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Ishares Bitcoin Trust ETF (IBIT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Neos Investment Management LLC
INCREASED
Shares5,833,900 from 5,424,563
Change+409,337 (+8%)
Value$276.2M (+$95.6M)
Filed 2026-11-04
Mariner Investment Group LLC
UNCHANGED
Shares3,129,352 from 3,129,352
Change0 (0%)
Value$148.1M (+$44.0M)
Filed 2026-11-04
Pilgrim Partners Asia Pte Ltd
INCREASED
Shares2,607,600 from 1,822,300
Change+785,300 (+43%)
Value$123.4M (+$62.8M)
Filed 2026-10-29
SigFig Wealth Management, LLC
NEW
Shares1,561,945
Change+1,561,945
Value$73.9M
Filed 2026-10-07
Imc-Chicago, LLC
NEW
Shares1,417,780
Change+1,417,780
Value$67.1M
Filed 2026-11-05
Garda Capital Partners LP
NEW
Shares891,325
Change+891,325
Value$42.2M
Filed 2026-11-04
Acorn Financial Advisory Services Inc
INCREASED
Shares872,682 from 849,344
Change+23,338 (+3%)
Value$41.3M (+$13.0M)
Filed 2026-11-02
Allen Investment Management, LLC
DECREASED
Shares744,268 from 764,433
Change-20,165 (-3%)
Value$35.2M (+$9.8M)
Filed 2026-11-03
Ppsc Investment Service Corp
INCREASED
Shares698,688 from 626,000
Change+72,688 (+12%)
Value$33.1M (+$12.2M)
Filed 2026-10-27
Allen Operations LLC
UNCHANGED
Shares670,200 from 670,200
Change0 (0%)
Value$31.7M (+$9.4M)
Filed 2026-11-03
Oxler Private Wealth LLC
INCREASED
Shares621,269 from 616,514
Change+4,755 (+1%)
Value$29.4M (+$8.9M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares598,271 from 777,097
Change-178,826 (-23%)
Value$28.3K (-$25.8M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares552,591 from 603,466
Change-50,875 (-8%)
Value$26.2M (+$6.1M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares521,144 from 347,114
Change+174,030 (+50%)
Value$24.7M (+$13.1M)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares504,497 from 539,731
Change-35,234 (-7%)
Value$23.9M (+$5.9M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares482,486 from 447,072
Change+35,414 (+8%)
Value$22.8M (+$8.0M)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares462,060 from 353,250
Change+108,810 (+31%)
Value$21.9M (+$10.1M)
Filed 2026-11-05
Steel Grove Capital Advisors, LLC
INCREASED
Shares452,645 from 452,615
Change+30 (+0%)
Value$21.4M (+$6.4M)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares422,761 from 403,891
Change+18,870 (+5%)
Value$20.0M (+$6.6M)
Filed 2026-10-21
J. Safra Sarasin Holding AG
INCREASED
Shares405,526 from 386,750
Change+18,776 (+5%)
Value$17.3M (+$3.3M)
Filed 2026-10-26
Lido Advisors, LLC
INCREASED
Shares391,995 from 302,055
Change+89,940 (+30%)
Value$18.6M (+$8.5M)
Filed 2026-11-04
Ritholtz Wealth Management
INCREASED
Shares369,440 from 365,810
Change+3,630 (+1%)
Value$17.5M (+$5.3M)
Filed 2026-11-05
Simplify Asset Management Inc.
DECREASED
Shares357,300 from 486,900
Change-129,600 (-27%)
Value$16.9M (+$705.7K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares346,943 from 301,285
Change+45,658 (+15%)
Value$16.4M (+$6.4M)
Filed 2026-11-02
Verde Servicos Internacionais S.A.
UNCHANGED
Shares330,094 from 330,094
Change0 (0%)
Value$15.6K (-$11.0M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares321,471 from 246,379
Change+75,092 (+30%)
Value$14.9M (+$5.9M)
Filed 2026-10-13
Wolverine Asset Management LLC
INCREASED
Shares303,022 from 5,080
Change+297,942 (+5865%)
Value$14.3M (+$14.2M)
Filed 2026-11-02
BigSur Wealth Management LLC
DECREASED
Shares290,731 from 297,451
Change-6,720 (-2%)
Value$13.8M (+$3.9M)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares280,913 from 208,005
Change+72,908 (+35%)
Value$13.3M (+$6.4M)
Filed 2026-10-29
Proathlete Wealth Management LLC
INCREASED
Shares277,966 from 232,293
Change+45,673 (+20%)
Value$13.2M (+$5.5M)
Filed 2026-10-15
SteelPeak Wealth, LLC
INCREASED
Shares264,685 from 55,778
Change+208,907 (+375%)
Value$12.5M (+$10.7M)
Filed 2026-10-16
VCI Wealth Management LLC
INCREASED
Shares255,684 from 247,831
Change+7,853 (+3%)
Value$12.1M (+$3.9M)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED
Shares245,678 from 223,501
Change+22,177 (+10%)
Value$11.6M (+$4.2M)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
DECREASED
Shares242,256 from 309,856
Change-67,600 (-22%)
Value$11.5K (+$1.2K)
Filed 2026-10-27
Sara-Bay Financial
DECREASED
Shares238,748 from 239,691
Change-943 (0%)
Value$11.3M (+$3.3M)
Filed 2026-10-21
Franchise GP Ltd
DECREASED
Shares231,433 from 249,996
Change-18,563 (-7%)
Value$11.0M (+$2.6M)
Filed 2026-10-16
Belvedere Trading LLC
DECREASED
Shares230,187 from 357,726
Change-127,539 (-36%)
Value$10.9M (-$1.0M)
Filed 2026-11-05
Bayshore Capital Advisors, LLC
INCREASED
Shares228,200 from 227,859
Change+341 (+0%)
Value$10.8M (+$3.2M)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares223,840 from 138,705
Change+85,135 (+61%)
Value$10.6M (+$6.0M)
Filed 2026-10-13
Encompass More Asset Management
DECREASED
Shares223,488 from 468,282
Change-244,794 (-52%)
Value$10.6M (-$5.0M)
Filed 2026-10-16
Sjbenen Advisory, LLC
UNCHANGED
Shares222,000 from 222,000
Change0 (0%)
Value$10.7M (+$3.2M)
Filed 2026-10-19
All-Stars Investment Ltd
DECREASED
Shares218,300 from 272,800
Change-54,500 (-20%)
Value$10.3M (+$1.3M)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares216,723 from 250,250
Change-33,527 (-13%)
Value$10.3M (+$1.9M)
Filed 2026-10-21
Atlatl Advisers LLC
INCREASED
Shares213,146 from 2,232
Change+210,914 (+9450%)
Value$10.1M (+$10.0M)
Filed 2026-10-22
Brown University
UNCHANGED
Shares212,500 from 212,500
Change0 (0%)
Value$10.1M (+$3.0M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares208,543 from 196,745
Change+11,798 (+6%)
Value$9.9M (+$3.3M)
Filed 2026-10-08
Riversedge Advisors, LLC
DECREASED
Shares206,895 from 218,175
Change-11,280 (-5%)
Value$9.8M (+$2.5M)
Filed 2026-10-09
Pekin Hardy Strauss, Inc.
INCREASED
Shares196,838 from 178,111
Change+18,727 (+11%)
Value$9.3M (+$3.4M)
Filed 2026-11-02
Evolution Wealth Advisors, LLC
INCREASED
Shares196,311 from 185,593
Change+10,718 (+6%)
Value$9.3M (+$3.1M)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares180,579 from 175,418
Change+5,161 (+3%)
Value$8.5M (+$2.7M)
Filed 2026-11-05
Titleist Asset Management, LLC
DECREASED
Shares172,558 from 175,645
Change-3,087 (-2%)
Value$8.2M (+$2.3M)
Filed 2026-10-08
Sapient Capital LLC
DECREASED
Shares170,192 from 174,222
Change-4,030 (-2%)
Value$8.1M (+$2.3M)
Filed 2026-10-08
Capelight Capital Asset Management LP
NEW
Shares170,000
Change+170,000
Value$8.0M
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares167,954 from 161,230
Change+6,724 (+4%)
Value$8.0M (+$2.6M)
Filed 2026-10-30
Sovran Advisors, LLC
INCREASED
Shares162,407 from 153,626
Change+8,781 (+6%)
Value$7.4M (+$1.9M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares162,072 from 85,282
Change+76,790 (+90%)
Value$7.7M (+$4.8M)
Filed 2026-11-05
Compass Ion Advisors, LLC
DECREASED
Shares150,206 from 154,390
Change-4,184 (-3%)
Value$7.1M (+$2.0M)
Filed 2026-10-23
Cranbrook Wealth Management, LLC
DECREASED
Shares146,781 from 146,853
Change-72 (0%)
Value$6.9M (+$2.1M)
Filed 2026-10-28
Shade Tree Advisors LLC
INCREASED
Shares145,410 from 74,448
Change+70,962 (+95%)
Value$6.9M (+$4.4M)
Filed 2026-10-22
Brookstone Capital Management
DECREASED
Shares145,346 from 158,875
Change-13,529 (-9%)
Value$6.9M (+$1.6M)
Filed 2026-10-22
Upper Left Wealth Management, LLC
DECREASED
Shares143,923 from 163,550
Change-19,627 (-12%)
Value$6.8M (+$1.4M)
Filed 2026-10-14
Yarbrough Capital, LLC
UNCHANGED
Shares142,284 from 142,284
Change0 (0%)
Value$6.7M (+$2.0M)
Filed 2026-10-19
Bellecapital International Ltd.
INCREASED
Shares138,462 from 128,714
Change+9,748 (+8%)
Value$6.6M (+$2.3M)
Filed 2026-10-21
Capital Wealth Alliance, LLC
INCREASED
Shares137,916 from 103,881
Change+34,035 (+33%)
Value$6.5M (+$3.1M)
Filed 2026-10-20
Axxcess Wealth Management, LLC
DECREASED
Shares134,739 from 154,258
Change-19,519 (-13%)
Value$6.4M (+$1.2M)
Filed 2026-10-21
Sepio Capital, LP
INCREASED
Shares133,496 from 37,955
Change+95,541 (+252%)
Value$6.3M (+$5.1M)
Filed 2026-10-22
Quattro Financial Advisors LLC
DECREASED
Shares132,107 from 196,976
Change-64,869 (-33%)
Value$6.3M (-$303.4K)
Filed 2026-10-15
Secure Asset Management, LLC
INCREASED
Shares131,735 from 122,957
Change+8,778 (+7%)
Value$6.2M (+$2.1M)
Filed 2026-10-19
Partners Wealth Management, LLC
NEW
Shares130,042
Change+130,042
Value$6.2M
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED
Shares129,962 from 104,150
Change+25,812 (+25%)
Value$6.2M (+$2.7M)
Filed 2026-10-23
Mission Wealth Management, LP
DECREASED
Shares125,491 from 135,123
Change-9,632 (-7%)
Value$5.9M (+$1.4M)
Filed 2026-10-15
Trek Financial, LLC
DECREASED
Shares124,559 from 193,675
Change-69,116 (-36%)
Value$5.9M (-$550.8K)
Filed 2026-10-29
Forte Asset Management LLC
DECREASED
Shares124,186 from 164,770
Change-40,584 (-25%)
Value$5.9M (+$393.8K)
Filed 2026-10-13
Jessup Wealth Management, Inc
NEW
Shares123,330
Change+123,330
Value$5.8M
Filed 2026-10-20
New Capital Management LP
INCREASED
Shares121,017 from 119,587
Change+1,430 (+1%)
Value$5.7M (+$1.7M)
Filed 2026-10-29
Larson Financial Group LLC
INCREASED
Shares118,828 from 114,699
Change+4,129 (+4%)
Value$5.6M (+$1.8M)
Filed 2026-11-05
Epiq Partners, LLC
DECREASED
Shares118,767 from 119,164
Change-397 (0%)
Value$5.6M (+$1.7M)
Filed 2026-10-07
MGO One Seven LLC
DECREASED
Shares117,359 from 120,055
Change-2,696 (-2%)
Value$5.6M (+$1.6M)
Filed 2026-10-28
Alliance Wealth Advisors, LLC
INCREASED
Shares114,630 from 108,601
Change+6,029 (+6%)
Value$5.4M (+$1.8M)
Filed 2026-10-28
T3 Companies, LLC
INCREASED
Shares114,103 from 29,856
Change+84,247 (+282%)
Value$5.4M (+$4.4M)
Filed 2026-10-22
Financial Enhancement Group LLC
INCREASED
Shares114,027 from 111,245
Change+2,782 (+3%)
Value$5.4M (+$1.7M)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
INCREASED
Shares113,799 from 58,131
Change+55,668 (+96%)
Value$5.4M (+$3.5M)
Filed 2026-10-21
Brown Wealth Management, LLC
INCREASED
Shares113,237 from 101,356
Change+11,881 (+12%)
Value$5.4M (+$2.0M)
Filed 2026-10-20
Foundation Wealth Management, LLC
INCREASED
Shares113,077 from 108,535
Change+4,542 (+4%)
Value$5.4M (+$1.7M)
Filed 2026-10-22
Affinity Wealth LLC
INCREASED
Shares112,208 from 108,123
Change+4,085 (+4%)
Value$5.2M (+$1.6M)
Filed 2026-11-03
Meitav Investment House LTD
DECREASED
Shares110,975 from 111,670
Change-695 (-1%)
Value$5.3M (+$1.5M)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
DECREASED
Shares107,818 from 113,748
Change-5,930 (-5%)
Value$5.1M (+$1.3M)
Filed 2026-10-13
San Luis Wealth Advisors LLC
INCREASED
Shares107,052 from 105,692
Change+1,360 (+1%)
Value$5.1M (+$1.5M)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
DECREASED
Shares105,721 from 108,126
Change-2,405 (-2%)
Value$5.0M (+$1.4M)
Filed 2026-10-30
NTV Asset Management LLC
INCREASED
Shares105,651 from 100,141
Change+5,510 (+6%)
Value$5.0M (+$1.7M)
Filed 2026-10-23
AlphaStar Capital Management, LLC
DECREASED
Shares103,425 from 121,051
Change-17,626 (-15%)
Value$4.9M (+$866.4K)
Filed 2026-10-16
Traphagen Investment Advisors LLC
INCREASED
Shares102,089 from 90,532
Change+11,557 (+13%)
Value$4.8M (+$1.8M)
Filed 2026-10-14
Kachkovsky & Fisher, Inc.
INCREASED
Shares100,974 from 97,518
Change+3,456 (+4%)
Value$4.8M (+$1.5M)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares100,694 from 100,108
Change+586 (+1%)
Value$4.8M (+$1.4M)
Filed 2026-11-04
Bull Oak Capital, LLC
DECREASED
Shares100,138 from 100,750
Change-612 (-1%)
Value$4.7M (+$1.4M)
Filed 2026-10-23
Park Avenue Securities LLC
INCREASED
Shares99,375 from 88,316
Change+11,059 (+13%)
Value$4.7K (-$2.9M)
Filed 2026-10-26
Gradient Investments LLC
INCREASED
Shares97,921 from 94,782
Change+3,139 (+3%)
Value$4.6M (+$1.5M)
Filed 2026-10-08
Apeiron RIA LLC
INCREASED
Shares95,945 from 82,881
Change+13,064 (+16%)
Value$4.6M (+$1.8M)
Filed 2026-10-08
Tactive Advisors, LLC
INCREASED
Shares95,279 from 90,948
Change+4,331 (+5%)
Value$4.5M (+$1.5M)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
DECREASED
Shares93,467 from 103,456
Change-9,989 (-10%)
Value$4.4M (+$980.7K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares93,450 from 82,603
Change+10,847 (+13%)
Value$4.4M (+$1.7M)
Filed 2026-10-15
HB Wealth Management, LLC
DECREASED
Shares91,422 from 96,744
Change-5,322 (-5%)
Value$4.3M (+$1.1M)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares89,496 from 108,852
Change-19,356 (-18%)
Value$4.2M (+$613.0K)
Filed 2026-10-27
Amtrust Financial Services, Inc.
UNCHANGED
Shares88,500 from 88,500
Change0 (0%)
Value$4.2M (+$1.2M)
Filed 2026-10-19
Finer Wealth Management, Inc.
INCREASED
Shares88,444 from 82,763
Change+5,681 (+7%)
Value$4.2M (+$1.4M)
Filed 2026-10-16
Valeo Financial Advisors, LLC
INCREASED
Shares87,371 from 83,505
Change+3,866 (+5%)
Value$4.1M (+$1.4M)
Filed 2026-10-08
Aprio Wealth Management, LLC
DECREASED
Shares87,359 from 103,602
Change-16,243 (-16%)
Value$4.1M (+$686.7K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares86,235 from 90,878
Change-4,643 (-5%)
Value$4.1M (+$1.1M)
Filed 2026-10-16
Visionary Wealth Advisors
DECREASED
Shares84,589 from 92,176
Change-7,587 (-8%)
Value$4.0M (+$935.9K)
Filed 2026-11-04
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares84,562 from 10,710
Change+73,852 (+690%)
Value$4.0M (+$3.6M)
Filed 2026-10-30
Investment Partners, Ltd.
INCREASED
Shares84,235 from 42,162
Change+42,073 (+100%)
Value$4.0M (+$2.6M)
Filed 2026-10-29
Cobblestone Asset Management LLC
INCREASED
Shares84,052 from 80,762
Change+3,290 (+4%)
Value$4.0M (+$1.3M)
Filed 2026-10-13
GR Financial Group, LLC
INCREASED
Shares83,972 from 34,791
Change+49,181 (+141%)
Value$4.0M (+$2.8M)
Filed 2026-10-27
Abacus Planning Group, Inc.
UNCHANGED
Shares83,475 from 83,475
Change0 (0%)
Value$4.0M (+$1.2M)
Filed 2026-11-02
Avestar Capital, LLC
DECREASED
Shares82,921 from 118,841
Change-35,920 (-30%)
Value$3.9M (-$30.7K)
Filed 2026-10-28
Jackson Square Capital, LLC
NEW
Shares82,516
Change+82,516
Value$3.9M
Filed 2026-10-19
Udine Wealth Management, Inc.
INCREASED
Shares82,369 from 77,614
Change+4,755 (+6%)
Value$3.9M (+$1.3M)
Filed 2026-10-23
Wakefield Asset Management Lllp
INCREASED
Shares80,475 from 64,210
Change+16,265 (+25%)
Value$3.8M (+$1.7M)
Filed 2026-11-05
Sageworth Trust Co
DECREASED
Shares80,108 from 96,589
Change-16,481 (-17%)
Value$3.8M (+$576.9K)
Filed 2026-10-30
Strong Retirement Solutions LLC
NEW
Shares79,890
Change+79,890
Value$3.8M
Filed 2026-10-07
Corecam Pte. Ltd.
DECREASED
Shares79,400 from 205,300
Change-125,900 (-61%)
Value$3.8M (-$3.1M)
Filed 2026-10-23
Sentinel Trust Co LBA
NEW
Shares78,793
Change+78,793
Value$3.7M
Filed 2026-11-03
Gainplan LLC
DECREASED
Shares78,410 from 79,748
Change-1,338 (-2%)
Value$3.7M (+$1.1M)
Filed 2026-10-09
NavPoint Financial, Inc.
INCREASED
Shares77,406 from 77,204
Change+202 (+0%)
Value$3.7M (+$1.1M)
Filed 2026-10-21
Broussard Financial Group LLC
INCREASED
Shares76,530 from 64,970
Change+11,560 (+18%)
Value$3.6M (+$1.5M)
Filed 2026-10-26
Vista Investment Partners II, LLC
INCREASED
Shares75,669 from 70,761
Change+4,908 (+7%)
Value$3.6M (+$1.2M)
Filed 2026-10-15
Transcendent Capital Group LLC
INCREASED
Shares75,309 from 73,163
Change+2,146 (+3%)
Value$3.6M (+$1.1M)
Filed 2026-10-28
Phraction Management LLC
UNCHANGED
Shares75,200 from 75,200
Change0 (0%)
Value$3.6M (+$1.1M)
Filed 2026-10-14
Garde Capital, Inc.
INCREASED
Shares75,178 from 75,113
Change+65 (+0%)
Value$3.6M (+$1.1M)
Filed 2026-10-29
Sharkey, Howes & Javer
INCREASED
Shares73,729 from 72,376
Change+1,353 (+2%)
Value$3.5M (+$1.1M)
Filed 2026-10-22
Total Investment Management Inc
DECREASED
Shares73,598 from 77,396
Change-3,798 (-5%)
Value$3.5M (+$725.7K)
Filed 2026-10-22
McAdam, LLC
INCREASED
Shares73,433 from 23,001
Change+50,432 (+219%)
Value$3.5M (+$2.7M)
Filed 2026-10-21
Element Pointe Advisors, LLC
DECREASED
Shares72,570 from 92,524
Change-19,954 (-22%)
Value$3.4M (+$355.3K)
Filed 2026-10-21
Integral Investment Advisors, Inc.
DECREASED
Shares71,769 from 73,248
Change-1,479 (-2%)
Value$3.4M (+$959.1K)
Filed 2026-11-03
Hippocratic Financial Advisors, LLC
INCREASED
Shares71,626 from 66,816
Change+4,810 (+7%)
Value$3.4M (+$1.2M)
Filed 2026-10-13
Howard Capital Management, LLC
UNCHANGED
Shares71,288 from 71,288
Change0 (0%)
Value$3.4M (+$1.0M)
Filed 2026-10-16
Cowa, LLC
NEW
Shares71,131
Change+71,131
Value$3.4M
Filed 2026-10-30
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares70,375 from 70,355
Change+20 (+0%)
Value$3.3M (+$989.4K)
Filed 2026-10-29
Regent Peak Wealth Advisors LLC
INCREASED
Shares68,721 from 66,277
Change+2,444 (+4%)
Value$3.3M (+$1.0M)
Filed 2026-10-13
Compass Financial Management LLC
INCREASED
Shares68,657 from 65,417
Change+3,240 (+5%)
Value$3.3M (+$1.0M)
Filed 2026-10-30
Altura Wealth Advisors Inc.
INCREASED
Shares68,410 from 60,443
Change+7,967 (+13%)
Value$3.2M (+$1.2M)
Filed 2026-10-22
Perigon Wealth Management, LLC
DECREASED
Shares68,019 from 82,976
Change-14,957 (-18%)
Value$3.2M (+$457.7K)
Filed 2026-10-22
Equitable Trust Co
INCREASED
Shares66,940 from 61,395
Change+5,545 (+9%)
Value$3.2M (+$1.1M)
Filed 2026-10-13
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares66,575 from 55,140
Change+11,435 (+21%)
Value$3.1M (+$1.3M)
Filed 2026-10-20
Matauro, LLC
DECREASED
Shares66,277 from 69,508
Change-3,231 (-5%)
Value$3.1M (+$823.6K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares65,778 from 67,445
Change-1,667 (-2%)
Value$3.0M (+$551.3K)
Filed 2026-10-27
Bison Wealth, LLC
INCREASED
Shares64,638 from 56,533
Change+8,105 (+14%)
Value$3.0M (+$987.0K)
Filed 2026-10-13
Verde Capital Management
DECREASED
Shares63,883 from 68,668
Change-4,785 (-7%)
Value$3.0M (+$738.3K)
Filed 2026-10-28
GFS Advisors, LLC
INCREASED
Shares63,658 from 61,914
Change+1,744 (+3%)
Value$3.0M (-$4.1M)
Filed 2026-11-03
Columbus Macro, LLC
INCREASED
Shares63,506 from 49,446
Change+14,060 (+28%)
Value$3.0M (+$1.4M)
Filed 2026-10-14
Unique Wealth, LLC
DECREASED
Shares62,887 from 63,841
Change-954 (-1%)
Value$3.0M (+$851.8K)
Filed 2026-10-16
Citizens Financial Group Inc
INCREASED
Shares62,193 from 55,720
Change+6,473 (+12%)
Value$2.9M (+$1.1M)
Filed 2026-10-23
Avid Wealth Partners LLC
DECREASED
Shares61,607 from 63,747
Change-2,140 (-3%)
Value$2.9M (+$794.3K)
Filed 2026-11-03
Wealth Management Partners, LLC
INCREASED
Shares61,409 from 11,845
Change+49,564 (+418%)
Value$2.9M (+$2.5M)
Filed 2026-10-21
Pettinga Financial Advisors LLC
DECREASED
Shares60,695 from 140,187
Change-79,492 (-57%)
Value$2.9M (-$1.8M)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares60,548 from 46,652
Change+13,896 (+30%)
Value$2.9M (+$1.3M)
Filed 2026-10-13
Cora Capital Advisors LLC
INCREASED
Shares59,899 from 41,578
Change+18,321 (+44%)
Value$2.8M (+$1.5M)
Filed 2026-11-02
Blue Square Asset Management, LLC
INCREASED
Shares59,456 from 46,534
Change+12,922 (+28%)
Value$2.8M (+$1.3M)
Filed 2026-11-02
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares58,491 from 69,483
Change-10,992 (-16%)
Value$2.8M (+$455.9K)
Filed 2026-11-03
Kingstone Capital Partners Texas, LLC
DECREASED
Shares58,041 from 61,454
Change-3,413 (-6%)
Value$2.7M (+$701.9K)
Filed 2026-11-03
KMG Fiduciary Partners, LLC
INCREASED
Shares57,911 from 47,628
Change+10,283 (+22%)
Value$2.7M (+$1.2M)
Filed 2026-10-14
Sage Mountain Advisors LLC
INCREASED
Shares57,426 from 42,325
Change+15,101 (+36%)
Value$2.7M (+$1.3M)
Filed 2026-11-02
Baring Financial LLC
DECREASED
Shares56,591 from 59,772
Change-3,181 (-5%)
Value$2.7M (+$689.2K)
Filed 2026-10-07
Rye Brook Capital LLC
INCREASED
Shares56,550 from 54,230
Change+2,320 (+4%)
Value$2.7K (-$1.8M)
Filed 2026-10-07
Destiny Capital Corp
DECREASED
Shares56,541 from 59,484
Change-2,943 (-5%)
Value$2.7M (+$696.4K)
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares55,914 from 59,376
Change-3,462 (-6%)
Value$2.6M (+$670.3K)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares54,746 from 34,397
Change+20,349 (+59%)
Value$2.6M (+$1.4M)
Filed 2026-10-23
DDD Partners, LLC
INCREASED
Shares54,612 from 50,253
Change+4,359 (+9%)
Value$2.6M (+$912.4K)
Filed 2026-11-02
Bosman Wealth Management, LLC
DECREASED
Shares53,509 from 70,275
Change-16,766 (-24%)
Value$2.5M (+$193.7K)
Filed 2026-10-28
Lauer Wealth, LLC
NEW
Shares53,188
Change+53,188
Value$2.5M
Filed 2026-10-13
Salem Investment Counselors Inc
DECREASED
Shares52,480 from 77,000
Change-24,520 (-32%)
Value$2.5M (-$78.9K)
Filed 2026-10-13
Compagnie Lombard Odier SCmA
DECREASED
Shares51,070 from 52,977
Change-1,907 (-4%)
Value$2.4M (+$654.1K)
Filed 2026-11-04
Activest Wealth Management
DECREASED
Shares50,930 from 53,155
Change-2,225 (-4%)
Value$2.4M (+$641.5K)
Filed 2026-10-15
Convergence Financial, LLC
DECREASED
Shares49,623 from 146,531
Change-96,908 (-66%)
Value$2.3M (-$2.5M)
Filed 2026-10-27
M Holdings Securities, Inc.
DECREASED
Shares49,547 from 61,729
Change-12,182 (-20%)
Value$2.2K (+$56)
Filed 2026-11-03
Stegent Equity Advisors, Inc.
NEW
Shares49,336
Change+49,336
Value$2.3M
Filed 2026-10-13
LexAurum Advisors, LLC
UNCHANGED
Shares49,333 from 49,333
Change0 (0%)
Value$2.3M (+$693.1K)
Filed 2026-10-19
CWA Asset Management Group, LLC
DECREASED
Shares49,174 from 80,419
Change-31,245 (-39%)
Value$2.3M (-$349.2K)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares48,287 from 55,902
Change-7,615 (-14%)
Value$2.3K (-$1.9M)
Filed 2026-10-22
Diversify Wealth Management, LLC
INCREASED
Shares48,118 from 47,238
Change+880 (+2%)
Value$2.2M (+$504.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares48,118 from 47,238
Change+880 (+2%)
Value$2.2M (+$504.9K)
Filed 2026-10-20
Avior Wealth Management, LLC
INCREASED
Shares46,646 from 46,471
Change+175 (+0%)
Value$2.2M (+$661.2K)
Filed 2026-10-13
Park Edge Advisors, LLC
INCREASED
Shares46,140 from 24,009
Change+22,131 (+92%)
Value$2.2M (+$1.4M)
Filed 2026-10-28
Key Client Fiduciary Advisors, LLC
DECREASED
Shares45,861 from 46,632
Change-771 (-2%)
Value$2.2M (+$618.7K)
Filed 2026-10-19
BNC Wealth Management, LLC
NEW
Shares44,157
Change+44,157
Value$2.1M
Filed 2026-10-19
Powell Investment Advisors, LLC
INCREASED
Shares44,042 from 39,032
Change+5,010 (+13%)
Value$2.1M (+$785.6K)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
DECREASED
Shares43,373 from 43,741
Change-368 (-1%)
Value$2.1M (+$597.1K)
Filed 2026-10-27
Pachira Investments Inc.
INCREASED
Shares43,214 from 42,248
Change+966 (+2%)
Value$2.0M (+$639.3K)
Filed 2026-10-14
Meridian Wealth Management, LLC
INCREASED
Shares43,030 from 41,694
Change+1,336 (+3%)
Value$2.0M (+$649.1K)
Filed 2026-11-05
HCR Wealth Advisors
DECREASED
Shares42,274 from 44,571
Change-2,297 (-5%)
Value$2.0M (+$517.5K)
Filed 2026-10-15
CX Institutional
INCREASED
Shares42,219 from 37,492
Change+4,727 (+13%)
Value$2.0K (+$751)
Filed 2026-10-02
Parisi Gray Wealth Management
NEW
Shares42,146
Change+42,146
Value$2.0M
Filed 2026-10-16
Nfsg Corp
INCREASED
Shares42,058 from 40,573
Change+1,485 (+4%)
Value$2.0M (+$640.4K)
Filed 2026-10-15
J.W. Cole Advisors, Inc.
DECREASED
Shares42,006 from 42,011
Change-5 (0%)
Value$2.0M (+$590.0K)
Filed 2026-11-05
Platform Technology Partners
DECREASED
Shares41,742 from 42,090
Change-348 (-1%)
Value$2.0M (+$574.9K)
Filed 2026-11-02
Friday Financial
DECREASED
Shares41,674 from 47,634
Change-5,960 (-13%)
Value$2.0M (+$276.7K)
Filed 2026-10-09
Solstein Capital, LLC
DECREASED
Shares41,633 from 41,848
Change-215 (-1%)
Value$2.0M (+$577.8K)
Filed 2026-11-02
Advisortrust Partners, LLC
DECREASED
Shares41,013 from 43,714
Change-2,701 (-6%)
Value$1.9M (+$486.3K)
Filed 2026-11-02
TME Financial, Inc.
DECREASED
Shares41,006 from 41,476
Change-470 (-1%)
Value$1.9M (+$560.5K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
DECREASED
Shares40,581 from 41,933
Change-1,352 (-3%)
Value$1.9M (+$525.2K)
Filed 2026-10-08
Montz Harcus Wealth Management LLC
DECREASED
Shares40,441 from 40,764
Change-323 (-1%)
Value$1.9M (+$557.4K)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares40,361 from 31,311
Change+9,050 (+29%)
Value$1.9M (+$868.3K)
Filed 2026-11-03
Graetz Wealth LLC
DECREASED
Shares39,889 from 53,114
Change-13,225 (-25%)
Value$1.9M (+$120.2K)
Filed 2026-10-27
Tannin Capital LLC
DECREASED
Shares39,595 from 49,185
Change-9,590 (-19%)
Value$1.9M (+$237.1K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares39,536 from 13,233
Change+26,303 (+199%)
Value$1.7M (+$1.3M)
Filed 2026-11-04
PKS Advisory Services, LLC
UNCHANGED
Shares39,503 from 39,503
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-26
Genesee Capital Advisors, LLC
DECREASED
Shares39,089 from 40,622
Change-1,533 (-4%)
Value$1.9M (+$498.2K)
Filed 2026-10-20
Vontobel Holding Ltd.
DECREASED
Shares39,006 from 45,294
Change-6,288 (-14%)
Value$1.8M (+$338.7K)
Filed 2026-10-16
Americana Partners, LLC
INCREASED
Shares38,890 from 37,929
Change+961 (+3%)
Value$1.8M (+$578.4K)
Filed 2026-10-28
Archer Investment Management, LLC
INCREASED
Shares38,365 from 16,904
Change+21,461 (+127%)
Value$1.8M (+$1.3M)
Filed 2026-10-13
Aljian Capital Management, LLC
DECREASED
Shares38,066 from 43,131
Change-5,065 (-12%)
Value$1.8M (+$366.2K)
Filed 2026-10-28
Calamos Wealth Management LLC
INCREASED
Shares37,491 from 33,989
Change+3,502 (+10%)
Value$1.8M (+$643.3K)
Filed 2026-11-02
IPG Investment Advisors LLC
DECREASED
Shares37,033 from 79,512
Change-42,479 (-53%)
Value$1.8M (-$893.8K)
Filed 2026-10-30
Advisory Solutions Group, LLC
INCREASED
Shares36,764 from 8,919
Change+27,845 (+312%)
Value$1.7M (+$1.4M)
Filed 2026-10-14
Genesis Private Wealth, LLC
NEW
Shares36,594
Change+36,594
Value$1.7M
Filed 2026-11-02
Kathmere Capital Management, LLC
DECREASED
Shares36,295 from 36,320
Change-25 (0%)
Value$1.7M (+$509.1K)
Filed 2026-10-20
Signaturefd, LLC
INCREASED
Shares36,081 from 34,324
Change+1,757 (+5%)
Value$1.7M (+$565.4K)
Filed 2026-10-23
Financial Futures Ltd Liability Co.
DECREASED
Shares35,988 from 38,644
Change-2,656 (-7%)
Value$1.7M (+$417.2K)
Filed 2026-10-13
Corecam AG
DECREASED
Shares35,940 from 69,270
Change-33,330 (-48%)
Value$1.7M (-$604.6K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED
Shares35,842 from 37,533
Change-1,691 (-5%)
Value$1.7M (+$447.3K)
Filed 2026-10-20
Fonville Wealth Management LLC
DECREASED
Shares35,710 from 35,908
Change-198 (-1%)
Value$1.7M (+$495.1K)
Filed 2026-10-28
Core Wealth Partners LLC
INCREASED
Shares35,706 from 34,230
Change+1,476 (+4%)
Value$1.7M (+$550.8K)
Filed 2026-11-02
ARS Investment Partners, LLC
UNCHANGED
Shares35,642 from 35,642
Change0 (0%)
Value$1.7M (+$500.8K)
Filed 2026-11-05
Compass Financial Group, Inc. (Ohio)
UNCHANGED
Shares35,452 from 35,452
Change0 (0%)
Value$1.7M (+$498.1K)
Filed 2026-10-19
Northbridge Financial Group, LLC
INCREASED
Shares35,387 from 30,365
Change+5,022 (+17%)
Value$1.7M (+$705.1K)
Filed 2026-11-05
Capital Investment Advisors, LLC
INCREASED
Shares35,237 from 33,040
Change+2,197 (+7%)
Value$1.7M (+$568.2K)
Filed 2026-10-22
Keybank National Association
DECREASED
Shares35,016 from 41,706
Change-6,690 (-16%)
Value$1.7M (+$269.3K)
Filed 2026-11-04
15 Wealth Advisors LLC
NEW
Shares34,973
Change+34,973
Value$1.7M
Filed 2026-10-14
SkyOak Wealth, LLC
INCREASED
Shares34,627 from 34,591
Change+36 (+0%)
Value$1.6M (+$487.7K)
Filed 2026-10-28
Arbor Wealth Management Llc\az
DECREASED
Shares34,558 from 35,748
Change-1,190 (-3%)
Value$1.6M (+$445.9K)
Filed 2026-10-20
First National Trust Co
INCREASED
Shares34,493 from 31,953
Change+2,540 (+8%)
Value$1.6M (+$569.2K)
Filed 2026-10-28
Argos Wealth Advisors, LLC
UNCHANGED
Shares34,415 from 34,415
Change0 (0%)
Value$1.6M (+$483.5K)
Filed 2026-11-02
Lake Street Private Wealth, LLC
INCREASED
Shares34,398 from 30,623
Change+3,775 (+12%)
Value$1.6M (+$609.0K)
Filed 2026-10-22
Legacy Advisors, LLC
UNCHANGED
Shares34,105 from 34,105
Change0 (0%)
Value$1.6M (+$479.2K)
Filed 2026-10-19
WMG Financial Advisors, LLC
UNCHANGED
Shares34,033 from 34,033
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-28
Objective Capital Management, LLC
DECREASED
Shares33,287 from 36,096
Change-2,809 (-8%)
Value$1.6M (+$374.2K)
Filed 2026-10-13
Beaumont Financial Advisors, LLC
INCREASED
Shares33,240 from 30,827
Change+2,413 (+8%)
Value$1.6M (+$547.4K)
Filed 2026-10-22
FSA Investment Group, LLC
NEW
Shares32,935
Change+32,935
Value$1.6M
Filed 2026-10-07
BridgePort Financial Solutions, LLC
INCREASED
Shares32,722 from 27,205
Change+5,517 (+20%)
Value$1.5M (+$643.4K)
Filed 2026-11-02
Mirador Capital Partners LP
INCREASED
Shares32,648 from 25,855
Change+6,793 (+26%)
Value$1.5M (+$684.8K)
Filed 2026-10-09
QTR Family Wealth, LLC
INCREASED
Shares32,533 from 30,959
Change+1,574 (+5%)
Value$1.5M (+$509.5K)
Filed 2026-11-02
GK Wealth Management LLC
DECREASED
Shares32,515 from 66,935
Change-34,420 (-51%)
Value$1.5M (-$689.0K)
Filed 2026-10-09
Simon Quick Advisors, LLC
DECREASED
Shares32,511 from 41,711
Change-9,200 (-22%)
Value$1.5M (+$150.5K)
Filed 2026-10-26
Procyon Advisors, LLC
DECREASED
Shares32,027 from 35,076
Change-3,049 (-9%)
Value$1.5M (+$348.5K)
Filed 2026-10-21
Sowell Financial Services LLC
DECREASED
Shares31,725 from 33,613
Change-1,888 (-6%)
Value$1.5M (+$382.9K)
Filed 2026-10-23
RFG Advisory, LLC
DECREASED
Shares31,662 from 37,236
Change-5,574 (-15%)
Value$1.5M (+$259.3K)
Filed 2026-11-03
Vigilare Wealth Management
NEW
Shares31,233
Change+31,233
Value$1.5M
Filed 2026-10-29
Grimes & Co Wealth Management, LLC
DECREASED
Shares30,857 from 30,877
Change-20 (0%)
Value$1.5M (+$432.9K)
Filed 2026-10-29
MFG Wealth Management, Inc.
DECREASED
Shares30,576 from 32,233
Change-1,657 (-5%)
Value$1.4M (+$374.4K)
Filed 2026-10-09
Joel Isaacson & Co., LLC
INCREASED
Shares30,484 from 26,496
Change+3,988 (+15%)
Value$1.4M (+$561.1K)
Filed 2026-11-05
Eagle Strategies LLC
DECREASED
Shares30,410 from 36,051
Change-5,641 (-16%)
Value$1.4M (+$239.5K)
Filed 2026-10-16
Midwest Trust Co
DECREASED
Shares30,366 from 33,642
Change-3,276 (-10%)
Value$1.4M (+$317.6K)
Filed 2026-10-22
Csenge Advisory Group
DECREASED
Shares30,078 from 30,641
Change-563 (-2%)
Value$1.4M (+$403.9K)
Filed 2026-11-04
Capricorn Fund Managers Ltd
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$1.4M (+$421.5K)
Filed 2026-11-03
Synergy Asset Management, LLC
INCREASED
Shares29,925 from 11,745
Change+18,180 (+155%)
Value$1.4M (+$1.0M)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares29,822 from 18,140
Change+11,682 (+64%)
Value$1.4M (+$791.8K)
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares29,784 from 28,903
Change+881 (+3%)
Value$1.4M (+$447.8K)
Filed 2026-11-03
Quantify Chaos Advisors, LLC
INCREASED
Shares29,383 from 28,273
Change+1,110 (+4%)
Value$1.4M (+$449.8K)
Filed 2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares29,059 from 40,550
Change-11,491 (-28%)
Value$1.4M (+$25.7K)
Filed 2026-10-14
Corda Investment Management, Llc.
DECREASED
Shares28,139 from 33,760
Change-5,621 (-17%)
Value$1.3M (+$208.2K)
Filed 2026-10-22
Sage Investment Advisers LLC
INCREASED
Shares28,019 from 14,250
Change+13,769 (+97%)
Value$1.3M (+$852.0K)
Filed 2026-10-21
United Advisor Group, LLC
INCREASED
Shares28,002 from 25,452
Change+2,550 (+10%)
Value$1.3M (+$478.3K)
Filed 2026-11-03
Watershed Private Wealth LLC
DECREASED
Shares28,002 from 28,102
Change-100 (0%)
Value$1.3M (+$390.1K)
Filed 2026-10-30
DWM Financial Group, Inc.
DECREASED
Shares27,846 from 30,443
Change-2,597 (-9%)
Value$1.3M (-$193.3K)
Filed 2026-10-28
High Note Wealth, LLC
DECREASED
Shares27,320 from 27,394
Change-74 (0%)
Value$1.3M (+$381.4K)
Filed 2026-10-27
Sterling Investment Advisors, Ltd.
INCREASED
Shares27,309 from 26,314
Change+995 (+4%)
Value$1.3M (+$416.8K)
Filed 2026-10-27
Doliver Advisors, LP
DECREASED
Shares26,967 from 30,313
Change-3,346 (-11%)
Value$1.3M (+$267.5K)
Filed 2026-10-01
Quadrant Private Wealth Management, LLC
DECREASED
Shares26,798 from 31,814
Change-5,016 (-16%)
Value$1.3M (+$209.5K)
Filed 2026-11-04
Ackerman Capital Advisors, LLC
INCREASED
Shares26,625 from 26,613
Change+12 (+0%)
Value$1.3M (+$374.5K)
Filed 2026-10-30
Cassia Capital Partners, LLC
INCREASED
Shares26,315 from 25,499
Change+816 (+3%)
Value$1.2M (+$396.9K)
Filed 2026-11-04
Brighton Jones LLC
DECREASED
Shares26,305 from 34,577
Change-8,272 (-24%)
Value$1.2M (+$94.2K)
Filed 2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares26,298 from 22,715
Change+3,583 (+16%)
Value$1.2M (+$488.8K)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares26,257 from 11,823
Change+14,434 (+122%)
Value$1.2M (+$849.4K)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED
Shares26,202 from 31,583
Change-5,381 (-17%)
Value$1.2M (+$189.0K)
Filed 2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares26,193 from 26,563
Change-370 (-1%)
Value$1.2M (+$355.7K)
Filed 2026-10-15
Relyea Zuckerberg Hanson LLC
INCREASED
Shares25,978 from 13,805
Change+12,173 (+88%)
Value$1.2M (+$770.2K)
Filed 2026-10-20
Valen Private Capital, LLC
NEW
Shares25,874
Change+25,874
Value$1.2M
Filed 2026-10-23
Vista Finance, LLC
INCREASED
Shares25,662 from 19,872
Change+5,790 (+29%)
Value$1.2M (+$553.3K)
Filed 2026-10-23
Encompass Wealth Advisors, LLC
INCREASED
Shares25,646 from 14,734
Change+10,912 (+74%)
Value$1.2M (+$723.6K)
Filed 2026-10-15
Holos Integrated Wealth LLC
UNCHANGED
Shares25,190 from 25,190
Change0 (0%)
Value$1.2M (+$255.7K)
Filed 2026-10-23
StoneX Group Inc.
