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JPMorgan Chase & Co (JPM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares62,071,094 from 61,707,794
Change+363,300 (+1%)
Value$20.5B (+$337.1M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares21,663,121 from 21,642,804
Change+20,317 (+0%)
Value$7.2B (+$82.5M)
Filed 2026-11-05
Dimensional Fund Advisors LP
DECREASED
Shares18,914,624 from 19,418,112
Change-503,488 (-3%)
Value$6.3B (-$98.3M)
Filed 2026-11-04
Fisher Asset Management, LLC
INCREASED
Shares17,749,268 from 17,427,412
Change+321,856 (+2%)
Value$5.9B (+$167.5M)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares9,977,398 from 9,607,550
Change+369,848 (+4%)
Value$3.3B (+$156.0M)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares8,190,896 from 7,909,780
Change+281,116 (+4%)
Value$2.7B (+$120.7M)
Filed 2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED
Shares6,985,430 from 6,645,272
Change+340,158 (+5%)
Value$2.3B (+$135.8M)
Filed 2026-11-05
Amundi
DECREASED
Shares6,773,033 from 7,965,928
Change-1,192,895 (-15%)
Value$2.2B (-$366.8M)
Filed 2026-11-06
Mirabaud Asset Management Ltd
INCREASED
Shares6,658,000 from 7,738
Change+6,650,262 (+85943%)
Value$2.2M (-$318.5K)
Filed 2026-11-09
PNC Financial Services Group, Inc.
DECREASED
Shares6,449,917 from 6,506,150
Change-56,233 (-1%)
Value$2.1B (+$4.2M)
Filed 2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares5,696,105 from 5,907,580
Change-211,475 (-4%)
Value$1.9B (-$49.3M)
Filed 2026-10-29
LPL Financial LLC
INCREASED
Shares5,446,751 from 5,252,268
Change+194,483 (+4%)
Value$1.8B (+$82.7M)
Filed 2026-11-06
Bank of Montreal
DECREASED
Shares5,300,417 from 5,811,029
Change-510,612 (-9%)
Value$1.8B (-$148.6M)
Filed 2026-11-09
Principal Financial Group Inc
INCREASED
Shares4,958,925 from 4,823,651
Change+135,274 (+3%)
Value$1.6B (+$61.6M)
Filed 2026-11-02
Swedbank AB
DECREASED
Shares4,634,330 from 4,691,775
Change-57,445 (-1%)
Value$1.5B (-$2.6M)
Filed 2026-10-27
Citigroup Inc
DECREASED
Shares4,401,240 from 5,067,048
Change-665,808 (-13%)
Value$1.5B (-$202.5M)
Filed 2026-11-04
Bessemer Group Inc
INCREASED
Shares4,274,561 from 4,076,132
Change+198,429 (+5%)
Value$1.4B (+$79.9M)
Filed 2026-11-09
Nordea Investment Management AB
INCREASED
Shares3,975,849 from 3,708,233
Change+267,616 (+7%)
Value$1.3B (+$103.1M)
Filed 2026-11-09
DekaBank Deutsche Girozentrale
INCREASED
Shares3,830,867 from 3,427,167
Change+403,700 (+12%)
Value$1.3M (+$278.3K)
Filed 2026-10-27
Sanders Capital, LLC
DECREASED
Shares3,814,867 from 3,837,596
Change-22,729 (-1%)
Value$1.3B (+$5.9M)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares3,443,426 from 3,486,947
Change-43,521 (-1%)
Value$1.1B (-$2.2M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares3,207,318 from 3,276,170
Change-68,852 (-2%)
Value$1.1B (-$11.3M)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares3,146,550 from 3,121,918
Change+24,632 (+1%)
Value$1.0B (+$19.1M)
Filed 2026-10-30
Robeco Institutional Asset Management B.V.
INCREASED
Shares3,003,762 from 2,991,167
Change+12,595 (+0%)
Value$993.7M (+$14.6M)
Filed 2026-10-20
Russell Investments Group, Ltd.
INCREASED
Shares2,480,734 from 2,360,586
Change+120,148 (+5%)
Value$822.8M (+$49.0M)
Filed 2026-11-06
Aberdeen Group plc
INCREASED
Shares2,470,085 from 2,381,034
Change+89,051 (+4%)
Value$817.2M (+$37.8M)
Filed 2026-11-06
Danske Bank A/S
DECREASED
Shares2,304,861 from 2,381,449
Change-76,588 (-3%)
Value$762.5M (-$17.0M)
Filed 2026-11-09
MacKenzie Financial Corp
DECREASED
Shares2,091,860 from 2,177,285
Change-85,425 (-4%)
Value$692.1M (-$20.6M)
Filed 2026-11-02
Ninety One UK Ltd
DECREASED
Shares1,992,445 from 2,086,914
Change-94,469 (-5%)
Value$659.2M (-$23.9M)
Filed 2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
INCREASED
Shares1,958,610 from 1,931,799
Change+26,811 (+1%)
Value$648.6M (+$15.7M)
Filed 2026-10-29
New York State Teachers Retirement System
DECREASED
Shares1,949,020 from 2,042,799
Change-93,779 (-5%)
Value$644.8K (-$668.0M)
Filed 2026-10-22
TD Waterhouse Canada Inc.
INCREASED
Shares1,913,426 from 1,896,218
Change+17,208 (+1%)
Value$638.2M (+$4.5M)
Filed 2026-10-16
Bahl & Gaynor LLC
DECREASED
Shares1,869,721 from 1,910,421
Change-40,700 (-2%)
Value$618.6M (-$6.8M)
Filed 2026-11-05
Alecta Tjanstepension Omsesidigt
UNCHANGED
Shares1,860,500 from 1,860,500
Change0 (0%)
Value$615.5M (+$6.8M)
Filed 2026-11-02
Keybank National Association
DECREASED
Shares1,732,890 from 1,765,481
Change-32,591 (-2%)
Value$573.3M (-$4.6M)
Filed 2026-11-04
Creative Planning
INCREASED
Shares1,664,899 from 1,591,305
Change+73,594 (+5%)
Value$550.8M (+$29.9M)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares1,659,256 from 1,791,980
Change-132,724 (-7%)
Value$532.4M (-$54.2M)
Filed 2026-11-05
KBC Group NV
DECREASED
Shares1,638,660 from 2,384,147
Change-745,487 (-31%)
Value$542.1K (-$779.9M)
Filed 2026-10-22
King Luther Capital Management Corp
DECREASED
Shares1,590,931 from 1,678,359
Change-87,428 (-5%)
Value$526.3M (-$23.0M)
Filed 2026-11-05
PFA Pension, Forsikringsaktieselskab
INCREASED
Shares1,573,956 from 1,548,625
Change+25,331 (+2%)
Value$520.7M (+$13.8M)
Filed 2026-11-06
Handelsbanken Fonder AB
INCREASED
Shares1,552,517 from 1,551,236
Change+1,281 (+0%)
Value$513.6M (+$513.1M)
Filed 2026-11-09
UniSuper Management Pty Ltd
INCREASED
Shares1,541,009 from 1,514,503
Change+26,506 (+2%)
Value$509.8M (+$14.1M)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,475,780 from 1,335,236
Change+140,544 (+11%)
Value$437.0M (+$38.8M)
Filed 2026-10-13
Pictet Asset Management Holding SA
DECREASED
Shares1,431,356 from 1,486,565
Change-55,209 (-4%)
Value$473.6M (-$13.0M)
Filed 2026-11-03
Asset Management One Co., Ltd.
INCREASED
Shares1,354,702 from 1,318,113
Change+36,589 (+3%)
Value$448.2M (+$16.7M)
Filed 2026-10-27
Cincinnati Insurance Co
UNCHANGED
Shares1,338,978 from 1,338,978
Change0 (0%)
Value$443.0M (+$4.7M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares1,282,819 from 1,338,645
Change-55,826 (-4%)
Value$424.4M (-$13.8M)
Filed 2026-11-02
Lansforsakringar Fondforvaltning AB (publ)
INCREASED
Shares1,194,706 from 1,168,266
Change+26,440 (+2%)
Value$395.2M (+$12.8M)
Filed 2026-11-09
Cardano Risk Management B.V.
INCREASED
Shares1,171,347 from 882,774
Change+288,573 (+33%)
Value$387.5K (+$98.6K)
Filed 2026-10-20
Natixis
DECREASED
Shares1,090,810 from 1,136,716
Change-45,906 (-4%)
Value$360.9M (-$11.2M)
Filed 2026-11-06
SEB Asset Management AB
INCREASED
Shares1,083,079 from 1,042,896
Change+40,183 (+4%)
Value$358.3M (+$16.9M)
Filed 2026-11-04
Great Lakes Advisors, LLC
DECREASED
Shares1,082,359 from 1,119,634
Change-37,275 (-3%)
Value$358.1M (-$8.4M)
Filed 2026-11-06
Regions Financial Corp
DECREASED
Shares1,036,651 from 1,050,870
Change-14,219 (-1%)
Value$343.0M (-$1.0M)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
INCREASED
Shares985,498 from 927,953
Change+57,545 (+6%)
Value$326.0M (+$22.3M)
Filed 2026-11-04
ACR Alpine Capital Research, LLC
DECREASED
Shares972,535 from 977,345
Change-4,810 (0%)
Value$321.7M (+$1.8M)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares967,890 from 855,351
Change+112,539 (+13%)
Value$320.2M (+$40.2M)
Filed 2026-11-03
Strs Ohio
DECREASED
Shares917,862 from 973,709
Change-55,847 (-6%)
Value$303.7M (-$15.1M)
Filed 2026-10-30
Assetmark, Inc
INCREASED
Shares898,024 from 853,617
Change+44,407 (+5%)
Value$297.1M (+$17.7M)
Filed 2026-10-21
Eurizon Capital SGR S.p.A.
INCREASED
Shares873,636 from 666,069
Change+207,567 (+31%)
Value$290.0M (+$71.6M)
Filed 2026-11-06
Retirement Systems of Alabama
DECREASED
Shares860,512 from 865,976
Change-5,464 (-1%)
Value$284.7M (+$1.2M)
Filed 2026-11-04
State of New Jersey Common Pension Fund D
DECREASED
Shares860,102 from 868,483
Change-8,381 (-1%)
Value$284.5M (+$267.0K)
Filed 2026-11-05
Nisa Investment Advisors, LLC
DECREASED
Shares860,067 from 869,016
Change-8,949 (-1%)
Value$284.5M (+$81.0K)
Filed 2026-10-20
AMF Tjanstepension AB
UNCHANGED
Shares853,194 from 853,194
Change0 (0%)
Value$282.3M (+$3.0M)
Filed 2026-10-22
CIBC Asset Management Inc
INCREASED
Shares812,025 from 786,840
Change+25,185 (+3%)
Value$268.6M (+$11.0M)
Filed 2026-11-05
Nykredit A/S
INCREASED
Shares804,424 from 709,840
Change+94,584 (+13%)
Value$266.1M (+$33.8M)
Filed 2026-11-06
Mawer Investment Management Ltd.
DECREASED
Shares804,212 from 927,802
Change-123,590 (-13%)
Value$266.1M (-$37.6M)
Filed 2026-11-06
Mn Services Vermogensbeheer B.V.
INCREASED
Shares790,400 from 781,500
Change+8,900 (+1%)
Value$261.5K (-$255.5M)
Filed 2026-10-08
Allspring Global Investments Holdings, LLC
INCREASED
Shares786,038 from 667,485
Change+118,553 (+18%)
Value$261.9M (+$38.9M)
Filed 2026-11-04
Czech National Bank
INCREASED
Shares763,761 from 762,691
Change+1,070 (+0%)
Value$252.7M (+$3.0M)
Filed 2026-10-13
B. Metzler seel. Sohn & Co. AG
INCREASED
Shares756,465 from 754,633
Change+1,832 (+0%)
Value$250.3M (+$3.2M)
Filed 2026-10-30
Calamos Advisors LLC
INCREASED
Shares750,616 from 708,384
Change+42,232 (+6%)
Value$248.3M (+$16.5M)
Filed 2026-11-02
Arizona State Retirement System
INCREASED
Shares746,249 from 744,264
Change+1,985 (+0%)
Value$246.9M (+$3.3M)
Filed 2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
INCREASED
Shares742,717 from 496,510
Change+246,207 (+50%)
Value$244.9K (-$161.4M)
Filed 2026-10-22
Quilter Plc
DECREASED
Shares741,075 from 741,791
Change-716 (0%)
Value$245.2M (+$2.4M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares736,097 from 688,749
Change+47,348 (+7%)
Value$243.5M (+$18.1M)
Filed 2026-11-02
Alphinity Investment Management Pty Ltd
DECREASED
Shares708,243 from 1,312,865
Change-604,622 (-46%)
Value$234.3M (-$195.4M)
Filed 2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares701,665 from 701,872
Change-207 (0%)
Value$232.1M (+$2.4M)
Filed 2026-10-20
Mirova US LLC
INCREASED
Shares685,563 from 31,658
Change+653,905 (+2066%)
Value$226.8M (+$216.4M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares681,614 from 687,077
Change-5,463 (-1%)
Value$225.5K (-$224.7M)
Filed 2026-11-02
Boston Trust Walden Corp
DECREASED
Shares677,766 from 726,541
Change-48,775 (-7%)
Value$224.2M (-$13.6M)
Filed 2026-10-30
State of Michigan Retirement System
DECREASED
Shares667,831 from 686,031
Change-18,200 (-3%)
Value$220.9M (-$3.6M)
Filed 2026-10-27
ProShare Advisors LLC
DECREASED
Shares658,304 from 671,683
Change-13,379 (-2%)
Value$217.8M (-$2.1M)
Filed 2026-10-29
Swiss Life Asset Management Ltd
INCREASED
Shares650,695 from 512,674
Change+138,021 (+27%)
Value$215.3M (+$47.5M)
Filed 2026-11-03
James Hambro & Partners LLP
DECREASED
Shares648,109 from 655,842
Change-7,733 (-1%)
Value$214.4M (-$194.4K)
Filed 2026-10-19
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED
Shares642,919 from 687,767
Change-44,848 (-7%)
Value$212.7M (-$12.4M)
Filed 2026-10-15
Welch & Forbes LLC
DECREASED
Shares635,872 from 645,494
Change-9,622 (-1%)
Value$210.4M (-$924.0K)
Filed 2026-11-04
Montrusco Bolton Investments Inc.
DECREASED
Shares635,233 from 924,638
Change-289,405 (-31%)
Value$210.2M (-$92.5M)
Filed 2026-10-13
IFM Investors Pty Ltd
INCREASED
Shares615,692 from 602,652
Change+13,040 (+2%)
Value$203.7M (+$6.4M)
Filed 2026-10-14
Daiwa Securities Group Inc.
INCREASED
Shares611,494 from 599,047
Change+12,447 (+2%)
Value$202.3M (+$6.2M)
Filed 2026-10-29
Ferguson Wellman Capital Management, Inc
DECREASED
Shares609,443 from 728,201
Change-118,758 (-16%)
Value$201.6M (-$36.7M)
Filed 2026-10-05
Lido Advisors, LLC
INCREASED
Shares601,916 from 557,608
Change+44,308 (+8%)
Value$199.1M (+$16.6M)
Filed 2026-11-04
Williams Jones Wealth Management, Llc.
INCREASED
Shares600,467 from 573,129
Change+27,338 (+5%)
Value$198.7M (+$11.1M)
Filed 2026-11-05
Union Bancaire Privee, UBP SA
INCREASED
Shares599,953 from 570,073
Change+29,880 (+5%)
Value$197.9M (+$17.6M)
Filed 2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares587,284 from 591,831
Change-4,547 (-1%)
Value$194.3M (+$567.1K)
Filed 2026-11-03
Gateway Investment Advisers LLC
INCREASED
Shares559,011 from 557,205
Change+1,806 (+0%)
Value$184.9M (+$2.5M)
Filed 2026-10-13
Douglas Lane & Associates, LLC
DECREASED
Shares552,992 from 581,483
Change-28,491 (-5%)
Value$182.9M (-$7.4M)
Filed 2026-10-09
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED
Shares545,284 from 550,820
Change-5,536 (-1%)
Value$180.4M (+$96.4K)
Filed 2026-10-19
Sarasin & Partners LLP
DECREASED
Shares541,683 from 602,262
Change-60,579 (-10%)
Value$179.2M (-$17.9M)
Filed 2026-10-13
Parnassus Investments, LLC
DECREASED
Shares540,099 from 562,698
Change-22,599 (-4%)
Value$178.7M (-$5.5M)
Filed 2026-10-22
Aegon Asset Management UK PLC
DECREASED
Shares534,031 from 572,949
Change-38,918 (-7%)
Value$176.7M (-$10.9M)
Filed 2026-11-04
Xponance LLC
INCREASED
Shares524,793 from 495,998
Change+28,795 (+6%)
Value$173.6M (+$11.3M)
Filed 2026-11-03
Factory Mutual Insurance Co
DECREASED
Shares514,875 from 516,575
Change-1,700 (0%)
Value$170.3M (+$1.2M)
Filed 2026-10-30
Candriam S.C.A.
DECREASED
Shares513,198 from 544,268
Change-31,070 (-6%)
Value$170.4M (-$7.6M)
Filed 2026-11-03
Midwest Trust Co
DECREASED
Shares509,751 from 512,205
Change-2,454 (0%)
Value$168.6M (+$980.9K)
Filed 2026-10-22
Neos Investment Management LLC
INCREASED
Shares498,800 from 438,527
Change+60,273 (+14%)
Value$165.0M (+$21.5M)
Filed 2026-11-04
Rakuten Investment Management, Inc.
INCREASED
Shares477,115 from 438,419
Change+38,696 (+9%)
Value$159.8M (+$15.4M)
Filed 2026-10-30
ABN Amro Investment Solutions
INCREASED
Shares468,823 from 383,145
Change+85,678 (+22%)
Value$155.1M (+$29.7M)
Filed 2026-10-21
LSV Asset Management
DECREASED
Shares466,226 from 487,792
Change-21,566 (-4%)
Value$154.2M (-$5.4M)
Filed 2026-11-06
Achmea Investment Management B.V.
INCREASED
Shares464,430 from 332,824
Change+131,606 (+40%)
Value$153.8M (+$44.8M)
Filed 2026-10-30
Davenport & Co LLC
DECREASED
Shares454,849 from 520,419
Change-65,570 (-13%)
Value$150.8M (-$19.8M)
Filed 2026-10-14
Oppenheimer Asset Management Inc.
INCREASED
Shares451,802 from 440,848
Change+10,954 (+2%)
Value$149.5M (+$5.2M)
Filed 2026-10-27
ASR Vermogensbeheer N.V.
INCREASED
Shares449,825 from 430,472
Change+19,353 (+5%)
Value$148.8M (+$7.9M)
Filed 2026-10-16
Amalgamated Bank
DECREASED
Shares446,621 from 461,859
Change-15,238 (-3%)
Value$147.8K (-$151.0M)
Filed 2026-10-23
Border to Coast Pensions Partnership Ltd
INCREASED
Shares439,939 from 399,401
Change+40,538 (+10%)
Value$145.3K (-$130.5M)
Filed 2026-10-09
Allworth Financial LP
INCREASED
Shares431,897 from 369,423
Change+62,474 (+17%)
Value$141.4M (+$20.4M)
Filed 2026-11-06
Virginia Retirement Systems ET Al
INCREASED
Shares427,538 from 390,538
Change+37,000 (+9%)
Value$141.4M (+$13.6M)
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares420,584 from 386,843
Change+33,741 (+9%)
Value$139.1M (+$12.5M)
Filed 2026-10-26
Staley Capital Advisers Inc
DECREASED
Shares408,941 from 411,588
Change-2,647 (-1%)
Value$135.3M (+$565.0K)
Filed 2026-11-06
Eastern Bank
DECREASED
Shares408,715 from 408,756
Change-41 (0%)
Value$135.2M (+$1.4M)
Filed 2026-10-05
OP Asset Management Ltd
INCREASED
Shares404,850 from 302,068
Change+102,782 (+34%)
Value$133.9M (+$35.1M)
Filed 2026-11-05
Glenview Trust Co
INCREASED
Shares404,272 from 402,882
Change+1,390 (+0%)
Value$133.7M (+$1.9M)
Filed 2026-10-28
Hardy Reed LLC
INCREASED
Shares402,387 from 401,332
Change+1,055 (+0%)
Value$133.1M (+$1.8M)
Filed 2026-11-06
Guidance Point Advisors, LLC
INCREASED
Shares401,010 from 401,007
Change+3 (0%)
Value$132.7M (+$1.4M)
Filed 2026-10-15
AGF Management LTD
DECREASED
Shares399,861 from 452,551
Change-52,690 (-12%)
Value$132.3M (-$15.8M)
Filed 2026-11-03
Pinnacle Associates LTD
DECREASED
Shares396,243 from 413,954
Change-17,711 (-4%)
Value$131.1M (-$4.4M)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares395,727 from 392,911
Change+2,816 (+1%)
Value$130.9M (+$2.3M)
Filed 2026-10-28
Police & Firemen's Retirement System of New Jersey
DECREASED
Shares393,911 from 401,188
Change-7,277 (-2%)
Value$130.3M (-$1.0M)
Filed 2026-11-09
Tctc Holdings, LLC
INCREASED
Shares388,500 from 388,195
Change+305 (+0%)
Value$128.5M (+$1.5M)
Filed 2026-11-02
Smead Capital Management, Inc.
DECREASED
Shares385,586 from 392,900
Change-7,314 (-2%)
Value$127.6M (-$1.0M)
Filed 2026-10-16
Wealthfront Advisers LLC
INCREASED
Shares380,217 from 372,908
Change+7,309 (+2%)
Value$125.8M (+$3.7M)
Filed 2026-11-09
Quintet Private Bank (Europe) S.A.
INCREASED
Shares378,587 from 258,869
Change+119,718 (+46%)
Value$125.2M (+$40.5M)
Filed 2026-10-08
Migdal Insurance & Financial Holdings Ltd.
DECREASED
Shares373,798 from 375,197
Change-1,399 (0%)
Value$123.7M (+$854.3K)
Filed 2026-11-09
UMB Bank, n.a.
DECREASED
Shares373,030 from 389,201
Change-16,171 (-4%)
Value$123.4M (-$4.0M)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares370,423 from 221,096
Change+149,327 (+68%)
Value$122.5M (+$48.2M)
Filed 2026-11-06
New York Life Investment Management LLC
DECREASED
Shares369,750 from 373,305
Change-3,555 (-1%)
Value$122.3M (+$130.5K)
Filed 2026-11-04
Carnegie Investment Counsel
DECREASED
Shares363,900 from 375,035
Change-11,135 (-3%)
Value$117.7M (-$2.2M)
Filed 2026-10-20
Associated Banc-Corp
DECREASED
Shares360,535 from 380,490
Change-19,955 (-5%)
Value$119.3M (-$5.3M)
Filed 2026-10-30
Principle Wealth Partners LLC
DECREASED
Shares357,736 from 357,917
Change-181 (0%)
Value$118.3M (+$1.2M)
Filed 2026-11-02
Squarepoint Ops LLC
INCREASED
Shares355,258 from 128,664
Change+226,594 (+176%)
Value$117.5M (+$75.4M)
Filed 2026-11-09
Sapient Capital LLC
DECREASED
Shares349,572 from 351,479
Change-1,907 (-1%)
Value$115.6M (+$599.3K)
Filed 2026-10-08
Pzena Investment Management LLC
INCREASED
Shares341,131 from 334,094
Change+7,037 (+2%)
Value$112.9M (+$3.5M)
Filed 2026-10-30
Cullen T Bankers, Inc.
DECREASED
Shares338,463 from 343,499
Change-5,036 (-1%)
Value$112.0M (-$463.7K)
Filed 2026-10-28
Citizens Financial Group Inc
INCREASED
Shares336,027 from 331,758
Change+4,269 (+1%)
Value$111.2M (+$2.6M)
Filed 2026-10-23
Vontobel Holding Ltd.
INCREASED
Shares333,605 from 328,793
Change+4,812 (+1%)
Value$110.4M (+$2.7M)
Filed 2026-10-16
Henshaw Capital LLC
DECREASED
Shares332,563 from 332,564
Change-1 (0%)
Value$110.0M (+$1.2M)
Filed 2026-11-03
Aware Super Pty Ltd as trustee of Aware Super
INCREASED
Shares331,897 from 270,680
Change+61,217 (+23%)
Value$109.8M (+$21.2M)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares331,813 from 277,039
Change+54,774 (+20%)
Value$109.8M (+$19.1M)
Filed 2026-10-16
Oregon Public Employees Retirement Fund
DECREASED
Shares326,818 from 329,476
Change-2,658 (-1%)
Value$108.1M (+$273.8K)
Filed 2026-10-30
Vaughan David Investments LLC
DECREASED
Shares326,246 from 329,846
Change-3,600 (-1%)
Value$107.9M (-$36.0K)
Filed 2026-11-05
Waters Parkerson & Co., LLC
DECREASED
Shares323,080 from 330,333
Change-7,253 (-2%)
Value$106.9M (-$1.2M)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares322,714 from 325,397
Change-2,683 (-1%)
Value$106.8M (+$251.0K)
Filed 2026-11-06
Daymark Wealth Partners, LLC
INCREASED
Shares321,058 from 311,115
Change+9,943 (+3%)
Value$106.2M (+$4.4M)
Filed 2026-11-04
Meyer Handelman Co
INCREASED
Shares319,428 from 317,169
Change+2,259 (+1%)
Value$105.7M (+$1.9M)
Filed 2026-10-28
Fort Washington Investment Advisors Inc
INCREASED
Shares318,898 from 318,112
Change+786 (+0%)
Value$105.5M (+$1.4M)
Filed 2026-10-15
OFI Invest Asset Management
DECREASED
Shares317,718 from 327,756
Change-10,038 (-3%)
Value$93.2M (-$1.3M)
Filed 2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED
Shares314,917 from 314,532
Change+385 (+0%)
Value$104.2M (+$1.2M)
Filed 2026-11-05
E. Ohman J:or Asset Management AB
DECREASED
Shares313,441 from 316,051
Change-2,610 (-1%)
Value$103.7M (+$242.7K)
Filed 2026-10-22
Roffman Miller Associates Inc
INCREASED
Shares308,261 from 227,318
Change+80,943 (+36%)
Value$73.9M (-$496.2K)
Filed 2026-10-19
Barr E S & Co
DECREASED
Shares307,835 from 333,377
Change-25,542 (-8%)
Value$101.8M (-$7.3M)
Filed 2026-11-06
Donaldson Capital Management, LLC
DECREASED
Shares299,239 from 300,144
Change-905 (0%)
Value$99.0M (+$751.2K)
Filed 2026-11-09
Mutual of America Capital Management LLC
DECREASED
Shares298,541 from 303,176
Change-4,635 (-2%)
Value$98.8M (-$472.3K)
Filed 2026-10-23
Raiffeisen Bank International AG
DECREASED
Shares296,387 from 327,698
Change-31,311 (-10%)
Value$99.3M (-$8.7M)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares294,011 from 251,991
Change+42,020 (+17%)
Value$97.3M (+$14.8M)
Filed 2026-10-29
Bowen Hanes & Co Inc
INCREASED
Shares292,285 from 275,470
Change+16,815 (+6%)
Value$96.7M (+$15.7M)
Filed 2026-11-09
Yousif Capital Management, LLC
DECREASED
Shares291,954 from 293,651
Change-1,697 (-1%)
Value$96.6M (+$466.4K)
Filed 2026-10-22
Park National Corp
DECREASED
Shares289,493 from 299,326
Change-9,833 (-3%)
Value$95.8M (-$2.2M)
Filed 2026-10-05
HB Wealth Management, LLC
INCREASED
Shares282,468 from 259,187
Change+23,281 (+9%)
Value$93.4M (+$8.6M)
Filed 2026-10-23
Crestwood Advisors Group, LLC
INCREASED
Shares277,466 from 274,922
Change+2,544 (+1%)
Value$91.8M (+$1.8M)
Filed 2026-10-27
Welch Group, LLC
DECREASED
Shares276,650 from 276,835
Change-185 (0%)
Value$91.5M (+$907.9K)
Filed 2026-10-29
Vest Financial, LLC
INCREASED
Shares276,446 from 255,362
Change+21,084 (+8%)
Value$91.5M (+$7.9M)
Filed 2026-10-21
Merit Financial Group, LLC
INCREASED
Shares274,422 from 245,022
Change+29,400 (+12%)
Value$90.8M (+$10.6M)
Filed 2026-11-06
Smith Chas P & Associates PA Cpas
DECREASED
Shares272,271 from 288,483
Change-16,212 (-6%)
Value$92.5M (-$1.9M)
Filed 2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares271,308 from 274,631
Change-3,323 (-1%)
Value$89.8M (-$138.2K)
Filed 2026-10-22
State of Alaska, Department of Revenue
DECREASED
Shares268,618 from 279,362
Change-10,744 (-4%)
Value$88.9K (-$91.4M)
Filed 2026-10-15
Prospera Financial Services Inc
INCREASED
Shares263,441 from 229,858
Change+33,583 (+15%)
Value$88.8M (+$13.6M)
Filed 2026-11-04
North Star Investment Management Corp.
INCREASED
Shares263,073 from 262,927
Change+146 (+0%)
Value$87.0M (+$968.6K)
Filed 2026-10-27
Clearstead Advisors, LLC
DECREASED
Shares262,263 from 263,732
Change-1,469 (-1%)
Value$86.8M (+$434.0K)
Filed 2026-11-06
Florida Trust Wealth Management Co
DECREASED
Shares260,803 from 261,453
Change-650 (0%)
Value$86.3M (+$700.0K)
Filed 2026-11-05
Venture Visionary Partners LLC
INCREASED
Shares259,653 from 256,731
Change+2,922 (+1%)
Value$85.9M (+$1.9M)
Filed 2026-10-07
American Assets Investment Management, LLC
UNCHANGED
Shares259,400 from 259,400
Change0 (0%)
Value$60.1M (+$491.1K)
Filed 2026-10-30
Country Trust Bank
DECREASED
Shares257,489 from 259,654
Change-2,165 (-1%)
Value$85.2M (+$192.5K)
Filed 2026-10-30
Markel Group Inc.
UNCHANGED
Shares252,550 from 252,550
Change0 (0%)
Value$83.6M (+$883.9K)
Filed 2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares251,739 from 263,591
Change-11,852 (-4%)
Value$83.3M (-$3.0M)
Filed 2026-10-05
Chilton Capital Management LLC
DECREASED
Shares250,502 from 268,794
Change-18,292 (-7%)
Value$82.9M (-$5.1M)
Filed 2026-10-28
Nicholas Company, Inc.
DECREASED
Shares244,420 from 248,520
Change-4,100 (-2%)
Value$80.9M (-$486.6K)
Filed 2026-11-05
Wesbanco Bank Inc
DECREASED
Shares243,171 from 298,981
Change-55,810 (-19%)
Value$80.4M (-$17.4M)
Filed 2026-11-04
Salem Investment Counselors Inc
INCREASED
Shares242,612 from 242,447
Change+165 (+0%)
Value$80.3M (+$903.2K)
Filed 2026-10-13
Todd Asset Management LLC
DECREASED
Shares241,203 from 244,161
Change-2,958 (-1%)
Value$79.8M (-$123.8K)
Filed 2026-10-27
iA Global Asset Management Inc.
DECREASED
Shares239,116 from 252,825
Change-13,709 (-5%)
Value$79.1K (-$82.7M)
Filed 2026-10-29
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares239,030 from 239,030
Change0 (0%)
Value$79.1M (+$858.0K)
Filed 2026-11-09
Capital Investment Advisors, LLC
INCREASED
Shares238,914 from 235,686
Change+3,228 (+1%)
Value$79.0M (+$1.9M)
Filed 2026-10-22
Americana Partners, LLC
DECREASED
Shares238,176 from 239,187
Change-1,011 (0%)
Value$78.8M (+$502.7K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED
Shares237,729 from 245,528
Change-7,799 (-3%)
Value$78.6M (-$1.7M)
Filed 2026-10-23
ZWJ Investment Counsel Inc
INCREASED
Shares231,226 from 225,108
Change+6,118 (+3%)
Value$76.5M (+$2.8M)
Filed 2026-10-15
Apollon Wealth Management, LLC
INCREASED
Shares229,483 from 221,179
Change+8,304 (+4%)
Value$75.9M (+$3.5M)
Filed 2026-10-23
Illinois Municipal Retirement Fund
DECREASED
Shares228,946 from 230,826
Change-1,880 (-1%)
Value$75.7M (+$185.9K)
Filed 2026-11-05
Crossmark Global Holdings, Inc.
INCREASED
Shares228,771 from 225,657
Change+3,114 (+1%)
Value$75.7M (+$1.8M)
Filed 2026-10-21
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED
Shares227,154 from 227,154
Change0 (0%)
Value$75.1M (+$795.0K)
Filed 2026-11-09
KCM Investment Advisors LLC
DECREASED
Shares226,037 from 227,545
Change-1,508 (-1%)
Value$74.8M (+$297.7K)
Filed 2026-10-27
Washington Trust Co
DECREASED
Shares225,981 from 228,325
Change-2,344 (-1%)
Value$74.8M (+$23.7K)
Filed 2026-10-22
Baker Avenue Asset Management, LP
INCREASED
Shares223,739 from 221,738
Change+2,001 (+1%)
Value$74.0M (+$1.4M)
Filed 2026-11-06
Busey Bank
DECREASED
Shares217,989 from 220,073
Change-2,084 (-1%)
Value$72.1M (+$80.7K)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares217,663 from 209,540
Change+8,123 (+4%)
Value$72.0M (+$3.4M)
Filed 2026-10-15
Mcdonald Capital Investors Inc
DECREASED
Shares217,302 from 247,821
Change-30,519 (-12%)
Value$71.9M (-$9.2M)
Filed 2026-10-27
Trust Co of Vermont
DECREASED
Shares215,573 from 215,608
Change-35 (0%)
Value$71.3M (+$743.0K)
Filed 2026-10-21
Bokf, NA
DECREASED
Shares214,696 from 223,025
Change-8,329 (-4%)
Value$71.0M (-$2.0M)
Filed 2026-10-27
Gulf International Bank (UK) Ltd
UNCHANGED
Shares206,989 from 206,989
Change0 (0%)
Value$68.5K (-$67.7M)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares206,437 from 204,412
Change+2,025 (+1%)
Value$68.3M (+$1.4M)
Filed 2026-10-28
Kimelman & Baird, LLC
DECREASED
Shares205,013 from 206,537
Change-1,524 (-1%)
Value$67.8M (+$218.7K)
Filed 2026-11-03
Adams Diversified Equity Fund, Inc.
UNCHANGED
Shares204,863 from 204,863
Change0 (0%)
Value$67.8M (+$717.0K)
Filed 2026-10-21
Seizert Capital Partners, LLC
DECREASED
Shares204,442 from 216,882
Change-12,440 (-6%)
Value$67.6M (-$3.4M)
Filed 2026-10-30
Moody Lynn Lieberson & Walker, LLC
INCREASED
Shares204,263 from 195,923
Change+8,340 (+4%)
Value$67.6M (+$3.4M)
Filed 2026-10-14
Oakworth Capital, Inc.
DECREASED
Shares202,902 from 203,525
Change-623 (0%)
Value$67.1M (+$35.5K)
Filed 2026-10-26
Deprince Race & Zollo Inc
DECREASED
Shares202,889 from 204,646
Change-1,757 (-1%)
Value$67.1M (+$135.0K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED
Shares201,641 from 196,682
Change+4,959 (+3%)
Value$66.7M (+$2.3M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares200,767 from 167,272
Change+33,495 (+20%)
Value$66.4M (+$11.7M)
Filed 2026-10-08
Bank Pictet & Cie (Europe) AG
DECREASED
Shares200,622 from 202,264
Change-1,642 (-1%)
Value$66.4M (+$164.7K)
Filed 2026-10-20
Modera Wealth Management, LLC
DECREASED
Shares200,189 from 205,295
Change-5,106 (-2%)
Value$66.2M (-$970.8K)
Filed 2026-10-28
Picton Mahoney Asset Management
INCREASED
Shares193,939 from 185,755
Change+8,184 (+4%)
Value$64.2M (+$3.4M)
Filed 2026-11-09
Northeast Investment Management
DECREASED
Shares193,867 from 194,762
Change-895 (0%)
Value$64.1M (+$385.6K)
Filed 2026-10-30
Lazard Freres Gestion S.A.S.
INCREASED
Shares193,717 from 185,508
Change+8,209 (+4%)
Value$64.1M (+$3.4M)
Filed 2026-11-03
Ethic Inc.
INCREASED
Shares188,691 from 92,027
Change+96,664 (+105%)
Value$62.4M (+$32.3M)
Filed 2026-11-03
Argent Capital Management LLC
DECREASED
Shares188,290 from 194,449
Change-6,159 (-3%)
Value$62.3M (-$1.4M)
Filed 2026-10-05
Howard Capital Management Group, LLC
DECREASED
Shares187,825 from 188,440
Change-615 (0%)
Value$62.1M (+$456.1K)
Filed 2026-10-16
Gradient Investments LLC
DECREASED
Shares185,011 from 205,948
Change-20,937 (-10%)
Value$61.2M (-$6.2M)
Filed 2026-10-08
Mill Capital Management, LLC
DECREASED
Shares184,602 from 198,650
Change-14,048 (-7%)
Value$61.1M (-$4.0M)
Filed 2026-10-26
Fisher Funds Management LTD
INCREASED
Shares184,343 from 151,953
Change+32,390 (+21%)
Value$61.0M (+$11.2M)
Filed 2026-10-13
AlphaCore Capital LLC
INCREASED
Shares182,671 from 130,321
Change+52,350 (+40%)
Value$60.4M (+$17.8M)
Filed 2026-11-04
Sterling Capital Management LLC
DECREASED
Shares182,669 from 221,144
Change-38,475 (-17%)
Value$60.4M (-$12.0M)
Filed 2026-10-22
Generali Asset Management SPA SGR
INCREASED
Shares178,540 from 163,433
Change+15,107 (+9%)
Value$59.1M (+$5.6M)
Filed 2026-10-26
Levin Capital Strategies, L.P.
INCREASED
Shares175,825 from 175,800
Change+25 (+0%)
Value$58.2M (+$623.7K)
Filed 2026-11-02
Meridian Wealth Management, LLC
DECREASED
Shares174,817 from 195,616
Change-20,799 (-11%)
Value$57.8M (-$6.2M)
Filed 2026-11-05
Heritage Investors Management Corp
DECREASED
Shares174,674 from 185,967
Change-11,293 (-6%)
Value$57.8K (-$60.8M)
Filed 2026-10-29
Braun Stacey Associates Inc
INCREASED
Shares174,248 from 173,933
Change+315 (+0%)
Value$57.6M (+$713.0K)
Filed 2026-10-19
Clifford Swan Investment Counsel LLC
DECREASED
Shares173,804 from 174,259
Change-455 (0%)
Value$57.5M (+$459.5K)
Filed 2026-11-05
Randolph Co Inc
INCREASED
Shares171,399 from 171,309
Change+90 (+0%)
Value$56.7M (+$629.1K)
Filed 2026-10-23
Eagle Global Advisors LLC
INCREASED
Shares170,412 from 170,365
Change+47 (+0%)
Value$56.4M (+$611.8K)
Filed 2026-11-02
Triglav Investments, D.O.O.
INCREASED
Shares169,578 from 149,596
Change+19,982 (+13%)
Value$56.1M (+$7.1M)
Filed 2026-11-06
SouthState Bank Corp
DECREASED
Shares169,275 from 169,973
Change-698 (0%)
Value$56.0M (+$364.0K)
Filed 2026-11-09
Choreo, LLC
INCREASED
Shares169,132 from 159,145
Change+9,987 (+6%)
Value$56.0M (+$3.9M)
Filed 2026-10-28
Vantage Investment Partners, LLC
DECREASED
Shares168,796 from 174,888
Change-6,092 (-3%)
Value$55.8M (-$1.4M)
Filed 2026-10-27
Chesley Taft & Associates LLC
DECREASED
Shares168,747 from 171,069
Change-2,322 (-1%)
Value$55.8M (-$169.4K)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares166,504 from 164,625
Change+1,879 (+1%)
Value$55.1K (-$53.8M)
Filed 2026-10-26
NFJ Investment Group, LLC
DECREASED
Shares164,682 from 168,025
Change-3,343 (-2%)
Value$54.5M (-$517.9K)
Filed 2026-11-09
Smith Salley Wealth Management
INCREASED
Shares164,348 from 162,429
Change+1,919 (+1%)
Value$54.4M (+$1.2M)
Filed 2026-11-03
Maryland State Retirement & Pension System
INCREASED
Shares163,833 from 143,851
Change+19,982 (+14%)
Value$54.2M (+$7.1M)
Filed 2026-11-05
Cornerstone Advisors, LLC
DECREASED
Shares162,743 from 184,785
Change-22,042 (-12%)
Value$53.8M (-$6.6M)
Filed 2026-11-06
Parsons Capital Management Inc
DECREASED
Shares162,048 from 162,510
Change-462 (0%)
Value$53.6M (+$415.9K)
Filed 2026-10-28
Nexus Investment Management ULC
DECREASED
Shares161,844 from 180,374
Change-18,530 (-10%)
Value$53.5M (-$5.5M)
Filed 2026-10-27
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED
Shares161,392 from 156,450
Change+4,942 (+3%)
Value$53.4M (+$2.2M)
Filed 2026-11-06
Central Trust Co
DECREASED
Shares161,010 from 163,219
Change-2,209 (-1%)
Value$53.3M (-$159.4K)
Filed 2026-11-05
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares160,900 from 160,900
Change0 (0%)
Value$53.2M (+$563.2K)
Filed 2026-10-28
M&G Plc
DECREASED
Shares160,624 from 270,161
Change-109,537 (-41%)
Value$53.2M (-$35.2M)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares160,269 from 142,934
Change+17,335 (+12%)
Value$53.0M (+$6.2M)
Filed 2026-10-22
Deroy & Devereaux Private Investment Counsel Inc
INCREASED
Shares160,128 from 159,053
Change+1,075 (+1%)
Value$53.0K (-$52.0M)
Filed 2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED
Shares157,295 from 153,504
Change+3,791 (+2%)
Value$52.1M (+$634.6K)
Filed 2026-10-13
Allen Investment Management, LLC
INCREASED
Shares156,436 from 155,655
Change+781 (+1%)
Value$51.8M (+$803.2K)
Filed 2026-11-03
Marco Investment Management LLC
DECREASED
Shares155,145 from 157,783
Change-2,638 (-2%)
Value$51.3M (-$320.5K)
Filed 2026-11-09
Farmers & Merchants Investments Inc
INCREASED
Shares154,589 from 153,996
Change+593 (+0%)
Value$51.1M (+$735.2K)
Filed 2026-10-22
First Horizon Corp
INCREASED
Shares152,941 from 152,877
Change+64 (+0%)
Value$50.6M (+$556.2K)
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
DECREASED
Shares152,782 from 164,655
Change-11,873 (-7%)
Value$50.5M (-$3.4M)
Filed 2026-10-13
Franklin Street Advisors Inc
DECREASED
Shares151,956 from 154,156
Change-2,200 (-1%)
Value$50.3M (-$188.2K)
Filed 2026-10-13
Bailard, Inc.
INCREASED
Shares151,584 from 151,505
Change+79 (+0%)
Value$50.1M (+$556.4K)
Filed 2026-10-13
Maple Capital Management, Inc.
DECREASED
Shares151,245 from 156,748
Change-5,503 (-4%)
Value$50.0M (-$1.3M)
Filed 2026-11-02
Wilsey Asset Management Inc
DECREASED
Shares150,160 from 151,901
Change-1,741 (-1%)
Value$49.7M (-$44.2K)
Filed 2026-10-21
First National Trust Co
DECREASED
Shares150,153 from 155,919
Change-5,766 (-4%)
Value$49.7M (-$1.4M)
Filed 2026-10-28
LBP AM SA
DECREASED
Shares149,784 from 182,506
Change-32,722 (-18%)
Value$49.6M (-$10.2M)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED
Shares149,625 from 151,129
Change-1,504 (-1%)
Value$49.5M (+$31.3K)
Filed 2026-10-20
Fifth Third Wealth Advisors LLC
INCREASED
Shares147,554 from 145,144
Change+2,410 (+2%)
Value$48.8M (+$1.3M)
Filed 2026-10-22
Highland Capital Management, LLC
DECREASED
Shares146,566 from 150,626
Change-4,060 (-3%)
Value$48.5M (-$816.1K)
Filed 2026-10-26
Hartford Investment Management Co
DECREASED
Shares142,336 from 148,204
Change-5,868 (-4%)
Value$47.1M (-$1.4M)
Filed 2026-11-04
Chicago Capital, LLC
INCREASED
Shares142,228 from 139,172
Change+3,056 (+2%)
Value$47.1M (+$1.5M)
Filed 2026-10-13
Fishman JAY A LTD
DECREASED
Shares141,954 from 150,214
Change-8,260 (-5%)
Value$47.0M (-$2.2M)
Filed 2026-10-26
Noesis Capital Mangement Corp
INCREASED
Shares141,015 from 139,566
Change+1,449 (+1%)
Value$46.7M (+$967.7K)
Filed 2026-10-26
Carret Asset Management, LLC
DECREASED
Shares141,010 from 142,669
Change-1,659 (-1%)
Value$46.7M (-$49.3K)
Filed 2026-11-04
HUB Investment Partners, LLC
DECREASED
Shares140,054 from 166,772
Change-26,718 (-16%)
Value$46.3M (-$8.3M)
Filed 2026-11-03
Central Securities Corp
UNCHANGED
Shares140,000 from 140,000
Change0 (0%)
Value$46.3M (+$490.0K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares139,435 from 136,858
Change+2,577 (+2%)
Value$46.1M (+$1.3M)
Filed 2026-11-03
Private Wealth Partners, LLC
DECREASED
Shares139,317 from 140,251
Change-934 (-1%)
Value$46.1M (+$182.0K)
Filed 2026-10-22
71 West Capital Partners
INCREASED
Shares137,635 from 136,313
Change+1,322 (+1%)
Value$45.5M (+$914.5K)
Filed 2026-11-04
Kanawha Capital Management LLC
INCREASED
Shares137,127 from 136,735
Change+392 (+0%)
Value$45.4M (+$608.3K)
Filed 2026-10-19
Penobscot Investment Management Company, Inc.
INCREASED
Shares136,867 from 135,777
Change+1,090 (+1%)
Value$45.3M (+$835.8K)
Filed 2026-10-26
First Citizens Bank & Trust Co
INCREASED
Shares136,045 from 114,604
Change+21,441 (+19%)
Value$45.0M (+$7.5M)
Filed 2026-10-14
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED
Shares134,605 from 120,843
Change+13,762 (+11%)
Value$44.5M (+$5.0M)
Filed 2026-10-22
First American Bank
DECREASED
Shares134,497 from 136,259
Change-1,762 (-1%)
Value$44.5M (-$106.0K)
Filed 2026-10-27
New Mexico Educational Retirement Board
UNCHANGED
Shares134,050 from 134,050
Change0 (0%)
Value$44.3M (+$469.0K)
Filed 2026-11-05
Lowe Brockenbrough & Co Inc
DECREASED
Shares132,742 from 136,772
Change-4,030 (-3%)
Value$43.9M (-$855.1K)
Filed 2026-11-09
Lmcg Investments, LLC
DECREASED
Shares132,527 from 134,321
Change-1,794 (-1%)
Value$43.8M (-$123.3K)
Filed 2026-10-21
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares132,330 from 118,488
Change+13,842 (+12%)
Value$43.8M (+$5.0M)
Filed 2026-10-30
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares131,629 from 133,139
Change-1,510 (-1%)
Value$43.5M (-$33.7K)
Filed 2026-11-04
Louisiana State Employees Retirement System
DECREASED
Shares130,700 from 136,900
Change-6,200 (-5%)
Value$43.2M (-$1.6M)
Filed 2026-10-20
Ag2r LA Mondiale Gestion D'actifs
DECREASED
Shares130,096 from 141,369
Change-11,273 (-8%)
Value$43.0M (-$3.2M)
Filed 2026-10-26
Cambiar Investors LLC
DECREASED
Shares129,628 from 158,924
Change-29,296 (-18%)
Value$42.9M (-$9.1M)
Filed 2026-11-04
Matrix Asset Advisors Inc
DECREASED
Shares129,211 from 132,893
Change-3,682 (-3%)
Value$42.7M (-$753.0K)
Filed 2026-10-13
Imc-Chicago, LLC
DECREASED
Shares128,468 from 279,599
Change-151,131 (-54%)
Value$42.5M (-$49.0M)
Filed 2026-11-05
Neville Rodie & Shaw Inc
DECREASED
Shares128,162 from 128,730
Change-568 (0%)
Value$42.4K (+$263)
Filed 2026-10-05
Congress Asset Management Co
INCREASED
Shares127,614 from 104,517
Change+23,097 (+22%)
Value$42.2M (+$8.0M)
Filed 2026-10-06
Narwhal Capital Management
DECREASED
Shares125,897 from 129,578
Change-3,681 (-3%)
Value$41.7M (-$764.1K)
Filed 2026-11-04
Clear Harbor Asset Management, LLC
INCREASED
Shares125,212 from 98,481
Change+26,731 (+27%)
Value$41.4M (+$9.2M)
Filed 2026-11-05
Moors & Cabot, Inc.
INCREASED
Shares124,852 from 123,524
Change+1,328 (+1%)
Value$41.3M (+$871.6K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares123,853 from 114,132
Change+9,721 (+9%)
Value$41.0M (+$3.6M)
Filed 2026-10-08
Verity & Verity, LLC
DECREASED
Shares123,837 from 124,033
Change-196 (0%)
Value$41.0M (+$369.3K)
Filed 2026-10-23
AIA Group Ltd
DECREASED
Shares123,746 from 142,918
Change-19,172 (-13%)
Value$40.9M (-$5.8M)
Filed 2026-10-30
Conning Inc.
DECREASED
Shares122,400 from 134,209
Change-11,809 (-9%)
Value$40.5M (-$3.4M)
Filed 2026-10-27
Appleton Partners Inc
DECREASED
Shares121,333 from 124,463
Change-3,130 (-3%)
Value$40.1K (-$40.7M)
Filed 2026-10-30
Heritage Wealth Advisors
DECREASED
Shares121,214 from 123,143
Change-1,929 (-2%)
Value$40.1M (-$206.8K)
Filed 2026-11-09
Payden & Rygel
DECREASED
Shares121,160 from 121,650
Change-490 (0%)
Value$40.1K (-$39.8M)
Filed 2026-10-28
Tokio Marine Asset Management Co LTD
INCREASED
Shares120,267 from 116,871
Change+3,396 (+3%)
Value$39.8M (+$1.5M)
Filed 2026-10-26
NBT Bank, N.A.
DECREASED
Shares119,140 from 122,789
Change-3,649 (-3%)
Value$39.4M (-$777.3K)
Filed 2026-10-21
Adell Harriman & Carpenter Inc
DECREASED
Shares118,440 from 118,553
Change-113 (0%)
Value$39.2M (+$377.5K)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares117,409 from 132,182
Change-14,773 (-11%)
Value$38.8M (-$4.4M)
Filed 2026-10-22
LaFleur & Godfrey LLC
DECREASED
Shares117,236 from 122,829
Change-5,593 (-5%)
Value$38.8M (-$1.4M)
Filed 2026-10-27
Ceredex Value Advisors LLC
DECREASED
Shares116,766 from 124,557
Change-7,791 (-6%)
Value$38.6M (-$2.1M)
Filed 2026-11-09
WestEnd Advisors, LLC
DECREASED
Shares115,396 from 121,431
Change-6,035 (-5%)
Value$38.2M (-$1.6M)
Filed 2026-10-27
BLB&B Advisors, LLC
DECREASED
Shares114,545 from 118,791
Change-4,246 (-4%)
Value$37.9M (-$988.9K)
Filed 2026-10-27
Patten & Patten Inc
DECREASED
Shares113,646 from 116,320
Change-2,674 (-2%)
Value$37.6M (-$477.4K)
Filed 2026-10-26
Nemes Rush Group LLC
DECREASED
Shares113,590 from 114,157
Change-567 (0%)
Value$37.6M (+$212.0K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares113,502 from 113,083
Change+419 (+0%)
Value$37.5M (+$534.5K)
Filed 2026-11-05
Talbot Financial, LLC
INCREASED
Shares112,945 from 112,910
Change+35 (+0%)
Value$37.4M (+$406.7K)
Filed 2026-10-19
Valeo Financial Advisors, LLC
DECREASED
Shares112,777 from 130,662
Change-17,885 (-14%)
Value$37.3M (-$5.5M)
Filed 2026-10-08
Community Trust & Investment Co
DECREASED
Shares112,138 from 136,556
Change-24,418 (-18%)
Value$37.1M (-$7.6M)
Filed 2026-10-15
Villere ST Denis J & Co LLC
DECREASED
Shares110,998 from 116,855
Change-5,857 (-5%)
Value$36.7M (-$1.5M)
Filed 2026-11-04
J.P. Marvel Investment Advisors, LLC
INCREASED
Shares110,719 from 110,715
Change+4 (0%)
Value$36.6M (+$388.8K)
Filed 2026-11-02
Dana Investment Advisors, Inc.
DECREASED
Shares109,878 from 111,619
Change-1,741 (-2%)
Value$36.4M (-$185.5K)
Filed 2026-11-06
HBK Sorce Advisory LLC
DECREASED
Shares109,549 from 110,636
Change-1,087 (-1%)
Value$37.0M (-$2.8M)
Filed 2026-11-06
Freestone Capital Holdings, LLC
DECREASED
Shares109,143 from 112,378
Change-3,235 (-3%)
Value$36.1M (-$676.9K)
Filed 2026-11-09
Hantz Financial Services, Inc.
DECREASED
Shares108,707 from 111,857
Change-3,150 (-3%)
Value$36.0M (-$650.0K)
Filed 2026-11-09
Culbertson A N & Co Inc
DECREASED
Shares108,395 from 108,791
Change-396 (0%)
Value$35.9M (+$249.8K)
Filed 2026-10-21
Rossmore Private Capital
INCREASED
Shares108,233 from 104,381
Change+3,852 (+4%)
Value$35.8M (+$1.6M)
Filed 2026-10-27
Greenleaf Trust
INCREASED
Shares108,167 from 90,431
Change+17,736 (+20%)
Value$35.8M (+$6.2M)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED
Shares108,004 from 104,989
Change+3,015 (+3%)
Value$35.7M (+$1.4M)
Filed 2026-11-03
ARS Wealth Advisors Group, LLC
DECREASED
Shares107,874 from 109,673
Change-1,799 (-2%)
Value$35.7M (-$211.2K)
Filed 2026-10-16
Avanza Fonder AB
INCREASED
Shares106,880 from 97,703
Change+9,177 (+9%)
Value$35.4M (+$3.4M)
Filed 2026-10-13
Private Management Group Inc
DECREASED
Shares106,691 from 109,133
Change-2,442 (-2%)
Value$35.3M (-$426.1K)
Filed 2026-11-04
Abner Herrman & Brock LLC
DECREASED
Shares105,985 from 106,960
Change-975 (-1%)
Value$35.1K (+$52)
Filed 2026-10-20
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares105,535 from 110,073
Change-4,538 (-4%)
Value$34.9K (-$36.0M)
Filed 2026-10-27
Artemis Investment Management LLP
INCREASED
Shares104,141 from 65,464
Change+38,677 (+59%)
Value$34.5M (+$13.0M)
Filed 2026-10-08
Coldstream Capital Management Inc
INCREASED
Shares103,905 from 101,640
Change+2,265 (+2%)
Value$34.4M (+$1.1M)
Filed 2026-11-09
Lyell Wealth Management, LP
INCREASED
Shares103,848 from 103,574
Change+274 (+0%)
Value$34.4M (+$453.4K)
Filed 2026-10-30
Ritholtz Wealth Management
INCREASED
Shares102,900 from 99,633
Change+3,267 (+3%)
Value$34.0M (+$1.4M)
Filed 2026-11-05
ProVise Management Group, LLC
DECREASED
Shares101,956 from 104,741
Change-2,785 (-3%)
Value$33.7M (-$554.6K)
Filed 2026-11-06
KMG Fiduciary Partners, LLC
DECREASED
Shares101,551 from 104,464
Change-2,913 (-3%)
Value$33.6M (-$597.9K)
Filed 2026-10-14
Evergreen Capital Management LLC
INCREASED
Shares101,156 from 97,875
Change+3,281 (+3%)
Value$33.5M (+$1.4M)
Filed 2026-10-23
One Way Holdings LLC
INCREASED
Shares100,718 from 95,954
Change+4,764 (+5%)
Value$33.3M (+$1.9M)
Filed 2026-10-29
Grimes & Co Wealth Management, LLC
INCREASED
Shares100,459 from 93,017
Change+7,442 (+8%)
Value$33.2M (+$2.8M)
Filed 2026-10-29
CWA Asset Management Group, LLC
INCREASED
Shares100,353 from 99,413
Change+940 (+1%)
Value$33.2M (+$659.2K)
Filed 2026-10-19
Forbes J M & Co LLP
INCREASED
Shares100,322 from 99,800
Change+522 (+1%)
Value$33.2M (+$522.0K)
Filed 2026-10-16
Diversified Trust Co
DECREASED
Shares99,636 from 101,235
Change-1,599 (-2%)
Value$33.0M (-$174.3K)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares98,867 from 90,555
Change+8,312 (+9%)
Value$32.7M (+$3.1M)
Filed 2026-10-27
Yarbrough Capital, LLC
UNCHANGED
Shares97,875 from 97,875
Change0 (0%)
Value$32.4M (+$342.6K)
Filed 2026-10-19
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED
Shares97,536 from 99,281
Change-1,745 (-2%)
Value$32.3M (-$229.7K)
Filed 2026-11-03
Anchor Capital Advisors LLC
DECREASED
Shares97,505 from 115,282
Change-17,777 (-15%)
Value$32.3M (-$5.5M)
Filed 2026-11-05
Cidel Asset Management Inc
DECREASED
Shares97,056 from 97,432
Change-376 (0%)
Value$32.1M (+$216.6K)
Filed 2026-10-29
Kornitzer Capital Management Inc
DECREASED
Shares96,831 from 99,333
Change-2,502 (-3%)
Value$32.0M (-$480.1K)
Filed 2026-11-03
Old National Bancorp
DECREASED
Shares96,361 from 98,543
Change-2,182 (-2%)
Value$31.9M (-$377.0K)
Filed 2026-10-20
Hosking Partners LLP
DECREASED
Shares96,152 from 102,010
Change-5,858 (-6%)
Value$31.8M (-$1.6M)
Filed 2026-10-21
Beese Fulmer Investment Management, Inc.
INCREASED
Shares95,736 from 95,120
Change+616 (+1%)
Value$31.7M (+$537.0K)
Filed 2026-10-23
Avity Investment Management Inc.
DECREASED
Shares94,614 from 96,055
Change-1,441 (-1%)
Value$31.3M (-$140.5K)
Filed 2026-10-09
Chicago Partners Investment Group LLC
DECREASED
Shares94,236 from 96,420
Change-2,184 (-2%)
Value$31.2M (-$2.5M)
Filed 2026-10-27
Trust Co of Toledo NA
DECREASED
Shares93,313 from 95,364
Change-2,051 (-2%)
Value$30.9M (-$344.8K)
Filed 2026-10-16
Assenagon Asset Management S.A.
DECREASED
Shares93,151 from 95,313
Change-2,162 (-2%)
Value$30.8M (-$381.7K)
Filed 2026-10-15
Oak Harvest Investment Services
DECREASED
Shares93,086 from 101,694
Change-8,608 (-8%)
Value$30.8M (-$2.5M)
Filed 2026-10-20
Absher Wealth Management, LLC
DECREASED
Shares92,962 from 103,185
Change-10,223 (-10%)
Value$30.8M (-$3.0M)
Filed 2026-11-02
Albion Financial Group
INCREASED
Shares92,833 from 92,161
Change+672 (+1%)
Value$30.7M (+$545.0K)
Filed 2026-10-21
Verdence Capital Advisors LLC
INCREASED
Shares92,507 from 87,633
Change+4,874 (+6%)
Value$30.6M (+$1.9M)
Filed 2026-10-26
Smith Group Asset Management, LLC
DECREASED
Shares92,343 from 151,610
Change-59,267 (-39%)
Value$30.5M (-$19.1M)
Filed 2026-10-27
Level Four Advisory Services, LLC
DECREASED
Shares92,101 from 98,167
Change-6,066 (-6%)
Value$30.5M (-$1.7M)
Filed 2026-11-06
Harbour Trust & Investment Management Co
DECREASED
Shares91,834 from 92,524
Change-690 (-1%)
Value$30.4M (+$95.6K)
Filed 2026-10-28
Independence Bank of Kentucky
DECREASED
Shares91,333 from 92,790
Change-1,457 (-2%)
Value$30.2M (-$157.3K)
Filed 2026-10-26
Bourgeon Capital Management LLC
INCREASED
Shares91,238 from 88,712
Change+2,526 (+3%)
Value$30.2M (+$1.1M)
Filed 2026-10-19
Moran Wealth Management, LLC
INCREASED
Shares90,438 from 86,958
Change+3,480 (+4%)
Value$29.9M (+$1.5M)
Filed 2026-10-22
Cincinnati Financial Corp
UNCHANGED
Shares90,000 from 90,000
Change0 (0%)
Value$29.8M (+$315.0K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
DECREASED
Shares89,779 from 91,710
Change-1,931 (-2%)
Value$29.7M (-$317.7K)
Filed 2026-10-15
Quadrant Capital Group LLC
DECREASED
Shares89,372 from 90,075
Change-703 (-1%)
Value$29.6M (+$136.4K)
Filed 2026-10-20
OpenArc Corporate Advisory, LLC
INCREASED
Shares89,157 from 83,239
Change+5,918 (+7%)
Value$29.5M (+$2.2M)
Filed 2026-10-21
Birch Hill Investment Advisors LLC
DECREASED
Shares88,390 from 94,380
Change-5,990 (-6%)
Value$29.2M (-$1.7M)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares88,371 from 89,166
Change-795 (-1%)
Value$29.2K (-$29.2M)
Filed 2026-10-22
Cullen Investment Group, Ltd.
DECREASED
Shares88,294 from 89,073
Change-779 (-1%)
Value$29.5M (+$359.0K)
Filed 2026-10-13
Davis-Rea Ltd.
DECREASED
Shares87,952 from 89,501
Change-1,549 (-2%)
Value$29.4M (+$64.9K)
Filed 2026-10-13
Signaturefd, LLC
INCREASED
Shares87,878 from 85,250
Change+2,628 (+3%)
Value$29.1M (+$1.2M)
Filed 2026-10-23
Nixon Peabody Trust Co
INCREASED
Shares87,117 from 80,182
Change+6,935 (+9%)
Value$28.8M (+$2.6M)
Filed 2026-10-23
Polaris Capital Management, LLC
DECREASED
Shares86,391 from 90,291
Change-3,900 (-4%)
Value$28.6M (-$974.2K)
Filed 2026-10-21
Baldwin Wealth Partners LLC
DECREASED
Shares85,930 from 86,040
Change-110 (0%)
Value$28.4M (+$264.7K)
Filed 2026-10-13
Barlow Wealth Partners, LLC
INCREASED
Shares85,875 from 85,274
Change+601 (+1%)
Value$28.4M (+$255.2K)
Filed 2026-10-15
Calamos Wealth Management LLC
DECREASED
Shares85,426 from 85,773
Change-347 (0%)
Value$28.3M (+$185.5K)
Filed 2026-11-02
Edge Wealth Management LLC
DECREASED
Shares85,156 from 85,227
Change-71 (0%)
Value$28.3M (+$372.8K)
Filed 2026-10-13
Fiduciary Alliance LLC
DECREASED
Shares84,937 from 100,605
Change-15,668 (-16%)
Value$28.1M (-$4.8M)
Filed 2026-10-13
Fideuram Asset Management (Ireland) dac
INCREASED
Shares84,705 from 50,616
Change+34,089 (+67%)
Value$29.4M (+$13.0M)
Filed 2026-10-29
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares84,623 from 89,911
Change-5,288 (-6%)
Value$28.0M (-$1.4M)
Filed 2026-10-22
First Merchants Corp
DECREASED
Shares84,561 from 86,914
Change-2,353 (-3%)
Value$28.0M (-$474.2K)
Filed 2026-10-15
Westchester Capital Management, Inc.
INCREASED
Shares84,497 from 82,058
Change+2,439 (+3%)
Value$28.0M (+$1.1M)
Filed 2026-10-23
Addenda Capital Inc.
DECREASED
Shares84,363 from 87,189
Change-2,826 (-3%)
Value$27.9M (-$629.8K)
Filed 2026-10-13
Woodmont Investment Counsel LLC
INCREASED
Shares84,065 from 82,732
Change+1,333 (+2%)
Value$27.8M (+$730.5K)
Filed 2026-10-29
Aviance Capital Partners, LLC
DECREASED
Shares83,566 from 83,837
Change-271 (0%)
Value$27.6M (+$203.9K)
Filed 2026-10-29
TCV Trust & Wealth Management, Inc.
INCREASED
Shares83,494 from 83,227
Change+267 (+0%)
Value$27.6M (+$379.6K)
Filed 2026-10-16
WoodTrust Financial Corp
DECREASED
Shares83,147 from 84,705
Change-1,558 (-2%)
Value$27.5K (-$27.7M)
Filed 2026-10-09
Rockland Trust Co
DECREASED
Shares82,824 from 83,244
Change-420 (0%)
Value$27.4M (+$152.4K)
Filed 2026-10-05
Cadinha & Co LLC
INCREASED
Shares82,420 from 81,210
Change+1,210 (+1%)
Value$27.3M (+$684.6K)
Filed 2026-10-22
Rempart Asset Management Inc.
UNCHANGED
Shares81,980 from 81,980
Change0 (0%)
Value$26.8M ($0)
Filed 2026-10-20
King Wealth Management Group
INCREASED
Shares81,967 from 80,935
Change+1,032 (+1%)
Value$27.1M (+$625.0K)
Filed 2026-11-09
North Dakota State Investment Board
INCREASED
Shares81,895 from 78,820
Change+3,075 (+4%)
Value$27.1M (+$1.3M)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
DECREASED
Shares81,598 from 81,651
Change-53 (0%)
Value$27.0M (+$268.3K)
Filed 2026-10-13
Cohen Capital Management, Inc.
DECREASED
Shares81,381 from 81,681
Change-300 (0%)
Value$26.9M (+$186.7K)
Filed 2026-10-14
Motco
DECREASED
Shares81,257 from 81,786
Change-529 (-1%)
Value$26.9M (+$111.2K)
Filed 2026-11-09
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares81,170 from 81,865
Change-695 (-1%)
Value$26.9M (+$54.4K)
Filed 2026-10-15
Knights of Columbus Asset Advisors LLC
DECREASED
Shares81,037 from 85,606
Change-4,569 (-5%)
Value$26.8M (-$1.2M)
Filed 2026-11-05
JGP Wealth Management, LLC
DECREASED
Shares80,930 from 81,331
Change-401 (0%)
Value$26.8M (+$151.9K)
Filed 2026-10-13
J. Safra Sarasin Holding AG
INCREASED
Shares80,854 from 73,960
Change+6,894 (+9%)
Value$25.0M (+$2.4M)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED
Shares80,759 from 75,156
Change+5,603 (+7%)
Value$26.7M (+$2.1M)
Filed 2026-10-16
Ascent Group, LLC
DECREASED
Shares80,069 from 81,618
Change-1,549 (-2%)
Value$26.5M (-$226.5K)
Filed 2026-10-30
Archon Partners LLC
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$26.5M (+$280.0K)
Filed 2026-10-26
General American Investors Co Inc
UNCHANGED
Shares80,000 from 80,000
Change0 (0%)
Value$26.5M (+$280.0K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares79,512 from 136,590
Change-57,078 (-42%)
Value$26.3M (-$18.4M)
Filed 2026-10-21
Goelzer Investment Management, Inc.
INCREASED
Shares79,313 from 74,845
Change+4,468 (+6%)
Value$26.2M (+$1.7M)
Filed 2026-10-16
Canandaigua National Bank & Trust Co
DECREASED
Shares79,303 from 81,950
Change-2,647 (-3%)
Value$26.2M (-$588.9K)
Filed 2026-10-07
SS&H Financial Advisors, Inc.
DECREASED
Shares79,060 from 104,790
Change-25,730 (-25%)
Value$26.2K (-$34.3M)
Filed 2026-10-28
Masterinvest Kapitalanlage GmbH
DECREASED
Shares79,055 from 79,362
Change-307 (0%)
Value$26.2M (+$176.2K)
Filed 2026-11-03
Tritonpoint Wealth, LLC
DECREASED
Shares79,045 from 81,693
Change-2,648 (-3%)
Value$26.2M (-$590.4K)
Filed 2026-10-19
Burns J W & Co Inc
INCREASED
Shares78,773 from 77,579
Change+1,194 (+2%)
Value$26.1M (+$666.7K)
Filed 2026-10-20
Pittenger & Anderson Inc
INCREASED
Shares78,739 from 76,028
Change+2,711 (+4%)
Value$26.0M (+$1.2M)
Filed 2026-11-02
Cypress Capital Group
INCREASED
Shares78,529 from 78,303
Change+226 (+0%)
Value$26.0M (+$348.8K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares77,967 from 77,143
Change+824 (+1%)
Value$25.8M (+$542.4K)
Filed 2026-11-09
Sagespring Wealth Partners, LLC
INCREASED
Shares77,877 from 75,894
Change+1,983 (+3%)
Value$25.8M (+$921.6K)
Filed 2026-10-22
Anderson Hoagland & Co
DECREASED
Shares77,457 from 85,086
Change-7,629 (-9%)
Value$26.1M (-$1.8M)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares77,312 from 72,679
Change+4,633 (+6%)
Value$25.9M (+$52.0K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares77,312 from 72,679
Change+4,633 (+6%)
Value$25.9M (+$52.0K)
Filed 2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED
Shares77,254 from 81,539
Change-4,285 (-5%)
Value$25.6M (-$1.1M)
Filed 2026-10-13
Baxter Bros Inc
INCREASED
Shares77,010 from 76,917
Change+93 (+0%)
Value$25.5M (+$300.0K)
Filed 2026-11-04
Montag A & Associates Inc
DECREASED
Shares76,520 from 79,072
Change-2,552 (-3%)
Value$25.3M (-$567.5K)
Filed 2026-10-29
Whitener Capital Management, Inc.
DECREASED
Shares76,394 from 77,075
Change-681 (-1%)
Value$25.3M (+$44.5K)
Filed 2026-10-15
Spire Wealth Management
INCREASED
Shares76,349 from 72,887
Change+3,462 (+5%)
Value$25.3M (+$1.4M)
Filed 2026-10-30
Guardian Partners Inc.
DECREASED
Shares76,289 from 85,096
Change-8,807 (-10%)
Value$25.2M (-$2.6M)
Filed 2026-10-21
JB Capital LLC
DECREASED
Shares76,200 from 77,083
Change-883 (-1%)
Value$25.2M (-$22.6K)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares75,861 from 70,406
Change+5,455 (+8%)
Value$25.1M (+$2.1M)
Filed 2026-11-03
BAR Harbor Wealth Management
INCREASED
Shares75,789 from 75,397
Change+392 (+1%)
Value$25.1M (+$393.6K)
Filed 2026-10-21
M Holdings Securities, Inc.
INCREASED
Shares75,646 from 75,214
Change+432 (+1%)
Value$25.7K (-$24.7M)
Filed 2026-11-03
Stenger Family Office, LLC
INCREASED
Shares75,382 from 71,265
Change+4,117 (+6%)
Value$25.0M (+$1.7M)
Filed 2026-10-22
SVB Wealth LLC
DECREASED
Shares75,242 from 82,982
Change-7,740 (-9%)
Value$24.9M (-$2.3M)
Filed 2026-11-06
Vestor Capital, LLC
DECREASED
Shares75,159 from 85,741
Change-10,582 (-12%)
Value$4.4K (-$2.2K)
Filed 2026-11-04
Washington Trust Bank
DECREASED
Shares73,898 from 76,431
Change-2,533 (-3%)
Value$24.4M (-$570.5K)
Filed 2026-11-03
Legacy Private Trust Co.
DECREASED
Shares73,881 from 75,310
Change-1,429 (-2%)
Value$24.4M (-$209.2K)
Filed 2026-10-06
Cullinan Associates Inc
INCREASED
Shares73,658 from 73,638
Change+20 (+0%)
Value$24.4M (+$264.4K)
Filed 2026-11-03
First Financial Bank - Trust Division
INCREASED
Shares73,366 from 72,092
Change+1,274 (+2%)
Value$24.3M (+$673.8K)
Filed 2026-10-01
Greenwood Gearhart LLC
INCREASED
Shares73,337 from 73,271
Change+66 (+0%)
Value$24.3M (+$278.4K)
Filed 2026-11-02
Cohen Klingenstein LLC
UNCHANGED
Shares72,700 from 72,700
Change0 (0%)
Value$24.1M (+$254.5K)
Filed 2026-10-15
Premier Fund Managers Ltd
INCREASED
Shares72,676 from 45,621
Change+27,055 (+59%)
Value$24.4K (-$15.0M)
Filed 2026-11-02
Palisade Asset Management, LLC
DECREASED
Shares71,954 from 75,182
Change-3,228 (-4%)
Value$23.8M (-$804.8K)
Filed 2026-11-03
Geneos Wealth Management Inc.
DECREASED
Shares71,929 from 73,096
Change-1,167 (-2%)
Value$23.8M (-$130.3K)
Filed 2026-11-09
Praxis Investment Management Inc
UNCHANGED
Shares71,665 from 71,665
Change0 (0%)
Value$23.7M (+$251.0K)
Filed 2026-11-03
Stockman Wealth Management, Inc.
DECREASED
Shares71,498 from 72,393
Change-895 (-1%)
Value$23.7M (-$42.9K)
Filed 2026-10-27
Cabot Wealth Management Inc
DECREASED
Shares71,477 from 73,122
Change-1,645 (-2%)
Value$23.6M (-$288.1K)
Filed 2026-11-05
Arbejdsmarkedets Tillaegspension
DECREASED
Shares71,280 from 91,480
Change-20,200 (-22%)
Value$23.6M (-$6.4M)
Filed 2026-10-30
Allied Investment Advisors, LLC
INCREASED
Shares70,869 from 70,656
Change+213 (+0%)
Value$23.4M (+$317.5K)
Filed 2026-10-13
Journey Advisory Group, LLC
DECREASED
Shares70,740 from 71,743
Change-1,003 (-1%)
Value$23.4M (-$80.5K)
Filed 2026-11-04
Courier Capital LLC
DECREASED
Shares70,490 from 74,868
Change-4,378 (-6%)
Value$23.3M (-$1.2M)
Filed 2026-10-19
Sowell Financial Services LLC
DECREASED
Shares70,220 from 70,498
Change-278 (0%)
Value$23.2M (+$154.7K)
Filed 2026-10-23
Richard C. Young & Co., Ltd.
DECREASED
Shares69,803 from 70,788
Change-985 (-1%)
Value$23.1M (-$78.1K)
Filed 2026-11-04
Woodstock Corp
INCREASED
Shares69,766 from 68,865
Change+901 (+1%)
Value$23.1M (+$539.1K)
Filed 2026-10-13
Ledyard National Bank
DECREASED
Shares69,476 from 70,775
Change-1,299 (-2%)
Value$23.0M (-$182.0K)
Filed 2026-10-21
SteelPeak Wealth, LLC
INCREASED
Shares69,270 from 43,921
Change+25,349 (+58%)
Value$22.9M (+$8.5M)
Filed 2026-10-16
IFP Advisors, Inc
DECREASED
Shares69,231 from 70,542
Change-1,311 (-2%)
Value$22.9M (-$186.8K)
Filed 2026-10-16
Securian Asset Management, Inc
DECREASED
Shares69,048 from 71,205
Change-2,157 (-3%)
Value$22.8M (-$1.4M)
Filed 2026-11-06
Linscomb Wealth, Inc.
DECREASED
Shares68,919 from 70,170
Change-1,251 (-2%)
Value$22.8M (-$168.2K)
Filed 2026-11-05
Plato Investment Management Ltd
INCREASED
Shares68,723 from 62,447
Change+6,276 (+10%)
Value$22.8M (+$2.5M)
Filed 2026-11-05
DSG Capital Advisors, LLC
DECREASED
Shares68,510 from 71,163
Change-2,653 (-4%)
Value$22.7M (-$1.7M)
Filed 2026-11-05
TD Private Client Wealth LLC
DECREASED
Shares68,281 from 70,249
Change-1,968 (-3%)
Value$22.6M (-$405.2K)
Filed 2026-10-28
Wedmont Private Capital
INCREASED
Shares67,827 from 54,011
Change+13,816 (+26%)
Value$22.5M (+$4.3M)
Filed 2026-10-09
Eagle Rock Investment Company, LLC
INCREASED
Shares67,657 from 67,291
Change+366 (+1%)
Value$22.4M (+$356.3K)
Filed 2026-10-21
Pictet North America Advisors SA
INCREASED
Shares67,484 from 64,836
Change+2,648 (+4%)
Value$22.3M (+$1.1M)
Filed 2026-10-21
Granite Investment Partners, LLC
INCREASED
Shares67,204 from 64,986
Change+2,218 (+3%)
Value$22.2M (+$961.2K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED
Shares66,961 from 49,890
Change+17,071 (+34%)
Value$22.2M (+$5.7M)
Filed 2026-10-13
James Investment Research, Inc.
DECREASED
Shares66,677 from 68,483
Change-1,806 (-3%)
Value$22.1M (-$357.8K)
Filed 2026-10-22
Middleton & Co Inc
DECREASED
Shares66,394 from 68,448
Change-2,054 (-3%)
Value$22.0M (-$440.0K)
Filed 2026-10-23
Strategy Asset Managers LLC
DECREASED
Shares66,393 from 69,657
Change-3,264 (-5%)
Value$22.0M (-$836.0K)
Filed 2026-10-14
Caldwell Trust Co
DECREASED
Shares66,304 from 66,710
Change-406 (-1%)
Value$21.9M (+$99.2K)
Filed 2026-10-30
Meiji Yasuda America Inc
INCREASED
Shares66,277 from 52,968
Change+13,309 (+25%)
Value$21.9M (+$4.6M)
Filed 2026-10-22
AMG National Trust Bank
INCREASED
Shares66,190 from 66,023
Change+167 (+0%)
Value$21.9M (+$286.4K)
Filed 2026-11-05
Exchange Traded Concepts, LLC
INCREASED
Shares66,135 from 63,025
Change+3,110 (+5%)
Value$21.9M (+$1.2M)
Filed 2026-10-28
Community Bank, N.A.
DECREASED
Shares66,090 from 67,530
Change-1,440 (-2%)
Value$21.9M (-$240.1K)
Filed 2026-11-06
Cyndeo Wealth Partners, LLC
DECREASED
Shares65,943 from 77,465
Change-11,522 (-15%)
Value$21.8M (-$3.5M)
Filed 2026-10-16
Tufton Capital Management
DECREASED
Shares65,864 from 69,812
Change-3,948 (-6%)
Value$21.8K (-$22.8M)
Filed 2026-10-20
Mission Wealth Management, LP
DECREASED
Shares65,797 from 110,524
Change-44,727 (-40%)
Value$21.8M (-$14.4M)
Filed 2026-10-15
Ninety One SA (PTY) Ltd
DECREASED
Shares65,567 from 65,600
Change-33 (0%)
Value$21.8M (+$218.6K)
Filed 2026-10-15
Princeton Global Asset Management LLC
INCREASED
Shares64,437 from 64,373
Change+64 (+0%)
Value$21.3M (+$246.4K)
Filed 2026-10-21
Telos Capital Management, Inc.
DECREASED
Shares63,995 from 65,314
Change-1,319 (-2%)
Value$21.2M (-$207.7K)
Filed 2026-11-02
Tompkins Financial Corp
DECREASED
Shares63,982 from 64,894
Change-912 (-1%)
Value$21.2M (-$74.6K)
Filed 2026-10-05
Wealthcare Advisory Partners LLC
INCREASED
Shares63,588 from 61,535
Change+2,053 (+3%)
Value$21.0M (+$894.8K)
Filed 2026-10-21
Integrated Advisors Network LLC
DECREASED
Shares63,395 from 64,583
Change-1,188 (-2%)
Value$21.0M (-$166.8K)
Filed 2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED
Shares63,381 from 64,062
Change-681 (-1%)
Value$21.0M (-$1.1K)
Filed 2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED
Shares63,124 from 65,662
Change-2,538 (-4%)
Value$20.9M (-$609.9K)
Filed 2026-10-13
Emerald Investment Advisers, LLC
INCREASED
Shares63,055 from 61,789
Change+1,266 (+2%)
Value$20.9M (+$635.1K)
Filed 2026-11-09
TrinityBridge Ltd
DECREASED
Shares62,590 from 62,620
Change-30 (0%)
Value$20.7K (-$20.5M)
Filed 2026-10-30
Griffin Asset Management, Inc.
DECREASED
Shares62,468 from 63,452
Change-984 (-2%)
Value$20.7M (-$103.6K)
Filed 2026-10-22
Burling Wealth Partners, LLC
DECREASED
Shares62,407 from 63,141
Change-734 (-1%)
Value$20.6M (-$21.9K)
Filed 2026-11-09
Joel Isaacson & Co., LLC
INCREASED
Shares61,907 from 61,713
Change+194 (+0%)
Value$20.5M (+$280.3K)
Filed 2026-11-05
Traynor Capital Management, Inc.
INCREASED
Shares61,906 from 60,094
Change+1,812 (+3%)
Value$20.5M (+$809.8K)
Filed 2026-10-29
Fagan Associates, Inc.
INCREASED
Shares61,874 from 61,321
Change+553 (+1%)
Value$20.5M (+$397.5K)
Filed 2026-10-13
Carmel Capital Management L.L.C.
DECREASED
Shares61,837 from 62,144
Change-307 (0%)
Value$20.5M (+$115.9K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares60,986 from 59,945
Change+1,041 (+2%)
Value$20.2M (+$554.0K)
Filed 2026-10-23
Means Investment Co., Inc.
