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Ishares Russell 2000 ETF (IWM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Citigroup Inc
INCREASED
Shares6,310,052 from 4,112,214
Change+2,197,838 (+53%)
Value$1.8B (+$518.0M)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares2,056,912 from 2,129,304
Change-72,392 (-3%)
Value$571.6M (-$68.2M)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares1,859,126 from 1,824,128
Change+34,998 (+2%)
Value$516.6M (-$31.4M)
Filed 2026-11-05
Imc-Chicago, LLC
NEW
Shares1,720,789
Change+1,720,789
Value$478.2M
Filed 2026-11-05
Catalyst Capital Advisors LLC
INCREASED
Shares1,649,457 from 1,491,304
Change+158,153 (+11%)
Value$458.4M (+$10.3M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares1,222,566 from 1,150,784
Change+71,782 (+6%)
Value$339.7M (-$6.0M)
Filed 2026-10-30
Jefferies Financial Group Inc.
DECREASED
Shares1,001,120 from 1,263,132
Change-262,012 (-21%)
Value$278.2M (-$101.3M)
Filed 2026-11-05
AIA Group Ltd
INCREASED
Shares965,716 from 137,954
Change+827,762 (+600%)
Value$268.4M (+$226.9M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares880,448 from 942,299
Change-61,851 (-7%)
Value$244.7M (-$38.4M)
Filed 2026-11-05
AMG National Trust Bank
DECREASED
Shares820,162 from 823,139
Change-2,977 (0%)
Value$227.9M (-$19.4M)
Filed 2026-11-05
Mirae Asset Securities (USA) Inc.
INCREASED
Shares788,774 from 722,143
Change+66,631 (+9%)
Value$219.2M (+$2.2M)
Filed 2026-10-15
Keybank National Association
DECREASED
Shares764,812 from 775,413
Change-10,601 (-1%)
Value$212.5M (-$20.4M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares588,914 from 561,917
Change+26,997 (+5%)
Value$163.7M (-$5.2M)
Filed 2026-11-02
Wolfstich Capital, LLC
INCREASED
Shares542,460 from 1,203
Change+541,257 (+44992%)
Value$24.2M (+$23.9M)
Filed 2026-10-14
Simplex Trading, LLC
DECREASED
Shares492,550 from 536,810
Change-44,260 (-8%)
Value$136.9M (-$24.4M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares424,800 from 481,661
Change-56,861 (-12%)
Value$118.0M (-$26.7M)
Filed 2026-11-02
Stairway Partners, LLC
DECREASED
Shares411,336 from 411,691
Change-355 (0%)
Value$114.3M (-$9.4M)
Filed 2026-10-02
State of New Jersey Common Pension Fund D
UNCHANGED
Shares402,418 from 402,418
Change0 (0%)
Value$111.8M (-$9.1M)
Filed 2026-11-05
Accredited Investors Inc.
INCREASED
Shares390,718 from 365,770
Change+24,948 (+7%)
Value$108.6M (-$1.3M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares354,510 from 366,914
Change-12,404 (-3%)
Value$98.5K (-$110.1M)
Filed 2026-11-02
Citizens Financial Group Inc
DECREASED
Shares333,636 from 374,893
Change-41,257 (-11%)
Value$92.7M (-$19.9M)
Filed 2026-10-23
Washington Trust Co
DECREASED
Shares299,103 from 306,791
Change-7,688 (-3%)
Value$83.1M (-$9.1M)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares289,869 from 235,920
Change+53,949 (+23%)
Value$80.6M (+$9.7M)
Filed 2026-11-04
Regions Financial Corp
DECREASED
Shares278,378 from 279,006
Change-628 (0%)
Value$77.4M (-$6.5M)
Filed 2026-11-05
Ferguson Wellman Capital Management, Inc
DECREASED
Shares266,279 from 267,097
Change-818 (0%)
Value$74.0M (-$6.3M)
Filed 2026-10-05
Brookstone Capital Management
DECREASED
Shares254,157 from 266,352
Change-12,195 (-5%)
Value$70.6M (-$9.4M)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares245,630 from 226,671
Change+18,959 (+8%)
Value$68.3M (+$154.7K)
Filed 2026-11-02
Parkside Investments, LLC
DECREASED
Shares236,183 from 249,369
Change-13,186 (-5%)
Value$65.6M (-$9.3M)
Filed 2026-10-20
Globalt Investments LLC / GA
DECREASED
Shares235,604 from 243,530
Change-7,926 (-3%)
Value$65.5M (-$7.7M)
Filed 2026-10-27
First Financial Bank - Trust Division
DECREASED
Shares227,672 from 242,975
Change-15,303 (-6%)
Value$63.3M (-$9.7M)
Filed 2026-10-01
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares200,060 from 158,220
Change+41,840 (+26%)
Value$54.3M (+$8.7M)
Filed 2026-10-13
Tctc Holdings, LLC
DECREASED
Shares198,764 from 198,956
Change-192 (0%)
Value$55.2M (-$4.5M)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
INCREASED
Shares177,123 from 171,712
Change+5,411 (+3%)
Value$49.2M (-$2.4M)
Filed 2026-10-27
Anderson Hoagland & Co
DECREASED
Shares174,017 from 189,028
Change-15,011 (-8%)
Value$48.1M (-$8.6M)
Filed 2026-10-23
Belvedere Trading LLC
NEW
Shares167,937
Change+167,937
Value$46.7M
Filed 2026-11-05
Choreo, LLC
DECREASED
Shares167,125 from 173,234
Change-6,109 (-4%)
Value$34.7M (-$4.6M)
Filed 2026-10-28
Modera Wealth Management, LLC
INCREASED
Shares155,696 from 155,554
Change+142 (+0%)
Value$43.3M (-$3.5M)
Filed 2026-10-28
Consolidated Investment Group LLC
UNCHANGED
Shares155,138 from 155,138
Change0 (0%)
Value$43.1M (-$3.5M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
DECREASED
Shares141,465 from 190,102
Change-48,637 (-26%)
Value$39.3M (-$17.8M)
Filed 2026-10-16
Factory Mutual Insurance Co
UNCHANGED
Shares137,580 from 137,580
Change0 (0%)
Value$38.2M (-$3.1M)
Filed 2026-10-30
Paulson Wealth Management Inc.
DECREASED
Shares136,454 from 137,497
Change-1,043 (-1%)
Value$37.9M (-$3.4M)
Filed 2026-11-02
Pittenger & Anderson Inc
DECREASED
Shares134,892 from 137,134
Change-2,242 (-2%)
Value$37.5M (-$3.7M)
Filed 2026-11-02
Calamos Advisors LLC
INCREASED
Shares125,000 from 84,565
Change+40,435 (+48%)
Value$34.7M (+$9.3M)
Filed 2026-11-02
Waters Parkerson & Co., LLC
INCREASED
Shares123,038 from 120,637
Change+2,401 (+2%)
Value$34.2M (-$2.1M)
Filed 2026-11-04
SteelPeak Wealth, LLC
INCREASED
Shares120,312 from 96,759
Change+23,553 (+24%)
Value$33.4M (+$4.4M)
Filed 2026-10-16
OFS Enterprise LLC
DECREASED
Shares119,647 from 120,029
Change-382 (0%)
Value$33.2M (-$2.8M)
Filed 2026-10-16
Edge Wealth Management LLC
INCREASED
Shares114,342 from 114,212
Change+130 (+0%)
Value$31.9M (-$2.4M)
Filed 2026-10-13
NTV Asset Management LLC
INCREASED
Shares113,060 from 103,227
Change+9,833 (+10%)
Value$31.4M (+$403.7K)
Filed 2026-10-23
D.A. Davidson & Co.
INCREASED
Shares112,547 from 112,304
Change+243 (+0%)
Value$31.3M (-$2.5M)
Filed 2026-10-28
First Horizon Corp
INCREASED
Shares109,770 from 105,422
Change+4,348 (+4%)
Value$30.5M (-$1.2M)
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED
Shares106,139 from 99,751
Change+6,388 (+6%)
Value$29.5M (-$475.2K)
Filed 2026-10-23
Ayalon Insurance Comp Ltd.
INCREASED
Shares105,830 from 72,420
Change+33,410 (+46%)
Value$29.4K (+$7.7K)
Filed 2026-10-08
Hengehold Capital Management LLC
INCREASED
Shares103,582 from 100,279
Change+3,303 (+3%)
Value$28.8M (-$1.3M)
Filed 2026-10-16
Greenwood Gearhart LLC
DECREASED
Shares103,062 from 176,816
Change-73,754 (-42%)
Value$28.6M (-$24.5M)
Filed 2026-11-02
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares102,705 from 102,705
Change0 (0%)
Value$28.5M (-$2.3M)
Filed 2026-11-05
Beirne Wealth Consulting Services, LLC
INCREASED
Shares102,210 from 96,580
Change+5,630 (+6%)
Value$28.4M (-$614.1K)
Filed 2026-10-19
Titleist Asset Management, LLC
DECREASED
Shares101,411 from 137,118
Change-35,707 (-26%)
Value$28.2M (-$13.0M)
Filed 2026-10-08
BIP Wealth, LLC
INCREASED
Shares100,030 from 95,927
Change+4,103 (+4%)
Value$27.8M (-$1.0M)
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares99,641 from 114,350
Change-14,709 (-13%)
Value$27.7M (-$6.7M)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares98,319 from 92,382
Change+5,937 (+6%)
Value$27.3M (-$431.5K)
Filed 2026-10-08
Valeo Financial Advisors, LLC
DECREASED
Shares98,157 from 100,339
Change-2,182 (-2%)
Value$27.3M (-$2.9M)
Filed 2026-10-08
TD Private Client Wealth LLC
INCREASED
Shares97,153 from 82,735
Change+14,418 (+17%)
Value$27.0M (+$2.1M)
Filed 2026-10-28
Busey Bank
DECREASED
Shares96,266 from 97,160
Change-894 (-1%)
Value$26.8M (-$2.4M)
Filed 2026-10-26
Jacobi Capital Management LLC
DECREASED
Shares94,782 from 95,958
Change-1,176 (-1%)
Value$26.3M (-$2.5M)
Filed 2026-11-05
Kaydan Wealth Management, Inc.
INCREASED
Shares93,796 from 70,426
Change+23,370 (+33%)
Value$26.1M (+$4.9M)
Filed 2026-10-08
Mesirow Financial Investment Management, Inc.
DECREASED
Shares93,632 from 95,143
Change-1,511 (-2%)
Value$26.0M (-$2.6M)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
DECREASED
Shares90,162 from 91,810
Change-1,648 (-2%)
Value$25.1M (-$2.5M)
Filed 2026-11-05
Pictet Asset Management Holding SA
INCREASED
Shares86,443 from 5,480
Change+80,963 (+1477%)
Value$24.0M (+$22.4M)
Filed 2026-11-03
Finley Financial, LLC
DECREASED
Shares86,319 from 86,577
Change-258 (0%)
Value$24.1M (-$1.9M)
Filed 2026-10-28
Tarbox Family Office, Inc.
DECREASED
Shares85,560 from 85,850
Change-290 (0%)
Value$23.8M (-$2.0M)
Filed 2026-10-23
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares85,149 from 83,009
Change+2,140 (+3%)
Value$23.7M (-$1.3M)
Filed 2026-10-22
Brighton Jones LLC
DECREASED
Shares84,418 from 86,283
Change-1,865 (-2%)
Value$23.5M (-$2.5M)
Filed 2026-11-03
True Private Wealth Advisors
INCREASED
Shares82,714 from 81,229
Change+1,485 (+2%)
Value$23.0M (-$1.4M)
Filed 2026-10-19
Brewster Financial Planning LLC
DECREASED
Shares79,819 from 80,832
Change-1,013 (-1%)
Value$22.2M (-$2.1M)
Filed 2026-10-13
StoneX Group Inc.
INCREASED
Shares78,257 from 5,766
Change+72,491 (+1257%)
Value$22.6M (+$20.9M)
Filed 2026-11-03
Glenview Trust Co
DECREASED
Shares75,053 from 81,483
Change-6,430 (-8%)
Value$20.9M (-$3.6M)
Filed 2026-10-28
Amarillo National Bank
INCREASED
Shares74,850 from 74,408
Change+442 (+1%)
Value$20.8M (-$1.6M)
Filed 2026-10-23
Guardian Wealth Advisors, LLC
DECREASED
Shares73,868 from 74,847
Change-979 (-1%)
Value$20.7M (-$1.8M)
Filed 2026-10-30
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares72,710 from 81,697
Change-8,987 (-11%)
Value$20.2M (-$4.3M)
Filed 2026-10-16
Salomon & Ludwin, LLC
INCREASED
Shares71,770 from 70,681
Change+1,089 (+2%)
Value$19.9M (-$1.3M)
Filed 2026-10-29
LCM Capital Management Inc
INCREASED
Shares71,428 from 71,109
Change+319 (+0%)
Value$19.8M (-$1.5M)
Filed 2026-10-20
Pinnacle Associates LTD
INCREASED
Shares71,346 from 69,970
Change+1,376 (+2%)
Value$19.8M (-$1.2M)
Filed 2026-10-20
Baron Financial Group, LLC
DECREASED
Shares70,503 from 71,916
Change-1,413 (-2%)
Value$19.6M (-$2.0M)
Filed 2026-10-09
Kanawha Capital Management LLC
DECREASED
Shares70,485 from 70,704
Change-219 (0%)
Value$19.6M (-$1.7M)
Filed 2026-10-19
Farmers & Merchants Investments Inc
DECREASED
Shares70,483 from 72,308
Change-1,825 (-3%)
Value$19.6M (-$2.1M)
Filed 2026-10-22
ANB Bank
DECREASED
Shares70,394 from 72,632
Change-2,238 (-3%)
Value$19.6M (-$2.3M)
Filed 2026-10-09
Verdence Capital Advisors LLC
INCREASED
Shares70,195 from 67,964
Change+2,231 (+3%)
Value$19.5M (-$913.2K)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares69,620 from 54,929
Change+14,691 (+27%)
Value$19.3M (+$2.8M)
Filed 2026-10-23
Old National Bancorp
DECREASED
Shares69,313 from 70,355
Change-1,042 (-1%)
Value$19.3M (-$1.9M)
Filed 2026-10-20
New Perspectives, Inc
INCREASED
Shares66,618 from 64,653
Change+1,965 (+3%)
Value$18.5M (-$912.5K)
Filed 2026-10-14
First Heartland Consultants, Inc.
INCREASED
Shares65,911 from 44,558
Change+21,353 (+48%)
Value$18.3M (+$4.9M)
Filed 2026-10-08
Financial Solutions Advisory Group, Inc.
DECREASED
Shares64,698 from 66,996
Change-2,298 (-3%)
Value$17.5M (-$2.4M)
Filed 2026-10-28
Great Waters Wealth Management
DECREASED
Shares64,266 from 72,850
Change-8,584 (-12%)
Value$17.9M (-$4.0M)
Filed 2026-10-07
Symphony Financial, Ltd. Co.
INCREASED
Shares63,876 from 50,384
Change+13,492 (+27%)
Value$17.8M (+$2.7M)
Filed 2026-10-22
Patton Fund Management, Inc.
DECREASED
Shares63,716 from 65,767
Change-2,051 (-3%)
Value$17.7M (-$2.1M)
Filed 2026-10-13
Idaho Trust Co
INCREASED
Shares62,272 from 60,120
Change+2,152 (+4%)
Value$17.3M (-$758.3K)
Filed 2026-11-04
Enclave Advisors LLC
INCREASED
Shares60,955 from 59,700
Change+1,255 (+2%)
Value$16.9M (-$998.2K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares60,236 from 58,007
Change+2,229 (+4%)
Value$16.7M (-$689.1K)
Filed 2026-10-30
Bokf, NA
INCREASED
Shares59,539 from 53,077
Change+6,462 (+12%)
Value$16.5M (+$598.3K)
Filed 2026-10-27
Sigma Investment Counselors Inc
INCREASED
Shares58,847 from 55,246
Change+3,601 (+7%)
Value$16.4M (-$245.6K)
Filed 2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares57,669 from 57,745
Change-76 (0%)
Value$16.0M (-$1.3M)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares57,567 from 52,817
Change+4,750 (+9%)
Value$16.1M (+$211.2K)
Filed 2026-11-04
Aspiriant, LLC
INCREASED
Shares56,651 from 54,901
Change+1,750 (+3%)
Value$15.7M (-$753.0K)
Filed 2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares56,513 from 56,513
Change0 (0%)
Value$15.7M (-$1.3M)
Filed 2026-10-29
RTD Financial Advisors, Inc.
DECREASED
Shares56,384 from 57,392
Change-1,008 (-2%)
Value$15.7M (-$1.6M)
Filed 2026-10-09
Park Avenue Securities LLC
INCREASED
Shares56,099 from 54,474
Change+1,625 (+3%)
Value$15.6K (-$16.4M)
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares56,079 from 68,910
Change-12,831 (-19%)
Value$15.6M (-$5.1M)
Filed 2026-10-13
Eastern Bank
DECREASED
Shares52,796 from 60,798
Change-8,002 (-13%)
Value$14.7M (-$3.6M)
Filed 2026-10-05
Legacy Wealth Management, LLC
DECREASED
Shares52,171 from 52,705
Change-534 (-1%)
Value$14.5M (-$1.3M)
Filed 2026-10-22
Indivisible Partners
INCREASED
Shares52,056 from 3,205
Change+48,851 (+1524%)
Value$14.5M (+$13.5M)
Filed 2026-10-26
Blue Bell Private Wealth Management, LLC
INCREASED
Shares51,179 from 50,040
Change+1,139 (+2%)
Value$14.2M (-$812.4K)
Filed 2026-10-29
Integrated Advisors Network LLC
DECREASED
Shares50,578 from 61,120
Change-10,542 (-17%)
Value$14.1M (-$4.3M)
Filed 2026-10-20
Latigo Investments, LLC
UNCHANGED
Shares50,522 from 50,522
Change0 (0%)
Value$14.0M (-$1.1M)
Filed 2026-10-29
Coastline Trust Co
DECREASED
Shares50,508 from 68,641
Change-18,133 (-26%)
Value$14.0M (-$6.6M)
Filed 2026-10-01
Garda Capital Partners LP
INCREASED
Shares50,285 from 6,130
Change+44,155 (+720%)
Value$14.0M (+$12.1M)
Filed 2026-11-04
Sageworth Trust Co
INCREASED
Shares50,085 from 50,082
Change+3 (+0%)
Value$13.9M (-$1.1M)
Filed 2026-10-30
SilverOak Wealth Management LLC
DECREASED
Shares49,507 from 51,307
Change-1,800 (-4%)
Value$13.8M (-$1.7M)
Filed 2026-10-29
Courier Capital LLC
DECREASED
Shares49,445 from 51,176
Change-1,731 (-3%)
Value$13.7M (-$1.6M)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
DECREASED
Shares49,314 from 56,812
Change-7,498 (-13%)
Value$13.7M (-$3.4M)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
INCREASED
Shares48,883 from 46,539
Change+2,344 (+5%)
Value$13.6M (-$398.5K)
Filed 2026-10-13
RED Cedar Investment Management, LLC
INCREASED
Shares48,867 from 48,738
Change+129 (+0%)
Value$13.6M (-$1.1M)
Filed 2026-11-04
William Howard & Co Financial Advisors Inc
INCREASED
Shares47,647 from 47,589
Change+58 (+0%)
Value$13.2M (-$1.1M)
Filed 2026-11-04
DT Investment Partners, LLC
DECREASED
Shares47,356 from 47,369
Change-13 (0%)
Value$13.2M (-$1.1M)
Filed 2026-10-27
Cornerstone Wealth Management, LLC
INCREASED
Shares46,694 from 43,060
Change+3,634 (+8%)
Value$13.0M (+$38.3K)
Filed 2026-11-04
Fluent Financial, LLC
DECREASED
Shares46,274 from 91,126
Change-44,852 (-49%)
Value$12.9M (-$14.5M)
Filed 2026-10-13
Wesbanco Bank Inc
DECREASED
Shares46,101 from 58,779
Change-12,678 (-22%)
Value$12.8M (-$4.8M)
Filed 2026-11-04
Gray Private Wealth, LLC
INCREASED
Shares45,891 from 44,256
Change+1,635 (+4%)
Value$12.8M (-$543.9K)
Filed 2026-10-28
Consolidated Capital Management, LLC
INCREASED
Shares45,738 from 45,735
Change+3 (+0%)
Value$12.7M (-$1.0M)
Filed 2026-10-13
Arbor Investment Advisors, LLC
INCREASED
Shares45,074 from 44,714
Change+360 (+1%)
Value$12.5M (-$908.6K)
Filed 2026-10-26
XML Financial, LLC
INCREASED
Shares44,739 from 43,054
Change+1,685 (+4%)
Value$12.4M (-$503.1K)
Filed 2026-10-29
Basso Capital Management, L.P.
DECREASED
Shares44,381 from 47,770
Change-3,389 (-7%)
Value$12.3M (-$2.0M)
Filed 2026-10-30
Lodestar Private Asset Management LLC
DECREASED
Shares43,604 from 51,447
Change-7,843 (-15%)
Value$12.1M (-$3.3M)
Filed 2026-10-26
Alpine Bank Wealth Management
UNCHANGED
Shares42,603 from 42,603
Change0 (0%)
Value$11.8M (-$961.1K)
Filed 2026-10-16
Grimes & Co Wealth Management, LLC
DECREASED
Shares42,563 from 44,146
Change-1,583 (-4%)
Value$11.8M (-$1.4M)
Filed 2026-10-29
Aspen Investment Management Inc
INCREASED
Shares41,542 from 41,217
Change+325 (+1%)
Value$11.5M (+$11.5M)
Filed 2026-11-05
Conning Inc.
UNCHANGED
Shares41,524 from 41,524
Change0 (0%)
Value$11.5M (-$936.8K)
Filed 2026-10-27
Simon Quick Advisors, LLC
INCREASED
Shares41,141 from 38,258
Change+2,883 (+8%)
Value$11.4M (-$62.0K)
Filed 2026-10-26
Meitav Investment House LTD
DECREASED
Shares41,082 from 41,446
Change-364 (-1%)
Value$11.4M (-$1.0M)
Filed 2026-10-28
Nilsine Partners, LLC
DECREASED
Shares41,060 from 41,274
Change-214 (-1%)
Value$11.4M (-$990.6K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED
Shares41,005 from 40,030
Change+975 (+2%)
Value$11.2M (-$631.1K)
Filed 2026-11-05
Platt Investment Counsel, LLC
INCREASED
Shares40,991 from 32,625
Change+8,366 (+26%)
Value$11.4M (+$1.6M)
Filed 2026-10-07
VestGen Advisors, LLC
DECREASED
Shares40,831 from 48,975
Change-8,144 (-17%)
Value$11.3M (-$3.4M)
Filed 2026-10-27
Asset One Wealth Management LLC
INCREASED
Shares40,712 from 36,961
Change+3,751 (+10%)
Value$11.3M (+$381.7K)
Filed 2026-11-02
Royal Fund Management, LLC
INCREASED
Shares40,539 from 39,133
Change+1,406 (+4%)
Value$11.3M (-$491.9K)
Filed 2026-10-22
Evergreen Capital Management LLC
INCREASED
Shares40,453 from 39,672
Change+781 (+2%)
Value$11.2M (-$677.9K)
Filed 2026-10-23
Compound Planning, Inc.
DECREASED
Shares40,229 from 42,212
Change-1,983 (-5%)
Value$11.2M (-$1.5M)
Filed 2026-11-05
Diversified Portfolios, Inc.
INCREASED
Shares40,209 from 39,890
Change+319 (+1%)
Value$11.2M (-$811.5K)
Filed 2026-11-04
James Investment Research, Inc.
INCREASED
Shares39,612 from 39,500
Change+112 (+0%)
Value$11.0M (-$860.0K)
Filed 2026-10-22
Fulton Breakefield Broenniman LLC
DECREASED
Shares39,237 from 39,926
Change-689 (-2%)
Value$10.9M (-$1.1M)
Filed 2026-11-03
First National Trust Co
DECREASED
Shares38,901 from 45,488
Change-6,587 (-14%)
Value$10.8M (-$2.9M)
Filed 2026-10-28
Associated Banc-Corp
DECREASED
Shares38,180 from 38,876
Change-696 (-2%)
Value$10.6M (-$1.1M)
Filed 2026-10-30
Carret Asset Management, LLC
INCREASED
Shares38,123 from 38,043
Change+80 (+0%)
Value$10.6M (-$836.0K)
Filed 2026-11-04
PKO Investment Management Joint-Stock Co
UNCHANGED
Shares38,033 from 38,033
Change0 (0%)
Value$10.6M (-$858.0K)
Filed 2026-10-19
Culbertson A N & Co Inc
DECREASED
Shares37,966 from 38,312
Change-346 (-1%)
Value$10.6M (-$960.5K)
Filed 2026-10-21
Surience Private Wealth LLC
DECREASED
Shares37,942 from 38,557
Change-615 (-2%)
Value$10.5M (-$1.0M)
Filed 2026-10-16
Bailard, Inc.
INCREASED
Shares37,801 from 35,988
Change+1,813 (+5%)
Value$10.5M (-$308.1K)
Filed 2026-10-13
Ascent Group, LLC
INCREASED
Shares37,800 from 36,455
Change+1,345 (+4%)
Value$10.5M (-$448.6K)
Filed 2026-10-30
TSG Advice Partners, LLC
NEW
Shares37,692
Change+37,692
Value$11.3M
Filed 2026-10-29
Howard Capital Management, LLC
DECREASED
Shares37,491 from 38,099
Change-608 (-2%)
Value$10.4M (-$1.0M)
Filed 2026-10-16
Lpwm LLC
INCREASED
Shares37,262 from 36,932
Change+330 (+1%)
Value$10.4M (-$741.5K)
Filed 2026-10-20
Perigon Wealth Management, LLC
DECREASED
Shares37,215 from 40,338
Change-3,123 (-8%)
Value$10.3M (-$1.8M)
Filed 2026-10-22
Daymark Wealth Partners, LLC
DECREASED
Shares37,019 from 37,547
Change-528 (-1%)
Value$10.3M (-$993.8K)
Filed 2026-11-04
Capitol Family Office, Inc.
INCREASED
Shares36,902 from 21,447
Change+15,455 (+72%)
Value$10.3M (+$3.8M)
Filed 2026-10-13
Foster Group, Inc.
DECREASED
Shares36,797 from 40,267
Change-3,470 (-9%)
Value$10.2M (-$1.9M)
Filed 2026-10-13
Tompkins Financial Corp
INCREASED
Shares36,622 from 35,005
Change+1,617 (+5%)
Value$10.2M (-$340.4K)
Filed 2026-10-05
MCF Advisors LLC
DECREASED
Shares36,318 from 36,410
Change-92 (0%)
Value$10.1M (-$847.0K)
Filed 2026-10-28
NWF Advisory Services Inc.
INCREASED
Shares36,108 from 33,869
Change+2,239 (+7%)
Value$10.0M (-$141.9K)
Filed 2026-10-19
MacKenzie Financial Corp
INCREASED
Shares36,092 from 35,985
Change+107 (+0%)
Value$10.0M (-$782.1K)
Filed 2026-11-02
LJI Wealth Management, LLC
DECREASED
Shares35,905 from 37,265
Change-1,360 (-4%)
Value$10.0M (-$1.2M)
Filed 2026-10-28
Chicago Partners Investment Group LLC
DECREASED
Shares35,856 from 36,238
Change-382 (-1%)
Value$9.9M (-$697.3K)
Filed 2026-10-27
Moller Wealth Partners
DECREASED
Shares35,661 from 35,903
Change-242 (-1%)
Value$9.9M (-$877.2K)
Filed 2026-10-15
Monument Capital Management
INCREASED
Shares35,497 from 9,284
Change+26,213 (+282%)
Value$9.9M (+$7.1M)
Filed 2026-10-09
Prescott Group Capital Management, L.L.C.
NEW
Shares35,000
Change+35,000
Value$9.7M
Filed 2026-10-30
Country Trust Bank
DECREASED
Shares34,529 from 35,887
Change-1,358 (-4%)
Value$9.6M (-$1.2M)
Filed 2026-10-30
Vavra Capital Management, LLC
DECREASED
Shares34,208 from 38,294
Change-4,086 (-11%)
Value$9.5M (-$2.0M)
Filed 2026-10-14
Rossmore Private Capital
DECREASED
Shares33,931 from 34,007
Change-76 (0%)
Value$9.4M (-$788.4K)
Filed 2026-10-27
Central Bank & Trust Co
DECREASED
Shares33,381 from 35,612
Change-2,231 (-6%)
Value$9.3M (-$1.4M)
Filed 2026-10-09
NBT Bank, N.A.
DECREASED
Shares32,601 from 32,671
Change-70 (0%)
Value$9.1M (-$756.6K)
Filed 2026-10-21
Palisade Asset Management, LLC
DECREASED
Shares32,468 from 32,954
Change-486 (-1%)
Value$9.0M (-$878.4K)
Filed 2026-11-03
Aspect Partners, LLC
DECREASED
Shares31,859 from 61,812
Change-29,953 (-48%)
Value$8.9M (-$9.7M)
Filed 2026-10-20
Berkshire Money Management, Inc.
INCREASED
Shares31,835 from 31,009
Change+826 (+3%)
Value$8.8M (-$470.1K)
Filed 2026-10-21
Parkside Financial Bank & Trust
DECREASED
Shares31,567 from 33,597
Change-2,030 (-6%)
Value$8.8M (-$1.3M)
Filed 2026-10-27
Jacksonville Wealth Management, LLC
INCREASED
Shares31,518 from 27,015
Change+4,503 (+17%)
Value$8.8M (+$641.9K)
Filed 2026-10-30
Iowa State Bank
INCREASED
Shares31,507 from 30,636
Change+871 (+3%)
Value$8.8M (-$449.1K)
Filed 2026-10-06
St. Louis Trust Co
INCREASED
Shares31,437 from 31,427
Change+10 (+0%)
Value$8.7M (+$2.1M)
Filed 2026-11-03
Eagle Strategies LLC
INCREASED
Shares31,429 from 30,645
Change+784 (+3%)
Value$8.7M (-$473.5K)
Filed 2026-10-16
GreatBanc Trust Co
INCREASED
Shares31,108 from 25,961
Change+5,147 (+20%)
Value$8.6M (+$844.6K)
Filed 2026-11-04
Klingman & Associates, LLC
INCREASED
Shares30,896 from 30,863
Change+33 (+0%)
Value$8.6M (-$686.9K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED
Shares30,892 from 30,830
Change+62 (+0%)
Value$8.6M (-$678.2K)
Filed 2026-10-23
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares30,871 from 31,340
Change-469 (-1%)
Value$8.6M (-$837.4K)
Filed 2026-10-19
Allspring Global Investments Holdings, LLC
DECREASED
Shares30,657 from 103,601
Change-72,944 (-70%)
Value$8.6M (-$22.5M)
Filed 2026-11-04
Unique Wealth, LLC
DECREASED
Shares30,440 from 30,580
Change-140 (0%)
Value$8.5M (-$728.8K)
Filed 2026-10-16
Midwest Trust Co
INCREASED
Shares30,371 from 29,559
Change+812 (+3%)
Value$8.4M (-$441.2K)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
INCREASED
Shares30,209 from 28,711
Change+1,498 (+5%)
Value$8.4M (-$231.6K)
Filed 2026-10-20
Evolution Wealth Advisors, LLC
INCREASED
Shares29,974 from 28,017
Change+1,957 (+7%)
Value$8.3M (-$88.4K)
Filed 2026-11-03
CMG Global Holdings, LLC
INCREASED
Shares29,969 from 29,672
Change+297 (+1%)
Value$8.3M (-$586.6K)
Filed 2026-10-14
Single Point Partners, LLC
INCREASED
Shares29,730 from 29,413
Change+317 (+1%)
Value$8.3M (-$575.4K)
Filed 2026-10-19
BayBridge Capital Group, LLC
INCREASED
Shares29,593 from 27,675
Change+1,918 (+7%)
Value$8.2M (-$91.2K)
Filed 2026-10-13
New England Private Wealth Advisors LLC
INCREASED
Shares29,404 from 29,198
Change+206 (+1%)
Value$8.2M (-$330.6K)
Filed 2026-10-19
Sowell Financial Services LLC
DECREASED
Shares29,112 from 34,238
Change-5,126 (-15%)
Value$8.1M (-$2.2M)
Filed 2026-10-23
SimpliFi, Inc.
DECREASED
Shares29,088 from 30,492
Change-1,404 (-5%)
Value$8.1M (-$1.1M)
Filed 2026-10-28
Venture Visionary Partners LLC
INCREASED
Shares28,757 from 26,388
Change+2,369 (+9%)
Value$8.0M (+$63.2K)
Filed 2026-10-07
Cullen T Bankers, Inc.
INCREASED
Shares28,701 from 28,598
Change+103 (+0%)
Value$8.0M (-$616.5K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED
Shares28,632 from 28,821
Change-189 (-1%)
Value$8.0M (-$702.7K)
Filed 2026-11-03
Dumont & Blake Investment Advisors LLC
DECREASED
Shares28,415 from 28,642
Change-227 (-1%)
Value$7.9M (-$709.1K)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
INCREASED
Shares28,258 from 27,959
Change+299 (+1%)
Value$7.9M (-$547.5K)
Filed 2026-10-08
IFP Advisors, Inc
INCREASED
Shares27,887 from 25,119
Change+2,768 (+11%)
Value$7.7M (+$202.5K)
Filed 2026-10-16
Riggs Asset Managment Co. Inc.
INCREASED
Shares27,507 from 27,177
Change+330 (+1%)
Value$7.6M (-$521.4K)
Filed 2026-11-05
Fifth Third Wealth Advisors LLC
DECREASED
Shares27,426 from 27,575
Change-149 (-1%)
Value$7.6M (-$663.5K)
Filed 2026-10-22
JFS Wealth Advisors, LLC
DECREASED
Shares27,227 from 27,427
Change-200 (-1%)
Value$7.6M (-$674.5K)
Filed 2026-11-03
First Citizens Bank & Trust Co
DECREASED
Shares27,190 from 29,787
Change-2,597 (-9%)
Value$7.6M (-$1.4M)
Filed 2026-10-14
Fifth Third Securities, Inc.
INCREASED
Shares26,907 from 21,583
Change+5,324 (+25%)
Value$7.5M (+$992.6K)
Filed 2026-10-21
Jcic Asset Management Inc.
INCREASED
Shares26,871 from 25,890
Change+981 (+4%)
Value$7.5M (+$1.0M)
Filed 2026-10-30
Americana Partners, LLC
INCREASED
Shares26,742 from 26,585
Change+157 (+1%)
Value$7.4M (-$556.5K)
Filed 2026-10-28
Independence Bank of Kentucky
DECREASED
Shares26,723 from 27,712
Change-989 (-4%)
Value$7.4M (-$900.0K)
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
DECREASED
Shares26,542 from 26,636
Change-94 (0%)
Value$7.4M (-$627.0K)
Filed 2026-10-13
Investors Asset Management of Georgia Inc
INCREASED
Shares26,457 from 26,244
Change+213 (+1%)
Value$7.4M (-$532.8K)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares26,375 from 24,048
Change+2,327 (+10%)
Value$7.3M (+$136.0K)
Filed 2026-11-05
YHB Investment Advisors, Inc.
INCREASED
Shares26,196 from 25,841
Change+355 (+1%)
Value$7.3M (-$484.3K)
Filed 2026-10-08
Capstone Wealth Management Group, LLC
INCREASED
Shares25,999 from 20,562
Change+5,437 (+26%)
Value$6.3M (+$112.9K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
DECREASED
Shares25,833 from 42,739
Change-16,906 (-40%)
Value$7.2M (-$5.7M)
Filed 2026-10-28
Oppenheimer & Co Inc
DECREASED
Shares25,784 from 32,191
Change-6,407 (-20%)
Value$7.2M (-$2.5M)
Filed 2026-10-26
Three Bridge Wealth Advisors, LLC
INCREASED
Shares25,767 from 25,092
Change+675 (+3%)
Value$7.2M (-$378.5K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares25,607 from 25,964
Change-357 (-1%)
Value$7.1M (-$684.9K)
Filed 2026-10-21
Peddock Capital Advisors, LLC
DECREASED
Shares25,566 from 25,813
Change-247 (-1%)
Value$7.1M (-$651.0K)
Filed 2026-10-16
Meridian Wealth Management, LLC
DECREASED
Shares25,518 from 25,657
Change-139 (-1%)
Value$7.1M (-$617.7K)
Filed 2026-11-05
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares25,501 from 25,486
Change+15 (+0%)
Value$7.1M (-$570.8K)
Filed 2026-10-14
Boston Trust Walden Corp
INCREASED
Shares25,266 from 22,352
Change+2,914 (+13%)
Value$7.0M (+$305.5K)
Filed 2026-10-30
Apella Capital, LLC
INCREASED
Shares25,092 from 19,923
Change+5,169 (+26%)
Value$7.0M (+$1.1M)
Filed 2026-10-08
Union Savings Bank
DECREASED
Shares24,986 from 25,308
Change-322 (-1%)
Value$6.9M (-$660.4K)
Filed 2026-10-14
Madrid Financial Services
INCREASED
Shares24,851 from 24,438
Change+413 (+2%)
Value$6.9M (-$436.5K)
Filed 2026-11-03
Wincap Financial LLC
INCREASED
Shares24,725 from 24,414
Change+311 (+1%)
Value$6.9M (-$464.2K)
Filed 2026-10-20
Williams Jones Wealth Management, Llc.
INCREASED
Shares24,644 from 24,196
Change+448 (+2%)
Value$6.8M (-$421.4K)
Filed 2026-11-05
Crescent Grove Advisors, LLC
INCREASED
Shares24,545 from 22,227
Change+2,318 (+10%)
Value$6.8M (+$142.7K)
Filed 2026-10-21
Welch & Forbes LLC
DECREASED
Shares24,486 from 24,806
Change-320 (-1%)
Value$6.8M (-$648.6K)
Filed 2026-11-04
Canton Hathaway, LLC
INCREASED
Shares24,431 from 24,411
Change+20 (+0%)
Value$6.8M (-$545.2K)
Filed 2026-10-23
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares24,330 from 23,381
Change+949 (+4%)
Value$6.8M (-$263.8K)
Filed 2026-10-22
PFW Advisors LLC
DECREASED
Shares24,288 from 24,589
Change-301 (-1%)
Value$6.7M (-$638.4K)
Filed 2026-10-07
McKinley Carter Wealth Services, Inc.
DECREASED
Shares23,853 from 23,903
Change-50 (0%)
Value$6.6M (-$553.2K)
Filed 2026-10-16
Clark Financial Services Group Inc
DECREASED
Shares23,823 from 23,826
Change-3 (0%)
Value$6.6M (-$538.3K)
Filed 2026-10-19
Ryan Investment Management, Inc.
INCREASED
Shares23,541 from 22,356
Change+1,185 (+5%)
Value$6.5M (-$175.1K)
Filed 2026-10-20
Pinkerton Wealth, LLC
DECREASED
Shares23,519 from 751,445
Change-727,926 (-97%)
Value$6.5M (-$179.8M)
Filed 2026-10-29
Virtue Capital Management, LLC
NEW
Shares23,489
Change+23,489
Value$6.5M
Filed 2026-10-29
Parallel Advisors, LLC
DECREASED
Shares23,434 from 24,103
Change-669 (-3%)
Value$6.5M (-$729.7K)
Filed 2026-11-03
City Holding Co
DECREASED
Shares23,331 from 23,666
Change-335 (-1%)
Value$6.5M (-$627.0K)
Filed 2026-10-19
Diversify Wealth Management, LLC
DECREASED
Shares23,146 from 55,597
Change-32,451 (-58%)
Value$6.4M (-$9.9M)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares23,146 from 55,597
Change-32,451 (-58%)
Value$6.4M (-$9.9M)
Filed 2026-10-20
Nvwm, LLC
DECREASED
Shares22,879 from 24,049
Change-1,170 (-5%)
Value$6.4M (-$867.7K)
Filed 2026-10-14
Novem Group
INCREASED
Shares22,870 from 22,418
Change+452 (+2%)
Value$6.4M (-$379.9K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares22,852 from 17,230
Change+5,622 (+33%)
Value$6.4M (+$1.2M)
Filed 2026-10-21
Trust Co of Toledo NA
INCREASED
Shares22,835 from 22,434
Change+401 (+2%)
Value$6.3M (-$394.7K)
Filed 2026-10-16
Rockingstone Advisors LLC
INCREASED
Shares22,718 from 22,716
Change+2 (+0%)
Value$6.3M (-$511.9K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares22,684 from 18,947
Change+3,737 (+20%)
Value$6.3M (+$611.2K)
Filed 2026-11-03
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares22,625 from 22,424
Change+201 (+1%)
Value$6.3M (-$450.3K)
Filed 2026-10-15
True Freedom Investing, LLC
DECREASED
Shares22,604 from 904,461
Change-881,857 (-97%)
Value$6.3M (-$218.0M)
Filed 2026-10-29
E&G Advisors, LLC
INCREASED
Shares22,603 from 22,319
Change+284 (+1%)
Value$6.3M (-$424.6K)
Filed 2026-10-13
Lifestyle Asset Management, Inc.
INCREASED
Shares22,456 from 21,366
Change+1,090 (+5%)
Value$6.2M (-$179.0K)
Filed 2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares22,450 from 25,846
Change-3,396 (-13%)
Value$6.2M (-$1.5M)
Filed 2026-10-13
Amtrust Financial Services, Inc.
UNCHANGED
Shares22,200 from 22,200
Change0 (0%)
Value$6.2M (-$500.8K)
Filed 2026-10-19
Duncker Streett & Co Inc
INCREASED
Shares22,110 from 21,986
Change+124 (+1%)
Value$6.1M (-$461.5K)
Filed 2026-10-27
Vise Technologies, Inc.
INCREASED
Shares22,032 from 19,830
Change+2,202 (+11%)
Value$6.1M (+$164.6K)
Filed 2026-10-29
IronBridge Private Wealth, LLC
DECREASED
Shares22,026 from 22,493
Change-467 (-2%)
Value$6.1M (-$637.2K)
Filed 2026-11-03
Helios Capital Management Pte. LTD
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$6.1M (-$496.3K)
Filed 2026-10-14
Laurel Wealth Advisors LLC
INCREASED
Shares21,998 from 21,013
Change+985 (+5%)
Value$6.1M (-$200.3K)
Filed 2026-10-27
CWA Asset Management Group, LLC
DECREASED
Shares21,923 from 22,412
Change-489 (-2%)
Value$6.1M (-$641.4K)
Filed 2026-10-19
Meridian Investment Counsel Inc.
DECREASED
Shares21,893 from 22,352
Change-459 (-2%)
Value$6.1M (-$631.8K)
Filed 2026-10-14
Cordgrass Capital Advisors, LLC
DECREASED
Shares21,684 from 22,192
Change-508 (-2%)
Value$6.0M (-$642.0K)
Filed 2026-10-30
St. Johns Investment Management Company, LLC
DECREASED
Shares21,506 from 21,877
Change-371 (-2%)
Value$6.0M (-$596.6K)
Filed 2026-10-30
Arcadia Investment Advisors LLC
DECREASED
Shares21,437 from 21,596
Change-159 (-1%)
Value$6.0M (-$531.4K)
Filed 2026-10-13
Stordahl Capital Management, Inc.
DECREASED
Shares21,388 from 21,530
Change-142 (-1%)
Value$5.9M (-$525.3K)
Filed 2026-10-22
Fire Capital Management LLC
INCREASED
Shares21,258 from 17,927
Change+3,331 (+19%)
Value$5.9M (+$521.2K)
Filed 2026-10-27
Carnegie Investment Counsel
INCREASED
Shares21,167 from 20,382
Change+785 (+4%)
Value$5.9M (-$241.5K)
Filed 2026-10-20
Fort Washington Investment Advisors Inc
DECREASED
Shares21,140 from 22,159
Change-1,019 (-5%)
Value$5.9M (-$783.1K)
Filed 2026-10-15
Fairway Wealth LLC
INCREASED
Shares20,789 from 18,821
Change+1,968 (+10%)
Value$5.8M (+$122.3K)
Filed 2026-10-30
Smith Chas P & Associates PA Cpas
DECREASED
Shares20,744 from 20,750
Change-6 (0%)
Value$5.6M (-$624.3K)
Filed 2026-10-22
VVR Holdings LLC
INCREASED
Shares20,658 from 20,057
Change+601 (+3%)
Value$5.7M (-$285.5K)
Filed 2026-10-19
Washington Trust Bank
INCREASED
Shares20,446 from 17,491
Change+2,955 (+17%)
Value$5.7M (+$426.6K)
Filed 2026-11-03
Vista Finance, LLC
INCREASED
Shares20,443 from 20,244
Change+199 (+1%)
Value$5.7M (-$401.3K)
Filed 2026-10-23
Davenport & Co LLC
INCREASED
Shares20,142 from 17,874
Change+2,268 (+13%)
Value$5.6M (+$227.2K)
Filed 2026-10-14
Mather Group, Llc.
INCREASED
Shares20,007 from 16,103
Change+3,904 (+24%)
Value$5.6M (+$721.6K)
Filed 2026-10-14
AUA Capital Management, LLC
DECREASED
Shares19,933 from 20,794
Change-861 (-4%)
Value$5.5M (-$708.4K)
Filed 2026-10-15
Addenda Capital Inc.
INCREASED
Shares19,910 from 18,910
Change+1,000 (+5%)
Value$5.5M (-$147.3K)
Filed 2026-10-13
Certuity, LLC
INCREASED
Shares19,795 from 16,382
Change+3,413 (+21%)
Value$5.5M (+$578.9K)
Filed 2026-11-02
Smith & Howard Wealth Management, LLC
DECREASED
Shares19,769 from 20,209
Change-440 (-2%)
Value$5.5M (-$578.2K)
Filed 2026-10-27
TCV Trust & Wealth Management, Inc.
DECREASED
Shares19,768 from 19,934
Change-166 (-1%)
Value$5.5M (-$495.8K)
Filed 2026-10-16
Blue Trust, Inc.
INCREASED
Shares19,606 from 3,739
Change+15,867 (+424%)
Value$5.4M (+$4.3M)
Filed 2026-10-15
Addis & Hill, Inc
UNCHANGED
Shares19,216 from 19,216
Change0 (0%)
Value$5.8M ($0)
Filed 2026-10-19
Cannon Advisors, Inc.
DECREASED
Shares19,169 from 21,640
Change-2,471 (-11%)
Value$5.3M (-$1.1M)
Filed 2026-10-14
Parisi Gray Wealth Management
DECREASED
Shares19,071 from 33,128
Change-14,057 (-42%)
Value$5.3M (-$4.7M)
Filed 2026-10-16
Nixon Peabody Trust Co
INCREASED
Shares19,035 from 6,755
Change+12,280 (+182%)
Value$5.3M (+$3.3M)
Filed 2026-10-23
Sarasin & Partners LLP
INCREASED
Shares18,933 from 17,573
Change+1,360 (+8%)
Value$5.3M (-$18.5K)
Filed 2026-10-13
Macco Financial Group, Inc.
DECREASED
Shares18,897 from 22,612
Change-3,715 (-16%)
Value$5.3M (-$1.5M)
Filed 2026-11-05
Corepath Wealth Partners LLC
DECREASED
Shares18,841 from 20,583
Change-1,742 (-8%)
Value$5.2M (-$808.3K)
Filed 2026-10-21
Lanark Financial, Inc.
INCREASED
Shares18,820 from 18,014
Change+806 (+4%)
Value$5.2M (-$182.5K)
Filed 2026-10-26
FSA Wealth Partners, Inc.
INCREASED
Shares18,413 from 18,150
Change+263 (+1%)
Value$5.1M (-$336.4K)
Filed 2026-10-26
Steph & Co
DECREASED
Shares18,385 from 19,262
Change-877 (-5%)
Value$5.1M (-$678.3K)
Filed 2026-10-07
C2c Wealth Management, LLC
DECREASED
Shares18,360 from 18,705
Change-345 (-2%)
Value$5.1M (-$517.8K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares18,338 from 20,404
Change-2,066 (-10%)
Value$5.1M (-$1.1M)
Filed 2026-10-23
Sunburst Financial Group, LLC
UNCHANGED
Shares18,254 from 18,254
Change0 (0%)
Value$5.1M (-$411.8K)
Filed 2026-10-09
Canandaigua National Bank & Trust Co
DECREASED
Shares18,228 from 18,292
Change-64 (0%)
Value$5.1M (-$430.5K)
Filed 2026-10-07
Ironsides Asset Advisors, LLC
DECREASED
Shares18,199 from 20,793
Change-2,594 (-12%)
Value$5.1M (-$1.2M)
Filed 2026-10-20
Krane Financial Solutions LLC
DECREASED
Shares18,182 from 18,360
Change-178 (-1%)
Value$5.1M (-$463.8K)
Filed 2026-10-30
Summit Place Financial Advisors, LLC
DECREASED
Shares18,131 from 19,131
Change-1,000 (-5%)
Value$5.0M (-$709.5K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
INCREASED
Shares18,113 from 17,735
Change+378 (+2%)
Value$5.1M (-$253.7K)
Filed 2026-10-16
Marquette Asset Management, LLC
DECREASED
Shares18,067 from 18,308
Change-241 (-1%)
Value$5.0M (-$480.0K)
Filed 2026-10-09
Fulton Bank, N.A.
DECREASED
Shares17,825 from 17,956
Change-131 (-1%)
Value$5.0M (-$441.5K)
Filed 2026-10-14
Wedmont Private Capital
DECREASED
Shares17,700 from 17,876
Change-176 (-1%)
Value$4.9M (-$378.1K)
Filed 2026-10-09
Strategic Equity Management
DECREASED
Shares17,670 from 45,717
Change-28,047 (-61%)
Value$4.9M (-$8.8M)
Filed 2026-11-04
Guided Capital Wealth Management, LLC
DECREASED
Shares17,651 from 17,691
Change-40 (0%)
Value$4.9M (-$410.2K)
Filed 2026-10-21
Acropolis Investment Management, LLC
DECREASED
Shares17,631 from 17,963
Change-332 (-2%)
Value$4.9M (-$497.5K)
Filed 2026-10-08
Mycio Wealth Partners, LLC
INCREASED
Shares17,490 from 14,550
Change+2,940 (+20%)
Value$4.9M (+$488.7K)
Filed 2026-11-04
Equitable Trust Co
DECREASED
Shares17,458 from 17,713
Change-255 (-1%)
Value$4.9M (-$470.5K)
Filed 2026-10-13
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares17,413 from 15,367
Change+2,046 (+13%)
Value$4.8M (+$221.9K)
Filed 2026-11-04
Toth Financial Advisory Corp
INCREASED
Shares17,346 from 10,389
Change+6,957 (+67%)
Value$4.8M (+$1.7M)
Filed 2026-10-08
Appleton Partners Inc
DECREASED
Shares17,206 from 17,750
Change-544 (-3%)
Value$4.8K (-$5.3M)
Filed 2026-10-30
PFG Advisors
INCREASED
Shares17,059 from 15,183
Change+1,876 (+12%)
Value$4.7M (+$178.6K)
Filed 2026-10-16
Private Trust Co NA
DECREASED
Shares16,960 from 18,589
Change-1,629 (-9%)
Value$4.7M (-$872.2K)
Filed 2026-10-20
Auour Investments LLC
DECREASED
Shares16,927 from 17,025
Change-98 (-1%)
Value$4.7M (-$411.4K)
Filed 2026-10-28
Atria Investments, Inc
DECREASED
Shares16,719 from 52,620
Change-35,901 (-68%)
Value$4.6M (-$11.2M)
Filed 2026-10-15
HUB Investment Partners, LLC
DECREASED
Shares16,708 from 18,003
Change-1,295 (-7%)
Value$4.6M (-$766.0K)
Filed 2026-11-03
Crestwood Advisors Group, LLC
DECREASED
Shares16,648 from 16,864
Change-216 (-1%)
Value$4.6M (-$440.5K)
Filed 2026-10-27
Diversified Enterprises, LLC
INCREASED
Shares16,622 from 13,073
Change+3,549 (+27%)
Value$4.6M (+$691.1K)
Filed 2026-10-19
Ndwm LLC
INCREASED
Shares16,506 from 15,655
Change+851 (+5%)
Value$4.6M (-$116.7K)
Filed 2026-11-05
Sincerus Advisory, LLC
INCREASED
Shares16,458 from 16,302
Change+156 (+1%)
Value$4.6M (-$324.3K)
Filed 2026-10-09
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares16,396 from 21,319
Change-4,923 (-23%)
Value$4.6M (-$1.8M)
Filed 2026-10-27
AlphaCore Capital LLC
INCREASED
Shares16,352 from 13,831
Change+2,521 (+18%)
Value$4.5M (+$388.5K)
Filed 2026-11-04
Patten & Patten Inc
INCREASED
Shares16,297 from 15,957
Change+340 (+2%)
Value$4.5M (-$265.5K)
Filed 2026-10-26
Inman Jager Wealth Management, LLC
DECREASED
Shares16,052 from 16,071
Change-19 (0%)
Value$4.5M (-$367.8K)
Filed 2026-11-05
American Assets Investment Management, LLC
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$4.4M (-$361.0K)
Filed 2026-10-30
CoreCap Advisors, LLC
DECREASED
Shares15,994 from 33,640
Change-17,646 (-52%)
Value$4.4M (-$5.7M)
Filed 2026-10-08
Harmony Asset Management LLC
DECREASED
Shares15,984 from 15,994
Change-10 (0%)
Value$4.4M (-$363.6K)
Filed 2026-10-20
Firestone Capital Management
DECREASED
Shares15,975 from 16,087
Change-112 (-1%)
Value$4.4M (-$394.3K)
Filed 2026-11-03
Doliver Advisors, LP
DECREASED
Shares15,920 from 16,173
Change-253 (-2%)
Value$4.4M (-$435.2K)
Filed 2026-10-01
Spire Wealth Management
DECREASED
Shares15,791 from 20,445
Change-4,654 (-23%)
Value$4.4M (-$1.8M)
Filed 2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED
Shares15,692 from 15,552
Change+140 (+1%)
Value$4.4M (-$311.8K)
Filed 2026-10-21
Founders Financial Securities LLC
INCREASED
Shares15,638 from 2,530
Change+13,108 (+518%)
Value$4.3M (+$3.6M)
Filed 2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares15,588 from 15,558
Change+30 (+0%)
Value$4.3M (-$342.6K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
INCREASED
Shares15,541 from 15,475
Change+66 (+0%)
Value$4.3M (-$330.8K)
Filed 2026-11-02
Connecticut Wealth Management, LLC
DECREASED
Shares15,302 from 15,979
Change-677 (-4%)
Value$4.3M (-$548.4K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares15,292 from 13,588
Change+1,704 (+13%)
Value$4.2M (+$167.1K)
Filed 2026-10-23
BankPlus Wealth Management LLC
DECREASED
Shares15,291 from 16,143
Change-852 (-5%)
Value$4.3M (-$600.9K)
Filed 2026-10-13
Joel Isaacson & Co., LLC
INCREASED
Shares15,272 from 15,233
Change+39 (+0%)
Value$4.2M (-$332.9K)
Filed 2026-11-05
Heritage Investors Management Corp
DECREASED
Shares15,259 from 16,722
Change-1,463 (-9%)
Value$4.2K (-$5.0M)
Filed 2026-10-29
Richard P Slaughter Associates Inc
DECREASED
Shares15,224 from 17,243
Change-2,019 (-12%)
Value$4.2M (-$950.1K)
Filed 2026-10-13
Chemung Canal Trust Co
INCREASED
Shares15,221 from 13,492
Change+1,729 (+13%)
Value$4.2M (+$176.1K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
INCREASED
Shares15,202 from 9,499
Change+5,703 (+60%)
Value$4.2M (+$1.4M)
Filed 2026-10-28
WealthBridge Capital Management, LLC
DECREASED
Shares15,183 from 15,325
Change-142 (-1%)
Value$4.2M (-$385.4K)
Filed 2026-10-16
Banque Pictet & CIE SA
INCREASED
Shares15,119 from 14,921
Change+198 (+1%)
Value$4.2M (-$281.6K)
Filed 2026-10-16
Salem Investment Counselors Inc
INCREASED
Shares15,018 from 13,443
Change+1,575 (+12%)
Value$4.2M (+$134.4K)
Filed 2026-10-13
Plancorp, LLC
INCREASED
Shares14,931 from 11,721
Change+3,210 (+27%)
Value$4.2M (+$730.9K)
Filed 2026-11-03
Wealth Advisory Solutions, LLC
DECREASED
Shares14,920 from 15,094
Change-174 (-1%)
Value$4.1M (-$388.8K)
Filed 2026-10-20
Sagespring Wealth Partners, LLC
INCREASED
Shares14,874 from 14,597
Change+277 (+2%)
Value$4.1M (-$252.2K)
Filed 2026-10-22
Trifecta Capital Advisors, LLC
INCREASED
Shares14,840 from 14,568
Change+272 (+2%)
Value$4.1M (-$253.2K)
Filed 2026-10-21
Corundum Group, Inc.
INCREASED
Shares14,779 from 14,006
Change+773 (+6%)
Value$4.1M (-$101.2K)
Filed 2026-10-28
International Assets Investment Management, LLC
DECREASED
Shares14,770 from 16,517
Change-1,747 (-11%)
Value$4.1M (-$822.8K)
Filed 2026-11-02
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED
Shares14,684 from 15,151
Change-467 (-3%)
Value$4.1M (-$471.6K)
Filed 2026-10-30
Gateway Investment Advisers LLC
INCREASED
Shares14,616 from 7,661
Change+6,955 (+91%)
Value$4.1M (+$1.8M)
Filed 2026-10-13
Mission Wealth Management, LP
DECREASED
Shares14,601 from 17,056
Change-2,455 (-14%)
Value$4.1M (-$1.1M)
Filed 2026-10-15
First Merchants Corp
INCREASED
Shares14,464 from 14,337
Change+127 (+1%)
Value$4.0M (-$288.2K)
Filed 2026-10-15
Ninety One SA (PTY) Ltd
UNCHANGED
Shares14,357 from 14,357
Change0 (0%)
Value$4.0M (-$269.5K)
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares14,230 from 13,162
Change+1,068 (+8%)
Value$4.0M (-$193)
Filed 2026-10-29
Viewpoint Capital Management LLC
INCREASED
Shares14,206 from 13,706
Change+500 (+4%)
Value$3.9M (-$170.2K)
Filed 2026-10-27
Manchester Capital Management LLC
DECREASED
Shares14,192 from 14,202
Change-10 (0%)
Value$3.9M (-$323.2K)
Filed 2026-10-22
Birch Hill Investment Advisors LLC
UNCHANGED
Shares14,156 from 14,156
Change0 (0%)
Value$3.9M (-$319.4K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED
Shares14,142 from 12,124
Change+2,018 (+17%)
Value$3.9M (+$287.5K)
Filed 2026-10-23
GC Wealth Management RIA, LLC
DECREASED
Shares14,005 from 15,064
Change-1,059 (-7%)
Value$3.9M (-$633.9K)
Filed 2026-11-02
Quadrant Capital Group LLC
DECREASED
Shares13,756 from 14,019
Change-263 (-2%)
Value$3.8M (-$405.9K)
Filed 2026-10-20
Montag A & Associates Inc
DECREASED
Shares13,730 from 13,792
Change-62 (0%)
Value$3.8M (-$328.4K)
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares13,707 from 13,516
Change+191 (+1%)
Value$3.7M (-$341.4K)
Filed 2026-10-15
Evermay Wealth Management LLC
DECREASED
Shares13,629 from 14,010
Change-381 (-3%)
Value$3.8M (-$421.9K)
Filed 2026-11-05
Harbour Capital Advisors, LLC
DECREASED
Shares13,583 from 13,598
Change-15 (0%)
Value$3.8M (-$250.3K)
Filed 2026-10-13
Nicholas Hoffman & Company, Llc.
INCREASED
Shares13,498 from 13,239
Change+259 (+2%)
Value$3.8M (-$226.7K)
Filed 2026-10-30
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares13,485 from 13,857
Change-372 (-3%)
Value$3.7M (-$416.0K)
Filed 2026-10-15
Davidson Trust Co
UNCHANGED
Shares13,469 from 13,469
Change0 (0%)
Value$3.7M (-$303.9K)
Filed 2026-10-09
Bison Wealth, LLC
INCREASED
Shares13,445 from 11,310
Change+2,135 (+19%)
Value$3.7M (+$355.7K)
Filed 2026-10-13
Seamount Financial Group Inc
INCREASED
Shares13,397 from 13,235
Change+162 (+1%)
Value$3.7M (-$253.4K)
Filed 2026-10-21
Chatham Capital Group, Inc.
INCREASED
Shares13,325 from 9,344
Change+3,981 (+43%)
Value$3.7M (+$895.5K)
Filed 2026-10-16
Cranbrook Wealth Management, LLC
INCREASED
Shares13,230 from 13,133
Change+97 (+1%)
Value$3.7M (-$269.5K)
Filed 2026-10-28
Independence Wealth Advisors, LLC
DECREASED
Shares13,177 from 13,886
Change-709 (-5%)
Value$3.7M (-$505.9K)
Filed 2026-10-29
Principal Financial Group Inc
DECREASED
Shares13,156 from 13,335
Change-179 (-1%)
Value$3.7M (-$350.6K)
Filed 2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares13,108 from 12,759
Change+349 (+3%)
Value$3.6M (-$190.9K)
Filed 2026-10-14
Vision Capital Management, Inc.
DECREASED
Shares13,066 from 13,157
Change-91 (-1%)
Value$3.6M (-$322.1K)
Filed 2026-10-20
Flagstar Securities, Inc
INCREASED
Shares12,995 from 11,982
Change+1,013 (+8%)
Value$3.6M (+$11.1K)
Filed 2026-10-15
Leslie Global Wealth, LLC
INCREASED
Shares12,946 from 10,872
Change+2,074 (+19%)
Value$3.6M (+$331.1K)
Filed 2026-10-26
Larson Financial Group LLC
INCREASED
Shares12,888 from 9,983
Change+2,905 (+29%)
Value$3.6M (+$581.9K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares12,846 from 9,471
Change+3,375 (+36%)
Value$3.6M (+$724.2K)
Filed 2026-10-21
Rebalance, LLC
INCREASED
Shares12,808 from 12,774
Change+34 (+0%)
Value$3.6M (-$278.9K)
Filed 2026-10-22
M Holdings Securities, Inc.
NEW
Shares12,796
Change+12,796
Value$3.6M
Filed 2026-11-03
Beam Wealth Advisors, Inc.
DECREASED
Shares12,708 from 13,607
Change-899 (-7%)
Value$3.5M (-$557.0K)
Filed 2026-11-03
Breakthru Advisory Services, LLC
UNCHANGED
Shares12,642 from 12,642
Change0 (0%)
Value$3.5M (-$285.2K)
Filed 2026-10-13
Central Pacific Bank - Trust Division
DECREASED
Shares12,531 from 12,772
Change-241 (-2%)
Value$3.5M (-$355.1K)
Filed 2026-10-06
Archer Investment Corp
INCREASED
Shares12,525 from 12,333
Change+192 (+2%)
Value$3.5M (-$224.9K)
Filed 2026-11-05
Avior Wealth Management, LLC
DECREASED
Shares12,455 from 14,277
Change-1,822 (-13%)
Value$3.4M (-$826.3K)
Filed 2026-10-13
Almanack Investment Partners, Llc.
DECREASED
Shares12,253 from 13,182
Change-929 (-7%)
Value$3.4M (-$555.7K)
Filed 2026-11-03
ASL Financial, LLC
DECREASED
Shares12,246 from 12,332
Change-86 (-1%)
Value$3.4M (-$316.1K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
INCREASED
Shares12,222 from 11,292
Change+930 (+8%)
Value$3.4M (+$3.6K)
Filed 2026-10-30
Pines Wealth Management, LLC
DECREASED
Shares12,181 from 12,482
Change-301 (-2%)
Value$3.4M (-$365.2K)
Filed 2026-10-21
Summit Wealth Group LLC / Co
INCREASED
Shares12,110 from 1,348
Change+10,762 (+798%)
Value$3.4M (+$3.0M)
Filed 2026-10-29
3Chopt Investment Partners, LLC
DECREASED
Shares11,873 from 11,891
Change-18 (0%)
Value$3.3M (-$273.3K)
Filed 2026-10-30
USA Financial Formulas
NEW
Shares11,842
Change+11,842
Value$3.3M
Filed 2026-10-16
Prudent Man Advisors, LLC
DECREASED
Shares11,810 from 11,826
Change-16 (0%)
Value$3.3M (-$271.2K)
Filed 2026-11-03
Quadcap Wealth Management, LLC
INCREASED
Shares11,648 from 11,636
Change+12 (+0%)
Value$3.2M (-$259.2K)
Filed 2026-11-02
Burke & Herbert Bank & Trust Co
INCREASED
Shares11,588 from 11,043
Change+545 (+5%)
Value$3.2M (-$97.7K)
Filed 2026-11-02
Clientfirst Wealth Management, LLC
DECREASED
Shares11,428 from 11,603
Change-175 (-2%)
Value$3.2M (-$310.4K)
Filed 2026-11-04
Facet Wealth, Inc.
INCREASED
Shares11,365 from 11,107
Change+258 (+2%)
Value$3.2M (-$178.9K)
Filed 2026-11-04
Maxi Investments CY Ltd
DECREASED
Shares11,235 from 16,570
Change-5,335 (-32%)
Value$3.1K (-$5.0M)
Filed 2026-10-26
Integrity Alliance, Llc.
DECREASED
Shares11,177 from 12,865
Change-1,688 (-13%)
Value$3.1M (-$759.5K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
DECREASED
Shares11,098 from 12,529
Change-1,431 (-11%)
Value$3.1M (-$677.7K)
Filed 2026-10-30
Paragon Private Wealth Management, LLC
INCREASED
Shares11,092 from 9,681
Change+1,411 (+15%)
Value$3.1M (+$173.6K)
Filed 2026-10-20
SAX Wealth Advisors, LLC
INCREASED
Shares10,947 from 4,018
Change+6,929 (+172%)
Value$3.0M (+$2.0M)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares10,895 from 10,583
Change+312 (+3%)
Value$3.0M (-$152.1K)
Filed 2026-11-04
Greenleaf Trust
DECREASED
Shares10,874 from 13,911
Change-3,037 (-22%)
Value$3.0M (-$1.2M)
Filed 2026-10-29
Abundance Wealth Counselors
DECREASED
Shares10,870 from 13,098
Change-2,228 (-17%)
Value$3.0M (-$914.8K)
Filed 2026-10-26
LifeSteps Financial, Inc.
DECREASED
Shares10,795 from 11,702
Change-907 (-8%)
Value$3.0M (-$516.1K)
Filed 2026-10-15
Forte Asset Management LLC
DECREASED
Shares10,788 from 10,935
Change-147 (-1%)
Value$3.0M (-$287.7K)
Filed 2026-10-13
Allodium Investment Consultants, LLC
DECREASED
Shares10,787 from 10,877
Change-90 (-1%)
Value$3.0M (-$270.4K)
Filed 2026-10-14
Wedbush Securities Inc
DECREASED
Shares10,734 from 13,285
Change-2,551 (-19%)
Value$3.0K (-$4.0M)
Filed 2026-10-22
Nations Financial Group Inc,
INCREASED
Shares10,713 from 10,182
Change+531 (+5%)
Value$3.0M (-$82.2K)
Filed 2026-11-05
Lyell Wealth Management, LP
INCREASED
Shares10,699 from 9,974
Change+725 (+7%)
Value$3.0M (-$23.5K)
Filed 2026-10-30
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares10,657 from 10,683
Change-26 (0%)
Value$3.0M (-$248.2K)
Filed 2026-10-13
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares10,609 from 10,609
Change0 (0%)
Value$2.9M (-$239.3K)
Filed 2026-10-30
Genesee Capital Advisors, LLC
DECREASED
Shares10,598 from 10,849
Change-251 (-2%)
Value$2.9M (-$314.4K)
Filed 2026-10-20
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares10,597 from 10,598
Change-1 (0%)
Value$2.9M (-$239.4K)
Filed 2026-10-16
Redw Wealth LLC
DECREASED
Shares10,596 from 11,209
Change-613 (-5%)
Value$2.9M (-$423.3K)
Filed 2026-11-02
Udine Wealth Management, Inc.
INCREASED
Shares10,496 from 10,309
Change+187 (+2%)
Value$2.9M (-$180.6K)
Filed 2026-10-23
Frederick Financial Consultants, LLC
INCREASED
Shares10,409 from 10,384
Change+25 (+0%)
Value$2.9M (-$227.3K)
Filed 2026-10-29
Anchor Capital Advisors LLC
DECREASED
Shares10,401 from 10,602
Change-201 (-2%)
Value$2.9M (-$295.0K)
Filed 2026-11-05
Segment Wealth Management, LLC
INCREASED
Shares10,300 from 6,900
Change+3,400 (+49%)
Value$2.9M (+$789.2K)
Filed 2026-10-26
Soltis Investment Advisors LLC
INCREASED
Shares10,266 from 7,785
Change+2,481 (+32%)
Value$2.9M (+$513.6K)
Filed 2026-10-28
Cosner Financial Group, LLC
INCREASED
Shares10,246 from 10,084
Change+162 (+2%)
Value$2.8M (-$182.5K)
Filed 2026-11-03
Virtue Asset Management LLC
DECREASED
Shares10,203 from 10,213
Change-10 (0%)
Value$2.8M (-$233.2K)
Filed 2026-10-21
American Institute for Advanced Investment Management, LLP
DECREASED
Shares10,177 from 10,912
Change-735 (-7%)
Value$2.8M (-$450.5K)
Filed 2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares10,143 from 10,002
Change+141 (+1%)
Value$2.8M (-$186.5K)
Filed 2026-10-29
CWC Advisors, Llc.
DECREASED
Shares10,137 from 11,104
Change-967 (-9%)
Value$2.8M (-$519.2K)
Filed 2026-10-15
GEM Asset Management, LLC
DECREASED
Shares10,078 from 10,908
Change-830 (-8%)
Value$2.8M (-$476.7K)
Filed 2026-10-13
Quattro Financial Advisors LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$2.8M (-$225.6K)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares9,985 from 9,398
Change+587 (+6%)
Value$2.8M (-$48.9K)
Filed 2026-10-27
DWR Wealth Management, LLC
DECREASED
Shares9,968 from 10,100
Change-132 (-1%)
Value$2.8M (-$238.4K)
Filed 2026-10-13
Ashton Thomas Securities, LLC
NEW
Shares9,939
Change+9,939
Value$2.8M
Filed 2026-10-26
Matrix Asset Advisors Inc
DECREASED
Shares9,808 from 10,097
Change-289 (-3%)
Value$2.7M (-$308.1K)
Filed 2026-10-13
KCM Investment Advisors LLC
INCREASED
Shares9,801 from 9,477
Change+324 (+3%)
Value$2.7M (-$123.8K)
Filed 2026-10-27
Revolve Wealth Partners, LLC
DECREASED
Shares9,679 from 9,701
Change-22 (0%)
Value$2.7M (-$224.9K)
Filed 2026-10-23
Southern Capital Advisors, LLC
INCREASED
Shares9,640 from 9,631
Change+9 (+0%)
Value$2.7M (-$214.8K)
Filed 2026-10-26
Jessup Wealth Management, Inc
DECREASED
Shares9,631 from 10,071
Change-440 (-4%)
Value$2.7M (-$349.5K)
Filed 2026-10-20
Parsons Capital Management Inc
INCREASED
Shares9,621 from 8,610
Change+1,011 (+12%)
Value$2.7M (+$86.8K)
Filed 2026-10-28
RKL Wealth Management LLC
DECREASED
Shares9,620 from 9,630
Change-10 (0%)
Value$2.7M (-$220.1K)
Filed 2026-10-16
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares9,579 from 9,982
Change-403 (-4%)
Value$2.7M (-$337.2K)
Filed 2026-10-22
Sachem Hill LLC
DECREASED
Shares9,556 from 9,720
Change-164 (-2%)
Value$2.7M (-$265.1K)
Filed 2026-10-14
Lakeshore Financial Planning, Inc.
INCREASED
Shares9,542 from 8,104
Change+1,438 (+18%)
Value$2.7M (+$216.7K)
Filed 2026-10-13
Mlp3, LLC
INCREASED
Shares9,497 from 8,877
Change+620 (+7%)
Value$2.6M (-$27.7K)
Filed 2026-10-22
jvl associates llc
UNCHANGED
Shares9,416 from 9,416
Change0 (0%)
Value$2.6M (-$212.4K)
Filed 2026-10-09
West Bancorporation Inc
DECREASED
Shares9,409 from 9,898
Change-489 (-5%)
Value$2.6M (-$359.2K)
Filed 2026-10-29
RMR Wealth Builders
DECREASED
Shares9,395 from 10,238
Change-843 (-8%)
Value$2.6M (-$465.1K)
Filed 2026-10-22
Claro Advisors Inc.
