Ishares Silver Trust (SLV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares7,741,739 from 7,671,722

Change+70,017 (+1%)

Value$422.0M (+$11.8M)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares985,391 from 1,059,250

Change-73,859 (-7%)

Value$53.7M (-$2.9M)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares806,078 from 847,219

Change-41,141 (-5%)

Value$43.9K (-$45.3M)

Filed 2026-11-02

Barclays PLC

DECREASED

Shares769,148 from 1,124,486

Change-355,338 (-32%)

Value$41.9M (-$18.2M)

Filed 2026-11-06

Truist Financial Corp

DECREASED

Shares672,277 from 722,058

Change-49,781 (-7%)

Value$36.6M (-$2.0M)

Filed 2026-10-30

Verde Servicos Internacionais S.A.

UNCHANGED

Shares584,327 from 584,327

Change0 (0%)

Value$31.9K (-$31.2M)

Filed 2026-10-26

Richard C. Young & Co., Ltd.

DECREASED

Shares567,934 from 580,758

Change-12,824 (-2%)

Value$31.0M (-$95.1K)

Filed 2026-11-04

Citigroup Inc

INCREASED

Shares511,981 from 413,603

Change+98,378 (+24%)

Value$27.9M (+$5.8M)

Filed 2026-11-04

Kestra Advisory Services, LLC

INCREASED

Shares435,831 from 377,480

Change+58,351 (+15%)

Value$23.8M (+$3.6M)

Filed 2026-11-02

New Harbor Financial Group, LLC

INCREASED

Shares373,453 from 355,214

Change+18,239 (+5%)

Value$20.4M (+$1.4M)

Filed 2026-10-22

PNC Financial Services Group, Inc.

INCREASED

Shares349,270 from 348,676

Change+594 (+0%)

Value$19.0M (+$395.0K)

Filed 2026-11-06

TD Waterhouse Canada Inc.

INCREASED

Shares342,170 from 337,243

Change+4,927 (+1%)

Value$18.9M (+$771.9K)

Filed 2026-10-16

Briaud Financial Planning Inc

INCREASED

Shares340,471 from 335,142

Change+5,329 (+2%)

Value$18.6M (+$641.7K)

Filed 2026-10-20

AMG National Trust Bank

INCREASED

Shares334,334 from 334,063

Change+271 (+0%)

Value$18.2M (+$362.2K)

Filed 2026-11-05

RIA Advisory Group LLC

INCREASED

Shares285,306 from 281,345

Change+3,961 (+1%)

Value$15.6M (+$508.5K)

Filed 2026-10-15

Walser Wealth Management Company, A Ltd Liability Co

DECREASED

Shares281,042 from 303,186

Change-22,144 (-7%)

Value$15.3M (-$891.8K)

Filed 2026-10-15

RED Cedar Investment Management, LLC

INCREASED

Shares274,125 from 265,472

Change+8,653 (+3%)

Value$14.9M (+$747.8K)

Filed 2026-11-04

Creative Planning

INCREASED

Shares266,733 from 249,941

Change+16,792 (+7%)

Value$14.5M (+$1.2M)

Filed 2026-11-02

TSP Capital Management Group, LLC

DECREASED

Shares263,925 from 264,925

Change-1,000 (0%)

Value$14.4M (+$221.0K)

Filed 2026-10-15

Mirae Asset Global Investments Co., Ltd.

INCREASED

Shares261,178 from 237,278

Change+23,900 (+10%)

Value$14.2M (+$1.5M)

Filed 2026-11-03

Globalt Investments LLC / GA

DECREASED

Shares221,060 from 227,302

Change-6,242 (-3%)

Value$12.0M (-$103.9K)

Filed 2026-10-27

Florida Trust Wealth Management Co

INCREASED

Shares220,235 from 210,843

Change+9,392 (+4%)

Value$12.0M (+$731.2K)

Filed 2026-11-05

Caliber Wealth Management, LLC / KS

DECREASED

Shares218,569 from 222,828

Change-4,259 (-2%)

Value$11.9M (-$417)

Filed 2026-11-04

Forest Hill Capital, LLC

UNCHANGED

Shares212,000 from 212,000

Change0 (0%)

Value$11.6M (+$220.5K)

Filed 2026-11-05

Bank of New York Mellon Corp

INCREASED

Shares207,645 from 199,317

Change+8,328 (+4%)

Value$11.3M (+$661.2K)

Filed 2026-11-05

Oppenheimer & Co Inc

DECREASED

Shares203,378 from 221,861

Change-18,483 (-8%)

Value$11.1M (-$776.8K)

Filed 2026-10-26

Meridian Wealth Management, LLC

INCREASED

Shares201,827 from 200,770

Change+1,057 (+1%)

Value$11.0M (+$266.4K)

Filed 2026-11-05

Krilogy Financial LLC

INCREASED

Shares201,515 from 7,949

Change+193,566 (+2435%)

Value$11.0M (+$10.5M)

Filed 2026-10-13

Augustine Asset Management Inc

DECREASED

Shares199,179 from 199,997

Change-818 (0%)

Value$10.9M (+$163.4K)

Filed 2026-10-13

Fifth Third Bancorp

DECREASED

Shares199,076 from 214,575

Change-15,499 (-7%)

Value$10.9M (-$621.7K)

Filed 2026-11-05

Independent Financial Group, LLC

DECREASED

Shares197,218 from 209,657

Change-12,439 (-6%)

Value$10.8M (-$460.0K)

Filed 2026-10-13

MacKenzie Financial Corp

DECREASED

Shares183,354 from 184,786

Change-1,432 (-1%)

Value$10.0M (+$114.1K)

Filed 2026-11-02

Wealthcare Advisory Partners LLC

INCREASED

Shares179,642 from 178,186

Change+1,456 (+1%)

Value$9.8M (+$264.7K)

Filed 2026-10-21

Corecam Pte. Ltd.

INCREASED

Shares174,490 from 171,270

Change+3,220 (+2%)

Value$9.5M (+$353.6K)

Filed 2026-10-23

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares174,139 from 150,173

Change+23,966 (+16%)

Value$9.3M (+$1.2M)

Filed 2026-10-13

D.A. Davidson & Co.

INCREASED

Shares171,536 from 169,551

Change+1,985 (+1%)

Value$9.4M (+$284.5K)

Filed 2026-10-28

Cypress Capital Group

DECREASED

Shares166,133 from 166,217

Change-84 (0%)

Value$9.1M (+$168.3K)

Filed 2026-11-03

Arnhold LLC

UNCHANGED

Shares164,060 from 164,060

Change0 (0%)

Value$8.9M (+$170.6K)

Filed 2026-10-26

Twelve Points Wealth Management LLC

INCREASED

Shares156,900 from 142,459

Change+14,441 (+10%)

Value$7.0M (-$619.5K)

Filed 2026-11-03

Sigma Planning Corp

DECREASED

Shares143,566 from 158,908

Change-15,342 (-10%)

Value$7.8M (-$740.9K)

Filed 2026-10-23

Point Nemo Capital, LLC

NEW

Shares141,720

Change+141,720

Value$7.7M

Filed 2026-11-03

McAlvany Wealth Management LLC

INCREASED

Shares141,649 from 136,523

Change+5,126 (+4%)

Value$7.7M (+$421.4K)

Filed 2026-10-29

Brookstone Capital Management

DECREASED

Shares137,761 from 150,158

Change-12,397 (-8%)

Value$7.5M (-$519.6K)

Filed 2026-10-22

J.W. Cole Advisors, Inc.

DECREASED

Shares133,855 from 146,382

Change-12,527 (-9%)

Value$7.3M (-$530.6K)

Filed 2026-11-05

CoreCap Advisors, LLC

DECREASED

Shares133,578 from 142,740

Change-9,162 (-6%)

Value$7.3M (-$350.9K)

Filed 2026-10-08

SBI Securities Co., Ltd.

DECREASED

Shares125,652 from 128,500

Change-2,848 (-2%)

Value$6.8M (-$21.6K)

Filed 2026-10-22

Grand Central Investment Group

DECREASED

Shares123,423 from 123,794

Change-371 (0%)

Value$6.7M (+$108.5K)

Filed 2026-11-02

Canton Hathaway, LLC

DECREASED

Shares117,915 from 118,237

Change-322 (0%)

Value$6.4M (+$105.4K)

Filed 2026-10-23

Concurrent Investment Advisors, LLC

INCREASED

Shares117,687 from 102,777

Change+14,910 (+15%)

Value$6.4M (+$919.7K)

Filed 2026-10-16

HUB Investment Partners, LLC

INCREASED

Shares114,919 from 81,746

Change+33,173 (+41%)

Value$6.3M (+$1.9M)

Filed 2026-11-03

Elevation Point Wealth Partners, LLC

INCREASED

Shares113,734 from 113,292

Change+442 (+0%)

Value$6.2M (+$141.9K)

Filed 2026-11-05

Sugar Maple Asset Management, LLC

INCREASED

Shares113,589 from 113,239

Change+350 (+0%)

Value$6.2M (+$136.8K)

Filed 2026-10-13

ARS Wealth Advisors Group, LLC

INCREASED

Shares113,538 from 89,079

Change+24,459 (+27%)

Value$6.2M (+$1.4M)

Filed 2026-10-16

MGO One Seven LLC

INCREASED

Shares109,518 from 108,768

Change+750 (+1%)

Value$6.0M (+$154.0K)

Filed 2026-10-28

NTV Asset Management LLC

DECREASED

Shares107,240 from 109,670

Change-2,430 (-2%)

Value$5.8M (-$18.4K)

Filed 2026-10-23

Nations Financial Group Inc,

INCREASED

Shares105,839 from 105,199

Change+640 (+1%)

Value$5.8M (+$144.3K)

Filed 2026-11-05

US Bancorp \de\

INCREASED

Shares104,584 from 103,387

Change+1,197 (+1%)

Value$5.7M (+$172.8K)

Filed 2026-11-05

Corecam AG

DECREASED

Shares104,150 from 105,050

Change-900 (-1%)

Value$5.7M (+$60.2K)

Filed 2026-10-29

Carota Wealth Management

NEW

Shares103,188

Change+103,188

Value$5.6M

Filed 2026-11-03

IronBridge Private Wealth, LLC

INCREASED

Shares102,318 from 86,692

Change+15,626 (+18%)

Value$5.6M (+$941.9K)

Filed 2026-11-03

Carrera Capital Advisors

DECREASED

Shares101,503 from 112,995

Change-11,492 (-10%)

Value$5.5M (-$508.9K)

Filed 2026-11-03

Encompass More Asset Management

DECREASED

Shares101,270 from 135,025

Change-33,755 (-25%)

Value$5.5M (-$1.7M)

Filed 2026-10-16

Lido Advisors, LLC

DECREASED

Shares100,907 from 106,162

Change-5,255 (-5%)

Value$5.5M (-$176.0K)

Filed 2026-11-04

Sovran Advisors, LLC

DECREASED

Shares100,740 from 101,916

Change-1,176 (-1%)

Value$4.8M (-$506.1K)

Filed 2026-11-02

AGP Franklin, LLC

INCREASED

Shares100,596 from 99,609

Change+987 (+1%)

Value$5.5M (+$157.4K)

Filed 2026-11-04

Pettinga Financial Advisors LLC

DECREASED

Shares100,361 from 101,817

Change-1,456 (-1%)

Value$5.5M (+$26.5K)

Filed 2026-10-13

Prospera Financial Services Inc

DECREASED

Shares99,063 from 103,278

Change-4,215 (-4%)

Value$4.4M (-$1.1M)

Filed 2026-11-04

Lesa Sroufe & Co

DECREASED

Shares98,875 from 99,461

Change-586 (-1%)

Value$5.4K (-$5.3M)

Filed 2026-10-29

Kestra Private Wealth Services, LLC

INCREASED

Shares98,060 from 74,348

Change+23,712 (+32%)

Value$5.3M (+$1.4M)

Filed 2026-11-06

Fifth Third Securities, Inc.

DECREASED

Shares96,955 from 103,421

Change-6,466 (-6%)

Value$5.3M (-$244.9K)

Filed 2026-10-21

Simplex Trading, LLC

INCREASED

Shares96,534 from 59,816

Change+36,718 (+61%)

Value$5.3M (+$2.1M)

Filed 2026-11-04

Jamison Private Wealth Management, Inc.

DECREASED

Shares95,921 from 96,059

Change-138 (0%)

Value$5.2M (+$92.4K)

Filed 2026-10-14

Assetmark, Inc

INCREASED

Shares95,744 from 80,040

Change+15,704 (+20%)

Value$5.2M (+$939.3K)

Filed 2026-10-21

Independent Wealth Network Inc.

DECREASED

Shares95,321 from 96,621

Change-1,300 (-1%)

Value$5.2M (+$29.6K)

Filed 2026-10-19

RM Financial Services, LLC

DECREASED

Shares94,137 from 94,142

Change-5 (0%)

Value$5.1M (+$97.6K)

Filed 2026-11-03

Allworth Financial LP

INCREASED

Shares92,107 from 69,276

Change+22,831 (+33%)

Value$4.9M (+$1.2M)

Filed 2026-11-06

Parallel Advisors, LLC

INCREASED

Shares91,787 from 30,981

Change+60,806 (+196%)

Value$5.0M (+$3.3M)

Filed 2026-11-03

Synergy Asset Management, LLC

INCREASED

Shares91,072 from 3,889

Change+87,183 (+2242%)

Value$5.0M (+$4.8M)

Filed 2026-11-05

Nkcfo LLC

UNCHANGED

Shares89,125 from 89,125

Change0 (0%)

Value$4.9M (+$92.0K)

Filed 2026-11-04

Bfsg, LLC

DECREASED

Shares88,913 from 95,561

Change-6,648 (-7%)

Value$4.8M (-$263.0K)

Filed 2026-10-30

James Investment Research, Inc.

DECREASED

Shares88,232 from 88,485

Change-253 (0%)

Value$4.8M (+$78.2K)

Filed 2026-10-22

Innovative Advisory Group, LLC

DECREASED

Shares88,224 from 91,046

Change-2,822 (-3%)

Value$4.8M (-$59.1K)

Filed 2026-10-13

EverSource Wealth Advisors, LLC

INCREASED

Shares87,359 from 83,287

Change+4,072 (+5%)

Value$4.8M (+$308.6K)

Filed 2026-11-04

Evanson Financial, LLC

DECREASED

Shares85,814 from 89,654

Change-3,840 (-4%)

Value$4.7M (-$116.1K)

Filed 2026-10-23

Cornerstone Wealth Management, LLC

INCREASED

Shares85,592 from 84,569

Change+1,023 (+1%)

Value$4.7M (+$143.7K)

Filed 2026-11-04

Investment Partners, Ltd.

INCREASED

Shares85,460 from 43,665

Change+41,795 (+96%)

Value$4.7M (+$2.3M)

Filed 2026-10-29

Seven Post Investment Office LP

DECREASED

Shares85,156 from 125,061

Change-39,905 (-32%)

Value$4.6M (-$2.0M)

Filed 2026-10-26

Clearstead Advisors, LLC

INCREASED

Shares84,196 from 81,720

Change+2,476 (+3%)

Value$4.6M (+$220.0K)

Filed 2026-11-06

Belvedere Trading LLC

NEW

Shares84,079

Change+84,079

Value$4.6M

Filed 2026-11-05

Sowell Financial Services LLC

INCREASED

Shares83,526 from 77,748

Change+5,778 (+7%)

Value$4.6M (+$395.9K)

Filed 2026-10-23

RFG Advisory, LLC

INCREASED

Shares83,299 from 78,381

Change+4,918 (+6%)

Value$4.5M (+$349.6K)

Filed 2026-11-03

HB Wealth Management, LLC

INCREASED

Shares82,162 from 75,591

Change+6,571 (+9%)

Value$4.5M (+$436.8K)

Filed 2026-10-23

Lake Hills Wealth Management, LLC

INCREASED

Shares81,945 from 52,376

Change+29,569 (+56%)

Value$4.5M (+$1.7M)

Filed 2026-10-07

Ashton Thomas Private Wealth, LLC

INCREASED

Shares81,491 from 24,360

Change+57,131 (+235%)

Value$4.4M (+$3.1M)

Filed 2026-11-03

Davenport & Co LLC

DECREASED

Shares81,029 from 82,272

Change-1,243 (-2%)

Value$4.4M (+$17.8K)

Filed 2026-10-14

Farther Finance Advisors, LLC

INCREASED

Shares79,298 from 75,635

Change+3,663 (+5%)

Value$4.3M (+$278.3K)

Filed 2026-10-08

Apollon Wealth Management, LLC

INCREASED

Shares78,975 from 76,067

Change+2,908 (+4%)

Value$4.3M (+$237.6K)

Filed 2026-10-23

ROI Financial Advisors, LLC

DECREASED

Shares78,907 from 79,704

Change-797 (-1%)

Value$4.3M (+$39.4K)

Filed 2026-10-19

Eagle Strategies LLC

INCREASED

Shares78,030 from 77,701

Change+329 (+0%)

Value$4.3M (+$98.7K)

Filed 2026-10-16

Midwest Trust Co

INCREASED

Shares72,832 from 68,657

Change+4,175 (+6%)

Value$4.0M (+$299.0K)

Filed 2026-10-22

Sicart Associates LLC

DECREASED

Shares71,112 from 71,180

Change-68 (0%)

Value$3.7M (-$143.0K)

Filed 2026-10-29

Benin Management Corp

UNCHANGED

Shares70,735 from 70,735

Change0 (0%)

Value$3.9M (+$73.6K)

Filed 2026-10-22

Avalon Capital Management

INCREASED

Shares67,386 from 50,646

Change+16,740 (+33%)

Value$3.7M (+$965.2K)

Filed 2026-11-04

GK Wealth Management LLC

DECREASED

Shares66,788 from 85,355

Change-18,567 (-22%)

Value$3.6M (-$923.3K)

Filed 2026-10-09

O'Domhnaill Enterprises, Inc.

DECREASED

Shares65,791 from 78,899

Change-13,108 (-17%)

Value$3.6M (-$632.5K)

Filed 2026-10-29

Robertson Stephens Wealth Management, LLC

INCREASED

Shares64,773 from 64,676

Change+97 (+0%)

Value$3.5M (+$72.6K)

Filed 2026-10-16

Merit Financial Group, LLC

INCREASED

Shares63,722 from 57,468

Change+6,254 (+11%)

Value$3.5M (+$400.7K)

Filed 2026-11-06

Dynamic Advisor Solutions LLC

DECREASED

Shares63,638 from 65,211

Change-1,573 (-2%)

Value$3.5M (-$17.9K)

Filed 2026-10-13

Inspire Trust Co, N.A.

INCREASED

Shares63,500 from 56,500

Change+7,000 (+12%)

Value$3.5M (+$440.3K)

Filed 2026-11-05

Tucker Asset Management LLC

INCREASED

Shares62,513 from 58,043

Change+4,470 (+8%)

Value$3.4M (+$304.0K)

Filed 2026-10-29

Econ Financial Services Corp

NEW

Shares62,421

Change+62,421

Value$3.4M

Filed 2026-10-19

GFS Advisors, LLC

INCREASED

Shares62,014 from 55,989

Change+6,025 (+11%)

Value$3.4M (+$3.3M)

Filed 2026-11-03

Money Concepts Capital Corp

DECREASED

Shares61,510 from 63,057

Change-1,547 (-2%)

Value$3.4M (-$18.7K)

Filed 2026-11-06

Natixis

DECREASED

Shares61,319 from 68,196

Change-6,877 (-10%)

Value$3.3M (-$303.9K)

Filed 2026-11-06

Bath Savings Trust Co

DECREASED

Shares60,935 from 65,035

Change-4,100 (-6%)

Value$3.3M (-$155.9K)

Filed 2026-10-07

Mirador Capital Partners LP

INCREASED

Shares60,581 from 5,384

Change+55,197 (+1025%)

Value$3.3M (+$3.0M)

Filed 2026-10-09

B. Riley Wealth Advisors, Inc.

INCREASED

Shares60,051 from 52,416

Change+7,635 (+15%)

Value$3.3M (+$512.1K)

Filed 2026-10-13

Level Four Advisory Services, LLC

DECREASED

Shares58,659 from 108,054

Change-49,395 (-46%)

Value$3.2M (-$2.6M)

Filed 2026-11-06

Associated Banc-Corp

DECREASED

Shares56,552 from 60,744

Change-4,192 (-7%)

Value$3.1M (-$165.3K)

Filed 2026-10-30

Thrivent Financial for Lutherans

INCREASED

Shares56,046 from 51,043

Change+5,003 (+10%)

Value$3.1M (+$330.0K)

Filed 2026-11-05

M Holdings Securities, Inc.

INCREASED

Shares54,957 from 54,367

Change+590 (+1%)

Value$2.6K (-$2.9M)

Filed 2026-11-03

Vontobel Holding Ltd.

DECREASED

Shares54,845 from 115,634

Change-60,789 (-53%)

Value$3.0M (-$3.2M)

Filed 2026-10-16

Sapient Capital LLC

UNCHANGED

Shares54,367 from 54,367

Change0 (0%)

Value$3.0M (+$56.5K)

Filed 2026-10-08

AGF Management LTD

NEW

Shares53,188

Change+53,188

Value$2.9M

Filed 2026-11-03

OpenArc Corporate Advisory, LLC

INCREASED

Shares53,112 from 48,858

Change+4,254 (+9%)

Value$2.9M (+$282.7K)

Filed 2026-10-21

Banque Pictet & CIE SA

INCREASED

Shares51,589 from 5,615

Change+45,974 (+819%)

Value$2.8M (+$2.5M)

Filed 2026-10-16

Cadent Capital Advisors, LLC

DECREASED

Shares51,421 from 56,709

Change-5,288 (-9%)

Value$2.8M (-$229.3K)

Filed 2026-10-09

Central Trust Co

DECREASED

Shares51,392 from 51,747

Change-355 (-1%)

Value$2.8M (+$34.5K)

Filed 2026-11-05

Atria Investments, Inc

INCREASED

Shares50,448 from 49,690

Change+758 (+2%)

Value$2.7M (+$93.0K)

Filed 2026-10-15

Wedbush Securities Inc

INCREASED

Shares49,756 from 47,110

Change+2,646 (+6%)

Value$2.7K (-$2.5M)

Filed 2026-10-22

AlphaStar Capital Management, LLC

DECREASED

Shares49,574 from 54,955

Change-5,381 (-10%)

Value$2.7M (-$236.2K)

Filed 2026-10-16

Barnes Dennig Private Wealth Management LLC

DECREASED

Shares47,204 from 56,796

Change-9,592 (-17%)

Value$2.6M (-$463.8K)

Filed 2026-10-30

Well Done, LLC

INCREASED

Shares45,438 from 45,420

Change+18 (+0%)

Value$2.5M (+$48.2K)

Filed 2026-10-20

Hillcrest Wealth Advisors - NY, LLC

INCREASED

Shares45,340 from 38,365

Change+6,975 (+18%)

Value$2.5M (+$420.1K)

Filed 2026-10-22

Moors & Cabot, Inc.

DECREASED

Shares45,292 from 53,045

Change-7,753 (-15%)

Value$2.5M (-$367.4K)

Filed 2026-11-06

Blue Trust, Inc.

DECREASED

Shares44,404 from 46,798

Change-2,394 (-5%)

Value$2.4M (-$81.8K)

Filed 2026-10-15

Perigon Wealth Management, LLC

DECREASED

Shares44,308 from 53,754

Change-9,446 (-18%)

Value$2.4M (-$459.0K)

Filed 2026-10-22

Axxcess Wealth Management, LLC

DECREASED

Shares44,306 from 88,131

Change-43,825 (-50%)

Value$2.4M (-$2.3M)

Filed 2026-10-21

Revisor Wealth Management LLC

INCREASED

Shares44,206 from 43,836

Change+370 (+1%)

Value$2.3M (-$1.1K)

Filed 2026-10-20

Centennial Wealth Advisory LLC

DECREASED

Shares44,183 from 44,405

Change-222 (0%)

Value$2.4M (+$34.1K)

Filed 2026-10-16

Acorn Wealth Advisors, LLC

INCREASED

Shares44,121 from 42,040

Change+2,081 (+5%)

Value$2.4M (+$157.2K)

Filed 2026-10-19

IFP Advisors, Inc

INCREASED

Shares43,709 from 35,315

Change+8,394 (+24%)

Value$2.4M (+$494.3K)

Filed 2026-10-16

Independent Wealth Advisors LLC

INCREASED

Shares43,087 from 42,810

Change+277 (+1%)

Value$2.3M (+$59.6K)

Filed 2026-10-27

truNorth Financial Services, Inc.

INCREASED

Shares42,512 from 42,395

Change+117 (+0%)

Value$2.3M (+$50.5K)

Filed 2026-11-06

Choreo, LLC

INCREASED

Shares41,467 from 38,155

Change+3,312 (+9%)

Value$2.3M (+$220.5K)

Filed 2026-10-28

Flagship Harbor Advisors, LLC

INCREASED

Shares41,218 from 38,422

Change+2,796 (+7%)

Value$2.2M (+$192.4K)

Filed 2026-10-26

Patten Group, Inc.

INCREASED

Shares40,802 from 37,699

Change+3,103 (+8%)

Value$2.2M (+$208.4K)

Filed 2026-10-26

Strategic Blueprint, LLC

DECREASED

Shares40,177 from 40,315

Change-138 (0%)

Value$2.2M (+$34.4K)

Filed 2026-10-22

Golden State Wealth Management, LLC

INCREASED

Shares40,029 from 32,929

Change+7,100 (+22%)

Value$2.2M (+$421.3K)

Filed 2026-11-02

DCF Advisers, LLC

UNCHANGED

Shares40,000 from 40,000

Change0 (0%)

Value$2.2M (+$41.6K)

Filed 2026-11-04

Quaker Wealth Management, LLC

INCREASED

Shares39,955 from 948

Change+39,007 (+4115%)

Value$2.2M (+$2.1M)

Filed 2026-10-22

Park Avenue Securities LLC

INCREASED

Shares39,939 from 39,436

Change+503 (+1%)

Value$2.2K (-$2.1M)

Filed 2026-10-26

Mezzasalma Advisors, LLC

DECREASED

Shares39,499 from 40,223

Change-724 (-2%)

Value$2.2M (+$2.4K)

Filed 2026-10-14

Vestor Capital, LLC

INCREASED

Shares39,457 from 1,822

Change+37,635 (+2066%)

Value$8.0K (+$8.0K)

Filed 2026-11-04

Mccarter Private Wealth Services LLC

UNCHANGED

Shares39,250 from 39,250

Change0 (0%)

Value$2.1M (+$40.8K)

Filed 2026-10-22

Everest Financial Group LLC

INCREASED

Shares39,144 from 13,242

Change+25,902 (+196%)

Value$2.1M (+$1.4M)

Filed 2026-11-06

Robinson Value Management, Ltd.

DECREASED

Shares38,849 from 39,612

Change-763 (-2%)

Value$2.1M (-$395)

Filed 2026-10-20

Kingswood Wealth Advisors, LLC

INCREASED

Shares38,602 from 35,109

Change+3,493 (+10%)

Value$2.1M (+$226.9K)

Filed 2026-10-23

Capstone Wealth Management Group, Inc.

DECREASED

Shares38,170 from 41,620

Change-3,450 (-8%)

Value$2.1M (-$144.8K)

Filed 2026-10-19

WealthCare Investment Partners, LLC

DECREASED

Shares38,056 from 50,375

Change-12,319 (-24%)

Value$2.1M (-$619.1K)

Filed 2026-11-05

Keybank National Association

INCREASED

Shares37,989 from 30,740

Change+7,249 (+24%)

Value$2.1M (+$427.1K)

Filed 2026-11-04

J. Safra Sarasin Holding AG

DECREASED

Shares37,837 from 38,686

Change-849 (-2%)

Value$2.2M (-$15.3K)

Filed 2026-10-26

Wealth Quarterback LLC

INCREASED

Shares37,454 from 36,088

Change+1,366 (+4%)

Value$2.0M (+$112.0K)

Filed 2026-10-20

Williams & Novak Wealth Management, LLC

INCREASED

Shares37,150 from 37,100

Change+50 (+0%)

Value$2.0M (+$41.3K)

Filed 2026-10-09

Linden Thomas Advisory Services, LLC

INCREASED

Shares37,125 from 35,837

Change+1,288 (+4%)

Value$2.0M (+$107.5K)

Filed 2026-10-19

Royal Palms Capital LLC

DECREASED

Shares36,718 from 37,368

Change-650 (-2%)

Value$2.0M (+$3.4K)

Filed 2026-10-23

Prime Capital Investment Advisors, LLC

DECREASED

Shares36,710 from 37,142

Change-432 (-1%)

Value$2.0M (+$15.1K)

Filed 2026-10-20

Violich Capital Management, Inc.

INCREASED

Shares36,610 from 35,510

Change+1,100 (+3%)

Value$2.0M (+$96.9K)

Filed 2026-10-05

Discipline Wealth Solutions, LLC

DECREASED

Shares36,523 from 37,750

Change-1,227 (-3%)

Value$2.0M (-$27.6K)

Filed 2026-10-14

Cushing Capital Partners, LLC

INCREASED

Shares36,301 from 34,353

Change+1,948 (+6%)

Value$2.0M (+$141.9K)

Filed 2026-10-20

National Wealth Management Group, LLC

DECREASED

Shares35,625 from 46,633

Change-11,008 (-24%)

Value$1.9M (-$551.6K)

Filed 2026-10-26

Symphony Financial, Ltd. Co.

DECREASED

Shares35,248 from 35,679

Change-431 (-1%)

Value$1.9M (+$57.9K)

Filed 2026-10-22

Hoey Investments, Inc

DECREASED

Shares34,006 from 34,775

Change-769 (-2%)

Value$1.9M (-$5.8K)

Filed 2026-10-29

Columbus Macro, LLC

INCREASED

Shares33,770 from 31,978

Change+1,792 (+6%)

Value$1.8M (+$130.9K)

Filed 2026-10-14

Plan Group Financial, LLC

INCREASED

Shares33,636 from 33,630

Change+6 (+0%)

Value$1.8M (-$45.1K)

Filed 2026-10-22

Moneco Advisors, LLC

DECREASED

Shares33,619 from 36,466

Change-2,847 (-8%)

Value$1.8M (-$117.3K)

Filed 2026-11-05

Pekin Hardy Strauss, Inc.

INCREASED

Shares33,480 from 33,305

Change+175 (+1%)

Value$1.8M (+$44.2K)

Filed 2026-11-02

Regions Financial Corp

INCREASED

Shares33,125 from 32,745

Change+380 (+1%)

Value$1.8M (+$54.8K)

Filed 2026-11-05

Praxis Capital Management LLC

UNCHANGED

Shares33,000 from 33,000

Change0 (0%)

Value$1.8M (+$34.3K)

Filed 2026-10-16

Focus Financial Network, Inc.

DECREASED

Shares32,747 from 33,549

Change-802 (-2%)

Value$1.8M (-$8.8K)

Filed 2026-10-14

SilverOak Wealth Management LLC

UNCHANGED

Shares32,681 from 32,681

Change0 (0%)

Value$1.8M (+$34.0K)

Filed 2026-10-29

VestGen Advisors, LLC

DECREASED

Shares32,392 from 47,183

Change-14,791 (-31%)

Value$1.8M (-$757.2K)

Filed 2026-10-27

Savant Capital, LLC

INCREASED

Shares31,538 from 22,085

Change+9,453 (+43%)

Value$1.7M (+$534.6K)

Filed 2026-11-06

First Command Advisory Services, Inc.

DECREASED

Shares31,299 from 40,804

Change-9,505 (-23%)

Value$1.7M (-$475.7K)

Filed 2026-11-05

Larson Financial Group LLC

INCREASED

Shares31,283 from 30,529

Change+754 (+2%)

Value$1.7M (+$72.9K)

Filed 2026-11-05

Parisi Gray Wealth Management

NEW

Shares31,183

Change+31,183

Value$1.7M

Filed 2026-10-16

Principal Financial Group Inc

UNCHANGED

Shares30,853 from 30,853

Change0 (0%)

Value$1.7M (+$32.1K)

Filed 2026-11-02

Bayshore Capital Advisors, LLC

INCREASED

Shares30,725 from 25,750

Change+4,975 (+19%)

Value$1.7M (+$298.0K)

Filed 2026-11-02

Elevatus Welath Management

NEW

Shares30,416

Change+30,416

Value$1.7M

Filed 2026-10-19

Bank Julius Baer & Co. Ltd, Zurich

INCREASED

Shares30,101 from 17,476

Change+12,625 (+72%)

Value$1.7M (+$745.1K)

Filed 2026-10-29

Moulton Wealth Management, Inc

INCREASED

Shares29,969 from 21,819

Change+8,150 (+37%)

Value$1.6M (+$463.9K)

Filed 2026-10-13

Vanguard Capital Wealth Advisors

INCREASED

Shares29,905 from 23,089

Change+6,816 (+30%)

Value$1.6M (+$395.6K)

Filed 2026-10-16

PFG Advisors

INCREASED

Shares29,654 from 23,860

Change+5,794 (+24%)

Value$1.6M (+$340.6K)

Filed 2026-10-16

Avior Wealth Management, LLC

DECREASED

Shares29,547 from 35,165

Change-5,618 (-16%)

Value$1.6M (-$269.7K)

Filed 2026-10-13

Abbington Investment Group

UNCHANGED

Shares29,354 from 29,354

Change0 (0%)

Value$1.6M (+$30.5K)

Filed 2026-11-03

Parsons Capital Management Inc

UNCHANGED

Shares29,345 from 29,345

Change0 (0%)

Value$1.6M (+$30.5K)

Filed 2026-10-28

Avidian Wealth Enterprises, LLC

INCREASED

Shares29,124 from 16,908

Change+12,216 (+72%)

Value$1.6M (+$683.5K)

Filed 2026-10-08

NWF Advisory Services Inc.

INCREASED

Shares29,108 from 26,413

Change+2,695 (+10%)

Value$1.6M (+$174.4K)

Filed 2026-10-19

Titiun Yejiel

UNCHANGED

Shares29,018 from 29,018

Change0 (0%)

Value$1.6M (+$30.2K)

Filed 2026-11-06

Professional Financial Advisors, LLC

DECREASED

Shares28,977 from 29,772

Change-795 (-3%)

Value$1.6M (-$12.4K)

Filed 2026-10-13

Bank of Stockton

UNCHANGED

Shares28,890 from 28,890

Change0 (0%)

Value$1.6M (+$30.0K)

Filed 2026-10-20

Signal Advisors Wealth, LLC

INCREASED

Shares28,799 from 27,595

Change+1,204 (+4%)

Value$1.6M (+$94.3K)

Filed 2026-10-13

Rooted Wealth Advisors, Inc.

UNCHANGED

Shares28,645 from 28,645

Change0 (0%)

Value$1.5M ($0)

Filed 2026-11-03

Koshinski Asset Management, Inc.

INCREASED

Shares27,771 from 27,414

Change+357 (+1%)

Value$1.5M (+$48.0K)

Filed 2026-10-29

Cypress Wealth Services, LLC

INCREASED

Shares27,615 from 26,951

Change+664 (+2%)

Value$1.5M (+$90.2K)

Filed 2026-10-21

Realta Investment Advisors

INCREASED

Shares27,590 from 20,666

Change+6,924 (+34%)

Value$1.5M (+$398.9K)

Filed 2026-10-14

E&G Advisors, LLC

DECREASED

Shares26,926 from 28,096

Change-1,170 (-4%)

Value$1.5M (-$34.6K)

Filed 2026-10-13

Harel Insurance Investments & Financial Services Ltd.

INCREASED

Shares26,880 from 6,750

Change+20,130 (+298%)

Value$1.5K (-$359.5K)

Filed 2026-11-02

Valeo Financial Advisors, LLC

INCREASED

Shares26,447 from 26,223

Change+224 (+1%)

Value$1.4M (+$39.5K)

Filed 2026-10-08

Signaturefd, LLC

INCREASED

Shares26,206 from 25,906

Change+300 (+1%)

Value$1.4M (+$43.3K)

Filed 2026-10-23

Biltmore Family Office, LLC

UNCHANGED

Shares26,000 from 26,000

Change0 (0%)

Value$1.4M (+$27.0K)

Filed 2026-11-03

Procyon Advisors, LLC

DECREASED

Shares25,238 from 139,203

Change-113,965 (-82%)

Value$1.4M (-$6.1M)

Filed 2026-10-21

Cathy Pareto & Associates, Inc

INCREASED

Shares24,959 from 23,968

Change+991 (+4%)

Value$1.4M (+$78.9K)

Filed 2026-10-15

Fifth Third Wealth Advisors LLC

INCREASED

Shares24,949 from 24,939

Change+10 (+0%)

Value$1.4M (+$26.5K)

Filed 2026-10-22

Brighton Jones LLC

INCREASED

Shares24,836 from 23,570

Change+1,266 (+5%)

Value$1.4M (+$93.5K)

Filed 2026-11-03

Quadcap Wealth Management, LLC

INCREASED

Shares24,817 from 22,880

Change+1,937 (+8%)

Value$1.4M (+$129.4K)

Filed 2026-11-02

Diversify Wealth Management, LLC

INCREASED

Shares24,416 from 23,550

Change+866 (+4%)

Value$1.3M (+$21.2K)

Filed 2026-10-20

Diversify Advisory Services, LLC

INCREASED

Shares24,416 from 23,550

Change+866 (+4%)

Value$1.3M (+$21.2K)

Filed 2026-10-20

Miller Financial Services LLC

INCREASED

Shares24,263 from 21,340

Change+2,923 (+14%)

Value$1.3M (+$181.5K)

Filed 2026-10-20

Evermay Wealth Management LLC

INCREASED

Shares24,253 from 24,198

Change+55 (+0%)

Value$1.3M (+$28.2K)

Filed 2026-11-05

Ellis Investment Partners, LLC

INCREASED

Shares24,180 from 20,970

Change+3,210 (+15%)

Value$1.3M (+$196.8K)

Filed 2026-10-21

Herold Advisors, Inc.

INCREASED

Shares24,122 from 23,162

Change+960 (+4%)

Value$1.3M (+$77.9K)

Filed 2026-10-19

Baldwin Wealth Partners LLC

INCREASED

Shares24,059 from 22,059

Change+2,000 (+9%)

Value$1.3M (+$132.0K)

Filed 2026-10-13

TopTier Wealth Management, LLC

DECREASED

Shares23,785 from 23,832

Change-47 (0%)

Value$1.3M (+$22.2K)

Filed 2026-10-16

Csenge Advisory Group

DECREASED

Shares23,774 from 60,725

Change-36,951 (-61%)

Value$1.3M (-$2.0M)

Filed 2026-11-04

Quadrant Private Wealth Management, LLC

INCREASED

Shares23,704 from 20,126

Change+3,578 (+18%)

Value$1.3M (+$216.0K)

Filed 2026-11-04

Rossby Financial, LCC

INCREASED

Shares23,533 from 16,193

Change+7,340 (+45%)

Value$1.3M (+$416.9K)

Filed 2026-11-05

LifeWealth Investments, LLC

DECREASED

Shares23,115 from 24,467

Change-1,352 (-6%)

Value$1.3M (-$48.3K)

Filed 2026-10-21

Simplicity Wealth,LLC

INCREASED

Shares22,986 from 17,025

Change+5,961 (+35%)

Value$1.3M (+$342.6K)

Filed 2026-10-23

Rye Brook Capital LLC

INCREASED

Shares22,823 from 21,328

Change+1,495 (+7%)

Value$1.2K (-$1.1M)

Filed 2026-10-07

Gradient Capital Advisors, LLC

DECREASED

Shares22,785 from 23,579

Change-794 (-3%)

Value$1.2M (-$18.7K)

Filed 2026-10-21

Comprehensive Financial Consultants Institutional, Inc.

INCREASED

Shares22,471 from 16,500

Change+5,971 (+36%)

Value$1.2M (+$342.6K)

Filed 2026-10-15

Hyposwiss Advisors SA

UNCHANGED

Shares22,130 from 22,130

Change0 (0%)

Value$1.2M (+$23.0K)

Filed 2026-10-26

Harbor Investment Advisory, LLC

INCREASED

Shares21,935 from 20,809

Change+1,126 (+5%)

Value$1.2M (+$83.0K)

Filed 2026-10-13

Equitable Trust Co

UNCHANGED

Shares21,647 from 21,647

Change0 (0%)

Value$1.2M (+$22.5K)

Filed 2026-10-13

Elevation Wealth Management LLC

INCREASED

Shares21,599 from 21,274

Change+325 (+2%)

Value$1.2M (+$39.8K)

Filed 2026-11-02

Ameliora Wealth Management Ltd.

DECREASED

Shares21,587 from 31,210

Change-9,623 (-31%)

Value$1.2M (-$492.1K)

Filed 2026-10-23

SeaCrest Wealth Management, LLC

DECREASED

Shares21,527 from 21,638

Change-111 (-1%)

Value$1.2M (+$16.5K)

Filed 2026-10-21

United Financial Planning Group LLC

INCREASED

Shares21,487 from 20,571

Change+916 (+4%)

Value$1.2M (+$73.2K)

Filed 2026-11-04

LexAurum Advisors, LLC

DECREASED

Shares21,254 from 21,413

Change-159 (-1%)

Value$1.2M (+$13.6K)

Filed 2026-10-19

Rosenberg Matthew Hamilton

UNCHANGED

Shares21,106 from 21,106

Change0 (0%)

Value$1.2M (+$22.0K)

Filed 2026-10-05

Rakuten Securities, Inc.

DECREASED

Shares21,066 from 30,987

Change-9,921 (-32%)

Value$1.1M (-$508.6K)

Filed 2026-11-02

Retirement Planning Group, LLC

DECREASED

Shares21,055 from 21,468

Change-413 (-2%)

Value$1.1M (-$186)

Filed 2026-10-19

Forvis Mazars Wealth Advisors, LLC

DECREASED

Shares21,021 from 21,358

Change-337 (-2%)

Value$1.1M (+$3.8K)

Filed 2026-10-13

Fiduciary Financial Group, LLC

INCREASED

Shares20,733 from 19,721

Change+1,012 (+5%)

Value$1.1M (+$75.7K)

Filed 2026-10-13

Soltis Investment Advisors LLC

INCREASED

Shares20,714 from 20,184

Change+530 (+3%)

Value$1.1M (+$49.9K)

Filed 2026-10-28

Capital Investment Advisors, LLC

DECREASED

Shares20,581 from 21,764

Change-1,183 (-5%)

Value$1.1M (-$41.9K)

Filed 2026-10-22

Oakworth Capital, Inc.

UNCHANGED

Shares20,430 from 20,430

Change0 (0%)

Value$1.1M (+$21.2K)

Filed 2026-10-26

First National Trust Co

INCREASED

Shares20,356 from 18,932

Change+1,424 (+8%)

Value$1.1M (+$97.3K)

Filed 2026-10-28

AGH Wealth Advisors, LLC

INCREASED

Shares20,257 from 16,685

Change+3,572 (+21%)

Value$1.1M (+$212.1K)

Filed 2026-10-26

Quantum Financial Partners LLC

INCREASED

Shares20,245 from 18,130

Change+2,115 (+12%)

Value$1.1M (+$134.1K)

Filed 2026-10-19

Evergreen Capital Management LLC

INCREASED

Shares19,830 from 19,566

Change+264 (+1%)

Value$1.1M (+$34.7K)

Filed 2026-10-23

BOS Asset Management, LLC

DECREASED

Shares19,639 from 21,998

Change-2,359 (-11%)

Value$1.1M (-$105.7K)

Filed 2026-10-09

Wealth Effects LLC

INCREASED

Shares19,624 from 14,598

Change+5,026 (+34%)

Value$1.1M (+$289.1K)

Filed 2026-10-23

Foguth Wealth Management, Llc.

DECREASED

Shares19,504 from 19,724

Change-220 (-1%)

Value$1.0M (-$879)

Filed 2026-10-19

Valmark Advisers, Inc.

INCREASED

Shares19,340 from 18,026

Change+1,314 (+7%)

Value$1.1M (+$90.4K)

Filed 2026-11-06

CPR Investments Inc.

DECREASED

Shares19,058 from 20,699

Change-1,641 (-8%)

Value$1.0M (-$67.9K)

Filed 2026-10-26

Welch Group, LLC

DECREASED

Shares19,022 from 21,562

Change-2,540 (-12%)

Value$1.0M (-$116.0K)

Filed 2026-10-29

L. Roy Papp & Associates, LLP

UNCHANGED

Shares19,000 from 19,000

Change0 (0%)

Value$1.0M (+$19.8K)

Filed 2026-10-21

Integrity Alliance, Llc.

INCREASED

Shares18,964 from 14,801

Change+4,163 (+28%)

Value$1.0M (+$242.3K)

Filed 2026-10-29

Hudock, Inc.

INCREASED

Shares18,878 from 18,838

Change+40 (+0%)

Value$1.0M (+$21.8K)

Filed 2026-10-14

Bison Wealth, LLC

INCREASED

Shares18,746 from 18,685

Change+61 (+0%)

Value$1.0M (-$29.6K)

Filed 2026-10-13

Integrated Advisors Network LLC

DECREASED

Shares18,723 from 19,776

Change-1,053 (-5%)

Value$1.0M (-$36.9K)

Filed 2026-10-20

Curran Financial Partners, LLC

INCREASED

Shares18,698 from 17,381

Change+1,317 (+8%)

Value$1.0M (+$89.9K)

Filed 2026-11-04

Titleist Asset Management, LLC

DECREASED

Shares18,531 from 19,130

Change-599 (-3%)

Value$1.0M (-$12.8K)

Filed 2026-10-08

Artesa Financial Group, LLC

DECREASED

Shares18,346 from 18,675

Change-329 (-2%)

Value$1.0M (+$1.5K)

Filed 2026-10-29

Asset One Wealth Management LLC

NEW

Shares18,200

Change+18,200

Value$992.1K

Filed 2026-11-02

Altfest L J & Co Inc

DECREASED

Shares18,192 from 18,362

Change-170 (-1%)

Value$991.6K (+$9.8K)

Filed 2026-10-27

Aviance Capital Partners, LLC

INCREASED

Shares18,183 from 16,483

Change+1,700 (+10%)

Value$991.2K (+$109.8K)

Filed 2026-10-29

International Assets Investment Management, LLC

INCREASED

Shares18,115 from 17,307

Change+808 (+5%)

Value$996.7K (+$69.4K)

Filed 2026-11-02

Aprio Wealth Management, LLC

UNCHANGED

Shares17,889 from 17,889

Change0 (0%)

Value$975.1K (+$18.6K)

Filed 2026-10-28

PKS Advisory Services, LLC

UNCHANGED

Shares17,803 from 17,803

Change0 (0%)

Value$951.9K ($0)

Filed 2026-10-26

New England Professional Planning Group Inc.

UNCHANGED

Shares17,774 from 17,774

Change0 (0%)

Value$968.9K (+$18.5K)

Filed 2026-10-29

Fortis Group Advisors, LLC

DECREASED

Shares17,483 from 45,281

Change-27,798 (-61%)

Value$793.4K (-$1.6M)

Filed 2026-11-06

Ascentis Independent Advisors

NEW

Shares17,393

Change+17,393

Value$948.1K

Filed 2026-11-03

Verus Capital Partners, LLC

DECREASED

Shares17,367 from 17,623

Change-256 (-1%)

Value$946.7K (+$4.4K)

Filed 2026-11-03

Royal Fund Management, LLC

DECREASED

Shares17,335 from 57,095

Change-39,760 (-70%)

Value$944.9K (-$2.1M)

Filed 2026-10-22

Pinnacle Associates LTD

INCREASED

Shares17,303 from 16,898

Change+405 (+2%)

Value$943.2K (+$39.7K)

Filed 2026-10-20

TD Private Client Wealth LLC

INCREASED

Shares17,302 from 13,398

Change+3,904 (+29%)

Value$943.1K (+$226.7K)

Filed 2026-10-28

Verity Asset Management, Inc.

INCREASED

Shares17,250 from 17,127

Change+123 (+1%)

Value$940.3K (+$24.5K)

Filed 2026-10-30

Providence First Trust Co

DECREASED

Shares17,145 from 21,825

Change-4,680 (-21%)

Value$934.6K (-$232.4K)

Filed 2026-11-02

Rahlfs Capital, LLC

UNCHANGED

Shares17,075 from 17,075

Change0 (0%)

Value$930.8K (+$17.8K)

Filed 2026-10-23

FNY Investment Advisers, LLC

NEW

Shares16,980

Change+16,980

Value$925

Filed 2026-10-16

Clarus Group, Inc.

