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Ishares Iboxx High YLD Corp (HYG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Japan Science & Technology Agency
INCREASED
Shares12,940,626 from 11,640,626
Change+1,300,000 (+11%)
Value$999.1M (+$68.2M)
Filed 2026-10-16
Citigroup Inc
DECREASED
Shares7,108,016 from 8,217,075
Change-1,109,059 (-13%)
Value$548.8M (-$108.3M)
Filed 2026-11-04
MacKenzie Financial Corp
DECREASED
Shares2,395,555 from 3,173,717
Change-778,162 (-25%)
Value$185.0M (-$68.8M)
Filed 2026-11-02
Howard Capital Management, LLC
INCREASED
Shares2,362,408 from 2,161,857
Change+200,551 (+9%)
Value$182.4M (+$9.5M)
Filed 2026-10-16
Assetmark, Inc
DECREASED
Shares1,507,987 from 6,908,843
Change-5,400,856 (-78%)
Value$116.4M (-$436.1M)
Filed 2026-10-21
PartnerRe Asset Management Corp
UNCHANGED
Shares1,397,745 from 1,397,745
Change0 (0%)
Value$107.9M (-$3.9M)
Filed 2026-10-07
Simplex Trading, LLC
NEW
Shares1,017,542
Change+1,017,542
Value$78.6M
Filed 2026-11-04
Ocean Park Asset Management, LLC
DECREASED
Shares982,491 from 1,988,691
Change-1,006,200 (-51%)
Value$75.9M (-$83.2M)
Filed 2026-10-21
State of Michigan Retirement System
UNCHANGED
Shares900,000 from 900,000
Change0 (0%)
Value$69.5M (-$2.5M)
Filed 2026-10-27
Towercrest Capital Management
INCREASED
Shares507,277 from 481,066
Change+26,211 (+5%)
Value$39.2M (+$696.2K)
Filed 2026-10-23
Deseret Mutual Benefit Administrators
INCREASED
Shares407,509 from 401,482
Change+6,027 (+2%)
Value$31.5M (-$642.7K)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares378,759 from 377,751
Change+1,008 (+0%)
Value$29.3M (-$938.2K)
Filed 2026-10-29
Williams Jones Wealth Management, Llc.
INCREASED
Shares374,105 from 341,905
Change+32,200 (+9%)
Value$28.9M (+$1.5M)
Filed 2026-11-05
Analyst IMS Investment Management Services Ltd.
DECREASED
Shares360,053 from 360,098
Change-45 (0%)
Value$27.8M (-$998.0K)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares358,564 from 329,400
Change+29,164 (+9%)
Value$27.7M (+$1.3M)
Filed 2026-11-03
Stairway Partners, LLC
INCREASED
Shares356,328 from 355,328
Change+1,000 (+0%)
Value$27.5M (-$903.5K)
Filed 2026-10-02
Kwmg, LLC
INCREASED
Shares340,156 from 314,508
Change+25,648 (+8%)
Value$26.3M (+$1.1M)
Filed 2026-10-07
Alliance Wealth Management Group
INCREASED
Shares327,219 from 313,153
Change+14,066 (+4%)
Value$25.3M (+$222.0K)
Filed 2026-10-29
Trust Co
INCREASED
Shares314,782 from 290,017
Change+24,765 (+9%)
Value$24.3M (+$1.1M)
Filed 2026-10-09
iA Global Asset Management Inc.
DECREASED
Shares292,000 from 542,084
Change-250,084 (-46%)
Value$22.5K (-$43.3M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares290,759 from 400,106
Change-109,347 (-27%)
Value$22.5K (-$32.0M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares279,617 from 318,032
Change-38,415 (-12%)
Value$21.6M (-$3.8M)
Filed 2026-10-30
Mariner Investment Group LLC
INCREASED
Shares272,600 from 24,600
Change+248,000 (+1008%)
Value$21.0M (+$19.1M)
Filed 2026-11-04
Greenup Street Wealth Management LLC
INCREASED
Shares263,031 from 199,469
Change+63,562 (+32%)
Value$20.3M (+$4.4M)
Filed 2026-10-28
Twele Capital Management, Inc.
DECREASED
Shares242,175 from 242,205
Change-30 (0%)
Value$18.7M (-$670.8K)
Filed 2026-10-13
Strong Tower Advisory Services
INCREASED
Shares241,677 from 241,084
Change+593 (+0%)
Value$18.7M (-$619.6K)
Filed 2026-10-13
Amarillo National Bank
INCREASED
Shares232,165 from 215,898
Change+16,267 (+8%)
Value$17.9M (+$660.1K)
Filed 2026-10-23
Prudent Man Advisors, LLC
INCREASED
Shares221,246 from 218,425
Change+2,821 (+1%)
Value$17.1M (-$385.0K)
Filed 2026-11-03
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares214,975 from 201,473
Change+13,502 (+7%)
Value$16.6M (+$486.4K)
Filed 2026-11-04
Cullen T Bankers, Inc.
INCREASED
Shares205,684 from 196,125
Change+9,559 (+5%)
Value$15.9M (+$196.7K)
Filed 2026-10-28
Probity Advisors, Inc.
INCREASED
Shares197,557 from 189,043
Change+8,514 (+5%)
Value$15.3M (+$135.6K)
Filed 2026-10-23
Privium Fund Management (UK) Ltd
INCREASED
Shares189,460 from 166,370
Change+23,090 (+14%)
Value$14.7M (+$1.3M)
Filed 2026-10-30
MBL Wealth, LLC
INCREASED
Shares186,439 from 183,210
Change+3,229 (+2%)
Value$14.4M (-$256.3K)
Filed 2026-10-22
J.Safra Asset Management Corp
INCREASED
Shares178,990 from 164,673
Change+14,317 (+9%)
Value$13.8M (+$650.9K)
Filed 2026-11-03
Kestra Advisory Services, LLC
DECREASED
Shares174,540 from 176,555
Change-2,015 (-1%)
Value$13.5M (-$642.9K)
Filed 2026-11-02
Farmers & Merchants Investments Inc
INCREASED
Shares170,749 from 169,455
Change+1,294 (+1%)
Value$13.2M (-$367.8K)
Filed 2026-10-22
Occidental Asset Management, LLC
INCREASED
Shares168,768 from 151,079
Change+17,689 (+12%)
Value$13.0M (+$948.8K)
Filed 2026-11-05
Acasta Partners UK LLP
DECREASED
Shares168,095 from 198,841
Change-30,746 (-15%)
Value$13.0M (-$2.9M)
Filed 2026-10-05
Parallel Advisors, LLC
INCREASED
Shares167,453 from 163,189
Change+4,264 (+3%)
Value$12.9M (-$121.3K)
Filed 2026-11-03
Nvwm, LLC
INCREASED
Shares148,263 from 52,481
Change+95,782 (+183%)
Value$11.4M (+$7.3M)
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares124,462 from 114,514
Change+9,948 (+9%)
Value$9.6M (+$452.2K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares122,762 from 124,096
Change-1,334 (-1%)
Value$9.5M (-$445.5K)
Filed 2026-11-02
Blue Fin Capital, Inc.
INCREASED
Shares113,774 from 107,378
Change+6,396 (+6%)
Value$8.8M (+$197.4K)
Filed 2026-10-28
Summit Global Investments
INCREASED
Shares110,953 from 104,888
Change+6,065 (+6%)
Value$8.6K (-$8.4M)
Filed 2026-10-28
Rebalance, LLC
INCREASED
Shares95,426 from 93,502
Change+1,924 (+2%)
Value$7.4M (-$109.5K)
Filed 2026-10-22
Wealthstar Advisors, LLC
DECREASED
Shares95,051 from 95,173
Change-122 (0%)
Value$7.3M (-$272.1K)
Filed 2026-10-19
OxenFree Capital LLC
INCREASED
Shares94,995 from 87,607
Change+7,388 (+8%)
Value$7.3M (+$352.7K)
Filed 2026-10-07
Avion Wealth
INCREASED
Shares93,608 from 47,139
Change+46,469 (+99%)
Value$7.2M (+$3.5M)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED
Shares93,089 from 93,996
Change-907 (-1%)
Value$7.2M (-$329.5K)
Filed 2026-11-03
Genus Capital Management Inc.
INCREASED
Shares91,318 from 51,657
Change+39,661 (+77%)
Value$7.1M (+$2.9M)
Filed 2026-11-04
Beirne Wealth Consulting Services, LLC
INCREASED
Shares91,198 from 89,110
Change+2,088 (+2%)
Value$7.0M (-$84.7K)
Filed 2026-10-19
Legacy Wealth Partners, LLC
INCREASED
Shares91,074 from 87,516
Change+3,558 (+4%)
Value$7.0M (+$33.2K)
Filed 2026-10-15
Park Avenue Securities LLC
DECREASED
Shares86,871 from 242,234
Change-155,363 (-64%)
Value$6.7K (-$19.4M)
Filed 2026-10-26
Integrated Advisors Network LLC
DECREASED
Shares83,389 from 86,553
Change-3,164 (-4%)
Value$6.4M (-$483.1K)
Filed 2026-10-20
Boltwood Capital Management
DECREASED
Shares81,600 from 83,640
Change-2,040 (-2%)
Value$6.3M (-$388.4K)
Filed 2026-10-02
Grimes & Co Wealth Management, LLC
DECREASED
Shares81,215 from 2,189,127
Change-2,107,912 (-96%)
Value$6.3M (-$168.8M)
Filed 2026-10-29
Paladin Partners, LLC
UNCHANGED
Shares80,810 from 80,810
Change0 (0%)
Value$6.2M (-$223.0K)
Filed 2026-10-06
Worth Asset Management, LLC
INCREASED
Shares79,221 from 76,549
Change+2,672 (+3%)
Value$6.1M (-$5.0K)
Filed 2026-10-07
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW
Shares78,524
Change+78,524
Value$6.1M
Filed 2026-10-20
Conning Inc.
UNCHANGED
Shares75,158 from 75,158
Change0 (0%)
Value$5.8M (-$207.4K)
Filed 2026-10-27
Moss Adams Wealth Advisors LLC
INCREASED
Shares74,576 from 62,519
Change+12,057 (+19%)
Value$5.8M (+$758.4K)
Filed 2026-10-28
Redhawk Wealth Advisors, Inc.
DECREASED
Shares74,530 from 74,578
Change-48 (0%)
Value$5.8M (-$209.5K)
Filed 2026-10-14
Sagespring Wealth Partners, LLC
INCREASED
Shares74,005 from 36,052
Change+37,953 (+105%)
Value$5.7M (+$2.8M)
Filed 2026-10-22
Innealta Capital, LLC
NEW
Shares73,984
Change+73,984
Value$5.7M
Filed 2026-11-02
Cordoba Advisory Partners LLC
INCREASED
Shares69,253 from 65,667
Change+3,586 (+5%)
Value$5.3M (+$95.6K)
Filed 2026-10-19
Darrow Company, Inc.
DECREASED
Shares68,724 from 68,944
Change-220 (0%)
Value$5.3M (-$207.2K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares68,301 from 60,894
Change+7,407 (+12%)
Value$5.3M (+$414.9K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
DECREASED
Shares64,494 from 64,808
Change-314 (0%)
Value$5.0M (-$200.6K)
Filed 2026-10-16
Washington Trust Advisors, Inc.
INCREASED
Shares63,134 from 63,034
Change+100 (+0%)
Value$4.9M (-$166.3K)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares62,968 from 173,413
Change-110,445 (-64%)
Value$4.9M (-$9.0M)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
INCREASED
Shares62,677 from 61,968
Change+709 (+1%)
Value$4.8M (-$116.3K)
Filed 2026-10-30
Verdence Capital Advisors LLC
DECREASED
Shares60,654 from 61,947
Change-1,293 (-2%)
Value$4.7M (-$270.8K)
Filed 2026-10-26
Insight Wealth Partners, LLC
DECREASED
Shares59,516 from 59,809
Change-293 (0%)
Value$4.6M (-$187.8K)
Filed 2026-10-26
Net Worth Advisory Group
INCREASED
Shares59,343 from 57,123
Change+2,220 (+4%)
Value$4.6M (-$4.6K)
Filed 2026-10-20
Central Bank & Trust Co
INCREASED
Shares59,295 from 59,197
Change+98 (+0%)
Value$4.6M (-$155.8K)
Filed 2026-10-09
Sterling Investment Advisors LLC
INCREASED
Shares57,319 from 55,117
Change+2,202 (+4%)
Value$4.4M (+$17.9K)
Filed 2026-10-27
Parkside Financial Bank & Trust
INCREASED
Shares56,709 from 54,698
Change+2,011 (+4%)
Value$4.4M (+$4.2K)
Filed 2026-10-27
Ascent Group, LLC
DECREASED
Shares55,039 from 74,357
Change-19,318 (-26%)
Value$4.2M (-$1.7M)
Filed 2026-10-30
Lodestar Private Asset Management LLC
DECREASED
Shares55,003 from 69,886
Change-14,883 (-21%)
Value$4.2M (-$1.3M)
Filed 2026-10-26
Burns J W & Co Inc
INCREASED
Shares54,645 from 52,380
Change+2,265 (+4%)
Value$4.2M (+$30.3K)
Filed 2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares54,415 from 76,999
Change-22,584 (-29%)
Value$4.2M (-$2.0M)
Filed 2026-10-14
TD Private Client Wealth LLC
INCREASED
Shares53,698 from 52,299
Change+1,399 (+3%)
Value$4.1M (-$36.3K)
Filed 2026-10-28
Members Capital Advisors Inc
UNCHANGED
Shares52,000 from 52,000
Change0 (0%)
Value$4.0M (-$143.5K)
Filed 2026-10-26
Financial & Tax Architects, LLC
INCREASED
Shares51,976 from 51,066
Change+910 (+2%)
Value$4.0M (-$70.6K)
Filed 2026-10-15
Sagace Wealth Management LLC
INCREASED
Shares51,558 from 49,602
Change+1,956 (+4%)
Value$4.0M (+$14.1K)
Filed 2026-10-28
NBT Bank, N.A.
DECREASED
Shares49,961 from 50,073
Change-112 (0%)
Value$3.9M (-$146.8K)
Filed 2026-10-21
Meridian Wealth Management, LLC
INCREASED
Shares46,752 from 44,994
Change+1,758 (+4%)
Value$3.6M (+$11.6K)
Filed 2026-11-05
Keybank National Association
DECREASED
Shares46,751 from 51,216
Change-4,465 (-9%)
Value$3.6M (-$486.1K)
Filed 2026-11-04
Gladwyn Financial Advisors, Inc.
INCREASED
Shares46,436 from 45,546
Change+890 (+2%)
Value$3.6M (-$57.1K)
Filed 2026-10-05
SBI Securities Co., Ltd.
DECREASED
Shares46,022 from 48,075
Change-2,053 (-4%)
Value$3.6M (-$291.2K)
Filed 2026-10-22
Cypress Wealth Services, LLC
INCREASED
Shares44,909 from 44,762
Change+147 (+0%)
Value$3.5M (-$109.5K)
Filed 2026-10-21
Y.D. More Investments Ltd
DECREASED
Shares43,400 from 43,470
Change-70 (0%)
Value$3.4M (-$125.4K)
Filed 2026-11-02
Corepath Wealth Partners LLC
DECREASED
Shares42,660 from 47,391
Change-4,731 (-10%)
Value$3.3M (-$482.7K)
Filed 2026-10-21
City Holding Co
INCREASED
Shares42,586 from 37,203
Change+5,383 (+14%)
Value$3.3M (+$312.9K)
Filed 2026-10-19
HMS Capital Management, LLC
INCREASED
Shares41,270 from 40,716
Change+554 (+1%)
Value$3.2M (-$69.6K)
Filed 2026-10-20
Balefire, LLC
DECREASED
Shares41,157 from 99,603
Change-58,446 (-59%)
Value$3.2M (-$4.8M)
Filed 2026-10-09
Norden Group LLC
UNCHANGED
Shares39,977 from 39,977
Change0 (0%)
Value$3.1M (-$110.3K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares39,955 from 5,161
Change+34,794 (+674%)
Value$3.1M (+$2.7M)
Filed 2026-10-29
David J Yvars Group
INCREASED
Shares39,887 from 36,873
Change+3,014 (+8%)
Value$3.1M (+$131.0K)
Filed 2026-10-09
Creative Planning
INCREASED
Shares37,791 from 36,438
Change+1,353 (+4%)
Value$2.9M (+$4.0K)
Filed 2026-11-02
IFG Advisors, LLC
DECREASED
Shares35,465 from 36,654
Change-1,189 (-3%)
Value$2.7M (-$193.0K)
Filed 2026-10-15
Vontobel Holding Ltd.
DECREASED
Shares35,232 from 36,967
Change-1,735 (-5%)
Value$2.7M (-$236.0K)
Filed 2026-10-16
Laurel OAK Wealth Management, LLC
DECREASED
Shares35,134 from 37,942
Change-2,808 (-7%)
Value$2.7M (-$321.6K)
Filed 2026-10-19
Allstreet Capital Advisors LLC
INCREASED
Shares34,114 from 30,496
Change+3,618 (+12%)
Value$2.6M (+$195.2K)
Filed 2026-11-04
Heritage Wealth Management, Inc.
INCREASED
Shares34,059 from 29,097
Change+4,962 (+17%)
Value$2.6M (+$302.8K)
Filed 2026-10-27
MGO One Seven LLC
INCREASED
Shares33,521 from 12,933
Change+20,588 (+159%)
Value$2.6M (+$1.6M)
Filed 2026-10-28
Stirlingshire Investments, Inc.
INCREASED
Shares33,392 from 8,280
Change+25,112 (+303%)
Value$2.6M (+$1.9M)
Filed 2026-11-05
BLB&B Advisors, LLC
INCREASED
Shares32,608 from 31,928
Change+680 (+2%)
Value$2.5M (-$35.7K)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED
Shares32,076 from 33,979
Change-1,903 (-6%)
Value$2.5M (-$240.7K)
Filed 2026-10-20
Financial Partners Group, Inc
INCREASED
Shares31,989 from 31,977
Change+12 (+0%)
Value$2.5M (-$87.3K)
Filed 2026-10-19
Centerline Wealth Advisors, LLC
INCREASED
Shares31,893 from 3,649
Change+28,244 (+774%)
Value$2.5M (+$2.2M)
Filed 2026-10-15
Diversified Portfolios, Inc.
NEW
Shares30,405
Change+30,405
Value$2.3M
Filed 2026-11-04
Arch Capital Group Ltd.
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$2.3M (-$82.7K)
Filed 2026-11-04
SevenBridge Financial Group, LLC
DECREASED
Shares29,792 from 30,798
Change-1,006 (-3%)
Value$2.3M (-$162.9K)
Filed 2026-10-26
Washington Trust Bank
INCREASED
Shares29,762 from 25,412
Change+4,350 (+17%)
Value$2.3M (+$265.7K)
Filed 2026-11-03
Grey Fox Wealth Advisors, LLC
INCREASED
Shares29,140 from 28,862
Change+278 (+1%)
Value$2.2M (-$58.2K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares28,985 from 27,913
Change+1,072 (+4%)
Value$2.2M (+$5.7K)
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares28,753 from 24,566
Change+4,187 (+17%)
Value$2.2M (+$255.5K)
Filed 2026-10-23
Cranbrook Wealth Management, LLC
DECREASED
Shares28,719 from 80,843
Change-52,124 (-64%)
Value$2.2M (-$4.2M)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares28,541 from 26,392
Change+2,149 (+8%)
Value$2.2M (+$93.1K)
Filed 2026-10-28
Focus Wealth Advisors, LLC
INCREASED
Shares28,177 from 27,956
Change+221 (+1%)
Value$2.2M (-$60.1K)
Filed 2026-10-14
Oasis Advisors, LLC
INCREASED
Shares27,711 from 13,243
Change+14,468 (+109%)
Value$2.1M (+$1.1M)
Filed 2026-10-16
Frank, Rimerman Advisors LLC
UNCHANGED
Shares27,673 from 27,673
Change0 (0%)
Value$2.1M (-$76.4K)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares27,669 from 27,059
Change+610 (+2%)
Value$2.1M (-$27.6K)
Filed 2026-10-26
Ramiah Investment Group
INCREASED
Shares27,632 from 27,000
Change+632 (+2%)
Value$2.1M (-$25.7K)
Filed 2026-10-20
Global Trust Wealth Management LLC
INCREASED
Shares26,528 from 26,313
Change+215 (+1%)
Value$2.0M (-$56.0K)
Filed 2026-10-14
Avior Wealth Management, LLC
INCREASED
Shares26,176 from 22,251
Change+3,925 (+18%)
Value$2.0M (+$241.6K)
Filed 2026-10-13
Odyssey Capital Advisors, Inc.
INCREASED
Shares25,663 from 25,616
Change+47 (+0%)
Value$2.0M (-$67.1K)
Filed 2026-10-26
Galvin, Gaustad & Stein, LLC
INCREASED
Shares25,298 from 12,848
Change+12,450 (+97%)
Value$2.0M (+$925.8K)
Filed 2026-10-08
Islay Capital Management, LLC
INCREASED
Shares25,190 from 10,637
Change+14,553 (+137%)
Value$1.9M (+$1.1M)
Filed 2026-10-20
BKM Wealth Management, LLC
DECREASED
Shares24,619 from 24,909
Change-290 (-1%)
Value$1.9M (-$91.1K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
DECREASED
Shares24,083 from 24,130
Change-47 (0%)
Value$1.9M (-$70.2K)
Filed 2026-10-13
Csenge Advisory Group
DECREASED
Shares24,072 from 106,804
Change-82,732 (-77%)
Value$1.9M (-$6.7M)
Filed 2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED
Shares23,929 from 17,068
Change+6,861 (+40%)
Value$1.8M (+$482.6K)
Filed 2026-10-16
Sowell Financial Services LLC
DECREASED
Shares23,615 from 26,481
Change-2,866 (-11%)
Value$1.8M (-$294.4K)
Filed 2026-10-23
Ironwood Financial, llc
DECREASED
Shares23,135 from 23,205
Change-70 (0%)
Value$1.8M (-$59.0K)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares22,452 from 21,693
Change+759 (+4%)
Value$1.7M (+$3.7K)
Filed 2026-11-04
First Interstate Bank
INCREASED
Shares22,408 from 20,327
Change+2,081 (+10%)
Value$1.7M (+$104.6K)
Filed 2026-10-23
Concurrent Investment Advisors, LLC
INCREASED
Shares22,324 from 18,341
Change+3,983 (+22%)
Value$1.7M (+$256.9K)
Filed 2026-10-16
Richardson Financial Services Inc.
DECREASED
Shares22,305 from 39,400
Change-17,095 (-43%)
Value$1.7M (-$1.4M)
Filed 2026-10-30
Cadent Capital Advisors, LLC
DECREASED
Shares21,637 from 21,687
Change-50 (0%)
Value$1.7M (-$63.7K)
Filed 2026-10-09
OFS Enterprise LLC
INCREASED
Shares21,513 from 6,471
Change+15,042 (+232%)
Value$1.7M (+$1.1M)
Filed 2026-10-16
Buck Wealth Strategies, LLC
DECREASED
Shares20,121 from 20,923
Change-802 (-4%)
Value$1.6M (-$119.7K)
Filed 2026-10-28
Fell Capital Management
DECREASED
Shares19,932 from 20,282
Change-350 (-2%)
Value$1.5M (-$83.0K)
Filed 2026-10-09
Diversify Advisory Services, LLC
INCREASED
Shares19,779 from 15,433
Change+4,346 (+28%)
Value$1.5M (+$302.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares19,779 from 15,433
Change+4,346 (+28%)
Value$1.5M (+$302.2K)
Filed 2026-10-20
First Premier Bank
INCREASED
Shares19,527 from 15,899
Change+3,628 (+23%)
Value$1.5K (+$237)
Filed 2026-10-13
Neumann Capital Management, LLC
DECREASED
Shares19,493 from 22,691
Change-3,198 (-14%)
Value$1.5M (-$309.5K)
Filed 2026-10-15
AtlasMark Financial, Inc
DECREASED
Shares19,162 from 22,463
Change-3,301 (-15%)
Value$1.5M (-$316.9K)
Filed 2026-10-13
Asset Allocation & Management Company, LLC
UNCHANGED
Shares19,130 from 19,130
Change0 (0%)
Value$1.5K (-$53)
Filed 2026-10-13
Howland Capital Management LLC
UNCHANGED
Shares19,074 from 19,074
Change0 (0%)
Value$1.5M (-$52.6K)
Filed 2026-10-22
SWS Partners
INCREASED
Shares18,897 from 17,978
Change+919 (+5%)
Value$1.5M (+$21.4K)
Filed 2026-10-26
Cannon Advisors, Inc.
INCREASED
Shares18,628 from 17,774
Change+854 (+5%)
Value$1.4M (+$19.8K)
Filed 2026-10-14
Ninety One UK Ltd
DECREASED
Shares18,592 from 21,326
Change-2,734 (-13%)
Value$1.4M (-$270.0K)
Filed 2026-10-15
AlphaCore Capital LLC
INCREASED
Shares18,406 from 15,294
Change+3,112 (+20%)
Value$1.4M (+$198.0K)
Filed 2026-11-04
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares18,375 from 11,040
Change+7,335 (+66%)
Value$1.4M (+$535.9K)
Filed 2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED
Shares18,301 from 23,709
Change-5,408 (-23%)
Value$1.4M (-$483.0K)
Filed 2026-10-28
StoneX Group Inc.
