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Ishares 1-5Y INV Grade Corp (IGSB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Matson Money. Inc.
INCREASED
Shares16,137,609 from 15,505,032
Change+632,577 (+4%)
Value$826.7M (+$13.6M)
Filed 2026-10-23
Barings LLC
UNCHANGED
Shares6,840,027 from 6,840,027
Change0 (0%)
Value$350.4M (-$8.1M)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares3,315,556 from 1,695,928
Change+1,619,628 (+96%)
Value$169.9M (+$81.0M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares2,726,843 from 2,768,665
Change-41,822 (-2%)
Value$139.7M (-$5.4M)
Filed 2026-11-02
Keybank National Association
INCREASED
Shares2,240,399 from 2,167,426
Change+72,973 (+3%)
Value$114.8M (+$1.2M)
Filed 2026-11-04
Williams Jones Wealth Management, Llc.
INCREASED
Shares2,195,660 from 1,855,860
Change+339,800 (+18%)
Value$112.5M (+$15.2M)
Filed 2026-11-05
Parkside Investments, LLC
INCREASED
Shares1,887,573 from 1,876,303
Change+11,270 (+1%)
Value$96.7M (-$1.6M)
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares1,884,209 from 2,462,123
Change-577,914 (-23%)
Value$96.5M (-$32.5M)
Filed 2026-10-30
Busey Bank
INCREASED
Shares1,833,587 from 1,831,639
Change+1,948 (+0%)
Value$93.9M (-$2.1M)
Filed 2026-10-26
Maryland Capital Advisors Inc.
INCREASED
Shares1,495,178 from 1,373,167
Change+122,011 (+9%)
Value$76.6M (+$4.6M)
Filed 2026-10-15
US Bancorp \de\
INCREASED
Shares1,394,559 from 1,389,346
Change+5,213 (+0%)
Value$71.4M (-$1.4M)
Filed 2026-11-05
Greenwood Gearhart LLC
INCREASED
Shares1,273,954 from 1,050,207
Change+223,747 (+21%)
Value$65.3M (+$10.2M)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares1,177,870 from 686,092
Change+491,778 (+72%)
Value$60.3M (+$24.4M)
Filed 2026-11-03
TD Private Client Wealth LLC
INCREASED
Shares1,146,158 from 1,056,853
Change+89,305 (+8%)
Value$58.7M (+$3.3M)
Filed 2026-10-28
Bangor Savings Bank
INCREASED
Shares911,775 from 908,714
Change+3,061 (+0%)
Value$46.7M (-$915.5K)
Filed 2026-10-06
Cutler Investment Counsel LLC
INCREASED
Shares902,882 from 881,726
Change+21,156 (+2%)
Value$46.3M (+$43.4K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares898,755 from 840,189
Change+58,566 (+7%)
Value$46.1M (+$2.3M)
Filed 2026-10-13
PDS Planning, Inc
INCREASED
Shares850,960 from 801,548
Change+49,412 (+6%)
Value$43.6M (+$1.6M)
Filed 2026-11-03
Stockman Wealth Management, Inc.
INCREASED
Shares806,893 from 749,535
Change+57,358 (+8%)
Value$41.3M (+$2.1M)
Filed 2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares803,000 from 815,000
Change-12,000 (-1%)
Value$41.1M (-$1.6M)
Filed 2026-10-29
IFP Advisors, Inc
INCREASED
Shares750,214 from 727,413
Change+22,801 (+3%)
Value$38.4M (+$309.7K)
Filed 2026-10-16
Schaeffer Financial LLC
INCREASED
Shares688,312 from 674,253
Change+14,059 (+2%)
Value$35.3M (-$75.4K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares606,260 from 596,458
Change+9,802 (+2%)
Value$31.2M (+$182.5K)
Filed 2026-10-27
Kestra Advisory Services, LLC
DECREASED
Shares568,466 from 670,567
Change-102,101 (-15%)
Value$29.1M (-$6.0M)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED
Shares563,527 from 567,579
Change-4,052 (-1%)
Value$28.9M (-$877.3K)
Filed 2026-10-20
Arkansas Financial Group, Inc.
DECREASED
Shares554,975 from 581,391
Change-26,416 (-5%)
Value$28.4M (-$2.0M)
Filed 2026-10-26
DT Investment Partners, LLC
INCREASED
Shares540,971 from 495,278
Change+45,693 (+9%)
Value$27.7M (+$1.8M)
Filed 2026-10-27
Creative Planning
INCREASED
Shares538,236 from 364,445
Change+173,791 (+48%)
Value$27.6M (+$8.5M)
Filed 2026-11-02
Klaas Financial Asset Advisors, LLC
INCREASED
Shares533,038 from 527,909
Change+5,129 (+1%)
Value$27.3M (-$360.2K)
Filed 2026-10-19
Bernardo Wealth Planning LLC
INCREASED
Shares529,134 from 279,481
Change+249,653 (+89%)
Value$27.1M (+$12.5M)
Filed 2026-10-23
Members Capital Advisors Inc
UNCHANGED
Shares500,000 from 500,000
Change0 (0%)
Value$25.6M (-$590.0K)
Filed 2026-10-26
Blue Fin Capital, Inc.
INCREASED
Shares491,512 from 469,389
Change+22,123 (+5%)
Value$25.2M (+$579.5K)
Filed 2026-10-28
Courage Miller Partners, LLC
INCREASED
Shares477,755 from 465,818
Change+11,937 (+3%)
Value$24.5M (+$61.9K)
Filed 2026-10-21
Arch Capital Group Ltd.
UNCHANGED
Shares469,378 from 469,378
Change0 (0%)
Value$24.0M (-$553.8K)
Filed 2026-11-04
Compass Wealth Management, LLC
NEW
Shares466,355
Change+466,355
Value$23.9M
Filed 2026-10-30
BAR Harbor Wealth Management
INCREASED
Shares452,983 from 444,432
Change+8,551 (+2%)
Value$23.2M (-$86.4K)
Filed 2026-10-21
Ameliora Wealth Management Ltd.
DECREASED
Shares415,518 from 437,075
Change-21,557 (-5%)
Value$21.3M (-$1.6M)
Filed 2026-10-23
JBGlobal.com LLC
INCREASED
Shares414,710 from 383,615
Change+31,095 (+8%)
Value$21.2M (+$1.1M)
Filed 2026-10-13
Presilium Private Wealth, LLC
INCREASED
Shares408,621 from 398,214
Change+10,407 (+3%)
Value$20.9M (+$63.3K)
Filed 2026-10-26
Black Diamond Financial, LLC
INCREASED
Shares408,561 from 368,663
Change+39,898 (+11%)
Value$20.9M (+$1.6M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares398,937 from 366,075
Change+32,862 (+9%)
Value$20.4K (-$19.2M)
Filed 2026-11-02
Equitable Trust Co
INCREASED
Shares394,910 from 288,614
Change+106,296 (+37%)
Value$20.2M (+$5.1M)
Filed 2026-10-13
Discipline Wealth Solutions, LLC
INCREASED
Shares391,100 from 363,629
Change+27,471 (+8%)
Value$20.0M (+$978.3K)
Filed 2026-10-14
Davenport & Co LLC
INCREASED
Shares375,075 from 325,351
Change+49,724 (+15%)
Value$19.2M (+$2.2M)
Filed 2026-10-14
Elevate Capital Advisors, LLC
DECREASED
Shares372,826 from 384,797
Change-11,971 (-3%)
Value$19.1M (-$1.1M)
Filed 2026-11-02
Amtrust Financial Services, Inc.
UNCHANGED
Shares367,800 from 367,800
Change0 (0%)
Value$18.8M (-$434.0K)
Filed 2026-10-19
First Citizens Bank & Trust Co
DECREASED
Shares364,764 from 385,331
Change-20,567 (-5%)
Value$18.7M (-$1.5M)
Filed 2026-10-14
Atwood & Palmer Inc
INCREASED
Shares363,385 from 362,875
Change+510 (+0%)
Value$18.6M (-$402.1K)
Filed 2026-10-08
Kwmg, LLC
INCREASED
Shares343,771 from 313,609
Change+30,162 (+10%)
Value$17.6M (+$1.2M)
Filed 2026-10-07
Anchor Capital Advisors LLC
INCREASED
Shares341,766 from 330,632
Change+11,134 (+3%)
Value$17.5M (+$180.2K)
Filed 2026-11-05
Prosperity Planning, Inc.
INCREASED
Shares341,590 from 317,095
Change+24,495 (+8%)
Value$17.5M (+$880.7K)
Filed 2026-10-09
Able Financial Group, LLC
INCREASED
Shares329,635 from 287,972
Change+41,663 (+14%)
Value$16.9M (+$1.8M)
Filed 2026-10-14
Bank of New York Mellon Corp
DECREASED
Shares329,505 from 421,146
Change-91,641 (-22%)
Value$16.9M (-$5.2M)
Filed 2026-11-05
Stephens Group Asset Management, LLC
INCREASED
Shares327,286 from 309,171
Change+18,115 (+6%)
Value$16.8M (+$563.2K)
Filed 2026-10-09
Lodestar Private Asset Management LLC
INCREASED
Shares324,149 from 94,232
Change+229,917 (+244%)
Value$16.6M (+$11.7M)
Filed 2026-10-26
Gemmer Asset Management LLC
INCREASED
Shares320,090 from 316,610
Change+3,480 (+1%)
Value$16.4M (-$195.4K)
Filed 2026-10-16
Paulson Wealth Management Inc.
INCREASED
Shares313,908 from 252,024
Change+61,884 (+25%)
Value$16.1M (+$2.9M)
Filed 2026-11-02
Caldwell Trust Co
INCREASED
Shares310,826 from 300,671
Change+10,155 (+3%)
Value$15.9M (+$165.4K)
Filed 2026-10-30
North Dakota State Investment Board
UNCHANGED
Shares297,278 from 297,278
Change0 (0%)
Value$15.2M (-$350.8K)
Filed 2026-10-27
Choreo, LLC
INCREASED
Shares280,066 from 273,721
Change+6,345 (+2%)
Value$14.3M (+$2.1K)
Filed 2026-10-28
Investment Partners, Ltd.
INCREASED
Shares279,420 from 135,771
Change+143,649 (+106%)
Value$14.3M (+$7.2M)
Filed 2026-10-29
Sigma Planning Corp
INCREASED
Shares270,533 from 244,321
Change+26,212 (+11%)
Value$13.9M (+$1.1M)
Filed 2026-10-23
Ticino Wealth
INCREASED
Shares262,488 from 233,447
Change+29,041 (+12%)
Value$13.4M (+$1.2M)
Filed 2026-10-13
Tctc Holdings, LLC
DECREASED
Shares257,377 from 257,417
Change-40 (0%)
Value$13.2M (-$305.8K)
Filed 2026-11-02
Affinity Wealth LLC
INCREASED
Shares257,135 from 252,844
Change+4,291 (+2%)
Value$13.2M (-$16.8K)
Filed 2026-11-03
Smith Salley Wealth Management
INCREASED
Shares246,683 from 245,485
Change+1,198 (+0%)
Value$12.6M (-$228.3K)
Filed 2026-11-03
Vertex Investment Solutions Co., Ltd.
DECREASED
Shares238,200 from 240,700
Change-2,500 (-1%)
Value$12.2M (-$416.8K)
Filed 2026-10-19
NBT Bank, N.A.
DECREASED
Shares237,962 from 241,578
Change-3,616 (-1%)
Value$12.2M (-$470.3K)
Filed 2026-10-21
Goelzer Investment Management, Inc.
DECREASED
Shares237,155 from 238,502
Change-1,347 (-1%)
Value$12.1M (-$350.5K)
Filed 2026-10-16
BlueSky Wealth Advisors, LLC
INCREASED
Shares235,917 from 181,196
Change+54,721 (+30%)
Value$12.1M (+$2.6M)
Filed 2026-10-29
Ballentine Capital Advisors, Inc
INCREASED
Shares228,014 from 227,117
Change+897 (+0%)
Value$11.7M (-$222.1K)
Filed 2026-10-14
Regions Financial Corp
DECREASED
Shares221,611 from 248,395
Change-26,784 (-11%)
Value$11.4M (-$1.7M)
Filed 2026-11-05
Sterling Manor Financial, LLC
NEW
Shares218,372
Change+218,372
Value$11.2M
Filed 2026-10-21
Patriot Investment Management Group, Inc.
INCREASED
Shares214,223 from 187,190
Change+27,033 (+14%)
Value$11.0M (+$1.2M)
Filed 2026-10-15
Avior Wealth Management, LLC
DECREASED
Shares207,633 from 217,255
Change-9,622 (-4%)
Value$10.6M (-$749.3K)
Filed 2026-10-13
Secure Asset Management, LLC
DECREASED
Shares204,636 from 283,647
Change-79,011 (-28%)
Value$10.5M (-$4.4M)
Filed 2026-10-19
Powers Advisory Group, LLC
INCREASED
Shares198,421 from 190,125
Change+8,296 (+4%)
Value$10.2M (+$200.6K)
Filed 2026-10-14
Kroeger Financial Partners
INCREASED
Shares197,252 from 193,295
Change+3,957 (+2%)
Value$10.1M (-$25.4K)
Filed 2026-10-19
Wealthstar Advisors, LLC
INCREASED
Shares195,590 from 194,548
Change+1,042 (+1%)
Value$10.0M (-$176.2K)
Filed 2026-10-19
James Investment Research, Inc.
DECREASED
Shares194,022 from 199,000
Change-4,978 (-2%)
Value$9.9M (-$489.8K)
Filed 2026-10-22
M Holdings Securities, Inc.
NEW
Shares190,757
Change+190,757
Value$9.8M
Filed 2026-11-03
Burns J W & Co Inc
INCREASED
Shares188,960 from 178,750
Change+10,210 (+6%)
Value$9.7M (+$312.1K)
Filed 2026-10-20
Artesa Financial Group, LLC
INCREASED
Shares188,932 from 179,447
Change+9,485 (+5%)
Value$9.7M (+$274.2K)
Filed 2026-10-29
Thrivent Financial for Lutherans
INCREASED
Shares184,242 from 166,169
Change+18,073 (+11%)
Value$9.4M (+$724.0K)
Filed 2026-11-05
Aspen Investment Management Inc
INCREASED
Shares167,299 from 158,883
Change+8,416 (+5%)
Value$8.6M (+$8.6M)
Filed 2026-11-05
Semitam Bonam LLC
INCREASED
Shares167,048 from 153,771
Change+13,277 (+9%)
Value$8.6M (+$498.7K)
Filed 2026-10-27
Clear Retirement Advice LLC
INCREASED
Shares162,569 from 151,850
Change+10,719 (+7%)
Value$8.3M (+$370.0K)
Filed 2026-10-22
SeaBridge Investment Advisors LLC
INCREASED
Shares162,565 from 159,641
Change+2,924 (+2%)
Value$8.3M (-$38.6K)
Filed 2026-11-02
Kelsey Financial, LLC
DECREASED
Shares158,260 from 180,138
Change-21,878 (-12%)
Value$8.1M (-$1.3M)
Filed 2026-10-28
Larson Financial Group LLC
DECREASED
Shares151,668 from 155,301
Change-3,633 (-2%)
Value$7.8M (-$369.4K)
Filed 2026-11-05
Woodmont Investment Counsel LLC
DECREASED
Shares149,998 from 150,113
Change-115 (0%)
Value$7.7M (-$183.0K)
Filed 2026-10-29
Oppenheimer & Co Inc
DECREASED
Shares147,628 from 151,346
Change-3,718 (-2%)
Value$7.6M (-$369.1K)
Filed 2026-10-26
Mendota Financial Group, LLC
INCREASED
Shares147,531 from 146,166
Change+1,365 (+1%)
Value$7.6M (-$102.5K)
Filed 2026-10-07
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares147,000 from 123,000
Change+24,000 (+20%)
Value$7.5M (+$1.1M)
Filed 2026-11-03
Compound Planning, Inc.
DECREASED
Shares146,509 from 160,754
Change-14,245 (-9%)
Value$7.5M (-$919.4K)
Filed 2026-11-05
Heck Capital Advisors, LLC
DECREASED
Shares145,918 from 186,679
Change-40,761 (-22%)
Value$7.5M (-$2.3M)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
DECREASED
Shares144,121 from 152,140
Change-8,019 (-5%)
Value$7.4M (-$590.4K)
Filed 2026-10-13
Shore Point Advisors, LLC
INCREASED
Shares143,054 from 134,168
Change+8,886 (+7%)
Value$6.7M (+$336.1K)
Filed 2026-10-14
Retirement Planning Group, LLC
INCREASED
Shares142,249 from 142,025
Change+224 (+0%)
Value$7.3M (-$156.2K)
Filed 2026-10-19
Procyon Advisors, LLC
DECREASED
Shares135,139 from 164,980
Change-29,841 (-18%)
Value$6.9M (-$1.7M)
Filed 2026-10-21
Crestwood Advisors Group, LLC
DECREASED
Shares134,778 from 158,147
Change-23,369 (-15%)
Value$6.9M (-$1.4M)
Filed 2026-10-27
Capital Investment Counsel, LLC
INCREASED
Shares134,722 from 134,449
Change+273 (+0%)
Value$6.9M (-$144.7K)
Filed 2026-10-14
Resonant Capital Advisors, LLC
INCREASED
Shares132,750 from 87,816
Change+44,934 (+51%)
Value$6.8M (+$2.2M)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares132,188 from 66,029
Change+66,159 (+100%)
Value$6.8M (+$3.3M)
Filed 2026-10-29
Diversify Wealth Management, LLC
INCREASED
Shares129,218 from 69,821
Change+59,397 (+85%)
Value$6.6M (+$3.0M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares129,218 from 69,821
Change+59,397 (+85%)
Value$6.6M (+$3.0M)
Filed 2026-10-20
PW Nova Financial Services LLC
INCREASED
Shares128,389 from 51,549
Change+76,840 (+149%)
Value$6.6M (+$3.9M)
Filed 2026-10-15
Oppenheimer Asset Management Inc.
INCREASED
Shares126,144 from 125,837
Change+307 (+0%)
Value$6.5M (-$132.8K)
Filed 2026-10-27
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares125,301 from 123,703
Change+1,598 (+1%)
Value$6.4M (-$64.0K)
Filed 2026-11-04
NTV Asset Management LLC
INCREASED
Shares121,576 from 95,334
Change+26,242 (+28%)
Value$6.2M (+$1.2M)
Filed 2026-10-23
Agate Pass Investment Management, LLC
INCREASED
Shares120,888 from 106,227
Change+14,661 (+14%)
Value$6.2M (+$625.7K)
Filed 2026-10-20
Naples Global Advisors, LLC
INCREASED
Shares115,614 from 98,639
Change+16,975 (+17%)
Value$5.9M (+$753.2K)
Filed 2026-11-05
Capital Investment Services of America, Inc.
DECREASED
Shares113,677 from 119,822
Change-6,145 (-5%)
Value$5.8M (-$456.2K)
Filed 2026-11-02
Prairie Advisory, LLC
INCREASED
Shares113,064 from 51,056
Change+62,008 (+121%)
Value$5.8M (+$3.1M)
Filed 2026-10-19
Pinkerton Wealth, LLC
INCREASED
Shares111,392 from 108,988
Change+2,404 (+2%)
Value$5.7M (-$21.8K)
Filed 2026-10-29
True Freedom Investing, LLC
INCREASED
Shares110,548 from 107,643
Change+2,905 (+3%)
Value$5.7M (+$5.6K)
Filed 2026-10-29
Outlook Wealth Advisors, LLC
INCREASED
Shares110,441 from 107,144
Change+3,297 (+3%)
Value$5.7M (+$42.5K)
Filed 2026-10-28
Union Bancaire Privee, UBP SA
DECREASED
Shares110,365 from 112,148
Change-1,783 (-2%)
Value$5.6M (-$226.4K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
DECREASED
Shares108,569 from 135,742
Change-27,173 (-20%)
Value$5.6M (-$1.6M)
Filed 2026-10-21
Apella Capital, LLC
INCREASED
Shares108,175 from 87,657
Change+20,518 (+23%)
Value$5.5M (+$967.7K)
Filed 2026-10-08
Maia Wealth LLC
INCREASED
Shares105,409 from 78,742
Change+26,667 (+34%)
Value$5.4M (+$1.3M)
Filed 2026-10-19
KMG Fiduciary Partners, LLC
DECREASED
Shares105,327 from 111,556
Change-6,229 (-6%)
Value$5.4M (-$450.8K)
Filed 2026-10-14
Diversified Portfolios, Inc.
UNCHANGED
Shares102,614 from 102,614
Change0 (0%)
Value$5.3M (-$121.1K)
Filed 2026-11-04
Meridian Wealth Management, LLC
DECREASED
Shares102,558 from 103,747
Change-1,189 (-1%)
Value$5.3M (-$183.3K)
Filed 2026-11-05
Parsons Capital Management Inc
INCREASED
Shares101,300 from 99,376
Change+1,924 (+2%)
Value$5.2M (-$18.7K)
Filed 2026-10-28
Aventus Investment Advisors, Inc.
INCREASED
Shares100,911 from 99,895
Change+1,016 (+1%)
Value$5.2M (-$65.8K)
Filed 2026-10-09
Bigelow Investment Advisors, LLC
INCREASED
Shares100,313 from 97,430
Change+2,883 (+3%)
Value$5.1M (+$32.7K)
Filed 2026-10-13
Pines Wealth Management, LLC
INCREASED
Shares99,144 from 97,405
Change+1,739 (+2%)
Value$5.1M (-$25.8K)
Filed 2026-10-21
Crescent Grove Advisors, LLC
INCREASED
Shares98,882 from 98,866
Change+16 (+0%)
Value$5.1M (-$115.9K)
Filed 2026-10-21
L. Roy Papp & Associates, LLP
DECREASED
Shares97,128 from 111,774
Change-14,646 (-13%)
Value$5.0M (-$882.2K)
Filed 2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED
Shares94,983 from 76,896
Change+18,087 (+24%)
Value$4.9M (+$835.9K)
Filed 2026-11-05
YHB Investment Advisors, Inc.
INCREASED
Shares93,689 from 64,272
Change+29,417 (+46%)
Value$4.8M (+$1.4M)
Filed 2026-10-08
Gradient Capital Advisors, LLC
INCREASED
Shares93,438 from 87,994
Change+5,444 (+6%)
Value$4.8M (+$175.1K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
INCREASED
Shares93,144 from 83,365
Change+9,779 (+12%)
Value$4.8M (+$402.6K)
Filed 2026-11-05
Autumn Glory Partners, LLC
INCREASED
Shares93,126 from 69,120
Change+24,006 (+35%)
Value$4.8M (+$1.1M)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
INCREASED
Shares90,306 from 85,657
Change+4,649 (+5%)
Value$4.6M (+$137.1K)
Filed 2026-10-26
Martin Capital Partners, LLC
INCREASED
Shares90,191 from 88,807
Change+1,384 (+2%)
Value$4.6M (-$33.9K)
Filed 2026-10-07
Wealth Forward, LLC
DECREASED
Shares88,688 from 208,621
Change-119,933 (-57%)
Value$4.5M (-$6.4M)
Filed 2026-10-14
CWA Asset Management Group, LLC
DECREASED
Shares88,130 from 90,724
Change-2,594 (-3%)
Value$4.5M (-$239.9K)
Filed 2026-10-19
Fire Capital Management LLC
DECREASED
Shares86,312 from 89,854
Change-3,542 (-4%)
Value$4.4M (-$287.5K)
Filed 2026-10-27
Bull Street Advisors, LLC
INCREASED
Shares84,359 from 84,055
Change+304 (+0%)
Value$4.3K (-$4.4M)
Filed 2026-10-20
Boltwood Capital Management
INCREASED
Shares82,882 from 81,305
Change+1,577 (+2%)
Value$4.2M (-$15.2K)
Filed 2026-10-02
Eley Financial Management, Inc
INCREASED
Shares82,865 from 79,472
Change+3,393 (+4%)
Value$4.2M (+$80.0K)
Filed 2026-11-03
Catalyst Capital Advisors LLC
UNCHANGED
Shares82,764 from 82,764
Change0 (0%)
Value$4.2M (-$97.7K)
Filed 2026-11-02
Welch & Forbes LLC
DECREASED
Shares81,254 from 82,588
Change-1,334 (-2%)
Value$4.2M (-$165.8K)
Filed 2026-11-04
Compass Planning Associates Inc
NEW
Shares80,666
Change+80,666
Value$4.1M
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares80,433 from 54,994
Change+25,439 (+46%)
Value$4.1M (+$1.2M)
Filed 2026-10-23
Chesley Taft & Associates LLC
DECREASED
Shares80,238 from 80,593
Change-355 (0%)
Value$4.1M (-$113.3K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares80,118 from 57,971
Change+22,147 (+38%)
Value$4.1M (+$1.1M)
Filed 2026-10-16
DMC Group, LLC
INCREASED
Shares79,344 from 77,296
Change+2,048 (+3%)
Value$4.1M (+$13.7K)
Filed 2026-10-26
Juncture Wealth Strategies, LLC
DECREASED
Shares77,560 from 77,852
Change-292 (0%)
Value$4.0M (-$106.8K)
Filed 2026-10-06
CoreCap Advisors, LLC
INCREASED
Shares77,453 from 62,256
Change+15,197 (+24%)
Value$4.0M (+$705.1K)
Filed 2026-10-08
1620 Investment Advisors, Inc.
INCREASED
Shares77,269 from 72,427
Change+4,842 (+7%)
Value$4.0M (+$162.5K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares77,222 from 71,471
Change+5,751 (+8%)
Value$4.0M (+$210.3K)
Filed 2026-10-07
Galvin, Gaustad & Stein, LLC
DECREASED
Shares75,647 from 85,561
Change-9,914 (-12%)
Value$3.9M (-$608.8K)
Filed 2026-10-08
Hourglass Capital, LLC
INCREASED
Shares75,300 from 71,200
Change+4,100 (+6%)
Value$3.9M (+$126.0K)
Filed 2026-10-26
Novem Group
INCREASED
Shares75,083 from 68,581
Change+6,502 (+9%)
Value$3.8M (+$252.2K)
Filed 2026-10-19
Princeton Global Asset Management LLC
INCREASED
Shares74,598 from 69,799
Change+4,799 (+7%)
Value$3.8M (+$163.5K)
Filed 2026-10-21
OAK Family Advisors, LLC
INCREASED
Shares74,509 from 61,563
Change+12,946 (+21%)
Value$3.8M (+$590.6K)
Filed 2026-10-19
Apollon Wealth Management, LLC
DECREASED
Shares74,115 from 75,708
Change-1,593 (-2%)
Value$3.8M (-$171.0K)
Filed 2026-10-23
Grey Ledge Advisors, LLC
DECREASED
Shares72,761 from 105,245
Change-32,484 (-31%)
Value$3.7M (-$1.8M)
Filed 2026-11-02
Ascent Group, LLC
DECREASED
Shares70,884 from 70,900
Change-16 (0%)
Value$3.6M (-$84.5K)
Filed 2026-10-30
IVC Wealth Advisors LLC
INCREASED
Shares70,287 from 68,030
Change+2,257 (+3%)
Value$3.6M (+$35.3K)
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares69,985 from 54,579
Change+15,406 (+28%)
Value$3.6M (+$724.9K)
Filed 2026-10-28
Eagle Global Advisors LLC
INCREASED
Shares68,565 from 65,165
Change+3,400 (+5%)
Value$3.5M (+$97.3K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares66,620 from 44,711
Change+21,909 (+49%)
Value$3.4M (+$1.1M)
Filed 2026-11-04
Ifrah Financial Services, Inc.
INCREASED
Shares66,135 from 65,788
Change+347 (+1%)
Value$3.4M (-$59.9K)
Filed 2026-10-13
David Kennon Inc
INCREASED
Shares65,285 from 64,760
Change+525 (+1%)
Value$3.3M (-$49.5K)
Filed 2026-10-13
Steinberganna Wealth Management
DECREASED
Shares65,179 from 65,957
Change-778 (-1%)
Value$3.3M (-$117.7K)
Filed 2026-10-23
Howard Financial Services, Ltd.