DECREASED
Shares9,377 from 9,479
Change-102 (-1%)
Value$2.6M (-$242.0K)
Filed 2026-11-02
Gridiron Partners, LLC
UNCHANGED
Shares9,353 from 9,353
Change0 (0%)
Value$2.6M (-$211.0K)
Filed 2026-10-08
Trust Point Inc.
INCREASED
Shares9,323 from 9,023
Change+300 (+3%)
Value$2.6M (-$120.2K)
Filed 2026-10-27
Absolute Capital Management, LLC
DECREASED
Shares9,281 from 9,283
Change-2 (0%)
Value$2.6M (-$210.0K)
Filed 2026-10-16
Sonata Capital Group Inc
INCREASED
Shares9,272 from 9,215
Change+57 (+1%)
Value$2.6M (-$191.8K)
Filed 2026-10-19
Essex Bank
DECREASED
Shares9,140 from 9,365
Change-225 (-2%)
Value$2.5M (-$273.8K)
Filed 2026-10-16
Childress Capital Advisors, LLC
INCREASED
Shares9,107 from 9,062
Change+45 (+1%)
Value$2.5M (-$192.1K)
Filed 2026-10-28
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares9,067 from 9,067
Change0 (0%)
Value$2.5M (-$204.0K)
Filed 2026-11-05
Legacy Bridge, LLC
DECREASED
Shares9,066 from 9,076
Change-10 (0%)
Value$2.5M (-$207.5K)
Filed 2026-10-28
Value Investment Professionals, LLC
INCREASED
Shares9,025 from 8,986
Change+39 (+0%)
Value$2.5M (-$191.6K)
Filed 2026-10-13
Trust Co of Vermont
INCREASED
Shares9,005 from 7,388
Change+1,617 (+22%)
Value$2.5M (+$282.7K)
Filed 2026-10-21
Innealta Capital, LLC
UNCHANGED
Shares9,002 from 9,002
Change0 (0%)
Value$2.5M (-$203.1K)
Filed 2026-11-02
Tanager Wealth Management LLP
DECREASED
Shares8,981 from 9,168
Change-187 (-2%)
Value$2.5M (-$258.8K)
Filed 2026-10-19
Gryphon Financial Partners LLC
INCREASED
Shares8,957 from 8,857
Change+100 (+1%)
Value$2.5M (-$171.9K)
Filed 2026-11-04
Advisor OS, LLC
INCREASED
Shares8,953 from 8,828
Change+125 (+1%)
Value$2.5M (-$164.3K)
Filed 2026-11-03
Aaron Wealth Advisors LLC
DECREASED
Shares8,929 from 9,010
Change-81 (-1%)
Value$2.5M (-$225.8K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares8,868 from 8,868
Change0 (0%)
Value$2.7M ($0)
Filed 2026-10-26
Angeles Wealth Management, LLC
UNCHANGED
Shares8,846 from 8,846
Change0 (0%)
Value$2.5M (-$199.6K)
Filed 2026-10-26
Baxter Bros Inc
UNCHANGED
Shares8,759 from 8,759
Change0 (0%)
Value$2.4M (-$197.6K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares8,686 from 7,192
Change+1,494 (+21%)
Value$2.4M (+$253.0K)
Filed 2026-10-23
Confluence Wealth Services, Inc.
INCREASED
Shares8,667 from 7,889
Change+778 (+10%)
Value$2.4M (+$38.2K)
Filed 2026-11-05
United Advisor Group, LLC
DECREASED
Shares8,550 from 9,185
Change-635 (-7%)
Value$2.4M (-$383.8K)
Filed 2026-11-03
Sterling Investment Advisors LLC
INCREASED
Shares8,509 from 7,778
Change+731 (+9%)
Value$2.4M (+$27.5K)
Filed 2026-10-27
Miller Financial Services LLC
DECREASED
Shares8,468 from 8,605
Change-137 (-2%)
Value$2.4M (-$232.1K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares8,458 from 8,369
Change+89 (+1%)
Value$2.4M (-$164.1K)
Filed 2026-11-04
Indiana Trust & Investment Management Co
DECREASED
Shares8,435 from 8,613
Change-178 (-2%)
Value$2.3M (-$243.8K)
Filed 2026-10-22
Seneca Financial Advisors LLC
INCREASED
Shares8,354 from 8,339
Change+15 (+0%)
Value$2.3M (-$183.9K)
Filed 2026-10-28
Park Edge Advisors, LLC
DECREASED
Shares8,310 from 10,422
Change-2,112 (-20%)
Value$2.3M (-$822.0K)
Filed 2026-10-28
1834 Investment Advisors Co
DECREASED
Shares8,305 from 8,307
Change-2 (0%)
Value$2.3M (-$188.0K)
Filed 2026-10-16
Archford Capital Strategies, LLC
INCREASED
Shares8,293 from 5,958
Change+2,335 (+39%)
Value$2.3M (+$514.5K)
Filed 2026-10-19
Grove Bank & Trust
DECREASED
Shares8,194 from 9,784
Change-1,590 (-16%)
Value$2.3M (-$662.6K)
Filed 2026-10-08
Chris Bulman Inc
DECREASED
Shares8,167 from 9,108
Change-941 (-10%)
Value$2.3M (-$467.2K)
Filed 2026-10-20
Mechanics Financial Corp
DECREASED
Shares8,157 from 8,852
Change-695 (-8%)
Value$2.3M (-$392.8K)
Filed 2026-11-05
Montecito Bank & Trust
DECREASED
Shares8,149 from 8,153
Change-4 (0%)
Value$2.3M (-$185.0K)
Filed 2026-10-01
CJM Wealth Advisers, Ltd.
DECREASED
Shares8,143 from 8,202
Change-59 (-1%)
Value$2.3M (-$201.4K)
Filed 2026-10-27
Paladin Partners, LLC
INCREASED
Shares8,134 from 7,842
Change+292 (+4%)
Value$2.3M (-$95.8K)
Filed 2026-10-06
Opus Capital Group, LLC
DECREASED
Shares8,096 from 8,978
Change-882 (-10%)
Value$2.3K (-$2.7M)
Filed 2026-10-30
Salus Financial Advisors, LLC
DECREASED
Shares8,074 from 8,209
Change-135 (-2%)
Value$2.2M (-$222.7K)
Filed 2026-10-20
Dagco, Inc.
UNCHANGED
Shares8,061 from 8,061
Change0 (0%)
Value$2.2M (-$181.9K)
Filed 2026-10-20
Abacus Planning Group, Inc.
INCREASED
Shares8,047 from 6,575
Change+1,472 (+22%)
Value$2.2M (+$260.8K)
Filed 2026-11-02
Moneco Advisors, LLC
INCREASED
Shares7,959 from 7,871
Change+88 (+1%)
Value$2.2M (-$153.1K)
Filed 2026-11-05
Builder Investment Group Inc
DECREASED
Shares7,848 from 7,900
Change-52 (-1%)
Value$2.2M (-$192.5K)
Filed 2026-10-22
Optima Capital LLC
DECREASED
Shares7,832 from 7,853
Change-21 (0%)
Value$2.2M (-$182.9K)
Filed 2026-10-29
CX Institutional
INCREASED
Shares7,822 from 7,589
Change+233 (+3%)
Value$2.2K (-$106)
Filed 2026-10-02
North Star Investment Management Corp.
INCREASED
Shares7,815 from 7,663
Change+152 (+2%)
Value$2.2M (-$130.6K)
Filed 2026-10-27
Hanson & Doremus Investment Management
DECREASED
Shares7,807 from 7,811
Change-4 (0%)
Value$2.2K (-$2.3M)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares7,784 from 8,145
Change-361 (-4%)
Value$2.2M (-$284.2K)
Filed 2026-10-14
Steinberganna Wealth Management
INCREASED
Shares7,745 from 6,640
Change+1,105 (+17%)
Value$2.2M (+$157.2K)
Filed 2026-10-23
Bricktown Capital, LLC
UNCHANGED
Shares7,612 from 7,612
Change0 (0%)
Value$2.1M (-$171.7K)
Filed 2026-10-13
Sepio Capital, LP
INCREASED
Shares7,575 from 4,533
Change+3,042 (+67%)
Value$2.1M (+$743.1K)
Filed 2026-10-22
Orgel Wealth Management, LLC
INCREASED
Shares7,557 from 7,368
Change+189 (+3%)
Value$2.1M (-$113.7K)
Filed 2026-10-14
Morangie Management LLC
INCREASED
Shares7,534 from 6,867
Change+667 (+10%)
Value$2.1M (+$30.4K)
Filed 2026-10-15
IFG Advisors, LLC
DECREASED
Shares7,504 from 7,522
Change-18 (0%)
Value$2.1M (-$174.8K)
Filed 2026-10-15
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares7,487 from 6,077
Change+1,410 (+23%)
Value$2.1M (+$254.7K)
Filed 2026-10-14
Bensler, LLC
INCREASED
Shares7,482 from 7,477
Change+5 (+0%)
Value$2.1M (-$167.4K)
Filed 2026-11-05
Investment Partners, Ltd.
INCREASED
Shares7,481 from 3,724
Change+3,757 (+101%)
Value$2.1M (+$959.9K)
Filed 2026-10-29
Regent Peak Wealth Advisors LLC
DECREASED
Shares7,460 from 7,563
Change-103 (-1%)
Value$2.1M (-$199.2K)
Filed 2026-10-13
Retirement Planning Group, LLC
DECREASED
Shares7,401 from 7,681
Change-280 (-4%)
Value$2.1M (-$251.2K)
Filed 2026-10-19
Foundation Wealth Management, Llc\pa
DECREASED
Shares7,379 from 8,747
Change-1,368 (-16%)
Value$2.1M (-$577.8K)
Filed 2026-10-14
Fogel Capital Management, Inc.
UNCHANGED
Shares7,363 from 7,363
Change0 (0%)
Value$2.0M (-$166.1K)
Filed 2026-11-04
Tempus Wealth Planning, LLC
DECREASED
Shares7,339 from 8,782
Change-1,443 (-16%)
Value$2.0M (-$599.1K)
Filed 2026-10-14
Advisors Management Group Inc
DECREASED
Shares7,296 from 8,483
Change-1,187 (-14%)
Value$2.0M (-$521.0K)
Filed 2026-11-05
Silverleafe Capital Partners, LLC
INCREASED
Shares7,287 from 6,972
Change+315 (+5%)
Value$2.0M (-$69.7K)
Filed 2026-10-02
LVW Advisors, LLC
INCREASED
Shares7,241 from 7,072
Change+169 (+2%)
Value$2.0M (-$112.8K)
Filed 2026-10-19
Focused Alpha, LLC
INCREASED
Shares7,238 from 7,200
Change+38 (+1%)
Value$2.0M (-$151.8K)
Filed 2026-10-20
Advisory Solutions Group, LLC
INCREASED
Shares7,236 from 6,756
Change+480 (+7%)
Value$2.0M (-$19.0K)
Filed 2026-10-14
Forteris Wealth Management Inc.
INCREASED
Shares7,209 from 7,009
Change+200 (+3%)
Value$2.0M (-$102.5K)
Filed 2026-10-13
Wakefield Asset Management Lllp
DECREASED
Shares7,204 from 7,220
Change-16 (0%)
Value$2.0M (-$167.3K)
Filed 2026-11-05
Penobscot Investment Management Company, Inc.
INCREASED
Shares7,195 from 6,492
Change+703 (+11%)
Value$2.0M (+$48.9K)
Filed 2026-10-26
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares7,183 from 7,362
Change-179 (-2%)
Value$2.0M (-$216.1K)
Filed 2026-10-16
Shelton Wealth Management, LLC
DECREASED
Shares7,175 from 7,223
Change-48 (-1%)
Value$2.0M (-$176.3K)
Filed 2026-10-16
Heck Capital Advisors, LLC
DECREASED
Shares7,170 from 14,181
Change-7,011 (-49%)
Value$2.0M (-$2.3M)
Filed 2026-10-14
Cornerstone Wealth Group, LLC
DECREASED
Shares7,167 from 7,344
Change-177 (-2%)
Value$2.0M (-$214.8K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
DECREASED
Shares7,067 from 7,121
Change-54 (-1%)
Value$2.0M (-$175.7K)
Filed 2026-10-13
Legacy Advisors, LLC
UNCHANGED
Shares7,067 from 7,067
Change0 (0%)
Value$2.0M (-$159.2K)
Filed 2026-10-19
Powell Investment Advisors, LLC
DECREASED
Shares7,038 from 7,163
Change-125 (-2%)
Value$2.0M (-$196.1K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
DECREASED
Shares6,997 from 7,297
Change-300 (-4%)
Value$1.9M (-$237.2K)
Filed 2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares6,976 from 7,039
Change-63 (-1%)
Value$1.9M (-$176.3K)
Filed 2026-10-05
Rise Advisors, LLC
INCREASED
Shares6,969 from 6,899
Change+70 (+1%)
Value$1.9M (-$135.9K)
Filed 2026-10-16
Patriot Investment Management Group, Inc.
UNCHANGED
Shares6,952 from 6,952
Change0 (0%)
Value$1.9M (-$156.8K)
Filed 2026-10-15
Avantax Planning Partners, Inc.
UNCHANGED
Shares6,890 from 6,890
Change0 (0%)
Value$1.9M (-$155.4K)
Filed 2026-11-03
Orca Investment Management, LLC
DECREASED
Shares6,889 from 6,985
Change-96 (-1%)
Value$1.9M (-$184.3K)
Filed 2026-10-29
Angeles Investment Advisors, LLC
DECREASED
Shares6,862 from 280,081
Change-273,219 (-98%)
Value$1.9M (-$82.2M)
Filed 2026-10-22
Avestar Capital, LLC
DECREASED
Shares6,836 from 11,368
Change-4,532 (-40%)
Value$1.9M (-$1.5M)
Filed 2026-10-28
Fagan Associates, Inc.
DECREASED
Shares6,819 from 7,124
Change-305 (-4%)
Value$1.9M (-$245.6K)
Filed 2026-10-13
Florida Trust Wealth Management Co
UNCHANGED
Shares6,745 from 6,745
Change0 (0%)
Value$1.9M (-$152.2K)
Filed 2026-11-05
Wealth Architects, LLC
INCREASED
Shares6,698 from 6,598
Change+100 (+2%)
Value$1.9M (-$120.9K)
Filed 2026-11-03
Relyea Zuckerberg Hanson LLC
DECREASED
Shares6,654 from 6,946
Change-292 (-4%)
Value$1.8M (-$237.7K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED
Shares6,643 from 5,172
Change+1,471 (+28%)
Value$1.8M (+$292.1K)
Filed 2026-10-13
Compagnie Lombard Odier SCmA
DECREASED
Shares6,601 from 7,239
Change-638 (-9%)
Value$1.8M (-$340.6K)
Filed 2026-11-04
Keystone Wealth Services, LLC
INCREASED
Shares6,591 from 6,573
Change+18 (+0%)
Value$1.8M (-$136.1K)
Filed 2026-11-03
Sage Rhino Capital LLC
INCREASED
Shares6,583 from 6,582
Change+1 (+0%)
Value$1.8M (-$148.2K)
Filed 2026-10-28
LS Investment Advisors, LLC
INCREASED
Shares6,572 from 6,569
Change+3 (+0%)
Value$1.8M (-$147.4K)
Filed 2026-10-13
IPG Investment Advisors LLC
INCREASED
Shares6,565 from 6,461
Change+104 (+2%)
Value$1.8M (-$116.9K)
Filed 2026-10-30
Sage Capital Advisors,llc
DECREASED
Shares6,536 from 6,706
Change-170 (-3%)
Value$1.8M (-$198.6K)
Filed 2026-10-13
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares6,510 from 6,244
Change+266 (+4%)
Value$1.8K (-$1.9M)
Filed 2026-10-26
Veracity Capital LLC
DECREASED
Shares6,504 from 6,591
Change-87 (-1%)
Value$1.8M (-$172.7K)
Filed 2026-10-08
Allen Investment Management, LLC
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$1.8M (-$146.6K)
Filed 2026-11-03
Waldron Private Wealth LLC
INCREASED
Shares6,491 from 6,359
Change+132 (+2%)
Value$1.8M (-$106.8K)
Filed 2026-11-02
Root Financial Partners, LLC
DECREASED
Shares6,458 from 6,523
Change-65 (-1%)
Value$1.8M (-$165.2K)
Filed 2026-10-21
Asset Advisory Group, Inc.
DECREASED
Shares6,395 from 6,495
Change-100 (-2%)
Value$1.8M (-$174.2K)
Filed 2026-10-20
Founders Grove Wealth Partners, LLC
DECREASED
Shares6,375 from 7,333
Change-958 (-13%)
Value$1.8M (-$431.7K)
Filed 2026-10-16
626 Financial, LLC
UNCHANGED
Shares6,343 from 6,343
Change0 (0%)
Value$1.8M (-$143.1K)
Filed 2026-11-04
Planned Solutions, Inc.
INCREASED
Shares6,249 from 6,235
Change+14 (+0%)
Value$1.7M (-$136.8K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
INCREASED
Shares6,246 from 6,063
Change+183 (+3%)
Value$1.7M (-$86.1K)
Filed 2026-10-29
MV Capital Management, Inc.
DECREASED
Shares6,242 from 6,262
Change-20 (0%)
Value$1.7M (-$146.8K)
Filed 2026-10-29
Cambridge Advisors Inc.
UNCHANGED
Shares6,217 from 6,217
Change0 (0%)
Value$1.7M (-$140.5K)
Filed 2026-10-19
Hickory Point Bank & Trust
INCREASED
Shares6,189 from 6,159
Change+30 (+0%)
Value$1.7M (-$130.6K)
Filed 2026-10-01
PUREfi Wealth, LLC
INCREASED
Shares6,078 from 4,378
Change+1,700 (+39%)
Value$1.7M (+$373.6K)
Filed 2026-10-19
Vontobel Holding Ltd.
INCREASED
Shares6,076 from 4,304
Change+1,772 (+41%)
Value$1.7M (+$395.3K)
Filed 2026-10-16
May Hill Capital, LLC
DECREASED
Shares6,031 from 6,061
Change-30 (0%)
Value$1.7M (-$145.2K)
Filed 2026-11-03
Kelly Financial Group LLC
DECREASED
Shares6,008 from 6,034
Change-26 (0%)
Value$1.7M (-$143.4K)
Filed 2026-10-16
Aprio Wealth Management, LLC
INCREASED
Shares5,957 from 5,414
Change+543 (+10%)
Value$1.7M (+$28.9K)
Filed 2026-10-28
Atticus Wealth Management, LLC
DECREASED
Shares5,956 from 5,989
Change-33 (-1%)
Value$1.7M (-$144.2K)
Filed 2026-10-20
Woodstock Corp
DECREASED
Shares5,955 from 6,755
Change-800 (-12%)
Value$1.7M (-$374.7K)
Filed 2026-10-13
Lunt Capital Management, Inc.
UNCHANGED
Shares5,935 from 5,935
Change0 (0%)
Value$1.6M (-$133.9K)
Filed 2026-10-30
Brian LOW Financial Group, LLC
INCREASED
Shares5,926 from 5,764
Change+162 (+3%)
Value$1.6M (-$85.1K)
Filed 2026-10-28
Highland Capital Management, LLC
DECREASED
Shares5,918 from 5,934
Change-16 (0%)
Value$1.6M (-$138.3K)
Filed 2026-10-26
Steel Grove Capital Advisors, LLC
DECREASED
Shares5,914 from 6,114
Change-200 (-3%)
Value$1.6M (-$193.7K)
Filed 2026-10-13
Fonville Wealth Management LLC
DECREASED
Shares5,895 from 6,214
Change-319 (-5%)
Value$1.6M (-$229.0K)
Filed 2026-10-28
Nordwand Advisors, LLC
DECREASED
Shares5,873 from 6,105
Change-232 (-4%)
Value$1.6M (-$202.2K)
Filed 2026-11-05
Union Bancaire Privee, UBP SA
DECREASED
Shares5,849 from 7,424
Change-1,575 (-21%)
Value$1.6M (-$565.5K)
Filed 2026-11-04
Eagle Harbor Asset Management Inc
UNCHANGED
Shares5,836 from 5,836
Change0 (0%)
Value$1.6M (-$131.7K)
Filed 2026-10-21
Legacy Advisory Services, LLC
DECREASED
Shares5,826 from 17,149
Change-11,323 (-66%)
Value$1.6M (-$3.5M)
Filed 2026-10-20
LCW Services, LLC
INCREASED
Shares5,826 from 5,464
Change+362 (+7%)
Value$1.6M (-$22.7K)
Filed 2026-10-21
Huntleigh Advisors, Inc.
DECREASED
Shares5,734 from 5,759
Change-25 (0%)
Value$1.6M (-$136.8K)
Filed 2026-11-03
Well Done, LLC
INCREASED
Shares5,733 from 5,558
Change+175 (+3%)
Value$1.6M (-$76.7K)
Filed 2026-10-20
Guyasuta Investment Advisors Inc
UNCHANGED
Shares5,717 from 5,717
Change0 (0%)
Value$1.6M (-$129.0K)
Filed 2026-10-15
Cove Private Wealth, LLC
INCREASED
Shares5,641 from 4,363
Change+1,278 (+29%)
Value$1.6M (+$256.7K)
Filed 2026-10-28
American National Bank & Trust
INCREASED
Shares5,635 from 4,172
Change+1,463 (+35%)
Value$1.6M (+$312.4K)
Filed 2026-10-07
Caliber Wealth Management, LLC / KS
DECREASED
Shares5,622 from 5,799
Change-177 (-3%)
Value$1.6M (-$179.9K)
Filed 2026-11-04
Gradient Capital Advisors, LLC
UNCHANGED
Shares5,584 from 5,584
Change0 (0%)
Value$1.6M (-$126.0K)
Filed 2026-10-21
Savior LLC
INCREASED
Shares5,581 from 5,409
Change+172 (+3%)
Value$1.6M (-$74.2K)
Filed 2026-10-13
Mechanics Bank Trust Department
INCREASED
Shares5,533 from 5,070
Change+463 (+9%)
Value$1.5M (+$14.3K)
Filed 2026-10-13
Bare Financial Services, Inc
INCREASED
Shares5,499 from 5,498
Change+1 (+0%)
Value$1.5M (-$123.9K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares5,419 from 5,298
Change+121 (+2%)
Value$1.5M (-$86.0K)
Filed 2026-10-23
JSF Financial, LLC
DECREASED
Shares5,396 from 5,512
Change-116 (-2%)
Value$1.5M (-$156.6K)
Filed 2026-10-22
Penobscot Wealth Management
INCREASED
Shares5,393 from 4,983
Change+410 (+8%)
Value$1.5M (+$1.5K)
Filed 2026-10-21
Naples Global Advisors, LLC
INCREASED
Shares5,382 from 5,365
Change+17 (+0%)
Value$1.5M (-$116.3K)
Filed 2026-11-05
Alpha Advisors, LLC
INCREASED
Shares5,314 from 4,766
Change+548 (+12%)
Value$1.5M (+$44.3K)
Filed 2026-10-19
Argentarii, LLC
DECREASED
Shares5,290 from 5,374
Change-84 (-2%)
Value$1.5M (-$147.5K)
Filed 2026-10-28
Ballast Rock Private Wealth LLC
UNCHANGED
Shares5,213 from 5,213
Change0 (0%)
Value$1.4M (-$117.6K)
Filed 2026-10-26
TMB Capital Partners, LLC
DECREASED
Shares5,203 from 5,320
Change-117 (-2%)
Value$1.4M (-$152.7K)
Filed 2026-10-20
Calamos Wealth Management LLC
DECREASED
Shares5,190 from 5,338
Change-148 (-3%)
Value$1.4M (-$161.6K)
Filed 2026-11-02
Baldwin Wealth Partners LLC
UNCHANGED
Shares5,162 from 5,162
Change0 (0%)
Value$1.4M (-$116.5K)
Filed 2026-10-13
Neumann Capital Management, LLC
DECREASED
Shares5,158 from 5,208
Change-50 (-1%)
Value$1.4M (-$131.4K)
Filed 2026-10-15
BigSur Wealth Management LLC
INCREASED
Shares5,150 from 4,700
Change+450 (+10%)
Value$1.4M (+$19.0K)
Filed 2026-10-13
Worth Asset Management, LLC
DECREASED
Shares5,140 from 5,207
Change-67 (-1%)
Value$1.4M (-$136.1K)
Filed 2026-10-07
Stephenson & Company, Inc.
DECREASED
Shares5,134 from 5,158
Change-24 (0%)
Value$1.4M (-$123.0K)
Filed 2026-10-30
BG Investment Services, LLC
INCREASED
Shares5,128 from 5,078
Change+50 (+1%)
Value$1.4M (-$100.7K)
Filed 2026-10-23
Compass Ion Advisors, LLC
DECREASED
Shares5,128 from 5,174
Change-46 (-1%)
Value$1.4M (-$129.4K)
Filed 2026-10-23
DSG Capital Advisors, LLC
UNCHANGED
Shares5,099 from 5,099
Change0 (0%)
Value$1.4M (-$84.7K)
Filed 2026-11-05
Providence First Trust Co
DECREASED
Shares5,092 from 5,309
Change-217 (-4%)
Value$1.4M (-$180.1K)
Filed 2026-11-02
Kathmere Capital Management, LLC
INCREASED
Shares5,069 from 4,843
Change+226 (+5%)
Value$1.4M (-$46.5K)
Filed 2026-10-20
Whitegate Investment Counselors, Inc.
DECREASED
Shares5,024 from 5,038
Change-14 (0%)
Value$1.4M (-$117.6K)
Filed 2026-11-02
Central Trust Co
INCREASED
Shares5,012 from 4,961
Change+51 (+1%)
Value$1.4M (-$97.7K)
Filed 2026-11-05
Palisades Investment Partners, LLC
NEW
Shares5,000
Change+5,000
Value$1.4M
Filed 2026-11-03
Obermeyer Wealth Partners
INCREASED
Shares4,993 from 4,992
Change+1 (+0%)
Value$1.4M (-$112.3K)
Filed 2026-10-21
Evanson Financial, LLC
INCREASED
Shares4,984 from 4,980
Change+4 (+0%)
Value$1.4M (-$111.2K)
Filed 2026-10-23
Camelot Technology Advisors, Inc.
INCREASED
Shares4,969 from 4,958
Change+11 (+0%)
Value$1.4M (-$108.8K)
Filed 2026-10-09
International Private Wealth Advisors LLC
NEW
Shares4,968
Change+4,968
Value$1.4M
Filed 2026-11-05
Radnor Capital Management, LLC
DECREASED
Shares4,968 from 4,998
Change-30 (-1%)
Value$1.4M (-$121.1K)
Filed 2026-10-23
Chartist Inc
UNCHANGED
Shares4,965 from 4,965
Change0 (0%)
Value$1.4M (-$112.0K)
Filed 2026-11-04
Weaver Consulting Group
INCREASED
Shares4,963 from 4,953
Change+10 (+0%)
Value$1.4M (-$109.0K)
Filed 2026-10-07
First Nebraska Trust Co
UNCHANGED
Shares4,963 from 4,963
Change0 (0%)
Value$1.4M (-$112.0K)
Filed 2026-10-30
First Business Financial Services, Inc.
INCREASED
Shares4,961 from 4,950
Change+11 (+0%)
Value$1.4M (-$108.6K)
Filed 2026-10-29
Fiduciary Alliance LLC
DECREASED
Shares4,958 from 5,175
Change-217 (-4%)
Value$1.4M (-$177.1K)
Filed 2026-10-13
Fragasso Financial Advisors Inc
DECREASED
Shares4,950 from 4,970
Change-20 (0%)
Value$1.4M (-$112.4K)
Filed 2026-10-13
Objective Capital Management, LLC
DECREASED
Shares4,946 from 5,611
Change-665 (-12%)
Value$1.4M (-$311.3K)
Filed 2026-10-13
1900 Wealth Management LLC
DECREASED
Shares4,944 from 4,950
Change-6 (0%)
Value$1.4M (-$113.4K)
Filed 2026-10-13
HCR Wealth Advisors
INCREASED
Shares4,931 from 4,930
Change+1 (+0%)
Value$1.4M (-$111.0K)
Filed 2026-10-15
Schuylkill Financial LLC
INCREASED
Shares4,872 from 4,756
Change+116 (+2%)
Value$1.4M (-$75.0K)
Filed 2026-10-21
Advisor Resource Council
DECREASED
Shares4,847 from 10,449
Change-5,602 (-54%)
Value$1.4M (-$1.8M)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares4,846
Change+4,846
Value$1.3M
Filed 2026-11-03
Clear Harbor Asset Management, LLC
INCREASED
Shares4,831 from 4,253
Change+578 (+14%)
Value$1.3M (+$64.9K)
Filed 2026-11-05
AmeriServ Wealth Advisors
DECREASED
Shares4,804 from 5,378
Change-574 (-11%)
Value$1.3M (-$280.8K)
Filed 2026-10-21
BridgePort Financial Solutions, LLC
INCREASED
Shares4,776 from 3,867
Change+909 (+24%)
Value$1.3M (+$165.4K)
Filed 2026-11-02
Grantvest Financial Group LLC
INCREASED
Shares4,761 from 4,042
Change+719 (+18%)
Value$1.3M (+$108.7K)
Filed 2026-10-21
MBL Wealth, LLC
DECREASED
Shares4,751 from 4,890
Change-139 (-3%)
Value$1.3M (-$148.9K)
Filed 2026-10-22
Parthenon LLC
DECREASED
Shares4,745 from 4,761
Change-16 (0%)
Value$1.3M (-$111.9K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares4,727 from 4,832
Change-105 (-2%)
Value$1.3M (-$138.3K)
Filed 2026-10-28
Aurelius Family Office LLC
DECREASED
Shares4,724 from 4,848
Change-124 (-3%)
Value$1.3M (-$143.8K)
Filed 2026-10-23
Aegis Wealth Management, Inc.
DECREASED
Shares4,712 from 5,049
Change-337 (-7%)
Value$1.3M (-$207.5K)
Filed 2026-10-26
AtlasMark Financial, Inc
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$1.3M (-$106.0K)
Filed 2026-10-13
William John Sempolinski
INCREASED
Shares4,688 from 4,668
Change+20 (+0%)
Value$1.3M (-$99.8K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares4,685 from 3,854
Change+831 (+22%)
Value$1.3M (+$143.7K)
Filed 2026-11-04
Philadelphia Trust Co
UNCHANGED
Shares4,672 from 4,672
Change0 (0%)
Value$1.3M (-$106.0K)
Filed 2026-11-05
Decision Investments, Inc
UNCHANGED
Shares4,671 from 4,671
Change0 (0%)
Value$1.3M (-$105.4K)
Filed 2026-10-07
DBK Financial Counsel, LLC
UNCHANGED
Shares4,657 from 4,657
Change0 (0%)
Value$1.3M (-$105.1K)
Filed 2026-10-13
Summit Financial Strategies, Inc.
DECREASED
Shares4,652 from 4,744
Change-92 (-2%)
Value$1.3M (-$132.6K)
Filed 2026-10-14
Clear Wave Wealth Management LLC
DECREASED
Shares4,627 from 4,898
Change-271 (-6%)
Value$1.3M (-$185.7K)
Filed 2026-11-04
Excalibur Management Corp
DECREASED
Shares4,618 from 4,778
Change-160 (-3%)
Value$1.3M (-$152.2K)
Filed 2026-11-02
Allegheny Financial Group
DECREASED
Shares4,596 from 5,072
Change-476 (-9%)
Value$1.3M (-$246.8K)
Filed 2026-11-05
Financial Perspectives, Inc
INCREASED
Shares4,596 from 4,520
Change+76 (+2%)
Value$1.3M (-$81.0K)
Filed 2026-11-03
Platform Technology Partners
UNCHANGED
Shares4,582 from 4,582
Change0 (0%)
Value$1.3M (-$103.4K)
Filed 2026-11-02
Cadent Capital Advisors, LLC
DECREASED
Shares4,568 from 4,600
Change-32 (-1%)
Value$1.3M (-$112.6K)
Filed 2026-10-09
NorthCrest Asset Manangement, LLC
INCREASED
Shares4,566 from 4,284
Change+282 (+7%)
Value$1.3M (-$6.2K)
Filed 2026-10-13
State of Wyoming
DECREASED
Shares4,487 from 9,445
Change-4,958 (-52%)
Value$1.2M (-$1.6M)
Filed 2026-10-28
Capital Investment Advisors, LLC
DECREASED
Shares4,465 from 5,118
Change-653 (-13%)
Value$1.2M (-$297.2K)
Filed 2026-10-22
UMB Private Wealth Management, LLC
NEW
Shares4,464
Change+4,464
Value$1.2M
Filed 2026-10-19
Signal Advisors Wealth, LLC
INCREASED
Shares4,448 from 2,572
Change+1,876 (+73%)
Value$1.2M (+$463.2K)
Filed 2026-10-13
Victory Financial Group, LLC
DECREASED
Shares4,446 from 5,840
Change-1,394 (-24%)
Value$1.2M (-$519.0K)
Filed 2026-10-27
Global Financial Private Client, LLC
DECREASED
Shares4,445 from 4,446
Change-1 (0%)
Value$1.2M (-$100.6K)
Filed 2026-10-15
Northeast Investment Management
DECREASED
Shares4,423 from 5,110
Change-687 (-13%)
Value$1.2M (-$306.2K)
Filed 2026-10-30
Gainline Financial Partners, LLC
DECREASED
Shares4,422 from 4,611
Change-189 (-4%)
Value$1.2M (-$156.5K)
Filed 2026-10-15
Brady Family Wealth, LLC
DECREASED
Shares4,401 from 4,424
Change-23 (-1%)
Value$1.2M (-$106.2K)
Filed 2026-11-02
Middleton & Co Inc
INCREASED
Shares4,384 from 4,379
Change+5 (+0%)
Value$1.2M (-$97.4K)
Filed 2026-10-23
NBH Bank
INCREASED
Shares4,382 from 4,367
Change+15 (+0%)
Value$1.2M (-$94.4K)
Filed 2026-11-05
First Financial Corp
UNCHANGED
Shares4,381 from 4,381
Change0 (0%)
Value$1.2M (-$98.8K)
Filed 2026-10-13
Parker Financial LLC
UNCHANGED
Shares4,379 from 4,379
Change0 (0%)
Value$1.2M (-$98.6K)
Filed 2026-11-05
Tranquility Partners, LLC
DECREASED
Shares4,377 from 4,481
Change-104 (-2%)
Value$1.2M (-$131.4K)
Filed 2026-10-20
McClarren Financial Advisors, Inc.
INCREASED
Shares4,369 from 4,362
Change+7 (+0%)
Value$1.2M (-$96.3K)
Filed 2026-10-15
Realta Investment Advisors
DECREASED
Shares4,364 from 4,417
Change-53 (-1%)
Value$1.2M (-$114.3K)
Filed 2026-10-14
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares4,352 from 4,379
Change-27 (-1%)
Value$1.2M (-$86.3K)
Filed 2026-10-21
Collective Family Office LLC
INCREASED
Shares4,330 from 4,310
Change+20 (+0%)
Value$1.2M (-$91.6K)
Filed 2026-10-05
First American Bank
INCREASED
Shares4,325 from 2,986
Change+1,339 (+45%)
Value$1.2M (+$304.7K)
Filed 2026-10-27
Pachira Investments Inc.
UNCHANGED
Shares4,306 from 4,306
Change0 (0%)
Value$1.2M (-$97.1K)
Filed 2026-10-14
Live Oak Private Wealth LLC
UNCHANGED
Shares4,289 from 4,289
Change0 (0%)
Value$1.2M (-$96.8K)
Filed 2026-11-02
Waystone Advisors LLC
UNCHANGED
Shares4,277 from 4,277
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-16
Morton Brown Family Wealth, LLC
DECREASED
Shares4,276 from 4,314
Change-38 (-1%)
Value$1.2M (-$107.9K)
Filed 2026-10-23
MidAtlantic Capital Management, Inc.
INCREASED
Shares4,264 from 3,933
Change+331 (+8%)
Value$1.2M (+$3.3K)
Filed 2026-11-05
Mattern Wealth Management LLC
UNCHANGED
Shares4,237 from 4,237
Change0 (0%)
Value$1.2M (-$95.6K)
Filed 2026-11-04
Garde Capital, Inc.
DECREASED
Shares4,235 from 4,237
Change-2 (0%)
Value$1.2M (-$95.9K)
Filed 2026-10-29
Caldwell Trust Co
DECREASED
Shares4,224 from 4,600
Change-376 (-8%)
Value$1.2M (-$208.3K)
Filed 2026-10-30
Cherry Tree Wealth Management, LLC
DECREASED
Shares4,219 from 4,253
Change-34 (-1%)
Value$1.2M (-$105.4K)
Filed 2026-10-15
Herbst Group, LLC
INCREASED
Shares4,189 from 3,113
Change+1,076 (+35%)
Value$1.2M (+$228.8K)
Filed 2026-10-20
Heartwood Wealth Advisors LLC
UNCHANGED
Shares4,186 from 4,186
Change0 (0%)
Value$1.2M (-$94.4K)
Filed 2026-10-05
General Partner, Inc.
UNCHANGED
Shares4,176 from 4,176
Change0 (0%)
Value$1.2M (-$94.2K)
Filed 2026-10-05
Chicago Capital, LLC
UNCHANGED
Shares4,164 from 4,164
Change0 (0%)
Value$1.2M (-$93.9K)
Filed 2026-10-13
Verus Capital Partners, LLC
DECREASED
Shares4,158 from 4,163
Change-5 (0%)
Value$1.2M (-$95.3K)
Filed 2026-11-03
Roan Capital Partners
INCREASED
Shares4,154 from 4,148
Change+6 (+0%)
Value$1.2M (-$91.9K)
Filed 2026-10-09
Agate Pass Investment Management, LLC
INCREASED
Shares4,128 from 3,183
Change+945 (+30%)
Value$1.1M (+$190.8K)
Filed 2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED
Shares4,098 from 3,898
Change+200 (+5%)
Value$1.1M (-$32.4K)
Filed 2026-10-23
Verum Partners LLC
DECREASED
Shares4,072 from 4,073
Change-1 (0%)
Value$1.1M (-$92.2K)
Filed 2026-10-21
Gamma Investing LLC
INCREASED
Shares4,071 from 4,040
Change+31 (+1%)
Value$1.1M (-$82.5K)
Filed 2026-10-08
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares4,070 from 4,387
Change-317 (-7%)
Value$1.1M (-$187.1K)
Filed 2026-10-15
Bond & Devick Financial Network, Inc.
DECREASED
Shares4,068 from 4,127
Change-59 (-1%)
Value$1.1M (-$109.5K)
Filed 2026-10-23
KFA Private Wealth Group, LLC
INCREASED
Shares4,054 from 3,899
Change+155 (+4%)
Value$1.1M (-$44.8K)
Filed 2026-10-07
Total Investment Management Inc
INCREASED
Shares4,047 from 4,006
Change+41 (+1%)
Value$1.1M (-$42.1K)
Filed 2026-10-22
Cambridge Financial Group, LLC
UNCHANGED
Shares4,047 from 4,047
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-06
Moneywise, Inc.
DECREASED
Shares4,017 from 25,502
Change-21,485 (-84%)
Value$1.1M (-$6.5M)
Filed 2026-10-30
Trek Financial, LLC
DECREASED
Shares4,013 from 6,315
Change-2,302 (-36%)
Value$1.1M (-$782.2K)
Filed 2026-10-29
Colorado Capital Management, Inc.
DECREASED
Shares4,010 from 4,291
Change-281 (-7%)
Value$1.1K (-$175)
Filed 2026-10-15
Montgomery Investment Management Inc
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$1.1M (-$90.2K)
Filed 2026-10-26
Petros Family Wealth, LLC
INCREASED
Shares3,977 from 3,699
Change+278 (+8%)
Value$1.1M (-$6.2K)
Filed 2026-10-28
Orin Green Financial, LLC
DECREASED
Shares3,965 from 4,041
Change-76 (-2%)
Value$1.1M (-$112.3K)
Filed 2026-10-19
Blue Sky Capital Consultants Group, Inc.
UNCHANGED
Shares3,964 from 3,964
Change0 (0%)
Value$1.1M (-$89.4K)
Filed 2026-10-13
Sprinkle Financial Consultants LLC
INCREASED
Shares3,949 from 3,771
Change+178 (+5%)
Value$1.1M (-$35.5K)
Filed 2026-10-09
Sageworth Trust Co of South Dakota
DECREASED
Shares3,947 from 4,624
Change-677 (-15%)
Value$1.1M (-$292.4K)
Filed 2026-10-30
Destiny Wealth Partners, LLC
NEW
Shares3,941
Change+3,941
Value$1.1M
Filed 2026-11-05
Davis Investment Partners, LLC
INCREASED
Shares3,910 from 3,909
Change+1 (+0%)
Value$1.1M (-$88.1K)
Filed 2026-11-05
RF&L Wealth Management, LLC
UNCHANGED
Shares3,901 from 3,901
Change0 (0%)
Value$1.1M (-$88.0K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
INCREASED
Shares3,875 from 3,663
Change+212 (+6%)
Value$1.1M (-$24.0K)
Filed 2026-10-26
Strategic Blueprint, LLC
DECREASED
Shares3,875 from 3,917
Change-42 (-1%)
Value$1.1M (-$99.9K)
Filed 2026-10-22
WealthPlan Investment Management, LLC
DECREASED
Shares3,874 from 3,956
Change-82 (-2%)
Value$1.1M (-$112.0K)
Filed 2026-10-15
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares3,866 from 4,053
Change-187 (-5%)
Value$1.1M (-$143.4K)
Filed 2026-10-21
Ashurst Perkins Coie Trust Co
INCREASED
Shares3,866 from 3,855
Change+11 (+0%)
Value$1.1M (-$83.9K)
Filed 2026-10-15
Stage Harbor Financial, LLC
DECREASED
Shares3,848 from 3,889
Change-41 (-1%)
Value$1.1M (-$99.1K)
Filed 2026-11-03
Townsend Asset Management Corp
INCREASED
Shares3,837 from 3,834
Change+3 (+0%)
Value$1.1M (-$85.8K)
Filed 2026-10-29
Northwest Wealth Management, LLC
UNCHANGED
Shares3,816 from 3,816
Change0 (0%)
Value$1.1M (-$86.1K)
Filed 2026-10-30
Tsfg, LLC
DECREASED
Shares3,796 from 5,329
Change-1,533 (-29%)
Value$1.1K (-$1.6M)
Filed 2026-10-23
Key FInancial Inc
DECREASED
Shares3,784 from 4,159
Change-375 (-9%)
Value$1.1M (-$198.0K)
Filed 2026-11-02
Narus Financial Partners, LLC
DECREASED
Shares3,747 from 3,804
Change-57 (-1%)
Value$1.0M (-$101.7K)
Filed 2026-10-19
Saxony Capital Management, LLC
DECREASED
Shares3,745 from 3,902
Change-157 (-4%)
Value$1.0M (-$131.6K)
Filed 2026-10-15
Diversified Management Inc
INCREASED
Shares3,736 from 2,916
Change+820 (+28%)
Value$1.0M (+$162.1K)
Filed 2026-10-08
Sightline Wealth Advisors, LLC
DECREASED
Shares3,736 from 4,327
Change-591 (-14%)
Value$1.0M (-$262.0K)
Filed 2026-10-21
Uptown Financial Advisors LLC
DECREASED
Shares3,734 from 3,752
Change-18 (0%)
Value$1.0M (-$89.6K)
Filed 2026-10-15
Guardian Financial Partners, LLC
INCREASED
Shares3,732 from 3,724
Change+8 (+0%)
Value$1.0M (-$81.7K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
DECREASED
Shares3,715 from 3,941
Change-226 (-6%)
Value$1.0M (-$151.7K)
Filed 2026-10-21
State of Alaska, Department of Revenue
INCREASED
Shares3,711 from 3,386
Change+325 (+10%)
Value$1.0K (-$1.0M)
Filed 2026-10-15
Churchill Financial Advisors, LLC
UNCHANGED
Shares3,699 from 3,699
Change0 (0%)
Value$1.0M (-$83.5K)
Filed 2026-10-20
Navigation Group, LLC
DECREASED
Shares3,690 from 3,701
Change-11 (0%)
Value$1.0M (-$86.6K)
Filed 2026-10-28
SeaBridge Investment Advisors LLC
INCREASED
Shares3,672 from 3,551
Change+121 (+3%)
Value$1.0M (-$46.6K)
Filed 2026-11-02
Brown, Lisle Ings, Inc.
DECREASED
Shares3,669 from 3,824
Change-155 (-4%)
Value$1.0M (-$129.3K)
Filed 2026-10-16
Cooper S Advisors, LLC
INCREASED
Shares3,663 from 3,623
Change+40 (+1%)
Value$1.0M (-$70.8K)
Filed 2026-11-03
Oak Barrel Wealth Advisory LLC
DECREASED
Shares3,658 from 3,974
Change-316 (-8%)
Value$1.0M (-$177.4K)
Filed 2026-11-05
Heritage Family Offices, LLP
DECREASED
Shares3,644 from 4,741
Change-1,097 (-23%)
Value$1.0M (-$411.8K)
Filed 2026-11-02
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares3,642 from 3,642
Change0 (0%)
Value$1.0M (-$82.2K)
Filed 2026-10-27
Balboa Wealth Partners
DECREASED
Shares3,629 from 4,763
Change-1,134 (-24%)
Value$1.0M (-$422.6K)
Filed 2026-10-20
W.H. Cornerstone Investments Inc.
INCREASED
Shares3,617 from 3,531
Change+86 (+2%)
Value$1.0M (-$55.7K)
Filed 2026-11-03
Flagship Private Wealth, LLC
DECREASED
Shares3,615 from 3,897
Change-282 (-7%)
Value$1.0M (-$166.3K)
Filed 2026-11-05
J.Safra Asset Management Corp
DECREASED
Shares3,615 from 3,723
Change-108 (-3%)
Value$1.0M (-$114.1K)
Filed 2026-11-03
Lexington Hill Partners, LLC
DECREASED
Shares3,612 from 3,791
Change-179 (-5%)
Value$1.0M (-$135.1K)
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED
Shares3,611 from 4,261
Change-650 (-15%)
Value$1.0M (-$276.8K)
Filed 2026-10-26
Procyon Advisors, LLC
INCREASED
Shares3,609 from 3,571
Change+38 (+1%)
Value$1.0M (-$70.2K)
Filed 2026-10-21
Andrews, Lucia Wealth Management LLC
UNCHANGED
Shares3,595 from 3,595
Change0 (0%)
Value$999.1K (-$81.1K)
Filed 2026-11-02
Primoris Wealth Advisors, LLC
INCREASED
Shares3,581 from 3,544
Change+37 (+1%)
Value$995.1K (-$69.7K)
Filed 2026-10-28
Moody Aldrich Partners LLC
NEW
Shares3,577
Change+3,577
Value$994.0K
Filed 2026-10-27
Saxon Interests, Inc.
DECREASED
Shares3,563 from 6,305
Change-2,742 (-43%)
Value$990.1K (-$904.2K)
Filed 2026-10-26
Wealth Dimensions Group, Ltd.
INCREASED
Shares3,562 from 3,373
Change+189 (+6%)
Value$989.9K (-$23.5K)
Filed 2026-11-02
Breakwater Capital Group
INCREASED
Shares3,555 from 3,544
Change+11 (+0%)
Value$987.8K (-$77.0K)
Filed 2026-10-09
Autumn Glory Partners, LLC
UNCHANGED
Shares3,545 from 3,545
Change0 (0%)
Value$985.1K (-$80.0K)
Filed 2026-10-26
Clark Asset Management, LLC
UNCHANGED
Shares3,520 from 3,520
Change0 (0%)
Value$978.2K (-$79.4K)
Filed 2026-10-19
Lakeshore Capital Group, Inc.
INCREASED
Shares3,507 from 3,504
Change+3 (+0%)
Value$974.7K (-$78.2K)
Filed 2026-10-20
Private Management Group Inc
UNCHANGED
Shares3,499 from 3,499
Change0 (0%)
Value$972.3K (-$78.9K)
Filed 2026-11-04
Occidental Asset Management, LLC
INCREASED
Shares3,489 from 3,488
Change+1 (+0%)
Value$969.5K (-$78.6K)
Filed 2026-11-05
Atlas Brown,Inc.
DECREASED
Shares3,449 from 4,148
Change-699 (-17%)
Value$958.5K (-$287.7K)
Filed 2026-10-09
Seven Mile Advisory
INCREASED
Shares3,444 from 3,300
Change+144 (+4%)
Value$957.1K (-$34.4K)
Filed 2026-10-22
Encompass Wealth Advisors, LLC
INCREASED
Shares3,426 from 1,735
Change+1,691 (+97%)
Value$952.1K (+$430.8K)
Filed 2026-10-15
Bill Few Associates, Inc.
UNCHANGED
Shares3,413 from 3,413
Change0 (0%)
Value$948.4K (-$77.0K)
Filed 2026-10-09
Cassaday & Co Wealth Management LLC
INCREASED
Shares3,406 from 3,262
Change+144 (+4%)
Value$946.5K (-$33.6K)
Filed 2026-10-27
Hennion & Walsh Asset Management, Inc.
UNCHANGED
Shares3,401 from 3,401
Change0 (0%)
Value$945.1K (-$76.7K)
Filed 2026-10-13
SC&H Financial Advisors, Inc.
INCREASED
Shares3,397 from 3,395
Change+2 (+0%)
Value$943.9K (-$76.3K)
Filed 2026-10-14
Accurate Wealth Management, LLC
DECREASED
Shares3,389 from 18,299
Change-14,910 (-81%)
Value$937.6K (-$4.5M)
Filed 2026-10-20
Crusonia Wealth Advisors LLC
INCREASED
Shares3,369 from 3,072
Change+297 (+10%)
Value$936.1K (+$13.2K)
Filed 2026-10-26
New England Professional Planning Group Inc.
INCREASED
Shares3,367 from 3,366
Change+1 (+0%)
Value$935.8K (-$75.5K)
Filed 2026-10-29
Evensky & Katz LLC
DECREASED
Shares3,357 from 3,399
Change-42 (-1%)
Value$933 (-$1.0M)
Filed 2026-10-27
Forum Financial Management, LP
INCREASED
Shares3,344 from 3,084
Change+260 (+8%)
Value$929.2K (+$2.5K)
Filed 2026-10-16
Van Cleef Asset Management,Inc
UNCHANGED
Shares3,332 from 3,332
Change0 (0%)
Value$925.9K (-$75.2K)
Filed 2026-10-20
Canopy Partners, LLC
DECREASED
Shares3,321 from 3,355
Change-34 (-1%)
Value$922.9K (-$85.1K)
Filed 2026-10-28
Thrive Wealth Management, LLC
DECREASED
Shares3,308 from 3,341
Change-33 (-1%)
Value$919.2K (-$84.7K)
Filed 2026-10-13
Sapient Capital LLC
INCREASED
Shares3,300 from 3,244
Change+56 (+2%)
Value$916.9K (-$57.9K)
Filed 2026-10-08
Baron Wealth Management LLC
INCREASED
Shares3,284 from 3,278
Change+6 (+0%)
Value$912.7K (-$72.2K)
Filed 2026-10-27
Sentry LLC
UNCHANGED
Shares3,283 from 3,283
Change0 (0%)
Value$912.4K (-$74.0K)
Filed 2026-10-30
Noble Family Wealth, LLC
DECREASED
Shares3,281 from 3,381
Change-100 (-3%)
Value$911.8K (-$104.1K)
Filed 2026-10-26
High Probability Advisors, LLC
UNCHANGED
Shares3,275 from 3,275
Change0 (0%)
Value$910.1K (-$73.9K)
Filed 2026-10-19
Fermata Advisors, LLC
DECREASED
Shares3,273 from 3,344
Change-71 (-2%)
Value$909.5K (-$95.4K)
Filed 2026-10-13
Mystic Asset Management, Inc.
INCREASED
Shares3,268 from 3,187
Change+81 (+3%)
Value$908.1K (-$49.4K)
Filed 2026-10-15
Johnson & White Wealth Management, LLC
DECREASED
Shares3,267 from 3,349
Change-82 (-2%)
Value$908.0K (-$98.0K)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares3,264 from 11,523
Change-8,259 (-72%)
Value$907.0K (-$2.6M)
Filed 2026-11-03
Lionshead Wealth Management, LLC
INCREASED
Shares3,253 from 3,252
Change+1 (+0%)
Value$904.0K (-$73.3K)
Filed 2026-10-21
First Bank & Trust
DECREASED
Shares3,248 from 3,301
Change-53 (-2%)
Value$902.6K (-$89.2K)
Filed 2026-10-19
Jnba Financial Advisors
INCREASED
Shares3,239 from 2,486
Change+753 (+30%)
Value$900.1K (+$153.2K)
Filed 2026-11-03
Woodmont Investment Counsel LLC
UNCHANGED
Shares3,234 from 3,234
Change0 (0%)
Value$898.6K (-$73.0K)
Filed 2026-10-29
Horrell Capital Management, Inc.
UNCHANGED
Shares3,221 from 3,221
Change0 (0%)
Value$895.1K (-$72.7K)
Filed 2026-10-08
Princeton Global Asset Management LLC
INCREASED
Shares3,215 from 2,888
Change+327 (+11%)
Value$893.5K (+$25.9K)
Filed 2026-10-21
Missouri Trust & Investment Co
DECREASED
Shares3,202 from 3,462
Change-260 (-8%)
Value$889.8K (-$118.3K)
Filed 2026-11-04
Center for Financial Planning, Inc.
UNCHANGED
Shares3,194 from 3,194
Change0 (0%)
Value$887.6K (-$72.1K)
Filed 2026-10-26
McGuire Investment Group, LLC
UNCHANGED
Shares3,185 from 3,185
Change0 (0%)
Value$885.1K (-$71.9K)
Filed 2026-10-23
Howard Wealth Management, LLC
INCREASED
Shares3,175 from 3,132
Change+43 (+1%)
Value$882.4K (-$58.9K)
Filed 2026-10-28
Biltmore Family Office, LLC
UNCHANGED
Shares3,158 from 3,158
Change0 (0%)
Value$877.6K (-$71.2K)
Filed 2026-11-03
Winthrop Advisory Group LLC
INCREASED
Shares3,148 from 3,147
Change+1 (+0%)
Value$874.9K (-$70.7K)
Filed 2026-10-22
SBI Securities Co., Ltd.
DECREASED
Shares3,145 from 3,499
Change-354 (-10%)
Value$874.0K (-$177.3K)
Filed 2026-10-22
Sovran Advisors, LLC
INCREASED
Shares3,137 from 3,038
Change+99 (+3%)
Value$891.0K (-$411)
Filed 2026-11-02
Ticino Wealth
DECREASED
Shares3,136 from 3,147
Change-11 (0%)
Value$871.5K (-$74.1K)
Filed 2026-10-13
Fortitude Family Office, LLC
INCREASED
Shares3,135 from 2,859
Change+276 (+10%)
Value$871.2K (+$12.2K)
Filed 2026-10-14
Cultivar Capital, Inc.
DECREASED
Shares3,135 from 3,290
Change-155 (-5%)
Value$871.1K (-$117.3K)
Filed 2026-10-14
McAdam, LLC
DECREASED
Shares3,118 from 3,964
Change-846 (-21%)
Value$866.4K (-$324.7K)
Filed 2026-10-21
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares3,118 from 3,118
Change0 (0%)
Value$866.5K (-$70.3K)
Filed 2026-10-23
Ritholtz Wealth Management
INCREASED
Shares3,109 from 2,829
Change+280 (+10%)
Value$863.9K (+$14.1K)
Filed 2026-11-05
Chesley Taft & Associates LLC
UNCHANGED
Shares3,106 from 3,106
Change0 (0%)
Value$863.1K (-$70.1K)
Filed 2026-10-13
Accel Wealth Management
UNCHANGED
Shares3,104 from 3,104
Change0 (0%)
Value$862.6K (-$70.0K)
Filed 2026-10-13
Power Wealth Management LLC
DECREASED
Shares3,099 from 3,392
Change-293 (-9%)
Value$861.2K (-$157.9K)
Filed 2026-10-27
Private Wealth Group, LLC
UNCHANGED
Shares3,091 from 3,091
Change0 (0%)
Value$859.0K (-$69.7K)
Filed 2026-10-19
Fortem Financial Group, LLC
DECREASED
Shares3,086 from 3,569
Change-483 (-14%)
Value$857.6K (-$214.7K)
Filed 2026-10-20
Advisortrust Partners, LLC
INCREASED
Shares3,077 from 3,071
Change+6 (+0%)
Value$854.9K (-$67.8K)
Filed 2026-11-02
Columbia Bank
UNCHANGED
Shares3,061 from 3,061
Change0 (0%)
Value$850.6K (-$69.1K)
Filed 2026-10-29
FSM Wealth Advisors, LLC
INCREASED
Shares3,053 from 3,047
Change+6 (+0%)
Value$847.4K (-$68.2K)
Filed 2026-10-27
Asset Dedication, LLC
INCREASED
Shares3,051 from 1,367
Change+1,684 (+123%)
Value$847.9K (+$437.2K)
Filed 2026-11-03
Triumph Capital Management
DECREASED
Shares3,039 from 16,870
Change-13,831 (-82%)
Value$844.6K (-$4.2M)
Filed 2026-10-14
Gilpin Wealth Management, LLC
DECREASED
Shares3,028 from 3,053
Change-25 (-1%)
Value$841.5K (-$75.8K)
Filed 2026-10-09
Insight Advisors, LLC/ PA
DECREASED
Shares3,014 from 4,028
Change-1,014 (-25%)
Value$837.8K (-$372.6K)
Filed 2026-10-22
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares3,012 from 3,012
Change0 (0%)
Value$837.0K (-$68.0K)
Filed 2026-10-19
Gen-Wealth Partners Inc
UNCHANGED
Shares3,012 from 3,012
Change0 (0%)
Value$837.0K (-$68.0K)
Filed 2026-11-04
Windsor Capital Management, LLC
DECREASED
Shares3,008 from 3,041
Change-33 (-1%)
Value$835.9K (-$78.1K)
Filed 2026-10-13
Welch Group, LLC
DECREASED
Shares3,007 from 3,077
Change-70 (-2%)
Value$835.6K (-$88.9K)
Filed 2026-10-29
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares3,004 from 3,004
Change0 (0%)
Value$834.8K (-$67.8K)
Filed 2026-10-28
Intrua Financial, LLC
DECREASED
Shares3,003 from 5,345
Change-2,342 (-44%)
Value$834.4K (-$771.6K)
Filed 2026-10-28
DCF Advisers, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$833.7K (-$67.7K)
Filed 2026-11-04
Forza Wealth Management, LLC
UNCHANGED
Shares2,992 from 2,992
Change0 (0%)
Value$831.4K (-$67.5K)
Filed 2026-10-20
CRA Financial Services, LLC
DECREASED
Shares2,988 from 3,109
Change-121 (-4%)
Value$830.4K (-$103.8K)
Filed 2026-10-16
Acima Private Wealth, LLC
UNCHANGED
Shares2,988 from 2,988
Change0 (0%)
Value$830.3K (-$67.4K)
Filed 2026-10-05
Ullmann Wealth Partners Group, LLC
INCREASED
Shares2,981 from 2,968
Change+13 (+0%)
Value$828.3K (-$63.5K)
Filed 2026-11-02
Leo Wealth, LLC
NEW
Shares2,974
Change+2,974
Value$826.5K
Filed 2026-10-26
First County Bank
DECREASED
Shares2,962 from 3,081
Change-119 (-4%)
Value$823.1K (-$102.6K)
Filed 2026-10-13
O'Brien Greene & Co. Inc
UNCHANGED
Shares2,950 from 2,950
Change0 (0%)
Value$819.8K (-$66.6K)
Filed 2026-11-05
Golden State Wealth Management, LLC
INCREASED
Shares2,939 from 2,821
Change+118 (+4%)
Value$817.0K (-$30.8K)
Filed 2026-11-02
Ti-Trust, Inc
UNCHANGED
Shares2,933 from 2,933
Change0 (0%)
Value$815.1K (-$66.2K)
Filed 2026-10-21
ZWJ Investment Counsel Inc
NEW
Shares2,922
Change+2,922
Value$812.0K
Filed 2026-10-15
Willis Johnson Wealth, Inc.
DECREASED
Shares2,921 from 2,999
Change-78 (-3%)
Value$811.6K (-$89.5K)
Filed 2026-11-03
Washington Capital Management, Inc
UNCHANGED
Shares2,910 from 2,910
Change0 (0%)
Value$808.7K (-$65.7K)
Filed 2026-10-19
Sherman Asset Management, Inc.
NEW
Shares2,900
Change+2,900
Value$805.9K
Filed 2026-11-05
Ironwood Financial, llc
DECREASED
Shares2,899 from 2,934
Change-35 (-1%)
Value$805.6K (-$55.4K)
Filed 2026-10-20
Integris Wealth Management, LLC
UNCHANGED
Shares2,890 from 2,890
Change0 (0%)
Value$803.1K (-$65.2K)
Filed 2026-10-14
Allegiance Financial Group Advisory Services LLC
NEW
Shares2,881
Change+2,881
Value$800.6K
Filed 2026-11-02
Certified Advisory Corp
DECREASED
Shares2,874 from 3,097
Change-223 (-7%)
Value$798.7K (-$131.8K)
Filed 2026-10-29
Bank of New Hampshire
DECREASED
Shares2,860 from 2,920
Change-60 (-2%)
Value$794.8K (-$82.5K)
Filed 2026-10-06
Independent Wealth Network Inc.
INCREASED
Shares2,849 from 2,816
Change+33 (+1%)
Value$791.7K (-$54.5K)
Filed 2026-10-19
Fell Capital Management
UNCHANGED
Shares2,845 from 2,845
Change0 (0%)
Value$790.6K (-$64.2K)
Filed 2026-10-09
Ballew Advisors, Inc
DECREASED
Shares2,840 from 2,951
Change-111 (-4%)
Value$799.5K (-$78.7K)
Filed 2026-10-05
Frank, Rimerman Advisors LLC
INCREASED
Shares2,836 from 2,732
Change+104 (+4%)
Value$788.1K (-$32.8K)
Filed 2026-10-16
LEE Danner & Bass Inc
UNCHANGED
Shares2,834 from 2,834
Change0 (0%)
Value$787.5K (-$63.9K)
Filed 2026-10-27
Oarsman Capital, Inc.
INCREASED
Shares2,814 from 1,054
Change+1,760 (+167%)
Value$782.0K (+$465.3K)
Filed 2026-11-05
XXI Wealth, LLC
INCREASED
Shares2,796 from 2,794
Change+2 (+0%)
Value$777.0K (-$62.5K)
Filed 2026-10-22
Blodgett Wealth Advisors, LLC
DECREASED
Shares2,795 from 2,845
Change-50 (-2%)
Value$776.7K (-$78.1K)
Filed 2026-10-23
Richardson Financial Services Inc.
INCREASED
Shares2,785 from 2,622
Change+163 (+6%)
Value$773.9K (-$13.9K)
Filed 2026-10-30
Smith Salley Wealth Management
UNCHANGED
Shares2,785 from 2,785
Change0 (0%)
Value$773.9K (-$62.8K)
Filed 2026-11-03
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares2,780 from 2,780
Change0 (0%)
Value$772.5K (-$62.7K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED
Shares2,778 from 2,794
Change-16 (-1%)
Value$772.0K (-$67.5K)
Filed 2026-10-16
Trust Co of Oklahoma
INCREASED
Shares2,760 from 2,645
Change+115 (+4%)
Value$767.0K (-$27.7K)
Filed 2026-10-15
Perennial Advisors, LLC
NEW
Shares2,752
Change+2,752
Value$764.8K
Filed 2026-10-13
World Equity Group, Inc.
DECREASED
Shares2,740 from 3,316
Change-576 (-17%)
Value$761.3K (-$235.1K)
Filed 2026-10-14
Shoker Investment Counsel, Inc.
DECREASED
Shares2,739 from 2,742
Change-3 (0%)
Value$761.3K (-$62.7K)
Filed 2026-11-04
Heffernan Advisory, Inc
INCREASED
Shares2,732 from 900
Change+1,832 (+204%)
Value$759.2K (+$488.8K)
Filed 2026-10-13
SkyOak Wealth, LLC
UNCHANGED
Shares2,732 from 2,732
Change0 (0%)
Value$759.2K (-$61.6K)
Filed 2026-10-28
Goldstein Advisors, LLC
UNCHANGED
Shares2,728 from 2,728
Change0 (0%)
Value$758.1K (-$61.5K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED
Shares2,713 from 2,931
Change-218 (-7%)
Value$754.0K (-$126.8K)
Filed 2026-11-04
Kohmann Bosshard Financial Services, LLC
DECREASED
Shares2,706 from 2,707
Change-1 (0%)
Value$752.0K (-$61.3K)
Filed 2026-11-04
Ellis Investment Partners, LLC
DECREASED
Shares2,683 from 2,713
Change-30 (-1%)
Value$745.8K (-$69.5K)
Filed 2026-10-21
M. Kraus & Co
DECREASED
Shares2,675 from 2,825
Change-150 (-5%)
Value$743.4K (-$105.4K)
Filed 2026-10-20
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares2,668 from 2,759
Change-91 (-3%)
Value$741.4K (-$87.4K)
Filed 2026-10-15
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares2,665 from 2,663
Change+2 (+0%)
Value$740.6K (-$59.5K)
Filed 2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares2,651 from 2,161
Change+490 (+23%)
Value$736.8K (+$87.6K)
Filed 2026-10-14
Congress Asset Management Co
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$736.4K (-$59.8K)
Filed 2026-10-06
Vima LLC
INCREASED
Shares2,647 from 2,488
Change+159 (+6%)
Value$735.5K (-$12.1K)
Filed 2026-10-23
Investment Partners Asset Management, Inc.
DECREASED
Shares2,636 from 2,639
Change-3 (0%)
Value$732.5K (-$60.4K)
Filed 2026-10-09
Principle Wealth Partners LLC
DECREASED
Shares2,626 from 2,801
Change-175 (-6%)
Value$729.7K (-$111.8K)
Filed 2026-11-02
Financial Management Network Inc
INCREASED
Shares2,620 from 2,619
Change+1 (+0%)
Value$737.6K (-$32.5K)
Filed 2026-10-09
Onyx Bridge Wealth Group LLC
DECREASED
Shares2,614 from 2,736
Change-122 (-4%)
Value$726.4K (-$95.6K)
Filed 2026-10-16
AAF Wealth Management, LLC
DECREASED
Shares2,614 from 2,643
Change-29 (-1%)
Value$726.4K (-$67.8K)
Filed 2026-10-28
Lynch & Associates
UNCHANGED
Shares2,610 from 2,610
Change0 (0%)
Value$725.3K (-$58.9K)
Filed 2026-10-13
Bangor Savings Bank
DECREASED
Shares2,593 from 2,657
Change-64 (-2%)
Value$720.6K (-$77.7K)
Filed 2026-10-06
Nichols & Pratt Advisers LLP
INCREASED
Shares2,587 from 1,437
Change+1,150 (+80%)
Value$721.8K (+$290.1K)
Filed 2026-10-13
Everhart Financial Group, Inc.
DECREASED
Shares2,584 from 2,608
Change-24 (-1%)
Value$718.1K (-$65.4K)
Filed 2026-10-08
Sard Wealth Management Group, LLC
INCREASED
Shares2,582 from 2,576
Change+6 (+0%)
Value$717.6K (-$56.5K)
Filed 2026-10-16
Tucker Asset Management LLC
INCREASED
Shares2,578 from 2,278
Change+300 (+13%)
Value$716.5K (+$32.1K)
Filed 2026-10-29
Integrity Advisory Solutions, LLC
NEW
Shares2,577
Change+2,577
Value$716.2K
Filed 2026-10-29
Advus Financial Partners, LLC
DECREASED
Shares2,572 from 2,593
Change-21 (-1%)
Value$714.7K (-$64.3K)
Filed 2026-10-20
Mirador Capital Partners LP
INCREASED
Shares2,564 from 1,274
Change+1,290 (+101%)
Value$712.5K (+$329.8K)
Filed 2026-10-09
Raleigh Capital Management Inc.
INCREASED
Shares2,556 from 462
Change+2,094 (+453%)
Value$710.2K (+$571.5K)
Filed 2026-10-28
Endeavor Private Wealth, Inc.
DECREASED
Shares2,554 from 2,565
Change-11 (0%)
Value$709.7K (-$60.8K)
Filed 2026-11-05
RMG Wealth Management LLC
INCREASED
Shares2,544 from 2,279
Change+265 (+12%)
Value$701.6K (+$11.7K)
Filed 2026-10-26
Mengis Capital Management, Inc.
DECREASED
Shares2,543 from 2,592
Change-49 (-2%)
Value$706.6K (-$72.3K)
Filed 2026-10-13
Formidable Asset Management, LLC
UNCHANGED
Shares2,533 from 2,533
Change0 (0%)
Value$761.0K (+$132.9K)
Filed 2026-11-03
Smith Shellnut Wilson LLC
DECREASED
Shares2,521 from 2,550
Change-29 (-1%)
Value$700.6K (-$65.6K)
Filed 2026-10-21
Guidance Point Advisors, LLC
DECREASED
Shares2,508 from 2,577
Change-69 (-3%)
Value$697.5K (-$77.5K)
Filed 2026-10-15
Postrock Partners LLC
UNCHANGED
Shares2,506 from 2,506
Change0 (0%)
Value$696.4K (-$56.5K)
Filed 2026-11-02
Raab & Moskowitz Asset Management LLC
UNCHANGED
Shares2,502 from 2,502
Change0 (0%)
Value$695.3K (-$56.4K)
Filed 2026-11-02
Independent Wealth Advisors LLC
DECREASED
Shares2,500 from 2,953
Change-453 (-15%)
Value$694.8K (-$192.4K)
Filed 2026-10-27
Defender Capital, Llc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$694.7K (-$56.4K)
Filed 2026-10-01
Mainsail Asset Management, LLC
INCREASED
Shares2,496 from 2,490
Change+6 (+0%)
Value$702.2K (-$29.8K)
Filed 2026-10-14
Entrewealth, LLC
INCREASED
Shares2,494 from 1,960
Change+534 (+27%)
Value$693.1K (+$108.5K)
Filed 2026-10-14
Global View Capital Management LLC
INCREASED
Shares2,487 from 1,902
Change+585 (+31%)
Value$691.1K (+$119.7K)
Filed 2026-10-28
Hohimer Wealth Management, LLC
UNCHANGED
Shares2,485 from 2,485
Change0 (0%)
Value$690.6K (-$56.1K)
Filed 2026-11-04
Shepherd Financial Partners LLC
UNCHANGED
Shares2,479 from 2,479
Change0 (0%)
Value$688.9K (-$55.9K)
Filed 2026-11-03
Curated Wealth Partners LLC
DECREASED
Shares2,478 from 3,239
Change-761 (-23%)
Value$688.6K (-$284.5K)
Filed 2026-10-15
RDA Financial Network
INCREASED
Shares2,477 from 2,444
Change+33 (+1%)
Value$688.4K (-$45.9K)
Filed 2026-10-15
First Premier Bank
DECREASED
Shares2,475 from 2,489
Change-14 (-1%)
Value$688 (-$60)
Filed 2026-10-13
Old Second National Bank of Aurora
UNCHANGED
Shares2,473 from 2,473
Change0 (0%)
Value$687.2K (-$55.8K)
Filed 2026-10-22
Sage Mountain Advisors LLC
DECREASED
Shares2,472 from 2,532
Change-60 (-2%)
Value$686.9K (-$73.8K)
Filed 2026-11-02
JGP Wealth Management, LLC
UNCHANGED
Shares2,464 from 2,464
Change0 (0%)
Value$684.7K (-$55.6K)
Filed 2026-10-13
Eagle Wealth Strategies LLC
UNCHANGED
Shares2,464 from 2,464
Change0 (0%)
Value$684.7K (-$55.6K)
Filed 2026-10-20
First City Capital Management, Inc.
DECREASED
Shares2,453 from 2,497
Change-44 (-2%)
Value$681.7K (-$68.5K)
Filed 2026-10-27
Linscomb Wealth, Inc.
