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Ishares JP Morgan USD Emergi (EMB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Adventist Health System Sunbelt Healthcare Corp
INCREASED
Shares6,940,508 from 6,336,317
Change+604,191 (+10%)
Value$630.5M (+$19.4M)
Filed 2026-11-02
Japan Science & Technology Agency
UNCHANGED
Shares2,500,000 from 2,500,000
Change0 (0%)
Value$227.1M (-$14.0M)
Filed 2026-10-16
Nationwide Fund Advisors
DECREASED
Shares2,125,687 from 5,519,657
Change-3,393,970 (-61%)
Value$193.1M (-$86.2M)
Filed 2026-10-28
Bessemer Group Inc
DECREASED
Shares1,934,606 from 2,208,204
Change-273,598 (-12%)
Value$175.7M (-$37.2M)
Filed 2026-11-09
Bank of New York Mellon Corp
INCREASED
Shares1,900,637 from 1,804,062
Change+96,575 (+5%)
Value$172.7M (-$1.3M)
Filed 2026-11-05
LPL Financial LLC
DECREASED
Shares1,061,125 from 1,144,037
Change-82,912 (-7%)
Value$96.4M (-$13.9M)
Filed 2026-11-06
SBI Okasan Asset Management Co.Ltd.
DECREASED
Shares1,010,950 from 1,830,410
Change-819,460 (-45%)
Value$92.3M (-$84.9M)
Filed 2026-11-10
SigFig Wealth Management, LLC
INCREASED
Shares1,008,486 from 937,805
Change+70,681 (+8%)
Value$91.6M (+$812.5K)
Filed 2026-10-07
iA Global Asset Management Inc.
INCREASED
Shares857,072 from 591,563
Change+265,509 (+45%)
Value$77.9M (+$20.8M)
Filed 2026-10-29
Mather Group, Llc.
INCREASED
Shares723,942 from 588,604
Change+135,338 (+23%)
Value$65.8M (+$9.0M)
Filed 2026-10-14
FMR LLC
INCREASED
Shares621,886 from 354,865
Change+267,021 (+75%)
Value$56.5M (+$22.3M)
Filed 2026-11-10
PNC Financial Services Group, Inc.
DECREASED
Shares583,101 from 600,486
Change-17,385 (-3%)
Value$53.0M (-$4.9M)
Filed 2026-11-06
Pictet Asset Management Holding SA
INCREASED
Shares548,370 from 221,000
Change+327,370 (+148%)
Value$50.0M (+$28.7M)
Filed 2026-11-03
Deutsche Bank Ag\
DECREASED
Shares467,185 from 520,657
Change-53,472 (-10%)
Value$42.4M (-$7.8M)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares394,591 from 325,017
Change+69,574 (+21%)
Value$35.8M (+$4.6M)
Filed 2026-10-08
Savant Capital, LLC
DECREASED
Shares367,443 from 370,451
Change-3,008 (-1%)
Value$33.4M (-$2.3M)
Filed 2026-11-06
First Command Advisory Services, Inc.
INCREASED
Shares359,666 from 307,609
Change+52,057 (+17%)
Value$32.7M (+$3.0M)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares332,517 from 470,810
Change-138,293 (-29%)
Value$30.2M (-$15.2M)
Filed 2026-10-21
BLB&B Advisors, LLC
INCREASED
Shares330,480 from 313,877
Change+16,603 (+5%)
Value$30.0M (-$249.4K)
Filed 2026-10-27
Retirement Investment Advisors, Inc.
INCREASED
Shares318,417 from 308,517
Change+9,900 (+3%)
Value$28.9M (-$501.4K)
Filed 2026-10-22
CVS Health Corp
INCREASED
Shares300,000 from 180,000
Change+120,000 (+67%)
Value$27.3M (+$9.9M)
Filed 2026-11-05
Washington Trust Bank
INCREASED
Shares275,541 from 272,376
Change+3,165 (+1%)
Value$25.0M (-$1.2M)
Filed 2026-11-03
Stairway Partners, LLC
INCREASED
Shares265,121 from 264,121
Change+1,000 (+0%)
Value$24.1M (-$1.4M)
Filed 2026-10-02
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares263,234 from 287,045
Change-23,811 (-8%)
Value$23.9M (-$3.8M)
Filed 2026-11-03
Baker Avenue Asset Management, LP
INCREASED
Shares253,838 from 248,104
Change+5,734 (+2%)
Value$23.1M (-$868.5K)
Filed 2026-11-06
Towercrest Capital Management
INCREASED
Shares247,539 from 239,041
Change+8,498 (+4%)
Value$22.5M (-$566.3K)
Filed 2026-10-23
Wealthfront Advisers LLC
INCREASED
Shares229,537 from 213,819
Change+15,718 (+7%)
Value$20.9M (+$230.4K)
Filed 2026-11-09
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED
Shares221,200 from 128,000
Change+93,200 (+73%)
Value$20.1M (+$7.7M)
Filed 2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares216,300 from 192,500
Change+23,800 (+12%)
Value$19.6M (+$1.1M)
Filed 2026-11-05
Bernicke Wealth Management, Ltd.
INCREASED
Shares215,938 from 210,303
Change+5,635 (+3%)
Value$19.6M (-$665.8K)
Filed 2026-11-06
Creative Planning
DECREASED
Shares203,173 from 237,723
Change-34,550 (-15%)
Value$18.5M (-$4.5M)
Filed 2026-11-02
Cannon Financial Strategists, Inc.
INCREASED
Shares202,479 from 197,737
Change+4,742 (+2%)
Value$18.4M (-$676.6K)
Filed 2026-10-19
Barclays PLC
INCREASED
Shares176,285 from 24,881
Change+151,404 (+609%)
Value$16.0M (+$13.6M)
Filed 2026-11-06
J.Safra Asset Management Corp
INCREASED
Shares172,161 from 158,301
Change+13,860 (+9%)
Value$15.6M (+$372.6K)
Filed 2026-11-03
Factor Wealth Management LTD
INCREASED
Shares169,477 from 167,648
Change+1,829 (+1%)
Value$15.4M (-$772.7K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
INCREASED
Shares160,974 from 25,917
Change+135,057 (+521%)
Value$14.6M (+$12.1M)
Filed 2026-10-16
Alliance Wealth Management Group
INCREASED
Shares153,557 from 149,825
Change+3,732 (+2%)
Value$13.9M (-$499.5K)
Filed 2026-10-29
Occidental Asset Management, LLC
INCREASED
Shares153,133 from 136,126
Change+17,007 (+12%)
Value$13.9M (+$782.6K)
Filed 2026-11-05
Howard Capital Management, LLC
UNCHANGED
Shares146,959 from 146,959
Change0 (0%)
Value$13.3M (-$823.0K)
Filed 2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares143,821 from 144,491
Change-670 (0%)
Value$13.1M (-$864.8K)
Filed 2026-10-29
Union Bancaire Privee, UBP SA
INCREASED
Shares142,758 from 142,458
Change+300 (+0%)
Value$13.0M (-$767.7K)
Filed 2026-11-04
Country Trust Bank
INCREASED
Shares142,417 from 135,152
Change+7,265 (+5%)
Value$12.9M (-$96.9K)
Filed 2026-10-30
Imc-Chicago, LLC
NEW
Shares138,768
Change+138,768
Value$12.6M
Filed 2026-11-05
Idaho Trust Co
INCREASED
Shares138,608 from 131,604
Change+7,004 (+5%)
Value$12.6M (-$100.8K)
Filed 2026-11-04
Citizens & Northern Corp
INCREASED
Shares138,530 from 132,935
Change+5,595 (+4%)
Value$12.6M (-$236.2K)
Filed 2026-11-06
Privium Fund Management (UK) Ltd
INCREASED
Shares137,160 from 127,300
Change+9,860 (+8%)
Value$12.5M (+$194.8K)
Filed 2026-10-30
Spire Wealth Management
INCREASED
Shares130,329 from 128,471
Change+1,858 (+1%)
Value$11.8M (-$550.7K)
Filed 2026-10-30
Park Avenue Securities LLC
INCREASED
Shares130,169 from 123,876
Change+6,293 (+5%)
Value$11.8M (-$122.0K)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares122,040 from 116,936
Change+5,104 (+4%)
Value$11.1M (-$191.2K)
Filed 2026-10-29
Peak Financial Advisors LLC
DECREASED
Shares115,707 from 117,891
Change-2,184 (-2%)
Value$10.5M (-$858.6K)
Filed 2026-10-28
Quattro Financial Advisors LLC
UNCHANGED
Shares114,763 from 114,763
Change0 (0%)
Value$10.4M (-$642.7K)
Filed 2026-10-15
Vontobel Holding Ltd.
DECREASED
Shares114,406 from 116,412
Change-2,006 (-2%)
Value$10.4M (-$834.1K)
Filed 2026-10-16
Ellevest, Inc.
INCREASED
Shares113,767 from 109,130
Change+4,637 (+4%)
Value$8.4M (-$59.6K)
Filed 2026-11-10
Vertex Investment Solutions Co., Ltd.
DECREASED
Shares113,300 from 122,600
Change-9,300 (-8%)
Value$10.3M (-$1.5M)
Filed 2026-10-19
Probity Advisors, Inc.
INCREASED
Shares107,319 from 102,476
Change+4,843 (+5%)
Value$9.7M (-$134.0K)
Filed 2026-10-23
Trek Financial, LLC
INCREASED
Shares105,156 from 38,716
Change+66,440 (+172%)
Value$9.6M (+$5.8M)
Filed 2026-10-29
Lake Street Private Wealth, LLC
INCREASED
Shares98,949 from 93,688
Change+5,261 (+6%)
Value$9.0M (-$46.7K)
Filed 2026-10-22
Omega Financial Group, LLC
INCREASED
Shares97,285 from 94,891
Change+2,394 (+3%)
Value$8.8M (-$313.8K)
Filed 2026-10-29
MacKenzie Financial Corp
INCREASED
Shares92,270 from 90,180
Change+2,090 (+2%)
Value$8.4M (-$315.2K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED
Shares91,923 from 87,127
Change+4,796 (+6%)
Value$8.4M (-$52.2K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares89,154 from 108,129
Change-18,975 (-18%)
Value$8.1M (-$2.3M)
Filed 2026-11-02
Summit Global Investments
INCREASED
Shares87,631 from 80,317
Change+7,314 (+9%)
Value$8.0M (+$214.0K)
Filed 2026-10-28
Outlook Wealth Advisors, LLC
INCREASED
Shares87,230 from 82,741
Change+4,489 (+5%)
Value$7.9M (-$55.2K)
Filed 2026-10-28
Westview Management dba Westview Investment Advisors
INCREASED
Shares85,653 from 80,680
Change+4,973 (+6%)
Value$7.8M (-$42)
Filed 2026-11-09
Founders Financial Securities LLC
INCREASED
Shares85,223 from 57,138
Change+28,085 (+49%)
Value$7.7M (+$2.2M)
Filed 2026-10-28
Gridiron Partners, LLC
UNCHANGED
Shares85,221 from 85,221
Change0 (0%)
Value$7.7M (-$443.1K)
Filed 2026-10-08
HighTower Advisors, LLC
DECREASED
Shares83,517 from 296,854
Change-213,337 (-72%)
Value$7.6M (-$21.0M)
Filed 2026-11-10
Scotia Capital Inc.
DECREASED
Shares77,915 from 83,952
Change-6,037 (-7%)
Value$7.1M (-$1.0M)
Filed 2026-11-10
Truist Financial Corp
DECREASED
Shares75,285 from 84,202
Change-8,917 (-11%)
Value$6.8M (-$1.3M)
Filed 2026-10-30
Citigroup Inc
DECREASED
Shares73,002 from 99,827
Change-26,825 (-27%)
Value$6.6M (-$3.0M)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares71,327 from 74,911
Change-3,584 (-5%)
Value$6.5M (-$745.2K)
Filed 2026-11-05
Jmac Enterprises LLC
INCREASED
Shares70,745 from 70,412
Change+333 (+0%)
Value$6.4M (-$364.1K)
Filed 2026-10-30
Finhabits Advisors LLC
INCREASED
Shares67,100 from 63,869
Change+3,231 (+5%)
Value$6.1M (-$64.1K)
Filed 2026-11-10
Merit Financial Group, LLC
INCREASED
Shares65,850 from 38,685
Change+27,165 (+70%)
Value$6.0M (+$2.3M)
Filed 2026-11-06
Lido Advisors, LLC
INCREASED
Shares65,740 from 5,755
Change+59,985 (+1042%)
Value$6.0M (+$5.4M)
Filed 2026-11-04
Alternative Investment Advisors, Llc.
INCREASED
Shares64,856 from 61,165
Change+3,691 (+6%)
Value$5.9M (-$7.0K)
Filed 2026-11-03
Impact Partnership Wealth, LLC
INCREASED
Shares62,584 from 41,788
Change+20,796 (+50%)
Value$5.7M (+$1.7M)
Filed 2026-11-09
Park Edge Advisors, LLC
DECREASED
Shares62,384 from 63,502
Change-1,118 (-2%)
Value$5.7M (-$457.2K)
Filed 2026-10-28
Beacon Advisors Holdings, LLC
INCREASED
Shares61,992 from 57,922
Change+4,070 (+7%)
Value$5.6M (+$45.4K)
Filed 2026-10-27
Central Trust Co
INCREASED
Shares60,040 from 54,306
Change+5,734 (+11%)
Value$5.5M (+$216.8K)
Filed 2026-11-05
Theory Financial LLC
INCREASED
Shares57,515 from 37,995
Change+19,520 (+51%)
Value$5.2M (+$1.6M)
Filed 2026-11-09
Monument Capital Management
INCREASED
Shares57,499 from 57,241
Change+258 (+0%)
Value$5.2M (-$297.1K)
Filed 2026-10-09
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares57,118 from 239,009
Change-181,891 (-76%)
Value$5.2M (-$17.9M)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED
Shares53,721 from 28,292
Change+25,429 (+90%)
Value$4.9M (+$2.2M)
Filed 2026-10-16
Integrity Alliance, Llc.
INCREASED
Shares53,647 from 49,740
Change+3,907 (+8%)
Value$4.9M (+$76.3K)
Filed 2026-10-29
Parallel Advisors, LLC
INCREASED
Shares53,121 from 47,456
Change+5,665 (+12%)
Value$4.8M (+$248.8K)
Filed 2026-11-03
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares50,824 from 51,273
Change-449 (-1%)
Value$4.6M (-$327.9K)
Filed 2026-10-30
Modera Wealth Management, LLC
INCREASED
Shares49,664 from 47,472
Change+2,192 (+5%)
Value$4.5M (-$66.8K)
Filed 2026-10-28
BlueSky Wealth Advisors, LLC
DECREASED
Shares48,232 from 49,369
Change-1,137 (-2%)
Value$4.4M (-$379.8K)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares47,995 from 45,653
Change+2,342 (+5%)
Value$4.4M (-$42.9K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares46,383 from 47,635
Change-1,252 (-3%)
Value$4.2M (-$380.6K)
Filed 2026-11-02
Integrated Advisors Network LLC
DECREASED
Shares44,971 from 164,707
Change-119,736 (-73%)
Value$4.1M (-$11.8M)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED
Shares44,860 from 30,432
Change+14,428 (+47%)
Value$4.1M (+$1.1M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares43,178 from 40,749
Change+2,429 (+6%)
Value$3.9M (+$15.9K)
Filed 2026-10-13
Citizens Financial Group Inc
INCREASED
Shares42,746 from 42,647
Change+99 (+0%)
Value$3.9M (-$229.8K)
Filed 2026-10-23
Colton Groome Financial Advisors, LLC
INCREASED
Shares41,855 from 40,555
Change+1,300 (+3%)
Value$3.8M (-$109.0K)
Filed 2026-10-06
Paragon Advisors, LLC
INCREASED
Shares41,056 from 30,600
Change+10,456 (+34%)
Value$3.7M (+$778.5K)
Filed 2026-11-03
Rinkey Investments
DECREASED
Shares40,558 from 40,795
Change-237 (-1%)
Value$3.7M (-$250.0K)
Filed 2026-10-28
Genus Capital Management Inc.
DECREASED
Shares40,140 from 41,270
Change-1,130 (-3%)
Value$3.6M (-$333.8K)
Filed 2026-11-04
Sharper & Granite LLC
DECREASED
Shares39,739 from 40,790
Change-1,051 (-3%)
Value$3.7M (-$201.1K)
Filed 2026-11-02
Crossmark Global Holdings, Inc.
DECREASED
Shares39,470 from 39,545
Change-75 (0%)
Value$3.6M (-$228.3K)
Filed 2026-10-21
Ascent Group, LLC
INCREASED
Shares38,264 from 37,354
Change+910 (+2%)
Value$3.5M (-$126.5K)
Filed 2026-10-30
Great Diamond Partners, LLC
INCREASED
Shares38,068 from 36,556
Change+1,512 (+4%)
Value$3.5M (-$67.3K)
Filed 2026-10-13
Islay Capital Management, LLC
DECREASED
Shares35,956 from 36,074
Change-118 (0%)
Value$3.3M (-$212.7K)
Filed 2026-10-20
Insight Wealth Partners, LLC
DECREASED
Shares35,862 from 36,230
Change-368 (-1%)
Value$3.3M (-$236.3K)
Filed 2026-10-26
Venture Visionary Partners LLC
INCREASED
Shares35,594 from 25,943
Change+9,651 (+37%)
Value$3.2M (+$731.4K)
Filed 2026-10-07
GenTrust, LLC
UNCHANGED
Shares34,960 from 34,960
Change0 (0%)
Value$3.2M (-$195.8K)
Filed 2026-11-06
Verus Wealth Management, LLC
INCREASED
Shares34,943 from 33,143
Change+1,800 (+5%)
Value$3.2M (-$22.1K)
Filed 2026-10-13
Regions Financial Corp
INCREASED
Shares34,823 from 32,199
Change+2,624 (+8%)
Value$3.2M (+$58.1K)
Filed 2026-11-05
Nwam LLC
DECREASED
Shares33,588 from 33,929
Change-341 (-1%)
Value$3.1M (-$220.9K)
Filed 2026-11-09
Farrell Financial LLC
INCREASED
Shares33,530 from 32,089
Change+1,441 (+4%)
Value$3.0M (-$48.8K)
Filed 2026-10-16
Ascentis Independent Advisors
INCREASED
Shares33,130 from 5,027
Change+28,103 (+559%)
Value$3.0M (+$2.5M)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares31,428 from 32,276
Change-848 (-3%)
Value$2.9M (-$257.8K)
Filed 2026-11-04
Western Wealth Management, LLC
INCREASED
Shares31,335 from 13,350
Change+17,985 (+135%)
Value$5.1M (+$3.8M)
Filed 2026-11-09
Nations Financial Group Inc,
INCREASED
Shares30,071 from 28,060
Change+2,011 (+7%)
Value$2.7M (+$25.6K)
Filed 2026-11-05
Private Advisory Group LLC
INCREASED
Shares29,852 from 27,849
Change+2,003 (+7%)
Value$2.7M (+$26.0K)
Filed 2026-11-06
Randall & Associates Wealth Management
INCREASED
Shares28,728 from 27,134
Change+1,594 (+6%)
Value$2.6M (-$7.2K)
Filed 2026-10-20
Moors & Cabot, Inc.
INCREASED
Shares28,145 from 22,009
Change+6,136 (+28%)
Value$2.6M (+$434.1K)
Filed 2026-11-06
Gladwyn Financial Advisors, Inc.
INCREASED
Shares28,099 from 27,612
Change+487 (+2%)
Value$2.6M (-$110.3K)
Filed 2026-10-05
Alterna Wealth Management, Inc
INCREASED
Shares28,068 from 24,656
Change+3,412 (+14%)
Value$2.5M (+$171.9K)
Filed 2026-10-27
Argent Trust Co
INCREASED
Shares27,912 from 20,327
Change+7,585 (+37%)
Value$2.5M (+$575.2K)
Filed 2026-11-09
Sincerus Advisory, LLC
INCREASED
Shares27,522 from 26,547
Change+975 (+4%)
Value$2.5M (-$60.1K)
Filed 2026-10-09
Central Bank & Trust Co
DECREASED
Shares27,460 from 27,743
Change-283 (-1%)
Value$2.5M (-$181.1K)
Filed 2026-10-09
Rosenberg Matthew Hamilton
INCREASED
Shares26,683 from 24,062
Change+2,621 (+11%)
Value$2.4M (+$103.3K)
Filed 2026-10-05
Farther Finance Advisors, LLC
INCREASED
Shares25,049 from 22,247
Change+2,802 (+13%)
Value$2.3M (+$129.9K)
Filed 2026-10-08
Nvwm, LLC
INCREASED
Shares24,991 from 22,822
Change+2,169 (+10%)
Value$2.3M (+$69.2K)
Filed 2026-10-14
Columbus Macro, LLC
INCREASED
Shares24,567 from 23,882
Change+685 (+3%)
Value$2.2M (-$71.5K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares24,536 from 24,147
Change+389 (+2%)
Value$2.2M (-$99.9K)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares24,179 from 14,178
Change+10,001 (+71%)
Value$2.2M (+$829.1K)
Filed 2026-10-23
Oasis Advisors, LLC
INCREASED
Shares24,096 from 18,657
Change+5,439 (+29%)
Value$2.2M (+$389.9K)
Filed 2026-10-16
Evolution Wealth Advisors, LLC
INCREASED
Shares23,966 from 15,808
Change+8,158 (+52%)
Value$2.2M (+$652.5K)
Filed 2026-11-03
Martel Wealth Advisors LLC
INCREASED
Shares23,702 from 23,372
Change+330 (+1%)
Value$2.2M (-$100.9K)
Filed 2026-10-14
Blueprint Financial Advisors LLC
DECREASED
Shares23,589 from 30,805
Change-7,216 (-23%)
Value$2.1M (-$828.1K)
Filed 2026-10-28
Blueprint Investment Partners LLC
DECREASED
Shares23,589 from 30,805
Change-7,216 (-23%)
Value$2.1M (-$828.1K)
Filed 2026-10-28
Wealth Advisory Solutions, LLC
INCREASED
Shares23,586 from 23,440
Change+146 (+1%)
Value$2.1M (-$118.0K)
Filed 2026-10-20
Joseph P. Lucia & Associates, LLC
INCREASED
Shares23,579 from 23,412
Change+167 (+1%)
Value$2.1M (-$115.9K)
Filed 2026-10-30
Compagnie Lombard Odier SCmA
INCREASED
Shares23,545 from 22,599
Change+946 (+4%)
Value$2.1M (-$40.6K)
Filed 2026-11-04
Inscription Capital, LLC
DECREASED
Shares23,494 from 26,124
Change-2,630 (-10%)
Value$2.1M (-$385.2K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
DECREASED
Shares23,150 from 24,202
Change-1,052 (-4%)
Value$2.1M (-$231.0K)
Filed 2026-11-06
Wharton Business Group, LLC
DECREASED
Shares22,985 from 42,115
Change-19,130 (-45%)
Value$2.1M (-$2.0M)
Filed 2026-11-09
Evergreen Capital Management LLC
UNCHANGED
Shares22,678 from 22,678
Change0 (0%)
Value$2.1M (-$127.0K)
Filed 2026-10-23
Stephenson & Company, Inc.
