princeton Global Asset Management LLC
UNCHANGED6,2646,26400%$777.8K$784.6K+$6.8K2026-10-21
Hartford Financial Management Inc.
INCREASED6,2586,255+3+0%$776.6K$783.9K+$7.2K2026-10-21
Bestgate Wealth Advisors, LLC
NEW6,232—+6,232——$780.6K—2026-10-13
Mattern Wealth Management LLC
UNCHANGED6,2286,22800%$773.3K$780.1K+$6.8K2026-11-04
Financial Insights, Inc.
UNCHANGED6,2256,22500%$773.0K$779.7K+$6.8K2026-10-27
Snider Financial Group
UNCHANGED6,2206,22000%$772.3K$779.1K+$6.8K2026-10-16
Brookmont Capital Management
INCREASED6,2165,968+248+4%$741.0K$778.6K+$37.6K2026-10-23
Compass Ion Advisors, LLC
UNCHANGED6,2046,20400%$770.4K$777.1K+$6.8K2026-10-23
Twele Capital Management, Inc.
UNCHANGED6,1966,19600%$769.4K$776.1K+$6.8K2026-10-13
Washington Trust Bank
DECREASED6,1948,118-1,924-24%$1.0M$775.9K-$232.2K2026-11-03
Altus Wealth Management, LLC
UNCHANGED6,1726,17200%$766.4K$773.1K+$6.7K2026-10-13
Bell Bank
UNCHANGED6,1646,16400%$765.4K$772.1K+$6.7K2026-10-21
Farmers & Merchants Investments Inc
DECREASED6,1566,324-168-3%$785.3K$771.1K-$14.2K2026-10-22
Waystone Advisors LLC
UNCHANGED6,1126,11200%$758.9K$758.9K$02026-10-16
Hudson Capital Management LLC
UNCHANGED6,1086,10800%$758.4K$765.1K+$6.7K2026-10-20
Ring Mountain Capital, LLC
DECREASED6,1066,133-270%$761.5K$764.8K+$3.2K2026-10-13
Camden National Bank
DECREASED6,0646,624-560-8%$822.5K$759.6K-$62.9K2026-11-02
Cypress Wealth Services, LLC
DECREASED6,0386,068-300%$753.5K$780.0K+$26.6K2026-10-21
Patten & Patten Inc
UNCHANGED5,9725,97200%$741.5K$748.1K+$6.5K2026-10-26
Capital Advantage, Inc.
UNCHANGED5,9665,96600%$740.8K$747.3K+$6.5K2026-10-14
Rose Capital Advisors LLC
UNCHANGED5,9555,95500%$739.4K$746.0K+$6.6K2026-11-04
Madson Wealth Advisors Inc
DECREASED5,9306,045-115-2%$750.5K$742.7K-$7.8K2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED5,9195,720+199+3%$710.3K$741.4K+$31.2K2026-10-28
Towne Trust Company, N.a
DECREASED5,9007,825-1,925-25%$971.6K$739.0K-$232.6K2026-10-28
Lpwm LLC
INCREASED5,8855,291+594+11%$657.0K$737.2K+$80.2K2026-10-20
Tandem Capital Management Corp
DECREASED5,8645,979-115-2%$742.4K$734.5K-$7.9K2026-10-22
Tcfg Investment Advisors, LLC
INCREASED5,8485,436+412+8%$671.4K$734.0K+$62.7K2026-10-20
Landmark Wealth Management, LLC
DECREASED5,8425,889-47-1%$731.2K$731.7K+$5612026-11-03
North Capital, Inc.
INCREASED5,8165,596+220+4%$694.9K$739.3K+$44.5K2026-10-16
Well Done, LLC
UNCHANGED5,8085,80800%$721.2K$727.5K+$6.3K2026-10-20
AGH Wealth Advisors, LLC
UNCHANGED5,8005,80000%$720.2K$726.5K+$6.3K2026-10-26
HRC Wealth Management, LLC
INCREASED5,7785,773+5+0%$716.8K$723.7K+$6.9K2026-10-16
Woodward Financial Advisors, Inc.
UNCHANGED5,7725,77200%$716.7K$723.0K+$6.3K2026-10-19
New England Professional Planning Group Inc.
UNCHANGED5,7205,72000%$710.3K$716.5K+$6.2K2026-10-29
Journey Advisory Group, LLC
INCREASED5,7035,691+12+0%$706.7K$714.4K+$7.7K2026-11-04
Strategy Asset Managers LLC
UNCHANGED5,6765,67600%$704.8K$711.0K+$6.2K2026-10-14
Tompkins Financial Corp
INCREASED5,6754,136+1,539+37%$513.6K$710.9K+$197.3K2026-10-05
Farmers & Merchants Trust Co of Long Beach
UNCHANGED5,6745,67400%$704.5K$710.7K+$6.2K2026-10-22
Pearl Planning LLC
UNCHANGED5,6735,67300%$704.4K$710.6K+$6.2K2026-10-13
Horst & Graben Wealth Management LLC
INCREASED5,6715,648+23+0%$694.8K$710.3K+$15.5K2026-11-02
Stone Summit Wealth LLC
UNCHANGED5,6605,66000%$702.8K$709.0K+$6.2K2026-10-14
Schear Investment Advisers, LLC
NEW5,657—+5,657——$708.6K—2026-10-14
Tempo Wealth, LLC
INCREASED5,6575,402+255+5%$670.8K$708.6K+$37.7K2026-10-14
Beverly Hills Private Wealth, LLC
DECREASED5,6545,664-100%$703.3K$708.2K+$4.9K2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED5,6385,442+196+4%$675.7K$706.2K+$30.5K2026-10-13
M Holdings Securities, Inc.
NEW5,621—+5,621——$660—2026-11-03
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED5,6005,60000%$695.0K$701-$694.3K2026-11-02
Fund Evaluation Group, LLC
DECREASED5,54026,616-21,076-79%$3.3M$694.0K-$2.6M2026-11-05
Catalyst Private Wealth, LLC
UNCHANGED5,5365,53600%$687.4K$693.4K+$6.0K2026-10-13
Wealth Management Partners, LLC
UNCHANGED5,5245,52400%$685.9K$691.9K+$6.0K2026-10-21
Livet Wealth, LLC
DECREASED5,5106,404-894-14%$795.2K$690.2K-$105.0K2026-10-27
Alliance Wealth Advisors, LLC
INCREASED5,5075,496+11+0%$682.4K$689.8K+$7.4K2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED5,5046,484-980-15%$805.0K$689-$804.3K2026-10-14
Fairway Wealth LLC
DECREASED5,4665,750-284-5%$714.0K$684.6K-$29.4K2026-10-30
Polaris Financial Partners
NEW5,442—+5,442——$687—2026-10-02
Royal Harbor Partners, LLC
UNCHANGED5,4405,44000%$675.5K$681.4K+$5.9K2026-10-29
Gordian Advisors LLC
INCREASED5,4184,817+601+12%$598.1K$678.7K+$80.5K2026-10-30
Cooper S Advisors, LLC
INCREASED5,4154,031+1,384+34%$500.5K$678.3K+$177.8K2026-11-03
Lodestar Private Asset Management LLC
DECREASED5,4116,010-599-10%$746.3K$677.8K-$68.5K2026-10-26
Ashurst Perkins Coie Trust Co
DECREASED5,3705,956-586-10%$739.6K$672.6K-$66.9K2026-10-15
Tandemgrowth Financial Advisors LLC
UNCHANGED5,3675,36700%$666.4K$672.2K+$5.9K2026-11-05
Navigation Wealth Management, Inc.
INCREASED5,3485,078+270+5%$630.5K$679.9K+$49.4K2026-11-03
Clarity Wealth Advisors, LLC
DECREASED5,3405,523-183-3%$685.8K$668.9K-$16.9K2026-10-21
Guardsman Private Capital Management, Inc.
DECREASED5,3325,412-80-1%$672.1K$667.9K-$4.1K2026-10-19
Penobscot Investment Management Company, Inc.
INCREASED5,3285,313+15+0%$659.7K$667.4K+$7.7K2026-10-26
Rainier Family Wealth Inc
UNCHANGED5,3285,32800%$661.6K$667.4K+$5.8K2026-11-02
Kendall Capital Management
UNCHANGED5,3205,32000%$660.6K$666.4K+$5.8K2026-10-23
Richardson Capital Management LLC
DECREASED5,3115,443-132-2%$675.9K$665.3K-$10.6K2026-10-23
MontVue Capital Management, Inc.
UNCHANGED5,3105,31000%$659.4K$665.2K+$5.8K2026-10-19
Halbert Hargrove Global Advisors, LLC
DECREASED5,3086,156-848-14%$764.5K$664.9K-$99.5K2026-10-16
Millennium Capital Advisors, LLC
UNCHANGED5,3005,30000%$658.1K$663.9K+$5.8K2026-10-16
Members Wealth LLC
UNCHANGED5,2955,29500%$657.4K$681.7K+$24.3K2026-10-20
Legacy Private Trust Co.
DECREASED5,2905,398-108-2%$670.3K$662.6K-$7.6K2026-10-06
Financial Guidance Group, Inc.
UNCHANGED5,2805,28000%$655.6K$661.4K+$5.8K2026-10-21
SBE LLC DBA Cedar Cove Wealth Partners
DECREASED5,2685,307-39-1%$658.9K$659.9K+$9852026-10-15
Valley Wealth Managers, Inc.
DECREASED5,2676,616-1,349-20%$821.5K$659.7K-$161.8K2026-10-09
Childress Capital Advisors, LLC
UNCHANGED5,2645,26400%$653.6K$659.4K+$5.7K2026-10-28
GoalVest Advisory LLC
DECREASED5,2475,572-325-6%$691.9K$657.2K-$34.6K2026-10-02
Rockwood Wealth Management, LLC
DECREASED5,2166,096-880-14%$757.0K$653.4K-$103.6K2026-10-27
Dagco, Inc.
UNCHANGED5,1955,19500%$645.1K$650.7K+$5.7K2026-10-20
Pinion Investment Advisors, LLC
DECREASED5,1835,508-325-6%$683.9K$649.2K-$34.7K2026-11-04
BLB&B Advisors, LLC
UNCHANGED5,1765,17600%$642.7K$648.3K+$5.6K2026-10-27
Pillar Financial Advisors, LLC
UNCHANGED5,1605,16000%$640.7K$646.3K+$5.6K2026-10-21
Ashford Advisors, LLC
UNCHANGED5,1605,16000%$640.7K$646.3K+$5.6K2026-11-02
Naples Global Advisors, LLC
INCREASED5,1124,991+121+2%$619.8K$640.3K+$20.6K2026-11-05
Crusonia Wealth Advisors LLC
INCREASED5,0874,687+400+9%$582.0K$637.2K+$55.2K2026-10-26
Laurel OAK Wealth Management, LLC
INCREASED5,0735,020+53+1%$623.3K$635.4K+$12.1K2026-10-19
Legacy Wealth Management, LLC
DECREASED5,0405,096-56-1%$632.8K$631.3K-$1.5K2026-10-22
Formidable Asset Management, LLC
INCREASED5,0321,270+3,762+296%$541.5K$624.8K+$83.3K2026-11-03
Brooklyn FI, LLC
INCREASED5,02868+4,960+7294%$8.2K$592.8K+$584.6K2026-11-05
Orba Wealth Advisors, L.L.C.
INCREASED5,0223,861+1,161+30%$479.4K$629.0K+$149.6K2026-10-23
Impact Capital Partners LLC
DECREASED5,0127,853-2,841-36%$975.1K$627.8K-$347.3K2026-10-22
BlueSky Wealth Advisors, LLC
UNCHANGED5,0125,01200%$622.3K$627.8K+$5.5K2026-10-29
River's Edge Wealth Management, LLC
INCREASED5,0065,002+4+0%$618.1K$608.2K-$10.0K2026-10-19
North Berkeley Wealth Management, LLC
DECREASED4,9915,286-295-6%$656.4K$625.2K-$31.2K2026-11-02
Insight Wealth Strategies, LLC
INCREASED4,9854,983+2+0%$613.0K$624.5K+$11.5K2026-10-09
TMB Capital Partners, LLC
INCREASED4,9714,952+19+0%$614.9K$622.7K+$7.8K2026-10-20
Graves Light Lenhart Wealth, Inc.
UNCHANGED4,9644,96400%$616.4K$621.8K+$5.4K2026-10-09
Lauterbach Financial Advisors, LLC
UNCHANGED4,9564,95600%$615.4K$620.8K+$5.4K2026-10-21
Basso Capital Management, L.P.
UNCHANGED4,9524,95200%$614.9K$620.3K+$5.4K2026-10-30
Warren Street Wealth Advisors, LLC
INCREASED4,9384,808+130+3%$597.0K$618.5K+$21.5K2026-11-04
Odyssey Capital Advisors, Inc.
DECREASED4,9324,960-28-1%$615.9K$617.8K+$1.9K2026-10-26
Jnba Financial Advisors
DECREASED4,9294,970-41-1%$617.1K$617.3K+$2812026-11-03
Aspen Investment Management Inc
INCREASED4,9254,923+2+0%$611$617.0K+$616.4K2026-11-05
Patrick M Sweeney & Associates, Inc
UNCHANGED4,8924,89200%$607.4K$612.8K+$5.3K2026-10-22
MSH Capital Advisors LLC
INCREASED4,8914,887+4+0%$606.8K$612.7K+$5.9K2026-11-03
Integris Wealth Management, LLC
UNCHANGED4,8884,88800%$606.9K$612.3K+$5.3K2026-10-14
Peoples Bank
INCREASED4,8724,508+364+8%$559.8K$610.3K+$50.5K2026-10-26
Gibbs Wealth Management
INCREASED4,8633,741+1,122+30%$464.5K$609.1K+$144.6K2026-10-22
Fermata Advisors, LLC
DECREASED4,8584,879-210%$605.8K$608.5K+$2.7K2026-10-13
Eastern Bank
INCREASED4,8463,623+1,223+34%$449.9K$607.0K+$157.1K2026-10-05
Aries Wealth Management
UNCHANGED4,8204,82000%$598.5K$603.8K+$5.3K2026-10-23
Mayfair Advisory Group, LLC
UNCHANGED4,8084,80800%$565.7K$602.3K+$36.6K2026-10-20
JIM Saulnier & Associates, LLC
INCREASED4,8024,799+3+0%$595.9K$601.5K+$5.6K2026-11-04
Foster Victor Wealth Advisors, LLC
NEW4,794—+4,794——$587.8K—2026-10-21
Portfolio Resources Advisor Group, Inc.
UNCHANGED4,7794,77900%$593.4K$598.6K+$5.2K2026-10-20
Global Wealth Management Investment Advisory, Inc.
INCREASED4,7753,709+1,066+29%$460.5K$598.1K+$137.6K2026-11-04
Stronghold Wealth Management L.L.C.
DECREASED4,7604,982-222-4%$618.6K$596.2K-$22.4K2026-10-16
Arlington Financial Advisors, LLC
UNCHANGED4,7604,76000%$591.0K$596.2K+$5.2K2026-10-19
Pekin Hardy Strauss, Inc.
UNCHANGED4,7504,75000%$589.8K$595.0K+$5.2K2026-11-02
Allen Mooney & Barnes Investment Advisors LLC
DECREASED4,7424,838-96-2%$600.7K$594.0K-$6.7K2026-10-08
Hollow Brook Wealth Management LLC
UNCHANGED4,7404,74000%$588.6K$593.7K+$5.2K2026-10-29
Hiley Hunt Wealth Management
UNCHANGED4,7324,73200%$587.6K$592.7K+$5.2K2026-10-08
Guerra PAN Advisors, LLC
UNCHANGED4,6964,69600%$583.1K$575.8K-$7.3K2026-10-26
Novem Group
DECREASED4,6894,747-58-1%$589.4K$587.4K-$2.0K2026-10-19
Matthew Goff Investment Advisor, LLC
DECREASED4,6605,584-924-17%$693.4K$583.7K-$109.7K2026-10-13
Riverbend Wealth Management, LLC
INCREASED4,6604,281+379+9%$531.5K$583.8K+$52.2K2026-10-15
Forbes J M & Co LLP
UNCHANGED4,6524,65200%$577.6K$582.7K+$5.1K2026-10-16
Capital Wealth Alliance, LLC
DECREASED4,6405,160-520-10%$640.7K$581.2K-$59.5K2026-10-20
Professional Advisory Services Inc
UNCHANGED4,6324,63200%$575$580+$52026-10-08
Benedict Financial Advisors Inc
DECREASED4,6246,720-2,096-31%$834.4K$579.2K-$255.2K2026-10-07
Iron Financial LLC
DECREASED4,5864,750-164-3%$589.8K$574.4K-$15.4K2026-10-23
Pine Haven Investment Counsel, Inc
UNCHANGED4,5604,56000%$566.2K$571.2K+$5.0K2026-11-02
Wernau Asset Management Inc.
UNCHANGED4,5284,52800%$562.2K$567.2K+$4.9K2026-10-19
HBW Advisory Services LLC
INCREASED4,5224,403+119+3%$546.7K$566.4K+$19.7K2026-10-15
Gemmer Asset Management LLC
DECREASED4,5224,604-82-2%$571.7K$566.4K-$5.3K2026-10-16
BXM Wealth LLC
DECREASED4,5194,664-145-3%$579.1K$566.0K-$13.1K2026-11-03
Compass Wealth Management LLC
DECREASED4,4954,700-205-4%$583.6K$563.0K-$20.6K2026-10-22
Hill Island Financial LLC
DECREASED4,4954,504-90%$559.3K$563.0K+$3.8K2026-10-20
Marks Group Wealth Management, Inc
UNCHANGED4,4924,49200%$557.8K$562.7K+$4.9K2026-11-05
Romano Brothers and Company
UNCHANGED4,4924,49200%$557.8K$562.7K+$4.9K2026-10-22
Jacobsen Capital Management
UNCHANGED4,4774,47700%$555.9K$560.8K+$4.9K2026-10-27
Renasant Bank
DECREASED4,4545,648-1,194-21%$701.3K$557.9K-$143.4K2026-11-05
Pathway Financial Advisors LLC
UNCHANGED4,4444,44400%$538.4K$556.7K+$18.2K2026-10-07
Elevation Wealth Management LLC
DECREASED4,4426,602-2,160-33%$819.8K$556.4K-$263.4K2026-11-02
Ballast Rock Private Wealth LLC
INCREASED4,4384,176+262+6%$518.5K$555.9K+$37.3K2026-10-26
Parkshore Wealth Management, Inc.
DECREASED4,4344,646-212-5%$576.9K$555.4K-$21.5K2026-10-13
Fiduciary Alliance LLC
DECREASED4,4328,705-4,273-49%$1.1M$555.2K-$525.8K2026-10-13
Schulz Wealth, Ltd.
UNCHANGED4,4044,40400%$546.9K$551.7K+$4.8K2026-11-03
Hohimer Wealth Management, LLC
DECREASED4,3764,384-80%$544.4K$548.2K+$3.8K2026-11-04
Creative Capital Management Investments LLC
DECREASED4,3484,484-136-3%$556.8K$544.6K-$12.1K2026-10-28
D.B. Root & Company, LLC
UNCHANGED4,3434,34300%$539.2K$544.0K+$4.7K2026-11-04
Skyline Advisors, Inc.
INCREASED4,3384,334+4+0%$538.2K$543.3K+$5.2K2026-11-03
Compass Financial Management LLC
DECREASED4,3354,746-411-9%$589.7K$543.0K-$46.6K2026-10-30
Cordgrass Capital Advisors, LLC
UNCHANGED4,3324,33200%$537.9K$542.6K+$4.7K2026-10-30
Old Port Advisors
NEW4,326—+4,326——$541.9K—2026-10-23
Flaharty Asset Management, LLC
DECREASED4,29216,096-11,804-73%$2.0M$545.4K-$1.4M2026-11-02
WBH Advisory Inc
DECREASED4,2904,601-311-7%$571.3K$537.3K-$34.0K2026-11-05
World Equity Group, Inc.
DECREASED4,2885,529-1,241-22%$686.5K$537.1K-$149.4K2026-10-14
Aire Advisors, LLC
DECREASED4,2744,635-361-8%$575.5K$535.3K-$40.2K2026-10-22
Grange Capital, LLC
UNCHANGED4,2404,24000%$526.5K$531.1K+$4.6K2026-10-20
Asset One Wealth Management LLC
UNCHANGED4,2324,23200%$523.0K$530.1K+$7.1K2026-11-02
Navigate Wealth Management, LLC
INCREASED4,2202,852+1,368+48%$340.5K$539.8K+$199.3K2026-10-14
TritonPoint Partners, LLC
DECREASED4,2088,586-4,378-51%$1.1M$527.2K-$538.9K2026-11-05
Foronjy Financial LLC
DECREASED4,1844,194-100%$520.8K$524.1K+$3.3K2026-10-14
Joel Adams & Associates, Inc.
INCREASED4,1814,178+3+0%$518.7K$523.8K+$5.0K2026-11-02
Mlp3, LLC
DECREASED4,1754,757-582-12%$590.6K$523.0K-$67.6K2026-10-22
Bright Futures Wealth Management, Llc.
UNCHANGED4,1644,16400%$517.0K$521.6K+$4.5K2026-10-23
Quest 10 Wealth Builders, Inc.