DECREASED
Shares2,442 from 2,609
Change-167 (-6%)
Value$678.5K (-$105.4K)
Filed 2026-11-05
Canandaigua National Trust Co of Florida
NEW
Shares2,426
Change+2,426
Value$674.2K
Filed 2026-10-07
Baker Ellis Asset Management LLC
UNCHANGED
Shares2,409 from 2,409
Change0 (0%)
Value$669.4K (-$54.3K)
Filed 2026-10-14
St. Clair Advisors, LLC
UNCHANGED
Shares2,398 from 2,398
Change0 (0%)
Value$666.4K (-$54.1K)
Filed 2026-10-13
Buckhead Capital Management LLC
UNCHANGED
Shares2,396 from 2,396
Change0 (0%)
Value$665.8K (-$54.1K)
Filed 2026-11-03
Bluesphere Advisors LLC
DECREASED
Shares2,386 from 2,400
Change-14 (-1%)
Value$663.0K (-$58.0K)
Filed 2026-10-19
Bigelow Investment Advisors, LLC
DECREASED
Shares2,376 from 2,453
Change-77 (-3%)
Value$660.3K (-$76.6K)
Filed 2026-10-13
Antonelli Financial Advisors, LLC
UNCHANGED
Shares2,374 from 2,374
Change0 (0%)
Value$660.0K (-$53.0K)
Filed 2026-10-13
Rare Wolf Capital LLC
UNCHANGED
Shares2,371 from 2,371
Change0 (0%)
Value$658.9K (-$53.5K)
Filed 2026-10-20
Cypress Capital Group
UNCHANGED
Shares2,359 from 2,359
Change0 (0%)
Value$655.5K (-$53.2K)
Filed 2026-11-03
Summit Investment Advisory Services, LLC
INCREASED
Shares2,356 from 2,114
Change+242 (+11%)
Value$654.8K (+$19.8K)
Filed 2026-11-03
Milestone Asset Management, LLC
DECREASED
Shares2,344 from 3,276
Change-932 (-28%)
Value$651.6K (-$332.9K)
Filed 2026-10-15
CGN Advisors LLC
UNCHANGED
Shares2,324 from 2,324
Change0 (0%)
Value$645.8K (-$52.4K)
Filed 2026-10-21
Washington Growth Strategies LLC
UNCHANGED
Shares2,323 from 2,323
Change0 (0%)
Value$645.5K (-$52.4K)
Filed 2026-10-19
Krilogy Financial LLC
INCREASED
Shares2,306 from 1,978
Change+328 (+17%)
Value$640.9K (+$46.7K)
Filed 2026-10-13
Capital Asset Advisory Services LLC
DECREASED
Shares2,305 from 2,714
Change-409 (-15%)
Value$637.8K (-$177.8K)
Filed 2026-10-30
Security Benefit Life Insurance Co
INCREASED
Shares2,300 from 2,000
Change+300 (+15%)
Value$639.1K (+$38.2K)
Filed 2026-11-05
Castellan Group
UNCHANGED
Shares2,297 from 2,297
Change0 (0%)
Value$638.3K (-$51.8K)
Filed 2026-10-19
Carrera Capital Advisors
DECREASED
Shares2,296 from 2,297
Change-1 (0%)
Value$638.1K (-$51.9K)
Filed 2026-11-03
Trilogy Capital Inc.
DECREASED
Shares2,295 from 2,536
Change-241 (-9%)
Value$637.8K (-$124.2K)
Filed 2026-10-20
Woodside Wealth Management LLC
DECREASED
Shares2,280 from 2,480
Change-200 (-8%)
Value$633.6K (-$111.5K)
Filed 2026-10-16
Upper Left Wealth Management, LLC
DECREASED
Shares2,275 from 2,290
Change-15 (-1%)
Value$632.2K (-$55.8K)
Filed 2026-10-14
Optivise Advisory Services LLC
DECREASED
Shares2,269 from 2,274
Change-5 (0%)
Value$630.6K (-$52.6K)
Filed 2026-10-19
Brown Miller Wealth Management, LLC
UNCHANGED
Shares2,266 from 2,266
Change0 (0%)
Value$629.7K (-$51.0K)
Filed 2026-11-02
Xponance LLC
NEW
Shares2,265
Change+2,265
Value$629.4K
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,264 from 2,676
Change-412 (-15%)
Value$629.2K (-$174.8K)
Filed 2026-10-19
Measured Risk Portfolios, Inc.
DECREASED
Shares2,259 from 2,289
Change-30 (-1%)
Value$627.9K (-$59.9K)
Filed 2026-10-21
PVG Asset Management Corp
INCREASED
Shares2,249 from 2,231
Change+18 (+1%)
Value$625.0K (-$45.3K)
Filed 2026-10-19
DKM Wealth Management, Inc.
DECREASED
Shares2,242 from 2,319
Change-77 (-3%)
Value$623.0K (-$73.7K)
Filed 2026-10-09
Investmark Advisory Group LLC
INCREASED
Shares2,234 from 1,625
Change+609 (+37%)
Value$620.9K (+$132.8K)
Filed 2026-10-27
Winthrop Capital Management, LLC
UNCHANGED
Shares2,234 from 2,234
Change0 (0%)
Value$620.8K (-$50.2K)
Filed 2026-11-05
Jackson Square Capital, LLC
UNCHANGED
Shares2,219 from 2,219
Change0 (0%)
Value$616.6K (-$50.1K)
Filed 2026-10-19
Rockwood Wealth Management, LLC
DECREASED
Shares2,218 from 2,388
Change-170 (-7%)
Value$616.2K (-$101.1K)
Filed 2026-10-27
Total Wealth Planning & Management, Inc.
INCREASED
Shares2,206 from 2,081
Change+125 (+6%)
Value$613.0K (-$12.2K)
Filed 2026-10-23
Penney Financial, LLC
UNCHANGED
Shares2,203 from 2,203
Change0 (0%)
Value$612.2K (-$49.7K)
Filed 2026-10-20
Innova Wealth Partners
INCREASED
Shares2,201 from 2,019
Change+182 (+9%)
Value$611.7K (+$5.1K)
Filed 2026-10-21
BAR Harbor Wealth Management
UNCHANGED
Shares2,198 from 2,198
Change0 (0%)
Value$610.8K (-$49.6K)
Filed 2026-10-21
Register Financial Advisors LLC
INCREASED
Shares2,196 from 2,135
Change+61 (+3%)
Value$610.4K (-$31.3K)
Filed 2026-10-23
Elyxium Wealth, LLC
UNCHANGED
Shares2,196 from 2,196
Change0 (0%)
Value$610.1K (-$49.5K)
Filed 2026-10-27
Gables Capital Management Inc.
UNCHANGED
Shares2,183 from 2,183
Change0 (0%)
Value$606.6K (-$49.2K)
Filed 2026-11-04
Retirement Investment Advisors, Inc.
UNCHANGED
Shares2,177 from 2,177
Change0 (0%)
Value$605.0K (-$33.9K)
Filed 2026-10-22
Stone Summit Wealth LLC
UNCHANGED
Shares2,176 from 2,176
Change0 (0%)
Value$604.7K (-$49.1K)
Filed 2026-10-14
Integral Investment Advisors, Inc.
UNCHANGED
Shares2,167 from 2,167
Change0 (0%)
Value$602.2K (-$48.9K)
Filed 2026-11-03
Kondo Wealth Advisors, Inc.
INCREASED
Shares2,164 from 2,154
Change+10 (+0%)
Value$601.4K (-$45.9K)
Filed 2026-10-19
Cortland Associates Inc
UNCHANGED
Shares2,160 from 2,160
Change0 (0%)
Value$600.0K (-$49.0K)
Filed 2026-10-29
Tran Capital Management, L.P.
UNCHANGED
Shares2,159 from 2,159
Change0 (0%)
Value$600.0K (-$48.7K)
Filed 2026-10-19
Commonwealth Financial Services, LLC
DECREASED
Shares2,157 from 2,299
Change-142 (-6%)
Value$599.5K (-$91.3K)
Filed 2026-10-20
Kelleher Financial Advisors
INCREASED
Shares2,155 from 1,300
Change+855 (+66%)
Value$598.9K (+$208.3K)
Filed 2026-10-30
RPG Investment Advisory, LLC
DECREASED
Shares2,140 from 3,165
Change-1,025 (-32%)
Value$594.7K (-$356.2K)
Filed 2026-10-21
Maseco LLP
UNCHANGED
Shares2,125 from 2,125
Change0 (0%)
Value$590.6K (-$47.7K)
Filed 2026-10-27
Adell Harriman & Carpenter Inc
DECREASED
Shares2,120 from 2,191
Change-71 (-3%)
Value$589.3K (-$69.2K)
Filed 2026-11-02
Kaizen Financial Strategies
INCREASED
Shares2,114 from 2,063
Change+51 (+2%)
Value$587.4K (-$30.2K)
Filed 2026-10-09
Goelzer Investment Management, Inc.
INCREASED
Shares2,113 from 1,239
Change+874 (+71%)
Value$587.2K (+$214.9K)
Filed 2026-10-16
Magnus Financial Group LLC
UNCHANGED
Shares2,113 from 2,113
Change0 (0%)
Value$587.3K (-$47.5K)
Filed 2026-10-21
Breachway Investments LLC
DECREASED
Shares2,110 from 2,150
Change-40 (-2%)
Value$586.3K (-$59.6K)
Filed 2026-10-19
Annex Advisory Services, LLC
DECREASED
Shares2,109 from 2,125
Change-16 (-1%)
Value$586.2K (-$52.4K)
Filed 2026-10-16
Tritonpoint Wealth, LLC
DECREASED
Shares2,108 from 2,308
Change-200 (-9%)
Value$585.9K (-$107.7K)
Filed 2026-10-19
Financial Partners Group, Inc
DECREASED
Shares2,105 from 2,108
Change-3 (0%)
Value$584.8K (-$48.6K)
Filed 2026-10-19
Kassira Wealth Management LLC
DECREASED
Shares2,103 from 2,154
Change-51 (-2%)
Value$584.4K (-$62.8K)
Filed 2026-10-28
Acorn Financial Advisory Services Inc
INCREASED
Shares2,090 from 1,950
Change+140 (+7%)
Value$581.1K (-$4.7K)
Filed 2026-11-02
Heritage Investment Group, Inc.
INCREASED
Shares2,089 from 2,012
Change+77 (+4%)
Value$580.6K (-$23.9K)
Filed 2026-11-03
Midland Wealth Advisors, LLC
DECREASED
Shares2,089 from 2,118
Change-29 (-1%)
Value$580.5K (-$55.8K)
Filed 2026-10-26
Howland Capital Management LLC
INCREASED
Shares2,081 from 2,044
Change+37 (+2%)
Value$578.3K (-$35.8K)
Filed 2026-10-22
Sterling Investment Counsel, LLC
INCREASED
Shares2,079 from 1,884
Change+195 (+10%)
Value$577.7K (+$11.7K)
Filed 2026-10-19
KRS Capital Management, LLC
INCREASED
Shares2,074 from 2,073
Change+1 (+0%)
Value$576.3K (-$46.7K)
Filed 2026-10-16
Riverbridge Partners LLC
DECREASED
Shares2,071 from 2,655
Change-584 (-22%)
Value$575.5K (-$222.2K)
Filed 2026-11-05
Amplius Wealth Advisors, LLC
INCREASED
Shares2,066 from 1,733
Change+333 (+19%)
Value$574.1K (+$53.4K)
Filed 2026-10-20
LexAurum Advisors, LLC
DECREASED
Shares2,061 from 2,078
Change-17 (-1%)
Value$572.7K (-$51.8K)
Filed 2026-10-19
James J. Burns & Company, LLC
DECREASED
Shares2,057 from 2,095
Change-38 (-2%)
Value$571.5K (-$57.8K)
Filed 2026-10-22
Tcfg Investment Advisors, LLC
DECREASED
Shares2,053 from 2,062
Change-9 (0%)
Value$570.5K (-$49.0K)
Filed 2026-10-20
BlueSky Wealth Advisors, LLC
INCREASED
Shares2,047 from 2,036
Change+11 (+1%)
Value$568.8K (-$42.9K)
Filed 2026-10-29
Liberty Capital Management, Inc.
UNCHANGED
Shares2,042 from 2,042
Change0 (0%)
Value$567.5K (-$46.1K)
Filed 2026-11-02
Fourpath Capital Management, LLC
UNCHANGED
Shares2,031 from 2,031
Change0 (0%)
Value$564.4K (-$45.8K)
Filed 2026-10-19
First International Bank of Israel Ltd.
DECREASED
Shares2,030 from 3,660
Change-1,630 (-45%)
Value$564.1K (-$535.4K)
Filed 2026-11-04
Cypress Wealth Services, LLC
UNCHANGED
Shares2,028 from 2,028
Change0 (0%)
Value$570.6K (-$38.6K)
Filed 2026-10-21
Guardsman Private Capital Management, Inc.
UNCHANGED
Shares2,016 from 2,016
Change0 (0%)
Value$560.4K (-$45.5K)
Filed 2026-10-19
Costello Asset Management, Inc
DECREASED
Shares2,013 from 2,015
Change-2 (0%)
Value$559.5K (-$46.0K)
Filed 2026-10-30
Anchyra Partners LLC
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$558.6K (-$45.3K)
Filed 2026-10-13
Integrity Investment Advisors, LLC
UNCHANGED
Shares1,999 from 1,999
Change0 (0%)
Value$555.5K (-$45.1K)
Filed 2026-11-03
Able Financial Group, LLC
DECREASED
Shares1,995 from 2,022
Change-27 (-1%)
Value$554.4K (-$53.1K)
Filed 2026-10-14
Mayfair Advisory Group, LLC
UNCHANGED
Shares1,990 from 1,990
Change0 (0%)
Value$553.0K (-$26.4K)
Filed 2026-10-20
Hummer Financial Advisory Services Inc
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$548.8K (-$44.6K)
Filed 2026-10-09
True North Advisors, LLC
INCREASED
Shares1,967 from 1,068
Change+899 (+84%)
Value$546.5K (+$225.5K)
Filed 2026-10-22
Geneva Partners, LLC
UNCHANGED
Shares1,955 from 1,955
Change0 (0%)
Value$543.2K (-$44.3K)
Filed 2026-10-26
Midwest Financial Group LLC
INCREASED
Shares1,953 from 1,821
Change+132 (+7%)
Value$542.7K (-$4.5K)
Filed 2026-10-15
Cahaba Wealth Management, Inc.
DECREASED
Shares1,953 from 2,040
Change-87 (-4%)
Value$542.8K (-$70.1K)
Filed 2026-10-26
Mascoma Wealth Management LLC
DECREASED
Shares1,946 from 2,081
Change-135 (-6%)
Value$540.8K (-$84.5K)
Filed 2026-10-23
Partners Wealth Management, LLC
NEW
Shares1,940
Change+1,940
Value$539.1K
Filed 2026-10-28
Cypress Financial Planning LLC
DECREASED
Shares1,929 from 1,944
Change-15 (-1%)
Value$536.1K (-$48.0K)
Filed 2026-10-09
Journey Beyond Wealth, LLC
DECREASED
Shares1,924 from 2,458
Change-534 (-22%)
Value$534.7K (-$203.8K)
Filed 2026-11-04
TrustBank
INCREASED
Shares1,922 from 1,750
Change+172 (+10%)
Value$534.1K (+$8.3K)
Filed 2026-10-20
King Luther Capital Management Corp
UNCHANGED
Shares1,919 from 1,919
Change0 (0%)
Value$533.3K (-$43.3K)
Filed 2026-11-05
GR Financial Group, LLC
INCREASED
Shares1,914 from 698
Change+1,216 (+174%)
Value$532.0K (+$322.2K)
Filed 2026-10-27
Compass Financial Management LLC
DECREASED
Shares1,910 from 6,030
Change-4,120 (-68%)
Value$530.8K (-$1.3M)
Filed 2026-10-30
Transce3nd, LLC
NEW
Shares1,909
Change+1,909
Value$527.8K
Filed 2026-10-26
Wavvest Wealth LLC
NEW
Shares1,903
Change+1,903
Value$528.8K
Filed 2026-10-21
Abacus Wealth Partners, LLC
INCREASED
Shares1,900 from 1,700
Change+200 (+12%)
Value$528.0K (+$17.2K)
Filed 2026-11-03
Rockland Trust Co
UNCHANGED
Shares1,896 from 1,896
Change0 (0%)
Value$526.9K (-$42.8K)
Filed 2026-10-05
Samalin Investment Counsel, LLC
INCREASED
Shares1,879 from 1,874
Change+5 (+0%)
Value$522.2K (-$40.9K)
Filed 2026-10-23
Grandfield & Dodd, LLC
UNCHANGED
Shares1,871 from 1,871
Change0 (0%)
Value$519.9K (-$42.2K)
Filed 2026-10-29
Vista Investment Partners II, LLC
NEW
Shares1,864
Change+1,864
Value$518.0K
Filed 2026-10-15
Quartz Partners, LLC
INCREASED
Shares1,857 from 1,728
Change+129 (+7%)
Value$516.0K (-$3.1K)
Filed 2026-11-03
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,856 from 1,856
Change0 (0%)
Value$515.8K (-$41.9K)
Filed 2026-10-27
Atwater Malick LLC
INCREASED
Shares1,851 from 1,547
Change+304 (+20%)
Value$514.4K (+$49.6K)
Filed 2026-10-15
Balefire, LLC
DECREASED
Shares1,845 from 1,962
Change-117 (-6%)
Value$512.7K (-$76.9K)
Filed 2026-10-09
Cardinal Point Capital Management ULC
UNCHANGED
Shares1,845 from 1,845
Change0 (0%)
Value$512.7K (-$41.6K)
Filed 2026-10-21
Capital CS Group, LLC
NEW
Shares1,840
Change+1,840
Value$511.4K
Filed 2026-10-29
Wealthstar Advisors, LLC
INCREASED
Shares1,832 from 1,769
Change+63 (+4%)
Value$509.0K (-$22.5K)
Filed 2026-10-19
Gutierrez Wealth Advisory, LLC
INCREASED
Shares1,829 from 1,598
Change+231 (+14%)
Value$508.2K (+$28.0K)
Filed 2026-11-02
Allstreet Capital Advisors LLC
DECREASED
Shares1,829 from 1,846
Change-17 (-1%)
Value$508.3K (-$46.4K)
Filed 2026-11-04
Narwhal Capital Management
INCREASED
Shares1,824 from 1,822
Change+2 (+0%)
Value$506.9K (-$40.5K)
Filed 2026-11-04
Rossby Financial, LCC
DECREASED
Shares1,822 from 2,476
Change-654 (-26%)
Value$506.4K (-$237.4K)
Filed 2026-11-05
Argyle Capital Partners, LLC
DECREASED
Shares1,819 from 1,869
Change-50 (-3%)
Value$505.4K (-$56.0K)
Filed 2026-10-23
GHP Investment Advisors, Inc.
INCREASED
Shares1,814 from 1,813
Change+1 (+0%)
Value$504.1K (-$40.5K)
Filed 2026-10-15
Zullo Investment Group, Inc.
INCREASED
Shares1,811 from 1,653
Change+158 (+10%)
Value$503.4K (+$6.5K)
Filed 2026-10-20
Lavelle Capital LP
INCREASED
Shares1,811 from 1,806
Change+5 (+0%)
Value$503.2K (-$39.4K)
Filed 2026-11-03
Stanich Group LLC
UNCHANGED
Shares1,809 from 1,809
Change0 (0%)
Value$502.8K (-$40.8K)
Filed 2026-10-16
Charles Schwab Trust Co
INCREASED
Shares1,805 from 1,115
Change+690 (+62%)
Value$501.6K (+$166.6K)
Filed 2026-10-15
Uptick Partners, LLC
INCREASED
Shares1,800 from 1,773
Change+27 (+2%)
Value$500.3K (-$32.4K)
Filed 2026-11-04
Pinion Investment Advisors, LLC
INCREASED
Shares1,795 from 1,792
Change+3 (+0%)
Value$498.8K (-$39.6K)
Filed 2026-11-04
Tennessee Valley Asset Management Partners
DECREASED
Shares1,779 from 1,818
Change-39 (-2%)
Value$494.2K (-$52.1K)
Filed 2026-11-03
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,777 from 1,777
Change0 (0%)
Value$493.8K (-$40.1K)
Filed 2026-10-30
Market Street Wealth Management Advisors LLC
DECREASED
Shares1,776 from 1,822
Change-46 (-3%)
Value$493.5K (-$54.0K)
Filed 2026-10-09
Beacon Capital Management, LLC
DECREASED
Shares1,771 from 2,284
Change-513 (-22%)
Value$492.0K (-$194.2K)
Filed 2026-10-23
Marin Bay Wealth Advisors, LLC
INCREASED
Shares1,770 from 1,766
Change+4 (+0%)
Value$492.1K (-$38.5K)
Filed 2026-10-28
Aurora Private Wealth, Inc.
INCREASED
Shares1,762 from 1,758
Change+4 (+0%)
Value$490 (-$527.5K)
Filed 2026-10-20
Tenon Financial LLC
UNCHANGED
Shares1,761 from 1,761
Change0 (0%)
Value$489.4K (-$39.7K)
Filed 2026-10-14
Flagstone Financial Management
UNCHANGED
Shares1,758 from 1,758
Change0 (0%)
Value$488.5K (-$39.7K)
Filed 2026-11-05
North Capital, Inc.
INCREASED
Shares1,756 from 1,688
Change+68 (+4%)
Value$486.0K (-$21.1K)
Filed 2026-10-16
Blueline Advisors LLC
UNCHANGED
Shares1,753 from 1,753
Change0 (0%)
Value$487.2K (-$39.6K)
Filed 2026-10-15
Purewater Capital LLC
NEW
Shares1,752
Change+1,752
Value$486.9K
Filed 2026-10-23
Concord Wealth Partners
DECREASED
Shares1,750 from 1,853
Change-103 (-6%)
Value$486.4K (-$70.5K)
Filed 2026-11-02
BLB&B Advisors, LLC
INCREASED
Shares1,740 from 1,136
Change+604 (+53%)
Value$483.5K (+$142.2K)
Filed 2026-10-27
Detalus Advisors, LLC
INCREASED
Shares1,738 from 1,715
Change+23 (+1%)
Value$483.1K (-$32.3K)
Filed 2026-10-15
Stronghold Wealth Management L.L.C.
DECREASED
Shares1,736 from 3,050
Change-1,314 (-43%)
Value$482.4K (-$434.0K)
Filed 2026-10-16
West Paces Advisors Inc.
DECREASED
Shares1,736 from 2,077
Change-341 (-16%)
Value$482.5K (-$141.4K)
Filed 2026-10-13
Professional Advisory Services Inc
UNCHANGED
Shares1,735 from 1,735
Change0 (0%)
Value$482 (-$39)
Filed 2026-10-08
Denver PWM, LLC
INCREASED
Shares1,733 from 1,729
Change+4 (+0%)
Value$481.6K (-$45.9K)
Filed 2026-10-22
Brown Financial Advisory
UNCHANGED
Shares1,732 from 1,732
Change0 (0%)
Value$481.3K (-$39.1K)
Filed 2026-11-05
Gerber, LLC
INCREASED
Shares1,731 from 1,703
Change+28 (+2%)
Value$481.2K (-$30.6K)
Filed 2026-10-21
Karnit Road Accident Victims Compensation Fund
NEW
Shares1,730
Change+1,730
Value$480.8K
Filed 2026-11-04
Northland Securities, Inc.
DECREASED
Shares1,721 from 1,757
Change-36 (-2%)
Value$478.2K (-$49.6K)
Filed 2026-11-02
Amicus Financial Advisors, LLC
DECREASED
Shares1,705 from 1,708
Change-3 (0%)
Value$473.8K (-$39.3K)
Filed 2026-11-03
Wealthcare Capital Partners, LLC
DECREASED
Shares1,704 from 2,138
Change-434 (-20%)
Value$473.6K (-$168.7K)
Filed 2026-10-21
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares1,696 from 1,696
Change0 (0%)
Value$471.4K (-$38.3K)
Filed 2026-10-30
Horizon Wealth Management, LLC
DECREASED
Shares1,695 from 94,986
Change-93,291 (-98%)
Value$471.1K (-$28.1M)
Filed 2026-11-02
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares1,694 from 1,694
Change0 (0%)
Value$470.6K (-$38.2K)
Filed 2026-10-26
Seelaus Asset Management LLC
DECREASED
Shares1,686 from 1,691
Change-5 (0%)
Value$468.5K (-$39.5K)
Filed 2026-10-14
Consilium Wealth Advisory, LLC
DECREASED
Shares1,684 from 2,084
Change-400 (-19%)
Value$468.0K (-$158.2K)
Filed 2026-10-14
Legacies Wealth LLC
DECREASED
Shares1,683 from 1,716
Change-33 (-2%)
Value$467.8K (-$47.9K)
Filed 2026-11-02
Arlington Trust Co LLC
NEW
Shares1,680
Change+1,680
Value$466.9K
Filed 2026-10-20
AFG Fiduciary Services Limited Partnership
INCREASED
Shares1,678 from 1,671
Change+7 (+0%)
Value$464.3K (-$33.0K)
Filed 2026-10-21
Clifford Swan Investment Counsel LLC
DECREASED
Shares1,677 from 2,094
Change-417 (-20%)
Value$466.0K (-$163.1K)
Filed 2026-11-05
Pflug Koory, LLC
INCREASED
Shares1,668 from 1,665
Change+3 (+0%)
Value$463.4K (-$36.9K)
Filed 2026-10-26
Cannon Capital Management, Inc.
DECREASED
Shares1,666 from 1,921
Change-255 (-13%)
Value$463.0K (-$114.2K)
Filed 2026-11-03
First Interstate Bank
INCREASED
Shares1,665 from 1,655
Change+10 (+1%)
Value$462.7K (-$34.6K)
Filed 2026-10-23
Brooklyn FI, LLC
INCREASED
Shares1,663 from 701
Change+962 (+137%)
Value$472.3K (+$266.4K)
Filed 2026-11-05
S.A. Mason LLC
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$461.3K (-$37.5K)
Filed 2026-10-13
Matauro, LLC
DECREASED
Shares1,657 from 1,775
Change-118 (-7%)
Value$460.3K (-$72.8K)
Filed 2026-11-03
Acute Investment Advisory, LLC
DECREASED
Shares1,655 from 1,735
Change-80 (-5%)
Value$459.9K (-$61.4K)
Filed 2026-10-16
Landmark Wealth Management, LLC
INCREASED
Shares1,651 from 1,570
Change+81 (+5%)
Value$458.9K (-$12.8K)
Filed 2026-11-03
Phillips Financial Management, LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$458.5K (-$37.2K)
Filed 2026-10-19
Inlet Private Wealth, LLC
UNCHANGED
Shares1,649 from 1,649
Change0 (0%)
Value$458.2K (-$37.2K)
Filed 2026-10-21
Apollon Financial, LLC
DECREASED
Shares1,645 from 1,651
Change-6 (0%)
Value$457.2K (-$38.7K)
Filed 2026-10-23
Layline Advisors, LLC
DECREASED
Shares1,644 from 1,660
Change-16 (-1%)
Value$456.9K (-$41.8K)
Filed 2026-11-02
180 Wealth Advisors, LLC
INCREASED
Shares1,644 from 1,635
Change+9 (+1%)
Value$457.0K (-$34.2K)
Filed 2026-11-03
Hoxton Planning & Management, LLC
DECREASED
Shares1,638 from 2,003
Change-365 (-18%)
Value$455.1K (-$146.6K)
Filed 2026-10-15
Sage Financial Group Inc
INCREASED
Shares1,637 from 1,626
Change+11 (+1%)
Value$454.9K (-$33.7K)
Filed 2026-10-27
Atlas Private Wealth Advisors
DECREASED
Shares1,630 from 1,687
Change-57 (-3%)
Value$452.8K (-$54.1K)
Filed 2026-10-23
Westover Capital Advisors, LLC
UNCHANGED
Shares1,629 from 1,629
Change0 (0%)
Value$452.7K (-$36.8K)
Filed 2026-10-26
Patten Group, Inc.
INCREASED
Shares1,621 from 1,402
Change+219 (+16%)
Value$450.5K (+$29.2K)
Filed 2026-10-26
Stonebridge Financial Group, LLC
DECREASED
Shares1,621 from 1,658
Change-37 (-2%)
Value$450.5K (-$47.7K)
Filed 2026-10-01
ARQ Wealth Advisors, LLC
INCREASED
Shares1,610 from 1,594
Change+16 (+1%)
Value$447.3K (-$20.9K)
Filed 2026-10-29
Harrington Investments, Inc
UNCHANGED
Shares1,610 from 1,610
Change0 (0%)
Value$447.4K (-$36.3K)
Filed 2026-10-14
Sentinel Advisory Group, LLC
UNCHANGED
Shares1,605 from 1,605
Change0 (0%)
Value$446.0K (-$36.2K)
Filed 2026-10-20
Eagle Global Advisors LLC
INCREASED
Shares1,600 from 1,530
Change+70 (+5%)
Value$444.6K (-$15.1K)
Filed 2026-11-02
Nicollet Investment Management, Inc.
UNCHANGED
Shares1,599 from 1,599
Change0 (0%)
Value$444 (-$479.6K)
Filed 2026-10-14
Global Assets Advisory, LLC
INCREASED
Shares1,593 from 1,489
Change+104 (+7%)
Value$451.3K (+$3.3K)
Filed 2026-10-28
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares1,590 from 1,568
Change+22 (+1%)
Value$441.8K (-$29.4K)
Filed 2026-10-08
Bath Savings Trust Co
INCREASED
Shares1,579 from 1,498
Change+81 (+5%)
Value$438.8K (-$11.3K)
Filed 2026-10-07
Exchange Bank
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$438.0K (-$35.6K)
Filed 2026-10-07
Gemmer Asset Management LLC
DECREASED
Shares1,574 from 1,588
Change-14 (-1%)
Value$437.4K (-$39.7K)
Filed 2026-10-16
BOS Asset Management, LLC
UNCHANGED
Shares1,574 from 1,574
Change0 (0%)
Value$437.4K (-$35.5K)
Filed 2026-10-09
Armstrong Advisory Group, Inc
DECREASED
Shares1,569 from 1,599
Change-30 (-2%)
Value$436.0K (-$44.3K)
Filed 2026-10-09
Peoples Bank
UNCHANGED
Shares1,569 from 1,569
Change0 (0%)
Value$436.0K (-$35.4K)
Filed 2026-10-09
Polaris Investment Advisors, LLC
DECREASED
Shares1,563 from 1,567
Change-4 (0%)
Value$434.3K (-$36.5K)
Filed 2026-10-20
Richmond Investment Services, LLC
INCREASED
Shares1,561 from 1,559
Change+2 (+0%)
Value$433.7K (-$34.7K)
Filed 2026-10-29
Moulton Wealth Management, Inc
DECREASED
Shares1,557 from 1,568
Change-11 (-1%)
Value$434.5K (-$37.9K)
Filed 2026-10-13
TCI Wealth Advisors, Inc.
DECREASED
Shares1,555 from 1,586
Change-31 (-2%)
Value$432.2K (-$44.3K)
Filed 2026-10-30
Genesis Private Wealth, LLC
UNCHANGED
Shares1,552 from 1,552
Change0 (0%)
Value$431.3K (-$35.0K)
Filed 2026-11-02
Quadrant Private Wealth Management, LLC
NEW
Shares1,551
Change+1,551
Value$431.0K
Filed 2026-11-04
Elevation Wealth Partners, LLC
INCREASED
Shares1,543 from 1,480
Change+63 (+4%)
Value$428.8K (-$15.9K)
Filed 2026-10-07
Wespac Advisors, LLC
DECREASED
Shares1,540 from 3,749
Change-2,209 (-59%)
Value$428.0K (-$698.4K)
Filed 2026-10-26
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares1,540 from 1,540
Change0 (0%)
Value$428.0K (-$34.7K)
Filed 2026-10-13
Omni 360 Wealth, Inc.
INCREASED
Shares1,539 from 1,276
Change+263 (+21%)
Value$427.7K (+$44.3K)
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED
Shares1,534 from 1,531
Change+3 (+0%)
Value$426.4K (-$33.7K)
Filed 2026-10-21
Flower City Capital
UNCHANGED
Shares1,532 from 1,532
Change0 (0%)
Value$425.8K (-$34.6K)
Filed 2026-10-15
DDD Partners, LLC
NEW
Shares1,520
Change+1,520
Value$422.4K
Filed 2026-11-02
Financial Harvest, LLC
INCREASED
Shares1,519 from 1,319
Change+200 (+15%)
Value$422.1K (+$25.8K)
Filed 2026-10-15
Verity Asset Management, Inc.
INCREASED
Shares1,515 from 1,279
Change+236 (+18%)
Value$421.0K (+$36.8K)
Filed 2026-10-30
Crumly & Associates Inc.
INCREASED
Shares1,514 from 882
Change+632 (+72%)
Value$420.7K (+$155.8K)
Filed 2026-10-07
Birinyi Associates Inc
UNCHANGED
Shares1,510 from 1,510
Change0 (0%)
Value$420 (-$453.6K)
Filed 2026-10-28
Romano Brothers and Company
INCREASED
Shares1,506 from 1,291
Change+215 (+17%)
Value$418.5K (+$30.6K)
Filed 2026-10-22
Breakwater Investment Management
UNCHANGED
Shares1,504 from 1,504
Change0 (0%)
Value$417.9K (-$33.9K)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
INCREASED
Shares1,503 from 1,421
Change+82 (+6%)
Value$417.6K (-$9.3K)
Filed 2026-10-21
Sharkey, Howes & Javer
DECREASED
Shares1,495 from 1,523
Change-28 (-2%)
Value$415.5K (-$42.1K)
Filed 2026-10-22
Successful Portfolios LLC
UNCHANGED
Shares1,494 from 1,494
Change0 (0%)
Value$422.4K (-$21.3K)
Filed 2026-10-09
Sage Capital Management, LLC
INCREASED
Shares1,493 from 1,492
Change+1 (+0%)
Value$416.0K (-$33.6K)
Filed 2026-10-20
Twelve Points Wealth Management LLC
NEW
Shares1,487
Change+1,487
Value$415.2K
Filed 2026-11-03
Asio Capital, LLC
UNCHANGED
Shares1,484 from 1,484
Change0 (0%)
Value$412.4K (-$33.5K)
Filed 2026-10-19
Monte Financial Group, LLC
UNCHANGED
Shares1,483 from 1,483
Change0 (0%)
Value$412.1K (-$19.7K)
Filed 2026-11-02
Mullaney, Keating & Wright, Inc.
INCREASED
Shares1,481 from 1,281
Change+200 (+16%)
Value$411.5K (+$26.6K)
Filed 2026-10-19
L. Roy Papp & Associates, LLP
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$411.3K (-$33.4K)
Filed 2026-10-21
Noble Wealth Management PBC
DECREASED
Shares1,478 from 1,638
Change-160 (-10%)
Value$410.7K (-$81.4K)
Filed 2026-10-01
Southern Michigan Bank & Trust
UNCHANGED
Shares1,472 from 1,472
Change0 (0%)
Value$409.1K (-$33.2K)
Filed 2026-10-19
Curry Webb Wealth Management LLC
UNCHANGED
Shares1,470 from 1,470
Change0 (0%)
Value$441.8K ($0)
Filed 2026-10-22
Lmcg Investments, LLC
DECREASED
Shares1,467 from 1,484
Change-17 (-1%)
Value$407.7K (-$38.2K)
Filed 2026-10-21
15 Wealth Advisors LLC
NEW
Shares1,466
Change+1,466
Value$407.1K
Filed 2026-10-14
Legacy Financial Strategies, LLC
DECREASED
Shares1,466 from 1,485
Change-19 (-1%)
Value$407.4K (-$38.8K)
Filed 2026-10-15
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares1,460 from 1,405
Change+55 (+4%)
Value$405.7K (-$16.4K)
Filed 2026-11-03
Ledyard National Bank
DECREASED
Shares1,459 from 1,829
Change-370 (-20%)
Value$405.4K (-$144.1K)
Filed 2026-10-21
Moran Wealth Management, LLC
NEW
Shares1,454
Change+1,454
Value$404.1K
Filed 2026-10-22
Interchange Capital Partners, LLC
DECREASED
Shares1,454 from 1,467
Change-13 (-1%)
Value$404.1K (-$36.7K)
Filed 2026-10-28
Eclectic Associates Inc
INCREASED
Shares1,450 from 1,436
Change+14 (+1%)
Value$403.0K (-$28.4K)
Filed 2026-10-09
Argus Investors' Counsel, Inc.
UNCHANGED
Shares1,442 from 1,442
Change0 (0%)
Value$400.7K (-$32.5K)
Filed 2026-10-09
Shrier Wealth Management, LLC
INCREASED
Shares1,440 from 1,438
Change+2 (+0%)
Value$400.1K (-$31.9K)
Filed 2026-10-20
Omega Financial Group, LLC
INCREASED
Shares1,440 from 1,439
Change+1 (+0%)
Value$400.2K (-$32.0K)
Filed 2026-10-29
One Way Holdings LLC
INCREASED
Shares1,439 from 1,427
Change+12 (+1%)
Value$399.9K (-$28.9K)
Filed 2026-10-29
Birchbrook, Inc.
DECREASED
Shares1,432 from 1,476
Change-44 (-3%)
Value$397.9K (-$45.5K)
Filed 2026-10-14
WealthBridge Investment Counsel Inc.
UNCHANGED
Shares1,432 from 1,432
Change0 (0%)
Value$398 (-$32)
Filed 2026-10-13
Journey Advisory Group, LLC
INCREASED
Shares1,430 from 1,227
Change+203 (+17%)
Value$397.4K (+$28.7K)
Filed 2026-11-04
Trueblood Wealth Management, LLC
INCREASED
Shares1,429 from 1,426
Change+3 (+0%)
Value$397.1K (-$31.5K)
Filed 2026-10-23
Lauterbach Financial Advisors, LLC
UNCHANGED
Shares1,429 from 1,429
Change0 (0%)
Value$397.1K (-$32.2K)
Filed 2026-10-21
GLR Partners, LLC
DECREASED
Shares1,428 from 1,532
Change-104 (-7%)
Value$396.8K (-$63.5K)
Filed 2026-11-04
Dala Group, LLC
UNCHANGED
Shares1,424 from 1,424
Change0 (0%)
Value$395.7K (-$32.1K)
Filed 2026-10-29
Redwood Family Wealth LLC
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$394.6K (-$32.0K)
Filed 2026-10-20
Blackston Financial Advisory Group, LLC
DECREASED
Shares1,416 from 1,688
Change-272 (-16%)
Value$393.5K (-$113.7K)
Filed 2026-11-04
Bedminster, LLC
UNCHANGED
Shares1,413 from 1,413
Change0 (0%)
Value$392.7K (-$31.9K)
Filed 2026-11-04
InvesTrust
DECREASED
Shares1,405 from 1,503
Change-98 (-7%)
Value$390.4K (-$61.1K)
Filed 2026-10-14
DeLarme Wealth Management, Inc.
INCREASED
Shares1,403 from 1,402
Change+1 (+0%)
Value$389.9K (-$31.3K)
Filed 2026-10-30
High Net Worth Advisory Group LLC
UNCHANGED
Shares1,403 from 1,403
Change0 (0%)
Value$389.9K (-$31.7K)
Filed 2026-10-26
Isthmus Partners, LLC
INCREASED
Shares1,399 from 1,168
Change+231 (+20%)
Value$388.8K (+$37.8K)
Filed 2026-10-21
Flynn Zito Capital Management, LLC
INCREASED
Shares1,399 from 1,398
Change+1 (+0%)
Value$388.8K (-$31.3K)
Filed 2026-11-04
Boston Common Asset Management, LLC
INCREASED
Shares1,396 from 1,395
Change+1 (+0%)
Value$387.9K (-$31.2K)
Filed 2026-10-13
Praetorian Wealth Management, Inc.
UNCHANGED
Shares1,390 from 1,390
Change0 (0%)
Value$386.3K (-$31.4K)
Filed 2026-10-16
KW Wealth Management LLC
NEW
Shares1,386
Change+1,386
Value$385.3K
Filed 2026-10-28
Oakworth Capital, Inc.
INCREASED
Shares1,385 from 1,090
Change+295 (+27%)
Value$384.9K (+$57.7K)
Filed 2026-10-26
Wolff Wiese Magana LLC
INCREASED
Shares1,380 from 1,348
Change+32 (+2%)
Value$383.5K (-$21.5K)
Filed 2026-10-15
Latitude Advisors, LLC
DECREASED
Shares1,379 from 1,471
Change-92 (-6%)
Value$383.1K (-$58.8K)
Filed 2026-10-27
Bay Capital Advisors, LLC
DECREASED
Shares1,376 from 1,381
Change-5 (0%)
Value$382.2K (-$32.6K)
Filed 2026-10-16
D.B. Root & Company, LLC
INCREASED
Shares1,376 from 1,374
Change+2 (+0%)
Value$382.4K (-$30.4K)
Filed 2026-11-04
Piscataqua Savings Bank
UNCHANGED
Shares1,373 from 1,373
Change0 (0%)
Value$381.5K (-$31.0K)
Filed 2026-10-21
Gibbs Wealth Management
INCREASED
Shares1,367 from 749
Change+618 (+83%)
Value$379.9K (+$154.8K)
Filed 2026-10-22
TritonPoint Partners, LLC
DECREASED
Shares1,364 from 3,178
Change-1,814 (-57%)
Value$378.9K (-$575.8K)
Filed 2026-11-05
Blankinship & Foster, LLC
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$376.5K (-$30.6K)
Filed 2026-10-19
Aviso Wealth Management
UNCHANGED
Shares1,351 from 1,351
Change0 (0%)
Value$375.4K (-$30.5K)
Filed 2026-11-04
Diligent Investors, LLC
INCREASED
Shares1,346 from 1,345
Change+1 (+0%)
Value$373.9K (-$30.3K)
Filed 2026-10-21
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares1,343 from 1,214
Change+129 (+11%)
Value$373.2K (+$8.5K)
Filed 2026-11-03
BNC Wealth Management, LLC
DECREASED
Shares1,338 from 1,500
Change-162 (-11%)
Value$371.7K (-$78.9K)
Filed 2026-10-19
Lake Street Private Wealth, LLC
INCREASED
Shares1,336 from 1,310
Change+26 (+2%)
Value$371.3K (-$22.3K)
Filed 2026-10-22
Heritage OAK Wealth Advisors LLC
NEW
Shares1,334
Change+1,334
Value$370.7K
Filed 2026-10-14
MBA Advisors LLC
UNCHANGED
Shares1,332 from 1,332
Change0 (0%)
Value$370.1K (-$30.1K)
Filed 2026-10-29
Beacon Bank & Trust
INCREASED
Shares1,329 from 1,318
Change+11 (+1%)
Value$369.3K (-$26.7K)
Filed 2026-10-27
Albion Financial Group
UNCHANGED
Shares1,327 from 1,327
Change0 (0%)
Value$368.6K (-$29.9K)
Filed 2026-10-21
Triton Wealth Management, Pllc
INCREASED
Shares1,326 from 1,103
Change+223 (+20%)
Value$373.1K (+$49.4K)
Filed 2026-11-04
Arvest Investments, Inc.
DECREASED
Shares1,322 from 1,327
Change-5 (0%)
Value$367.4K (-$31.3K)
Filed 2026-10-21
PDS Planning, Inc
INCREASED
Shares1,321 from 1,118
Change+203 (+18%)
Value$367.1K (+$31.2K)
Filed 2026-11-03
G2 Capital Management, LLC / OH
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$366.8K (-$29.8K)
Filed 2026-10-23
Accelerate Investment Advisors LLC
INCREASED
Shares1,318 from 1,212
Change+106 (+9%)
Value$366.1K (+$1.8K)
Filed 2026-11-02
Aviance Capital Partners, LLC
UNCHANGED
Shares1,316 from 1,316
Change0 (0%)
Value$365.7K (-$29.7K)
Filed 2026-10-29
Private Client Services, LLC
DECREASED
Shares1,315 from 1,415
Change-100 (-7%)
Value$365.5K (-$59.6K)
Filed 2026-10-02
Carter Financial Group, Inc.
UNCHANGED
Shares1,312 from 1,312
Change0 (0%)
Value$364.5K (-$29.6K)
Filed 2026-10-21
Wedgewood Investors Inc
UNCHANGED
Shares1,308 from 1,308
Change0 (0%)
Value$363.4K (-$29.5K)
Filed 2026-10-28
DiNuzzo Private Wealth, Inc.
INCREASED
Shares1,307 from 1,301
Change+6 (+0%)
Value$363.1K (-$27.7K)
Filed 2026-10-16
Newman Dignan & Sheerar, Inc.
DECREASED
Shares1,306 from 1,326
Change-20 (-2%)
Value$362.9K (-$35.5K)
Filed 2026-10-21
KWB Wealth
INCREASED
Shares1,303 from 1,258
Change+45 (+4%)
Value$362.1K (-$15.9K)
Filed 2026-10-16
Capstone Capital Management Ltd
NEW
Shares1,300
Change+1,300
Value$361.3K
Filed 2026-10-21
Park Capital Management, LLC / WI
UNCHANGED
Shares1,294 from 1,294
Change0 (0%)
Value$359.6K (-$29.2K)
Filed 2026-10-13
Stegner Investment Associates Inc.
UNCHANGED
Shares1,293 from 1,293
Change0 (0%)
Value$359.4K (-$29.2K)
Filed 2026-10-15
Adirondack Trust Co
UNCHANGED
Shares1,289 from 1,289
Change0 (0%)
Value$358.2K (-$29.1K)
Filed 2026-10-14
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares1,288 from 783
Change+505 (+65%)
Value$357.9K (+$122.7K)
Filed 2026-10-14
Epiq Partners, LLC
INCREASED
Shares1,284 from 1,238
Change+46 (+4%)
Value$356.8K (-$15.3K)
Filed 2026-10-07
Redhawk Wealth Advisors, Inc.
DECREASED
Shares1,277 from 16,243
Change-14,966 (-92%)
Value$355.0K (-$4.5M)
Filed 2026-10-14
Retirement Planning Co of New England, Inc.
INCREASED
Shares1,277 from 1,238
Change+39 (+3%)
Value$355.0K (-$17.1K)
Filed 2026-10-15
First Hawaiian Bank
UNCHANGED
Shares1,272 from 1,272
Change0 (0%)
Value$353.5K (-$28.7K)
Filed 2026-10-14
Nfsg Corp
INCREASED
Shares1,270 from 1,243
Change+27 (+2%)
Value$352.8K (-$20.7K)
Filed 2026-10-15
MW Advisory, LLC
UNCHANGED
Shares1,265 from 1,265
Change0 (0%)
Value$351.5K (-$28.5K)
Filed 2026-10-19
Boyum Wealth Architects LLC
DECREASED
Shares1,261 from 1,767
Change-506 (-29%)
Value$355.0K (-$163.6K)
Filed 2026-10-06
Xcel Wealth Management, LLC
DECREASED
Shares1,260 from 1,273
Change-13 (-1%)
Value$350.1K (-$32.3K)
Filed 2026-10-26
Dedeker Financial LLC
UNCHANGED
Shares1,248 from 1,248
Change0 (0%)
Value$346.7K (-$28.1K)
Filed 2026-10-23
Main Street Group, LTD
UNCHANGED
Shares1,248 from 1,248
Change0 (0%)
Value$346.8K (-$28.2K)
Filed 2026-10-28
Flagship Wealth Advisors, LLC
DECREASED
Shares1,247 from 1,415
Change-168 (-12%)
Value$346.5K (-$78.6K)
Filed 2026-11-03
Old Mission Investment Co LLC
UNCHANGED
Shares1,246 from 1,246
Change0 (0%)
Value$346.2K (-$28.1K)
Filed 2026-10-22
Lincoln Capital LLC
UNCHANGED
Shares1,246 from 1,246
Change0 (0%)
Value$346.3K (-$28.1K)
Filed 2026-10-09
Capital Investment Counsel, Inc
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$344.6K (-$28.0K)
Filed 2026-10-20
marrick wealth, LLC
UNCHANGED
Shares1,238 from 1,238
Change0 (0%)
Value$344.0K (-$27.9K)
Filed 2026-10-20
Elevatus Welath Management
INCREASED
Shares1,233 from 1,118
Change+115 (+10%)
Value$342.6K (+$6.5K)
Filed 2026-10-19
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares1,233 from 1,233
Change0 (0%)
Value$342.6K (-$27.8K)
Filed 2026-10-16
Tenet Wealth Partners, LLC
UNCHANGED
Shares1,230 from 1,230
Change0 (0%)
Value$341.8K (-$18.5K)
Filed 2026-10-19
Greenfield Savings Bank
UNCHANGED
Shares1,228 from 1,228
Change0 (0%)
Value$341.2K (-$27.7K)
Filed 2026-10-07
Peoples Bank
DECREASED
Shares1,227 from 1,238
Change-11 (-1%)
Value$341.0K (-$31.0K)
Filed 2026-10-26
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares1,226 from 1,274
Change-48 (-4%)
Value$340.7K (-$41.9K)
Filed 2026-10-29
Rainier Family Wealth Inc
DECREASED
Shares1,224 from 1,246
Change-22 (-2%)
Value$340.1K (-$34.2K)
Filed 2026-11-02
Roffman Miller Associates Inc
UNCHANGED
Shares1,219 from 1,219
Change0 (0%)
Value$338.8K (-$27.4K)
Filed 2026-10-19
FC Advisory LLC
INCREASED
Shares1,218 from 1,209
Change+9 (+1%)
Value$338.6K (-$24.7K)
Filed 2026-10-05
Burney Co/
INCREASED
Shares1,215 from 1,198
Change+17 (+1%)
Value$337.7K (-$22.3K)
Filed 2026-10-15
KRM Wealth Management L.L.C.
INCREASED
Shares1,214 from 1,163
Change+51 (+4%)
Value$337.3K (-$12.0K)
Filed 2026-11-02
River Street Advisors LLC
INCREASED
Shares1,211 from 1,199
Change+12 (+1%)
Value$336.5K (-$23.7K)
Filed 2026-10-22
Insight Wealth Strategies, LLC
DECREASED
Shares1,209 from 1,248
Change-39 (-3%)
Value$336.1K (-$37.5K)
Filed 2026-10-09
Yankcom Partnership
INCREASED
Shares1,209 from 1,201
Change+8 (+1%)
Value$335.7K (-$25.0K)
Filed 2026-10-15
Trace Wealth Advisors, LLC
NEW
Shares1,203
Change+1,203
Value$334.3K
Filed 2026-10-30
Ping Capital Management, Inc.
INCREASED
Shares1,200 from 800
Change+400 (+50%)
Value$333.5K (+$93.1K)
Filed 2026-10-13
Approach Retirement Advisors, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$333.5K (-$27.1K)
Filed 2026-10-22
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$333.5K (-$27.1K)
Filed 2026-10-20
CV Advisors LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$333.4K (-$27.1K)
Filed 2026-10-13
Advocate Group LLC
DECREASED
Shares1,193 from 1,593
Change-400 (-25%)
Value$331.5K (-$147.1K)
Filed 2026-10-19
Cypress Capital, LLC
NEW
Shares1,190
Change+1,190
Value$330.7K
Filed 2026-10-20
Downshift Financial, LLC
UNCHANGED
Shares1,186 from 1,186
Change0 (0%)
Value$329.6K (-$26.8K)
Filed 2026-10-13
Dara Capital US, Inc.
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$329.3K (-$26.7K)
Filed 2026-10-29
Kelsey Financial, LLC
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$329.3K (-$26.7K)
Filed 2026-10-28
City State Bank
INCREASED
Shares1,182 from 1,170
Change+12 (+1%)
Value$328.5K (-$23.1K)
Filed 2026-10-20
W Advisors, LLC
INCREASED
Shares1,175 from 1,156
Change+19 (+2%)
Value$326.5K (-$20.8K)
Filed 2026-11-02
Redwood Financial Network Corp
INCREASED
Shares1,170 from 1,076
Change+94 (+9%)
Value$325.1K (+$1.9K)
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares1,168 from 1,045
Change+123 (+12%)
Value$324.6K (+$10.6K)
Filed 2026-10-20
Castle Rock Wealth Management, LLC
DECREASED
Shares1,168 from 1,174
Change-6 (-1%)
Value$328.7K (-$22.8K)
Filed 2026-10-09
Black Diamond Financial, LLC
UNCHANGED
Shares1,167 from 1,167
Change0 (0%)
Value$324.3K (-$26.3K)
Filed 2026-10-26
Prosperity Planning, Inc.
DECREASED
Shares1,160 from 1,188
Change-28 (-2%)
Value$322.5K (-$34.6K)
Filed 2026-10-09
Quarry Hill Advisors, LLC
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$322.4K (-$26.2K)
Filed 2026-11-04
Teamwork Financial Advisors, LLC
INCREASED
Shares1,158 from 730
Change+428 (+59%)
Value$321.8K (+$102.5K)
Filed 2026-10-19
Old Peak Finance LLC
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$321.5K (-$26.1K)
Filed 2026-11-02
CFM Wealth Partners LLC
UNCHANGED
Shares1,153 from 1,153
Change0 (0%)
Value$320.4K (-$26.0K)
Filed 2026-11-05
TruNorth Capital Management, LLC
UNCHANGED
Shares1,141 from 1,141
Change0 (0%)
Value$317.1K (-$25.7K)
Filed 2026-10-14
Nestegg Advisors, Inc.
INCREASED
Shares1,139 from 1,128
Change+11 (+1%)
Value$316.5K (-$22.3K)
Filed 2026-10-21
Straight Path Wealth Management
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$314.0K (-$25.5K)
Filed 2026-10-23
Monarch Capital Management Inc
UNCHANGED
Shares1,121 from 1,121
Change0 (0%)
Value$311.5K (-$25.3K)
Filed 2026-10-19
Traynor Capital Management, Inc.
DECREASED
Shares1,108 from 1,377
Change-269 (-20%)
Value$308.0K (-$105.9K)
Filed 2026-10-29
Fairman Group, LLC
INCREASED
Shares1,108 from 988
Change+120 (+12%)
Value$308.0K (+$11.2K)
Filed 2026-10-26
Bright Futures Wealth Management, Llc.
DECREASED
Shares1,107 from 1,180
Change-73 (-6%)
Value$307.6K (-$46.9K)
Filed 2026-10-23
Mindset Wealth Management, LLC
INCREASED
Shares1,107 from 1,105
Change+2 (+0%)
Value$307.5K (-$24.6K)
Filed 2026-10-19
Plan A Wealth LLC
UNCHANGED
Shares1,107 from 1,107
Change0 (0%)
Value$307.6K (-$25.0K)
Filed 2026-10-08
Cascade Investment Group, Inc.
UNCHANGED
Shares1,107 from 1,107
Change0 (0%)
Value$307.5K (-$25.0K)
Filed 2026-10-13
Wealth Group Ltd
UNCHANGED
Shares1,101 from 1,101
Change0 (0%)
Value$310.0K (-$20.8K)
Filed 2026-10-07
Alpha Omega Wealth Management LLC
DECREASED
Shares1,100 from 1,150
Change-50 (-4%)
Value$305.7K (-$39.8K)
Filed 2026-10-23
PPS&V Asset Management Consultants, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$305.7K (-$24.8K)
Filed 2026-10-06
Northern Financial Advisors Inc
UNCHANGED
Shares1,099 from 1,099
Change0 (0%)
Value$305.3K (-$24.8K)
Filed 2026-10-29
Friedenthal Financial
DECREASED
Shares1,093 from 1,236
Change-143 (-12%)
Value$303.7K (-$67.6K)
Filed 2026-10-27
Gordian Advisors LLC
INCREASED
Shares1,087 from 887
Change+200 (+23%)
Value$302.1K (+$35.6K)
Filed 2026-10-30
Kennicott Capital Management LLC
UNCHANGED
Shares1,083 from 1,083
Change0 (0%)
Value$301.0K (-$24.4K)
Filed 2026-10-16
DB&C Advisors, LLC
INCREASED
Shares1,079 from 1,077
Change+2 (+0%)
Value$299.9K (-$23.7K)
Filed 2026-10-26
Byrne Asset Management LLC
DECREASED
Shares1,075 from 1,275
Change-200 (-16%)
Value$299.9K (-$83.1K)
Filed 2026-10-06
Elmwood Wealth Management, Inc.
UNCHANGED
Shares1,075 from 1,075
Change0 (0%)
Value$298.7K (-$24.3K)
Filed 2026-10-14
Armor Investment Advisors, LLC
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$297.9K (-$24.2K)
Filed 2026-10-27
Shakespeare Wealth Management, LLC
NEW
Shares1,070
Change+1,070
Value$297.3K
Filed 2026-10-28
McCollum Christoferson Group LLC
DECREASED
Shares1,069 from 1,090
Change-21 (-2%)
Value$297.1K (-$30.4K)
Filed 2026-10-13
Sara-Bay Financial
INCREASED
Shares1,068 from 1,056
Change+12 (+1%)
Value$296.7K (-$20.4K)
Filed 2026-10-21
Moody National Bank Trust Division
UNCHANGED
Shares1,065 from 1,065
Change0 (0%)
Value$296.0K (-$24.0K)
Filed 2026-10-06
One Day In July LLC
INCREASED
Shares1,062 from 1,022
Change+40 (+4%)
Value$295.1K (-$11.9K)
Filed 2026-10-30
Voisard Asset Management Group, Inc.
UNCHANGED
Shares1,061 from 1,061
Change0 (0%)
Value$294.8K (-$23.9K)
Filed 2026-10-13
BXM Wealth LLC
UNCHANGED
Shares1,059 from 1,059
Change0 (0%)
Value$294.2K (-$23.9K)
Filed 2026-11-03
Valen Private Capital, LLC
NEW
Shares1,055
Change+1,055
Value$293.2K
Filed 2026-10-23
Cardinal Capital Management
DECREASED
Shares1,055 from 1,078
Change-23 (-2%)
Value$293.3K (-$30.7K)
Filed 2026-10-21
Macroview Investment Management LLC
DECREASED
Shares1,054 from 1,075
Change-21 (-2%)
Value$292.9K (-$30.1K)
Filed 2026-10-26
Pathway Financial Advisors LLC
UNCHANGED
Shares1,053 from 1,053
Change0 (0%)
Value$292.6K (-$20.7K)
Filed 2026-10-07
Three Seasons Wealth, LLC
DECREASED
Shares1,048 from 9,248
Change-8,200 (-89%)
Value$291.2K (-$2.5M)
Filed 2026-11-03
Activest Wealth Management
DECREASED
Shares1,048 from 1,141
Change-93 (-8%)
Value$291.3K (-$51.6K)
Filed 2026-10-15
Collar Capital Management, LLC
UNCHANGED
Shares1,048 from 1,048
Change0 (0%)
Value$291.2K (-$23.6K)
Filed 2026-10-28
True Link Financial Advisors, LLC
DECREASED
Shares1,044 from 1,237
Change-193 (-16%)
Value$290.1K (-$81.5K)
Filed 2026-10-27
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$289.6K (-$23.5K)
Filed 2026-11-03
Visionary Horizons, LLC
INCREASED
Shares1,039 from 1,035
Change+4 (+0%)
Value$288.9K (-$22.1K)
Filed 2026-10-22
Meadow Creek Wealth Advisors LLC
INCREASED
Shares1,036 from 838
Change+198 (+24%)
Value$287.9K (+$36.1K)
Filed 2026-11-02
Pictet North America Advisors SA
UNCHANGED
Shares1,036 from 1,036
Change0 (0%)
Value$287.9K (-$23.4K)
Filed 2026-10-21
Manuka Financial, LLC
INCREASED
Shares1,035 from 1,034
Change+1 (+0%)
Value$287.5K (-$23.3K)
Filed 2026-10-16
Canvas Wealth Advisors, LLC
UNCHANGED
Shares1,035 from 1,035
Change0 (0%)
Value$294.0K (-$17.0K)
Filed 2026-11-02
Harbour Trust & Investment Management Co
INCREASED
Shares1,034 from 963
Change+71 (+7%)
Value$287.3K (-$2.0K)
Filed 2026-10-28
JB Capital LLC
INCREASED
Shares1,033 from 1,022
Change+11 (+1%)
Value$287.0K (-$20.1K)
Filed 2026-10-19
Gainplan LLC
DECREASED
Shares1,030 from 60,697
Change-59,667 (-98%)
Value$286.2K (-$18.0M)
Filed 2026-10-09
Cabot Wealth Management Inc
UNCHANGED
Shares1,030 from 1,030
Change0 (0%)
Value$286.2K (-$23.2K)
Filed 2026-11-05
Summit Global Investments
DECREASED
Shares1,023 from 1,037
Change-14 (-1%)
Value$284 (-$310.7K)
Filed 2026-10-28
Raub Brock Capital Management LP
INCREASED
Shares1,017 from 931
Change+86 (+9%)
Value$282.7K (+$2.9K)
Filed 2026-10-21
Solidarity Wealth, LLC
NEW
Shares1,015
Change+1,015
Value$282.1K
Filed 2026-10-15
Unified Investment Management
UNCHANGED
Shares1,014 from 1,014
Change0 (0%)
Value$281.8K (-$22.9K)
Filed 2026-10-14
Tenret Co LLC
NEW
Shares1,013
Change+1,013
Value$281.5K
Filed 2026-11-02
Community Bank of Raymore
UNCHANGED
Shares1,009 from 1,009
Change0 (0%)
Value$280.4K (-$22.8K)
Filed 2026-10-23
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,005 from 221
Change+784 (+355%)
Value$279.5K (+$212.9K)
Filed 2026-10-16
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$279.0K (-$22.7K)
Filed 2026-10-23
Keudell ison Wealth Management
UNCHANGED
Shares999 from 999
Change0 (0%)
Value$277.6K (-$22.5K)
Filed 2026-10-16
Hippocratic Financial Advisors, LLC
UNCHANGED
Shares996 from 996
Change0 (0%)
Value$276.8K (-$22.5K)
Filed 2026-10-13
Chapin Davis, Inc.
INCREASED
Shares994 from 967
Change+27 (+3%)
Value$276.2K (-$14.3K)
Filed 2026-10-09
GW Henssler & Associates LTD
UNCHANGED
Shares985 from 985
Change0 (0%)
Value$273.7K (-$22.2K)
Filed 2026-10-26
Arcataur Capital Management LLC
UNCHANGED
Shares978 from 978
Change0 (0%)
Value$271.8K (-$22.1K)
Filed 2026-10-21
Cushing Capital Partners, LLC
INCREASED
Shares976 from 950
Change+26 (+3%)
Value$271.1K (-$14.3K)
Filed 2026-10-20
Cora Capital Advisors LLC
UNCHANGED
Shares974 from 974
Change0 (0%)
Value$270.7K (-$22.0K)
Filed 2026-11-02
Jamison Private Wealth Management, Inc.
UNCHANGED
Shares974 from 974
Change0 (0%)
Value$270.6K (-$22.0K)
Filed 2026-10-14
Investors Research Corp
DECREASED
Shares973 from 1,945
Change-972 (-50%)
Value$270.4K (-$314.0K)
Filed 2026-10-07
Zega Investments, LLC
DECREASED
Shares971 from 2,003
Change-1,032 (-52%)
Value$270.0K (-$331.9K)
Filed 2026-11-04
SJS Investment Consulting Inc.
INCREASED
Shares971 from 969
Change+2 (+0%)
Value$269.8K (-$21.3K)
Filed 2026-10-26
White Lighthouse Investment Management Inc.
DECREASED
Shares968 from 1,007
Change-39 (-4%)
Value$269.0K (-$33.6K)
Filed 2026-10-21
Compass Planning Associates Inc
INCREASED
Shares964 from 962
Change+2 (+0%)
Value$267.9K (-$21.0K)
Filed 2026-10-13
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$267.9K (-$21.7K)
Filed 2026-11-02
Finivi Inc.
UNCHANGED
Shares963 from 963
Change0 (0%)
Value$267.5K (-$21.7K)
Filed 2026-10-13
Flywheel Private Wealth LLC
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$266.9K (-$21.7K)
Filed 2026-11-02
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares952 from 951
Change+1 (+0%)
Value$264.5K (-$21.3K)
Filed 2026-10-08
LVM Capital Management LTD
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$264.0K (+$263.7K)
Filed 2026-10-20
Austin Asset Management Co Inc
INCREASED
Shares947 from 937
Change+10 (+1%)
Value$263.2K (-$18.2K)
Filed 2026-10-29
Myecfo, LLC
UNCHANGED
Shares945 from 945
Change0 (0%)
Value$262.6K (-$21.3K)
Filed 2026-10-14
Marathon Strategic Advisors, LLC
DECREASED
Shares940 from 957
Change-17 (-2%)
Value$261.2K (-$26.3K)
Filed 2026-10-20
Acorn Wealth Advisors, LLC
DECREASED
Shares937 from 1,184
Change-247 (-21%)
Value$260.4K (-$95.5K)
Filed 2026-10-19
Ring Mountain Capital, LLC
DECREASED
Shares935 from 976
Change-41 (-4%)
Value$259.8K (-$33.4K)
Filed 2026-10-13
Gradient Investments LLC
NEW
Shares934
Change+934
Value$259.5K
Filed 2026-10-08
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares929 from 1,284
Change-355 (-28%)
Value$258.2K (-$127.6K)
Filed 2026-10-19
SFG Wealth Management, Llc.
DECREASED
Shares925 from 1,441
Change-516 (-36%)
Value$257.0K (-$176.0K)
Filed 2026-10-23
Independent Solutions Wealth Management, LLC
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$257.0K (-$20.9K)
Filed 2026-10-28
Luminvest Wealth Management LLC
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$257.7K (-$13.3K)
Filed 2026-10-14
Payden & Rygel
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$257 (-$277.7K)
Filed 2026-10-28
Wealth Management Partners, LLC
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$256.5K (-$20.8K)
Filed 2026-10-21
Abound Wealth Management
INCREASED
Shares921 from 407
Change+514 (+126%)
Value$255.8K (+$133.5K)
Filed 2026-10-26
Vilga Financial Planning LLC
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$255.7K (-$20.8K)
Filed 2026-10-09
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$254.5K (-$20.7K)
Filed 2026-10-27
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$254.5K (-$20.7K)
Filed 2026-10-28
JBR Co Financial Management Inc
DECREASED
Shares915 from 1,150
Change-235 (-20%)
Value$273.9K (-$71.6K)
Filed 2026-10-13
Align Financial, LLC
UNCHANGED
Shares909 from 909
Change0 (0%)
Value$252.6K (-$20.5K)
Filed 2026-10-16
Poehling Capital Management, Inc.
UNCHANGED
Shares907 from 907
Change0 (0%)
Value$252.1K (-$20.4K)
Filed 2026-10-20
Legacy Wealth Management, LLC / MS
INCREASED
Shares906 from 778
Change+128 (+16%)
Value$251.7K (+$18.1K)
Filed 2026-10-30
Creative Capital Management Investments LLC
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$251.8K (-$20.4K)
Filed 2026-10-28
Parcion Private Wealth LLC
UNCHANGED
Shares904 from 904
Change0 (0%)
Value$251.2K (-$20.4K)
Filed 2026-10-28
Burford Brothers, Inc.
DECREASED
Shares903 from 1,022
Change-119 (-12%)
Value$250.8K (-$56.4K)
Filed 2026-10-21
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares901 from 988
Change-87 (-9%)
Value$250.4K (-$46.5K)
Filed 2026-10-06
Rydar Equities, Inc.
INCREASED
Shares901 from 869
Change+32 (+4%)
Value$250.3K (-$6.1K)
Filed 2026-10-13
Allied Investment Advisors, LLC
DECREASED
Shares901 from 908
Change-7 (-1%)
Value$250.4K (-$22.4K)
Filed 2026-10-13
Bennett Selby Investments LP
INCREASED
Shares893 from 730
Change+163 (+22%)
Value$248.2K (+$28.8K)
Filed 2026-10-19
United Community Bank
DECREASED
Shares892 from 1,051
Change-159 (-15%)
Value$247.9K (-$67.9K)
Filed 2026-10-28
Dynamic Financial Group
INCREASED
Shares892 from 842
Change+50 (+6%)
Value$247.8K (-$5.1K)
Filed 2026-10-28
Retirement Wealth Solutions LLC
INCREASED
Shares888 from 887
Change+1 (+0%)
Value$246.8K (-$19.6K)
Filed 2026-10-07
Towne Trust Company, N.a
UNCHANGED
Shares887 from 887
Change0 (0%)
Value$246.5K (-$20.0K)
Filed 2026-10-28
Kestra Investment Management, LLC
INCREASED
Shares886 from 799
Change+87 (+11%)
Value$246.2K (+$6.2K)
Filed 2026-11-04
Insight Wealth Partners, LLC
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$245.9K (-$20.0K)
Filed 2026-10-26
Bell Bank
DECREASED
Shares882 from 902
Change-20 (-2%)
Value$245.1K (-$25.9K)
Filed 2026-10-21
Continuum Wealth Advisors, LLC
UNCHANGED
Shares876 from 876
Change0 (0%)
Value$243.4K (-$19.8K)
Filed 2026-10-20
Stolz & Associates, PS
DECREASED
Shares875 from 910
Change-35 (-4%)
Value$243.2K (-$30.3K)
Filed 2026-11-05
3 Factor Indexing, LLC
UNCHANGED
Shares871 from 871
Change0 (0%)
Value$242.0K (-$19.6K)
Filed 2026-10-15
Affinity Capital Advisors, LLC
UNCHANGED
Shares871 from 871
Change0 (0%)
Value$243.1K (-$17.4K)
Filed 2026-10-13
Everett Harris & Co
DECREASED
Shares870 from 1,190
Change-320 (-27%)
Value$241.8K (-$115.8K)
Filed 2026-10-28
Ignite Planners, LLC
UNCHANGED
Shares867 from 867
Change0 (0%)
Value$241.0K (-$19.2K)
Filed 2026-10-14
SBK Financial, Inc.
DECREASED
Shares866 from 1,027
Change-161 (-16%)
Value$240.6K (-$67.9K)
Filed 2026-11-02
Sunbeam Capital Management, LLC
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$240.4K (-$19.5K)
Filed 2026-11-05
Core Wealth Partners LLC
INCREASED
Shares863 from 861
Change+2 (+0%)
Value$239.8K (-$18.9K)
Filed 2026-11-02
Patrick M Sweeney & Associates, Inc
UNCHANGED
Shares863 from 863
Change0 (0%)
Value$239.9K (-$19.4K)
Filed 2026-10-22
Mogy Joel R Investment Counsel Inc
UNCHANGED
Shares855 from 855
Change0 (0%)
Value$237.6K (-$19.3K)
Filed 2026-10-13
Cassia Capital Partners, LLC
INCREASED
Shares853 from 835
Change+18 (+2%)
Value$237.0K (-$13.8K)
Filed 2026-11-04
Tassel Capital Management, Inc.
DECREASED
Shares850 from 1,080
Change-230 (-21%)
Value$236.3K (-$88.3K)
Filed 2026-10-20
Fishman JAY A LTD
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$236.2K (-$19.2K)
Filed 2026-10-26
Sherman Wealth Management LLC
INCREASED
Shares844 from 841
Change+3 (+0%)
Value$234.4K (-$18.4K)
Filed 2026-10-16
Burns Matteson Capital Management, LLC
DECREASED
Shares843 from 871
Change-28 (-3%)
Value$234.3K (-$27.4K)
Filed 2026-10-16
Community Bank & Trust, Waco, Texas
NEW
Shares842
Change+842
Value$234
Filed 2026-10-19
CPC Advisors, LLC
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$234.0K (-$19.0K)
Filed 2026-10-21
Financial Management Professionals, Inc.
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$233.2K (-$18.9K)
Filed 2026-10-23
Garrett Wealth Advisory Group, LLC
UNCHANGED
Shares839 from 839
Change0 (0%)
Value$233.2K (-$18.9K)
Filed 2026-10-22
Grant Street Asset Management, Inc.
DECREASED
Shares832 from 982
Change-150 (-15%)
Value$231.3K (-$63.6K)
Filed 2026-10-26
Central Valley Advisors, LLC
DECREASED
Shares825 from 938
Change-113 (-12%)
Value$229.1K (-$52.6K)
Filed 2026-10-27
First Bancorp, Inc
UNCHANGED
Shares823 from 823
Change0 (0%)
Value$228.7K (-$18.6K)
Filed 2026-10-26
Triune Financial Partners, LLC
INCREASED
Shares818 from 759
Change+59 (+8%)
Value$227.4K (-$688)
Filed 2026-11-03
Seros Financial, LLC
DECREASED
Shares816 from 903
Change-87 (-10%)
Value$226.7K (-$44.6K)
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
INCREASED
Shares816 from 815
Change+1 (+0%)
Value$226.8K (-$18.1K)
Filed 2026-10-26
Integrated Capital Management, LLC
INCREASED
Shares815 from 813
Change+2 (+0%)
Value$226.5K (-$17.7K)
Filed 2026-10-23
Bellecapital International Ltd.
NEW
Shares808
Change+808
Value$224.5K
Filed 2026-10-21
LifeGoal Investments, LLC
NEW
Shares806
Change+806
Value$223.9K
Filed 2026-10-09
Advanced Asset Management Advisors Inc
INCREASED
Shares800 from 342
Change+458 (+134%)
Value$222.3K (+$119.6K)
Filed 2026-10-20
Summit Investment Advisors, Inc.\KS
DECREASED
Shares800 from 1,028
Change-228 (-22%)
Value$222.4K (-$86.5K)
Filed 2026-11-05
Stevens Capital Partners
INCREASED
Shares800 from 789
Change+11 (+1%)
Value$222.2K (-$14.9K)
Filed 2026-10-29
Somerset Trust Co
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$222.3K (-$18.0K)
Filed 2026-10-13
Financial Counselors Inc
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$222.3K (-$18.0K)
Filed 2026-10-22
Kaufman Rossin Wealth, LLC
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$220.9K (-$15.4K)
Filed 2026-10-19
Tandem Capital Management Corp
UNCHANGED
Shares790 from 790
Change0 (0%)
Value$219.5K (-$17.8K)
Filed 2026-10-22
Northwest Financial Advisors
INCREASED
Shares789 from 788
Change+1 (+0%)
Value$219.4K (-$17.4K)
Filed 2026-10-27
Maia Wealth LLC
DECREASED
Shares786 from 889
Change-103 (-12%)
Value$218.4K (-$48.8K)
Filed 2026-10-19
TCP Asset Management, LLC
DECREASED
Shares785 from 826
Change-41 (-5%)
Value$221.0K (-$27.1K)
Filed 2026-10-14
Quantum Financial Partners LLC
DECREASED
Shares784 from 1,074
Change-290 (-27%)
Value$217.8K (-$105.0K)
Filed 2026-10-19
Kachkovsky & Fisher, Inc.