DECREASED
Shares25,087 from 76,644
Change-51,557 (-67%)
Value$1.2M (-$1.4M)
Filed 2026-11-03
Revisor Wealth Management LLC
DECREASED
Shares25,084 from 35,199
Change-10,115 (-29%)
Value$1.2M (-$234)
Filed 2026-10-20
Turn8 Private Wealth Inc.
INCREASED
Shares25,065 from 21,120
Change+3,945 (+19%)
Value$1.2M (+$483.5K)
Filed 2026-11-05
Nkcfo LLC
DECREASED
Shares25,000 from 60,000
Change-35,000 (-58%)
Value$1.2M (-$813.0K)
Filed 2026-11-04
Caliber Wealth Management, LLC / KS
NEW
Shares24,987
Change+24,987
Value$1.2M
Filed 2026-11-04
Archer Investment Corp
DECREASED
Shares24,638 from 24,665
Change-27 (0%)
Value$1.2M (+$345.3K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
INCREASED
Shares24,353 from 14,341
Change+10,012 (+70%)
Value$1.2M (+$675.4K)
Filed 2026-10-28
Fiduciary Family Office, LLC
UNCHANGED
Shares24,120 from 24,120
Change0 (0%)
Value$1.1M (+$338.9K)
Filed 2026-11-04
Intrua Financial, LLC
DECREASED
Shares24,052 from 24,524
Change-472 (-2%)
Value$1.1M (+$322.2K)
Filed 2026-10-28
Victory Financial Group, LLC
INCREASED
Shares23,904 from 18,736
Change+5,168 (+28%)
Value$1.1M (+$507.9K)
Filed 2026-10-27
Carnegie Investment Counsel
INCREASED
Shares23,903 from 22,828
Change+1,075 (+5%)
Value$1.1M (+$371.6K)
Filed 2026-10-20
Basso Capital Management, L.P.
INCREASED
Shares23,714 from 18,323
Change+5,391 (+29%)
Value$1.1M (+$512.6K)
Filed 2026-10-30
Cornerstone Wealth Management, LLC
INCREASED
Shares23,606 from 22,162
Change+1,444 (+7%)
Value$1.1M (+$379.7K)
Filed 2026-11-04
Heritage Family Offices, LLP
DECREASED
Shares23,314 from 26,359
Change-3,045 (-12%)
Value$1.1M (+$226.2K)
Filed 2026-11-02
E6 Portfolios, LLC
DECREASED
Shares22,929 from 28,371
Change-5,442 (-19%)
Value$1.1M (+$141.0K)
Filed 2026-10-26
J2 Capital Management Inc
INCREASED
Shares22,827 from 20,579
Change+2,248 (+11%)
Value$1.1M (+$395.6K)
Filed 2026-10-19
Atlas Private Wealth Advisors
INCREASED
Shares22,748 from 16,225
Change+6,523 (+40%)
Value$1.1M (+$536.8K)
Filed 2026-10-23
Wealth Group Ltd
INCREASED
Shares22,732 from 10,899
Change+11,833 (+109%)
Value$1.1M (+$722.2K)
Filed 2026-10-07
Thrivent Financial for Lutherans
DECREASED
Shares22,652 from 23,254
Change-602 (-3%)
Value$1.1K (-$773.9K)
Filed 2026-11-05
Ascent Wealth Partners, LLC
INCREASED
Shares22,571 from 21,336
Change+1,235 (+6%)
Value$1.1M (+$358.2K)
Filed 2026-10-23
Clientfirst Wealth Management, LLC
DECREASED
Shares22,387 from 22,417
Change-30 (0%)
Value$1.1M (+$313.5K)
Filed 2026-11-04
Tenet Wealth Partners, LLC
INCREASED
Shares21,992 from 19,630
Change+2,362 (+12%)
Value$1.0M (+$319.3K)
Filed 2026-10-19
Argentarii, LLC
INCREASED
Shares21,895 from 16,310
Change+5,585 (+34%)
Value$1.0M (+$450.3K)
Filed 2026-10-28
Alterna Wealth Management, Inc
DECREASED
Shares21,844 from 23,844
Change-2,000 (-8%)
Value$1.0M (+$240.3K)
Filed 2026-10-27
Heritage Investment Group, Inc.
UNCHANGED
Shares21,828 from 21,828
Change0 (0%)
Value$1.0M (+$306.7K)
Filed 2026-11-03
Gruss & Co., LLC
UNCHANGED
Shares21,700 from 21,700
Change0 (0%)
Value$1.0M (+$304.9K)
Filed 2026-11-02
Hilltop National Bank
UNCHANGED
Shares21,589 from 21,589
Change0 (0%)
Value$1.0M (+$303.3K)
Filed 2026-10-14
Gateway Investment Advisers LLC
UNCHANGED
Shares21,282 from 21,282
Change0 (0%)
Value$1.0M (+$299.0K)
Filed 2026-10-13
Strategic Blueprint, LLC
INCREASED
Shares21,205 from 19,408
Change+1,797 (+9%)
Value$1.0M (+$357.7K)
Filed 2026-10-22
Forbes J M & Co LLP
UNCHANGED
Shares21,180 from 21,180
Change0 (0%)
Value$1.0M (+$297.6K)
Filed 2026-10-16
International Private Wealth Advisors LLC
DECREASED
Shares21,127 from 21,191
Change-64 (0%)
Value$1.0M (+$294.7K)
Filed 2026-11-05
BlueChip Wealth Advisors LLC
DECREASED
Shares21,103 from 21,138
Change-35 (0%)
Value$999.0K (+$295.3K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED
Shares20,928 from 20,928
Change0 (0%)
Value$990.7K (+$294.0K)
Filed 2026-10-13
Cambridge Financial Group, LLC
UNCHANGED
Shares20,900 from 20,900
Change0 (0%)
Value$695.8K ($0)
Filed 2026-10-06
Optivise Advisory Services LLC
INCREASED
Shares20,812 from 13,455
Change+7,357 (+55%)
Value$985.2K (+$537.3K)
Filed 2026-10-19
Asset Dedication, LLC
INCREASED
Shares20,732 from 19,998
Change+734 (+4%)
Value$981.5K (+$315.7K)
Filed 2026-11-03
Almanack Investment Partners, Llc.
NEW
Shares20,577
Change+20,577
Value$974.1K
Filed 2026-11-03
Milestone Asset Management, LLC
DECREASED
Shares20,482 from 39,408
Change-18,926 (-48%)
Value$969.6K (-$342.3K)
Filed 2026-10-15
Gibson Capital, LLC
DECREASED
Shares20,305 from 20,529
Change-224 (-1%)
Value$961.2K (+$277.8K)
Filed 2026-10-23
Rinkey Investments
DECREASED
Shares20,248 from 20,956
Change-708 (-3%)
Value$958.6K (+$261.0K)
Filed 2026-10-28
DCF Advisers, LLC
NEW
Shares20,000
Change+20,000
Value$946.8K
Filed 2026-11-04
DecisionMap Wealth Management, LLC
INCREASED
Shares19,966 from 19,915
Change+51 (+0%)
Value$945.2K (+$282.2K)
Filed 2026-10-29
SAX Wealth Advisors, LLC
INCREASED
Shares19,947 from 16,133
Change+3,814 (+24%)
Value$944.3K (+$324.5K)
Filed 2026-10-13
BIP Wealth, LLC
DECREASED
Shares19,894 from 25,429
Change-5,535 (-22%)
Value$941.8K (+$95.2K)
Filed 2026-10-22
Accel Wealth Management
DECREASED
Shares19,808 from 20,149
Change-341 (-2%)
Value$937.7K (+$267.0K)
Filed 2026-10-13
Fermata Advisors, LLC
INCREASED
Shares19,748 from 17,419
Change+2,329 (+13%)
Value$934.9K (+$355.0K)
Filed 2026-10-13
Heritage OAK Wealth Advisors LLC
INCREASED
Shares19,648 from 18,365
Change+1,283 (+7%)
Value$930.1K (+$318.8K)
Filed 2026-10-14
Financial Management Professionals, Inc.
INCREASED
Shares19,553 from 17,636
Change+1,917 (+11%)
Value$925.7K (+$338.6K)
Filed 2026-10-23
Triad Wealth Partners, LLC
INCREASED
Shares19,378 from 17,603
Change+1,775 (+10%)
Value$917.4K (+$280.8K)
Filed 2026-10-26
Kennedy Investment Group, Inc.
DECREASED
Shares19,250 from 20,760
Change-1,510 (-7%)
Value$911.3K (+$220.2K)
Filed 2026-10-21
Vantage Investment Partners, LLC
UNCHANGED
Shares19,132 from 19,132
Change0 (0%)
Value$905.7K (+$268.8K)
Filed 2026-10-27
Wedmont Private Capital
DECREASED
Shares19,099 from 21,643
Change-2,544 (-12%)
Value$883.5K (+$99.4K)
Filed 2026-10-09
Solitude Financial Services
DECREASED
Shares19,030 from 19,890
Change-860 (-4%)
Value$900.9K (+$238.7K)
Filed 2026-10-26
Whalen Wealth Management Inc.
INCREASED
Shares18,982 from 11,888
Change+7,094 (+60%)
Value$898.6K (+$502.9K)
Filed 2026-10-08
Busey Bank
DECREASED
Shares18,934 from 19,406
Change-472 (-2%)
Value$896.3K (+$250.3K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
DECREASED
Shares18,912 from 19,600
Change-688 (-4%)
Value$894.7K (+$242.2K)
Filed 2026-10-30
Williams Jones Wealth Management, Llc.
DECREASED
Shares18,898 from 19,148
Change-250 (-1%)
Value$894.6K (+$257.2K)
Filed 2026-11-05
RIA Advisory Group LLC
DECREASED
Shares18,847 from 42,178
Change-23,331 (-55%)
Value$892.2K (-$511.9K)
Filed 2026-10-15
Balboa Wealth Partners
INCREASED
Shares18,822 from 17,635
Change+1,187 (+7%)
Value$891.0K (+$304.0K)
Filed 2026-10-20
Cypress Wealth Services, LLC
INCREASED
Shares18,712 from 17,946
Change+766 (+4%)
Value$907.4K (+$309.9K)
Filed 2026-10-21
Northeast Investment Management
INCREASED
Shares18,520 from 18,470
Change+50 (+0%)
Value$876.7K (+$261.9K)
Filed 2026-10-30
Daymark Wealth Partners, LLC
INCREASED
Shares18,440 from 14,971
Change+3,469 (+23%)
Value$873.0K (+$374.6K)
Filed 2026-11-04
Wincap Financial LLC
INCREASED
Shares18,202 from 11,772
Change+6,430 (+55%)
Value$861.7K (+$469.8K)
Filed 2026-10-20
Orin Green Financial, LLC
UNCHANGED
Shares18,139 from 18,139
Change0 (0%)
Value$858.7K (+$254.9K)
Filed 2026-10-19
Ridgewood Investments LLC
INCREASED
Shares18,069 from 16,581
Change+1,488 (+9%)
Value$855.4K (+$303.4K)
Filed 2026-10-05
J.Safra Asset Management Corp
INCREASED
Shares18,008 from 16,980
Change+1,028 (+6%)
Value$852.5K (+$287.2K)
Filed 2026-11-03
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares18,006 from 18,973
Change-967 (-5%)
Value$852.4K (+$220.8K)
Filed 2026-10-06
Old National Bancorp
UNCHANGED
Shares18,000 from 18,000
Change0 (0%)
Value$852.1K (+$252.9K)
Filed 2026-10-20
EPG Wealth Management LLC
INCREASED
Shares17,930 from 16,408
Change+1,522 (+9%)
Value$848.8K (+$302.6K)
Filed 2026-11-03
WealthPlan Investment Management, LLC
DECREASED
Shares17,739 from 22,017
Change-4,278 (-19%)
Value$839.8K (+$106.8K)
Filed 2026-10-15
Cornerstone Planning Group LLC
INCREASED
Shares17,662 from 17,635
Change+27 (+0%)
Value$822.2K (+$163.7K)
Filed 2026-10-16
Prodigy Asset Management LLC
UNCHANGED
Shares17,600 from 17,600
Change0 (0%)
Value$833.2K (+$247.3K)
Filed 2026-10-28
West Financial Advisors, LLC
DECREASED
Shares17,508 from 18,800
Change-1,292 (-7%)
Value$828.8K (+$203.0K)
Filed 2026-10-22
Flagship Harbor Advisors, LLC
DECREASED
Shares17,422 from 17,580
Change-158 (-1%)
Value$824.8K (+$239.5K)
Filed 2026-10-26
Global Wealth Management, LLC
DECREASED
Shares17,298 from 17,382
Change-84 (0%)
Value$818.9K (+$240.2K)
Filed 2026-10-15
Quadcap Wealth Management, LLC
DECREASED
Shares17,273 from 17,420
Change-147 (-1%)
Value$817.7K (+$237.8K)
Filed 2026-11-02
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares17,187 from 10,660
Change+6,527 (+61%)
Value$813.6K (+$458.8K)
Filed 2026-10-20
Choreo, LLC
DECREASED
Shares17,165 from 34,717
Change-17,552 (-51%)
Value$812.6K (-$343.1K)
Filed 2026-10-28
Ameliora Wealth Management Ltd.
UNCHANGED
Shares17,121 from 17,121
Change0 (0%)
Value$810.5K (+$240.6K)
Filed 2026-10-23
Traynor Capital Management, Inc.
INCREASED
Shares17,117 from 15,679
Change+1,438 (+9%)
Value$810.3K (+$288.4K)
Filed 2026-10-29
Oak Barrel Wealth Advisory LLC
DECREASED
Shares17,070 from 18,500
Change-1,430 (-8%)
Value$808.1K (+$192.2K)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares16,876 from 16,635
Change+241 (+1%)
Value$796.7K (+$195.4K)
Filed 2026-10-08
Summit Global Investments
INCREASED
Shares16,759 from 15,198
Change+1,561 (+10%)
Value$793 (-$505.2K)
Filed 2026-10-28
Formidable Asset Management, LLC
INCREASED
Shares16,697 from 16,592
Change+105 (+1%)
Value$555.8K (-$81.6K)
Filed 2026-11-03
Harfst & Associates, Inc.
DECREASED
Shares16,659 from 18,139
Change-1,480 (-8%)
Value$788.6K (+$184.8K)
Filed 2026-10-20
City State Bank
DECREASED
Shares16,600 from 17,350
Change-750 (-4%)
Value$785.8K (+$208.3K)
Filed 2026-10-20
Beese Fulmer Investment Management, Inc.
INCREASED
Shares16,585 from 16,110
Change+475 (+3%)
Value$785.1K (+$248.8K)
Filed 2026-10-23
Wealth Analytics Partners, LLC
DECREASED
Shares16,548 from 18,231
Change-1,683 (-9%)
Value$783.4K (+$116.5K)
Filed 2026-10-19
Claro Advisors Inc.
INCREASED
Shares16,524 from 13,144
Change+3,380 (+26%)
Value$782.3K (+$344.7K)
Filed 2026-11-02
Mirabaud & Cie SA
INCREASED
Shares16,500 from 15,000
Change+1,500 (+10%)
Value$781.1K (+$281.8K)
Filed 2026-10-27
Fortitude Financial, LLC
INCREASED
Shares16,493 from 15,004
Change+1,489 (+10%)
Value$780.8K (+$281.3K)
Filed 2026-10-19
Kagan Cocozza Asset Management
DECREASED
Shares16,411 from 18,398
Change-1,987 (-11%)
Value$776.9K (+$164.4K)
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares16,231 from 9,185
Change+7,046 (+77%)
Value$750.5K (+$444.8K)
Filed 2026-10-15
Chilton Capital Management LLC
UNCHANGED
Shares16,152 from 16,152
Change0 (0%)
Value$764.6K (+$226.9K)
Filed 2026-10-28
Modera Wealth Management, LLC
INCREASED
Shares16,121 from 15,721
Change+400 (+3%)
Value$763.2K (+$239.8K)
Filed 2026-10-28
National Wealth Management Group, LLC
INCREASED
Shares16,078 from 15,393
Change+685 (+4%)
Value$761.1K (+$248.7K)
Filed 2026-10-26
KTF Investments, LLC
DECREASED
Shares15,935 from 19,110
Change-3,175 (-17%)
Value$754.4K (+$118.2K)
Filed 2026-10-23
Patten & Patten Inc
DECREASED
Shares15,782 from 15,907
Change-125 (-1%)
Value$747.1K (+$217.6K)
Filed 2026-10-26
Lazari Capital Management, Inc.
INCREASED
Shares15,722 from 15,375
Change+347 (+2%)
Value$744.3K (+$232.4K)
Filed 2026-10-20
Sound Financial Strategies Group, LLC
DECREASED
Shares15,710 from 16,935
Change-1,225 (-7%)
Value$743.7K (+$179.9K)
Filed 2026-10-30
Sendero Wealth Management, LLC
INCREASED
Shares15,708 from 14,340
Change+1,368 (+10%)
Value$743.6K (+$266.2K)
Filed 2026-10-14
Verus Capital Partners, LLC
DECREASED
Shares15,693 from 16,258
Change-565 (-3%)
Value$742.9K (+$201.7K)
Filed 2026-11-03
Crew Capital Management, Ltd
INCREASED
Shares15,579 from 10,924
Change+4,655 (+43%)
Value$737.5K (+$373.9K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares15,510 from 15,510
Change0 (0%)
Value$734.2K (+$217.9K)
Filed 2026-10-23
Principle Wealth Partners LLC
INCREASED
Shares15,266 from 13,903
Change+1,363 (+10%)
Value$722.7K (+$259.9K)
Filed 2026-11-02
Griffin Asset Management, Inc.
INCREASED
Shares15,143 from 11,814
Change+3,329 (+28%)
Value$716.9K (+$323.6K)
Filed 2026-10-22
Schear Investment Advisers, LLC
NEW
Shares14,938
Change+14,938
Value$707.2K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares14,938 from 15,042
Change-104 (-1%)
Value$707.2K (+$206.4K)
Filed 2026-10-14
Beacon Financial Group
DECREASED
Shares14,846 from 15,276
Change-430 (-3%)
Value$702.8K (+$194.3K)
Filed 2026-10-19
HBW Advisory Services LLC
INCREASED
Shares14,788 from 14,450
Change+338 (+2%)
Value$700.1K (+$219.0K)
Filed 2026-10-15
Norden Group LLC
UNCHANGED
Shares14,730 from 14,730
Change0 (0%)
Value$697.3K (+$207.0K)
Filed 2026-10-20
Forum Financial Management, LP
DECREASED
Shares14,711 from 15,415
Change-704 (-5%)
Value$696.4K (+$183.3K)
Filed 2026-10-16
Plancorp, LLC
INCREASED
Shares14,680 from 11,311
Change+3,369 (+30%)
Value$636.5K (+$238.2K)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
DECREASED
Shares14,624 from 16,506
Change-1,882 (-11%)
Value$692.3K (+$142.8K)
Filed 2026-10-19
Three Seasons Wealth, LLC
DECREASED
Shares14,616 from 17,366
Change-2,750 (-16%)
Value$691.9K (+$113.8K)
Filed 2026-11-03
Pittenger & Anderson Inc
INCREASED
Shares14,531 from 1,571
Change+12,960 (+825%)
Value$687.9K (+$635.6K)
Filed 2026-11-02
Integrated Advisors Network LLC
DECREASED
Shares14,507 from 23,558
Change-9,051 (-38%)
Value$686.8K (-$97.5K)
Filed 2026-10-20
Cap Partners, LLC
DECREASED
Shares14,487 from 14,758
Change-271 (-2%)
Value$685.8K (+$194.5K)
Filed 2026-10-19
RVW Wealth, LLC
INCREASED
Shares14,311 from 13,862
Change+449 (+3%)
Value$677.5K (+$216.0K)
Filed 2026-10-06
DeDora Capital, Inc.
DECREASED
Shares14,284 from 17,318
Change-3,034 (-18%)
Value$676.2K (+$99.7K)
Filed 2026-10-26
Ascentis Wealth Management, LLC
DECREASED
Shares14,266 from 20,503
Change-6,237 (-30%)
Value$675.3K (-$7.2K)
Filed 2026-11-03
Rossby Financial, LCC
DECREASED
Shares14,159 from 14,529
Change-370 (-3%)
Value$670.3K (+$186.6K)
Filed 2026-11-05
Jamison Private Wealth Management, Inc.
DECREASED
Shares14,119 from 14,513
Change-394 (-3%)
Value$668.4K (+$185.3K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
DECREASED
Shares14,043 from 14,193
Change-150 (-1%)
Value$664.8K (+$192.3K)
Filed 2026-10-13
Lyell Wealth Management, LP
INCREASED
Shares13,971 from 10,751
Change+3,220 (+30%)
Value$661.4K (+$303.5K)
Filed 2026-10-30
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares13,933 from 12,995
Change+938 (+7%)
Value$659.6K (+$227.0K)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares13,654 from 11,646
Change+2,008 (+17%)
Value$646.4K (+$258.7K)
Filed 2026-11-04
Wespac Advisors, LLC
NEW
Shares13,589
Change+13,589
Value$643.3K
Filed 2026-10-26
Insight Advisors, LLC/ PA
DECREASED
Shares13,587 from 14,258
Change-671 (-5%)
Value$643.2K (+$168.6K)
Filed 2026-10-22
Seven Bridges Advisors LLC
UNCHANGED
Shares13,550 from 13,550
Change0 (0%)
Value$641.5K (+$190.4K)
Filed 2026-10-07
Onyx Bridge Wealth Group LLC
DECREASED
Shares13,502 from 13,939
Change-437 (-3%)
Value$639.2K (+$175.2K)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
NEW
Shares13,492
Change+13,492
Value$638.7K
Filed 2026-10-29
Firethorn Wealth Partners, LLC
INCREASED
Shares13,444 from 12,918
Change+526 (+4%)
Value$636.4K (+$206.4K)
Filed 2026-10-14
Stash Investments, LLC
NEW
Shares13,393
Change+13,393
Value$634.0K
Filed 2026-10-26
MSH Capital Advisors LLC
INCREASED
Shares13,171 from 6,663
Change+6,508 (+98%)
Value$627.6K (+$405.8K)
Filed 2026-11-03
Canton Hathaway, LLC
INCREASED
Shares13,000 from 10,000
Change+3,000 (+30%)
Value$615.4K (+$282.5K)
Filed 2026-10-23
Clay Northam Wealth Management, LLC
UNCHANGED
Shares12,900 from 12,900
Change0 (0%)
Value$610.7K (+$181.2K)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares12,899 from 12,823
Change+76 (+1%)
Value$610.6K (+$183.8K)
Filed 2026-10-13
J. L. Bainbridge & Co., Inc.
DECREASED
Shares12,888 from 13,026
Change-138 (-1%)
Value$610.1K (+$176.5K)
Filed 2026-10-20
Grant Street Asset Management, Inc.
DECREASED
Shares12,780 from 12,824
Change-44 (0%)
Value$605.0K (+$178.1K)
Filed 2026-10-26
Iron Financial LLC
DECREASED
Shares12,748 from 13,466
Change-718 (-5%)
Value$603.5K (+$155.2K)
Filed 2026-10-23
Arsenal Capital Advisors LLC
INCREASED
Shares12,670 from 11,508
Change+1,162 (+10%)
Value$599.8K (+$216.7K)
Filed 2026-11-02
Entrewealth, LLC
INCREASED
Shares12,662 from 7,993
Change+4,669 (+58%)
Value$599.4K (+$307.8K)
Filed 2026-10-14
Centurion Wealth Management LLC
DECREASED
Shares12,591 from 21,314
Change-8,723 (-41%)
Value$596.1K (-$113.5K)
Filed 2026-10-13
CFM Wealth Partners LLC
DECREASED
Shares12,550 from 14,144
Change-1,594 (-11%)
Value$594.1K (+$123.3K)
Filed 2026-11-05
Redstone Wealth Management, LLC
DECREASED
Shares12,521 from 13,693
Change-1,172 (-9%)
Value$592.7K (+$136.9K)
Filed 2026-10-20
FNY Investment Advisers, LLC
NEW
Shares12,418
Change+12,418
Value$587
Filed 2026-10-16
Wealthcare Capital Management LLC
INCREASED
Shares12,336 from 10,716
Change+1,620 (+15%)
Value$584.0K (+$227.3K)
Filed 2026-10-21
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares12,282 from 12,282
Change0 (0%)
Value$581.4K (+$172.6K)
Filed 2026-10-29
Beacon Financial Advisory LLC
INCREASED
Shares12,268 from 8,215
Change+4,053 (+49%)
Value$580.8K (+$307.3K)
Filed 2026-10-16
Joseph P. Lucia & Associates, LLC
INCREASED
Shares12,254 from 10,612
Change+1,642 (+15%)
Value$580.1K (+$226.8K)
Filed 2026-10-30
Venture Visionary Partners LLC
DECREASED
Shares12,248 from 22,983
Change-10,735 (-47%)
Value$579.8K (-$185.3K)
Filed 2026-10-07
Tarbox Family Office, Inc.
NEW
Shares12,188
Change+12,188
Value$577.0K
Filed 2026-10-23
W Advisors, LLC
DECREASED
Shares12,045 from 14,634
Change-2,589 (-18%)
Value$570.2K (+$83.0K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
INCREASED
Shares12,041 from 328
Change+11,713 (+3571%)
Value$570.0K (+$559.1K)
Filed 2026-10-30
Blue Trust, Inc.
INCREASED
Shares12,035 from 8,408
Change+3,627 (+43%)
Value$569.7K (+$289.8K)
Filed 2026-10-15
Stordahl Capital Management, Inc.
INCREASED
Shares11,972 from 11,570
Change+402 (+3%)
Value$566.8K (+$181.6K)
Filed 2026-10-22
Alchemi Wealth, LLC
INCREASED
Shares11,959 from 11,056
Change+903 (+8%)
Value$566.1K (+$198.1K)
Filed 2026-11-04
True North Advisors, LLC
INCREASED
Shares11,852 from 7,749
Change+4,103 (+53%)
Value$561.1K (+$303.1K)
Filed 2026-10-22
55 North Private Wealth, LLC
UNCHANGED
Shares11,687 from 11,687
Change0 (0%)
Value$553.3K (+$164.2K)
Filed 2026-10-20
SJS Investment Consulting Inc.
DECREASED
Shares11,675 from 13,177
Change-1,502 (-11%)
Value$552.7K (+$114.0K)
Filed 2026-10-26
Ashford Advisors, LLC
UNCHANGED
Shares11,640 from 11,640
Change0 (0%)
Value$551.0K (+$163.5K)
Filed 2026-11-02
Sanders Morris Harris LLC
NEW
Shares11,615
Change+11,615
Value$552.5K
Filed 2026-10-14
Whitener Capital Management, Inc.
DECREASED
Shares11,604 from 13,397
Change-1,793 (-13%)
Value$549.3K (+$103.3K)
Filed 2026-10-15
Fiduciary Alliance LLC
DECREASED
Shares11,580 from 96,903
Change-85,323 (-88%)
Value$548.2K (-$2.7M)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares11,557 from 10,099
Change+1,458 (+14%)
Value$547.1K (+$210.9K)
Filed 2026-10-08
Indivisible Partners
INCREASED
Shares11,525 from 8,615
Change+2,910 (+34%)
Value$545.6K (+$258.8K)
Filed 2026-10-26
BCS Wealth Management
INCREASED
Shares11,519 from 11,374
Change+145 (+1%)
Value$545.3K (+$166.7K)
Filed 2026-11-03
Private Wealth Management Group, LLC
INCREASED
Shares11,494 from 4,012
Change+7,482 (+186%)
Value$544.1K (+$410.6K)
Filed 2026-10-19
Vaquero Private Wealth, LTD
DECREASED
Shares11,493 from 11,684
Change-191 (-2%)
Value$544.1K (+$155.1K)
Filed 2026-10-27
Phillips Financial Management, LLC
UNCHANGED
Shares11,484 from 11,484
Change0 (0%)
Value$543.7K (+$161.4K)
Filed 2026-10-19
Detalus Advisors, LLC
INCREASED
Shares11,406 from 8,059
Change+3,347 (+42%)
Value$540.0K (+$271.7K)
Filed 2026-10-15
Quantum Financial Partners LLC
DECREASED
Shares11,394 from 11,577
Change-183 (-2%)
Value$539.4K (+$154.0K)
Filed 2026-10-19
OceanIQ Capital, LLC
DECREASED
Shares11,345 from 22,715
Change-11,370 (-50%)
Value$534.7K (-$281.7K)
Filed 2026-10-19
CRA Financial Services, LLC
DECREASED
Shares11,288 from 11,533
Change-245 (-2%)
Value$534.4K (+$150.4K)
Filed 2026-10-16
First City Capital Management, Inc.
INCREASED
Shares11,281 from 10,031
Change+1,250 (+12%)
Value$534.0K (+$200.1K)
Filed 2026-10-27
Asset Advisory Group, Inc.
DECREASED
Shares11,203 from 11,232
Change-29 (0%)
Value$530.4K (+$156.4K)
Filed 2026-10-20
GSG Advisors LLC
UNCHANGED
Shares11,196 from 11,196
Change0 (0%)
Value$530.0K (+$157.3K)
Filed 2026-11-03
Nadler Financial Group, Inc.
UNCHANGED
Shares11,170 from 11,170
Change0 (0%)
Value$528.8K (+$156.9K)
Filed 2026-10-23
Patriot Investment Management Group, Inc.
DECREASED
Shares11,157 from 11,257
Change-100 (-1%)
Value$528.2K (+$153.4K)
Filed 2026-10-15
WIT Partners Advisory Pte. Ltd.
UNCHANGED
Shares11,150 from 11,150
Change0 (0%)
Value$527.8K (+$156.7K)
Filed 2026-10-16
AFG Fiduciary Services Limited Partnership
INCREASED
Shares11,130 from 9,015
Change+2,115 (+23%)
Value$524.6K (+$210.2K)
Filed 2026-10-21
Ballew Advisors, Inc
DECREASED
Shares11,081 from 11,607
Change-526 (-5%)
Value$528.9K (+$124.2K)
Filed 2026-10-05
Deltec Asset Management LLC
NEW
Shares11,000
Change+11,000
Value$520.7K
Filed 2026-10-26
Avondale Wealth Management
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$520.7K (+$154.6K)
Filed 2026-10-15
Cathy Pareto & Associates, Inc
INCREASED
Shares10,953 from 10,103
Change+850 (+8%)
Value$518.5K (+$182.2K)
Filed 2026-10-15
Merkkuri Wealth Advisors LLC
INCREASED
Shares10,905 from 10,705
Change+200 (+2%)
Value$516.2K (+$159.9K)
Filed 2026-11-03
Factor Wealth Management LTD
UNCHANGED
Shares10,760 from 10,760
Change0 (0%)
Value$509.4K (+$151.2K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares10,686
Change+10,686
Value$505.9K
Filed 2026-11-03
Destiny Wealth Partners, LLC
NEW
Shares10,681
Change+10,681
Value$463.0K
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares10,679 from 10,551
Change+128 (+1%)
Value$505.5K (+$154.3K)
Filed 2026-10-27
Virtue Capital Management, LLC
INCREASED
Shares10,651 from 9,341
Change+1,310 (+14%)
Value$504.2K (+$193.3K)
Filed 2026-10-29
Paragon Advisors, LLC
NEW
Shares10,643
Change+10,643
Value$503.8K
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares10,593 from 10,598
Change-5 (0%)
Value$501.5K (+$148.7K)
Filed 2026-10-29
BFI Infinity Ltd.
NEW
Shares10,496
Change+10,496
Value$496.9K
Filed 2026-10-16
Pinnacle Associates LTD
DECREASED
Shares10,452 from 10,671
Change-219 (-2%)
Value$494.8K (+$139.6K)
Filed 2026-10-20
Shepherd Financial Partners LLC
INCREASED
Shares10,382 from 8,078
Change+2,304 (+29%)
Value$491.5K (+$222.6K)
Filed 2026-11-03
Atwater Malick LLC
UNCHANGED
Shares10,337 from 10,337
Change0 (0%)
Value$489.4K (+$145.2K)
Filed 2026-10-15
Vicus Capital
INCREASED
Shares10,317 from 10,214
Change+103 (+1%)
Value$488.4K (+$148.4K)
Filed 2026-11-05
Frank, Rimerman Advisors LLC
UNCHANGED
Shares10,259 from 10,259
Change0 (0%)
Value$485.7K (+$144.1K)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares10,232 from 10,449
Change-217 (-2%)
Value$484 (-$347.5K)
Filed 2026-11-02
Sage Rhino Capital LLC
DECREASED
Shares10,161 from 10,162
Change-1 (0%)
Value$481.0K (+$142.7K)
Filed 2026-10-28
Balance Wealth Partners LLC
DECREASED
Shares10,102 from 10,141
Change-39 (0%)
Value$478.2K (+$140.6K)
Filed 2026-10-27
Perryman Financial Advisory Inc
DECREASED
Shares10,093 from 10,478
Change-385 (-4%)
Value$477.8K (+$129.0K)
Filed 2026-10-16
MBL Wealth, LLC
DECREASED
Shares10,082 from 44,260
Change-34,178 (-77%)
Value$477.3K (-$996.1K)
Filed 2026-10-22
Global Financial Private Client, LLC
INCREASED
Shares10,051 from 9,164
Change+887 (+10%)
Value$475.8K (+$170.7K)
Filed 2026-10-15
4J Wealth Management LLC
UNCHANGED
Shares9,993 from 9,993
Change0 (0%)
Value$473.1K (+$140.4K)
Filed 2026-11-02
KCM Investment Advisors LLC
DECREASED
Shares9,888 from 10,038
Change-150 (-1%)
Value$468.1K (+$133.9K)
Filed 2026-10-27
Strong Tower Advisory Services
DECREASED
Shares9,860 from 228,483
Change-218,623 (-96%)
Value$466.8K (-$7.1M)
Filed 2026-10-13
Citrine Capital LLC
UNCHANGED
Shares9,843 from 9,843
Change0 (0%)
Value$466.0K (+$138.3K)
Filed 2026-10-14
Fortitude Family Office, LLC
DECREASED
Shares9,829 from 13,280
Change-3,451 (-26%)
Value$465.3K (+$23.2K)
Filed 2026-10-14
Berman McAleer LLC
NEW
Shares9,815
Change+9,815
Value$464.6K
Filed 2026-10-16
Linscomb Wealth, Inc.
INCREASED
Shares9,799 from 8,097
Change+1,702 (+21%)
Value$463.9K (+$194.3K)
Filed 2026-11-05
Accurate Wealth Management, LLC
DECREASED
Shares9,797 from 9,840
Change-43 (0%)
Value$461.8K (+$105.2K)
Filed 2026-10-20
Hyposwiss Advisors SA
INCREASED
Shares9,795 from 7,230
Change+2,565 (+35%)
Value$463.7K (+$223.0K)
Filed 2026-10-26
Schorn Wealth LLC
UNCHANGED
Shares9,794 from 9,794
Change0 (0%)
Value$463.6K (+$137.6K)
Filed 2026-10-14
Golden State Wealth Management, LLC
UNCHANGED
Shares9,770 from 9,770
Change0 (0%)
Value$462.5K (+$137.3K)
Filed 2026-11-02
M Wealth Management, LLC
DECREASED
Shares9,746 from 12,873
Change-3,127 (-24%)
Value$461.4K (+$32.8K)
Filed 2026-10-14
Cushing Capital Partners, LLC
INCREASED
Shares9,722 from 9,425
Change+297 (+3%)
Value$460.3K (+$146.5K)
Filed 2026-10-20
South Shore Capital Advisors
NEW
Shares9,675
Change+9,675
Value$458.0K
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares9,665 from 9,088
Change+577 (+6%)
Value$457.5K (+$155.0K)
Filed 2026-10-23
RMG Wealth Management LLC
INCREASED
Shares9,659 from 9,534
Change+125 (+1%)
Value$443.1K (+$100.9K)
Filed 2026-10-26
Sunburst Financial Group, LLC
DECREASED
Shares9,627 from 10,089
Change-462 (-5%)
Value$455.7K (+$119.9K)
Filed 2026-10-09
Veltria Advisors Corp.
INCREASED
Shares9,590 from 8,150
Change+1,440 (+18%)
Value$454.0K (+$182.7K)
Filed 2026-11-05
Puff Wealth Management, LLC
UNCHANGED
Shares9,575 from 9,575
Change0 (0%)
Value$453.3K (+$134.5K)
Filed 2026-10-07
Narwhal Capital Management
INCREASED
Shares9,563 from 9,521
Change+42 (+0%)
Value$452.7K (+$135.8K)
Filed 2026-11-04
Biltmore Family Office, LLC
INCREASED
Shares9,559 from 9,440
Change+119 (+1%)
Value$452.5K (+$138.3K)
Filed 2026-11-03
Chiron Capital Management, LLC
DECREASED
Shares9,519 from 14,654
Change-5,135 (-35%)
Value$450.6K (-$37.2K)
Filed 2026-10-15
Ignite Planners, LLC
DECREASED
Shares9,470 from 13,292
Change-3,822 (-29%)
Value$448.3K (+$5.5K)
Filed 2026-10-14
Global Assets Advisory, LLC
DECREASED
Shares9,450 from 10,200
Change-750 (-7%)
Value$456.8K (+$109.4K)
Filed 2026-10-28
Richmond Investment Services, LLC
INCREASED
Shares9,440 from 8,769
Change+671 (+8%)
Value$446.9K (+$155.0K)
Filed 2026-10-29
Cypress Capital Group
DECREASED
Shares9,375 from 11,450
Change-2,075 (-18%)
Value$443.8K (+$62.6K)
Filed 2026-11-03
Legacy Capital Wealth Partners, LLC
DECREASED
Shares9,223 from 33,781
Change-24,558 (-73%)
Value$436.6K (-$688.0K)
Filed 2026-10-21
Vivid Wealth Management, LLC
UNCHANGED
Shares9,220 from 9,220
Change0 (0%)
Value$436.5K (+$129.5K)
Filed 2026-10-27
CJM Wealth Advisers, Ltd.
DECREASED
Shares9,139 from 9,875
Change-736 (-7%)
Value$432.6K (+$103.9K)
Filed 2026-10-27
Robertson Stephens Wealth Management, LLC
INCREASED
Shares9,125 from 8,256
Change+869 (+11%)
Value$432.0K (+$157.1K)
Filed 2026-10-16
World Equity Group, Inc.
DECREASED
Shares9,078 from 25,780
Change-16,702 (-65%)
Value$429.8K (-$428.5K)
Filed 2026-10-14
FSA Wealth Partners, Inc.
NEW
Shares9,074
Change+9,074
Value$429.6K
Filed 2026-10-26
Legacy Wealth Partners, LLC
DECREASED
Shares9,041 from 9,306
Change-265 (-3%)
Value$428.0K (+$118.2K)
Filed 2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares9,039 from 9,416
Change-377 (-4%)
Value$427.9K (+$114.5K)
Filed 2026-10-13
Retirement Planning Group, LLC
DECREASED
Shares9,010 from 9,533
Change-523 (-5%)
Value$426.5K (+$109.2K)
Filed 2026-10-19
Capital Management Associates
NEW
Shares9,000
Change+9,000
Value$426.1K
Filed 2026-11-03
Wellington Shields Capital Management, LLC
INCREASED
Shares9,000 from 3,667
Change+5,333 (+145%)
Value$426.1K (+$304.0K)
Filed 2026-11-03
Wellington Shields & Co., LLC
INCREASED
Shares9,000 from 3,674
Change+5,326 (+145%)
Value$426.1K (+$303.8K)
Filed 2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED
Shares8,957 from 9,226
Change-269 (-3%)
Value$424.0K (+$116.9K)
Filed 2026-10-19
Leo Wealth, LLC
NEW
Shares8,941
Change+8,941
Value$423.3K
Filed 2026-10-26
JB Capital LLC
DECREASED
Shares8,851 from 9,610
Change-759 (-8%)
Value$419.0K (+$99.1K)
Filed 2026-10-19
Verdence Capital Advisors LLC
NEW
Shares8,791
Change+8,791
Value$416.2K
Filed 2026-10-26
Willner & Heller, LLC
UNCHANGED
Shares8,786 from 8,786
Change0 (0%)
Value$415.9K (+$123.4K)
Filed 2026-10-28
Diversified Enterprises, LLC
DECREASED
Shares8,757 from 9,096
Change-339 (-4%)
Value$414.6K (+$111.8K)
Filed 2026-10-19
Bernardo Wealth Planning LLC
NEW
Shares8,746
Change+8,746
Value$414.0K
Filed 2026-10-23
Midwest Financial Partners Investments, Inc.
UNCHANGED
Shares8,630 from 8,630
Change0 (0%)
Value$408.5K (+$121.3K)
Filed 2026-10-08
Mainstream Capital Management LLC
DECREASED
Shares8,590 from 9,494
Change-904 (-10%)
Value$406.7K (+$90.6K)
Filed 2026-10-23
Cardinal Point Capital Management ULC
UNCHANGED
Shares8,498 from 8,498
Change0 (0%)
Value$402.3K (+$119.4K)
Filed 2026-10-21
Elevate Capital Advisors, LLC
DECREASED
Shares8,457 from 9,718
Change-1,261 (-13%)
Value$400.4K (+$76.9K)
Filed 2026-11-02
PFG Advisors
INCREASED
Shares8,401 from 7,230
Change+1,171 (+16%)
Value$397.7K (+$157.0K)
Filed 2026-10-16
Investment Partners Asset Management, Inc.
INCREASED
Shares8,383 from 8,324
Change+59 (+1%)
Value$396.9K (+$119.7K)
Filed 2026-10-09
Black Diamond Financial, LLC
UNCHANGED
Shares8,331 from 8,331
Change0 (0%)
Value$394.4K (+$117.1K)
Filed 2026-10-26
XY Planning Network, Inc.
DECREASED
Shares8,330 from 8,473
Change-143 (-2%)
Value$394.3K (+$112.3K)
Filed 2026-10-14
Private Management Group Inc
UNCHANGED
Shares8,321 from 8,321
Change0 (0%)
Value$393.9K (+$116.9K)
Filed 2026-11-04
Spire Wealth Management
DECREASED
Shares8,295 from 9,024
Change-729 (-8%)
Value$392.7K (+$92.3K)
Filed 2026-10-30
Integrity Alliance, Llc.
DECREASED
Shares8,287 from 22,558
Change-14,271 (-63%)
Value$392.3K (-$358.6K)
Filed 2026-10-29
MBE Wealth Management, LLC
NEW
Shares8,273
Change+8,273
Value$391.7K
Filed 2026-10-26
Leverty Financial Group, LLC
INCREASED
Shares8,112 from 7,605
Change+507 (+7%)
Value$384.0K (+$130.9K)
Filed 2026-10-08
ATX Financial Planning, LLC
DECREASED
Shares8,090 from 8,787
Change-697 (-8%)
Value$383.0K (+$90.5K)
Filed 2026-10-14
Oakworth Capital, Inc.
UNCHANGED
Shares8,078 from 8,078
Change0 (0%)
Value$382.4K (+$112.3K)
Filed 2026-10-26
Everhart Financial Group, Inc.