DECREASED4,1604,166-60%$517.3K$518.4K+$1.1K2026-11-02
First Nebraska Trust Co
DECREASED4,1524,332-180-4%$537.9K$520.1K-$17.8K2026-10-30
Financial Consulate, Inc
INCREASED4,1524,148+4+0%$515.1K$520.1K+$5.0K2026-10-23
Collective Family Office LLC
UNCHANGED4,1364,13600%$513.6K$518.1K+$4.5K2026-10-05
JBR Co Financial Management Inc
UNCHANGED4,1364,13600%$513.6K$508.8K-$4.8K2026-10-13
Retireful, LLC
INCREASED4,0843,553+531+15%$441.2K$511.6K+$70.4K2026-10-09
Beacon Bank & Trust
UNCHANGED4,0684,06800%$505.1K$509.6K+$4.4K2026-10-27
Dala Group, LLC
UNCHANGED4,0594,05900%$504.0K$508.4K+$4.4K2026-10-29
Stanich Group LLC
UNCHANGED4,0574,05700%$503.7K$508.1K+$4.4K2026-10-16
Cardinal Strategic Wealth Guidance
UNCHANGED4,0564,05600%$503.6K$508.1K+$4.4K2026-11-02
Clarity Capital Advisors, LLC
INCREASED4,0524,051+1+0%$503.0K$507.5K+$4.6K2026-10-27
Seven Hills Financial, LLC
NEW4,000—+4,000——$501.0K—2026-10-13
Heffernan Advisory, Inc
INCREASED4,0002,000+2,000+100%$248.3K$501.0K+$252.7K2026-10-13
Collar Capital Management, LLC
UNCHANGED4,0004,00000%$496.7K$501.0K+$4.4K2026-10-28
Trust Co
INCREASED3,9882,696+1,292+48%$334.8K$499.5K+$164.8K2026-10-09
Abner Herrman & Brock LLC
DECREASED3,9883,998-100%$496$500+$42026-10-20
Fusion Family Wealth, LLC
UNCHANGED3,9883,98800%$495.2K$499.5K+$4.3K2026-11-02
Align Financial, LLC
UNCHANGED3,9843,98400%$494.7K$499.0K+$4.3K2026-10-16
Aspire Private Capital, LLC
UNCHANGED3,9683,96800%$492.7K$497.0K+$4.3K2026-11-05
Ascentis Wealth Management, LLC
DECREASED3,9605,068-1,108-22%$629.3K$496.0K-$133.3K2026-11-03
Granite Group Advisors, LLC
DECREASED3,9344,294-360-8%$533.2K$492.8K-$40.4K2026-10-14
HCR Wealth Advisors
INCREASED3,9243,833+91+2%$476.0K$491.6K+$15.6K2026-10-15
Mainsail Asset Management, LLC
INCREASED3,9183,914+4+0%$467.3K$506.2K+$38.9K2026-10-14
Hazlett, Burt & Watson, Inc.
DECREASED3,9097,835-3,926-50%$902.1K$439.1K-$463.0K2026-11-04
Kroeger Financial Partners
DECREASED3,9094,002-93-2%$496.9K$489.6K-$7.3K2026-10-19
Flavin Financial Services, Inc.
INCREASED3,9033,901+2+0%$484.4K$488.9K+$4.5K2026-10-21
Heritage Wealth Management, Inc.
UNCHANGED3,8883,88800%$482.8K$487.0K+$4.2K2026-10-27
Polaris Investment Advisors, LLC
UNCHANGED3,8863,88600%$482.6K$486.8K+$4.2K2026-10-20
Box Hill Private Wealth LLC
INCREASED3,8833,880+3+0%$481.7K$486.4K+$4.7K2026-10-05
Patton Albertson Miller Group, LLC
UNCHANGED3,8803,88000%$481.8K$486.0K+$4.2K2026-10-26
Private Wealth Management Group, LLC
DECREASED3,8733,948-75-2%$490.2K$485.1K-$5.1K2026-10-19
Fortitude Family Office, LLC
UNCHANGED3,8723,87200%$480.8K$485.0K+$4.2K2026-10-14
Nixon Peabody Trust Co
DECREASED3,8693,880-110%$481.8K$484.6K+$2.9K2026-10-23
Granville Capital, Inc.
DECREASED3,8604,400-540-12%$546.4K$483.6K-$62.8K2026-11-05
Blue Fin Capital, Inc.
UNCHANGED3,8523,85200%$478.3K$482.5K+$4.2K2026-10-28
New Perspectives, Inc
UNCHANGED3,8483,84800%$477.8K$482.0K+$4.2K2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
DECREASED3,8383,980-142-4%$494.2K$480.7K-$13.4K2026-10-23
Chemistry Wealth Management LLC
INCREASED3,8023,690+112+3%$458.2K$476.2K+$18.1K2026-10-16
First Merchants Corp
DECREASED3,7974,103-306-7%$509.5K$475.6K-$33.9K2026-10-15
Bfsg, LLC
UNCHANGED3,7963,79600%$471.4K$475.5K+$4.1K2026-10-30
Perennial Advisors, LLC
UNCHANGED3,7843,78400%$469.9K$474.0K+$4.1K2026-10-13
Owl Creek Wealth Partners LLC
INCREASED3,7763,773+3+0%$468.5K$473.0K+$4.5K2026-10-20
Capital Management Associates, Inc
UNCHANGED3,7763,77600%$468.9K$473.0K+$4.1K2026-10-20
Patriot Investment Management Group, Inc.
UNCHANGED3,7443,74400%$464.9K$469.0K+$4.1K2026-10-15
Diversified Management Inc
INCREASED3,7283,520+208+6%$437.1K$467.0K+$29.9K2026-10-08
Clear Trail Advisors, LLC
DECREASED3,7133,800-87-2%$471.8K$465.1K-$6.8K2026-10-20
Abacus Planning Group, Inc.
UNCHANGED3,6993,69900%$459.3K$463.3K+$4.0K2026-11-02
Probity Advisors, Inc.
DECREASED3,6883,988-300-8%$495.2K$462.0K-$33.2K2026-10-23
Commons Capital, LLC
INCREASED3,6803,679+1+0%$456.9K$461.0K+$4.1K2026-11-05
Values Added Financial LLC
UNCHANGED3,6803,68000%$456.9K$461.0K+$4.0K2026-10-28
Canopy Partners, LLC
DECREASED3,6613,664-30%$455.0K$458.6K+$3.6K2026-10-28
Trek Financial, LLC
DECREASED3,6584,124-466-11%$512.1K$458.2K-$53.9K2026-10-29
Carrera Capital Advisors
DECREASED3,6583,967-309-8%$492.5K$458.3K-$34.3K2026-11-03
MKT Advisors LLC
UNCHANGED3,6553,65500%$443.6K$464.6K+$21.1K2026-10-20
BAM Wealth Management, LLC
UNCHANGED3,6533,65300%$453.6K$457.6K+$4.0K2026-10-15
Arcadia Investment Advisors LLC
UNCHANGED3,6523,65200%$453.5K$457.5K+$4.0K2026-10-13
Retirement Wealth Solutions LLC
INCREASED3,6292,784+845+30%$345.7K$454.6K+$108.9K2026-10-07
City State Bank
DECREASED3,6284,628-1,000-22%$574.7K$454.4K-$120.2K2026-10-20
TigerOak Management, L.L.C.
UNCHANGED3,6163,61600%$449.0K$452.9K+$3.9K2026-10-23
Optivise Advisory Services LLC
DECREASED3,6153,900-285-7%$484.3K$452.8K-$31.5K2026-10-19
Dahring | Cusmano LLC
INCREASED3,6123,609+3+0%$448.1K$452.4K+$4.3K2026-11-03
Austin Asset Management Co Inc
DECREASED3,6023,827-225-6%$475.2K$451.2K-$24.0K2026-10-29
Private Management Group Inc
DECREASED3,6003,632-32-1%$451.0K$450.9K-$492026-11-04
Newton One Investments LLC
DECREASED3,5903,755-165-4%$466.3K$449.7K-$16.6K2026-10-14
Decker Wealth Management LLC
NEW3,568—+3,568——$446.9K—2026-10-09
Vision Capital Management, Inc.
DECREASED3,5523,784-232-6%$469.9K$444.9K-$24.9K2026-10-20
Praetorian Wealth Management, Inc.
UNCHANGED3,5403,54000%$439.6K$443.4K+$3.9K2026-10-16
Tanager Wealth Management LLP
UNCHANGED3,5363,53600%$439.1K$442.9K+$3.9K2026-10-19
Global Trust Asset Management, LLC
DECREASED3,5283,582-54-2%$444.7K$441.9K-$2.9K2026-10-19
Lakeshore Financial Planning, Inc.
INCREASED3,5203,108+412+13%$385.9K$440.9K+$55.0K2026-10-13
Everhart Financial Group, Inc.
DECREASED3,5083,520-120%$437.1K$439.4K+$2.3K2026-10-08
Summit Investment Advisory Services, LLC
UNCHANGED3,4923,49200%$433.6K$437.4K+$3.8K2026-11-03
Neumann Capital Management, LLC
UNCHANGED3,4883,48800%$433.1K$436.9K+$3.8K2026-10-15
Patriot Financial Group Insurance Agency, LLC
INCREASED3,4773,476+1+0%$431.7K$435.5K+$3.8K2026-10-14
JGP Wealth Management, LLC
INCREASED3,4733,472+1+0%$431.1K$435.0K+$3.9K2026-10-13
Bennett Selby Investments LP
UNCHANGED3,4523,45200%$428.6K$432.4K+$3.8K2026-10-19
TopTier Wealth Management, LLC
UNCHANGED3,4483,44800%$428.1K$431.9K+$3.8K2026-10-16
Pennsylvania Capital Management Inc
INCREASED3,4262,164+1,262+58%$268.7K$429.1K+$160.4K2026-11-05
Strategic Planning Group, LLC
INCREASED3,4263,422+4+0%$425.0K$429.1K+$4.1K2026-10-22
Tritonpoint Wealth, LLC
UNCHANGED3,4083,40800%$423.2K$426.9K+$3.7K2026-10-19
Wealthcare Capital Partners, LLC
INCREASED3,3962,920+476+16%$362.6K$425.4K+$62.8K2026-10-21
Braun Stacey Associates Inc
INCREASED3,3883,356+32+1%$416.7K$424.4K+$7.7K2026-10-19
Berkeley, Inc
UNCHANGED3,3823,38200%$419.9K$423.7K+$3.7K2026-10-20
Putney Financial Group LLC
UNCHANGED3,3683,36800%$418.2K$421.9K+$3.7K2026-10-30
Kachkovsky & Fisher, Inc.
DECREASED3,3653,422-57-2%$424.9K$421.5K-$3.4K2026-10-21
Salvus Wealth Management, LLC
INCREASED3,3532,304+1,049+46%$286.1K$420.0K+$133.9K2026-10-13
Opal Wealth Advisors, LLC
UNCHANGED3,3513,35100%$416.1K$419.7K+$3.7K2026-10-16
LongView Wealth Management
DECREASED3,3499,214-5,865-64%$1.1M$419.5K-$724.6K2026-10-19
Stephen J. Garry & Associates, LLC
DECREASED3,3405,660-2,320-41%$702.8K$418.4K-$284.4K2026-11-05
Lmcg Investments, LLC
UNCHANGED3,3333,33300%$413.9K$417.5K+$3.6K2026-10-21
IFS Advisors, LLC
INCREASED3,3212,965+356+12%$368.2K$416.0K+$47.9K2026-10-14
Advocate Investing Services LLC
DECREASED3,3203,420-100-3%$424.7K$415.9K-$8.8K2026-10-26
Essential Investment Partners LLC
UNCHANGED3,3083,30800%$410.8K$414.4K+$3.6K2026-10-27
Bank of Stockton
DECREASED3,3053,320-150%$412.2K$414.0K+$1.7K2026-10-20
Retiremitten Financial LLC
DECREASED3,3043,463-159-5%$430.0K$406.4K-$23.6K2026-11-05
Alessandra Capital Management, LLC
UNCHANGED3,3043,30400%$410.3K$413.9K+$3.6K2026-10-30
Charles Schwab Trust Co
INCREASED3,2923,020+272+9%$375.0K$412.4K+$37.4K2026-10-15
Kondo Wealth Advisors, Inc.
INCREASED3,2673,265+2+0%$405.5K$409.3K+$3.8K2026-10-19
Investors Research Corp
INCREASED3,2573,184+73+2%$395.4K$408.0K+$12.6K2026-10-07
High Point Wealth Management, LLC
UNCHANGED3,2503,25000%$403.5K$407.0K+$3.5K2026-11-05
Fonville Wealth Management LLC
INCREASED3,2451,947+1,298+67%$241.7K$406.5K+$164.8K2026-10-28
ARQ Wealth Advisors, LLC
INCREASED3,2433,096+147+5%$374.4K$406.2K+$31.9K2026-10-29
Range Financial Group LLC
UNCHANGED3,2363,23600%$401.8K$405.3K+$3.5K2026-10-21
Phillips Financial Management, LLC
UNCHANGED3,2323,23200%$401.3K$404.8K+$3.5K2026-10-19
SkyOak Wealth, LLC
UNCHANGED3,2193,21900%$399.7K$403.2K+$3.5K2026-10-28
Aspect Partners, LLC
DECREASED3,2183,300-82-2%$409.8K$403.1K-$6.7K2026-10-20
Inscription Capital, LLC
INCREASED3,2132,438+775+32%$302.7K$402.4K+$99.7K2026-11-02
Meredith Wealth Planning
NEW3,192—+3,192——$399.8K—2026-10-14
Guyasuta Investment Advisors Inc
UNCHANGED3,1883,18800%$395.9K$399.3K+$3.5K2026-10-15
Kaufman Rossin Wealth, LLC
UNCHANGED3,1803,18000%$392.1K$398.3K+$6.2K2026-10-19
Penobscot Wealth Management
INCREASED3,1763,005+171+6%$373.1K$397.8K+$24.7K2026-10-21
Aurora Private Wealth, Inc.
INCREASED3,1463,143+3+0%$390.0K$394-$389.6K2026-10-20
Matisse Capital
UNCHANGED3,1403,14000%$389.9K$393.3K+$3.4K2026-10-29
Evolution Wealth Advisors, LLC
DECREASED3,13710,057-6,920-69%$1.2M$393.0K-$855.8K2026-11-03
High Net Worth Advisory Group LLC
UNCHANGED3,1363,13600%$389.4K$392.8K+$3.4K2026-10-26
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED3,1323,13200%$378.7K$383.4K+$4.7K2026-10-21
Stone Loft Wealth Management LLC
UNCHANGED3,1243,12400%$386.1K$391.4K+$5.3K2026-11-03
Security National Bank
INCREASED3,1161,992+1,124+56%$247.3K$390.3K+$143.0K2026-10-26
Emergent Wealth Advisors, LLC
INCREASED3,0963,093+3+0%$384.1K$387.8K+$3.7K2026-10-09
Strengthening Families & Communities, LLC
INCREASED3,0953,092+3+0%$384.0K$387.7K+$3.7K2026-10-21
Arlington Trust Co LLC
DECREASED3,0646,268-3,204-51%$778.3K$383.8K-$394.5K2026-10-20
Left Brain Wealth Management, LLC
UNCHANGED3,0563,05600%$379.5K$382.8K+$3.3K2026-10-28
Gradient Investments LLC
INCREASED3,0482,740+308+11%$340.2K$381.8K+$41.6K2026-10-08
Kellett Wealth Advisors, LLC
INCREASED3,0393,037+2+0%$377.1K$380.7K+$3.6K2026-10-15
Grandfield & Dodd, LLC
UNCHANGED3,0283,02800%$376.0K$379.3K+$3.3K2026-10-29
Family Office Research LLC
INCREASED3,0163,015+1+0%$374.4K$377.8K+$3.5K2026-10-14
Oak Harvest Investment Services
UNCHANGED3,0053,00500%$373.1K$376.4K+$3.3K2026-10-20
Wealth Enhancement Trust Services, Inc.
INCREASED3,0042,516+488+19%$312.4K$376.3K+$63.9K2026-10-07
Friedenthal Financial
NEW3,000—+3,000——$375.8K—2026-10-27
Legacy Bridge, LLC
UNCHANGED3,0003,00000%$372.5K$375.8K+$3.3K2026-10-28
Focused Alpha, LLC
DECREASED2,9903,249-259-8%$403.4K$374.5K-$28.9K2026-10-20
Opulen Financial Group LLC
INCREASED2,9752,973+2+0%$369.1K$372.6K+$3.5K2026-10-22
Tiller Private Wealth, Inc.
UNCHANGED2,9722,97200%$369.0K$372.3K+$3.2K2026-10-26
Parcion Private Wealth LLC
UNCHANGED2,9682,96800%$368.5K$371.8K+$3.2K2026-10-28
First Command Advisory Services, Inc.
DECREASED2,9676,516-3,549-54%$809.1K$371.6K-$437.5K2026-11-05
Mitchell Sinkler & Starr
UNCHANGED2,9602,96000%$367.5K$370.8K+$3.2K2026-10-13
Accelerate Investment Advisors LLC
UNCHANGED2,9462,94600%$365.8K$369.0K+$3.2K2026-11-02
Hager Investment Management Services, LLC
DECREASED2,9413,051-110-4%$378.8K$368.4K-$10.5K2026-11-04
Peak Financial Advisors LLC
UNCHANGED2,9402,94000%$365.1K$368.3K+$3.2K2026-10-28
Fragasso Financial Advisors Inc
INCREASED2,9332,930+3+0%$363.8K$375.1K+$11.3K2026-10-13
Washington Trust Co
UNCHANGED2,9302,93000%$363.8K$367.0K+$3.2K2026-10-22
Horizons Wealth Management
NEW2,928—+2,928——$366.8K—2026-10-05
Mirae Asset Global Investments Co., Ltd.
UNCHANGED2,9162,91600%$362.1K$365.3K+$3.2K2026-11-03
SJS Investment Consulting Inc.
UNCHANGED2,9122,91200%$361.6K$364.8K+$3.2K2026-10-26
R2 Capital Strategies, LLC
INCREASED2,9092,907+2+0%$360.9K$364.4K+$3.5K2026-10-15
ShankerValleau Wealth Advisors, Inc.
NEW2,884—+2,884——$361.3K—2026-10-16
Global Wealth Strategies & Associates
INCREASED2,8812,140+741+35%$265.8K$360.8K+$95.1K2026-10-02
Williams Jones Wealth Management, Llc.
DECREASED2,8802,920-40-1%$362.6K$360.7K-$1.8K2026-11-05
Valpey Financial Services, LLC
DECREASED2,8712,935-64-2%$364.4K$359.6K-$4.9K2026-10-30
Howard Wealth Management, LLC
DECREASED2,8685,105-2,237-44%$633.9K$359.3K-$274.6K2026-10-28
Antonelli Financial Advisors, LLC
DECREASED2,8673,252-385-12%$404.0K$359.0K-$45.0K2026-10-13
Delta Financial Advisors LLC
UNCHANGED2,8482,84800%$353.6K$356.7K+$3.1K2026-10-27
Andrews, Lucia Wealth Management LLC
UNCHANGED2,8462,84600%$353.3K$356.4K+$3.1K2026-11-02
Global Assets Advisory, LLC
INCREASED2,8392,800+39+1%$345.1K$364.1K+$19.0K2026-10-28
Pinnacle Bancorp, Inc.
DECREASED2,8313,199-368-11%$397.2K$354.6K-$42.6K2026-10-21
Bedminster, LLC
DECREASED2,8203,012-192-6%$374.0K$353.2K-$20.8K2026-11-04
Jacksonville Wealth Management, LLC
UNCHANGED2,8042,80400%$348.2K$351.2K+$3.1K2026-10-30
Good Harbor Advisors, Inc.
DECREASED2,8022,902-100-3%$360.3K$351.0K-$9.4K2026-10-20
Nichols & Pratt Advisers LLP
NEW2,800—+2,800——$352.0K—2026-10-13
Hunter Associates Investment Management LLC
UNCHANGED2,8002,80000%$347.0K$350-$346.7K2026-10-26
North Point Portfolio Managers Corp
INCREASED2,7922,076+716+34%$257.8K$349.7K+$91.9K2026-10-07
LVW Advisors, LLC
UNCHANGED2,7702,77000%$343.9K$346.9K+$3.0K2026-10-19
Abacus Wealth Partners, LLC
DECREASED2,7523,120-368-12%$387.4K$344.7K-$42.7K2026-11-03
Maia Wealth LLC
DECREASED2,7512,908-157-5%$361.1K$344.6K-$16.5K2026-10-19
Valtinson Bruner Financial Planning LLC
UNCHANGED2,7442,74400%$340.8K$343.8K+$3.0K2026-11-02
Beacon Financial Planning, Inc
UNCHANGED2,7212,72100%$337.8K$340.8K+$3.0K2026-11-04
Paradigm, Strategies in Wealth Management, LLC
DECREASED2,7043,892-1,188-31%$483.3K$338.7K-$144.6K2026-10-16
Prism Planning Partners LLC
UNCHANGED2,7032,70300%$335.7K$338.6K+$2.9K2026-10-27
Plimoth Trust Co LLC
DECREASED2,7002,800-100-4%$347.7K$338.2K-$9.5K2026-10-26
Cornerstone Management, Inc.
DECREASED2,6972,777-80-3%$344.8K$337.8K-$7.0K2026-10-16
Robinswood Financial LLC
INCREASED2,6962,693+3+0%$334.4K$330.5K-$3.9K2026-10-20
Pacific Center for Financial Services
UNCHANGED2,6922,69200%$334.3K$337.2K+$2.9K2026-10-15
SP Asset Management LLC
INCREASED2,6672,664+3+0%$330.8K$334.0K+$3.2K2026-11-05
Armstrong Advisory Group, Inc
INCREASED2,6622,660+2+0%$330.3K$333.4K+$3.2K2026-10-09
Grey Ledge Advisors, LLC
INCREASED2,6482,646+2+0%$328.6K$331.7K+$3.2K2026-11-02
Buttonwood Financial Advisors Inc.