INCREASED
Shares22,395 from 22,243
Change+152 (+1%)
Value$2.0M (-$110.8K)
Filed 2026-10-30
Lake Hills Wealth Management, LLC
DECREASED
Shares20,853 from 21,422
Change-569 (-3%)
Value$1.9M (-$171.7K)
Filed 2026-10-07
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares20,852 from 155,281
Change-134,429 (-87%)
Value$1.9M (-$13.1M)
Filed 2026-10-29
Shore Point Advisors, LLC
INCREASED
Shares20,420 from 18,491
Change+1,929 (+10%)
Value$1.9M (+$71.7K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED
Shares20,215 from 18,385
Change+1,830 (+10%)
Value$1.8M (+$63.2K)
Filed 2026-10-23
Braun-Bostich & Associates Inc.
INCREASED
Shares20,092 from 19,928
Change+164 (+1%)
Value$1.8M (-$96.7K)
Filed 2026-10-20
Heritage Family Offices, LLP
DECREASED
Shares20,040 from 26,282
Change-6,242 (-24%)
Value$1.8M (-$714.2K)
Filed 2026-11-02
Arvest Investments, Inc.
INCREASED
Shares20,017 from 18,892
Change+1,125 (+6%)
Value$1.8M (-$3.6K)
Filed 2026-10-21
Thrivent Financial for Lutherans
INCREASED
Shares19,179 from 2,907
Change+16,272 (+560%)
Value$1.7M (+$1.5M)
Filed 2026-11-05
Unison Advisors LLC
INCREASED
Shares19,013 from 18,430
Change+583 (+3%)
Value$1.7M (-$50.3K)
Filed 2026-10-29
Ariadne Wealth Management, LP
UNCHANGED
Shares18,256 from 18,256
Change0 (0%)
Value$1.7M (-$102.2K)
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares18,221 from 17,726
Change+495 (+3%)
Value$1.7M (-$54.3K)
Filed 2026-10-13
Barden Capital Management, Inc.
INCREASED
Shares17,714 from 17,218
Change+496 (+3%)
Value$1.6M (-$51.4K)
Filed 2026-10-09
Klaas Financial Asset Advisors, LLC
INCREASED
Shares17,382 from 16,394
Change+988 (+6%)
Value$1.6M (-$2.1K)
Filed 2026-10-19
OxenFree Capital LLC
INCREASED
Shares16,937 from 15,827
Change+1,110 (+7%)
Value$1.5M (+$21.9K)
Filed 2026-10-07
Greenspring Advisors, LLC
INCREASED
Shares16,920 from 7,648
Change+9,272 (+121%)
Value$1.5M (+$799.4K)
Filed 2026-11-05
Commonwealth Financial Services, LLC
DECREASED
Shares16,905 from 51,496
Change-34,591 (-67%)
Value$1.5M (-$3.4M)
Filed 2026-10-20
Clear Creek Financial Management, LLC
DECREASED
Shares16,840 from 63,075
Change-46,235 (-73%)
Value$1.5M (-$4.6M)
Filed 2026-10-28
Genesis Private Wealth, LLC
INCREASED
Shares16,462 from 16,310
Change+152 (+1%)
Value$1.5M (-$77.5K)
Filed 2026-11-02
10Elms LLP
INCREASED
Shares16,450 from 15,493
Change+957 (+6%)
Value$1.5M (+$174)
Filed 2026-11-06
Aletheian Wealth Advisors LLC
INCREASED
Shares16,448 from 15,161
Change+1,287 (+8%)
Value$1.5M (+$32.0K)
Filed 2026-10-08
AlTi Global, Inc.
DECREASED
Shares16,185 from 21,633
Change-5,448 (-25%)
Value$1.5M (-$616.0K)
Filed 2026-11-09
Signature Estate & Investment Advisors LLC
INCREASED
Shares16,024 from 16,002
Change+22 (+0%)
Value$1.5M (-$87.6K)
Filed 2026-10-13
Nilsine Partners, LLC
INCREASED
Shares15,374 from 15,172
Change+202 (+1%)
Value$1.4M (-$66.6K)
Filed 2026-11-02
Diversified Enterprises, LLC
INCREASED
Shares15,348 from 11,449
Change+3,899 (+34%)
Value$1.4M (+$290.1K)
Filed 2026-10-19
SteelPeak Wealth, LLC
INCREASED
Shares15,153 from 12,838
Change+2,315 (+18%)
Value$1.4M (+$138.4K)
Filed 2026-10-16
Ameraudi Asset Management, Inc.
INCREASED
Shares15,085 from 12,506
Change+2,579 (+21%)
Value$1.4M (+$164.2K)
Filed 2026-11-05
North Forty Two & Co.
DECREASED
Shares14,994 from 15,016
Change-22 (0%)
Value$1.4M (-$86.1K)
Filed 2026-10-19
White Lighthouse Investment Management Inc.
INCREASED
Shares14,825 from 14,127
Change+698 (+5%)
Value$1.3M (-$15.7K)
Filed 2026-10-21
Sowell Financial Services LLC
DECREASED
Shares14,681 from 15,771
Change-1,090 (-7%)
Value$1.3M (-$187.3K)
Filed 2026-10-23
Matisse Capital
INCREASED
Shares14,362 from 14,361
Change+1 (+0%)
Value$1.3M (-$80.4K)
Filed 2026-10-29
Hamilton Capital, LLC
DECREASED
Shares14,350 from 1,598,733
Change-1,584,383 (-99%)
Value$1.3M (-$152.9M)
Filed 2026-10-08
Busey Bank
DECREASED
Shares14,296 from 78,104
Change-63,808 (-82%)
Value$1.3M (-$6.2M)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares14,127 from 12,943
Change+1,184 (+9%)
Value$1.3M (+$35.1K)
Filed 2026-11-04
BKM Wealth Management, LLC
INCREASED
Shares13,968 from 13,692
Change+276 (+2%)
Value$1.3M (-$51.6K)
Filed 2026-10-22
Chesley Taft & Associates LLC
DECREASED
Shares13,815 from 14,718
Change-903 (-6%)
Value$1.3M (-$164.5K)
Filed 2026-10-13
Bank of Montreal
INCREASED
Shares13,805 from 8,511
Change+5,294 (+62%)
Value$1.3M (+$433.2K)
Filed 2026-11-09
MGO One Seven LLC
INCREASED
Shares13,305 from 13,279
Change+26 (+0%)
Value$1.2M (-$71.9K)
Filed 2026-10-28
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares13,294 from 13,466
Change-172 (-1%)
Value$1.2M (-$92.0K)
Filed 2026-11-05
Avalon Capital Management
DECREASED
Shares13,273 from 13,278
Change-5 (0%)
Value$1.2M (-$74.8K)
Filed 2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares12,589 from 12,361
Change+228 (+2%)
Value$1.1M (-$48.5K)
Filed 2026-10-27
Sage Investment Advisers LLC
INCREASED
Shares12,564 from 11,765
Change+799 (+7%)
Value$1.1M (+$6.7K)
Filed 2026-10-21
Patriot Investment Management Group, Inc.
DECREASED
Shares12,226 from 15,043
Change-2,817 (-19%)
Value$1.1M (-$340.1K)
Filed 2026-10-15
Summa Corp.
UNCHANGED
Shares12,175 from 12,175
Change0 (0%)
Value$1.1M (-$68.2K)
Filed 2026-10-30
Shum Financial Group, Inc.
INCREASED
Shares11,827 from 11,630
Change+197 (+2%)
Value$1.1M (-$47.2K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
DECREASED
Shares11,119 from 12,577
Change-1,458 (-12%)
Value$1.0M (-$202.9K)
Filed 2026-10-22
Unique Wealth Strategies, LLC
UNCHANGED
Shares11,025 from 11,025
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-13
Keystone Wealth Services, LLC
INCREASED
Shares10,737 from 10,731
Change+6 (+0%)
Value$980.1K (-$54.8K)
Filed 2026-11-03
Klingenstein Fields & Co LP
UNCHANGED
Shares10,305 from 10,305
Change0 (0%)
Value$936.1K (-$57.7K)
Filed 2026-11-10
Vicus Capital
DECREASED
Shares10,248 from 10,474
Change-226 (-2%)
Value$930.9K (-$79.2K)
Filed 2026-11-05
Riverbend Wealth Management, LLC
INCREASED
Shares9,896 from 6,935
Change+2,961 (+43%)
Value$898.9K (+$230.2K)
Filed 2026-10-15
Plan Group Financial, LLC
DECREASED
Shares9,697 from 13,358
Change-3,661 (-27%)
Value$884.5K (-$403.7K)
Filed 2026-10-22
Ashton Thomas Securities, LLC
NEW
Shares9,661
Change+9,661
Value$877.6K
Filed 2026-10-26
City State Bank
UNCHANGED
Shares9,620 from 9,620
Change0 (0%)
Value$873.9K (-$53.9K)
Filed 2026-10-20
PFG Advisors
NEW
Shares9,565
Change+9,565
Value$868.9K
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares9,417 from 8,287
Change+1,130 (+14%)
Value$855.5K (+$56.2K)
Filed 2026-10-28
J2 Capital Management Inc
INCREASED
Shares9,175 from 8,615
Change+560 (+7%)
Value$833.4K (+$2.6K)
Filed 2026-10-19
Carter Financial Group, Inc.
INCREASED
Shares9,133 from 8,436
Change+697 (+8%)
Value$829.6K (+$16.1K)
Filed 2026-10-21
Postrock Partners LLC
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$817.6K (-$50.4K)
Filed 2026-11-02
Integrity Advisory Solutions, LLC
INCREASED
Shares8,905 from 7,534
Change+1,371 (+18%)
Value$809.0K (+$82.4K)
Filed 2026-10-29
SBI Securities Co., Ltd.
DECREASED
Shares8,731 from 13,514
Change-4,783 (-35%)
Value$793.1K (-$510.2K)
Filed 2026-10-22
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares8,682 from 8,682
Change0 (0%)
Value$788.7K (-$48.6K)
Filed 2026-10-15
New England Private Wealth Advisors LLC
INCREASED
Shares8,542 from 8,469
Change+73 (+1%)
Value$776.0K (-$25.5K)
Filed 2026-10-19
United Advisor Group, LLC
DECREASED
Shares8,538 from 9,912
Change-1,374 (-14%)
Value$775.6K (-$180.3K)
Filed 2026-11-03
Frederick Financial Consultants, LLC
INCREASED
Shares8,531 from 8,494
Change+37 (+0%)
Value$774.9K (-$44.3K)
Filed 2026-10-29
Csenge Advisory Group
INCREASED
Shares8,528 from 8,383
Change+145 (+2%)
Value$774.7K (-$33.7K)
Filed 2026-11-04
Freestone Capital Holdings, LLC
DECREASED
Shares8,391 from 8,921
Change-530 (-6%)
Value$762.2K (-$98.1K)
Filed 2026-11-09
Redhawk Wealth Advisors, Inc.
DECREASED
Shares8,344 from 9,590
Change-1,246 (-13%)
Value$758.0K (-$166.9K)
Filed 2026-10-14
Yoffe Investment Management, LLC
INCREASED
Shares8,299 from 8,285
Change+14 (+0%)
Value$753.8K (-$45.1K)
Filed 2026-11-02
Mount Lucas Management LP
DECREASED
Shares8,261 from 32,745
Change-24,484 (-75%)
Value$750.4K (-$2.4M)
Filed 2026-11-09
Natixis
DECREASED
Shares8,209 from 25,027
Change-16,818 (-67%)
Value$745.7K (-$1.7M)
Filed 2026-11-06
Choreo, LLC
DECREASED
Shares8,162 from 8,414
Change-252 (-3%)
Value$741.4K (-$70.0K)
Filed 2026-10-28
TD Private Client Wealth LLC
UNCHANGED
Shares8,138 from 8,138
Change0 (0%)
Value$739.2K (-$45.6K)
Filed 2026-10-28
Endowment Wealth Management, Inc.
DECREASED
Shares8,126 from 8,137
Change-11 (0%)
Value$738.2K (-$46.5K)
Filed 2026-11-03
Daiwa Securities Group Inc.
DECREASED
Shares7,947 from 8,375
Change-428 (-5%)
Value$721.9K (-$85.8K)
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares7,756 from 11,615
Change-3,859 (-33%)
Value$704.6K (-$415.7K)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares7,723 from 8,037
Change-314 (-4%)
Value$701.6K (-$73.5K)
Filed 2026-10-22
Net Worth Advisory Group
INCREASED
Shares7,657 from 7,495
Change+162 (+2%)
Value$691.1K (-$31.7K)
Filed 2026-10-20
Arkansas Financial Group, Inc.
DECREASED
Shares7,610 from 7,625
Change-15 (0%)
Value$691.3K (-$44.1K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares7,582 from 2,840
Change+4,742 (+167%)
Value$688.8K (+$414.9K)
Filed 2026-11-04
Keystone Global Partners, LLC
NEW
Shares7,551
Change+7,551
Value$685.9K
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares7,459 from 5,607
Change+1,852 (+33%)
Value$677.6K (+$136.9K)
Filed 2026-10-21
Certuity, LLC
UNCHANGED
Shares7,276 from 7,276
Change0 (0%)
Value$661.0K (-$40.7K)
Filed 2026-11-02
FDx Advisors, Inc.
INCREASED
Shares7,262 from 6,927
Change+335 (+5%)
Value$660.0K (-$8.0K)
Filed 2026-11-09
American Financial & TAX Strategies Inc
UNCHANGED
Shares7,139 from 7,139
Change0 (0%)
Value$648.5K (-$40.0K)
Filed 2026-10-16
Blue Fin Capital, Inc.
INCREASED
Shares7,121 from 6,795
Change+326 (+5%)
Value$646.9K (-$8.4K)
Filed 2026-10-28
Geneos Wealth Management Inc.
INCREASED
Shares7,092 from 4,683
Change+2,409 (+51%)
Value$644.2K (+$192.6K)
Filed 2026-11-09
UMB Bank, n.a.
DECREASED
Shares7,075 from 7,558
Change-483 (-6%)
Value$642.7K (-$86.2K)
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares6,901 from 2,501
Change+4,400 (+176%)
Value$637.4K (+$396.2K)
Filed 2026-11-03
Richardson Financial Services Inc.
INCREASED
Shares6,772 from 6,723
Change+49 (+1%)
Value$615.2K (-$33.2K)
Filed 2026-10-30
Rockingstone Advisors LLC
DECREASED
Shares6,732 from 7,092
Change-360 (-5%)
Value$611.5K (-$72.4K)
Filed 2026-10-16
Indivisible Partners
DECREASED
Shares6,439 from 6,920
Change-481 (-7%)
Value$584.9K (-$82.5K)
Filed 2026-10-26
Prospera Financial Services Inc
INCREASED
Shares6,131 from 5,926
Change+205 (+3%)
Value$564.5K (-$7.3K)
Filed 2026-11-04
Zinnia Wealth Advisory, LLC
INCREASED
Shares6,075 from 3,698
Change+2,377 (+64%)
Value$551.9K (+$195.2K)
Filed 2026-11-06
Verdence Capital Advisors LLC
DECREASED
Shares5,880 from 5,926
Change-46 (-1%)
Value$534.1K (-$37.4K)
Filed 2026-10-26
Diversify Advisory Services, LLC
INCREASED
Shares5,874 from 3,120
Change+2,754 (+88%)
Value$539.3K (+$243.1K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares5,874 from 3,120
Change+2,754 (+88%)
Value$539.3K (+$243.1K)
Filed 2026-10-20
AdvisorNet Financial, Inc
DECREASED
Shares5,865 from 9,456
Change-3,591 (-38%)
Value$534.9K (-$377.0K)
Filed 2026-10-15
Cutler Investment Counsel LLC
DECREASED
Shares5,628 from 5,801
Change-173 (-3%)
Value$511.2K (-$48.2K)
Filed 2026-10-28
Navigation Wealth Management, Inc.
INCREASED
Shares5,610 from 5,464
Change+146 (+3%)
Value$511.0K (-$16.0K)
Filed 2026-11-03
4J Wealth Management LLC
NEW
Shares5,591
Change+5,591
Value$507.9K
Filed 2026-11-02
ARK & TLK Investments, LLC
DECREASED
Shares5,516 from 5,892
Change-376 (-6%)
Value$501.1K (-$67.2K)
Filed 2026-10-20
Cohen Investment Advisors LLC
INCREASED
Shares5,498 from 5,091
Change+407 (+8%)
Value$499.4K (+$8.5K)
Filed 2026-10-20
Activest Wealth Management
DECREASED
Shares5,303 from 6,172
Change-869 (-14%)
Value$481.7K (-$113.5K)
Filed 2026-10-15
McAdam, LLC
DECREASED
Shares5,259 from 5,663
Change-404 (-7%)
Value$477.7K (-$68.5K)
Filed 2026-10-21
First Horizon Corp
DECREASED
Shares5,153 from 5,642
Change-489 (-9%)
Value$468.1K (-$76.0K)
Filed 2026-10-26
Horst & Graben Wealth Management LLC
DECREASED
Shares4,949 from 5,946
Change-997 (-17%)
Value$449.5K (-$121.1K)
Filed 2026-11-02
Verus Capital Partners, LLC
INCREASED
Shares4,936 from 4,406
Change+530 (+12%)
Value$448.3K (+$23.4K)
Filed 2026-11-03
Insight Advisors, LLC/ PA
INCREASED
Shares4,857 from 4,732
Change+125 (+3%)
Value$441.3K (-$15.1K)
Filed 2026-10-22
Sculati Wealth Management, LLC
DECREASED
Shares4,848 from 4,935
Change-87 (-2%)
Value$441.6K (-$29.9K)
Filed 2026-10-19
Strategic Blueprint, LLC
DECREASED
Shares4,825 from 6,174
Change-1,349 (-22%)
Value$438.3K (-$157.1K)
Filed 2026-10-22
Pinnacle Financial Group, LLC / IL
INCREASED
Shares4,771 from 4,467
Change+304 (+7%)
Value$433.4K (+$2.6K)
Filed 2026-10-29
Sterling Investment Counsel, LLC
DECREASED
Shares4,771 from 4,948
Change-177 (-4%)
Value$433.4K (-$43.8K)
Filed 2026-10-19
RFG Advisory, LLC
DECREASED
Shares4,758 from 5,048
Change-290 (-6%)
Value$432.2K (-$54.7K)
Filed 2026-11-03
Belpointe Asset Management LLC
INCREASED
Shares4,745 from 4,289
Change+456 (+11%)
Value$431.1K (+$17.4K)
Filed 2026-11-09
Fortis Capital Advisors, LLC
INCREASED
Shares4,745 from 4,289
Change+456 (+11%)
Value$431.1K (+$17.4K)
Filed 2026-11-09
HCR Wealth Advisors
UNCHANGED
Shares4,712 from 4,712
Change0 (0%)
Value$428.0K (-$26.4K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
INCREASED
Shares4,586 from 3,942
Change+644 (+16%)
Value$416.6K (+$36.4K)
Filed 2026-10-29
Old National Bancorp
INCREASED
Shares4,519 from 4,486
Change+33 (+1%)
Value$410.5K (-$22.1K)
Filed 2026-10-20
Quad-Cities Investment Group, LLC
INCREASED
Shares4,364 from 4,186
Change+178 (+4%)
Value$396.4K (-$7.3K)
Filed 2026-10-16
Sharkey, Howes & Javer
DECREASED
Shares4,292 from 4,430
Change-138 (-3%)
Value$389.9K (-$37.3K)
Filed 2026-10-22
Bellwether Advisors, LLC
INCREASED
Shares4,272 from 4,175
Change+97 (+2%)
Value$388.1K (-$14.5K)
Filed 2026-11-09
Plan A Wealth LLC
DECREASED
Shares4,235 from 4,410
Change-175 (-4%)
Value$384.8K (-$40.5K)
Filed 2026-10-08
Montecito Bank & Trust
INCREASED
Shares4,199 from 4,180
Change+19 (+0%)
Value$381.4K (-$21.7K)
Filed 2026-10-01
Waystone Advisors LLC
UNCHANGED
Shares4,192 from 4,192
Change0 (0%)
Value$404.3K ($0)
Filed 2026-10-16
Wagner Wealth Management, Corp
INCREASED
Shares4,131 from 4,111
Change+20 (+0%)
Value$375.3K (-$21.2K)
Filed 2026-10-20
Orba Wealth Advisors, L.L.C.
INCREASED
Shares4,128 from 3,884
Change+244 (+6%)
Value$375.0K (+$415)
Filed 2026-10-23
Strategic Financial Services, Inc.
DECREASED
Shares4,096 from 4,186
Change-90 (-2%)
Value$372.1K (-$31.6K)
Filed 2026-11-10
Private Trust Co NA
INCREASED
Shares3,916 from 3,869
Change+47 (+1%)
Value$355.7K (-$17.5K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
DECREASED
Shares3,884 from 4,330
Change-446 (-10%)
Value$352.8K (-$64.8K)
Filed 2026-10-13
Blair William & Co
INCREASED
Shares3,868 from 3,718
Change+150 (+4%)
Value$351.4K (-$7.2K)
Filed 2026-11-10
CoreCap Advisors, LLC
INCREASED
Shares3,819 from 3,068
Change+751 (+24%)
Value$346.9K (+$51.0K)
Filed 2026-10-08
Wespac Advisors, LLC
DECREASED
Shares3,790 from 5,613
Change-1,823 (-32%)
Value$344.3K (-$197.0K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED
Shares3,778 from 3,891
Change-113 (-3%)
Value$343.2K (-$32.1K)
Filed 2026-10-20
Avior Wealth Management, LLC
INCREASED
Shares3,776 from 3,725
Change+51 (+1%)
Value$343.0K (-$16.3K)
Filed 2026-10-13
Sterling Financial Planning, Inc.
DECREASED
Shares3,776 from 3,825
Change-49 (-1%)
Value$343.0K (-$25.9K)
Filed 2026-10-28
Endeavor Private Wealth, Inc.