UNCHANGED

Shares16,750 from 16,750

Change0 (0%)

Value$913.0K (+$17.4K)

Filed 2026-10-21

BlueChip Wealth Advisors LLC

INCREASED

Shares16,647 from 16,147

Change+500 (+3%)

Value$907.4K (+$44.0K)

Filed 2026-11-03

Ddfg, Inc

UNCHANGED

Shares16,644 from 16,644

Change0 (0%)

Value$907.3K (+$17.3K)

Filed 2026-10-15

Victory Financial Group, LLC

INCREASED

Shares16,525 from 6,258

Change+10,267 (+164%)

Value$900.8K (+$566.2K)

Filed 2026-10-27

CenterStar Asset Management, LLC

NEW

Shares16,458

Change+16,458

Value$897.2K

Filed 2026-10-09

Avantax Planning Partners, Inc.

INCREASED

Shares16,307 from 16,113

Change+194 (+1%)

Value$888.9K (+$27.3K)

Filed 2026-11-03

Stablepoint Partners, LLC

DECREASED

Shares16,221 from 17,271

Change-1,050 (-6%)

Value$884.2K (-$39.3K)

Filed 2026-11-03

Bucket List Wealth Management, LLC

INCREASED

Shares16,141 from 12,003

Change+4,138 (+34%)

Value$879.8K (+$238.0K)

Filed 2026-10-22

Spectrum Wealth Advisory Group, LLC

DECREASED

Shares16,066 from 16,308

Change-242 (-1%)

Value$875.8K (+$3.8K)

Filed 2026-10-29

AlphaCore Capital LLC

INCREASED

Shares15,947 from 12,655

Change+3,292 (+26%)

Value$869.3K (+$192.6K)

Filed 2026-11-04

Morton Capital Management LLC

INCREASED

Shares15,937 from 11,029

Change+4,908 (+45%)

Value$868.7K (+$279.0K)

Filed 2026-10-23

Sound Income Strategies, LLC

INCREASED

Shares15,838 from 15,468

Change+370 (+2%)

Value$846.5K (+$19.5K)

Filed 2026-10-09

Signature Estate & Investment Advisors LLC

UNCHANGED

Shares15,837 from 15,837

Change0 (0%)

Value$863.3K (+$16.5K)

Filed 2026-10-13

Wealthstar Advisors, LLC

UNCHANGED

Shares15,556 from 15,556

Change0 (0%)

Value$848.0K (+$16.2K)

Filed 2026-10-19

Schaper Benz & Wise Investment Counsel Inc

UNCHANGED

Shares15,545 from 15,545

Change0 (0%)

Value$847.4K (+$16.2K)

Filed 2026-10-09

Mesirow Financial Investment Management, Inc.

DECREASED

Shares15,329 from 15,449

Change-120 (-1%)

Value$835.6K (+$9.5K)

Filed 2026-11-05

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

INCREASED

Shares15,153 from 14,544

Change+609 (+4%)

Value$826.0K (+$48.3K)

Filed 2026-10-14

Founders Financial Securities LLC

DECREASED

Shares15,148 from 19,414

Change-4,266 (-22%)

Value$825.7K (-$212.4K)

Filed 2026-10-28

Alterna Wealth Management, Inc

INCREASED

Shares15,071 from 14,871

Change+200 (+1%)

Value$821.5K (+$26.4K)

Filed 2026-10-27

Portfolio Strategies, Inc.

DECREASED

Shares14,934 from 16,342

Change-1,408 (-9%)

Value$814.0K (-$59.8K)

Filed 2026-11-06

Finer Wealth Management, Inc.

INCREASED

Shares14,915 from 12,568

Change+2,347 (+19%)

Value$813.0K (+$141.0K)

Filed 2026-10-16

Taylor & Morgan Wealth Management, LLC

UNCHANGED

Shares14,809 from 14,809

Change0 (0%)

Value$807.2K (+$15.4K)

Filed 2026-10-09

MCF Advisors LLC

UNCHANGED

Shares14,529 from 14,529

Change0 (0%)

Value$792.0K (+$15.1K)

Filed 2026-10-28

Roan Capital Partners

INCREASED

Shares14,439 from 14,123

Change+316 (+2%)

Value$787.1K (+$31.9K)

Filed 2026-10-09

Vise Technologies, Inc.

INCREASED

Shares14,431 from 14,059

Change+372 (+3%)

Value$786.6K (+$34.9K)

Filed 2026-10-29

Isthmus Partners, LLC

UNCHANGED

Shares14,410 from 14,410

Change0 (0%)

Value$785.5K (+$15.0K)

Filed 2026-10-21

Beaumont Financial Advisors, LLC

DECREASED

Shares14,353 from 14,603

Change-250 (-2%)

Value$782.4K (+$1.5K)

Filed 2026-10-22

Spire Wealth Management

DECREASED

Shares14,238 from 14,354

Change-116 (-1%)

Value$776.1K (+$8.6K)

Filed 2026-10-30

Abacus Planning Group, Inc.

DECREASED

Shares14,141 from 14,205

Change-64 (0%)

Value$770.8K (+$11.3K)

Filed 2026-11-02

Highline Wealth Partners LLC

UNCHANGED

Shares14,029 from 14,029

Change0 (0%)

Value$764.7K (+$14.6K)

Filed 2026-10-19

Basso Capital Management, L.P.

DECREASED

Shares14,000 from 20,027

Change-6,027 (-30%)

Value$763.1K (-$307.7K)

Filed 2026-10-30

S.A. Mason LLC

INCREASED

Shares13,929 from 13,429

Change+500 (+4%)

Value$759.3K (+$41.2K)

Filed 2026-10-13

IMG Wealth Management, Inc.

DECREASED

Shares13,770 from 21,305

Change-7,535 (-35%)

Value$750.6K (-$388.6K)

Filed 2026-10-27

Grandview Asset Management LLC

DECREASED

Shares13,709 from 14,700

Change-991 (-7%)

Value$747.3K (-$38.7K)

Filed 2026-10-19

Good Steward Wealth Advisors,LLC

INCREASED

Shares13,681 from 11,301

Change+2,380 (+21%)

Value$745.8K (+$141.5K)

Filed 2026-11-06

Indiana Trust & Investment Management Co

UNCHANGED

Shares13,670 from 13,670

Change0 (0%)

Value$745.2K (+$14.2K)

Filed 2026-10-22

Compass Financial Management LLC

DECREASED

Shares13,539 from 13,602

Change-63 (0%)

Value$738.0K (+$9.2K)

Filed 2026-10-30

Hibernia Wealth Partners, LLC

UNCHANGED

Shares13,423 from 13,423

Change0 (0%)

Value$731.7K (+$14.0K)

Filed 2026-10-29

CX Institutional

INCREASED

Shares13,388 from 12,917

Change+471 (+4%)

Value$730 (+$39)

Filed 2026-10-02

New Wave Wealth Advisors LLC

INCREASED

Shares13,340 from 11,781

Change+1,559 (+13%)

Value$713.6K (+$83.6K)

Filed 2026-10-19

Q3 Asset Management

DECREASED

Shares13,312 from 21,175

Change-7,863 (-37%)

Value$725.0K (-$407.0K)

Filed 2026-11-06

Focused Alpha, LLC

DECREASED

Shares13,197 from 13,551

Change-354 (-3%)

Value$719.4K (-$5.2K)

Filed 2026-10-20

Gen-Wealth Partners Inc

INCREASED

Shares13,141 from 13,081

Change+60 (+0%)

Value$716.3K (+$16.9K)

Filed 2026-11-04

Stephen J. Garry & Associates, LLC

DECREASED

Shares13,045 from 14,425

Change-1,380 (-10%)

Value$711.1K (-$60.2K)

Filed 2026-11-05

Durante & Waters, LLC

UNCHANGED

Shares13,040 from 13,040

Change0 (0%)

Value$710.8K (+$13.6K)

Filed 2026-10-28

Clifford Swan Investment Counsel LLC

DECREASED

Shares13,021 from 13,338

Change-317 (-2%)

Value$709.8K (-$3.4K)

Filed 2026-11-05

KFG Wealth Management, LLC

INCREASED

Shares12,916 from 11,285

Change+1,631 (+14%)

Value$704.0K (+$100.6K)

Filed 2026-10-16

Citizens Financial Group Inc

INCREASED

Shares12,840 from 12,775

Change+65 (+1%)

Value$699.9K (+$16.8K)

Filed 2026-10-23

Worth Asset Management, LLC

DECREASED

Shares12,817 from 14,860

Change-2,043 (-14%)

Value$698.7K (-$95.9K)

Filed 2026-10-07

Ritholtz Wealth Management

INCREASED

Shares12,721 from 11,953

Change+768 (+6%)

Value$693.4K (+$54.3K)

Filed 2026-11-05

American Institute for Advanced Investment Management, LLP

DECREASED

Shares12,714 from 12,914

Change-200 (-2%)

Value$693.0K (+$2.5K)

Filed 2026-11-03

Values First Advisors, Inc.

INCREASED

Shares12,661 from 11,353

Change+1,308 (+12%)

Value$690.2K (+$83.1K)

Filed 2026-10-23

Dagco, Inc.

UNCHANGED

Shares12,657 from 12,657

Change0 (0%)

Value$689.9K (+$13.2K)

Filed 2026-10-20

StoneX Group Inc.

DECREASED

Shares12,652 from 15,211

Change-2,559 (-17%)

Value$679.8K (-$132.2K)

Filed 2026-11-03

Trek Financial, LLC

INCREASED

Shares12,513 from 10,454

Change+2,059 (+20%)

Value$682.1K (+$123.1K)

Filed 2026-10-29

Hedges Asset Management LLC

UNCHANGED

Shares12,500 from 12,500

Change0 (0%)

Value$681.4K (+$13.0K)

Filed 2026-10-29

Crescent Grove Advisors, LLC

DECREASED

Shares12,447 from 47,427

Change-34,980 (-74%)

Value$678.5K (-$1.9M)

Filed 2026-10-21

Rare Wolf Capital LLC

UNCHANGED

Shares12,401 from 12,401

Change0 (0%)

Value$676.0K (+$12.9K)

Filed 2026-10-20

Silver Grove Financial Group, Inc.

INCREASED

Shares12,194 from 10,986

Change+1,208 (+11%)

Value$664.7K (+$77.3K)

Filed 2026-11-05

Trust Co of Vermont

DECREASED

Shares12,144 from 12,524

Change-380 (-3%)

Value$662.0K (-$7.7K)

Filed 2026-10-21

Ironsides Asset Advisors, LLC

UNCHANGED

Shares12,075 from 12,075

Change0 (0%)

Value$658.2K (+$12.6K)

Filed 2026-10-20

Clear Creek Financial Management, LLC

DECREASED

Shares11,973 from 25,603

Change-13,630 (-53%)

Value$652.6K (-$716.3K)

Filed 2026-10-28

Crumly & Associates Inc.

DECREASED

Shares11,970 from 12,618

Change-648 (-5%)

Value$652.5K (-$22.2K)

Filed 2026-10-07

Wilmington Savings Fund Society, FSB

INCREASED

Shares11,949 from 7,358

Change+4,591 (+62%)

Value$651.3K (+$257.9K)

Filed 2026-10-23

Global Assets Advisory, LLC

DECREASED

Shares11,939 from 12,489

Change-550 (-4%)

Value$659.2K (-$17.0K)

Filed 2026-10-28

Montis Financial, LLC

UNCHANGED

Shares11,900 from 11,900

Change0 (0%)

Value$648.7K (+$12.4K)

Filed 2026-11-04

Insight Advisors, LLC/ PA

DECREASED

Shares11,868 from 11,873

Change-5 (0%)

Value$646.9K (+$12.1K)

Filed 2026-10-22

First Business Financial Services, Inc.

INCREASED

Shares11,830 from 10,330

Change+1,500 (+15%)

Value$644.9K (+$92.5K)

Filed 2026-10-29

Blue Bell Private Wealth Management, LLC

INCREASED

Shares11,699 from 11,546

Change+153 (+1%)

Value$637.7K (+$20.3K)

Filed 2026-10-29

Private Trust Co NA

INCREASED

Shares11,560 from 11,385

Change+175 (+2%)

Value$630.1K (+$21.4K)

Filed 2026-10-20

Journey Advisory Group, LLC

DECREASED

Shares11,499 from 11,744

Change-245 (-2%)

Value$626.8K (-$1.1K)

Filed 2026-11-04

VVR Holdings LLC

DECREASED

Shares11,437 from 15,954

Change-4,517 (-28%)

Value$623.5K (-$229.6K)

Filed 2026-10-19

Regent Peak Wealth Advisors LLC

INCREASED

Shares11,437 from 9,967

Change+1,470 (+15%)

Value$623.4K (+$90.5K)

Filed 2026-10-13

Wesbanco Bank Inc

DECREASED

Shares11,336 from 11,572

Change-236 (-2%)

Value$617.9K (-$829)

Filed 2026-11-04

Phillips Financial Management, LLC

UNCHANGED

Shares11,290 from 11,290

Change0 (0%)

Value$615.4K (+$11.7K)

Filed 2026-10-19

Creative Financial Designs Inc

DECREASED

Shares11,250 from 13,009

Change-1,759 (-14%)

Value$613.3K (-$82.3K)

Filed 2026-11-04

Total Clarity Wealth Management, Inc.

INCREASED

Shares11,185 from 10,360

Change+825 (+8%)

Value$609.7K (+$55.7K)

Filed 2026-10-26

Activest Wealth Management

UNCHANGED

Shares11,163 from 11,163

Change0 (0%)

Value$608.5K (+$11.6K)

Filed 2026-10-15

Bluesphere Advisors LLC

DECREASED

Shares11,157 from 12,812

Change-1,655 (-13%)

Value$608.2K (-$76.9K)

Filed 2026-10-19

Curated Wealth Partners LLC

UNCHANGED

Shares11,105 from 11,105

Change0 (0%)

Value$605.3K (+$11.6K)

Filed 2026-10-15

Daiwa Securities Group Inc.

INCREASED

Shares11,100 from 9,500

Change+1,600 (+17%)

Value$605.1K (+$97.1K)

Filed 2026-10-29

CIBC Asset Management Inc

DECREASED

Shares11,071 from 13,160

Change-2,089 (-16%)

Value$603.5K (-$100.2K)

Filed 2026-11-05

BLB&B Advisors, LLC

DECREASED

Shares11,031 from 11,131

Change-100 (-1%)

Value$601.3K (+$6.1K)

Filed 2026-10-27

Segment Wealth Management, LLC

UNCHANGED

Shares10,980 from 10,980

Change0 (0%)

Value$598.5K (+$11.4K)

Filed 2026-10-26

Capital Asset Advisory Services LLC

INCREASED

Shares10,883 from 9,049

Change+1,834 (+20%)

Value$541.9K (+$58.1K)

Filed 2026-10-30

Nicholas Hoffman & Company, Llc.

INCREASED

Shares10,803 from 10,801

Change+2 (+0%)

Value$588.9K (+$11.3K)

Filed 2026-10-30

Fiduciary Alliance LLC

DECREASED

Shares10,787 from 13,715

Change-2,928 (-21%)

Value$588.0K (-$145.3K)

Filed 2026-10-13

Vima LLC

INCREASED

Shares10,740 from 9,690

Change+1,050 (+11%)

Value$585.4K (+$67.3K)

Filed 2026-10-23

Human Investing LLC

UNCHANGED

Shares10,636 from 10,636

Change0 (0%)

Value$579.8K (+$11.1K)

Filed 2026-10-19

Visionary Wealth Advisors

DECREASED

Shares10,554 from 12,457

Change-1,903 (-15%)

Value$575.3K (-$90.8K)

Filed 2026-11-04

Schwallier Wealth Management LLC

INCREASED

Shares10,549 from 4,049

Change+6,500 (+161%)

Value$575.0K (+$358.5K)

Filed 2026-11-05

Mission Wealth Management, LP

DECREASED

Shares10,529 from 24,271

Change-13,742 (-57%)

Value$574.0K (-$723.8K)

Filed 2026-10-15

Noble Wealth Management PBC

DECREASED

Shares10,484 from 10,509

Change-25 (0%)

Value$571.5K (+$9.6K)

Filed 2026-10-01

Financial Designs Corp

INCREASED

Shares10,477 from 9,967

Change+510 (+5%)

Value$571.1K (+$38.2K)

Filed 2026-10-09

Uhlmann Price Securities, LLC

DECREASED

Shares10,436 from 11,036

Change-600 (-5%)

Value$568.9K (-$21.2K)

Filed 2026-11-03

Alternative Investment Advisors, Llc.

UNCHANGED

Shares10,343 from 10,343

Change0 (0%)

Value$563.8K (+$10.8K)

Filed 2026-11-03

CWA Asset Management Group, LLC

DECREASED

Shares10,336 from 11,408

Change-1,072 (-9%)

Value$563.4K (-$46.6K)

Filed 2026-10-19

First Heartland Consultants, Inc.

DECREASED

Shares10,328 from 13,408

Change-3,080 (-23%)

Value$593.0K (-$123.9K)

Filed 2026-10-08

Cullen T Bankers, Inc.

DECREASED

Shares10,245 from 10,285

Change-40 (0%)

Value$558.5K (+$8.5K)

Filed 2026-10-28

Sky Investment Group LLC

NEW

Shares10,208

Change+10,208

Value$556.4K

Filed 2026-10-30

Sage Investment Advisers LLC

INCREASED

Shares10,087 from 9,141

Change+946 (+10%)

Value$549.8K (+$61.1K)

Filed 2026-10-21

SS&H Financial Advisors, Inc.

UNCHANGED

Shares10,066 from 10,066

Change0 (0%)

Value$549 (-$537.5K)

Filed 2026-10-28

City Holding Co

DECREASED

Shares10,035 from 10,424

Change-389 (-4%)

Value$546.9K (-$10.5K)

Filed 2026-10-19

Apella Capital, LLC

DECREASED

Shares10,016 from 10,376

Change-360 (-3%)

Value$539.1K (-$26.0K)

Filed 2026-10-08

Evolution Wealth Advisors, LLC

INCREASED

Shares9,940 from 5,925

Change+4,015 (+68%)

Value$541.8K (+$225.0K)

Filed 2026-11-03

Beacon Capital Management, LLC

INCREASED

Shares9,871 from 9,786

Change+85 (+1%)

Value$538.1K (+$14.8K)

Filed 2026-10-23

Kanawha Capital Management LLC

INCREASED

Shares9,850 from 9,125

Change+725 (+8%)

Value$536.9K (+$49.0K)

Filed 2026-10-19

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares9,796 from 11,081

Change-1,285 (-12%)

Value$534.0K (-$58.5K)

Filed 2026-10-27

Pinnacle Bancorp, Inc.

UNCHANGED

Shares9,775 from 9,775

Change0 (0%)

Value$532.8K (+$10.2K)

Filed 2026-10-21

Harfst & Associates, Inc.

UNCHANGED

Shares9,711 from 9,711

Change0 (0%)

Value$529.3K (+$10.1K)

Filed 2026-10-20

D.B. Root & Company, LLC

DECREASED

Shares9,695 from 10,669

Change-974 (-9%)

Value$528.5K (-$42.0K)

Filed 2026-11-04

BNC Wealth Management, LLC

DECREASED

Shares9,671 from 9,697

Change-26 (0%)

Value$527.2K (+$8.7K)

Filed 2026-10-19

Platform Technology Partners

INCREASED

Shares9,604 from 7,921

Change+1,683 (+21%)

Value$523.5K (+$100.0K)

Filed 2026-11-02

Ulland Investment Advisors, LLC

INCREASED

Shares9,600 from 700

Change+8,900 (+1271%)

Value$523 (+$486)

Filed 2026-10-13

Jnba Financial Advisors

UNCHANGED

Shares9,556 from 9,556

Change0 (0%)

Value$520.9K (+$9.9K)

Filed 2026-11-03

Bdfs Capital LLC

INCREASED

Shares9,468 from 7,081

Change+2,387 (+34%)

Value$516.1K (+$137.5K)

Filed 2026-10-14

SteelPeak Wealth, LLC

DECREASED

Shares9,465 from 15,360

Change-5,895 (-38%)

Value$515.9K (-$305.4K)

Filed 2026-10-16

Plancorp, LLC

DECREASED

Shares9,456 from 9,566

Change-110 (-1%)

Value$421.7K (-$77.2K)

Filed 2026-11-03

Weatherly Asset Management L. P.

UNCHANGED

Shares9,330 from 9,330

Change0 (0%)

Value$508.6K (+$9.7K)

Filed 2026-10-20

HBW Advisory Services LLC

DECREASED

Shares9,310 from 10,192

Change-882 (-9%)

Value$507.5K (-$37.5K)

Filed 2026-10-15

Patton Albertson Miller Group, LLC

UNCHANGED

Shares9,269 from 9,269

Change0 (0%)

Value$505.3K (+$9.6K)

Filed 2026-10-26

Cutler Investment Counsel LLC

UNCHANGED

Shares9,266 from 9,266

Change0 (0%)

Value$505.1K (+$9.6K)

Filed 2026-10-28

Fulcrum Equity Management

UNCHANGED

Shares9,265 from 9,265

Change0 (0%)

Value$505.0K (+$9.6K)

Filed 2026-10-21

Quartz Partners, LLC

NEW

Shares9,264

Change+9,264

Value$505.0K

Filed 2026-11-03

Artemis Wealth Advisors, LLC

UNCHANGED

Shares9,244 from 9,244

Change0 (0%)

Value$503.9K (+$9.6K)

Filed 2026-11-05

Certuity, LLC

INCREASED

Shares9,182 from 8,146

Change+1,036 (+13%)

Value$500.5K (+$64.9K)

Filed 2026-11-02

Harmony Asset Management LLC

UNCHANGED

Shares9,111 from 9,111

Change0 (0%)

Value$496.7K (+$9.5K)

Filed 2026-10-20

DWM Financial Group, Inc.

INCREASED

Shares9,108 from 7,614

Change+1,494 (+20%)

Value$496.5K (+$6.0K)

Filed 2026-10-28

Wealthcare Capital Partners, LLC

INCREASED

Shares9,101 from 8,524

Change+577 (+7%)

Value$496.1K (+$40.3K)

Filed 2026-10-21

Quattro Financial Advisors LLC

NEW

Shares9,100

Change+9,100

Value$496.0K

Filed 2026-10-15

Compound Planning, Inc.

DECREASED

Shares9,077 from 9,254

Change-177 (-2%)

Value$494.8K (-$24)

Filed 2026-11-05

Hunter Associates Investment Management LLC

UNCHANGED

Shares9,071 from 9,071

Change0 (0%)

Value$495 (-$484.5K)

Filed 2026-10-26

North Forty Two & Co.

INCREASED

Shares8,962 from 8,422

Change+540 (+6%)

Value$488.5K (+$38.2K)

Filed 2026-10-19

Innova Wealth Partners

INCREASED

Shares8,950 from 7,955

Change+995 (+13%)

Value$487.9K (+$62.5K)

Filed 2026-10-21

Baker Avenue Asset Management, LP

DECREASED

Shares8,888 from 9,188

Change-300 (-3%)

Value$484.5K (-$6.8K)

Filed 2026-11-06

MBE Wealth Management, LLC

UNCHANGED

Shares8,866 from 8,866

Change0 (0%)

Value$483.3K (+$9.2K)

Filed 2026-10-26

Aspen Wealth Management LLC

DECREASED

Shares8,855 from 8,980

Change-125 (-1%)

Value$482.7K (+$2.5K)

Filed 2026-10-14

Corps Capital Advisors, LLC

DECREASED

Shares8,820 from 9,160

Change-340 (-4%)

Value$480.8K (-$9.0K)

Filed 2026-11-05

Old National Bancorp

INCREASED

Shares8,802 from 8,382

Change+420 (+5%)

Value$479.8K (+$31.6K)

Filed 2026-10-20

Gainplan LLC

INCREASED

Shares8,794 from 7,195

Change+1,599 (+22%)

Value$479.4K (+$94.6K)

Filed 2026-10-09

180 Wealth Advisors, LLC

INCREASED

Shares8,757 from 8,108

Change+649 (+8%)

Value$477.3K (+$43.8K)

Filed 2026-11-03

Almanack Investment Partners, Llc.

UNCHANGED

Shares8,665 from 8,665

Change0 (0%)

Value$472.3K (+$9.0K)

Filed 2026-11-03

Redhawk Wealth Advisors, Inc.

DECREASED

Shares8,567 from 9,912

Change-1,345 (-14%)

Value$467.0K (-$63.0K)

Filed 2026-10-14

Pictet North America Advisors SA

UNCHANGED

Shares8,470 from 8,470

Change0 (0%)

Value$461.7K (+$8.8K)

Filed 2026-10-21

Financial Partners Group, Inc

DECREASED

Shares8,363 from 8,602

Change-239 (-3%)

Value$455.9K (-$4.1K)

Filed 2026-10-19

Hazlett, Burt & Watson, Inc.

INCREASED

Shares8,315 from 6,760

Change+1,555 (+23%)

Value$392.1K (+$106.0K)

Filed 2026-11-04

Churchill Financial Advisors, LLC

INCREASED

Shares8,264 from 8,231

Change+33 (+0%)

Value$450.5K (+$10.4K)

Filed 2026-10-20

Able Financial Group, LLC

NEW

Shares8,261

Change+8,261

Value$450.3K

Filed 2026-10-14

Guild Investment Management, Inc.

UNCHANGED

Shares8,200 from 8,200

Change0 (0%)

Value$447.0K (+$8.5K)

Filed 2026-11-03

Vista Capital Partners, Inc.

UNCHANGED

Shares8,161 from 8,161

Change0 (0%)

Value$444.9K (+$8.5K)

Filed 2026-11-06

Purus Wealth Management, LLC

INCREASED

Shares8,129 from 7,926

Change+203 (+3%)

Value$443.1K (+$19.3K)

Filed 2026-10-15

Decker Wealth Management LLC

UNCHANGED

Shares8,125 from 8,125

Change0 (0%)

Value$442.9K (+$8.5K)

Filed 2026-10-09

Azzad Asset Management Inc

UNCHANGED

Shares8,026 from 8,026

Change0 (0%)

Value$437.5K (+$8.3K)

Filed 2026-11-04

Cacti Asset Management LLC

UNCHANGED

Shares8,000 from 8,000

Change0 (0%)

Value$443.8K (+$16.1K)

Filed 2026-10-01

Meyer Handelman Co

NEW

Shares7,995

Change+7,995

Value$435.8K

Filed 2026-10-28

LVZ, Inc.

UNCHANGED

Shares7,973 from 7,973

Change0 (0%)

Value$434.6K (+$8.3K)

Filed 2026-10-20

Triad Wealth Partners, LLC

DECREASED

Shares7,958 from 8,327

Change-369 (-4%)

Value$433.8K (-$3.0K)

Filed 2026-10-26

MSH Capital Advisors LLC

INCREASED

Shares7,947 from 6,382

Change+1,565 (+25%)

Value$433.2K (+$91.9K)

Filed 2026-11-03

Hartmann Taylor Wealth Management, LLC

INCREASED

Shares7,930 from 7,130

Change+800 (+11%)

Value$432.3K (-$53.6K)

Filed 2026-10-14

Tactive Advisors, LLC

DECREASED

Shares7,888 from 8,873

Change-985 (-11%)

Value$430.0K (-$44.5K)

Filed 2026-10-08

Aldebaran Financial Inc.

UNCHANGED

Shares7,855 from 7,855

Change0 (0%)

Value$428.2K (+$8.2K)

Filed 2026-11-06

Clear Investment Research, LLC

INCREASED

Shares7,819 from 6,584

Change+1,235 (+19%)

Value$426.2K (+$74.2K)

Filed 2026-11-06

HBK Sorce Advisory LLC

DECREASED

Shares7,813 from 8,371

Change-558 (-7%)

Value$366.7K (-$102.7K)

Filed 2026-11-06

Modera Wealth Management, LLC

INCREASED

Shares7,752 from 7,397

Change+355 (+5%)

Value$422.6K (+$27.0K)

Filed 2026-10-28

Parkway Wealth Management Group, LLC

UNCHANGED

Shares7,729 from 7,729

Change0 (0%)

Value$421.3K (+$8.0K)

Filed 2026-10-20

World Equity Group, Inc.

DECREASED

Shares7,728 from 7,936

Change-208 (-3%)

Value$421.3K (-$3.1K)

Filed 2026-10-14

RKL Wealth Management LLC

UNCHANGED

Shares7,709 from 7,709

Change0 (0%)

Value$420.2K (+$8.0K)

Filed 2026-10-16

Regatta Capital Group, LLC

INCREASED

Shares7,679 from 6,663

Change+1,016 (+15%)

Value$418.6K (+$62.3K)

Filed 2026-10-23

Acorn Financial Advisory Services Inc

UNCHANGED

Shares7,663 from 7,663

Change0 (0%)

Value$417.7K (+$8.0K)

Filed 2026-11-02

Wealth Alliance Advisory Group, LLC

UNCHANGED

Shares7,651 from 7,651

Change0 (0%)

Value$417.1K (+$8.0K)

Filed 2026-10-14

Lanark Financial, Inc.

UNCHANGED

Shares7,570 from 7,570

Change0 (0%)

Value$412.6K (+$7.9K)

Filed 2026-10-26

Valtinson Bruner Financial Planning LLC

INCREASED

Shares7,565 from 7,036

Change+529 (+8%)

Value$412.4K (+$36.2K)

Filed 2026-11-02

Grey Ledge Advisors, LLC

INCREASED

Shares7,546 from 6,780

Change+766 (+11%)

Value$411.3K (+$48.8K)

Filed 2026-11-02

Capital Investment Advisory Services, LLC

INCREASED

Shares7,539 from 6,574

Change+965 (+15%)

Value$411.0K (+$59.4K)

Filed 2026-10-30

SFG Wealth Management, Llc.

DECREASED

Shares7,527 from 7,658

Change-131 (-2%)

Value$410.3K (+$822)

Filed 2026-10-23

Bokf, NA

DECREASED

Shares7,519 from 7,939

Change-420 (-5%)

Value$409.9K (-$14.6K)

Filed 2026-10-27

WealthTrust Asset Management, LLC

INCREASED

Shares7,511 from 6,272

Change+1,239 (+20%)

Value$409.4K (+$74.1K)

Filed 2026-10-22

Intrua Financial, LLC

DECREASED

Shares7,470 from 7,830

Change-360 (-5%)

Value$407.2K (-$11.5K)

Filed 2026-10-28

Nixon Peabody Trust Co

UNCHANGED

Shares7,465 from 7,465

Change0 (0%)

Value$406.9K (+$7.8K)

Filed 2026-10-23

Inspirion Wealth Advisors, LLC

DECREASED

Shares7,454 from 7,972

Change-518 (-6%)

Value$406.3K (-$20.8K)

Filed 2026-10-09

Endeavor Private Wealth, Inc.

UNCHANGED

Shares7,454 from 7,454

Change0 (0%)

Value$406.3K (+$7.8K)

Filed 2026-11-05

Gradient Investments LLC

DECREASED

Shares7,420 from 7,459

Change-39 (-1%)

Value$404.5K (+$5.6K)

Filed 2026-10-08

Manchester Financial Inc

DECREASED

Shares7,417 from 7,437

Change-20 (0%)

Value$404.3K (+$6.6K)

Filed 2026-10-15

Adamsbrown Wealth Consultants LLC

INCREASED

Shares7,334 from 5,496

Change+1,838 (+33%)

Value$399.8K (+$105.9K)

Filed 2026-10-20

PW Nova Financial Services LLC

DECREASED

Shares7,225 from 16,228

Change-9,003 (-55%)

Value$393.8K (-$473.9K)

Filed 2026-10-15

KFG LLC

NEW

Shares7,213

Change+7,213

Value$393.2K

Filed 2026-11-02

Scheeler Financial LLC

NEW

Shares7,147

Change+7,147

Value$389.6K

Filed 2026-10-13

Broussard Financial Group LLC

DECREASED

Shares7,143 from 47,059

Change-39,916 (-85%)

Value$389.4K (-$2.1M)

Filed 2026-10-26

Laurel Wealth Advisors LLC

INCREASED

Shares7,141 from 6,441

Change+700 (+11%)

Value$389.3K (+$44.9K)

Filed 2026-10-27

Compass Financial Group, Inc

DECREASED

Shares7,136 from 7,377

Change-241 (-3%)

Value$389.0K (-$5.5K)

Filed 2026-10-13

Diligent Investors, LLC

INCREASED

Shares7,135 from 6,345

Change+790 (+12%)

Value$388.9K (+$49.7K)

Filed 2026-10-21

Hohimer Wealth Management, LLC

DECREASED

Shares7,115 from 7,493

Change-378 (-5%)

Value$387.8K (-$12.8K)

Filed 2026-11-04

Souders Financial Advisors

DECREASED

Shares7,104 from 7,204

Change-100 (-1%)

Value$387.2K (+$2.0K)

Filed 2026-11-03

Thompson Siegel & Walmsley LLC

NEW

Shares7,075

Change+7,075

Value$386.0K

Filed 2026-11-05

Wolff Wiese Magana LLC

UNCHANGED

Shares7,018 from 7,018

Change0 (0%)

Value$382.6K (+$7.3K)

Filed 2026-10-15

Pinnacle Wealth Management Advisory Group, LLC

INCREASED

Shares7,008 from 6,408

Change+600 (+9%)

Value$382.0K (+$39.4K)

Filed 2026-10-23

Adams Asset Advisors, LLC

UNCHANGED

Shares7,000 from 7,000

Change0 (0%)

Value$381.6K (+$7.3K)

Filed 2026-10-08

Merrion Investment Management Co, LLC

UNCHANGED

Shares7,000 from 7,000

Change0 (0%)

Value$381.6K (+$7.3K)

Filed 2026-10-16

Security Financial Services, Inc.

UNCHANGED

Shares6,976 from 6,976

Change0 (0%)

Value$380.3K (+$7.3K)

Filed 2026-10-29

Lee Financial Co

DECREASED

Shares6,940 from 11,524

Change-4,584 (-40%)

Value$378.3K (-$237.9K)

Filed 2026-10-16

Naples Global Advisors, LLC

DECREASED

Shares6,920 from 7,265

Change-345 (-5%)

Value$377.2K (-$11.3K)

Filed 2026-11-05

Kraematon Investment Advisors, Inc

UNCHANGED

Shares6,915 from 6,915

Change0 (0%)

Value$376.9K (+$7.2K)

Filed 2026-11-02

Marathon Capital Management

INCREASED

Shares6,912 from 6,877

Change+35 (+1%)

Value$376.8K (+$9.1K)

Filed 2026-10-23

Centerpoint Advisors, LLC

UNCHANGED

Shares6,850 from 6,850

Change0 (0%)

Value$373.0K (+$7.0K)

Filed 2026-11-05

Cooper Financial Group

UNCHANGED

Shares6,782 from 6,782

Change0 (0%)

Value$369.7K (+$7.1K)

Filed 2026-10-07

Latitude Advisors, LLC

INCREASED

Shares6,741 from 6,488

Change+253 (+4%)

Value$367.5K (+$20.5K)

Filed 2026-10-27

TBH Global Asset Management, LLC

DECREASED

Shares6,730 from 6,819

Change-89 (-1%)

Value$366.8K (+$2.2K)

Filed 2026-11-03

Blue Zone Wealth Advisors, LLC

UNCHANGED

Shares6,720 from 6,720

Change0 (0%)

Value$366.3K (+$7.0K)

Filed 2026-10-19

Blue Water Asset Management

DECREASED

Shares6,674 from 9,256

Change-2,582 (-28%)

Value$363.8K (-$131.1K)

Filed 2026-11-04

Byrne Asset Management LLC

INCREASED

Shares6,663 from 160

Change+6,503 (+4064%)

Value$366.6K (+$358.0K)

Filed 2026-10-06

Compass Ion Advisors, LLC

UNCHANGED

Shares6,622 from 6,622

Change0 (0%)

Value$361.0K (+$6.9K)

Filed 2026-10-23

Baker Ellis Asset Management LLC

INCREASED

Shares6,620 from 6,370

Change+250 (+4%)

Value$360.9K (+$20.3K)

Filed 2026-10-14

Strong Retirement Solutions LLC

DECREASED

Shares6,550 from 9,050

Change-2,500 (-28%)

Value$357.0K (-$126.9K)

Filed 2026-10-07

Schneider Downs Wealth Management Advisors, LP

UNCHANGED

Shares6,537 from 6,537

Change0 (0%)

Value$356.3K (+$6.8K)

Filed 2026-10-27

Glenview Trust Co

NEW

Shares6,477

Change+6,477

Value$353.1K

Filed 2026-10-28

Gibson Capital, LLC

INCREASED

Shares6,458 from 5,981

Change+477 (+8%)

Value$352.0K (+$32.2K)

Filed 2026-10-23

WT Wealth Management

DECREASED

Shares6,409 from 7,320

Change-911 (-12%)

Value$349.4K (-$42.0K)

Filed 2026-10-13

Angeles Wealth Management, LLC

DECREASED

Shares6,398 from 6,823

Change-425 (-6%)

Value$348.8K (-$16.1K)

Filed 2026-10-26

Ignite Planners, LLC

DECREASED

Shares6,385 from 6,589

Change-204 (-3%)

Value$348.0K (-$4.3K)

Filed 2026-10-14

Aspen Investment Management Inc

DECREASED

Shares6,384 from 6,609

Change-225 (-3%)

Value$348.0K (+$347.6K)

Filed 2026-11-05

Oliver Luxxe Assets LLC

UNCHANGED

Shares6,373 from 6,373

Change0 (0%)

Value$347.4K (+$6.6K)

Filed 2026-10-14

Key Client Fiduciary Advisors, LLC

DECREASED

Shares6,339 from 6,439

Change-100 (-2%)

Value$345.5K (+$1.2K)

Filed 2026-10-19

Bailard, Inc.

INCREASED

Shares6,334 from 6,286

Change+48 (+1%)

Value$345.3K (+$9.2K)

Filed 2026-10-13

Elm3 Financial Group, LLC

NEW

Shares6,312

Change+6,312

Value$344.1K

Filed 2026-10-07

Traynor Capital Management, Inc.

INCREASED

Shares6,268 from 6,173

Change+95 (+2%)

Value$341.7K (+$11.6K)

Filed 2026-10-29

August Group Capital Ltd

INCREASED

Shares6,200 from 5,044

Change+1,156 (+23%)

Value$337.9K (+$68.3K)

Filed 2026-10-14

Clear Wave Wealth Management LLC

DECREASED

Shares6,200 from 6,574

Change-374 (-6%)

Value$338.0K (-$13.6K)

Filed 2026-11-04

Straight Path Wealth Management

INCREASED

Shares6,162 from 5,997

Change+165 (+3%)

Value$335.9K (+$15.2K)

Filed 2026-10-23

Fisher Asset Management, LLC

NEW

Shares6,151

Change+6,151

Value$335.3K

Filed 2026-11-06

Southland Equity Partners LLC

DECREASED

Shares6,129 from 6,226

Change-97 (-2%)

Value$334.1K (+$1.2K)

Filed 2026-10-14

Turtle Creek Wealth Advisors, LLC

UNCHANGED

Shares6,110 from 6,110

Change0 (0%)

Value$333.1K (+$6.4K)

Filed 2026-10-15

Atlas Wealth Partners, LLC

INCREASED

Shares6,109 from 6,039

Change+70 (+1%)

Value$333.0K (+$10.1K)

Filed 2026-11-03

United Advisor Group, LLC

INCREASED

Shares6,105 from 4,367

Change+1,738 (+40%)

Value$332.8K (+$99.3K)

Filed 2026-11-03

Heartwood Wealth Advisors LLC

UNCHANGED

Shares6,103 from 6,103

Change0 (0%)

Value$332.7K (+$6.3K)

Filed 2026-10-05

Joel Isaacson & Co., LLC

INCREASED

Shares6,094 from 5,969

Change+125 (+2%)

Value$332.2K (+$13.0K)

Filed 2026-11-05

Silverleafe Capital Partners, LLC

INCREASED

Shares6,067 from 6,058

Change+9 (+0%)

Value$330.7K (+$6.8K)

Filed 2026-10-02

Archer Investment Management, LLC

NEW

Shares6,023

Change+6,023

Value$328.3K

Filed 2026-10-13

Guidance Capital, Inc

UNCHANGED

Shares6,023 from 6,023

Change0 (0%)

Value$274.5K (-$29.0K)

Filed 2026-11-03

BigSur Wealth Management LLC

DECREASED

Shares6,000 from 12,000

Change-6,000 (-50%)

Value$327.1K (-$314.6K)

Filed 2026-10-13

Tanglewood Wealth Management, Inc.

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$327.1K (+$6.2K)

Filed 2026-10-23

BlueSky Wealth Advisors, LLC

UNCHANGED

Shares5,950 from 5,950

Change0 (0%)

Value$324.3K (+$6.2K)

Filed 2026-10-29

UMB Bank, n.a.

UNCHANGED

Shares5,946 from 5,946

Change0 (0%)

Value$324.1K (+$6.2K)

Filed 2026-11-06

Rose Capital Advisors LLC

NEW

Shares5,930

Change+5,930

Value$323.2K

Filed 2026-11-04

Secure Asset Management, LLC

INCREASED

Shares5,919 from 5,884

Change+35 (+1%)

Value$322.7K (+$8.0K)

Filed 2026-10-19

Daymark Wealth Partners, LLC

DECREASED

Shares5,891 from 5,962

Change-71 (-1%)

Value$321.1K (+$2.3K)

Filed 2026-11-04

Nemes Rush Group LLC

UNCHANGED

Shares5,889 from 5,889

Change0 (0%)

Value$321.0K (+$6.1K)

Filed 2026-11-04

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

NEW

Shares5,873

Change+5,873

Value$320.1K

Filed 2026-10-27

Firethorn Wealth Partners, LLC

DECREASED

Shares5,847 from 5,873

Change-26 (0%)

Value$318.7K (+$4.7K)

Filed 2026-10-14

United Capital Management of KS, Inc.

INCREASED

Shares5,796 from 4,855

Change+941 (+19%)

Value$315.9K (+$56.3K)

Filed 2026-11-04

Balboa Wealth Partners

INCREASED

Shares5,789 from 5,618

Change+171 (+3%)

Value$315.6K (+$15.2K)

Filed 2026-10-20

Euro Pacific Asset Management, LLC

INCREASED

Shares5,760 from 5,615

Change+145 (+3%)

Value$314.0K (+$312.7K)

Filed 2026-11-03

Sara-Bay Financial

UNCHANGED

Shares5,732 from 5,732

Change0 (0%)

Value$312.5K (+$6.0K)

Filed 2026-10-21

Salem Investment Counselors Inc

UNCHANGED

Shares5,720 from 5,720

Change0 (0%)

Value$311.8K (+$5.9K)

Filed 2026-10-13

Stevens Capital Partners

INCREASED

Shares5,708 from 4,001

Change+1,707 (+43%)

Value$311.2K (+$97.2K)

Filed 2026-10-29

Guardian Asset Advisors, LLC

DECREASED

Shares5,704 from 5,729

Change-25 (0%)

Value$310.9K (+$4.6K)

Filed 2026-10-16

Gerber Kawasaki Wealth & Investment Management

DECREASED

Shares5,686 from 5,897

Change-211 (-4%)

Value$309.9K (-$5.4K)

Filed 2026-10-29

Cora Capital Advisors LLC

UNCHANGED

Shares5,639 from 5,639

Change0 (0%)

Value$307.4K (+$5.9K)

Filed 2026-11-02

BankChampaign, National Association

DECREASED

Shares5,627 from 5,767

Change-140 (-2%)

Value$306.7K (-$1.6K)

Filed 2026-10-19

Iams Wealth Management, LLC

INCREASED

Shares5,615 from 4,547

Change+1,068 (+23%)

Value$306.1K (+$62.9K)

Filed 2026-10-15

Cap Partners, LLC

UNCHANGED

Shares5,595 from 5,595

Change0 (0%)

Value$305.0K (+$5.8K)

Filed 2026-10-19

D'Orazio & Associates, Inc.

UNCHANGED

Shares5,576 from 5,576

Change0 (0%)

Value$303.9K (+$5.8K)

Filed 2026-11-04

Obermeyer Wealth Partners

DECREASED

Shares5,562 from 5,907

Change-345 (-6%)

Value$303.2K (-$12.7K)

Filed 2026-10-21

AdvisorNet Financial, Inc

INCREASED

Shares5,551 from 4,710

Change+841 (+18%)

Value$278.8K (+$26.9K)

Filed 2026-10-15

Trueblood Wealth Management, LLC

DECREASED

Shares5,504 from 5,506

Change-2 (0%)

Value$300.0K (+$5.6K)

Filed 2026-10-23

Advocate Investing Services LLC

UNCHANGED

Shares5,500 from 5,500

Change0 (0%)

Value$299.8K (+$5.7K)

Filed 2026-10-26

Howard Financial Services, Ltd.

INCREASED

Shares5,491 from 4,926

Change+565 (+11%)

Value$299.3K (+$35.9K)

Filed 2026-10-15

Whitaker-Myers Wealth Managers, Ltd.

DECREASED

Shares5,485 from 5,767

Change-282 (-5%)

Value$299.0K (-$9.4K)

Filed 2026-10-09

Diversified Trust Co

INCREASED

Shares5,462 from 4,400

Change+1,062 (+24%)

Value$297.7K (+$62.5K)

Filed 2026-11-06

Signature Equity Partners, LLC

INCREASED

Shares5,460 from 3,664

Change+1,796 (+49%)

Value$297.6K (+$101.7K)

Filed 2026-10-29

Five Pine Wealth Management

INCREASED

Shares5,410 from 4,205

Change+1,205 (+29%)

Value$294.9K (+$70.1K)

Filed 2026-10-20

Kelsey Financial, LLC

UNCHANGED

Shares5,397 from 5,397

Change0 (0%)

Value$294.2K (+$5.6K)

Filed 2026-10-28

Silverlake Wealth Management LLC

INCREASED

Shares5,370 from 5,270

Change+100 (+2%)

Value$292.7K (+$10.9K)

Filed 2026-10-21

Lazari Capital Management, Inc.

UNCHANGED

Shares5,346 from 5,346

Change0 (0%)

Value$291.4K (+$5.6K)

Filed 2026-10-20

Pacific Sage Partners, LLC

UNCHANGED

Shares5,325 from 5,325

Change0 (0%)

Value$290.3K (+$5.5K)

Filed 2026-10-21

Thurston, Springer, Miller, Herd & Titak, Inc.

DECREASED

Shares5,276 from 29,489

Change-24,213 (-82%)

Value$287.6K (-$1.3M)

Filed 2026-10-14

Adirondack Trust Co

UNCHANGED

Shares5,248 from 5,248

Change0 (0%)

Value$286.0K (+$5.4K)

Filed 2026-10-14

Fiscal Wisdom Wealth Management, LLC

INCREASED

Shares5,237 from 4,601

Change+636 (+14%)

Value$285.5K (+$39.5K)

Filed 2026-10-16

Facet Wealth, Inc.

NEW

Shares5,230

Change+5,230

Value$285.1K

Filed 2026-11-04

Cadinha & Co LLC

INCREASED

Shares5,186 from 5,086

Change+100 (+2%)

Value$282.7K (+$10.7K)

Filed 2026-10-22

Markowski Investments

INCREASED

Shares5,167 from 3,760

Change+1,407 (+37%)

Value$281.7K (+$80.6K)

Filed 2026-10-30

Trilogy Capital Inc.

DECREASED

Shares5,139 from 5,228

Change-89 (-2%)

Value$280.1K (+$586)

Filed 2026-10-20

Pathway Financial Advisers, LLC

INCREASED

Shares5,122 from 5,040

Change+82 (+2%)

Value$279.2K (+$9.7K)

Filed 2026-10-27

Ironwood Financial, llc

DECREASED

Shares5,087 from 5,335

Change-248 (-5%)

Value$277.3K (-$982)

Filed 2026-10-20

Inlight Wealth Management, LLC

UNCHANGED

Shares5,087 from 5,087

Change0 (0%)

Value$277.3K (+$5.3K)

Filed 2026-10-21

Oath Planning, LLC

NEW

Shares5,071

Change+5,071

Value$276.4K

Filed 2026-10-20

BIP Wealth, LLC

NEW

Shares5,069

Change+5,069

Value$276.3K

Filed 2026-10-22

Capital Management Associates, Inc

UNCHANGED

Shares5,062 from 5,062

Change0 (0%)

Value$275.9K (+$5.3K)

Filed 2026-10-20

Cordoba Advisory Partners LLC

INCREASED

Shares5,040 from 5,020

Change+20 (+0%)

Value$274.7K (+$6.3K)

Filed 2026-10-19

Lauer Wealth, LLC

NEW

Shares5,033

Change+5,033

Value$269.0K

Filed 2026-10-13

Pilgrim Partners Asia Pte Ltd

NEW

Shares5,025

Change+5,025

Value$273.9K

Filed 2026-10-29

Gruss & Co., LLC

DECREASED

Shares5,000 from 5,500

Change-500 (-9%)

Value$272.6K (-$21.5K)

Filed 2026-11-02

Ballew Advisors, Inc

INCREASED

Shares5,000 from 4,945

Change+55 (+1%)

Value$273.7K (+$1.6K)

Filed 2026-10-05

Bill Few Associates, Inc.