INCREASED2,6442,628+16+1%$326.3K$331.2K+$4.9K2026-10-13
Bill Few Associates, Inc.
DECREASED2,6292,832-203-7%$351.6K$329.3K-$22.3K2026-10-09
Ulland Investment Advisors, LLC
DECREASED2,6202,680-60-2%$333$328-$52026-10-13
Boston Trust Walden Corp
UNCHANGED2,6182,61800%$325.1K$327.9K+$2.9K2026-10-30
ACT Wealth Management, LLC
UNCHANGED2,5972,59700%$322.5K$325.4K+$2.8K2026-10-09
Signature Resources Capital Management, LLC
UNCHANGED2,5922,59200%$321.8K$324.7K+$2.8K2026-10-16
eCIO, Inc.
NEW2,588—+2,588——$334.3K—2026-11-02
M.E. Allison & Co., Inc.
UNCHANGED2,5842,58400%$320.8K$323.6K+$2.8K2026-10-09
Symmetry Partners, LLC
DECREASED2,5712,846-275-10%$353.4K$322.0K-$31.3K2026-10-27
LaFleur & Godfrey LLC
DECREASED2,5652,605-40-2%$323.5K$321.3K-$2.2K2026-10-27
Montz Harcus Wealth Management LLC
INCREASED2,5632,525+38+2%$313.5K$321.1K+$7.5K2026-10-09
KFG LLC
NEW2,556—+2,556——$320.2K—2026-11-02
RPG Investment Advisory, LLC
DECREASED2,5464,506-1,960-43%$559.5K$318.9K-$240.6K2026-10-21
Lake Street Private Wealth, LLC
DECREASED2,5372,616-79-3%$324.9K$317.8K-$7.1K2026-10-22
LFG Wealth Partners, LLC
UNCHANGED2,5362,53600%$314.9K$317.7K+$2.8K2026-10-28
Register Financial Advisors LLC
INCREASED2,5252,523+2+0%$313.3K$316.3K+$3.0K2026-10-23
Meridian Investment Counsel Inc.
UNCHANGED2,5202,52000%$312.9K$315.7K+$2.7K2026-10-14
Acorn Financial Advisory Services Inc
DECREASED2,4962,740-244-9%$340.2K$312.6K-$27.6K2026-11-02
Powell Investment Advisors, LLC
UNCHANGED2,4962,49600%$309.9K$312.6K+$2.7K2026-10-22
Nilsine Partners, LLC
INCREASED2,4822,024+458+23%$251.4K$310.8K+$59.5K2026-11-02
Philadelphia Trust Co
UNCHANGED2,4642,46400%$306.0K$309.0K+$3.0K2026-11-05
Adell Harriman & Carpenter Inc
DECREASED2,4602,660-200-8%$330.3K$308.1K-$22.2K2026-11-02
First Premier Bank
UNCHANGED2,4562,45600%$305$308+$32026-10-13
First Bancorp, Inc
DECREASED2,4462,734-288-11%$339.5K$306.4K-$33.1K2026-10-26
Sterling Capital Management LLC
UNCHANGED2,4402,44000%$303.0K$305.6K+$2.7K2026-10-22
Seamount Financial Group Inc
UNCHANGED2,4402,44000%$303.0K$305.6K+$2.7K2026-10-21
BancFirst Trust & Investment Management
DECREASED2,4362,600-164-6%$317.1K$305.2K-$11.9K2026-10-30
TPG Advisors LLC
UNCHANGED2,4302,43000%$301.7K$304.4K+$2.6K2026-10-16
Wolff Wiese Magana LLC
UNCHANGED2,4242,42400%$301.0K$303.6K+$2.6K2026-10-15
Howard Financial Services, Ltd.
UNCHANGED2,4122,41200%$299.5K$302.1K+$2.6K2026-10-15
Walled Lake Planning & Wealth Management, LLC
DECREASED2,4092,410-10%$299.2K$301.7K+$2.5K2026-10-29
Mindset Wealth Management, LLC
UNCHANGED2,4082,40800%$299.0K$301.6K+$2.6K2026-10-19
Hippocratic Financial Advisors, LLC
NEW2,400—+2,400——$300.6K—2026-10-13
Floyd Financial Group LLC
UNCHANGED2,4002,40000%$295.8K$305.1K+$9.3K2026-10-28
Aspetuck Financial Management LLC
UNCHANGED2,4002,40000%$298.0K$300.6K+$2.6K2026-11-04
Legacy Solutions, LLC
UNCHANGED2,3992,39900%$297.8K$300.5K+$2.6K2026-10-07
Gill Capital Partners, LLC
UNCHANGED2,3922,39200%$297.0K$299.6K+$2.6K2026-10-13
Blue Zone Wealth Advisors, LLC
NEW2,388—+2,388——$299.1K—2026-10-19
Capstone Wealth Management Group, Inc.
INCREASED2,3832,381+2+0%$295.6K$298.5K+$2.9K2026-10-19
Wingate Wealth Advisors, Inc.
UNCHANGED2,3802,38000%$295.5K$298.2K+$2.7K2026-10-26
KWB Wealth
UNCHANGED2,3802,38000%$295.5K$298.1K+$2.6K2026-10-16
Asset Allocation Strategies LLC
DECREASED2,3694,888-2,519-52%$606.9K$296.7K-$310.2K2026-10-20
City Center Advisors, LLC
NEW2,367—+2,367——$296.5K—2026-10-08
Green Ridge Wealth Planning LLC
INCREASED2,3661,988+378+19%$246.9K$296.4K+$49.5K2026-10-08
Prosperity Financial Group, Inc.
INCREASED2,3602,260+100+4%$280.6K$295.6K+$15.0K2026-10-29
Morton Brown Family Wealth, LLC
UNCHANGED2,3582,35800%$292.7K$295.3K+$2.6K2026-10-23
Three Magnolias Financial Advisors, LLC
DECREASED2,3402,940-600-20%$365.1K$293.1K-$72.0K2026-10-14
Independent Wealth Advisors LLC
DECREASED2,3152,779-464-17%$345.1K$290.0K-$55.2K2026-10-27
Bond & Devick Financial Network, Inc.
UNCHANGED2,2962,29600%$285.1K$287.6K+$2.5K2026-10-23
Compass Wealth Management, LLC
DECREASED2,2872,511-224-9%$311.8K$286.5K-$25.3K2026-10-30
MBM Wealth Consultants, LLC
INCREASED2,2762,132+144+7%$264.7K$285.1K+$20.4K2026-10-20
Canvas Wealth Advisors, LLC
UNCHANGED2,2762,27600%$282.6K$275.6K-$7.0K2026-11-02
Richard P Slaughter Associates Inc
DECREASED2,2712,353-82-3%$292.2K$284.5K-$7.7K2026-10-13
Ethic Inc.
NEW2,266—+2,266——$283.8K—2026-11-03
William Mack & Associates, Inc.
INCREASED2,2622,260+2+0%$280.6K$283.3K+$2.7K2026-10-27
Burns Matteson Capital Management, LLC
DECREASED2,2602,261-10%$280.7K$283.1K+$2.3K2026-10-16
Pecaut & Co.
INCREASED2,2602,259+1+0%$280.5K$283.0K+$2.5K2026-10-27
SC&H Financial Advisors, Inc.
INCREASED2,2552,254+1+0%$279.9K$282.5K+$2.5K2026-10-14
Inspirion Wealth Advisors, LLC
UNCHANGED2,2552,25500%$277.4K$282.4K+$5.1K2026-10-09
Elite Wealth Management, Inc.
UNCHANGED2,2522,25200%$279.6K$282.1K+$2.5K2026-11-03
RDA Financial Network
DECREASED2,2362,286-50-2%$283.8K$280.1K-$3.7K2026-10-15
One Way Holdings LLC
UNCHANGED2,2282,22800%$276.7K$279.1K+$2.4K2026-10-29
Kelleher Financial Advisors
DECREASED2,2164,432-2,216-50%$550.3K$277.6K-$272.7K2026-10-30
Cox Capital Mgt LLC
UNCHANGED2,2042,20400%$273.7K$276.1K+$2.4K2026-10-07
Arbor Wealth Advisors LLC
UNCHANGED2,2002,20000%$273.2K$275.6K+$2.4K2026-10-09
Thrive Capital Management, LLC
NEW2,186—+2,186——$273.8K—2026-10-28
Bath Savings Trust Co
DECREASED2,1842,288-104-5%$284.1K$273.6K-$10.5K2026-10-07
FF Advisors,LLC
UNCHANGED2,1842,18400%$271.2K$273.6K+$2.4K2026-10-21
Northwest Financial Advisors
NEW2,182—+2,182——$273.4K—2026-10-27
BankPlus Wealth Management LLC
INCREASED2,1812,179+2+0%$270.6K$273.2K+$2.6K2026-10-13
Van Cleef Asset Management,Inc
DECREASED2,1782,220-42-2%$275.7K$272.8K-$2.8K2026-10-20
CWC Advisors, Llc.
NEW2,168—+2,168——$271.6K—2026-10-15
Poehling Capital Management, Inc.
UNCHANGED2,1602,16000%$268.2K$270.6K+$2.4K2026-10-20
National Wealth Management Group, LLC
UNCHANGED2,1562,15600%$267.7K$270.1K+$2.4K2026-10-26
Ares Financial Consulting, LLC
INCREASED2,1542,152+2+0%$267.2K$269.8K+$2.6K2026-10-19
Strategic Advisors LLC
UNCHANGED2,1362,13600%$265.2K$267.6K+$2.3K2026-10-13
Focused Wealth Management, Inc
UNCHANGED2,1302,13000%$264.4K$266.8K+$2.4K2026-10-30
180 Wealth Advisors, LLC
DECREASED2,1242,188-64-3%$271.7K$266.0K-$5.6K2026-11-03
Altfest L J & Co Inc
UNCHANGED2,1242,12400%$263.7K$266.1K+$2.3K2026-10-27
Cypress Capital, LLC
DECREASED2,1212,159-38-2%$268.1K$265.7K-$2.4K2026-10-20
Baldwin Wealth Partners LLC
UNCHANGED2,1202,12000%$263.2K$265.6K+$2.3K2026-10-13
LifeGoal Investments, LLC
NEW2,116—+2,116——$265.1K—2026-10-09
Wealth Advisory Solutions, LLC
UNCHANGED2,1162,11600%$262.7K$265.1K+$2.3K2026-10-20
United Community Bank
DECREASED2,1072,359-252-11%$292.9K$263.9K-$29.0K2026-10-28
Quadcap Wealth Management, LLC
INCREASED2,1052,085+20+1%$258.8K$263.6K+$4.8K2026-11-02
Strata Wealth Advisors, LLC
UNCHANGED2,1032,10300%$261.1K$263.4K+$2.3K2026-10-16
Financial Solutions Advisory Group, Inc.
UNCHANGED2,0842,08400%$257.0K$253.2K-$3.8K2026-10-28
BNC Wealth Management, LLC
UNCHANGED2,0842,08400%$258.8K$261.0K+$2.3K2026-10-19
Johnson & White Wealth Management, LLC
UNCHANGED2,0602,06000%$255.8K$258.0K+$2.2K2026-11-03
BridgePort Financial Solutions, LLC
UNCHANGED2,0582,05800%$255.5K$257.8K+$2.2K2026-11-02
Solidarity Wealth, LLC
UNCHANGED2,0522,05200%$254.8K$257.0K+$2.2K2026-10-15
Avion Wealth
UNCHANGED2,0522,05200%$254.0K$257.0K+$3.0K2026-11-04
Center for Financial Planning, Inc.
DECREASED2,0422,140-98-5%$265.7K$255.8K-$9.9K2026-10-26
Weinberger Asset Management, Inc
UNCHANGED2,0422,04200%$241.6K$255.7K+$14.2K2026-10-28
Quartz Partners, LLC
DECREASED2,0322,196-164-7%$272.7K$254.5K-$18.1K2026-11-03
Harmony Asset Management LLC
UNCHANGED2,0282,02800%$251.8K$254.0K+$2.2K2026-10-20
Enzi Wealth
UNCHANGED2,0202,02000%$248.9K$256.8K+$7.9K2026-10-14
Baxter Bros Inc
UNCHANGED2,0202,02000%$250.8K$253.0K+$2.2K2026-11-04
Fogel Capital Management, Inc.
UNCHANGED2,0202,02000%$250.8K$253.0K+$2.2K2026-11-04
TTP Investments, Inc.
INCREASED2,0182,017+1+0%$250.4K$252.8K+$2.4K2026-10-30
Fulton Breakefield Broenniman LLC
DECREASED2,0178,209-6,192-75%$1.0M$252.6K-$766.7K2026-11-03
ERn Financial, LLC
DECREASED2,0082,164-156-7%$268.7K$251.5K-$17.2K2026-10-28
Haven Private, LLC
UNCHANGED2,0002,00000%$248.3K$250.5K+$2.2K2026-10-27
Avondale Wealth Management
UNCHANGED2,0002,00000%$248.3K$250.5K+$2.2K2026-10-15
Clayton Financial Group LLC
NEW1,999—+1,999——$250.4K—2026-10-13
Wealth Group Ltd
UNCHANGED1,9961,99600%$247.8K$253.6K+$5.8K2026-10-07
Sugar Maple Asset Management, LLC
UNCHANGED1,9961,99600%$247.8K$250.0K+$2.2K2026-10-13
Obsidian CIO, LLC
DECREASED1,9912,184-193-9%$271.2K$249.5K-$21.7K2026-11-05
Old Peak Finance LLC
UNCHANGED1,9881,98800%$246.9K$249.0K+$2.2K2026-11-02
Olistico Wealth, LLC
UNCHANGED1,9841,98400%$246.4K$248.6K+$2.2K2026-10-05
PFG Private Wealth Management, LLC
DECREASED1,9832,004-21-1%$248.8K$248.4K-$4462026-10-15
Bucket List Wealth Management, LLC
UNCHANGED1,9801,98000%$245.9K$248.0K+$2.2K2026-10-22
Riverbridge Partners LLC
DECREASED1,9794,475-2,496-56%$555.7K$247.9K-$307.8K2026-11-05
Avantra Family Wealth, Inc.
UNCHANGED1,9761,97600%$245.4K$247.5K+$2.2K2026-10-20
Leverty Financial Group, LLC
UNCHANGED1,9641,96400%$243.9K$246.0K+$2.1K2026-10-08
Innovative Wealth Building LLC
INCREASED1,9621,704+258+15%$211.6K$245.8K+$34.2K2026-10-14
First Growth Capital LLC
DECREASED1,9612,796-835-30%$347.2K$245.6K-$101.5K2026-10-15
First County Bank
DECREASED1,9562,056-100-5%$255.3K$245.0K-$10.3K2026-10-13
Norden Group LLC
DECREASED1,9561,984-28-1%$246.4K$245.0K-$1.3K2026-10-20
Wise Wealth Partners
INCREASED1,9531,901+52+3%$236.0K$244.6K+$8.6K2026-10-14
Old Second National Bank of Aurora
DECREASED1,9522,112-160-8%$262.2K$244.5K-$17.7K2026-10-22
AFG Fiduciary Services Limited Partnership
UNCHANGED1,9481,94800%$236.0K$247.6K+$11.6K2026-10-21
Sterling Financial Planning, Inc.
NEW1,934—+1,934——$242.2K—2026-10-28
Layline Advisors, LLC
INCREASED1,9331,931+2+0%$239.8K$242.1K+$2.3K2026-11-02
Harold Davidson & Associates Inc.
UNCHANGED1,9281,92800%$239.4K$241.5K+$2.1K2026-10-29
Aspirean Wealth, LLC
UNCHANGED1,9281,92800%$239.4K$241.5K+$2.1K2026-11-03
Warwick Investment Management, Inc.
UNCHANGED1,9271,92700%$239.3K$241.4K+$2.1K2026-10-19
Core Wealth Partners LLC
UNCHANGED1,9261,92600%$239.2K$241.3K+$2.1K2026-11-02
Smith Chas P & Associates PA Cpas
DECREASED1,9201,992-72-4%$247.3K$233.2K-$14.1K2026-10-22
Hennion & Walsh Asset Management, Inc.
UNCHANGED1,9111,91100%$237.3K$239.4K+$2.1K2026-10-13
Clifford Swan Investment Counsel LLC
INCREASED1,9081,812+96+5%$225.0K$239.0K+$14.0K2026-11-05
Benin Management Corp
UNCHANGED1,9081,90800%$236.9K$239.0K+$2.1K2026-10-22
Vicus Capital
DECREASED1,9021,994-92-5%$247.6K$238.3K-$9.3K2026-11-05
Grantvest Financial Group LLC
DECREASED1,8893,821-1,932-51%$474.5K$236.6K-$237.9K2026-10-21
Virtue Asset Management LLC
UNCHANGED1,8881,88800%$234.4K$236.5K+$2.1K2026-10-21
Absolute Capital Management, LLC
DECREASED1,8811,952-71-4%$242.4K$235.6K-$6.7K2026-10-16
Shrier Wealth Management, LLC
UNCHANGED1,8801,88000%$233.4K$235.5K+$2.0K2026-10-20
Arch Global Advisors, LLC
UNCHANGED1,8761,87600%$232.9K$235.0K+$2.0K2026-10-23
Finward Bancorp
UNCHANGED1,8721,87200%$232.4K$234.5K+$2.0K2026-10-14
Trinity Wealth Management, LLC
NEW1,868—+1,868——$234.0K—2026-10-13
Northwest Wealth Advisors, LLC
DECREASED1,8641,983-119-6%$246.3K$233.4K-$12.8K2026-11-02
Colonial River Investments, LLC
DECREASED1,8631,906-43-2%$236.7K$233.4K-$3.3K2026-10-19
Missouri Trust & Investment Co
UNCHANGED1,8601,86000%$220.1K$233.0K+$12.9K2026-11-04
Randolph Co Inc
UNCHANGED1,8601,86000%$231.0K$233.0K+$2.0K2026-10-23
Dmkc Advisory Services, LLC
DECREASED1,8523,764-1,912-51%$467.4K$232.0K-$235.4K2026-11-04
Mitchell Capital Management Co
UNCHANGED1,8521,85200%$230.0K$232.0K+$2.0K2026-10-29
McHugh Group, LLC
UNCHANGED1,8481,84800%$229.5K$231.5K+$2.0K2026-10-19
Cutler Investment Counsel LLC
UNCHANGED1,8481,84800%$229.5K$231.5K+$2.0K2026-10-28
SeaBridge Investment Advisors LLC
NEW1,840—+1,840——$230.5K—2026-11-02
Univest Financial Corp
DECREASED1,8383,628-1,790-49%$450.5K$230.2K-$220.3K2026-11-05
Meridian Financial Advisors, LLC
UNCHANGED1,8321,83200%$227.5K$229.5K+$2.0K2026-10-14
Keystone Financial Group, Inc.
INCREASED1,8111,810+1+0%$224.7K$226.9K+$2.2K2026-10-13
DecisionMap Wealth Management, LLC
UNCHANGED1,8001,80000%$223.5K$225.5K+$2.0K2026-10-29
Horrell Capital Management, Inc.
UNCHANGED1,8001,80000%$223.5K$225.5K+$2.0K2026-10-08
KRM Wealth Management L.L.C.
DECREASED1,7981,853-55-3%$230.1K$225.2K-$4.8K2026-11-02
SevenBridge Financial Group, LLC
UNCHANGED1,7801,78000%$221.8K$217.9K-$3.9K2026-10-26
Wealthcare Capital Management LLC
UNCHANGED1,7801,78000%$221.0K$223.0K+$1.9K2026-10-21
Sanchez Gaunt Capital Management, LLC
NEW1,778—+1,778——$222.7K—2026-11-03
DB&C Advisors, LLC
DECREASED1,7711,817-46-3%$225.6K$221.8K-$3.8K2026-10-26
Hopwood Financial Services, Inc.
UNCHANGED1,7681,76800%$219.5K$221.5K+$1.9K2026-10-29
Physician Wealth Advisors, Inc.
INCREASED1,765109+1,656+1519%$13.5K$221.1K+$207.6K2026-10-20
CapWealth Advisors, LLC
NEW1,764—+1,764——$221.0K—2026-10-05
Provident Investment Management, Inc.
UNCHANGED1,7601,76000%$218.5K$220.5K+$1.9K2026-10-23
Monument Group Wealth Advisors, LLC
INCREASED1,7591,682+77+5%$209.0K$220.4K+$11.5K2026-10-21
WealthTrust Asset Management, LLC
DECREASED1,7581,785-27-2%$221.6K$220.2K-$1.4K2026-10-22
Monetary Solutions, Ltd
UNCHANGED1,7561,75600%$218.0K$220.0K+$1.9K2026-10-22
Lineweaver Wealth Advisors, LLC
UNCHANGED1,7561,75600%$218.0K$220.0K+$1.9K2026-10-13
Garrett Wealth Advisory Group, LLC
NEW1,752—+1,752——$219.5K—2026-10-22
Lewis Asset Management, LLC
UNCHANGED1,7521,75200%$217.5K$219.5K+$1.9K2026-10-14
Lazari Capital Management, Inc.
INCREASED1,7511,750+1+0%$217.2K$219.3K+$2.0K2026-10-20
Fortem Financial Group, LLC
INCREASED1,7401,640+100+6%$203.6K$218.0K+$14.3K2026-10-20
Asset Advisory Group, Inc.