DECREASED
Shares3,774 from 4,424
Change-650 (-15%)
Value$342.8K (-$83.9K)
Filed 2026-11-05
LFA - Lugano Financial Advisors SA
DECREASED
Shares3,711 from 5,233
Change-1,522 (-29%)
Value$337.1K (-$150.0K)
Filed 2026-11-03
Apeiron RIA LLC
NEW
Shares3,710
Change+3,710
Value$334.9K
Filed 2026-10-08
Donaldson Capital Management, LLC
UNCHANGED
Shares3,656 from 3,656
Change0 (0%)
Value$332.1K (-$20.5K)
Filed 2026-11-09
Pinion Investment Advisors, LLC
DECREASED
Shares3,621 from 3,924
Change-303 (-8%)
Value$328.9K (-$49.5K)
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares3,493
Change+3,493
Value$317.0K
Filed 2026-10-14
TSA Wealth Managment LLC
DECREASED
Shares3,468 from 4,480
Change-1,012 (-23%)
Value$315.0K (-$117.0K)
Filed 2026-10-22
Arwa LLC
DECREASED
Shares3,431 from 5,192
Change-1,761 (-34%)
Value$313.1K (-$183.2K)
Filed 2026-10-21
Rossby Financial, LCC
DECREASED
Shares3,407 from 3,576
Change-169 (-5%)
Value$309.5K (-$35.3K)
Filed 2026-11-05
First Citizens Bank & Trust Co
DECREASED
Shares3,370 from 3,449
Change-79 (-2%)
Value$306.1K (-$26.5K)
Filed 2026-10-14
Tennessee Valley Asset Management Partners
DECREASED
Shares3,349 from 3,390
Change-41 (-1%)
Value$304.3K (-$22.7K)
Filed 2026-11-03
Americana Partners, LLC
INCREASED
Shares3,340 from 3,334
Change+6 (+0%)
Value$303.4K (-$18.2K)
Filed 2026-10-28
Stewardship Advisors, LLC
INCREASED
Shares3,329 from 3,181
Change+148 (+5%)
Value$302.4K (-$4.4K)
Filed 2026-10-20
Great Valley Advisor Group, Inc.
INCREASED
Shares3,297 from 3,280
Change+17 (+1%)
Value$299.5K (-$16.8K)
Filed 2026-11-09
Advus Financial Partners, LLC
DECREASED
Shares3,290 from 13,556
Change-10,266 (-76%)
Value$298.9K (-$1.0M)
Filed 2026-10-20
Atlas Legacy Advisors, LLC
DECREASED
Shares3,289 from 3,364
Change-75 (-2%)
Value$298.8K (-$25.7K)
Filed 2026-11-10
IPG Investment Advisors LLC
UNCHANGED
Shares3,283 from 3,283
Change0 (0%)
Value$298.2K (-$18.4K)
Filed 2026-10-30
Finley Financial, LLC
UNCHANGED
Shares3,240 from 3,240
Change0 (0%)
Value$292.4K (-$20.0K)
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares3,216 from 3,431
Change-215 (-6%)
Value$292.0K (-$39.0K)
Filed 2026-10-22
Creative Financial Designs Inc
DECREASED
Shares3,193 from 19,377
Change-16,184 (-84%)
Value$290.1K (-$1.6M)
Filed 2026-11-04
LexAurum Advisors, LLC
DECREASED
Shares3,175 from 3,393
Change-218 (-6%)
Value$288.4K (-$38.8K)
Filed 2026-10-19
Banco Santander, S.A.
INCREASED
Shares3,136 from 2,971
Change+165 (+6%)
Value$284.9K (-$1.6K)
Filed 2026-11-10
4Thought Financial Group Inc.
INCREASED
Shares3,135 from 3,121
Change+14 (+0%)
Value$284.8K (-$16.3K)
Filed 2026-11-02
Integris Wealth Management, LLC
DECREASED
Shares3,083 from 3,118
Change-35 (-1%)
Value$280.0K (-$20.7K)
Filed 2026-10-14
Advisory Solutions Group, LLC
DECREASED
Shares3,061 from 3,915
Change-854 (-22%)
Value$278.1K (-$99.5K)
Filed 2026-10-14
Vericrest Private Wealth
DECREASED
Shares3,033 from 3,233
Change-200 (-6%)
Value$275.6K (-$36.3K)
Filed 2026-10-21
Gamma Investing LLC
INCREASED
Shares3,012 from 2,659
Change+353 (+13%)
Value$273.6K (+$17.2K)
Filed 2026-10-08
Form Wealth Advisors, LLC
DECREASED
Shares2,980 from 4,693
Change-1,713 (-36%)
Value$270.7K (-$181.8K)
Filed 2026-10-13
Center For Asset Management LLC
DECREASED
Shares2,978 from 6,590
Change-3,612 (-55%)
Value$270.6K (-$365.0K)
Filed 2026-10-16
Brown Wealth Management, LLC
INCREASED
Shares2,963 from 2,666
Change+297 (+11%)
Value$269.1K (+$12.1K)
Filed 2026-10-20
One Way Holdings LLC
INCREASED
Shares2,935 from 2,502
Change+433 (+17%)
Value$266.6K (+$25.3K)
Filed 2026-10-29
Walled Lake Planning & Wealth Management, LLC
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$266.2K (-$16.4K)
Filed 2026-10-29
Legacy Edge Advisors, LLC
NEW
Shares2,863
Change+2,863
Value$260.1K
Filed 2026-11-06
Strathmore Capital Advisors, Inc.
DECREASED
Shares2,856 from 2,990
Change-134 (-4%)
Value$262.6K (-$22.5K)
Filed 2026-11-09
J.W. Cole Advisors, Inc.
INCREASED
Shares2,856 from 2,733
Change+123 (+5%)
Value$259.4K (-$4.2K)
Filed 2026-11-05
Creekside Partners
INCREASED
Shares2,810 from 2,808
Change+2 (+0%)
Value$255.2K (-$15.6K)
Filed 2026-11-04
Davidson Trust Co
UNCHANGED
Shares2,802 from 2,802
Change0 (0%)
Value$254.5K (-$15.7K)
Filed 2026-10-09
Perigon Wealth Management, LLC
INCREASED
Shares2,772 from 2,490
Change+282 (+11%)
Value$251.8K (+$11.7K)
Filed 2026-10-22
Beacon Financial Group
DECREASED
Shares2,742 from 2,829
Change-87 (-3%)
Value$249.1K (-$23.7K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares2,727 from 2,664
Change+63 (+2%)
Value$247.7K (-$9.2K)
Filed 2026-10-14
XY Planning Network, Inc.
NEW
Shares2,722
Change+2,722
Value$247.3K
Filed 2026-10-14
ASL Financial, LLC
UNCHANGED
Shares2,714 from 2,714
Change0 (0%)
Value$246.5K (-$15.2K)
Filed 2026-10-15
Sage Advisory Services, Ltd.Co.
DECREASED
Shares2,687 from 2,707
Change-20 (-1%)
Value$244.0K (-$17.0K)
Filed 2026-10-29
KG Capital Management
DECREASED
Shares2,670 from 3,395
Change-725 (-21%)
Value$242.5K (-$84.9K)
Filed 2026-10-15
HF Advisory Group, LLC
INCREASED
Shares2,665 from 2,517
Change+148 (+6%)
Value$242.1K (-$669)
Filed 2026-10-09
Ground Swell Capital, LLC
NEW
Shares2,662
Change+2,662
Value$241.8K
Filed 2026-11-09
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares2,652 from 4,014
Change-1,362 (-34%)
Value$240.9K (-$146.2K)
Filed 2026-10-27
Cypress Wealth Services, LLC
DECREASED
Shares2,631 from 3,056
Change-425 (-14%)
Value$239.2K (-$55.5K)
Filed 2026-10-21
Leavell Investment Management, Inc.
UNCHANGED
Shares2,620 from 2,620
Change0 (0%)
Value$238.0K (-$14.7K)
Filed 2026-11-09
International Assets Investment Management, LLC
INCREASED
Shares2,601 from 2,430
Change+171 (+7%)
Value$234.8K (+$1.4K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
INCREASED
Shares2,526 from 2,162
Change+364 (+17%)
Value$229.4K (+$20.9K)
Filed 2026-10-21
Retirement Planning Group, LLC
INCREASED
Shares2,505 from 2,492
Change+13 (+1%)
Value$227.6K (-$12.7K)
Filed 2026-10-19
Trust Point Inc.
DECREASED
Shares2,500 from 2,602
Change-102 (-4%)
Value$227.1K (-$23.8K)
Filed 2026-10-27
Kickstand Ventures, Llc.
DECREASED
Shares2,494 from 2,994
Change-500 (-17%)
Value$226.6K (-$62.2K)
Filed 2026-11-09
Flywheel Private Wealth LLC
NEW
Shares2,448
Change+2,448
Value$222.4K
Filed 2026-11-02
Larson Financial Group LLC
INCREASED
Shares2,371 from 2,151
Change+220 (+10%)
Value$215.3K (+$7.9K)
Filed 2026-11-05
LifeGoal Investments, LLC
NEW
Shares2,367
Change+2,367
Value$215.0K
Filed 2026-10-09
Revolve Wealth Partners, LLC
UNCHANGED
Shares2,365 from 2,365
Change0 (0%)
Value$214.8K (-$13.2K)
Filed 2026-10-23
Pinkerton Wealth, LLC
NEW
Shares2,340
Change+2,340
Value$212.6K
Filed 2026-10-29
Laurel OAK Wealth Management, LLC
DECREASED
Shares2,321 from 2,630
Change-309 (-12%)
Value$210.8K (-$42.8K)
Filed 2026-10-19
Centurion Wealth Management LLC
DECREASED
Shares2,320 from 8,250
Change-5,930 (-72%)
Value$210.7K (-$585.0K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
NEW
Shares2,305
Change+2,305
Value$209.4K
Filed 2026-10-13
Claro Advisors Inc.
INCREASED
Shares2,302 from 2,096
Change+206 (+10%)
Value$209.1K (+$7.0K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED
Shares2,242 from 2,241
Change+1 (+0%)
Value$203.7K (-$12.5K)
Filed 2026-10-16
HB Wealth Management, LLC
DECREASED
Shares2,216 from 9,563
Change-7,347 (-77%)
Value$201.3K (-$721.0K)
Filed 2026-10-23
Sigma Planning Corp
NEW
Shares2,207
Change+2,207
Value$200.7K
Filed 2026-10-23
Balefire, LLC
DECREASED
Shares2,207 from 2,289
Change-82 (-4%)
Value$200.5K (-$20.3K)
Filed 2026-10-09
Guidance Capital, Inc
DECREASED
Shares2,190 from 3,223
Change-1,033 (-32%)
Value$201.0K (-$107.1K)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares2,176 from 2,170
Change+6 (+0%)
Value$209.8K (+$606)
Filed 2026-11-06
United Community Bank
UNCHANGED
Shares2,110 from 2,110
Change0 (0%)
Value$191.7K (-$11.8K)
Filed 2026-10-28
Harbour Investments, Inc.
DECREASED
Shares1,913 from 3,954
Change-2,041 (-52%)
Value$173.8K (-$207.5K)
Filed 2026-11-09
City Holding Co
DECREASED
Shares1,750 from 1,805
Change-55 (-3%)
Value$159.0K (-$15.1K)
Filed 2026-10-19
Eastern Bank
UNCHANGED
Shares1,721 from 1,721
Change0 (0%)
Value$156.3K (-$9.6K)
Filed 2026-10-05
Breakwater Investment Management
DECREASED
Shares1,656 from 3,147
Change-1,491 (-47%)
Value$150.4K (-$153.1K)
Filed 2026-10-20
Mosley Wealth Management
DECREASED
Shares1,601 from 1,712
Change-111 (-6%)
Value$147.0K (-$18.1K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
DECREASED
Shares1,576 from 1,917
Change-341 (-18%)
Value$142.3K (-$41.7K)
Filed 2026-10-16
Pflug Koory, LLC
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$143.2K (-$8.8K)
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares1,519
Change+1,519
Value$138.0K
Filed 2026-10-27
Clearstead Advisors, LLC
INCREASED
Shares1,426 from 1,425
Change+1 (+0%)
Value$129.5K (-$8.0K)
Filed 2026-11-06
AlphaCentric Advisors LLC
DECREASED
Shares1,415 from 5,148
Change-3,733 (-73%)
Value$128.5K (-$367.9K)
Filed 2026-11-03
Darwin Wealth Management, LLC
DECREASED
Shares1,383 from 1,483
Change-100 (-7%)
Value$125.7K (-$17.4K)
Filed 2026-11-09
Westside Investment Management, Inc.
INCREASED
Shares1,371 from 1,365
Change+6 (+0%)
Value$124.6K (-$7.1K)
Filed 2026-11-02
IFG Advisory, LLC
DECREASED
Shares1,312 from 1,390
Change-78 (-6%)
Value$119.2K (-$14.9K)
Filed 2026-11-09
Versant Capital Management, Inc
UNCHANGED
Shares1,265 from 1,265
Change0 (0%)
Value$114.9K (-$7.1K)
Filed 2026-10-02
Lanark Financial, Inc.
INCREASED
Shares1,204 from 1,191
Change+13 (+1%)
Value$109.4K (-$5.5K)
Filed 2026-10-26
Pacifica Partners Inc.
INCREASED
Shares1,186 from 845
Change+341 (+40%)
Value$107.0K (+$25.8K)
Filed 2026-10-09
Barrett & Company, Inc.
INCREASED
Shares1,170 from 1,155
Change+15 (+1%)
Value$106.2K (-$5.1K)
Filed 2026-10-22
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,066 from 1,052
Change+14 (+1%)
Value$96.8K (-$4.7K)
Filed 2026-10-26
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares1,046 from 1,027
Change+19 (+2%)
Value$95.0K (-$4.0K)
Filed 2026-10-30
Gilpin Wealth Management, LLC
DECREASED
Shares1,039 from 1,134
Change-95 (-8%)
Value$94.4K (-$15.0K)
Filed 2026-10-09
PFS Partners, LLC
UNCHANGED
Shares981 from 981
Change0 (0%)
Value$89.1K (-$5.5K)
Filed 2026-10-21
Hyposwiss Advisors SA
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$88.6K (-$5.5K)
Filed 2026-10-26
Tsfg, LLC
DECREASED
Shares867 from 915
Change-48 (-5%)
Value$79.0K (-$9.0K)
Filed 2026-10-23
First United Bank & Trust
DECREASED
Shares835 from 1,177
Change-342 (-29%)
Value$75.9K (-$37.7K)
Filed 2026-10-22
Sunrise Financial Services, LLC
DECREASED
Shares829 from 1,089
Change-260 (-24%)
Value$75.3K (-$29.8K)
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares769 from 1,206
Change-437 (-36%)
Value$69.9K (-$46.5K)
Filed 2026-10-15
Nuveen, LLC
NEW
Shares712
Change+712
Value$65.0K
Filed 2026-11-10
Luminist Capital LLC
INCREASED
Shares677 from 429
Change+248 (+58%)
Value$61.5K (+$20.1K)
Filed 2026-11-10
Wolff Wiese Magana LLC
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$60.5K (-$3.7K)
Filed 2026-10-15
Mcdonald Partners LLC
INCREASED
Shares650 from 422
Change+228 (+54%)
Value$59.0K (+$18.3K)
Filed 2026-11-03
Three Bridge Wealth Advisors, LLC
DECREASED
Shares606 from 4,421
Change-3,815 (-86%)
Value$55.0K (-$371.3K)
Filed 2026-11-05
American National Bank & Trust
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$53.6K (-$3.3K)
Filed 2026-10-07
J. R. Prunier Capital Management LLC
INCREASED
Shares583 from 575
Change+8 (+1%)
Value$52.9K (-$2.6K)
Filed 2026-11-09
Central Pacific Bank - Trust Division
INCREASED
Shares570 from 543
Change+27 (+5%)
Value$51.8K (-$588)
Filed 2026-10-06
Sava Infond d.o.o.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$50.0K (-$3.1K)
Filed 2026-10-28
Cape Investment Advisory, Inc.
INCREASED
Shares536 from 530
Change+6 (+1%)
Value$48.7K (-$2.4K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares534
Change+534
Value$48.5K
Filed 2026-10-21
Olistico Wealth, LLC
DECREASED
Shares525 from 576
Change-51 (-9%)
Value$47.7K (-$7.9K)
Filed 2026-10-05
Pioneer Family Office, LLC
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$47.7K (-$2.9K)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$46.2K (-$2.9K)
Filed 2026-10-21
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$45.0K (-$3.0K)
Filed 2026-11-09
Capital Investment Counsel, Inc
INCREASED
Shares470 from 390
Change+80 (+21%)
Value$42.7K (+$5.1K)
Filed 2026-10-20
Nfsg Corp
INCREASED
Shares445 from 439
Change+6 (+1%)
Value$40.4K (-$1.9K)
Filed 2026-10-15
Golden State Wealth Management, LLC
INCREASED
Shares412 from 411
Change+1 (+0%)
Value$37.5K (-$2.2K)
Filed 2026-11-02
WPG Advisers, LLC
INCREASED
Shares406 from 350
Change+56 (+16%)
Value$36.9K (+$3.1K)
Filed 2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares401
Change+401
Value$36.4K
Filed 2026-10-14
Evolution Wealth Management Inc.
DECREASED
Shares390 from 395
Change-5 (-1%)
Value$35.4K (-$2.7K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED
Shares387 from 387
Change0 (0%)
Value$35.2K (-$2.2K)
Filed 2026-10-13
Compass Financial Management LLC
INCREASED
Shares360 from 326
Change+34 (+10%)
Value$32.7K (+$1.3K)
Filed 2026-10-30
West Branch Capital LLC
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$30.4K (-$1.9K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares331 from 266
Change+65 (+24%)
Value$30.1K (+$4.5K)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares315
Change+315
Value$28.6K
Filed 2026-11-04
Balance Wealth Partners LLC
NEW
Shares303
Change+303
Value$27.5K
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares300 from 280
Change+20 (+7%)
Value$27.3K (+$249)
Filed 2026-10-05
Cassaday & Co Wealth Management LLC
INCREASED
Shares287 from 218
Change+69 (+32%)
Value$26.1K (+$5.0K)
Filed 2026-10-27
Elevation Wealth Partners, LLC
INCREASED
Shares281 from 46
Change+235 (+511%)
Value$25.5K (+$21.1K)
Filed 2026-10-07
Fiduciary Advisors, Inc.
UNCHANGED
Shares269 from 269
Change0 (0%)
Value$24.4K (-$1.5K)
Filed 2026-10-16
Buck Wealth Strategies, LLC
INCREASED
Shares267 from 136
Change+131 (+96%)
Value$24.3K (+$11.2K)
Filed 2026-10-28
Cullen T Bankers, Inc.
INCREASED
Shares263 from 262
Change+1 (+0%)
Value$23.9K (-$1.4K)
Filed 2026-10-28
Ameliora Wealth Management Ltd.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$22.7K (-$1.4K)
Filed 2026-10-23
Key FInancial Inc
DECREASED
Shares249 from 314
Change-65 (-21%)
Value$22.6K (-$7.7K)
Filed 2026-11-02
Founders Financial Alliance, LLC
INCREASED
Shares241 from 240
Change+1 (+0%)
Value$21.9K (-$1.2K)
Filed 2026-11-10
Dynamic Wealth Strategies, LLC
DECREASED
Shares210 from 273
Change-63 (-23%)
Value$19.1K (-$7.3K)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
DECREASED
Shares209 from 393
Change-184 (-47%)
Value$19.0K (-$18.9K)
Filed 2026-10-15
Bayban
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$20.0K ($0)
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
INCREASED
Shares206 from 109
Change+97 (+89%)
Value$18.7K (+$8.2K)
Filed 2026-10-23
Winch Advisory Services, LLC
INCREASED
Shares202 from 199
Change+3 (+2%)
Value$18.3K (-$882)
Filed 2026-11-06
Armstrong Advisory Group, Inc
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$18.3K (-$1.1K)
Filed 2026-10-09
Angeles Wealth Management, LLC
NEW
Shares199
Change+199
Value$18.1K
Filed 2026-10-26
Blueline Advisors LLC
INCREASED
Shares193 from 136
Change+57 (+42%)
Value$17.5K (+$4.4K)
Filed 2026-10-15
Downshift Financial, LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$17.3K (-$1.1K)
Filed 2026-10-13
Ascentis Wealth Management, LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$16.7K (-$1.0K)
Filed 2026-11-03
Anchor Investment Management, LLC
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$14.4K (-$885)
Filed 2026-11-10
Hurley Capital, LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$14.0K (-$863)
Filed 2026-11-05
First Financial Corp
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$13.2K (-$812)
Filed 2026-10-13
Tompkins Financial Corp
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$12.9K (-$795)
Filed 2026-10-05
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$12.4K (-$762)
Filed 2026-11-09
Triumph Capital Management
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$11.8K (-$728)
Filed 2026-10-14
Farmers & Merchants Investments Inc
INCREASED
Shares128 from 4
Change+124 (+3100%)
Value$11.6K (+$11.2K)
Filed 2026-10-22
Hantz Financial Services, Inc.
DECREASED
Shares123 from 125
Change-2 (-2%)
Value$11 (-$12.0K)
Filed 2026-11-09
Avion Wealth
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$10 (-$1)
Filed 2026-11-04
Trust Co
NEW
Shares116
Change+116
Value$10.5K
Filed 2026-10-09
Brown, Lisle Ings, Inc.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$10.5K (-$650)
Filed 2026-10-16
Bangor Savings Bank
INCREASED
Shares115 from 113
Change+2 (+2%)
Value$10.4K (-$501)
Filed 2026-10-06
Russell Investments Group, Ltd.
INCREASED
Shares112 from 37
Change+75 (+203%)
Value$10.2K (+$6.6K)
Filed 2026-11-06
EPG Wealth Management LLC
DECREASED
Shares107 from 110
Change-3 (-3%)
Value$9.7K (-$888)
Filed 2026-11-03
North Star Investment Management Corp.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$9.1K (-$560)
Filed 2026-10-27
Friedenthal Financial
DECREASED
Shares97 from 45,013
Change-44,916 (-100%)
Value$8.8K (-$4.3M)
Filed 2026-10-27
Financial Management Professionals, Inc.
NEW
Shares96
Change+96
Value$8.7K
Filed 2026-10-23
Ares Financial Consulting, LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$8.4K (-$505)
Filed 2026-10-19
Strive Financial Group,LLC
INCREASED
Shares90 from 70
Change+20 (+29%)
Value$8.2K (+$1.4K)
Filed 2026-11-09
Silver Grove Financial Group, Inc.
DECREASED
Shares89 from 117
Change-28 (-24%)
Value$8.0K (-$3.3K)
Filed 2026-11-05
Signature Equity Partners, LLC
NEW
Shares88
Change+88
Value$8.0K
Filed 2026-10-29
Meriwether Wealth & Planning, LLC
NEW
Shares88
Change+88
Value$8.0K
Filed 2026-10-13
GK Wealth Management LLC
NEW
Shares81
Change+81
Value$7.4K
Filed 2026-10-09
Smallwood Wealth Investment Management, LLC
DECREASED
Shares81 from 84
Change-3 (-4%)
Value$7.4K (-$742)
Filed 2026-10-30
Boyd Watterson Asset Management LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$7.3K (-$448)
Filed 2026-11-06
Toth Financial Advisory Corp
NEW
Shares67
Change+67
Value$6.1K
Filed 2026-10-08
Nemes Rush Group LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$5.7K (-$353)
Filed 2026-11-04
Rydar Equities, Inc.