INCREASED
Shares18,199 from 3,683
Change+14,516 (+394%)
Value$1.4M (+$1.1M)
Filed 2026-11-03
Diversified Enterprises, LLC
INCREASED
Shares18,081 from 10,710
Change+7,371 (+69%)
Value$1.4M (+$539.6K)
Filed 2026-10-19
ShoreHaven Wealth Partners, LLC
INCREASED
Shares18,042 from 14,166
Change+3,876 (+27%)
Value$1.4M (+$260.2K)
Filed 2026-10-16
Towerpoint Wealth, LLC
INCREASED
Shares17,961 from 17,953
Change+8 (+0%)
Value$1.4M (-$48.9K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
DECREASED
Shares17,774 from 24,532
Change-6,758 (-28%)
Value$1.4M (-$589.5K)
Filed 2026-10-21
Topor & Co. Korea
UNCHANGED
Shares17,763 from 17,763
Change0 (0%)
Value$1.4M (-$49.0K)
Filed 2026-10-22
Stone Summit Wealth LLC
DECREASED
Shares17,430 from 18,650
Change-1,220 (-7%)
Value$1.3M (-$145.7K)
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares15,980 from 36,049
Change-20,069 (-56%)
Value$1.2M (-$1.6M)
Filed 2026-11-03
Leeward Financial Partners, LLC
INCREASED
Shares15,866 from 15,365
Change+501 (+3%)
Value$1.2M (-$3.7K)
Filed 2026-10-23
Waystone Advisors LLC
DECREASED
Shares15,802 from 15,957
Change-155 (-1%)
Value$1.3M (-$12.4K)
Filed 2026-10-16
Visionary Wealth Advisors
DECREASED
Shares15,783 from 16,064
Change-281 (-2%)
Value$1.2M (-$66.0K)
Filed 2026-11-04
Global View Capital Management LLC
DECREASED
Shares15,779 from 69,674
Change-53,895 (-77%)
Value$1.2M (-$4.4M)
Filed 2026-10-28
White Lighthouse Investment Management Inc.
INCREASED
Shares15,489 from 14,952
Change+537 (+4%)
Value$1.2M (+$195)
Filed 2026-10-21
Advisory Solutions Group, LLC
INCREASED
Shares15,373 from 14,993
Change+380 (+3%)
Value$1.2M (-$12.0K)
Filed 2026-10-14
Birch Financial Group, LLC
INCREASED
Shares15,265 from 14,835
Change+430 (+3%)
Value$1.2M (-$7.7K)
Filed 2026-10-27
Aventus Investment Advisors, Inc.
INCREASED
Shares14,949 from 14,735
Change+214 (+1%)
Value$1.2M (-$24.1K)
Filed 2026-10-09
VestGen Advisors, LLC
DECREASED
Shares14,675 from 69,303
Change-54,628 (-79%)
Value$1.1M (-$4.4M)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED
Shares14,591 from 11,775
Change+2,816 (+24%)
Value$1.1M (+$185.0K)
Filed 2026-10-23
Joseph P. Lucia & Associates, LLC
INCREASED
Shares14,315 from 14,086
Change+229 (+2%)
Value$1.1M (-$21.2K)
Filed 2026-10-30
Vertex Investment Solutions Co., Ltd.
INCREASED
Shares14,300 from 13,600
Change+700 (+5%)
Value$1.1M (+$18.1K)
Filed 2026-10-19
Trilogy Capital Inc.
DECREASED
Shares14,185 from 14,312
Change-127 (-1%)
Value$1.1M (-$49.3K)
Filed 2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares14,172 from 13,156
Change+1,016 (+8%)
Value$1.1K (-$1.1M)
Filed 2026-10-14
Lido Advisors, LLC
INCREASED
Shares13,937 from 13,403
Change+534 (+4%)
Value$1.1M (+$4.2K)
Filed 2026-11-04
Trek Financial, LLC
INCREASED
Shares13,825 from 13,018
Change+807 (+6%)
Value$1.1M (+$26.3K)
Filed 2026-10-29
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares13,788 from 13,788
Change0 (0%)
Value$1.1M ($0)
Filed 2026-11-03
Strategic Blueprint, LLC
INCREASED
Shares13,696 from 12,875
Change+821 (+6%)
Value$1.1M (+$27.9K)
Filed 2026-10-22
Vicus Capital
DECREASED
Shares13,669 from 16,260
Change-2,591 (-16%)
Value$1.1M (-$244.9K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
DECREASED
Shares13,411 from 13,913
Change-502 (-4%)
Value$1.0M (-$77.2K)
Filed 2026-10-29
Avantax Planning Partners, Inc.
INCREASED
Shares13,265 from 12,876
Change+389 (+3%)
Value$1.0M (-$5.5K)
Filed 2026-11-03
Telos Capital Management, Inc.
INCREASED
Shares13,146 from 12,580
Change+566 (+5%)
Value$1.0M (+$9.0K)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares13,058 from 18,142
Change-5,084 (-28%)
Value$1.0M (-$442.6K)
Filed 2026-10-22
Vericrest Private Wealth
DECREASED
Shares12,933 from 13,233
Change-300 (-2%)
Value$998.6K (-$59.7K)
Filed 2026-10-21
Venture Visionary Partners LLC
INCREASED
Shares12,897 from 12,856
Change+41 (+0%)
Value$995.8K (-$32.3K)
Filed 2026-10-07
Lanark Financial, Inc.
DECREASED
Shares12,810 from 13,768
Change-958 (-7%)
Value$989.1K (-$112.0K)
Filed 2026-10-26
Pinnacle Associates LTD
DECREASED
Shares12,804 from 13,024
Change-220 (-2%)
Value$988.6K (-$52.9K)
Filed 2026-10-20
Bensler, LLC
DECREASED
Shares12,778 from 17,840
Change-5,062 (-28%)
Value$986.6K (-$440.1K)
Filed 2026-11-05
Buska Wealth Management, LLC
DECREASED
Shares12,611 from 24,889
Change-12,278 (-49%)
Value$973.7K (-$1.0M)
Filed 2026-10-08
Partners Wealth Management, LLC
NEW
Shares12,327
Change+12,327
Value$951.8K
Filed 2026-10-28
SeaCrest Wealth Management, LLC
INCREASED
Shares11,694 from 10,934
Change+760 (+7%)
Value$902.9K (+$28.5K)
Filed 2026-10-21
Tactive Advisors, LLC
NEW
Shares11,642
Change+11,642
Value$898.9K
Filed 2026-10-08
Almanack Investment Partners, Llc.
NEW
Shares11,553
Change+11,553
Value$892.0K
Filed 2026-11-03
City Center Advisors, LLC
INCREASED
Shares11,499 from 8,832
Change+2,667 (+30%)
Value$887.8K (+$181.6K)
Filed 2026-10-08
TT Capital Management LLC
DECREASED
Shares11,415 from 11,649
Change-234 (-2%)
Value$881.3K (-$50.2K)
Filed 2026-10-15
Valen Private Capital, LLC
NEW
Shares11,177
Change+11,177
Value$863.0K
Filed 2026-10-23
Burke & Herbert Bank & Trust Co
DECREASED
Shares11,174 from 13,011
Change-1,837 (-14%)
Value$862.7K (-$177.7K)
Filed 2026-11-02
AdvisorNet Financial, Inc
DECREASED
Shares11,006 from 11,456
Change-450 (-4%)
Value$845.4K (-$70.7K)
Filed 2026-10-15
Argyle Capital Partners, LLC
DECREASED
Shares10,967 from 12,035
Change-1,068 (-9%)
Value$846.8K (-$115.7K)
Filed 2026-10-23
Everhart Financial Group, Inc.
DECREASED
Shares10,841 from 11,308
Change-467 (-4%)
Value$837.1K (-$67.3K)
Filed 2026-10-08
Mesirow Financial Investment Management, Inc.
UNCHANGED
Shares10,545 from 10,545
Change0 (0%)
Value$814.2K (-$29.1K)
Filed 2026-11-05
Rudd Co d/b/a Styre Wealth
NEW
Shares10,516
Change+10,516
Value$807.9K
Filed 2026-10-29
Consilium Wealth Advisory, LLC
INCREASED
Shares10,490 from 10,446
Change+44 (+0%)
Value$809.9K (-$25.4K)
Filed 2026-10-14
Barden Capital Management, Inc.
INCREASED
Shares10,446 from 10,120
Change+326 (+3%)
Value$806.5K (-$2.8K)
Filed 2026-10-09
Gryphon Financial Partners LLC
UNCHANGED
Shares10,170 from 10,170
Change0 (0%)
Value$785.2K (-$28.1K)
Filed 2026-11-04
Rossby Financial, LCC
DECREASED
Shares10,107 from 55,808
Change-45,701 (-82%)
Value$780.4K (-$3.7M)
Filed 2026-11-05
PFG Advisors
INCREASED
Shares10,099 from 3,464
Change+6,635 (+192%)
Value$779.7K (+$502.8K)
Filed 2026-10-16
Independent Wealth Network Inc.
INCREASED
Shares10,095 from 9,364
Change+731 (+8%)
Value$779.5K (+$30.6K)
Filed 2026-10-19
Yorktown Management & Research Co Inc
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$772.1K (-$27.6K)
Filed 2026-10-28
Washington Trust Co
DECREASED
Shares9,966 from 11,463
Change-1,497 (-13%)
Value$769.5K (-$147.2K)
Filed 2026-10-22
First Growth Capital LLC
INCREASED
Shares9,848 from 8,179
Change+1,669 (+20%)
Value$760.4K (+$106.3K)
Filed 2026-10-15
Objective Capital Management, LLC
DECREASED
Shares9,611 from 11,547
Change-1,936 (-17%)
Value$742.1K (-$181.3K)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares9,602 from 9,427
Change+175 (+2%)
Value$741.4K (-$12.5K)
Filed 2026-10-23
Flagstar Securities, Inc
INCREASED
Shares9,507 from 9,223
Change+284 (+3%)
Value$734.0K (-$3.6K)
Filed 2026-10-15
CIBC Asset Management Inc
INCREASED
Shares9,499 from 7,669
Change+1,830 (+24%)
Value$733.4K (+$120.1K)
Filed 2026-11-05
J. Safra Sarasin Holding AG
DECREASED
Shares9,485 from 10,235
Change-750 (-7%)
Value$733.8K (-$85.1K)
Filed 2026-10-26
TFB Advisors LLC
DECREASED
Shares9,456 from 29,249
Change-19,793 (-68%)
Value$730.1K (-$1.6M)
Filed 2026-11-02
OpenArc Corporate Advisory, LLC
INCREASED
Shares9,425 from 8,200
Change+1,225 (+15%)
Value$727.7K (+$72.0K)
Filed 2026-10-21
Lorne Steinberg Wealth Management Inc.
DECREASED
Shares9,390 from 10,215
Change-825 (-8%)
Value$725.0K (-$91.9K)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares9,311 from 6,330
Change+2,981 (+47%)
Value$719.0K (+$212.8K)
Filed 2026-10-08
Argonautica Private Wealth Management, Inc
INCREASED
Shares9,283 from 9,135
Change+148 (+2%)
Value$716.7K (-$13.8K)
Filed 2026-11-02
Aspiriant, LLC
INCREASED
Shares9,155 from 6,457
Change+2,698 (+42%)
Value$706.9K (+$190.4K)
Filed 2026-10-16
Old National Bancorp
INCREASED
Shares8,972 from 8,783
Change+189 (+2%)
Value$692.7K (-$9.6K)
Filed 2026-10-20
Cosner Financial Group, LLC
INCREASED
Shares8,939 from 8,699
Change+240 (+3%)
Value$690.3K (-$5.4K)
Filed 2026-11-03
Integrity Alliance, Llc.
DECREASED
Shares8,894 from 9,010
Change-116 (-1%)
Value$686.8K (-$33.8K)
Filed 2026-10-29
Narus Financial Partners, LLC
DECREASED
Shares8,807 from 11,414
Change-2,607 (-23%)
Value$680.0K (-$232.8K)
Filed 2026-10-19
Arrow Investment Advisors, LLC
DECREASED
Shares8,806 from 9,412
Change-606 (-6%)
Value$679.9K (-$72.8K)
Filed 2026-11-02
Thrive Capital Management, LLC
DECREASED
Shares8,651 from 8,862
Change-211 (-2%)
Value$667.9K (-$40.8K)
Filed 2026-10-28
MKD Wealth Coaches, LLC
INCREASED
Shares8,533 from 8,272
Change+261 (+3%)
Value$658.8K (-$2.7K)
Filed 2026-10-09
McAdam, LLC
DECREASED
Shares8,448 from 9,767
Change-1,319 (-13%)
Value$652.3K (-$128.8K)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares8,398 from 13,190
Change-4,792 (-36%)
Value$648.4K (-$406.4K)
Filed 2026-10-22
Fortress Financial Solutions, LLC
NEW
Shares8,337
Change+8,337
Value$643.6K
Filed 2026-10-14
Independent Financial Group, LLC
INCREASED
Shares8,293 from 8,164
Change+129 (+2%)
Value$640.3K (-$12.6K)
Filed 2026-10-13
Accredited Investors Inc.
INCREASED
Shares8,245 from 8,168
Change+77 (+1%)
Value$636.6K (-$16.6K)
Filed 2026-11-03
Mann Financial Group, Inc.
INCREASED
Shares8,174 from 7,701
Change+473 (+6%)
Value$631.1K (+$15.3K)
Filed 2026-10-15
Verus Capital Partners, LLC
INCREASED
Shares8,171 from 6,908
Change+1,263 (+18%)
Value$630.9K (+$78.4K)
Filed 2026-11-03
Cohen Investment Advisors LLC
INCREASED
Shares8,049 from 7,483
Change+566 (+8%)
Value$621.5K (+$23.0K)
Filed 2026-10-20
Sincerus Advisory, LLC
NEW
Shares8,012
Change+8,012
Value$618.6K
Filed 2026-10-09
Accurate Wealth Management, LLC
DECREASED
Shares7,972 from 8,175
Change-203 (-2%)
Value$614.5K (-$37.1K)
Filed 2026-10-20
Rossmore Private Capital
INCREASED
Shares7,911 from 7,336
Change+575 (+8%)
Value$610.8K (+$24.1K)
Filed 2026-10-27
Clear Creek Financial Management, LLC
DECREASED
Shares7,892 from 56,807
Change-48,915 (-86%)
Value$609.3K (-$3.9M)
Filed 2026-10-28
Chapin Davis, Inc.
INCREASED
Shares7,832 from 7,777
Change+55 (+1%)
Value$604.7K (-$17.3K)
Filed 2026-10-09
Horizon Wealth Management, LLC
DECREASED
Shares7,729 from 22,970
Change-15,241 (-66%)
Value$596.7K (-$1.2M)
Filed 2026-11-02
PKS Advisory Services, LLC
UNCHANGED
Shares7,718 from 7,718
Change0 (0%)
Value$617.1K ($0)
Filed 2026-10-26
Plan Group Financial, LLC
DECREASED
Shares7,662 from 11,986
Change-4,324 (-36%)
Value$588.7K (-$369.9K)
Filed 2026-10-22
Single Point Partners, LLC
DECREASED
Shares7,644 from 7,755
Change-111 (-1%)
Value$590.2K (-$30.0K)
Filed 2026-10-19
CV Advisors LLC
DECREASED
Shares7,620 from 7,821
Change-201 (-3%)
Value$588.3K (-$37.1K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
DECREASED
Shares7,589 from 8,540
Change-951 (-11%)
Value$585.9K (-$97.0K)
Filed 2026-11-04
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares7,566 from 6,481
Change+1,085 (+17%)
Value$584.2K (+$65.9K)
Filed 2026-10-22
IPG Investment Advisors LLC
INCREASED
Shares7,537 from 7,064
Change+473 (+7%)
Value$581.9K (+$17.0K)
Filed 2026-10-30
Activest Wealth Management
DECREASED
Shares7,494 from 14,190
Change-6,696 (-47%)
Value$578.6K (-$556.2K)
Filed 2026-10-15
Cypress Capital Group
INCREASED
Shares7,475 from 6,875
Change+600 (+9%)
Value$577.1K (+$27.4K)
Filed 2026-11-03
BAR Harbor Wealth Management
DECREASED
Shares7,381 from 7,991
Change-610 (-8%)
Value$569.9K (-$69.2K)
Filed 2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares7,275 from 7,275
Change0 (0%)
Value$561.7K (-$20.1K)
Filed 2026-10-23
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares7,255 from 7,255
Change0 (0%)
Value$560 (-$579.4K)
Filed 2026-10-26
Advisor OS, LLC
DECREASED
Shares7,202 from 7,605
Change-403 (-5%)
Value$556.1K (-$52.1K)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares7,170 from 12,540
Change-5,370 (-43%)
Value$553.6K (-$449.2K)
Filed 2026-10-20
Navigation Wealth Management, Inc.
INCREASED
Shares7,169 from 7,030
Change+139 (+2%)
Value$554.1K (-$8.1K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
DECREASED
Shares7,120 from 8,266
Change-1,146 (-14%)
Value$549.8K (-$111.3K)
Filed 2026-11-05
SAX Wealth Advisors, LLC
DECREASED
Shares7,109 from 7,999
Change-890 (-11%)
Value$548.9K (-$87.5K)
Filed 2026-10-13
Proathlete Wealth Management LLC
UNCHANGED
Shares6,899 from 6,899
Change0 (0%)
Value$532.7K (-$19.0K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares6,787 from 6,406
Change+381 (+6%)
Value$524.1K (+$11.7K)
Filed 2026-10-27
Pinion Investment Advisors, LLC
DECREASED
Shares6,777 from 7,771
Change-994 (-13%)
Value$523.3K (-$98.2K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares6,736 from 6,547
Change+189 (+3%)
Value$519.0K (+$307)
Filed 2026-10-27
Sonata Capital Group Inc
DECREASED
Shares6,635 from 7,635
Change-1,000 (-13%)
Value$512.3K (-$98.3K)
Filed 2026-10-19
Trail Ridge Investment Advisors, LLC
NEW
Shares6,549
Change+6,549
Value$505.6K
Filed 2026-10-16
Coastline Trust Co
DECREASED
Shares6,518 from 8,663
Change-2,145 (-25%)
Value$503.3K (-$189.5K)
Filed 2026-10-01
Focus Financial Network, Inc.
INCREASED
Shares6,456 from 6,025
Change+431 (+7%)
Value$498.5K (+$16.7K)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
DECREASED
Shares6,442 from 11,880
Change-5,438 (-46%)
Value$497.4K (-$453.1K)
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares6,244 from 9,439
Change-3,195 (-34%)
Value$485.5K (-$269.3K)
Filed 2026-10-23
Primoris Wealth Advisors, LLC
UNCHANGED
Shares6,150 from 6,150
Change0 (0%)
Value$474.8K (-$17.0K)
Filed 2026-10-28
TruNorth Capital Management, LLC
UNCHANGED
Shares6,015 from 6,015
Change0 (0%)
Value$464.4K (-$16.6K)
Filed 2026-10-14
Haven Private, LLC
INCREASED
Shares5,904 from 4,475
Change+1,429 (+32%)
Value$455.8K (+$98.0K)
Filed 2026-10-27
Dynamic Financial Group
UNCHANGED
Shares5,886 from 5,886
Change0 (0%)
Value$454.5K (-$16.2K)
Filed 2026-10-28
Cane Capital Partners, LLC
NEW
Shares5,806
Change+5,806
Value$448.3K
Filed 2026-10-23
Sterling Investment Counsel, LLC
DECREASED
Shares5,774 from 13,802
Change-8,028 (-58%)
Value$445.8K (-$657.9K)
Filed 2026-10-19
BlueSky Wealth Advisors, LLC
DECREASED
Shares5,769 from 10,701
Change-4,932 (-46%)
Value$445.4K (-$410.3K)
Filed 2026-10-29
BG Investment Services, LLC
INCREASED
Shares5,735 from 5,611
Change+124 (+2%)
Value$442.8K (-$5.9K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares5,699 from 4,607
Change+1,092 (+24%)
Value$440.0K (+$71.6K)
Filed 2026-10-14
Atria Investments, Inc
DECREASED
Shares5,669 from 22,832
Change-17,163 (-75%)
Value$437.7K (-$1.4M)
Filed 2026-10-15
Midwest Trust Co
INCREASED
Shares5,639 from 5,279
Change+360 (+7%)
Value$435.4K (+$13.2K)
Filed 2026-10-22
Aegon USA Investment Management, LLC
UNCHANGED
Shares5,575 from 5,575
Change0 (0%)
Value$430.4K (-$15.4K)
Filed 2026-10-30
Modera Wealth Management, LLC
INCREASED
Shares5,495 from 4,355
Change+1,140 (+26%)
Value$424.3K (+$76.0K)
Filed 2026-10-28
Omega Financial Group, LLC
INCREASED
Shares5,448 from 5,299
Change+149 (+3%)
Value$420.7K (-$3.1K)
Filed 2026-10-29
Graetz Wealth LLC
INCREASED
Shares5,434 from 5,356
Change+78 (+1%)
Value$419.5K (-$8.8K)
Filed 2026-10-27
Plancorp, LLC
INCREASED
Shares5,401 from 4,750
Change+651 (+14%)
Value$418.2K (+$40.5K)
Filed 2026-11-03
Guardian Partners Inc.
DECREASED
Shares5,392 from 5,482
Change-90 (-2%)
Value$416.3K (-$22.1K)
Filed 2026-10-21
Rockport Wealth LLC
UNCHANGED
Shares5,317 from 5,317
Change0 (0%)
Value$410.5K (-$14.7K)
Filed 2026-11-03
Security Financial Services, Inc.
INCREASED
Shares5,278 from 2,751
Change+2,527 (+92%)
Value$407.5K (+$187.5K)
Filed 2026-10-29
Stewardship Advisors, LLC
UNCHANGED
Shares5,161 from 5,161
Change0 (0%)
Value$398.5K (-$14.2K)
Filed 2026-10-20
CFS Investment Advisory Services, LLC
NEW
Shares5,111
Change+5,111
Value$394.9K
Filed 2026-10-19
Wesbanco Bank Inc
DECREASED
Shares5,099 from 5,737
Change-638 (-11%)
Value$393.7K (-$65.1K)
Filed 2026-11-04
M Holdings Securities, Inc.
NEW
Shares5,064
Change+5,064
Value$391.0K
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares5,036 from 4,696
Change+340 (+7%)
Value$388.8K (+$13.3K)
Filed 2026-11-04
E&G Advisors, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$386.1K (-$13.8K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares4,996 from 4,984
Change+12 (+0%)
Value$385.7K (-$12.8K)
Filed 2026-10-14
Wagner Wealth Management, Corp
INCREASED
Shares4,917 from 4,895
Change+22 (+0%)
Value$379.6K (-$11.8K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
DECREASED
Shares4,911 from 6,080
Change-1,169 (-19%)
Value$379.2K (-$107.0K)
Filed 2026-10-13
Wedbush Securities Inc
NEW
Shares4,887
Change+4,887
Value$377
Filed 2026-10-22
SigFig Wealth Management, LLC
DECREASED
Shares4,829 from 4,997
Change-168 (-3%)
Value$372.8K (-$27.0K)
Filed 2026-10-07
Caldwell Trust Co
INCREASED
Shares4,761 from 3,764
Change+997 (+26%)
Value$367.6K (+$66.6K)
Filed 2026-10-30
Traynor Capital Management, Inc.
DECREASED
Shares4,758 from 5,352
Change-594 (-11%)
Value$367.4K (-$60.6K)
Filed 2026-10-29
Fifth Third Securities, Inc.
NEW
Shares4,742
Change+4,742
Value$366.1K
Filed 2026-10-21
Aljian Capital Management, LLC
INCREASED
Shares4,725 from 4,550
Change+175 (+4%)
Value$364.8K (+$953)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares4,715 from 4,715
Change0 (0%)
Value$364.0K (-$13.0K)
Filed 2026-10-08
Tassel Capital Management, Inc.
INCREASED
Shares4,708 from 3,906
Change+802 (+21%)
Value$363.5K (+$51.2K)
Filed 2026-10-20
West Wealth Group, LLC
INCREASED
Shares4,666 from 4,636
Change+30 (+1%)
Value$360.3K (-$10.5K)
Filed 2026-10-14
AUA Capital Management, LLC
DECREASED
Shares4,616 from 5,266
Change-650 (-12%)
Value$356.4K (-$64.7K)
Filed 2026-10-15
Wealth Quarterback LLC
INCREASED
Shares4,602 from 3,844
Change+758 (+20%)
Value$355.4K (+$47.9K)
Filed 2026-10-20
Wincap Financial LLC
DECREASED
Shares4,597 from 7,038
Change-2,441 (-35%)
Value$354.9K (-$207.9K)
Filed 2026-10-20
Symphony Financial, Ltd. Co.