INCREASED

Shares4,980 from 4,410

Change+570 (+13%)

Value$271.5K (+$35.7K)

Filed 2026-10-09

Integrity Advisory Solutions, LLC

NEW

Shares4,977

Change+4,977

Value$271.3K

Filed 2026-10-29

Sepio Capital, LP

INCREASED

Shares4,970 from 4,656

Change+314 (+7%)

Value$270.9K (+$22.0K)

Filed 2026-10-22

Kure Advisory, LLC

UNCHANGED

Shares4,961 from 4,961

Change0 (0%)

Value$270.4K (+$5.2K)

Filed 2026-10-08

Atwater Malick LLC

UNCHANGED

Shares4,952 from 4,952

Change0 (0%)

Value$269.9K (+$5.2K)

Filed 2026-10-15

Forum Financial Management, LP

INCREASED

Shares4,946 from 4,780

Change+166 (+3%)

Value$269.6K (+$14.0K)

Filed 2026-10-16

Perennial Advisors, LLC

UNCHANGED

Shares4,933 from 4,933

Change0 (0%)

Value$268.9K (+$5.1K)

Filed 2026-10-13

David J Yvars Group

INCREASED

Shares4,927 from 4,867

Change+60 (+1%)

Value$268.6K (+$8.3K)

Filed 2026-10-09

Lake Street Private Wealth, LLC

DECREASED

Shares4,919 from 5,971

Change-1,052 (-18%)

Value$268.1K (-$51.2K)

Filed 2026-10-22

Indivisible Partners

INCREASED

Shares4,912 from 4,276

Change+636 (+15%)

Value$267.8K (+$39.1K)

Filed 2026-10-26

Rolek Wealth Management LLC

INCREASED

Shares4,906 from 4,383

Change+523 (+12%)

Value$267.4K (+$33.1K)

Filed 2026-10-21

Net Worth Advisory Group

INCREASED

Shares4,880 from 4,535

Change+345 (+8%)

Value$268.5K (+$26.0K)

Filed 2026-10-20

Badgley Phelps Wealth Managers, LLC

NEW

Shares4,850

Change+4,850

Value$264.4K

Filed 2026-10-22

Stonehearth Capital Management, LLC

DECREASED

Shares4,837 from 5,512

Change-675 (-12%)

Value$263.7K (-$31.1K)

Filed 2026-10-13

Oarsman Capital, Inc.

DECREASED

Shares4,745 from 5,485

Change-740 (-13%)

Value$258.7K (-$34.6K)

Filed 2026-11-05

Jacobi Capital Management LLC

INCREASED

Shares4,733 from 4,513

Change+220 (+5%)

Value$258.0K (+$16.7K)

Filed 2026-11-05

Compass Financial Services Inc

DECREASED

Shares4,726 from 5,277

Change-551 (-10%)

Value$257.6K (-$24.5K)

Filed 2026-11-06

Cypress Point Wealth Management, LLC

NEW

Shares4,724

Change+4,724

Value$257.5K

Filed 2026-11-03

Winch Advisory Services, LLC

UNCHANGED

Shares4,718 from 4,718

Change0 (0%)

Value$257.2K (+$4.9K)

Filed 2026-11-06

Tompkins Financial Corp

UNCHANGED

Shares4,711 from 4,711

Change0 (0%)

Value$256.8K (+$4.9K)

Filed 2026-10-05

Laurel OAK Wealth Management, LLC

INCREASED

Shares4,705 from 4,535

Change+170 (+4%)

Value$256.5K (+$14.0K)

Filed 2026-10-19

Blackston Financial Advisory Group, LLC

INCREASED

Shares4,703 from 4,651

Change+52 (+1%)

Value$256.4K (+$7.7K)

Filed 2026-11-04

Cornerstone Management, Inc.

INCREASED

Shares4,674 from 4,287

Change+387 (+9%)

Value$254.8K (+$25.6K)

Filed 2026-10-16

Bell Investment Advisors, Inc

UNCHANGED

Shares4,663 from 4,663

Change0 (0%)

Value$254.2K (+$4.9K)

Filed 2026-10-29

Falcon Wealth Planning

NEW

Shares4,649

Change+4,649

Value$253.4K

Filed 2026-11-06

Sherry Group, Inc.

DECREASED

Shares4,633 from 4,733

Change-100 (-2%)

Value$252.6K (+$3.2K)

Filed 2026-10-09

Dedeker Financial LLC

UNCHANGED

Shares4,621 from 4,621

Change0 (0%)

Value$251.8K (+$4.8K)

Filed 2026-10-23

Claro Advisors Inc.

INCREASED

Shares4,568 from 4,113

Change+455 (+11%)

Value$249.0K (+$29.1K)

Filed 2026-11-02

BridgePort Financial Solutions, LLC

DECREASED

Shares4,564 from 4,896

Change-332 (-7%)

Value$248.8K (-$13.0K)

Filed 2026-11-02

Global Wealth Management, LLC

UNCHANGED

Shares4,548 from 4,548

Change0 (0%)

Value$247.9K (+$4.7K)

Filed 2026-10-15

Matauro, LLC

DECREASED

Shares4,540 from 4,660

Change-120 (-3%)

Value$247.5K (-$1.7K)

Filed 2026-11-03

Red Mountain Financial, LLC

UNCHANGED

Shares4,535 from 4,535

Change0 (0%)

Value$247.2K (+$4.7K)

Filed 2026-11-03

Rockport Wealth LLC

UNCHANGED

Shares4,528 from 4,528

Change0 (0%)

Value$246.8K (+$4.7K)

Filed 2026-11-03

Private Capital Advisors, Inc.

NEW

Shares4,500

Change+4,500

Value$245.3K

Filed 2026-10-06

Apollon Financial, LLC

INCREASED

Shares4,500 from 4,065

Change+435 (+11%)

Value$245.3K (+$27.9K)

Filed 2026-10-23

Ferguson Shapiro LLC

UNCHANGED

Shares4,500 from 4,500

Change0 (0%)

Value$245.3K (+$4.7K)

Filed 2026-10-16

TMB Capital Partners, LLC

UNCHANGED

Shares4,485 from 4,485

Change0 (0%)

Value$244.5K (+$4.7K)

Filed 2026-10-20

G&S Capital LLC

UNCHANGED

Shares4,484 from 4,484

Change0 (0%)

Value$244.4K (+$4.7K)

Filed 2026-10-23

Black Diamond Financial, LLC

UNCHANGED

Shares4,426 from 4,426

Change0 (0%)

Value$241.3K (+$4.6K)

Filed 2026-10-26

Power Wealth Management LLC

DECREASED

Shares4,413 from 19,683

Change-15,270 (-78%)

Value$240.6K (-$811.9K)

Filed 2026-10-27

Burke & Herbert Bank & Trust Co

UNCHANGED

Shares4,405 from 4,405

Change0 (0%)

Value$240.1K (+$4.6K)

Filed 2026-11-02

KPP Advisory Services LLC

INCREASED

Shares4,397 from 3,826

Change+571 (+15%)

Value$239.7K (+$35.1K)

Filed 2026-10-26

Bluedoor Private Wealth, LLC

DECREASED

Shares4,381 from 4,631

Change-250 (-5%)

Value$238.8K (-$8.8K)

Filed 2026-11-05

WealthPlan Investment Management, LLC

UNCHANGED

Shares4,350 from 4,350

Change0 (0%)

Value$237.1K (+$4.5K)

Filed 2026-10-15

PCG Asset Management, LLC

NEW

Shares4,341

Change+4,341

Value$236.6K

Filed 2026-11-05

Mather Group, Llc.

INCREASED

Shares4,341 from 3,881

Change+460 (+12%)

Value$236.6K (+$29.1K)

Filed 2026-10-14

Persium Advisors, LLC

UNCHANGED

Shares4,332 from 4,332

Change0 (0%)

Value$236.1K (+$4.5K)

Filed 2026-10-07

EPG Wealth Management LLC

UNCHANGED

Shares4,296 from 4,296

Change0 (0%)

Value$234.2K (+$4.5K)

Filed 2026-11-03

B.O.S.S. Retirement Advisors, LLC

NEW

Shares4,281

Change+4,281

Value$233.4K

Filed 2026-10-26

Tamar Securities, LLC

DECREASED

Shares4,273 from 6,184

Change-1,911 (-31%)

Value$232.9K (-$97.7K)

Filed 2026-11-03

Blue Fin Capital, Inc.

UNCHANGED

Shares4,254 from 4,254

Change0 (0%)

Value$231.9K (+$4.4K)

Filed 2026-10-28

Marin Bay Wealth Advisors, LLC

NEW

Shares4,251

Change+4,251

Value$231.7K

Filed 2026-10-28

MBA Advisors LLC

DECREASED

Shares4,234 from 4,314

Change-80 (-2%)

Value$230.8K (+$125)

Filed 2026-10-29

Interchange Capital Partners, LLC

DECREASED

Shares4,231 from 5,410

Change-1,179 (-22%)

Value$230.6K (-$58.6K)

Filed 2026-10-28

Cornerstone Wealth Group, LLC

DECREASED

Shares4,222 from 4,409

Change-187 (-4%)

Value$230.1K (-$5.6K)

Filed 2026-11-02

15 Wealth Advisors LLC

NEW

Shares4,202

Change+4,202

Value$229.1K

Filed 2026-10-14

Fell Capital Management

UNCHANGED

Shares4,200 from 4,200

Change0 (0%)

Value$228.9K (+$4.4K)

Filed 2026-10-09

JFS Wealth Advisors, LLC

DECREASED

Shares4,195 from 4,200

Change-5 (0%)

Value$228.7K (+$4.1K)

Filed 2026-11-03

Heritage Wealth Management, Inc.

NEW

Shares4,182

Change+4,182

Value$228.0K

Filed 2026-10-28

Mayfair Advisory Group, LLC

UNCHANGED

Shares4,176 from 4,176

Change0 (0%)

Value$227.6K (+$8.0K)

Filed 2026-10-20

Partners Wealth Management, LLC

NEW

Shares4,153

Change+4,153

Value$226.4K

Filed 2026-10-28

Cannon Advisors, Inc.

UNCHANGED

Shares4,150 from 4,150

Change0 (0%)

Value$222.0K (+$1.3K)

Filed 2026-10-14

Magnus Financial Group LLC

DECREASED

Shares4,127 from 6,602

Change-2,475 (-37%)

Value$225.0K (-$128.0K)

Filed 2026-10-21

Accel Wealth Management

DECREASED

Shares4,118 from 4,403

Change-285 (-6%)

Value$224.5K (-$11.0K)

Filed 2026-10-13

Allied Investment Advisors, LLC

UNCHANGED

Shares4,107 from 4,107

Change0 (0%)

Value$223.9K (+$4.3K)

Filed 2026-10-13

Gibbs Wealth Management

DECREASED

Shares4,102 from 11,157

Change-7,055 (-63%)

Value$223.6K (-$373.0K)

Filed 2026-10-22

SVB Wealth LLC

NEW

Shares4,100

Change+4,100

Value$223.5K

Filed 2026-11-06

Waldron Private Wealth LLC

DECREASED

Shares4,100 from 4,208

Change-108 (-3%)

Value$223.5K (-$1.5K)

Filed 2026-11-02

Oceanside Advisors LLC

UNCHANGED

Shares4,100 from 4,100

Change0 (0%)

Value$223.5K (+$4.3K)

Filed 2026-11-03

Tcfg Investment Advisors, LLC

UNCHANGED

Shares4,099 from 4,099

Change0 (0%)

Value$223.4K (+$4.3K)

Filed 2026-10-20

Nottingham Advisors, Inc.

UNCHANGED

Shares4,085 from 4,085

Change0 (0%)

Value$224.8K (+$16.5K)

Filed 2026-10-29

Hilltop National Bank

UNCHANGED

Shares4,068 from 4,068

Change0 (0%)

Value$221.7K (+$4.2K)

Filed 2026-10-14

Investment Management Corp

INCREASED

Shares4,064 from 3,890

Change+174 (+4%)

Value$221.5K (+$13.5K)

Filed 2026-11-03

Sanchez Gaunt Capital Management, LLC

NEW

Shares4,060

Change+4,060

Value$221.3K

Filed 2026-11-03

Integrity Wealth Advisors, Inc.

NEW

Shares4,050

Change+4,050

Value$220.8K

Filed 2026-10-29

Verdence Capital Advisors LLC

DECREASED

Shares4,050 from 5,448

Change-1,398 (-26%)

Value$220.8K (-$70.5K)

Filed 2026-10-26

MTM Investment Management, LLC

DECREASED

Shares4,045 from 4,510

Change-465 (-10%)

Value$220.5K (-$20.7K)

Filed 2026-10-30

Advanced Asset Management Advisors Inc

DECREASED

Shares4,032 from 4,219

Change-187 (-4%)

Value$219.8K (-$5.8K)

Filed 2026-10-20

Burrus Financial Services, Inc.

UNCHANGED

Shares4,020 from 4,020

Change0 (0%)

Value$219.1K (+$4.2K)

Filed 2026-10-22

S&A Financial Services, Inc.

NEW

Shares4,016

Change+4,016

Value$218.9K

Filed 2026-11-03

Boyce & Associates Wealth Consulting, Inc.

UNCHANGED

Shares4,014 from 4,014

Change0 (0%)

Value$218.8K (+$4.2K)

Filed 2026-10-14

Acropolis Investment Management, LLC

DECREASED

Shares3,980 from 4,205

Change-225 (-5%)

Value$217.0K (-$7.9K)

Filed 2026-10-08

Cyndeo Wealth Partners, LLC

NEW

Shares3,956

Change+3,956

Value$215.6K

Filed 2026-10-16

Lee, Kelleher & Klein Wealth Management

DECREASED

Shares3,955 from 3,974

Change-19 (0%)

Value$215.6K (+$3.1K)

Filed 2026-10-08

Armstrong Advisory Group, Inc

UNCHANGED

Shares3,952 from 3,952

Change0 (0%)

Value$215.4K (+$4.1K)

Filed 2026-10-09

First National Bank of Mount Dora, Trust Investment Services

NEW

Shares3,945

Change+3,945

Value$215.0K

Filed 2026-10-21

Capital Square, LLC

NEW

Shares3,942

Change+3,942

Value$214.9K

Filed 2026-10-19

Partners in Financial Planning

DECREASED

Shares3,942 from 4,108

Change-166 (-4%)

Value$214.9K (-$4.8K)

Filed 2026-11-06

Mountain Capital Investment Advisors Inc.

INCREASED

Shares3,936 from 3,916

Change+20 (+1%)

Value$214.6K (+$5.2K)

Filed 2026-11-06

Melfa Wealth Management, Inc.

UNCHANGED

Shares3,927 from 3,927

Change0 (0%)

Value$214.1K (+$4.1K)

Filed 2026-11-06

Accredited Investor Services, LLC

DECREASED

Shares3,910 from 3,964

Change-54 (-1%)

Value$213.1K (+$1.2K)

Filed 2026-10-22

First Horizon Corp

UNCHANGED

Shares3,906 from 3,906

Change0 (0%)

Value$212.9K (+$4.1K)

Filed 2026-10-26

Mengis Capital Management, Inc.

NEW

Shares3,874

Change+3,874

Value$211.2K

Filed 2026-10-13

Fortress Financial Solutions, LLC

NEW

Shares3,862

Change+3,862

Value$210.5K

Filed 2026-10-14

Valley Forge Investment Consultants Inc ADV

UNCHANGED

Shares3,840 from 3,840

Change0 (0%)

Value$209.3K (+$4.0K)

Filed 2026-11-03

Fearless Solutions, LLC dba Best Invest

INCREASED

Shares3,826 from 3,805

Change+21 (+1%)

Value$208.6K (+$5.1K)

Filed 2026-10-14

Convergence Financial, LLC

NEW

Shares3,823

Change+3,823

Value$208.4K

Filed 2026-10-27

SpringVest Wealth Management LLC

DECREASED

Shares3,811 from 4,061

Change-250 (-6%)

Value$207.7K (-$9.4K)

Filed 2026-10-27

Loring Wolcott & Coolidge Fiduciary Advisors LLP

INCREASED

Shares3,805 from 885

Change+2,920 (+330%)

Value$207.4K (+$160.1K)

Filed 2026-10-23

Madrona Financial Services, LLC

NEW

Shares3,795

Change+3,795

Value$206.9K

Filed 2026-10-23

TigerOak Management, L.L.C.

UNCHANGED

Shares3,782 from 3,782

Change0 (0%)

Value$206.2K (+$3.9K)

Filed 2026-10-23

Madden Securities Corp

NEW

Shares3,750

Change+3,750

Value$204.4K

Filed 2026-10-27

Keyes, Stange & Wooten Wealth Management, LLC

NEW

Shares3,731

Change+3,731

Value$203.4K

Filed 2026-11-03

Parkside Financial Bank & Trust

UNCHANGED

Shares3,725 from 3,725

Change0 (0%)

Value$203.1K (+$3.9K)

Filed 2026-10-27

Linscomb Wealth, Inc.

NEW

Shares3,716

Change+3,716

Value$202.6K

Filed 2026-11-05

Tennessee Valley Asset Management Partners

NEW

Shares3,709

Change+3,709

Value$202.2K

Filed 2026-11-03

Chicago Partners Investment Group LLC

DECREASED

Shares3,709 from 5,009

Change-1,300 (-26%)

Value$180.7K (-$80.1K)

Filed 2026-10-27

Bedel Financial Consulting, Inc.

NEW

Shares3,704

Change+3,704

Value$201.9K

Filed 2026-11-06

Connecticut Wealth Management, LLC

NEW

Shares3,696

Change+3,696

Value$201.5K

Filed 2026-10-13

DeDora Capital, Inc.

NEW

Shares3,695

Change+3,695

Value$201.4K

Filed 2026-10-26

Burford Brothers, Inc.

NEW

Shares3,692

Change+3,692

Value$201.3K

Filed 2026-10-21

Gemmer Asset Management LLC

DECREASED

Shares3,687 from 4,902

Change-1,215 (-25%)

Value$201.0K (-$61.1K)

Filed 2026-10-16

Main Street Group, LTD

INCREASED

Shares3,520 from 3,449

Change+71 (+2%)

Value$191.9K (+$7.5K)

Filed 2026-10-28

Lloyd Advisory Services, Llc.

INCREASED

Shares3,454 from 3,000

Change+454 (+15%)

Value$188.3K (+$27.9K)

Filed 2026-11-02

Strengthening Families & Communities, LLC

DECREASED

Shares3,446 from 3,751

Change-305 (-8%)

Value$187.8K (-$12.7K)

Filed 2026-10-21

Nova Financial LLC

NEW

Shares3,430

Change+3,430

Value$187.0K

Filed 2026-11-04

Focused Wealth Management, Inc

NEW

Shares3,370

Change+3,370

Value$183.7K

Filed 2026-10-30

Security National Bank

DECREASED

Shares3,247 from 4,246

Change-999 (-24%)

Value$177.0K (-$50.0K)

Filed 2026-10-26

Independence Bank of Kentucky

INCREASED

Shares3,125 from 2,620

Change+505 (+19%)

Value$170.3K (+$30.3K)

Filed 2026-10-26

Albion Financial Group

UNCHANGED

Shares3,100 from 3,100

Change0 (0%)

Value$169.0K (+$3.2K)

Filed 2026-10-21

City State Bank

UNCHANGED

Shares3,091 from 3,091

Change0 (0%)

Value$168.5K (+$3.2K)

Filed 2026-10-20

Financial Consulate, Inc

INCREASED

Shares3,087 from 2,227

Change+860 (+39%)

Value$168.3K (+$49.2K)

Filed 2026-10-23

Physician Wealth Advisors, Inc.

INCREASED

Shares3,017 from 2,847

Change+170 (+6%)

Value$164.5K (+$12.2K)

Filed 2026-10-20

Hickory Point Bank & Trust

UNCHANGED

Shares2,875 from 2,875

Change0 (0%)

Value$156.7K (+$3.0K)

Filed 2026-10-01

IFS Advisors, LLC

NEW

Shares2,800

Change+2,800

Value$152.7K

Filed 2026-10-14

CGC Financial Services, LLC

UNCHANGED

Shares2,800 from 2,800

Change0 (0%)

Value$152.6K (+$2.9K)

Filed 2026-10-13

Root Financial Partners, LLC

NEW

Shares2,705

Change+2,705

Value$147.5K

Filed 2026-10-21

Valley National Advisers Inc

INCREASED

Shares2,640 from 249

Change+2,391 (+960%)

Value$143.9K (+$130.6K)

Filed 2026-10-23

Burns Matteson Capital Management, LLC

NEW

Shares2,569

Change+2,569

Value$140.0K

Filed 2026-10-16

Gables Capital Management Inc.

UNCHANGED

Shares2,494 from 2,494

Change0 (0%)

Value$135.9K (+$2.6K)

Filed 2026-11-04

Trust Co of Toledo NA

UNCHANGED

Shares2,474 from 2,474

Change0 (0%)

Value$134.9K (+$2.6K)

Filed 2026-10-16

Concord Wealth Partners

DECREASED

Shares2,448 from 3,072

Change-624 (-20%)

Value$133.5K (-$30.8K)

Filed 2026-11-02

Caldwell Trust Co

DECREASED

Shares2,435 from 2,710

Change-275 (-10%)

Value$132.7K (-$12.2K)

Filed 2026-10-30

Plante Moran Financial Advisors, LLC

DECREASED

Shares2,424 from 2,707

Change-283 (-10%)

Value$132.1K (-$12.6K)

Filed 2026-11-04

Triumph Capital Management

INCREASED

Shares2,414 from 1,139

Change+1,275 (+112%)

Value$131.6K (+$70.7K)

Filed 2026-10-14

Princeton Global Asset Management LLC

UNCHANGED

Shares2,350 from 2,350

Change0 (0%)

Value$128.1K (+$2.4K)

Filed 2026-10-21

Pacific Center for Financial Services

UNCHANGED

Shares2,341 from 2,341

Change0 (0%)

Value$127.6K (+$2.4K)

Filed 2026-10-15

Duncker Streett & Co Inc

INCREASED

Shares2,294 from 1,607

Change+687 (+43%)

Value$125.0K (+$39.1K)

Filed 2026-10-27

North Star Investment Management Corp.

INCREASED

Shares2,165 from 1,840

Change+325 (+18%)

Value$118.0K (+$19.6K)

Filed 2026-10-27

Godsey & Gibb, Inc

UNCHANGED

Shares2,121 from 2,121

Change0 (0%)

Value$115.6K (+$2.2K)

Filed 2026-10-14

Westside Investment Management, Inc.

UNCHANGED

Shares2,091 from 2,091

Change0 (0%)

Value$114.0K (+$2.2K)

Filed 2026-11-02

Evolution Wealth Management Inc.

DECREASED

Shares2,077 from 2,105

Change-28 (-1%)

Value$113.2K (+$663)

Filed 2026-10-28

Vision Financial Markets LLC

UNCHANGED

Shares2,037 from 2,037

Change0 (0%)

Value$112.0K (+$2.8K)

Filed 2026-10-22

Community Bank, N.A.

UNCHANGED

Shares2,010 from 2,010

Change0 (0%)

Value$109.5K (+$2.1K)

Filed 2026-11-06

Meriwether Wealth & Planning, LLC

NEW

Shares2,009

Change+2,009

Value$109.5K

Filed 2026-10-13

Center for Financial Planning, Inc.

INCREASED

Shares2,000 from 500

Change+1,500 (+300%)

Value$109.0K (+$82.3K)

Filed 2026-10-26

Hilton Head Capital Partners, LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$109.0K (+$2.1K)

Filed 2026-10-23

Bangor Savings Bank

INCREASED

Shares1,911 from 620

Change+1,291 (+208%)

Value$104.2K (+$71.0K)

Filed 2026-10-06

Pioneer Family Office, LLC

UNCHANGED

Shares1,895 from 1,895

Change0 (0%)

Value$103.3K (+$2.0K)

Filed 2026-10-30

Union Bancaire Privee, UBP SA

DECREASED

Shares1,855 from 13,554

Change-11,699 (-86%)

Value$93.7K (-$610.2K)

Filed 2026-11-04

Cherry Tree Wealth Management, LLC

UNCHANGED

Shares1,789 from 1,789

Change0 (0%)

Value$97.5K (+$1.9K)

Filed 2026-10-15

Union Savings Bank

UNCHANGED

Shares1,761 from 1,761

Change0 (0%)

Value$96.0K (+$1.8K)

Filed 2026-10-14

Key FInancial Inc

DECREASED

Shares1,710 from 1,779

Change-69 (-4%)

Value$93.2K (-$1.9K)

Filed 2026-11-02

Hager Investment Management Services, LLC

UNCHANGED

Shares1,661 from 1,661

Change0 (0%)

Value$90.5K (+$1.7K)

Filed 2026-11-04

LFA - Lugano Financial Advisors SA

UNCHANGED

Shares1,626 from 1,626

Change0 (0%)

Value$88.6K (+$1.7K)

Filed 2026-11-03

Glass Jacobson Investment Advisors llc

INCREASED

Shares1,591 from 1,194

Change+397 (+33%)

Value$86.7K (+$22.9K)

Filed 2026-10-26

Atlantic Edge Private Wealth Management, LLC

UNCHANGED

Shares1,575 from 1,575

Change0 (0%)

Value$85.9K (+$1.6K)

Filed 2026-10-20

Archer Investment Corp

UNCHANGED

Shares1,532 from 1,532

Change0 (0%)

Value$83.5K (+$1.6K)

Filed 2026-11-05

Salomon & Ludwin, LLC

INCREASED

Shares1,507 from 1,407

Change+100 (+7%)

Value$82.1K (+$6.8K)

Filed 2026-10-29

GoalVest Advisory LLC

UNCHANGED

Shares1,507 from 1,507

Change0 (0%)

Value$82.1K (+$1.6K)

Filed 2026-10-02

Bayban

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$80.2K ($0)

Filed 2026-11-05

Avion Wealth

INCREASED

Shares1,464 from 1,379

Change+85 (+6%)

Value$79 (-$72.9K)

Filed 2026-11-04

Balance Wealth Partners LLC

NEW

Shares1,439

Change+1,439

Value$78.5K

Filed 2026-10-27

Financial Network Wealth Advisors LLC

DECREASED

Shares1,411 from 2,230

Change-819 (-37%)

Value$76.9K (-$42.3K)

Filed 2026-10-28

Stone House Investment Management, LLC

DECREASED

Shares1,406 from 1,408

Change-2 (0%)

Value$76.6K (+$1.4K)

Filed 2026-10-23

Asset Dedication, LLC

INCREASED

Shares1,368 from 1,338

Change+30 (+2%)

Value$74.6K (+$3.0K)

Filed 2026-11-03

Syntax Research, Inc.

NEW

Shares1,350

Change+1,350

Value$73.6K

Filed 2026-11-04

Gamma Investing LLC

UNCHANGED

Shares1,342 from 1,342

Change0 (0%)

Value$73.2K (+$1.4K)

Filed 2026-10-08

Key Capital Management, Inc

INCREASED

Shares1,318 from 1,076

Change+242 (+22%)

Value$71.8K (+$14.3K)

Filed 2026-11-03

Advantage Trust Co

UNCHANGED

Shares1,315 from 1,315

Change0 (0%)

Value$71.7K (+$1.4K)

Filed 2026-10-19

Proathlete Wealth Management LLC

DECREASED

Shares1,304 from 1,470

Change-166 (-11%)

Value$71.1K (+$1.4K)

Filed 2026-10-15

RMG Wealth Management LLC

UNCHANGED

Shares1,283 from 1,283

Change0 (0%)

Value$63.6K (-$12.2K)

Filed 2026-10-26

Foster Dykema Cabot & Partners, LLC

UNCHANGED

Shares1,251 from 1,251

Change0 (0%)

Value$68.2K (+$1.3K)

Filed 2026-10-30

Farmers & Merchants Investments Inc

UNCHANGED

Shares1,239 from 1,239

Change0 (0%)

Value$67.5K (+$1.3K)

Filed 2026-10-22

Vaquero Private Wealth, LTD

DECREASED

Shares1,151 from 1,171

Change-20 (-2%)

Value$62.8K (+$128)

Filed 2026-10-27

Toth Financial Advisory Corp

INCREASED

Shares1,145 from 1,095

Change+50 (+5%)

Value$62.4K (+$3.9K)

Filed 2026-10-08

Axiom Investment Management LLC

INCREASED

Shares1,125 from 375

Change+750 (+200%)

Value$61.3K (+$41.3K)

Filed 2026-11-03

NorthAvenue LLC

UNCHANGED

Shares1,109 from 1,109

Change0 (0%)

Value$60.5K (+$1.2K)

Filed 2026-10-29

Granite FO LLC

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$60.0K (+$1.1K)

Filed 2026-10-14

IAG Wealth Partners, LLC

UNCHANGED

Shares1,088 from 1,088

Change0 (0%)

Value$59.3K (+$1.1K)

Filed 2026-11-06

RHL Group, LLC

INCREASED

Shares1,084 from 978

Change+106 (+11%)

Value$59.1K (+$7.2K)

Filed 2026-11-04

Kentucky Trust Co

INCREASED

Shares1,080 from 1,030

Change+50 (+5%)

Value$58.9K (+$3.8K)

Filed 2026-10-15

Burkett Financial Services, LLC

INCREASED

Shares1,033 from 833

Change+200 (+24%)

Value$56.3K (+$11.8K)

Filed 2026-10-01

Kings Path Partners LLC

INCREASED

Shares1,009 from 1,000

Change+9 (+1%)

Value$55.0K (+$1.5K)

Filed 2026-10-21

First Bancorp, Inc

UNCHANGED

Shares1,004 from 1,004

Change0 (0%)

Value$54.7K (+$1.0K)

Filed 2026-10-26

Rydar Equities, Inc.

NEW

Shares1,000

Change+1,000

Value$53.8K

Filed 2026-10-13

Abound Wealth Management

UNCHANGED

Shares980 from 980

Change0 (0%)

Value$53.4K (+$1.0K)

Filed 2026-10-26

MJT & Associates Financial Advisory Group, Inc.

NEW

Shares952

Change+952

Value$51.9K

Filed 2026-10-07

Towne Trust Company, N.a

UNCHANGED

Shares925 from 925

Change0 (0%)

Value$50.4K (+$962)

Filed 2026-10-28

Decker Retirement Planning Inc.

UNCHANGED

Shares908 from 908

Change0 (0%)

Value$49.5K (+$944)

Filed 2026-10-19

Citizens National Bank Trust Department

NEW

Shares900

Change+900

Value$49.1K

Filed 2026-11-04

Old Second National Bank of Aurora

UNCHANGED

Shares886 from 886

Change0 (0%)

Value$48.3K (+$922)

Filed 2026-10-22

Kelleher Financial Advisors

UNCHANGED

Shares865 from 865

Change0 (0%)

Value$47.2K (+$899)

Filed 2026-10-30

Wealth Analytics Partners, LLC

NEW

Shares863

Change+863

Value$47.0K

Filed 2026-10-19

Compass Wealth Management LLC

NEW

Shares854

Change+854

Value$46.6K

Filed 2026-10-22

First United Bank & Trust

UNCHANGED

Shares845 from 845

Change0 (0%)

Value$46.1K (+$879)

Filed 2026-10-22

Community Financial Services Group, LLC

UNCHANGED

Shares840 from 840

Change0 (0%)

Value$46.2K (+$1.2K)

Filed 2026-10-15

Richardson Capital Management LLC

UNCHANGED

Shares840 from 840

Change0 (0%)

Value$45.8K (+$873)

Filed 2026-10-23

Keystone Financial Group, Inc.

UNCHANGED

Shares810 from 810

Change0 (0%)

Value$44.2K (+$842)

Filed 2026-10-13

Smallwood Wealth Investment Management, LLC

UNCHANGED

Shares800 from 800

Change0 (0%)

Value$43.6K (+$832)

Filed 2026-10-30

Clearstead Trust, LLC

UNCHANGED

Shares784 from 784

Change0 (0%)

Value$42.7K (+$816)

Filed 2026-11-06

Essex Investment Management Co LLC

UNCHANGED

Shares771 from 771

Change0 (0%)

Value$42.0K (+$802)

Filed 2026-10-19

Go Invest LLC

INCREASED

Shares769 from 667

Change+102 (+15%)

Value$41.9K (+$6.3K)

Filed 2026-10-09

General Partner, Inc.

UNCHANGED

Shares750 from 750

Change0 (0%)

Value$40.9K (+$780)

Filed 2026-10-05

Nexus Investment Management ULC

UNCHANGED

Shares750 from 750

Change0 (0%)

Value$40.9K (+$780)

Filed 2026-10-27

Grove Bank & Trust

UNCHANGED

Shares750 from 750

Change0 (0%)

Value$40.9K (+$780)

Filed 2026-10-08

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares750 from 750

Change0 (0%)

Value$40.9K (+$780)

Filed 2026-10-05

Farmers & Merchants Trust Co of Chambersburg PA

UNCHANGED

Shares734 from 734

Change0 (0%)

Value$40 (-$39.0K)

Filed 2026-10-14

DiNuzzo Private Wealth, Inc.

UNCHANGED

Shares720 from 720

Change0 (0%)

Value$39.2K (+$749)

Filed 2026-10-16

Cape Investment Advisory, Inc.

UNCHANGED

Shares703 from 703

Change0 (0%)

Value$38.3K (+$732)

Filed 2026-10-13

Beacon Investment Advisory Services, Inc.

UNCHANGED

Shares659 from 659

Change0 (0%)

Value$35.9K (+$686)

Filed 2026-10-13

Financial Management Professionals, Inc.

DECREASED

Shares617 from 670

Change-53 (-8%)

Value$33.6K (-$2.2K)

Filed 2026-10-23

American Capital Advisory, LLC

UNCHANGED

Shares589 from 589

Change0 (0%)

Value$32.1K (+$613)

Filed 2026-10-28

Lodestone Wealth Management LLC

DECREASED

Shares572 from 822

Change-250 (-30%)

Value$31.2K (-$12.8K)

Filed 2026-10-14

Flagship Wealth Advisors, LLC

DECREASED

Shares550 from 600

Change-50 (-8%)

Value$30.0K (-$2.1K)

Filed 2026-11-03

Nfsg Corp

DECREASED

Shares540 from 630

Change-90 (-14%)

Value$29.4K (-$4.3K)

Filed 2026-10-15

StrongBox Wealth, LLC

UNCHANGED

Shares510 from 510

Change0 (0%)

Value$27.8K (+$530)

Filed 2026-11-02

Sfam, LLC

UNCHANGED

Shares507 from 507

Change0 (0%)

Value$27.6K (+$528)

Filed 2026-11-03

West Branch Capital LLC

UNCHANGED

Shares502 from 502

Change0 (0%)

Value$27.4K (+$521)

Filed 2026-10-20

Daytona Street Capital LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$27.5K (+$608)

Filed 2026-10-15

Intesa Sanpaolo Wealth Management

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$27.3K (+$520)

Filed 2026-10-28

Horizons Wealth Management

NEW

Shares483

Change+483

Value$26.3K

Filed 2026-10-05

Redwood Park Advisors LLC

UNCHANGED

Shares458 from 458

Change0 (0%)

Value$25.0K (+$476)

Filed 2026-11-02

Buck Wealth Strategies, LLC

UNCHANGED

Shares457 from 457

Change0 (0%)

Value$24.9K (+$475)

Filed 2026-10-28

Kingdom Financial Group Llc.

UNCHANGED

Shares447 from 447

Change0 (0%)

Value$24.4K (+$465)

Filed 2026-11-04

Barrett & Company, Inc.

UNCHANGED

Shares430 from 430

Change0 (0%)

Value$23.4K (+$447)

Filed 2026-10-22

Quest 10 Wealth Builders, Inc.

UNCHANGED

Shares430 from 430

Change0 (0%)

Value$23.4K (+$447)

Filed 2026-11-02

John Boyer, Inc.

NEW

Shares421

Change+421

Value$22.9K

Filed 2026-10-27

Bullock Wealth Management Group

DECREASED

Shares421 from 430

Change-9 (-2%)

Value$23.1K (+$108)

Filed 2026-10-09

Vermillion Wealth Management, Inc.

DECREASED

Shares406 from 1,103

Change-697 (-63%)

Value$22.1K (-$36.8K)

Filed 2026-10-26

Fairscale Capital, LLC

UNCHANGED

Shares390 from 390

Change0 (0%)

Value$17.4K (-$3.5K)

Filed 2026-11-04

Cranbrook Wealth Management, LLC

UNCHANGED

Shares363 from 363

Change0 (0%)

Value$19.8K (+$378)

Filed 2026-10-28

Clark Wealth Partners

UNCHANGED

Shares360 from 360

Change0 (0%)

Value$19.6K (+$374)

Filed 2026-10-19

Wilkerson Advisory Group LLC

UNCHANGED

Shares345 from 345

Change0 (0%)

Value$18.8K (+$359)

Filed 2026-10-20

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares340 from 340

Change0 (0%)

Value$18.5K (+$354)

Filed 2026-10-27

Heritage Family Offices, LLP

NEW

Shares338

Change+338

Value$18.4K

Filed 2026-11-02

William Mack & Associates, Inc.

NEW

Shares336

Change+336

Value$18.3K

Filed 2026-10-27

Fortitude Family Office, LLC

INCREASED

Shares336 from 36

Change+300 (+833%)

Value$18.3K (+$16.4K)

Filed 2026-10-14

Inspire Investing, LLC

UNCHANGED

Shares334 from 334

Change0 (0%)

Value$18.2K (+$347)

Filed 2026-10-22

DecisionPoint Financial, LLC

UNCHANGED

Shares307 from 307

Change0 (0%)

Value$16.9K (+$442)

Filed 2026-10-27

New England Capital Financial Advisors LLC

UNCHANGED

Shares301 from 301

Change0 (0%)

Value$16.4K (+$313)

Filed 2026-11-03

Tsfg, LLC

DECREASED

Shares300 from 4,502

Change-4,202 (-93%)

Value$16 (-$241.0K)

Filed 2026-10-23

American National Bank & Trust

DECREASED

Shares290 from 590

Change-300 (-51%)

Value$15.8K (-$15.7K)

Filed 2026-10-07

Beacon Capital Management, Inc.

UNCHANGED

Shares277 from 277

Change0 (0%)

Value$15.1K (+$288)

Filed 2026-10-13

Washington Trust Advisors, Inc.

UNCHANGED

Shares275 from 275

Change0 (0%)

Value$15.0K (+$286)

Filed 2026-10-22

St. Johns Investment Management Company, LLC

INCREASED

Shares274 from 269

Change+5 (+2%)

Value$14.9K (+$563)

Filed 2026-10-30

James T. Borello RIA

UNCHANGED

Shares240 from 240

Change0 (0%)

Value$13.1K (+$249)

Filed 2026-10-16

Trust Co

UNCHANGED

Shares230 from 230

Change0 (0%)

Value$12.5K (+$239)

Filed 2026-10-09

Acumen Wealth Advisors, LLC

DECREASED

Shares226 from 295

Change-69 (-23%)

Value$12.3K (-$3.5K)

Filed 2026-11-05

Reap Financial Group, LLC

UNCHANGED

Shares214 from 214

Change0 (0%)

Value$11.7K (+$222)

Filed 2026-11-02

Financial Perspectives, Inc

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$10.9K (+$208)

Filed 2026-11-03

Midwest Capital Advisors, LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$10.9K (+$208)

Filed 2026-11-04

Bare Financial Services, Inc

UNCHANGED

Shares197 from 197

Change0 (0%)

Value$10.7K (+$204)

Filed 2026-11-04

High Point Wealth Management, LLC

UNCHANGED

Shares196 from 196

Change0 (0%)

Value$10.7K (+$204)

Filed 2026-11-05

Horrell Capital Management, Inc.

UNCHANGED

Shares180 from 180

Change0 (0%)

Value$9.8K (+$187)

Filed 2026-10-08

Cedar Mountain Advisors, LLC

UNCHANGED

Shares170 from 170

Change0 (0%)

Value$9.3K (+$177)

Filed 2026-10-15

Tradewinds Capital Management, LLC

DECREASED

Shares166 from 657

Change-491 (-75%)

Value$9.0K (-$26.1K)

Filed 2026-10-23

Aspect Partners, LLC

UNCHANGED

Shares165 from 165

Change0 (0%)

Value$9.0K (+$171)

Filed 2026-10-20

Team Financial Group, LLC

NEW

Shares150

Change+150

Value$8.2K

Filed 2026-10-30

Pittenger & Anderson Inc

UNCHANGED

Shares140 from 140

Change0 (0%)

Value$7.6K (+$146)

Filed 2026-11-02

Transce3nd, LLC

UNCHANGED

Shares139 from 139

Change0 (0%)

Value$7.3K (-$235)

Filed 2026-10-26

Networth Advisors, LLC

DECREASED

Shares137 from 138

Change-1 (-1%)

Value$7.5K (+$89)

Filed 2026-11-03

PFS Partners, LLC

UNCHANGED

Shares118 from 118

Change0 (0%)

Value$6.4K (+$123)

Filed 2026-10-21

Southern Michigan Bank & Trust

INCREASED

Shares113 from 55

Change+58 (+105%)

Value$6.2K (+$3.2K)

Filed 2026-10-19

Murphy & Mullick Capital Management Corp

INCREASED

Shares110 from 85

Change+25 (+29%)

Value$6.0K (+$1.5K)

Filed 2026-11-02

Chung Wu Investment Group, LLC

NEW

Shares100

Change+100

Value$5.5K

Filed 2026-11-03

Russell Investments Group, Ltd.

NEW

Shares100

Change+100

Value$5.5K

Filed 2026-11-06

Peoples Financial Services Corp.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$5.5K (+$103)

Filed 2026-10-20

Wealth Enhancement Trust Services, Inc.

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$5.5K (+$104)

Filed 2026-10-07

Signature Resources Capital Management, LLC

UNCHANGED

Shares98 from 98

Change0 (0%)

Value$5.3K (+$102)

Filed 2026-10-16

Monetary Solutions, Ltd

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$4.1K (+$78)

Filed 2026-10-22

Ascentis Wealth Management, LLC

UNCHANGED

Shares70 from 70

Change0 (0%)

Value$3.8K (+$73)

Filed 2026-11-03

SJS Investment Consulting Inc.

UNCHANGED

Shares67 from 67

Change0 (0%)

Value$3.7K (+$70)

Filed 2026-10-26

Sunrise Financial Services, LLC

UNCHANGED

Shares64 from 64

Change0 (0%)

Value$3.5K (+$67)

Filed 2026-10-21

Arlington Trust Co LLC

UNCHANGED

Shares60 from 60

Change0 (0%)

Value$3.3K (+$63)

Filed 2026-10-20

Hughes Financial Services, LLC

NEW

Shares50

Change+50

Value$2.4K

Filed 2026-10-30

Ares Financial Consulting, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$2.7K (+$52)

Filed 2026-10-19

Comprehensive Financial Planning, Inc.

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$2.7K (+$50)

Filed 2026-10-27

NBH Bank

NEW

Shares33

Change+33

Value$1.8K

Filed 2026-11-05

First Premier Bank

NEW

Shares20

Change+20

Value$1

Filed 2026-10-13

WPG Advisers, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$1.1K (+$21)

Filed 2026-10-27

Mowery & Schoenfeld Wealth Management, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$1.1K (+$21)

Filed 2026-10-28

Prudent Man Investment Management, Inc.

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$546 (-$99)

Filed 2026-11-03

Roxbury Financial LLC

DECREASED

Shares8 from 20

Change-12 (-60%)

Value$436 (-$633)

Filed 2026-10-01

Dhjj Financial Advisors, Ltd.

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$382 (+$7)

Filed 2026-10-23

Great Lakes Advisors, LLC

NEW

Shares1

Change+1

Value$55

Filed 2026-11-06

Bulwark Capital Corp

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$55 (+$2)

Filed 2026-10-13

Calamos Advisors LLC

CLOSED

Shares0 from 87,600

Change-87,600 (-100%)

Value$0 (-$4.7M)

Filed 2026-11-02

Wellington Shields Capital Management, LLC

CLOSED

Shares0 from 61,322

Change-61,322 (-100%)

Value$0 (-$3.3M)

Filed 2026-11-03

Jefferies Financial Group Inc.

CLOSED

Shares0 from 50,899

Change-50,899 (-100%)

Value$0 (-$2.7M)

Filed 2026-11-05

Balefire, LLC

CLOSED

Shares0 from 20,155

Change-20,155 (-100%)

Value$0 (-$1.1M)

Filed 2026-10-09

Walled Lake Planning & Wealth Management, LLC

CLOSED

Shares0 from 9,611

Change-9,611 (-100%)

Value$0 (-$513.9K)

Filed 2026-10-29

Ardent Capital Management, Inc.

CLOSED

Shares0 from 9,500

Change-9,500 (-100%)

Value$0 (-$508.0K)

Filed 2026-10-16

Brown Miller Wealth Management, LLC

CLOSED

Shares0 from 8,308

Change-8,308 (-100%)

Value$0 (-$444.2K)

Filed 2026-11-02

Calamos Wealth Management LLC

CLOSED

Shares0 from 8,000

Change-8,000 (-100%)

Value$0 (-$427.8K)

Filed 2026-11-02

Avestar Capital, LLC

CLOSED

Shares0 from 7,401

Change-7,401 (-100%)

Value$0 (-$395.7K)

Filed 2026-10-28

SLT Holdings LLC

CLOSED

Shares0 from 6,500

Change-6,500 (-100%)

Value$0 (-$347.6K)

Filed 2026-10-15

Simon Quick Advisors, LLC

CLOSED

Shares0 from 5,680

Change-5,680 (-100%)

Value$0 (-$303.7K)

Filed 2026-10-26

One Day In July LLC

CLOSED

Shares0 from 5,626

Change-5,626 (-100%)

Value$0 (-$300.8K)

Filed 2026-10-30

Portside Wealth Group, LLC

CLOSED

Shares0 from 5,457

Change-5,457 (-100%)

Value$0 (-$291.8K)

Filed 2026-10-20

Nvwm, LLC

CLOSED

Shares0 from 5,321

Change-5,321 (-100%)

Value$0 (-$284.5K)

Filed 2026-10-14

LJI Wealth Management, LLC

CLOSED

Shares0 from 5,044

Change-5,044 (-100%)

Value$0 (-$269.7K)

Filed 2026-10-28

Arkfeld Wealth Strategies, L.L.C.

CLOSED

Shares0 from 4,879

Change-4,879 (-100%)

Value$0 (-$273.8K)

Filed 2026-10-19

Broadway Wealth Solutions, Inc.

CLOSED

Shares0 from 4,798

Change-4,798 (-100%)

Value$0 (-$256.5K)

Filed 2026-10-21

Accredited Investors Inc.