DECREASED1,7401,803-63-3%$223.9K$217.9K-$6.0K2026-10-20
SYM Financial Corp
INCREASED1,7321,663+69+4%$206.5K$217.0K+$10.5K2026-10-26
Opinicus Capital, Inc.
INCREASED1,7311,729+2+0%$214.7K$216.8K+$2.1K2026-10-28
Welch Group, LLC
DECREASED1,7302,091-361-17%$259.6K$216.7K-$42.9K2026-10-29
Shelton Wealth Management, LLC
UNCHANGED1,7281,72800%$214.6K$216.4K+$1.9K2026-10-16
Exchange Bank
NEW1,726—+1,726——$216.2K—2026-10-07
3Edge Asset Management, LP
UNCHANGED1,7161,71600%$213.1K$214.9K+$1.9K2026-10-30
Dominguez Wealth Management Solutions, Inc.
UNCHANGED1,7131,71300%$212.7K$214.6K+$1.9K2026-10-07
StoneCrest Wealth Management, Inc.
NEW1,709—+1,709——$214.1K—2026-11-03
Ti-Trust, Inc
UNCHANGED1,7081,70800%$212.1K$213.9K+$1.9K2026-10-21
Plus Group Wealth Advisors LLC
DECREASED1,7021,719-17-1%$213.4K$213.2K-$2552026-10-19
Midwest Heritage Bank, FSB
UNCHANGED1,7021,70200%$211.3K$213.1K+$1.9K2026-10-26
J. Derek Lewis & Associates Inc.
DECREASED1,6971,729-32-2%$214.7K$212.6K-$2.0K2026-11-03
BCS Wealth Management
DECREASED1,6804,986-3,306-66%$619.1K$210.4K-$408.7K2026-11-03
Mcdaniel Terry & Co
NEW1,679—+1,679——$210.3K—2026-11-05
Third View Private Wealth, LLC
NEW1,668—+1,668——$208.9K—2026-10-30
Mascoma Wealth Management LLC
UNCHANGED1,6681,66800%$207.1K$208.9K+$1.8K2026-10-23
Huntleigh Advisors, Inc.
INCREASED1,6641,663+1+0%$206.5K$208.4K+$1.9K2026-11-03
Fairscale Capital, LLC
UNCHANGED1,6601,66000%$206.1K$195.2K-$10.9K2026-11-04
Royal Fund Management, LLC
INCREASED1,6561,655+1+0%$205.5K$207.4K+$1.9K2026-10-22
Reflection Asset Management
INCREASED1,6551,630+25+2%$202.4K$207.3K+$4.9K2026-10-28
Fortitude Advisory Group L.L.C.
UNCHANGED1,6401,64000%$203.6K$205.4K+$1.8K2026-10-15
USAdvisors Wealth Management, LLC
INCREASED1,6301,629+1+0%$202.0K$204-$201.8K2026-10-21
New Capital Management LP
UNCHANGED1,6201,62000%$201.2K$202.9K+$1.8K2026-10-29
Centurion Wealth Management LLC
UNCHANGED1,6201,62000%$201.2K$202.9K+$1.8K2026-10-13
Belvedere Trading LLC
NEW1,619—+1,619——$202.8K—2026-11-05
Roger Wittlin Investment Advisory, LLC
NEW1,612—+1,612——$201.9K—2026-10-19
Mill Capital Management, LLC
UNCHANGED1,6001,60000%$198.7K$200.4K+$1.7K2026-10-26
Clean Yield Group
DECREASED1,5722,072-500-24%$257.3K$196.9K-$60.4K2026-10-28
Kennebec Savings Bank
UNCHANGED1,5521,55200%$192.7K$194.4K+$1.7K2026-10-22
Heritage Family Offices, LLP
DECREASED1,5431,625-82-5%$201.8K$193.3K-$8.5K2026-11-02
Davis Capital Management
DECREASED1,5162,869-1,353-47%$356.2K$189.9K-$166.4K2026-10-08
Holos Integrated Wealth LLC
UNCHANGED1,5011,50100%$182.1K$184.1K+$1.9K2026-10-23
StrongBox Wealth, LLC
UNCHANGED1,4841,48400%$184.3K$185.9K+$1.6K2026-11-02
Abound Wealth Management
INCREASED1,474794+680+86%$98.6K$184.6K+$86.0K2026-10-26
Valued Wealth Advisors LLC
INCREASED1,455104+1,351+1299%$12.9K$182.3K+$169.3K2026-11-05
Piscataqua Savings Bank
DECREASED1,4501,600-150-9%$198.7K$181.6K-$17.0K2026-10-21
Viewpoint Capital Management LLC
UNCHANGED1,4481,44800%$179.8K$181.4K+$1.6K2026-10-27
Flagship Wealth Advisors, LLC
UNCHANGED1,4461,44600%$179.6K$181.1K+$1.6K2026-11-03
American National Bank & Trust
DECREASED1,4382,292-854-37%$284.6K$180.1K-$104.5K2026-10-07
Arjuna Capital
DECREASED1,4361,722-286-17%$213.8K$179.8K-$33.9K2026-11-03
SRH Advisors, LLC
UNCHANGED1,4241,42400%$176.8K$178.4K+$1.6K2026-10-22
Sima Wealth Partners, LLC
UNCHANGED1,4161,41600%$175.8K$177.4K+$1.5K2026-10-19
West Branch Capital LLC
UNCHANGED1,4001,40000%$173.8K$175.4K+$1.5K2026-10-20
Silver Grove Financial Group, Inc.
DECREASED1,3761,413-37-3%$175.5K$172.4K-$3.1K2026-11-05
Acumen Wealth Advisors, LLC
INCREASED1,3498+1,341+16763%$994$169.0K+$168.0K2026-11-05
Mosley Wealth Management
INCREASED1,3311,330+1+0%$165.2K$165.3K+$1702026-10-16
Sellwood Investment Partners LLC
UNCHANGED1,3121,31200%$162.9K$164.3K+$1.4K2026-11-03
Peoples Financial Services Corp.
UNCHANGED1,3001,30000%$161.4K$162.8K+$1.4K2026-10-20
Morling Financial Advisors, LLC
UNCHANGED1,2281,22800%$152.5K$153.8K+$1.3K2026-10-28
Milestone Investment Advisors LLC
DECREASED1,2021,275-73-6%$158.3K$150.5K-$7.8K2026-11-05
Beacon Investment Advisory Services, Inc.
UNCHANGED1,1721,17200%$145.5K$146.8K+$1.3K2026-10-13
Capital Investment Counsel, Inc
UNCHANGED1,1001,10000%$136.6K$137.8K+$1.2K2026-10-20
High Note Wealth, LLC
UNCHANGED1,1001,10000%$136.6K$137.8K+$1.2K2026-10-27
Entrust Financial LLC
DECREASED1,0781,127-49-4%$140.0K$135.0K-$5.0K2026-11-04
Investment Research & Advisory Group, Inc.
UNCHANGED1,0481,04800%$130.1K$131.3K+$1.1K2026-10-19
POM Investment Strategies, LLC
NEW1,000—+1,000——$125.3K—2026-10-20
Hickory Point Bank & Trust
UNCHANGED1,0001,00000%$124.2K$125.3K+$1.1K2026-10-01
MB, Levis & Associates, LLC
DECREASED9452,104-1,159-55%$261.2K$118.3K-$142.9K2026-10-16
Trifecta Capital Advisors, LLC
UNCHANGED92892800%$115.2K$116.2K+$1.0K2026-10-21
Hanson & Doremus Investment Management
UNCHANGED90890800%$113.0K$114-$112.9K2026-10-16
3Chopt Investment Partners, LLC
UNCHANGED90090000%$111.8K$112.7K+$9812026-10-30
Rosenberg Matthew Hamilton
UNCHANGED88088000%$109.3K$110.2K+$9592026-10-05
RMG Wealth Management LLC
UNCHANGED88088000%$109.5K$105.7K-$3.8K2026-10-26
Cherry Tree Wealth Management, LLC
DECREASED871872-10%$108.3K$109.1K+$8252026-10-15
Advantage Trust Co
UNCHANGED80080000%$99.3K$100.2K+$8722026-10-19
Winthrop Capital Management, LLC
UNCHANGED80080000%$99.0K$100.2K+$1.2K2026-11-05
Gladwyn Financial Advisors, Inc.
INCREASED781780+1+0%$96.9K$97.9K+$9372026-10-05
Toth Financial Advisory Corp
UNCHANGED76776700%$95.2K$96.1K+$8362026-10-08
Planning Strategies Inc.
UNCHANGED76076000%$94.4K$95.2K+$8292026-10-02
Noble Wealth Management PBC
UNCHANGED75275200%$93.4K$94.2K+$8202026-10-01
Kingdom Financial Group Llc.
INCREASED731216+515+238%$26.9K$91.5K+$64.7K2026-11-04
Cape Investment Advisory, Inc.
DECREASED724732-8-1%$90.9K$90.7K-$2052026-10-13
Versant Capital Management, Inc
UNCHANGED70170100%$87.1K$87.8K+$7642026-10-02
Albion Financial Group
DECREASED7002,688-1,988-74%$333.8K$87.7K-$246.1K2026-10-21
Richardson Financial Services Inc.
UNCHANGED68868800%$85.4K$86.2K+$7502026-10-30
Community Financial Services Group, LLC
INCREASED645568+77+14%$69.9K$81.1K+$11.2K2026-10-15
Cornerstone National Bank & Trust Co
INCREASED623404+219+54%$49.7K$78.3K+$28.6K2026-10-20
Smallwood Wealth Investment Management, LLC
UNCHANGED60060000%$74.5K$75.2K+$6542026-10-30
Quaker Wealth Management, LLC
UNCHANGED60060000%$74.5K$75.2K+$6542026-10-22
Provident Wealth Management, LLC
UNCHANGED60060000%$74.5K$75.2K+$6542026-10-20
Dorato Capital Management
UNCHANGED59659600%$73.9K$76.7K+$2.9K2026-10-08
Westside Investment Management, Inc.
UNCHANGED58058000%$72.0K$72.7K+$6322026-11-02
Lloyd Advisory Services, Llc.
NEW566—+566——$70.9K—2026-11-02
Fairman Group, LLC
UNCHANGED56556500%$70.1K$70.8K+$6632026-10-26
Team Financial Group, LLC
NEW553—+553——$69.3K—2026-10-30
Burk Holdings LLC
UNCHANGED55255200%$68.5K$69.1K+$6022026-11-05
Mowery & Schoenfeld Wealth Management, LLC
NEW522—+522——$65.4K—2026-10-28
Kimelman & Baird, LLC
UNCHANGED52052000%$64.6K$65.1K+$5672026-11-03
Comprehensive Financial Planning, Inc.
DECREASED512577-65-11%$71.6K$64.2K-$7.3K2026-10-27
First Community Trust NA
UNCHANGED50050000%$62.1K$62.6K+$5452026-10-07
Bear Mountain Capital, Inc.
DECREASED499504-5-1%$62.1K$60.6K-$1.5K2026-11-04
Sharper & Granite LLC
DECREASED4803,060-2,580-84%$380.0K$204.7K-$175.3K2026-11-02
American Capital Advisory, LLC
UNCHANGED46446400%$57.6K$58.1K+$5062026-10-28
Signature Equity Partners, LLC
DECREASED447509-62-12%$63.2K$56.0K-$7.2K2026-10-29
Sfam, LLC
UNCHANGED44044000%$54.6K$55.1K+$4792026-11-03
Balance Wealth Partners LLC
NEW424—+424——$53.1K—2026-10-27
Evolution Wealth Management Inc.
DECREASED4241,014-590-58%$125.9K$53.1K-$72.8K2026-10-28
Nvwm, LLC
DECREASED4007,897-7,497-95%$980.6K$50.1K-$930.5K2026-10-14
Main Street Group, LTD
UNCHANGED40040000%$49.7K$50.1K+$4362026-10-28
Cranbrook Wealth Management, LLC
UNCHANGED40040000%$49.7K$50.1K+$4362026-10-28
Bell Investment Advisors, Inc
UNCHANGED37637600%$46.7K$47.1K+$4102026-10-29
Hughes Financial Services, LLC
UNCHANGED36836800%$45.7K$44.6K-$1.1K2026-10-30
Sawyer & Company, Inc
UNCHANGED36436400%$45.2K$45.6K+$3972026-10-21
UMB Private Wealth Management, LLC
NEW336—+336——$42.1K—2026-10-19
Piedmont Capital Management, LLC
DECREASED330660-330-50%$82.0K$41.3K-$40.6K2026-10-21
Citizens National Bank Trust Department
DECREASED300360-60-17%$44.7K$37.6K-$7.1K2026-11-04
BankChampaign, National Association
DECREASED298316-18-6%$39.2K$37.3K-$1.9K2026-10-19
Pathway Financial Advisers, LLC
NEW291—+291——$36.4K—2026-10-27
Axiom Investment Management LLC
UNCHANGED28428400%$35.3K$35.6K+$3102026-11-03
Richards, Merrill & Peterson, Inc.
UNCHANGED27627600%$34.3K$34.6K+$3012026-10-19
Gables Capital Management Inc.
UNCHANGED27627600%$34.3K$34.6K+$3012026-11-04
Networth Advisors, LLC
UNCHANGED27227200%$33.8K$34.1K+$3272026-11-03
Byrne Asset Management LLC
UNCHANGED23623600%$29.3K$29.7K+$3682026-10-06
Gen-Wealth Partners Inc
UNCHANGED23623600%$29.3K$29.6K+$2572026-11-04
Godsey & Gibb, Inc
UNCHANGED23223200%$28.8K$29.1K+$2532026-10-14
Hilton Head Capital Partners, LLC
UNCHANGED22822800%$28.3K$28.6K+$2482026-10-23
Roxbury Financial LLC
UNCHANGED21621600%$26.8K$27.1K+$2352026-10-01
DecisionPoint Financial, LLC
INCREASED202138+64+46%$17.0K$25.4K+$8.4K2026-10-27
Midwest Capital Advisors, LLC
NEW200—+200——$25.1K—2026-11-04
Chilton Capital Management LLC
UNCHANGED20020000%$24.8K$25.1K+$2302026-10-28
Armor Investment Advisors, LLC
UNCHANGED20020000%$24.8K$25.1K+$2182026-10-27
DeDora Capital, Inc.
NEW172—+172——$21.5K—2026-10-26
Nemes Rush Group LLC
UNCHANGED17217200%$21.4K$21.6K+$1882026-11-04
Contravisory Investment Management, Inc.
INCREASED15716+141+881%$2.0K$19.7K+$17.7K2026-10-13
Tower View Wealth Management LLC
DECREASED151238-87-37%$29.5K$18.9K-$10.6K2026-10-23
First Pacific Financial
UNCHANGED14014000%$17.4K$17.6K+$1692026-10-14
Rydar Equities, Inc.
NEW138—+138——$17.7K—2026-10-13
GK Wealth Management LLC
NEW130—+130——$16.3K—2026-10-09
DiNuzzo Private Wealth, Inc.
NEW126—+126——$15.8K—2026-10-16
Dynamic Wealth Strategies, LLC
UNCHANGED10810800%$13.4K$13.5K+$1182026-10-16
Downshift Financial, LLC
UNCHANGED929200%$11.4K$11.5K+$1002026-10-13
Murphy & Mullick Capital Management Corp
UNCHANGED808000%$9.9K$10.0K+$872026-11-02
Granite Investment Partners, LLC
UNCHANGED808000%$9.9K$10.0K+$872026-11-04
Mcdonald Partners LLC
UNCHANGED808000%$9.9K$10.0K+$872026-11-03
Concord Wealth Partners
DECREASED69110-41-37%$13.7K$8.6K-$5.1K2026-11-02
Daytona Street Capital LLC
UNCHANGED686800%$8.4K$8.7K+$2812026-10-15
Wagner Wealth Management, LLC
UNCHANGED686800%$8.4K$8.5K+$742026-10-21
Montgomery Financial Services LLC
NEW55—+55——$6.9K—2026-11-03
Bullock Wealth Management Group
UNCHANGED525200%$6.4K$6.6K+$1412026-10-09
Elevate Wealth Advisory, Inc
UNCHANGED484800%$6.0K$6.0K+$522026-10-29
Buck Wealth Strategies, LLC
DECREASED403,460-3,420-99%$429.6K$5.0K-$424.6K2026-10-28
Horizon Financial Services, LLC
UNCHANGED363600%$4.5K$4.5K+$432026-11-04
Reap Financial Group, LLC
UNCHANGED323200%$4.0K$4.0K+$382026-11-02
1620 Investment Advisors, Inc.
UNCHANGED323200%$4.0K$4.0K+$352026-11-04
IMG Wealth Management, Inc.
NEW16—+16——$2.0K—2026-10-27
MJT & Associates Financial Advisory Group, Inc.
NEW12—+12——$1.5K—2026-10-07
FinArc Investments, Inc.
NEW11—+11——$1.4K—2026-10-14
Jefferies Financial Group Inc.
CLOSED0202,579-202,579-100%$25.2M$0-$25.2M2026-11-05
Newport Capital Group, LLC
CLOSED0153,722-153,722-100%$19.1M$0-$19.1M2026-10-16
FDx Advisors, Inc.
CLOSED0117,083-117,083-100%$14.5M$0-$14.5M2026-11-05
AMI Asset Management Corp
CLOSED075,839-75,839-100%$9.4M$0-$9.4M2026-10-20
Plan Group Financial, LLC
CLOSED020,555-20,555-100%$2.6M$0-$2.6M2026-10-22
Avestar Capital, LLC
CLOSED016,372-16,372-100%$2.0M$0-$2.0M2026-10-28
Asempa Wealth Advisors
CLOSED014,823-14,823-100%$1.8M$0-$1.8M2026-10-07
TBH Global Asset Management, LLC
CLOSED010,474-10,474-100%$1.3M$0-$1.3M2026-11-03
Arbor Capital Management Inc
CLOSED07,642-7,642-100%$884.9K$0-$884.9K2026-10-21
Ardent Capital Management, Inc.
CLOSED06,040-6,040-100%$750.0K$0-$750.0K2026-10-16
Tenzing Financial LLC
CLOSED04,826-4,826-100%$593.6K$0-$593.6K2026-11-03
OAK Ridge Investments LLC
CLOSED04,399-4,399-100%$546.2K$0-$546.2K2026-10-30
Calamos Advisors LLC
CLOSED03,840-3,840-100%$476.8K$0-$476.8K2026-11-02
Regatta Capital Group, LLC
CLOSED03,836-3,836-100%$476.3K$0-$476.3K2026-10-23
Scarborough Advisors, LLC
CLOSED03,211-3,211-100%$390.5K$0-$390.5K2026-10-16
Eastover Investment Advisors LLC
CLOSED02,608-2,608-100%$323.8K$0-$323.8K2026-10-05
Independence Wealth Advisors, LLC
CLOSED02,520-2,520-100%$312.9K$0-$312.9K2026-10-29
Imc-Chicago, LLC
CLOSED02,276-2,276-100%$282.6K$0-$282.6K2026-11-05
QTR Family Wealth, LLC
CLOSED02,238-2,238-100%$277.9K$0-$277.9K2026-11-02
Torray Investment Partners LLC
CLOSED01,972-1,972-100%$244.9K$0-$244.9K2026-10-30
Sound Income Strategies, LLC
CLOSED01,911-1,911-100%$237.3K$0-$237.3K2026-10-09
Factor Wealth Management LTD
CLOSED01,884-1,884-100%$233.9K$0-$233.9K2026-10-08
Wedgewood Investors Inc
CLOSED01,844-1,844-100%$229.0K$0-$229.0K2026-10-28
Kingsbury Capital Investment Advisors LLC
CLOSED01,759-1,759-100%$218.4K$0-$218.4K2026-10-20
PDS Planning, Inc
CLOSED01,732-1,732-100%$215.1K$0-$215.1K2026-11-03
Wright Wealth LLC
CLOSED01,632-1,632-100%$202.6K$0-$202.6K2026-10-29
Pacific Excel Wealth Advisors, Inc.
CLOSED01,625-1,625-100%$201.8K$0-$201.8K2026-10-27
LifeSteps Financial, Inc.
CLOSED01,533-1,533-100%$190.3K$0-$190.3K2026-10-15
Evergreen Private Wealth LLC
CLOSED01,252-1,252-100%$155.5K$0-$155.5K2026-10-30
Costello Asset Management, Inc
CLOSED01,204-1,204-100%$149.5K$0-$149.5K2026-10-30
Atlatl Advisers LLC
CLOSED0320-320-100%$39.7K$0-$39.7K2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0296-296-100%$36.8K$0-$36.8K2026-10-14
Y.D. More Investments Ltd
CLOSED0192-192-100%$23.8K$0-$23.8K2026-11-02
Founders Capital Management
CLOSED0144-144-100%$17.9K$0-$17.9K2026-10-13
Pacifica Partners Inc.
CLOSED072-72-100%$8.7K$0-$8.7K2026-10-09
Tucker Asset Management LLC
CLOSED052-52-100%$6.5K$0-$6.5K2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED000—$736.8K$1.7M+$973.4K2026-10-29
Morgan Stanley
N/A—118,891,881-118,891,881-100%$14.8B———
Bank of America Corp
N/A—108,374,626-108,374,626-100%$13.5B———
FMR LLC
N/A—33,169,533-33,169,533-100%$4.1B———
Goldman Sachs Group Inc
N/A—27,639,586-27,639,586-100%$3.4B———
JPMorgan Chase & Co
N/A—26,211,737-26,211,737-100%$3.2B———
Envestnet Asset Management Inc
N/A—20,963,458-20,963,458-100%$2.6B———
Northern Trust Corp
N/A—19,777,988-19,777,988-100%$2.5B———
UBS Group AG
N/A—18,729,649-18,729,649-100%$2.3B———
Wells Fargo & Company
N/A—17,873,875-17,873,875-100%$2.2B———
LPL Financial LLC
N/A—15,446,900-15,446,900-100%$1.9B———
Raymond James Financial Inc
N/A—13,587,610-13,587,610-100%$1.7B———
PNC Financial Services Group, Inc.