INCREASED
Shares779 from 777
Change+2 (+0%)
Value$216.6K (-$17.0K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
INCREASED
Shares777 from 701
Change+76 (+11%)
Value$216.0K (+$5.5K)
Filed 2026-10-20
Trust Co of the South
DECREASED
Shares776 from 834
Change-58 (-7%)
Value$215.6K (-$34.9K)
Filed 2026-10-21
Livet Wealth, LLC
UNCHANGED
Shares776 from 776
Change0 (0%)
Value$215.6K (-$17.5K)
Filed 2026-10-27
Nottingham Advisors, Inc.
NEW
Shares775
Change+775
Value$215.2K
Filed 2026-10-29
Intergy Private Wealth, LLC
INCREASED
Shares775 from 738
Change+37 (+5%)
Value$215.4K (-$6.4K)
Filed 2026-10-16
McGlone Suttner Wealth Management, Inc.
NEW
Shares772
Change+772
Value$214.6K
Filed 2026-10-13
Keeler & Nadler Financial Planning & Wealth Management
INCREASED
Shares772 from 771
Change+1 (+0%)
Value$214.5K (-$17.1K)
Filed 2026-10-28
Torrey Growth & Income Advisors
DECREASED
Shares771 from 959
Change-188 (-20%)
Value$215.9K (-$71.7K)
Filed 2026-11-04
Capital Squared Financial LLC
UNCHANGED
Shares771 from 771
Change0 (0%)
Value$214.3K (-$17.4K)
Filed 2026-10-30
Persium Advisors, LLC
DECREASED
Shares770 from 948
Change-178 (-19%)
Value$214.0K (-$70.9K)
Filed 2026-10-07
Summit Asset Management, LLC
INCREASED
Shares767 from 766
Change+1 (+0%)
Value$213.1K (-$17.1K)
Filed 2026-11-05
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares765 from 946
Change-181 (-19%)
Value$212.6K (-$71.6K)
Filed 2026-11-04
Vann Equity Management LLC
DECREASED
Shares765 from 892
Change-127 (-14%)
Value$212.5K (-$55.5K)
Filed 2026-10-08
Reynders McVeigh Capital Management, LLC
INCREASED
Shares764 from 742
Change+22 (+3%)
Value$212.4K (-$10.6K)
Filed 2026-10-30
CapWealth Advisors, LLC
INCREASED
Shares761 from 735
Change+26 (+4%)
Value$211.5K (-$9.4K)
Filed 2026-10-05
Versant Capital Management, Inc
INCREASED
Shares761 from 751
Change+10 (+1%)
Value$211.5K (-$14.0K)
Filed 2026-10-02
Aquire Wealth Advisors, LLC
NEW
Shares760
Change+760
Value$211.2K
Filed 2026-10-23
Shum Financial Group, Inc.
DECREASED
Shares760 from 794
Change-34 (-4%)
Value$211.2K (-$27.4K)
Filed 2026-10-13
Embree Financial Group
INCREASED
Shares760 from 759
Change+1 (+0%)
Value$211.1K (-$17.0K)
Filed 2026-10-22
Matisse Capital
UNCHANGED
Shares757 from 757
Change0 (0%)
Value$210.4K (-$17.1K)
Filed 2026-10-29
First Growth Capital LLC
UNCHANGED
Shares756 from 756
Change0 (0%)
Value$210.1K (-$17.1K)
Filed 2026-10-15
Vaughan David Investments LLC
DECREASED
Shares755 from 1,003
Change-248 (-25%)
Value$210.0K (-$91.0K)
Filed 2026-11-05
Index Fund Advisors, Inc.
INCREASED
Shares755 from 754
Change+1 (+0%)
Value$209.8K (-$16.6K)
Filed 2026-11-05
Bfsg, LLC
UNCHANGED
Shares754 from 754
Change0 (0%)
Value$209.5K (-$17.0K)
Filed 2026-10-30
Strategy Asset Managers LLC
INCREASED
Shares751 from 750
Change+1 (+0%)
Value$208.6K (-$16.6K)
Filed 2026-10-14
Elco Management Co., LLC
DECREASED
Shares750 from 1,500
Change-750 (-50%)
Value$208.4K (-$242.3K)
Filed 2026-10-14
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$208.4K (-$16.9K)
Filed 2026-10-06
Rosenberg Matthew Hamilton
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$208.1K (-$16.9K)
Filed 2026-10-05
Variant Private Wealth, LLC
INCREASED
Shares745 from 743
Change+2 (+0%)
Value$206.9K (-$16.2K)
Filed 2026-10-21
GoalVest Advisory LLC
DECREASED
Shares740 from 785
Change-45 (-6%)
Value$205.6K (-$30.2K)
Filed 2026-10-02
Mcdonald Partners LLC
UNCHANGED
Shares738 from 738
Change0 (0%)
Value$205.1K (-$16.6K)
Filed 2026-11-03
BetterWealth, LLC
UNCHANGED
Shares734 from 734
Change0 (0%)
Value$204.0K (-$16.6K)
Filed 2026-10-15
United Asset Strategies, Inc.
INCREASED
Shares733 from 727
Change+6 (+1%)
Value$203.8K (-$14.6K)
Filed 2026-10-28
Triad Wealth Partners, LLC
DECREASED
Shares732 from 1,927
Change-1,195 (-62%)
Value$203.6K (-$367.3K)
Filed 2026-10-26
Centerpoint Advisory Group
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$203.4K (-$16.5K)
Filed 2026-10-23
Greenspring Advisors, LLC
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$203.5K (-$16.5K)
Filed 2026-11-05
Hudock, Inc.
UNCHANGED
Shares730 from 730
Change0 (0%)
Value$203.1K (-$16.5K)
Filed 2026-10-14
SWP Financial LLC
DECREASED
Shares728 from 779
Change-51 (-7%)
Value$202.3K (-$31.8K)
Filed 2026-10-23
High Note Wealth, LLC
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$202.0K (-$16.4K)
Filed 2026-10-27
Prospera Capital Management, LLC
UNCHANGED
Shares724 from 724
Change0 (0%)
Value$201.2K (-$15.2K)
Filed 2026-10-19
QTR Family Wealth, LLC
INCREASED
Shares722 from 721
Change+1 (+0%)
Value$200.7K (-$15.8K)
Filed 2026-11-02
Bell Investment Advisors, Inc
NEW
Shares699
Change+699
Value$194.3K
Filed 2026-10-29
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$193.1K (-$15.7K)
Filed 2026-11-03
Arjuna Capital
INCREASED
Shares673 from 640
Change+33 (+5%)
Value$187.1K (-$5.2K)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares654
Change+654
Value$181.6K
Filed 2026-10-27
West Financial Advisors, LLC
INCREASED
Shares641 from 498
Change+143 (+29%)
Value$178.1K (+$28.5K)
Filed 2026-10-22
Creative Financial Designs Inc
INCREASED
Shares607 from 550
Change+57 (+10%)
Value$168.8K (+$3.7K)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$167.9K (-$13.6K)
Filed 2026-11-02
Citizens National Bank Trust Department
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$165.3K (-$13.4K)
Filed 2026-11-04
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares586 from 586
Change0 (0%)
Value$162.9K (-$13.2K)
Filed 2026-10-28
Guardian Partners Inc.
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$161.2K (-$13.1K)
Filed 2026-10-21
North Point Portfolio Managers Corp
NEW
Shares561
Change+561
Value$155.9K
Filed 2026-10-07
WPG Advisers, LLC
UNCHANGED
Shares558 from 558
Change0 (0%)
Value$155.1K (-$12.6K)
Filed 2026-10-27
Ballast, Inc.
NEW
Shares555
Change+555
Value$154.2K
Filed 2026-10-20
Vermillion Wealth Management, Inc.
DECREASED
Shares554 from 589
Change-35 (-6%)
Value$153.9K (-$23.2K)
Filed 2026-10-26
DB Fitzpatrick & Co, Inc
DECREASED
Shares549 from 553
Change-4 (-1%)
Value$152.6K (-$13.6K)
Filed 2026-10-19
Pillar Financial Advisors, LLC
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$150.9K (-$12.3K)
Filed 2026-10-21
Dynamic Wealth Strategies, LLC
DECREASED
Shares541 from 676
Change-135 (-20%)
Value$150.3K (-$52.8K)
Filed 2026-10-16
Trust Co
INCREASED
Shares529 from 528
Change+1 (+0%)
Value$147.0K (-$11.7K)
Filed 2026-10-09
Ascentis Wealth Management, LLC
INCREASED
Shares525 from 8
Change+517 (+6463%)
Value$145.9K (+$143.5K)
Filed 2026-11-03
Private Wealth Management Group, LLC
DECREASED
Shares521 from 565
Change-44 (-8%)
Value$144.8K (-$25.0K)
Filed 2026-10-19
Entrust Financial LLC
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$142.5K (-$11.6K)
Filed 2026-11-04
Beacon Financial Strategies Corp
UNCHANGED
Shares505 from 505
Change0 (0%)
Value$140.4K (-$11.4K)
Filed 2026-10-14
Balentine LLC
UNCHANGED
Shares501 from 501
Change0 (0%)
Value$139.2K (-$11.3K)
Filed 2026-11-03
Horizons Wealth Management
NEW
Shares496
Change+496
Value$137.8K
Filed 2026-10-05
James T. Borello RIA
UNCHANGED
Shares489 from 489
Change0 (0%)
Value$135.9K (-$11.0K)
Filed 2026-10-16
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$134.8K (-$10.9K)
Filed 2026-10-07
First Command Advisory Services, Inc.
INCREASED
Shares483 from 470
Change+13 (+3%)
Value$134.2K (-$7.0K)
Filed 2026-11-05
Morling Financial Advisors, LLC
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$132.0K (-$10.7K)
Filed 2026-10-28
Roxbury Financial LLC
INCREASED
Shares474 from 473
Change+1 (+0%)
Value$131.6K (-$10.5K)
Filed 2026-10-01
Prudent Man Investment Management, Inc.
INCREASED
Shares466 from 83
Change+383 (+461%)
Value$129.5K (+$109.2K)
Filed 2026-11-03
Holos Integrated Wealth LLC
INCREASED
Shares459 from 256
Change+203 (+79%)
Value$124.5K (+$48.7K)
Filed 2026-10-23
Avion Wealth
DECREASED
Shares437 from 470
Change-33 (-7%)
Value$121.0K (-$20.0K)
Filed 2026-11-04
Westside Investment Management, Inc.
INCREASED
Shares430 from 400
Change+30 (+8%)
Value$119.5K (-$689)
Filed 2026-11-02
Olistico Wealth, LLC
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$117.5K (-$9.5K)
Filed 2026-10-05
MTM Investment Management, LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$113.7K (-$9.2K)
Filed 2026-10-30
Hartford Financial Management Inc.
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$111.7K (-$9.1K)
Filed 2026-10-21
Reicon Wealth Advisors, LLC
DECREASED
Shares400 from 500
Change-100 (-20%)
Value$111.2K (-$39.1K)
Filed 2026-11-04
Skylands Capital, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$111.2K (-$9.0K)
Filed 2026-10-21
Pacifica Partners Inc.
DECREASED
Shares399 from 402
Change-3 (-1%)
Value$111.3K (-$8.3K)
Filed 2026-10-09
Chung Wu Investment Group, LLC
INCREASED
Shares390 from 190
Change+200 (+105%)
Value$108.4K (+$51.3K)
Filed 2026-11-03
Hurley Capital, LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$105.6K (-$8.6K)
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED
Shares375 from 371
Change+4 (+1%)
Value$56.0K (-$50.0K)
Filed 2026-11-04
Cape Investment Advisory, Inc.
DECREASED
Shares372 from 373
Change-1 (0%)
Value$103.4K (-$8.7K)
Filed 2026-10-13
First United Bank & Trust
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$101.4K (-$8.2K)
Filed 2026-10-22
Kozak & Associates, Inc.
INCREASED
Shares362 from 361
Change+1 (+0%)
Value$101.7K (-$6.2K)
Filed 2026-10-29
Milestone Investment Advisors LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$100.0K (-$8.1K)
Filed 2026-11-05
Pacific Center for Financial Services
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$97.5K (-$7.9K)
Filed 2026-10-15
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$97.3K (-$7.9K)
Filed 2026-10-28
Blume Capital Management, Inc.
UNCHANGED
Shares339 from 339
Change0 (0%)
Value$94.2K (-$7.6K)
Filed 2026-10-26
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares338 from 152
Change+186 (+122%)
Value$93.9K (+$48.3K)
Filed 2026-10-07
Your Advocates Ltd., LLP
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$92.5K (-$7.5K)
Filed 2026-11-03
Kings Path Partners LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$91.7K (-$7.4K)
Filed 2026-10-21
OAK Family Advisors, LLC
NEW
Shares326
Change+326
Value$90.6K
Filed 2026-10-19
First Pacific Financial
DECREASED
Shares322 from 378
Change-56 (-15%)
Value$89.6K (-$24.1K)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$88 (-$7)
Filed 2026-10-27
Highline Wealth Partners LLC
DECREASED
Shares314 from 329
Change-15 (-5%)
Value$87.3K (-$11.6K)
Filed 2026-10-19
Newton One Investments LLC
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$87.1K (-$6.9K)
Filed 2026-10-14
Robbins Farley
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$85.6K (-$6.9K)
Filed 2026-10-21
Hamilton Point Investment Advisors, LLC
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$84.5K (-$6.9K)
Filed 2026-11-03
SYM Financial Corp
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$83.1K (-$6.7K)
Filed 2026-10-26
Contravisory Investment Management, Inc.
DECREASED
Shares285 from 353
Change-68 (-19%)
Value$79.2K (-$26.7K)
Filed 2026-10-13
Northstar Asset Management Co
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$77.7K (-$4.1K)
Filed 2026-10-22
DecisionPoint Financial, LLC
DECREASED
Shares267 from 316
Change-49 (-16%)
Value$74.5K (-$20.1K)
Filed 2026-10-27
Polaris Financial Partners
NEW
Shares265
Change+265
Value$74
Filed 2026-10-02
Daytona Street Capital LLC
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$75.0K (-$3.4K)
Filed 2026-10-15
EPG Wealth Management LLC
DECREASED
Shares262 from 362
Change-100 (-28%)
Value$72.8K (-$35.9K)
Filed 2026-11-03
PFS Partners, LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$70.3K (-$5.7K)
Filed 2026-10-21
Hoese & Co LLP
DECREASED
Shares250 from 275
Change-25 (-9%)
Value$69.5K (-$13.2K)
Filed 2026-10-21
Y.D. More Investments Ltd
DECREASED
Shares250 from 259
Change-9 (-3%)
Value$69.5K (-$8.3K)
Filed 2026-11-02
Clean Yield Group
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$69.5K (-$5.6K)
Filed 2026-10-28
Tower Trust & Investment Co
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$69.5K (-$5.6K)
Filed 2026-10-28
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$69.5K (-$5.6K)
Filed 2026-11-03
Cornerstone National Bank & Trust Co
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$68.6K (-$5.0K)
Filed 2026-10-20
Richardson Capital Management LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$68.2K (-$5.5K)
Filed 2026-10-23
Frankly Finances, LLC
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$67.2K (-$5.5K)
Filed 2026-10-28
American Capital Advisory, LLC
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$66.2K (-$5.4K)
Filed 2026-10-28
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$64.7K (-$5.6K)
Filed 2026-10-29
Maryland Capital Advisors Inc.
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$64.7K (-$5.3K)
Filed 2026-10-15
Hilton Head Capital Partners, LLC
INCREASED
Shares231 from 230
Change+1 (+0%)
Value$64.1K (-$5.1K)
Filed 2026-10-23
NorthAvenue LLC
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$62.5K (-$5.1K)
Filed 2026-10-29
Bayban
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$67.6K ($0)
Filed 2026-11-05
Mainstream Capital Management LLC
NEW
Shares223
Change+223
Value$62.0K
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares223 from 202
Change+21 (+10%)
Value$62.0K (+$1.3K)
Filed 2026-11-05
Eukles Asset Management
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$61.1K (-$5.0K)
Filed 2026-11-04
IMG Wealth Management, Inc.
DECREASED
Shares219 from 224
Change-5 (-2%)
Value$60.7K (-$6.7K)
Filed 2026-10-27
Barrett & Company, Inc.
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$60.0K (-$4.9K)
Filed 2026-10-22
United Financial Planning Group LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$59.2K (-$4.8K)
Filed 2026-11-04
Nemes Rush Group LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$58.9K (-$4.8K)
Filed 2026-11-04
Mill Capital Management, LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$58.6K (-$4.8K)
Filed 2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$58 (-$62.9K)
Filed 2026-10-14
Weaver Capital Management LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$57.0K (+$6.1K)
Filed 2026-10-15
Evolution Wealth Management Inc.
INCREASED
Shares200 from 145
Change+55 (+38%)
Value$55.6K (+$12.0K)
Filed 2026-10-28
First Community Trust NA
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$55.0K (-$4.5K)
Filed 2026-10-07
Balance Wealth Partners LLC
NEW
Shares195
Change+195
Value$54.1K
Filed 2026-10-27
Granite FO LLC
INCREASED
Shares192 from 157
Change+35 (+22%)
Value$53.4K (+$6.2K)
Filed 2026-10-14
Lodestone Wealth Management LLC
NEW
Shares187
Change+187
Value$52.0K
Filed 2026-10-14
Godsey & Gibb, Inc
INCREASED
Shares183 from 165
Change+18 (+11%)
Value$50.9K (+$1.3K)
Filed 2026-10-14
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares181 from 181
Change0 (0%)
Value$50 (-$54.0K)
Filed 2026-11-02
Burkett Financial Services, LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$49.1K (-$3.8K)
Filed 2026-10-01
Hager Investment Management Services, LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$47.5K (-$3.9K)
Filed 2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED
Shares169 from 409
Change-240 (-59%)
Value$47.0K (-$91.6K)
Filed 2026-10-14
Peachtree Investment Partners, LLC
INCREASED
Shares169 from 168
Change+1 (+1%)
Value$46.8K (-$3.7K)
Filed 2026-11-05
Axiom Investment Management LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$44.7K (-$3.6K)
Filed 2026-11-03
Ameliora Wealth Management Ltd.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$44.5K (+$5.1K)
Filed 2026-10-23
Next Level Wealth Planning, LLC
NEW
Shares159
Change+159
Value$44.2K
Filed 2026-10-29
GGM Financial LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$44.0K (-$3.4K)
Filed 2026-11-05
Clayton Financial Group LLC
NEW
Shares155
Change+155
Value$43.1K
Filed 2026-10-13
Midwest Capital Advisors, LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$42.8K (-$3.5K)
Filed 2026-11-04
Washington Trust Advisors, Inc.
DECREASED
Shares153 from 192
Change-39 (-20%)
Value$42.5K (-$15.2K)
Filed 2026-10-22
Navigoe, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$41 (-$45.0K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$39.7K (-$3.2K)
Filed 2026-10-28
Tounjian Advisory Partners, LLC
INCREASED
Shares140 from 79
Change+61 (+77%)
Value$39.0K (+$15.3K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$37.8K (-$3.1K)
Filed 2026-11-04
Signature Resources Capital Management, LLC
INCREASED
Shares134 from 29
Change+105 (+362%)
Value$37.2K (+$28.5K)
Filed 2026-10-16
Quest 10 Wealth Builders, Inc.
INCREASED
Shares130 from 91
Change+39 (+43%)
Value$36.1K (+$8.8K)
Filed 2026-11-02
Quaker Wealth Management, LLC
INCREASED
Shares126 from 105
Change+21 (+20%)
Value$35.0K (+$3.5K)
Filed 2026-10-22
DeDora Capital, Inc.
NEW
Shares121
Change+121
Value$33.6K
Filed 2026-10-26
BankChampaign, National Association
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$33.1K (-$2.7K)
Filed 2026-10-19
Reap Financial Group, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$32.2K (-$2.6K)
Filed 2026-11-02
Community Financial Services Group, LLC
INCREASED
Shares105 from 96
Change+9 (+9%)
Value$29.3K (+$562)
Filed 2026-10-15
IFS Advisors, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$29.2K (-$2.4K)
Filed 2026-10-14
Acumen Wealth Advisors, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$29.2K (-$2.4K)
Filed 2026-11-05
Birch Financial Group, LLC
NEW
Shares101
Change+101
Value$28.1K
Filed 2026-10-27
Montgomery Financial Services LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$27.8K (-$2.3K)
Filed 2026-11-03
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$27.8K (-$2.3K)
Filed 2026-10-23
Kennebec Savings Bank
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$27.8K (-$2.3K)
Filed 2026-10-22
Burk Holdings LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$26.7K (-$2.2K)
Filed 2026-11-05
Chilton Capital Management LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$26.4K (-$2.1K)
Filed 2026-10-28
CGC Financial Services, LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$25.6K (-$2.1K)
Filed 2026-10-13
Security National Bank
NEW
Shares85
Change+85
Value$23.6K
Filed 2026-10-26
Cedar Mountain Advisors, LLC
DECREASED
Shares83 from 2,598
Change-2,515 (-97%)
Value$23.1K (-$757.5K)
Filed 2026-10-15
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$23.1K (-$1.8K)
Filed 2026-10-19
GS Investments, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$20.8K (-$1.7K)
Filed 2026-11-05
Sima Wealth Partners, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$20.3K (-$1.6K)
Filed 2026-10-19
SRH Advisors, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$19.5K (-$1.6K)
Filed 2026-10-22
Centerpoint Advisors, LLC
INCREASED
Shares66 from 65
Change+1 (+2%)
Value$18 (-$1)
Filed 2026-11-05
Ares Financial Consulting, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$17.9K (-$1.4K)
Filed 2026-10-19
Kingdom Financial Group Llc.
INCREASED
Shares62 from 53
Change+9 (+17%)
Value$17.3K (+$1.2K)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$17.0K (-$1.4K)
Filed 2026-10-30
Putney Financial Group LLC
NEW
Shares60
Change+60
Value$16.7K
Filed 2026-10-30
Nova Financial LLC
NEW
Shares60
Change+60
Value$16.7K
Filed 2026-11-04
Key Capital Management, Inc
INCREASED
Shares59 from 57
Change+2 (+4%)
Value$16.4K (-$730)
Filed 2026-11-03
Livelsberger Financial Advisory
NEW
Shares55
Change+55
Value$15.3K
Filed 2026-10-28
Pioneer Family Office, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$15.3K (-$1.2K)
Filed 2026-10-30
Wagner Wealth Management, LLC
INCREASED
Shares54 from 49
Change+5 (+10%)
Value$15.0K (+$284)
Filed 2026-10-21
Networth Advisors, LLC
INCREASED
Shares53 from 36
Change+17 (+47%)
Value$14.8K (+$3.9K)
Filed 2026-11-03
Compass Wealth Management LLC
NEW
Shares52
Change+52
Value$14.5K
Filed 2026-10-22
KFG LLC
NEW
Shares50
Change+50
Value$13.9K
Filed 2026-11-02
Ulland Investment Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$14 (-$1)
Filed 2026-10-13
GK Wealth Management LLC
NEW
Shares49
Change+49
Value$13.7K
Filed 2026-10-09
Markowski Investments
INCREASED
Shares46 from 11
Change+35 (+318%)
Value$12.8K (+$9.5K)
Filed 2026-10-30
NBZ Investment Advisors LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$12.8K (-$1.0K)
Filed 2026-10-30
Bullock Wealth Management Group
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$12.6K (-$919)
Filed 2026-10-09
Decker Retirement Planning Inc.
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$12.3K (-$999)
Filed 2026-10-19
Owl Creek Wealth Partners LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$12.0K (-$970)
Filed 2026-10-20
Rakuten Securities, Inc.
DECREASED
Shares42 from 85
Change-43 (-51%)
Value$11.7K (-$13.9K)
Filed 2026-11-02
Granville Capital, Inc.
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$11.8K (-$921)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
DECREASED
Shares41 from 52
Change-11 (-21%)
Value$11.4K (-$4.2K)
Filed 2026-11-02
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$11.1K (-$902)
Filed 2026-11-02
Strengthening Families & Communities, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$11.2K (-$880)
Filed 2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares37 from 416
Change-379 (-91%)
Value$10.3K (-$115.1K)
Filed 2026-10-14
Elevate Wealth Advisory, Inc
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$10.3K (-$835)
Filed 2026-10-29
Comprehensive Financial Planning, Inc.
INCREASED
Shares30 from 22
Change+8 (+36%)
Value$8.3K (+$1.7K)
Filed 2026-10-27
TFC Financial Management, Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$8.4K (-$658)
Filed 2026-10-26
West Branch Capital LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$7.8K (-$632)
Filed 2026-10-20
Valued Wealth Advisors LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$6.1K (-$496)
Filed 2026-11-05
New England Capital Financial Advisors LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.6K (-$451)
Filed 2026-11-03
Insight Inv LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$5.3K (-$429)
Filed 2026-10-27
Fairscale Capital, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$5.3K (-$402)
Filed 2026-11-04
Wilkerson Advisory Group LLC
DECREASED
Shares16 from 44
Change-28 (-64%)
Value$4.6K (-$8.8K)
Filed 2026-10-20
Sawyer & Company, Inc
DECREASED
Shares16 from 30
Change-14 (-47%)
Value$4.4K (-$4.6K)
Filed 2026-10-21
MH & Associates Securities Management Corp
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$4.4K (-$361)
Filed 2026-10-30
Planning Strategies Inc.
NEW
Shares12
Change+12
Value$3.3K
Filed 2026-10-02
Western Pacific Wealth Management, LP
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.9K (-$226)
Filed 2026-10-16
Financial Consulate, Inc
DECREASED
Shares8 from 25
Change-17 (-68%)
Value$2.2K (-$5.3K)
Filed 2026-10-23
CrossGen Wealth, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.2K (-$181)
Filed 2026-10-30
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.2K (-$181)
Filed 2026-10-20
Proathlete Wealth Management LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.3K (-$176)
Filed 2026-10-15
Kentucky Trust Co
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.7K (-$136)
Filed 2026-10-15
Gaddis Premier Wealth Advisors LLC
NEW
Shares5
Change+5
Value$1.4K
Filed 2026-10-29
Sellwood Investment Partners LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.4K (-$113)
Filed 2026-11-03
Covestor Ltd
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1 (-$1)
Filed 2026-10-30
Carota Wealth Management
NEW
Shares3
Change+3
Value$834
Filed 2026-11-03
Harbor Capital Advisors, Inc.
DECREASED
Shares3 from 1,538
Change-1,535 (-100%)
Value$1 (-$462.0K)
Filed 2026-10-22
Spurstone Advisory Services, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$837 (-$61)
Filed 2026-11-02
Provident Wealth Management, LLC
DECREASED
Shares2 from 56
Change-54 (-96%)
Value$556 (-$16.3K)
Filed 2026-10-20
Valley Wealth Managers, Inc.
DECREASED
Shares1 from 83
Change-82 (-99%)
Value$139 (-$24.6K)
Filed 2026-10-09
Gimbal Financial
CLOSED
Shares0 from 95,751
Change-95,751 (-100%)
Value$0 (-$28.8M)
Filed 2026-10-19
Barings LLC
CLOSED
Shares0 from 34,127
Change-34,127 (-100%)
Value$0 (-$10.3M)
Filed 2026-10-22
Newport Capital Group, LLC
CLOSED
Shares0 from 33,360
Change-33,360 (-100%)
Value$0 (-$10.0M)
Filed 2026-10-16
Legacy Wealth Partners, LLC
CLOSED
Shares0 from 24,130
Change-24,130 (-100%)
Value$0 (-$7.2M)
Filed 2026-10-15
Transcendent Capital Group LLC
CLOSED
Shares0 from 12,747
Change-12,747 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-28
Braeburn Wealth Management LLC
CLOSED
Shares0 from 11,790
Change-11,790 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-15
Plan Group Financial, LLC
CLOSED
Shares0 from 11,267
Change-11,267 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-22
Genus Capital Management Inc.
CLOSED
Shares0 from 5,723
Change-5,723 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-04
Ethic Inc.
CLOSED
Shares0 from 5,269
Change-5,269 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 4,741
Change-4,741 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-27
Impact Capital Partners LLC
CLOSED
Shares0 from 4,651
Change-4,651 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-22
Synergy Asset Management, LLC
CLOSED
Shares0 from 4,474
Change-4,474 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-05
Kercheville Advisors, LLC
CLOSED
Shares0 from 4,360
Change-4,360 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-19
Roman Butler Fullerton & Co
CLOSED
Shares0 from 4,189
Change-4,189 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-27
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 3,913
Change-3,913 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
FDx Advisors, Inc.
CLOSED
Shares0 from 3,626
Change-3,626 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-05
FNY Investment Advisers, LLC
CLOSED
Shares0 from 3,375
Change-3,375 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-16
Penn Capital Management Company, LLC
CLOSED
Shares0 from 3,036
Change-3,036 (-100%)
Value$0 (-$912.1K)
Filed 2026-11-04
TBH Global Asset Management, LLC
CLOSED
Shares0 from 2,770
Change-2,770 (-100%)
Value$0 (-$832.2K)
Filed 2026-11-03
Inscription Capital, LLC
CLOSED
Shares0 from 2,520
Change-2,520 (-100%)
Value$0 (-$757.1K)
Filed 2026-11-02
Capital City Trust Co
CLOSED
Shares0 from 2,257
Change-2,257 (-100%)
Value$0 (-$678.1K)
Filed 2026-10-22
Levin Capital Strategies, L.P.
CLOSED
Shares0 from 1,775
Change-1,775 (-100%)
Value$0 (-$533.3K)
Filed 2026-11-02
Sterling Capital Management LLC
CLOSED
Shares0 from 1,560
Change-1,560 (-100%)
Value$0 (-$468.7K)
Filed 2026-10-22
Kessler Investment Group, LLC
CLOSED
Shares0 from 1,429
Change-1,429 (-100%)
Value$0 (-$429.3K)
Filed 2026-10-08
Sjbenen Advisory, LLC
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$420.6K)
Filed 2026-10-19
Stablepoint Partners, LLC
CLOSED
Shares0 from 1,140
Change-1,140 (-100%)
Value$0 (-$342.5K)
Filed 2026-11-03
Johnson Financial Group, LLC
CLOSED
Shares0 from 1,101
Change-1,101 (-100%)
Value$0 (-$330.7K)
Filed 2026-11-03
Gallacher Capital Management LLC
CLOSED
Shares0 from 1,099
Change-1,099 (-100%)
Value$0 (-$330.3K)
Filed 2026-10-30
Strategic Investment Management, LLC
CLOSED
Shares0 from 1,070
Change-1,070 (-100%)
Value$0 (-$321.5K)
Filed 2026-10-20
Wealthcare Capital Management LLC
CLOSED
Shares0 from 1,055
Change-1,055 (-100%)
Value$0 (-$317.0K)
Filed 2026-10-21
J. Safra Sarasin Holding AG
CLOSED
Shares0 from 920
Change-920 (-100%)
Value$0 (-$276.5K)
Filed 2026-10-26
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$255.4K)
Filed 2026-10-13
KPP Advisory Services LLC
CLOSED
Shares0 from 850
Change-850 (-100%)
Value$0 (-$255.4K)
Filed 2026-10-26
71 West Capital Partners
CLOSED
Shares0 from 844
Change-844 (-100%)
Value$0 (-$253.6K)
Filed 2026-11-04
Cooper Financial Group
CLOSED
Shares0 from 772
Change-772 (-100%)
Value$0 (-$232.0K)
Filed 2026-10-07
Professional Financial Advisors, LLC
CLOSED
Shares0 from 766
Change-766 (-100%)
Value$0 (-$230.0K)
Filed 2026-10-13
Grant Private Wealth Management Inc
CLOSED
Shares0 from 752
Change-752 (-100%)
Value$0 (-$226.0K)
Filed 2026-10-19
Vested Financial Planning, LLC
CLOSED
Shares0 from 744
Change-744 (-100%)
Value$0 (-$223.5K)
Filed 2026-10-28
Israel Discount Bank of New York
CLOSED
Shares0 from 731
Change-731 (-100%)
Value$0 (-$219.6K)
Filed 2026-10-14
Kennedy Investment Group, Inc.
CLOSED
Shares0 from 730
Change-730 (-100%)
Value$0 (-$219.3K)
Filed 2026-10-21
Sage Investment Counsel LLC
CLOSED
Shares0 from 724
Change-724 (-100%)
Value$0 (-$217.5K)
Filed 2026-10-26
Syntegra Private Wealth Group, LLC
CLOSED
Shares0 from 724
Change-724 (-100%)
Value$0 (-$217.5K)
Filed 2026-10-13
Berman McAleer LLC
CLOSED
Shares0 from 710
Change-710 (-100%)
Value$0 (-$213.3K)
Filed 2026-10-16
Sheets Smith Wealth Management
CLOSED
Shares0 from 710
Change-710 (-100%)
Value$0 (-$213.4K)
Filed 2026-10-16
Smith Thornton Advisors LLC
CLOSED
Shares0 from 705
Change-705 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-16
Mason & Associates, LLC
CLOSED
Shares0 from 704
Change-704 (-100%)
Value$0 (-$211.5K)
Filed 2026-10-26
Beaumont Financial Advisors, LLC
CLOSED
Shares0 from 701
Change-701 (-100%)
Value$0 (-$210.8K)
Filed 2026-10-22
Juncture Wealth Strategies, LLC
CLOSED
Shares0 from 701
Change-701 (-100%)
Value$0 (-$210.6K)
Filed 2026-10-06
Paragon Capital Management Ltd
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$210.5K)
Filed 2026-10-09
RFG - Bristol Wealth Advisors, LLC
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-09
Phoenix Wealth Advisors
CLOSED
Shares0 from 696
Change-696 (-100%)
Value$0 (-$209.1K)
Filed 2026-11-03
Cutler Investment Counsel LLC
CLOSED
Shares0 from 693
Change-693 (-100%)
Value$0 (-$208.2K)
Filed 2026-10-28
Dominguez Wealth Management Solutions, Inc.
CLOSED
Shares0 from 693
Change-693 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-07
Topel & Distasi Wealth Management, LLC
CLOSED
Shares0 from 691
Change-691 (-100%)
Value$0 (-$207.6K)
Filed 2026-11-05
Alliance Wealth Advisors, LLC
CLOSED
Shares0 from 686
Change-686 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-14
Palacios Wealth Management, LLC
CLOSED
Shares0 from 676
Change-676 (-100%)
Value$0 (-$203.1K)
Filed 2026-11-04
Cordoba Advisory Partners LLC
CLOSED
Shares0 from 671
Change-671 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-19
Ascent Wealth Partners, LLC
CLOSED
Shares0 from 671
Change-671 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-23
Lee, Kelleher & Klein Wealth Management
CLOSED
Shares0 from 670
Change-670 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-08
Mendota Financial Group, LLC
CLOSED
Shares0 from 670
Change-670 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-07
Weil Company, Inc.
CLOSED
Shares0 from 669
Change-669 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-14
Summit Securities Group LLC
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$195.3K)
Filed 2026-11-05
Family Legacy Financial Solutions, LLC
CLOSED
Shares0 from 588
Change-588 (-100%)
Value$0 (-$176.7K)
Filed 2026-10-07
Key Client Fiduciary Advisors, LLC
CLOSED
Shares0 from 540
Change-540 (-100%)
Value$0 (-$162.2K)
Filed 2026-10-19
Gill Capital Partners, LLC
CLOSED
Shares0 from 538
Change-538 (-100%)
Value$0 (-$161.6K)
Filed 2026-10-13
Wellington Shields & Co., LLC
CLOSED
Shares0 from 435
Change-435 (-100%)
Value$0 (-$130.7K)
Filed 2026-11-03
Obsidian CIO, LLC
CLOSED
Shares0 from 355
Change-355 (-100%)
Value$0 (-$106.6K)
Filed 2026-11-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 311
Change-311 (-100%)
Value$0 (-$93.3K)
Filed 2026-10-23
GFS Advisors, LLC
CLOSED
Shares0 from 253
Change-253 (-100%)
Value$0 (-$2.3M)
Filed 2026-11-03
Vista Investment Partners LLC
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$62.2K)
Filed 2026-10-08
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$62.2K)
Filed 2026-10-22
Advantage Trust Co
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$58.3K)
Filed 2026-10-19
Tower View Wealth Management LLC
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$38.5K)
Filed 2026-10-23
Robinswood Financial LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$9.5K)
Filed 2026-10-20
Solstein Capital, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-02
Brooklands Fund Management Ltd
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$296)
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.3M (-$94.2K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 35,580,461
Change-35,580,461 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 18,693,662
Change-18,693,662 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 17,901,802
Change-17,901,802 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 11,796,516
Change-11,796,516 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 10,533,415
Change-10,533,415 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 7,928,734
Change-7,928,734 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,071,360
Change-7,071,360 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 5,928,226
Change-5,928,226 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 5,627,000
Change-5,627,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,185,113
Change-5,185,113 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,127,567
Change-5,127,567 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,974,054
Change-4,974,054 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,406,597
Change-4,406,597 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,368,378
Change-4,368,378 (-100%)
Value—
Barclays PLC
N/A
Shares— from 4,198,783
Change-4,198,783 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,154,041
Change-4,154,041 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,732,504
Change-3,732,504 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 3,410,936
Change-3,410,936 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,368,229
Change-3,368,229 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,330,976
Change-3,330,976 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 3,068,234
Change-3,068,234 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 2,781,000
Change-2,781,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,612,800
Change-2,612,800 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 2,278,718
Change-2,278,718 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,186,976
Change-2,186,976 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,056,250
Change-2,056,250 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,776,101
Change-1,776,101 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,655,359
Change-1,655,359 (-100%)
Value—
Millburn Ridgefield LLC
N/A
Shares— from 1,491,304
Change-1,491,304 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,451,478
Change-1,451,478 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,211,945
Change-1,211,945 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,144,729
Change-1,144,729 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,080,574
Change-1,080,574 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 892,577
Change-892,577 (-100%)
Value—
Valiant Capital Management, L.P.
N/A
Shares— from 863,141
Change-863,141 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 860,024
Change-860,024 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 832,435
Change-832,435 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 827,314
Change-827,314 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 799,545
Change-799,545 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 781,614
Change-781,614 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 716,347
Change-716,347 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 712,746
Change-712,746 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 702,868
Change-702,868 (-100%)
Value—
Blair William & Co
N/A
Shares— from 701,051
Change-701,051 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 699,431
Change-699,431 (-100%)
Value—
Commerce Bank
N/A
Shares— from 688,092
Change-688,092 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 673,015
Change-673,015 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 632,247
Change-632,247 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 626,703
Change-626,703 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 592,421
Change-592,421 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 569,114
Change-569,114 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 567,640
Change-567,640 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 559,438
Change-559,438 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 555,936
Change-555,936 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 546,932
Change-546,932 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 537,633
Change-537,633 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 521,038
Change-521,038 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 499,146
Change-499,146 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 488,604
Change-488,604 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 486,880
Change-486,880 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 481,468
Change-481,468 (-100%)
Value—
Broadwood Capital Inc
N/A
Shares— from 474,920
Change-474,920 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 450,354
Change-450,354 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 440,421
Change-440,421 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 432,154
Change-432,154 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 387,050
Change-387,050 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 377,742
Change-377,742 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 375,066
Change-375,066 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 348,840
Change-348,840 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 339,731
Change-339,731 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 338,229
Change-338,229 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 333,772
Change-333,772 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 303,252
Change-303,252 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 302,033
Change-302,033 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 299,385
Change-299,385 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 298,623
Change-298,623 (-100%)
Value—
Alphadyne Asset Management LP
N/A
Shares— from 294,461
Change-294,461 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 269,433
Change-269,433 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 265,529
Change-265,529 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 253,000
Change-253,000 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 240,000
Change-240,000 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 238,291
Change-238,291 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 234,592
Change-234,592 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 234,431
Change-234,431 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 227,304
Change-227,304 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 221,433
Change-221,433 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 218,586
Change-218,586 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 213,615
Change-213,615 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 206,442
Change-206,442 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 203,897
Change-203,897 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 202,126
Change-202,126 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 197,237
Change-197,237 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 191,265
Change-191,265 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 190,233
Change-190,233 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 182,330
Change-182,330 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 180,421
Change-180,421 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 178,487
Change-178,487 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 177,309
Change-177,309 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 175,100
Change-175,100 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 164,565
Change-164,565 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 160,000
Change-160,000 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 158,258
Change-158,258 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 157,452
Change-157,452 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 155,914
Change-155,914 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 152,529
Change-152,529 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 151,117
Change-151,117 (-100%)
Value—
Stephens Inc
N/A
Shares— from 148,311
Change-148,311 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 147,840
Change-147,840 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 143,441
Change-143,441 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 143,433
Change-143,433 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 142,822
Change-142,822 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 141,621
Change-141,621 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 137,949
Change-137,949 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 137,939
Change-137,939 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 137,424
Change-137,424 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 134,826
Change-134,826 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 132,878
Change-132,878 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 128,970
Change-128,970 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 123,810
Change-123,810 (-100%)
Value—
Metropolitan Life Insurance Co
N/A
Shares— from 121,345
Change-121,345 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 120,026
Change-120,026 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 115,469
Change-115,469 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 115,199
Change-115,199 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 112,768
Change-112,768 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 111,126
Change-111,126 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 109,126
Change-109,126 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 109,040
Change-109,040 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 106,982
Change-106,982 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 104,815
Change-104,815 (-100%)
Value—
Friends of the Cornell LAB of Ornithology, Inc.
N/A
Shares— from 104,532
Change-104,532 (-100%)
Value—
Impactive Capital LPA
N/A
Shares— from 103,183
Change-103,183 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 102,873
Change-102,873 (-100%)
Value—
&partners
N/A
Shares— from 102,163
Change-102,163 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 99,639
Change-99,639 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 98,967
Change-98,967 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 98,839
Change-98,839 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 98,825
Change-98,825 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 97,090
Change-97,090 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 96,987
Change-96,987 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 96,777
Change-96,777 (-100%)
Value—
Jain Global LLC
N/A
Shares— from 96,447
Change-96,447 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 94,900
Change-94,900 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 92,767
Change-92,767 (-100%)
Value—
Akuna Securities LLC
N/A
Shares— from 92,671
Change-92,671 (-100%)
Value—
Mangrove Partners IM, LLC
N/A
Shares— from 92,192
Change-92,192 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 84,959
Change-84,959 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 81,209
Change-81,209 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 80,655
Change-80,655 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 79,974
Change-79,974 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 79,800
Change-79,800 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 79,062
Change-79,062 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 77,521
Change-77,521 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 76,688
Change-76,688 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 76,126
Change-76,126 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 75,249
Change-75,249 (-100%)
Value—
WS Management Lllp
N/A
Shares— from 75,000
Change-75,000 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 74,146
Change-74,146 (-100%)
Value—
Volterra Technologies LP
N/A
Shares— from 73,871
Change-73,871 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 72,910
Change-72,910 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 72,734
Change-72,734 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 70,791
Change-70,791 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 69,447
Change-69,447 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 69,179
Change-69,179 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 68,994
Change-68,994 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 64,986
Change-64,986 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 64,688
Change-64,688 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 63,968
Change-63,968 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 63,619
Change-63,619 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 62,000
Change-62,000 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 61,251
Change-61,251 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 61,143
Change-61,143 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 60,644
Change-60,644 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 60,455
Change-60,455 (-100%)
Value—
Simmons Bank
N/A
Shares— from 58,758
Change-58,758 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 58,505
Change-58,505 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 58,505
Change-58,505 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 58,487
Change-58,487 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 58,006
Change-58,006 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 57,711
Change-57,711 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 57,571
Change-57,571 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 56,534
Change-56,534 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 55,752
Change-55,752 (-100%)
Value—
Jasper Ridge Partners, L.P.
N/A
Shares— from 55,688
Change-55,688 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 55,579
Change-55,579 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 55,551
Change-55,551 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 55,317
Change-55,317 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 54,807
Change-54,807 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 54,721
Change-54,721 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 53,943
Change-53,943 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 51,634
Change-51,634 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 51,019
Change-51,019 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 50,863
Change-50,863 (-100%)
Value—
Humankind Investments LLC
N/A
Shares— from 50,860
Change-50,860 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 50,758
Change-50,758 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 50,684
Change-50,684 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 50,226
Change-50,226 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 49,970
Change-49,970 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 49,868
Change-49,868 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 48,473
Change-48,473 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 48,381
Change-48,381 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 47,496
Change-47,496 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 46,775
Change-46,775 (-100%)
Value—
Nepc LLC
N/A
Shares— from 45,557
Change-45,557 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 45,115
Change-45,115 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 45,058
Change-45,058 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 44,565
Change-44,565 (-100%)
Value—
Harvest Investment Advisors, LLC
N/A
Shares— from 44,377
Change-44,377 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 44,068
Change-44,068 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 43,628
Change-43,628 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 42,819
Change-42,819 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 42,748
Change-42,748 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 42,604
Change-42,604 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 42,557
Change-42,557 (-100%)
Value—
Engine Capital Management, LPA
N/A
Shares— from 42,444
Change-42,444 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 42,430
Change-42,430 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 41,698
Change-41,698 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 41,620
Change-41,620 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 41,427
Change-41,427 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 40,800
Change-40,800 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 40,566
Change-40,566 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 39,841
Change-39,841 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 39,764
Change-39,764 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 39,490
Change-39,490 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 39,429
Change-39,429 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 39,125
Change-39,125 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 39,093
Change-39,093 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 38,997
Change-38,997 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 38,790
Change-38,790 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 38,689
Change-38,689 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 38,686
Change-38,686 (-100%)
Value—
Niles Investment Management, LLC
N/A
Shares— from 38,523
Change-38,523 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 38,156
Change-38,156 (-100%)
Value—
Mandatum Life Insurance Co Ltd
N/A
Shares— from 37,116
Change-37,116 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 36,839
Change-36,839 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 36,231
Change-36,231 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 36,100
Change-36,100 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 36,058
Change-36,058 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 35,808
Change-35,808 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 35,717
Change-35,717 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 35,707
Change-35,707 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 34,638
Change-34,638 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 34,324
Change-34,324 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 34,135
Change-34,135 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 34,065
Change-34,065 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 33,920
Change-33,920 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 33,674
Change-33,674 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 33,530
Change-33,530 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 33,196
Change-33,196 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 33,196
Change-33,196 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 33,193
Change-33,193 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 33,099
Change-33,099 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 33,011
Change-33,011 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 32,734
Change-32,734 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 32,582
Change-32,582 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 32,243
Change-32,243 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 31,763
Change-31,763 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 31,480
Change-31,480 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 31,180
Change-31,180 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 30,570
Change-30,570 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 30,406
Change-30,406 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 30,306
Change-30,306 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 29,923
Change-29,923 (-100%)
Value—
California First Leasing Corp
N/A
Shares— from 29,705
Change-29,705 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 29,608
Change-29,608 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 29,333
Change-29,333 (-100%)
Value—
Ananym Capital Management, LP
N/A
Shares— from 29,300
Change-29,300 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 28,997
Change-28,997 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 28,855
Change-28,855 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 28,750
Change-28,750 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 28,638
Change-28,638 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 28,223
Change-28,223 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 28,112
Change-28,112 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 27,539
Change-27,539 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 27,493
Change-27,493 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 27,318
Change-27,318 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 26,827
Change-26,827 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 26,738
Change-26,738 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 26,631
Change-26,631 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 26,463
Change-26,463 (-100%)
Value—
Aristotle Capital Boston, LLC
N/A
Shares— from 26,411
Change-26,411 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 26,269
Change-26,269 (-100%)
Value—
Man Group plc
N/A
Shares— from 26,174
Change-26,174 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 26,022
Change-26,022 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 25,869
Change-25,869 (-100%)
Value—
Spruce Point Capital Management, LLC
N/A
Shares— from 25,400
Change-25,400 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 25,278
Change-25,278 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 25,171
Change-25,171 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 25,110
Change-25,110 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 25,034
Change-25,034 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 25,001
Change-25,001 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 24,697
Change-24,697 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 24,631
Change-24,631 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 24,290
Change-24,290 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 24,254
Change-24,254 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 24,123
Change-24,123 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 23,957
Change-23,957 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 23,748
Change-23,748 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 23,508
Change-23,508 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 23,505
Change-23,505 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 23,322
Change-23,322 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 23,133
Change-23,133 (-100%)
Value—
Mount Capital Ltd
N/A
Shares— from 23,100
Change-23,100 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 22,997
Change-22,997 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 22,489
Change-22,489 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 22,316
Change-22,316 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 21,957
Change-21,957 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 21,446
Change-21,446 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 21,364
Change-21,364 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 21,314
Change-21,314 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 21,304
Change-21,304 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 21,209
Change-21,209 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 21,186
Change-21,186 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 20,876
Change-20,876 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 20,841
Change-20,841 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 20,834
Change-20,834 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 20,699
Change-20,699 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 20,510
Change-20,510 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 20,362
Change-20,362 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 20,290
Change-20,290 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 20,211
Change-20,211 (-100%)
Value—
KCM Capital Inc
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 20,075
Change-20,075 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 20,006
Change-20,006 (-100%)
Value—
LuminArx Capital Management LP
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 19,947
Change-19,947 (-100%)
Value—
Legacy Trust
N/A
Shares— from 19,765
Change-19,765 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 19,713
Change-19,713 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 19,474
Change-19,474 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 19,252
Change-19,252 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 19,162
Change-19,162 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 18,700
Change-18,700 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 18,627
Change-18,627 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 18,561
Change-18,561 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 18,518
Change-18,518 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 18,480
Change-18,480 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 18,346
Change-18,346 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 18,318
Change-18,318 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 18,212
Change-18,212 (-100%)
Value—
London Co of Virginia
N/A
Shares— from 18,208
Change-18,208 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 18,137
Change-18,137 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 18,084
Change-18,084 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 18,027
Change-18,027 (-100%)
Value—
EFG International AG
N/A
Shares— from 18,008
Change-18,008 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 17,925
Change-17,925 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 17,778
Change-17,778 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 17,775
Change-17,775 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 17,749
Change-17,749 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 17,719
Change-17,719 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 17,564
Change-17,564 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 17,398
Change-17,398 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 17,315
Change-17,315 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 17,300
Change-17,300 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 17,228
Change-17,228 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 17,199
Change-17,199 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 17,123
Change-17,123 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 16,916
Change-16,916 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 16,893
Change-16,893 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 16,785
Change-16,785 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 16,755
Change-16,755 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 16,741
Change-16,741 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 16,710
Change-16,710 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 16,670
Change-16,670 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 16,462
Change-16,462 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 16,429
Change-16,429 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 16,399
Change-16,399 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 16,378
Change-16,378 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 16,195
Change-16,195 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 16,048
Change-16,048 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 15,955
Change-15,955 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 15,868
Change-15,868 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 15,699
Change-15,699 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 15,581
Change-15,581 (-100%)
Value—
Ames National Corp
N/A
Shares— from 15,410
Change-15,410 (-100%)
Value—
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A
Shares— from 15,318
Change-15,318 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 15,035
Change-15,035 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 14,935
Change-14,935 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 14,816
Change-14,816 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 14,800
Change-14,800 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 14,637
Change-14,637 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 14,584
Change-14,584 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 14,373
Change-14,373 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 13,956
Change-13,956 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 13,728
Change-13,728 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 13,583
Change-13,583 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 13,498
Change-13,498 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 13,375
Change-13,375 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 13,374
Change-13,374 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 13,317
Change-13,317 (-100%)
Value—
Resolute Advisors LLC
N/A
Shares— from 13,298
Change-13,298 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 13,276
Change-13,276 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 13,222
Change-13,222 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 13,156
Change-13,156 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 13,050
Change-13,050 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 12,982
Change-12,982 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 12,933
Change-12,933 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 12,720
Change-12,720 (-100%)
Value—
10Elms LLP
N/A
Shares— from 12,684
Change-12,684 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 12,624
Change-12,624 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 12,546
Change-12,546 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,497
Change-12,497 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 12,462
Change-12,462 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 12,430
Change-12,430 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 12,420
Change-12,420 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 12,380
Change-12,380 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 12,372
Change-12,372 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 12,330
Change-12,330 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 12,306
Change-12,306 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 12,269
Change-12,269 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 12,226
Change-12,226 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 12,048
Change-12,048 (-100%)
Value—
Wilmar Advisors LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 11,963
Change-11,963 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 11,795
Change-11,795 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 11,620
Change-11,620 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 11,581
Change-11,581 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 11,510
Change-11,510 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 11,400
Change-11,400 (-100%)
Value—
LSP Investment Advisors, LLC
N/A
Shares— from 11,396
Change-11,396 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 11,220
Change-11,220 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 11,215
Change-11,215 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 11,129
Change-11,129 (-100%)
Value—
Nwam LLC
N/A
Shares— from 11,119
Change-11,119 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 11,002
Change-11,002 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 10,953
Change-10,953 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 10,927
Change-10,927 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 10,925
Change-10,925 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 10,887
Change-10,887 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 10,876
Change-10,876 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 10,839
Change-10,839 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 10,819
Change-10,819 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 10,791
Change-10,791 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 10,749
Change-10,749 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 10,463
Change-10,463 (-100%)
Value—
Centennial Bank
N/A
Shares— from 10,450
Change-10,450 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 10,298
Change-10,298 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 10,233
Change-10,233 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 10,168
Change-10,168 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 9,974
Change-9,974 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 9,974
Change-9,974 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 9,926
Change-9,926 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 9,895
Change-9,895 (-100%)
Value—
Cornerstone Capital, Inc.
N/A
Shares— from 9,844
Change-9,844 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 9,776
Change-9,776 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 9,775
Change-9,775 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 9,771
Change-9,771 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 9,720
Change-9,720 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 9,497
Change-9,497 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 9,476
Change-9,476 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 9,426
Change-9,426 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 9,369
Change-9,369 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 9,354
Change-9,354 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 9,335
Change-9,335 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 9,333
Change-9,333 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 9,319
Change-9,319 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 9,292
Change-9,292 (-100%)
Value—
Grandeur Peak Global Advisors, LLC
N/A
Shares— from 9,286
Change-9,286 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 9,158
Change-9,158 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 9,149
Change-9,149 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 9,137
Change-9,137 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 9,062
Change-9,062 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 9,060
Change-9,060 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 9,040
Change-9,040 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 9,040
Change-9,040 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 8,975
Change-8,975 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 8,972
Change-8,972 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 8,970
Change-8,970 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 8,962
Change-8,962 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 8,945
Change-8,945 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 8,865
Change-8,865 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 8,808
Change-8,808 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 8,738
Change-8,738 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 8,736
Change-8,736 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 8,665
Change-8,665 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 8,599
Change-8,599 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 8,482
Change-8,482 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,438
Change-8,438 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 8,435
Change-8,435 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 8,407
Change-8,407 (-100%)
Value—
Gardner Lewis Asset Management L P
N/A
Shares— from 8,390
Change-8,390 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 8,376
Change-8,376 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 8,329
Change-8,329 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 8,321
Change-8,321 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 8,258
Change-8,258 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 8,232
Change-8,232 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 8,198
Change-8,198 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 8,114
Change-8,114 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 8,073
Change-8,073 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 8,071
Change-8,071 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 8,055
Change-8,055 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 8,035
Change-8,035 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 7,978
Change-7,978 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 7,951
Change-7,951 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 7,917
Change-7,917 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 7,860
Change-7,860 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 7,834
Change-7,834 (-100%)
Value—
FCA Corp
N/A
Shares— from 7,709
Change-7,709 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 7,701
Change-7,701 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 7,644
Change-7,644 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 7,562
Change-7,562 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 7,544
Change-7,544 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 7,488
Change-7,488 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 7,479
Change-7,479 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 7,472
Change-7,472 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 7,320
Change-7,320 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 7,296
Change-7,296 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 7,288
Change-7,288 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 7,264
Change-7,264 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 7,261
Change-7,261 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 7,231
Change-7,231 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 7,158
Change-7,158 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 7,134
Change-7,134 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 6,968
Change-6,968 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 6,958
Change-6,958 (-100%)
Value—
Marvin & Palmer Associates Inc
N/A
Shares— from 6,950
Change-6,950 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 6,915
Change-6,915 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 6,899
Change-6,899 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 6,793
Change-6,793 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 6,719
Change-6,719 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
Credit Industriel ET Commercial
N/A
Shares— from 6,618
Change-6,618 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 6,543
Change-6,543 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 6,518
Change-6,518 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 6,511
Change-6,511 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 6,503
Change-6,503 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 6,456
Change-6,456 (-100%)
Value—
Aberdeen Group plc
N/A
Shares— from 6,416
Change-6,416 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 6,389
Change-6,389 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 6,386
Change-6,386 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 6,347
Change-6,347 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 6,344
Change-6,344 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 6,338
Change-6,338 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 6,338
Change-6,338 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 6,298
Change-6,298 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 6,294
Change-6,294 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 6,283
Change-6,283 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 6,256
Change-6,256 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 6,223
Change-6,223 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 6,208
Change-6,208 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 6,138
Change-6,138 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 6,118
Change-6,118 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 6,116
Change-6,116 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,107
Change-6,107 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 6,104
Change-6,104 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 6,098
Change-6,098 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 6,088
Change-6,088 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 6,042
Change-6,042 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 5,963
Change-5,963 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5,951
Change-5,951 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 5,918
Change-5,918 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 5,881
Change-5,881 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,865
Change-5,865 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 5,855
Change-5,855 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 5,796
Change-5,796 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 5,792
Change-5,792 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 5,766
Change-5,766 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 5,757
Change-5,757 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 5,731
Change-5,731 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 5,666
Change-5,666 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 5,609
Change-5,609 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 5,597
Change-5,597 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 5,597
Change-5,597 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 5,579
Change-5,579 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,532
Change-5,532 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 5,506
Change-5,506 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 5,503
Change-5,503 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 5,502
Change-5,502 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 5,489
Change-5,489 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 5,457
Change-5,457 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 5,363
Change-5,363 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 5,356
Change-5,356 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,351
Change-5,351 (-100%)
Value—
Shapiro Capital Management LLC
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 5,286
Change-5,286 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 5,277
Change-5,277 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 5,268
Change-5,268 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 5,256
Change-5,256 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 5,219
Change-5,219 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 5,173
Change-5,173 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 5,134
Change-5,134 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 5,103
Change-5,103 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 5,089
Change-5,089 (-100%)
Value—
EQ LLC
N/A
Shares— from 5,071
Change-5,071 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 5,054
Change-5,054 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 5,052
Change-5,052 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,043
Change-5,043 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 5,025
Change-5,025 (-100%)
Value—
Neumeier Poma Investment Counsel LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
Teachers Insurance & Annuity Association of America
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 4,930
Change-4,930 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 4,909
Change-4,909 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,887
Change-4,887 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 4,738
Change-4,738 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 4,731
Change-4,731 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 4,679
Change-4,679 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,628
Change-4,628 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 4,502
Change-4,502 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 4,497
Change-4,497 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 4,489
Change-4,489 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 4,450
Change-4,450 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 4,448
Change-4,448 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 4,448
Change-4,448 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 4,441
Change-4,441 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 4,438
Change-4,438 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 4,405
Change-4,405 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 4,395
Change-4,395 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 4,339
Change-4,339 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 4,332
Change-4,332 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 4,330
Change-4,330 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
Allstate Corp
N/A
Shares— from 4,324
Change-4,324 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 4,202
Change-4,202 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 4,176
Change-4,176 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 4,081
Change-4,081 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 4,015
Change-4,015 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 3,978
Change-3,978 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 3,933
Change-3,933 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 3,921
Change-3,921 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,881
Change-3,881 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 3,872
Change-3,872 (-100%)
Value—
Cape ANN Savings Bank
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 3,864
Change-3,864 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 3,863
Change-3,863 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 3,770
Change-3,770 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 3,638
Change-3,638 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 3,634
Change-3,634 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 3,632
Change-3,632 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 3,614
Change-3,614 (-100%)
Value—
Libra Wealth LLC
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 3,609
Change-3,609 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 3,607
Change-3,607 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,582
Change-3,582 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 3,544
Change-3,544 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 3,498
Change-3,498 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 3,486
Change-3,486 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 3,485
Change-3,485 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,470
Change-3,470 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 3,445
Change-3,445 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 3,413
Change-3,413 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 3,396
Change-3,396 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 3,357
Change-3,357 (-100%)
Value—
Summitry LLC
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 3,305
Change-3,305 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 3,224
Change-3,224 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 3,194
Change-3,194 (-100%)
Value—
NWK Group, Inc.
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 3,107
Change-3,107 (-100%)
Value—
Beaton Management Co. Inc.
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
Pioneer Trust Bank N A
N/A
Shares— from 3,085
Change-3,085 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 3,076
Change-3,076 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
Prime Buchholz LLC
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 2,989
Change-2,989 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 2,981
Change-2,981 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 2,931
Change-2,931 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 2,875
Change-2,875 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 2,745
Change-2,745 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,737
Change-2,737 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 2,722
Change-2,722 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 2,720
Change-2,720 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 2,708
Change-2,708 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 2,696
Change-2,696 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 2,692
Change-2,692 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,654
Change-2,654 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 2,640
Change-2,640 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,542
Change-2,542 (-100%)
Value—
Insight 2811, Inc.
N/A
Shares— from 2,522
Change-2,522 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 2,507
Change-2,507 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 2,469
Change-2,469 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,465
Change-2,465 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 2,412
Change-2,412 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 2,398
Change-2,398 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,397
Change-2,397 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,389
Change-2,389 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,384
Change-2,384 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 2,368
Change-2,368 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 2,364
Change-2,364 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,326
Change-2,326 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 2,320
Change-2,320 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 2,283
Change-2,283 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 2,263
Change-2,263 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,227
Change-2,227 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 2,216
Change-2,216 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
Trillium Asset Management, LLC
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 2,097
Change-2,097 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 2,067
Change-2,067 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 2,004
Change-2,004 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 1,991
Change-1,991 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 1,978
Change-1,978 (-100%)
Value—
Schusterman Interests, LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 1,917
Change-1,917 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 1,897
Change-1,897 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,871
Change-1,871 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,858
Change-1,858 (-100%)
Value—
Little House Capital LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 1,855
Change-1,855 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 1,848
Change-1,848 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,834
Change-1,834 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 1,771
Change-1,771 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 1,727
Change-1,727 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 1,711
Change-1,711 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Thayer Partners, LLC / MA
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 1,668
Change-1,668 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 1,639
Change-1,639 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 1,637
Change-1,637 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 1,636
Change-1,636 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 1,629
Change-1,629 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,625
Change-1,625 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Pier 88 Investment Partners LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
American Trust
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 1,544
Change-1,544 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,536
Change-1,536 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 1,518
Change-1,518 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 1,510
Change-1,510 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,451
Change-1,451 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 1,431
Change-1,431 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 1,405
Change-1,405 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 1,365
Change-1,365 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,349
Change-1,349 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
Objectivity Squared, LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 1,315
Change-1,315 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 1,314
Change-1,314 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 1,309
Change-1,309 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
VAN Strum & Towne Inc.
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
EWA, LLC
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
CNB Bank
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 1,161
Change-1,161 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 1,135
Change-1,135 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A
Shares— from 1,132
Change-1,132 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 1,090
Change-1,090 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,058
Change-1,058 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 1,044
Change-1,044 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 1,041
Change-1,041 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,036
Change-1,036 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Bank OZK
N/A
Shares— from 1,009
Change-1,009 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Greenland Capital Management LP
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
John A. Wolfe & Associates, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 997
Change-997 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 996
Change-996 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 996
Change-996 (-100%)
Value—
JAG Capital Management, LLC
N/A
Shares— from 996
Change-996 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 993
Change-993 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 977
Change-977 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 967
Change-967 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 956
Change-956 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 953
Change-953 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
Main Management LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 934
Change-934 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 932
Change-932 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 929
Change-929 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 925
Change-925 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 921
Change-921 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 916
Change-916 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 915
Change-915 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 906
Change-906 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 890
Change-890 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 887
Change-887 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 887
Change-887 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 886
Change-886 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 878
Change-878 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 875
Change-875 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 874
Change-874 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 868
Change-868 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 863
Change-863 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 860
Change-860 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 852
Change-852 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 851
Change-851 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 842
Change-842 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 842
Change-842 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 841
Change-841 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 840
Change-840 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 823
Change-823 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 808
Change-808 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 807
Change-807 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 806
Change-806 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 796
Change-796 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 795
Change-795 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 783
Change-783 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 783
Change-783 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 782
Change-782 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 778
Change-778 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 774
Change-774 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 773
Change-773 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 772
Change-772 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 760
Change-760 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 758
Change-758 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 758
Change-758 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 758
Change-758 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 755
Change-755 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 754
Change-754 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 753
Change-753 (-100%)
Value—
Generations Wealth, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 745
Change-745 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 740
Change-740 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 735
Change-735 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 732
Change-732 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 731
Change-731 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 724
Change-724 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 724
Change-724 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 723
Change-723 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 721
Change-721 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 715
Change-715 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 713
Change-713 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 710
Change-710 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 701
Change-701 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 698
Change-698 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 696
Change-696 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 695
Change-695 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 693
Change-693 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
First Washington Corp
N/A
Shares— from 680
Change-680 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 678
Change-678 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 675
Change-675 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 674
Change-674 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 673
Change-673 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 657
Change-657 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 641
Change-641 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 641
Change-641 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 620
Change-620 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 618
Change-618 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 616
Change-616 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 591
Change-591 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 590
Change-590 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 585
Change-585 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 567
Change-567 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 562
Change-562 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 553
Change-553 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 548
Change-548 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 533
Change-533 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 533
Change-533 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 508
Change-508 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Collier Financial
N/A
Shares— from 487
Change-487 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 484
Change-484 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 475
Change-475 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 464
Change-464 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 462
Change-462 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 454
Change-454 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 414
Change-414 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 401
Change-401 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Allianz SE
N/A
Shares— from 353
Change-353 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 350
Change-350 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 339
Change-339 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 337
Change-337 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 327
Change-327 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 308
Change-308 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 288
Change-288 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 269
Change-269 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Motco
N/A
Shares— from 252
Change-252 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 248
Change-248 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 227
Change-227 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 185
Change-185 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 177
Change-177 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 168
Change-168 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 126
Change-126 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 124
Change-124 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 108
Change-108 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 84
Change-84 (-100%)
Value—
Rogco, LP
N/A
Shares— from 83
Change-83 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 63
Change-63 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 54
Change-54 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 38
Change-38 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 32
Change-32 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 29
Change-29 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 9
Change-9 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 6
Change-6 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 2
Change-2 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Citigroup Inc
INCREASED6,310,0524,112,214+2,197,838+53%$1.2B$1.8B+$518.0M2026-11-04
US Bancorp \de\
DECREASED2,056,9122,129,304-72,392-3%$639.7M$571.6M-$68.2M2026-11-05
Bank of New York Mellon Corp
INCREASED1,859,1261,824,128+34,998+2%$548.1M$516.6M-$31.4M2026-11-05
Imc-Chicago, LLC
NEW1,720,789—+1,720,789——$478.2M—2026-11-05
Catalyst Capital Advisors LLC
INCREASED1,649,4571,491,304+158,153+11%$448.1M$458.4M+$10.3M2026-11-02
Truist Financial Corp
INCREASED1,222,5661,150,784+71,782+6%$345.8M$339.7M-$6.0M2026-10-30
Jefferies Financial Group Inc.
DECREASED1,001,1201,263,132-262,012-21%$379.5M$278.2M-$101.3M2026-11-05
AIA Group Ltd
INCREASED965,716137,954+827,762+600%$41.4M$268.4M+$226.9M2026-10-30
Fifth Third Bancorp
DECREASED880,448942,299-61,851-7%$283.1M$244.7M-$38.4M2026-11-05
AMG National Trust Bank
DECREASED820,162823,139-2,9770%$247.3M$227.9M-$19.4M2026-11-05
Mirae Asset Securities (USA) Inc.
INCREASED788,774722,143+66,631+9%$217.0M$219.2M+$2.2M2026-10-15
Keybank National Association
DECREASED764,812775,413-10,601-1%$233.0M$212.5M-$20.4M2026-11-04
Creative Planning
INCREASED588,914561,917+26,997+5%$168.8M$163.7M-$5.2M2026-11-02
Wolfstich Capital, LLC
INCREASED542,4601,203+541,257+44992%$358.0K$24.2M+$23.9M2026-10-14
Simplex Trading, LLC
DECREASED492,550536,810-44,260-8%$161.3M$136.9M-$24.4M2026-11-04
Commonwealth Equity Services, LLC
DECREASED424,800481,661-56,861-12%$144.7M$118.0M-$26.7M2026-11-02
Stairway Partners, LLC
DECREASED411,336411,691-3550%$123.7M$114.3M-$9.4M2026-10-02
State of New Jersey Common Pension Fund D
UNCHANGED402,418402,41800%$120.9M$111.8M-$9.1M2026-11-05
Accredited Investors Inc.
INCREASED390,718365,770+24,948+7%$109.9M$108.6M-$1.3M2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED354,510366,914-12,404-3%$110.2M$98.5K-$110.1M2026-11-02
Citizens Financial Group Inc
DECREASED333,636374,893-41,257-11%$112.6M$92.7M-$19.9M2026-10-23
Washington Trust Co
DECREASED299,103306,791-7,688-3%$92.2M$83.1M-$9.1M2026-10-22
Lido Advisors, LLC
INCREASED289,869235,920+53,949+23%$70.9M$80.6M+$9.7M2026-11-04
Regions Financial Corp
DECREASED278,378279,006-6280%$83.8M$77.4M-$6.5M2026-11-05
Ferguson Wellman Capital Management, Inc
DECREASED266,279267,097-8180%$80.2M$74.0M-$6.3M2026-10-05
Brookstone Capital Management
DECREASED254,157266,352-12,195-5%$80.0M$70.6M-$9.4M2026-10-22
Kestra Advisory Services, LLC
INCREASED245,630226,671+18,959+8%$68.1M$68.3M+$154.7K2026-11-02
Parkside Investments, LLC
DECREASED236,183249,369-13,186-5%$74.9M$65.6M-$9.3M2026-10-20
Globalt Investments LLC / GA
DECREASED235,604243,530-7,926-3%$73.2M$65.5M-$7.7M2026-10-27
First Financial Bank - Trust Division
DECREASED227,672242,975-15,303-6%$73.0M$63.3M-$9.7M2026-10-01
Wealth Enhancement Advisory Services, LLC
INCREASED200,060158,220+41,840+26%$45.6M$54.3M+$8.7M2026-10-13
Tctc Holdings, LLC
DECREASED198,764198,956-1920%$59.8M$55.2M-$4.5M2026-11-02
Oppenheimer Asset Management Inc.
INCREASED177,123171,712+5,411+3%$51.6M$49.2M-$2.4M2026-10-27
Anderson Hoagland & Co
DECREASED174,017189,028-15,011-8%$56.8M$48.1M-$8.6M2026-10-23
Belvedere Trading LLC
NEW167,937—+167,937——$46.7M—2026-11-05
Choreo, LLC
DECREASED167,125173,234-6,109-4%$39.3M$34.7M-$4.6M2026-10-28
Modera Wealth Management, LLC
INCREASED155,696155,554+142+0%$46.7M$43.3M-$3.5M2026-10-28
Consolidated Investment Group LLC
UNCHANGED155,138155,13800%$46.6M$43.1M-$3.5M2026-11-04
Concurrent Investment Advisors, LLC
DECREASED141,465190,102-48,637-26%$57.1M$39.3M-$17.8M2026-10-16
Factory Mutual Insurance Co
UNCHANGED137,580137,58000%$41.3M$38.2M-$3.1M2026-10-30
Paulson Wealth Management Inc.
DECREASED136,454137,497-1,043-1%$41.3M$37.9M-$3.4M2026-11-02
Pittenger & Anderson Inc
DECREASED134,892137,134-2,242-2%$41.2M$37.5M-$3.7M2026-11-02
Calamos Advisors LLC
INCREASED125,00084,565+40,435+48%$25.4M$34.7M+$9.3M2026-11-02
Waters Parkerson & Co., LLC
INCREASED123,038120,637+2,401+2%$36.2M$34.2M-$2.1M2026-11-04
SteelPeak Wealth, LLC
INCREASED120,31296,759+23,553+24%$29.1M$33.4M+$4.4M2026-10-16
OFS Enterprise LLC
DECREASED119,647120,029-3820%$36.1M$33.2M-$2.8M2026-10-16
Edge Wealth Management LLC
INCREASED114,342114,212+130+0%$34.3M$31.9M-$2.4M2026-10-13
NTV Asset Management LLC
INCREASED113,060103,227+9,833+10%$31.0M$31.4M+$403.7K2026-10-23
D.A. Davidson & Co.
INCREASED112,547112,304+243+0%$33.7M$31.3M-$2.5M2026-10-28
First Horizon Corp
INCREASED109,770105,422+4,348+4%$31.7M$30.5M-$1.2M2026-10-26
Wilmington Savings Fund Society, FSB
INCREASED106,13999,751+6,388+6%$30.0M$29.5M-$475.2K2026-10-23
Ayalon Insurance Comp Ltd.