NEW
Shares54
Change+54
Value$4.9K
Filed 2026-10-13
Transce3nd, LLC
NEW
Shares53
Change+53
Value$4.8K
Filed 2026-10-26
Parkside Financial Bank & Trust
DECREASED
Shares51 from 68
Change-17 (-25%)
Value$4.6K (-$1.9K)
Filed 2026-10-27
AlphaCore Capital LLC
INCREASED
Shares51 from 48
Change+3 (+6%)
Value$4.6K (-$14)
Filed 2026-11-04
N.E.W. Advisory Services LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$4.6K (-$285)
Filed 2026-11-09
Hilltop National Bank
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.5K (-$280)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
NEW
Shares45
Change+45
Value$4.1K
Filed 2026-11-04
Kingdom Financial Group Llc.
DECREASED
Shares42 from 76
Change-34 (-45%)
Value$3.8K (-$3.5K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
INCREASED
Shares41 from 40
Change+1 (+3%)
Value$3.7K (-$185)
Filed 2026-11-02
Godfrey Financial Associates, Inc.
DECREASED
Shares38 from 75
Change-37 (-49%)
Value$3.5K (-$3.8K)
Filed 2026-11-10
Allspring Global Investments Holdings, LLC
INCREASED
Shares35 from 31
Change+4 (+13%)
Value$3.1K (+$181)
Filed 2026-11-04
CNB Bank
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$3.1K (-$190)
Filed 2026-11-09
Rakuten Securities, Inc.
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.9K (-$179)
Filed 2026-11-02
Advocate Investing Services LLC
DECREASED
Shares31 from 56
Change-25 (-45%)
Value$2.8K (-$2.6K)
Filed 2026-10-26
Networth Advisors, LLC
NEW
Shares30
Change+30
Value$2.7K
Filed 2026-11-03
Investors Research Corp
INCREASED
Shares29 from 23
Change+6 (+26%)
Value$2.6K (+$416)
Filed 2026-10-07
Reap Financial Group, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.6K (-$163)
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares22
Change+22
Value$2.0K
Filed 2026-11-05
Towne Trust Company, N.a
DECREASED
Shares18 from 93
Change-75 (-81%)
Value$1.6K (-$7.3K)
Filed 2026-10-28
Hilton Head Capital Partners, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.5K (-$95)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
NEW
Shares15
Change+15
Value$1.4K
Filed 2026-10-28
Signaturefd, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.3K (-$83)
Filed 2026-10-23
PlanVest Financial, Inc
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.2K (-$64)
Filed 2026-11-09
Trust Co of Toledo NA
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$999 (-$62)
Filed 2026-10-16
Asset Dedication, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$909 (-$56)
Filed 2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$908 (-$56)
Filed 2026-10-16
Kings Path Partners LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$818 (-$50)
Filed 2026-10-21
PayPay Securities Corp
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$818 (-$50)
Filed 2026-10-27
Moisand Fitzgerald Tamayo, LLC
NEW
Shares8
Change+8
Value$727
Filed 2026-10-15
Abound Wealth Management
DECREASED
Shares7 from 9
Change-2 (-22%)
Value$659 (-$232)
Filed 2026-10-26
Raleigh Capital Management Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$653 (-$31)
Filed 2026-10-28
Vision Financial Markets LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$492 (-$25)
Filed 2026-10-22
Spurstone Advisory Services, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$542 (-$34)
Filed 2026-11-02
Salomon & Ludwin, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$545 (-$31)
Filed 2026-10-29
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$552 (-$34)
Filed 2026-10-20
Gables Capital Management Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$545 (-$34)
Filed 2026-11-04
Alerus Financial NA
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$545 (-$34)
Filed 2026-11-09
Quaker Wealth Management, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$546 (-$33)
Filed 2026-10-22
Retirement Wealth Solutions LLC
INCREASED
Shares5 from 4
Change+1 (+25%)
Value$414 (-$20)
Filed 2026-10-07
MTM Investment Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$454 (-$28)
Filed 2026-10-30
American Capital Advisory, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$455 (-$28)
Filed 2026-10-28
Birch Financial Group, LLC
NEW
Shares4
Change+4
Value$342
Filed 2026-10-27
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$364 (-$22)
Filed 2026-10-07
Realta Investment Advisors
DECREASED
Shares3 from 4
Change-1 (-25%)
Value$273 (-$113)
Filed 2026-10-14
Bear Mountain Capital, Inc.
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$229 (-$8)
Filed 2026-11-04
NBT Bank, N.A.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$273 (-$16)
Filed 2026-10-21
Register Financial Advisors LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$273 (-$16)
Filed 2026-10-23
Concord Wealth Partners
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$147 (-$7)
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares1
Change+1
Value$91
Filed 2026-10-19
Markowski Investments
INCREASED
Shares1 from 0
Change+1
Value$42 (-$2)
Filed 2026-10-30
Inspire Investing, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$70 (-$4)
Filed 2026-10-22
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 693,623
Change-693,623 (-100%)
Value$0 (-$66.9M)
Filed 2026-10-21
Blackhawk Capital Partners, LLC
CLOSED
Shares0 from 73,221
Change-73,221 (-100%)
Value$0 (-$7.1M)
Filed 2026-11-10
Sierra Ocean, LLC
CLOSED
Shares0 from 59,192
Change-59,192 (-100%)
Value$0 (-$5.7M)
Filed 2026-11-03
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 48,323
Change-48,323 (-100%)
Value$0 (-$4.7M)
Filed 2026-10-28
Edgestream Partners, L.P.
CLOSED
Shares0 from 38,215
Change-38,215 (-100%)
Value$0 (-$3.7M)
Filed 2026-11-10
Principal Financial Group Inc
CLOSED
Shares0 from 28,664
Change-28,664 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-02
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 26,282
Change-26,282 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-27
Basso Capital Management, L.P.
CLOSED
Shares0 from 24,597
Change-24,597 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-30
Chesapeake Capital Corp
CLOSED
Shares0 from 22,793
Change-22,793 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-09
Jefferies Financial Group Inc.
CLOSED
Shares0 from 20,179
Change-20,179 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-05
Elevated Financial Group LLC
CLOSED
Shares0 from 17,754
Change-17,754 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-16
Q3 Asset Management
CLOSED
Shares0 from 11,937
Change-11,937 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 11,762
Change-11,762 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-14
Innealta Capital, LLC
CLOSED
Shares0 from 6,037
Change-6,037 (-100%)
Value$0 (-$582.2K)
Filed 2026-11-02
Ryan Investment Management, Inc.
CLOSED
Shares0 from 5,186
Change-5,186 (-100%)
Value$0 (-$500.1K)
Filed 2026-10-20
Global Assets Advisory, LLC
CLOSED
Shares0 from 5,051
Change-5,051 (-100%)
Value$0 (-$485.1K)
Filed 2026-10-28
1620 Investment Advisors, Inc.
CLOSED
Shares0 from 4,555
Change-4,555 (-100%)
Value$0 (-$439.3K)
Filed 2026-11-04
James Investment Research, Inc.
CLOSED
Shares0 from 4,474
Change-4,474 (-100%)
Value$0 (-$431.5K)
Filed 2026-10-22
CPA Asset Management Group, LLC
CLOSED
Shares0 from 3,845
Change-3,845 (-100%)
Value$0 (-$370.8K)
Filed 2026-10-26
Saxony Capital Management, LLC
CLOSED
Shares0 from 3,534
Change-3,534 (-100%)
Value$0 (-$340.8K)
Filed 2026-10-15
HBW Advisory Services LLC
CLOSED
Shares0 from 3,249
Change-3,249 (-100%)
Value$0 (-$313.3K)
Filed 2026-10-15
Garde Capital, Inc.
CLOSED
Shares0 from 3,191
Change-3,191 (-100%)
Value$0 (-$307.7K)
Filed 2026-10-29
Facet Wealth, Inc.
CLOSED
Shares0 from 3,113
Change-3,113 (-100%)
Value$0 (-$300.2K)
Filed 2026-11-04
Squarepoint Ops LLC
CLOSED
Shares0 from 2,961
Change-2,961 (-100%)
Value$0 (-$285.6K)
Filed 2026-11-09
CFS Investment Advisory Services, LLC
CLOSED
Shares0 from 2,624
Change-2,624 (-100%)
Value$0 (-$252.4K)
Filed 2026-10-19
Regimen Wealth, LLC
CLOSED
Shares0 from 2,605
Change-2,605 (-100%)
Value$0 (-$251.2K)
Filed 2026-11-09
Upper Left Wealth Management, LLC
CLOSED
Shares0 from 2,574
Change-2,574 (-100%)
Value$0 (-$248.2K)
Filed 2026-10-14
Scarborough Advisors, LLC
CLOSED
Shares0 from 2,422
Change-2,422 (-100%)
Value$0 (-$233.5K)
Filed 2026-10-16
Petros Family Wealth, LLC
CLOSED
Shares0 from 2,354
Change-2,354 (-100%)
Value$0 (-$227.0K)
Filed 2026-10-28
BankPlus Trust Department
CLOSED
Shares0 from 2,348
Change-2,348 (-100%)
Value$0 (-$226.4K)
Filed 2026-11-06
Affinity Capital Advisors, LLC
CLOSED
Shares0 from 2,323
Change-2,323 (-100%)
Value$0 (-$223.8K)
Filed 2026-10-13
Worth Financial Advisory Group, LLC
CLOSED
Shares0 from 2,244
Change-2,244 (-100%)
Value$0 (-$216.4K)
Filed 2026-10-19
NorthLanding Financial Partners, LLC
CLOSED
Shares0 from 2,187
Change-2,187 (-100%)
Value$0 (-$210.9K)
Filed 2026-10-15
Shepherd Financial Partners LLC
CLOSED
Shares0 from 2,184
Change-2,184 (-100%)
Value$0 (-$210.6K)
Filed 2026-11-03
Focus Financial Network, Inc.
CLOSED
Shares0 from 2,104
Change-2,104 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-14
Elevated Capital Advisors, LLC
CLOSED
Shares0 from 1,724
Change-1,724 (-100%)
Value$0 (-$166.3K)
Filed 2026-11-04
Centennial Bank
CLOSED
Shares0 from 1,432
Change-1,432 (-100%)
Value$0 (-$138.1K)
Filed 2026-11-09
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 1,283
Change-1,283 (-100%)
Value$0 (-$123.7K)
Filed 2026-11-03
Summit Wealth Group, LLC
CLOSED
Shares0 from 1,164
Change-1,164 (-100%)
Value$0 (-$112.3K)
Filed 2026-11-09
Cornerstone Planning Group LLC
CLOSED
Shares0 from 719
Change-719 (-100%)
Value$0 (-$68.4K)
Filed 2026-10-16
Atlatl Advisers LLC
CLOSED
Shares0 from 453
Change-453 (-100%)
Value$0 (-$43.7K)
Filed 2026-10-22
Ironwood Wealth Management, Llc.
CLOSED
Shares0 from 428
Change-428 (-100%)
Value$0 (-$41.3K)
Filed 2026-10-28
Brooklyn FI, LLC
CLOSED
Shares0 from 231
Change-231 (-100%)
Value$0 (-$22.0K)
Filed 2026-11-05
Cardinal Strategic Wealth Guidance
CLOSED
Shares0 from 137
Change-137 (-100%)
Value$0 (-$13.2K)
Filed 2026-11-02
Stone House Investment Management, LLC
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$13.0K)
Filed 2026-10-23
LifeSteps Financial, Inc.
CLOSED
Shares0 from 135
Change-135 (-100%)
Value$0 (-$13.0K)
Filed 2026-10-15
BankChampaign, National Association
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$12.5K)
Filed 2026-10-19
Tucker Asset Management LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$11.9K)
Filed 2026-10-29
Solstein Capital, LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$7.2K)
Filed 2026-11-02
Maseco LLP
CLOSED
Shares0 from 74
Change-74 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-27
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$5.8K)
Filed 2026-11-06
Salem Investment Counselors Inc
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-13
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$3)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-14
SYM Financial Corp
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-26
Chilton Capital Management LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$772)
Filed 2026-10-28
Kozak & Associates, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$48)
Filed 2026-10-29
Horizon Financial Services, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Wells Fargo & Company
N/A
Shares— from 20,941,930
Change-20,941,930 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,780,504
Change-10,780,504 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,308,016
Change-7,308,016 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,569,501
Change-6,569,501 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,819,182
Change-4,819,182 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 4,660,790
Change-4,660,790 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,614,236
Change-4,614,236 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,399,980
Change-3,399,980 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,841,865
Change-2,841,865 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,782,023
Change-2,782,023 (-100%)
Value—
Polianta Ltd
N/A
Shares— from 2,151,000
Change-2,151,000 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,149,751
Change-2,149,751 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,092,124
Change-2,092,124 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,816,405
Change-1,816,405 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 1,791,803
Change-1,791,803 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,736,578
Change-1,736,578 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,063,774
Change-1,063,774 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 890,369
Change-890,369 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 870,742
Change-870,742 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 848,998
Change-848,998 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 847,831
Change-847,831 (-100%)
Value—
Man Group plc
N/A
Shares— from 780,196
Change-780,196 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 692,712
Change-692,712 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 557,163
Change-557,163 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 536,466
Change-536,466 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 524,772
Change-524,772 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 438,708
Change-438,708 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 423,177
Change-423,177 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 391,157
Change-391,157 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 385,765
Change-385,765 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 383,484
Change-383,484 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 354,368
Change-354,368 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 350,000
Change-350,000 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 340,000
Change-340,000 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 339,166
Change-339,166 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 274,505
Change-274,505 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 273,951
Change-273,951 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 265,883
Change-265,883 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 257,570
Change-257,570 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 256,146
Change-256,146 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 256,088
Change-256,088 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 248,729
Change-248,729 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 248,082
Change-248,082 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 235,861
Change-235,861 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 228,425
Change-228,425 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 223,083
Change-223,083 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 220,600
Change-220,600 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 215,885
Change-215,885 (-100%)
Value—
Invst, LLC
N/A
Shares— from 212,408
Change-212,408 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 201,095
Change-201,095 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 194,075
Change-194,075 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 186,416
Change-186,416 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 184,579
Change-184,579 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 172,403
Change-172,403 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 169,689
Change-169,689 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 164,696
Change-164,696 (-100%)
Value—
First Trust Bank, Ltd.
N/A
Shares— from 158,000
Change-158,000 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 157,000
Change-157,000 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 144,539
Change-144,539 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 144,333
Change-144,333 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 144,000
Change-144,000 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 141,877
Change-141,877 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 133,866
Change-133,866 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 132,521
Change-132,521 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 128,001
Change-128,001 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 118,214
Change-118,214 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 113,442
Change-113,442 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 110,377
Change-110,377 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 107,630
Change-107,630 (-100%)
Value—
Commerce Bank
N/A
Shares— from 103,888
Change-103,888 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 103,350
Change-103,350 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 102,589
Change-102,589 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 99,733
Change-99,733 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 96,226
Change-96,226 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 96,200
Change-96,200 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 95,952
Change-95,952 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 90,377
Change-90,377 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 87,545
Change-87,545 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 84,200
Change-84,200 (-100%)
Value—
&partners
N/A
Shares— from 79,362
Change-79,362 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 78,106
Change-78,106 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 77,066
Change-77,066 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 75,001
Change-75,001 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 71,268
Change-71,268 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 67,511
Change-67,511 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 67,009
Change-67,009 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 66,941
Change-66,941 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 60,840
Change-60,840 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 59,078
Change-59,078 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 54,978
Change-54,978 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 54,811
Change-54,811 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 53,019
Change-53,019 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 52,613
Change-52,613 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 52,181
Change-52,181 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 51,690
Change-51,690 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 51,562
Change-51,562 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 50,195
Change-50,195 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 46,800
Change-46,800 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 46,162
Change-46,162 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 40,555
Change-40,555 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 40,378
Change-40,378 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 40,223
Change-40,223 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 37,700
Change-37,700 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 35,216
Change-35,216 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 34,750
Change-34,750 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 32,368
Change-32,368 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 32,299
Change-32,299 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 31,878
Change-31,878 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 31,138
Change-31,138 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 30,860
Change-30,860 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 30,161
Change-30,161 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 29,438
Change-29,438 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 29,081
Change-29,081 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 27,515
Change-27,515 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 26,401
Change-26,401 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 25,949
Change-25,949 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 25,153
Change-25,153 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 25,113
Change-25,113 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 25,011
Change-25,011 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 25,003
Change-25,003 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 24,644
Change-24,644 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 23,440
Change-23,440 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 23,326
Change-23,326 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 21,697
Change-21,697 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 21,286
Change-21,286 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 21,268
Change-21,268 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 20,436
Change-20,436 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 18,873
Change-18,873 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 18,755
Change-18,755 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 18,495
Change-18,495 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 18,399
Change-18,399 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 17,672
Change-17,672 (-100%)
Value—
EFG International AG
N/A
Shares— from 17,592
Change-17,592 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 17,073
Change-17,073 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 16,640
Change-16,640 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 16,537
Change-16,537 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 16,462
Change-16,462 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 16,384
Change-16,384 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 15,899
Change-15,899 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 15,516
Change-15,516 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 14,259
Change-14,259 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 13,867
Change-13,867 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 13,833
Change-13,833 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 13,732
Change-13,732 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 13,389
Change-13,389 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 13,251
Change-13,251 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 13,064
Change-13,064 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 13,049
Change-13,049 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 12,981
Change-12,981 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 12,981
Change-12,981 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 12,798
Change-12,798 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 12,763
Change-12,763 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 12,348
Change-12,348 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 12,276
Change-12,276 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 12,099
Change-12,099 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 12,065
Change-12,065 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 12,035
Change-12,035 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 11,221
Change-11,221 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 10,947
Change-10,947 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 10,870
Change-10,870 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 10,429
Change-10,429 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 9,704
Change-9,704 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 9,573
Change-9,573 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 9,490
Change-9,490 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 9,418
Change-9,418 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,386
Change-9,386 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 9,350
Change-9,350 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 9,348
Change-9,348 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 9,332
Change-9,332 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 9,043
Change-9,043 (-100%)
Value—
Prudential PLC
N/A
Shares— from 8,820
Change-8,820 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,384
Change-8,384 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 8,363
Change-8,363 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 8,301
Change-8,301 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,258
Change-8,258 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 8,068
Change-8,068 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 7,886
Change-7,886 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,658
Change-7,658 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 7,544
Change-7,544 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 7,531
Change-7,531 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 7,509
Change-7,509 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,503
Change-7,503 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 7,443
Change-7,443 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 6,877
Change-6,877 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,845
Change-6,845 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 6,841
Change-6,841 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,711
Change-6,711 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 6,632
Change-6,632 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,477
Change-6,477 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 6,475
Change-6,475 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,212
Change-6,212 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,189
Change-6,189 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 6,032
Change-6,032 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 6,006
Change-6,006 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,892
Change-5,892 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 5,841
Change-5,841 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 5,611
Change-5,611 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 5,395
Change-5,395 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 5,384
Change-5,384 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,288
Change-5,288 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 5,235
Change-5,235 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 5,206
Change-5,206 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 5,188
Change-5,188 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,110
Change-5,110 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 4,998
Change-4,998 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,903
Change-4,903 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,753
Change-4,753 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 4,746
Change-4,746 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 4,696
Change-4,696 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 4,284
Change-4,284 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,153
Change-4,153 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,929
Change-3,929 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,915
Change-3,915 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 3,808
Change-3,808 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 3,803
Change-3,803 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,786
Change-3,786 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 3,679
Change-3,679 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,607
Change-3,607 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,385
Change-3,385 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 3,364
Change-3,364 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 3,231
Change-3,231 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 3,160
Change-3,160 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,728
Change-2,728 (-100%)
Value—
Dravo BAY LLC
N/A
Shares— from 2,627
Change-2,627 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 2,597
Change-2,597 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,416
Change-2,416 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,156
Change-2,156 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,853
Change-1,853 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,584
Change-1,584 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 1,366
Change-1,366 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,283
Change-1,283 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,253
Change-1,253 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 963
Change-963 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 890
Change-890 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 703
Change-703 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 684
Change-684 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 678
Change-678 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 588
Change-588 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 563
Change-563 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 506
Change-506 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 490
Change-490 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 431
Change-431 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 422
Change-422 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 342
Change-342 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 280
Change-280 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 277
Change-277 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 268
Change-268 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 263
Change-263 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 259
Change-259 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 226
Change-226 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 145
Change-145 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 145
Change-145 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 71
Change-71 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 66
Change-66 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 63
Change-63 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 57
Change-57 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 36
Change-36 (-100%)
Value—
Rogco, LP
N/A
Shares— from 35
Change-35 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 21
Change-21 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 13
Change-13 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 13
Change-13 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 5
Change-5 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Adventist Health System Sunbelt Healthcare Corp
INCREASED6,940,5086,336,317+604,191+10%$611.1M$630.5M+$19.4M2026-11-02
Japan Science & Technology Agency
UNCHANGED2,500,0002,500,00000%$241.1M$227.1M-$14.0M2026-10-16
Nationwide Fund Advisors
DECREASED2,125,6875,519,657-3,393,970-61%$279.3M$193.1M-$86.2M2026-10-28
Bessemer Group Inc
DECREASED1,934,6062,208,204-273,598-12%$213.0M$175.7M-$37.2M2026-11-09
Bank of New York Mellon Corp
INCREASED1,900,6371,804,062+96,575+5%$174.0M$172.7M-$1.3M2026-11-05
LPL Financial LLC
DECREASED1,061,1251,144,037-82,912-7%$110.3M$96.4M-$13.9M2026-11-06
SBI Okasan Asset Management Co.Ltd.
DECREASED1,010,9501,830,410-819,460-45%$177.2M$92.3M-$84.9M2026-11-10
SigFig Wealth Management, LLC
INCREASED1,008,486937,805+70,681+8%$90.8M$91.6M+$812.5K2026-10-07
iA Global Asset Management Inc.
INCREASED857,072591,563+265,509+45%$57.1M$77.9M+$20.8M2026-10-29
Mather Group, Llc.
INCREASED723,942588,604+135,338+23%$56.8M$65.8M+$9.0M2026-10-14
FMR LLC
INCREASED621,886354,865+267,021+75%$34.2M$56.5M+$22.3M2026-11-10
PNC Financial Services Group, Inc.