INCREASED
Shares64,743 from 41,811
Change+22,932 (+55%)
Value$3.3M (+$1.1M)
Filed 2026-10-15
LaFleur & Godfrey LLC
DECREASED
Shares64,580 from 67,790
Change-3,210 (-5%)
Value$3.3M (-$244.4K)
Filed 2026-10-27
Integrated Advisors Network LLC
INCREASED
Shares64,387 from 40,868
Change+23,519 (+58%)
Value$3.3M (+$1.2M)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares63,172 from 62,501
Change+671 (+1%)
Value$3.2M (-$39.4K)
Filed 2026-10-08
Kestra Private Wealth Services, LLC
INCREASED
Shares62,595 from 61,367
Change+1,228 (+2%)
Value$3.2M (-$9.5K)
Filed 2026-10-30
LightSquare Wealth Management, LLC
INCREASED
Shares61,724 from 48,522
Change+13,202 (+27%)
Value$3.2M (+$619.1K)
Filed 2026-11-03
Claro Advisors Inc.
INCREASED
Shares61,433 from 52,261
Change+9,172 (+18%)
Value$3.1M (+$408.2K)
Filed 2026-11-02
Israel Discount Bank of New York
INCREASED
Shares60,458 from 37,504
Change+22,954 (+61%)
Value$3.1M (+$1.1M)
Filed 2026-10-14
Citigroup Inc
INCREASED
Shares59,423 from 56,995
Change+2,428 (+4%)
Value$3.0M (+$57.1K)
Filed 2026-11-04
SevenBridge Financial Group, LLC
DECREASED
Shares59,285 from 63,333
Change-4,048 (-6%)
Value$3.0M (-$259.1K)
Filed 2026-10-26
Maseco LLP
INCREASED
Shares58,695 from 56,275
Change+2,420 (+4%)
Value$3.0M (+$58.2K)
Filed 2026-10-27
Curbstone Financial Management Corp
INCREASED
Shares57,290 from 55,540
Change+1,750 (+3%)
Value$2.9M (+$24.1K)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
DECREASED
Shares57,138 from 57,542
Change-404 (-1%)
Value$2.9M (-$88.6K)
Filed 2026-10-16
BG Investment Services, LLC
INCREASED
Shares56,721 from 56,061
Change+660 (+1%)
Value$2.9M (-$32.3K)
Filed 2026-10-23
Balboa Wealth Partners
NEW
Shares56,661
Change+56,661
Value$2.9M
Filed 2026-10-20
Capital Investment Advisors, LLC
INCREASED
Shares56,370 from 17,662
Change+38,708 (+219%)
Value$2.9M (+$2.0M)
Filed 2026-10-22
E&G Advisors, LLC
INCREASED
Shares54,225 from 54,075
Change+150 (+0%)
Value$2.8M (-$56.1K)
Filed 2026-10-13
Duncker Streett & Co Inc
INCREASED
Shares53,946 from 48,933
Change+5,013 (+10%)
Value$2.8M (+$199.1K)
Filed 2026-10-27
AMG National Trust Bank
INCREASED
Shares53,582 from 49,239
Change+4,343 (+9%)
Value$2.7M (+$164.4K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares53,413 from 51,871
Change+1,542 (+3%)
Value$2.7M (+$23.9K)
Filed 2026-10-16
Buska Wealth Management, LLC
DECREASED
Shares52,767 from 62,881
Change-10,114 (-16%)
Value$2.7M (-$592.4K)
Filed 2026-10-08
Founders Grove Wealth Partners, LLC
DECREASED
Shares52,087 from 79,362
Change-27,275 (-34%)
Value$2.7M (-$1.5M)
Filed 2026-10-16
Aries Wealth Management
INCREASED
Shares49,369 from 49,269
Change+100 (+0%)
Value$2.5M (-$53.0K)
Filed 2026-10-23
Dodds Wealth, LLC
INCREASED
Shares47,760 from 8,099
Change+39,661 (+490%)
Value$2.4M (+$2.0M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares47,402 from 40,807
Change+6,595 (+16%)
Value$2.4M (+$289.6K)
Filed 2026-10-08
Unified Investment Management
INCREASED
Shares46,841 from 46,042
Change+799 (+2%)
Value$2.4M (-$13.4K)
Filed 2026-10-14
Moneywise, Inc.
INCREASED
Shares46,817 from 45,392
Change+1,425 (+3%)
Value$2.4M (+$19.4K)
Filed 2026-10-30
Godsey & Gibb, Inc
INCREASED
Shares46,589 from 42,014
Change+4,575 (+11%)
Value$2.4M (+$184.8K)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares46,578 from 35,004
Change+11,574 (+33%)
Value$2.4M (+$551.6K)
Filed 2026-10-21
United Financial Planning Group LLC
INCREASED
Shares45,975 from 44,979
Change+996 (+2%)
Value$2.4M (-$3.9K)
Filed 2026-11-04
Sweeney & Michel, LLC
INCREASED
Shares45,748 from 42,712
Change+3,036 (+7%)
Value$2.3M (+$117.1K)
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED
Shares45,380 from 23,765
Change+21,615 (+91%)
Value$2.3M (+$1.1M)
Filed 2026-10-23
Bailard, Inc.
DECREASED
Shares43,126 from 59,514
Change-16,388 (-28%)
Value$2.2M (-$909.8K)
Filed 2026-10-13
Nordwand Advisors, LLC
INCREASED
Shares43,025 from 42,155
Change+870 (+2%)
Value$2.2M (-$5.2K)
Filed 2026-11-05
Bulwark Capital Corp
INCREASED
Shares42,423 from 26,567
Change+15,856 (+60%)
Value$2.2M (+$781.0K)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares42,107 from 40,396
Change+1,711 (+4%)
Value$2.2M (+$40.0K)
Filed 2026-10-13
AlphaCore Capital LLC
DECREASED
Shares41,658 from 46,785
Change-5,127 (-11%)
Value$2.1M (-$317.9K)
Filed 2026-11-04
Sapient Capital LLC
UNCHANGED
Shares41,630 from 41,630
Change0 (0%)
Value$2.1M (-$49.1K)
Filed 2026-10-08
Blue Trust, Inc.
INCREASED
Shares41,052 from 0
Change+41,052
Value$2.1M (+$2.1M)
Filed 2026-10-15
Tuttle Capital Management, LLC
INCREASED
Shares40,810 from 17,710
Change+23,100 (+130%)
Value$2.1M (+$1.2M)
Filed 2026-10-21
D.A. Davidson & Co.
INCREASED
Shares40,697 from 35,776
Change+4,921 (+14%)
Value$2.1M (+$209.9K)
Filed 2026-10-28
Saxony Capital Management, LLC
NEW
Shares40,185
Change+40,185
Value$2.1M
Filed 2026-10-15
Shuttleworth & Co
INCREASED
Shares39,957 from 38,381
Change+1,576 (+4%)
Value$2.0M (+$35.4K)
Filed 2026-10-30
RW Investment Management LLC
NEW
Shares39,627
Change+39,627
Value$2.0M
Filed 2026-11-03
AmeriServ Wealth Advisors
DECREASED
Shares39,613 from 60,999
Change-21,386 (-35%)
Value$2.0M (-$1.2M)
Filed 2026-10-21
Courier Capital LLC
INCREASED
Shares39,588 from 30,073
Change+9,515 (+32%)
Value$2.0M (+$452.0K)
Filed 2026-10-19
Rose Capital Advisors LLC
INCREASED
Shares38,964 from 35,045
Change+3,919 (+11%)
Value$2.0M (+$159.4K)
Filed 2026-11-04
Cooksen Wealth, LLC
INCREASED
Shares37,495 from 36,443
Change+1,052 (+3%)
Value$1.9M (+$10.9K)
Filed 2026-10-13
RHS Financial, LLC
DECREASED
Shares36,916 from 37,059
Change-143 (0%)
Value$1.9M (-$51.0K)
Filed 2026-10-13
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares36,495 from 32,465
Change+4,030 (+12%)
Value$1.9M (+$169.0K)
Filed 2026-11-05
Steele Capital Management, Inc.
DECREASED
Shares36,310 from 36,654
Change-344 (-1%)
Value$1.9M (-$60.9K)
Filed 2026-11-02
Sheets Smith Wealth Management
INCREASED
Shares36,282 from 32,042
Change+4,240 (+13%)
Value$1.9M (+$179.4K)
Filed 2026-10-16
Solstein Capital, LLC
UNCHANGED
Shares36,035 from 36,035
Change0 (0%)
Value$1.8M (-$42.5K)
Filed 2026-11-02
Tilia Fiduciary Partners, Inc.
DECREASED
Shares35,979 from 37,892
Change-1,913 (-5%)
Value$1.8M (-$142.7K)
Filed 2026-10-09
CIBC Asset Management Inc
INCREASED
Shares35,165 from 20,772
Change+14,393 (+69%)
Value$1.8M (+$712.8K)
Filed 2026-11-05
Buckhead Capital Management LLC
INCREASED
Shares34,927 from 34,185
Change+742 (+2%)
Value$1.8M (-$2.3K)
Filed 2026-11-03
MidAtlantic Capital Management, Inc.
DECREASED
Shares34,791 from 34,920
Change-129 (0%)
Value$1.8M (-$47.9K)
Filed 2026-11-05
Schmidt P J Investment Management Inc
INCREASED
Shares33,236 from 32,273
Change+963 (+3%)
Value$1.7M (+$11.3K)
Filed 2026-11-02
Plancorp, LLC
INCREASED
Shares33,150 from 25,550
Change+7,600 (+30%)
Value$1.7M (+$382.6K)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares31,959 from 21,356
Change+10,603 (+50%)
Value$1.6M (+$518.0K)
Filed 2026-10-05
A. D. Beadell Investment Counsel, Inc.
INCREASED
Shares31,450 from 30,975
Change+475 (+2%)
Value$1.6K (-$12)
Filed 2026-10-14
Ridgewood Investments LLC
DECREASED
Shares31,394 from 36,055
Change-4,661 (-13%)
Value$1.6M (-$281.4K)
Filed 2026-10-05
Perigon Wealth Management, LLC
INCREASED
Shares31,055 from 16,458
Change+14,597 (+89%)
Value$1.6M (+$728.4K)
Filed 2026-10-22
Y.D. More Investments Ltd
INCREASED
Shares30,596 from 26,346
Change+4,250 (+16%)
Value$1.6M (+$186.6K)
Filed 2026-11-02
Sage Advisory Services, Ltd.Co.
DECREASED
Shares30,274 from 30,916
Change-642 (-2%)
Value$1.6M (-$69.0K)
Filed 2026-10-29
Peoples Bank
INCREASED
Shares30,084 from 27,168
Change+2,916 (+11%)
Value$1.5M (+$117.3K)
Filed 2026-10-26
Madson Wealth Advisors Inc
INCREASED
Shares29,974 from 23,768
Change+6,206 (+26%)
Value$1.5M (+$289.9K)
Filed 2026-10-13
United Community Bank
DECREASED
Shares29,866 from 30,808
Change-942 (-3%)
Value$1.5M (-$84.6K)
Filed 2026-10-28
JGP Wealth Management, LLC
INCREASED
Shares29,564 from 25,895
Change+3,669 (+14%)
Value$1.5M (+$157.4K)
Filed 2026-10-13
Johnson Bixby & Associates, LLC
DECREASED
Shares29,353 from 30,167
Change-814 (-3%)
Value$1.5M (-$77.3K)
Filed 2026-10-14
AdvisorNet Financial, Inc
INCREASED
Shares29,313 from 1,465
Change+27,848 (+1901%)
Value$1.5M (+$1.4M)
Filed 2026-10-15
Pinnacle Associates LTD
INCREASED
Shares28,960 from 28,610
Change+350 (+1%)
Value$1.5M (-$15.8K)
Filed 2026-10-20
Compass Ion Advisors, LLC
INCREASED
Shares28,857 from 28,782
Change+75 (+0%)
Value$1.5M (-$30.1K)
Filed 2026-10-23
Leo Wealth, LLC
NEW
Shares28,509
Change+28,509
Value$1.5M
Filed 2026-10-26
Nvwm, LLC
INCREASED
Shares28,333 from 26,540
Change+1,793 (+7%)
Value$1.5M (+$60.5K)
Filed 2026-10-14
Brookstone Capital Management
DECREASED
Shares28,246 from 31,613
Change-3,367 (-11%)
Value$1.4M (-$209.8K)
Filed 2026-10-22
SAX Wealth Advisors, LLC
INCREASED
Shares28,166 from 23,603
Change+4,563 (+19%)
Value$1.4M (+$202.4K)
Filed 2026-10-13
Washington Capital Management, Inc
DECREASED
Shares27,218 from 59,418
Change-32,200 (-54%)
Value$1.4M (-$1.7M)
Filed 2026-10-19
White Lighthouse Investment Management Inc.
INCREASED
Shares27,085 from 17,825
Change+9,260 (+52%)
Value$1.4M (+$453.4K)
Filed 2026-10-21
Pacific Park Financial, Inc.
INCREASED
Shares26,592 from 14,319
Change+12,273 (+86%)
Value$1.4M (+$611.8K)
Filed 2026-10-13
American National Bank of Texas
INCREASED
Shares26,387 from 25,678
Change+709 (+3%)
Value$1.4M (+$6.0K)
Filed 2026-10-07
Aprio Wealth Management, LLC
DECREASED
Shares26,313 from 28,955
Change-2,642 (-9%)
Value$1.3M (-$169.5K)
Filed 2026-10-28
Woodside Wealth Management LLC
INCREASED
Shares25,644 from 25,364
Change+280 (+1%)
Value$1.3M (-$15.6K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares24,838 from 25,609
Change-771 (-3%)
Value$1.3M (-$69.7K)
Filed 2026-10-14
Apex Wealth Management, LLC
INCREASED
Shares23,788 from 23,516
Change+272 (+1%)
Value$1.2M (-$13.8K)
Filed 2026-10-20
Forte Asset Management LLC
DECREASED
Shares23,675 from 23,942
Change-267 (-1%)
Value$1.2M (-$41.9K)
Filed 2026-10-13
Guidance Point Advisors, LLC
DECREASED
Shares23,348 from 23,841
Change-493 (-2%)
Value$1.2M (-$53.3K)
Filed 2026-10-15
Hunter Associates Investment Management LLC
DECREASED
Shares23,204 from 28,404
Change-5,200 (-18%)
Value$1.2K (-$1.5M)
Filed 2026-10-26
First International Bank of Israel Ltd.
INCREASED
Shares22,894 from 20,951
Change+1,943 (+9%)
Value$1.2M (+$74.8K)
Filed 2026-11-04
Advisor OS, LLC
DECREASED
Shares22,805 from 22,846
Change-41 (0%)
Value$1.2M (-$29.1K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares22,225 from 22,177
Change+48 (+0%)
Value$1.1M (-$23.7K)
Filed 2026-11-02
Higgins & Schmidt Wealth Strategies LLC
NEW
Shares22,148
Change+22,148
Value$1.1M
Filed 2026-10-26
Calamos Wealth Management LLC
INCREASED
Shares22,064 from 18,051
Change+4,013 (+22%)
Value$1.1M (+$184.3K)
Filed 2026-11-02
Marathon Strategic Advisors, LLC
INCREASED
Shares21,491 from 8,039
Change+13,452 (+167%)
Value$1.1M (+$679.7K)
Filed 2026-10-20
Burke & Herbert Bank & Trust Co
INCREASED
Shares21,155 from 20,380
Change+775 (+4%)
Value$1.1M (+$15.7K)
Filed 2026-11-02
Titleist Asset Management, LLC
DECREASED
Shares21,152 from 23,786
Change-2,634 (-11%)
Value$1.1M (-$163.0K)
Filed 2026-10-08
Atria Investments, Inc
INCREASED
Shares20,859 from 18,442
Change+2,417 (+13%)
Value$1.1M (+$102.1K)
Filed 2026-10-15
Flagstar Securities, Inc
DECREASED
Shares20,859 from 21,718
Change-859 (-4%)
Value$1.1M (-$69.7K)
Filed 2026-10-15
Sima Wealth Partners, LLC
INCREASED
Shares20,617 from 19,854
Change+763 (+4%)
Value$1.1M (+$15.7K)
Filed 2026-10-19
American Institute for Advanced Investment Management, LLP
INCREASED
Shares20,612 from 20,362
Change+250 (+1%)
Value$1.1M (-$11.2K)
Filed 2026-11-03
Highline Wealth Partners LLC
INCREASED
Shares20,439 from 1,005
Change+19,434 (+1934%)
Value$1.0M (+$994.4K)
Filed 2026-10-19
SWP Financial LLC
INCREASED
Shares20,402 from 20,050
Change+352 (+2%)
Value$1.0M (-$5.6K)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares20,293 from 20,838
Change-545 (-3%)
Value$1.0M (-$52.5K)
Filed 2026-10-30
Weaver Consulting Group
DECREASED
Shares20,218 from 21,981
Change-1,763 (-8%)
Value$1.0M (-$116.3K)
Filed 2026-10-07
Midwest Trust Co
INCREASED
Shares19,977 from 19,492
Change+485 (+2%)
Value$1.0M (+$1.8K)
Filed 2026-10-22
Balefire, LLC
INCREASED
Shares19,957 from 14,895
Change+5,062 (+34%)
Value$1.0M (+$241.8K)
Filed 2026-10-09
Lido Advisors, LLC
DECREASED
Shares19,724 from 24,595
Change-4,871 (-20%)
Value$1.0M (-$278.6K)
Filed 2026-11-04
Powerhouse Assets LLC
INCREASED
Shares19,675 from 19,629
Change+46 (+0%)
Value$1.0M (-$20.8K)
Filed 2026-10-19
Bear Mountain Capital, Inc.
DECREASED
Shares19,495 from 19,752
Change-257 (-1%)
Value$1.0M (-$27.6K)
Filed 2026-11-04
Exchange Bank
UNCHANGED
Shares19,274 from 19,274
Change0 (0%)
Value$987.4K (-$22.7K)
Filed 2026-10-07
Independent Financial Group, LLC
DECREASED
Shares18,885 from 21,136
Change-2,251 (-11%)
Value$967.5K (-$140.2K)
Filed 2026-10-13
Cypress Capital Group
INCREASED
Shares18,495 from 13,805
Change+4,690 (+34%)
Value$947.5K (+$224.0K)
Filed 2026-11-03
Florida Trust Wealth Management Co
INCREASED
Shares18,379 from 9,445
Change+8,934 (+95%)
Value$941.6K (+$446.5K)
Filed 2026-11-05
Signaturefd, LLC
NEW
Shares18,310
Change+18,310
Value$938.0K
Filed 2026-10-23
Koshinski Asset Management, Inc.
DECREASED
Shares18,197 from 18,213
Change-16 (0%)
Value$932.2K (-$22.3K)
Filed 2026-10-29
Triad Wealth Partners, LLC
DECREASED
Shares17,746 from 25,182
Change-7,436 (-30%)
Value$909.1K (-$400.3K)
Filed 2026-10-26
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares17,649 from 4,990
Change+12,659 (+254%)
Value$904.2K (+$642.6K)
Filed 2026-11-03
Schuylkill Financial LLC
INCREASED
Shares17,609 from 17,501
Change+108 (+1%)
Value$902.1K (-$15.1K)
Filed 2026-10-21
IFS Advisors, LLC
NEW
Shares17,590
Change+17,590
Value$901.1K
Filed 2026-10-14
Strategy Asset Managers LLC
INCREASED
Shares17,585 from 17,554
Change+31 (+0%)
Value$900.9K (-$19.1K)
Filed 2026-10-14
Independent Solutions Wealth Management, LLC
INCREASED
Shares17,454 from 17,354
Change+100 (+1%)
Value$894.2K (-$15.4K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares17,438 from 17,438
Change0 (0%)
Value$893.3K (-$20.6K)
Filed 2026-10-23
Unify Financial Advisors
INCREASED
Shares17,264 from 16,636
Change+628 (+4%)
Value$884.4K (+$12.5K)
Filed 2026-11-03
Basso Capital Management, L.P.
DECREASED
Shares17,087 from 24,375
Change-7,288 (-30%)
Value$875.4K (-$402.1K)
Filed 2026-10-30
Fjell Capital, LLC
NEW
Shares17,056
Change+17,056
Value$873.8K
Filed 2026-10-13
Factor Wealth Management LTD
DECREASED
Shares17,009 from 26,375
Change-9,366 (-36%)
Value$871.4K (-$510.9K)
Filed 2026-10-08
Equita Financial Network, Inc.
INCREASED
Shares16,913 from 16,911
Change+2 (+0%)
Value$866.5K (-$19.8K)
Filed 2026-10-19
Stonekeep Investments, LLC
UNCHANGED
Shares16,853 from 16,853
Change0 (0%)
Value$863.4K (+$862.5K)
Filed 2026-10-15
Evergreen Capital Management LLC
DECREASED
Shares16,839 from 18,071
Change-1,232 (-7%)
Value$862.7K (-$84.4K)
Filed 2026-10-23
Brucke Financial, Inc.
INCREASED
Shares16,737 from 10,914
Change+5,823 (+53%)
Value$857.4K (+$285.4K)
Filed 2026-10-23
McAdam, LLC
INCREASED
Shares16,616 from 8,585
Change+8,031 (+94%)
Value$851.3K (+$401.3K)
Filed 2026-10-21
Kuhn & Co Investment Counsel
NEW
Shares16,600
Change+16,600
Value$850.4K
Filed 2026-10-29
Fiduciary Alliance LLC
DECREASED
Shares16,115 from 17,279
Change-1,164 (-7%)
Value$825.6K (-$80.0K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
NEW
Shares15,789
Change+15,789
Value$808.9K
Filed 2026-10-13
Great Diamond Partners, LLC
DECREASED
Shares15,712 from 15,890
Change-178 (-1%)
Value$804.9K (-$27.9K)
Filed 2026-10-13
Kanawha Capital Management LLC
DECREASED
Shares15,547 from 15,647
Change-100 (-1%)
Value$796.5K (-$23.6K)
Filed 2026-10-19
Strategic Advocates LLC
INCREASED
Shares15,545 from 13,895
Change+1,650 (+12%)
Value$796.4K (+$68.2K)
Filed 2026-11-03
SkyOak Wealth, LLC
DECREASED
Shares15,396 from 16,033
Change-637 (-4%)
Value$788.7K (-$51.5K)
Filed 2026-10-28
RFG Advisory, LLC
INCREASED
Shares15,313 from 14,598
Change+715 (+5%)
Value$784.5K (+$19.4K)
Filed 2026-11-03
Waters Parkerson & Co., LLC
DECREASED
Shares15,145 from 15,195
Change-50 (0%)
Value$775.9K (-$20.5K)
Filed 2026-11-04
Heritage Investors Management Corp
INCREASED
Shares14,803 from 10,723
Change+4,080 (+38%)
Value$758 (-$561.2K)
Filed 2026-10-29
Park Avenue Securities LLC
DECREASED
Shares14,802 from 20,236
Change-5,434 (-27%)
Value$758 (-$1.1M)
Filed 2026-10-26
Pekin Hardy Strauss, Inc.
DECREASED
Shares14,490 from 15,290
Change-800 (-5%)
Value$742.3K (-$59.0K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
INCREASED
Shares14,212 from 12,837
Change+1,375 (+11%)
Value$728.1K (+$55.3K)
Filed 2026-10-27
Lazari Capital Management, Inc.
INCREASED
Shares14,137 from 13,282
Change+855 (+6%)
Value$724.2K (+$28.1K)
Filed 2026-10-20
Sunburst Financial Group, LLC
UNCHANGED
Shares14,057 from 14,057
Change0 (0%)
Value$720.1K (-$16.6K)
Filed 2026-10-09
Beaumont Financial Advisors, LLC
DECREASED
Shares14,020 from 14,347
Change-327 (-2%)
Value$718.2K (-$33.7K)
Filed 2026-10-22
Fonville Wealth Management LLC
INCREASED
Shares13,898 from 13,895
Change+3 (+0%)
Value$712.0K (-$16.3K)
Filed 2026-10-28
Sage Financial Group Inc
INCREASED
Shares13,791 from 13,679
Change+112 (+1%)
Value$706.5K (-$10.4K)
Filed 2026-10-27
Lynx Capital Group LTD
DECREASED
Shares13,683 from 13,716
Change-33 (0%)
Value$701.0K (-$17.9K)
Filed 2026-11-04
Verus Wealth Management, LLC
INCREASED
Shares13,590 from 4,624
Change+8,966 (+194%)
Value$696.2K (+$453.9K)
Filed 2026-10-13
Fort Washington Investment Advisors Inc
DECREASED
Shares13,560 from 14,846
Change-1,286 (-9%)
Value$694.7K (-$83.4K)
Filed 2026-10-15
Good Harbor Advisors, Inc.
INCREASED
Shares13,538 from 13,363
Change+175 (+1%)
Value$693.6K (-$6.8K)
Filed 2026-10-20
Helium Advisors LLC
NEW
Shares13,375
Change+13,375
Value$685.2K
Filed 2026-10-23
Avant Financial Advisors LLC
INCREASED
Shares13,021 from 12,959
Change+62 (+0%)
Value$667.1K (-$12.1K)
Filed 2026-11-02
McKinley Carter Wealth Services, Inc.
DECREASED
Shares12,961 from 14,905
Change-1,944 (-13%)
Value$664.0K (-$117.2K)
Filed 2026-10-16
Wynn Capital, LLC
UNCHANGED
Shares12,900 from 12,900
Change0 (0%)
Value$660.9K (-$15.2K)
Filed 2026-10-13
XY Planning Network, Inc.
NEW
Shares12,766
Change+12,766
Value$654.0K
Filed 2026-10-14
ARK & TLK Investments, LLC
UNCHANGED
Shares12,685 from 12,685
Change0 (0%)
Value$649.8K (-$15.0K)
Filed 2026-10-20
Cardinal Capital Management
DECREASED
Shares12,676 from 13,826
Change-1,150 (-8%)
Value$649.4K (-$75.2K)
Filed 2026-10-21
Union Savings Bank
DECREASED
Shares12,566 from 16,673
Change-4,107 (-25%)
Value$643.6K (-$230.0K)
Filed 2026-10-14
Curtis Advisory Group, LLC
INCREASED
Shares12,560 from 12,415
Change+145 (+1%)
Value$643.4K (-$7.2K)
Filed 2026-10-28
Meitav Investment House LTD
DECREASED
Shares12,345 from 14,230
Change-1,885 (-13%)
Value$632.4K (-$113.4K)
Filed 2026-10-28
Eastern Bank
UNCHANGED
Shares12,068 from 12,068
Change0 (0%)
Value$618.2K (-$14.2K)
Filed 2026-10-05
EverSource Wealth Advisors, LLC
DECREASED
Shares12,014 from 12,502
Change-488 (-4%)
Value$615.5K (-$39.7K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
INCREASED
Shares11,880 from 9,955
Change+1,925 (+19%)
Value$608.6K (+$86.9K)
Filed 2026-10-22
Strategic Blueprint, LLC
INCREASED
Shares11,826 from 11,551
Change+275 (+2%)
Value$605.8K (+$420)
Filed 2026-10-22
Verdence Capital Advisors LLC
DECREASED
Shares11,744 from 11,856
Change-112 (-1%)
Value$601.6K (-$19.7K)
Filed 2026-10-26
First United Bank & Trust
INCREASED
Shares11,592 from 10,320
Change+1,272 (+12%)
Value$593.9K (+$53.0K)
Filed 2026-10-22
Enclave Advisors LLC
DECREASED
Shares11,462 from 15,250
Change-3,788 (-25%)
Value$587.2K (-$212.1K)
Filed 2026-10-14
GreatBanc Trust Co
DECREASED
Shares11,342 from 11,802
Change-460 (-4%)
Value$581.1K (-$37.5K)
Filed 2026-11-04
Wingate Wealth Advisors, Inc.