N/A—12,180,504-12,180,504-100%$1.5B———
M&T Bank Corp
N/A—11,685,451-11,685,451-100%$1.5B———
Baird Financial Group, Inc.
N/A—11,588,776-11,588,776-100%$1.4B———
Royal Bank of Canada
N/A—7,480,079-7,480,079-100%$928.8M———
Cetera Investment Advisers
N/A—6,240,599-6,240,599-100%$774.9M———
Ameriprise Financial Inc
N/A—6,003,988-6,003,988-100%$745.5M———
Pinnacle Financial Partners, Inc.
N/A—5,595,573-5,595,573-100%$694.8M———
Circle Wealth Management, LLC
N/A—5,453,892-5,453,892-100%$677.2M———
Focus Partners Wealth
N/A—5,259,237-5,259,237-100%$653.0M———
HighTower Advisors, LLC
N/A—4,976,224-4,976,224-100%$617.9M———
Stifel Financial Corp
N/A—4,628,950-4,628,950-100%$574.8M———
Rockefeller Capital Management L.P.
N/A—4,613,036-4,613,036-100%$572.8M———
BlackRock, Inc.
N/A—4,568,692-4,568,692-100%$567.3M———
Cerity Partners LLC
N/A—4,560,693-4,560,693-100%$566.3M———
CIBC Bancorp USA Inc.
N/A—4,326,938-4,326,938-100%$537.2M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,218,106-4,218,106-100%$523.8M———
Tiaa Wealth Investment Management LLC
N/A—4,158,007-4,158,007-100%$507.2M———
Jones Financial Companies Lllp
N/A—3,978,899-3,978,899-100%$473.9M———
Nuveen, LLC
N/A—3,793,807-3,793,807-100%$471.1M———
Prudential Financial Inc
N/A—3,661,993-3,661,993-100%$454.7M———
Osaic Holdings, Inc.
N/A—3,418,519-3,418,519-100%$424.5M———
Janney Montgomery Scott LLC
N/A—3,115,856-3,115,856-100%$386.9M———
Dynasty Wealth Management, LLC
N/A—2,955,926-2,955,926-100%$367.0M———
Northwestern Mutual Wealth Management Co
N/A—2,701,639-2,701,639-100%$335.5M———
American Century Companies Inc
N/A—2,553,192-2,553,192-100%$317.0M———
1ST Source Bank
N/A—2,376,294-2,376,294-100%$295.1M———
Captrust Financial Advisors
N/A—2,115,746-2,115,746-100%$262.7M———
Mariner, LLC
N/A—1,984,815-1,984,815-100%$246.4M———
Clearstead Advisors, LLC
N/A—1,958,655-1,958,655-100%$243.2M———
MML Investors Services, LLC
N/A—1,934,415-1,934,415-100%$240.2M———
Brown Advisory Inc
N/A—1,925,013-1,925,013-100%$239.0M———
Cresset Asset Management, LLC
N/A—1,809,686-1,809,686-100%$224.7M———
Commerce Bank
N/A—1,805,561-1,805,561-100%$224.2M———
Mercer Global Advisors Inc
N/A—1,643,658-1,643,658-100%$204.1M———
Staley Capital Advisers Inc
N/A—1,633,498-1,633,498-100%$202.8M———
MAI Capital Management
N/A—1,603,274-1,603,274-100%$199.1M———
IEQ Capital, LLC
N/A—1,567,936-1,567,936-100%$194.7M———
Natixis Advisors, LLC
N/A—1,502,127-1,502,127-100%$186.5M———
Beacon Pointe Advisors, LLC
N/A—1,460,176-1,460,176-100%$181.3M———
Waverly Advisors, LLC
N/A—1,393,291-1,393,291-100%$173.0M———
Hackensack Meridian Health, Inc.
N/A—1,313,600-1,313,600-100%$163.1M———
Venturi Wealth Management, LLC
N/A—1,272,355-1,272,355-100%$158.0M———
Bank of Montreal
N/A—1,267,891-1,267,891-100%$157.4M———
Silvercrest Asset Management Group LLC
N/A—1,220,523-1,220,523-100%$151.6M———
Pathstone Holdings, LLC
N/A—1,161,905-1,161,905-100%$144.3M———
Private Advisor Group, LLC
N/A—1,104,755-1,104,755-100%$137.2M———
Moneta Group Investment Advisors LLC
N/A—1,095,395-1,095,395-100%$136.0M———
Stephens Inc
N/A—1,064,094-1,064,094-100%$132.2M———
Sun Mountain Capital Ltd
N/A—1,061,852-1,061,852-100%$131.9M———
NewEdge Wealth, LLC
N/A—1,019,850-1,019,850-100%$126.6M———
Steward Partners Investment Advisory, LLC
N/A—986,551-986,551-100%$122.5M———
Blair William & Co
N/A—973,601-973,601-100%$120.9M———
HSBC Holdings PLC
N/A—921,442-921,442-100%$114.4M———
Johnson Financial Group, Inc.
N/A—919,428-919,428-100%$114.2M———
NewEdge Advisors, LLC
N/A—845,080-845,080-100%$104.9M———
Quantinno Capital Management LP
N/A—839,620-839,620-100%$104.3M———
Baker Avenue Asset Management, LP
N/A—780,204-780,204-100%$96.9M———
EP Wealth Advisors, LLC
N/A—772,054-772,054-100%$95.9M———
AQR Capital Management LLC
N/A—762,666-762,666-100%$94.7M———
Sanctuary Advisors, LLC
N/A—735,866-735,866-100%$91.4M———
Orion Porfolio Solutions, LLC
N/A—710,300-710,300-100%$88.2M———
Ameritas Advisory Services, LLC
N/A—708,413-708,413-100%$88.0M———
BTG Pactual Asset Management US LLC
N/A—701,822-701,822-100%$87.1M———
Bridges Investment Management Inc
N/A—650,736-650,736-100%$80.8M———
Ellenbecker Investment Group
N/A—626,345-626,345-100%$77.8M———
Polen Capital Management LLC
N/A—613,639-613,639-100%$76.2M———
Bank of Nova Scotia
N/A—611,000-611,000-100%$75.9M———
MetLife Investment Management, LLC
N/A—577,300-577,300-100%$71.7M———
Savant Capital, LLC
N/A—535,565-535,565-100%$66.5M———
Victory Capital Management Inc
N/A—533,084-533,084-100%$66.2M———
Wealthspire Advisors, LLC
N/A—530,662-530,662-100%$65.9M———
Hantz Financial Services, Inc.
N/A—529,454-529,454-100%$65.7M———
Alliancebernstein L.P.
N/A—524,413-524,413-100%$223.6M———
Equitable Holdings, Inc.
N/A—505,216-505,216-100%$62.7M———
Baron Silver Stevens Financial Advisors, LLC
N/A—487,084-487,084-100%$60.5M———
Federation des caisses Desjardins du Quebec
N/A—486,452-486,452-100%$60.4M———
Johnson Investment Counsel Inc
N/A—480,326-480,326-100%$59.6M———
Loomis Sayles & Co L P
N/A—475,532-475,532-100%$59.0M———
Franklin Resources Inc
N/A—467,708-467,708-100%$58.1M———
Huntington National Bank
N/A—465,140-465,140-100%$57.8M———
Capstone Financial Advisors, Inc.
N/A—457,245-457,245-100%$56.8M———
Voya Investment Management LLC
N/A—430,780-430,780-100%$53.5M———
United Capital Financial Advisors, LLC
N/A—379,433-379,433-100%$47.1M———
NorthRock Partners, LLC
N/A—378,795-378,795-100%$47.0M———
Hirtle & Co., LLC
N/A—366,232-366,232-100%$45.5M———
Portfolio Strategies, Inc.
N/A—362,252-362,252-100%$45.0M———
BTC Capital Management, Inc.
N/A—358,431-358,431-100%$44.6M———
RWA Wealth Partners, LLC
N/A—357,371-357,371-100%$44.4M———
Newbrook Capital Advisors LP
N/A—339,782-339,782-100%$42.2M———
Callan Family Office, LLC
N/A—330,408-330,408-100%$41.0M———
Modern Wealth Management, LLC
N/A—321,665-321,665-100%$39.9M———
Two Sigma Investments, LP
N/A—320,960-320,960-100%$39.9M———
Allworth Financial LP
N/A—316,475-316,475-100%$39.3M———
Condor Capital Management
N/A—298,760-298,760-100%$37.1M———
Global Retirement Partners, LLC
N/A—298,390-298,390-100%$37.1M———
Simmons Bank
N/A—296,510-296,510-100%$36.8M———
Sheridan Capital Management, LLC
N/A—292,185-292,185-100%$36.3M———
Wellspring Financial Advisors, LLC
N/A—286,136-286,136-100%$35.5M———
SCS Capital Management LLC
N/A—285,437-285,437-100%$35.4M———
Smith, Moore & Co.
N/A—284,924-284,924-100%$35.4M———
WCG Wealth Advisors LLC
N/A—283,345-283,345-100%$35.2M———
Jasper Ridge Partners, L.P.
N/A—278,916-278,916-100%$34.6M———
Clearstead Trust, LLC
N/A—275,194-275,194-100%$34.2M———
BNP Paribas Financial Markets
N/A—274,222-274,222-100%$34.1M———
Arkadios Wealth Advisors
N/A—269,930-269,930-100%$33.5M———
Saiph Capital, LLC
N/A—269,824-269,824-100%$33.5M———
Itau Unibanco Holding S.A.
N/A—268,411-268,411-100%$33.3M———
Deutsche Bank Ag\
N/A—265,351-265,351-100%$32.9M———
Integrated Investment Consultants, LLC
N/A—260,027-260,027-100%$32.3M———
Bluespring Wealth Management, LLC
N/A—257,814-257,814-100%$32.0M———
Envestnet Portfolio Solutions, Inc.
N/A—253,464-253,464-100%$31.5M———
Black Swift Group, LLC
N/A—251,725-251,725-100%$31.3M———
&partners
N/A—246,796-246,796-100%$30.6M———
Nwam LLC
N/A—246,730-246,730-100%$30.6M———
Aptus Capital Advisors, LLC
N/A—245,766-245,766-100%$30.5M———
Legacy Edge Advisors, LLC
N/A—241,524-241,524-100%$30.0M———
Evercore Wealth Management, LLC
N/A—230,399-230,399-100%$28.6M———
Arax Advisory Partners
N/A—229,436-229,436-100%$28.5M———
Summit Wealth Partners, LLC
N/A—226,306-226,306-100%$28.1M———
Ballentine Partners, LLC
N/A—225,231-225,231-100%$28.0M———
Bleakley Financial Group, LLC
N/A—222,999-222,999-100%$27.7M———
Boulder Wealth Advisors, LLC
N/A—222,414-222,414-100%$27.6M———
First National Bank of Omaha
N/A—222,214-222,214-100%$27.1M———
Kayne Anderson Rudnick Investment Management LLC
N/A—211,164-211,164-100%$26.2M———
Accretive Wealth Partners, LLC
N/A—207,276-207,276-100%$25.7M———
Roble, Belko & Company, Inc
N/A—206,612-206,612-100%$25.7M———
Fidelis Capital Partners, LLC
N/A—204,143-204,143-100%$25.3M———
Winslow Capital Management, LLC
N/A—199,230-199,230-100%$24.7M———
Haverford Trust Co
N/A—199,118-199,118-100%$24.7M———
MOR Wealth Management, LLC
N/A—192,949-192,949-100%$24.0M———
Bessemer Group Inc
N/A—190,522-190,522-100%$23.7M———
Focus Partners Advisor Solutions, LLC
N/A—189,347-189,347-100%$23.5M———
Stillwater Capital Advisors, LLC
N/A—185,645-185,645-100%$23.1M———
49 Wealth Management, LLC
N/A—185,469-185,469-100%$23.0M———
Alongside, LLC
N/A—185,469-185,469-100%$23.0M———
Tradition Wealth Management, LLC
N/A—184,576-184,576-100%$22.9M———
Summit Financial, LLC
N/A—182,955-182,955-100%$22.7M———
Bradley Foster & Sargent Inc
N/A—180,937-180,937-100%$22.5M———
SlateStone Wealth, LLC
N/A—179,545-179,545-100%$22.3M———
MJP Associates Inc
N/A—179,521-179,521-100%$22.3M———
O'shaughnessy Asset Management, LLC
N/A—174,810-174,810-100%$21.7M———
Tiaa Trust, National Association
N/A—174,101-174,101-100%$21.6M———
Dorsey & Whitney Trust Co LLC
N/A—174,060-174,060-100%$21.6M———
Merit Financial Group, LLC
N/A—174,053-174,053-100%$21.6M———
Meramec Financial Planners, LLC
N/A—173,170-173,170-100%$20.3M———
Cary Street Partners Financial LLC
N/A—172,465-172,465-100%$21.4M———
Argent Trust Co
N/A—172,407-172,407-100%$21.4M———
Renaissance Technologies LLC
N/A—170,128-170,128-100%$21.1M———
Composition Wealth, LLC
N/A—165,988-165,988-100%$20.6M———
Keel Point, LLC
N/A—165,049-165,049-100%$20.5M———
Jennison Associates LLC
N/A—164,899-164,899-100%$20.5M———
Great Valley Advisor Group, Inc.
N/A—163,398-163,398-100%$20.3M———
Pointe Capital Management LLC
N/A—162,841-162,841-100%$20.2M———
Nvest Financial, LLC
N/A—160,871-160,871-100%$20.0M———
Freestone Capital Holdings, LLC
N/A—158,514-158,514-100%$19.7M———
Westshore Wealth, LLC
N/A—158,086-158,086-100%$19.6M———
First Foundation Advisors
N/A—157,598-157,598-100%$19.6M———
SEI Investments Co
N/A—155,716-155,716-100%$19.3M———
Gotham Asset Management, LLC
N/A—153,260-153,260-100%$19.0M———
Choate Investment Advisors
N/A—153,044-153,044-100%$19.0M———
Objectivity Squared, LLC
N/A—152,031-152,031-100%$18.9M———
HBK Sorce Advisory LLC
N/A—152,031-152,031-100%$18.8M———
Price T Rowe Associates Inc
N/A—150,503-150,503-100%$18.7M———
UBS Asset Management Americas LLC
N/A—148,758-148,758-100%$18.5M———
Whittier Trust Co
N/A—148,100-148,100-100%$18.2M———
Integrated Wealth Concepts LLC
N/A—145,281-145,281-100%$18.0M———
Curi Capital, LLC
N/A—142,588-142,588-100%$17.7M———
D. E. Shaw & Co., Inc.
N/A—141,164-141,164-100%$17.5M———
JMG Financial Group, Ltd.
N/A—139,940-139,940-100%$17.4M———
Stratos Wealth Partners, Ltd.
N/A—139,683-139,683-100%$17.3M———
Allianz Asset Management GmbH
N/A—139,435-139,435-100%$17.3M———
Rhumbline Advisers
N/A—138,518-138,518-100%$17.2M———
Walsh & Associates, LLC
N/A—136,802-136,802-100%$17.0M———
MidFirst Bank
N/A—135,960-135,960-100%$16.9M———
IHT Wealth Management, LLC
N/A—135,763-135,763-100%$16.9M———
Intrepid Financial Planning Group LLC
N/A—134,146-134,146-100%$16.7M———
Summit Trail Advisors, LLC
N/A—133,199-133,199-100%$16.5M———
Compass Financial Group, Inc.
N/A—130,115-130,115-100%$16.2M———
Bitterroot Capital Advisors LLC
N/A—128,692-128,692-100%$16.0M———
Sequoia Financial Advisors, LLC
N/A—123,391-123,391-100%$15.3M———
Bcgm Wealth Management, LLC
N/A—120,216-120,216-100%$14.9M———
Vanguard National Trust Co
N/A—119,815-119,815-100%$14.9M———
Brand Asset Management Group, Inc.
N/A—118,272-118,272-100%$14.7M———
Star Financial Bank
N/A—117,458-117,458-100%$14.6M———
One Wealth Advisors, LLC
N/A—115,589-115,589-100%$14.4M———
Denver Wealth Management, Inc.
N/A—113,385-113,385-100%$14.1M———
Snowden Capital Advisors LLC
N/A—111,495-111,495-100%$13.8M———
Hardy Reed LLC
N/A—110,536-110,536-100%$13.7M———
Advisory Services Network, LLC
N/A—110,367-110,367-100%$13.7M———
Flputnam Investment Management Co
N/A—109,967-109,967-100%$13.6M———
Peapack Gladstone Financial Corp
N/A—109,069-109,069-100%$13.5M———
Townsquare Capital LLC
N/A—108,699-108,699-100%$13.5M———
Vestmark Advisory Solutions, Inc.
N/A—108,642-108,642-100%$13.5M———
Prosperity Consulting Group, LLC
N/A—108,037-108,037-100%$13.4M———
Arete Wealth Advisors, LLC
N/A—106,547-106,547-100%$13.2M———
CIBC World Market Inc.
N/A—103,844-103,844-100%$12.9M———
Toronto Dominion Bank
N/A—103,455-103,455-100%$12.8M———
Napier Financial, LLC
N/A—103,237-103,237-100%$12.8M———
OneDigital Investment Advisors LLC
N/A—102,975-102,975-100%$12.8M———
Western Wealth Management, LLC
N/A—102,796-102,796-100%$12.8M———
Laird Norton Wetherby Trust Company, LLC
N/A—98,815-98,815-100%$12.3M———
Tobias Financial Advisors, Inc.
N/A—98,443-98,443-100%$12.2M———
Highland Investment Advisors LLC
N/A—98,010-98,010-100%$12.2M———
Dakota Wealth Management
N/A—97,216-97,216-100%$12.1M———
Ethos Financial Group, LLC
N/A—96,128-96,128-100%$11.5M———
Financial Engines Advisors L.L.C.
N/A—95,461-95,461-100%$11.9M———
Coldstream Capital Management Inc
N/A—94,782-94,782-100%$11.8M———
FLC Capital Advisors
N/A—93,932-93,932-100%$11.7M———
Presper Financial Architects, LLC
N/A—92,027-92,027-100%$11.4M———
Stock Yards Bank & Trust Co
N/A—91,899-91,899-100%$11.4M———
Neuberger Berman Group LLC
N/A—91,316-91,316-100%$11.3M———
Paragon Financial Partners, Inc.
N/A—90,634-90,634-100%$10.7M———
Zuckerman Investment Group, LLC
N/A—89,275-89,275-100%$11.1M———
BFC Planning, Inc.
N/A—88,087-88,087-100%$10.9M———
Permanens Capital L.P.
N/A—87,760-87,760-100%$10.9M———
Truepoint, Inc.
N/A—87,449-87,449-100%$10.9M———
Quest Investment Management LLC
N/A—86,659-86,659-100%$10.8M———
AlTi Global, Inc.
N/A—86,510-86,510-100%$10.7M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—86,473-86,473-100%$10.7M———
Sound View Wealth Advisors Group, LLC
N/A—86,316-86,316-100%$10.7M———
BBR Partners, LLC
N/A—85,231-85,231-100%$10.6M———
Kingsview Wealth Management, LLC
N/A—85,213-85,213-100%$10.6M———
Diversified Trust Co
N/A—84,704-84,704-100%$10.5M———
Fiduciary Trust Co
N/A—84,585-84,585-100%$10.5M———
Next Capital Management LLC
N/A—84,480-84,480-100%$10.5M———
IFG Advisory, LLC
N/A—84,313-84,313-100%$10.5M———
Paladin Advisory Group, LLC
N/A—83,186-83,186-100%$10.3M———
Community Bank, N.A.
N/A—82,692-82,692-100%$10.3M———
Pure Financial Advisors, LLC
N/A—82,068-82,068-100%$10.2M———
SOA Wealth Advisors, Llc.
N/A—81,142-81,142-100%$10.1M———
Berkshire Asset Management LLC
N/A—80,832-80,832-100%$10.0M———
Holistic Financial Partners
N/A—80,797-80,797-100%$10.0M———
TCW Group Inc
N/A—80,180-80,180-100%$10.0M———
Hilltop Holdings Inc.
N/A—79,007-79,007-100%$9.8M———
Personal CFO Solutions, LLC
N/A—78,298-78,298-100%$9.7M———
Bawa N Mallick Trust
N/A—78,200-78,200-100%$9.7M———
Potentia Wealth
N/A—78,024-78,024-100%$9.7M———
Meridian Wealth Advisors, LLC
N/A—75,845-75,845-100%$9.4M———
GTS Securities LLC
N/A—75,755-75,755-100%$9.4M———
Caprock Group, LLC
N/A—75,225-75,225-100%$9.3M———
Mutual Advisors, LLC
N/A—73,812-73,812-100%$9.2M———
Rothschild Investment LLC
N/A—73,747-73,747-100%$9.2M———
TFO Wealth Partners, LLC
N/A—73,568-73,568-100%$9.1M———
Counterweight Ventures, LLC
N/A—73,190-73,190-100%$9.1M———
Alesco Advisors, LLC, An ESL Co
N/A—72,586-72,586-100%$9.0M———
Northstar Group, Inc.