CLOSED

Shares0 from 4,757

Change-4,757 (-100%)

Value$0 (-$254.4K)

Filed 2026-11-03

Graham Capital Wealth Management, LLC

CLOSED

Shares0 from 4,684

Change-4,684 (-100%)

Value$0 (-$250.5K)

Filed 2026-10-26

James J. Burns & Company, LLC

CLOSED

Shares0 from 4,605

Change-4,605 (-100%)

Value$0 (-$246.2K)

Filed 2026-10-22

Teamwork Financial Advisors, LLC

CLOSED

Shares0 from 4,311

Change-4,311 (-100%)

Value$0 (-$230.5K)

Filed 2026-10-19

Wespac Advisors SoCal, LLC

CLOSED

Shares0 from 4,281

Change-4,281 (-100%)

Value$0 (-$228.9K)

Filed 2026-10-13

Advisor Resource Council

CLOSED

Shares0 from 4,279

Change-4,279 (-100%)

Value$0 (-$236.4K)

Filed 2026-11-05

Alchemi Wealth, LLC

CLOSED

Shares0 from 4,249

Change-4,249 (-100%)

Value$0 (-$227.2K)

Filed 2026-11-04

Apeiron RIA LLC

CLOSED

Shares0 from 4,212

Change-4,212 (-100%)

Value$0 (-$225.2K)

Filed 2026-10-08

Scarborough Advisors, LLC

CLOSED

Shares0 from 4,210

Change-4,210 (-100%)

Value$0 (-$258.0K)

Filed 2026-10-16

Family CFO Inc

CLOSED

Shares0 from 4,190

Change-4,190 (-100%)

Value$0 (-$224.0K)

Filed 2026-10-30

Castleview Partners, LLC

CLOSED

Shares0 from 4,134

Change-4,134 (-100%)

Value$0 (-$221.0K)

Filed 2026-10-09

Monument Capital Management

CLOSED

Shares0 from 4,115

Change-4,115 (-100%)

Value$0 (-$220.0K)

Filed 2026-10-09

Cooper S Advisors, LLC

CLOSED

Shares0 from 4,094

Change-4,094 (-100%)

Value$0 (-$218.9K)

Filed 2026-11-03

Virtue Capital Management, LLC

CLOSED

Shares0 from 4,078

Change-4,078 (-100%)

Value$0 (-$218.1K)

Filed 2026-10-29

Geneva Partners, LLC

CLOSED

Shares0 from 4,048

Change-4,048 (-100%)

Value$0 (-$216.5K)

Filed 2026-10-26

Axecap Investments, LLC

CLOSED

Shares0 from 4,006

Change-4,006 (-100%)

Value$0 (-$214.2K)

Filed 2026-10-20

Commonwealth Financial Services, LLC

CLOSED

Shares0 from 3,914

Change-3,914 (-100%)

Value$0 (-$209.3K)

Filed 2026-10-20

Destiny Wealth Partners, LLC

CLOSED

Shares0 from 3,830

Change-3,830 (-100%)

Value$0 (-$200.5K)

Filed 2026-11-05

Mission Financial Group, LLC

CLOSED

Shares0 from 3,825

Change-3,825 (-100%)

Value$0 (-$204.5K)

Filed 2026-10-21

Sumitomo Mitsui Trust Group, Inc.

CLOSED

Shares0 from 3,792

Change-3,792 (-100%)

Value$0 (-$202.8K)

Filed 2026-10-29

Axim Planning & Wealth

CLOSED

Shares0 from 3,762

Change-3,762 (-100%)

Value$0 (-$201.2K)

Filed 2026-10-28

BankPlus Trust Department

CLOSED

Shares0 from 3,547

Change-3,547 (-100%)

Value$0 (-$189.7K)

Filed 2026-11-06

Wellington Shields & Co., LLC

CLOSED

Shares0 from 3,400

Change-3,400 (-100%)

Value$0 (-$181.8K)

Filed 2026-11-03

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 2,880

Change-2,880 (-100%)

Value$0 (-$154.0K)

Filed 2026-11-06

NBT Bank, N.A.

CLOSED

Shares0 from 1,520

Change-1,520 (-100%)

Value$0 (-$81.3K)

Filed 2026-10-21

Cornerstone Planning Group LLC

CLOSED

Shares0 from 1,281

Change-1,281 (-100%)

Value$0 (-$69.1K)

Filed 2026-10-16

Timothy G. Youngquist 2020 Irrevocable Trust

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$53.5K)

Filed 2026-10-13

Pension & Wealth Management Advisors, Inc.

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$53.5K)

Filed 2026-10-16

Nvest Wealth Strategies, Inc.

CLOSED

Shares0 from 987

Change-987 (-100%)

Value$0 (-$52.8K)

Filed 2026-10-14

Strategic Wealth Advisors LLC

CLOSED

Shares0 from 626

Change-626 (-100%)

Value$0 (-$40)

Filed 2026-11-06

Founders Capital Management

CLOSED

Shares0 from 575

Change-575 (-100%)

Value$0 (-$30.7K)

Filed 2026-10-13

Bullseye Investment Management, LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$26.7K)

Filed 2026-10-29

Mcdonald Partners LLC

CLOSED

Shares0 from 395

Change-395 (-100%)

Value$0 (-$21.1K)

Filed 2026-11-03

Versant Capital Management, Inc

CLOSED

Shares0 from 377

Change-377 (-100%)

Value$0 (-$20.2K)

Filed 2026-10-02

Financially Speaking Inc

CLOSED

Shares0 from 334

Change-334 (-100%)

Value$0 (-$22.8K)

Filed 2026-11-05

Summit Securities Group LLC

CLOSED

Shares0 from 250

Change-250 (-100%)

Value$0 (-$13.4K)

Filed 2026-11-05

Robinswood Financial LLC

CLOSED

Shares0 from 208

Change-208 (-100%)

Value$0 (-$11.1K)

Filed 2026-10-20

Solstein Capital, LLC

CLOSED

Shares0 from 87

Change-87 (-100%)

Value$0 (-$4.7K)

Filed 2026-11-02

LifeSteps Financial, Inc.

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$535)

Filed 2026-10-15

Prairie Wealth Advisors, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$286.9K (+$5.5K)

Filed 2026-10-29

Morgan Stanley

N/A

Shares— from 13,473,698

Change-13,473,698 (-100%)

Value—

UBS Group AG

N/A

Shares— from 10,475,933

Change-10,475,933 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 9,174,729

Change-9,174,729 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 6,683,383

Change-6,683,383 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 4,925,240

Change-4,925,240 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 4,130,012

Change-4,130,012 (-100%)

Value—

CTC LLC

N/A

Shares— from 2,930,777

Change-2,930,777 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,622,817

Change-2,622,817 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 2,574,790

Change-2,574,790 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,377,661

Change-2,377,661 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 2,132,759

Change-2,132,759 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,796,357

Change-1,796,357 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 1,682,085

Change-1,682,085 (-100%)

Value—

Banco Bilbao Vizcaya Argentaria, S.A.

N/A

Shares— from 1,501,060

Change-1,501,060 (-100%)

Value—

Mainstay Capital Management LLC

N/A

Shares— from 1,452,826

Change-1,452,826 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,308,331

Change-1,308,331 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 1,251,735

Change-1,251,735 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,196,009

Change-1,196,009 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 1,186,624

Change-1,186,624 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 1,181,858

Change-1,181,858 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 1,181,810

Change-1,181,810 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 1,165,149

Change-1,165,149 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 1,145,914

Change-1,145,914 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 995,013

Change-995,013 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 892,105

Change-892,105 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 858,525

Change-858,525 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 825,075

Change-825,075 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 754,514

Change-754,514 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 726,104

Change-726,104 (-100%)

Value—

Capitolis Liquid Global Markets LLC

N/A

Shares— from 666,000

Change-666,000 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 624,755

Change-624,755 (-100%)

Value—

Saudi Central Bank

N/A

Shares— from 621,400

Change-621,400 (-100%)

Value—

Tudor Investment Corp ET AL

N/A

Shares— from 545,291

Change-545,291 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 537,900

Change-537,900 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 467,435

Change-467,435 (-100%)

Value—

Bleakley Financial Group, LLC

N/A

Shares— from 452,336

Change-452,336 (-100%)

Value—

Greenwich Wealth Management LLC

N/A

Shares— from 439,963

Change-439,963 (-100%)

Value—

Northeast Planning Associates, Inc. / NH /

N/A

Shares— from 438,167

Change-438,167 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 437,989

Change-437,989 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 426,644

Change-426,644 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 412,073

Change-412,073 (-100%)

Value—

Blair William & Co

N/A

Shares— from 389,811

Change-389,811 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 387,706

Change-387,706 (-100%)

Value—

Cadence Wealth Management LLC

N/A

Shares— from 370,232

Change-370,232 (-100%)

Value—

Monaco Asset Management SAM

N/A

Shares— from 370,000

Change-370,000 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 362,538

Change-362,538 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 349,986

Change-349,986 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 347,018

Change-347,018 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 313,087

Change-313,087 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 308,811

Change-308,811 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 307,075

Change-307,075 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 296,534

Change-296,534 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 280,819

Change-280,819 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 268,792

Change-268,792 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 246,442

Change-246,442 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 245,373

Change-245,373 (-100%)

Value—

Proficio Capital Partners LLC

N/A

Shares— from 240,560

Change-240,560 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 238,508

Change-238,508 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 236,853

Change-236,853 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 236,215

Change-236,215 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 224,541

Change-224,541 (-100%)

Value—

Harvest Investment Services, LLC

N/A

Shares— from 219,155

Change-219,155 (-100%)

Value—

Jain Global LLC

N/A

Shares— from 216,938

Change-216,938 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 212,161

Change-212,161 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 193,249

Change-193,249 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 192,963

Change-192,963 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 187,467

Change-187,467 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 187,197

Change-187,197 (-100%)

Value—

Commerce Bank

N/A

Shares— from 177,891

Change-177,891 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 173,168

Change-173,168 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 167,355

Change-167,355 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 159,015

Change-159,015 (-100%)

Value—

Mizuho Markets Cayman LP

N/A

Shares— from 143,287

Change-143,287 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 141,761

Change-141,761 (-100%)

Value—

&partners

N/A

Shares— from 139,930

Change-139,930 (-100%)

Value—

Stephens Inc

N/A

Shares— from 131,860

Change-131,860 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 129,444

Change-129,444 (-100%)

Value—

Oxbow Advisors, LLC

N/A

Shares— from 129,442

Change-129,442 (-100%)

Value—

Faithward Advisors, LLC

N/A

Shares— from 124,797

Change-124,797 (-100%)

Value—

Granite Bay Wealth Management, LLC

N/A

Shares— from 121,487

Change-121,487 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 121,230

Change-121,230 (-100%)

Value—

Leavell Investment Management, Inc.

N/A

Shares— from 120,812

Change-120,812 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 117,947

Change-117,947 (-100%)

Value—

Keel Point, LLC

N/A

Shares— from 115,668

Change-115,668 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 113,663

Change-113,663 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 112,395

Change-112,395 (-100%)

Value—

FWL Investment Management, LLC

N/A

Shares— from 112,391

Change-112,391 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 111,084

Change-111,084 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 110,404

Change-110,404 (-100%)

Value—

Trivium Point Advisory, LLC

N/A

Shares— from 107,646

Change-107,646 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 107,481

Change-107,481 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 106,823

Change-106,823 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 104,727

Change-104,727 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 103,935

Change-103,935 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 103,692

Change-103,692 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 103,496

Change-103,496 (-100%)

Value—

Kovack Advisors, Inc.

N/A

Shares— from 102,275

Change-102,275 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 100,541

Change-100,541 (-100%)

Value—

Kiker Wealth Management, LLC

N/A

Shares— from 100,226

Change-100,226 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 97,693

Change-97,693 (-100%)

Value—

Twin Tree Management, LP

N/A

Shares— from 97,304

Change-97,304 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 97,195

Change-97,195 (-100%)

Value—

Private Harbour Investment Management & Counsel, LLC

N/A

Shares— from 96,878

Change-96,878 (-100%)

Value—

Bravias Capital Group, LLC

N/A

Shares— from 96,125

Change-96,125 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 94,257

Change-94,257 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 91,812

Change-91,812 (-100%)

Value—

Aragon Global Management, LP

N/A

Shares— from 91,300

Change-91,300 (-100%)

Value—

Shay Capital LLC

N/A

Shares— from 90,000

Change-90,000 (-100%)

Value—

Southeast Asset Advisors, LLC

N/A

Shares— from 88,235

Change-88,235 (-100%)

Value—

LMR Partners LLP

N/A

Shares— from 87,093

Change-87,093 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 86,651

Change-86,651 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 86,601

Change-86,601 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 85,327

Change-85,327 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 84,370

Change-84,370 (-100%)

Value—

Arete Wealth Advisors, LLC

N/A

Shares— from 84,277

Change-84,277 (-100%)

Value—

Chelsea Counsel Co

N/A

Shares— from 84,000

Change-84,000 (-100%)

Value—

SageGuard Financial Group, LLC

N/A

Shares— from 81,577

Change-81,577 (-100%)

Value—

CI Investments Inc.

N/A

Shares— from 81,000

Change-81,000 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 80,096

Change-80,096 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 77,364

Change-77,364 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 75,339

Change-75,339 (-100%)

Value—

Nwam LLC

N/A

Shares— from 74,884

Change-74,884 (-100%)

Value—

AlTi Global, Inc.

N/A

Shares— from 74,136

Change-74,136 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 73,407

Change-73,407 (-100%)

Value—

Cinctive Capital Management LP

N/A

Shares— from 73,200

Change-73,200 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 68,626

Change-68,626 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 68,422

Change-68,422 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 67,443

Change-67,443 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 66,898

Change-66,898 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 65,185

Change-65,185 (-100%)

Value—

Pgim Custom Harvest LLC

N/A

Shares— from 65,022

Change-65,022 (-100%)

Value—

NWI Management LP

N/A

Shares— from 65,000

Change-65,000 (-100%)

Value—

PCG Wealth Advisors, LLC

N/A

Shares— from 63,342

Change-63,342 (-100%)

Value—

Exit Wealth Advisors, Llc.

N/A

Shares— from 62,592

Change-62,592 (-100%)

Value—

Pine Valley Investments Ltd Liability Co

N/A

Shares— from 62,406

Change-62,406 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 61,893

Change-61,893 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 61,853

Change-61,853 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 61,708

Change-61,708 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 60,964

Change-60,964 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 60,558

Change-60,558 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 60,454

Change-60,454 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 59,164

Change-59,164 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 59,008

Change-59,008 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 58,949

Change-58,949 (-100%)

Value—

Belpointe Asset Management LLC

N/A

Shares— from 57,218

Change-57,218 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 57,190

Change-57,190 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 56,945

Change-56,945 (-100%)

Value—

TCM Advisors, LLC

N/A

Shares— from 56,713

Change-56,713 (-100%)

Value—

Eaton Financial Holdings Company, LLC

N/A

Shares— from 56,145

Change-56,145 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 56,000

Change-56,000 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 55,841

Change-55,841 (-100%)

Value—

Mustico Financial Group, Inc.

N/A

Shares— from 55,290

Change-55,290 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 54,994

Change-54,994 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 54,784

Change-54,784 (-100%)

Value—

Callan Family Office, LLC

N/A

Shares— from 54,018

Change-54,018 (-100%)

Value—

Dorsey Wright & Associates

N/A

Shares— from 53,719

Change-53,719 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 51,910

Change-51,910 (-100%)

Value—

RPg Family Wealth Advisory, LLC

N/A

Shares— from 51,702

Change-51,702 (-100%)

Value—

Risk Paradigm Group, LLC

N/A

Shares— from 51,457

Change-51,457 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 51,029

Change-51,029 (-100%)

Value—

Fortis Capital Advisors, LLC

N/A

Shares— from 50,740

Change-50,740 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 49,232

Change-49,232 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 47,862

Change-47,862 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 46,122

Change-46,122 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 44,361

Change-44,361 (-100%)

Value—

Wealth Watch Advisors, Inc

N/A

Shares— from 43,721

Change-43,721 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 43,175

Change-43,175 (-100%)

Value—

Fielder Capital Group LLC

N/A

Shares— from 42,319

Change-42,319 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 41,547

Change-41,547 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 41,484

Change-41,484 (-100%)

Value—

Sprott Inc.

N/A

Shares— from 41,380

Change-41,380 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 41,110

Change-41,110 (-100%)

Value—

Financial Plan, Inc.

N/A

Shares— from 40,008

Change-40,008 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 39,759

Change-39,759 (-100%)

Value—

One Charles Private Wealth Services, LLC

N/A

Shares— from 39,592

Change-39,592 (-100%)

Value—

Spahn Wealth & Retirement LLC

N/A

Shares— from 39,056

Change-39,056 (-100%)

Value—

Sound View Wealth Advisors Group, LLC

N/A

Shares— from 38,330

Change-38,330 (-100%)

Value—

Wealthspan Partners, LLC

N/A

Shares— from 37,892

Change-37,892 (-100%)

Value—

Bluespring Wealth Management, LLC

N/A

Shares— from 37,620

Change-37,620 (-100%)

Value—

Capital Advisors Inc

N/A

Shares— from 37,361

Change-37,361 (-100%)

Value—

Clare Market Investments LLC

N/A

Shares— from 36,467

Change-36,467 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 36,421

Change-36,421 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 35,704

Change-35,704 (-100%)

Value—

Coastal Bridge Advisors, LLC

N/A

Shares— from 35,395

Change-35,395 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 35,131

Change-35,131 (-100%)

Value—

All Terrain Financial Advisors, LLC

N/A

Shares— from 34,442

Change-34,442 (-100%)

Value—

Simmons Bank

N/A

Shares— from 34,374

Change-34,374 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 33,879

Change-33,879 (-100%)

Value—

Alamea Verwaltungs GmbH

N/A

Shares— from 33,460

Change-33,460 (-100%)

Value—

Florida Financial Advisors, LLC

N/A

Shares— from 33,328

Change-33,328 (-100%)

Value—

Stokes Family Office, LLC

N/A

Shares— from 32,800

Change-32,800 (-100%)

Value—

WNY Asset Management, LLC

N/A

Shares— from 32,624

Change-32,624 (-100%)

Value—

Walleye Trading LLC

N/A

Shares— from 32,412

Change-32,412 (-100%)

Value—

Wealthspire Retirement, LLC

N/A

Shares— from 32,386

Change-32,386 (-100%)

Value—

Johnson Investment Counsel Inc

N/A

Shares— from 31,288

Change-31,288 (-100%)

Value—

Broyhill Asset Management, LLC

N/A

Shares— from 31,000

Change-31,000 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 30,549

Change-30,549 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 30,104

Change-30,104 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 30,027

Change-30,027 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 29,765

Change-29,765 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 29,674

Change-29,674 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 29,347

Change-29,347 (-100%)

Value—

Zhang Financial LLC

N/A

Shares— from 28,883

Change-28,883 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 28,751

Change-28,751 (-100%)

Value—

Ingalls & Snyder LLC

N/A

Shares— from 28,714

Change-28,714 (-100%)

Value—

Van Hulzen Asset Management, LLC

N/A

Shares— from 28,444

Change-28,444 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 28,386

Change-28,386 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 27,883

Change-27,883 (-100%)

Value—

Stenham Asset Management Ltd

N/A

Shares— from 27,700

Change-27,700 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 27,551

Change-27,551 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 27,282

Change-27,282 (-100%)

Value—

Texas Yale Capital Corp.

N/A

Shares— from 26,750

Change-26,750 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 26,534

Change-26,534 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 26,426

Change-26,426 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 26,313

Change-26,313 (-100%)

Value—

Betterment LLC

N/A

Shares— from 26,085

Change-26,085 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 25,996

Change-25,996 (-100%)

Value—

Main Street Financial Solutions, LLC

N/A

Shares— from 25,713

Change-25,713 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 25,426

Change-25,426 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 24,787

Change-24,787 (-100%)

Value—

OneAscent Financial Services LLC

N/A

Shares— from 24,487

Change-24,487 (-100%)

Value—

Fox Hill Wealth Management

N/A

Shares— from 23,976

Change-23,976 (-100%)

Value—

Tudor Financial Inc.

N/A

Shares— from 23,928

Change-23,928 (-100%)

Value—

Legacy Wealth Managment, LLC

N/A

Shares— from 23,885

Change-23,885 (-100%)

Value—

Thoroughbred Financial Services, LLC

N/A

Shares— from 23,875

Change-23,875 (-100%)

Value—

Capital Advisor Network LLC

N/A

Shares— from 23,749

Change-23,749 (-100%)

Value—

Pinnacle Family Advisors, LLC

N/A

Shares— from 23,721

Change-23,721 (-100%)

Value—

Bank of Nova Scotia

N/A

Shares— from 23,313

Change-23,313 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 23,252

Change-23,252 (-100%)

Value—

Wescap Management Group, Inc.

N/A

Shares— from 22,819

Change-22,819 (-100%)

Value—

Argent Trust Co

N/A

Shares— from 22,450

Change-22,450 (-100%)

Value—

Nalls Sherbakoff Group, LLC

N/A

Shares— from 22,073

Change-22,073 (-100%)

Value—

BTC Capital Management, Inc.

N/A

Shares— from 22,000

Change-22,000 (-100%)

Value—

Empire Financial Management Company, LLC

N/A

Shares— from 21,948

Change-21,948 (-100%)

Value—

Credit Agricole S A

N/A

Shares— from 21,698

Change-21,698 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 21,622

Change-21,622 (-100%)

Value—

Gunpowder Capital Management, LLC dba Oliver Wealth Management

N/A

Shares— from 21,281

Change-21,281 (-100%)

Value—

Conservest Capital Advisors, Inc.

N/A

Shares— from 21,036

Change-21,036 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 20,854

Change-20,854 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 20,759

Change-20,759 (-100%)

Value—

West Michigan Advisors, LLC

N/A

Shares— from 20,756

Change-20,756 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 20,589

Change-20,589 (-100%)

Value—

O'rourke & Company, Inc

N/A

Shares— from 20,490

Change-20,490 (-100%)

Value—

Bridgewealth Advisory Group, LLC

N/A

Shares— from 20,306

Change-20,306 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 20,263

Change-20,263 (-100%)

Value—

ION Fund Management Ltd

N/A

Shares— from 20,100

Change-20,100 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 20,086

Change-20,086 (-100%)

Value—

Cyrus Capital Partners, L.P.

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

WJ Financial Advisors LLC

N/A

Shares— from 19,970

Change-19,970 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 19,933

Change-19,933 (-100%)

Value—

FMR LLC

N/A

Shares— from 19,731

Change-19,731 (-100%)

Value—

Prosperity Consulting Group, LLC

N/A

Shares— from 19,574

Change-19,574 (-100%)

Value—

Rathbones Group PLC

N/A

Shares— from 19,506

Change-19,506 (-100%)

Value—

IKE Capital, LLC

N/A

Shares— from 19,275

Change-19,275 (-100%)

Value—

Evercore Wealth Management, LLC

N/A

Shares— from 19,179

Change-19,179 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 18,915

Change-18,915 (-100%)

Value—

Wealth Management Associates, Inc.

N/A

Shares— from 18,735

Change-18,735 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 18,607

Change-18,607 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 18,433

Change-18,433 (-100%)

Value—

Bienville Capital Management, LLC

N/A

Shares— from 18,362

Change-18,362 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 18,338

Change-18,338 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 18,305

Change-18,305 (-100%)

Value—

Impact Partnership Wealth, LLC

N/A

Shares— from 18,292

Change-18,292 (-100%)

Value—

Glenmede Trust Co NA

N/A

Shares— from 18,281

Change-18,281 (-100%)

Value—

FLC Capital Advisors

N/A

Shares— from 17,357

Change-17,357 (-100%)

Value—

Advisory Alpha, LLC

N/A

Shares— from 17,126

Change-17,126 (-100%)

Value—

Stratos Wealth Advisors, LLC

N/A

Shares— from 16,759

Change-16,759 (-100%)

Value—

Sovereign Financial Group, Inc.

N/A

Shares— from 16,758

Change-16,758 (-100%)

Value—

Kiley Juergens Wealth Management, LLC

N/A

Shares— from 16,458

Change-16,458 (-100%)

Value—

Calton & Associates, Inc.

N/A

Shares— from 16,345

Change-16,345 (-100%)

Value—

M&T Bank Corp

N/A

Shares— from 16,101

Change-16,101 (-100%)

Value—

Advance Capital Management, Inc.

N/A

Shares— from 15,968

Change-15,968 (-100%)

Value—

BCS Private Wealth Management, Inc.

N/A

Shares— from 15,795

Change-15,795 (-100%)

Value—

Arkos Global Advisors

N/A

Shares— from 15,765

Change-15,765 (-100%)

Value—

SCS Capital Management LLC

N/A

Shares— from 15,749

Change-15,749 (-100%)

Value—

Resolute Wealth Strategies, LLC

N/A

Shares— from 15,575

Change-15,575 (-100%)

Value—

URS Advisory LLC

N/A

Shares— from 15,523

Change-15,523 (-100%)

Value—

Xcelsior Advisor Partners LLC

N/A

Shares— from 15,427

Change-15,427 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 15,161

Change-15,161 (-100%)

Value—

Winmill & Co. Inc

N/A

Shares— from 15,070

Change-15,070 (-100%)

Value—

Premier Financial Group

N/A

Shares— from 15,054

Change-15,054 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

SkyView Investment Advisors, LLC

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Wilmar Advisors LLC

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 14,990

Change-14,990 (-100%)

Value—

Muirfield Wealth Advisors LLC

N/A

Shares— from 14,793

Change-14,793 (-100%)

Value—

Moneta Group Investment Advisors LLC

N/A

Shares— from 14,614

Change-14,614 (-100%)

Value—

Cardiff Park Advisors, LLC

N/A

Shares— from 14,471

Change-14,471 (-100%)

Value—

Laird Norton Wetherby Trust Company, LLC

N/A

Shares— from 14,369

Change-14,369 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 14,200

Change-14,200 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 13,954

Change-13,954 (-100%)

Value—

Freestone Capital Holdings, LLC

N/A

Shares— from 13,889

Change-13,889 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 13,580

Change-13,580 (-100%)

Value—

WCG Wealth Advisors LLC

N/A

Shares— from 13,501

Change-13,501 (-100%)

Value—

Madison Wealth Partners, Inc

N/A

Shares— from 13,461

Change-13,461 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 13,384

Change-13,384 (-100%)

Value—

RiverGlades Family Offices LLC

N/A

Shares— from 13,350

Change-13,350 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 13,109

Change-13,109 (-100%)

Value—

Performance Wealth Partners, LLC

N/A

Shares— from 12,977

Change-12,977 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 12,682

Change-12,682 (-100%)

Value—

Berger Financial Group, Inc

N/A

Shares— from 12,576

Change-12,576 (-100%)

Value—

Muhlenkamp & Co Inc

N/A

Shares— from 12,550

Change-12,550 (-100%)

Value—

IQ EQ Fund Management (Singapore) Private Ltd

N/A

Shares— from 12,540

Change-12,540 (-100%)

Value—

Leigh Baldwin & Co., LLC

N/A

Shares— from 12,500

Change-12,500 (-100%)

Value—

Zacks Investment Management

N/A

Shares— from 12,202

Change-12,202 (-100%)

Value—

MidFirst Bank

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Tyche Wealth Partners LLC

N/A

Shares— from 11,984

Change-11,984 (-100%)

Value—

VestGen Investment Management

N/A

Shares— from 11,907

Change-11,907 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 11,862

Change-11,862 (-100%)

Value—

Cavalier Investments, LLC

N/A

Shares— from 11,846

Change-11,846 (-100%)

Value—

Sharp Wealth Advisory, LLC

N/A

Shares— from 11,800

Change-11,800 (-100%)

Value—

Innovative Asset Advisors Group, LLC

N/A

Shares— from 11,552

Change-11,552 (-100%)

Value—

CMT Capital Markets Trading GmbH

N/A

Shares— from 11,513

Change-11,513 (-100%)

Value—

Prasad Wealth Partners, LLC

N/A

Shares— from 11,472

Change-11,472 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 11,383

Change-11,383 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 11,370

Change-11,370 (-100%)

Value—

Aspire Capital Advisors LLC

N/A

Shares— from 11,267

Change-11,267 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 11,141

Change-11,141 (-100%)

Value—

Palladiem, LLC

N/A

Shares— from 10,975

Change-10,975 (-100%)

Value—

Hamilton Wealth, LLC

N/A

Shares— from 10,937

Change-10,937 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 10,904

Change-10,904 (-100%)

Value—

Resurgent Financial Advisors LLC

N/A

Shares— from 10,881

Change-10,881 (-100%)

Value—

Stratos Investment Management, LLC

N/A

Shares— from 10,852

Change-10,852 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 10,751

Change-10,751 (-100%)

Value—

W1m Asset Management Ltd

N/A

Shares— from 10,745

Change-10,745 (-100%)

Value—

J Hagan Capital, Inc.

N/A

Shares— from 10,683

Change-10,683 (-100%)

Value—

Truepoint, Inc.

N/A

Shares— from 10,562

Change-10,562 (-100%)

Value—

Tradition Wealth Management, LLC

N/A

Shares— from 10,413

Change-10,413 (-100%)

Value—

Guardian Wealth Advisors, LLC / NC

N/A

Shares— from 10,405

Change-10,405 (-100%)

Value—

AMJ Financial Wealth Management

N/A

Shares— from 10,270

Change-10,270 (-100%)

Value—

Element Wealth, LLC

N/A

Shares— from 10,243

Change-10,243 (-100%)

Value—

Smithfield Trust Co

N/A

Shares— from 10,227

Change-10,227 (-100%)

Value—

Keynote Financial Services LLC

N/A

Shares— from 10,208

Change-10,208 (-100%)

Value—

Integrity Financial Corp

N/A

Shares— from 10,137

Change-10,137 (-100%)

Value—

American Trust

N/A

Shares— from 10,116

Change-10,116 (-100%)

Value—

Vantage Point Financial LLC

N/A

Shares— from 10,108

Change-10,108 (-100%)

Value—

Gotham Asset Management, LLC

N/A

Shares— from 10,083

Change-10,083 (-100%)

Value—

Access Financial Services, Inc.

N/A

Shares— from 10,056

Change-10,056 (-100%)

Value—

Bulltick Wealth Management, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Scientech Research LLC

N/A

Shares— from 9,873

Change-9,873 (-100%)

Value—

Hopwood Nicholas Hunter

N/A

Shares— from 9,840

Change-9,840 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 9,779

Change-9,779 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 9,713

Change-9,713 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 9,700

Change-9,700 (-100%)

Value—

Granite Harbor Advisors, Inc.

N/A

Shares— from 9,671

Change-9,671 (-100%)

Value—

EFG International AG

N/A

Shares— from 9,649

Change-9,649 (-100%)

Value—

Hilltop Holdings Inc.

N/A

Shares— from 9,584

Change-9,584 (-100%)

Value—

Trustmark Bank Trust Department

N/A

Shares— from 9,514

Change-9,514 (-100%)

Value—

1ST Source Bank

N/A

Shares— from 9,494

Change-9,494 (-100%)

Value—

Goldstone Financial Group, LLC

N/A

Shares— from 9,429

Change-9,429 (-100%)

Value—

Nicolet Bankshares Inc

N/A

Shares— from 9,410

Change-9,410 (-100%)

Value—

SlateStone Wealth, LLC

N/A

Shares— from 9,314

Change-9,314 (-100%)

Value—

Thomasville National Bank

N/A

Shares— from 9,220

Change-9,220 (-100%)

Value—

Seaview Investment Managers LLC

N/A

Shares— from 9,200

Change-9,200 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 9,151

Change-9,151 (-100%)

Value—

Aventura Private Wealth, LLC

N/A

Shares— from 8,935

Change-8,935 (-100%)

Value—

Aegis Financial Corp

N/A

Shares— from 8,842

Change-8,842 (-100%)

Value—

Monograph Wealth Advisors, LLC

N/A

Shares— from 8,810

Change-8,810 (-100%)

Value—

Petix & Botte Co

N/A

Shares— from 8,774

Change-8,774 (-100%)

Value—

Nicholson Wealth Management Group, LLC

N/A

Shares— from 8,731

Change-8,731 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 8,579

Change-8,579 (-100%)

Value—

Alta Wealth Advisors LLC

N/A

Shares— from 8,565

Change-8,565 (-100%)

Value—

Maxele Advisors, LLC

N/A

Shares— from 8,526

Change-8,526 (-100%)

Value—

Benson Wealth Management Inc

N/A

Shares— from 8,470

Change-8,470 (-100%)

Value—

Financial Engines Advisors L.L.C.

N/A

Shares— from 8,398

Change-8,398 (-100%)

Value—

Headlands Technologies LLC

N/A

Shares— from 8,347

Change-8,347 (-100%)

Value—

Lakeridge Wealth Management LLC

N/A

Shares— from 8,229

Change-8,229 (-100%)

Value—

Legacy Financial Advisors, Inc.

N/A

Shares— from 8,205

Change-8,205 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 8,200

Change-8,200 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 8,172

Change-8,172 (-100%)

Value—

MTM Financial Group, LLC

N/A

Shares— from 8,155

Change-8,155 (-100%)

Value—

Flputnam Investment Management Co

N/A

Shares— from 8,118

Change-8,118 (-100%)

Value—

Mayflower Financial Advisors, LLC

N/A

Shares— from 8,113

Change-8,113 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 8,108

Change-8,108 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 8,070

Change-8,070 (-100%)

Value—

Peapack Gladstone Financial Corp

N/A

Shares— from 8,053

Change-8,053 (-100%)

Value—

Legacy Capital Group California, Inc.

N/A

Shares— from 8,050

Change-8,050 (-100%)

Value—

Select Asset Management & Trust

N/A

Shares— from 8,000

Change-8,000 (-100%)

Value—

Maridea Wealth Management LLC

N/A

Shares— from 7,988

Change-7,988 (-100%)

Value—

Haverford Trust Co

N/A

Shares— from 7,961

Change-7,961 (-100%)

Value—

Whalerock Point Partners, LLC

N/A

Shares— from 7,956

Change-7,956 (-100%)

Value—

Investment Advisory Group, LLC

N/A

Shares— from 7,954

Change-7,954 (-100%)

Value—

Palisades Hudson Asset Management, L.P.

N/A

Shares— from 7,939

Change-7,939 (-100%)

Value—

NorthRock Partners, LLC

N/A

Shares— from 7,924

Change-7,924 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 7,910

Change-7,910 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 7,891

Change-7,891 (-100%)

Value—

Bradley Foster & Sargent Inc

N/A

Shares— from 7,881

Change-7,881 (-100%)

Value—

Prepared Retirement Institute LLC

N/A

Shares— from 7,850

Change-7,850 (-100%)

Value—

Alpha Financial Partners LLC

N/A

Shares— from 7,840

Change-7,840 (-100%)

Value—

Alteri Wealth LLC

N/A

Shares— from 7,773

Change-7,773 (-100%)

Value—

Bard Associates Inc

N/A

Shares— from 7,700

Change-7,700 (-100%)

Value—

Swisher Financial Concepts, Inc.

N/A

Shares— from 7,569

Change-7,569 (-100%)

Value—

PIN OAK Investment Advisors Inc

N/A

Shares— from 7,512

Change-7,512 (-100%)

Value—

Berkshire Asset Management LLC

N/A

Shares— from 7,481

Change-7,481 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 7,460

Change-7,460 (-100%)

Value—

Fidelis Capital Partners, LLC

N/A

Shares— from 7,458

Change-7,458 (-100%)

Value—

Peak Retirement Planning, Inc.

N/A

Shares— from 7,395

Change-7,395 (-100%)

Value—

Summit Trail Advisors, LLC

N/A

Shares— from 7,382

Change-7,382 (-100%)

Value—

Wealth Advisors of Iowa, LLC

N/A

Shares— from 7,375

Change-7,375 (-100%)

Value—

Buffalo Business & Estate Services LTD

N/A

Shares— from 7,305

Change-7,305 (-100%)

Value—

Ionic Capital Management LLC

N/A

Shares— from 7,300

Change-7,300 (-100%)

Value—

Everpar Advisors LLC

N/A

Shares— from 7,160

Change-7,160 (-100%)

Value—

Smart Money Group LLC

N/A

Shares— from 7,101

Change-7,101 (-100%)

Value—

Tocqueville Asset Management L.P.

N/A

Shares— from 7,075

Change-7,075 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 7,060

Change-7,060 (-100%)

Value—

Tiaa-Cref Individual & Institutional Services, LLC

N/A

Shares— from 7,009

Change-7,009 (-100%)

Value—

Intellectus Partners, LLC

N/A

Shares— from 6,985

Change-6,985 (-100%)

Value—

Panoramic Investment Advisors, LLC

N/A

Shares— from 6,954

Change-6,954 (-100%)

Value—

Aberdeen Wealth Management LLC

N/A

Shares— from 6,825

Change-6,825 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 6,709

Change-6,709 (-100%)

Value—

Cannell & Spears LLC

N/A

Shares— from 6,665

Change-6,665 (-100%)

Value—

Madden Advisory Services, Inc.

N/A

Shares— from 6,648

Change-6,648 (-100%)

Value—

Kintra Wealth, LLC

N/A

Shares— from 6,643

Change-6,643 (-100%)

Value—

Schnieders Capital Management, Llc.

N/A

Shares— from 6,625

Change-6,625 (-100%)

Value—

Royal Capital Wealth Management, LLC

N/A

Shares— from 6,610

Change-6,610 (-100%)

Value—

Thompson David Blair

N/A

Shares— from 6,598

Change-6,598 (-100%)

Value—

Maloon Powers Pitre Higgins & Dennehy, LLC

N/A

Shares— from 6,553

Change-6,553 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 6,540

Change-6,540 (-100%)

Value—

Interactive Financial Advisors, Inc.

N/A

Shares— from 6,505

Change-6,505 (-100%)

Value—

IFS Group,LLC

N/A

Shares— from 6,441

Change-6,441 (-100%)

Value—

Legacy Capital Wealth Management, LLC

N/A

Shares— from 6,421

Change-6,421 (-100%)

Value—

Liberty Wealth Management LLC

N/A

Shares— from 6,385

Change-6,385 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 6,221

Change-6,221 (-100%)

Value—

Pitcairn Wealth Advisors LLC

N/A

Shares— from 6,217

Change-6,217 (-100%)

Value—

KKM Financial LLC

N/A

Shares— from 6,143

Change-6,143 (-100%)

Value—

Reliant Investment Partners, LLC

N/A

Shares— from 6,139

Change-6,139 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 6,137

Change-6,137 (-100%)

Value—

Resolute Capital, LLC

N/A

Shares— from 6,102

Change-6,102 (-100%)

Value—

Centric Wealth Management

N/A

Shares— from 6,077

Change-6,077 (-100%)

Value—

RB Capital Management, LLC

N/A

Shares— from 6,008

Change-6,008 (-100%)

Value—

Alongside, LLC

N/A

Shares— from 5,915

Change-5,915 (-100%)

Value—

49 Wealth Management, LLC

N/A

Shares— from 5,915

Change-5,915 (-100%)

Value—

M3 Advisory Group, LLC

N/A

Shares— from 5,893

Change-5,893 (-100%)

Value—

Denver Wealth Management, Inc.

N/A

Shares— from 5,876

Change-5,876 (-100%)

Value—

Foster & Motley Inc

N/A

Shares— from 5,855

Change-5,855 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 5,831

Change-5,831 (-100%)

Value—

Mosaic Family Wealth Partners, LLC

N/A

Shares— from 5,822

Change-5,822 (-100%)

Value—

RIK Saylor Financial, Inc.

N/A

Shares— from 5,820

Change-5,820 (-100%)

Value—

Invst, LLC

N/A

Shares— from 5,813

Change-5,813 (-100%)

Value—

Knollwood Investment Advisory, LLC

N/A

Shares— from 5,780

Change-5,780 (-100%)

Value—

Empower Advisory Group, LLC

N/A

Shares— from 5,762

Change-5,762 (-100%)

Value—

Pettyjohn, Wood & White, Inc

N/A

Shares— from 5,650

Change-5,650 (-100%)

Value—

Meadowbrook Advisors Group, LLC

N/A

Shares— from 5,625

Change-5,625 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 5,597

Change-5,597 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 5,528

Change-5,528 (-100%)

Value—

Seeds Investor LLC

N/A

Shares— from 5,466

Change-5,466 (-100%)

Value—

Cheviot Value Management, LLC

N/A

Shares— from 5,430

Change-5,430 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 5,409

Change-5,409 (-100%)

Value—

CFO4Life Group, LLC

N/A

Shares— from 5,390

Change-5,390 (-100%)

Value—

Maripau Wealth Management LLC

N/A

Shares— from 5,377

Change-5,377 (-100%)

Value—

Safeguard Investment Advisory Group, LLC

N/A

Shares— from 5,355

Change-5,355 (-100%)

Value—

JT Stratford LLC

N/A

Shares— from 5,341

Change-5,341 (-100%)

Value—

Prostatis Group LLC

N/A

Shares— from 5,320

Change-5,320 (-100%)

Value—

Marble Wealth, LLC

N/A

Shares— from 5,285

Change-5,285 (-100%)

Value—

Bitwise Funds Trust

N/A

Shares— from 5,229

Change-5,229 (-100%)

Value—

Financial Life Planners

N/A

Shares— from 5,160

Change-5,160 (-100%)

Value—

Holistic Financial Partners

N/A

Shares— from 5,066

Change-5,066 (-100%)

Value—

Owen LaRue, LLC

N/A

Shares— from 5,040

Change-5,040 (-100%)

Value—

NorthCoast Asset Management LLC

N/A

Shares— from 5,014

Change-5,014 (-100%)

Value—

Heritage Trust Co

N/A

Shares— from 4,936

Change-4,936 (-100%)

Value—

Hilltop Partners LLC

N/A

Shares— from 4,935

Change-4,935 (-100%)

Value—

Bellars Harris Wealth Management, LLC

N/A

Shares— from 4,819

Change-4,819 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 4,807

Change-4,807 (-100%)

Value—

Boreal Capital Management LLC

N/A

Shares— from 4,790

Change-4,790 (-100%)

Value—

Laidlaw Wealth Management LLC

N/A

Shares— from 4,772

Change-4,772 (-100%)

Value—

Hunter Perkins Capital Management, LLC

N/A

Shares— from 4,763

Change-4,763 (-100%)

Value—

Castle Wealth Management LLC

N/A

Shares— from 4,724

Change-4,724 (-100%)

Value—

Bannerstone Capital Management, LLC

N/A

Shares— from 4,715

Change-4,715 (-100%)

Value—

Petra Financial Advisors Inc

N/A

Shares— from 4,712

Change-4,712 (-100%)

Value—

Members Trust Co

N/A

Shares— from 4,671

Change-4,671 (-100%)

Value—

Wellington-Altus USA Inc.

N/A

Shares— from 4,632

Change-4,632 (-100%)

Value—

North Star Asset Management Inc

N/A

Shares— from 4,555

Change-4,555 (-100%)

Value—

360 Financial, Inc.

N/A

Shares— from 4,554

Change-4,554 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 4,551

Change-4,551 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 4,501

Change-4,501 (-100%)

Value—

Norris Financial Group, LLC

N/A

Shares— from 4,499

Change-4,499 (-100%)

Value—

Drive Wealth Management, LLC

N/A

Shares— from 4,426

Change-4,426 (-100%)

Value—

Cedrus Wealth Group LLC

N/A

Shares— from 4,424

Change-4,424 (-100%)

Value—

Ritter Daniher Financial Advisory LLC / de

N/A

Shares— from 4,363

Change-4,363 (-100%)

Value—

Quotient Wealth Partners, LLC

N/A

Shares— from 4,363

Change-4,363 (-100%)

Value—

Astoria Portfolio Advisors Llc.

N/A

Shares— from 4,303

Change-4,303 (-100%)

Value—

Marathon Trading Investment Management LLC

N/A

Shares— from 4,289

Change-4,289 (-100%)

Value—

Birchcreek Wealth Management, LLC

N/A

Shares— from 4,285

Change-4,285 (-100%)

Value—

Dopkins Wealth Management, LLC

N/A

Shares— from 4,235

Change-4,235 (-100%)

Value—

American Financial Advisors, LLC

N/A

Shares— from 4,228

Change-4,228 (-100%)

Value—

Allianz SE

N/A

Shares— from 4,153

Change-4,153 (-100%)

Value—

Charter Research & Investment Group, Inc.

N/A

Shares— from 4,140

Change-4,140 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 4,091

Change-4,091 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 4,053

Change-4,053 (-100%)

Value—

Barnes Wealth Management Group, Inc

N/A

Shares— from 4,034

Change-4,034 (-100%)

Value—

Garden State Investment Advisory Services LLC

N/A

Shares— from 3,997

Change-3,997 (-100%)

Value—

Pure Financial Advisors, LLC

N/A

Shares— from 3,993

Change-3,993 (-100%)

Value—

BTG Pactual Asset Management US LLC

N/A

Shares— from 3,986

Change-3,986 (-100%)

Value—

Strait & Sound Wealth Management LLC

N/A

Shares— from 3,877

Change-3,877 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 3,798

Change-3,798 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 3,689

Change-3,689 (-100%)

Value—

Retirement Income Solutions, Inc

N/A

Shares— from 3,615

Change-3,615 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 3,516

Change-3,516 (-100%)

Value—

Westfuller Advisors, LLC

N/A

Shares— from 3,510

Change-3,510 (-100%)

Value—

Heritage Wealth Advisors

N/A

Shares— from 3,417

Change-3,417 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 3,327

Change-3,327 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 3,321

Change-3,321 (-100%)

Value—

Forum Finance Group S.A.

N/A

Shares— from 3,277

Change-3,277 (-100%)

Value—

Avalon Trust Co

N/A

Shares— from 3,179

Change-3,179 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 3,050

Change-3,050 (-100%)

Value—

Johnson Financial Group, Inc.

N/A

Shares— from 2,930

Change-2,930 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 2,827

Change-2,827 (-100%)

Value—

MRP Capital Investments, LLC

N/A

Shares— from 2,800

Change-2,800 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 2,665

Change-2,665 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 2,652

Change-2,652 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 2,376

Change-2,376 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 2,200

Change-2,200 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 2,125

Change-2,125 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 2,105

Change-2,105 (-100%)

Value—

Motco

N/A

Shares— from 2,065

Change-2,065 (-100%)

Value—

Cutler Capital Management, LLC

N/A

Shares— from 2,038

Change-2,038 (-100%)

Value—

Monetary Management Group Inc

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 1,787

Change-1,787 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 1,768

Change-1,768 (-100%)

Value—

Kayne Anderson Rudnick Investment Management LLC

N/A

Shares— from 1,745

Change-1,745 (-100%)

Value—

Turim 21 Investimentos Ltda.

N/A

Shares— from 1,675

Change-1,675 (-100%)

Value—

DV Trading LLC

N/A

Shares— from 1,651

Change-1,651 (-100%)

Value—

JTC Employer Solutions Trustee Ltd

N/A

Shares— from 1,575

Change-1,575 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,571

Change-1,571 (-100%)

Value—

Pingora Partners LLC

N/A

Shares— from 1,430

Change-1,430 (-100%)

Value—

Bank of the Bluegrass & Trust Co.

N/A

Shares— from 1,392

Change-1,392 (-100%)

Value—

Greykasell Wealth Strategies, Inc.

N/A

Shares— from 1,375

Change-1,375 (-100%)

Value—

Atomic Invest LLC

N/A

Shares— from 1,345

Change-1,345 (-100%)

Value—

Proffitt & Goodson Inc

N/A

Shares— from 1,320

Change-1,320 (-100%)

Value—

Colonial Trust Co / SC

N/A

Shares— from 1,234

Change-1,234 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 1,145

Change-1,145 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 1,144

Change-1,144 (-100%)

Value—

Dogwood Wealth Management LLC

N/A

Shares— from 1,128

Change-1,128 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 1,089

Change-1,089 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 1,005

Change-1,005 (-100%)

Value—

Hurricane Capital Advisors LLC

N/A

Shares— from 1,004

Change-1,004 (-100%)

Value—

Evelyn Partners Group Ltd

N/A

Shares— from 970

Change-970 (-100%)

Value—

Napier Financial, LLC

N/A

Shares— from 957

Change-957 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 950

Change-950 (-100%)

Value—

Dimension Capital Management LLC

N/A

Shares— from 884

Change-884 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 854

Change-854 (-100%)

Value—

Darwin Wealth Management, LLC

N/A

Shares— from 840

Change-840 (-100%)

Value—

Meramec Financial Planners, LLC

N/A

Shares— from 794

Change-794 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 750

Change-750 (-100%)

Value—

Crewe Advisors LLC

N/A

Shares— from 729

Change-729 (-100%)

Value—

SouthState Bank Corp

N/A

Shares— from 641

Change-641 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 638

Change-638 (-100%)

Value—

Swan Capital LLC

N/A

Shares— from 615

Change-615 (-100%)

Value—

Alerus Financial NA

N/A

Shares— from 608

Change-608 (-100%)

Value—

Tradewinds, Llc.

N/A

Shares— from 604

Change-604 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 591

Change-591 (-100%)

Value—

BOK Financial Private Wealth, Inc.

N/A

Shares— from 535

Change-535 (-100%)

Value—

Corsicana & Co.

N/A

Shares— from 500

Change-500 (-100%)

Value—

Broadwater Capital Management LLC

N/A

Shares— from 481

Change-481 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 480

Change-480 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 467

Change-467 (-100%)

Value—

South Plains Financial, Inc.

N/A

Shares— from 467

Change-467 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 404

Change-404 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 353

Change-353 (-100%)

Value—

Tiaa Trust, National Association

N/A

Shares— from 350

Change-350 (-100%)

Value—

Silicon Valley Capital Partners

N/A

Shares— from 348

Change-348 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 345

Change-345 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 330

Change-330 (-100%)

Value—

HM Payson & Co

N/A

Shares— from 322

Change-322 (-100%)

Value—

Game Plan Financial Advisors, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 300

Change-300 (-100%)

Value—

Abound Financial, LLC

N/A

Shares— from 271

Change-271 (-100%)

Value—

Seneschal Advisors, LLC

N/A

Shares— from 255

Change-255 (-100%)

Value—

Leo H. Evart, Inc.