DECREASED583,101600,486-17,385-3%$57.9M$53.0M-$4.9M2026-11-06
Pictet Asset Management Holding SA
INCREASED548,370221,000+327,370+148%$21.4M$50.0M+$28.7M2026-11-03
Deutsche Bank Ag\
DECREASED467,185520,657-53,472-10%$50.2M$42.4M-$7.8M2026-11-06
Apella Capital, LLC
INCREASED394,591325,017+69,574+21%$31.2M$35.8M+$4.6M2026-10-08
Savant Capital, LLC
DECREASED367,443370,451-3,008-1%$35.7M$33.4M-$2.3M2026-11-06
First Command Advisory Services, Inc.
INCREASED359,666307,609+52,057+17%$29.7M$32.7M+$3.0M2026-11-05
Assetmark, Inc
DECREASED332,517470,810-138,293-29%$45.4M$30.2M-$15.2M2026-10-21
BLB&B Advisors, LLC
INCREASED330,480313,877+16,603+5%$30.3M$30.0M-$249.4K2026-10-27
Retirement Investment Advisors, Inc.
INCREASED318,417308,517+9,900+3%$29.4M$28.9M-$501.4K2026-10-22
CVS Health Corp
INCREASED300,000180,000+120,000+67%$17.4M$27.3M+$9.9M2026-11-05
Washington Trust Bank
INCREASED275,541272,376+3,165+1%$26.3M$25.0M-$1.2M2026-11-03
Stairway Partners, LLC
INCREASED265,121264,121+1,000+0%$25.5M$24.1M-$1.4M2026-10-02
Mirae Asset Global Investments Co., Ltd.
DECREASED263,234287,045-23,811-8%$27.7M$23.9M-$3.8M2026-11-03
Baker Avenue Asset Management, LP
INCREASED253,838248,104+5,734+2%$23.9M$23.1M-$868.5K2026-11-06
Towercrest Capital Management
INCREASED247,539239,041+8,498+4%$23.1M$22.5M-$566.3K2026-10-23
Wealthfront Advisers LLC
INCREASED229,537213,819+15,718+7%$20.6M$20.9M+$230.4K2026-11-09
Financiere des Professionnels - Fonds d'investissement inc.
INCREASED221,200128,000+93,200+73%$12.3M$20.1M+$7.7M2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED216,300192,500+23,800+12%$18.6M$19.6M+$1.1M2026-11-05
Bernicke Wealth Management, Ltd.
INCREASED215,938210,303+5,635+3%$20.3M$19.6M-$665.8K2026-11-06
Creative Planning
DECREASED203,173237,723-34,550-15%$22.9M$18.5M-$4.5M2026-11-02
Cannon Financial Strategists, Inc.
INCREASED202,479197,737+4,742+2%$19.1M$18.4M-$676.6K2026-10-19
Barclays PLC
INCREASED176,28524,881+151,404+609%$2.4M$16.0M+$13.6M2026-11-06
J.Safra Asset Management Corp
INCREASED172,161158,301+13,860+9%$15.3M$15.6M+$372.6K2026-11-03
Factor Wealth Management LTD
INCREASED169,477167,648+1,829+1%$16.2M$15.4M-$772.7K2026-10-08
Concurrent Investment Advisors, LLC
INCREASED160,97425,917+135,057+521%$2.5M$14.6M+$12.1M2026-10-16
Alliance Wealth Management Group
INCREASED153,557149,825+3,732+2%$14.4M$13.9M-$499.5K2026-10-29
Occidental Asset Management, LLC
INCREASED153,133136,126+17,007+12%$13.1M$13.9M+$782.6K2026-11-05
Howard Capital Management, LLC
UNCHANGED146,959146,95900%$14.2M$13.3M-$823.0K2026-10-16
Bank Julius Baer & Co. Ltd, Zurich
DECREASED143,821144,491-6700%$14.0M$13.1M-$864.8K2026-10-29
Union Bancaire Privee, UBP SA
INCREASED142,758142,458+300+0%$13.8M$13.0M-$767.7K2026-11-04
Country Trust Bank
INCREASED142,417135,152+7,265+5%$13.0M$12.9M-$96.9K2026-10-30
Imc-Chicago, LLC
NEW138,768—+138,768——$12.6M—2026-11-05
Idaho Trust Co
INCREASED138,608131,604+7,004+5%$12.7M$12.6M-$100.8K2026-11-04
Citizens & Northern Corp
INCREASED138,530132,935+5,595+4%$12.8M$12.6M-$236.2K2026-11-06
Privium Fund Management (UK) Ltd
INCREASED137,160127,300+9,860+8%$12.3M$12.5M+$194.8K2026-10-30
Spire Wealth Management
INCREASED130,329128,471+1,858+1%$12.4M$11.8M-$550.7K2026-10-30
Park Avenue Securities LLC
INCREASED130,169123,876+6,293+5%$11.9M$11.8M-$122.0K2026-10-26
Vise Technologies, Inc.
INCREASED122,040116,936+5,104+4%$11.3M$11.1M-$191.2K2026-10-29
Peak Financial Advisors LLC
DECREASED115,707117,891-2,184-2%$11.4M$10.5M-$858.6K2026-10-28
Quattro Financial Advisors LLC
UNCHANGED114,763114,76300%$11.1M$10.4M-$642.7K2026-10-15
Vontobel Holding Ltd.
DECREASED114,406116,412-2,006-2%$11.2M$10.4M-$834.1K2026-10-16
Ellevest, Inc.
INCREASED113,767109,130+4,637+4%$8.4M$8.4M-$59.6K2026-11-10
Vertex Investment Solutions Co., Ltd.
DECREASED113,300122,600-9,300-8%$11.9M$10.3M-$1.5M2026-10-19
Probity Advisors, Inc.
INCREASED107,319102,476+4,843+5%$9.9M$9.7M-$134.0K2026-10-23
Trek Financial, LLC
INCREASED105,15638,716+66,440+172%$3.7M$9.6M+$5.8M2026-10-29
Lake Street Private Wealth, LLC
INCREASED98,94993,688+5,261+6%$9.0M$9.0M-$46.7K2026-10-22
Omega Financial Group, LLC
INCREASED97,28594,891+2,394+3%$9.2M$8.8M-$313.8K2026-10-29
MacKenzie Financial Corp
INCREASED92,27090,180+2,090+2%$8.7M$8.4M-$315.2K2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED91,92387,127+4,796+6%$8.4M$8.4M-$52.2K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED89,154108,129-18,975-18%$10.4M$8.1M-$2.3M2026-11-02
Summit Global Investments
INCREASED87,63180,317+7,314+9%$7.7M$8.0M+$214.0K2026-10-28
Outlook Wealth Advisors, LLC
INCREASED87,23082,741+4,489+5%$8.0M$7.9M-$55.2K2026-10-28
Westview Management dba Westview Investment Advisors
INCREASED85,65380,680+4,973+6%$7.8M$7.8M-$422026-11-09
Founders Financial Securities LLC
INCREASED85,22357,138+28,085+49%$5.5M$7.7M+$2.2M2026-10-28
Gridiron Partners, LLC
UNCHANGED85,22185,22100%$8.2M$7.7M-$443.1K2026-10-08
HighTower Advisors, LLC
DECREASED83,517296,854-213,337-72%$28.6M$7.6M-$21.0M2026-11-10
Scotia Capital Inc.
DECREASED77,91583,952-6,037-7%$8.1M$7.1M-$1.0M2026-11-10
Truist Financial Corp
DECREASED75,28584,202-8,917-11%$8.1M$6.8M-$1.3M2026-10-30
Citigroup Inc
DECREASED73,00299,827-26,825-27%$9.6M$6.6M-$3.0M2026-11-04
Fifth Third Bancorp
DECREASED71,32774,911-3,584-5%$7.2M$6.5M-$745.2K2026-11-05
Jmac Enterprises LLC
INCREASED70,74570,412+333+0%$6.8M$6.4M-$364.1K2026-10-30
Finhabits Advisors LLC
INCREASED67,10063,869+3,231+5%$6.2M$6.1M-$64.1K2026-11-10
Merit Financial Group, LLC
INCREASED65,85038,685+27,165+70%$3.7M$6.0M+$2.3M2026-11-06
Lido Advisors, LLC
INCREASED65,7405,755+59,985+1042%$555.1K$6.0M+$5.4M2026-11-04
Alternative Investment Advisors, Llc.
INCREASED64,85661,165+3,691+6%$5.9M$5.9M-$7.0K2026-11-03
Impact Partnership Wealth, LLC
INCREASED62,58441,788+20,796+50%$4.0M$5.7M+$1.7M2026-11-09
Park Edge Advisors, LLC
DECREASED62,38463,502-1,118-2%$6.1M$5.7M-$457.2K2026-10-28
Beacon Advisors Holdings, LLC
INCREASED61,99257,922+4,070+7%$5.6M$5.6M+$45.4K2026-10-27
Central Trust Co
INCREASED60,04054,306+5,734+11%$5.2M$5.5M+$216.8K2026-11-05
Theory Financial LLC
INCREASED57,51537,995+19,520+51%$3.7M$5.2M+$1.6M2026-11-09
Monument Capital Management
INCREASED57,49957,241+258+0%$5.5M$5.2M-$297.1K2026-10-09
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED57,118239,009-181,891-76%$23.1M$5.2M-$17.9M2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED53,72128,292+25,429+90%$2.7M$4.9M+$2.2M2026-10-16
Integrity Alliance, Llc.
INCREASED53,64749,740+3,907+8%$4.8M$4.9M+$76.3K2026-10-29
Parallel Advisors, LLC
INCREASED53,12147,456+5,665+12%$4.6M$4.8M+$248.8K2026-11-03
Parr Mcknight Wealth Management Group, LLC
DECREASED50,82451,273-449-1%$4.9M$4.6M-$327.9K2026-10-30
Modera Wealth Management, LLC
INCREASED49,66447,472+2,192+5%$4.6M$4.5M-$66.8K2026-10-28
BlueSky Wealth Advisors, LLC
DECREASED48,23249,369-1,137-2%$4.8M$4.4M-$379.8K2026-10-29
IFP Advisors, Inc
INCREASED47,99545,653+2,342+5%$4.4M$4.4M-$42.9K2026-10-16
Commonwealth Equity Services, LLC
DECREASED46,38347,635-1,252-3%$4.6M$4.2M-$380.6K2026-11-02
Integrated Advisors Network LLC
DECREASED44,971164,707-119,736-73%$15.9M$4.1M-$11.8M2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED44,86030,432+14,428+47%$2.9M$4.1M+$1.1M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED43,17840,749+2,429+6%$3.9M$3.9M+$15.9K2026-10-13
Citizens Financial Group Inc
INCREASED42,74642,647+99+0%$4.1M$3.9M-$229.8K2026-10-23
Colton Groome Financial Advisors, LLC
INCREASED41,85540,555+1,300+3%$3.9M$3.8M-$109.0K2026-10-06
Paragon Advisors, LLC
INCREASED41,05630,600+10,456+34%$3.0M$3.7M+$778.5K2026-11-03
Rinkey Investments
DECREASED40,55840,795-237-1%$3.9M$3.7M-$250.0K2026-10-28
Genus Capital Management Inc.
DECREASED40,14041,270-1,130-3%$4.0M$3.6M-$333.8K2026-11-04
Sharper & Granite LLC
DECREASED39,73940,790-1,051-3%$3.9M$3.7M-$201.1K2026-11-02
Crossmark Global Holdings, Inc.
DECREASED39,47039,545-750%$3.8M$3.6M-$228.3K2026-10-21
Ascent Group, LLC
INCREASED38,26437,354+910+2%$3.6M$3.5M-$126.5K2026-10-30
Great Diamond Partners, LLC
INCREASED38,06836,556+1,512+4%$3.5M$3.5M-$67.3K2026-10-13
Islay Capital Management, LLC
DECREASED35,95636,074-1180%$3.5M$3.3M-$212.7K2026-10-20
Insight Wealth Partners, LLC
DECREASED35,86236,230-368-1%$3.5M$3.3M-$236.3K2026-10-26
Venture Visionary Partners LLC
INCREASED35,59425,943+9,651+37%$2.5M$3.2M+$731.4K2026-10-07
GenTrust, LLC
UNCHANGED34,96034,96000%$3.4M$3.2M-$195.8K2026-11-06
Verus Wealth Management, LLC
INCREASED34,94333,143+1,800+5%$3.2M$3.2M-$22.1K2026-10-13
Regions Financial Corp
INCREASED34,82332,199+2,624+8%$3.1M$3.2M+$58.1K2026-11-05
Nwam LLC
DECREASED33,58833,929-341-1%$3.3M$3.1M-$220.9K2026-11-09
Farrell Financial LLC
INCREASED33,53032,089+1,441+4%$3.1M$3.0M-$48.8K2026-10-16
Ascentis Independent Advisors
INCREASED33,1305,027+28,103+559%$485.1K$3.0M+$2.5M2026-11-03
Keybank National Association
DECREASED31,42832,276-848-3%$3.1M$2.9M-$257.8K2026-11-04
Western Wealth Management, LLC
INCREASED31,33513,350+17,985+135%$1.3M$5.1M+$3.8M2026-11-09
Nations Financial Group Inc,
INCREASED30,07128,060+2,011+7%$2.7M$2.7M+$25.6K2026-11-05
Private Advisory Group LLC
INCREASED29,85227,849+2,003+7%$2.7M$2.7M+$26.0K2026-11-06
Randall & Associates Wealth Management
INCREASED28,72827,134+1,594+6%$2.6M$2.6M-$7.2K2026-10-20
Moors & Cabot, Inc.
INCREASED28,14522,009+6,136+28%$2.1M$2.6M+$434.1K2026-11-06
Gladwyn Financial Advisors, Inc.
INCREASED28,09927,612+487+2%$2.7M$2.6M-$110.3K2026-10-05
Alterna Wealth Management, Inc
INCREASED28,06824,656+3,412+14%$2.4M$2.5M+$171.9K2026-10-27
Argent Trust Co
INCREASED27,91220,327+7,585+37%$2.0M$2.5M+$575.2K2026-11-09
Sincerus Advisory, LLC
INCREASED27,52226,547+975+4%$2.6M$2.5M-$60.1K2026-10-09
Central Bank & Trust Co
DECREASED27,46027,743-283-1%$2.7M$2.5M-$181.1K2026-10-09
Rosenberg Matthew Hamilton
INCREASED26,68324,062+2,621+11%$2.3M$2.4M+$103.3K2026-10-05
Farther Finance Advisors, LLC
INCREASED25,04922,247+2,802+13%$2.1M$2.3M+$129.9K2026-10-08
Nvwm, LLC
INCREASED24,99122,822+2,169+10%$2.2M$2.3M+$69.2K2026-10-14
Columbus Macro, LLC
INCREASED24,56723,882+685+3%$2.3M$2.2M-$71.5K2026-10-14
Kestra Advisory Services, LLC
INCREASED24,53624,147+389+2%$2.3M$2.2M-$99.9K2026-11-02
Simplicity Wealth,LLC
INCREASED24,17914,178+10,001+71%$1.4M$2.2M+$829.1K2026-10-23
Oasis Advisors, LLC
INCREASED24,09618,657+5,439+29%$1.8M$2.2M+$389.9K2026-10-16
Evolution Wealth Advisors, LLC
INCREASED23,96615,808+8,158+52%$1.5M$2.2M+$652.5K2026-11-03
Martel Wealth Advisors LLC
INCREASED23,70223,372+330+1%$2.3M$2.2M-$100.9K2026-10-14
Blueprint Financial Advisors LLC
DECREASED23,58930,805-7,216-23%$3.0M$2.1M-$828.1K2026-10-28
Blueprint Investment Partners LLC
DECREASED23,58930,805-7,216-23%$3.0M$2.1M-$828.1K2026-10-28
Wealth Advisory Solutions, LLC
INCREASED23,58623,440+146+1%$2.3M$2.1M-$118.0K2026-10-20
Joseph P. Lucia & Associates, LLC
INCREASED23,57923,412+167+1%$2.3M$2.1M-$115.9K2026-10-30
Compagnie Lombard Odier SCmA
INCREASED23,54522,599+946+4%$2.2M$2.1M-$40.6K2026-11-04
Inscription Capital, LLC
DECREASED23,49426,124-2,630-10%$2.5M$2.1M-$385.2K2026-11-02
Kestra Private Wealth Services, LLC
DECREASED23,15024,202-1,052-4%$2.3M$2.1M-$231.0K2026-11-06
Wharton Business Group, LLC
DECREASED22,98542,115-19,130-45%$4.1M$2.1M-$2.0M2026-11-09
Evergreen Capital Management LLC
UNCHANGED22,67822,67800%$2.2M$2.1M-$127.0K2026-10-23
Stephenson & Company, Inc.
INCREASED22,39522,243+152+1%$2.1M$2.0M-$110.8K2026-10-30
Lake Hills Wealth Management, LLC
DECREASED20,85321,422-569-3%$2.1M$1.9M-$171.7K2026-10-07
Sumitomo Mitsui Trust Group, Inc.
DECREASED20,852155,281-134,429-87%$15.0M$1.9M-$13.1M2026-10-29
Shore Point Advisors, LLC
INCREASED20,42018,491+1,929+10%$1.8M$1.9M+$71.7K2026-10-14
Kingswood Wealth Advisors, LLC
INCREASED20,21518,385+1,830+10%$1.8M$1.8M+$63.2K2026-10-23
Braun-Bostich & Associates Inc.
INCREASED20,09219,928+164+1%$1.9M$1.8M-$96.7K2026-10-20
Heritage Family Offices, LLP
DECREASED20,04026,282-6,242-24%$2.5M$1.8M-$714.2K2026-11-02
Arvest Investments, Inc.
INCREASED20,01718,892+1,125+6%$1.8M$1.8M-$3.6K2026-10-21
Thrivent Financial for Lutherans
INCREASED19,1792,907+16,272+560%$281.0K$1.7M+$1.5M2026-11-05
Unison Advisors LLC
INCREASED19,01318,430+583+3%$1.8M$1.7M-$50.3K2026-10-29
Ariadne Wealth Management, LP
UNCHANGED18,25618,25600%$1.8M$1.7M-$102.2K2026-11-06
Independent Financial Group, LLC
INCREASED18,22117,726+495+3%$1.7M$1.7M-$54.3K2026-10-13
Barden Capital Management, Inc.
INCREASED17,71417,218+496+3%$1.7M$1.6M-$51.4K2026-10-09
Klaas Financial Asset Advisors, LLC
INCREASED17,38216,394+988+6%$1.6M$1.6M-$2.1K2026-10-19
OxenFree Capital LLC
INCREASED16,93715,827+1,110+7%$1.5M$1.5M+$21.9K2026-10-07
Greenspring Advisors, LLC
INCREASED16,9207,648+9,272+121%$737.6K$1.5M+$799.4K2026-11-05
Commonwealth Financial Services, LLC
DECREASED16,90551,496-34,591-67%$5.0M$1.5M-$3.4M2026-10-20
Clear Creek Financial Management, LLC
DECREASED16,84063,075-46,235-73%$6.1M$1.5M-$4.6M2026-10-28
Genesis Private Wealth, LLC
INCREASED16,46216,310+152+1%$1.6M$1.5M-$77.5K2026-11-02
10Elms LLP
INCREASED16,45015,493+957+6%$1.5M$1.5M+$1742026-11-06
Aletheian Wealth Advisors LLC
INCREASED16,44815,161+1,287+8%$1.5M$1.5M+$32.0K2026-10-08
AlTi Global, Inc.
DECREASED16,18521,633-5,448-25%$2.1M$1.5M-$616.0K2026-11-09
Signature Estate & Investment Advisors LLC
INCREASED16,02416,002+22+0%$1.5M$1.5M-$87.6K2026-10-13
Nilsine Partners, LLC
INCREASED15,37415,172+202+1%$1.5M$1.4M-$66.6K2026-11-02
Diversified Enterprises, LLC
INCREASED15,34811,449+3,899+34%$1.1M$1.4M+$290.1K2026-10-19
SteelPeak Wealth, LLC
INCREASED15,15312,838+2,315+18%$1.2M$1.4M+$138.4K2026-10-16
Ameraudi Asset Management, Inc.
INCREASED15,08512,506+2,579+21%$1.2M$1.4M+$164.2K2026-11-05
North Forty Two & Co.
DECREASED14,99415,016-220%$1.4M$1.4M-$86.1K2026-10-19
White Lighthouse Investment Management Inc.
INCREASED14,82514,127+698+5%$1.4M$1.3M-$15.7K2026-10-21
Sowell Financial Services LLC
DECREASED14,68115,771-1,090-7%$1.5M$1.3M-$187.3K2026-10-23
Matisse Capital
INCREASED14,36214,361+1+0%$1.4M$1.3M-$80.4K2026-10-29
Hamilton Capital, LLC
DECREASED14,3501,598,733-1,584,383-99%$154.2M$1.3M-$152.9M2026-10-08
Busey Bank
DECREASED14,29678,104-63,808-82%$7.5M$1.3M-$6.2M2026-10-26
Bryn Mawr Trust Advisors, LLC
INCREASED14,12712,943+1,184+9%$1.2M$1.3M+$35.1K2026-11-04
BKM Wealth Management, LLC
INCREASED13,96813,692+276+2%$1.3M$1.3M-$51.6K2026-10-22
Chesley Taft & Associates LLC
DECREASED13,81514,718-903-6%$1.4M$1.3M-$164.5K2026-10-13
Bank of Montreal
INCREASED13,8058,511+5,294+62%$820.8K$1.3M+$433.2K2026-11-09
MGO One Seven LLC
INCREASED13,30513,279+26+0%$1.3M$1.2M-$71.9K2026-10-28
Analyst IMS Investment Management Services Ltd.
DECREASED13,29413,466-172-1%$1.3M$1.2M-$92.0K2026-11-05
Avalon Capital Management
DECREASED13,27313,278-50%$1.3M$1.2M-$74.8K2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED12,58912,361+228+2%$1.2M$1.1M-$48.5K2026-10-27
Sage Investment Advisers LLC
INCREASED12,56411,765+799+7%$1.1M$1.1M+$6.7K2026-10-21
Patriot Investment Management Group, Inc.
DECREASED12,22615,043-2,817-19%$1.5M$1.1M-$340.1K2026-10-15
Summa Corp.
UNCHANGED12,17512,17500%$1.2M$1.1M-$68.2K2026-10-30
Shum Financial Group, Inc.
INCREASED11,82711,630+197+2%$1.1M$1.1M-$47.2K2026-10-13
Sagespring Wealth Partners, LLC
DECREASED11,11912,577-1,458-12%$1.2M$1.0M-$202.9K2026-10-22
Unique Wealth Strategies, LLC
UNCHANGED11,02511,02500%$1.1M$1.1M$02026-10-13
Keystone Wealth Services, LLC
INCREASED10,73710,731+6+0%$1.0M$980.1K-$54.8K2026-11-03
Klingenstein Fields & Co LP
UNCHANGED10,30510,30500%$993.8K$936.1K-$57.7K2026-11-10
Vicus Capital
DECREASED10,24810,474-226-2%$1.0M$930.9K-$79.2K2026-11-05
Riverbend Wealth Management, LLC
INCREASED9,8966,935+2,961+43%$668.8K$898.9K+$230.2K2026-10-15
Plan Group Financial, LLC
DECREASED9,69713,358-3,661-27%$1.3M$884.5K-$403.7K2026-10-22
Ashton Thomas Securities, LLC
NEW9,661—+9,661——$877.6K—2026-10-26
City State Bank
UNCHANGED9,6209,62000%$927.8K$873.9K-$53.9K2026-10-20
PFG Advisors
NEW9,565—+9,565——$868.9K—2026-10-16
D.A. Davidson & Co.