DECREASED
Shares7,996 from 8,996
Change-1,000 (-11%)
Value$378.5K (+$79.1K)
Filed 2026-10-08
PDS Planning, Inc
DECREASED
Shares7,929 from 7,976
Change-47 (-1%)
Value$375.3K (+$109.8K)
Filed 2026-11-03
Quantum Financial Planning Services, Inc.
UNCHANGED
Shares7,921 from 7,921
Change0 (0%)
Value$375.0K (+$111.3K)
Filed 2026-10-14
Silverlake Wealth Management LLC
DECREASED
Shares7,786 from 9,127
Change-1,341 (-15%)
Value$368.6K (+$64.8K)
Filed 2026-10-21
Occidental Asset Management, LLC
INCREASED
Shares7,718 from 7,657
Change+61 (+1%)
Value$365.4K (+$110.5K)
Filed 2026-11-05
Evanson Financial, LLC
DECREASED
Shares7,706 from 12,083
Change-4,377 (-36%)
Value$364.8K (-$37.5K)
Filed 2026-10-23
Noble Wealth Management PBC
UNCHANGED
Shares7,705 from 7,705
Change0 (0%)
Value$364.8K (+$108.3K)
Filed 2026-10-01
ADE, LLC
UNCHANGED
Shares7,704 from 7,704
Change0 (0%)
Value$364.7K (+$108.2K)
Filed 2026-10-29
PUREfi Wealth, LLC
DECREASED
Shares7,650 from 8,150
Change-500 (-6%)
Value$362.2K (+$90.8K)
Filed 2026-10-19
Gilman Hill Asset Management, LLC
NEW
Shares7,645
Change+7,645
Value$361.9K
Filed 2026-10-13
Tred Avon Family Wealth, LLC
DECREASED
Shares7,645 from 11,645
Change-4,000 (-34%)
Value$361.9K (-$25.7K)
Filed 2026-10-20
Amicus Financial Advisors, LLC
DECREASED
Shares7,645 from 9,545
Change-1,900 (-20%)
Value$361.9K (+$44.2K)
Filed 2026-11-03
Correct Capital Wealth Management
DECREASED
Shares7,612 from 7,820
Change-208 (-3%)
Value$360.4K (+$100.1K)
Filed 2026-11-02
Andina Capital Management, LLC
INCREASED
Shares7,571 from 7,094
Change+477 (+7%)
Value$358.4K (+$122.3K)
Filed 2026-10-21
Verus Financial Partners, Inc.
DECREASED
Shares7,465 from 8,597
Change-1,132 (-13%)
Value$353.4K (+$67.2K)
Filed 2026-10-29
Uhlmann Price Securities, LLC
NEW
Shares7,456
Change+7,456
Value$353.0K
Filed 2026-11-03
Certuity, LLC
UNCHANGED
Shares7,455 from 7,455
Change0 (0%)
Value$352.9K (+$104.7K)
Filed 2026-11-02
Greenhouse Wealth Management, LLC
UNCHANGED
Shares7,413 from 7,413
Change0 (0%)
Value$350.8K (+$97.6K)
Filed 2026-10-20
Azzad Asset Management Inc
UNCHANGED
Shares7,408 from 7,408
Change0 (0%)
Value$350.7K (+$104.1K)
Filed 2026-11-04
Clear Point Advisors Inc.
NEW
Shares7,403
Change+7,403
Value$350.5K
Filed 2026-10-30
Sterling Investment Counsel, LLC
INCREASED
Shares7,377 from 7,368
Change+9 (+0%)
Value$349.2K (+$103.9K)
Filed 2026-10-19
Fire Capital Management LLC
DECREASED
Shares7,368 from 7,418
Change-50 (-1%)
Value$348.8K (+$101.9K)
Filed 2026-10-27
White Lighthouse Investment Management Inc.
NEW
Shares7,365
Change+7,365
Value$348.7K
Filed 2026-10-21
Canvas Wealth Advisors, LLC
NEW
Shares7,337
Change+7,337
Value$335.4K
Filed 2026-11-02
KWB Wealth
UNCHANGED
Shares7,309 from 7,309
Change0 (0%)
Value$346.0K (+$102.7K)
Filed 2026-10-16
MBA Advisors LLC
INCREASED
Shares7,307 from 7,260
Change+47 (+1%)
Value$345.9K (+$104.2K)
Filed 2026-10-29
Pacific Park Financial, Inc.
NEW
Shares7,300
Change+7,300
Value$345.6K
Filed 2026-10-13
Shepherd Street Advisors LLC
INCREASED
Shares7,296 from 6,491
Change+805 (+12%)
Value$339.6K (+$100.7K)
Filed 2026-10-21
Watchman Group, Inc.
DECREASED
Shares7,287 from 7,427
Change-140 (-2%)
Value$345.0K (+$97.7K)
Filed 2026-10-16
Benin Management Corp
UNCHANGED
Shares7,270 from 7,270
Change0 (0%)
Value$344.2K (+$102.1K)
Filed 2026-10-22
Mission Financial Group, LLC
DECREASED
Shares7,251 from 9,803
Change-2,552 (-26%)
Value$343.3K (+$16.9K)
Filed 2026-10-21
Maia Wealth LLC
DECREASED
Shares7,215 from 7,554
Change-339 (-4%)
Value$341.6K (+$90.1K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED
Shares7,210 from 10,102
Change-2,892 (-29%)
Value$341.3K (+$5.0K)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
DECREASED
Shares7,192 from 7,637
Change-445 (-6%)
Value$341.2K (+$85.7K)
Filed 2026-10-22
Financial Planning Navigators Corp
NEW
Shares7,146
Change+7,146
Value$338.3K
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares7,141 from 6,988
Change+153 (+2%)
Value$342.5K (+$104.9K)
Filed 2026-11-02
Burns Matteson Capital Management, LLC
INCREASED
Shares7,125 from 6,924
Change+201 (+3%)
Value$337.3K (+$106.8K)
Filed 2026-10-16
First United Bank & Trust
INCREASED
Shares7,094 from 6,594
Change+500 (+8%)
Value$335.8K (+$116.3K)
Filed 2026-10-22
August Group Capital Ltd
INCREASED
Shares7,092 from 6,659
Change+433 (+7%)
Value$335.7K (+$114.1K)
Filed 2026-10-14
Trinity Financial Advisors LLC
NEW
Shares7,008
Change+7,008
Value$331.8K
Filed 2026-10-09
Integrated Capital Management, LLC
DECREASED
Shares6,958 from 6,968
Change-10 (0%)
Value$329.4K (+$97.4K)
Filed 2026-10-23
Segment Wealth Management, LLC
NEW
Shares6,951
Change+6,951
Value$329.1K
Filed 2026-10-26
Sidoxia Capital Management, LLC
INCREASED
Shares6,940 from 6,661
Change+279 (+4%)
Value$328.5K (+$106.8K)
Filed 2026-10-28
Galvin, Gaustad & Stein, LLC
UNCHANGED
Shares6,914 from 6,914
Change0 (0%)
Value$327.3K (+$97.1K)
Filed 2026-10-08
Total Wealth Planning & Management, Inc.
DECREASED
Shares6,886 from 10,042
Change-3,156 (-31%)
Value$326.0K (-$8.3K)
Filed 2026-10-23
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares6,886 from 6,486
Change+400 (+6%)
Value$326.0K (+$110.1K)
Filed 2026-10-09
Crumly & Associates Inc.
UNCHANGED
Shares6,876 from 6,876
Change0 (0%)
Value$325.5K (+$96.6K)
Filed 2026-10-07
Legacy Financial Strategies, LLC
DECREASED
Shares6,832 from 7,303
Change-471 (-6%)
Value$323.4K (+$80.3K)
Filed 2026-10-15
Avaii Wealth Management, LLC
DECREASED
Shares6,823 from 8,571
Change-1,748 (-20%)
Value$325.7K (+$40.3K)
Filed 2026-10-09
Evergreen Capital Management LLC
DECREASED
Shares6,822 from 7,492
Change-670 (-9%)
Value$323.0K (+$73.5K)
Filed 2026-10-23
Altiora Financial Group, LLC
UNCHANGED
Shares6,800 from 6,800
Change0 (0%)
Value$321.9K (+$95.5K)
Filed 2026-11-04
Riggs Asset Managment Co. Inc.
DECREASED
Shares6,790 from 8,497
Change-1,707 (-20%)
Value$321.4K (+$38.6K)
Filed 2026-11-05
WP Advisors, LLC
INCREASED
Shares6,778 from 6,503
Change+275 (+4%)
Value$320.9K (+$104.4K)
Filed 2026-10-22
Catalyst Private Wealth, LLC
DECREASED
Shares6,761 from 6,777
Change-16 (0%)
Value$320.1K (+$94.5K)
Filed 2026-10-13
RMR Wealth Builders
DECREASED
Shares6,567 from 8,405
Change-1,838 (-22%)
Value$310.9K (+$31.1K)
Filed 2026-10-22
United Asset Strategies, Inc.
DECREASED
Shares6,496 from 6,800
Change-304 (-4%)
Value$307.5K (+$81.1K)
Filed 2026-10-28
FSM Wealth Advisors, LLC
DECREASED
Shares6,496 from 6,670
Change-174 (-3%)
Value$300.5K (+$78.5K)
Filed 2026-10-27
Tempus Wealth Planning, LLC
DECREASED
Shares6,493 from 10,520
Change-4,027 (-38%)
Value$307.4K (-$42.8K)
Filed 2026-10-14
Hibernia Wealth Partners, LLC
INCREASED
Shares6,480 from 6,357
Change+123 (+2%)
Value$306.8K (+$95.1K)
Filed 2026-10-29
Diesslin Group, Inc.
UNCHANGED
Shares6,479 from 6,479
Change0 (0%)
Value$306.7K (+$91.0K)
Filed 2026-10-14
TritonPoint Partners, LLC
UNCHANGED
Shares6,463 from 6,463
Change0 (0%)
Value$306.0K (+$90.8K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
DECREASED
Shares6,426 from 7,015
Change-589 (-8%)
Value$308.1K (+$69.7K)
Filed 2026-10-16
Fort Washington Investment Advisors Inc
UNCHANGED
Shares6,393 from 6,393
Change0 (0%)
Value$302.6K (+$89.8K)
Filed 2026-10-15
Sard Wealth Management Group, LLC
UNCHANGED
Shares6,376 from 6,376
Change0 (0%)
Value$301.8K (+$89.6K)
Filed 2026-10-16
Lewis Asset Management, LLC
NEW
Shares6,368
Change+6,368
Value$301.5K
Filed 2026-10-14
Oasis Advisors, LLC
NEW
Shares6,358
Change+6,358
Value$301.0K
Filed 2026-10-16
Focused Alpha, LLC
NEW
Shares6,347
Change+6,347
Value$300.5K
Filed 2026-10-20
Thompson Davis & Co., Inc.
DECREASED
Shares6,316 from 7,426
Change-1,110 (-15%)
Value$299.0K (+$58.2K)
Filed 2026-11-05
JDH Wealth Management, LLC
UNCHANGED
Shares6,297 from 6,297
Change0 (0%)
Value$298.1K (+$88.5K)
Filed 2026-10-20
Aspirean Wealth, LLC
UNCHANGED
Shares6,262 from 6,262
Change0 (0%)
Value$296.4K (+$88.0K)
Filed 2026-11-03
Client 1ST Advisory Group, LLC
NEW
Shares6,226
Change+6,226
Value$294.7K
Filed 2026-10-19
Asempa Wealth Advisors
DECREASED
Shares6,208 from 9,195
Change-2,987 (-32%)
Value$297.7K (-$8.4K)
Filed 2026-10-07
Signature Equity Partners, LLC
DECREASED
Shares6,205 from 9,989
Change-3,784 (-38%)
Value$293.7K (-$38.8K)
Filed 2026-10-29
Midwest Financial Group LLC
DECREASED
Shares6,198 from 6,451
Change-253 (-4%)
Value$293.4K (+$78.7K)
Filed 2026-10-15
King Luther Capital Management Corp
UNCHANGED
Shares6,185 from 6,185
Change0 (0%)
Value$292.8K (+$86.9K)
Filed 2026-11-05
Cidel Asset Management Inc
UNCHANGED
Shares6,180 from 6,180
Change0 (0%)
Value$292.6K (+$86.8K)
Filed 2026-10-29
Goelzer Investment Management, Inc.
NEW
Shares6,132
Change+6,132
Value$290.3K
Filed 2026-10-16
Trust Point Inc.
DECREASED
Shares6,125 from 6,344
Change-219 (-3%)
Value$290.0K (+$78.8K)
Filed 2026-10-27
Royal Fund Management, LLC
NEW
Shares6,114
Change+6,114
Value$289.4K
Filed 2026-10-22
Miller Financial Services LLC
NEW
Shares6,101
Change+6,101
Value$288.8K
Filed 2026-10-20
Carret Asset Management, LLC
UNCHANGED
Shares6,100 from 6,100
Change0 (0%)
Value$288.8K (+$85.7K)
Filed 2026-11-04
Inscription Capital, LLC
NEW
Shares6,099
Change+6,099
Value$288.7K
Filed 2026-11-02
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares6,077 from 12,086
Change-6,009 (-50%)
Value$287.7K (-$114.7K)
Filed 2026-11-03
Alliance Wealth Advisors, LLC
NEW
Shares6,070
Change+6,070
Value$287.4K
Filed 2026-10-14
Independent Wealth Network Inc.
DECREASED
Shares6,067 from 6,357
Change-290 (-5%)
Value$287.2K (+$75.6K)
Filed 2026-10-19
Integrity Investment Advisors, LLC
UNCHANGED
Shares6,067 from 6,067
Change0 (0%)
Value$287.2K (+$85.2K)
Filed 2026-11-03
Integrity Wealth Partners, LLC
NEW
Shares6,033
Change+6,033
Value$285.6K
Filed 2026-10-14
Hurley Capital, LLC
DECREASED
Shares6,032 from 27,758
Change-21,726 (-78%)
Value$285.6K (-$638.5K)
Filed 2026-11-05
Embree Financial Group
DECREASED
Shares6,028 from 7,875
Change-1,847 (-23%)
Value$285.4K (+$23.2K)
Filed 2026-10-22
Arlington Trust Co LLC
INCREASED
Shares6,025 from 850
Change+5,175 (+609%)
Value$285.2K (+$256.9K)
Filed 2026-10-20
Fusion Capital, LLC
NEW
Shares6,014
Change+6,014
Value$284.7K
Filed 2026-10-28
Pennsylvania Capital Management Inc
DECREASED
Shares5,993 from 14,138
Change-8,145 (-58%)
Value$283.7K (-$186.9K)
Filed 2026-11-05
Novem Group
DECREASED
Shares5,992 from 8,727
Change-2,735 (-31%)
Value$283.7K (-$6.9K)
Filed 2026-10-19
LCM Capital Management Inc
NEW
Shares5,950
Change+5,950
Value$281.7K
Filed 2026-10-20
Boston Standard Wealth Management, LLC
NEW
Shares5,916
Change+5,916
Value$280.1K
Filed 2026-10-07
Kercheville Advisors, LLC
NEW
Shares5,900
Change+5,900
Value$279.3K
Filed 2026-10-19
Davenport & Co LLC
NEW
Shares5,851
Change+5,851
Value$277.0K
Filed 2026-10-14
Armbruster Capital Management, Inc.
DECREASED
Shares5,843 from 13,643
Change-7,800 (-57%)
Value$276.6K (-$177.6K)
Filed 2026-10-19
Brookmont Capital Management
NEW
Shares5,750
Change+5,750
Value$272.2K
Filed 2026-10-23
Abundance Wealth Counselors
NEW
Shares5,727
Change+5,727
Value$271.1K
Filed 2026-10-26
Keystone Global Partners, LLC
NEW
Shares5,668
Change+5,668
Value$268.3K
Filed 2026-10-13
Perennial Advisors, LLC
DECREASED
Shares5,645 from 7,815
Change-2,170 (-28%)
Value$267.2K (+$7.1K)
Filed 2026-10-13
Third View Private Wealth, LLC
NEW
Shares5,631
Change+5,631
Value$266.6K
Filed 2026-10-30
Crescent Grove Advisors, LLC
DECREASED
Shares5,630 from 6,070
Change-440 (-7%)
Value$266.5K (+$64.5K)
Filed 2026-10-21
Mascagni Wealth Management, Inc.
NEW
Shares5,620
Change+5,620
Value$266.1K
Filed 2026-10-23
WoodTrust Financial Corp
NEW
Shares5,574
Change+5,574
Value$264
Filed 2026-10-09
Old Mission Investment Co LLC
NEW
Shares5,519
Change+5,519
Value$261.3K
Filed 2026-10-22
Financial Security Advisor, Inc.
NEW
Shares5,502
Change+5,502
Value$260.5K
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
NEW
Shares5,500
Change+5,500
Value$260.4K
Filed 2026-11-02
Physician Wealth Advisors, Inc.
DECREASED
Shares5,457 from 6,080
Change-623 (-10%)
Value$258.3K (+$55.9K)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
NEW
Shares5,449
Change+5,449
Value$258.0K
Filed 2026-11-05
A4 Wealth Advisors LLC
DECREASED
Shares5,446 from 34,005
Change-28,559 (-84%)
Value$257.8K (-$874.2K)
Filed 2026-10-20
TCI Wealth Advisors, Inc.
NEW
Shares5,442
Change+5,442
Value$257.6K
Filed 2026-10-30
Oarsman Capital, Inc.
DECREASED
Shares5,439 from 8,089
Change-2,650 (-33%)
Value$257.5K (-$11.8K)
Filed 2026-11-05
SeaBridge Investment Advisors LLC
NEW
Shares5,419
Change+5,419
Value$256.5K
Filed 2026-11-02
Fairway Wealth LLC
UNCHANGED
Shares5,350 from 5,350
Change0 (0%)
Value$253.3K (+$73.2K)
Filed 2026-10-30
Pacific Asset Management, LLC
NEW
Shares5,302
Change+5,302
Value$251.0K
Filed 2026-10-15
Mainsail Asset Management, LLC
NEW
Shares5,297
Change+5,297
Value$256.9K
Filed 2026-10-14
Holcombe Financial, Inc.
NEW
Shares5,290
Change+5,290
Value$250.4K
Filed 2026-10-16
Krilogy Financial LLC
NEW
Shares5,284
Change+5,284
Value$247.6K
Filed 2026-10-13
Purus Wealth Management, LLC
NEW
Shares5,275
Change+5,275
Value$249.7K
Filed 2026-10-15
Gradient Capital Advisors, LLC
NEW
Shares5,258
Change+5,258
Value$248.9K
Filed 2026-10-21
MPS Loria Financial Planners, LLC
NEW
Shares5,241
Change+5,241
Value$248.1K
Filed 2026-10-14
DMC Group, LLC
DECREASED
Shares5,232 from 7,916
Change-2,684 (-34%)
Value$247.7K (-$15.8K)
Filed 2026-10-26
Retirement Planning Co of New England, Inc.
NEW
Shares5,227
Change+5,227
Value$247.4K
Filed 2026-10-15
Chapin Davis, Inc.
NEW
Shares5,223
Change+5,223
Value$247.3K
Filed 2026-10-09
Cyndeo Wealth Partners, LLC
NEW
Shares5,222
Change+5,222
Value$247.2K
Filed 2026-10-16
Spinnaker Investment Group, LLC
NEW
Shares5,210
Change+5,210
Value$246.6K
Filed 2026-10-13
Box Hill Private Wealth LLC
NEW
Shares5,157
Change+5,157
Value$244.1K
Filed 2026-10-05
Palatine Hill Wealth Management, LLC
DECREASED
Shares5,157 from 6,874
Change-1,717 (-25%)
Value$244.1K (+$15.3K)
Filed 2026-11-03
Anchyra Partners LLC
NEW
Shares5,155
Change+5,155
Value$244.0K
Filed 2026-10-13
Founders Financial Securities LLC
NEW
Shares5,154
Change+5,154
Value$244.0K
Filed 2026-10-28
Sageworth Trust Co of South Dakota
NEW
Shares5,141
Change+5,141
Value$243.4K
Filed 2026-10-30
Endeavor Private Wealth, Inc.
NEW
Shares5,141
Change+5,141
Value$243.4K
Filed 2026-11-05
Olio Financial Planning
NEW
Shares5,140
Change+5,140
Value$243.3K
Filed 2026-10-22
Plante Moran Financial Advisors, LLC
DECREASED
Shares5,128 from 6,408
Change-1,280 (-20%)
Value$242.8K (+$29.4K)
Filed 2026-11-04
Shelter Rock Management, LLC
NEW
Shares5,115
Change+5,115
Value$251.2K
Filed 2026-10-09
Gerald Baker Financial Group LLC
NEW
Shares5,103
Change+5,103
Value$241.6K
Filed 2026-10-09
Briaud Financial Planning Inc
NEW
Shares5,088
Change+5,088
Value$240.9K
Filed 2026-10-20
Northcape Wealth Management, LLC
NEW
Shares5,064
Change+5,064
Value$239.7K
Filed 2026-11-04
GenWealth Group, Inc.
NEW
Shares5,012
Change+5,012
Value$237.3K
Filed 2026-10-16
Stonebridge Financial Group, LLC
NEW
Shares5,009
Change+5,009
Value$237.1K
Filed 2026-10-01
Provident Wealth Management, LLC
NEW
Shares5,000
Change+5,000
Value$236.7K
Filed 2026-10-20
Petros Family Wealth, LLC
NEW
Shares4,988
Change+4,988
Value$236.1K
Filed 2026-10-28
Root Financial Partners, LLC
DECREASED
Shares4,972 from 6,639
Change-1,667 (-25%)
Value$235.4K (+$14.4K)
Filed 2026-10-21
Stone House Investment Management, LLC
INCREASED
Shares4,971 from 3,101
Change+1,870 (+60%)
Value$235.3K (+$132.1K)
Filed 2026-10-23
Norris Perne & French LLP
NEW
Shares4,948
Change+4,948
Value$234.2K
Filed 2026-10-23
IFC & Insurance Marketing, Inc.
NEW
Shares4,947
Change+4,947
Value$234.2K
Filed 2026-10-16
Donor Advised Charitable Giving, Inc.
NEW
Shares4,940
Change+4,940
Value$233.9K
Filed 2026-10-28
Planning Strategies Inc.
UNCHANGED
Shares4,903 from 4,903
Change0 (0%)
Value$232.1K (+$68.9K)
Filed 2026-10-02
SevenBridge Financial Group, LLC
NEW
Shares4,898
Change+4,898
Value$228.8K
Filed 2026-10-26
Simplex Trading, LLC
DECREASED
Shares4,859 from 203,178
Change-198,319 (-98%)
Value$230.0K (-$6.5M)
Filed 2026-11-04
Nautilus Advisors LLC
NEW
Shares4,854
Change+4,854
Value$229.8K
Filed 2026-10-07
Glass Jacobson Investment Advisors llc
INCREASED
Shares4,854 from 3,868
Change+986 (+25%)
Value$229.8K (+$101.0K)
Filed 2026-10-26
Summa Corp.
NEW
Shares4,853
Change+4,853
Value$229.7K
Filed 2026-10-30
Chesley Taft & Associates LLC
NEW
Shares4,850
Change+4,850
Value$229.6K
Filed 2026-10-13
Vima LLC
INCREASED
Shares4,839 from 4,836
Change+3 (+0%)
Value$229.1K (+$68.1K)
Filed 2026-10-23
CMG Global Holdings, LLC
DECREASED
Shares4,796 from 7,599
Change-2,803 (-37%)
Value$227.0K (-$25.9K)
Filed 2026-10-14
Gaddis Premier Wealth Advisors LLC
NEW
Shares4,776
Change+4,776
Value$226.1K
Filed 2026-10-29
Mid-American Wealth Advisory Group, Inc.
NEW
Shares4,755
Change+4,755
Value$225.1K
Filed 2026-10-21
Tamar Securities, LLC
DECREASED
Shares4,753 from 17,657
Change-12,904 (-73%)
Value$225.0K (-$362.8K)
Filed 2026-11-03
Fishman JAY A LTD
NEW
Shares4,735
Change+4,735
Value$224.2K
Filed 2026-10-26
SeedSafe Financial LLC
NEW
Shares4,700
Change+4,700
Value$222.5K
Filed 2026-11-02
Kestra Investment Management, LLC
NEW
Shares4,687
Change+4,687
Value$221.9K
Filed 2026-11-04
Horizon Wealth Management, LLC
NEW
Shares4,687
Change+4,687
Value$221.9K
Filed 2026-11-02
West Wealth Group, LLC
NEW
Shares4,655
Change+4,655
Value$220.4K
Filed 2026-10-14
Diligent Investors, LLC
NEW
Shares4,649
Change+4,649
Value$220.1K
Filed 2026-10-21
Durante & Waters, LLC
NEW
Shares4,635
Change+4,635
Value$219.4K
Filed 2026-10-28
James J. Burns & Company, LLC
NEW
Shares4,634
Change+4,634
Value$219.4K
Filed 2026-10-22
Tucker Asset Management LLC
NEW
Shares4,626
Change+4,626
Value$219.0K
Filed 2026-10-29
Meixler Investment Management, Ltd.
NEW
Shares4,607
Change+4,607
Value$218.1K
Filed 2026-11-03
Helium Advisors LLC
NEW
Shares4,602
Change+4,602
Value$217.9K
Filed 2026-10-23
Banque Pictet & CIE SA
NEW
Shares4,600
Change+4,600
Value$217.8K
Filed 2026-10-16
Moneco Advisors, LLC
NEW
Shares4,572
Change+4,572
Value$216.4K
Filed 2026-11-05
4Wealth Advisors, Inc.
DECREASED
Shares4,551 from 11,827
Change-7,276 (-62%)
Value$215.4K (-$188.8K)
Filed 2026-10-13
Woodmont Investment Counsel LLC
NEW
Shares4,550
Change+4,550
Value$215.4K
Filed 2026-10-29
William Howard & Co Financial Advisors Inc
NEW
Shares4,536
Change+4,536
Value$214.7K
Filed 2026-11-04
Opal Wealth Advisors, LLC
NEW
Shares4,535
Change+4,535
Value$214.7K
Filed 2026-10-16
MN Wealth Advisors, LLC
DECREASED
Shares4,531 from 6,058
Change-1,527 (-25%)
Value$214.5K (+$12.8K)
Filed 2026-10-23
Plan Group Financial, LLC
NEW
Shares4,526
Change+4,526
Value$211.4K
Filed 2026-10-22
Brighton Securities Corp.
NEW
Shares4,520
Change+4,520
Value$214.0K
Filed 2026-10-08
SFI Advisors, LLC
NEW
Shares4,507
Change+4,507
Value$213.4K
Filed 2026-10-30
Cordatus Wealth Management LLC
NEW
Shares4,500
Change+4,500
Value$213.0K
Filed 2026-10-19
Vista Investment Partners LLC
DECREASED
Shares4,494 from 10,184
Change-5,690 (-56%)
Value$212.7K (-$126.3K)
Filed 2026-10-08
Westover Capital Advisors, LLC
NEW
Shares4,464
Change+4,464
Value$211.3K
Filed 2026-10-26
Cornerstone Management, Inc.
NEW
Shares4,434
Change+4,434
Value$209.9K
Filed 2026-10-16
Elevatus Welath Management
NEW
Shares4,433
Change+4,433
Value$209.9K
Filed 2026-10-19
Whelan Financial
NEW
Shares4,407
Change+4,407
Value$208.6K
Filed 2026-10-28
Redwood Family Wealth LLC
NEW
Shares4,401
Change+4,401
Value$208.3K
Filed 2026-10-20
Tsfg, LLC
DECREASED
Shares4,398 from 41,487
Change-37,089 (-89%)
Value$208 (-$1.4M)
Filed 2026-10-23
Ridgecrest Wealth Partners, LLC
NEW
Shares4,390
Change+4,390
Value$207.8K
Filed 2026-10-19
Marietta Wealth Management, LLC
NEW
Shares4,382
Change+4,382
Value$202.6K
Filed 2026-10-22
B.O.S.S. Retirement Advisors, LLC
NEW
Shares4,374
Change+4,374
Value$207.1K
Filed 2026-10-26
Saxony Capital Management, LLC
NEW
Shares4,370
Change+4,370
Value$206.9K
Filed 2026-10-15
Advisor OS, LLC
NEW
Shares4,355
Change+4,355
Value$206.2K
Filed 2026-11-03
North Star Investment Management Corp.
DECREASED
Shares4,354 from 5,455
Change-1,101 (-20%)
Value$206.1K (+$24.5K)
Filed 2026-10-27
New Harbor Financial Group, LLC
NEW
Shares4,352
Change+4,352
Value$206.0K
Filed 2026-10-22
Rosenberg Matthew Hamilton
INCREASED
Shares4,346 from 172
Change+4,174 (+2427%)
Value$205.7K (+$200.0K)
Filed 2026-10-05
J. Derek Lewis & Associates Inc.
DECREASED
Shares4,344 from 6,521
Change-2,177 (-33%)
Value$205.6K (-$11.4K)
Filed 2026-11-03
6th Street Advisors, LLC
NEW
Shares4,331
Change+4,331
Value$205.0K
Filed 2026-10-14
Childress Capital Advisors, LLC
NEW
Shares4,322
Change+4,322
Value$204.6K
Filed 2026-10-28
Madrid Wealth Management, LLC
NEW
Shares4,299
Change+4,299
Value$203.5K
Filed 2026-10-23
Cutler Investment Counsel LLC
NEW
Shares4,294
Change+4,294
Value$203.3K
Filed 2026-10-28
Princeton Global Asset Management LLC
DECREASED
Shares4,288 from 4,388
Change-100 (-2%)
Value$203.0K (+$56.9K)
Filed 2026-10-21
Nemes Rush Group LLC
INCREASED
Shares4,284 from 4,111
Change+173 (+4%)
Value$202.8K (+$66.0K)
Filed 2026-11-04
Parcion Private Wealth LLC
NEW
Shares4,257
Change+4,257
Value$201.5K
Filed 2026-10-28
Armstrong Advisory Group, Inc
UNCHANGED
Shares4,227 from 4,227
Change0 (0%)
Value$200.1K (+$59.4K)
Filed 2026-10-09
Meriwether Wealth & Planning, LLC
NEW
Shares4,088
Change+4,088
Value$193.5K
Filed 2026-10-13
DT Investment Partners, LLC
DECREASED
Shares4,037 from 5,185
Change-1,148 (-22%)
Value$191.1K (+$18.5K)
Filed 2026-10-27
IMG Wealth Management, Inc.
UNCHANGED
Shares3,826 from 3,826
Change0 (0%)
Value$181.1K (+$53.8K)
Filed 2026-10-27
Nvwm, LLC
INCREASED
Shares3,767 from 977
Change+2,790 (+286%)
Value$178.3K (+$145.8K)
Filed 2026-10-14
Main Street Group, LTD
DECREASED
Shares3,747 from 4,793
Change-1,046 (-22%)
Value$177.4K (+$17.8K)
Filed 2026-10-28
James T. Borello RIA
UNCHANGED
Shares3,746 from 3,746
Change0 (0%)
Value$177.3K (+$52.6K)
Filed 2026-10-16
Valley National Advisers Inc
INCREASED
Shares3,742 from 3,542
Change+200 (+6%)
Value$177.1K (+$59.2K)
Filed 2026-10-23
DecisionPoint Financial, LLC
UNCHANGED
Shares3,705 from 3,705
Change0 (0%)
Value$177.7K (+$51.7K)
Filed 2026-10-27
Trust Co of Vermont
DECREASED
Shares3,695 from 3,945
Change-250 (-6%)
Value$174.9K (+$43.6K)
Filed 2026-10-21
Bfsg, LLC
INCREASED
Shares3,650 from 3,610
Change+40 (+1%)
Value$172.8K (+$52.6K)
Filed 2026-10-30
Quadrant Capital Group LLC
INCREASED
Shares3,503 from 3,119
Change+384 (+12%)
Value$165.1K (+$61.3K)
Filed 2026-10-20
Mechanics Financial Corp
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$165.7K (+$49.2K)
Filed 2026-11-05
Salomon & Ludwin, LLC
DECREASED
Shares3,328 from 3,342
Change-14 (0%)
Value$157.5K (+$43.9K)
Filed 2026-10-29
Avion Wealth
UNCHANGED
Shares3,285 from 3,285
Change0 (0%)
Value$155.0K (+$46.0K)
Filed 2026-11-04
Reap Financial Group, LLC
DECREASED
Shares3,257 from 3,266
Change-9 (0%)
Value$154.2K (+$45.5K)
Filed 2026-11-02
Winthrop Capital Management, LLC
UNCHANGED
Shares3,211 from 3,211
Change0 (0%)
Value$152.0K (+$45.0K)
Filed 2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares3,200 from 1,690
Change+1,510 (+89%)
Value$151.5K (+$95.2K)
Filed 2026-10-29
Parkside Financial Bank & Trust
UNCHANGED
Shares3,196 from 3,196
Change0 (0%)
Value$151.3K (+$44.9K)
Filed 2026-10-27
Richardson Capital Management LLC
INCREASED
Shares3,096 from 3,014
Change+82 (+3%)
Value$146.6K (+$46.2K)
Filed 2026-10-23
Mosley Wealth Management
DECREASED
Shares3,039 from 4,969
Change-1,930 (-39%)
Value$141.6K (-$23.8K)
Filed 2026-10-16
Indiana Trust & Investment Management Co
UNCHANGED
Shares2,955 from 2,955
Change0 (0%)
Value$139.9K (+$41.5K)
Filed 2026-10-22
Latitude Advisors, LLC
NEW
Shares2,912
Change+2,912
Value$137.8K
Filed 2026-10-27
Kelleher Financial Advisors
DECREASED
Shares2,900 from 5,926
Change-3,026 (-51%)
Value$137.3K (-$60.0K)
Filed 2026-10-30
Entrust Financial LLC
INCREASED
Shares2,895 from 2,853
Change+42 (+1%)
Value$137.1K (+$42.1K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares2,889 from 3,089
Change-200 (-6%)
Value$136.8K (+$33.9K)
Filed 2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares2,844 from 193
Change+2,651 (+1374%)
Value$135 (+$129)
Filed 2026-10-14
Team Financial Group, LLC
NEW
Shares2,804
Change+2,804
Value$132.7K
Filed 2026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED
Shares2,781 from 2,781
Change0 (0%)
Value$131.7K (+$39.1K)
Filed 2026-10-15
Three Bridge Wealth Advisors, LLC
NEW
Shares2,780
Change+2,780
Value$131.6K
Filed 2026-11-05
Horrell Capital Management, Inc.
INCREASED
Shares2,779 from 2,257
Change+522 (+23%)
Value$132.5K (+$57.4K)
Filed 2026-10-08
Quaker Wealth Management, LLC
DECREASED
Shares2,724 from 11,606
Change-8,882 (-77%)
Value$129.0K (-$257.4K)
Filed 2026-10-22
Gold Investment Management Ltd.
UNCHANGED
Shares2,723 from 2,723
Change0 (0%)
Value$128.9K (+$38.3K)
Filed 2026-10-19
West Paces Advisors Inc.
INCREASED
Shares2,676 from 2,539
Change+137 (+5%)
Value$126.7K (+$42.2K)
Filed 2026-10-13
Covestor Ltd
INCREASED
Shares2,670 from 1,267
Change+1,403 (+111%)
Value$126 (-$41.9K)
Filed 2026-10-30
Hoey Investments, Inc
UNCHANGED
Shares2,589 from 2,589
Change0 (0%)
Value$122.6K (+$36.4K)
Filed 2026-10-29
Caldwell Trust Co
UNCHANGED
Shares2,509 from 2,509
Change0 (0%)
Value$118.8K (+$35.3K)
Filed 2026-10-30
Jnba Financial Advisors
UNCHANGED
Shares2,502 from 2,502
Change0 (0%)
Value$118.4K (+$35.2K)
Filed 2026-11-03
Gen-Wealth Partners Inc
UNCHANGED
Shares2,423 from 2,423
Change0 (0%)
Value$114.7K (+$34.0K)
Filed 2026-11-04
IFS Advisors, LLC
INCREASED
Shares2,302 from 1,385
Change+917 (+66%)
Value$109.0K (+$62.9K)
Filed 2026-10-14
Harbor Capital Advisors, Inc.
NEW
Shares2,210
Change+2,210
Value$105
Filed 2026-10-22
Triumph Capital Management
UNCHANGED
Shares2,174 from 2,174
Change0 (0%)
Value$102.9K (+$30.5K)
Filed 2026-10-14
Axiom Investment Management LLC
UNCHANGED
Shares2,135 from 2,135
Change0 (0%)
Value$101.1K (+$30.0K)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares2,104 from 1,968
Change+136 (+7%)
Value$99.6K (+$34.1K)
Filed 2026-10-08
Financial Consulate, Inc
DECREASED
Shares2,070 from 3,370
Change-1,300 (-39%)
Value$98.0K (-$14.2K)
Filed 2026-10-23
Birch Financial Group, LLC
NEW
Shares2,042
Change+2,042
Value$96.7K
Filed 2026-10-27
Atwood & Palmer Inc
UNCHANGED
Shares2,030 from 2,030
Change0 (0%)
Value$96.1K (+$28.5K)
Filed 2026-10-08
Downshift Financial, LLC
UNCHANGED
Shares2,030 from 2,030
Change0 (0%)
Value$96.1K (+$28.5K)
Filed 2026-10-13
Tounjian Advisory Partners, LLC
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$95.6K (+$28.4K)
Filed 2026-11-04
Markowski Investments
DECREASED
Shares1,993 from 2,158
Change-165 (-8%)
Value$94.3K (+$22.5K)
Filed 2026-10-30
StrongBox Wealth, LLC
DECREASED
Shares1,896 from 1,957
Change-61 (-3%)
Value$89.8K (+$24.6K)
Filed 2026-11-02
Laurel Wealth Advisors LLC
NEW
Shares1,820
Change+1,820
Value$86.2K
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
DECREASED
Shares1,807 from 3,374
Change-1,567 (-46%)
Value$85.5K (-$26.8K)
Filed 2026-10-13
Wilkerson Advisory Group LLC
DECREASED
Shares1,779 from 2,321
Change-542 (-23%)
Value$84.2K (+$6.9K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
DECREASED
Shares1,738 from 2,865
Change-1,127 (-39%)
Value$82.3K (-$13.1K)
Filed 2026-11-03
Independence Bank of Kentucky
DECREASED
Shares1,736 from 1,836
Change-100 (-5%)
Value$82.2K (+$21.1K)
Filed 2026-10-26
Grove Bank & Trust
UNCHANGED
Shares1,635 from 1,635
Change0 (0%)
Value$77.4K (+$23.0K)
Filed 2026-10-08
Essential Investment Partners LLC
UNCHANGED
Shares1,586 from 1,586
Change0 (0%)
Value$75.1K (+$22.3K)
Filed 2026-10-27
Spurstone Advisory Services, LLC
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$76.0K (+$22.1K)
Filed 2026-11-02
Next Level Wealth Planning, LLC
NEW
Shares1,582
Change+1,582
Value$74.9K
Filed 2026-10-29
Fairman Group, LLC
UNCHANGED
Shares1,571 from 1,571
Change0 (0%)
Value$74.4K (+$22.1K)
Filed 2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED
Shares1,554 from 1,554
Change0 (0%)
Value$73.6K (+$21.8K)
Filed 2026-10-16
United Financial Planning Group LLC
INCREASED
Shares1,524 from 927
Change+597 (+64%)
Value$73.9K (+$43.0K)
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares1,473 from 1,473
Change0 (0%)
Value$69.7K (+$20.7K)
Filed 2026-11-03
Elyxium Wealth, LLC
NEW
Shares1,447
Change+1,447
Value$68.5K
Filed 2026-10-27
Burkett Financial Services, LLC
INCREASED
Shares1,428 from 1,321
Change+107 (+8%)
Value$67.6K (+$23.6K)
Filed 2026-10-01
Reyes Financial Architecture, Inc.
NEW
Shares1,423
Change+1,423
Value$67.4K
Filed 2026-10-22
Cornerstone National Bank & Trust Co
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$65.0K (+$18.9K)
Filed 2026-10-20
McCarley & Cook Financial Planners
UNCHANGED
Shares1,315 from 1,315
Change0 (0%)
Value$62.3K (+$18.5K)
Filed 2026-10-21
Center for Financial Planning, Inc.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$61.5K (+$18.3K)
Filed 2026-10-26
MTM Investment Management, LLC
INCREASED
Shares1,256 from 411
Change+845 (+206%)
Value$59.5K (+$45.8K)
Filed 2026-10-30
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares1,193 from 1,193
Change0 (0%)
Value$56.5K (+$16.8K)
Filed 2026-11-03
New England Capital Financial Advisors LLC
DECREASED
Shares1,179 from 1,265
Change-86 (-7%)
Value$55.8K (+$13.7K)
Filed 2026-11-03
Carota Wealth Management
NEW
Shares1,156
Change+1,156
Value$54.7K
Filed 2026-11-03
GoalVest Advisory LLC
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$54.3K (+$16.1K)
Filed 2026-10-02
Elevation Wealth Partners, LLC
UNCHANGED
Shares1,139 from 1,139
Change0 (0%)
Value$53.9K (+$16.0K)
Filed 2026-10-07
City Holding Co
UNCHANGED
Shares1,115 from 1,115
Change0 (0%)
Value$52.8K (+$15.7K)
Filed 2026-10-19
Jacobi Capital Management LLC
NEW
Shares1,109
Change+1,109
Value$52.5K
Filed 2026-11-05
Bangor Savings Bank
DECREASED
Shares1,103 from 1,203
Change-100 (-8%)
Value$52.2K (+$12.2K)
Filed 2026-10-06
Bay Harbor Wealth Management, LLC
NEW
Shares1,083
Change+1,083
Value$51.3K
Filed 2026-11-03
Pathway Financial Advisers, LLC
NEW
Shares1,063
Change+1,063
Value$50.3K
Filed 2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares1,053 from 1,053
Change0 (0%)
Value$49.8K (+$14.8K)
Filed 2026-10-30
Kozak & Associates, Inc.
UNCHANGED
Shares1,048 from 1,048
Change0 (0%)
Value$48.4K (+$12.7K)
Filed 2026-10-29
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares1,045 from 1,045
Change0 (0%)
Value$49.5K (+$14.7K)
Filed 2026-10-15
Acumen Wealth Advisors, LLC
INCREASED
Shares1,034 from 477
Change+557 (+117%)
Value$49.0K (+$33.1K)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares1,000 from 472
Change+528 (+112%)
Value$47.3K (+$31.6K)
Filed 2026-10-05
Quintet Private Bank (Europe) S.A.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$47.3K (+$14.1K)
Filed 2026-10-08
Steph & Co
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$46.2K (+$13.7K)
Filed 2026-10-07
Evermay Wealth Management LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$45.0K (+$13.3K)
Filed 2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares944 from 944
Change0 (0%)
Value$44.7K (+$13.3K)
Filed 2026-10-16
Vision Financial Markets LLC
DECREASED
Shares889 from 3,289
Change-2,400 (-73%)
Value$42.7K (-$67.4K)
Filed 2026-10-22
GHP Investment Advisors, Inc.
DECREASED
Shares839 from 895
Change-56 (-6%)
Value$39.7K (+$9.9K)
Filed 2026-10-15
Blueline Advisors LLC
INCREASED
Shares819 from 188
Change+631 (+336%)
Value$38.8K (+$32.5K)
Filed 2026-10-15
Madden Securities Corp
NEW
Shares800
Change+800
Value$37.9K
Filed 2026-10-27
Hilton Head Capital Partners, LLC
INCREASED
Shares794 from 132
Change+662 (+502%)
Value$37.6K (+$33.2K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$37.3K (+$11.1K)
Filed 2026-10-23
Horizons Wealth Management
NEW
Shares776
Change+776
Value$36.7K
Filed 2026-10-05
Wolff Wiese Magana LLC
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$36.2K (+$10.7K)
Filed 2026-10-15
Mather Group, Llc.