N/A—72,308-72,308-100%$9.0M———
Tanglewood Legacy Advisors, LLC
N/A—71,396-71,396-100%$8.9M———
Ancora Advisors LLCA
N/A—70,707-70,707-100%$8.8M———
Rehmann Capital Advisory Group
N/A—69,976-69,976-100%$8.7M———
Osbon Capital Management LLC
N/A—69,840-69,840-100%$8.7M———
Cornerstone Advisory, LLC
N/A—69,769-69,769-100%$8.7M———
Quent Capital, LLC
N/A—69,384-69,384-100%$8.6M———
Pitcairn Wealth Advisors LLC
N/A—67,648-67,648-100%$8.4M———
Ruggaard & Associates LLC
N/A—67,592-67,592-100%$8.4M———
TPG Financial Advisors, LLC
N/A—67,215-67,215-100%$8.3M———
Nomura Asset Management International Inc.
N/A—66,640-66,640-100%$8.3M———
UMB Bank, n.a.
N/A—66,569-66,569-100%$8.3M———
Nicolet Bankshares Inc
N/A—66,486-66,486-100%$8.2M———
Money Concepts Capital Corp
N/A—66,000-66,000-100%$8.2M———
Dimension Capital Management LLC
N/A—64,412-64,412-100%$8.0M———
Mathes Company, Inc.
N/A—64,000-64,000-100%$7.9M———
Talisman Wealth Advisors LLC
N/A—63,410-63,410-100%$7.9M———
Buffalo Business & Estate Services LTD
N/A—63,166-63,166-100%$7.8M———
Apriem Advisors
N/A—62,418-62,418-100%$7.8M———
Legal & General Group Plc
N/A—62,140-62,140-100%$7.6M———
Cornerstone Advisors Asset Management, LLC
N/A—60,700-60,700-100%$7.5M———
Canal Capital Management, LLC
N/A—59,449-59,449-100%$7.4M———
Level Four Advisory Services, LLC
N/A—59,356-59,356-100%$7.4M———
Widmann Financial Services, Inc.
N/A—58,788-58,788-100%$7.3M———
Gladstone Institutional Advisory LLC
N/A—58,453-58,453-100%$7.3M———
Tolleson Wealth Management, Inc.
N/A—57,800-57,800-100%$7.2M———
Valmark Advisers, Inc.
N/A—57,768-57,768-100%$7.2M———
Brown Brothers Harriman & Co
N/A—57,160-57,160-100%$7.1M———
Osborne Partners Capital Management, LLC
N/A—56,840-56,840-100%$7.1M———
Tocqueville Asset Management L.P.
N/A—55,696-55,696-100%$6.9M———
AE Wealth Management LLC
N/A—55,249-55,249-100%$6.9M———
Serenus Wealth Advisors, LLC
N/A—55,031-55,031-100%$6.8M———
Leavell Investment Management, Inc.
N/A—54,777-54,777-100%$6.8M———
Family Manage LLC
N/A—54,583-54,583-100%$6.8M———
First Western Trust Bank
N/A—54,374-54,374-100%$6.8M———
Leigh Baldwin & Co., LLC
N/A—54,350-54,350-100%$6.7M———
Monetary Management Group Inc
N/A—53,934-53,934-100%$6.7M———
Xcelsior Advisor Partners LLC
N/A—53,094-53,094-100%$6.6M———
Warner Group LLC
N/A—51,820-51,820-100%$6.4M———
Icon Wealth Advisors, LLC
N/A—50,879-50,879-100%$6.3M———
Lowery Thomas, LLC
N/A—50,685-50,685-100%$6.3M———
Spirepoint Private Client, LLC
N/A—50,168-50,168-100%$6.2M———
CreativeOne Wealth, LLC
N/A—49,610-49,610-100%$6.2M———
Essex Financial Services, Inc.
N/A—49,534-49,534-100%$6.2M———
Jordan Park Group LLC
N/A—48,620-48,620-100%$6.0M———
Alta Wealth Advisors LLC
N/A—48,535-48,535-100%$6.0M———
Okabena Investment Services Inc
N/A—47,932-47,932-100%$6.0M———
City National Bank of Florida
N/A—47,790-47,790-100%$5.9M———
Squarepoint Ops LLC
N/A—47,283-47,283-100%$5.9M———
Fisher Asset Management, LLC
N/A—47,235-47,235-100%$5.9M———
Savvy Advisors, Inc.
N/A—46,905-46,905-100%$5.8M———
Vista Capital Partners, Inc.
N/A—45,973-45,973-100%$5.7M———
Harbour Investments, Inc.
N/A—45,880-45,880-100%$5.7M———
Disciplined Investments, LLC
N/A—45,338-45,338-100%$5.6M———
Lowe Brockenbrough & Co Inc
N/A—44,630-44,630-100%$5.5M———
Zacks Investment Management
N/A—43,792-43,792-100%$5.4M———
Stonebridge Capital Advisors LLC
N/A—43,782-43,782-100%$5.4M———
Concord Investment Counsel Inc.
N/A—43,657-43,657-100%$5.3M———
One Capital Management, LLC
N/A—43,463-43,463-100%$18.5M———
Davis R M Inc
N/A—43,336-43,336-100%$5.4M———
Great Lakes Advisors, LLC
N/A—43,268-43,268-100%$5.4M———
Paces Ferry Wealth Advisors, LLC
N/A—42,397-42,397-100%$5.3M———
Vance Wealth, LLC
N/A—42,353-42,353-100%$5.3M———
Retirement Income Solutions, Inc
N/A—42,222-42,222-100%$18.0M———
Summit Wealth & Retirement Planning, Inc.
N/A—41,871-41,871-100%$5.2M———
Hancock Whitney Corp
N/A—41,646-41,646-100%$5.2M———
Silver OAK Securities, Incorporated
N/A—40,983-40,983-100%$5.1M———
Zions Bancorporation, National Association
N/A—40,623-40,623-100%$5.0M———
Jupiter Topco LLC
N/A—40,191-40,191-100%$5.0M———
Darwin Wealth Management, LLC
N/A—39,829-39,829-100%$4.9M———
Tandem Financial, LLC
N/A—39,682-39,682-100%$4.9M———
Sierra Capital LLC
N/A—38,872-38,872-100%$4.8M———
Mosaic Family Wealth Partners, LLC
N/A—38,191-38,191-100%$4.7M———
HighPoint Advisor Group LLC
N/A—38,084-38,084-100%$4.7M———
Regal Investment Advisors LLC
N/A—38,081-38,081-100%$4.7M———
RiverFront Investment Group, LLC
N/A—37,804-37,804-100%$4.7M———
Chilton Investment Co Inc.
N/A—37,798-37,798-100%$4.7M———
Qube Research & Technologies Ltd
N/A—37,618-37,618-100%$4.7M———
Belpointe Asset Management LLC
N/A—36,711-36,711-100%$4.6M———
Bollard Group LLC
N/A—36,092-36,092-100%$4.5M———
Oxford Financial Group, Ltd. LLC
N/A—35,948-35,948-100%$4.5M———
Whittier Trust Co of Nevada Inc
N/A—35,822-35,822-100%$4.3M———
Evergreen Wealth Partners LLC
N/A—35,566-35,566-100%$4.4M———
Kintra Wealth, LLC
N/A—35,459-35,459-100%$4.5M———
Permanent Capital Management, LP
N/A—35,109-35,109-100%$4.4M———
Clarion Wealth Managment Partners, LLC
N/A—34,983-34,983-100%$4.3M———
Quotient Wealth Partners, LLC
N/A—34,500-34,500-100%$4.3M———
Founders Financial Alliance, LLC
N/A—34,182-34,182-100%$4.2M———
Jane Street Group, LLC
N/A—34,120-34,120-100%$4.2M———
Wharton Business Group, LLC
N/A—34,088-34,088-100%$4.2M———
SVB Wealth LLC
N/A—34,040-34,040-100%$4.2M———
Millennium Management LLC
N/A—33,944-33,944-100%$4.2M———
Massachusetts Financial Services Co
N/A—33,736-33,736-100%$4.2M———
Foundations Investment Advisors, LLC
N/A—33,322-33,322-100%$4.1M———
Clark Capital Management Group, Inc.
N/A—33,284-33,284-100%$4.1M———
Monograph Wealth Advisors, LLC
N/A—33,195-33,195-100%$4.1M———
Stonebridge Financial Planning Group, LLC
N/A—33,033-33,033-100%$4.1M———
Pgim Custom Harvest LLC
N/A—32,870-32,870-100%$4.1M———
FAS Wealth Partners, Inc.
N/A—32,779-32,779-100%$4.1M———
Quantum Portfolio Management LLC
N/A—32,702-32,702-100%$4.1M———
Mayport, LLC
N/A—32,560-32,560-100%$4.0M———
SouthState Bank Corp
N/A—32,209-32,209-100%$4.0M———
Bartlett & Co. Wealth Management LLC
N/A—32,038-32,038-100%$4.0M———
QRG Capital Management, Inc.
N/A—32,001-32,001-100%$4.0M———
IFC Advisors LLC
N/A—31,936-31,936-100%$4.0M———
Ducere Wealth Management LLC
N/A—31,783-31,783-100%$3.9M———
Strive Financial Group,LLC
N/A—31,507-31,507-100%$3.9M———
PAX Financial Group, LLC
N/A—31,204-31,204-100%$3.9M———
Retirement Management Systems Inc.
N/A—31,155-31,155-100%$3.9M———
Goodman Financial Corp
N/A—31,096-31,096-100%$3.9M———
Forum Finance Group S.A.
N/A—30,964-30,964-100%$3.1K———
Meridian Management Co
N/A—30,620-30,620-100%$3.8M———
Ausdal Financial Partners, Inc.
N/A—30,470-30,470-100%$3.8M———
Iconiq Capital, LLC
N/A—30,332-30,332-100%$3.8M———
Brightwater Advisory LLC
N/A—30,268-30,268-100%$3.8M———
Perennial Investment Advisors, LLC
N/A—30,085-30,085-100%$3.7M———
Fiducient Advisors LLC
N/A—29,962-29,962-100%$3.7M———
Transamerica Financial Advisors, LLC
N/A—29,678-29,678-100%$3.7M———
Bogart Wealth, LLC
N/A—29,476-29,476-100%$3.7M———
Kapstone Financial Advisors LLC
N/A—29,236-29,236-100%$3.6M———
Ehrenkranz Partners L.P.
N/A—29,042-29,042-100%$3.6M———
Burling Wealth Partners, LLC
N/A—28,943-28,943-100%$3.6M———
Empower Advisory Group, LLC
N/A—28,846-28,846-100%$3.6M———
Atlantic Union Bankshares Corp
N/A—28,597-28,597-100%$3.6M———
ProVise Management Group, LLC
N/A—28,428-28,428-100%$3.5M———
Q3 Asset Management
N/A—28,262-28,262-100%$3.5M———
Ramirez Asset Management, Inc.
N/A—28,200-28,200-100%$3.5M———
Azimuth Capital Investment Management LLC
N/A—27,856-27,856-100%$3.5M———
SG Americas Securities, LLC
N/A—27,747-27,747-100%$3.4M———
Tilson Financial Group, Inc.
N/A—27,440-27,440-100%$3.4M———
First Trust Advisors LP
N/A—27,281-27,281-100%$3.4M———
Insight 2811, Inc.
N/A—26,212-26,212-100%$3.3M———
Formulate Financial LLC
N/A—26,141-26,141-100%$3.2M———
Becker Capital Management Inc
N/A—26,093-26,093-100%$3.2M———
Capital Analysts, LLC
N/A—25,811-25,811-100%$3.2M———
Cannell & Spears LLC
N/A—25,661-25,661-100%$3.2M———
WealthShield Partners, LLC
N/A—25,503-25,503-100%$3.2M———
Crewe Advisors LLC
N/A—24,743-24,743-100%$3.1M———
Granite Harbor Advisors, Inc.
N/A—24,730-24,730-100%$3.1M———
Addison Capital Co
N/A—24,718-24,718-100%$3.1M———
Betterment LLC
N/A—24,645-24,645-100%$3.1M———
Principal Securities, Inc.
N/A—24,579-24,579-100%$3.1M———
Capital Group Private Client Services, Inc.
N/A—24,456-24,456-100%$3.0M———
Proactive Wealth Strategies LLC
N/A—24,327-24,327-100%$3.0M———
Cascade Financial Partners, LLC
N/A—24,224-24,224-100%$3.0M———
World Investment Advisors
N/A—24,137-24,137-100%$8.3M———
Wescott Financial Advisory Group, LLC
N/A—24,062-24,062-100%$3.0M———
Russell Investments Group, Ltd.
N/A—23,967-23,967-100%$3.0M———
Beaton Management Co. Inc.
N/A—23,840-23,840-100%$3.0M———
Cloud Capital Management, LLC
N/A—23,840-23,840-100%$3.0M———
Independent Advisor Alliance
N/A—23,662-23,662-100%$2.9M———
Northeast Planning Associates, Inc. / NH /
N/A—23,170-23,170-100%$2.7M———
Wick Capital Partners, LLC
N/A—22,987-22,987-100%$2.9M———
Wellington Management Group LLP
N/A—22,929-22,929-100%$2.8M———
Empirical Asset Management, LLC
N/A—22,914-22,914-100%$2.8M———
Texas Capital Bank Wealth Management Services Inc
N/A—22,589-22,589-100%$2.8M———
Perissos Private Wealth Management, LLC
N/A—22,403-22,403-100%$2.8M———
Sands Capital Management, LLC
N/A—22,200-22,200-100%$2.8M———
Nest Investments, LLC
N/A—21,954-21,954-100%$2.7M———
Investment Advisory Group, LLC
N/A—21,642-21,642-100%$2.7M———
Legacy Trust
N/A—21,501-21,501-100%$2.7M———
NorthCoast Asset Management LLC
N/A—21,471-21,471-100%$2.7M———
Index Technologies Group LLC
N/A—21,466-21,466-100%$2.7M———
Main Street Financial Solutions, LLC
N/A—21,402-21,402-100%$2.7M———
Insigneo Advisory Services, LLC
N/A—21,100-21,100-100%$2.6M———
Bearing Point Capital, LLC
N/A—20,964-20,964-100%$2.6M———
Providence Capital Advisors, LLC
N/A—20,541-20,541-100%$2.6M———
Symphony Financial Services, Inc.
N/A—20,451-20,451-100%$2.5M———
CCG Wealth Management, LLC
N/A—20,200-20,200-100%$2.5M———
West Michigan Advisors, LLC
N/A—19,929-19,929-100%$2.5M———
Performance Wealth Partners, LLC
N/A—19,843-19,843-100%$2.5M———
Waterloo Capital, L.P.
N/A—19,769-19,769-100%$2.5M———
Stonebridge Financial Group, LLC / MO
N/A—19,539-19,539-100%$2.4M———
Colonial Trust Co / SC
N/A—19,459-19,459-100%$2.4M———
Petix & Botte Co
N/A—19,348-19,348-100%$2.4M———
BOK Financial Private Wealth, Inc.
N/A—19,277-19,277-100%$2.4M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—19,269-19,269-100%$2.4M———
Biondo Investment Advisors, LLC
N/A—19,132-19,132-100%$2.4M———
PlanVest Financial, Inc
N/A—19,048-19,048-100%$2.4M———
Tower Research Capital LLC (TRC)
N/A—18,884-18,884-100%$2.3M———
Fortis Capital Advisors, LLC
N/A—18,781-18,781-100%$2.3M———
Glassman Wealth Services
N/A—18,716-18,716-100%$2.3M———
Rasp Wealth Solutions, LLC
N/A—18,603-18,603-100%$2.3M———
Clifford Group, LLC
N/A—18,497-18,497-100%$2.3M———
Matrix Private Capital Group LLC
N/A—18,463-18,463-100%$2.3M———
Zhang Financial LLC
N/A—18,458-18,458-100%$2.3M———
Thomasville National Bank
N/A—18,356-18,356-100%$2.3M———
Boston Partners
N/A—18,300-18,300-100%$2.3M———
Bedel Financial Consulting, Inc.
N/A—18,197-18,197-100%$2.3M———
Transcend Capital Advisors, LLC
N/A—18,125-18,125-100%$2.3M———
Cardiff Park Advisors, LLC
N/A—17,893-17,893-100%$2.2M———
Park Place Capital Corp
N/A—17,686-17,686-100%$2.2M———
VeraBank, N.A.
N/A—17,672-17,672-100%$2.2M———
Roehl & Yi Investment Advisors, LLC
N/A—17,391-17,391-100%$2.2M———
Westwood Holdings Group Inc
N/A—17,376-17,376-100%$2.2M———
Castle Wealth Management LLC
N/A—17,232-17,232-100%$2.1M———
HHM Wealth Advisors, LLC
N/A—17,220-17,220-100%$2.1M———
Cascade Wealth Advisors, Inc
N/A—17,116-17,116-100%$2.1M———
Sfmg, LLC
N/A—17,087-17,087-100%$2.1M———
Cedarwood Wealth LLC
N/A—17,030-17,030-100%$2.1M———
PFG Investments, LLC
N/A—16,953-16,953-100%$2.1M———
BSW Wealth Partners
N/A—16,806-16,806-100%$2.1M———
Empowered Funds, LLC
N/A—16,599-16,599-100%$2.1M———
RiverGlades Family Offices LLC
N/A—16,528-16,528-100%$2.1M———
Broadview Financial Management, LLC
N/A—16,499-16,499-100%$2.0M———
Private Wealth Asset Management, LLC
N/A—16,304-16,304-100%$2.0M———
Planning Alternatives LTD
N/A—16,252-16,252-100%$2.0M———
Manhattan West Asset Management, LLC
N/A—16,139-16,139-100%$2.0M———
AFT, Forsyth & Company, Inc.
N/A—16,021-16,021-100%$2.0M———
Pinebridge Investments LLC
N/A—15,960-15,960-100%$2.0M———
Jaffetilchin Investment Partners, LLC
N/A—15,591-15,591-100%$1.9M———
National Bank of Canada
N/A—15,570-15,570-100%$1.9M———
Twin Peaks Wealth Advisors, LLC
N/A—15,517-15,517-100%$1.9M———
RPg Family Wealth Advisory, LLC
N/A—15,493-15,493-100%$1.9M———
Risk Paradigm Group, LLC
N/A—15,477-15,477-100%$1.9M———
Smartleaf Asset Management LLC
N/A—15,472-15,472-100%$1.9M———
Vigil Wealth Management, LLC
N/A—15,340-15,340-100%$1.9M———
Stratos Wealth Advisors, LLC
N/A—15,327-15,327-100%$1.9M———
Ellevest, Inc.
N/A—15,322-15,322-100%$2.0M———
Geneos Wealth Management Inc.
N/A—15,308-15,308-100%$1.9M———
Donaldson Capital Management, LLC
N/A—15,303-15,303-100%$1.9M———
Pursue Wealth Partners LLC
N/A—15,224-15,224-100%$1.9M———
Nikulski Financial, Inc.
N/A—15,201-15,201-100%$1.9M———
Earned Wealth Advisors, LLC
N/A—15,193-15,193-100%$1.9M———
Riverpoint Wealth Management Holdings, LLC
N/A—15,130-15,130-100%$1.9M———
EWA, LLC
N/A—15,099-15,099-100%$1.9M———
Kovack Advisors, Inc.
N/A—15,091-15,091-100%$1.9M———
Castleark Management LLC
N/A—15,080-15,080-100%$1.9M———
BHK Investment Advisors, LLC
N/A—15,045-15,045-100%$1.9M———
National Philanthropic Trust
N/A—15,006-15,006-100%$1.9M———
HTG Investment Advisors, Inc.
N/A—14,984-14,984-100%$1.9M———
Jupiter Wealth Management LLC
N/A—14,940-14,940-100%$1.9M———
Wealthspire Retirement, LLC
N/A—14,877-14,877-100%$1.8M———
Mason Investment Advisory Services, Inc.
N/A—14,824-14,824-100%$1.8M———
Fred Alger Management, LLC
N/A—14,772-14,772-100%$0———
Brio Consultants, LLC
N/A—14,718-14,718-100%$1.8M———
Vanguard Advisers Inc
N/A—14,705-14,705-100%$1.8M———
Eldridge Investment Advisors, Inc.
N/A—14,347-14,347-100%$1.8M———
Aspen Grove Capital, LLC
N/A—14,100-14,100-100%$1.8M———
MWA Asset Management
N/A—14,046-14,046-100%$1.7M———
Forum Private Client Group LLC
N/A—14,022-14,022-100%$1.7M———
Gamco Investors, Inc. ET AL
N/A—14,000-14,000-100%$1.7M———
Keebeck Wealth Management
N/A—13,984-13,984-100%$1.7M———
TFR Capital, Llc.
N/A—13,852-13,852-100%$1.7M———
Regimen Wealth, LLC
N/A—13,837-13,837-100%$1.7M———
American Trust
N/A—13,615-13,615-100%$1.7M———
Stratos Investment Management, LLC
N/A—13,607-13,607-100%$1.7M———
Golden Road Advisors LLC
N/A—13,592-13,592-100%$1.7M———
American Investment Services, Inc.
N/A—13,557-13,557-100%$1.7M———
Gateway Wealth Partners, LLC
N/A—13,338-13,338-100%$1.7M———
Falcon Wealth Planning
N/A—13,276-13,276-100%$1.6M———
Partners in Financial Planning
N/A—13,252-13,252-100%$1.6M———
Schnieders Capital Management, Llc.