INCREASED105,83072,420+33,410+46%$21.8K$29.4K+$7.7K2026-10-08
Hengehold Capital Management LLC
INCREASED103,582100,279+3,303+3%$30.1M$28.8M-$1.3M2026-10-16
Greenwood Gearhart LLC
DECREASED103,062176,816-73,754-42%$53.1M$28.6M-$24.5M2026-11-02
Analyst IMS Investment Management Services Ltd.
UNCHANGED102,705102,70500%$30.9M$28.5M-$2.3M2026-11-05
Beirne Wealth Consulting Services, LLC
INCREASED102,21096,580+5,630+6%$29.0M$28.4M-$614.1K2026-10-19
Titleist Asset Management, LLC
DECREASED101,411137,118-35,707-26%$41.2M$28.2M-$13.0M2026-10-08
BIP Wealth, LLC
INCREASED100,03095,927+4,103+4%$28.8M$27.8M-$1.0M2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED99,641114,350-14,709-13%$34.4M$27.7M-$6.7M2026-10-22
Farther Finance Advisors, LLC
INCREASED98,31992,382+5,937+6%$27.8M$27.3M-$431.5K2026-10-08
Valeo Financial Advisors, LLC
DECREASED98,157100,339-2,182-2%$30.1M$27.3M-$2.9M2026-10-08
TD Private Client Wealth LLC
INCREASED97,15382,735+14,418+17%$24.9M$27.0M+$2.1M2026-10-28
Busey Bank
DECREASED96,26697,160-894-1%$29.2M$26.8M-$2.4M2026-10-26
Jacobi Capital Management LLC
DECREASED94,78295,958-1,176-1%$28.8M$26.3M-$2.5M2026-11-05
Kaydan Wealth Management, Inc.
INCREASED93,79670,426+23,370+33%$21.2M$26.1M+$4.9M2026-10-08
Mesirow Financial Investment Management, Inc.
DECREASED93,63295,143-1,511-2%$28.6M$26.0M-$2.6M2026-11-05
J.W. Cole Advisors, Inc.
DECREASED90,16291,810-1,648-2%$27.6M$25.1M-$2.5M2026-11-05
Pictet Asset Management Holding SA
INCREASED86,4435,480+80,963+1477%$1.6M$24.0M+$22.4M2026-11-03
Finley Financial, LLC
DECREASED86,31986,577-2580%$26.0M$24.1M-$1.9M2026-10-28
Tarbox Family Office, Inc.
DECREASED85,56085,850-2900%$25.8M$23.8M-$2.0M2026-10-23
Hillcrest Wealth Advisors - NY, LLC
INCREASED85,14983,009+2,140+3%$24.9M$23.7M-$1.3M2026-10-22
Brighton Jones LLC
DECREASED84,41886,283-1,865-2%$25.9M$23.5M-$2.5M2026-11-03
True Private Wealth Advisors
INCREASED82,71481,229+1,485+2%$24.4M$23.0M-$1.4M2026-10-19
Brewster Financial Planning LLC
DECREASED79,81980,832-1,013-1%$24.3M$22.2M-$2.1M2026-10-13
StoneX Group Inc.
INCREASED78,2575,766+72,491+1257%$1.7M$22.6M+$20.9M2026-11-03
Glenview Trust Co
DECREASED75,05381,483-6,430-8%$24.5M$20.9M-$3.6M2026-10-28
Amarillo National Bank
INCREASED74,85074,408+442+1%$22.4M$20.8M-$1.6M2026-10-23
Guardian Wealth Advisors, LLC
DECREASED73,86874,847-979-1%$22.5M$20.7M-$1.8M2026-10-30
Halbert Hargrove Global Advisors, LLC
DECREASED72,71081,697-8,987-11%$24.5M$20.2M-$4.3M2026-10-16
Salomon & Ludwin, LLC
INCREASED71,77070,681+1,089+2%$21.2M$19.9M-$1.3M2026-10-29
LCM Capital Management Inc
INCREASED71,42871,109+319+0%$21.4M$19.8M-$1.5M2026-10-20
Pinnacle Associates LTD
INCREASED71,34669,970+1,376+2%$21.0M$19.8M-$1.2M2026-10-20
Baron Financial Group, LLC
DECREASED70,50371,916-1,413-2%$21.6M$19.6M-$2.0M2026-10-09
Kanawha Capital Management LLC
DECREASED70,48570,704-2190%$21.2M$19.6M-$1.7M2026-10-19
Farmers & Merchants Investments Inc
DECREASED70,48372,308-1,825-3%$21.7M$19.6M-$2.1M2026-10-22
ANB Bank
DECREASED70,39472,632-2,238-3%$21.8M$19.6M-$2.3M2026-10-09
Verdence Capital Advisors LLC
INCREASED70,19567,964+2,231+3%$20.4M$19.5M-$913.2K2026-10-26
HB Wealth Management, LLC
INCREASED69,62054,929+14,691+27%$16.5M$19.3M+$2.8M2026-10-23
Old National Bancorp
DECREASED69,31370,355-1,042-1%$21.1M$19.3M-$1.9M2026-10-20
New Perspectives, Inc
INCREASED66,61864,653+1,965+3%$19.4M$18.5M-$912.5K2026-10-14
First Heartland Consultants, Inc.
INCREASED65,91144,558+21,353+48%$13.4M$18.3M+$4.9M2026-10-08
Financial Solutions Advisory Group, Inc.
DECREASED64,69866,996-2,298-3%$19.9M$17.5M-$2.4M2026-10-28
Great Waters Wealth Management
DECREASED64,26672,850-8,584-12%$21.9M$17.9M-$4.0M2026-10-07
Symphony Financial, Ltd. Co.
INCREASED63,87650,384+13,492+27%$15.1M$17.8M+$2.7M2026-10-22
Patton Fund Management, Inc.
DECREASED63,71665,767-2,051-3%$19.8M$17.7M-$2.1M2026-10-13
Idaho Trust Co
INCREASED62,27260,120+2,152+4%$18.1M$17.3M-$758.3K2026-11-04
Enclave Advisors LLC
INCREASED60,95559,700+1,255+2%$17.9M$16.9M-$998.2K2026-10-14
Kestra Private Wealth Services, LLC
INCREASED60,23658,007+2,229+4%$17.4M$16.7M-$689.1K2026-10-30
Bokf, NA
INCREASED59,53953,077+6,462+12%$15.9M$16.5M+$598.3K2026-10-27
Sigma Investment Counselors Inc
INCREASED58,84755,246+3,601+7%$16.6M$16.4M-$245.6K2026-10-27
Pinnacle Wealth Management Advisory Group, LLC
DECREASED57,66957,745-760%$17.3M$16.0M-$1.3M2026-10-23
Prospera Financial Services Inc
INCREASED57,56752,817+4,750+9%$15.9M$16.1M+$211.2K2026-11-04
Aspiriant, LLC
INCREASED56,65154,901+1,750+3%$16.5M$15.7M-$753.0K2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED56,51356,51300%$17.0M$15.7M-$1.3M2026-10-29
RTD Financial Advisors, Inc.
DECREASED56,38457,392-1,008-2%$17.2M$15.7M-$1.6M2026-10-09
Park Avenue Securities LLC
INCREASED56,09954,474+1,625+3%$16.4M$15.6K-$16.4M2026-10-26
Independent Financial Group, LLC
DECREASED56,07968,910-12,831-19%$20.7M$15.6M-$5.1M2026-10-13
Eastern Bank
DECREASED52,79660,798-8,002-13%$18.3M$14.7M-$3.6M2026-10-05
Legacy Wealth Management, LLC
DECREASED52,17152,705-534-1%$15.8M$14.5M-$1.3M2026-10-22
Indivisible Partners
INCREASED52,0563,205+48,851+1524%$962.8K$14.5M+$13.5M2026-10-26
Blue Bell Private Wealth Management, LLC
INCREASED51,17950,040+1,139+2%$15.0M$14.2M-$812.4K2026-10-29
Integrated Advisors Network LLC
DECREASED50,57861,120-10,542-17%$18.4M$14.1M-$4.3M2026-10-20
Latigo Investments, LLC
UNCHANGED50,52250,52200%$15.2M$14.0M-$1.1M2026-10-29
Coastline Trust Co
DECREASED50,50868,641-18,133-26%$20.6M$14.0M-$6.6M2026-10-01
Garda Capital Partners LP
INCREASED50,2856,130+44,155+720%$1.8M$14.0M+$12.1M2026-11-04
Sageworth Trust Co
INCREASED50,08550,082+3+0%$15.0M$13.9M-$1.1M2026-10-30
SilverOak Wealth Management LLC
DECREASED49,50751,307-1,800-4%$15.4M$13.8M-$1.7M2026-10-29
Courier Capital LLC
DECREASED49,44551,176-1,731-3%$15.4M$13.7M-$1.6M2026-10-19
Robertson Stephens Wealth Management, LLC
DECREASED49,31456,812-7,498-13%$17.1M$13.7M-$3.4M2026-10-16
Dynamic Advisor Solutions LLC
INCREASED48,88346,539+2,344+5%$14.0M$13.6M-$398.5K2026-10-13
RED Cedar Investment Management, LLC
INCREASED48,86748,738+129+0%$14.6M$13.6M-$1.1M2026-11-04
William Howard & Co Financial Advisors Inc
INCREASED47,64747,589+58+0%$14.3M$13.2M-$1.1M2026-11-04
DT Investment Partners, LLC
DECREASED47,35647,369-130%$14.2M$13.2M-$1.1M2026-10-27
Cornerstone Wealth Management, LLC
INCREASED46,69443,060+3,634+8%$12.9M$13.0M+$38.3K2026-11-04
Fluent Financial, LLC
DECREASED46,27491,126-44,852-49%$27.4M$12.9M-$14.5M2026-10-13
Wesbanco Bank Inc
DECREASED46,10158,779-12,678-22%$17.7M$12.8M-$4.8M2026-11-04
Gray Private Wealth, LLC
INCREASED45,89144,256+1,635+4%$13.3M$12.8M-$543.9K2026-10-28
Consolidated Capital Management, LLC
INCREASED45,73845,735+3+0%$13.7M$12.7M-$1.0M2026-10-13
Arbor Investment Advisors, LLC
INCREASED45,07444,714+360+1%$13.4M$12.5M-$908.6K2026-10-26
XML Financial, LLC
INCREASED44,73943,054+1,685+4%$12.9M$12.4M-$503.1K2026-10-29
Basso Capital Management, L.P.
DECREASED44,38147,770-3,389-7%$14.4M$12.3M-$2.0M2026-10-30
Lodestar Private Asset Management LLC
DECREASED43,60451,447-7,843-15%$15.5M$12.1M-$3.3M2026-10-26
Alpine Bank Wealth Management
UNCHANGED42,60342,60300%$12.8M$11.8M-$961.1K2026-10-16
Grimes & Co Wealth Management, LLC
DECREASED42,56344,146-1,583-4%$13.3M$11.8M-$1.4M2026-10-29
Aspen Investment Management Inc
INCREASED41,54241,217+325+1%$12.4K$11.5M+$11.5M2026-11-05
Conning Inc.
UNCHANGED41,52441,52400%$12.5M$11.5M-$936.8K2026-10-27
Simon Quick Advisors, LLC
INCREASED41,14138,258+2,883+8%$11.5M$11.4M-$62.0K2026-10-26
Meitav Investment House LTD
DECREASED41,08241,446-364-1%$12.5M$11.4M-$1.0M2026-10-28
Nilsine Partners, LLC
DECREASED41,06041,274-214-1%$12.4M$11.4M-$990.6K2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED41,00540,030+975+2%$11.8M$11.2M-$631.1K2026-11-05
Platt Investment Counsel, LLC
INCREASED40,99132,625+8,366+26%$9.8M$11.4M+$1.6M2026-10-07
VestGen Advisors, LLC
DECREASED40,83148,975-8,144-17%$14.7M$11.3M-$3.4M2026-10-27
Asset One Wealth Management LLC
INCREASED40,71236,961+3,751+10%$10.9M$11.3M+$381.7K2026-11-02
Royal Fund Management, LLC
INCREASED40,53939,133+1,406+4%$11.8M$11.3M-$491.9K2026-10-22
Evergreen Capital Management LLC
INCREASED40,45339,672+781+2%$11.9M$11.2M-$677.9K2026-10-23
Compound Planning, Inc.
DECREASED40,22942,212-1,983-5%$12.7M$11.2M-$1.5M2026-11-05
Diversified Portfolios, Inc.
INCREASED40,20939,890+319+1%$12.0M$11.2M-$811.5K2026-11-04
James Investment Research, Inc.
INCREASED39,61239,500+112+0%$11.9M$11.0M-$860.0K2026-10-22
Fulton Breakefield Broenniman LLC
DECREASED39,23739,926-689-2%$12.0M$10.9M-$1.1M2026-11-03
First National Trust Co
DECREASED38,90145,488-6,587-14%$13.7M$10.8M-$2.9M2026-10-28
Associated Banc-Corp
DECREASED38,18038,876-696-2%$11.7M$10.6M-$1.1M2026-10-30
Carret Asset Management, LLC
INCREASED38,12338,043+80+0%$11.4M$10.6M-$836.0K2026-11-04
PKO Investment Management Joint-Stock Co
UNCHANGED38,03338,03300%$11.4M$10.6M-$858.0K2026-10-19
Culbertson A N & Co Inc
DECREASED37,96638,312-346-1%$11.5M$10.6M-$960.5K2026-10-21
Surience Private Wealth LLC
DECREASED37,94238,557-615-2%$11.6M$10.5M-$1.0M2026-10-16
Bailard, Inc.
INCREASED37,80135,988+1,813+5%$10.8M$10.5M-$308.1K2026-10-13
Ascent Group, LLC
INCREASED37,80036,455+1,345+4%$11.0M$10.5M-$448.6K2026-10-30
TSG Advice Partners, LLC
NEW37,692—+37,692——$11.3M—2026-10-29
Howard Capital Management, LLC
DECREASED37,49138,099-608-2%$11.4M$10.4M-$1.0M2026-10-16
Lpwm LLC
INCREASED37,26236,932+330+1%$11.1M$10.4M-$741.5K2026-10-20
Perigon Wealth Management, LLC
DECREASED37,21540,338-3,123-8%$12.1M$10.3M-$1.8M2026-10-22
Daymark Wealth Partners, LLC
DECREASED37,01937,547-528-1%$11.3M$10.3M-$993.8K2026-11-04
Capitol Family Office, Inc.
INCREASED36,90221,447+15,455+72%$6.4M$10.3M+$3.8M2026-10-13
Foster Group, Inc.
DECREASED36,79740,267-3,470-9%$12.1M$10.2M-$1.9M2026-10-13
Tompkins Financial Corp
INCREASED36,62235,005+1,617+5%$10.5M$10.2M-$340.4K2026-10-05
MCF Advisors LLC
DECREASED36,31836,410-920%$10.9M$10.1M-$847.0K2026-10-28
NWF Advisory Services Inc.
INCREASED36,10833,869+2,239+7%$10.2M$10.0M-$141.9K2026-10-19
MacKenzie Financial Corp
INCREASED36,09235,985+107+0%$10.8M$10.0M-$782.1K2026-11-02
LJI Wealth Management, LLC
DECREASED35,90537,265-1,360-4%$11.2M$10.0M-$1.2M2026-10-28
Chicago Partners Investment Group LLC
DECREASED35,85636,238-382-1%$10.6M$9.9M-$697.3K2026-10-27
Moller Wealth Partners
DECREASED35,66135,903-242-1%$10.8M$9.9M-$877.2K2026-10-15
Monument Capital Management
INCREASED35,4979,284+26,213+282%$2.8M$9.9M+$7.1M2026-10-09
Prescott Group Capital Management, L.L.C.
NEW35,000—+35,000——$9.7M—2026-10-30
Country Trust Bank
DECREASED34,52935,887-1,358-4%$10.8M$9.6M-$1.2M2026-10-30
Vavra Capital Management, LLC
DECREASED34,20838,294-4,086-11%$11.5M$9.5M-$2.0M2026-10-14
Rossmore Private Capital
DECREASED33,93134,007-760%$10.2M$9.4M-$788.4K2026-10-27
Central Bank & Trust Co
DECREASED33,38135,612-2,231-6%$10.7M$9.3M-$1.4M2026-10-09
NBT Bank, N.A.
DECREASED32,60132,671-700%$9.8M$9.1M-$756.6K2026-10-21
Palisade Asset Management, LLC
DECREASED32,46832,954-486-1%$9.9M$9.0M-$878.4K2026-11-03
Aspect Partners, LLC
DECREASED31,85961,812-29,953-48%$18.6M$8.9M-$9.7M2026-10-20
Berkshire Money Management, Inc.
INCREASED31,83531,009+826+3%$9.3M$8.8M-$470.1K2026-10-21
Parkside Financial Bank & Trust
DECREASED31,56733,597-2,030-6%$10.1M$8.8M-$1.3M2026-10-27
Jacksonville Wealth Management, LLC
INCREASED31,51827,015+4,503+17%$8.1M$8.8M+$641.9K2026-10-30
Iowa State Bank
INCREASED31,50730,636+871+3%$9.2M$8.8M-$449.1K2026-10-06
St. Louis Trust Co
INCREASED31,43731,427+10+0%$6.6M$8.7M+$2.1M2026-11-03
Eagle Strategies LLC
INCREASED31,42930,645+784+3%$9.2M$8.7M-$473.5K2026-10-16
GreatBanc Trust Co
INCREASED31,10825,961+5,147+20%$7.8M$8.6M+$844.6K2026-11-04
Klingman & Associates, LLC
INCREASED30,89630,863+33+0%$9.3M$8.6M-$686.9K2026-10-20
Dhjj Financial Advisors, Ltd.
INCREASED30,89230,830+62+0%$9.3M$8.6M-$678.2K2026-10-23
Ramsay, Stattman, Vela & Price, Inc.
DECREASED30,87131,340-469-1%$9.4M$8.6M-$837.4K2026-10-19
Allspring Global Investments Holdings, LLC
DECREASED30,657103,601-72,944-70%$31.0M$8.6M-$22.5M2026-11-04
Unique Wealth, LLC
DECREASED30,44030,580-1400%$9.2M$8.5M-$728.8K2026-10-16
Midwest Trust Co
INCREASED30,37129,559+812+3%$8.9M$8.4M-$441.2K2026-10-22
Prime Capital Investment Advisors, LLC
INCREASED30,20928,711+1,498+5%$8.6M$8.4M-$231.6K2026-10-20
Evolution Wealth Advisors, LLC
INCREASED29,97428,017+1,957+7%$8.4M$8.3M-$88.4K2026-11-03
CMG Global Holdings, LLC
INCREASED29,96929,672+297+1%$8.9M$8.3M-$586.6K2026-10-14
Single Point Partners, LLC
INCREASED29,73029,413+317+1%$8.8M$8.3M-$575.4K2026-10-19
BayBridge Capital Group, LLC
INCREASED29,59327,675+1,918+7%$8.3M$8.2M-$91.2K2026-10-13
New England Private Wealth Advisors LLC
INCREASED29,40429,198+206+1%$8.5M$8.2M-$330.6K2026-10-19
Sowell Financial Services LLC
DECREASED29,11234,238-5,126-15%$10.3M$8.1M-$2.2M2026-10-23
SimpliFi, Inc.
DECREASED29,08830,492-1,404-5%$9.2M$8.1M-$1.1M2026-10-28
Venture Visionary Partners LLC
INCREASED28,75726,388+2,369+9%$7.9M$8.0M+$63.2K2026-10-07
Cullen T Bankers, Inc.
INCREASED28,70128,598+103+0%$8.6M$8.0M-$616.5K2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED28,63228,821-189-1%$8.7M$8.0M-$702.7K2026-11-03
Dumont & Blake Investment Advisors LLC
DECREASED28,41528,642-227-1%$8.6M$7.9M-$709.1K2026-10-28
Avidian Wealth Enterprises, LLC
INCREASED28,25827,959+299+1%$8.4M$7.9M-$547.5K2026-10-08
IFP Advisors, Inc
INCREASED27,88725,119+2,768+11%$7.5M$7.7M+$202.5K2026-10-16
Riggs Asset Managment Co. Inc.
INCREASED27,50727,177+330+1%$8.2M$7.6M-$521.4K2026-11-05
Fifth Third Wealth Advisors LLC
DECREASED27,42627,575-149-1%$8.3M$7.6M-$663.5K2026-10-22
JFS Wealth Advisors, LLC
DECREASED27,22727,427-200-1%$8.2M$7.6M-$674.5K2026-11-03
First Citizens Bank & Trust Co
DECREASED27,19029,787-2,597-9%$8.9M$7.6M-$1.4M2026-10-14
Fifth Third Securities, Inc.
INCREASED26,90721,583+5,324+25%$6.5M$7.5M+$992.6K2026-10-21
Jcic Asset Management Inc.
INCREASED26,87125,890+981+4%$6.4M$7.5M+$1.0M2026-10-30
Americana Partners, LLC
INCREASED26,74226,585+157+1%$8.0M$7.4M-$556.5K2026-10-28
Independence Bank of Kentucky
DECREASED26,72327,712-989-4%$8.3M$7.4M-$900.0K2026-10-26
Beacon Investment Advisory Services, Inc.
DECREASED26,54226,636-940%$8.0M$7.4M-$627.0K2026-10-13
Investors Asset Management of Georgia Inc
INCREASED26,45726,244+213+1%$7.9M$7.4M-$532.8K2026-10-20
Thrivent Financial for Lutherans
INCREASED26,37524,048+2,327+10%$7.2M$7.3M+$136.0K2026-11-05
YHB Investment Advisors, Inc.
INCREASED26,19625,841+355+1%$7.8M$7.3M-$484.3K2026-10-08
Capstone Wealth Management Group, LLC
INCREASED25,99920,562+5,437+26%$6.2M$6.3M+$112.9K2026-11-05
Clear Creek Financial Management, LLC
DECREASED25,83342,739-16,906-40%$12.8M$7.2M-$5.7M2026-10-28
Oppenheimer & Co Inc
DECREASED25,78432,191-6,407-20%$9.7M$7.2M-$2.5M2026-10-26
Three Bridge Wealth Advisors, LLC
INCREASED25,76725,092+675+3%$7.5M$7.2M-$378.5K2026-11-05
Axxcess Wealth Management, LLC
DECREASED25,60725,964-357-1%$7.8M$7.1M-$684.9K2026-10-21
Peddock Capital Advisors, LLC
DECREASED25,56625,813-247-1%$7.8M$7.1M-$651.0K2026-10-16
Meridian Wealth Management, LLC
DECREASED25,51825,657-139-1%$7.7M$7.1M-$617.7K2026-11-05
Fearless Solutions, LLC dba Best Invest
INCREASED25,50125,486+15+0%$7.7M$7.1M-$570.8K2026-10-14
Boston Trust Walden Corp
INCREASED25,26622,352+2,914+13%$6.7M$7.0M+$305.5K2026-10-30
Apella Capital, LLC
INCREASED25,09219,923+5,169+26%$5.9M$7.0M+$1.1M2026-10-08
Union Savings Bank
DECREASED24,98625,308-322-1%$7.6M$6.9M-$660.4K2026-10-14
Madrid Financial Services
INCREASED24,85124,438+413+2%$7.3M$6.9M-$436.5K2026-11-03
Wincap Financial LLC
INCREASED24,72524,414+311+1%$7.3M$6.9M-$464.2K2026-10-20
Williams Jones Wealth Management, Llc.
INCREASED24,64424,196+448+2%$7.3M$6.8M-$421.4K2026-11-05
Crescent Grove Advisors, LLC
INCREASED24,54522,227+2,318+10%$6.7M$6.8M+$142.7K2026-10-21
Welch & Forbes LLC
DECREASED24,48624,806-320-1%$7.5M$6.8M-$648.6K2026-11-04
Canton Hathaway, LLC
INCREASED24,43124,411+20+0%$7.3M$6.8M-$545.2K2026-10-23
Farmers & Merchants Trust Co of Long Beach
INCREASED24,33023,381+949+4%$7.0M$6.8M-$263.8K2026-10-22
PFW Advisors LLC
DECREASED24,28824,589-301-1%$7.4M$6.7M-$638.4K2026-10-07
McKinley Carter Wealth Services, Inc.
DECREASED23,85323,903-500%$7.2M$6.6M-$553.2K2026-10-16
Clark Financial Services Group Inc
DECREASED23,82323,826-30%$7.2M$6.6M-$538.3K2026-10-19
Ryan Investment Management, Inc.
INCREASED23,54122,356+1,185+5%$6.7M$6.5M-$175.1K2026-10-20
Pinkerton Wealth, LLC
DECREASED23,519751,445-727,926-97%$186.4M$6.5M-$179.8M2026-10-29
Virtue Capital Management, LLC
NEW23,489—+23,489——$6.5M—2026-10-29
Parallel Advisors, LLC
DECREASED23,43424,103-669-3%$7.2M$6.5M-$729.7K2026-11-03
City Holding Co
DECREASED23,33123,666-335-1%$7.1M$6.5M-$627.0K2026-10-19
Diversify Wealth Management, LLC
DECREASED23,14655,597-32,451-58%$16.3M$6.4M-$9.9M2026-10-20
Diversify Advisory Services, LLC
DECREASED23,14655,597-32,451-58%$16.3M$6.4M-$9.9M2026-10-20
Nvwm, LLC
DECREASED22,87924,049-1,170-5%$7.2M$6.4M-$867.7K2026-10-14
Novem Group
INCREASED22,87022,418+452+2%$6.7M$6.4M-$379.9K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED22,85217,230+5,622+33%$5.2M$6.4M+$1.2M2026-10-21
Trust Co of Toledo NA
INCREASED22,83522,434+401+2%$6.7M$6.3M-$394.7K2026-10-16
Rockingstone Advisors LLC
INCREASED22,71822,716+2+0%$6.8M$6.3M-$511.9K2026-10-16
RFG Advisory, LLC
INCREASED22,68418,947+3,737+20%$5.7M$6.3M+$611.2K2026-11-03
Pinnacle Wealth Management Group, Inc.
INCREASED22,62522,424+201+1%$6.7M$6.3M-$450.3K2026-10-15
True Freedom Investing, LLC
DECREASED22,604904,461-881,857-97%$224.3M$6.3M-$218.0M2026-10-29
E&G Advisors, LLC
INCREASED22,60322,319+284+1%$6.7M$6.3M-$424.6K2026-10-13
Lifestyle Asset Management, Inc.
INCREASED22,45621,366+1,090+5%$6.4M$6.2M-$179.0K2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED22,45025,846-3,396-13%$7.8M$6.2M-$1.5M2026-10-13
Amtrust Financial Services, Inc.
UNCHANGED22,20022,20000%$6.7M$6.2M-$500.8K2026-10-19
Duncker Streett & Co Inc
INCREASED22,11021,986+124+1%$6.6M$6.1M-$461.5K2026-10-27
Vise Technologies, Inc.
INCREASED22,03219,830+2,202+11%$6.0M$6.1M+$164.6K2026-10-29
IronBridge Private Wealth, LLC
DECREASED22,02622,493-467-2%$6.8M$6.1M-$637.2K2026-11-03
Helios Capital Management Pte. LTD
UNCHANGED22,00022,00000%$6.6M$6.1M-$496.3K2026-10-14
Laurel Wealth Advisors LLC
INCREASED21,99821,013+985+5%$6.3M$6.1M-$200.3K2026-10-27
CWA Asset Management Group, LLC
DECREASED21,92322,412-489-2%$6.7M$6.1M-$641.4K2026-10-19
Meridian Investment Counsel Inc.
DECREASED21,89322,352-459-2%$6.7M$6.1M-$631.8K2026-10-14
Cordgrass Capital Advisors, LLC
DECREASED21,68422,192-508-2%$6.7M$6.0M-$642.0K2026-10-30
St. Johns Investment Management Company, LLC
DECREASED21,50621,877-371-2%$6.6M$6.0M-$596.6K2026-10-30
Arcadia Investment Advisors LLC
DECREASED21,43721,596-159-1%$6.5M$6.0M-$531.4K2026-10-13
Stordahl Capital Management, Inc.
DECREASED21,38821,530-142-1%$6.5M$5.9M-$525.3K2026-10-22
Fire Capital Management LLC
INCREASED21,25817,927+3,331+19%$5.4M$5.9M+$521.2K2026-10-27
Carnegie Investment Counsel
INCREASED21,16720,382+785+4%$6.1M$5.9M-$241.5K2026-10-20
Fort Washington Investment Advisors Inc
DECREASED21,14022,159-1,019-5%$6.7M$5.9M-$783.1K2026-10-15
Fairway Wealth LLC
INCREASED20,78918,821+1,968+10%$5.7M$5.8M+$122.3K2026-10-30
Smith Chas P & Associates PA Cpas
DECREASED20,74420,750-60%$6.2M$5.6M-$624.3K2026-10-22
VVR Holdings LLC
INCREASED20,65820,057+601+3%$6.0M$5.7M-$285.5K2026-10-19
Washington Trust Bank
INCREASED20,44617,491+2,955+17%$5.3M$5.7M+$426.6K2026-11-03
Vista Finance, LLC
INCREASED20,44320,244+199+1%$6.1M$5.7M-$401.3K2026-10-23
Davenport & Co LLC
INCREASED20,14217,874+2,268+13%$5.4M$5.6M+$227.2K2026-10-14
Mather Group, Llc.
INCREASED20,00716,103+3,904+24%$4.8M$5.6M+$721.6K2026-10-14
AUA Capital Management, LLC
DECREASED19,93320,794-861-4%$6.2M$5.5M-$708.4K2026-10-15
Addenda Capital Inc.
INCREASED19,91018,910+1,000+5%$5.7M$5.5M-$147.3K2026-10-13
Certuity, LLC
INCREASED19,79516,382+3,413+21%$4.9M$5.5M+$578.9K2026-11-02
Smith & Howard Wealth Management, LLC
DECREASED19,76920,209-440-2%$6.1M$5.5M-$578.2K2026-10-27
TCV Trust & Wealth Management, Inc.
DECREASED19,76819,934-166-1%$6.0M$5.5M-$495.8K2026-10-16
Blue Trust, Inc.
INCREASED19,6063,739+15,867+424%$1.1M$5.4M+$4.3M2026-10-15
Addis & Hill, Inc
UNCHANGED19,21619,21600%$5.8M$5.8M$02026-10-19
Cannon Advisors, Inc.
DECREASED19,16921,640-2,471-11%$6.4M$5.3M-$1.1M2026-10-14
Parisi Gray Wealth Management
DECREASED19,07133,128-14,057-42%$10.0M$5.3M-$4.7M2026-10-16
Nixon Peabody Trust Co
INCREASED19,0356,755+12,280+182%$2.0M$5.3M+$3.3M2026-10-23
Sarasin & Partners LLP
INCREASED18,93317,573+1,360+8%$5.3M$5.3M-$18.5K2026-10-13
Macco Financial Group, Inc.
DECREASED18,89722,612-3,715-16%$6.8M$5.3M-$1.5M2026-11-05
Corepath Wealth Partners LLC
DECREASED18,84120,583-1,742-8%$6.0M$5.2M-$808.3K2026-10-21
Lanark Financial, Inc.
INCREASED18,82018,014+806+4%$5.4M$5.2M-$182.5K2026-10-26
FSA Wealth Partners, Inc.
INCREASED18,41318,150+263+1%$5.5M$5.1M-$336.4K2026-10-26
Steph & Co
DECREASED18,38519,262-877-5%$5.8M$5.1M-$678.3K2026-10-07
C2c Wealth Management, LLC
DECREASED18,36018,705-345-2%$5.6M$5.1M-$517.8K2026-10-20
Sigma Planning Corp
DECREASED18,33820,404-2,066-10%$6.1M$5.1M-$1.1M2026-10-23
Sunburst Financial Group, LLC
UNCHANGED18,25418,25400%$5.5M$5.1M-$411.8K2026-10-09
Canandaigua National Bank & Trust Co
DECREASED18,22818,292-640%$5.5M$5.1M-$430.5K2026-10-07
Ironsides Asset Advisors, LLC
DECREASED18,19920,793-2,594-12%$6.2M$5.1M-$1.2M2026-10-20
Krane Financial Solutions LLC
DECREASED18,18218,360-178-1%$5.5M$5.1M-$463.8K2026-10-30
Summit Place Financial Advisors, LLC
DECREASED18,13119,131-1,000-5%$5.7M$5.0M-$709.5K2026-10-23
TD Waterhouse Canada Inc.
INCREASED18,11317,735+378+2%$5.3M$5.1M-$253.7K2026-10-16
Marquette Asset Management, LLC
DECREASED18,06718,308-241-1%$5.5M$5.0M-$480.0K2026-10-09
Fulton Bank, N.A.
DECREASED17,82517,956-131-1%$5.4M$5.0M-$441.5K2026-10-14
Wedmont Private Capital
DECREASED17,70017,876-176-1%$5.3M$4.9M-$378.1K2026-10-09
Strategic Equity Management
DECREASED17,67045,717-28,047-61%$13.7M$4.9M-$8.8M2026-11-04
Guided Capital Wealth Management, LLC
DECREASED17,65117,691-400%$5.3M$4.9M-$410.2K2026-10-21
Acropolis Investment Management, LLC
DECREASED17,63117,963-332-2%$5.4M$4.9M-$497.5K2026-10-08
Mycio Wealth Partners, LLC
INCREASED17,49014,550+2,940+20%$4.4M$4.9M+$488.7K2026-11-04
Equitable Trust Co
DECREASED17,45817,713-255-1%$5.3M$4.9M-$470.5K2026-10-13
Bryn Mawr Trust Advisors, LLC
INCREASED17,41315,367+2,046+13%$4.6M$4.8M+$221.9K2026-11-04
Toth Financial Advisory Corp
INCREASED17,34610,389+6,957+67%$3.1M$4.8M+$1.7M2026-10-08
Appleton Partners Inc
DECREASED17,20617,750-544-3%$5.3M$4.8K-$5.3M2026-10-30
PFG Advisors
INCREASED17,05915,183+1,876+12%$4.6M$4.7M+$178.6K2026-10-16
Private Trust Co NA
DECREASED16,96018,589-1,629-9%$5.6M$4.7M-$872.2K2026-10-20
Auour Investments LLC
DECREASED16,92717,025-98-1%$5.1M$4.7M-$411.4K2026-10-28
Atria Investments, Inc
DECREASED16,71952,620-35,901-68%$15.8M$4.6M-$11.2M2026-10-15
HUB Investment Partners, LLC
DECREASED16,70818,003-1,295-7%$5.4M$4.6M-$766.0K2026-11-03
Crestwood Advisors Group, LLC
DECREASED16,64816,864-216-1%$5.1M$4.6M-$440.5K2026-10-27
Diversified Enterprises, LLC
INCREASED16,62213,073+3,549+27%$3.9M$4.6M+$691.1K2026-10-19
Ndwm LLC
INCREASED16,50615,655+851+5%$4.7M$4.6M-$116.7K2026-11-05
Sincerus Advisory, LLC
INCREASED16,45816,302+156+1%$4.9M$4.6M-$324.3K2026-10-09
Pinnacle Wealth Planning Services, Inc.
DECREASED16,39621,319-4,923-23%$6.4M$4.6M-$1.8M2026-10-27
AlphaCore Capital LLC
INCREASED16,35213,831+2,521+18%$4.2M$4.5M+$388.5K2026-11-04
Patten & Patten Inc
INCREASED16,29715,957+340+2%$4.8M$4.5M-$265.5K2026-10-26
Inman Jager Wealth Management, LLC
DECREASED16,05216,071-190%$4.8M$4.5M-$367.8K2026-11-05
American Assets Investment Management, LLC
UNCHANGED16,00016,00000%$4.8M$4.4M-$361.0K2026-10-30
CoreCap Advisors, LLC
DECREASED15,99433,640-17,646-52%$10.1M$4.4M-$5.7M2026-10-08
Harmony Asset Management LLC
DECREASED15,98415,994-100%$4.8M$4.4M-$363.6K2026-10-20
Firestone Capital Management
DECREASED15,97516,087-112-1%$4.8M$4.4M-$394.3K2026-11-03
Doliver Advisors, LP
DECREASED15,92016,173-253-2%$4.9M$4.4M-$435.2K2026-10-01
Spire Wealth Management
DECREASED15,79120,445-4,654-23%$6.1M$4.4M-$1.8M2026-10-30
OpenArc Corporate Advisory, LLC
INCREASED15,69215,552+140+1%$4.7M$4.4M-$311.8K2026-10-21
Founders Financial Securities LLC
INCREASED15,6382,530+13,108+518%$760.2K$4.3M+$3.6M2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED15,58815,558+30+0%$4.7M$4.3M-$342.6K2026-10-20
Walkner Condon Financial Advisors LLC
INCREASED15,54115,475+66+0%$4.6M$4.3M-$330.8K2026-11-02
Connecticut Wealth Management, LLC
DECREASED15,30215,979-677-4%$4.8M$4.3M-$548.4K2026-10-13
Apollon Wealth Management, LLC
INCREASED15,29213,588+1,704+13%$4.1M$4.2M+$167.1K2026-10-23
BankPlus Wealth Management LLC
DECREASED15,29116,143-852-5%$4.9M$4.3M-$600.9K2026-10-13
Joel Isaacson & Co., LLC
INCREASED15,27215,233+39+0%$4.6M$4.2M-$332.9K2026-11-05
Heritage Investors Management Corp
DECREASED15,25916,722-1,463-9%$5.0M$4.2K-$5.0M2026-10-29
Richard P Slaughter Associates Inc
DECREASED15,22417,243-2,019-12%$5.2M$4.2M-$950.1K2026-10-13
Chemung Canal Trust Co
INCREASED15,22113,492+1,729+13%$4.1M$4.2M+$176.1K2026-11-04
Buck Wealth Strategies, LLC
INCREASED15,2029,499+5,703+60%$2.9M$4.2M+$1.4M2026-10-28
WealthBridge Capital Management, LLC
DECREASED15,18315,325-142-1%$4.6M$4.2M-$385.4K2026-10-16
Banque Pictet & CIE SA
INCREASED15,11914,921+198+1%$4.5M$4.2M-$281.6K2026-10-16
Salem Investment Counselors Inc
INCREASED15,01813,443+1,575+12%$4.0M$4.2M+$134.4K2026-10-13
Plancorp, LLC
INCREASED14,93111,721+3,210+27%$3.4M$4.2M+$730.9K2026-11-03
Wealth Advisory Solutions, LLC
DECREASED14,92015,094-174-1%$4.5M$4.1M-$388.8K2026-10-20
Sagespring Wealth Partners, LLC
INCREASED14,87414,597+277+2%$4.4M$4.1M-$252.2K2026-10-22
Trifecta Capital Advisors, LLC
INCREASED14,84014,568+272+2%$4.4M$4.1M-$253.2K2026-10-21
Corundum Group, Inc.
INCREASED14,77914,006+773+6%$4.2M$4.1M-$101.2K2026-10-28
International Assets Investment Management, LLC
DECREASED14,77016,517-1,747-11%$4.9M$4.1M-$822.8K2026-11-02
Franklin, Parlapiano, Turner & Welch, LLC
DECREASED14,68415,151-467-3%$4.6M$4.1M-$471.6K2026-10-30
Gateway Investment Advisers LLC
INCREASED14,6167,661+6,955+91%$2.3M$4.1M+$1.8M2026-10-13
Mission Wealth Management, LP
DECREASED14,60117,056-2,455-14%$5.1M$4.1M-$1.1M2026-10-15
First Merchants Corp
INCREASED14,46414,337+127+1%$4.3M$4.0M-$288.2K2026-10-15
Ninety One SA (PTY) Ltd
UNCHANGED14,35714,35700%$4.3M$4.0M-$269.5K2026-10-15
Signature Equity Partners, LLC
INCREASED14,23013,162+1,068+8%$4.0M$4.0M-$1932026-10-29
Viewpoint Capital Management LLC
INCREASED14,20613,706+500+4%$4.1M$3.9M-$170.2K2026-10-27
Manchester Capital Management LLC
DECREASED14,19214,202-100%$4.3M$3.9M-$323.2K2026-10-22
Birch Hill Investment Advisors LLC
UNCHANGED14,15614,15600%$4.3M$3.9M-$319.4K2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED14,14212,124+2,018+17%$3.6M$3.9M+$287.5K2026-10-23
GC Wealth Management RIA, LLC
DECREASED14,00515,064-1,059-7%$4.5M$3.9M-$633.9K2026-11-02
Quadrant Capital Group LLC
DECREASED13,75614,019-263-2%$4.2M$3.8M-$405.9K2026-10-20
Montag A & Associates Inc
DECREASED13,73013,792-620%$4.1M$3.8M-$328.4K2026-10-29
AdvisorNet Financial, Inc
INCREASED13,70713,516+191+1%$4.1M$3.7M-$341.4K2026-10-15
Evermay Wealth Management LLC
DECREASED13,62914,010-381-3%$4.2M$3.8M-$421.9K2026-11-05
Harbour Capital Advisors, LLC
DECREASED13,58313,598-150%$4.0M$3.8M-$250.3K2026-10-13
Nicholas Hoffman & Company, Llc.
INCREASED13,49813,239+259+2%$4.0M$3.8M-$226.7K2026-10-30
Comprehensive Financial Consultants Institutional, Inc.
DECREASED13,48513,857-372-3%$4.2M$3.7M-$416.0K2026-10-15
Davidson Trust Co
UNCHANGED13,46913,46900%$4.0M$3.7M-$303.9K2026-10-09
Bison Wealth, LLC
INCREASED13,44511,310+2,135+19%$3.4M$3.7M+$355.7K2026-10-13
Seamount Financial Group Inc
INCREASED13,39713,235+162+1%$4.0M$3.7M-$253.4K2026-10-21
Chatham Capital Group, Inc.
INCREASED13,3259,344+3,981+43%$2.8M$3.7M+$895.5K2026-10-16
Cranbrook Wealth Management, LLC
INCREASED13,23013,133+97+1%$3.9M$3.7M-$269.5K2026-10-28
Independence Wealth Advisors, LLC
DECREASED13,17713,886-709-5%$4.2M$3.7M-$505.9K2026-10-29
Principal Financial Group Inc
DECREASED13,15613,335-179-1%$4.0M$3.7M-$350.6K2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED13,10812,759+349+3%$3.8M$3.6M-$190.9K2026-10-14
Vision Capital Management, Inc.
DECREASED13,06613,157-91-1%$4.0M$3.6M-$322.1K2026-10-20
Flagstar Securities, Inc
INCREASED12,99511,982+1,013+8%$3.6M$3.6M+$11.1K2026-10-15
Leslie Global Wealth, LLC
INCREASED12,94610,872+2,074+19%$3.3M$3.6M+$331.1K2026-10-26
Larson Financial Group LLC
INCREASED12,8889,983+2,905+29%$3.0M$3.6M+$581.9K2026-11-05
Assetmark, Inc
INCREASED12,8469,471+3,375+36%$2.8M$3.6M+$724.2K2026-10-21
Rebalance, LLC
INCREASED12,80812,774+34+0%$3.8M$3.6M-$278.9K2026-10-22
M Holdings Securities, Inc.
NEW12,796—+12,796——$3.6M—2026-11-03
Beam Wealth Advisors, Inc.
DECREASED12,70813,607-899-7%$4.1M$3.5M-$557.0K2026-11-03
Breakthru Advisory Services, LLC
UNCHANGED12,64212,64200%$3.8M$3.5M-$285.2K2026-10-13
Central Pacific Bank - Trust Division
DECREASED12,53112,772-241-2%$3.8M$3.5M-$355.1K2026-10-06
Archer Investment Corp
INCREASED12,52512,333+192+2%$3.7M$3.5M-$224.9K2026-11-05
Avior Wealth Management, LLC
DECREASED12,45514,277-1,822-13%$4.3M$3.4M-$826.3K2026-10-13
Almanack Investment Partners, Llc.
DECREASED12,25313,182-929-7%$4.0M$3.4M-$555.7K2026-11-03
ASL Financial, LLC
DECREASED12,24612,332-86-1%$3.7M$3.4M-$316.1K2026-10-15
Provenance Wealth Advisors, LLC
INCREASED12,22211,292+930+8%$3.4M$3.4M+$3.6K2026-10-30
Pines Wealth Management, LLC
DECREASED12,18112,482-301-2%$3.8M$3.4M-$365.2K2026-10-21
Summit Wealth Group LLC / Co
INCREASED12,1101,348+10,762+798%$405.1K$3.4M+$3.0M2026-10-29
3Chopt Investment Partners, LLC
DECREASED11,87311,891-180%$3.6M$3.3M-$273.3K2026-10-30
USA Financial Formulas
NEW11,842—+11,842——$3.3M—2026-10-16
Prudent Man Advisors, LLC
DECREASED11,81011,826-160%$3.6M$3.3M-$271.2K2026-11-03
Quadcap Wealth Management, LLC
INCREASED11,64811,636+12+0%$3.5M$3.2M-$259.2K2026-11-02
Burke & Herbert Bank & Trust Co
INCREASED11,58811,043+545+5%$3.3M$3.2M-$97.7K2026-11-02
Clientfirst Wealth Management, LLC
DECREASED11,42811,603-175-2%$3.5M$3.2M-$310.4K2026-11-04
Facet Wealth, Inc.
INCREASED11,36511,107+258+2%$3.3M$3.2M-$178.9K2026-11-04
Maxi Investments CY Ltd
DECREASED11,23516,570-5,335-32%$5.0M$3.1K-$5.0M2026-10-26
Integrity Alliance, Llc.
DECREASED11,17712,865-1,688-13%$3.9M$3.1M-$759.5K2026-10-29
Capital Investment Advisory Services, LLC
DECREASED11,09812,529-1,431-11%$3.8M$3.1M-$677.7K2026-10-30
Paragon Private Wealth Management, LLC
INCREASED11,0929,681+1,411+15%$2.9M$3.1M+$173.6K2026-10-20
SAX Wealth Advisors, LLC
INCREASED10,9474,018+6,929+172%$996.5K$3.0M+$2.0M2026-10-13
Visionary Wealth Advisors
INCREASED10,89510,583+312+3%$3.2M$3.0M-$152.1K2026-11-04
Greenleaf Trust
DECREASED10,87413,911-3,037-22%$4.2M$3.0M-$1.2M2026-10-29
Abundance Wealth Counselors
DECREASED10,87013,098-2,228-17%$3.9M$3.0M-$914.8K2026-10-26
LifeSteps Financial, Inc.
DECREASED10,79511,702-907-8%$3.5M$3.0M-$516.1K2026-10-15
Forte Asset Management LLC
DECREASED10,78810,935-147-1%$3.3M$3.0M-$287.7K2026-10-13
Allodium Investment Consultants, LLC
DECREASED10,78710,877-90-1%$3.3M$3.0M-$270.4K2026-10-14
Wedbush Securities Inc
DECREASED10,73413,285-2,551-19%$4.0M$3.0K-$4.0M2026-10-22
Nations Financial Group Inc,
INCREASED10,71310,182+531+5%$3.1M$3.0M-$82.2K2026-11-05
Lyell Wealth Management, LP
INCREASED10,6999,974+725+7%$3.0M$3.0M-$23.5K2026-10-30
Forvis Mazars Wealth Advisors, LLC
DECREASED10,65710,683-260%$3.2M$3.0M-$248.2K2026-10-13
Parr Mcknight Wealth Management Group, LLC
UNCHANGED10,60910,60900%$3.2M$2.9M-$239.3K2026-10-30
Genesee Capital Advisors, LLC
DECREASED10,59810,849-251-2%$3.3M$2.9M-$314.4K2026-10-20
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED10,59710,598-10%$3.2M$2.9M-$239.4K2026-10-16
Redw Wealth LLC
DECREASED10,59611,209-613-5%$3.4M$2.9M-$423.3K2026-11-02
Udine Wealth Management, Inc.
INCREASED10,49610,309+187+2%$3.1M$2.9M-$180.6K2026-10-23
Frederick Financial Consultants, LLC
INCREASED10,40910,384+25+0%$3.1M$2.9M-$227.3K2026-10-29
Anchor Capital Advisors LLC
DECREASED10,40110,602-201-2%$3.2M$2.9M-$295.0K2026-11-05
Segment Wealth Management, LLC
INCREASED10,3006,900+3,400+49%$2.1M$2.9M+$789.2K2026-10-26
Soltis Investment Advisors LLC
INCREASED10,2667,785+2,481+32%$2.3M$2.9M+$513.6K2026-10-28
Cosner Financial Group, LLC
INCREASED10,24610,084+162+2%$3.0M$2.8M-$182.5K2026-11-03
Virtue Asset Management LLC
DECREASED10,20310,213-100%$3.1M$2.8M-$233.2K2026-10-21
American Institute for Advanced Investment Management, LLP
DECREASED10,17710,912-735-7%$3.3M$2.8M-$450.5K2026-11-03
Gerber Kawasaki Wealth & Investment Management
INCREASED10,14310,002+141+1%$3.0M$2.8M-$186.5K2026-10-29
CWC Advisors, Llc.
DECREASED10,13711,104-967-9%$3.3M$2.8M-$519.2K2026-10-15
GEM Asset Management, LLC
DECREASED10,07810,908-830-8%$3.3M$2.8M-$476.7K2026-10-13
Quattro Financial Advisors LLC
UNCHANGED10,00010,00000%$3.0M$2.8M-$225.6K2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED9,9859,398+587+6%$2.8M$2.8M-$48.9K2026-10-27
DWR Wealth Management, LLC
DECREASED9,96810,100-132-1%$3.0M$2.8M-$238.4K2026-10-13
Ashton Thomas Securities, LLC
NEW9,939—+9,939——$2.8M—2026-10-26
Matrix Asset Advisors Inc
DECREASED9,80810,097-289-3%$3.0M$2.7M-$308.1K2026-10-13
KCM Investment Advisors LLC
INCREASED9,8019,477+324+3%$2.8M$2.7M-$123.8K2026-10-27
Revolve Wealth Partners, LLC
DECREASED9,6799,701-220%$2.9M$2.7M-$224.9K2026-10-23
Southern Capital Advisors, LLC
INCREASED9,6409,631+9+0%$2.9M$2.7M-$214.8K2026-10-26
Jessup Wealth Management, Inc
DECREASED9,63110,071-440-4%$3.0M$2.7M-$349.5K2026-10-20
Parsons Capital Management Inc
INCREASED9,6218,610+1,011+12%$2.6M$2.7M+$86.8K2026-10-28
RKL Wealth Management LLC
DECREASED9,6209,630-100%$2.9M$2.7M-$220.1K2026-10-16
Pacific Capital Wealth Advisors, Inc.
DECREASED9,5799,982-403-4%$3.0M$2.7M-$337.2K2026-10-22
Sachem Hill LLC
DECREASED9,5569,720-164-2%$2.9M$2.7M-$265.1K2026-10-14
Lakeshore Financial Planning, Inc.
INCREASED9,5428,104+1,438+18%$2.4M$2.7M+$216.7K2026-10-13
Mlp3, LLC
INCREASED9,4978,877+620+7%$2.7M$2.6M-$27.7K2026-10-22
jvl associates llc
UNCHANGED9,4169,41600%$2.8M$2.6M-$212.4K2026-10-09
West Bancorporation Inc
DECREASED9,4099,898-489-5%$3.0M$2.6M-$359.2K2026-10-29
RMR Wealth Builders
DECREASED9,39510,238-843-8%$3.1M$2.6M-$465.1K2026-10-22
Claro Advisors Inc.
DECREASED9,3779,479-102-1%$2.8M$2.6M-$242.0K2026-11-02
Gridiron Partners, LLC
UNCHANGED9,3539,35300%$2.8M$2.6M-$211.0K2026-10-08
Trust Point Inc.
INCREASED9,3239,023+300+3%$2.7M$2.6M-$120.2K2026-10-27
Absolute Capital Management, LLC
DECREASED9,2819,283-20%$2.8M$2.6M-$210.0K2026-10-16
Sonata Capital Group Inc
INCREASED9,2729,215+57+1%$2.8M$2.6M-$191.8K2026-10-19
Essex Bank
DECREASED9,1409,365-225-2%$2.8M$2.5M-$273.8K2026-10-16
Childress Capital Advisors, LLC
INCREASED9,1079,062+45+1%$2.7M$2.5M-$192.1K2026-10-28
Thompson Siegel & Walmsley LLC
UNCHANGED9,0679,06700%$2.7M$2.5M-$204.0K2026-11-05
Legacy Bridge, LLC
DECREASED9,0669,076-100%$2.7M$2.5M-$207.5K2026-10-28
Value Investment Professionals, LLC
INCREASED9,0258,986+39+0%$2.7M$2.5M-$191.6K2026-10-13
Trust Co of Vermont
INCREASED9,0057,388+1,617+22%$2.2M$2.5M+$282.7K2026-10-21
Innealta Capital, LLC
UNCHANGED9,0029,00200%$2.7M$2.5M-$203.1K2026-11-02
Tanager Wealth Management LLP
DECREASED8,9819,168-187-2%$2.8M$2.5M-$258.8K2026-10-19
Gryphon Financial Partners LLC
INCREASED8,9578,857+100+1%$2.7M$2.5M-$171.9K2026-11-04
Advisor OS, LLC
INCREASED8,9538,828+125+1%$2.7M$2.5M-$164.3K2026-11-03
Aaron Wealth Advisors LLC
DECREASED8,9299,010-81-1%$2.7M$2.5M-$225.8K2026-10-13
PKS Advisory Services, LLC
UNCHANGED8,8688,86800%$2.7M$2.7M$02026-10-26
Angeles Wealth Management, LLC
UNCHANGED8,8468,84600%$2.7M$2.5M-$199.6K2026-10-26
Baxter Bros Inc
UNCHANGED8,7598,75900%$2.6M$2.4M-$197.6K2026-11-04
Simplicity Wealth,LLC
INCREASED8,6867,192+1,494+21%$2.2M$2.4M+$253.0K2026-10-23
Confluence Wealth Services, Inc.
INCREASED8,6677,889+778+10%$2.4M$2.4M+$38.2K2026-11-05
United Advisor Group, LLC
DECREASED8,5509,185-635-7%$2.8M$2.4M-$383.8K2026-11-03
Sterling Investment Advisors LLC
INCREASED8,5097,778+731+9%$2.3M$2.4M+$27.5K2026-10-27
Miller Financial Services LLC
DECREASED8,4688,605-137-2%$2.6M$2.4M-$232.1K2026-10-20
Csenge Advisory Group
INCREASED8,4588,369+89+1%$2.5M$2.4M-$164.1K2026-11-04
Indiana Trust & Investment Management Co
DECREASED8,4358,613-178-2%$2.6M$2.3M-$243.8K2026-10-22
Seneca Financial Advisors LLC
INCREASED8,3548,339+15+0%$2.5M$2.3M-$183.9K2026-10-28
Park Edge Advisors, LLC
DECREASED8,31010,422-2,112-20%$3.1M$2.3M-$822.0K2026-10-28
1834 Investment Advisors Co
DECREASED8,3058,307-20%$2.5M$2.3M-$188.0K2026-10-16
Archford Capital Strategies, LLC
INCREASED8,2935,958+2,335+39%$1.8M$2.3M+$514.5K2026-10-19
Grove Bank & Trust
DECREASED8,1949,784-1,590-16%$2.9M$2.3M-$662.6K2026-10-08
Chris Bulman Inc
DECREASED8,1679,108-941-10%$2.7M$2.3M-$467.2K2026-10-20
Mechanics Financial Corp
DECREASED8,1578,852-695-8%$2.7M$2.3M-$392.8K2026-11-05
Montecito Bank & Trust
DECREASED8,1498,153-40%$2.4M$2.3M-$185.0K2026-10-01
CJM Wealth Advisers, Ltd.
DECREASED8,1438,202-59-1%$2.5M$2.3M-$201.4K2026-10-27
Paladin Partners, LLC
INCREASED8,1347,842+292+4%$2.4M$2.3M-$95.8K2026-10-06
Opus Capital Group, LLC
DECREASED8,0968,978-882-10%$2.7M$2.3K-$2.7M2026-10-30
Salus Financial Advisors, LLC
DECREASED8,0748,209-135-2%$2.5M$2.2M-$222.7K2026-10-20
Dagco, Inc.
UNCHANGED8,0618,06100%$2.4M$2.2M-$181.9K2026-10-20
Abacus Planning Group, Inc.
INCREASED8,0476,575+1,472+22%$2.0M$2.2M+$260.8K2026-11-02
Moneco Advisors, LLC
INCREASED7,9597,871+88+1%$2.4M$2.2M-$153.1K2026-11-05
Builder Investment Group Inc
DECREASED7,8487,900-52-1%$2.4M$2.2M-$192.5K2026-10-22
Optima Capital LLC
DECREASED7,8327,853-210%$2.4M$2.2M-$182.9K2026-10-29
CX Institutional
INCREASED7,8227,589+233+3%$2.3K$2.2K-$1062026-10-02
North Star Investment Management Corp.
INCREASED7,8157,663+152+2%$2.3M$2.2M-$130.6K2026-10-27
Hanson & Doremus Investment Management
DECREASED7,8077,811-40%$2.3M$2.2K-$2.3M2026-10-16
Focus Financial Network, Inc.
DECREASED7,7848,145-361-4%$2.4M$2.2M-$284.2K2026-10-14
Steinberganna Wealth Management
INCREASED7,7456,640+1,105+17%$2.0M$2.2M+$157.2K2026-10-23
Bricktown Capital, LLC
UNCHANGED7,6127,61200%$2.3M$2.1M-$171.7K2026-10-13
Sepio Capital, LP
INCREASED7,5754,533+3,042+67%$1.4M$2.1M+$743.1K2026-10-22
Orgel Wealth Management, LLC
INCREASED7,5577,368+189+3%$2.2M$2.1M-$113.7K2026-10-14
Morangie Management LLC
INCREASED7,5346,867+667+10%$2.1M$2.1M+$30.4K2026-10-15
IFG Advisors, LLC
DECREASED7,5047,522-180%$2.3M$2.1M-$174.8K2026-10-15
Moody Lynn Lieberson & Walker, LLC
INCREASED7,4876,077+1,410+23%$1.8M$2.1M+$254.7K2026-10-14
Bensler, LLC
INCREASED7,4827,477+5+0%$2.2M$2.1M-$167.4K2026-11-05
Investment Partners, Ltd.
INCREASED7,4813,724+3,757+101%$1.1M$2.1M+$959.9K2026-10-29
Regent Peak Wealth Advisors LLC
DECREASED7,4607,563-103-1%$2.3M$2.1M-$199.2K2026-10-13
Retirement Planning Group, LLC
DECREASED7,4017,681-280-4%$2.3M$2.1M-$251.2K2026-10-19
Foundation Wealth Management, Llc\pa
DECREASED7,3798,747-1,368-16%$2.6M$2.1M-$577.8K2026-10-14
Fogel Capital Management, Inc.
UNCHANGED7,3637,36300%$2.2M$2.0M-$166.1K2026-11-04
Tempus Wealth Planning, LLC
DECREASED7,3398,782-1,443-16%$2.6M$2.0M-$599.1K2026-10-14
Advisors Management Group Inc
DECREASED7,2968,483-1,187-14%$2.5M$2.0M-$521.0K2026-11-05
Silverleafe Capital Partners, LLC
INCREASED7,2876,972+315+5%$2.1M$2.0M-$69.7K2026-10-02
LVW Advisors, LLC
INCREASED7,2417,072+169+2%$2.1M$2.0M-$112.8K2026-10-19
Focused Alpha, LLC
INCREASED7,2387,200+38+1%$2.2M$2.0M-$151.8K2026-10-20
Advisory Solutions Group, LLC
INCREASED7,2366,756+480+7%$2.0M$2.0M-$19.0K2026-10-14
Forteris Wealth Management Inc.
INCREASED7,2097,009+200+3%$2.1M$2.0M-$102.5K2026-10-13
Wakefield Asset Management Lllp
DECREASED7,2047,220-160%$2.2M$2.0M-$167.3K2026-11-05
Penobscot Investment Management Company, Inc.
INCREASED7,1956,492+703+11%$2.0M$2.0M+$48.9K2026-10-26
Financial Synergies Wealth Advisors, Inc.
DECREASED7,1837,362-179-2%$2.2M$2.0M-$216.1K2026-10-16
Shelton Wealth Management, LLC
DECREASED7,1757,223-48-1%$2.2M$2.0M-$176.3K2026-10-16
Heck Capital Advisors, LLC
DECREASED7,17014,181-7,011-49%$4.3M$2.0M-$2.3M2026-10-14
Cornerstone Wealth Group, LLC
DECREASED7,1677,344-177-2%$2.2M$2.0M-$214.8K2026-11-02
Harbor Investment Advisory, LLC
DECREASED7,0677,121-54-1%$2.1M$2.0M-$175.7K2026-10-13
Legacy Advisors, LLC
UNCHANGED7,0677,06700%$2.1M$2.0M-$159.2K2026-10-19
Powell Investment Advisors, LLC
DECREASED7,0387,163-125-2%$2.2M$2.0M-$196.1K2026-10-22
B. Riley Wealth Advisors, Inc.
DECREASED6,9977,297-300-4%$2.2M$1.9M-$237.2K2026-10-13
MassMutual Private Wealth & Trust, FSB
DECREASED6,9767,039-63-1%$2.1M$1.9M-$176.3K2026-10-05
Rise Advisors, LLC
INCREASED6,9696,899+70+1%$2.1M$1.9M-$135.9K2026-10-16
Patriot Investment Management Group, Inc.
UNCHANGED6,9526,95200%$2.1M$1.9M-$156.8K2026-10-15
Avantax Planning Partners, Inc.
UNCHANGED6,8906,89000%$2.1M$1.9M-$155.4K2026-11-03
Orca Investment Management, LLC
DECREASED6,8896,985-96-1%$2.1M$1.9M-$184.3K2026-10-29
Angeles Investment Advisors, LLC
DECREASED6,862280,081-273,219-98%$84.2M$1.9M-$82.2M2026-10-22
Avestar Capital, LLC
DECREASED6,83611,368-4,532-40%$3.4M$1.9M-$1.5M2026-10-28
Fagan Associates, Inc.
DECREASED6,8197,124-305-4%$2.1M$1.9M-$245.6K2026-10-13
Florida Trust Wealth Management Co
UNCHANGED6,7456,74500%$2.0M$1.9M-$152.2K2026-11-05
Wealth Architects, LLC
INCREASED6,6986,598+100+2%$2.0M$1.9M-$120.9K2026-11-03
Relyea Zuckerberg Hanson LLC
DECREASED6,6546,946-292-4%$2.1M$1.8M-$237.7K2026-10-20
Signature Estate & Investment Advisors LLC
INCREASED6,6435,172+1,471+28%$1.6M$1.8M+$292.1K2026-10-13
Compagnie Lombard Odier SCmA
DECREASED6,6017,239-638-9%$2.2M$1.8M-$340.6K2026-11-04
Keystone Wealth Services, LLC
INCREASED6,5916,573+18+0%$2.0M$1.8M-$136.1K2026-11-03
Sage Rhino Capital LLC
INCREASED6,5836,582+1+0%$2.0M$1.8M-$148.2K2026-10-28
LS Investment Advisors, LLC
INCREASED6,5726,569+3+0%$2.0M$1.8M-$147.4K2026-10-13
IPG Investment Advisors LLC
INCREASED6,5656,461+104+2%$1.9M$1.8M-$116.9K2026-10-30
Sage Capital Advisors,llc
DECREASED6,5366,706-170-3%$2.0M$1.8M-$198.6K2026-10-13
Deroy & Devereaux Private Investment Counsel Inc
INCREASED6,5106,244+266+4%$1.9M$1.8K-$1.9M2026-10-26
Veracity Capital LLC
DECREASED6,5046,591-87-1%$2.0M$1.8M-$172.7K2026-10-08
Allen Investment Management, LLC
UNCHANGED6,5006,50000%$2.0M$1.8M-$146.6K2026-11-03
Waldron Private Wealth LLC
INCREASED6,4916,359+132+2%$1.9M$1.8M-$106.8K2026-11-02
Root Financial Partners, LLC
DECREASED6,4586,523-65-1%$2.0M$1.8M-$165.2K2026-10-21
Asset Advisory Group, Inc.
DECREASED6,3956,495-100-2%$2.0M$1.8M-$174.2K2026-10-20
Founders Grove Wealth Partners, LLC
DECREASED6,3757,333-958-13%$2.2M$1.8M-$431.7K2026-10-16
626 Financial, LLC
UNCHANGED6,3436,34300%$1.9M$1.8M-$143.1K2026-11-04
Planned Solutions, Inc.
INCREASED6,2496,235+14+0%$1.9M$1.7M-$136.8K2026-10-19
Koshinski Asset Management, Inc.
INCREASED6,2466,063+183+3%$1.8M$1.7M-$86.1K2026-10-29
MV Capital Management, Inc.
DECREASED6,2426,262-200%$1.9M$1.7M-$146.8K2026-10-29
Cambridge Advisors Inc.
UNCHANGED6,2176,21700%$1.9M$1.7M-$140.5K2026-10-19
Hickory Point Bank & Trust
INCREASED6,1896,159+30+0%$1.9M$1.7M-$130.6K2026-10-01
PUREfi Wealth, LLC
INCREASED6,0784,378+1,700+39%$1.3M$1.7M+$373.6K2026-10-19
Vontobel Holding Ltd.
INCREASED6,0764,304+1,772+41%$1.3M$1.7M+$395.3K2026-10-16
May Hill Capital, LLC
DECREASED6,0316,061-300%$1.8M$1.7M-$145.2K2026-11-03
Kelly Financial Group LLC
DECREASED6,0086,034-260%$1.8M$1.7M-$143.4K2026-10-16
Aprio Wealth Management, LLC
INCREASED5,9575,414+543+10%$1.6M$1.7M+$28.9K2026-10-28
Atticus Wealth Management, LLC
DECREASED5,9565,989-33-1%$1.8M$1.7M-$144.2K2026-10-20
Woodstock Corp
DECREASED5,9556,755-800-12%$2.0M$1.7M-$374.7K2026-10-13
Lunt Capital Management, Inc.
UNCHANGED5,9355,93500%$1.8M$1.6M-$133.9K2026-10-30
Brian LOW Financial Group, LLC
INCREASED5,9265,764+162+3%$1.7M$1.6M-$85.1K2026-10-28
Highland Capital Management, LLC
DECREASED5,9185,934-160%$1.8M$1.6M-$138.3K2026-10-26
Steel Grove Capital Advisors, LLC
DECREASED5,9146,114-200-3%$1.8M$1.6M-$193.7K2026-10-13
Fonville Wealth Management LLC
DECREASED5,8956,214-319-5%$1.9M$1.6M-$229.0K2026-10-28
Nordwand Advisors, LLC
DECREASED5,8736,105-232-4%$1.8M$1.6M-$202.2K2026-11-05
Union Bancaire Privee, UBP SA
DECREASED5,8497,424-1,575-21%$2.2M$1.6M-$565.5K2026-11-04
Eagle Harbor Asset Management Inc
UNCHANGED5,8365,83600%$1.8M$1.6M-$131.7K2026-10-21
Legacy Advisory Services, LLC
DECREASED5,82617,149-11,323-66%$5.2M$1.6M-$3.5M2026-10-20
LCW Services, LLC
INCREASED5,8265,464+362+7%$1.6M$1.6M-$22.7K2026-10-21
Huntleigh Advisors, Inc.
DECREASED5,7345,759-250%$1.7M$1.6M-$136.8K2026-11-03
Well Done, LLC
INCREASED5,7335,558+175+3%$1.7M$1.6M-$76.7K2026-10-20
Guyasuta Investment Advisors Inc
UNCHANGED5,7175,71700%$1.7M$1.6M-$129.0K2026-10-15
Cove Private Wealth, LLC
INCREASED5,6414,363+1,278+29%$1.3M$1.6M+$256.7K2026-10-28
American National Bank & Trust
INCREASED5,6354,172+1,463+35%$1.3M$1.6M+$312.4K2026-10-07
Caliber Wealth Management, LLC / KS
DECREASED5,6225,799-177-3%$1.7M$1.6M-$179.9K2026-11-04
Gradient Capital Advisors, LLC
UNCHANGED5,5845,58400%$1.7M$1.6M-$126.0K2026-10-21
Savior LLC
INCREASED5,5815,409+172+3%$1.6M$1.6M-$74.2K2026-10-13
Mechanics Bank Trust Department
INCREASED5,5335,070+463+9%$1.5M$1.5M+$14.3K2026-10-13
Bare Financial Services, Inc
INCREASED5,4995,498+1+0%$1.7M$1.5M-$123.9K2026-11-04
Signaturefd, LLC
INCREASED5,4195,298+121+2%$1.6M$1.5M-$86.0K2026-10-23
JSF Financial, LLC
DECREASED5,3965,512-116-2%$1.7M$1.5M-$156.6K2026-10-22
Penobscot Wealth Management
INCREASED5,3934,983+410+8%$1.5M$1.5M+$1.5K2026-10-21
Naples Global Advisors, LLC
INCREASED5,3825,365+17+0%$1.6M$1.5M-$116.3K2026-11-05
Alpha Advisors, LLC
INCREASED5,3144,766+548+12%$1.4M$1.5M+$44.3K2026-10-19
Argentarii, LLC
DECREASED5,2905,374-84-2%$1.6M$1.5M-$147.5K2026-10-28
Ballast Rock Private Wealth LLC
UNCHANGED5,2135,21300%$1.6M$1.4M-$117.6K2026-10-26
TMB Capital Partners, LLC
DECREASED5,2035,320-117-2%$1.6M$1.4M-$152.7K2026-10-20
Calamos Wealth Management LLC
DECREASED5,1905,338-148-3%$1.6M$1.4M-$161.6K2026-11-02
Baldwin Wealth Partners LLC
UNCHANGED5,1625,16200%$1.6M$1.4M-$116.5K2026-10-13
Neumann Capital Management, LLC
DECREASED5,1585,208-50-1%$1.6M$1.4M-$131.4K2026-10-15
BigSur Wealth Management LLC
INCREASED5,1504,700+450+10%$1.4M$1.4M+$19.0K2026-10-13
Worth Asset Management, LLC
DECREASED5,1405,207-67-1%$1.6M$1.4M-$136.1K2026-10-07
Stephenson & Company, Inc.
DECREASED5,1345,158-240%$1.5M$1.4M-$123.0K2026-10-30
BG Investment Services, LLC
INCREASED5,1285,078+50+1%$1.5M$1.4M-$100.7K2026-10-23
Compass Ion Advisors, LLC
DECREASED5,1285,174-46-1%$1.6M$1.4M-$129.4K2026-10-23
DSG Capital Advisors, LLC
UNCHANGED5,0995,09900%$1.5M$1.4M-$84.7K2026-11-05
Providence First Trust Co
DECREASED5,0925,309-217-4%$1.6M$1.4M-$180.1K2026-11-02
Kathmere Capital Management, LLC
INCREASED5,0694,843+226+5%$1.5M$1.4M-$46.5K2026-10-20
Whitegate Investment Counselors, Inc.
DECREASED5,0245,038-140%$1.5M$1.4M-$117.6K2026-11-02
Central Trust Co
INCREASED5,0124,961+51+1%$1.5M$1.4M-$97.7K2026-11-05
Palisades Investment Partners, LLC
NEW5,000—+5,000——$1.4M—2026-11-03
Obermeyer Wealth Partners
INCREASED4,9934,992+1+0%$1.5M$1.4M-$112.3K2026-10-21
Evanson Financial, LLC
INCREASED4,9844,980+4+0%$1.5M$1.4M-$111.2K2026-10-23
Camelot Technology Advisors, Inc.
INCREASED4,9694,958+11+0%$1.5M$1.4M-$108.8K2026-10-09
International Private Wealth Advisors LLC
NEW4,968—+4,968——$1.4M—2026-11-05
Radnor Capital Management, LLC
DECREASED4,9684,998-30-1%$1.5M$1.4M-$121.1K2026-10-23
Chartist Inc
UNCHANGED4,9654,96500%$1.5M$1.4M-$112.0K2026-11-04
Weaver Consulting Group
INCREASED4,9634,953+10+0%$1.5M$1.4M-$109.0K2026-10-07
First Nebraska Trust Co
UNCHANGED4,9634,96300%$1.5M$1.4M-$112.0K2026-10-30
First Business Financial Services, Inc.