INCREASED9,4178,287+1,130+14%$799.3K$855.5K+$56.2K2026-10-28
J2 Capital Management Inc
INCREASED9,1758,615+560+7%$830.8K$833.4K+$2.6K2026-10-19
Carter Financial Group, Inc.
INCREASED9,1338,436+697+8%$813.6K$829.6K+$16.1K2026-10-21
Postrock Partners LLC
UNCHANGED9,0009,00000%$868.0K$817.6K-$50.4K2026-11-02
Integrity Advisory Solutions, LLC
INCREASED8,9057,534+1,371+18%$726.6K$809.0K+$82.4K2026-10-29
SBI Securities Co., Ltd.
DECREASED8,73113,514-4,783-35%$1.3M$793.1K-$510.2K2026-10-22
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED8,6828,68200%$837.3K$788.7K-$48.6K2026-10-15
New England Private Wealth Advisors LLC
INCREASED8,5428,469+73+1%$801.5K$776.0K-$25.5K2026-10-19
United Advisor Group, LLC
DECREASED8,5389,912-1,374-14%$955.9K$775.6K-$180.3K2026-11-03
Frederick Financial Consultants, LLC
INCREASED8,5318,494+37+0%$819.2K$774.9K-$44.3K2026-10-29
Csenge Advisory Group
INCREASED8,5288,383+145+2%$808.4K$774.7K-$33.7K2026-11-04
Freestone Capital Holdings, LLC
DECREASED8,3918,921-530-6%$860.4K$762.2K-$98.1K2026-11-09
Redhawk Wealth Advisors, Inc.
DECREASED8,3449,590-1,246-13%$924.9K$758.0K-$166.9K2026-10-14
Yoffe Investment Management, LLC
INCREASED8,2998,285+14+0%$799.0K$753.8K-$45.1K2026-11-02
Mount Lucas Management LP
DECREASED8,26132,745-24,484-75%$3.2M$750.4K-$2.4M2026-11-09
Natixis
DECREASED8,20925,027-16,818-67%$2.4M$745.7K-$1.7M2026-11-06
Choreo, LLC
DECREASED8,1628,414-252-3%$811.4K$741.4K-$70.0K2026-10-28
TD Private Client Wealth LLC
UNCHANGED8,1388,13800%$784.8K$739.2K-$45.6K2026-10-28
Endowment Wealth Management, Inc.
DECREASED8,1268,137-110%$784.7K$738.2K-$46.5K2026-11-03
Daiwa Securities Group Inc.
DECREASED7,9478,375-428-5%$807.7K$721.9K-$85.8K2026-10-29
US Bancorp \de\
DECREASED7,75611,615-3,859-33%$1.1M$704.6K-$415.7K2026-11-05
Brookstone Capital Management
DECREASED7,7238,037-314-4%$775.0K$701.6K-$73.5K2026-10-22
Net Worth Advisory Group
INCREASED7,6577,495+162+2%$722.8K$691.1K-$31.7K2026-10-20
Arkansas Financial Group, Inc.
DECREASED7,6107,625-150%$735.3K$691.3K-$44.1K2026-10-26
EverSource Wealth Advisors, LLC
INCREASED7,5822,840+4,742+167%$273.9K$688.8K+$414.9K2026-11-04
Keystone Global Partners, LLC
NEW7,551—+7,551——$685.9K—2026-10-13
Wealthcare Advisory Partners LLC
INCREASED7,4595,607+1,852+33%$540.7K$677.6K+$136.9K2026-10-21
Certuity, LLC
UNCHANGED7,2767,27600%$701.7K$661.0K-$40.7K2026-11-02
FDx Advisors, Inc.
INCREASED7,2626,927+335+5%$668.0K$660.0K-$8.0K2026-11-09
American Financial & TAX Strategies Inc
UNCHANGED7,1397,13900%$688.4K$648.5K-$40.0K2026-10-16
Blue Fin Capital, Inc.
INCREASED7,1216,795+326+5%$655.3K$646.9K-$8.4K2026-10-28
Geneos Wealth Management Inc.
INCREASED7,0924,683+2,409+51%$451.7K$644.2K+$192.6K2026-11-09
UMB Bank, n.a.
DECREASED7,0757,558-483-6%$728.9K$642.7K-$86.2K2026-11-06
StoneX Group Inc.
INCREASED6,9012,501+4,400+176%$241.2K$637.4K+$396.2K2026-11-03
Richardson Financial Services Inc.
INCREASED6,7726,723+49+1%$648.4K$615.2K-$33.2K2026-10-30
Rockingstone Advisors LLC
DECREASED6,7327,092-360-5%$684.0K$611.5K-$72.4K2026-10-16
Indivisible Partners
DECREASED6,4396,920-481-7%$667.4K$584.9K-$82.5K2026-10-26
Prospera Financial Services Inc
INCREASED6,1315,926+205+3%$571.8K$564.5K-$7.3K2026-11-04
Zinnia Wealth Advisory, LLC
INCREASED6,0753,698+2,377+64%$356.6K$551.9K+$195.2K2026-11-06
Verdence Capital Advisors LLC
DECREASED5,8805,926-46-1%$571.6K$534.1K-$37.4K2026-10-26
Diversify Advisory Services, LLC
INCREASED5,8743,120+2,754+88%$296.2K$539.3K+$243.1K2026-10-20
Diversify Wealth Management, LLC
INCREASED5,8743,120+2,754+88%$296.2K$539.3K+$243.1K2026-10-20
AdvisorNet Financial, Inc
DECREASED5,8659,456-3,591-38%$911.9K$534.9K-$377.0K2026-10-15
Cutler Investment Counsel LLC
DECREASED5,6285,801-173-3%$559.4K$511.2K-$48.2K2026-10-28
Navigation Wealth Management, Inc.
INCREASED5,6105,464+146+3%$526.9K$511.0K-$16.0K2026-11-03
4J Wealth Management LLC
NEW5,591—+5,591——$507.9K—2026-11-02
ARK & TLK Investments, LLC
DECREASED5,5165,892-376-6%$568.2K$501.1K-$67.2K2026-10-20
Cohen Investment Advisors LLC
INCREASED5,4985,091+407+8%$491.0K$499.4K+$8.5K2026-10-20
Activest Wealth Management
DECREASED5,3036,172-869-14%$595.2K$481.7K-$113.5K2026-10-15
McAdam, LLC
DECREASED5,2595,663-404-7%$546.2K$477.7K-$68.5K2026-10-21
First Horizon Corp
DECREASED5,1535,642-489-9%$544.1K$468.1K-$76.0K2026-10-26
Horst & Graben Wealth Management LLC
DECREASED4,9495,946-997-17%$570.6K$449.5K-$121.1K2026-11-02
Verus Capital Partners, LLC
INCREASED4,9364,406+530+12%$424.9K$448.3K+$23.4K2026-11-03
Insight Advisors, LLC/ PA
INCREASED4,8574,732+125+3%$456.3K$441.3K-$15.1K2026-10-22
Sculati Wealth Management, LLC
DECREASED4,8484,935-87-2%$471.4K$441.6K-$29.9K2026-10-19
Strategic Blueprint, LLC
DECREASED4,8256,174-1,349-22%$595.5K$438.3K-$157.1K2026-10-22
Pinnacle Financial Group, LLC / IL
INCREASED4,7714,467+304+7%$430.8K$433.4K+$2.6K2026-10-29
Sterling Investment Counsel, LLC
DECREASED4,7714,948-177-4%$477.2K$433.4K-$43.8K2026-10-19
RFG Advisory, LLC
DECREASED4,7585,048-290-6%$486.9K$432.2K-$54.7K2026-11-03
Belpointe Asset Management LLC
INCREASED4,7454,289+456+11%$413.7K$431.1K+$17.4K2026-11-09
Fortis Capital Advisors, LLC
INCREASED4,7454,289+456+11%$413.7K$431.1K+$17.4K2026-11-09
HCR Wealth Advisors
UNCHANGED4,7124,71200%$454.4K$428.0K-$26.4K2026-10-15
Koshinski Asset Management, Inc.
INCREASED4,5863,942+644+16%$380.2K$416.6K+$36.4K2026-10-29
Old National Bancorp
INCREASED4,5194,486+33+1%$432.6K$410.5K-$22.1K2026-10-20
Quad-Cities Investment Group, LLC
INCREASED4,3644,186+178+4%$403.7K$396.4K-$7.3K2026-10-16
Sharkey, Howes & Javer
DECREASED4,2924,430-138-3%$427.3K$389.9K-$37.3K2026-10-22
Bellwether Advisors, LLC
INCREASED4,2724,175+97+2%$402.6K$388.1K-$14.5K2026-11-09
Plan A Wealth LLC
DECREASED4,2354,410-175-4%$425.3K$384.8K-$40.5K2026-10-08
Montecito Bank & Trust
INCREASED4,1994,180+19+0%$403.1K$381.4K-$21.7K2026-10-01
Waystone Advisors LLC
UNCHANGED4,1924,19200%$404.3K$404.3K$02026-10-16
Wagner Wealth Management, Corp
INCREASED4,1314,111+20+0%$396.5K$375.3K-$21.2K2026-10-20
Orba Wealth Advisors, L.L.C.
INCREASED4,1283,884+244+6%$374.6K$375.0K+$4152026-10-23
Strategic Financial Services, Inc.
DECREASED4,0964,186-90-2%$403.7K$372.1K-$31.6K2026-11-10
Private Trust Co NA
INCREASED3,9163,869+47+1%$373.2K$355.7K-$17.5K2026-10-20
Dynamic Advisor Solutions LLC
DECREASED3,8844,330-446-10%$417.6K$352.8K-$64.8K2026-10-13
Blair William & Co
INCREASED3,8683,718+150+4%$358.6K$351.4K-$7.2K2026-11-10
CoreCap Advisors, LLC
INCREASED3,8193,068+751+24%$295.9K$346.9K+$51.0K2026-10-08
Wespac Advisors, LLC
DECREASED3,7905,613-1,823-32%$541.3K$344.3K-$197.0K2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED3,7783,891-113-3%$375.3K$343.2K-$32.1K2026-10-20
Avior Wealth Management, LLC
INCREASED3,7763,725+51+1%$359.3K$343.0K-$16.3K2026-10-13
Sterling Financial Planning, Inc.
DECREASED3,7763,825-49-1%$368.8K$343.0K-$25.9K2026-10-28
Endeavor Private Wealth, Inc.
DECREASED3,7744,424-650-15%$426.7K$342.8K-$83.9K2026-11-05
LFA - Lugano Financial Advisors SA
DECREASED3,7115,233-1,522-29%$487.1K$337.1K-$150.0K2026-11-03
Apeiron RIA LLC
NEW3,710—+3,710——$334.9K—2026-10-08
Donaldson Capital Management, LLC
UNCHANGED3,6563,65600%$352.6K$332.1K-$20.5K2026-11-09
Pinion Investment Advisors, LLC
DECREASED3,6213,924-303-8%$378.4K$328.9K-$49.5K2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
NEW3,493—+3,493——$317.0K—2026-10-14
TSA Wealth Managment LLC
DECREASED3,4684,480-1,012-23%$432.1K$315.0K-$117.0K2026-10-22
Arwa LLC
DECREASED3,4315,192-1,761-34%$496.3K$313.1K-$183.2K2026-10-21
Rossby Financial, LCC
DECREASED3,4073,576-169-5%$344.9K$309.5K-$35.3K2026-11-05
First Citizens Bank & Trust Co
DECREASED3,3703,449-79-2%$332.6K$306.1K-$26.5K2026-10-14
Tennessee Valley Asset Management Partners
DECREASED3,3493,390-41-1%$326.9K$304.3K-$22.7K2026-11-03
Americana Partners, LLC
INCREASED3,3403,334+6+0%$321.6K$303.4K-$18.2K2026-10-28
Stewardship Advisors, LLC
INCREASED3,3293,181+148+5%$306.8K$302.4K-$4.4K2026-10-20
Great Valley Advisor Group, Inc.
INCREASED3,2973,280+17+1%$316.3K$299.5K-$16.8K2026-11-09
Advus Financial Partners, LLC
DECREASED3,29013,556-10,266-76%$1.3M$298.9K-$1.0M2026-10-20
Atlas Legacy Advisors, LLC
DECREASED3,2893,364-75-2%$324.4K$298.8K-$25.7K2026-11-10
IPG Investment Advisors LLC
UNCHANGED3,2833,28300%$316.6K$298.2K-$18.4K2026-10-30
Finley Financial, LLC
UNCHANGED3,2403,24000%$312.5K$292.4K-$20.0K2026-10-28
Wedbush Securities Inc
DECREASED3,2163,431-215-6%$331.0K$292.0K-$39.0K2026-10-22
Creative Financial Designs Inc
DECREASED3,19319,377-16,184-84%$1.9M$290.1K-$1.6M2026-11-04
LexAurum Advisors, LLC
DECREASED3,1753,393-218-6%$327.2K$288.4K-$38.8K2026-10-19
Banco Santander, S.A.
INCREASED3,1362,971+165+6%$286.5K$284.9K-$1.6K2026-11-10
4Thought Financial Group Inc.
INCREASED3,1353,121+14+0%$301.0K$284.8K-$16.3K2026-11-02
Integris Wealth Management, LLC
DECREASED3,0833,118-35-1%$300.7K$280.0K-$20.7K2026-10-14
Advisory Solutions Group, LLC
DECREASED3,0613,915-854-22%$377.6K$278.1K-$99.5K2026-10-14
Vericrest Private Wealth
DECREASED3,0333,233-200-6%$311.8K$275.6K-$36.3K2026-10-21
Gamma Investing LLC
INCREASED3,0122,659+353+13%$256.4K$273.6K+$17.2K2026-10-08
Form Wealth Advisors, LLC
DECREASED2,9804,693-1,713-36%$452.5K$270.7K-$181.8K2026-10-13
Center For Asset Management LLC
DECREASED2,9786,590-3,612-55%$635.5K$270.6K-$365.0K2026-10-16
Brown Wealth Management, LLC
INCREASED2,9632,666+297+11%$257.1K$269.1K+$12.1K2026-10-20
One Way Holdings LLC
INCREASED2,9352,502+433+17%$241.3K$266.6K+$25.3K2026-10-29
Walled Lake Planning & Wealth Management, LLC
UNCHANGED2,9302,93000%$282.6K$266.2K-$16.4K2026-10-29
Legacy Edge Advisors, LLC
NEW2,863—+2,863——$260.1K—2026-11-06
Strathmore Capital Advisors, Inc.
DECREASED2,8562,990-134-4%$285.2K$262.6K-$22.5K2026-11-09
J.W. Cole Advisors, Inc.
INCREASED2,8562,733+123+5%$263.6K$259.4K-$4.2K2026-11-05
Creekside Partners
INCREASED2,8102,808+2+0%$270.8K$255.2K-$15.6K2026-11-04
Davidson Trust Co
UNCHANGED2,8022,80200%$270.2K$254.5K-$15.7K2026-10-09
Perigon Wealth Management, LLC
INCREASED2,7722,490+282+11%$240.1K$251.8K+$11.7K2026-10-22
Beacon Financial Group
DECREASED2,7422,829-87-3%$272.8K$249.1K-$23.7K2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED2,7272,664+63+2%$256.9K$247.7K-$9.2K2026-10-14
XY Planning Network, Inc.
NEW2,722—+2,722——$247.3K—2026-10-14
ASL Financial, LLC
UNCHANGED2,7142,71400%$261.7K$246.5K-$15.2K2026-10-15
Sage Advisory Services, Ltd.Co.
DECREASED2,6872,707-20-1%$261.0K$244.0K-$17.0K2026-10-29
KG Capital Management
DECREASED2,6703,395-725-21%$327.4K$242.5K-$84.9K2026-10-15
HF Advisory Group, LLC
INCREASED2,6652,517+148+6%$242.8K$242.1K-$6692026-10-09
Ground Swell Capital, LLC
NEW2,662—+2,662——$241.8K—2026-11-09
Pinnacle Wealth Planning Services, Inc.
DECREASED2,6524,014-1,362-34%$387.1K$240.9K-$146.2K2026-10-27
Cypress Wealth Services, LLC
DECREASED2,6313,056-425-14%$294.7K$239.2K-$55.5K2026-10-21
Leavell Investment Management, Inc.
UNCHANGED2,6202,62000%$252.7K$238.0K-$14.7K2026-11-09
International Assets Investment Management, LLC
INCREASED2,6012,430+171+7%$233.3K$234.8K+$1.4K2026-11-02
Axxcess Wealth Management, LLC
INCREASED2,5262,162+364+17%$208.5K$229.4K+$20.9K2026-10-21
Retirement Planning Group, LLC
INCREASED2,5052,492+13+1%$240.3K$227.6K-$12.7K2026-10-19
Trust Point Inc.
DECREASED2,5002,602-102-4%$250.9K$227.1K-$23.8K2026-10-27
Kickstand Ventures, Llc.
DECREASED2,4942,994-500-17%$288.7K$226.6K-$62.2K2026-11-09
Flywheel Private Wealth LLC
NEW2,448—+2,448——$222.4K—2026-11-02
Larson Financial Group LLC
INCREASED2,3712,151+220+10%$207.5K$215.3K+$7.9K2026-11-05
LifeGoal Investments, LLC
NEW2,367—+2,367——$215.0K—2026-10-09
Revolve Wealth Partners, LLC
UNCHANGED2,3652,36500%$228.1K$214.8K-$13.2K2026-10-23
Pinkerton Wealth, LLC
NEW2,340—+2,340——$212.6K—2026-10-29
Laurel OAK Wealth Management, LLC
DECREASED2,3212,630-309-12%$253.6K$210.8K-$42.8K2026-10-19
Centurion Wealth Management LLC
DECREASED2,3208,250-5,930-72%$795.7K$210.7K-$585.0K2026-10-13
SAX Wealth Advisors, LLC
NEW2,305—+2,305——$209.4K—2026-10-13
Claro Advisors Inc.
INCREASED2,3022,096+206+10%$202.2K$209.1K+$7.0K2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED2,2422,241+1+0%$216.2K$203.7K-$12.5K2026-10-16
HB Wealth Management, LLC
DECREASED2,2169,563-7,347-77%$922.3K$201.3K-$721.0K2026-10-23
Sigma Planning Corp
NEW2,207—+2,207——$200.7K—2026-10-23
Balefire, LLC
DECREASED2,2072,289-82-4%$220.8K$200.5K-$20.3K2026-10-09
Guidance Capital, Inc
DECREASED2,1903,223-1,033-32%$308.1K$201.0K-$107.1K2026-11-03
Allworth Financial LP
INCREASED2,1762,170+6+0%$209.2K$209.8K+$6062026-11-06
United Community Bank
UNCHANGED2,1102,11000%$203.5K$191.7K-$11.8K2026-10-28
Harbour Investments, Inc.
DECREASED1,9133,954-2,041-52%$381.3K$173.8K-$207.5K2026-11-09
City Holding Co
DECREASED1,7501,805-55-3%$174.1K$159.0K-$15.1K2026-10-19
Eastern Bank
UNCHANGED1,7211,72100%$166.0K$156.3K-$9.6K2026-10-05
Breakwater Investment Management
DECREASED1,6563,147-1,491-47%$303.5K$150.4K-$153.1K2026-10-20
Mosley Wealth Management
DECREASED1,6011,712-111-6%$165.1K$147.0K-$18.1K2026-10-16
TD Waterhouse Canada Inc.
DECREASED1,5761,917-341-18%$184.0K$142.3K-$41.7K2026-10-16
Pflug Koory, LLC
UNCHANGED1,5761,57600%$152.0K$143.2K-$8.8K2026-10-26
Latitude Advisors, LLC
NEW1,519—+1,519——$138.0K—2026-10-27
Clearstead Advisors, LLC
INCREASED1,4261,425+1+0%$137.5K$129.5K-$8.0K2026-11-06
AlphaCentric Advisors LLC
DECREASED1,4155,148-3,733-73%$496.5K$128.5K-$367.9K2026-11-03
Darwin Wealth Management, LLC
DECREASED1,3831,483-100-7%$143.1K$125.7K-$17.4K2026-11-09
Westside Investment Management, Inc.
INCREASED1,3711,365+6+0%$131.6K$124.6K-$7.1K2026-11-02
IFG Advisory, LLC
DECREASED1,3121,390-78-6%$134.1K$119.2K-$14.9K2026-11-09
Versant Capital Management, Inc
UNCHANGED1,2651,26500%$122.0K$114.9K-$7.1K2026-10-02
Lanark Financial, Inc.
INCREASED1,2041,191+13+1%$114.9K$109.4K-$5.5K2026-10-26
Pacifica Partners Inc.
INCREASED1,186845+341+40%$81.2K$107.0K+$25.8K2026-10-09
Barrett & Company, Inc.
INCREASED1,1701,155+15+1%$111.4K$106.2K-$5.1K2026-10-22
Glass Jacobson Investment Advisors llc
INCREASED1,0661,052+14+1%$101.5K$96.8K-$4.7K2026-10-26
Barnes Dennig Private Wealth Management LLC
INCREASED1,0461,027+19+2%$99.0K$95.0K-$4.0K2026-10-30
Gilpin Wealth Management, LLC
DECREASED1,0391,134-95-8%$109.4K$94.4K-$15.0K2026-10-09
PFS Partners, LLC
UNCHANGED98198100%$94.6K$89.1K-$5.5K2026-10-21
Hyposwiss Advisors SA
UNCHANGED97597500%$94.0K$88.6K-$5.5K2026-10-26
Tsfg, LLC
DECREASED867915-48-5%$88.0K$79.0K-$9.0K2026-10-23
First United Bank & Trust
DECREASED8351,177-342-29%$113.5K$75.9K-$37.7K2026-10-22
Sunrise Financial Services, LLC
DECREASED8291,089-260-24%$105.1K$75.3K-$29.8K2026-10-21
Blue Trust, Inc.