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$34.2K (+$10.2K)
Filed 2026-10-14
William Mack & Associates, Inc.
NEW
Shares705
Change+705
Value$33.4K
Filed 2026-10-27
Coastline Trust Co
DECREASED
Shares701 from 2,546
Change-1,845 (-72%)
Value$33.2K (-$51.6K)
Filed 2026-10-01
Lloyd Advisory Services, Llc.
DECREASED
Shares695 from 3,056
Change-2,361 (-77%)
Value$32.9K (-$68.8K)
Filed 2026-11-02
Bokf, NA
DECREASED
Shares695 from 2,275
Change-1,580 (-69%)
Value$32.9K (-$42.8K)
Filed 2026-10-27
Highline Wealth Partners LLC
INCREASED
Shares694 from 94
Change+600 (+638%)
Value$32.9K (+$29.7K)
Filed 2026-10-19
Birchwood Financial Partners, Inc.
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$31.5K (+$9.4K)
Filed 2026-11-02
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares654 from 654
Change0 (0%)
Value$31.0K (+$9.2K)
Filed 2026-10-28
Gilpin Wealth Management, LLC
DECREASED
Shares622 from 722
Change-100 (-14%)
Value$29.4K (+$5.4K)
Filed 2026-10-09
Evolution Wealth Management Inc.
DECREASED
Shares620 from 666
Change-46 (-7%)
Value$29.4K (+$7.2K)
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$28.5K (+$8.5K)
Filed 2026-10-27
Birch Capital Management, LLC
NEW
Shares591
Change+591
Value$28.0K
Filed 2026-10-27
Fairscale Capital, LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$25.6K (+$5.9K)
Filed 2026-11-04
PFS Partners, LLC
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$26.7K (+$7.9K)
Filed 2026-10-21
Strengthening Families & Communities, LLC
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$26.3K (+$7.8K)
Filed 2026-10-21
Westside Investment Management, Inc.
INCREASED
Shares535 from 435
Change+100 (+23%)
Value$25.3K (+$10.8K)
Filed 2026-11-02
American Capital Advisory, LLC
DECREASED
Shares531 from 533
Change-2 (0%)
Value$25.1K (+$7.4K)
Filed 2026-10-28
Global Trust Asset Management, LLC
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$25.1K (+$7.4K)
Filed 2026-10-19
GGM Financial LLC
NEW
Shares529
Change+529
Value$25.0K
Filed 2026-11-05
Hickory Point Bank & Trust
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$24.9K (+$7.4K)
Filed 2026-10-01
Sfam, LLC
UNCHANGED
Shares516 from 516
Change0 (0%)
Value$24.4K (+$7.2K)
Filed 2026-11-03
West Branch Capital LLC
UNCHANGED
Shares479 from 479
Change0 (0%)
Value$22.7K (+$6.7K)
Filed 2026-10-20
1620 Investment Advisors, Inc.
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$22.5K (+$6.7K)
Filed 2026-11-04
Central Trust Co
INCREASED
Shares449 from 409
Change+40 (+10%)
Value$21.3K (+$7.6K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares447 from 447
Change0 (0%)
Value$21.2K (+$6.3K)
Filed 2026-10-28
Livelsberger Financial Advisory
NEW
Shares425
Change+425
Value$20.1K
Filed 2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED
Shares419 from 419
Change0 (0%)
Value$19.8K (+$5.9K)
Filed 2026-10-16
UMB Private Wealth Management, LLC
NEW
Shares409
Change+409
Value$19.4K
Filed 2026-10-19
Abound Wealth Management
INCREASED
Shares408 from 257
Change+151 (+59%)
Value$19.3K (+$10.7K)
Filed 2026-10-26
First Pacific Financial
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$19.3K (+$5.7K)
Filed 2026-10-14
Bare Financial Services, Inc
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$19.1K (+$5.7K)
Filed 2026-11-04
High Point Wealth Management, LLC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$18.7K (+$5.5K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$18.4K (+$5.5K)
Filed 2026-10-23
Rydar Equities, Inc.
NEW
Shares382
Change+382
Value$18.0K
Filed 2026-10-13
TFC Financial Management, Inc.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$18.0K (+$5.3K)
Filed 2026-10-26
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares363 from 371
Change-8 (-2%)
Value$17.2K (+$4.8K)
Filed 2026-10-15
First Community Trust NA
UNCHANGED
Shares352 from 352
Change0 (0%)
Value$16.7K (+$4.9K)
Filed 2026-10-07
Midwest Capital Advisors, LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$15.8K (+$4.7K)
Filed 2026-11-04
Sofi Wealth, LLC
DECREASED
Shares309 from 64,074
Change-63,765 (-100%)
Value$14.6K (-$2.1M)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
NEW
Shares306
Change+306
Value$14.5K
Filed 2026-10-07
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$14.2K (+$4.2K)
Filed 2026-10-28
Hughes Financial Services, LLC
INCREASED
Shares288 from 238
Change+50 (+21%)
Value$13.2K (+$5.2K)
Filed 2026-10-30
Putney Financial Group LLC
NEW
Shares285
Change+285
Value$13.5K
Filed 2026-10-30
Key FInancial Inc
UNCHANGED
Shares280 from 280
Change0 (0%)
Value$13.3K (+$3.9K)
Filed 2026-11-02
Bank of New Hampshire
DECREASED
Shares275 from 1,182
Change-907 (-77%)
Value$13.0K (-$26.3K)
Filed 2026-10-06
Bulwark Capital Corp
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$12.6K (+$3.8K)
Filed 2026-10-13
Farmers & Merchants Investments Inc
UNCHANGED
Shares261 from 261
Change0 (0%)
Value$12.4K (+$3.7K)
Filed 2026-10-22
Breakwater Investment Management
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$12.0K (+$3.6K)
Filed 2026-10-20
First Bancorp, Inc
NEW
Shares250
Change+250
Value$11.8K
Filed 2026-10-26
Morton Brown Family Wealth, LLC
INCREASED
Shares241 from 200
Change+41 (+21%)
Value$11.4K (+$4.8K)
Filed 2026-10-23
Phillip James Consulting Co.
NEW
Shares233
Change+233
Value$11.0K
Filed 2026-11-03
Essential Partners LLC
DECREASED
Shares223 from 271
Change-48 (-18%)
Value$10.6K (+$1.5K)
Filed 2026-10-14
Kingdom Financial Group Llc.
DECREASED
Shares212 from 1,827
Change-1,615 (-88%)
Value$10.0K (-$50.8K)
Filed 2026-11-04
Hartford Financial Management Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.5K (+$2.8K)
Filed 2026-10-21
Aventus Investment Advisors, Inc.
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$8.9K (+$2.6K)
Filed 2026-10-09
Davis Capital Management
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$8.6K (+$2.6K)
Filed 2026-10-08
Alta Capital Management LLC/
NEW
Shares177
Change+177
Value$8.4K
Filed 2026-10-26
American National Bank & Trust
DECREASED
Shares163 from 576
Change-413 (-72%)
Value$7.7K (-$11.5K)
Filed 2026-10-07
Friedenthal Financial
UNCHANGED
Shares162 from 162
Change0 (0%)
Value$7.7K (+$2.3K)
Filed 2026-10-27
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$7.6K (+$2.3K)
Filed 2026-10-19
First Horizon Corp
DECREASED
Shares150 from 3,150
Change-3,000 (-95%)
Value$7.1K (-$97.8K)
Filed 2026-10-26
Tradewinds Capital Management, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$6.5K (+$1.9K)
Filed 2026-10-23
SBK Financial, Inc.
INCREASED
Shares135 from 125
Change+10 (+8%)
Value$6.4K (+$2.2K)
Filed 2026-11-02
Ares Financial Consulting, LLC
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$5.6K (+$1.7K)
Filed 2026-10-19
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares104 from 348
Change-244 (-70%)
Value$4.9K (-$6.7K)
Filed 2026-10-16
Milestone Investment Advisors LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$4.9K (+$1.4K)
Filed 2026-11-05
Lodestone Wealth Management LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$4.8K (+$1.4K)
Filed 2026-10-14
Barrett & Company, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$4.7K (+$1.4K)
Filed 2026-10-22
Redwood Park Advisors LLC
INCREASED
Shares95 from 90
Change+5 (+6%)
Value$4.5K (+$1.5K)
Filed 2026-11-02
Bear Mountain Capital, Inc.
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$3.9K (+$804)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
DECREASED
Shares75 from 3,410
Change-3,335 (-98%)
Value$3.6K (-$110.0K)
Filed 2026-10-30
MV Capital Management, Inc.
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$3.4K (+$996)
Filed 2026-10-29
NBH Bank
DECREASED
Shares63 from 163
Change-100 (-61%)
Value$3.0K (-$2.4K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
DECREASED
Shares57 from 197
Change-140 (-71%)
Value$2.7K (-$3.9K)
Filed 2026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.4K (+$703)
Filed 2026-11-03
First Premier Bank
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2 ($0)
Filed 2026-10-13
Concord Wealth Partners
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$2.1K (+$630)
Filed 2026-11-02
Sima Wealth Partners, LLC
INCREASED
Shares44 from 41
Change+3 (+7%)
Value$2.1K (+$718)
Filed 2026-10-19
Private Trust Co NA
DECREASED
Shares38 from 125
Change-87 (-70%)
Value$1.8K (-$2.4K)
Filed 2026-10-20
First Command Advisory Services, Inc.
NEW
Shares31
Change+31
Value$1.5K
Filed 2026-11-05
Trust Co of Toledo NA
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.4K (+$408)
Filed 2026-10-16
Robbins Farley
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.1K (+$323)
Filed 2026-10-21
Buck Wealth Strategies, LLC
DECREASED
Shares20 from 157
Change-137 (-87%)
Value$947 (-$4.3K)
Filed 2026-10-28
Creative Financial Designs Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$947 (+$281)
Filed 2026-11-04
Toth Financial Advisory Corp
INCREASED
Shares19 from 13
Change+6 (+46%)
Value$900 (+$467)
Filed 2026-10-08
Trifecta Capital Advisors, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$900 (+$267)
Filed 2026-10-21
Duncker Streett & Co Inc
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$710 (+$211)
Filed 2026-10-27
Financially Speaking Inc
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$521 (+$98)
Filed 2026-11-05
Costello Asset Management, Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$473 (+$140)
Filed 2026-10-30
Bullock Wealth Management Group
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$192 (+$56)
Filed 2026-10-09
Wesbanco Bank Inc
CLOSED
Shares0 from 120,868
Change-120,868 (-100%)
Value$0 (-$4.0M)
Filed 2026-11-04
Vestor Capital, LLC
CLOSED
Shares0 from 87,894
Change-87,894 (-100%)
Value$0 (-$12.3K)
Filed 2026-11-04
Security National Bank
CLOSED
Shares0 from 74,276
Change-74,276 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-26
Bullish
CLOSED
Shares0 from 40,000
Change-40,000 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-27
Silverleafe Capital Partners, LLC
CLOSED
Shares0 from 37,184
Change-37,184 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-02
Sagace Wealth Management LLC
CLOSED
Shares0 from 35,592
Change-35,592 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-28
Town Capital LLC
CLOSED
Shares0 from 29,477
Change-29,477 (-100%)
Value$0 (-$981.3K)
Filed 2026-11-03
Go Invest LLC
CLOSED
Shares0 from 28,707
Change-28,707 (-100%)
Value$0 (-$955.6K)
Filed 2026-10-09
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 26,359
Change-26,359 (-100%)
Value$0 (-$877.5K)
Filed 2026-10-27
Jefferies Financial Group Inc.
CLOSED
Shares0 from 26,196
Change-26,196 (-100%)
Value$0 (-$872.1K)
Filed 2026-11-05
Howard Capital Management Group, LLC
CLOSED
Shares0 from 25,515
Change-25,515 (-100%)
Value$0 (-$849.4K)
Filed 2026-10-16
Discipline Wealth Solutions, LLC
CLOSED
Shares0 from 25,387
Change-25,387 (-100%)
Value$0 (-$845.1K)
Filed 2026-10-14
Capital CS Group, LLC
CLOSED
Shares0 from 20,076
Change-20,076 (-100%)
Value$0 (-$668.3K)
Filed 2026-10-29
Soltis Investment Advisors LLC
CLOSED
Shares0 from 19,613
Change-19,613 (-100%)
Value$0 (-$652.9K)
Filed 2026-10-28
Sacks & Associates, LLC
CLOSED
Shares0 from 19,073
Change-19,073 (-100%)
Value$0 (-$679.8K)
Filed 2026-10-09
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 17,297
Change-17,297 (-100%)
Value$0 (-$575.8K)
Filed 2026-10-29
Sloy Dahl & Holst, LLC
CLOSED
Shares0 from 16,368
Change-16,368 (-100%)
Value$0 (-$544.9K)
Filed 2026-10-14
Kingsbury Capital Investment Advisors LLC
CLOSED
Shares0 from 16,197
Change-16,197 (-100%)
Value$0 (-$539.2K)
Filed 2026-10-20
NewCorp Financial Services, Inc.
CLOSED
Shares0 from 15,336
Change-15,336 (-100%)
Value$0 (-$510.5K)
Filed 2026-10-14
Southern Capital Services Inc
CLOSED
Shares0 from 13,874
Change-13,874 (-100%)
Value$0 (-$461.9K)
Filed 2026-10-19
Langley Wealth Management, LLC
CLOSED
Shares0 from 13,145
Change-13,145 (-100%)
Value$0 (-$437.6K)
Filed 2026-11-04
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 12,638
Change-12,638 (-100%)
Value$0 (-$420.7K)
Filed 2026-10-14
Beacon Capital Management, LLC
CLOSED
Shares0 from 12,267
Change-12,267 (-100%)
Value$0 (-$408.4K)
Filed 2026-10-23
Cannon Global Investment Management, LLC
CLOSED
Shares0 from 11,700
Change-11,700 (-100%)
Value$0 (-$389.5K)
Filed 2026-10-20
Arwa LLC
CLOSED
Shares0 from 11,370
Change-11,370 (-100%)
Value$0 (-$413.8K)
Filed 2026-10-21
Foronjy Financial LLC
CLOSED
Shares0 from 11,188
Change-11,188 (-100%)
Value$0 (-$372.5K)
Filed 2026-10-14
Birch Hill Investment Advisors LLC
CLOSED
Shares0 from 11,000
Change-11,000 (-100%)
Value$0 (-$366.2K)
Filed 2026-10-16
Colony Family Offices, LLC
CLOSED
Shares0 from 10,545
Change-10,545 (-100%)
Value$0 (-$351.0K)
Filed 2026-10-22
Acropolis Investment Management, LLC
CLOSED
Shares0 from 8,829
Change-8,829 (-100%)
Value$0 (-$293.9K)
Filed 2026-10-08
Sagespring Wealth Partners, LLC
CLOSED
Shares0 from 8,612
Change-8,612 (-100%)
Value$0 (-$286.7K)
Filed 2026-10-22
Integrated Wealth Management
CLOSED
Shares0 from 6,785
Change-6,785 (-100%)
Value$0 (-$225.9K)
Filed 2026-10-19
Clifford Swan Investment Counsel LLC
CLOSED
Shares0 from 6,556
Change-6,556 (-100%)
Value$0 (-$218.2K)
Filed 2026-11-05
AUA Capital Management, LLC
CLOSED
Shares0 from 6,556
Change-6,556 (-100%)
Value$0 (-$218.2K)
Filed 2026-10-15
Obsidian CIO, LLC
CLOSED
Shares0 from 5,682
Change-5,682 (-100%)
Value$0 (-$189.2K)
Filed 2026-11-05
Gill Capital Partners, LLC
CLOSED
Shares0 from 3,566
Change-3,566 (-100%)
Value$0 (-$118.7K)
Filed 2026-10-13
One River Asset Management, LLC
CLOSED
Shares0 from 3,262
Change-3,262 (-100%)
Value$0 (-$108.6K)
Filed 2026-10-21
AM Investment Strategies LLC
CLOSED
Shares0 from 3,012
Change-3,012 (-100%)
Value$0 (-$100)
Filed 2026-11-05
Key Capital Management, Inc
CLOSED
Shares0 from 2,841
Change-2,841 (-100%)
Value$0 (-$94.6K)
Filed 2026-11-03
Elevated Capital Advisors, LLC
CLOSED
Shares0 from 2,275
Change-2,275 (-100%)
Value$0 (-$75.7K)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 1,928
Change-1,928 (-100%)
Value$0 (-$64.2K)
Filed 2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 1,718
Change-1,718 (-100%)
Value$0 (-$57.2K)
Filed 2026-10-29
Islay Capital Management, LLC
CLOSED
Shares0 from 1,470
Change-1,470 (-100%)
Value$0 (-$48.9K)
Filed 2026-10-20
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 1,056
Change-1,056 (-100%)
Value$0 (-$35.2K)
Filed 2026-10-26
Centerpoint Advisors, LLC
CLOSED
Shares0 from 1,016
Change-1,016 (-100%)
Value$0 (-$34.0K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 801
Change-801 (-100%)
Value$0 (-$26.7K)
Filed 2026-10-14
Founders Capital Management
CLOSED
Shares0 from 469
Change-469 (-100%)
Value$0 (-$15.6K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 426
Change-426 (-100%)
Value$0 (-$14.2K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 369
Change-369 (-100%)
Value$0 (-$12.3K)
Filed 2026-10-28
Albion Financial Group
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$9.5K)
Filed 2026-10-21
Union Savings Bank
CLOSED
Shares0 from 240
Change-240 (-100%)
Value$0 (-$8.0K)
Filed 2026-10-14
Manchester Capital Management LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-22
Networth Advisors, LLC
CLOSED
Shares0 from 149
Change-149 (-100%)
Value$0 (-$5.0K)
Filed 2026-11-03
Raleigh Capital Management Inc.
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$4.7K)
Filed 2026-10-28
Yankcom Partnership
CLOSED
Shares0 from 137
Change-137 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-15
Montgomery Financial Services LLC
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$3.7K)
Filed 2026-11-03
Shengqi Capital (Hong Kong) Ltd
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-05
Alpine Bank Wealth Management
CLOSED
Shares0 from 64
Change-64 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-16
Creative Capital Management Investments LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$999)
Filed 2026-10-28
Murphy & Mullick Capital Management Corp
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$666)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$499)
Filed 2026-10-20
Jane Street Group, LLC
N/A
Shares— from 24,878,191
Change-24,878,191 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 24,396,222
Change-24,396,222 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 17,232,201
Change-17,232,201 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 16,480,435
Change-16,480,435 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 15,034,046
Change-15,034,046 (-100%)
Value—
Mubadala Investment Co Pjsc
N/A
Shares— from 14,721,917
Change-14,721,917 (-100%)
Value—
Avenir Tech Ltd
N/A
Shares— from 13,289,697
Change-13,289,697 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,407,635
Change-10,407,635 (-100%)
Value—
Galaxy Digital Inc.
N/A
Shares— from 9,706,526
Change-9,706,526 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 9,686,854
Change-9,686,854 (-100%)
Value—
Abu Dhabi Investment Council Co P.j.s.c
N/A
Shares— from 8,218,712
Change-8,218,712 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 7,205,004
Change-7,205,004 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 6,428,551
Change-6,428,551 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 5,145,734
Change-5,145,734 (-100%)
Value—
Laurore Ltd
N/A
Shares— from 4,846,279
Change-4,846,279 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,608,356
Change-4,608,356 (-100%)
Value—
Hrtg GPE, LLC
N/A
Shares— from 3,250,731
Change-3,250,731 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,239,236
Change-3,239,236 (-100%)
Value—
Harvard Management Co Inc
N/A
Shares— from 3,044,612
Change-3,044,612 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 2,972,084
Change-2,972,084 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 2,833,903
Change-2,833,903 (-100%)
Value—
Barclays PLC
N/A
Shares— from 2,658,147
Change-2,658,147 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,312,996
Change-2,312,996 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 2,243,827
Change-2,243,827 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 2,222,000
Change-2,222,000 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 2,142,185
Change-2,142,185 (-100%)
Value—
Walleye Trading LLC
N/A
Shares— from 2,113,993
Change-2,113,993 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 2,021,610
Change-2,021,610 (-100%)
Value—
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A
Shares— from 1,787,571
Change-1,787,571 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,760,650
Change-1,760,650 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,721,943
Change-1,721,943 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 1,581,934
Change-1,581,934 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 1,566,627
Change-1,566,627 (-100%)
Value—
ParaFi Capital LP
N/A
Shares— from 1,517,172
Change-1,517,172 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 1,460,326
Change-1,460,326 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 1,434,166
Change-1,434,166 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 1,403,942
Change-1,403,942 (-100%)
Value—
Copperwood Asset Management LP
N/A
Shares— from 1,401,467
Change-1,401,467 (-100%)
Value—
Weiss Asset Management LP
N/A
Shares— from 1,400,417
Change-1,400,417 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,349,658
Change-1,349,658 (-100%)
Value—
Fortress Investment Group LLC
N/A
Shares— from 1,325,000
Change-1,325,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,283,145
Change-1,283,145 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 1,258,028
Change-1,258,028 (-100%)
Value—
Cantor Fitzgerald, L. P.
N/A
Shares— from 1,234,234
Change-1,234,234 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 1,145,917
Change-1,145,917 (-100%)
Value—
Ovata Capital Management Ltd
N/A
Shares— from 1,108,805
Change-1,108,805 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,069,608
Change-1,069,608 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 997,018
Change-997,018 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 978,262
Change-978,262 (-100%)
Value—
Nearwater Capital Markets, Ltd
N/A
Shares— from 878,000
Change-878,000 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 839,506
Change-839,506 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 837,308
Change-837,308 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 798,095
Change-798,095 (-100%)
Value—
Rising Stella Capital Pte. Ltd
N/A
Shares— from 775,735
Change-775,735 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 775,462
Change-775,462 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 757,409
Change-757,409 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 745,697
Change-745,697 (-100%)
Value—
Kaleidoscope Capital LP
N/A
Shares— from 740,324
Change-740,324 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 730,904
Change-730,904 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 688,529
Change-688,529 (-100%)
Value—
Winton Group Ltd
N/A
Shares— from 661,277
Change-661,277 (-100%)
Value—
Crcm LP
N/A
Shares— from 607,110
Change-607,110 (-100%)
Value—
Ardmore Road Asset Management LP
N/A
Shares— from 600,000
Change-600,000 (-100%)
Value—
Parkwood LLC
N/A
Shares— from 589,000
Change-589,000 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 565,894
Change-565,894 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 534,869
Change-534,869 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 514,614
Change-514,614 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 507,558
Change-507,558 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 505,612
Change-505,612 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 498,954
Change-498,954 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 480,681
Change-480,681 (-100%)
Value—
Aequim Alternative Investments LP
N/A
Shares— from 455,000
Change-455,000 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 450,059
Change-450,059 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 447,830
Change-447,830 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 421,063
Change-421,063 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 408,760
Change-408,760 (-100%)
Value—
UBS Group AG
N/A
Shares— from 407,890
Change-407,890 (-100%)
Value—
Longitude (Cayman) Ltd.
N/A
Shares— from 403,000
Change-403,000 (-100%)
Value—
PBCay One RSC Ltd
N/A
Shares— from 400,080
Change-400,080 (-100%)
Value—
Spear Holdings RSC Ltd
N/A
Shares— from 400,079
Change-400,079 (-100%)
Value—
SIH Partners, Lllp
N/A
Shares— from 400,012
Change-400,012 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 386,216
Change-386,216 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 384,048
Change-384,048 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 376,004
Change-376,004 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 374,358
Change-374,358 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 372,148
Change-372,148 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 355,281
Change-355,281 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 349,511
Change-349,511 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 347,896
Change-347,896 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 347,151
Change-347,151 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 330,775
Change-330,775 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 329,053
Change-329,053 (-100%)
Value—
Lalia Capital, LLC
N/A
Shares— from 327,400
Change-327,400 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 324,370
Change-324,370 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 320,998
Change-320,998 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 320,608
Change-320,608 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 306,056
Change-306,056 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 299,195
Change-299,195 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 297,676
Change-297,676 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 293,028
Change-293,028 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 282,611
Change-282,611 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 280,150
Change-280,150 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 272,409
Change-272,409 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 259,000
Change-259,000 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 256,046
Change-256,046 (-100%)
Value—
IvyRock Asset Management (HK) Ltd
N/A
Shares— from 246,400
Change-246,400 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 240,879
Change-240,879 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 238,189
Change-238,189 (-100%)
Value—
Kadensa Capital Ltd
N/A
Shares— from 236,048
Change-236,048 (-100%)
Value—
Humankind Investments LLC
N/A
Shares— from 232,000
Change-232,000 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 224,526
Change-224,526 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 223,395
Change-223,395 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 220,293
Change-220,293 (-100%)
Value—
National Mutual Funds Management LTD
N/A
Shares— from 218,858
Change-218,858 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 218,450
Change-218,450 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 215,957
Change-215,957 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 211,199
Change-211,199 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 207,617
Change-207,617 (-100%)
Value—
Trustees of Dartmouth College
N/A
Shares— from 201,531
Change-201,531 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Texas Treasury Safekeeping Trust Co
N/A
Shares— from 197,844
Change-197,844 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 197,442
Change-197,442 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 195,107
Change-195,107 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 194,406
Change-194,406 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 188,102
Change-188,102 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 187,725
Change-187,725 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 187,036
Change-187,036 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 183,989
Change-183,989 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 181,022
Change-181,022 (-100%)
Value—
TLT Family Holdco ULC
N/A
Shares— from 180,000
Change-180,000 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 177,246
Change-177,246 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 176,526
Change-176,526 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 175,955
Change-175,955 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 171,801
Change-171,801 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 169,533
Change-169,533 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 168,222
Change-168,222 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 165,515
Change-165,515 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 161,368
Change-161,368 (-100%)
Value—
Kamunting Street Capital Management, L.P.
N/A
Shares— from 160,181
Change-160,181 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 152,004
Change-152,004 (-100%)
Value—
Alamea Verwaltungs GmbH
N/A
Shares— from 144,892
Change-144,892 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 142,822
Change-142,822 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 142,151
Change-142,151 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 135,429
Change-135,429 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 134,789
Change-134,789 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 129,877
Change-129,877 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 129,615
Change-129,615 (-100%)
Value—
Akuna Securities LLC
N/A
Shares— from 126,689
Change-126,689 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 124,829
Change-124,829 (-100%)
Value—
Better Way Financial, LLC
N/A
Shares— from 124,545
Change-124,545 (-100%)
Value—
Rakuten Group, Inc.
N/A
Shares— from 124,495
Change-124,495 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 124,405
Change-124,405 (-100%)
Value—
Marathon Trading Investment Management LLC
N/A
Shares— from 123,925
Change-123,925 (-100%)
Value—
K2 Principal Fund, L.P.
N/A
Shares— from 122,542
Change-122,542 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 121,479
Change-121,479 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 121,192
Change-121,192 (-100%)
Value—
Millbank Dartmoor Portsmouth LLC
N/A
Shares— from 120,000
Change-120,000 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 118,434
Change-118,434 (-100%)
Value—
&partners
N/A
Shares— from 118,105
Change-118,105 (-100%)
Value—
Cavalier Investments, LLC
N/A
Shares— from 117,232
Change-117,232 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 117,140
Change-117,140 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 115,802
Change-115,802 (-100%)
Value—
EFG International AG
N/A
Shares— from 114,048
Change-114,048 (-100%)
Value—
Lakewood Capital Management, LP
N/A
Shares— from 113,510
Change-113,510 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 113,339
Change-113,339 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 112,335
Change-112,335 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 110,853
Change-110,853 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 108,375
Change-108,375 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 106,480
Change-106,480 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 106,173
Change-106,173 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 105,485
Change-105,485 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 105,331
Change-105,331 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 105,074
Change-105,074 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 103,050
Change-103,050 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 100,879
Change-100,879 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 98,440
Change-98,440 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 97,431
Change-97,431 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 96,563
Change-96,563 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 95,285
Change-95,285 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 93,841
Change-93,841 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 92,310
Change-92,310 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 88,683
Change-88,683 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 87,959
Change-87,959 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 87,696
Change-87,696 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 87,401
Change-87,401 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 86,448
Change-86,448 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 86,215
Change-86,215 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 85,151
Change-85,151 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 85,018
Change-85,018 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 84,135
Change-84,135 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 83,470
Change-83,470 (-100%)
Value—
Bridger Management, LLC
N/A
Shares— from 83,119
Change-83,119 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 81,925
Change-81,925 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 81,705
Change-81,705 (-100%)
Value—
WIT, LLC
N/A
Shares— from 80,970
Change-80,970 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 79,200
Change-79,200 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 78,764
Change-78,764 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 78,476
Change-78,476 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 77,801
Change-77,801 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 77,664
Change-77,664 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 75,265
Change-75,265 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 74,624
Change-74,624 (-100%)
Value—
Ursa Fund Management, LLC
N/A
Shares— from 74,400
Change-74,400 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 74,183
Change-74,183 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 73,100
Change-73,100 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 70,065
Change-70,065 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 69,786
Change-69,786 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 69,615
Change-69,615 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 69,488
Change-69,488 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 69,187
Change-69,187 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 68,170
Change-68,170 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 67,861
Change-67,861 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 67,437
Change-67,437 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 66,874
Change-66,874 (-100%)
Value—
DeepCurrents Investment Group LLC
N/A
Shares— from 64,746
Change-64,746 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 63,879
Change-63,879 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 63,811
Change-63,811 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 62,852
Change-62,852 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 62,662
Change-62,662 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 61,949
Change-61,949 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 61,886
Change-61,886 (-100%)
Value—
SkyBridge Capital II, LLC
N/A
Shares— from 61,330
Change-61,330 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 61,162
Change-61,162 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 60,816
Change-60,816 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 59,002
Change-59,002 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 58,871
Change-58,871 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 58,382
Change-58,382 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 57,216
Change-57,216 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 57,019
Change-57,019 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 56,522
Change-56,522 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 56,450
Change-56,450 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 55,129
Change-55,129 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 53,288
Change-53,288 (-100%)
Value—
Commerce Bank
N/A
Shares— from 52,442
Change-52,442 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 52,416
Change-52,416 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 52,383
Change-52,383 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 52,108
Change-52,108 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 51,251
Change-51,251 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 50,656
Change-50,656 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 50,278
Change-50,278 (-100%)
Value—
Collaborative Capital Advisors LLC
N/A
Shares— from 50,100
Change-50,100 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 49,930
Change-49,930 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 49,228
Change-49,228 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 48,271
Change-48,271 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 48,123
Change-48,123 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 47,898
Change-47,898 (-100%)
Value—
Orland Properties Ltd
N/A
Shares— from 47,825
Change-47,825 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 47,435
Change-47,435 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 45,628
Change-45,628 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 45,584
Change-45,584 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 45,553
Change-45,553 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 45,065
Change-45,065 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 44,962
Change-44,962 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 44,780
Change-44,780 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 44,632
Change-44,632 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 44,433
Change-44,433 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 44,185
Change-44,185 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 43,154
Change-43,154 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 42,846
Change-42,846 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 42,281
Change-42,281 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 40,916
Change-40,916 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 40,723
Change-40,723 (-100%)
Value—
Quinn Opportunity Partners LLC
N/A
Shares— from 39,000
Change-39,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 38,995
Change-38,995 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 38,830
Change-38,830 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 38,782
Change-38,782 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 38,120
Change-38,120 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 38,114
Change-38,114 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 38,051
Change-38,051 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 37,539
Change-37,539 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 37,510
Change-37,510 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 37,307
Change-37,307 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 37,199
Change-37,199 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 37,156
Change-37,156 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 36,753
Change-36,753 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 36,709
Change-36,709 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 36,606
Change-36,606 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 36,246
Change-36,246 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 36,121
Change-36,121 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 35,711
Change-35,711 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 35,000
Change-35,000 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 34,623
Change-34,623 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 34,414
Change-34,414 (-100%)
Value—
Wealth High Governance Asset Management Ltda.
N/A
Shares— from 34,300
Change-34,300 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 34,201
Change-34,201 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 33,984
Change-33,984 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 33,850
Change-33,850 (-100%)
Value—
Seal Cove Capital, LLC
N/A
Shares— from 33,700
Change-33,700 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 33,560
Change-33,560 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 33,534
Change-33,534 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 33,325
Change-33,325 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 33,135
Change-33,135 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 33,008
Change-33,008 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 32,968
Change-32,968 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 32,609
Change-32,609 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 32,542
Change-32,542 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 32,354
Change-32,354 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 32,323
Change-32,323 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 32,270
Change-32,270 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 31,794
Change-31,794 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 31,595
Change-31,595 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 31,492
Change-31,492 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 31,361
Change-31,361 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 31,217
Change-31,217 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 31,115
Change-31,115 (-100%)
Value—
American Trust
N/A
Shares— from 30,743
Change-30,743 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 30,678
Change-30,678 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 30,544
Change-30,544 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 30,435
Change-30,435 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 30,045
Change-30,045 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 29,673
Change-29,673 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 29,501
Change-29,501 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 29,497
Change-29,497 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 28,975
Change-28,975 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 28,949
Change-28,949 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 27,755
Change-27,755 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 27,601
Change-27,601 (-100%)
Value—
Permian Investment Partners, LP
N/A
Shares— from 27,407
Change-27,407 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 26,919
Change-26,919 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 26,732
Change-26,732 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 26,680
Change-26,680 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 26,600
Change-26,600 (-100%)
Value—
Centennial Bank
N/A
Shares— from 26,405
Change-26,405 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 26,065
Change-26,065 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 25,893
Change-25,893 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 25,612
Change-25,612 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 25,466
Change-25,466 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 25,340
Change-25,340 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 25,160
Change-25,160 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 25,027
Change-25,027 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 24,941
Change-24,941 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 24,578
Change-24,578 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 24,127
Change-24,127 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 23,878
Change-23,878 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 23,240
Change-23,240 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 23,161
Change-23,161 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 23,046
Change-23,046 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 22,452
Change-22,452 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 22,359
Change-22,359 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 22,274
Change-22,274 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 21,758
Change-21,758 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 21,636
Change-21,636 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 21,485
Change-21,485 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 21,300
Change-21,300 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 21,159
Change-21,159 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 21,143
Change-21,143 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 21,099
Change-21,099 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 20,962
Change-20,962 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 20,955
Change-20,955 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 20,906
Change-20,906 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 20,676
Change-20,676 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 20,501
Change-20,501 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 20,167
Change-20,167 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 20,163
Change-20,163 (-100%)
Value—
Orvieto Partners, L.P.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 19,998
Change-19,998 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 19,948
Change-19,948 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 19,888
Change-19,888 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 19,793
Change-19,793 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 19,664
Change-19,664 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 19,484
Change-19,484 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 19,462
Change-19,462 (-100%)
Value—
University of Illinois Foundation
N/A
Shares— from 19,300
Change-19,300 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 19,255
Change-19,255 (-100%)
Value—
Invst, LLC
N/A
Shares— from 19,102
Change-19,102 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 18,937
Change-18,937 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 18,924
Change-18,924 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 18,675
Change-18,675 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 18,609
Change-18,609 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 18,079
Change-18,079 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 17,968
Change-17,968 (-100%)
Value—
Nwam LLC
N/A
Shares— from 17,856
Change-17,856 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 17,670
Change-17,670 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 17,631
Change-17,631 (-100%)
Value—
Boussard & Gavaudan Gestion SAS
N/A
Shares— from 17,585
Change-17,585 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 17,512
Change-17,512 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 17,335
Change-17,335 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 17,296
Change-17,296 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 16,651
Change-16,651 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 16,641
Change-16,641 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 16,620
Change-16,620 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 16,386
Change-16,386 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 16,318
Change-16,318 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 16,197
Change-16,197 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 16,186
Change-16,186 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 15,990
Change-15,990 (-100%)
Value—
Nan Fung Group Holdings Ltd
N/A
Shares— from 15,968
Change-15,968 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 15,959
Change-15,959 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 15,617
Change-15,617 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 15,403
Change-15,403 (-100%)
Value—
Luxor Capital Group, LP
N/A
Shares— from 15,300
Change-15,300 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 14,919
Change-14,919 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 14,900
Change-14,900 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 14,875
Change-14,875 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 14,758
Change-14,758 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 14,591
Change-14,591 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 14,503
Change-14,503 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 14,469
Change-14,469 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 14,419
Change-14,419 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 14,197
Change-14,197 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 14,159
Change-14,159 (-100%)
Value—
Strategic Advisory Partners, LLC
N/A
Shares— from 14,144
Change-14,144 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 14,111
Change-14,111 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 14,068
Change-14,068 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 13,885
Change-13,885 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 13,833
Change-13,833 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 13,799
Change-13,799 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 13,668
Change-13,668 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 13,667
Change-13,667 (-100%)
Value—
Rangeley Capital, LLC
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 13,524
Change-13,524 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 13,389
Change-13,389 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 13,349
Change-13,349 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 13,318
Change-13,318 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 13,145
Change-13,145 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 13,073
Change-13,073 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 12,944
Change-12,944 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,921
Change-12,921 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 12,760
Change-12,760 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 12,744
Change-12,744 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 12,684
Change-12,684 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 12,601
Change-12,601 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 12,417
Change-12,417 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 12,299
Change-12,299 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 12,177
Change-12,177 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 11,944
Change-11,944 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 11,860
Change-11,860 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 11,645
Change-11,645 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 11,640
Change-11,640 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 11,603
Change-11,603 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 11,564
Change-11,564 (-100%)
Value—
Summitry LLC
N/A
Shares— from 11,450
Change-11,450 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 11,364
Change-11,364 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 11,360
Change-11,360 (-100%)
Value—
TLS Advisors LLC
N/A
Shares— from 11,327
Change-11,327 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 11,323
Change-11,323 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 11,268
Change-11,268 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 11,136
Change-11,136 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 10,941
Change-10,941 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 10,885
Change-10,885 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,851
Change-10,851 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 10,837
Change-10,837 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 10,810
Change-10,810 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 10,619
Change-10,619 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 10,543
Change-10,543 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 10,396
Change-10,396 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 10,349
Change-10,349 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 10,344
Change-10,344 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 10,322
Change-10,322 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 10,240
Change-10,240 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 9,905
Change-9,905 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 9,818
Change-9,818 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 9,665
Change-9,665 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 9,665
Change-9,665 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 9,643
Change-9,643 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 9,638
Change-9,638 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 9,616
Change-9,616 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 9,599
Change-9,599 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 9,555
Change-9,555 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 9,519
Change-9,519 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 9,496
Change-9,496 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 9,479
Change-9,479 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 9,369
Change-9,369 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 9,329
Change-9,329 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 9,256
Change-9,256 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 9,222
Change-9,222 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,213
Change-9,213 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 9,169
Change-9,169 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 9,035
Change-9,035 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 9,027
Change-9,027 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 9,015
Change-9,015 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 9,011
Change-9,011 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 9,007
Change-9,007 (-100%)
Value—
Corient IA LP
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 8,804
Change-8,804 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 8,769
Change-8,769 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 8,743
Change-8,743 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 8,709
Change-8,709 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 8,531
Change-8,531 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 8,479
Change-8,479 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 8,478
Change-8,478 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 8,390
Change-8,390 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 8,354
Change-8,354 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 8,348
Change-8,348 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 8,292
Change-8,292 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 8,222
Change-8,222 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 8,119
Change-8,119 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 8,021
Change-8,021 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 7,998
Change-7,998 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 7,985
Change-7,985 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 7,985
Change-7,985 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 7,951
Change-7,951 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 7,938
Change-7,938 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 7,813
Change-7,813 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 7,802
Change-7,802 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 7,738
Change-7,738 (-100%)
Value—
Riverpoint Wealth Management Holdings, LLC
N/A
Shares— from 7,658
Change-7,658 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 7,597
Change-7,597 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 7,583
Change-7,583 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 7,497
Change-7,497 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 7,456
Change-7,456 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 7,446
Change-7,446 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 7,426
Change-7,426 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 7,361
Change-7,361 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 7,291
Change-7,291 (-100%)
Value—
Wexford Capital LP
N/A
Shares— from 7,258
Change-7,258 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 7,153
Change-7,153 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 7,142
Change-7,142 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 7,133
Change-7,133 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 7,130
Change-7,130 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 7,078
Change-7,078 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 6,985
Change-6,985 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 6,878
Change-6,878 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 6,863
Change-6,863 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 6,836
Change-6,836 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 6,834
Change-6,834 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 6,752
Change-6,752 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 6,728
Change-6,728 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 6,711
Change-6,711 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 6,701
Change-6,701 (-100%)
Value—
United Bank
N/A
Shares— from 6,693
Change-6,693 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,692
Change-6,692 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,618
Change-6,618 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 6,588
Change-6,588 (-100%)
Value—
Fairbanks Capital Management, Inc.
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 6,544
Change-6,544 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 6,483
Change-6,483 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 6,403
Change-6,403 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 6,337
Change-6,337 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 6,299
Change-6,299 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 6,237
Change-6,237 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 6,231
Change-6,231 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 6,107
Change-6,107 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 6,106
Change-6,106 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,048
Change-6,048 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 5,948
Change-5,948 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 5,571
Change-5,571 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 5,521
Change-5,521 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 5,356
Change-5,356 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,146
Change-5,146 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,016
Change-5,016 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 4,665
Change-4,665 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 4,657
Change-4,657 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 4,542
Change-4,542 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 4,508
Change-4,508 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 3,664
Change-3,664 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 3,571
Change-3,571 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,553
Change-3,553 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 3,545
Change-3,545 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 3,537
Change-3,537 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3,489
Change-3,489 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 3,272
Change-3,272 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
CSS LLC
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,919
Change-2,919 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,903
Change-2,903 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 2,650
Change-2,650 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 2,267
Change-2,267 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
10Elms LLP
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,506
Change-1,506 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 1,459
Change-1,459 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,394
Change-1,394 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,134
Change-1,134 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,076
Change-1,076 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,045
Change-1,045 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 996
Change-996 (-100%)
Value—
Peterson Wealth Management
N/A
Shares— from 950
Change-950 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 925
Change-925 (-100%)
Value—
CNB Bank
N/A
Shares— from 903
Change-903 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 858
Change-858 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 857
Change-857 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 803
Change-803 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 803
Change-803 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 781
Change-781 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 685
Change-685 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 677
Change-677 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 659
Change-659 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 650
Change-650 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 625
Change-625 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 551
Change-551 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 519
Change-519 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 480
Change-480 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 449
Change-449 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 384
Change-384 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 375
Change-375 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 355
Change-355 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 331
Change-331 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 314
Change-314 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 295
Change-295 (-100%)
Value—
FMR LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 200
Change-200 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 172
Change-172 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 164
Change-164 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 160
Change-160 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 148
Change-148 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 127
Change-127 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Collier Financial
N/A
Shares— from 96
Change-96 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 93
Change-93 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Ravenstone Capital Management Inc.