DECREASED
Shares4,536 from 4,646
Change-110 (-2%)
Value$351.2K (-$20.5K)
Filed 2026-10-22
Banta Asset Management LP
DECREASED
Shares4,485 from 4,600
Change-115 (-2%)
Value$346.3K (-$21.6K)
Filed 2026-11-02
Box Hill Private Wealth LLC
DECREASED
Shares4,462 from 4,915
Change-453 (-9%)
Value$344.5K (-$48.6K)
Filed 2026-10-05
Patriot Investment Management Group, Inc.
DECREASED
Shares4,458 from 5,329
Change-871 (-16%)
Value$344.2K (-$82.0K)
Filed 2026-10-15
Emergent Wealth Advisors, LLC
DECREASED
Shares4,421 from 4,706
Change-285 (-6%)
Value$341.3K (-$35.0K)
Filed 2026-10-09
New England Private Wealth Advisors LLC
UNCHANGED
Shares4,389 from 4,389
Change0 (0%)
Value$338.9K (-$12.1K)
Filed 2026-10-19
SWP Financial LLC
INCREASED
Shares4,353 from 4,057
Change+296 (+7%)
Value$336.1K (+$11.7K)
Filed 2026-10-23
PUREfi Wealth, LLC
NEW
Shares4,329
Change+4,329
Value$334.2K
Filed 2026-10-19
Alaska Permanent Fund Corp
UNCHANGED
Shares4,264 from 4,264
Change0 (0%)
Value$329.2K (-$10.8K)
Filed 2026-10-21
Regions Financial Corp
DECREASED
Shares4,191 from 4,291
Change-100 (-2%)
Value$323.6K (-$19.6K)
Filed 2026-11-05
Detalus Advisors, LLC
INCREASED
Shares4,106 from 2,702
Change+1,404 (+52%)
Value$317.0K (+$100.9K)
Filed 2026-10-15
Noesis Capital Mangement Corp
INCREASED
Shares4,105 from 3,847
Change+258 (+7%)
Value$316.9K (+$9.3K)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares4,093 from 3,754
Change+339 (+9%)
Value$316.0K (+$15.8K)
Filed 2026-11-03
Capital Investment Advisors, LLC
DECREASED
Shares4,072 from 4,078
Change-6 (0%)
Value$314.4K (-$11.7K)
Filed 2026-10-22
Crestwood Advisors Group, LLC
UNCHANGED
Shares4,059 from 4,059
Change0 (0%)
Value$313.4K (-$11.2K)
Filed 2026-10-27
Spire Wealth Management
INCREASED
Shares3,920 from 3,906
Change+14 (+0%)
Value$302.7K (-$9.7K)
Filed 2026-10-30
KFA Private Wealth Group, LLC
DECREASED
Shares3,731 from 3,789
Change-58 (-2%)
Value$288.1K (-$15.0K)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
DECREASED
Shares3,524 from 4,182
Change-658 (-16%)
Value$272.1K (-$62.4K)
Filed 2026-11-04
RAM Investment Partners, LLC
DECREASED
Shares3,514 from 4,357
Change-843 (-19%)
Value$271.3K (-$77.1K)
Filed 2026-10-21
Braeburn Wealth Management LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$270.3K (-$9.6K)
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
DECREASED
Shares3,426 from 3,473
Change-47 (-1%)
Value$264.5K (-$13.2K)
Filed 2026-11-02
GK Wealth Management LLC
DECREASED
Shares3,351 from 3,359
Change-8 (0%)
Value$258.7K (-$9.8K)
Filed 2026-10-09
Soltis Investment Advisors LLC
DECREASED
Shares3,349 from 4,784
Change-1,435 (-30%)
Value$258.6K (-$123.9K)
Filed 2026-10-28
Principle Wealth Partners LLC
INCREASED
Shares3,349 from 3,082
Change+267 (+9%)
Value$258.6K (+$12.1K)
Filed 2026-11-02
Horst & Graben Wealth Management LLC
DECREASED
Shares3,346 from 3,658
Change-312 (-9%)
Value$258.4K (-$32.8K)
Filed 2026-11-02
Reflection Asset Management
INCREASED
Shares3,327 from 3,232
Change+95 (+3%)
Value$256.9K (-$1.6K)
Filed 2026-10-28
Shepherd Financial Partners LLC
UNCHANGED
Shares3,290 from 3,290
Change0 (0%)
Value$254.0K (-$9.1K)
Filed 2026-11-03
Beacon Financial Group
DECREASED
Shares3,279 from 3,280
Change-1 (0%)
Value$253.2K (-$9.1K)
Filed 2026-10-19
Wavvest Wealth LLC
NEW
Shares3,268
Change+3,268
Value$252.3K
Filed 2026-10-21
Sage Mountain Advisors LLC
UNCHANGED
Shares3,247 from 3,247
Change0 (0%)
Value$250.7K (-$9.0K)
Filed 2026-11-02
Steinberganna Wealth Management
DECREASED
Shares3,231 from 3,385
Change-154 (-5%)
Value$249.5K (-$21.3K)
Filed 2026-10-23
AMG National Trust Bank
DECREASED
Shares3,227 from 3,437
Change-210 (-6%)
Value$249.2K (-$25.7K)
Filed 2026-11-05
Peoples Bank
DECREASED
Shares3,200 from 3,325
Change-125 (-4%)
Value$247.1K (-$18.8K)
Filed 2026-10-09
Hyposwiss Advisors SA
UNCHANGED
Shares3,180 from 3,180
Change0 (0%)
Value$245.5K (-$8.8K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
NEW
Shares3,160
Change+3,160
Value$244.0K
Filed 2026-10-21
Bedminster, LLC
NEW
Shares3,158
Change+3,158
Value$243.8K
Filed 2026-11-04
Ashton Thomas Securities, LLC
NEW
Shares3,158
Change+3,158
Value$243.8K
Filed 2026-10-26
McGlone Suttner Wealth Management, Inc.
UNCHANGED
Shares3,137 from 3,137
Change0 (0%)
Value$242.2K (-$8.7K)
Filed 2026-10-13
Smith Chas P & Associates PA Cpas
INCREASED
Shares3,090 from 3,030
Change+60 (+2%)
Value$237.5K (-$4.8K)
Filed 2026-10-22
RDA Financial Network
INCREASED
Shares3,070 from 3,009
Change+61 (+2%)
Value$237.0K (-$3.6K)
Filed 2026-10-15
TSA Wealth Managment LLC
NEW
Shares3,068
Change+3,068
Value$236.9K
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares3,053 from 3,051
Change+2 (+0%)
Value$235.7K (-$8.2K)
Filed 2026-10-23
Howard Wealth Management, LLC
INCREASED
Shares3,031 from 2,886
Change+145 (+5%)
Value$234.1K (+$3.2K)
Filed 2026-10-28
West Branch Capital LLC
UNCHANGED
Shares3,025 from 3,025
Change0 (0%)
Value$233.6K (-$8.3K)
Filed 2026-10-20
SkyOak Wealth, LLC
UNCHANGED
Shares3,015 from 3,015
Change0 (0%)
Value$232.8K (-$8.3K)
Filed 2026-10-28
Financial Management Professionals, Inc.
DECREASED
Shares2,968 from 3,029
Change-61 (-2%)
Value$229.2K (-$13.1K)
Filed 2026-10-23
Golden State Wealth Management, LLC
DECREASED
Shares2,945 from 3,245
Change-300 (-9%)
Value$227.4K (-$32.1K)
Filed 2026-11-02
Atlas Private Wealth Advisors
DECREASED
Shares2,906 from 3,310
Change-404 (-12%)
Value$224.4K (-$40.3K)
Filed 2026-10-23
Dumont & Blake Investment Advisors LLC
INCREASED
Shares2,887 from 2,712
Change+175 (+6%)
Value$222.9K (+$6.0K)
Filed 2026-10-28
Matauro, LLC
INCREASED
Shares2,887 from 2,844
Change+43 (+2%)
Value$222.9K (-$4.6K)
Filed 2026-11-03
Allegiance Financial Group Advisory Services LLC
NEW
Shares2,883
Change+2,883
Value$222.6K
Filed 2026-11-02
Commerce Advisors, LLC
INCREASED
Shares2,795 from 2,785
Change+10 (+0%)
Value$215.8K (-$6.9K)
Filed 2026-10-19
Worth Financial Advisory Group, LLC
DECREASED
Shares2,782 from 2,829
Change-47 (-2%)
Value$214.8K (-$11.4K)
Filed 2026-10-19
HUB Investment Partners, LLC
DECREASED
Shares2,770 from 3,265
Change-495 (-15%)
Value$213.9K (-$47.2K)
Filed 2026-11-03
Daiwa Securities Group Inc.
DECREASED
Shares2,750 from 15,850
Change-13,100 (-83%)
Value$212.3K (-$1.1M)
Filed 2026-10-29
Black Diamond Financial, LLC
UNCHANGED
Shares2,746 from 2,746
Change0 (0%)
Value$212.0K (-$7.6K)
Filed 2026-10-26
Bellecapital International Ltd.
DECREASED
Shares2,737 from 9,631
Change-6,894 (-72%)
Value$211.3K (-$558.9K)
Filed 2026-10-21
SeaBridge Investment Advisors LLC
NEW
Shares2,725
Change+2,725
Value$210.4K
Filed 2026-11-02
Lee Financial Co
INCREASED
Shares2,708 from 2,572
Change+136 (+5%)
Value$209.1K (+$3.4K)
Filed 2026-10-16
Union Savings Bank
UNCHANGED
Shares2,697 from 2,697
Change0 (0%)
Value$208.2K (-$7.4K)
Filed 2026-10-14
Avory & Company, LLC
INCREASED
Shares2,688 from 2,687
Change+1 (+0%)
Value$207.6K (-$7.3K)
Filed 2026-10-21
FF Advisors,LLC
NEW
Shares2,685
Change+2,685
Value$207.3K
Filed 2026-10-21
Gibbs Wealth Management
NEW
Shares2,680
Change+2,680
Value$206.9K
Filed 2026-10-22
Trifecta Capital Advisors, LLC
UNCHANGED
Shares2,642 from 2,642
Change0 (0%)
Value$204.0K (-$7.3K)
Filed 2026-10-21
Argentarii, LLC
DECREASED
Shares2,637 from 2,996
Change-359 (-12%)
Value$203.6K (-$34.6K)
Filed 2026-10-28
Tucker Asset Management LLC
INCREASED
Shares2,624 from 2,586
Change+38 (+1%)
Value$202.6K (-$4.2K)
Filed 2026-10-29
Compass Financial Management LLC
INCREASED
Shares2,376 from 2,353
Change+23 (+1%)
Value$183.4K (-$3.7K)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
INCREASED
Shares2,258 from 2,179
Change+79 (+4%)
Value$175.0K (+$720)
Filed 2026-10-30
Downshift Financial, LLC
UNCHANGED
Shares2,235 from 2,235
Change0 (0%)
Value$172.6K (-$6.2K)
Filed 2026-10-13
Capital Investment Counsel, Inc
UNCHANGED
Shares2,162 from 2,162
Change0 (0%)
Value$166.9K (-$6.0K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$154.4K (-$5.5K)
Filed 2026-10-05
Concord Wealth Partners
INCREASED
Shares1,904 from 1,876
Change+28 (+1%)
Value$147.0K (-$3.0K)
Filed 2026-11-02
EPG Wealth Management LLC
UNCHANGED
Shares1,838 from 1,838
Change0 (0%)
Value$141.9K (-$5.1K)
Filed 2026-11-03
Ascentis Independent Advisors
INCREASED
Shares1,713 from 779
Change+934 (+120%)
Value$132.3K (+$70.0K)
Filed 2026-11-03
Intesa Sanpaolo Wealth Management
DECREASED
Shares1,700 from 2,200
Change-500 (-23%)
Value$131.3K (-$44.7K)
Filed 2026-10-28
First Horizon Corp
UNCHANGED
Shares1,505 from 1,505
Change0 (0%)
Value$116.2K (-$4.2K)
Filed 2026-10-26
Trust Co of Toledo NA
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$115.8K (-$4.1K)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,333 from 1,333
Change0 (0%)
Value$102.9K (-$3.7K)
Filed 2026-10-15
Register Financial Advisors LLC
DECREASED
Shares1,332 from 1,533
Change-201 (-13%)
Value$102.8K (-$19.7K)
Filed 2026-10-23
Global Trust Asset Management, LLC
DECREASED
Shares1,270 from 1,580
Change-310 (-20%)
Value$98.1K (-$28.3K)
Filed 2026-10-19
Barrett & Company, Inc.
DECREASED
Shares1,148 from 1,535
Change-387 (-25%)
Value$88.6K (-$34.1K)
Filed 2026-10-22
MeadowBrook Investment Advisors LLC
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$87.1K (-$3.2K)
Filed 2026-10-29
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$85 (-$87.9K)
Filed 2026-11-02
Yankcom Partnership
UNCHANGED
Shares1,056 from 1,056
Change0 (0%)
Value$81.5K (-$2.9K)
Filed 2026-10-15
CKW Financial Group
UNCHANGED
Shares1,040 from 1,040
Change0 (0%)
Value$80 (-$82.9K)
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares978 from 978
Change0 (0%)
Value$75.5K (-$2.7K)
Filed 2026-10-23
Nova Financial LLC
NEW
Shares962
Change+962
Value$74.3K
Filed 2026-11-04
Realta Investment Advisors
INCREASED
Shares934 from 908
Change+26 (+3%)
Value$72.1K (-$517)
Filed 2026-10-14
American Capital Advisory, LLC
NEW
Shares885
Change+885
Value$68.3K
Filed 2026-10-28
Laurel Wealth Advisors LLC
NEW
Shares869
Change+869
Value$67.1K
Filed 2026-10-27
Elevation Wealth Partners, LLC
NEW
Shares849
Change+849
Value$65.6K
Filed 2026-10-07
Nfsg Corp
DECREASED
Shares797 from 1,171
Change-374 (-32%)
Value$61.6K (-$32.1K)
Filed 2026-10-15
Edgemoor Investment Advisors, Inc.
NEW
Shares757
Change+757
Value$58.4K
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares708
Change+708
Value$54.7K
Filed 2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$48.6K (-$1.7K)
Filed 2026-10-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares610 from 610
Change0 (0%)
Value$47.1K (-$1.7K)
Filed 2026-10-28
Creative Financial Designs Inc
INCREASED
Shares605 from 104
Change+501 (+482%)
Value$46.7K (+$38.4K)
Filed 2026-11-04
Security National Bank
NEW
Shares570
Change+570
Value$44.0K
Filed 2026-10-26
Elyxium Wealth, LLC
NEW
Shares543
Change+543
Value$42.0K
Filed 2026-10-27
Physician Wealth Advisors, Inc.
INCREASED
Shares522 from 46
Change+476 (+1035%)
Value$40.3K (+$36.6K)
Filed 2026-10-20
Bank of New Hampshire
DECREASED
Shares500 from 755
Change-255 (-34%)
Value$38.6K (-$21.8K)
Filed 2026-10-06
High Point Wealth Management, LLC
INCREASED
Shares494 from 488
Change+6 (+1%)
Value$38.2K (-$839)
Filed 2026-11-05
West Paces Advisors Inc.
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$37.1K (-$1.3K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares431 from 251
Change+180 (+72%)
Value$33.3K (+$13.2K)
Filed 2026-10-14
Asset Dedication, LLC
UNCHANGED
Shares405 from 405
Change0 (0%)
Value$31.3K (-$1.1K)
Filed 2026-11-03
Covestor Ltd
INCREASED
Shares375 from 360
Change+15 (+4%)
Value$29 (-$29.0K)
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares354 from 3,118
Change-2,764 (-89%)
Value$27.3K (-$222.0K)
Filed 2026-10-14
Eastern Bank
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$25.1K (-$897)
Filed 2026-10-05
American National Bank & Trust
UNCHANGED
Shares278 from 278
Change0 (0%)
Value$21.5K (-$767)
Filed 2026-10-07
Triumph Capital Management
UNCHANGED
Shares257 from 257
Change0 (0%)
Value$19.8K (-$709)
Filed 2026-10-14
Brown, Lisle Ings, Inc.
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$19.5K (-$695)
Filed 2026-10-16
Grove Bank & Trust
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$18.8K (-$674)
Filed 2026-10-08
Wolff Wiese Magana LLC
DECREASED
Shares210 from 239
Change-29 (-12%)
Value$16.2K (-$2.9K)
Filed 2026-10-15
Toth Financial Advisory Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$15.4K (-$552)
Filed 2026-10-08
North Star Investment Management Corp.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$15.4K (-$552)
Filed 2026-10-27
Markowski Investments
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$15.4K (-$552)
Filed 2026-10-30
Key Capital Management, Inc
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$14.1K (-$503)
Filed 2026-11-03
WestEnd Advisors, LLC
DECREASED
Shares178 from 254
Change-76 (-30%)
Value$13.7K (-$6.6K)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$13.6K (-$486)
Filed 2026-10-26
Pathway Financial Advisers, LLC
NEW
Shares172
Change+172
Value$13.3K
Filed 2026-10-27
CX Institutional
DECREASED
Shares172 from 187
Change-15 (-8%)
Value$13 (-$2)
Filed 2026-10-02
Fairscale Capital, LLC
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$12.9K (-$422)
Filed 2026-11-04
Ascentis Wealth Management, LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$12.7K (-$454)
Filed 2026-11-03
Financial Consulate, Inc
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$12.1K (-$434)
Filed 2026-10-23
Archer Investment Corp
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$12.0K (-$427)
Filed 2026-11-05
Tompkins Financial Corp
UNCHANGED
Shares153 from 153
Change0 (0%)
Value$11.8K (-$422)
Filed 2026-10-05
Canton Hathaway, LLC
NEW
Shares150
Change+150
Value$11.6K
Filed 2026-10-23
Princeton Global Asset Management LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$10.2K (-$364)
Filed 2026-10-21
Nemes Rush Group LLC
NEW
Shares121
Change+121
Value$9.3K
Filed 2026-11-04
Wilkerson Advisory Group LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$9.0K (-$322)
Filed 2026-10-20
Phillips Financial Management, LLC
DECREASED
Shares109 from 226
Change-117 (-52%)
Value$8.4K (-$9.7K)
Filed 2026-10-19
Cape Investment Advisory, Inc.
DECREASED
Shares107 from 724
Change-617 (-85%)
Value$8.3K (-$49.6K)
Filed 2026-10-13
Gables Capital Management Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.7K (-$276)
Filed 2026-11-04
First Bancorp, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.7K (-$276)
Filed 2026-10-26
Bangor Savings Bank
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$7.3K (-$262)
Filed 2026-10-06
Transce3nd, LLC
NEW
Shares94
Change+94
Value$7.2K
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares94
Change+94
Value$7.3K
Filed 2026-10-21
Salomon & Ludwin, LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$7.2K (-$221)
Filed 2026-10-29
Wolverine Asset Management LLC
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$6.6K (-$237)
Filed 2026-11-02
Joseph Group Capital Management
DECREASED
Shares80 from 5,635
Change-5,555 (-99%)
Value$6.2K (-$444.5K)
Filed 2026-11-04
Signature Equity Partners, LLC
DECREASED
Shares74 from 1,144
Change-1,070 (-94%)
Value$5.7K (-$85.8K)
Filed 2026-10-29
Investors Research Corp
DECREASED
Shares72 from 169
Change-97 (-57%)
Value$5.6K (-$8.0K)
Filed 2026-10-07
High Note Wealth, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$5.0K (-$179)
Filed 2026-10-27
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$4.8K (-$171)
Filed 2026-10-23
Evolution Wealth Management Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$4.6K (-$165)
Filed 2026-10-28
Pacifica Partners Inc.
DECREASED
Shares56 from 141
Change-85 (-60%)
Value$4.3K (-$6.9K)
Filed 2026-10-09
Trust Co of Vermont
NEW
Shares49
Change+49
Value$3.8K
Filed 2026-10-21
JFS Wealth Advisors, LLC
NEW
Shares44
Change+44
Value$3.4K
Filed 2026-11-03
Blue Trust, Inc.
INCREASED
Shares37 from 25
Change+12 (+48%)
Value$2.8K (+$837)
Filed 2026-10-15
Rydar Equities, Inc.
NEW
Shares29
Change+29
Value$2.2K
Filed 2026-10-13
Lynch Investment Planning, LLC
NEW
Shares25
Change+25
Value$1.9K
Filed 2026-10-27
Mcdonald Partners LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.5K (-$55)
Filed 2026-11-03
Horizons Wealth Management
NEW
Shares13
Change+13
Value$1.0K
Filed 2026-10-05
Sofi Wealth, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.0K (-$36)
Filed 2026-10-27
MidAtlantic Capital Management, Inc.
NEW
Shares11
Change+11
Value$849
Filed 2026-11-05
Rakuten Securities, Inc.
INCREASED
Shares11 from 8
Change+3 (+38%)
Value$849 (+$209)
Filed 2026-11-02
PayPay Securities Corp
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$849 (-$31)
Filed 2026-10-27
Manchester Capital Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$773 (-$27)
Filed 2026-10-22
MTM Investment Management, LLC
NEW
Shares5
Change+5
Value$386
Filed 2026-10-30
Murphy & Mullick Capital Management Corp
NEW
Shares3
Change+3
Value$0
Filed 2026-11-02
Silver Grove Financial Group, Inc.
DECREASED
Shares1 from 3,092
Change-3,091 (-100%)
Value$77 (-$247.2K)
Filed 2026-11-05
Powell Investment Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$74 (-$1)
Filed 2026-10-22
Counterpoint Mutual Funds LLC
CLOSED
Shares0 from 1,053,347
Change-1,053,347 (-100%)
Value$0 (-$84.2M)
Filed 2026-10-16
Imc-Chicago, LLC
CLOSED
Shares0 from 418,029
Change-418,029 (-100%)
Value$0 (-$33.4M)
Filed 2026-11-05
Summit Financial Consulting LLC
CLOSED
Shares0 from 272,444
Change-272,444 (-100%)
Value$0 (-$21.8M)
Filed 2026-10-15
Lake Hills Wealth Management, LLC
CLOSED
Shares0 from 28,241
Change-28,241 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-07
Florin Court Capital LLP
CLOSED
Shares0 from 18,900
Change-18,900 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
Global Assets Advisory, LLC
CLOSED
Shares0 from 18,474
Change-18,474 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-28
Pinkerton Wealth, LLC
CLOSED
Shares0 from 18,261
Change-18,261 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-29
True Freedom Investing, LLC
CLOSED
Shares0 from 16,856
Change-16,856 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-29
LVZ, Inc.
CLOSED
Shares0 from 16,469
Change-16,469 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-20
Virtue Capital Management, LLC
CLOSED
Shares0 from 15,175
Change-15,175 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-29
Ramsey Quantitative Systems
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-22
United Advisor Group, LLC
CLOSED
Shares0 from 13,421
Change-13,421 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-03
Belvedere Trading LLC
CLOSED
Shares0 from 9,167
Change-9,167 (-100%)
Value$0 (-$733.1K)
Filed 2026-11-05
Woodward Diversified Capital, LLC
CLOSED
Shares0 from 8,291
Change-8,291 (-100%)
Value$0 (-$663.0K)
Filed 2026-10-21
AmeriServ Wealth Advisors
CLOSED
Shares0 from 8,082
Change-8,082 (-100%)
Value$0 (-$646.3K)
Filed 2026-10-21
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 7,400
Change-7,400 (-100%)
Value$0 (-$591.8K)
Filed 2026-11-04
Integrated Capital Management, LLC
CLOSED
Shares0 from 7,233
Change-7,233 (-100%)
Value$0 (-$578.4K)
Filed 2026-10-23
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 4,597
Change-4,597 (-100%)
Value$0 (-$367.6K)
Filed 2026-10-14
Cabana LLC
CLOSED
Shares0 from 4,229
Change-4,229 (-100%)
Value$0 (-$338.3K)
Filed 2026-11-04
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 4,227
Change-4,227 (-100%)
Value$0 (-$338.0K)
Filed 2026-10-26
Krilogy Financial LLC
CLOSED
Shares0 from 3,608
Change-3,608 (-100%)
Value$0 (-$288.5K)
Filed 2026-10-13
Kelly Financial Services LLC
CLOSED
Shares0 from 3,545
Change-3,545 (-100%)
Value$0 (-$283.5K)
Filed 2026-10-20
Kestra Investment Management, LLC
CLOSED
Shares0 from 3,392
Change-3,392 (-100%)
Value$0 (-$271.3K)
Filed 2026-11-04
Ashurst Perkins Coie Trust Co
CLOSED
Shares0 from 3,384
Change-3,384 (-100%)
Value$0 (-$270.6K)
Filed 2026-10-15
Victory Financial Group, LLC
CLOSED
Shares0 from 3,114
Change-3,114 (-100%)
Value$0 (-$249.0K)
Filed 2026-10-27
Newport Capital Group, LLC
CLOSED
Shares0 from 3,091
Change-3,091 (-100%)
Value$0 (-$247.2K)
Filed 2026-10-16
Titleist Asset Management, LLC
CLOSED
Shares0 from 3,087
Change-3,087 (-100%)
Value$0 (-$246.9K)
Filed 2026-10-08
Fortitude Advisory Group L.L.C.
CLOSED
Shares0 from 2,965
Change-2,965 (-100%)
Value$0 (-$237.1K)
Filed 2026-10-15
Lockerman Financial Group, Inc.