DECREASED
Shares60,481 from 63,922
Change-3,441 (-5%)
Value$20.0M (-$914.8K)
Filed 2026-11-03
Belpointe Asset Management LLC
INCREASED
Shares60,450 from 47,965
Change+12,485 (+26%)
Value$20.0M (+$4.3M)
Filed 2026-11-09
Cardinal Point Capital Management ULC
DECREASED
Shares60,439 from 60,964
Change-525 (-1%)
Value$20.0M (+$39.7K)
Filed 2026-10-21
Mitchell Capital Management Co
INCREASED
Shares60,141 from 59,730
Change+411 (+1%)
Value$19.9M (+$345.0K)
Filed 2026-10-29
Strategic Wealth Investment Group, LLC
DECREASED
Shares59,992 from 63,927
Change-3,935 (-6%)
Value$19.8M (-$1.1M)
Filed 2026-10-29
Copeland Capital Management, LLC
DECREASED
Shares59,679 from 61,214
Change-1,535 (-3%)
Value$19.7M (-$293.8K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares59,449 from 56,358
Change+3,091 (+5%)
Value$19.7M (+$1.2M)
Filed 2026-10-13
CenterBook Partners LP
DECREASED
Shares59,341 from 68,940
Change-9,599 (-14%)
Value$19.6M (-$2.9M)
Filed 2026-11-02
Willis Investment Counsel
DECREASED
Shares58,998 from 77,798
Change-18,800 (-24%)
Value$19.5M (-$5.9M)
Filed 2026-10-20
Sara-Bay Financial
DECREASED
Shares58,881 from 59,206
Change-325 (-1%)
Value$19.5M (+$99.6K)
Filed 2026-10-21
Cardinal Capital Management
INCREASED
Shares58,857 from 58,423
Change+434 (+1%)
Value$19.5M (+$348.1K)
Filed 2026-10-21
Harbor Investment Advisory, LLC
INCREASED
Shares58,740 from 57,733
Change+1,007 (+2%)
Value$19.4M (+$535.5K)
Filed 2026-10-13
Iowa State Bank
DECREASED
Shares58,592 from 61,472
Change-2,880 (-5%)
Value$19.4M (-$737.6K)
Filed 2026-10-06
LVM Capital Management LTD
INCREASED
Shares58,482 from 57,953
Change+529 (+1%)
Value$19.3M (+$19.3M)
Filed 2026-10-20
Fulton Breakefield Broenniman LLC
DECREASED
Shares58,390 from 59,000
Change-610 (-1%)
Value$19.3M (+$4.9K)
Filed 2026-11-03
Jcic Asset Management Inc.
DECREASED
Shares58,302 from 64,099
Change-5,797 (-9%)
Value$19.3M (+$432.7K)
Filed 2026-10-30
SFE Investment Counsel
DECREASED
Shares58,267 from 59,236
Change-969 (-2%)
Value$19.3M (-$113.2K)
Filed 2026-10-29
Cornerstone Wealth Group, LLC
INCREASED
Shares58,215 from 57,277
Change+938 (+2%)
Value$19.3M (+$511.0K)
Filed 2026-11-02
River Wealth Advisors LLC
DECREASED
Shares58,195 from 69,572
Change-11,377 (-16%)
Value$19.3M (-$3.5M)
Filed 2026-11-09
Allen Mooney & Barnes Investment Advisors LLC
INCREASED
Shares57,959 from 57,680
Change+279 (+0%)
Value$19.2M (+$294.0K)
Filed 2026-10-08
Next Level Private LLC
DECREASED
Shares57,953 from 58,008
Change-55 (0%)
Value$19.2M (+$184.6K)
Filed 2026-10-20
Cypress Asset Management Inc
DECREASED
Shares57,916 from 58,703
Change-787 (-1%)
Value$19.2M (-$54.9K)
Filed 2026-10-09
Segment Wealth Management, LLC
INCREASED
Shares57,873 from 57,319
Change+554 (+1%)
Value$19.1M (+$383.9K)
Filed 2026-10-26
Frank, Rimerman Advisors LLC
INCREASED
Shares57,749 from 57,576
Change+173 (+0%)
Value$19.1M (+$258.8K)
Filed 2026-10-16
Phoenix Financial Ltd.
INCREASED
Shares57,673 from 46,994
Change+10,679 (+23%)
Value$17.1M (+$1.8M)
Filed 2026-11-09
Schnieders Capital Management, Llc.
DECREASED
Shares57,644 from 58,746
Change-1,102 (-2%)
Value$19.1M (-$158.7K)
Filed 2026-11-09
Jamison Private Wealth Management, Inc.
INCREASED
Shares57,630 from 57,141
Change+489 (+1%)
Value$19.1M (+$362.1K)
Filed 2026-10-14
Mirador Capital Partners LP
INCREASED
Shares57,227 from 56,740
Change+487 (+1%)
Value$18.9M (+$359.5K)
Filed 2026-10-09
Equitable Trust Co
INCREASED
Shares57,198 from 57,179
Change+19 (+0%)
Value$18.9M (+$206.4K)
Filed 2026-10-13
SRH Advisors, LLC
UNCHANGED
Shares57,150 from 57,150
Change0 (0%)
Value$18.9M (+$200.0K)
Filed 2026-10-22
Buck Wealth Strategies, LLC
DECREASED
Shares56,866 from 59,289
Change-2,423 (-4%)
Value$18.8M (-$594.0K)
Filed 2026-10-28
Camden National Bank
DECREASED
Shares56,807 from 57,663
Change-856 (-1%)
Value$18.8M (-$81.4K)
Filed 2026-11-02
YHB Investment Advisors, Inc.
INCREASED
Shares56,746 from 55,809
Change+937 (+2%)
Value$18.8M (+$505.3K)
Filed 2026-10-08
Nippon Life Global Investors Americas, Inc.
INCREASED
Shares56,410 from 40,440
Change+15,970 (+39%)
Value$18.7M (+$5.4M)
Filed 2026-10-29
Simplicity Wealth,LLC
INCREASED
Shares56,338 from 49,181
Change+7,157 (+15%)
Value$18.6M (+$2.5M)
Filed 2026-10-23
Perryman Financial Advisory Inc
DECREASED
Shares56,147 from 56,241
Change-94 (0%)
Value$18.6M (+$165.9K)
Filed 2026-10-16
WealthBridge Investment Counsel Inc.
DECREASED
Shares55,806 from 57,728
Change-1,922 (-3%)
Value$18.5K (-$434)
Filed 2026-10-13
Sava Infond d.o.o.
INCREASED
Shares55,470 from 54,790
Change+680 (+1%)
Value$18.4M (+$416.7K)
Filed 2026-10-28
Radnor Capital Management, LLC
UNCHANGED
Shares55,263 from 55,263
Change0 (0%)
Value$18.3M (+$193.4K)
Filed 2026-10-23
Galvin, Gaustad & Stein, LLC
DECREASED
Shares55,199 from 57,981
Change-2,782 (-5%)
Value$18.3M (-$717.4K)
Filed 2026-10-08
Stolper Co
DECREASED
Shares55,144 from 55,195
Change-51 (0%)
Value$18.2K (+$176)
Filed 2026-10-13
Harbour Investments, Inc.
DECREASED
Shares55,065 from 63,069
Change-8,004 (-13%)
Value$18.2M (-$2.4M)
Filed 2026-11-09
Mather Group, Llc.
INCREASED
Shares55,034 from 39,077
Change+15,957 (+41%)
Value$18.2M (+$5.4M)
Filed 2026-10-14
Laurel Wealth Advisors LLC
DECREASED
Shares54,744 from 55,202
Change-458 (-1%)
Value$18.1M (+$41.8K)
Filed 2026-10-27
Ldic Inc.
INCREASED
Shares54,687 from 51,698
Change+2,989 (+6%)
Value$18.1M (+$1.2M)
Filed 2026-10-14
Magnus Financial Group LLC
DECREASED
Shares54,600 from 54,658
Change-58 (0%)
Value$18.1M (+$171.9K)
Filed 2026-10-21
Procyon Advisors, LLC
DECREASED
Shares54,599 from 57,623
Change-3,024 (-5%)
Value$18.1M (-$798.5K)
Filed 2026-10-21
Baker Ellis Asset Management LLC
DECREASED
Shares54,546 from 54,750
Change-204 (0%)
Value$18.0M (+$123.8K)
Filed 2026-10-14
Intesa Sanpaolo Wealth Management
DECREASED
Shares54,535 from 55,719
Change-1,184 (-2%)
Value$18.0M (-$196.7K)
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares54,493 from 54,714
Change-221 (0%)
Value$18.0M (+$108.8K)
Filed 2026-10-23
Confluence Wealth Services, Inc.
DECREASED
Shares53,906 from 62,628
Change-8,722 (-14%)
Value$17.8M (-$2.7M)
Filed 2026-11-05
Independent Investors Inc
DECREASED
Shares53,754 from 54,204
Change-450 (-1%)
Value$17.8M (+$40.8K)
Filed 2026-10-30
Visionary Wealth Advisors
DECREASED
Shares53,446 from 53,977
Change-531 (-1%)
Value$17.7M (+$13.5K)
Filed 2026-11-04
Applied Finance Capital Management, LLC
DECREASED
Shares53,394 from 58,030
Change-4,636 (-8%)
Value$17.7M (-$1.3M)
Filed 2026-11-03
Annex Advisory Services, LLC
INCREASED
Shares53,269 from 51,318
Change+1,951 (+4%)
Value$17.6M (+$824.8K)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares53,157 from 49,685
Change+3,472 (+7%)
Value$17.6M (+$1.3M)
Filed 2026-11-05
NewSquare Capital LLC
INCREASED
Shares53,042 from 51,385
Change+1,657 (+3%)
Value$17.5M (+$728.0K)
Filed 2026-11-06
Perennial Advisors, LLC
DECREASED
Shares52,980 from 54,419
Change-1,439 (-3%)
Value$17.5M (-$285.5K)
Filed 2026-10-13
Mengis Capital Management, Inc.
DECREASED
Shares52,843 from 54,286
Change-1,443 (-3%)
Value$17.5M (-$287.6K)
Filed 2026-10-13
EagleClaw Capital Managment, LLC
DECREASED
Shares52,775 from 52,906
Change-131 (0%)
Value$17.5M (+$141.8K)
Filed 2026-11-06
Nations Financial Group Inc,
DECREASED
Shares52,202 from 54,774
Change-2,572 (-5%)
Value$17.3M (-$659.2K)
Filed 2026-11-05
Covea Finance
DECREASED
Shares52,165 from 63,265
Change-11,100 (-18%)
Value$17.3M (-$3.5M)
Filed 2026-10-21
Clear Trail Advisors, LLC
DECREASED
Shares52,108 from 54,669
Change-2,561 (-5%)
Value$17.2M (-$656.1K)
Filed 2026-10-20
Embree Financial Group
DECREASED
Shares52,090 from 52,467
Change-377 (-1%)
Value$17.2M (+$59.2K)
Filed 2026-10-22
Valicenti Advisory Services Inc
DECREASED
Shares52,052 from 53,539
Change-1,487 (-3%)
Value$17.2K (-$305)
Filed 2026-10-23
Lynch & Associates
DECREASED
Shares52,028 from 52,403
Change-375 (-1%)
Value$17.2M (+$59.3K)
Filed 2026-10-13
American National Bank & Trust
DECREASED
Shares51,828 from 55,279
Change-3,451 (-6%)
Value$17.1M (-$947.8K)
Filed 2026-10-07
HWG Holdings LP
DECREASED
Shares51,822 from 51,917
Change-95 (0%)
Value$17.1M (+$150.3K)
Filed 2026-10-08
Community Bank of Raymore
DECREASED
Shares51,776 from 54,276
Change-2,500 (-5%)
Value$17.1M (-$637.1K)
Filed 2026-10-23
Ascent Wealth Partners, LLC
INCREASED
Shares51,728 from 51,576
Change+152 (+0%)
Value$17.1M (+$230.8K)
Filed 2026-10-23
Woodley Farra Manion Portfolio Management Inc
INCREASED
Shares51,307 from 51,187
Change+120 (+0%)
Value$17.0M (+$218.9K)
Filed 2026-11-05
Royal Fund Management, LLC
DECREASED
Shares51,259 from 51,847
Change-588 (-1%)
Value$17.0M (-$13.0K)
Filed 2026-10-22
Smithbridge Asset Management Inc
INCREASED
Shares51,055 from 50,316
Change+739 (+1%)
Value$16.9M (+$420.6K)
Filed 2026-10-19
Burney Co/
DECREASED
Shares50,726 from 52,628
Change-1,902 (-4%)
Value$16.8M (-$445.2K)
Filed 2026-10-15
Sigma Investment Counselors Inc
INCREASED
Shares50,594 from 45,810
Change+4,784 (+10%)
Value$16.7M (+$1.7M)
Filed 2026-10-27
Fulton Bank, N.A.
INCREASED
Shares50,531 from 50,355
Change+176 (+0%)
Value$16.7M (+$234.5K)
Filed 2026-10-14
RKL Wealth Management LLC
INCREASED
Shares50,314 from 49,728
Change+586 (+1%)
Value$16.6M (+$368.1K)
Filed 2026-10-16
Peterson Wealth Services
INCREASED
Shares50,222 from 49,713
Change+509 (+1%)
Value$16.6M (+$342.3K)
Filed 2026-10-26
Community Bank & Trust, Waco, Texas
INCREASED
Shares50,041 from 48,981
Change+1,060 (+2%)
Value$16.6K (-$16.0M)
Filed 2026-10-19
PDS Planning, Inc
INCREASED
Shares49,843 from 49,614
Change+229 (+0%)
Value$16.5M (+$249.3K)
Filed 2026-11-03
Marietta Wealth Management, LLC
DECREASED
Shares49,789 from 51,246
Change-1,457 (-3%)
Value$16.7M (-$81.4K)
Filed 2026-10-22
West Wealth Group, LLC
INCREASED
Shares49,379 from 3,202
Change+46,177 (+1442%)
Value$1.6M (+$570.6K)
Filed 2026-10-14
Naples Global Advisors, LLC
DECREASED
Shares49,185 from 49,193
Change-8 (0%)
Value$16.3M (+$169.4K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
DECREASED
Shares49,052 from 50,234
Change-1,182 (-2%)
Value$16.2M (-$215.5K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
DECREASED
Shares48,980 from 49,641
Change-661 (-1%)
Value$16.2M (-$44.9K)
Filed 2026-10-26
Globalt Investments LLC / GA
DECREASED
Shares48,974 from 50,222
Change-1,248 (-2%)
Value$16.2M (-$237.0K)
Filed 2026-10-27
Duncker Streett & Co Inc
DECREASED
Shares48,973 from 49,116
Change-143 (0%)
Value$16.2M (+$124.9K)
Filed 2026-10-27
SAX Wealth Advisors, LLC
INCREASED
Shares48,905 from 25,214
Change+23,691 (+94%)
Value$16.2M (+$8.8M)
Filed 2026-10-13
Live Oak Private Wealth LLC
DECREASED
Shares48,656 from 49,021
Change-365 (-1%)
Value$16.1M (+$50.8K)
Filed 2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED
Shares48,535 from 49,463
Change-928 (-2%)
Value$16.1M (-$133.9K)
Filed 2026-10-23
Harrell Investment Partners, LLC
INCREASED
Shares48,466 from 48,355
Change+111 (+0%)
Value$16.0M (+$206.1K)
Filed 2026-10-15
United Asset Strategies, Inc.
INCREASED
Shares48,072 from 47,656
Change+416 (+1%)
Value$15.9M (+$304.5K)
Filed 2026-10-28
Bdf-Gestion
DECREASED
Shares47,808 from 53,871
Change-6,063 (-11%)
Value$15.8M (+$14.2M)
Filed 2026-10-19
VestGen Advisors, LLC
DECREASED
Shares46,750 from 49,461
Change-2,711 (-5%)
Value$15.5M (-$723.8K)
Filed 2026-10-27
Alps Advisors Inc
DECREASED
Shares46,415 from 50,366
Change-3,951 (-8%)
Value$15.4M (-$1.1M)
Filed 2026-11-03
Pioneer Trust Bank N A
DECREASED
Shares46,269 from 46,279
Change-10 (0%)
Value$15.3M (+$158.7K)
Filed 2026-11-06
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares45,885 from 47,171
Change-1,286 (-3%)
Value$15.2M (-$260.3K)
Filed 2026-10-13
Kavar Capital Partners Group, LLC
INCREASED
Shares45,801 from 44,470
Change+1,331 (+3%)
Value$15.2M (+$595.8K)
Filed 2026-11-06
Stokes Capital Advisors, LLC
INCREASED
Shares45,738 from 45,335
Change+403 (+1%)
Value$15.1M (+$292.0K)
Filed 2026-10-09
Shepherd Financial Partners LLC
DECREASED
Shares45,569 from 46,024
Change-455 (-1%)
Value$15.1M (+$10.6K)
Filed 2026-11-03
Cutler Investment Counsel LLC
DECREASED
Shares45,479 from 45,620
Change-141 (0%)
Value$15.0M (+$113.0K)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares45,301 from 43,575
Change+1,726 (+4%)
Value$15.0M (+$723.8K)
Filed 2026-10-13
Community Financial Services Group, LLC
DECREASED
Shares45,278 from 46,029
Change-751 (-2%)
Value$15.1M (-$291.2K)
Filed 2026-10-15
L. Roy Papp & Associates, LLP
INCREASED
Shares45,261 from 40,201
Change+5,060 (+13%)
Value$15.0M (+$1.8M)
Filed 2026-10-21
Pettee Investors, Inc.
INCREASED
Shares45,231 from 45,187
Change+44 (+0%)
Value$15.0M (+$172.7K)
Filed 2026-11-09
Soltis Investment Advisors LLC
INCREASED
Shares45,224 from 36,052
Change+9,172 (+25%)
Value$15.0M (+$3.2M)
Filed 2026-10-28
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares45,195 from 43,907
Change+1,288 (+3%)
Value$15.0M (+$579.9K)
Filed 2026-11-04
Csenge Advisory Group
INCREASED
Shares45,179 from 44,541
Change+638 (+1%)
Value$14.9M (+$366.8K)
Filed 2026-11-04
Harbor Capital Advisors, Inc.
INCREASED
Shares45,158 from 45,000
Change+158 (+0%)
Value$14.9K (-$14.7M)
Filed 2026-10-22
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares45,112 from 45,112
Change0 (0%)
Value$14.8M ($0)
Filed 2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares45,046 from 42,093
Change+2,953 (+7%)
Value$14.9M (+$1.1M)
Filed 2026-10-23
Apella Capital, LLC
INCREASED
Shares44,875 from 37,413
Change+7,462 (+20%)
Value$14.8M (+$2.1M)
Filed 2026-10-08
Brown Miller Wealth Management, LLC
DECREASED
Shares44,874 from 45,560
Change-686 (-2%)
Value$14.8M (-$67.2K)
Filed 2026-11-02
CX Institutional
INCREASED
Shares44,782 from 29,458
Change+15,324 (+52%)
Value$14.8K (+$5.2K)
Filed 2026-10-02
Walter Public Investments Inc.
DECREASED
Shares44,764 from 45,558
Change-794 (-2%)
Value$14.8M (-$103.2K)
Filed 2026-11-05
Security National Bank
INCREASED
Shares44,501 from 43,630
Change+871 (+2%)
Value$14.7M (+$440.9K)
Filed 2026-10-26
Axxion S.A.
INCREASED
Shares44,469 from 44,349
Change+120 (+0%)
Value$14.7M (+$194.9K)
Filed 2026-10-22
Jacobi Capital Management LLC
INCREASED
Shares44,435 from 44,307
Change+128 (+0%)
Value$14.7M (+$197.5K)
Filed 2026-11-05
Strategic Planning Group, LLC
INCREASED
Shares44,410 from 42,895
Change+1,515 (+4%)
Value$14.7M (+$651.2K)
Filed 2026-10-22
Constitution Capital LLC
INCREASED
Shares44,373 from 38,086
Change+6,287 (+17%)
Value$14.7M (+$2.2M)
Filed 2026-10-23
IFG Advisory, LLC
INCREASED
Shares44,215 from 43,108
Change+1,107 (+3%)
Value$14.6M (+$517.0K)
Filed 2026-11-09
City Holding Co
DECREASED
Shares44,120 from 44,128
Change-8 (0%)
Value$14.6M (+$151.8K)
Filed 2026-10-19
Viking Fund Management LLC
UNCHANGED
Shares44,000 from 44,000
Change0 (0%)
Value$14.6M (+$154.0K)
Filed 2026-10-14
Private Advisory Group LLC
DECREASED
Shares43,898 from 51,177
Change-7,279 (-14%)
Value$14.5M (-$2.2M)
Filed 2026-11-06
Harbour Capital Advisors, LLC
INCREASED
Shares43,776 from 43,632
Change+144 (+0%)
Value$14.5M (-$198.4K)
Filed 2026-10-13
First National Bank of Mount Dora, Trust Investment Services
INCREASED
Shares43,774 from 41,010
Change+2,764 (+7%)
Value$14.5M (+$1.1M)
Filed 2026-10-21
Thompson Siegel & Walmsley LLC
DECREASED
Shares43,385 from 44,337
Change-952 (-2%)
Value$14.4M (-$160.0K)
Filed 2026-11-05
RMR Wealth Builders
INCREASED
Shares43,284 from 42,694
Change+590 (+1%)
Value$14.3M (+$344.6K)
Filed 2026-10-22
Mystic Asset Management, Inc.
DECREASED
Shares43,083 from 43,626
Change-543 (-1%)
Value$14.3M (-$26.9K)
Filed 2026-10-15
Ipswich Investment Management Co., Inc.
DECREASED
Shares43,067 from 43,326
Change-259 (-1%)
Value$14.2M (+$65.8K)
Filed 2026-10-13
Westover Capital Advisors, LLC
INCREASED
Shares42,796 from 40,663
Change+2,133 (+5%)
Value$14.2M (+$848.0K)
Filed 2026-10-26
Patton Albertson Miller Group, LLC
INCREASED
Shares42,769 from 42,407
Change+362 (+1%)
Value$14.1M (+$268.3K)
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares42,764 from 36,121
Change+6,643 (+18%)
Value$14.1M (+$2.3M)
Filed 2026-11-03
Beverly Hills Private Wealth, LLC
INCREASED
Shares42,595 from 41,307
Change+1,288 (+3%)
Value$14.1M (+$570.7K)
Filed 2026-11-04
Nordwand Advisors, LLC
DECREASED
Shares42,542 from 42,752
Change-210 (0%)
Value$14.1M (+$80.2K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED
Shares42,484 from 41,212
Change+1,272 (+3%)
Value$14.1M (+$565.1K)
Filed 2026-10-08
Plimoth Trust Co LLC
DECREASED
Shares42,476 from 42,859
Change-383 (-1%)
Value$14.1M (+$23.3K)
Filed 2026-10-26
Laurel OAK Wealth Management, LLC
INCREASED
Shares42,231 from 41,003
Change+1,228 (+3%)
Value$14.0M (+$549.8K)
Filed 2026-10-19
Parcion Private Wealth LLC
DECREASED
Shares42,220 from 42,322
Change-102 (0%)
Value$14.0M (+$114.1K)
Filed 2026-10-28
Accurate Wealth Management, LLC
INCREASED
Shares42,201 from 38,726
Change+3,475 (+9%)
Value$14.0M (+$958.7K)
Filed 2026-10-20
Townsend Asset Management Corp
DECREASED
Shares41,971 from 42,014
Change-43 (0%)
Value$13.9M (+$132.7K)
Filed 2026-10-29
Family Capital Trust Co
DECREASED
Shares41,924 from 42,002
Change-78 (0%)
Value$13.9M (+$121.2K)
Filed 2026-10-22
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares41,598 from 38,645
Change+2,953 (+8%)
Value$13.8M (+$1.1M)
Filed 2026-10-07
Thompson Investment Management, Inc.
DECREASED
Shares41,586 from 42,275
Change-689 (-2%)
Value$13.8M (-$80.0K)
Filed 2026-10-14
Wespac Advisors SoCal, LLC
DECREASED
Shares41,523 from 41,979
Change-456 (-1%)
Value$13.7M (-$4.2K)
Filed 2026-10-13
Parthenon LLC
DECREASED
Shares41,437 from 41,853
Change-416 (-1%)
Value$13.7M (+$8.9K)
Filed 2026-10-22
Lockheed Martin Investment Management Co
DECREASED
Shares41,410 from 94,089
Change-52,679 (-56%)
Value$13.7M (-$17.1M)
Filed 2026-11-04
Indivisible Partners
INCREASED
Shares41,342 from 27,539
Change+13,803 (+50%)
Value$13.7M (+$4.7M)
Filed 2026-10-26
Banque Pictet & CIE SA
DECREASED
Shares41,323 from 43,013
Change-1,690 (-4%)
Value$13.7M (-$408.6K)
Filed 2026-10-16
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares41,206 from 41,459
Change-253 (-1%)
Value$13.6M (+$61.4K)
Filed 2026-10-22
Claro Advisors Inc.
INCREASED
Shares41,166 from 40,391
Change+775 (+2%)
Value$13.6M (+$397.5K)
Filed 2026-11-02
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares41,045 from 44,183
Change-3,138 (-7%)
Value$13.6M (-$883.7K)
Filed 2026-10-30
Nelson Capital Management, LLC
DECREASED
Shares41,026 from 41,528
Change-502 (-1%)
Value$13.6M (-$20.8K)
Filed 2026-11-09
Inspire Trust Co, N.A.
DECREASED
Shares41,000 from 41,538
Change-538 (-1%)
Value$13.6M (-$32.6K)
Filed 2026-11-05
Orange Investment Advisors, Inc.
DECREASED
Shares40,894 from 43,067
Change-2,173 (-5%)
Value$13.5M (-$568.0K)
Filed 2026-10-23
Trueblood Wealth Management, LLC
DECREASED
Shares40,824 from 40,888
Change-64 (0%)
Value$13.5M (+$121.8K)
Filed 2026-10-23
XML Financial, LLC
INCREASED
Shares40,564 from 39,600
Change+964 (+2%)
Value$13.4M (+$457.5K)
Filed 2026-10-29
GW Henssler & Associates LTD
DECREASED
Shares40,482 from 40,610
Change-128 (0%)
Value$13.4M (+$99.8K)
Filed 2026-10-26
Chicago Trust Co NA
INCREASED
Shares40,054 from 34,261
Change+5,793 (+17%)
Value$13.3M (+$2.0M)
Filed 2026-10-28
Citizens National Bank Trust Department
DECREASED
Shares39,989 from 40,309
Change-320 (-1%)
Value$13.2M (+$35.2K)
Filed 2026-11-04
Kintegral Advisory, LLC
INCREASED
Shares39,969 from 39,744
Change+225 (+1%)
Value$13.2M (+$213.5K)
Filed 2026-10-16
Nilsine Partners, LLC
INCREASED
Shares39,648 from 39,511
Change+137 (+0%)
Value$13.1M (+$183.8K)
Filed 2026-11-02
Arista Wealth Management, LLC
DECREASED
Shares39,592 from 40,475
Change-883 (-2%)
Value$13.1M (-$150.5K)
Filed 2026-10-29
Chronos Wealth Management, LLC
DECREASED
Shares39,578 from 39,794
Change-216 (-1%)
Value$13.1M (+$67.8K)
Filed 2026-10-20
Parkside Financial Bank & Trust
DECREASED
Shares39,565 from 40,137
Change-572 (-1%)
Value$13.1M (-$48.6K)
Filed 2026-10-27
Wetzel Investment Advisors, Inc.
DECREASED
Shares39,291 from 39,301
Change-10 (0%)
Value$13.0M (+$134.3K)
Filed 2026-10-13
StoneX Group Inc.
INCREASED
Shares39,246 from 38,617
Change+629 (+2%)
Value$13.0M (+$355.7K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
DECREASED
Shares39,178 from 39,243
Change-65 (0%)
Value$13.0M (+$115.8K)
Filed 2026-11-02
Lorne Steinberg Wealth Management Inc.
DECREASED
Shares39,173 from 39,408
Change-235 (-1%)
Value$13.0M (+$60.2K)
Filed 2026-10-23
First Nebraska Trust Co
DECREASED
Shares39,170 from 41,129
Change-1,959 (-5%)
Value$13.0M (-$504.7K)
Filed 2026-10-30
Stablepoint Partners, LLC
DECREASED
Shares38,943 from 39,169
Change-226 (-1%)
Value$12.9M (+$62.1K)
Filed 2026-11-03
SevenBridge Financial Group, LLC
DECREASED
Shares38,885 from 39,916
Change-1,031 (-3%)
Value$13.0M (-$1.2M)
Filed 2026-10-26
Inlet Private Wealth, LLC
DECREASED
Shares38,730 from 38,940
Change-210 (-1%)
Value$12.8M (+$66.8K)
Filed 2026-10-21
Stonebridge Financial Group, LLC
INCREASED
Shares38,712 from 38,079
Change+633 (+2%)
Value$12.8M (+$342.8K)
Filed 2026-10-01
Howland Capital Management LLC
INCREASED
Shares38,701 from 38,632
Change+69 (+0%)
Value$12.8M (+$157.9K)
Filed 2026-10-22
Fusion Capital, LLC
INCREASED
Shares38,547 from 38,487
Change+60 (+0%)
Value$12.8M (+$154.4K)
Filed 2026-10-28
Fulcrum Capital LLC
INCREASED
Shares38,458 from 38,230
Change+228 (+1%)
Value$12.7M (+$209.2K)
Filed 2026-10-15
Redmond Asset Management, LLC
DECREASED
Shares38,272 from 39,877
Change-1,605 (-4%)
Value$12.7M (-$391.3K)
Filed 2026-10-27
Blue Trust, Inc.
DECREASED
Shares38,224 from 40,592
Change-2,368 (-6%)
Value$12.6M (-$641.5K)
Filed 2026-10-15
Tema Etfs LLC
DECREASED
Shares38,148 from 38,205
Change-57 (0%)
Value$12.6M (+$114.9K)
Filed 2026-10-16
Meitav Investment House LTD
DECREASED
Shares38,113 from 251,402
Change-213,289 (-85%)
Value$12.6M (-$69.7M)
Filed 2026-10-28
Asset Planning Services Inc
DECREASED
Shares38,047 from 38,172
Change-125 (0%)
Value$12.6K (-$12.5M)
Filed 2026-10-15
Valmark Advisers, Inc.
INCREASED
Shares37,981 from 36,457
Change+1,524 (+4%)
Value$12.6M (+$631.8K)
Filed 2026-11-06
Beacon Financial Group
DECREASED
Shares37,964 from 38,027
Change-63 (0%)
Value$12.6M (+$112.1K)
Filed 2026-10-19
HighPoint Advisor Group LLC
INCREASED
Shares37,892 from 37,735
Change+157 (+0%)
Value$12.5M (+$184.0K)
Filed 2026-11-09
Teamwork Financial Advisors, LLC
DECREASED
Shares37,882 from 49,574
Change-11,692 (-24%)
Value$12.5M (-$3.7M)
Filed 2026-10-19
AlphaStar Capital Management, LLC
DECREASED
Shares37,872 from 38,556
Change-684 (-2%)
Value$12.5M (-$91.2K)
Filed 2026-10-16
Lanark Financial, Inc.
DECREASED
Shares37,604 from 39,115
Change-1,511 (-4%)
Value$12.4M (-$363.2K)
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares37,573 from 36,638
Change+935 (+3%)
Value$12.4M (+$437.5K)
Filed 2026-10-20
VAN Strum & Towne Inc.
DECREASED
Shares37,493 from 38,042
Change-549 (-1%)
Value$12.4M (-$48.6K)
Filed 2026-11-06
Contravisory Investment Management, Inc.
DECREASED
Shares37,264 from 38,707
Change-1,443 (-4%)
Value$12.3M (-$341.9K)
Filed 2026-10-13
Bangor Savings Bank
DECREASED
Shares37,094 from 38,072
Change-978 (-3%)
Value$12.3M (-$190.3K)
Filed 2026-10-06
Strategic Advisors LLC
DECREASED
Shares36,981 from 38,119
Change-1,138 (-3%)
Value$12.2M (-$243.2K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares36,913 from 35,950
Change+963 (+3%)
Value$12.2M (+$444.4K)
Filed 2026-11-04
DT Investment Partners, LLC
INCREASED
Shares36,873 from 36,349
Change+524 (+1%)
Value$12.2M (+$300.6K)
Filed 2026-10-27
Angeles Wealth Management, LLC
DECREASED
Shares36,837 from 38,089
Change-1,252 (-3%)
Value$12.2M (-$280.9K)
Filed 2026-10-26
First Business Financial Services, Inc.
INCREASED
Shares36,835 from 36,121
Change+714 (+2%)
Value$12.2M (+$362.6K)
Filed 2026-10-29
Chemistry Wealth Management LLC
DECREASED
Shares36,834 from 36,914
Change-80 (0%)
Value$12.2M (+$102.7K)
Filed 2026-10-16
Mechanics Bank Trust Department
DECREASED
Shares36,825 from 39,083
Change-2,258 (-6%)
Value$12.2M (-$610.2K)
Filed 2026-10-13
BigSur Wealth Management LLC
DECREASED
Shares36,823 from 37,290
Change-467 (-1%)
Value$12.2M (-$24.0K)
Filed 2026-10-13
Aaron Wealth Advisors LLC
INCREASED
Shares36,821 from 35,779
Change+1,042 (+3%)
Value$12.2M (+$470.0K)
Filed 2026-10-13
New Hampshire Trust
DECREASED
Shares36,779 from 37,604
Change-825 (-2%)
Value$12.2M (-$141.3K)
Filed 2026-10-20
Resonant Capital Advisors, LLC
INCREASED
Shares36,714 from 35,882
Change+832 (+2%)
Value$12.1M (+$400.8K)
Filed 2026-10-15
Pensioenfonds Rail & OV
NEW
Shares36,658
Change+36,658
Value$12.1M
Filed 2026-11-09
Compass Wealth Management LLC
DECREASED
Shares36,528 from 37,070
Change-542 (-1%)
Value$12.1M (-$49.6K)
Filed 2026-10-22
Occidental Asset Management, LLC
INCREASED
Shares36,242 from 34,483
Change+1,759 (+5%)
Value$12.0M (+$702.5K)
Filed 2026-11-05
Xcel Wealth Management, LLC
DECREASED
Shares36,061 from 37,089
Change-1,028 (-3%)
Value$11.9M (-$210.3K)
Filed 2026-10-26
Boyd Watterson Asset Management LLC
DECREASED
Shares35,998 from 36,309
Change-311 (-1%)
Value$11.9M (+$24.2K)
Filed 2026-11-06
Northside Capital Management, LLC
DECREASED
Shares35,958 from 36,212
Change-254 (-1%)
Value$11.9M (+$42.7K)
Filed 2026-10-13
Blue Fin Capital, Inc.
INCREASED
Shares35,797 from 35,577
Change+220 (+1%)
Value$11.8M (+$197.4K)
Filed 2026-10-28
Cordatus Wealth Management LLC
DECREASED
Shares35,585 from 36,163
Change-578 (-2%)
Value$11.8M (-$64.6K)
Filed 2026-10-19
Coerente Capital Management
DECREASED
Shares35,533 from 41,273
Change-5,740 (-14%)
Value$11.8M (-$1.8M)
Filed 2026-10-29
Gryphon Financial Partners LLC
INCREASED
Shares35,409 from 35,296
Change+113 (+0%)
Value$11.7M (+$160.7K)
Filed 2026-11-04
Clearstead Trust, LLC
INCREASED
Shares35,260 from 34,624
Change+636 (+2%)
Value$11.7M (+$331.6K)
Filed 2026-11-06
Werlinich Asset Management, LLC
UNCHANGED
Shares35,260 from 35,260
Change0 (0%)
Value$11.7M (+$123.4K)
Filed 2026-10-09
TritonPoint Partners, LLC
DECREASED
Shares35,250 from 87,436
Change-52,186 (-60%)
Value$11.7M (-$17.0M)
Filed 2026-11-05
Access Investment Management LLC
UNCHANGED
Shares35,250 from 35,250
Change0 (0%)
Value$11.7M (+$123.4K)
Filed 2026-10-23
Legacy Financial Advisors, Inc.
INCREASED
Shares35,195 from 34,993
Change+202 (+1%)
Value$11.6M (+$189.6K)
Filed 2026-11-09
Ascentis Independent Advisors
INCREASED
Shares35,170 from 727
Change+34,443 (+4738%)
Value$11.6M (+$11.4M)
Filed 2026-11-03
SeaBridge Investment Advisors LLC
INCREASED
Shares35,151 from 32,167
Change+2,984 (+9%)
Value$11.6M (+$1.1M)
Filed 2026-11-02
Stackstone Wealth, LLC
NEW
Shares35,044
Change+35,044
Value$11.6M
Filed 2026-10-19
AlTi Global, Inc.
DECREASED
Shares35,037 from 44,853
Change-9,816 (-22%)
Value$11.6M (-$3.1M)
Filed 2026-11-09
CFM Wealth Partners LLC
DECREASED
Shares34,974 from 35,410
Change-436 (-1%)
Value$11.6M (-$20.3K)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares34,822 from 34,253
Change+569 (+2%)
Value$11.5M (+$307.8K)
Filed 2026-10-29
Augustine Asset Management Inc
INCREASED
Shares34,790 from 34,648
Change+142 (+0%)
Value$11.5M (+$168.2K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares34,658 from 33,578
Change+1,080 (+3%)
Value$11.5M (+$474.8K)
Filed 2026-10-14
Synergy Asset Management, LLC
INCREASED
Shares34,558 from 20,798
Change+13,760 (+66%)
Value$11.4M (+$4.6M)
Filed 2026-11-05
Pegasus Asset Management, Inc.
INCREASED
Shares34,551 from 34,142
Change+409 (+1%)
Value$11.4M (+$254.8K)
Filed 2026-11-03
Univest Financial Corp
INCREASED
Shares34,433 from 34,423
Change+10 (+0%)
Value$11.4M (+$123.7K)
Filed 2026-11-05
Arete Wealth Advisors, LLC
INCREASED
Shares34,369 from 34,011
Change+358 (+1%)
Value$11.4M (+$249.6K)
Filed 2026-11-09
Violich Capital Management, Inc.
INCREASED
Shares34,337 from 33,302
Change+1,035 (+3%)
Value$11.4M (+$459.0K)
Filed 2026-10-05
Forum Financial Management, LP
DECREASED
Shares34,334 from 35,013
Change-679 (-2%)
Value$11.4M (-$102.0K)
Filed 2026-10-16
Obermeyer Wealth Partners
INCREASED
Shares34,275 from 33,759
Change+516 (+2%)
Value$11.3M (+$288.9K)
Filed 2026-10-21
Capital Investment Counsel, LLC
DECREASED
Shares34,107 from 34,260
Change-153 (0%)
Value$11.3M (+$69.3K)
Filed 2026-10-14
West Branch Capital LLC
INCREASED
Shares34,095 from 33,949
Change+146 (+0%)
Value$11.3M (+$167.3K)
Filed 2026-10-20
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares34,073 from 71,175
Change-37,102 (-52%)
Value$11.3M (-$12.0M)
Filed 2026-10-16
Leuthold Group, LLC
INCREASED
Shares34,045 from 31,099
Change+2,946 (+9%)
Value$11.3M (+$1.1M)
Filed 2026-11-04
MSH Capital Advisors LLC
INCREASED
Shares34,041 from 33,369
Change+672 (+2%)
Value$11.3M (+$339.1K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
DECREASED
Shares34,017 from 34,321
Change-304 (-1%)
Value$11.3M (+$19.5K)
Filed 2026-10-29
CoreCap Advisors, LLC
INCREASED
Shares34,016 from 32,313
Change+1,703 (+5%)
Value$11.3M (+$676.4K)
Filed 2026-10-08
Charles Schwab Trust Co
INCREASED
Shares33,943 from 32,921
Change+1,022 (+3%)
Value$11.2M (+$453.3K)
Filed 2026-10-15
Bradley & Co. Private Wealth Management, LLC
DECREASED
Shares33,864 from 39,329
Change-5,465 (-14%)
Value$11.2M (-$1.7M)
Filed 2026-10-23
Wealth Advisory Solutions, LLC
DECREASED
Shares33,827 from 34,035
Change-208 (-1%)
Value$11.2M (+$50.3K)
Filed 2026-10-20
Indiana Trust & Investment Management Co
INCREASED
Shares33,778 from 33,768
Change+10 (+0%)
Value$11.2M (+$121.5K)
Filed 2026-10-22
McGinn Penninger Investment Management, Inc.
DECREASED
Shares33,683 from 34,708
Change-1,025 (-3%)
Value$11.1M (-$218.0K)
Filed 2026-11-09
Cove Private Wealth, LLC
INCREASED
Shares33,670 from 32,121
Change+1,549 (+5%)
Value$11.1M (+$624.9K)
Filed 2026-10-28
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares33,616 from 33,415
Change+201 (+1%)
Value$11.1M (+$141.4K)
Filed 2026-10-20
Clarity Wealth Advisors, LLC
INCREASED
Shares33,522 from 33,494
Change+28 (+0%)
Value$11.1M (+$126.3K)
Filed 2026-10-21
Allen Capital Group, LLC
DECREASED
Shares33,441 from 33,826
Change-385 (-1%)
Value$11.1M (-$8.9K)
Filed 2026-10-27
Udine Wealth Management, Inc.
INCREASED
Shares33,405 from 33,307
Change+98 (+0%)
Value$11.1M (+$149.0K)
Filed 2026-10-23
Bill Few Associates, Inc.
DECREASED
Shares33,124 from 33,603
Change-479 (-1%)
Value$11.0M (-$41.1K)
Filed 2026-10-09
GAM Holding AG
DECREASED
Shares33,089 from 38,045
Change-4,956 (-13%)
Value$10.9M (-$1.5M)
Filed 2026-11-03
Cooper Capital Advisors LLC
INCREASED
Shares33,016 from 32,690
Change+326 (+1%)
Value$10.9M (+$222.3K)
Filed 2026-10-29
Excalibur Management Corp
DECREASED
Shares33,002 from 33,718
Change-716 (-2%)
Value$10.9M (-$119.2K)
Filed 2026-11-02
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED
Shares33,000 from 33,000
Change0 (0%)
Value$10.9M (+$115.5K)
Filed 2026-11-06
Great Lakes Retirement, Inc.
INCREASED
Shares32,915 from 32,198
Change+717 (+2%)
Value$10.9M (+$349.8K)
Filed 2026-10-26
Nikulski Financial, Inc.
DECREASED
Shares32,886 from 33,597
Change-711 (-2%)
Value$10.9M (-$117.6K)
Filed 2026-11-06
Founders Capital Management
DECREASED
Shares32,886 from 32,950
Change-64 (0%)
Value$10.9M (+$94.2K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares32,806 from 31,761
Change+1,045 (+3%)
Value$10.9M (+$459.0K)
Filed 2026-10-14
International Assets Investment Management, LLC
DECREASED
Shares32,783 from 1,667,427
Change-1,634,644 (-98%)
Value$10.9M (-$1.8M)
Filed 2026-11-02
Little House Capital LLC
INCREASED
Shares32,647 from 31,858
Change+789 (+2%)
Value$10.8M (+$372.5K)
Filed 2026-11-06
Rockline Wealth Management, LLC
DECREASED
Shares32,512 from 33,212
Change-700 (-2%)
Value$10.8M (-$115.6K)
Filed 2026-10-26
Somerset Trust Co
DECREASED
Shares32,449 from 32,949
Change-500 (-2%)
Value$10.7M (-$50.1K)
Filed 2026-10-13
Brown Shipley& Co Ltd
INCREASED
Shares32,226 from 31,601
Change+625 (+2%)
Value$10.7M (+$317.4K)
Filed 2026-10-09
Simon Quick Advisors, LLC
INCREASED
Shares31,995 from 27,175
Change+4,820 (+18%)
Value$10.6M (+$1.7M)
Filed 2026-10-26
Avior Wealth Management, LLC
DECREASED
Shares31,957 from 34,247
Change-2,290 (-7%)
Value$10.6M (-$637.9K)
Filed 2026-10-13
Chapin Davis, Inc.
DECREASED
Shares31,872 from 31,933
Change-61 (0%)
Value$10.5M (+$91.3K)
Filed 2026-10-09
Fire Capital Management LLC
INCREASED
Shares31,824 from 18,832
Change+12,992 (+69%)
Value$10.5M (+$4.4M)
Filed 2026-10-27
HCR Wealth Advisors
INCREASED
Shares31,682 from 31,113
Change+569 (+2%)
Value$10.5M (+$297.2K)
Filed 2026-10-15
Bedel Financial Consulting, Inc.
DECREASED
Shares31,603 from 31,680
Change-77 (0%)
Value$10.5M (+$85.5K)
Filed 2026-11-06
Summit Global Investments
INCREASED
Shares31,448 from 16,542
Change+14,906 (+90%)
Value$10.4K (-$5.4M)
Filed 2026-10-28
Manitou Investment Management Ltd.
DECREASED
Shares31,388 from 41,996
Change-10,608 (-25%)
Value$10.4M (-$3.4M)
Filed 2026-10-15
Guyasuta Investment Advisors Inc
DECREASED
Shares31,165 from 32,545
Change-1,380 (-4%)
Value$10.3M (-$342.9K)
Filed 2026-10-15
NTV Asset Management LLC
INCREASED
Shares31,031 from 30,902
Change+129 (+0%)
Value$10.3M (+$151.2K)
Filed 2026-10-23
Ninety One North America, Inc.
UNCHANGED
Shares31,011 from 31,011
Change0 (0%)
Value$10.3M (+$108.5K)
Filed 2026-10-15
Summerhill Capital Management lnc.
DECREASED
Shares30,908 from 31,239
Change-331 (-1%)
Value$10.2M (-$168)
Filed 2026-11-02
Everett Harris & Co
INCREASED
Shares30,881 from 30,793
Change+88 (+0%)
Value$10.2M (+$136.9K)
Filed 2026-10-28
LVW Advisors, LLC
DECREASED
Shares30,877 from 31,362
Change-485 (-2%)
Value$10.2M (-$50.5K)
Filed 2026-10-19
Investment Partners, Ltd.
INCREASED
Shares30,864 from 17,484
Change+13,380 (+77%)
Value$10.2M (+$4.5M)
Filed 2026-10-29
Concord Wealth Partners
DECREASED
Shares30,860 from 30,997
Change-137 (0%)
Value$10.2M (+$63.4K)
Filed 2026-11-02
Argentarii, LLC
INCREASED
Shares30,776 from 30,768
Change+8 (+0%)
Value$10.2M (-$957.6K)
Filed 2026-10-28
Advanced Asset Management Advisors Inc
DECREASED
Shares30,763 from 30,913
Change-150 (0%)
Value$10.2M (+$58.7K)
Filed 2026-10-20
Alpha Omega Wealth Management LLC
INCREASED
Shares30,758 from 30,491
Change+267 (+1%)
Value$10.2M (+$195.2K)
Filed 2026-10-23
Grove Bank & Trust
DECREASED
Shares30,735 from 30,891
Change-156 (-1%)
Value$10.2M (+$56.5K)
Filed 2026-10-08
Sage Mountain Advisors LLC
INCREASED
Shares30,722 from 30,247
Change+475 (+2%)
Value$10.2M (+$263.0K)
Filed 2026-11-02
Columbia Asset Management
DECREASED
Shares30,685 from 31,797
Change-1,112 (-3%)
Value$10.2M (-$256.5K)
Filed 2026-10-19
Greenwood Capital Associates LLC
DECREASED
Shares30,673 from 31,815
Change-1,142 (-4%)
Value$10.1M (-$266.5K)
Filed 2026-10-27
Formidable Asset Management, LLC
INCREASED
Shares30,565 from 27,555
Change+3,010 (+11%)
Value$10.0M (+$1.9M)
Filed 2026-11-03
Mattern Capital Management, LLC
DECREASED
Shares30,563 from 31,711
Change-1,148 (-4%)
Value$10.1M (-$268.8K)
Filed 2026-11-02
Platform Technology Partners
INCREASED
Shares30,543 from 30,506
Change+37 (+0%)
Value$10.1M (+$118.8K)
Filed 2026-11-02
William B. Walkup & Associates, Inc.
INCREASED
Shares30,542 from 30,237
Change+305 (+1%)
Value$10.1M (+$206.7K)
Filed 2026-11-05
Baugh & Associates, LLC
INCREASED
Shares30,511 from 29,322
Change+1,189 (+4%)
Value$9.4M (-$191.8K)
Filed 2026-10-16
Mandatum Life Insurance Co Ltd
UNCHANGED
Shares30,502 from 30,502
Change0 (0%)
Value$10.1M (+$106.8K)
Filed 2026-11-06
Chemung Canal Trust Co
DECREASED
Shares30,442 from 30,577
Change-135 (0%)
Value$10.1M (+$62.4K)
Filed 2026-11-04
KTF Investments, LLC
INCREASED
Shares30,355 from 29,053
Change+1,302 (+4%)
Value$10.0M (+$532.4K)
Filed 2026-10-23
Lineweaver Wealth Advisors, LLC
INCREASED
Shares30,346 from 29,625
Change+721 (+2%)
Value$10.0M (+$342.3K)
Filed 2026-10-13
Profund Advisors LLC
INCREASED
Shares30,340 from 27,853
Change+2,487 (+9%)
Value$10.0M (+$920.3K)
Filed 2026-10-29
Intact Investment Management Inc.
DECREASED
Shares30,300 from 33,700
Change-3,400 (-10%)
Value$10.0M (-$1.0M)
Filed 2026-11-03
Bell & Brown Wealth Advisors, LLC
DECREASED
Shares30,258 from 32,120
Change-1,862 (-6%)
Value$10.0M (-$503.5K)
Filed 2026-10-16
Premier Path Wealth Partners, LLC
INCREASED
Shares30,236 from 29,243
Change+993 (+3%)
Value$10.0M (+$431.1K)
Filed 2026-10-16
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares30,128 from 26,975
Change+3,153 (+12%)
Value$10.0K (-$8.8M)
Filed 2026-11-02
Patten Group, Inc.
DECREASED
Shares30,118 from 30,366
Change-248 (-1%)
Value$10.0M (+$24.1K)
Filed 2026-10-26
Beacon Bank & Trust
DECREASED
Shares30,108 from 31,087
Change-979 (-3%)
Value$10.0M (-$215.1K)
Filed 2026-10-27
Essex LLC
DECREASED
Shares30,108 from 30,678
Change-570 (-2%)
Value$10.0M (-$81.1K)
Filed 2026-10-14
Allen Holding Inc
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$9.9M (+$105.0K)
Filed 2026-11-03
Wealth Effects LLC
DECREASED
Shares29,901 from 30,178
Change-277 (-1%)
Value$9.9M (+$14.2K)
Filed 2026-10-23
Trust Asset Management LLC
UNCHANGED
Shares29,854 from 29,854
Change0 (0%)
Value$9.9M (+$104.5K)
Filed 2026-11-03
Avestar Capital, LLC
DECREASED
Shares29,819 from 33,125
Change-3,306 (-10%)
Value$9.9M (-$978.0K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
INCREASED
Shares29,749 from 29,679
Change+70 (+0%)
Value$9.9M (+$139.3K)
Filed 2026-10-30
AdvisorNet Financial, Inc
INCREASED
Shares29,740 from 29,260
Change+480 (+2%)
Value$10.0M (+$393.5K)
Filed 2026-10-15
Phillips Financial Management, LLC
DECREASED
Shares29,720 from 30,532
Change-812 (-3%)
Value$9.8M (-$161.8K)
Filed 2026-10-19
RDA Financial Network
DECREASED
Shares29,614 from 29,995
Change-381 (-1%)
Value$9.8M (-$20.9K)
Filed 2026-10-15
Hoey Investments, Inc
INCREASED
Shares29,589 from 29,421
Change+168 (+1%)
Value$9.8M (+$158.6K)
Filed 2026-10-29
Advisortrust Partners, LLC
INCREASED
Shares29,576 from 29,465
Change+111 (+0%)
Value$9.8M (+$139.8K)
Filed 2026-11-02
DLK Investment Management, LLC
DECREASED
Shares29,551 from 37,931
Change-8,380 (-22%)
Value$9.8M (+$2.1M)
Filed 2026-10-09
Amarillo National Bank
DECREASED
Shares29,546 from 29,568
Change-22 (0%)
Value$9.8M (+$96.2K)
Filed 2026-10-23
Hixon Zuercher, LLC
DECREASED
Shares29,488 from 29,750
Change-262 (-1%)
Value$9.8M (+$17.3K)
Filed 2026-10-13
Hamilton Point Investment Advisors, LLC
INCREASED
Shares29,467 from 29,054
Change+413 (+1%)
Value$9.7M (+$238.3K)
Filed 2026-11-03
Jericho Financial, LLP
DECREASED
Shares29,458 from 29,658
Change-200 (-1%)
Value$9.7M (+$37.5K)
Filed 2026-10-13
Brick & Kyle, Associates
DECREASED
Shares29,429 from 29,578
Change-149 (0%)
Value$9.7M (+$1.0M)
Filed 2026-11-05
Advocate Group LLC
DECREASED
Shares29,381 from 31,195
Change-1,814 (-6%)
Value$9.7M (-$490.9K)
Filed 2026-10-19
Krilogy Financial LLC
INCREASED
Shares29,374 from 25,202
Change+4,172 (+17%)
Value$9.8M (+$1.6M)
Filed 2026-10-13
Greystone Financial Group, LLC
DECREASED
Shares29,372 from 29,508
Change-136 (0%)
Value$9.7M (+$58.3K)
Filed 2026-10-26
Zevenbergen Capital Investments LLC
INCREASED
Shares29,263 from 28,623
Change+640 (+2%)
Value$9.7M (+$311.9K)
Filed 2026-10-08
Heritage Wealth Management, Inc.
DECREASED
Shares29,256 from 29,383
Change-127 (0%)
Value$9.7M (+$60.9K)
Filed 2026-10-28
Lake Street Private Wealth, LLC
DECREASED
Shares29,224 from 29,272
Change-48 (0%)
Value$9.7M (+$86.7K)
Filed 2026-10-22
Schmidt P J Investment Management Inc
INCREASED
Shares29,187 from 28,976
Change+211 (+1%)
Value$9.7M (+$171.2K)
Filed 2026-11-02
Sycomore Asset Management
UNCHANGED
Shares29,164 from 29,164
Change0 (0%)
Value$8.9K ($0)
Filed 2026-10-26
Westco Advisory Services Inc
DECREASED
Shares29,088 from 29,166
Change-78 (0%)
Value$9.6M (+$76.3K)
Filed 2026-10-14
High Note Wealth, LLC
DECREASED
Shares29,085 from 29,150
Change-65 (0%)
Value$9.6M (+$80.7K)
Filed 2026-10-27
Marino, Stram & Associates LLC
INCREASED
Shares29,062 from 28,402
Change+660 (+2%)
Value$9.6M (+$317.7K)
Filed 2026-10-22
Diversified Enterprises, LLC
INCREASED
Shares29,027 from 26,872
Change+2,155 (+8%)
Value$9.6M (+$806.9K)
Filed 2026-10-19
Trifecta Capital Advisors, LLC
INCREASED
Shares29,021 from 28,433
Change+588 (+2%)
Value$9.6M (+$293.8K)
Filed 2026-10-21
Beutel, Goodman & Co Ltd.
DECREASED
Shares29,018 from 29,568
Change-550 (-2%)
Value$9.6M (-$78.0K)
Filed 2026-11-04
E&G Advisors, LLC
DECREASED
Shares29,016 from 29,344
Change-328 (-1%)
Value$9.6M (-$6.2K)
Filed 2026-10-13
First Interstate Bank
DECREASED
Shares28,923 from 29,970
Change-1,047 (-3%)
Value$9.6M (-$241.5K)
Filed 2026-10-23
Old Second National Bank of Aurora
DECREASED
Shares28,862 from 35,429
Change-6,567 (-19%)
Value$9.5M (-$2.0M)
Filed 2026-10-22
Argyle Capital Management, LLC
DECREASED
Shares28,852 from 29,477
Change-625 (-2%)
Value$9.5M (-$103.6K)
Filed 2026-10-28
Parisi Gray Wealth Management
INCREASED
Shares28,784 from 28,459
Change+325 (+1%)
Value$9.5M (+$207.3K)
Filed 2026-10-16
Herold Advisors, Inc.
DECREASED
Shares28,766 from 29,211
Change-445 (-2%)
Value$9.5M (-$42.7K)
Filed 2026-10-19
N.E.W. Advisory Services LLC
INCREASED
Shares28,743 from 9,356
Change+19,387 (+207%)
Value$9.5M (+$6.4M)
Filed 2026-11-09
Washington Trust Advisors, Inc.
DECREASED
Shares28,695 from 29,204
Change-509 (-2%)
Value$9.5M (-$66.2K)
Filed 2026-10-22
MTM Investment Management, LLC
DECREASED
Shares28,665 from 28,774
Change-109 (0%)
Value$9.5M (+$64.9K)
Filed 2026-10-30
Everhart Financial Group, Inc.
INCREASED
Shares28,544 from 27,883
Change+661 (+2%)
Value$9.4M (+$316.3K)
Filed 2026-10-08
Hartford Financial Management Inc.
DECREASED
Shares28,421 from 28,642
Change-221 (-1%)
Value$9.4M (+$26.8K)
Filed 2026-10-21
LEE Danner & Bass Inc
INCREASED
Shares28,401 from 28,116
Change+285 (+1%)
Value$9.4M (+$192.7K)
Filed 2026-10-27
Norden Group LLC
INCREASED
Shares28,398 from 28,371
Change+27 (+0%)
Value$9.4M (+$108.7K)
Filed 2026-10-20
KG Capital Management
DECREASED
Shares28,375 from 28,885
Change-510 (-2%)
Value$9.4M (-$67.6K)
Filed 2026-10-15
Mcdonald Partners LLC
DECREASED
Shares28,343 from 28,608
Change-265 (-1%)
Value$9.4M (+$12.4K)
Filed 2026-11-03
McBroom & Associates, LLC
DECREASED
Shares28,339 from 31,851
Change-3,512 (-11%)
Value$9.4M (-$1.1M)
Filed 2026-10-29
Nwam LLC
INCREASED
Shares28,324 from 27,880
Change+444 (+2%)
Value$9.4M (+$244.2K)
Filed 2026-11-09
Cottage Street Advisors LLC
DECREASED
Shares28,263 from 28,709
Change-446 (-2%)
Value$9.4M (-$78.5K)
Filed 2026-10-19
White Pine Investment Co
DECREASED
Shares28,254 from 28,657
Change-403 (-1%)
Value$9.3K (-$9.4M)
Filed 2026-10-15
Beau Ventures, LLc
UNCHANGED
Shares28,231 from 28,231
Change0 (0%)
Value$9.3M (+$98.8K)
Filed 2026-10-14
Hoertkorn Richard Charles
DECREASED
Shares28,206 from 28,721
Change-515 (-2%)
Value$9.3M (-$69.9K)
Filed 2026-11-04
Lauterbach Financial Advisors, LLC
INCREASED
Shares28,159 from 28,147
Change+12 (+0%)
Value$9.3M (+$102.4K)
Filed 2026-10-21
Addison Capital Co
DECREASED
Shares28,090 from 31,707
Change-3,617 (-11%)
Value$9.3M (-$1.1M)
Filed 2026-11-09
United Bank
DECREASED
Shares28,051 from 28,348
Change-297 (-1%)
Value$9.3M (+$961)
Filed 2026-11-06
Codex Capital Asset Management L.L.C.
UNCHANGED
Shares28,050 from 28,050
Change0 (0%)
Value$9.2M (+$93.4K)
Filed 2026-10-30
MCF Advisors LLC
DECREASED
Shares27,978 from 28,017
Change-39 (0%)
Value$9.3M (+$85.4K)
Filed 2026-10-28
Essex Bank
INCREASED
Shares27,925 from 27,346
Change+579 (+2%)
Value$9.2M (+$287.3K)
Filed 2026-10-16
Pathway Financial Advisers, LLC
DECREASED
Shares27,863 from 27,930
Change-67 (0%)
Value$9.2M (+$75.4K)
Filed 2026-10-27
RED Cedar Investment Management, LLC
UNCHANGED
Shares27,711 from 27,711
Change0 (0%)
Value$9.2M (+$97.0K)
Filed 2026-11-04
S-Bank Fund Management Ltd
INCREASED
Shares27,589 from 26,833
Change+756 (+3%)
Value$9.1M (+$344.0K)
Filed 2026-11-06
Concord Asset Management, LLC
INCREASED
Shares27,547 from 27,164
Change+383 (+1%)
Value$9.1M (+$221.6K)
Filed 2026-11-02
Texas Bank & Trust Co
DECREASED
Shares27,517 from 28,131
Change-614 (-2%)
Value$9.1M (-$104.7K)
Filed 2026-11-04
Act Two Investors LLC
UNCHANGED
Shares27,491 from 27,491
Change0 (0%)
Value$9.1M (+$96.2K)
Filed 2026-11-09
Consolidated Investment Group LLC
UNCHANGED
Shares27,457 from 27,457
Change0 (0%)
Value$9.1M (+$96.1K)
Filed 2026-11-04
Capital Asset Advisory Services LLC
DECREASED
Shares27,451 from 31,760
Change-4,309 (-14%)
Value$9.2M (-$1.2M)
Filed 2026-10-30
AMI Investment Management Inc
DECREASED
Shares27,427 from 28,379
Change-952 (-3%)
Value$9.1M (-$215.7K)
Filed 2026-10-27
Evexia Wealth LLC
DECREASED
Shares27,384 from 28,967
Change-1,583 (-5%)
Value$9.1M (-$1.1M)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
INCREASED
Shares27,370 from 1,459
Change+25,911 (+1776%)
Value$9.1M (+$8.6M)
Filed 2026-10-30
Lincoln Capital LLC
DECREASED
Shares27,324 from 27,365
Change-41 (0%)
Value$9.1M (+$110.1K)
Filed 2026-10-09
Connecticut Wealth Management, LLC
DECREASED
Shares27,242 from 27,246
Change-4 (0%)
Value$9.0M (+$94.2K)
Filed 2026-10-13
Myriad Asset Management Advisors LLC
UNCHANGED
Shares27,212 from 27,212
Change0 (0%)
Value$9.0M (+$96.0K)
Filed 2026-11-03
MV Capital Management, Inc.
DECREASED
Shares27,171 from 29,272
Change-2,101 (-7%)
Value$9.0M (-$592.6K)
Filed 2026-10-29
Compton Wealth Advisory Group, LLC
DECREASED
Shares27,106 from 27,851
Change-745 (-3%)
Value$9.0M (-$273.1K)
Filed 2026-10-13
Romano Brothers and Company
DECREASED
Shares27,084 from 27,161
Change-77 (0%)
Value$9.0M (+$69.3K)
Filed 2026-10-22
Investors Asset Management of Georgia Inc
UNCHANGED
Shares26,964 from 26,964
Change0 (0%)
Value$8.9M (+$94.4K)
Filed 2026-10-20
WealthPlan Investment Management, LLC
DECREASED
Shares26,929 from 29,282
Change-2,353 (-8%)
Value$8.9M (-$676.1K)
Filed 2026-10-15
Brandywine OAK Private Wealth LLC
DECREASED
Shares26,859 from 27,611
Change-752 (-3%)
Value$8.9M (-$152.1K)
Filed 2026-10-23
Arjuna Capital
DECREASED
Shares26,611 from 27,037
Change-426 (-2%)
Value$8.8M (-$46.3K)
Filed 2026-11-03
SkyOak Wealth, LLC
DECREASED
Shares26,510 from 26,977
Change-467 (-2%)
Value$8.8M (-$60.2K)
Filed 2026-10-28
Mine & Arao Wealth Creation & Management, Llc.
INCREASED
Shares26,503 from 25,931
Change+572 (+2%)
Value$8.8M (+$280.3K)
Filed 2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares26,465 from 26,692
Change-227 (-1%)
Value$8.8M (+$18.3K)
Filed 2026-10-21
Mattern Wealth Management LLC
DECREASED
Shares26,437 from 26,466
Change-29 (0%)
Value$8.7M (+$83.3K)
Filed 2026-11-04
Hengehold Capital Management LLC
DECREASED
Shares26,397 from 26,844
Change-447 (-2%)
Value$8.7M (-$53.9K)
Filed 2026-10-16
Coastline Trust Co
DECREASED
Shares26,359 from 28,950
Change-2,591 (-9%)
Value$8.7M (-$755.9K)
Filed 2026-10-01
Cornerstone Wealth Management, LLC
DECREASED
Shares26,343 from 26,626
Change-283 (-1%)
Value$8.7M (-$537)
Filed 2026-11-04
BNC Wealth Management, LLC
INCREASED
Shares26,247 from 26,141
Change+106 (+0%)
Value$8.7M (+$126.5K)
Filed 2026-10-19
First Premier Bank
DECREASED
Shares26,168 from 26,358
Change-190 (-1%)
Value$8.7K (+$30)
Filed 2026-10-13
Peddock Capital Advisors, LLC
DECREASED
Shares26,132 from 26,404
Change-272 (-1%)
Value$8.6M (+$2.5K)
Filed 2026-10-16
Leelyn Smith, LLC
INCREASED
Shares26,120 from 22,894
Change+3,226 (+14%)
Value$8.6M (+$1.1M)
Filed 2026-11-03
CMH Wealth Management LLC
DECREASED
Shares26,116 from 27,516
Change-1,400 (-5%)
Value$8.6M (-$366.9K)
Filed 2026-10-22
Consolidated Capital Management, LLC
DECREASED
Shares26,071 from 26,183
Change-112 (0%)
Value$8.6M (+$54.6K)
Filed 2026-10-13
Sitrin Capital Management LLC
DECREASED
Shares26,053 from 26,388
Change-335 (-1%)
Value$8.6M (-$18.5K)
Filed 2026-10-19
Asset Dedication, LLC
DECREASED
Shares26,052 from 26,184
Change-132 (0%)
Value$8.6M (+$47.9K)
Filed 2026-11-03
Aprio Wealth Management, LLC
INCREASED
Shares26,028 from 25,329
Change+699 (+3%)
Value$8.6M (+$319.9K)
Filed 2026-10-28
RPG Investment Advisory, LLC
DECREASED
Shares25,956 from 46,404
Change-20,448 (-44%)
Value$8.6M (-$6.6M)
Filed 2026-10-21
Liberty Capital Management, Inc.
DECREASED
Shares25,942 from 27,048
Change-1,106 (-4%)
Value$8.6M (-$271.2K)
Filed 2026-11-02
PFG Advisors
DECREASED
Shares25,919 from 31,203
Change-5,284 (-17%)
Value$8.6M (-$1.6M)
Filed 2026-10-16
Delta Capital Management LLC
INCREASED
Shares25,885 from 25,455
Change+430 (+2%)
Value$8.6K (+$232)
Filed 2026-10-16
Hohimer Wealth Management, LLC
DECREASED
Shares25,830 from 25,882
Change-52 (0%)
Value$8.5M (+$73.4K)
Filed 2026-11-04
Aspiriant, LLC
DECREASED
Shares25,804 from 27,003
Change-1,199 (-4%)
Value$8.5M (-$302.4K)
Filed 2026-10-16
Montecito Bank & Trust
DECREASED
Shares25,796 from 25,861
Change-65 (0%)
Value$8.5M (+$69.0K)
Filed 2026-10-01
LJI Wealth Management, LLC
INCREASED
Shares25,761 from 25,675
Change+86 (+0%)
Value$8.5M (+$118.4K)
Filed 2026-10-28
StrongBox Wealth, LLC
DECREASED
Shares25,702 from 26,280
Change-578 (-2%)
Value$8.5M (-$99.2K)
Filed 2026-11-02
Courant Investment Management LLC
DECREASED
Shares25,697 from 70,697
Change-45,000 (-64%)
Value$8.5M (-$14.6M)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares25,605 from 25,898
Change-293 (-1%)
Value$8.5M (-$6.5K)
Filed 2026-10-27
First Pacific Financial
DECREASED
Shares25,591 from 26,016
Change-425 (-2%)
Value$8.5M (-$49.6K)
Filed 2026-10-14
Uncommon Cents Investing Inc
DECREASED
Shares25,540 from 25,630
Change-90 (0%)
Value$8.4M (+$59.9K)
Filed 2026-10-20
Strategic Blueprint, LLC
INCREASED
Shares25,523 from 25,519
Change+4 (+0%)
Value$8.4M (+$90.7K)
Filed 2026-10-22
Benin Management Corp
INCREASED
Shares25,431 from 24,531
Change+900 (+4%)
Value$8.4M (+$383.6K)
Filed 2026-10-22
Bfsg, LLC
DECREASED
Shares25,388 from 26,235
Change-847 (-3%)
Value$8.4M (-$188.3K)
Filed 2026-10-30
AM Investment Strategies LLC
INCREASED
Shares25,328 from 25,257
Change+71 (+0%)
Value$8.4M (+$8.4M)
Filed 2026-11-05
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares25,299 from 25,922
Change-623 (-2%)
Value$8.4M (-$115.4K)
Filed 2026-10-15
Joseph Group Capital Management
INCREASED
Shares25,283 from 24,543
Change+740 (+3%)
Value$8.4M (+$330.5K)
Filed 2026-11-04
Investment Research & Advisory Group, Inc.
DECREASED
Shares25,221 from 25,929
Change-708 (-3%)
Value$8.4M (-$124.0K)
Filed 2026-10-19
Old Port Advisors
DECREASED
Shares25,199 from 25,672
Change-473 (-2%)
Value$8.3M (-$66.6K)
Filed 2026-10-23
United Advisor Group, LLC
INCREASED
Shares25,147 from 23,759
Change+1,388 (+6%)
Value$8.3M (+$542.4K)
Filed 2026-11-03
Brown, Lisle Ings, Inc.
INCREASED
Shares25,051 from 24,747
Change+304 (+1%)
Value$8.3M (+$187.2K)
Filed 2026-10-16
Bank of New Hampshire
DECREASED
Shares25,042 from 25,431
Change-389 (-2%)
Value$8.3M (-$39.7K)
Filed 2026-10-06
Eos Management, L.P.
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$8.3M (+$87.5K)
Filed 2026-10-27
Cigna Investments Inc
DECREASED
Shares24,982 from 25,303
Change-321 (-1%)
Value$8.3K (-$8.3M)
Filed 2026-10-19
Moneco Advisors, LLC
INCREASED
Shares24,960 from 24,394
Change+566 (+2%)
Value$8.3M (+$272.6K)
Filed 2026-11-05
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares24,871 from 25,815
Change-944 (-4%)
Value$8.2M (-$221.7K)
Filed 2026-10-09
Symphony Financial, Ltd. Co.
INCREASED
Shares24,806 from 24,316
Change+490 (+2%)
Value$8.3M (+$298.2K)
Filed 2026-10-22
Covenant Asset Management, LLC
DECREASED
Shares24,750 from 25,140
Change-390 (-2%)
Value$8.2M (-$41.4K)
Filed 2026-10-14
Family Legacy, Inc.
INCREASED
Shares24,679 from 24,668
Change+11 (+0%)
Value$8.2M (+$90.0K)
Filed 2026-10-13
Scott & Selber, Inc.
DECREASED
Shares24,660 from 24,698
Change-38 (0%)
Value$8.2M (+$73.7K)
Filed 2026-10-21
Relyea Zuckerberg Hanson LLC
DECREASED
Shares24,624 from 26,260
Change-1,636 (-6%)
Value$8.1M (-$449.5K)
Filed 2026-10-20
Dudley Capital Management, LLC
UNCHANGED
Shares24,573 from 24,573
Change0 (0%)
Value$8.1M (+$86.3K)
Filed 2026-10-23
Pacifica Partners Inc.
DECREASED
Shares24,529 from 24,766
Change-237 (-1%)
Value$8.2M (-$105.7K)
Filed 2026-10-09
Agate Pass Investment Management, LLC
INCREASED
Shares24,522 from 23,958
Change+564 (+2%)
Value$8.1M (+$270.4K)
Filed 2026-10-20
Catalyst Financial Partners LLC
INCREASED
Shares24,434 from 23,719
Change+715 (+3%)
Value$8.1M (+$319.6K)
Filed 2026-11-06
Philadelphia Trust Co
DECREASED
Shares24,417 from 32,064
Change-7,647 (-24%)
Value$8.1M (-$2.4M)
Filed 2026-11-05
Nichols & Pratt Advisers LLP
INCREASED
Shares24,357 from 22,707
Change+1,650 (+7%)
Value$8.1M (+$682.6K)
Filed 2026-10-13
AGP Franklin, LLC
DECREASED
Shares24,320 from 24,405
Change-85 (0%)
Value$8.0M (+$57.3K)
Filed 2026-11-04
Hennessy Advisors Inc
DECREASED
Shares24,300 from 24,900
Change-600 (-2%)
Value$8.0M (-$111.3K)
Filed 2026-10-28
Wright Investors Service Inc
DECREASED
Shares24,239 from 24,858
Change-619 (-2%)
Value$8.0M (-$117.8K)
Filed 2026-11-02
Roberts Wealth Advisors, LLC
DECREASED
Shares24,132 from 24,239
Change-107 (0%)
Value$8.0M (+$49.4K)
Filed 2026-10-14
Arlington Financial Advisors, LLC
DECREASED
Shares24,019 from 25,081
Change-1,062 (-4%)
Value$7.9M (-$263.6K)
Filed 2026-10-19
Cherokee Insurance Co
UNCHANGED
Shares24,010 from 24,010
Change0 (0%)
Value$7.9M (+$84.0K)
Filed 2026-11-05
Bretton Capital Management, LLC
UNCHANGED
Shares24,000 from 24,000
Change0 (0%)
Value$7.9M (+$84.0K)
Filed 2026-10-22
Stone Summit Wealth LLC
DECREASED
Shares23,915 from 27,174
Change-3,259 (-12%)
Value$7.9M (-$983.1K)
Filed 2026-10-14
Kestra Investment Management, LLC
DECREASED
Shares23,892 from 31,368
Change-7,476 (-24%)
Value$7.9M (-$2.4M)
Filed 2026-11-04
Earned Wealth Advisors, LLC
INCREASED
Shares23,878 from 23,519
Change+359 (+2%)
Value$7.9M (+$201.1K)
Filed 2026-11-06
Atlas Brown,Inc.
DECREASED
Shares23,862 from 23,967
Change-105 (0%)
Value$7.9M (+$49.3K)
Filed 2026-10-09
Mechanics Financial Corp
DECREASED
Shares23,840 from 24,120
Change-280 (-1%)
Value$7.9M (-$8.2K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares23,837 from 22,544
Change+1,293 (+6%)
Value$7.9M (+$506.8K)
Filed 2026-10-29
Bison Wealth, LLC
INCREASED
Shares23,830 from 23,533
Change+297 (+1%)
Value$8.0M (+$18.8K)
Filed 2026-10-13
Ables, Iannone, Moore & Associates, Inc.
DECREASED
Shares23,821 from 24,495
Change-674 (-3%)
Value$7.9M (-$137.2K)
Filed 2026-10-06
Y.D. More Investments Ltd
INCREASED
Shares23,754 from 18,561
Change+5,193 (+28%)
Value$7.9M (+$1.8M)
Filed 2026-11-02
Sentinel Trust Co LBA
INCREASED
Shares23,659 from 23,166
Change+493 (+2%)
Value$7.8M (+$7.8M)
Filed 2026-11-03
Skylands Capital, LLC
DECREASED
Shares23,645 from 23,785
Change-140 (-1%)
Value$7.8M (+$36.9K)
Filed 2026-10-21
Archford Capital Strategies, LLC
INCREASED
Shares23,571 from 22,153
Change+1,418 (+6%)
Value$7.8M (+$546.8K)
Filed 2026-10-19
Advisor OS, LLC
INCREASED
Shares23,545 from 23,396
Change+149 (+1%)
Value$7.8M (+$131.1K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
INCREASED
Shares23,502 from 23,301
Change+201 (+1%)
Value$7.8M (+$148.1K)
Filed 2026-10-16
Midwest Professional Planners, Ltd.
DECREASED
Shares23,486 from 24,533
Change-1,047 (-4%)
Value$7.8M (-$260.5K)
Filed 2026-10-29
Evergreen Private Wealth LLC
INCREASED
Shares23,476 from 23,343
Change+133 (+1%)
Value$7.8M (+$125.7K)
Filed 2026-10-30
Caliber Wealth Management, LLC / KS
DECREASED
Shares23,448 from 23,778
Change-330 (-1%)
Value$7.8M (-$26.2K)
Filed 2026-11-04
Rockport Wealth LLC
UNCHANGED
Shares23,443 from 23,443
Change0 (0%)
Value$7.8M (+$82.1K)
Filed 2026-11-03
TigerOak Management, L.L.C.
INCREASED
Shares23,437 from 22,761
Change+676 (+3%)
Value$7.8M (+$303.3K)
Filed 2026-10-23
Greenfield Savings Bank
DECREASED
Shares23,305 from 23,408
Change-103 (0%)
Value$7.7M (+$47.9K)
Filed 2026-10-07
Trinity Financial Advisors LLC
INCREASED
Shares23,192 from 20,050
Change+3,142 (+16%)
Value$7.7M (+$1.1M)
Filed 2026-10-09
Spirit of America Management Corp
INCREASED
Shares23,192 from 23,092
Change+100 (+0%)
Value$7.7M (+$113.9K)
Filed 2026-10-14
Martin Capital Partners, LLC
DECREASED
Shares23,175 from 23,678
Change-503 (-2%)
Value$7.7M (-$83.6K)
Filed 2026-10-07
Commonwealth Retirement Investments LLC
DECREASED
Shares23,156 from 23,201
Change-45 (0%)
Value$7.7M (+$66.4K)
Filed 2026-10-26
Third View Private Wealth, LLC
DECREASED
Shares23,135 from 24,775
Change-1,640 (-7%)
Value$7.7M (-$455.9K)
Filed 2026-10-30
EPG Wealth Management LLC
INCREASED
Shares23,118 from 23,059
Change+59 (+0%)
Value$7.6M (+$100.4K)
Filed 2026-11-03
Dupree Financial Group, LLC
INCREASED
Shares23,034 from 2,472
Change+20,562 (+832%)
Value$7.6M (+$6.8M)
Filed 2026-10-09
Winch Advisory Services, LLC
DECREASED
Shares23,018 from 23,603
Change-585 (-2%)
Value$7.6M (-$110.9K)
Filed 2026-11-06
Enhancing Capital LLC
INCREASED
Shares23,016 from 23,000
Change+16 (+0%)
Value$7.6M (+$85.8K)
Filed 2026-10-26
Virginia Wealth Management Group, Inc.
INCREASED
Shares22,996 from 22,945
Change+51 (+0%)
Value$7.6M (+$97.2K)
Filed 2026-10-14
Arrow Financial Corp
DECREASED
Shares22,957 from 23,826
Change-869 (-4%)
Value$7.6M (-$204.1K)
Filed 2026-10-26
Gilliland Jeter Wealth Management LLC
DECREASED
Shares22,913 from 23,018
Change-105 (0%)
Value$7.6M (+$45.8K)
Filed 2026-10-28
Shoker Investment Counsel, Inc.
DECREASED
Shares22,891 from 23,011
Change-120 (-1%)
Value$7.6M (+$40.9K)
Filed 2026-11-04
Generali Investments, Management Co LLC
INCREASED
Shares22,854 from 22,788
Change+66 (+0%)
Value$7.6M (+$101.6K)
Filed 2026-10-19
Malaga Cove Capital, LLC
INCREASED
Shares22,838 from 22,793
Change+45 (+0%)
Value$7.6M (+$94.7K)
Filed 2026-10-23
Asset One Wealth Management LLC
INCREASED
Shares22,817 from 19,371
Change+3,446 (+18%)
Value$7.5M (+$828.3K)
Filed 2026-11-02
Pavion Blue Capital, LLC
DECREASED
Shares22,803 from 23,056
Change-253 (-1%)
Value$7.5M (-$101.2K)
Filed 2026-11-05
Howard Capital Management, LLC
DECREASED
Shares22,779 from 22,919
Change-140 (-1%)
Value$7.5M (+$33.9K)
Filed 2026-10-16
Steel Grove Capital Advisors, LLC
DECREASED
Shares22,744 from 22,985
Change-241 (-1%)
Value$7.5M (+$544)
Filed 2026-10-13
Bell Bank
INCREASED
Shares22,701 from 22,218
Change+483 (+2%)
Value$7.5M (+$237.6K)
Filed 2026-10-21
Hudson Capital Management LLC
DECREASED
Shares22,685 from 23,625
Change-940 (-4%)
Value$7.5M (-$228.3K)
Filed 2026-10-20
Prudent Man Advisors, LLC
DECREASED
Shares22,508 from 23,210
Change-702 (-3%)
Value$7.4M (-$151.0K)
Filed 2026-11-03
Ibex Wealth Advisors
INCREASED
Shares22,432 from 8,850
Change+13,582 (+153%)
Value$7.4M (+$4.5M)
Filed 2026-11-06
Gradient Capital Advisors, LLC
DECREASED
Shares22,427 from 22,691
Change-264 (-1%)
Value$7.4M (-$7.9K)
Filed 2026-10-21
Scissortail Wealth Management, LLC
INCREASED
Shares22,412 from 21,868
Change+544 (+2%)
Value$7.4M (+$256.6K)
Filed 2026-11-03
Cohen Investment Advisors LLC
DECREASED
Shares22,395 from 22,444
Change-49 (0%)
Value$7.4M (+$62.3K)
Filed 2026-10-20
Crystal Rock Capital Management
DECREASED
Shares22,393 from 23,668
Change-1,275 (-5%)
Value$7.4M (-$339.0K)
Filed 2026-10-28
Kentucky Trust Co
DECREASED
Shares22,375 from 22,724
Change-349 (-2%)
Value$7.4M (-$35.9K)
Filed 2026-10-15
Peachtree Investment Partners, LLC
INCREASED
Shares22,353 from 22,114
Change+239 (+1%)
Value$7.4M (+$156.7K)
Filed 2026-11-05
Triangle Securities Wealth Management
DECREASED
Shares22,328 from 23,316
Change-988 (-4%)
Value$7.4M (-$245.2K)
Filed 2026-10-14
Columbia Bank
INCREASED
Shares22,311 from 21,731
Change+580 (+3%)
Value$7.4M (+$267.9K)
Filed 2026-10-29
Princeton Capital Management LLC
INCREASED
Shares22,301 from 22,180
Change+121 (+1%)
Value$7.4M (+$117.8K)
Filed 2026-10-27
1834 Investment Advisors Co
DECREASED
Shares22,251 from 22,859
Change-608 (-3%)
Value$7.4M (-$121.0K)
Filed 2026-10-16
Norway Savings Bank
DECREASED
Shares22,248 from 22,415
Change-167 (-1%)
Value$7.4M (+$23.2K)
Filed 2026-10-20
FFG Partners, LLC
DECREASED
Shares22,239 from 37,046
Change-14,807 (-40%)
Value$7.4M (-$4.8M)
Filed 2026-10-15
Ashurst Perkins Coie Trust Co
INCREASED
Shares22,214 from 21,810
Change+404 (+2%)
Value$7.3M (+$210.0K)
Filed 2026-10-15
Curbstone Financial Management Corp
DECREASED
Shares22,210 from 22,720
Change-510 (-2%)
Value$7.3M (-$89.2K)
Filed 2026-10-21
Marest Capital, LLC
INCREASED
Shares22,157 from 22,050
Change+107 (+0%)
Value$7.3M (+$117.5K)
Filed 2026-10-23
Bright Rock Capital Management, LLC
UNCHANGED
Shares22,000 from 22,000
Change0 (0%)
Value$7.3M (+$77.0K)
Filed 2026-10-05
OAK Family Advisors, LLC
DECREASED
Shares21,985 from 26,582
Change-4,597 (-17%)
Value$7.3M (-$1.4M)
Filed 2026-10-19
Sterling Investment Advisors, Ltd.