N/A
Shares— from 80
Change-80 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 20
Change-20 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 15
Change-15 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Toews Corp
N/A
Shares— from 4
Change-4 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Neos Investment Management LLC
INCREASED5,833,9005,424,563+409,337+8%$180.6M$276.2M+$95.6M2026-11-04
Mariner Investment Group LLC
UNCHANGED3,129,3523,129,35200%$104.2M$148.1M+$44.0M2026-11-04
Pilgrim Partners Asia Pte Ltd
INCREASED2,607,6001,822,300+785,300+43%$60.7M$123.4M+$62.8M2026-10-29
SigFig Wealth Management, LLC
NEW1,561,945—+1,561,945——$73.9M—2026-10-07
Imc-Chicago, LLC
NEW1,417,780—+1,417,780——$67.1M—2026-11-05
Garda Capital Partners LP
NEW891,325—+891,325——$42.2M—2026-11-04
Acorn Financial Advisory Services Inc
INCREASED872,682849,344+23,338+3%$28.3M$41.3M+$13.0M2026-11-02
Allen Investment Management, LLC
DECREASED744,268764,433-20,165-3%$25.4M$35.2M+$9.8M2026-11-03
Ppsc Investment Service Corp
INCREASED698,688626,000+72,688+12%$20.8M$33.1M+$12.2M2026-10-27
Allen Operations LLC
UNCHANGED670,200670,20000%$22.3M$31.7M+$9.4M2026-11-03
Oxler Private Wealth LLC
INCREASED621,269616,514+4,755+1%$20.5M$29.4M+$8.9M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED598,271777,097-178,826-23%$25.9M$28.3K-$25.8M2026-11-02
Commonwealth Equity Services, LLC
DECREASED552,591603,466-50,875-8%$20.1M$26.2M+$6.1M2026-11-02
Citigroup Inc
INCREASED521,144347,114+174,030+50%$11.6M$24.7M+$13.1M2026-11-04
US Bancorp \de\
DECREASED504,497539,731-35,234-7%$18.0M$23.9M+$5.9M2026-11-05
Creative Planning
INCREASED482,486447,072+35,414+8%$14.9M$22.8M+$8.0M2026-11-02
Fifth Third Bancorp
INCREASED462,060353,250+108,810+31%$11.8M$21.9M+$10.1M2026-11-05
Steel Grove Capital Advisors, LLC
INCREASED452,645452,615+30+0%$15.1M$21.4M+$6.4M2026-10-13
Magnus Financial Group LLC
INCREASED422,761403,891+18,870+5%$13.4M$20.0M+$6.6M2026-10-21
J. Safra Sarasin Holding AG
INCREASED405,526386,750+18,776+5%$14.0M$17.3M+$3.3M2026-10-26
Lido Advisors, LLC
INCREASED391,995302,055+89,940+30%$10.1M$18.6M+$8.5M2026-11-04
Ritholtz Wealth Management
INCREASED369,440365,810+3,630+1%$12.2M$17.5M+$5.3M2026-11-05
Simplify Asset Management Inc.
DECREASED357,300486,900-129,600-27%$16.2M$16.9M+$705.7K2026-10-27
Kestra Advisory Services, LLC
INCREASED346,943301,285+45,658+15%$10.0M$16.4M+$6.4M2026-11-02
Verde Servicos Internacionais S.A.
UNCHANGED330,094330,09400%$11.0M$15.6K-$11.0M2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED321,471246,379+75,092+30%$8.9M$14.9M+$5.9M2026-10-13
Wolverine Asset Management LLC
INCREASED303,0225,080+297,942+5865%$169.1K$14.3M+$14.2M2026-11-02
BigSur Wealth Management LLC
DECREASED290,731297,451-6,720-2%$9.9M$13.8M+$3.9M2026-10-13
Vise Technologies, Inc.
INCREASED280,913208,005+72,908+35%$6.9M$13.3M+$6.4M2026-10-29
Proathlete Wealth Management LLC
INCREASED277,966232,293+45,673+20%$7.7M$13.2M+$5.5M2026-10-15
SteelPeak Wealth, LLC
INCREASED264,68555,778+208,907+375%$1.9M$12.5M+$10.7M2026-10-16
VCI Wealth Management LLC
INCREASED255,684247,831+7,853+3%$8.3M$12.1M+$3.9M2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED245,678223,501+22,177+10%$7.4M$11.6M+$4.2M2026-11-05
Capital Advisors, Ltd. LLC
DECREASED242,256309,856-67,600-22%$10.3K$11.5K+$1.2K2026-10-27
Sara-Bay Financial
DECREASED238,748239,691-9430%$8.0M$11.3M+$3.3M2026-10-21
Franchise GP Ltd
DECREASED231,433249,996-18,563-7%$8.3M$11.0M+$2.6M2026-10-16
Belvedere Trading LLC
DECREASED230,187357,726-127,539-36%$11.9M$10.9M-$1.0M2026-11-05
Bayshore Capital Advisors, LLC
INCREASED228,200227,859+341+0%$7.6M$10.8M+$3.2M2026-11-02
Signal Advisors Wealth, LLC
INCREASED223,840138,705+85,135+61%$4.6M$10.6M+$6.0M2026-10-13
Encompass More Asset Management
DECREASED223,488468,282-244,794-52%$15.6M$10.6M-$5.0M2026-10-16
Sjbenen Advisory, LLC
UNCHANGED222,000222,00000%$7.4M$10.7M+$3.2M2026-10-19
All-Stars Investment Ltd
DECREASED218,300272,800-54,500-20%$9.1M$10.3M+$1.3M2026-11-03
Assetmark, Inc
DECREASED216,723250,250-33,527-13%$8.3M$10.3M+$1.9M2026-10-21
Atlatl Advisers LLC
INCREASED213,1462,232+210,914+9450%$74.3K$10.1M+$10.0M2026-10-22
Brown University
UNCHANGED212,500212,50000%$7.1M$10.1M+$3.0M2026-11-05
Farther Finance Advisors, LLC
INCREASED208,543196,745+11,798+6%$6.6M$9.9M+$3.3M2026-10-08
Riversedge Advisors, LLC
DECREASED206,895218,175-11,280-5%$7.3M$9.8M+$2.5M2026-10-09
Pekin Hardy Strauss, Inc.
INCREASED196,838178,111+18,727+11%$5.9M$9.3M+$3.4M2026-11-02
Evolution Wealth Advisors, LLC
INCREASED196,311185,593+10,718+6%$6.2M$9.3M+$3.1M2026-11-03
Compound Planning, Inc.
INCREASED180,579175,418+5,161+3%$5.8M$8.5M+$2.7M2026-11-05
Titleist Asset Management, LLC
DECREASED172,558175,645-3,087-2%$5.8M$8.2M+$2.3M2026-10-08
Sapient Capital LLC
DECREASED170,192174,222-4,030-2%$5.8M$8.1M+$2.3M2026-10-08
Capelight Capital Asset Management LP
NEW170,000—+170,000——$8.0M—2026-10-23
Truist Financial Corp
INCREASED167,954161,230+6,724+4%$5.4M$8.0M+$2.6M2026-10-30
Sovran Advisors, LLC
INCREASED162,407153,626+8,781+6%$5.6M$7.4M+$1.9M2026-11-02
Bank of New York Mellon Corp
INCREASED162,07285,282+76,790+90%$2.8M$7.7M+$4.8M2026-11-05
Compass Ion Advisors, LLC
DECREASED150,206154,390-4,184-3%$5.1M$7.1M+$2.0M2026-10-23
Cranbrook Wealth Management, LLC
DECREASED146,781146,853-720%$4.9M$6.9M+$2.1M2026-10-28
Shade Tree Advisors LLC
INCREASED145,41074,448+70,962+95%$2.5M$6.9M+$4.4M2026-10-22
Brookstone Capital Management
DECREASED145,346158,875-13,529-9%$5.3M$6.9M+$1.6M2026-10-22
Upper Left Wealth Management, LLC
DECREASED143,923163,550-19,627-12%$5.4M$6.8M+$1.4M2026-10-14
Yarbrough Capital, LLC
UNCHANGED142,284142,28400%$4.7M$6.7M+$2.0M2026-10-19
Bellecapital International Ltd.
INCREASED138,462128,714+9,748+8%$4.3M$6.6M+$2.3M2026-10-21
Capital Wealth Alliance, LLC
INCREASED137,916103,881+34,035+33%$3.5M$6.5M+$3.1M2026-10-20
Axxcess Wealth Management, LLC
DECREASED134,739154,258-19,519-13%$5.1M$6.4M+$1.2M2026-10-21
Sepio Capital, LP
INCREASED133,49637,955+95,541+252%$1.3M$6.3M+$5.1M2026-10-22
Quattro Financial Advisors LLC
DECREASED132,107196,976-64,869-33%$6.6M$6.3M-$303.4K2026-10-15
Secure Asset Management, LLC
INCREASED131,735122,957+8,778+7%$4.1M$6.2M+$2.1M2026-10-19
Partners Wealth Management, LLC
NEW130,042—+130,042——$6.2M—2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED129,962104,150+25,812+25%$3.5M$6.2M+$2.7M2026-10-23
Mission Wealth Management, LP
DECREASED125,491135,123-9,632-7%$4.5M$5.9M+$1.4M2026-10-15
Trek Financial, LLC
DECREASED124,559193,675-69,116-36%$6.4M$5.9M-$550.8K2026-10-29
Forte Asset Management LLC
DECREASED124,186164,770-40,584-25%$5.5M$5.9M+$393.8K2026-10-13
Jessup Wealth Management, Inc
NEW123,330—+123,330——$5.8M—2026-10-20
New Capital Management LP
INCREASED121,017119,587+1,430+1%$4.0M$5.7M+$1.7M2026-10-29
Larson Financial Group LLC
INCREASED118,828114,699+4,129+4%$3.8M$5.6M+$1.8M2026-11-05
Epiq Partners, LLC
DECREASED118,767119,164-3970%$4.0M$5.6M+$1.7M2026-10-07
MGO One Seven LLC
DECREASED117,359120,055-2,696-2%$4.0M$5.6M+$1.6M2026-10-28
Alliance Wealth Advisors, LLC
INCREASED114,630108,601+6,029+6%$3.6M$5.4M+$1.8M2026-10-28
T3 Companies, LLC
INCREASED114,10329,856+84,247+282%$993.9K$5.4M+$4.4M2026-10-22
Financial Enhancement Group LLC
INCREASED114,027111,245+2,782+3%$3.7M$5.4M+$1.7M2026-10-08
Wealthcare Advisory Partners LLC
INCREASED113,79958,131+55,668+96%$1.9M$5.4M+$3.5M2026-10-21
Brown Wealth Management, LLC
INCREASED113,237101,356+11,881+12%$3.4M$5.4M+$2.0M2026-10-20
Foundation Wealth Management, LLC
INCREASED113,077108,535+4,542+4%$3.6M$5.4M+$1.7M2026-10-22
Affinity Wealth LLC
INCREASED112,208108,123+4,085+4%$3.6M$5.2M+$1.6M2026-11-03
Meitav Investment House LTD
DECREASED110,975111,670-695-1%$3.7M$5.3M+$1.5M2026-10-28
Dynamic Advisor Solutions LLC
DECREASED107,818113,748-5,930-5%$3.8M$5.1M+$1.3M2026-10-13
San Luis Wealth Advisors LLC
INCREASED107,052105,692+1,360+1%$3.5M$5.1M+$1.5M2026-10-27
Kestra Private Wealth Services, LLC
DECREASED105,721108,126-2,405-2%$3.6M$5.0M+$1.4M2026-10-30
NTV Asset Management LLC
INCREASED105,651100,141+5,510+6%$3.3M$5.0M+$1.7M2026-10-23
AlphaStar Capital Management, LLC
DECREASED103,425121,051-17,626-15%$4.0M$4.9M+$866.4K2026-10-16
Traphagen Investment Advisors LLC
INCREASED102,08990,532+11,557+13%$3.0M$4.8M+$1.8M2026-10-14
Kachkovsky & Fisher, Inc.
INCREASED100,97497,518+3,456+4%$3.2M$4.8M+$1.5M2026-10-21
EverSource Wealth Advisors, LLC
INCREASED100,694100,108+586+1%$3.3M$4.8M+$1.4M2026-11-04
Bull Oak Capital, LLC
DECREASED100,138100,750-612-1%$3.4M$4.7M+$1.4M2026-10-23
Park Avenue Securities LLC
INCREASED99,37588,316+11,059+13%$2.9M$4.7K-$2.9M2026-10-26
Gradient Investments LLC
INCREASED97,92194,782+3,139+3%$3.2M$4.6M+$1.5M2026-10-08
Apeiron RIA LLC
INCREASED95,94582,881+13,064+16%$2.8M$4.6M+$1.8M2026-10-08
Tactive Advisors, LLC
INCREASED95,27990,948+4,331+5%$3.0M$4.5M+$1.5M2026-10-08
Concurrent Investment Advisors, LLC
DECREASED93,467103,456-9,989-10%$3.4M$4.4M+$980.7K2026-10-16
Atria Investments, Inc
INCREASED93,45082,603+10,847+13%$2.7M$4.4M+$1.7M2026-10-15
HB Wealth Management, LLC
DECREASED91,42296,744-5,322-5%$3.2M$4.3M+$1.1M2026-10-23
VestGen Advisors, LLC
DECREASED89,496108,852-19,356-18%$3.6M$4.2M+$613.0K2026-10-27
Amtrust Financial Services, Inc.
UNCHANGED88,50088,50000%$2.9M$4.2M+$1.2M2026-10-19
Finer Wealth Management, Inc.
INCREASED88,44482,763+5,681+7%$2.8M$4.2M+$1.4M2026-10-16
Valeo Financial Advisors, LLC
INCREASED87,37183,505+3,866+5%$2.8M$4.1M+$1.4M2026-10-08
Aprio Wealth Management, LLC
DECREASED87,359103,602-16,243-16%$3.4M$4.1M+$686.7K2026-10-28
IFP Advisors, Inc
DECREASED86,23590,878-4,643-5%$3.0M$4.1M+$1.1M2026-10-16
Visionary Wealth Advisors
DECREASED84,58992,176-7,587-8%$3.1M$4.0M+$935.9K2026-11-04
Parr Mcknight Wealth Management Group, LLC
INCREASED84,56210,710+73,852+690%$356.5K$4.0M+$3.6M2026-10-30
Investment Partners, Ltd.
INCREASED84,23542,162+42,073+100%$1.4M$4.0M+$2.6M2026-10-29
Cobblestone Asset Management LLC
INCREASED84,05280,762+3,290+4%$2.7M$4.0M+$1.3M2026-10-13
GR Financial Group, LLC
INCREASED83,97234,791+49,181+141%$1.2M$4.0M+$2.8M2026-10-27
Abacus Planning Group, Inc.
UNCHANGED83,47583,47500%$2.8M$4.0M+$1.2M2026-11-02
Avestar Capital, LLC
DECREASED82,921118,841-35,920-30%$4.0M$3.9M-$30.7K2026-10-28
Jackson Square Capital, LLC
NEW82,516—+82,516——$3.9M—2026-10-19
Udine Wealth Management, Inc.
INCREASED82,36977,614+4,755+6%$2.6M$3.9M+$1.3M2026-10-23
Wakefield Asset Management Lllp
INCREASED80,47564,210+16,265+25%$2.1M$3.8M+$1.7M2026-11-05
Sageworth Trust Co
DECREASED80,10896,589-16,481-17%$3.2M$3.8M+$576.9K2026-10-30
Strong Retirement Solutions LLC
NEW79,890—+79,890——$3.8M—2026-10-07
Corecam Pte. Ltd.
DECREASED79,400205,300-125,900-61%$6.8M$3.8M-$3.1M2026-10-23
Sentinel Trust Co LBA
NEW78,793—+78,793——$3.7M—2026-11-03
Gainplan LLC
DECREASED78,41079,748-1,338-2%$2.7M$3.7M+$1.1M2026-10-09
NavPoint Financial, Inc.
INCREASED77,40677,204+202+0%$2.6M$3.7M+$1.1M2026-10-21
Broussard Financial Group LLC
INCREASED76,53064,970+11,560+18%$2.2M$3.6M+$1.5M2026-10-26
Vista Investment Partners II, LLC
INCREASED75,66970,761+4,908+7%$2.4M$3.6M+$1.2M2026-10-15
Transcendent Capital Group LLC
INCREASED75,30973,163+2,146+3%$2.4M$3.6M+$1.1M2026-10-28
Phraction Management LLC
UNCHANGED75,20075,20000%$2.5M$3.6M+$1.1M2026-10-14
Garde Capital, Inc.
INCREASED75,17875,113+65+0%$2.5M$3.6M+$1.1M2026-10-29
Sharkey, Howes & Javer
INCREASED73,72972,376+1,353+2%$2.4M$3.5M+$1.1M2026-10-22
Total Investment Management Inc
DECREASED73,59877,396-3,798-5%$2.8M$3.5M+$725.7K2026-10-22
McAdam, LLC
INCREASED73,43323,001+50,432+219%$765.7K$3.5M+$2.7M2026-10-21
Element Pointe Advisors, LLC
DECREASED72,57092,524-19,954-22%$3.1M$3.4M+$355.3K2026-10-21
Integral Investment Advisors, Inc.
DECREASED71,76973,248-1,479-2%$2.4M$3.4M+$959.1K2026-11-03
Hippocratic Financial Advisors, LLC
INCREASED71,62666,816+4,810+7%$2.2M$3.4M+$1.2M2026-10-13
Howard Capital Management, LLC
UNCHANGED71,28871,28800%$2.4M$3.4M+$1.0M2026-10-16
Cowa, LLC
NEW71,131—+71,131——$3.4M—2026-10-30
Gerber Kawasaki Wealth & Investment Management
INCREASED70,37570,355+20+0%$2.3M$3.3M+$989.4K2026-10-29
Regent Peak Wealth Advisors LLC
INCREASED68,72166,277+2,444+4%$2.2M$3.3M+$1.0M2026-10-13
Compass Financial Management LLC
INCREASED68,65765,417+3,240+5%$2.2M$3.3M+$1.0M2026-10-30
Altura Wealth Advisors Inc.
INCREASED68,41060,443+7,967+13%$2.0M$3.2M+$1.2M2026-10-22
Perigon Wealth Management, LLC
DECREASED68,01982,976-14,957-18%$2.8M$3.2M+$457.7K2026-10-22
Equitable Trust Co
INCREASED66,94061,395+5,545+9%$2.0M$3.2M+$1.1M2026-10-13
Prevail Innovative Wealth Advisors, LLC
INCREASED66,57555,140+11,435+21%$1.8M$3.1M+$1.3M2026-10-20
Matauro, LLC
DECREASED66,27769,508-3,231-5%$2.3M$3.1M+$823.6K2026-11-03
Chicago Partners Investment Group LLC
DECREASED65,77867,445-1,667-2%$2.5M$3.0M+$551.3K2026-10-27
Bison Wealth, LLC
INCREASED64,63856,533+8,105+14%$2.0M$3.0M+$987.0K2026-10-13
Verde Capital Management
DECREASED63,88368,668-4,785-7%$2.3M$3.0M+$738.3K2026-10-28
GFS Advisors, LLC
INCREASED63,65861,914+1,744+3%$7.1M$3.0M-$4.1M2026-11-03
Columbus Macro, LLC
INCREASED63,50649,446+14,060+28%$1.6M$3.0M+$1.4M2026-10-14
Unique Wealth, LLC
DECREASED62,88763,841-954-1%$2.1M$3.0M+$851.8K2026-10-16
Citizens Financial Group Inc
INCREASED62,19355,720+6,473+12%$1.9M$2.9M+$1.1M2026-10-23
Avid Wealth Partners LLC
DECREASED61,60763,747-2,140-3%$2.1M$2.9M+$794.3K2026-11-03
Wealth Management Partners, LLC
INCREASED61,40911,845+49,564+418%$394.3K$2.9M+$2.5M2026-10-21
Pettinga Financial Advisors LLC
DECREASED60,695140,187-79,492-57%$4.7M$2.9M-$1.8M2026-10-13
Independent Financial Group, LLC
INCREASED60,54846,652+13,896+30%$1.6M$2.9M+$1.3M2026-10-13
Cora Capital Advisors LLC
INCREASED59,89941,578+18,321+44%$1.4M$2.8M+$1.5M2026-11-02
Blue Square Asset Management, LLC
INCREASED59,45646,534+12,922+28%$1.5M$2.8M+$1.3M2026-11-02
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED58,49169,483-10,992-16%$2.3M$2.8M+$455.9K2026-11-03
Kingstone Capital Partners Texas, LLC
DECREASED58,04161,454-3,413-6%$2.0M$2.7M+$701.9K2026-11-03
KMG Fiduciary Partners, LLC
INCREASED57,91147,628+10,283+22%$1.6M$2.7M+$1.2M2026-10-14
Sage Mountain Advisors LLC
INCREASED57,42642,325+15,101+36%$1.4M$2.7M+$1.3M2026-11-02
Baring Financial LLC
DECREASED56,59159,772-3,181-5%$2.0M$2.7M+$689.2K2026-10-07
Rye Brook Capital LLC
INCREASED56,55054,230+2,320+4%$1.8M$2.7K-$1.8M2026-10-07
Destiny Capital Corp
DECREASED56,54159,484-2,943-5%$2.0M$2.7M+$696.4K2026-11-03
Parallel Advisors, LLC
DECREASED55,91459,376-3,462-6%$2.0M$2.6M+$670.3K2026-11-03
Simplicity Wealth,LLC
INCREASED54,74634,397+20,349+59%$1.1M$2.6M+$1.4M2026-10-23
DDD Partners, LLC
INCREASED54,61250,253+4,359+9%$1.7M$2.6M+$912.4K2026-11-02
Bosman Wealth Management, LLC
DECREASED53,50970,275-16,766-24%$2.3M$2.5M+$193.7K2026-10-28
Lauer Wealth, LLC
NEW53,188—+53,188——$2.5M—2026-10-13
Salem Investment Counselors Inc
DECREASED52,48077,000-24,520-32%$2.6M$2.5M-$78.9K2026-10-13
Compagnie Lombard Odier SCmA
DECREASED51,07052,977-1,907-4%$1.8M$2.4M+$654.1K2026-11-04
Activest Wealth Management
DECREASED50,93053,155-2,225-4%$1.8M$2.4M+$641.5K2026-10-15
Convergence Financial, LLC
DECREASED49,623146,531-96,908-66%$4.9M$2.3M-$2.5M2026-10-27
M Holdings Securities, Inc.
DECREASED49,54761,729-12,182-20%$2.1K$2.2K+$562026-11-03
Stegent Equity Advisors, Inc.
NEW49,336—+49,336——$2.3M—2026-10-13
LexAurum Advisors, LLC
UNCHANGED49,33349,33300%$1.6M$2.3M+$693.1K2026-10-19
CWA Asset Management Group, LLC
DECREASED49,17480,419-31,245-39%$2.7M$2.3M-$349.2K2026-10-19
Wedbush Securities Inc
DECREASED48,28755,902-7,615-14%$1.9M$2.3K-$1.9M2026-10-22
Diversify Wealth Management, LLC
INCREASED48,11847,238+880+2%$1.7M$2.2M+$504.9K2026-10-20
Diversify Advisory Services, LLC
INCREASED48,11847,238+880+2%$1.7M$2.2M+$504.9K2026-10-20
Avior Wealth Management, LLC
INCREASED46,64646,471+175+0%$1.5M$2.2M+$661.2K2026-10-13
Park Edge Advisors, LLC
INCREASED46,14024,009+22,131+92%$799.3K$2.2M+$1.4M2026-10-28
Key Client Fiduciary Advisors, LLC
DECREASED45,86146,632-771-2%$1.6M$2.2M+$618.7K2026-10-19
BNC Wealth Management, LLC
NEW44,157—+44,157——$2.1M—2026-10-19
Powell Investment Advisors, LLC
INCREASED44,04239,032+5,010+13%$1.3M$2.1M+$785.6K2026-10-22
Cassaday & Co Wealth Management LLC
DECREASED43,37343,741-368-1%$1.5M$2.1M+$597.1K2026-10-27
Pachira Investments Inc.
INCREASED43,21442,248+966+2%$1.4M$2.0M+$639.3K2026-10-14
Meridian Wealth Management, LLC
INCREASED43,03041,694+1,336+3%$1.4M$2.0M+$649.1K2026-11-05
HCR Wealth Advisors
DECREASED42,27444,571-2,297-5%$1.5M$2.0M+$517.5K2026-10-15
CX Institutional
INCREASED42,21937,492+4,727+13%$1.2K$2.0K+$7512026-10-02
Parisi Gray Wealth Management
NEW42,146—+42,146——$2.0M—2026-10-16
Nfsg Corp
INCREASED42,05840,573+1,485+4%$1.4M$2.0M+$640.4K2026-10-15
J.W. Cole Advisors, Inc.
DECREASED42,00642,011-50%$1.4M$2.0M+$590.0K2026-11-05
Platform Technology Partners
DECREASED41,74242,090-348-1%$1.4M$2.0M+$574.9K2026-11-02
Friday Financial
DECREASED41,67447,634-5,960-13%$1.7M$2.0M+$276.7K2026-10-09
Solstein Capital, LLC
DECREASED41,63341,848-215-1%$1.4M$2.0M+$577.8K2026-11-02
Advisortrust Partners, LLC
DECREASED41,01343,714-2,701-6%$1.5M$1.9M+$486.3K2026-11-02
TME Financial, Inc.
DECREASED41,00641,476-470-1%$1.4M$1.9M+$560.5K2026-10-14
Avidian Wealth Enterprises, LLC
DECREASED40,58141,933-1,352-3%$1.4M$1.9M+$525.2K2026-10-08
Montz Harcus Wealth Management LLC
DECREASED40,44140,764-323-1%$1.4M$1.9M+$557.4K2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED40,36131,311+9,050+29%$1.0M$1.9M+$868.3K2026-11-03
Graetz Wealth LLC
DECREASED39,88953,114-13,225-25%$1.8M$1.9M+$120.2K2026-10-27
Tannin Capital LLC
DECREASED39,59549,185-9,590-19%$1.6M$1.9M+$237.1K2026-11-05
Prospera Financial Services Inc
INCREASED39,53613,233+26,303+199%$440.5K$1.7M+$1.3M2026-11-04
PKS Advisory Services, LLC
UNCHANGED39,50339,50300%$1.3M$1.3M$02026-10-26
Genesee Capital Advisors, LLC
DECREASED39,08940,622-1,533-4%$1.4M$1.9M+$498.2K2026-10-20
Vontobel Holding Ltd.
DECREASED39,00645,294-6,288-14%$1.5M$1.8M+$338.7K2026-10-16
Americana Partners, LLC
INCREASED38,89037,929+961+3%$1.3M$1.8M+$578.4K2026-10-28
Archer Investment Management, LLC
INCREASED38,36516,904+21,461+127%$562.7K$1.8M+$1.3M2026-10-13
Aljian Capital Management, LLC
DECREASED38,06643,131-5,065-12%$1.4M$1.8M+$366.2K2026-10-28
Calamos Wealth Management LLC
INCREASED37,49133,989+3,502+10%$1.1M$1.8M+$643.3K2026-11-02
IPG Investment Advisors LLC
DECREASED37,03379,512-42,479-53%$2.6M$1.8M-$893.8K2026-10-30
Advisory Solutions Group, LLC
INCREASED36,7648,919+27,845+312%$296.9K$1.7M+$1.4M2026-10-14
Genesis Private Wealth, LLC
NEW36,594—+36,594——$1.7M—2026-11-02
Kathmere Capital Management, LLC
DECREASED36,29536,320-250%$1.2M$1.7M+$509.1K2026-10-20
Signaturefd, LLC
INCREASED36,08134,324+1,757+5%$1.1M$1.7M+$565.4K2026-10-23
Financial Futures Ltd Liability Co.
DECREASED35,98838,644-2,656-7%$1.3M$1.7M+$417.2K2026-10-13
Corecam AG
DECREASED35,94069,270-33,330-48%$2.3M$1.7M-$604.6K2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED35,84237,533-1,691-5%$1.2M$1.7M+$447.3K2026-10-20
Fonville Wealth Management LLC
DECREASED35,71035,908-198-1%$1.2M$1.7M+$495.1K2026-10-28
Core Wealth Partners LLC
INCREASED35,70634,230+1,476+4%$1.1M$1.7M+$550.8K2026-11-02
ARS Investment Partners, LLC
UNCHANGED35,64235,64200%$1.2M$1.7M+$500.8K2026-11-05
Compass Financial Group, Inc. (Ohio)
UNCHANGED35,45235,45200%$1.2M$1.7M+$498.1K2026-10-19
Northbridge Financial Group, LLC
INCREASED35,38730,365+5,022+17%$1.0M$1.7M+$705.1K2026-11-05
Capital Investment Advisors, LLC
INCREASED35,23733,040+2,197+7%$1.1M$1.7M+$568.2K2026-10-22
Keybank National Association
DECREASED35,01641,706-6,690-16%$1.4M$1.7M+$269.3K2026-11-04
15 Wealth Advisors LLC
NEW34,973—+34,973——$1.7M—2026-10-14
SkyOak Wealth, LLC
INCREASED34,62734,591+36+0%$1.2M$1.6M+$487.7K2026-10-28
Arbor Wealth Management Llc\az
DECREASED34,55835,748-1,190-3%$1.2M$1.6M+$445.9K2026-10-20
First National Trust Co
INCREASED34,49331,953+2,540+8%$1.1M$1.6M+$569.2K2026-10-28
Argos Wealth Advisors, LLC
UNCHANGED34,41534,41500%$1.1M$1.6M+$483.5K2026-11-02
Lake Street Private Wealth, LLC
INCREASED34,39830,623+3,775+12%$1.0M$1.6M+$609.0K2026-10-22
Legacy Advisors, LLC
UNCHANGED34,10534,10500%$1.1M$1.6M+$479.2K2026-10-19
WMG Financial Advisors, LLC
UNCHANGED34,03334,03300%$1.1M$1.1M$02026-10-28
Objective Capital Management, LLC
DECREASED33,28736,096-2,809-8%$1.2M$1.6M+$374.2K2026-10-13
Beaumont Financial Advisors, LLC
INCREASED33,24030,827+2,413+8%$1.0M$1.6M+$547.4K2026-10-22
FSA Investment Group, LLC
NEW32,935—+32,935——$1.6M—2026-10-07
BridgePort Financial Solutions, LLC
INCREASED32,72227,205+5,517+20%$905.6K$1.5M+$643.4K2026-11-02
Mirador Capital Partners LP
INCREASED32,64825,855+6,793+26%$860.7K$1.5M+$684.8K2026-10-09
QTR Family Wealth, LLC
INCREASED32,53330,959+1,574+5%$1.0M$1.5M+$509.5K2026-11-02
GK Wealth Management LLC
DECREASED32,51566,935-34,420-51%$2.2M$1.5M-$689.0K2026-10-09
Simon Quick Advisors, LLC
DECREASED32,51141,711-9,200-22%$1.4M$1.5M+$150.5K2026-10-26
Procyon Advisors, LLC
DECREASED32,02735,076-3,049-9%$1.2M$1.5M+$348.5K2026-10-21
Sowell Financial Services LLC
DECREASED31,72533,613-1,888-6%$1.1M$1.5M+$382.9K2026-10-23
RFG Advisory, LLC
DECREASED31,66237,236-5,574-15%$1.2M$1.5M+$259.3K2026-11-03
Vigilare Wealth Management
NEW31,233—+31,233——$1.5M—2026-10-29
Grimes & Co Wealth Management, LLC
DECREASED30,85730,877-200%$1.0M$1.5M+$432.9K2026-10-29
MFG Wealth Management, Inc.
DECREASED30,57632,233-1,657-5%$1.1M$1.4M+$374.4K2026-10-09
Joel Isaacson & Co., LLC
INCREASED30,48426,496+3,988+15%$882.1K$1.4M+$561.1K2026-11-05
Eagle Strategies LLC
DECREASED30,41036,051-5,641-16%$1.2M$1.4M+$239.5K2026-10-16
Midwest Trust Co
DECREASED30,36633,642-3,276-10%$1.1M$1.4M+$317.6K2026-10-22
Csenge Advisory Group
DECREASED30,07830,641-563-2%$1.0M$1.4M+$403.9K2026-11-04
Capricorn Fund Managers Ltd
UNCHANGED30,00030,00000%$998.7K$1.4M+$421.5K2026-11-03
Synergy Asset Management, LLC
INCREASED29,92511,745+18,180+155%$391.0K$1.4M+$1.0M2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED29,82218,140+11,682+64%$620.0K$1.4M+$791.8K2026-10-13
HUB Investment Partners, LLC
INCREASED29,78428,903+881+3%$962.2K$1.4M+$447.8K2026-11-03
Quantify Chaos Advisors, LLC
INCREASED29,38328,273+1,110+4%$941.2K$1.4M+$449.8K2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED29,05940,550-11,491-28%$1.3M$1.4M+$25.7K2026-10-14
Corda Investment Management, Llc.
DECREASED28,13933,760-5,621-17%$1.1M$1.3M+$208.2K2026-10-22
Sage Investment Advisers LLC
INCREASED28,01914,250+13,769+97%$474.4K$1.3M+$852.0K2026-10-21
United Advisor Group, LLC
INCREASED28,00225,452+2,550+10%$847.3K$1.3M+$478.3K2026-11-03
Watershed Private Wealth LLC
DECREASED28,00228,102-1000%$935.5K$1.3M+$390.1K2026-10-30
DWM Financial Group, Inc.
DECREASED27,84630,443-2,597-9%$1.5M$1.3M-$193.3K2026-10-28
High Note Wealth, LLC
DECREASED27,32027,394-740%$911.9K$1.3M+$381.4K2026-10-27
Sterling Investment Advisors, Ltd.
INCREASED27,30926,314+995+4%$876.0K$1.3M+$416.8K2026-10-27
Doliver Advisors, LP
DECREASED26,96730,313-3,346-11%$1.0M$1.3M+$267.5K2026-10-01
Quadrant Private Wealth Management, LLC
DECREASED26,79831,814-5,016-16%$1.1M$1.3M+$209.5K2026-11-04
Ackerman Capital Advisors, LLC
INCREASED26,62526,613+12+0%$885.9K$1.3M+$374.5K2026-10-30
Cassia Capital Partners, LLC
INCREASED26,31525,499+816+3%$848.9K$1.2M+$396.9K2026-11-04
Brighton Jones LLC
DECREASED26,30534,577-8,272-24%$1.2M$1.2M+$94.2K2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED26,29822,715+3,583+16%$756.2K$1.2M+$488.8K2026-10-14
Apollon Wealth Management, LLC
INCREASED26,25711,823+14,434+122%$393.6K$1.2M+$849.4K2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED26,20231,583-5,381-17%$1.1M$1.2M+$189.0K2026-10-21
Walser Wealth Management Company, A Ltd Liability Co
DECREASED26,19326,563-370-1%$884.3K$1.2M+$355.7K2026-10-15
Relyea Zuckerberg Hanson LLC
INCREASED25,97813,805+12,173+88%$459.6K$1.2M+$770.2K2026-10-20
Valen Private Capital, LLC
NEW25,874—+25,874——$1.2M—2026-10-23
Vista Finance, LLC
INCREASED25,66219,872+5,790+29%$661.5K$1.2M+$553.3K2026-10-23
Encompass Wealth Advisors, LLC
INCREASED25,64614,734+10,912+74%$490.5K$1.2M+$723.6K2026-10-15
Holos Integrated Wealth LLC
UNCHANGED25,19025,19000%$910.6K$1.2M+$255.7K2026-10-23
StoneX Group Inc.
DECREASED25,08776,644-51,557-67%$2.6M$1.2M-$1.4M2026-11-03
Revisor Wealth Management LLC
DECREASED25,08435,199-10,115-29%$1.2M$1.2M-$2342026-10-20
Turn8 Private Wealth Inc.
INCREASED25,06521,120+3,945+19%$703.1K$1.2M+$483.5K2026-11-05
Nkcfo LLC
DECREASED25,00060,000-35,000-58%$2.0M$1.2M-$813.0K2026-11-04
Caliber Wealth Management, LLC / KS
NEW24,987—+24,987——$1.2M—2026-11-04
Archer Investment Corp
DECREASED24,63824,665-270%$821.1K$1.2M+$345.3K2026-11-05
Clear Creek Financial Management, LLC
INCREASED24,35314,341+10,012+70%$477.4K$1.2M+$675.4K2026-10-28
Fiduciary Family Office, LLC
UNCHANGED24,12024,12000%$803.0K$1.1M+$338.9K2026-11-04
Intrua Financial, LLC
DECREASED24,05224,524-472-2%$816.4K$1.1M+$322.2K2026-10-28
Victory Financial Group, LLC
INCREASED23,90418,736+5,168+28%$623.7K$1.1M+$507.9K2026-10-27
Carnegie Investment Counsel
INCREASED23,90322,828+1,075+5%$759.9K$1.1M+$371.6K2026-10-20
Basso Capital Management, L.P.
INCREASED23,71418,323+5,391+29%$610.0K$1.1M+$512.6K2026-10-30
Cornerstone Wealth Management, LLC
INCREASED23,60622,162+1,444+7%$737.8K$1.1M+$379.7K2026-11-04
Heritage Family Offices, LLP
DECREASED23,31426,359-3,045-12%$877.5K$1.1M+$226.2K2026-11-02
E6 Portfolios, LLC
DECREASED22,92928,371-5,442-19%$944.5K$1.1M+$141.0K2026-10-26
J2 Capital Management Inc
INCREASED22,82720,579+2,248+11%$685.1K$1.1M+$395.6K2026-10-19
Atlas Private Wealth Advisors
INCREASED22,74816,225+6,523+40%$540.1K$1.1M+$536.8K2026-10-23
Wealth Group Ltd
INCREASED22,73210,899+11,833+109%$362.8K$1.1M+$722.2K2026-10-07
Thrivent Financial for Lutherans
DECREASED22,65223,254-602-3%$775.0K$1.1K-$773.9K2026-11-05
Ascent Wealth Partners, LLC
INCREASED22,57121,336+1,235+6%$710.3K$1.1M+$358.2K2026-10-23
Clientfirst Wealth Management, LLC
DECREASED22,38722,417-300%$746.3K$1.1M+$313.5K2026-11-04
Tenet Wealth Partners, LLC
INCREASED21,99219,630+2,362+12%$721.8K$1.0M+$319.3K2026-10-19
Argentarii, LLC
INCREASED21,89516,310+5,585+34%$586.2K$1.0M+$450.3K2026-10-28
Alterna Wealth Management, Inc
DECREASED21,84423,844-2,000-8%$793.8K$1.0M+$240.3K2026-10-27
Heritage Investment Group, Inc.
UNCHANGED21,82821,82800%$726.7K$1.0M+$306.7K2026-11-03
Gruss & Co., LLC
UNCHANGED21,70021,70000%$722.4K$1.0M+$304.9K2026-11-02
Hilltop National Bank
UNCHANGED21,58921,58900%$718.7K$1.0M+$303.3K2026-10-14
Gateway Investment Advisers LLC
UNCHANGED21,28221,28200%$708.5K$1.0M+$299.0K2026-10-13
Strategic Blueprint, LLC
INCREASED21,20519,408+1,797+9%$646.1K$1.0M+$357.7K2026-10-22
Forbes J M & Co LLP
UNCHANGED21,18021,18000%$705.1K$1.0M+$297.6K2026-10-16
International Private Wealth Advisors LLC
DECREASED21,12721,191-640%$705.4K$1.0M+$294.7K2026-11-05
BlueChip Wealth Advisors LLC
DECREASED21,10321,138-350%$703.7K$999.0K+$295.3K2026-11-03
Cape Investment Advisory, Inc.
UNCHANGED20,92820,92800%$696.7K$990.7K+$294.0K2026-10-13
Cambridge Financial Group, LLC
UNCHANGED20,90020,90000%$695.8K$695.8K$02026-10-06
Optivise Advisory Services LLC
INCREASED20,81213,455+7,357+55%$447.9K$985.2K+$537.3K2026-10-19
Asset Dedication, LLC
INCREASED20,73219,998+734+4%$665.7K$981.5K+$315.7K2026-11-03
Almanack Investment Partners, Llc.
NEW20,577—+20,577——$974.1K—2026-11-03
Milestone Asset Management, LLC
DECREASED20,48239,408-18,926-48%$1.3M$969.6K-$342.3K2026-10-15
Gibson Capital, LLC
DECREASED20,30520,529-224-1%$683.4K$961.2K+$277.8K2026-10-23
Rinkey Investments
DECREASED20,24820,956-708-3%$697.6K$958.6K+$261.0K2026-10-28
DCF Advisers, LLC
NEW20,000—+20,000——$946.8K—2026-11-04
DecisionMap Wealth Management, LLC
INCREASED19,96619,915+51+0%$663.0K$945.2K+$282.2K2026-10-29
SAX Wealth Advisors, LLC
INCREASED19,94716,133+3,814+24%$619.8K$944.3K+$324.5K2026-10-13
BIP Wealth, LLC
DECREASED19,89425,429-5,535-22%$846.5K$941.8K+$95.2K2026-10-22
Accel Wealth Management
DECREASED19,80820,149-341-2%$670.8K$937.7K+$267.0K2026-10-13
Fermata Advisors, LLC
INCREASED19,74817,419+2,329+13%$579.9K$934.9K+$355.0K2026-10-13
Heritage OAK Wealth Advisors LLC
INCREASED19,64818,365+1,283+7%$611.4K$930.1K+$318.8K2026-10-14
Financial Management Professionals, Inc.
INCREASED19,55317,636+1,917+11%$587.1K$925.7K+$338.6K2026-10-23
Triad Wealth Partners, LLC
INCREASED19,37817,603+1,775+10%$636.5K$917.4K+$280.8K2026-10-26
Kennedy Investment Group, Inc.
DECREASED19,25020,760-1,510-7%$691.1K$911.3K+$220.2K2026-10-21
Vantage Investment Partners, LLC
UNCHANGED19,13219,13200%$636.9K$905.7K+$268.8K2026-10-27
Wedmont Private Capital
DECREASED19,09921,643-2,544-12%$784.1K$883.5K+$99.4K2026-10-09
Solitude Financial Services
DECREASED19,03019,890-860-4%$662.1K$900.9K+$238.7K2026-10-26
Whalen Wealth Management Inc.
INCREASED18,98211,888+7,094+60%$395.8K$898.6K+$502.9K2026-10-08
Busey Bank
DECREASED18,93419,406-472-2%$646.0K$896.3K+$250.3K2026-10-26
Capital Investment Advisory Services, LLC
DECREASED18,91219,600-688-4%$652.5K$894.7K+$242.2K2026-10-30
Williams Jones Wealth Management, Llc.
DECREASED18,89819,148-250-1%$637.4K$894.6K+$257.2K2026-11-05
RIA Advisory Group LLC
DECREASED18,84742,178-23,331-55%$1.4M$892.2K-$511.9K2026-10-15
Balboa Wealth Partners
INCREASED18,82217,635+1,187+7%$587.1K$891.0K+$304.0K2026-10-20
Cypress Wealth Services, LLC
INCREASED18,71217,946+766+4%$597.4K$907.4K+$309.9K2026-10-21
Northeast Investment Management
INCREASED18,52018,470+50+0%$614.9K$876.7K+$261.9K2026-10-30
Daymark Wealth Partners, LLC
INCREASED18,44014,971+3,469+23%$498.4K$873.0K+$374.6K2026-11-04
Wincap Financial LLC
INCREASED18,20211,772+6,430+55%$391.9K$861.7K+$469.8K2026-10-20
Orin Green Financial, LLC
UNCHANGED18,13918,13900%$603.8K$858.7K+$254.9K2026-10-19
Ridgewood Investments LLC
INCREASED18,06916,581+1,488+9%$552.0K$855.4K+$303.4K2026-10-05
J.Safra Asset Management Corp
INCREASED18,00816,980+1,028+6%$565.3K$852.5K+$287.2K2026-11-03
Ables, Iannone, Moore & Associates, Inc.