CLOSED
Shares0 from 2,921
Change-2,921 (-100%)
Value$0 (-$233.6K)
Filed 2026-10-19
Crown Wealth Group, LLC
CLOSED
Shares0 from 2,879
Change-2,879 (-100%)
Value$0 (-$230.2K)
Filed 2026-10-19
Citizens Financial Group Inc
CLOSED
Shares0 from 2,785
Change-2,785 (-100%)
Value$0 (-$222.7K)
Filed 2026-10-23
Revisor Wealth Management LLC
CLOSED
Shares0 from 2,744
Change-2,744 (-100%)
Value$0 (-$219.4K)
Filed 2026-10-20
Wealth Forward, LLC
CLOSED
Shares0 from 2,716
Change-2,716 (-100%)
Value$0 (-$217.2K)
Filed 2026-10-14
Fiduciary Alliance LLC
CLOSED
Shares0 from 2,647
Change-2,647 (-100%)
Value$0 (-$211.7K)
Filed 2026-10-13
Independent Wealth Advisors LLC
CLOSED
Shares0 from 2,578
Change-2,578 (-100%)
Value$0 (-$206.2K)
Filed 2026-10-27
Windsor Capital Management, LLC
CLOSED
Shares0 from 2,575
Change-2,575 (-100%)
Value$0 (-$206.0K)
Filed 2026-10-13
Providence First Trust Co
CLOSED
Shares0 from 2,535
Change-2,535 (-100%)
Value$0 (-$202.7K)
Filed 2026-11-02
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,514
Change-1,514 (-100%)
Value$0 (-$121.1K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 930
Change-930 (-100%)
Value$0 (-$74.0K)
Filed 2026-11-02
Vision Financial Markets LLC
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$64.0K)
Filed 2026-10-22
Cornerstone Planning Group LLC
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$48.5K)
Filed 2026-10-16
Armstrong Advisory Group, Inc
CLOSED
Shares0 from 377
Change-377 (-100%)
Value$0 (-$30.1K)
Filed 2026-10-09
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$20.0K)
Filed 2026-11-04
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 155
Change-155 (-100%)
Value$0 (-$12.4K)
Filed 2026-11-03
Noble Wealth Management PBC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$12.0K)
Filed 2026-10-01
Blueline Advisors LLC
CLOSED
Shares0 from 133
Change-133 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-15
SYM Financial Corp
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-26
Founders Capital Management
CLOSED
Shares0 from 32
Change-32 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-13
Indiana Trust & Investment Management Co
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-22
Kingdom Financial Group Llc.
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$1.5K)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 19,441,067
Change-19,441,067 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 18,889,629
Change-18,889,629 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 17,869,123
Change-17,869,123 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 17,696,883
Change-17,696,883 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,440,801
Change-14,440,801 (-100%)
Value—
Ontario Teachers Pension Plan Board
N/A
Shares— from 8,950,000
Change-8,950,000 (-100%)
Value—
APG Asset Management US Inc.
N/A
Shares— from 7,166,024
Change-7,166,024 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 7,082,601
Change-7,082,601 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 6,350,216
Change-6,350,216 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,235,840
Change-6,235,840 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,230,181
Change-5,230,181 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 3,927,162
Change-3,927,162 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 3,750,000
Change-3,750,000 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,612,961
Change-3,612,961 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,282,876
Change-3,282,876 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,925,217
Change-2,925,217 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,847,856
Change-2,847,856 (-100%)
Value—
BNP Paribas
N/A
Shares— from 2,619,837
Change-2,619,837 (-100%)
Value—
Endurance Services Ltd
N/A
Shares— from 2,406,196
Change-2,406,196 (-100%)
Value—
Man Group plc
N/A
Shares— from 2,111,030
Change-2,111,030 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 2,002,740
Change-2,002,740 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 1,986,816
Change-1,986,816 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 1,913,439
Change-1,913,439 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1,753,617
Change-1,753,617 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,595,384
Change-1,595,384 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,593,670
Change-1,593,670 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 1,585,012
Change-1,585,012 (-100%)
Value—
Bain Capital Credit, LP
N/A
Shares— from 1,578,713
Change-1,578,713 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,566,698
Change-1,566,698 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 1,535,122
Change-1,535,122 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,521,905
Change-1,521,905 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 1,287,511
Change-1,287,511 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,149,036
Change-1,149,036 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,141,108
Change-1,141,108 (-100%)
Value—
Symetra Investment Management Co
N/A
Shares— from 1,134,937
Change-1,134,937 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,115,164
Change-1,115,164 (-100%)
Value—
Liberty Mutual Group Asset Management Inc.
N/A
Shares— from 1,071,233
Change-1,071,233 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 1,050,417
Change-1,050,417 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 879,944
Change-879,944 (-100%)
Value—
FMR LLC
N/A
Shares— from 792,376
Change-792,376 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 787,171
Change-787,171 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 780,473
Change-780,473 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 777,090
Change-777,090 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 769,151
Change-769,151 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 751,373
Change-751,373 (-100%)
Value—
Thrivent Financial for Lutherans
N/A
Shares— from 709,951
Change-709,951 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 677,262
Change-677,262 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 670,517
Change-670,517 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 657,970
Change-657,970 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 652,000
Change-652,000 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 573,657
Change-573,657 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 560,580
Change-560,580 (-100%)
Value—
Allstate Corp
N/A
Shares— from 539,073
Change-539,073 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 520,215
Change-520,215 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 508,811
Change-508,811 (-100%)
Value—
Caspian Capital LP
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 484,755
Change-484,755 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 478,500
Change-478,500 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 461,181
Change-461,181 (-100%)
Value—
Aristotle Pacific Capital, LLC
N/A
Shares— from 441,368
Change-441,368 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 441,115
Change-441,115 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 426,000
Change-426,000 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 416,427
Change-416,427 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 383,620
Change-383,620 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 372,550
Change-372,550 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 370,535
Change-370,535 (-100%)
Value—
Hikari Tsushin, Inc.
N/A
Shares— from 343,165
Change-343,165 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 321,516
Change-321,516 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 315,000
Change-315,000 (-100%)
Value—
Toews Corp
N/A
Shares— from 309,000
Change-309,000 (-100%)
Value—
III Capital Management
N/A
Shares— from 308,000
Change-308,000 (-100%)
Value—
Allianz SE
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Highbridge Capital Management LLC
N/A
Shares— from 298,365
Change-298,365 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 287,589
Change-287,589 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 281,586
Change-281,586 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 277,976
Change-277,976 (-100%)
Value—
Invst, LLC
N/A
Shares— from 259,299
Change-259,299 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 250,000
Change-250,000 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 248,016
Change-248,016 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 244,194
Change-244,194 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 237,244
Change-237,244 (-100%)
Value—
King Street Capital Management, L.P.
N/A
Shares— from 237,100
Change-237,100 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 218,419
Change-218,419 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 203,683
Change-203,683 (-100%)
Value—
Isabella Capital Management LLP
N/A
Shares— from 195,000
Change-195,000 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 193,880
Change-193,880 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 192,223
Change-192,223 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 190,000
Change-190,000 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 189,462
Change-189,462 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 188,102
Change-188,102 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 184,199
Change-184,199 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 175,770
Change-175,770 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 172,101
Change-172,101 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 171,100
Change-171,100 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 170,902
Change-170,902 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 159,976
Change-159,976 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 158,722
Change-158,722 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 155,567
Change-155,567 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 150,813
Change-150,813 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 149,392
Change-149,392 (-100%)
Value—
Prudential PLC
N/A
Shares— from 148,916
Change-148,916 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 133,974
Change-133,974 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 130,890
Change-130,890 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 130,545
Change-130,545 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 130,019
Change-130,019 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 127,968
Change-127,968 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 123,730
Change-123,730 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 123,602
Change-123,602 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 121,234
Change-121,234 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 117,902
Change-117,902 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 116,136
Change-116,136 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 115,800
Change-115,800 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 115,299
Change-115,299 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 109,105
Change-109,105 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 106,968
Change-106,968 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 106,539
Change-106,539 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 101,363
Change-101,363 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 101,265
Change-101,265 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 91,283
Change-91,283 (-100%)
Value—
CVS Health Corp
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 84,685
Change-84,685 (-100%)
Value—
Topel & Distasi Wealth Management, LLC
N/A
Shares— from 78,525
Change-78,525 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 78,493
Change-78,493 (-100%)
Value—
Bank of New York Mellon Corp
N/A
Shares— from 77,476
Change-77,476 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 77,289
Change-77,289 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 76,365
Change-76,365 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 75,115
Change-75,115 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 73,890
Change-73,890 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 73,833
Change-73,833 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 73,111
Change-73,111 (-100%)
Value—
FIL Ltd
N/A
Shares— from 71,878
Change-71,878 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 71,536
Change-71,536 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 67,852
Change-67,852 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 67,589
Change-67,589 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 66,929
Change-66,929 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 63,690
Change-63,690 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 62,612
Change-62,612 (-100%)
Value—
CNO Financial Group, Inc.
N/A
Shares— from 62,000
Change-62,000 (-100%)
Value—
Metropolitan Life Insurance Co
N/A
Shares— from 60,500
Change-60,500 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 58,875
Change-58,875 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 58,692
Change-58,692 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 57,880
Change-57,880 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 57,123
Change-57,123 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 57,017
Change-57,017 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 55,594
Change-55,594 (-100%)
Value—
Blair William & Co
N/A
Shares— from 53,983
Change-53,983 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 53,963
Change-53,963 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 53,580
Change-53,580 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 53,405
Change-53,405 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 52,748
Change-52,748 (-100%)
Value—
Little Harbor Advisors, LLC
N/A
Shares— from 52,461
Change-52,461 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 51,982
Change-51,982 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 51,913
Change-51,913 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 50,424
Change-50,424 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 50,403
Change-50,403 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 50,352
Change-50,352 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 49,203
Change-49,203 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 48,492
Change-48,492 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 48,299
Change-48,299 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 47,789
Change-47,789 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 46,446
Change-46,446 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 46,208
Change-46,208 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 45,805
Change-45,805 (-100%)
Value—
&partners
N/A
Shares— from 45,533
Change-45,533 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 44,849
Change-44,849 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 44,811
Change-44,811 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 44,683
Change-44,683 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 44,630
Change-44,630 (-100%)
Value—
Nations Financial Group Inc,
N/A
Shares— from 44,481
Change-44,481 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 44,407
Change-44,407 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 43,552
Change-43,552 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 43,367
Change-43,367 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 43,197
Change-43,197 (-100%)
Value—
CIM, LLC
N/A
Shares— from 43,160
Change-43,160 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 42,769
Change-42,769 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 42,353
Change-42,353 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 41,754
Change-41,754 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 40,500
Change-40,500 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 40,151
Change-40,151 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 38,159
Change-38,159 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 37,513
Change-37,513 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 37,102
Change-37,102 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 37,021
Change-37,021 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 36,977
Change-36,977 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 36,943
Change-36,943 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 36,500
Change-36,500 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 36,465
Change-36,465 (-100%)
Value—
Commerce Bank
N/A
Shares— from 36,398
Change-36,398 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 36,316
Change-36,316 (-100%)
Value—
Fiera Capital Corp
N/A
Shares— from 36,250
Change-36,250 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 36,197
Change-36,197 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 36,078
Change-36,078 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 35,979
Change-35,979 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 35,790
Change-35,790 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 35,521
Change-35,521 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 35,300
Change-35,300 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 35,208
Change-35,208 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 34,966
Change-34,966 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 34,900
Change-34,900 (-100%)
Value—
Financial Alternatives, Inc
N/A
Shares— from 34,825
Change-34,825 (-100%)
Value—
J.W. Cole Advisors, Inc.
N/A
Shares— from 34,504
Change-34,504 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 33,266
Change-33,266 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 32,669
Change-32,669 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 32,144
Change-32,144 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 32,031
Change-32,031 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 31,889
Change-31,889 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 31,823
Change-31,823 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 31,687
Change-31,687 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 31,483
Change-31,483 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 30,413
Change-30,413 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 29,672
Change-29,672 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 29,217
Change-29,217 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 29,138
Change-29,138 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 28,414
Change-28,414 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 28,361
Change-28,361 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 28,000
Change-28,000 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 27,828
Change-27,828 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 27,634
Change-27,634 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 27,447
Change-27,447 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 27,002
Change-27,002 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 26,861
Change-26,861 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 26,589
Change-26,589 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 26,089
Change-26,089 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 25,470
Change-25,470 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 25,312
Change-25,312 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 24,352
Change-24,352 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 23,768
Change-23,768 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 23,456
Change-23,456 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 23,185
Change-23,185 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 23,143
Change-23,143 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 22,951
Change-22,951 (-100%)
Value—
Jefferies Financial Group Inc.
N/A
Shares— from 22,806
Change-22,806 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 22,170
Change-22,170 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 21,801
Change-21,801 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 21,322
Change-21,322 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 21,218
Change-21,218 (-100%)
Value—
Nwam LLC
N/A
Shares— from 21,102
Change-21,102 (-100%)
Value—
Sunbeam Capital Management, LLC
N/A
Shares— from 20,259
Change-20,259 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 20,189
Change-20,189 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 19,542
Change-19,542 (-100%)
Value—
Virtus Fixed Income Advisers, LLC
N/A
Shares— from 19,253
Change-19,253 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 18,996
Change-18,996 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 18,084
Change-18,084 (-100%)
Value—
Maven Securities LTD
N/A
Shares— from 17,600
Change-17,600 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 17,352
Change-17,352 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 16,953
Change-16,953 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 16,880
Change-16,880 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 16,858
Change-16,858 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 16,447
Change-16,447 (-100%)
Value—
Florida Trust Wealth Management Co
N/A
Shares— from 16,421
Change-16,421 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 15,886
Change-15,886 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 15,604
Change-15,604 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 15,553
Change-15,553 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 15,455
Change-15,455 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 15,289
Change-15,289 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 15,204
Change-15,204 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 15,180
Change-15,180 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 14,608
Change-14,608 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 14,521
Change-14,521 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 14,460
Change-14,460 (-100%)
Value—
Mandatum Life Insurance Co Ltd
N/A
Shares— from 13,714
Change-13,714 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 13,706
Change-13,706 (-100%)
Value—
Nicola Wealth Management Ltd.
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
Prossimo Advisors, LLC
N/A
Shares— from 13,224
Change-13,224 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 12,990
Change-12,990 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 12,830
Change-12,830 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 12,610
Change-12,610 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 12,566
Change-12,566 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 12,539
Change-12,539 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,429
Change-12,429 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 12,418
Change-12,418 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 12,363
Change-12,363 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 12,291
Change-12,291 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 12,213
Change-12,213 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 11,962
Change-11,962 (-100%)
Value—
Infrastructure Capital Advisors, LLC
N/A
Shares— from 11,909
Change-11,909 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 11,811
Change-11,811 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 11,763
Change-11,763 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 11,763
Change-11,763 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,444
Change-11,444 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 11,368
Change-11,368 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 11,275
Change-11,275 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 11,206
Change-11,206 (-100%)
Value—
Endeavor Private Wealth, Inc.
N/A
Shares— from 11,131
Change-11,131 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 10,998
Change-10,998 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 10,210
Change-10,210 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 10,190
Change-10,190 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,137
Change-10,137 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 9,872
Change-9,872 (-100%)
Value—
Betterment LLC
N/A
Shares— from 9,835
Change-9,835 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 9,815
Change-9,815 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 9,728
Change-9,728 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 9,685
Change-9,685 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 9,452
Change-9,452 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 9,440
Change-9,440 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 9,327
Change-9,327 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 9,186
Change-9,186 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 9,095
Change-9,095 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 9,022
Change-9,022 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 8,762
Change-8,762 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 8,465
Change-8,465 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 8,323
Change-8,323 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,278
Change-8,278 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 8,143
Change-8,143 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 8,120
Change-8,120 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 7,848
Change-7,848 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 7,598
Change-7,598 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 7,498
Change-7,498 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 7,470
Change-7,470 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 7,378
Change-7,378 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 7,315
Change-7,315 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 7,311
Change-7,311 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 7,203
Change-7,203 (-100%)
Value—
American Capital Management Inc
N/A
Shares— from 7,173
Change-7,173 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 7,121
Change-7,121 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 7,104
Change-7,104 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 7,012
Change-7,012 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,989
Change-6,989 (-100%)
Value—
Granville Capital, Inc.
N/A
Shares— from 6,848
Change-6,848 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 6,756
Change-6,756 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,713
Change-6,713 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 6,699
Change-6,699 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 6,609
Change-6,609 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 6,567
Change-6,567 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 6,554
Change-6,554 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,415
Change-6,415 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 6,386
Change-6,386 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 6,330
Change-6,330 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 6,083
Change-6,083 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 6,055
Change-6,055 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 6,053
Change-6,053 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,983
Change-5,983 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,982
Change-5,982 (-100%)
Value—
EFG International AG
N/A
Shares— from 5,916
Change-5,916 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 5,882
Change-5,882 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 5,812
Change-5,812 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 5,777
Change-5,777 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 5,765
Change-5,765 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 5,752
Change-5,752 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 5,721
Change-5,721 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 5,649
Change-5,649 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,565
Change-5,565 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 5,482
Change-5,482 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
10Elms LLP
N/A
Shares— from 5,227
Change-5,227 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 5,163
Change-5,163 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 5,024
Change-5,024 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 5,023
Change-5,023 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 5,012
Change-5,012 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,008
Change-5,008 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 5,006
Change-5,006 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 4,877
Change-4,877 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,814
Change-4,814 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 4,708
Change-4,708 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 4,688
Change-4,688 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 4,649
Change-4,649 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 4,628
Change-4,628 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 4,581
Change-4,581 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 4,441
Change-4,441 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,373
Change-4,373 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 4,155
Change-4,155 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 4,004
Change-4,004 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 3,620
Change-3,620 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,589
Change-3,589 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,587
Change-3,587 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 3,476
Change-3,476 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 3,441
Change-3,441 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
EQ LLC
N/A
Shares— from 3,437
Change-3,437 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 3,431
Change-3,431 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Compound Planning, Inc.
N/A
Shares— from 3,342
Change-3,342 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 3,334
Change-3,334 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 3,288
Change-3,288 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,278
Change-3,278 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,241
Change-3,241 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 3,208
Change-3,208 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 3,205
Change-3,205 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 3,125
Change-3,125 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 2,963
Change-2,963 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,952
Change-2,952 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 2,851
Change-2,851 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
King Luther Capital Management Corp
N/A
Shares— from 2,793
Change-2,793 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 2,757
Change-2,757 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,740
Change-2,740 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 2,563
Change-2,563 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 2,529
Change-2,529 (-100%)
Value—
American Trust
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,851
Change-1,851 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 1,590
Change-1,590 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 1,340
Change-1,340 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 769
Change-769 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 758
Change-758 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 750
Change-750 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 748
Change-748 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 677
Change-677 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 607
Change-607 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 584
Change-584 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 516
Change-516 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 510
Change-510 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 510
Change-510 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 504
Change-504 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 442
Change-442 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 287
Change-287 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 283
Change-283 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 263
Change-263 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 211
Change-211 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 208
Change-208 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 200
Change-200 (-100%)
Value—
CNB Bank
N/A
Shares— from 195
Change-195 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 192
Change-192 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 173
Change-173 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 149
Change-149 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 135
Change-135 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 67
Change-67 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 56
Change-56 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 52
Change-52 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 49
Change-49 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 13
Change-13 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Natixis
N/A
Shares— from 1
Change-1 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Japan Science & Technology Agency
INCREASED12,940,62611,640,626+1,300,000+11%$930.9M$999.1M+$68.2M2026-10-16
Citigroup Inc
DECREASED7,108,0168,217,075-1,109,059-13%$657.1M$548.8M-$108.3M2026-11-04
MacKenzie Financial Corp
DECREASED2,395,5553,173,717-778,162-25%$253.8M$185.0M-$68.8M2026-11-02
Howard Capital Management, LLC
INCREASED2,362,4082,161,857+200,551+9%$172.9M$182.4M+$9.5M2026-10-16
Assetmark, Inc
DECREASED1,507,9876,908,843-5,400,856-78%$552.5M$116.4M-$436.1M2026-10-21
PartnerRe Asset Management Corp
UNCHANGED1,397,7451,397,74500%$111.8M$107.9M-$3.9M2026-10-07
Simplex Trading, LLC
NEW1,017,542—+1,017,542——$78.6M—2026-11-04
Ocean Park Asset Management, LLC
DECREASED982,4911,988,691-1,006,200-51%$159.0M$75.9M-$83.2M2026-10-21
State of Michigan Retirement System
UNCHANGED900,000900,00000%$72.0M$69.5M-$2.5M2026-10-27
Towercrest Capital Management
INCREASED507,277481,066+26,211+5%$38.5M$39.2M+$696.2K2026-10-23
Deseret Mutual Benefit Administrators
INCREASED407,509401,482+6,027+2%$32.1M$31.5M-$642.7K2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
INCREASED378,759377,751+1,008+0%$30.2M$29.3M-$938.2K2026-10-29
Williams Jones Wealth Management, Llc.
INCREASED374,105341,905+32,200+9%$27.3M$28.9M+$1.5M2026-11-05
Analyst IMS Investment Management Services Ltd.
DECREASED360,053360,098-450%$28.8M$27.8M-$998.0K2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED358,564329,400+29,164+9%$26.3M$27.7M+$1.3M2026-11-03
Stairway Partners, LLC
INCREASED356,328355,328+1,000+0%$28.4M$27.5M-$903.5K2026-10-02
Kwmg, LLC
INCREASED340,156314,508+25,648+8%$25.2M$26.3M+$1.1M2026-10-07
Alliance Wealth Management Group
INCREASED327,219313,153+14,066+4%$25.0M$25.3M+$222.0K2026-10-29
Trust Co
INCREASED314,782290,017+24,765+9%$23.2M$24.3M+$1.1M2026-10-09
iA Global Asset Management Inc.
DECREASED292,000542,084-250,084-46%$43.4M$22.5K-$43.3M2026-10-29
Cambridge Investment Research Advisors, Inc.
DECREASED290,759400,106-109,347-27%$32.0M$22.5K-$32.0M2026-11-02
Truist Financial Corp
DECREASED279,617318,032-38,415-12%$25.4M$21.6M-$3.8M2026-10-30
Mariner Investment Group LLC
INCREASED272,60024,600+248,000+1008%$2.0M$21.0M+$19.1M2026-11-04
Greenup Street Wealth Management LLC
INCREASED263,031199,469+63,562+32%$16.0M$20.3M+$4.4M2026-10-28
Twele Capital Management, Inc.
DECREASED242,175242,205-300%$19.4M$18.7M-$670.8K2026-10-13
Strong Tower Advisory Services
INCREASED241,677241,084+593+0%$19.3M$18.7M-$619.6K2026-10-13
Amarillo National Bank
INCREASED232,165215,898+16,267+8%$17.3M$17.9M+$660.1K2026-10-23
Prudent Man Advisors, LLC
INCREASED221,246218,425+2,821+1%$17.5M$17.1M-$385.0K2026-11-03
Global Wealth Management Investment Advisory, Inc.
INCREASED214,975201,473+13,502+7%$16.1M$16.6M+$486.4K2026-11-04
Cullen T Bankers, Inc.
INCREASED205,684196,125+9,559+5%$15.7M$15.9M+$196.7K2026-10-28
Probity Advisors, Inc.
INCREASED197,557189,043+8,514+5%$15.1M$15.3M+$135.6K2026-10-23
Privium Fund Management (UK) Ltd
INCREASED189,460166,370+23,090+14%$13.3M$14.7M+$1.3M2026-10-30
MBL Wealth, LLC
INCREASED186,439183,210+3,229+2%$14.7M$14.4M-$256.3K2026-10-22
J.Safra Asset Management Corp
INCREASED178,990164,673+14,317+9%$13.2M$13.8M+$650.9K2026-11-03
Kestra Advisory Services, LLC
DECREASED174,540176,555-2,015-1%$14.1M$13.5M-$642.9K2026-11-02
Farmers & Merchants Investments Inc
INCREASED170,749169,455+1,294+1%$13.6M$13.2M-$367.8K2026-10-22
Occidental Asset Management, LLC
INCREASED168,768151,079+17,689+12%$12.1M$13.0M+$948.8K2026-11-05
Acasta Partners UK LLP
DECREASED168,095198,841-30,746-15%$15.9M$13.0M-$2.9M2026-10-05
Parallel Advisors, LLC
INCREASED167,453163,189+4,264+3%$13.1M$12.9M-$121.3K2026-11-03
Nvwm, LLC
INCREASED148,26352,481+95,782+183%$4.2M$11.4M+$7.3M2026-10-14
Choreo, LLC
INCREASED124,462114,514+9,948+9%$9.2M$9.6M+$452.2K2026-10-28
Commonwealth Equity Services, LLC
DECREASED122,762124,096-1,334-1%$9.9M$9.5M-$445.5K2026-11-02
Blue Fin Capital, Inc.
INCREASED113,774107,378+6,396+6%$8.6M$8.8M+$197.4K2026-10-28
Summit Global Investments
INCREASED110,953104,888+6,065+6%$8.4M$8.6K-$8.4M2026-10-28
Rebalance, LLC
INCREASED95,42693,502+1,924+2%$7.5M$7.4M-$109.5K2026-10-22
Wealthstar Advisors, LLC
DECREASED95,05195,173-1220%$7.6M$7.3M-$272.1K2026-10-19
OxenFree Capital LLC
INCREASED94,99587,607+7,388+8%$7.0M$7.3M+$352.7K2026-10-07
Avion Wealth
INCREASED93,60847,139+46,469+99%$3.8M$7.2M+$3.5M2026-11-04
Ashton Thomas Private Wealth, LLC
DECREASED93,08993,996-907-1%$7.5M$7.2M-$329.5K2026-11-03
Genus Capital Management Inc.