DECREASED
Shares21,975 from 22,209
Change-234 (-1%)
Value$7.3M (+$31)
Filed 2026-10-27
Legacy Trust
DECREASED
Shares21,909 from 23,810
Change-1,901 (-8%)
Value$7.4M (-$409.5K)
Filed 2026-11-06
Mount Vernon Associates Inc
DECREASED
Shares21,904 from 23,084
Change-1,180 (-5%)
Value$7.2K (-$7.5M)
Filed 2026-10-26
Pinkerton Wealth, LLC
INCREASED
Shares21,901 from 21,524
Change+377 (+2%)
Value$7.2M (+$914.2K)
Filed 2026-10-29
Fortis Capital Advisors, LLC
INCREASED
Shares21,878 from 9,975
Change+11,903 (+119%)
Value$7.2M (+$4.0M)
Filed 2026-11-09
Brady Family Wealth, LLC
INCREASED
Shares21,869 from 21,534
Change+335 (+2%)
Value$7.2M (+$186.0K)
Filed 2026-11-02
Huntleigh Advisors, Inc.
INCREASED
Shares21,814 from 21,618
Change+196 (+1%)
Value$7.2M (+$140.0K)
Filed 2026-11-03
Novem Group
INCREASED
Shares21,737 from 20,907
Change+830 (+4%)
Value$7.2M (+$347.8K)
Filed 2026-10-19
True Private Wealth Advisors
INCREASED
Shares21,705 from 21,606
Change+99 (+0%)
Value$7.2M (+$108.6K)
Filed 2026-10-19
Gables Capital Management Inc.
DECREASED
Shares21,694 from 21,894
Change-200 (-1%)
Value$7.2M (+$10.5K)
Filed 2026-11-04
Cane Capital Partners, LLC
INCREASED
Shares21,582 from 21,510
Change+72 (+0%)
Value$7.1M (+$99.1K)
Filed 2026-10-23
Left Brain Wealth Management, LLC
DECREASED
Shares21,555 from 21,616
Change-61 (0%)
Value$7.1M (+$55.5K)
Filed 2026-10-28
SGL Investment Advisors, Inc.
DECREASED
Shares21,501 from 21,529
Change-28 (0%)
Value$7.2M (-$554.1K)
Filed 2026-11-09
Abacus Planning Group, Inc.
DECREASED
Shares21,467 from 21,700
Change-233 (-1%)
Value$7.1M (-$1.4K)
Filed 2026-11-02
Beaton Management Co. Inc.
DECREASED
Shares21,417 from 21,704
Change-287 (-1%)
Value$7.1M (-$19.0K)
Filed 2026-11-09
Delta Financial Advisors LLC
INCREASED
Shares21,303 from 21,085
Change+218 (+1%)
Value$7.0M (+$146.0K)
Filed 2026-10-27
GFS Advisors, LLC
DECREASED
Shares21,296 from 24,065
Change-2,769 (-12%)
Value$7.0M (+$7.0M)
Filed 2026-11-03
Providence Wealth Advisors, LLC
INCREASED
Shares21,287 from 21,242
Change+45 (+0%)
Value$7.1M (-$35.1K)
Filed 2026-10-29
BankPlus Trust Department
INCREASED
Shares21,281 from 20,940
Change+341 (+2%)
Value$7.0M (+$186.1K)
Filed 2026-11-06
Finer Wealth Management, Inc.
DECREASED
Shares21,279 from 21,352
Change-73 (0%)
Value$7.0M (+$50.5K)
Filed 2026-10-16
Eagle Capital Management, LLC
DECREASED
Shares21,224 from 21,312
Change-88 (0%)
Value$7.0K (+$46)
Filed 2026-10-19
Moody National Bank Trust Division
DECREASED
Shares21,208 from 22,096
Change-888 (-4%)
Value$7.0M (-$216.4K)
Filed 2026-10-06
Markowski Investments
DECREASED
Shares21,206 from 22,514
Change-1,308 (-6%)
Value$7.0M (-$354.0K)
Filed 2026-10-30
Carrera Capital Advisors
INCREASED
Shares21,206 from 21,175
Change+31 (+0%)
Value$7.0M (+$84.1K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares21,191 from 20,882
Change+309 (+1%)
Value$7.0M (+$173.5K)
Filed 2026-10-13
True Freedom Investing, LLC
INCREASED
Shares21,186 from 20,417
Change+769 (+4%)
Value$7.0M (+$1.0M)
Filed 2026-10-29
Mountain Pacific Investment Advisers LLC
DECREASED
Shares21,175 from 21,421
Change-246 (-1%)
Value$7.0M (-$6.4K)
Filed 2026-10-29
River Street Advisors LLC
DECREASED
Shares21,117 from 22,875
Change-1,758 (-8%)
Value$7.0M (-$501.5K)
Filed 2026-10-22
Capital City Trust Co
INCREASED
Shares21,110 from 20,968
Change+142 (+1%)
Value$7.0M (+$120.4K)
Filed 2026-10-22
Highline Wealth Partners LLC
INCREASED
Shares21,107 from 19,206
Change+1,901 (+10%)
Value$7.0M (+$696.1K)
Filed 2026-10-19
Peloton Wealth Strategists
DECREASED
Shares21,085 from 21,285
Change-200 (-1%)
Value$7.0M (+$9.0K)
Filed 2026-11-09
Carnegie Lake Advisors LLC
DECREASED
Shares21,018 from 21,064
Change-46 (0%)
Value$7.0M (+$58.5K)
Filed 2026-11-06
Doliver Advisors, LP
DECREASED
Shares20,995 from 21,802
Change-807 (-4%)
Value$6.9M (-$190.8K)
Filed 2026-10-01
Regatta Capital Group, LLC
INCREASED
Shares20,948 from 20,396
Change+552 (+3%)
Value$6.9M (+$254.3K)
Filed 2026-10-23
Wynn Capital, LLC
DECREASED
Shares20,946 from 21,051
Change-105 (0%)
Value$6.9M (+$38.9K)
Filed 2026-10-13
Bank of Stockton
DECREASED
Shares20,876 from 21,037
Change-161 (-1%)
Value$6.9M (+$20.4K)
Filed 2026-10-20
Hudock, Inc.
INCREASED
Shares20,809 from 20,732
Change+77 (+0%)
Value$6.9M (+$98.0K)
Filed 2026-10-14
Marathon Capital Management
DECREASED
Shares20,792 from 21,166
Change-374 (-2%)
Value$6.9M (-$49.6K)
Filed 2026-10-23
Kathmere Capital Management, LLC
INCREASED
Shares20,785 from 18,627
Change+2,158 (+12%)
Value$6.9M (+$779.0K)
Filed 2026-10-20
Silvant Capital Management LLC
DECREASED
Shares20,752 from 22,697
Change-1,945 (-9%)
Value$6.9M (-$564.0K)
Filed 2026-11-09
Montchanin Asset Management, LLC
DECREASED
Shares20,745 from 20,945
Change-200 (-1%)
Value$6.9K (-$6.8M)
Filed 2026-11-02
Home Federal Bank of Tennessee
DECREASED
Shares20,744 from 20,790
Change-46 (0%)
Value$6.9M (+$57.5K)
Filed 2026-10-15
Valley Wealth Managers, Inc.
DECREASED
Shares20,610 from 20,642
Change-32 (0%)
Value$6.8M (+$61.7K)
Filed 2026-10-09
Wakefield Asset Management Lllp
INCREASED
Shares20,586 from 20,132
Change+454 (+2%)
Value$6.8M (+$220.7K)
Filed 2026-11-05
Mcrae Capital Management Inc
DECREASED
Shares20,577 from 21,227
Change-650 (-3%)
Value$6.8M (-$140.7K)
Filed 2026-10-15
Waldron Private Wealth LLC
DECREASED
Shares20,558 from 21,060
Change-502 (-2%)
Value$6.8M (-$92.4K)
Filed 2026-11-02
Perpetual Ltd
DECREASED
Shares20,543 from 20,652
Change-109 (-1%)
Value$6.8M (+$36.2K)
Filed 2026-10-13
Aspen Investment Management Inc
DECREASED
Shares20,514 from 20,540
Change-26 (0%)
Value$6.8M (+$6.8M)
Filed 2026-11-05
TMB Capital Partners, LLC
DECREASED
Shares20,435 from 20,995
Change-560 (-3%)
Value$6.8M (-$111.9K)
Filed 2026-10-20
Souders Financial Advisors
DECREASED
Shares20,427 from 20,730
Change-303 (-1%)
Value$6.8M (-$27.7K)
Filed 2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED
Shares20,417 from 19,805
Change+612 (+3%)
Value$6.8M (+$271.9K)
Filed 2026-10-27
Bochk Asset Management Ltd
DECREASED
Shares20,400 from 33,700
Change-13,300 (-39%)
Value$6.7M (-$4.3M)
Filed 2026-10-29
Signet Investment Advisory Group, Inc.
DECREASED
Shares20,371 from 20,910
Change-539 (-3%)
Value$6.7M (-$105.5K)
Filed 2026-10-30
Altrius Capital Management Inc
INCREASED
Shares20,315 from 19,748
Change+567 (+3%)
Value$6.7M (+$256.9K)
Filed 2026-11-05
Monarch Capital Management Inc
DECREASED
Shares20,210 from 20,695
Change-485 (-2%)
Value$6.7M (-$88.0K)
Filed 2026-10-19
Butensky & Cohen Financial Security, Inc
DECREASED
Shares20,203 from 20,934
Change-731 (-3%)
Value$6.7M (-$168.6K)
Filed 2026-10-13
St. Louis Trust Co
DECREASED
Shares20,197 from 20,899
Change-702 (-3%)
Value$6.7M (+$6.2M)
Filed 2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares20,144 from 23,541
Change-3,397 (-14%)
Value$6.7M (-$1.0M)
Filed 2026-10-14
Studio Investment Management LLC
DECREASED
Shares20,137 from 20,738
Change-601 (-3%)
Value$6.7M (-$126.2K)
Filed 2026-10-22
Impact Capital Partners LLC
DECREASED
Shares20,113 from 20,144
Change-31 (0%)
Value$6.7M (+$60.2K)
Filed 2026-10-22
Grandfield & Dodd, LLC
DECREASED
Shares20,097 from 20,774
Change-677 (-3%)
Value$6.6M (-$151.3K)
Filed 2026-10-29
Sanders Morris Harris LLC
INCREASED
Shares20,094 from 9,780
Change+10,314 (+105%)
Value$6.8M (+$3.6M)
Filed 2026-10-14
Aljian Capital Management, LLC
DECREASED
Shares20,071 from 20,101
Change-30 (0%)
Value$6.6M (+$60.4K)
Filed 2026-10-28
Wasatch Advisors LP
DECREASED
Shares20,063 from 20,510
Change-447 (-2%)
Value$6.6M (-$76.1K)
Filed 2026-10-13
Hudson Edge Investment Partners Inc.
DECREASED
Shares20,046 from 23,260
Change-3,214 (-14%)
Value$6.6M (-$981.9K)
Filed 2026-10-28
Wealth Alliance Advisory Group, LLC
INCREASED
Shares19,998 from 18,144
Change+1,854 (+10%)
Value$6.6M (+$677.0K)
Filed 2026-10-14
Klingman & Associates, LLC
DECREASED
Shares19,986 from 26,178
Change-6,192 (-24%)
Value$6.6M (-$2.0M)
Filed 2026-10-20
Acropolis Investment Management, LLC
DECREASED
Shares19,959 from 20,265
Change-306 (-2%)
Value$6.6M (-$30.5K)
Filed 2026-10-08
Zullo Investment Group, Inc.
DECREASED
Shares19,937 from 19,973
Change-36 (0%)
Value$6.6M (+$58.0K)
Filed 2026-10-20
Fragasso Financial Advisors Inc
DECREASED
Shares19,918 from 22,558
Change-2,640 (-12%)
Value$6.6M (-$751.5K)
Filed 2026-10-13
Winthrop Advisory Group LLC
INCREASED
Shares19,889 from 19,412
Change+477 (+2%)
Value$6.6M (+$225.7K)
Filed 2026-10-22
Gold Investment Management Ltd.
DECREASED
Shares19,885 from 19,913
Change-28 (0%)
Value$6.6M (+$60.4K)
Filed 2026-10-19
CFS Investment Advisory Services, LLC
INCREASED
Shares19,762 from 18,389
Change+1,373 (+7%)
Value$6.5M (+$396.2K)
Filed 2026-10-19
Ranch Capital Advisors Inc.
INCREASED
Shares19,622 from 18,859
Change+763 (+4%)
Value$6.5M (+$318.3K)
Filed 2026-11-09
Fischer Financial Services, Inc.
INCREASED
Shares19,567 from 19,534
Change+33 (+0%)
Value$6.5M (+$79.3K)
Filed 2026-10-30
Sheets Smith Wealth Management
DECREASED
Shares19,535 from 23,451
Change-3,916 (-17%)
Value$6.5M (-$1.2M)
Filed 2026-10-16
Patrick M Sweeney & Associates, Inc
DECREASED
Shares19,511 from 19,568
Change-57 (0%)
Value$6.5M (+$49.8K)
Filed 2026-10-22
Gibbs Wealth Management
INCREASED
Shares19,488 from 17,222
Change+2,266 (+13%)
Value$6.4M (+$810.4K)
Filed 2026-10-22
IPG Investment Advisors LLC
INCREASED
Shares19,468 from 14,009
Change+5,459 (+39%)
Value$6.4M (+$1.9M)
Filed 2026-10-30
Certified Advisory Corp
INCREASED
Shares19,407 from 19,050
Change+357 (+2%)
Value$6.4M (+$184.6K)
Filed 2026-10-29
Morangie Management LLC
INCREASED
Shares19,348 from 19,332
Change+16 (+0%)
Value$6.4M (+$72.9K)
Filed 2026-10-15
Trust Point Inc.
DECREASED
Shares19,299 from 19,482
Change-183 (-1%)
Value$6.4M (+$7.6K)
Filed 2026-10-27
Marks Group Wealth Management, Inc
DECREASED
Shares19,279 from 21,463
Change-2,184 (-10%)
Value$6.4M (-$647.4K)
Filed 2026-11-05
Missouri Trust & Investment Co
DECREASED
Shares19,255 from 20,032
Change-777 (-4%)
Value$6.4M (-$676.9K)
Filed 2026-11-04
HF Advisory Group, LLC
INCREASED
Shares19,156 from 17,377
Change+1,779 (+10%)
Value$6.3M (+$649.2K)
Filed 2026-10-09
WD Rutherford LLC
DECREASED
Shares19,153 from 20,056
Change-903 (-4%)
Value$6.3M (-$228.5K)
Filed 2026-10-26
William Blair Investment Management, LLC
INCREASED
Shares19,137 from 17,088
Change+2,049 (+12%)
Value$6.3M (+$737.7K)
Filed 2026-11-06
Midland Wealth Advisors, LLC
DECREASED
Shares19,121 from 19,399
Change-278 (-1%)
Value$6.3M (-$24.1K)
Filed 2026-10-26
Ayrshire Capital Management LLC
DECREASED
Shares19,114 from 19,689
Change-575 (-3%)
Value$6.3M (-$121.2K)
Filed 2026-10-20
Alta Advisers Ltd
INCREASED
Shares19,106 from 10,684
Change+8,422 (+79%)
Value$6.3M (+$2.8M)
Filed 2026-11-02
San Luis Wealth Advisors LLC
DECREASED
Shares19,042 from 19,696
Change-654 (-3%)
Value$6.3M (-$147.4K)
Filed 2026-10-27
Portside Wealth Group, LLC
INCREASED
Shares18,976 from 18,442
Change+534 (+3%)
Value$6.3M (+$241.7K)
Filed 2026-10-20
Summit Wealth Group LLC / Co
INCREASED
Shares18,890 from 5,743
Change+13,147 (+229%)
Value$6.2M (+$4.4M)
Filed 2026-10-29
Weaver Capital Management LLC
INCREASED
Shares18,867 from 18,389
Change+478 (+3%)
Value$6.2M (+$832.4K)
Filed 2026-10-15
Forza Wealth Management, LLC
INCREASED
Shares18,805 from 18,235
Change+570 (+3%)
Value$6.2M (+$252.4K)
Filed 2026-10-20
Valley Brook Capital Group, Inc.
INCREASED
Shares18,799 from 18,772
Change+27 (+0%)
Value$6.2M (+$74.8K)
Filed 2026-10-26
Harvey Investment Co LLC
INCREASED
Shares18,761 from 16,836
Change+1,925 (+11%)
Value$6.2K (-$5.5M)
Filed 2026-10-20
Wilkins Investment Counsel Inc
DECREASED
Shares18,758 from 18,828
Change-70 (0%)
Value$6.2M (+$42.7K)
Filed 2026-11-03
Hanson & Doremus Investment Management
INCREASED
Shares18,708 from 17,847
Change+861 (+5%)
Value$6.2K (-$5.8M)
Filed 2026-10-16
Kampmann Melissa S.
INCREASED
Shares18,680 from 18,640
Change+40 (+0%)
Value$6.2M (+$78.5K)
Filed 2026-10-28
Vertrix Wealth Management, LLC
DECREASED
Shares18,675 from 21,084
Change-2,409 (-11%)
Value$6.2M (-$723.0K)
Filed 2026-10-13
Portfolio Design Labs, LLC
INCREASED
Shares18,659 from 18,613
Change+46 (+0%)
Value$6.2M (+$80.4K)
Filed 2026-11-04
DeDora Capital, Inc.
DECREASED
Shares18,648 from 19,014
Change-366 (-2%)
Value$6.2M (-$54.7K)
Filed 2026-10-26
Alta Capital Management LLC/
DECREASED
Shares18,635 from 25,346
Change-6,711 (-26%)
Value$6.2M (-$2.1M)
Filed 2026-10-26
Center for Financial Planning, Inc.
INCREASED
Shares18,630 from 17,273
Change+1,357 (+8%)
Value$6.2M (+$509.4K)
Filed 2026-10-26
Platt Wealth Management LLC
UNCHANGED
Shares18,567 from 18,567
Change0 (0%)
Value$6.1M (+$65.0K)
Filed 2026-11-04
Elyxium Wealth, LLC
DECREASED
Shares18,531 from 18,810
Change-279 (-1%)
Value$6.1M (-$26.8K)
Filed 2026-10-27
BKM Wealth Management, LLC
DECREASED
Shares18,513 from 20,960
Change-2,447 (-12%)
Value$6.1M (-$736.2K)
Filed 2026-10-22
Altfest L J & Co Inc
DECREASED
Shares18,491 from 18,682
Change-191 (-1%)
Value$6.1M (+$2.2K)
Filed 2026-10-27
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares18,481 from 18,378
Change+103 (+1%)
Value$6.1M (+$98.2K)
Filed 2026-10-20
Newman Dignan & Sheerar, Inc.
INCREASED
Shares18,305 from 18,024
Change+281 (+2%)
Value$6.1M (+$156.3K)
Filed 2026-10-21
Processus Wealth & Capital Management, LLC
DECREASED
Shares18,283 from 19,030
Change-747 (-4%)
Value$6.0M (-$180.6K)
Filed 2026-10-16
180 Wealth Advisors, LLC
DECREASED
Shares18,246 from 18,391
Change-145 (-1%)
Value$6.0M (+$16.5K)
Filed 2026-11-03
Morguard Lincluden Global Investments Ltd
DECREASED
Shares18,228 from 18,711
Change-483 (-3%)
Value$6.0K (-$6.1M)
Filed 2026-10-28
Raab & Moskowitz Asset Management LLC
DECREASED
Shares18,198 from 18,491
Change-293 (-2%)
Value$6.0M (-$32.2K)
Filed 2026-11-02
Snider Financial Group
INCREASED
Shares18,187 from 18,029
Change+158 (+1%)
Value$6.0M (+$115.3K)
Filed 2026-10-16
Viewpoint Investment Partners Corp
DECREASED
Shares18,150 from 18,250
Change-100 (-1%)
Value$6.2M (+$29.3K)
Filed 2026-10-26
Tranquility Partners, LLC
INCREASED
Shares18,144 from 18,053
Change+91 (+1%)
Value$6.0M (+$93.3K)
Filed 2026-10-20
FCG Investment Co
INCREASED
Shares18,136 from 16,630
Change+1,506 (+9%)
Value$6.0M (+$556.4K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
DECREASED
Shares18,136 from 18,760
Change-624 (-3%)
Value$6.0M (-$141.0K)
Filed 2026-10-28
Cypress Wealth Services, LLC
INCREASED
Shares18,129 from 18,115
Change+14 (+0%)
Value$6.0M (+$76.1K)
Filed 2026-10-21
Prosperitas Financial LLC
INCREASED
Shares18,079 from 16,838
Change+1,241 (+7%)
Value$6.0M (+$469.5K)
Filed 2026-10-28
Harold Davidson & Associates Inc.
INCREASED
Shares18,077 from 18,072
Change+5 (+0%)
Value$6.0M (+$64.7K)
Filed 2026-10-29
Accredited Investors Inc.
INCREASED
Shares18,072 from 17,511
Change+561 (+3%)
Value$6.0M (+$246.9K)
Filed 2026-11-03
Channel Wealth LLC
DECREASED
Shares18,033 from 18,779
Change-746 (-4%)
Value$6.0M (-$181.0K)
Filed 2026-11-06
PW Nova Financial Services LLC
DECREASED
Shares17,977 from 20,024
Change-2,047 (-10%)
Value$5.9M (-$607.1K)
Filed 2026-10-15
Canton Hathaway, LLC
DECREASED
Shares17,959 from 18,089
Change-130 (-1%)
Value$5.9M (+$20.3K)
Filed 2026-10-23
Evermay Wealth Management LLC
DECREASED
Shares17,958 from 18,432
Change-474 (-3%)
Value$5.9M (-$92.3K)
Filed 2026-11-05
Quadrant Private Wealth Management, LLC
INCREASED
Shares17,924 from 17,213
Change+711 (+4%)
Value$5.9M (+$295.2K)
Filed 2026-11-04
Financial Advisory Partners, LLC
DECREASED
Shares17,905 from 18,233
Change-328 (-2%)
Value$5.9M (-$44.7K)
Filed 2026-10-23
True North Advisors, LLC
INCREASED
Shares17,843 from 17,701
Change+142 (+1%)
Value$5.9M (+$109.0K)
Filed 2026-10-22
Advisor Resource Council
DECREASED
Shares17,767 from 17,862
Change-95 (-1%)
Value$5.9M (-$125.4K)
Filed 2026-11-05
Hedeker Wealth, LLC
DECREASED
Shares17,721 from 17,788
Change-67 (0%)
Value$5.9M (+$40.3K)
Filed 2026-10-23
Triad Wealth Partners, LLC
DECREASED
Shares17,691 from 18,467
Change-776 (-4%)
Value$5.9M (-$659.7K)
Filed 2026-10-26
Massachusetts Wealth Management
DECREASED
Shares17,632 from 20,405
Change-2,773 (-14%)
Value$5.8M (-$846.0K)
Filed 2026-10-21
Register Financial Advisors LLC
INCREASED
Shares17,616 from 17,594
Change+22 (+0%)
Value$5.8M (+$68.7K)
Filed 2026-10-23
Oak Asset Management, LLC
DECREASED
Shares17,581 from 17,921
Change-340 (-2%)
Value$5.8M (-$49.8K)
Filed 2026-10-13
Firetrail Investments PTY LTD
DECREASED
Shares17,572 from 17,672
Change-100 (-1%)
Value$5.8M (+$87.3K)
Filed 2026-11-05
Sky Investment Group LLC
INCREASED
Shares17,555 from 11,693
Change+5,862 (+50%)
Value$5.8M (+$2.0M)
Filed 2026-10-30
Triasima Portfolio Management inc.
INCREASED
Shares17,529 from 17,419
Change+110 (+1%)
Value$5.8M (+$97.4K)
Filed 2026-10-15
Flavin Financial Services, Inc.
DECREASED
Shares17,509 from 17,657
Change-148 (-1%)
Value$5.8M (+$12.9K)
Filed 2026-10-21
3Chopt Investment Partners, LLC
INCREASED
Shares17,508 from 16,776
Change+732 (+4%)
Value$5.8M (+$300.9K)
Filed 2026-10-30
Aries Wealth Management
INCREASED
Shares17,495 from 17,372
Change+123 (+1%)
Value$5.8M (+$101.5K)
Filed 2026-10-23
Biltmore Family Office, LLC
DECREASED
Shares17,491 from 17,558
Change-67 (0%)
Value$5.8M (+$39.4K)
Filed 2026-11-03
Northcape Wealth Management, LLC
DECREASED
Shares17,457 from 17,616
Change-159 (-1%)
Value$5.8M (+$9.1K)
Filed 2026-11-04
Key FInancial Inc
DECREASED
Shares17,443 from 17,667
Change-224 (-1%)
Value$5.8M (-$12.3K)
Filed 2026-11-02
Natural Investments, LLC
INCREASED
Shares17,422 from 17,036
Change+386 (+2%)
Value$5.8M (+$187.6K)
Filed 2026-11-06
Interchange Capital Partners, LLC
DECREASED
Shares17,369 from 17,438
Change-69 (0%)
Value$5.7M (+$40.6K)
Filed 2026-10-28
Adirondack Trust Co
DECREASED
Shares17,366 from 19,892
Change-2,526 (-13%)
Value$5.7M (-$766.0K)
Filed 2026-10-14
SBI Securities Co., Ltd.
DECREASED
Shares17,358 from 20,636
Change-3,278 (-16%)
Value$5.7M (-$1.0M)
Filed 2026-10-22
Optas, LLC
DECREASED
Shares17,358 from 18,011
Change-653 (-4%)
Value$5.7M (-$153.0K)
Filed 2026-11-09
Alpine Bank Wealth Management
INCREASED
Shares17,333 from 17,173
Change+160 (+1%)
Value$5.7M (+$113.0K)
Filed 2026-10-16
Churchill Financial Advisors, LLC
INCREASED
Shares17,313 from 16,013
Change+1,300 (+8%)
Value$5.7M (+$486.1K)
Filed 2026-10-20
Rydar Equities, Inc.
INCREASED
Shares17,311 from 17,188
Change+123 (+1%)
Value$5.7M (-$187.8K)
Filed 2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares17,281 from 17,294
Change-13 (0%)
Value$5.7M (+$56.3K)
Filed 2026-10-19
Titleist Asset Management, LLC
DECREASED
Shares17,248 from 18,206
Change-958 (-5%)
Value$5.7M (-$253.4K)
Filed 2026-10-08
Focused Alpha, LLC
INCREASED
Shares17,196 from 12,533
Change+4,663 (+37%)
Value$5.7M (+$1.6M)
Filed 2026-10-20
Leisure Capital Management
DECREASED
Shares17,114 from 17,939
Change-825 (-5%)
Value$5.7M (-$210.1K)
Filed 2026-11-03
Focused Wealth Management, Inc
INCREASED
Shares17,105 from 15,973
Change+1,132 (+7%)
Value$5.7M (+$430.4K)
Filed 2026-10-30
Citizens & Northern Corp
DECREASED
Shares17,099 from 17,802
Change-703 (-4%)
Value$5.7M (-$170.3K)
Filed 2026-11-06
Boltwood Capital Management
INCREASED
Shares17,071 from 16,944
Change+127 (+1%)
Value$5.6M (+$101.3K)
Filed 2026-10-02
Arvest Investments, Inc.
DECREASED
Shares17,067 from 25,203
Change-8,136 (-32%)
Value$5.6M (-$2.6M)
Filed 2026-10-21
Leeward Financial Partners, LLC
UNCHANGED
Shares16,987 from 16,987
Change0 (0%)
Value$5.6M (+$59.5K)
Filed 2026-10-23
Investment Advisory Services Inc
INCREASED
Shares16,929 from 16,720
Change+209 (+1%)
Value$5.6M (+$127.6K)
Filed 2026-10-27
WealthPLAN Partners, LLC
DECREASED
Shares16,903 from 17,279
Change-376 (-2%)
Value$5.6M (-$63.7K)
Filed 2026-10-15
Ashton Thomas Securities, LLC
INCREASED
Shares16,899 from 16,055
Change+844 (+5%)
Value$5.6M (+$376.0K)
Filed 2026-10-26
Blueprint Investment Partners LLC
INCREASED
Shares16,883 from 16,553
Change+330 (+2%)
Value$5.6M (+$167.3K)
Filed 2026-10-28
Jessup Wealth Management, Inc
DECREASED
Shares16,867 from 17,060
Change-193 (-1%)
Value$5.6M (-$4.4K)
Filed 2026-10-20
Fiduciary Family Office, LLC
INCREASED
Shares16,861 from 15,319
Change+1,542 (+10%)
Value$5.6M (+$563.4K)
Filed 2026-11-04
Supplemental Annuity Collective Trust of NJ
DECREASED
Shares16,819 from 17,186
Change-367 (-2%)
Value$5.6M (-$61.3K)
Filed 2026-11-02
Beaumont Financial Advisors, LLC
INCREASED
Shares16,767 from 16,183
Change+584 (+4%)
Value$5.5M (+$249.8K)
Filed 2026-10-22
NWF Advisory Services Inc.
DECREASED
Shares16,753 from 16,880
Change-127 (-1%)
Value$5.5M (+$16.6K)
Filed 2026-10-19
Searle & Co.
UNCHANGED
Shares16,692 from 16,692
Change0 (0%)
Value$5.5M (+$58.4K)
Filed 2026-11-04
CNB Bank
INCREASED
Shares16,687 from 16,224
Change+463 (+3%)
Value$5.5M (+$210.0K)
Filed 2026-11-09
MeadowBrook Investment Advisors LLC
DECREASED
Shares16,663 from 16,938
Change-275 (-2%)
Value$5.6M (+$63.5K)
Filed 2026-10-29
Certuity, LLC
INCREASED
Shares16,653 from 16,514
Change+139 (+1%)
Value$5.5M (+$103.8K)
Filed 2026-11-02
Shrier Wealth Management, LLC
DECREASED
Shares16,647 from 18,778
Change-2,131 (-11%)
Value$5.5M (-$639.5K)
Filed 2026-10-20
Quadcap Wealth Management, LLC
DECREASED
Shares16,639 from 17,993
Change-1,354 (-8%)
Value$5.5M (-$385.3K)
Filed 2026-11-02
Stillwater Wealth Management Group
INCREASED
Shares16,627 from 15,907
Change+720 (+5%)
Value$5.5M (+$293.7K)
Filed 2026-10-21
Ballast, Inc.
INCREASED
Shares16,626 from 15,817
Change+809 (+5%)
Value$5.5M (+$322.9K)
Filed 2026-10-20
Dagco, Inc.
INCREASED
Shares16,621 from 16,496
Change+125 (+1%)
Value$5.5M (+$99.3K)
Filed 2026-10-20
Facet Wealth, Inc.
INCREASED
Shares16,579 from 13,688
Change+2,891 (+21%)
Value$5.5M (+$1.0M)
Filed 2026-11-04
WP Advisors, LLC
INCREASED
Shares16,547 from 16,485
Change+62 (+0%)
Value$5.5M (+$78.5K)
Filed 2026-10-22
Bull Street Advisors, LLC
DECREASED
Shares16,520 from 16,568
Change-48 (0%)
Value$5.5K (-$5.4M)
Filed 2026-10-20
Pines Wealth Management, LLC
DECREASED
Shares16,509 from 17,161
Change-652 (-4%)
Value$5.5M (-$155.6K)
Filed 2026-10-21
Tandem Capital Management Corp
DECREASED
Shares16,498 from 16,520
Change-22 (0%)
Value$5.5M (+$50.5K)
Filed 2026-10-22
Guerra PAN Advisors, LLC
INCREASED
Shares16,479 from 16,460
Change+19 (+0%)
Value$5.5M (+$108.4K)
Filed 2026-10-26
Condor Capital Management
INCREASED
Shares16,428 from 16,401
Change+27 (+0%)
Value$5.4M (+$66.3K)
Filed 2026-11-06
Fulcrum Asset Management LLP
INCREASED
Shares16,390 from 15,051
Change+1,339 (+9%)
Value$5.5M (+$532.7K)
Filed 2026-11-04
Vision Financial Markets LLC
DECREASED
Shares16,382 from 16,432
Change-50 (0%)
Value$5.4M (+$18.4K)
Filed 2026-10-22
Pinnacle Bancorp, Inc.
DECREASED
Shares16,359 from 20,184
Change-3,825 (-19%)
Value$5.4M (-$1.2M)
Filed 2026-10-21
Paradigm Asset Management Co LLC
DECREASED
Shares16,350 from 20,150
Change-3,800 (-19%)
Value$5.4M (-$1.2M)
Filed 2026-11-05
InvesTrust
DECREASED
Shares16,340 from 19,579
Change-3,239 (-17%)
Value$5.4M (-$1.0M)
Filed 2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED
Shares16,203 from 17,021
Change-818 (-5%)
Value$5.4K (-$5.6M)
Filed 2026-10-14
Quent Capital, LLC
INCREASED
Shares16,190 from 15,856
Change+334 (+2%)
Value$5.4M (+$230.4K)
Filed 2026-11-09
Blume Capital Management, Inc.
DECREASED
Shares16,171 from 16,491
Change-320 (-2%)
Value$5.3M (-$48.1K)
Filed 2026-10-26
Kesler, Norman & Wride, LLC
INCREASED
Shares16,165 from 15,851
Change+314 (+2%)
Value$5.3M (+$159.4K)
Filed 2026-11-06
Schear Investment Advisers, LLC
INCREASED
Shares16,061 from 14,236
Change+1,825 (+13%)
Value$5.3M (+$653.7K)
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares16,061 from 14,884
Change+1,177 (+8%)
Value$5.3M (+$441.7K)
Filed 2026-10-14
Ullmann Wealth Partners Group, LLC
INCREASED
Shares16,026 from 15,875
Change+151 (+1%)
Value$5.3M (+$105.4K)
Filed 2026-11-02
Archer Investment Corp
INCREASED
Shares15,938 from 15,401
Change+537 (+3%)
Value$5.3M (+$231.6K)
Filed 2026-11-05
Maia Wealth LLC
INCREASED
Shares15,893 from 14,231
Change+1,662 (+12%)
Value$5.3M (+$599.7K)
Filed 2026-10-19
Sculati Wealth Management, LLC
DECREASED
Shares15,882 from 16,559
Change-677 (-4%)
Value$5.3M (-$338.9K)
Filed 2026-10-19
Chatham Capital Group, Inc.
INCREASED
Shares15,863 from 15,768
Change+95 (+1%)
Value$5.2M (+$86.6K)
Filed 2026-10-16
GenTrust, LLC
INCREASED
Shares15,846 from 15,481
Change+365 (+2%)
Value$5.2M (+$175.1K)
Filed 2026-11-06
Central Bank & Trust Co
INCREASED
Shares15,831 from 15,826
Change+5 (+0%)
Value$5.2M (+$57.0K)
Filed 2026-10-09
Institute for Wealth Management, Llc.
INCREASED
Shares15,829 from 15,662
Change+167 (+1%)
Value$5.2M (+$110.1K)
Filed 2026-11-06
Integral Investment Advisors, Inc.
DECREASED
Shares15,790 from 15,930
Change-140 (-1%)
Value$5.2M (+$9.4K)
Filed 2026-11-03
Castle Rock Wealth Management, LLC
DECREASED
Shares15,781 from 18,714
Change-2,933 (-16%)
Value$5.2M (-$1.0M)
Filed 2026-10-09
FSM Wealth Advisors, LLC
INCREASED
Shares15,758 from 15,592
Change+166 (+1%)
Value$5.2M (+$118.9K)
Filed 2026-10-27
Ironwood Financial, llc
INCREASED
Shares15,718 from 15,656
Change+62 (+0%)
Value$5.2M (-$37.4K)
Filed 2026-10-20
Lebenthal Global Advisors, LLC
DECREASED
Shares15,713 from 16,188
Change-475 (-3%)
Value$5.2M (-$100.4K)
Filed 2026-10-28
Marion Wealth Management
INCREASED
Shares15,684 from 15,540
Change+144 (+1%)
Value$5.2M (+$102.1K)
Filed 2026-10-22
Antonelli Financial Advisors, LLC
UNCHANGED
Shares15,684 from 15,684
Change0 (0%)
Value$5.2M (+$55.0K)
Filed 2026-10-13
Everest Financial Group LLC
INCREASED
Shares15,650 from 14,142
Change+1,508 (+11%)
Value$5.2M (+$548.7K)
Filed 2026-11-06
Destiny Wealth Partners, LLC
INCREASED
Shares15,647 from 2,022
Change+13,625 (+674%)
Value$5.3M (+$4.6M)
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
DECREASED
Shares15,635 from 15,824
Change-189 (-1%)
Value$5.2M (-$7.4K)
Filed 2026-10-19
Montz Harcus Wealth Management LLC
DECREASED
Shares15,596 from 15,669
Change-73 (0%)
Value$5.2M (+$30.7K)
Filed 2026-10-09
Mccarter Private Wealth Services LLC
DECREASED
Shares15,595 from 15,630
Change-35 (0%)
Value$5.2M (+$43.1K)
Filed 2026-10-22
Dillon & Associates Inc
INCREASED
Shares15,578 from 15,544
Change+34 (+0%)
Value$5.2K (-$5.1M)
Filed 2026-10-22
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED
Shares15,500 from 18,500
Change-3,000 (-16%)
Value$5.1K (-$6.1M)
Filed 2026-10-22
Worth Financial Advisory Group, LLC
DECREASED
Shares15,500 from 15,893
Change-393 (-2%)
Value$5.1M (-$74.3K)
Filed 2026-10-19
Piscataqua Savings Bank
DECREASED
Shares15,491 from 16,980
Change-1,489 (-9%)
Value$5.1M (-$433.2K)
Filed 2026-10-21
Twelve Points Wealth Management LLC
INCREASED
Shares15,485 from 15,139
Change+346 (+2%)
Value$5.2M (+$263.9K)
Filed 2026-11-03
BIP Wealth, LLC
INCREASED
Shares15,432 from 14,948
Change+484 (+3%)
Value$5.1M (+$212.3K)
Filed 2026-10-22
RIA Advisory Group LLC
INCREASED
Shares15,420 from 1,548
Change+13,872 (+896%)
Value$5.1M (+$4.6M)
Filed 2026-10-15
Invera Wealth Advisors, LLC
DECREASED
Shares15,378 from 15,464
Change-86 (-1%)
Value$5.1M (+$25.7K)
Filed 2026-10-28
Buckhead Capital Management LLC
DECREASED
Shares15,330 from 15,331
Change-1 (0%)
Value$5.1M (+$53.3K)
Filed 2026-11-03
Founders Financial Securities LLC
DECREASED
Shares15,259 from 15,751
Change-492 (-3%)
Value$5.0M (-$107.7K)
Filed 2026-10-28
Chung Wu Investment Group, LLC
DECREASED
Shares15,237 from 15,437
Change-200 (-1%)
Value$5.0M (-$12.1K)
Filed 2026-11-03
Global Financial Private Client, LLC
INCREASED
Shares15,214 from 14,938
Change+276 (+2%)
Value$5.0M (+$143.7K)
Filed 2026-10-15
Sweeney & Michel, LLC
DECREASED
Shares15,208 from 15,286
Change-78 (-1%)
Value$5.0M (-$433.7K)
Filed 2026-10-16
Tannin Capital LLC
DECREASED
Shares15,146 from 16,711
Change-1,565 (-9%)
Value$5.0M (-$459.5K)
Filed 2026-11-05
Enterprise Financial Services Corp
DECREASED
Shares15,136 from 15,877
Change-741 (-5%)
Value$5.0M (-$189.6K)
Filed 2026-11-03
TFR Capital, Llc.
INCREASED
Shares15,135 from 14,795
Change+340 (+2%)
Value$5.0M (+$164.3K)
Filed 2026-11-09
Verus Capital Partners, LLC
DECREASED
Shares15,124 from 15,179
Change-55 (0%)
Value$5.0M (+$34.9K)
Filed 2026-11-03
TriaGen Wealth Management LLC
DECREASED
Shares15,093 from 15,119
Change-26 (0%)
Value$5.0M (+$44.3K)
Filed 2026-10-14
Genus Capital Management Inc.
INCREASED
Shares15,092 from 7,592
Change+7,500 (+99%)
Value$5.0M (+$2.5M)
Filed 2026-11-04
Stiles Financial Services Inc
DECREASED
Shares15,082 from 15,146
Change-64 (0%)
Value$5.0M (+$31.7K)
Filed 2026-10-30
First United Bank & Trust
DECREASED
Shares15,080 from 15,513
Change-433 (-3%)
Value$5.0M (-$89.0K)
Filed 2026-10-22
Precedent Wealth Partners, LLC
INCREASED
Shares15,054 from 14,921
Change+133 (+1%)
Value$5.0M (+$96.1K)
Filed 2026-10-21
Total Clarity Wealth Management, Inc.
DECREASED
Shares15,044 from 15,612
Change-568 (-4%)
Value$5.0M (-$133.3K)
Filed 2026-10-26
Apollon Financial, LLC
INCREASED
Shares14,973 from 14,617
Change+356 (+2%)
Value$5.0M (+$168.9K)
Filed 2026-10-23
Canvas Wealth Advisors, LLC
DECREASED
Shares14,937 from 15,294
Change-357 (-2%)
Value$5.1M (+$125.9K)
Filed 2026-11-02
Juno Financial Group LLC
INCREASED
Shares14,933 from 14,834
Change+99 (+1%)
Value$4.9M (+$84.9K)
Filed 2026-10-27
Opinicus Capital, Inc.
DECREASED
Shares14,908 from 15,029
Change-121 (-1%)
Value$4.9M (+$12.7K)
Filed 2026-10-28
RWQ Financial Management Services, Inc.
DECREASED
Shares14,898 from 24,813
Change-9,915 (-40%)
Value$4.9M (-$3.2M)
Filed 2026-10-19
Outfitters Financial LLC
DECREASED
Shares14,892 from 15,417
Change-525 (-3%)
Value$4.9M (-$119.7K)
Filed 2026-10-23
Ascentis Wealth Management, LLC
INCREASED
Shares14,876 from 14,196
Change+680 (+5%)
Value$4.9M (+$274.9K)
Filed 2026-11-03
Triumph Capital Management
DECREASED
Shares14,871 from 15,336
Change-465 (-3%)
Value$4.9M (-$100.4K)
Filed 2026-10-14
J.Safra Asset Management Corp
INCREASED
Shares14,855 from 14,770
Change+85 (+1%)
Value$4.9M (+$79.9K)
Filed 2026-11-03
Purus Wealth Management, LLC
DECREASED
Shares14,851 from 14,986
Change-135 (-1%)
Value$4.9M (+$7.8K)
Filed 2026-10-15
First City Capital Management, Inc.
DECREASED
Shares14,835 from 14,968
Change-133 (-1%)
Value$4.9M (+$8.4K)
Filed 2026-10-27
Bellwether Advisors, LLC
NEW
Shares14,819
Change+14,819
Value$4.9M
Filed 2026-11-09
Hicks Capital Management LLC
UNCHANGED
Shares14,802 from 14,802
Change0 (0%)
Value$4.8M ($0)
Filed 2026-10-20
Zions Bancorporation, National Association
INCREASED
Shares14,787 from 11,747
Change+3,040 (+26%)
Value$4.9M (+$1.0M)
Filed 2026-11-06
Advisors Management Group Inc
DECREASED
Shares14,753 from 14,787
Change-34 (0%)
Value$4.9M (+$40.0K)
Filed 2026-11-05
Prosperity Financial Group, Inc.
INCREASED
Shares14,722 from 13,788
Change+934 (+7%)
Value$4.9M (+$357.2K)
Filed 2026-10-29
Acumen Wealth Advisors, LLC
DECREASED
Shares14,654 from 14,821
Change-167 (-1%)
Value$4.8M (-$3.4K)
Filed 2026-11-05
TBH Global Asset Management, LLC
DECREASED
Shares14,620 from 14,903
Change-283 (-2%)
Value$4.8M (-$41.5K)
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED
Shares14,593 from 14,671
Change-78 (-1%)
Value$4.8M (+$25.6K)
Filed 2026-10-16
Overbrook Management Corp
DECREASED
Shares14,590 from 17,629
Change-3,039 (-17%)
Value$4.8M (-$943.7K)
Filed 2026-10-08
SWS Partners
INCREASED
Shares14,554 from 14,026
Change+528 (+4%)
Value$4.8M (+$223.9K)
Filed 2026-10-26
Nvwm, LLC
DECREASED
Shares14,553 from 14,687
Change-134 (-1%)
Value$4.8M (+$7.4K)
Filed 2026-10-14
Boit C F David
UNCHANGED
Shares14,551 from 14,551
Change0 (0%)
Value$4.8M (+$50.9K)
Filed 2026-10-29
Cornerstone Advisory, LLC
INCREASED
Shares14,530 from 14,225
Change+305 (+2%)
Value$4.8M (+$150.8K)
Filed 2026-11-06
Van Cleef Asset Management,Inc
DECREASED
Shares14,504 from 14,821
Change-317 (-2%)
Value$4.8M (-$52.8K)
Filed 2026-10-20
Sterling Investment Counsel, LLC
DECREASED
Shares14,485 from 14,512
Change-27 (0%)
Value$4.8M (+$41.9K)
Filed 2026-10-19
Marathon Wealth Advisors LLC
DECREASED
Shares14,482 from 14,499
Change-17 (0%)
Value$4.8M (+$45.1K)
Filed 2026-11-04
Aull & Monroe Investment Management Corp
INCREASED
Shares14,474 from 14,276
Change+198 (+1%)
Value$4.8M (+$115.5K)
Filed 2026-10-16
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares14,454 from 14,424
Change+30 (+0%)
Value$4.8M (+$60.4K)
Filed 2026-10-15
BOS Asset Management, LLC
INCREASED
Shares14,450 from 14,392
Change+58 (+0%)
Value$4.8M (+$69.8K)
Filed 2026-10-09
Tred Avon Family Wealth, LLC
DECREASED
Shares14,446 from 15,036
Change-590 (-4%)
Value$4.8M (-$142.6K)
Filed 2026-10-20
Crescent Sterling, Ltd.
DECREASED
Shares14,443 from 14,852
Change-409 (-3%)
Value$4.8M (-$83.3K)
Filed 2026-10-16
Purkiss Capital Advisors LLC
DECREASED
Shares14,418 from 14,489
Change-71 (0%)
Value$4.8M (+$27.3K)
Filed 2026-11-06
KPP Advisory Services LLC
DECREASED
Shares14,414 from 20,441
Change-6,027 (-29%)
Value$4.8M (-$1.9M)
Filed 2026-10-26
Foster Victor Wealth Advisors, LLC
INCREASED
Shares14,367 from 13,758
Change+609 (+4%)
Value$4.8M (+$74.5K)
Filed 2026-10-21
Southland Equity Partners LLC
DECREASED
Shares14,361 from 14,489
Change-128 (-1%)
Value$4.8M (+$8.5K)
Filed 2026-10-14
Sawyer & Company, Inc
DECREASED
Shares14,254 from 14,882
Change-628 (-4%)
Value$4.7M (-$155.7K)
Filed 2026-10-21
Peterson Wealth Management
INCREASED
Shares14,225 from 14,078
Change+147 (+1%)
Value$4.7M (+$98.0K)
Filed 2026-11-06
Brookmont Capital Management
DECREASED
Shares14,212 from 17,517
Change-3,305 (-19%)
Value$4.7M (-$1.0M)
Filed 2026-10-23
VCI Wealth Management LLC
DECREASED
Shares14,211 from 14,902
Change-691 (-5%)
Value$4.7M (-$176.5K)
Filed 2026-10-29
Yankcom Partnership
INCREASED
Shares14,191 from 14,080
Change+111 (+1%)
Value$4.7M (+$86.0K)
Filed 2026-10-15
Central Valley Advisors, LLC
DECREASED
Shares14,163 from 14,243
Change-80 (-1%)
Value$4.7M (+$23.3K)
Filed 2026-10-27
XXI Wealth, LLC
INCREASED
Shares14,162 from 12,887
Change+1,275 (+10%)
Value$4.7M (+$466.9K)
Filed 2026-10-22
CrossGen Wealth, LLC
INCREASED
Shares14,076 from 13,849
Change+227 (+2%)
Value$4.7M (+$123.5K)
Filed 2026-10-30
Wealth Intelligence, LLC
DECREASED
Shares14,048 from 14,123
Change-75 (-1%)
Value$4.6M (+$24.6K)
Filed 2026-10-16
Solitude Financial Services
INCREASED
Shares14,027 from 13,764
Change+263 (+2%)
Value$4.6M (+$135.2K)
Filed 2026-10-26
Sawgrass Asset Management LLC
DECREASED
Shares14,018 from 14,721
Change-703 (-5%)
Value$4.6M (-$181.1K)
Filed 2026-11-03
Commonwealth Financial Services, LLC
DECREASED
Shares14,017 from 19,171
Change-5,154 (-27%)
Value$4.6M (-$32.8K)
Filed 2026-10-20
Beacon Financial Advisory LLC
INCREASED
Shares14,001 from 11,556
Change+2,445 (+21%)
Value$4.6M (+$849.4K)
Filed 2026-10-16
Legacy CG, LLC
DECREASED
Shares13,983 from 18,490
Change-4,507 (-24%)
Value$4.6M (-$1.4M)
Filed 2026-10-30
Tower Trust & Investment Co
INCREASED
Shares13,971 from 13,774
Change+197 (+1%)
Value$4.6M (+$113.4K)
Filed 2026-10-28
Turn8 Private Wealth Inc.
INCREASED
Shares13,955 from 13,775
Change+180 (+1%)
Value$4.6M (-$47.6K)
Filed 2026-11-05
Eclectic Associates Inc
DECREASED
Shares13,883 from 14,037
Change-154 (-1%)
Value$4.6M (-$1.7K)
Filed 2026-10-09
Old Mission Investment Co LLC
DECREASED
Shares13,875 from 14,728
Change-853 (-6%)
Value$4.6M (-$230.6K)
Filed 2026-10-22
MBL Wealth, LLC
INCREASED
Shares13,857 from 13,232
Change+625 (+5%)
Value$4.6M (+$253.1K)
Filed 2026-10-22
SeaCrest Wealth Management, LLC
DECREASED
Shares13,779 from 14,560
Change-781 (-5%)
Value$4.6M (-$207.3K)
Filed 2026-10-21
Ticino Wealth
INCREASED
Shares13,721 from 13,207
Change+514 (+4%)
Value$4.5M (+$216.3K)
Filed 2026-10-13
Dumont & Blake Investment Advisors LLC
DECREASED
Shares13,720 from 13,998
Change-278 (-2%)
Value$4.5M (-$43.0K)
Filed 2026-10-28
Cornerstone Planning, LLC
INCREASED
Shares13,720 from 13,666
Change+54 (+0%)
Value$4.5M (+$29.3K)
Filed 2026-10-27
Vision Capital Management, Inc.
INCREASED
Shares13,685 from 11,362
Change+2,323 (+20%)
Value$4.5M (+$808.3K)
Filed 2026-10-20
Navigation Group, LLC
UNCHANGED
Shares13,684 from 13,684
Change0 (0%)
Value$4.5M (+$48.2K)
Filed 2026-10-28
Canopy Partners, LLC
DECREASED
Shares13,663 from 14,168
Change-505 (-4%)
Value$4.5M (-$117.7K)
Filed 2026-10-28
Orca Wealth Management, LLC
DECREASED
Shares13,632 from 13,655
Change-23 (0%)
Value$4.5M (+$40.2K)
Filed 2026-10-14
Maseco LLP
INCREASED
Shares13,616 from 13,578
Change+38 (+0%)
Value$4.5M (+$62.2K)
Filed 2026-10-27
Insight Inv LLC
DECREASED
Shares13,607 from 13,625
Change-18 (0%)
Value$4.5M (+$41.7K)
Filed 2026-10-27
Cooper Financial Group
INCREASED
Shares13,573 from 9,911
Change+3,662 (+37%)
Value$4.5M (+$1.2M)
Filed 2026-10-07
Golden State Wealth Management, LLC
INCREASED
Shares13,573 from 13,508
Change+65 (+0%)
Value$4.5M (+$68.7K)
Filed 2026-11-02
Congress Park Capital LLC
DECREASED
Shares13,547 from 14,187
Change-640 (-5%)
Value$4.5M (-$162.1K)
Filed 2026-10-13
Phoenix Wealth Advisors
DECREASED
Shares13,545 from 13,655
Change-110 (-1%)
Value$4.5M (+$11.5K)
Filed 2026-11-03
Signature Wealth Management Partners, LLC
DECREASED
Shares13,518 from 13,562
Change-44 (0%)
Value$4.5M (+$33.1K)
Filed 2026-10-21
LMG Wealth Partners, LLC
INCREASED
Shares13,498 from 13,142
Change+356 (+3%)
Value$4.5M (+$163.9K)
Filed 2026-11-05
Hamel Associates, Inc.
DECREASED
Shares13,490 from 13,585
Change-95 (-1%)
Value$4.5M (+$19.8K)
Filed 2026-11-06
Peoples Financial Services Corp.
DECREASED
Shares13,488 from 13,808
Change-320 (-2%)
Value$4.5M (-$57.5K)
Filed 2026-10-20
Argus Investors' Counsel, Inc.
DECREASED
Shares13,461 from 13,476
Change-15 (0%)
Value$4.5M (+$42.2K)
Filed 2026-10-09
Victrix Investment Advisors
DECREASED
Shares13,419 from 13,533
Change-114 (-1%)
Value$4.4M (+$9.7K)
Filed 2026-10-13
Monetary Solutions, Ltd
INCREASED
Shares13,413 from 13,409
Change+4 (+0%)
Value$4.4M (+$48.3K)
Filed 2026-10-22
Consilium Wealth Advisory, LLC
INCREASED
Shares13,410 from 13,115
Change+295 (+2%)
Value$4.4M (+$143.5K)
Filed 2026-10-14
Weatherly Asset Management L. P.
DECREASED
Shares13,395 from 13,613
Change-218 (-2%)
Value$4.4M (-$24.5K)
Filed 2026-10-20
Investment House LLC
INCREASED
Shares13,382 from 5,881
Change+7,501 (+128%)
Value$4.4M (+$2.5M)
Filed 2026-10-21
Dmkc Advisory Services, LLC
INCREASED
Shares13,351 from 12,845
Change+506 (+4%)
Value$4.4M (+$212.2K)
Filed 2026-11-04
Davidson Trust Co
DECREASED
Shares13,346 from 14,102
Change-756 (-5%)
Value$4.4M (-$200.8K)
Filed 2026-10-09
Account Management LLC
DECREASED
Shares13,313 from 13,513
Change-200 (-1%)
Value$4.4M (-$18.9K)
Filed 2026-11-04
Burke & Herbert Bank & Trust Co
INCREASED
Shares13,305 from 13,215
Change+90 (+1%)
Value$4.4M (+$76.0K)
Filed 2026-11-02
Eagle Bluffs Wealth Management LLC
INCREASED
Shares13,285 from 13,277
Change+8 (+0%)
Value$4.4M (+$49.1K)
Filed 2026-10-20
Lodestone Wealth Management LLC
DECREASED
Shares13,247 from 13,295
Change-48 (0%)
Value$4.4M (+$30.6K)
Filed 2026-10-14
Northstar Asset Management Co
DECREASED
Shares13,225 from 13,325
Change-100 (-1%)
Value$4.4M (-$273.6K)
Filed 2026-10-22
Sierra Summit Advisors LLC
INCREASED
Shares13,216 from 12,862
Change+354 (+3%)
Value$4.4M (+$162.1K)
Filed 2026-10-28
Nicholas Hoffman & Company, Llc.
INCREASED
Shares13,182 from 12,587
Change+595 (+5%)
Value$4.4M (+$240.7K)
Filed 2026-10-30
Chapman Financial Group, LLC
DECREASED
Shares13,156 from 13,520
Change-364 (-3%)
Value$4.4M (-$73.1K)
Filed 2026-10-26
Aire Advisors, LLC
INCREASED
Shares13,146 from 13,127
Change+19 (+0%)
Value$4.3M (+$52.2K)
Filed 2026-10-22
Burford Brothers, Inc.
INCREASED
Shares13,143 from 13,092
Change+51 (+0%)
Value$4.3M (+$62.7K)
Filed 2026-10-21
LFG Wealth Partners, LLC
INCREASED
Shares13,134 from 12,635
Change+499 (+4%)
Value$4.3M (+$209.3K)
Filed 2026-10-28
Acorn Wealth Advisors, LLC
INCREASED
Shares13,101 from 12,815
Change+286 (+2%)
Value$4.3M (+$139.5K)
Filed 2026-10-19
Cornerstone Enterprises, LLC
DECREASED
Shares13,058 from 15,234
Change-2,176 (-14%)
Value$4.3M (-$666.6K)
Filed 2026-10-15
Loudon Investment Management, LLC
UNCHANGED
Shares13,005 from 13,005
Change0 (0%)
Value$4.3M (+$45.5K)
Filed 2026-11-06
Lynx Capital Group LTD
DECREASED
Shares12,972 from 12,983
Change-11 (0%)
Value$4.3M (+$41.5K)
Filed 2026-11-04
James J. Burns & Company, LLC
INCREASED
Shares12,969 from 11,012
Change+1,957 (+18%)
Value$4.3M (+$686.0K)
Filed 2026-10-22
University of Texas S AM Investment Management Co
DECREASED
Shares12,942 from 34,051
Change-21,109 (-62%)
Value$4.3M (-$6.9M)
Filed 2026-11-03
Manchester Capital Management LLC
DECREASED
Shares12,911 from 13,288
Change-377 (-3%)
Value$4.3M (-$78.2K)
Filed 2026-10-22
Ameliora Wealth Management Ltd.
DECREASED
Shares12,865 from 13,586
Change-721 (-5%)
Value$4.3M (-$191.0K)
Filed 2026-10-23
Traphagen Investment Advisors LLC
DECREASED
Shares12,817 from 13,459
Change-642 (-5%)
Value$4.2M (-$165.1K)
Filed 2026-10-14
Breakwater Capital Group
DECREASED
Shares12,797 from 14,004
Change-1,207 (-9%)
Value$4.2M (-$350.3K)
Filed 2026-10-09
Wealth Architects, LLC
DECREASED
Shares12,731 from 12,817
Change-86 (-1%)
Value$4.2M (+$16.2K)
Filed 2026-11-03
Strong Tower Advisory Services
DECREASED
Shares12,664 from 12,801
Change-137 (-1%)
Value$4.2M (-$655)
Filed 2026-10-13
Grey Ledge Advisors, LLC
DECREASED
Shares12,565 from 12,585
Change-20 (0%)
Value$4.2M (+$37.6K)
Filed 2026-11-02
Money Concepts Capital Corp
INCREASED
Shares12,561 from 11,334
Change+1,227 (+11%)
Value$4.2M (+$445.5K)
Filed 2026-11-06
Mirabaud & Cie SA
DECREASED
Shares12,542 from 14,033
Change-1,491 (-11%)
Value$4.1M (-$444.2K)
Filed 2026-10-27
Vectors Research Management, LLC
DECREASED
Shares12,522 from 15,618
Change-3,096 (-20%)
Value$4.1M (-$969.9K)
Filed 2026-11-09
Old Peak Finance LLC
INCREASED
Shares12,510 from 12,238
Change+272 (+2%)
Value$4.1M (+$132.5K)
Filed 2026-11-02
Advisors Preferred, LLC
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$4.2M (-$26.1K)
Filed 2026-11-09
Greenspring Advisors, LLC
INCREASED
Shares12,474 from 12,236
Change+238 (+2%)
Value$4.1M (+$121.5K)
Filed 2026-11-05
Winthrop Capital Management, LLC
INCREASED
Shares12,450 from 12,427
Change+23 (+0%)
Value$4.1M (+$50.9K)
Filed 2026-11-05
Revolve Wealth Partners, LLC
DECREASED
Shares12,444 from 13,585
Change-1,141 (-8%)
Value$4.1M (-$329.8K)
Filed 2026-10-23
Meriwether Wealth & Planning, LLC
DECREASED
Shares12,434 from 12,539
Change-105 (-1%)
Value$4.1M (+$9.1K)
Filed 2026-10-13
Aldebaran Financial Inc.
INCREASED
Shares12,427 from 12,351
Change+76 (+1%)
Value$4.1M (+$68.5K)
Filed 2026-11-06
LS Investment Advisors, LLC
DECREASED
Shares12,425 from 12,818
Change-393 (-3%)
Value$4.1M (-$85.2K)
Filed 2026-10-13
Royal Harbor Partners, LLC
INCREASED
Shares12,413 from 12,410
Change+3 (+0%)
Value$4.1M (+$44.4K)
Filed 2026-10-29
Summit Financial Wealth Advisors, LLC
INCREASED
Shares12,402 from 12,122
Change+280 (+2%)
Value$4.1M (+$134.8K)
Filed 2026-10-15
Finivi Inc.
INCREASED
Shares12,401 from 12,207
Change+194 (+2%)
Value$4.1M (+$106.9K)
Filed 2026-10-13
Jeppson Wealth Management, LLC
DECREASED
Shares12,397 from 12,527
Change-130 (-1%)
Value$4.1M (+$563)
Filed 2026-10-20
Cranbrook Wealth Management, LLC
DECREASED
Shares12,380 from 12,666
Change-286 (-2%)
Value$4.1M (-$50.3K)
Filed 2026-10-28
Falcon Wealth Planning
INCREASED
Shares12,375 from 12,006
Change+369 (+3%)
Value$4.1M (+$164.1K)
Filed 2026-11-06
Corundum Group, Inc.
INCREASED
Shares12,361 from 9,835
Change+2,526 (+26%)
Value$4.1M (+$870.1K)
Filed 2026-10-28
Sound Income Strategies, LLC
DECREASED
Shares12,360 from 13,029
Change-669 (-5%)
Value$4.1M (-$168.3K)
Filed 2026-10-09
Atlas Capital Advisors Inc.
INCREASED
Shares12,358 from 12,081
Change+277 (+2%)
Value$6.0M (+$2.0M)
Filed 2026-11-09
Carl P. Sherr & Co., LLC
INCREASED
Shares12,350 from 12,349
Change+1 (+0%)
Value$4.1M (+$43.6K)
Filed 2026-11-06
MB, Levis & Associates, LLC
INCREASED
Shares12,325 from 12,200
Change+125 (+1%)
Value$4.1M (+$83.8K)
Filed 2026-10-16
Wolff Wiese Magana LLC
INCREASED
Shares12,316 from 12,233
Change+83 (+1%)
Value$4.1M (+$70.1K)
Filed 2026-10-15
Capital Advisors Wealth Management, LLC
INCREASED
Shares12,274 from 12,180
Change+94 (+1%)
Value$4.1M (+$73.8K)
Filed 2026-10-09
Wealth Management Partners, LLC
DECREASED
Shares12,243 from 12,391
Change-148 (-1%)
Value$4.1M (-$5.3K)
Filed 2026-10-21
Security Financial Services, Inc.
DECREASED
Shares12,233 from 12,249
Change-16 (0%)
Value$4.0M (+$37.6K)
Filed 2026-10-29
Compass Financial Management LLC
INCREASED
Shares12,213 from 11,737
Change+476 (+4%)
Value$4.0M (+$28.8K)
Filed 2026-10-30
Tempus Wealth Planning, LLC
INCREASED
Shares12,203 from 11,735
Change+468 (+4%)
Value$4.0M (+$195.7K)
Filed 2026-10-14
SYM Financial Corp
INCREASED
Shares12,188 from 11,784
Change+404 (+3%)
Value$4.0M (+$174.7K)
Filed 2026-10-26
Monument Capital Management
INCREASED
Shares12,147 from 12,063
Change+84 (+1%)
Value$4.0M (+$70.0K)
Filed 2026-10-09
Benedict Financial Advisors Inc
DECREASED
Shares12,140 from 13,077
Change-937 (-7%)
Value$4.0M (-$264.2K)
Filed 2026-10-07
Grandview Asset Management LLC
DECREASED
Shares12,136 from 17,540
Change-5,404 (-31%)
Value$4.0M (-$1.7M)
Filed 2026-10-19
Blue Square Asset Management, LLC
DECREASED
Shares12,082 from 12,647
Change-565 (-4%)
Value$4.0M (-$142.6K)
Filed 2026-11-02
Blueprint Financial Advisors LLC
INCREASED
Shares12,079 from 11,552
Change+527 (+5%)
Value$4.0M (+$214.9K)
Filed 2026-10-28
Cookson Peirce & Co Inc
INCREASED
Shares12,065 from 11,520
Change+545 (+5%)
Value$4.0M (+$220.8K)
Filed 2026-10-30
Sovran Advisors, LLC
DECREASED
Shares12,058 from 17,417
Change-5,359 (-31%)
Value$4.1M (-$2.1M)
Filed 2026-11-02
Clark Asset Management, LLC
DECREASED
Shares12,054 from 12,407
Change-353 (-3%)
Value$4.0M (-$73.4K)
Filed 2026-10-19
St. Johns Investment Management Company, LLC
DECREASED
Shares12,054 from 12,275
Change-221 (-2%)
Value$4.0M (-$30.2K)
Filed 2026-10-30
Marin Bay Wealth Advisors, LLC
INCREASED
Shares12,052 from 11,990
Change+62 (+1%)
Value$4.0M (+$62.6K)
Filed 2026-10-28
QV Investors Inc.
DECREASED
Shares12,045 from 12,245
Change-200 (-2%)
Value$4.0K (-$4.0M)
Filed 2026-10-20
CRA Financial Services, LLC
INCREASED
Shares12,024 from 11,963
Change+61 (+1%)
Value$4.0M (+$62.1K)
Filed 2026-10-16
Waratah Capital Advisors Ltd.
INCREASED
Shares12,021 from 810
Change+11,211 (+1384%)
Value$4.0M (+$3.7M)
Filed 2026-11-06
Kennebec Savings Bank
INCREASED
Shares12,011 from 11,869
Change+142 (+1%)
Value$4.0M (+$88.5K)
Filed 2026-10-22
Insight Wealth Strategies, LLC
INCREASED
Shares12,007 from 11,874
Change+133 (+1%)
Value$4.0M (+$5.6K)
Filed 2026-10-09
Eulav Asset Management
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$4.0M (+$42.0K)
Filed 2026-10-23
Abundance Wealth Counselors
DECREASED
Shares11,997 from 12,193
Change-196 (-2%)
Value$4.0M (-$22.2K)
Filed 2026-10-26
Ignite Planners, LLC
INCREASED
Shares11,962 from 11,082
Change+880 (+8%)
Value$4.0M (+$344.1K)
Filed 2026-10-14
CGN Advisors LLC
DECREASED
Shares11,956 from 12,941
Change-985 (-8%)
Value$4.0M (-$280.7K)
Filed 2026-10-21
TradeWell Securities, Llc.
DECREASED
Shares11,952 from 12,204
Change-252 (-2%)
Value$4.0M (-$40.7K)
Filed 2026-10-21
Lantern Wealth Advisors, LLC
INCREASED
Shares11,924 from 11,818
Change+106 (+1%)
Value$3.9M (+$76.5K)
Filed 2026-10-22
Virtus Wealth Solutions LLC
DECREASED
Shares11,916 from 12,175
Change-259 (-2%)
Value$3.9M (-$42.9K)
Filed 2026-11-03
China Universal Asset Management Co., Ltd.
INCREASED
Shares11,890 from 10,483
Change+1,407 (+13%)
Value$4.0M (+$551.5K)
Filed 2026-10-28
Jones Kertz & Associates, Inc.
DECREASED
Shares11,884 from 11,949
Change-65 (-1%)
Value$3.9M (+$20.3K)
Filed 2026-10-28
Sage Investment Advisers LLC
DECREASED
Shares11,882 from 12,143
Change-261 (-2%)
Value$3.9M (-$43.7K)
Filed 2026-10-21
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares11,880 from 12,045
Change-165 (-1%)
Value$3.9M (-$12.4K)
Filed 2026-10-22
Peoples Bank
DECREASED
Shares11,869 from 11,909
Change-40 (0%)
Value$3.9M (+$28.5K)
Filed 2026-10-26
Ellerson Group Inc
DECREASED
Shares11,844 from 12,309
Change-465 (-4%)
Value$4.0M (-$26.1K)
Filed 2026-11-04
Revisor Wealth Management LLC
DECREASED
Shares11,842 from 12,050
Change-208 (-2%)
Value$4.0M (+$47.4K)
Filed 2026-10-20
Roman Butler Fullerton & Co
INCREASED
Shares11,816 from 11,708
Change+108 (+1%)
Value$3.9M (+$24.4K)
Filed 2026-10-27
Compass Capital Management, Inc
INCREASED
Shares11,815 from 9,804
Change+2,011 (+21%)
Value$3.9M (+$699.6K)
Filed 2026-11-06
SmartHarvest Portfolios, LLC
DECREASED
Shares11,756 from 13,371
Change-1,615 (-12%)
Value$3.9M (-$487.3K)
Filed 2026-10-26
Correct Capital Wealth Management
DECREASED
Shares11,707 from 11,906
Change-199 (-2%)
Value$3.9M (-$24.2K)
Filed 2026-11-02
Central Pacific Bank - Trust Division
DECREASED
Shares11,700 from 12,721
Change-1,021 (-8%)
Value$3.9M (-$293.3K)
Filed 2026-10-06
Financial Management Professionals, Inc.
DECREASED
Shares11,684 from 11,693
Change-9 (0%)
Value$3.9M (+$37.9K)
Filed 2026-10-23
Drive Wealth Management, LLC
INCREASED
Shares11,659 from 10,377
Change+1,282 (+12%)
Value$3.9M (+$460.4K)
Filed 2026-11-09
Summit Asset Management, LLC
DECREASED
Shares11,606 from 11,656
Change-50 (0%)
Value$3.8M (+$24.3K)
Filed 2026-11-05
Iams Wealth Management, LLC
DECREASED
Shares11,604 from 12,827
Change-1,223 (-10%)
Value$3.8M (-$359.7K)
Filed 2026-10-15
Plancorp, LLC
INCREASED
Shares11,592 from 9,998
Change+1,594 (+16%)
Value$3.9M (+$562.2K)
Filed 2026-11-03
Ballast Rock Private Wealth LLC
INCREASED
Shares11,579 from 11,577
Change+2 (+0%)
Value$3.8M (+$40.9K)
Filed 2026-10-26
LifeSteps Financial, Inc.
INCREASED
Shares11,568 from 11,304
Change+264 (+2%)
Value$3.8M (+$127.1K)
Filed 2026-10-15
Great Diamond Partners, LLC
DECREASED
Shares11,565 from 11,594
Change-29 (0%)
Value$3.8M (+$31.0K)
Filed 2026-10-13
Keeler Thomas Management LLC
DECREASED
Shares11,552 from 11,667
Change-115 (-1%)
Value$3.8M (+$2.8K)
Filed 2026-10-29
Bell Asset Management Ltd
DECREASED
Shares11,525 from 30,236
Change-18,711 (-62%)
Value$3.8M (-$6.1M)
Filed 2026-10-08
Brady Martz Wealth Solutions, LLC
DECREASED
Shares11,522 from 12,189
Change-667 (-5%)
Value$3.8M (-$178.3K)
Filed 2026-11-05
Rockingstone Advisors LLC
DECREASED
Shares11,497 from 11,562
Change-65 (-1%)
Value$3.8M (+$19.0K)
Filed 2026-10-16
U S Wealth Group, Llc.
INCREASED
Shares11,484 from 11,454
Change+30 (+0%)
Value$3.8M (+$50.0K)
Filed 2026-11-09
GKV Capital Management Co., Inc.
DECREASED
Shares11,483 from 11,642
Change-159 (-1%)
Value$3.8M (-$11.9K)
Filed 2026-11-06
Retirement Planning Group, LLC
INCREASED
Shares11,479 from 10,597
Change+882 (+8%)
Value$3.8M (+$328.7K)
Filed 2026-10-19
Greg Jennings, LLC
NEW
Shares11,460
Change+11,460
Value$3.8M
Filed 2026-10-19
Mitchell Sinkler & Starr
INCREASED
Shares11,452 from 11,373
Change+79 (+1%)
Value$3.8M (+$65.6K)
Filed 2026-10-13
Atwood & Palmer Inc
INCREASED
Shares11,431 from 8,799
Change+2,632 (+30%)
Value$3.8M (+$901.4K)
Filed 2026-10-08
Balefire, LLC
DECREASED
Shares11,417 from 12,118
Change-701 (-6%)
Value$3.8M (-$189.6K)
Filed 2026-10-09
Lakeshore Financial Planning, Inc.
INCREASED
Shares11,414 from 11,366
Change+48 (+0%)
Value$3.8M (+$54.9K)
Filed 2026-10-13
O'Keefe Stevens Advisory, Inc.
INCREASED
Shares11,412 from 10,776
Change+636 (+6%)
Value$3.8M (+$248.4K)
Filed 2026-10-09
Kenora Financial, LLC
DECREASED
Shares11,388 from 11,444
Change-56 (0%)
Value$3.8M (+$21.5K)
Filed 2026-10-20
Gallagher Capital Advisors, LLC
DECREASED
Shares11,380 from 11,390
Change-10 (0%)
Value$3.8M (+$36.6K)
Filed 2026-10-09
Valley National Advisers Inc
INCREASED
Shares11,368 from 11,352
Change+16 (+0%)
Value$3.8M (+$44.8K)
Filed 2026-10-23
Sjbenen Advisory, LLC
INCREASED
Shares11,361 from 9,700
Change+1,661 (+17%)
Value$3.8M (+$571.3K)
Filed 2026-10-19
West Paces Advisors Inc.
INCREASED
Shares11,322 from 11,218
Change+104 (+1%)
Value$3.7M (+$73.7K)
Filed 2026-10-13
ROI Financial Advisors, LLC
INCREASED
Shares11,316 from 11,059
Change+257 (+2%)
Value$3.7M (+$123.6K)
Filed 2026-10-19
Rhodes Investment Advisors Inc
DECREASED
Shares11,286 from 11,404
Change-118 (-1%)
Value$3.7M (+$876)
Filed 2026-10-07
Aspetuck Financial Management LLC
DECREASED
Shares11,251 from 11,461
Change-210 (-2%)
Value$3.7M (-$29.4K)
Filed 2026-11-04
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares11,239 from 10,848
Change+391 (+4%)
Value$3.7M (+$167.5K)
Filed 2026-10-15
NBH Bank
INCREASED
Shares11,231 from 11,166
Change+65 (+1%)
Value$3.7M (+$60.6K)
Filed 2026-11-05
Well Done, LLC
INCREASED
Shares11,208 from 10,579
Change+629 (+6%)
Value$3.7M (+$244.9K)
Filed 2026-10-20
Dickmeyer Boyce Financial Management, Inc.
DECREASED
Shares11,185 from 11,209
Change-24 (0%)
Value$3.7M (+$31.6K)
Filed 2026-10-08
Curated Wealth Partners LLC
INCREASED
Shares11,177 from 6,369
Change+4,808 (+75%)
Value$3.7M (+$1.6M)
Filed 2026-10-15
Sonata Capital Group Inc
DECREASED
Shares11,170 from 11,510
Change-340 (-3%)
Value$3.7M (-$72.2K)
Filed 2026-10-19
AA Financial Advisors, LLC
INCREASED
Shares11,144 from 10,780
Change+364 (+3%)
Value$3.7M (+$158.3K)
Filed 2026-10-19
Auxano Advisors, LLC
DECREASED
Shares11,131 from 11,259
Change-128 (-1%)
Value$3.7M (-$3.0K)
Filed 2026-11-06
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares11,109 from 11,109
Change0 (0%)
Value$3.7M (+$38.9K)
Filed 2026-11-06
Slocum, Gordon & Co LLP
DECREASED
Shares11,101 from 11,136
Change-35 (0%)
Value$3.7M (+$27.4K)
Filed 2026-10-19
Saxon Interests, Inc.
DECREASED
Shares11,066 from 15,495
Change-4,429 (-29%)
Value$3.7M (-$1.4M)
Filed 2026-10-26
TCI Wealth Advisors, Inc.
DECREASED
Shares11,040 from 11,105
Change-65 (-1%)
Value$3.7M (+$17.6K)
Filed 2026-10-30
Daytona Street Capital LLC
DECREASED
Shares11,017 from 11,203
Change-186 (-2%)
Value$3.7M (-$112.2K)
Filed 2026-10-15
Versant Capital Management, Inc
INCREASED
Shares11,008 from 10,685
Change+323 (+3%)
Value$3.6M (+$144.5K)
Filed 2026-10-02
Blodgett Wealth Advisors, LLC
INCREASED
Shares10,983 from 10,916
Change+67 (+1%)
Value$3.6M (+$60.2K)
Filed 2026-10-23
Prairie Advisory, LLC
INCREASED
Shares10,950 from 5,467
Change+5,483 (+100%)
Value$3.6M (+$1.8M)
Filed 2026-10-19
Moss Adams Wealth Advisors LLC
DECREASED
Shares10,940 from 12,635
Change-1,695 (-13%)
Value$3.6M (-$516.7K)
Filed 2026-10-28
Inscription Capital, LLC
DECREASED
Shares10,932 from 14,985
Change-4,053 (-27%)
Value$3.6M (-$1.3M)
Filed 2026-11-02
Northern Financial Advisors Inc
INCREASED
Shares10,926 from 10,837
Change+89 (+1%)
Value$3.6M (+$67.4K)
Filed 2026-10-29
Pekin Hardy Strauss, Inc.
DECREASED
Shares10,912 from 11,136
Change-224 (-2%)
Value$3.6M (-$35.1K)
Filed 2026-11-02
Vicus Capital
DECREASED
Shares10,897 from 10,978
Change-81 (-1%)
Value$3.6M (+$11.5K)
Filed 2026-11-05
G&S Capital LLC
DECREASED
Shares10,880 from 11,024
Change-144 (-1%)
Value$3.6M (-$8.9K)
Filed 2026-10-23
V-Square Quantitative Management LLC
INCREASED
Shares10,844 from 10,469
Change+375 (+4%)
Value$3.6M (+$160.7K)
Filed 2026-10-15
Strong Retirement Solutions LLC
DECREASED
Shares10,808 from 11,131
Change-323 (-3%)
Value$3.6M (-$67.9K)
Filed 2026-10-07
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares10,778 from 10,913
Change-135 (-1%)
Value$3.6M (-$186.5K)
Filed 2026-10-21
FinArc Investments, Inc.
DECREASED
Shares10,763 from 10,930
Change-167 (-2%)
Value$3.6M (-$17.0K)
Filed 2026-10-14
Continental Advisors LLC
UNCHANGED
Shares10,735 from 10,735
Change0 (0%)
Value$3.6M (+$37.6K)
Filed 2026-10-13
Exchange Bank
DECREASED
Shares10,686 from 10,858
Change-172 (-2%)
Value$3.5M (-$18.9K)
Filed 2026-10-07
GS Investments, Inc.
DECREASED
Shares10,653 from 10,718
Change-65 (-1%)
Value$3.5M (+$16.0K)
Filed 2026-11-05
BankPlus Wealth Management LLC
INCREASED
Shares10,640 from 10,609
Change+31 (+0%)
Value$3.5M (+$45.8K)
Filed 2026-10-13
Hager Investment Management Services, LLC
DECREASED
Shares10,620 from 11,515
Change-895 (-8%)
Value$3.5M (-$255.7K)
Filed 2026-11-04
Financial Perspectives, Inc
DECREASED
Shares10,614 from 10,646
Change-32 (0%)
Value$3.5M (+$26.7K)
Filed 2026-11-03
Bigelow Investment Advisors, LLC
DECREASED
Shares10,608 from 10,630
Change-22 (0%)
Value$3.5M (+$29.9K)
Filed 2026-10-13
Hilltop National Bank
DECREASED
Shares10,598 from 11,391
Change-793 (-7%)
Value$3.5M (-$222.5K)
Filed 2026-10-14
Bradyco, Inc.
DECREASED
Shares10,587 from 11,007
Change-420 (-4%)
Value$3.5M (-$100.4K)
Filed 2026-11-03
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares10,579 from 10,505
Change+74 (+1%)
Value$3.5M (+$61.4K)
Filed 2026-10-13
Convergence Financial, LLC
DECREASED
Shares10,564 from 21,503
Change-10,939 (-51%)
Value$3.5M (-$3.5M)
Filed 2026-10-27
WealthBridge Capital Management, LLC
INCREASED
Shares10,561 from 10,503
Change+58 (+1%)
Value$3.5M (+$55.9K)
Filed 2026-10-16
Bernicke Wealth Management, Ltd.