N/A

Shares— from 208

Change-208 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 200

Change-200 (-100%)

Value—

Edmond de Rothschild Holding S.A.

N/A

Shares— from 200

Change-200 (-100%)

Value—

Steigerwald, Gordon & Koch Inc.

N/A

Shares— from 193

Change-193 (-100%)

Value—

Prosperity Bancshares Inc

N/A

Shares— from 187

Change-187 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 159

Change-159 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 159

Change-159 (-100%)

Value—

Harborfront Financial Group LLC

N/A

Shares— from 117

Change-117 (-100%)

Value—

Cbiz Investment Advisory Services, LLC

N/A

Shares— from 117

Change-117 (-100%)

Value—

Core Capital Management & Research, inc.

N/A

Shares— from 110

Change-110 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 100

Change-100 (-100%)

Value—

CNB Bank

N/A

Shares— from 97

Change-97 (-100%)

Value—

Strive Financial Group,LLC

N/A

Shares— from 95

Change-95 (-100%)

Value—

Purpose Unlimited Inc.

N/A

Shares— from 89

Change-89 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 89

Change-89 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 89

Change-89 (-100%)

Value—

Lummis Asset Management, LP

N/A

Shares— from 85

Change-85 (-100%)

Value—

Bernard Wealth Management Corp.

N/A

Shares— from 80

Change-80 (-100%)

Value—

Pinney & Scofield, Inc.

N/A

Shares— from 80

Change-80 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 80

Change-80 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 74

Change-74 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 70

Change-70 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 69

Change-69 (-100%)

Value—

Cypress Capital Management LLC (WY)

N/A

Shares— from 50

Change-50 (-100%)

Value—

Burnham & Co LLC

N/A

Shares— from 50

Change-50 (-100%)

Value—

Tripletail Wealth Management, LLC

N/A

Shares— from 30

Change-30 (-100%)

Value—

Kerr Financial Planning Corp

N/A

Shares— from 13

Change-13 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

Financial Avengers, Inc.

N/A

Shares— from 10

Change-10 (-100%)