DECREASED7691,206-437-36%$116.3K$69.9K-$46.5K2026-10-15
Nuveen, LLC
NEW712—+712——$65.0K—2026-11-10
Luminist Capital LLC
INCREASED677429+248+58%$41.4K$61.5K+$20.1K2026-11-10
Wolff Wiese Magana LLC
UNCHANGED66666600%$64.2K$60.5K-$3.7K2026-10-15
Mcdonald Partners LLC
INCREASED650422+228+54%$40.7K$59.0K+$18.3K2026-11-03
Three Bridge Wealth Advisors, LLC
DECREASED6064,421-3,815-86%$426.4K$55.0K-$371.3K2026-11-05
American National Bank & Trust
UNCHANGED59059000%$56.9K$53.6K-$3.3K2026-10-07
J. R. Prunier Capital Management LLC
INCREASED583575+8+1%$55.5K$52.9K-$2.6K2026-11-09
Central Pacific Bank - Trust Division
INCREASED570543+27+5%$52.4K$51.8K-$5882026-10-06
Sava Infond d.o.o.
UNCHANGED55055000%$53.0K$50.0K-$3.1K2026-10-28
Cape Investment Advisory, Inc.
INCREASED536530+6+1%$51.1K$48.7K-$2.4K2026-10-13
Root Financial Partners, LLC
NEW534—+534——$48.5K—2026-10-21
Olistico Wealth, LLC
DECREASED525576-51-9%$55.5K$47.7K-$7.9K2026-10-05
Pioneer Family Office, LLC
UNCHANGED52552500%$50.6K$47.7K-$2.9K2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED50950900%$49.1K$46.2K-$2.9K2026-10-21
JTC Employer Solutions Trustee Ltd
UNCHANGED50050000%$48.0K$45.0K-$3.0K2026-11-09
Capital Investment Counsel, Inc
INCREASED470390+80+21%$37.6K$42.7K+$5.1K2026-10-20
Nfsg Corp
INCREASED445439+6+1%$42.4K$40.4K-$1.9K2026-10-15
Golden State Wealth Management, LLC
INCREASED412411+1+0%$39.7K$37.5K-$2.2K2026-11-02
WPG Advisers, LLC
INCREASED406350+56+16%$33.8K$36.9K+$3.1K2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
NEW401—+401——$36.4K—2026-10-14
Evolution Wealth Management Inc.
DECREASED390395-5-1%$38.1K$35.4K-$2.7K2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED38738700%$37.3K$35.2K-$2.2K2026-10-13
Compass Financial Management LLC
INCREASED360326+34+10%$31.5K$32.7K+$1.3K2026-10-30
West Branch Capital LLC
UNCHANGED33533500%$32.3K$30.4K-$1.9K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED331266+65+24%$25.7K$30.1K+$4.5K2026-10-30
Nova Financial LLC
NEW315—+315——$28.6K—2026-11-04
Balance Wealth Partners LLC
NEW303—+303——$27.5K—2026-10-27
MassMutual Private Wealth & Trust, FSB
INCREASED300280+20+7%$27.0K$27.3K+$2492026-10-05
Cassaday & Co Wealth Management LLC
INCREASED287218+69+32%$21.0K$26.1K+$5.0K2026-10-27
Elevation Wealth Partners, LLC
INCREASED28146+235+511%$4.4K$25.5K+$21.1K2026-10-07
Fiduciary Advisors, Inc.
UNCHANGED26926900%$25.9K$24.4K-$1.5K2026-10-16
Buck Wealth Strategies, LLC
INCREASED267136+131+96%$13.1K$24.3K+$11.2K2026-10-28
Cullen T Bankers, Inc.
INCREASED263262+1+0%$25.3K$23.9K-$1.4K2026-10-28
Ameliora Wealth Management Ltd.
UNCHANGED25025000%$24.1K$22.7K-$1.4K2026-10-23
Key FInancial Inc
DECREASED249314-65-21%$30.3K$22.6K-$7.7K2026-11-02
Founders Financial Alliance, LLC
INCREASED241240+1+0%$23.2K$21.9K-$1.2K2026-11-10
Dynamic Wealth Strategies, LLC
DECREASED210273-63-23%$26.3K$19.1K-$7.3K2026-10-16
Cherry Tree Wealth Management, LLC
DECREASED209393-184-47%$37.9K$19.0K-$18.9K2026-10-15
Bayban
UNCHANGED20720700%$20.0K$20.0K$02026-11-05
Wilmington Savings Fund Society, FSB
INCREASED206109+97+89%$10.5K$18.7K+$8.2K2026-10-23
Winch Advisory Services, LLC
INCREASED202199+3+2%$19.2K$18.3K-$8822026-11-06
Armstrong Advisory Group, Inc
UNCHANGED20120100%$19.4K$18.3K-$1.1K2026-10-09
Angeles Wealth Management, LLC
NEW199—+199——$18.1K—2026-10-26
Blueline Advisors LLC
INCREASED193136+57+42%$13.1K$17.5K+$4.4K2026-10-15
Downshift Financial, LLC
UNCHANGED19019000%$18.3K$17.3K-$1.1K2026-10-13
Ascentis Wealth Management, LLC
UNCHANGED18318300%$17.7K$16.7K-$1.0K2026-11-03
Anchor Investment Management, LLC
UNCHANGED15815800%$15.2K$14.4K-$8852026-11-10
Hurley Capital, LLC
UNCHANGED15415400%$14.9K$14.0K-$8632026-11-05
First Financial Corp
UNCHANGED14514500%$14.0K$13.2K-$8122026-10-13
Tompkins Financial Corp
UNCHANGED14214200%$13.7K$12.9K-$7952026-10-05
Greykasell Wealth Strategies, Inc.
UNCHANGED13613600%$13.1K$12.4K-$7622026-11-09
Triumph Capital Management
UNCHANGED13013000%$12.5K$11.8K-$7282026-10-14
Farmers & Merchants Investments Inc
INCREASED1284+124+3100%$386$11.6K+$11.2K2026-10-22
Hantz Financial Services, Inc.
DECREASED123125-2-2%$12.0K$11-$12.0K2026-11-09
Avion Wealth
UNCHANGED12112100%$11$10-$12026-11-04
Trust Co
NEW116—+116——$10.5K—2026-10-09
Brown, Lisle Ings, Inc.
UNCHANGED11611600%$11.2K$10.5K-$6502026-10-16
Bangor Savings Bank
INCREASED115113+2+2%$10.9K$10.4K-$5012026-10-06
Russell Investments Group, Ltd.
INCREASED11237+75+203%$3.6K$10.2K+$6.6K2026-11-06
EPG Wealth Management LLC
DECREASED107110-3-3%$10.6K$9.7K-$8882026-11-03
North Star Investment Management Corp.
UNCHANGED10010000%$9.6K$9.1K-$5602026-10-27
Friedenthal Financial
DECREASED9745,013-44,916-100%$4.3M$8.8K-$4.3M2026-10-27
Financial Management Professionals, Inc.
NEW96—+96——$8.7K—2026-10-23
Ares Financial Consulting, LLC
UNCHANGED929200%$8.9K$8.4K-$5052026-10-19
Strive Financial Group,LLC
INCREASED9070+20+29%$6.8K$8.2K+$1.4K2026-11-09
Silver Grove Financial Group, Inc.
DECREASED89117-28-24%$11.3K$8.0K-$3.3K2026-11-05
Signature Equity Partners, LLC
NEW88—+88——$8.0K—2026-10-29
Meriwether Wealth & Planning, LLC
NEW88—+88——$8.0K—2026-10-13
GK Wealth Management LLC
NEW81—+81——$7.4K—2026-10-09
Smallwood Wealth Investment Management, LLC
DECREASED8184-3-4%$8.1K$7.4K-$7422026-10-30
Boyd Watterson Asset Management LLC
UNCHANGED808000%$7.7K$7.3K-$4482026-11-06
Toth Financial Advisory Corp
NEW67—+67——$6.1K—2026-10-08
Nemes Rush Group LLC
UNCHANGED636300%$6.1K$5.7K-$3532026-11-04
Rydar Equities, Inc.
NEW54—+54——$4.9K—2026-10-13
Transce3nd, LLC
NEW53—+53——$4.8K—2026-10-26
Parkside Financial Bank & Trust
DECREASED5168-17-25%$6.6K$4.6K-$1.9K2026-10-27
AlphaCore Capital LLC
INCREASED5148+3+6%$4.6K$4.6K-$142026-11-04
N.E.W. Advisory Services LLC
UNCHANGED515100%$4.9K$4.6K-$2852026-11-09
Hilltop National Bank
UNCHANGED505000%$4.8K$4.5K-$2802026-10-14
Plante Moran Financial Advisors, LLC
NEW45—+45——$4.1K—2026-11-04
Kingdom Financial Group Llc.
DECREASED4276-34-45%$7.3K$3.8K-$3.5K2026-11-04
Lloyd Advisory Services, Llc.
INCREASED4140+1+3%$3.9K$3.7K-$1852026-11-02
Godfrey Financial Associates, Inc.
DECREASED3875-37-49%$7.2K$3.5K-$3.8K2026-11-10
Allspring Global Investments Holdings, LLC
INCREASED3531+4+13%$2.9K$3.1K+$1812026-11-04
CNB Bank
UNCHANGED343400%$3.3K$3.1K-$1902026-11-09
Rakuten Securities, Inc.
UNCHANGED323200%$3.1K$2.9K-$1792026-11-02
Advocate Investing Services LLC
DECREASED3156-25-45%$5.4K$2.8K-$2.6K2026-10-26
Networth Advisors, LLC
NEW30—+30——$2.7K—2026-11-03
Investors Research Corp
INCREASED2923+6+26%$2.2K$2.6K+$4162026-10-07
Reap Financial Group, LLC
UNCHANGED292900%$2.8K$2.6K-$1632026-11-02
Jacobi Capital Management LLC
NEW22—+22——$2.0K—2026-11-05
Towne Trust Company, N.a
DECREASED1893-75-81%$9.0K$1.6K-$7.3K2026-10-28
Hilton Head Capital Partners, LLC
UNCHANGED171700%$1.6K$1.5K-$952026-10-23
Financial Network Wealth Advisors LLC
NEW15—+15——$1.4K—2026-10-28
Signaturefd, LLC
UNCHANGED151500%$1.4K$1.3K-$832026-10-23
PlanVest Financial, Inc
UNCHANGED141400%$1.3K$1.2K-$642026-11-09
Trust Co of Toledo NA
UNCHANGED111100%$1.1K$999-$622026-10-16
Asset Dedication, LLC
UNCHANGED101000%$965$909-$562026-11-03
Signature Resources Capital Management, LLC
UNCHANGED101000%$964$908-$562026-10-16
Kings Path Partners LLC
UNCHANGED9900%$868$818-$502026-10-21
PayPay Securities Corp
UNCHANGED9900%$868$818-$502026-10-27
Moisand Fitzgerald Tamayo, LLC
NEW8—+8——$727—2026-10-15
Abound Wealth Management
DECREASED79-2-22%$891$659-$2322026-10-26
Raleigh Capital Management Inc.
UNCHANGED7700%$684$653-$312026-10-28
Vision Financial Markets LLC
UNCHANGED6600%$517$492-$252026-10-22
Spurstone Advisory Services, LLC
UNCHANGED6600%$576$542-$342026-11-02
Salomon & Ludwin, LLC
UNCHANGED6600%$576$545-$312026-10-29
Portfolio Resources Advisor Group, Inc.
UNCHANGED6600%$586$552-$342026-10-20
Gables Capital Management Inc.
UNCHANGED6600%$579$545-$342026-11-04
Alerus Financial NA
UNCHANGED6600%$579$545-$342026-11-09
Quaker Wealth Management, LLC
UNCHANGED6600%$579$546-$332026-10-22
Retirement Wealth Solutions LLC
INCREASED54+1+25%$434$414-$202026-10-07
MTM Investment Management, LLC
UNCHANGED5500%$482$454-$282026-10-30
American Capital Advisory, LLC
UNCHANGED5500%$483$455-$282026-10-28
Birch Financial Group, LLC
NEW4—+4——$342—2026-10-27
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED4400%$386$364-$222026-10-07
Realta Investment Advisors
DECREASED34-1-25%$386$273-$1132026-10-14
Bear Mountain Capital, Inc.
INCREASED32+1+50%$237$229-$82026-11-04
NBT Bank, N.A.
UNCHANGED3300%$289$273-$162026-10-21
Register Financial Advisors LLC
UNCHANGED3300%$289$273-$162026-10-23
Concord Wealth Partners
UNCHANGED2200%$154$147-$72026-11-02
UMB Private Wealth Management, LLC
NEW1—+1——$91—2026-10-19
Markowski Investments
INCREASED10+1—$44$42-$22026-10-30
Inspire Investing, LLC
UNCHANGED1100%$74$70-$42026-10-22
Ocean Park Asset Management, LLC
CLOSED0693,623-693,623-100%$66.9M$0-$66.9M2026-10-21
Blackhawk Capital Partners, LLC
CLOSED073,221-73,221-100%$7.1M$0-$7.1M2026-11-10
Sierra Ocean, LLC
CLOSED059,192-59,192-100%$5.7M$0-$5.7M2026-11-03
Exchange Traded Concepts, LLC
CLOSED048,323-48,323-100%$4.7M$0-$4.7M2026-10-28
Edgestream Partners, L.P.
CLOSED038,215-38,215-100%$3.7M$0-$3.7M2026-11-10
Principal Financial Group Inc
CLOSED028,664-28,664-100%$2.8M$0-$2.8M2026-11-02
Pacific Excel Wealth Advisors, Inc.
CLOSED026,282-26,282-100%$2.5M$0-$2.5M2026-10-27
Basso Capital Management, L.P.
CLOSED024,597-24,597-100%$2.4M$0-$2.4M2026-10-30
Chesapeake Capital Corp
CLOSED022,793-22,793-100%$2.2M$0-$2.2M2026-11-09
Jefferies Financial Group Inc.
CLOSED020,179-20,179-100%$1.9M$0-$1.9M2026-11-05
Elevated Financial Group LLC
CLOSED017,754-17,754-100%$1.7M$0-$1.7M2026-10-16
Q3 Asset Management
CLOSED011,937-11,937-100%$1.2K$0-$1.2K2026-11-06
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED011,762-11,762-100%$1.1M$0-$1.1M2026-10-14
Innealta Capital, LLC
CLOSED06,037-6,037-100%$582.2K$0-$582.2K2026-11-02
Ryan Investment Management, Inc.
CLOSED05,186-5,186-100%$500.1K$0-$500.1K2026-10-20
Global Assets Advisory, LLC
CLOSED05,051-5,051-100%$485.1K$0-$485.1K2026-10-28
1620 Investment Advisors, Inc.
CLOSED04,555-4,555-100%$439.3K$0-$439.3K2026-11-04
James Investment Research, Inc.
CLOSED04,474-4,474-100%$431.5K$0-$431.5K2026-10-22
CPA Asset Management Group, LLC
CLOSED03,845-3,845-100%$370.8K$0-$370.8K2026-10-26
Saxony Capital Management, LLC
CLOSED03,534-3,534-100%$340.8K$0-$340.8K2026-10-15
HBW Advisory Services LLC
CLOSED03,249-3,249-100%$313.3K$0-$313.3K2026-10-15
Garde Capital, Inc.
CLOSED03,191-3,191-100%$307.7K$0-$307.7K2026-10-29
Facet Wealth, Inc.
CLOSED03,113-3,113-100%$300.2K$0-$300.2K2026-11-04
Squarepoint Ops LLC
CLOSED02,961-2,961-100%$285.6K$0-$285.6K2026-11-09
CFS Investment Advisory Services, LLC
CLOSED02,624-2,624-100%$252.4K$0-$252.4K2026-10-19
Regimen Wealth, LLC
CLOSED02,605-2,605-100%$251.2K$0-$251.2K2026-11-09
Upper Left Wealth Management, LLC
CLOSED02,574-2,574-100%$248.2K$0-$248.2K2026-10-14
Scarborough Advisors, LLC
CLOSED02,422-2,422-100%$233.5K$0-$233.5K2026-10-16
Petros Family Wealth, LLC
CLOSED02,354-2,354-100%$227.0K$0-$227.0K2026-10-28
BankPlus Trust Department
CLOSED02,348-2,348-100%$226.4K$0-$226.4K2026-11-06
Affinity Capital Advisors, LLC
CLOSED02,323-2,323-100%$223.8K$0-$223.8K2026-10-13
Worth Financial Advisory Group, LLC
CLOSED02,244-2,244-100%$216.4K$0-$216.4K2026-10-19
NorthLanding Financial Partners, LLC
CLOSED02,187-2,187-100%$210.9K$0-$210.9K2026-10-15
Shepherd Financial Partners LLC
CLOSED02,184-2,184-100%$210.6K$0-$210.6K2026-11-03
Focus Financial Network, Inc.
CLOSED02,104-2,104-100%$202.9K$0-$202.9K2026-10-14
Elevated Capital Advisors, LLC
CLOSED01,724-1,724-100%$166.3K$0-$166.3K2026-11-04
Centennial Bank
CLOSED01,432-1,432-100%$138.1K$0-$138.1K2026-11-09
JFS Wealth Advisors, LLC
CLOSED01,283-1,283-100%$123.7K$0-$123.7K2026-11-03
Summit Wealth Group, LLC
CLOSED01,164-1,164-100%$112.3K$0-$112.3K2026-11-09
Cornerstone Planning Group LLC
CLOSED0719-719-100%$68.4K$0-$68.4K2026-10-16
Atlatl Advisers LLC
CLOSED0453-453-100%$43.7K$0-$43.7K2026-10-22
Ironwood Wealth Management, Llc.
CLOSED0428-428-100%$41.3K$0-$41.3K2026-10-28
Brooklyn FI, LLC
CLOSED0231-231-100%$22.0K$0-$22.0K2026-11-05
Cardinal Strategic Wealth Guidance
CLOSED0137-137-100%$13.2K$0-$13.2K2026-11-02
Stone House Investment Management, LLC
CLOSED0135-135-100%$13.0K$0-$13.0K2026-10-23
LifeSteps Financial, Inc.
CLOSED0135-135-100%$13.0K$0-$13.0K2026-10-15
BankChampaign, National Association
CLOSED0130-130-100%$12.5K$0-$12.5K2026-10-19
Tucker Asset Management LLC
CLOSED0123-123-100%$11.9K$0-$11.9K2026-10-29
Solstein Capital, LLC
CLOSED075-75-100%$7.2K$0-$7.2K2026-11-02
Maseco LLP
CLOSED074-74-100%$7.1K$0-$7.1K2026-10-27
Institute for Wealth Management, Llc.
CLOSED060-60-100%$5.8K$0-$5.8K2026-11-06
Salem Investment Counselors Inc
CLOSED031-31-100%$3.0K$0-$3.0K2026-10-13
Hazlett, Burt & Watson, Inc.
CLOSED030-30-100%$3$0-$32026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED024-24-100%$2.3K$0-$2.3K2026-10-14
SYM Financial Corp
CLOSED015-15-100%$1.4K$0-$1.4K2026-10-26
Chilton Capital Management LLC
CLOSED08-8-100%$772$0-$7722026-10-28
Kozak & Associates, Inc.
CLOSED000—$48$0-$482026-10-29
Horizon Financial Services, LLC
UNCHANGED000—$0$0$02026-11-04
Wells Fargo & Company
N/A—20,941,930-20,941,930-100%$2.0B———
UBS Group AG
N/A—10,780,504-10,780,504-100%$1.0B———
BNP Paribas Financial Markets
N/A—7,308,016-7,308,016-100%$704.8M———
Goldman Sachs Group Inc
N/A—6,569,501-6,569,501-100%$633.6M———
Bank of America Corp
N/A—4,819,182-4,819,182-100%$464.8M———
HSBC Holdings PLC
N/A—4,660,790-4,660,790-100%$450.7M———
Betterment LLC
N/A—4,614,236-4,614,236-100%$445.0M———
Morgan Stanley
N/A—3,399,980-3,399,980-100%$327.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,841,865-2,841,865-100%$274.1M———
Royal Bank of Canada
N/A—2,782,023-2,782,023-100%$268.3M———
Polianta Ltd
N/A—2,151,000-2,151,000-100%$207.4K———
UBS Asset Management Americas LLC
N/A—2,149,751-2,149,751-100%$207.3M———
JPMorgan Chase & Co
N/A—2,092,124-2,092,124-100%$202.6M———
BlackRock, Inc.
N/A—1,816,405-1,816,405-100%$175.2M———
CI Investments Inc.
N/A—1,791,803-1,791,803-100%$172.8M———
Ameriprise Financial Inc
N/A—1,736,578-1,736,578-100%$167.3M———
Jane Street Group, LLC
N/A—1,063,774-1,063,774-100%$102.6M———
Sumitomo Life Insurance Co
N/A—890,369-890,369-100%$85.9M———
Neuberger Berman Group LLC
N/A—870,742-870,742-100%$84.0M———
1832 Asset Management L.P.
N/A—848,998-848,998-100%$81.9M———
Envestnet Asset Management Inc
N/A—847,831-847,831-100%$81.8M———
Man Group plc
N/A—780,196-780,196-100%$75.2M———
Nomura Asset Management Co LTD
N/A—692,712-692,712-100%$66.8M———
Prudent Investors Network, Inc.
N/A—557,163-557,163-100%$53.7M———
Sona Asset Management (US) LLC
N/A—536,466-536,466-100%$51.7M———
Federation des caisses Desjardins du Quebec
N/A—524,772-524,772-100%$50.6M———
Cetera Investment Advisers
N/A—438,708-438,708-100%$42.3M———
Steward Partners Investment Advisory, LLC
N/A—423,177-423,177-100%$40.8M———
Prudential Financial Inc
N/A—391,157-391,157-100%$37.7M———
Jupiter Topco LLC
N/A—385,765-385,765-100%$37.2M———
Manufacturers Life Insurance Company, the
N/A—383,484-383,484-100%$20.4M———
Jones Financial Companies Lllp
N/A—354,368-354,368-100%$34.2M———
Varma Mutual Pension Insurance Co
N/A—350,000-350,000-100%$33.8M———
Fukoku Mutual Life Insurance Co
N/A—340,000-340,000-100%$32.8M———
Financial Sense Advisors, Inc.
N/A—339,166-339,166-100%$32.7M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—274,505-274,505-100%$26.5M———
Raymond James Financial Inc
N/A—273,951-273,951-100%$26.4M———
Tidal Investments LLC
N/A—265,883-265,883-100%$25.5M———
SG Americas Securities, LLC
N/A—257,570-257,570-100%$24.8M———
Osaic Holdings, Inc.
N/A—256,146-256,146-100%$24.7M———
SageView Advisory Group, LLC
N/A—256,088-256,088-100%$24.7M———
SEI Investments Co
N/A—248,729-248,729-100%$24.0M———
Balyasny Asset Management L.P.
N/A—248,082-248,082-100%$23.9M———
Pure Financial Advisors, LLC
N/A—235,861-235,861-100%$22.7M———
Estate Counselors, LLC
N/A—228,425-228,425-100%$22.0M———
Checchi Capital Advisers, LLC
N/A—223,083-223,083-100%$21.5M———
Capitolis Liquid Global Markets LLC
N/A—220,600-220,600-100%$21.3M———
Horizon Investments, LLC
N/A—215,885-215,885-100%$20.6M———
Invst, LLC
N/A—212,408-212,408-100%$20.5M———
Jaffetilchin Investment Partners, LLC
N/A—201,095-201,095-100%$19.4M———
Equitable Holdings, Inc.