DECREASED
Shares10,549 from 10,706
Change-157 (-1%)
Value$3.5M (-$14.6K)
Filed 2026-11-06
RW Investment Management LLC
INCREASED
Shares10,542 from 10,318
Change+224 (+2%)
Value$3.5M (+$110.2K)
Filed 2026-11-03
WBH Advisory Inc
INCREASED
Shares10,537 from 10,201
Change+336 (+3%)
Value$3.5M (+$146.9K)
Filed 2026-11-05
JSF Financial, LLC
INCREASED
Shares10,499 from 10,206
Change+293 (+3%)
Value$3.5M (+$132.7K)
Filed 2026-10-22
TSG Advice Partners, LLC
NEW
Shares10,473
Change+10,473
Value$3.4M
Filed 2026-10-29
Childress Capital Advisors, LLC
INCREASED
Shares10,470 from 9,867
Change+603 (+6%)
Value$3.5M (+$234.1K)
Filed 2026-10-28
Shuttleworth & Co
DECREASED
Shares10,463 from 10,567
Change-104 (-1%)
Value$3.5M (+$2.6K)
Filed 2026-10-30
Neumann Capital Management, LLC
NEW
Shares10,450
Change+10,450
Value$3.5M
Filed 2026-10-15
Harmony Asset Management LLC
INCREASED
Shares10,439 from 10,378
Change+61 (+1%)
Value$3.5M (+$56.3K)
Filed 2026-10-20
Abel Hall, LLC
INCREASED
Shares10,436 from 10,120
Change+316 (+3%)
Value$3.5M (+$140.0K)
Filed 2026-10-19
Financial Solutions Advisory Group, Inc.
DECREASED
Shares10,408 from 10,413
Change-5 (0%)
Value$3.5M (+$42.6K)
Filed 2026-10-28
Rossby Financial, LCC
INCREASED
Shares10,393 from 9,077
Change+1,316 (+15%)
Value$3.4M (+$467.2K)
Filed 2026-11-05
Eads & Heald Wealth Management
DECREASED
Shares10,388 from 10,618
Change-230 (-2%)
Value$3.4M (-$38.9K)
Filed 2026-10-29
Morton Capital Management LLC
DECREASED
Shares10,381 from 10,708
Change-327 (-3%)
Value$3.4M (-$70.8K)
Filed 2026-10-23
Root Financial Partners, LLC
INCREASED
Shares10,347 from 8,305
Change+2,042 (+25%)
Value$3.4M (+$704.7K)
Filed 2026-10-21
Summit Financial Strategies, Inc.
DECREASED
Shares10,318 from 10,328
Change-10 (0%)
Value$3.4M (+$32.8K)
Filed 2026-10-14
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED
Shares10,312 from 10,537
Change-225 (-2%)
Value$3.4M (-$37.6K)
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED
Shares10,308 from 10,516
Change-208 (-2%)
Value$2.8M (-$157.9K)
Filed 2026-11-04
Autumn Glory Partners, LLC
INCREASED
Shares10,294 from 10,293
Change+1 (+0%)
Value$3.4M (+$36.3K)
Filed 2026-10-26
Allegheny Financial Group
INCREASED
Shares10,285 from 10,284
Change+1 (+0%)
Value$3.4M (+$36.2K)
Filed 2026-11-05
Balboa Wealth Partners
DECREASED
Shares10,280 from 10,462
Change-182 (-2%)
Value$3.4M (-$23.3K)
Filed 2026-10-20
Hudson Canyon Capital Management
DECREASED
Shares10,253 from 10,870
Change-617 (-6%)
Value$3.4M (-$166.1K)
Filed 2026-11-04
Elmwood Wealth Management, Inc.
DECREASED
Shares10,245 from 10,295
Change-50 (0%)
Value$3.4M (+$19.7K)
Filed 2026-10-14
Etesian Wealth Advisors, Inc.
DECREASED
Shares10,239 from 10,931
Change-692 (-6%)
Value$3.4M (-$190.7K)
Filed 2026-10-27
Net Worth Advisory Group
INCREASED
Shares10,238 from 8,187
Change+2,051 (+25%)
Value$3.4M (+$731.2K)
Filed 2026-10-20
Catherine Avery Investment Management LLC
DECREASED
Shares10,233 from 22,241
Change-12,008 (-54%)
Value$3.4M (-$3.9M)
Filed 2026-10-14
Birinyi Associates Inc
DECREASED
Shares10,230 from 10,726
Change-496 (-5%)
Value$3.4K (-$3.5M)
Filed 2026-10-28
Arcataur Capital Management LLC
DECREASED
Shares10,230 from 10,256
Change-26 (0%)
Value$3.4M (+$27.3K)
Filed 2026-10-21
Shum Financial Group, Inc.
DECREASED
Shares10,214 from 10,337
Change-123 (-1%)
Value$3.4M (-$4.5K)
Filed 2026-10-13
Global Trust Asset Management, LLC
INCREASED
Shares10,190 from 10,091
Change+99 (+1%)
Value$3.4M (+$68.1K)
Filed 2026-10-19
Barrett & Company, Inc.
INCREASED
Shares10,177 from 9,919
Change+258 (+3%)
Value$3.4M (+$120.3K)
Filed 2026-10-22
Hunter Associates Investment Management LLC
DECREASED
Shares10,177 from 10,205
Change-28 (0%)
Value$3.4K (-$3.3M)
Filed 2026-10-26
Oslo Pensjonsforsikring AS
INCREASED
Shares10,134 from 10,019
Change+115 (+1%)
Value$3.4M (+$73.1K)
Filed 2026-10-15
United Community Bank
INCREASED
Shares10,120 from 10,015
Change+105 (+1%)
Value$3.3M (+$69.8K)
Filed 2026-10-28
Philadelphia Investment Partners, LLC
DECREASED
Shares10,112 from 10,442
Change-330 (-3%)
Value$3.3M (-$74.0K)
Filed 2026-11-09
Tower View Wealth Management LLC
INCREASED
Shares10,086 from 9,245
Change+841 (+9%)
Value$3.3M (+$310.6K)
Filed 2026-10-23
Paragon Private Wealth Management, LLC
DECREASED
Shares10,053 from 12,117
Change-2,064 (-17%)
Value$3.3M (-$640.4K)
Filed 2026-10-20
Meadow Creek Wealth Advisors LLC
DECREASED
Shares10,036 from 10,130
Change-94 (-1%)
Value$3.3M (+$4.4K)
Filed 2026-11-02
Lee Financial Co
INCREASED
Shares10,025 from 9,947
Change+78 (+1%)
Value$3.3M (+$60.6K)
Filed 2026-10-16
Sage Rhino Capital LLC
INCREASED
Shares10,019 from 9,855
Change+164 (+2%)
Value$3.3M (+$88.7K)
Filed 2026-10-28
Meridian Financial Partners LLC
DECREASED
Shares10,013 from 10,029
Change-16 (0%)
Value$3.4M (-$119.5K)
Filed 2026-10-23
Regent Peak Wealth Advisors LLC
INCREASED
Shares9,998 from 7,828
Change+2,170 (+28%)
Value$3.3M (+$745.7K)
Filed 2026-10-13
First County Bank
INCREASED
Shares9,997 from 9,744
Change+253 (+3%)
Value$3.3M (+$117.8K)
Filed 2026-10-13
Adelphi Trust Co
INCREASED
Shares9,981 from 9,825
Change+156 (+2%)
Value$3.3M (+$86.0K)
Filed 2026-10-05
Vista Investment Partners LLC
INCREASED
Shares9,966 from 9,951
Change+15 (+0%)
Value$3.3M (+$39.7K)
Filed 2026-10-08
Oder Investment Management, LLC
DECREASED
Shares9,943 from 10,080
Change-137 (-1%)
Value$3.3M (-$10.1K)
Filed 2026-11-09
PKS Advisory Services, LLC
UNCHANGED
Shares9,943 from 9,943
Change0 (0%)
Value$3.3M ($0)
Filed 2026-10-26
CKW Financial Group
INCREASED
Shares9,920 from 9,755
Change+165 (+2%)
Value$3.3K (+$46)
Filed 2026-10-29
Gleason Group, Inc.
DECREASED
Shares9,908 from 10,577
Change-669 (-6%)
Value$3.3M (-$184.4K)
Filed 2026-10-15
Gen-Wealth Partners Inc
INCREASED
Shares9,889 from 9,777
Change+112 (+1%)
Value$3.3M (+$71.0K)
Filed 2026-11-04
Union Savings Bank
DECREASED
Shares9,887 from 10,421
Change-534 (-5%)
Value$3.3M (-$140.2K)
Filed 2026-10-14
Trail Ridge Investment Advisors, LLC
DECREASED
Shares9,841 from 9,869
Change-28 (0%)
Value$3.3M (+$25.3K)
Filed 2026-10-16
Black Diamond Financial, LLC
INCREASED
Shares9,818 from 9,300
Change+518 (+6%)
Value$3.2M (+$203.8K)
Filed 2026-10-26
TKG Advisors, LLC
INCREASED
Shares9,815 from 9,667
Change+148 (+2%)
Value$3.2M (+$82.8K)
Filed 2026-11-02
First Financial Corp
DECREASED
Shares9,812 from 10,030
Change-218 (-2%)
Value$3.2M (-$37.0K)
Filed 2026-10-13
Woodward Diversified Capital, LLC
DECREASED
Shares9,808 from 10,056
Change-248 (-2%)
Value$3.2M (-$46.8K)
Filed 2026-10-21
Anchyra Partners LLC
INCREASED
Shares9,799 from 8,683
Change+1,116 (+13%)
Value$3.2M (+$399.6K)
Filed 2026-10-13
Applied Capital LLC
INCREASED
Shares9,783 from 9,771
Change+12 (+0%)
Value$3.2M (+$38.2K)
Filed 2026-10-07
Ramsay, Stattman, Vela & Price, Inc.
DECREASED
Shares9,775 from 9,795
Change-20 (0%)
Value$3.2M (+$27.7K)
Filed 2026-10-19
Personal CFO Solutions, LLC
DECREASED
Shares9,765 from 9,982
Change-217 (-2%)
Value$3.2M (-$36.8K)
Filed 2026-11-06
Uhlmann Price Securities, LLC
DECREASED
Shares9,761 from 10,486
Change-725 (-7%)
Value$3.2M (-$203.4K)
Filed 2026-11-03
Evergreen Wealth Management, LLC
INCREASED
Shares9,749 from 9,704
Change+45 (+0%)
Value$3.2M (+$48.9K)
Filed 2026-11-06
Vaquero Private Wealth, LTD
DECREASED
Shares9,742 from 9,767
Change-25 (0%)
Value$3.2M (+$25.9K)
Filed 2026-10-27
Letson Investment Management, Inc.
DECREASED
Shares9,739 from 10,311
Change-572 (-6%)
Value$3.2M (-$153.2K)
Filed 2026-11-05
Oarsman Capital, Inc.
INCREASED
Shares9,721 from 9,101
Change+620 (+7%)
Value$3.2M (+$236.9K)
Filed 2026-11-05
Kelleher Financial Advisors
DECREASED
Shares9,715 from 18,751
Change-9,036 (-48%)
Value$3.2M (-$2.9M)
Filed 2026-10-30
S.E.E.D. Planning Group LLC
DECREASED
Shares9,715 from 9,927
Change-212 (-2%)
Value$3.2M (-$35.4K)
Filed 2026-10-07
Cacti Asset Management LLC
DECREASED
Shares9,710 from 10,060
Change-350 (-3%)
Value$3.3M (-$40.3K)
Filed 2026-10-01
GoalVest Advisory LLC
INCREASED
Shares9,710 from 9,656
Change+54 (+1%)
Value$3.2M (+$51.7K)
Filed 2026-10-02
Point Windward Advisors Inc.
DECREASED
Shares9,700 from 10,181
Change-481 (-5%)
Value$3.2M (-$123.5K)
Filed 2026-11-06
Wernau Asset Management Inc.
DECREASED
Shares9,686 from 9,835
Change-149 (-2%)
Value$3.2M (-$14.9K)
Filed 2026-10-19
Temasek Holdings (Private) Ltd
DECREASED
Shares9,682 from 29,588
Change-19,906 (-67%)
Value$3.2M (-$6.5M)
Filed 2026-10-28
Legacy Bridge, LLC
DECREASED
Shares9,610 from 9,712
Change-102 (-1%)
Value$3.2M (+$248)
Filed 2026-10-28
HMS Capital Management, LLC
INCREASED
Shares9,591 from 9,506
Change+85 (+1%)
Value$3.2M (+$61.5K)
Filed 2026-10-20
Reik & Co., LLC
UNCHANGED
Shares9,590 from 9,590
Change0 (0%)
Value$3.2M (+$33.6K)
Filed 2026-10-27
High Net Worth Advisory Group LLC
INCREASED
Shares9,580 from 9,458
Change+122 (+1%)
Value$3.2M (+$73.5K)
Filed 2026-10-26
First Citizens Financial Corp
UNCHANGED
Shares9,571 from 9,571
Change0 (0%)
Value$3.2M (+$33.5K)
Filed 2026-10-02
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED
Shares9,549 from 9,602
Change-53 (-1%)
Value$3.2M (+$16.1K)
Filed 2026-10-21
Quantum Financial Advisors, LLC
INCREASED
Shares9,531 from 9,511
Change+20 (+0%)
Value$3.2M (+$39.9K)
Filed 2026-11-03
Trust Investment Advisors
INCREASED
Shares9,526 from 8,541
Change+985 (+12%)
Value$3.2M (+$355.6K)
Filed 2026-10-20
Chapman Investment Management, LLC
NEW
Shares9,521
Change+9,521
Value$3.1M
Filed 2026-11-03
Kepler Cheuvreux (Suisse) SA
DECREASED
Shares9,508 from 13,393
Change-3,885 (-29%)
Value$3.1M (-$1.2M)
Filed 2026-10-20
Florida Financial Advisors, LLC
INCREASED
Shares9,484 from 7,877
Change+1,607 (+20%)
Value$3.1M (+$557.7K)
Filed 2026-11-09
Core Wealth Partners LLC
DECREASED
Shares9,481 from 10,716
Change-1,235 (-12%)
Value$3.1M (-$371.0K)
Filed 2026-11-02
Weil Company, Inc.
INCREASED
Shares9,478 from 9,436
Change+42 (+0%)
Value$3.1M (+$46.9K)
Filed 2026-10-14
Prentice Wealth Management LLC
INCREASED
Shares9,468 from 9,298
Change+170 (+2%)
Value$3.1M (+$88.8K)
Filed 2026-10-20
First Bank & Trust
DECREASED
Shares9,464 from 9,538
Change-74 (-1%)
Value$3.1M (+$8.9K)
Filed 2026-10-19
Powell Investment Advisors, LLC
UNCHANGED
Shares9,451 from 9,451
Change0 (0%)
Value$3.1M (+$33.1K)
Filed 2026-10-22
Asio Capital, LLC
INCREASED
Shares9,446 from 9,178
Change+268 (+3%)
Value$3.1M (+$120.8K)
Filed 2026-10-19
DE Burlo Group Inc
DECREASED
Shares9,441 from 9,581
Change-140 (-1%)
Value$3.1M (-$12.7K)
Filed 2026-11-05
Terril Brothers, Inc.
UNCHANGED
Shares9,425 from 9,425
Change0 (0%)
Value$3.1M (+$33.0K)
Filed 2026-11-06
Keudell ison Wealth Management
DECREASED
Shares9,415 from 9,490
Change-75 (-1%)
Value$3.1M (+$8.2K)
Filed 2026-10-16
Oak Thistle LLC
INCREASED
Shares9,386 from 1,319
Change+8,067 (+612%)
Value$3.1M (+$2.7M)
Filed 2026-10-21
Woodard & Co Asset Management Group Inc
DECREASED
Shares9,356 from 9,594
Change-238 (-2%)
Value$3.1M (-$45.0K)
Filed 2026-11-03
Redhawk Wealth Advisors, Inc.
INCREASED
Shares9,346 from 9,296
Change+50 (+1%)
Value$3.1M (+$49.1K)
Filed 2026-10-14
Boomfish Wealth Group, LLC
DECREASED
Shares9,340 from 9,353
Change-13 (0%)
Value$3.1M (+$28.4K)
Filed 2026-10-22
Victory Financial Group, LLC
INCREASED
Shares9,339 from 5,075
Change+4,264 (+84%)
Value$3.1M (+$1.4M)
Filed 2026-10-27
Inman Jager Wealth Management, LLC
DECREASED
Shares9,302 from 9,452
Change-150 (-2%)
Value$3.1M (-$16.4K)
Filed 2026-11-05
Legacy Wealth Management, LLC / MS
DECREASED
Shares9,300 from 9,928
Change-628 (-6%)
Value$3.1M (-$173.0K)
Filed 2026-10-30
Vivid Wealth Management, LLC
DECREASED
Shares9,291 from 9,453
Change-162 (-2%)
Value$3.1M (-$20.6K)
Filed 2026-10-27
Alexander Randolph Advisory, Inc.
DECREASED
Shares9,287 from 9,385
Change-98 (-1%)
Value$3.1M (+$137)
Filed 2026-11-04
Windsor Capital Management, LLC
INCREASED
Shares9,274 from 9,139
Change+135 (+1%)
Value$3.1M (+$76.4K)
Filed 2026-10-13
InTrack Investment Management Inc
DECREASED
Shares9,261 from 10,068
Change-807 (-8%)
Value$3.1M (-$231.9K)
Filed 2026-10-15
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares9,258 from 8,889
Change+369 (+4%)
Value$3.1M (+$153.0K)
Filed 2026-10-27
Kingstone Capital Partners Texas, LLC
INCREASED
Shares9,198 from 9,173
Change+25 (+0%)
Value$3.0M (+$40.1K)
Filed 2026-11-03
Trillium Asset Management, LLC
DECREASED
Shares9,180 from 9,482
Change-302 (-3%)
Value$3.0M (-$66.7K)
Filed 2026-11-09
LexAurum Advisors, LLC
DECREASED
Shares9,175 from 9,218
Change-43 (0%)
Value$3.0M (+$17.9K)
Filed 2026-10-19
Park Edge Advisors, LLC
DECREASED
Shares9,168 from 12,180
Change-3,012 (-25%)
Value$3.0M (-$954.0K)
Filed 2026-10-28
1900 Wealth Management LLC
INCREASED
Shares9,147 from 8,355
Change+792 (+9%)
Value$3.0M (+$291.2K)
Filed 2026-10-13
Sunbeam Capital Management, LLC
DECREASED
Shares9,146 from 9,542
Change-396 (-4%)
Value$3.0M (-$97.4K)
Filed 2026-11-05
Cannon Capital Management, Inc.
INCREASED
Shares9,114 from 8,980
Change+134 (+1%)
Value$3.0M (+$75.8K)
Filed 2026-11-03
Keystone Wealth Services, LLC
INCREASED
Shares9,108 from 8,437
Change+671 (+8%)
Value$3.1M (+$289.3K)
Filed 2026-11-03
Pinion Investment Advisors, LLC
INCREASED
Shares9,101 from 9,032
Change+69 (+1%)
Value$3.0M (+$54.3K)
Filed 2026-11-04
Towne Trust Company, N.a
INCREASED
Shares9,098 from 8,261
Change+837 (+10%)
Value$3.0M (+$305.8K)
Filed 2026-10-28
CFC Planning Co LLC
UNCHANGED
Shares9,085 from 9,085
Change0 (0%)
Value$3.0M (+$31.9K)
Filed 2026-10-28
Capital Advisors, Ltd. LLC
DECREASED
Shares9,057 from 10,026
Change-969 (-10%)
Value$3.0K (-$286)
Filed 2026-10-27
Ethos Capital Management, Inc.
INCREASED
Shares9,050 from 8,398
Change+652 (+8%)
Value$3.0M (+$245.2K)
Filed 2026-11-03
Financial Management Network Inc
DECREASED
Shares8,987 from 8,995
Change-8 (0%)
Value$3.0M (-$81.0K)
Filed 2026-10-09
Elco Management Co., LLC
INCREASED
Shares8,963 from 8,856
Change+107 (+1%)
Value$3.0M (+$66.6K)
Filed 2026-10-14
Sunpointe, LLC
DECREASED
Shares8,947 from 9,130
Change-183 (-2%)
Value$3.0M (-$28.7K)
Filed 2026-10-22
Clear Wave Wealth Management LLC
INCREASED
Shares8,946 from 8,720
Change+226 (+3%)
Value$3.0M (+$105.3K)
Filed 2026-11-04
Byrne Asset Management LLC
INCREASED
Shares8,925 from 8,888
Change+37 (+0%)
Value$3.0M (+$64.3K)
Filed 2026-10-06
Deltec Asset Management LLC
UNCHANGED
Shares8,925 from 8,925
Change0 (0%)
Value$3.0M (+$31.2K)
Filed 2026-10-26
Virtue Capital Management, LLC
INCREASED
Shares8,890 from 8,533
Change+357 (+4%)
Value$2.9M (+$148.6K)
Filed 2026-10-29
Norris Perne & French LLP
DECREASED
Shares8,875 from 9,917
Change-1,042 (-11%)
Value$2.9M (-$310.0K)
Filed 2026-10-23
Shaker Investments LLC
INCREASED
Shares8,872 from 8,630
Change+242 (+3%)
Value$2.9M (+$110.3K)
Filed 2026-11-05
Cape ANN Savings Bank
DECREASED
Shares8,872 from 8,972
Change-100 (-1%)
Value$2.9M (-$1.7K)
Filed 2026-11-09
Iron Financial LLC
DECREASED
Shares8,870 from 9,134
Change-264 (-3%)
Value$2.9M (-$55.4K)
Filed 2026-10-23
McAdam, LLC
INCREASED
Shares8,861 from 8,014
Change+847 (+11%)
Value$2.9M (+$308.4K)
Filed 2026-10-21
Private Client Services, LLC
DECREASED
Shares8,855 from 9,949
Change-1,094 (-11%)
Value$2.9M (-$327.1K)
Filed 2026-10-02
IFG Advisors, LLC
INCREASED
Shares8,849 from 8,748
Change+101 (+1%)
Value$2.9M (+$64.0K)
Filed 2026-10-15
Directional Asset Management
DECREASED
Shares8,848 from 9,878
Change-1,030 (-10%)
Value$2.9M (-$306.3K)
Filed 2026-10-22
Waterway Wealth Management, LLC
INCREASED
Shares8,843 from 8,739
Change+104 (+1%)
Value$2.9M (+$65.2K)
Filed 2026-10-28
Bullock Wealth Management Group
DECREASED
Shares8,840 from 9,341
Change-501 (-5%)
Value$2.9M (-$175.2K)
Filed 2026-10-09
Foster Group, Inc.
DECREASED
Shares8,838 from 8,862
Change-24 (0%)
Value$2.9M (+$23.2K)
Filed 2026-10-13
Emprise Bank
DECREASED
Shares8,836 from 8,997
Change-161 (-2%)
Value$2.9M (-$21.8K)
Filed 2026-10-07
Vista Investment Partners II, LLC
DECREASED
Shares8,818 from 8,972
Change-154 (-2%)
Value$2.9M (-$19.7K)
Filed 2026-10-15
Bennett Selby Investments LP
INCREASED
Shares8,818 from 8,800
Change+18 (+0%)
Value$2.9M (+$36.8K)
Filed 2026-10-19
Lederer & Associates Investment Counsel
DECREASED
Shares8,801 from 8,899
Change-98 (-1%)
Value$2.9K (-$1)
Filed 2026-10-23
AK Global Asset Management, LLC
UNCHANGED
Shares8,800 from 8,800
Change0 (0%)
Value$2.9M (+$30.8K)
Filed 2026-10-27
HBW Advisory Services LLC
INCREASED
Shares8,798 from 8,014
Change+784 (+10%)
Value$2.9M (+$287.3K)
Filed 2026-10-15
Cromwell Holdings LLC
DECREASED
Shares8,791 from 9,150
Change-359 (-4%)
Value$2.9M (-$86.7K)
Filed 2026-10-28
Meridian Investment Counsel Inc.
DECREASED
Shares8,790 from 8,925
Change-135 (-2%)
Value$2.9M (-$13.4K)
Filed 2026-10-14
Legacy Edge Advisors, LLC
DECREASED
Shares8,781 from 8,830
Change-49 (-1%)
Value$2.9M (+$14.7K)
Filed 2026-11-06
M. Kraus & Co
UNCHANGED
Shares8,762 from 8,762
Change0 (0%)
Value$2.9M (+$30.7K)
Filed 2026-10-20
Fortitude Advisory Group L.L.C.
INCREASED
Shares8,761 from 8,476
Change+285 (+3%)
Value$2.9M (+$124.1K)
Filed 2026-10-15
1620 Investment Advisors, Inc.
INCREASED
Shares8,761 from 8,618
Change+143 (+2%)
Value$2.9M (+$77.4K)
Filed 2026-11-04
Bath Savings Trust Co
INCREASED
Shares8,754 from 8,729
Change+25 (+0%)
Value$2.9M (+$38.8K)
Filed 2026-10-07
Hummer Financial Advisory Services Inc
UNCHANGED
Shares8,740 from 8,740
Change0 (0%)
Value$2.9M (+$30.6K)
Filed 2026-10-09
McElhenny Sheffield Capital Management, LLC
INCREASED
Shares8,725 from 8,372
Change+353 (+4%)
Value$2.9M (+$146.1K)
Filed 2026-11-06
Jnba Financial Advisors
INCREASED
Shares8,713 from 8,578
Change+135 (+2%)
Value$2.9M (+$74.7K)
Filed 2026-11-03
Brian LOW Financial Group, LLC
INCREASED
Shares8,678 from 7,833
Change+845 (+11%)
Value$2.9M (+$307.1K)
Filed 2026-10-28
Costello Asset Management, Inc
DECREASED
Shares8,677 from 8,700
Change-23 (0%)
Value$2.9M (+$22.8K)
Filed 2026-10-30
Cora Capital Advisors LLC
DECREASED
Shares8,636 from 8,648
Change-12 (0%)
Value$2.9M (+$26.4K)
Filed 2026-11-02
City State Bank
DECREASED
Shares8,592 from 8,656
Change-64 (-1%)
Value$2.8M (+$9.1K)
Filed 2026-10-20
Citadel Investment Advisory, Inc.
INCREASED
Shares8,589 from 8,422
Change+167 (+2%)
Value$2.8M (+$84.0K)
Filed 2026-10-15
Greatmark Investment Partners, Inc.
UNCHANGED
Shares8,577 from 8,577
Change0 (0%)
Value$2.8M (+$30.0K)
Filed 2026-10-28
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares8,567 from 8,898
Change-331 (-4%)
Value$2.8M (-$78.4K)
Filed 2026-10-14
Westbourne Investment Advisors, Inc.
UNCHANGED
Shares8,555 from 8,555
Change0 (0%)
Value$2.8M (+$29.9K)
Filed 2026-10-20
Granite Group Advisors, LLC
DECREASED
Shares8,549 from 10,352
Change-1,803 (-17%)
Value$2.8M (-$560.1K)
Filed 2026-10-14
Global Wealth Strategies & Associates
INCREASED
Shares8,549 from 8,027
Change+522 (+7%)
Value$2.8M (+$200.9K)
Filed 2026-10-02
Affiance Financial, LLC
INCREASED
Shares8,539 from 8,532
Change+7 (+0%)
Value$2.8M (+$32.5K)
Filed 2026-10-15
Roxbury Financial LLC
INCREASED
Shares8,538 from 8,385
Change+153 (+2%)
Value$2.8M (+$80.1K)
Filed 2026-10-01
Washington Capital Management, Inc
DECREASED
Shares8,525 from 9,000
Change-475 (-5%)
Value$2.8M (-$125.6K)
Filed 2026-10-19
BG Investment Services, LLC
INCREASED
Shares8,520 from 704
Change+7,816 (+1110%)
Value$2.8M (+$2.6M)
Filed 2026-10-23
Mainstream Capital Management LLC
DECREASED
Shares8,515 from 8,738
Change-223 (-3%)
Value$2.8M (-$43.2K)
Filed 2026-10-23
Wellington Shields Capital Management, LLC
DECREASED
Shares8,500 from 72,948
Change-64,448 (-88%)
Value$2.8M (-$21.1M)
Filed 2026-11-03
Wellington Shields & Co., LLC
DECREASED
Shares8,500 from 48,314
Change-39,814 (-82%)
Value$2.8M (-$13.0M)
Filed 2026-11-03
Capital Management Associates
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$2.8M (+$29.8K)
Filed 2026-11-03
Curtis Advisory Group, LLC
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$2.8M (+$29.8K)
Filed 2026-10-28
Oakwell Private Wealth Management, LLC
INCREASED
Shares8,496 from 7,670
Change+826 (+11%)
Value$2.8M (+$300.1K)
Filed 2026-11-06
Rose Capital Advisors LLC
INCREASED
Shares8,477 from 3,234
Change+5,243 (+162%)
Value$2.8M (+$1.7M)
Filed 2026-11-04
Legacy Advisors, LLC
DECREASED
Shares8,467 from 18,800
Change-10,333 (-55%)
Value$2.8M (-$3.4M)
Filed 2026-10-19
Vista Capital Partners, Inc.
INCREASED
Shares8,430 from 7,589
Change+841 (+11%)
Value$2.8M (+$304.8K)
Filed 2026-11-06
Samalin Investment Counsel, LLC
INCREASED
Shares8,430 from 8,381
Change+49 (+1%)
Value$2.8M (+$45.5K)
Filed 2026-10-23
First Heartland Consultants, Inc.
INCREASED
Shares8,381 from 8,168
Change+213 (+3%)
Value$2.8M (+$99.3K)
Filed 2026-10-08
Cheviot Value Management, LLC
INCREASED
Shares8,365 from 8,273
Change+92 (+1%)
Value$2.8M (+$59.2K)
Filed 2026-11-09
Hartline Investment Corp/
DECREASED
Shares8,360 from 14,251
Change-5,891 (-41%)
Value$2.8M (-$1.9M)
Filed 2026-10-29
Monte Financial Group, LLC
UNCHANGED
Shares8,321 from 8,321
Change0 (0%)
Value$2.8M (-$174.4K)
Filed 2026-11-02
Grant Private Wealth Management Inc
DECREASED
Shares8,314 from 9,490
Change-1,176 (-12%)
Value$2.8M (-$356.1K)
Filed 2026-10-19
Bay Capital Advisors, LLC
DECREASED
Shares8,299 from 8,380
Change-81 (-1%)
Value$2.7M (+$2.5K)
Filed 2026-10-16
Income Insurance Ltd
DECREASED
Shares8,279 from 8,359
Change-80 (-1%)
Value$2.7M (+$2.8K)
Filed 2026-10-21
Deane Retirement Strategies, Inc.
DECREASED
Shares8,248 from 8,280
Change-32 (0%)
Value$2.7M (+$19.0K)
Filed 2026-10-09
Farrow Financial, Inc.
DECREASED
Shares8,240 from 8,252
Change-12 (0%)
Value$2.7M (+$24.9K)
Filed 2026-10-30
Stableford Capital II LLC
DECREASED
Shares8,228 from 8,265
Change-37 (0%)
Value$2.7M (+$16.7K)
Filed 2026-10-09
WMS Group LLC
DECREASED
Shares8,227 from 8,364
Change-137 (-2%)
Value$2.7M (-$16.1K)
Filed 2026-11-06
Orrstown Financial Services Inc
DECREASED
Shares8,225 from 8,327
Change-102 (-1%)
Value$2.7M (-$4.6K)
Filed 2026-10-14
Carson Advisory Inc.
DECREASED
Shares8,222 from 8,963
Change-741 (-8%)
Value$2.7M (-$213.6K)
Filed 2026-11-06
Lazari Capital Management, Inc.
DECREASED
Shares8,210 from 8,427
Change-217 (-3%)
Value$2.7M (-$42.4K)
Filed 2026-10-20
Blue Line Capital, LLC / IL
INCREASED
Shares8,201 from 7,706
Change+495 (+6%)
Value$2.7M (+$190.8K)
Filed 2026-11-04
Physicians Financial Services, Inc.
DECREASED
Shares8,182 from 8,232
Change-50 (-1%)
Value$2.7M (+$12.0K)
Filed 2026-11-04
Trilogy Capital Inc.
INCREASED
Shares8,180 from 7,052
Change+1,128 (+16%)
Value$2.7M (+$397.6K)
Filed 2026-10-20
QTR Family Wealth, LLC
DECREASED
Shares8,177 from 8,244
Change-67 (-1%)
Value$2.7M (+$6.8K)
Filed 2026-11-02
Key Client Fiduciary Advisors, LLC
DECREASED
Shares8,167 from 8,229
Change-62 (-1%)
Value$2.7M (+$8.3K)
Filed 2026-10-19
Corrado Advisors, LLC
DECREASED
Shares8,166 from 8,281
Change-115 (-1%)
Value$2.7M (-$8.9K)
Filed 2026-10-27
Lantz Financial LLC
INCREASED
Shares8,165 from 8,068
Change+97 (+1%)
Value$2.7M (+$60.0K)
Filed 2026-10-15
Eagle Wealth Strategies LLC
INCREASED
Shares8,162 from 8,148
Change+14 (+0%)
Value$2.7M (+$33.4K)
Filed 2026-10-20
Stone Wealth Partners
INCREASED
Shares8,160 from 4,181
Change+3,979 (+95%)
Value$2.7M (+$1.3M)
Filed 2026-11-05
Golden Reserve Retirement LLC
INCREASED
Shares8,156 from 6,656
Change+1,500 (+23%)
Value$2.7M (+$519.6K)
Filed 2026-11-02
Asset Advisory Group, Inc.
UNCHANGED
Shares8,142 from 8,142
Change0 (0%)
Value$2.7M (+$28.5K)
Filed 2026-10-20
Milestone Asset Management, LLC
DECREASED
Shares8,141 from 8,308
Change-167 (-2%)
Value$2.7M (-$25.9K)
Filed 2026-10-15
American State Bank (Iowa)
INCREASED
Shares8,109 from 7,939
Change+170 (+2%)
Value$2.7M (+$84.0K)
Filed 2026-11-03
Mendel Money Management
DECREASED
Shares8,092 from 8,250
Change-158 (-2%)
Value$2.7M (-$23.4K)
Filed 2026-11-02
Fjell Capital, LLC
INCREASED
Shares8,090 from 7,209
Change+881 (+12%)
Value$2.7M (+$317.0K)
Filed 2026-10-13
Convergence Investment Partners, LLC
DECREASED
Shares8,084 from 8,406
Change-322 (-4%)
Value$2.7M (-$77.2K)
Filed 2026-10-28
Wealth Dimensions Group, Ltd.
INCREASED
Shares8,083 from 7,596
Change+487 (+6%)
Value$2.7M (+$187.8K)
Filed 2026-11-02
Centerpoint Advisory Group
INCREASED
Shares8,083 from 8,041
Change+42 (+1%)
Value$2.7M (+$42.0K)
Filed 2026-10-23
Asahi Life Asset Management Co., Ltd.
DECREASED
Shares8,068 from 10,954
Change-2,886 (-26%)
Value$2.7M (-$916.4K)
Filed 2026-11-06
Warm Springs Advisors Inc.
UNCHANGED
Shares8,067 from 8,067
Change0 (0%)
Value$2.7M (+$28.2K)
Filed 2026-10-28
Andrew Hill Investment Advisors, Inc.
INCREASED
Shares8,044 from 5,406
Change+2,638 (+49%)
Value$2.7M (+$891.3K)
Filed 2026-10-22
Waterfront Wealth Inc.
DECREASED
Shares8,044 from 8,082
Change-38 (0%)
Value$2.7M (-$22.4K)
Filed 2026-11-03
Syntegra Private Wealth Group, LLC
INCREASED
Shares8,037 from 7,772
Change+265 (+3%)
Value$2.7M (+$114.6K)
Filed 2026-10-13
Midway Capital Research & Management
DECREASED
Shares8,037 from 8,122
Change-85 (-1%)
Value$2.7M (+$307)
Filed 2026-10-20
Delta Investment Management, LLC
INCREASED
Shares8,035 from 6,049
Change+1,986 (+33%)
Value$2.7M (+$678.4K)
Filed 2026-11-09
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares8,030 from 8,035
Change-5 (0%)
Value$2.7M (+$26.3K)
Filed 2026-10-09
Baker Tilly Wealth Management, LLC
DECREASED
Shares8,011 from 8,273
Change-262 (-3%)
Value$2.7M (-$57.9K)
Filed 2026-10-05
Serenity Investment Advisors
UNCHANGED
Shares8,008 from 8,008
Change0 (0%)
Value$2.6M (-$165.9K)
Filed 2026-10-30
Arlington Trust Co LLC
INCREASED
Shares8,003 from 3,846
Change+4,157 (+108%)
Value$2.6M (+$1.4M)
Filed 2026-10-20
May Hill Capital, LLC
INCREASED
Shares7,999 from 7,496
Change+503 (+7%)
Value$2.6M (+$192.7K)
Filed 2026-11-03
626 Financial, LLC
DECREASED
Shares7,953 from 8,117
Change-164 (-2%)
Value$2.6M (-$26.0K)
Filed 2026-11-04
Machina Capital S.A.S.
DECREASED
Shares7,948 from 13,924
Change-5,976 (-43%)
Value$2.6M (-$1.9M)
Filed 2026-11-05
Ti-Trust, Inc
INCREASED
Shares7,902 from 7,895
Change+7 (+0%)
Value$2.6M (+$29.9K)
Filed 2026-10-21
Petros Family Wealth, LLC
INCREASED
Shares7,901 from 7,566
Change+335 (+4%)
Value$2.6M (+$137.4K)
Filed 2026-10-28
Palacios Wealth Management, LLC
INCREASED
Shares7,894 from 7,754
Change+140 (+2%)
Value$2.6M (+$73.5K)
Filed 2026-11-04
Gilman Hill Asset Management, LLC
DECREASED
Shares7,891 from 8,202
Change-311 (-4%)
Value$2.6M (-$74.2K)
Filed 2026-10-13
Johnson & White Wealth Management, LLC
INCREASED
Shares7,878 from 7,866
Change+12 (+0%)
Value$2.6M (+$31.3K)
Filed 2026-11-03
Eukles Asset Management
INCREASED
Shares7,875 from 7,770
Change+105 (+1%)
Value$2.6M (+$61.8K)
Filed 2026-11-04
Verum Partners LLC
DECREASED
Shares7,869 from 8,511
Change-642 (-8%)
Value$2.6M (-$182.5K)
Filed 2026-10-21
Stevens Capital Partners
INCREASED
Shares7,868 from 7,118
Change+750 (+11%)
Value$2.6M (+$273.0K)
Filed 2026-10-29
W Advisors, LLC
INCREASED
Shares7,864 from 7,746
Change+118 (+2%)
Value$2.6M (+$66.1K)
Filed 2026-11-02
Whalen Wealth Management Inc.
DECREASED
Shares7,856 from 10,708
Change-2,852 (-27%)
Value$2.6M (-$905.9K)
Filed 2026-10-08
Independent Solutions Wealth Management, LLC
INCREASED
Shares7,833 from 5,680
Change+2,153 (+38%)
Value$2.6M (+$732.2K)
Filed 2026-10-28
Northwest Wealth Management, LLC
INCREASED
Shares7,830 from 7,818
Change+12 (+0%)
Value$2.6M (+$31.5K)
Filed 2026-10-30
Stanley-Laman Group, Ltd.
DECREASED
Shares7,828 from 7,956
Change-128 (-2%)
Value$2.6M (-$14.5K)
Filed 2026-10-20
Storen Legacy Partners, LLC
DECREASED
Shares7,827 from 8,978
Change-1,151 (-13%)
Value$2.6M (-$349.5K)
Filed 2026-11-09
Sather Financial Group Inc
INCREASED
Shares7,819 from 7,789
Change+30 (+0%)
Value$2.6M (+$37.2K)
Filed 2026-10-30
MBA Advisors LLC
DECREASED
Shares7,817 from 7,825
Change-8 (0%)
Value$2.6M (+$24.8K)
Filed 2026-10-29
Atticus Wealth Management, LLC
INCREASED
Shares7,795 from 7,354
Change+441 (+6%)
Value$2.6M (+$171.6K)
Filed 2026-10-20
First National Bank Sioux Falls
DECREASED
Shares7,790 from 7,954
Change-164 (-2%)
Value$2.6M (+$111.8K)
Filed 2026-10-13
Dala Group, LLC
INCREASED
Shares7,786 from 7,756
Change+30 (+0%)
Value$2.6M (+$37.1K)
Filed 2026-10-29
Tortuga Wealth Management, Inc
DECREASED
Shares7,776 from 7,870
Change-94 (-1%)
Value$2.6M (-$2.4K)
Filed 2026-10-27
ANB Bank
DECREASED
Shares7,761 from 8,101
Change-340 (-4%)
Value$2.6M (-$84.1K)
Filed 2026-10-09
Defined Wealth Management, LLC
INCREASED
Shares7,741 from 7,705
Change+36 (+0%)
Value$2.6M (+$38.9K)
Filed 2026-10-19
KRS Capital Management, LLC
INCREASED
Shares7,736 from 7,713
Change+23 (+0%)
Value$2.6M (+$34.6K)
Filed 2026-10-16
Fortem Financial Group, LLC
DECREASED
Shares7,722 from 8,070
Change-348 (-4%)
Value$2.6M (-$86.9K)
Filed 2026-10-20
Paulson Wealth Management Inc.
DECREASED
Shares7,721 from 7,845
Change-124 (-2%)
Value$2.6M (-$13.6K)
Filed 2026-11-02
Eley Financial Management, Inc
DECREASED
Shares7,703 from 7,726
Change-23 (0%)
Value$2.5M (+$19.4K)
Filed 2026-11-03
Total Wealth Planning & Management, Inc.
DECREASED
Shares7,682 from 7,819
Change-137 (-2%)
Value$2.5M (-$17.9K)
Filed 2026-10-23
Partners Wealth Management, LLC
INCREASED
Shares7,670 from 3,248
Change+4,422 (+136%)
Value$2.5M (+$1.5M)
Filed 2026-10-28
O'Brien Greene & Co. Inc
UNCHANGED
Shares7,668 from 7,668
Change0 (0%)
Value$2.5M (+$26.8K)
Filed 2026-11-05
Miller Financial Services LLC
DECREASED
Shares7,667 from 7,673
Change-6 (0%)
Value$2.5M (+$24.9K)
Filed 2026-10-20
BXM Wealth LLC
UNCHANGED
Shares7,659 from 7,659
Change0 (0%)
Value$2.5M (+$26.8K)
Filed 2026-11-03
O'Domhnaill Enterprises, Inc.
DECREASED
Shares7,645 from 8,635
Change-990 (-11%)
Value$2.5M (-$297.3K)
Filed 2026-10-29
Pacific Capital Partners Ltd
UNCHANGED
Shares7,622 from 7,622
Change0 (0%)
Value$2.5M (+$26.7K)
Filed 2026-10-28
Accel Wealth Management
DECREASED
Shares7,604 from 7,968
Change-364 (-5%)
Value$2.5M (-$92.7K)
Filed 2026-10-13
Tortoise Investment Management, LLC
INCREASED
Shares7,585 from 7,492
Change+93 (+1%)
Value$2.5M (+$56.9K)
Filed 2026-11-06
CPA Asset Management Group, LLC
DECREASED
Shares7,554 from 7,561
Change-7 (0%)
Value$2.5M (+$24.1K)
Filed 2026-10-26
Riverbend Wealth Management, LLC
DECREASED
Shares7,548 from 7,606
Change-58 (-1%)
Value$2.5M (+$7.5K)
Filed 2026-10-15
Intrua Financial, LLC
INCREASED
Shares7,544 from 7,463
Change+81 (+1%)
Value$2.5M (+$52.6K)
Filed 2026-10-28
Commons Capital, LLC
DECREASED
Shares7,505 from 8,098
Change-593 (-7%)
Value$2.5M (-$167.7K)
Filed 2026-11-05
Kozak & Associates, Inc.
INCREASED
Shares7,488 from 7,459
Change+29 (+0%)
Value$2.5M (+$49.0K)
Filed 2026-10-29
Thrive Wealth Management, LLC
INCREASED
Shares7,485 from 7,467
Change+18 (+0%)
Value$2.5M (+$31.8K)
Filed 2026-10-13
Granite Islands Private Wealth, LLC
INCREASED
Shares7,481 from 7,120
Change+361 (+5%)
Value$2.5M (+$145.7K)
Filed 2026-10-16
Collaborative Fund Advisors, LLC
INCREASED
Shares7,475 from 6,906
Change+569 (+8%)
Value$2.5M (+$212.4K)
Filed 2026-11-02
Sutton Place Investors LLC
INCREASED
Shares7,466 from 7,261
Change+205 (+3%)
Value$2.5M (+$93.0K)
Filed 2026-10-20
Syntax Research, Inc.
DECREASED
Shares7,430 from 7,806
Change-376 (-5%)
Value$2.5M (-$97.1K)
Filed 2026-11-04
R.H. Investment Group, LLC
INCREASED
Shares7,428 from 7,390
Change+38 (+1%)
Value$2.5M (+$38.4K)
Filed 2026-11-09
General Partner, Inc.
UNCHANGED
Shares7,422 from 7,422
Change0 (0%)
Value$2.5M (+$26.0K)
Filed 2026-10-05
Crumly & Associates Inc.
INCREASED
Shares7,399 from 6,613
Change+786 (+12%)
Value$2.4M (+$283.0K)
Filed 2026-10-07
Lodestar Private Asset Management LLC
DECREASED
Shares7,394 from 7,792
Change-398 (-5%)
Value$2.4M (-$104.2K)
Filed 2026-10-26
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares7,390 from 7,831
Change-441 (-6%)
Value$2.4M (-$118.5K)
Filed 2026-10-29
Berman McAleer LLC
INCREASED
Shares7,366 from 6,366
Change+1,000 (+16%)
Value$2.4M (+$353.1K)
Filed 2026-10-16
Heartwood Wealth Advisors LLC
INCREASED
Shares7,364 from 7,210
Change+154 (+2%)
Value$2.4M (+$76.2K)
Filed 2026-10-05
Nabity-Jensen Investment Management Inc
INCREASED
Shares7,362 from 7,210
Change+152 (+2%)
Value$2.4M (+$75.5K)
Filed 2026-10-23
5th Street Advisors, LLC
UNCHANGED
Shares7,362 from 7,362
Change0 (0%)
Value$2.4M (+$25.8K)
Filed 2026-11-04
Jmac Enterprises LLC
DECREASED
Shares7,356 from 7,956
Change-600 (-8%)
Value$2.4M (-$170.7K)
Filed 2026-10-30
Karras Company, Inc.
DECREASED
Shares7,347 from 7,518
Change-171 (-2%)
Value$2.4M (-$30.4K)
Filed 2026-10-16
Gilpin Wealth Management, LLC
INCREASED
Shares7,320 from 7,127
Change+193 (+3%)
Value$2.4M (+$88.8K)
Filed 2026-10-09
Trust Co of the South
DECREASED
Shares7,303 from 7,701
Change-398 (-5%)
Value$2.4M (-$104.7K)
Filed 2026-10-21
CWC Advisors, Llc.
INCREASED
Shares7,301 from 7,147
Change+154 (+2%)
Value$2.4M (+$76.0K)
Filed 2026-10-15
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares7,299 from 6,623
Change+676 (+10%)
Value$2.4M (+$246.8K)
Filed 2026-10-09
Howard Financial Services, Ltd.
INCREASED
Shares7,298 from 6,588
Change+710 (+11%)
Value$2.4M (+$257.7K)
Filed 2026-10-15
Elser Financial Planning, Inc
INCREASED
Shares7,282 from 7,205
Change+77 (+1%)
Value$2.4M (+$50.7K)
Filed 2026-10-16
McNaughton Wealth Management, LLC
INCREASED
Shares7,278 from 7,222
Change+56 (+1%)
Value$2.4M (+$43.8K)
Filed 2026-10-09
Altman Advisors, Inc.
DECREASED
Shares7,278 from 7,290
Change-12 (0%)
Value$2.4M (+$21.6K)
Filed 2026-11-05
TFC Financial Management, Inc.
INCREASED
Shares7,274 from 7,198
Change+76 (+1%)
Value$2.4M (+$50.3K)
Filed 2026-10-26
Cornerstone Planning Group LLC
DECREASED
Shares7,271 from 7,337
Change-66 (-1%)
Value$2.4M (-$133.6K)
Filed 2026-10-16
Traveka Wealth, LLC
INCREASED
Shares7,254 from 6,662
Change+592 (+9%)
Value$2.4M (+$219.3K)
Filed 2026-10-19
Solidarity Wealth, LLC
INCREASED
Shares7,240 from 7,104
Change+136 (+2%)
Value$2.4M (+$69.9K)
Filed 2026-10-15
Sterling Wealth Management, Inc.
UNCHANGED
Shares7,228 from 7,228
Change0 (0%)
Value$2.4M (+$25.3K)
Filed 2026-10-23
bLong Financial, LLC
UNCHANGED
Shares7,225 from 7,225
Change0 (0%)
Value$2.4M (+$25.3K)
Filed 2026-10-29
Birchbrook, Inc.
DECREASED
Shares7,194 from 8,157
Change-963 (-12%)
Value$2.4M (-$290.2K)
Filed 2026-10-14
Werba Rubin Papier Wealth Management
INCREASED
Shares7,191 from 6,999
Change+192 (+3%)
Value$2.4M (+$87.9K)
Filed 2026-11-06
Matrix Trust Co
INCREASED
Shares7,176 from 6,964
Change+212 (+3%)
Value$2.4K (+$94)
Filed 2026-10-07
SJS Investment Consulting Inc.
INCREASED
Shares7,172 from 6,304
Change+868 (+14%)
Value$2.4M (+$309.2K)
Filed 2026-10-26
Promethium Advisors,llc
DECREASED
Shares7,168 from 7,174
Change-6 (0%)
Value$2.4M (+$23.1K)
Filed 2026-10-19
Trust Co
INCREASED
Shares7,166 from 7,156
Change+10 (+0%)
Value$2.4M (+$28.4K)
Filed 2026-10-09
Penn Davis Mcfarland Inc
UNCHANGED
Shares7,150 from 7,150
Change0 (0%)
Value$2.4M (+$25.0K)
Filed 2026-10-23
Edgemoor Investment Advisors, Inc.
INCREASED
Shares7,138 from 7,132
Change+6 (+0%)
Value$2.4M (+$26.8K)
Filed 2026-11-03
PUREfi Wealth, LLC
INCREASED
Shares7,125 from 6,131
Change+994 (+16%)
Value$2.4M (+$350.4K)
Filed 2026-10-19
Wincap Financial LLC
DECREASED
Shares7,105 from 7,273
Change-168 (-2%)
Value$2.4M (-$29.8K)
Filed 2026-10-20
Forteris Wealth Management Inc.
DECREASED
Shares7,095 from 7,403
Change-308 (-4%)
Value$2.3M (-$76.0K)
Filed 2026-10-13
Hendershot Investments Inc.
DECREASED
Shares7,088 from 7,263
Change-175 (-2%)
Value$2.3M (-$32.5K)
Filed 2026-11-05
Crew Capital Management, Ltd
INCREASED
Shares7,083 from 6,381
Change+702 (+11%)
Value$2.3M (+$254.6K)
Filed 2026-10-28
Landmark Wealth Management, LLC
DECREASED
Shares7,083 from 7,086
Change-3 (0%)
Value$2.3M (+$23.9K)
Filed 2026-11-03
Plante Moran Financial Advisors, LLC
DECREASED
Shares7,080 from 7,276
Change-196 (-3%)
Value$2.3M (-$39.4K)
Filed 2026-11-04
Nicholson Wealth Management Group, LLC
INCREASED
Shares7,076 from 6,940
Change+136 (+2%)
Value$2.3M (+$69.3K)
Filed 2026-11-09
Virtue Asset Management LLC
INCREASED
Shares7,063 from 6,857
Change+206 (+3%)
Value$2.3M (+$92.2K)
Filed 2026-10-21
PFC Capital Group, Inc.
DECREASED
Shares7,060 from 7,710
Change-650 (-8%)
Value$2.3M (-$187.3K)
Filed 2026-11-06
Armor Investment Advisors, LLC
DECREASED
Shares7,043 from 7,122
Change-79 (-1%)
Value$2.3M (-$1.4K)
Filed 2026-10-27
JFS Wealth Advisors, LLC
DECREASED
Shares7,017 from 7,044
Change-27 (0%)
Value$2.3M (+$15.6K)
Filed 2026-11-03
Wagner Wealth Management, LLC
INCREASED
Shares7,010 from 5,143
Change+1,867 (+36%)
Value$2.3M (+$635.5K)
Filed 2026-10-21
SC&H Financial Advisors, Inc.
INCREASED
Shares7,007 from 6,997
Change+10 (+0%)
Value$2.3M (+$27.8K)
Filed 2026-10-14
55 North Private Wealth, LLC
INCREASED
Shares7,002 from 6,506
Change+496 (+8%)
Value$2.3M (+$187.0K)
Filed 2026-10-20
Alliance Private Wealth, LLC
DECREASED
Shares6,973 from 7,833
Change-860 (-11%)
Value$2.3M (-$257.1K)
Filed 2026-10-20
Five Oceans Advisors
DECREASED
Shares6,963 from 7,409
Change-446 (-6%)
Value$2.3M (-$121.6K)
Filed 2026-10-22
Balance Wealth Partners LLC
DECREASED
Shares6,949 from 8,145
Change-1,196 (-15%)
Value$2.3M (-$367.1K)
Filed 2026-10-27
West Bancorporation Inc
INCREASED
Shares6,946 from 6,244
Change+702 (+11%)
Value$2.3M (+$254.1K)
Filed 2026-10-29
Fairscale Capital, LLC
INCREASED
Shares6,940 from 6,876
Change+64 (+1%)
Value$2.4M (+$99.6K)
Filed 2026-11-04
Uptick Partners, LLC
DECREASED
Shares6,924 from 7,770
Change-846 (-11%)
Value$2.3M (-$252.7K)
Filed 2026-11-04
LVZ, Inc.
INCREASED
Shares6,911 from 6,727
Change+184 (+3%)
Value$2.3M (+$84.4K)
Filed 2026-10-20
B.A. Schrock Wealth Management, Inc.
NEW
Shares6,899
Change+6,899
Value$2.3M
Filed 2026-10-15
World Equity Group, Inc.
DECREASED
Shares6,895 from 8,987
Change-2,092 (-23%)
Value$2.3M (-$655.2K)
Filed 2026-10-14
BCV Asset Management Inc.
DECREASED
Shares6,873 from 6,986
Change-113 (-2%)
Value$2.3M (-$22.8K)
Filed 2026-11-06
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares6,871 from 1,558
Change+5,313 (+341%)
Value$2.3M (+$1.8M)
Filed 2026-10-28
Private Wealth Management Group, LLC
INCREASED
Shares6,867 from 2,407
Change+4,460 (+185%)
Value$2.3M (+$1.5M)
Filed 2026-10-19
Sustainable Insight Capital Management, LLC
DECREASED
Shares6,867 from 7,147
Change-280 (-4%)
Value$2.3M (-$67.6K)
Filed 2026-11-06
Almanack Investment Partners, Llc.
INCREASED
Shares6,864 from 6,721
Change+143 (+2%)
Value$2.3M (+$70.8K)
Filed 2026-11-03
Westside Investment Management, Inc.
DECREASED
Shares6,853 from 7,028
Change-175 (-2%)
Value$2.3M (-$30.2K)
Filed 2026-11-02
Investment Research Partners LLC
INCREASED
Shares6,849 from 6,822
Change+27 (+0%)
Value$2.3M (+$32.8K)
Filed 2026-10-19
HMV Wealth Advisors, LLC
INCREASED
Shares6,840 from 6,629
Change+211 (+3%)
Value$2.3M (+$93.0K)
Filed 2026-10-27
Argyle Capital Partners, LLC
DECREASED
Shares6,826 from 6,957
Change-131 (-2%)
Value$2.3M (-$19.4K)
Filed 2026-10-23
Shepherd Street Advisors LLC
UNCHANGED
Shares6,815 from 6,815
Change0 (0%)
Value$2.3M (-$94.9K)
Filed 2026-10-21
Vigilare Wealth Management
DECREASED
Shares6,811 from 6,897
Change-86 (-1%)
Value$2.3M (-$4.3K)
Filed 2026-10-29
Montis Financial, LLC
INCREASED
Shares6,809 from 6,620
Change+189 (+3%)
Value$2.3M (+$85.7K)
Filed 2026-11-04
Coquina Private Wealth LLC
INCREASED
Shares6,788 from 6,776
Change+12 (+0%)
Value$2.2M (+$27.6K)
Filed 2026-10-27
McLean Asset Management Corp
DECREASED
Shares6,786 from 6,908
Change-122 (-2%)
Value$2.3M (-$141.0K)
Filed 2026-11-06
Jefferson Bridge Capital, LLC
UNCHANGED
Shares6,785 from 6,785
Change0 (0%)
Value$2.2M (+$23.7K)
Filed 2026-11-06
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares6,776 from 7,010
Change-234 (-3%)
Value$2.2M (-$52.8K)
Filed 2026-11-03
Tlwm
DECREASED
Shares6,746 from 6,765
Change-19 (0%)
Value$2.2M (+$17.4K)
Filed 2026-10-09
Orca Investment Management, LLC
DECREASED
Shares6,732 from 6,744
Change-12 (0%)
Value$2.2M (+$19.6K)
Filed 2026-10-29
Altus Wealth Group LLC
DECREASED
Shares6,713 from 7,445
Change-732 (-10%)
Value$2.2M (-$216.3K)
Filed 2026-10-20
Symphony Financial Services, Inc.
DECREASED
Shares6,698 from 6,769
Change-71 (-1%)
Value$2.2M (+$175)
Filed 2026-11-09
GF Fund Management Co. Ltd.
NEW
Shares6,656
Change+6,656
Value$2.2M
Filed 2026-10-26
Colton Groome Financial Advisors, LLC
DECREASED
Shares6,619 from 6,856
Change-237 (-3%)
Value$2.2M (-$54.5K)
Filed 2026-10-06
Advus Financial Partners, LLC
DECREASED
Shares6,618 from 7,541
Change-923 (-12%)
Value$2.2M (-$279.1K)
Filed 2026-10-20
Meadowbrook Wealth Management, LLC
INCREASED
Shares6,618 from 6,423
Change+195 (+3%)
Value$2.2M (+$87.0K)
Filed 2026-10-08
Eagle Strategies LLC
INCREASED
Shares6,617 from 6,449
Change+168 (+3%)
Value$2.2M (+$78.5K)
Filed 2026-10-16
Pflug Koory, LLC
UNCHANGED
Shares6,617 from 6,617
Change0 (0%)
Value$2.2M (+$23.2K)
Filed 2026-10-26
Nadler Financial Group, Inc.
INCREASED
Shares6,614 from 5,659
Change+955 (+17%)
Value$2.2M (+$335.8K)
Filed 2026-10-23
Smith Thornton Advisors LLC
INCREASED
Shares6,603 from 6,600
Change+3 (+0%)
Value$2.2M (-$23.6K)
Filed 2026-10-16
Flagstone Financial Management
DECREASED
Shares6,600 from 6,694
Change-94 (-1%)
Value$2.2M (-$7.7K)
Filed 2026-11-05
Center for Wealth Management Advisory
INCREASED
Shares6,588 from 1,010
Change+5,578 (+552%)
Value$2.2M (+$1.8M)
Filed 2026-10-23
Amplius Wealth Advisors, LLC
INCREASED
Shares6,575 from 6,336
Change+239 (+4%)
Value$2.2M (+$101.2K)
Filed 2026-10-20
Swiss RE LTD
INCREASED
Shares6,573 from 3,843
Change+2,730 (+71%)
Value$2.2M (+$916.6K)
Filed 2026-11-06
Able Financial Group, LLC
INCREASED
Shares6,573 from 6,400
Change+173 (+3%)
Value$2.2M (+$79.7K)
Filed 2026-10-14
Alhambra Investment Management LLC
DECREASED
Shares6,572 from 6,611
Change-39 (-1%)
Value$2.2M (+$10.2K)
Filed 2026-10-15
Fortis Group Advisors, LLC
INCREASED
Shares6,564 from 5,183
Change+1,381 (+27%)
Value$2.2M (+$512.1K)
Filed 2026-11-06
Finward Bancorp
DECREASED
Shares6,548 from 6,563
Change-15 (0%)
Value$2.2M (+$18.0K)
Filed 2026-10-14
First Command Advisory Services, Inc.
DECREASED
Shares6,547 from 9,714
Change-3,167 (-33%)
Value$2.2M (-$1.0M)
Filed 2026-11-05
Glass Wealth Management Co LLC
INCREASED
Shares6,542 from 4,772
Change+1,770 (+37%)
Value$2.2M (+$602.4K)
Filed 2026-10-28
Fairvoy Private Wealth, LLC
INCREASED
Shares6,515 from 5,679
Change+836 (+15%)
Value$2.2M (+$296.5K)
Filed 2026-10-19
Legacy Capital Group California, Inc.
DECREASED
Shares6,504 from 6,630
Change-126 (-2%)
Value$2.2M (-$18.5K)
Filed 2026-11-09
Armstrong, Fleming & Moore, Inc
INCREASED
Shares6,492 from 6,490
Change+2 (+0%)
Value$2.1M (+$23.4K)
Filed 2026-10-28
Solstein Capital, LLC
UNCHANGED
Shares6,473 from 6,473
Change0 (0%)
Value$2.1M (+$22.7K)
Filed 2026-11-02
Rainier Family Wealth Inc
DECREASED
Shares6,451 from 6,548
Change-97 (-1%)
Value$2.1M (-$9.2K)
Filed 2026-11-02
Patriot Investment Management Group, Inc.
INCREASED
Shares6,445 from 6,397
Change+48 (+1%)
Value$2.1M (+$38.3K)
Filed 2026-10-15
Jefferies Financial Group Inc.
DECREASED
Shares6,423 from 187,957
Change-181,534 (-97%)
Value$2.1M (-$59.4M)
Filed 2026-11-05
Wellington Grp LLC
INCREASED
Shares6,409 from 4,839
Change+1,570 (+32%)
Value$2.1M (+$536.3K)
Filed 2026-11-06
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
INCREASED
Shares6,400 from 5,400
Change+1,000 (+19%)
Value$2.1M (+$349.7K)
Filed 2026-11-04
Argonautica Private Wealth Management, Inc
INCREASED
Shares6,398 from 6,345
Change+53 (+1%)
Value$2.1M (+$39.7K)
Filed 2026-11-02
International Private Wealth Advisors LLC
INCREASED
Shares6,374 from 4,750
Change+1,624 (+34%)
Value$2.1M (+$553.9K)
Filed 2026-11-05
Bingham Private Wealth, LLC
INCREASED
Shares6,370 from 6,230
Change+140 (+2%)
Value$2.1M (+$68.1K)
Filed 2026-11-05
Baron Wealth Management LLC
INCREASED
Shares6,369 from 6,315
Change+54 (+1%)
Value$2.1M (+$39.8K)
Filed 2026-10-27
Guardian Investment Management
INCREASED
Shares6,351 from 6,210
Change+141 (+2%)
Value$2.1M (+$68.4K)
Filed 2026-10-23
Sunburst Financial Group, LLC
DECREASED
Shares6,340 from 6,517
Change-177 (-3%)
Value$2.1M (-$35.9K)
Filed 2026-10-09
Wilkerson Advisory Group LLC
INCREASED
Shares6,334 from 6,279
Change+55 (+1%)
Value$2.1M (+$40.2K)
Filed 2026-10-20
D'Orazio & Associates, Inc.
INCREASED
Shares6,314 from 6,303
Change+11 (+0%)
Value$2.1M (+$25.7K)
Filed 2026-11-04
Dutch Asset Corp
INCREASED
Shares6,309 from 6,076
Change+233 (+4%)
Value$2.1M (+$98.3K)
Filed 2026-10-20
Cornerstone National Bank & Trust Co
DECREASED
Shares6,305 from 6,412
Change-107 (-2%)
Value$2.1M (-$41.4K)
Filed 2026-10-20
Powers Advisory Group, LLC
INCREASED
Shares6,293 from 6,227
Change+66 (+1%)
Value$2.1M (+$43.6K)
Filed 2026-10-14
Hickory Point Bank & Trust
DECREASED
Shares6,292 from 6,342
Change-50 (-1%)
Value$2.1M (+$5.7K)
Filed 2026-10-01
Veracity Capital LLC
INCREASED
Shares6,267 from 4,507
Change+1,760 (+39%)
Value$2.1M (+$598.1K)
Filed 2026-10-08
AGH Wealth Advisors, LLC
INCREASED
Shares6,235 from 6,219
Change+16 (+0%)
Value$2.1M (+$27.1K)
Filed 2026-10-26
Rosenberg Matthew Hamilton
DECREASED
Shares6,234 from 6,292
Change-58 (-1%)
Value$2.1M (+$2.8K)
Filed 2026-10-05
Bluedoor Private Wealth, LLC
INCREASED
Shares6,174 from 6,137
Change+37 (+1%)
Value$2.0M (+$33.7K)
Filed 2026-11-05
Guardian Asset Advisors, LLC
DECREASED
Shares6,148 from 6,156
Change-8 (0%)
Value$2.0M (+$18.2K)
Filed 2026-10-16
Financial Partners Group, Inc
INCREASED
Shares6,147 from 6,143
Change+4 (+0%)
Value$2.0M (+$22.6K)
Filed 2026-10-19
Sippican Capital Advisors
DECREASED
Shares6,130 from 6,230
Change-100 (-2%)
Value$2.0M (-$11.3K)
Filed 2026-10-23
Access Financial Services, Inc.
DECREASED
Shares6,128 from 6,330
Change-202 (-3%)
Value$2.0M (-$44.7K)
Filed 2026-11-09
Jm2 Capital Inc.
INCREASED
Shares6,124 from 6,086
Change+38 (+1%)
Value$2.0M (+$34.1K)
Filed 2026-10-14
Willow Creek Capital Management, Inc.
UNCHANGED
Shares6,122 from 6,122
Change0 (0%)
Value$2.0M ($0)
Filed 2026-10-16
St. Clair Advisors, LLC
UNCHANGED
Shares6,116 from 6,116
Change0 (0%)
Value$2.0M (+$21.4K)
Filed 2026-10-13
Proathlete Wealth Management LLC
INCREASED
Shares6,088 from 5,469
Change+619 (+11%)
Value$2.0M (+$223.8K)
Filed 2026-10-15
Vann Equity Management LLC
INCREASED
Shares6,087 from 4,956
Change+1,131 (+23%)
Value$2.0M (+$391.6K)
Filed 2026-10-08
Ejmk Ventures LLC
DECREASED
Shares6,082 from 6,119
Change-37 (-1%)
Value$2.0M (+$8.9K)
Filed 2026-10-21
Garrett Wealth Advisory Group, LLC
DECREASED
Shares6,073 from 6,116
Change-43 (-1%)
Value$2.0M (+$7.2K)
Filed 2026-10-22
DDD Partners, LLC
INCREASED
Shares6,064 from 4,318
Change+1,746 (+40%)
Value$2.0M (+$592.8K)
Filed 2026-11-02
Darden Wealth Group Inc
DECREASED
Shares6,061 from 6,181
Change-120 (-2%)
Value$2.0M (-$17.9K)
Filed 2026-11-06
Realta Investment Advisors
NEW
Shares6,051
Change+6,051
Value$2.0M
Filed 2026-10-14
Gould Asset Management LLC
DECREASED
Shares6,049 from 6,064
Change-15 (0%)
Value$2.0M (+$16.3K)
Filed 2026-11-06
Tandem Investment Partners LLC
DECREASED
Shares6,047 from 6,095
Change-48 (-1%)
Value$2.0M (+$5.5K)
Filed 2026-10-16
Cascade Investment Group, Inc.
INCREASED
Shares6,043 from 5,961
Change+82 (+1%)
Value$2.0M (+$48.0K)
Filed 2026-10-13
Trek Financial, LLC
INCREASED
Shares6,031 from 5,880
Change+151 (+3%)
Value$2.0M (+$70.6K)
Filed 2026-10-29
Willner & Heller, LLC
INCREASED
Shares6,023 from 5,762
Change+261 (+5%)
Value$2.0M (+$106.5K)
Filed 2026-10-28
Hurley Capital, LLC
INCREASED
Shares6,021 from 5,810
Change+211 (+4%)
Value$2.0M (+$90.4K)
Filed 2026-11-05
Alchemi Wealth, LLC
DECREASED
Shares6,019 from 6,275
Change-256 (-4%)
Value$2.0M (-$62.5K)
Filed 2026-11-04
Obsidian CIO, LLC
INCREASED
Shares6,015 from 5,472
Change+543 (+10%)
Value$2.0M (+$198.7K)
Filed 2026-11-05
Capital Square, LLC
DECREASED
Shares6,009 from 6,020
Change-11 (0%)
Value$2.0M (-$37.5K)
Filed 2026-10-19
Integrity Advisory Solutions, LLC
INCREASED
Shares5,988 from 4,069
Change+1,919 (+47%)
Value$2.0M (+$649.0K)
Filed 2026-10-29
Ridgecrest Wealth Partners, LLC
DECREASED
Shares5,987 from 6,016
Change-29 (0%)
Value$2.0M (+$11.5K)
Filed 2026-10-19
Moller Wealth Partners
UNCHANGED
Shares5,978 from 5,978
Change0 (0%)
Value$2.0M (+$21.1K)
Filed 2026-10-15
Crusonia Wealth Advisors LLC
INCREASED
Shares5,974 from 5,674
Change+300 (+5%)
Value$2.0M (+$119.1K)
Filed 2026-10-26
Nfsg Corp
DECREASED
Shares5,956 from 7,919
Change-1,963 (-25%)
Value$2.0M (-$621.5K)
Filed 2026-10-15
Abacus Wealth Partners, LLC
INCREASED
Shares5,953 from 5,356
Change+597 (+11%)
Value$2.0M (+$216.3K)
Filed 2026-11-03
Alpha Family Trust
UNCHANGED
Shares5,950 from 5,950
Change0 (0%)
Value$1.9M ($0)
Filed 2026-11-04
111 Capital
DECREASED
Shares5,949 from 8,402
Change-2,453 (-29%)
Value$2.0M (-$782.1K)
Filed 2026-11-03
Aviso Wealth Management
DECREASED
Shares5,932 from 6,364
Change-432 (-7%)
Value$2.0M (-$120.6K)
Filed 2026-11-04
Canandaigua National Trust Co of Florida
NEW
Shares5,928
Change+5,928
Value$2.0M
Filed 2026-10-07
New England Research & Management, Inc.
DECREASED
Shares5,926 from 6,251
Change-325 (-5%)
Value$2.0M (-$85.6K)
Filed 2026-10-16
Sentry LLC
DECREASED
Shares5,922 from 6,101
Change-179 (-3%)
Value$2.0M (-$37.9K)
Filed 2026-10-30
Nicholas Wealth, Llc.
INCREASED
Shares5,919 from 5,355
Change+564 (+11%)
Value$2.0M (+$205.5K)
Filed 2026-10-26
Investment Partners Asset Management, Inc.
UNCHANGED
Shares5,911 from 5,911
Change0 (0%)
Value$2.0M (+$20.7K)
Filed 2026-10-09
Seamount Financial Group Inc
DECREASED
Shares5,908 from 5,938
Change-30 (-1%)
Value$2.0M (+$10.9K)
Filed 2026-10-21
Diligent Investors, LLC
DECREASED
Shares5,899 from 6,037
Change-138 (-2%)
Value$2.0M (-$24.3K)
Filed 2026-10-21
Legacy Capital Wealth Partners, LLC
DECREASED
Shares5,887 from 6,160
Change-273 (-4%)
Value$1.9M (-$68.8K)
Filed 2026-10-21
Oak Barrel Wealth Advisory LLC
INCREASED
Shares5,883 from 5,865
Change+18 (+0%)
Value$1.9M (+$26.2K)
Filed 2026-11-05
Blue Jean Financial LLC
INCREASED
Shares5,873 from 5,815
Change+58 (+1%)
Value$1.9M (+$39.5K)
Filed 2026-10-20
Richardson Financial Services Inc.
DECREASED
Shares5,859 from 5,983
Change-124 (-2%)
Value$1.9M (-$20.1K)
Filed 2026-10-30
Evansbrook LLC
INCREASED
Shares5,845 from 5,652
Change+193 (+3%)
Value$1.9M (+$83.5K)
Filed 2026-10-16
Tilia Fiduciary Partners, Inc.
DECREASED
Shares5,837 from 5,901
Change-64 (-1%)
Value$1.9M (-$622)
Filed 2026-10-09
Stonekeep Investments, LLC
INCREASED
Shares5,836 from 5,832
Change+4 (+0%)
Value$1.9M (+$1.9M)
Filed 2026-10-15
Shakespeare Wealth Management, LLC
INCREASED
Shares5,828 from 5,821
Change+7 (+0%)
Value$1.9M (+$22.7K)
Filed 2026-10-28
Colonial River Investments, LLC
DECREASED
Shares5,821 from 6,187
Change-366 (-6%)
Value$1.9M (-$99.4K)
Filed 2026-10-19
Tennessee Valley Asset Management Partners
DECREASED
Shares5,798 from 5,847
Change-49 (-1%)
Value$1.9M (+$4.0K)
Filed 2026-11-03
Corda Investment Management, Llc.
INCREASED
Shares5,785 from 5,278
Change+507 (+10%)
Value$1.9M (+$186.2K)
Filed 2026-10-22
Diversified Management Inc
INCREASED
Shares5,768 from 5,432
Change+336 (+6%)
Value$1.9M (+$129.9K)
Filed 2026-10-08
Gerber, LLC
INCREASED
Shares5,759 from 5,730
Change+29 (+1%)
Value$1.9M (+$29.4K)
Filed 2026-10-21
Legacy Financial Strategies, LLC
INCREASED
Shares5,746 from 5,533
Change+213 (+4%)
Value$1.9M (+$89.8K)
Filed 2026-10-15
Cassia Capital Partners, LLC
DECREASED
Shares5,746 from 5,836
Change-90 (-2%)
Value$1.9M (-$9.3K)
Filed 2026-11-04
Baring Financial LLC
INCREASED
Shares5,745 from 5,494
Change+251 (+5%)
Value$1.9M (+$102.4K)
Filed 2026-10-07
Kingdom Financial Group Llc.
DECREASED
Shares5,723 from 6,234
Change-511 (-8%)
Value$1.9M (-$147.2K)
Filed 2026-11-04
DB&C Advisors, LLC
INCREASED
Shares5,719 from 5,702
Change+17 (+0%)
Value$1.9M (+$25.3K)
Filed 2026-10-26
Financial Council, LLC
INCREASED
Shares5,709 from 5,509
Change+200 (+4%)
Value$1.9M (+$85.4K)
Filed 2026-11-02
Olistico Wealth, LLC
DECREASED
Shares5,709 from 5,795
Change-86 (-1%)
Value$1.9M (-$8.2K)
Filed 2026-10-05
Brucke Financial, Inc.
INCREASED
Shares5,698 from 5,357
Change+341 (+6%)
Value$1.9M (+$131.6K)
Filed 2026-10-23
Capital Investment Counsel, Inc
INCREASED
Shares5,680 from 5,675
Change+5 (+0%)
Value$1.9M (+$21.5K)
Filed 2026-10-20
RMR Capital Management, LLC
UNCHANGED
Shares5,677 from 5,677
Change0 (0%)
Value$1.9M (+$19.9K)
Filed 2026-10-23
CPC Advisors, LLC
INCREASED
Shares5,672 from 5,048
Change+624 (+12%)
Value$1.9M (+$224.2K)
Filed 2026-10-21
Deseret Mutual Benefit Administrators
DECREASED
Shares5,650 from 5,925
Change-275 (-5%)
Value$1.9M (-$70.2K)
Filed 2026-11-04
One Plus One Wealth Management, LLC
UNCHANGED
Shares5,623 from 5,623
Change0 (0%)
Value$1.9M (+$19.7K)
Filed 2026-10-16
Spectrum Strategic Capital Management, LLC
DECREASED
Shares5,616 from 6,016
Change-400 (-7%)
Value$1.9M (-$111.4K)
Filed 2026-10-22
Peoples Bank
DECREASED
Shares5,612 from 5,740
Change-128 (-2%)
Value$1.9M (-$22.3K)
Filed 2026-10-09
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares5,596 from 5,596
Change0 (0%)
Value$1.9M (+$19.6K)
Filed 2026-10-30
Founders Grove Wealth Partners, LLC
INCREASED
Shares5,594 from 5,395
Change+199 (+4%)
Value$1.9M (+$84.7K)
Filed 2026-10-16
Crown Wealth Group, LLC
INCREASED
Shares5,589 from 5,581
Change+8 (+0%)
Value$1.8M (+$22.1K)
Filed 2026-10-19
Creative Financial Designs Inc
INCREASED
Shares5,584 from 5,461
Change+123 (+2%)
Value$1.8M (+$59.8K)
Filed 2026-11-04
Yoffe Investment Management, LLC
INCREASED
Shares5,578 from 5,574
Change+4 (+0%)
Value$1.8M (+$20.9K)
Filed 2026-11-02
StoneRidge PMG Advisors, LLC
NEW
Shares5,575
Change+5,575
Value$1.8M
Filed 2026-11-04
Wilkins Miller Wealth Management, LLC
DECREASED
Shares5,574 from 5,620
Change-46 (-1%)
Value$1.8M (+$4.4K)
Filed 2026-10-13
Lighthouse Financial LLC
INCREASED
Shares5,571 from 1,603
Change+3,968 (+248%)
Value$1.8M (+$1.3M)
Filed 2026-10-23
Essential Investment Partners LLC
INCREASED
Shares5,558 from 4,973
Change+585 (+12%)
Value$1.8M (+$211.0K)
Filed 2026-10-27
Market Street Wealth Management Advisors LLC
INCREASED
Shares5,518 from 5,239
Change+279 (+5%)
Value$1.8M (+$110.8K)
Filed 2026-10-09
Garde Capital, Inc.
DECREASED
Shares5,506 from 6,432
Change-926 (-14%)
Value$1.8M (-$283.7K)
Filed 2026-10-29
Kennedy Investment Group, Inc.
INCREASED
Shares5,503 from 5,493
Change+10 (+0%)
Value$1.8M (+$22.5K)
Filed 2026-10-21
Lynx Investment Advisory
INCREASED
Shares5,498 from 5,005
Change+493 (+10%)
Value$1.8M (+$180.6K)
Filed 2026-10-27
Arwa LLC
INCREASED
Shares5,495 from 5,415
Change+80 (+1%)
Value$1.8M (-$36.8K)
Filed 2026-10-21
Silvia Mccoll Wealth Management, LLC
DECREASED
Shares5,478 from 5,533
Change-55 (-1%)
Value$1.8M (+$1.2K)
Filed 2026-10-07
Parkway Wealth Management Group, LLC
DECREASED
Shares5,472 from 5,521
Change-49 (-1%)
Value$1.8M (+$3.1K)
Filed 2026-10-20
Avaii Wealth Management, LLC
INCREASED
Shares5,469 from 5,419
Change+50 (+1%)
Value$1.8M (+$44.1K)
Filed 2026-10-09
Aspen Wealth Management LLC
INCREASED
Shares5,429 from 4,936
Change+493 (+10%)
Value$1.8M (+$180.4K)
Filed 2026-10-14
Rational Advisors, Inc.
INCREASED
Shares5,424 from 5,172
Change+252 (+5%)
Value$1.8M (+$101.5K)
Filed 2026-11-02
Sendero Wealth Management, LLC
DECREASED
Shares5,423 from 5,790
Change-367 (-6%)
Value$1.8M (-$101.2K)
Filed 2026-10-14
OFS Enterprise LLC
INCREASED
Shares5,423 from 5,414
Change+9 (+0%)
Value$1.8M (+$21.9K)
Filed 2026-10-16
Bernardo Wealth Planning LLC
INCREASED
Shares5,388 from 2,640
Change+2,748 (+104%)
Value$1.8M (+$918.5K)
Filed 2026-10-23
Horizon Wealth Management, LLC
INCREASED
Shares5,381 from 5,376
Change+5 (+0%)
Value$1.8M (+$20.2K)
Filed 2026-11-02
Grant Street Asset Management, Inc.
DECREASED
Shares5,377 from 5,396
Change-19 (0%)
Value$1.8M (+$12.6K)
Filed 2026-10-26
Unified Investment Management
UNCHANGED
Shares5,376 from 5,376
Change0 (0%)
Value$1.8M (+$18.9K)
Filed 2026-10-14
Fidelity D & D Bancorp Inc
DECREASED
Shares5,365 from 5,434
Change-69 (-1%)
Value$1.8M (-$3.8K)
Filed 2026-11-05
Emerald Advisors, LLC
INCREASED
Shares5,349 from 4,678
Change+671 (+14%)
Value$1.8M (+$238.3K)
Filed 2026-10-13
New Covenant Trust Company, N.A.
DECREASED
Shares5,349 from 5,620
Change-271 (-5%)
Value$1.8M (-$70.0K)
Filed 2026-10-08
Peregrine Asset Advisers, Inc.
INCREASED
Shares5,343 from 4,972
Change+371 (+7%)
Value$1.8M (+$140.1K)
Filed 2026-11-09
Seven Mile Advisory
DECREASED
Shares5,340 from 5,420
Change-80 (-1%)
Value$1.8M (-$7.3K)
Filed 2026-10-22
Spinnaker Investment Group, LLC
DECREASED
Shares5,327 from 5,389
Change-62 (-1%)
Value$1.8M (-$1.7K)
Filed 2026-10-13
Diversified Portfolios, Inc.
INCREASED
Shares5,326 from 5,137
Change+189 (+4%)
Value$1.8M (+$80.5K)
Filed 2026-11-04
Syverson Strege & Co
DECREASED
Shares5,326 from 5,331
Change-5 (0%)
Value$1.8M (+$17.0K)
Filed 2026-11-02
Symmetry Partners, LLC
INCREASED
Shares5,316 from 4,650
Change+666 (+14%)
Value$1.8M (+$236.6K)
Filed 2026-10-27
Mlp3, LLC
INCREASED
Shares5,315 from 4,964
Change+351 (+7%)
Value$1.8M (+$133.4K)
Filed 2026-10-22
Elevatus Welath Management
INCREASED
Shares5,306 from 5,101
Change+205 (+4%)
Value$1.8M (+$86.0K)
Filed 2026-10-19
Discipline Wealth Solutions, LLC
DECREASED
Shares5,297 from 5,304
Change-7 (0%)
Value$1.8M (+$16.2K)
Filed 2026-10-14
Councilmark Asset Management, LLC
UNCHANGED
Shares5,293 from 5,293
Change0 (0%)
Value$1.8M (+$18.5K)
Filed 2026-10-20
First Bancorp, Inc
DECREASED
Shares5,291 from 5,514
Change-223 (-4%)
Value$1.8M (-$54.5K)
Filed 2026-10-26
Voisard Asset Management Group, Inc.