N/A—13,216-13,216-100%$1.6M———
Forefront Wealth Partners, LLC
N/A—13,142-13,142-100%$1.6M———
HFG Advisors, Inc.
N/A—13,104-13,104-100%$1.6M———
Ballast Advisors LLC
N/A—12,962-12,962-100%$1.6M———
Beaird Harris Wealth Management, LLC
N/A—12,915-12,915-100%$1.6M———
Kera Capital Partners, Inc.
N/A—12,868-12,868-100%$1.6M———
Westmount Partners, LLC
N/A—12,819-12,819-100%$1.6M———
17 Capital Partners, LLC
N/A—12,797-12,797-100%$1.6M———
Baltimore-Washington Financial Advisors, Inc.
N/A—12,730-12,730-100%$1.6M———
Atalanta Sosnoff Capital, LLC
N/A—12,655-12,655-100%$1.6M———
LM Advisors LLC
N/A—12,644-12,644-100%$1.6M———
Sharp Wealth Advisory, LLC
N/A—12,535-12,535-100%$1.6M———
Barclays PLC
N/A—12,386-12,386-100%$1.5M———
Rothschild Wealth LLC
N/A—12,370-12,370-100%$1.5M———
Asset Management Group, Inc.
N/A—12,340-12,340-100%$1.5M———
Portland Global Advisors LLC
N/A—12,332-12,332-100%$1.5M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—12,284-12,284-100%$1.5M———
Coastal Bridge Advisors, LLC
N/A—12,225-12,225-100%$1.5M———
Wellington Grp LLC
N/A—12,208-12,208-100%$1.5M———
Tortoise Investment Management, LLC
N/A—12,172-12,172-100%$1.5M———
Destination Wealth Management
N/A—12,128-12,128-100%$1.5M———
Strategies Wealth Advisors, LLC
N/A—12,110-12,110-100%$1.5M———
Silicon Valley Capital Partners
N/A—12,084-12,084-100%$1.5M———
Riverview Capital Advisers, LLC
N/A—12,075-12,075-100%$1.5M———
Banco Santander, S.A.
N/A—12,000-12,000-100%$1.5M———
M. Kulyk & Associates, LLC
N/A—11,948-11,948-100%$1.5M———
Farmers National Bank
N/A—11,948-11,948-100%$1.5M———
United Bank
N/A—11,904-11,904-100%$1.5M———
First Commonwealth Financial Corp
N/A—11,864-11,864-100%$1.5M———
Harvest Investment Services, LLC
N/A—11,835-11,835-100%$1.5M———
LRI Investments, LLC
N/A—11,812-11,812-100%$1.5M———
Barnes Pettey Financial Advisors, LLC
N/A—11,808-11,808-100%$1.5M———
Northstar Financial Companies, Inc.
N/A—11,757-11,757-100%$1.5M———
Kesler, Norman & Wride, LLC
N/A—11,728-11,728-100%$1.5M———
PIN OAK Investment Advisors Inc
N/A—11,598-11,598-100%$1.4M———
Rollins Financial Advisors, LLC
N/A—11,562-11,562-100%$1.4M———
Bienville Capital Management, LLC
N/A—11,540-11,540-100%$1.4M———
Centennial Bank
N/A—11,490-11,490-100%$1.4M———
Alteri Wealth LLC
N/A—11,443-11,443-100%$1.4M———
XTX Topco Ltd
N/A—11,371-11,371-100%$1.4M———
Rockbridge Investment Management, LCC
N/A—11,276-11,276-100%$1.4M———
First Manhattan Co. Llc.
N/A—11,256-11,256-100%$1.4M———
TAGStone Capital, Inc.
N/A—11,234-11,234-100%$1.4M———
Pine Valley Investments Ltd Liability Co
N/A—11,226-11,226-100%$1.4M———
BCI Securities, Inc.
N/A—11,188-11,188-100%$1.4M———
Maxele Advisors, LLC
N/A—11,154-11,154-100%$1.4M———
Latko Wealth Management, Ltd.
N/A—11,106-11,106-100%$1.4M———
Wealthedge Investment Advisors, LLC
N/A—11,074-11,074-100%$1.4M———
Klcm Advisors, Inc.
N/A—10,980-10,980-100%$1.4M———
Berkeley Capital Partners, LLC
N/A—10,907-10,907-100%$1.4M———
Cozad Asset Management Inc
N/A—10,844-10,844-100%$1.3M———
Advisors Capital Management, LLC
N/A—10,806-10,806-100%$1.3M———
Naviter Wealth, LLC
N/A—10,800-10,800-100%$1.3M———
FWL Investment Management, LLC
N/A—10,700-10,700-100%$1.3M———
Rice Partnership, LLC
N/A—10,648-10,648-100%$1.3M———
R.H. Investment Group, LLC
N/A—10,592-10,592-100%$1.3M———
Aventura Private Wealth, LLC
N/A—10,548-10,548-100%$1.3M———
Spinnaker Trust
N/A—10,544-10,544-100%$1.3M———
Wealth Alliance, LLC
N/A—10,539-10,539-100%$1.3M———
Theory Financial LLC
N/A—10,524-10,524-100%$1.3M———
Per Stirling Capital Management, Llc.
N/A—10,494-10,494-100%$1.3M———
Tyche Wealth Partners LLC
N/A—10,459-10,459-100%$1.3M———
Trivium Point Advisory, LLC
N/A—10,392-10,392-100%$1.3M———
Smithfield Trust Co
N/A—10,376-10,376-100%$1.3M———
Financial Plan, Inc.
N/A—10,360-10,360-100%$1.3M———
Sand Hill Global Advisors, LLC
N/A—10,336-10,336-100%$1.3M———
Fortis Group Advisors, LLC
N/A—10,328-10,328-100%$1.3M———
Cofg Advisors, LLC
N/A—10,301-10,301-100%$1.3M———
Chevy Chase Trust Holdings, LLC
N/A—10,191-10,191-100%$1.3M———
Financial Sense Advisors, Inc.
N/A—10,176-10,176-100%$1.3M———
Private Advisory Group LLC
N/A—10,119-10,119-100%$1.3M———
Kavar Capital Partners Group, LLC
N/A—10,012-10,012-100%$1.2M———
First American Trust, FSB
N/A—9,953-9,953-100%$1.2M———
Topsail Wealth Management, LLC
N/A—9,944-9,944-100%$1.2M———
MA Private Wealth
N/A—9,940-9,940-100%$1.2M———
NWK Group, Inc.
N/A—9,850-9,850-100%$1.2M———
Texas Yale Capital Corp.
N/A—9,832-9,832-100%$1.2M———
IMA Advisory Services, Inc.
N/A—9,813-9,813-100%$1.2M———
First National Bank & Trust Co of Newtown
N/A—9,784-9,784-100%$1.2M———
Capital Advisors Inc
N/A—9,764-9,764-100%$1.2M———
Madison Asset Management, LLC
N/A—9,760-9,760-100%$1.2M———
Meeder Advisory Services, Inc.
N/A—9,703-9,703-100%$1.2M———
Intrust Bank NA
N/A—9,680-9,680-100%$1.2M———
Howe & Rusling Inc
N/A—9,595-9,595-100%$1.2M———
Pacific Financial Group Inc
N/A—9,510-9,510-100%$1.2M———
Magnolia Private Wealth, LLC
N/A—9,492-9,492-100%$1.2M———
FFT Wealth Management LLC
N/A—9,471-9,471-100%$1.2M———
Kelman-Lazarov, Inc.
N/A—9,440-9,440-100%$1.2M———
Clearbridge Investments, LLC
N/A—9,260-9,260-100%$1.1M———
Strategic Financial Services, Inc.
N/A—9,239-9,239-100%$1.1M———
Thoroughbred Financial Services, LLC
N/A—9,173-9,173-100%$1.1M———
Rosenblum Silverman Sutton S F Inc
N/A—9,159-9,159-100%$1.1M———
FourThought Financial Partners, LLC
N/A—9,079-9,079-100%$1.1M———
Eight 31 Financial, LLC
N/A—8,911-8,911-100%$1.1M———
Oak Wealth Advisors LLC
N/A—8,896-8,896-100%$1.1M———
Pallas Capital Advisors LLC
N/A—8,765-8,765-100%$1.1M———
Three Bearings Fiduciary Advisors, Inc.
N/A—8,684-8,684-100%$1.1M———
Elm Partners Management LLC
N/A—8,621-8,621-100%$1.1M———
Private Wealth Advisors, LLC
N/A—8,590-8,590-100%$1.1M———
Wealthgarden F.S. LLC
N/A—8,513-8,513-100%$1.1M———
Z3 Capital Partners, LLC
N/A—8,486-8,486-100%$1.1M———
Ruggiero Investments, Inc.
N/A—8,470-8,470-100%$1.1M———
SHP Wealth Management
N/A—8,463-8,463-100%$1.1M———
Addison Advisors LLC
N/A—8,458-8,458-100%$1.1M———
Axis Wealth Partners, LLC
N/A—8,433-8,433-100%$1.0M———
KilterHowling LLC
N/A—8,379-8,379-100%$1.0M———
Lbmc Investment Advisors, LLC
N/A—8,373-8,373-100%$1.0M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—8,328-8,328-100%$1.0M———
Bank of Hawaii
N/A—8,304-8,304-100%$1.0M———
Presidio Capital Management, LLC
N/A—8,283-8,283-100%$1.0M———
Advisory Alpha, LLC
N/A—8,239-8,239-100%$1.0M———
Benjamin Edwards Inc
N/A—8,213-8,213-100%$1.0M———
WNY Asset Management, LLC
N/A—8,204-8,204-100%$1.0M———
Integrity Wealth Solutions LLC
N/A—8,175-8,175-100%$1.0M———
Sovereign Financial Group, Inc.
N/A—8,168-8,168-100%$1.0M———
Core Wealth Advisors, Inc.
N/A—8,144-8,144-100%$1.0M———
Operose Advisors LLC
N/A—8,124-8,124-100%$1.0M———
JTC Employer Solutions Trustee Ltd
N/A—8,064-8,064-100%$1.0M———
Navis Wealth Advisors, LLC
N/A—8,000-8,000-100%$993.4K———
Mmbg Investment Advisors Co.
N/A—7,874-7,874-100%$977.7K———
Little House Capital LLC
N/A—7,856-7,856-100%$975.5K———
Magnolia Capital Advisors LLC
N/A—7,834-7,834-100%$972.7K———
Strathmore Capital Advisors, Inc.
N/A—7,800-7,800-100%$946.4K———
Cambria Investment Management, L.P.
N/A—7,798-7,798-100%$968.3K———
Blue Chip Partners, LLC
N/A—7,794-7,794-100%$967.8K———
Allred Capital Management, LLC
N/A—7,728-7,728-100%$959.6K———
Muirfield Wealth Advisors LLC
N/A—7,677-7,677-100%$953.2K———
Vanguard Personalized Indexing Management, LLC
N/A—7,671-7,671-100%$952.5K———
Sandy Cove Advisors, LLC
N/A—7,663-7,663-100%$951.5K———
Citizens & Northern Corp
N/A—7,638-7,638-100%$948.4K———
King Wealth Management Group
N/A—7,628-7,628-100%$947.0K———
Francis Financial, Inc.
N/A—7,586-7,586-100%$942.0K———
Hanover Advisors Inc
N/A—7,476-7,476-100%$928.3K———
Brogan Financial, Inc.
N/A—7,454-7,454-100%$925.6K———
Motco
N/A—7,432-7,432-100%$922.8K———
Payne Capital LLC
N/A—7,400-7,400-100%$918.9K———
Twin Focus Capital Partners, LLC
N/A—7,332-7,332-100%$910.4K———
Barnett & Company, Inc.
N/A—7,300-7,300-100%$906.4K———
CM Wealth Advisors LLC
N/A—7,276-7,276-100%$903.5K———
Spwm Advisors LLC
N/A—7,151-7,151-100%$853.6K———
ST Germain D J Co Inc
N/A—7,142-7,142-100%$886.8K———
GWN Securities Inc.
N/A—7,108-7,108-100%$882.6K———
W1m Asset Management Ltd
N/A—7,092-7,092-100%$880.4K———
Pacific Point Advisors, LLC
N/A—6,944-6,944-100%$862.2K———
Mission Creek Capital Partners, Inc.
N/A—6,913-6,913-100%$858.3K———
Warner Financial, Inc
N/A—6,883-6,883-100%$854.7K———
Headland Capital, LLC
N/A—6,856-6,856-100%$851.3K———
Ironwood Investment Counsel, LLC
N/A—6,843-6,843-100%$849.8K———
Bridgewater Advisors Inc.
N/A—6,832-6,832-100%$825.8K———
Kirtland Hills Capital Management, LLC
N/A—6,828-6,828-100%$847.8K———
Precision Wealth Strategies, LLC
N/A—6,708-6,708-100%$832.9K———
SageView Advisory Group, LLC
N/A—6,704-6,704-100%$832.5K———
Requisite Capital Management, LLC
N/A—6,656-6,656-100%$826.5K———
Granite Bay Wealth Management, LLC
N/A—6,650-6,650-100%$826.0K———
Boston Family Office LLC
N/A—6,562-6,562-100%$815.0K———
Glen Eagle Advisors, LLC
N/A—6,553-6,553-100%$813.7K———
Expressive Wealth LLC
N/A—6,427-6,427-100%$798.0K———
Pettyjohn, Wood & White, Inc
N/A—6,280-6,280-100%$779.8K———
Vawter Financial, Ltd.
N/A—6,262-6,262-100%$777.6K———
Cahill Financial Advisors Inc
N/A—6,233-6,233-100%$774.0K———
Spartan Wealth Advisory Services LLC
N/A—6,232-6,232-100%$773.8K———
AssuredPartners Investment Advisors, LLC
N/A—6,213-6,213-100%$771.5K———
360 Financial, Inc.
N/A—6,212-6,212-100%$771.3K———
Pennington Partners & Co., LLC
N/A—6,212-6,212-100%$771.3K———
Moors & Cabot, Inc.
N/A—6,195-6,195-100%$769.2K———
Hemenway Trust Co LLC
N/A—6,184-6,184-100%$767.9K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—6,136-6,136-100%$761.9K———
S&CO Inc
N/A—6,126-6,126-100%$760.0K———
Riverstone Advisors, LLC
N/A—6,125-6,125-100%$760.5K———
South Plains Financial, Inc.
N/A—6,116-6,116-100%$759.4K———
Horizon Investment Services, LLC
N/A—6,056-6,056-100%$752.0K———
WMS Group LLC
N/A—6,037-6,037-100%$749.6K———
Financial Life Planners
N/A—5,970-5,970-100%$741.3K———
Goldstone Financial Group, LLC
N/A—5,876-5,876-100%$729.6K———
Range Advisory, LLC
N/A—5,859-5,859-100%$727.6K———
Evolve Private Wealth, LLC
N/A—5,832-5,832-100%$724.2K———
Westfuller Advisors, LLC
N/A—5,818-5,818-100%$722.4K———
Bragg Financial Advisors, Inc
N/A—5,804-5,804-100%$720.7K———
JT Stratford LLC
N/A—5,786-5,786-100%$718.4K———
LGL Partners, LLC
N/A—5,676-5,676-100%$704.8K———
Shelton Capital Management
N/A—5,674-5,674-100%$704.6K———
Curtis Wealth Management LLC
N/A—5,642-5,642-100%$700.5K———
American Money Management, LLC
N/A—5,634-5,634-100%$699.5K———
Olde Wealth Management, LLC
N/A—5,612-5,612-100%$696.0K———
Summitry LLC
N/A—5,600-5,600-100%$695.4K———
ESL Trust Services, LLC
N/A—5,557-5,557-100%$690.0K———
Millstone Evans Group, LLC
N/A—5,540-5,540-100%$687.9K———
Advyzon Investment Management, LLC
N/A—5,508-5,508-100%$683.9K———
Daner Wealth Management, LLC
N/A—5,500-5,500-100%$691.1K———
Centaurus Financial, Inc.
N/A—5,500-5,500-100%$683.0K———
Sentinel Wealth Management, Inc.
N/A—5,492-5,492-100%$681.9K———
Everstar Asset Management, LLC
N/A—5,485-5,485-100%$681.1K———
Berger Financial Group, Inc
N/A—5,472-5,472-100%$679.5K———
Gilbert & Cook, Inc.
N/A—5,468-5,468-100%$679.0K———
CFO4Life Group, LLC
N/A—5,398-5,398-100%$670.3K———
Steelhead Wealth Management LLC
N/A—5,392-5,392-100%$669.0K———
Reliant Wealth Planning
N/A—5,388-5,388-100%$669.0K———
Mosaic Financial Group, LLC
N/A—5,377-5,377-100%$668.0K———
IAG Wealth Partners, LLC
N/A—5,376-5,376-100%$667.5K———
Heritage Wealth Advisors
N/A—5,364-5,364-100%$666.1K———
Point Windward Advisors Inc.
N/A—5,344-5,344-100%$663.6K———
New Age Alpha Advisors, LLC
N/A—5,337-5,337-100%$662.7K———
Fiduciary Financial Advisors
N/A—5,328-5,328-100%$661.6K———
McNamara Financial Services, Inc.
N/A—5,324-5,324-100%$661.1K———
Peak Planning Group, LLC
N/A—5,268-5,268-100%$654.1K———
Mayflower Financial Advisors, LLC
N/A—5,204-5,204-100%$646.2K———
Providence Financial Advisors, LLC
N/A—5,180-5,180-100%$643.2K———
Lansing Street Advisors
N/A—5,170-5,170-100%$642.0K———
Colonial Trust Advisors
N/A—5,134-5,134-100%$637.5K———
Alpha Zero LLC
N/A—5,111-5,111-100%$619.4K———
Cary Street Partners Investment Advisory LLC
N/A—5,095-5,095-100%$632.6K———
Arrowroot Family Office, LLC
N/A—5,061-5,061-100%$628.4K———
New Republic Capital, LLC
N/A—5,040-5,040-100%$625.8K———
Strategic Wealth Partners, Ltd.
N/A—5,016-5,016-100%$622.9K———
Wayfinding Financial, LLC
N/A—5,012-5,012-100%$622.0K———
Allium Financial Advisors, LLC
N/A—5,012-5,012-100%$622.3K———
Dempze Nancy E
N/A—5,000-5,000-100%$620.9K———
Old North State Trust, LLC
N/A—5,000-5,000-100%$621.0K———
TRB Wealth Management, LLC
N/A—4,992-4,992-100%$619.9K———
Northwest Quadrant Wealth Management, LLC
N/A—4,987-4,987-100%$619.3K———
Pack Private Wealth, LLC
N/A—4,984-4,984-100%$618.9K———
Werba Rubin Papier Wealth Management
N/A—4,969-4,969-100%$617.0K———
New World Advisors LLC
N/A—4,964-4,964-100%$616.4K———
German American Bancorp, Inc.
N/A—4,940-4,940-100%$613.4K———
Webster Bank, N. A.
N/A—4,924-4,924-100%$611.4K———
Alpha Financial Advisors, LLC
N/A—4,903-4,903-100%$608.8K———
Aspire Capital Advisors LLC
N/A—4,896-4,896-100%$608.0K———
Northstar Asset Management Inc
N/A—4,875-4,875-100%$605.3K———
Heartland Bank & Trust Co
N/A—4,867-4,867-100%$604.3K———
Hershey Financial Advisers, LLC
N/A—4,851-4,851-100%$602.3K———
Disciplined Investors, L.L.C.
N/A—4,798-4,798-100%$595.7K———
Ariadne Wealth Management, LP
N/A—4,796-4,796-100%$595.5K———
Dana Investment Advisors, Inc.
N/A—4,772-4,772-100%$592.5K———
Maridea Wealth Management LLC
N/A—4,754-4,754-100%$590.3K———
Pacific SUN Financial Corp
N/A—4,740-4,740-100%$588.6K———
Fort Sheridan Advisors LLC
N/A—4,708-4,708-100%$584.6K———
Empire Financial Management Company, LLC
N/A—4,656-4,656-100%$578.1K———
Ironwood Investment Management LLC
N/A—4,624-4,624-100%$574.2K———
Strategic Wealth Advisors LLC
N/A—4,621-4,621-100%$2.2K———
First Financial Bankshares Inc
N/A—4,606-4,606-100%$571.9K———
Jackson Wealth Management, LLC
N/A—4,588-4,588-100%$570.0K———
Moment Partners, LLC
N/A—4,539-4,539-100%$563.6K———
River Wealth Advisors LLC
N/A—4,429-4,429-100%$549.9K———
Wealthquest Corp
N/A—4,416-4,416-100%$548.3K———
Sargent Investment Group, LLC
N/A—4,372-4,372-100%$542.9K———
GW&K Investment Management, LLC
N/A—4,372-4,372-100%$543.0K———
Hills Bank & Trust Co
N/A—4,364-4,364-100%$541.9K———
Auxano Advisors, LLC
N/A—4,360-4,360-100%$541.4K———
Fort Point Capital Partners LLC
N/A—4,354-4,354-100%$540.6K———
Marietta Investment Partners LLC
N/A—4,306-4,306-100%$534.7K———
Roberts Glore & Co Inc
N/A—4,304-4,304-100%$534.4K———
Coppell Advisory Solutions LLC
N/A—4,268-4,268-100%$427.0K———
Tailwinds Wealth, LLC
N/A—4,253-4,253-100%$528.1K———
Invictus Private Wealth, LLC
N/A—4,220-4,220-100%$524.0K———
FCA Corp
N/A—4,220-4,220-100%$524.0K———
BankPlus Trust Department
N/A—4,132-4,132-100%$513.1K———
Invst, LLC
N/A—4,040-4,040-100%$501.6K———
Orion Capital Management LLC
N/A—4,040-4,040-100%$501.6K———
Menora Mivtachim Holdings Ltd.