N/A—194,075-194,075-100%$18.7M———
Cerity Partners LLC
N/A—186,416-186,416-100%$15.7M———
Financial Advisors Network, Inc.
N/A—184,579-184,579-100%$17.8M———
Qube Research & Technologies Ltd
N/A—172,403-172,403-100%$16.6M———
Syon Capital LLC
N/A—169,689-169,689-100%$16.4M———
Nissay Asset Management Corp N
N/A—164,696-164,696-100%$15.9M———
First Trust Bank, Ltd.
N/A—158,000-158,000-100%$15.2M———
Centiva Capital, LP
N/A—157,000-157,000-100%$15.1M———
1 North Wealth Services LLC
N/A—144,539-144,539-100%$13.9M———
Northwestern Mutual Wealth Management Co
N/A—144,333-144,333-100%$13.9M———
Invesco Ltd.
N/A—144,000-144,000-100%$13.9M———
Alliancebernstein L.P.
N/A—141,877-141,877-100%$13.3M———
Allianz Asset Management GmbH
N/A—133,866-133,866-100%$12.9M———
Millennium Management LLC
N/A—132,521-132,521-100%$12.8M———
National Bank of Canada
N/A—128,001-128,001-100%$12.3M———
Tiaa Trust, National Association
N/A—118,214-118,214-100%$11.4M———
Mercer Global Advisors Inc
N/A—113,442-113,442-100%$10.9M———
HRT Financial LP
N/A—110,377-110,377-100%$10.6M———
Crabel Capital Management, LLC
N/A—107,630-107,630-100%$10.4M———
Commerce Bank
N/A—103,888-103,888-100%$10.0M———
Mitsubishi UFJ Trust & Banking Corp
N/A—103,350-103,350-100%$10.0M———
Rockefeller Capital Management L.P.
N/A—102,589-102,589-100%$9.9M———
NorthCoast Asset Management LLC
N/A—99,733-99,733-100%$9.6M———
Citadel Advisors LLC
N/A—96,226-96,226-100%$9.3M———
Renaissance Technologies LLC
N/A—96,200-96,200-100%$9.3M———
Mariner, LLC
N/A—95,952-95,952-100%$9.3M———
RWA Wealth Partners, LLC
N/A—90,377-90,377-100%$8.7M———
Berger Financial Group, Inc
N/A—87,545-87,545-100%$8.4M———
Point72 Asset Management, L.P.
N/A—84,200-84,200-100%$8.1M———
&partners
N/A—79,362-79,362-100%$7.6M———
Stifel Financial Corp
N/A—78,106-78,106-100%$7.5M———
Van Hulzen Asset Management, LLC
N/A—77,066-77,066-100%$7.4M———
Baird Financial Group, Inc.
N/A—75,001-75,001-100%$7.2M———
Arax Advisory Partners
N/A—71,268-71,268-100%$6.9M———
Guggenheim Capital LLC
N/A—67,511-67,511-100%$6.5M———
Stevens Capital Management LP
N/A—67,009-67,009-100%$6.5M———
NewEdge Advisors, LLC
N/A—66,941-66,941-100%$6.5M———
Fairview Capital Investment Management, LLC
N/A—60,840-60,840-100%$5.9M———
Headlands Technologies LLC
N/A—59,078-59,078-100%$5.7M———
Vestmark Advisory Solutions, Inc.
N/A—54,978-54,978-100%$5.3M———
Larch Capital Partners LLC
N/A—54,811-54,811-100%$5.3M———
OneDigital Investment Advisors LLC
N/A—53,019-53,019-100%$5.1M———
Financial Alternatives, Inc
N/A—52,613-52,613-100%$5.1M———
Sykon Capital LLC
N/A—52,181-52,181-100%$5.0M———
Two Sigma Investments, LP
N/A—51,690-51,690-100%$5.0M———
Trivium Point Advisory, LLC
N/A—51,562-51,562-100%$5.0M———
Integrated Wealth Concepts LLC
N/A—50,195-50,195-100%$4.8M———
Hancock Whitney Corp
N/A—46,800-46,800-100%$4.5M———
Sanctuary Advisors, LLC
N/A—46,162-46,162-100%$4.5M———
MML Investors Services, LLC
N/A—40,555-40,555-100%$3.9M———
State Farm Mutual Automobile Insurance Co
N/A—40,378-40,378-100%$3.9M———
Pathstone Holdings, LLC
N/A—40,223-40,223-100%$3.9M———
Caisse de Depot ET Placement DU Quebec
N/A—37,700-37,700-100%$3.6M———
LifePlan Investment Advisors, Inc.
N/A—35,216-35,216-100%$3.4M———
ArchPoint Investors
N/A—34,750-34,750-100%$3.4M———
Gallagher Fiduciary Advisors, LLC
N/A—32,368-32,368-100%$3.1M———
Savvy Advisors, Inc.
N/A—32,299-32,299-100%$3.1M———
First American Trust, FSB
N/A—31,878-31,878-100%$3.1M———
Ally Invest Advisors Inc.
N/A—31,138-31,138-100%$3.0M———
Beacon Pointe Advisors, LLC
N/A—30,860-30,860-100%$3.0M———
Gotham Asset Management, LLC
N/A—30,161-30,161-100%$2.9M———
AE Wealth Management LLC
N/A—29,438-29,438-100%$2.8M———
Nicolet Bankshares Inc
N/A—29,081-29,081-100%$2.8M———
Hilltop Holdings Inc.
N/A—27,515-27,515-100%$2.7M———
Focus Partners Wealth
N/A—26,401-26,401-100%$2.5M———
Beta Wealth Group, Inc.
N/A—25,949-25,949-100%$2.5M———
Garden State Investment Advisory Services LLC
N/A—25,153-25,153-100%$2.4M———
Sumitomo Mitsui Financial Group, Inc.
N/A—25,113-25,113-100%$2.4M———
Summit Financial, LLC
N/A—25,011-25,011-100%$2.4M———
Northern Trust Corp
N/A—25,003-25,003-100%$2.4M———
United Capital Financial Advisors, LLC
N/A—24,644-24,644-100%$2.4M———
Private Advisor Group, LLC
N/A—23,440-23,440-100%$2.3M———
Wrapmanager Inc
N/A—23,326-23,326-100%$2.2M———
SSA Swiss Advisors AG
N/A—21,697-21,697-100%$2.1M———
Hexagon Capital Partners LLC
N/A—21,286-21,286-100%$2.1M———
Richard W. Paul & Associates, LLC
N/A—21,268-21,268-100%$2.1M———
Global Retirement Partners, LLC
N/A—20,436-20,436-100%$2.0M———
Goldstone Financial Group, LLC
N/A—18,873-18,873-100%$1.8M———
Titan Global Capital Management USA LLC
N/A—18,755-18,755-100%$1.8M———
RIK Saylor Financial, Inc.
N/A—18,500-18,500-100%$1.8M———
Trajan Wealth LLC
N/A—18,495-18,495-100%$1.8M———
Liberty Wealth Management LLC
N/A—18,399-18,399-100%$1.7M———
Janney Montgomery Scott LLC
N/A—17,672-17,672-100%$1.7M———
EFG International AG
N/A—17,592-17,592-100%$1.7M———
Captrust Financial Advisors
N/A—17,073-17,073-100%$1.6M———
Prosperity Consulting Group, LLC
N/A—16,640-16,640-100%$1.6M———
EP Wealth Advisors, LLC
N/A—16,537-16,537-100%$1.6M———
Kensington Asset Management, LLC
N/A—16,462-16,462-100%$1.6M———
Peapack Gladstone Financial Corp
N/A—16,384-16,384-100%$1.6M———
Napier Financial, LLC
N/A—16,000-16,000-100%$1.5M———
Mpwm Advisory Solutions, LLC
N/A—15,899-15,899-100%$1.5M———
Independent Advisor Alliance
N/A—15,516-15,516-100%$1.5M———
Natixis Advisors, LLC
N/A—14,259-14,259-100%$1.4M———
Foster & Motley Inc
N/A—13,867-13,867-100%$1.3M———
Copia Wealth Management
N/A—13,833-13,833-100%$1.3M———
One Capital Management, LLC
N/A—13,732-13,732-100%$1.3M———
Custos Family Office, LLC
N/A—13,389-13,389-100%$1.3M———
Steadtrust LLC
N/A—13,251-13,251-100%$1.3M———
XTX Topco Ltd
N/A—13,064-13,064-100%$1.3M———
Vanguard Capital Management LLC
N/A—13,049-13,049-100%$1.3M———
49 Wealth Management, LLC
N/A—12,981-12,981-100%$1.3M———
Alongside, LLC
N/A—12,981-12,981-100%$1.3M———
Insigneo Advisory Services, LLC
N/A—12,798-12,798-100%$1.2M———
Venturi Wealth Management, LLC
N/A—12,763-12,763-100%$1.2M———
Mmbg Investment Advisors Co.
N/A—12,348-12,348-100%$1.2M———
Continuum Advisory, LLC
N/A—12,276-12,276-100%$1.2M———
Regal Investment Advisors LLC
N/A—12,099-12,099-100%$1.2M———
World Investment Advisors
N/A—12,065-12,065-100%$1.1M———
Two Sigma Securities, LLC
N/A—12,035-12,035-100%$1.2M———
Manning & Napier Advisors LLC
N/A—11,221-11,221-100%$1.1M———
Stock Yards Bank & Trust Co
N/A—10,947-10,947-100%$1.1M———
Sandro Wealth Management LLC
N/A—10,870-10,870-100%$1.0M———
Strategic Financial Partners, Ltd.
N/A—10,429-10,429-100%$1.0M———
First Trust Advisors LP
N/A—9,704-9,704-100%$935.9K———
JT Stratford LLC
N/A—9,573-9,573-100%$923.2K———
Alesco Advisors, LLC, An ESL Co
N/A—9,490-9,490-100%$915.2K———
Stratos Wealth Partners, Ltd.
N/A—9,418-9,418-100%$908.3K———
MAI Capital Management
N/A—9,386-9,386-100%$905.2K———
Advisors Asset Management, Inc.
N/A—9,350-9,350-100%$901.7K———
Crewe Advisors LLC
N/A—9,348-9,348-100%$901.5K———
Cape COD Five Cents Savings Bank
N/A—9,332-9,332-100%$900.0K———
Marex Group Ltd
N/A—9,043-9,043-100%$872.1K———
Prudential PLC
N/A—8,820-8,820-100%$850.6K———
Advisory Services Network, LLC
N/A—8,384-8,384-100%$808.6K———
CreativeOne Wealth, LLC
N/A—8,363-8,363-100%$806.6K———
Trustmark Bank Trust Department
N/A—8,301-8,301-100%$800.5K———
Mutual Advisors, LLC
N/A—8,258-8,258-100%$796.4K———
CIBC Bancorp USA Inc.
N/A—8,068-8,068-100%$795.9K———
Forefront Wealth Partners, LLC
N/A—7,886-7,886-100%$760.5K———
Susquehanna International Group, LLP
N/A—7,658-7,658-100%$738.5K———
RiverFront Investment Group, LLC
N/A—7,544-7,544-100%$727.5K———
Invictus Private Wealth, LLC
N/A—7,531-7,531-100%$726.3K———
American Financial Advisors, LLC
N/A—7,509-7,509-100%$724.2K———
Kovack Advisors, Inc.
N/A—7,503-7,503-100%$721.1K———
IQ EQ Fund Management (Ireland) Ltd
N/A—7,443-7,443-100%$717.8K———
Ridge Creek Global, Inc
N/A—6,985-6,985-100%$673.6K———
KKM Financial LLC
N/A—6,877-6,877-100%$663.2K———
Principal Securities, Inc.
N/A—6,845-6,845-100%$660.1K———
Readystate Asset Management LP
N/A—6,841-6,841-100%$659.7K———
AQR Capital Management LLC
N/A—6,711-6,711-100%$647.2K———
Dynasty Wealth Management, LLC
N/A—6,632-6,632-100%$639.6K———
Stratos Wealth Advisors, LLC
N/A—6,477-6,477-100%$624.7K———
Forum Finance Group S.A.
N/A—6,475-6,475-100%$505———
Focus Partners Advisor Solutions, LLC
N/A—6,212-6,212-100%$599.1K———
Sequoia Financial Advisors, LLC
N/A—6,189-6,189-100%$596.9K———
Frisch Financial Group, Inc.
N/A—6,032-6,032-100%$581.7K———
IHT Wealth Management, LLC
N/A—6,006-6,006-100%$579.2K———
Quantinno Capital Management LP
N/A—5,892-5,892-100%$568.3K———
WealthTrak Capital Management LLC
N/A—5,841-5,841-100%$563.3K———
CIBC World Market Inc.
N/A—5,611-5,611-100%$541.1K———
Intellectus Partners, LLC
N/A—5,395-5,395-100%$520.3K———
Johnson Financial Group, Inc.
N/A—5,384-5,384-100%$519.2K———
Waverly Advisors, LLC
N/A—5,288-5,288-100%$510.0K———
Tudor Investment Corp ET AL
N/A—5,235-5,235-100%$504.9K———
Winton Group Ltd
N/A—5,206-5,206-100%$502.1K———
Graham Capital Management, L.P.
N/A—5,188-5,188-100%$500.3K———
Orion Porfolio Solutions, LLC
N/A—5,110-5,110-100%$492.8K———
Yukon Wealth Management, Inc.
N/A—5,096-5,096-100%$491.5K———
Snowden Capital Advisors LLC
N/A—4,998-4,998-100%$482.0K———
Gateway Wealth Partners, LLC
N/A—4,903-4,903-100%$472.9K———
NorthRock Partners, LLC
N/A—4,753-4,753-100%$458.4K———
Voya Financial Advisors, Inc.
N/A—4,746-4,746-100%$459.5K———
17 Capital Partners, LLC
N/A—4,696-4,696-100%$452.9K———
Prelude Capital Management, LLC
N/A—4,500-4,500-100%$434.0K———
Gladstone Institutional Advisory LLC
N/A—4,320-4,320-100%$416.6K———
VPR Management LLC
N/A—4,300-4,300-100%$414.7K———
WFA of San Diego, LLC
N/A—4,284-4,284-100%$408.5K———
Strategic Investment Advisors / MI
N/A—4,214-4,214-100%$406.4K———
Arkadios Wealth Advisors
N/A—4,153-4,153-100%$400.5K———
Knollwood Investment Advisory, LLC
N/A—4,150-4,150-100%$400.2K———
Rehmann Capital Advisory Group
N/A—3,929-3,929-100%$379.0K———
Envestnet Portfolio Solutions, Inc.
N/A—3,915-3,915-100%$377.6K———
Toronto Dominion Bank
N/A—3,808-3,808-100%$367.2K———
Advisors Capital Management, LLC
N/A—3,803-3,803-100%$366.8K———
Rothschild Wealth LLC
N/A—3,786-3,786-100%$365.1K———
Banque Cantonale Vaudoise
N/A—3,710-3,710-100%$358.0K———
Van Diest Capital, LLC
N/A—3,679-3,679-100%$354.8K———
Dorsey & Whitney Trust Co LLC
N/A—3,615-3,615-100%$348.6K———
Aptus Capital Advisors, LLC
N/A—3,607-3,607-100%$347.9K———
Brown Advisory Inc
N/A—3,385-3,385-100%$326.5K———
Petix & Botte Co
N/A—3,364-3,364-100%$324.4K———
Dimension Capital Management LLC
N/A—3,231-3,231-100%$311.6K———
Daiichi Life Insurance Co., Ltd.
N/A—3,160-3,160-100%$304.8K———
Stokes Family Office, LLC
N/A—3,070-3,070-100%$296.1K———
Pinney & Scofield, Inc.
N/A—3,000-3,000-100%$289.3K———
5T Wealth, LLC
N/A—2,920-2,920-100%$281.6K———
Stratos Investment Management, LLC
N/A—2,893-2,893-100%$279.1K———
Foundations Investment Advisors, LLC
N/A—2,846-2,846-100%$274.5K———
Sand Hill Global Advisors, LLC
N/A—2,752-2,752-100%$265.4K———
SHP Wealth Management
N/A—2,728-2,728-100%$263.1K———
Dravo BAY LLC
N/A—2,627-2,627-100%$253.3K———
Comprehensive Money Management Services LLC
N/A—2,621-2,621-100%$252.8K———
Moneta Group Investment Advisors LLC
N/A—2,610-2,610-100%$251.7K———
Advyzon Investment Management, LLC
N/A—2,597-2,597-100%$250.5K———
TRU Independence Asset Management 2, LLC
N/A—2,456-2,456-100%$236.9K———
Kingsview Wealth Management, LLC
N/A—2,416-2,416-100%$233.0K———
Westmount Partners, LLC
N/A—2,406-2,406-100%$232.0K———
IEQ Capital, LLC
N/A—2,350-2,350-100%$226.6K———
Mayflower Financial Advisors, LLC
N/A—2,250-2,250-100%$217.0K———
FWG Holdings, LLC
N/A—2,243-2,243-100%$212.3K———
First Commonwealth Financial Corp
N/A—2,241-2,241-100%$216.1K———
Clear Street Group Inc.
N/A—2,200-2,200-100%$212.2K———
Per Stirling Capital Management, Llc.
N/A—2,156-2,156-100%$207.9K———
Range Advisory, LLC
N/A—2,098-2,098-100%$202.3K———
Private Wealth Asset Management, LLC
N/A—1,853-1,853-100%$178.7K———
Smartleaf Asset Management LLC
N/A—1,716-1,716-100%$166.2K———
Vision Retirement, LLC
N/A—1,647-1,647-100%$158.8K———
O'shaughnessy Asset Management, LLC
N/A—1,584-1,584-100%$152.8K———
Huntington National Bank
N/A—1,552-1,552-100%$149.7K———
1015 Capital Partners, LLC
N/A—1,500-1,500-100%$144.7K———
Kilter Group LLC
N/A—1,366-1,366-100%$131.7K———
Stelac Advisory Services LLC
N/A—1,324-1,324-100%$127.7K———
Operose Advisors LLC
N/A—1,300-1,300-100%$125.4K———
Centaurus Financial, Inc.
N/A—1,283-1,283-100%$124.0K———
New Republic Capital, LLC
N/A—1,253-1,253-100%$120.8K———
Transamerica Financial Advisors, LLC
N/A—1,165-1,165-100%$112.4K———
Bard Associates Inc
N/A—1,125-1,125-100%$108.5K———
Strategic Wealth Partners, Ltd.
N/A—963-963-100%$92.9K———
Synergy Investment Management, LLC
N/A—939-939-100%$88.8K———
Itau Unibanco Holding S.A.
N/A—890-890-100%$85.8K———
Capital Analysts, LLC
N/A—855-855-100%$82.0K———
ST Germain D J Co Inc
N/A—703-703-100%$67.8K———
BFC Planning, Inc.
N/A—684-684-100%$66.0K———
Webster Bank, N. A.
N/A—678-678-100%$65.4K———
Game Plan Financial Advisors, LLC
N/A—658-658-100%$63.5K———
Purpose Unlimited Inc.
N/A—588-588-100%$57.7K———
Tower Research Capital LLC (TRC)
N/A—563-563-100%$54.3K———
PIN OAK Investment Advisors Inc
N/A—506-506-100%$49.0K———
Corsicana & Co.
N/A—490-490-100%$47.3K———
Atlantic Union Bankshares Corp
N/A—431-431-100%$41.6K———
JPL Wealth Management, LLC
N/A—422-422-100%$40.7K———
Dunhill Financial, LLC
N/A—342-342-100%$33.0K———
Ameritas Investment Partners, Inc.
N/A—280-280-100%$27.0K———
Crews Bank & Trust
N/A—277-277-100%$26.7K———
WealthShield Partners, LLC
N/A—268-268-100%$25.8K———
Keating Financial Advisory Services, Inc.
N/A—263-263-100%$25.4K———
IMA Advisory Services, Inc.
N/A—259-259-100%$25.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—233-233-100%$22.6K———
Ameriflex Group, Inc.
N/A—226-226-100%$21.8K———
Bartlett & Co. Wealth Management LLC
N/A—190-190-100%$18.3K———
Tiaa Wealth Investment Management LLC
N/A—168-168-100%$16.3K———
Colonial Trust Co / SC
N/A—158-158-100%$15.2K———
Ancora Advisors LLCA
N/A—145-145-100%$14.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—145-145-100%$14.0K———
Medallion Wealth Advisors, LLC
N/A—130-130-100%$12.5K———
GW&K Investment Management, LLC
N/A—100-100-100%$10———
Glen Eagle Advisors, LLC
N/A—82-82-100%$7.9K———
Bogart Wealth, LLC
N/A—76-76-100%$7.3K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—71-71-100%$6.8K———
USA Financial Formulas
N/A—66-66-100%$6.4K———
Kerr Financial Planning Corp
N/A—63-63-100%$6.1K———
Capital Advisor Network LLC
N/A—57-57-100%$5.5K———
Whittier Trust Co
N/A—57-57-100%$5.5K———
HFM Investment Advisors, LLC
N/A—55-55-100%$5.2K———
Aventura Private Wealth, LLC
N/A—42-42-100%$4.1K———
Fiduciary Financial Advisors
N/A—36-36-100%$3.5K———
Rogco, LP
N/A—35-35-100%$3.4K———
Wiser Advisor Group LLC
N/A—34-34-100%$3.3K———
Providence Capital Advisors, LLC
N/A—31-31-100%$3.0K———
TD Capital Management LLC
N/A—25-25-100%$2.4K———
RED Reef Advisors LLC
N/A—24-24-100%$2.3K———
Timbuktu Capital Management, LLC
N/A—21-21-100%$2.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—21-21-100%$2.0K———
Financial Gravity Companies, Inc.
N/A—19-19-100%$1.8K———
Prosperity Bancshares Inc
N/A—13-13-100%$1.3K———
Financial Life Planners
N/A—13-13-100%$1.3K———
Longview Financial Advisors LLC
N/A—6-6-100%$579———
Rialto Wealth Management, LLC
N/A—5-5-100%$483———
Front Row Advisors LLC
N/A—5-5-100%$474———
Howe & Rusling Inc
N/A—5-5-100%$483———
SOA Wealth Advisors, Llc.
N/A—4-4-100%$386———
VSM Wealth Advisory, LLC
N/A—2-2-100%$193———
Fourth Dimension Wealth, LLC
N/A—1-1-100%$96———
Millstone Evans Group, LLC
N/A—1-1-100%$96———
Vanguard Advisers Inc
N/A—1-1-100%$98———
Frazier Financial Advisors, LLC
N/A—1-1-100%$114———
Boreal Capital Management LLC
N/A—00—$45.3K———
Showing 882 of 882 institutions