INCREASED
Shares5,284 from 5,092
Change+192 (+4%)
Value$1.7M (+$81.3K)
Filed 2026-10-13
Walkner Condon Financial Advisors LLC
INCREASED
Shares5,283 from 4,587
Change+696 (+15%)
Value$1.7M (+$246.4K)
Filed 2026-11-02
MinichMacGregor Wealth Management, LLC
DECREASED
Shares5,271 from 5,385
Change-114 (-2%)
Value$1.7M (-$18.8K)
Filed 2026-10-14
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED
Shares5,270 from 5,270
Change0 (0%)
Value$1.7M (+$18.4K)
Filed 2026-11-06
EdgeRock Capital LLC
INCREASED
Shares5,267 from 4,905
Change+362 (+7%)
Value$1.7M (+$137.1K)
Filed 2026-11-03
BayBridge Capital Group, LLC
DECREASED
Shares5,260 from 6,179
Change-919 (-15%)
Value$1.7M (-$282.5K)
Filed 2026-10-13
Mosley Wealth Management
DECREASED
Shares5,258 from 5,349
Change-91 (-2%)
Value$1.8M (+$13.3K)
Filed 2026-10-16
Whelan Financial
INCREASED
Shares5,246 from 4,729
Change+517 (+11%)
Value$1.7M (+$187.6K)
Filed 2026-10-28
BridgePort Financial Solutions, LLC
INCREASED
Shares5,245 from 4,116
Change+1,129 (+27%)
Value$1.7M (+$387.8K)
Filed 2026-11-02
Fell Capital Management
DECREASED
Shares5,245 from 5,420
Change-175 (-3%)
Value$1.7M (-$38.9K)
Filed 2026-10-09
Sage Investment Counsel LLC
DECREASED
Shares5,242 from 5,342
Change-100 (-2%)
Value$1.7M (-$14.4K)
Filed 2026-10-26
Center For Asset Management LLC
INCREASED
Shares5,241 from 3,868
Change+1,373 (+36%)
Value$1.7M (+$467.6K)
Filed 2026-10-16
Barings LLC
DECREASED
Shares5,236 from 5,276
Change-40 (-1%)
Value$1.7M (+$5.2K)
Filed 2026-10-22
Oakmont Investment Advisors, Inc.
INCREASED
Shares5,230 from 5,169
Change+61 (+1%)
Value$1.7M (+$38.4K)
Filed 2026-10-21
Jacobsen Capital Management
DECREASED
Shares5,223 from 5,373
Change-150 (-3%)
Value$1.7M (-$31.0K)
Filed 2026-10-27
Hurlow Wealth Management Group, Inc.
UNCHANGED
Shares5,223 from 5,223
Change0 (0%)
Value$1.7M (+$18.3K)
Filed 2026-10-29
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares5,215 from 4,915
Change+300 (+6%)
Value$1.7M (+$116.3K)
Filed 2026-11-04
Cadent Capital Advisors, LLC
INCREASED
Shares5,215 from 5,208
Change+7 (+0%)
Value$1.7M (+$20.5K)
Filed 2026-10-09
Legal Advantage Investments, Inc.
UNCHANGED
Shares5,212 from 5,212
Change0 (0%)
Value$1.7M (+$18.2K)
Filed 2026-10-13
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares5,209 from 5,209
Change0 (0%)
Value$1.7M (+$18.3K)
Filed 2026-10-26
Alpha Zero LLC
INCREASED
Shares5,195 from 4,187
Change+1,008 (+24%)
Value$1.7M (+$282.0K)
Filed 2026-11-06
Sun Group Wealth Partners
INCREASED
Shares5,179 from 4,998
Change+181 (+4%)
Value$1.7M (+$77.4K)
Filed 2026-10-26
Bria Capital Group, LLC
INCREASED
Shares5,169 from 4,404
Change+765 (+17%)
Value$1.7M (+$268.5K)
Filed 2026-10-22
StoryOne LLC
INCREASED
Shares5,168 from 2,555
Change+2,613 (+102%)
Value$1.7M (+$873.4K)
Filed 2026-10-13
Manske Wealth Management
INCREASED
Shares5,167 from 5,130
Change+37 (+1%)
Value$1.7M (+$30.2K)
Filed 2026-10-26
Weinberger Asset Management, Inc
INCREASED
Shares5,158 from 5,121
Change+37 (+1%)
Value$1.7M (-$95.1K)
Filed 2026-10-28
Oak Grove Capital LLC
DECREASED
Shares5,148 from 5,719
Change-571 (-10%)
Value$1.7M (-$168.9K)
Filed 2026-10-09
Westhampton Capital, LLC
DECREASED
Shares5,144 from 5,378
Change-234 (-4%)
Value$1.7M (-$58.6K)
Filed 2026-10-30
Highland Financial Advisors, LLC
INCREASED
Shares5,143 from 4,883
Change+260 (+5%)
Value$1.7M (+$103.1K)
Filed 2026-10-19
Unique Wealth Strategies, LLC
UNCHANGED
Shares5,143 from 5,143
Change0 (0%)
Value$1.7M ($0)
Filed 2026-10-13
Riversedge Advisors, LLC
INCREASED
Shares5,135 from 4,921
Change+214 (+4%)
Value$1.7M (+$88.1K)
Filed 2026-10-09
Evolution Wealth Advisors, LLC
DECREASED
Shares5,129 from 5,806
Change-677 (-12%)
Value$1.7M (-$203.7K)
Filed 2026-11-03
G2 Capital Management, LLC / OH
INCREASED
Shares5,127 from 1,558
Change+3,569 (+229%)
Value$1.7M (+$1.2M)
Filed 2026-10-23
Tectonic Advisors LLC
INCREASED
Shares5,115 from 4,939
Change+176 (+4%)
Value$1.7M (+$75.7K)
Filed 2026-10-22
Portus Wealth Advisors, LLC
DECREASED
Shares5,107 from 5,126
Change-19 (0%)
Value$1.7M (+$11.7K)
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares5,103 from 5,056
Change+47 (+1%)
Value$1.7M (+$33.2K)
Filed 2026-10-29
Braeburn Wealth Management LLC
INCREASED
Shares5,092 from 4,938
Change+154 (+3%)
Value$1.7M (+$68.3K)
Filed 2026-10-15
Oxler Private Wealth LLC
INCREASED
Shares5,084 from 5,064
Change+20 (+0%)
Value$1.7M (+$24.2K)
Filed 2026-10-21
Cross Staff Investments Inc
UNCHANGED
Shares5,084 from 5,084
Change0 (0%)
Value$1.7M (+$17.8K)
Filed 2026-10-22
M.E. Allison & Co., Inc.
DECREASED
Shares5,080 from 5,356
Change-276 (-5%)
Value$1.7M (-$72.7K)
Filed 2026-10-09
Brown Wealth Management, LLC
INCREASED
Shares5,038 from 5,007
Change+31 (+1%)
Value$1.7M (+$27.8K)
Filed 2026-10-20
Sulzberger Capital Advisors, Inc.
INCREASED
Shares5,029 from 4,062
Change+967 (+24%)
Value$1.7M (+$334.1K)
Filed 2026-10-20
Beaumont Asset Management, L.L.C.
INCREASED
Shares5,029 from 5,020
Change+9 (+0%)
Value$1.7M (+$20.5K)
Filed 2026-10-16
Benchmark Financial Wealth Advisors, LLC
DECREASED
Shares5,027 from 5,065
Change-38 (-1%)
Value$1.7M (+$5.3K)
Filed 2026-10-20
AWM Capital, LLC
INCREASED
Shares5,007 from 2,367
Change+2,640 (+112%)
Value$1.7M (+$881.7K)
Filed 2026-10-16
Aspire Private Capital, LLC
DECREASED
Shares5,005 from 5,066
Change-61 (-1%)
Value$1.7M (-$2.5K)
Filed 2026-11-05
Baypointe Partners LLC
DECREASED
Shares5,000 from 20,000
Change-15,000 (-75%)
Value$1.7M (-$4.9M)
Filed 2026-10-22
Decatur Capital Management, Inc.
NEW
Shares4,992
Change+4,992
Value$1.7M
Filed 2026-11-09
Decision Investments, Inc
INCREASED
Shares4,991 from 4,942
Change+49 (+1%)
Value$1.7M (+$33.5K)
Filed 2026-10-07
Financial Synergies Wealth Advisors, Inc.
INCREASED
Shares4,988 from 4,516
Change+472 (+10%)
Value$1.7M (+$171.8K)
Filed 2026-10-16
Quantum Financial Partners LLC
DECREASED
Shares4,986 from 5,194
Change-208 (-4%)
Value$1.6M (-$50.5K)
Filed 2026-10-19
Cravens & Co Advisors, LLC
INCREASED
Shares4,981 from 4,783
Change+198 (+4%)
Value$1.6M (+$82.3K)
Filed 2026-10-16
Great Point Wealth Advisors, LLC
UNCHANGED
Shares4,980 from 4,980
Change0 (0%)
Value$1.6M (+$17.4K)
Filed 2026-10-15
CJM Wealth Advisers, Ltd.
INCREASED
Shares4,968 from 4,928
Change+40 (+1%)
Value$1.6M (+$30.6K)
Filed 2026-10-27
Tributary Capital Management, LLC
UNCHANGED
Shares4,966 from 4,966
Change0 (0%)
Value$1.6M (+$17.4K)
Filed 2026-10-28
Inspirion Wealth Advisors, LLC
INCREASED
Shares4,920 from 4,914
Change+6 (+0%)
Value$1.6M (-$13.9K)
Filed 2026-10-09
Cyr Financial Inc.
INCREASED
Shares4,917 from 4,618
Change+299 (+6%)
Value$1.6M (+$115.1K)
Filed 2026-10-16
MFG Wealth Management, Inc.
INCREASED
Shares4,903 from 4,802
Change+101 (+2%)
Value$1.6M (+$50.3K)
Filed 2026-10-09
AUA Capital Management, LLC
UNCHANGED
Shares4,898 from 4,898
Change0 (0%)
Value$1.6M (+$17.1K)
Filed 2026-10-15
Silverlake Wealth Management LLC
INCREASED
Shares4,894 from 4,825
Change+69 (+1%)
Value$1.6M (+$39.5K)
Filed 2026-10-21
Davis Investment Partners, LLC
INCREASED
Shares4,880 from 4,775
Change+105 (+2%)
Value$1.6M (+$51.4K)
Filed 2026-11-05
Raleigh Capital Management Inc.
DECREASED
Shares4,869 from 5,108
Change-239 (-5%)
Value$1.6M (-$61.4K)
Filed 2026-10-28
McHugh Group, LLC
UNCHANGED
Shares4,869 from 4,869
Change0 (0%)
Value$1.6M (+$17.0K)
Filed 2026-10-19
Goldenstone Wealth Management LLC
INCREASED
Shares4,859 from 4,858
Change+1 (+0%)
Value$1.6M (+$17.3K)
Filed 2026-11-04
Insight 2811, Inc.
INCREASED
Shares4,849 from 4,679
Change+170 (+4%)
Value$1.6M (+$72.8K)
Filed 2026-11-06
Latitude Advisors, LLC
DECREASED
Shares4,842 from 4,850
Change-8 (0%)
Value$1.6M (+$14.3K)
Filed 2026-10-27
Matauro, LLC
INCREASED
Shares4,841 from 4,784
Change+57 (+1%)
Value$1.6M (+$35.6K)
Filed 2026-11-03
Heritage Investment Group, Inc.
DECREASED
Shares4,840 from 4,852
Change-12 (0%)
Value$1.6M (+$13.0K)
Filed 2026-11-03
Matisse Capital
INCREASED
Shares4,840 from 4,839
Change+1 (+0%)
Value$1.6M (+$17.4K)
Filed 2026-10-29
Lewis Asset Management, LLC
INCREASED
Shares4,819 from 3,996
Change+823 (+21%)
Value$1.6M (+$286.3K)
Filed 2026-10-14
Shelton Wealth Management, LLC
INCREASED
Shares4,818 from 4,720
Change+98 (+2%)
Value$1.6M (+$49.0K)
Filed 2026-10-16
One Day In July LLC
DECREASED
Shares4,817 from 4,996
Change-179 (-4%)
Value$1.6M (-$41.8K)
Filed 2026-10-30
Firethorn Wealth Partners, LLC
INCREASED
Shares4,813 from 4,716
Change+97 (+2%)
Value$1.6M (+$48.4K)
Filed 2026-10-14
Salomon & Ludwin, LLC
DECREASED
Shares4,795 from 5,155
Change-360 (-7%)
Value$1.6M (-$135.8K)
Filed 2026-10-29
Reflection Asset Management
DECREASED
Shares4,793 from 4,801
Change-8 (0%)
Value$1.6M (+$14.2K)
Filed 2026-10-28
MBE Wealth Management, LLC
INCREASED
Shares4,779 from 4,768
Change+11 (+0%)
Value$1.6M (+$20.4K)
Filed 2026-10-26
Aurora Private Wealth, Inc.
INCREASED
Shares4,775 from 4,738
Change+37 (+1%)
Value$1.6K (-$1.5M)
Filed 2026-10-20
Lionsbridge Wealth Management LLC
DECREASED
Shares4,773 from 5,088
Change-315 (-6%)
Value$1.6M (-$86.4K)
Filed 2026-10-26
GGM Financial LLC
INCREASED
Shares4,767 from 4,299
Change+468 (+11%)
Value$1.6M (+$169.9K)
Filed 2026-11-05
Global Trust Wealth Management LLC
DECREASED
Shares4,755 from 4,813
Change-58 (-1%)
Value$1.6M (-$2.3K)
Filed 2026-10-14
Centurion Wealth Management LLC
DECREASED
Shares4,753 from 4,808
Change-55 (-1%)
Value$1.6M (-$1.5K)
Filed 2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares4,739 from 4,533
Change+206 (+5%)
Value$1.6M (+$83.9K)
Filed 2026-10-28
Lakeshore Capital Group, Inc.
INCREASED
Shares4,736 from 4,548
Change+188 (+4%)
Value$1.6M (+$77.9K)
Filed 2026-10-20
Warren Street Wealth Advisors, LLC
INCREASED
Shares4,730 from 3,114
Change+1,616 (+52%)
Value$1.6M (+$545.5K)
Filed 2026-11-04
August Group Capital Ltd
INCREASED
Shares4,729 from 4,715
Change+14 (+0%)
Value$1.6M (+$21.1K)
Filed 2026-10-14
Armbruster Capital Management, Inc.
DECREASED
Shares4,717 from 4,820
Change-103 (-2%)
Value$1.6M (-$17.2K)
Filed 2026-10-19
AJ Advisors, LLC
DECREASED
Shares4,716 from 4,784
Change-68 (-1%)
Value$1.6M (-$5.6K)
Filed 2026-10-29
Schorn Wealth LLC
DECREASED
Shares4,715 from 4,733
Change-18 (0%)
Value$1.6M (+$10.7K)
Filed 2026-10-14
Accuvest Global Advisors
INCREASED
Shares4,706 from 3,684
Change+1,022 (+28%)
Value$1.6M (+$351.0K)
Filed 2026-11-04
Wescott Financial Advisory Group, LLC
INCREASED
Shares4,703 from 3,832
Change+871 (+23%)
Value$1.6M (+$301.7K)
Filed 2026-11-09
Clearwater Capital Advisors, LLC
DECREASED
Shares4,698 from 4,937
Change-239 (-5%)
Value$1.6M (-$61.8K)
Filed 2026-11-06
Centerpoint Advisors, LLC
INCREASED
Shares4,698 from 4,594
Change+104 (+2%)
Value$1.6M (+$50.0K)
Filed 2026-11-05
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares4,692 from 2,978
Change+1,714 (+58%)
Value$1.6M (+$577.0K)
Filed 2026-11-05
PFW Advisors LLC
INCREASED
Shares4,689 from 4,664
Change+25 (+1%)
Value$1.6M (+$24.7K)
Filed 2026-10-07
Basso Capital Management, L.P.
INCREASED
Shares4,684 from 4,653
Change+31 (+1%)
Value$1.5M (+$26.7K)
Filed 2026-10-30
S.A. Mason LLC
INCREASED
Shares4,683 from 4,668
Change+15 (+0%)
Value$1.5M (+$21.3K)
Filed 2026-10-13
Grove Street Fiduciary, LLC
UNCHANGED
Shares4,673 from 4,673
Change0 (0%)
Value$1.5M (+$16.4K)
Filed 2026-10-13
LeConte Wealth Management, LLC
INCREASED
Shares4,667 from 4,600
Change+67 (+1%)
Value$1.5M (+$38.3K)
Filed 2026-10-20
Cache Advisors, LLC
INCREASED
Shares4,659 from 1,916
Change+2,743 (+143%)
Value$1.5M (+$914.2K)
Filed 2026-10-16
Dorato Capital Management
DECREASED
Shares4,657 from 4,686
Change-29 (-1%)
Value$1.5M (-$41.8K)
Filed 2026-10-08
CWS Financial Advisors, LLC
INCREASED
Shares4,652 from 4,622
Change+30 (+1%)
Value$1.5M (+$26.1K)
Filed 2026-10-16
PhiloSmith Capital Corp
UNCHANGED
Shares4,650 from 4,650
Change0 (0%)
Value$1.5M (+$16.3K)
Filed 2026-10-23
Armstrong Advisory Group, Inc
DECREASED
Shares4,642 from 4,650
Change-8 (0%)
Value$1.5M (+$13.7K)
Filed 2026-10-09
Evanson Financial, LLC
UNCHANGED
Shares4,623 from 4,623
Change0 (0%)
Value$1.5M (+$16.2K)
Filed 2026-10-23
Fiera Capital Corp
UNCHANGED
Shares4,616 from 4,616
Change0 (0%)
Value$1.5M (+$16.2K)
Filed 2026-11-06
Leo Wealth, LLC
NEW
Shares4,608
Change+4,608
Value$1.5M
Filed 2026-10-26
NBZ Investment Advisors LLC
UNCHANGED
Shares4,602 from 4,602
Change0 (0%)
Value$1.5M (+$16.1K)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares4,582 from 4,072
Change+510 (+13%)
Value$1.5M (+$182.9K)
Filed 2026-10-29
Paladin Wealth, LLC
DECREASED
Shares4,567 from 4,641
Change-74 (-2%)
Value$1.5M (-$8.3K)
Filed 2026-10-23
Gibraltar Capital Management, Inc.
INCREASED
Shares4,566 from 4,046
Change+520 (+13%)
Value$1.5M (+$186.2K)
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares4,563 from 4,162
Change+401 (+10%)
Value$1.5M (+$147.4K)
Filed 2026-10-14
First Community Trust NA
INCREASED
Shares4,561 from 3,816
Change+745 (+20%)
Value$1.5M (+$259.8K)
Filed 2026-10-07
Cambridge Advisors Inc.
DECREASED
Shares4,556 from 4,641
Change-85 (-2%)
Value$1.5M (-$11.9K)
Filed 2026-10-19
Wealth Group, Ltd.
DECREASED
Shares4,550 from 8,232
Change-3,682 (-45%)
Value$1.5K (-$2.7M)
Filed 2026-10-30
Hall Laurie J Trustee
DECREASED
Shares4,546 from 4,911
Change-365 (-7%)
Value$1.5M (-$103.6K)
Filed 2026-10-06
Fortitude Family Office, LLC
INCREASED
Shares4,540 from 3,600
Change+940 (+26%)
Value$1.5M (+$323.6K)
Filed 2026-10-14
Myriad Asset Management US LP
UNCHANGED
Shares4,540 from 4,540
Change0 (0%)
Value$1.5M (+$16.0K)
Filed 2026-11-03
Providence First Trust Co
DECREASED
Shares4,531 from 4,659
Change-128 (-3%)
Value$1.5M (-$26.0K)
Filed 2026-11-02
Goldstein Advisors, LLC
DECREASED
Shares4,516 from 4,518
Change-2 (0%)
Value$1.5M (+$15.2K)
Filed 2026-10-15
Tanager Wealth Management LLP
INCREASED
Shares4,502 from 3,885
Change+617 (+16%)
Value$1.5M (+$217.7K)
Filed 2026-10-19
Unify Financial Advisors
DECREASED
Shares4,495 from 4,643
Change-148 (-3%)
Value$1.5M (-$32.6K)
Filed 2026-11-03
BCM Advisors, LLC
DECREASED
Shares4,492 from 4,779
Change-287 (-6%)
Value$1.5M (-$173.9K)
Filed 2026-11-03
Flagship Wealth Advisors, LLC
INCREASED
Shares4,485 from 4,420
Change+65 (+1%)
Value$1.5M (+$37.0K)
Filed 2026-11-03
Murphy & Mullick Capital Management Corp
INCREASED
Shares4,482 from 4,346
Change+136 (+3%)
Value$1.5M (+$53.5K)
Filed 2026-11-02
Green Ridge Wealth Planning LLC
DECREASED
Shares4,462 from 4,749
Change-287 (-6%)
Value$1.5M (-$78.3K)
Filed 2026-10-08
Silver Grove Financial Group, Inc.
INCREASED
Shares4,461 from 4,014
Change+447 (+11%)
Value$1.5M (+$162.0K)
Filed 2026-11-05
Reynders McVeigh Capital Management, LLC
INCREASED
Shares4,450 from 4,263
Change+187 (+4%)
Value$1.5M (+$77.2K)
Filed 2026-10-30
Themes Management Co LLC
INCREASED
Shares4,446 from 3,291
Change+1,155 (+35%)
Value$1.5M (+$393.6K)
Filed 2026-10-29
TPG Advisors LLC
INCREASED
Shares4,445 from 4,443
Change+2 (+0%)
Value$1.5M (+$16.4K)
Filed 2026-10-16
Retirement Planning Co of New England, Inc.
DECREASED
Shares4,437 from 4,493
Change-56 (-1%)
Value$1.5M (-$2.8K)
Filed 2026-10-15
Spartan Planning & Wealth Management
INCREASED
Shares4,425 from 4,201
Change+224 (+5%)
Value$1.5M (+$89.0K)
Filed 2026-10-13
Hara Capital LLC
UNCHANGED
Shares4,421 from 4,421
Change0 (0%)
Value$1.5M (+$15.5K)
Filed 2026-10-30
Legacies Wealth LLC
UNCHANGED
Shares4,413 from 4,413
Change0 (0%)
Value$1.5M (+$15.4K)
Filed 2026-11-02
Grey Fox Wealth Advisors, LLC
INCREASED
Shares4,411 from 3,845
Change+566 (+15%)
Value$1.5M (+$200.5K)
Filed 2026-11-03
Andrews Advisory Associates, LLC
DECREASED
Shares4,401 from 4,619
Change-218 (-5%)
Value$1.5M (-$55.8K)
Filed 2026-10-15
Uniting Wealth Partners, LLC
DECREASED
Shares4,385 from 5,047
Change-662 (-13%)
Value$1.5M (-$201.3K)
Filed 2026-11-06
Hutchinson Capital Management
DECREASED
Shares4,384 from 4,630
Change-246 (-5%)
Value$1.5M (-$65.2K)
Filed 2026-11-09
Global Assets Advisory, LLC
INCREASED
Shares4,384 from 4,290
Change+94 (+2%)
Value$1.5M (+$25.3K)
Filed 2026-10-28
Axiom Investment Management LLC
INCREASED
Shares4,380 from 4,248
Change+132 (+3%)
Value$1.4M (+$58.5K)
Filed 2026-11-03
California First Leasing Corp
UNCHANGED
Shares4,380 from 4,380
Change0 (0%)
Value$1.4M (+$15.3K)
Filed 2026-11-09
Womack Financial LLC
DECREASED
Shares4,362 from 4,496
Change-134 (-3%)
Value$1.4M (-$28.6K)
Filed 2026-10-14
Capital Squared Financial LLC
INCREASED
Shares4,353 from 4,180
Change+173 (+4%)
Value$1.4M (+$71.7K)
Filed 2026-10-30
Cpwa, LLC
INCREASED
Shares4,351 from 4,295
Change+56 (+1%)
Value$1.5M (+$48.8K)
Filed 2026-11-04
Enclave Advisors LLC
DECREASED
Shares4,340 from 4,562
Change-222 (-5%)
Value$1.4M (-$57.5K)
Filed 2026-10-14
Mainsail Financial Group, LLC
DECREASED
Shares4,339 from 4,501
Change-162 (-4%)
Value$1.4M (-$37.8K)
Filed 2026-10-23
Arsenal Capital Advisors LLC
INCREASED
Shares4,334 from 4,121
Change+213 (+5%)
Value$1.4M (+$84.8K)
Filed 2026-11-02
Luts & Greenleigh Group, Inc.
DECREASED
Shares4,334 from 4,373
Change-39 (-1%)
Value$1.4M (+$2.4K)
Filed 2026-11-05
Thomas Story & SON LLC
INCREASED
Shares4,332 from 4,290
Change+42 (+1%)
Value$1.4M (+$28.9K)
Filed 2026-10-13
Merrion Investment Management Co, LLC
INCREASED
Shares4,327 from 3,872
Change+455 (+12%)
Value$1.4M (+$164.1K)
Filed 2026-10-16
Sage Private Wealth Group, LLC
DECREASED
Shares4,324 from 4,579
Change-255 (-6%)
Value$1.4M (-$68.1K)
Filed 2026-10-21
TrustBank
DECREASED
Shares4,321 from 4,446
Change-125 (-3%)
Value$1.4M (-$25.8K)
Filed 2026-10-20
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares4,319 from 4,393
Change-74 (-2%)
Value$1.4M (-$9.1K)
Filed 2026-10-29
Hassell Wealth Management, LLC
INCREASED
Shares4,307 from 4,306
Change+1 (+0%)
Value$1.4M (+$1.2K)
Filed 2026-10-19
Ipsen Advisor Group LLC
DECREASED
Shares4,296 from 4,307
Change-11 (0%)
Value$1.4M (+$11.4K)
Filed 2026-10-29
Steph & Co
INCREASED
Shares4,291 from 4,220
Change+71 (+2%)
Value$1.4M (+$38.3K)
Filed 2026-10-07
Centennial Bank
INCREASED
Shares4,289 from 4,164
Change+125 (+3%)
Value$1.4M (+$55.9K)
Filed 2026-11-09
Asset Advisors Investment Management, LLC
DECREASED
Shares4,287 from 4,369
Change-82 (-2%)
Value$1.4M (-$11.8K)
Filed 2026-10-19
Legacy Financial Independent Advisors LLC
UNCHANGED
Shares4,287 from 4,287
Change0 (0%)
Value$1.4M (+$15.0K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
DECREASED
Shares4,282 from 4,306
Change-24 (-1%)
Value$1.4M (+$7.3K)
Filed 2026-10-13
Davidson Capital Management Inc.
INCREASED
Shares4,281 from 4,187
Change+94 (+2%)
Value$1.4M (+$45.8K)
Filed 2026-10-15
Woodward Financial Advisors, Inc.
INCREASED
Shares4,277 from 4,097
Change+180 (+4%)
Value$1.4M (+$73.9K)
Filed 2026-10-19
Hidden Cove Wealth Management, LLC
INCREASED
Shares4,262 from 3,989
Change+273 (+7%)
Value$1.4M (+$104.3K)
Filed 2026-10-19
Three Magnolias Financial Advisors, LLC
DECREASED
Shares4,259 from 4,396
Change-137 (-3%)
Value$1.4M (-$23.1K)
Filed 2026-10-14
AMI Asset Management Corp
INCREASED
Shares4,252 from 4,199
Change+53 (+1%)
Value$1.4M (+$32.2K)
Filed 2026-10-20
Zega Investments, LLC
DECREASED
Shares4,251 from 7,609
Change-3,358 (-44%)
Value$1.4M (-$1.1M)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
INCREASED
Shares4,251 from 3,878
Change+373 (+10%)
Value$1.4M (+$137.0K)
Filed 2026-10-20
State of Wyoming
DECREASED
Shares4,241 from 4,511
Change-270 (-6%)
Value$1.4M (-$73.5K)
Filed 2026-10-28
Clark & Stuart, Inc
INCREASED
Shares4,236 from 3,943
Change+293 (+7%)
Value$1.4M (+$110.7K)
Filed 2026-10-14
Blake Schutter Theil Wealth Advisors, LLC
INCREASED
Shares4,220 from 4,086
Change+134 (+3%)
Value$1.4M (+$58.6K)
Filed 2026-11-02
GenWealth Group, Inc.
DECREASED
Shares4,218 from 4,221
Change-3 (0%)
Value$1.4M (+$13.8K)
Filed 2026-10-16
Howard Wealth Management, LLC
DECREASED
Shares4,214 from 4,271
Change-57 (-1%)
Value$1.4M (-$4.1K)
Filed 2026-10-28
Park Capital Management, LLC / WI
DECREASED
Shares4,209 from 4,236
Change-27 (-1%)
Value$1.4M (+$5.9K)
Filed 2026-10-13
GSG Advisors LLC
DECREASED
Shares4,204 from 4,629
Change-425 (-9%)
Value$1.4M (-$124.5K)
Filed 2026-11-03
WealthSpring Partners, LLC
DECREASED
Shares4,198 from 4,730
Change-532 (-11%)
Value$1.4M (-$159.7K)
Filed 2026-10-14
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED
Shares4,198 from 4,198
Change0 (0%)
Value$1.4M (+$14.7K)
Filed 2026-10-27
Taylor Financial Group, Inc.
UNCHANGED
Shares4,192 from 4,192
Change0 (0%)
Value$1.4M (+$14.7K)
Filed 2026-11-02
Alliance Wealth Advisors, LLC
INCREASED
Shares4,189 from 4,164
Change+25 (+1%)
Value$1.4M (+$22.8K)
Filed 2026-10-14
Financial Planning Hawaii, Inc.
DECREASED
Shares4,176 from 4,896
Change-720 (-15%)
Value$1.4M (-$220.8K)
Filed 2026-10-13
Trust Co of Oklahoma
DECREASED
Shares4,169 from 4,803
Change-634 (-13%)
Value$1.4M (-$192.9K)
Filed 2026-10-15
Disciplined Equity Management, Inc.
UNCHANGED
Shares4,168 from 4,168
Change0 (0%)
Value$1.4M (+$14.6K)
Filed 2026-10-14
Fermata Advisors, LLC
INCREASED
Shares4,166 from 3,867
Change+299 (+8%)
Value$1.4M (+$112.5K)
Filed 2026-10-13
Kaydan Wealth Management, Inc.
DECREASED
Shares4,160 from 4,161
Change-1 (0%)
Value$1.4M (+$14.2K)
Filed 2026-10-08
Affinity Capital Advisors, LLC
INCREASED
Shares4,154 from 3,769
Change+385 (+10%)
Value$1.4M (+$110.3K)
Filed 2026-10-13
Larry Mathis Financial Planning, LLC
DECREASED
Shares4,153 from 4,403
Change-250 (-6%)
Value$1.4M (-$67.3K)
Filed 2026-10-26
Mayfair Advisory Group, LLC
INCREASED
Shares4,152 from 4,147
Change+5 (+0%)
Value$1.4M (-$91.2K)
Filed 2026-10-20
KFG Wealth Management, LLC
DECREASED
Shares4,118 from 5,520
Change-1,402 (-25%)
Value$1.4M (-$444.3K)
Filed 2026-10-16
Elevated Private Wealth, LLC
DECREASED
Shares4,116 from 4,255
Change-139 (-3%)
Value$1.4M (-$31.3K)
Filed 2026-10-15
Coyle Financial Counsel LLC
DECREASED
Shares4,115 from 4,261
Change-146 (-3%)
Value$1.4M (-$33.4K)
Filed 2026-10-28
Griffith & Werner, Inc.
INCREASED
Shares4,112 from 4,108
Change+4 (+0%)
Value$1.4M (+$15.3K)
Filed 2026-11-04
Burton Enright Welch
INCREASED
Shares4,111 from 2,713
Change+1,398 (+52%)
Value$1.4M (+$472.0K)
Filed 2026-11-04
Delphi Management Inc
DECREASED
Shares4,109 from 4,211
Change-102 (-2%)
Value$1.4M (-$19.0K)
Filed 2026-11-05
Clarus Group, Inc.
DECREASED
Shares4,107 from 4,866
Change-759 (-16%)
Value$1.4M (-$234.0K)
Filed 2026-10-21
Hardin Capital Partners, LLC
INCREASED
Shares4,105 from 3,960
Change+145 (+4%)
Value$1.4M (+$58.5K)
Filed 2026-10-09
Krane Financial Solutions LLC
INCREASED
Shares4,104 from 4,078
Change+26 (+1%)
Value$1.4M (+$22.9K)
Filed 2026-10-30
Donoghue Forlines LLC
NEW
Shares4,103
Change+4,103
Value$1.4M
Filed 2026-11-02
Davidson Investment Advisors
INCREASED
Shares4,102 from 4,058
Change+44 (+1%)
Value$1.4M (+$28.8K)
Filed 2026-10-20
Insight Advisors, LLC/ PA
DECREASED
Shares4,101 from 4,693
Change-592 (-13%)
Value$1.4M (-$179.8K)
Filed 2026-10-22
Blue Bell Private Wealth Management, LLC
INCREASED
Shares4,091 from 3,908
Change+183 (+5%)
Value$1.4M (+$74.2K)
Filed 2026-10-29
Kingsman Wealth Management, Inc.
DECREASED
Shares4,088 from 4,095
Change-7 (0%)
Value$1.4M (+$11.8K)
Filed 2026-10-13
XY Planning Network, Inc.
INCREASED
Shares4,076 from 2,808
Change+1,268 (+45%)
Value$1.3M (+$429.2K)
Filed 2026-10-14
Harbor Group, Inc.
INCREASED
Shares4,075 from 3,820
Change+255 (+7%)
Value$1.3M (+$97.8K)
Filed 2026-10-14
Cultivar Capital, Inc.
UNCHANGED
Shares4,074 from 4,074
Change0 (0%)
Value$1.3M (+$14.3K)
Filed 2026-10-14
Financial Consulate, Inc
INCREASED
Shares4,068 from 4,063
Change+5 (+0%)
Value$1.3M (+$15.9K)
Filed 2026-10-23
Park Place Capital Corp
DECREASED
Shares4,065 from 14,001
Change-9,936 (-71%)
Value$1.3M (-$3.2M)
Filed 2026-11-09
Outlook Wealth Advisors, LLC
DECREASED
Shares4,061 from 4,221
Change-160 (-4%)
Value$1.3M (-$38.0K)
Filed 2026-10-28
Viewpoint Capital Management LLC
INCREASED
Shares4,028 from 2,368
Change+1,660 (+70%)
Value$1.3M (+$557.5K)
Filed 2026-10-27
Avail Investment Partners, LLC
INCREASED
Shares4,019 from 3,985
Change+34 (+1%)
Value$1.3M (+$25.2K)
Filed 2026-10-16
Persium Advisors, LLC
INCREASED
Shares4,017 from 3,857
Change+160 (+4%)
Value$1.3M (+$66.4K)
Filed 2026-10-07
SBK Financial, Inc.
DECREASED
Shares4,011 from 4,316
Change-305 (-7%)
Value$1.3M (-$85.8K)
Filed 2026-11-02
Heck Capital Advisors, LLC
INCREASED
Shares4,007 from 3,780
Change+227 (+6%)
Value$1.3M (+$88.3K)
Filed 2026-10-14
J. Derek Lewis & Associates Inc.
DECREASED
Shares4,003 from 4,030
Change-27 (-1%)
Value$1.3M (+$4.7K)
Filed 2026-11-03
Investmark Advisory Group LLC
INCREASED
Shares4,001 from 3,040
Change+961 (+32%)
Value$1.3M (+$328.8K)
Filed 2026-10-27
Richard P Slaughter Associates Inc
INCREASED
Shares3,987 from 3,958
Change+29 (+1%)
Value$1.3M (+$23.3K)
Filed 2026-10-13
Worthington Financial Partners, LLC
UNCHANGED
Shares3,981 from 3,981
Change0 (0%)
Value$1.3M (+$13.9K)
Filed 2026-10-13
Connective Portfolio Management, LLC
DECREASED
Shares3,980 from 10,980
Change-7,000 (-64%)
Value$1.3M (-$2.3M)
Filed 2026-10-22
Investment Planning Advisors, Inc.
INCREASED
Shares3,980 from 3,743
Change+237 (+6%)
Value$1.3M (+$91.6K)
Filed 2026-10-14
Ariadne Wealth Management, LP
INCREASED
Shares3,980 from 3,927
Change+53 (+1%)
Value$1.3M (+$31.3K)
Filed 2026-11-06
Independence Financial Advisors, LLC
INCREASED
Shares3,975 from 3,972
Change+3 (+0%)
Value$1.3M (+$14.8K)
Filed 2026-10-08
Rise Advisors, LLC
INCREASED
Shares3,971 from 3,750
Change+221 (+6%)
Value$1.3M (+$86.2K)
Filed 2026-10-16
Total Investment Management Inc
DECREASED
Shares3,966 from 3,988
Change-22 (-1%)
Value$1.3M (-$90.9K)
Filed 2026-10-22
Warwick Investment Management, Inc.
DECREASED
Shares3,964 from 4,169
Change-205 (-5%)
Value$1.3M (-$53.4K)
Filed 2026-10-19
Watershed Private Wealth LLC
INCREASED
Shares3,944 from 2,302
Change+1,642 (+71%)
Value$1.3M (+$551.3K)
Filed 2026-10-30
Avantra Family Wealth, Inc.
INCREASED
Shares3,942 from 3,857
Change+85 (+2%)
Value$1.3M (+$41.6K)
Filed 2026-10-20
Narus Financial Partners, LLC
DECREASED
Shares3,937 from 3,978
Change-41 (-1%)
Value$1.3M (+$359)
Filed 2026-10-19
apricus wealth, LLC
INCREASED
Shares3,934 from 3,334
Change+600 (+18%)
Value$1.3M (+$210.2K)
Filed 2026-10-26
Long Road Investment Counsel, LLC
UNCHANGED
Shares3,932 from 3,932
Change0 (0%)
Value$1.3M (+$13.8K)
Filed 2026-11-04
D.B. Root & Company, LLC
INCREASED
Shares3,929 from 3,785
Change+144 (+4%)
Value$1.3M (+$60.6K)
Filed 2026-11-04
Fulcrum Equity Management
INCREASED
Shares3,925 from 3,757
Change+168 (+4%)
Value$1.3M (+$68.5K)
Filed 2026-10-21
BlueSky Wealth Advisors, LLC
INCREASED
Shares3,917 from 3,547
Change+370 (+10%)
Value$1.3M (+$134.8K)
Filed 2026-10-29
Magnolia Capital Management LTD
UNCHANGED
Shares3,916 from 3,916
Change0 (0%)
Value$1.3K (+$14)
Filed 2026-10-09
Skba Capital Management LLC
UNCHANGED
Shares3,907 from 3,907
Change0 (0%)
Value$1.3M (+$13.7K)
Filed 2026-11-09
Ardent Capital Management, Inc.
DECREASED
Shares3,886 from 3,902
Change-16 (0%)
Value$1.3M (+$8.4K)
Filed 2026-10-16
Hoxton Planning & Management, LLC
DECREASED
Shares3,872 from 3,897
Change-25 (-1%)
Value$1.3M (+$5.5K)
Filed 2026-10-15
Wendell David Associates Inc
DECREASED
Shares3,871 from 3,875
Change-4 (0%)
Value$1.3K (-$1.3M)
Filed 2026-10-27
Northbridge Financial Group, LLC
INCREASED
Shares3,870 from 3,692
Change+178 (+5%)
Value$1.3M (+$73.4K)
Filed 2026-11-05
Heritage Family Offices, LLP
INCREASED
Shares3,862 from 3,425
Change+437 (+13%)
Value$1.3M (+$156.6K)
Filed 2026-11-02
Juncture Wealth Strategies, LLC
INCREASED
Shares3,858 from 3,809
Change+49 (+1%)
Value$1.3M (+$29.4K)
Filed 2026-10-06
TrueWealth Advisors, LLC
DECREASED
Shares3,858 from 3,888
Change-30 (-1%)
Value$1.3M (+$3.9K)
Filed 2026-10-09
Cannon Advisors, Inc.
DECREASED
Shares3,857 from 6,989
Change-3,132 (-45%)
Value$1.3M (-$1.1M)
Filed 2026-10-14
Fiduciary Financial Group, LLC
DECREASED
Shares3,855 from 4,261
Change-406 (-10%)
Value$1.3M (-$119.5K)
Filed 2026-10-13
LCM Capital Management Inc
UNCHANGED
Shares3,854 from 3,854
Change0 (0%)
Value$1.3M (+$13.5K)
Filed 2026-10-20
Willow Creek Wealth Management Inc.
INCREASED
Shares3,852 from 3,844
Change+8 (+0%)
Value$1.3M (+$16.0K)
Filed 2026-10-26
Gemmer Asset Management LLC
DECREASED
Shares3,844 from 4,091
Change-247 (-6%)
Value$1.3M (-$67.2K)
Filed 2026-10-16
Granville Capital, Inc.
INCREASED
Shares3,843 from 3,375
Change+468 (+14%)
Value$1.3M (+$166.7K)
Filed 2026-11-05
Encompass Wealth Advisors, LLC
INCREASED
Shares3,840 from 1,656
Change+2,184 (+132%)
Value$1.3M (+$728.3K)
Filed 2026-10-15
Invenio Wealth Partners LLC
INCREASED
Shares3,831 from 3,702
Change+129 (+3%)
Value$1.3M (+$55.6K)
Filed 2026-10-20
Randall & Associates Wealth Management
INCREASED
Shares3,830 from 2,468
Change+1,362 (+55%)
Value$1.3M (+$459.2K)
Filed 2026-10-20
Probity Advisors, Inc.
DECREASED
Shares3,830 from 3,952
Change-122 (-3%)
Value$1.3M (-$26.5K)
Filed 2026-10-23
Challenger Wealth Management
DECREASED
Shares3,824 from 3,957
Change-133 (-3%)
Value$1.3M (-$30.4K)
Filed 2026-10-30
Eagle Harbor Asset Management Inc
INCREASED
Shares3,816 from 3,815
Change+1 (+0%)
Value$1.3M (+$13.6K)
Filed 2026-10-21
Poehling Capital Management, Inc.
INCREASED
Shares3,811 from 3,810
Change+1 (+0%)
Value$1.3M (+$13.5K)
Filed 2026-10-20
Shulman DeMeo Asset Management LLC
DECREASED
Shares3,800 from 3,815
Change-15 (0%)
Value$1.3M (+$14.5K)
Filed 2026-10-09
Langley Wealth Management, LLC
DECREASED
Shares3,790 from 3,799
Change-9 (0%)
Value$1.3M (+$10.3K)
Filed 2026-11-04
North Capital, Inc.
DECREASED
Shares3,779 from 3,965
Change-186 (-5%)
Value$1.3M (-$45.5K)
Filed 2026-10-16
Rasp Wealth Solutions, LLC
INCREASED
Shares3,777 from 3,620
Change+157 (+4%)
Value$1.2M (+$64.7K)
Filed 2026-11-06
Secure Asset Management, LLC
DECREASED
Shares3,775 from 3,831
Change-56 (-1%)
Value$1.2M (-$5.1K)
Filed 2026-10-19
TruNorth Capital Management, LLC
INCREASED
Shares3,770 from 3,389
Change+381 (+11%)
Value$1.2M (+$137.9K)
Filed 2026-10-14
Nova Financial LLC
NEW
Shares3,766
Change+3,766
Value$1.2M
Filed 2026-11-04
Hobart Private Capital, LLC
INCREASED
Shares3,763 from 3,519
Change+244 (+7%)
Value$1.2M (+$93.0K)
Filed 2026-10-19
Hughes Financial Services, LLC
INCREASED
Shares3,756 from 3,713
Change+43 (+1%)
Value$1.3M (+$75.1K)
Filed 2026-10-30
MRA Advisory Group
INCREASED
Shares3,752 from 2,951
Change+801 (+27%)
Value$1.2M (+$275.4K)
Filed 2026-10-07
Oliver Luxxe Assets LLC
DECREASED
Shares3,744 from 5,272
Change-1,528 (-29%)
Value$1.2M (-$487.1K)
Filed 2026-10-14
Wealthcare Capital Partners, LLC
INCREASED
Shares3,729 from 3,720
Change+9 (+0%)
Value$1.2M (+$15.8K)
Filed 2026-10-21
Santori & Peters, Inc.
INCREASED
Shares3,727 from 3,719
Change+8 (+0%)
Value$1.2M (+$15.6K)
Filed 2026-10-26
Charter Capital Management, Llc\de
DECREASED
Shares3,725 from 3,980
Change-255 (-6%)
Value$1.2M (-$70.3K)
Filed 2026-10-28
Leonteq Securities AG
DECREASED
Shares3,715 from 6,805
Change-3,090 (-45%)
Value$1.2M (-$998.4K)
Filed 2026-10-29
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares3,711 from 3,711
Change0 (0%)
Value$1.2M ($0)
Filed 2026-11-03
Freedom Day Solutions, LLC
INCREASED
Shares3,709 from 3,422
Change+287 (+8%)
Value$1.2M (+$107.1K)
Filed 2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares3,708 from 3,105
Change+603 (+19%)
Value$1.2M (+$210.2K)
Filed 2026-10-16
Arkfeld Wealth Strategies, L.L.C.
DECREASED
Shares3,706 from 3,765
Change-59 (-2%)
Value$1.2M (-$50.1K)
Filed 2026-10-19
Mach-1 Financial Group, LLC
INCREASED
Shares3,701 from 3,601
Change+100 (+3%)
Value$1.2M (+$45.5K)
Filed 2026-11-06
Semus Wealth Partners LLC
INCREASED
Shares3,701 from 3,689
Change+12 (+0%)
Value$1.2M (+$16.9K)
Filed 2026-10-22
Bluesphere Advisors LLC
INCREASED
Shares3,695 from 3,690
Change+5 (+0%)
Value$1.2M (+$14.3K)
Filed 2026-10-19
Puff Wealth Management, LLC
INCREASED
Shares3,691 from 3,650
Change+41 (+1%)
Value$1.2M (+$26.4K)
Filed 2026-10-07
Foguth Wealth Management, Llc.
INCREASED
Shares3,648 from 3,093
Change+555 (+18%)
Value$1.2M (+$190.9K)
Filed 2026-10-19
Carlson Financial, Inc.
INCREASED
Shares3,643 from 3,638
Change+5 (+0%)
Value$1.2M (+$14.3K)
Filed 2026-11-05
TFB Advisors LLC
INCREASED
Shares3,633 from 3,565
Change+68 (+2%)
Value$1.2M (+$35.0K)
Filed 2026-11-02
Element Squared LLC
NEW
Shares3,630
Change+3,630
Value$1.2M
Filed 2026-11-09
Form Wealth Advisors, LLC
DECREASED
Shares3,628 from 3,705
Change-77 (-2%)
Value$1.2M (-$12.3K)
Filed 2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares3,623 from 3,773
Change-150 (-4%)
Value$1.2M (-$36.4K)
Filed 2026-10-15
denkapparat Operations GmbH
NEW
Shares3,622
Change+3,622
Value$1.2M
Filed 2026-11-09
William Mack & Associates, Inc.
DECREASED
Shares3,620 from 3,717
Change-97 (-3%)
Value$1.2M (-$19.0K)
Filed 2026-10-27
Compass Ion Advisors, LLC
INCREASED
Shares3,620 from 3,610
Change+10 (+0%)
Value$1.2M (+$15.7K)
Filed 2026-10-23
Michael Brady & Co., LLC
DECREASED
Shares3,617 from 3,692
Change-75 (-2%)
Value$1.2M (-$11.9K)
Filed 2026-10-23
Pine Haven Investment Counsel, Inc
DECREASED
Shares3,616 from 3,666
Change-50 (-1%)
Value$1.2M (-$3.7K)
Filed 2026-11-02
Clearwave Capital, LLC
INCREASED
Shares3,608 from 3,258
Change+350 (+11%)
Value$1.2M (+$127.0K)
Filed 2026-10-27
Ackerman Capital Advisors, LLC
INCREASED
Shares3,603 from 3,398
Change+205 (+6%)
Value$1.2M (+$79.7K)
Filed 2026-10-30
GLR Partners, LLC
DECREASED
Shares3,602 from 3,660
Change-58 (-2%)
Value$1.2M (-$6.4K)
Filed 2026-11-04
Plan Group Financial, LLC
DECREASED
Shares3,601 from 37,583
Change-33,982 (-90%)
Value$1.2M (-$11.1M)
Filed 2026-10-22
Summa Corp.
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$1.2M (+$12.6K)
Filed 2026-10-30
R.H. Dinel Investment Counsel, Inc.
DECREASED
Shares3,592 from 3,892
Change-300 (-8%)
Value$1.2M (-$85.6K)
Filed 2026-10-14
MFA Wealth Services
DECREASED
Shares3,572 from 3,691
Change-119 (-3%)
Value$1.2M (-$26.2K)
Filed 2026-10-14
Landaas & Co
INCREASED
Shares3,563 from 3,464
Change+99 (+3%)
Value$1.2M (+$44.9K)
Filed 2026-10-29
Cooper S Advisors, LLC
DECREASED
Shares3,560 from 3,583
Change-23 (-1%)
Value$1.2M (+$5.0K)
Filed 2026-11-03
Knuff & Co LLC
INCREASED
Shares3,557 from 3,507
Change+50 (+1%)
Value$1.2M (+$28.8K)
Filed 2026-11-06
Tcfg Investment Advisors, LLC
INCREASED
Shares3,544 from 3,543
Change+1 (+0%)
Value$1.2M (+$12.5K)
Filed 2026-10-20
Pennsylvania Capital Management Inc
DECREASED
Shares3,542 from 3,546
Change-4 (0%)
Value$1.2M (+$11.2K)
Filed 2026-11-05
Renasant Bank
DECREASED
Shares3,541 from 3,601
Change-60 (-2%)
Value$1.2M (-$7.2K)
Filed 2026-11-05
DecisionMap Wealth Management, LLC
DECREASED
Shares3,528 from 3,665
Change-137 (-4%)
Value$1.2M (-$32.5K)
Filed 2026-10-29
Client 1ST Advisory Group, LLC
DECREASED
Shares3,525 from 3,659
Change-134 (-4%)
Value$1.2M (-$31.5K)
Filed 2026-10-19
Lexington Hill Partners, LLC
UNCHANGED
Shares3,525 from 3,525
Change0 (0%)
Value$1.2M (+$12.4K)
Filed 2026-10-13
Concentrum Wealth Management
INCREASED
Shares3,516 from 3,504
Change+12 (+0%)
Value$1.2M (+$16.2K)
Filed 2026-11-09
Postrock Partners LLC
UNCHANGED
Shares3,502 from 3,502
Change0 (0%)
Value$1.2M (+$12.3K)
Filed 2026-11-02
WJ Interests, LLC
UNCHANGED
Shares3,498 from 3,498
Change0 (0%)
Value$1.2M (+$12.2K)
Filed 2026-10-14
Isthmus Partners, LLC
INCREASED
Shares3,497 from 3,481
Change+16 (+0%)
Value$1.2M (+$17.5K)
Filed 2026-10-21
Wealth Science Advisors LLC
DECREASED
Shares3,493 from 3,681
Change-188 (-5%)
Value$1.2M (-$49.3K)
Filed 2026-10-09
Millennium Capital Advisors, LLC
INCREASED
Shares3,482 from 3,481
Change+1 (+0%)
Value$1.2M (+$12.2K)
Filed 2026-10-16
Kuhn & Co Investment Counsel
INCREASED
Shares3,481 from 3,105
Change+376 (+12%)
Value$1.2M (+$135.3K)
Filed 2026-10-29
W.H. Cornerstone Investments Inc.
INCREASED
Shares3,479 from 3,474
Change+5 (+0%)
Value$1.2M (+$14.0K)
Filed 2026-11-03
Delta Wealth Advisors LLC
UNCHANGED
Shares3,477 from 3,477
Change0 (0%)
Value$1.2M (+$12.2K)
Filed 2026-10-09
Rudd Co d/b/a Styre Wealth
NEW
Shares3,473
Change+3,473
Value$1.2M
Filed 2026-10-29
Meridian Financial Advisors, LLC
INCREASED
Shares3,466 from 2,912
Change+554 (+19%)
Value$1.1M (+$193.5K)
Filed 2026-10-14
DMC Group, LLC
DECREASED
Shares3,463 from 3,815
Change-352 (-9%)
Value$1.1M (-$103.1K)
Filed 2026-10-26
Firestone Capital Management
INCREASED
Shares3,461 from 3,451
Change+10 (+0%)
Value$1.1M (+$15.3K)
Filed 2026-11-03
Wealth Quarterback LLC
INCREASED
Shares3,459 from 3,386
Change+73 (+2%)
Value$1.1M (+$35.9K)
Filed 2026-10-20
Hopwood Financial Services, Inc.
INCREASED
Shares3,448 from 3,103
Change+345 (+11%)
Value$1.1M (+$124.8K)
Filed 2026-10-29
Gouws Capital LLC
UNCHANGED
Shares3,433 from 3,433
Change0 (0%)
Value$1.1M (+$12.0K)
Filed 2026-10-09
Cardinal Strategic Wealth Guidance
UNCHANGED
Shares3,432 from 3,432
Change0 (0%)
Value$1.1M (+$12.0K)
Filed 2026-11-02
Holland Advisory Services, Inc.
DECREASED
Shares3,423 from 3,663
Change-240 (-7%)
Value$1.1M (-$66.6K)
Filed 2026-10-26
Ledgewood Wealth Advisors, LLC
INCREASED
Shares3,421 from 1,760
Change+1,661 (+94%)
Value$1.1M (+$555.7K)
Filed 2026-10-09
National Wealth Management Group, LLC
INCREASED
Shares3,410 from 3,086
Change+324 (+11%)
Value$1.1M (+$118.1K)
Filed 2026-10-26
Holcombe Financial, Inc.
UNCHANGED
Shares3,408 from 3,408
Change0 (0%)
Value$1.1M (+$11.9K)
Filed 2026-10-16
tru Independence LLC
DECREASED
Shares3,407 from 3,562
Change-155 (-4%)
Value$1.1M (-$38.7K)
Filed 2026-10-20
Maltin Wealth Management, Inc.
INCREASED
Shares3,406 from 3,397
Change+9 (+0%)
Value$1.1M (+$14.9K)
Filed 2026-10-13
Abound Wealth Management
DECREASED
Shares3,390 from 3,520
Change-130 (-4%)
Value$1.1M (-$30.6K)
Filed 2026-10-26
Bank & Trust Co
DECREASED
Shares3,390 from 3,438
Change-48 (-1%)
Value$1.1M (-$3.8K)
Filed 2026-10-07
Weaver Consulting Group
INCREASED
Shares3,389 from 3,272
Change+117 (+4%)
Value$1.1M (+$50.2K)
Filed 2026-10-07
RVW Wealth, LLC
INCREASED
Shares3,383 from 3,365
Change+18 (+1%)
Value$1.1M (+$17.7K)
Filed 2026-10-06
Elevation Wealth Partners, LLC
DECREASED
Shares3,382 from 3,409
Change-27 (-1%)
Value$1.1M (+$3.0K)
Filed 2026-10-07
Mullooly Asset Management, Inc.
INCREASED
Shares3,380 from 3,368
Change+12 (+0%)
Value$1.1M (+$15.4K)
Filed 2026-10-30
Opal Wealth Advisors, LLC
DECREASED
Shares3,370 from 3,519
Change-149 (-4%)
Value$1.1M (-$37.0K)
Filed 2026-10-16
Cogent Private Wealth, Inc.
INCREASED
Shares3,369 from 3,349
Change+20 (+1%)
Value$1.1M (+$18.3K)
Filed 2026-11-06
Index Fund Advisors, Inc.
INCREASED
Shares3,363 from 3,223
Change+140 (+4%)
Value$1.1M (+$57.6K)
Filed 2026-11-05
Western Financial Corp
INCREASED
Shares3,363 from 3,309
Change+54 (+2%)
Value$1.1M (+$29.4K)
Filed 2026-10-14
Lionshead Wealth Management, LLC
INCREASED
Shares3,360 from 3,336
Change+24 (+1%)
Value$1.1M (+$19.6K)
Filed 2026-10-21
KFA Private Wealth Group, LLC
INCREASED
Shares3,357 from 2,809
Change+548 (+20%)
Value$1.1M (+$191.0K)
Filed 2026-10-07
Acorn Creek Capital LLC
DECREASED
Shares3,357 from 3,361
Change-4 (0%)
Value$1.1M (+$10.4K)
Filed 2026-11-05
South Shore Capital Advisors
INCREASED
Shares3,356 from 3,327
Change+29 (+1%)
Value$1.1M (+$21.4K)
Filed 2026-10-20
BNB Wealth Management, LLC
INCREASED
Shares3,353 from 3,046
Change+307 (+10%)
Value$1.1M (+$112.1K)
Filed 2026-10-28
Peck Wealth Management, LLC
UNCHANGED
Shares3,352 from 3,352
Change0 (0%)
Value$1.1M (+$11.7K)
Filed 2026-10-29
Mascoma Wealth Management LLC
INCREASED
Shares3,339 from 3,278
Change+61 (+2%)
Value$1.1M (+$31.7K)
Filed 2026-10-23
Motive Wealth Advisors
INCREASED
Shares3,338 from 3,270
Change+68 (+2%)
Value$1.1M (+$33.9K)
Filed 2026-10-26
Rede Wealth, LLC
UNCHANGED
Shares3,338 from 3,338
Change0 (0%)
Value$1.1M (+$11.7K)
Filed 2026-10-22
Bright Futures Wealth Management, Llc.
DECREASED
Shares3,336 from 3,357
Change-21 (-1%)
Value$1.1M (+$4.8K)
Filed 2026-10-23
Capital Management Associates, Inc
INCREASED
Shares3,331 from 3,325
Change+6 (+0%)
Value$1.1M (+$13.7K)
Filed 2026-10-20
Eubel Brady & Suttman Asset Management Inc
INCREASED
Shares3,326 from 3,282
Change+44 (+1%)
Value$1.1M (+$26.0K)
Filed 2026-11-04
Buttonwood Financial Advisors Inc.
DECREASED
Shares3,324 from 3,329
Change-5 (0%)
Value$1.1M (+$9.8K)
Filed 2026-10-13
Wallington Asset Management, LLC
INCREASED
Shares3,318 from 3,218
Change+100 (+3%)
Value$1.1M (+$44.3K)
Filed 2026-11-04
Johnson Financial Group, LLC
DECREASED
Shares3,315 from 8,455
Change-5,140 (-61%)
Value$1.1M (-$1.7M)
Filed 2026-11-03
Lord & Richards Wealth Management, LLC
INCREASED
Shares3,308 from 2,715
Change+593 (+22%)
Value$1.1M (+$205.1K)
Filed 2026-10-14
Evolution Advisers, Inc.
INCREASED
Shares3,299 from 660
Change+2,639 (+400%)
Value$1.1M (+$890.2K)
Filed 2026-11-06
Beacon Capital Management, LLC
INCREASED
Shares3,298 from 3,251
Change+47 (+1%)
Value$1.1M (+$27.0K)
Filed 2026-10-23
Meramec Financial Planners, LLC
DECREASED
Shares3,279 from 3,288
Change-9 (0%)
Value$1.1M (-$74.4K)
Filed 2026-11-09
Towercrest Capital Management
DECREASED
Shares3,276 from 3,612
Change-336 (-9%)
Value$1.1M (-$98.5K)
Filed 2026-10-23
Capital Advantage, Inc.
INCREASED
Shares3,272 from 3,262
Change+10 (+0%)
Value$1.1M (+$14.7K)
Filed 2026-10-14
FAI Advisors, Inc.
INCREASED
Shares3,269 from 3,169
Change+100 (+3%)
Value$1.1M (+$44.2K)
Filed 2026-10-27
Castleview Partners, LLC
INCREASED
Shares3,262 from 3,115
Change+147 (+5%)
Value$1.1M (+$59.6K)
Filed 2026-10-09
Philip James Wealth Mangement, LLC
DECREASED
Shares3,257 from 4,131
Change-874 (-21%)
Value$1.1M (-$274.8K)
Filed 2026-10-27
Silver Lake Advisory, LLC
INCREASED
Shares3,257 from 3,245
Change+12 (+0%)
Value$1.1M (+$15.4K)
Filed 2026-10-22
KW Wealth Management LLC
NEW
Shares3,246
Change+3,246
Value$1.1M
Filed 2026-10-28
Kellett Wealth Advisors, LLC
INCREASED
Shares3,242 from 3,147
Change+95 (+3%)
Value$1.1M (+$42.5K)
Filed 2026-10-15
Bond & Devick Financial Network, Inc.
INCREASED
Shares3,241 from 2,966
Change+275 (+9%)
Value$1.1M (+$101.4K)
Filed 2026-10-23
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares3,227 from 3,286
Change-59 (-2%)
Value$1.1M (-$8.0K)
Filed 2026-11-03
Alliance Wealth Management Group
DECREASED
Shares3,221 from 3,557
Change-336 (-9%)
Value$1.1M (-$98.7K)
Filed 2026-10-29
Legacy Wealth Partners, LLC
INCREASED
Shares3,216 from 3,205
Change+11 (+0%)
Value$1.1M (+$14.9K)
Filed 2026-10-15
Financial Insights, Inc.
INCREASED
Shares3,215 from 3,089
Change+126 (+4%)
Value$1.1M (+$52.5K)
Filed 2026-10-27
Optivise Advisory Services LLC
INCREASED
Shares3,214 from 3,142
Change+72 (+2%)
Value$1.1M (+$35.0K)
Filed 2026-10-19
North Point Portfolio Managers Corp
UNCHANGED
Shares3,210 from 3,210
Change0 (0%)
Value$1.1M (+$11.2K)
Filed 2026-10-07
Wolff Financial Management LLC
UNCHANGED
Shares3,209 from 3,209
Change0 (0%)
Value$1.1M (+$11.2K)
Filed 2026-10-23
Salzhauer Michael
DECREASED
Shares3,201 from 3,215
Change-14 (0%)
Value$1.1M (+$6.6K)
Filed 2026-10-28
Worth Asset Management, LLC
INCREASED
Shares3,195 from 2,653
Change+542 (+20%)
Value$1.1M (+$188.7K)
Filed 2026-10-07
Quantum Private Wealth, LLC
DECREASED
Shares3,188 from 3,438
Change-250 (-7%)
Value$1.1M (-$70.7K)
Filed 2026-10-20
AMG Asset Management Group, Inc.
INCREASED
Shares3,187 from 2,428
Change+759 (+31%)
Value$1.1M (+$259.6K)
Filed 2026-10-21
Bell Investment Advisors, Inc
INCREASED
Shares3,174 from 2,246
Change+928 (+41%)
Value$1.1M (+$315.0K)
Filed 2026-10-29
Creekside Partners
UNCHANGED
Shares3,171 from 3,171
Change0 (0%)
Value$1.0M (+$11.1K)
Filed 2026-11-04
Elevated Financial Group LLC
DECREASED
Shares3,170 from 3,652
Change-482 (-13%)
Value$1.0M (-$146.7K)
Filed 2026-10-16
CapWealth Advisors, LLC
INCREASED
Shares3,157 from 3,000
Change+157 (+5%)
Value$1.0M (+$62.4K)
Filed 2026-10-05
Prospera Capital Management, LLC
INCREASED
Shares3,155 from 2,452
Change+703 (+29%)
Value$1.0M (+$215.7K)
Filed 2026-10-19
Smith Shellnut Wilson LLC
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$1.0M (+$11.0K)
Filed 2026-10-21
WestHill Financial Advisors, Inc.
DECREASED
Shares3,149 from 3,205
Change-56 (-2%)
Value$1.0M (-$7.5K)
Filed 2026-10-14
Intelligence Driven Advisers, LLC
INCREASED
Shares3,145 from 2,890
Change+255 (+9%)
Value$1.0M (+$94.3K)
Filed 2026-10-09
Decker Wealth Management LLC
INCREASED
Shares3,144 from 2,241
Change+903 (+40%)
Value$1.0M (+$306.7K)
Filed 2026-10-09
Atala Financial Inc
DECREASED
Shares3,143 from 3,146
Change-3 (0%)
Value$1.0M (+$10.0K)
Filed 2026-10-22
Ironsides Asset Advisors, LLC
INCREASED
Shares3,140 from 2,590
Change+550 (+21%)
Value$1.0M (+$191.0K)
Filed 2026-10-20
Hilton Head Capital Partners, LLC
DECREASED
Shares3,137 from 3,516
Change-379 (-11%)
Value$1.0M (-$113.0K)
Filed 2026-10-23
Lawood & Co
DECREASED
Shares3,136 from 3,191
Change-55 (-2%)
Value$1.0M (-$7.0K)
Filed 2026-10-09
SilverOak Wealth Management LLC
DECREASED
Shares3,135 from 3,150
Change-15 (0%)
Value$1.0M (+$6.1K)
Filed 2026-10-29
Holos Integrated Wealth LLC
INCREASED
Shares3,134 from 2,894
Change+240 (+8%)
Value$1.0M (+$63.6K)
Filed 2026-10-23
Alpha Advisors, LLC
INCREASED
Shares3,129 from 3,110
Change+19 (+1%)
Value$1.0M (+$17.0K)
Filed 2026-10-19
Pacific Center for Financial Services
INCREASED
Shares3,128 from 3,126
Change+2 (+0%)
Value$1.0M (+$11.6K)
Filed 2026-10-15
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares3,120 from 3,106
Change+14 (+0%)
Value$1.0M (+$15.5K)
Filed 2026-10-15
Tenet Wealth Partners, LLC
UNCHANGED
Shares3,118 from 3,118
Change0 (0%)
Value$1.0M (-$79.1K)
Filed 2026-10-19
Mogy Joel R Investment Counsel Inc
INCREASED
Shares3,116 from 3,040
Change+76 (+3%)
Value$1.0M (+$35.8K)
Filed 2026-10-13
Ring Mountain Capital, LLC
INCREASED
Shares3,112 from 3,104
Change+8 (+0%)
Value$1.0M (+$13.5K)
Filed 2026-10-13
Mindset Wealth Management, LLC
INCREASED
Shares3,104 from 3,001
Change+103 (+3%)
Value$1.0M (+$44.4K)
Filed 2026-10-19
A. D. Beadell Investment Counsel, Inc.
DECREASED
Shares3,097 from 3,122
Change-25 (-1%)
Value$1.0K (+$3)
Filed 2026-10-14
Arbor Wealth Advisors LLC
UNCHANGED
Shares3,096 from 3,096
Change0 (0%)
Value$1.0M (+$10.8K)
Filed 2026-10-09
ARK & TLK Investments, LLC
DECREASED
Shares3,091 from 3,096
Change-5 (0%)
Value$1.0M (+$9.2K)
Filed 2026-10-20
Elevation Wealth Management LLC
INCREASED
Shares3,088 from 3,074
Change+14 (+0%)
Value$1.0M (+$15.3K)
Filed 2026-11-02
Absolute Capital Management, LLC
DECREASED
Shares3,079 from 3,087
Change-8 (0%)
Value$1.0M (+$8.2K)
Filed 2026-10-16
Greater Midwest Financial Group, LLC
INCREASED
Shares3,071 from 3,062
Change+9 (+0%)
Value$1.0M (+$13.4K)
Filed 2026-10-13
Keener Financial Planning LLC
INCREASED
Shares3,068 from 2,843
Change+225 (+8%)
Value$1.0M (+$85.1K)
Filed 2026-11-06
American National Bank of Texas
DECREASED
Shares3,068 from 3,105
Change-37 (-1%)
Value$1.0M (-$1.4K)
Filed 2026-10-07
Dakota Community Bank & Trust NA
INCREASED
Shares3,055 from 2,811
Change+244 (+9%)
Value$1.0M (+$90.6K)
Filed 2026-10-09
Catalyst Investment Management LLC
INCREASED
Shares3,020 from 2,571
Change+449 (+17%)
Value$999.1K (+$157.5K)
Filed 2026-10-21
Darwin Wealth Management, LLC
INCREASED
Shares3,016 from 2,235
Change+781 (+35%)
Value$997.9K (+$266.0K)
Filed 2026-11-09
BCS Wealth Management
DECREASED
Shares3,016 from 3,305
Change-289 (-9%)
Value$997.7K (-$84.0K)
Filed 2026-11-03
Cahaba Wealth Management, Inc.
INCREASED
Shares3,015 from 2,893
Change+122 (+4%)
Value$997.4K (+$50.6K)
Filed 2026-10-26
Eagle Bay Advisors LLC
INCREASED
Shares3,014 from 2,772
Change+242 (+9%)
Value$997.1K (+$89.8K)
Filed 2026-10-16
Old North State Wealth Management, LLC
DECREASED
Shares3,013 from 3,437
Change-424 (-12%)
Value$999.3K (-$129.4K)
Filed 2026-10-22
Carmel Capital Partners, LLC
DECREASED
Shares3,013 from 3,107
Change-94 (-3%)
Value$996.8K (-$20.2K)
Filed 2026-11-03
Invested Advisors
DECREASED
Shares3,012 from 3,018
Change-6 (0%)
Value$996.5K (+$8.6K)
Filed 2026-10-23
Ehrlich Financial Group
INCREASED
Shares3,010 from 2,993
Change+17 (+1%)
Value$995.9K (+$16.1K)
Filed 2026-10-20
American Capital Advisory, LLC
INCREASED
Shares3,006 from 2,995
Change+11 (+0%)
Value$994.5K (+$14.1K)
Filed 2026-10-28
Pullen Investment Management, LLC
DECREASED
Shares3,004 from 3,115
Change-111 (-4%)
Value$993.8K (-$25.8K)
Filed 2026-10-23
Aletheian Wealth Advisors LLC
INCREASED
Shares2,996 from 2,960
Change+36 (+1%)
Value$991.2K (+$22.3K)
Filed 2026-10-08
Reston Wealth Management LLC
INCREASED
Shares2,995 from 2,898
Change+97 (+3%)
Value$990.8K (+$42.1K)
Filed 2026-10-29
Financial Enhancement Group LLC
DECREASED
Shares2,993 from 3,031
Change-38 (-1%)
Value$986.4K (-$5.7K)
Filed 2026-10-08
Sterling Group Wealth Management, LLC
DECREASED
Shares2,990 from 3,989
Change-999 (-25%)
Value$989.3K (-$316.5K)
Filed 2026-11-03
WealthTrust Asset Management, LLC
DECREASED
Shares2,990 from 3,184
Change-194 (-6%)
Value$989.1K (-$53.1K)
Filed 2026-10-22
Strid Group, LLC
INCREASED
Shares2,987 from 2,890
Change+97 (+3%)
Value$988.2K (+$42.3K)
Filed 2026-10-28
Hamilton Capital, LLC
INCREASED
Shares2,984 from 2,853
Change+131 (+5%)
Value$987.1K (+$53.3K)
Filed 2026-10-08
Riverwater Partners LLC
INCREASED
Shares2,980 from 2,640
Change+340 (+13%)
Value$985.9K (+$121.6K)
Filed 2026-11-03
Integris Wealth Management, LLC
INCREASED
Shares2,979 from 2,969
Change+10 (+0%)
Value$985.4K (+$13.7K)
Filed 2026-10-14
Burkett Financial Services, LLC
INCREASED
Shares2,978 from 2,737
Change+241 (+9%)
Value$985.4K (+$89.2K)
Filed 2026-10-01
LightSquare Wealth Management, LLC
INCREASED
Shares2,973 from 2,952
Change+21 (+1%)
Value$983.7K (+$17.5K)
Filed 2026-11-03
Drum Hill Capital, LLC
INCREASED
Shares2,969 from 2,334
Change+635 (+27%)
Value$982.2K (+$218.2K)
Filed 2026-10-20
IVC Wealth Advisors LLC
DECREASED
Shares2,959 from 3,583
Change-624 (-17%)
Value$978.9K (-$193.8K)
Filed 2026-10-23
Torray Investment Partners LLC
UNCHANGED
Shares2,959 from 2,959
Change0 (0%)
Value$978.9K (+$10.4K)
Filed 2026-10-30
Collective Family Office LLC
DECREASED
Shares2,957 from 3,030
Change-73 (-2%)
Value$978.3K (-$13.5K)
Filed 2026-10-05
Future Financial Wealth Managment LLC
UNCHANGED
Shares2,956 from 2,956
Change0 (0%)
Value$977.8K (-$56.4K)
Filed 2026-10-15
Tiller Private Wealth, Inc.
UNCHANGED
Shares2,956 from 2,956
Change0 (0%)
Value$978.0K (+$10.4K)
Filed 2026-10-26
Verus Financial Partners, Inc.
DECREASED
Shares2,955 from 2,992
Change-37 (-1%)
Value$977.7K (-$1.6K)
Filed 2026-10-29
Successful Portfolios LLC
UNCHANGED
Shares2,952 from 2,952
Change0 (0%)
Value$981.1K (-$11.0K)
Filed 2026-10-09
Financial Freedom, LLC
INCREASED
Shares2,951 from 2,947
Change+4 (+0%)
Value$976.1K (+$11.6K)
Filed 2026-11-06
Nolet Wealth Management, LLC
INCREASED
Shares2,950 from 2,887
Change+63 (+2%)
Value$975.8K (+$30.9K)
Filed 2026-10-15
Pachira Investments Inc.
INCREASED
Shares2,946 from 2,713
Change+233 (+9%)
Value$974.5K (+$86.3K)
Filed 2026-10-14
Miramontes Capital, LLC
DECREASED
Shares2,944 from 2,991
Change-47 (-2%)
Value$974.0K (-$5.1K)
Filed 2026-10-19
First Affirmative Financial Network
NEW
Shares2,938
Change+2,938
Value$971.8K
Filed 2026-10-21
Hyposwiss Advisors SA
UNCHANGED
Shares2,934 from 2,934
Change0 (0%)
Value$970.7K (+$10.3K)
Filed 2026-10-26
Friday Financial
INCREASED
Shares2,931 from 2,741
Change+190 (+7%)
Value$976.5K (+$46.5K)
Filed 2026-10-09
Bayban
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$959.1K ($0)
Filed 2026-11-05
Endeavor Private Wealth, Inc.
INCREASED
Shares2,927 from 2,838
Change+89 (+3%)
Value$968.5K (+$39.6K)
Filed 2026-11-05
Eagle Wealth Advisors LLC
INCREASED
Shares2,926 from 2,692
Change+234 (+9%)
Value$968.0K (+$86.8K)
Filed 2026-10-20
Alessandra Capital Management, LLC
DECREASED
Shares2,910 from 2,940
Change-30 (-1%)
Value$962.7K (+$364)
Filed 2026-10-30
Melfa Wealth Management, Inc.
INCREASED
Shares2,907 from 2,557
Change+350 (+14%)
Value$961.6K (+$124.7K)
Filed 2026-11-06
Waller Financial Planning Group, Inc
DECREASED
Shares2,898 from 2,942
Change-44 (-1%)
Value$958.7K (-$4.3K)
Filed 2026-10-07
Activest Wealth Management
INCREASED
Shares2,888 from 2,732
Change+156 (+6%)
Value$955.4K (+$61.2K)
Filed 2026-10-15
Paladin Advisory Group, LLC
UNCHANGED
Shares2,877 from 2,877
Change0 (0%)
Value$951.8K (+$10.1K)
Filed 2026-11-09
Code Waechter LLC
INCREASED
Shares2,876 from 2,750
Change+126 (+5%)
Value$951.5K (+$51.4K)
Filed 2026-10-23
My Personal CFO, LLC
INCREASED
Shares2,863 from 2,730
Change+133 (+5%)
Value$947.2K (+$53.6K)
Filed 2026-10-14
Flynn Zito Capital Management, LLC
INCREASED
Shares2,862 from 2,830
Change+32 (+1%)
Value$946.9K (+$20.6K)
Filed 2026-11-04
J. L. Bainbridge & Co., Inc.
DECREASED
Shares2,861 from 2,891
Change-30 (-1%)
Value$946.6K (+$195)
Filed 2026-10-20
Mission Financial Group, LLC
DECREASED
Shares2,857 from 2,975
Change-118 (-4%)
Value$945.2K (-$28.7K)
Filed 2026-10-21
Paragon Capital Management Ltd
DECREASED
Shares2,856 from 2,982
Change-126 (-4%)
Value$944.7K (-$31.7K)
Filed 2026-10-09
E6 Portfolios, LLC
DECREASED
Shares2,843 from 2,952
Change-109 (-4%)
Value$940.4K (-$26.0K)
Filed 2026-10-26
Asset Planning,Inc
INCREASED
Shares2,831 from 2,827
Change+4 (+0%)
Value$936.7K (+$11.4K)
Filed 2026-10-26
Planned Solutions, Inc.
DECREASED
Shares2,829 from 2,843
Change-14 (0%)
Value$935.9K (+$5.3K)
Filed 2026-10-19
Meritas Wealth Management, LLC
INCREASED
Shares2,827 from 1,231
Change+1,596 (+130%)
Value$935.3K (+$532.3K)
Filed 2026-10-14
Objective Capital Management, LLC
DECREASED
Shares2,825 from 2,874
Change-49 (-2%)
Value$934.6K (-$6.3K)
Filed 2026-10-13
Capstone Wealth Management, LLC
DECREASED
Shares2,823 from 2,852
Change-29 (-1%)
Value$933.9K (+$388)
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares2,820
Change+2,820
Value$933.0K
Filed 2026-10-19
QP Wealth Management, LLC
DECREASED
Shares2,818 from 2,838
Change-20 (-1%)
Value$932.3K (+$3.3K)
Filed 2026-10-20
Bensler, LLC
DECREASED
Shares2,810 from 2,840
Change-30 (-1%)
Value$929.6K (+$112)
Filed 2026-11-05
Richwood Investment Advisors, LLC
INCREASED
Shares2,796 from 2,601
Change+195 (+8%)
Value$925.0K (+$73.6K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
INCREASED
Shares2,786 from 2,573
Change+213 (+8%)
Value$921.6K (+$79.6K)
Filed 2026-10-20
Global Strategic Investment Solutions, LLC
INCREASED
Shares2,777 from 2,735
Change+42 (+2%)
Value$918.7K (+$23.5K)
Filed 2026-10-16
WMG Financial Advisors, LLC
UNCHANGED
Shares2,771 from 2,771
Change0 (0%)
Value$907.1K ($0)
Filed 2026-10-28
Cambridge Financial Group, LLC
UNCHANGED
Shares2,768 from 2,768
Change0 (0%)
Value$906.1K ($0)
Filed 2026-10-06
Willis Johnson Wealth, Inc.
INCREASED
Shares2,744 from 2,686
Change+58 (+2%)
Value$907.7K (+$28.6K)
Filed 2026-11-03
R Squared Ltd
INCREASED
Shares2,736 from 750
Change+1,986 (+265%)
Value$905.2K (+$659.7K)
Filed 2026-11-06
Strive Financial Group,LLC
INCREASED
Shares2,735 from 1,072
Change+1,663 (+155%)
Value$904.9K (+$554.2K)
Filed 2026-11-09
Miller Howard Investments Inc
DECREASED
Shares2,732 from 3,107
Change-375 (-12%)
Value$903.7K (-$113.1K)
Filed 2026-10-26
Parkside Investments, LLC
DECREASED
Shares2,728 from 2,796
Change-68 (-2%)
Value$902.5K (-$12.6K)
Filed 2026-10-20
Washburn Capital Management, Inc.
DECREASED
Shares2,711 from 2,789
Change-78 (-3%)
Value$897.1K (-$15.8K)
Filed 2026-10-19
RED Lighthouse Investment Management, LLC
INCREASED
Shares2,707 from 2,703
Change+4 (+0%)
Value$895.6K (+$10.8K)
Filed 2026-11-02
Sachem Hill LLC
DECREASED
Shares2,705 from 2,882
Change-177 (-6%)
Value$894.9K (-$48.5K)
Filed 2026-10-14
Banque de Luxembourg S.A.
INCREASED
Shares2,705 from 2,594
Change+111 (+4%)
Value$894.9K (+$45.8K)
Filed 2026-10-14
Tucker Asset Management LLC
INCREASED
Shares2,702 from 2,510
Change+192 (+8%)
Value$893.9K (+$72.3K)
Filed 2026-10-29
Sound Portfolio Advisors, LLC
INCREASED
Shares2,689 from 2,677
Change+12 (+0%)
Value$889.6K (+$13.3K)
Filed 2026-11-05
Harrington Investments, Inc
UNCHANGED
Shares2,685 from 2,685
Change0 (0%)
Value$888.3K (+$9.4K)
Filed 2026-10-14
Braun-Bostich & Associates Inc.
INCREASED
Shares2,683 from 2,581
Change+102 (+4%)
Value$887.6K (+$42.8K)
Filed 2026-10-20
Veery Capital, LLC
INCREASED
Shares2,671 from 2,670
Change+1 (+0%)
Value$883.5K (+$9.6K)
Filed 2026-10-07
ICW Investment Advisors LLC
DECREASED
Shares2,669 from 2,685
Change-16 (-1%)
Value$883.0K (+$4.1K)
Filed 2026-10-27
Centerline Wealth Advisors, LLC
DECREASED
Shares2,668 from 2,671
Change-3 (0%)
Value$882.7K (+$8.4K)
Filed 2026-10-15
Entrust Financial LLC
INCREASED
Shares2,653 from 2,639
Change+14 (+1%)
Value$877.5K (+$13.7K)
Filed 2026-11-04
Birch Financial Group, LLC
DECREASED
Shares2,652 from 2,664
Change-12 (0%)
Value$877.2K (+$5.1K)
Filed 2026-10-27
Steinberganna Wealth Management
INCREASED
Shares2,650 from 2,634
Change+16 (+1%)
Value$876.5K (+$14.2K)
Filed 2026-10-23
Essex Investment Management Co LLC
DECREASED
Shares2,646 from 2,721
Change-75 (-3%)
Value$875.4K (-$15.3K)
Filed 2026-10-19
Smith & Howard Wealth Management, LLC
INCREASED
Shares2,644 from 1,640
Change+1,004 (+61%)
Value$874.8K (+$338.0K)
Filed 2026-10-27
Elite Life Management LLC
INCREASED
Shares2,638 from 2,624
Change+14 (+1%)
Value$889.9K (-$52.7K)
Filed 2026-11-06
Mainsail Asset Management, LLC
DECREASED
Shares2,637 from 3,282
Change-645 (-20%)
Value$873.7K (-$245.7K)
Filed 2026-10-14
365 WMG Private Fund I: Primus Fund LLC
NEW
Shares2,634
Change+2,634
Value$871.4K
Filed 2026-10-20
Axecap Investments, LLC
INCREASED
Shares2,634 from 1,684
Change+950 (+56%)
Value$871.4K (+$320.2K)
Filed 2026-10-20
Wealthstar Advisors, LLC
INCREASED
Shares2,632 from 2,626
Change+6 (+0%)
Value$870.6K (+$11.0K)
Filed 2026-10-19
Cascade Investment Advisors, Inc.