INCREASED91,31851,657+39,661+77%$4.1M$7.1M+$2.9M2026-11-04
Beirne Wealth Consulting Services, LLC
INCREASED91,19889,110+2,088+2%$7.1M$7.0M-$84.7K2026-10-19
Legacy Wealth Partners, LLC
INCREASED91,07487,516+3,558+4%$7.0M$7.0M+$33.2K2026-10-15
Park Avenue Securities LLC
DECREASED86,871242,234-155,363-64%$19.4M$6.7K-$19.4M2026-10-26
Integrated Advisors Network LLC
DECREASED83,38986,553-3,164-4%$6.9M$6.4M-$483.1K2026-10-20
Boltwood Capital Management
DECREASED81,60083,640-2,040-2%$6.7M$6.3M-$388.4K2026-10-02
Grimes & Co Wealth Management, LLC
DECREASED81,2152,189,127-2,107,912-96%$175.1M$6.3M-$168.8M2026-10-29
Paladin Partners, LLC
UNCHANGED80,81080,81000%$6.5M$6.2M-$223.0K2026-10-06
Worth Asset Management, LLC
INCREASED79,22176,549+2,672+3%$6.1M$6.1M-$5.0K2026-10-07
Sumitomo Mitsui DS Asset Management Company, Ltd
NEW78,524—+78,524——$6.1M—2026-10-20
Conning Inc.
UNCHANGED75,15875,15800%$6.0M$5.8M-$207.4K2026-10-27
Moss Adams Wealth Advisors LLC
INCREASED74,57662,519+12,057+19%$5.0M$5.8M+$758.4K2026-10-28
Redhawk Wealth Advisors, Inc.
DECREASED74,53074,578-480%$6.0M$5.8M-$209.5K2026-10-14
Sagespring Wealth Partners, LLC
INCREASED74,00536,052+37,953+105%$2.9M$5.7M+$2.8M2026-10-22
Innealta Capital, LLC
NEW73,984—+73,984——$5.7M—2026-11-02
Cordoba Advisory Partners LLC
INCREASED69,25365,667+3,586+5%$5.3M$5.3M+$95.6K2026-10-19
Darrow Company, Inc.
DECREASED68,72468,944-2200%$5.5M$5.3M-$207.2K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED68,30160,894+7,407+12%$4.9M$5.3M+$414.9K2026-10-13
TD Waterhouse Canada Inc.
DECREASED64,49464,808-3140%$5.2M$5.0M-$200.6K2026-10-16
Washington Trust Advisors, Inc.
INCREASED63,13463,034+100+0%$5.0M$4.9M-$166.3K2026-10-22
Farther Finance Advisors, LLC
DECREASED62,968173,413-110,445-64%$13.9M$4.9M-$9.0M2026-10-08
Kestra Private Wealth Services, LLC
INCREASED62,67761,968+709+1%$5.0M$4.8M-$116.3K2026-10-30
Verdence Capital Advisors LLC
DECREASED60,65461,947-1,293-2%$5.0M$4.7M-$270.8K2026-10-26
Insight Wealth Partners, LLC
DECREASED59,51659,809-2930%$4.8M$4.6M-$187.8K2026-10-26
Net Worth Advisory Group
INCREASED59,34357,123+2,220+4%$4.6M$4.6M-$4.6K2026-10-20
Central Bank & Trust Co
INCREASED59,29559,197+98+0%$4.7M$4.6M-$155.8K2026-10-09
Sterling Investment Advisors LLC
INCREASED57,31955,117+2,202+4%$4.4M$4.4M+$17.9K2026-10-27
Parkside Financial Bank & Trust
INCREASED56,70954,698+2,011+4%$4.4M$4.4M+$4.2K2026-10-27
Ascent Group, LLC
DECREASED55,03974,357-19,318-26%$5.9M$4.2M-$1.7M2026-10-30
Lodestar Private Asset Management LLC
DECREASED55,00369,886-14,883-21%$5.6M$4.2M-$1.3M2026-10-26
Burns J W & Co Inc
INCREASED54,64552,380+2,265+4%$4.2M$4.2M+$30.3K2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED54,41576,999-22,584-29%$6.2M$4.2M-$2.0M2026-10-14
TD Private Client Wealth LLC
INCREASED53,69852,299+1,399+3%$4.2M$4.1M-$36.3K2026-10-28
Members Capital Advisors Inc
UNCHANGED52,00052,00000%$4.2M$4.0M-$143.5K2026-10-26
Financial & Tax Architects, LLC
INCREASED51,97651,066+910+2%$4.1M$4.0M-$70.6K2026-10-15
Sagace Wealth Management LLC
INCREASED51,55849,602+1,956+4%$4.0M$4.0M+$14.1K2026-10-28
NBT Bank, N.A.
DECREASED49,96150,073-1120%$4.0M$3.9M-$146.8K2026-10-21
Meridian Wealth Management, LLC
INCREASED46,75244,994+1,758+4%$3.6M$3.6M+$11.6K2026-11-05
Keybank National Association
DECREASED46,75151,216-4,465-9%$4.1M$3.6M-$486.1K2026-11-04
Gladwyn Financial Advisors, Inc.
INCREASED46,43645,546+890+2%$3.6M$3.6M-$57.1K2026-10-05
SBI Securities Co., Ltd.
DECREASED46,02248,075-2,053-4%$3.8M$3.6M-$291.2K2026-10-22
Cypress Wealth Services, LLC
INCREASED44,90944,762+147+0%$3.6M$3.5M-$109.5K2026-10-21
Y.D. More Investments Ltd
DECREASED43,40043,470-700%$3.5M$3.4M-$125.4K2026-11-02
Corepath Wealth Partners LLC
DECREASED42,66047,391-4,731-10%$3.8M$3.3M-$482.7K2026-10-21
City Holding Co
INCREASED42,58637,203+5,383+14%$3.0M$3.3M+$312.9K2026-10-19
HMS Capital Management, LLC
INCREASED41,27040,716+554+1%$3.3M$3.2M-$69.6K2026-10-20
Balefire, LLC
DECREASED41,15799,603-58,446-59%$8.0M$3.2M-$4.8M2026-10-09
Norden Group LLC
UNCHANGED39,97739,97700%$3.2M$3.1M-$110.3K2026-10-20
Vise Technologies, Inc.
INCREASED39,9555,161+34,794+674%$412.7K$3.1M+$2.7M2026-10-29
David J Yvars Group
INCREASED39,88736,873+3,014+8%$2.9M$3.1M+$131.0K2026-10-09
Creative Planning
INCREASED37,79136,438+1,353+4%$2.9M$2.9M+$4.0K2026-11-02
IFG Advisors, LLC
DECREASED35,46536,654-1,189-3%$2.9M$2.7M-$193.0K2026-10-15
Vontobel Holding Ltd.
DECREASED35,23236,967-1,735-5%$3.0M$2.7M-$236.0K2026-10-16
Laurel OAK Wealth Management, LLC
DECREASED35,13437,942-2,808-7%$3.0M$2.7M-$321.6K2026-10-19
Allstreet Capital Advisors LLC
INCREASED34,11430,496+3,618+12%$2.4M$2.6M+$195.2K2026-11-04
Heritage Wealth Management, Inc.
INCREASED34,05929,097+4,962+17%$2.3M$2.6M+$302.8K2026-10-27
MGO One Seven LLC
INCREASED33,52112,933+20,588+159%$1.0M$2.6M+$1.6M2026-10-28
Stirlingshire Investments, Inc.
INCREASED33,3928,280+25,112+303%$662.1K$2.6M+$1.9M2026-11-05
BLB&B Advisors, LLC
INCREASED32,60831,928+680+2%$2.6M$2.5M-$35.7K2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED32,07633,979-1,903-6%$2.7M$2.5M-$240.7K2026-10-20
Financial Partners Group, Inc
INCREASED31,98931,977+12+0%$2.6M$2.5M-$87.3K2026-10-19
Centerline Wealth Advisors, LLC
INCREASED31,8933,649+28,244+774%$291.8K$2.5M+$2.2M2026-10-15
Diversified Portfolios, Inc.
NEW30,405—+30,405——$2.3M—2026-11-04
Arch Capital Group Ltd.
UNCHANGED30,00030,00000%$2.4M$2.3M-$82.7K2026-11-04
SevenBridge Financial Group, LLC
DECREASED29,79230,798-1,006-3%$2.5M$2.3M-$162.9K2026-10-26
Washington Trust Bank
INCREASED29,76225,412+4,350+17%$2.0M$2.3M+$265.7K2026-11-03
Grey Fox Wealth Advisors, LLC
INCREASED29,14028,862+278+1%$2.3M$2.2M-$58.2K2026-11-03
IFP Advisors, Inc
INCREASED28,98527,913+1,072+4%$2.2M$2.2M+$5.7K2026-10-16
Simplicity Wealth,LLC
INCREASED28,75324,566+4,187+17%$2.0M$2.2M+$255.5K2026-10-23
Cranbrook Wealth Management, LLC
DECREASED28,71980,843-52,124-64%$6.5M$2.2M-$4.2M2026-10-28
D.A. Davidson & Co.
INCREASED28,54126,392+2,149+8%$2.1M$2.2M+$93.1K2026-10-28
Focus Wealth Advisors, LLC
INCREASED28,17727,956+221+1%$2.2M$2.2M-$60.1K2026-10-14
Oasis Advisors, LLC
INCREASED27,71113,243+14,468+109%$1.1M$2.1M+$1.1M2026-10-16
Frank, Rimerman Advisors LLC
UNCHANGED27,67327,67300%$2.2M$2.1M-$76.4K2026-10-16
Oppenheimer & Co Inc
INCREASED27,66927,059+610+2%$2.2M$2.1M-$27.6K2026-10-26
Ramiah Investment Group
INCREASED27,63227,000+632+2%$2.2M$2.1M-$25.7K2026-10-20
Global Trust Wealth Management LLC
INCREASED26,52826,313+215+1%$2.1M$2.0M-$56.0K2026-10-14
Avior Wealth Management, LLC
INCREASED26,17622,251+3,925+18%$1.8M$2.0M+$241.6K2026-10-13
Odyssey Capital Advisors, Inc.
INCREASED25,66325,616+47+0%$2.0M$2.0M-$67.1K2026-10-26
Galvin, Gaustad & Stein, LLC
INCREASED25,29812,848+12,450+97%$1.0M$2.0M+$925.8K2026-10-08
Islay Capital Management, LLC
INCREASED25,19010,637+14,553+137%$850.6K$1.9M+$1.1M2026-10-20
BKM Wealth Management, LLC
DECREASED24,61924,909-290-1%$2.0M$1.9M-$91.1K2026-10-22
Dynamic Advisor Solutions LLC
DECREASED24,08324,130-470%$1.9M$1.9M-$70.2K2026-10-13
Csenge Advisory Group
DECREASED24,072106,804-82,732-77%$8.5M$1.9M-$6.7M2026-11-04
Cyndeo Wealth Partners, LLC
INCREASED23,92917,068+6,861+40%$1.4M$1.8M+$482.6K2026-10-16
Sowell Financial Services LLC
DECREASED23,61526,481-2,866-11%$2.1M$1.8M-$294.4K2026-10-23
Ironwood Financial, llc
DECREASED23,13523,205-700%$1.8M$1.8M-$59.0K2026-10-20
Prospera Financial Services Inc
INCREASED22,45221,693+759+4%$1.7M$1.7M+$3.7K2026-11-04
First Interstate Bank
INCREASED22,40820,327+2,081+10%$1.6M$1.7M+$104.6K2026-10-23
Concurrent Investment Advisors, LLC
INCREASED22,32418,341+3,983+22%$1.5M$1.7M+$256.9K2026-10-16
Richardson Financial Services Inc.
DECREASED22,30539,400-17,095-43%$3.2M$1.7M-$1.4M2026-10-30
Cadent Capital Advisors, LLC
DECREASED21,63721,687-500%$1.7M$1.7M-$63.7K2026-10-09
OFS Enterprise LLC
INCREASED21,5136,471+15,042+232%$517.5K$1.7M+$1.1M2026-10-16
Buck Wealth Strategies, LLC
DECREASED20,12120,923-802-4%$1.7M$1.6M-$119.7K2026-10-28
Fell Capital Management
DECREASED19,93220,282-350-2%$1.6M$1.5M-$83.0K2026-10-09
Diversify Advisory Services, LLC
INCREASED19,77915,433+4,346+28%$1.2M$1.5M+$302.2K2026-10-20
Diversify Wealth Management, LLC
INCREASED19,77915,433+4,346+28%$1.2M$1.5M+$302.2K2026-10-20
First Premier Bank
INCREASED19,52715,899+3,628+23%$1.3K$1.5K+$2372026-10-13
Neumann Capital Management, LLC
DECREASED19,49322,691-3,198-14%$1.8M$1.5M-$309.5K2026-10-15
AtlasMark Financial, Inc
DECREASED19,16222,463-3,301-15%$1.8M$1.5M-$316.9K2026-10-13
Asset Allocation & Management Company, LLC
UNCHANGED19,13019,13000%$1.5K$1.5K-$532026-10-13
Howland Capital Management LLC
UNCHANGED19,07419,07400%$1.5M$1.5M-$52.6K2026-10-22
SWS Partners
INCREASED18,89717,978+919+5%$1.4M$1.5M+$21.4K2026-10-26
Cannon Advisors, Inc.
INCREASED18,62817,774+854+5%$1.4M$1.4M+$19.8K2026-10-14
Ninety One UK Ltd
DECREASED18,59221,326-2,734-13%$1.7M$1.4M-$270.0K2026-10-15
AlphaCore Capital LLC
INCREASED18,40615,294+3,112+20%$1.2M$1.4M+$198.0K2026-11-04
Hillcrest Wealth Advisors - NY, LLC
INCREASED18,37511,040+7,335+66%$882.9K$1.4M+$535.9K2026-10-22
Elwood & Goetz Wealth Advisory Group, LLC
DECREASED18,30123,709-5,408-23%$1.9M$1.4M-$483.0K2026-10-28
StoneX Group Inc.
INCREASED18,1993,683+14,516+394%$294.5K$1.4M+$1.1M2026-11-03
Diversified Enterprises, LLC
INCREASED18,08110,710+7,371+69%$856.5K$1.4M+$539.6K2026-10-19
ShoreHaven Wealth Partners, LLC
INCREASED18,04214,166+3,876+27%$1.1M$1.4M+$260.2K2026-10-16
Towerpoint Wealth, LLC
INCREASED17,96117,953+8+0%$1.4M$1.4M-$48.9K2026-10-13
Wealthcare Advisory Partners LLC
DECREASED17,77424,532-6,758-28%$2.0M$1.4M-$589.5K2026-10-21
Topor & Co. Korea
UNCHANGED17,76317,76300%$1.4M$1.4M-$49.0K2026-10-22
Stone Summit Wealth LLC
DECREASED17,43018,650-1,220-7%$1.5M$1.3M-$145.7K2026-10-14
RFG Advisory, LLC
DECREASED15,98036,049-20,069-56%$2.9M$1.2M-$1.6M2026-11-03
Leeward Financial Partners, LLC
INCREASED15,86615,365+501+3%$1.2M$1.2M-$3.7K2026-10-23
Waystone Advisors LLC
DECREASED15,80215,957-155-1%$1.3M$1.3M-$12.4K2026-10-16
Visionary Wealth Advisors
DECREASED15,78316,064-281-2%$1.3M$1.2M-$66.0K2026-11-04
Global View Capital Management LLC
DECREASED15,77969,674-53,895-77%$5.6M$1.2M-$4.4M2026-10-28
White Lighthouse Investment Management Inc.
INCREASED15,48914,952+537+4%$1.2M$1.2M+$1952026-10-21
Advisory Solutions Group, LLC
INCREASED15,37314,993+380+3%$1.2M$1.2M-$12.0K2026-10-14
Birch Financial Group, LLC
INCREASED15,26514,835+430+3%$1.2M$1.2M-$7.7K2026-10-27
Aventus Investment Advisors, Inc.
INCREASED14,94914,735+214+1%$1.2M$1.2M-$24.1K2026-10-09
VestGen Advisors, LLC
DECREASED14,67569,303-54,628-79%$5.5M$1.1M-$4.4M2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED14,59111,775+2,816+24%$941.7K$1.1M+$185.0K2026-10-23
Joseph P. Lucia & Associates, LLC
INCREASED14,31514,086+229+2%$1.1M$1.1M-$21.2K2026-10-30
Vertex Investment Solutions Co., Ltd.
INCREASED14,30013,600+700+5%$1.1M$1.1M+$18.1K2026-10-19
Trilogy Capital Inc.
DECREASED14,18514,312-127-1%$1.1M$1.1M-$49.3K2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED14,17213,156+1,016+8%$1.1M$1.1K-$1.1M2026-10-14
Lido Advisors, LLC
INCREASED13,93713,403+534+4%$1.1M$1.1M+$4.2K2026-11-04
Trek Financial, LLC
INCREASED13,82513,018+807+6%$1.0M$1.1M+$26.3K2026-10-29
Rooted Wealth Advisors, Inc.
UNCHANGED13,78813,78800%$1.1M$1.1M$02026-11-03
Strategic Blueprint, LLC
INCREASED13,69612,875+821+6%$1.0M$1.1M+$27.9K2026-10-22
Vicus Capital
DECREASED13,66916,260-2,591-16%$1.3M$1.1M-$244.9K2026-11-05
Koshinski Asset Management, Inc.
DECREASED13,41113,913-502-4%$1.1M$1.0M-$77.2K2026-10-29
Avantax Planning Partners, Inc.
INCREASED13,26512,876+389+3%$1.0M$1.0M-$5.5K2026-11-03
Telos Capital Management, Inc.
INCREASED13,14612,580+566+5%$1.0M$1.0M+$9.0K2026-11-02
Perigon Wealth Management, LLC
DECREASED13,05818,142-5,084-28%$1.5M$1.0M-$442.6K2026-10-22
Vericrest Private Wealth
DECREASED12,93313,233-300-2%$1.1M$998.6K-$59.7K2026-10-21
Venture Visionary Partners LLC
INCREASED12,89712,856+41+0%$1.0M$995.8K-$32.3K2026-10-07
Lanark Financial, Inc.
DECREASED12,81013,768-958-7%$1.1M$989.1K-$112.0K2026-10-26
Pinnacle Associates LTD
DECREASED12,80413,024-220-2%$1.0M$988.6K-$52.9K2026-10-20
Bensler, LLC
DECREASED12,77817,840-5,062-28%$1.4M$986.6K-$440.1K2026-11-05
Buska Wealth Management, LLC
DECREASED12,61124,889-12,278-49%$2.0M$973.7K-$1.0M2026-10-08
Partners Wealth Management, LLC
NEW12,327—+12,327——$951.8K—2026-10-28
SeaCrest Wealth Management, LLC
INCREASED11,69410,934+760+7%$874.4K$902.9K+$28.5K2026-10-21
Tactive Advisors, LLC
NEW11,642—+11,642——$898.9K—2026-10-08
Almanack Investment Partners, Llc.
NEW11,553—+11,553——$892.0K—2026-11-03
City Center Advisors, LLC
INCREASED11,4998,832+2,667+30%$706.3K$887.8K+$181.6K2026-10-08
TT Capital Management LLC
DECREASED11,41511,649-234-2%$931.6K$881.3K-$50.2K2026-10-15
Valen Private Capital, LLC
NEW11,177—+11,177——$863.0K—2026-10-23
Burke & Herbert Bank & Trust Co
DECREASED11,17413,011-1,837-14%$1.0M$862.7K-$177.7K2026-11-02
AdvisorNet Financial, Inc
DECREASED11,00611,456-450-4%$916.1K$845.4K-$70.7K2026-10-15
Argyle Capital Partners, LLC
DECREASED10,96712,035-1,068-9%$962.5K$846.8K-$115.7K2026-10-23
Everhart Financial Group, Inc.
DECREASED10,84111,308-467-4%$904.3K$837.1K-$67.3K2026-10-08
Mesirow Financial Investment Management, Inc.
UNCHANGED10,54510,54500%$843.3K$814.2K-$29.1K2026-11-05
Rudd Co d/b/a Styre Wealth
NEW10,516—+10,516——$807.9K—2026-10-29
Consilium Wealth Advisory, LLC
INCREASED10,49010,446+44+0%$835.4K$809.9K-$25.4K2026-10-14
Barden Capital Management, Inc.
INCREASED10,44610,120+326+3%$809.3K$806.5K-$2.8K2026-10-09
Gryphon Financial Partners LLC
UNCHANGED10,17010,17000%$813.3K$785.2K-$28.1K2026-11-04
Rossby Financial, LCC
DECREASED10,10755,808-45,701-82%$4.5M$780.4K-$3.7M2026-11-05
PFG Advisors
INCREASED10,0993,464+6,635+192%$277.0K$779.7K+$502.8K2026-10-16
Independent Wealth Network Inc.
INCREASED10,0959,364+731+8%$748.8K$779.5K+$30.6K2026-10-19
Yorktown Management & Research Co Inc
UNCHANGED10,00010,00000%$799.7K$772.1K-$27.6K2026-10-28
Washington Trust Co
DECREASED9,96611,463-1,497-13%$916.7K$769.5K-$147.2K2026-10-22
First Growth Capital LLC
INCREASED9,8488,179+1,669+20%$654.1K$760.4K+$106.3K2026-10-15
Objective Capital Management, LLC
DECREASED9,61111,547-1,936-17%$923.4K$742.1K-$181.3K2026-10-13
HB Wealth Management, LLC
INCREASED9,6029,427+175+2%$753.9K$741.4K-$12.5K2026-10-23
Flagstar Securities, Inc
INCREASED9,5079,223+284+3%$737.6K$734.0K-$3.6K2026-10-15
CIBC Asset Management Inc
INCREASED9,4997,669+1,830+24%$613.3K$733.4K+$120.1K2026-11-05
J. Safra Sarasin Holding AG
DECREASED9,48510,235-750-7%$818.9K$733.8K-$85.1K2026-10-26
TFB Advisors LLC
DECREASED9,45629,249-19,793-68%$2.3M$730.1K-$1.6M2026-11-02
OpenArc Corporate Advisory, LLC
INCREASED9,4258,200+1,225+15%$655.8K$727.7K+$72.0K2026-10-21
Lorne Steinberg Wealth Management Inc.
DECREASED9,39010,215-825-8%$816.9K$725.0K-$91.9K2026-10-23
CoreCap Advisors, LLC
INCREASED9,3116,330+2,981+47%$506.2K$719.0K+$212.8K2026-10-08
Argonautica Private Wealth Management, Inc
INCREASED9,2839,135+148+2%$730.5K$716.7K-$13.8K2026-11-02
Aspiriant, LLC
INCREASED9,1556,457+2,698+42%$516.4K$706.9K+$190.4K2026-10-16
Old National Bancorp
INCREASED8,9728,783+189+2%$702.4K$692.7K-$9.6K2026-10-20
Cosner Financial Group, LLC
INCREASED8,9398,699+240+3%$695.7K$690.3K-$5.4K2026-11-03
Integrity Alliance, Llc.
DECREASED8,8949,010-116-1%$720.5K$686.8K-$33.8K2026-10-29
Narus Financial Partners, LLC
DECREASED8,80711,414-2,607-23%$912.8K$680.0K-$232.8K2026-10-19
Arrow Investment Advisors, LLC
DECREASED8,8069,412-606-6%$752.7K$679.9K-$72.8K2026-11-02
Thrive Capital Management, LLC
DECREASED8,6518,862-211-2%$708.7K$667.9K-$40.8K2026-10-28
MKD Wealth Coaches, LLC
INCREASED8,5338,272+261+3%$661.6K$658.8K-$2.7K2026-10-09
McAdam, LLC
DECREASED8,4489,767-1,319-13%$781.1K$652.3K-$128.8K2026-10-21
Brookstone Capital Management
DECREASED8,39813,190-4,792-36%$1.1M$648.4K-$406.4K2026-10-22
Fortress Financial Solutions, LLC
NEW8,337—+8,337——$643.6K—2026-10-14
Independent Financial Group, LLC
INCREASED8,2938,164+129+2%$652.9K$640.3K-$12.6K2026-10-13
Accredited Investors Inc.
INCREASED8,2458,168+77+1%$653.2K$636.6K-$16.6K2026-11-03
Mann Financial Group, Inc.
INCREASED8,1747,701+473+6%$615.8K$631.1K+$15.3K2026-10-15
Verus Capital Partners, LLC
INCREASED8,1716,908+1,263+18%$552.4K$630.9K+$78.4K2026-11-03
Cohen Investment Advisors LLC
INCREASED8,0497,483+566+8%$598.4K$621.5K+$23.0K2026-10-20
Sincerus Advisory, LLC
NEW8,012—+8,012——$618.6K—2026-10-09
Accurate Wealth Management, LLC
DECREASED7,9728,175-203-2%$651.6K$614.5K-$37.1K2026-10-20
Rossmore Private Capital
INCREASED7,9117,336+575+8%$586.7K$610.8K+$24.1K2026-10-27
Clear Creek Financial Management, LLC
DECREASED7,89256,807-48,915-86%$4.5M$609.3K-$3.9M2026-10-28
Chapin Davis, Inc.