N/A—4,028-4,028-100%$500.2K———
Lcnb Corp
N/A—4,014-4,014-100%$498.4K———
NerdWallet Wealth Partners, LLC
N/A—4,014-4,014-100%$498.4K———
Vident Advisory, LLC
N/A—3,988-3,988-100%$495.2K———
Bravias Capital Group, LLC
N/A—3,976-3,976-100%$493.7K———
Impact Partnership Wealth, LLC
N/A—3,973-3,973-100%$493.3K———
Evernest Financial Advisors, LLC
N/A—3,952-3,952-100%$490.7K———
DV Trading LLC
N/A—3,950-3,950-100%$490.5K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—3,913-3,913-100%$485.9K———
Kerr Financial Planning Corp
N/A—3,907-3,907-100%$485.1K———
Marble Wealth, LLC
N/A—3,895-3,895-100%$483.7K———
Top Private Wealth Llc.
N/A—3,894-3,894-100%$483.5K———
1776 Wealth LLC
N/A—3,872-3,872-100%$480.8K———
Sonoma Private Wealth LLC
N/A—3,860-3,860-100%$479.3K———
Round Rock Advisors LLC
N/A—3,848-3,848-100%$477.8K———
Rialto Wealth Management, LLC
N/A—3,800-3,800-100%$471.8K———
Northwest Bancshares, Inc.
N/A—3,795-3,795-100%$471.2K———
Oder Investment Management, LLC
N/A—3,792-3,792-100%$470.9K———
Capital Research Global Investors
N/A—3,787-3,787-100%$461.9K———
F/m Investments LLC
N/A—3,756-3,756-100%$466.4K———
Daybright Advisory Services, Inc.
N/A—3,710-3,710-100%$438.9K———
Trexquant Investment LP
N/A—3,689-3,689-100%$458.1K———
Madison Wealth Partners, Inc
N/A—3,658-3,658-100%$454.2K———
Barnes Wealth Management Group, Inc
N/A—3,655-3,655-100%$453.9K———
Prasad Wealth Partners, LLC
N/A—3,633-3,633-100%$451.1K———
Members Trust Co
N/A—3,616-3,616-100%$449.0K———
Wilson & Boucher Capital Management, LLC
N/A—3,616-3,616-100%$449.0K———
McElhenny Sheffield Capital Management, LLC
N/A—3,612-3,612-100%$448.5K———
Greenwich Wealth Management LLC
N/A—3,600-3,600-100%$447.0K———
Custos Family Office, LLC
N/A—3,599-3,599-100%$446.9K———
Ibex Wealth Advisors
N/A—3,593-3,593-100%$446.2K———
Foster & Motley Inc
N/A—3,563-3,563-100%$442.0K———
Novus Advisors, LLC
N/A—3,560-3,560-100%$442.0K———
Aureus Asset Management, LLC
N/A—3,552-3,552-100%$441.1K———
First National Bank of Hutchinson
N/A—3,540-3,540-100%$439.6K———
Guardian Wealth Advisors, LLC / NC
N/A—3,488-3,488-100%$433.1K———
Silvant Capital Management LLC
N/A—3,486-3,486-100%$432.8K———
East Coast Asset Management, Llc.
N/A—3,476-3,476-100%$431.6K———
One Charles Private Wealth Services, LLC
N/A—3,452-3,452-100%$428.6K———
Elk River Wealth Management LLC
N/A—3,444-3,444-100%$427.6K———
Novare Capital Management LLC
N/A—3,408-3,408-100%$423.2K———
Wood Tarver Financial Group, LLC
N/A—3,404-3,404-100%$422.0K———
Cbiz Investment Advisory Services, LLC
N/A—3,353-3,353-100%$1.4M———
Planwiser Financial, LLC
N/A—3,332-3,332-100%$413.7K———
Cedar Wealth Management, LLC
N/A—3,329-3,329-100%$413.4K———
Intellus Advisors LLC
N/A—3,316-3,316-100%$411.7K———
Investor's Fiduciary Advisor Network, LLC
N/A—3,310-3,310-100%$411.0K———
Planning Center, Inc.
N/A—3,308-3,308-100%$410.8K———
Abbot Financial Management, Inc.
N/A—3,292-3,292-100%$408.8K———
M3 Advisory Group, LLC
N/A—3,289-3,289-100%$408.4K———
Parker Investment Management, LLC
N/A—3,284-3,284-100%$407.8K———
Proficio Capital Partners LLC
N/A—3,280-3,280-100%$407.3K———
Cascades Capital Asset Management, LLC
N/A—3,264-3,264-100%$405.3K———
Osprey Private Wealth LLC
N/A—3,264-3,264-100%$405.3K———
Copia Wealth Management
N/A—3,212-3,212-100%$398.8K———
Prudent Investors Network, Inc.
N/A—3,208-3,208-100%$398.3K———
Bonfire Financial
N/A—3,156-3,156-100%$391.9K———
DSM Capital Partners LLC
N/A—3,131-3,131-100%$388.8K———
Prospect Financial Services LLC
N/A—3,126-3,126-100%$388.2K———
O'rourke & Company, Inc
N/A—3,060-3,060-100%$380.0K———
Carson Advisory Inc.
N/A—3,051-3,051-100%$378.8K———
HM Payson & Co
N/A—3,020-3,020-100%$375.0K———
Shufro Rose & Co LLC
N/A—3,013-3,013-100%$374.1K———
North Star Asset Management Inc
N/A—3,012-3,012-100%$374.0K———
Mitchell Mcleod Pugh & Williams Inc
N/A—3,012-3,012-100%$374.0K———
Lavaca Capital LLC
N/A—2,988-2,988-100%$371.0K———
Fiera Capital Corp
N/A—2,976-2,976-100%$369.5K———
Brave Asset Management Inc
N/A—2,968-2,968-100%$368.5K———
Holderness Investments Co
N/A—2,933-2,933-100%$364.2K———
Kiley Juergens Wealth Management, LLC
N/A—2,908-2,908-100%$361.1K———
Drucker Wealth 3.0, LLC
N/A—2,901-2,901-100%$360.3K———
MainStreet Investment Advisors LLC
N/A—2,892-2,892-100%$359.1K———
Drive Wealth Management, LLC
N/A—2,890-2,890-100%$358.9K———
TD Capital Management LLC
N/A—2,870-2,870-100%$356.3K———
Catalyst Financial Partners LLC
N/A—2,863-2,863-100%$355.5K———
Zinnia Wealth Advisory, LLC
N/A—2,860-2,860-100%$355.1K———
Headinvest, LLC
N/A—2,860-2,860-100%$355.1K———
WealthTrust Axiom LLC
N/A—2,857-2,857-100%$354.7K———
RB Capital Management, LLC
N/A—2,824-2,824-100%$350.7K———
Orcam Financial Group
N/A—2,805-2,805-100%$348.3K———
Morse Asset Management, Inc
N/A—2,800-2,800-100%$347.7K———
Collaborative Wealth Managment Inc.
N/A—2,798-2,798-100%$347.4K———
Main Street Research LLC
N/A—2,780-2,780-100%$345.2K———
Aldebaran Financial Inc.
N/A—2,776-2,776-100%$344.7K———
Keating Financial Advisory Services, Inc.
N/A—2,721-2,721-100%$337.9K———
Affinity Wealth Management LLC
N/A—2,720-2,720-100%$337.7K———
Stonebrook Private Inc.
N/A—2,700-2,700-100%$335.3K———
Cornerstone Financial Management LLC
N/A—2,696-2,696-100%$334.8K———
Keystone Financial Group
N/A—2,694-2,694-100%$334.5K———
Prestige Wealth Management Group LLC
N/A—2,680-2,680-100%$332.8K———
Cetera Trust Company, N.a
N/A—2,664-2,664-100%$330.8K———
44 Wealth Management LLC
N/A—2,656-2,656-100%$329.8K———
Aspire Growth Partners LLC
N/A—2,599-2,599-100%$322.7K———
All Terrain Financial Advisors, LLC
N/A—2,572-2,572-100%$319.4K———
Boston Research & Management Inc
N/A—2,520-2,520-100%$312.9K———
RPS Advisory Solutions LLC
N/A—2,496-2,496-100%$309.9K———
Melfa Wealth Management, Inc.
N/A—2,480-2,480-100%$307.9K———
ArrowMark Colorado Holdings LLC
N/A—2,440-2,440-100%$303.0K———
Marshall Financial Group, LLC
N/A—2,436-2,436-100%$302.5K———
Fiduciary Group, LLC
N/A—2,436-2,436-100%$302.5K———
Broadleaf Partners, LLC
N/A—2,411-2,411-100%$299.4K———
Resolute Wealth Advisor, Inc.
N/A—2,403-2,403-100%$1.0M———
Sequent Asset Management, LLC
N/A—2,400-2,400-100%$298.0K———
Chesapeake Wealth Management
N/A—2,396-2,396-100%$297.5K———
Geometric Wealth Advisors
N/A—2,392-2,392-100%$297.0K———
One Wealth Management Investment & Advisory Services, LLC
N/A—2,384-2,384-100%$296.0K———
Storen Legacy Partners, LLC
N/A—2,371-2,371-100%$294.3K———
PCM Encore, LLC
N/A—2,356-2,356-100%$292.5K———
MRP Capital Investments, LLC
N/A—2,352-2,352-100%$292.0K———
Bridgewealth Advisory Group, LLC
N/A—2,343-2,343-100%$291.0K———
CVA Family Office, LLC
N/A—2,336-2,336-100%$290.1K———
LaSalle St. Investment Advisors, LLC
N/A—2,334-2,334-100%$289.8K———
Compass Capital Corp
N/A—2,323-2,323-100%$288.8K———
Synergy Investment Management, LLC
N/A—2,323-2,323-100%$288.4K———
Amara Financial, Llc.
N/A—2,283-2,283-100%$283.5K———
SK Wealth Management, LLC
N/A—2,281-2,281-100%$283.2K———
FWG Holdings, LLC
N/A—2,274-2,274-100%$267.5K———
Prosperity Bancshares Inc
N/A—2,272-2,272-100%$282.1K———
Atlas Legacy Advisors, LLC
N/A—2,252-2,252-100%$279.6K———
Jackson Thornton Wealth Management, LLC
N/A—2,200-2,200-100%$273.2K———
Hollencrest Capital Management
N/A—2,196-2,196-100%$272.7K———
Bank of the Bluegrass & Trust Co.
N/A—2,188-2,188-100%$274.1K———
Roundview Capital LLC
N/A—2,184-2,184-100%$271.2K———
Fielder Capital Group LLC
N/A—2,172-2,172-100%$269.7K———
Institute for Wealth Management, Llc.
N/A—2,171-2,171-100%$269.6K———
Van Hulzen Asset Management, LLC
N/A—2,170-2,170-100%$269.4K———
Financial Advisors Network, Inc.
N/A—2,168-2,168-100%$269.2K———
Argent Advisors, Inc.
N/A—2,164-2,164-100%$268.7K———
Nova Wealth Management, Inc.
N/A—2,149-2,149-100%$266.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,140-2,140-100%$265.7K———
Parkwoods Wealth Partners, LLC
N/A—2,116-2,116-100%$262.7K———
Farringdon Capital, Ltd.
N/A—2,115-2,115-100%$262.6K———
Southeast Asset Advisors, LLC
N/A—2,100-2,100-100%$260.8K———
Glassy Mountain Advisors, Inc.
N/A—2,092-2,092-100%$259.8K———
Walter & Keenan Wealth Management LLC
N/A—2,092-2,092-100%$259.8K———
Goodwin Investment Advisory
N/A—2,092-2,092-100%$259.8K———
Bay Rivers Group
N/A—2,080-2,080-100%$258.3K———
Aegis Wealth Management LLC
N/A—2,027-2,027-100%$251.7K———
Octavia Wealth Advisors, LLC
N/A—2,020-2,020-100%$250.8K———
Klingenstein Fields & Co LP
N/A—2,020-2,020-100%$250.8K———
Lazard Asset Management LLC
N/A—2,000-2,000-100%$248.3K———
Avise Financial Cooperative, Inc.
N/A—1,991-1,991-100%$247.2K———
Strategic Financial Partners, Ltd.
N/A—1,987-1,987-100%$246.7K———
Palisade Capital Management, LP
N/A—1,971-1,971-100%$244.7K———
Larch Capital Partners LLC
N/A—1,902-1,902-100%$236.2K———
Oakwell Private Wealth Management, LLC
N/A—1,896-1,896-100%$235.4K———
JPL Wealth Management, LLC
N/A—1,888-1,888-100%$234.4K———
Financial Alternatives, Inc
N/A—1,888-1,888-100%$234.4K———
Annandale Capital, LLC
N/A—1,884-1,884-100%$234.0K———
American Financial Advisors, LLC
N/A—1,872-1,872-100%$232.5K———
Drake & Associates, LLC
N/A—1,868-1,868-100%$232.0K———
United Bank
N/A—1,856-1,856-100%$230.5K———
One Degree Advisors Inc
N/A—1,851-1,851-100%$227———
Kinetic Wealth Investment Advisors LLC
N/A—1,850-1,850-100%$229.8K———
Edgestream Partners, L.P.
N/A—1,848-1,848-100%$229.5K———
WealthCollab, LLC
N/A—1,848-1,848-100%$229.5K———
Mountain Capital Investment Advisors Inc.
N/A—1,836-1,836-100%$228.0K———
Meridian Wealth Partners, LLC
N/A—1,796-1,796-100%$223.0K———
UP Strategic Wealth Investment Advisors LLC
N/A—1,796-1,796-100%$222.5K———
Everest Financial Group LLC
N/A—1,792-1,792-100%$222.5K———
Prepared Retirement Institute LLC
N/A—1,792-1,792-100%$222.5K———
Regatta Research & Money Management
N/A—1,788-1,788-100%$222.0K———
KMT Wealth Management, LLC
N/A—1,759-1,759-100%$218.4K———
Two Sigma Securities, LLC
N/A—1,752-1,752-100%$217.5K———
Front Row Advisors LLC
N/A—1,752-1,752-100%$216.5K———
Channel Wealth LLC
N/A—1,751-1,751-100%$217.4K———
Capital Investment Management, Inc.
N/A—1,745-1,745-100%$216.7K———
IFS Group,LLC
N/A—1,728-1,728-100%$214.6K———
Element Wealth, LLC
N/A—1,713-1,713-100%$212.7K———
Sun Financial Inc
N/A—1,707-1,707-100%$211.9K———
Legacy Wealth Managment, LLC
N/A—1,692-1,692-100%$210.1K———
OneAscent Financial Services LLC
N/A—1,691-1,691-100%$209.9K———
Douglass Winthrop Advisors, LLC
N/A—1,682-1,682-100%$208.9K———
truNorth Financial Services, Inc.
N/A—1,681-1,681-100%$208.7K———
Security National Bank of Sioux City Iowa
N/A—1,660-1,660-100%$206.1K———
Truvestments Capital LLC
N/A—1,660-1,660-100%$206.2K———
Authentikos Wealth Advisory, LLC
N/A—1,632-1,632-100%$202.6K———
William Blair Investment Management, LLC
N/A—1,608-1,608-100%$199.7K———
Anchor Investment Management, LLC
N/A—1,560-1,560-100%$193.8K———
Allied Private Wealth LLC
N/A—1,541-1,541-100%$187.7K———
Measured Wealth Private Client Group, LLC
N/A—1,532-1,532-100%$190.2K———
Standard Family Office LLC
N/A—1,520-1,520-100%$188.7K———
Mcguire Capital Advisors Inc
N/A—1,454-1,454-100%$180.5K———
Vision Retirement, LLC
N/A—1,324-1,324-100%$164.4K———
Abound Financial, LLC
N/A—1,280-1,280-100%$158.9K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,257-1,257-100%$156.1K———
Caitlin John, LLC
N/A—1,252-1,252-100%$155.5K———
Liberty Wealth Management LLC
N/A—1,227-1,227-100%$523.3K———
Oakmont Advisory Group, LLC
N/A—1,215-1,215-100%$150.9K———
Templeton & Phillips Capital Management, LLC
N/A—1,200-1,200-100%$149.0K———
Crews Bank & Trust
N/A—1,172-1,172-100%$145.5K———
Caldwell Sutter Capital, Inc.
N/A—1,164-1,164-100%$144.5K———
Financial Gravity Companies, Inc.
N/A—1,092-1,092-100%$135.6K———
Atlantic Private Wealth, LLC
N/A—1,060-1,060-100%$131.6K———
Tidemark, LLC
N/A—1,021-1,021-100%$126.8K———
CoreFirst Bank & Trust
N/A—1,000-1,000-100%$124.2K———
Sachetta, LLC
N/A—988-988-100%$122.6K———
Frazier Financial Advisors, LLC
N/A—984-984-100%$122.2K———
Field & Main Bank
N/A—960-960-100%$119.2K———
Sankala Group LLC
N/A—928-928-100%$114.1K———
Fi3 Financial Advisors, LLC
N/A—924-924-100%$378.4K———
Godfrey Financial Associates, Inc.
N/A—924-924-100%$114.7K———
Luken Investment Analytics, LLC
N/A—889-889-100%$110.3K———
Continuum Advisory, LLC
N/A—884-884-100%$109.8K———
Timmons Wealth Management, LLC
N/A—841-841-100%$104.5K———
Coston, McIsaac & Partners
N/A—820-820-100%$101.0K———
VSM Wealth Advisory, LLC
N/A—780-780-100%$96.9K———
Bernard Wealth Management Corp.
N/A—768-768-100%$95.4K———
Dunhill Financial, LLC
N/A—712-712-100%$88.4K———
Mpwm Advisory Solutions, LLC
N/A—692-692-100%$85.9K———
Philadelphia Investment Partners, LLC
N/A—670-670-100%$83.3K———
Delta Asset Management LLC
N/A—608-608-100%$75.5K———
Medallion Wealth Advisors, LLC
N/A—580-580-100%$72.0K———
ARK Investment Management LLC
N/A—570-570-100%$70.8K———
Strategic Investment Solutions, Inc.
N/A—568-568-100%$70.5K———
Mark Sheptoff Financial Planning, LLC
N/A—560-560-100%$69.5K———
Core Alternative Capital
N/A—558-558-100%$69.3K———
Twin Lakes Capital Management, LLC
N/A—536-536-100%$66.6K———
CNB Bank
N/A—527-527-100%$65.4K———
Steigerwald, Gordon & Koch Inc.
N/A—448-448-100%$55.7K———
McMillan Office, Inc.
N/A—444-444-100%$55.1K———
Passive Capital Management, Llc.
N/A—433-433-100%$204.9K———
Manning & Napier Advisors LLC
N/A—400-400-100%$49.7K———
N.E.W. Advisory Services LLC
N/A—388-388-100%$48.2K———
Logan Capital Management Inc
N/A—352-352-100%$43.7K———
Investment Counsel Co of Nevada
N/A—332-332-100%$41.2K———
RED Reef Advisors LLC
N/A—320-320-100%$39.7K———
Morris Financial Concepts, Inc.
N/A—320-320-100%$39.7K———
Wellington-Altus USA Inc.
N/A—314-314-100%$133.9K———
Seneschal Advisors, LLC
N/A—312-312-100%$38.7K———
XP Advisory US, Inc.
N/A—308-308-100%$38.2K———
Accent Capital Management, LLC
N/A—300-300-100%$37.3K———
one8zero8, LLC
N/A—300-300-100%$37.3K———
Cambient Family Office, LLC
N/A—300-300-100%$37.3K———
Banque Cantonale Vaudoise
N/A—240-240-100%$30.0K———
Raffa Wealth Management, LLC
N/A—232-232-100%$28.8K———
Alerus Financial NA
N/A—224-224-100%$27.8K———
Fourth Dimension Wealth, LLC
N/A—224-224-100%$27.8K———
Basepoint Wealth LLC
N/A—205-205-100%$25.5K———
Avalon Trust Co
N/A—196-196-100%$24.3K———
Financial Avengers, Inc.
N/A—192-192-100%$23.8K———
Consultiva Wealth Management, Corp.
N/A—192-192-100%$23.8K———
1015 Capital Partners, LLC
N/A—176-176-100%$21.9K———
Ogorek Anthony Joseph
N/A—157-157-100%$19———
Integrity Financial Corp
N/A—132-132-100%$16.4K———
Collier Financial
N/A—128-128-100%$15.9K———
Timbuktu Capital Management, LLC
N/A—120-120-100%$14.9K———
HighMark Wealth Management LLC
N/A—104-104-100%$13.0K———
Broadwater Capital Management LLC
N/A—100-100-100%$12.4K———
Atlas Capital Advisors Inc.
N/A—56-56-100%$7.0K———
Rexford Capital Inc
N/A—37-37-100%$4.6K———
Morgan Dempsey Capital Management LLC
N/A—36-36-100%$4.5K———
Graney & King, LLC
N/A—32-32-100%$4.0K———
10Elms LLP
N/A—32-32-100%$4.0K———
Tripletail Wealth Management, LLC
N/A—24-24-100%$2.9K———
Pursuit Wealth Strategies, LLC
N/A—23-23-100%$2.9K———
Horizon Investments, LLC
N/A—16-16-100%$2.0K———
Winch Advisory Services, LLC
N/A—15-15-100%$1.9K———
Nomura Asset Management Co LTD
N/A—00—$0———
Showing 2594 of 2594 institutions