UNCHANGED
Shares2,631 from 2,631
Change0 (0%)
Value$870.5K (+$9.2K)
Filed 2026-11-02
Tillman Hartley LLC
DECREASED
Shares2,615 from 2,663
Change-48 (-2%)
Value$865.1K (-$6.6K)
Filed 2026-11-06
Emergent Wealth Advisors, LLC
INCREASED
Shares2,610 from 2,501
Change+109 (+4%)
Value$863.4K (+$46.8K)
Filed 2026-10-09
Arkansas Financial Group, Inc.
DECREASED
Shares2,605 from 2,667
Change-62 (-2%)
Value$861.9K (-$11.2K)
Filed 2026-10-26
CLG LLC
INCREASED
Shares2,601 from 2,531
Change+70 (+3%)
Value$860.4K (+$32.1K)
Filed 2026-10-13
Hardworking Capital Advisors, LLC
NEW
Shares2,599
Change+2,599
Value$859.8K
Filed 2026-10-20
SP Asset Management LLC
INCREASED
Shares2,599 from 2,593
Change+6 (+0%)
Value$859.7K (+$10.9K)
Filed 2026-11-05
Palatine Hill Wealth Management, LLC
UNCHANGED
Shares2,595 from 2,595
Change0 (0%)
Value$858.5K (+$9.1K)
Filed 2026-11-03
Cherrydale Wealth Management, LLC
UNCHANGED
Shares2,579 from 2,579
Change0 (0%)
Value$853.4K (+$9.3K)
Filed 2026-10-20
Horst & Graben Wealth Management LLC
DECREASED
Shares2,577 from 3,472
Change-895 (-26%)
Value$852.4K (-$307.3K)
Filed 2026-11-02
Guidance Capital, Inc
DECREASED
Shares2,575 from 3,198
Change-623 (-19%)
Value$877.1K (-$220.4K)
Filed 2026-11-03
Wedge Capital Management L L P
UNCHANGED
Shares2,570 from 2,570
Change0 (0%)
Value$850.2K (+$9.0K)
Filed 2026-10-13
High Point Wealth Management, LLC
INCREASED
Shares2,563 from 2,482
Change+81 (+3%)
Value$848.0K (+$35.7K)
Filed 2026-11-05
Hollow Brook Wealth Management LLC
UNCHANGED
Shares2,561 from 2,561
Change0 (0%)
Value$847.3K (+$9.0K)
Filed 2026-10-29
Stronghold Wealth Management L.L.C.
DECREASED
Shares2,554 from 2,716
Change-162 (-6%)
Value$844.9K (-$44.1K)
Filed 2026-10-16
Hillcrest Wealth Advisors - NY, LLC
DECREASED
Shares2,551 from 3,080
Change-529 (-17%)
Value$843.9K (-$164.2K)
Filed 2026-10-22
Hibernia Wealth Partners, LLC
INCREASED
Shares2,550 from 2,116
Change+434 (+21%)
Value$843.6K (+$150.9K)
Filed 2026-10-29
Shikiar Asset Management Inc
UNCHANGED
Shares2,549 from 2,549
Change0 (0%)
Value$843 (-$833.2K)
Filed 2026-10-20
Southern Michigan Bank & Trust
INCREASED
Shares2,548 from 2,529
Change+19 (+1%)
Value$843.0K (+$15.1K)
Filed 2026-10-19
Dixon Fnancial Services, Inc.
DECREASED
Shares2,542 from 2,553
Change-11 (0%)
Value$841.0K (+$5.3K)
Filed 2026-10-23
Burkett Asset Management Ltd
DECREASED
Shares2,540 from 2,730
Change-190 (-7%)
Value$840.3K (-$53.3K)
Filed 2026-10-13
Catalyst Private Wealth, LLC
INCREASED
Shares2,535 from 2,407
Change+128 (+5%)
Value$838.7K (+$50.8K)
Filed 2026-10-13
Investment Insight Wealth Management, LLC
DECREASED
Shares2,525 from 2,532
Change-7 (0%)
Value$835.4K (+$6.6K)
Filed 2026-10-30
Arch Global Advisors, LLC
DECREASED
Shares2,517 from 2,527
Change-10 (0%)
Value$832.7K (+$5.5K)
Filed 2026-10-23
Atlatl Advisers LLC
INCREASED
Shares2,515 from 2,468
Change+47 (+2%)
Value$832.0K (+$24.2K)
Filed 2026-10-22
Selective Wealth Management, Inc.
INCREASED
Shares2,508 from 2,038
Change+470 (+23%)
Value$841.6K (+$146.6K)
Filed 2026-10-16
Values Added Financial LLC
INCREASED
Shares2,504 from 2,463
Change+41 (+2%)
Value$828.4K (+$22.2K)
Filed 2026-10-28
jvl associates llc
INCREASED
Shares2,501 from 2,466
Change+35 (+1%)
Value$827.4K (+$20.2K)
Filed 2026-10-09
Sherman Asset Management, Inc.
DECREASED
Shares2,500 from 2,770
Change-270 (-10%)
Value$827.1K (-$79.6K)
Filed 2026-11-05
Rare Wolf Capital LLC
INCREASED
Shares2,498 from 2,048
Change+450 (+22%)
Value$826.4K (+$156.0K)
Filed 2026-10-20
J.M. Arbour, LLC
DECREASED
Shares2,496 from 2,645
Change-149 (-6%)
Value$825.7K (-$40.0K)
Filed 2026-11-05
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares2,492 from 1,416
Change+1,076 (+76%)
Value$824.6K (+$361.1K)
Filed 2026-11-02
Tableaux LLC
INCREASED
Shares2,492 from 2,147
Change+345 (+16%)
Value$824.4K (+$121.7K)
Filed 2026-10-23
Arnhold LLC
UNCHANGED
Shares2,492 from 2,492
Change0 (0%)
Value$824.4K (+$8.7K)
Filed 2026-10-26
Insight Wealth Partners, LLC
DECREASED
Shares2,487 from 2,785
Change-298 (-11%)
Value$822.7K (-$89.0K)
Filed 2026-10-26
Financial Security Advisor, Inc.
DECREASED
Shares2,485 from 2,770
Change-285 (-10%)
Value$822.2K (-$84.7K)
Filed 2026-11-03
Accelerate Investment Advisors LLC
DECREASED
Shares2,476 from 2,567
Change-91 (-4%)
Value$819.1K (-$21.3K)
Filed 2026-11-02
Corundum Trust Company, Inc
UNCHANGED
Shares2,476 from 2,476
Change0 (0%)
Value$819.1K (+$8.7K)
Filed 2026-10-29
Cogent Strategic Wealth LLC
INCREASED
Shares2,475 from 2,468
Change+7 (+0%)
Value$818.8K (+$11.0K)
Filed 2026-10-22
Crescent Grove Advisors, LLC
DECREASED
Shares2,474 from 3,763
Change-1,289 (-34%)
Value$818.4K (-$413.4K)
Filed 2026-10-21
Allen Wealth Management, LLC
DECREASED
Shares2,472 from 2,767
Change-295 (-11%)
Value$817.8K (-$87.9K)
Filed 2026-10-29
Bender Robert & Associates
DECREASED
Shares2,462 from 2,481
Change-19 (-1%)
Value$814.4K (+$2.4K)
Filed 2026-10-21
Madden Securities Corp
DECREASED
Shares2,459 from 2,609
Change-150 (-6%)
Value$813.5K (-$40.5K)
Filed 2026-10-27
Intergy Private Wealth, LLC
DECREASED
Shares2,454 from 2,498
Change-44 (-2%)
Value$811.9K (-$5.8K)
Filed 2026-10-16
Jacobs & Co
INCREASED
Shares2,452 from 2,444
Change+8 (+0%)
Value$811 (+$12)
Filed 2026-10-09
Fonville Wealth Management LLC
INCREASED
Shares2,451 from 1,474
Change+977 (+66%)
Value$810.7K (+$328.2K)
Filed 2026-10-28
LifeGoal Investments, LLC
INCREASED
Shares2,449 from 2,243
Change+206 (+9%)
Value$810.2K (+$76.0K)
Filed 2026-10-09
Odyssey Capital Advisors, Inc.
DECREASED
Shares2,449 from 2,611
Change-162 (-6%)
Value$810.1K (-$44.7K)
Filed 2026-10-26
Clay Northam Wealth Management, LLC
UNCHANGED
Shares2,447 from 2,447
Change0 (0%)
Value$809.5K (+$8.6K)
Filed 2026-10-13
Walker Asset Management, LLC
DECREASED
Shares2,445 from 2,481
Change-36 (-1%)
Value$809.0K (-$3.0K)
Filed 2026-10-13
A4 Wealth Advisors LLC
DECREASED
Shares2,442 from 5,712
Change-3,270 (-57%)
Value$808.0K (-$1.1M)
Filed 2026-10-20
Capitol Family Office, Inc.
DECREASED
Shares2,442 from 2,535
Change-93 (-4%)
Value$808.0K (-$21.8K)
Filed 2026-10-13
Mascagni Wealth Management, Inc.
INCREASED
Shares2,442 from 2,428
Change+14 (+1%)
Value$808.0K (+$13.2K)
Filed 2026-10-23
Lynch Investment Planning, LLC
DECREASED
Shares2,438 from 2,554
Change-116 (-5%)
Value$806.7K (-$29.3K)
Filed 2026-10-27
Compass Financial Group, Inc
INCREASED
Shares2,431 from 2,427
Change+4 (+0%)
Value$804.2K (+$9.7K)
Filed 2026-10-13
Prospect Financial Group LLC
DECREASED
Shares2,417 from 2,725
Change-308 (-11%)
Value$799.6K (-$92.4K)
Filed 2026-11-05
Sloy Dahl & Holst, LLC
DECREASED
Shares2,417 from 2,512
Change-95 (-4%)
Value$799.6K (-$22.6K)
Filed 2026-10-14
Wise Wealth Partners
UNCHANGED
Shares2,415 from 2,415
Change0 (0%)
Value$799.0K (+$8.5K)
Filed 2026-10-14
Arbor Investment Advisors, LLC
UNCHANGED
Shares2,409 from 2,409
Change0 (0%)
Value$797.0K (+$8.4K)
Filed 2026-10-26
6th Street Advisors, LLC
INCREASED
Shares2,391 from 2,390
Change+1 (+0%)
Value$791.0K (+$8.8K)
Filed 2026-10-14
Ellsworth Advisors, LLC
INCREASED
Shares2,387 from 2,178
Change+209 (+10%)
Value$789.6K (+$34.1K)
Filed 2026-10-15
Atlas Private Wealth Advisors
INCREASED
Shares2,385 from 2,382
Change+3 (+0%)
Value$789.0K (+$9.1K)
Filed 2026-10-23
15 Wealth Advisors LLC
NEW
Shares2,381
Change+2,381
Value$787.7K
Filed 2026-10-14
Centennial Wealth Advisory LLC
INCREASED
Shares2,378 from 2,084
Change+294 (+14%)
Value$787.7K (+$105.3K)
Filed 2026-10-16
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares2,349 from 1,846
Change+503 (+27%)
Value$777.5K (+$173.2K)
Filed 2026-10-09
Clean Yield Group
UNCHANGED
Shares2,347 from 2,347
Change0 (0%)
Value$776.5K (+$8.2K)
Filed 2026-10-28
SLT Holdings LLC
DECREASED
Shares2,340 from 2,360
Change-20 (-1%)
Value$774.1K (+$1.6K)
Filed 2026-10-15
Connecticut Capital Management Group, LLC
INCREASED
Shares2,331 from 2,312
Change+19 (+1%)
Value$771.2K (+$14.4K)
Filed 2026-10-29
Corps Capital Advisors, LLC
UNCHANGED
Shares2,330 from 2,330
Change0 (0%)
Value$770.8K (+$8.2K)
Filed 2026-11-05
Squire Investment Management Company, LLC
INCREASED
Shares2,326 from 2,313
Change+13 (+1%)
Value$769.5K (+$12.4K)
Filed 2026-11-03
PCG Asset Management, LLC
DECREASED
Shares2,323 from 8,554
Change-6,231 (-73%)
Value$768.5K (-$2.0M)
Filed 2026-11-05
Investors Research Corp
DECREASED
Shares2,323 from 2,591
Change-268 (-10%)
Value$768.5K (-$79.6K)
Filed 2026-10-07
Ariston Services Group
UNCHANGED
Shares2,321 from 2,321
Change0 (0%)
Value$767.9K (+$8.1K)
Filed 2026-10-16
Wisconsin Wealth Advisors, LLC
INCREASED
Shares2,319 from 2,273
Change+46 (+2%)
Value$767.1K (+$23.3K)
Filed 2026-10-08
Genesis Private Wealth, LLC
DECREASED
Shares2,314 from 2,443
Change-129 (-5%)
Value$765.7K (-$34.1K)
Filed 2026-11-02
Wagner Wealth Management, Corp
DECREASED
Shares2,313 from 2,318
Change-5 (0%)
Value$765.2K (+$6.5K)
Filed 2026-10-20
Balentine LLC
DECREASED
Shares2,309 from 2,565
Change-256 (-10%)
Value$763.9K (-$75.7K)
Filed 2026-11-03
Detalus Advisors, LLC
INCREASED
Shares2,305 from 2,303
Change+2 (+0%)
Value$762.4K (+$8.6K)
Filed 2026-10-15
Sterling Financial Planning, Inc.
DECREASED
Shares2,303 from 2,343
Change-40 (-2%)
Value$761.9K (-$5.0K)
Filed 2026-10-28
Thayer Partners, LLC / MA
INCREASED
Shares2,302 from 2,153
Change+149 (+7%)
Value$761.5K (+$56.6K)
Filed 2026-11-06
MontVue Capital Management, Inc.
UNCHANGED
Shares2,301 from 2,301
Change0 (0%)
Value$761.2K (+$8.1K)
Filed 2026-10-19
Gimbal Financial
INCREASED
Shares2,299 from 2,290
Change+9 (+0%)
Value$760.6K (+$10.8K)
Filed 2026-10-19
Sepio Capital, LP
DECREASED
Shares2,293 from 5,637
Change-3,344 (-59%)
Value$758.9K (-$1.1M)
Filed 2026-10-22
Family Capital Management, Inc.
DECREASED
Shares2,290 from 2,362
Change-72 (-3%)
Value$757.6K (-$15.6K)
Filed 2026-11-03
Advisory Solutions Group, LLC
INCREASED
Shares2,288 from 1,017
Change+1,271 (+125%)
Value$757.1K (+$424.3K)
Filed 2026-10-14
Master's Wealth Management Inc.
INCREASED
Shares2,274 from 2,089
Change+185 (+9%)
Value$752.4K (+$68.6K)
Filed 2026-10-22
Cypress Financial Planning LLC
DECREASED
Shares2,273 from 2,616
Change-343 (-13%)
Value$751.9K (-$104.3K)
Filed 2026-10-09
LongView Wealth Management
DECREASED
Shares2,270 from 2,276
Change-6 (0%)
Value$751.1K (+$6.0K)
Filed 2026-10-19
Broadway Wealth Solutions, Inc.
DECREASED
Shares2,268 from 2,306
Change-38 (-2%)
Value$750.5K (-$4.4K)
Filed 2026-10-21
Piedmont Capital Management, LLC
UNCHANGED
Shares2,268 from 2,268
Change0 (0%)
Value$750.3K (+$7.9K)
Filed 2026-10-21
MKT Advisors LLC
DECREASED
Shares2,253 from 2,520
Change-267 (-11%)
Value$746.8K (-$108.0K)
Filed 2026-10-20
DecisionPoint Financial, LLC
INCREASED
Shares2,252 from 831
Change+1,421 (+171%)
Value$750.2K (+$472.7K)
Filed 2026-10-27
Brummer Multi-Strategy AB
NEW
Shares2,246
Change+2,246
Value$743.0K
Filed 2026-10-27
Avid Wealth Partners LLC
INCREASED
Shares2,244 from 2,211
Change+33 (+1%)
Value$742.4K (+$18.7K)
Filed 2026-11-03
J2 Capital Management Inc
DECREASED
Shares2,235 from 2,247
Change-12 (-1%)
Value$739.4K (+$3.9K)
Filed 2026-10-19
True Link Financial Advisors, LLC
DECREASED
Shares2,231 from 2,434
Change-203 (-8%)
Value$738.1K (-$58.6K)
Filed 2026-10-27
Opus Capital Group, LLC
DECREASED
Shares2,226 from 2,248
Change-22 (-1%)
Value$736 (-$735.3K)
Filed 2026-10-30
MN Wealth Advisors, LLC
INCREASED
Shares2,225 from 2,171
Change+54 (+2%)
Value$736.4K (+$25.6K)
Filed 2026-10-23
IMZ Advisory Inc
INCREASED
Shares2,221 from 2,205
Change+16 (+1%)
Value$734.7K (+$12.9K)
Filed 2026-11-03
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares2,219 from 2,210
Change+9 (+0%)
Value$734.0K (+$10.8K)
Filed 2026-10-14
Southern Capital Advisors, LLC
INCREASED
Shares2,219 from 2,218
Change+1 (+0%)
Value$734.2K (+$8.1K)
Filed 2026-10-26
Tactive Advisors, LLC
DECREASED
Shares2,216 from 2,465
Change-249 (-10%)
Value$733.2K (-$73.9K)
Filed 2026-10-08
Schaper Benz & Wise Investment Counsel Inc
INCREASED
Shares2,216 from 2,143
Change+73 (+3%)
Value$733.0K (+$31.7K)
Filed 2026-10-09
Adamsbrown Wealth Consultants LLC
INCREASED
Shares2,215 from 2,192
Change+23 (+1%)
Value$732.8K (+$15.4K)
Filed 2026-10-20
Cedarwood Wealth LLC
INCREASED
Shares2,205 from 2,193
Change+12 (+1%)
Value$729.5K (+$11.8K)
Filed 2026-11-09
Quad-Cities Investment Group, LLC
INCREASED
Shares2,201 from 2,196
Change+5 (+0%)
Value$728.1K (+$9.4K)
Filed 2026-10-16
Vilga Financial Planning LLC
DECREASED
Shares2,197 from 2,229
Change-32 (-1%)
Value$726.8K (-$2.8K)
Filed 2026-10-09
Putney Financial Group LLC
INCREASED
Shares2,196 from 2,114
Change+82 (+4%)
Value$726.5K (+$34.5K)
Filed 2026-10-30
ASL Financial, LLC
UNCHANGED
Shares2,196 from 2,196
Change0 (0%)
Value$726.5K (+$7.7K)
Filed 2026-10-15
Tamar Securities, LLC
INCREASED
Shares2,193 from 2,177
Change+16 (+1%)
Value$725.6K (+$13.0K)
Filed 2026-11-03
Good Harbor Advisors, Inc.
DECREASED
Shares2,190 from 2,423
Change-233 (-10%)
Value$724.7K (-$68.6K)
Filed 2026-10-20
Hill Island Financial LLC
INCREASED
Shares2,186 from 2,059
Change+127 (+6%)
Value$723.2K (+$49.2K)
Filed 2026-10-20
Copper Harbor Investment Advisors, LLC
DECREASED
Shares2,186 from 2,196
Change-10 (0%)
Value$723.1K (+$4.3K)
Filed 2026-10-16
White Lighthouse Investment Management Inc.
DECREASED
Shares2,184 from 2,187
Change-3 (0%)
Value$722.7K (+$6.8K)
Filed 2026-10-21
CMG Global Holdings, LLC
DECREASED
Shares2,183 from 2,281
Change-98 (-4%)
Value$722.2K (-$24.5K)
Filed 2026-10-14
ARQ Wealth Advisors, LLC
INCREASED
Shares2,182 from 1,697
Change+485 (+29%)
Value$721.7K (+$130.9K)
Filed 2026-10-29
Oceanside Advisors LLC
UNCHANGED
Shares2,176 from 2,176
Change0 (0%)
Value$719.9K (+$7.6K)
Filed 2026-11-03
Alliance Wealth Advisors, LLC
INCREASED
Shares2,165 from 1,867
Change+298 (+16%)
Value$716.2K (+$105.1K)
Filed 2026-10-28
Kaizen Financial Strategies
DECREASED
Shares2,164 from 2,230
Change-66 (-3%)
Value$715.9K (-$29.2K)
Filed 2026-10-09
Reyes Financial Architecture, Inc.
DECREASED
Shares2,157 from 2,772
Change-615 (-22%)
Value$713.5K (-$194.0K)
Filed 2026-10-22
EnRich Financial Partners LLC
NEW
Shares2,155
Change+2,155
Value$713.0K
Filed 2026-10-21
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares2,153 from 2,193
Change-40 (-2%)
Value$712.3K (-$5.6K)
Filed 2026-11-03
Newport Capital Group, LLC
NEW
Shares2,150
Change+2,150
Value$759.2K
Filed 2026-10-16
Wiregrass Investment Management LLC
DECREASED
Shares2,149 from 5,050
Change-2,901 (-57%)
Value$711.0K (-$942.0K)
Filed 2026-11-05
Encompass More Asset Management
INCREASED
Shares2,143 from 2,134
Change+9 (+0%)
Value$708.9K (+$10.1K)
Filed 2026-10-16
Beirne Wealth Consulting Services, LLC
DECREASED
Shares2,141 from 2,252
Change-111 (-5%)
Value$708.5K (-$28.6K)
Filed 2026-10-19
Wealth Advisors Northwest LLC
DECREASED
Shares2,137 from 2,213
Change-76 (-3%)
Value$706.9K (-$17.6K)
Filed 2026-10-29
Argos Wealth Advisors, LLC
UNCHANGED
Shares2,135 from 2,135
Change0 (0%)
Value$706.3K (+$7.5K)
Filed 2026-11-02
Westwood Wealth Management
DECREASED
Shares2,131 from 2,528
Change-397 (-16%)
Value$705.0K (-$122.5K)
Filed 2026-10-29
Seven Hills Financial, LLC
NEW
Shares2,128
Change+2,128
Value$704.1K
Filed 2026-10-13
Foundation Wealth Management, LLC
INCREASED
Shares2,127 from 1,823
Change+304 (+17%)
Value$704.2K (+$107.2K)
Filed 2026-10-22
Factor Wealth Management LTD
DECREASED
Shares2,127 from 2,309
Change-182 (-8%)
Value$703.7K (-$52.1K)
Filed 2026-10-08
Tenzing Financial LLC
DECREASED
Shares2,123 from 2,135
Change-12 (-1%)
Value$708.2K (-$12.9K)
Filed 2026-11-03
Murphy Pohlad Asset Management LLC
DECREASED
Shares2,121 from 2,500
Change-379 (-15%)
Value$701.8K (-$116.8K)
Filed 2026-10-22
Flywheel Private Wealth LLC
UNCHANGED
Shares2,119 from 2,119
Change0 (0%)
Value$701.1K (+$7.4K)
Filed 2026-11-02
True Wealth Design, LLC
INCREASED
Shares2,117 from 2,004
Change+113 (+6%)
Value$700.4K (+$44.4K)
Filed 2026-10-13
PFS Partners, LLC
INCREASED
Shares2,113 from 2,057
Change+56 (+3%)
Value$699.0K (+$25.8K)
Filed 2026-10-21
Verity Asset Management, Inc.
INCREASED
Shares2,106 from 2,056
Change+50 (+2%)
Value$696.9K (+$24.0K)
Filed 2026-10-30
Reap Financial Group, LLC
INCREASED
Shares2,105 from 1,903
Change+202 (+11%)
Value$696.5K (+$73.6K)
Filed 2026-11-02
Kondo Wealth Advisors, Inc.
INCREASED
Shares2,098 from 2,090
Change+8 (+0%)
Value$694.5K (+$10.0K)
Filed 2026-10-19
Walsh & Associates, LLC
INCREASED
Shares2,096 from 2,000
Change+96 (+5%)
Value$693.3K (+$38.6K)
Filed 2026-11-09
Peterson Wealth Advisors, LLC
DECREASED
Shares2,094 from 2,110
Change-16 (-1%)
Value$692.8K (+$2.1K)
Filed 2026-10-08
Foundation Wealth Management, Llc\pa
INCREASED
Shares2,084 from 2,077
Change+7 (+0%)
Value$689.6K (+$9.7K)
Filed 2026-10-14
Wealth Preservation Advisors, LLC
DECREASED
Shares2,081 from 2,469
Change-388 (-16%)
Value$688.5K (-$119.7K)
Filed 2026-11-05
Cowa, LLC
UNCHANGED
Shares2,074 from 2,074
Change0 (0%)
Value$686.1K (+$7.3K)
Filed 2026-10-30
Kelly Financial Services LLC
INCREASED
Shares2,073 from 1,864
Change+209 (+11%)
Value$685.8K (+$75.8K)
Filed 2026-10-20
Rinkey Investments
INCREASED
Shares2,065 from 977
Change+1,088 (+111%)
Value$683.2K (+$363.4K)
Filed 2026-10-28
Comprehensive Financial Planning, Inc.
INCREASED
Shares2,055 from 2,016
Change+39 (+2%)
Value$680.1K (+$20.3K)
Filed 2026-10-27
Plan A Wealth LLC
DECREASED
Shares2,051 from 2,166
Change-115 (-5%)
Value$678.5K (-$30.5K)
Filed 2026-10-08
WBI Investments, LLC
INCREASED
Shares2,049 from 1,935
Change+114 (+6%)
Value$678.0K (+$44.8K)
Filed 2026-11-05
Atwater Malick LLC
INCREASED
Shares2,048 from 2,036
Change+12 (+1%)
Value$677.5K (+$11.1K)
Filed 2026-10-15
Addison Advisors LLC
INCREASED
Shares2,047 from 2,014
Change+33 (+2%)
Value$677.2K (+$17.9K)
Filed 2026-11-06
Stonebridge Financial Planning Group, LLC
DECREASED
Shares2,045 from 2,095
Change-50 (-2%)
Value$676.5K (-$9.2K)
Filed 2026-11-06
Denver PWM, LLC
UNCHANGED
Shares2,044 from 2,044
Change0 (0%)
Value$676.1K (-$65.4K)
Filed 2026-10-22
Henderson Brothers Financial Partners, LLC
INCREASED
Shares2,041 from 2,013
Change+28 (+1%)
Value$675.2K (+$16.3K)
Filed 2026-11-03
Lakewood Asset Management LLC
INCREASED
Shares2,041 from 2,026
Change+15 (+1%)
Value$675.1K (+$12.1K)
Filed 2026-10-26
Sensible Money, LLC
UNCHANGED
Shares2,041 from 2,041
Change0 (0%)
Value$675.2K (+$7.2K)
Filed 2026-10-20
Kaufman Rossin Wealth, LLC
INCREASED
Shares2,037 from 817
Change+1,220 (+149%)
Value$674.0K (+$399.8K)
Filed 2026-10-19
Graham Capital Wealth Management, LLC
DECREASED
Shares2,034 from 2,037
Change-3 (0%)
Value$672.9K (+$6.1K)
Filed 2026-10-26
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares2,029 from 2,029
Change0 (0%)
Value$671.3K (+$7.1K)
Filed 2026-10-30
WealthPoint Financial, LLC
DECREASED
Shares2,027 from 2,042
Change-15 (-1%)
Value$670.6K (+$2.3K)
Filed 2026-11-03
Independence Wealth Advisors, LLC
DECREASED
Shares2,026 from 2,036
Change-10 (0%)
Value$670.3K (+$3.9K)
Filed 2026-10-29
FDx Advisors, Inc.
DECREASED
Shares2,022 from 2,096
Change-74 (-4%)
Value$669.0K (-$17.0K)
Filed 2026-11-09
Fortress Financial Solutions, LLC
NEW
Shares2,020
Change+2,020
Value$668.3K
Filed 2026-10-14
Greenfield Seitz Capital Management, LLC
DECREASED
Shares2,019 from 2,081
Change-62 (-3%)
Value$667.9K (-$13.2K)
Filed 2026-10-29
Capstone Wealth Management Group, Inc.
DECREASED
Shares2,016 from 2,039
Change-23 (-1%)
Value$667.0K (-$596)
Filed 2026-10-19
Fourpath Capital Management, LLC
DECREASED
Shares2,015 from 2,241
Change-226 (-10%)
Value$666.7K (-$66.8K)
Filed 2026-10-19
FWG Investments, Llc.
INCREASED
Shares2,008 from 1,987
Change+21 (+1%)
Value$664.2K (+$13.8K)
Filed 2026-11-03
Thrive Capital Management, LLC
INCREASED
Shares2,005 from 1,885
Change+120 (+6%)
Value$663.3K (+$46.4K)
Filed 2026-10-28
NovaPoint Capital, LLC
DECREASED
Shares2,005 from 2,111
Change-106 (-5%)
Value$663.2K (-$27.7K)
Filed 2026-10-22
ShoreHaven Wealth Partners, LLC
INCREASED
Shares2,004 from 1,577
Change+427 (+27%)
Value$663.1K (+$147.0K)
Filed 2026-10-16
Toth Financial Advisory Corp
DECREASED
Shares2,004 from 2,034
Change-30 (-1%)
Value$662.9K (-$2.8K)
Filed 2026-10-08
Wedgewood Investors Inc
DECREASED
Shares2,001 from 2,059
Change-58 (-3%)
Value$662.0K (-$12.0K)
Filed 2026-10-28
Brooktree Capital Management
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$661.7K (+$7.0K)
Filed 2026-11-09
Councilor Wealth, LLC
DECREASED
Shares1,997 from 2,151
Change-154 (-7%)
Value$660.8K (-$43.4K)
Filed 2026-10-09
Wiser Wealth Management, Inc
INCREASED
Shares1,995 from 1,923
Change+72 (+4%)
Value$660.0K (+$30.6K)
Filed 2026-10-14
Sierra Ocean, LLC
DECREASED
Shares1,993 from 2,005
Change-12 (-1%)
Value$659.3K (+$3.0K)
Filed 2026-11-03
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED
Shares1,990 from 1,990
Change0 (0%)
Value$658.4K (+$7.0K)
Filed 2026-11-02
Junk Investment Group, LLC
INCREASED
Shares1,988 from 1,963
Change+25 (+1%)
Value$657.8K (+$15.2K)
Filed 2026-10-19
Avondale Wealth Management
INCREASED
Shares1,986 from 1,675
Change+311 (+19%)
Value$657.0K (+$108.8K)
Filed 2026-10-15
CDM Financial Counseling Services, Inc.
INCREASED
Shares1,983 from 1,934
Change+49 (+3%)
Value$655.9K (+$22.8K)
Filed 2026-10-15
10Elms LLP
UNCHANGED
Shares1,976 from 1,976
Change0 (0%)
Value$653.7K (+$6.9K)
Filed 2026-11-06
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares1,974 from 1,982
Change-8 (0%)
Value$653.0K (+$4.3K)
Filed 2026-10-28
RTD Financial Advisors, Inc.
DECREASED
Shares1,972 from 2,240
Change-268 (-12%)
Value$652.4K (-$80.8K)
Filed 2026-10-09
Tradewinds Capital Management, LLC
INCREASED
Shares1,971 from 1,821
Change+150 (+8%)
Value$652.1K (+$56.0K)
Filed 2026-10-23
Milestone Asset Management Group, LLC
INCREASED
Shares1,970 from 1,965
Change+5 (+0%)
Value$651.8K (+$8.4K)
Filed 2026-10-20
Kearns & Associates LLC
UNCHANGED
Shares1,967 from 1,967
Change0 (0%)
Value$650.7K (+$6.9K)
Filed 2026-10-09
Riggs Asset Managment Co. Inc.
UNCHANGED
Shares1,967 from 1,967
Change0 (0%)
Value$650.7K (+$6.9K)
Filed 2026-11-05
Stewardship Advisors, LLC
INCREASED
Shares1,961 from 1,944
Change+17 (+1%)
Value$648.8K (+$12.4K)
Filed 2026-10-20
MW Advisory, LLC
INCREASED
Shares1,956 from 1,942
Change+14 (+1%)
Value$647.2K (+$11.4K)
Filed 2026-10-19
Sprinkle Financial Consultants LLC
DECREASED
Shares1,955 from 2,018
Change-63 (-3%)
Value$646.8K (-$13.8K)
Filed 2026-10-09
Dynamic Wealth Strategies, LLC
DECREASED
Shares1,954 from 2,220
Change-266 (-12%)
Value$646.4K (-$80.2K)
Filed 2026-10-16
Horizon Financial Services, LLC
INCREASED
Shares1,951 from 1,687
Change+264 (+16%)
Value$645.3K (+$92.9K)
Filed 2026-11-04
Presilium Private Wealth, LLC
NEW
Shares1,946
Change+1,946
Value$643.9K
Filed 2026-10-26
Cushing Capital Partners, LLC
INCREASED
Shares1,937 from 1,757
Change+180 (+10%)
Value$640.7K (+$65.6K)
Filed 2026-10-20
Echo45 Advisors LLC
INCREASED
Shares1,932 from 1,578
Change+354 (+22%)
Value$639.2K (+$122.7K)
Filed 2026-10-07
Bestgate Wealth Advisors, LLC
INCREASED
Shares1,929 from 1,806
Change+123 (+7%)
Value$638.1K (+$47.0K)
Filed 2026-10-13
Thoma Capital Management LLC
DECREASED
Shares1,927 from 1,996
Change-69 (-3%)
Value$637.7K (-$15.8K)
Filed 2026-10-19
Brooklyn FI, LLC
INCREASED
Shares1,926 from 223
Change+1,703 (+764%)
Value$678.2K (+$600.5K)
Filed 2026-11-05
Dogwood Wealth Management LLC
DECREASED
Shares1,923 from 3,081
Change-1,158 (-38%)
Value$636.2K (-$372.3K)
Filed 2026-11-09
R. W. Roge & Company, Inc.
DECREASED
Shares1,918 from 1,934
Change-16 (-1%)
Value$635.0K (+$2.0K)
Filed 2026-11-04
CV Advisors LLC
UNCHANGED
Shares1,918 from 1,918
Change0 (0%)
Value$634.5K (+$6.7K)
Filed 2026-10-13
MFG Investments, LLC
NEW
Shares1,917
Change+1,917
Value$634.3K
Filed 2026-10-30
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares1,910 from 1,805
Change+105 (+6%)
Value$632.0K (+$41.2K)
Filed 2026-10-13
Single Point Partners, LLC
DECREASED
Shares1,908 from 3,482
Change-1,574 (-45%)
Value$631.2K (-$508.5K)
Filed 2026-10-19
Legacy Financial Group, Inc.
INCREASED
Shares1,902 from 1,866
Change+36 (+2%)
Value$629.2K (+$18.4K)
Filed 2026-10-21
Adkins Seale Capital Management LLC
UNCHANGED
Shares1,902 from 1,902
Change0 (0%)
Value$629.2K (+$6.7K)
Filed 2026-10-27
Joel Adams & Associates, Inc.
UNCHANGED
Shares1,899 from 1,899
Change0 (0%)
Value$628.2K (+$6.6K)
Filed 2026-11-02
GreatBanc Trust Co
INCREASED
Shares1,896 from 1,874
Change+22 (+1%)
Value$627.3K (+$13.8K)
Filed 2026-11-04
Builder Investment Group Inc
DECREASED
Shares1,895 from 1,945
Change-50 (-3%)
Value$626.9K (-$9.7K)
Filed 2026-10-22
Warburton Capital Management, LLC
INCREASED
Shares1,894 from 1,795
Change+99 (+6%)
Value$640.1K (+$53.1K)
Filed 2026-11-06
HFR Wealth Management, LLC
UNCHANGED
Shares1,886 from 1,886
Change0 (0%)
Value$623.9K (+$6.6K)
Filed 2026-11-09
Three Bridge Wealth Advisors, LLC
INCREASED
Shares1,884 from 1,880
Change+4 (+0%)
Value$623.3K (+$7.9K)
Filed 2026-11-05
Hegarty Advisors, LLC
UNCHANGED
Shares1,883 from 1,883
Change0 (0%)
Value$623.0K (+$6.6K)
Filed 2026-10-20
ERn Financial, LLC
INCREASED
Shares1,882 from 1,825
Change+57 (+3%)
Value$622.5K (+$25.0K)
Filed 2026-10-28
Foresight Capital Management Advisors, Inc.
DECREASED
Shares1,868 from 1,889
Change-21 (-1%)
Value$618.0K (-$376)
Filed 2026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,852 from 1,852
Change0 (0%)
Value$612.9K (+$6.5K)
Filed 2026-10-23
Gladwyn Financial Advisors, Inc.
UNCHANGED
Shares1,852 from 1,852
Change0 (0%)
Value$612.8K (+$6.5K)
Filed 2026-10-05
RBA Wealth Management, LLC
NEW
Shares1,847
Change+1,847
Value$611.0K
Filed 2026-10-28
JIM Saulnier & Associates, LLC
INCREASED
Shares1,847 from 1,192
Change+655 (+55%)
Value$611.2K (+$221.0K)
Filed 2026-11-04
Gordian Advisors LLC
UNCHANGED
Shares1,842 from 1,842
Change0 (0%)
Value$609.6K (+$6.6K)
Filed 2026-10-30
Southern Financial Group, LLC
DECREASED
Shares1,838 from 1,907
Change-69 (-4%)
Value$608.4K (-$16.0K)
Filed 2026-10-30
LFA - Lugano Financial Advisors SA
DECREASED
Shares1,837 from 1,850
Change-13 (-1%)
Value$607.7K (+$2.2K)
Filed 2026-11-03
Power Wealth Management LLC
DECREASED
Shares1,829 from 1,948
Change-119 (-6%)
Value$605.1K (-$32.6K)
Filed 2026-10-27
Alkeme Wealth, LLC
DECREASED
Shares1,816 from 1,890
Change-74 (-4%)
Value$600.7K (-$17.9K)
Filed 2026-10-08
waypoint wealth counsel
INCREASED
Shares1,814 from 1,709
Change+105 (+6%)
Value$600.1K (+$40.5K)
Filed 2026-10-22
Box Hill Private Wealth LLC
DECREASED
Shares1,813 from 1,849
Change-36 (-2%)
Value$599.9K (-$5.4K)
Filed 2026-10-05
Momentous Wealth Management, Inc.
INCREASED
Shares1,809 from 1,722
Change+87 (+5%)
Value$598.5K (+$34.8K)
Filed 2026-10-21
Midwest Financial Partners Investments, Inc.
DECREASED
Shares1,809 from 1,819
Change-10 (-1%)
Value$598.5K (+$3.1K)
Filed 2026-10-08
Stewardship Concepts Financial Services LLC
DECREASED
Shares1,808 from 1,937
Change-129 (-7%)
Value$598.2K (-$35.8K)
Filed 2026-10-06
Reicon Wealth Advisors, LLC
DECREASED
Shares1,807 from 1,907
Change-100 (-5%)
Value$597.8K (-$26.4K)
Filed 2026-11-04
Able Wealth Management LLC
DECREASED
Shares1,806 from 2,278
Change-472 (-21%)
Value$600.2K (-$145.3K)
Filed 2026-10-13
Gill Capital Partners, LLC
INCREASED
Shares1,806 from 1,751
Change+55 (+3%)
Value$597.5K (+$24.3K)
Filed 2026-10-13
Wright Wealth LLC
UNCHANGED
Shares1,801 from 1,801
Change0 (0%)
Value$595.8K (+$6.3K)
Filed 2026-10-29
Sentinel Pension Advisors, LLC
INCREASED
Shares1,799 from 1,311
Change+488 (+37%)
Value$595.2K (+$148.0K)
Filed 2026-11-02
Guilbault Capital LLC
DECREASED
Shares1,792 from 1,862
Change-70 (-4%)
Value$592.9K (-$16.6K)
Filed 2026-10-28
21 West Wealth Management LLC
DECREASED
Shares1,790 from 1,862
Change-72 (-4%)
Value$592.2K (-$17.3K)
Filed 2026-10-13
Smart Wealth LLC
DECREASED
Shares1,786 from 2,290
Change-504 (-22%)
Value$590.9K (-$158.9K)
Filed 2026-11-04
Monograph Wealth Advisors, LLC
INCREASED
Shares1,786 from 1,492
Change+294 (+20%)
Value$590.9K (+$102.5K)
Filed 2026-11-09
Renaissance Investment Group LLC
INCREASED
Shares1,782 from 1,576
Change+206 (+13%)
Value$589.5K (+$73.7K)
Filed 2026-10-28
Garner Asset Management Corp
INCREASED
Shares1,781 from 1,756
Change+25 (+1%)
Value$594.9K (+$20.0K)
Filed 2026-10-30
Navigate Wealth Management, LLC
DECREASED
Shares1,775 from 2,192
Change-417 (-19%)
Value$591.1K (-$156.6K)
Filed 2026-10-14
Cooke & Bieler LP
DECREASED
Shares1,775 from 1,872
Change-97 (-5%)
Value$587.2K (-$25.5K)
Filed 2026-10-21
Elm3 Financial Group, LLC
DECREASED
Shares1,774 from 1,811
Change-37 (-2%)
Value$586.8K (-$6.1K)
Filed 2026-10-07
RAM Investment Partners, LLC
INCREASED
Shares1,772 from 1,743
Change+29 (+2%)
Value$586.1K (+$15.7K)
Filed 2026-10-21
Sterling Investment Management, LLC
INCREASED
Shares1,762 from 1,735
Change+27 (+2%)
Value$582.9K (+$15.0K)
Filed 2026-10-16
Baskin Financial Services Inc.
INCREASED
Shares1,761 from 1,541
Change+220 (+14%)
Value$583 (+$79)
Filed 2026-10-19
Yoder Wealth Management, Inc.
INCREASED
Shares1,757 from 1,727
Change+30 (+2%)
Value$581.3K (+$16.0K)
Filed 2026-10-13
CGC Financial Services, LLC
UNCHANGED
Shares1,753 from 1,753
Change0 (0%)
Value$579.9K (+$6.1K)
Filed 2026-10-13
Human Investing LLC
INCREASED
Shares1,748 from 1,277
Change+471 (+37%)
Value$578.3K (+$160.3K)
Filed 2026-10-19
Kwmg, LLC
INCREASED
Shares1,748 from 1,713
Change+35 (+2%)
Value$578.3K (+$17.6K)
Filed 2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,747 from 8,058
Change-6,311 (-78%)
Value$577.9K (-$2.1M)
Filed 2026-10-14
MMA Asset Management LLC
DECREASED
Shares1,738 from 1,762
Change-24 (-1%)
Value$574.9K (-$2.0K)
Filed 2026-11-02
ADG Wealth Management Group, LLC
UNCHANGED
Shares1,735 from 1,735
Change0 (0%)
Value$574.1K (+$6.1K)
Filed 2026-10-23
Berkshire Money Management, Inc.
NEW
Shares1,730
Change+1,730
Value$572.3K
Filed 2026-10-21
North Forty Two & Co.
DECREASED
Shares1,729 from 1,779
Change-50 (-3%)
Value$572.0K (-$10.3K)
Filed 2026-10-19
Noble Wealth Management PBC
DECREASED
Shares1,725 from 1,799
Change-74 (-4%)
Value$570.7K (-$18.2K)
Filed 2026-10-01
American Institute for Advanced Investment Management, LLP
INCREASED
Shares1,725 from 1,675
Change+50 (+3%)
Value$570.7K (+$22.4K)
Filed 2026-11-03
Nova R Wealth, Inc.
INCREASED
Shares1,725 from 1,703
Change+22 (+1%)
Value$570.8K (+$13.3K)
Filed 2026-10-26
25 LLC
DECREASED
Shares1,724 from 1,782
Change-58 (-3%)
Value$570.3K (-$13.1K)
Filed 2026-10-13
Kelly Financial Group LLC
INCREASED
Shares1,719 from 1,299
Change+420 (+32%)
Value$568.7K (+$143.5K)
Filed 2026-10-16
RM Financial Services, LLC
INCREASED
Shares1,716 from 1,711
Change+5 (+0%)
Value$567.7K (+$7.6K)
Filed 2026-11-03
Defender Capital, Llc.
UNCHANGED
Shares1,716 from 1,716
Change0 (0%)
Value$567.7K (+$6.0K)
Filed 2026-10-01
Gratus Wealth Advisors, LLC
DECREASED
Shares1,715 from 2,213
Change-498 (-22%)
Value$567.4K (-$157.2K)
Filed 2026-10-26
Sage Capital Advisors,llc
DECREASED
Shares1,715 from 1,725
Change-10 (-1%)
Value$567.4K (+$2.8K)
Filed 2026-10-13
Richmond Investment Services, LLC
INCREASED
Shares1,713 from 1,401
Change+312 (+22%)
Value$566.7K (+$108.0K)
Filed 2026-10-29
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares1,708 from 1,666
Change+42 (+3%)
Value$565.0K (+$19.7K)
Filed 2026-10-28
Davidson Kahn Capital Management, LLC
INCREASED
Shares1,708 from 1,697
Change+11 (+1%)
Value$565.1K (+$9.6K)
Filed 2026-10-26
Innova Wealth Partners
DECREASED
Shares1,706 from 1,717
Change-11 (-1%)
Value$564.3K (+$2.2K)
Filed 2026-10-21
New Perspectives, Inc
UNCHANGED
Shares1,704 from 1,704
Change0 (0%)
Value$563.7K (+$6.0K)
Filed 2026-10-14
Waystone Advisors LLC
UNCHANGED
Shares1,702 from 1,702
Change0 (0%)
Value$557.1K ($0)
Filed 2026-10-16
Banyan Capital Management, Inc.
DECREASED
Shares1,700 from 1,810
Change-110 (-6%)
Value$562.4K (-$30.1K)
Filed 2026-11-05
Walker Financial Services, Inc.
INCREASED
Shares1,700 from 1,660
Change+40 (+2%)
Value$562.6K (+$19.1K)
Filed 2026-10-26
AdviceOne Advisory Services, LLC
INCREASED
Shares1,699 from 1,278
Change+421 (+33%)
Value$562.1K (+$143.8K)
Filed 2026-10-19
Robinson Smith Wealth Advisors LLC
INCREASED
Shares1,698 from 1,678
Change+20 (+1%)
Value$561.7K (+$12.5K)
Filed 2026-10-22
Shade Tree Advisors LLC
NEW
Shares1,696
Change+1,696
Value$561.2K
Filed 2026-10-22
Bdfs Capital LLC
DECREASED
Shares1,696 from 1,713
Change-17 (-1%)
Value$561.2K (+$407)
Filed 2026-10-14
Ares Financial Consulting, LLC
INCREASED
Shares1,694 from 1,693
Change+1 (+0%)
Value$560.3K (+$6.3K)
Filed 2026-10-19
Continuum Wealth Advisors, LLC
UNCHANGED
Shares1,690 from 1,690
Change0 (0%)
Value$559.1K (+$5.9K)
Filed 2026-10-20
Pathway Financial Advisors LLC
INCREASED
Shares1,689 from 1,687
Change+2 (+0%)
Value$558.8K (-$5.5K)
Filed 2026-10-07
James Reed Financial Services, Inc.
UNCHANGED
Shares1,684 from 1,684
Change0 (0%)
Value$557.1K (+$5.9K)
Filed 2026-10-26
Stone House Investment Management, LLC
INCREASED
Shares1,680 from 1,354
Change+326 (+24%)
Value$556.0K (+$112.7K)
Filed 2026-10-23
Frederick Financial Consultants, LLC
INCREASED
Shares1,680 from 1,610
Change+70 (+4%)
Value$555.8K (+$28.7K)
Filed 2026-10-29
Instrumental Wealth, LLC
INCREASED
Shares1,676 from 1,617
Change+59 (+4%)
Value$554.5K (+$25.2K)
Filed 2026-10-20
Capstone Wealth Management Group, LLC
INCREASED
Shares1,676 from 1,660
Change+16 (+1%)
Value$528.6K (-$14.7K)
Filed 2026-11-05
Eurizon SLJ Capital Ltd
DECREASED
Shares1,672 from 1,922
Change-250 (-13%)
Value$553.1K (-$76.0K)
Filed 2026-11-06
WT Wealth Management
UNCHANGED
Shares1,670 from 1,670
Change0 (0%)
Value$552.5K (+$5.8K)
Filed 2026-10-13
Tsfg, LLC
DECREASED
Shares1,668 from 3,995
Change-2,327 (-58%)
Value$552 (-$1.3M)
Filed 2026-10-23
Columbus Macro, LLC
DECREASED
Shares1,662 from 1,673
Change-11 (-1%)
Value$549.7K (+$2.0K)
Filed 2026-10-14
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares1,660 from 1,590
Change+70 (+4%)
Value$549.3K (+$28.7K)
Filed 2026-10-16
Liberty Atlantic Advisors LLC
INCREASED
Shares1,654 from 1,000
Change+654 (+65%)
Value$547.3K (+$219.9K)
Filed 2026-10-14
Endowment Wealth Management, Inc.
DECREASED
Shares1,649 from 1,665
Change-16 (-1%)
Value$545.4K (+$627)
Filed 2026-11-03
Saxony Capital Management, LLC
INCREASED
Shares1,646 from 1,568
Change+78 (+5%)
Value$544.5K (+$31.3K)
Filed 2026-10-15
Boyd Wealth Management, LLC
INCREASED
Shares1,641 from 1,608
Change+33 (+2%)
Value$543.0K (+$16.5K)
Filed 2026-10-20
Asset Allocation Strategies LLC
INCREASED
Shares1,640 from 1,593
Change+47 (+3%)
Value$542.7K (+$21.4K)
Filed 2026-10-20
Blue Water Asset Management
INCREASED
Shares1,637 from 1,589
Change+48 (+3%)
Value$541.6K (+$21.4K)
Filed 2026-11-04
Urban Wealth Management, LLC
UNCHANGED
Shares1,636 from 1,636
Change0 (0%)
Value$541.3K (+$5.7K)
Filed 2026-10-21
Guardian Financial Partners, LLC
INCREASED
Shares1,633 from 1,339
Change+294 (+22%)
Value$540.2K (+$101.9K)
Filed 2026-11-04
RS Crum Inc.
INCREASED
Shares1,633 from 1,508
Change+125 (+8%)
Value$540.3K (+$46.6K)
Filed 2026-10-19
Wespac Advisors, LLC
INCREASED
Shares1,628 from 1,389
Change+239 (+17%)
Value$538.6K (+$83.9K)
Filed 2026-10-26
Greenup Street Wealth Management LLC
INCREASED
Shares1,621 from 1,568
Change+53 (+3%)
Value$536.3K (+$23.2K)
Filed 2026-10-28
Prescott Group Capital Management, L.L.C.
UNCHANGED
Shares1,620 from 1,620
Change0 (0%)
Value$535.9K (+$5.7K)
Filed 2026-10-30
Bauman Advisory Group, LLC
DECREASED
Shares1,619 from 2,075
Change-456 (-22%)
Value$535.5K (-$143.7K)
Filed 2026-10-29
Lifestyle Asset Management, Inc.
INCREASED
Shares1,616 from 1,363
Change+253 (+19%)
Value$534.6K (+$88.5K)
Filed 2026-10-20
Clarus Wealth Advisors
DECREASED
Shares1,615 from 1,709
Change-94 (-5%)
Value$537.8K (-$27.3K)
Filed 2026-10-13
Succession Financial, Inc.
NEW
Shares1,614
Change+1,614
Value$534.0K
Filed 2026-10-14
Blackston Financial Advisory Group, LLC
INCREASED
Shares1,614 from 1,491
Change+123 (+8%)
Value$534.0K (+$46.1K)
Filed 2026-11-04
Cannon Financial Strategists, Inc.
UNCHANGED
Shares1,612 from 1,612
Change0 (0%)
Value$533.3K (+$5.6K)
Filed 2026-10-19
T3 Companies, LLC
NEW
Shares1,611
Change+1,611
Value$533.0K
Filed 2026-10-22
Ramiah Investment Group
INCREASED
Shares1,609 from 1,411
Change+198 (+14%)
Value$532.3K (+$70.4K)
Filed 2026-10-20
Granite FO LLC
UNCHANGED
Shares1,608 from 1,608
Change0 (0%)
Value$532.0K (+$5.6K)
Filed 2026-10-14
Lincoln Capital Corp
DECREASED
Shares1,606 from 1,992
Change-386 (-19%)
Value$531.3K (-$120.7K)
Filed 2026-10-13
Mezzasalma Advisors, LLC
INCREASED
Shares1,598 from 1,514
Change+84 (+6%)
Value$528.7K (+$33.1K)
Filed 2026-10-14
Valtinson Bruner Financial Planning LLC
INCREASED
Shares1,598 from 1,586
Change+12 (+1%)
Value$528.6K (+$9.5K)
Filed 2026-11-02
Carderock Capital Management Inc
DECREASED
Shares1,597 from 1,651
Change-54 (-3%)
Value$528.3K (-$12.1K)
Filed 2026-10-22
Silver Oak Advisory Group, Inc.
UNCHANGED
Shares1,597 from 1,597
Change0 (0%)
Value$528.3K (+$6.3K)
Filed 2026-11-06
PPS&V Asset Management Consultants, Inc.
INCREASED
Shares1,596 from 1,585
Change+11 (+1%)
Value$527.9K (+$9.1K)
Filed 2026-10-06
Kelman-Lazarov, Inc.
INCREASED
Shares1,595 from 1,479
Change+116 (+8%)
Value$527.5K (+$43.6K)
Filed 2026-11-09
RMG Wealth Management LLC
DECREASED
Shares1,593 from 1,605
Change-12 (-1%)
Value$533.1K (-$53.1K)
Filed 2026-10-26
IMG Wealth Management, Inc.
INCREASED
Shares1,590 from 1,517
Change+73 (+5%)
Value$526.0K (+$29.5K)
Filed 2026-10-27
Solano Wealth Investment Advisors LLC
DECREASED
Shares1,588 from 1,625
Change-37 (-2%)
Value$525.4K (-$6.8K)
Filed 2026-11-06
Belleair Asset Management, LLC
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$524.4K (+$5.5K)
Filed 2026-11-03
Lipe & Dalton
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$524 (+$5)
Filed 2026-10-15
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares1,577 from 729
Change+848 (+116%)
Value$521.7K (+$283.1K)
Filed 2026-10-16
Altar Rock LLC
INCREASED
Shares1,576 from 1,540
Change+36 (+2%)
Value$527.4K (+$23.3K)
Filed 2026-11-06
Omnitrust Wealth Management, Inc
NEW
Shares1,573
Change+1,573
Value$520.4K
Filed 2026-11-02
Family Investment Center, Inc.
INCREASED
Shares1,573 from 1,041
Change+532 (+51%)
Value$520.4K (+$179.7K)
Filed 2026-10-19
Tarbox Family Office, Inc.
INCREASED
Shares1,573 from 1,471
Change+102 (+7%)
Value$520.4K (+$38.9K)
Filed 2026-10-23
First Growth Capital LLC
INCREASED
Shares1,570 from 1,562
Change+8 (+1%)
Value$519.5K (+$8.1K)
Filed 2026-10-15
Heritage Wealth Management, Inc.
DECREASED
Shares1,565 from 1,616
Change-51 (-3%)
Value$517.8K (-$11.2K)
Filed 2026-10-27
Inlight Wealth Management, LLC
INCREASED
Shares1,561 from 824
Change+737 (+89%)
Value$516.4K (+$246.7K)
Filed 2026-10-21
IronBridge Private Wealth, LLC
DECREASED
Shares1,559 from 1,656
Change-97 (-6%)
Value$515.6K (-$26.5K)
Filed 2026-11-03
Retirement Solution LLC
INCREASED
Shares1,558 from 1,094
Change+464 (+42%)
Value$515.5K (+$157.3K)
Filed 2026-10-27
Manchester Financial Inc
DECREASED
Shares1,557 from 1,578
Change-21 (-1%)
Value$515.3K (-$1.3K)
Filed 2026-10-15
Chickasaw Capital Management LLC
DECREASED
Shares1,556 from 1,891
Change-335 (-18%)
Value$514.8K (+$514.2K)
Filed 2026-10-08
Silverberg Bernstein Capital Management LLC
UNCHANGED
Shares1,554 from 1,554
Change0 (0%)
Value$514.1K (+$5.4K)
Filed 2026-10-13
Financial Concepts Unlimited, Inc.
INCREASED
Shares1,553 from 1,549
Change+4 (+0%)
Value$513.8K (+$6.8K)
Filed 2026-11-06
Edmp, Inc.
UNCHANGED
Shares1,553 from 1,553
Change0 (0%)
Value$513.7K (+$5.5K)
Filed 2026-10-22
Independent Wealth Network Inc.
INCREASED
Shares1,552 from 1,430
Change+122 (+9%)
Value$513.4K (+$45.3K)
Filed 2026-10-19
Bourne Lent Asset Management Inc
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$512.8K (+$5.4K)
Filed 2026-11-05
Dodds Wealth, LLC
INCREASED
Shares1,548 from 1,547
Change+1 (+0%)
Value$512.1K (+$5.7K)
Filed 2026-11-02
Sage Financial Management Group, Inc.
DECREASED
Shares1,545 from 1,607
Change-62 (-4%)
Value$511.1K (-$14.9K)
Filed 2026-11-06
Financial Planning Navigators Corp
INCREASED
Shares1,542 from 1,404
Change+138 (+10%)
Value$510.1K (+$50.6K)
Filed 2026-10-14
Blue Zone Wealth Advisors, LLC
INCREASED
Shares1,542 from 1,477
Change+65 (+4%)
Value$510.1K (+$26.7K)
Filed 2026-10-19
Olio Financial Planning
DECREASED
Shares1,539 from 2,015
Change-476 (-24%)
Value$509.1K (-$150.4K)
Filed 2026-10-22
Demars Financial Group, LLC
INCREASED
Shares1,533 from 1,471
Change+62 (+4%)
Value$507.1K (+$25.5K)
Filed 2026-10-22
Burns Matteson Capital Management, LLC
INCREASED
Shares1,531 from 1,526
Change+5 (+0%)
Value$506.4K (+$7.1K)
Filed 2026-10-16
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares1,530 from 1,505
Change+25 (+2%)
Value$506.3K (+$13.8K)
Filed 2026-10-15
Curran Financial Partners, LLC
INCREASED
Shares1,529 from 1,049
Change+480 (+46%)
Value$505.7K (+$162.5K)
Filed 2026-11-04
Towerpoint Wealth, LLC
DECREASED
Shares1,523 from 1,638
Change-115 (-7%)
Value$504.0K (-$32.2K)
Filed 2026-10-13
Kraematon Investment Advisors, Inc
INCREASED
Shares1,522 from 1,516
Change+6 (+0%)
Value$503.4K (+$7.2K)
Filed 2026-11-02
Pinnacle Financial Group, LLC / IL
INCREASED
Shares1,521 from 1,475
Change+46 (+3%)
Value$503.2K (+$20.4K)
Filed 2026-10-29
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares1,520 from 1,501
Change+19 (+1%)
Value$502.9K (+$11.5K)
Filed 2026-10-30
Godsey & Gibb, Inc
INCREASED
Shares1,514 from 1,501
Change+13 (+1%)
Value$500.9K (+$9.6K)
Filed 2026-10-14
Welch Financial Planning, LLC
INCREASED
Shares1,513 from 1,389
Change+124 (+9%)
Value$500.5K (+$45.9K)
Filed 2026-11-06
Joseph P. Lucia & Associates, LLC
INCREASED
Shares1,510 from 1,509
Change+1 (+0%)
Value$499.5K (+$5.5K)
Filed 2026-10-30
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares1,508 from 1,565
Change-57 (-4%)
Value$498.8K (-$13.6K)
Filed 2026-10-26
Cottonwood Capital Advisors, LLC
INCREASED
Shares1,506 from 1,499
Change+7 (+0%)
Value$498.3K (+$7.7K)
Filed 2026-10-20
Clientfirst Wealth Management, LLC
UNCHANGED
Shares1,504 from 1,504
Change0 (0%)
Value$497.6K (+$5.3K)
Filed 2026-11-04
Madrona Financial Services, LLC
DECREASED
Shares1,500 from 1,506
Change-6 (0%)
Value$496.3K (+$3.3K)
Filed 2026-10-23
Fearless Solutions, LLC dba Best Invest
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$496.2K (+$5.3K)
Filed 2026-10-14
Nottingham Advisors, Inc.
UNCHANGED
Shares1,499 from 1,499
Change0 (0%)
Value$499.4K (-$8.5K)
Filed 2026-10-29
Kendall Capital Management
UNCHANGED
Shares1,498 from 1,498
Change0 (0%)
Value$495.6K (+$5.2K)
Filed 2026-10-23
Mitchell & Pahl Private Wealth, LLC
UNCHANGED
Shares1,498 from 1,498
Change0 (0%)
Value$495.6K (+$5.2K)
Filed 2026-10-14
JDH Wealth Management, LLC
INCREASED
Shares1,497 from 1,374
Change+123 (+9%)
Value$495.4K (+$45.6K)
Filed 2026-10-20
PMG Family Office LLC
INCREASED
Shares1,487 from 1,451
Change+36 (+2%)
Value$491.9K (+$17.0K)
Filed 2026-10-19
Williams & Novak Wealth Management, LLC
INCREASED
Shares1,486 from 1,404
Change+82 (+6%)
Value$491.5K (+$32.0K)
Filed 2026-10-09
Oasis Advisors, LLC
NEW
Shares1,484
Change+1,484
Value$491.3K
Filed 2026-10-16
Enzi Wealth
INCREASED
Shares1,483 from 1,304
Change+179 (+14%)
Value$491.5K (+$44.4K)
Filed 2026-10-14
Archvest Wealth Advisors, Inc.
INCREASED
Shares1,481 from 1,130
Change+351 (+31%)
Value$489.9K (+$119.9K)
Filed 2026-10-29
Lutz Financial Services LLC
INCREASED
Shares1,480 from 1,411
Change+69 (+5%)
Value$489.6K (+$27.8K)
Filed 2026-11-06
Tenon Financial LLC
INCREASED
Shares1,476 from 636
Change+840 (+132%)
Value$488.1K (+$280.1K)
Filed 2026-10-14
Hoge Financial Services, LLC
INCREASED
Shares1,476 from 1,453
Change+23 (+2%)
Value$488.5K (+$13.0K)
Filed 2026-11-05
Nearside Advisors, LLC
NEW
Shares1,472
Change+1,472
Value$487.0K
Filed 2026-10-20
RFG Holdings, Inc.
DECREASED
Shares1,472 from 1,510
Change-38 (-3%)
Value$487.2K (-$7.2K)
Filed 2026-10-30
Cooke Wealth Management, LLC
UNCHANGED
Shares1,468 from 1,468
Change0 (0%)
Value$485.7K (+$5.1K)
Filed 2026-10-13
Redwood Financial Network Corp
INCREASED
Shares1,459 from 1,455
Change+4 (+0%)
Value$482.6K (+$6.3K)
Filed 2026-11-03
Bellecapital International Ltd.
UNCHANGED
Shares1,459 from 1,459
Change0 (0%)
Value$482.7K (+$5.1K)
Filed 2026-10-21
Kagan Cocozza Asset Management
DECREASED
Shares1,456 from 1,515
Change-59 (-4%)
Value$481.7K (-$14.2K)
Filed 2026-10-19
GK Wealth Management LLC
DECREASED
Shares1,454 from 1,755
Change-301 (-17%)
Value$481.2K (-$93.5K)
Filed 2026-10-09
Prota Financial, LLC
UNCHANGED
Shares1,451 from 1,451
Change0 (0%)
Value$483.4K (-$1.3K)
Filed 2026-10-08
Pacific Sage Partners, LLC
DECREASED
Shares1,450 from 1,464
Change-14 (-1%)
Value$479.9K (+$565)
Filed 2026-10-21
Pathway Wealth Management LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$479.7K (+$5.1K)
Filed 2026-10-19
Luken Investment Analytics, LLC
UNCHANGED
Shares1,439 from 1,439
Change0 (0%)
Value$476.1K (+$5.0K)
Filed 2026-11-06
Integrated Capital Management, LLC
INCREASED
Shares1,438 from 1,437
Change+1 (+0%)
Value$475.7K (+$5.2K)
Filed 2026-10-23
Shira Ridge Wealth Management
DECREASED
Shares1,431 from 2,050
Change-619 (-30%)
Value$473.3K (-$197.6K)
Filed 2026-10-09
Value Investment Professionals, LLC
INCREASED
Shares1,427 from 1,425
Change+2 (+0%)
Value$472.2K (+$5.8K)
Filed 2026-10-13
AXS Investments LLC
DECREASED
Shares1,426 from 1,847
Change-421 (-23%)
Value$471.8K (-$132.8K)
Filed 2026-11-04
Vanguard Capital Wealth Advisors
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$471.4K (+$5.0K)
Filed 2026-10-16
MQS Management LLC
NEW
Shares1,424
Change+1,424
Value$471.1K
Filed 2026-11-06
Crane Advisory, LLC
UNCHANGED
Shares1,416 from 1,416
Change0 (0%)
Value$470.7K (-$15.3K)
Filed 2026-10-13
Colorado Capital Management, Inc.
INCREASED
Shares1,414 from 1,247
Change+167 (+13%)
Value$468 (+$60)
Filed 2026-10-15
Genesee Capital Advisors, LLC
INCREASED
Shares1,414 from 1,409
Change+5 (+0%)
Value$467.9K (+$6.8K)
Filed 2026-10-20
Todd Wealth Management, LLC
INCREASED
Shares1,413 from 1,412
Change+1 (+0%)
Value$467.3K (+$5.2K)
Filed 2026-10-19
Quaker Wealth Management, LLC
DECREASED
Shares1,411 from 1,564
Change-153 (-10%)
Value$466.9K (-$45.0K)
Filed 2026-10-22
ACT Advisors, Llc.
INCREASED
Shares1,410 from 1,218
Change+192 (+16%)
Value$466.4K (+$67.6K)
Filed 2026-10-15
Triune Financial Partners, LLC
INCREASED
Shares1,410 from 1,400
Change+10 (+1%)
Value$466.3K (+$8.2K)
Filed 2026-11-03
Marotta Asset Management
UNCHANGED
Shares1,406 from 1,406
Change0 (0%)
Value$465.1K (-$4.6K)
Filed 2026-10-02
Quattro Financial Advisors LLC
DECREASED
Shares1,400 from 2,800
Change-1,400 (-50%)
Value$463.2K (-$453.4K)
Filed 2026-10-15
Freestate Advisors LLC
DECREASED
Shares1,398 from 1,427
Change-29 (-2%)
Value$462.4K (-$4.6K)
Filed 2026-10-09
Wealth Management Nebraska
DECREASED
Shares1,397 from 1,464
Change-67 (-5%)
Value$462.2K (-$17.0K)
Filed 2026-10-26
DeLarme Wealth Management, Inc.
INCREASED
Shares1,396 from 1,382
Change+14 (+1%)
Value$461.8K (+$9.4K)
Filed 2026-10-30
BankChampaign, National Association
DECREASED
Shares1,395 from 2,848
Change-1,453 (-51%)
Value$461.5K (-$470.7K)
Filed 2026-10-19
James T. Borello RIA
INCREASED
Shares1,394 from 1,324
Change+70 (+5%)
Value$461.2K (+$27.8K)
Filed 2026-10-16
WPG Advisers, LLC
INCREASED
Shares1,390 from 1,329
Change+61 (+5%)
Value$459.9K (+$24.8K)
Filed 2026-10-27
Shearwater Capital LLC
UNCHANGED
Shares1,389 from 1,389
Change0 (0%)
Value$459.5K (+$4.9K)
Filed 2026-10-13
Northern Capital Management, Inc.
DECREASED
Shares1,386 from 1,404
Change-18 (-1%)
Value$458.6K (-$1.2K)
Filed 2026-11-05
John Boyer, Inc.
INCREASED
Shares1,382 from 1,369
Change+13 (+1%)
Value$457.4K (+$8.9K)
Filed 2026-10-27
Essential Planning, Llc.
UNCHANGED
Shares1,378 from 1,378
Change0 (0%)
Value$455.9K (+$4.8K)
Filed 2026-10-21
Portfolio Strategies, Inc.
UNCHANGED
Shares1,376 from 1,376
Change0 (0%)
Value$455.2K (+$4.8K)
Filed 2026-11-06
Sacks & Associates, LLC
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$454.9K (-$28.8K)
Filed 2026-10-09
Entruity Wealth, LLC
UNCHANGED
Shares1,372 from 1,372
Change0 (0%)
Value$454.0K (+$5.0K)
Filed 2026-11-06
Polaris Financial Partners
NEW
Shares1,371
Change+1,371
Value$456
Filed 2026-10-02
Strata Wealth Advisors, LLC
INCREASED
Shares1,370 from 1,246
Change+124 (+10%)
Value$453.2K (+$45.4K)
Filed 2026-10-16
Roth Financial Partners LLC
DECREASED
Shares1,368 from 1,868
Change-500 (-27%)
Value$452.6K (-$158.9K)
Filed 2026-10-06
Unique Wealth, LLC
INCREASED
Shares1,367 from 1,195
Change+172 (+14%)
Value$452.2K (+$61.1K)
Filed 2026-10-16
Winter & Associates, Inc.
INCREASED
Shares1,367 from 1,245
Change+122 (+10%)
Value$458.3K (+$50.8K)
Filed 2026-10-23
Avise Financial Cooperative, Inc.
DECREASED
Shares1,363 from 1,477
Change-114 (-8%)
Value$450.8K (-$32.6K)
Filed 2026-11-09
Matthew Goff Investment Advisor, LLC
DECREASED
Shares1,362 from 1,408
Change-46 (-3%)
Value$450.5K (-$10.3K)
Filed 2026-10-13
PlanVest Financial, Inc
INCREASED
Shares1,360 from 1,359
Change+1 (+0%)
Value$450.0K (+$5.2K)
Filed 2026-11-09
Omni 360 Wealth, Inc.
INCREASED
Shares1,358 from 1,157
Change+201 (+17%)
Value$449.2K (+$70.5K)
Filed 2026-10-13
Triton Wealth Management, Pllc
DECREASED
Shares1,357 from 1,362
Change-5 (0%)
Value$457.7K (+$7.4K)
Filed 2026-11-04
Fulcrum Wealth Advisors, LLC
INCREASED
Shares1,353 from 1,204
Change+149 (+12%)
Value$447.6K (+$53.5K)
Filed 2026-10-16
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares1,347 from 1,344
Change+3 (+0%)
Value$445.8K (+$5.7K)
Filed 2026-10-08
HRC Wealth Management, LLC
INCREASED
Shares1,344 from 1,007
Change+337 (+33%)
Value$444.6K (+$115.1K)
Filed 2026-10-16
Orgel Wealth Management, LLC
INCREASED
Shares1,344 from 1,284
Change+60 (+5%)
Value$444.6K (+$24.3K)
Filed 2026-10-14
TCP Asset Management, LLC
DECREASED
Shares1,342 from 1,469
Change-127 (-9%)
Value$446.2K (-$34.7K)
Filed 2026-10-14
Members Wealth LLC
INCREASED
Shares1,341 from 1,124
Change+217 (+19%)
Value$441.9K (+$73.8K)
Filed 2026-10-20
Cypress Point Wealth Management, LLC
INCREASED
Shares1,341 from 1,246
Change+95 (+8%)
Value$443.6K (+$35.8K)
Filed 2026-11-03
New England Professional Planning Group Inc.
UNCHANGED
Shares1,341 from 1,341
Change0 (0%)
Value$443.6K (+$4.7K)
Filed 2026-10-29
Valued Retirements, Inc.
INCREASED
Shares1,340 from 1,319
Change+21 (+2%)
Value$443.2K (+$11.4K)
Filed 2026-11-06
Englebert Financial Advisers, LLC
DECREASED
Shares1,330 from 1,430
Change-100 (-7%)
Value$440.0K (-$28.0K)
Filed 2026-10-20
Valpey Financial Services, LLC
UNCHANGED
Shares1,330 from 1,330
Change0 (0%)
Value$440.0K (+$4.7K)
Filed 2026-10-30
RPS Advisory Solutions LLC
DECREASED
Shares1,328 from 1,641
Change-313 (-19%)
Value$439.5K (-$97.7K)
Filed 2026-11-09
Conservest Capital Advisors, Inc.
INCREASED
Shares1,325 from 1,187
Change+138 (+12%)
Value$438.4K (+$49.8K)
Filed 2026-11-09
L.K. Benson & Company, P.C.
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$438.2K (+$4.6K)
Filed 2026-10-23
DWR Wealth Management, LLC
UNCHANGED
Shares1,321 from 1,321
Change0 (0%)
Value$442.5K (+$7.5K)
Filed 2026-10-13
Intentional Wealth Strategies, LLC
UNCHANGED
Shares1,319 from 1,319
Change0 (0%)
Value$436.4K (+$4.6K)
Filed 2026-11-09
4Wealth Advisors, Inc.
DECREASED
Shares1,317 from 2,810
Change-1,493 (-53%)
Value$441.2K (-$484.4K)
Filed 2026-10-13
Rebalance, LLC
INCREASED
Shares1,317 from 1,296
Change+21 (+2%)
Value$435.7K (+$11.5K)
Filed 2026-10-22
Share Andrew L.
NEW
Shares1,315
Change+1,315
Value$435.0K
Filed 2026-11-06
Ridgeline Wealth Planning, LLC
INCREASED
Shares1,308 from 780
Change+528 (+68%)
Value$432.7K (+$177.4K)
Filed 2026-10-29
Hubbell Strickland Wealth Management, LLC
INCREASED
Shares1,308 from 1,306
Change+2 (+0%)
Value$432.8K (+$5.5K)
Filed 2026-10-29
North Berkeley Wealth Management, LLC
INCREASED
Shares1,307 from 1,062
Change+245 (+23%)
Value$432.4K (+$84.8K)
Filed 2026-11-02
Cathy Pareto & Associates, Inc
INCREASED
Shares1,306 from 1,290
Change+16 (+1%)
Value$432.8K (+$10.1K)
Filed 2026-10-15
Praxis Capital Management LLC
INCREASED
Shares1,305 from 1,300
Change+5 (+0%)
Value$431.7K (+$6.2K)
Filed 2026-10-16
Sage Capital Management, LLC
INCREASED
Shares1,305 from 1,302
Change+3 (+0%)
Value$432.0K (+$5.7K)
Filed 2026-10-20
Alternative Investment Advisors, Llc.
INCREASED
Shares1,303 from 1,041
Change+262 (+25%)
Value$431.4K (+$90.4K)
Filed 2026-11-03
Richardson Capital Management LLC
UNCHANGED
Shares1,302 from 1,302
Change0 (0%)
Value$430.7K (+$4.6K)
Filed 2026-10-23
Cypress Capital, LLC
NEW
Shares1,300
Change+1,300
Value$430.1K
Filed 2026-10-20
Accretive Wealth Partners, LLC
INCREASED
Shares1,300 from 1,092
Change+208 (+19%)
Value$430.1K (+$72.8K)
Filed 2026-11-06
ODonnell Financial Services, LLC
INCREASED
Shares1,300 from 1,209
Change+91 (+8%)
Value$430.1K (+$34.3K)
Filed 2026-11-09
Olympiad Research LP
NEW
Shares1,299
Change+1,299
Value$429.7K
Filed 2026-11-04
Gallacher Capital Management LLC
DECREASED
Shares1,296 from 1,734
Change-438 (-25%)
Value$428.7K (-$138.8K)
Filed 2026-10-30
Advisory Advocates, LLC
INCREASED
Shares1,295 from 1,168
Change+127 (+11%)
Value$428.5K (+$46.2K)
Filed 2026-11-05
Arta Finance Wealth Management LLC
INCREASED
Shares1,293 from 1,160
Change+133 (+11%)
Value$425.6K (+$47.6K)
Filed 2026-10-28
Websterrogers Financial Advisors, LLC
INCREASED
Shares1,290 from 1,289
Change+1 (+0%)
Value$426.7K (+$4.5K)
Filed 2026-11-02
Mustard Seed Financial, LLC
UNCHANGED
Shares1,287 from 1,287
Change0 (0%)
Value$425.7K (+$4.5K)
Filed 2026-10-30
Jeter Robert S II
NEW
Shares1,283
Change+1,283
Value$425.2K
Filed 2026-10-16
Leslie Global Wealth, LLC
DECREASED
Shares1,283 from 1,290
Change-7 (-1%)
Value$424.5K (+$2.2K)
Filed 2026-10-26
Bonfire Financial
INCREASED
Shares1,277 from 1,202
Change+75 (+6%)
Value$422.3K (+$28.8K)
Filed 2026-11-06
Clear Point Advisors Inc.
INCREASED
Shares1,277 from 1,272
Change+5 (+0%)
Value$422.4K (+$5.9K)
Filed 2026-10-30
Krane Funds Advisors LLC
DECREASED
Shares1,276 from 2,520
Change-1,244 (-49%)
Value$422.1K (-$402.7K)
Filed 2026-11-09
Lecap Asset Management LTD
DECREASED
Shares1,272 from 1,902
Change-630 (-33%)
Value$420.8K (-$201.8K)
Filed 2026-10-27
SFG Wealth Management, Llc.
INCREASED
Shares1,270 from 1,269
Change+1 (+0%)
Value$420.2K (+$5.0K)
Filed 2026-10-23
Sharkey, Howes & Javer
INCREASED
Shares1,268 from 1,249
Change+19 (+2%)
Value$419.5K (+$10.7K)
Filed 2026-10-22
MPS Loria Financial Planners, LLC
INCREASED
Shares1,268 from 1,266
Change+2 (+0%)
Value$419.4K (+$5.0K)
Filed 2026-10-14
Lakeside Advisors, Inc.
UNCHANGED
Shares1,267 from 1,267
Change0 (0%)
Value$419.3K (+$4.6K)
Filed 2026-10-20
Jackson Creek Investment Advisors LLC
DECREASED
Shares1,264 from 1,271
Change-7 (-1%)
Value$418.0K (+$417.6K)
Filed 2026-11-04
Seelaus Asset Management LLC
DECREASED
Shares1,262 from 1,400
Change-138 (-10%)
Value$417.5K (-$40.8K)
Filed 2026-10-14
Zinnia Wealth Advisory, LLC
DECREASED
Shares1,262 from 1,265
Change-3 (0%)
Value$417.5K (+$3.4K)
Filed 2026-11-06
Cdkv Holdings LLC
UNCHANGED
Shares1,262 from 1,262
Change0 (0%)
Value$417.5K (+$4.4K)
Filed 2026-10-28
Virtus Advisers, LLC
INCREASED
Shares1,256 from 346
Change+910 (+263%)
Value$415.5K (+$302.3K)
Filed 2026-11-09
OAK Ridge Investments LLC
INCREASED
Shares1,255 from 1,010
Change+245 (+24%)
Value$415.2K (+$84.6K)
Filed 2026-10-30
Heritage Wealth Management, Inc. s
INCREASED
Shares1,248 from 1,236
Change+12 (+1%)
Value$412.7K (+$8.0K)
Filed 2026-11-06
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares1,244 from 1,198
Change+46 (+4%)
Value$411.5K (+$19.5K)
Filed 2026-10-26
O'Connor Financial Group LLC
INCREASED
Shares1,244 from 1,235
Change+9 (+1%)
Value$411.6K (+$7.3K)
Filed 2026-10-26
Vestia Personal Wealth Advisors
INCREASED
Shares1,240 from 1,229
Change+11 (+1%)
Value$410.3K (+$8.0K)
Filed 2026-10-20
Traub Capital Management LLC
DECREASED
Shares1,238 from 1,330
Change-92 (-7%)
Value$409.6K (-$25.8K)
Filed 2026-11-09
Auctus Advisors LLC
INCREASED
Shares1,235 from 1,165
Change+70 (+6%)
Value$408.6K (+$27.2K)
Filed 2026-10-23
Investment Management Trust, LLC
INCREASED
Shares1,235 from 1,229
Change+6 (+0%)
Value$408.5K (+$6.0K)
Filed 2026-11-05
Acorn Financial Advisory Services Inc
INCREASED
Shares1,232 from 1,178
Change+54 (+5%)
Value$407.6K (+$22.0K)
Filed 2026-11-02
Quartz Partners, LLC
DECREASED
Shares1,232 from 1,268
Change-36 (-3%)
Value$407.7K (-$7.4K)
Filed 2026-11-03
Boyum Wealth Architects LLC
INCREASED
Shares1,228 from 1,162
Change+66 (+6%)
Value$408.2K (+$19.4K)
Filed 2026-10-06
Flower City Capital
UNCHANGED
Shares1,225 from 1,225
Change0 (0%)
Value$405.3K (+$4.3K)
Filed 2026-10-15
Penobscot Wealth Management
INCREASED
Shares1,221 from 1,122
Change+99 (+9%)
Value$404.0K (+$36.6K)
Filed 2026-10-21
Vima LLC
INCREASED
Shares1,221 from 1,220
Change+1 (+0%)
Value$403.9K (+$4.6K)
Filed 2026-10-23
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares1,219 from 789
Change+430 (+55%)
Value$403.2K (+$144.8K)
Filed 2026-11-05
Advisory Resource Group
INCREASED
Shares1,218 from 1,103
Change+115 (+10%)
Value$403.0K (+$41.9K)
Filed 2026-10-26
Prentiss Smith & Co Inc
UNCHANGED
Shares1,214 from 1,214
Change0 (0%)
Value$401.6K (+$4.2K)
Filed 2026-10-27
Linden Thomas Advisory Services, LLC
INCREASED
Shares1,210 from 916
Change+294 (+32%)
Value$400.3K (+$100.5K)
Filed 2026-10-19
Summit Investment Advisors, Inc.\KS
INCREASED
Shares1,210 from 1,208
Change+2 (+0%)
Value$400.3K (+$4.8K)
Filed 2026-11-05
Integrated Wealth Management
INCREASED
Shares1,204 from 1,134
Change+70 (+6%)
Value$398.3K (+$27.0K)
Filed 2026-10-19
McCollum Christoferson Group LLC
INCREASED
Shares1,202 from 1,098
Change+104 (+9%)
Value$397.7K (+$38.3K)
Filed 2026-10-13
Gibson Capital, LLC
INCREASED
Shares1,202 from 1,185
Change+17 (+1%)
Value$397.7K (+$9.8K)
Filed 2026-10-23
Targeted Financial Services LLC
UNCHANGED
Shares1,196 from 1,196
Change0 (0%)
Value$395.8K (+$4.4K)
Filed 2026-10-19
Bullseye Investment Management, LLC
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$393.7K (+$4.2K)
Filed 2026-10-29
Opulen Financial Group LLC
INCREASED
Shares1,188 from 1,139
Change+49 (+4%)
Value$392.9K (+$20.2K)
Filed 2026-10-22
Astra Wealth Partners LLC
DECREASED
Shares1,186 from 1,236
Change-50 (-4%)
Value$392.4K (-$12.2K)
Filed 2026-11-06
Rayburn West Financial Services LLC
UNCHANGED
Shares1,185 from 1,185
Change0 (0%)
Value$392.0K (+$4.1K)
Filed 2026-11-03
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares1,182 from 1,206
Change-24 (-2%)
Value$391.0K (-$3.8K)
Filed 2026-10-16
Lotus Asset Management LLC
INCREASED
Shares1,181 from 1,158
Change+23 (+2%)
Value$390.8K (+$11.7K)
Filed 2026-10-14
Fortress Financial Group, LLC
INCREASED
Shares1,179 from 1,168
Change+11 (+1%)
Value$390.0K (+$7.7K)
Filed 2026-10-21
Eastover Investment Advisors LLC
DECREASED
Shares1,179 from 1,182
Change-3 (0%)
Value$390.0K (+$3.1K)
Filed 2026-10-05
Fogel Capital Management, Inc.