INCREASED
Shares11,282 from 11,154
Change+128 (+1%)
Value$578.0K (-$6.6K)
Filed 2026-10-26
Beacon Financial Group
DECREASED
Shares11,261 from 11,581
Change-320 (-3%)
Value$576.9K (-$30.1K)
Filed 2026-10-19
Winebrenner Capital Management LLC
DECREASED
Shares11,111 from 11,499
Change-388 (-3%)
Value$569.2K (-$33.4K)
Filed 2026-10-07
Perryman Financial Advisory Inc
DECREASED
Shares11,063 from 11,474
Change-411 (-4%)
Value$566.8K (-$34.6K)
Filed 2026-10-16
First Bank & Trust
INCREASED
Shares10,994 from 7,849
Change+3,145 (+40%)
Value$563.2K (+$151.9K)
Filed 2026-10-19
Grove Bank & Trust
INCREASED
Shares10,914 from 5,137
Change+5,777 (+112%)
Value$559.1K (+$289.9K)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares10,801 from 1,182
Change+9,619 (+814%)
Value$553.4K (+$491.4K)
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares10,673 from 9,623
Change+1,050 (+11%)
Value$546.8K (+$42.4K)
Filed 2026-10-23
Value Investment Professionals, LLC
INCREASED
Shares10,663 from 10,540
Change+123 (+1%)
Value$546.2K (-$6.2K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares10,650 from 10,562
Change+88 (+1%)
Value$545.6K (-$7.9K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares10,636 from 7,625
Change+3,011 (+39%)
Value$544.9K (+$145.2K)
Filed 2026-10-13
Councilor Wealth, LLC
DECREASED
Shares10,106 from 10,841
Change-735 (-7%)
Value$517.8K (-$50.4K)
Filed 2026-10-09
Forteris Wealth Management Inc.
INCREASED
Shares10,072 from 10,040
Change+32 (+0%)
Value$516.0K (-$10.2K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares10,062 from 7,684
Change+2,378 (+31%)
Value$515.5K (+$112.8K)
Filed 2026-11-03
Compagnie Lombard Odier SCmA
DECREASED
Shares10,037 from 13,466
Change-3,429 (-25%)
Value$514.2K (-$191.6K)
Filed 2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares9,845 from 5,280
Change+4,565 (+86%)
Value$504.4K (+$227.6K)
Filed 2026-10-29
1900 Wealth Management LLC
NEW
Shares9,819
Change+9,819
Value$503.0K
Filed 2026-10-13
Glenview Trust Co
DECREASED
Shares9,783 from 9,969
Change-186 (-2%)
Value$501.2K (-$21.3K)
Filed 2026-10-28
MFA Wealth Advisors, LLC
DECREASED
Shares9,766 from 10,730
Change-964 (-9%)
Value$500.3K (-$62.0K)
Filed 2026-10-07
Lanark Financial, Inc.
INCREASED
Shares9,765 from 9,614
Change+151 (+2%)
Value$500.3K (-$3.6K)
Filed 2026-10-26
WBH Advisory Inc
INCREASED
Shares9,689 from 7,930
Change+1,759 (+22%)
Value$496.4K (+$80.8K)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares9,670 from 9,670
Change0 (0%)
Value$495.4K (-$11.4K)
Filed 2026-10-19
Seed Wealth Management, Inc.
INCREASED
Shares9,590 from 6,745
Change+2,845 (+42%)
Value$491.3K (+$137.8K)
Filed 2026-10-20
Eagle Harbor Asset Management Inc
NEW
Shares9,528
Change+9,528
Value$488.1K
Filed 2026-10-21
Wedbush Securities Inc
INCREASED
Shares9,497 from 9,324
Change+173 (+2%)
Value$487 (-$488.5K)
Filed 2026-10-22
Wealth Advisory Solutions, LLC
DECREASED
Shares9,486 from 9,638
Change-152 (-2%)
Value$486.0K (-$19.2K)
Filed 2026-10-20
FF Advisors,LLC
INCREASED
Shares9,438 from 4,257
Change+5,181 (+122%)
Value$483.5K (+$260.4K)
Filed 2026-10-21
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares9,324 from 9,324
Change0 (0%)
Value$477.7K (-$11.0K)
Filed 2026-10-16
Asset Allocation & Management Company, LLC
UNCHANGED
Shares9,139 from 9,139
Change0 (0%)
Value$468 (-$11)
Filed 2026-10-13
CGN Advisors LLC
UNCHANGED
Shares9,100 from 9,100
Change0 (0%)
Value$466.2K (-$10.7K)
Filed 2026-10-21
Elm3 Financial Group, LLC
NEW
Shares9,035
Change+9,035
Value$462.9K
Filed 2026-10-07
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares9,017 from 10,344
Change-1,327 (-13%)
Value$461.9K (-$80.2K)
Filed 2026-11-04
Cullen T Bankers, Inc.
DECREASED
Shares9,000 from 9,661
Change-661 (-7%)
Value$461.1K (-$45.3K)
Filed 2026-10-28
PKS Advisory Services, LLC
UNCHANGED
Shares8,938 from 8,938
Change0 (0%)
Value$468.4K ($0)
Filed 2026-10-26
Golden State Wealth Management, LLC
INCREASED
Shares8,812 from 8,809
Change+3 (+0%)
Value$451.4K (-$10.3K)
Filed 2026-11-02
Acorn Wealth Advisors, LLC
DECREASED
Shares8,656 from 8,860
Change-204 (-2%)
Value$443.4K (-$21.0K)
Filed 2026-10-19
BankPlus Wealth Management LLC
DECREASED
Shares8,536 from 8,959
Change-423 (-5%)
Value$437.3K (-$32.2K)
Filed 2026-10-13
Successful Portfolios LLC
DECREASED
Shares8,466 from 8,468
Change-2 (0%)
Value$432.8K (-$8.7K)
Filed 2026-10-09
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares8,431 from 8,334
Change+97 (+1%)
Value$431.9K (-$4.9K)
Filed 2026-10-19
WealthBridge Capital Management, LLC
UNCHANGED
Shares8,402 from 8,402
Change0 (0%)
Value$430.4K (-$9.9K)
Filed 2026-10-16
Citizens Financial Group Inc
NEW
Shares8,332
Change+8,332
Value$426.9K
Filed 2026-10-23
Rockwood Wealth Management, LLC
DECREASED
Shares8,329 from 16,617
Change-8,288 (-50%)
Value$426.7K (-$444.2K)
Filed 2026-10-27
Capital Advisors Wealth Management, LLC
INCREASED
Shares8,326 from 7,496
Change+830 (+11%)
Value$426.6K (+$33.7K)
Filed 2026-10-09
4J Wealth Management LLC
INCREASED
Shares8,269 from 4,949
Change+3,320 (+67%)
Value$423.6K (+$164.2K)
Filed 2026-11-02
Legacy Bridge, LLC
DECREASED
Shares8,247 from 8,317
Change-70 (-1%)
Value$422.5K (-$13.4K)
Filed 2026-10-28
Wesbanco Bank Inc
DECREASED
Shares8,201 from 16,371
Change-8,170 (-50%)
Value$420.1K (-$437.9K)
Filed 2026-11-04
Lewis Asset Management, LLC
DECREASED
Shares8,192 from 11,151
Change-2,959 (-27%)
Value$419.7K (-$164.7K)
Filed 2026-10-14
First Community Trust NA
UNCHANGED
Shares8,114 from 8,114
Change0 (0%)
Value$415.7K (-$9.6K)
Filed 2026-10-07
Elyxium Wealth, LLC
UNCHANGED
Shares7,914 from 7,914
Change0 (0%)
Value$405.4K (-$9.3K)
Filed 2026-10-27
Tcfg Investment Advisors, LLC
UNCHANGED
Shares7,867 from 7,867
Change0 (0%)
Value$403.0K (-$9.3K)
Filed 2026-10-20
Financial Solutions Advisory Group, Inc.
DECREASED
Shares7,770 from 8,147
Change-377 (-5%)
Value$399.4K (-$25.7K)
Filed 2026-10-28
Matthew Goff Investment Advisor, LLC
NEW
Shares7,647
Change+7,647
Value$391.8K
Filed 2026-10-13
Pacific Excel Wealth Advisors, Inc.
NEW
Shares7,601
Change+7,601
Value$389.4K
Filed 2026-10-27
Evolution Wealth Management Inc.
DECREASED
Shares7,528 from 7,578
Change-50 (-1%)
Value$385.7K (-$11.5K)
Filed 2026-10-28
Truefg, LLC
INCREASED
Shares7,376 from 7,267
Change+109 (+2%)
Value$377.9K (-$3.0K)
Filed 2026-10-15
GEN Financial Management, Inc.
NEW
Shares7,363
Change+7,363
Value$377.2K
Filed 2026-10-13
Clear Creek Financial Management, LLC
INCREASED
Shares7,361 from 6,871
Change+490 (+7%)
Value$377.1K (+$17.0K)
Filed 2026-10-28
Aegis Wealth Management, Inc.
DECREASED
Shares7,254 from 7,881
Change-627 (-8%)
Value$371.6K (-$41.4K)
Filed 2026-10-26
Cherry Tree Wealth Management, LLC
DECREASED
Shares7,187 from 8,923
Change-1,736 (-19%)
Value$368.2K (-$99.5K)
Filed 2026-10-15
Oath Planning, LLC
INCREASED
Shares7,179 from 7,097
Change+82 (+1%)
Value$367.8K (-$4.2K)
Filed 2026-10-20
Tableaux LLC
DECREASED
Shares7,145 from 110,404
Change-103,259 (-94%)
Value$366.1K (-$5.4M)
Filed 2026-10-23
LVW Advisors, LLC
DECREASED
Shares6,832 from 10,103
Change-3,271 (-32%)
Value$350.0K (-$179.5K)
Filed 2026-10-19
Downshift Financial, LLC
UNCHANGED
Shares6,791 from 6,791
Change0 (0%)
Value$347.9K (-$8.0K)
Filed 2026-10-13
Seamount Financial Group Inc
DECREASED
Shares6,745 from 6,937
Change-192 (-3%)
Value$345.5K (-$18.0K)
Filed 2026-10-21
Obermeyer Wealth Partners
INCREASED
Shares6,682 from 6,276
Change+406 (+6%)
Value$342.3K (+$13.4K)
Filed 2026-10-21
Aspiriant, LLC
UNCHANGED
Shares6,678 from 6,678
Change0 (0%)
Value$342.1K (-$7.9K)
Filed 2026-10-16
Rede Wealth, LLC
INCREASED
Shares6,672 from 5,995
Change+677 (+11%)
Value$341.8K (+$27.6K)
Filed 2026-10-22
RMR Wealth Builders
DECREASED
Shares6,660 from 7,515
Change-855 (-11%)
Value$341.2K (-$52.7K)
Filed 2026-10-22
Patten Group, Inc.
INCREASED
Shares6,657 from 6,573
Change+84 (+1%)
Value$341.0K (-$3.5K)
Filed 2026-10-26
BlueChip Wealth Advisors LLC
NEW
Shares6,640
Change+6,640
Value$340.2K
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares6,628 from 9,172
Change-2,544 (-28%)
Value$339.6K (-$141.2K)
Filed 2026-10-16
Tandem Investment Partners LLC
INCREASED
Shares6,576 from 6,288
Change+288 (+5%)
Value$336.9K (+$7.3K)
Filed 2026-10-16
Level Wealth Management LLC
NEW
Shares6,529
Change+6,529
Value$334.5K
Filed 2026-10-23
Destiny Capital Corp
INCREASED
Shares6,491 from 6,447
Change+44 (+1%)
Value$332.5K (-$5.4K)
Filed 2026-11-03
Hoxton Planning & Management, LLC
INCREASED
Shares6,455 from 5,815
Change+640 (+11%)
Value$330.7K (+$25.9K)
Filed 2026-10-15
Value Partners Investments Inc.
UNCHANGED
Shares6,333 from 6,333
Change0 (0%)
Value$325.4K (-$6.0K)
Filed 2026-10-19
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares6,223 from 6,223
Change0 (0%)
Value$318.8K (-$7.3K)
Filed 2026-11-03
Paragon Capital Management Ltd
NEW
Shares6,140
Change+6,140
Value$314.6K
Filed 2026-10-09
Ascentis Independent Advisors
INCREASED
Shares6,099 from 2,000
Change+4,099 (+205%)
Value$312.4K (+$207.6K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
UNCHANGED
Shares6,073 from 6,073
Change0 (0%)
Value$311.1K (-$7.2K)
Filed 2026-10-08
Woodward Diversified Capital, LLC
INCREASED
Shares6,063 from 5,372
Change+691 (+13%)
Value$310.6K (+$29.1K)
Filed 2026-10-21
Plimoth Trust Co LLC
INCREASED
Shares5,877 from 5,127
Change+750 (+15%)
Value$301.1K (+$32.4K)
Filed 2026-10-26
Grimes & Co Wealth Management, LLC
INCREASED
Shares5,867 from 5,800
Change+67 (+1%)
Value$300.6K (-$3.4K)
Filed 2026-10-29
Crescent Sterling, Ltd.
INCREASED
Shares5,823 from 5,493
Change+330 (+6%)
Value$298.3K (+$10.4K)
Filed 2026-10-16
Breakwater Capital Group
NEW
Shares5,815
Change+5,815
Value$297.9K
Filed 2026-10-09
Intergy Private Wealth, LLC
INCREASED
Shares5,643 from 5,590
Change+53 (+1%)
Value$289.1K (-$3.9K)
Filed 2026-10-16
Insight Wealth Partners, LLC
INCREASED
Shares5,629 from 5,072
Change+557 (+11%)
Value$288.4K (+$22.6K)
Filed 2026-10-26
Evanson Financial, LLC
INCREASED
Shares5,603 from 5,539
Change+64 (+1%)
Value$287.0K (-$3.2K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares5,585 from 5,409
Change+176 (+3%)
Value$286.1K (+$2.6K)
Filed 2026-10-14
Orca Wealth Management, LLC
INCREASED
Shares5,562 from 5,502
Change+60 (+1%)
Value$285.0K (-$3.4K)
Filed 2026-10-14
Nations Financial Group Inc,
UNCHANGED
Shares5,464 from 5,464
Change0 (0%)
Value$280.0K (-$6.4K)
Filed 2026-11-05
Americana Partners, LLC
UNCHANGED
Shares5,429 from 5,429
Change0 (0%)
Value$278.1K (-$6.4K)
Filed 2026-10-28
Hohimer Wealth Management, LLC
INCREASED
Shares5,412 from 5,408
Change+4 (+0%)
Value$277.3K (-$6.1K)
Filed 2026-11-04
Bayshore Capital Advisors, LLC
UNCHANGED
Shares5,361 from 5,361
Change0 (0%)
Value$274.6K (-$6.3K)
Filed 2026-11-02
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares5,279 from 5,438
Change-159 (-3%)
Value$270.4K (-$14.6K)
Filed 2026-10-09
Tanager Wealth Management LLP
INCREASED
Shares5,230 from 5,000
Change+230 (+5%)
Value$267.9K (+$5.9K)
Filed 2026-10-19
C2c Wealth Management, LLC
UNCHANGED
Shares5,202 from 5,202
Change0 (0%)
Value$266.5K (-$6.1K)
Filed 2026-10-20
Richardson Capital Management LLC
INCREASED
Shares5,080 from 4,902
Change+178 (+4%)
Value$260.2K (+$3.3K)
Filed 2026-10-23
Winthrop Advisory Group LLC
DECREASED
Shares5,016 from 8,071
Change-3,055 (-38%)
Value$257.0K (-$166.1K)
Filed 2026-10-22
KPP Advisory Services LLC
DECREASED
Shares4,955 from 6,596
Change-1,641 (-25%)
Value$253.9K (-$91.9K)
Filed 2026-10-26
Daymark Wealth Partners, LLC
INCREASED
Shares4,953 from 4,946
Change+7 (+0%)
Value$253.8K (-$5.4K)
Filed 2026-11-04
Caliber Wealth Management, LLC / KS
DECREASED
Shares4,924 from 5,052
Change-128 (-3%)
Value$252.3K (-$12.5K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares4,905 from 5,575
Change-670 (-12%)
Value$251.3K (-$40.9K)
Filed 2026-10-27
Townsend & Associates, Inc
DECREASED
Shares4,895 from 5,170
Change-275 (-5%)
Value$251.6K (-$18.1K)
Filed 2026-10-23
Lynx Investment Advisory
UNCHANGED
Shares4,875 from 4,875
Change0 (0%)
Value$249.7K (-$5.8K)
Filed 2026-10-27
Stevens Capital Partners
INCREASED
Shares4,850 from 4,795
Change+55 (+1%)
Value$248.5K (-$2.8K)
Filed 2026-10-29
Glass Jacobson Investment Advisors llc
INCREASED
Shares4,842 from 4,612
Change+230 (+5%)
Value$248.0K (+$6.3K)
Filed 2026-10-26
Grey Fox Wealth Advisors, LLC
INCREASED
Shares4,840 from 4,832
Change+8 (+0%)
Value$248.0K (-$5.3K)
Filed 2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares4,825 from 4,825
Change0 (0%)
Value$247.2K (-$5.7K)
Filed 2026-10-23
Csenge Advisory Group
INCREASED
Shares4,814 from 4,026
Change+788 (+20%)
Value$246.6K (+$35.6K)
Filed 2026-11-04
Ninety One UK Ltd
UNCHANGED
Shares4,770 from 4,770
Change0 (0%)
Value$244.4K (-$5.6K)
Filed 2026-10-15
PFG Private Wealth Management, LLC
NEW
Shares4,761
Change+4,761
Value$243.9K
Filed 2026-10-15
Asset Management One Co., Ltd.
DECREASED
Shares4,674 from 9,797
Change-5,123 (-52%)
Value$239.4K (-$274.0K)
Filed 2026-10-27
eCIO, Inc.
INCREASED
Shares4,666 from 4,652
Change+14 (+0%)
Value$238.8K (-$5.0K)
Filed 2026-11-02
Concord Wealth Partners
INCREASED
Shares4,664 from 4,610
Change+54 (+1%)
Value$238.9K (-$2.7K)
Filed 2026-11-02
Miller Global Investments, LLC
DECREASED
Shares4,632 from 52,031
Change-47,399 (-91%)
Value$237.3K (-$2.5M)
Filed 2026-10-02
Summit Wealth Group LLC / Co
DECREASED
Shares4,595 from 5,489
Change-894 (-16%)
Value$235.4K (-$52.3K)
Filed 2026-10-29
J. L. Bainbridge & Co., Inc.
DECREASED
Shares4,590 from 4,653
Change-63 (-1%)
Value$235.1K (-$8.7K)
Filed 2026-10-20
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares4,585 from 4,665
Change-80 (-2%)
Value$234.9K (-$9.6K)
Filed 2026-10-20
Peddock Capital Advisors, LLC
INCREASED
Shares4,547 from 4,019
Change+528 (+13%)
Value$232.9K (+$22.3K)
Filed 2026-10-16
Wedmont Private Capital
NEW
Shares4,466
Change+4,466
Value$228.9K
Filed 2026-10-09
Clearwave Capital, LLC
DECREASED
Shares4,418 from 4,560
Change-142 (-3%)
Value$226.3K (-$12.7K)
Filed 2026-10-27
Piscataqua Savings Bank
UNCHANGED
Shares4,383 from 4,383
Change0 (0%)
Value$224.5K (-$5.2K)
Filed 2026-10-21
NovaPoint Capital, LLC
UNCHANGED
Shares4,362 from 4,362
Change0 (0%)
Value$223.5K (-$5.1K)
Filed 2026-10-22
Relyea Zuckerberg Hanson LLC
INCREASED
Shares4,317 from 4,279
Change+38 (+1%)
Value$221.2K (-$3.1K)
Filed 2026-10-20
Ignite Planners, LLC
DECREASED
Shares4,314 from 5,251
Change-937 (-18%)
Value$221.0K (-$54.2K)
Filed 2026-10-14
Endowment Wealth Management, Inc.
NEW
Shares4,301
Change+4,301
Value$220.3K
Filed 2026-11-03
Accelerate Investment Advisors LLC
NEW
Shares4,278
Change+4,278
Value$219.2K
Filed 2026-11-02
SimpliFi, Inc.
INCREASED
Shares4,265 from 4,199
Change+66 (+2%)
Value$218.5K (-$1.6K)
Filed 2026-10-28
Portland Financial Advisors Inc
INCREASED
Shares4,253 from 4,190
Change+63 (+2%)
Value$217.9K (-$1.7K)
Filed 2026-10-26
Navigoe, LLC
INCREASED
Shares4,249 from 4,238
Change+11 (+0%)
Value$217.0K (-$5.0K)
Filed 2026-11-04
Echo45 Advisors LLC
NEW
Shares4,237
Change+4,237
Value$217.1K
Filed 2026-10-07
Platform Technology Partners
NEW
Shares4,184
Change+4,184
Value$214.3K
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares4,064
Change+4,064
Value$210.4K
Filed 2026-11-03
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$204.9K (-$4.7K)
Filed 2026-10-23
Ipswich Investment Management Co., Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$204.9K (-$4.7K)
Filed 2026-10-13
Integrated Capital Management, LLC
NEW
Shares3,996
Change+3,996
Value$204.7K
Filed 2026-10-23
Premier Path Wealth Partners, LLC
DECREASED
Shares3,975 from 29,684
Change-25,709 (-87%)
Value$203.6K (-$1.4M)
Filed 2026-10-16
SBI Securities Co., Ltd.
INCREASED
Shares3,967 from 2,100
Change+1,867 (+89%)
Value$203.2K (+$93.2K)
Filed 2026-10-22
Martin Capital Advisors, LLP
UNCHANGED
Shares3,960 from 3,960
Change0 (0%)
Value$202.9K (-$4.7K)
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares3,782 from 1,973
Change+1,809 (+92%)
Value$193.7K (+$90.3K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
INCREASED
Shares3,366 from 3,327
Change+39 (+1%)
Value$172.4K (-$2.0K)
Filed 2026-10-30
Archer Investment Corp
UNCHANGED
Shares3,352 from 3,352
Change0 (0%)
Value$171.7K (-$3.9K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares3,206
Change+3,206
Value$164.2K
Filed 2026-10-21
Balance Wealth Partners LLC
NEW
Shares2,862
Change+2,862
Value$146.6K
Filed 2026-10-27
Key Capital Management, Inc
NEW
Shares2,655
Change+2,655
Value$136.0K
Filed 2026-11-03
Guardian Partners Inc.
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$133.2K (-$3.1K)
Filed 2026-10-21
Mather Group, Llc.
DECREASED
Shares2,578 from 2,645
Change-67 (-3%)
Value$132.1K (-$6.6K)
Filed 2026-10-14
EPG Wealth Management LLC
INCREASED
Shares2,243 from 2,242
Change+1 (+0%)
Value$114.9K (-$2.6K)
Filed 2026-11-03
Bfsg, LLC
NEW
Shares2,235
Change+2,235
Value$114.5K
Filed 2026-10-30
Cape Investment Advisory, Inc.
INCREASED
Shares2,075 from 1,933
Change+142 (+7%)
Value$106.3K (+$5.0K)
Filed 2026-10-13
Main Street Group, LTD
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$102.5K (-$2.4K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,974 from 1,974
Change0 (0%)
Value$101.1K (-$2.3K)
Filed 2026-10-21
Acropolis Investment Management, LLC
UNCHANGED
Shares1,965 from 1,965
Change0 (0%)
Value$100.7K (-$2.3K)
Filed 2026-10-08
Mascoma Wealth Management LLC
INCREASED
Shares1,916 from 1,795
Change+121 (+7%)
Value$98.2K (+$4.1K)
Filed 2026-10-23
Parkside Financial Bank & Trust
DECREASED
Shares1,902 from 7,857
Change-5,955 (-76%)
Value$97.4K (-$314.3K)
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$92.2K (-$2.1K)
Filed 2026-10-13
Alpine Bank Wealth Management
UNCHANGED
Shares1,720 from 1,720
Change0 (0%)
Value$88.1K (-$2.0K)
Filed 2026-10-16
Nfsg Corp
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$87.1K (-$2.0K)
Filed 2026-10-15
AlphaCentric Advisors LLC
DECREASED
Shares1,558 from 2,623
Change-1,065 (-41%)
Value$79.8K (-$57.7K)
Filed 2026-11-03
Elevate Wealth Advisory, Inc
UNCHANGED
Shares1,534 from 1,534
Change0 (0%)
Value$78.6K (-$1.8K)
Filed 2026-10-29
Abound Wealth Management
INCREASED
Shares1,506 from 1,105
Change+401 (+36%)
Value$77.1K (+$19.2K)
Filed 2026-10-26
First Horizon Corp
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$75.8K (-$1.7K)
Filed 2026-10-26
Tompkins Financial Corp
UNCHANGED
Shares1,473 from 1,473
Change0 (0%)
Value$75.5K (-$1.7K)
Filed 2026-10-05
Financial Perspectives, Inc
INCREASED
Shares1,289 from 1,279
Change+10 (+1%)
Value$66.1K (-$1.0K)
Filed 2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares1,271 from 1,271
Change0 (0%)
Value$65.1K (-$1.5K)
Filed 2026-10-23
Valley Wealth Managers, Inc.
DECREASED
Shares1,262 from 1,287
Change-25 (-2%)
Value$64.7K (-$2.8K)
Filed 2026-10-09
Security National Bank
UNCHANGED
Shares1,245 from 1,245
Change0 (0%)
Value$63.8K (-$1.5K)
Filed 2026-10-26
BankChampaign, National Association
UNCHANGED
Shares1,234 from 1,234
Change0 (0%)
Value$63.2K (-$1.5K)
Filed 2026-10-19
Private Trust Co NA
DECREASED
Shares1,206 from 4,605
Change-3,399 (-74%)
Value$61.8K (-$179.6K)
Filed 2026-10-20
Hyposwiss Advisors SA
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$61.4K (-$1.4K)
Filed 2026-10-26
Thompson Investment Management, Inc.
UNCHANGED
Shares1,111 from 1,111
Change0 (0%)
Value$56.9K (-$1.3K)
Filed 2026-10-14
McCarley & Cook Financial Planners
UNCHANGED
Shares1,059 from 1,059
Change0 (0%)
Value$54.3K (-$1.2K)
Filed 2026-10-21
Bell Investment Advisors, Inc
NEW
Shares1,034
Change+1,034
Value$53.0K
Filed 2026-10-29
Birch Financial Group, LLC
NEW
Shares1,034
Change+1,034
Value$53.0K
Filed 2026-10-27
First Premier Bank
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$51 (-$2)
Filed 2026-10-13
GK Wealth Management LLC
NEW
Shares1,000
Change+1,000
Value$51.2K
Filed 2026-10-09
Heritage Family Offices, LLP
NEW
Shares970
Change+970
Value$49.7K
Filed 2026-11-02
Kelleher Financial Advisors
DECREASED
Shares960 from 1,140
Change-180 (-16%)
Value$49.2K (-$10.6K)
Filed 2026-10-30
Pittenger & Anderson Inc
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$45.5K (-$1.0K)
Filed 2026-11-02
Independence Bank of Kentucky
UNCHANGED
Shares864 from 864
Change0 (0%)
Value$44.3K (-$1.0K)
Filed 2026-10-26
Rossmore Private Capital
DECREASED
Shares834 from 14,689
Change-13,855 (-94%)
Value$42.7K (-$727.1K)
Filed 2026-10-27
Trust Co of Vermont
DECREASED
Shares834 from 1,134
Change-300 (-26%)
Value$42.7K (-$16.7K)
Filed 2026-10-21
Kennebec Savings Bank
UNCHANGED
Shares809 from 809
Change0 (0%)
Value$41.4K (-$955)
Filed 2026-10-22
Barrett & Company, Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$41.0K (-$944)
Filed 2026-10-22
Bank of New Hampshire
UNCHANGED
Shares753 from 753
Change0 (0%)
Value$38.6K (-$889)
Filed 2026-10-06
Holos Integrated Wealth LLC
NEW
Shares720
Change+720
Value$36.9K
Filed 2026-10-23
Armor Investment Advisors, LLC
DECREASED
Shares571 from 1,530
Change-959 (-63%)
Value$29.3K (-$50.9K)
Filed 2026-10-27
James T. Borello RIA
UNCHANGED
Shares529 from 529
Change0 (0%)
Value$27.1K (-$624)
Filed 2026-10-16
PFS Partners, LLC
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$26.3K (-$606)
Filed 2026-10-21
High Note Wealth, LLC
UNCHANGED
Shares512 from 512
Change0 (0%)
Value$26.3K (-$605)
Filed 2026-10-27
Nova Financial LLC
NEW
Shares504
Change+504
Value$25.8K
Filed 2026-11-04
City Holding Co
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$25.1K (-$579)
Filed 2026-10-19
Granite Investment Partners, LLC
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$24.4K (-$562)
Filed 2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED
Shares461 from 461
Change0 (0%)
Value$23.6K (-$544)
Filed 2026-10-22
Buck Wealth Strategies, LLC
DECREASED
Shares454 from 1,257
Change-803 (-64%)
Value$23.3K (-$42.6K)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$23.1K (-$531)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
INCREASED
Shares430 from 427
Change+3 (+1%)
Value$22.0K (-$333)
Filed 2026-10-20
Birchwood Financial Partners, Inc.