INCREASED4,9614,950+11+0%$1.5M$1.4M-$108.6K2026-10-29
Fiduciary Alliance LLC
DECREASED4,9585,175-217-4%$1.6M$1.4M-$177.1K2026-10-13
Fragasso Financial Advisors Inc
DECREASED4,9504,970-200%$1.5M$1.4M-$112.4K2026-10-13
Objective Capital Management, LLC
DECREASED4,9465,611-665-12%$1.7M$1.4M-$311.3K2026-10-13
1900 Wealth Management LLC
DECREASED4,9444,950-60%$1.5M$1.4M-$113.4K2026-10-13
HCR Wealth Advisors
INCREASED4,9314,930+1+0%$1.5M$1.4M-$111.0K2026-10-15
Schuylkill Financial LLC
INCREASED4,8724,756+116+2%$1.4M$1.4M-$75.0K2026-10-21
Advisor Resource Council
DECREASED4,84710,449-5,602-54%$3.1M$1.4M-$1.8M2026-11-05
Ascentis Independent Advisors
NEW4,846—+4,846——$1.3M—2026-11-03
Clear Harbor Asset Management, LLC
INCREASED4,8314,253+578+14%$1.3M$1.3M+$64.9K2026-11-05
AmeriServ Wealth Advisors
DECREASED4,8045,378-574-11%$1.6M$1.3M-$280.8K2026-10-21
BridgePort Financial Solutions, LLC
INCREASED4,7763,867+909+24%$1.2M$1.3M+$165.4K2026-11-02
Grantvest Financial Group LLC
INCREASED4,7614,042+719+18%$1.2M$1.3M+$108.7K2026-10-21
MBL Wealth, LLC
DECREASED4,7514,890-139-3%$1.5M$1.3M-$148.9K2026-10-22
Parthenon LLC
DECREASED4,7454,761-160%$1.4M$1.3M-$111.9K2026-10-22
MGO One Seven LLC
DECREASED4,7274,832-105-2%$1.5M$1.3M-$138.3K2026-10-28
Aurelius Family Office LLC
DECREASED4,7244,848-124-3%$1.5M$1.3M-$143.8K2026-10-23
Aegis Wealth Management, Inc.
DECREASED4,7125,049-337-7%$1.5M$1.3M-$207.5K2026-10-26
AtlasMark Financial, Inc
UNCHANGED4,7004,70000%$1.4M$1.3M-$106.0K2026-10-13
William John Sempolinski
INCREASED4,6884,668+20+0%$1.4M$1.3M-$99.8K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED4,6853,854+831+22%$1.2M$1.3M+$143.7K2026-11-04
Philadelphia Trust Co
UNCHANGED4,6724,67200%$1.4M$1.3M-$106.0K2026-11-05
Decision Investments, Inc
UNCHANGED4,6714,67100%$1.4M$1.3M-$105.4K2026-10-07
DBK Financial Counsel, LLC
UNCHANGED4,6574,65700%$1.4M$1.3M-$105.1K2026-10-13
Summit Financial Strategies, Inc.
DECREASED4,6524,744-92-2%$1.4M$1.3M-$132.6K2026-10-14
Clear Wave Wealth Management LLC
DECREASED4,6274,898-271-6%$1.5M$1.3M-$185.7K2026-11-04
Excalibur Management Corp
DECREASED4,6184,778-160-3%$1.4M$1.3M-$152.2K2026-11-02
Allegheny Financial Group
DECREASED4,5965,072-476-9%$1.5M$1.3M-$246.8K2026-11-05
Financial Perspectives, Inc
INCREASED4,5964,520+76+2%$1.4M$1.3M-$81.0K2026-11-03
Platform Technology Partners
UNCHANGED4,5824,58200%$1.4M$1.3M-$103.4K2026-11-02
Cadent Capital Advisors, LLC
DECREASED4,5684,600-32-1%$1.4M$1.3M-$112.6K2026-10-09
NorthCrest Asset Manangement, LLC
INCREASED4,5664,284+282+7%$1.3M$1.3M-$6.2K2026-10-13
State of Wyoming
DECREASED4,4879,445-4,958-52%$2.8M$1.2M-$1.6M2026-10-28
Capital Investment Advisors, LLC
DECREASED4,4655,118-653-13%$1.5M$1.2M-$297.2K2026-10-22
UMB Private Wealth Management, LLC
NEW4,464—+4,464——$1.2M—2026-10-19
Signal Advisors Wealth, LLC
INCREASED4,4482,572+1,876+73%$772.8K$1.2M+$463.2K2026-10-13
Victory Financial Group, LLC
DECREASED4,4465,840-1,394-24%$1.8M$1.2M-$519.0K2026-10-27
Global Financial Private Client, LLC
DECREASED4,4454,446-10%$1.3M$1.2M-$100.6K2026-10-15
Northeast Investment Management
DECREASED4,4235,110-687-13%$1.5M$1.2M-$306.2K2026-10-30
Gainline Financial Partners, LLC
DECREASED4,4224,611-189-4%$1.4M$1.2M-$156.5K2026-10-15
Brady Family Wealth, LLC
DECREASED4,4014,424-23-1%$1.3M$1.2M-$106.2K2026-11-02
Middleton & Co Inc
INCREASED4,3844,379+5+0%$1.3M$1.2M-$97.4K2026-10-23
NBH Bank
INCREASED4,3824,367+15+0%$1.3M$1.2M-$94.4K2026-11-05
First Financial Corp
UNCHANGED4,3814,38100%$1.3M$1.2M-$98.8K2026-10-13
Parker Financial LLC
UNCHANGED4,3794,37900%$1.3M$1.2M-$98.6K2026-11-05
Tranquility Partners, LLC
DECREASED4,3774,481-104-2%$1.3M$1.2M-$131.4K2026-10-20
McClarren Financial Advisors, Inc.
INCREASED4,3694,362+7+0%$1.3M$1.2M-$96.3K2026-10-15
Realta Investment Advisors
DECREASED4,3644,417-53-1%$1.3M$1.2M-$114.3K2026-10-14
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED4,3524,379-27-1%$1.3M$1.2M-$86.3K2026-10-21
Collective Family Office LLC
INCREASED4,3304,310+20+0%$1.3M$1.2M-$91.6K2026-10-05
First American Bank
INCREASED4,3252,986+1,339+45%$897.1K$1.2M+$304.7K2026-10-27
Pachira Investments Inc.
UNCHANGED4,3064,30600%$1.3M$1.2M-$97.1K2026-10-14
Live Oak Private Wealth LLC
UNCHANGED4,2894,28900%$1.3M$1.2M-$96.8K2026-11-02
Waystone Advisors LLC
UNCHANGED4,2774,27700%$1.3M$1.3M$02026-10-16
Morton Brown Family Wealth, LLC
DECREASED4,2764,314-38-1%$1.3M$1.2M-$107.9K2026-10-23
MidAtlantic Capital Management, Inc.
INCREASED4,2643,933+331+8%$1.2M$1.2M+$3.3K2026-11-05
Mattern Wealth Management LLC
UNCHANGED4,2374,23700%$1.3M$1.2M-$95.6K2026-11-04
Garde Capital, Inc.
DECREASED4,2354,237-20%$1.3M$1.2M-$95.9K2026-10-29
Caldwell Trust Co
DECREASED4,2244,600-376-8%$1.4M$1.2M-$208.3K2026-10-30
Cherry Tree Wealth Management, LLC
DECREASED4,2194,253-34-1%$1.3M$1.2M-$105.4K2026-10-15
Herbst Group, LLC
INCREASED4,1893,113+1,076+35%$935.3K$1.2M+$228.8K2026-10-20
Heartwood Wealth Advisors LLC
UNCHANGED4,1864,18600%$1.3M$1.2M-$94.4K2026-10-05
General Partner, Inc.
UNCHANGED4,1764,17600%$1.3M$1.2M-$94.2K2026-10-05
Chicago Capital, LLC
UNCHANGED4,1644,16400%$1.3M$1.2M-$93.9K2026-10-13
Verus Capital Partners, LLC
DECREASED4,1584,163-50%$1.3M$1.2M-$95.3K2026-11-03
Roan Capital Partners
INCREASED4,1544,148+6+0%$1.2M$1.2M-$91.9K2026-10-09
Agate Pass Investment Management, LLC
INCREASED4,1283,183+945+30%$956.2K$1.1M+$190.8K2026-10-20
Loring Wolcott & Coolidge Fiduciary Advisors LLP
INCREASED4,0983,898+200+5%$1.2M$1.1M-$32.4K2026-10-23
Verum Partners LLC
DECREASED4,0724,073-10%$1.2M$1.1M-$92.2K2026-10-21
Gamma Investing LLC
INCREASED4,0714,040+31+1%$1.2M$1.1M-$82.5K2026-10-08
Moisand Fitzgerald Tamayo, LLC
DECREASED4,0704,387-317-7%$1.3M$1.1M-$187.1K2026-10-15
Bond & Devick Financial Network, Inc.
DECREASED4,0684,127-59-1%$1.2M$1.1M-$109.5K2026-10-23
KFA Private Wealth Group, LLC
INCREASED4,0543,899+155+4%$1.2M$1.1M-$44.8K2026-10-07
Total Investment Management Inc
INCREASED4,0474,006+41+1%$1.2M$1.1M-$42.1K2026-10-22
Cambridge Financial Group, LLC
UNCHANGED4,0474,04700%$1.2M$1.2M$02026-10-06
Moneywise, Inc.
DECREASED4,01725,502-21,485-84%$7.7M$1.1M-$6.5M2026-10-30
Trek Financial, LLC
DECREASED4,0136,315-2,302-36%$1.9M$1.1M-$782.2K2026-10-29
Colorado Capital Management, Inc.
DECREASED4,0104,291-281-7%$1.3K$1.1K-$1752026-10-15
Montgomery Investment Management Inc
UNCHANGED4,0004,00000%$1.2M$1.1M-$90.2K2026-10-26
Petros Family Wealth, LLC
INCREASED3,9773,699+278+8%$1.1M$1.1M-$6.2K2026-10-28
Orin Green Financial, LLC
DECREASED3,9654,041-76-2%$1.2M$1.1M-$112.3K2026-10-19
Blue Sky Capital Consultants Group, Inc.
UNCHANGED3,9643,96400%$1.2M$1.1M-$89.4K2026-10-13
Sprinkle Financial Consultants LLC
INCREASED3,9493,771+178+5%$1.1M$1.1M-$35.5K2026-10-09
Sageworth Trust Co of South Dakota
DECREASED3,9474,624-677-15%$1.4M$1.1M-$292.4K2026-10-30
Destiny Wealth Partners, LLC
NEW3,941—+3,941——$1.1M—2026-11-05
Davis Investment Partners, LLC
INCREASED3,9103,909+1+0%$1.2M$1.1M-$88.1K2026-11-05
RF&L Wealth Management, LLC
UNCHANGED3,9013,90100%$1.2M$1.1M-$88.0K2026-10-20
Flagship Harbor Advisors, LLC
INCREASED3,8753,663+212+6%$1.1M$1.1M-$24.0K2026-10-26
Strategic Blueprint, LLC
DECREASED3,8753,917-42-1%$1.2M$1.1M-$99.9K2026-10-22
WealthPlan Investment Management, LLC
DECREASED3,8743,956-82-2%$1.2M$1.1M-$112.0K2026-10-15
Cantor Fitzgerald Investment Advisors L.P.
DECREASED3,8664,053-187-5%$1.2M$1.1M-$143.4K2026-10-21
Ashurst Perkins Coie Trust Co
INCREASED3,8663,855+11+0%$1.2M$1.1M-$83.9K2026-10-15
Stage Harbor Financial, LLC
DECREASED3,8483,889-41-1%$1.2M$1.1M-$99.1K2026-11-03
Townsend Asset Management Corp
INCREASED3,8373,834+3+0%$1.2M$1.1M-$85.8K2026-10-29
Northwest Wealth Management, LLC
UNCHANGED3,8163,81600%$1.1M$1.1M-$86.1K2026-10-30
Tsfg, LLC
DECREASED3,7965,329-1,533-29%$1.6M$1.1K-$1.6M2026-10-23
Key FInancial Inc
DECREASED3,7844,159-375-9%$1.2M$1.1M-$198.0K2026-11-02
Narus Financial Partners, LLC
DECREASED3,7473,804-57-1%$1.1M$1.0M-$101.7K2026-10-19
Saxony Capital Management, LLC
DECREASED3,7453,902-157-4%$1.2M$1.0M-$131.6K2026-10-15
Diversified Management Inc
INCREASED3,7362,916+820+28%$876.1K$1.0M+$162.1K2026-10-08
Sightline Wealth Advisors, LLC
DECREASED3,7364,327-591-14%$1.3M$1.0M-$262.0K2026-10-21
Uptown Financial Advisors LLC
DECREASED3,7343,752-180%$1.1M$1.0M-$89.6K2026-10-15
Guardian Financial Partners, LLC
INCREASED3,7323,724+8+0%$1.1M$1.0M-$81.7K2026-11-04
Pinnacle Bancorp, Inc.
DECREASED3,7153,941-226-6%$1.2M$1.0M-$151.7K2026-10-21
State of Alaska, Department of Revenue
INCREASED3,7113,386+325+10%$1.0M$1.0K-$1.0M2026-10-15
Churchill Financial Advisors, LLC
UNCHANGED3,6993,69900%$1.1M$1.0M-$83.5K2026-10-20
Navigation Group, LLC
DECREASED3,6903,701-110%$1.1M$1.0M-$86.6K2026-10-28
SeaBridge Investment Advisors LLC
INCREASED3,6723,551+121+3%$1.1M$1.0M-$46.6K2026-11-02
Brown, Lisle Ings, Inc.
DECREASED3,6693,824-155-4%$1.1M$1.0M-$129.3K2026-10-16
Cooper S Advisors, LLC
INCREASED3,6633,623+40+1%$1.1M$1.0M-$70.8K2026-11-03
Oak Barrel Wealth Advisory LLC
DECREASED3,6583,974-316-8%$1.2M$1.0M-$177.4K2026-11-05
Heritage Family Offices, LLP
DECREASED3,6444,741-1,097-23%$1.4M$1.0M-$411.8K2026-11-02
Schneider Downs Wealth Management Advisors, LP
UNCHANGED3,6423,64200%$1.1M$1.0M-$82.2K2026-10-27
Balboa Wealth Partners
DECREASED3,6294,763-1,134-24%$1.4M$1.0M-$422.6K2026-10-20
W.H. Cornerstone Investments Inc.
INCREASED3,6173,531+86+2%$1.1M$1.0M-$55.7K2026-11-03
Flagship Private Wealth, LLC
DECREASED3,6153,897-282-7%$1.2M$1.0M-$166.3K2026-11-05
J.Safra Asset Management Corp
DECREASED3,6153,723-108-3%$1.1M$1.0M-$114.1K2026-11-03
Lexington Hill Partners, LLC
DECREASED3,6123,791-179-5%$1.1M$1.0M-$135.1K2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED3,6114,261-650-15%$1.3M$1.0M-$276.8K2026-10-26
Procyon Advisors, LLC
INCREASED3,6093,571+38+1%$1.1M$1.0M-$70.2K2026-10-21
Andrews, Lucia Wealth Management LLC
UNCHANGED3,5953,59500%$1.1M$999.1K-$81.1K2026-11-02
Primoris Wealth Advisors, LLC
INCREASED3,5813,544+37+1%$1.1M$995.1K-$69.7K2026-10-28
Moody Aldrich Partners LLC
NEW3,577—+3,577——$994.0K—2026-10-27
Saxon Interests, Inc.
DECREASED3,5636,305-2,742-43%$1.9M$990.1K-$904.2K2026-10-26
Wealth Dimensions Group, Ltd.
INCREASED3,5623,373+189+6%$1.0M$989.9K-$23.5K2026-11-02
Breakwater Capital Group
INCREASED3,5553,544+11+0%$1.1M$987.8K-$77.0K2026-10-09
Autumn Glory Partners, LLC
UNCHANGED3,5453,54500%$1.1M$985.1K-$80.0K2026-10-26
Clark Asset Management, LLC
UNCHANGED3,5203,52000%$1.1M$978.2K-$79.4K2026-10-19
Lakeshore Capital Group, Inc.
INCREASED3,5073,504+3+0%$1.1M$974.7K-$78.2K2026-10-20
Private Management Group Inc
UNCHANGED3,4993,49900%$1.1M$972.3K-$78.9K2026-11-04
Occidental Asset Management, LLC
INCREASED3,4893,488+1+0%$1.0M$969.5K-$78.6K2026-11-05
Atlas Brown,Inc.
DECREASED3,4494,148-699-17%$1.2M$958.5K-$287.7K2026-10-09
Seven Mile Advisory
INCREASED3,4443,300+144+4%$991.5K$957.1K-$34.4K2026-10-22
Encompass Wealth Advisors, LLC
INCREASED3,4261,735+1,691+97%$521.3K$952.1K+$430.8K2026-10-15
Bill Few Associates, Inc.
UNCHANGED3,4133,41300%$1.0M$948.4K-$77.0K2026-10-09
Cassaday & Co Wealth Management LLC
INCREASED3,4063,262+144+4%$980.1K$946.5K-$33.6K2026-10-27
Hennion & Walsh Asset Management, Inc.
UNCHANGED3,4013,40100%$1.0M$945.1K-$76.7K2026-10-13
SC&H Financial Advisors, Inc.
INCREASED3,3973,395+2+0%$1.0M$943.9K-$76.3K2026-10-14
Accurate Wealth Management, LLC
DECREASED3,38918,299-14,910-81%$5.4M$937.6K-$4.5M2026-10-20
Crusonia Wealth Advisors LLC
INCREASED3,3693,072+297+10%$923.0K$936.1K+$13.2K2026-10-26
New England Professional Planning Group Inc.
INCREASED3,3673,366+1+0%$1.0M$935.8K-$75.5K2026-10-29
Evensky & Katz LLC
DECREASED3,3573,399-42-1%$1.0M$933-$1.0M2026-10-27
Forum Financial Management, LP
INCREASED3,3443,084+260+8%$926.7K$929.2K+$2.5K2026-10-16
Van Cleef Asset Management,Inc
UNCHANGED3,3323,33200%$1.0M$925.9K-$75.2K2026-10-20
Canopy Partners, LLC
DECREASED3,3213,355-34-1%$1.0M$922.9K-$85.1K2026-10-28
Thrive Wealth Management, LLC
DECREASED3,3083,341-33-1%$1.0M$919.2K-$84.7K2026-10-13
Sapient Capital LLC
INCREASED3,3003,244+56+2%$974.8K$916.9K-$57.9K2026-10-08
Baron Wealth Management LLC
INCREASED3,2843,278+6+0%$984.9K$912.7K-$72.2K2026-10-27
Sentry LLC
UNCHANGED3,2833,28300%$986.4K$912.4K-$74.0K2026-10-30
Noble Family Wealth, LLC
DECREASED3,2813,381-100-3%$1.0M$911.8K-$104.1K2026-10-26
High Probability Advisors, LLC
UNCHANGED3,2753,27500%$984.0K$910.1K-$73.9K2026-10-19
Fermata Advisors, LLC
DECREASED3,2733,344-71-2%$1.0M$909.5K-$95.4K2026-10-13
Mystic Asset Management, Inc.
INCREASED3,2683,187+81+3%$957.5K$908.1K-$49.4K2026-10-15
Johnson & White Wealth Management, LLC
DECREASED3,2673,349-82-2%$1.0M$908.0K-$98.0K2026-11-03
Mirae Asset Global Investments Co., Ltd.
DECREASED3,26411,523-8,259-72%$3.5M$907.0K-$2.6M2026-11-03
Lionshead Wealth Management, LLC
INCREASED3,2533,252+1+0%$977.3K$904.0K-$73.3K2026-10-21
First Bank & Trust
DECREASED3,2483,301-53-2%$991.8K$902.6K-$89.2K2026-10-19
Jnba Financial Advisors
INCREASED3,2392,486+753+30%$746.9K$900.1K+$153.2K2026-11-03
Woodmont Investment Counsel LLC
UNCHANGED3,2343,23400%$971.5K$898.6K-$73.0K2026-10-29
Horrell Capital Management, Inc.
UNCHANGED3,2213,22100%$967.7K$895.1K-$72.7K2026-10-08
Princeton Global Asset Management LLC
INCREASED3,2152,888+327+11%$867.7K$893.5K+$25.9K2026-10-21
Missouri Trust & Investment Co
DECREASED3,2023,462-260-8%$1.0M$889.8K-$118.3K2026-11-04
Center for Financial Planning, Inc.
UNCHANGED3,1943,19400%$959.6K$887.6K-$72.1K2026-10-26
McGuire Investment Group, LLC
UNCHANGED3,1853,18500%$956.9K$885.1K-$71.9K2026-10-23
Howard Wealth Management, LLC
INCREASED3,1753,132+43+1%$941.3K$882.4K-$58.9K2026-10-28
Biltmore Family Office, LLC
UNCHANGED3,1583,15800%$948.8K$877.6K-$71.2K2026-11-03
Winthrop Advisory Group LLC
INCREASED3,1483,147+1+0%$945.6K$874.9K-$70.7K2026-10-22
SBI Securities Co., Ltd.
DECREASED3,1453,499-354-10%$1.1M$874.0K-$177.3K2026-10-22
Sovran Advisors, LLC
INCREASED3,1373,038+99+3%$891.4K$891.0K-$4112026-11-02
Ticino Wealth
DECREASED3,1363,147-110%$945.5K$871.5K-$74.1K2026-10-13
Fortitude Family Office, LLC
INCREASED3,1352,859+276+10%$859.0K$871.2K+$12.2K2026-10-14
Cultivar Capital, Inc.
DECREASED3,1353,290-155-5%$988.4K$871.1K-$117.3K2026-10-14
McAdam, LLC
DECREASED3,1183,964-846-21%$1.2M$866.4K-$324.7K2026-10-21
Beese Fulmer Investment Management, Inc.
UNCHANGED3,1183,11800%$936.8K$866.5K-$70.3K2026-10-23
Ritholtz Wealth Management
INCREASED3,1092,829+280+10%$849.8K$863.9K+$14.1K2026-11-05
Chesley Taft & Associates LLC
UNCHANGED3,1063,10600%$933.2K$863.1K-$70.1K2026-10-13
Accel Wealth Management
UNCHANGED3,1043,10400%$932.7K$862.6K-$70.0K2026-10-13
Power Wealth Management LLC
DECREASED3,0993,392-293-9%$1.0M$861.2K-$157.9K2026-10-27
Private Wealth Group, LLC
UNCHANGED3,0913,09100%$928.7K$859.0K-$69.7K2026-10-19
Fortem Financial Group, LLC
DECREASED3,0863,569-483-14%$1.1M$857.6K-$214.7K2026-10-20
Advisortrust Partners, LLC
INCREASED3,0773,071+6+0%$922.8K$854.9K-$67.8K2026-11-02
Columbia Bank
UNCHANGED3,0613,06100%$919.7K$850.6K-$69.1K2026-10-29
FSM Wealth Advisors, LLC
INCREASED3,0533,047+6+0%$915.6K$847.4K-$68.2K2026-10-27
Asset Dedication, LLC
INCREASED3,0511,367+1,684+123%$410.7K$847.9K+$437.2K2026-11-03
Triumph Capital Management
DECREASED3,03916,870-13,831-82%$5.1M$844.6K-$4.2M2026-10-14
Gilpin Wealth Management, LLC
DECREASED3,0283,053-25-1%$917.3K$841.5K-$75.8K2026-10-09
Insight Advisors, LLC/ PA
DECREASED3,0144,028-1,014-25%$1.2M$837.8K-$372.6K2026-10-22
Richards, Merrill & Peterson, Inc.
UNCHANGED3,0123,01200%$905.0K$837.0K-$68.0K2026-10-19
Gen-Wealth Partners Inc
UNCHANGED3,0123,01200%$905.0K$837.0K-$68.0K2026-11-04
Windsor Capital Management, LLC
DECREASED3,0083,041-33-1%$914.0K$835.9K-$78.1K2026-10-13
Welch Group, LLC
DECREASED3,0073,077-70-2%$924.5K$835.6K-$88.9K2026-10-29
Gilliland Jeter Wealth Management LLC
UNCHANGED3,0043,00400%$902.6K$834.8K-$67.8K2026-10-28
Intrua Financial, LLC
DECREASED3,0035,345-2,342-44%$1.6M$834.4K-$771.6K2026-10-28
DCF Advisers, LLC
UNCHANGED3,0003,00000%$901.4K$833.7K-$67.7K2026-11-04
Forza Wealth Management, LLC
UNCHANGED2,9922,99200%$898.9K$831.4K-$67.5K2026-10-20
CRA Financial Services, LLC
DECREASED2,9883,109-121-4%$934.1K$830.4K-$103.8K2026-10-16
Acima Private Wealth, LLC
UNCHANGED2,9882,98800%$897.7K$830.3K-$67.4K2026-10-05
Ullmann Wealth Partners Group, LLC
INCREASED2,9812,968+13+0%$891.8K$828.3K-$63.5K2026-11-02
Leo Wealth, LLC
NEW2,974—+2,974——$826.5K—2026-10-26
First County Bank
DECREASED2,9623,081-119-4%$925.7K$823.1K-$102.6K2026-10-13
O'Brien Greene & Co. Inc
UNCHANGED2,9502,95000%$886.3K$819.8K-$66.6K2026-11-05
Golden State Wealth Management, LLC
INCREASED2,9392,821+118+4%$847.7K$817.0K-$30.8K2026-11-02
Ti-Trust, Inc
UNCHANGED2,9332,93300%$881.2K$815.1K-$66.2K2026-10-21
ZWJ Investment Counsel Inc
NEW2,922—+2,922——$812.0K—2026-10-15
Willis Johnson Wealth, Inc.
DECREASED2,9212,999-78-3%$901.1K$811.6K-$89.5K2026-11-03
Washington Capital Management, Inc
UNCHANGED2,9102,91000%$874.3K$808.7K-$65.7K2026-10-19
Sherman Asset Management, Inc.
NEW2,900—+2,900——$805.9K—2026-11-05
Ironwood Financial, llc
DECREASED2,8992,934-35-1%$861.0K$805.6K-$55.4K2026-10-20
Integris Wealth Management, LLC
UNCHANGED2,8902,89000%$868.3K$803.1K-$65.2K2026-10-14
Allegiance Financial Group Advisory Services LLC
NEW2,881—+2,881——$800.6K—2026-11-02
Certified Advisory Corp
DECREASED2,8743,097-223-7%$930.5K$798.7K-$131.8K2026-10-29
Bank of New Hampshire
DECREASED2,8602,920-60-2%$877.3K$794.8K-$82.5K2026-10-06
Independent Wealth Network Inc.
INCREASED2,8492,816+33+1%$846.2K$791.7K-$54.5K2026-10-19
Fell Capital Management
UNCHANGED2,8452,84500%$854.8K$790.6K-$64.2K2026-10-09
Ballew Advisors, Inc
DECREASED2,8402,951-111-4%$878.2K$799.5K-$78.7K2026-10-05
Frank, Rimerman Advisors LLC
INCREASED2,8362,732+104+4%$820.8K$788.1K-$32.8K2026-10-16
LEE Danner & Bass Inc
UNCHANGED2,8342,83400%$851.5K$787.5K-$63.9K2026-10-27
Oarsman Capital, Inc.
INCREASED2,8141,054+1,760+167%$316.7K$782.0K+$465.3K2026-11-05
XXI Wealth, LLC
INCREASED2,7962,794+2+0%$839.5K$777.0K-$62.5K2026-10-22
Blodgett Wealth Advisors, LLC
DECREASED2,7952,845-50-2%$854.8K$776.7K-$78.1K2026-10-23
Richardson Financial Services Inc.
INCREASED2,7852,622+163+6%$787.8K$773.9K-$13.9K2026-10-30
Smith Salley Wealth Management
UNCHANGED2,7852,78500%$836.8K$773.9K-$62.8K2026-11-03
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED2,7802,78000%$835.3K$772.5K-$62.7K2026-11-02
Cyndeo Wealth Partners, LLC
DECREASED2,7782,794-16-1%$839.5K$772.0K-$67.5K2026-10-16
Trust Co of Oklahoma
INCREASED2,7602,645+115+4%$794.7K$767.0K-$27.7K2026-10-15
Perennial Advisors, LLC
NEW2,752—+2,752——$764.8K—2026-10-13
World Equity Group, Inc.
DECREASED2,7403,316-576-17%$996.4K$761.3K-$235.1K2026-10-14
Shoker Investment Counsel, Inc.
DECREASED2,7392,742-30%$824.0K$761.3K-$62.7K2026-11-04
Heffernan Advisory, Inc
INCREASED2,732900+1,832+204%$270.4K$759.2K+$488.8K2026-10-13
SkyOak Wealth, LLC
UNCHANGED2,7322,73200%$820.8K$759.2K-$61.6K2026-10-28
Goldstein Advisors, LLC
UNCHANGED2,7282,72800%$819.6K$758.1K-$61.5K2026-10-15
Plante Moran Financial Advisors, LLC
DECREASED2,7132,931-218-7%$880.8K$754.0K-$126.8K2026-11-04
Kohmann Bosshard Financial Services, LLC
DECREASED2,7062,707-10%$813.3K$752.0K-$61.3K2026-11-04
Ellis Investment Partners, LLC
DECREASED2,6832,713-30-1%$815.3K$745.8K-$69.5K2026-10-21
M. Kraus & Co
DECREASED2,6752,825-150-5%$848.8K$743.4K-$105.4K2026-10-20
Turtle Creek Wealth Advisors, LLC
DECREASED2,6682,759-91-3%$828.8K$741.4K-$87.4K2026-10-15
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED2,6652,663+2+0%$800.1K$740.6K-$59.5K2026-10-15
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED2,6512,161+490+23%$649.2K$736.8K+$87.6K2026-10-14
Congress Asset Management Co
UNCHANGED2,6502,65000%$796.2K$736.4K-$59.8K2026-10-06
Vima LLC
INCREASED2,6472,488+159+6%$747.6K$735.5K-$12.1K2026-10-23
Investment Partners Asset Management, Inc.
DECREASED2,6362,639-30%$792.9K$732.5K-$60.4K2026-10-09
Principle Wealth Partners LLC
DECREASED2,6262,801-175-6%$841.6K$729.7K-$111.8K2026-11-02
Financial Management Network Inc
INCREASED2,6202,619+1+0%$770.1K$737.6K-$32.5K2026-10-09
Onyx Bridge Wealth Group LLC
DECREASED2,6142,736-122-4%$822.0K$726.4K-$95.6K2026-10-16
AAF Wealth Management, LLC
DECREASED2,6142,643-29-1%$794.2K$726.4K-$67.8K2026-10-28
Lynch & Associates
UNCHANGED2,6102,61000%$784.2K$725.3K-$58.9K2026-10-13
Bangor Savings Bank
DECREASED2,5932,657-64-2%$798.3K$720.6K-$77.7K2026-10-06
Nichols & Pratt Advisers LLP
INCREASED2,5871,437+1,150+80%$431.7K$721.8K+$290.1K2026-10-13
Everhart Financial Group, Inc.
DECREASED2,5842,608-24-1%$783.5K$718.1K-$65.4K2026-10-08
Sard Wealth Management Group, LLC
INCREASED2,5822,576+6+0%$774.1K$717.6K-$56.5K2026-10-16
Tucker Asset Management LLC
INCREASED2,5782,278+300+13%$684.4K$716.5K+$32.1K2026-10-29
Integrity Advisory Solutions, LLC
NEW2,577—+2,577——$716.2K—2026-10-29
Advus Financial Partners, LLC
DECREASED2,5722,593-21-1%$779.0K$714.7K-$64.3K2026-10-20
Mirador Capital Partners LP
INCREASED2,5641,274+1,290+101%$382.7K$712.5K+$329.8K2026-10-09
Raleigh Capital Management Inc.
INCREASED2,556462+2,094+453%$138.7K$710.2K+$571.5K2026-10-28
Endeavor Private Wealth, Inc.
DECREASED2,5542,565-110%$770.5K$709.7K-$60.8K2026-11-05
RMG Wealth Management LLC
INCREASED2,5442,279+265+12%$689.9K$701.6K+$11.7K2026-10-26
Mengis Capital Management, Inc.
DECREASED2,5432,592-49-2%$778.9K$706.6K-$72.3K2026-10-13
Formidable Asset Management, LLC
UNCHANGED2,5332,53300%$628.2K$761.0K+$132.9K2026-11-03
Smith Shellnut Wilson LLC
DECREASED2,5212,550-29-1%$766.1K$700.6K-$65.6K2026-10-21
Guidance Point Advisors, LLC
DECREASED2,5082,577-69-3%$775.0K$697.5K-$77.5K2026-10-15
Postrock Partners LLC
UNCHANGED2,5062,50600%$752.9K$696.4K-$56.5K2026-11-02
Raab & Moskowitz Asset Management LLC
UNCHANGED2,5022,50200%$751.7K$695.3K-$56.4K2026-11-02
Independent Wealth Advisors LLC
DECREASED2,5002,953-453-15%$887.2K$694.8K-$192.4K2026-10-27
Defender Capital, Llc.
UNCHANGED2,5002,50000%$751.1K$694.7K-$56.4K2026-10-01
Mainsail Asset Management, LLC
INCREASED2,4962,490+6+0%$732.0K$702.2K-$29.8K2026-10-14
Entrewealth, LLC
INCREASED2,4941,960+534+27%$584.6K$693.1K+$108.5K2026-10-14
Global View Capital Management LLC
INCREASED2,4871,902+585+31%$571.5K$691.1K+$119.7K2026-10-28
Hohimer Wealth Management, LLC
UNCHANGED2,4852,48500%$746.6K$690.6K-$56.1K2026-11-04
Shepherd Financial Partners LLC
UNCHANGED2,4792,47900%$744.8K$688.9K-$55.9K2026-11-03
Curated Wealth Partners LLC
DECREASED2,4783,239-761-23%$973.2K$688.6K-$284.5K2026-10-15
RDA Financial Network
INCREASED2,4772,444+33+1%$734.3K$688.4K-$45.9K2026-10-15
First Premier Bank
DECREASED2,4752,489-14-1%$748$688-$602026-10-13
Old Second National Bank of Aurora
UNCHANGED2,4732,47300%$743.0K$687.2K-$55.8K2026-10-22
Sage Mountain Advisors LLC
DECREASED2,4722,532-60-2%$760.7K$686.9K-$73.8K2026-11-02
JGP Wealth Management, LLC
UNCHANGED2,4642,46400%$740.3K$684.7K-$55.6K2026-10-13
Eagle Wealth Strategies LLC
UNCHANGED2,4642,46400%$740.3K$684.7K-$55.6K2026-10-20
First City Capital Management, Inc.
DECREASED2,4532,497-44-2%$750.2K$681.7K-$68.5K2026-10-27
Linscomb Wealth, Inc.
DECREASED2,4422,609-167-6%$783.9K$678.5K-$105.4K2026-11-05
Canandaigua National Trust Co of Florida
NEW2,426—+2,426——$674.2K—2026-10-07
Baker Ellis Asset Management LLC
UNCHANGED2,4092,40900%$723.8K$669.4K-$54.3K2026-10-14
St. Clair Advisors, LLC
UNCHANGED2,3982,39800%$720.5K$666.4K-$54.1K2026-10-13
Buckhead Capital Management LLC
UNCHANGED2,3962,39600%$719.9K$665.8K-$54.1K2026-11-03
Bluesphere Advisors LLC
DECREASED2,3862,400-14-1%$721.0K$663.0K-$58.0K2026-10-19
Bigelow Investment Advisors, LLC
DECREASED2,3762,453-77-3%$737.0K$660.3K-$76.6K2026-10-13
Antonelli Financial Advisors, LLC
UNCHANGED2,3742,37400%$713.0K$660.0K-$53.0K2026-10-13
Rare Wolf Capital LLC
UNCHANGED2,3712,37100%$712.4K$658.9K-$53.5K2026-10-20
Cypress Capital Group
UNCHANGED2,3592,35900%$708.8K$655.5K-$53.2K2026-11-03
Summit Investment Advisory Services, LLC
INCREASED2,3562,114+242+11%$635.0K$654.8K+$19.8K2026-11-03
Milestone Asset Management, LLC
DECREASED2,3443,276-932-28%$984.5K$651.6K-$332.9K2026-10-15
CGN Advisors LLC
UNCHANGED2,3242,32400%$698.2K$645.8K-$52.4K2026-10-21
Washington Growth Strategies LLC
UNCHANGED2,3232,32300%$697.9K$645.5K-$52.4K2026-10-19
Krilogy Financial LLC
INCREASED2,3061,978+328+17%$594.2K$640.9K+$46.7K2026-10-13
Capital Asset Advisory Services LLC
DECREASED2,3052,714-409-15%$815.6K$637.8K-$177.8K2026-10-30
Security Benefit Life Insurance Co
INCREASED2,3002,000+300+15%$600.9K$639.1K+$38.2K2026-11-05
Castellan Group
UNCHANGED2,2972,29700%$690.1K$638.3K-$51.8K2026-10-19
Carrera Capital Advisors
DECREASED2,2962,297-10%$690.0K$638.1K-$51.9K2026-11-03
Trilogy Capital Inc.
DECREASED2,2952,536-241-9%$762.0K$637.8K-$124.2K2026-10-20
Woodside Wealth Management LLC
DECREASED2,2802,480-200-8%$745.1K$633.6K-$111.5K2026-10-16
Upper Left Wealth Management, LLC
DECREASED2,2752,290-15-1%$688.0K$632.2K-$55.8K2026-10-14
Optivise Advisory Services LLC
DECREASED2,2692,274-50%$683.3K$630.6K-$52.6K2026-10-19
Brown Miller Wealth Management, LLC
UNCHANGED2,2662,26600%$680.7K$629.7K-$51.0K2026-11-02
Xponance LLC
NEW2,265—+2,265——$629.4K—2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED2,2642,676-412-15%$804.1K$629.2K-$174.8K2026-10-19
Measured Risk Portfolios, Inc.
DECREASED2,2592,289-30-1%$687.7K$627.9K-$59.9K2026-10-21
PVG Asset Management Corp
INCREASED2,2492,231+18+1%$670.3K$625.0K-$45.3K2026-10-19
DKM Wealth Management, Inc.
DECREASED2,2422,319-77-3%$696.7K$623.0K-$73.7K2026-10-09
Investmark Advisory Group LLC
INCREASED2,2341,625+609+37%$488.1K$620.9K+$132.8K2026-10-27
Winthrop Capital Management, LLC
UNCHANGED2,2342,23400%$671.0K$620.8K-$50.2K2026-11-05
Jackson Square Capital, LLC
UNCHANGED2,2192,21900%$666.7K$616.6K-$50.1K2026-10-19
Rockwood Wealth Management, LLC
DECREASED2,2182,388-170-7%$717.3K$616.2K-$101.1K2026-10-27
Total Wealth Planning & Management, Inc.
INCREASED2,2062,081+125+6%$625.2K$613.0K-$12.2K2026-10-23
Penney Financial, LLC
UNCHANGED2,2032,20300%$661.9K$612.2K-$49.7K2026-10-20
Innova Wealth Partners
INCREASED2,2012,019+182+9%$606.7K$611.7K+$5.1K2026-10-21
BAR Harbor Wealth Management
UNCHANGED2,1982,19800%$660.4K$610.8K-$49.6K2026-10-21
Register Financial Advisors LLC
INCREASED2,1962,135+61+3%$641.6K$610.4K-$31.3K2026-10-23
Elyxium Wealth, LLC
UNCHANGED2,1962,19600%$659.7K$610.1K-$49.5K2026-10-27
Gables Capital Management Inc.
UNCHANGED2,1832,18300%$655.9K$606.6K-$49.2K2026-11-04
Retirement Investment Advisors, Inc.
UNCHANGED2,1772,17700%$638.9K$605.0K-$33.9K2026-10-22
Stone Summit Wealth LLC
UNCHANGED2,1762,17600%$653.8K$604.7K-$49.1K2026-10-14
Integral Investment Advisors, Inc.
UNCHANGED2,1672,16700%$651.1K$602.2K-$48.9K2026-11-03
Kondo Wealth Advisors, Inc.
INCREASED2,1642,154+10+0%$647.2K$601.4K-$45.9K2026-10-19
Cortland Associates Inc
UNCHANGED2,1602,16000%$649.0K$600.0K-$49.0K2026-10-29
Tran Capital Management, L.P.
UNCHANGED2,1592,15900%$648.7K$600.0K-$48.7K2026-10-19
Commonwealth Financial Services, LLC
DECREASED2,1572,299-142-6%$690.8K$599.5K-$91.3K2026-10-20
Kelleher Financial Advisors
INCREASED2,1551,300+855+66%$390.6K$598.9K+$208.3K2026-10-30
RPG Investment Advisory, LLC
DECREASED2,1403,165-1,025-32%$950.9K$594.7K-$356.2K2026-10-21
Maseco LLP
UNCHANGED2,1252,12500%$638.4K$590.6K-$47.7K2026-10-27
Adell Harriman & Carpenter Inc
DECREASED2,1202,191-71-3%$658.4K$589.3K-$69.2K2026-11-02
Kaizen Financial Strategies
INCREASED2,1142,063+51+2%$617.6K$587.4K-$30.2K2026-10-09
Goelzer Investment Management, Inc.
INCREASED2,1131,239+874+71%$372.3K$587.2K+$214.9K2026-10-16
Magnus Financial Group LLC
UNCHANGED2,1132,11300%$634.8K$587.3K-$47.5K2026-10-21
Breachway Investments LLC
DECREASED2,1102,150-40-2%$646.0K$586.3K-$59.6K2026-10-19
Annex Advisory Services, LLC
DECREASED2,1092,125-16-1%$638.6K$586.2K-$52.4K2026-10-16
Tritonpoint Wealth, LLC
DECREASED2,1082,308-200-9%$693.6K$585.9K-$107.7K2026-10-19
Financial Partners Group, Inc
DECREASED2,1052,108-30%$633.4K$584.8K-$48.6K2026-10-19
Kassira Wealth Management LLC
DECREASED2,1032,154-51-2%$647.2K$584.4K-$62.8K2026-10-28
Acorn Financial Advisory Services Inc
INCREASED2,0901,950+140+7%$585.8K$581.1K-$4.7K2026-11-02
Heritage Investment Group, Inc.
INCREASED2,0892,012+77+4%$604.5K$580.6K-$23.9K2026-11-03
Midland Wealth Advisors, LLC
DECREASED2,0892,118-29-1%$636.4K$580.5K-$55.8K2026-10-26
Howland Capital Management LLC
INCREASED2,0812,044+37+2%$614.1K$578.3K-$35.8K2026-10-22
Sterling Investment Counsel, LLC
INCREASED2,0791,884+195+10%$566.0K$577.7K+$11.7K2026-10-19
KRS Capital Management, LLC
INCREASED2,0742,073+1+0%$623.0K$576.3K-$46.7K2026-10-16
Riverbridge Partners LLC
DECREASED2,0712,655-584-22%$797.7K$575.5K-$222.2K2026-11-05
Amplius Wealth Advisors, LLC
INCREASED2,0661,733+333+19%$520.7K$574.1K+$53.4K2026-10-20
LexAurum Advisors, LLC
DECREASED2,0612,078-17-1%$624.5K$572.7K-$51.8K2026-10-19
James J. Burns & Company, LLC
DECREASED2,0572,095-38-2%$629.4K$571.5K-$57.8K2026-10-22
Tcfg Investment Advisors, LLC
DECREASED2,0532,062-90%$619.5K$570.5K-$49.0K2026-10-20
BlueSky Wealth Advisors, LLC
INCREASED2,0472,036+11+1%$611.7K$568.8K-$42.9K2026-10-29
Liberty Capital Management, Inc.
UNCHANGED2,0422,04200%$613.5K$567.5K-$46.1K2026-11-02
Fourpath Capital Management, LLC
UNCHANGED2,0312,03100%$610.2K$564.4K-$45.8K2026-10-19
First International Bank of Israel Ltd.
DECREASED2,0303,660-1,630-45%$1.1M$564.1K-$535.4K2026-11-04
Cypress Wealth Services, LLC
UNCHANGED2,0282,02800%$609.3K$570.6K-$38.6K2026-10-21
Guardsman Private Capital Management, Inc.
UNCHANGED2,0162,01600%$605.8K$560.4K-$45.5K2026-10-19
Costello Asset Management, Inc
DECREASED2,0132,015-20%$605.4K$559.5K-$46.0K2026-10-30
Anchyra Partners LLC
UNCHANGED2,0102,01000%$603.9K$558.6K-$45.3K2026-10-13
Integrity Investment Advisors, LLC
UNCHANGED1,9991,99900%$600.6K$555.5K-$45.1K2026-11-03
Able Financial Group, LLC
DECREASED1,9952,022-27-1%$607.5K$554.4K-$53.1K2026-10-14
Mayfair Advisory Group, LLC
UNCHANGED1,9901,99000%$579.4K$553.0K-$26.4K2026-10-20
Hummer Financial Advisory Services Inc
UNCHANGED1,9751,97500%$593.4K$548.8K-$44.6K2026-10-09
True North Advisors, LLC
INCREASED1,9671,068+899+84%$321.0K$546.5K+$225.5K2026-10-22
Geneva Partners, LLC
UNCHANGED1,9551,95500%$587.5K$543.2K-$44.3K2026-10-26
Midwest Financial Group LLC
INCREASED1,9531,821+132+7%$547.1K$542.7K-$4.5K2026-10-15
Cahaba Wealth Management, Inc.
DECREASED1,9532,040-87-4%$612.9K$542.8K-$70.1K2026-10-26
Mascoma Wealth Management LLC
DECREASED1,9462,081-135-6%$625.2K$540.8K-$84.5K2026-10-23
Partners Wealth Management, LLC
NEW1,940—+1,940——$539.1K—2026-10-28
Cypress Financial Planning LLC
DECREASED1,9291,944-15-1%$584.1K$536.1K-$48.0K2026-10-09
Journey Beyond Wealth, LLC
DECREASED1,9242,458-534-22%$738.5K$534.7K-$203.8K2026-11-04
TrustBank
INCREASED1,9221,750+172+10%$525.8K$534.1K+$8.3K2026-10-20
King Luther Capital Management Corp
UNCHANGED1,9191,91900%$576.6K$533.3K-$43.3K2026-11-05
GR Financial Group, LLC
INCREASED1,914698+1,216+174%$209.8K$532.0K+$322.2K2026-10-27
Compass Financial Management LLC
DECREASED1,9106,030-4,120-68%$1.8M$530.8K-$1.3M2026-10-30
Transce3nd, LLC
NEW1,909—+1,909——$527.8K—2026-10-26
Wavvest Wealth LLC
NEW1,903—+1,903——$528.8K—2026-10-21
Abacus Wealth Partners, LLC
INCREASED1,9001,700+200+12%$510.8K$528.0K+$17.2K2026-11-03
Rockland Trust Co
UNCHANGED1,8961,89600%$569.7K$526.9K-$42.8K2026-10-05
Samalin Investment Counsel, LLC
INCREASED1,8791,874+5+0%$563.1K$522.2K-$40.9K2026-10-23
Grandfield & Dodd, LLC
UNCHANGED1,8711,87100%$562.1K$519.9K-$42.2K2026-10-29
Vista Investment Partners II, LLC
NEW1,864—+1,864——$518.0K—2026-10-15
Quartz Partners, LLC
INCREASED1,8571,728+129+7%$519.2K$516.0K-$3.1K2026-11-03
Adkins Seale Capital Management LLC
UNCHANGED1,8561,85600%$557.6K$515.8K-$41.9K2026-10-27
Atwater Malick LLC
INCREASED1,8511,547+304+20%$464.8K$514.4K+$49.6K2026-10-15
Balefire, LLC
DECREASED1,8451,962-117-6%$589.6K$512.7K-$76.9K2026-10-09
Cardinal Point Capital Management ULC
UNCHANGED1,8451,84500%$554.3K$512.7K-$41.6K2026-10-21
Capital CS Group, LLC
NEW1,840—+1,840——$511.4K—2026-10-29
Wealthstar Advisors, LLC
INCREASED1,8321,769+63+4%$531.5K$509.0K-$22.5K2026-10-19
Gutierrez Wealth Advisory, LLC
INCREASED1,8291,598+231+14%$480.2K$508.2K+$28.0K2026-11-02
Allstreet Capital Advisors LLC
DECREASED1,8291,846-17-1%$554.6K$508.3K-$46.4K2026-11-04
Narwhal Capital Management
INCREASED1,8241,822+2+0%$547.4K$506.9K-$40.5K2026-11-04
Rossby Financial, LCC
DECREASED1,8222,476-654-26%$743.8K$506.4K-$237.4K2026-11-05
Argyle Capital Partners, LLC
DECREASED1,8191,869-50-3%$561.4K$505.4K-$56.0K2026-10-23
GHP Investment Advisors, Inc.
INCREASED1,8141,813+1+0%$544.7K$504.1K-$40.5K2026-10-15
Zullo Investment Group, Inc.
INCREASED1,8111,653+158+10%$496.9K$503.4K+$6.5K2026-10-20
Lavelle Capital LP
INCREASED1,8111,806+5+0%$542.6K$503.2K-$39.4K2026-11-03
Stanich Group LLC
UNCHANGED1,8091,80900%$543.7K$502.8K-$40.8K2026-10-16
Charles Schwab Trust Co
INCREASED1,8051,115+690+62%$335.0K$501.6K+$166.6K2026-10-15
Uptick Partners, LLC
INCREASED1,8001,773+27+2%$532.8K$500.3K-$32.4K2026-11-04
Pinion Investment Advisors, LLC
INCREASED1,7951,792+3+0%$538.4K$498.8K-$39.6K2026-11-04
Tennessee Valley Asset Management Partners
DECREASED1,7791,818-39-2%$546.4K$494.2K-$52.1K2026-11-03
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,7771,77700%$533.9K$493.8K-$40.1K2026-10-30
Market Street Wealth Management Advisors LLC
DECREASED1,7761,822-46-3%$547.5K$493.5K-$54.0K2026-10-09
Beacon Capital Management, LLC
DECREASED1,7712,284-513-22%$686.2K$492.0K-$194.2K2026-10-23
Marin Bay Wealth Advisors, LLC
INCREASED1,7701,766+4+0%$530.7K$492.1K-$38.5K2026-10-28
Aurora Private Wealth, Inc.
INCREASED1,7621,758+4+0%$528.0K$490-$527.5K2026-10-20
Tenon Financial LLC
UNCHANGED1,7611,76100%$529.1K$489.4K-$39.7K2026-10-14
Flagstone Financial Management
UNCHANGED1,7581,75800%$528.2K$488.5K-$39.7K2026-11-05
North Capital, Inc.
INCREASED1,7561,688+68+4%$507.1K$486.0K-$21.1K2026-10-16
Blueline Advisors LLC
UNCHANGED1,7531,75300%$526.8K$487.2K-$39.6K2026-10-15
Purewater Capital LLC
NEW1,752—+1,752——$486.9K—2026-10-23
Concord Wealth Partners
DECREASED1,7501,853-103-6%$556.9K$486.4K-$70.5K2026-11-02
BLB&B Advisors, LLC
INCREASED1,7401,136+604+53%$341.2K$483.5K+$142.2K2026-10-27
Detalus Advisors, LLC
INCREASED1,7381,715+23+1%$515.4K$483.1K-$32.3K2026-10-15
Stronghold Wealth Management L.L.C.
DECREASED1,7363,050-1,314-43%$916.4K$482.4K-$434.0K2026-10-16
West Paces Advisors Inc.
DECREASED1,7362,077-341-16%$623.9K$482.5K-$141.4K2026-10-13
Professional Advisory Services Inc
UNCHANGED1,7351,73500%$521$482-$392026-10-08
Denver PWM, LLC
INCREASED1,7331,729+4+0%$527.5K$481.6K-$45.9K2026-10-22
Brown Financial Advisory
UNCHANGED1,7321,73200%$520.4K$481.3K-$39.1K2026-11-05
Gerber, LLC
INCREASED1,7311,703+28+2%$511.8K$481.2K-$30.6K2026-10-21
Karnit Road Accident Victims Compensation Fund
NEW1,730—+1,730——$480.8K—2026-11-04
Northland Securities, Inc.
DECREASED1,7211,757-36-2%$527.9K$478.2K-$49.6K2026-11-02
Amicus Financial Advisors, LLC
DECREASED1,7051,708-30%$513.1K$473.8K-$39.3K2026-11-03
Wealthcare Capital Partners, LLC
DECREASED1,7042,138-434-20%$642.3K$473.6K-$168.7K2026-10-21
Smallwood Wealth Investment Management, LLC
UNCHANGED1,6961,69600%$509.6K$471.4K-$38.3K2026-10-30
Horizon Wealth Management, LLC
DECREASED1,69594,986-93,291-98%$28.5M$471.1K-$28.1M2026-11-02
Arthur M. Cohen & Associates, LLC
UNCHANGED1,6941,69400%$508.8K$470.6K-$38.2K2026-10-26
Seelaus Asset Management LLC
DECREASED1,6861,691-50%$508.1K$468.5K-$39.5K2026-10-14
Consilium Wealth Advisory, LLC
DECREASED1,6842,084-400-19%$626.1K$468.0K-$158.2K2026-10-14
Legacies Wealth LLC
DECREASED1,6831,716-33-2%$515.6K$467.8K-$47.9K2026-11-02
Arlington Trust Co LLC
NEW1,680—+1,680——$466.9K—2026-10-20
AFG Fiduciary Services Limited Partnership
INCREASED1,6781,671+7+0%$497.3K$464.3K-$33.0K2026-10-21
Clifford Swan Investment Counsel LLC
DECREASED1,6772,094-417-20%$629.1K$466.0K-$163.1K2026-11-05
Pflug Koory, LLC
INCREASED1,6681,665+3+0%$500.4K$463.4K-$36.9K2026-10-26
Cannon Capital Management, Inc.
DECREASED1,6661,921-255-13%$577.2K$463.0K-$114.2K2026-11-03
First Interstate Bank
INCREASED1,6651,655+10+1%$497.2K$462.7K-$34.6K2026-10-23
Brooklyn FI, LLC
INCREASED1,663701+962+137%$205.9K$472.3K+$266.4K2026-11-05
S.A. Mason LLC
UNCHANGED1,6601,66000%$498.7K$461.3K-$37.5K2026-10-13
Matauro, LLC
DECREASED1,6571,775-118-7%$533.2K$460.3K-$72.8K2026-11-03
Acute Investment Advisory, LLC
DECREASED1,6551,735-80-5%$521.3K$459.9K-$61.4K2026-10-16
Landmark Wealth Management, LLC
INCREASED1,6511,570+81+5%$471.7K$458.9K-$12.8K2026-11-03
Phillips Financial Management, LLC
UNCHANGED1,6501,65000%$495.7K$458.5K-$37.2K2026-10-19
Inlet Private Wealth, LLC
UNCHANGED1,6491,64900%$495.4K$458.2K-$37.2K2026-10-21
Apollon Financial, LLC
DECREASED1,6451,651-60%$496.0K$457.2K-$38.7K2026-10-23
Layline Advisors, LLC
DECREASED1,6441,660-16-1%$498.7K$456.9K-$41.8K2026-11-02
180 Wealth Advisors, LLC
INCREASED1,6441,635+9+1%$491.2K$457.0K-$34.2K2026-11-03
Hoxton Planning & Management, LLC
DECREASED1,6382,003-365-18%$601.7K$455.1K-$146.6K2026-10-15
Sage Financial Group Inc
INCREASED1,6371,626+11+1%$488.6K$454.9K-$33.7K2026-10-27
Atlas Private Wealth Advisors
DECREASED1,6301,687-57-3%$507.0K$452.8K-$54.1K2026-10-23
Westover Capital Advisors, LLC
UNCHANGED1,6291,62900%$489.4K$452.7K-$36.8K2026-10-26
Patten Group, Inc.
INCREASED1,6211,402+219+16%$421.2K$450.5K+$29.2K2026-10-26
Stonebridge Financial Group, LLC
DECREASED1,6211,658-37-2%$498.1K$450.5K-$47.7K2026-10-01
ARQ Wealth Advisors, LLC
INCREASED1,6101,594+16+1%$468.2K$447.3K-$20.9K2026-10-29
Harrington Investments, Inc
UNCHANGED1,6101,61000%$483.7K$447.4K-$36.3K2026-10-14
Sentinel Advisory Group, LLC
UNCHANGED1,6051,60500%$482.2K$446.0K-$36.2K2026-10-20
Eagle Global Advisors LLC
INCREASED1,6001,530+70+5%$459.7K$444.6K-$15.1K2026-11-02
Nicollet Investment Management, Inc.
UNCHANGED1,5991,59900%$480.0K$444-$479.6K2026-10-14
Global Assets Advisory, LLC
INCREASED1,5931,489+104+7%$448.0K$451.3K+$3.3K2026-10-28
Allen Mooney & Barnes Investment Advisors LLC
INCREASED1,5901,568+22+1%$471.1K$441.8K-$29.4K2026-10-08
Bath Savings Trust Co
INCREASED1,5791,498+81+5%$450.1K$438.8K-$11.3K2026-10-07
Exchange Bank
UNCHANGED1,5761,57600%$473.5K$438.0K-$35.6K2026-10-07
Gemmer Asset Management LLC
DECREASED1,5741,588-14-1%$477.1K$437.4K-$39.7K2026-10-16
BOS Asset Management, LLC
UNCHANGED1,5741,57400%$472.9K$437.4K-$35.5K2026-10-09
Armstrong Advisory Group, Inc
DECREASED1,5691,599-30-2%$480.3K$436.0K-$44.3K2026-10-09
Peoples Bank
UNCHANGED1,5691,56900%$471.4K$436.0K-$35.4K2026-10-09
Polaris Investment Advisors, LLC
DECREASED1,5631,567-40%$470.8K$434.3K-$36.5K2026-10-20
Richmond Investment Services, LLC
INCREASED1,5611,559+2+0%$468.4K$433.7K-$34.7K2026-10-29
Moulton Wealth Management, Inc
DECREASED1,5571,568-11-1%$472.4K$434.5K-$37.9K2026-10-13
TCI Wealth Advisors, Inc.
DECREASED1,5551,586-31-2%$476.5K$432.2K-$44.3K2026-10-30
Genesis Private Wealth, LLC
UNCHANGED1,5521,55200%$466.3K$431.3K-$35.0K2026-11-02
Quadrant Private Wealth Management, LLC
NEW1,551—+1,551——$431.0K—2026-11-04
Elevation Wealth Partners, LLC
INCREASED1,5431,480+63+4%$444.7K$428.8K-$15.9K2026-10-07
Wespac Advisors, LLC
DECREASED1,5403,749-2,209-59%$1.1M$428.0K-$698.4K2026-10-26
Ipswich Investment Management Co., Inc.
UNCHANGED1,5401,54000%$462.7K$428.0K-$34.7K2026-10-13
Omni 360 Wealth, Inc.
INCREASED1,5391,276+263+21%$383.4K$427.7K+$44.3K2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED1,5341,531+3+0%$460.0K$426.4K-$33.7K2026-10-21
Flower City Capital
UNCHANGED1,5321,53200%$460.3K$425.8K-$34.6K2026-10-15
DDD Partners, LLC
NEW1,520—+1,520——$422.4K—2026-11-02
Financial Harvest, LLC
INCREASED1,5191,319+200+15%$396.3K$422.1K+$25.8K2026-10-15
Verity Asset Management, Inc.
INCREASED1,5151,279+236+18%$384.1K$421.0K+$36.8K2026-10-30
Crumly & Associates Inc.
INCREASED1,514882+632+72%$264.9K$420.7K+$155.8K2026-10-07
Birinyi Associates Inc
UNCHANGED1,5101,51000%$454.0K$420-$453.6K2026-10-28
Romano Brothers and Company
INCREASED1,5061,291+215+17%$387.9K$418.5K+$30.6K2026-10-22
Breakwater Investment Management
UNCHANGED1,5041,50400%$451.9K$417.9K-$33.9K2026-10-20
SeaCrest Wealth Management, LLC
INCREASED1,5031,421+82+6%$426.8K$417.6K-$9.3K2026-10-21
Sharkey, Howes & Javer
DECREASED1,4951,523-28-2%$457.5K$415.5K-$42.1K2026-10-22
Successful Portfolios LLC
UNCHANGED1,4941,49400%$443.8K$422.4K-$21.3K2026-10-09
Sage Capital Management, LLC
INCREASED1,4931,492+1+0%$449.7K$416.0K-$33.6K2026-10-20
Twelve Points Wealth Management LLC
NEW1,487—+1,487——$415.2K—2026-11-03
Asio Capital, LLC
UNCHANGED1,4841,48400%$445.9K$412.4K-$33.5K2026-10-19
Monte Financial Group, LLC
UNCHANGED1,4831,48300%$431.9K$412.1K-$19.7K2026-11-02
Mullaney, Keating & Wright, Inc.
INCREASED1,4811,281+200+16%$385.0K$411.5K+$26.6K2026-10-19
L. Roy Papp & Associates, LLP
UNCHANGED1,4801,48000%$444.7K$411.3K-$33.4K2026-10-21
Noble Wealth Management PBC
DECREASED1,4781,638-160-10%$492.1K$410.7K-$81.4K2026-10-01
Southern Michigan Bank & Trust
UNCHANGED1,4721,47200%$442.3K$409.1K-$33.2K2026-10-19
Curry Webb Wealth Management LLC
UNCHANGED1,4701,47000%$441.8K$441.8K$02026-10-22
Lmcg Investments, LLC
DECREASED1,4671,484-17-1%$445.9K$407.7K-$38.2K2026-10-21
15 Wealth Advisors LLC
NEW1,466—+1,466——$407.1K—2026-10-14
Legacy Financial Strategies, LLC
DECREASED1,4661,485-19-1%$446.2K$407.4K-$38.8K2026-10-15
Valley Forge Investment Consultants Inc ADV
INCREASED1,4601,405+55+4%$422.1K$405.7K-$16.4K2026-11-03
Ledyard National Bank
DECREASED1,4591,829-370-20%$549.5K$405.4K-$144.1K2026-10-21
Moran Wealth Management, LLC
NEW1,454—+1,454——$404.1K—2026-10-22
Interchange Capital Partners, LLC
DECREASED1,4541,467-13-1%$440.8K$404.1K-$36.7K2026-10-28
Eclectic Associates Inc
INCREASED1,4501,436+14+1%$431.4K$403.0K-$28.4K2026-10-09
Argus Investors' Counsel, Inc.
UNCHANGED1,4421,44200%$433.2K$400.7K-$32.5K2026-10-09
Shrier Wealth Management, LLC
INCREASED1,4401,438+2+0%$432.0K$400.1K-$31.9K2026-10-20
Omega Financial Group, LLC
INCREASED1,4401,439+1+0%$432.2K$400.2K-$32.0K2026-10-29
One Way Holdings LLC
INCREASED1,4391,427+12+1%$428.7K$399.9K-$28.9K2026-10-29
Birchbrook, Inc.
DECREASED1,4321,476-44-3%$443.5K$397.9K-$45.5K2026-10-14
WealthBridge Investment Counsel Inc.
UNCHANGED1,4321,43200%$430$398-$322026-10-13
Journey Advisory Group, LLC
INCREASED1,4301,227+203+17%$368.7K$397.4K+$28.7K2026-11-04
Trueblood Wealth Management, LLC
INCREASED1,4291,426+3+0%$428.6K$397.1K-$31.5K2026-10-23
Lauterbach Financial Advisors, LLC
UNCHANGED1,4291,42900%$429.3K$397.1K-$32.2K2026-10-21
GLR Partners, LLC
DECREASED1,4281,532-104-7%$460.3K$396.8K-$63.5K2026-11-04
Dala Group, LLC
UNCHANGED1,4241,42400%$427.8K$395.7K-$32.1K2026-10-29
Redwood Family Wealth LLC
UNCHANGED1,4201,42000%$426.6K$394.6K-$32.0K2026-10-20
Blackston Financial Advisory Group, LLC
DECREASED1,4161,688-272-16%$507.2K$393.5K-$113.7K2026-11-04
Bedminster, LLC
UNCHANGED1,4131,41300%$424.6K$392.7K-$31.9K2026-11-04
InvesTrust
DECREASED1,4051,503-98-7%$451.6K$390.4K-$61.1K2026-10-14
DeLarme Wealth Management, Inc.
INCREASED1,4031,402+1+0%$421.2K$389.9K-$31.3K2026-10-30
High Net Worth Advisory Group LLC
UNCHANGED1,4031,40300%$421.5K$389.9K-$31.7K2026-10-26
Isthmus Partners, LLC
INCREASED1,3991,168+231+20%$350.9K$388.8K+$37.8K2026-10-21
Flynn Zito Capital Management, LLC
INCREASED1,3991,398+1+0%$420.0K$388.8K-$31.3K2026-11-04
Boston Common Asset Management, LLC
INCREASED1,3961,395+1+0%$419.1K$387.9K-$31.2K2026-10-13
Praetorian Wealth Management, Inc.
UNCHANGED1,3901,39000%$417.6K$386.3K-$31.4K2026-10-16
KW Wealth Management LLC
NEW1,386—+1,386——$385.3K—2026-10-28
Oakworth Capital, Inc.
INCREASED1,3851,090+295+27%$327.2K$384.9K+$57.7K2026-10-26
Wolff Wiese Magana LLC
INCREASED1,3801,348+32+2%$405.0K$383.5K-$21.5K2026-10-15
Latitude Advisors, LLC
DECREASED1,3791,471-92-6%$441.8K$383.1K-$58.8K2026-10-27
Bay Capital Advisors, LLC
DECREASED1,3761,381-50%$414.8K$382.2K-$32.6K2026-10-16
D.B. Root & Company, LLC
INCREASED1,3761,374+2+0%$412.9K$382.4K-$30.4K2026-11-04
Piscataqua Savings Bank
UNCHANGED1,3731,37300%$412.5K$381.5K-$31.0K2026-10-21
Gibbs Wealth Management
INCREASED1,367749+618+83%$225.0K$379.9K+$154.8K2026-10-22
TritonPoint Partners, LLC
DECREASED1,3643,178-1,814-57%$954.8K$378.9K-$575.8K2026-11-05
Blankinship & Foster, LLC
UNCHANGED1,3551,35500%$407.1K$376.5K-$30.6K2026-10-19
Aviso Wealth Management
UNCHANGED1,3511,35100%$405.9K$375.4K-$30.5K2026-11-04
Diligent Investors, LLC
INCREASED1,3461,345+1+0%$404.2K$373.9K-$30.3K2026-10-21
Sanchez Gaunt Capital Management, LLC
INCREASED1,3431,214+129+11%$364.7K$373.2K+$8.5K2026-11-03
BNC Wealth Management, LLC
DECREASED1,3381,500-162-11%$450.6K$371.7K-$78.9K2026-10-19
Lake Street Private Wealth, LLC
INCREASED1,3361,310+26+2%$393.6K$371.3K-$22.3K2026-10-22
Heritage OAK Wealth Advisors LLC
NEW1,334—+1,334——$370.7K—2026-10-14
MBA Advisors LLC
UNCHANGED1,3321,33200%$400.2K$370.1K-$30.1K2026-10-29
Beacon Bank & Trust
INCREASED1,3291,318+11+1%$396.0K$369.3K-$26.7K2026-10-27
Albion Financial Group
UNCHANGED1,3271,32700%$398.6K$368.6K-$29.9K2026-10-21
Triton Wealth Management, Pllc
INCREASED1,3261,103+223+20%$323.7K$373.1K+$49.4K2026-11-04
Arvest Investments, Inc.
DECREASED1,3221,327-50%$398.7K$367.4K-$31.3K2026-10-21
PDS Planning, Inc
INCREASED1,3211,118+203+18%$335.9K$367.1K+$31.2K2026-11-03
G2 Capital Management, LLC / OH
UNCHANGED1,3201,32000%$396.6K$366.8K-$29.8K2026-10-23
Accelerate Investment Advisors LLC
INCREASED1,3181,212+106+9%$364.3K$366.1K+$1.8K2026-11-02
Aviance Capital Partners, LLC
UNCHANGED1,3161,31600%$395.4K$365.7K-$29.7K2026-10-29
Private Client Services, LLC
DECREASED1,3151,415-100-7%$425.1K$365.5K-$59.6K2026-10-02
Carter Financial Group, Inc.
UNCHANGED1,3121,31200%$394.1K$364.5K-$29.6K2026-10-21
Wedgewood Investors Inc
UNCHANGED1,3081,30800%$392.9K$363.4K-$29.5K2026-10-28
DiNuzzo Private Wealth, Inc.
INCREASED1,3071,301+6+0%$390.8K$363.1K-$27.7K2026-10-16
Newman Dignan & Sheerar, Inc.
DECREASED1,3061,326-20-2%$398.4K$362.9K-$35.5K2026-10-21
KWB Wealth
INCREASED1,3031,258+45+4%$378.0K$362.1K-$15.9K2026-10-16
Capstone Capital Management Ltd
NEW1,300—+1,300——$361.3K—2026-10-21
Park Capital Management, LLC / WI
UNCHANGED1,2941,29400%$388.8K$359.6K-$29.2K2026-10-13
Stegner Investment Associates Inc.
UNCHANGED1,2931,29300%$388.6K$359.4K-$29.2K2026-10-15
Adirondack Trust Co
UNCHANGED1,2891,28900%$387.3K$358.2K-$29.1K2026-10-14
Patriot Financial Group Insurance Agency, LLC
INCREASED1,288783+505+65%$235.3K$357.9K+$122.7K2026-10-14
Epiq Partners, LLC
INCREASED1,2841,238+46+4%$372.1K$356.8K-$15.3K2026-10-07
Redhawk Wealth Advisors, Inc.
DECREASED1,27716,243-14,966-92%$4.9M$355.0K-$4.5M2026-10-14
Retirement Planning Co of New England, Inc.
INCREASED1,2771,238+39+3%$372.1K$355.0K-$17.1K2026-10-15
First Hawaiian Bank
UNCHANGED1,2721,27200%$382.2K$353.5K-$28.7K2026-10-14
Nfsg Corp
INCREASED1,2701,243+27+2%$373.6K$352.8K-$20.7K2026-10-15
MW Advisory, LLC
UNCHANGED1,2651,26500%$380.1K$351.5K-$28.5K2026-10-19
Boyum Wealth Architects LLC
DECREASED1,2611,767-506-29%$518.6K$355.0K-$163.6K2026-10-06
Xcel Wealth Management, LLC
DECREASED1,2601,273-13-1%$382.5K$350.1K-$32.3K2026-10-26
Dedeker Financial LLC
UNCHANGED1,2481,24800%$374.8K$346.7K-$28.1K2026-10-23
Main Street Group, LTD
UNCHANGED1,2481,24800%$375.0K$346.8K-$28.2K2026-10-28
Flagship Wealth Advisors, LLC
DECREASED1,2471,415-168-12%$425.1K$346.5K-$78.6K2026-11-03
Old Mission Investment Co LLC
UNCHANGED1,2461,24600%$374.3K$346.2K-$28.1K2026-10-22
Lincoln Capital LLC
UNCHANGED1,2461,24600%$374.4K$346.3K-$28.1K2026-10-09
Capital Investment Counsel, Inc
UNCHANGED1,2401,24000%$372.6K$344.6K-$28.0K2026-10-20
marrick wealth, LLC
UNCHANGED1,2381,23800%$372.0K$344.0K-$27.9K2026-10-20
Elevatus Welath Management
INCREASED1,2331,118+115+10%$336.0K$342.6K+$6.5K2026-10-19
ARS Wealth Advisors Group, LLC
UNCHANGED1,2331,23300%$370.5K$342.6K-$27.8K2026-10-16
Tenet Wealth Partners, LLC
UNCHANGED1,2301,23000%$360.3K$341.8K-$18.5K2026-10-19
Greenfield Savings Bank
UNCHANGED1,2281,22800%$369.0K$341.2K-$27.7K2026-10-07
Peoples Bank
DECREASED1,2271,238-11-1%$372.0K$341.0K-$31.0K2026-10-26
Mine & Arao Wealth Creation & Management, Llc.
DECREASED1,2261,274-48-4%$382.7K$340.7K-$41.9K2026-10-29
Rainier Family Wealth Inc
DECREASED1,2241,246-22-2%$374.4K$340.1K-$34.2K2026-11-02
Roffman Miller Associates Inc
UNCHANGED1,2191,21900%$366.2K$338.8K-$27.4K2026-10-19
FC Advisory LLC
INCREASED1,2181,209+9+1%$363.3K$338.6K-$24.7K2026-10-05
Burney Co/
INCREASED1,2151,198+17+1%$359.9K$337.7K-$22.3K2026-10-15
KRM Wealth Management L.L.C.
INCREASED1,2141,163+51+4%$349.3K$337.3K-$12.0K2026-11-02
River Street Advisors LLC
INCREASED1,2111,199+12+1%$360.2K$336.5K-$23.7K2026-10-22
Insight Wealth Strategies, LLC
DECREASED1,2091,248-39-3%$373.6K$336.1K-$37.5K2026-10-09
Yankcom Partnership
INCREASED1,2091,201+8+1%$360.8K$335.7K-$25.0K2026-10-15
Trace Wealth Advisors, LLC
NEW1,203—+1,203——$334.3K—2026-10-30
Ping Capital Management, Inc.
INCREASED1,200800+400+50%$240.4K$333.5K+$93.1K2026-10-13
Approach Retirement Advisors, LLC
UNCHANGED1,2001,20000%$360.5K$333.5K-$27.1K2026-10-22
J. L. Bainbridge & Co., Inc.
UNCHANGED1,2001,20000%$360.5K$333.5K-$27.1K2026-10-20
CV Advisors LLC
UNCHANGED1,2001,20000%$360.5K$333.4K-$27.1K2026-10-13
Advocate Group LLC
DECREASED1,1931,593-400-25%$478.6K$331.5K-$147.1K2026-10-19
Cypress Capital, LLC
NEW1,190—+1,190——$330.7K—2026-10-20
Downshift Financial, LLC
UNCHANGED1,1861,18600%$356.3K$329.6K-$26.8K2026-10-13
Dara Capital US, Inc.