UNCHANGED
Shares1,179 from 1,179
Change0 (0%)
Value$390.0K (+$4.1K)
Filed 2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$387.7K (+$4.1K)
Filed 2026-10-15
Parkshore Wealth Management, Inc.
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$387.8K (+$4.1K)
Filed 2026-10-13
Cascade Wealth Advisors, Inc
UNCHANGED
Shares1,168 from 1,168
Change0 (0%)
Value$390.7K (-$26.9K)
Filed 2026-11-09
Blvd Private Wealth, LLC
UNCHANGED
Shares1,164 from 1,164
Change0 (0%)
Value$385.1K (+$4.1K)
Filed 2026-10-14
ADE, LLC
INCREASED
Shares1,156 from 1,129
Change+27 (+2%)
Value$382.4K (+$12.9K)
Filed 2026-10-29
Focus Wealth Advisors, LLC
INCREASED
Shares1,154 from 1,152
Change+2 (+0%)
Value$381.6K (+$4.7K)
Filed 2026-10-14
Financial Futures Ltd Liability Co.
INCREASED
Shares1,148 from 621
Change+527 (+85%)
Value$379.8K (+$176.5K)
Filed 2026-10-13
Three Seasons Wealth, LLC
DECREASED
Shares1,147 from 1,332
Change-185 (-14%)
Value$379.5K (-$56.5K)
Filed 2026-11-03
IAG Wealth Partners, LLC
INCREASED
Shares1,146 from 1,140
Change+6 (+1%)
Value$379.1K (+$6.0K)
Filed 2026-11-06
BlueChip Wealth Advisors LLC
INCREASED
Shares1,144 from 816
Change+328 (+40%)
Value$378.5K (+$111.5K)
Filed 2026-11-03
Terra Nova Asset Management LLC
INCREASED
Shares1,143 from 913
Change+230 (+25%)
Value$378.2K (+$79.3K)
Filed 2026-10-13
Grantvest Financial Group LLC
INCREASED
Shares1,141 from 1,139
Change+2 (+0%)
Value$377.4K (+$4.4K)
Filed 2026-10-21
Essential Partners LLC
INCREASED
Shares1,139 from 1,081
Change+58 (+5%)
Value$376.8K (+$23.0K)
Filed 2026-10-14
Pacific Excel Wealth Advisors, Inc.
DECREASED
Shares1,130 from 3,425
Change-2,295 (-67%)
Value$374.1K (-$747.0K)
Filed 2026-10-27
Vericrest Private Wealth
UNCHANGED
Shares1,130 from 1,130
Change0 (0%)
Value$373.8K (+$4.0K)
Filed 2026-10-21
Fidato Wealth LLC
NEW
Shares1,129
Change+1,129
Value$373.5K
Filed 2026-10-13
Wrenne Financial Planning LLC
UNCHANGED
Shares1,126 from 1,126
Change0 (0%)
Value$372.5K (+$3.9K)
Filed 2026-10-30
IronOak Wealth Llc.
NEW
Shares1,123
Change+1,123
Value$371.5K
Filed 2026-11-06
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares1,122 from 836
Change+286 (+34%)
Value$371.2K (+$97.5K)
Filed 2026-10-22
RHL Group, LLC
INCREASED
Shares1,119 from 1,110
Change+9 (+1%)
Value$370.1K (+$7.1K)
Filed 2026-11-04
Live Oak Investment Partners
DECREASED
Shares1,118 from 1,188
Change-70 (-6%)
Value$369.9K (-$19.0K)
Filed 2026-10-23
Lpwm LLC
UNCHANGED
Shares1,117 from 1,117
Change0 (0%)
Value$369.5K (+$3.9K)
Filed 2026-10-20
Seven Post Investment Office LP
UNCHANGED
Shares1,117 from 1,117
Change0 (0%)
Value$369.5K (+$3.9K)
Filed 2026-10-26
Elevate Wealth Advisory, Inc
INCREASED
Shares1,116 from 953
Change+163 (+17%)
Value$369.1K (+$57.3K)
Filed 2026-10-29
William John Sempolinski
UNCHANGED
Shares1,116 from 1,116
Change0 (0%)
Value$369.2K (+$3.9K)
Filed 2026-10-20
Creative Capital Management Investments LLC
INCREASED
Shares1,115 from 1,011
Change+104 (+10%)
Value$368.9K (+$37.9K)
Filed 2026-10-28
Kure Advisory, LLC
INCREASED
Shares1,113 from 1,103
Change+10 (+1%)
Value$368.2K (+$7.2K)
Filed 2026-10-08
Warner Financial, Inc
UNCHANGED
Shares1,110 from 1,110
Change0 (0%)
Value$367.2K (+$3.9K)
Filed 2026-11-06
HighRoad Wealth Advisors, LLC
UNCHANGED
Shares1,106 from 1,106
Change0 (0%)
Value$366.0K (+$3.9K)
Filed 2026-10-14
Summit Place Financial Advisors, LLC
INCREASED
Shares1,105 from 1,095
Change+10 (+1%)
Value$365.6K (+$7.1K)
Filed 2026-10-23
Apeiron RIA LLC
DECREASED
Shares1,104 from 1,861
Change-757 (-41%)
Value$368.0K (-$241.3K)
Filed 2026-10-08
McClarren Financial Advisors, Inc.
INCREASED
Shares1,104 from 1,101
Change+3 (+0%)
Value$365.2K (+$4.7K)
Filed 2026-10-15
Heritage OAK Wealth Advisors LLC
INCREASED
Shares1,103 from 1,086
Change+17 (+2%)
Value$364.9K (+$9.5K)
Filed 2026-10-14
Reality Financial Planning Services, LLC
DECREASED
Shares1,102 from 1,103
Change-1 (0%)
Value$364.6K (+$3.5K)
Filed 2026-11-03
Flagship Private Wealth, LLC
DECREASED
Shares1,101 from 1,161
Change-60 (-5%)
Value$364.4K (-$15.7K)
Filed 2026-11-05
Newton One Investments LLC
INCREASED
Shares1,101 from 1,097
Change+4 (+0%)
Value$364.3K (+$5.4K)
Filed 2026-10-14
Morling Financial Advisors, LLC
DECREASED
Shares1,099 from 1,844
Change-745 (-40%)
Value$363.6K (-$240.0K)
Filed 2026-10-28
Prism Planning Partners LLC
INCREASED
Shares1,099 from 1,044
Change+55 (+5%)
Value$363.7K (+$21.9K)
Filed 2026-10-27
Gray Private Wealth, LLC
UNCHANGED
Shares1,099 from 1,099
Change0 (0%)
Value$363.7K (+$3.9K)
Filed 2026-10-28
IMPACTfolio, LLC
INCREASED
Shares1,089 from 1,059
Change+30 (+3%)
Value$360.4K (+$13.7K)
Filed 2026-10-28
Howard Bailey Securities, LLC
DECREASED
Shares1,085 from 1,276
Change-191 (-15%)
Value$358.8K (-$58.7K)
Filed 2026-10-27
Sound Financial Strategies Group, LLC
UNCHANGED
Shares1,079 from 1,079
Change0 (0%)
Value$357.0K (+$3.8K)
Filed 2026-10-30
Macroview Investment Management LLC
INCREASED
Shares1,078 from 1,002
Change+76 (+8%)
Value$356.6K (+$28.7K)
Filed 2026-10-26
Prairiewood Capital, LLC
DECREASED
Shares1,076 from 1,112
Change-36 (-3%)
Value$356.0K (-$8.0K)
Filed 2026-10-16
Oregon Pacific Wealth Management, LLC
DECREASED
Shares1,075 from 1,159
Change-84 (-7%)
Value$355.6K (-$23.7K)
Filed 2026-10-20
4J Wealth Management LLC
DECREASED
Shares1,075 from 1,123
Change-48 (-4%)
Value$355.6K (-$11.9K)
Filed 2026-11-02
SWP Financial LLC
DECREASED
Shares1,074 from 1,093
Change-19 (-2%)
Value$355.3K (-$2.6K)
Filed 2026-10-23
Smith Partners Wealth Management, LLC
INCREASED
Shares1,071 from 700
Change+371 (+53%)
Value$354.3K (+$125.2K)
Filed 2026-11-05
Financial Guidance Group, Inc.
INCREASED
Shares1,069 from 1,011
Change+58 (+6%)
Value$353.7K (+$22.7K)
Filed 2026-10-21
truNorth Financial Services, Inc.
DECREASED
Shares1,069 from 1,094
Change-25 (-2%)
Value$353.6K (-$4.4K)
Filed 2026-11-06
Avion Wealth
INCREASED
Shares1,068 from 1,010
Change+58 (+6%)
Value$353.0K (+$23.0K)
Filed 2026-11-04
Epiq Partners, LLC
UNCHANGED
Shares1,068 from 1,068
Change0 (0%)
Value$353.3K (+$3.7K)
Filed 2026-10-07
Quest 10 Wealth Builders, Inc.
INCREASED
Shares1,065 from 897
Change+168 (+19%)
Value$352.4K (+$58.8K)
Filed 2026-11-02
Northern Lights Advisors, Inc.
DECREASED
Shares1,064 from 1,230
Change-166 (-13%)
Value$352.0K (-$50.6K)
Filed 2026-10-21
Lesa Sroufe & Co
UNCHANGED
Shares1,061 from 1,061
Change0 (0%)
Value$351 (-$346.6K)
Filed 2026-10-29
Ellis Investment Partners, LLC
INCREASED
Shares1,060 from 1,042
Change+18 (+2%)
Value$350.9K (+$9.6K)
Filed 2026-10-21
Daviman Financial, LLC
DECREASED
Shares1,056 from 1,173
Change-117 (-10%)
Value$349.3K (-$34.8K)
Filed 2026-11-06
TPG Financial Advisors, LLC
DECREASED
Shares1,055 from 1,062
Change-7 (-1%)
Value$349.0K (+$1.4K)
Filed 2026-11-09
Carter Financial Group, Inc.
INCREASED
Shares1,053 from 970
Change+83 (+9%)
Value$348.3K (+$30.9K)
Filed 2026-10-21
Halter Ferguson Financial Inc.
DECREASED
Shares1,052 from 1,156
Change-104 (-9%)
Value$348.0K (-$30.4K)
Filed 2026-10-21
Teza Capital Management LLC
NEW
Shares1,049
Change+1,049
Value$347.0K
Filed 2026-10-23
Ballast Financial Advisors LLC
INCREASED
Shares1,044 from 952
Change+92 (+10%)
Value$345.3K (+$33.7K)
Filed 2026-10-26
Northwest Wealth Advisors, LLC
INCREASED
Shares1,044 from 1,043
Change+1 (+0%)
Value$345.2K (+$4.0K)
Filed 2026-11-02
Baker Boyer National Bank
DECREASED
Shares1,040 from 1,045
Change-5 (0%)
Value$344.1K (+$2.0K)
Filed 2026-11-05
Financial Harvest, LLC
INCREASED
Shares1,039 from 979
Change+60 (+6%)
Value$343.7K (+$23.1K)
Filed 2026-10-15
Hippocratic Financial Advisors, LLC
NEW
Shares1,038
Change+1,038
Value$343.4K
Filed 2026-10-13
Lountzis Asset Management, LLC
INCREASED
Shares1,036 from 954
Change+82 (+9%)
Value$342.7K (+$30.5K)
Filed 2026-10-30
Coston, McIsaac & Partners
INCREASED
Shares1,033 from 1,001
Change+32 (+3%)
Value$341.8K (+$14.8K)
Filed 2026-11-06
TSA Wealth Managment LLC
INCREASED
Shares1,030 from 848
Change+182 (+21%)
Value$340.8K (+$63.2K)
Filed 2026-10-22
Skyline Advisors, Inc.
INCREASED
Shares1,029 from 888
Change+141 (+16%)
Value$340.3K (+$49.6K)
Filed 2026-11-03
Keating Investment Counselors Inc
DECREASED
Shares1,025 from 1,175
Change-150 (-13%)
Value$339.1K (-$45.5K)
Filed 2026-10-14
Motley Fool Asset Management LLC
DECREASED
Shares1,024 from 188,228
Change-187,204 (-99%)
Value$338.8K (-$61.3M)
Filed 2026-10-27
Nautilus Advisors LLC
INCREASED
Shares1,023 from 987
Change+36 (+4%)
Value$338.5K (+$6.4K)
Filed 2026-10-07
Cumberland Advisors Inc
INCREASED
Shares1,017 from 1,000
Change+17 (+2%)
Value$336.5K (+$9.1K)
Filed 2026-10-30
Roan Capital Partners
INCREASED
Shares1,016 from 958
Change+58 (+6%)
Value$336.1K (+$22.5K)
Filed 2026-10-09
Midwest Financial Group LLC
INCREASED
Shares1,016 from 1,014
Change+2 (+0%)
Value$336.2K (+$4.5K)
Filed 2026-10-15
Private Capital Advisors, Inc.
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$333.1K (+$3.5K)
Filed 2026-10-06
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares1,001 from 980
Change+21 (+2%)
Value$331.3K (+$10.6K)
Filed 2026-10-28
Greenhaven Associates Inc
DECREASED
Shares1,000 from 2,500
Change-1,500 (-60%)
Value$330.8K (-$487.5K)
Filed 2026-10-26
Good Steward Wealth Advisors,LLC
DECREASED
Shares1,000 from 1,158
Change-158 (-14%)
Value$330.8K (-$48.2K)
Filed 2026-11-06
TLW Wealth Management, LLC
DECREASED
Shares1,000 from 1,120
Change-120 (-11%)
Value$330.8K (-$35.8K)
Filed 2026-10-27
Gruss & Co., LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$330.8K (+$3.5K)
Filed 2026-11-02
Kachkovsky & Fisher, Inc.
INCREASED
Shares997 from 933
Change+64 (+7%)
Value$329.8K (+$24.4K)
Filed 2026-10-21
Level Wealth Management LLC
NEW
Shares996
Change+996
Value$329.5K
Filed 2026-10-23
McGrath & Associates, Inc.
NEW
Shares996
Change+996
Value$329.5K
Filed 2026-10-27
Dale Q Rice Investment Management Ltd
UNCHANGED
Shares993 from 993
Change0 (0%)
Value$328.5K (+$3.5K)
Filed 2026-10-09
Evolution Wealth Management Inc.
DECREASED
Shares990 from 1,320
Change-330 (-25%)
Value$327.6K (-$104.5K)
Filed 2026-10-28
Ballew Advisors, Inc
DECREASED
Shares990 from 1,198
Change-208 (-17%)
Value$329.0K (-$71.8K)
Filed 2026-10-05
Capital Planning LLC
DECREASED
Shares989 from 1,014
Change-25 (-2%)
Value$327.2K (-$4.7K)
Filed 2026-10-09
Innovative Wealth Building LLC
INCREASED
Shares989 from 987
Change+2 (+0%)
Value$327.2K (+$4.1K)
Filed 2026-10-14
Uptown Financial Advisors LLC
INCREASED
Shares987 from 958
Change+29 (+3%)
Value$326.5K (+$12.9K)
Filed 2026-10-15
Integras Partners LLC
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$326.3K (+$3.5K)
Filed 2026-10-30
Beacon Financial Strategies Corp
DECREASED
Shares985 from 1,045
Change-60 (-6%)
Value$325.8K (-$16.2K)
Filed 2026-10-14
Semitam Bonam LLC
NEW
Shares983
Change+983
Value$325.2K
Filed 2026-10-27
Fusion Family Wealth, LLC
INCREASED
Shares979 from 978
Change+1 (+0%)
Value$323.7K (+$3.7K)
Filed 2026-11-02
Level Financial Advisors
DECREASED
Shares977 from 2,172
Change-1,195 (-55%)
Value$323.3K (-$387.6K)
Filed 2026-10-13
Foronjy Financial LLC
DECREASED
Shares976 from 1,021
Change-45 (-4%)
Value$323.0K (-$11.2K)
Filed 2026-10-14
Orba Wealth Advisors, L.L.C.
INCREASED
Shares976 from 966
Change+10 (+1%)
Value$322.8K (+$6.7K)
Filed 2026-10-23
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares971 from 1,570
Change-599 (-38%)
Value$321.1K (-$192.9K)
Filed 2026-10-29
Israel Discount Bank of New York
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$316.9K (+$3.4K)
Filed 2026-10-14
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares958 from 958
Change0 (0%)
Value$317.0K (+$3.6K)
Filed 2026-10-29
Chris Bulman Inc
INCREASED
Shares957 from 849
Change+108 (+13%)
Value$316.8K (+$38.8K)
Filed 2026-10-20
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares955 from 937
Change+18 (+2%)
Value$315.9K (+$9.2K)
Filed 2026-10-26
Noble Family Wealth, LLC
INCREASED
Shares954 from 950
Change+4 (+0%)
Value$315.6K (+$4.6K)
Filed 2026-10-26
USAdvisors Wealth Management, LLC
DECREASED
Shares952 from 988
Change-36 (-4%)
Value$315 (-$322.7K)
Filed 2026-10-21
GEM Asset Management, LLC
INCREASED
Shares951 from 906
Change+45 (+5%)
Value$314.6K (+$18.1K)
Filed 2026-10-13
Gainplan LLC
INCREASED
Shares951 from 950
Change+1 (+0%)
Value$314.6K (+$3.7K)
Filed 2026-10-09
AtlasMark Financial, Inc
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$314.3K (+$3.3K)
Filed 2026-10-13
Bay Harbor Wealth Management, LLC
DECREASED
Shares949 from 1,629
Change-680 (-42%)
Value$313.8K (-$219.5K)
Filed 2026-11-03
Sound Stewardship, LLC
DECREASED
Shares946 from 947
Change-1 (0%)
Value$312.9K (+$3.0K)
Filed 2026-10-14
RF&L Wealth Management, LLC
INCREASED
Shares942 from 938
Change+4 (+0%)
Value$311.8K (+$4.6K)
Filed 2026-10-20
Veratis Advisors, Inc.
UNCHANGED
Shares942 from 942
Change0 (0%)
Value$311.6K (+$3.3K)
Filed 2026-11-03
Fairway Wealth LLC
INCREASED
Shares940 from 874
Change+66 (+8%)
Value$311.0K (+$24.9K)
Filed 2026-10-30
Lifelong Wealth Advisors, Inc.
INCREASED
Shares939 from 890
Change+49 (+6%)
Value$310.6K (+$19.4K)
Filed 2026-10-19
Reliant Investment Management, LLC
INCREASED
Shares938 from 887
Change+51 (+6%)
Value$310.3K (+$20.0K)
Filed 2026-10-14
BCU Wealth Advisors, LLC
DECREASED
Shares938 from 940
Change-2 (0%)
Value$310.4K (+$2.7K)
Filed 2026-10-16
Integrated Financial Solutions, Inc.
DECREASED
Shares932 from 1,122
Change-190 (-17%)
Value$308.3K (-$58.9K)
Filed 2026-10-09
Madrid Wealth Management, LLC
INCREASED
Shares931 from 824
Change+107 (+13%)
Value$308.0K (+$38.3K)
Filed 2026-10-23
Austin Asset Management Co Inc
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$308.0K (+$3.3K)
Filed 2026-10-29
Boston Common Asset Management, LLC
DECREASED
Shares926 from 984
Change-58 (-6%)
Value$306.3K (-$15.7K)
Filed 2026-10-13
Whitcomb & Hess, Inc.
DECREASED
Shares924 from 944
Change-20 (-2%)
Value$305.8K (-$3.1K)
Filed 2026-10-07
Sfam, LLC
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$305.7K (+$3.2K)
Filed 2026-11-03
OceanIQ Capital, LLC
DECREASED
Shares922 from 934
Change-12 (-1%)
Value$305.6K (-$32.6K)
Filed 2026-10-19
Brickley Wealth Management
DECREASED
Shares922 from 923
Change-1 (0%)
Value$305.0K (+$2.9K)
Filed 2026-11-04
Western Pacific Wealth Management, LP
UNCHANGED
Shares922 from 922
Change0 (0%)
Value$305.1K (+$3.2K)
Filed 2026-10-16
R2 Capital Strategies, LLC
DECREASED
Shares921 from 1,203
Change-282 (-23%)
Value$304.6K (-$89.3K)
Filed 2026-10-15
Manuka Financial, LLC
UNCHANGED
Shares918 from 918
Change0 (0%)
Value$303.6K (+$3.2K)
Filed 2026-10-16
Next Level Wealth Planning, LLC
UNCHANGED
Shares912 from 912
Change0 (0%)
Value$301.7K (+$3.2K)
Filed 2026-10-29
Helium Advisors LLC
DECREASED
Shares911 from 1,241
Change-330 (-27%)
Value$301.2K (-$105.0K)
Filed 2026-10-23
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares910 from 566
Change+344 (+61%)
Value$301.1K (+$115.8K)
Filed 2026-10-15
Chiron Capital Management, LLC
DECREASED
Shares910 from 1,109
Change-199 (-18%)
Value$301.1K (-$62.0K)
Filed 2026-10-15
Lockerman Financial Group, Inc.
DECREASED
Shares906 from 1,064
Change-158 (-15%)
Value$299.7K (-$48.5K)
Filed 2026-10-19
Sicart Associates LLC
DECREASED
Shares905 from 1,122
Change-217 (-19%)
Value$307.4K (-$59.8K)
Filed 2026-10-29
BetterWealth, LLC
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$299.4K (+$3.2K)
Filed 2026-10-15
Valued Wealth Advisors LLC
INCREASED
Shares893 from 787
Change+106 (+13%)
Value$295.5K (+$37.9K)
Filed 2026-11-05
Allstreet Capital Advisors LLC
UNCHANGED
Shares893 from 893
Change0 (0%)
Value$295.4K (+$3.1K)
Filed 2026-11-04
Foundry Financial Group, Inc.
INCREASED
Shares892 from 840
Change+52 (+6%)
Value$295.1K (+$20.1K)
Filed 2026-10-28
Clark Financial Services Group Inc
DECREASED
Shares888 from 961
Change-73 (-8%)
Value$293.8K (-$20.8K)
Filed 2026-10-19
Magnolia Wealth Management, LLC
DECREASED
Shares884 from 984
Change-100 (-10%)
Value$292.5K (-$29.6K)
Filed 2026-10-16
BAM Wealth Management, LLC
INCREASED
Shares883 from 770
Change+113 (+15%)
Value$292.2K (+$40.1K)
Filed 2026-10-15
Mullaney, Keating & Wright, Inc.
UNCHANGED
Shares882 from 882
Change0 (0%)
Value$291.8K (+$3.1K)
Filed 2026-10-19
Avalon Capital Management
INCREASED
Shares880 from 845
Change+35 (+4%)
Value$291.1K (+$14.5K)
Filed 2026-11-04
Milestones Private Investment Advisors LLC
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$287.2K (+$3.0K)
Filed 2026-10-19
Maryland Capital Advisors Inc.
UNCHANGED
Shares863 from 863
Change0 (0%)
Value$285.5K (+$3.0K)
Filed 2026-10-15
GFG Capital, LLC
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$285.2K (+$3.2K)
Filed 2026-10-16
StoneCrest Wealth Management, Inc.
UNCHANGED
Shares861 from 861
Change0 (0%)
Value$284.8K (+$3.0K)
Filed 2026-11-03
St. Louis Financial Planners Asset Management, LLC
NEW
Shares860
Change+860
Value$303.1K
Filed 2026-10-16
Layline Advisors, LLC
INCREASED
Shares860 from 842
Change+18 (+2%)
Value$284.4K (+$8.7K)
Filed 2026-11-02
Ball & Co Wealth Management Inc.
INCREASED
Shares860 from 856
Change+4 (+0%)
Value$284.5K (+$4.5K)
Filed 2026-11-05
Clarity Wealth Development LLC
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$284.0K (+$3.0K)
Filed 2026-10-22
Ferguson Shapiro LLC
DECREASED
Shares857 from 858
Change-1 (0%)
Value$283.4K (+$2.5K)
Filed 2026-10-16
Quantify Chaos Advisors, LLC
NEW
Shares855
Change+855
Value$282.9K
Filed 2026-11-04
Opus Financial Solutions LLC
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$281.9K (+$3.0K)
Filed 2026-11-06
Safe Harbor Family Capital, LLC
UNCHANGED
Shares852 from 852
Change0 (0%)
Value$281.9K (+$3.0K)
Filed 2026-11-09
Livet Wealth, LLC
NEW
Shares851
Change+851
Value$281.5K
Filed 2026-10-27
Mcdaniel Terry & Co
DECREASED
Shares850 from 851
Change-1 (0%)
Value$281.2K (+$2.6K)
Filed 2026-11-05
Headland Capital, LLC
INCREASED
Shares848 from 812
Change+36 (+4%)
Value$280.5K (+$14.8K)
Filed 2026-11-06
Schwallier Wealth Management LLC
INCREASED
Shares843 from 842
Change+1 (+0%)
Value$278.7K (+$3.2K)
Filed 2026-11-05
Cordoba Advisory Partners LLC
INCREASED
Shares842 from 839
Change+3 (+0%)
Value$278.4K (+$3.8K)
Filed 2026-10-19
Auour Investments LLC
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$277.9K (+$2.9K)
Filed 2026-10-28
Madson Wealth Advisors Inc
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$276.9K (+$2.9K)
Filed 2026-10-13
Altiora Financial Group, LLC
DECREASED
Shares835 from 847
Change-12 (-1%)
Value$276.2K (-$1.0K)
Filed 2026-11-04
Pettinga Financial Advisors LLC
INCREASED
Shares833 from 818
Change+15 (+2%)
Value$275.6K (+$7.8K)
Filed 2026-10-13
Purewater Capital LLC
INCREASED
Shares833 from 828
Change+5 (+1%)
Value$275.6K (+$4.7K)
Filed 2026-10-23
ShankerValleau Wealth Advisors, Inc.
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$274.9K (+$2.9K)
Filed 2026-10-16
Alamar Capital Management, LLC
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$274.6K (+$2.9K)
Filed 2026-11-02
Aspect Partners, LLC
UNCHANGED
Shares829 from 829
Change0 (0%)
Value$274.3K (+$2.9K)
Filed 2026-10-20
High Probability Advisors, LLC
UNCHANGED
Shares824 from 824
Change0 (0%)
Value$272.6K (+$2.9K)
Filed 2026-10-19
Global View Capital Management LLC
DECREASED
Shares821 from 836
Change-15 (-2%)
Value$271.6K (-$2.0K)
Filed 2026-10-28
Pearl Planning LLC
INCREASED
Shares821 from 818
Change+3 (+0%)
Value$271.5K (+$3.9K)
Filed 2026-10-13
AAF Wealth Management, LLC
NEW
Shares820
Change+820
Value$271.2K
Filed 2026-10-28
Retirement Financial Solutions, LLC
INCREASED
Shares819 from 641
Change+178 (+28%)
Value$271.0K (+$61.2K)
Filed 2026-10-20
Baron Financial Group, LLC
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$269.6K (+$2.9K)
Filed 2026-10-09
Stonebridge Wealth Management, LLC
UNCHANGED
Shares815 from 815
Change0 (0%)
Value$269.5K (+$2.9K)
Filed 2026-10-09
Wavvest Wealth LLC
NEW
Shares814
Change+814
Value$269.2K
Filed 2026-10-21
Planning Strategies Inc.
INCREASED
Shares813 from 800
Change+13 (+2%)
Value$268.9K (+$7.2K)
Filed 2026-10-02
ACT Wealth Management, LLC
DECREASED
Shares812 from 842
Change-30 (-4%)
Value$268.6K (-$7.0K)
Filed 2026-10-09
Cobblestone Asset Management LLC
UNCHANGED
Shares804 from 804
Change0 (0%)
Value$266.1K (+$2.8K)
Filed 2026-10-13
Heffernan Advisory, Inc
NEW
Shares803
Change+803
Value$265.7K
Filed 2026-10-13
Jacksonville Wealth Management, LLC
DECREASED
Shares802 from 840
Change-38 (-5%)
Value$265.3K (-$9.6K)
Filed 2026-10-30
RiverTree Advisors, LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$264.7K (+$2.8K)
Filed 2026-10-13
marrick wealth, LLC
INCREASED
Shares799 from 788
Change+11 (+1%)
Value$264.3K (+$6.4K)
Filed 2026-10-20
Johnson Bixby & Associates, LLC
INCREASED
Shares798 from 789
Change+9 (+1%)
Value$264.0K (+$5.7K)
Filed 2026-10-14
Schaeffer Financial LLC
UNCHANGED
Shares798 from 798
Change0 (0%)
Value$264.0K (+$2.8K)
Filed 2026-10-23
WealthCare Investment Partners, LLC
DECREASED
Shares795 from 966
Change-171 (-18%)
Value$262.8K (-$53.4K)
Filed 2026-11-05
Sightline Wealth Advisors, LLC
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$260.7K (+$2.8K)
Filed 2026-10-21
Element Pointe Advisors, LLC
INCREASED
Shares785 from 707
Change+78 (+11%)
Value$259.7K (+$28.3K)
Filed 2026-10-21
Cornerstone Wealth Advisors, Inc.
UNCHANGED
Shares784 from 784
Change0 (0%)
Value$259.5K (+$2.7K)
Filed 2026-10-16
Peak Wealth Management LLC
INCREASED
Shares781 from 780
Change+1 (+0%)
Value$261.8K (+$6.4K)
Filed 2026-10-26
Donalies Financial Planning, LLC
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$256.4K (+$2.7K)
Filed 2026-10-19
Financial Advisory Corp
INCREASED
Shares773 from 772
Change+1 (+0%)
Value$255.8K (+$3.0K)
Filed 2026-10-14
Brighton Securities Corp.
INCREASED
Shares770 from 707
Change+63 (+9%)
Value$254.7K (+$23.3K)
Filed 2026-10-08
Life Planning Partners, Inc
UNCHANGED
Shares769 from 769
Change0 (0%)
Value$254.4K (+$2.7K)
Filed 2026-10-28
Covestor Ltd
INCREASED
Shares767 from 743
Change+24 (+3%)
Value$254 (-$242.7K)
Filed 2026-10-30
Tran Capital Management, L.P.
INCREASED
Shares767 from 764
Change+3 (+0%)
Value$253.7K (+$3.6K)
Filed 2026-10-19
Trinity Wealth Management, LLC
INCREASED
Shares765 from 732
Change+33 (+5%)
Value$253.1K (+$13.5K)
Filed 2026-10-13
Redwood Family Wealth LLC
INCREASED
Shares764 from 734
Change+30 (+4%)
Value$252.9K (+$12.5K)
Filed 2026-10-20
OFC Financial Planning, LLC
DECREASED
Shares763 from 765
Change-2 (0%)
Value$252.4K (+$2.0K)
Filed 2026-11-06
Austin Wealth Management, LLC
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$252.5K (-$7.4K)
Filed 2026-11-06
Fifth Third Securities, Inc.
NEW
Shares760
Change+760
Value$251.5K
Filed 2026-10-21
N10 Wealth, LLC
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$251.4K (+$2.7K)
Filed 2026-10-14
Dorval Corp
INCREASED
Shares758 from 757
Change+1 (+0%)
Value$250.6K (+$2.8K)
Filed 2026-10-29
New Wave Wealth Advisors LLC
INCREASED
Shares755 from 748
Change+7 (+1%)
Value$251.5K (+$6.6K)
Filed 2026-10-19
City Center Advisors, LLC
INCREASED
Shares753 from 726
Change+27 (+4%)
Value$249.1K (+$11.5K)
Filed 2026-10-08
Navigoe, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$248.0K (+$3.0K)
Filed 2026-11-04
Marquette Asset Management, LLC
INCREASED
Shares749 from 679
Change+70 (+10%)
Value$247.8K (+$25.5K)
Filed 2026-10-09
Petredis Investment Advisors LLC
DECREASED
Shares748 from 760
Change-12 (-2%)
Value$247.5K (-$1.3K)
Filed 2026-10-20
N10 Assets, LLC
UNCHANGED
Shares746 from 746
Change0 (0%)
Value$246.8K (+$2.6K)
Filed 2026-10-14
Mason & Associates, LLC
UNCHANGED
Shares744 from 744
Change0 (0%)
Value$246.1K (+$2.6K)
Filed 2026-10-26
Tepp RIA, LLC
INCREASED
Shares743 from 742
Change+1 (+0%)
Value$245.8K (+$2.8K)
Filed 2026-10-14
Wealthcare Capital Management LLC
DECREASED
Shares742 from 2,222
Change-1,480 (-67%)
Value$245.5K (-$481.9K)
Filed 2026-10-21
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED
Shares741 from 741
Change0 (0%)
Value$245.1K (+$2.6K)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
INCREASED
Shares740 from 651
Change+89 (+14%)
Value$245.0K (+$32.0K)
Filed 2026-11-04
Wingate Wealth Advisors, Inc.
INCREASED
Shares740 from 708
Change+32 (+5%)
Value$244.8K (+$13.1K)
Filed 2026-10-26
Asset Allocation & Management Company, LLC
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$245 (+$3)
Filed 2026-10-13
United Financial Planning Group LLC
INCREASED
Shares739 from 738
Change+1 (+0%)
Value$244.6K (+$2.9K)
Filed 2026-11-04
Hudson Oak Wealth Advisory LLC
DECREASED
Shares734 from 740
Change-6 (-1%)
Value$242.8K (+$605)
Filed 2026-10-16
Legacy Solutions, LLC
DECREASED
Shares734 from 737
Change-3 (0%)
Value$243.0K (+$1.8K)
Filed 2026-10-07
Gainline Financial Partners, LLC
UNCHANGED
Shares733 from 733
Change0 (0%)
Value$242.5K (+$2.6K)
Filed 2026-10-15
Ted Buchan & Co
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$242.2K (+$2.6K)
Filed 2026-10-23
AFG Fiduciary Services Limited Partnership
DECREASED
Shares730 from 962
Change-232 (-24%)
Value$241.9K (-$79.8K)
Filed 2026-10-21
Brown Financial Advisory
DECREASED
Shares730 from 859
Change-129 (-15%)
Value$241.4K (-$39.7K)
Filed 2026-11-05
Redw Wealth LLC
DECREASED
Shares728 from 736
Change-8 (-1%)
Value$240.7K (-$202)
Filed 2026-11-02
Garrison Bradford & Associates Inc
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$239.9K (+$2.5K)
Filed 2026-10-27
IFS Advisors, LLC
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$240.0K (+$2.6K)
Filed 2026-10-14
ForthRight Wealth Management, LLC
NEW
Shares723
Change+723
Value$239.2K
Filed 2026-11-06
PVG Asset Management Corp
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$239.2K (+$2.5K)
Filed 2026-10-19
Seneca Financial Advisors LLC
UNCHANGED
Shares723 from 723
Change0 (0%)
Value$239.2K (+$2.5K)
Filed 2026-10-28
Sterling Manor Financial, LLC
NEW
Shares722
Change+722
Value$238.9K
Filed 2026-10-21
BancFirst Trust & Investment Management
DECREASED
Shares722 from 1,175
Change-453 (-39%)
Value$241.9K (-$145.2K)
Filed 2026-10-30
Elevated Capital Advisors, LLC
DECREASED
Shares720 from 2,706
Change-1,986 (-73%)
Value$238.3K (-$647.6K)
Filed 2026-11-04
Trace Wealth Advisors, LLC
INCREASED
Shares718 from 671
Change+47 (+7%)
Value$237.5K (+$17.9K)
Filed 2026-10-30
Briaud Financial Planning Inc
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$236.2K (+$2.5K)
Filed 2026-10-20
Prosperity Advisers, LLC
DECREASED
Shares710 from 747
Change-37 (-5%)
Value$234.9K (-$9.6K)
Filed 2026-10-28
Tandem Investment Advisors, Inc.
NEW
Shares706
Change+706
Value$233.6K
Filed 2026-11-04
Walleye Partners, LLC
INCREASED
Shares702 from 701
Change+1 (+0%)
Value$232.2K (+$2.8K)
Filed 2026-10-13
New England Capital Financial Advisors LLC
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$232.2K (+$2.5K)
Filed 2026-11-03
Forte Asset Management LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$231.6K (+$2.5K)
Filed 2026-10-13
JAG Capital Management, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$231.7K (+$2.5K)
Filed 2026-11-06
Verus Wealth Management, LLC
DECREASED
Shares699 from 1,072
Change-373 (-35%)
Value$231.3K (-$119.6K)
Filed 2026-10-13
Peak Financial Advisors LLC
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$229.9K (+$2.4K)
Filed 2026-10-28
Birchwood Financial Partners, Inc.
INCREASED
Shares692 from 158
Change+534 (+338%)
Value$229.0K (+$177.2K)
Filed 2026-11-02
West Financial Advisors, LLC
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$227.9K (+$2.4K)
Filed 2026-10-22
Downshift Financial, LLC
INCREASED
Shares688 from 566
Change+122 (+22%)
Value$227.6K (+$42.3K)
Filed 2026-10-13
David J Yvars Group
DECREASED
Shares681 from 768
Change-87 (-11%)
Value$225.3K (-$26.1K)
Filed 2026-10-09
Freedom Financial Partners LLC
INCREASED
Shares680 from 679
Change+1 (+0%)
Value$224.9K (+$2.6K)
Filed 2026-10-19
Salvus Wealth Management, LLC
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$225.0K (+$2.4K)
Filed 2026-10-13
AmeriServ Wealth Advisors
DECREASED
Shares678 from 1,259
Change-581 (-46%)
Value$224.3K (-$187.8K)
Filed 2026-10-21
Nvest Wealth Strategies, Inc.
INCREASED
Shares677 from 196
Change+481 (+245%)
Value$224.1K (+$159.9K)
Filed 2026-10-14
Primoris Wealth Advisors, LLC
UNCHANGED
Shares677 from 677
Change0 (0%)
Value$224.0K (+$2.4K)
Filed 2026-10-28
Greenhouse Wealth Management, LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$223.3K (+$2.4K)
Filed 2026-10-20
Monument Group Wealth Advisors, LLC
NEW
Shares674
Change+674
Value$223.0K
Filed 2026-10-21
Michels Family Financial, LLC
DECREASED
Shares674 from 683
Change-9 (-1%)
Value$223.1K (-$540)
Filed 2026-11-02
Guardian Wealth Management, Inc.
INCREASED
Shares673 from 672
Change+1 (+0%)
Value$222.8K (+$2.6K)
Filed 2026-10-30
Wealth Group Ltd
UNCHANGED
Shares673 from 673
Change0 (0%)
Value$223.7K (+$3.4K)
Filed 2026-10-07
Beacon Financial Planning, Inc
INCREASED
Shares672 from 621
Change+51 (+8%)
Value$222.4K (+$19.1K)
Filed 2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED
Shares672 from 672
Change0 (0%)
Value$222.2K (+$2.1K)
Filed 2026-10-16
Three Arch Wealth Management LLC
INCREASED
Shares667 from 632
Change+35 (+6%)
Value$220.5K (+$13.7K)
Filed 2026-10-20
Compass Wealth Management, LLC
UNCHANGED
Shares667 from 667
Change0 (0%)
Value$220.7K (+$2.3K)
Filed 2026-10-30
Alpha Financial Advisors, LLC
INCREASED
Shares665 from 618
Change+47 (+8%)
Value$220.0K (+$17.7K)
Filed 2026-11-09
Bright Financial Advisors, Inc.
INCREASED
Shares663 from 631
Change+32 (+5%)
Value$219.3K (+$12.8K)
Filed 2026-10-23
Aegis Wealth Management, Inc.
DECREASED
Shares660 from 677
Change-17 (-3%)
Value$218.4K (-$3.2K)
Filed 2026-10-26
Penbrook Management LLC
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$218.3K (+$2.3K)
Filed 2026-10-16
Peak Financial Management, Inc.
NEW
Shares656
Change+656
Value$217.1K
Filed 2026-10-16
Alterna Wealth Management, Inc
UNCHANGED
Shares655 from 655
Change0 (0%)
Value$216.8K (+$2.3K)
Filed 2026-10-27
Guardian Capital, LLC
DECREASED
Shares653 from 719
Change-66 (-9%)
Value$216.1K (-$19.3K)
Filed 2026-11-06
Buska Wealth Management, LLC
NEW
Shares652
Change+652
Value$215.7K
Filed 2026-10-08
David Kennon Inc
DECREASED
Shares652 from 712
Change-60 (-8%)
Value$215.7K (-$17.4K)
Filed 2026-10-13
Optima Capital LLC
INCREASED
Shares652 from 637
Change+15 (+2%)
Value$215.7K (+$7.3K)
Filed 2026-10-29
Capital Investment Services of America, Inc.
UNCHANGED
Shares651 from 651
Change0 (0%)
Value$215.4K (+$2.3K)
Filed 2026-11-02
Mid-American Wealth Advisory Group, Inc.
NEW
Shares646
Change+646
Value$213.7K
Filed 2026-10-21
Equita Financial Network, Inc.
DECREASED
Shares645 from 736
Change-91 (-12%)
Value$213.4K (-$27.5K)
Filed 2026-10-19
Collar Capital Management, LLC
UNCHANGED
Shares641 from 641
Change0 (0%)
Value$212.1K (+$2.2K)
Filed 2026-10-28
Paragon Advisors, LLC
NEW
Shares639
Change+639
Value$211.5K
Filed 2026-11-03
Wolverine Asset Management LLC
NEW
Shares639
Change+639
Value$211.4K
Filed 2026-11-02
Dahring | Cusmano LLC
NEW
Shares638
Change+638
Value$211.2K
Filed 2026-11-03
Provident Investment Management, Inc.
NEW
Shares637
Change+637
Value$210.9K
Filed 2026-10-23
Barnes Wealth Management Group, Inc
DECREASED
Shares637 from 702
Change-65 (-9%)
Value$210.7K (-$19.0K)
Filed 2026-11-09
Confluence Investment Management LLC
DECREASED
Shares636 from 653
Change-17 (-3%)
Value$210.4K (-$3.3K)
Filed 2026-10-01
Trust Co of Kansas
DECREASED
Shares635 from 724
Change-89 (-12%)
Value$210.0K (-$27.0K)
Filed 2026-11-06
Bull Oak Capital, LLC
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$209.4K (+$2.2K)
Filed 2026-10-23
Barry Investment Advisors, LLC
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$209.1K (+$2.2K)
Filed 2026-10-14
Shore Point Advisors, LLC
UNCHANGED
Shares632 from 632
Change0 (0%)
Value$209.1K (+$2.2K)
Filed 2026-10-14
Mendota Financial Group, LLC
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$208.8K (+$2.2K)
Filed 2026-10-07
Long Island Wealth Management, Inc.
NEW
Shares629
Change+629
Value$208.1K
Filed 2026-10-20
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED
Shares629 from 649
Change-20 (-3%)
Value$208.0K (-$4.6K)
Filed 2026-10-14
Cynosure Group, LLC
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$208.1K (+$2.2K)
Filed 2026-11-03
Stephen J. Garry & Associates, LLC
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$208.1K (+$2.2K)
Filed 2026-11-05
Penney Financial, LLC
INCREASED
Shares627 from 625
Change+2 (+0%)
Value$207.4K (+$2.8K)
Filed 2026-10-20
Treasure Coast Financial Planning
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$206.8K (+$2.2K)
Filed 2026-11-03
Hapanowicz & Associates Financial Services, Inc
UNCHANGED
Shares624 from 624
Change0 (0%)
Value$206.4K (+$2.2K)
Filed 2026-10-29
Collaborative Capital Advisors LLC
DECREASED
Shares623 from 962
Change-339 (-35%)
Value$206.3K (-$108.6K)
Filed 2026-11-06
C2c Wealth Management, LLC
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$205.8K (+$2.2K)
Filed 2026-10-20
Rakuten Securities, Inc.
DECREASED
Shares619 from 660
Change-41 (-6%)
Value$204.8K (-$11.3K)
Filed 2026-11-02
Tobam
UNCHANGED
Shares619 from 619
Change0 (0%)
Value$205.0K (+$2.0K)
Filed 2026-11-03
John W. Brooker & Co., CPAs
NEW
Shares617
Change+617
Value$204.1K
Filed 2026-10-21
Corbyn Investment Management Inc
UNCHANGED
Shares617 from 617
Change0 (0%)
Value$204.1K (+$2.2K)
Filed 2026-10-30
Gutierrez Wealth Advisory, LLC
NEW
Shares616
Change+616
Value$203.9K
Filed 2026-11-02
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$203.5K (+$2.2K)
Filed 2026-10-08
Founders Capital Management, LLC
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$203.1K (+$2.1K)
Filed 2026-10-23
Mraz, Amerine & Associates, Inc.
NEW
Shares610
Change+610
Value$201.9K
Filed 2026-10-30
Burk Holdings LLC
INCREASED
Shares610 from 494
Change+116 (+23%)
Value$201.8K (+$40.1K)
Filed 2026-11-05
Key Capital Management, Inc
DECREASED
Shares610 from 634
Change-24 (-4%)
Value$201.8K (-$5.7K)
Filed 2026-11-03
Brewster Financial Planning LLC
NEW
Shares609
Change+609
Value$201.5K
Filed 2026-10-13
Tull Financial Group, Inc.
DECREASED
Shares606 from 619
Change-13 (-2%)
Value$200.4K (-$2.1K)
Filed 2026-11-05
Strategic Advisory Partners, LLC
NEW
Shares605
Change+605
Value$200.2K
Filed 2026-11-06
Financial Network Wealth Advisors LLC
DECREASED
Shares604 from 660
Change-56 (-8%)
Value$199.8K (-$16.2K)
Filed 2026-10-28
Davis Capital Management
DECREASED
Shares603 from 609
Change-6 (-1%)
Value$199.6K (+$148)
Filed 2026-10-08
MidAtlantic Capital Management, Inc.
NEW
Shares600
Change+600
Value$198.5K
Filed 2026-11-05
Advocate Investing Services LLC
UNCHANGED
Shares575 from 575
Change0 (0%)
Value$190.2K (+$2.0K)
Filed 2026-10-26
KFG LLC
NEW
Shares552
Change+552
Value$182.6K
Filed 2026-11-02
Horrell Capital Management, Inc.
UNCHANGED
Shares547 from 547
Change0 (0%)
Value$181.0K (+$1.9K)
Filed 2026-10-08
Align Financial, LLC
DECREASED
Shares539 from 634
Change-95 (-15%)
Value$178.3K (-$29.2K)
Filed 2026-10-16
Bare Financial Services, Inc
INCREASED
Shares539 from 494
Change+45 (+9%)
Value$178.3K (+$16.6K)
Filed 2026-11-04
180 GPS Investments IC Ltd
INCREASED
Shares527 from 526
Change+1 (+0%)
Value$174.3K (+$2.2K)
Filed 2026-11-06
Clark Wealth Partners
INCREASED
Shares499 from 367
Change+132 (+36%)
Value$165.1K (+$45.0K)
Filed 2026-10-19
Hoese & Co LLP
DECREASED
Shares488 from 1,163
Change-675 (-58%)
Value$161.4K (-$219.2K)
Filed 2026-10-21
Wealth Analytics Partners, LLC
NEW
Shares483
Change+483
Value$159.8K
Filed 2026-10-19
DiNuzzo Private Wealth, Inc.
INCREASED
Shares483 from 423
Change+60 (+14%)
Value$159.8K (+$21.3K)
Filed 2026-10-16
Cedar Mountain Advisors, LLC
INCREASED
Shares460 from 459
Change+1 (+0%)
Value$152.1K (+$1.7K)
Filed 2026-10-15
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$152.2K (-$1.6K)
Filed 2026-10-01
Livelsberger Financial Advisory
NEW
Shares457
Change+457
Value$151.2K
Filed 2026-10-28
Miller Wealth Advisors, LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$142.3K (+$1.5K)
Filed 2026-11-02
Retirement Wealth Solutions LLC
INCREASED
Shares428 from 312
Change+116 (+37%)
Value$141.7K (+$39.5K)
Filed 2026-10-07
Midwest Capital Advisors, LLC
INCREASED
Shares426 from 325
Change+101 (+31%)
Value$140.8K (+$34.3K)
Filed 2026-11-04
Morton Brown Family Wealth, LLC
INCREASED
Shares414 from 321
Change+93 (+29%)
Value$137.0K (+$32.0K)
Filed 2026-10-23
Carolina Wealth Advisors, LLC
INCREASED
Shares400 from 149
Change+251 (+168%)
Value$132.3K (+$83.6K)
Filed 2026-10-23
Rothwell Investment Advisors, LLC
NEW
Shares399
Change+399
Value$132.0K
Filed 2026-11-06
Paladin Partners, LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$127.4K (+$1.3K)
Filed 2026-10-06
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$126.0K (+$1.3K)
Filed 2026-10-14
Main Street Group, LTD
UNCHANGED
Shares322 from 322
Change0 (0%)
Value$106.5K (+$1.1K)
Filed 2026-10-28
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares307 from 307
Change0 (0%)
Value$101.6K (+$1.1K)
Filed 2026-10-26
Strengthening Families & Communities, LLC
DECREASED
Shares305 from 342
Change-37 (-11%)
Value$101.0K (-$10.9K)
Filed 2026-10-21
Acima Private Wealth, LLC
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$97.9K (+$1.0K)
Filed 2026-10-05
Kroeger Financial Partners
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$96.6K (+$1.0K)
Filed 2026-10-19
Kings Path Partners LLC
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$94.6K (+$1.0K)
Filed 2026-10-21
Robbins Farley
DECREASED
Shares270 from 348
Change-78 (-22%)
Value$89.3K (-$24.6K)
Filed 2026-10-21
Global X Japan Co., Ltd.
DECREASED
Shares262 from 316
Change-54 (-17%)
Value$86.7K (-$16.8K)
Filed 2026-10-21
Friedenthal Financial
INCREASED
Shares261 from 33
Change+228 (+691%)
Value$86.4K (+$75.6K)
Filed 2026-10-27
Ulland Investment Advisors, LLC
UNCHANGED
Shares253 from 253
Change0 (0%)
Value$84 (+$1)
Filed 2026-10-13
Keystone Financial Group, Inc.
NEW
Shares250
Change+250
Value$82.7K
Filed 2026-10-13
Clayton Financial Group LLC
NEW
Shares250
Change+250
Value$82.7K
Filed 2026-10-13
Phillip James Consulting Co.
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$79.4K (+$840)
Filed 2026-11-03
Disciplina Capital Management LLC
INCREASED
Shares239 from 238
Change+1 (+0%)
Value$79.2K (+$1.2K)
Filed 2026-11-06
Prudent Man Investment Management, Inc.
INCREASED
Shares237 from 194
Change+43 (+22%)
Value$78.4K (+$15.9K)
Filed 2026-11-03
McCarley & Cook Financial Planners
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$78.4K (+$830)
Filed 2026-10-21
NorthAvenue LLC
DECREASED
Shares229 from 333
Change-104 (-31%)
Value$75.8K (-$33.2K)
Filed 2026-10-29
One River Asset Management, LLC
NEW
Shares220
Change+220
Value$72.8K
Filed 2026-10-21
Hanseatic Management Services Inc
NEW
Shares207
Change+207
Value$68.5K
Filed 2026-10-27
Collier Financial
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$62.9K (+$665)
Filed 2026-11-06
Curat Global, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$59.5K (+$6.6K)
Filed 2026-10-26
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED
Shares174 from 207
Change-33 (-16%)
Value$57.6K (-$10.2K)
Filed 2026-11-06
Sunrise Financial Services, LLC
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$55.6K (+$588)
Filed 2026-10-21
Montgomery Financial Services LLC
DECREASED
Shares161 from 189
Change-28 (-15%)
Value$53.3K (-$8.6K)
Filed 2026-11-03
Torren Management, LLC
INCREASED
Shares159 from 124
Change+35 (+28%)
Value$52.6K (+$12.0K)
Filed 2026-10-29
Team Financial Group, LLC
NEW
Shares150
Change+150
Value$49.8K
Filed 2026-10-30
Pioneer Family Office, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$47.0K (+$497)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
DECREASED
Shares126 from 185
Change-59 (-32%)
Value$41.8K (-$18.9K)
Filed 2026-11-02
Redwood Park Advisors LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$40.5K (+$571)
Filed 2026-11-02
Summit Securities Group LLC
NEW
Shares120
Change+120
Value$39.7K
Filed 2026-11-05
Bear Mountain Capital, Inc.
DECREASED
Shares117 from 152
Change-35 (-23%)
Value$39.7K (-$12.4K)
Filed 2026-11-04
Miller Global Investments, LLC
DECREASED
Shares115 from 334
Change-219 (-66%)
Value$38.0K (-$71.3K)
Filed 2026-10-02
MJT & Associates Financial Advisory Group, Inc.
DECREASED
Shares114 from 130
Change-16 (-12%)
Value$37.7K (-$4.8K)
Filed 2026-10-07
Strategic Advocates LLC
INCREASED
Shares109 from 92
Change+17 (+18%)
Value$36.1K (+$5.9K)
Filed 2026-11-03
Accordant Advisory Group Inc
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$36.1K (+$382)
Filed 2026-10-29
Aventus Investment Advisors, Inc.
INCREASED
Shares106 from 100
Change+6 (+6%)
Value$35.1K (+$2.3K)
Filed 2026-10-09
Decker Retirement Planning Inc.
DECREASED
Shares104 from 184
Change-80 (-43%)
Value$34.3K (-$25.8K)
Filed 2026-10-19
Advantage Trust Co
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$33.4K (+$354)
Filed 2026-10-19
POM Investment Strategies, LLC
DECREASED
Shares99 from 103
Change-4 (-4%)
Value$32.8K (-$944)
Filed 2026-10-20
Horizons Wealth Management
NEW
Shares95
Change+95
Value$31.4K
Filed 2026-10-05
Goodman Advisory Group, LLC
NEW
Shares93
Change+93
Value$30.8K
Filed 2026-11-02
Harbor Asset Planning, Inc.
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$30.1K (+$320)
Filed 2026-10-23
J. R. Prunier Capital Management LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$27.9K (+$411)
Filed 2026-11-09
Fairman Group, LLC
INCREASED
Shares79 from 78
Change+1 (+1%)
Value$26.0K (+$342)
Filed 2026-10-26
Park Square Financial Group, LLC
DECREASED
Shares77 from 79
Change-2 (-3%)
Value$25.5K (-$385)
Filed 2026-11-09
Breakwater Investment Management
INCREASED
Shares76 from 50
Change+26 (+52%)
Value$25.1K (+$8.8K)
Filed 2026-10-20
Transce3nd, LLC
INCREASED
Shares76 from 62
Change+14 (+23%)
Value$25.5K (+$4.6K)
Filed 2026-10-26
Vermillion Wealth Management, Inc.
DECREASED
Shares68 from 905
Change-837 (-92%)
Value$22.4K (-$273.9K)
Filed 2026-10-26
Fiduciary Advisors, Inc.
INCREASED
Shares62 from 18
Change+44 (+244%)
Value$20.5K (+$14.6K)
Filed 2026-10-16
PayPay Securities Corp
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$17.2K (+$182)
Filed 2026-10-27
3 Factor Indexing, LLC
DECREASED
Shares47 from 54
Change-7 (-13%)
Value$15.6K (-$2.1K)
Filed 2026-10-15
Baer Investment Advisory LLC
NEW
Shares40
Change+40
Value$13.2K
Filed 2026-10-13
Bernzott Capital Advisors
NEW
Shares26
Change+26
Value$8.6K
Filed 2026-10-29
Intelligent Financial Strategies
NEW
Shares19
Change+19
Value$6.3K
Filed 2026-10-16
Networth Advisors, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2.0K (+$30)
Filed 2026-11-03
MKP Capital Management, L.L.C.
CLOSED
Shares0 from 1,423,000
Change-1,423,000 (-100%)
Value$0 (-$465.8M)
Filed 2026-11-04
BSN Capital Partners Ltd
CLOSED
Shares0 from 100,000
Change-100,000 (-100%)
Value$0 (-$33.3M)
Filed 2026-10-23
Kinsale Capital Group, Inc.
CLOSED
Shares0 from 65,270
Change-65,270 (-100%)
Value$0 (-$21.4M)
Filed 2026-11-04
Generate Investment Management Ltd
CLOSED
Shares0 from 64,643
Change-64,643 (-100%)
Value$0 (-$21.2M)
Filed 2026-10-14
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 25,083
Change-25,083 (-100%)
Value$0 (-$8.2M)
Filed 2026-10-15
OMC Financial Services LTD
CLOSED
Shares0 from 11,450
Change-11,450 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-19
Rezny Wealth Management, Inc.
CLOSED
Shares0 from 10,895
Change-10,895 (-100%)
Value$0 (-$3.6M)
Filed 2026-10-15
Hofer & Associates. Inc
CLOSED
Shares0 from 6,190
Change-6,190 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-13
Arbor Capital Management Inc
CLOSED
Shares0 from 5,978
Change-5,978 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-21
Laurion Capital Management LP
CLOSED
Shares0 from 2,962
Change-2,962 (-100%)
Value$0 (-$969.6K)
Filed 2026-10-30
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 2,876
Change-2,876 (-100%)
Value$0 (-$941.4K)
Filed 2026-10-29
Tuttle Capital Management, LLC
CLOSED
Shares0 from 2,391
Change-2,391 (-100%)
Value$0 (-$782.6K)
Filed 2026-10-21
Waycross Partners, LLC
CLOSED
Shares0 from 2,247
Change-2,247 (-100%)
Value$0 (-$735.5K)
Filed 2026-11-03
Check Capital Management Inc
CLOSED
Shares0 from 1,914
Change-1,914 (-100%)
Value$0 (-$626.6K)
Filed 2026-11-05
CogentBlue Wealth Advisors, LLC
CLOSED
Shares0 from 1,906
Change-1,906 (-100%)
Value$0 (-$623.9K)
Filed 2026-10-09
Sanchez Wealth Management Group
CLOSED
Shares0 from 1,775
Change-1,775 (-100%)
Value$0 (-$580.9K)
Filed 2026-11-02
Scarborough Advisors, LLC
CLOSED
Shares0 from 1,749
Change-1,749 (-100%)
Value$0 (-$561.7K)
Filed 2026-10-16
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 1,709
Change-1,709 (-100%)
Value$0 (-$559.4K)
Filed 2026-11-04
Flaharty Asset Management, LLC
CLOSED
Shares0 from 1,691
Change-1,691 (-100%)
Value$0 (-$565.6K)
Filed 2026-11-02
Townsend & Associates, Inc
CLOSED
Shares0 from 1,661
Change-1,661 (-100%)
Value$0 (-$562.9K)
Filed 2026-10-23
One Wealth Capital Management, LLC
CLOSED
Shares0 from 1,461
Change-1,461 (-100%)
Value$0 (-$478.2K)
Filed 2026-10-23
Provident Wealth Management, LLC
CLOSED
Shares0 from 1,357
Change-1,357 (-100%)
Value$0 (-$444.2K)
Filed 2026-10-20
Jackson Square Capital, LLC
CLOSED
Shares0 from 1,325
Change-1,325 (-100%)
Value$0 (-$433.7K)
Filed 2026-10-19
Frontier Asset Management, LLC
CLOSED
Shares0 from 1,151
Change-1,151 (-100%)
Value$0 (-$376.9K)
Filed 2026-10-28
Luminvest Wealth Management LLC
CLOSED
Shares0 from 1,065
Change-1,065 (-100%)
Value$0 (-$349.1K)
Filed 2026-10-14
Providence Financial Advisors, LLC
CLOSED
Shares0 from 875
Change-875 (-100%)
Value$0 (-$286.4K)
Filed 2026-11-06
Sageworth Trust Co
CLOSED
Shares0 from 802
Change-802 (-100%)
Value$0 (-$262.5K)
Filed 2026-10-30
Phocas Financial Corp.
CLOSED
Shares0 from 798
Change-798 (-100%)
Value$0 (-$261.2K)
Filed 2026-11-09
BFI Wealth Solutions, LLC
CLOSED
Shares0 from 713
Change-713 (-100%)
Value$0 (-$233.4K)
Filed 2026-10-16
Pincus Capital Management, LP
CLOSED
Shares0 from 703
Change-703 (-100%)
Value$0 (-$230.1K)
Filed 2026-11-09
Bayshore Asset Management, LLC
CLOSED
Shares0 from 698
Change-698 (-100%)
Value$0 (-$228.5K)
Filed 2026-11-03
Lane Brothers & Co Inc
CLOSED
Shares0 from 696
Change-696 (-100%)
Value$0 (-$228.0K)
Filed 2026-11-02
Torrey Growth & Income Advisors
CLOSED
Shares0 from 692
Change-692 (-100%)
Value$0 (-$227.8K)
Filed 2026-11-04
Sageworth Trust Co of South Dakota
CLOSED
Shares0 from 682
Change-682 (-100%)
Value$0 (-$223.2K)
Filed 2026-10-30
Gunderson Capital Management LLC
CLOSED
Shares0 from 673
Change-673 (-100%)
Value$0 (-$220.3K)
Filed 2026-10-15
Blue Sky Capital Consultants Group, Inc.
CLOSED
Shares0 from 635
Change-635 (-100%)
Value$0 (-$207.8K)
Filed 2026-10-13
Retiremitten Financial LLC
CLOSED
Shares0 from 626
Change-626 (-100%)
Value$0 (-$204.9K)
Filed 2026-11-05
Valley Forge Investment Consultants Inc ADV
CLOSED
Shares0 from 619
Change-619 (-100%)
Value$0 (-$202.6K)
Filed 2026-11-03
Stonehearth Capital Management, LLC
CLOSED
Shares0 from 614
Change-614 (-100%)
Value$0 (-$201.0K)
Filed 2026-10-13
Foundry Financial LLC
CLOSED
Shares0 from 613
Change-613 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-16
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 502
Change-502 (-100%)
Value$0 (-$161)
Filed 2026-11-06
Catalyst Capital Advisors LLC
CLOSED
Shares0 from 468
Change-468 (-100%)
Value$0 (-$153.2K)
Filed 2026-11-02
Islay Capital Management, LLC
CLOSED
Shares0 from 426
Change-426 (-100%)
Value$0 (-$139.4K)
Filed 2026-10-20
Robinswood Financial LLC
CLOSED
Shares0 from 379
Change-379 (-100%)
Value$0 (-$124.3K)
Filed 2026-10-20
Alpha Wealth Funds, LLC
CLOSED
Shares0 from 197
Change-197 (-100%)
Value$0 (-$64.5K)
Filed 2026-11-05
Merrithew & Thorsten Inc
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$41.0K)
Filed 2026-11-06
Whipplewood Advisors, LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$22.9K)
Filed 2026-10-20
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$1.1M (+$11.4K)
Filed 2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$3.5M (+$616.1K)
Filed 2026-10-29
BlackRock, Inc.
N/A
Shares— from 206,290,537
Change-206,290,537 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 161,586,023
Change-161,586,023 (-100%)
Value—
State Street Corp
N/A
Shares— from 125,209,293
Change-125,209,293 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 69,666,753
Change-69,666,753 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 67,092,426
Change-67,092,426 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 65,819,503
Change-65,819,503 (-100%)
Value—
Norges Bank
N/A
Shares— from 36,122,327
Change-36,122,327 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 30,677,237
Change-30,677,237 (-100%)
Value—
Capital Research Global Investors
N/A
Shares— from 27,746,323
Change-27,746,323 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 27,686,080
Change-27,686,080 (-100%)
Value—
FMR LLC
N/A
Shares— from 26,296,276
Change-26,296,276 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 25,300,855
Change-25,300,855 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 23,350,060
Change-23,350,060 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 22,764,634
Change-22,764,634 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 19,187,267
Change-19,187,267 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 18,833,413
Change-18,833,413 (-100%)
Value—
UBS Group AG
N/A
Shares— from 18,807,767
Change-18,807,767 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 17,895,549
Change-17,895,549 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 17,323,113
Change-17,323,113 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 15,005,188
Change-15,005,188 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,783,980
Change-14,783,980 (-100%)
Value—
Capital World Investors
N/A
Shares— from 14,473,602
Change-14,473,602 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 14,324,700
Change-14,324,700 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 13,967,087
Change-13,967,087 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 13,150,448
Change-13,150,448 (-100%)
Value—
Capital International Investors
N/A
Shares— from 12,663,449
Change-12,663,449 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 12,502,439
Change-12,502,439 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 12,270,986
Change-12,270,986 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8,070,258
Change-8,070,258 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 8,020,990
Change-8,020,990 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 7,975,997
Change-7,975,997 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 7,765,901
Change-7,765,901 (-100%)
Value—
Boston Partners
N/A
Shares— from 7,360,355
Change-7,360,355 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,273,067
Change-7,273,067 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 7,252,675
Change-7,252,675 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,806,039
Change-6,806,039 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 6,567,996
Change-6,567,996 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 5,652,111
Change-5,652,111 (-100%)
Value—
National Pension Service
N/A
Shares— from 5,549,588
Change-5,549,588 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 5,522,943
Change-5,522,943 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 5,358,320
Change-5,358,320 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 5,326,335
Change-5,326,335 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,130,331
Change-5,130,331 (-100%)
Value—
Unisphere Establishment
N/A
Shares— from 4,800,000
Change-4,800,000 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 4,710,984
Change-4,710,984 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 4,511,046
Change-4,511,046 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 4,174,142
Change-4,174,142 (-100%)
Value—
Wellington Management Group LLP
N/A
Shares— from 4,123,891
Change-4,123,891 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 4,071,860
Change-4,071,860 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 4,008,406
Change-4,008,406 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 3,892,479
Change-3,892,479 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,865,671
Change-3,865,671 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 3,857,742
Change-3,857,742 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 3,826,652
Change-3,826,652 (-100%)
Value—
APG Asset Management N.V.
N/A
Shares— from 3,554,331
Change-3,554,331 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,531,066
Change-3,531,066 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 3,520,281
Change-3,520,281 (-100%)
Value—
Primecap Management Co
N/A
Shares— from 3,382,627
Change-3,382,627 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 3,214,618
Change-3,214,618 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 3,158,977
Change-3,158,977 (-100%)
Value—
Aviva PLC
N/A
Shares— from 3,098,055
Change-3,098,055 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,966,729
Change-2,966,729 (-100%)
Value—
FIL Ltd
N/A
Shares— from 2,965,186
Change-2,965,186 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,957,516
Change-2,957,516 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,913,920
Change-2,913,920 (-100%)
Value—
Viking Global Investors LP
N/A
Shares— from 2,899,386
Change-2,899,386 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 2,888,627
Change-2,888,627 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 2,882,314
Change-2,882,314 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 2,842,230
Change-2,842,230 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 2,773,481
Change-2,773,481 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,753,044
Change-2,753,044 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 2,745,469
Change-2,745,469 (-100%)
Value—
Credit Agricole S A
N/A
Shares— from 2,718,848
Change-2,718,848 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,626,400
Change-2,626,400 (-100%)
Value—
S&G Foundation
N/A
Shares— from 2,617,548
Change-2,617,548 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 2,596,890
Change-2,596,890 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,566,594
Change-2,566,594 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 2,473,477
Change-2,473,477 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,459,728
Change-2,459,728 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,448,359
Change-2,448,359 (-100%)
Value—
Adage Capital Partners GP, L.L.C.
N/A
Shares— from 2,389,766
Change-2,389,766 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,313,670
Change-2,313,670 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 2,281,826
Change-2,281,826 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 2,276,184
Change-2,276,184 (-100%)
Value—
Blair William & Co
N/A
Shares— from 2,270,360
Change-2,270,360 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 2,224,822
Change-2,224,822 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,214,465
Change-2,214,465 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,203,107
Change-2,203,107 (-100%)
Value—
Royal London Asset Management LTD
N/A
Shares— from 2,189,863
Change-2,189,863 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 2,187,136
Change-2,187,136 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,180,764
Change-2,180,764 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 2,151,724
Change-2,151,724 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,130,829
Change-2,130,829 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2,017,048
Change-2,017,048 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,978,070
Change-1,978,070 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,896,563
Change-1,896,563 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,892,490
Change-1,892,490 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,889,723
Change-1,889,723 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,785,762
Change-1,785,762 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 1,756,250
Change-1,756,250 (-100%)
Value—
Storebrand Asset Management AS
N/A
Shares— from 1,718,354
Change-1,718,354 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 1,699,648
Change-1,699,648 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 1,664,051
Change-1,664,051 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 1,653,413
Change-1,653,413 (-100%)
Value—
Public Sector Pension Investment Board
N/A
Shares— from 1,640,123
Change-1,640,123 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 1,633,730
Change-1,633,730 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 1,611,262
Change-1,611,262 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,594,345
Change-1,594,345 (-100%)
Value—
Lord, Abbett & Co. LLC
N/A
Shares— from 1,579,658
Change-1,579,658 (-100%)
Value—
Axiom Investors LLC
N/A
Shares— from 1,571,309
Change-1,571,309 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,479,664
Change-1,479,664 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,455,328
Change-1,455,328 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,430,418
Change-1,430,418 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,421,239
Change-1,421,239 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,413,451
Change-1,413,451 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 1,376,632
Change-1,376,632 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,370,883
Change-1,370,883 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,367,973
Change-1,367,973 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,342,164
Change-1,342,164 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 1,330,284
Change-1,330,284 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,297,817
Change-1,297,817 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,283,604
Change-1,283,604 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 1,240,480
Change-1,240,480 (-100%)
Value—
Omers Administration Corp
N/A
Shares— from 1,239,469
Change-1,239,469 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 1,227,148
Change-1,227,148 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 1,213,493
Change-1,213,493 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,174,779
Change-1,174,779 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,170,524
Change-1,170,524 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 1,159,272
Change-1,159,272 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 1,145,561
Change-1,145,561 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 1,138,956
Change-1,138,956 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,132,354
Change-1,132,354 (-100%)
Value—
Man Group plc
N/A
Shares— from 1,113,682
Change-1,113,682 (-100%)
Value—
Worldquant Millennium Advisors LLC
N/A
Shares— from 1,077,546
Change-1,077,546 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,042,612
Change-1,042,612 (-100%)
Value—
Paralel Advisors LLC
N/A
Shares— from 1,028,000
Change-1,028,000 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 1,016,977
Change-1,016,977 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 971,483
Change-971,483 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 966,939
Change-966,939 (-100%)
Value—
Blue Sparrow, LLC
N/A
Shares— from 963,299
Change-963,299 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 950,862
Change-950,862 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 950,438
Change-950,438 (-100%)
Value—
&partners
N/A
Shares— from 935,957
Change-935,957 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 923,550
Change-923,550 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 910,802
Change-910,802 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 910,319
Change-910,319 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 907,653
Change-907,653 (-100%)
Value—
Employees Provident Fund Board
N/A
Shares— from 900,000
Change-900,000 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 884,396
Change-884,396 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 870,063
Change-870,063 (-100%)
Value—
Tredje Ap-fonden
N/A
Shares— from 869,560
Change-869,560 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 857,246
Change-857,246 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 853,322
Change-853,322 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 818,145
Change-818,145 (-100%)
Value—
Cullen Capital Management, LLC
N/A
Shares— from 810,780
Change-810,780 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 805,701
Change-805,701 (-100%)
Value—
Groupama Asset Managment
N/A
Shares— from 787,079
Change-787,079 (-100%)
Value—
Rafferty Asset Management, LLC
N/A
Shares— from 780,568
Change-780,568 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 774,721
Change-774,721 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 772,764
Change-772,764 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 770,267
Change-770,267 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 741,663
Change-741,663 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 740,574
Change-740,574 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 739,408
Change-739,408 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 737,445
Change-737,445 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 724,174
Change-724,174 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 719,879
Change-719,879 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 706,660
Change-706,660 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 702,937
Change-702,937 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 702,078
Change-702,078 (-100%)
Value—
Life Cycle Investment Partners Ltd
N/A
Shares— from 699,121
Change-699,121 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 679,231
Change-679,231 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 676,814
Change-676,814 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 674,682
Change-674,682 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 670,018
Change-670,018 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 663,632
Change-663,632 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 658,183
Change-658,183 (-100%)
Value—
Vinva Investment Management Ltd
N/A
Shares— from 633,327
Change-633,327 (-100%)
Value—
Erste Asset Management GmbH
N/A
Shares— from 625,637
Change-625,637 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 612,924
Change-612,924 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 610,353
Change-610,353 (-100%)
Value—
Groupe la Francaise
N/A
Shares— from 601,145
Change-601,145 (-100%)
Value—
Bristol John W & Co Inc
N/A
Shares— from 599,431
Change-599,431 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 595,339
Change-595,339 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 588,465
Change-588,465 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 584,992
Change-584,992 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 583,009
Change-583,009 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 582,767
Change-582,767 (-100%)
Value—
Capital International, Inc.
N/A
Shares— from 580,817
Change-580,817 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 578,090
Change-578,090 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 565,120
Change-565,120 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 556,645
Change-556,645 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 549,021
Change-549,021 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 542,873
Change-542,873 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 541,729
Change-541,729 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 538,373
Change-538,373 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 534,744
Change-534,744 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 525,934
Change-525,934 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 519,610
Change-519,610 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 517,473
Change-517,473 (-100%)
Value—
Samlyn Capital, LLC
N/A
Shares— from 507,845
Change-507,845 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 507,520
Change-507,520 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 504,900
Change-504,900 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 504,021
Change-504,021 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 499,797
Change-499,797 (-100%)
Value—
Davis Asset Management, L.P.
N/A
Shares— from 493,896
Change-493,896 (-100%)
Value—
Homestead Advisers Corp
N/A
Shares— from 492,925
Change-492,925 (-100%)
Value—
Commerzbank Aktiengesellschaft
N/A
Shares— from 489,209
Change-489,209 (-100%)
Value—
Bridges Investment Management Inc
N/A
Shares— from 489,080
Change-489,080 (-100%)
Value—
Mufg Securities Emea plc
N/A
Shares— from 485,037
Change-485,037 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 478,470
Change-478,470 (-100%)
Value—
Davis Selected Advisers
N/A
Shares— from 476,389
Change-476,389 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 475,472
Change-475,472 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 474,800
Change-474,800 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 474,603
Change-474,603 (-100%)
Value—
Basswood Capital Management, L.L.C.
N/A
Shares— from 469,496
Change-469,496 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 462,140
Change-462,140 (-100%)
Value—
Varma Mutual Pension Insurance Co
N/A
Shares— from 461,411
Change-461,411 (-100%)
Value—
ING Groep NV
N/A
Shares— from 456,036
Change-456,036 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 444,797
Change-444,797 (-100%)
Value—
Stephens Inc
N/A
Shares— from 438,978
Change-438,978 (-100%)
Value—
ABN Amro Bank N.V.
N/A
Shares— from 435,428
Change-435,428 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 435,160
Change-435,160 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 431,535
Change-431,535 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 423,411
Change-423,411 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 421,531
Change-421,531 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 405,969
Change-405,969 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 403,266
Change-403,266 (-100%)
Value—
British Columbia Investment Management Corp
N/A
Shares— from 402,122
Change-402,122 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 401,962
Change-401,962 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 399,018
Change-399,018 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 390,881
Change-390,881 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 385,678
Change-385,678 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 378,479
Change-378,479 (-100%)
Value—
EFG International AG
N/A
Shares— from 377,555
Change-377,555 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 374,875
Change-374,875 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 374,144
Change-374,144 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 373,822
Change-373,822 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 373,734
Change-373,734 (-100%)
Value—
Macquarie Group LTD
N/A
Shares— from 364,639
Change-364,639 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 362,177
Change-362,177 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 360,000
Change-360,000 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 357,839
Change-357,839 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 347,316
Change-347,316 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 346,587
Change-346,587 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 343,644
Change-343,644 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 343,254
Change-343,254 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 343,067
Change-343,067 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 342,484
Change-342,484 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 330,704
Change-330,704 (-100%)
Value—
Mediolanum International Funds Ltd
N/A
Shares— from 326,002
Change-326,002 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 325,514
Change-325,514 (-100%)
Value—
Andra Ap-fonden
N/A
Shares— from 322,085
Change-322,085 (-100%)
Value—
Prudential PLC
N/A
Shares— from 315,680
Change-315,680 (-100%)
Value—
DJE Kapital AG
N/A
Shares— from 315,080
Change-315,080 (-100%)
Value—
Global Frontier Investments LLC
N/A
Shares— from 314,000
Change-314,000 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 308,296
Change-308,296 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 306,392
Change-306,392 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 301,725
Change-301,725 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 294,172
Change-294,172 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 291,617
Change-291,617 (-100%)
Value—
BNP Paribas
N/A
Shares— from 290,350
Change-290,350 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 289,302
Change-289,302 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 287,113
Change-287,113 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 285,292
Change-285,292 (-100%)
Value—
Milford Funds LTD
N/A
Shares— from 284,028
Change-284,028 (-100%)
Value—
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A
Shares— from 283,200
Change-283,200 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 282,368
Change-282,368 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 279,772
Change-279,772 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 264,218
Change-264,218 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 263,530
Change-263,530 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 261,581
Change-261,581 (-100%)
Value—
RNC Capital Management LLC
N/A
Shares— from 258,829
Change-258,829 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 256,815
Change-256,815 (-100%)
Value—
Longaeva Partners L.P.
N/A
Shares— from 254,986
Change-254,986 (-100%)
Value—
Investment Management Corp of Ontario
N/A
Shares— from 252,715
Change-252,715 (-100%)
Value—
Allstate Corp
N/A
Shares— from 250,584
Change-250,584 (-100%)
Value—
Wilkinson Global Asset Management LLC
N/A
Shares— from 248,470
Change-248,470 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 248,345
Change-248,345 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 248,028
Change-248,028 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 247,889
Change-247,889 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 242,256
Change-242,256 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 240,659
Change-240,659 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 239,772
Change-239,772 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 238,916
Change-238,916 (-100%)
Value—
Voleon Capital Management LP
N/A
Shares— from 238,577
Change-238,577 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 236,030
Change-236,030 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 235,534
Change-235,534 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 233,142
Change-233,142 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 232,892
Change-232,892 (-100%)
Value—
Cornerstone Investment Partners, LLC
N/A
Shares— from 231,074
Change-231,074 (-100%)
Value—
Aviso Financial Inc.
N/A
Shares— from 228,890
Change-228,890 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 226,975
Change-226,975 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 226,670
Change-226,670 (-100%)
Value—
Main Street Research LLC
N/A
Shares— from 226,299
Change-226,299 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 219,412
Change-219,412 (-100%)
Value—
Aristotle Atlantic Partners, LLC
N/A
Shares— from 217,720
Change-217,720 (-100%)
Value—
Ossiam
N/A
Shares— from 217,315
Change-217,315 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 214,857
Change-214,857 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 211,142
Change-211,142 (-100%)
Value—
VAN Lanschot Kempen Investment Management N.V.
N/A
Shares— from 210,989
Change-210,989 (-100%)
Value—
Mizuho Securities USA LLC
N/A
Shares— from 209,775
Change-209,775 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 208,806
Change-208,806 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 205,233
Change-205,233 (-100%)
Value—
Crawford Investment Counsel Inc
N/A
Shares— from 205,139
Change-205,139 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 203,413
Change-203,413 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 199,910
Change-199,910 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 199,334
Change-199,334 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 198,905
Change-198,905 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 198,839
Change-198,839 (-100%)
Value—
Nomura Holdings Inc
N/A
Shares— from 197,188
Change-197,188 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 191,888
Change-191,888 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 191,298
Change-191,298 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 189,938
Change-189,938 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 189,020
Change-189,020 (-100%)
Value—
Saudi Central Bank
N/A
Shares— from 187,756
Change-187,756 (-100%)
Value—
NS Partners Ltd
N/A
Shares— from 187,157
Change-187,157 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 185,812
Change-185,812 (-100%)
Value—
LGT Fund Management Co Ltd.
N/A
Shares— from 183,562
Change-183,562 (-100%)
Value—
Allianz SE
N/A
Shares— from 183,047
Change-183,047 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 181,638
Change-181,638 (-100%)
Value—
Harding Loevner LP
N/A
Shares— from 181,377
Change-181,377 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 176,488
Change-176,488 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 174,535
Change-174,535 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 173,008
Change-173,008 (-100%)
Value—
Kentucky Retirement Systems
N/A
Shares— from 171,502
Change-171,502 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 171,403
Change-171,403 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 170,877
Change-170,877 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 169,305
Change-169,305 (-100%)
Value—
Capital International Sarl
N/A
Shares— from 169,275
Change-169,275 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 167,828
Change-167,828 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 164,847
Change-164,847 (-100%)
Value—
Drexel Morgan & Co.
N/A
Shares— from 163,589
Change-163,589 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 162,491
Change-162,491 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 162,098
Change-162,098 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 161,016
Change-161,016 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 159,923
Change-159,923 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 159,525
Change-159,525 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 159,102
Change-159,102 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 158,696
Change-158,696 (-100%)
Value—
Jupiter Asset Management LTD
N/A
Shares— from 158,424
Change-158,424 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 155,692
Change-155,692 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 154,400
Change-154,400 (-100%)
Value—
Delaney Capital Management Ltd.
N/A
Shares— from 152,800
Change-152,800 (-100%)
Value—
Discovery Capital Management, LLC / CT
N/A
Shares— from 151,300
Change-151,300 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 150,943
Change-150,943 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 150,478
Change-150,478 (-100%)
Value—
Bollard Group LLC
N/A
Shares— from 149,952
Change-149,952 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 149,682
Change-149,682 (-100%)
Value—
Brandes Investment Partners, LP
N/A
Shares— from 147,529
Change-147,529 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 147,323
Change-147,323 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 145,973
Change-145,973 (-100%)
Value—
Wesleyan Assurance Society
N/A
Shares— from 145,884
Change-145,884 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 145,381
Change-145,381 (-100%)
Value—
CSM Advisors, LLC
N/A
Shares— from 144,025
Change-144,025 (-100%)
Value—
Voloridge Investment Management, LLC
N/A
Shares— from 143,170
Change-143,170 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 142,989
Change-142,989 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 142,029
Change-142,029 (-100%)
Value—
Daiichi Life Insurance Co., Ltd.