DECREASED18,00618,973-967-5%$631.6K$852.4K+$220.8K2026-10-06
Old National Bancorp
UNCHANGED18,00018,00000%$599.2K$852.1K+$252.9K2026-10-20
EPG Wealth Management LLC
INCREASED17,93016,408+1,522+9%$546.2K$848.8K+$302.6K2026-11-03
WealthPlan Investment Management, LLC
DECREASED17,73922,017-4,278-19%$732.9K$839.8K+$106.8K2026-10-15
Cornerstone Planning Group LLC
INCREASED17,66217,635+27+0%$658.5K$822.2K+$163.7K2026-10-16
Prodigy Asset Management LLC
UNCHANGED17,60017,60000%$585.9K$833.2K+$247.3K2026-10-28
West Financial Advisors, LLC
DECREASED17,50818,800-1,292-7%$625.9K$828.8K+$203.0K2026-10-22
Flagship Harbor Advisors, LLC
DECREASED17,42217,580-158-1%$585.2K$824.8K+$239.5K2026-10-26
Global Wealth Management, LLC
DECREASED17,29817,382-840%$578.6K$818.9K+$240.2K2026-10-15
Quadcap Wealth Management, LLC
DECREASED17,27317,420-147-1%$579.9K$817.7K+$237.8K2026-11-02
Benchmark Financial Wealth Advisors, LLC
INCREASED17,18710,660+6,527+61%$354.9K$813.6K+$458.8K2026-10-20
Choreo, LLC
DECREASED17,16534,717-17,552-51%$1.2M$812.6K-$343.1K2026-10-28
Ameliora Wealth Management Ltd.
UNCHANGED17,12117,12100%$570.0K$810.5K+$240.6K2026-10-23
Traynor Capital Management, Inc.
INCREASED17,11715,679+1,438+9%$521.9K$810.3K+$288.4K2026-10-29
Oak Barrel Wealth Advisory LLC
DECREASED17,07018,500-1,430-8%$615.9K$808.1K+$192.2K2026-11-05
Apella Capital, LLC
INCREASED16,87616,635+241+1%$601.4K$796.7K+$195.4K2026-10-08
Summit Global Investments
INCREASED16,75915,198+1,561+10%$506.0K$793-$505.2K2026-10-28
Formidable Asset Management, LLC
INCREASED16,69716,592+105+1%$637.5K$555.8K-$81.6K2026-11-03
Harfst & Associates, Inc.
DECREASED16,65918,139-1,480-8%$603.8K$788.6K+$184.8K2026-10-20
City State Bank
DECREASED16,60017,350-750-4%$577.6K$785.8K+$208.3K2026-10-20
Beese Fulmer Investment Management, Inc.
INCREASED16,58516,110+475+3%$536.3K$785.1K+$248.8K2026-10-23
Wealth Analytics Partners, LLC
DECREASED16,54818,231-1,683-9%$666.9K$783.4K+$116.5K2026-10-19
Claro Advisors Inc.
INCREASED16,52413,144+3,380+26%$437.6K$782.3K+$344.7K2026-11-02
Mirabaud & Cie SA
INCREASED16,50015,000+1,500+10%$499.4K$781.1K+$281.8K2026-10-27
Fortitude Financial, LLC
INCREASED16,49315,004+1,489+10%$499.5K$780.8K+$281.3K2026-10-19
Kagan Cocozza Asset Management
DECREASED16,41118,398-1,987-11%$612.5K$776.9K+$164.4K2026-10-19
AdvisorNet Financial, Inc
INCREASED16,2319,185+7,046+77%$305.8K$750.5K+$444.8K2026-10-15
Chilton Capital Management LLC
UNCHANGED16,15216,15200%$537.7K$764.6K+$226.9K2026-10-28
Modera Wealth Management, LLC
INCREASED16,12115,721+400+3%$523.4K$763.2K+$239.8K2026-10-28
National Wealth Management Group, LLC
INCREASED16,07815,393+685+4%$512.4K$761.1K+$248.7K2026-10-26
KTF Investments, LLC
DECREASED15,93519,110-3,175-17%$636.2K$754.4K+$118.2K2026-10-23
Patten & Patten Inc
DECREASED15,78215,907-125-1%$529.5K$747.1K+$217.6K2026-10-26
Lazari Capital Management, Inc.
INCREASED15,72215,375+347+2%$511.8K$744.3K+$232.4K2026-10-20
Sound Financial Strategies Group, LLC
DECREASED15,71016,935-1,225-7%$563.8K$743.7K+$179.9K2026-10-30
Sendero Wealth Management, LLC
INCREASED15,70814,340+1,368+10%$477.4K$743.6K+$266.2K2026-10-14
Verus Capital Partners, LLC
DECREASED15,69316,258-565-3%$541.2K$742.9K+$201.7K2026-11-03
Crew Capital Management, Ltd
INCREASED15,57910,924+4,655+43%$363.7K$737.5K+$373.9K2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED15,51015,51000%$516.3K$734.2K+$217.9K2026-10-23
Principle Wealth Partners LLC
INCREASED15,26613,903+1,363+10%$462.8K$722.7K+$259.9K2026-11-02
Griffin Asset Management, Inc.
INCREASED15,14311,814+3,329+28%$393.3K$716.9K+$323.6K2026-10-22
Schear Investment Advisers, LLC
NEW14,938—+14,938——$707.2K—2026-10-14
Tempo Wealth, LLC
DECREASED14,93815,042-104-1%$500.7K$707.2K+$206.4K2026-10-14
Beacon Financial Group
DECREASED14,84615,276-430-3%$508.5K$702.8K+$194.3K2026-10-19
HBW Advisory Services LLC
INCREASED14,78814,450+338+2%$481.0K$700.1K+$219.0K2026-10-15
Norden Group LLC
UNCHANGED14,73014,73000%$490.4K$697.3K+$207.0K2026-10-20
Forum Financial Management, LP
DECREASED14,71115,415-704-5%$513.2K$696.4K+$183.3K2026-10-16
Plancorp, LLC
INCREASED14,68011,311+3,369+30%$398.4K$636.5K+$238.2K2026-11-03
Acorn Wealth Advisors, LLC
DECREASED14,62416,506-1,882-11%$549.5K$692.3K+$142.8K2026-10-19
Three Seasons Wealth, LLC
DECREASED14,61617,366-2,750-16%$578.1K$691.9K+$113.8K2026-11-03
Pittenger & Anderson Inc
INCREASED14,5311,571+12,960+825%$52.3K$687.9K+$635.6K2026-11-02
Integrated Advisors Network LLC
DECREASED14,50723,558-9,051-38%$784.2K$686.8K-$97.5K2026-10-20
Cap Partners, LLC
DECREASED14,48714,758-271-2%$491.3K$685.8K+$194.5K2026-10-19
RVW Wealth, LLC
INCREASED14,31113,862+449+3%$461.5K$677.5K+$216.0K2026-10-06
DeDora Capital, Inc.
DECREASED14,28417,318-3,034-18%$576.5K$676.2K+$99.7K2026-10-26
Ascentis Wealth Management, LLC
DECREASED14,26620,503-6,237-30%$682.5K$675.3K-$7.2K2026-11-03
Rossby Financial, LCC
DECREASED14,15914,529-370-3%$483.7K$670.3K+$186.6K2026-11-05
Jamison Private Wealth Management, Inc.
DECREASED14,11914,513-394-3%$483.1K$668.4K+$185.3K2026-10-14
Harbor Investment Advisory, LLC
DECREASED14,04314,193-150-1%$472.5K$664.8K+$192.3K2026-10-13
Lyell Wealth Management, LP
INCREASED13,97110,751+3,220+30%$357.9K$661.4K+$303.5K2026-10-30
Hutchens & Kramer Investment Management Group, LLC
INCREASED13,93312,995+938+7%$432.6K$659.6K+$227.0K2026-10-16
AlphaCore Capital LLC
INCREASED13,65411,646+2,008+17%$387.7K$646.4K+$258.7K2026-11-04
Wespac Advisors, LLC
NEW13,589—+13,589——$643.3K—2026-10-26
Insight Advisors, LLC/ PA
DECREASED13,58714,258-671-5%$474.6K$643.2K+$168.6K2026-10-22
Seven Bridges Advisors LLC
UNCHANGED13,55013,55000%$451.1K$641.5K+$190.4K2026-10-07
Onyx Bridge Wealth Group LLC
DECREASED13,50213,939-437-3%$464.0K$639.2K+$175.2K2026-10-16
Integrity Advisory Solutions, LLC
NEW13,492—+13,492——$638.7K—2026-10-29
Firethorn Wealth Partners, LLC
INCREASED13,44412,918+526+4%$430.0K$636.4K+$206.4K2026-10-14
Stash Investments, LLC
NEW13,393—+13,393——$634.0K—2026-10-26
MSH Capital Advisors LLC
INCREASED13,1716,663+6,508+98%$221.8K$627.6K+$405.8K2026-11-03
Canton Hathaway, LLC
INCREASED13,00010,000+3,000+30%$332.9K$615.4K+$282.5K2026-10-23
Clay Northam Wealth Management, LLC
UNCHANGED12,90012,90000%$429.4K$610.7K+$181.2K2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED12,89912,823+76+1%$426.9K$610.6K+$183.8K2026-10-13
J. L. Bainbridge & Co., Inc.
DECREASED12,88813,026-138-1%$433.6K$610.1K+$176.5K2026-10-20
Grant Street Asset Management, Inc.
DECREASED12,78012,824-440%$426.9K$605.0K+$178.1K2026-10-26
Iron Financial LLC
DECREASED12,74813,466-718-5%$448.3K$603.5K+$155.2K2026-10-23
Arsenal Capital Advisors LLC
INCREASED12,67011,508+1,162+10%$383.1K$599.8K+$216.7K2026-11-02
Entrewealth, LLC
INCREASED12,6627,993+4,669+58%$291.7K$599.4K+$307.8K2026-10-14
Centurion Wealth Management LLC
DECREASED12,59121,314-8,723-41%$709.5K$596.1K-$113.5K2026-10-13
CFM Wealth Partners LLC
DECREASED12,55014,144-1,594-11%$470.9K$594.1K+$123.3K2026-11-05
Redstone Wealth Management, LLC
DECREASED12,52113,693-1,172-9%$455.8K$592.7K+$136.9K2026-10-20
FNY Investment Advisers, LLC
NEW12,418—+12,418——$587—2026-10-16
Wealthcare Capital Management LLC
INCREASED12,33610,716+1,620+15%$356.7K$584.0K+$227.3K2026-10-21
Blue Bell Private Wealth Management, LLC
UNCHANGED12,28212,28200%$408.9K$581.4K+$172.6K2026-10-29
Beacon Financial Advisory LLC
INCREASED12,2688,215+4,053+49%$273.5K$580.8K+$307.3K2026-10-16
Joseph P. Lucia & Associates, LLC
INCREASED12,25410,612+1,642+15%$353.3K$580.1K+$226.8K2026-10-30
Venture Visionary Partners LLC
DECREASED12,24822,983-10,735-47%$765.1K$579.8K-$185.3K2026-10-07
Tarbox Family Office, Inc.
NEW12,188—+12,188——$577.0K—2026-10-23
W Advisors, LLC
DECREASED12,04514,634-2,589-18%$487.2K$570.2K+$83.0K2026-11-02
Provenance Wealth Advisors, LLC
INCREASED12,041328+11,713+3571%$10.9K$570.0K+$559.1K2026-10-30
Blue Trust, Inc.
INCREASED12,0358,408+3,627+43%$279.9K$569.7K+$289.8K2026-10-15
Stordahl Capital Management, Inc.
INCREASED11,97211,570+402+3%$385.2K$566.8K+$181.6K2026-10-22
Alchemi Wealth, LLC
INCREASED11,95911,056+903+8%$368.1K$566.1K+$198.1K2026-11-04
True North Advisors, LLC
INCREASED11,8527,749+4,103+53%$258.0K$561.1K+$303.1K2026-10-22
55 North Private Wealth, LLC
UNCHANGED11,68711,68700%$389.1K$553.3K+$164.2K2026-10-20
SJS Investment Consulting Inc.
DECREASED11,67513,177-1,502-11%$438.7K$552.7K+$114.0K2026-10-26
Ashford Advisors, LLC
UNCHANGED11,64011,64000%$387.5K$551.0K+$163.5K2026-11-02
Sanders Morris Harris LLC
NEW11,615—+11,615——$552.5K—2026-10-14
Whitener Capital Management, Inc.
DECREASED11,60413,397-1,793-13%$446.0K$549.3K+$103.3K2026-10-15
Fiduciary Alliance LLC
DECREASED11,58096,903-85,323-88%$3.2M$548.2K-$2.7M2026-10-13
First Heartland Consultants, Inc.
INCREASED11,55710,099+1,458+14%$336.2K$547.1K+$210.9K2026-10-08
Indivisible Partners
INCREASED11,5258,615+2,910+34%$286.8K$545.6K+$258.8K2026-10-26
BCS Wealth Management
INCREASED11,51911,374+145+1%$378.6K$545.3K+$166.7K2026-11-03
Private Wealth Management Group, LLC
INCREASED11,4944,012+7,482+186%$133.6K$544.1K+$410.6K2026-10-19
Vaquero Private Wealth, LTD
DECREASED11,49311,684-191-2%$389.0K$544.1K+$155.1K2026-10-27
Phillips Financial Management, LLC
UNCHANGED11,48411,48400%$382.3K$543.7K+$161.4K2026-10-19
Detalus Advisors, LLC
INCREASED11,4068,059+3,347+42%$268.3K$540.0K+$271.7K2026-10-15
Quantum Financial Partners LLC
DECREASED11,39411,577-183-2%$385.4K$539.4K+$154.0K2026-10-19
OceanIQ Capital, LLC
DECREASED11,34522,715-11,370-50%$816.4K$534.7K-$281.7K2026-10-19
CRA Financial Services, LLC
DECREASED11,28811,533-245-2%$383.9K$534.4K+$150.4K2026-10-16
First City Capital Management, Inc.
INCREASED11,28110,031+1,250+12%$333.9K$534.0K+$200.1K2026-10-27
Asset Advisory Group, Inc.
DECREASED11,20311,232-290%$373.9K$530.4K+$156.4K2026-10-20
GSG Advisors LLC
UNCHANGED11,19611,19600%$372.7K$530.0K+$157.3K2026-11-03
Nadler Financial Group, Inc.
UNCHANGED11,17011,17000%$371.8K$528.8K+$156.9K2026-10-23
Patriot Investment Management Group, Inc.
DECREASED11,15711,257-100-1%$374.7K$528.2K+$153.4K2026-10-15
WIT Partners Advisory Pte. Ltd.
UNCHANGED11,15011,15000%$371.2K$527.8K+$156.7K2026-10-16
AFG Fiduciary Services Limited Partnership
INCREASED11,1309,015+2,115+23%$314.4K$524.6K+$210.2K2026-10-21
Ballew Advisors, Inc
DECREASED11,08111,607-526-5%$404.8K$528.9K+$124.2K2026-10-05
Deltec Asset Management LLC
NEW11,000—+11,000——$520.7K—2026-10-26
Avondale Wealth Management
UNCHANGED11,00011,00000%$366.2K$520.7K+$154.6K2026-10-15
Cathy Pareto & Associates, Inc
INCREASED10,95310,103+850+8%$336.3K$518.5K+$182.2K2026-10-15
Merkkuri Wealth Advisors LLC
INCREASED10,90510,705+200+2%$356.4K$516.2K+$159.9K2026-11-03
Factor Wealth Management LTD
UNCHANGED10,76010,76000%$358.2K$509.4K+$151.2K2026-10-08
Ascentis Independent Advisors
NEW10,686—+10,686——$505.9K—2026-11-03
Destiny Wealth Partners, LLC
NEW10,681—+10,681——$463.0K—2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED10,67910,551+128+1%$351.2K$505.5K+$154.3K2026-10-27
Virtue Capital Management, LLC
INCREASED10,6519,341+1,310+14%$311.0K$504.2K+$193.3K2026-10-29
Paragon Advisors, LLC
NEW10,643—+10,643——$503.8K—2026-11-03
Koshinski Asset Management, Inc.
DECREASED10,59310,598-50%$352.8K$501.5K+$148.7K2026-10-29
BFI Infinity Ltd.
NEW10,496—+10,496——$496.9K—2026-10-16
Pinnacle Associates LTD
DECREASED10,45210,671-219-2%$355.2K$494.8K+$139.6K2026-10-20
Shepherd Financial Partners LLC
INCREASED10,3828,078+2,304+29%$268.9K$491.5K+$222.6K2026-11-03
Atwater Malick LLC
UNCHANGED10,33710,33700%$344.1K$489.4K+$145.2K2026-10-15
Vicus Capital
INCREASED10,31710,214+103+1%$340.0K$488.4K+$148.4K2026-11-05
Frank, Rimerman Advisors LLC
UNCHANGED10,25910,25900%$341.5K$485.7K+$144.1K2026-10-16
Harel Insurance Investments & Financial Services Ltd.
DECREASED10,23210,449-217-2%$348.0K$484-$347.5K2026-11-02
Sage Rhino Capital LLC
DECREASED10,16110,162-10%$338.3K$481.0K+$142.7K2026-10-28
Balance Wealth Partners LLC
DECREASED10,10210,141-390%$337.6K$478.2K+$140.6K2026-10-27
Perryman Financial Advisory Inc
DECREASED10,09310,478-385-4%$348.8K$477.8K+$129.0K2026-10-16
MBL Wealth, LLC
DECREASED10,08244,260-34,178-77%$1.5M$477.3K-$996.1K2026-10-22
Global Financial Private Client, LLC
INCREASED10,0519,164+887+10%$305.1K$475.8K+$170.7K2026-10-15
4J Wealth Management LLC
UNCHANGED9,9939,99300%$332.7K$473.1K+$140.4K2026-11-02
KCM Investment Advisors LLC
DECREASED9,88810,038-150-1%$334.2K$468.1K+$133.9K2026-10-27
Strong Tower Advisory Services
DECREASED9,860228,483-218,623-96%$7.6M$466.8K-$7.1M2026-10-13
Citrine Capital LLC
UNCHANGED9,8439,84300%$327.7K$466.0K+$138.3K2026-10-14
Fortitude Family Office, LLC
DECREASED9,82913,280-3,451-26%$442.1K$465.3K+$23.2K2026-10-14
Berman McAleer LLC
NEW9,815—+9,815——$464.6K—2026-10-16
Linscomb Wealth, Inc.
INCREASED9,7998,097+1,702+21%$269.6K$463.9K+$194.3K2026-11-05
Accurate Wealth Management, LLC
DECREASED9,7979,840-430%$356.5K$461.8K+$105.2K2026-10-20
Hyposwiss Advisors SA
INCREASED9,7957,230+2,565+35%$240.7K$463.7K+$223.0K2026-10-26
Schorn Wealth LLC
UNCHANGED9,7949,79400%$326.0K$463.6K+$137.6K2026-10-14
Golden State Wealth Management, LLC
UNCHANGED9,7709,77000%$325.2K$462.5K+$137.3K2026-11-02
M Wealth Management, LLC
DECREASED9,74612,873-3,127-24%$428.5K$461.4K+$32.8K2026-10-14
Cushing Capital Partners, LLC
INCREASED9,7229,425+297+3%$313.7K$460.3K+$146.5K2026-10-20
South Shore Capital Advisors
NEW9,675—+9,675——$458.0K—2026-10-20
Sigma Planning Corp
INCREASED9,6659,088+577+6%$302.5K$457.5K+$155.0K2026-10-23
RMG Wealth Management LLC
INCREASED9,6599,534+125+1%$342.2K$443.1K+$100.9K2026-10-26
Sunburst Financial Group, LLC
DECREASED9,62710,089-462-5%$335.9K$455.7K+$119.9K2026-10-09
Veltria Advisors Corp.
INCREASED9,5908,150+1,440+18%$271.3K$454.0K+$182.7K2026-11-05
Puff Wealth Management, LLC
UNCHANGED9,5759,57500%$318.8K$453.3K+$134.5K2026-10-07
Narwhal Capital Management
INCREASED9,5639,521+42+0%$316.9K$452.7K+$135.8K2026-11-04
Biltmore Family Office, LLC
INCREASED9,5599,440+119+1%$314.3K$452.5K+$138.3K2026-11-03
Chiron Capital Management, LLC
DECREASED9,51914,654-5,135-35%$487.8K$450.6K-$37.2K2026-10-15
Ignite Planners, LLC
DECREASED9,47013,292-3,822-29%$442.8K$448.3K+$5.5K2026-10-14
Global Assets Advisory, LLC
DECREASED9,45010,200-750-7%$347.4K$456.8K+$109.4K2026-10-28
Richmond Investment Services, LLC
INCREASED9,4408,769+671+8%$291.9K$446.9K+$155.0K2026-10-29
Cypress Capital Group
DECREASED9,37511,450-2,075-18%$381.2K$443.8K+$62.6K2026-11-03
Legacy Capital Wealth Partners, LLC
DECREASED9,22333,781-24,558-73%$1.1M$436.6K-$688.0K2026-10-21
Vivid Wealth Management, LLC
UNCHANGED9,2209,22000%$306.9K$436.5K+$129.5K2026-10-27
CJM Wealth Advisers, Ltd.
DECREASED9,1399,875-736-7%$328.7K$432.6K+$103.9K2026-10-27
Robertson Stephens Wealth Management, LLC
INCREASED9,1258,256+869+11%$274.8K$432.0K+$157.1K2026-10-16
World Equity Group, Inc.
DECREASED9,07825,780-16,702-65%$858.2K$429.8K-$428.5K2026-10-14
FSA Wealth Partners, Inc.
NEW9,074—+9,074——$429.6K—2026-10-26
Legacy Wealth Partners, LLC
DECREASED9,0419,306-265-3%$309.8K$428.0K+$118.2K2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED9,0399,416-377-4%$313.4K$427.9K+$114.5K2026-10-13
Retirement Planning Group, LLC
DECREASED9,0109,533-523-5%$317.4K$426.5K+$109.2K2026-10-19
Capital Management Associates
NEW9,000—+9,000——$426.1K—2026-11-03
Wellington Shields Capital Management, LLC
INCREASED9,0003,667+5,333+145%$122.1K$426.1K+$304.0K2026-11-03
Wellington Shields & Co., LLC
INCREASED9,0003,674+5,326+145%$122.3K$426.1K+$303.8K2026-11-03
Laurel OAK Wealth Management, LLC
DECREASED8,9579,226-269-3%$307.1K$424.0K+$116.9K2026-10-19
Leo Wealth, LLC
NEW8,941—+8,941——$423.3K—2026-10-26
JB Capital LLC
DECREASED8,8519,610-759-8%$319.9K$419.0K+$99.1K2026-10-19
Verdence Capital Advisors LLC
NEW8,791—+8,791——$416.2K—2026-10-26
Willner & Heller, LLC
UNCHANGED8,7868,78600%$292.5K$415.9K+$123.4K2026-10-28
Diversified Enterprises, LLC
DECREASED8,7579,096-339-4%$302.8K$414.6K+$111.8K2026-10-19
Bernardo Wealth Planning LLC
NEW8,746—+8,746——$414.0K—2026-10-23
Midwest Financial Partners Investments, Inc.
UNCHANGED8,6308,63000%$287.3K$408.5K+$121.3K2026-10-08
Mainstream Capital Management LLC
DECREASED8,5909,494-904-10%$316.1K$406.7K+$90.6K2026-10-23
Cardinal Point Capital Management ULC
UNCHANGED8,4988,49800%$282.9K$402.3K+$119.4K2026-10-21
Elevate Capital Advisors, LLC
DECREASED8,4579,718-1,261-13%$323.5K$400.4K+$76.9K2026-11-02
PFG Advisors
INCREASED8,4017,230+1,171+16%$240.7K$397.7K+$157.0K2026-10-16
Investment Partners Asset Management, Inc.
INCREASED8,3838,324+59+1%$277.1K$396.9K+$119.7K2026-10-09
Black Diamond Financial, LLC
UNCHANGED8,3318,33100%$277.3K$394.4K+$117.1K2026-10-26
XY Planning Network, Inc.
DECREASED8,3308,473-143-2%$282.1K$394.3K+$112.3K2026-10-14
Private Management Group Inc
UNCHANGED8,3218,32100%$277.0K$393.9K+$116.9K2026-11-04
Spire Wealth Management
DECREASED8,2959,024-729-8%$300.4K$392.7K+$92.3K2026-10-30
Integrity Alliance, Llc.
DECREASED8,28722,558-14,271-63%$751.0K$392.3K-$358.6K2026-10-29
MBE Wealth Management, LLC
NEW8,273—+8,273——$391.7K—2026-10-26
Leverty Financial Group, LLC
INCREASED8,1127,605+507+7%$253.2K$384.0K+$130.9K2026-10-08
ATX Financial Planning, LLC
DECREASED8,0908,787-697-8%$292.5K$383.0K+$90.5K2026-10-14
Oakworth Capital, Inc.
UNCHANGED8,0788,07800%$270.1K$382.4K+$112.3K2026-10-26
Everhart Financial Group, Inc.
DECREASED7,9968,996-1,000-11%$299.5K$378.5K+$79.1K2026-10-08
PDS Planning, Inc
DECREASED7,9297,976-47-1%$265.5K$375.3K+$109.8K2026-11-03
Quantum Financial Planning Services, Inc.
UNCHANGED7,9217,92100%$263.7K$375.0K+$111.3K2026-10-14
Silverlake Wealth Management LLC
DECREASED7,7869,127-1,341-15%$303.9K$368.6K+$64.8K2026-10-21
Occidental Asset Management, LLC
INCREASED7,7187,657+61+1%$254.9K$365.4K+$110.5K2026-11-05
Evanson Financial, LLC
DECREASED7,70612,083-4,377-36%$402.2K$364.8K-$37.5K2026-10-23
Noble Wealth Management PBC
UNCHANGED7,7057,70500%$256.5K$364.8K+$108.3K2026-10-01
ADE, LLC
UNCHANGED7,7047,70400%$256.5K$364.7K+$108.2K2026-10-29
PUREfi Wealth, LLC
DECREASED7,6508,150-500-6%$271.3K$362.2K+$90.8K2026-10-19
Gilman Hill Asset Management, LLC
NEW7,645—+7,645——$361.9K—2026-10-13
Tred Avon Family Wealth, LLC
DECREASED7,64511,645-4,000-34%$387.7K$361.9K-$25.7K2026-10-20
Amicus Financial Advisors, LLC
DECREASED7,6459,545-1,900-20%$317.8K$361.9K+$44.2K2026-11-03
Correct Capital Wealth Management
DECREASED7,6127,820-208-3%$260.3K$360.4K+$100.1K2026-11-02
Andina Capital Management, LLC
INCREASED7,5717,094+477+7%$236.2K$358.4K+$122.3K2026-10-21
Verus Financial Partners, Inc.
DECREASED7,4658,597-1,132-13%$286.2K$353.4K+$67.2K2026-10-29
Uhlmann Price Securities, LLC
NEW7,456—+7,456——$353.0K—2026-11-03
Certuity, LLC
UNCHANGED7,4557,45500%$248.2K$352.9K+$104.7K2026-11-02
Greenhouse Wealth Management, LLC
UNCHANGED7,4137,41300%$253.3K$350.8K+$97.6K2026-10-20
Azzad Asset Management Inc
UNCHANGED7,4087,40800%$246.6K$350.7K+$104.1K2026-11-04
Clear Point Advisors Inc.
NEW7,403—+7,403——$350.5K—2026-10-30
Sterling Investment Counsel, LLC
INCREASED7,3777,368+9+0%$245.3K$349.2K+$103.9K2026-10-19
Fire Capital Management LLC
DECREASED7,3687,418-50-1%$246.9K$348.8K+$101.9K2026-10-27
White Lighthouse Investment Management Inc.
NEW7,365—+7,365——$348.7K—2026-10-21
Canvas Wealth Advisors, LLC
NEW7,337—+7,337——$335.4K—2026-11-02
KWB Wealth
UNCHANGED7,3097,30900%$243.3K$346.0K+$102.7K2026-10-16
MBA Advisors LLC
INCREASED7,3077,260+47+1%$241.7K$345.9K+$104.2K2026-10-29
Pacific Park Financial, Inc.
NEW7,300—+7,300——$345.6K—2026-10-13
Shepherd Street Advisors LLC
INCREASED7,2966,491+805+12%$238.9K$339.6K+$100.7K2026-10-21
Watchman Group, Inc.
DECREASED7,2877,427-140-2%$247.2K$345.0K+$97.7K2026-10-16
Benin Management Corp
UNCHANGED7,2707,27000%$242.0K$344.2K+$102.1K2026-10-22
Mission Financial Group, LLC
DECREASED7,2519,803-2,552-26%$326.3K$343.3K+$16.9K2026-10-21
Maia Wealth LLC
DECREASED7,2157,554-339-4%$251.5K$341.6K+$90.1K2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED7,21010,102-2,892-29%$336.3K$341.3K+$5.0K2026-10-13
Symphony Financial, Ltd. Co.
DECREASED7,1927,637-445-6%$255.5K$341.2K+$85.7K2026-10-22
Financial Planning Navigators Corp
NEW7,146—+7,146——$338.3K—2026-10-14
International Assets Investment Management, LLC
INCREASED7,1416,988+153+2%$237.5K$342.5K+$104.9K2026-11-02
Burns Matteson Capital Management, LLC
INCREASED7,1256,924+201+3%$230.5K$337.3K+$106.8K2026-10-16
First United Bank & Trust
INCREASED7,0946,594+500+8%$219.5K$335.8K+$116.3K2026-10-22
August Group Capital Ltd
INCREASED7,0926,659+433+7%$221.7K$335.7K+$114.1K2026-10-14
Trinity Financial Advisors LLC
NEW7,008—+7,008——$331.8K—2026-10-09
Integrated Capital Management, LLC
DECREASED6,9586,968-100%$232.0K$329.4K+$97.4K2026-10-23
Segment Wealth Management, LLC
NEW6,951—+6,951——$329.1K—2026-10-26
Sidoxia Capital Management, LLC
INCREASED6,9406,661+279+4%$221.7K$328.5K+$106.8K2026-10-28
Galvin, Gaustad & Stein, LLC
UNCHANGED6,9146,91400%$230.2K$327.3K+$97.1K2026-10-08
Total Wealth Planning & Management, Inc.
DECREASED6,88610,042-3,156-31%$334.3K$326.0K-$8.3K2026-10-23
Taylor & Morgan Wealth Management, LLC
INCREASED6,8866,486+400+6%$215.9K$326.0K+$110.1K2026-10-09
Crumly & Associates Inc.
UNCHANGED6,8766,87600%$228.9K$325.5K+$96.6K2026-10-07
Legacy Financial Strategies, LLC
DECREASED6,8327,303-471-6%$243.1K$323.4K+$80.3K2026-10-15
Avaii Wealth Management, LLC
DECREASED6,8238,571-1,748-20%$285.3K$325.7K+$40.3K2026-10-09
Evergreen Capital Management LLC
DECREASED6,8227,492-670-9%$249.4K$323.0K+$73.5K2026-10-23
Altiora Financial Group, LLC
UNCHANGED6,8006,80000%$226.4K$321.9K+$95.5K2026-11-04
Riggs Asset Managment Co. Inc.
DECREASED6,7908,497-1,707-20%$282.9K$321.4K+$38.6K2026-11-05
WP Advisors, LLC
INCREASED6,7786,503+275+4%$216.5K$320.9K+$104.4K2026-10-22
Catalyst Private Wealth, LLC
DECREASED6,7616,777-160%$225.6K$320.1K+$94.5K2026-10-13
RMR Wealth Builders
DECREASED6,5678,405-1,838-22%$279.8K$310.9K+$31.1K2026-10-22
United Asset Strategies, Inc.
DECREASED6,4966,800-304-4%$226.4K$307.5K+$81.1K2026-10-28
FSM Wealth Advisors, LLC
DECREASED6,4966,670-174-3%$222.0K$300.5K+$78.5K2026-10-27
Tempus Wealth Planning, LLC
DECREASED6,49310,520-4,027-38%$350.2K$307.4K-$42.8K2026-10-14
Hibernia Wealth Partners, LLC
INCREASED6,4806,357+123+2%$211.6K$306.8K+$95.1K2026-10-29
Diesslin Group, Inc.
UNCHANGED6,4796,47900%$215.7K$306.7K+$91.0K2026-10-14
TritonPoint Partners, LLC
UNCHANGED6,4636,46300%$215.2K$306.0K+$90.8K2026-11-05
TD Waterhouse Canada Inc.
DECREASED6,4267,015-589-8%$238.3K$308.1K+$69.7K2026-10-16
Fort Washington Investment Advisors Inc
UNCHANGED6,3936,39300%$212.8K$302.6K+$89.8K2026-10-15
Sard Wealth Management Group, LLC
UNCHANGED6,3766,37600%$212.3K$301.8K+$89.6K2026-10-16
Lewis Asset Management, LLC
NEW6,368—+6,368——$301.5K—2026-10-14
Oasis Advisors, LLC
NEW6,358—+6,358——$301.0K—2026-10-16
Focused Alpha, LLC
NEW6,347—+6,347——$300.5K—2026-10-20
Thompson Davis & Co., Inc.
DECREASED6,3167,426-1,110-15%$240.8K$299.0K+$58.2K2026-11-05
JDH Wealth Management, LLC
UNCHANGED6,2976,29700%$209.6K$298.1K+$88.5K2026-10-20
Aspirean Wealth, LLC
UNCHANGED6,2626,26200%$208.5K$296.4K+$88.0K2026-11-03
Client 1ST Advisory Group, LLC
NEW6,226—+6,226——$294.7K—2026-10-19
Asempa Wealth Advisors
DECREASED6,2089,195-2,987-32%$306.1K$297.7K-$8.4K2026-10-07
Signature Equity Partners, LLC
DECREASED6,2059,989-3,784-38%$332.5K$293.7K-$38.8K2026-10-29
Midwest Financial Group LLC
DECREASED6,1986,451-253-4%$214.8K$293.4K+$78.7K2026-10-15
King Luther Capital Management Corp
UNCHANGED6,1856,18500%$205.9K$292.8K+$86.9K2026-11-05
Cidel Asset Management Inc
UNCHANGED6,1806,18000%$205.7K$292.6K+$86.8K2026-10-29
Goelzer Investment Management, Inc.
NEW6,132—+6,132——$290.3K—2026-10-16
Trust Point Inc.
DECREASED6,1256,344-219-3%$211.2K$290.0K+$78.8K2026-10-27
Royal Fund Management, LLC
NEW6,114—+6,114——$289.4K—2026-10-22
Miller Financial Services LLC
NEW6,101—+6,101——$288.8K—2026-10-20
Carret Asset Management, LLC
UNCHANGED6,1006,10000%$203.1K$288.8K+$85.7K2026-11-04
Inscription Capital, LLC
NEW6,099—+6,099——$288.7K—2026-11-02
Sanchez Gaunt Capital Management, LLC
DECREASED6,07712,086-6,009-50%$402.3K$287.7K-$114.7K2026-11-03
Alliance Wealth Advisors, LLC
NEW6,070—+6,070——$287.4K—2026-10-14
Independent Wealth Network Inc.
DECREASED6,0676,357-290-5%$211.6K$287.2K+$75.6K2026-10-19
Integrity Investment Advisors, LLC
UNCHANGED6,0676,06700%$202.0K$287.2K+$85.2K2026-11-03
Integrity Wealth Partners, LLC
NEW6,033—+6,033——$285.6K—2026-10-14
Hurley Capital, LLC
DECREASED6,03227,758-21,726-78%$924.1K$285.6K-$638.5K2026-11-05
Embree Financial Group
DECREASED6,0287,875-1,847-23%$262.2K$285.4K+$23.2K2026-10-22
Arlington Trust Co LLC
INCREASED6,025850+5,175+609%$28.3K$285.2K+$256.9K2026-10-20
Fusion Capital, LLC
NEW6,014—+6,014——$284.7K—2026-10-28
Pennsylvania Capital Management Inc
DECREASED5,99314,138-8,145-58%$470.7K$283.7K-$186.9K2026-11-05
Novem Group
DECREASED5,9928,727-2,735-31%$290.5K$283.7K-$6.9K2026-10-19
LCM Capital Management Inc
NEW5,950—+5,950——$281.7K—2026-10-20
Boston Standard Wealth Management, LLC
NEW5,916—+5,916——$280.1K—2026-10-07
Kercheville Advisors, LLC
NEW5,900—+5,900——$279.3K—2026-10-19
Davenport & Co LLC
NEW5,851—+5,851——$277.0K—2026-10-14
Armbruster Capital Management, Inc.
DECREASED5,84313,643-7,800-57%$454.2K$276.6K-$177.6K2026-10-19
Brookmont Capital Management
NEW5,750—+5,750——$272.2K—2026-10-23
Abundance Wealth Counselors
NEW5,727—+5,727——$271.1K—2026-10-26
Keystone Global Partners, LLC
NEW5,668—+5,668——$268.3K—2026-10-13
Perennial Advisors, LLC
DECREASED5,6457,815-2,170-28%$260.2K$267.2K+$7.1K2026-10-13
Third View Private Wealth, LLC
NEW5,631—+5,631——$266.6K—2026-10-30
Crescent Grove Advisors, LLC
DECREASED5,6306,070-440-7%$202.1K$266.5K+$64.5K2026-10-21
Mascagni Wealth Management, Inc.
NEW5,620—+5,620——$266.1K—2026-10-23
WoodTrust Financial Corp
NEW5,574—+5,574——$264—2026-10-09
Old Mission Investment Co LLC
NEW5,519—+5,519——$261.3K—2026-10-22
Financial Security Advisor, Inc.
NEW5,502—+5,502——$260.5K—2026-11-03
Walkner Condon Financial Advisors LLC
NEW5,500—+5,500——$260.4K—2026-11-02
Physician Wealth Advisors, Inc.
DECREASED5,4576,080-623-10%$202.4K$258.3K+$55.9K2026-10-20
Mesirow Financial Investment Management, Inc.
NEW5,449—+5,449——$258.0K—2026-11-05
A4 Wealth Advisors LLC
DECREASED5,44634,005-28,559-84%$1.1M$257.8K-$874.2K2026-10-20
TCI Wealth Advisors, Inc.
NEW5,442—+5,442——$257.6K—2026-10-30
Oarsman Capital, Inc.
DECREASED5,4398,089-2,650-33%$269.3K$257.5K-$11.8K2026-11-05
SeaBridge Investment Advisors LLC
NEW5,419—+5,419——$256.5K—2026-11-02
Fairway Wealth LLC
UNCHANGED5,3505,35000%$180.0K$253.3K+$73.2K2026-10-30
Pacific Asset Management, LLC
NEW5,302—+5,302——$251.0K—2026-10-15
Mainsail Asset Management, LLC
NEW5,297—+5,297——$256.9K—2026-10-14
Holcombe Financial, Inc.
NEW5,290—+5,290——$250.4K—2026-10-16
Krilogy Financial LLC
NEW5,284—+5,284——$247.6K—2026-10-13
Purus Wealth Management, LLC
NEW5,275—+5,275——$249.7K—2026-10-15
Gradient Capital Advisors, LLC
NEW5,258—+5,258——$248.9K—2026-10-21
MPS Loria Financial Planners, LLC
NEW5,241—+5,241——$248.1K—2026-10-14
DMC Group, LLC
DECREASED5,2327,916-2,684-34%$263.5K$247.7K-$15.8K2026-10-26
Retirement Planning Co of New England, Inc.
NEW5,227—+5,227——$247.4K—2026-10-15
Chapin Davis, Inc.
NEW5,223—+5,223——$247.3K—2026-10-09
Cyndeo Wealth Partners, LLC
NEW5,222—+5,222——$247.2K—2026-10-16
Spinnaker Investment Group, LLC
NEW5,210—+5,210——$246.6K—2026-10-13
Box Hill Private Wealth LLC
NEW5,157—+5,157——$244.1K—2026-10-05
Palatine Hill Wealth Management, LLC
DECREASED5,1576,874-1,717-25%$228.8K$244.1K+$15.3K2026-11-03
Anchyra Partners LLC
NEW5,155—+5,155——$244.0K—2026-10-13
Founders Financial Securities LLC
NEW5,154—+5,154——$244.0K—2026-10-28
Sageworth Trust Co of South Dakota
NEW5,141—+5,141——$243.4K—2026-10-30
Endeavor Private Wealth, Inc.
NEW5,141—+5,141——$243.4K—2026-11-05
Olio Financial Planning
NEW5,140—+5,140——$243.3K—2026-10-22
Plante Moran Financial Advisors, LLC
DECREASED5,1286,408-1,280-20%$213.3K$242.8K+$29.4K2026-11-04
Shelter Rock Management, LLC
NEW5,115—+5,115——$251.2K—2026-10-09
Gerald Baker Financial Group LLC
NEW5,103—+5,103——$241.6K—2026-10-09
Briaud Financial Planning Inc
NEW5,088—+5,088——$240.9K—2026-10-20
Northcape Wealth Management, LLC
NEW5,064—+5,064——$239.7K—2026-11-04
GenWealth Group, Inc.
NEW5,012—+5,012——$237.3K—2026-10-16
Stonebridge Financial Group, LLC
NEW5,009—+5,009——$237.1K—2026-10-01
Provident Wealth Management, LLC
NEW5,000—+5,000——$236.7K—2026-10-20
Petros Family Wealth, LLC
NEW4,988—+4,988——$236.1K—2026-10-28
Root Financial Partners, LLC
DECREASED4,9726,639-1,667-25%$221.0K$235.4K+$14.4K2026-10-21
Stone House Investment Management, LLC
INCREASED4,9713,101+1,870+60%$103.2K$235.3K+$132.1K2026-10-23
Norris Perne & French LLP
NEW4,948—+4,948——$234.2K—2026-10-23
IFC & Insurance Marketing, Inc.
NEW4,947—+4,947——$234.2K—2026-10-16
Donor Advised Charitable Giving, Inc.
NEW4,940—+4,940——$233.9K—2026-10-28
Planning Strategies Inc.
UNCHANGED4,9034,90300%$163.2K$232.1K+$68.9K2026-10-02
SevenBridge Financial Group, LLC
NEW4,898—+4,898——$228.8K—2026-10-26
Simplex Trading, LLC
DECREASED4,859203,178-198,319-98%$6.8M$230.0K-$6.5M2026-11-04
Nautilus Advisors LLC
NEW4,854—+4,854——$229.8K—2026-10-07
Glass Jacobson Investment Advisors llc
INCREASED4,8543,868+986+25%$128.8K$229.8K+$101.0K2026-10-26
Summa Corp.
NEW4,853—+4,853——$229.7K—2026-10-30
Chesley Taft & Associates LLC
NEW4,850—+4,850——$229.6K—2026-10-13
Vima LLC
INCREASED4,8394,836+3+0%$161.0K$229.1K+$68.1K2026-10-23
CMG Global Holdings, LLC
DECREASED4,7967,599-2,803-37%$253.0K$227.0K-$25.9K2026-10-14
Gaddis Premier Wealth Advisors LLC
NEW4,776—+4,776——$226.1K—2026-10-29
Mid-American Wealth Advisory Group, Inc.
NEW4,755—+4,755——$225.1K—2026-10-21
Tamar Securities, LLC
DECREASED4,75317,657-12,904-73%$587.8K$225.0K-$362.8K2026-11-03
Fishman JAY A LTD
NEW4,735—+4,735——$224.2K—2026-10-26
SeedSafe Financial LLC
NEW4,700—+4,700——$222.5K—2026-11-02
Kestra Investment Management, LLC
NEW4,687—+4,687——$221.9K—2026-11-04
Horizon Wealth Management, LLC
NEW4,687—+4,687——$221.9K—2026-11-02
West Wealth Group, LLC
NEW4,655—+4,655——$220.4K—2026-10-14
Diligent Investors, LLC
NEW4,649—+4,649——$220.1K—2026-10-21
Durante & Waters, LLC
NEW4,635—+4,635——$219.4K—2026-10-28
James J. Burns & Company, LLC
NEW4,634—+4,634——$219.4K—2026-10-22
Tucker Asset Management LLC
NEW4,626—+4,626——$219.0K—2026-10-29
Meixler Investment Management, Ltd.