DECREASED
Shares427 from 850
Change-423 (-50%)
Value$21.9K (-$22.7K)
Filed 2026-11-02
Asset Dedication, LLC
UNCHANGED
Shares371 from 371
Change0 (0%)
Value$19.0K (-$438)
Filed 2026-11-03
Trust Co of Toledo NA
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$17.9K (-$413)
Filed 2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$17.9K (-$413)
Filed 2026-10-13
CKW Financial Group
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$17 (-$1)
Filed 2026-10-29
Planning Strategies Inc.
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$16.9K (-$388)
Filed 2026-10-02
Jcic Asset Management Inc.
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$16.4K (-$425)
Filed 2026-10-30
Axiom Investment Management LLC
UNCHANGED
Shares320 from 320
Change0 (0%)
Value$16.4K (-$377)
Filed 2026-11-03
Richardson Financial Services Inc.
INCREASED
Shares319 from 249
Change+70 (+28%)
Value$16.3K (+$3.3K)
Filed 2026-10-30
MTM Investment Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$15.4K (-$354)
Filed 2026-10-30
SRH Advisors, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$15.4K (-$354)
Filed 2026-10-22
Montag A & Associates Inc
INCREASED
Shares269 from 140
Change+129 (+92%)
Value$13.8K (+$6.4K)
Filed 2026-10-29
Triumph Capital Management
DECREASED
Shares255 from 624
Change-369 (-59%)
Value$13.1K (-$19.6K)
Filed 2026-10-14
Southern Michigan Bank & Trust
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$10.2K (-$236)
Filed 2026-10-19
Tsfg, LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$10 ($0)
Filed 2026-10-23
Gilpin Wealth Management, LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$9.1K (-$210)
Filed 2026-10-09
Register Financial Advisors LLC
INCREASED
Shares163 from 161
Change+2 (+1%)
Value$8.4K (-$95)
Filed 2026-10-23
Blueline Advisors LLC
NEW
Shares160
Change+160
Value$8.2K
Filed 2026-10-15
Harbor Asset Planning, Inc.
INCREASED
Shares160 from 158
Change+2 (+1%)
Value$8.2K (-$92)
Filed 2026-10-23
Adkins Seale Capital Management LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$8.0K (-$185)
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares117
Change+117
Value$6.0K
Filed 2026-10-27
Kingdom Financial Group Llc.
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$5.6K (-$130)
Filed 2026-11-04
Salomon & Ludwin, LLC
NEW
Shares100
Change+100
Value$5.1K
Filed 2026-10-29
Syntax Research, Inc.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$5.1K (-$117)
Filed 2026-11-04
Jnba Financial Advisors
DECREASED
Shares95 from 119
Change-24 (-20%)
Value$4.9K (-$1.4K)
Filed 2026-11-03
Gamma Investing LLC
DECREASED
Shares82 from 98
Change-16 (-16%)
Value$4.2K (-$935)
Filed 2026-10-08
Capital Advisors, Ltd. LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$4 ($0)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
DECREASED
Shares77 from 7,666
Change-7,589 (-99%)
Value$3.9K (-$397.8K)
Filed 2026-10-30
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$3.1K (-$72)
Filed 2026-11-02
Balentine LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.1K (-$71)
Filed 2026-11-03
Olistico Wealth, LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$2.9K (-$67)
Filed 2026-10-05
Silver Grove Financial Group, Inc.
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$2.8K (-$65)
Filed 2026-11-05
Beacon Capital Management, Inc.
NEW
Shares54
Change+54
Value$2.8K
Filed 2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.6K (-$60)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
DECREASED
Shares48 from 77
Change-29 (-38%)
Value$2.5K (-$1.6K)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
NEW
Shares45
Change+45
Value$2.3K
Filed 2026-10-30
Community Financial Services Group, LLC
DECREASED
Shares45 from 1,361
Change-1,316 (-97%)
Value$2.3K (-$68.7K)
Filed 2026-10-15
GGM Financial LLC
DECREASED
Shares41 from 53
Change-12 (-23%)
Value$2.1K (-$680)
Filed 2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.9K (-$43)
Filed 2026-10-05
Nvest Wealth Strategies, Inc.
DECREASED
Shares28 from 255
Change-227 (-89%)
Value$1.4K (-$11.9K)
Filed 2026-10-14
Sofi Wealth, LLC
DECREASED
Shares27 from 49
Change-22 (-45%)
Value$1.4K (-$1.2K)
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.2K (-$27)
Filed 2026-10-21
Armstrong Advisory Group, Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.1K (-$26)
Filed 2026-10-09
Avion Wealth
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
NEW
Shares7
Change+7
Value$358
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$359 (-$8)
Filed 2026-11-03
Elevated Capital Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$154 (-$3)
Filed 2026-11-04
POM Investment Strategies, LLC
NEW
Shares2
Change+2
Value$87
Filed 2026-10-20
Bokf, NA
CLOSED
Shares0 from 82,433
Change-82,433 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-27
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 35,931
Change-35,931 (-100%)
Value$0 (-$1.9M)
Filed 2026-10-26
Garde Capital, Inc.
CLOSED
Shares0 from 20,743
Change-20,743 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-29
Elevation Capital Advisory, LLC
CLOSED
Shares0 from 17,303
Change-17,303 (-100%)
Value$0 (-$906.9K)
Filed 2026-10-29
Ejmk Ventures LLC
CLOSED
Shares0 from 7,675
Change-7,675 (-100%)
Value$0 (-$402.2K)
Filed 2026-10-21
Wagner Wealth Management, Corp
CLOSED
Shares0 from 7,478
Change-7,478 (-100%)
Value$0 (-$391.9K)
Filed 2026-10-20
Keystone Financial Group, Inc.
CLOSED
Shares0 from 6,404
Change-6,404 (-100%)
Value$0 (-$335.6K)
Filed 2026-10-13
Heartwood Wealth Advisors LLC
CLOSED
Shares0 from 6,366
Change-6,366 (-100%)
Value$0 (-$333.6K)
Filed 2026-10-05
City of London Investment Management Co LTD
CLOSED
Shares0 from 6,327
Change-6,327 (-100%)
Value$0 (-$331.6K)
Filed 2026-10-30
JIM Saulnier & Associates, LLC
CLOSED
Shares0 from 5,526
Change-5,526 (-100%)
Value$0 (-$289.6K)
Filed 2026-11-04
Central Valley Advisors, LLC
CLOSED
Shares0 from 5,510
Change-5,510 (-100%)
Value$0 (-$288.8K)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED
Shares0 from 5,415
Change-5,415 (-100%)
Value$0 (-$283.8K)
Filed 2026-10-27
Walleye Partners, LLC
CLOSED
Shares0 from 4,950
Change-4,950 (-100%)
Value$0 (-$259.5K)
Filed 2026-10-13
Brick & Kyle, Associates
CLOSED
Shares0 from 4,702
Change-4,702 (-100%)
Value$0 (-$247.1K)
Filed 2026-11-05
Cerro Pacific Wealth Advisors LLC
CLOSED
Shares0 from 4,688
Change-4,688 (-100%)
Value$0 (-$245.7K)
Filed 2026-10-22
Accurate Wealth Management, LLC
CLOSED
Shares0 from 4,552
Change-4,552 (-100%)
Value$0 (-$237.3K)
Filed 2026-10-20
Kestra Investment Management, LLC
CLOSED
Shares0 from 4,292
Change-4,292 (-100%)
Value$0 (-$225.0K)
Filed 2026-11-04
Apollon Financial, LLC
CLOSED
Shares0 from 4,024
Change-4,024 (-100%)
Value$0 (-$210.9K)
Filed 2026-10-23
AA Financial Advisors, LLC
CLOSED
Shares0 from 3,990
Change-3,990 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-19
Gryphon Financial Partners LLC
CLOSED
Shares0 from 3,837
Change-3,837 (-100%)
Value$0 (-$201.1K)
Filed 2026-11-04
Valpey Financial Services, LLC
CLOSED
Shares0 from 3,833
Change-3,833 (-100%)
Value$0 (-$200.9K)
Filed 2026-10-30
Chapman Financial Group, LLC
CLOSED
Shares0 from 1,618
Change-1,618 (-100%)
Value$0 (-$84.8K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,281
Change-1,281 (-100%)
Value$0 (-$66.7K)
Filed 2026-10-16
Founders Capital Management
CLOSED
Shares0 from 1,040
Change-1,040 (-100%)
Value$0 (-$54.5K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 493
Change-493 (-100%)
Value$0 (-$25.7K)
Filed 2026-11-02
Decker Retirement Planning Inc.
CLOSED
Shares0 from 283
Change-283 (-100%)
Value$0 (-$14.8K)
Filed 2026-10-19
Westside Investment Management, Inc.
CLOSED
Shares0 from 208
Change-208 (-100%)
Value$0 (-$10.9K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-15
Sims Investment Management, LLC
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$5.7K)
Filed 2026-10-13
American National Bank & Trust
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-07
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$22)
Filed 2026-10-27
Central Bank of Brazil
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Northern Trust Corp
N/A
Shares— from 26,252,076
Change-26,252,076 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 13,710,330
Change-13,710,330 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 12,595,321
Change-12,595,321 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 10,015,306
Change-10,015,306 (-100%)
Value—
Allstate Corp
N/A
Shares— from 9,160,330
Change-9,160,330 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,818,356
Change-8,818,356 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,281,325
Change-8,281,325 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,834,814
Change-6,834,814 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 6,412,760
Change-6,412,760 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,086,054
Change-6,086,054 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,508,239
Change-5,508,239 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,506,117
Change-5,506,117 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,392,728
Change-4,392,728 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,980,191
Change-3,980,191 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,934,430
Change-3,934,430 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,665,930
Change-3,665,930 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,525,156
Change-3,525,156 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 3,313,324
Change-3,313,324 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,279,401
Change-3,279,401 (-100%)
Value—
Members Trust Co
N/A
Shares— from 3,201,864
Change-3,201,864 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 2,508,677
Change-2,508,677 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,399,367
Change-2,399,367 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2,330,032
Change-2,330,032 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,245,918
Change-2,245,918 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,116,211
Change-2,116,211 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 2,028,500
Change-2,028,500 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,944,485
Change-1,944,485 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,902,181
Change-1,902,181 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,835,731
Change-1,835,731 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,704,771
Change-1,704,771 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,656,261
Change-1,656,261 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,594,200
Change-1,594,200 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 1,571,911
Change-1,571,911 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,518,855
Change-1,518,855 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,476,104
Change-1,476,104 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,334,985
Change-1,334,985 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,302,960
Change-1,302,960 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 1,190,935
Change-1,190,935 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 1,104,802
Change-1,104,802 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 1,039,573
Change-1,039,573 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,019,362
Change-1,019,362 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 987,415
Change-987,415 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 923,586
Change-923,586 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 902,951
Change-902,951 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 897,036
Change-897,036 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 894,272
Change-894,272 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 890,251
Change-890,251 (-100%)
Value—
CVS Health Corp
N/A
Shares— from 890,000
Change-890,000 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 858,952
Change-858,952 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 840,330
Change-840,330 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 776,458
Change-776,458 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 761,949
Change-761,949 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 740,410
Change-740,410 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 664,743
Change-664,743 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 663,554
Change-663,554 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 662,380
Change-662,380 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 609,297
Change-609,297 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 605,628
Change-605,628 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 588,685
Change-588,685 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 571,644
Change-571,644 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 561,393
Change-561,393 (-100%)
Value—
Stephens Inc
N/A
Shares— from 546,640
Change-546,640 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 530,389
Change-530,389 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 513,282
Change-513,282 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 507,466
Change-507,466 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 485,916
Change-485,916 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 480,270
Change-480,270 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 479,786
Change-479,786 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 478,615
Change-478,615 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 465,393
Change-465,393 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 460,712
Change-460,712 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 424,384
Change-424,384 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 411,298
Change-411,298 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 410,458
Change-410,458 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 372,097
Change-372,097 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 367,164
Change-367,164 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 360,543
Change-360,543 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 355,169
Change-355,169 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 350,102
Change-350,102 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 327,173
Change-327,173 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 324,772
Change-324,772 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 323,646
Change-323,646 (-100%)
Value—
Johns Hopkins University
N/A
Shares— from 321,905
Change-321,905 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 316,308
Change-316,308 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 313,035
Change-313,035 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 305,437
Change-305,437 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 300,000
Change-300,000 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 290,200
Change-290,200 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 283,389
Change-283,389 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 281,971
Change-281,971 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 280,681
Change-280,681 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 276,838
Change-276,838 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 275,229
Change-275,229 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 265,804
Change-265,804 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 258,275
Change-258,275 (-100%)
Value—
MTC Wealth Management LLC
N/A
Shares— from 254,281
Change-254,281 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 253,721
Change-253,721 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 250,646
Change-250,646 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 248,592
Change-248,592 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 248,306
Change-248,306 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 240,709
Change-240,709 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 240,195
Change-240,195 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 239,299
Change-239,299 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 237,894
Change-237,894 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 235,028
Change-235,028 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 230,809
Change-230,809 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 228,227
Change-228,227 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 227,201
Change-227,201 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 203,927
Change-203,927 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 195,950
Change-195,950 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 189,106
Change-189,106 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 188,580
Change-188,580 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 187,185
Change-187,185 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 182,382
Change-182,382 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 182,189
Change-182,189 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 162,617
Change-162,617 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 161,544
Change-161,544 (-100%)
Value—
Croban
N/A
Shares— from 155,936
Change-155,936 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 153,852
Change-153,852 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 145,413
Change-145,413 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 144,029
Change-144,029 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 141,518
Change-141,518 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 137,200
Change-137,200 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 131,490
Change-131,490 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 127,588
Change-127,588 (-100%)
Value—
United Bank
N/A
Shares— from 127,313
Change-127,313 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 126,771
Change-126,771 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 125,786
Change-125,786 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 121,161
Change-121,161 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 118,885
Change-118,885 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 117,911
Change-117,911 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 114,318
Change-114,318 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 113,828
Change-113,828 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 108,761
Change-108,761 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 106,981
Change-106,981 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 106,219
Change-106,219 (-100%)
Value—
Main Management LLC
N/A
Shares— from 106,145
Change-106,145 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 104,999
Change-104,999 (-100%)
Value—
Blair William & Co
N/A
Shares— from 103,775
Change-103,775 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 99,392
Change-99,392 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 97,160
Change-97,160 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 97,028
Change-97,028 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 95,784
Change-95,784 (-100%)
Value—
&partners
N/A
Shares— from 94,811
Change-94,811 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 93,130
Change-93,130 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 93,094
Change-93,094 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 90,647
Change-90,647 (-100%)
Value—
Quaker Capital Investments, LLC
N/A
Shares— from 90,200
Change-90,200 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 86,384
Change-86,384 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 85,136
Change-85,136 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 81,788
Change-81,788 (-100%)
Value—
Cabot Wealth Management Inc
N/A
Shares— from 81,232
Change-81,232 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 78,511
Change-78,511 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 77,414
Change-77,414 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 77,292
Change-77,292 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 74,878
Change-74,878 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 74,549
Change-74,549 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 74,310
Change-74,310 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 70,271
Change-70,271 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 69,922
Change-69,922 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 68,667
Change-68,667 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 65,949
Change-65,949 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 65,384
Change-65,384 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 63,707
Change-63,707 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 63,572
Change-63,572 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 63,361
Change-63,361 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 59,360
Change-59,360 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 56,270
Change-56,270 (-100%)
Value—
New South Capital Management Inc
N/A
Shares— from 55,380
Change-55,380 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 54,404
Change-54,404 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 53,272
Change-53,272 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 52,986
Change-52,986 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 52,912
Change-52,912 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 51,406
Change-51,406 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 49,581
Change-49,581 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 46,920
Change-46,920 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 46,628
Change-46,628 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 46,364
Change-46,364 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 46,047
Change-46,047 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 45,612
Change-45,612 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 43,969
Change-43,969 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 42,879
Change-42,879 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 41,945
Change-41,945 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 41,813
Change-41,813 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 41,430
Change-41,430 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 40,637
Change-40,637 (-100%)
Value—
Commerce Bank
N/A
Shares— from 39,924
Change-39,924 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 39,773
Change-39,773 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 39,738
Change-39,738 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 39,375
Change-39,375 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 37,769
Change-37,769 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 37,540
Change-37,540 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 37,071
Change-37,071 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 35,593
Change-35,593 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 35,388
Change-35,388 (-100%)
Value—
Jefferies Financial Group Inc.
N/A
Shares— from 34,955
Change-34,955 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 34,615
Change-34,615 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 34,524
Change-34,524 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 34,427
Change-34,427 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 34,319
Change-34,319 (-100%)
Value—
Allianz SE
N/A
Shares— from 33,144
Change-33,144 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 32,983
Change-32,983 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 32,396
Change-32,396 (-100%)
Value—
Sona Asset Management (US) LLC
N/A
Shares— from 32,114
Change-32,114 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 31,974
Change-31,974 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 31,589
Change-31,589 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 30,634
Change-30,634 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 30,463
Change-30,463 (-100%)
Value—
Bingham Private Wealth, LLC
N/A
Shares— from 30,337
Change-30,337 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 30,207
Change-30,207 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 29,711
Change-29,711 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 29,421
Change-29,421 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 29,185
Change-29,185 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 28,982
Change-28,982 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 28,627
Change-28,627 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 28,330
Change-28,330 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 27,594
Change-27,594 (-100%)
Value—
Grand Wealth Management, LLC
N/A
Shares— from 26,940
Change-26,940 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 26,455
Change-26,455 (-100%)
Value—
Nwam LLC
N/A
Shares— from 25,501
Change-25,501 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 25,310
Change-25,310 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 25,297
Change-25,297 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 24,790
Change-24,790 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 24,518
Change-24,518 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 24,231
Change-24,231 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 24,091
Change-24,091 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 23,974
Change-23,974 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 23,684
Change-23,684 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 23,629
Change-23,629 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 23,538
Change-23,538 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 23,158
Change-23,158 (-100%)
Value—
Capstone Wealth Management Group, LLC
N/A
Shares— from 22,989
Change-22,989 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 22,952
Change-22,952 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 22,820
Change-22,820 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 22,820
Change-22,820 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 22,344
Change-22,344 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 22,206
Change-22,206 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 22,034
Change-22,034 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 21,641
Change-21,641 (-100%)
Value—
American Capital Management Inc
N/A
Shares— from 21,496
Change-21,496 (-100%)
Value—
Wilshire Advisors LLC
N/A
Shares— from 21,439
Change-21,439 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 20,743
Change-20,743 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 20,497
Change-20,497 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 20,385
Change-20,385 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 20,337
Change-20,337 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 20,250
Change-20,250 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 19,941
Change-19,941 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 19,731
Change-19,731 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 19,532
Change-19,532 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 19,440
Change-19,440 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 19,210
Change-19,210 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 19,182
Change-19,182 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,126
Change-19,126 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 18,860
Change-18,860 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 18,825
Change-18,825 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 18,712
Change-18,712 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 18,643
Change-18,643 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 18,582
Change-18,582 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 18,425
Change-18,425 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 18,411
Change-18,411 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 18,086
Change-18,086 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 18,065
Change-18,065 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 17,960
Change-17,960 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 17,882
Change-17,882 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 17,840
Change-17,840 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 17,784
Change-17,784 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 17,704
Change-17,704 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 17,529
Change-17,529 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 17,138
Change-17,138 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 17,047
Change-17,047 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 16,799
Change-16,799 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 16,658
Change-16,658 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 16,308
Change-16,308 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 15,896
Change-15,896 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 15,776
Change-15,776 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 15,725
Change-15,725 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 15,455
Change-15,455 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 14,865
Change-14,865 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 14,615
Change-14,615 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 14,555
Change-14,555 (-100%)
Value—
Emerald Investment Advisers, LLC
N/A
Shares— from 14,550
Change-14,550 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 14,511
Change-14,511 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 14,426
Change-14,426 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 14,195
Change-14,195 (-100%)
Value—
FIL Ltd
N/A
Shares— from 14,050
Change-14,050 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 14,046
Change-14,046 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 13,884
Change-13,884 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 13,697
Change-13,697 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 13,579
Change-13,579 (-100%)
Value—
Peloton Wealth Strategists
N/A
Shares— from 13,453
Change-13,453 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 13,270
Change-13,270 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 13,109
Change-13,109 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,069
Change-13,069 (-100%)
Value—
Betterment LLC
N/A
Shares— from 12,848
Change-12,848 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 12,765
Change-12,765 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,279
Change-12,279 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 12,187
Change-12,187 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 12,066
Change-12,066 (-100%)
Value—
EFG International AG
N/A
Shares— from 11,994
Change-11,994 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 11,991
Change-11,991 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,911
Change-11,911 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 11,638
Change-11,638 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 11,347
Change-11,347 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 11,343
Change-11,343 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 11,204
Change-11,204 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 10,905
Change-10,905 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 10,739
Change-10,739 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 10,558
Change-10,558 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 10,443
Change-10,443 (-100%)
Value—
1492 Capital Management LLC
N/A
Shares— from 10,381
Change-10,381 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 10,338
Change-10,338 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 10,170
Change-10,170 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 10,152
Change-10,152 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 9,613
Change-9,613 (-100%)
Value—
King Luther Capital Management Corp
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Invst, LLC
N/A
Shares— from 9,470
Change-9,470 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,338
Change-9,338 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 9,248
Change-9,248 (-100%)
Value—
Wiregrass Investment Management LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
CFM Wealth Partners LLC
N/A
Shares— from 9,070
Change-9,070 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 9,059
Change-9,059 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 9,035
Change-9,035 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 8,590
Change-8,590 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 8,569
Change-8,569 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 8,463
Change-8,463 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 8,404
Change-8,404 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 8,299
Change-8,299 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 8,271
Change-8,271 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 8,118
Change-8,118 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 8,113
Change-8,113 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,988
Change-7,988 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 7,699
Change-7,699 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 7,653
Change-7,653 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 7,649
Change-7,649 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 7,515
Change-7,515 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 7,381
Change-7,381 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 7,371
Change-7,371 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 7,326
Change-7,326 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 7,234
Change-7,234 (-100%)
Value—
American Trust
N/A
Shares— from 7,228
Change-7,228 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 7,195
Change-7,195 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 6,776
Change-6,776 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 6,272
Change-6,272 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,194
Change-6,194 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 6,078
Change-6,078 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 5,907
Change-5,907 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 5,731
Change-5,731 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 5,560
Change-5,560 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 5,548
Change-5,548 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 5,306
Change-5,306 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,284
Change-5,284 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 5,273
Change-5,273 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 5,208
Change-5,208 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 5,193
Change-5,193 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 5,086
Change-5,086 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,063
Change-5,063 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 5,003
Change-5,003 (-100%)
Value—
Black Maple Capital Management LP
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 4,988
Change-4,988 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 4,964
Change-4,964 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 4,962
Change-4,962 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 4,923
Change-4,923 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 4,851
Change-4,851 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 4,735
Change-4,735 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,629
Change-4,629 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 4,531
Change-4,531 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,437
Change-4,437 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 4,353
Change-4,353 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,201
Change-4,201 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 4,165
Change-4,165 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 4,073
Change-4,073 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 4,041
Change-4,041 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 4,039
Change-4,039 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 4,013
Change-4,013 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,952
Change-3,952 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 3,912
Change-3,912 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 3,851
Change-3,851 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,787
Change-3,787 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,325
Change-3,325 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,871
Change-2,871 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,499
Change-2,499 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,404
Change-2,404 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
Central Trust Co
N/A
Shares— from 2,010
Change-2,010 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 997
Change-997 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 985
Change-985 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 975
Change-975 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 884
Change-884 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 881
Change-881 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 821
Change-821 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 740
Change-740 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 682
Change-682 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 649
Change-649 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 546
Change-546 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 500
Change-500 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 440
Change-440 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 318
Change-318 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 239
Change-239 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 179
Change-179 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 156
Change-156 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 137
Change-137 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
CNB Bank
N/A
Shares— from 69
Change-69 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 55
Change-55 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Matson Money. Inc.
INCREASED16,137,60915,505,032+632,577+4%$813.1M$826.7M+$13.6M2026-10-23
Barings LLC
UNCHANGED6,840,0276,840,02700%$358.5M$350.4M-$8.1M2026-10-22
Assetmark, Inc
INCREASED3,315,5561,695,928+1,619,628+96%$88.9M$169.9M+$81.0M2026-10-21
Commonwealth Equity Services, LLC
DECREASED2,726,8432,768,665-41,822-2%$145.1M$139.7M-$5.4M2026-11-02
Keybank National Association
INCREASED2,240,3992,167,426+72,973+3%$113.6M$114.8M+$1.2M2026-11-04
Williams Jones Wealth Management, Llc.
INCREASED2,195,6601,855,860+339,800+18%$97.3M$112.5M+$15.2M2026-11-05
Parkside Investments, LLC
INCREASED1,887,5731,876,303+11,270+1%$98.3M$96.7M-$1.6M2026-10-20
Truist Financial Corp
DECREASED1,884,2092,462,123-577,914-23%$129.0M$96.5M-$32.5M2026-10-30
Busey Bank
INCREASED1,833,5871,831,639+1,948+0%$96.0M$93.9M-$2.1M2026-10-26
Maryland Capital Advisors Inc.
INCREASED1,495,1781,373,167+122,011+9%$72.0M$76.6M+$4.6M2026-10-15
US Bancorp \de\
INCREASED1,394,5591,389,346+5,213+0%$72.8M$71.4M-$1.4M2026-11-05
Greenwood Gearhart LLC
INCREASED1,273,9541,050,207+223,747+21%$55.0M$65.3M+$10.2M2026-11-02
Parallel Advisors, LLC
INCREASED1,177,870686,092+491,778+72%$36.0M$60.3M+$24.4M2026-11-03
TD Private Client Wealth LLC
INCREASED1,146,1581,056,853+89,305+8%$55.4M$58.7M+$3.3M2026-10-28
Bangor Savings Bank
INCREASED911,775908,714+3,061+0%$47.6M$46.7M-$915.5K2026-10-06
Cutler Investment Counsel LLC
INCREASED902,882881,726+21,156+2%$46.2M$46.3M+$43.4K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED898,755840,189+58,566+7%$43.8M$46.1M+$2.3M2026-10-13
PDS Planning, Inc
INCREASED850,960801,548+49,412+6%$42.0M$43.6M+$1.6M2026-11-03
Stockman Wealth Management, Inc.