INCREASED7,8327,777+55+1%$622.0K$604.7K-$17.3K2026-10-09
Horizon Wealth Management, LLC
DECREASED7,72922,970-15,241-66%$1.8M$596.7K-$1.2M2026-11-02
PKS Advisory Services, LLC
UNCHANGED7,7187,71800%$617.1K$617.1K$02026-10-26
Plan Group Financial, LLC
DECREASED7,66211,986-4,324-36%$958.5K$588.7K-$369.9K2026-10-22
Single Point Partners, LLC
DECREASED7,6447,755-111-1%$620.2K$590.2K-$30.0K2026-10-19
CV Advisors LLC
DECREASED7,6207,821-201-3%$625.4K$588.3K-$37.1K2026-10-13
Daymark Wealth Partners, LLC
DECREASED7,5898,540-951-11%$683.0K$585.9K-$97.0K2026-11-04
Badgley Phelps Wealth Managers, LLC
INCREASED7,5666,481+1,085+17%$518.3K$584.2K+$65.9K2026-10-22
IPG Investment Advisors LLC
INCREASED7,5377,064+473+7%$564.9K$581.9K+$17.0K2026-10-30
Activest Wealth Management
DECREASED7,49414,190-6,696-47%$1.1M$578.6K-$556.2K2026-10-15
Cypress Capital Group
INCREASED7,4756,875+600+9%$549.8K$577.1K+$27.4K2026-11-03
BAR Harbor Wealth Management
DECREASED7,3817,991-610-8%$639.0K$569.9K-$69.2K2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED7,2757,27500%$581.8K$561.7K-$20.1K2026-10-23
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED7,2557,25500%$580.0K$560-$579.4K2026-10-26
Advisor OS, LLC
DECREASED7,2027,605-403-5%$608.2K$556.1K-$52.1K2026-11-03
Private Trust Co NA
DECREASED7,17012,540-5,370-43%$1.0M$553.6K-$449.2K2026-10-20
Navigation Wealth Management, Inc.
INCREASED7,1697,030+139+2%$562.2K$554.1K-$8.1K2026-11-03
Elevation Point Wealth Partners, LLC
DECREASED7,1208,266-1,146-14%$661.0K$549.8K-$111.3K2026-11-05
SAX Wealth Advisors, LLC
DECREASED7,1097,999-890-11%$636.4K$548.9K-$87.5K2026-10-13
Proathlete Wealth Management LLC
UNCHANGED6,8996,89900%$551.7K$532.7K-$19.0K2026-10-15
Pinnacle Wealth Planning Services, Inc.
INCREASED6,7876,406+381+6%$512.3K$524.1K+$11.7K2026-10-27
Pinion Investment Advisors, LLC
DECREASED6,7777,771-994-13%$621.4K$523.3K-$98.2K2026-11-04
Chicago Partners Investment Group LLC
INCREASED6,7366,547+189+3%$518.7K$519.0K+$3072026-10-27
Sonata Capital Group Inc
DECREASED6,6357,635-1,000-13%$610.6K$512.3K-$98.3K2026-10-19
Trail Ridge Investment Advisors, LLC
NEW6,549—+6,549——$505.6K—2026-10-16
Coastline Trust Co
DECREASED6,5188,663-2,145-25%$692.8K$503.3K-$189.5K2026-10-01
Focus Financial Network, Inc.
INCREASED6,4566,025+431+7%$481.8K$498.5K+$16.7K2026-10-14
B. Riley Wealth Advisors, Inc.
DECREASED6,44211,880-5,438-46%$950.5K$497.4K-$453.1K2026-10-13
Sigma Planning Corp
DECREASED6,2449,439-3,195-34%$754.8K$485.5K-$269.3K2026-10-23
Primoris Wealth Advisors, LLC
UNCHANGED6,1506,15000%$491.8K$474.8K-$17.0K2026-10-28
TruNorth Capital Management, LLC
UNCHANGED6,0156,01500%$481.0K$464.4K-$16.6K2026-10-14
Haven Private, LLC
INCREASED5,9044,475+1,429+32%$357.9K$455.8K+$98.0K2026-10-27
Dynamic Financial Group
UNCHANGED5,8865,88600%$470.7K$454.5K-$16.2K2026-10-28
Cane Capital Partners, LLC
NEW5,806—+5,806——$448.3K—2026-10-23
Sterling Investment Counsel, LLC
DECREASED5,77413,802-8,028-58%$1.1M$445.8K-$657.9K2026-10-19
BlueSky Wealth Advisors, LLC
DECREASED5,76910,701-4,932-46%$855.7K$445.4K-$410.3K2026-10-29
BG Investment Services, LLC
INCREASED5,7355,611+124+2%$448.7K$442.8K-$5.9K2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED5,6994,607+1,092+24%$368.4K$440.0K+$71.6K2026-10-14
Atria Investments, Inc
DECREASED5,66922,832-17,163-75%$1.8M$437.7K-$1.4M2026-10-15
Midwest Trust Co
INCREASED5,6395,279+360+7%$422.2K$435.4K+$13.2K2026-10-22
Aegon USA Investment Management, LLC
UNCHANGED5,5755,57500%$445.8K$430.4K-$15.4K2026-10-30
Modera Wealth Management, LLC
INCREASED5,4954,355+1,140+26%$348.3K$424.3K+$76.0K2026-10-28
Omega Financial Group, LLC
INCREASED5,4485,299+149+3%$423.7K$420.7K-$3.1K2026-10-29
Graetz Wealth LLC
INCREASED5,4345,356+78+1%$428.3K$419.5K-$8.8K2026-10-27
Plancorp, LLC
INCREASED5,4014,750+651+14%$377.7K$418.2K+$40.5K2026-11-03
Guardian Partners Inc.
DECREASED5,3925,482-90-2%$438.4K$416.3K-$22.1K2026-10-21
Rockport Wealth LLC
UNCHANGED5,3175,31700%$425.2K$410.5K-$14.7K2026-11-03
Security Financial Services, Inc.
INCREASED5,2782,751+2,527+92%$220.0K$407.5K+$187.5K2026-10-29
Stewardship Advisors, LLC
UNCHANGED5,1615,16100%$412.7K$398.5K-$14.2K2026-10-20
CFS Investment Advisory Services, LLC
NEW5,111—+5,111——$394.9K—2026-10-19
Wesbanco Bank Inc
DECREASED5,0995,737-638-11%$458.8K$393.7K-$65.1K2026-11-04
M Holdings Securities, Inc.
NEW5,064—+5,064——$391.0K—2026-11-03
Bryn Mawr Trust Advisors, LLC
INCREASED5,0364,696+340+7%$375.5K$388.8K+$13.3K2026-11-04
E&G Advisors, LLC
UNCHANGED5,0005,00000%$399.9K$386.1K-$13.8K2026-10-13
Davenport & Co LLC
INCREASED4,9964,984+12+0%$398.6K$385.7K-$12.8K2026-10-14
Wagner Wealth Management, Corp
INCREASED4,9174,895+22+0%$391.5K$379.6K-$11.8K2026-10-20
Signal Advisors Wealth, LLC
DECREASED4,9116,080-1,169-19%$486.2K$379.2K-$107.0K2026-10-13
Wedbush Securities Inc
NEW4,887—+4,887——$377—2026-10-22
SigFig Wealth Management, LLC
DECREASED4,8294,997-168-3%$399.8K$372.8K-$27.0K2026-10-07
Caldwell Trust Co
INCREASED4,7613,764+997+26%$301.0K$367.6K+$66.6K2026-10-30
Traynor Capital Management, Inc.
DECREASED4,7585,352-594-11%$428.0K$367.4K-$60.6K2026-10-29
Fifth Third Securities, Inc.
NEW4,742—+4,742——$366.1K—2026-10-21
Aljian Capital Management, LLC
INCREASED4,7254,550+175+4%$363.9K$364.8K+$9532026-10-28
Avidian Wealth Enterprises, LLC
UNCHANGED4,7154,71500%$377.1K$364.0K-$13.0K2026-10-08
Tassel Capital Management, Inc.
INCREASED4,7083,906+802+21%$312.3K$363.5K+$51.2K2026-10-20
West Wealth Group, LLC
INCREASED4,6664,636+30+1%$370.8K$360.3K-$10.5K2026-10-14
AUA Capital Management, LLC
DECREASED4,6165,266-650-12%$421.1K$356.4K-$64.7K2026-10-15
Wealth Quarterback LLC
INCREASED4,6023,844+758+20%$307.4K$355.4K+$47.9K2026-10-20
Wincap Financial LLC
DECREASED4,5977,038-2,441-35%$562.9K$354.9K-$207.9K2026-10-20
Symphony Financial, Ltd. Co.
DECREASED4,5364,646-110-2%$371.7K$351.2K-$20.5K2026-10-22
Banta Asset Management LP
DECREASED4,4854,600-115-2%$367.9K$346.3K-$21.6K2026-11-02
Box Hill Private Wealth LLC
DECREASED4,4624,915-453-9%$393.1K$344.5K-$48.6K2026-10-05
Patriot Investment Management Group, Inc.
DECREASED4,4585,329-871-16%$426.2K$344.2K-$82.0K2026-10-15
Emergent Wealth Advisors, LLC
DECREASED4,4214,706-285-6%$376.3K$341.3K-$35.0K2026-10-09
New England Private Wealth Advisors LLC
UNCHANGED4,3894,38900%$351.0K$338.9K-$12.1K2026-10-19
SWP Financial LLC
INCREASED4,3534,057+296+7%$324.4K$336.1K+$11.7K2026-10-23
PUREfi Wealth, LLC
NEW4,329—+4,329——$334.2K—2026-10-19
Alaska Permanent Fund Corp
UNCHANGED4,2644,26400%$340.0K$329.2K-$10.8K2026-10-21
Regions Financial Corp
DECREASED4,1914,291-100-2%$343.2K$323.6K-$19.6K2026-11-05
Detalus Advisors, LLC
INCREASED4,1062,702+1,404+52%$216.1K$317.0K+$100.9K2026-10-15
Noesis Capital Mangement Corp
INCREASED4,1053,847+258+7%$307.6K$316.9K+$9.3K2026-10-26
Brighton Jones LLC
INCREASED4,0933,754+339+9%$300.2K$316.0K+$15.8K2026-11-03
Capital Investment Advisors, LLC
DECREASED4,0724,078-60%$326.1K$314.4K-$11.7K2026-10-22
Crestwood Advisors Group, LLC
UNCHANGED4,0594,05900%$324.6K$313.4K-$11.2K2026-10-27
Spire Wealth Management
INCREASED3,9203,906+14+0%$312.4K$302.7K-$9.7K2026-10-30
KFA Private Wealth Group, LLC
DECREASED3,7313,789-58-2%$303.0K$288.1K-$15.0K2026-10-07
EverSource Wealth Advisors, LLC
DECREASED3,5244,182-658-16%$334.5K$272.1K-$62.4K2026-11-04
RAM Investment Partners, LLC
DECREASED3,5144,357-843-19%$348.4K$271.3K-$77.1K2026-10-21
Braeburn Wealth Management LLC
UNCHANGED3,5003,50000%$279.9K$270.3K-$9.6K2026-10-15
Quest 10 Wealth Builders, Inc.
DECREASED3,4263,473-47-1%$277.7K$264.5K-$13.2K2026-11-02
GK Wealth Management LLC
DECREASED3,3513,359-80%$268.5K$258.7K-$9.8K2026-10-09
Soltis Investment Advisors LLC
DECREASED3,3494,784-1,435-30%$382.5K$258.6K-$123.9K2026-10-28
Principle Wealth Partners LLC
INCREASED3,3493,082+267+9%$246.5K$258.6K+$12.1K2026-11-02
Horst & Graben Wealth Management LLC
DECREASED3,3463,658-312-9%$291.2K$258.4K-$32.8K2026-11-02
Reflection Asset Management
INCREASED3,3273,232+95+3%$258.5K$256.9K-$1.6K2026-10-28
Shepherd Financial Partners LLC
UNCHANGED3,2903,29000%$263.1K$254.0K-$9.1K2026-11-03
Beacon Financial Group
DECREASED3,2793,280-10%$262.3K$253.2K-$9.1K2026-10-19
Wavvest Wealth LLC
NEW3,268—+3,268——$252.3K—2026-10-21
Sage Mountain Advisors LLC
UNCHANGED3,2473,24700%$259.7K$250.7K-$9.0K2026-11-02
Steinberganna Wealth Management
DECREASED3,2313,385-154-5%$270.7K$249.5K-$21.3K2026-10-23
AMG National Trust Bank
DECREASED3,2273,437-210-6%$274.9K$249.2K-$25.7K2026-11-05
Peoples Bank
DECREASED3,2003,325-125-4%$265.9K$247.1K-$18.8K2026-10-09
Hyposwiss Advisors SA
UNCHANGED3,1803,18000%$254.3K$245.5K-$8.8K2026-10-26
Axxcess Wealth Management, LLC
NEW3,160—+3,160——$244.0K—2026-10-21
Bedminster, LLC
NEW3,158—+3,158——$243.8K—2026-11-04
Ashton Thomas Securities, LLC
NEW3,158—+3,158——$243.8K—2026-10-26
McGlone Suttner Wealth Management, Inc.
UNCHANGED3,1373,13700%$250.9K$242.2K-$8.7K2026-10-13
Smith Chas P & Associates PA Cpas
INCREASED3,0903,030+60+2%$242.3K$237.5K-$4.8K2026-10-22
RDA Financial Network
INCREASED3,0703,009+61+2%$240.6K$237.0K-$3.6K2026-10-15
TSA Wealth Managment LLC
NEW3,068—+3,068——$236.9K—2026-10-22
Signaturefd, LLC
INCREASED3,0533,051+2+0%$244.0K$235.7K-$8.2K2026-10-23
Howard Wealth Management, LLC
INCREASED3,0312,886+145+5%$230.9K$234.1K+$3.2K2026-10-28
West Branch Capital LLC
UNCHANGED3,0253,02500%$241.9K$233.6K-$8.3K2026-10-20
SkyOak Wealth, LLC
UNCHANGED3,0153,01500%$241.1K$232.8K-$8.3K2026-10-28
Financial Management Professionals, Inc.
DECREASED2,9683,029-61-2%$242.2K$229.2K-$13.1K2026-10-23
Golden State Wealth Management, LLC
DECREASED2,9453,245-300-9%$259.5K$227.4K-$32.1K2026-11-02
Atlas Private Wealth Advisors
DECREASED2,9063,310-404-12%$264.7K$224.4K-$40.3K2026-10-23
Dumont & Blake Investment Advisors LLC
INCREASED2,8872,712+175+6%$216.9K$222.9K+$6.0K2026-10-28
Matauro, LLC
INCREASED2,8872,844+43+2%$227.4K$222.9K-$4.6K2026-11-03
Allegiance Financial Group Advisory Services LLC
NEW2,883—+2,883——$222.6K—2026-11-02
Commerce Advisors, LLC
INCREASED2,7952,785+10+0%$222.7K$215.8K-$6.9K2026-10-19
Worth Financial Advisory Group, LLC
DECREASED2,7822,829-47-2%$226.2K$214.8K-$11.4K2026-10-19
HUB Investment Partners, LLC
DECREASED2,7703,265-495-15%$261.1K$213.9K-$47.2K2026-11-03
Daiwa Securities Group Inc.
DECREASED2,75015,850-13,100-83%$1.3M$212.3K-$1.1M2026-10-29
Black Diamond Financial, LLC
UNCHANGED2,7462,74600%$219.6K$212.0K-$7.6K2026-10-26
Bellecapital International Ltd.
DECREASED2,7379,631-6,894-72%$770.2K$211.3K-$558.9K2026-10-21
SeaBridge Investment Advisors LLC
NEW2,725—+2,725——$210.4K—2026-11-02
Lee Financial Co
INCREASED2,7082,572+136+5%$205.7K$209.1K+$3.4K2026-10-16
Union Savings Bank
UNCHANGED2,6972,69700%$215.7K$208.2K-$7.4K2026-10-14
Avory & Company, LLC
INCREASED2,6882,687+1+0%$214.9K$207.6K-$7.3K2026-10-21
FF Advisors,LLC
NEW2,685—+2,685——$207.3K—2026-10-21
Gibbs Wealth Management
NEW2,680—+2,680——$206.9K—2026-10-22
Trifecta Capital Advisors, LLC
UNCHANGED2,6422,64200%$211.3K$204.0K-$7.3K2026-10-21
Argentarii, LLC
DECREASED2,6372,996-359-12%$238.2K$203.6K-$34.6K2026-10-28
Tucker Asset Management LLC
INCREASED2,6242,586+38+1%$206.8K$202.6K-$4.2K2026-10-29
Compass Financial Management LLC
INCREASED2,3762,353+23+1%$187.2K$183.4K-$3.7K2026-10-30
Capital Investment Advisory Services, LLC
INCREASED2,2582,179+79+4%$174.3K$175.0K+$7202026-10-30
Downshift Financial, LLC
UNCHANGED2,2352,23500%$178.7K$172.6K-$6.2K2026-10-13
Capital Investment Counsel, Inc
UNCHANGED2,1622,16200%$172.9K$166.9K-$6.0K2026-10-20
MassMutual Private Wealth & Trust, FSB
UNCHANGED2,0002,00000%$159.9K$154.4K-$5.5K2026-10-05
Concord Wealth Partners
INCREASED1,9041,876+28+1%$150.0K$147.0K-$3.0K2026-11-02
EPG Wealth Management LLC
UNCHANGED1,8381,83800%$147.0K$141.9K-$5.1K2026-11-03
Ascentis Independent Advisors
INCREASED1,713779+934+120%$62.3K$132.3K+$70.0K2026-11-03
Intesa Sanpaolo Wealth Management
DECREASED1,7002,200-500-23%$175.9K$131.3K-$44.7K2026-10-28
First Horizon Corp
UNCHANGED1,5051,50500%$120.4K$116.2K-$4.2K2026-10-26
Trust Co of Toledo NA
UNCHANGED1,5001,50000%$120.0K$115.8K-$4.1K2026-10-16
Cherry Tree Wealth Management, LLC
UNCHANGED1,3331,33300%$106.6K$102.9K-$3.7K2026-10-15
Register Financial Advisors LLC
DECREASED1,3321,533-201-13%$122.6K$102.8K-$19.7K2026-10-23
Global Trust Asset Management, LLC
DECREASED1,2701,580-310-20%$126.4K$98.1K-$28.3K2026-10-19
Barrett & Company, Inc.
DECREASED1,1481,535-387-25%$122.8K$88.6K-$34.1K2026-10-22
MeadowBrook Investment Advisors LLC
UNCHANGED1,1301,13000%$90.4K$87.1K-$3.2K2026-10-29
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED1,1001,10000%$88.0K$85-$87.9K2026-11-02
Yankcom Partnership
UNCHANGED1,0561,05600%$84.4K$81.5K-$2.9K2026-10-15
CKW Financial Group
UNCHANGED1,0401,04000%$83.0K$80-$82.9K2026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED97897800%$78.2K$75.5K-$2.7K2026-10-23
Nova Financial LLC
NEW962—+962——$74.3K—2026-11-04
Realta Investment Advisors
INCREASED934908+26+3%$72.6K$72.1K-$5172026-10-14
American Capital Advisory, LLC
NEW885—+885——$68.3K—2026-10-28
Laurel Wealth Advisors LLC
NEW869—+869——$67.1K—2026-10-27
Elevation Wealth Partners, LLC
NEW849—+849——$65.6K—2026-10-07
Nfsg Corp
DECREASED7971,171-374-32%$93.7K$61.6K-$32.1K2026-10-15
Edgemoor Investment Advisors, Inc.
NEW757—+757——$58.4K—2026-11-03
Provenance Wealth Advisors, LLC
NEW708—+708——$54.7K—2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED63063000%$50.4K$48.6K-$1.7K2026-10-05
Financial Network Wealth Advisors LLC
UNCHANGED61061000%$48.8K$47.1K-$1.7K2026-10-28
Creative Financial Designs Inc
INCREASED605104+501+482%$8.3K$46.7K+$38.4K2026-11-04
Security National Bank
NEW570—+570——$44.0K—2026-10-26
Elyxium Wealth, LLC
NEW543—+543——$42.0K—2026-10-27
Physician Wealth Advisors, Inc.
INCREASED52246+476+1035%$3.7K$40.3K+$36.6K2026-10-20
Bank of New Hampshire
DECREASED500755-255-34%$60.4K$38.6K-$21.8K2026-10-06
High Point Wealth Management, LLC
INCREASED494488+6+1%$39.0K$38.2K-$8392026-11-05
West Paces Advisors Inc.
UNCHANGED48148100%$38.5K$37.1K-$1.3K2026-10-13
Mather Group, Llc.
INCREASED431251+180+72%$20.1K$33.3K+$13.2K2026-10-14
Asset Dedication, LLC
UNCHANGED40540500%$32.4K$31.3K-$1.1K2026-11-03
Covestor Ltd
INCREASED375360+15+4%$29.0K$29-$29.0K2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED3543,118-2,764-89%$249.4K$27.3K-$222.0K2026-10-14
Eastern Bank
UNCHANGED32532500%$26.0K$25.1K-$8972026-10-05
American National Bank & Trust
UNCHANGED27827800%$22.2K$21.5K-$7672026-10-07
Triumph Capital Management
UNCHANGED25725700%$20.6K$19.8K-$7092026-10-14
Brown, Lisle Ings, Inc.
UNCHANGED25225200%$20.2K$19.5K-$6952026-10-16
Grove Bank & Trust
UNCHANGED24424400%$19.5K$18.8K-$6742026-10-08
Wolff Wiese Magana LLC
DECREASED210239-29-12%$19.1K$16.2K-$2.9K2026-10-15
Toth Financial Advisory Corp
UNCHANGED20020000%$16.0K$15.4K-$5522026-10-08
North Star Investment Management Corp.
UNCHANGED20020000%$16.0K$15.4K-$5522026-10-27
Markowski Investments
UNCHANGED20020000%$16.0K$15.4K-$5522026-10-30
Key Capital Management, Inc
UNCHANGED18218200%$14.6K$14.1K-$5032026-11-03
WestEnd Advisors, LLC
DECREASED178254-76-30%$20.3K$13.7K-$6.6K2026-10-27
Glass Jacobson Investment Advisors llc
UNCHANGED17617600%$14.1K$13.6K-$4862026-10-26
Pathway Financial Advisers, LLC
NEW172—+172——$13.3K—2026-10-27
CX Institutional
DECREASED172187-15-8%$15$13-$22026-10-02
Fairscale Capital, LLC
UNCHANGED16616600%$13.3K$12.9K-$4222026-11-04
Ascentis Wealth Management, LLC
UNCHANGED16416400%$13.2K$12.7K-$4542026-11-03
Financial Consulate, Inc
UNCHANGED15715700%$12.6K$12.1K-$4342026-10-23
Archer Investment Corp
UNCHANGED15515500%$12.4K$12.0K-$4272026-11-05
Tompkins Financial Corp
UNCHANGED15315300%$12.2K$11.8K-$4222026-10-05
Canton Hathaway, LLC
NEW150—+150——$11.6K—2026-10-23
Princeton Global Asset Management LLC
UNCHANGED13213200%$10.5K$10.2K-$3642026-10-21
Nemes Rush Group LLC
NEW121—+121——$9.3K—2026-11-04
Wilkerson Advisory Group LLC
UNCHANGED11711700%$9.4K$9.0K-$3222026-10-20
Phillips Financial Management, LLC
DECREASED109226-117-52%$18.1K$8.4K-$9.7K2026-10-19
Cape Investment Advisory, Inc.
DECREASED107724-617-85%$57.9K$8.3K-$49.6K2026-10-13
Gables Capital Management Inc.
UNCHANGED10010000%$8.0K$7.7K-$2762026-11-04
First Bancorp, Inc
UNCHANGED10010000%$8.0K$7.7K-$2762026-10-26
Bangor Savings Bank
UNCHANGED959500%$7.6K$7.3K-$2622026-10-06
Transce3nd, LLC
NEW94—+94——$7.2K—2026-10-26
Root Financial Partners, LLC
NEW94—+94——$7.3K—2026-10-21
Salomon & Ludwin, LLC
UNCHANGED939300%$7.4K$7.2K-$2212026-10-29
Wolverine Asset Management LLC
UNCHANGED868600%$6.9K$6.6K-$2372026-11-02
Joseph Group Capital Management
DECREASED805,635-5,555-99%$450.6K$6.2K-$444.5K2026-11-04
Signature Equity Partners, LLC
DECREASED741,144-1,070-94%$91.5K$5.7K-$85.8K2026-10-29
Investors Research Corp
DECREASED72169-97-57%$13.5K$5.6K-$8.0K2026-10-07
High Note Wealth, LLC
UNCHANGED656500%$5.2K$5.0K-$1792026-10-27
Bradley & Co. Private Wealth Management, LLC
UNCHANGED626200%$5.0K$4.8K-$1712026-10-23
Evolution Wealth Management Inc.