NEW4,607—+4,607——$218.1K—2026-11-03
Helium Advisors LLC
NEW4,602—+4,602——$217.9K—2026-10-23
Banque Pictet & CIE SA
NEW4,600—+4,600——$217.8K—2026-10-16
Moneco Advisors, LLC
NEW4,572—+4,572——$216.4K—2026-11-05
4Wealth Advisors, Inc.
DECREASED4,55111,827-7,276-62%$404.2K$215.4K-$188.8K2026-10-13
Woodmont Investment Counsel LLC
NEW4,550—+4,550——$215.4K—2026-10-29
William Howard & Co Financial Advisors Inc
NEW4,536—+4,536——$214.7K—2026-11-04
Opal Wealth Advisors, LLC
NEW4,535—+4,535——$214.7K—2026-10-16
MN Wealth Advisors, LLC
DECREASED4,5316,058-1,527-25%$201.7K$214.5K+$12.8K2026-10-23
Plan Group Financial, LLC
NEW4,526—+4,526——$211.4K—2026-10-22
Brighton Securities Corp.
NEW4,520—+4,520——$214.0K—2026-10-08
SFI Advisors, LLC
NEW4,507—+4,507——$213.4K—2026-10-30
Cordatus Wealth Management LLC
NEW4,500—+4,500——$213.0K—2026-10-19
Vista Investment Partners LLC
DECREASED4,49410,184-5,690-56%$339.0K$212.7K-$126.3K2026-10-08
Westover Capital Advisors, LLC
NEW4,464—+4,464——$211.3K—2026-10-26
Cornerstone Management, Inc.
NEW4,434—+4,434——$209.9K—2026-10-16
Elevatus Welath Management
NEW4,433—+4,433——$209.9K—2026-10-19
Whelan Financial
NEW4,407—+4,407——$208.6K—2026-10-28
Redwood Family Wealth LLC
NEW4,401—+4,401——$208.3K—2026-10-20
Tsfg, LLC
DECREASED4,39841,487-37,089-89%$1.4M$208-$1.4M2026-10-23
Ridgecrest Wealth Partners, LLC
NEW4,390—+4,390——$207.8K—2026-10-19
Marietta Wealth Management, LLC
NEW4,382—+4,382——$202.6K—2026-10-22
B.O.S.S. Retirement Advisors, LLC
NEW4,374—+4,374——$207.1K—2026-10-26
Saxony Capital Management, LLC
NEW4,370—+4,370——$206.9K—2026-10-15
Advisor OS, LLC
NEW4,355—+4,355——$206.2K—2026-11-03
North Star Investment Management Corp.
DECREASED4,3545,455-1,101-20%$181.6K$206.1K+$24.5K2026-10-27
New Harbor Financial Group, LLC
NEW4,352—+4,352——$206.0K—2026-10-22
Rosenberg Matthew Hamilton
INCREASED4,346172+4,174+2427%$5.7K$205.7K+$200.0K2026-10-05
J. Derek Lewis & Associates Inc.
DECREASED4,3446,521-2,177-33%$217.1K$205.6K-$11.4K2026-11-03
6th Street Advisors, LLC
NEW4,331—+4,331——$205.0K—2026-10-14
Childress Capital Advisors, LLC
NEW4,322—+4,322——$204.6K—2026-10-28
Madrid Wealth Management, LLC
NEW4,299—+4,299——$203.5K—2026-10-23
Cutler Investment Counsel LLC
NEW4,294—+4,294——$203.3K—2026-10-28
Princeton Global Asset Management LLC
DECREASED4,2884,388-100-2%$146.1K$203.0K+$56.9K2026-10-21
Nemes Rush Group LLC
INCREASED4,2844,111+173+4%$136.9K$202.8K+$66.0K2026-11-04
Parcion Private Wealth LLC
NEW4,257—+4,257——$201.5K—2026-10-28
Armstrong Advisory Group, Inc
UNCHANGED4,2274,22700%$140.7K$200.1K+$59.4K2026-10-09
Meriwether Wealth & Planning, LLC
NEW4,088—+4,088——$193.5K—2026-10-13
DT Investment Partners, LLC
DECREASED4,0375,185-1,148-22%$172.6K$191.1K+$18.5K2026-10-27
IMG Wealth Management, Inc.
UNCHANGED3,8263,82600%$127.4K$181.1K+$53.8K2026-10-27
Nvwm, LLC
INCREASED3,767977+2,790+286%$32.5K$178.3K+$145.8K2026-10-14
Main Street Group, LTD
DECREASED3,7474,793-1,046-22%$159.6K$177.4K+$17.8K2026-10-28
James T. Borello RIA
UNCHANGED3,7463,74600%$124.7K$177.3K+$52.6K2026-10-16
Valley National Advisers Inc
INCREASED3,7423,542+200+6%$117.9K$177.1K+$59.2K2026-10-23
DecisionPoint Financial, LLC
UNCHANGED3,7053,70500%$126.0K$177.7K+$51.7K2026-10-27
Trust Co of Vermont
DECREASED3,6953,945-250-6%$131.3K$174.9K+$43.6K2026-10-21
Bfsg, LLC
INCREASED3,6503,610+40+1%$120.2K$172.8K+$52.6K2026-10-30
Quadrant Capital Group LLC
INCREASED3,5033,119+384+12%$103.8K$165.1K+$61.3K2026-10-20
Mechanics Financial Corp
UNCHANGED3,5003,50000%$116.5K$165.7K+$49.2K2026-11-05
Salomon & Ludwin, LLC
DECREASED3,3283,342-140%$113.6K$157.5K+$43.9K2026-10-29
Avion Wealth
UNCHANGED3,2853,28500%$109.0K$155.0K+$46.0K2026-11-04
Reap Financial Group, LLC
DECREASED3,2573,266-90%$108.7K$154.2K+$45.5K2026-11-02
Winthrop Capital Management, LLC
UNCHANGED3,2113,21100%$107.0K$152.0K+$45.0K2026-11-05
Bank Julius Baer & Co. Ltd, Zurich
INCREASED3,2001,690+1,510+89%$56.3K$151.5K+$95.2K2026-10-29
Parkside Financial Bank & Trust
UNCHANGED3,1963,19600%$106.4K$151.3K+$44.9K2026-10-27
Richardson Capital Management LLC
INCREASED3,0963,014+82+3%$100.3K$146.6K+$46.2K2026-10-23
Mosley Wealth Management
DECREASED3,0394,969-1,930-39%$165.4K$141.6K-$23.8K2026-10-16
Indiana Trust & Investment Management Co
UNCHANGED2,9552,95500%$98.4K$139.9K+$41.5K2026-10-22
Latitude Advisors, LLC
NEW2,912—+2,912——$137.8K—2026-10-27
Kelleher Financial Advisors
DECREASED2,9005,926-3,026-51%$197.3K$137.3K-$60.0K2026-10-30
Entrust Financial LLC
INCREASED2,8952,853+42+1%$95.0K$137.1K+$42.1K2026-11-04
Lanark Financial, Inc.
DECREASED2,8893,089-200-6%$102.8K$136.8K+$33.9K2026-10-26
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED2,844193+2,651+1374%$6$135+$1292026-10-14
Team Financial Group, LLC
NEW2,804—+2,804——$132.7K—2026-10-30
Cedar Mountain Advisors, LLC
UNCHANGED2,7812,78100%$92.6K$131.7K+$39.1K2026-10-15
Three Bridge Wealth Advisors, LLC
NEW2,780—+2,780——$131.6K—2026-11-05
Horrell Capital Management, Inc.
INCREASED2,7792,257+522+23%$75.1K$132.5K+$57.4K2026-10-08
Quaker Wealth Management, LLC
DECREASED2,72411,606-8,882-77%$386.4K$129.0K-$257.4K2026-10-22
Gold Investment Management Ltd.
UNCHANGED2,7232,72300%$90.6K$128.9K+$38.3K2026-10-19
West Paces Advisors Inc.
INCREASED2,6762,539+137+5%$84.5K$126.7K+$42.2K2026-10-13
Covestor Ltd
INCREASED2,6701,267+1,403+111%$42.0K$126-$41.9K2026-10-30
Hoey Investments, Inc
UNCHANGED2,5892,58900%$86.2K$122.6K+$36.4K2026-10-29
Caldwell Trust Co
UNCHANGED2,5092,50900%$83.5K$118.8K+$35.3K2026-10-30
Jnba Financial Advisors
UNCHANGED2,5022,50200%$83.3K$118.4K+$35.2K2026-11-03
Gen-Wealth Partners Inc
UNCHANGED2,4232,42300%$80.7K$114.7K+$34.0K2026-11-04
IFS Advisors, LLC
INCREASED2,3021,385+917+66%$46.1K$109.0K+$62.9K2026-10-14
Harbor Capital Advisors, Inc.
NEW2,210—+2,210——$105—2026-10-22
Triumph Capital Management
UNCHANGED2,1742,17400%$72.4K$102.9K+$30.5K2026-10-14
Axiom Investment Management LLC
UNCHANGED2,1352,13500%$71.1K$101.1K+$30.0K2026-11-03
CoreCap Advisors, LLC
INCREASED2,1041,968+136+7%$65.5K$99.6K+$34.1K2026-10-08
Financial Consulate, Inc
DECREASED2,0703,370-1,300-39%$112.2K$98.0K-$14.2K2026-10-23
Birch Financial Group, LLC
NEW2,042—+2,042——$96.7K—2026-10-27
Atwood & Palmer Inc
UNCHANGED2,0302,03000%$67.6K$96.1K+$28.5K2026-10-08
Downshift Financial, LLC
UNCHANGED2,0302,03000%$67.6K$96.1K+$28.5K2026-10-13
Tounjian Advisory Partners, LLC
UNCHANGED2,0202,02000%$67.2K$95.6K+$28.4K2026-11-04
Markowski Investments
DECREASED1,9932,158-165-8%$71.8K$94.3K+$22.5K2026-10-30
StrongBox Wealth, LLC
DECREASED1,8961,957-61-3%$65.1K$89.8K+$24.6K2026-11-02
Laurel Wealth Advisors LLC
NEW1,820—+1,820——$86.2K—2026-10-27
Beacon Investment Advisory Services, Inc.
DECREASED1,8073,374-1,567-46%$112.3K$85.5K-$26.8K2026-10-13
Wilkerson Advisory Group LLC
DECREASED1,7792,321-542-23%$77.3K$84.2K+$6.9K2026-10-20
JFS Wealth Advisors, LLC
DECREASED1,7382,865-1,127-39%$95.4K$82.3K-$13.1K2026-11-03
Independence Bank of Kentucky
DECREASED1,7361,836-100-5%$61.1K$82.2K+$21.1K2026-10-26
Grove Bank & Trust
UNCHANGED1,6351,63500%$54.4K$77.4K+$23.0K2026-10-08
Essential Investment Partners LLC
UNCHANGED1,5861,58600%$52.8K$75.1K+$22.3K2026-10-27
Spurstone Advisory Services, LLC
UNCHANGED1,5851,58500%$53.9K$76.0K+$22.1K2026-11-02
Next Level Wealth Planning, LLC
NEW1,582—+1,582——$74.9K—2026-10-29
Fairman Group, LLC
UNCHANGED1,5711,57100%$52.3K$74.4K+$22.1K2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED1,5541,55400%$51.7K$73.6K+$21.8K2026-10-16
United Financial Planning Group LLC
INCREASED1,524927+597+64%$30.9K$73.9K+$43.0K2026-11-04
Financial Perspectives, Inc
UNCHANGED1,4731,47300%$49.0K$69.7K+$20.7K2026-11-03
Elyxium Wealth, LLC
NEW1,447—+1,447——$68.5K—2026-10-27
Burkett Financial Services, LLC
INCREASED1,4281,321+107+8%$44.0K$67.6K+$23.6K2026-10-01
Reyes Financial Architecture, Inc.
NEW1,423—+1,423——$67.4K—2026-10-22
Cornerstone National Bank & Trust Co
UNCHANGED1,3551,35500%$46.1K$65.0K+$18.9K2026-10-20
McCarley & Cook Financial Planners
UNCHANGED1,3151,31500%$43.8K$62.3K+$18.5K2026-10-21
Center for Financial Planning, Inc.
UNCHANGED1,3001,30000%$43.3K$61.5K+$18.3K2026-10-26
MTM Investment Management, LLC
INCREASED1,256411+845+206%$13.7K$59.5K+$45.8K2026-10-30
LFA - Lugano Financial Advisors SA
UNCHANGED1,1931,19300%$39.7K$56.5K+$16.8K2026-11-03
New England Capital Financial Advisors LLC
DECREASED1,1791,265-86-7%$42.1K$55.8K+$13.7K2026-11-03
Carota Wealth Management
NEW1,156—+1,156——$54.7K—2026-11-03
GoalVest Advisory LLC
UNCHANGED1,1461,14600%$38.2K$54.3K+$16.1K2026-10-02
Elevation Wealth Partners, LLC
UNCHANGED1,1391,13900%$37.9K$53.9K+$16.0K2026-10-07
City Holding Co
UNCHANGED1,1151,11500%$37.1K$52.8K+$15.7K2026-10-19
Jacobi Capital Management LLC
NEW1,109—+1,109——$52.5K—2026-11-05
Bangor Savings Bank
DECREASED1,1031,203-100-8%$40.0K$52.2K+$12.2K2026-10-06
Bay Harbor Wealth Management, LLC
NEW1,083—+1,083——$51.3K—2026-11-03
Pathway Financial Advisers, LLC
NEW1,063—+1,063——$50.3K—2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED1,0531,05300%$35.1K$49.8K+$14.8K2026-10-30
Kozak & Associates, Inc.
UNCHANGED1,0481,04800%$35.6K$48.4K+$12.7K2026-10-29
Ashurst Perkins Coie Trust Co
UNCHANGED1,0451,04500%$34.8K$49.5K+$14.7K2026-10-15
Acumen Wealth Advisors, LLC
INCREASED1,034477+557+117%$15.9K$49.0K+$33.1K2026-11-05
MassMutual Private Wealth & Trust, FSB
INCREASED1,000472+528+112%$15.7K$47.3K+$31.6K2026-10-05
Quintet Private Bank (Europe) S.A.
UNCHANGED1,0001,00000%$33.3K$47.3K+$14.1K2026-10-08
Steph & Co
UNCHANGED97597500%$32.5K$46.2K+$13.7K2026-10-07
Evermay Wealth Management LLC
UNCHANGED95095000%$31.6K$45.0K+$13.3K2026-11-05
DiNuzzo Private Wealth, Inc.
UNCHANGED94494400%$31.4K$44.7K+$13.3K2026-10-16
Vision Financial Markets LLC
DECREASED8893,289-2,400-73%$110.1K$42.7K-$67.4K2026-10-22
GHP Investment Advisors, Inc.
DECREASED839895-56-6%$29.8K$39.7K+$9.9K2026-10-15
Blueline Advisors LLC
INCREASED819188+631+336%$6.3K$38.8K+$32.5K2026-10-15
Madden Securities Corp
NEW800—+800——$37.9K—2026-10-27
Hilton Head Capital Partners, LLC
INCREASED794132+662+502%$4.4K$37.6K+$33.2K2026-10-23
Harbor Asset Planning, Inc.
UNCHANGED78878800%$26.2K$37.3K+$11.1K2026-10-23
Horizons Wealth Management
NEW776—+776——$36.7K—2026-10-05
Wolff Wiese Magana LLC
UNCHANGED76476400%$25.4K$36.2K+$10.7K2026-10-15
Mather Group, Llc.
UNCHANGED72372300%$24.1K$34.2K+$10.2K2026-10-14
William Mack & Associates, Inc.
NEW705—+705——$33.4K—2026-10-27
Coastline Trust Co
DECREASED7012,546-1,845-72%$84.8K$33.2K-$51.6K2026-10-01
Lloyd Advisory Services, Llc.
DECREASED6953,056-2,361-77%$101.7K$32.9K-$68.8K2026-11-02
Bokf, NA
DECREASED6952,275-1,580-69%$75.7K$32.9K-$42.8K2026-10-27
Highline Wealth Partners LLC
INCREASED69494+600+638%$3.1K$32.9K+$29.7K2026-10-19
Birchwood Financial Partners, Inc.
UNCHANGED66666600%$22.2K$31.5K+$9.4K2026-11-02
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED65465400%$21.8K$31.0K+$9.2K2026-10-28
Gilpin Wealth Management, LLC
DECREASED622722-100-14%$24.0K$29.4K+$5.4K2026-10-09
Evolution Wealth Management Inc.
DECREASED620666-46-7%$22.2K$29.4K+$7.2K2026-10-28
Pinnacle Wealth Planning Services, Inc.
UNCHANGED60360300%$20.1K$28.5K+$8.5K2026-10-27
Birch Capital Management, LLC
NEW591—+591——$28.0K—2026-10-27
Fairscale Capital, LLC
UNCHANGED59059000%$19.6K$25.6K+$5.9K2026-11-04
PFS Partners, LLC
UNCHANGED56556500%$18.8K$26.7K+$7.9K2026-10-21
Strengthening Families & Communities, LLC
UNCHANGED55555500%$18.5K$26.3K+$7.8K2026-10-21
Westside Investment Management, Inc.
INCREASED535435+100+23%$14.5K$25.3K+$10.8K2026-11-02
American Capital Advisory, LLC
DECREASED531533-20%$17.7K$25.1K+$7.4K2026-10-28
Global Trust Asset Management, LLC
UNCHANGED53053000%$17.6K$25.1K+$7.4K2026-10-19
GGM Financial LLC
NEW529—+529——$25.0K—2026-11-05
Hickory Point Bank & Trust
UNCHANGED52552500%$17.5K$24.9K+$7.4K2026-10-01
Sfam, LLC
UNCHANGED51651600%$17.2K$24.4K+$7.2K2026-11-03
West Branch Capital LLC
UNCHANGED47947900%$15.9K$22.7K+$6.7K2026-10-20
1620 Investment Advisors, Inc.
UNCHANGED47547500%$15.8K$22.5K+$6.7K2026-11-04
Central Trust Co
INCREASED449409+40+10%$13.6K$21.3K+$7.6K2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED44744700%$14.9K$21.2K+$6.3K2026-10-28
Livelsberger Financial Advisory
NEW425—+425——$20.1K—2026-10-28
Brown, Lisle Ings, Inc.
UNCHANGED41941900%$13.9K$19.8K+$5.9K2026-10-16
UMB Private Wealth Management, LLC
NEW409—+409——$19.4K—2026-10-19
Abound Wealth Management
INCREASED408257+151+59%$8.6K$19.3K+$10.7K2026-10-26
First Pacific Financial
UNCHANGED40740700%$13.6K$19.3K+$5.7K2026-10-14
Bare Financial Services, Inc
UNCHANGED40440400%$13.4K$19.1K+$5.7K2026-11-04
High Point Wealth Management, LLC
UNCHANGED39539500%$13.2K$18.7K+$5.5K2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED38938900%$13.0K$18.4K+$5.5K2026-10-23
Rydar Equities, Inc.
NEW382—+382——$18.0K—2026-10-13
TFC Financial Management, Inc.
UNCHANGED38038000%$12.7K$18.0K+$5.3K2026-10-26
Moisand Fitzgerald Tamayo, LLC
DECREASED363371-8-2%$12.4K$17.2K+$4.8K2026-10-15
First Community Trust NA
UNCHANGED35235200%$11.7K$16.7K+$4.9K2026-10-07
Midwest Capital Advisors, LLC
UNCHANGED33333300%$11.1K$15.8K+$4.7K2026-11-04
Sofi Wealth, LLC
DECREASED30964,074-63,765-100%$2.1M$14.6K-$2.1M2026-10-27
Wealth Enhancement Trust Services, Inc.
NEW306—+306——$14.5K—2026-10-07
Intesa Sanpaolo Wealth Management
UNCHANGED30030000%$10.0K$14.2K+$4.2K2026-10-28
Hughes Financial Services, LLC
INCREASED288238+50+21%$7.9K$13.2K+$5.2K2026-10-30
Putney Financial Group LLC
NEW285—+285——$13.5K—2026-10-30
Key FInancial Inc
UNCHANGED28028000%$9.3K$13.3K+$3.9K2026-11-02
Bank of New Hampshire
DECREASED2751,182-907-77%$39.3K$13.0K-$26.3K2026-10-06
Bulwark Capital Corp
UNCHANGED26726700%$8.9K$12.6K+$3.8K2026-10-13
Farmers & Merchants Investments Inc
UNCHANGED26126100%$8.7K$12.4K+$3.7K2026-10-22
Breakwater Investment Management
UNCHANGED25325300%$8.4K$12.0K+$3.6K2026-10-20
First Bancorp, Inc
NEW250—+250——$11.8K—2026-10-26
Morton Brown Family Wealth, LLC
INCREASED241200+41+21%$6.7K$11.4K+$4.8K2026-10-23
Phillip James Consulting Co.
NEW233—+233——$11.0K—2026-11-03
Essential Partners LLC
DECREASED223271-48-18%$9.0K$10.6K+$1.5K2026-10-14
Kingdom Financial Group Llc.
DECREASED2121,827-1,615-88%$60.8K$10.0K-$50.8K2026-11-04
Hartford Financial Management Inc.
UNCHANGED20020000%$6.7K$9.5K+$2.8K2026-10-21
Aventus Investment Advisors, Inc.
UNCHANGED18818800%$6.3K$8.9K+$2.6K2026-10-09
Davis Capital Management
UNCHANGED18218200%$6.1K$8.6K+$2.6K2026-10-08
Alta Capital Management LLC/
NEW177—+177——$8.4K—2026-10-26
American National Bank & Trust
DECREASED163576-413-72%$19.2K$7.7K-$11.5K2026-10-07
Friedenthal Financial
UNCHANGED16216200%$5.4K$7.7K+$2.3K2026-10-27
Investment Research & Advisory Group, Inc.
UNCHANGED16116100%$5.4K$7.6K+$2.3K2026-10-19
First Horizon Corp
DECREASED1503,150-3,000-95%$104.9K$7.1K-$97.8K2026-10-26
Tradewinds Capital Management, LLC
UNCHANGED13813800%$4.6K$6.5K+$1.9K2026-10-23
SBK Financial, Inc.
INCREASED135125+10+8%$4.2K$6.4K+$2.2K2026-11-02
Ares Financial Consulting, LLC
UNCHANGED11911900%$4.0K$5.6K+$1.7K2026-10-19
Pension & Wealth Management Advisors, Inc.
DECREASED104348-244-70%$11.6K$4.9K-$6.7K2026-10-16
Milestone Investment Advisors LLC
UNCHANGED10310300%$3.4K$4.9K+$1.4K2026-11-05
Lodestone Wealth Management LLC
UNCHANGED10110100%$3.4K$4.8K+$1.4K2026-10-14
Barrett & Company, Inc.
UNCHANGED10010000%$3.3K$4.7K+$1.4K2026-10-22
Redwood Park Advisors LLC
INCREASED9590+5+6%$3.0K$4.5K+$1.5K2026-11-02
Bear Mountain Capital, Inc.
UNCHANGED848400%$3.1K$3.9K+$8042026-11-04
Smallwood Wealth Investment Management, LLC
DECREASED753,410-3,335-98%$113.5K$3.6K-$110.0K2026-10-30
MV Capital Management, Inc.
UNCHANGED717100%$2.4K$3.4K+$9962026-10-29
NBH Bank
DECREASED63163-100-61%$5.4K$3.0K-$2.4K2026-11-05
Quest 10 Wealth Builders, Inc.
DECREASED57197-140-71%$6.6K$2.7K-$3.9K2026-11-02
Flagship Wealth Advisors, LLC
UNCHANGED505000%$1.7K$2.4K+$7032026-11-03
First Premier Bank
UNCHANGED505000%$2$2$02026-10-13
Concord Wealth Partners
UNCHANGED454500%$1.5K$2.1K+$6302026-11-02
Sima Wealth Partners, LLC
INCREASED4441+3+7%$1.4K$2.1K+$7182026-10-19
Private Trust Co NA
DECREASED38125-87-70%$4.2K$1.8K-$2.4K2026-10-20
First Command Advisory Services, Inc.
NEW31—+31——$1.5K—2026-11-05
Trust Co of Toledo NA
UNCHANGED292900%$965$1.4K+$4082026-10-16
Robbins Farley
UNCHANGED232300%$766$1.1K+$3232026-10-21
Buck Wealth Strategies, LLC
DECREASED20157-137-87%$5.2K$947-$4.3K2026-10-28
Creative Financial Designs Inc
UNCHANGED202000%$666$947+$2812026-11-04
Toth Financial Advisory Corp
INCREASED1913+6+46%$433$900+$4672026-10-08
Trifecta Capital Advisors, LLC
UNCHANGED191900%$633$900+$2672026-10-21
Duncker Streett & Co Inc
UNCHANGED151500%$499$710+$2112026-10-27
Financially Speaking Inc
UNCHANGED111100%$423$521+$982026-11-05
Costello Asset Management, Inc
UNCHANGED101000%$333$473+$1402026-10-30
Bullock Wealth Management Group
UNCHANGED4400%$136$192+$562026-10-09
Wesbanco Bank Inc
CLOSED0120,868-120,868-100%$4.0M$0-$4.0M2026-11-04
Vestor Capital, LLC
CLOSED087,894-87,894-100%$12.3K$0-$12.3K2026-11-04
Security National Bank
CLOSED074,276-74,276-100%$2.5M$0-$2.5M2026-10-26
Bullish
CLOSED040,000-40,000-100%$1.3M$0-$1.3M2026-10-27
Silverleafe Capital Partners, LLC
CLOSED037,184-37,184-100%$1.2M$0-$1.2M2026-10-02
Sagace Wealth Management LLC
CLOSED035,592-35,592-100%$1.2M$0-$1.2M2026-10-28
Town Capital LLC
CLOSED029,477-29,477-100%$981.3K$0-$981.3K2026-11-03
Go Invest LLC
CLOSED028,707-28,707-100%$955.6K$0-$955.6K2026-10-09
Pacific Excel Wealth Advisors, Inc.
CLOSED026,359-26,359-100%$877.5K$0-$877.5K2026-10-27
Jefferies Financial Group Inc.
CLOSED026,196-26,196-100%$872.1K$0-$872.1K2026-11-05
Howard Capital Management Group, LLC
CLOSED025,515-25,515-100%$849.4K$0-$849.4K2026-10-16
Discipline Wealth Solutions, LLC
CLOSED025,387-25,387-100%$845.1K$0-$845.1K2026-10-14
Capital CS Group, LLC
CLOSED020,076-20,076-100%$668.3K$0-$668.3K2026-10-29
Soltis Investment Advisors LLC
CLOSED019,613-19,613-100%$652.9K$0-$652.9K2026-10-28
Sacks & Associates, LLC
CLOSED019,073-19,073-100%$679.8K$0-$679.8K2026-10-09
Sumitomo Mitsui Trust Group, Inc.
CLOSED017,297-17,297-100%$575.8K$0-$575.8K2026-10-29
Sloy Dahl & Holst, LLC
CLOSED016,368-16,368-100%$544.9K$0-$544.9K2026-10-14
Kingsbury Capital Investment Advisors LLC
CLOSED016,197-16,197-100%$539.2K$0-$539.2K2026-10-20
NewCorp Financial Services, Inc.
CLOSED015,336-15,336-100%$510.5K$0-$510.5K2026-10-14
Southern Capital Services Inc
CLOSED013,874-13,874-100%$461.9K$0-$461.9K2026-10-19
Langley Wealth Management, LLC
CLOSED013,145-13,145-100%$437.6K$0-$437.6K2026-11-04
Redhawk Wealth Advisors, Inc.
CLOSED012,638-12,638-100%$420.7K$0-$420.7K2026-10-14
Beacon Capital Management, LLC
CLOSED012,267-12,267-100%$408.4K$0-$408.4K2026-10-23
Cannon Global Investment Management, LLC
CLOSED011,700-11,700-100%$389.5K$0-$389.5K2026-10-20
Arwa LLC
CLOSED011,370-11,370-100%$413.8K$0-$413.8K2026-10-21
Foronjy Financial LLC
CLOSED011,188-11,188-100%$372.5K$0-$372.5K2026-10-14
Birch Hill Investment Advisors LLC
CLOSED011,000-11,000-100%$366.2K$0-$366.2K2026-10-16
Colony Family Offices, LLC
CLOSED010,545-10,545-100%$351.0K$0-$351.0K2026-10-22
Acropolis Investment Management, LLC
CLOSED08,829-8,829-100%$293.9K$0-$293.9K2026-10-08
Sagespring Wealth Partners, LLC
CLOSED08,612-8,612-100%$286.7K$0-$286.7K2026-10-22
Integrated Wealth Management
CLOSED06,785-6,785-100%$225.9K$0-$225.9K2026-10-19
Clifford Swan Investment Counsel LLC
CLOSED06,556-6,556-100%$218.2K$0-$218.2K2026-11-05
AUA Capital Management, LLC
CLOSED06,556-6,556-100%$218.2K$0-$218.2K2026-10-15
Obsidian CIO, LLC
CLOSED05,682-5,682-100%$189.2K$0-$189.2K2026-11-05
Gill Capital Partners, LLC
CLOSED03,566-3,566-100%$118.7K$0-$118.7K2026-10-13
One River Asset Management, LLC
CLOSED03,262-3,262-100%$108.6K$0-$108.6K2026-10-21
AM Investment Strategies LLC
CLOSED03,012-3,012-100%$100$0-$1002026-11-05
Key Capital Management, Inc
CLOSED02,841-2,841-100%$94.6K$0-$94.6K2026-11-03
Elevated Capital Advisors, LLC
CLOSED02,275-2,275-100%$75.7K$0-$75.7K2026-11-04
Vermillion Wealth Management, Inc.
CLOSED01,928-1,928-100%$64.2K$0-$64.2K2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED01,718-1,718-100%$57.2K$0-$57.2K2026-10-29
Islay Capital Management, LLC
CLOSED01,470-1,470-100%$48.9K$0-$48.9K2026-10-20
Commonwealth Retirement Investments LLC
CLOSED01,056-1,056-100%$35.2K$0-$35.2K2026-10-26
Centerpoint Advisors, LLC
CLOSED01,016-1,016-100%$34.0K$0-$34.0K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0801-801-100%$26.7K$0-$26.7K2026-10-14
Founders Capital Management
CLOSED0469-469-100%$15.6K$0-$15.6K2026-10-13
LifeSteps Financial, Inc.
CLOSED0426-426-100%$14.2K$0-$14.2K2026-10-15
MCF Advisors LLC
CLOSED0369-369-100%$12.3K$0-$12.3K2026-10-28
Albion Financial Group
CLOSED0285-285-100%$9.5K$0-$9.5K2026-10-21
Union Savings Bank
CLOSED0240-240-100%$8.0K$0-$8.0K2026-10-14
Manchester Capital Management LLC
CLOSED0175-175-100%$5.8K$0-$5.8K2026-10-22
Networth Advisors, LLC
CLOSED0149-149-100%$5.0K$0-$5.0K2026-11-03
Raleigh Capital Management Inc.
CLOSED0140-140-100%$4.7K$0-$4.7K2026-10-28
Yankcom Partnership
CLOSED0137-137-100%$4.6K$0-$4.6K2026-10-15
Montgomery Financial Services LLC
CLOSED0110-110-100%$3.7K$0-$3.7K2026-11-03
Shengqi Capital (Hong Kong) Ltd
CLOSED0100-100-100%$3.3K$0-$3.3K2026-11-05
Alpine Bank Wealth Management
CLOSED064-64-100%$2.1K$0-$2.1K2026-10-16
Creative Capital Management Investments LLC
CLOSED030-30-100%$999$0-$9992026-10-28
Murphy & Mullick Capital Management Corp
CLOSED020-20-100%$666$0-$6662026-11-02
Robinswood Financial LLC
CLOSED015-15-100%$499$0-$4992026-10-20
Jane Street Group, LLC
N/A—24,878,191-24,878,191-100%$828.2M———
Wells Fargo & Company
N/A—24,396,222-24,396,222-100%$812.2M———
Goldman Sachs Group Inc
N/A—17,232,201-17,232,201-100%$573.7M———
Morgan Stanley
N/A—16,480,435-16,480,435-100%$548.6M———
BlackRock, Inc.
N/A—15,034,046-15,034,046-100%$500.5M———
Mubadala Investment Co Pjsc
N/A—14,721,917-14,721,917-100%$490.1M———
Avenir Tech Ltd
N/A—13,289,697-13,289,697-100%$442.4M———
JPMorgan Chase & Co
N/A—10,407,635-10,407,635-100%$355.7M———
Galaxy Digital Inc.
N/A—9,706,526-9,706,526-100%$323.1M———
Millennium Management LLC
N/A—9,686,854-9,686,854-100%$322.5M———
Abu Dhabi Investment Council Co P.j.s.c
N/A—8,218,712-8,218,712-100%$273.6M———
Brevan Howard Capital Management LP
N/A—7,205,004-7,205,004-100%$239.9M———
Walleye Capital LLC
N/A—6,428,551-6,428,551-100%$214.0M———
Marex Group Ltd
N/A—5,145,734-5,145,734-100%$171.3M———
Laurore Ltd
N/A—4,846,279-4,846,279-100%$161.3M———
Bank of Montreal
N/A—4,608,356-4,608,356-100%$153.4M———
Hrtg GPE, LLC
N/A—3,250,731-3,250,731-100%$108.2M———
LPL Financial LLC
N/A—3,239,236-3,239,236-100%$107.8M———
Harvard Management Co Inc
N/A—3,044,612-3,044,612-100%$101.4M———
Schonfeld Strategic Advisors LLC
N/A—2,972,084-2,972,084-100%$98.9M———
DRW Securities, LLC
N/A—2,833,903-2,833,903-100%$94.3M———
Barclays PLC
N/A—2,658,147-2,658,147-100%$88.5M———
Susquehanna International Group, LLP
N/A—2,312,996-2,312,996-100%$77.0M———
Pine Ridge Advisers LLC
N/A—2,243,827-2,243,827-100%$74.7M———
Blue Sparrow, LLC
N/A—2,222,000-2,222,000-100%$74.0M———
Consolidated Portfolio Review Corp
N/A—2,142,185-2,142,185-100%$71.3M———
Walleye Trading LLC
N/A—2,113,993-2,113,993-100%$70.4M———
Texas Capital Bank Wealth Management Services Inc
N/A—2,021,610-2,021,610-100%$67.3M———
Pinpoint Asset Management (Singapore) Pte. Ltd.
N/A—1,787,571-1,787,571-100%$59.5M———
Wealthfront Advisers LLC
N/A—1,760,650-1,760,650-100%$58.6M———
Bank of America Corp
N/A—1,721,943-1,721,943-100%$57.3M———
Macquarie Group LTD
N/A—1,581,934-1,581,934-100%$52.7M———
Cerity Partners LLC
N/A—1,566,627-1,566,627-100%$52.2M———
ParaFi Capital LP
N/A—1,517,172-1,517,172-100%$50.5M———
HRT Financial LP
N/A—1,460,326-1,460,326-100%$48.6M———
Cresset Asset Management, LLC
N/A—1,434,166-1,434,166-100%$47.7M———
Renaissance Technologies LLC
N/A—1,403,942-1,403,942-100%$46.7M———
Copperwood Asset Management LP
N/A—1,401,467-1,401,467-100%$46.7M———
Weiss Asset Management LP
N/A—1,400,417-1,400,417-100%$46.6M———
HighTower Advisors, LLC
N/A—1,349,658-1,349,658-100%$44.9M———
Fortress Investment Group LLC
N/A—1,325,000-1,325,000-100%$44.1M———
Cetera Investment Advisers
N/A—1,283,145-1,283,145-100%$42.7M———
Squarepoint Ops LLC
N/A—1,258,028-1,258,028-100%$41.9M———
Cantor Fitzgerald, L. P.
N/A—1,234,234-1,234,234-100%$41.1M———
Harvest Portfolios Group Inc.
N/A—1,145,917-1,145,917-100%$38.1M———
Ovata Capital Management Ltd
N/A—1,108,805-1,108,805-100%$36.8M———
Betterment LLC
N/A—1,069,608-1,069,608-100%$35.6M———
Financial Engines Advisors L.L.C.
N/A—997,018-997,018-100%$33.2M———
Hudson Bay Capital Management LP
N/A—978,262-978,262-100%$32.6M———
Nearwater Capital Markets, Ltd
N/A—878,000-878,000-100%$29.2M———
Mariner, LLC
N/A—839,506-839,506-100%$27.9M———
Horizon Kinetics Asset Management LLC
N/A—837,308-837,308-100%$27.9M———
MML Investors Services, LLC
N/A—798,095-798,095-100%$26.6M———
Rising Stella Capital Pte. Ltd
N/A—775,735-775,735-100%$25.8M———
Envestnet Asset Management Inc
N/A—775,462-775,462-100%$25.8M———
Foundations Investment Advisors, LLC
N/A—757,409-757,409-100%$25.2M———
Qube Research & Technologies Ltd
N/A—745,697-745,697-100%$24.8M———
Kaleidoscope Capital LP
N/A—740,324-740,324-100%$24.6M———
Peak6 LLC
N/A—730,904-730,904-100%$24.3M———
Tudor Investment Corp ET AL
N/A—688,529-688,529-100%$22.9M———
Winton Group Ltd
N/A—661,277-661,277-100%$22.0M———
Crcm LP
N/A—607,110-607,110-100%$20.2M———
Ardmore Road Asset Management LP
N/A—600,000-600,000-100%$20.0M———
Parkwood LLC
N/A—589,000-589,000-100%$19.6M———
Titan Global Capital Management USA LLC
N/A—565,894-565,894-100%$18.8M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—534,869-534,869-100%$17.8M———
Citadel Advisors LLC
N/A—514,614-514,614-100%$17.1M———
Arax Advisory Partners
N/A—507,558-507,558-100%$16.9M———
Proficio Capital Partners LLC
N/A—505,612-505,612-100%$16.8M———
Jupiter Topco LLC
N/A—498,954-498,954-100%$16.6M———
Osaic Holdings, Inc.
N/A—480,681-480,681-100%$16.0M———
Aequim Alternative Investments LP
N/A—455,000-455,000-100%$15.1M———
Wealthspire Advisors, LLC
N/A—450,059-450,059-100%$15.0M———
NewEdge Advisors, LLC
N/A—447,830-447,830-100%$14.9M———
Northwestern Mutual Wealth Management Co
N/A—421,063-421,063-100%$14.0M———
Integrated Wealth Concepts LLC
N/A—408,760-408,760-100%$13.6M———
UBS Group AG
N/A—407,890-407,890-100%$13.6M———
Longitude (Cayman) Ltd.
N/A—403,000-403,000-100%$13.4M———
PBCay One RSC Ltd
N/A—400,080-400,080-100%$13.3M———
Spear Holdings RSC Ltd
N/A—400,079-400,079-100%$13.3M———
SIH Partners, Lllp
N/A—400,012-400,012-100%$13.3M———
SG Americas Securities, LLC
N/A—386,216-386,216-100%$12.9M———
Verition Fund Management LLC
N/A—384,048-384,048-100%$12.8M———
CIBC World Market Inc.
N/A—376,004-376,004-100%$12.5M———
Sanctuary Advisors, LLC
N/A—374,358-374,358-100%$12.5M———
GenTrust, LLC
N/A—372,148-372,148-100%$12.4M———
Insigneo Advisory Services, LLC
N/A—355,281-355,281-100%$11.8M———
Farringdon Capital, Ltd.
N/A—349,511-349,511-100%$11.6M———
Parallax Volatility Advisers, L.P.
N/A—347,896-347,896-100%$11.6M———
Scotia Capital Inc.
N/A—347,151-347,151-100%$11.6M———
Zhang Financial LLC
N/A—330,775-330,775-100%$11.0M———
Moneta Group Investment Advisors LLC
N/A—329,053-329,053-100%$11.0M———
Lalia Capital, LLC
N/A—327,400-327,400-100%$10.9M———
Savvy Advisors, Inc.
N/A—324,370-324,370-100%$10.8M———
MAI Capital Management
N/A—320,998-320,998-100%$10.7M———
Global Retirement Partners, LLC
N/A—320,608-320,608-100%$10.7M———
Bank of Nova Scotia
N/A—306,056-306,056-100%$10.2M———
Focus Partners Wealth
N/A—299,195-299,195-100%$10.0M———
AlTi Global, Inc.
N/A—297,676-297,676-100%$9.9M———
Merit Financial Group, LLC
N/A—293,028-293,028-100%$9.8M———
Tidal Investments LLC
N/A—282,611-282,611-100%$9.4M———
Beacon Pointe Advisors, LLC
N/A—280,150-280,150-100%$9.3M———
Pathstone Holdings, LLC
N/A—272,409-272,409-100%$9.1M———
Graham Capital Management, L.P.
N/A—259,000-259,000-100%$8.6M———
Captrust Financial Advisors
N/A—256,046-256,046-100%$8.5M———
IvyRock Asset Management (HK) Ltd
N/A—246,400-246,400-100%$8.2M———
Lifeworks Advisors, LLC
N/A—240,879-240,879-100%$8.0M———
Quantitative Investment Management, LLC
N/A—238,189-238,189-100%$7.9M———
Kadensa Capital Ltd
N/A—236,048-236,048-100%$7.9M———
Humankind Investments LLC
N/A—232,000-232,000-100%$7.7M———
LMR Partners LLP
N/A—224,526-224,526-100%$7.5M———
IEQ Capital, LLC
N/A—223,395-223,395-100%$7.4M———
Bulltick Wealth Management, LLC
N/A—220,293-220,293-100%$7.3M———
National Mutual Funds Management LTD
N/A—218,858-218,858-100%$7.3M———
Summit Financial, LLC
N/A—218,450-218,450-100%$7.3M———
Advisory Services Network, LLC
N/A—215,957-215,957-100%$7.2M———
Nicolet Bankshares Inc
N/A—211,199-211,199-100%$7.6M———
Quadrature Capital Ltd
N/A—207,617-207,617-100%$6.9M———
Trustees of Dartmouth College
N/A—201,531-201,531-100%$6.7M———
Alyeska Investment Group, L.P.
N/A—200,000-200,000-100%$6.7M———
Texas Treasury Safekeeping Trust Co
N/A—197,844-197,844-100%$7.6K———
Addison Capital Co
N/A—197,442-197,442-100%$6.6M———
Pacific Life Fund Advisors LLC
N/A—195,107-195,107-100%$6.5M———
Private Advisor Group, LLC
N/A—194,406-194,406-100%$6.5M———
Modus Advisors, LLC
N/A—188,102-188,102-100%$6.3M———
Kingsview Wealth Management, LLC
N/A—187,725-187,725-100%$6.2M———
Equitable Holdings, Inc.
N/A—187,036-187,036-100%$6.2M———
Bleakley Financial Group, LLC
N/A—183,989-183,989-100%$6.1M———
Estate Planners Group, LLC
N/A—181,022-181,022-100%$6.0M———
TLT Family Holdco ULC
N/A—180,000-180,000-100%$6.0M———
Allie Family Office LLC
N/A—177,246-177,246-100%$6.5M———
NewEdge Wealth, LLC
N/A—176,526-176,526-100%$5.9M———
Mutual Advisors, LLC
N/A—175,955-175,955-100%$5.9M———
Atomic Invest LLC
N/A—171,801-171,801-100%$5.9M———
IHT Wealth Management, LLC
N/A—169,533-169,533-100%$5.6M———
EP Wealth Advisors, LLC
N/A—168,222-168,222-100%$5.6M———
Evercore Wealth Management, LLC
N/A—165,515-165,515-100%$5.5M———
CIBC Bancorp USA Inc.