INCREASED806,893749,535+57,358+8%$39.3M$41.3M+$2.1M2026-10-27
Sumitomo Mitsui Trust Group, Inc.
DECREASED803,000815,000-12,000-1%$42.7M$41.1M-$1.6M2026-10-29
IFP Advisors, Inc
INCREASED750,214727,413+22,801+3%$38.1M$38.4M+$309.7K2026-10-16
Schaeffer Financial LLC
INCREASED688,312674,253+14,059+2%$35.3M$35.3M-$75.4K2026-10-23
Chicago Partners Investment Group LLC
INCREASED606,260596,458+9,802+2%$31.0M$31.2M+$182.5K2026-10-27
Kestra Advisory Services, LLC
DECREASED568,466670,567-102,101-15%$35.1M$29.1M-$6.0M2026-11-02
Prime Capital Investment Advisors, LLC
DECREASED563,527567,579-4,052-1%$29.7M$28.9M-$877.3K2026-10-20
Arkansas Financial Group, Inc.
DECREASED554,975581,391-26,416-5%$30.5M$28.4M-$2.0M2026-10-26
DT Investment Partners, LLC
INCREASED540,971495,278+45,693+9%$26.0M$27.7M+$1.8M2026-10-27
Creative Planning
INCREASED538,236364,445+173,791+48%$19.1M$27.6M+$8.5M2026-11-02
Klaas Financial Asset Advisors, LLC
INCREASED533,038527,909+5,129+1%$27.7M$27.3M-$360.2K2026-10-19
Bernardo Wealth Planning LLC
INCREASED529,134279,481+249,653+89%$14.6M$27.1M+$12.5M2026-10-23
Members Capital Advisors Inc
UNCHANGED500,000500,00000%$26.2M$25.6M-$590.0K2026-10-26
Blue Fin Capital, Inc.
INCREASED491,512469,389+22,123+5%$24.6M$25.2M+$579.5K2026-10-28
Courage Miller Partners, LLC
INCREASED477,755465,818+11,937+3%$24.4M$24.5M+$61.9K2026-10-21
Arch Capital Group Ltd.
UNCHANGED469,378469,37800%$24.6M$24.0M-$553.8K2026-11-04
Compass Wealth Management, LLC
NEW466,355—+466,355——$23.9M—2026-10-30
BAR Harbor Wealth Management
INCREASED452,983444,432+8,551+2%$23.3M$23.2M-$86.4K2026-10-21
Ameliora Wealth Management Ltd.
DECREASED415,518437,075-21,557-5%$22.9M$21.3M-$1.6M2026-10-23
JBGlobal.com LLC
INCREASED414,710383,615+31,095+8%$20.1M$21.2M+$1.1M2026-10-13
Presilium Private Wealth, LLC
INCREASED408,621398,214+10,407+3%$20.9M$20.9M+$63.3K2026-10-26
Black Diamond Financial, LLC
INCREASED408,561368,663+39,898+11%$19.3M$20.9M+$1.6M2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED398,937366,075+32,862+9%$19.2M$20.4K-$19.2M2026-11-02
Equitable Trust Co
INCREASED394,910288,614+106,296+37%$15.1M$20.2M+$5.1M2026-10-13
Discipline Wealth Solutions, LLC
INCREASED391,100363,629+27,471+8%$19.1M$20.0M+$978.3K2026-10-14
Davenport & Co LLC
INCREASED375,075325,351+49,724+15%$17.1M$19.2M+$2.2M2026-10-14
Elevate Capital Advisors, LLC
DECREASED372,826384,797-11,971-3%$20.2M$19.1M-$1.1M2026-11-02
Amtrust Financial Services, Inc.
UNCHANGED367,800367,80000%$19.3M$18.8M-$434.0K2026-10-19
First Citizens Bank & Trust Co
DECREASED364,764385,331-20,567-5%$20.2M$18.7M-$1.5M2026-10-14
Atwood & Palmer Inc
INCREASED363,385362,875+510+0%$19.0M$18.6M-$402.1K2026-10-08
Kwmg, LLC
INCREASED343,771313,609+30,162+10%$16.4M$17.6M+$1.2M2026-10-07
Anchor Capital Advisors LLC
INCREASED341,766330,632+11,134+3%$17.3M$17.5M+$180.2K2026-11-05
Prosperity Planning, Inc.
INCREASED341,590317,095+24,495+8%$16.6M$17.5M+$880.7K2026-10-09
Able Financial Group, LLC
INCREASED329,635287,972+41,663+14%$15.1M$16.9M+$1.8M2026-10-14
Bank of New York Mellon Corp
DECREASED329,505421,146-91,641-22%$22.1M$16.9M-$5.2M2026-11-05
Stephens Group Asset Management, LLC
INCREASED327,286309,171+18,115+6%$16.2M$16.8M+$563.2K2026-10-09
Lodestar Private Asset Management LLC
INCREASED324,14994,232+229,917+244%$4.9M$16.6M+$11.7M2026-10-26
Gemmer Asset Management LLC
INCREASED320,090316,610+3,480+1%$16.6M$16.4M-$195.4K2026-10-16
Paulson Wealth Management Inc.
INCREASED313,908252,024+61,884+25%$13.2M$16.1M+$2.9M2026-11-02
Caldwell Trust Co
INCREASED310,826300,671+10,155+3%$15.8M$15.9M+$165.4K2026-10-30
North Dakota State Investment Board
UNCHANGED297,278297,27800%$15.6M$15.2M-$350.8K2026-10-27
Choreo, LLC
INCREASED280,066273,721+6,345+2%$14.3M$14.3M+$2.1K2026-10-28
Investment Partners, Ltd.
INCREASED279,420135,771+143,649+106%$7.1M$14.3M+$7.2M2026-10-29
Sigma Planning Corp
INCREASED270,533244,321+26,212+11%$12.8M$13.9M+$1.1M2026-10-23
Ticino Wealth
INCREASED262,488233,447+29,041+12%$12.2M$13.4M+$1.2M2026-10-13
Tctc Holdings, LLC
DECREASED257,377257,417-400%$13.5M$13.2M-$305.8K2026-11-02
Affinity Wealth LLC
INCREASED257,135252,844+4,291+2%$13.3M$13.2M-$16.8K2026-11-03
Smith Salley Wealth Management
INCREASED246,683245,485+1,198+0%$12.9M$12.6M-$228.3K2026-11-03
Vertex Investment Solutions Co., Ltd.
DECREASED238,200240,700-2,500-1%$12.6M$12.2M-$416.8K2026-10-19
NBT Bank, N.A.
DECREASED237,962241,578-3,616-1%$12.7M$12.2M-$470.3K2026-10-21
Goelzer Investment Management, Inc.
DECREASED237,155238,502-1,347-1%$12.5M$12.1M-$350.5K2026-10-16
BlueSky Wealth Advisors, LLC
INCREASED235,917181,196+54,721+30%$9.5M$12.1M+$2.6M2026-10-29
Ballentine Capital Advisors, Inc
INCREASED228,014227,117+897+0%$11.9M$11.7M-$222.1K2026-10-14
Regions Financial Corp
DECREASED221,611248,395-26,784-11%$13.0M$11.4M-$1.7M2026-11-05
Sterling Manor Financial, LLC
NEW218,372—+218,372——$11.2M—2026-10-21
Patriot Investment Management Group, Inc.
INCREASED214,223187,190+27,033+14%$9.8M$11.0M+$1.2M2026-10-15
Avior Wealth Management, LLC
DECREASED207,633217,255-9,622-4%$11.4M$10.6M-$749.3K2026-10-13
Secure Asset Management, LLC
DECREASED204,636283,647-79,011-28%$14.9M$10.5M-$4.4M2026-10-19
Powers Advisory Group, LLC
INCREASED198,421190,125+8,296+4%$10.0M$10.2M+$200.6K2026-10-14
Kroeger Financial Partners
INCREASED197,252193,295+3,957+2%$10.1M$10.1M-$25.4K2026-10-19
Wealthstar Advisors, LLC
INCREASED195,590194,548+1,042+1%$10.2M$10.0M-$176.2K2026-10-19
James Investment Research, Inc.
DECREASED194,022199,000-4,978-2%$10.4M$9.9M-$489.8K2026-10-22
M Holdings Securities, Inc.
NEW190,757—+190,757——$9.8M—2026-11-03
Burns J W & Co Inc
INCREASED188,960178,750+10,210+6%$9.4M$9.7M+$312.1K2026-10-20
Artesa Financial Group, LLC
INCREASED188,932179,447+9,485+5%$9.4M$9.7M+$274.2K2026-10-29
Thrivent Financial for Lutherans
INCREASED184,242166,169+18,073+11%$8.7M$9.4M+$724.0K2026-11-05
Aspen Investment Management Inc
INCREASED167,299158,883+8,416+5%$8.3K$8.6M+$8.6M2026-11-05
Semitam Bonam LLC
INCREASED167,048153,771+13,277+9%$8.1M$8.6M+$498.7K2026-10-27
Clear Retirement Advice LLC
INCREASED162,569151,850+10,719+7%$8.0M$8.3M+$370.0K2026-10-22
SeaBridge Investment Advisors LLC
INCREASED162,565159,641+2,924+2%$8.4M$8.3M-$38.6K2026-11-02
Kelsey Financial, LLC
DECREASED158,260180,138-21,878-12%$9.4M$8.1M-$1.3M2026-10-28
Larson Financial Group LLC
DECREASED151,668155,301-3,633-2%$8.1M$7.8M-$369.4K2026-11-05
Woodmont Investment Counsel LLC
DECREASED149,998150,113-1150%$7.9M$7.7M-$183.0K2026-10-29
Oppenheimer & Co Inc
DECREASED147,628151,346-3,718-2%$7.9M$7.6M-$369.1K2026-10-26
Mendota Financial Group, LLC
INCREASED147,531146,166+1,365+1%$7.7M$7.6M-$102.5K2026-10-07
Mirae Asset Global Investments Co., Ltd.
INCREASED147,000123,000+24,000+20%$6.4M$7.5M+$1.1M2026-11-03
Compound Planning, Inc.
DECREASED146,509160,754-14,245-9%$8.4M$7.5M-$919.4K2026-11-05
Heck Capital Advisors, LLC
DECREASED145,918186,679-40,761-22%$9.8M$7.5M-$2.3M2026-10-14
Dynamic Advisor Solutions LLC
DECREASED144,121152,140-8,019-5%$8.0M$7.4M-$590.4K2026-10-13
Shore Point Advisors, LLC
INCREASED143,054134,168+8,886+7%$6.4M$6.7M+$336.1K2026-10-14
Retirement Planning Group, LLC
INCREASED142,249142,025+224+0%$7.4M$7.3M-$156.2K2026-10-19
Procyon Advisors, LLC
DECREASED135,139164,980-29,841-18%$8.6M$6.9M-$1.7M2026-10-21
Crestwood Advisors Group, LLC
DECREASED134,778158,147-23,369-15%$8.3M$6.9M-$1.4M2026-10-27
Capital Investment Counsel, LLC
INCREASED134,722134,449+273+0%$7.0M$6.9M-$144.7K2026-10-14
Resonant Capital Advisors, LLC
INCREASED132,75087,816+44,934+51%$4.6M$6.8M+$2.2M2026-10-15
Vise Technologies, Inc.
INCREASED132,18866,029+66,159+100%$3.5M$6.8M+$3.3M2026-10-29
Diversify Wealth Management, LLC
INCREASED129,21869,821+59,397+85%$3.6M$6.6M+$3.0M2026-10-20
Diversify Advisory Services, LLC
INCREASED129,21869,821+59,397+85%$3.6M$6.6M+$3.0M2026-10-20
PW Nova Financial Services LLC
INCREASED128,38951,549+76,840+149%$2.7M$6.6M+$3.9M2026-10-15
Oppenheimer Asset Management Inc.
INCREASED126,144125,837+307+0%$6.6M$6.5M-$132.8K2026-10-27
Eubel Brady & Suttman Asset Management Inc
INCREASED125,301123,703+1,598+1%$6.5M$6.4M-$64.0K2026-11-04
NTV Asset Management LLC
INCREASED121,57695,334+26,242+28%$5.0M$6.2M+$1.2M2026-10-23
Agate Pass Investment Management, LLC
INCREASED120,888106,227+14,661+14%$5.6M$6.2M+$625.7K2026-10-20
Naples Global Advisors, LLC
INCREASED115,61498,639+16,975+17%$5.2M$5.9M+$753.2K2026-11-05
Capital Investment Services of America, Inc.
DECREASED113,677119,822-6,145-5%$6.3M$5.8M-$456.2K2026-11-02
Prairie Advisory, LLC
INCREASED113,06451,056+62,008+121%$2.7M$5.8M+$3.1M2026-10-19
Pinkerton Wealth, LLC
INCREASED111,392108,988+2,404+2%$5.7M$5.7M-$21.8K2026-10-29
True Freedom Investing, LLC
INCREASED110,548107,643+2,905+3%$5.7M$5.7M+$5.6K2026-10-29
Outlook Wealth Advisors, LLC
INCREASED110,441107,144+3,297+3%$5.6M$5.7M+$42.5K2026-10-28
Union Bancaire Privee, UBP SA
DECREASED110,365112,148-1,783-2%$5.8M$5.6M-$226.4K2026-11-04
Axxcess Wealth Management, LLC
DECREASED108,569135,742-27,173-20%$7.1M$5.6M-$1.6M2026-10-21
Apella Capital, LLC
INCREASED108,17587,657+20,518+23%$4.6M$5.5M+$967.7K2026-10-08
Maia Wealth LLC
INCREASED105,40978,742+26,667+34%$4.1M$5.4M+$1.3M2026-10-19
KMG Fiduciary Partners, LLC
DECREASED105,327111,556-6,229-6%$5.8M$5.4M-$450.8K2026-10-14
Diversified Portfolios, Inc.
UNCHANGED102,614102,61400%$5.4M$5.3M-$121.1K2026-11-04
Meridian Wealth Management, LLC
DECREASED102,558103,747-1,189-1%$5.4M$5.3M-$183.3K2026-11-05
Parsons Capital Management Inc
INCREASED101,30099,376+1,924+2%$5.2M$5.2M-$18.7K2026-10-28
Aventus Investment Advisors, Inc.
INCREASED100,91199,895+1,016+1%$5.2M$5.2M-$65.8K2026-10-09
Bigelow Investment Advisors, LLC
INCREASED100,31397,430+2,883+3%$5.1M$5.1M+$32.7K2026-10-13
Pines Wealth Management, LLC
INCREASED99,14497,405+1,739+2%$5.1M$5.1M-$25.8K2026-10-21
Crescent Grove Advisors, LLC
INCREASED98,88298,866+16+0%$5.2M$5.1M-$115.9K2026-10-21
L. Roy Papp & Associates, LLP
DECREASED97,128111,774-14,646-13%$5.9M$5.0M-$882.2K2026-10-21
Mesirow Financial Investment Management, Inc.
INCREASED94,98376,896+18,087+24%$4.0M$4.9M+$835.9K2026-11-05
YHB Investment Advisors, Inc.
INCREASED93,68964,272+29,417+46%$3.4M$4.8M+$1.4M2026-10-08
Gradient Capital Advisors, LLC
INCREASED93,43887,994+5,444+6%$4.6M$4.8M+$175.1K2026-10-21
J.W. Cole Advisors, Inc.
INCREASED93,14483,365+9,779+12%$4.4M$4.8M+$402.6K2026-11-05
Autumn Glory Partners, LLC
INCREASED93,12669,120+24,006+35%$3.6M$4.8M+$1.1M2026-10-26
Flagship Harbor Advisors, LLC
INCREASED90,30685,657+4,649+5%$4.5M$4.6M+$137.1K2026-10-26
Martin Capital Partners, LLC
INCREASED90,19188,807+1,384+2%$4.7M$4.6M-$33.9K2026-10-07
Wealth Forward, LLC
DECREASED88,688208,621-119,933-57%$10.9M$4.5M-$6.4M2026-10-14
CWA Asset Management Group, LLC
DECREASED88,13090,724-2,594-3%$4.8M$4.5M-$239.9K2026-10-19
Fire Capital Management LLC
DECREASED86,31289,854-3,542-4%$4.7M$4.4M-$287.5K2026-10-27
Bull Street Advisors, LLC
INCREASED84,35984,055+304+0%$4.4M$4.3K-$4.4M2026-10-20
Boltwood Capital Management
INCREASED82,88281,305+1,577+2%$4.3M$4.2M-$15.2K2026-10-02
Eley Financial Management, Inc
INCREASED82,86579,472+3,393+4%$4.2M$4.2M+$80.0K2026-11-03
Catalyst Capital Advisors LLC
UNCHANGED82,76482,76400%$4.3M$4.2M-$97.7K2026-11-02
Welch & Forbes LLC
DECREASED81,25482,588-1,334-2%$4.3M$4.2M-$165.8K2026-11-04
Compass Planning Associates Inc
NEW80,666—+80,666——$4.1M—2026-10-13
Sowell Financial Services LLC
INCREASED80,43354,994+25,439+46%$2.9M$4.1M+$1.2M2026-10-23
Chesley Taft & Associates LLC
DECREASED80,23880,593-3550%$4.2M$4.1M-$113.3K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED80,11857,971+22,147+38%$3.0M$4.1M+$1.1M2026-10-16
DMC Group, LLC
INCREASED79,34477,296+2,048+3%$4.1M$4.1M+$13.7K2026-10-26
Juncture Wealth Strategies, LLC
DECREASED77,56077,852-2920%$4.1M$4.0M-$106.8K2026-10-06
CoreCap Advisors, LLC
INCREASED77,45362,256+15,197+24%$3.3M$4.0M+$705.1K2026-10-08
1620 Investment Advisors, Inc.
INCREASED77,26972,427+4,842+7%$3.8M$4.0M+$162.5K2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED77,22271,471+5,751+8%$3.7M$4.0M+$210.3K2026-10-07
Galvin, Gaustad & Stein, LLC
DECREASED75,64785,561-9,914-12%$4.5M$3.9M-$608.8K2026-10-08
Hourglass Capital, LLC
INCREASED75,30071,200+4,100+6%$3.7M$3.9M+$126.0K2026-10-26
Novem Group
INCREASED75,08368,581+6,502+9%$3.6M$3.8M+$252.2K2026-10-19
Princeton Global Asset Management LLC
INCREASED74,59869,799+4,799+7%$3.7M$3.8M+$163.5K2026-10-21
OAK Family Advisors, LLC
INCREASED74,50961,563+12,946+21%$3.2M$3.8M+$590.6K2026-10-19
Apollon Wealth Management, LLC
DECREASED74,11575,708-1,593-2%$4.0M$3.8M-$171.0K2026-10-23
Grey Ledge Advisors, LLC
DECREASED72,761105,245-32,484-31%$5.5M$3.7M-$1.8M2026-11-02
Ascent Group, LLC
DECREASED70,88470,900-160%$3.7M$3.6M-$84.5K2026-10-30
IVC Wealth Advisors LLC
INCREASED70,28768,030+2,257+3%$3.6M$3.6M+$35.3K2026-10-23
MGO One Seven LLC
INCREASED69,98554,579+15,406+28%$2.9M$3.6M+$724.9K2026-10-28
Eagle Global Advisors LLC
INCREASED68,56565,165+3,400+5%$3.4M$3.5M+$97.3K2026-11-02
Prospera Financial Services Inc
INCREASED66,62044,711+21,909+49%$2.3M$3.4M+$1.1M2026-11-04
Ifrah Financial Services, Inc.
INCREASED66,13565,788+347+1%$3.4M$3.4M-$59.9K2026-10-13
David Kennon Inc
INCREASED65,28564,760+525+1%$3.4M$3.3M-$49.5K2026-10-13
Steinberganna Wealth Management
DECREASED65,17965,957-778-1%$3.5M$3.3M-$117.7K2026-10-23
Howard Financial Services, Ltd.
INCREASED64,74341,811+22,932+55%$2.2M$3.3M+$1.1M2026-10-15
LaFleur & Godfrey LLC
DECREASED64,58067,790-3,210-5%$3.6M$3.3M-$244.4K2026-10-27
Integrated Advisors Network LLC
INCREASED64,38740,868+23,519+58%$2.1M$3.3M+$1.2M2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED63,17262,501+671+1%$3.3M$3.2M-$39.4K2026-10-08
Kestra Private Wealth Services, LLC
INCREASED62,59561,367+1,228+2%$3.2M$3.2M-$9.5K2026-10-30
LightSquare Wealth Management, LLC
INCREASED61,72448,522+13,202+27%$2.5M$3.2M+$619.1K2026-11-03
Claro Advisors Inc.
INCREASED61,43352,261+9,172+18%$2.7M$3.1M+$408.2K2026-11-02
Israel Discount Bank of New York
INCREASED60,45837,504+22,954+61%$2.0M$3.1M+$1.1M2026-10-14
Citigroup Inc
INCREASED59,42356,995+2,428+4%$3.0M$3.0M+$57.1K2026-11-04
SevenBridge Financial Group, LLC
DECREASED59,28563,333-4,048-6%$3.3M$3.0M-$259.1K2026-10-26
Maseco LLP
INCREASED58,69556,275+2,420+4%$2.9M$3.0M+$58.2K2026-10-27
Curbstone Financial Management Corp
INCREASED57,29055,540+1,750+3%$2.9M$2.9M+$24.1K2026-10-21
Robertson Stephens Wealth Management, LLC
DECREASED57,13857,542-404-1%$3.0M$2.9M-$88.6K2026-10-16
BG Investment Services, LLC
INCREASED56,72156,061+660+1%$2.9M$2.9M-$32.3K2026-10-23
Balboa Wealth Partners
NEW56,661—+56,661——$2.9M—2026-10-20
Capital Investment Advisors, LLC
INCREASED56,37017,662+38,708+219%$925.7K$2.9M+$2.0M2026-10-22
E&G Advisors, LLC
INCREASED54,22554,075+150+0%$2.8M$2.8M-$56.1K2026-10-13
Duncker Streett & Co Inc
INCREASED53,94648,933+5,013+10%$2.6M$2.8M+$199.1K2026-10-27
AMG National Trust Bank
INCREASED53,58249,239+4,343+9%$2.6M$2.7M+$164.4K2026-11-05
TD Waterhouse Canada Inc.
INCREASED53,41351,871+1,542+3%$2.7M$2.7M+$23.9K2026-10-16
Buska Wealth Management, LLC
DECREASED52,76762,881-10,114-16%$3.3M$2.7M-$592.4K2026-10-08
Founders Grove Wealth Partners, LLC
DECREASED52,08779,362-27,275-34%$4.2M$2.7M-$1.5M2026-10-16
Aries Wealth Management
INCREASED49,36949,269+100+0%$2.6M$2.5M-$53.0K2026-10-23
Dodds Wealth, LLC
INCREASED47,7608,099+39,661+490%$424.5K$2.4M+$2.0M2026-11-02
Farther Finance Advisors, LLC
INCREASED47,40240,807+6,595+16%$2.1M$2.4M+$289.6K2026-10-08
Unified Investment Management
INCREASED46,84146,042+799+2%$2.4M$2.4M-$13.4K2026-10-14
Moneywise, Inc.
INCREASED46,81745,392+1,425+3%$2.4M$2.4M+$19.4K2026-10-30
Godsey & Gibb, Inc
INCREASED46,58942,014+4,575+11%$2.2M$2.4M+$184.8K2026-10-14
Wealthcare Advisory Partners LLC
INCREASED46,57835,004+11,574+33%$1.8M$2.4M+$551.6K2026-10-21
United Financial Planning Group LLC
INCREASED45,97544,979+996+2%$2.4M$2.4M-$3.9K2026-11-04
Sweeney & Michel, LLC
INCREASED45,74842,712+3,036+7%$2.2M$2.3M+$117.1K2026-10-16
Kingswood Wealth Advisors, LLC
INCREASED45,38023,765+21,615+91%$1.2M$2.3M+$1.1M2026-10-23
Bailard, Inc.
DECREASED43,12659,514-16,388-28%$3.1M$2.2M-$909.8K2026-10-13
Nordwand Advisors, LLC
INCREASED43,02542,155+870+2%$2.2M$2.2M-$5.2K2026-11-05
Bulwark Capital Corp
INCREASED42,42326,567+15,856+60%$1.4M$2.2M+$781.0K2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED42,10740,396+1,711+4%$2.1M$2.2M+$40.0K2026-10-13
AlphaCore Capital LLC
DECREASED41,65846,785-5,127-11%$2.5M$2.1M-$317.9K2026-11-04
Sapient Capital LLC
UNCHANGED41,63041,63000%$2.2M$2.1M-$49.1K2026-10-08
Blue Trust, Inc.
INCREASED41,0520+41,052—$24$2.1M+$2.1M2026-10-15
Tuttle Capital Management, LLC
INCREASED40,81017,710+23,100+130%$928.2K$2.1M+$1.2M2026-10-21
D.A. Davidson & Co.
INCREASED40,69735,776+4,921+14%$1.9M$2.1M+$209.9K2026-10-28
Saxony Capital Management, LLC
NEW40,185—+40,185——$2.1M—2026-10-15
Shuttleworth & Co
INCREASED39,95738,381+1,576+4%$2.0M$2.0M+$35.4K2026-10-30
RW Investment Management LLC
NEW39,627—+39,627——$2.0M—2026-11-03
AmeriServ Wealth Advisors
DECREASED39,61360,999-21,386-35%$3.2M$2.0M-$1.2M2026-10-21
Courier Capital LLC
INCREASED39,58830,073+9,515+32%$1.6M$2.0M+$452.0K2026-10-19
Rose Capital Advisors LLC
INCREASED38,96435,045+3,919+11%$1.8M$2.0M+$159.4K2026-11-04
Cooksen Wealth, LLC
INCREASED37,49536,443+1,052+3%$1.9M$1.9M+$10.9K2026-10-13
RHS Financial, LLC
DECREASED36,91637,059-1430%$1.9M$1.9M-$51.0K2026-10-13
Analyst IMS Investment Management Services Ltd.
INCREASED36,49532,465+4,030+12%$1.7M$1.9M+$169.0K2026-11-05
Steele Capital Management, Inc.
DECREASED36,31036,654-344-1%$1.9M$1.9M-$60.9K2026-11-02
Sheets Smith Wealth Management
INCREASED36,28232,042+4,240+13%$1.7M$1.9M+$179.4K2026-10-16
Solstein Capital, LLC
UNCHANGED36,03536,03500%$1.9M$1.8M-$42.5K2026-11-02
Tilia Fiduciary Partners, Inc.
DECREASED35,97937,892-1,913-5%$2.0M$1.8M-$142.7K2026-10-09
CIBC Asset Management Inc
INCREASED35,16520,772+14,393+69%$1.1M$1.8M+$712.8K2026-11-05
Buckhead Capital Management LLC
INCREASED34,92734,185+742+2%$1.8M$1.8M-$2.3K2026-11-03
MidAtlantic Capital Management, Inc.
DECREASED34,79134,920-1290%$1.8M$1.8M-$47.9K2026-11-05
Schmidt P J Investment Management Inc
INCREASED33,23632,273+963+3%$1.7M$1.7M+$11.3K2026-11-02
Plancorp, LLC
INCREASED33,15025,550+7,600+30%$1.3M$1.7M+$382.6K2026-11-03
MassMutual Private Wealth & Trust, FSB
INCREASED31,95921,356+10,603+50%$1.1M$1.6M+$518.0K2026-10-05
A. D. Beadell Investment Counsel, Inc.
INCREASED31,45030,975+475+2%$1.6K$1.6K-$122026-10-14
Ridgewood Investments LLC
DECREASED31,39436,055-4,661-13%$1.9M$1.6M-$281.4K2026-10-05
Perigon Wealth Management, LLC
INCREASED31,05516,458+14,597+89%$862.6K$1.6M+$728.4K2026-10-22
Y.D. More Investments Ltd
INCREASED30,59626,346+4,250+16%$1.4M$1.6M+$186.6K2026-11-02
Sage Advisory Services, Ltd.Co.