UNCHANGED1,1851,18500%$356.0K$329.3K-$26.7K2026-10-29
Kelsey Financial, LLC
UNCHANGED1,1851,18500%$356.0K$329.3K-$26.7K2026-10-28
City State Bank
INCREASED1,1821,170+12+1%$351.5K$328.5K-$23.1K2026-10-20
W Advisors, LLC
INCREASED1,1751,156+19+2%$347.3K$326.5K-$20.8K2026-11-02
Redwood Financial Network Corp
INCREASED1,1701,076+94+9%$323.3K$325.1K+$1.9K2026-11-03
Atlantic Edge Private Wealth Management, LLC
INCREASED1,1681,045+123+12%$314.0K$324.6K+$10.6K2026-10-20
Castle Rock Wealth Management, LLC
DECREASED1,1681,174-6-1%$351.5K$328.7K-$22.8K2026-10-09
Black Diamond Financial, LLC
UNCHANGED1,1671,16700%$350.6K$324.3K-$26.3K2026-10-26
Prosperity Planning, Inc.
DECREASED1,1601,188-28-2%$357.0K$322.5K-$34.6K2026-10-09
Quarry Hill Advisors, LLC
UNCHANGED1,1601,16000%$348.5K$322.4K-$26.2K2026-11-04
Teamwork Financial Advisors, LLC
INCREASED1,158730+428+59%$219.3K$321.8K+$102.5K2026-10-19
Old Peak Finance LLC
UNCHANGED1,1571,15700%$347.6K$321.5K-$26.1K2026-11-02
CFM Wealth Partners LLC
UNCHANGED1,1531,15300%$346.4K$320.4K-$26.0K2026-11-05
TruNorth Capital Management, LLC
UNCHANGED1,1411,14100%$342.8K$317.1K-$25.7K2026-10-14
Nestegg Advisors, Inc.
INCREASED1,1391,128+11+1%$338.8K$316.5K-$22.3K2026-10-21
Straight Path Wealth Management
UNCHANGED1,1301,13000%$339.5K$314.0K-$25.5K2026-10-23
Monarch Capital Management Inc
UNCHANGED1,1211,12100%$336.8K$311.5K-$25.3K2026-10-19
Traynor Capital Management, Inc.
DECREASED1,1081,377-269-20%$413.8K$308.0K-$105.9K2026-10-29
Fairman Group, LLC
INCREASED1,108988+120+12%$296.8K$308.0K+$11.2K2026-10-26
Bright Futures Wealth Management, Llc.
DECREASED1,1071,180-73-6%$354.5K$307.6K-$46.9K2026-10-23
Mindset Wealth Management, LLC
INCREASED1,1071,105+2+0%$332.0K$307.5K-$24.6K2026-10-19
Plan A Wealth LLC
UNCHANGED1,1071,10700%$332.6K$307.6K-$25.0K2026-10-08
Cascade Investment Group, Inc.
UNCHANGED1,1071,10700%$332.5K$307.5K-$25.0K2026-10-13
Wealth Group Ltd
UNCHANGED1,1011,10100%$330.8K$310.0K-$20.8K2026-10-07
Alpha Omega Wealth Management LLC
DECREASED1,1001,150-50-4%$345.5K$305.7K-$39.8K2026-10-23
PPS&V Asset Management Consultants, Inc.
UNCHANGED1,1001,10000%$330.5K$305.7K-$24.8K2026-10-06
Northern Financial Advisors Inc
UNCHANGED1,0991,09900%$330.1K$305.3K-$24.8K2026-10-29
Friedenthal Financial
DECREASED1,0931,236-143-12%$371.4K$303.7K-$67.6K2026-10-27
Gordian Advisors LLC
INCREASED1,087887+200+23%$266.5K$302.1K+$35.6K2026-10-30
Kennicott Capital Management LLC
UNCHANGED1,0831,08300%$325.4K$301.0K-$24.4K2026-10-16
DB&C Advisors, LLC
INCREASED1,0791,077+2+0%$323.7K$299.9K-$23.7K2026-10-26
Byrne Asset Management LLC
DECREASED1,0751,275-200-16%$383.1K$299.9K-$83.1K2026-10-06
Elmwood Wealth Management, Inc.
UNCHANGED1,0751,07500%$323.0K$298.7K-$24.3K2026-10-14
Armor Investment Advisors, LLC
UNCHANGED1,0721,07200%$322.1K$297.9K-$24.2K2026-10-27
Shakespeare Wealth Management, LLC
NEW1,070—+1,070——$297.3K—2026-10-28
McCollum Christoferson Group LLC
DECREASED1,0691,090-21-2%$327.5K$297.1K-$30.4K2026-10-13
Sara-Bay Financial
INCREASED1,0681,056+12+1%$317.1K$296.7K-$20.4K2026-10-21
Moody National Bank Trust Division
UNCHANGED1,0651,06500%$320.0K$296.0K-$24.0K2026-10-06
One Day In July LLC
INCREASED1,0621,022+40+4%$307.0K$295.1K-$11.9K2026-10-30
Voisard Asset Management Group, Inc.
UNCHANGED1,0611,06100%$318.8K$294.8K-$23.9K2026-10-13
BXM Wealth LLC
UNCHANGED1,0591,05900%$318.1K$294.2K-$23.9K2026-11-03
Valen Private Capital, LLC
NEW1,055—+1,055——$293.2K—2026-10-23
Cardinal Capital Management
DECREASED1,0551,078-23-2%$324.0K$293.3K-$30.7K2026-10-21
Macroview Investment Management LLC
DECREASED1,0541,075-21-2%$323.1K$292.9K-$30.1K2026-10-26
Pathway Financial Advisors LLC
UNCHANGED1,0531,05300%$313.4K$292.6K-$20.7K2026-10-07
Three Seasons Wealth, LLC
DECREASED1,0489,248-8,200-89%$2.8M$291.2K-$2.5M2026-11-03
Activest Wealth Management
DECREASED1,0481,141-93-8%$342.9K$291.3K-$51.6K2026-10-15
Collar Capital Management, LLC
UNCHANGED1,0481,04800%$314.9K$291.2K-$23.6K2026-10-28
True Link Financial Advisors, LLC
DECREASED1,0441,237-193-16%$371.7K$290.1K-$81.5K2026-10-27
LFA - Lugano Financial Advisors SA
UNCHANGED1,0421,04200%$313.1K$289.6K-$23.5K2026-11-03
Visionary Horizons, LLC
INCREASED1,0391,035+4+0%$311.0K$288.9K-$22.1K2026-10-22
Meadow Creek Wealth Advisors LLC
INCREASED1,036838+198+24%$251.8K$287.9K+$36.1K2026-11-02
Pictet North America Advisors SA
UNCHANGED1,0361,03600%$311.3K$287.9K-$23.4K2026-10-21
Manuka Financial, LLC
INCREASED1,0351,034+1+0%$310.8K$287.5K-$23.3K2026-10-16
Canvas Wealth Advisors, LLC
UNCHANGED1,0351,03500%$311.0K$294.0K-$17.0K2026-11-02
Harbour Trust & Investment Management Co
INCREASED1,034963+71+7%$289.3K$287.3K-$2.0K2026-10-28
JB Capital LLC
INCREASED1,0331,022+11+1%$307.1K$287.0K-$20.1K2026-10-19
Gainplan LLC
DECREASED1,03060,697-59,667-98%$18.2M$286.2K-$18.0M2026-10-09
Cabot Wealth Management Inc
UNCHANGED1,0301,03000%$309.5K$286.2K-$23.2K2026-11-05
Summit Global Investments
DECREASED1,0231,037-14-1%$311.0K$284-$310.7K2026-10-28
Raub Brock Capital Management LP
INCREASED1,017931+86+9%$279.8K$282.7K+$2.9K2026-10-21
Solidarity Wealth, LLC
NEW1,015—+1,015——$282.1K—2026-10-15
Unified Investment Management
UNCHANGED1,0141,01400%$304.7K$281.8K-$22.9K2026-10-14
Tenret Co LLC
NEW1,013—+1,013——$281.5K—2026-11-02
Community Bank of Raymore
UNCHANGED1,0091,00900%$303.2K$280.4K-$22.8K2026-10-23
Pension & Wealth Management Advisors, Inc.
INCREASED1,005221+784+355%$66.6K$279.5K+$212.9K2026-10-16
Mountain Hill Investment Partners Corp.
UNCHANGED1,0041,00400%$301.7K$279.0K-$22.7K2026-10-23
Keudell ison Wealth Management
UNCHANGED99999900%$300.2K$277.6K-$22.5K2026-10-16
Hippocratic Financial Advisors, LLC
UNCHANGED99699600%$299.2K$276.8K-$22.5K2026-10-13
Chapin Davis, Inc.
INCREASED994967+27+3%$290.5K$276.2K-$14.3K2026-10-09
GW Henssler & Associates LTD
UNCHANGED98598500%$295.9K$273.7K-$22.2K2026-10-26
Arcataur Capital Management LLC
UNCHANGED97897800%$293.8K$271.8K-$22.1K2026-10-21
Cushing Capital Partners, LLC
INCREASED976950+26+3%$285.4K$271.1K-$14.3K2026-10-20
Cora Capital Advisors LLC
UNCHANGED97497400%$292.6K$270.7K-$22.0K2026-11-02
Jamison Private Wealth Management, Inc.
UNCHANGED97497400%$292.6K$270.6K-$22.0K2026-10-14
Investors Research Corp
DECREASED9731,945-972-50%$584.4K$270.4K-$314.0K2026-10-07
Zega Investments, LLC
DECREASED9712,003-1,032-52%$601.8K$270.0K-$331.9K2026-11-04
SJS Investment Consulting Inc.
INCREASED971969+2+0%$291.1K$269.8K-$21.3K2026-10-26
White Lighthouse Investment Management Inc.
DECREASED9681,007-39-4%$302.6K$269.0K-$33.6K2026-10-21
Compass Planning Associates Inc
INCREASED964962+2+0%$288.9K$267.9K-$21.0K2026-10-13
SwitchPoint Financial Planning, LLC
UNCHANGED96496400%$289.6K$267.9K-$21.7K2026-11-02
Finivi Inc.
UNCHANGED96396300%$289.2K$267.5K-$21.7K2026-10-13
Flywheel Private Wealth LLC
UNCHANGED96096000%$288.5K$266.9K-$21.7K2026-11-02
Dickmeyer Boyce Financial Management, Inc.
INCREASED952951+1+0%$285.8K$264.5K-$21.3K2026-10-08
LVM Capital Management LTD
UNCHANGED95095000%$285$264.0K+$263.7K2026-10-20
Austin Asset Management Co Inc
INCREASED947937+10+1%$281.4K$263.2K-$18.2K2026-10-29
Myecfo, LLC
UNCHANGED94594500%$283.9K$262.6K-$21.3K2026-10-14
Marathon Strategic Advisors, LLC
DECREASED940957-17-2%$287.6K$261.2K-$26.3K2026-10-20
Acorn Wealth Advisors, LLC
DECREASED9371,184-247-21%$355.9K$260.4K-$95.5K2026-10-19
Ring Mountain Capital, LLC
DECREASED935976-41-4%$293.2K$259.8K-$33.4K2026-10-13
Gradient Investments LLC
NEW934—+934——$259.5K—2026-10-08
Compass Financial Group, Inc. (Ohio)
DECREASED9291,284-355-28%$385.8K$258.2K-$127.6K2026-10-19
SFG Wealth Management, Llc.
DECREASED9251,441-516-36%$432.9K$257.0K-$176.0K2026-10-23
Independent Solutions Wealth Management, LLC
UNCHANGED92592500%$277.9K$257.0K-$20.9K2026-10-28
Luminvest Wealth Management LLC
UNCHANGED92492400%$271.0K$257.7K-$13.3K2026-10-14
Payden & Rygel
UNCHANGED92492400%$278.0K$257-$277.7K2026-10-28
Wealth Management Partners, LLC
UNCHANGED92392300%$277.3K$256.5K-$20.8K2026-10-21
Abound Wealth Management
INCREASED921407+514+126%$122.4K$255.8K+$133.5K2026-10-26
Vilga Financial Planning LLC
UNCHANGED92092000%$276.4K$255.7K-$20.8K2026-10-09
Sterling Investment Advisors, Ltd.
UNCHANGED91691600%$275.2K$254.5K-$20.7K2026-10-27
Armstrong, Fleming & Moore, Inc
UNCHANGED91691600%$275.2K$254.5K-$20.7K2026-10-28
JBR Co Financial Management Inc
DECREASED9151,150-235-20%$345.5K$273.9K-$71.6K2026-10-13
Align Financial, LLC
UNCHANGED90990900%$273.1K$252.6K-$20.5K2026-10-16
Poehling Capital Management, Inc.
UNCHANGED90790700%$272.5K$252.1K-$20.4K2026-10-20
Legacy Wealth Management, LLC / MS
INCREASED906778+128+16%$233.6K$251.7K+$18.1K2026-10-30
Creative Capital Management Investments LLC
UNCHANGED90690600%$272.2K$251.8K-$20.4K2026-10-28
Parcion Private Wealth LLC
UNCHANGED90490400%$271.6K$251.2K-$20.4K2026-10-28
Burford Brothers, Inc.
DECREASED9031,022-119-12%$307.2K$250.8K-$56.4K2026-10-21
Ables, Iannone, Moore & Associates, Inc.
DECREASED901988-87-9%$296.8K$250.4K-$46.5K2026-10-06
Rydar Equities, Inc.
INCREASED901869+32+4%$256.4K$250.3K-$6.1K2026-10-13
Allied Investment Advisors, LLC
DECREASED901908-7-1%$272.8K$250.4K-$22.4K2026-10-13
Bennett Selby Investments LP
INCREASED893730+163+22%$219.3K$248.2K+$28.8K2026-10-19
United Community Bank
DECREASED8921,051-159-15%$315.8K$247.9K-$67.9K2026-10-28
Dynamic Financial Group
INCREASED892842+50+6%$253.0K$247.8K-$5.1K2026-10-28
Retirement Wealth Solutions LLC
INCREASED888887+1+0%$266.4K$246.8K-$19.6K2026-10-07
Towne Trust Company, N.a
UNCHANGED88788700%$266.5K$246.5K-$20.0K2026-10-28
Kestra Investment Management, LLC
INCREASED886799+87+11%$240.0K$246.2K+$6.2K2026-11-04
Insight Wealth Partners, LLC
UNCHANGED88588500%$265.9K$245.9K-$20.0K2026-10-26
Bell Bank
DECREASED882902-20-2%$271.0K$245.1K-$25.9K2026-10-21
Continuum Wealth Advisors, LLC
UNCHANGED87687600%$263.2K$243.4K-$19.8K2026-10-20
Stolz & Associates, PS
DECREASED875910-35-4%$273.4K$243.2K-$30.3K2026-11-05
3 Factor Indexing, LLC
UNCHANGED87187100%$261.7K$242.0K-$19.6K2026-10-15
Affinity Capital Advisors, LLC
UNCHANGED87187100%$260.5K$243.1K-$17.4K2026-10-13
Everett Harris & Co
DECREASED8701,190-320-27%$357.5K$241.8K-$115.8K2026-10-28
Ignite Planners, LLC
UNCHANGED86786700%$260.2K$241.0K-$19.2K2026-10-14
SBK Financial, Inc.
DECREASED8661,027-161-16%$308.6K$240.6K-$67.9K2026-11-02
Sunbeam Capital Management, LLC
UNCHANGED86586500%$259.9K$240.4K-$19.5K2026-11-05
Core Wealth Partners LLC
INCREASED863861+2+0%$258.8K$239.8K-$18.9K2026-11-02
Patrick M Sweeney & Associates, Inc
UNCHANGED86386300%$259.4K$239.9K-$19.4K2026-10-22
Mogy Joel R Investment Counsel Inc
UNCHANGED85585500%$256.9K$237.6K-$19.3K2026-10-13
Cassia Capital Partners, LLC
INCREASED853835+18+2%$250.9K$237.0K-$13.8K2026-11-04
Tassel Capital Management, Inc.
DECREASED8501,080-230-21%$324.6K$236.3K-$88.3K2026-10-20
Fishman JAY A LTD
UNCHANGED85085000%$255.4K$236.2K-$19.2K2026-10-26
Sherman Wealth Management LLC
INCREASED844841+3+0%$252.8K$234.4K-$18.4K2026-10-16
Burns Matteson Capital Management, LLC
DECREASED843871-28-3%$261.7K$234.3K-$27.4K2026-10-16
Community Bank & Trust, Waco, Texas
NEW842—+842——$234—2026-10-19
CPC Advisors, LLC
UNCHANGED84284200%$253.0K$234.0K-$19.0K2026-10-21
Financial Management Professionals, Inc.
UNCHANGED83983900%$252.1K$233.2K-$18.9K2026-10-23
Garrett Wealth Advisory Group, LLC
UNCHANGED83983900%$252.0K$233.2K-$18.9K2026-10-22
Grant Street Asset Management, Inc.
DECREASED832982-150-15%$295.0K$231.3K-$63.6K2026-10-26
Central Valley Advisors, LLC
DECREASED825938-113-12%$281.7K$229.1K-$52.6K2026-10-27
First Bancorp, Inc
UNCHANGED82382300%$247.3K$228.7K-$18.6K2026-10-26
Triune Financial Partners, LLC
INCREASED818759+59+8%$228.1K$227.4K-$6882026-11-03
Seros Financial, LLC
DECREASED816903-87-10%$271.3K$226.7K-$44.6K2026-10-21
Glass Jacobson Investment Advisors llc
INCREASED816815+1+0%$244.9K$226.8K-$18.1K2026-10-26
Integrated Capital Management, LLC
INCREASED815813+2+0%$244.2K$226.5K-$17.7K2026-10-23
Bellecapital International Ltd.
NEW808—+808——$224.5K—2026-10-21
LifeGoal Investments, LLC
NEW806—+806——$223.9K—2026-10-09
Advanced Asset Management Advisors Inc
INCREASED800342+458+134%$102.7K$222.3K+$119.6K2026-10-20
Summit Investment Advisors, Inc.\KS
DECREASED8001,028-228-22%$309.0K$222.4K-$86.5K2026-11-05
Stevens Capital Partners
INCREASED800789+11+1%$237.2K$222.2K-$14.9K2026-10-29
Somerset Trust Co
UNCHANGED80080000%$240.4K$222.3K-$18.0K2026-10-13
Financial Counselors Inc
UNCHANGED80080000%$240.4K$222.3K-$18.0K2026-10-22
Kaufman Rossin Wealth, LLC
UNCHANGED79579500%$236.3K$220.9K-$15.4K2026-10-19
Tandem Capital Management Corp
UNCHANGED79079000%$237.4K$219.5K-$17.8K2026-10-22
Northwest Financial Advisors
INCREASED789788+1+0%$236.8K$219.4K-$17.4K2026-10-27
Maia Wealth LLC
DECREASED786889-103-12%$267.2K$218.4K-$48.8K2026-10-19
TCP Asset Management, LLC
DECREASED785826-41-5%$248.2K$221.0K-$27.1K2026-10-14
Quantum Financial Partners LLC
DECREASED7841,074-290-27%$322.8K$217.8K-$105.0K2026-10-19
Kachkovsky & Fisher, Inc.
INCREASED779777+2+0%$233.6K$216.6K-$17.0K2026-10-21
Physician Wealth Advisors, Inc.
INCREASED777701+76+11%$210.5K$216.0K+$5.5K2026-10-20
Trust Co of the South
DECREASED776834-58-7%$250.6K$215.6K-$34.9K2026-10-21
Livet Wealth, LLC
UNCHANGED77677600%$233.1K$215.6K-$17.5K2026-10-27
Nottingham Advisors, Inc.
NEW775—+775——$215.2K—2026-10-29
Intergy Private Wealth, LLC
INCREASED775738+37+5%$221.7K$215.4K-$6.4K2026-10-16
McGlone Suttner Wealth Management, Inc.
NEW772—+772——$214.6K—2026-10-13
Keeler & Nadler Financial Planning & Wealth Management
INCREASED772771+1+0%$231.6K$214.5K-$17.1K2026-10-28
Torrey Growth & Income Advisors
DECREASED771959-188-20%$287.6K$215.9K-$71.7K2026-11-04
Capital Squared Financial LLC
UNCHANGED77177100%$231.7K$214.3K-$17.4K2026-10-30
Persium Advisors, LLC
DECREASED770948-178-19%$284.8K$214.0K-$70.9K2026-10-07
Summit Asset Management, LLC
INCREASED767766+1+0%$230.2K$213.1K-$17.1K2026-11-05
Global Wealth Management Investment Advisory, Inc.
DECREASED765946-181-19%$284.2K$212.6K-$71.6K2026-11-04
Vann Equity Management LLC
DECREASED765892-127-14%$268.0K$212.5K-$55.5K2026-10-08
Reynders McVeigh Capital Management, LLC
INCREASED764742+22+3%$223.0K$212.4K-$10.6K2026-10-30
CapWealth Advisors, LLC
INCREASED761735+26+4%$220.8K$211.5K-$9.4K2026-10-05
Versant Capital Management, Inc
INCREASED761751+10+1%$225.5K$211.5K-$14.0K2026-10-02
Aquire Wealth Advisors, LLC
NEW760—+760——$211.2K—2026-10-23
Shum Financial Group, Inc.
DECREASED760794-34-4%$238.6K$211.2K-$27.4K2026-10-13
Embree Financial Group
INCREASED760759+1+0%$228.1K$211.1K-$17.0K2026-10-22
Matisse Capital
UNCHANGED75775700%$227.4K$210.4K-$17.1K2026-10-29
First Growth Capital LLC
UNCHANGED75675600%$227.1K$210.1K-$17.1K2026-10-15
Vaughan David Investments LLC
DECREASED7551,003-248-25%$301.0K$210.0K-$91.0K2026-11-05
Index Fund Advisors, Inc.
INCREASED755754+1+0%$226.4K$209.8K-$16.6K2026-11-05
Bfsg, LLC
UNCHANGED75475400%$226.5K$209.5K-$17.0K2026-10-30
Strategy Asset Managers LLC
INCREASED751750+1+0%$225.2K$208.6K-$16.6K2026-10-14
Elco Management Co., LLC
DECREASED7501,500-750-50%$450.7K$208.4K-$242.3K2026-10-14
Colton Groome Financial Advisors, LLC
UNCHANGED75075000%$225.3K$208.4K-$16.9K2026-10-06
Rosenberg Matthew Hamilton
UNCHANGED74974900%$225.0K$208.1K-$16.9K2026-10-05
Variant Private Wealth, LLC
INCREASED745743+2+0%$223.1K$206.9K-$16.2K2026-10-21
GoalVest Advisory LLC
DECREASED740785-45-6%$235.9K$205.6K-$30.2K2026-10-02
Mcdonald Partners LLC
UNCHANGED73873800%$221.7K$205.1K-$16.6K2026-11-03
BetterWealth, LLC
UNCHANGED73473400%$220.5K$204.0K-$16.6K2026-10-15
United Asset Strategies, Inc.
INCREASED733727+6+1%$218.4K$203.8K-$14.6K2026-10-28
Triad Wealth Partners, LLC
DECREASED7321,927-1,195-62%$570.8K$203.6K-$367.3K2026-10-26
Centerpoint Advisory Group
UNCHANGED73273200%$219.9K$203.4K-$16.5K2026-10-23
Greenspring Advisors, LLC
UNCHANGED73273200%$220.0K$203.5K-$16.5K2026-11-05
Hudock, Inc.
UNCHANGED73073000%$219.5K$203.1K-$16.5K2026-10-14
SWP Financial LLC
DECREASED728779-51-7%$234.1K$202.3K-$31.8K2026-10-23
High Note Wealth, LLC
UNCHANGED72772700%$218.4K$202.0K-$16.4K2026-10-27
Prospera Capital Management, LLC
UNCHANGED72472400%$216.4K$201.2K-$15.2K2026-10-19
QTR Family Wealth, LLC
INCREASED722721+1+0%$216.5K$200.7K-$15.8K2026-11-02
Bell Investment Advisors, Inc
NEW699—+699——$194.3K—2026-10-29
Edgemoor Investment Advisors, Inc.
UNCHANGED69569500%$208.8K$193.1K-$15.7K2026-11-03
Arjuna Capital
INCREASED673640+33+5%$192.3K$187.1K-$5.2K2026-11-03
William Mack & Associates, Inc.
NEW654—+654——$181.6K—2026-10-27
West Financial Advisors, LLC
INCREASED641498+143+29%$149.6K$178.1K+$28.5K2026-10-22
Creative Financial Designs Inc
INCREASED607550+57+10%$165.1K$168.8K+$3.7K2026-11-04
Murphy & Mullick Capital Management Corp
UNCHANGED60460400%$181.5K$167.9K-$13.6K2026-11-02
Citizens National Bank Trust Department
UNCHANGED59559500%$178.8K$165.3K-$13.4K2026-11-04
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED58658600%$176.1K$162.9K-$13.2K2026-10-28
Guardian Partners Inc.
UNCHANGED58058000%$174.3K$161.2K-$13.1K2026-10-21
North Point Portfolio Managers Corp
NEW561—+561——$155.9K—2026-10-07
WPG Advisers, LLC
UNCHANGED55855800%$167.7K$155.1K-$12.6K2026-10-27
Ballast, Inc.
NEW555—+555——$154.2K—2026-10-20
Vermillion Wealth Management, Inc.
DECREASED554589-35-6%$177.1K$153.9K-$23.2K2026-10-26
DB Fitzpatrick & Co, Inc
DECREASED549553-4-1%$166.1K$152.6K-$13.6K2026-10-19
Pillar Financial Advisors, LLC
UNCHANGED54354300%$163.1K$150.9K-$12.3K2026-10-21
Dynamic Wealth Strategies, LLC
DECREASED541676-135-20%$203.1K$150.3K-$52.8K2026-10-16
Trust Co
INCREASED529528+1+0%$158.6K$147.0K-$11.7K2026-10-09
Ascentis Wealth Management, LLC
INCREASED5258+517+6463%$2.4K$145.9K+$143.5K2026-11-03
Private Wealth Management Group, LLC
DECREASED521565-44-8%$169.8K$144.8K-$25.0K2026-10-19
Entrust Financial LLC
UNCHANGED51351300%$154.1K$142.5K-$11.6K2026-11-04
Beacon Financial Strategies Corp
UNCHANGED50550500%$151.8K$140.4K-$11.4K2026-10-14
Balentine LLC
UNCHANGED50150100%$150.5K$139.2K-$11.3K2026-11-03
Horizons Wealth Management
NEW496—+496——$137.8K—2026-10-05
James T. Borello RIA
UNCHANGED48948900%$146.9K$135.9K-$11.0K2026-10-16
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED48548500%$145.7K$134.8K-$10.9K2026-10-07
First Command Advisory Services, Inc.
INCREASED483470+13+3%$141.2K$134.2K-$7.0K2026-11-05
Morling Financial Advisors, LLC
UNCHANGED47547500%$142.7K$132.0K-$10.7K2026-10-28
Roxbury Financial LLC
INCREASED474473+1+0%$142.1K$131.6K-$10.5K2026-10-01
Prudent Man Investment Management, Inc.
INCREASED46683+383+461%$20.4K$129.5K+$109.2K2026-11-03
Holos Integrated Wealth LLC
INCREASED459256+203+79%$75.8K$124.5K+$48.7K2026-10-23
Avion Wealth
DECREASED437470-33-7%$141.0K$121.0K-$20.0K2026-11-04
Westside Investment Management, Inc.
INCREASED430400+30+8%$120.2K$119.5K-$6892026-11-02
Olistico Wealth, LLC
UNCHANGED42342300%$127.1K$117.5K-$9.5K2026-10-05
MTM Investment Management, LLC
UNCHANGED40940900%$122.9K$113.7K-$9.2K2026-10-30
Hartford Financial Management Inc.
UNCHANGED40240200%$120.8K$111.7K-$9.1K2026-10-21
Reicon Wealth Advisors, LLC
DECREASED400500-100-20%$150.2K$111.2K-$39.1K2026-11-04
Skylands Capital, LLC
UNCHANGED40040000%$120.2K$111.2K-$9.0K2026-10-21
Pacifica Partners Inc.
DECREASED399402-3-1%$119.6K$111.3K-$8.3K2026-10-09
Chung Wu Investment Group, LLC
INCREASED390190+200+105%$57.1K$108.4K+$51.3K2026-11-03
Hurley Capital, LLC
UNCHANGED38038000%$114.2K$105.6K-$8.6K2026-11-05
Hazlett, Burt & Watson, Inc.
INCREASED375371+4+1%$106.0K$56.0K-$50.0K2026-11-04
Cape Investment Advisory, Inc.
DECREASED372373-10%$112.1K$103.4K-$8.7K2026-10-13
First United Bank & Trust
UNCHANGED36536500%$109.7K$101.4K-$8.2K2026-10-22
Kozak & Associates, Inc.
INCREASED362361+1+0%$108.0K$101.7K-$6.2K2026-10-29
Milestone Investment Advisors LLC
UNCHANGED36036000%$108.2K$100.0K-$8.1K2026-11-05
Pacific Center for Financial Services
UNCHANGED35135100%$105.5K$97.5K-$7.9K2026-10-15
Intesa Sanpaolo Wealth Management
UNCHANGED35035000%$105.2K$97.3K-$7.9K2026-10-28
Blume Capital Management, Inc.
UNCHANGED33933900%$101.9K$94.2K-$7.6K2026-10-26
Wealth Enhancement Trust Services, Inc.
INCREASED338152+186+122%$45.7K$93.9K+$48.3K2026-10-07
Your Advocates Ltd., LLP
UNCHANGED33333300%$100.1K$92.5K-$7.5K2026-11-03
Kings Path Partners LLC
UNCHANGED33033000%$99.1K$91.7K-$7.4K2026-10-21
OAK Family Advisors, LLC
NEW326—+326——$90.6K—2026-10-19
First Pacific Financial
DECREASED322378-56-15%$113.7K$89.6K-$24.1K2026-10-14
Capital Advisors, Ltd. LLC
UNCHANGED31731700%$95$88-$72026-10-27
Highline Wealth Partners LLC
DECREASED314329-15-5%$98.9K$87.3K-$11.6K2026-10-19
Newton One Investments LLC
UNCHANGED31331300%$93.9K$87.1K-$6.9K2026-10-14
Robbins Farley
UNCHANGED30830800%$92.5K$85.6K-$6.9K2026-10-21
Hamilton Point Investment Advisors, LLC
UNCHANGED30430400%$91.3K$84.5K-$6.9K2026-11-03
SYM Financial Corp
UNCHANGED29929900%$89.8K$83.1K-$6.7K2026-10-26
Contravisory Investment Management, Inc.
DECREASED285353-68-19%$105.9K$79.2K-$26.7K2026-10-13
Northstar Asset Management Co
UNCHANGED28128100%$81.8K$77.7K-$4.1K2026-10-22
DecisionPoint Financial, LLC
DECREASED267316-49-16%$94.6K$74.5K-$20.1K2026-10-27
Polaris Financial Partners
NEW265—+265——$74—2026-10-02
Daytona Street Capital LLC
UNCHANGED26526500%$78.4K$75.0K-$3.4K2026-10-15
EPG Wealth Management LLC
DECREASED262362-100-28%$108.7K$72.8K-$35.9K2026-11-03
PFS Partners, LLC
UNCHANGED25325300%$76.0K$70.3K-$5.7K2026-10-21
Hoese & Co LLP
DECREASED250275-25-9%$82.6K$69.5K-$13.2K2026-10-21
Y.D. More Investments Ltd
DECREASED250259-9-3%$77.8K$69.5K-$8.3K2026-11-02
Clean Yield Group
UNCHANGED25025000%$75.1K$69.5K-$5.6K2026-10-28
Tower Trust & Investment Co
UNCHANGED25025000%$75.1K$69.5K-$5.6K2026-10-28
Woodard & Co Asset Management Group Inc
UNCHANGED25025000%$75.1K$69.5K-$5.6K2026-11-03
Cornerstone National Bank & Trust Co
UNCHANGED24624600%$73.6K$68.6K-$5.0K2026-10-20
Richardson Capital Management LLC
UNCHANGED24524500%$73.6K$68.2K-$5.5K2026-10-23
Frankly Finances, LLC
UNCHANGED24224200%$72.7K$67.2K-$5.5K2026-10-28
American Capital Advisory, LLC
UNCHANGED23823800%$71.5K$66.2K-$5.4K2026-10-28
MeadowBrook Investment Advisors LLC
UNCHANGED23423400%$70.3K$64.7K-$5.6K2026-10-29
Maryland Capital Advisors Inc.
UNCHANGED23323300%$70.0K$64.7K-$5.3K2026-10-15
Hilton Head Capital Partners, LLC
INCREASED231230+1+0%$69.2K$64.1K-$5.1K2026-10-23
NorthAvenue LLC
UNCHANGED22522500%$67.6K$62.5K-$5.1K2026-10-29
Bayban
UNCHANGED22522500%$67.6K$67.6K$02026-11-05
Mainstream Capital Management LLC
NEW223—+223——$62.0K—2026-10-23
Silver Grove Financial Group, Inc.
INCREASED223202+21+10%$60.7K$62.0K+$1.3K2026-11-05
Eukles Asset Management
UNCHANGED22022000%$66.1K$61.1K-$5.0K2026-11-04
IMG Wealth Management, Inc.
DECREASED219224-5-2%$67.4K$60.7K-$6.7K2026-10-27
Barrett & Company, Inc.
UNCHANGED21621600%$64.9K$60.0K-$4.9K2026-10-22
United Financial Planning Group LLC
UNCHANGED21321300%$64.0K$59.2K-$4.8K2026-11-04
Nemes Rush Group LLC
UNCHANGED21221200%$63.7K$58.9K-$4.8K2026-11-04
Mill Capital Management, LLC
UNCHANGED21121100%$63.4K$58.6K-$4.8K2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED20920900%$63.0K$58-$62.9K2026-10-14
Weaver Capital Management LLC
UNCHANGED20520500%$50.8K$57.0K+$6.1K2026-10-15
Evolution Wealth Management Inc.
INCREASED200145+55+38%$43.6K$55.6K+$12.0K2026-10-28
First Community Trust NA
UNCHANGED19819800%$59.5K$55.0K-$4.5K2026-10-07
Balance Wealth Partners LLC
NEW195—+195——$54.1K—2026-10-27
Granite FO LLC
INCREASED192157+35+22%$47.2K$53.4K+$6.2K2026-10-14
Lodestone Wealth Management LLC
NEW187—+187——$52.0K—2026-10-14
Godsey & Gibb, Inc
INCREASED183165+18+11%$49.6K$50.9K+$1.3K2026-10-14
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED18118100%$54.0K$50-$54.0K2026-11-02
Burkett Financial Services, LLC
UNCHANGED17617600%$53.0K$49.1K-$3.8K2026-10-01
Hager Investment Management Services, LLC
UNCHANGED17117100%$51.4K$47.5K-$3.9K2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED169409-240-59%$138.6K$47.0K-$91.6K2026-10-14
Peachtree Investment Partners, LLC
INCREASED169168+1+1%$50.5K$46.8K-$3.7K2026-11-05
Axiom Investment Management LLC
UNCHANGED16116100%$48.3K$44.7K-$3.6K2026-11-03
Ameliora Wealth Management Ltd.
UNCHANGED16016000%$39.4K$44.5K+$5.1K2026-10-23
Next Level Wealth Planning, LLC
NEW159—+159——$44.2K—2026-10-29
GGM Financial LLC
UNCHANGED15815800%$47.4K$44.0K-$3.4K2026-11-05
Clayton Financial Group LLC
NEW155—+155——$43.1K—2026-10-13
Midwest Capital Advisors, LLC
UNCHANGED15415400%$46.3K$42.8K-$3.5K2026-11-04
Washington Trust Advisors, Inc.
DECREASED153192-39-20%$57.7K$42.5K-$15.2K2026-10-22
Navigoe, LLC
UNCHANGED15015000%$45.0K$41-$45.0K2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED14314300%$43.0K$39.7K-$3.2K2026-10-28
Tounjian Advisory Partners, LLC
INCREASED14079+61+77%$23.7K$39.0K+$15.3K2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED13613600%$40.9K$37.8K-$3.1K2026-11-04
Signature Resources Capital Management, LLC
INCREASED13429+105+362%$8.7K$37.2K+$28.5K2026-10-16
Quest 10 Wealth Builders, Inc.
INCREASED13091+39+43%$27.3K$36.1K+$8.8K2026-11-02
Quaker Wealth Management, LLC
INCREASED126105+21+20%$31.5K$35.0K+$3.5K2026-10-22
DeDora Capital, Inc.
NEW121—+121——$33.6K—2026-10-26
BankChampaign, National Association
UNCHANGED11911900%$35.8K$33.1K-$2.7K2026-10-19
Reap Financial Group, LLC
UNCHANGED11611600%$34.8K$32.2K-$2.6K2026-11-02
Community Financial Services Group, LLC
INCREASED10596+9+9%$28.7K$29.3K+$5622026-10-15
IFS Advisors, LLC
UNCHANGED10510500%$31.5K$29.2K-$2.4K2026-10-14
Acumen Wealth Advisors, LLC
UNCHANGED10510500%$31.5K$29.2K-$2.4K2026-11-05
Birch Financial Group, LLC
NEW101—+101——$28.1K—2026-10-27
Montgomery Financial Services LLC
UNCHANGED10010000%$30.0K$27.8K-$2.3K2026-11-03
Bradley & Co. Private Wealth Management, LLC
UNCHANGED10010000%$30.0K$27.8K-$2.3K2026-10-23
Kennebec Savings Bank
UNCHANGED10010000%$30.0K$27.8K-$2.3K2026-10-22
Burk Holdings LLC
UNCHANGED969600%$28.8K$26.7K-$2.2K2026-11-05
Chilton Capital Management LLC
UNCHANGED959500%$28.5K$26.4K-$2.1K2026-10-28
CGC Financial Services, LLC
UNCHANGED929200%$27.6K$25.6K-$2.1K2026-10-13
Security National Bank
NEW85—+85——$23.6K—2026-10-26
Cedar Mountain Advisors, LLC
DECREASED832,598-2,515-97%$780.6K$23.1K-$757.5K2026-10-15
Investment Research & Advisory Group, Inc.
UNCHANGED838300%$24.9K$23.1K-$1.8K2026-10-19
GS Investments, Inc.
UNCHANGED757500%$22.5K$20.8K-$1.7K2026-11-05
Sima Wealth Partners, LLC
UNCHANGED737300%$21.9K$20.3K-$1.6K2026-10-19
SRH Advisors, LLC
UNCHANGED707000%$21.0K$19.5K-$1.6K2026-10-22
Centerpoint Advisors, LLC
INCREASED6665+1+2%$19$18-$12026-11-05
Ares Financial Consulting, LLC
UNCHANGED646400%$19.3K$17.9K-$1.4K2026-10-19
Kingdom Financial Group Llc.
INCREASED6253+9+17%$16.1K$17.3K+$1.2K2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED616100%$18.3K$17.0K-$1.4K2026-10-30
Putney Financial Group LLC
NEW60—+60——$16.7K—2026-10-30
Nova Financial LLC
NEW60—+60——$16.7K—2026-11-04
Key Capital Management, Inc
INCREASED5957+2+4%$17.1K$16.4K-$7302026-11-03
Livelsberger Financial Advisory
NEW55—+55——$15.3K—2026-10-28
Pioneer Family Office, LLC
UNCHANGED555500%$16.5K$15.3K-$1.2K2026-10-30
Wagner Wealth Management, LLC
INCREASED5449+5+10%$14.7K$15.0K+$2842026-10-21
Networth Advisors, LLC
INCREASED5336+17+47%$10.8K$14.8K+$3.9K2026-11-03
Compass Wealth Management LLC
NEW52—+52——$14.5K—2026-10-22
KFG LLC
NEW50—+50——$13.9K—2026-11-02
Ulland Investment Advisors, LLC
UNCHANGED505000%$15$14-$12026-10-13
GK Wealth Management LLC
NEW49—+49——$13.7K—2026-10-09
Markowski Investments
INCREASED4611+35+318%$3.3K$12.8K+$9.5K2026-10-30
NBZ Investment Advisors LLC
UNCHANGED464600%$13.8K$12.8K-$1.0K2026-10-30
Bullock Wealth Management Group
UNCHANGED454500%$13.6K$12.6K-$9192026-10-09
Decker Retirement Planning Inc.
UNCHANGED444400%$13.3K$12.3K-$9992026-10-19
Owl Creek Wealth Partners LLC
UNCHANGED434300%$12.9K$12.0K-$9702026-10-20
Rakuten Securities, Inc.
DECREASED4285-43-51%$25.5K$11.7K-$13.9K2026-11-02
Granville Capital, Inc.
UNCHANGED424200%$12.7K$11.8K-$9212026-11-05
Lloyd Advisory Services, Llc.
DECREASED4152-11-21%$15.6K$11.4K-$4.2K2026-11-02
Cardinal Strategic Wealth Guidance
UNCHANGED404000%$12.0K$11.1K-$9022026-11-02
Strengthening Families & Communities, LLC
UNCHANGED404000%$12.1K$11.2K-$8802026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED37416-379-91%$125.4K$10.3K-$115.1K2026-10-14
Elevate Wealth Advisory, Inc
UNCHANGED373700%$11.1K$10.3K-$8352026-10-29
Comprehensive Financial Planning, Inc.
INCREASED3022+8+36%$6.6K$8.3K+$1.7K2026-10-27
TFC Financial Management, Inc.
UNCHANGED303000%$9.1K$8.4K-$6582026-10-26
West Branch Capital LLC
UNCHANGED282800%$8.4K$7.8K-$6322026-10-20
Valued Wealth Advisors LLC
UNCHANGED222200%$6.6K$6.1K-$4962026-11-05
New England Capital Financial Advisors LLC
UNCHANGED202000%$6.0K$5.6K-$4512026-11-03
Insight Inv LLC
UNCHANGED191900%$5.7K$5.3K-$4292026-10-27
Fairscale Capital, LLC
UNCHANGED191900%$5.7K$5.3K-$4022026-11-04
Wilkerson Advisory Group LLC
DECREASED1644-28-64%$13.3K$4.6K-$8.8K2026-10-20
Sawyer & Company, Inc
DECREASED1630-14-47%$9.0K$4.4K-$4.6K2026-10-21
MH & Associates Securities Management Corp
UNCHANGED161600%$4.8K$4.4K-$3612026-10-30
Planning Strategies Inc.
NEW12—+12——$3.3K—2026-10-02
Western Pacific Wealth Management, LP
UNCHANGED101000%$3.1K$2.9K-$2262026-10-16
Financial Consulate, Inc
DECREASED825-17-68%$7.5K$2.2K-$5.3K2026-10-23
CrossGen Wealth, LLC
UNCHANGED8800%$2.4K$2.2K-$1812026-10-30
Portfolio Resources Advisor Group, Inc.
UNCHANGED8800%$2.4K$2.2K-$1812026-10-20
Proathlete Wealth Management LLC
UNCHANGED8800%$2.4K$2.3K-$1762026-10-15
Kentucky Trust Co
UNCHANGED6600%$1.8K$1.7K-$1362026-10-15
Gaddis Premier Wealth Advisors LLC
NEW5—+5——$1.4K—2026-10-29
Sellwood Investment Partners LLC
UNCHANGED5500%$1.5K$1.4K-$1132026-11-03
Covestor Ltd
UNCHANGED5500%$2$1-$12026-10-30
Carota Wealth Management
NEW3—+3——$834—2026-11-03
Harbor Capital Advisors, Inc.
DECREASED31,538-1,535-100%$462.0K$1-$462.0K2026-10-22
Spurstone Advisory Services, LLC
UNCHANGED3300%$898$837-$612026-11-02
Provident Wealth Management, LLC
DECREASED256-54-96%$16.8K$556-$16.3K2026-10-20
Valley Wealth Managers, Inc.
DECREASED183-82-99%$24.8K$139-$24.6K2026-10-09
Gimbal Financial
CLOSED095,751-95,751-100%$28.8M$0-$28.8M2026-10-19
Barings LLC
CLOSED034,127-34,127-100%$10.3M$0-$10.3M2026-10-22
Newport Capital Group, LLC
CLOSED033,360-33,360-100%$10.0M$0-$10.0M2026-10-16
Legacy Wealth Partners, LLC
CLOSED024,130-24,130-100%$7.2M$0-$7.2M2026-10-15
Transcendent Capital Group LLC
CLOSED012,747-12,747-100%$3.8M$0-$3.8M2026-10-28
Braeburn Wealth Management LLC
CLOSED011,790-11,790-100%$3.5M$0-$3.5M2026-10-15
Plan Group Financial, LLC
CLOSED011,267-11,267-100%$3.4M$0-$3.4M2026-10-22
Genus Capital Management Inc.
CLOSED05,723-5,723-100%$1.7M$0-$1.7M2026-11-04
Ethic Inc.
CLOSED05,269-5,269-100%$1.6M$0-$1.6M2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED04,741-4,741-100%$1.4M$0-$1.4M2026-10-27
Impact Capital Partners LLC
CLOSED04,651-4,651-100%$1.4M$0-$1.4M2026-10-22
Synergy Asset Management, LLC
CLOSED04,474-4,474-100%$1.3M$0-$1.3M2026-11-05
Kercheville Advisors, LLC
CLOSED04,360-4,360-100%$1.3M$0-$1.3M2026-10-19
Roman Butler Fullerton & Co
CLOSED04,189-4,189-100%$1.2M$0-$1.2M2026-10-27
Wellington Shields Capital Management, LLC
CLOSED03,913-3,913-100%$1.2M$0-$1.2M2026-11-03
FDx Advisors, Inc.
CLOSED03,626-3,626-100%$1.1M$0-$1.1M2026-11-05
FNY Investment Advisers, LLC
CLOSED03,375-3,375-100%$1.0K$0-$1.0K2026-10-16
Penn Capital Management Company, LLC
CLOSED03,036-3,036-100%$912.1K$0-$912.1K2026-11-04
TBH Global Asset Management, LLC
CLOSED02,770-2,770-100%$832.2K$0-$832.2K2026-11-03
Inscription Capital, LLC
CLOSED02,520-2,520-100%$757.1K$0-$757.1K2026-11-02
Capital City Trust Co
CLOSED02,257-2,257-100%$678.1K$0-$678.1K2026-10-22
Levin Capital Strategies, L.P.
CLOSED01,775-1,775-100%$533.3K$0-$533.3K2026-11-02
Sterling Capital Management LLC
CLOSED01,560-1,560-100%$468.7K$0-$468.7K2026-10-22
Kessler Investment Group, LLC
CLOSED01,429-1,429-100%$429.3K$0-$429.3K2026-10-08
Sjbenen Advisory, LLC
CLOSED01,400-1,400-100%$420.6K$0-$420.6K2026-10-19
Stablepoint Partners, LLC
CLOSED01,140-1,140-100%$342.5K$0-$342.5K2026-11-03
Johnson Financial Group, LLC
CLOSED01,101-1,101-100%$330.7K$0-$330.7K2026-11-03
Gallacher Capital Management LLC
CLOSED01,099-1,099-100%$330.3K$0-$330.3K2026-10-30
Strategic Investment Management, LLC
CLOSED01,070-1,070-100%$321.5K$0-$321.5K2026-10-20
Wealthcare Capital Management LLC
CLOSED01,055-1,055-100%$317.0K$0-$317.0K2026-10-21
J. Safra Sarasin Holding AG
CLOSED0920-920-100%$276.5K$0-$276.5K2026-10-26
Pettinga Financial Advisors LLC
CLOSED0850-850-100%$255.4K$0-$255.4K2026-10-13
KPP Advisory Services LLC
CLOSED0850-850-100%$255.4K$0-$255.4K2026-10-26
71 West Capital Partners
CLOSED0844-844-100%$253.6K$0-$253.6K2026-11-04
Cooper Financial Group
CLOSED0772-772-100%$232.0K$0-$232.0K2026-10-07
Professional Financial Advisors, LLC
CLOSED0766-766-100%$230.0K$0-$230.0K2026-10-13
Grant Private Wealth Management Inc
CLOSED0752-752-100%$226.0K$0-$226.0K2026-10-19
Vested Financial Planning, LLC
CLOSED0744-744-100%$223.5K$0-$223.5K2026-10-28
Israel Discount Bank of New York
CLOSED0731-731-100%$219.6K$0-$219.6K2026-10-14
Kennedy Investment Group, Inc.
CLOSED0730-730-100%$219.3K$0-$219.3K2026-10-21
Sage Investment Counsel LLC
CLOSED0724-724-100%$217.5K$0-$217.5K2026-10-26
Syntegra Private Wealth Group, LLC
CLOSED0724-724-100%$217.5K$0-$217.5K2026-10-13
Berman McAleer LLC
CLOSED0710-710-100%$213.3K$0-$213.3K2026-10-16
Sheets Smith Wealth Management
CLOSED0710-710-100%$213.4K$0-$213.4K2026-10-16
Smith Thornton Advisors LLC
CLOSED0705-705-100%$206.9K$0-$206.9K2026-10-16
Mason & Associates, LLC
CLOSED0704-704-100%$211.5K$0-$211.5K2026-10-26
Beaumont Financial Advisors, LLC
CLOSED0701-701-100%$210.8K$0-$210.8K2026-10-22
Juncture Wealth Strategies, LLC
CLOSED0701-701-100%$210.6K$0-$210.6K2026-10-06
Paragon Capital Management Ltd
CLOSED0700-700-100%$210.5K$0-$210.5K2026-10-09
RFG - Bristol Wealth Advisors, LLC
CLOSED0700-700-100%$210.3K$0-$210.3K2026-10-09
Phoenix Wealth Advisors
CLOSED0696-696-100%$209.1K$0-$209.1K2026-11-03
Cutler Investment Counsel LLC
CLOSED0693-693-100%$208.2K$0-$208.2K2026-10-28
Dominguez Wealth Management Solutions, Inc.
CLOSED0693-693-100%$208.3K$0-$208.3K2026-10-07
Topel & Distasi Wealth Management, LLC
CLOSED0691-691-100%$207.6K$0-$207.6K2026-11-05
Alliance Wealth Advisors, LLC
CLOSED0686-686-100%$206.1K$0-$206.1K2026-10-14
Palacios Wealth Management, LLC
CLOSED0676-676-100%$203.1K$0-$203.1K2026-11-04
Cordoba Advisory Partners LLC
CLOSED0671-671-100%$201.6K$0-$201.6K2026-10-19
Ascent Wealth Partners, LLC
CLOSED0671-671-100%$201.6K$0-$201.6K2026-10-23
Lee, Kelleher & Klein Wealth Management
CLOSED0670-670-100%$201.3K$0-$201.3K2026-10-08
Mendota Financial Group, LLC
CLOSED0670-670-100%$201.4K$0-$201.4K2026-10-07
Weil Company, Inc.
CLOSED0669-669-100%$201.0K$0-$201.0K2026-10-14
Summit Securities Group LLC
CLOSED0650-650-100%$195.3K$0-$195.3K2026-11-05
Family Legacy Financial Solutions, LLC
CLOSED0588-588-100%$176.7K$0-$176.7K2026-10-07
Key Client Fiduciary Advisors, LLC
CLOSED0540-540-100%$162.2K$0-$162.2K2026-10-19
Gill Capital Partners, LLC
CLOSED0538-538-100%$161.6K$0-$161.6K2026-10-13
Wellington Shields & Co., LLC
CLOSED0435-435-100%$130.7K$0-$130.7K2026-11-03
Obsidian CIO, LLC
CLOSED0355-355-100%$106.6K$0-$106.6K2026-11-05
Stone House Investment Management, LLC
CLOSED0311-311-100%$93.3K$0-$93.3K2026-10-23
GFS Advisors, LLC
CLOSED0253-253-100%$2.3M$0-$2.3M2026-11-03
Vista Investment Partners LLC
CLOSED0207-207-100%$62.2K$0-$62.2K2026-10-08
Reyes Financial Architecture, Inc.
CLOSED0207-207-100%$62.2K$0-$62.2K2026-10-22
Advantage Trust Co
CLOSED0194-194-100%$58.3K$0-$58.3K2026-10-19
Tower View Wealth Management LLC
CLOSED0128-128-100%$38.5K$0-$38.5K2026-10-23
Robinswood Financial LLC
CLOSED031-31-100%$9.5K$0-$9.5K2026-10-20
Solstein Capital, LLC
CLOSED011-11-100%$3.3K$0-$3.3K2026-11-02
Brooklands Fund Management Ltd
CLOSED01-1-100%$296$0-$2962026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.4M$1.3M-$94.2K2026-10-29
Bank of America Corp
N/A—35,580,461-35,580,461-100%$10.7B———
Morgan Stanley
N/A—18,693,662-18,693,662-100%$5.6B———
Goldman Sachs Group Inc
N/A—17,901,802-17,901,802-100%$5.4B———
Wells Fargo & Company
N/A—11,796,516-11,796,516-100%$3.5B———
BlackRock, Inc.
N/A—10,533,415-10,533,415-100%$3.2B———
Empower Advisory Group, LLC
N/A—7,928,734-7,928,734-100%$2.4B———
BNP Paribas Financial Markets
N/A—7,071,360-7,071,360-100%$2.1B———
Treasurer of the State of North Carolina
N/A—5,928,226-5,928,226-100%$1.8B———
Healthcare of Ontario Pension Plan Trust Fund
N/A—5,627,000-5,627,000-100%$1.7B———
Royal Bank of Canada
N/A—5,185,113-5,185,113-100%$1.6B———
UBS Group AG
N/A—5,127,567-5,127,567-100%$1.5B———
Susquehanna International Group, LLP
N/A—4,974,054-4,974,054-100%$1.5B———
Bank of Montreal
N/A—4,406,597-4,406,597-100%$1.3B———
HRT Financial LP
N/A—4,368,378-4,368,378-100%$1.3B———
Barclays PLC
N/A—4,198,783-4,198,783-100%$1.3B———
Northern Trust Corp
N/A—4,154,041-4,154,041-100%$1.2B———
LPL Financial LLC
N/A—3,732,504-3,732,504-100%$1.1B———
Rafferty Asset Management, LLC
N/A—3,410,936-3,410,936-100%$1.0B———
JPMorgan Chase & Co
N/A—3,368,229-3,368,229-100%$1.0B———
PNC Financial Services Group, Inc.
N/A—3,330,976-3,330,976-100%$1.0B———
Wellington Management Group LLP
N/A—3,068,234-3,068,234-100%$921.9M———
Canada Pension Plan Investment Board
N/A—2,781,000-2,781,000-100%$835.6M———
FMR LLC
N/A—2,612,800-2,612,800-100%$785.0M———
Jane Street Group, LLC
N/A—2,278,718-2,278,718-100%$684.6M———
M&T Bank Corp
N/A—2,186,976-2,186,976-100%$657.1M———
Raymond James Financial Inc
N/A—2,056,250-2,056,250-100%$617.8M———
Cetera Investment Advisers
N/A—1,776,101-1,776,101-100%$533.6M———
Envestnet Asset Management Inc
N/A—1,655,359-1,655,359-100%$497.4M———
Millburn Ridgefield LLC
N/A—1,491,304-1,491,304-100%$448.1M———
Ameriprise Financial Inc
N/A—1,451,478-1,451,478-100%$435.0M———
Jones Financial Companies Lllp
N/A—1,211,945-1,211,945-100%$363.5M———
Tudor Investment Corp ET AL
N/A—1,144,729-1,144,729-100%$343.9M———
Pinnacle Financial Partners, Inc.
N/A—1,080,574-1,080,574-100%$324.7M———
Ensign Peak Advisors, Inc
N/A—892,577-892,577-100%$268.2M———
Valiant Capital Management, L.P.
N/A—863,141-863,141-100%$259.3M———
Brown Advisory Inc
N/A—860,024-860,024-100%$258.4M———
Brown Brothers Harriman & Co
N/A—832,435-832,435-100%$250.1M———
Pathstone Holdings, LLC
N/A—827,314-827,314-100%$248.6M———
Mariner, LLC
N/A—799,545-799,545-100%$240.2M———
Rockefeller Capital Management L.P.
N/A—781,614-781,614-100%$234.8M———
CIBC Bancorp USA Inc.
N/A—716,347-716,347-100%$214.9M———
HighTower Advisors, LLC
N/A—712,746-712,746-100%$214.1M———
Lbmc Investment Advisors, LLC
N/A—702,868-702,868-100%$211.2M———
Blair William & Co
N/A—701,051-701,051-100%$210.6M———
Osaic Holdings, Inc.
N/A—699,431-699,431-100%$210.3M———
Commerce Bank
N/A—688,092-688,092-100%$206.7M———
CIBC World Market Inc.
N/A—673,015-673,015-100%$202.2M———
Northwestern Mutual Wealth Management Co
N/A—632,247-632,247-100%$190.0M———
Franklin Resources Inc
N/A—626,703-626,703-100%$188.3M———
Cerity Partners LLC
N/A—592,421-592,421-100%$178.0M———
Stifel Financial Corp
N/A—569,114-569,114-100%$171.0M———
Baird Financial Group, Inc.
N/A—567,640-567,640-100%$170.5M———
SG Americas Securities, LLC
N/A—559,438-559,438-100%$168.1M———
MAI Capital Management
N/A—555,936-555,936-100%$167.0M———
Alliancebernstein L.P.
N/A—546,932-546,932-100%$135.6M———
Mercer Global Advisors Inc
N/A—537,633-537,633-100%$161.5M———
Toronto Dominion Bank
N/A—521,038-521,038-100%$157.3M———
Focus Partners Wealth
N/A—499,146-499,146-100%$150.0M———
Glenmede Trust Co NA
N/A—488,604-488,604-100%$146.8M———
Millennium Management LLC
N/A—486,880-486,880-100%$146.3M———
Sand Hill Global Advisors, LLC
N/A—481,468-481,468-100%$144.7M———
Broadwood Capital Inc
N/A—474,920-474,920-100%$142.7M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—450,354-450,354-100%$135.3M———
Jump Financial, LLC
N/A—440,421-440,421-100%$132.3M———
Cresset Asset Management, LLC
N/A—432,154-432,154-100%$129.8M———
Janney Montgomery Scott LLC
N/A—387,050-387,050-100%$116.3M———
HSBC Holdings PLC
N/A—377,742-377,742-100%$113.4M———
Citadel Advisors LLC
N/A—375,066-375,066-100%$112.7M———
Old Mission Capital LLC
N/A—348,840-348,840-100%$104.8M———
Nomura Asset Management International Inc.
N/A—339,731-339,731-100%$102.1M———
Captrust Financial Advisors
N/A—338,229-338,229-100%$101.6M———
National Philanthropic Trust
N/A—333,772-333,772-100%$100.3M———
Johnson Investment Counsel Inc
N/A—303,252-303,252-100%$91.1M———
Waverly Advisors, LLC
N/A—302,033-302,033-100%$90.7M———
Deutsche Bank Ag\
N/A—299,385-299,385-100%$90.0M———
Whittier Trust Co
N/A—298,623-298,623-100%$89.3M———
Alphadyne Asset Management LP
N/A—294,461-294,461-100%$88.5M———
Arvest Bank Trust Division
N/A—269,433-269,433-100%$81.0M———
All Terrain Financial Advisors, LLC
N/A—265,529-265,529-100%$79.8M———
AQR Capital Management LLC
N/A—253,000-253,000-100%$76.0M———
Woodline Partners LP
N/A—240,000-240,000-100%$72.1M———
Moneta Group Investment Advisors LLC
N/A—238,291-238,291-100%$71.6M———
Blueshift Asset Management, LLC
N/A—234,592-234,592-100%$70.5M———
First Western Trust Bank
N/A—234,431-234,431-100%$70.4M———
MML Investors Services, LLC
N/A—227,304-227,304-100%$68.3M———
Summit Trail Advisors, LLC
N/A—221,433-221,433-100%$66.5M———
German American Bancorp, Inc.
N/A—218,586-218,586-100%$65.7M———
Clearbridge Investments, LLC
N/A—213,615-213,615-100%$64.2M———
USA Financial Formulas
N/A—206,442-206,442-100%$62.0M———
Private Advisor Group, LLC
N/A—203,897-203,897-100%$61.3M———
Stock Yards Bank & Trust Co
N/A—202,126-202,126-100%$60.7M———
UMB Bank, n.a.
N/A—197,237-197,237-100%$59.3M———
NorthRock Partners, LLC
N/A—191,265-191,265-100%$57.5M———
Savant Capital, LLC
N/A—190,233-190,233-100%$57.2M———
Peapack Gladstone Financial Corp
N/A—182,330-182,330-100%$54.8M———
CSM Advisors, LLC
N/A—180,421-180,421-100%$54.2M———
Stratos Wealth Partners, Ltd.
N/A—178,487-178,487-100%$53.6M———
Neuberger Berman Group LLC
N/A—177,309-177,309-100%$53.3M———
Cinctive Capital Management LP
N/A—175,100-175,100-100%$52.6M———
Natixis Advisors, LLC
N/A—164,565-164,565-100%$49.4M———
Banco BTG Pactual S.A.
N/A—160,000-160,000-100%$48.1M———
Prudential Financial Inc
N/A—158,258-158,258-100%$47.5M———
Summit Financial, LLC
N/A—157,452-157,452-100%$47.3M———
Huntington National Bank
N/A—155,914-155,914-100%$46.8M———
Sanctuary Advisors, LLC
N/A—152,529-152,529-100%$45.8M———
First Foundation Advisors
N/A—151,117-151,117-100%$45.4M———
Stephens Inc
N/A—148,311-148,311-100%$44.6M———
IHT Wealth Management, LLC
N/A—147,840-147,840-100%$44.4M———
UBS Asset Management Americas LLC
N/A—143,441-143,441-100%$43.1M———
Venturi Wealth Management, LLC
N/A—143,433-143,433-100%$43.1M———
Robinhood Asset Management, LLC
N/A—142,822-142,822-100%$42.9M———
Equitable Holdings, Inc.
N/A—141,621-141,621-100%$42.6M———
Dakota Wealth Management
N/A—137,949-137,949-100%$41.4M———
Credit Agricole S A
N/A—137,939-137,939-100%$41.4M———
Itau Unibanco Holding S.A.
N/A—137,424-137,424-100%$41.3M———
Kayne Anderson Rudnick Investment Management LLC
N/A—134,826-134,826-100%$40.5M———
Beacon Pointe Advisors, LLC
N/A—132,878-132,878-100%$39.9M———
EMC Capital Management
N/A—128,970-128,970-100%$38.7M———
Bank of Nova Scotia
N/A—123,810-123,810-100%$37.2M———
Metropolitan Life Insurance Co
N/A—121,345-121,345-100%$36.5M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—120,026-120,026-100%$36.0M———
Blackstone Inc.
N/A—115,469-115,469-100%$34.7M———
First Commonwealth Financial Corp
N/A—115,199-115,199-100%$34.6M———
National Bank of Canada
N/A—112,768-112,768-100%$33.9M———
Steward Partners Investment Advisory, LLC
N/A—111,126-111,126-100%$33.4M———
Tower Research Capital LLC (TRC)
N/A—109,126-109,126-100%$32.8M———
NewEdge Advisors, LLC
N/A—109,040-109,040-100%$32.8M———
Wealthspire Advisors, LLC
N/A—106,982-106,982-100%$32.1M———
GTS Securities LLC
N/A—104,815-104,815-100%$31.5M———
Friends of the Cornell LAB of Ornithology, Inc.
N/A—104,532-104,532-100%$31.4M———
Impactive Capital LPA
N/A—103,183-103,183-100%$31.0M———
Walleye Capital LLC
N/A—102,873-102,873-100%$30.9M———
&partners
N/A—102,163-102,163-100%$30.6M———
Balyasny Asset Management L.P.
N/A—99,639-99,639-100%$29.9M———
SOA Wealth Advisors, Llc.
N/A—98,967-98,967-100%$2.3M———
Bessemer Group Inc
N/A—98,839-98,839-100%$29.7M———
Clearstead Advisors, LLC
N/A—98,825-98,825-100%$29.7M———
Nomura Asset Management Co LTD
N/A—97,090-97,090-100%$29.2M———
Advisory Services Network, LLC
N/A—96,987-96,987-100%$29.1M———
1ST Source Bank
N/A—96,777-96,777-100%$29.1M———
Jain Global LLC
N/A—96,447-96,447-100%$29.0M———
Mirabella Financial Services LLP
N/A—94,900-94,900-100%$28.5M———
Whittier Trust Co of Nevada Inc
N/A—92,767-92,767-100%$27.5M———
Akuna Securities LLC
N/A—92,671-92,671-100%$27.8M———
Mangrove Partners IM, LLC
N/A—92,192-92,192-100%$27.7M———
MetLife Investment Management, LLC
N/A—84,959-84,959-100%$25.5M———
United Capital Financial Advisors, LLC
N/A—81,209-81,209-100%$24.4M———
River Wealth Advisors LLC
N/A—80,655-80,655-100%$24.2M———
BTC Capital Management, Inc.
N/A—79,974-79,974-100%$24.1M———
Potomac Fund Management Inc
N/A—79,800-79,800-100%$24.0M———
Quantinno Capital Management LP
N/A—79,062-79,062-100%$23.8M———
EP Wealth Advisors, LLC
N/A—77,521-77,521-100%$23.3M———
Ausdal Financial Partners, Inc.
N/A—76,688-76,688-100%$23.0M———
Squarepoint Ops LLC
N/A—76,126-76,126-100%$22.9M———
Walleye Trading LLC
N/A—75,249-75,249-100%$22.6M———
WS Management Lllp
N/A—75,000-75,000-100%$22.5M———
BFC Planning, Inc.
N/A—74,146-74,146-100%$22.3M———
Volterra Technologies LP
N/A—73,871-73,871-100%$22.2M———
Connors Investor Services Inc
N/A—72,910-72,910-100%$21.9M———
Dimension Capital Management LLC
N/A—72,734-72,734-100%$21.9M———
Diversified Trust Co
N/A—70,791-70,791-100%$21.3M———
Modern Wealth Management, LLC
N/A—69,447-69,447-100%$20.9M———
Crewe Advisors LLC
N/A—69,179-69,179-100%$20.8M———
Capstone Investment Advisors, LLC
N/A—68,994-68,994-100%$20.7M———
Smith, Moore & Co.
N/A—64,986-64,986-100%$19.5M———
Fidelis Capital Partners, LLC
N/A—64,688-64,688-100%$19.4M———
Stratos Wealth Advisors, LLC
N/A—63,968-63,968-100%$19.2M———
Capula Management Ltd
N/A—63,619-63,619-100%$19.1M———
Graham Capital Management, L.P.
N/A—62,000-62,000-100%$18.6M———
D. E. Shaw & Co., Inc.
N/A—61,251-61,251-100%$18.4M———
Arax Advisory Partners
N/A—61,143-61,143-100%$18.4M———
Kiker Wealth Management, LLC
N/A—60,644-60,644-100%$18.2M———
Portland Global Advisors LLC
N/A—60,455-60,455-100%$18.2M———
Simmons Bank
N/A—58,758-58,758-100%$17.7M———
Alongside, LLC
N/A—58,505-58,505-100%$17.6M———
49 Wealth Management, LLC
N/A—58,505-58,505-100%$17.6M———
Callan Family Office, LLC
N/A—58,487-58,487-100%$17.6M———
Merit Financial Group, LLC
N/A—58,006-58,006-100%$17.4M———
Canada Post Corp Registered Pension Plan
N/A—57,711-57,711-100%$17.3M———
Westshore Wealth, LLC
N/A—57,571-57,571-100%$17.3M———
IEQ Capital, LLC
N/A—56,534-56,534-100%$17.0M———
Allworth Financial LP
N/A—55,752-55,752-100%$16.8M———
Jasper Ridge Partners, L.P.
N/A—55,688-55,688-100%$16.7M———
Global Retirement Partners, LLC
N/A—55,579-55,579-100%$16.7M———
Silvercrest Asset Management Group LLC
N/A—55,551-55,551-100%$16.7M———
Hilltop Holdings Inc.
N/A—55,317-55,317-100%$16.6M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—54,807-54,807-100%$16.5M———
XTX Topco Ltd
N/A—54,721-54,721-100%$16.4M———
O'shaughnessy Asset Management, LLC
N/A—53,943-53,943-100%$16.2M———
Hancock Whitney Corp
N/A—51,634-51,634-100%$15.5M———
HighMark Wealth Management LLC
N/A—51,019-51,019-100%$15.3M———
GW&K Investment Management, LLC
N/A—50,863-50,863-100%$15.3M———
Humankind Investments LLC
N/A—50,860-50,860-100%$15.3M———
Flow Traders U.S. LLC
N/A—50,758-50,758-100%$15.3M———
Arkadios Wealth Advisors
N/A—50,684-50,684-100%$15.2M———
Integrated Wealth Concepts LLC
N/A—50,226-50,226-100%$15.1M———
University of Illinois Foundation
N/A—49,970-49,970-100%$15.0M———
Strategic Wealth Partners, Ltd.
N/A—49,868-49,868-100%$15.0M———
Bradley Foster & Sargent Inc
N/A—48,473-48,473-100%$14.6M———
Argent Trust Co
N/A—48,381-48,381-100%$14.5M———
Sequoia Financial Advisors, LLC
N/A—47,496-47,496-100%$14.3M———
Flputnam Investment Management Co
N/A—46,775-46,775-100%$14.0M———
Nepc LLC
N/A—45,557-45,557-100%$13.7M———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—45,115-45,115-100%$13.6M———
McLean Asset Management Corp
N/A—45,058-45,058-100%$13.1M———
Corsicana & Co.
N/A—44,565-44,565-100%$13.4M———
Harvest Investment Advisors, LLC
N/A—44,377-44,377-100%$13.3M———
Manufacturers Life Insurance Company, the
N/A—44,068-44,068-100%$13.2M———
SCS Capital Management LLC
N/A—43,628-43,628-100%$13.1M———
Smithfield Trust Co
N/A—42,819-42,819-100%$12.8M———
Optiver Holding B.V.
N/A—42,748-42,748-100%$12.8M———
Vanguard National Trust Co
N/A—42,604-42,604-100%$12.8M———
Tiaa Trust, National Association
N/A—42,557-42,557-100%$12.8M———
Engine Capital Management, LPA
N/A—42,444-42,444-100%$12.8M———
Gotham Asset Management, LLC
N/A—42,430-42,430-100%$12.7M———
PCM Encore, LLC
N/A—41,698-41,698-100%$12.5M———
Silver OAK Securities, Incorporated
N/A—41,620-41,620-100%$12.5M———
Capital Group Private Client Services, Inc.
N/A—41,427-41,427-100%$12.4M———
Foundations Investment Advisors, LLC
N/A—40,800-40,800-100%$12.3M———
Federation des caisses Desjardins du Quebec
N/A—40,566-40,566-100%$12.2M———
Ground Swell Capital, LLC
N/A—39,841-39,841-100%$12.0M———
Laird Norton Wetherby Trust Company, LLC
N/A—39,764-39,764-100%$11.9M———
Envestnet Portfolio Solutions, Inc.
N/A—39,490-39,490-100%$11.9M———
Roehl & Yi Investment Advisors, LLC
N/A—39,429-39,429-100%$1.1M———
Voya Investment Management LLC
N/A—39,125-39,125-100%$11.8M———
Citizens Business Bank
N/A—39,093-39,093-100%$11.7M———
Becker Capital Management Inc
N/A—38,997-38,997-100%$11.7M———
Evercore Wealth Management, LLC
N/A—38,790-38,790-100%$11.7M———
Verition Fund Management LLC
N/A—38,689-38,689-100%$11.6M———
Banco Santander, S.A.
N/A—38,686-38,686-100%$11.6M———
Niles Investment Management, LLC
N/A—38,523-38,523-100%$11.6M———
Meridian Wealth Partners, LLC
N/A—38,156-38,156-100%$11.5M———
Mandatum Life Insurance Co Ltd
N/A—37,116-37,116-100%$11.2M———
Pine Valley Investments Ltd Liability Co
N/A—36,839-36,839-100%$11.1M———
Redwood Investment Management, LLC
N/A—36,231-36,231-100%$10.9M———
BNP Paribas Asset Management Holding S.A.
N/A—36,100-36,100-100%$10.8M———
Rathbones Group PLC
N/A—36,058-36,058-100%$10.8M———
Gilbert & Cook, Inc.
N/A—35,808-35,808-100%$10.8M———
Gladstone Institutional Advisory LLC
N/A—35,717-35,717-100%$10.7M———
Geneos Wealth Management Inc.
N/A—35,707-35,707-100%$10.7M———
Capstone Financial Advisors, Inc.
N/A—34,638-34,638-100%$10.4M———
Private Wealth Asset Management, LLC
N/A—34,324-34,324-100%$10.3M———
Sollinda Capital Management LLC
N/A—34,135-34,135-100%$10.3M———
Ameritas Investment Partners, Inc.
N/A—34,065-34,065-100%$10.2M———
Mutual Advisors, LLC
N/A—33,920-33,920-100%$10.2M———
Bleakley Financial Group, LLC
N/A—33,674-33,674-100%$10.1M———
Kickstand Ventures, Llc.