Value—

Gould Capital, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	7,741,739	7,671,722	+70,017	+1%	$410.2M	$422.0M	+$11.8M	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	985,391	1,059,250	-73,859	-7%	$56.6M	$53.7M	-$2.9M	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	806,078	847,219	-41,141	-5%	$45.3M	$43.9K	-$45.3M	2026-11-02
Barclays PLC	DECREASED	769,148	1,124,486	-355,338	-32%	$60.1M	$41.9M	-$18.2M	2026-11-06
Truist Financial Corp	DECREASED	672,277	722,058	-49,781	-7%	$38.6M	$36.6M	-$2.0M	2026-10-30
Verde Servicos Internacionais S.A.	UNCHANGED	584,327	584,327	0	0%	$31.2M	$31.9K	-$31.2M	2026-10-26
Richard C. Young & Co., Ltd.	DECREASED	567,934	580,758	-12,824	-2%	$31.1M	$31.0M	-$95.1K	2026-11-04
Citigroup Inc	INCREASED	511,981	413,603	+98,378	+24%	$22.1M	$27.9M	+$5.8M	2026-11-04
Kestra Advisory Services, LLC	INCREASED	435,831	377,480	+58,351	+15%	$20.2M	$23.8M	+$3.6M	2026-11-02
New Harbor Financial Group, LLC	INCREASED	373,453	355,214	+18,239	+5%	$19.0M	$20.4M	+$1.4M	2026-10-22
PNC Financial Services Group, Inc.	INCREASED	349,270	348,676	+594	+0%	$18.6M	$19.0M	+$395.0K	2026-11-06
TD Waterhouse Canada Inc.	INCREASED	342,170	337,243	+4,927	+1%	$18.1M	$18.9M	+$771.9K	2026-10-16
Briaud Financial Planning Inc	INCREASED	340,471	335,142	+5,329	+2%	$17.9M	$18.6M	+$641.7K	2026-10-20
AMG National Trust Bank	INCREASED	334,334	334,063	+271	+0%	$17.9M	$18.2M	+$362.2K	2026-11-05
RIA Advisory Group LLC	INCREASED	285,306	281,345	+3,961	+1%	$15.0M	$15.6M	+$508.5K	2026-10-15
Walser Wealth Management Company, A Ltd Liability Co	DECREASED	281,042	303,186	-22,144	-7%	$16.2M	$15.3M	-$891.8K	2026-10-15
RED Cedar Investment Management, LLC	INCREASED	274,125	265,472	+8,653	+3%	$14.2M	$14.9M	+$747.8K	2026-11-04
Creative Planning	INCREASED	266,733	249,941	+16,792	+7%	$13.4M	$14.5M	+$1.2M	2026-11-02
TSP Capital Management Group, LLC	DECREASED	263,925	264,925	-1,000	0%	$14.2M	$14.4M	+$221.0K	2026-10-15
Mirae Asset Global Investments Co., Ltd.	INCREASED	261,178	237,278	+23,900	+10%	$12.7M	$14.2M	+$1.5M	2026-11-03
Globalt Investments LLC / GA	DECREASED	221,060	227,302	-6,242	-3%	$12.2M	$12.0M	-$103.9K	2026-10-27
Florida Trust Wealth Management Co	INCREASED	220,235	210,843	+9,392	+4%	$11.3M	$12.0M	+$731.2K	2026-11-05
Caliber Wealth Management, LLC / KS	DECREASED	218,569	222,828	-4,259	-2%	$11.9M	$11.9M	-$417	2026-11-04
Forest Hill Capital, LLC	UNCHANGED	212,000	212,000	0	0%	$11.3M	$11.6M	+$220.5K	2026-11-05
Bank of New York Mellon Corp	INCREASED	207,645	199,317	+8,328	+4%	$10.7M	$11.3M	+$661.2K	2026-11-05
Oppenheimer & Co Inc	DECREASED	203,378	221,861	-18,483	-8%	$11.9M	$11.1M	-$776.8K	2026-10-26
Meridian Wealth Management, LLC	INCREASED	201,827	200,770	+1,057	+1%	$10.7M	$11.0M	+$266.4K	2026-11-05
Krilogy Financial LLC	INCREASED	201,515	7,949	+193,566	+2435%	$425.0K	$11.0M	+$10.5M	2026-10-13
Augustine Asset Management Inc	DECREASED	199,179	199,997	-818	0%	$10.7M	$10.9M	+$163.4K	2026-10-13
Fifth Third Bancorp	DECREASED	199,076	214,575	-15,499	-7%	$11.5M	$10.9M	-$621.7K	2026-11-05
Independent Financial Group, LLC	DECREASED	197,218	209,657	-12,439	-6%	$11.2M	$10.8M	-$460.0K	2026-10-13
MacKenzie Financial Corp	DECREASED	183,354	184,786	-1,432	-1%	$9.9M	$10.0M	+$114.1K	2026-11-02
Wealthcare Advisory Partners LLC	INCREASED	179,642	178,186	+1,456	+1%	$9.5M	$9.8M	+$264.7K	2026-10-21
Corecam Pte. Ltd.	INCREASED	174,490	171,270	+3,220	+2%	$9.2M	$9.5M	+$353.6K	2026-10-23
Wealth Enhancement Advisory Services, LLC	INCREASED	174,139	150,173	+23,966	+16%	$8.1M	$9.3M	+$1.2M	2026-10-13
D.A. Davidson & Co.	INCREASED	171,536	169,551	+1,985	+1%	$9.1M	$9.4M	+$284.5K	2026-10-28
Cypress Capital Group	DECREASED	166,133	166,217	-84	0%	$8.9M	$9.1M	+$168.3K	2026-11-03
Arnhold LLC	UNCHANGED	164,060	164,060	0	0%	$8.8M	$8.9M	+$170.6K	2026-10-26
Twelve Points Wealth Management LLC	INCREASED	156,900	142,459	+14,441	+10%	$7.6M	$7.0M	-$619.5K	2026-11-03
Sigma Planning Corp	DECREASED	143,566	158,908	-15,342	-10%	$8.5M	$7.8M	-$740.9K	2026-10-23
Point Nemo Capital, LLC	NEW	141,720	—	+141,720	—	—	$7.7M	—	2026-11-03
McAlvany Wealth Management LLC	INCREASED	141,649	136,523	+5,126	+4%	$7.3M	$7.7M	+$421.4K	2026-10-29
Brookstone Capital Management	DECREASED	137,761	150,158	-12,397	-8%	$8.0M	$7.5M	-$519.6K	2026-10-22
J.W. Cole Advisors, Inc.	DECREASED	133,855	146,382	-12,527	-9%	$7.8M	$7.3M	-$530.6K	2026-11-05
CoreCap Advisors, LLC	DECREASED	133,578	142,740	-9,162	-6%	$7.6M	$7.3M	-$350.9K	2026-10-08
SBI Securities Co., Ltd.	DECREASED	125,652	128,500	-2,848	-2%	$6.9M	$6.8M	-$21.6K	2026-10-22
Grand Central Investment Group	DECREASED	123,423	123,794	-371	0%	$6.6M	$6.7M	+$108.5K	2026-11-02
Canton Hathaway, LLC	DECREASED	117,915	118,237	-322	0%	$6.3M	$6.4M	+$105.4K	2026-10-23
Concurrent Investment Advisors, LLC	INCREASED	117,687	102,777	+14,910	+15%	$5.5M	$6.4M	+$919.7K	2026-10-16
HUB Investment Partners, LLC	INCREASED	114,919	81,746	+33,173	+41%	$4.4M	$6.3M	+$1.9M	2026-11-03
Elevation Point Wealth Partners, LLC	INCREASED	113,734	113,292	+442	+0%	$6.1M	$6.2M	+$141.9K	2026-11-05
Sugar Maple Asset Management, LLC	INCREASED	113,589	113,239	+350	+0%	$6.1M	$6.2M	+$136.8K	2026-10-13
ARS Wealth Advisors Group, LLC	INCREASED	113,538	89,079	+24,459	+27%	$4.8M	$6.2M	+$1.4M	2026-10-16
MGO One Seven LLC	INCREASED	109,518	108,768	+750	+1%	$5.8M	$6.0M	+$154.0K	2026-10-28
NTV Asset Management LLC	DECREASED	107,240	109,670	-2,430	-2%	$5.9M	$5.8M	-$18.4K	2026-10-23
Nations Financial Group Inc,	INCREASED	105,839	105,199	+640	+1%	$5.6M	$5.8M	+$144.3K	2026-11-05
US Bancorp \de\	INCREASED	104,584	103,387	+1,197	+1%	$5.5M	$5.7M	+$172.8K	2026-11-05
Corecam AG	DECREASED	104,150	105,050	-900	-1%	$5.6M	$5.7M	+$60.2K	2026-10-29
Carota Wealth Management	NEW	103,188	—	+103,188	—	—	$5.6M	—	2026-11-03
IronBridge Private Wealth, LLC	INCREASED	102,318	86,692	+15,626	+18%	$4.6M	$5.6M	+$941.9K	2026-11-03
Carrera Capital Advisors	DECREASED	101,503	112,995	-11,492	-10%	$6.0M	$5.5M	-$508.9K	2026-11-03
Encompass More Asset Management	DECREASED	101,270	135,025	-33,755	-25%	$7.2M	$5.5M	-$1.7M	2026-10-16
Lido Advisors, LLC	DECREASED	100,907	106,162	-5,255	-5%	$5.7M	$5.5M	-$176.0K	2026-11-04
Sovran Advisors, LLC	DECREASED	100,740	101,916	-1,176	-1%	$5.3M	$4.8M	-$506.1K	2026-11-02
AGP Franklin, LLC	INCREASED	100,596	99,609	+987	+1%	$5.3M	$5.5M	+$157.4K	2026-11-04
Pettinga Financial Advisors LLC	DECREASED	100,361	101,817	-1,456	-1%	$5.4M	$5.5M	+$26.5K	2026-10-13
Prospera Financial Services Inc	DECREASED	99,063	103,278	-4,215	-4%	$5.5M	$4.4M	-$1.1M	2026-11-04
Lesa Sroufe & Co	DECREASED	98,875	99,461	-586	-1%	$5.3M	$5.4K	-$5.3M	2026-10-29
Kestra Private Wealth Services, LLC	INCREASED	98,060	74,348	+23,712	+32%	$4.0M	$5.3M	+$1.4M	2026-11-06
Fifth Third Securities, Inc.	DECREASED	96,955	103,421	-6,466	-6%	$5.5M	$5.3M	-$244.9K	2026-10-21
Simplex Trading, LLC	INCREASED	96,534	59,816	+36,718	+61%	$3.2M	$5.3M	+$2.1M	2026-11-04
Jamison Private Wealth Management, Inc.	DECREASED	95,921	96,059	-138	0%	$5.1M	$5.2M	+$92.4K	2026-10-14
Assetmark, Inc	INCREASED	95,744	80,040	+15,704	+20%	$4.3M	$5.2M	+$939.3K	2026-10-21
Independent Wealth Network Inc.	DECREASED	95,321	96,621	-1,300	-1%	$5.2M	$5.2M	+$29.6K	2026-10-19
RM Financial Services, LLC	DECREASED	94,137	94,142	-5	0%	$5.0M	$5.1M	+$97.6K	2026-11-03
Allworth Financial LP	INCREASED	92,107	69,276	+22,831	+33%	$3.7M	$4.9M	+$1.2M	2026-11-06
Parallel Advisors, LLC	INCREASED	91,787	30,981	+60,806	+196%	$1.7M	$5.0M	+$3.3M	2026-11-03
Synergy Asset Management, LLC	INCREASED	91,072	3,889	+87,183	+2242%	$207.9K	$5.0M	+$4.8M	2026-11-05
Nkcfo LLC	UNCHANGED	89,125	89,125	0	0%	$4.8M	$4.9M	+$92.0K	2026-11-04
Bfsg, LLC	DECREASED	88,913	95,561	-6,648	-7%	$5.1M	$4.8M	-$263.0K	2026-10-30
James Investment Research, Inc.	DECREASED	88,232	88,485	-253	0%	$4.7M	$4.8M	+$78.2K	2026-10-22
Innovative Advisory Group, LLC	DECREASED	88,224	91,046	-2,822	-3%	$4.9M	$4.8M	-$59.1K	2026-10-13
EverSource Wealth Advisors, LLC	INCREASED	87,359	83,287	+4,072	+5%	$4.5M	$4.8M	+$308.6K	2026-11-04
Evanson Financial, LLC	DECREASED	85,814	89,654	-3,840	-4%	$4.8M	$4.7M	-$116.1K	2026-10-23
Cornerstone Wealth Management, LLC	INCREASED	85,592	84,569	+1,023	+1%	$4.5M	$4.7M	+$143.7K	2026-11-04
Investment Partners, Ltd.	INCREASED	85,460	43,665	+41,795	+96%	$2.3M	$4.7M	+$2.3M	2026-10-29
Seven Post Investment Office LP	DECREASED	85,156	125,061	-39,905	-32%	$6.7M	$4.6M	-$2.0M	2026-10-26
Clearstead Advisors, LLC	INCREASED	84,196	81,720	+2,476	+3%	$4.4M	$4.6M	+$220.0K	2026-11-06
Belvedere Trading LLC	NEW	84,079	—	+84,079	—	—	$4.6M	—	2026-11-05
Sowell Financial Services LLC	INCREASED	83,526	77,748	+5,778	+7%	$4.2M	$4.6M	+$395.9K	2026-10-23
RFG Advisory, LLC	INCREASED	83,299	78,381	+4,918	+6%	$4.2M	$4.5M	+$349.6K	2026-11-03
HB Wealth Management, LLC	INCREASED	82,162	75,591	+6,571	+9%	$4.0M	$4.5M	+$436.8K	2026-10-23
Lake Hills Wealth Management, LLC	INCREASED	81,945	52,376	+29,569	+56%	$2.8M	$4.5M	+$1.7M	2026-10-07
Ashton Thomas Private Wealth, LLC	INCREASED	81,491	24,360	+57,131	+235%	$1.3M	$4.4M	+$3.1M	2026-11-03
Davenport & Co LLC	DECREASED	81,029	82,272	-1,243	-2%	$4.4M	$4.4M	+$17.8K	2026-10-14
Farther Finance Advisors, LLC	INCREASED	79,298	75,635	+3,663	+5%	$4.0M	$4.3M	+$278.3K	2026-10-08
Apollon Wealth Management, LLC	INCREASED	78,975	76,067	+2,908	+4%	$4.1M	$4.3M	+$237.6K	2026-10-23
ROI Financial Advisors, LLC	DECREASED	78,907	79,704	-797	-1%	$4.3M	$4.3M	+$39.4K	2026-10-19
Eagle Strategies LLC	INCREASED	78,030	77,701	+329	+0%	$4.2M	$4.3M	+$98.7K	2026-10-16
Midwest Trust Co	INCREASED	72,832	68,657	+4,175	+6%	$3.7M	$4.0M	+$299.0K	2026-10-22
Sicart Associates LLC	DECREASED	71,112	71,180	-68	0%	$3.8M	$3.7M	-$143.0K	2026-10-29
Benin Management Corp	UNCHANGED	70,735	70,735	0	0%	$3.8M	$3.9M	+$73.6K	2026-10-22
Avalon Capital Management	INCREASED	67,386	50,646	+16,740	+33%	$2.7M	$3.7M	+$965.2K	2026-11-04
GK Wealth Management LLC	DECREASED	66,788	85,355	-18,567	-22%	$4.6M	$3.6M	-$923.3K	2026-10-09
O'Domhnaill Enterprises, Inc.	DECREASED	65,791	78,899	-13,108	-17%	$4.2M	$3.6M	-$632.5K	2026-10-29
Robertson Stephens Wealth Management, LLC	INCREASED	64,773	64,676	+97	+0%	$3.5M	$3.5M	+$72.6K	2026-10-16
Merit Financial Group, LLC	INCREASED	63,722	57,468	+6,254	+11%	$3.1M	$3.5M	+$400.7K	2026-11-06
Dynamic Advisor Solutions LLC	DECREASED	63,638	65,211	-1,573	-2%	$3.5M	$3.5M	-$17.9K	2026-10-13
Inspire Trust Co, N.A.	INCREASED	63,500	56,500	+7,000	+12%	$3.0M	$3.5M	+$440.3K	2026-11-05
Tucker Asset Management LLC	INCREASED	62,513	58,043	+4,470	+8%	$3.1M	$3.4M	+$304.0K	2026-10-29
Econ Financial Services Corp	NEW	62,421	—	+62,421	—	—	$3.4M	—	2026-10-19
GFS Advisors, LLC	INCREASED	62,014	55,989	+6,025	+11%	$53.0K	$3.4M	+$3.3M	2026-11-03
Money Concepts Capital Corp	DECREASED	61,510	63,057	-1,547	-2%	$3.4M	$3.4M	-$18.7K	2026-11-06
Natixis	DECREASED	61,319	68,196	-6,877	-10%	$3.6M	$3.3M	-$303.9K	2026-11-06
Bath Savings Trust Co	DECREASED	60,935	65,035	-4,100	-6%	$3.5M	$3.3M	-$155.9K	2026-10-07
Mirador Capital Partners LP	INCREASED	60,581	5,384	+55,197	+1025%	$287.9K	$3.3M	+$3.0M	2026-10-09
B. Riley Wealth Advisors, Inc.	INCREASED	60,051	52,416	+7,635	+15%	$2.8M	$3.3M	+$512.1K	2026-10-13
Level Four Advisory Services, LLC	DECREASED	58,659	108,054	-49,395	-46%	$5.8M	$3.2M	-$2.6M	2026-11-06
Associated Banc-Corp	DECREASED	56,552	60,744	-4,192	-7%	$3.2M	$3.1M	-$165.3K	2026-10-30
Thrivent Financial for Lutherans	INCREASED	56,046	51,043	+5,003	+10%	$2.7M	$3.1M	+$330.0K	2026-11-05
M Holdings Securities, Inc.	INCREASED	54,957	54,367	+590	+1%	$2.9M	$2.6K	-$2.9M	2026-11-03
Vontobel Holding Ltd.	DECREASED	54,845	115,634	-60,789	-53%	$6.2M	$3.0M	-$3.2M	2026-10-16
Sapient Capital LLC	UNCHANGED	54,367	54,367	0	0%	$2.9M	$3.0M	+$56.5K	2026-10-08
AGF Management LTD	NEW	53,188	—	+53,188	—	—	$2.9M	—	2026-11-03
OpenArc Corporate Advisory, LLC	INCREASED	53,112	48,858	+4,254	+9%	$2.6M	$2.9M	+$282.7K	2026-10-21
Banque Pictet & CIE SA	INCREASED	51,589	5,615	+45,974	+819%	$300.2K	$2.8M	+$2.5M	2026-10-16
Cadent Capital Advisors, LLC	DECREASED	51,421	56,709	-5,288	-9%	$3.0M	$2.8M	-$229.3K	2026-10-09
Central Trust Co	DECREASED	51,392	51,747	-355	-1%	$2.8M	$2.8M	+$34.5K	2026-11-05
Atria Investments, Inc	INCREASED	50,448	49,690	+758	+2%	$2.7M	$2.7M	+$93.0K	2026-10-15
Wedbush Securities Inc	INCREASED	49,756	47,110	+2,646	+6%	$2.5M	$2.7K	-$2.5M	2026-10-22
AlphaStar Capital Management, LLC	DECREASED	49,574	54,955	-5,381	-10%	$2.9M	$2.7M	-$236.2K	2026-10-16
Barnes Dennig Private Wealth Management LLC	DECREASED	47,204	56,796	-9,592	-17%	$3.0M	$2.6M	-$463.8K	2026-10-30
Well Done, LLC	INCREASED	45,438	45,420	+18	+0%	$2.4M	$2.5M	+$48.2K	2026-10-20
Hillcrest Wealth Advisors - NY, LLC	INCREASED	45,340	38,365	+6,975	+18%	$2.1M	$2.5M	+$420.1K	2026-10-22
Moors & Cabot, Inc.	DECREASED	45,292	53,045	-7,753	-15%	$2.8M	$2.5M	-$367.4K	2026-11-06
Blue Trust, Inc.	DECREASED	44,404	46,798	-2,394	-5%	$2.5M	$2.4M	-$81.8K	2026-10-15
Perigon Wealth Management, LLC	DECREASED	44,308	53,754	-9,446	-18%	$2.9M	$2.4M	-$459.0K	2026-10-22
Axxcess Wealth Management, LLC	DECREASED	44,306	88,131	-43,825	-50%	$4.7M	$2.4M	-$2.3M	2026-10-21
Revisor Wealth Management LLC	INCREASED	44,206	43,836	+370	+1%	$2.3M	$2.3M	-$1.1K	2026-10-20
Centennial Wealth Advisory LLC	DECREASED	44,183	44,405	-222	0%	$2.4M	$2.4M	+$34.1K	2026-10-16
Acorn Wealth Advisors, LLC	INCREASED	44,121	42,040	+2,081	+5%	$2.2M	$2.4M	+$157.2K	2026-10-19
IFP Advisors, Inc	INCREASED	43,709	35,315	+8,394	+24%	$1.9M	$2.4M	+$494.3K	2026-10-16
Independent Wealth Advisors LLC	INCREASED	43,087	42,810	+277	+1%	$2.3M	$2.3M	+$59.6K	2026-10-27
truNorth Financial Services, Inc.	INCREASED	42,512	42,395	+117	+0%	$2.3M	$2.3M	+$50.5K	2026-11-06
Choreo, LLC	INCREASED	41,467	38,155	+3,312	+9%	$2.0M	$2.3M	+$220.5K	2026-10-28
Flagship Harbor Advisors, LLC	INCREASED	41,218	38,422	+2,796	+7%	$2.1M	$2.2M	+$192.4K	2026-10-26
Patten Group, Inc.	INCREASED	40,802	37,699	+3,103	+8%	$2.0M	$2.2M	+$208.4K	2026-10-26
Strategic Blueprint, LLC	DECREASED	40,177	40,315	-138	0%	$2.2M	$2.2M	+$34.4K	2026-10-22
Golden State Wealth Management, LLC	INCREASED	40,029	32,929	+7,100	+22%	$1.8M	$2.2M	+$421.3K	2026-11-02
DCF Advisers, LLC	UNCHANGED	40,000	40,000	0	0%	$2.1M	$2.2M	+$41.6K	2026-11-04
Quaker Wealth Management, LLC	INCREASED	39,955	948	+39,007	+4115%	$50.7K	$2.2M	+$2.1M	2026-10-22
Park Avenue Securities LLC	INCREASED	39,939	39,436	+503	+1%	$2.1M	$2.2K	-$2.1M	2026-10-26
Mezzasalma Advisors, LLC	DECREASED	39,499	40,223	-724	-2%	$2.2M	$2.2M	+$2.4K	2026-10-14
Vestor Capital, LLC	INCREASED	39,457	1,822	+37,635	+2066%	$61	$8.0K	+$8.0K	2026-11-04
Mccarter Private Wealth Services LLC	UNCHANGED	39,250	39,250	0	0%	$2.1M	$2.1M	+$40.8K	2026-10-22
Everest Financial Group LLC	INCREASED	39,144	13,242	+25,902	+196%	$708.0K	$2.1M	+$1.4M	2026-11-06
Robinson Value Management, Ltd.	DECREASED	38,849	39,612	-763	-2%	$2.1M	$2.1M	-$395	2026-10-20
Kingswood Wealth Advisors, LLC	INCREASED	38,602	35,109	+3,493	+10%	$1.9M	$2.1M	+$226.9K	2026-10-23
Capstone Wealth Management Group, Inc.	DECREASED	38,170	41,620	-3,450	-8%	$2.2M	$2.1M	-$144.8K	2026-10-19
WealthCare Investment Partners, LLC	DECREASED	38,056	50,375	-12,319	-24%	$2.7M	$2.1M	-$619.1K	2026-11-05
Keybank National Association	INCREASED	37,989	30,740	+7,249	+24%	$1.6M	$2.1M	+$427.1K	2026-11-04
J. Safra Sarasin Holding AG	DECREASED	37,837	38,686	-849	-2%	$2.2M	$2.2M	-$15.3K	2026-10-26
Wealth Quarterback LLC	INCREASED	37,454	36,088	+1,366	+4%	$1.9M	$2.0M	+$112.0K	2026-10-20
Williams & Novak Wealth Management, LLC	INCREASED	37,150	37,100	+50	+0%	$2.0M	$2.0M	+$41.3K	2026-10-09
Linden Thomas Advisory Services, LLC	INCREASED	37,125	35,837	+1,288	+4%	$1.9M	$2.0M	+$107.5K	2026-10-19
Royal Palms Capital LLC	DECREASED	36,718	37,368	-650	-2%	$2.0M	$2.0M	+$3.4K	2026-10-23
Prime Capital Investment Advisors, LLC	DECREASED	36,710	37,142	-432	-1%	$2.0M	$2.0M	+$15.1K	2026-10-20
Violich Capital Management, Inc.	INCREASED	36,610	35,510	+1,100	+3%	$1.9M	$2.0M	+$96.9K	2026-10-05
Discipline Wealth Solutions, LLC	DECREASED	36,523	37,750	-1,227	-3%	$2.0M	$2.0M	-$27.6K	2026-10-14
Cushing Capital Partners, LLC	INCREASED	36,301	34,353	+1,948	+6%	$1.8M	$2.0M	+$141.9K	2026-10-20
National Wealth Management Group, LLC	DECREASED	35,625	46,633	-11,008	-24%	$2.5M	$1.9M	-$551.6K	2026-10-26
Symphony Financial, Ltd. Co.	DECREASED	35,248	35,679	-431	-1%	$1.9M	$1.9M	+$57.9K	2026-10-22
Hoey Investments, Inc	DECREASED	34,006	34,775	-769	-2%	$1.9M	$1.9M	-$5.8K	2026-10-29
Columbus Macro, LLC	INCREASED	33,770	31,978	+1,792	+6%	$1.7M	$1.8M	+$130.9K	2026-10-14
Plan Group Financial, LLC	INCREASED	33,636	33,630	+6	+0%	$1.8M	$1.8M	-$45.1K	2026-10-22
Moneco Advisors, LLC	DECREASED	33,619	36,466	-2,847	-8%	$1.9M	$1.8M	-$117.3K	2026-11-05
Pekin Hardy Strauss, Inc.	INCREASED	33,480	33,305	+175	+1%	$1.8M	$1.8M	+$44.2K	2026-11-02
Regions Financial Corp	INCREASED	33,125	32,745	+380	+1%	$1.8M	$1.8M	+$54.8K	2026-11-05
Praxis Capital Management LLC	UNCHANGED	33,000	33,000	0	0%	$1.8M	$1.8M	+$34.3K	2026-10-16
Focus Financial Network, Inc.	DECREASED	32,747	33,549	-802	-2%	$1.8M	$1.8M	-$8.8K	2026-10-14
SilverOak Wealth Management LLC	UNCHANGED	32,681	32,681	0	0%	$1.7M	$1.8M	+$34.0K	2026-10-29
VestGen Advisors, LLC	DECREASED	32,392	47,183	-14,791	-31%	$2.5M	$1.8M	-$757.2K	2026-10-27
Savant Capital, LLC	INCREASED	31,538	22,085	+9,453	+43%	$1.2M	$1.7M	+$534.6K	2026-11-06
First Command Advisory Services, Inc.	DECREASED	31,299	40,804	-9,505	-23%	$2.2M	$1.7M	-$475.7K	2026-11-05
Larson Financial Group LLC	INCREASED	31,283	30,529	+754	+2%	$1.6M	$1.7M	+$72.9K	2026-11-05
Parisi Gray Wealth Management	NEW	31,183	—	+31,183	—	—	$1.7M	—	2026-10-16
Principal Financial Group Inc	UNCHANGED	30,853	30,853	0	0%	$1.6M	$1.7M	+$32.1K	2026-11-02
Bayshore Capital Advisors, LLC	INCREASED	30,725	25,750	+4,975	+19%	$1.4M	$1.7M	+$298.0K	2026-11-02
Elevatus Welath Management	NEW	30,416	—	+30,416	—	—	$1.7M	—	2026-10-19
Bank Julius Baer & Co. Ltd, Zurich	INCREASED	30,101	17,476	+12,625	+72%	$922.5K	$1.7M	+$745.1K	2026-10-29
Moulton Wealth Management, Inc	INCREASED	29,969	21,819	+8,150	+37%	$1.2M	$1.6M	+$463.9K	2026-10-13
Vanguard Capital Wealth Advisors	INCREASED	29,905	23,089	+6,816	+30%	$1.2M	$1.6M	+$395.6K	2026-10-16
PFG Advisors	INCREASED	29,654	23,860	+5,794	+24%	$1.3M	$1.6M	+$340.6K	2026-10-16
Avior Wealth Management, LLC	DECREASED	29,547	35,165	-5,618	-16%	$1.9M	$1.6M	-$269.7K	2026-10-13
Abbington Investment Group	UNCHANGED	29,354	29,354	0	0%	$1.6M	$1.6M	+$30.5K	2026-11-03
Parsons Capital Management Inc	UNCHANGED	29,345	29,345	0	0%	$1.6M	$1.6M	+$30.5K	2026-10-28
Avidian Wealth Enterprises, LLC	INCREASED	29,124	16,908	+12,216	+72%	$904.1K	$1.6M	+$683.5K	2026-10-08
NWF Advisory Services Inc.	INCREASED	29,108	26,413	+2,695	+10%	$1.4M	$1.6M	+$174.4K	2026-10-19
Titiun Yejiel	UNCHANGED	29,018	29,018	0	0%	$1.6M	$1.6M	+$30.2K	2026-11-06
Professional Financial Advisors, LLC	DECREASED	28,977	29,772	-795	-3%	$1.6M	$1.6M	-$12.4K	2026-10-13
Bank of Stockton	UNCHANGED	28,890	28,890	0	0%	$1.5M	$1.6M	+$30.0K	2026-10-20
Signal Advisors Wealth, LLC	INCREASED	28,799	27,595	+1,204	+4%	$1.5M	$1.6M	+$94.3K	2026-10-13
Rooted Wealth Advisors, Inc.	UNCHANGED	28,645	28,645	0	0%	$1.5M	$1.5M	$0	2026-11-03
Koshinski Asset Management, Inc.	INCREASED	27,771	27,414	+357	+1%	$1.5M	$1.5M	+$48.0K	2026-10-29
Cypress Wealth Services, LLC	INCREASED	27,615	26,951	+664	+2%	$1.4M	$1.5M	+$90.2K	2026-10-21
Realta Investment Advisors	INCREASED	27,590	20,666	+6,924	+34%	$1.1M	$1.5M	+$398.9K	2026-10-14
E&G Advisors, LLC	DECREASED	26,926	28,096	-1,170	-4%	$1.5M	$1.5M	-$34.6K	2026-10-13
Harel Insurance Investments & Financial Services Ltd.	INCREASED	26,880	6,750	+20,130	+298%	$361.0K	$1.5K	-$359.5K	2026-11-02
Valeo Financial Advisors, LLC	INCREASED	26,447	26,223	+224	+1%	$1.4M	$1.4M	+$39.5K	2026-10-08
Signaturefd, LLC	INCREASED	26,206	25,906	+300	+1%	$1.4M	$1.4M	+$43.3K	2026-10-23
Biltmore Family Office, LLC	UNCHANGED	26,000	26,000	0	0%	$1.4M	$1.4M	+$27.0K	2026-11-03
Procyon Advisors, LLC	DECREASED	25,238	139,203	-113,965	-82%	$7.4M	$1.4M	-$6.1M	2026-10-21
Cathy Pareto & Associates, Inc	INCREASED	24,959	23,968	+991	+4%	$1.3M	$1.4M	+$78.9K	2026-10-15
Fifth Third Wealth Advisors LLC	INCREASED	24,949	24,939	+10	+0%	$1.3M	$1.4M	+$26.5K	2026-10-22
Brighton Jones LLC	INCREASED	24,836	23,570	+1,266	+5%	$1.3M	$1.4M	+$93.5K	2026-11-03
Quadcap Wealth Management, LLC	INCREASED	24,817	22,880	+1,937	+8%	$1.2M	$1.4M	+$129.4K	2026-11-02
Diversify Wealth Management, LLC	INCREASED	24,416	23,550	+866	+4%	$1.2M	$1.3M	+$21.2K	2026-10-20
Diversify Advisory Services, LLC	INCREASED	24,416	23,550	+866	+4%	$1.2M	$1.3M	+$21.2K	2026-10-20
Miller Financial Services LLC	INCREASED	24,263	21,340	+2,923	+14%	$1.1M	$1.3M	+$181.5K	2026-10-20
Evermay Wealth Management LLC	INCREASED	24,253	24,198	+55	+0%	$1.3M	$1.3M	+$28.2K	2026-11-05
Ellis Investment Partners, LLC	INCREASED	24,180	20,970	+3,210	+15%	$1.1M	$1.3M	+$196.8K	2026-10-21
Herold Advisors, Inc.	INCREASED	24,122	23,162	+960	+4%	$1.2M	$1.3M	+$77.9K	2026-10-19
Baldwin Wealth Partners LLC	INCREASED	24,059	22,059	+2,000	+9%	$1.2M	$1.3M	+$132.0K	2026-10-13
TopTier Wealth Management, LLC	DECREASED	23,785	23,832	-47	0%	$1.3M	$1.3M	+$22.2K	2026-10-16
Csenge Advisory Group	DECREASED	23,774	60,725	-36,951	-61%	$3.2M	$1.3M	-$2.0M	2026-11-04
Quadrant Private Wealth Management, LLC	INCREASED	23,704	20,126	+3,578	+18%	$1.1M	$1.3M	+$216.0K	2026-11-04
Rossby Financial, LCC	INCREASED	23,533	16,193	+7,340	+45%	$865.8K	$1.3M	+$416.9K	2026-11-05
LifeWealth Investments, LLC	DECREASED	23,115	24,467	-1,352	-6%	$1.3M	$1.3M	-$48.3K	2026-10-21
Simplicity Wealth,LLC	INCREASED	22,986	17,025	+5,961	+35%	$910.3K	$1.3M	+$342.6K	2026-10-23
Rye Brook Capital LLC	INCREASED	22,823	21,328	+1,495	+7%	$1.1M	$1.2K	-$1.1M	2026-10-07
Gradient Capital Advisors, LLC	DECREASED	22,785	23,579	-794	-3%	$1.3M	$1.2M	-$18.7K	2026-10-21
Comprehensive Financial Consultants Institutional, Inc.	INCREASED	22,471	16,500	+5,971	+36%	$882.3K	$1.2M	+$342.6K	2026-10-15
Hyposwiss Advisors SA	UNCHANGED	22,130	22,130	0	0%	$1.2M	$1.2M	+$23.0K	2026-10-26
Harbor Investment Advisory, LLC	INCREASED	21,935	20,809	+1,126	+5%	$1.1M	$1.2M	+$83.0K	2026-10-13
Equitable Trust Co	UNCHANGED	21,647	21,647	0	0%	$1.2M	$1.2M	+$22.5K	2026-10-13
Elevation Wealth Management LLC	INCREASED	21,599	21,274	+325	+2%	$1.1M	$1.2M	+$39.8K	2026-11-02
Ameliora Wealth Management Ltd.	DECREASED	21,587	31,210	-9,623	-31%	$1.7M	$1.2M	-$492.1K	2026-10-23
SeaCrest Wealth Management, LLC	DECREASED	21,527	21,638	-111	-1%	$1.2M	$1.2M	+$16.5K	2026-10-21
United Financial Planning Group LLC	INCREASED	21,487	20,571	+916	+4%	$1.1M	$1.2M	+$73.2K	2026-11-04
LexAurum Advisors, LLC	DECREASED	21,254	21,413	-159	-1%	$1.1M	$1.2M	+$13.6K	2026-10-19
Rosenberg Matthew Hamilton	UNCHANGED	21,106	21,106	0	0%	$1.1M	$1.2M	+$22.0K	2026-10-05
Rakuten Securities, Inc.	DECREASED	21,066	30,987	-9,921	-32%	$1.7M	$1.1M	-$508.6K	2026-11-02
Retirement Planning Group, LLC	DECREASED	21,055	21,468	-413	-2%	$1.1M	$1.1M	-$186	2026-10-19
Forvis Mazars Wealth Advisors, LLC	DECREASED	21,021	21,358	-337	-2%	$1.1M	$1.1M	+$3.8K	2026-10-13
Fiduciary Financial Group, LLC	INCREASED	20,733	19,721	+1,012	+5%	$1.1M	$1.1M	+$75.7K	2026-10-13
Soltis Investment Advisors LLC	INCREASED	20,714	20,184	+530	+3%	$1.1M	$1.1M	+$49.9K	2026-10-28
Capital Investment Advisors, LLC	DECREASED	20,581	21,764	-1,183	-5%	$1.2M	$1.1M	-$41.9K	2026-10-22
Oakworth Capital, Inc.	UNCHANGED	20,430	20,430	0	0%	$1.1M	$1.1M	+$21.2K	2026-10-26
First National Trust Co	INCREASED	20,356	18,932	+1,424	+8%	$1.0M	$1.1M	+$97.3K	2026-10-28
AGH Wealth Advisors, LLC	INCREASED	20,257	16,685	+3,572	+21%	$892.1K	$1.1M	+$212.1K	2026-10-26
Quantum Financial Partners LLC	INCREASED	20,245	18,130	+2,115	+12%	$969.4K	$1.1M	+$134.1K	2026-10-19
Evergreen Capital Management LLC	INCREASED	19,830	19,566	+264	+1%	$1.0M	$1.1M	+$34.7K	2026-10-23
BOS Asset Management, LLC	DECREASED	19,639	21,998	-2,359	-11%	$1.2M	$1.1M	-$105.7K	2026-10-09
Wealth Effects LLC	INCREASED	19,624	14,598	+5,026	+34%	$780.6K	$1.1M	+$289.1K	2026-10-23
Foguth Wealth Management, Llc.	DECREASED	19,504	19,724	-220	-1%	$1.0M	$1.0M	-$879	2026-10-19
Valmark Advisers, Inc.	INCREASED	19,340	18,026	+1,314	+7%	$963.9K	$1.1M	+$90.4K	2026-11-06
CPR Investments Inc.	DECREASED	19,058	20,699	-1,641	-8%	$1.1M	$1.0M	-$67.9K	2026-10-26
Welch Group, LLC	DECREASED	19,022	21,562	-2,540	-12%	$1.2M	$1.0M	-$116.0K	2026-10-29
L. Roy Papp & Associates, LLP	UNCHANGED	19,000	19,000	0	0%	$1.0M	$1.0M	+$19.8K	2026-10-21
Integrity Alliance, Llc.	INCREASED	18,964	14,801	+4,163	+28%	$791.4K	$1.0M	+$242.3K	2026-10-29
Hudock, Inc.	INCREASED	18,878	18,838	+40	+0%	$1.0M	$1.0M	+$21.8K	2026-10-14
Bison Wealth, LLC	INCREASED	18,746	18,685	+61	+0%	$1.0M	$1.0M	-$29.6K	2026-10-13
Integrated Advisors Network LLC	DECREASED	18,723	19,776	-1,053	-5%	$1.1M	$1.0M	-$36.9K	2026-10-20
Curran Financial Partners, LLC	INCREASED	18,698	17,381	+1,317	+8%	$929.4K	$1.0M	+$89.9K	2026-11-04
Titleist Asset Management, LLC	DECREASED	18,531	19,130	-599	-3%	$1.0M	$1.0M	-$12.8K	2026-10-08
Artesa Financial Group, LLC	DECREASED	18,346	18,675	-329	-2%	$998.5K	$1.0M	+$1.5K	2026-10-29
Asset One Wealth Management LLC	NEW	18,200	—	+18,200	—	—	$992.1K	—	2026-11-02
Altfest L J & Co Inc	DECREASED	18,192	18,362	-170	-1%	$981.8K	$991.6K	+$9.8K	2026-10-27
Aviance Capital Partners, LLC	INCREASED	18,183	16,483	+1,700	+10%	$881.3K	$991.2K	+$109.8K	2026-10-29
International Assets Investment Management, LLC	INCREASED	18,115	17,307	+808	+5%	$927.3K	$996.7K	+$69.4K	2026-11-02
Aprio Wealth Management, LLC	UNCHANGED	17,889	17,889	0	0%	$956.5K	$975.1K	+$18.6K	2026-10-28
PKS Advisory Services, LLC	UNCHANGED	17,803	17,803	0	0%	$951.9K	$951.9K	$0	2026-10-26
New England Professional Planning Group Inc.	UNCHANGED	17,774	17,774	0	0%	$950.4K	$968.9K	+$18.5K	2026-10-29
Fortis Group Advisors, LLC	DECREASED	17,483	45,281	-27,798	-61%	$2.4M	$793.4K	-$1.6M	2026-11-06
Ascentis Independent Advisors	NEW	17,393	—	+17,393	—	—	$948.1K	—	2026-11-03
Verus Capital Partners, LLC	DECREASED	17,367	17,623	-256	-1%	$942.3K	$946.7K	+$4.4K	2026-11-03
Royal Fund Management, LLC	DECREASED	17,335	57,095	-39,760	-70%	$3.1M	$944.9K	-$2.1M	2026-10-22
Pinnacle Associates LTD	INCREASED	17,303	16,898	+405	+2%	$903.5K	$943.2K	+$39.7K	2026-10-20
TD Private Client Wealth LLC	INCREASED	17,302	13,398	+3,904	+29%	$716.4K	$943.1K	+$226.7K	2026-10-28
Verity Asset Management, Inc.	INCREASED	17,250	17,127	+123	+1%	$915.8K	$940.3K	+$24.5K	2026-10-30
Providence First Trust Co	DECREASED	17,145	21,825	-4,680	-21%	$1.2M	$934.6K	-$232.4K	2026-11-02
Rahlfs Capital, LLC	UNCHANGED	17,075	17,075	0	0%	$913.0K	$930.8K	+$17.8K	2026-10-23
FNY Investment Advisers, LLC	NEW	16,980	—	+16,980	—	—	$925	—	2026-10-16
Clarus Group, Inc.	UNCHANGED	16,750	16,750	0	0%	$895.6K	$913.0K	+$17.4K	2026-10-21
BlueChip Wealth Advisors LLC	INCREASED	16,647	16,147	+500	+3%	$863.4K	$907.4K	+$44.0K	2026-11-03
Ddfg, Inc	UNCHANGED	16,644	16,644	0	0%	$890.0K	$907.3K	+$17.3K	2026-10-15
Victory Financial Group, LLC	INCREASED	16,525	6,258	+10,267	+164%	$334.6K	$900.8K	+$566.2K	2026-10-27
CenterStar Asset Management, LLC	NEW	16,458	—	+16,458	—	—	$897.2K	—	2026-10-09
Avantax Planning Partners, Inc.	INCREASED	16,307	16,113	+194	+1%	$861.6K	$888.9K	+$27.3K	2026-11-03
Stablepoint Partners, LLC	DECREASED	16,221	17,271	-1,050	-6%	$923.5K	$884.2K	-$39.3K	2026-11-03
Bucket List Wealth Management, LLC	INCREASED	16,141	12,003	+4,138	+34%	$641.8K	$879.8K	+$238.0K	2026-10-22
Spectrum Wealth Advisory Group, LLC	DECREASED	16,066	16,308	-242	-1%	$872.0K	$875.8K	+$3.8K	2026-10-29
AlphaCore Capital LLC	INCREASED	15,947	12,655	+3,292	+26%	$676.7K	$869.3K	+$192.6K	2026-11-04
Morton Capital Management LLC	INCREASED	15,937	11,029	+4,908	+45%	$589.7K	$868.7K	+$279.0K	2026-10-23
Sound Income Strategies, LLC	INCREASED	15,838	15,468	+370	+2%	$827.1K	$846.5K	+$19.5K	2026-10-09
Signature Estate & Investment Advisors LLC	UNCHANGED	15,837	15,837	0	0%	$846.8K	$863.3K	+$16.5K	2026-10-13
Wealthstar Advisors, LLC	UNCHANGED	15,556	15,556	0	0%	$831.8K	$848.0K	+$16.2K	2026-10-19
Schaper Benz & Wise Investment Counsel Inc	UNCHANGED	15,545	15,545	0	0%	$831.2K	$847.4K	+$16.2K	2026-10-09
Mesirow Financial Investment Management, Inc.	DECREASED	15,329	15,449	-120	-1%	$826.1K	$835.6K	+$9.5K	2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	INCREASED	15,153	14,544	+609	+4%	$777.7K	$826.0K	+$48.3K	2026-10-14
Founders Financial Securities LLC	DECREASED	15,148	19,414	-4,266	-22%	$1.0M	$825.7K	-$212.4K	2026-10-28
Alterna Wealth Management, Inc	INCREASED	15,071	14,871	+200	+1%	$795.1K	$821.5K	+$26.4K	2026-10-27
Portfolio Strategies, Inc.	DECREASED	14,934	16,342	-1,408	-9%	$873.8K	$814.0K	-$59.8K	2026-11-06
Finer Wealth Management, Inc.	INCREASED	14,915	12,568	+2,347	+19%	$672.0K	$813.0K	+$141.0K	2026-10-16
Taylor & Morgan Wealth Management, LLC	UNCHANGED	14,809	14,809	0	0%	$791.8K	$807.2K	+$15.4K	2026-10-09
MCF Advisors LLC	UNCHANGED	14,529	14,529	0	0%	$776.9K	$792.0K	+$15.1K	2026-10-28
Roan Capital Partners	INCREASED	14,439	14,123	+316	+2%	$755.2K	$787.1K	+$31.9K	2026-10-09
Vise Technologies, Inc.	INCREASED	14,431	14,059	+372	+3%	$751.7K	$786.6K	+$34.9K	2026-10-29
Isthmus Partners, LLC	UNCHANGED	14,410	14,410	0	0%	$770.5K	$785.5K	+$15.0K	2026-10-21
Beaumont Financial Advisors, LLC	DECREASED	14,353	14,603	-250	-2%	$780.8K	$782.4K	+$1.5K	2026-10-22
Spire Wealth Management	DECREASED	14,238	14,354	-116	-1%	$767.5K	$776.1K	+$8.6K	2026-10-30
Abacus Planning Group, Inc.	DECREASED	14,141	14,205	-64	0%	$759.5K	$770.8K	+$11.3K	2026-11-02
Highline Wealth Partners LLC	UNCHANGED	14,029	14,029	0	0%	$750.1K	$764.7K	+$14.6K	2026-10-19
Basso Capital Management, L.P.	DECREASED	14,000	20,027	-6,027	-30%	$1.1M	$763.1K	-$307.7K	2026-10-30
S.A. Mason LLC	INCREASED	13,929	13,429	+500	+4%	$718.0K	$759.3K	+$41.2K	2026-10-13
IMG Wealth Management, Inc.	DECREASED	13,770	21,305	-7,535	-35%	$1.1M	$750.6K	-$388.6K	2026-10-27
Grandview Asset Management LLC	DECREASED	13,709	14,700	-991	-7%	$786.0K	$747.3K	-$38.7K	2026-10-19
Good Steward Wealth Advisors,LLC	INCREASED	13,681	11,301	+2,380	+21%	$604.3K	$745.8K	+$141.5K	2026-11-06
Indiana Trust & Investment Management Co	UNCHANGED	13,670	13,670	0	0%	$730.9K	$745.2K	+$14.2K	2026-10-22
Compass Financial Management LLC	DECREASED	13,539	13,602	-63	0%	$728.9K	$738.0K	+$9.2K	2026-10-30
Hibernia Wealth Partners, LLC	UNCHANGED	13,423	13,423	0	0%	$717.8K	$731.7K	+$14.0K	2026-10-29
CX Institutional	INCREASED	13,388	12,917	+471	+4%	$691	$730	+$39	2026-10-02
New Wave Wealth Advisors LLC	INCREASED	13,340	11,781	+1,559	+13%	$629.9K	$713.6K	+$83.6K	2026-10-19
Q3 Asset Management	DECREASED	13,312	21,175	-7,863	-37%	$1.1M	$725.0K	-$407.0K	2026-11-06
Focused Alpha, LLC	DECREASED	13,197	13,551	-354	-3%	$724.6K	$719.4K	-$5.2K	2026-10-20
Gen-Wealth Partners Inc	INCREASED	13,141	13,081	+60	+0%	$699.4K	$716.3K	+$16.9K	2026-11-04
Stephen J. Garry & Associates, LLC	DECREASED	13,045	14,425	-1,380	-10%	$771.3K	$711.1K	-$60.2K	2026-11-05
Durante & Waters, LLC	UNCHANGED	13,040	13,040	0	0%	$697.2K	$710.8K	+$13.6K	2026-10-28
Clifford Swan Investment Counsel LLC	DECREASED	13,021	13,338	-317	-2%	$713.2K	$709.8K	-$3.4K	2026-11-05
KFG Wealth Management, LLC	INCREASED	12,916	11,285	+1,631	+14%	$603.4K	$704.0K	+$100.6K	2026-10-16
Citizens Financial Group Inc	INCREASED	12,840	12,775	+65	+1%	$683.1K	$699.9K	+$16.8K	2026-10-23
Worth Asset Management, LLC	DECREASED	12,817	14,860	-2,043	-14%	$794.6K	$698.7K	-$95.9K	2026-10-07
Ritholtz Wealth Management	INCREASED	12,721	11,953	+768	+6%	$639.1K	$693.4K	+$54.3K	2026-11-05
American Institute for Advanced Investment Management, LLP	DECREASED	12,714	12,914	-200	-2%	$690.5K	$693.0K	+$2.5K	2026-11-03
Values First Advisors, Inc.	INCREASED	12,661	11,353	+1,308	+12%	$607.1K	$690.2K	+$83.1K	2026-10-23
Dagco, Inc.	UNCHANGED	12,657	12,657	0	0%	$676.8K	$689.9K	+$13.2K	2026-10-20
StoneX Group Inc.	DECREASED	12,652	15,211	-2,559	-17%	$812.0K	$679.8K	-$132.2K	2026-11-03
Trek Financial, LLC	INCREASED	12,513	10,454	+2,059	+20%	$559.0K	$682.1K	+$123.1K	2026-10-29
Hedges Asset Management LLC	UNCHANGED	12,500	12,500	0	0%	$668.4K	$681.4K	+$13.0K	2026-10-29
Crescent Grove Advisors, LLC	DECREASED	12,447	47,427	-34,980	-74%	$2.5M	$678.5K	-$1.9M	2026-10-21
Rare Wolf Capital LLC	UNCHANGED	12,401	12,401	0	0%	$663.1K	$676.0K	+$12.9K	2026-10-20
Silver Grove Financial Group, Inc.	INCREASED	12,194	10,986	+1,208	+11%	$587.4K	$664.7K	+$77.3K	2026-11-05
Trust Co of Vermont	DECREASED	12,144	12,524	-380	-3%	$669.7K	$662.0K	-$7.7K	2026-10-21
Ironsides Asset Advisors, LLC	UNCHANGED	12,075	12,075	0	0%	$645.7K	$658.2K	+$12.6K	2026-10-20
Clear Creek Financial Management, LLC	DECREASED	11,973	25,603	-13,630	-53%	$1.4M	$652.6K	-$716.3K	2026-10-28
Crumly & Associates Inc.	DECREASED	11,970	12,618	-648	-5%	$674.7K	$652.5K	-$22.2K	2026-10-07
Wilmington Savings Fund Society, FSB	INCREASED	11,949	7,358	+4,591	+62%	$393.4K	$651.3K	+$257.9K	2026-10-23
Global Assets Advisory, LLC	DECREASED	11,939	12,489	-550	-4%	$676.2K	$659.2K	-$17.0K	2026-10-28
Montis Financial, LLC	UNCHANGED	11,900	11,900	0	0%	$636.3K	$648.7K	+$12.4K	2026-11-04
Insight Advisors, LLC/ PA	DECREASED	11,868	11,873	-5	0%	$634.9K	$646.9K	+$12.1K	2026-10-22
First Business Financial Services, Inc.	INCREASED	11,830	10,330	+1,500	+15%	$552.3K	$644.9K	+$92.5K	2026-10-29
Blue Bell Private Wealth Management, LLC	INCREASED	11,699	11,546	+153	+1%	$617.4K	$637.7K	+$20.3K	2026-10-29
Private Trust Co NA	INCREASED	11,560	11,385	+175	+2%	$608.8K	$630.1K	+$21.4K	2026-10-20
Journey Advisory Group, LLC	DECREASED	11,499	11,744	-245	-2%	$628.0K	$626.8K	-$1.1K	2026-11-04
VVR Holdings LLC	DECREASED	11,437	15,954	-4,517	-28%	$853.1K	$623.5K	-$229.6K	2026-10-19
Regent Peak Wealth Advisors LLC	INCREASED	11,437	9,967	+1,470	+15%	$532.9K	$623.4K	+$90.5K	2026-10-13
Wesbanco Bank Inc	DECREASED	11,336	11,572	-236	-2%	$618.8K	$617.9K	-$829	2026-11-04
Phillips Financial Management, LLC	UNCHANGED	11,290	11,290	0	0%	$603.7K	$615.4K	+$11.7K	2026-10-19
Creative Financial Designs Inc	DECREASED	11,250	13,009	-1,759	-14%	$695.6K	$613.3K	-$82.3K	2026-11-04
Total Clarity Wealth Management, Inc.	INCREASED	11,185	10,360	+825	+8%	$553.9K	$609.7K	+$55.7K	2026-10-26
Activest Wealth Management	UNCHANGED	11,163	11,163	0	0%	$596.9K	$608.5K	+$11.6K	2026-10-15
Bluesphere Advisors LLC	DECREASED	11,157	12,812	-1,655	-13%	$685.1K	$608.2K	-$76.9K	2026-10-19
Curated Wealth Partners LLC	UNCHANGED	11,105	11,105	0	0%	$593.8K	$605.3K	+$11.6K	2026-10-15
Daiwa Securities Group Inc.	INCREASED	11,100	9,500	+1,600	+17%	$508.0K	$605.1K	+$97.1K	2026-10-29
CIBC Asset Management Inc	DECREASED	11,071	13,160	-2,089	-16%	$703.7K	$603.5K	-$100.2K	2026-11-05
BLB&B Advisors, LLC	DECREASED	11,031	11,131	-100	-1%	$595.2K	$601.3K	+$6.1K	2026-10-27
Segment Wealth Management, LLC	UNCHANGED	10,980	10,980	0	0%	$587.1K	$598.5K	+$11.4K	2026-10-26
Capital Asset Advisory Services LLC	INCREASED	10,883	9,049	+1,834	+20%	$483.9K	$541.9K	+$58.1K	2026-10-30
Nicholas Hoffman & Company, Llc.	INCREASED	10,803	10,801	+2	+0%	$577.5K	$588.9K	+$11.3K	2026-10-30
Fiduciary Alliance LLC	DECREASED	10,787	13,715	-2,928	-21%	$733.3K	$588.0K	-$145.3K	2026-10-13
Vima LLC	INCREASED	10,740	9,690	+1,050	+11%	$518.1K	$585.4K	+$67.3K	2026-10-23
Human Investing LLC	UNCHANGED	10,636	10,636	0	0%	$568.7K	$579.8K	+$11.1K	2026-10-19
Visionary Wealth Advisors	DECREASED	10,554	12,457	-1,903	-15%	$666.1K	$575.3K	-$90.8K	2026-11-04
Schwallier Wealth Management LLC	INCREASED	10,549	4,049	+6,500	+161%	$216.5K	$575.0K	+$358.5K	2026-11-05
Mission Wealth Management, LP	DECREASED	10,529	24,271	-13,742	-57%	$1.3M	$574.0K	-$723.8K	2026-10-15
Noble Wealth Management PBC	DECREASED	10,484	10,509	-25	0%	$561.9K	$571.5K	+$9.6K	2026-10-01
Financial Designs Corp	INCREASED	10,477	9,967	+510	+5%	$532.9K	$571.1K	+$38.2K	2026-10-09
Uhlmann Price Securities, LLC	DECREASED	10,436	11,036	-600	-5%	$590.1K	$568.9K	-$21.2K	2026-11-03
Alternative Investment Advisors, Llc.	UNCHANGED	10,343	10,343	0	0%	$553.0K	$563.8K	+$10.8K	2026-11-03
CWA Asset Management Group, LLC	DECREASED	10,336	11,408	-1,072	-9%	$610.0K	$563.4K	-$46.6K	2026-10-19
First Heartland Consultants, Inc.	DECREASED	10,328	13,408	-3,080	-23%	$716.9K	$593.0K	-$123.9K	2026-10-08
Cullen T Bankers, Inc.	DECREASED	10,245	10,285	-40	0%	$549.9K	$558.5K	+$8.5K	2026-10-28
Sky Investment Group LLC	NEW	10,208	—	+10,208	—	—	$556.4K	—	2026-10-30
Sage Investment Advisers LLC	INCREASED	10,087	9,141	+946	+10%	$488.8K	$549.8K	+$61.1K	2026-10-21
SS&H Financial Advisors, Inc.	UNCHANGED	10,066	10,066	0	0%	$538.0K	$549	-$537.5K	2026-10-28
City Holding Co	DECREASED	10,035	10,424	-389	-4%	$557.4K	$546.9K	-$10.5K	2026-10-19
Apella Capital, LLC	DECREASED	10,016	10,376	-360	-3%	$565.1K	$539.1K	-$26.0K	2026-10-08
Evolution Wealth Advisors, LLC	INCREASED	9,940	5,925	+4,015	+68%	$316.8K	$541.8K	+$225.0K	2026-11-03
Beacon Capital Management, LLC	INCREASED	9,871	9,786	+85	+1%	$523.3K	$538.1K	+$14.8K	2026-10-23
Kanawha Capital Management LLC	INCREASED	9,850	9,125	+725	+8%	$487.9K	$536.9K	+$49.0K	2026-10-19
Pinnacle Wealth Planning Services, Inc.	DECREASED	9,796	11,081	-1,285	-12%	$592.5K	$534.0K	-$58.5K	2026-10-27
Pinnacle Bancorp, Inc.	UNCHANGED	9,775	9,775	0	0%	$522.7K	$532.8K	+$10.2K	2026-10-21
Harfst & Associates, Inc.	UNCHANGED	9,711	9,711	0	0%	$519.2K	$529.3K	+$10.1K	2026-10-20
D.B. Root & Company, LLC	DECREASED	9,695	10,669	-974	-9%	$570.5K	$528.5K	-$42.0K	2026-11-04
BNC Wealth Management, LLC	DECREASED	9,671	9,697	-26	0%	$518.5K	$527.2K	+$8.7K	2026-10-19
Platform Technology Partners	INCREASED	9,604	7,921	+1,683	+21%	$423.5K	$523.5K	+$100.0K	2026-11-02
Ulland Investment Advisors, LLC	INCREASED	9,600	700	+8,900	+1271%	$37	$523	+$486	2026-10-13
Jnba Financial Advisors	UNCHANGED	9,556	9,556	0	0%	$511.0K	$520.9K	+$9.9K	2026-11-03
Bdfs Capital LLC	INCREASED	9,468	7,081	+2,387	+34%	$378.6K	$516.1K	+$137.5K	2026-10-14
SteelPeak Wealth, LLC	DECREASED	9,465	15,360	-5,895	-38%	$821.3K	$515.9K	-$305.4K	2026-10-16
Plancorp, LLC	DECREASED	9,456	9,566	-110	-1%	$499.0K	$421.7K	-$77.2K	2026-11-03
Weatherly Asset Management L. P.	UNCHANGED	9,330	9,330	0	0%	$498.9K	$508.6K	+$9.7K	2026-10-20
HBW Advisory Services LLC	DECREASED	9,310	10,192	-882	-9%	$545.0K	$507.5K	-$37.5K	2026-10-15
Patton Albertson Miller Group, LLC	UNCHANGED	9,269	9,269	0	0%	$495.6K	$505.3K	+$9.6K	2026-10-26
Cutler Investment Counsel LLC	UNCHANGED	9,266	9,266	0	0%	$495.5K	$505.1K	+$9.6K	2026-10-28
Fulcrum Equity Management	UNCHANGED	9,265	9,265	0	0%	$495.4K	$505.0K	+$9.6K	2026-10-21
Quartz Partners, LLC	NEW	9,264	—	+9,264	—	—	$505.0K	—	2026-11-03
Artemis Wealth Advisors, LLC	UNCHANGED	9,244	9,244	0	0%	$494.3K	$503.9K	+$9.6K	2026-11-05
Certuity, LLC	INCREASED	9,182	8,146	+1,036	+13%	$435.6K	$500.5K	+$64.9K	2026-11-02
Harmony Asset Management LLC	UNCHANGED	9,111	9,111	0	0%	$487.2K	$496.7K	+$9.5K	2026-10-20
DWM Financial Group, Inc.	INCREASED	9,108	7,614	+1,494	+20%	$490.5K	$496.5K	+$6.0K	2026-10-28
Wealthcare Capital Partners, LLC	INCREASED	9,101	8,524	+577	+7%	$455.8K	$496.1K	+$40.3K	2026-10-21
Quattro Financial Advisors LLC	NEW	9,100	—	+9,100	—	—	$496.0K	—	2026-10-15
Compound Planning, Inc.	DECREASED	9,077	9,254	-177	-2%	$494.8K	$494.8K	-$24	2026-11-05
Hunter Associates Investment Management LLC	UNCHANGED	9,071	9,071	0	0%	$485.0K	$495	-$484.5K	2026-10-26
North Forty Two & Co.	INCREASED	8,962	8,422	+540	+6%	$450.3K	$488.5K	+$38.2K	2026-10-19
Innova Wealth Partners	INCREASED	8,950	7,955	+995	+13%	$425.4K	$487.9K	+$62.5K	2026-10-21
Baker Avenue Asset Management, LP	DECREASED	8,888	9,188	-300	-3%	$491.3K	$484.5K	-$6.8K	2026-11-06
MBE Wealth Management, LLC	UNCHANGED	8,866	8,866	0	0%	$474.1K	$483.3K	+$9.2K	2026-10-26
Aspen Wealth Management LLC	DECREASED	8,855	8,980	-125	-1%	$480.2K	$482.7K	+$2.5K	2026-10-14
Corps Capital Advisors, LLC	DECREASED	8,820	9,160	-340	-4%	$489.8K	$480.8K	-$9.0K	2026-11-05
Old National Bancorp	INCREASED	8,802	8,382	+420	+5%	$448.2K	$479.8K	+$31.6K	2026-10-20
Gainplan LLC	INCREASED	8,794	7,195	+1,599	+22%	$384.7K	$479.4K	+$94.6K	2026-10-09
180 Wealth Advisors, LLC	INCREASED	8,757	8,108	+649	+8%	$433.5K	$477.3K	+$43.8K	2026-11-03
Almanack Investment Partners, Llc.	UNCHANGED	8,665	8,665	0	0%	$463.3K	$472.3K	+$9.0K	2026-11-03
Redhawk Wealth Advisors, Inc.	DECREASED	8,567	9,912	-1,345	-14%	$530.0K	$467.0K	-$63.0K	2026-10-14
Pictet North America Advisors SA	UNCHANGED	8,470	8,470	0	0%	$452.9K	$461.7K	+$8.8K	2026-10-21
Financial Partners Group, Inc	DECREASED	8,363	8,602	-239	-3%	$459.9K	$455.9K	-$4.1K	2026-10-19
Hazlett, Burt & Watson, Inc.	INCREASED	8,315	6,760	+1,555	+23%	$286.1K	$392.1K	+$106.0K	2026-11-04
Churchill Financial Advisors, LLC	INCREASED	8,264	8,231	+33	+0%	$440.1K	$450.5K	+$10.4K	2026-10-20
Able Financial Group, LLC	NEW	8,261	—	+8,261	—	—	$450.3K	—	2026-10-14
Guild Investment Management, Inc.	UNCHANGED	8,200	8,200	0	0%	$438.5K	$447.0K	+$8.5K	2026-11-03
Vista Capital Partners, Inc.	UNCHANGED	8,161	8,161	0	0%	$436.4K	$444.9K	+$8.5K	2026-11-06
Purus Wealth Management, LLC	INCREASED	8,129	7,926	+203	+3%	$423.8K	$443.1K	+$19.3K	2026-10-15
Decker Wealth Management LLC	UNCHANGED	8,125	8,125	0	0%	$434.4K	$442.9K	+$8.5K	2026-10-09
Azzad Asset Management Inc	UNCHANGED	8,026	8,026	0	0%	$429.2K	$437.5K	+$8.3K	2026-11-04
Cacti Asset Management LLC	UNCHANGED	8,000	8,000	0	0%	$427.8K	$443.8K	+$16.1K	2026-10-01