N/A—161,368-161,368-100%$5.4M———
Kamunting Street Capital Management, L.P.
N/A—160,181-160,181-100%$5.3M———
Waverly Advisors, LLC
N/A—152,004-152,004-100%$5.1M———
Alamea Verwaltungs GmbH
N/A—144,892-144,892-100%$4.8M———
Aristides Capital LLC
N/A—142,822-142,822-100%$4.8M———
Truvestments Capital LLC
N/A—142,151-142,151-100%$4.7M———
Spartan Wealth Advisory Services LLC
N/A—135,429-135,429-100%$4.2M———
Quantinno Capital Management LP
N/A—134,789-134,789-100%$4.5M———
AE Wealth Management LLC
N/A—129,877-129,877-100%$4.3M———
Banco Santander, S.A.
N/A—129,615-129,615-100%$4.3M———
Akuna Securities LLC
N/A—126,689-126,689-100%$4.2M———
PNC Financial Services Group, Inc.
N/A—124,829-124,829-100%$4.2M———
Better Way Financial, LLC
N/A—124,545-124,545-100%$4.1M———
Rakuten Group, Inc.
N/A—124,495-124,495-100%$4.1M———
Palumbo Wealth Management LLC
N/A—124,405-124,405-100%$4.1M———
Marathon Trading Investment Management LLC
N/A—123,925-123,925-100%$4.1M———
K2 Principal Fund, L.P.
N/A—122,542-122,542-100%$4.1M———
Arkadios Wealth Advisors
N/A—121,479-121,479-100%$4.0M———
Turim 21 Investimentos Ltda.
N/A—121,192-121,192-100%$4.0M———
Millbank Dartmoor Portsmouth LLC
N/A—120,000-120,000-100%$4.0M———
Maripau Wealth Management LLC
N/A—118,434-118,434-100%$3.9M———
&partners
N/A—118,105-118,105-100%$3.9M———
Cavalier Investments, LLC
N/A—117,232-117,232-100%$3.9M———
Cercano Management LLC
N/A—117,140-117,140-100%$3.9M———
Brown Advisory Inc
N/A—115,802-115,802-100%$3.9M———
EFG International AG
N/A—114,048-114,048-100%$3.8M———
Lakewood Capital Management, LP
N/A—113,510-113,510-100%$3.8M———
Headlands Technologies LLC
N/A—113,339-113,339-100%$3.8M———
Benson Wealth Management Inc
N/A—112,335-112,335-100%$3.7M———
Stratos Wealth Advisors, LLC
N/A—110,853-110,853-100%$3.7M———
First Trust Advisors LP
N/A—108,375-108,375-100%$3.6M———
Requisite Capital Management, LLC
N/A—106,480-106,480-100%$3.5M———
Clearstead Advisors, LLC
N/A—106,173-106,173-100%$3.5M———
Financial Sense Advisors, Inc.
N/A—105,485-105,485-100%$3.5M———
Concentrum Wealth Management
N/A—105,331-105,331-100%$3.5M———
Jaffetilchin Investment Partners, LLC
N/A—105,074-105,074-100%$3.5M———
Ausdal Financial Partners, Inc.
N/A—103,050-103,050-100%$3.4M———
Focus Partners Advisor Solutions, LLC
N/A—100,879-100,879-100%$3.4M———
Steward Partners Investment Advisory, LLC
N/A—98,440-98,440-100%$3.3M———
United Capital Financial Advisors, LLC
N/A—97,431-97,431-100%$3.2M———
Neuberger Berman Group LLC
N/A—96,563-96,563-100%$3.2M———
LM Advisors LLC
N/A—95,285-95,285-100%$3.2M———
Round Rock Advisors LLC
N/A—93,841-93,841-100%$3.1M———
X-Square Capital, LLC
N/A—92,310-92,310-100%$3.1M———
BBR Partners, LLC
N/A—88,683-88,683-100%$3.0M———
Rathbones Group PLC
N/A—87,959-87,959-100%$2.9M———
Johnson Investment Counsel Inc
N/A—87,696-87,696-100%$2.9M———
Pennington Partners & Co., LLC
N/A—87,401-87,401-100%$2.9M———
Lansing Street Advisors
N/A—86,448-86,448-100%$2.9M———
Dynasty Wealth Management, LLC
N/A—86,215-86,215-100%$2.9M———
World Investment Advisors
N/A—85,151-85,151-100%$3.1M———
Alpha Zero LLC
N/A—85,018-85,018-100%$3.1M———
Vienna Asset Management LLC
N/A—84,135-84,135-100%$2.8M———
Transcend Capital Advisors, LLC
N/A—83,470-83,470-100%$2.8M———
Bridger Management, LLC
N/A—83,119-83,119-100%$2.8M———
Stratos Wealth Partners, Ltd.
N/A—81,925-81,925-100%$2.7M———
Banco BTG Pactual S.A.
N/A—81,705-81,705-100%$2.7M———
WIT, LLC
N/A—80,970-80,970-100%$2.7M———
OneDigital Investment Advisors LLC
N/A—79,200-79,200-100%$2.6M———
Raymond James Financial Inc
N/A—78,764-78,764-100%$2.6M———
Audent Global Asset Management, LLC
N/A—78,476-78,476-100%$2.6M———
Polar Asset Management Partners Inc.
N/A—77,801-77,801-100%$2.6M———
Kapstone Financial Advisors LLC
N/A—77,664-77,664-100%$2.6M———
Syon Capital LLC
N/A—75,265-75,265-100%$2.5M———
Freestone Capital Holdings, LLC
N/A—74,624-74,624-100%$2.5M———
Ursa Fund Management, LLC
N/A—74,400-74,400-100%$2.5M———
Savant Capital, LLC
N/A—74,183-74,183-100%$2.6M———
Clare Market Investments LLC
N/A—73,100-73,100-100%$2.4M———
Family Manage LLC
N/A—70,065-70,065-100%$2.3M———
Purpose Unlimited Inc.
N/A—69,786-69,786-100%$2.3M———
Institute for Wealth Management, Llc.
N/A—69,615-69,615-100%$2.3M———
Red Door Wealth Management, LLC
N/A—69,488-69,488-100%$2.3M———
Keebeck Wealth Management
N/A—69,187-69,187-100%$2.3M———
Sequoia Financial Advisors, LLC
N/A—68,170-68,170-100%$2.3M———
SIG Brokerage, LP
N/A—67,861-67,861-100%$2.3M———
Mercer Global Advisors Inc
N/A—67,437-67,437-100%$2.2M———
Huntington National Bank
N/A—66,874-66,874-100%$2.2M———
DeepCurrents Investment Group LLC
N/A—64,746-64,746-100%$2.2M———
Kirtland Hills Capital Management, LLC
N/A—63,879-63,879-100%$2.1M———
Cambient Family Office, LLC
N/A—63,811-63,811-100%$2.1M———
Waterloo Capital, L.P.
N/A—62,852-62,852-100%$2.1M———
Matrix Private Capital Group LLC
N/A—62,662-62,662-100%$2.1M———
Cornerstone Advisory, LLC
N/A—61,949-61,949-100%$2.1M———
Dakota Wealth Management
N/A—61,886-61,886-100%$2.1M———
SkyBridge Capital II, LLC
N/A—61,330-61,330-100%$2.0M———
Geneos Wealth Management Inc.
N/A—61,162-61,162-100%$2.0M———
Moors & Cabot, Inc.
N/A—60,816-60,816-100%$2.0M———
Pine Valley Investments Ltd Liability Co
N/A—59,002-59,002-100%$2.0M———
Elequin Capital, LP
N/A—58,871-58,871-100%$2.0M———
Aspiring Ventures, LLC
N/A—58,382-58,382-100%$1.9M———
JTC Employer Solutions Trustee Ltd
N/A—57,216-57,216-100%$1.9M———
Cary Street Partners Financial LLC
N/A—57,019-57,019-100%$1.9M———
National Philanthropic Trust
N/A—56,522-56,522-100%$1.9M———
Centaurus Financial, Inc.
N/A—56,450-56,450-100%$1.9M———
Panoramic Investment Advisors, LLC
N/A—55,129-55,129-100%$1.8M———
Kayne Anderson Rudnick Investment Management LLC
N/A—53,288-53,288-100%$1.8M———
Commerce Bank
N/A—52,442-52,442-100%$1.7M———
Forum Finance Group S.A.
N/A—52,416-52,416-100%$1.4K———
Great Valley Advisor Group, Inc.
N/A—52,383-52,383-100%$1.7M———
CreativeOne Wealth, LLC
N/A—52,108-52,108-100%$1.7M———
SCS Capital Management LLC
N/A—51,251-51,251-100%$1.7M———
WCG Wealth Advisors LLC
N/A—50,656-50,656-100%$1.7M———
Stelac Advisory Services LLC
N/A—50,278-50,278-100%$1.7M———
Collaborative Capital Advisors LLC
N/A—50,100-50,100-100%$1.7M———
Curi Capital, LLC
N/A—49,930-49,930-100%$1.7M———
K.J. Harrison & Partners Inc
N/A—49,228-49,228-100%$1.6M———
Federation des caisses Desjardins du Quebec
N/A—48,271-48,271-100%$1.6M———
Impact Partnership Wealth, LLC
N/A—48,123-48,123-100%$1.6M———
Rothschild Investment LLC
N/A—47,898-47,898-100%$1.6M———
Orland Properties Ltd
N/A—47,825-47,825-100%$1.6M———
Planning Alternatives LTD
N/A—47,435-47,435-100%$1.6M———
Ethos Financial Group, LLC
N/A—45,628-45,628-100%$1.6M———
Fortress Private Ledger, LLC
N/A—45,584-45,584-100%$1.5M———
Modern Wealth Management, LLC
N/A—45,553-45,553-100%$1.5M———
Aptus Capital Advisors, LLC
N/A—45,065-45,065-100%$1.5M———
Gould Capital, LLC
N/A—44,962-44,962-100%$1.5M———
Boreal Capital Management LLC
N/A—44,780-44,780-100%$1.5M———
Abound Financial, LLC
N/A—44,632-44,632-100%$1.5M———
Reyl & Cie S.A.
N/A—44,433-44,433-100%$1.7M———
Vestmark Advisory Solutions, Inc.
N/A—44,185-44,185-100%$1.5M———
Empower Advisory Group, LLC
N/A—43,154-43,154-100%$1.4M———
Mustico Financial Group, Inc.
N/A—42,846-42,846-100%$1.5M———
Belpointe Asset Management LLC
N/A—42,281-42,281-100%$1.4M———
All Terrain Financial Advisors, LLC
N/A—40,916-40,916-100%$1.4M———
Intesa Sanpaolo S.p.A.
N/A—40,723-40,723-100%$1.4M———
Quinn Opportunity Partners LLC
N/A—39,000-39,000-100%$1.3M———
Royal Bank of Canada
N/A—38,995-38,995-100%$1.3M———
KM Capital Management Ltd.
N/A—38,830-38,830-100%$1.3M———
Smith, Moore & Co.
N/A—38,782-38,782-100%$1.3M———
Sanchez Levi Garrett
N/A—38,120-38,120-100%$1.3M———
OneAscent Financial Services LLC
N/A—38,114-38,114-100%$1.3M———
Strategic Wealth Partners, Ltd.
N/A—38,051-38,051-100%$1.3M———
Spahn Wealth & Retirement LLC
N/A—37,539-37,539-100%$1.2M———
Pinnacle Financial Partners, Inc.
N/A—37,510-37,510-100%$1.2M———
Oxford Financial Group, Ltd. LLC
N/A—37,307-37,307-100%$1.2M———
TCM Advisors, LLC
N/A—37,199-37,199-100%$1.2M———
Capital Financial Group Inc\co\
N/A—37,156-37,156-100%$1.2M———
Guggenheim Capital LLC
N/A—36,753-36,753-100%$1.2M———
Gladstone Institutional Advisory LLC
N/A—36,709-36,709-100%$1.2M———
Orion Porfolio Solutions, LLC
N/A—36,606-36,606-100%$1.2M———
Cardiff Park Advisors, LLC
N/A—36,246-36,246-100%$1.2M———
Select Asset Management & Trust
N/A—36,121-36,121-100%$1.2M———
Mayflower Financial Advisors, LLC
N/A—35,711-35,711-100%$1.2M———
LRI Investments, LLC
N/A—35,000-35,000-100%$1.2M———
Compass Capital Corp
N/A—34,623-34,623-100%$1.3M———
Benjamin Edwards Inc
N/A—34,414-34,414-100%$1.1M———
Wealth High Governance Asset Management Ltda.
N/A—34,300-34,300-100%$1.1M———
RIK Saylor Financial, Inc.
N/A—34,201-34,201-100%$1.1M———
Group One Trading LLC
N/A—33,984-33,984-100%$1.1M———
Independent Family Office, LLC
N/A—33,850-33,850-100%$1.1M———
Seal Cove Capital, LLC
N/A—33,700-33,700-100%$1.1M———
Prospect Financial Services LLC
N/A—33,560-33,560-100%$1.1M———
Ameritas Advisory Services, LLC
N/A—33,534-33,534-100%$1.1M———
Bienville Capital Management, LLC
N/A—33,325-33,325-100%$1.1M———
Arete Wealth Advisors, LLC
N/A—33,135-33,135-100%$1.1M———
Copia Wealth Management
N/A—33,008-33,008-100%$1.1M———
New Republic Capital, LLC
N/A—32,968-32,968-100%$1.1M———
Snowden Capital Advisors LLC
N/A—32,609-32,609-100%$1.1M———
NorthRock Partners, LLC
N/A—32,542-32,542-100%$1.1M———
Main Street Financial Solutions, LLC
N/A—32,354-32,354-100%$1.1M———
Daviman Financial, LLC
N/A—32,323-32,323-100%$1.1M———
Coastal Bridge Advisors, LLC
N/A—32,270-32,270-100%$1.1M———
Northern Trust Corp
N/A—31,794-31,794-100%$1.1M———
RED Reef Advisors LLC
N/A—31,595-31,595-100%$1.1M———
Allworth Financial LP
N/A—31,492-31,492-100%$1.0M———
Bull Harbor Capital LLC
N/A—31,361-31,361-100%$1.0M———
Paradiem, LLC
N/A—31,217-31,217-100%$1.0M———
Seaview Investment Managers LLC
N/A—31,115-31,115-100%$1.0M———
American Trust
N/A—30,743-30,743-100%$1.0M———
Stifel Financial Corp
N/A—30,678-30,678-100%$1.0M———
Counterweight Ventures, LLC
N/A—30,544-30,544-100%$1.0M———
Morse Asset Management, Inc
N/A—30,435-30,435-100%$1.0M———
Keystone Financial Group
N/A—30,045-30,045-100%$1.0M———
Matters Capital LLC
N/A—29,673-29,673-100%$987.8K———
Advyzon Investment Management, LLC
N/A—29,501-29,501-100%$982.1K———
Cambridge Associates LLC
N/A—29,497-29,497-100%$982.0K———
DiPaolo Financial Group, Inc.
N/A—28,975-28,975-100%$964.6K———
Circle Wealth Management, LLC
N/A—28,949-28,949-100%$963.7K———
Brookwood Investment Group LLC
N/A—27,755-27,755-100%$924.0K———
Prelude Capital Management, LLC
N/A—27,601-27,601-100%$918.8K———
Permian Investment Partners, LP
N/A—27,407-27,407-100%$912.4K———
Dimension Capital Management LLC
N/A—26,919-26,919-100%$896.1K———
Private Wealth Asset Management, LLC
N/A—26,732-26,732-100%$889.9K———
Atlantic Union Bankshares Corp
N/A—26,680-26,680-100%$888.2K———
Cohen & Steers, Inc.
N/A—26,600-26,600-100%$886.0K———
Centennial Bank
N/A—26,405-26,405-100%$879.0K———
Tolleson Wealth Management, Inc.
N/A—26,065-26,065-100%$867.7K———
Western Wealth Management, LLC
N/A—25,893-25,893-100%$862.0K———
Capital Advisor Network LLC
N/A—25,612-25,612-100%$852.6K———
SVB Wealth LLC
N/A—25,466-25,466-100%$847.8K———
BTG Pactual Asset Management US LLC
N/A—25,340-25,340-100%$843.6K———
Exit Wealth Advisors, Llc.
N/A—25,160-25,160-100%$837.6K———
Summit Trail Advisors, LLC
N/A—25,027-25,027-100%$833.2K———
Caprock Group, LLC
N/A—25,000-25,000-100%$832.3K———
Hamilton Capital Partners Inc.
N/A—24,941-24,941-100%$830.3K———
IFC Advisors LLC
N/A—24,578-24,578-100%$818.2K———
Forefront Wealth Partners, LLC
N/A—24,127-24,127-100%$803.2K———
Bluespring Wealth Management, LLC
N/A—23,878-23,878-100%$794.9K———
Wealthedge Investment Advisors, LLC
N/A—23,240-23,240-100%$773.7K———
Perennial Investment Advisors, LLC
N/A—23,161-23,161-100%$771.0K———
Mountain Capital Investment Advisors Inc.
N/A—23,046-23,046-100%$767.2K———
Owen LaRue, LLC
N/A—22,452-22,452-100%$747.4K———
Icon Wealth Advisors, LLC
N/A—22,359-22,359-100%$744.3K———
Vance Wealth, LLC
N/A—22,274-22,274-100%$741.5K———
Wealth Alliance, LLC
N/A—21,758-21,758-100%$724.3K———
Whittier Trust Co of Nevada Inc
N/A—21,636-21,636-100%$782.1K———
Wescap Management Group, Inc.
N/A—21,485-21,485-100%$715.2K———
Colter Lewis Investment Partners LLC
N/A—21,300-21,300-100%$709.1K———
BlackDiamond Wealth Management, LLC
N/A—21,159-21,159-100%$766.6K———
Custos Family Office, LLC
N/A—21,143-21,143-100%$703.9K———
Level Four Advisory Services, LLC
N/A—21,099-21,099-100%$702.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—20,962-20,962-100%$697.8K———
Becker Capital Management Inc
N/A—20,955-20,955-100%$697.6K———
Choate Investment Advisors
N/A—20,906-20,906-100%$696.0K———
Delta Investment Management, LLC
N/A—20,676-20,676-100%$688.3K———
Bessemer Group Inc
N/A—20,501-20,501-100%$682.0K———
Brown Brothers Harriman & Co
N/A—20,167-20,167-100%$671.4K———
Douglass Winthrop Advisors, LLC
N/A—20,163-20,163-100%$671.2K———
Orvieto Partners, L.P.
N/A—20,000-20,000-100%$665.8K———
Coppell Advisory Solutions LLC
N/A—19,998-19,998-100%$212.9K———
Invesco Ltd.
N/A—19,948-19,948-100%$664.1K———
Alpha Financial Partners LLC
N/A—19,888-19,888-100%$662.1K———
Curtis Wealth Management LLC
N/A—19,793-19,793-100%$658.9K———
Buffalo Business & Estate Services LTD
N/A—19,664-19,664-100%$654.6K———
Glassman Wealth Services
N/A—19,484-19,484-100%$648.6K———
Camelot Portfolios, LLC
N/A—19,462-19,462-100%$647.9K———
University of Illinois Foundation
N/A—19,300-19,300-100%$642.5K———
Pure Financial Advisors, LLC
N/A—19,255-19,255-100%$641.0K———
Invst, LLC
N/A—19,102-19,102-100%$635.9K———
Migdal Insurance & Financial Holdings Ltd.
N/A—18,937-18,937-100%$727.6K———
M&T Bank Corp
N/A—18,924-18,924-100%$630.0K———
West Michigan Advisors, LLC
N/A—18,675-18,675-100%$621.7K———
WealthShield Partners, LLC
N/A—18,609-18,609-100%$619.5K———
Integrity Wealth Solutions LLC
N/A—18,079-18,079-100%$601.9K———
Wellington-Altus USA Inc.
N/A—17,968-17,968-100%$690.3K———
Nwam LLC
N/A—17,856-17,856-100%$594.4K———
Centiva Capital, LP
N/A—17,670-17,670-100%$588.2K———
FAS Wealth Partners, Inc.
N/A—17,631-17,631-100%$586.9K———
Boussard & Gavaudan Gestion SAS
N/A—17,585-17,585-100%$582.6K———
Wick Capital Partners, LLC
N/A—17,512-17,512-100%$583.0K———
1776 Wealth LLC
N/A—17,335-17,335-100%$577.1K———
Wealth Management Associates, Inc.
N/A—17,296-17,296-100%$575.8K———
Wealth Watch Advisors, Inc
N/A—16,651-16,651-100%$554.3K———
HBK Sorce Advisory LLC
N/A—16,641-16,641-100%$611.4K———
Lbmc Investment Advisors, LLC
N/A—16,620-16,620-100%$553.3K———
Diversified Trust Co
N/A—16,386-16,386-100%$545.5K———
Landing Point Financial Group, LLC
N/A—16,318-16,318-100%$543.2K———
KMT Wealth Management, LLC
N/A—16,197-16,197-100%$539.2K———
UMB Bank, n.a.
N/A—16,186-16,186-100%$538.8K———
Earned Wealth Advisors, LLC
N/A—15,990-15,990-100%$532.3K———
Nan Fung Group Holdings Ltd
N/A—15,968-15,968-100%$531.6K———
HighPoint Advisor Group LLC
N/A—15,959-15,959-100%$531.3K———
Sound View Wealth Advisors Group, LLC
N/A—15,617-15,617-100%$519.9K———
First Foundation Advisors
N/A—15,403-15,403-100%$512.8K———
Luxor Capital Group, LP
N/A—15,300-15,300-100%$509.3K———
Pursue Wealth Partners LLC
N/A—14,919-14,919-100%$496.7K———
Bearing Point Capital, LLC
N/A—14,900-14,900-100%$496.0K———
LWM Advisory Services, LLC
N/A—14,875-14,875-100%$495.2K———
Capital Advisors Inc
N/A—14,758-14,758-100%$491.3K———
Octavia Wealth Advisors, LLC
N/A—14,591-14,591-100%$485.7K———
Smartleaf Asset Management LLC
N/A—14,503-14,503-100%$495.7K———
Bluefin Capital Management, LLC
N/A—14,500-14,500-100%$482.7K———
Composition Wealth, LLC
N/A—14,469-14,469-100%$481.7K———
Advance Capital Management, Inc.
N/A—14,419-14,419-100%$480.0K———
Pallas Capital Advisors LLC
N/A—14,197-14,197-100%$472.6K———
Whittier Trust Co
N/A—14,159-14,159-100%$511.4K———
Strategic Advisory Partners, LLC
N/A—14,144-14,144-100%$470.9K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—14,111-14,111-100%$469.8K———
Nuveen, LLC
N/A—14,068-14,068-100%$468.3K———
CCM Investment Advisers LLC
N/A—13,885-13,885-100%$462.2K———
Legacy Wealth Managment, LLC
N/A—13,833-13,833-100%$460.5K———
Sovereign Financial Group, Inc.
N/A—13,799-13,799-100%$459.4K———
Magnolia Capital Advisors LLC
N/A—13,668-13,668-100%$455.0K———
Maridea Wealth Management LLC
N/A—13,667-13,667-100%$455.0K———
Rangeley Capital, LLC
N/A—13,600-13,600-100%$452.7K———
Wealthgarden F.S. LLC
N/A—13,524-13,524-100%$450.2K———
Arcus Capital Partners, LLC
N/A—13,389-13,389-100%$445.7K———
Shepherd Kaplan Krochuk, LLC
N/A—13,349-13,349-100%$444.4K———
Peapack Gladstone Financial Corp
N/A—13,318-13,318-100%$443.0K———
Kastel Capital Advisors, LLC
N/A—13,145-13,145-100%$505.0K———
Thompson David Blair
N/A—13,073-13,073-100%$435.2K———
Hurricane Capital Advisors LLC
N/A—13,000-13,000-100%$432.8K———
Kera Capital Partners, Inc.
N/A—12,944-12,944-100%$430.9K———
PFG Investments, LLC
N/A—12,921-12,921-100%$430.2K———
Monograph Wealth Advisors, LLC
N/A—12,760-12,760-100%$424.8K———
IFG Advisory, LLC
N/A—12,744-12,744-100%$424.2K———
Fort Point Capital Partners LLC
N/A—12,684-12,684-100%$422.3K———
Callan Family Office, LLC
N/A—12,601-12,601-100%$419.5K———
Blackhawk Capital Partners, LLC
N/A—12,417-12,417-100%$413.4K———
Guardian Wealth Advisors, LLC / NC
N/A—12,299-12,299-100%$409.4K———
Gateway Wealth Partners, LLC
N/A—12,177-12,177-100%$405.4K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—11,944-11,944-100%$397.6K———
Mmbg Investment Advisors Co.
N/A—11,860-11,860-100%$394.8K———
RWA Wealth Partners, LLC
N/A—11,645-11,645-100%$387.7K———
SAM Advisors, LLC
N/A—11,640-11,640-100%$387.5K———
XP Advisory US, Inc.
N/A—11,603-11,603-100%$386.3K———
Snowwater Investment Partners, LLC
N/A—11,564-11,564-100%$385.0K———
Summitry LLC
N/A—11,450-11,450-100%$381.2K———
Coldstream Capital Management Inc
N/A—11,364-11,364-100%$378.3K———
LaSalle St. Investment Advisors, LLC
N/A—11,360-11,360-100%$378.2K———
TLS Advisors LLC
N/A—11,327-11,327-100%$377.1K———
Bogart Wealth, LLC
N/A—11,323-11,323-100%$377.0K———
Magnolia Private Wealth, LLC
N/A—11,268-11,268-100%$375.1K———
Granite Bay Wealth Management, LLC
N/A—11,136-11,136-100%$371.0K———
Flatrock Wealth Partners LLC
N/A—10,941-10,941-100%$364.2K———
Optiver Holding B.V.
N/A—10,885-10,885-100%$362.4K———
Rehmann Capital Advisory Group
N/A—10,851-10,851-100%$362.0K———
Mosaic Family Wealth Partners, LLC
N/A—10,837-10,837-100%$360.8K———
Ameriflex Group, Inc.
N/A—10,810-10,810-100%$359.9K———
Rothschild Wealth LLC
N/A—10,619-10,619-100%$353.5K———
Ankerstar Wealth, LLC
N/A—10,543-10,543-100%$351.0K———
Palladiem, LLC
N/A—10,396-10,396-100%$346.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—10,349-10,349-100%$344.5K———
Tradition Wealth Management, LLC
N/A—10,344-10,344-100%$344.4K———
Roberts Glore & Co Inc
N/A—10,322-10,322-100%$343.6K———
Garden State Investment Advisory Services LLC
N/A—10,240-10,240-100%$340.9K———
OneAscent Family Office, LLC
N/A—9,905-9,905-100%$329.7K———
GWN Securities Inc.
N/A—9,818-9,818-100%$326.8K———
Resurgent Financial Advisors LLC
N/A—9,665-9,665-100%$321.7K———
Prosperity Consulting Group, LLC
N/A—9,665-9,665-100%$321.7K———
ST Germain D J Co Inc
N/A—9,643-9,643-100%$321.0K———
Reliant Wealth Planning
N/A—9,638-9,638-100%$320.8K———
Coastwise Capital Group, LLC
N/A—9,616-9,616-100%$320.1K———
Capstone Financial Advisors, Inc.
N/A—9,599-9,599-100%$319.6K———
Zinnia Wealth Advisory, LLC
N/A—9,555-9,555-100%$318.1K———
Millington Financial Advisors, LLC
N/A—9,519-9,519-100%$346.0K———
Bitterroot Capital Advisors LLC
N/A—9,496-9,496-100%$316.1K———
PCG Wealth Advisors, LLC
N/A—9,479-9,479-100%$315.6K———
Noble Wealth Partners LLC
N/A—9,369-9,369-100%$311.9K———
Greenline Wealth Management LLC
N/A—9,329-9,329-100%$310.6K———
OakTrust Wealth Advisors, LLC
N/A—9,256-9,256-100%$308.1K———
Gilbert & Cook, Inc.
N/A—9,222-9,222-100%$307.0K———
Harbour Investments, Inc.
N/A—9,213-9,213-100%$306.7K———
Wealthquest Corp
N/A—9,169-9,169-100%$305.2K———
OneAscent Wealth Management LLC
N/A—9,035-9,035-100%$300.8K———
One Capital Management, LLC
N/A—9,027-9,027-100%$346.8K———
KEB Asset Management, LLC
N/A—9,015-9,015-100%$300.1K———
American Financial Advisors, LLC
N/A—9,011-9,011-100%$300.0K———
Arrowroot Family Office, LLC
N/A—9,007-9,007-100%$299.8K———
Corient IA LP
N/A—9,000-9,000-100%$299.6K———
Greenline Partners, LLC
N/A—8,804-8,804-100%$293.1K———
Paragon Financial Partners, Inc.
N/A—8,800-8,800-100%$313.6K———
TRB Wealth Management, LLC
N/A—8,769-8,769-100%$291.9K———
Synergy Investment Management, LLC
N/A—8,743-8,743-100%$291.1K———
Entelevest, LLC
N/A—8,709-8,709-100%$289.9K———
Greenwich Wealth Management LLC
N/A—8,531-8,531-100%$284.0K———
Crewe Advisors LLC
N/A—8,479-8,479-100%$282.3K———
Significant Wealth Partners LLC
N/A—8,478-8,478-100%$282.2K———
Saranac Partners Ltd
N/A—8,400-8,400-100%$279.6K———
Gotham Asset Management, LLC
N/A—8,390-8,390-100%$279.3K———
Atlas Legacy Advisors, LLC
N/A—8,354-8,354-100%$278.1K———
Van Hulzen Asset Management, LLC
N/A—8,348-8,348-100%$277.9K———
Collaborative Wealth Managment Inc.
N/A—8,292-8,292-100%$276.0K———
Kintra Wealth, LLC
N/A—8,222-8,222-100%$295.0K———
Mayport, LLC
N/A—8,119-8,119-100%$270.3K———
Astoria Portfolio Advisors Llc.
N/A—8,021-8,021-100%$267.0K———
Ranch Capital Advisors Inc.
N/A—7,998-7,998-100%$266.3K———
Innovative Asset Advisors Group, LLC
N/A—7,985-7,985-100%$265.8K———
IMA Advisory Services, Inc.
N/A—7,985-7,985-100%$265.8K———
WorthPointe, LLC
N/A—7,951-7,951-100%$264.7K———
MOR Wealth Management, LLC
N/A—7,938-7,938-100%$264.3K———
Independent Advisor Alliance
N/A—7,813-7,813-100%$260.1K———
Stratos Investment Management, LLC
N/A—7,802-7,802-100%$259.7K———
Fortis Capital Management LLC
N/A—7,738-7,738-100%$257.6K———
Riverpoint Wealth Management Holdings, LLC
N/A—7,658-7,658-100%$254.9K———
Harvest Investment Services, LLC
N/A—7,597-7,597-100%$252.9K———
Manhattan West Asset Management, LLC
N/A—7,583-7,583-100%$252.4K———
Operose Advisors LLC
N/A—7,497-7,497-100%$249.6K———
1832 Asset Management L.P.
N/A—7,456-7,456-100%$248.2K———
Aspen Grove Capital, LLC
N/A—7,446-7,446-100%$247.9K———
Peak Planning Group, LLC
N/A—7,426-7,426-100%$247.2K———
Donaldson Capital Management, LLC
N/A—7,361-7,361-100%$245.0K———
Klingenstein Fields & Co LP
N/A—7,291-7,291-100%$242.7K———
Wexford Capital LP
N/A—7,258-7,258-100%$241.6K———
Blue Chip Partners, LLC
N/A—7,153-7,153-100%$238.1K———
Permanent Capital Management, LP
N/A—7,142-7,142-100%$237.8K———
NorthCoast Asset Management LLC
N/A—7,133-7,133-100%$237.5K———
FourThought Financial Partners, LLC
N/A—7,130-7,130-100%$237.4K———
LGL Partners, LLC
N/A—7,078-7,078-100%$235.6K———
FSB Premier Wealth Management, Inc.
N/A—6,985-6,985-100%$232.5K———
Naviter Wealth, LLC
N/A—6,985-6,985-100%$232.5K———
Basecamp Wealth Advisors LLC
N/A—6,878-6,878-100%$229.0K———
Astra Wealth Partners LLC
N/A—6,863-6,863-100%$228.5K———
First Manhattan Co. Llc.
N/A—6,836-6,836-100%$227.6K———
FWG Holdings, LLC
N/A—6,834-6,834-100%$248.4K———
Hopwood Nicholas Hunter
N/A—6,752-6,752-100%$224.8K———
Leavell Investment Management, Inc.
N/A—6,728-6,728-100%$224.0K———
Cofg Advisors, LLC
N/A—6,726-6,726-100%$223.9K———
RB Capital Management, LLC
N/A—6,711-6,711-100%$223.4K———
AssuredPartners Investment Advisors, LLC
N/A—6,701-6,701-100%$223.1K———
United Bank
N/A—6,693-6,693-100%$222.8K———
Silver OAK Securities, Incorporated
N/A—6,692-6,692-100%$222.8K———
Advisory Alpha, LLC
N/A—6,618-6,618-100%$220.3K———
Charles Schwab Investment Management Inc
N/A—6,588-6,588-100%$219.3K———
Fairbanks Capital Management, Inc.
N/A—6,574-6,574-100%$218.8K———
Falcon Wealth Planning
N/A—6,544-6,544-100%$217.9K———
Riverview Capital Advisers, LLC
N/A—6,483-6,483-100%$215.8K———
Constant Guidance Financial LLC
N/A—6,403-6,403-100%$213.2K———
Fortis Group Advisors, LLC
N/A—6,337-6,337-100%$211.0K———
Aspire Growth Partners LLC
N/A—6,299-6,299-100%$209.7K———
Tortoise Investment Management, LLC
N/A—6,237-6,237-100%$207.6K———
Stonebrook Private Inc.
N/A—6,231-6,231-100%$207.4K———
Chilton Investment Co Inc.
N/A—6,107-6,107-100%$203.3K———
Silicon Valley Capital Partners
N/A—6,106-6,106-100%$203.3K———
Thoroughbred Financial Services, LLC
N/A—6,048-6,048-100%$201.0K———
N.E.W. Advisory Services LLC
N/A—5,948-5,948-100%$198.0K———
HHM Wealth Advisors, LLC
N/A—5,715-5,715-100%$190.3K———
Core Capital Management & Research, inc.
N/A—5,571-5,571-100%$245.5K———
Continuum Advisory, LLC
N/A—5,521-5,521-100%$183.8K———
Miller Capital Partners, Inc.
N/A—5,356-5,356-100%$178.3K———
Fiduciary Financial Advisors
N/A—5,146-5,146-100%$177.8K———
SouthState Bank Corp
N/A—5,016-5,016-100%$167.0K———
Knightsbridge Asset Management, LLC
N/A—4,750-4,750-100%$235.8K———
IAG Wealth Partners, LLC
N/A—4,665-4,665-100%$155.3K———
Rialto Wealth Management, LLC
N/A—4,657-4,657-100%$155.0K———
Sankala Group LLC
N/A—4,542-4,542-100%$166.4K———
Johnson Financial Group, Inc.
N/A—4,508-4,508-100%$150.1K———
Luminist Capital LLC
N/A—4,320-4,320-100%$134.3K———
JPL Wealth Management, LLC
N/A—3,793-3,793-100%$126.3K———
Titan Wealth (CI) Ltd
N/A—3,664-3,664-100%$121.9K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—3,600-3,600-100%$119.8K———
Colonial Trust Co / SC
N/A—3,600-3,600-100%$119.8K———
Napier Financial, LLC
N/A—3,571-3,571-100%$118.9K———
Glen Eagle Advisors, LLC
N/A—3,553-3,553-100%$118.3K———
Chesapeake Asset Management LLC
N/A—3,545-3,545-100%$118.0K———
Winch Advisory Services, LLC
N/A—3,537-3,537-100%$117.7K———
Beaird Harris Wealth Management, LLC
N/A—3,489-3,489-100%$116.1K———
Imprint Wealth LLC
N/A—3,280-3,280-100%$109.2K———
Hollencrest Capital Management
N/A—3,272-3,272-100%$108.9K———
Toronto Dominion Bank
N/A—3,000-3,000-100%$100.0K———
CSS LLC
N/A—2,922-2,922-100%$97.3K———
Ancora Advisors LLCA
N/A—2,919-2,919-100%$97.2K———
BFC Planning, Inc.
N/A—2,903-2,903-100%$96.6K———
Orion Capital Management LLC
N/A—2,754-2,754-100%$91.7K———
Steigerwald, Gordon & Koch Inc.
N/A—2,650-2,650-100%$88.2K———
Edmond de Rothschild Holding S.A.
N/A—2,410-2,410-100%$80.2K———
Rockefeller Capital Management L.P.
N/A—2,318-2,318-100%$77.2K———
Bartlett & Co. Wealth Management LLC
N/A—2,295-2,295-100%$76.4K———
Bernard Wealth Management Corp.
N/A—2,287-2,287-100%$76.1K———
Osterweis Capital Management Inc
N/A—2,267-2,267-100%$75.5K———
HM Payson & Co
N/A—2,076-2,076-100%$69.1K———
Dunhill Financial, LLC
N/A—2,065-2,065-100%$68.7K———
Bruce G. Allen Investments, LLC
N/A—2,030-2,030-100%$67.6K———
Capital Analysts, LLC
N/A—1,804-1,804-100%$60.0K———
SOA Wealth Advisors, Llc.
N/A—1,750-1,750-100%$58.3K———
BankPlus Trust Department
N/A—1,702-1,702-100%$56.7K———
10Elms LLP
N/A—1,666-1,666-100%$55.5K———
Measured Wealth Private Client Group, LLC
N/A—1,661-1,661-100%$55.3K———
EMC Capital Management
N/A—1,643-1,643-100%$62———
Highland Investment Advisors LLC
N/A—1,570-1,570-100%$52.3K———
Keating Financial Advisory Services, Inc.
N/A—1,540-1,540-100%$51.3K———
Smithfield Trust Co
N/A—1,506-1,506-100%$50.0K———
Burnham & Co LLC
N/A—1,500-1,500-100%$49.9K———
Luken Investment Analytics, LLC
N/A—1,500-1,500-100%$49.9K———
Flputnam Investment Management Co
N/A—1,500-1,500-100%$49.9K———
Front Row Advisors LLC
N/A—1,475-1,475-100%$53.0K———
Osbon Capital Management LLC
N/A—1,459-1,459-100%$48.6K———
Swan Capital LLC
N/A—1,394-1,394-100%$46.4K———
Caitlin John, LLC
N/A—1,363-1,363-100%$45.4K———
Park Place Capital Corp
N/A—1,360-1,360-100%$45.3K———
Meramec Financial Planners, LLC
N/A—1,352-1,352-100%$49.7K———
Timbuktu Capital Management, LLC
N/A—1,300-1,300-100%$43.3K———
Vision Retirement, LLC
N/A—1,134-1,134-100%$37.8K———
Strategic Investment Solutions, Inc.
N/A—1,124-1,124-100%$37.4K———
VSM Wealth Advisory, LLC
N/A—1,076-1,076-100%$35.8K———
Millstone Evans Group, LLC
N/A—1,045-1,045-100%$34.8K———
Jones Financial Companies Lllp
N/A—996-996-100%$33.7K———
Peterson Wealth Management
N/A—950-950-100%$31.6K———
Coston, McIsaac & Partners
N/A—925-925-100%$29———
CNB Bank
N/A—903-903-100%$30.1K———
Tripletail Wealth Management, LLC
N/A—900-900-100%$31.4K———
LGT Financial Advisors LLC
N/A—858-858-100%$28.6K———
GW&K Investment Management, LLC
N/A—857-857-100%$29———
Graney & King, LLC
N/A—812-812-100%$27.0K———
Heritage Wealth Advisors
N/A—803-803-100%$26.7K———
Ritter Daniher Financial Advisory LLC / de
N/A—803-803-100%$26.7K———
Allied Private Wealth LLC
N/A—800-800-100%$28.2K———
TD Capital Management LLC
N/A—781-781-100%$26.0K———
Game Plan Financial Advisors, LLC
N/A—751-751-100%$25.0K———
Banque Transatlantique SA
N/A—685-685-100%$22.8K———
Three Bearings Fiduciary Advisors, Inc.
N/A—677-677-100%$22.5K———
Oakmont Advisory Group, LLC
N/A—659-659-100%$21.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—650-650-100%$21.6K———
Hantz Financial Services, Inc.
N/A—625-625-100%$21.0K———
PlanVest Financial, Inc
N/A—551-551-100%$18.3K———
Sittner & Nelson, LLC
N/A—527-527-100%$17.5K———
Anchor Investment Management, LLC
N/A—519-519-100%$17.3K———
Financial Life Planners
N/A—480-480-100%$16.0K———
Tidemark, LLC
N/A—449-449-100%$14.9K———
HighMark Wealth Management LLC
N/A—415-415-100%$13.8K———
Sachetta, LLC
N/A—384-384-100%$12.8K———
Avalon Trust Co
N/A—375-375-100%$12.5K———
Roble, Belko & Company, Inc
N/A—355-355-100%$12———
Mpwm Advisory Solutions, LLC
N/A—333-333-100%$11.1K———
MidFirst Bank
N/A—331-331-100%$11.0K———
Lavaca Capital LLC
N/A—329-329-100%$11.0K———
Fourth Dimension Wealth, LLC
N/A—325-325-100%$10.8K———
Harborfront Financial Group LLC
N/A—314-314-100%$10.5K———
Godfrey Financial Associates, Inc.
N/A—295-295-100%$9.8K———
FMR LLC
N/A—200-200-100%$6.7K———
Colonial Trust Advisors
N/A—200-200-100%$6.7K———
Cary Street Partners Investment Advisory LLC
N/A—186-186-100%$6.2K———
BOK Financial Private Wealth, Inc.
N/A—172-172-100%$5.7K———
Walsh & Associates, LLC
N/A—165-165-100%$5.5K———
Ameriprise Financial Inc
N/A—164-164-100%$5.5K———
1 North Wealth Services LLC
N/A—160-160-100%$5.3K———
SHP Wealth Management
N/A—160-160-100%$5.3K———
JDM Financial Group LLC
N/A—155-155-100%$5.2K———
Alerus Financial NA
N/A—148-148-100%$4.9K———
Philadelphia Investment Partners, LLC
N/A—128-128-100%$4.3K———
Mcguire Capital Advisors Inc
N/A—127-127-100%$4.2K———
Darwin Wealth Management, LLC
N/A—113-113-100%$3.8K———
Minot DeBlois Advisors LLC
N/A—100-100-100%$3.3K———
Hamrick Investment Counsel, llc
N/A—100-100-100%$3.3K———
Collier Financial
N/A—96-96-100%$3.2K———
Crews Bank & Trust
N/A—93-93-100%$3.1K———
Clearstead Trust, LLC
N/A—84-84-100%$2.8K———
Ravenstone Capital Management Inc.
N/A—80-80-100%$2.7K———
Prestige Wealth Management Group LLC
N/A—74-74-100%$2.5K———
Cbiz Investment Advisory Services, LLC
N/A—50-50-100%$1.9K———
Leo H. Evart, Inc.
N/A—33-33-100%$1.1K———
Frazier Financial Advisors, LLC
N/A—23-23-100%$766———
Medallion Wealth Advisors, LLC
N/A—22-22-100%$732———
Anchor Bay Capital, Inc.
N/A—20-20-100%$725———
Chelsea Counsel Co
N/A—15-15-100%$500———
Strive Financial Group,LLC
N/A—12-12-100%$399———
Toews Corp
N/A—4-4-100%$133———
BNP Paribas Financial Markets
N/A—1-1-100%$33———
Showing 1665 of 1665 institutions