N/A—33,530-33,530-100%$10.1M———
Composition Wealth, LLC
N/A—33,196-33,196-100%$10.0M———
Coldstream Capital Management Inc
N/A—33,196-33,196-100%$10.0M———
Raelipskie Partnership
N/A—33,193-33,193-100%$10.0M———
Arete Wealth Advisors, LLC
N/A—33,099-33,099-100%$9.9M———
Independent Family Office, LLC
N/A—33,011-33,011-100%$9.9M———
C M Bidwell & Associates LTD
N/A—32,734-32,734-100%$9.8M———
Centaurus Financial, Inc.
N/A—32,582-32,582-100%$9.8M———
Sierra Capital LLC
N/A—32,243-32,243-100%$9.7M———
Harbour Investments, Inc.
N/A—31,763-31,763-100%$9.5M———
Spahn Wealth & Retirement LLC
N/A—31,480-31,480-100%$9.5M———
World Investment Advisors
N/A—31,180-31,180-100%$7.8M———
Scotia Capital Inc.
N/A—30,570-30,570-100%$9.2M———
Bartlett & Co. Wealth Management LLC
N/A—30,406-30,406-100%$9.1M———
Cornerstone Advisory, LLC
N/A—30,306-30,306-100%$9.1M———
Great Valley Advisor Group, Inc.
N/A—29,923-29,923-100%$9.0M———
California First Leasing Corp
N/A—29,705-29,705-100%$8.9M———
Shepherd Wealth Management Ltd Liability Co
N/A—29,608-29,608-100%$8.9M———
JMG Financial Group, Ltd.
N/A—29,333-29,333-100%$8.8M———
Ananym Capital Management, LP
N/A—29,300-29,300-100%$8.8M———
Kingsview Wealth Management, LLC
N/A—28,997-28,997-100%$8.7M———
Burling Wealth Partners, LLC
N/A—28,855-28,855-100%$8.7M———
Ballentine Partners, LLC
N/A—28,750-28,750-100%$8.6M———
DRW Securities, LLC
N/A—28,638-28,638-100%$8.6M———
Curi Capital, LLC
N/A—28,223-28,223-100%$8.5M———
Cary Street Partners Financial LLC
N/A—28,112-28,112-100%$8.4M———
Dorsey & Whitney Trust Co LLC
N/A—27,539-27,539-100%$8.3M———
Caerus Investment Advisors, LLC
N/A—27,493-27,493-100%$8.3M———
Financial Engines Advisors L.L.C.
N/A—27,318-27,318-100%$8.2M———
CreativeOne Wealth, LLC
N/A—26,827-26,827-100%$8.1M———
Fiduciary Trust Co
N/A—26,738-26,738-100%$8.0M———
Level Four Advisory Services, LLC
N/A—26,631-26,631-100%$8.0M———
Sharp Wealth Advisory, LLC
N/A—26,463-26,463-100%$8.0M———
Aristotle Capital Boston, LLC
N/A—26,411-26,411-100%$7.9M———
Cambridge Associates LLC
N/A—26,269-26,269-100%$7.9M———
Man Group plc
N/A—26,174-26,174-100%$7.9M———
Pine Ridge Advisers LLC
N/A—26,022-26,022-100%$7.8M———
WCG Wealth Advisors LLC
N/A—25,869-25,869-100%$7.8M———
Spruce Point Capital Management, LLC
N/A—25,400-25,400-100%$7.6M———
First National Bank of Omaha
N/A—25,278-25,278-100%$7.6M———
Genesis Financial Group, LLC
N/A—25,171-25,171-100%$7.6M———
HighPoint Advisor Group LLC
N/A—25,110-25,110-100%$7.5M———
Haverford Trust Co
N/A—25,034-25,034-100%$7.5M———
Torrey-Payne Wealth Management, LLC
N/A—25,001-25,001-100%$7.5M———
Mpwm Advisory Solutions, LLC
N/A—24,697-24,697-100%$7.4M———
Bridges Investment Management Inc
N/A—24,631-24,631-100%$7.4M———
Horizon Bancorp Inc
N/A—24,290-24,290-100%$7.3M———
AE Wealth Management LLC
N/A—24,254-24,254-100%$7.3M———
Aptus Capital Advisors, LLC
N/A—24,123-24,123-100%$7.2M———
Money Concepts Capital Corp
N/A—23,957-23,957-100%$7.2M———
Camarda Financial Advisors, LLC
N/A—23,748-23,748-100%$7.1M———
SEI Investments Co
N/A—23,508-23,508-100%$7.1M———
Focus Partners Advisor Solutions, LLC
N/A—23,505-23,505-100%$7.1M———
Cape COD Five Cents Savings Bank
N/A—23,322-23,322-100%$7.0M———
Snowden Capital Advisors LLC
N/A—23,133-23,133-100%$7.0M———
Mount Capital Ltd
N/A—23,100-23,100-100%$6.9M———
Summit Wealth Partners, LLC
N/A—22,997-22,997-100%$6.9M———
Summit Wealth & Retirement Planning, Inc.
N/A—22,489-22,489-100%$6.8M———
Prosperity Consulting Group, LLC
N/A—22,316-22,316-100%$6.7M———
NewEdge Wealth, LLC
N/A—21,957-21,957-100%$6.6M———
Ackerman Asset Management, LLC
N/A—21,446-21,446-100%$6.4M———
Belpointe Asset Management LLC
N/A—21,364-21,364-100%$6.4M———
Rehmann Capital Advisory Group
N/A—21,314-21,314-100%$6.4M———
Aureus Asset Management, LLC
N/A—21,304-21,304-100%$6.4M———
Twin Focus Capital Partners, LLC
N/A—21,209-21,209-100%$6.4M———
Segall Bryant & Hamill, LLC
N/A—21,186-21,186-100%$6.4M———
Perissos Private Wealth Management, LLC
N/A—20,876-20,876-100%$6.3M———
Private Advisory Group LLC
N/A—20,841-20,841-100%$6.3M———
One Capital Management, LLC
N/A—20,834-20,834-100%$5.2M———
Banque Cantonale Vaudoise
N/A—20,699-20,699-100%$6.2M———
Alpha Capital Advisors Inc
N/A—20,510-20,510-100%$6.2M———
Constant Guidance Financial LLC
N/A—20,362-20,362-100%$6.1M———
SSI Investment Management LLC
N/A—20,290-20,290-100%$6.1M———
TFO Wealth Partners, LLC
N/A—20,211-20,211-100%$6.1M———
KCM Capital Inc
N/A—20,100-20,100-100%$6.0M———
OneDigital Investment Advisors LLC
N/A—20,075-20,075-100%$6.0M———
Systematic Alpha Investments, LLC
N/A—20,006-20,006-100%$6.0M———
LuminArx Capital Management LP
N/A—20,000-20,000-100%$6.0M———
Freestone Capital Holdings, LLC
N/A—19,947-19,947-100%$6.0M———
Legacy Trust
N/A—19,765-19,765-100%$5.9M———
Lansing Street Advisors
N/A—19,713-19,713-100%$5.9M———
Purpose Unlimited Inc.
N/A—19,474-19,474-100%$5.9M———
SVB Wealth LLC
N/A—19,252-19,252-100%$5.8M———
Consolidated Portfolio Review Corp
N/A—19,162-19,162-100%$5.8M———
Algert Global LLC
N/A—19,000-19,000-100%$5.7M———
Point72 Asset Management, L.P.
N/A—18,700-18,700-100%$5.6M———
Donaldson Capital Management, LLC
N/A—18,627-18,627-100%$5.6M———
Orion Porfolio Solutions, LLC
N/A—18,561-18,561-100%$5.6M———
Webster Bank, N. A.
N/A—18,518-18,518-100%$5.6M———
Klcm Advisors, Inc.
N/A—18,480-18,480-100%$5.6M———
Menora Mivtachim Holdings Ltd.
N/A—18,346-18,346-100%$5.5M———
Wealthspan Partners, LLC
N/A—18,318-18,318-100%$5.5M———
LEE Johnson Capital Management, LLC
N/A—18,212-18,212-100%$5.5M———
London Co of Virginia
N/A—18,208-18,208-100%$5.5M———
Cercano Management LLC
N/A—18,137-18,137-100%$5.4M———
Arrowstreet Capital, Limited Partnership
N/A—18,084-18,084-100%$5.4M———
Boston Research & Management Inc
N/A—18,027-18,027-100%$5.4M———
EFG International AG
N/A—18,008-18,008-100%$5.4M———
Benjamin Edwards Inc
N/A—17,925-17,925-100%$5.4M———
Pursue Wealth Partners LLC
N/A—17,778-17,778-100%$5.3M———
Nuveen, LLC
N/A—17,775-17,775-100%$4.7M———
DV Trading LLC
N/A—17,749-17,749-100%$5.3M———
AlTi Global, Inc.
N/A—17,719-17,719-100%$5.3M———
FAS Wealth Partners, Inc.
N/A—17,564-17,564-100%$5.3M———
Operose Advisors LLC
N/A—17,398-17,398-100%$5.2M———
BSW Wealth Partners
N/A—17,315-17,315-100%$5.2M———
American Century Companies Inc
N/A—17,300-17,300-100%$5.2M———
Crews Bank & Trust
N/A—17,228-17,228-100%$5.2M———
Western Wealth Management, LLC
N/A—17,199-17,199-100%$5.2M———
Calton & Associates, Inc.
N/A—17,123-17,123-100%$5.1M———
Vestmark Advisory Solutions, Inc.
N/A—16,916-16,916-100%$5.1M———
Safe Harbor Fiduciary, LLC
N/A—16,893-16,893-100%$5.1M———
Ameritas Advisory Services, LLC
N/A—16,785-16,785-100%$5.0M———
Nicolet Bankshares Inc
N/A—16,755-16,755-100%$5.0M———
Tandem Financial, LLC
N/A—16,741-16,741-100%$5.0M———
Hudson Bay Capital Management LP
N/A—16,710-16,710-100%$5.0M———
Russell Investments Group, Ltd.
N/A—16,670-16,670-100%$5.0M———
Bluespring Wealth Management, LLC
N/A—16,462-16,462-100%$4.9M———
Peak Asset Management, LLC
N/A—16,429-16,429-100%$4.9M———
Insigneo Advisory Services, LLC
N/A—16,399-16,399-100%$4.9M———
Mayflower Financial Advisors, LLC
N/A—16,378-16,378-100%$4.9M———
Jaffetilchin Investment Partners, LLC
N/A—16,195-16,195-100%$4.9M———
Two Sigma Securities, LLC
N/A—16,048-16,048-100%$4.8M———
Continuum Advisory, LLC
N/A—15,955-15,955-100%$4.8M———
Quantbot Technologies LP
N/A—15,868-15,868-100%$4.8M———
Tocqueville Asset Management L.P.
N/A—15,699-15,699-100%$4.7M———
Guggenheim Capital LLC
N/A—15,581-15,581-100%$4.7M———
Ames National Corp
N/A—15,410-15,410-100%$4.6M———
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
N/A—15,318-15,318-100%$4.6M———
Loomis Sayles & Co L P
N/A—15,035-15,035-100%$4.5M———
Teachers Retirement System of the State of Kentucky
N/A—14,935-14,935-100%$4.5M———
Northwest Bancshares, Inc.
N/A—14,816-14,816-100%$4.5M———
SouthState Bank Corp
N/A—14,800-14,800-100%$4.4M———
Private Wealth Advisors, LLC
N/A—14,637-14,637-100%$4.4M———
Sound View Wealth Advisors Group, LLC
N/A—14,584-14,584-100%$4.4M———
Holistic Financial Partners
N/A—14,373-14,373-100%$4.3M———
IFG Advisory, LLC
N/A—13,956-13,956-100%$4.2M———
Edgestream Partners, L.P.
N/A—13,728-13,728-100%$4.1M———
BOK Financial Private Wealth, Inc.
N/A—13,700-13,700-100%$4.1M———
Audent Global Asset Management, LLC
N/A—13,583-13,583-100%$4.1M———
Legacy Edge Advisors, LLC
N/A—13,498-13,498-100%$4.1M———
RIK Saylor Financial, Inc.
N/A—13,375-13,375-100%$4.0M———
Berkshire Asset Management LLC
N/A—13,374-13,374-100%$4.0M———
Goldstone Financial Group, LLC
N/A—13,317-13,317-100%$4.0M———
Resolute Advisors LLC
N/A—13,298-13,298-100%$4.0M———
Campion Asset Management
N/A—13,276-13,276-100%$4.0M———
Kovack Advisors, Inc.
N/A—13,222-13,222-100%$4.0M———
Harvest Investment Services, LLC
N/A—13,156-13,156-100%$4.0M———
Cozad Asset Management Inc
N/A—13,050-13,050-100%$3.9M———
Moore Capital Management, LP
N/A—12,982-12,982-100%$3.9M———
Collaborative Capital Advisors LLC
N/A—12,933-12,933-100%$3.9M———
Godshalk Welsh Capital Management, Inc.
N/A—12,720-12,720-100%$3.8M———
10Elms LLP
N/A—12,684-12,684-100%$3.8M———
Bouchey Financial Group, Ltd.
N/A—12,624-12,624-100%$3.8M———
Headlands Technologies LLC
N/A—12,600-12,600-100%$3.8M———
Fiducient Advisors LLC
N/A—12,546-12,546-100%$3.8M———
PFG Investments, LLC
N/A—12,497-12,497-100%$3.8M———
Centiva Capital, LP
N/A—12,462-12,462-100%$3.7M———
Cornerstone Advisors Asset Management, LLC
N/A—12,430-12,430-100%$3.7M———
Cahill Financial Advisors Inc
N/A—12,420-12,420-100%$3.7M———
Circle Wealth Management, LLC
N/A—12,380-12,380-100%$3.7M———
Zacks Investment Management
N/A—12,372-12,372-100%$3.7M———
Tidal Investments LLC
N/A—12,330-12,330-100%$3.7M———
Aristides Capital LLC
N/A—12,306-12,306-100%$3.7M———
State of Wisconsin Investment Board
N/A—12,269-12,269-100%$3.7M———
Institute for Wealth Management, Llc.
N/A—12,226-12,226-100%$3.7M———
Essex Financial Services, Inc.
N/A—12,048-12,048-100%$3.6M———
Wilmar Advisors LLC
N/A—12,000-12,000-100%$3.6M———
LGL Partners, LLC
N/A—11,963-11,963-100%$3.6M———
Bedel Financial Consulting, Inc.
N/A—11,795-11,795-100%$3.5M———
Delos Wealth Advisors, LLC
N/A—11,620-11,620-100%$3.5M———
Alley Investment Management Company, LLC
N/A—11,581-11,581-100%$3.5M———
Lifeworks Advisors, LLC
N/A—11,510-11,510-100%$3.5M———
Annandale Capital, LLC
N/A—11,400-11,400-100%$3.4M———
LSP Investment Advisors, LLC
N/A—11,396-11,396-100%$3.4M———
Game Plan Financial Advisors, LLC
N/A—11,220-11,220-100%$3.4M———
Range Advisory, LLC
N/A—11,215-11,215-100%$3.4M———
Arbor Trust Wealth Advisors, LLC
N/A—11,129-11,129-100%$3.3M———
Nwam LLC
N/A—11,119-11,119-100%$3.3M———
JHP Wealth Management, LLC
N/A—11,002-11,002-100%$3.3M———
Moors & Cabot, Inc.
N/A—10,953-10,953-100%$3.3M———
Johnson Financial Group, Inc.
N/A—10,927-10,927-100%$3.3M———
Keystone Financial Group
N/A—10,925-10,925-100%$3.3M———
Atlantic Union Bankshares Corp
N/A—10,887-10,887-100%$3.3M———
Texas Capital Bank Wealth Management Services Inc
N/A—10,876-10,876-100%$3.3M———
Partners Capital Investment Group, LLP
N/A—10,839-10,839-100%$3.3M———
Garden State Investment Advisory Services LLC
N/A—10,819-10,819-100%$3.3M———
Jackson, Grant Investment Advisers, Inc.
N/A—10,791-10,791-100%$3.2M———
Chesapeake Wealth Management
N/A—10,749-10,749-100%$3.2M———
Sykon Capital LLC
N/A—10,463-10,463-100%$3.1M———
Centennial Bank
N/A—10,450-10,450-100%$3.1M———
RPg Family Wealth Advisory, LLC
N/A—10,298-10,298-100%$3.1M———
Keebeck Wealth Management
N/A—10,233-10,233-100%$3.1M———
Risk Paradigm Group, LLC
N/A—10,168-10,168-100%$3.1M———
GWN Securities Inc.
N/A—9,974-9,974-100%$3.0M———
SK Wealth Management, LLC
N/A—9,974-9,974-100%$3.0M———
Peregrine Asset Advisers, Inc.
N/A—9,926-9,926-100%$3.0M———
Trivium Point Advisory, LLC
N/A—9,895-9,895-100%$3.0M———
Cornerstone Capital, Inc.
N/A—9,844-9,844-100%$3.0M———
Leavell Investment Management, Inc.
N/A—9,776-9,776-100%$2.9M———
Bantamac Capital, LLC
N/A—9,775-9,775-100%$2.9M———
Riverpoint Wealth Management Holdings, LLC
N/A—9,771-9,771-100%$2.9M———
Stevens Capital Management LP
N/A—9,720-9,720-100%$2.9M———
Spinnaker Trust
N/A—9,497-9,497-100%$2.9M———
Price T Rowe Associates Inc
N/A—9,476-9,476-100%$2.8M———
HM Payson & Co
N/A—9,426-9,426-100%$2.8M———
American Wealth Advisors, LLC
N/A—9,369-9,369-100%$2.8M———
SageView Advisory Group, LLC
N/A—9,354-9,354-100%$2.8M———
Hollencrest Capital Management
N/A—9,335-9,335-100%$2.8M———
Fortis Group Advisors, LLC
N/A—9,333-9,333-100%$2.8M———
Abbot Financial Management, Inc.
N/A—9,319-9,319-100%$2.8M———
Empirical Asset Management, LLC
N/A—9,292-9,292-100%$2.8M———
Grandeur Peak Global Advisors, LLC
N/A—9,286-9,286-100%$2.8M———
Camelot Portfolios, LLC
N/A—9,158-9,158-100%$2.8M———
Oakwell Private Wealth Management, LLC
N/A—9,149-9,149-100%$2.7M———
Pure Financial Advisors, LLC
N/A—9,137-9,137-100%$2.7M———
Second Half Financial Partners, LLC
N/A—9,062-9,062-100%$2.7M———
HBK Sorce Advisory LLC
N/A—9,060-9,060-100%$2.7M———
KKM Financial LLC
N/A—9,040-9,040-100%$2.7M———
QRG Capital Management, Inc.
N/A—9,040-9,040-100%$2.7M———
Oxford Financial Group, Ltd. LLC
N/A—8,975-8,975-100%$2.7M———
Glen Eagle Advisors, LLC
N/A—8,972-8,972-100%$2.7M———
Mathes Company, Inc.
N/A—8,970-8,970-100%$2.7M———
Consilio Wealth Advisors, LLC
N/A—8,962-8,962-100%$2.7M———
Pettyjohn, Wood & White, Inc
N/A—8,945-8,945-100%$2.7M———
Delta Investment Management, LLC
N/A—8,865-8,865-100%$2.7M———
Tradition Wealth Management, LLC
N/A—8,808-8,808-100%$2.6M———
Cambient Family Office, LLC
N/A—8,738-8,738-100%$2.6M———
RWA Wealth Partners, LLC
N/A—8,736-8,736-100%$2.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—8,665-8,665-100%$2.6M———
Apriem Advisors
N/A—8,599-8,599-100%$2.6M———
Paragon Capital Management LLC
N/A—8,482-8,482-100%$2.5M———
Savvy Advisors, Inc.
N/A—8,438-8,438-100%$2.5M———
Wealthedge Investment Advisors, LLC
N/A—8,435-8,435-100%$2.5M———
Pointe Capital Management LLC
N/A—8,407-8,407-100%$2.5M———
Gardner Lewis Asset Management L P
N/A—8,390-8,390-100%$2.5M———
Valmark Advisers, Inc.
N/A—8,376-8,376-100%$2.5M———
Topsail Wealth Management, LLC
N/A—8,329-8,329-100%$2.5M———
Athena Investment Management
N/A—8,321-8,321-100%$2.5M———
Eldridge Investment Advisors, Inc.
N/A—8,258-8,258-100%$2.5M———
Westmount Partners, LLC
N/A—8,232-8,232-100%$2.5M———
Hirtle & Co., LLC
N/A—8,198-8,198-100%$2.5M———
Kavar Capital Partners Group, LLC
N/A—8,114-8,114-100%$2.4M———
Shay Capital LLC
N/A—8,073-8,073-100%$2.4M———
Ballast Advisors LLC
N/A—8,071-8,071-100%$2.4M———
GenTrust, LLC
N/A—8,055-8,055-100%$2.4M———
MidFirst Bank
N/A—8,035-8,035-100%$2.4M———
Davis R M Inc
N/A—7,978-7,978-100%$2.4M———
Brand Asset Management Group, Inc.
N/A—7,951-7,951-100%$2.4M———
Principal Securities, Inc.
N/A—7,917-7,917-100%$2.4M———
SlateStone Wealth, LLC
N/A—7,860-7,860-100%$2.4M———
Osborne Partners Capital Management, LLC
N/A—7,834-7,834-100%$2.4M———
FCA Corp
N/A—7,709-7,709-100%$2.3M———
Greenwich Wealth Management LLC
N/A—7,701-7,701-100%$2.3M———
Monetary Management Group Inc
N/A—7,680-7,680-100%$2.3M———
Transcend Capital Advisors, LLC
N/A—7,644-7,644-100%$2.3M———
Bienville Capital Management, LLC
N/A—7,562-7,562-100%$2.3M———
Kiley Juergens Wealth Management, LLC
N/A—7,544-7,544-100%$2.3M———
Granite Bay Wealth Management, LLC
N/A—7,488-7,488-100%$2.3M———
Aspen Capital Management, LLC
N/A—7,479-7,479-100%$2.2M———
Maxele Advisors, LLC
N/A—7,472-7,472-100%$2.2M———
Fuller & Thaler Asset Management, Inc.
N/A—7,320-7,320-100%$2.2M———
Rothschild Investment LLC
N/A—7,296-7,296-100%$2.2M———
Pallas Capital Advisors LLC
N/A—7,288-7,288-100%$2.2M———
Ethos Financial Group, LLC
N/A—7,264-7,264-100%$2.2M———
IAM Advisory, LLC
N/A—7,261-7,261-100%$2.2M———
Ironwood Investment Management LLC
N/A—7,231-7,231-100%$2.2M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—7,158-7,158-100%$2.1M———
LaSalle St. Investment Advisors, LLC
N/A—7,134-7,134-100%$2.1M———
Aster Capital Management (Difc) Ltd
N/A—7,000-7,000-100%$2.1M———
Wealth Watch Advisors, Inc
N/A—6,968-6,968-100%$2.1M———
Catalyst Financial Partners LLC
N/A—6,958-6,958-100%$2.1M———
Marvin & Palmer Associates Inc
N/A—6,950-6,950-100%$2.1M———
Evernest Financial Advisors, LLC
N/A—6,915-6,915-100%$2.1M———
Lowe Brockenbrough & Co Inc
N/A—6,899-6,899-100%$2.1M———
Cambria Investment Management, L.P.
N/A—6,793-6,793-100%$2.0M———
WealthShield Partners, LLC
N/A—6,726-6,726-100%$2.0M———
Disciplined Investments, LLC
N/A—6,719-6,719-100%$2.0M———
Advisors Capital Management, LLC
N/A—6,626-6,626-100%$2.0M———
Credit Industriel ET Commercial
N/A—6,618-6,618-100%$2.0M———
Clark Capital Management Group, Inc.
N/A—6,543-6,543-100%$2.0M———
One Charles Private Wealth Services, LLC
N/A—6,518-6,518-100%$2.0M———
BankPlus Trust Department
N/A—6,511-6,511-100%$2.0M———
CM Wealth Advisors LLC
N/A—6,503-6,503-100%$2.0M———
Mosaic Financial Group, LLC
N/A—6,456-6,456-100%$1.9M———
Aberdeen Group plc
N/A—6,416-6,416-100%$1.9M———
Rothschild Capital Partners, LLC
N/A—6,389-6,389-100%$1.9M———
17 Capital Partners, LLC
N/A—6,386-6,386-100%$1.9M———
Alesco Advisors, LLC, An ESL Co
N/A—6,360-6,360-100%$1.9M———
Signal Tree Financial Partners LLC
N/A—6,347-6,347-100%$1.9M———
Paces Ferry Wealth Advisors, LLC
N/A—6,344-6,344-100%$1.9M———
ST Germain D J Co Inc
N/A—6,338-6,338-100%$1.9M———
Sunflower Bank, N.A.
N/A—6,338-6,338-100%$1.9M———
Fisher Asset Management, LLC
N/A—6,298-6,298-100%$1.9M———
Fort Point Capital Partners LLC
N/A—6,294-6,294-100%$1.9M———
Farmers National Bank
N/A—6,283-6,283-100%$1.9M———
Intrepid Financial Planning Group LLC
N/A—6,256-6,256-100%$1.9M———
Boston Family Office LLC
N/A—6,223-6,223-100%$1.9M———
Fosun International Ltd
N/A—6,208-6,208-100%$1.9M———
Miller Investment Management, LP
N/A—6,138-6,138-100%$1.8M———
Allie Family Office LLC
N/A—6,118-6,118-100%$1.8M———
Capital Advisors Inc
N/A—6,116-6,116-100%$1.8M———
Fortis Capital Advisors, LLC
N/A—6,107-6,107-100%$1.8M———
First Trust Advisors LP
N/A—6,104-6,104-100%$1.8M———
Ruggiero Investments, Inc.
N/A—6,098-6,098-100%$1.8M———
IF Advisors, LLC
N/A—6,088-6,088-100%$1.8M———
Chevy Chase Trust Holdings, LLC
N/A—6,042-6,042-100%$1.8M———
Star Financial Bank
N/A—5,963-5,963-100%$1.8M———
Keating Financial Advisory Services, Inc.
N/A—5,951-5,951-100%$1.8M———
Westwood Holdings Group Inc
N/A—5,918-5,918-100%$1.8M———
Bayesian Capital Management, LP
N/A—5,900-5,900-100%$1.8M———
Bernard Wealth Management Corp.
N/A—5,881-5,881-100%$1.8M———
Tortoise Investment Management, LLC
N/A—5,872-5,872-100%$1.8M———
Regal Investment Advisors LLC
N/A—5,865-5,865-100%$1.8M———
Madison Asset Management, LLC
N/A—5,855-5,855-100%$1.8M———
Choate Investment Advisors
N/A—5,796-5,796-100%$1.7M———
Ellenbecker Investment Group
N/A—5,792-5,792-100%$1.7M———
Runnymede Capital Advisors, Inc.
N/A—5,766-5,766-100%$1.7M———
Morris Financial Concepts, Inc.
N/A—5,757-5,757-100%$1.7M———
Meridian Wealth Advisors, LLC
N/A—5,731-5,731-100%$1.7M———
BlueCrest Capital Management Ltd
N/A—5,666-5,666-100%$1.7M———
Wealth Alliance, LLC
N/A—5,609-5,609-100%$1.7M———
Aegis Wealth Management LLC
N/A—5,600-5,600-100%$1.7M———
Wealthfront Advisers LLC
N/A—5,597-5,597-100%$1.7M———
Rothschild Wealth LLC
N/A—5,597-5,597-100%$1.7M———
Keel Point, LLC
N/A—5,579-5,579-100%$1.7M———
Betterment LLC
N/A—5,532-5,532-100%$1.7M———
Community Bank, N.A.
N/A—5,506-5,506-100%$1.7M———
Baltimore-Washington Financial Advisors, Inc.
N/A—5,503-5,503-100%$1.7M———
Adapt Wealth Advisors, LLC
N/A—5,502-5,502-100%$1.7M———
Lcnb Corp
N/A—5,489-5,489-100%$1.6M———
1492 Capital Management LLC
N/A—5,457-5,457-100%$1.6M———
Financial Life Planners
N/A—5,363-5,363-100%$1.6M———
Rollins Financial Advisors, LLC
N/A—5,356-5,356-100%$1.6M———
Ancora Advisors LLCA
N/A—5,351-5,351-100%$1.6M———
Shapiro Capital Management LLC
N/A—5,350-5,350-100%$1.6M———
Matrix Private Capital Group LLC
N/A—5,286-5,286-100%$1.6M———
Cardiff Park Advisors, LLC
N/A—5,277-5,277-100%$1.6M———
RB Capital Management, LLC
N/A—5,268-5,268-100%$1.6M———
IMA Advisory Services, Inc.
N/A—5,256-5,256-100%$1.6M———
Pitti Group Wealth Management, LLC
N/A—5,219-5,219-100%$1.6M———
Stillwater Capital Advisors, LLC
N/A—5,173-5,173-100%$1.6M———
Stonebridge Capital Advisors LLC
N/A—5,145-5,145-100%$1.5M———
Old North State Trust, LLC
N/A—5,145-5,145-100%$1.5M———
Gambit Capital Management, LLC
N/A—5,134-5,134-100%$1.5M———
MWA Asset Management
N/A—5,103-5,103-100%$1.5M———
Cvfg LLC
N/A—5,089-5,089-100%$1.5M———
EQ LLC
N/A—5,071-5,071-100%$1.5M———
Earnest Partners LLC
N/A—5,054-5,054-100%$1.5M———
Plum Street Advisors, LLC
N/A—5,052-5,052-100%$1.5M———
Smartleaf Asset Management LLC
N/A—5,043-5,043-100%$1.5M———
Alamea Verwaltungs GmbH
N/A—5,025-5,025-100%$1.5M———
Neumeier Poma Investment Counsel LLC
N/A—5,000-5,000-100%$1.5M———
Galilei Investment Office LLP
N/A—5,000-5,000-100%$1.5M———
Intrust Bank NA
N/A—4,982-4,982-100%$1.5M———
Teachers Insurance & Annuity Association of America
N/A—4,964-4,964-100%$1.5M———
Cannell & Spears LLC
N/A—4,930-4,930-100%$1.5M———
Azimuth Capital Investment Management LLC
N/A—4,909-4,909-100%$1.5M———
Perennial Investment Advisors, LLC
N/A—4,887-4,887-100%$1.5M———
Bragg Financial Advisors, Inc
N/A—4,778-4,778-100%$1.4M———
Rialto Wealth Management, LLC
N/A—4,738-4,738-100%$1.4M———
Buffalo Business & Estate Services LTD
N/A—4,731-4,731-100%$1.4M———
Pacific Financial Group Inc
N/A—4,679-4,679-100%$1.4M———
Maridea Wealth Management LLC
N/A—4,628-4,628-100%$1.4M———
Magnolia Capital Advisors LLC
N/A—4,626-4,626-100%$1.4M———
Pinnacle Family Advisors, LLC
N/A—4,560-4,560-100%$1.4M———
Richard W. Paul & Associates, LLC
N/A—4,510-4,510-100%$1.4M———
Proffitt & Goodson Inc
N/A—4,502-4,502-100%$1.4M———
Ironwood Investment Counsel, LLC
N/A—4,497-4,497-100%$1.4M———
Core Wealth Advisors, Inc.
N/A—4,489-4,489-100%$1.3M———
Legal & General Group Plc
N/A—4,450-4,450-100%$1.3M———
Next Capital Management LLC
N/A—4,448-4,448-100%$1.3M———
Wellspring Financial Advisors, LLC
N/A—4,448-4,448-100%$1.3M———
Shelton Capital Management
N/A—4,441-4,441-100%$1.3M———
Zions Bancorporation, National Association
N/A—4,438-4,438-100%$1.3M———
White Pine Capital LLC
N/A—4,405-4,405-100%$1.3M———
Fort Sheridan Advisors LLC
N/A—4,395-4,395-100%$1.3M———
Vista Capital Partners, Inc.
N/A—4,340-4,340-100%$1.3M———
CacheTech Inc.
N/A—4,339-4,339-100%$1.3M———
New Republic Capital, LLC
N/A—4,332-4,332-100%$1.3M———
Barbara Oil Co.
N/A—4,330-4,330-100%$1.3M———
Addison Capital Co
N/A—4,327-4,327-100%$1.3M———
Allstate Corp
N/A—4,324-4,324-100%$1.3M———
AFT, Forsyth & Company, Inc.
N/A—4,259-4,259-100%$1.3M———
Petix & Botte Co
N/A—4,202-4,202-100%$1.3M———
Lutz Financial Services LLC
N/A—4,200-4,200-100%$1.3M———
Pgim Custom Harvest LLC
N/A—4,176-4,176-100%$1.3M———
Elgethun Capital Management
N/A—4,129-4,129-100%$1.2M———
Seneca House Advisors
N/A—4,083-4,083-100%$1.2M———
Roundview Capital LLC
N/A—4,081-4,081-100%$1.2M———
Monograph Wealth Advisors, LLC
N/A—4,015-4,015-100%$1.2M———
Permanent Capital Management, LP
N/A—4,007-4,007-100%$1.2M———
Advance Capital Management, Inc.
N/A—4,005-4,005-100%$1.2M———
Marex Group Ltd
N/A—4,000-4,000-100%$1.2M———
Presidio Capital Management, LLC
N/A—3,978-3,978-100%$1.2M———
Westfuller Advisors, LLC
N/A—3,952-3,952-100%$1.2M———
Lowery Thomas, LLC
N/A—3,933-3,933-100%$1.2M———
MainStreet Investment Advisors LLC
N/A—3,927-3,927-100%$1.2M———
TCM Advisors, LLC
N/A—3,921-3,921-100%$1.2M———
Tyche Wealth Partners LLC
N/A—3,881-3,881-100%$1.2M———
IFC Advisors LLC
N/A—3,872-3,872-100%$1.2M———
Cape ANN Savings Bank
N/A—3,867-3,867-100%$1.2M———
Vanguard Advisers Inc
N/A—3,867-3,867-100%$1.2M———
Francis Financial, Inc.
N/A—3,864-3,864-100%$1.2M———
Palisades Hudson Asset Management, L.P.
N/A—3,863-3,863-100%$1.2M———
Colonial Trust Advisors
N/A—3,839-3,839-100%$1.2M———
Warner Group LLC
N/A—3,810-3,810-100%$1.1M———
Black Swift Group, LLC
N/A—3,800-3,800-100%$1.1M———
Broadview Financial Management, LLC
N/A—3,793-3,793-100%$1.1M———
New England Asset Management Inc
N/A—3,770-3,770-100%$1.1M———
Dana Investment Advisors, Inc.
N/A—3,681-3,681-100%$1.1M———
Integrated Investment Consultants, LLC
N/A—3,638-3,638-100%$1.1M———
B & T Capital Management DBA Alpha Capital Management
N/A—3,634-3,634-100%$1.1M———
D L Carlson Investment Group Inc
N/A—3,632-3,632-100%$1.1M———
L & S Advisors Inc
N/A—3,614-3,614-100%$1.1M———
Libra Wealth LLC
N/A—3,610-3,610-100%$1.1M———
State Board of Administration of Florida Retirement System
N/A—3,609-3,609-100%$1.1M———
Highland Investment Advisors LLC
N/A—3,607-3,607-100%$1.1M———
Kintra Wealth, LLC
N/A—3,582-3,582-100%$1.1M———
MB Generational Wealth, LLC
N/A—3,544-3,544-100%$1.1M———
Resurgent Financial Advisors LLC
N/A—3,543-3,543-100%$1.1M———
Thoroughbred Financial Services, LLC
N/A—3,503-3,503-100%$1.1M———
Alerus Financial NA
N/A—3,501-3,501-100%$1.1M———
Wealth Care LLC
N/A—3,498-3,498-100%$1.1M———
First Manhattan Co. Llc.
N/A—3,491-3,491-100%$1.0M———
HFG Advisors, Inc.
N/A—3,486-3,486-100%$1.0M———
Thomasville National Bank
N/A—3,485-3,485-100%$1.0M———
Gateway Wealth Partners, LLC
N/A—3,470-3,470-100%$1.0M———
Baker Avenue Asset Management, LP
N/A—3,445-3,445-100%$1.0M———
American Financial Advisors, LLC
N/A—3,427-3,427-100%$1.0M———
OFC Financial Planning, LLC
N/A—3,413-3,413-100%$1.0M———
Navalign, LLC
N/A—3,396-3,396-100%$1.0M———
Elm Partners Management LLC
N/A—3,390-3,390-100%$1.0M———
Vident Advisory, LLC
N/A—3,368-3,368-100%$1.0M———
Elite Financial, Inc.
N/A—3,357-3,357-100%$1.0M———
Summitry LLC
N/A—3,340-3,340-100%$1.0M———
Heritage Trust Co
N/A—3,320-3,320-100%$997.5K———
Millstone Evans Group, LLC
N/A—3,305-3,305-100%$993.0K———
Okabena Investment Services Inc
N/A—3,301-3,301-100%$991.8K———
Sentinel Wealth Management, Inc.
N/A—3,283-3,283-100%$986.4K———
Intellectus Partners, LLC
N/A—3,281-3,281-100%$985.6K———
a16z Perennial Management, L.P.
N/A—3,250-3,250-100%$976.5K———
Chesapeake Asset Management LLC
N/A—3,224-3,224-100%$576.8K———
Stratos Investment Management, LLC
N/A—3,209-3,209-100%$964.3K———
Cedar Wealth Management, LLC
N/A—3,197-3,197-100%$960.5K———
Sachetta, LLC
N/A—3,194-3,194-100%$959.7K———
NWK Group, Inc.
N/A—3,169-3,169-100%$952.1K———
Bearing Point Capital, LLC
N/A—3,160-3,160-100%$949.4K———
Proficio Capital Partners LLC
N/A—3,107-3,107-100%$933.5K———
Beaton Management Co. Inc.
N/A—3,099-3,099-100%$931.0K———
JDM Financial Group LLC
N/A—3,090-3,090-100%$928.3K———
Pioneer Trust Bank N A
N/A—3,085-3,085-100%$926.9K———
Dearborn Partners LLC
N/A—3,079-3,079-100%$925.1K———
K.J. Harrison & Partners Inc
N/A—3,076-3,076-100%$924.2K———
Macquarie Group LTD
N/A—3,060-3,060-100%$919.4K———
Coastwise Capital Group, LLC
N/A—3,057-3,057-100%$918.3K———
Cascade Financial Partners, LLC
N/A—3,020-3,020-100%$907.4K———
Prime Buchholz LLC
N/A—3,001-3,001-100%$901.7K———
Hurricane Capital Advisors LLC
N/A—3,000-3,000-100%$901.4K———
Arrowroot Family Office, LLC
N/A—2,989-2,989-100%$898.1K———
VeraBank, N.A.
N/A—2,981-2,981-100%$895.6K———
Townsquare Capital LLC
N/A—2,969-2,969-100%$892.0K———
Beta Wealth Group, Inc.
N/A—2,954-2,954-100%$887.6K———
Stelac Advisory Services LLC
N/A—2,931-2,931-100%$880.6K———
Copia Wealth Management
N/A—2,923-2,923-100%$878.2K———
Providence Financial Advisors, LLC
N/A—2,901-2,901-100%$871.5K———
Tilson Financial Group, Inc.
N/A—2,875-2,875-100%$863.8K———
Vawter Financial, Ltd.
N/A—2,875-2,875-100%$863.9K———
Drexel Morgan & Co.
N/A—2,866-2,866-100%$861.1K———
Rhumbline Advisers
N/A—2,857-2,857-100%$858.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,817-2,817-100%$846.4K———
NCM Capital Management, LLC
N/A—2,799-2,799-100%$840.9K———
East Coast Asset Management, Llc.
N/A—2,796-2,796-100%$840.0K———
Rockbridge Investment Management, LCC
N/A—2,755-2,755-100%$827.7K———
Morse Asset Management, Inc
N/A—2,745-2,745-100%$824.7K———
Capital Analysts, LLC
N/A—2,737-2,737-100%$822.0K———
BBR Partners, LLC
N/A—2,722-2,722-100%$817.8K———
Lazard Asset Management LLC
N/A—2,720-2,720-100%$817.2K———
Wealthgarden F.S. LLC
N/A—2,708-2,708-100%$813.6K———
Tradewinds, Llc.
N/A—2,700-2,700-100%$815.8K———
NorthCoast Asset Management LLC
N/A—2,696-2,696-100%$810.2K———
IAG Wealth Partners, LLC
N/A—2,692-2,692-100%$808.8K———
Round Rock Advisors LLC
N/A—2,675-2,675-100%$803.8K———
Chilton Investment Co Inc.
N/A—2,662-2,662-100%$799.8K———
TAGStone Capital, Inc.
N/A—2,657-2,657-100%$798.4K———
Madison Wealth Partners, Inc
N/A—2,654-2,654-100%$797.3K———
Hudson Portfolio Management LLC
N/A—2,640-2,640-100%$793.2K———
First American Trust, FSB
N/A—2,629-2,629-100%$790.1K———
Meramec Financial Planners, LLC
N/A—2,621-2,621-100%$767.7K———
Private Capital Management, LLC
N/A—2,618-2,618-100%$786.6K———
Clarkston Capital Partners, LLC
N/A—2,600-2,600-100%$781.2K———
M1 Capital Management LLC
N/A—2,593-2,593-100%$779.1K———
RED Reef Advisors LLC
N/A—2,572-2,572-100%$772.8K———
OneAscent Financial Services LLC
N/A—2,572-2,572-100%$772.8K———
Fiduciary Financial Advisors
N/A—2,542-2,542-100%$762.4K———
Insight 2811, Inc.
N/A—2,522-2,522-100%$757.7K———
Baldwin Investment Management, LLC
N/A—2,519-2,519-100%$756.7K———
Colter Lewis Investment Partners LLC
N/A—2,509-2,509-100%$753.8K———
Shared Vision Wealth Group LLC
N/A—2,507-2,507-100%$753.2K———
Garrison Point Advisors, LLC
N/A—2,497-2,497-100%$750.2K———
American Investment Services, Inc.
N/A—2,477-2,477-100%$744.2K———
Discovery Capital Management, LLC / CT
N/A—2,469-2,469-100%$741.8K———
Canal Capital Management, LLC
N/A—2,465-2,465-100%$740.7K———
Tiemann Investment Advisors, LLC
N/A—2,412-2,412-100%$724.7K———
Earned Wealth Advisors, LLC
N/A—2,406-2,406-100%$722.9K———
LM Advisors LLC
N/A—2,398-2,398-100%$719.0K———
Waterloo Capital, L.P.
N/A—2,397-2,397-100%$720.1K———
RiverFront Investment Group, LLC
N/A—2,389-2,389-100%$717.8K———
Berger Financial Group, Inc
N/A—2,384-2,384-100%$716.3K———
Navis Wealth Advisors, LLC
N/A—2,380-2,380-100%$715.0K———
Strategic Financial Concepts, LLC
N/A—2,369-2,369-100%$711.8K———
Cornerstone Select Advisors, LLC
N/A—2,368-2,368-100%$711.5K———
Daybright Advisory Services, Inc.
N/A—2,364-2,364-100%$688.3K———
Regatta Research & Money Management
N/A—2,351-2,351-100%$705.5K———
Kelman-Lazarov, Inc.
N/A—2,346-2,346-100%$704.9K———
Wellington-Altus USA Inc.
N/A—2,346-2,346-100%$581.8K———
Natural Investments, LLC
N/A—2,342-2,342-100%$703.0K———
Inspire Advisors, LLC
N/A—2,326-2,326-100%$698.8K———
MRP Capital Investments, LLC
N/A—2,320-2,320-100%$697.0K———
Arcus Capital Partners, LLC
N/A—2,283-2,283-100%$685.8K———
Sovereign Financial Group, Inc.
N/A—2,267-2,267-100%$681.2K———
V2 Financial group LLC
N/A—2,263-2,263-100%$680.0K———
Argent Advisors, Inc.
N/A—2,260-2,260-100%$679.0K———
Urban Financial Advisory Corp
N/A—2,259-2,259-100%$678.8K———
Compass Capital Corp
N/A—2,227-2,227-100%$672.2K———
Independent Advisor Alliance
N/A—2,221-2,221-100%$667.4K———
City National Bank of Florida
N/A—2,216-2,216-100%$665.8K———
Quent Capital, LLC
N/A—2,200-2,200-100%$661.0K———
Red Door Wealth Management, LLC
N/A—2,180-2,180-100%$655.0K———
Whalerock Point Partners, LLC
N/A—2,156-2,156-100%$647.8K———
Highview Capital Management LLC
N/A—2,145-2,145-100%$644.5K———
Cavalier Investments, LLC
N/A—2,139-2,139-100%$642.7K———
Trillium Asset Management, LLC
N/A—2,106-2,106-100%$632.7K———
Barometer Capital Management Inc.
N/A—2,100-2,100-100%$630.9K———
Valtrion Capital Management, LLC
N/A—2,097-2,097-100%$630.0K———
KEB Asset Management, LLC
N/A—2,086-2,086-100%$626.7K———
Saiph Capital, LLC
N/A—2,081-2,081-100%$625.2K———
Yukon Wealth Management, Inc.
N/A—2,080-2,080-100%$625.2K———
CCG Wealth Management, LLC
N/A—2,076-2,076-100%$623.7K———
Cassady Wealth & Retirement Planning, LLC
N/A—2,075-2,075-100%$623.4K———
Synergy Investment Management, LLC
N/A—2,070-2,070-100%$606.6K———
Warner Financial, Inc
N/A—2,067-2,067-100%$621.1K———
Fiduciary Group, LLC
N/A—2,065-2,065-100%$620.4K———
Valor Advisors LLC
N/A—2,053-2,053-100%$616.8K———
BCS Private Wealth Management, Inc.
N/A—2,050-2,050-100%$615.9K———
Talon Private Wealth, LLC
N/A—2,047-2,047-100%$615.1K———
South Plains Financial, Inc.
N/A—2,038-2,038-100%$612.3K———
Readystate Asset Management LP
N/A—2,026-2,026-100%$608.7K———
Marshall Financial Group, LLC
N/A—2,004-2,004-100%$602.1K———
Mosaic Family Wealth Partners, LLC
N/A—2,000-2,000-100%$601.0K———
Purkiss Capital Advisors LLC
N/A—1,991-1,991-100%$598.1K———
Vista Investment Management
N/A—1,978-1,978-100%$594.3K———
Schusterman Interests, LLC
N/A—1,970-1,970-100%$591.9K———
UP Strategic Wealth Investment Advisors LLC
N/A—1,960-1,960-100%$587.5K———
Moment Partners, LLC
N/A—1,917-1,917-100%$576.0K———
Collaborative Wealth Managment Inc.
N/A—1,909-1,909-100%$573.7K———
Synergy Financial Group, LTD
N/A—1,900-1,900-100%$570.9K———
Mainstay Capital Management LLC
N/A—1,897-1,897-100%$570.0K———
Edmond de Rothschild Holding S.A.
N/A—1,896-1,896-100%$569.7K———
Pitcairn Wealth Advisors LLC
N/A—1,881-1,881-100%$565.1K———
Colonial Trust Co / SC
N/A—1,871-1,871-100%$562.1K———
TPG Financial Advisors, LLC
N/A—1,862-1,862-100%$559.4K———
Howe & Rusling Inc
N/A—1,858-1,858-100%$558.3K———
Little House Capital LLC
N/A—1,857-1,857-100%$557.9K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—1,855-1,855-100%$557.3K———
W1m Asset Management Ltd
N/A—1,848-1,848-100%$555.1K———
Florida Financial Advisors, LLC
N/A—1,846-1,846-100%$554.6K———
Spartan Wealth Advisory Services LLC
N/A—1,835-1,835-100%$551.3K———
Advyzon Investment Management, LLC
N/A—1,834-1,834-100%$550.9K———
Coastal Bridge Advisors, LLC
N/A—1,816-1,816-100%$545.6K———
Wescott Financial Advisory Group, LLC
N/A—1,805-1,805-100%$542.5K———
FLC Capital Advisors
N/A—1,795-1,795-100%$539.3K———
Chancellor Financial Group WB LP
N/A—1,793-1,793-100%$538.8K———
Walsh & Associates, LLC
N/A—1,774-1,774-100%$533.0K———
Conservest Capital Advisors, Inc.
N/A—1,771-1,771-100%$532.0K———
Hopwood Nicholas Hunter
N/A—1,757-1,757-100%$527.8K———
Prostatis Group LLC
N/A—1,746-1,746-100%$524.6K———
Bank of Hawaii
N/A—1,737-1,737-100%$521.9K———
Madden Advisory Services, Inc.
N/A—1,737-1,737-100%$521.9K———
Horizon Investments, LLC
N/A—1,727-1,727-100%$518.9K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—1,711-1,711-100%$514.1K———
Ameriflex Group, Inc.
N/A—1,697-1,697-100%$509.9K———
Wealthquest Corp
N/A—1,697-1,697-100%$509.9K———
KilterHowling LLC
N/A—1,683-1,683-100%$505.7K———
Klingenstein Fields & Co LP
N/A—1,673-1,673-100%$502.6K———
Thayer Partners, LLC / MA
N/A—1,673-1,673-100%$502.7K———
Team Hewins, LLC
N/A—1,670-1,670-100%$501.8K———
RiverGlades Family Offices LLC
N/A—1,668-1,668-100%$501.2K———
Ducere Wealth Management LLC
N/A—1,639-1,639-100%$492.4K———
Legend Capital Advisors LLC
N/A—1,637-1,637-100%$491.8K———
Summit Wealth Group, LLC
N/A—1,636-1,636-100%$491.5K———
Truepoint, Inc.
N/A—1,629-1,629-100%$489.4K———
Plotkin Financial Advisors, LLC
N/A—1,625-1,625-100%$488.2K———
Octavia Wealth Advisors, LLC
N/A—1,625-1,625-100%$488.2K———
Northstar Financial Companies, Inc.
N/A—1,612-1,612-100%$484.4K———
McMillan Office, Inc.
N/A—1,600-1,600-100%$480.7K———
Pier 88 Investment Partners LLC
N/A—1,600-1,600-100%$480.7K———
Acadian Asset Management LLC
N/A—1,595-1,595-100%$479.0K———
American Trust
N/A—1,573-1,573-100%$472.5K———
Stokes Family Office, LLC
N/A—1,570-1,570-100%$471.7K———
Ridge Creek Global, Inc
N/A—1,550-1,550-100%$465.8K———
Trustmark Bank Trust Department
N/A—1,544-1,544-100%$463.9K———
Vickerman Investment Advisors, Inc.
N/A—1,540-1,540-100%$462.7K———
SHP Wealth Management
N/A—1,536-1,536-100%$461.5K———
Great Lakes Advisors, LLC
N/A—1,518-1,518-100%$456.0K———
Staley Capital Advisers Inc
N/A—1,516-1,516-100%$455.5K———
Vestcor Inc
N/A—1,510-1,510-100%$454.0K———
Mairs & Power Inc
N/A—1,507-1,507-100%$452.8K———
Leigh Baldwin & Co., LLC
N/A—1,506-1,506-100%$452.4K———
Pasadena Private Wealth, LLC
N/A—1,500-1,500-100%$450.7K———
Genesis Wealth Advisors, LLC
N/A—1,491-1,491-100%$448.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—1,452-1,452-100%$436.3K———
Ellevest, Inc.
N/A—1,451-1,451-100%$435.7K———
Fairview Capital Investment Management, LLC
N/A—1,443-1,443-100%$433.5K———
Benchmark Investment Advisors LLC
N/A—1,431-1,431-100%$429.8K———
Spirepoint Private Client, LLC
N/A—1,405-1,405-100%$422.1K———
Fayez Sarofim & Co
N/A—1,403-1,403-100%$421.5K———
Castle Wealth Management LLC
N/A—1,397-1,397-100%$419.7K———
ArchPoint Investors
N/A—1,390-1,390-100%$417.6K———
Retirement Income Solutions, Inc
N/A—1,374-1,374-100%$340.8K———
Bcgm Wealth Management, LLC
N/A—1,369-1,369-100%$411.2K———
TRB Wealth Management, LLC
N/A—1,365-1,365-100%$410.1K———
Daner Wealth Management, LLC
N/A—1,362-1,362-100%$413.4K———
Evolve Private Wealth, LLC
N/A—1,349-1,349-100%$405.4K———
Cofg Advisors, LLC
N/A—1,340-1,340-100%$402.5K———
Objectivity Squared, LLC
N/A—1,339-1,339-100%$402.4K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—1,338-1,338-100%$402.1K———
Veridan Wealth LLC
N/A—1,334-1,334-100%$400.8K———
Dunhill Financial, LLC
N/A—1,334-1,334-100%$400.8K———
Maripau Wealth Management LLC
N/A—1,333-1,333-100%$400.4K———
Heritage Wealth Advisors
N/A—1,328-1,328-100%$399.1K———
Bank Hapoalim BM
N/A—1,321-1,321-100%$397.0K———
Mission Creek Capital Partners, Inc.
N/A—1,315-1,315-100%$395.1K———
Allred Capital Management, LLC
N/A—1,314-1,314-100%$394.8K———
VestGen Investment Management
N/A—1,309-1,309-100%$393.3K———
Hayek Kallen Investment Management
N/A—1,305-1,305-100%$392.0K———
Hantz Financial Services, Inc.
N/A—1,292-1,292-100%$388.0K———
Wealthspire Retirement, LLC
N/A—1,266-1,266-100%$380.5K———
Wallace Advisory Group, LLC
N/A—1,266-1,266-100%$380.4K———
Godfrey Financial Associates, Inc.
N/A—1,258-1,258-100%$378.0K———
Front Street Capital Management, Inc.
N/A—1,251-1,251-100%$375.9K———
Performance Wealth Partners, LLC
N/A—1,245-1,245-100%$373.9K———
AssuredPartners Investment Advisors, LLC
N/A—1,241-1,241-100%$373.0K———
Vigil Wealth Management, LLC
N/A—1,239-1,239-100%$372.3K———
JMN Financial LLC
N/A—1,228-1,228-100%$369.0K———
M. Kulyk & Associates, LLC
N/A—1,225-1,225-100%$368.1K———
VAN Strum & Towne Inc.
N/A—1,225-1,225-100%$368.1K———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—1,223-1,223-100%$367.6K———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,222-1,222-100%$367.2K———
Bogart Wealth, LLC
N/A—1,199-1,199-100%$360.3K———
EWA, LLC
N/A—1,194-1,194-100%$358.7K———
Nvest Financial, LLC
N/A—1,181-1,181-100%$354.9K———
CNB Bank
N/A—1,179-1,179-100%$354.2K———
Zuckerman Investment Group, LLC
N/A—1,172-1,172-100%$352.1K———
West Michigan Advisors, LLC
N/A—1,171-1,171-100%$351.8K———
Mittelman Wealth Management
N/A—1,167-1,167-100%$823.1K———
Baron Silver Stevens Financial Advisors, LLC
N/A—1,161-1,161-100%$348.8K———
Elk River Wealth Management LLC
N/A—1,146-1,146-100%$344.3K———
Chicago Wealth Management, Inc.
N/A—1,139-1,139-100%$342.2K———
Sandhill Capital Partners LLC
N/A—1,138-1,138-100%$342.0K———
Main Street Financial Solutions, LLC
N/A—1,135-1,135-100%$340.9K———
360 Financial, Inc.
N/A—1,135-1,135-100%$341.0K———
Atlas Capital Advisors Inc.
N/A—1,134-1,134-100%$340.7K———
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
N/A—1,132-1,132-100%$340.1K———
Foster & Motley Inc
N/A—1,131-1,131-100%$340.0K———
Vanguard Personalized Indexing Management, LLC
N/A—1,119-1,119-100%$336.2K———
Invst, LLC
N/A—1,113-1,113-100%$334.4K———
JTC Employer Solutions Trustee Ltd
N/A—1,113-1,113-100%$334.0K———
Capasso Planning Partners LLC
N/A—1,091-1,091-100%$327.8K———
Birmingham Capital Management Co Inc
N/A—1,090-1,090-100%$327.0K———
Koss-Olinger Consulting, LLC
N/A—1,081-1,081-100%$324.7K———
Concorde Asset Management, LLC
N/A—1,076-1,076-100%$323.2K———
Forum Finance Group S.A.
N/A—1,075-1,075-100%$261———
Strategies Wealth Advisors, LLC
N/A—1,068-1,068-100%$320.9K———
CCM Investment Advisers LLC
N/A—1,062-1,062-100%$319.1K———
Xcelsior Advisor Partners LLC
N/A—1,060-1,060-100%$318.5K———
Peterson Wealth Management
N/A—1,058-1,058-100%$317.8K———
Founders Financial Alliance, LLC
N/A—1,058-1,058-100%$317.9K———
URS Advisory LLC
N/A—1,045-1,045-100%$314.0K———
Connable Office Inc
N/A—1,044-1,044-100%$313.7K———
Forum Private Client Group LLC
N/A—1,042-1,042-100%$313.0K———
Viawealth, LLC
N/A—1,041-1,041-100%$312.8K———
Access Financial Services, Inc.
N/A—1,040-1,040-100%$312.6K———
Tanglewood Legacy Advisors, LLC
N/A—1,036-1,036-100%$311.3K———
Banque Transatlantique SA
N/A—1,033-1,033-100%$310.4K———
Werba Rubin Papier Wealth Management
N/A—1,028-1,028-100%$308.8K———
Storen Legacy Partners, LLC
N/A—1,024-1,024-100%$307.7K———
Vision Retirement, LLC
N/A—1,015-1,015-100%$304.9K———
Kemnay Advisory Services Inc.
N/A—1,011-1,011-100%$303.8K———
Schnieders Capital Management, Llc.
N/A—1,010-1,010-100%$303.4K———
Bank OZK
N/A—1,009-1,009-100%$303.2K———
Legacy Wealth Managment, LLC
N/A—1,004-1,004-100%$301.7K———
Tobias Financial Advisors, Inc.
N/A—1,003-1,003-100%$301.4K———
Strategic Financial Services, Inc.
N/A—1,002-1,002-100%$301.1K———
1776 Wealth LLC
N/A—1,000-1,000-100%$300.5K———
Greenland Capital Management LP
N/A—1,000-1,000-100%$300.5K———
Meridian Management Co
N/A—1,000-1,000-100%$300.5K———
John A. Wolfe & Associates, Inc.
N/A—1,000-1,000-100%$300.5K———
Meeder Advisory Services, Inc.
N/A—997-997-100%$299.4K———
Northeast Planning Associates, Inc. / NH /
N/A—996-996-100%$299.2K———
Guardian Capital, LLC
N/A—996-996-100%$299.3K———
JAG Capital Management, LLC
N/A—996-996-100%$299.2K———
Destination Wealth Management
N/A—993-993-100%$298.4K———
Comprehensive Money Management Services LLC
N/A—985-985-100%$295.9K———
Shufro Rose & Co LLC
N/A—983-983-100%$295.3K———
Innovative Asset Advisors Group, LLC
N/A—981-981-100%$294.9K———
Requisite Capital Management, LLC
N/A—977-977-100%$293.5K———
CIM Investment Management Inc
N/A—967-967-100%$290.5K———
Avalon Trust Co
N/A—956-956-100%$287.2K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—953-953-100%$286.3K———
CVA Family Office, LLC
N/A—939-939-100%$282.2K———
Main Management LLC
N/A—939-939-100%$282.0K———
Alteri Wealth LLC
N/A—934-934-100%$280.6K———
Front Row Advisors LLC
N/A—932-932-100%$280.5K———
Integrity Wealth Solutions LLC
N/A—929-929-100%$279.0K———
Boreal Capital Management LLC
N/A—925-925-100%$277.9K———
Cura Wealth Advisors, LLC
N/A—921-921-100%$276.7K———
Second Line Capital, LLC
N/A—918-918-100%$275.7K———
BlackDiamond Wealth Management, LLC
N/A—916-916-100%$274.8K———
Asset Management Group, Inc.
N/A—915-915-100%$275.1K———
Anchor Investment Management, LLC
N/A—910-910-100%$273.6K———
Samara Investment Management, LLC
N/A—906-906-100%$272.2K———
Guardian Wealth Advisors, LLC / NC
N/A—900-900-100%$270.4K———
Miramar Capital, LLC
N/A—900-900-100%$270.4K———
Frisch Financial Group, Inc.
N/A—890-890-100%$267.3K———
Axis Wealth Partners, LLC
N/A—887-887-100%$266.4K———
J. Goldman & Co LP
N/A—887-887-100%$266.5K———
Gamco Investors, Inc. ET AL
N/A—886-886-100%$266.2K———
Regency Capital Management Inc.\DE
N/A—878-878-100%$263.7K———
Blalock Williams, LLC
N/A—875-875-100%$262.9K———
McElhenny Sheffield Capital Management, LLC
N/A—874-874-100%$262.6K———
Strategic Wealth Advisors LLC
N/A—868-868-100%$213———
Steelhead Wealth Management LLC
N/A—863-863-100%$259.0K———
Fiera Capital Corp
N/A—860-860-100%$258.4K———
RPS Advisory Solutions LLC
N/A—852-852-100%$256.0K———
Schroder Investment Management Group
N/A—851-851-100%$255.7K———
Condor Capital Management
N/A—842-842-100%$253.0K———
Pack Private Wealth, LLC
N/A—842-842-100%$253.0K———
WJ Financial Advisors LLC
N/A—841-841-100%$252.6K———
Roble, Belko & Company, Inc
N/A—840-840-100%$252.0K———
BWM Planning, LLC
N/A—823-823-100%$247.3K———
Landing Point Financial Group, LLC
N/A—812-812-100%$244.0K———
Cladis Investment Advisory, LLC
N/A—808-808-100%$242.8K———
O'rourke & Company, Inc
N/A—807-807-100%$242.6K———
First National Advisers, LLC
N/A—806-806-100%$242.2K———
Trivant Custom Portfolio Group, LLC
N/A—800-800-100%$240.4K———
Panoramic Investment Advisors, LLC
N/A—799-799-100%$240.0K———
Stonebridge Financial Group, LLC
N/A—796-796-100%$239.0K———
Vance Wealth, LLC
N/A—795-795-100%$238.9K———
Olde Wealth Management, LLC
N/A—787-787-100%$236.0K———
GeoWealth Management, LLC
N/A—783-783-100%$235.2K———
Zhang Financial LLC
N/A—783-783-100%$235.4K———
FWG Holdings, LLC
N/A—782-782-100%$227.7K———
McDonough Capital Management, Inc
N/A—778-778-100%$233.8K———
DF Dent & Co Inc
N/A—774-774-100%$232.5K———
McLaughlin Asset Management, Inc.
N/A—773-773-100%$232.4K———
Faithward Advisors, LLC
N/A—772-772-100%$231.9K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—760-760-100%$228.3K———
Laffer Tengler Investments, Inc.
N/A—758-758-100%$227.7K———
Mason Investment Advisory Services, Inc.
N/A—758-758-100%$227.8K———
Melfa Wealth Management, Inc.
N/A—758-758-100%$227.8K———
WorthPointe, LLC
N/A—755-755-100%$226.9K———
Resources Management Corp
N/A—754-754-100%$226.5K———
Nelson Capital Management, LLC
N/A—753-753-100%$226.2K———
Generations Wealth, LLC
N/A—750-750-100%$225.3K———
Quest Investment Management LLC
N/A—745-745-100%$223.8K———
Financial Gravity Companies, Inc.
N/A—740-740-100%$222.3K———
Cetera Trust Company, N.a
N/A—735-735-100%$220.8K———
Permanens Capital L.P.
N/A—732-732-100%$220.1K———
Granite Harbor Advisors, Inc.
N/A—731-731-100%$219.6K———
Estate Planners Group, LLC
N/A—731-731-100%$219.6K———
Mayport, LLC
N/A—730-730-100%$219.3K———
Loudon Investment Management, LLC
N/A—724-724-100%$217.5K———
Ariadne Wealth Management, LP
N/A—724-724-100%$217.5K———
Tulsa Wealth Advisors, Inc
N/A—723-723-100%$217.2K———
Windsor Advisory Group, LLC
N/A—721-721-100%$216.6K———
Brasada Capital Management, LP
N/A—715-715-100%$214.8K———
Northwest Quadrant Wealth Management, LLC
N/A—713-713-100%$214.1K———
Frazier Financial Advisors, LLC
N/A—710-710-100%$213.2K———
Red Wave Investments LLC
N/A—701-701-100%$210.6K———
Tribridge Partners Financial LLC
N/A—700-700-100%$205.0K———
Payne Capital LLC
N/A—700-700-100%$210.3K———
Pennington Partners & Co., LLC
N/A—698-698-100%$209.6K———
Clare Market Investments LLC
N/A—696-696-100%$209.1K———
First Financial Bankshares Inc
N/A—695-695-100%$208.8K———
Premier Private Wealth Management LLC
N/A—693-693-100%$208.2K———
Paradiem, LLC
N/A—692-692-100%$207.9K———
Fortress Private Ledger, LLC
N/A—688-688-100%$206.6K———
Atlantic Private Wealth, LLC
N/A—686-686-100%$206.0K———
Wood Tarver Financial Group, LLC
N/A—681-681-100%$204.0K———
First Washington Corp
N/A—680-680-100%$204.3K———
Ascension Capital Advisors, Inc.
N/A—678-678-100%$203.7K———
BCI Securities, Inc.
N/A—675-675-100%$202.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—674-674-100%$202.6K———
Forefront Wealth Partners, LLC
N/A—673-673-100%$202.2K———
Steigerwald, Gordon & Koch Inc.
N/A—657-657-100%$197.4K———
Rice Partnership, LLC
N/A—641-641-100%$192.6K———
Winch Advisory Services, LLC
N/A—641-641-100%$192.7K———
Caldwell Sutter Capital, Inc.
N/A—620-620-100%$186.4K———
Strategic Investment Advisors / MI
N/A—618-618-100%$185.8K———
Greykasell Wealth Strategies, Inc.
N/A—616-616-100%$185.1K———
HHM Wealth Advisors, LLC
N/A—591-591-100%$177.6K———
Picton Mahoney Asset Management
N/A—590-590-100%$177.3K———
Darwin Wealth Management, LLC
N/A—585-585-100%$175.9K———
Glassman Wealth Services
N/A—567-567-100%$170.4K———
Sumitomo Mitsui Financial Group, Inc.
N/A—562-562-100%$168.9K———
ESL Trust Services, LLC
N/A—555-555-100%$166.8K———
CoreFirst Bank & Trust
N/A—553-553-100%$166.1K———
Aventura Private Wealth, LLC
N/A—548-548-100%$164.6K———
Migdal Insurance & Financial Holdings Ltd.
N/A—533-533-100%$160.1K———
Harris Associates L P
N/A—533-533-100%$160.1K———
Aberdeen Wealth Management LLC
N/A—520-520-100%$156.2K———
Integrity Financial Corp
N/A—508-508-100%$152.7K———
LRI Investments, LLC
N/A—500-500-100%$150.2K———
Collier Financial
N/A—487-487-100%$146.4K———
Consultiva Wealth Management, Corp.
N/A—484-484-100%$145.4K———
Cordant, Inc.
N/A—475-475-100%$142.7K———
Seneschal Advisors, LLC
N/A—464-464-100%$139.4K———
Persistent Asset Partners Ltd
N/A—462-462-100%$12.0K———
Fourth Dimension Wealth, LLC
N/A—458-458-100%$137.7K———
Paladin Advisory Group, LLC
N/A—454-454-100%$136.4K———
Bollard Group LLC
N/A—424-424-100%$127.0K———
Schonfeld Strategic Advisors LLC
N/A—416-416-100%$125.0K———
Addison Advisors LLC
N/A—414-414-100%$124.4K———
TD Capital Management LLC
N/A—401-401-100%$120.5K———
1015 Capital Partners, LLC
N/A—395-395-100%$118.7K———
Cary Street Partners Investment Advisory LLC
N/A—393-393-100%$118.1K———
one8zero8, LLC
N/A—375-375-100%$112.7K———
Allianz SE
N/A—353-353-100%$106.1K———
Atomic Invest LLC
N/A—350-350-100%$104.7K———
Top Private Wealth Llc.
N/A—339-339-100%$101.8K———
Brookwood Investment Group LLC
N/A—338-338-100%$101.6K———
WealthCollab, LLC
N/A—337-337-100%$101.3K———
Tiaa Wealth Investment Management LLC
N/A—333-333-100%$99.6K———
Elequin Capital, LP
N/A—327-327-100%$98.2K———
Truvestments Capital LLC
N/A—309-309-100%$92.8K———
Core Capital Management & Research, inc.
N/A—308-308-100%$92.4K———
Napier Financial, LLC
N/A—307-307-100%$92.4K———
Lavaca Capital LLC
N/A—295-295-100%$88.6K———
N.E.W. Advisory Services LLC
N/A—288-288-100%$86.5K———
Minot DeBlois Advisors LLC
N/A—272-272-100%$81.7K———
Riverview Trust Co
N/A—269-269-100%$80.8K———
Abound Financial, LLC
N/A—253-253-100%$76.0K———
FWL Investment Management, LLC
N/A—253-253-100%$76.0K———
Motco
N/A—252-252-100%$75.7K———
Ankerstar Wealth, LLC
N/A—248-248-100%$74.5K———
Pursuit Wealth Strategies, LLC
N/A—240-240-100%$72.1K———
Ross\johnson & Associates LLC
N/A—230-230-100%$61.1K———
1 North Wealth Services LLC
N/A—230-230-100%$69.2K———
Bank of the Bluegrass & Trust Co.
N/A—227-227-100%$63.1K———
Luminist Capital LLC
N/A—221-221-100%$66.4K———
Advisors Preferred, LLC
N/A—200-200-100%$59.5K———
Punch & Associates Investment Management, Inc.
N/A—185-185-100%$55.6K———
Bravera Wealth
N/A—177-177-100%$53.2K———
PlanVest Financial, Inc
N/A—168-168-100%$50.5K———
Caitlin John, LLC
N/A—165-165-100%$49.6K———
Marshall Investment Management, LLC
N/A—164-164-100%$49.2K———
Allied Private Wealth LLC
N/A—150-150-100%$44.2K———
Timbuktu Capital Management, LLC
N/A—142-142-100%$42.7K———
Conquis Financial LLC
N/A—135-135-100%$40.6K———
Philadelphia Investment Partners, LLC
N/A—133-133-100%$40.0K———
Clearstead Trust, LLC
N/A—128-128-100%$38.5K———
Osbon Capital Management LLC
N/A—127-127-100%$38.2K———
Providence Capital Advisors, LLC
N/A—126-126-100%$38.0K———
Mcguire Capital Advisors Inc
N/A—124-124-100%$37.3K———
Templeton & Phillips Capital Management, LLC
N/A—118-118-100%$35.5K———
Measured Wealth Private Client Group, LLC
N/A—114-114-100%$34.3K———
Investment Counsel Co of Nevada
N/A—108-108-100%$32.4K———
Mark Sheptoff Financial Planning, LLC
N/A—100-100-100%$30.0K———
Ramirez Asset Management, Inc.
N/A—100-100-100%$30.0K———
Beaird Harris Wealth Management, LLC
N/A—97-97-100%$29.1K———
Wellington Grp LLC
N/A—92-92-100%$22.8K———
Sankala Group LLC
N/A—90-90-100%$27.1K———
Leo H. Evart, Inc.
N/A—84-84-100%$25.2K———
Rogco, LP
N/A—83-83-100%$24.9K———
Tidemark, LLC
N/A—63-63-100%$19.1K———
Bellevue Asset Management, LLC
N/A—60-60-100%$18.1K———
PIN OAK Investment Advisors Inc
N/A—54-54-100%$16———
Bruce G. Allen Investments, LLC
N/A—51-51-100%$15.3K———
Manning & Napier Advisors LLC
N/A—49-49-100%$14.7K———
Family Manage LLC
N/A—49-49-100%$14.7K———
Sittner & Nelson, LLC
N/A—48-48-100%$14.4K———
JPL Wealth Management, LLC
N/A—46-46-100%$13.8K———
Pinney & Scofield, Inc.
N/A—38-38-100%$11.4K———
Index Technologies Group LLC
N/A—35-35-100%$10.5K———
Quantum Portfolio Management LLC
N/A—35-35-100%$10.5K———
Graney & King, LLC
N/A—34-34-100%$10.3K———
Kerr Financial Planning Corp
N/A—32-32-100%$9.6K———
Delta Asset Management LLC
N/A—30-30-100%$9.0K———
Chelsea Counsel Co
N/A—29-29-100%$8.7K———
Cheviot Value Management, LLC
N/A—22-22-100%$6.6K———
Wiser Advisor Group LLC
N/A—20-20-100%$6.0K———
Accent Capital Management, LLC
N/A—18-18-100%$5.4K———
Strive Financial Group,LLC
N/A—16-16-100%$4.8K———
Oakmont Advisory Group, LLC
N/A—10-10-100%$2.9K———
Coston, McIsaac & Partners
N/A—9-9-100%$2———
Logan Capital Management Inc
N/A—6-6-100%$1.8K———
Hillsdale Investment Management Inc.
N/A—5-5-100%$1.5K———
Transamerica Financial Advisors, LLC
N/A—5-5-100%$1.6K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—2-2-100%$601———
Morgan Dempsey Capital Management LLC
N/A—2-2-100%$601———
Peak6 LLC
N/A—2-2-100%$533———
Prosperity Bancshares Inc
N/A—1-1-100%$300———
Showing 2828 of 2828 institutions