UNCHANGED606000%$4.8K$4.6K-$1652026-10-28
Pacifica Partners Inc.
DECREASED56141-85-60%$11.2K$4.3K-$6.9K2026-10-09
Trust Co of Vermont
NEW49—+49——$3.8K—2026-10-21
JFS Wealth Advisors, LLC
NEW44—+44——$3.4K—2026-11-03
Blue Trust, Inc.
INCREASED3725+12+48%$2.0K$2.8K+$8372026-10-15
Rydar Equities, Inc.
NEW29—+29——$2.2K—2026-10-13
Lynch Investment Planning, LLC
NEW25—+25——$1.9K—2026-10-27
Mcdonald Partners LLC
UNCHANGED202000%$1.6K$1.5K-$552026-11-03
Horizons Wealth Management
NEW13—+13——$1.0K—2026-10-05
Sofi Wealth, LLC
UNCHANGED131300%$1.1K$1.0K-$362026-10-27
MidAtlantic Capital Management, Inc.
NEW11—+11——$849—2026-11-05
Rakuten Securities, Inc.
INCREASED118+3+38%$640$849+$2092026-11-02
PayPay Securities Corp
UNCHANGED111100%$880$849-$312026-10-27
Manchester Capital Management LLC
UNCHANGED101000%$800$773-$272026-10-22
MTM Investment Management, LLC
NEW5—+5——$386—2026-10-30
Murphy & Mullick Capital Management Corp
NEW3—+3——$0—2026-11-02
Silver Grove Financial Group, Inc.
DECREASED13,092-3,091-100%$247.3K$77-$247.2K2026-11-05
Powell Investment Advisors, LLC
UNCHANGED1100%$75$74-$12026-10-22
Counterpoint Mutual Funds LLC
CLOSED01,053,347-1,053,347-100%$84.2M$0-$84.2M2026-10-16
Imc-Chicago, LLC
CLOSED0418,029-418,029-100%$33.4M$0-$33.4M2026-11-05
Summit Financial Consulting LLC
CLOSED0272,444-272,444-100%$21.8M$0-$21.8M2026-10-15
Lake Hills Wealth Management, LLC
CLOSED028,241-28,241-100%$2.3M$0-$2.3M2026-10-07
Florin Court Capital LLP
CLOSED018,900-18,900-100%$1.5M$0-$1.5M2026-11-02
Global Assets Advisory, LLC
CLOSED018,474-18,474-100%$1.5M$0-$1.5M2026-10-28
Pinkerton Wealth, LLC
CLOSED018,261-18,261-100%$1.5M$0-$1.5M2026-10-29
True Freedom Investing, LLC
CLOSED016,856-16,856-100%$1.3M$0-$1.3M2026-10-29
LVZ, Inc.
CLOSED016,469-16,469-100%$1.3M$0-$1.3M2026-10-20
Virtue Capital Management, LLC
CLOSED015,175-15,175-100%$1.2M$0-$1.2M2026-10-29
Ramsey Quantitative Systems
CLOSED015,000-15,000-100%$1.2M$0-$1.2M2026-10-22
United Advisor Group, LLC
CLOSED013,421-13,421-100%$1.1M$0-$1.1M2026-11-03
Belvedere Trading LLC
CLOSED09,167-9,167-100%$733.1K$0-$733.1K2026-11-05
Woodward Diversified Capital, LLC
CLOSED08,291-8,291-100%$663.0K$0-$663.0K2026-10-21
AmeriServ Wealth Advisors
CLOSED08,082-8,082-100%$646.3K$0-$646.3K2026-10-21
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED07,400-7,400-100%$591.8K$0-$591.8K2026-11-04
Integrated Capital Management, LLC
CLOSED07,233-7,233-100%$578.4K$0-$578.4K2026-10-23
KMG Fiduciary Partners, LLC
CLOSED04,597-4,597-100%$367.6K$0-$367.6K2026-10-14
Cabana LLC
CLOSED04,229-4,229-100%$338.3K$0-$338.3K2026-11-04
Total Clarity Wealth Management, Inc.
CLOSED04,227-4,227-100%$338.0K$0-$338.0K2026-10-26
Krilogy Financial LLC
CLOSED03,608-3,608-100%$288.5K$0-$288.5K2026-10-13
Kelly Financial Services LLC
CLOSED03,545-3,545-100%$283.5K$0-$283.5K2026-10-20
Kestra Investment Management, LLC
CLOSED03,392-3,392-100%$271.3K$0-$271.3K2026-11-04
Ashurst Perkins Coie Trust Co
CLOSED03,384-3,384-100%$270.6K$0-$270.6K2026-10-15
Victory Financial Group, LLC
CLOSED03,114-3,114-100%$249.0K$0-$249.0K2026-10-27
Newport Capital Group, LLC
CLOSED03,091-3,091-100%$247.2K$0-$247.2K2026-10-16
Titleist Asset Management, LLC
CLOSED03,087-3,087-100%$246.9K$0-$246.9K2026-10-08
Fortitude Advisory Group L.L.C.
CLOSED02,965-2,965-100%$237.1K$0-$237.1K2026-10-15
Lockerman Financial Group, Inc.
CLOSED02,921-2,921-100%$233.6K$0-$233.6K2026-10-19
Crown Wealth Group, LLC
CLOSED02,879-2,879-100%$230.2K$0-$230.2K2026-10-19
Citizens Financial Group Inc
CLOSED02,785-2,785-100%$222.7K$0-$222.7K2026-10-23
Revisor Wealth Management LLC
CLOSED02,744-2,744-100%$219.4K$0-$219.4K2026-10-20
Wealth Forward, LLC
CLOSED02,716-2,716-100%$217.2K$0-$217.2K2026-10-14
Fiduciary Alliance LLC
CLOSED02,647-2,647-100%$211.7K$0-$211.7K2026-10-13
Independent Wealth Advisors LLC
CLOSED02,578-2,578-100%$206.2K$0-$206.2K2026-10-27
Windsor Capital Management, LLC
CLOSED02,575-2,575-100%$206.0K$0-$206.0K2026-10-13
Providence First Trust Co
CLOSED02,535-2,535-100%$202.7K$0-$202.7K2026-11-02
Salem Investment Counselors Inc
CLOSED01,514-1,514-100%$121.1K$0-$121.1K2026-10-13
International Assets Investment Management, LLC
CLOSED0930-930-100%$74.0K$0-$74.0K2026-11-02
Vision Financial Markets LLC
CLOSED0800-800-100%$64.0K$0-$64.0K2026-10-22
Cornerstone Planning Group LLC
CLOSED0610-610-100%$48.5K$0-$48.5K2026-10-16
Armstrong Advisory Group, Inc
CLOSED0377-377-100%$30.1K$0-$30.1K2026-10-09
Plante Moran Financial Advisors, LLC
CLOSED0250-250-100%$20.0K$0-$20.0K2026-11-04
LFA - Lugano Financial Advisors SA
CLOSED0155-155-100%$12.4K$0-$12.4K2026-11-03
Noble Wealth Management PBC
CLOSED0150-150-100%$12.0K$0-$12.0K2026-10-01
Blueline Advisors LLC
CLOSED0133-133-100%$10.6K$0-$10.6K2026-10-15
SYM Financial Corp
CLOSED091-91-100%$7.3K$0-$7.3K2026-10-26
Founders Capital Management
CLOSED032-32-100%$2.5K$0-$2.5K2026-10-13
Indiana Trust & Investment Management Co
CLOSED022-22-100%$1.8K$0-$1.8K2026-10-22
Kingdom Financial Group Llc.
CLOSED019-19-100%$1.5K$0-$1.5K2026-11-04
Morgan Stanley
N/A—19,441,067-19,441,067-100%$1.6B———
Clark Capital Management Group, Inc.
N/A—18,889,629-18,889,629-100%$1.5B———
BlackRock, Inc.
N/A—17,869,123-17,869,123-100%$1.4B———
Bank of America Corp
N/A—17,696,883-17,696,883-100%$1.4B———
Goldman Sachs Group Inc
N/A—14,440,801-14,440,801-100%$1.2B———
Ontario Teachers Pension Plan Board
N/A—8,950,000-8,950,000-100%$715.7M———
APG Asset Management US Inc.
N/A—7,166,024-7,166,024-100%$570.3M———
BNP Paribas Financial Markets
N/A—7,082,601-7,082,601-100%$566.4M———
JPMorgan Chase & Co
N/A—6,350,216-6,350,216-100%$508.1M———
Royal Bank of Canada
N/A—6,235,840-6,235,840-100%$498.7M———
Envestnet Asset Management Inc
N/A—5,230,181-5,230,181-100%$418.3M———
Caisse de Depot ET Placement DU Quebec
N/A—3,927,162-3,927,162-100%$314.1M———
Northwestern Mutual Investment Management Company, LLC
N/A—3,750,000-3,750,000-100%$299.9M———
UBS Group AG
N/A—3,612,961-3,612,961-100%$288.9M———
LPL Financial LLC
N/A—3,282,876-3,282,876-100%$262.5M———
Stifel Financial Corp
N/A—2,925,217-2,925,217-100%$233.9M———
Wells Fargo & Company
N/A—2,847,856-2,847,856-100%$227.7M———
BNP Paribas
N/A—2,619,837-2,619,837-100%$209.5M———
Endurance Services Ltd
N/A—2,406,196-2,406,196-100%$192.4M———
Man Group plc
N/A—2,111,030-2,111,030-100%$168.8M———
TD Asset Management Inc
N/A—2,002,740-2,002,740-100%$160.2M———
Citadel Advisors LLC
N/A—1,986,816-1,986,816-100%$158.9M———
Capula Management Ltd
N/A—1,913,439-1,913,439-100%$153.0M———
Barclays PLC
N/A—1,753,617-1,753,617-100%$140.2M———
Millennium Management LLC
N/A—1,595,384-1,595,384-100%$127.6M———
Cetera Investment Advisers
N/A—1,593,670-1,593,670-100%$127.4M———
State of Tennessee, Department of Treasury
N/A—1,585,012-1,585,012-100%$126.8M———
Bain Capital Credit, LP
N/A—1,578,713-1,578,713-100%$126.2M———
Ameriprise Financial Inc
N/A—1,566,698-1,566,698-100%$125.0M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—1,535,122-1,535,122-100%$122.8M———
HRT Financial LP
N/A—1,521,905-1,521,905-100%$121.7M———
HSBC Holdings PLC
N/A—1,287,511-1,287,511-100%$103.0M———
Bank of Montreal
N/A—1,149,036-1,149,036-100%$91.9M———
Toronto Dominion Bank
N/A—1,141,108-1,141,108-100%$91.3M———
Symetra Investment Management Co
N/A—1,134,937-1,134,937-100%$90.8M———
Neuberger Berman Group LLC
N/A—1,115,164-1,115,164-100%$89.2M———
Liberty Mutual Group Asset Management Inc.
N/A—1,071,233-1,071,233-100%$85.7M———
Susquehanna International Group, LLP
N/A—1,050,417-1,050,417-100%$84.0M———
Raymond James Financial Inc
N/A—879,944-879,944-100%$70.4M———
FMR LLC
N/A—792,376-792,376-100%$63.4M———
US Bancorp \de\
N/A—787,171-787,171-100%$63.0M———
Sumitomo Mitsui Financial Group, Inc.
N/A—780,473-780,473-100%$62.4M———
SBI Okasan Asset Management Co.Ltd.
N/A—777,090-777,090-100%$62.2M———
National Philanthropic Trust
N/A—769,151-769,151-100%$61.5M———
Banco BTG Pactual S.A.
N/A—751,373-751,373-100%$60.1M———
Thrivent Financial for Lutherans
N/A—709,951-709,951-100%$56.8M———
Prudential Financial Inc
N/A—677,262-677,262-100%$54.2M———
MML Investors Services, LLC
N/A—670,517-670,517-100%$53.6M———
Schroder Investment Management Group
N/A—657,970-657,970-100%$52.6M———
Centiva Capital, LP
N/A—652,000-652,000-100%$52.1M———
Jane Street Group, LLC
N/A—573,657-573,657-100%$45.9M———
Pure Financial Advisors, LLC
N/A—560,580-560,580-100%$44.8M———
Allstate Corp
N/A—539,073-539,073-100%$43.1M———
CI Investments Inc.
N/A—520,215-520,215-100%$41.6M———
Huntington National Bank
N/A—508,811-508,811-100%$40.7M———
Caspian Capital LP
N/A—500,000-500,000-100%$40.0M———
Osaic Holdings, Inc.
N/A—484,755-484,755-100%$38.8M———
Graham Capital Management, L.P.
N/A—478,500-478,500-100%$38.3M———
1832 Asset Management L.P.
N/A—461,181-461,181-100%$36.9M———
Aristotle Pacific Capital, LLC
N/A—441,368-441,368-100%$35.3M———
Cbiz Investment Advisory Services, LLC
N/A—441,115-441,115-100%$35.1M———
DV Trading LLC
N/A—426,000-426,000-100%$34.1M———
DRW Securities, LLC
N/A—416,427-416,427-100%$33.3M———
Qube Research & Technologies Ltd
N/A—383,620-383,620-100%$30.7M———
Capstone Investment Advisors, LLC
N/A—372,550-372,550-100%$29.8M———
Wellington Management Group LLP
N/A—370,535-370,535-100%$29.6M———
Hikari Tsushin, Inc.
N/A—343,165-343,165-100%$27.4M———
CIBC Bancorp USA Inc.
N/A—321,516-321,516-100%$25.6M———
British Columbia Investment Management Corp
N/A—315,000-315,000-100%$25.2M———
Toews Corp
N/A—309,000-309,000-100%$24.7M———
III Capital Management
N/A—308,000-308,000-100%$24.6M———
Allianz SE
N/A—300,000-300,000-100%$24.0M———
Highbridge Capital Management LLC
N/A—298,365-298,365-100%$23.9M———
Principal Securities, Inc.
N/A—287,589-287,589-100%$23.0M———
Edgestream Partners, L.P.
N/A—281,586-281,586-100%$22.5M———
Fifth Third Bancorp
N/A—277,976-277,976-100%$22.2M———
Invst, LLC
N/A—259,299-259,299-100%$20.7M———
Brevan Howard Capital Management LP
N/A—250,000-250,000-100%$20.0M———
Ensign Peak Advisors, Inc
N/A—248,016-248,016-100%$19.8M———
Jump Financial, LLC
N/A—244,194-244,194-100%$19.5M———
Focus Partners Wealth
N/A—237,244-237,244-100%$19.0M———
King Street Capital Management, L.P.
N/A—237,100-237,100-100%$19.0M———
Voya Financial Advisors, Inc.
N/A—218,419-218,419-100%$17.5M———
SG Americas Securities, LLC
N/A—203,683-203,683-100%$16.3M———
Isabella Capital Management LLP
N/A—195,000-195,000-100%$15.6M———
BlueCrest Capital Management Ltd
N/A—193,880-193,880-100%$15.5M———
Northwestern Mutual Wealth Management Co
N/A—192,223-192,223-100%$15.4M———
Hudson Bay Capital Management LP
N/A—190,000-190,000-100%$15.2M———
Financial Advisors Network, Inc.
N/A—189,462-189,462-100%$15.2M———
Verition Fund Management LLC
N/A—188,102-188,102-100%$15.0M———
Nomura Asset Management International Inc.
N/A—184,199-184,199-100%$14.7M———
Gateway Wealth Partners, LLC
N/A—175,770-175,770-100%$14.1M———
Crabel Capital Management, LLC
N/A—172,101-172,101-100%$13.8M———
Renaissance Technologies LLC
N/A—171,100-171,100-100%$13.7M———
Private Advisor Group, LLC
N/A—170,902-170,902-100%$13.7M———
Franklin Resources Inc
N/A—159,976-159,976-100%$12.8M———
Cerity Partners LLC
N/A—158,722-158,722-100%$12.7M———
Mercer Global Advisors Inc
N/A—155,567-155,567-100%$12.4M———
Checchi Capital Advisers, LLC
N/A—150,813-150,813-100%$12.1M———
Balyasny Asset Management L.P.
N/A—150,000-150,000-100%$12.0M———
Foundations Investment Advisors, LLC
N/A—149,392-149,392-100%$11.9M———
Prudential PLC
N/A—148,916-148,916-100%$11.9M———
Mutual Advisors, LLC
N/A—133,974-133,974-100%$10.7M———
Proficio Capital Partners LLC
N/A—130,890-130,890-100%$10.5M———
Rockefeller Capital Management L.P.
N/A—130,545-130,545-100%$10.4M———
Alley Investment Management Company, LLC
N/A—130,019-130,019-100%$10.4M———
Trivium Point Advisory, LLC
N/A—127,968-127,968-100%$10.2M———
Mitsubishi UFJ Trust & Banking Corp
N/A—123,730-123,730-100%$9.9M———
Squarepoint Ops LLC
N/A—123,602-123,602-100%$9.9M———
HighTower Advisors, LLC
N/A—121,234-121,234-100%$9.7M———
Dakota Wealth Management
N/A—117,902-117,902-100%$9.4M———
Tudor Financial Inc.
N/A—116,136-116,136-100%$9.3M———
Strategic Investment Advisors / MI
N/A—115,800-115,800-100%$9.3M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—115,299-115,299-100%$9.2M———
Marex Group Ltd
N/A—109,105-109,105-100%$8.7M———
Baird Financial Group, Inc.
N/A—106,968-106,968-100%$8.6M———
Hilltop Holdings Inc.
N/A—106,539-106,539-100%$8.5M———
Trajan Wealth LLC
N/A—101,363-101,363-100%$8.1M———
Alliancebernstein L.P.
N/A—101,265-101,265-100%$8.1M———
MetLife Investment Management, LLC
N/A—100,000-100,000-100%$8.0M———
Global Retirement Partners, LLC
N/A—91,283-91,283-100%$7.3M———
CVS Health Corp
N/A—90,000-90,000-100%$7.2M———
Teachers Retirement System of the State of Kentucky
N/A—84,685-84,685-100%$6.8M———
Topel & Distasi Wealth Management, LLC
N/A—78,525-78,525-100%$6.3M———
Advyzon Investment Management, LLC
N/A—78,493-78,493-100%$6.3M———
Bank of New York Mellon Corp
N/A—77,476-77,476-100%$6.2M———
Deutsche Bank Ag\
N/A—77,289-77,289-100%$6.2M———
IHT Wealth Management, LLC
N/A—76,365-76,365-100%$6.1M———
USA Financial Formulas
N/A—75,115-75,115-100%$6.0M———
Jones Financial Companies Lllp
N/A—73,890-73,890-100%$5.9M———
Janney Montgomery Scott LLC
N/A—73,833-73,833-100%$5.9M———
Bank of Nova Scotia
N/A—73,111-73,111-100%$5.8M———
FIL Ltd
N/A—71,878-71,878-100%$5.7M———
Northern Trust Corp
N/A—71,536-71,536-100%$5.7M———
Advisory Services Network, LLC
N/A—67,852-67,852-100%$5.4M———
SIG Brokerage, LP
N/A—67,589-67,589-100%$5.4M———
SEI Investments Co
N/A—66,929-66,929-100%$5.4M———
M&T Bank Corp
N/A—63,690-63,690-100%$5.1M———
Valmark Advisers, Inc.
N/A—62,612-62,612-100%$5.0M———
CNO Financial Group, Inc.
N/A—62,000-62,000-100%$5.0M———
Metropolitan Life Insurance Co
N/A—60,500-60,500-100%$4.8M———
Scotia Capital Inc.
N/A—58,875-58,875-100%$4.7M———
Sanctuary Advisors, LLC
N/A—58,692-58,692-100%$4.7M———
One Capital Management, LLC
N/A—57,880-57,880-100%$4.6M———
Palogic Value Management, L.P.
N/A—57,123-57,123-100%$4.6M———
CIBC World Market Inc.
N/A—57,017-57,017-100%$4.6M———
Ballentine Partners, LLC
N/A—55,594-55,594-100%$4.4M———
Blair William & Co
N/A—53,983-53,983-100%$4.3M———
Providence Capital Advisors, LLC
N/A—53,963-53,963-100%$4.3M———
Mariner, LLC
N/A—53,580-53,580-100%$4.3M———
Roundview Capital LLC
N/A—53,405-53,405-100%$4.3M———
Range Advisory, LLC
N/A—52,748-52,748-100%$4.2M———
Little Harbor Advisors, LLC
N/A—52,461-52,461-100%$4.2M———
VestGen Investment Management
N/A—51,982-51,982-100%$4.2M———
W1m Asset Management Ltd
N/A—51,913-51,913-100%$4.2M———
NorthCoast Asset Management LLC
N/A—50,424-50,424-100%$4.0M———
Merit Financial Group, LLC
N/A—50,403-50,403-100%$4.0M———
NerdWallet Wealth Partners, LLC
N/A—50,352-50,352-100%$4.0M———
OneDigital Investment Advisors LLC
N/A—49,203-49,203-100%$3.9M———
Torrey-Payne Wealth Management, LLC
N/A—48,492-48,492-100%$3.9M———
Spahn Wealth & Retirement LLC
N/A—48,299-48,299-100%$3.9M———
Hall Capital Management Co Inc
N/A—47,789-47,789-100%$3.8M———
Personal CFO Solutions, LLC
N/A—46,446-46,446-100%$3.7M———
Beacon Pointe Advisors, LLC
N/A—46,208-46,208-100%$3.7M———
Invictus Private Wealth, LLC
N/A—45,805-45,805-100%$3.7M———
&partners
N/A—45,533-45,533-100%$3.6M———
MorganRosel Wealth Management, LLC
N/A—44,849-44,849-100%$3.6M———
World Investment Advisors
N/A—44,811-44,811-100%$3.6M———
Group One Trading LLC
N/A—44,683-44,683-100%$3.6M———
Gotham Asset Management, LLC
N/A—44,630-44,630-100%$3.6M———
Nations Financial Group Inc,
N/A—44,481-44,481-100%$3.6M———
Ausdal Financial Partners, Inc.
N/A—44,407-44,407-100%$3.6M———
SageView Advisory Group, LLC
N/A—43,552-43,552-100%$3.5M———
Bessemer Group Inc
N/A—43,367-43,367-100%$3.5M———
New Age Alpha Advisors, LLC
N/A—43,197-43,197-100%$3.5M———
CIM, LLC
N/A—43,160-43,160-100%$3.5M———
LifePlan Investment Advisors, Inc.
N/A—42,769-42,769-100%$3.4M———
Pinebridge Investments LLC
N/A—42,353-42,353-100%$3.4M———
Allie Family Office LLC
N/A—41,754-41,754-100%$3.3M———
Atlanta Consulting Group Advisors, LLC
N/A—40,500-40,500-100%$3.2M———
Aptus Capital Advisors, LLC
N/A—40,151-40,151-100%$3.2M———
Point72 Asset Management, L.P.
N/A—40,000-40,000-100%$3.2M———
D. E. Shaw & Co., Inc.
N/A—38,159-38,159-100%$3.1M———
GTS Securities LLC
N/A—37,513-37,513-100%$3.0M———
Continuum Advisory, LLC
N/A—37,102-37,102-100%$3.0M———
Waverly Advisors, LLC
N/A—37,021-37,021-100%$3.0M———
Empowered Funds, LLC
N/A—36,977-36,977-100%$2.9M———
Private Advisory Group LLC
N/A—36,943-36,943-100%$3.0M———
Guardian Capital LP
N/A—36,500-36,500-100%$2.9M———
HFG Advisors, Inc.
N/A—36,465-36,465-100%$2.9M———
Commerce Bank
N/A—36,398-36,398-100%$2.9M———
Harbour Investments, Inc.
N/A—36,316-36,316-100%$2.9M———
Fiera Capital Corp
N/A—36,250-36,250-100%$2.9M———
Rafferty Asset Management, LLC
N/A—36,197-36,197-100%$2.9M———
Russell Investments Group, Ltd.
N/A—36,078-36,078-100%$2.9M———
Tidal Investments LLC
N/A—35,979-35,979-100%$2.9M———
Kingsview Wealth Management, LLC
N/A—35,790-35,790-100%$2.9M———
PNC Financial Services Group, Inc.
N/A—35,521-35,521-100%$2.8M———
LMR Partners LLP
N/A—35,300-35,300-100%$2.8M———
Migdal Insurance & Financial Holdings Ltd.
N/A—35,208-35,208-100%$2.8M———
Geneos Wealth Management Inc.
N/A—34,966-34,966-100%$2.8M———
Arax Advisory Partners
N/A—34,900-34,900-100%$2.8M———
Financial Alternatives, Inc
N/A—34,825-34,825-100%$2.8M———
J.W. Cole Advisors, Inc.
N/A—34,504-34,504-100%$2.8M———
Global Endowment Management, LP
N/A—33,266-33,266-100%$2.7M———
NewEdge Advisors, LLC
N/A—32,669-32,669-100%$2.6M———
Integrated Wealth Concepts LLC
N/A—32,144-32,144-100%$2.6M———
Envestnet Portfolio Solutions, Inc.
N/A—32,031-32,031-100%$2.6M———
Arkadios Wealth Advisors
N/A—31,889-31,889-100%$2.6M———
Boston Research & Management Inc
N/A—31,823-31,823-100%$2.5M———
Transamerica Financial Advisors, LLC
N/A—31,687-31,687-100%$2.5M———
Pinnacle Financial Partners, Inc.