DECREASED30,27430,916-642-2%$1.6M$1.6M-$69.0K2026-10-29
Peoples Bank
INCREASED30,08427,168+2,916+11%$1.4M$1.5M+$117.3K2026-10-26
Madson Wealth Advisors Inc
INCREASED29,97423,768+6,206+26%$1.2M$1.5M+$289.9K2026-10-13
United Community Bank
DECREASED29,86630,808-942-3%$1.6M$1.5M-$84.6K2026-10-28
JGP Wealth Management, LLC
INCREASED29,56425,895+3,669+14%$1.4M$1.5M+$157.4K2026-10-13
Johnson Bixby & Associates, LLC
DECREASED29,35330,167-814-3%$1.6M$1.5M-$77.3K2026-10-14
AdvisorNet Financial, Inc
INCREASED29,3131,465+27,848+1901%$76.8K$1.5M+$1.4M2026-10-15
Pinnacle Associates LTD
INCREASED28,96028,610+350+1%$1.5M$1.5M-$15.8K2026-10-20
Compass Ion Advisors, LLC
INCREASED28,85728,782+75+0%$1.5M$1.5M-$30.1K2026-10-23
Leo Wealth, LLC
NEW28,509—+28,509——$1.5M—2026-10-26
Nvwm, LLC
INCREASED28,33326,540+1,793+7%$1.4M$1.5M+$60.5K2026-10-14
Brookstone Capital Management
DECREASED28,24631,613-3,367-11%$1.7M$1.4M-$209.8K2026-10-22
SAX Wealth Advisors, LLC
INCREASED28,16623,603+4,563+19%$1.2M$1.4M+$202.4K2026-10-13
Washington Capital Management, Inc
DECREASED27,21859,418-32,200-54%$3.1M$1.4M-$1.7M2026-10-19
White Lighthouse Investment Management Inc.
INCREASED27,08517,825+9,260+52%$934.2K$1.4M+$453.4K2026-10-21
Pacific Park Financial, Inc.
INCREASED26,59214,319+12,273+86%$750.5K$1.4M+$611.8K2026-10-13
American National Bank of Texas
INCREASED26,38725,678+709+3%$1.3M$1.4M+$6.0K2026-10-07
Aprio Wealth Management, LLC
DECREASED26,31328,955-2,642-9%$1.5M$1.3M-$169.5K2026-10-28
Woodside Wealth Management LLC
INCREASED25,64425,364+280+1%$1.3M$1.3M-$15.6K2026-10-16
Focus Financial Network, Inc.
DECREASED24,83825,609-771-3%$1.3M$1.3M-$69.7K2026-10-14
Apex Wealth Management, LLC
INCREASED23,78823,516+272+1%$1.2M$1.2M-$13.8K2026-10-20
Forte Asset Management LLC
DECREASED23,67523,942-267-1%$1.3M$1.2M-$41.9K2026-10-13
Guidance Point Advisors, LLC
DECREASED23,34823,841-493-2%$1.3M$1.2M-$53.3K2026-10-15
Hunter Associates Investment Management LLC
DECREASED23,20428,404-5,200-18%$1.5M$1.2K-$1.5M2026-10-26
First International Bank of Israel Ltd.
INCREASED22,89420,951+1,943+9%$1.1M$1.2M+$74.8K2026-11-04
Advisor OS, LLC
DECREASED22,80522,846-410%$1.2M$1.2M-$29.1K2026-11-03
GC Wealth Management RIA, LLC
INCREASED22,22522,177+48+0%$1.2M$1.1M-$23.7K2026-11-02
Higgins & Schmidt Wealth Strategies LLC
NEW22,148—+22,148——$1.1M—2026-10-26
Calamos Wealth Management LLC
INCREASED22,06418,051+4,013+22%$946.1K$1.1M+$184.3K2026-11-02
Marathon Strategic Advisors, LLC
INCREASED21,4918,039+13,452+167%$421.3K$1.1M+$679.7K2026-10-20
Burke & Herbert Bank & Trust Co
INCREASED21,15520,380+775+4%$1.1M$1.1M+$15.7K2026-11-02
Titleist Asset Management, LLC
DECREASED21,15223,786-2,634-11%$1.2M$1.1M-$163.0K2026-10-08
Atria Investments, Inc
INCREASED20,85918,442+2,417+13%$966.6K$1.1M+$102.1K2026-10-15
Flagstar Securities, Inc
DECREASED20,85921,718-859-4%$1.1M$1.1M-$69.7K2026-10-15
Sima Wealth Partners, LLC
INCREASED20,61719,854+763+4%$1.0M$1.1M+$15.7K2026-10-19
American Institute for Advanced Investment Management, LLP
INCREASED20,61220,362+250+1%$1.1M$1.1M-$11.2K2026-11-03
Highline Wealth Partners LLC
INCREASED20,4391,005+19,434+1934%$52.7K$1.0M+$994.4K2026-10-19
SWP Financial LLC
INCREASED20,40220,050+352+2%$1.1M$1.0M-$5.6K2026-10-23
Spire Wealth Management
DECREASED20,29320,838-545-3%$1.1M$1.0M-$52.5K2026-10-30
Weaver Consulting Group
DECREASED20,21821,981-1,763-8%$1.2M$1.0M-$116.3K2026-10-07
Midwest Trust Co
INCREASED19,97719,492+485+2%$1.0M$1.0M+$1.8K2026-10-22
Balefire, LLC
INCREASED19,95714,895+5,062+34%$780.6K$1.0M+$241.8K2026-10-09
Lido Advisors, LLC
DECREASED19,72424,595-4,871-20%$1.3M$1.0M-$278.6K2026-11-04
Powerhouse Assets LLC
INCREASED19,67519,629+46+0%$1.0M$1.0M-$20.8K2026-10-19
Bear Mountain Capital, Inc.
DECREASED19,49519,752-257-1%$1.0M$1.0M-$27.6K2026-11-04
Exchange Bank
UNCHANGED19,27419,27400%$1.0M$987.4K-$22.7K2026-10-07
Independent Financial Group, LLC
DECREASED18,88521,136-2,251-11%$1.1M$967.5K-$140.2K2026-10-13
Cypress Capital Group
INCREASED18,49513,805+4,690+34%$723.5K$947.5K+$224.0K2026-11-03
Florida Trust Wealth Management Co
INCREASED18,3799,445+8,934+95%$495.0K$941.6K+$446.5K2026-11-05
Signaturefd, LLC
NEW18,310—+18,310——$938.0K—2026-10-23
Koshinski Asset Management, Inc.
DECREASED18,19718,213-160%$954.5K$932.2K-$22.3K2026-10-29
Triad Wealth Partners, LLC
DECREASED17,74625,182-7,436-30%$1.3M$909.1K-$400.3K2026-10-26
Sanchez Gaunt Capital Management, LLC
INCREASED17,6494,990+12,659+254%$261.5K$904.2K+$642.6K2026-11-03
Schuylkill Financial LLC
INCREASED17,60917,501+108+1%$917.2K$902.1K-$15.1K2026-10-21
IFS Advisors, LLC
NEW17,590—+17,590——$901.1K—2026-10-14
Strategy Asset Managers LLC
INCREASED17,58517,554+31+0%$920.0K$900.9K-$19.1K2026-10-14
Independent Solutions Wealth Management, LLC
INCREASED17,45417,354+100+1%$909.5K$894.2K-$15.4K2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED17,43817,43800%$913.9K$893.3K-$20.6K2026-10-23
Unify Financial Advisors
INCREASED17,26416,636+628+4%$871.9K$884.4K+$12.5K2026-11-03
Basso Capital Management, L.P.
DECREASED17,08724,375-7,288-30%$1.3M$875.4K-$402.1K2026-10-30
Fjell Capital, LLC
NEW17,056—+17,056——$873.8K—2026-10-13
Factor Wealth Management LTD
DECREASED17,00926,375-9,366-36%$1.4M$871.4K-$510.9K2026-10-08
Equita Financial Network, Inc.
INCREASED16,91316,911+2+0%$886.3K$866.5K-$19.8K2026-10-19
Stonekeep Investments, LLC
UNCHANGED16,85316,85300%$883$863.4K+$862.5K2026-10-15
Evergreen Capital Management LLC
DECREASED16,83918,071-1,232-7%$947.1K$862.7K-$84.4K2026-10-23
Brucke Financial, Inc.
INCREASED16,73710,914+5,823+53%$572.0K$857.4K+$285.4K2026-10-23
McAdam, LLC
INCREASED16,6168,585+8,031+94%$449.9K$851.3K+$401.3K2026-10-21
Kuhn & Co Investment Counsel
NEW16,600—+16,600——$850.4K—2026-10-29
Fiduciary Alliance LLC
DECREASED16,11517,279-1,164-7%$905.6K$825.6K-$80.0K2026-10-13
B. Riley Wealth Advisors, Inc.
NEW15,789—+15,789——$808.9K—2026-10-13
Great Diamond Partners, LLC
DECREASED15,71215,890-178-1%$832.8K$804.9K-$27.9K2026-10-13
Kanawha Capital Management LLC
DECREASED15,54715,647-100-1%$820.1K$796.5K-$23.6K2026-10-19
Strategic Advocates LLC
INCREASED15,54513,895+1,650+12%$728.2K$796.4K+$68.2K2026-11-03
SkyOak Wealth, LLC
DECREASED15,39616,033-637-4%$840.3K$788.7K-$51.5K2026-10-28
RFG Advisory, LLC
INCREASED15,31314,598+715+5%$765.1K$784.5K+$19.4K2026-11-03
Waters Parkerson & Co., LLC
DECREASED15,14515,195-500%$796.4K$775.9K-$20.5K2026-11-04
Heritage Investors Management Corp
INCREASED14,80310,723+4,080+38%$562.0K$758-$561.2K2026-10-29
Park Avenue Securities LLC
DECREASED14,80220,236-5,434-27%$1.1M$758-$1.1M2026-10-26
Pekin Hardy Strauss, Inc.
DECREASED14,49015,290-800-5%$801.3K$742.3K-$59.0K2026-11-02
Laurel Wealth Advisors LLC
INCREASED14,21212,837+1,375+11%$672.8K$728.1K+$55.3K2026-10-27
Lazari Capital Management, Inc.
INCREASED14,13713,282+855+6%$696.1K$724.2K+$28.1K2026-10-20
Sunburst Financial Group, LLC
UNCHANGED14,05714,05700%$736.7K$720.1K-$16.6K2026-10-09
Beaumont Financial Advisors, LLC
DECREASED14,02014,347-327-2%$751.9K$718.2K-$33.7K2026-10-22
Fonville Wealth Management LLC
INCREASED13,89813,895+3+0%$728.3K$712.0K-$16.3K2026-10-28
Sage Financial Group Inc
INCREASED13,79113,679+112+1%$716.9K$706.5K-$10.4K2026-10-27
Lynx Capital Group LTD
DECREASED13,68313,716-330%$718.9K$701.0K-$17.9K2026-11-04
Verus Wealth Management, LLC
INCREASED13,5904,624+8,966+194%$242.3K$696.2K+$453.9K2026-10-13
Fort Washington Investment Advisors Inc
DECREASED13,56014,846-1,286-9%$778.1K$694.7K-$83.4K2026-10-15
Good Harbor Advisors, Inc.
INCREASED13,53813,363+175+1%$700.4K$693.6K-$6.8K2026-10-20
Helium Advisors LLC
NEW13,375—+13,375——$685.2K—2026-10-23
Avant Financial Advisors LLC
INCREASED13,02112,959+62+0%$679.2K$667.1K-$12.1K2026-11-02
McKinley Carter Wealth Services, Inc.
DECREASED12,96114,905-1,944-13%$781.2K$664.0K-$117.2K2026-10-16
Wynn Capital, LLC
UNCHANGED12,90012,90000%$676.1K$660.9K-$15.2K2026-10-13
XY Planning Network, Inc.
NEW12,766—+12,766——$654.0K—2026-10-14
ARK & TLK Investments, LLC
UNCHANGED12,68512,68500%$664.8K$649.8K-$15.0K2026-10-20
Cardinal Capital Management
DECREASED12,67613,826-1,150-8%$724.6K$649.4K-$75.2K2026-10-21
Union Savings Bank
DECREASED12,56616,673-4,107-25%$873.7K$643.6K-$230.0K2026-10-14
Curtis Advisory Group, LLC
INCREASED12,56012,415+145+1%$650.7K$643.4K-$7.2K2026-10-28
Meitav Investment House LTD
DECREASED12,34514,230-1,885-13%$745.8K$632.4K-$113.4K2026-10-28
Eastern Bank
UNCHANGED12,06812,06800%$632.5K$618.2K-$14.2K2026-10-05
EverSource Wealth Advisors, LLC
DECREASED12,01412,502-488-4%$655.2K$615.5K-$39.7K2026-11-04
Sagespring Wealth Partners, LLC
INCREASED11,8809,955+1,925+19%$521.8K$608.6K+$86.9K2026-10-22
Strategic Blueprint, LLC
INCREASED11,82611,551+275+2%$605.4K$605.8K+$4202026-10-22
Verdence Capital Advisors LLC
DECREASED11,74411,856-112-1%$621.4K$601.6K-$19.7K2026-10-26
First United Bank & Trust
INCREASED11,59210,320+1,272+12%$540.9K$593.9K+$53.0K2026-10-22
Enclave Advisors LLC
DECREASED11,46215,250-3,788-25%$799.3K$587.2K-$212.1K2026-10-14
GreatBanc Trust Co
DECREASED11,34211,802-460-4%$618.5K$581.1K-$37.5K2026-11-04
Wingate Wealth Advisors, Inc.
INCREASED11,28211,154+128+1%$584.6K$578.0K-$6.6K2026-10-26
Beacon Financial Group
DECREASED11,26111,581-320-3%$607.0K$576.9K-$30.1K2026-10-19
Winebrenner Capital Management LLC
DECREASED11,11111,499-388-3%$602.6K$569.2K-$33.4K2026-10-07
Perryman Financial Advisory Inc
DECREASED11,06311,474-411-4%$601.3K$566.8K-$34.6K2026-10-16
First Bank & Trust
INCREASED10,9947,849+3,145+40%$411.4K$563.2K+$151.9K2026-10-19
Grove Bank & Trust
INCREASED10,9145,137+5,777+112%$269.2K$559.1K+$289.9K2026-10-08
Rossby Financial, LCC
INCREASED10,8011,182+9,619+814%$61.9K$553.4K+$491.4K2026-11-05
HB Wealth Management, LLC
INCREASED10,6739,623+1,050+11%$504.3K$546.8K+$42.4K2026-10-23
Value Investment Professionals, LLC
INCREASED10,66310,540+123+1%$552.4K$546.2K-$6.2K2026-10-13
Brighton Jones LLC
INCREASED10,65010,562+88+1%$553.5K$545.6K-$7.9K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED10,6367,625+3,011+39%$399.7K$544.9K+$145.2K2026-10-13
Councilor Wealth, LLC
DECREASED10,10610,841-735-7%$568.2K$517.8K-$50.4K2026-10-09
Forteris Wealth Management Inc.
INCREASED10,07210,040+32+0%$526.2K$516.0K-$10.2K2026-10-13
HUB Investment Partners, LLC
INCREASED10,0627,684+2,378+31%$402.7K$515.5K+$112.8K2026-11-03
Compagnie Lombard Odier SCmA
DECREASED10,03713,466-3,429-25%$705.8K$514.2K-$191.6K2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
INCREASED9,8455,280+4,565+86%$276.7K$504.4K+$227.6K2026-10-29
1900 Wealth Management LLC
NEW9,819—+9,819——$503.0K—2026-10-13
Glenview Trust Co
DECREASED9,7839,969-186-2%$522.5K$501.2K-$21.3K2026-10-28
MFA Wealth Advisors, LLC
DECREASED9,76610,730-964-9%$562.4K$500.3K-$62.0K2026-10-07
Lanark Financial, Inc.
INCREASED9,7659,614+151+2%$503.9K$500.3K-$3.6K2026-10-26
WBH Advisory Inc
INCREASED9,6897,930+1,759+22%$415.6K$496.4K+$80.8K2026-11-05
Laurel OAK Wealth Management, LLC
UNCHANGED9,6709,67000%$506.8K$495.4K-$11.4K2026-10-19
Seed Wealth Management, Inc.
INCREASED9,5906,745+2,845+42%$353.5K$491.3K+$137.8K2026-10-20
Eagle Harbor Asset Management Inc
NEW9,528—+9,528——$488.1K—2026-10-21
Wedbush Securities Inc
INCREASED9,4979,324+173+2%$489.0K$487-$488.5K2026-10-22
Wealth Advisory Solutions, LLC
DECREASED9,4869,638-152-2%$505.1K$486.0K-$19.2K2026-10-20
FF Advisors,LLC
INCREASED9,4384,257+5,181+122%$223.1K$483.5K+$260.4K2026-10-21
Cyndeo Wealth Partners, LLC
UNCHANGED9,3249,32400%$488.7K$477.7K-$11.0K2026-10-16
Asset Allocation & Management Company, LLC
UNCHANGED9,1399,13900%$479$468-$112026-10-13
CGN Advisors LLC
UNCHANGED9,1009,10000%$476.9K$466.2K-$10.7K2026-10-21
Elm3 Financial Group, LLC
NEW9,035—+9,035——$462.9K—2026-10-07
Bryn Mawr Trust Advisors, LLC
DECREASED9,01710,344-1,327-13%$542.2K$461.9K-$80.2K2026-11-04
Cullen T Bankers, Inc.
DECREASED9,0009,661-661-7%$506.3K$461.1K-$45.3K2026-10-28
PKS Advisory Services, LLC
UNCHANGED8,9388,93800%$468.4K$468.4K$02026-10-26
Golden State Wealth Management, LLC
INCREASED8,8128,809+3+0%$461.7K$451.4K-$10.3K2026-11-02
Acorn Wealth Advisors, LLC
DECREASED8,6568,860-204-2%$464.4K$443.4K-$21.0K2026-10-19
BankPlus Wealth Management LLC
DECREASED8,5368,959-423-5%$469.5K$437.3K-$32.2K2026-10-13
Successful Portfolios LLC
DECREASED8,4668,468-20%$441.4K$432.8K-$8.7K2026-10-09
Roger Wittlin Investment Advisory, LLC
INCREASED8,4318,334+97+1%$436.8K$431.9K-$4.9K2026-10-19
WealthBridge Capital Management, LLC
UNCHANGED8,4028,40200%$440.3K$430.4K-$9.9K2026-10-16
Citizens Financial Group Inc
NEW8,332—+8,332——$426.9K—2026-10-23
Rockwood Wealth Management, LLC
DECREASED8,32916,617-8,288-50%$870.9K$426.7K-$444.2K2026-10-27
Capital Advisors Wealth Management, LLC
INCREASED8,3267,496+830+11%$392.9K$426.6K+$33.7K2026-10-09
4J Wealth Management LLC
INCREASED8,2694,949+3,320+67%$259.4K$423.6K+$164.2K2026-11-02
Legacy Bridge, LLC
DECREASED8,2478,317-70-1%$435.9K$422.5K-$13.4K2026-10-28
Wesbanco Bank Inc
DECREASED8,20116,371-8,170-50%$858.0K$420.1K-$437.9K2026-11-04
Lewis Asset Management, LLC
DECREASED8,19211,151-2,959-27%$584.4K$419.7K-$164.7K2026-10-14
First Community Trust NA
UNCHANGED8,1148,11400%$425.3K$415.7K-$9.6K2026-10-07
Elyxium Wealth, LLC
UNCHANGED7,9147,91400%$414.8K$405.4K-$9.3K2026-10-27
Tcfg Investment Advisors, LLC
UNCHANGED7,8677,86700%$412.3K$403.0K-$9.3K2026-10-20
Financial Solutions Advisory Group, Inc.
DECREASED7,7708,147-377-5%$425.0K$399.4K-$25.7K2026-10-28
Matthew Goff Investment Advisor, LLC
NEW7,647—+7,647——$391.8K—2026-10-13
Pacific Excel Wealth Advisors, Inc.
NEW7,601—+7,601——$389.4K—2026-10-27
Evolution Wealth Management Inc.
DECREASED7,5287,578-50-1%$397.2K$385.7K-$11.5K2026-10-28
Truefg, LLC
INCREASED7,3767,267+109+2%$380.8K$377.9K-$3.0K2026-10-15
GEN Financial Management, Inc.
NEW7,363—+7,363——$377.2K—2026-10-13
Clear Creek Financial Management, LLC
INCREASED7,3616,871+490+7%$360.1K$377.1K+$17.0K2026-10-28
Aegis Wealth Management, Inc.
DECREASED7,2547,881-627-8%$413.0K$371.6K-$41.4K2026-10-26
Cherry Tree Wealth Management, LLC
DECREASED7,1878,923-1,736-19%$467.6K$368.2K-$99.5K2026-10-15
Oath Planning, LLC
INCREASED7,1797,097+82+1%$371.9K$367.8K-$4.2K2026-10-20
Tableaux LLC
DECREASED7,145110,404-103,259-94%$5.8M$366.1K-$5.4M2026-10-23
LVW Advisors, LLC
DECREASED6,83210,103-3,271-32%$529.5K$350.0K-$179.5K2026-10-19
Downshift Financial, LLC
UNCHANGED6,7916,79100%$355.9K$347.9K-$8.0K2026-10-13
Seamount Financial Group Inc
DECREASED6,7456,937-192-3%$363.6K$345.5K-$18.0K2026-10-21
Obermeyer Wealth Partners
INCREASED6,6826,276+406+6%$328.9K$342.3K+$13.4K2026-10-21
Aspiriant, LLC
UNCHANGED6,6786,67800%$350.0K$342.1K-$7.9K2026-10-16
Rede Wealth, LLC
INCREASED6,6725,995+677+11%$314.2K$341.8K+$27.6K2026-10-22
RMR Wealth Builders
DECREASED6,6607,515-855-11%$393.9K$341.2K-$52.7K2026-10-22
Patten Group, Inc.
INCREASED6,6576,573+84+1%$344.5K$341.0K-$3.5K2026-10-26
BlueChip Wealth Advisors LLC
NEW6,640—+6,640——$340.2K—2026-11-03
Pension & Wealth Management Advisors, Inc.
DECREASED6,6289,172-2,544-28%$480.7K$339.6K-$141.2K2026-10-16
Tandem Investment Partners LLC
INCREASED6,5766,288+288+5%$329.6K$336.9K+$7.3K2026-10-16
Level Wealth Management LLC
NEW6,529—+6,529——$334.5K—2026-10-23
Destiny Capital Corp
INCREASED6,4916,447+44+1%$337.9K$332.5K-$5.4K2026-11-03
Hoxton Planning & Management, LLC
INCREASED6,4555,815+640+11%$304.8K$330.7K+$25.9K2026-10-15
Value Partners Investments Inc.
UNCHANGED6,3336,33300%$331.4K$325.4K-$6.0K2026-10-19
Edgemoor Investment Advisors, Inc.
UNCHANGED6,2236,22300%$326.1K$318.8K-$7.3K2026-11-03
Paragon Capital Management Ltd
NEW6,140—+6,140——$314.6K—2026-10-09
Ascentis Independent Advisors
INCREASED6,0992,000+4,099+205%$104.8K$312.4K+$207.6K2026-11-03
Valeo Financial Advisors, LLC
UNCHANGED6,0736,07300%$318.3K$311.1K-$7.2K2026-10-08
Woodward Diversified Capital, LLC
INCREASED6,0635,372+691+13%$281.5K$310.6K+$29.1K2026-10-21
Plimoth Trust Co LLC
INCREASED5,8775,127+750+15%$268.7K$301.1K+$32.4K2026-10-26
Grimes & Co Wealth Management, LLC
INCREASED5,8675,800+67+1%$304.0K$300.6K-$3.4K2026-10-29
Crescent Sterling, Ltd.
INCREASED5,8235,493+330+6%$287.9K$298.3K+$10.4K2026-10-16
Breakwater Capital Group
NEW5,815—+5,815——$297.9K—2026-10-09
Intergy Private Wealth, LLC
INCREASED5,6435,590+53+1%$293.0K$289.1K-$3.9K2026-10-16
Insight Wealth Partners, LLC
INCREASED5,6295,072+557+11%$265.8K$288.4K+$22.6K2026-10-26
Evanson Financial, LLC
INCREASED5,6035,539+64+1%$290.3K$287.0K-$3.2K2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED5,5855,409+176+3%$283.5K$286.1K+$2.6K2026-10-14
Orca Wealth Management, LLC
INCREASED5,5625,502+60+1%$288.4K$285.0K-$3.4K2026-10-14
Nations Financial Group Inc,
UNCHANGED5,4645,46400%$286.4K$280.0K-$6.4K2026-11-05
Americana Partners, LLC
UNCHANGED5,4295,42900%$284.5K$278.1K-$6.4K2026-10-28
Hohimer Wealth Management, LLC
INCREASED5,4125,408+4+0%$283.4K$277.3K-$6.1K2026-11-04
Bayshore Capital Advisors, LLC
UNCHANGED5,3615,36100%$281.0K$274.6K-$6.3K2026-11-02
RFG - Bristol Wealth Advisors, LLC
DECREASED5,2795,438-159-3%$285.0K$270.4K-$14.6K2026-10-09
Tanager Wealth Management LLP
INCREASED5,2305,000+230+5%$262.1K$267.9K+$5.9K2026-10-19
C2c Wealth Management, LLC
UNCHANGED5,2025,20200%$272.6K$266.5K-$6.1K2026-10-20
Richardson Capital Management LLC
INCREASED5,0804,902+178+4%$256.9K$260.2K+$3.3K2026-10-23
Winthrop Advisory Group LLC
DECREASED5,0168,071-3,055-38%$423.0K$257.0K-$166.1K2026-10-22
KPP Advisory Services LLC
DECREASED4,9556,596-1,641-25%$345.7K$253.9K-$91.9K2026-10-26
Daymark Wealth Partners, LLC
INCREASED4,9534,946+7+0%$259.2K$253.8K-$5.4K2026-11-04
Caliber Wealth Management, LLC / KS
DECREASED4,9245,052-128-3%$264.8K$252.3K-$12.5K2026-11-04
Pinnacle Wealth Planning Services, Inc.
DECREASED4,9055,575-670-12%$292.2K$251.3K-$40.9K2026-10-27
Townsend & Associates, Inc
DECREASED4,8955,170-275-5%$269.7K$251.6K-$18.1K2026-10-23
Lynx Investment Advisory
UNCHANGED4,8754,87500%$255.5K$249.7K-$5.8K2026-10-27
Stevens Capital Partners
INCREASED4,8504,795+55+1%$251.3K$248.5K-$2.8K2026-10-29
Glass Jacobson Investment Advisors llc
INCREASED4,8424,612+230+5%$241.7K$248.0K+$6.3K2026-10-26
Grey Fox Wealth Advisors, LLC
INCREASED4,8404,832+8+0%$253.2K$248.0K-$5.3K2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED4,8254,82500%$252.9K$247.2K-$5.7K2026-10-23
Csenge Advisory Group
INCREASED4,8144,026+788+20%$211.0K$246.6K+$35.6K2026-11-04
Ninety One UK Ltd
UNCHANGED4,7704,77000%$250.0K$244.4K-$5.6K2026-10-15
PFG Private Wealth Management, LLC
NEW4,761—+4,761——$243.9K—2026-10-15
Asset Management One Co., Ltd.
DECREASED4,6749,797-5,123-52%$513.5K$239.4K-$274.0K2026-10-27
eCIO, Inc.