Meyer Handelman Co	NEW	7,995	—	+7,995	—	—	$435.8K	—	2026-10-28
LVZ, Inc.	UNCHANGED	7,973	7,973	0	0%	$426.3K	$434.6K	+$8.3K	2026-10-20
Triad Wealth Partners, LLC	DECREASED	7,958	8,327	-369	-4%	$436.8K	$433.8K	-$3.0K	2026-10-26
MSH Capital Advisors LLC	INCREASED	7,947	6,382	+1,565	+25%	$341.2K	$433.2K	+$91.9K	2026-11-03
Hartmann Taylor Wealth Management, LLC	INCREASED	7,930	7,130	+800	+11%	$485.8K	$432.3K	-$53.6K	2026-10-14
Tactive Advisors, LLC	DECREASED	7,888	8,873	-985	-11%	$474.4K	$430.0K	-$44.5K	2026-10-08
Aldebaran Financial Inc.	UNCHANGED	7,855	7,855	0	0%	$420.0K	$428.2K	+$8.2K	2026-11-06
Clear Investment Research, LLC	INCREASED	7,819	6,584	+1,235	+19%	$352.0K	$426.2K	+$74.2K	2026-11-06
HBK Sorce Advisory LLC	DECREASED	7,813	8,371	-558	-7%	$469.4K	$366.7K	-$102.7K	2026-11-06
Modera Wealth Management, LLC	INCREASED	7,752	7,397	+355	+5%	$395.5K	$422.6K	+$27.0K	2026-10-28
Parkway Wealth Management Group, LLC	UNCHANGED	7,729	7,729	0	0%	$413.3K	$421.3K	+$8.0K	2026-10-20
World Equity Group, Inc.	DECREASED	7,728	7,936	-208	-3%	$424.3K	$421.3K	-$3.1K	2026-10-14
RKL Wealth Management LLC	UNCHANGED	7,709	7,709	0	0%	$412.2K	$420.2K	+$8.0K	2026-10-16
Regatta Capital Group, LLC	INCREASED	7,679	6,663	+1,016	+15%	$356.3K	$418.6K	+$62.3K	2026-10-23
Acorn Financial Advisory Services Inc	UNCHANGED	7,663	7,663	0	0%	$409.7K	$417.7K	+$8.0K	2026-11-02
Wealth Alliance Advisory Group, LLC	UNCHANGED	7,651	7,651	0	0%	$409.1K	$417.1K	+$8.0K	2026-10-14
Lanark Financial, Inc.	UNCHANGED	7,570	7,570	0	0%	$404.8K	$412.6K	+$7.9K	2026-10-26
Valtinson Bruner Financial Planning LLC	INCREASED	7,565	7,036	+529	+8%	$376.2K	$412.4K	+$36.2K	2026-11-02
Grey Ledge Advisors, LLC	INCREASED	7,546	6,780	+766	+11%	$362.5K	$411.3K	+$48.8K	2026-11-02
Capital Investment Advisory Services, LLC	INCREASED	7,539	6,574	+965	+15%	$351.5K	$411.0K	+$59.4K	2026-10-30
SFG Wealth Management, Llc.	DECREASED	7,527	7,658	-131	-2%	$409.5K	$410.3K	+$822	2026-10-23
Bokf, NA	DECREASED	7,519	7,939	-420	-5%	$424.5K	$409.9K	-$14.6K	2026-10-27
WealthTrust Asset Management, LLC	INCREASED	7,511	6,272	+1,239	+20%	$335.4K	$409.4K	+$74.1K	2026-10-22
Intrua Financial, LLC	DECREASED	7,470	7,830	-360	-5%	$418.7K	$407.2K	-$11.5K	2026-10-28
Nixon Peabody Trust Co	UNCHANGED	7,465	7,465	0	0%	$399.2K	$406.9K	+$7.8K	2026-10-23
Inspirion Wealth Advisors, LLC	DECREASED	7,454	7,972	-518	-6%	$427.1K	$406.3K	-$20.8K	2026-10-09
Endeavor Private Wealth, Inc.	UNCHANGED	7,454	7,454	0	0%	$398.6K	$406.3K	+$7.8K	2026-11-05
Gradient Investments LLC	DECREASED	7,420	7,459	-39	-1%	$398.8K	$404.5K	+$5.6K	2026-10-08
Manchester Financial Inc	DECREASED	7,417	7,437	-20	0%	$397.7K	$404.3K	+$6.6K	2026-10-15
Adamsbrown Wealth Consultants LLC	INCREASED	7,334	5,496	+1,838	+33%	$293.9K	$399.8K	+$105.9K	2026-10-20
PW Nova Financial Services LLC	DECREASED	7,225	16,228	-9,003	-55%	$867.7K	$393.8K	-$473.9K	2026-10-15
KFG LLC	NEW	7,213	—	+7,213	—	—	$393.2K	—	2026-11-02
Scheeler Financial LLC	NEW	7,147	—	+7,147	—	—	$389.6K	—	2026-10-13
Broussard Financial Group LLC	DECREASED	7,143	47,059	-39,916	-85%	$2.5M	$389.4K	-$2.1M	2026-10-26
Laurel Wealth Advisors LLC	INCREASED	7,141	6,441	+700	+11%	$344.4K	$389.3K	+$44.9K	2026-10-27
Compass Financial Group, Inc	DECREASED	7,136	7,377	-241	-3%	$394.4K	$389.0K	-$5.5K	2026-10-13
Diligent Investors, LLC	INCREASED	7,135	6,345	+790	+12%	$339.3K	$388.9K	+$49.7K	2026-10-21
Hohimer Wealth Management, LLC	DECREASED	7,115	7,493	-378	-5%	$400.7K	$387.8K	-$12.8K	2026-11-04
Souders Financial Advisors	DECREASED	7,104	7,204	-100	-1%	$385.2K	$387.2K	+$2.0K	2026-11-03
Thompson Siegel & Walmsley LLC	NEW	7,075	—	+7,075	—	—	$386.0K	—	2026-11-05
Wolff Wiese Magana LLC	UNCHANGED	7,018	7,018	0	0%	$375.3K	$382.6K	+$7.3K	2026-10-15
Pinnacle Wealth Management Advisory Group, LLC	INCREASED	7,008	6,408	+600	+9%	$342.6K	$382.0K	+$39.4K	2026-10-23
Adams Asset Advisors, LLC	UNCHANGED	7,000	7,000	0	0%	$374.3K	$381.6K	+$7.3K	2026-10-08
Merrion Investment Management Co, LLC	UNCHANGED	7,000	7,000	0	0%	$374.3K	$381.6K	+$7.3K	2026-10-16
Security Financial Services, Inc.	UNCHANGED	6,976	6,976	0	0%	$373.0K	$380.3K	+$7.3K	2026-10-29
Lee Financial Co	DECREASED	6,940	11,524	-4,584	-40%	$616.2K	$378.3K	-$237.9K	2026-10-16
Naples Global Advisors, LLC	DECREASED	6,920	7,265	-345	-5%	$388.5K	$377.2K	-$11.3K	2026-11-05
Kraematon Investment Advisors, Inc	UNCHANGED	6,915	6,915	0	0%	$369.7K	$376.9K	+$7.2K	2026-11-02
Marathon Capital Management	INCREASED	6,912	6,877	+35	+1%	$367.7K	$376.8K	+$9.1K	2026-10-23
Centerpoint Advisors, LLC	UNCHANGED	6,850	6,850	0	0%	$366.0K	$373.0K	+$7.0K	2026-11-05
Cooper Financial Group	UNCHANGED	6,782	6,782	0	0%	$362.7K	$369.7K	+$7.1K	2026-10-07
Latitude Advisors, LLC	INCREASED	6,741	6,488	+253	+4%	$346.9K	$367.5K	+$20.5K	2026-10-27
TBH Global Asset Management, LLC	DECREASED	6,730	6,819	-89	-1%	$364.6K	$366.8K	+$2.2K	2026-11-03
Blue Zone Wealth Advisors, LLC	UNCHANGED	6,720	6,720	0	0%	$359.3K	$366.3K	+$7.0K	2026-10-19
Blue Water Asset Management	DECREASED	6,674	9,256	-2,582	-28%	$494.9K	$363.8K	-$131.1K	2026-11-04
Byrne Asset Management LLC	INCREASED	6,663	160	+6,503	+4064%	$8.6K	$366.6K	+$358.0K	2026-10-06
Compass Ion Advisors, LLC	UNCHANGED	6,622	6,622	0	0%	$354.1K	$361.0K	+$6.9K	2026-10-23
Baker Ellis Asset Management LLC	INCREASED	6,620	6,370	+250	+4%	$340.6K	$360.9K	+$20.3K	2026-10-14
Strong Retirement Solutions LLC	DECREASED	6,550	9,050	-2,500	-28%	$483.9K	$357.0K	-$126.9K	2026-10-07
Schneider Downs Wealth Management Advisors, LP	UNCHANGED	6,537	6,537	0	0%	$349.5K	$356.3K	+$6.8K	2026-10-27
Glenview Trust Co	NEW	6,477	—	+6,477	—	—	$353.1K	—	2026-10-28
Gibson Capital, LLC	INCREASED	6,458	5,981	+477	+8%	$319.8K	$352.0K	+$32.2K	2026-10-23
WT Wealth Management	DECREASED	6,409	7,320	-911	-12%	$391.4K	$349.4K	-$42.0K	2026-10-13
Angeles Wealth Management, LLC	DECREASED	6,398	6,823	-425	-6%	$364.8K	$348.8K	-$16.1K	2026-10-26
Ignite Planners, LLC	DECREASED	6,385	6,589	-204	-3%	$352.3K	$348.0K	-$4.3K	2026-10-14
Aspen Investment Management Inc	DECREASED	6,384	6,609	-225	-3%	$353	$348.0K	+$347.6K	2026-11-05
Oliver Luxxe Assets LLC	UNCHANGED	6,373	6,373	0	0%	$340.8K	$347.4K	+$6.6K	2026-10-14
Key Client Fiduciary Advisors, LLC	DECREASED	6,339	6,439	-100	-2%	$344.3K	$345.5K	+$1.2K	2026-10-19
Bailard, Inc.	INCREASED	6,334	6,286	+48	+1%	$336.1K	$345.3K	+$9.2K	2026-10-13
Elm3 Financial Group, LLC	NEW	6,312	—	+6,312	—	—	$344.1K	—	2026-10-07
Traynor Capital Management, Inc.	INCREASED	6,268	6,173	+95	+2%	$330.1K	$341.7K	+$11.6K	2026-10-29
August Group Capital Ltd	INCREASED	6,200	5,044	+1,156	+23%	$269.6K	$337.9K	+$68.3K	2026-10-14
Clear Wave Wealth Management LLC	DECREASED	6,200	6,574	-374	-6%	$351.5K	$338.0K	-$13.6K	2026-11-04
Straight Path Wealth Management	INCREASED	6,162	5,997	+165	+3%	$320.7K	$335.9K	+$15.2K	2026-10-23
Fisher Asset Management, LLC	NEW	6,151	—	+6,151	—	—	$335.3K	—	2026-11-06
Southland Equity Partners LLC	DECREASED	6,129	6,226	-97	-2%	$332.9K	$334.1K	+$1.2K	2026-10-14
Turtle Creek Wealth Advisors, LLC	UNCHANGED	6,110	6,110	0	0%	$326.7K	$333.1K	+$6.4K	2026-10-15
Atlas Wealth Partners, LLC	INCREASED	6,109	6,039	+70	+1%	$322.9K	$333.0K	+$10.1K	2026-11-03
United Advisor Group, LLC	INCREASED	6,105	4,367	+1,738	+40%	$233.5K	$332.8K	+$99.3K	2026-11-03
Heartwood Wealth Advisors LLC	UNCHANGED	6,103	6,103	0	0%	$326.3K	$332.7K	+$6.3K	2026-10-05
Joel Isaacson & Co., LLC	INCREASED	6,094	5,969	+125	+2%	$319.2K	$332.2K	+$13.0K	2026-11-05
Silverleafe Capital Partners, LLC	INCREASED	6,067	6,058	+9	+0%	$323.9K	$330.7K	+$6.8K	2026-10-02
Archer Investment Management, LLC	NEW	6,023	—	+6,023	—	—	$328.3K	—	2026-10-13
Guidance Capital, Inc	UNCHANGED	6,023	6,023	0	0%	$303.5K	$274.5K	-$29.0K	2026-11-03
BigSur Wealth Management LLC	DECREASED	6,000	12,000	-6,000	-50%	$641.6K	$327.1K	-$314.6K	2026-10-13
Tanglewood Wealth Management, Inc.	UNCHANGED	6,000	6,000	0	0%	$320.8K	$327.1K	+$6.2K	2026-10-23
BlueSky Wealth Advisors, LLC	UNCHANGED	5,950	5,950	0	0%	$318.1K	$324.3K	+$6.2K	2026-10-29
UMB Bank, n.a.	UNCHANGED	5,946	5,946	0	0%	$317.9K	$324.1K	+$6.2K	2026-11-06
Rose Capital Advisors LLC	NEW	5,930	—	+5,930	—	—	$323.2K	—	2026-11-04
Secure Asset Management, LLC	INCREASED	5,919	5,884	+35	+1%	$314.6K	$322.7K	+$8.0K	2026-10-19
Daymark Wealth Partners, LLC	DECREASED	5,891	5,962	-71	-1%	$318.8K	$321.1K	+$2.3K	2026-11-04
Nemes Rush Group LLC	UNCHANGED	5,889	5,889	0	0%	$314.9K	$321.0K	+$6.1K	2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	NEW	5,873	—	+5,873	—	—	$320.1K	—	2026-10-27
Firethorn Wealth Partners, LLC	DECREASED	5,847	5,873	-26	0%	$314.0K	$318.7K	+$4.7K	2026-10-14
United Capital Management of KS, Inc.	INCREASED	5,796	4,855	+941	+19%	$259.6K	$315.9K	+$56.3K	2026-11-04
Balboa Wealth Partners	INCREASED	5,789	5,618	+171	+3%	$300.4K	$315.6K	+$15.2K	2026-10-20
Euro Pacific Asset Management, LLC	INCREASED	5,760	5,615	+145	+3%	$1.3K	$314.0K	+$312.7K	2026-11-03
Sara-Bay Financial	UNCHANGED	5,732	5,732	0	0%	$306.5K	$312.5K	+$6.0K	2026-10-21
Salem Investment Counselors Inc	UNCHANGED	5,720	5,720	0	0%	$305.8K	$311.8K	+$5.9K	2026-10-13
Stevens Capital Partners	INCREASED	5,708	4,001	+1,707	+43%	$213.9K	$311.2K	+$97.2K	2026-10-29
Guardian Asset Advisors, LLC	DECREASED	5,704	5,729	-25	0%	$306.3K	$310.9K	+$4.6K	2026-10-16
Gerber Kawasaki Wealth & Investment Management	DECREASED	5,686	5,897	-211	-4%	$315.4K	$309.9K	-$5.4K	2026-10-29
Cora Capital Advisors LLC	UNCHANGED	5,639	5,639	0	0%	$301.5K	$307.4K	+$5.9K	2026-11-02
BankChampaign, National Association	DECREASED	5,627	5,767	-140	-2%	$308.4K	$306.7K	-$1.6K	2026-10-19
Iams Wealth Management, LLC	INCREASED	5,615	4,547	+1,068	+23%	$243.1K	$306.1K	+$62.9K	2026-10-15
Cap Partners, LLC	UNCHANGED	5,595	5,595	0	0%	$299.2K	$305.0K	+$5.8K	2026-10-19
D'Orazio & Associates, Inc.	UNCHANGED	5,576	5,576	0	0%	$298.1K	$303.9K	+$5.8K	2026-11-04
Obermeyer Wealth Partners	DECREASED	5,562	5,907	-345	-6%	$315.8K	$303.2K	-$12.7K	2026-10-21
AdvisorNet Financial, Inc	INCREASED	5,551	4,710	+841	+18%	$251.8K	$278.8K	+$26.9K	2026-10-15
Trueblood Wealth Management, LLC	DECREASED	5,504	5,506	-2	0%	$294.4K	$300.0K	+$5.6K	2026-10-23
Advocate Investing Services LLC	UNCHANGED	5,500	5,500	0	0%	$294.1K	$299.8K	+$5.7K	2026-10-26
Howard Financial Services, Ltd.	INCREASED	5,491	4,926	+565	+11%	$263.4K	$299.3K	+$35.9K	2026-10-15
Whitaker-Myers Wealth Managers, Ltd.	DECREASED	5,485	5,767	-282	-5%	$308.4K	$299.0K	-$9.4K	2026-10-09
Diversified Trust Co	INCREASED	5,462	4,400	+1,062	+24%	$235.3K	$297.7K	+$62.5K	2026-11-06
Signature Equity Partners, LLC	INCREASED	5,460	3,664	+1,796	+49%	$195.9K	$297.6K	+$101.7K	2026-10-29
Five Pine Wealth Management	INCREASED	5,410	4,205	+1,205	+29%	$224.8K	$294.9K	+$70.1K	2026-10-20
Kelsey Financial, LLC	UNCHANGED	5,397	5,397	0	0%	$288.6K	$294.2K	+$5.6K	2026-10-28
Silverlake Wealth Management LLC	INCREASED	5,370	5,270	+100	+2%	$281.8K	$292.7K	+$10.9K	2026-10-21
Lazari Capital Management, Inc.	UNCHANGED	5,346	5,346	0	0%	$285.9K	$291.4K	+$5.6K	2026-10-20
Pacific Sage Partners, LLC	UNCHANGED	5,325	5,325	0	0%	$284.7K	$290.3K	+$5.5K	2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.	DECREASED	5,276	29,489	-24,213	-82%	$1.6M	$287.6K	-$1.3M	2026-10-14
Adirondack Trust Co	UNCHANGED	5,248	5,248	0	0%	$280.6K	$286.0K	+$5.4K	2026-10-14
Fiscal Wisdom Wealth Management, LLC	INCREASED	5,237	4,601	+636	+14%	$246.0K	$285.5K	+$39.5K	2026-10-16
Facet Wealth, Inc.	NEW	5,230	—	+5,230	—	—	$285.1K	—	2026-11-04
Cadinha & Co LLC	INCREASED	5,186	5,086	+100	+2%	$271.9K	$282.7K	+$10.7K	2026-10-22
Markowski Investments	INCREASED	5,167	3,760	+1,407	+37%	$201.0K	$281.7K	+$80.6K	2026-10-30
Trilogy Capital Inc.	DECREASED	5,139	5,228	-89	-2%	$279.5K	$280.1K	+$586	2026-10-20
Pathway Financial Advisers, LLC	INCREASED	5,122	5,040	+82	+2%	$269.5K	$279.2K	+$9.7K	2026-10-27
Ironwood Financial, llc	DECREASED	5,087	5,335	-248	-5%	$278.3K	$277.3K	-$982	2026-10-20
Inlight Wealth Management, LLC	UNCHANGED	5,087	5,087	0	0%	$272.0K	$277.3K	+$5.3K	2026-10-21
Oath Planning, LLC	NEW	5,071	—	+5,071	—	—	$276.4K	—	2026-10-20
BIP Wealth, LLC	NEW	5,069	—	+5,069	—	—	$276.3K	—	2026-10-22
Capital Management Associates, Inc	UNCHANGED	5,062	5,062	0	0%	$270.7K	$275.9K	+$5.3K	2026-10-20
Cordoba Advisory Partners LLC	INCREASED	5,040	5,020	+20	+0%	$268.4K	$274.7K	+$6.3K	2026-10-19
Lauer Wealth, LLC	NEW	5,033	—	+5,033	—	—	$269.0K	—	2026-10-13
Pilgrim Partners Asia Pte Ltd	NEW	5,025	—	+5,025	—	—	$273.9K	—	2026-10-29
Gruss & Co., LLC	DECREASED	5,000	5,500	-500	-9%	$294.1K	$272.6K	-$21.5K	2026-11-02
Ballew Advisors, Inc	INCREASED	5,000	4,945	+55	+1%	$272.1K	$273.7K	+$1.6K	2026-10-05
Bill Few Associates, Inc.	INCREASED	4,980	4,410	+570	+13%	$235.8K	$271.5K	+$35.7K	2026-10-09
Integrity Advisory Solutions, LLC	NEW	4,977	—	+4,977	—	—	$271.3K	—	2026-10-29
Sepio Capital, LP	INCREASED	4,970	4,656	+314	+7%	$249.0K	$270.9K	+$22.0K	2026-10-22
Kure Advisory, LLC	UNCHANGED	4,961	4,961	0	0%	$265.3K	$270.4K	+$5.2K	2026-10-08
Atwater Malick LLC	UNCHANGED	4,952	4,952	0	0%	$264.8K	$269.9K	+$5.2K	2026-10-15
Forum Financial Management, LP	INCREASED	4,946	4,780	+166	+3%	$255.6K	$269.6K	+$14.0K	2026-10-16
Perennial Advisors, LLC	UNCHANGED	4,933	4,933	0	0%	$263.8K	$268.9K	+$5.1K	2026-10-13
David J Yvars Group	INCREASED	4,927	4,867	+60	+1%	$260.2K	$268.6K	+$8.3K	2026-10-09
Lake Street Private Wealth, LLC	DECREASED	4,919	5,971	-1,052	-18%	$319.3K	$268.1K	-$51.2K	2026-10-22
Indivisible Partners	INCREASED	4,912	4,276	+636	+15%	$228.7K	$267.8K	+$39.1K	2026-10-26
Rolek Wealth Management LLC	INCREASED	4,906	4,383	+523	+12%	$234.4K	$267.4K	+$33.1K	2026-10-21
Net Worth Advisory Group	INCREASED	4,880	4,535	+345	+8%	$242.5K	$268.5K	+$26.0K	2026-10-20
Badgley Phelps Wealth Managers, LLC	NEW	4,850	—	+4,850	—	—	$264.4K	—	2026-10-22
Stonehearth Capital Management, LLC	DECREASED	4,837	5,512	-675	-12%	$294.7K	$263.7K	-$31.1K	2026-10-13
Oarsman Capital, Inc.	DECREASED	4,745	5,485	-740	-13%	$293.3K	$258.7K	-$34.6K	2026-11-05
Jacobi Capital Management LLC	INCREASED	4,733	4,513	+220	+5%	$241.3K	$258.0K	+$16.7K	2026-11-05
Compass Financial Services Inc	DECREASED	4,726	5,277	-551	-10%	$282.2K	$257.6K	-$24.5K	2026-11-06
Cypress Point Wealth Management, LLC	NEW	4,724	—	+4,724	—	—	$257.5K	—	2026-11-03
Winch Advisory Services, LLC	UNCHANGED	4,718	4,718	0	0%	$252.3K	$257.2K	+$4.9K	2026-11-06
Tompkins Financial Corp	UNCHANGED	4,711	4,711	0	0%	$251.9K	$256.8K	+$4.9K	2026-10-05
Laurel OAK Wealth Management, LLC	INCREASED	4,705	4,535	+170	+4%	$242.5K	$256.5K	+$14.0K	2026-10-19
Blackston Financial Advisory Group, LLC	INCREASED	4,703	4,651	+52	+1%	$248.7K	$256.4K	+$7.7K	2026-11-04
Cornerstone Management, Inc.	INCREASED	4,674	4,287	+387	+9%	$229.2K	$254.8K	+$25.6K	2026-10-16
Bell Investment Advisors, Inc	UNCHANGED	4,663	4,663	0	0%	$249.3K	$254.2K	+$4.9K	2026-10-29
Falcon Wealth Planning	NEW	4,649	—	+4,649	—	—	$253.4K	—	2026-11-06
Sherry Group, Inc.	DECREASED	4,633	4,733	-100	-2%	$249.3K	$252.6K	+$3.2K	2026-10-09
Dedeker Financial LLC	UNCHANGED	4,621	4,621	0	0%	$247.0K	$251.8K	+$4.8K	2026-10-23
Claro Advisors Inc.	INCREASED	4,568	4,113	+455	+11%	$219.9K	$249.0K	+$29.1K	2026-11-02
BridgePort Financial Solutions, LLC	DECREASED	4,564	4,896	-332	-7%	$261.8K	$248.8K	-$13.0K	2026-11-02
Global Wealth Management, LLC	UNCHANGED	4,548	4,548	0	0%	$243.2K	$247.9K	+$4.7K	2026-10-15
Matauro, LLC	DECREASED	4,540	4,660	-120	-3%	$249.2K	$247.5K	-$1.7K	2026-11-03
Red Mountain Financial, LLC	UNCHANGED	4,535	4,535	0	0%	$242.5K	$247.2K	+$4.7K	2026-11-03
Rockport Wealth LLC	UNCHANGED	4,528	4,528	0	0%	$242.1K	$246.8K	+$4.7K	2026-11-03
Private Capital Advisors, Inc.	NEW	4,500	—	+4,500	—	—	$245.3K	—	2026-10-06
Apollon Financial, LLC	INCREASED	4,500	4,065	+435	+11%	$217.4K	$245.3K	+$27.9K	2026-10-23
Ferguson Shapiro LLC	UNCHANGED	4,500	4,500	0	0%	$240.6K	$245.3K	+$4.7K	2026-10-16
TMB Capital Partners, LLC	UNCHANGED	4,485	4,485	0	0%	$239.8K	$244.5K	+$4.7K	2026-10-20
G&S Capital LLC	UNCHANGED	4,484	4,484	0	0%	$239.8K	$244.4K	+$4.7K	2026-10-23
Black Diamond Financial, LLC	UNCHANGED	4,426	4,426	0	0%	$236.7K	$241.3K	+$4.6K	2026-10-26
Power Wealth Management LLC	DECREASED	4,413	19,683	-15,270	-78%	$1.1M	$240.6K	-$811.9K	2026-10-27
Burke & Herbert Bank & Trust Co	UNCHANGED	4,405	4,405	0	0%	$235.5K	$240.1K	+$4.6K	2026-11-02
KPP Advisory Services LLC	INCREASED	4,397	3,826	+571	+15%	$204.6K	$239.7K	+$35.1K	2026-10-26
Bluedoor Private Wealth, LLC	DECREASED	4,381	4,631	-250	-5%	$247.6K	$238.8K	-$8.8K	2026-11-05
WealthPlan Investment Management, LLC	UNCHANGED	4,350	4,350	0	0%	$232.6K	$237.1K	+$4.5K	2026-10-15
PCG Asset Management, LLC	NEW	4,341	—	+4,341	—	—	$236.6K	—	2026-11-05
Mather Group, Llc.	INCREASED	4,341	3,881	+460	+12%	$207.5K	$236.6K	+$29.1K	2026-10-14
Persium Advisors, LLC	UNCHANGED	4,332	4,332	0	0%	$231.6K	$236.1K	+$4.5K	2026-10-07
EPG Wealth Management LLC	UNCHANGED	4,296	4,296	0	0%	$229.7K	$234.2K	+$4.5K	2026-11-03
B.O.S.S. Retirement Advisors, LLC	NEW	4,281	—	+4,281	—	—	$233.4K	—	2026-10-26
Tamar Securities, LLC	DECREASED	4,273	6,184	-1,911	-31%	$330.7K	$232.9K	-$97.7K	2026-11-03
Blue Fin Capital, Inc.	UNCHANGED	4,254	4,254	0	0%	$227.5K	$231.9K	+$4.4K	2026-10-28
Marin Bay Wealth Advisors, LLC	NEW	4,251	—	+4,251	—	—	$231.7K	—	2026-10-28
MBA Advisors LLC	DECREASED	4,234	4,314	-80	-2%	$230.7K	$230.8K	+$125	2026-10-29
Interchange Capital Partners, LLC	DECREASED	4,231	5,410	-1,179	-22%	$289.3K	$230.6K	-$58.6K	2026-10-28
Cornerstone Wealth Group, LLC	DECREASED	4,222	4,409	-187	-4%	$235.7K	$230.1K	-$5.6K	2026-11-02
15 Wealth Advisors LLC	NEW	4,202	—	+4,202	—	—	$229.1K	—	2026-10-14
Fell Capital Management	UNCHANGED	4,200	4,200	0	0%	$224.6K	$228.9K	+$4.4K	2026-10-09
JFS Wealth Advisors, LLC	DECREASED	4,195	4,200	-5	0%	$224.6K	$228.7K	+$4.1K	2026-11-03
Heritage Wealth Management, Inc.	NEW	4,182	—	+4,182	—	—	$228.0K	—	2026-10-28
Mayfair Advisory Group, LLC	UNCHANGED	4,176	4,176	0	0%	$219.6K	$227.6K	+$8.0K	2026-10-20
Partners Wealth Management, LLC	NEW	4,153	—	+4,153	—	—	$226.4K	—	2026-10-28
Cannon Advisors, Inc.	UNCHANGED	4,150	4,150	0	0%	$220.7K	$222.0K	+$1.3K	2026-10-14
Magnus Financial Group LLC	DECREASED	4,127	6,602	-2,475	-37%	$353.0K	$225.0K	-$128.0K	2026-10-21
Accel Wealth Management	DECREASED	4,118	4,403	-285	-6%	$235.4K	$224.5K	-$11.0K	2026-10-13
Allied Investment Advisors, LLC	UNCHANGED	4,107	4,107	0	0%	$219.6K	$223.9K	+$4.3K	2026-10-13
Gibbs Wealth Management	DECREASED	4,102	11,157	-7,055	-63%	$596.6K	$223.6K	-$373.0K	2026-10-22
SVB Wealth LLC	NEW	4,100	—	+4,100	—	—	$223.5K	—	2026-11-06
Waldron Private Wealth LLC	DECREASED	4,100	4,208	-108	-3%	$225.0K	$223.5K	-$1.5K	2026-11-02
Oceanside Advisors LLC	UNCHANGED	4,100	4,100	0	0%	$219.2K	$223.5K	+$4.3K	2026-11-03
Tcfg Investment Advisors, LLC	UNCHANGED	4,099	4,099	0	0%	$219.2K	$223.4K	+$4.3K	2026-10-20
Nottingham Advisors, Inc.	UNCHANGED	4,085	4,085	0	0%	$208.3K	$224.8K	+$16.5K	2026-10-29
Hilltop National Bank	UNCHANGED	4,068	4,068	0	0%	$217.5K	$221.7K	+$4.2K	2026-10-14
Investment Management Corp	INCREASED	4,064	3,890	+174	+4%	$208.0K	$221.5K	+$13.5K	2026-11-03
Sanchez Gaunt Capital Management, LLC	NEW	4,060	—	+4,060	—	—	$221.3K	—	2026-11-03
Integrity Wealth Advisors, Inc.	NEW	4,050	—	+4,050	—	—	$220.8K	—	2026-10-29
Verdence Capital Advisors LLC	DECREASED	4,050	5,448	-1,398	-26%	$291.3K	$220.8K	-$70.5K	2026-10-26
MTM Investment Management, LLC	DECREASED	4,045	4,510	-465	-10%	$241.2K	$220.5K	-$20.7K	2026-10-30
Advanced Asset Management Advisors Inc	DECREASED	4,032	4,219	-187	-4%	$225.6K	$219.8K	-$5.8K	2026-10-20
Burrus Financial Services, Inc.	UNCHANGED	4,020	4,020	0	0%	$214.9K	$219.1K	+$4.2K	2026-10-22
S&A Financial Services, Inc.	NEW	4,016	—	+4,016	—	—	$218.9K	—	2026-11-03
Boyce & Associates Wealth Consulting, Inc.	UNCHANGED	4,014	4,014	0	0%	$214.6K	$218.8K	+$4.2K	2026-10-14
Acropolis Investment Management, LLC	DECREASED	3,980	4,205	-225	-5%	$224.8K	$217.0K	-$7.9K	2026-10-08
Cyndeo Wealth Partners, LLC	NEW	3,956	—	+3,956	—	—	$215.6K	—	2026-10-16
Lee, Kelleher & Klein Wealth Management	DECREASED	3,955	3,974	-19	0%	$212.5K	$215.6K	+$3.1K	2026-10-08
Armstrong Advisory Group, Inc	UNCHANGED	3,952	3,952	0	0%	$211.3K	$215.4K	+$4.1K	2026-10-09
First National Bank of Mount Dora, Trust Investment Services	NEW	3,945	—	+3,945	—	—	$215.0K	—	2026-10-21
Capital Square, LLC	NEW	3,942	—	+3,942	—	—	$214.9K	—	2026-10-19
Partners in Financial Planning	DECREASED	3,942	4,108	-166	-4%	$219.7K	$214.9K	-$4.8K	2026-11-06
Mountain Capital Investment Advisors Inc.	INCREASED	3,936	3,916	+20	+1%	$209.4K	$214.6K	+$5.2K	2026-11-06
Melfa Wealth Management, Inc.	UNCHANGED	3,927	3,927	0	0%	$210.0K	$214.1K	+$4.1K	2026-11-06
Accredited Investor Services, LLC	DECREASED	3,910	3,964	-54	-1%	$212.0K	$213.1K	+$1.2K	2026-10-22
First Horizon Corp	UNCHANGED	3,906	3,906	0	0%	$208.9K	$212.9K	+$4.1K	2026-10-26
Mengis Capital Management, Inc.	NEW	3,874	—	+3,874	—	—	$211.2K	—	2026-10-13
Fortress Financial Solutions, LLC	NEW	3,862	—	+3,862	—	—	$210.5K	—	2026-10-14
Valley Forge Investment Consultants Inc ADV	UNCHANGED	3,840	3,840	0	0%	$205.3K	$209.3K	+$4.0K	2026-11-03
Fearless Solutions, LLC dba Best Invest	INCREASED	3,826	3,805	+21	+1%	$203.5K	$208.6K	+$5.1K	2026-10-14
Convergence Financial, LLC	NEW	3,823	—	+3,823	—	—	$208.4K	—	2026-10-27
SpringVest Wealth Management LLC	DECREASED	3,811	4,061	-250	-6%	$217.1K	$207.7K	-$9.4K	2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP	INCREASED	3,805	885	+2,920	+330%	$47.3K	$207.4K	+$160.1K	2026-10-23
Madrona Financial Services, LLC	NEW	3,795	—	+3,795	—	—	$206.9K	—	2026-10-23
TigerOak Management, L.L.C.	UNCHANGED	3,782	3,782	0	0%	$202.2K	$206.2K	+$3.9K	2026-10-23
Madden Securities Corp	NEW	3,750	—	+3,750	—	—	$204.4K	—	2026-10-27
Keyes, Stange & Wooten Wealth Management, LLC	NEW	3,731	—	+3,731	—	—	$203.4K	—	2026-11-03
Parkside Financial Bank & Trust	UNCHANGED	3,725	3,725	0	0%	$199.2K	$203.1K	+$3.9K	2026-10-27
Linscomb Wealth, Inc.	NEW	3,716	—	+3,716	—	—	$202.6K	—	2026-11-05
Tennessee Valley Asset Management Partners	NEW	3,709	—	+3,709	—	—	$202.2K	—	2026-11-03
Chicago Partners Investment Group LLC	DECREASED	3,709	5,009	-1,300	-26%	$260.8K	$180.7K	-$80.1K	2026-10-27
Bedel Financial Consulting, Inc.	NEW	3,704	—	+3,704	—	—	$201.9K	—	2026-11-06
Connecticut Wealth Management, LLC	NEW	3,696	—	+3,696	—	—	$201.5K	—	2026-10-13
DeDora Capital, Inc.	NEW	3,695	—	+3,695	—	—	$201.4K	—	2026-10-26
Burford Brothers, Inc.	NEW	3,692	—	+3,692	—	—	$201.3K	—	2026-10-21
Gemmer Asset Management LLC	DECREASED	3,687	4,902	-1,215	-25%	$262.1K	$201.0K	-$61.1K	2026-10-16
Main Street Group, LTD	INCREASED	3,520	3,449	+71	+2%	$184.4K	$191.9K	+$7.5K	2026-10-28
Lloyd Advisory Services, Llc.	INCREASED	3,454	3,000	+454	+15%	$160.4K	$188.3K	+$27.9K	2026-11-02
Strengthening Families & Communities, LLC	DECREASED	3,446	3,751	-305	-8%	$200.6K	$187.8K	-$12.7K	2026-10-21
Nova Financial LLC	NEW	3,430	—	+3,430	—	—	$187.0K	—	2026-11-04
Focused Wealth Management, Inc	NEW	3,370	—	+3,370	—	—	$183.7K	—	2026-10-30
Security National Bank	DECREASED	3,247	4,246	-999	-24%	$227.0K	$177.0K	-$50.0K	2026-10-26
Independence Bank of Kentucky	INCREASED	3,125	2,620	+505	+19%	$140.1K	$170.3K	+$30.3K	2026-10-26
Albion Financial Group	UNCHANGED	3,100	3,100	0	0%	$165.8K	$169.0K	+$3.2K	2026-10-21
City State Bank	UNCHANGED	3,091	3,091	0	0%	$165.3K	$168.5K	+$3.2K	2026-10-20
Financial Consulate, Inc	INCREASED	3,087	2,227	+860	+39%	$119.1K	$168.3K	+$49.2K	2026-10-23
Physician Wealth Advisors, Inc.	INCREASED	3,017	2,847	+170	+6%	$152.2K	$164.5K	+$12.2K	2026-10-20
Hickory Point Bank & Trust	UNCHANGED	2,875	2,875	0	0%	$153.7K	$156.7K	+$3.0K	2026-10-01
IFS Advisors, LLC	NEW	2,800	—	+2,800	—	—	$152.7K	—	2026-10-14
CGC Financial Services, LLC	UNCHANGED	2,800	2,800	0	0%	$149.7K	$152.6K	+$2.9K	2026-10-13
Root Financial Partners, LLC	NEW	2,705	—	+2,705	—	—	$147.5K	—	2026-10-21
Valley National Advisers Inc	INCREASED	2,640	249	+2,391	+960%	$13.3K	$143.9K	+$130.6K	2026-10-23
Burns Matteson Capital Management, LLC	NEW	2,569	—	+2,569	—	—	$140.0K	—	2026-10-16
Gables Capital Management Inc.	UNCHANGED	2,494	2,494	0	0%	$133.4K	$135.9K	+$2.6K	2026-11-04
Trust Co of Toledo NA	UNCHANGED	2,474	2,474	0	0%	$132.3K	$134.9K	+$2.6K	2026-10-16
Concord Wealth Partners	DECREASED	2,448	3,072	-624	-20%	$164.3K	$133.5K	-$30.8K	2026-11-02
Caldwell Trust Co	DECREASED	2,435	2,710	-275	-10%	$144.9K	$132.7K	-$12.2K	2026-10-30
Plante Moran Financial Advisors, LLC	DECREASED	2,424	2,707	-283	-10%	$144.7K	$132.1K	-$12.6K	2026-11-04
Triumph Capital Management	INCREASED	2,414	1,139	+1,275	+112%	$60.9K	$131.6K	+$70.7K	2026-10-14
Princeton Global Asset Management LLC	UNCHANGED	2,350	2,350	0	0%	$125.7K	$128.1K	+$2.4K	2026-10-21
Pacific Center for Financial Services	UNCHANGED	2,341	2,341	0	0%	$125.2K	$127.6K	+$2.4K	2026-10-15
Duncker Streett & Co Inc	INCREASED	2,294	1,607	+687	+43%	$85.9K	$125.0K	+$39.1K	2026-10-27
North Star Investment Management Corp.	INCREASED	2,165	1,840	+325	+18%	$98.4K	$118.0K	+$19.6K	2026-10-27
Godsey & Gibb, Inc	UNCHANGED	2,121	2,121	0	0%	$113.4K	$115.6K	+$2.2K	2026-10-14
Westside Investment Management, Inc.	UNCHANGED	2,091	2,091	0	0%	$111.8K	$114.0K	+$2.2K	2026-11-02
Evolution Wealth Management Inc.	DECREASED	2,077	2,105	-28	-1%	$112.6K	$113.2K	+$663	2026-10-28
Vision Financial Markets LLC	UNCHANGED	2,037	2,037	0	0%	$109.1K	$112.0K	+$2.8K	2026-10-22
Community Bank, N.A.	UNCHANGED	2,010	2,010	0	0%	$107.5K	$109.5K	+$2.1K	2026-11-06
Meriwether Wealth & Planning, LLC	NEW	2,009	—	+2,009	—	—	$109.5K	—	2026-10-13
Center for Financial Planning, Inc.	INCREASED	2,000	500	+1,500	+300%	$26.7K	$109.0K	+$82.3K	2026-10-26
Hilton Head Capital Partners, LLC	UNCHANGED	2,000	2,000	0	0%	$106.9K	$109.0K	+$2.1K	2026-10-23
Bangor Savings Bank	INCREASED	1,911	620	+1,291	+208%	$33.2K	$104.2K	+$71.0K	2026-10-06
Pioneer Family Office, LLC	UNCHANGED	1,895	1,895	0	0%	$101.3K	$103.3K	+$2.0K	2026-10-30
Union Bancaire Privee, UBP SA	DECREASED	1,855	13,554	-11,699	-86%	$703.9K	$93.7K	-$610.2K	2026-11-04
Cherry Tree Wealth Management, LLC	UNCHANGED	1,789	1,789	0	0%	$95.7K	$97.5K	+$1.9K	2026-10-15
Union Savings Bank	UNCHANGED	1,761	1,761	0	0%	$94.2K	$96.0K	+$1.8K	2026-10-14
Key FInancial Inc	DECREASED	1,710	1,779	-69	-4%	$95.1K	$93.2K	-$1.9K	2026-11-02
Hager Investment Management Services, LLC	UNCHANGED	1,661	1,661	0	0%	$88.8K	$90.5K	+$1.7K	2026-11-04
LFA - Lugano Financial Advisors SA	UNCHANGED	1,626	1,626	0	0%	$86.9K	$88.6K	+$1.7K	2026-11-03
Glass Jacobson Investment Advisors llc	INCREASED	1,591	1,194	+397	+33%	$63.8K	$86.7K	+$22.9K	2026-10-26
Atlantic Edge Private Wealth Management, LLC	UNCHANGED	1,575	1,575	0	0%	$84.2K	$85.9K	+$1.6K	2026-10-20
Archer Investment Corp	UNCHANGED	1,532	1,532	0	0%	$81.9K	$83.5K	+$1.6K	2026-11-05
Salomon & Ludwin, LLC	INCREASED	1,507	1,407	+100	+7%	$75.4K	$82.1K	+$6.8K	2026-10-29
GoalVest Advisory LLC	UNCHANGED	1,507	1,507	0	0%	$80.6K	$82.1K	+$1.6K	2026-10-02
Bayban	UNCHANGED	1,500	1,500	0	0%	$80.2K	$80.2K	$0	2026-11-05
Avion Wealth	INCREASED	1,464	1,379	+85	+6%	$73.0K	$79	-$72.9K	2026-11-04
Balance Wealth Partners LLC	NEW	1,439	—	+1,439	—	—	$78.5K	—	2026-10-27
Financial Network Wealth Advisors LLC	DECREASED	1,411	2,230	-819	-37%	$119.2K	$76.9K	-$42.3K	2026-10-28
Stone House Investment Management, LLC	DECREASED	1,406	1,408	-2	0%	$75.3K	$76.6K	+$1.4K	2026-10-23
Asset Dedication, LLC	INCREASED	1,368	1,338	+30	+2%	$71.5K	$74.6K	+$3.0K	2026-11-03
Syntax Research, Inc.	NEW	1,350	—	+1,350	—	—	$73.6K	—	2026-11-04
Gamma Investing LLC	UNCHANGED	1,342	1,342	0	0%	$71.8K	$73.2K	+$1.4K	2026-10-08
Key Capital Management, Inc	INCREASED	1,318	1,076	+242	+22%	$57.5K	$71.8K	+$14.3K	2026-11-03
Advantage Trust Co	UNCHANGED	1,315	1,315	0	0%	$70.3K	$71.7K	+$1.4K	2026-10-19
Proathlete Wealth Management LLC	DECREASED	1,304	1,470	-166	-11%	$69.7K	$71.1K	+$1.4K	2026-10-15
RMG Wealth Management LLC	UNCHANGED	1,283	1,283	0	0%	$75.8K	$63.6K	-$12.2K	2026-10-26
Foster Dykema Cabot & Partners, LLC	UNCHANGED	1,251	1,251	0	0%	$66.9K	$68.2K	+$1.3K	2026-10-30
Farmers & Merchants Investments Inc	UNCHANGED	1,239	1,239	0	0%	$66.2K	$67.5K	+$1.3K	2026-10-22
Vaquero Private Wealth, LTD	DECREASED	1,151	1,171	-20	-2%	$62.6K	$62.8K	+$128	2026-10-27
Toth Financial Advisory Corp	INCREASED	1,145	1,095	+50	+5%	$58.6K	$62.4K	+$3.9K	2026-10-08
Axiom Investment Management LLC	INCREASED	1,125	375	+750	+200%	$20.1K	$61.3K	+$41.3K	2026-11-03
NorthAvenue LLC	UNCHANGED	1,109	1,109	0	0%	$59.3K	$60.5K	+$1.2K	2026-10-29
Granite FO LLC	UNCHANGED	1,100	1,100	0	0%	$58.8K	$60.0K	+$1.1K	2026-10-14
IAG Wealth Partners, LLC	UNCHANGED	1,088	1,088	0	0%	$58.2K	$59.3K	+$1.1K	2026-11-06
RHL Group, LLC	INCREASED	1,084	978	+106	+11%	$51.8K	$59.1K	+$7.2K	2026-11-04
Kentucky Trust Co	INCREASED	1,080	1,030	+50	+5%	$55.1K	$58.9K	+$3.8K	2026-10-15
Burkett Financial Services, LLC	INCREASED	1,033	833	+200	+24%	$44.5K	$56.3K	+$11.8K	2026-10-01
Kings Path Partners LLC	INCREASED	1,009	1,000	+9	+1%	$53.5K	$55.0K	+$1.5K	2026-10-21
First Bancorp, Inc	UNCHANGED	1,004	1,004	0	0%	$53.7K	$54.7K	+$1.0K	2026-10-26
Rydar Equities, Inc.	NEW	1,000	—	+1,000	—	—	$53.8K	—	2026-10-13
Abound Wealth Management	UNCHANGED	980	980	0	0%	$52.4K	$53.4K	+$1.0K	2026-10-26
MJT & Associates Financial Advisory Group, Inc.	NEW	952	—	+952	—	—	$51.9K	—	2026-10-07
Towne Trust Company, N.a	UNCHANGED	925	925	0	0%	$49.5K	$50.4K	+$962	2026-10-28
Decker Retirement Planning Inc.	UNCHANGED	908	908	0	0%	$48.6K	$49.5K	+$944	2026-10-19
Citizens National Bank Trust Department	NEW	900	—	+900	—	—	$49.1K	—	2026-11-04
Old Second National Bank of Aurora	UNCHANGED	886	886	0	0%	$47.4K	$48.3K	+$922	2026-10-22
Kelleher Financial Advisors	UNCHANGED	865	865	0	0%	$46.3K	$47.2K	+$899	2026-10-30
Wealth Analytics Partners, LLC	NEW	863	—	+863	—	—	$47.0K	—	2026-10-19
Compass Wealth Management LLC	NEW	854	—	+854	—	—	$46.6K	—	2026-10-22
First United Bank & Trust	UNCHANGED	845	845	0	0%	$45.2K	$46.1K	+$879	2026-10-22
Community Financial Services Group, LLC	UNCHANGED	840	840	0	0%	$45.0K	$46.2K	+$1.2K	2026-10-15
Richardson Capital Management LLC	UNCHANGED	840	840	0	0%	$44.9K	$45.8K	+$873	2026-10-23
Keystone Financial Group, Inc.	UNCHANGED	810	810	0	0%	$43.3K	$44.2K	+$842	2026-10-13
Smallwood Wealth Investment Management, LLC	UNCHANGED	800	800	0	0%	$42.8K	$43.6K	+$832	2026-10-30
Clearstead Trust, LLC	UNCHANGED	784	784	0	0%	$41.9K	$42.7K	+$816	2026-11-06
Essex Investment Management Co LLC	UNCHANGED	771	771	0	0%	$41.2K	$42.0K	+$802	2026-10-19
Go Invest LLC	INCREASED	769	667	+102	+15%	$35.6K	$41.9K	+$6.3K	2026-10-09
General Partner, Inc.	UNCHANGED	750	750	0	0%	$40.1K	$40.9K	+$780	2026-10-05
Nexus Investment Management ULC	UNCHANGED	750	750	0	0%	$40.1K	$40.9K	+$780	2026-10-27
Grove Bank & Trust	UNCHANGED	750	750	0	0%	$40.1K	$40.9K	+$780	2026-10-08
MassMutual Private Wealth & Trust, FSB	UNCHANGED	750	750	0	0%	$40.1K	$40.9K	+$780	2026-10-05
Farmers & Merchants Trust Co of Chambersburg PA	UNCHANGED	734	734	0	0%	$39.0K	$40	-$39.0K	2026-10-14
DiNuzzo Private Wealth, Inc.	UNCHANGED	720	720	0	0%	$38.5K	$39.2K	+$749	2026-10-16
Cape Investment Advisory, Inc.	UNCHANGED	703	703	0	0%	$37.6K	$38.3K	+$732	2026-10-13
Beacon Investment Advisory Services, Inc.	UNCHANGED	659	659	0	0%	$35.2K	$35.9K	+$686	2026-10-13
Financial Management Professionals, Inc.	DECREASED	617	670	-53	-8%	$35.8K	$33.6K	-$2.2K	2026-10-23
American Capital Advisory, LLC	UNCHANGED	589	589	0	0%	$31.5K	$32.1K	+$613	2026-10-28
Lodestone Wealth Management LLC	DECREASED	572	822	-250	-30%	$44.0K	$31.2K	-$12.8K	2026-10-14
Flagship Wealth Advisors, LLC	DECREASED	550	600	-50	-8%	$32.1K	$30.0K	-$2.1K	2026-11-03
Nfsg Corp	DECREASED	540	630	-90	-14%	$33.7K	$29.4K	-$4.3K	2026-10-15
StrongBox Wealth, LLC	UNCHANGED	510	510	0	0%	$27.3K	$27.8K	+$530	2026-11-02
Sfam, LLC	UNCHANGED	507	507	0	0%	$27.1K	$27.6K	+$528	2026-11-03
West Branch Capital LLC	UNCHANGED	502	502	0	0%	$26.8K	$27.4K	+$521	2026-10-20
Daytona Street Capital LLC	UNCHANGED	500	500	0	0%	$26.9K	$27.5K	+$608	2026-10-15
Intesa Sanpaolo Wealth Management	UNCHANGED	500	500	0	0%	$26.7K	$27.3K	+$520	2026-10-28
Horizons Wealth Management	NEW	483	—	+483	—	—	$26.3K	—	2026-10-05
Redwood Park Advisors LLC	UNCHANGED	458	458	0	0%	$24.5K	$25.0K	+$476	2026-11-02
Buck Wealth Strategies, LLC	UNCHANGED	457	457	0	0%	$24.4K	$24.9K	+$475	2026-10-28
Kingdom Financial Group Llc.	UNCHANGED	447	447	0	0%	$23.9K	$24.4K	+$465	2026-11-04
Barrett & Company, Inc.	UNCHANGED	430	430	0	0%	$23.0K	$23.4K	+$447	2026-10-22
Quest 10 Wealth Builders, Inc.	UNCHANGED	430	430	0	0%	$23.0K	$23.4K	+$447	2026-11-02
John Boyer, Inc.	NEW	421	—	+421	—	—	$22.9K	—	2026-10-27
Bullock Wealth Management Group	DECREASED	421	430	-9	-2%	$23.0K	$23.1K	+$108	2026-10-09
Vermillion Wealth Management, Inc.	DECREASED	406	1,103	-697	-63%	$59.0K	$22.1K	-$36.8K	2026-10-26
Fairscale Capital, LLC	UNCHANGED	390	390	0	0%	$20.9K	$17.4K	-$3.5K	2026-11-04
Cranbrook Wealth Management, LLC	UNCHANGED	363	363	0	0%	$19.4K	$19.8K	+$378	2026-10-28
Clark Wealth Partners	UNCHANGED	360	360	0	0%	$19.3K	$19.6K	+$374	2026-10-19
Wilkerson Advisory Group LLC	UNCHANGED	345	345	0	0%	$18.4K	$18.8K	+$359	2026-10-20
Cassaday & Co Wealth Management LLC	UNCHANGED	340	340	0	0%	$18.2K	$18.5K	+$354	2026-10-27
Heritage Family Offices, LLP	NEW	338	—	+338	—	—	$18.4K	—	2026-11-02
William Mack & Associates, Inc.	NEW	336	—	+336	—	—	$18.3K	—	2026-10-27
Fortitude Family Office, LLC	INCREASED	336	36	+300	+833%	$1.9K	$18.3K	+$16.4K	2026-10-14
Inspire Investing, LLC	UNCHANGED	334	334	0	0%	$17.9K	$18.2K	+$347	2026-10-22
DecisionPoint Financial, LLC	UNCHANGED	307	307	0	0%	$16.5K	$16.9K	+$442	2026-10-27
New England Capital Financial Advisors LLC	UNCHANGED	301	301	0	0%	$16.1K	$16.4K	+$313	2026-11-03
Tsfg, LLC	DECREASED	300	4,502	-4,202	-93%	$241.0K	$16	-$241.0K	2026-10-23
American National Bank & Trust	DECREASED	290	590	-300	-51%	$31.5K	$15.8K	-$15.7K	2026-10-07
Beacon Capital Management, Inc.	UNCHANGED	277	277	0	0%	$14.8K	$15.1K	+$288	2026-10-13
Washington Trust Advisors, Inc.	UNCHANGED	275	275	0	0%	$14.7K	$15.0K	+$286	2026-10-22
St. Johns Investment Management Company, LLC	INCREASED	274	269	+5	+2%	$14.4K	$14.9K	+$563	2026-10-30
James T. Borello RIA	UNCHANGED	240	240	0	0%	$12.8K	$13.1K	+$249	2026-10-16
Trust Co	UNCHANGED	230	230	0	0%	$12.3K	$12.5K	+$239	2026-10-09
Acumen Wealth Advisors, LLC	DECREASED	226	295	-69	-23%	$15.8K	$12.3K	-$3.5K	2026-11-05
Reap Financial Group, LLC	UNCHANGED	214	214	0	0%	$11.4K	$11.7K	+$222	2026-11-02
Financial Perspectives, Inc	UNCHANGED	200	200	0	0%	$10.7K	$10.9K	+$208	2026-11-03
Midwest Capital Advisors, LLC	UNCHANGED	200	200	0	0%	$10.7K	$10.9K	+$208	2026-11-04
Bare Financial Services, Inc	UNCHANGED	197	197	0	0%	$10.5K	$10.7K	+$204	2026-11-04
High Point Wealth Management, LLC	UNCHANGED	196	196	0	0%	$10.5K	$10.7K	+$204	2026-11-05
Horrell Capital Management, Inc.	UNCHANGED	180	180	0	0%	$9.6K	$9.8K	+$187	2026-10-08
Cedar Mountain Advisors, LLC	UNCHANGED	170	170	0	0%	$9.1K	$9.3K	+$177	2026-10-15
Tradewinds Capital Management, LLC	DECREASED	166	657	-491	-75%	$35.1K	$9.0K	-$26.1K	2026-10-23
Aspect Partners, LLC	UNCHANGED	165	165	0	0%	$8.8K	$9.0K	+$171	2026-10-20
Team Financial Group, LLC	NEW	150	—	+150	—	—	$8.2K	—	2026-10-30
Pittenger & Anderson Inc	UNCHANGED	140	140	0	0%	$7.5K	$7.6K	+$146	2026-11-02
Transce3nd, LLC	UNCHANGED	139	139	0	0%	$7.5K	$7.3K	-$235	2026-10-26
Networth Advisors, LLC	DECREASED	137	138	-1	-1%	$7.4K	$7.5K	+$89	2026-11-03
PFS Partners, LLC	UNCHANGED	118	118	0	0%	$6.3K	$6.4K	+$123	2026-10-21
Southern Michigan Bank & Trust	INCREASED	113	55	+58	+105%	$2.9K	$6.2K	+$3.2K	2026-10-19
Murphy & Mullick Capital Management Corp	INCREASED	110	85	+25	+29%	$4.5K	$6.0K	+$1.5K	2026-11-02
Chung Wu Investment Group, LLC	NEW	100	—	+100	—	—	$5.5K	—	2026-11-03
Russell Investments Group, Ltd.	NEW	100	—	+100	—	—	$5.5K	—	2026-11-06
Peoples Financial Services Corp.	UNCHANGED	100	100	0	0%	$5.3K	$5.5K	+$103	2026-10-20
Wealth Enhancement Trust Services, Inc.	UNCHANGED	100	100	0	0%	$5.3K	$5.5K	+$104	2026-10-07
Signature Resources Capital Management, LLC	UNCHANGED	98	98	0	0%	$5.2K	$5.3K	+$102	2026-10-16
Monetary Solutions, Ltd	UNCHANGED	75	75	0	0%	$4.0K	$4.1K	+$78	2026-10-22
Ascentis Wealth Management, LLC	UNCHANGED	70	70	0	0%	$3.7K	$3.8K	+$73	2026-11-03
SJS Investment Consulting Inc.	UNCHANGED	67	67	0	0%	$3.6K	$3.7K	+$70	2026-10-26
Sunrise Financial Services, LLC	UNCHANGED	64	64	0	0%	$3.4K	$3.5K	+$67	2026-10-21
Arlington Trust Co LLC	UNCHANGED	60	60	0	0%	$3.2K	$3.3K	+$63	2026-10-20
Hughes Financial Services, LLC	NEW	50	—	+50	—	—	$2.4K	—	2026-10-30
Ares Financial Consulting, LLC	UNCHANGED	50	50	0	0%	$2.7K	$2.7K	+$52	2026-10-19
Comprehensive Financial Planning, Inc.	UNCHANGED	49	49	0	0%	$2.6K	$2.7K	+$50	2026-10-27
NBH Bank	NEW	33	—	+33	—	—	$1.8K	—	2026-11-05
First Premier Bank	NEW	20	—	+20	—	—	$1	—	2026-10-13
WPG Advisers, LLC	UNCHANGED	20	20	0	0%	$1.1K	$1.1K	+$21	2026-10-27
Mowery & Schoenfeld Wealth Management, LLC	UNCHANGED	20	20	0	0%	$1.1K	$1.1K	+$21	2026-10-28
Prudent Man Investment Management, Inc.	UNCHANGED	10	10	0	0%	$645	$546	-$99	2026-11-03
Roxbury Financial LLC	DECREASED	8	20	-12	-60%	$1.1K	$436	-$633	2026-10-01
Dhjj Financial Advisors, Ltd.	UNCHANGED	7	7	0	0%	$375	$382	+$7	2026-10-23
Great Lakes Advisors, LLC	NEW	1	—	+1	—	—	$55	—	2026-11-06
Bulwark Capital Corp	UNCHANGED	1	1	0	0%	$53	$55	+$2	2026-10-13
Calamos Advisors LLC	CLOSED	0	87,600	-87,600	-100%	$4.7M	$0	-$4.7M	2026-11-02
Wellington Shields Capital Management, LLC	CLOSED	0	61,322	-61,322	-100%	$3.3M	$0	-$3.3M	2026-11-03
Jefferies Financial Group Inc.	CLOSED	0	50,899	-50,899	-100%	$2.7M	$0	-$2.7M	2026-11-05
Balefire, LLC	CLOSED	0	20,155	-20,155	-100%	$1.1M	$0	-$1.1M	2026-10-09
Walled Lake Planning & Wealth Management, LLC	CLOSED	0	9,611	-9,611	-100%	$513.9K	$0	-$513.9K	2026-10-29
Ardent Capital Management, Inc.	CLOSED	0	9,500	-9,500	-100%	$508.0K	$0	-$508.0K	2026-10-16
Brown Miller Wealth Management, LLC	CLOSED	0	8,308	-8,308	-100%	$444.2K	$0	-$444.2K	2026-11-02
Calamos Wealth Management LLC	CLOSED	0	8,000	-8,000	-100%	$427.8K	$0	-$427.8K	2026-11-02
Avestar Capital, LLC	CLOSED	0	7,401	-7,401	-100%	$395.7K	$0	-$395.7K	2026-10-28
SLT Holdings LLC	CLOSED	0	6,500	-6,500	-100%	$347.6K	$0	-$347.6K	2026-10-15
Simon Quick Advisors, LLC	CLOSED	0	5,680	-5,680	-100%	$303.7K	$0	-$303.7K	2026-10-26
One Day In July LLC	CLOSED	0	5,626	-5,626	-100%	$300.8K	$0	-$300.8K	2026-10-30
Portside Wealth Group, LLC	CLOSED	0	5,457	-5,457	-100%	$291.8K	$0	-$291.8K	2026-10-20
Nvwm, LLC	CLOSED	0	5,321	-5,321	-100%	$284.5K	$0	-$284.5K	2026-10-14
LJI Wealth Management, LLC	CLOSED	0	5,044	-5,044	-100%	$269.7K	$0	-$269.7K	2026-10-28
Arkfeld Wealth Strategies, L.L.C.	CLOSED	0	4,879	-4,879	-100%	$273.8K	$0	-$273.8K	2026-10-19
Broadway Wealth Solutions, Inc.	CLOSED	0	4,798	-4,798	-100%	$256.5K	$0	-$256.5K	2026-10-21
Accredited Investors Inc.	CLOSED	0	4,757	-4,757	-100%	$254.4K	$0	-$254.4K	2026-11-03
Graham Capital Wealth Management, LLC	CLOSED	0	4,684	-4,684	-100%	$250.5K	$0	-$250.5K	2026-10-26
James J. Burns & Company, LLC	CLOSED	0	4,605	-4,605	-100%	$246.2K	$0	-$246.2K	2026-10-22
Teamwork Financial Advisors, LLC	CLOSED	0	4,311	-4,311	-100%	$230.5K	$0	-$230.5K	2026-10-19
Wespac Advisors SoCal, LLC	CLOSED	0	4,281	-4,281	-100%	$228.9K	$0	-$228.9K	2026-10-13
Advisor Resource Council	CLOSED	0	4,279	-4,279	-100%	$236.4K	$0	-$236.4K	2026-11-05
Alchemi Wealth, LLC	CLOSED	0	4,249	-4,249	-100%	$227.2K	$0	-$227.2K	2026-11-04
Apeiron RIA LLC	CLOSED	0	4,212	-4,212	-100%	$225.2K	$0	-$225.2K	2026-10-08
Scarborough Advisors, LLC	CLOSED	0	4,210	-4,210	-100%	$258.0K	$0	-$258.0K	2026-10-16
Family CFO Inc	CLOSED	0	4,190	-4,190	-100%	$224.0K	$0	-$224.0K	2026-10-30
Castleview Partners, LLC	CLOSED	0	4,134	-4,134	-100%	$221.0K	$0	-$221.0K	2026-10-09
Monument Capital Management	CLOSED	0	4,115	-4,115	-100%	$220.0K	$0	-$220.0K	2026-10-09
Cooper S Advisors, LLC	CLOSED	0	4,094	-4,094	-100%	$218.9K	$0	-$218.9K	2026-11-03
Virtue Capital Management, LLC	CLOSED	0	4,078	-4,078	-100%	$218.1K	$0	-$218.1K	2026-10-29
Geneva Partners, LLC	CLOSED	0	4,048	-4,048	-100%	$216.5K	$0	-$216.5K	2026-10-26
Axecap Investments, LLC	CLOSED	0	4,006	-4,006	-100%	$214.2K	$0	-$214.2K	2026-10-20
Commonwealth Financial Services, LLC	CLOSED	0	3,914	-3,914	-100%	$209.3K	$0	-$209.3K	2026-10-20
Destiny Wealth Partners, LLC	CLOSED	0	3,830	-3,830	-100%	$200.5K	$0	-$200.5K	2026-11-05
Mission Financial Group, LLC	CLOSED	0	3,825	-3,825	-100%	$204.5K	$0	-$204.5K	2026-10-21
Sumitomo Mitsui Trust Group, Inc.	CLOSED	0	3,792	-3,792	-100%	$202.8K	$0	-$202.8K	2026-10-29
Axim Planning & Wealth	CLOSED	0	3,762	-3,762	-100%	$201.2K	$0	-$201.2K	2026-10-28
BankPlus Trust Department	CLOSED	0	3,547	-3,547	-100%	$189.7K	$0	-$189.7K	2026-11-06
Wellington Shields & Co., LLC	CLOSED	0	3,400	-3,400	-100%	$181.8K	$0	-$181.8K	2026-11-03
Institute for Wealth Management, Llc.	CLOSED	0	2,880	-2,880	-100%	$154.0K	$0	-$154.0K	2026-11-06
NBT Bank, N.A.	CLOSED	0	1,520	-1,520	-100%	$81.3K	$0	-$81.3K	2026-10-21
Cornerstone Planning Group LLC	CLOSED	0	1,281	-1,281	-100%	$69.1K	$0	-$69.1K	2026-10-16
Timothy G. Youngquist 2020 Irrevocable Trust	CLOSED	0	1,000	-1,000	-100%	$53.5K	$0	-$53.5K	2026-10-13
Pension & Wealth Management Advisors, Inc.	CLOSED	0	1,000	-1,000	-100%	$53.5K	$0	-$53.5K	2026-10-16
Nvest Wealth Strategies, Inc.	CLOSED	0	987	-987	-100%	$52.8K	$0	-$52.8K	2026-10-14
Strategic Wealth Advisors LLC	CLOSED	0	626	-626	-100%	$40	$0	-$40	2026-11-06
Founders Capital Management	CLOSED	0	575	-575	-100%	$30.7K	$0	-$30.7K	2026-10-13