N/A—31,483-31,483-100%$2.5M———
Steward Partners Investment Advisory, LLC
N/A—30,413-30,413-100%$2.4M———
Ranch Capital Advisors Inc.
N/A—29,672-29,672-100%$2.4M———
Stevens Capital Management LP
N/A—29,217-29,217-100%$2.3M———
J. M. Brown & Associates Inc.
N/A—29,138-29,138-100%$2.3M———
AssuredPartners Investment Advisors, LLC
N/A—28,414-28,414-100%$2.3M———
Hancock Whitney Corp
N/A—28,361-28,361-100%$2.3M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—28,000-28,000-100%$2.2M———
Winton Group Ltd
N/A—27,828-27,828-100%$2.2M———
L & S Advisors Inc
N/A—27,634-27,634-100%$2.2M———
Prosperity Consulting Group, LLC
N/A—27,447-27,447-100%$2.2M———
Pacer Advisors, Inc.
N/A—27,002-27,002-100%$2.2M———
Envision Financial Transparency, LLC
N/A—26,861-26,861-100%$558.4K———
Equitable Holdings, Inc.
N/A—26,589-26,589-100%$2.1M———
Guardian Capital, LLC
N/A—26,089-26,089-100%$2.1M———
New England Asset Management Inc
N/A—25,470-25,470-100%$2.0M———
CCG Wealth Management, LLC
N/A—25,312-25,312-100%$2.0M———
Sierra Capital LLC
N/A—24,352-24,352-100%$1.9M———
Perennial Investment Advisors, LLC
N/A—23,768-23,768-100%$1.9M———
Coign Capital Advisors LLC
N/A—23,456-23,456-100%$1.9M———
Orion Porfolio Solutions, LLC
N/A—23,185-23,185-100%$1.9M———
Ameritas Advisory Services, LLC
N/A—23,143-23,143-100%$1.9M———
Savvy Advisors, Inc.
N/A—22,951-22,951-100%$1.8M———
Jefferies Financial Group Inc.
N/A—22,806-22,806-100%$1.8M———
Westwood Holdings Group Inc
N/A—22,170-22,170-100%$1.8M———
1ST Source Bank
N/A—21,801-21,801-100%$1.7M———
Belpointe Asset Management LLC
N/A—21,322-21,322-100%$1.7M———
Wealth Watch Advisors, Inc
N/A—21,218-21,218-100%$1.7M———
Nwam LLC
N/A—21,102-21,102-100%$1.7M———
Sunbeam Capital Management, LLC
N/A—20,259-20,259-100%$1.6M———
GeoWealth Management, LLC
N/A—20,189-20,189-100%$1.6M———
Summit Financial, LLC
N/A—19,542-19,542-100%$1.6M———
Virtus Fixed Income Advisers, LLC
N/A—19,253-19,253-100%$1.5M———
Western Wealth Management, LLC
N/A—18,996-18,996-100%$1.5M———
National Bank of Canada
N/A—18,084-18,084-100%$1.4M———
Maven Securities LTD
N/A—17,600-17,600-100%$1.4M———
Snowden Capital Advisors LLC
N/A—17,352-17,352-100%$1.4M———
Ironwood Investment Counsel, LLC
N/A—16,953-16,953-100%$1.4M———
Edmond de Rothschild Holding S.A.
N/A—16,880-16,880-100%$1.3M———
Valtrion Capital Management, LLC
N/A—16,858-16,858-100%$1.3M———
CreativeOne Wealth, LLC
N/A—16,447-16,447-100%$1.3M———
Florida Trust Wealth Management Co
N/A—16,421-16,421-100%$1.3M———
RWA Wealth Partners, LLC
N/A—15,886-15,886-100%$1.3M———
Prostatis Group LLC
N/A—15,604-15,604-100%$1.2M———
Concord Investment Counsel Inc.
N/A—15,553-15,553-100%$1.2M———
Dimension Capital Management LLC
N/A—15,455-15,455-100%$1.2M———
Richard W. Paul & Associates, LLC
N/A—15,289-15,289-100%$1.2M———
Sandro Wealth Management LLC
N/A—15,204-15,204-100%$1.2M———
Rathbones Group PLC
N/A—15,180-15,180-100%$1.2M———
Invesco Ltd.
N/A—14,608-14,608-100%$1.2M———
Maridea Wealth Management LLC
N/A—14,521-14,521-100%$1.2M———
Clearstead Advisors, LLC
N/A—14,460-14,460-100%$1.2M———
Mandatum Life Insurance Co Ltd
N/A—13,714-13,714-100%$1.1M———
Insigneo Advisory Services, LLC
N/A—13,706-13,706-100%$1.1M———
Nicola Wealth Management Ltd.
N/A—13,700-13,700-100%$1.1M———
Dearborn Partners LLC
N/A—13,300-13,300-100%$564.1K———
Prossimo Advisors, LLC
N/A—13,224-13,224-100%$1.1M———
Ariadne Wealth Management, LP
N/A—13,000-13,000-100%$1.0M———
AlTi Global, Inc.
N/A—12,990-12,990-100%$1.0M———
Generation Capital Management LLC
N/A—12,830-12,830-100%$1.0M———
Stratos Wealth Partners, Ltd.
N/A—12,610-12,610-100%$1.0M———
Discovery Capital Management, LLC / CT
N/A—12,566-12,566-100%$1.0M———
Garrison Point Advisors, LLC
N/A—12,539-12,539-100%$1.0M———
Gladstone Institutional Advisory LLC
N/A—12,429-12,429-100%$993.9K———
Capital Analysts, LLC
N/A—12,418-12,418-100%$993.0K———
Sona Asset Management (US) LLC
N/A—12,363-12,363-100%$988.7K———
Hirtle & Co., LLC
N/A—12,291-12,291-100%$982.9K———
Jacobi Capital Management LLC
N/A—12,213-12,213-100%$976.7K———
Tower Research Capital LLC (TRC)
N/A—11,962-11,962-100%$956.6K———
Infrastructure Capital Advisors, LLC
N/A—11,909-11,909-100%$947.5K———
BFC Planning, Inc.
N/A—11,811-11,811-100%$944.5K———
Adams Wealth Management
N/A—11,763-11,763-100%$940.7K———
CacheTech Inc.
N/A—11,763-11,763-100%$940.7K———
MAI Capital Management
N/A—11,444-11,444-100%$915.2K———
Arete Wealth Advisors, LLC
N/A—11,368-11,368-100%$909.1K———
Whittier Trust Co
N/A—11,275-11,275-100%$900.5K———
IQ EQ Fund Management (Ireland) Ltd
N/A—11,206-11,206-100%$896.1K———
Endeavor Private Wealth, Inc.
N/A—11,131-11,131-100%$890.1K———
GWN Securities Inc.
N/A—10,998-10,998-100%$879.5K———
HBK Sorce Advisory LLC
N/A—10,210-10,210-100%$811.9K———
Portfolio Strategies, Inc.
N/A—10,190-10,190-100%$814.9K———
Benjamin Edwards Inc
N/A—10,137-10,137-100%$810.7K———
Wealthspire Advisors, LLC
N/A—9,872-9,872-100%$789.5K———
Betterment LLC
N/A—9,835-9,835-100%$786.0K———
IEQ Capital, LLC
N/A—9,815-9,815-100%$784.9K———
one8zero8, LLC
N/A—9,728-9,728-100%$777.9K———
Estate Counselors, LLC
N/A—9,685-9,685-100%$774.5K———
Nissay Asset Management Corp N
N/A—9,452-9,452-100%$755.9K———
Elk River Wealth Management LLC
N/A—9,440-9,440-100%$754.9K———
Captrust Financial Advisors
N/A—9,327-9,327-100%$745.8K———
Savant Capital, LLC
N/A—9,186-9,186-100%$731.8K———
Wick Capital Partners, LLC
N/A—9,095-9,095-100%$727.3K———
Rialto Wealth Management, LLC
N/A—9,022-9,022-100%$721.5K———
Petix & Botte Co
N/A—8,762-8,762-100%$700.7K———
Park Square Financial Group, LLC
N/A—8,465-8,465-100%$676.9K———
Rehmann Capital Advisory Group
N/A—8,323-8,323-100%$665.6K———
United Capital Financial Advisors, LLC
N/A—8,278-8,278-100%$661.4K———
Copia Wealth Management
N/A—8,143-8,143-100%$651.2K———
Level Four Advisory Services, LLC
N/A—8,120-8,120-100%$649.4K———
Vestmark Advisory Solutions, Inc.
N/A—7,848-7,848-100%$627.6K———
Fortis Capital Advisors, LLC
N/A—7,598-7,598-100%$607.6K———
First National Bank of Omaha
N/A—7,550-7,550-100%$603.8K———
Calton & Associates, Inc.
N/A—7,498-7,498-100%$599.6K———
Fortis Group Advisors, LLC
N/A—7,470-7,470-100%$597.4K———
White Pine Capital LLC
N/A—7,378-7,378-100%$590.0K———
Van Diest Capital, LLC
N/A—7,315-7,315-100%$585.0K———
RiverGlades Family Offices LLC
N/A—7,311-7,311-100%$584.7K———
Webster Bank, N. A.
N/A—7,203-7,203-100%$576.0K———
American Capital Management Inc
N/A—7,173-7,173-100%$573.6K———
Bridgewater Associates, LP
N/A—7,121-7,121-100%$569.5K———
Summit Wealth Partners, LLC
N/A—7,104-7,104-100%$568.1K———
TRB Wealth Management, LLC
N/A—7,012-7,012-100%$560.8K———
Great Valley Advisor Group, Inc.
N/A—6,989-6,989-100%$559.1K———
Granville Capital, Inc.
N/A—6,848-6,848-100%$547.7K———
BTG Pactual Asset Management US LLC
N/A—6,756-6,756-100%$540.3K———
Kovack Advisors, Inc.
N/A—6,713-6,713-100%$534.6K———
FWG Holdings, LLC
N/A—6,699-6,699-100%$530.7K———
Composition Wealth, LLC
N/A—6,609-6,609-100%$528.5K———
Manning & Napier Advisors LLC
N/A—6,567-6,567-100%$525.4K———
Advisors Capital Management, LLC
N/A—6,554-6,554-100%$524.1K———
Brookwood Investment Group LLC
N/A—6,415-6,415-100%$513.0K———
Owen LaRue, LLC
N/A—6,386-6,386-100%$510.7K———
Ducere Wealth Management LLC
N/A—6,330-6,330-100%$506.2K———
RIK Saylor Financial, Inc.
N/A—6,083-6,083-100%$486.5K———
Mayflower Financial Advisors, LLC
N/A—6,055-6,055-100%$484.2K———
Sovereign Investment Advisors, LLC
N/A—6,053-6,053-100%$484.1K———
EP Wealth Advisors, LLC
N/A—5,983-5,983-100%$478.5K———
PFG Investments, LLC
N/A—5,982-5,982-100%$478.4K———
EFG International AG
N/A—5,916-5,916-100%$473.1K———
American Wealth Advisors, LLC
N/A—5,882-5,882-100%$470.4K———
AFT, Forsyth & Company, Inc.
N/A—5,812-5,812-100%$464.8K———
Olde Wealth Management, LLC
N/A—5,777-5,777-100%$461.0K———
Walleye Capital LLC
N/A—5,765-5,765-100%$461.0K———
Red Door Wealth Management, LLC
N/A—5,752-5,752-100%$460.0K———
Tolleson Wealth Management, Inc.
N/A—5,721-5,721-100%$457.5K———
O'rourke & Company, Inc
N/A—5,649-5,649-100%$451.8K———
Smartleaf Asset Management LLC
N/A—5,565-5,565-100%$445.3K———
Arkos Global Advisors
N/A—5,509-5,509-100%$441.0K———
Daiichi Life Insurance Co., Ltd.
N/A—5,482-5,482-100%$438.4K———
Kintra Wealth, LLC
N/A—5,400-5,400-100%$430.9K———
OneAscent Financial Services LLC
N/A—5,353-5,353-100%$428.1K———
Cresset Asset Management, LLC
N/A—5,313-5,313-100%$424.9K———
10Elms LLP
N/A—5,227-5,227-100%$418.0K———
Wealthfront Advisers LLC
N/A—5,163-5,163-100%$412.9K———
Fairview Capital Investment Management, LLC
N/A—5,024-5,024-100%$401.8K———
Haverford Trust Co
N/A—5,023-5,023-100%$401.7K———
Clear Investment Research, LLC
N/A—5,012-5,012-100%$400.8K———
Stratos Wealth Advisors, LLC
N/A—5,008-5,008-100%$400.5K———
Pennington Partners & Co., LLC
N/A—5,006-5,006-100%$400.4K———
Schonfeld Strategic Advisors LLC
N/A—5,000-5,000-100%$399.9K———
Colonial Trust Co / SC
N/A—4,898-4,898-100%$391.7K———
Cerity Partners Retirement Plan Advisors LLC
N/A—4,877-4,877-100%$390.2K———
Brown Advisory Inc
N/A—4,814-4,814-100%$385.0K———
5T Wealth, LLC
N/A—4,708-4,708-100%$376.5K———
Timbuktu Capital Management, LLC
N/A—4,688-4,688-100%$374.9K———
Mittelman Wealth Management
N/A—4,649-4,649-100%$1.8M———
RPg Family Wealth Advisory, LLC
N/A—4,628-4,628-100%$370.1K———
Nomura Asset Management Co LTD
N/A—4,601-4,601-100%$367.9K———
17 Capital Partners, LLC
N/A—4,581-4,581-100%$366.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,510-4,510-100%$360.7K———
Axis Wealth Partners, LLC
N/A—4,441-4,441-100%$355.1K———
Sequoia Financial Advisors, LLC
N/A—4,373-4,373-100%$349.7K———
Dorsey Wright & Associates
N/A—4,269-4,269-100%$341.4K———
Empower Advisory Group, LLC
N/A—4,256-4,256-100%$340.4K———
Red Wave Investments LLC
N/A—4,155-4,155-100%$332.3K———
Berkeley Capital Partners, LLC
N/A—4,026-4,026-100%$322.0K———
Financial Strategies Group, Inc.
N/A—4,004-4,004-100%$318.9K———
Mmbg Investment Advisors Co.
N/A—3,825-3,825-100%$305.9K———
American Financial Advisors, LLC
N/A—3,722-3,722-100%$297.6K———
IFG Advisory, LLC
N/A—3,712-3,712-100%$296.8K———
Forum Finance Group S.A.
N/A—3,620-3,620-100%$234———
Cardiff Park Advisors, LLC
N/A—3,597-3,597-100%$287.7K———
Quantum Portfolio Management LLC
N/A—3,589-3,589-100%$287.0K———
Cary Street Partners Financial LLC
N/A—3,587-3,587-100%$286.9K———
Diversified Trust Co
N/A—3,559-3,559-100%$284.6K———
Premier Private Wealth Management LLC
N/A—3,479-3,479-100%$278.2K———
Sun Financial Inc
N/A—3,476-3,476-100%$276.3K———
Quadrature Capital Ltd
N/A—3,460-3,460-100%$276.7K———
SVB Wealth LLC
N/A—3,450-3,450-100%$275.9K———
Federated Hermes, Inc.
N/A—3,441-3,441-100%$275.2K———
Madison Wealth Partners, Inc
N/A—3,440-3,440-100%$275.1K———
EQ LLC
N/A—3,437-3,437-100%$274.9K———
Chesapeake Wealth Management
N/A—3,431-3,431-100%$274.4K———
Cladis Investment Advisory, LLC
N/A—3,400-3,400-100%$271.9K———
Centaurus Financial, Inc.
N/A—3,383-3,383-100%$271.0K———
Performance Wealth Partners, LLC
N/A—3,370-3,370-100%$269.5K———
Compound Planning, Inc.
N/A—3,342-3,342-100%$267.3K———
Compass Capital Corp
N/A—3,334-3,334-100%$265.5K———
AQR Capital Management LLC
N/A—3,301-3,301-100%$264.0K———
Risk Paradigm Group, LLC
N/A—3,288-3,288-100%$262.9K———
Moneta Group Investment Advisors LLC
N/A—3,278-3,278-100%$262.1K———
Allworth Financial LP
N/A—3,241-3,241-100%$259.2K———
Madden Advisory Services, Inc.
N/A—3,217-3,217-100%$257.3K———
Rothschild Investment LLC
N/A—3,212-3,212-100%$256.9K———
Focus Partners Advisor Solutions, LLC
N/A—3,208-3,208-100%$256.6K———
Mission Creek Capital Partners, Inc.
N/A—3,205-3,205-100%$256.3K———
Kesler, Norman & Wride, LLC
N/A—3,125-3,125-100%$249.9K———
Farmers National Bank
N/A—3,119-3,119-100%$249.4K———
Police & Firemen's Retirement System of New Jersey
N/A—3,100-3,100-100%$247.9K———
Fund Advisors of America Inc
N/A—3,003-3,003-100%$240.1K———
Partners Capital Investment Group, LLP
N/A—2,963-2,963-100%$237.0K———
Pathstone Holdings, LLC
N/A—2,952-2,952-100%$236.1K———
Ellenbecker Investment Group
N/A—2,866-2,866-100%$229.3K———
ProVise Management Group, LLC
N/A—2,851-2,851-100%$228.0K———
Mainstay Capital Management LLC
N/A—2,826-2,826-100%$226.0K———
Genesis Financial Group, LLC
N/A—2,809-2,809-100%$224.6K———
Beck Mack & Oliver LLC
N/A—2,799-2,799-100%$223.8K———
King Luther Capital Management Corp
N/A—2,793-2,793-100%$223.4K———
Coston, McIsaac & Partners
N/A—2,767-2,767-100%$219.0K———
Eldridge Investment Advisors, Inc.
N/A—2,757-2,757-100%$220.5K———
NewEdge Wealth, LLC
N/A—2,740-2,740-100%$219.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,705-2,705-100%$216.3K———
First Western Trust Bank
N/A—2,705-2,705-100%$216.3K———
Sovereign Financial Group, Inc.
N/A—2,702-2,702-100%$216.1K———
AE Wealth Management LLC
N/A—2,684-2,684-100%$214.7K———
Sequent Planning LLC
N/A—2,683-2,683-100%$214.6K———
Strait & Sound Wealth Management LLC
N/A—2,668-2,668-100%$213.4K———
Pinnacle Family Advisors, LLC
N/A—2,650-2,650-100%$212.0K———
South Plains Financial, Inc.
N/A—2,600-2,600-100%$207.9K———
New World Advisors LLC
N/A—2,563-2,563-100%$205.0K———
Summit Wealth Group, LLC
N/A—2,554-2,554-100%$204.2K———
Modern Wealth Management, LLC
N/A—2,554-2,554-100%$204.2K———
Boyd Watterson Asset Management LLC
N/A—2,529-2,529-100%$202.2K———
American Trust
N/A—2,512-2,512-100%$200.8K———
HM Payson & Co
N/A—2,350-2,350-100%$187.9K———
Allianz Asset Management GmbH
N/A—2,350-2,350-100%$187.9K———
Silver OAK Securities, Incorporated
N/A—2,346-2,346-100%$187.6K———
PlanVest Financial, Inc
N/A—2,314-2,314-100%$185.1K———
UMB Bank, n.a.
N/A—2,189-2,189-100%$175.1K———
Stelac Advisory Services LLC
N/A—2,083-2,083-100%$166.6K———
Crewe Advisors LLC
N/A—2,050-2,050-100%$163.9K———
Strategic Wealth Partners, Ltd.
N/A—1,851-1,851-100%$148.0K———
Capital Advisor Network LLC
N/A—1,831-1,831-100%$146.4K———
Synergy Investment Management, LLC
N/A—1,818-1,818-100%$144.5K———
Ameriflex Group, Inc.
N/A—1,749-1,749-100%$139.9K———
Godfrey Financial Associates, Inc.
N/A—1,719-1,719-100%$137.5K———
Darwin Wealth Management, LLC
N/A—1,613-1,613-100%$129.1K———
Picton Mahoney Asset Management
N/A—1,590-1,590-100%$127.2K———
Wellington Grp LLC
N/A—1,555-1,555-100%$123.7K———
Atlantic Union Bankshares Corp
N/A—1,483-1,483-100%$118.6K———
Park Place Capital Corp
N/A—1,462-1,462-100%$116.9K———
Caitlin John, LLC
N/A—1,386-1,386-100%$110.8K———
Cambient Family Office, LLC
N/A—1,340-1,340-100%$107.2K———
SOA Wealth Advisors, Llc.
N/A—1,219-1,219-100%$97.5K———
Medallion Wealth Advisors, LLC
N/A—1,173-1,173-100%$94.2K———
Basepoint Wealth LLC
N/A—1,171-1,171-100%$93.6K———
Bitterroot Capital Advisors LLC
N/A—1,013-1,013-100%$81.0K———
Ancora Advisors LLCA
N/A—1,007-1,007-100%$80.5K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,004-1,004-100%$80.2K———
Ameritas Investment Partners, Inc.
N/A—769-769-100%$61.5K———
Institute for Wealth Management, Llc.
N/A—758-758-100%$60.6K———
Banque Transatlantique SA
N/A—750-750-100%$60.0K———
Caldwell Sutter Capital, Inc.
N/A—748-748-100%$59.8K———
Founders Financial Alliance, LLC
N/A—738-738-100%$59.0K———
Luminist Capital LLC
N/A—677-677-100%$54.1K———
FAS Wealth Partners, Inc.
N/A—607-607-100%$48.6K———
Oakmont Advisory Group, LLC
N/A—584-584-100%$46.7K———
Fiduciary Financial Advisors
N/A—516-516-100%$41.2K———
Itau Unibanco Holding S.A.
N/A—510-510-100%$40.8K———
Wellington-Altus USA Inc.
N/A—510-510-100%$40.6K———
Strategic Investment Solutions, Inc.
N/A—504-504-100%$40.3K———
Bartlett & Co. Wealth Management LLC
N/A—478-478-100%$38.2K———
WealthShield Partners, LLC
N/A—442-442-100%$35.3K———
Federation des caisses Desjardins du Quebec
N/A—442-442-100%$35.3K———
Index Technologies Group LLC
N/A—410-410-100%$32.8K———
Delta Asset Management LLC
N/A—300-300-100%$24.0K———
Consultiva Wealth Management, Corp.
N/A—287-287-100%$23.0K———
Keating Financial Advisory Services, Inc.
N/A—283-283-100%$22.6K———
Walsh & Associates, LLC
N/A—263-263-100%$21.0K———
IMA Advisory Services, Inc.
N/A—250-250-100%$20.0K———
N.E.W. Advisory Services LLC
N/A—237-237-100%$19.0K———
Winch Advisory Services, LLC
N/A—227-227-100%$18.2K———
Hantz Financial Services, Inc.
N/A—211-211-100%$17.0K———
Whittier Trust Co of Nevada Inc
N/A—208-208-100%$16.6K———
SHP Wealth Management
N/A—200-200-100%$16.0K———
CNB Bank
N/A—195-195-100%$15.6K———
Punch & Associates Investment Management, Inc.
N/A—192-192-100%$15.4K———
FWL Investment Management, LLC
N/A—173-173-100%$13.8K———
Brown Brothers Harriman & Co
N/A—149-149-100%$11.9K———
IAG Wealth Partners, LLC
N/A—137-137-100%$11.0K———
Greykasell Wealth Strategies, Inc.
N/A—135-135-100%$10.8K———
Private Wealth Asset Management, LLC
N/A—99-99-100%$7.9K———
New Republic Capital, LLC
N/A—98-98-100%$7.8K———
Millstone Evans Group, LLC
N/A—95-95-100%$7.6K———
Community Bank, N.A.
N/A—90-90-100%$7.2K———
Strategic Wealth Advisors LLC
N/A—70-70-100%$5———
ST Germain D J Co Inc
N/A—67-67-100%$5.3K———
Matrix Private Capital Group LLC
N/A—58-58-100%$4.6K———
O'shaughnessy Asset Management, LLC
N/A—57-57-100%$4.6K———
Bellevue Asset Management, LLC
N/A—56-56-100%$4.5K———
Allied Private Wealth LLC
N/A—55-55-100%$4.4K———
PIN OAK Investment Advisors Inc
N/A—52-52-100%$4———
Strive Financial Group,LLC
N/A—50-50-100%$4.0K———
Hollencrest Capital Management
N/A—49-49-100%$3.9K———
HHM Wealth Advisors, LLC
N/A—35-35-100%$2.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—33-33-100%$2.6K———
Front Row Advisors LLC
N/A—30-30-100%$2.4K———
Horizon Investments, LLC
N/A—23-23-100%$1.8K———
Westfuller Advisors, LLC
N/A—20-20-100%$1.6K———
Topsail Wealth Management, LLC
N/A—15-15-100%$1.2K———
Smithfield Trust Co
N/A—13-13-100%$0———
Dunhill Financial, LLC
N/A—12-12-100%$959———
Cary Street Partners Investment Advisory LLC
N/A—9-9-100%$720———
Financial Gravity Companies, Inc.
N/A—6-6-100%$480———
Bogart Wealth, LLC
N/A—3-3-100%$228———
Natixis
N/A—1-1-100%$80———
Aventura Private Wealth, LLC
N/A—1-1-100%$80———
Boreal Capital Management LLC
N/A—00—$40.0K———
Showing 1046 of 1046 institutions