INCREASED4,6664,652+14+0%$243.8K$238.8K-$5.0K2026-11-02
Concord Wealth Partners
INCREASED4,6644,610+54+1%$241.6K$238.9K-$2.7K2026-11-02
Miller Global Investments, LLC
DECREASED4,63252,031-47,399-91%$2.7M$237.3K-$2.5M2026-10-02
Summit Wealth Group LLC / Co
DECREASED4,5955,489-894-16%$287.7K$235.4K-$52.3K2026-10-29
J. L. Bainbridge & Co., Inc.
DECREASED4,5904,653-63-1%$243.9K$235.1K-$8.7K2026-10-20
Atlantic Edge Private Wealth Management, LLC
DECREASED4,5854,665-80-2%$244.5K$234.9K-$9.6K2026-10-20
Peddock Capital Advisors, LLC
INCREASED4,5474,019+528+13%$210.6K$232.9K+$22.3K2026-10-16
Wedmont Private Capital
NEW4,466—+4,466——$228.9K—2026-10-09
Clearwave Capital, LLC
DECREASED4,4184,560-142-3%$239.0K$226.3K-$12.7K2026-10-27
Piscataqua Savings Bank
UNCHANGED4,3834,38300%$229.7K$224.5K-$5.2K2026-10-21
NovaPoint Capital, LLC
UNCHANGED4,3624,36200%$228.6K$223.5K-$5.1K2026-10-22
Relyea Zuckerberg Hanson LLC
INCREASED4,3174,279+38+1%$224.3K$221.2K-$3.1K2026-10-20
Ignite Planners, LLC
DECREASED4,3145,251-937-18%$275.2K$221.0K-$54.2K2026-10-14
Endowment Wealth Management, Inc.
NEW4,301—+4,301——$220.3K—2026-11-03
Accelerate Investment Advisors LLC
NEW4,278—+4,278——$219.2K—2026-11-02
SimpliFi, Inc.
INCREASED4,2654,199+66+2%$220.1K$218.5K-$1.6K2026-10-28
Portland Financial Advisors Inc
INCREASED4,2534,190+63+2%$219.6K$217.9K-$1.7K2026-10-26
Navigoe, LLC
INCREASED4,2494,238+11+0%$222.0K$217.0K-$5.0K2026-11-04
Echo45 Advisors LLC
NEW4,237—+4,237——$217.1K—2026-10-07
Platform Technology Partners
NEW4,184—+4,184——$214.3K—2026-11-02
StoneX Group Inc.
NEW4,064—+4,064——$210.4K—2026-11-03
Beese Fulmer Investment Management, Inc.
UNCHANGED4,0004,00000%$209.6K$204.9K-$4.7K2026-10-23
Ipswich Investment Management Co., Inc.
UNCHANGED4,0004,00000%$209.6K$204.9K-$4.7K2026-10-13
Integrated Capital Management, LLC
NEW3,996—+3,996——$204.7K—2026-10-23
Premier Path Wealth Partners, LLC
DECREASED3,97529,684-25,709-87%$1.6M$203.6K-$1.4M2026-10-16
SBI Securities Co., Ltd.
INCREASED3,9672,100+1,867+89%$110.1K$203.2K+$93.2K2026-10-22
Martin Capital Advisors, LLP
UNCHANGED3,9603,96000%$207.5K$202.9K-$4.7K2026-10-15
Signature Equity Partners, LLC
INCREASED3,7821,973+1,809+92%$103.4K$193.7K+$90.3K2026-10-29
Provenance Wealth Advisors, LLC
INCREASED3,3663,327+39+1%$174.4K$172.4K-$2.0K2026-10-30
Archer Investment Corp
UNCHANGED3,3523,35200%$175.7K$171.7K-$3.9K2026-11-05
Root Financial Partners, LLC
NEW3,206—+3,206——$164.2K—2026-10-21
Balance Wealth Partners LLC
NEW2,862—+2,862——$146.6K—2026-10-27
Key Capital Management, Inc
NEW2,655—+2,655——$136.0K—2026-11-03
Guardian Partners Inc.
UNCHANGED2,6002,60000%$136.3K$133.2K-$3.1K2026-10-21
Mather Group, Llc.
DECREASED2,5782,645-67-3%$138.6K$132.1K-$6.6K2026-10-14
EPG Wealth Management LLC
INCREASED2,2432,242+1+0%$117.5K$114.9K-$2.6K2026-11-03
Bfsg, LLC
NEW2,235—+2,235——$114.5K—2026-10-30
Cape Investment Advisory, Inc.
INCREASED2,0751,933+142+7%$101.3K$106.3K+$5.0K2026-10-13
Main Street Group, LTD
UNCHANGED2,0002,00000%$104.8K$102.5K-$2.4K2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED1,9741,97400%$103.5K$101.1K-$2.3K2026-10-21
Acropolis Investment Management, LLC
UNCHANGED1,9651,96500%$103.0K$100.7K-$2.3K2026-10-08
Mascoma Wealth Management LLC
INCREASED1,9161,795+121+7%$94.1K$98.2K+$4.1K2026-10-23
Parkside Financial Bank & Trust
DECREASED1,9027,857-5,955-76%$411.8K$97.4K-$314.3K2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED1,8001,80000%$94.3K$92.2K-$2.1K2026-10-13
Alpine Bank Wealth Management
UNCHANGED1,7201,72000%$90.1K$88.1K-$2.0K2026-10-16
Nfsg Corp
UNCHANGED1,7001,70000%$89.1K$87.1K-$2.0K2026-10-15
AlphaCentric Advisors LLC
DECREASED1,5582,623-1,065-41%$137.5K$79.8K-$57.7K2026-11-03
Elevate Wealth Advisory, Inc
UNCHANGED1,5341,53400%$80.4K$78.6K-$1.8K2026-10-29
Abound Wealth Management
INCREASED1,5061,105+401+36%$57.9K$77.1K+$19.2K2026-10-26
First Horizon Corp
UNCHANGED1,4801,48000%$77.6K$75.8K-$1.7K2026-10-26
Tompkins Financial Corp
UNCHANGED1,4731,47300%$77.2K$75.5K-$1.7K2026-10-05
Financial Perspectives, Inc
INCREASED1,2891,279+10+1%$67.1K$66.1K-$1.0K2026-11-03
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED1,2711,27100%$66.6K$65.1K-$1.5K2026-10-23
Valley Wealth Managers, Inc.
DECREASED1,2621,287-25-2%$67.5K$64.7K-$2.8K2026-10-09
Security National Bank
UNCHANGED1,2451,24500%$65.3K$63.8K-$1.5K2026-10-26
BankChampaign, National Association
UNCHANGED1,2341,23400%$64.7K$63.2K-$1.5K2026-10-19
Private Trust Co NA
DECREASED1,2064,605-3,399-74%$241.3K$61.8K-$179.6K2026-10-20
Hyposwiss Advisors SA
UNCHANGED1,1981,19800%$62.8K$61.4K-$1.4K2026-10-26
Thompson Investment Management, Inc.
UNCHANGED1,1111,11100%$58.2K$56.9K-$1.3K2026-10-14
McCarley & Cook Financial Planners
UNCHANGED1,0591,05900%$55.5K$54.3K-$1.2K2026-10-21
Bell Investment Advisors, Inc
NEW1,034—+1,034——$53.0K—2026-10-29
Birch Financial Group, LLC
NEW1,034—+1,034——$53.0K—2026-10-27
First Premier Bank
UNCHANGED1,0031,00300%$53$51-$22026-10-13
GK Wealth Management LLC
NEW1,000—+1,000——$51.2K—2026-10-09
Heritage Family Offices, LLP
NEW970—+970——$49.7K—2026-11-02
Kelleher Financial Advisors
DECREASED9601,140-180-16%$59.7K$49.2K-$10.6K2026-10-30
Pittenger & Anderson Inc
UNCHANGED88888800%$46.5K$45.5K-$1.0K2026-11-02
Independence Bank of Kentucky
UNCHANGED86486400%$45.3K$44.3K-$1.0K2026-10-26
Rossmore Private Capital
DECREASED83414,689-13,855-94%$769.9K$42.7K-$727.1K2026-10-27
Trust Co of Vermont
DECREASED8341,134-300-26%$59.4K$42.7K-$16.7K2026-10-21
Kennebec Savings Bank
UNCHANGED80980900%$42.4K$41.4K-$9552026-10-22
Barrett & Company, Inc.
UNCHANGED80080000%$41.9K$41.0K-$9442026-10-22
Bank of New Hampshire
UNCHANGED75375300%$39.5K$38.6K-$8892026-10-06
Holos Integrated Wealth LLC
NEW720—+720——$36.9K—2026-10-23
Armor Investment Advisors, LLC
DECREASED5711,530-959-63%$80.2K$29.3K-$50.9K2026-10-27
James T. Borello RIA
UNCHANGED52952900%$27.7K$27.1K-$6242026-10-16
PFS Partners, LLC
UNCHANGED51351300%$26.9K$26.3K-$6062026-10-21
High Note Wealth, LLC
UNCHANGED51251200%$26.9K$26.3K-$6052026-10-27
Nova Financial LLC
NEW504—+504——$25.8K—2026-11-04
City Holding Co
UNCHANGED49049000%$25.7K$25.1K-$5792026-10-19
Granite Investment Partners, LLC
UNCHANGED47647600%$24.9K$24.4K-$5622026-11-04
Indiana Trust & Investment Management Co
UNCHANGED46146100%$24.2K$23.6K-$5442026-10-22
Buck Wealth Strategies, LLC
DECREASED4541,257-803-64%$65.9K$23.3K-$42.6K2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED45045000%$23.6K$23.1K-$5312026-10-16
Physician Wealth Advisors, Inc.
INCREASED430427+3+1%$22.4K$22.0K-$3332026-10-20
Birchwood Financial Partners, Inc.
DECREASED427850-423-50%$44.5K$21.9K-$22.7K2026-11-02
Asset Dedication, LLC
UNCHANGED37137100%$19.4K$19.0K-$4382026-11-03
Trust Co of Toledo NA
UNCHANGED35035000%$18.3K$17.9K-$4132026-10-16
Harbor Investment Advisory, LLC
UNCHANGED35035000%$18.3K$17.9K-$4132026-10-13
CKW Financial Group
UNCHANGED33733700%$18$17-$12026-10-29
Planning Strategies Inc.
UNCHANGED32932900%$17.2K$16.9K-$3882026-10-02
Jcic Asset Management Inc.
UNCHANGED32032000%$16.8K$16.4K-$4252026-10-30
Axiom Investment Management LLC
UNCHANGED32032000%$16.8K$16.4K-$3772026-11-03
Richardson Financial Services Inc.
INCREASED319249+70+28%$13.1K$16.3K+$3.3K2026-10-30
MTM Investment Management, LLC
UNCHANGED30030000%$15.7K$15.4K-$3542026-10-30
SRH Advisors, LLC
UNCHANGED30030000%$15.7K$15.4K-$3542026-10-22
Montag A & Associates Inc
INCREASED269140+129+92%$7.3K$13.8K+$6.4K2026-10-29
Triumph Capital Management
DECREASED255624-369-59%$32.7K$13.1K-$19.6K2026-10-14
Southern Michigan Bank & Trust
UNCHANGED20020000%$10.5K$10.2K-$2362026-10-19
Tsfg, LLC
UNCHANGED19819800%$10$10$02026-10-23
Gilpin Wealth Management, LLC
UNCHANGED17817800%$9.3K$9.1K-$2102026-10-09
Register Financial Advisors LLC
INCREASED163161+2+1%$8.5K$8.4K-$952026-10-23
Blueline Advisors LLC
NEW160—+160——$8.2K—2026-10-15
Harbor Asset Planning, Inc.
INCREASED160158+2+1%$8.3K$8.2K-$922026-10-23
Adkins Seale Capital Management LLC
UNCHANGED15715700%$8.2K$8.0K-$1852026-10-27
Latitude Advisors, LLC
NEW117—+117——$6.0K—2026-10-27
Kingdom Financial Group Llc.
UNCHANGED11011000%$5.8K$5.6K-$1302026-11-04
Salomon & Ludwin, LLC
NEW100—+100——$5.1K—2026-10-29
Syntax Research, Inc.
UNCHANGED999900%$5.2K$5.1K-$1172026-11-04
Jnba Financial Advisors
DECREASED95119-24-20%$6.3K$4.9K-$1.4K2026-11-03
Gamma Investing LLC
DECREASED8298-16-16%$5.1K$4.2K-$9352026-10-08
Capital Advisors, Ltd. LLC
UNCHANGED808000%$4$4$02026-10-27
Capital Investment Advisory Services, LLC
DECREASED777,666-7,589-99%$401.8K$3.9K-$397.8K2026-10-30
Quest 10 Wealth Builders, Inc.
UNCHANGED616100%$3.2K$3.1K-$722026-11-02
Balentine LLC
UNCHANGED606000%$3.1K$3.1K-$712026-11-03
Olistico Wealth, LLC
UNCHANGED575700%$3.0K$2.9K-$672026-10-05
Silver Grove Financial Group, Inc.
UNCHANGED555500%$2.9K$2.8K-$652026-11-05
Beacon Capital Management, Inc.
NEW54—+54——$2.8K—2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED515100%$2.7K$2.6K-$602026-11-03
Tounjian Advisory Partners, LLC
DECREASED4877-29-38%$4.0K$2.5K-$1.6K2026-11-04
Barnes Dennig Private Wealth Management LLC
NEW45—+45——$2.3K—2026-10-30
Community Financial Services Group, LLC
DECREASED451,361-1,316-97%$71.0K$2.3K-$68.7K2026-10-15
GGM Financial LLC
DECREASED4153-12-23%$2.8K$2.1K-$6802026-11-05
Rosenberg Matthew Hamilton
UNCHANGED373700%$1.9K$1.9K-$432026-10-05
Nvest Wealth Strategies, Inc.
DECREASED28255-227-89%$13.4K$1.4K-$11.9K2026-10-14
Sofi Wealth, LLC
DECREASED2749-22-45%$2.5K$1.4K-$1.2K2026-10-27
Sunrise Financial Services, LLC
UNCHANGED232300%$1.2K$1.2K-$272026-10-21
Armstrong Advisory Group, Inc
UNCHANGED222200%$1.2K$1.1K-$262026-10-09
Avion Wealth
UNCHANGED222200%$1$1$02026-11-04
Allspring Global Investments Holdings, LLC
NEW7—+7——$358—2026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED7700%$367$359-$82026-11-03
Elevated Capital Advisors, LLC
UNCHANGED3300%$157$154-$32026-11-04
POM Investment Strategies, LLC
NEW2—+2——$87—2026-10-20
Bokf, NA
CLOSED082,433-82,433-100%$4.3M$0-$4.3M2026-10-27
Bryant Woods Investment Advisors, LLC
CLOSED035,931-35,931-100%$1.9M$0-$1.9M2026-10-26
Garde Capital, Inc.
CLOSED020,743-20,743-100%$1.1M$0-$1.1M2026-10-29
Elevation Capital Advisory, LLC
CLOSED017,303-17,303-100%$906.9K$0-$906.9K2026-10-29
Ejmk Ventures LLC
CLOSED07,675-7,675-100%$402.2K$0-$402.2K2026-10-21
Wagner Wealth Management, Corp
CLOSED07,478-7,478-100%$391.9K$0-$391.9K2026-10-20
Keystone Financial Group, Inc.
CLOSED06,404-6,404-100%$335.6K$0-$335.6K2026-10-13
Heartwood Wealth Advisors LLC
CLOSED06,366-6,366-100%$333.6K$0-$333.6K2026-10-05
City of London Investment Management Co LTD
CLOSED06,327-6,327-100%$331.6K$0-$331.6K2026-10-30
JIM Saulnier & Associates, LLC
CLOSED05,526-5,526-100%$289.6K$0-$289.6K2026-11-04
Central Valley Advisors, LLC
CLOSED05,510-5,510-100%$288.8K$0-$288.8K2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED05,415-5,415-100%$283.8K$0-$283.8K2026-10-27
Walleye Partners, LLC
CLOSED04,950-4,950-100%$259.5K$0-$259.5K2026-10-13
Brick & Kyle, Associates
CLOSED04,702-4,702-100%$247.1K$0-$247.1K2026-11-05
Cerro Pacific Wealth Advisors LLC
CLOSED04,688-4,688-100%$245.7K$0-$245.7K2026-10-22
Accurate Wealth Management, LLC
CLOSED04,552-4,552-100%$237.3K$0-$237.3K2026-10-20
Kestra Investment Management, LLC
CLOSED04,292-4,292-100%$225.0K$0-$225.0K2026-11-04
Apollon Financial, LLC
CLOSED04,024-4,024-100%$210.9K$0-$210.9K2026-10-23
AA Financial Advisors, LLC
CLOSED03,990-3,990-100%$209.1K$0-$209.1K2026-10-19
Gryphon Financial Partners LLC
CLOSED03,837-3,837-100%$201.1K$0-$201.1K2026-11-04
Valpey Financial Services, LLC
CLOSED03,833-3,833-100%$200.9K$0-$200.9K2026-10-30
Chapman Financial Group, LLC
CLOSED01,618-1,618-100%$84.8K$0-$84.8K2026-10-26
Cornerstone Planning Group LLC
CLOSED01,281-1,281-100%$66.7K$0-$66.7K2026-10-16
Founders Capital Management
CLOSED01,040-1,040-100%$54.5K$0-$54.5K2026-10-13
International Assets Investment Management, LLC
CLOSED0493-493-100%$25.7K$0-$25.7K2026-11-02
Decker Retirement Planning Inc.
CLOSED0283-283-100%$14.8K$0-$14.8K2026-10-19
Westside Investment Management, Inc.
CLOSED0208-208-100%$10.9K$0-$10.9K2026-11-02
LifeSteps Financial, Inc.
CLOSED0150-150-100%$7.9K$0-$7.9K2026-10-15
Sims Investment Management, LLC
CLOSED0109-109-100%$5.7K$0-$5.7K2026-10-13
American National Bank & Trust
CLOSED065-65-100%$3.4K$0-$3.4K2026-10-07
Cassaday & Co Wealth Management LLC
CLOSED000—$22$0-$222026-10-27
Central Bank of Brazil
UNCHANGED000—$0$0$02026-11-04
Northern Trust Corp
N/A—26,252,076-26,252,076-100%$1.4B———
EP Wealth Advisors, LLC
N/A—13,710,330-13,710,330-100%$718.6M———
BlackRock, Inc.
N/A—12,595,321-12,595,321-100%$660.1M———
Ameriprise Financial Inc
N/A—10,015,306-10,015,306-100%$524.2M———
Allstate Corp
N/A—9,160,330-9,160,330-100%$480.1M———
Morgan Stanley
N/A—8,818,356-8,818,356-100%$462.2M———
Bank of America Corp
N/A—8,281,325-8,281,325-100%$434.0M———
Envestnet Asset Management Inc
N/A—6,834,814-6,834,814-100%$358.2M———
Goldman Sachs Group Inc
N/A—6,412,760-6,412,760-100%$336.1M———
Captrust Financial Advisors
N/A—6,086,054-6,086,054-100%$319.0M———
UBS Group AG
N/A—5,508,239-5,508,239-100%$288.7M———
Wells Fargo & Company
N/A—5,506,117-5,506,117-100%$288.6M———
Raymond James Financial Inc
N/A—4,392,728-4,392,728-100%$230.2M———
Charles Schwab Investment Management Inc
N/A—3,980,191-3,980,191-100%$208.6M———
PNC Financial Services Group, Inc.
N/A—3,934,430-3,934,430-100%$206.2M———
Focus Partners Wealth
N/A—3,665,930-3,665,930-100%$192.1M———
LPL Financial LLC
N/A—3,525,156-3,525,156-100%$184.8M———
Pure Financial Advisors, LLC
N/A—3,313,324-3,313,324-100%$173.7M———
Stifel Financial Corp
N/A—3,279,401-3,279,401-100%$171.9M———
Members Trust Co
N/A—3,201,864-3,201,864-100%$167.8M———
Flputnam Investment Management Co
N/A—2,508,677-2,508,677-100%$131.5M———
Composition Wealth, LLC
N/A—2,399,367-2,399,367-100%$125.8M———
Prudential Financial Inc
N/A—2,330,032-2,330,032-100%$122.1M———
FMR LLC
N/A—2,245,918-2,245,918-100%$117.7M———
Royal Bank of Canada
N/A—2,116,211-2,116,211-100%$110.9M———
Point72 Asset Management, L.P.
N/A—2,028,500-2,028,500-100%$106.3M———
MML Investors Services, LLC
N/A—1,944,485-1,944,485-100%$101.9M———
HighTower Advisors, LLC
N/A—1,902,181-1,902,181-100%$99.7M———
MAI Capital Management
N/A—1,835,731-1,835,731-100%$96.2M———
RiverFront Investment Group, LLC
N/A—1,704,771-1,704,771-100%$89.3M———
Haverford Trust Co
N/A—1,656,261-1,656,261-100%$86.8M———
Destination Wealth Management
N/A—1,594,200-1,594,200-100%$83.6M———
One Capital Management, LLC
N/A—1,571,911-1,571,911-100%$82.6M———
O'shaughnessy Asset Management, LLC
N/A—1,518,855-1,518,855-100%$79.6M———
JPMorgan Chase & Co
N/A—1,476,104-1,476,104-100%$77.5M———
Mariner, LLC
N/A—1,334,985-1,334,985-100%$70.0M———
Cetera Investment Advisers
N/A—1,302,960-1,302,960-100%$68.3M———
Buffalo Business & Estate Services LTD
N/A—1,190,935-1,190,935-100%$62.4M———
Dakota Wealth Management
N/A—1,104,802-1,104,802-100%$57.9M———
Sumitomo Mitsui Financial Group, Inc.
N/A—1,039,573-1,039,573-100%$54.5M———
Osaic Holdings, Inc.
N/A—1,019,362-1,019,362-100%$53.4M———
Raffa Wealth Management, LLC
N/A—987,415-987,415-100%$51.8M———
Pathstone Holdings, LLC
N/A—923,586-923,586-100%$48.4M———
Janney Montgomery Scott LLC
N/A—902,951-902,951-100%$47.3M———
Cerity Partners LLC
N/A—897,036-897,036-100%$47.0M———
Zurich Insurance Group Ltd
N/A—894,272-894,272-100%$46.9M———
Bank of Montreal
N/A—890,251-890,251-100%$46.7M———
CVS Health Corp
N/A—890,000-890,000-100%$46.6M———
Ritholtz Wealth Management
N/A—858,952-858,952-100%$45.0M———
Fiduciary Trust Co
N/A—840,330-840,330-100%$44.0M———
Nelson Capital Management, LLC
N/A—776,458-776,458-100%$40.7M———
Monograph Wealth Advisors, LLC
N/A—761,949-761,949-100%$39.9M———
Clearwater Capital Advisors, LLC
N/A—740,410-740,410-100%$38.8M———
Rockefeller Capital Management L.P.
N/A—664,743-664,743-100%$34.8M———
Leavell Investment Management, Inc.
N/A—663,554-663,554-100%$34.8M———
Wharton Business Group, LLC
N/A—662,380-662,380-100%$34.7M———
NewSquare Capital LLC
N/A—609,297-609,297-100%$31.9M———
Envestnet Portfolio Solutions, Inc.
N/A—605,628-605,628-100%$31.7M———
NorthCoast Asset Management LLC
N/A—588,685-588,685-100%$30.9M———
Lazard Asset Management LLC
N/A—571,644-571,644-100%$30.0M———
First American Trust, FSB
N/A—561,393-561,393-100%$29.4M———
Stephens Inc
N/A—546,640-546,640-100%$28.6M———
Baird Financial Group, Inc.
N/A—530,389-530,389-100%$27.8M———
Mercer Global Advisors Inc
N/A—513,282-513,282-100%$26.9M———
Beacon Pointe Advisors, LLC
N/A—507,466-507,466-100%$26.6M———
Wellington Grp LLC
N/A—485,916-485,916-100%$25.5M———
Fiduciary Group, LLC
N/A—480,270-480,270-100%$25.2M———
Bartlett & Co. Wealth Management LLC
N/A—479,786-479,786-100%$25.1M———
Lutz Financial Services LLC
N/A—478,615-478,615-100%$25.1M———
Alesco Advisors, LLC, An ESL Co
N/A—465,393-465,393-100%$24.4M———
Integrated Wealth Concepts LLC
N/A—460,712-460,712-100%$24.1M———
Jacobson & Schmitt Advisors, LLC
N/A—424,384-424,384-100%$22.2M———
Northstar Advisory Group, LLC
N/A—411,298-411,298-100%$21.6M———
Strategic Investment Advisors / MI
N/A—410,458-410,458-100%$21.5M———
Alley Investment Management Company, LLC
N/A—372,097-372,097-100%$19.5M———
Steward Partners Investment Advisory, LLC
N/A—367,164-367,164-100%$19.2M———
Arax Advisory Partners
N/A—360,543-360,543-100%$18.9M———
Kayne Anderson Rudnick Investment Management LLC
N/A—355,169-355,169-100%$18.6M———
Guggenheim Capital LLC
N/A—350,102-350,102-100%$18.3M———
United Capital Financial Advisors, LLC
N/A—327,173-327,173-100%$17.1M———
Northwestern Mutual Wealth Management Co
N/A—324,772-324,772-100%$17.0M———
Cary Street Partners Financial LLC
N/A—323,646-323,646-100%$17.0M———
Johns Hopkins University
N/A—321,905-321,905-100%$16.9M———
AE Wealth Management LLC
N/A—316,308-316,308-100%$16.6M———
GSA Capital Partners LLP
N/A—313,035-313,035-100%$16.4M———
Legal & General Group Plc
N/A—305,437-305,437-100%$16.0M———
Ensign Peak Advisors, Inc
N/A—300,000-300,000-100%$15.7M———
Mitsubishi UFJ Trust & Banking Corp
N/A—290,200-290,200-100%$15.2M———
Summit Financial, LLC
N/A—283,389-283,389-100%$14.9M———
Renaissance Technologies LLC
N/A—281,971-281,971-100%$14.8M———
Rothschild Investment LLC
N/A—280,681-280,681-100%$14.7M———
Hall Capital Management Co Inc
N/A—276,838-276,838-100%$14.5M———
Fortis Capital Management LLC
N/A—275,229-275,229-100%$14.4M———
Summit Wealth Partners, LLC
N/A—265,804-265,804-100%$13.9M———
Smithfield Trust Co
N/A—258,275-258,275-100%$13.5M———
MTC Wealth Management LLC
N/A—254,281-254,281-100%$13.3M———
Galilei Investment Office LLP
N/A—253,721-253,721-100%$13.3M———
Kiker Wealth Management, LLC
N/A—250,646-250,646-100%$13.1M———
Disciplina Capital Management LLC
N/A—248,592-248,592-100%$13.0M———
Huntington National Bank
N/A—248,306-248,306-100%$13.0M———
Schroder Investment Management Group
N/A—240,709-240,709-100%$12.6M———
Franklin Resources Inc
N/A—240,195-240,195-100%$12.6M———
CIBC Bancorp USA Inc.
N/A—239,299-239,299-100%$12.6M———
Scotia Capital Inc.
N/A—237,894-237,894-100%$12.5M———
D L Carlson Investment Group Inc
N/A—235,028-235,028-100%$12.3M———
Pinnacle Financial Partners, Inc.
N/A—230,809-230,809-100%$12.1M———
NewEdge Advisors, LLC
N/A—228,227-228,227-100%$12.0M———
Hilton Capital Management, LLC
N/A—227,201-227,201-100%$11.9M———
Global Retirement Partners, LLC
N/A—203,927-203,927-100%$10.7M———
Fifth Third Bancorp
N/A—195,950-195,950-100%$10.3M———
Trustmark Bank Trust Department
N/A—189,106-189,106-100%$9.9M———
Delta Asset Management LLC
N/A—188,580-188,580-100%$9.9M———
Sandy Cove Advisors, LLC
N/A—187,185-187,185-100%$9.8M———
Jones Financial Companies Lllp
N/A—182,382-182,382-100%$9.6M———
Waverly Advisors, LLC
N/A—182,189-182,189-100%$9.5M———
JPL Wealth Management, LLC
N/A—162,617-162,617-100%$8.5M———
Dimension Capital Management LLC
N/A—161,544-161,544-100%$8.5M———
Croban
N/A—155,936-155,936-100%$8.2M———
BCS Private Wealth Management, Inc.