Bullseye Investment Management, LLC	CLOSED	0	500	-500	-100%	$26.7K	$0	-$26.7K	2026-10-29
Mcdonald Partners LLC	CLOSED	0	395	-395	-100%	$21.1K	$0	-$21.1K	2026-11-03
Versant Capital Management, Inc	CLOSED	0	377	-377	-100%	$20.2K	$0	-$20.2K	2026-10-02
Financially Speaking Inc	CLOSED	0	334	-334	-100%	$22.8K	$0	-$22.8K	2026-11-05
Summit Securities Group LLC	CLOSED	0	250	-250	-100%	$13.4K	$0	-$13.4K	2026-11-05
Robinswood Financial LLC	CLOSED	0	208	-208	-100%	$11.1K	$0	-$11.1K	2026-10-20
Solstein Capital, LLC	CLOSED	0	87	-87	-100%	$4.7K	$0	-$4.7K	2026-11-02
LifeSteps Financial, Inc.	CLOSED	0	10	-10	-100%	$535	$0	-$535	2026-10-15
Prairie Wealth Advisors, Inc.	UNCHANGED	0	0	0	—	$281.5K	$286.9K	+$5.5K	2026-10-29
Morgan Stanley	N/A	—	13,473,698	-13,473,698	-100%	$720.4M	—	—	—
UBS Group AG	N/A	—	10,475,933	-10,475,933	-100%	$560.1M	—	—	—
Bank of America Corp	N/A	—	9,174,729	-9,174,729	-100%	$490.6M	—	—	—
Jane Street Group, LLC	N/A	—	6,683,383	-6,683,383	-100%	$357.4M	—	—	—
Wells Fargo & Company	N/A	—	4,925,240	-4,925,240	-100%	$263.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	4,130,012	-4,130,012	-100%	$220.8M	—	—	—
CTC LLC	N/A	—	2,930,777	-2,930,777	-100%	$156.7M	—	—	—
JPMorgan Chase & Co	N/A	—	2,622,817	-2,622,817	-100%	$138.2M	—	—	—
Raymond James Financial Inc	N/A	—	2,574,790	-2,574,790	-100%	$137.7M	—	—	—
Royal Bank of Canada	N/A	—	2,377,661	-2,377,661	-100%	$127.1M	—	—	—
Ameriprise Financial Inc	N/A	—	2,132,759	-2,132,759	-100%	$113.8M	—	—	—
BNP Paribas Financial Markets	N/A	—	1,796,357	-1,796,357	-100%	$96.1M	—	—	—
SG Americas Securities, LLC	N/A	—	1,682,085	-1,682,085	-100%	$89.9M	—	—	—
Banco Bilbao Vizcaya Argentaria, S.A.	N/A	—	1,501,060	-1,501,060	-100%	$80.7M	—	—	—
Mainstay Capital Management LLC	N/A	—	1,452,826	-1,452,826	-100%	$77.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	1,308,331	-1,308,331	-100%	$70.0M	—	—	—
Peak6 LLC	N/A	—	1,251,735	-1,251,735	-100%	$66.9M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,196,009	-1,196,009	-100%	$64.0M	—	—	—
HRT Financial LP	N/A	—	1,186,624	-1,186,624	-100%	$63.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	1,181,858	-1,181,858	-100%	$63.2M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	1,181,810	-1,181,810	-100%	$63.2M	—	—	—
HighTower Advisors, LLC	N/A	—	1,165,149	-1,165,149	-100%	$62.3M	—	—	—
Cetera Investment Advisers	N/A	—	1,145,914	-1,145,914	-100%	$61.3M	—	—	—
Bank of Montreal	N/A	—	995,013	-995,013	-100%	$53.2M	—	—	—
MML Investors Services, LLC	N/A	—	892,105	-892,105	-100%	$47.7M	—	—	—
Stifel Financial Corp	N/A	—	858,525	-858,525	-100%	$45.9M	—	—	—
Marshall Wace, LLP	N/A	—	825,075	-825,075	-100%	$44.1M	—	—	—
Jump Financial, LLC	N/A	—	754,514	-754,514	-100%	$40.3M	—	—	—
Jones Financial Companies Lllp	N/A	—	726,104	-726,104	-100%	$38.7M	—	—	—
Capitolis Liquid Global Markets LLC	N/A	—	666,000	-666,000	-100%	$35.6M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	624,755	-624,755	-100%	$33.4M	—	—	—
Saudi Central Bank	N/A	—	621,400	-621,400	-100%	$31.6M	—	—	—
Tudor Investment Corp ET AL	N/A	—	545,291	-545,291	-100%	$29.2M	—	—	—
Renaissance Technologies LLC	N/A	—	537,900	-537,900	-100%	$28.8M	—	—	—
NewEdge Advisors, LLC	N/A	—	467,435	-467,435	-100%	$25.0M	—	—	—
Bleakley Financial Group, LLC	N/A	—	452,336	-452,336	-100%	$24.2M	—	—	—
Greenwich Wealth Management LLC	N/A	—	439,963	-439,963	-100%	$23.5M	—	—	—
Northeast Planning Associates, Inc. / NH /	N/A	—	438,167	-438,167	-100%	$21.2M	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	437,989	-437,989	-100%	$23.4M	—	—	—
Private Advisor Group, LLC	N/A	—	426,644	-426,644	-100%	$22.8M	—	—	—
Janney Montgomery Scott LLC	N/A	—	412,073	-412,073	-100%	$22.0M	—	—	—
Blair William & Co	N/A	—	389,811	-389,811	-100%	$20.8M	—	—	—
Wealthfront Advisers LLC	N/A	—	387,706	-387,706	-100%	$20.7M	—	—	—
Cadence Wealth Management LLC	N/A	—	370,232	-370,232	-100%	$19.8M	—	—	—
Monaco Asset Management SAM	N/A	—	370,000	-370,000	-100%	$19.8M	—	—	—
Quadrature Capital Ltd	N/A	—	362,538	-362,538	-100%	$19.4M	—	—	—
Captrust Financial Advisors	N/A	—	349,986	-349,986	-100%	$18.7M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	347,018	-347,018	-100%	$18.6M	—	—	—
Insigneo Advisory Services, LLC	N/A	—	313,087	-313,087	-100%	$16.7M	—	—	—
Baird Financial Group, Inc.	N/A	—	308,811	-308,811	-100%	$16.5M	—	—	—
Qube Research & Technologies Ltd	N/A	—	307,075	-307,075	-100%	$16.4M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	296,534	-296,534	-100%	$15.9M	—	—	—
MAI Capital Management	N/A	—	280,819	-280,819	-100%	$15.0M	—	—	—
Cerity Partners LLC	N/A	—	268,792	-268,792	-100%	$14.4M	—	—	—
Equitable Holdings, Inc.	N/A	—	246,442	-246,442	-100%	$13.2M	—	—	—
Toronto Dominion Bank	N/A	—	245,373	-245,373	-100%	$13.1M	—	—	—
Proficio Capital Partners LLC	N/A	—	240,560	-240,560	-100%	$12.9M	—	—	—
Mariner, LLC	N/A	—	238,508	-238,508	-100%	$12.8M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	236,853	-236,853	-100%	$12.7M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	236,215	-236,215	-100%	$12.6M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	224,541	-224,541	-100%	$12.0M	—	—	—
Harvest Investment Services, LLC	N/A	—	219,155	-219,155	-100%	$11.7M	—	—	—
Jain Global LLC	N/A	—	216,938	-216,938	-100%	$11.6M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	212,161	-212,161	-100%	$11.3M	—	—	—
Millennium Management LLC	N/A	—	193,249	-193,249	-100%	$10.3M	—	—	—
Advisory Services Network, LLC	N/A	—	192,963	-192,963	-100%	$10.3M	—	—	—
Focus Partners Wealth	N/A	—	187,467	-187,467	-100%	$10.0M	—	—	—
Cresset Asset Management, LLC	N/A	—	187,197	-187,197	-100%	$10.0M	—	—	—
Commerce Bank	N/A	—	177,891	-177,891	-100%	$9.5M	—	—	—
Smith, Moore & Co.	N/A	—	173,168	-173,168	-100%	$9.3M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	167,355	-167,355	-100%	$8.9M	—	—	—
National Bank of Canada	N/A	—	159,015	-159,015	-100%	$8.5M	—	—	—
Mizuho Markets Cayman LP	N/A	—	143,287	-143,287	-100%	$7.7M	—	—	—
Wealthspire Advisors, LLC	N/A	—	141,761	-141,761	-100%	$7.6M	—	—	—
&partners	N/A	—	139,930	-139,930	-100%	$7.5M	—	—	—
Stephens Inc	N/A	—	131,860	-131,860	-100%	$7.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	129,444	-129,444	-100%	$6.9M	—	—	—
Oxbow Advisors, LLC	N/A	—	129,442	-129,442	-100%	$6.9M	—	—	—
Faithward Advisors, LLC	N/A	—	124,797	-124,797	-100%	$6.7M	—	—	—
Granite Bay Wealth Management, LLC	N/A	—	121,487	-121,487	-100%	$6.5M	—	—	—
Marex Group Ltd	N/A	—	121,230	-121,230	-100%	$6.5M	—	—	—
Leavell Investment Management, Inc.	N/A	—	120,812	-120,812	-100%	$6.5M	—	—	—
CIBC Bancorp USA Inc.	N/A	—	117,947	-117,947	-100%	$6.3M	—	—	—
Keel Point, LLC	N/A	—	115,668	-115,668	-100%	$6.2M	—	—	—
Arax Advisory Partners	N/A	—	113,663	-113,663	-100%	$6.1M	—	—	—
Citadel Advisors LLC	N/A	—	112,395	-112,395	-100%	$6.0M	—	—	—
FWL Investment Management, LLC	N/A	—	112,391	-112,391	-100%	$6.0M	—	—	—
Harbour Investments, Inc.	N/A	—	111,084	-111,084	-100%	$5.9M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	110,404	-110,404	-100%	$5.9M	—	—	—
Trivium Point Advisory, LLC	N/A	—	107,646	-107,646	-100%	$5.8M	—	—	—
Huntington National Bank	N/A	—	107,481	-107,481	-100%	$5.7M	—	—	—
Group One Trading LLC	N/A	—	106,823	-106,823	-100%	$5.7M	—	—	—
Mercer Global Advisors Inc	N/A	—	104,727	-104,727	-100%	$5.6M	—	—	—
Independent Advisor Alliance	N/A	—	103,935	-103,935	-100%	$5.6M	—	—	—
CIBC World Market Inc.	N/A	—	103,692	-103,692	-100%	$5.5M	—	—	—
EP Wealth Advisors, LLC	N/A	—	103,496	-103,496	-100%	$5.5M	—	—	—
Kovack Advisors, Inc.	N/A	—	102,275	-102,275	-100%	$5.5M	—	—	—
HSBC Holdings PLC	N/A	—	100,541	-100,541	-100%	$5.4M	—	—	—
Kiker Wealth Management, LLC	N/A	—	100,226	-100,226	-100%	$5.4M	—	—	—
Mutual Advisors, LLC	N/A	—	97,693	-97,693	-100%	$5.2M	—	—	—
Twin Tree Management, LP	N/A	—	97,304	-97,304	-100%	$5.2M	—	—	—
Private Wealth Asset Management, LLC	N/A	—	97,195	-97,195	-100%	$5.2M	—	—	—
Private Harbour Investment Management & Counsel, LLC	N/A	—	96,878	-96,878	-100%	$5.2M	—	—	—
Bravias Capital Group, LLC	N/A	—	96,125	-96,125	-100%	$5.1M	—	—	—
AE Wealth Management LLC	N/A	—	94,257	-94,257	-100%	$5.0M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	91,812	-91,812	-100%	$4.9M	—	—	—
Aragon Global Management, LP	N/A	—	91,300	-91,300	-100%	$4.9M	—	—	—
Shay Capital LLC	N/A	—	90,000	-90,000	-100%	$4.8M	—	—	—
Southeast Asset Advisors, LLC	N/A	—	88,235	-88,235	-100%	$4.7M	—	—	—
LMR Partners LLP	N/A	—	87,093	-87,093	-100%	$4.7M	—	—	—
Scotia Capital Inc.	N/A	—	86,651	-86,651	-100%	$4.6M	—	—	—
Centaurus Financial, Inc.	N/A	—	86,601	-86,601	-100%	$4.6M	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	85,327	-85,327	-100%	$4.6M	—	—	—
Brookwood Investment Group LLC	N/A	—	84,370	-84,370	-100%	$4.5M	—	—	—
Arete Wealth Advisors, LLC	N/A	—	84,277	-84,277	-100%	$4.5M	—	—	—
Chelsea Counsel Co	N/A	—	84,000	-84,000	-100%	$4.5M	—	—	—
SageGuard Financial Group, LLC	N/A	—	81,577	-81,577	-100%	$4.4M	—	—	—
CI Investments Inc.	N/A	—	81,000	-81,000	-100%	$4.3M	—	—	—
IHT Wealth Management, LLC	N/A	—	80,096	-80,096	-100%	$4.3M	—	—	—
Balyasny Asset Management L.P.	N/A	—	77,364	-77,364	-100%	$4.1M	—	—	—
Summit Financial, LLC	N/A	—	75,339	-75,339	-100%	$4.0M	—	—	—
Nwam LLC	N/A	—	74,884	-74,884	-100%	$4.0M	—	—	—
AlTi Global, Inc.	N/A	—	74,136	-74,136	-100%	$4.0M	—	—	—
Global Retirement Partners, LLC	N/A	—	73,407	-73,407	-100%	$3.9M	—	—	—
Cinctive Capital Management LP	N/A	—	73,200	-73,200	-100%	$3.9M	—	—	—
AQR Capital Management LLC	N/A	—	68,626	-68,626	-100%	$3.7M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	68,422	-68,422	-100%	$3.7M	—	—	—
Empirical Asset Management, LLC	N/A	—	67,443	-67,443	-100%	$3.6M	—	—	—
Savvy Advisors, Inc.	N/A	—	66,898	-66,898	-100%	$3.6M	—	—	—
World Investment Advisors	N/A	—	65,185	-65,185	-100%	$4.4M	—	—	—
Pgim Custom Harvest LLC	N/A	—	65,022	-65,022	-100%	$3.5M	—	—	—
NWI Management LP	N/A	—	65,000	-65,000	-100%	$3.5M	—	—	—
PCG Wealth Advisors, LLC	N/A	—	63,342	-63,342	-100%	$3.4M	—	—	—
Exit Wealth Advisors, Llc.	N/A	—	62,592	-62,592	-100%	$3.3M	—	—	—
Pine Valley Investments Ltd Liability Co	N/A	—	62,406	-62,406	-100%	$3.3M	—	—	—
Pallas Capital Advisors LLC	N/A	—	61,893	-61,893	-100%	$3.3M	—	—	—
UBS Asset Management Americas LLC	N/A	—	61,853	-61,853	-100%	$3.3M	—	—	—
Verition Fund Management LLC	N/A	—	61,708	-61,708	-100%	$3.3M	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	60,964	-60,964	-100%	$3.3M	—	—	—
Two Sigma Investments, LP	N/A	—	60,558	-60,558	-100%	$3.2M	—	—	—
Western Wealth Management, LLC	N/A	—	60,454	-60,454	-100%	$3.2M	—	—	—
Waverly Advisors, LLC	N/A	—	59,164	-59,164	-100%	$3.2M	—	—	—
Guggenheim Capital LLC	N/A	—	59,008	-59,008	-100%	$3.2M	—	—	—
BlackRock, Inc.	N/A	—	58,949	-58,949	-100%	$3.2M	—	—	—
Belpointe Asset Management LLC	N/A	—	57,218	-57,218	-100%	$3.1M	—	—	—
Pathstone Holdings, LLC	N/A	—	57,190	-57,190	-100%	$3.1M	—	—	—
Benjamin Edwards Inc	N/A	—	56,945	-56,945	-100%	$3.0M	—	—	—
TCM Advisors, LLC	N/A	—	56,713	-56,713	-100%	$3.0M	—	—	—
Eaton Financial Holdings Company, LLC	N/A	—	56,145	-56,145	-100%	$3.0M	—	—	—
Two Sigma Securities, LLC	N/A	—	56,000	-56,000	-100%	$3.0M	—	—	—
CreativeOne Wealth, LLC	N/A	—	55,841	-55,841	-100%	$3.0M	—	—	—
Mustico Financial Group, Inc.	N/A	—	55,290	-55,290	-100%	$2.9M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	54,994	-54,994	-100%	$2.9M	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	54,784	-54,784	-100%	$2.9M	—	—	—
Callan Family Office, LLC	N/A	—	54,018	-54,018	-100%	$2.9M	—	—	—
Dorsey Wright & Associates	N/A	—	53,719	-53,719	-100%	$2.9M	—	—	—
Snowden Capital Advisors LLC	N/A	—	51,910	-51,910	-100%	$2.8M	—	—	—
RPg Family Wealth Advisory, LLC	N/A	—	51,702	-51,702	-100%	$2.8M	—	—	—
Risk Paradigm Group, LLC	N/A	—	51,457	-51,457	-100%	$2.8M	—	—	—
Arkadios Wealth Advisors	N/A	—	51,029	-51,029	-100%	$2.7M	—	—	—
Fortis Capital Advisors, LLC	N/A	—	50,740	-50,740	-100%	$2.7M	—	—	—
PFG Investments, LLC	N/A	—	49,232	-49,232	-100%	$2.6M	—	—	—
RWA Wealth Partners, LLC	N/A	—	47,862	-47,862	-100%	$422.3K	—	—	—
Dakota Wealth Management	N/A	—	46,122	-46,122	-100%	$2.5M	—	—	—
IEQ Capital, LLC	N/A	—	44,361	-44,361	-100%	$2.4M	—	—	—
Wealth Watch Advisors, Inc	N/A	—	43,721	-43,721	-100%	$2.3M	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	43,175	-43,175	-100%	$2.4M	—	—	—
Fielder Capital Group LLC	N/A	—	42,319	-42,319	-100%	$2.3M	—	—	—
Principal Securities, Inc.	N/A	—	41,547	-41,547	-100%	$2.2M	—	—	—
Geneos Wealth Management Inc.	N/A	—	41,484	-41,484	-100%	$2.2M	—	—	—
Sprott Inc.	N/A	—	41,380	-41,380	-100%	$2.2M	—	—	—
Tidal Investments LLC	N/A	—	41,110	-41,110	-100%	$2.2M	—	—	—
Financial Plan, Inc.	N/A	—	40,008	-40,008	-100%	$2.1M	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	39,759	-39,759	-100%	$2.1M	—	—	—
One Charles Private Wealth Services, LLC	N/A	—	39,592	-39,592	-100%	$2.1M	—	—	—
Spahn Wealth & Retirement LLC	N/A	—	39,056	-39,056	-100%	$2.1M	—	—	—
Sound View Wealth Advisors Group, LLC	N/A	—	38,330	-38,330	-100%	$2.0M	—	—	—
Wealthspan Partners, LLC	N/A	—	37,892	-37,892	-100%	$2.0M	—	—	—
Bluespring Wealth Management, LLC	N/A	—	37,620	-37,620	-100%	$2.0M	—	—	—
Capital Advisors Inc	N/A	—	37,361	-37,361	-100%	$2.0M	—	—	—
Clare Market Investments LLC	N/A	—	36,467	-36,467	-100%	$1.9M	—	—	—
Rehmann Capital Advisory Group	N/A	—	36,421	-36,421	-100%	$1.9M	—	—	—
First Foundation Advisors	N/A	—	35,704	-35,704	-100%	$1.9M	—	—	—
Coastal Bridge Advisors, LLC	N/A	—	35,395	-35,395	-100%	$1.9M	—	—	—
Empowered Funds, LLC	N/A	—	35,131	-35,131	-100%	$1.9M	—	—	—
All Terrain Financial Advisors, LLC	N/A	—	34,442	-34,442	-100%	$1.8M	—	—	—
Simmons Bank	N/A	—	34,374	-34,374	-100%	$1.8M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	33,879	-33,879	-100%	$1.8M	—	—	—
Alamea Verwaltungs GmbH	N/A	—	33,460	-33,460	-100%	$1.8M	—	—	—
Florida Financial Advisors, LLC	N/A	—	33,328	-33,328	-100%	$1.8M	—	—	—
Stokes Family Office, LLC	N/A	—	32,800	-32,800	-100%	$1.8M	—	—	—
WNY Asset Management, LLC	N/A	—	32,624	-32,624	-100%	$1.7M	—	—	—
Walleye Trading LLC	N/A	—	32,412	-32,412	-100%	$1.7M	—	—	—
Wealthspire Retirement, LLC	N/A	—	32,386	-32,386	-100%	$1.7M	—	—	—
Johnson Investment Counsel Inc	N/A	—	31,288	-31,288	-100%	$1.7M	—	—	—
Broyhill Asset Management, LLC	N/A	—	31,000	-31,000	-100%	$1.7M	—	—	—
Brown Advisory Inc	N/A	—	30,549	-30,549	-100%	$1.6M	—	—	—
Neuberger Berman Group LLC	N/A	—	30,104	-30,104	-100%	$1.6M	—	—	—
Quantinno Capital Management LP	N/A	—	30,027	-30,027	-100%	$1.6M	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	29,765	-29,765	-100%	$1.6M	—	—	—
Whittier Trust Co	N/A	—	29,674	-29,674	-100%	$1.7M	—	—	—
Northern Trust Corp	N/A	—	29,347	-29,347	-100%	$1.6M	—	—	—
Zhang Financial LLC	N/A	—	28,883	-28,883	-100%	$1.5M	—	—	—
Essex Financial Services, Inc.	N/A	—	28,751	-28,751	-100%	$1.5M	—	—	—
Ingalls & Snyder LLC	N/A	—	28,714	-28,714	-100%	$1.5M	—	—	—
Van Hulzen Asset Management, LLC	N/A	—	28,444	-28,444	-100%	$1.5M	—	—	—
Optiver Holding B.V.	N/A	—	28,386	-28,386	-100%	$1.5M	—	—	—
Regal Investment Advisors LLC	N/A	—	27,883	-27,883	-100%	$1.5M	—	—	—
Stenham Asset Management Ltd	N/A	—	27,700	-27,700	-100%	$1.5M	—	—	—
N.E.W. Advisory Services LLC	N/A	—	27,551	-27,551	-100%	$1.5M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	27,282	-27,282	-100%	$1.5M	—	—	—
Texas Yale Capital Corp.	N/A	—	26,750	-26,750	-100%	$1.4M	—	—	—
HighPoint Advisor Group LLC	N/A	—	26,534	-26,534	-100%	$1.4M	—	—	—
Continuum Advisory, LLC	N/A	—	26,426	-26,426	-100%	$1.4M	—	—	—
Caitlin John, LLC	N/A	—	26,313	-26,313	-100%	$1.4M	—	—	—
Betterment LLC	N/A	—	26,085	-26,085	-100%	$1.4M	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	25,996	-25,996	-100%	$1.4M	—	—	—
Main Street Financial Solutions, LLC	N/A	—	25,713	-25,713	-100%	$1.4M	—	—	—
United Capital Financial Advisors, LLC	N/A	—	25,426	-25,426	-100%	$1.4M	—	—	—
IFG Advisory, LLC	N/A	—	24,787	-24,787	-100%	$1.3M	—	—	—
OneAscent Financial Services LLC	N/A	—	24,487	-24,487	-100%	$1.3M	—	—	—
Fox Hill Wealth Management	N/A	—	23,976	-23,976	-100%	$1.3M	—	—	—
Tudor Financial Inc.	N/A	—	23,928	-23,928	-100%	$1.3M	—	—	—
Legacy Wealth Managment, LLC	N/A	—	23,885	-23,885	-100%	$1.3M	—	—	—
Thoroughbred Financial Services, LLC	N/A	—	23,875	-23,875	-100%	$1.3M	—	—	—
Capital Advisor Network LLC	N/A	—	23,749	-23,749	-100%	$1.3M	—	—	—
Pinnacle Family Advisors, LLC	N/A	—	23,721	-23,721	-100%	$1.3M	—	—	—
Bank of Nova Scotia	N/A	—	23,313	-23,313	-100%	$1.2M	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	23,252	-23,252	-100%	$1.2M	—	—	—
Wescap Management Group, Inc.	N/A	—	22,819	-22,819	-100%	$1.2M	—	—	—
Argent Trust Co	N/A	—	22,450	-22,450	-100%	$1.2M	—	—	—
Nalls Sherbakoff Group, LLC	N/A	—	22,073	-22,073	-100%	$1.2M	—	—	—
BTC Capital Management, Inc.	N/A	—	22,000	-22,000	-100%	$1.2M	—	—	—
Empire Financial Management Company, LLC	N/A	—	21,948	-21,948	-100%	$1.2M	—	—	—
Credit Agricole S A	N/A	—	21,698	-21,698	-100%	$1.2M	—	—	—
Modern Wealth Management, LLC	N/A	—	21,622	-21,622	-100%	$1.2M	—	—	—
Gunpowder Capital Management, LLC dba Oliver Wealth Management	N/A	—	21,281	-21,281	-100%	$1.1M	—	—	—
Conservest Capital Advisors, Inc.	N/A	—	21,036	-21,036	-100%	$1.1M	—	—	—
NewEdge Wealth, LLC	N/A	—	20,854	-20,854	-100%	$1.1M	—	—	—
Fiduciary Trust Co	N/A	—	20,759	-20,759	-100%	$1.1M	—	—	—
West Michigan Advisors, LLC	N/A	—	20,756	-20,756	-100%	$1.1M	—	—	—
Ethos Financial Group, LLC	N/A	—	20,589	-20,589	-100%	$1.1M	—	—	—
O'rourke & Company, Inc	N/A	—	20,490	-20,490	-100%	$1.1M	—	—	—
Bridgewealth Advisory Group, LLC	N/A	—	20,306	-20,306	-100%	$1.1M	—	—	—
Cary Street Partners Financial LLC	N/A	—	20,263	-20,263	-100%	$1.1M	—	—	—
ION Fund Management Ltd	N/A	—	20,100	-20,100	-100%	$1.1M	—	—	—
Perennial Investment Advisors, LLC	N/A	—	20,086	-20,086	-100%	$1.1M	—	—	—
Cyrus Capital Partners, L.P.	N/A	—	20,000	-20,000	-100%	$1.1M	—	—	—
WJ Financial Advisors LLC	N/A	—	19,970	-19,970	-100%	$1.1M	—	—	—
Natixis Advisors, LLC	N/A	—	19,933	-19,933	-100%	$1.1M	—	—	—
FMR LLC	N/A	—	19,731	-19,731	-100%	$1.1M	—	—	—
Prosperity Consulting Group, LLC	N/A	—	19,574	-19,574	-100%	$1.0M	—	—	—
Rathbones Group PLC	N/A	—	19,506	-19,506	-100%	$1.0M	—	—	—
IKE Capital, LLC	N/A	—	19,275	-19,275	-100%	$1.0M	—	—	—
Evercore Wealth Management, LLC	N/A	—	19,179	-19,179	-100%	$1.0M	—	—	—
Founders Financial Alliance, LLC	N/A	—	18,915	-18,915	-100%	$1.0M	—	—	—
Wealth Management Associates, Inc.	N/A	—	18,735	-18,735	-100%	$1.0M	—	—	—
Ancora Advisors LLCA	N/A	—	18,607	-18,607	-100%	$994.9K	—	—	—
Rothschild Investment LLC	N/A	—	18,433	-18,433	-100%	$985.6K	—	—	—
Bienville Capital Management, LLC	N/A	—	18,362	-18,362	-100%	$981.8K	—	—	—
Keystone Financial Group	N/A	—	18,338	-18,338	-100%	$980.5K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	18,305	-18,305	-100%	$978.8K	—	—	—
Impact Partnership Wealth, LLC	N/A	—	18,292	-18,292	-100%	$978.1K	—	—	—
Glenmede Trust Co NA	N/A	—	18,281	-18,281	-100%	$977.5K	—	—	—
FLC Capital Advisors	N/A	—	17,357	-17,357	-100%	$928.1K	—	—	—
Advisory Alpha, LLC	N/A	—	17,126	-17,126	-100%	$915.7K	—	—	—
Stratos Wealth Advisors, LLC	N/A	—	16,759	-16,759	-100%	$896.1K	—	—	—
Sovereign Financial Group, Inc.	N/A	—	16,758	-16,758	-100%	$896.1K	—	—	—
Kiley Juergens Wealth Management, LLC	N/A	—	16,458	-16,458	-100%	$880.0K	—	—	—
Calton & Associates, Inc.	N/A	—	16,345	-16,345	-100%	$874.0K	—	—	—
M&T Bank Corp	N/A	—	16,101	-16,101	-100%	$860.9K	—	—	—
Advance Capital Management, Inc.	N/A	—	15,968	-15,968	-100%	$853.8K	—	—	—
BCS Private Wealth Management, Inc.	N/A	—	15,795	-15,795	-100%	$844.6K	—	—	—
Arkos Global Advisors	N/A	—	15,765	-15,765	-100%	$843.0K	—	—	—
SCS Capital Management LLC	N/A	—	15,749	-15,749	-100%	$842.1K	—	—	—
Resolute Wealth Strategies, LLC	N/A	—	15,575	-15,575	-100%	$832.8K	—	—	—
URS Advisory LLC	N/A	—	15,523	-15,523	-100%	$830.0K	—	—	—
Xcelsior Advisor Partners LLC	N/A	—	15,427	-15,427	-100%	$824.9K	—	—	—
Advyzon Investment Management, LLC	N/A	—	15,161	-15,161	-100%	$810.7K	—	—	—
Winmill & Co. Inc	N/A	—	15,070	-15,070	-100%	$805.8K	—	—	—
Premier Financial Group	N/A	—	15,054	-15,054	-100%	$804.9K	—	—	—
Cohen & Steers, Inc.	N/A	—	15,000	-15,000	-100%	$802.0K	—	—	—
SkyView Investment Advisors, LLC	N/A	—	15,000	-15,000	-100%	$802.0K	—	—	—
Wilmar Advisors LLC	N/A	—	15,000	-15,000	-100%	$802.1K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	14,990	-14,990	-100%	$801.5K	—	—	—
Muirfield Wealth Advisors LLC	N/A	—	14,793	-14,793	-100%	$791.0K	—	—	—
Moneta Group Investment Advisors LLC	N/A	—	14,614	-14,614	-100%	$781.4K	—	—	—
Cardiff Park Advisors, LLC	N/A	—	14,471	-14,471	-100%	$773.7K	—	—	—
Laird Norton Wetherby Trust Company, LLC	N/A	—	14,369	-14,369	-100%	$768.3K	—	—	—
Erste Asset Management GmbH	N/A	—	14,200	-14,200	-100%	$759.3K	—	—	—
Highland Investment Advisors LLC	N/A	—	13,954	-13,954	-100%	$746.1K	—	—	—
Freestone Capital Holdings, LLC	N/A	—	13,889	-13,889	-100%	$742.6K	—	—	—
First Trust Advisors LP	N/A	—	13,580	-13,580	-100%	$726.1K	—	—	—
WCG Wealth Advisors LLC	N/A	—	13,501	-13,501	-100%	$721.9K	—	—	—
Madison Wealth Partners, Inc	N/A	—	13,461	-13,461	-100%	$719.8K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	13,384	-13,384	-100%	$715.6K	—	—	—
RiverGlades Family Offices LLC	N/A	—	13,350	-13,350	-100%	$713.8K	—	—	—
BFC Planning, Inc.	N/A	—	13,109	-13,109	-100%	$700.9K	—	—	—
Performance Wealth Partners, LLC	N/A	—	12,977	-12,977	-100%	$693.9K	—	—	—
Copia Wealth Management	N/A	—	12,682	-12,682	-100%	$678.1K	—	—	—
Berger Financial Group, Inc	N/A	—	12,576	-12,576	-100%	$672.4K	—	—	—
Muhlenkamp & Co Inc	N/A	—	12,550	-12,550	-100%	$671.0K	—	—	—
IQ EQ Fund Management (Singapore) Private Ltd	N/A	—	12,540	-12,540	-100%	$659.4K	—	—	—
Leigh Baldwin & Co., LLC	N/A	—	12,500	-12,500	-100%	$668.4K	—	—	—
Zacks Investment Management	N/A	—	12,202	-12,202	-100%	$652.5K	—	—	—
MidFirst Bank	N/A	—	12,000	-12,000	-100%	$641.6K	—	—	—
Tyche Wealth Partners LLC	N/A	—	11,984	-11,984	-100%	$640.8K	—	—	—
VestGen Investment Management	N/A	—	11,907	-11,907	-100%	$636.7K	—	—	—
Clear Street Group Inc.	N/A	—	11,862	-11,862	-100%	$634.3K	—	—	—
Cavalier Investments, LLC	N/A	—	11,846	-11,846	-100%	$633.4K	—	—	—
Sharp Wealth Advisory, LLC	N/A	—	11,800	-11,800	-100%	$630.9K	—	—	—
Innovative Asset Advisors Group, LLC	N/A	—	11,552	-11,552	-100%	$617.7K	—	—	—
CMT Capital Markets Trading GmbH	N/A	—	11,513	-11,513	-100%	$616.0K	—	—	—
Prasad Wealth Partners, LLC	N/A	—	11,472	-11,472	-100%	$613.4K	—	—	—
Composition Wealth, LLC	N/A	—	11,383	-11,383	-100%	$608.6K	—	—	—
Franklin Resources Inc	N/A	—	11,370	-11,370	-100%	$608.0K	—	—	—
Aspire Capital Advisors LLC	N/A	—	11,267	-11,267	-100%	$602.4K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	11,141	-11,141	-100%	$595.7K	—	—	—
Palladiem, LLC	N/A	—	10,975	-10,975	-100%	$586.8K	—	—	—
Hamilton Wealth, LLC	N/A	—	10,937	-10,937	-100%	$584.8K	—	—	—
One Capital Management, LLC	N/A	—	10,904	-10,904	-100%	$743.0K	—	—	—
Resurgent Financial Advisors LLC	N/A	—	10,881	-10,881	-100%	$581.8K	—	—	—
Stratos Investment Management, LLC	N/A	—	10,852	-10,852	-100%	$580.3K	—	—	—
Bogart Wealth, LLC	N/A	—	10,751	-10,751	-100%	$574.9K	—	—	—
W1m Asset Management Ltd	N/A	—	10,745	-10,745	-100%	$574.7K	—	—	—
J Hagan Capital, Inc.	N/A	—	10,683	-10,683	-100%	$571.2K	—	—	—
Truepoint, Inc.	N/A	—	10,562	-10,562	-100%	$564.8K	—	—	—
Tradition Wealth Management, LLC	N/A	—	10,413	-10,413	-100%	$556.8K	—	—	—
Guardian Wealth Advisors, LLC / NC	N/A	—	10,405	-10,405	-100%	$556.4K	—	—	—
AMJ Financial Wealth Management	N/A	—	10,270	-10,270	-100%	$699.8K	—	—	—
Element Wealth, LLC	N/A	—	10,243	-10,243	-100%	$547.7K	—	—	—
Smithfield Trust Co	N/A	—	10,227	-10,227	-100%	$546.0K	—	—	—
Keynote Financial Services LLC	N/A	—	10,208	-10,208	-100%	$545.8K	—	—	—
Integrity Financial Corp	N/A	—	10,137	-10,137	-100%	$542.0K	—	—	—
American Trust	N/A	—	10,116	-10,116	-100%	$540.9K	—	—	—
Vantage Point Financial LLC	N/A	—	10,108	-10,108	-100%	$540.5K	—	—	—
Gotham Asset Management, LLC	N/A	—	10,083	-10,083	-100%	$539.1K	—	—	—
Access Financial Services, Inc.	N/A	—	10,056	-10,056	-100%	$537.7K	—	—	—
Bulltick Wealth Management, LLC	N/A	—	10,000	-10,000	-100%	$534.7K	—	—	—
RBF Capital, LLC	N/A	—	10,000	-10,000	-100%	$534.7K	—	—	—
Scientech Research LLC	N/A	—	9,873	-9,873	-100%	$527.9K	—	—	—
Hopwood Nicholas Hunter	N/A	—	9,840	-9,840	-100%	$526.1K	—	—	—
Cofg Advisors, LLC	N/A	—	9,779	-9,779	-100%	$522.9K	—	—	—
GWN Securities Inc.	N/A	—	9,713	-9,713	-100%	$519.3K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	9,700	-9,700	-100%	$518.7K	—	—	—
Granite Harbor Advisors, Inc.	N/A	—	9,671	-9,671	-100%	$517.1K	—	—	—
EFG International AG	N/A	—	9,649	-9,649	-100%	$515.9K	—	—	—
Hilltop Holdings Inc.	N/A	—	9,584	-9,584	-100%	$512.5K	—	—	—
Trustmark Bank Trust Department	N/A	—	9,514	-9,514	-100%	$508.7K	—	—	—
1ST Source Bank	N/A	—	9,494	-9,494	-100%	$507.6K	—	—	—
Goldstone Financial Group, LLC	N/A	—	9,429	-9,429	-100%	$504.2K	—	—	—
Nicolet Bankshares Inc	N/A	—	9,410	-9,410	-100%	$528.0K	—	—	—
SlateStone Wealth, LLC	N/A	—	9,314	-9,314	-100%	$498.0K	—	—	—
Thomasville National Bank	N/A	—	9,220	-9,220	-100%	$493.0K	—	—	—
Seaview Investment Managers LLC	N/A	—	9,200	-9,200	-100%	$491.9K	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	9,151	-9,151	-100%	$489.3K	—	—	—
Aventura Private Wealth, LLC	N/A	—	8,935	-8,935	-100%	$477.8K	—	—	—
Aegis Financial Corp	N/A	—	8,842	-8,842	-100%	$472.8K	—	—	—
Monograph Wealth Advisors, LLC	N/A	—	8,810	-8,810	-100%	$471.1K	—	—	—
Petix & Botte Co	N/A	—	8,774	-8,774	-100%	$469.1K	—	—	—
Nicholson Wealth Management Group, LLC	N/A	—	8,731	-8,731	-100%	$466.8K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	8,579	-8,579	-100%	$458.7K	—	—	—
Alta Wealth Advisors LLC	N/A	—	8,565	-8,565	-100%	$458.0K	—	—	—
Maxele Advisors, LLC	N/A	—	8,526	-8,526	-100%	$455.9K	—	—	—
Benson Wealth Management Inc	N/A	—	8,470	-8,470	-100%	$452.9K	—	—	—
Financial Engines Advisors L.L.C.	N/A	—	8,398	-8,398	-100%	$449.1K	—	—	—
Headlands Technologies LLC	N/A	—	8,347	-8,347	-100%	$446.3K	—	—	—
Lakeridge Wealth Management LLC	N/A	—	8,229	-8,229	-100%	$440.0K	—	—	—
Legacy Financial Advisors, Inc.	N/A	—	8,205	-8,205	-100%	$438.7K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	8,200	-8,200	-100%	$438.5K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	8,172	-8,172	-100%	$437.0K	—	—	—
MTM Financial Group, LLC	N/A	—	8,155	-8,155	-100%	$436.0K	—	—	—
Flputnam Investment Management Co	N/A	—	8,118	-8,118	-100%	$434.1K	—	—	—
Mayflower Financial Advisors, LLC	N/A	—	8,113	-8,113	-100%	$433.8K	—	—	—
SEI Investments Co	N/A	—	8,108	-8,108	-100%	$433.5K	—	—	—
Nuveen, LLC	N/A	—	8,070	-8,070	-100%	$431.5K	—	—	—
Peapack Gladstone Financial Corp	N/A	—	8,053	-8,053	-100%	$431.0K	—	—	—
Legacy Capital Group California, Inc.	N/A	—	8,050	-8,050	-100%	$430.4K	—	—	—
Select Asset Management & Trust	N/A	—	8,000	-8,000	-100%	$428.0K	—	—	—
Maridea Wealth Management LLC	N/A	—	7,988	-7,988	-100%	$427.1K	—	—	—
Haverford Trust Co	N/A	—	7,961	-7,961	-100%	$425.7K	—	—	—
Whalerock Point Partners, LLC	N/A	—	7,956	-7,956	-100%	$425.4K	—	—	—
Investment Advisory Group, LLC	N/A	—	7,954	-7,954	-100%	$425.3K	—	—	—
Palisades Hudson Asset Management, L.P.	N/A	—	7,939	-7,939	-100%	$424.0K	—	—	—
NorthRock Partners, LLC	N/A	—	7,924	-7,924	-100%	$423.7K	—	—	—
Synergy Investment Management, LLC	N/A	—	7,910	-7,910	-100%	$422.9K	—	—	—
Inspire Advisors, LLC	N/A	—	7,891	-7,891	-100%	$421.9K	—	—	—
Bradley Foster & Sargent Inc	N/A	—	7,881	-7,881	-100%	$421.4K	—	—	—
Prepared Retirement Institute LLC	N/A	—	7,850	-7,850	-100%	$419.7K	—	—	—
Alpha Financial Partners LLC	N/A	—	7,840	-7,840	-100%	$419.2K	—	—	—
Alteri Wealth LLC	N/A	—	7,773	-7,773	-100%	$415.6K	—	—	—
Bard Associates Inc	N/A	—	7,700	-7,700	-100%	$411.7K	—	—	—
Swisher Financial Concepts, Inc.	N/A	—	7,569	-7,569	-100%	$404.7K	—	—	—
PIN OAK Investment Advisors Inc	N/A	—	7,512	-7,512	-100%	$402.0K	—	—	—
Berkshire Asset Management LLC	N/A	—	7,481	-7,481	-100%	$400.0K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	7,460	-7,460	-100%	$398.9K	—	—	—
Fidelis Capital Partners, LLC	N/A	—	7,458	-7,458	-100%	$398.8K	—	—	—
Peak Retirement Planning, Inc.	N/A	—	7,395	-7,395	-100%	$395.4K	—	—	—
Summit Trail Advisors, LLC	N/A	—	7,382	-7,382	-100%	$394.7K	—	—	—
Wealth Advisors of Iowa, LLC	N/A	—	7,375	-7,375	-100%	$394.3K	—	—	—
Buffalo Business & Estate Services LTD	N/A	—	7,305	-7,305	-100%	$390.6K	—	—	—
Ionic Capital Management LLC	N/A	—	7,300	-7,300	-100%	$390.3K	—	—	—
Everpar Advisors LLC	N/A	—	7,160	-7,160	-100%	$382.8K	—	—	—
Smart Money Group LLC	N/A	—	7,101	-7,101	-100%	$379.7K	—	—	—
Tocqueville Asset Management L.P.	N/A	—	7,075	-7,075	-100%	$378.3K	—	—	—
GTS Securities LLC	N/A	—	7,060	-7,060	-100%	$377.5K	—	—	—
Tiaa-Cref Individual & Institutional Services, LLC	N/A	—	7,009	-7,009	-100%	$374.8K	—	—	—
Intellectus Partners, LLC	N/A	—	6,985	-6,985	-100%	$373.5K	—	—	—
Panoramic Investment Advisors, LLC	N/A	—	6,954	-6,954	-100%	$371.8K	—	—	—
Aberdeen Wealth Management LLC	N/A	—	6,825	-6,825	-100%	$364.9K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	6,709	-6,709	-100%	$358.7K	—	—	—
Cannell & Spears LLC	N/A	—	6,665	-6,665	-100%	$356.4K	—	—	—
Madden Advisory Services, Inc.	N/A	—	6,648	-6,648	-100%	$355.5K	—	—	—
Kintra Wealth, LLC	N/A	—	6,643	-6,643	-100%	$386.4K	—	—	—
Schnieders Capital Management, Llc.	N/A	—	6,625	-6,625	-100%	$354.2K	—	—	—
Royal Capital Wealth Management, LLC	N/A	—	6,610	-6,610	-100%	$353.4K	—	—	—
Thompson David Blair	N/A	—	6,598	-6,598	-100%	$352.8K	—	—	—
Maloon Powers Pitre Higgins & Dennehy, LLC	N/A	—	6,553	-6,553	-100%	$350.4K	—	—	—
IMA Advisory Services, Inc.	N/A	—	6,540	-6,540	-100%	$349.7K	—	—	—
Interactive Financial Advisors, Inc.	N/A	—	6,505	-6,505	-100%	$347.9K	—	—	—
IFS Group,LLC	N/A	—	6,441	-6,441	-100%	$344.4K	—	—	—
Legacy Capital Wealth Management, LLC	N/A	—	6,421	-6,421	-100%	$343.3K	—	—	—
Liberty Wealth Management LLC	N/A	—	6,385	-6,385	-100%	$435.1K	—	—	—
Waterloo Capital, L.P.	N/A	—	6,221	-6,221	-100%	$332.6K	—	—	—
Pitcairn Wealth Advisors LLC	N/A	—	6,217	-6,217	-100%	$332.4K	—	—	—
KKM Financial LLC	N/A	—	6,143	-6,143	-100%	$328.5K	—	—	—
Reliant Investment Partners, LLC	N/A	—	6,139	-6,139	-100%	$328.3K	—	—	—
Hollencrest Capital Management	N/A	—	6,137	-6,137	-100%	$328.1K	—	—	—
Resolute Capital, LLC	N/A	—	6,102	-6,102	-100%	$326.3K	—	—	—
Centric Wealth Management	N/A	—	6,077	-6,077	-100%	$400.7K	—	—	—
RB Capital Management, LLC	N/A	—	6,008	-6,008	-100%	$321.2K	—	—	—
Alongside, LLC	N/A	—	5,915	-5,915	-100%	$316.3K	—	—	—
49 Wealth Management, LLC	N/A	—	5,915	-5,915	-100%	$316.3K	—	—	—
M3 Advisory Group, LLC	N/A	—	5,893	-5,893	-100%	$315.1K	—	—	—
Denver Wealth Management, Inc.	N/A	—	5,876	-5,876	-100%	$314.2K	—	—	—
Foster & Motley Inc	N/A	—	5,855	-5,855	-100%	$313.0K	—	—	—
Allied Private Wealth LLC	N/A	—	5,831	-5,831	-100%	$308.1K	—	—	—
Mosaic Family Wealth Partners, LLC	N/A	—	5,822	-5,822	-100%	$311.3K	—	—	—
RIK Saylor Financial, Inc.	N/A	—	5,820	-5,820	-100%	$311.2K	—	—	—
Invst, LLC	N/A	—	5,813	-5,813	-100%	$310.8K	—	—	—
Knollwood Investment Advisory, LLC	N/A	—	5,780	-5,780	-100%	$309.1K	—	—	—
Empower Advisory Group, LLC	N/A	—	5,762	-5,762	-100%	$308.1K	—	—	—
Pettyjohn, Wood & White, Inc	N/A	—	5,650	-5,650	-100%	$302.1K	—	—	—
Meadowbrook Advisors Group, LLC	N/A	—	5,625	-5,625	-100%	$300.8K	—	—	—
XTX Topco Ltd	N/A	—	5,597	-5,597	-100%	$299.3K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	5,528	-5,528	-100%	$295.6K	—	—	—
Seeds Investor LLC	N/A	—	5,466	-5,466	-100%	$292.2K	—	—	—
Cheviot Value Management, LLC	N/A	—	5,430	-5,430	-100%	$290.3K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	5,409	-5,409	-100%	$289.2K	—	—	—
CFO4Life Group, LLC	N/A	—	5,390	-5,390	-100%	$288.2K	—	—	—
Maripau Wealth Management LLC	N/A	—	5,377	-5,377	-100%	$287.5K	—	—	—
Safeguard Investment Advisory Group, LLC	N/A	—	5,355	-5,355	-100%	$286.3K	—	—	—
JT Stratford LLC	N/A	—	5,341	-5,341	-100%	$285.6K	—	—	—
Prostatis Group LLC	N/A	—	5,320	-5,320	-100%	$284.5K	—	—	—
Marble Wealth, LLC	N/A	—	5,285	-5,285	-100%	$282.6K	—	—	—
Bitwise Funds Trust	N/A	—	5,229	-5,229	-100%	$279.6K	—	—	—
Financial Life Planners	N/A	—	5,160	-5,160	-100%	$275.9K	—	—	—
Holistic Financial Partners	N/A	—	5,066	-5,066	-100%	$270.9K	—	—	—
Owen LaRue, LLC	N/A	—	5,040	-5,040	-100%	$269.5K	—	—	—
NorthCoast Asset Management LLC	N/A	—	5,014	-5,014	-100%	$268.1K	—	—	—
Heritage Trust Co	N/A	—	4,936	-4,936	-100%	$263.9K	—	—	—
Hilltop Partners LLC	N/A	—	4,935	-4,935	-100%	$263.9K	—	—	—
Bellars Harris Wealth Management, LLC	N/A	—	4,819	-4,819	-100%	$257.7K	—	—	—
Flow Traders U.S. LLC	N/A	—	4,807	-4,807	-100%	$257.0K	—	—	—
Boreal Capital Management LLC	N/A	—	4,790	-4,790	-100%	$256.1K	—	—	—
Laidlaw Wealth Management LLC	N/A	—	4,772	-4,772	-100%	$255.2K	—	—	—
Hunter Perkins Capital Management, LLC	N/A	—	4,763	-4,763	-100%	$255	—	—	—
Castle Wealth Management LLC	N/A	—	4,724	-4,724	-100%	$252.6K	—	—	—
Bannerstone Capital Management, LLC	N/A	—	4,715	-4,715	-100%	$252.1K	—	—	—
Petra Financial Advisors Inc	N/A	—	4,712	-4,712	-100%	$252.0K	—	—	—
Members Trust Co	N/A	—	4,671	-4,671	-100%	$249.8K	—	—	—
Wellington-Altus USA Inc.	N/A	—	4,632	-4,632	-100%	$315.6K	—	—	—
North Star Asset Management Inc	N/A	—	4,555	-4,555	-100%	$243.6K	—	—	—
360 Financial, Inc.	N/A	—	4,554	-4,554	-100%	$243.5K	—	—	—
Rothschild Wealth LLC	N/A	—	4,551	-4,551	-100%	$243.3K	—	—	—
Sankala Group LLC	N/A	—	4,501	-4,501	-100%	$259.4K	—	—	—
Norris Financial Group, LLC	N/A	—	4,499	-4,499	-100%	$240.6K	—	—	—
Drive Wealth Management, LLC	N/A	—	4,426	-4,426	-100%	$236.7K	—	—	—
Cedrus Wealth Group LLC	N/A	—	4,424	-4,424	-100%	$236.6K	—	—	—
Ritter Daniher Financial Advisory LLC / de	N/A	—	4,363	-4,363	-100%	$233.3K	—	—	—
Quotient Wealth Partners, LLC	N/A	—	4,363	-4,363	-100%	$233.3K	—	—	—
Astoria Portfolio Advisors Llc.	N/A	—	4,303	-4,303	-100%	$230.1K	—	—	—
Marathon Trading Investment Management LLC	N/A	—	4,289	-4,289	-100%	$229.3K	—	—	—
Birchcreek Wealth Management, LLC	N/A	—	4,285	-4,285	-100%	$229.1K	—	—	—
Dopkins Wealth Management, LLC	N/A	—	4,235	-4,235	-100%	$226.4K	—	—	—
American Financial Advisors, LLC	N/A	—	4,228	-4,228	-100%	$226.1K	—	—	—
Allianz SE	N/A	—	4,153	-4,153	-100%	$222.1K	—	—	—
Charter Research & Investment Group, Inc.	N/A	—	4,140	-4,140	-100%	$221.4K	—	—	—
SHP Wealth Management	N/A	—	4,091	-4,091	-100%	$218.7K	—	—	—
WealthShield Partners, LLC	N/A	—	4,053	-4,053	-100%	$216.7K	—	—	—
Barnes Wealth Management Group, Inc	N/A	—	4,034	-4,034	-100%	$215.7K	—	—	—
Garden State Investment Advisory Services LLC	N/A	—	3,997	-3,997	-100%	$213.7K	—	—	—
Pure Financial Advisors, LLC	N/A	—	3,993	-3,993	-100%	$213.5K	—	—	—
BTG Pactual Asset Management US LLC	N/A	—	3,986	-3,986	-100%	$213.1K	—	—	—
Strait & Sound Wealth Management LLC	N/A	—	3,877	-3,877	-100%	$207.3K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	3,798	-3,798	-100%	$1.3M	—	—	—
Orion Capital Management LLC	N/A	—	3,689	-3,689	-100%	$197.3K	—	—	—
Retirement Income Solutions, Inc	N/A	—	3,615	-3,615	-100%	$246.3K	—	—	—
Hantz Financial Services, Inc.	N/A	—	3,516	-3,516	-100%	$188.0K	—	—	—
Westfuller Advisors, LLC	N/A	—	3,510	-3,510	-100%	$187.7K	—	—	—
Heritage Wealth Advisors	N/A	—	3,417	-3,417	-100%	$182.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	3,327	-3,327	-100%	$177.9K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	3,321	-3,321	-100%	$177.6K	—	—	—
Forum Finance Group S.A.	N/A	—	3,277	-3,277	-100%	$142	—	—	—
Avalon Trust Co	N/A	—	3,179	-3,179	-100%	$170.0K	—	—	—
Colonial Trust Advisors	N/A	—	3,050	-3,050	-100%	$163.1K	—	—	—
Johnson Financial Group, Inc.	N/A	—	2,930	-2,930	-100%	$156.7K	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	2,827	-2,827	-100%	$151.2K	—	—	—
MRP Capital Investments, LLC	N/A	—	2,800	-2,800	-100%	$149.7K	—	—	—
Luminist Capital LLC	N/A	—	2,665	-2,665	-100%	$142.5K	—	—	—
Dunhill Financial, LLC	N/A	—	2,652	-2,652	-100%	$141.8K	—	—	—
HHM Wealth Advisors, LLC	N/A	—	2,376	-2,376	-100%	$127.0K	—	—	—
Truvestments Capital LLC	N/A	—	2,200	-2,200	-100%	$117.6K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	2,125	-2,125	-100%	$113.6K	—	—	—
Capital Analysts, LLC	N/A	—	2,105	-2,105	-100%	$101.0K	—	—	—
Motco	N/A	—	2,065	-2,065	-100%	$110.4K	—	—	—
Cutler Capital Management, LLC	N/A	—	2,038	-2,038	-100%	$109.0K	—	—	—
Monetary Management Group Inc	N/A	—	2,000	-2,000	-100%	$106.9K	—	—	—
Horizon Investments, LLC	N/A	—	1,787	-1,787	-100%	$95.6K	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	1,768	-1,768	-100%	$94.5K	—	—	—
Kayne Anderson Rudnick Investment Management LLC	N/A	—	1,745	-1,745	-100%	$92.8K	—	—	—
Turim 21 Investimentos Ltda.	N/A	—	1,675	-1,675	-100%	$89.6K	—	—	—
DV Trading LLC	N/A	—	1,651	-1,651	-100%	$54.5K	—	—	—
JTC Employer Solutions Trustee Ltd	N/A	—	1,575	-1,575	-100%	$84.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,571	-1,571	-100%	$82.8K	—	—	—
Pingora Partners LLC	N/A	—	1,430	-1,430	-100%	$76.5K	—	—	—
Bank of the Bluegrass & Trust Co.	N/A	—	1,392	-1,392	-100%	$75.9K	—	—	—
Greykasell Wealth Strategies, Inc.	N/A	—	1,375	-1,375	-100%	$73.5K	—	—	—
Atomic Invest LLC	N/A	—	1,345	-1,345	-100%	$70.9K	—	—	—
Proffitt & Goodson Inc	N/A	—	1,320	-1,320	-100%	$70.6K	—	—	—
Colonial Trust Co / SC	N/A	—	1,234	-1,234	-100%	$66.0K	—	—	—
Webster Bank, N. A.	N/A	—	1,145	-1,145	-100%	$61.2K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	1,144	-1,144	-100%	$137.8K	—	—	—
Dogwood Wealth Management LLC	N/A	—	1,128	-1,128	-100%	$60.3K	—	—	—
Basepoint Wealth LLC	N/A	—	1,089	-1,089	-100%	$58.2K	—	—	—
Graney & King, LLC	N/A	—	1,005	-1,005	-100%	$53.7K	—	—	—
Hurricane Capital Advisors LLC	N/A	—	1,004	-1,004	-100%	$53.7K	—	—	—
Evelyn Partners Group Ltd	N/A	—	970	-970	-100%	$51.9K	—	—	—
Napier Financial, LLC	N/A	—	957	-957	-100%	$51.2K	—	—	—
Crews Bank & Trust	N/A	—	950	-950	-100%	$50.8K	—	—	—
Dimension Capital Management LLC	N/A	—	884	-884	-100%	$47.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	854	-854	-100%	$45.7K	—	—	—
Darwin Wealth Management, LLC	N/A	—	840	-840	-100%	$44.9K	—	—	—
Meramec Financial Planners, LLC	N/A	—	794	-794	-100%	$42.0K	—	—	—
Nova Wealth Management, Inc.	N/A	—	750	-750	-100%	$40.1K	—	—	—
Crewe Advisors LLC	N/A	—	729	-729	-100%	$39.0K	—	—	—
SouthState Bank Corp	N/A	—	641	-641	-100%	$34.3K	—	—	—
LRI Investments, LLC	N/A	—	638	-638	-100%	$34.1K	—	—	—
Swan Capital LLC	N/A	—	615	-615	-100%	$32.9K	—	—	—
Alerus Financial NA	N/A	—	608	-608	-100%	$32.5K	—	—	—
Tradewinds, Llc.	N/A	—	604	-604	-100%	$364.1K	—	—	—
Ameriflex Group, Inc.	N/A	—	591	-591	-100%	$31.6K	—	—	—
BOK Financial Private Wealth, Inc.	N/A	—	535	-535	-100%	$28.6K	—	—	—
Corsicana & Co.	N/A	—	500	-500	-100%	$26.7K	—	—	—
Broadwater Capital Management LLC	N/A	—	481	-481	-100%	$25.7K	—	—	—
Prestige Wealth Management Group LLC	N/A	—	480	-480	-100%	$25.7K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	467	-467	-100%	$25.0K	—	—	—
South Plains Financial, Inc.	N/A	—	467	-467	-100%	$25.0K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	404	-404	-100%	$21.6K	—	—	—
CVA Family Office, LLC	N/A	—	353	-353	-100%	$18.9K	—	—	—
Tiaa Trust, National Association	N/A	—	350	-350	-100%	$18.7K	—	—	—
Silicon Valley Capital Partners	N/A	—	348	-348	-100%	$18.6K	—	—	—
Front Row Advisors LLC	N/A	—	345	-345	-100%	$20.2K	—	—	—
Delta Asset Management LLC	N/A	—	330	-330	-100%	$17.6K	—	—	—
HM Payson & Co	N/A	—	322	-322	-100%	$17.2K	—	—	—
Game Plan Financial Advisors, LLC	N/A	—	300	-300	-100%	$16.0K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	300	-300	-100%	$16.0K	—	—	—
Abound Financial, LLC	N/A	—	271	-271	-100%	$14.5K	—	—	—
Seneschal Advisors, LLC	N/A	—	255	-255	-100%	$13.6K	—	—	—
Leo H. Evart, Inc.	N/A	—	208	-208	-100%	$11.1K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	200	-200	-100%	$10.7K	—	—	—
Edmond de Rothschild Holding S.A.	N/A	—	200	-200	-100%	$10.7K	—	—	—
Steigerwald, Gordon & Koch Inc.	N/A	—	193	-193	-100%	$10.3K	—	—	—
Prosperity Bancshares Inc	N/A	—	187	-187	-100%	$10.0K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	159	-159	-100%	$8.5K	—	—	—
GeoWealth Management, LLC	N/A	—	159	-159	-100%	$8.5K	—	—	—
Harborfront Financial Group LLC	N/A	—	117	-117	-100%	$6.3K	—	—	—
Cbiz Investment Advisory Services, LLC	N/A	—	117	-117	-100%	$8.0K	—	—	—
Core Capital Management & Research, inc.	N/A	—	110	-110	-100%	$6.9K	—	—	—
ST Germain D J Co Inc	N/A	—	100	-100	-100%	$5.3K	—	—	—
CNB Bank	N/A	—	97	-97	-100%	$5.2K	—	—	—
Strive Financial Group,LLC	N/A	—	95	-95	-100%	$5.1K	—	—	—
Purpose Unlimited Inc.	N/A	—	89	-89	-100%	$4.8K	—	—	—
Ankerstar Wealth, LLC	N/A	—	89	-89	-100%	$4.8K	—	—	—
PlanVest Financial, Inc	N/A	—	89	-89	-100%	$4.8K	—	—	—
Lummis Asset Management, LP	N/A	—	85	-85	-100%	$4.5K	—	—	—
Bernard Wealth Management Corp.	N/A	—	80	-80	-100%	$4.3K	—	—	—
Pinney & Scofield, Inc.	N/A	—	80	-80	-100%	$4.3K	—	—	—
Anchor Investment Management, LLC	N/A	—	80	-80	-100%	$4.3K	—	—	—
JPL Wealth Management, LLC	N/A	—	74	-74	-100%	$4.0K	—	—	—
Brown Brothers Harriman & Co	N/A	—	70	-70	-100%	$3.7K	—	—	—
Tidemark, LLC	N/A	—	69	-69	-100%	$3.7K	—	—	—
Cypress Capital Management LLC (WY)	N/A	—	50	-50	-100%	$2.7K	—	—	—
Burnham & Co LLC	N/A	—	50	-50	-100%	$2.7K	—	—	—
Tripletail Wealth Management, LLC	N/A	—	30	-30	-100%	$1.7K	—	—	—
Kerr Financial Planning Corp	N/A	—	13	-13	-100%	$696	—	—	—
VSM Wealth Advisory, LLC	N/A	—	12	-12	-100%	$642	—	—	—
Financial Avengers, Inc.	N/A	—	10	-10	-100%	$535	—	—	—
Gould Capital, LLC	N/A	—	8	-8	-100%	$428	—	—	—

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