N/A—153,852-153,852-100%$8.1M———
Aptus Capital Advisors, LLC
N/A—145,413-145,413-100%$7.6M———
Proffitt & Goodson Inc
N/A—144,029-144,029-100%$7.5M———
1832 Asset Management L.P.
N/A—141,518-141,518-100%$7.4M———
Capitolis Liquid Global Markets LLC
N/A—137,200-137,200-100%$7.2M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—131,490-131,490-100%$6.9M———
TD Asset Management Inc
N/A—127,588-127,588-100%$6.7M———
United Bank
N/A—127,313-127,313-100%$6.7M———
HSBC Holdings PLC
N/A—126,771-126,771-100%$6.6M———
Mutual Advisors, LLC
N/A—125,786-125,786-100%$6.6M———
Fairview Capital Investment Management, LLC
N/A—121,161-121,161-100%$6.4M———
OneDigital Investment Advisors LLC
N/A—118,885-118,885-100%$6.2M———
Amara Financial, Llc.
N/A—117,911-117,911-100%$6.2M———
Hancock Whitney Corp
N/A—114,318-114,318-100%$6.0M———
Sanctuary Advisors, LLC
N/A—113,828-113,828-100%$6.0M———
Nalls Sherbakoff Group, LLC
N/A—108,761-108,761-100%$5.7M———
Davis R M Inc
N/A—106,981-106,981-100%$5.6M———
Providence Capital Advisors, LLC
N/A—106,219-106,219-100%$5.6M———
Main Management LLC
N/A—106,145-106,145-100%$5.6M———
Trinity Legacy Partners, LLC
N/A—104,999-104,999-100%$5.5M———
Blair William & Co
N/A—103,775-103,775-100%$5.4M———
Roundview Capital LLC
N/A—99,392-99,392-100%$5.2M———
Veridan Wealth LLC
N/A—97,160-97,160-100%$5.1M———
Graybill Wealth Management, Ltd.
N/A—97,028-97,028-100%$5.1M———
Becker Capital Management Inc
N/A—95,784-95,784-100%$5.0M———
&partners
N/A—94,811-94,811-100%$5.0M———
Ally Invest Advisors Inc.
N/A—93,130-93,130-100%$4.9M———
Banco Santander, S.A.
N/A—93,094-93,094-100%$4.9M———
Mosaic Family Wealth Partners, LLC
N/A—90,647-90,647-100%$4.8M———
Quaker Capital Investments, LLC
N/A—90,200-90,200-100%$4.7M———
Regal Investment Advisors LLC
N/A—86,384-86,384-100%$4.5M———
Edgestream Partners, L.P.
N/A—85,136-85,136-100%$4.5M———
Smartleaf Asset Management LLC
N/A—81,788-81,788-100%$4.3M———
Cabot Wealth Management Inc
N/A—81,232-81,232-100%$4.3M———
Investment Advisory Group, LLC
N/A—78,511-78,511-100%$4.1M———
Wealthfront Advisers LLC
N/A—77,414-77,414-100%$4.1M———
HM Payson & Co
N/A—77,292-77,292-100%$4.1M———
Advisory Services Network, LLC
N/A—74,878-74,878-100%$3.9M———
Fiduciary Financial Advisors
N/A—74,549-74,549-100%$3.9M———
SouthState Bank Corp
N/A—74,310-74,310-100%$3.9M———
Rathbones Group PLC
N/A—70,271-70,271-100%$3.7M———
Private Advisor Group, LLC
N/A—69,922-69,922-100%$3.7M———
Paces Ferry Wealth Advisors, LLC
N/A—68,667-68,667-100%$3.6M———
Voya Investment Management LLC
N/A—65,949-65,949-100%$3.5M———
Tidal Investments LLC
N/A—65,384-65,384-100%$3.4M———
Lowe Brockenbrough & Co Inc
N/A—63,707-63,707-100%$3.3M———
Advisory Research Inc
N/A—63,572-63,572-100%$3.3M———
Hudson Portfolio Management LLC
N/A—63,361-63,361-100%$3.3M———
AlTi Global, Inc.
N/A—59,360-59,360-100%$3.1M———
Whittier Trust Co
N/A—56,270-56,270-100%$2.9M———
New South Capital Management Inc
N/A—55,380-55,380-100%$2.9M———
SlateStone Wealth, LLC
N/A—54,404-54,404-100%$2.9M———
UMB Bank, n.a.
N/A—53,272-53,272-100%$2.8M———
Benjamin Edwards Inc
N/A—52,986-52,986-100%$2.8M———
Wealth Advisors of Tampa Bay, LLC
N/A—52,912-52,912-100%$2.8M———
Berger Financial Group, Inc
N/A—51,406-51,406-100%$2.7M———
Brown Brothers Harriman & Co
N/A—49,581-49,581-100%$2.6M———
Hirtle & Co., LLC
N/A—46,920-46,920-100%$2.5M———
Glen Eagle Advisors, LLC
N/A—46,628-46,628-100%$2.4M———
Hilltop Holdings Inc.
N/A—46,364-46,364-100%$2.4M———
One Wealth Map LLC
N/A—46,047-46,047-100%$2.4M———
Sound View Wealth Advisors Group, LLC
N/A—45,612-45,612-100%$2.4M———
SCS Capital Management LLC
N/A—43,969-43,969-100%$2.3M———
Sovereign Financial Group, Inc.
N/A—42,879-42,879-100%$2.2M———
Banque Transatlantique SA
N/A—41,945-41,945-100%$2.2M———
CreativeOne Wealth, LLC
N/A—41,813-41,813-100%$2.2M———
Trajan Wealth LLC
N/A—41,430-41,430-100%$2.2M———
Mmbg Investment Advisors Co.
N/A—40,637-40,637-100%$2.1M———
Commerce Bank
N/A—39,924-39,924-100%$2.1M———
Hollencrest Capital Management
N/A—39,773-39,773-100%$2.1M———
Equitable Holdings, Inc.
N/A—39,738-39,738-100%$2.1M———
World Investment Advisors
N/A—39,375-39,375-100%$2.1M———
Trivium Point Advisory, LLC
N/A—37,769-37,769-100%$2.0M———
Price T Rowe Associates Inc
N/A—37,540-37,540-100%$2.0M———
PW Advisors, LLC \ FL
N/A—37,071-37,071-100%$1.9M———
Snowden Capital Advisors LLC
N/A—35,593-35,593-100%$1.9M———
Strategic Financial Services, Inc.
N/A—35,388-35,388-100%$1.9M———
Jefferies Financial Group Inc.
N/A—34,955-34,955-100%$1.8M———
Jaffetilchin Investment Partners, LLC
N/A—34,615-34,615-100%$1.8M———
Arkadios Wealth Advisors
N/A—34,524-34,524-100%$1.8M———
Wescott Financial Advisory Group, LLC
N/A—34,427-34,427-100%$1.8M———
Clearstead Advisors, LLC
N/A—34,319-34,319-100%$1.8M———
Allianz SE
N/A—33,144-33,144-100%$1.7M———
Wealthspire Advisors, LLC
N/A—32,983-32,983-100%$1.7M———
Checchi Capital Advisers, LLC
N/A—32,396-32,396-100%$1.7M———
Sona Asset Management (US) LLC
N/A—32,114-32,114-100%$1.7M———
Kovack Advisors, Inc.
N/A—31,974-31,974-100%$1.7M———
Ridge Creek Global, Inc
N/A—31,589-31,589-100%$1.7M———
Deutsche Bank Ag\
N/A—30,634-30,634-100%$1.6M———
Mittelman Wealth Management
N/A—30,463-30,463-100%$7.2M———
Bingham Private Wealth, LLC
N/A—30,337-30,337-100%$1.6M———
GWN Securities Inc.
N/A—30,207-30,207-100%$1.6M———
IMA Advisory Services, Inc.
N/A—29,711-29,711-100%$1.6M———
Kingsview Wealth Management, LLC
N/A—29,421-29,421-100%$1.5M———
First Trust Advisors LP
N/A—29,185-29,185-100%$1.5M———
Transcend Capital Advisors, LLC
N/A—28,982-28,982-100%$1.5M———
Cumberland Partners Ltd
N/A—28,627-28,627-100%$1.5M———
Meeder Advisory Services, Inc.
N/A—28,330-28,330-100%$1.5M———
Vestmark Advisory Solutions, Inc.
N/A—27,594-27,594-100%$1.4M———
Grand Wealth Management, LLC
N/A—26,940-26,940-100%$1.4M———
Ingalls & Snyder LLC
N/A—26,455-26,455-100%$1.4M———
Nwam LLC
N/A—25,501-25,501-100%$1.3M———
Whittier Trust Co of Nevada Inc
N/A—25,310-25,310-100%$1.3M———
Rehmann Capital Advisory Group
N/A—25,297-25,297-100%$1.3M———
Savant Capital, LLC
N/A—24,790-24,790-100%$1.3M———
Longview Financial Advisors LLC
N/A—24,518-24,518-100%$1.3M———
Pacific Point Advisors, LLC
N/A—24,231-24,231-100%$1.3M———
BBR Partners, LLC
N/A—24,091-24,091-100%$1.3M———
Savvy Advisors, Inc.
N/A—23,974-23,974-100%$1.3M———
City National Bank of Florida
N/A—23,684-23,684-100%$1.2M———
Peregrine Asset Advisers, Inc.
N/A—23,629-23,629-100%$1.2M———
Edmond de Rothschild Holding S.A.
N/A—23,538-23,538-100%$1.2M———
McCartney Wealth Management LLC
N/A—23,158-23,158-100%$1.2M———
Capstone Wealth Management Group, LLC
N/A—22,989-22,989-100%$1.2M———
JHP Wealth Management, LLC
N/A—22,952-22,952-100%$1.2M———
Alongside, LLC
N/A—22,820-22,820-100%$1.2M———
49 Wealth Management, LLC
N/A—22,820-22,820-100%$1.2M———
White Pine Capital LLC
N/A—22,344-22,344-100%$1.2M———
Zacks Investment Management
N/A—22,206-22,206-100%$1.2M———
Insigneo Advisory Services, LLC
N/A—22,034-22,034-100%$1.2M———
Peak Planning Group, LLC
N/A—21,641-21,641-100%$1.1M———
American Capital Management Inc
N/A—21,496-21,496-100%$1.1M———
Wilshire Advisors LLC
N/A—21,439-21,439-100%$1.1M———
Modern Wealth Management, LLC
N/A—20,743-20,743-100%$1.1M———
Focus Partners Advisor Solutions, LLC
N/A—20,497-20,497-100%$1.1M———
Traub Capital Management LLC
N/A—20,385-20,385-100%$1.1M———
Orion Porfolio Solutions, LLC
N/A—20,337-20,337-100%$1.1M———
IHT Wealth Management, LLC
N/A—20,250-20,250-100%$1.1M———
Strive Financial Group,LLC
N/A—19,941-19,941-100%$1.0M———
Westview Management dba Westview Investment Advisors
N/A—19,731-19,731-100%$1.0M———
Natixis Advisors, LLC
N/A—19,532-19,532-100%$1.0M———
PFG Investments, LLC
N/A—19,440-19,440-100%$1.0M———
Peapack Gladstone Financial Corp
N/A—19,210-19,210-100%$1.0M———
Cogent Private Wealth, Inc.
N/A—19,182-19,182-100%$1.0M———
Quantinno Capital Management LP
N/A—19,126-19,126-100%$1.0M———
TAGStone Capital, Inc.
N/A—18,860-18,860-100%$988.5K———
Quotient Wealth Partners, LLC
N/A—18,825-18,825-100%$986.6K———
Western Wealth Management, LLC
N/A—18,712-18,712-100%$980.7K———
Saiph Capital, LLC
N/A—18,643-18,643-100%$977.1K———
Maridea Wealth Management LLC
N/A—18,582-18,582-100%$973.9K———
Johnson Investment Counsel Inc
N/A—18,425-18,425-100%$965.7K———
Dynasty Wealth Management, LLC
N/A—18,411-18,411-100%$964.9K———
Keel Point, LLC
N/A—18,086-18,086-100%$947.9K———
Allie Family Office LLC
N/A—18,065-18,065-100%$946.8K———
Stelac Advisory Services LLC
N/A—17,960-17,960-100%$941.3K———
Blalock Williams, LLC
N/A—17,882-17,882-100%$937.2K———
IFG Advisory, LLC
N/A—17,840-17,840-100%$935.0K———
Perspective Wealth Advisors LLC
N/A—17,784-17,784-100%$932.1K———
Great Valley Advisor Group, Inc.
N/A—17,704-17,704-100%$927.6K———
Mount Lucas Management LP
N/A—17,529-17,529-100%$918.7K———
Rockbridge Investment Management, LCC
N/A—17,138-17,138-100%$898.2K———
Palladiem, LLC
N/A—17,047-17,047-100%$893.4K———
Geneos Wealth Management Inc.
N/A—16,799-16,799-100%$880.4K———
Belpointe Asset Management LLC
N/A—16,658-16,658-100%$873.0K———
Phoenix Financial Ltd.
N/A—16,308-16,308-100%$854.7K———
Westshore Wealth, LLC
N/A—15,896-15,896-100%$833.1K———
Cloud Capital Management, LLC
N/A—15,776-15,776-100%$826.0K———
KDT Advisors, LLC
N/A—15,725-15,725-100%$824.1K———
National Bank of Canada
N/A—15,455-15,455-100%$809.7K———
Principal Securities, Inc.
N/A—14,865-14,865-100%$779.1K———
Calton & Associates, Inc.
N/A—14,615-14,615-100%$766.0K———
Forum Private Client Group LLC
N/A—14,555-14,555-100%$762.8K———
Emerald Investment Advisers, LLC
N/A—14,550-14,550-100%$762.6K———
Lifeworks Advisors, LLC
N/A—14,511-14,511-100%$760.5K———
CIBC World Market Inc.
N/A—14,426-14,426-100%$756.1K———
Wulff, Hansen & Co.
N/A—14,195-14,195-100%$744.0K———
FIL Ltd
N/A—14,050-14,050-100%$736.4K———
GTS Securities LLC
N/A—14,046-14,046-100%$736.2K———
Severin Investments, LLC
N/A—13,884-13,884-100%$727.7K———
Bank Hapoalim BM
N/A—13,697-13,697-100%$718.0K———
Clearstead Trust, LLC
N/A—13,579-13,579-100%$711.7K———
Peloton Wealth Strategists
N/A—13,453-13,453-100%$705.0K———
Boston Family Office LLC
N/A—13,270-13,270-100%$695.0K———
Strategic Wealth Partners, Ltd.
N/A—13,109-13,109-100%$687.0K———
Stratos Wealth Partners, Ltd.
N/A—13,069-13,069-100%$685.0K———
Betterment LLC
N/A—12,848-12,848-100%$673.0K———
Sandhill Capital Partners LLC
N/A—12,765-12,765-100%$669.0K———
Sequoia Financial Advisors, LLC
N/A—12,279-12,279-100%$643.5K———
Alpha Financial Partners LLC
N/A—12,187-12,187-100%$638.7K———
BankPlus Trust Department
N/A—12,066-12,066-100%$632.4K———
EFG International AG
N/A—11,994-11,994-100%$628.6K———
Protective Life Corp
N/A—11,991-11,991-100%$628.4K———
Ameritas Advisory Services, LLC
N/A—11,911-11,911-100%$624.3K———
National Philanthropic Trust
N/A—11,638-11,638-100%$609.9K———
Rock Creek Group LLC
N/A—11,347-11,347-100%$594.7K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—11,343-11,343-100%$594.5K———
F/m Investments LLC
N/A—11,204-11,204-100%$587.2K———
Argent Trust Co
N/A—10,905-10,905-100%$571.5K———
Pacific Financial Group Inc
N/A—10,739-10,739-100%$562.8K———
Rothschild Wealth LLC
N/A—10,558-10,558-100%$553.3K———
Osprey Private Wealth LLC
N/A—10,500-10,500-100%$550.3K———
Level Four Advisory Services, LLC
N/A—10,443-10,443-100%$547.3K———
1492 Capital Management LLC
N/A—10,381-10,381-100%$544.1K———
Advyzon Investment Management, LLC
N/A—10,338-10,338-100%$541.8K———
First Manhattan Co. Llc.
N/A—10,170-10,170-100%$533.0K———
Essex Financial Services, Inc.
N/A—10,152-10,152-100%$532.1K———
RWA Wealth Partners, LLC
N/A—9,642-9,642-100%$505.3K———
Clarendon Private LLC
N/A—9,613-9,613-100%$503.8K———
King Luther Capital Management Corp
N/A—9,500-9,500-100%$497.9K———
Invst, LLC
N/A—9,470-9,470-100%$496.3K———
Harbour Investments, Inc.
N/A—9,338-9,338-100%$489.4K———
Beaird Harris Wealth Management, LLC
N/A—9,248-9,248-100%$484.7K———
Wiregrass Investment Management LLC
N/A—9,200-9,200-100%$482.2K———
CFM Wealth Partners LLC
N/A—9,070-9,070-100%$475.4K———
Genesis Wealth Advisors, LLC
N/A—9,059-9,059-100%$474.8K———
Burling Wealth Partners, LLC
N/A—9,035-9,035-100%$473.5K———
Garrison Point Advisors, LLC
N/A—8,590-8,590-100%$450.2K———
Dana Investment Advisors, Inc.
N/A—8,569-8,569-100%$449.1K———
Mayflower Financial Advisors, LLC
N/A—8,463-8,463-100%$443.5K———
MetLife Investment Management, LLC
N/A—8,404-8,404-100%$440.5K———
American Financial Advisors, LLC
N/A—8,299-8,299-100%$435.0K———
Headinvest, LLC
N/A—8,271-8,271-100%$433.5K———
Proactive Wealth Strategies LLC
N/A—8,118-8,118-100%$425.6K———
Cornerstone Advisory, LLC
N/A—8,113-8,113-100%$425.2K———
Ceeto Capital Group, LLC
N/A—8,000-8,000-100%$419.0K———
Capital Analysts, LLC
N/A—7,988-7,988-100%$419.0K———
Bessemer Group Inc
N/A—7,699-7,699-100%$403.0K———
Cresset Asset Management, LLC
N/A—7,680-7,680-100%$402.5K———
Merit Financial Group, LLC
N/A—7,653-7,653-100%$401.1K———
Boyd Watterson Asset Management LLC
N/A—7,649-7,649-100%$400.9K———
Cape COD Five Cents Savings Bank
N/A—7,515-7,515-100%$393.9K———
Webster Bank, N. A.
N/A—7,381-7,381-100%$386.8K———
MA Private Wealth
N/A—7,371-7,371-100%$386.3K———
Octavia Wealth Advisors, LLC
N/A—7,326-7,326-100%$384.0K———
Choate Investment Advisors
N/A—7,234-7,234-100%$379.1K———
American Trust
N/A—7,228-7,228-100%$378.8K———
Panoramic Capital Partners, LLC
N/A—7,195-7,195-100%$377.1K———
Brookwood Investment Group LLC
N/A—6,944-6,944-100%$363.9K———
Highview Capital Management LLC
N/A—6,776-6,776-100%$355.1K———
Seascape Capital Management
N/A—6,560-6,560-100%$344.0K———
Intentional Wealth Strategies, LLC
N/A—6,272-6,272-100%$328.7K———
Peak Retirement Planning, Inc.
N/A—6,250-6,250-100%$327.6K———
Fortis Capital Advisors, LLC
N/A—6,194-6,194-100%$324.6K———
Cheviot Value Management, LLC
N/A—6,078-6,078-100%$318.5K———
Waterloo Capital, L.P.
N/A—6,070-6,070-100%$318.1K———
Kiley Juergens Wealth Management, LLC
N/A—5,907-5,907-100%$309.6K———
NewEdge Wealth, LLC
N/A—5,731-5,731-100%$300.4K———
Orleans Capital Management Corp
N/A—5,560-5,560-100%$291.4K———
Stonebridge Financial Planning Group, LLC
N/A—5,548-5,548-100%$290.8K———
Rialto Wealth Management, LLC
N/A—5,524-5,524-100%$289.5K———
TD Capital Management LLC
N/A—5,450-5,450-100%$285.6K———
West Michigan Advisors, LLC
N/A—5,306-5,306-100%$278.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,284-5,284-100%$276.9K———
Baldwin Investment Management, LLC
N/A—5,273-5,273-100%$276.4K———
Panoramic Investment Advisors, LLC
N/A—5,208-5,208-100%$272.9K———
Front Row Advisors LLC
N/A—5,193-5,193-100%$270.4K———
Disciplined Investments, LLC
N/A—5,086-5,086-100%$266.6K———
Gateway Wealth Partners, LLC
N/A—5,063-5,063-100%$265.4K———
Synergy Investment Management, LLC
N/A—5,003-5,003-100%$260.9K———
Black Maple Capital Management LP
N/A—5,000-5,000-100%$262.1K———
Integrated Investment Consultants, LLC
N/A—4,988-4,988-100%$261.4K———
ST Germain D J Co Inc
N/A—4,964-4,964-100%$260.2K———
Wick Capital Partners, LLC
N/A—4,962-4,962-100%$260.1K———
New World Advisors LLC
N/A—4,956-4,956-100%$259.7K———
Gallagher Fiduciary Advisors, LLC
N/A—4,923-4,923-100%$258.0K———
Independent Advisor Alliance
N/A—4,883-4,883-100%$255.9K———
Vermillion & White Wealth Management Group, LLC
N/A—4,851-4,851-100%$254.2K———
Ancora Advisors LLCA
N/A—4,735-4,735-100%$248.2K———
D. E. Shaw & Co., Inc.
N/A—4,700-4,700-100%$246.3K———
Foundations Investment Advisors, LLC
N/A—4,629-4,629-100%$242.6K———
PCG Wealth Advisors, LLC
N/A—4,575-4,575-100%$239.8K———
FourThought Financial Partners, LLC
N/A—4,531-4,531-100%$237.5K———
Allworth Financial LP
N/A—4,437-4,437-100%$232.6K———
Compton Financial Group, LLC
N/A—4,416-4,416-100%$231.4K———
Valmark Advisers, Inc.
N/A—4,391-4,391-100%$230.1K———
Ponta Wealth Partners, LLC
N/A—4,353-4,353-100%$228.1K———
AQR Capital Management LLC
N/A—4,201-4,201-100%$220.2K———
Hexagon Capital Partners LLC
N/A—4,165-4,165-100%$218.3K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—4,150-4,150-100%$217.5K———
Avise Financial Cooperative, Inc.
N/A—4,073-4,073-100%$213.5K———
One Wealth Management Investment & Advisory Services, LLC
N/A—4,041-4,041-100%$211.8K———
Fisher Asset Management, LLC
N/A—4,039-4,039-100%$211.7K———
Legacy Capital Group California, Inc.
N/A—4,013-4,013-100%$210.3K———
M&T Bank Corp
N/A—3,952-3,952-100%$207.1K———
Forum Finance Group S.A.
N/A—3,912-3,912-100%$166———
JT Stratford LLC
N/A—3,851-3,851-100%$201.8K———
Sunflower Bank, N.A.
N/A—3,830-3,830-100%$200.7K———
Centaurus Financial, Inc.
N/A—3,787-3,787-100%$198.0K———
Alaska Permanent Capital Management, LLC
N/A—3,750-3,750-100%$196.5K———
Ameritas Investment Partners, Inc.
N/A—3,325-3,325-100%$174.2K———
Bogart Wealth, LLC
N/A—3,239-3,239-100%$169.8K———
Continuum Advisory, LLC
N/A—3,185-3,185-100%$166.9K———
Crews Bank & Trust
N/A—2,871-2,871-100%$150.5K———
Johnson Financial Group, Inc.
N/A—2,862-2,862-100%$150.0K———
Logan Capital Management Inc
N/A—2,699-2,699-100%$141.5K———
Highland Investment Advisors LLC
N/A—2,695-2,695-100%$141.2K———
Cardiff Park Advisors, LLC
N/A—2,578-2,578-100%$135.1K———
CVA Family Office, LLC
N/A—2,499-2,499-100%$131.0K———
Wellington-Altus USA Inc.
N/A—2,404-2,404-100%$126.4K———
Ameriflex Group, Inc.
N/A—2,268-2,268-100%$118.9K———
Colonial Trust Co / SC
N/A—2,132-2,132-100%$111.7K———
South Plains Financial, Inc.
N/A—2,080-2,080-100%$109.0K———
Central Trust Co
N/A—2,010-2,010-100%$105.3K———
Steigerwald, Gordon & Koch Inc.
N/A—1,952-1,952-100%$102.3K———
BFC Planning, Inc.
N/A—1,843-1,843-100%$96.6K———
Colonial Trust Advisors
N/A—1,829-1,829-100%$95.9K———
Godfrey Financial Associates, Inc.
N/A—1,824-1,824-100%$95.6K———
Park Place Capital Corp
N/A—1,280-1,280-100%$67.1K———
Atlantic Union Bankshares Corp
N/A—1,182-1,182-100%$62.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,174-1,174-100%$61.5K———
Bard Associates Inc
N/A—1,174-1,174-100%$61.5K———
Federation des caisses Desjardins du Quebec
N/A—1,089-1,089-100%$57.1K———
Mpwm Advisory Solutions, LLC
N/A—1,016-1,016-100%$53.2K———
N.E.W. Advisory Services LLC
N/A—997-997-100%$52.3K———
Tower Research Capital LLC (TRC)
N/A—985-985-100%$51.6K———
Purpose Unlimited Inc.
N/A—975-975-100%$52.0K———
Tidemark, LLC
N/A—948-948-100%$49.7K———
SHP Wealth Management
N/A—884-884-100%$46.3K———
PlanVest Financial, Inc
N/A—881-881-100%$46.2K———
Darwin Wealth Management, LLC
N/A—860-860-100%$45.1K———
Migdal Insurance & Financial Holdings Ltd.
N/A—821-821-100%$43.0K———
FAS Wealth Partners, Inc.
N/A—800-800-100%$41.9K———
Copia Wealth Management
N/A—740-740-100%$38.8K———
Caldwell Sutter Capital, Inc.
N/A—682-682-100%$35.7K———
Aventura Private Wealth, LLC
N/A—649-649-100%$34.0K———
Westfuller Advisors, LLC
N/A—627-627-100%$32.9K———
Oxford Financial Group, Ltd. LLC
N/A—555-555-100%$29.1K———
Hantz Financial Services, Inc.
N/A—546-546-100%$29———
Boreal Capital Management LLC
N/A—501-501-100%$26.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—500-500-100%$26.2K———
Three Bearings Fiduciary Advisors, Inc.
N/A—440-440-100%$23.1K———
Medallion Wealth Advisors, LLC
N/A—336-336-100%$17.6K———
Founders Financial Alliance, LLC
N/A—334-334-100%$17.5K———
Dogwood Wealth Management LLC
N/A—318-318-100%$16.7K———
FWL Investment Management, LLC
N/A—265-265-100%$13.9K———
Silicon Valley Capital Partners
N/A—239-239-100%$12.5K———
Vanguard Advisers Inc
N/A—179-179-100%$9.4K———
Alerus Financial NA
N/A—156-156-100%$8.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—137-137-100%$7.2K———
Caitlin John, LLC
N/A—100-100-100%$5.2K———
Vision Retirement, LLC
N/A—100-100-100%$5.2K———
CNB Bank
N/A—69-69-100%$3.6K———
Lummis Asset Management, LP
N/A—55-55-100%$2.9K———
LRI Investments, LLC
N/A—49-49-100%$2.6K———
Bellevue Asset Management, LLC
N/A—43-43-100%$2.3K———
Cornerstone Financial Management LLC
N/A—41-41-100%$2.1K———
Dunhill Financial, LLC
N/A—12-12-100%$628———
Barclays PLC
N/A—1-1-100%$52———
Private Wealth Asset Management, LLC
N/A—00—$1———
Showing 1075 of 1075 institutions