N/A
Shares— from 141,609
Change-141,609 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 140,002
Change-140,002 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 139,437
Change-139,437 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 138,684
Change-138,684 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 137,531
Change-137,531 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 136,891
Change-136,891 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 135,428
Change-135,428 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 135,192
Change-135,192 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 134,957
Change-134,957 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 132,952
Change-132,952 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 130,544
Change-130,544 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 127,872
Change-127,872 (-100%)
Value—
Ostrum Asset Management
N/A
Shares— from 126,799
Change-126,799 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 126,582
Change-126,582 (-100%)
Value—
Dkrt Investments Corp.
N/A
Shares— from 125,000
Change-125,000 (-100%)
Value—
Fred Alger Management, LLC
N/A
Shares— from 124,930
Change-124,930 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 122,394
Change-122,394 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 120,442
Change-120,442 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 118,358
Change-118,358 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 118,264
Change-118,264 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 117,984
Change-117,984 (-100%)
Value—
Woodbridge Co LTD
N/A
Shares— from 117,593
Change-117,593 (-100%)
Value—
Dodge & COX
N/A
Shares— from 117,130
Change-117,130 (-100%)
Value—
First Long Island Investors, LLC
N/A
Shares— from 116,356
Change-116,356 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 115,785
Change-115,785 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 115,540
Change-115,540 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 115,433
Change-115,433 (-100%)
Value—
Lombard Odier Asset Management (Switzerland) SA
N/A
Shares— from 114,574
Change-114,574 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 114,563
Change-114,563 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 114,186
Change-114,186 (-100%)
Value—
Stonebridge Capital Advisors LLC
N/A
Shares— from 113,983
Change-113,983 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 110,940
Change-110,940 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 110,375
Change-110,375 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 110,329
Change-110,329 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 110,170
Change-110,170 (-100%)
Value—
Schwerin Boyle Capital Management Inc
N/A
Shares— from 109,913
Change-109,913 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 109,595
Change-109,595 (-100%)
Value—
Hudson Bay Capital Management LP
N/A
Shares— from 109,391
Change-109,391 (-100%)
Value—
Fullerton Fund Management Co Ltd.
N/A
Shares— from 109,052
Change-109,052 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 108,904
Change-108,904 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 108,572
Change-108,572 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 108,558
Change-108,558 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 108,066
Change-108,066 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 107,291
Change-107,291 (-100%)
Value—
Polar Capital Holdings Plc
N/A
Shares— from 107,219
Change-107,219 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 106,584
Change-106,584 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 106,504
Change-106,504 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 106,443
Change-106,443 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 104,320
Change-104,320 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 104,033
Change-104,033 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 103,960
Change-103,960 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 103,901
Change-103,901 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 103,311
Change-103,311 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 102,480
Change-102,480 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 102,165
Change-102,165 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 101,633
Change-101,633 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 101,376
Change-101,376 (-100%)
Value—
Harvest Portfolios Group Inc.
N/A
Shares— from 101,104
Change-101,104 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 100,082
Change-100,082 (-100%)
Value—
Titan Investment Solutions Ltd
N/A
Shares— from 99,954
Change-99,954 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 99,547
Change-99,547 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 99,488
Change-99,488 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 99,030
Change-99,030 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 97,905
Change-97,905 (-100%)
Value—
United Bank
N/A
Shares— from 97,846
Change-97,846 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 96,996
Change-96,996 (-100%)
Value—
Canada Post Corp Registered Pension Plan
N/A
Shares— from 95,250
Change-95,250 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 94,965
Change-94,965 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 94,790
Change-94,790 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 94,747
Change-94,747 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 94,588
Change-94,588 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 94,226
Change-94,226 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 93,527
Change-93,527 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 93,228
Change-93,228 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 93,158
Change-93,158 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 92,064
Change-92,064 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 91,856
Change-91,856 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 89,984
Change-89,984 (-100%)
Value—
Westpac Banking Corp
N/A
Shares— from 88,855
Change-88,855 (-100%)
Value—
Mufg Securities Americas Inc.
N/A
Shares— from 88,605
Change-88,605 (-100%)
Value—
Osmosis Investment Management UK Ltd
N/A
Shares— from 88,370
Change-88,370 (-100%)
Value—
Barrow Hanley Mewhinney & Strauss LLC
N/A
Shares— from 87,497
Change-87,497 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 86,519
Change-86,519 (-100%)
Value—
Sienna Gestion
N/A
Shares— from 86,434
Change-86,434 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 85,910
Change-85,910 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 84,933
Change-84,933 (-100%)
Value—
Summitry LLC
N/A
Shares— from 84,829
Change-84,829 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 84,252
Change-84,252 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 84,114
Change-84,114 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 83,576
Change-83,576 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 83,084
Change-83,084 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 83,018
Change-83,018 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 82,577
Change-82,577 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 82,381
Change-82,381 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 81,981
Change-81,981 (-100%)
Value—
CTC LLC
N/A
Shares— from 81,497
Change-81,497 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 81,211
Change-81,211 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 80,885
Change-80,885 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 80,160
Change-80,160 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 79,821
Change-79,821 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 79,433
Change-79,433 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 78,969
Change-78,969 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 78,621
Change-78,621 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 77,730
Change-77,730 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 76,924
Change-76,924 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 76,436
Change-76,436 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 74,708
Change-74,708 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 74,286
Change-74,286 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 73,319
Change-73,319 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 73,022
Change-73,022 (-100%)
Value—
BTC Capital Management, Inc.
N/A
Shares— from 72,923
Change-72,923 (-100%)
Value—
Siemens Fonds Invest GmbH
N/A
Shares— from 72,905
Change-72,905 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 72,888
Change-72,888 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 72,804
Change-72,804 (-100%)
Value—
CCM Investment Advisers LLC
N/A
Shares— from 72,571
Change-72,571 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 72,550
Change-72,550 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 72,338
Change-72,338 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 72,324
Change-72,324 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 72,256
Change-72,256 (-100%)
Value—
RBO & Co LLC
N/A
Shares— from 71,865
Change-71,865 (-100%)
Value—
IQ EQ Fund Management (Ireland) Ltd
N/A
Shares— from 71,790
Change-71,790 (-100%)
Value—
Kentucky Retirement Systems Insurance Trust Fund
N/A
Shares— from 71,170
Change-71,170 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 70,363
Change-70,363 (-100%)
Value—
Caisse DES Depots ET Consignations
N/A
Shares— from 70,031
Change-70,031 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 69,378
Change-69,378 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 69,077
Change-69,077 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 69,053
Change-69,053 (-100%)
Value—
Simmons Bank
N/A
Shares— from 68,402
Change-68,402 (-100%)
Value—
Carlson Capital, L.P.
N/A
Shares— from 68,285
Change-68,285 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 68,127
Change-68,127 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 68,110
Change-68,110 (-100%)
Value—
Barbara Oil Co.
N/A
Shares— from 67,000
Change-67,000 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 65,878
Change-65,878 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 65,525
Change-65,525 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 65,218
Change-65,218 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 65,043
Change-65,043 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 64,768
Change-64,768 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 64,631
Change-64,631 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 64,298
Change-64,298 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 64,082
Change-64,082 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 63,985
Change-63,985 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 63,735
Change-63,735 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 63,666
Change-63,666 (-100%)
Value—
Edgar Lomax Co
N/A
Shares— from 63,662
Change-63,662 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 63,499
Change-63,499 (-100%)
Value—
Leith Wheeler Investment Counsel Ltd.
N/A
Shares— from 63,489
Change-63,489 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 63,447
Change-63,447 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 63,442
Change-63,442 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 63,033
Change-63,033 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 62,999
Change-62,999 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 62,804
Change-62,804 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 62,473
Change-62,473 (-100%)
Value—
Bank of Nova Scotia Trust Co
N/A
Shares— from 61,976
Change-61,976 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 61,539
Change-61,539 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 61,191
Change-61,191 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 60,800
Change-60,800 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 60,554
Change-60,554 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 60,185
Change-60,185 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 60,118
Change-60,118 (-100%)
Value—
Buckley Wealth Management, LLC
N/A
Shares— from 59,992
Change-59,992 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 59,805
Change-59,805 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 59,566
Change-59,566 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 59,052
Change-59,052 (-100%)
Value—
Winslow Asset Management Inc
N/A
Shares— from 59,011
Change-59,011 (-100%)
Value—
AR Asset Management Inc
N/A
Shares— from 58,772
Change-58,772 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 58,600
Change-58,600 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 57,792
Change-57,792 (-100%)
Value—
German American Bancorp, Inc.
N/A
Shares— from 57,445
Change-57,445 (-100%)
Value—
Whalerock Point Partners, LLC
N/A
Shares— from 57,414
Change-57,414 (-100%)
Value—
Capital International LTD
N/A
Shares— from 56,587
Change-56,587 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 56,561
Change-56,561 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 56,449
Change-56,449 (-100%)
Value—
Impax Asset Management Group plc
N/A
Shares— from 56,429
Change-56,429 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 56,133
Change-56,133 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 55,774
Change-55,774 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 55,138
Change-55,138 (-100%)
Value—
NWI Management LP
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
South Dakota Investment Council
N/A
Shares— from 54,648
Change-54,648 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 54,029
Change-54,029 (-100%)
Value—
Marsico Capital Management LLC
N/A
Shares— from 53,995
Change-53,995 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 53,780
Change-53,780 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 53,310
Change-53,310 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 53,263
Change-53,263 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 53,003
Change-53,003 (-100%)
Value—
Miramar Capital, LLC
N/A
Shares— from 52,493
Change-52,493 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 52,326
Change-52,326 (-100%)
Value—
one8zero8, LLC
N/A
Shares— from 51,800
Change-51,800 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 51,414
Change-51,414 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 51,373
Change-51,373 (-100%)
Value—
Clough Capital Partners L P
N/A
Shares— from 51,360
Change-51,360 (-100%)
Value—
Dividend Assets Capital, LLC
N/A
Shares— from 51,281
Change-51,281 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 51,229
Change-51,229 (-100%)
Value—
Mizuho Markets Americas LLC
N/A
Shares— from 51,000
Change-51,000 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 50,525
Change-50,525 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 50,479
Change-50,479 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 50,345
Change-50,345 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 50,309
Change-50,309 (-100%)
Value—
Venator Management LLC
N/A
Shares— from 50,267
Change-50,267 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 50,236
Change-50,236 (-100%)
Value—
Rheos Capital Works Inc.
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 49,825
Change-49,825 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 49,765
Change-49,765 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 49,446
Change-49,446 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 48,966
Change-48,966 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 48,924
Change-48,924 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 48,665
Change-48,665 (-100%)
Value—
Brave Asset Management Inc
N/A
Shares— from 47,930
Change-47,930 (-100%)
Value—
Giverny Capital Inc.
N/A
Shares— from 47,876
Change-47,876 (-100%)
Value—
Twin Capital Management Inc
N/A
Shares— from 47,806
Change-47,806 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 47,709
Change-47,709 (-100%)
Value—
Boyar Asset Management Inc.
N/A
Shares— from 47,685
Change-47,685 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 47,668
Change-47,668 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 47,362
Change-47,362 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 47,327
Change-47,327 (-100%)
Value—
Rench Wealth Management, Inc.
N/A
Shares— from 47,129
Change-47,129 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 47,083
Change-47,083 (-100%)
Value—
Longbow Finance SA
N/A
Shares— from 46,628
Change-46,628 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 46,612
Change-46,612 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 46,254
Change-46,254 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 46,062
Change-46,062 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 45,858
Change-45,858 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 45,668
Change-45,668 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 45,339
Change-45,339 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 44,770
Change-44,770 (-100%)
Value—
Punch & Associates Investment Management, Inc.
N/A
Shares— from 44,647
Change-44,647 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 44,544
Change-44,544 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 44,312
Change-44,312 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 44,211
Change-44,211 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 43,872
Change-43,872 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 43,509
Change-43,509 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 43,280
Change-43,280 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 43,147
Change-43,147 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 43,065
Change-43,065 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 42,950
Change-42,950 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 42,904
Change-42,904 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 42,703
Change-42,703 (-100%)
Value—
Interval Partners, LP
N/A
Shares— from 42,677
Change-42,677 (-100%)
Value—
Schulhoff & Co Inc
N/A
Shares— from 42,624
Change-42,624 (-100%)
Value—
Guardian Capital LP
N/A
Shares— from 42,546
Change-42,546 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 42,219
Change-42,219 (-100%)
Value—
Sone Capital Management, LLC
N/A
Shares— from 42,160
Change-42,160 (-100%)
Value—
Systematic Alpha Investments, LLC
N/A
Shares— from 42,064
Change-42,064 (-100%)
Value—
Matthew 25 Management Corp
N/A
Shares— from 41,750
Change-41,750 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 41,436
Change-41,436 (-100%)
Value—
Liontrust Investment Partners LLP
N/A
Shares— from 41,143
Change-41,143 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 41,050
Change-41,050 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 41,000
Change-41,000 (-100%)
Value—
Elk River Wealth Management LLC
N/A
Shares— from 40,712
Change-40,712 (-100%)
Value—
Lathrop Investment Management Co
N/A
Shares— from 40,610
Change-40,610 (-100%)
Value—
Unison Asset Management LLC
N/A
Shares— from 40,419
Change-40,419 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 39,907
Change-39,907 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 39,889
Change-39,889 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 39,817
Change-39,817 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 39,661
Change-39,661 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 39,608
Change-39,608 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 39,379
Change-39,379 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 39,360
Change-39,360 (-100%)
Value—
Altrafin AG
N/A
Shares— from 39,326
Change-39,326 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 39,208
Change-39,208 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 39,170
Change-39,170 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 39,146
Change-39,146 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 39,093
Change-39,093 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 38,920
Change-38,920 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 38,543
Change-38,543 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 38,456
Change-38,456 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 37,999
Change-37,999 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 37,954
Change-37,954 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 37,791
Change-37,791 (-100%)
Value—
Lighthouse Investment Partners, LLC
N/A
Shares— from 37,541
Change-37,541 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 37,403
Change-37,403 (-100%)
Value—
Harvey Capital Management Inc
N/A
Shares— from 37,387
Change-37,387 (-100%)
Value—
Moore Capital Management, LP
N/A
Shares— from 37,008
Change-37,008 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 36,817
Change-36,817 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 36,746
Change-36,746 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 36,656
Change-36,656 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 36,423
Change-36,423 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 36,341
Change-36,341 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 36,001
Change-36,001 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 35,945
Change-35,945 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 35,922
Change-35,922 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 35,855
Change-35,855 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 35,740
Change-35,740 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 35,611
Change-35,611 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 35,526
Change-35,526 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 35,413
Change-35,413 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 35,409
Change-35,409 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 35,226
Change-35,226 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 34,866
Change-34,866 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 34,689
Change-34,689 (-100%)
Value—
Stamos Capital Partners, L.P.
N/A
Shares— from 34,663
Change-34,663 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 34,350
Change-34,350 (-100%)
Value—
Hodges Capital Management Inc.
N/A
Shares— from 34,179
Change-34,179 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 34,101
Change-34,101 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 34,083
Change-34,083 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 33,895
Change-33,895 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 33,061
Change-33,061 (-100%)
Value—
Aquatic Capital Management LLC
N/A
Shares— from 32,830
Change-32,830 (-100%)
Value—
1248 Management, LLC
N/A
Shares— from 32,729
Change-32,729 (-100%)
Value—
Core Alternative Capital
N/A
Shares— from 32,712
Change-32,712 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 32,442
Change-32,442 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 32,195
Change-32,195 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 32,007
Change-32,007 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 31,778
Change-31,778 (-100%)
Value—
Jacobs Levy Equity Management, Inc
N/A
Shares— from 31,735
Change-31,735 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 31,571
Change-31,571 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 31,144
Change-31,144 (-100%)
Value—
DCM Advisors, LLC
N/A
Shares— from 31,070
Change-31,070 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 30,991
Change-30,991 (-100%)
Value—
Ironvine Capital Partners, LLC
N/A
Shares— from 30,971
Change-30,971 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 30,920
Change-30,920 (-100%)
Value—
Palmer Knight Co
N/A
Shares— from 30,797
Change-30,797 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 30,787
Change-30,787 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 30,773
Change-30,773 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 30,682
Change-30,682 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 30,629
Change-30,629 (-100%)
Value—
Titan Wealth (CI) Ltd
N/A
Shares— from 30,527
Change-30,527 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 30,436
Change-30,436 (-100%)
Value—
MSA Advisors, LLC
N/A
Shares— from 30,400
Change-30,400 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 30,379
Change-30,379 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 30,367
Change-30,367 (-100%)
Value—
Amica Mutual Insurance Co
N/A
Shares— from 30,347
Change-30,347 (-100%)
Value—
DF Dent & Co Inc
N/A
Shares— from 30,347
Change-30,347 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 30,327
Change-30,327 (-100%)
Value—
American Trust
N/A
Shares— from 30,269
Change-30,269 (-100%)
Value—
Onex Canada Asset Management Inc.
N/A
Shares— from 30,235
Change-30,235 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 29,988
Change-29,988 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 29,956
Change-29,956 (-100%)
Value—
R.m.sincerbeaux Capital Management LLC
N/A
Shares— from 29,870
Change-29,870 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 29,852
Change-29,852 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 29,817
Change-29,817 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 29,636
Change-29,636 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 29,626
Change-29,626 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 29,603
Change-29,603 (-100%)
Value—
Baader Bank Aktiengesellschaft
N/A
Shares— from 29,584
Change-29,584 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 29,524
Change-29,524 (-100%)
Value—
Meiji Yasuda Life Insurance Co
N/A
Shares— from 29,517
Change-29,517 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 29,487
Change-29,487 (-100%)
Value—
Concorde Financial Corp
N/A
Shares— from 29,367
Change-29,367 (-100%)
Value—
Patient Capital Management, LLC
N/A
Shares— from 29,360
Change-29,360 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 29,173
Change-29,173 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 29,085
Change-29,085 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 29,069
Change-29,069 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 29,047
Change-29,047 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 29,004
Change-29,004 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 28,966
Change-28,966 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 28,920
Change-28,920 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 28,756
Change-28,756 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 28,707
Change-28,707 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 28,569
Change-28,569 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 28,479
Change-28,479 (-100%)
Value—
Marietta Investment Partners LLC
N/A
Shares— from 28,436
Change-28,436 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 28,378
Change-28,378 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 28,264
Change-28,264 (-100%)
Value—
P.A.W. Capital Corp
N/A
Shares— from 28,200
Change-28,200 (-100%)
Value—
Brentview Investment Management LLC
N/A
Shares— from 28,187
Change-28,187 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 28,155
Change-28,155 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 28,006
Change-28,006 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 27,905
Change-27,905 (-100%)
Value—
Qtron Investments LLC
N/A
Shares— from 27,841
Change-27,841 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 27,780
Change-27,780 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 27,621
Change-27,621 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 27,599
Change-27,599 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 27,432
Change-27,432 (-100%)
Value—
Union Heritage Capital, LLC
N/A
Shares— from 27,305
Change-27,305 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 27,168
Change-27,168 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 26,831
Change-26,831 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 26,824
Change-26,824 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 26,655
Change-26,655 (-100%)
Value—
Hi-Line Capital Management, LLC
N/A
Shares— from 26,580
Change-26,580 (-100%)
Value—
Covington Investment Advisors Inc.
N/A
Shares— from 26,442
Change-26,442 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 26,248
Change-26,248 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 26,149
Change-26,149 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 25,880
Change-25,880 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 25,738
Change-25,738 (-100%)
Value—
Catalyst Funds Management Pty Ltd
N/A
Shares— from 25,600
Change-25,600 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 25,331
Change-25,331 (-100%)
Value—
Sompo Asset Management Co., Ltd.
N/A
Shares— from 25,141
Change-25,141 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 25,098
Change-25,098 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 25,078
Change-25,078 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 25,055
Change-25,055 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 24,980
Change-24,980 (-100%)
Value—
Socorro Asset Management LP
N/A
Shares— from 24,930
Change-24,930 (-100%)
Value—
Citizens Business Bank
N/A
Shares— from 24,882
Change-24,882 (-100%)
Value—
Gardner Russo & Quinn LLC
N/A
Shares— from 24,719
Change-24,719 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 24,505
Change-24,505 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 24,432
Change-24,432 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 24,341
Change-24,341 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 24,323
Change-24,323 (-100%)
Value—
Harbor Advisors LLC
N/A
Shares— from 24,148
Change-24,148 (-100%)
Value—
Bcwm, LLC
N/A
Shares— from 24,146
Change-24,146 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 24,034
Change-24,034 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 23,885
Change-23,885 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 23,716
Change-23,716 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 23,680
Change-23,680 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 23,580
Change-23,580 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 23,558
Change-23,558 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 23,548
Change-23,548 (-100%)
Value—
S&CO Inc
N/A
Shares— from 23,285
Change-23,285 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 23,273
Change-23,273 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 23,195
Change-23,195 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 22,972
Change-22,972 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 22,933
Change-22,933 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 22,689
Change-22,689 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 22,684
Change-22,684 (-100%)
Value—
Royal Capital Wealth Management, LLC
N/A
Shares— from 22,671
Change-22,671 (-100%)
Value—
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A
Shares— from 22,655
Change-22,655 (-100%)
Value—
Maltese Capital Management LLC
N/A
Shares— from 22,500
Change-22,500 (-100%)
Value—
NatWest Group plc
N/A
Shares— from 22,476
Change-22,476 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 22,416
Change-22,416 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 22,388
Change-22,388 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 22,274
Change-22,274 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 22,192
Change-22,192 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 22,136
Change-22,136 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 22,128
Change-22,128 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 21,938
Change-21,938 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 21,937
Change-21,937 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 21,922
Change-21,922 (-100%)
Value—
Daniel Investment Group, Inc.
N/A
Shares— from 21,906
Change-21,906 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 21,785
Change-21,785 (-100%)
Value—
VeraBank, N.A.
N/A
Shares— from 21,765
Change-21,765 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 21,685
Change-21,685 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 21,517
Change-21,517 (-100%)
Value—
Pine Ridge Advisers LLC
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
Consolidated Portfolio Review Corp
N/A
Shares— from 21,500
Change-21,500 (-100%)
Value—
AustralianSuper Pty Ltd
N/A
Shares— from 21,257
Change-21,257 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 21,252
Change-21,252 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 21,189
Change-21,189 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 21,106
Change-21,106 (-100%)
Value—
Alberta Investment Management Corp
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 20,982
Change-20,982 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 20,969
Change-20,969 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 20,794
Change-20,794 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 20,661
Change-20,661 (-100%)
Value—
Wittenberg Investment Management, Inc.
N/A
Shares— from 20,543
Change-20,543 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 20,476
Change-20,476 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 20,425
Change-20,425 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 20,326
Change-20,326 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 20,287
Change-20,287 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 20,259
Change-20,259 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 20,232
Change-20,232 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 20,134
Change-20,134 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 20,119
Change-20,119 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 19,997
Change-19,997 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 19,980
Change-19,980 (-100%)
Value—
Nicholas Investment Partners, LP
N/A
Shares— from 19,967
Change-19,967 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 19,900
Change-19,900 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 19,833
Change-19,833 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 19,766
Change-19,766 (-100%)
Value—
Stevens Capital Management LP
N/A
Shares— from 19,690
Change-19,690 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 19,674
Change-19,674 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 19,583
Change-19,583 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 19,575
Change-19,575 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 19,554
Change-19,554 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 19,528
Change-19,528 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 19,485
Change-19,485 (-100%)
Value—
Huber Capital Management LLC
N/A
Shares— from 19,333
Change-19,333 (-100%)
Value—
Winthrop Partners - WNY, LLC
N/A
Shares— from 19,285
Change-19,285 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 19,246
Change-19,246 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 19,178
Change-19,178 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 19,172
Change-19,172 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 19,168
Change-19,168 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 19,167
Change-19,167 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 19,143
Change-19,143 (-100%)
Value—
Banco de Sabadell, S.a
N/A
Shares— from 19,100
Change-19,100 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 19,098
Change-19,098 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 19,047
Change-19,047 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 18,980
Change-18,980 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 18,884
Change-18,884 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 18,862
Change-18,862 (-100%)
Value—
Dark Forest Capital Management LP
N/A
Shares— from 18,834
Change-18,834 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 18,626
Change-18,626 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 18,608
Change-18,608 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 18,583
Change-18,583 (-100%)
Value—
LMR Partners LLP
N/A
Shares— from 18,511
Change-18,511 (-100%)
Value—
Mokan Wealth Management Inc.
N/A
Shares— from 18,467
Change-18,467 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 18,448
Change-18,448 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 18,447
Change-18,447 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 18,422
Change-18,422 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 18,360
Change-18,360 (-100%)
Value—
Graybill Wealth Management, Ltd.
N/A
Shares— from 18,115
Change-18,115 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 18,098
Change-18,098 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 18,020
Change-18,020 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 17,984
Change-17,984 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 17,970
Change-17,970 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 17,886
Change-17,886 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 17,758
Change-17,758 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 17,677
Change-17,677 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 17,670
Change-17,670 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 17,658
Change-17,658 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 17,651
Change-17,651 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 17,575
Change-17,575 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 17,552
Change-17,552 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 17,496
Change-17,496 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 17,433
Change-17,433 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 17,343
Change-17,343 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 17,342
Change-17,342 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 17,284
Change-17,284 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 17,138
Change-17,138 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 17,110
Change-17,110 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 17,106
Change-17,106 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 17,097
Change-17,097 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 17,005
Change-17,005 (-100%)
Value—
Triveni Capital Investments LP
N/A
Shares— from 16,981
Change-16,981 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 16,968
Change-16,968 (-100%)
Value—
Bank OZK
N/A
Shares— from 16,950
Change-16,950 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 16,930
Change-16,930 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 16,860
Change-16,860 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 16,805
Change-16,805 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 16,655
Change-16,655 (-100%)
Value—
Cinctive Capital Management LP
N/A
Shares— from 16,594
Change-16,594 (-100%)
Value—
KP Management LLC
N/A
Shares— from 16,527
Change-16,527 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 16,502
Change-16,502 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 16,162
Change-16,162 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 16,124
Change-16,124 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 16,056
Change-16,056 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 16,046
Change-16,046 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 15,990
Change-15,990 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 15,969
Change-15,969 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 15,919
Change-15,919 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,845
Change-15,845 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 15,775
Change-15,775 (-100%)
Value—
Lafayette Investments, Inc.
N/A
Shares— from 15,746
Change-15,746 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 15,720
Change-15,720 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 15,691
Change-15,691 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 15,678
Change-15,678 (-100%)
Value—
First National Bank of Hutchinson
N/A
Shares— from 15,641
Change-15,641 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 15,606
Change-15,606 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 15,534
Change-15,534 (-100%)
Value—
44 Wealth Management LLC
N/A
Shares— from 15,522
Change-15,522 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 15,506
Change-15,506 (-100%)
Value—
Earnest Partners LLC
N/A
Shares— from 15,429
Change-15,429 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 15,428
Change-15,428 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 15,362
Change-15,362 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 15,267
Change-15,267 (-100%)
Value—
NWM Advisors, LLC
N/A
Shares— from 15,260
Change-15,260 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 15,204
Change-15,204 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 15,195
Change-15,195 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 15,117
Change-15,117 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 15,111
Change-15,111 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 15,042
Change-15,042 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 15,027
Change-15,027 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 15,026
Change-15,026 (-100%)
Value—
Monetta Financial Services Inc
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 14,993
Change-14,993 (-100%)
Value—
Counterweight Ventures, LLC
N/A
Shares— from 14,986
Change-14,986 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 14,953
Change-14,953 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 14,953
Change-14,953 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 14,913
Change-14,913 (-100%)
Value—
Galaxy Digital Capital Management GP LLC
N/A
Shares— from 14,891
Change-14,891 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 14,855
Change-14,855 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 14,816
Change-14,816 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 14,767
Change-14,767 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 14,737
Change-14,737 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 14,683
Change-14,683 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 14,640
Change-14,640 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 14,600
Change-14,600 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 14,594
Change-14,594 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 14,585
Change-14,585 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 14,568
Change-14,568 (-100%)
Value—
Highview Capital Management LLC
N/A
Shares— from 14,556
Change-14,556 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 14,463
Change-14,463 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 14,358
Change-14,358 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 14,335
Change-14,335 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 14,092
Change-14,092 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 13,923
Change-13,923 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 13,920
Change-13,920 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 13,918
Change-13,918 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 13,914
Change-13,914 (-100%)
Value—
Sivia Capital Partners, LLC
N/A
Shares— from 13,897
Change-13,897 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 13,733
Change-13,733 (-100%)
Value—
Weik Capital Management
N/A
Shares— from 13,663
Change-13,663 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 13,651
Change-13,651 (-100%)
Value—
Affinity Investment Advisors, LLC
N/A
Shares— from 13,621
Change-13,621 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 13,600
Change-13,600 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 13,592
Change-13,592 (-100%)
Value—
Pinnacle West Asset Management, Inc.
N/A
Shares— from 13,570
Change-13,570 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 13,493
Change-13,493 (-100%)
Value—
Capital Group Investment Management Pte. Ltd.
N/A
Shares— from 13,428
Change-13,428 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 13,419
Change-13,419 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 13,353
Change-13,353 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 13,308
Change-13,308 (-100%)
Value—
Twin City Private Wealth, LLC
N/A
Shares— from 13,274
Change-13,274 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 13,236
Change-13,236 (-100%)
Value—
PYA Waltman Capital, LLC
N/A
Shares— from 13,235
Change-13,235 (-100%)
Value—
First Dallas Securities Inc.
N/A
Shares— from 13,219
Change-13,219 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 13,153
Change-13,153 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 13,069
Change-13,069 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 13,043
Change-13,043 (-100%)
Value—
Ulysses Management LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 12,899
Change-12,899 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 12,858
Change-12,858 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 12,783
Change-12,783 (-100%)
Value—
CIM Investment Management Inc
N/A
Shares— from 12,758
Change-12,758 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 12,742
Change-12,742 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 12,668
Change-12,668 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 12,586
Change-12,586 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 12,558
Change-12,558 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 12,551
Change-12,551 (-100%)
Value—
Brendel Financial Advisors LLC
N/A
Shares— from 12,504
Change-12,504 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 12,364
Change-12,364 (-100%)
Value—
Edgewood Management LLC
N/A
Shares— from 12,311
Change-12,311 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 12,270
Change-12,270 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 12,269
Change-12,269 (-100%)
Value—
SWP Investment Management LLC
N/A
Shares— from 12,012
Change-12,012 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 12,005
Change-12,005 (-100%)
Value—
Bayview Asset Management, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 11,987
Change-11,987 (-100%)
Value—
North Dallas Bank & Trust Co
N/A
Shares— from 11,919
Change-11,919 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 11,844
Change-11,844 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 11,643
Change-11,643 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 11,642
Change-11,642 (-100%)
Value—
Legato Capital Management LLC
N/A
Shares— from 11,504
Change-11,504 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 11,490
Change-11,490 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 11,487
Change-11,487 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 11,472
Change-11,472 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 11,441
Change-11,441 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 11,416
Change-11,416 (-100%)
Value—
Miller Investment Management, LP
N/A
Shares— from 11,410
Change-11,410 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 11,378
Change-11,378 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 11,347
Change-11,347 (-100%)
Value—
Aldebaran Capital, LLC
N/A
Shares— from 11,282
Change-11,282 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 11,258
Change-11,258 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 11,238
Change-11,238 (-100%)
Value—
Defiance ETFs, LLC
N/A
Shares— from 11,156
Change-11,156 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 11,124
Change-11,124 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 11,058
Change-11,058 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 11,054
Change-11,054 (-100%)
Value—
Karani Asset Management LLC
N/A
Shares— from 11,048
Change-11,048 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 10,963
Change-10,963 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 10,955
Change-10,955 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 10,878
Change-10,878 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 10,868
Change-10,868 (-100%)
Value—
Paradigm Capital Management, LLC
N/A
Shares— from 10,831
Change-10,831 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 10,789
Change-10,789 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 10,786
Change-10,786 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 10,692
Change-10,692 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 10,680
Change-10,680 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 10,630
Change-10,630 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 10,462
Change-10,462 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 10,446
Change-10,446 (-100%)
Value—
Members Trust Co
N/A
Shares— from 10,430
Change-10,430 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 10,405
Change-10,405 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 10,392
Change-10,392 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 10,367
Change-10,367 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 10,354
Change-10,354 (-100%)
Value—
Papamarkou Wellner Asset Management inc.
N/A
Shares— from 10,344
Change-10,344 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 10,332
Change-10,332 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 10,316
Change-10,316 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 10,314
Change-10,314 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 10,306
Change-10,306 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 10,255
Change-10,255 (-100%)
Value—
IKE Capital, LLC
N/A
Shares— from 10,216
Change-10,216 (-100%)
Value—
Bleichroeder LP
N/A
Shares— from 10,200
Change-10,200 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 10,164
Change-10,164 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 10,142
Change-10,142 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 10,141
Change-10,141 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 10,088
Change-10,088 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 10,074
Change-10,074 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 10,062
Change-10,062 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 10,040
Change-10,040 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 9,938
Change-9,938 (-100%)
Value—
US Asset Management LLC
N/A
Shares— from 9,861
Change-9,861 (-100%)
Value—
Kidder Stephen W
N/A
Shares— from 9,803
Change-9,803 (-100%)
Value—
Hartford Funds Management Co LLC
N/A
Shares— from 9,801
Change-9,801 (-100%)
Value—
Bannerstone Capital Management, LLC
N/A
Shares— from 9,720
Change-9,720 (-100%)
Value—
Notis-McConarty Edward
N/A
Shares— from 9,628
Change-9,628 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 9,622
Change-9,622 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 9,545
Change-9,545 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 9,540
Change-9,540 (-100%)
Value—
South Street Advisors LLC
N/A
Shares— from 9,518
Change-9,518 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 9,476
Change-9,476 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 9,463
Change-9,463 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,436
Change-9,436 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 9,403
Change-9,403 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 9,370
Change-9,370 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 9,326
Change-9,326 (-100%)
Value—
Walsky Investment Management, Inc.
N/A
Shares— from 9,312
Change-9,312 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 9,261
Change-9,261 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 9,240
Change-9,240 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 9,237
Change-9,237 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 9,218
Change-9,218 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 9,208
Change-9,208 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 9,165
Change-9,165 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 9,073
Change-9,073 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 9,065
Change-9,065 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 9,065
Change-9,065 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 9,039
Change-9,039 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 9,038
Change-9,038 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 9,034
Change-9,034 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 9,025
Change-9,025 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 9,004
Change-9,004 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 8,952
Change-8,952 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 8,929
Change-8,929 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 8,883
Change-8,883 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 8,876
Change-8,876 (-100%)
Value—
Fora Capital, LLC
N/A
Shares— from 8,849
Change-8,849 (-100%)
Value—
Benchmark Investment Advisors LLC
N/A
Shares— from 8,840
Change-8,840 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 8,802
Change-8,802 (-100%)
Value—
Fairtree Asset Management (Pty) Ltd
N/A
Shares— from 8,773
Change-8,773 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 8,756
Change-8,756 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 8,754
Change-8,754 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 8,716
Change-8,716 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 8,667
Change-8,667 (-100%)
Value—
CIM, LLC
N/A
Shares— from 8,651
Change-8,651 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 8,640
Change-8,640 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 8,631
Change-8,631 (-100%)
Value—
Platform Wealth Management, LLC
N/A
Shares— from 8,613
Change-8,613 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 8,577
Change-8,577 (-100%)
Value—
Invst, LLC
N/A
Shares— from 8,563
Change-8,563 (-100%)
Value—
Gilder Gagnon Howe & Co LLC
N/A
Shares— from 8,543
Change-8,543 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 8,495
Change-8,495 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8,488
Change-8,488 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 8,478
Change-8,478 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 8,470
Change-8,470 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 8,462
Change-8,462 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 8,399
Change-8,399 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 8,362
Change-8,362 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 8,351
Change-8,351 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 8,348
Change-8,348 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 8,323
Change-8,323 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 8,269
Change-8,269 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 8,256
Change-8,256 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 8,244
Change-8,244 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 8,236
Change-8,236 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 8,225
Change-8,225 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 8,168
Change-8,168 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 8,159
Change-8,159 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 8,131
Change-8,131 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 8,098
Change-8,098 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 8,097
Change-8,097 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 8,058
Change-8,058 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 8,024
Change-8,024 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 8,022
Change-8,022 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 8,013
Change-8,013 (-100%)
Value—
Summit Wealth & Retirement Planning, Inc.
N/A
Shares— from 8,002
Change-8,002 (-100%)
Value—
GoodHaven Capital Management, LLC
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 7,985
Change-7,985 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 7,946
Change-7,946 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 7,921
Change-7,921 (-100%)
Value—
Kelly Lawrence W & Associates Inc
N/A
Shares— from 7,903
Change-7,903 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 7,890
Change-7,890 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 7,842
Change-7,842 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 7,839
Change-7,839 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 7,798
Change-7,798 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 7,701
Change-7,701 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 7,696
Change-7,696 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 7,688
Change-7,688 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 7,665
Change-7,665 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 7,557
Change-7,557 (-100%)
Value—
Integrated Quantitative Investments LLC
N/A
Shares— from 7,529
Change-7,529 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 7,528
Change-7,528 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 7,517
Change-7,517 (-100%)
Value—
Weaver C. Barksdale & Associates, Inc.
N/A
Shares— from 7,494
Change-7,494 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 7,442
Change-7,442 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 7,437
Change-7,437 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 7,434
Change-7,434 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 7,402
Change-7,402 (-100%)
Value—
Garrison Point Advisors, LLC
N/A
Shares— from 7,371
Change-7,371 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,361
Change-7,361 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 7,361
Change-7,361 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 7,347
Change-7,347 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 7,315
Change-7,315 (-100%)
Value—
Cyber Hornet ETFs LLC
N/A
Shares— from 7,303
Change-7,303 (-100%)
Value—
Ames National Corp
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 7,254
Change-7,254 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 7,203
Change-7,203 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 7,198
Change-7,198 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 7,185
Change-7,185 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 7,167
Change-7,167 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 7,096
Change-7,096 (-100%)
Value—
Bluebird Wealth Management LLC
N/A
Shares— from 7,066
Change-7,066 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 7,065
Change-7,065 (-100%)
Value—
Game Creek Capital, LP
N/A
Shares— from 7,025
Change-7,025 (-100%)
Value—
Ruffer LLP
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Buckland Partners Management Co LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 6,977
Change-6,977 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 6,946
Change-6,946 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 6,916
Change-6,916 (-100%)
Value—
EWA, LLC
N/A
Shares— from 6,910
Change-6,910 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 6,897
Change-6,897 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 6,874
Change-6,874 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 6,858
Change-6,858 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 6,836
Change-6,836 (-100%)
Value—
Beacon Investment Advisors LLC
N/A
Shares— from 6,833
Change-6,833 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 6,827
Change-6,827 (-100%)
Value—
Winmill & Co. Inc
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,769
Change-6,769 (-100%)
Value—
Berry Wealth Group, LP
N/A
Shares— from 6,766
Change-6,766 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 6,712
Change-6,712 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 6,695
Change-6,695 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 6,671
Change-6,671 (-100%)
Value—
Aspen Grove Capital, LLC
N/A
Shares— from 6,670
Change-6,670 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 6,637
Change-6,637 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 6,623
Change-6,623 (-100%)
Value—
Vega Investment Solutions
N/A
Shares— from 6,597
Change-6,597 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 6,585
Change-6,585 (-100%)
Value—
Lombard Odier Asset Management (Europe) Ltd
N/A
Shares— from 6,563
Change-6,563 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 6,547
Change-6,547 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 6,529
Change-6,529 (-100%)
Value—
Calydon Capital
N/A
Shares— from 6,514
Change-6,514 (-100%)
Value—
UP Strategic Wealth Investment Advisors LLC
N/A
Shares— from 6,494
Change-6,494 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 6,474
Change-6,474 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 6,433
Change-6,433 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 6,413
Change-6,413 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,411
Change-6,411 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 6,379
Change-6,379 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 6,375
Change-6,375 (-100%)
Value—
KilterHowling LLC
N/A
Shares— from 6,371
Change-6,371 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 6,337
Change-6,337 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 6,291
Change-6,291 (-100%)
Value—
Keynote Financial Services LLC
N/A
Shares— from 6,289
Change-6,289 (-100%)
Value—
Longfellow Investment Management Co LLC
N/A
Shares— from 6,281
Change-6,281 (-100%)
Value—
Knollwood Investment Advisory, LLC
N/A
Shares— from 6,273
Change-6,273 (-100%)
Value—
Rogco, LP
N/A
Shares— from 6,268
Change-6,268 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 6,262
Change-6,262 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 6,258
Change-6,258 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 6,242
Change-6,242 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 6,215
Change-6,215 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 6,202
Change-6,202 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 6,202
Change-6,202 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 6,202
Change-6,202 (-100%)
Value—
CM Wealth Advisors LLC
N/A
Shares— from 6,163
Change-6,163 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 6,155
Change-6,155 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 6,136
Change-6,136 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 6,123
Change-6,123 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 6,122
Change-6,122 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 6,085
Change-6,085 (-100%)
Value—
New World Advisors LLC
N/A
Shares— from 6,080
Change-6,080 (-100%)
Value—
Systematic Financial Management LP
N/A
Shares— from 6,075
Change-6,075 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 6,042
Change-6,042 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 6,041
Change-6,041 (-100%)
Value—
Birmingham Capital Management Co Inc
N/A
Shares— from 6,035
Change-6,035 (-100%)
Value—
Stoneridge Investment Partners LLC
N/A
Shares— from 6,027
Change-6,027 (-100%)
Value—
Intercapital, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 5,942
Change-5,942 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 5,929
Change-5,929 (-100%)
Value—
McDonough Capital Management, Inc
N/A
Shares— from 5,912
Change-5,912 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 5,890
Change-5,890 (-100%)
Value—
Bridgefront Capital, LLC
N/A
Shares— from 5,885
Change-5,885 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 5,870
Change-5,870 (-100%)
Value—
Portland Investment Counsel Inc.
N/A
Shares— from 5,752
Change-5,752 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 5,706
Change-5,706 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 5,703
Change-5,703 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 5,687
Change-5,687 (-100%)
Value—
Khazanah Nasional Berhad
N/A
Shares— from 5,659
Change-5,659 (-100%)
Value—
Brave Warrior Advisors, LLC
N/A
Shares— from 5,643
Change-5,643 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 5,642
Change-5,642 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 5,594
Change-5,594 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 5,565
Change-5,565 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 5,521
Change-5,521 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 5,510
Change-5,510 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 5,508
Change-5,508 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 5,474
Change-5,474 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 5,469
Change-5,469 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 5,398
Change-5,398 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 5,395
Change-5,395 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 5,392
Change-5,392 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 5,368
Change-5,368 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 5,363
Change-5,363 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 5,361
Change-5,361 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 5,344
Change-5,344 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 5,330
Change-5,330 (-100%)
Value—
Bamco Inc
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 5,290
Change-5,290 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 5,286
Change-5,286 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 5,271
Change-5,271 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 5,261
Change-5,261 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 5,256
Change-5,256 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 5,238
Change-5,238 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 5,228
Change-5,228 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 5,227
Change-5,227 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 5,120
Change-5,120 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 5,084
Change-5,084 (-100%)
Value—
BLI - Banque de Luxembourg Investments
N/A
Shares— from 5,070
Change-5,070 (-100%)
Value—
Polar Asset Management Partners Inc.
N/A
Shares— from 5,043
Change-5,043 (-100%)
Value—
Holowesko Partners Ltd.
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Forefront Analytics, LLC
N/A
Shares— from 4,997
Change-4,997 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 4,963
Change-4,963 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 4,942
Change-4,942 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 4,928
Change-4,928 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 4,883
Change-4,883 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 4,812
Change-4,812 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 4,752
Change-4,752 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 4,747
Change-4,747 (-100%)
Value—
Great OAK Capital Partners, LLC
N/A
Shares— from 4,738
Change-4,738 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 4,734
Change-4,734 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 4,732
Change-4,732 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 4,730
Change-4,730 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 4,683
Change-4,683 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 4,680
Change-4,680 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 4,665
Change-4,665 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 4,664
Change-4,664 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 4,629
Change-4,629 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 4,629
Change-4,629 (-100%)
Value—
FCA Corp
N/A
Shares— from 4,609
Change-4,609 (-100%)
Value—
SBI Okasan Asset Management Co.Ltd.
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 4,588
Change-4,588 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 4,585
Change-4,585 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,579
Change-4,579 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 4,567
Change-4,567 (-100%)
Value—
Jackson Thornton Wealth Management, LLC
N/A
Shares— from 4,564
Change-4,564 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 4,487
Change-4,487 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 4,456
Change-4,456 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 4,446
Change-4,446 (-100%)
Value—
Borer Denton & Associates, Inc.
N/A
Shares— from 4,444
Change-4,444 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 4,439
Change-4,439 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 4,391
Change-4,391 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 4,387
Change-4,387 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 4,291
Change-4,291 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 4,282
Change-4,282 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 4,254
Change-4,254 (-100%)
Value—
New Vernon Investment Management LLC
N/A
Shares— from 4,253
Change-4,253 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 4,243
Change-4,243 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 4,236
Change-4,236 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Planning Center, Inc.
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Audent Global Asset Management, LLC
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 4,138
Change-4,138 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 4,114
Change-4,114 (-100%)
Value—
Caldwell Investment Management Ltd.
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 4,085
Change-4,085 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 4,067
Change-4,067 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 4,059
Change-4,059 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 4,051
Change-4,051 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
Doheny Asset Management
N/A
Shares— from 4,024
Change-4,024 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 4,024
Change-4,024 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 4,024
Change-4,024 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 4,006
Change-4,006 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 3,994
Change-3,994 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,988
Change-3,988 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 3,983
Change-3,983 (-100%)
Value—
Centiva Capital, LP
N/A
Shares— from 3,967
Change-3,967 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 3,955
Change-3,955 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 3,939
Change-3,939 (-100%)
Value—
Bank of Marin
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
Riverview Trust Co
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 3,929
Change-3,929 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 3,916
Change-3,916 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 3,910
Change-3,910 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 3,864
Change-3,864 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 3,861
Change-3,861 (-100%)
Value—
Future Fund LLC
N/A
Shares— from 3,842
Change-3,842 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 3,799
Change-3,799 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 3,790
Change-3,790 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 3,747
Change-3,747 (-100%)
Value—
von Borstel & Associates, Inc.
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 3,724
Change-3,724 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 3,710
Change-3,710 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 3,704
Change-3,704 (-100%)
Value—
NCP Inc.
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 3,676
Change-3,676 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 3,664
Change-3,664 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 3,660
Change-3,660 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 3,658
Change-3,658 (-100%)
Value—
Opal Capital LLC
N/A
Shares— from 3,654
Change-3,654 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 3,652
Change-3,652 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 3,652
Change-3,652 (-100%)
Value—
Shepherd Wealth Management Ltd Liability Co
N/A
Shares— from 3,643
Change-3,643 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 3,630
Change-3,630 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 3,605
Change-3,605 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 3,594
Change-3,594 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 3,592
Change-3,592 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
Tilson Financial Group, Inc.
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 3,551
Change-3,551 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 3,533
Change-3,533 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 3,529
Change-3,529 (-100%)
Value—
Wallace Capital Management Inc.
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 3,499
Change-3,499 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 3,490
Change-3,490 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 3,459
Change-3,459 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 3,457
Change-3,457 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 3,457
Change-3,457 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 3,456
Change-3,456 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 3,451
Change-3,451 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 3,411
Change-3,411 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 3,389
Change-3,389 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
Spwm Advisors LLC
N/A
Shares— from 3,381
Change-3,381 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Diamant Asset Management, Inc.
N/A
Shares— from 3,376
Change-3,376 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 3,372
Change-3,372 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 3,358
Change-3,358 (-100%)
Value—
Ecofi Investissements SA
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,339
Change-3,339 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 3,301
Change-3,301 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 3,265
Change-3,265 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 3,247
Change-3,247 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 3,237
Change-3,237 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Oberweis Asset Management Inc/
N/A
Shares— from 3,206
Change-3,206 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 3,195
Change-3,195 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 3,158
Change-3,158 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 3,154
Change-3,154 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 3,134
Change-3,134 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 3,108
Change-3,108 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 3,080
Change-3,080 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 3,079
Change-3,079 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
Driehaus Capital Management LLC
N/A
Shares— from 3,034
Change-3,034 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 3,033
Change-3,033 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 3,031
Change-3,031 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 2,984
Change-2,984 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 2,973
Change-2,973 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 2,964
Change-2,964 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 2,927
Change-2,927 (-100%)
Value—
CTC Alternative Strategies, Ltd.
N/A
Shares— from 2,920
Change-2,920 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 2,908
Change-2,908 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,902
Change-2,902 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Bayesian Capital Management, LP
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
Kahn Brothers Group Inc
N/A
Shares— from 2,878
Change-2,878 (-100%)
Value—
Skandinaviska Enskilda Banken AB (publ)
N/A
Shares— from 2,877
Change-2,877 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 2,868
Change-2,868 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 2,865
Change-2,865 (-100%)
Value—
Ninepoint Partners LP
N/A
Shares— from 2,861
Change-2,861 (-100%)
Value—
Renaissance Group LLC
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 2,856
Change-2,856 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 2,836
Change-2,836 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 2,794
Change-2,794 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 2,790
Change-2,790 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 2,764
Change-2,764 (-100%)
Value—
Blackstone Inc.
N/A
Shares— from 2,726
Change-2,726 (-100%)
Value—
Riverview Capital Advisers, LLC
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 2,717
Change-2,717 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 2,687
Change-2,687 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
Allium Financial Advisors, LLC
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,658
Change-2,658 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 2,633
Change-2,633 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 2,616
Change-2,616 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 2,615
Change-2,615 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,614
Change-2,614 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
Capital Markets Trading UK LLP
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 2,561
Change-2,561 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 2,561
Change-2,561 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,561
Change-2,561 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 2,548
Change-2,548 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
America First Investment Advisors, LLC
N/A
Shares— from 2,529
Change-2,529 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Harvest Fund Management Co., Ltd
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 2,497
Change-2,497 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 2,476
Change-2,476 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
S&T Bank
N/A
Shares— from 2,467
Change-2,467 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 2,434
Change-2,434 (-100%)
Value—
Rockbridge Asset Management LLC
N/A
Shares— from 2,424
Change-2,424 (-100%)
Value—
Broderick Brian C
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 2,406
Change-2,406 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 2,388
Change-2,388 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Legend Capital Advisors LLC
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
Waterford Advisors, LLC
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 2,357
Change-2,357 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 2,343
Change-2,343 (-100%)
Value—
Rexford Capital Inc
N/A
Shares— from 2,339
Change-2,339 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 2,335
Change-2,335 (-100%)
Value—
Swan Global Investments, LLC
N/A
Shares— from 2,304
Change-2,304 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
Foresight Global Investors, Inc.
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 2,242
Change-2,242 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 2,240
Change-2,240 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 2,231
Change-2,231 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 2,218
Change-2,218 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
AXA S.A.
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,188
Change-2,188 (-100%)
Value—
Saranac Partners Ltd
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 2,135
Change-2,135 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 2,132
Change-2,132 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 2,042
Change-2,042 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 2,021
Change-2,021 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 1,970
Change-1,970 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Thornburg Investment Management Inc
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Intrinsic Value Partners, LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 1,895
Change-1,895 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Golden Road Advisors LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 1,859
Change-1,859 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Schiavi & Co LLC
N/A
Shares— from 1,841
Change-1,841 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 1,835
Change-1,835 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 1,829
Change-1,829 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A
Shares— from 1,811
Change-1,811 (-100%)
Value—
Eaton-Cambridge Inc.
N/A
Shares— from 1,810
Change-1,810 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 1,804
Change-1,804 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Toews Corp
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Corient IA LP
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 1,754
Change-1,754 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 1,753
Change-1,753 (-100%)
Value—
Quantessence Capital LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 1,733
Change-1,733 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 1,731
Change-1,731 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 1,723
Change-1,723 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 1,716
Change-1,716 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 1,715
Change-1,715 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,696
Change-1,696 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 1,680
Change-1,680 (-100%)
Value—
Saturna Capital Corp
N/A
Shares— from 1,673
Change-1,673 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 1,658
Change-1,658 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
CapitalatWork S.A.
N/A
Shares— from 1,655
Change-1,655 (-100%)
Value—
Trevian Wealth Management LLC
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 1,652
Change-1,652 (-100%)
Value—
Steadtrust LLC
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 1,638
Change-1,638 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 1,633
Change-1,633 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Stonebridge Capital Management Inc
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 1,570
Change-1,570 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 1,562
Change-1,562 (-100%)
Value—
Presper Financial Architects, LLC
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Mars Jewett Financial Group, Inc.
N/A
Shares— from 1,547
Change-1,547 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 1,543
Change-1,543 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 1,533
Change-1,533 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 1,511
Change-1,511 (-100%)
Value—
Stembrook Asset Management, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Highlander Partners, L.P.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Chase Investment Counsel Corp
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 1,495
Change-1,495 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 1,468
Change-1,468 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 1,452
Change-1,452 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 1,448
Change-1,448 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Ewing Morris & Co. Investment Partners Ltd.
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 1,382
Change-1,382 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 1,352
Change-1,352 (-100%)
Value—
Capula Management Ltd
N/A
Shares— from 1,351
Change-1,351 (-100%)
Value—
Pura Vida Investments, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Brogan Financial, Inc.
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Paragon Financial Partners, Inc.
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Tumwater Wealth Management, LLC
N/A
Shares— from 1,327
Change-1,327 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 1,304
Change-1,304 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Park Circle Co
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 1,291
Change-1,291 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Axiom Financial Strategies, LLC
N/A
Shares— from 1,288
Change-1,288 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,266
Change-1,266 (-100%)
Value—
Numerai GP LLC
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Arcus Capital Partners, LLC
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,223
Change-1,223 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 1,220
Change-1,220 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
V. M. Manning & Co., Inc.
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 1,208
Change-1,208 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,207
Change-1,207 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Front Street Capital Management, Inc.
N/A
Shares— from 1,196
Change-1,196 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
RD Lewis Holdings, Inc.
N/A
Shares— from 1,188
Change-1,188 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 1,179
Change-1,179 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1,122
Change-1,122 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Eagle Capital Management LLC
N/A
Shares— from 1,109
Change-1,109 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Johnson Wealth Management, LLC
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,089
Change-1,089 (-100%)
Value—
Havemeyer Place LP
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Claris Advisors, LLC / MO /
N/A
Shares— from 1,083
Change-1,083 (-100%)
Value—
Prossimo Advisors, LLC
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Templeton & Phillips Capital Management, LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Custos Family Office, LLC
N/A
Shares— from 1,063
Change-1,063 (-100%)
Value—
Parsonex Advisory Services, Inc.
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Aspiring Ventures, LLC
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Comprehensive Financial Management LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
McGowan Group Asset Management, Inc.
N/A
Shares— from 1,042
Change-1,042 (-100%)
Value—
Sciencast Management LP
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Paragon Capital Management LLC
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,021
Change-1,021 (-100%)
Value—
Auxier Asset Management LLC
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Clarkston Capital Partners, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 997
Change-997 (-100%)
Value—
Blueshift Asset Management, LLC
N/A
Shares— from 993
Change-993 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 983
Change-983 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 980
Change-980 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 979
Change-979 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 973
Change-973 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 956
Change-956 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 948
Change-948 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 946
Change-946 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
Inceptionr LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 923
Change-923 (-100%)
Value—
Hoya Capital Real Estate, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 910
Change-910 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
Kemnay Advisory Services Inc.
N/A
Shares— from 897
Change-897 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 890
Change-890 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Signal Tree Financial Partners LLC
N/A
Shares— from 882
Change-882 (-100%)
Value—
Kennedy Capital Management LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
IQ EQ Fund Management (Singapore) Private Ltd
N/A
Shares— from 874
Change-874 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 867
Change-867 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 865
Change-865 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 864
Change-864 (-100%)
Value—
Gross & Hartman Investments LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 860
Change-860 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 859
Change-859 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 854
Change-854 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 852
Change-852 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 849
Change-849 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 847
Change-847 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 842
Change-842 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 837
Change-837 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 832
Change-832 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 825
Change-825 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 825
Change-825 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 823
Change-823 (-100%)
Value—
Caden Capital Partners, LP
N/A
Shares— from 822
Change-822 (-100%)
Value—
Carroll Investors, Inc
N/A
Shares— from 817
Change-817 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 814
Change-814 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 813
Change-813 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 809
Change-809 (-100%)
Value—
Pack Private Wealth, LLC
N/A
Shares— from 803
Change-803 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 803
Change-803 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 802
Change-802 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 796
Change-796 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 795
Change-795 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 794
Change-794 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 791
Change-791 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 783
Change-783 (-100%)
Value—
Chico Wealth RIA
N/A
Shares— from 779
Change-779 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 774
Change-774 (-100%)
Value—
Elefante Mark B
N/A
Shares— from 772
Change-772 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 766
Change-766 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 764
Change-764 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 762
Change-762 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 759
Change-759 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 752
Change-752 (-100%)
Value—
Clark Estates Inc
N/A
Shares— from 750
Change-750 (-100%)
Value—
Gator Capital Management, LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 737
Change-737 (-100%)
Value—
Chaney Capital Management, Inc.
N/A
Shares— from 733
Change-733 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 728
Change-728 (-100%)
Value—
Professional Financial Solutions LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Seven Springs Wealth Group, LLC
N/A
Shares— from 714
Change-714 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 714
Change-714 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 712
Change-712 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 704
Change-704 (-100%)
Value—
Puzo Michael J
N/A
Shares— from 700
Change-700 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 693
Change-693 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 692
Change-692 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 692
Change-692 (-100%)
Value—
Brandywine Trust Co
N/A
Shares— from 675
Change-675 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 674
Change-674 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 674
Change-674 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 669
Change-669 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 662
Change-662 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 661
Change-661 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 660
Change-660 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 658
Change-658 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 653
Change-653 (-100%)
Value—
Atom Investors LP
N/A
Shares— from 652
Change-652 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 651
Change-651 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 644
Change-644 (-100%)
Value—
Welch Capital Partners LLC
N/A
Shares— from 642
Change-642 (-100%)
Value—
Vistica Wealth Advisors, LLC
N/A
Shares— from 641
Change-641 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 633
Change-633 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 629
Change-629 (-100%)
Value—
Hyperion Capital Advisors LP
N/A
Shares— from 624
Change-624 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Tencap Wealth Coaching, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 617
Change-617 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 607
Change-607 (-100%)
Value—
Standard Family Office LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 570
Change-570 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 517
Change-517 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 504
Change-504 (-100%)
Value—
Keewaydin Investments LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 435
Change-435 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 433
Change-433 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 409
Change-409 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
Pingora Partners LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 281
Change-281 (-100%)
Value—
Navera Investment Management Ltd.
N/A
Shares— from 280
Change-280 (-100%)
Value—
Neo Ivy Capital Management
N/A
Shares— from 271
Change-271 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 260
Change-260 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 245
Change-245 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 232
Change-232 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 211
Change-211 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 178
Change-178 (-100%)
Value—
XY Capital Ltd
N/A
Shares— from 166
Change-166 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
WHI Trust Co LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
TCM Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Quarry LP
N/A
Shares— from 85
Change-85 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 40
Change-40 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 33
Change-33 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Delta Accumulation, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 9
Change-9 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED62,071,09461,707,794+363,300+1%$20.1B$20.5B+$337.1M2026-11-06
Bank of New York Mellon Corp
INCREASED21,663,12121,642,804+20,317+0%$7.1B$7.2B+$82.5M2026-11-05
Dimensional Fund Advisors LP
DECREASED18,914,62419,418,112-503,488-3%$6.4B$6.3B-$98.3M2026-11-04
Fisher Asset Management, LLC
INCREASED17,749,26817,427,412+321,856+2%$5.7B$5.9B+$167.5M2026-11-06
Barclays PLC
INCREASED9,977,3989,607,550+369,848+4%$3.1B$3.3B+$156.0M2026-11-06
Deutsche Bank Ag\
INCREASED8,190,8967,909,780+281,116+4%$2.6B$2.7B+$120.7M2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.
INCREASED6,985,4306,645,272+340,158+5%$2.2B$2.3B+$135.8M2026-11-05
Amundi
DECREASED6,773,0337,965,928-1,192,895-15%$2.6B$2.2B-$366.8M2026-11-06
Mirabaud Asset Management Ltd
INCREASED6,658,0007,738+6,650,262+85943%$2.5M$2.2M-$318.5K2026-11-09
PNC Financial Services Group, Inc.
DECREASED6,449,9176,506,150-56,233-1%$2.1B$2.1B+$4.2M2026-11-06
Sumitomo Mitsui Trust Group, Inc.
DECREASED5,696,1055,907,580-211,475-4%$1.9B$1.9B-$49.3M2026-10-29
LPL Financial LLC
INCREASED5,446,7515,252,268+194,483+4%$1.7B$1.8B+$82.7M2026-11-06
Bank of Montreal
DECREASED5,300,4175,811,029-510,612-9%$1.9B$1.8B-$148.6M2026-11-09
Principal Financial Group Inc
INCREASED4,958,9254,823,651+135,274+3%$1.6B$1.6B+$61.6M2026-11-02
Swedbank AB
DECREASED4,634,3304,691,775-57,445-1%$1.5B$1.5B-$2.6M2026-10-27
Citigroup Inc
DECREASED4,401,2405,067,048-665,808-13%$1.7B$1.5B-$202.5M2026-11-04
Bessemer Group Inc
INCREASED4,274,5614,076,132+198,429+5%$1.3B$1.4B+$79.9M2026-11-09
Nordea Investment Management AB
INCREASED3,975,8493,708,233+267,616+7%$1.2B$1.3B+$103.1M2026-11-09
DekaBank Deutsche Girozentrale
INCREASED3,830,8673,427,167+403,700+12%$1.0M$1.3M+$278.3K2026-10-27
Sanders Capital, LLC
DECREASED3,814,8673,837,596-22,729-1%$1.3B$1.3B+$5.9M2026-11-02
US Bancorp \de\
DECREASED3,443,4263,486,947-43,521-1%$1.1B$1.1B-$2.2M2026-11-05
Fifth Third Bancorp
DECREASED3,207,3183,276,170-68,852-2%$1.1B$1.1B-$11.3M2026-11-05
Truist Financial Corp
INCREASED3,146,5503,121,918+24,632+1%$1.0B$1.0B+$19.1M2026-10-30
Robeco Institutional Asset Management B.V.
INCREASED3,003,7622,991,167+12,595+0%$979.1M$993.7M+$14.6M2026-10-20
Russell Investments Group, Ltd.
INCREASED2,480,7342,360,586+120,148+5%$773.8M$822.8M+$49.0M2026-11-06
Aberdeen Group plc
INCREASED2,470,0852,381,034+89,051+4%$779.4M$817.2M+$37.8M2026-11-06
Danske Bank A/S
DECREASED2,304,8612,381,449-76,588-3%$779.5M$762.5M-$17.0M2026-11-09
MacKenzie Financial Corp
DECREASED2,091,8602,177,285-85,425-4%$712.7M$692.1M-$20.6M2026-11-02
Ninety One UK Ltd
DECREASED1,992,4452,086,914-94,469-5%$683.1M$659.2M-$23.9M2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
INCREASED1,958,6101,931,799+26,811+1%$632.8M$648.6M+$15.7M2026-10-29
New York State Teachers Retirement System
DECREASED1,949,0202,042,799-93,779-5%$668.7M$644.8K-$668.0M2026-10-22
TD Waterhouse Canada Inc.
INCREASED1,913,4261,896,218+17,208+1%$633.7M$638.2M+$4.5M2026-10-16
Bahl & Gaynor LLC
DECREASED1,869,7211,910,421-40,700-2%$625.3M$618.6M-$6.8M2026-11-05
Alecta Tjanstepension Omsesidigt
UNCHANGED1,860,5001,860,50000%$608.8M$615.5M+$6.8M2026-11-02
Keybank National Association
DECREASED1,732,8901,765,481-32,591-2%$577.9M$573.3M-$4.6M2026-11-04
Creative Planning
INCREASED1,664,8991,591,305+73,594+5%$520.9M$550.8M+$29.9M2026-11-02
Thrivent Financial for Lutherans
DECREASED1,659,2561,791,980-132,724-7%$586.6M$532.4M-$54.2M2026-11-05
KBC Group NV
DECREASED1,638,6602,384,147-745,487-31%$780.4M$542.1K-$779.9M2026-10-22
King Luther Capital Management Corp
DECREASED1,590,9311,678,359-87,428-5%$549.4M$526.3M-$23.0M2026-11-05
PFA Pension, Forsikringsaktieselskab
INCREASED1,573,9561,548,625+25,331+2%$506.9M$520.7M+$13.8M2026-11-06
Handelsbanken Fonder AB
INCREASED1,552,5171,551,236+1,281+0%$507.8K$513.6M+$513.1M2026-11-09
UniSuper Management Pty Ltd
INCREASED1,541,0091,514,503+26,506+2%$495.7M$509.8M+$14.1M2026-10-26
Wealth Enhancement Advisory Services, LLC
INCREASED1,475,7801,335,236+140,544+11%$398.1M$437.0M+$38.8M2026-10-13
Pictet Asset Management Holding SA
DECREASED1,431,3561,486,565-55,209-4%$486.6M$473.6M-$13.0M2026-11-03
Asset Management One Co., Ltd.
INCREASED1,354,7021,318,113+36,589+3%$431.5M$448.2M+$16.7M2026-10-27
Cincinnati Insurance Co
UNCHANGED1,338,9781,338,97800%$438.3M$443.0M+$4.7M2026-11-03
Commonwealth Equity Services, LLC
DECREASED1,282,8191,338,645-55,826-4%$438.2M$424.4M-$13.8M2026-11-02
Lansforsakringar Fondforvaltning AB (publ)
INCREASED1,194,7061,168,266+26,440+2%$382.4M$395.2M+$12.8M2026-11-09
Cardano Risk Management B.V.
INCREASED1,171,347882,774+288,573+33%$289.0K$387.5K+$98.6K2026-10-20
Natixis
DECREASED1,090,8101,136,716-45,906-4%$372.1M$360.9M-$11.2M2026-11-06
SEB Asset Management AB
INCREASED1,083,0791,042,896+40,183+4%$341.4M$358.3M+$16.9M2026-11-04
Great Lakes Advisors, LLC
DECREASED1,082,3591,119,634-37,275-3%$366.5M$358.1M-$8.4M2026-11-06
Regions Financial Corp
DECREASED1,036,6511,050,870-14,219-1%$344.0M$343.0M-$1.0M2026-11-05
Compagnie Lombard Odier SCmA
INCREASED985,498927,953+57,545+6%$303.7M$326.0M+$22.3M2026-11-04
ACR Alpine Capital Research, LLC
DECREASED972,535977,345-4,8100%$319.9M$321.7M+$1.8M2026-11-02
Mirae Asset Global Investments Co., Ltd.
INCREASED967,890855,351+112,539+13%$280.0M$320.2M+$40.2M2026-11-03
Strs Ohio
DECREASED917,862973,709-55,847-6%$318.7M$303.7M-$15.1M2026-10-30
Assetmark, Inc
INCREASED898,024853,617+44,407+5%$279.4M$297.1M+$17.7M2026-10-21
Eurizon Capital SGR S.p.A.
INCREASED873,636666,069+207,567+31%$218.4M$290.0M+$71.6M2026-11-06
Retirement Systems of Alabama
DECREASED860,512865,976-5,464-1%$283.5M$284.7M+$1.2M2026-11-04
State of New Jersey Common Pension Fund D
DECREASED860,102868,483-8,381-1%$284.3M$284.5M+$267.0K2026-11-05
Nisa Investment Advisors, LLC
DECREASED860,067869,016-8,949-1%$284.5M$284.5M+$81.0K2026-10-20
AMF Tjanstepension AB
UNCHANGED853,194853,19400%$279.3M$282.3M+$3.0M2026-10-22
CIBC Asset Management Inc
INCREASED812,025786,840+25,185+3%$257.5M$268.6M+$11.0M2026-11-05
Nykredit A/S
INCREASED804,424709,840+94,584+13%$232.4M$266.1M+$33.8M2026-11-06
Mawer Investment Management Ltd.
DECREASED804,212927,802-123,590-13%$303.7M$266.1M-$37.6M2026-11-06
Mn Services Vermogensbeheer B.V.
INCREASED790,400781,500+8,900+1%$255.8M$261.5K-$255.5M2026-10-08
Allspring Global Investments Holdings, LLC
INCREASED786,038667,485+118,553+18%$223.0M$261.9M+$38.9M2026-11-04
Czech National Bank
INCREASED763,761762,691+1,070+0%$249.7M$252.7M+$3.0M2026-10-13
B. Metzler seel. Sohn & Co. AG
INCREASED756,465754,633+1,832+0%$247.0M$250.3M+$3.2M2026-10-30
Calamos Advisors LLC
INCREASED750,616708,384+42,232+6%$231.9M$248.3M+$16.5M2026-11-02
Arizona State Retirement System
INCREASED746,249744,264+1,985+0%$243.6M$246.9M+$3.3M2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
INCREASED742,717496,510+246,207+50%$161.7M$244.9K-$161.4M2026-10-22
Quilter Plc
DECREASED741,075741,791-7160%$242.8M$245.2M+$2.4M2026-10-21
Kestra Advisory Services, LLC
INCREASED736,097688,749+47,348+7%$225.4M$243.5M+$18.1M2026-11-02
Alphinity Investment Management Pty Ltd
DECREASED708,2431,312,865-604,622-46%$429.7M$234.3M-$195.4M2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED701,665701,872-2070%$229.7M$232.1M+$2.4M2026-10-20
Mirova US LLC
INCREASED685,56331,658+653,905+2066%$10.4M$226.8M+$216.4M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED681,614687,077-5,463-1%$224.9M$225.5K-$224.7M2026-11-02
Boston Trust Walden Corp
DECREASED677,766726,541-48,775-7%$237.8M$224.2M-$13.6M2026-10-30
State of Michigan Retirement System
DECREASED667,831686,031-18,200-3%$224.6M$220.9M-$3.6M2026-10-27
ProShare Advisors LLC
DECREASED658,304671,683-13,379-2%$219.9M$217.8M-$2.1M2026-10-29
Swiss Life Asset Management Ltd
INCREASED650,695512,674+138,021+27%$167.8M$215.3M+$47.5M2026-11-03
James Hambro & Partners LLP
DECREASED648,109655,842-7,733-1%$214.6M$214.4M-$194.4K2026-10-19
Fjarde Ap-Fonden TH Swedish National Pension Fund
DECREASED642,919687,767-44,848-7%$225.1M$212.7M-$12.4M2026-10-15
Welch & Forbes LLC
DECREASED635,872645,494-9,622-1%$211.3M$210.4M-$924.0K2026-11-04
Montrusco Bolton Investments Inc.
DECREASED635,233924,638-289,405-31%$302.7M$210.2M-$92.5M2026-10-13
IFM Investors Pty Ltd
INCREASED615,692602,652+13,040+2%$197.3M$203.7M+$6.4M2026-10-14
Daiwa Securities Group Inc.
INCREASED611,494599,047+12,447+2%$196.1M$202.3M+$6.2M2026-10-29
Ferguson Wellman Capital Management, Inc
DECREASED609,443728,201-118,758-16%$238.4M$201.6M-$36.7M2026-10-05
Lido Advisors, LLC
INCREASED601,916557,608+44,308+8%$182.5M$199.1M+$16.6M2026-11-04
Williams Jones Wealth Management, Llc.
INCREASED600,467573,129+27,338+5%$187.6M$198.7M+$11.1M2026-11-05
Union Bancaire Privee, UBP SA
INCREASED599,953570,073+29,880+5%$180.3M$197.9M+$17.6M2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED587,284591,831-4,547-1%$193.7M$194.3M+$567.1K2026-11-03
Gateway Investment Advisers LLC
INCREASED559,011557,205+1,806+0%$182.4M$184.9M+$2.5M2026-10-13
Douglas Lane & Associates, LLC
DECREASED552,992581,483-28,491-5%$190.3M$182.9M-$7.4M2026-10-09
PensionDanmark Pensionsforsikringsaktieselskab
DECREASED545,284550,820-5,536-1%$180.3M$180.4M+$96.4K2026-10-19
Sarasin & Partners LLP
DECREASED541,683602,262-60,579-10%$197.1M$179.2M-$17.9M2026-10-13
Parnassus Investments, LLC
DECREASED540,099562,698-22,599-4%$184.2M$178.7M-$5.5M2026-10-22
Aegon Asset Management UK PLC
DECREASED534,031572,949-38,918-7%$187.5M$176.7M-$10.9M2026-11-04
Xponance LLC
INCREASED524,793495,998+28,795+6%$162.4M$173.6M+$11.3M2026-11-03
Factory Mutual Insurance Co
DECREASED514,875516,575-1,7000%$169.1M$170.3M+$1.2M2026-10-30
Candriam S.C.A.
DECREASED513,198544,268-31,070-6%$178.0M$170.4M-$7.6M2026-11-03
Midwest Trust Co
DECREASED509,751512,205-2,4540%$167.7M$168.6M+$980.9K2026-10-22
Neos Investment Management LLC
INCREASED498,800438,527+60,273+14%$143.5M$165.0M+$21.5M2026-11-04
Rakuten Investment Management, Inc.
INCREASED477,115438,419+38,696+9%$144.4M$159.8M+$15.4M2026-10-30
ABN Amro Investment Solutions
INCREASED468,823383,145+85,678+22%$125.4M$155.1M+$29.7M2026-10-21
LSV Asset Management
DECREASED466,226487,792-21,566-4%$159.7M$154.2M-$5.4M2026-11-06
Achmea Investment Management B.V.
INCREASED464,430332,824+131,606+40%$108.9M$153.8M+$44.8M2026-10-30
Davenport & Co LLC
DECREASED454,849520,419-65,570-13%$170.5M$150.8M-$19.8M2026-10-14
Oppenheimer Asset Management Inc.
INCREASED451,802440,848+10,954+2%$144.3M$149.5M+$5.2M2026-10-27
ASR Vermogensbeheer N.V.
INCREASED449,825430,472+19,353+5%$140.9M$148.8M+$7.9M2026-10-16
Amalgamated Bank
DECREASED446,621461,859-15,238-3%$151.2M$147.8K-$151.0M2026-10-23
Border to Coast Pensions Partnership Ltd
INCREASED439,939399,401+40,538+10%$130.6M$145.3K-$130.5M2026-10-09
Allworth Financial LP
INCREASED431,897369,423+62,474+17%$120.9M$141.4M+$20.4M2026-11-06
Virginia Retirement Systems ET Al
INCREASED427,538390,538+37,000+9%$127.8M$141.4M+$13.6M2026-10-28
Oppenheimer & Co Inc
INCREASED420,584386,843+33,741+9%$126.6M$139.1M+$12.5M2026-10-26
Staley Capital Advisers Inc
DECREASED408,941411,588-2,647-1%$134.7M$135.3M+$565.0K2026-11-06
Eastern Bank
DECREASED408,715408,756-410%$133.8M$135.2M+$1.4M2026-10-05
OP Asset Management Ltd
INCREASED404,850302,068+102,782+34%$98.9M$133.9M+$35.1M2026-11-05
Glenview Trust Co
INCREASED404,272402,882+1,390+0%$131.9M$133.7M+$1.9M2026-10-28
Hardy Reed LLC
INCREASED402,387401,332+1,055+0%$131.4M$133.1M+$1.8M2026-11-06
Guidance Point Advisors, LLC
INCREASED401,010401,007+30%$131.3M$132.7M+$1.4M2026-10-15
AGF Management LTD
DECREASED399,861452,551-52,690-12%$148.1M$132.3M-$15.8M2026-11-03
Pinnacle Associates LTD
DECREASED396,243413,954-17,711-4%$135.5M$131.1M-$4.4M2026-10-20
D.A. Davidson & Co.
INCREASED395,727392,911+2,816+1%$128.6M$130.9M+$2.3M2026-10-28
Police & Firemen's Retirement System of New Jersey
DECREASED393,911401,188-7,277-2%$131.3M$130.3M-$1.0M2026-11-09
Tctc Holdings, LLC
INCREASED388,500388,195+305+0%$127.1M$128.5M+$1.5M2026-11-02
Smead Capital Management, Inc.
DECREASED385,586392,900-7,314-2%$128.6M$127.6M-$1.0M2026-10-16
Wealthfront Advisers LLC
INCREASED380,217372,908+7,309+2%$122.1M$125.8M+$3.7M2026-11-09
Quintet Private Bank (Europe) S.A.
INCREASED378,587258,869+119,718+46%$84.7M$125.2M+$40.5M2026-10-08
Migdal Insurance & Financial Holdings Ltd.
DECREASED373,798375,197-1,3990%$122.8M$123.7M+$854.3K2026-11-09
UMB Bank, n.a.
DECREASED373,030389,201-16,171-4%$127.4M$123.4M-$4.0M2026-11-06
Savant Capital, LLC
INCREASED370,423221,096+149,327+68%$74.4M$122.5M+$48.2M2026-11-06
New York Life Investment Management LLC
DECREASED369,750373,305-3,555-1%$122.2M$122.3M+$130.5K2026-11-04
Carnegie Investment Counsel
DECREASED363,900375,035-11,135-3%$119.9M$117.7M-$2.2M2026-10-20
Associated Banc-Corp
DECREASED360,535380,490-19,955-5%$124.5M$119.3M-$5.3M2026-10-30
Principle Wealth Partners LLC
DECREASED357,736357,917-1810%$117.2M$118.3M+$1.2M2026-11-02
Squarepoint Ops LLC
INCREASED355,258128,664+226,594+176%$42.1M$117.5M+$75.4M2026-11-09
Sapient Capital LLC
DECREASED349,572351,479-1,907-1%$115.0M$115.6M+$599.3K2026-10-08
Pzena Investment Management LLC
INCREASED341,131334,094+7,037+2%$109.4M$112.9M+$3.5M2026-10-30
Cullen T Bankers, Inc.
DECREASED338,463343,499-5,036-1%$112.4M$112.0M-$463.7K2026-10-28
Citizens Financial Group Inc
INCREASED336,027331,758+4,269+1%$108.6M$111.2M+$2.6M2026-10-23
Vontobel Holding Ltd.
INCREASED333,605328,793+4,812+1%$107.6M$110.4M+$2.7M2026-10-16
Henshaw Capital LLC
DECREASED332,563332,564-10%$108.9M$110.0M+$1.2M2026-11-03
Aware Super Pty Ltd as trustee of Aware Super
INCREASED331,897270,680+61,217+23%$88.6M$109.8M+$21.2M2026-10-30
Concurrent Investment Advisors, LLC
INCREASED331,813277,039+54,774+20%$90.7M$109.8M+$19.1M2026-10-16
Oregon Public Employees Retirement Fund
DECREASED326,818329,476-2,658-1%$107.8M$108.1M+$273.8K2026-10-30
Vaughan David Investments LLC
DECREASED326,246329,846-3,600-1%$108.0M$107.9M-$36.0K2026-11-05
Waters Parkerson & Co., LLC
DECREASED323,080330,333-7,253-2%$108.1M$106.9M-$1.2M2026-11-04
Kestra Private Wealth Services, LLC
DECREASED322,714325,397-2,683-1%$106.5M$106.8M+$251.0K2026-11-06
Daymark Wealth Partners, LLC
INCREASED321,058311,115+9,943+3%$101.8M$106.2M+$4.4M2026-11-04
Meyer Handelman Co
INCREASED319,428317,169+2,259+1%$103.8M$105.7M+$1.9M2026-10-28
Fort Washington Investment Advisors Inc
INCREASED318,898318,112+786+0%$104.1M$105.5M+$1.4M2026-10-15
OFI Invest Asset Management
DECREASED317,718327,756-10,038-3%$94.5M$93.2M-$1.3M2026-11-06
Mesirow Financial Investment Management, Inc.
INCREASED314,917314,532+385+0%$103.0M$104.2M+$1.2M2026-11-05
E. Ohman J:or Asset Management AB
DECREASED313,441316,051-2,610-1%$103.5M$103.7M+$242.7K2026-10-22
Roffman Miller Associates Inc
INCREASED308,261227,318+80,943+36%$74.4M$73.9M-$496.2K2026-10-19
Barr E S & Co
DECREASED307,835333,377-25,542-8%$109.1M$101.8M-$7.3M2026-11-06
Donaldson Capital Management, LLC
DECREASED299,239300,144-9050%$98.2M$99.0M+$751.2K2026-11-09
Mutual of America Capital Management LLC
DECREASED298,541303,176-4,635-2%$99.2M$98.8M-$472.3K2026-10-23
Raiffeisen Bank International AG
DECREASED296,387327,698-31,311-10%$107.9M$99.3M-$8.7M2026-10-28
Vise Technologies, Inc.
INCREASED294,011251,991+42,020+17%$82.5M$97.3M+$14.8M2026-10-29
Bowen Hanes & Co Inc
INCREASED292,285275,470+16,815+6%$81.0M$96.7M+$15.7M2026-11-09
Yousif Capital Management, LLC
DECREASED291,954293,651-1,697-1%$96.1M$96.6M+$466.4K2026-10-22
Park National Corp
DECREASED289,493299,326-9,833-3%$98.0M$95.8M-$2.2M2026-10-05
HB Wealth Management, LLC
INCREASED282,468259,187+23,281+9%$84.8M$93.4M+$8.6M2026-10-23
Crestwood Advisors Group, LLC
INCREASED277,466274,922+2,544+1%$90.0M$91.8M+$1.8M2026-10-27
Welch Group, LLC
DECREASED276,650276,835-1850%$90.6M$91.5M+$907.9K2026-10-29
Vest Financial, LLC
INCREASED276,446255,362+21,084+8%$83.6M$91.5M+$7.9M2026-10-21
Merit Financial Group, LLC
INCREASED274,422245,022+29,400+12%$80.2M$90.8M+$10.6M2026-11-06
Smith Chas P & Associates PA Cpas
DECREASED272,271288,483-16,212-6%$94.4M$92.5M-$1.9M2026-10-22
Badgley Phelps Wealth Managers, LLC
DECREASED271,308274,631-3,323-1%$89.9M$89.8M-$138.2K2026-10-22
State of Alaska, Department of Revenue
DECREASED268,618279,362-10,744-4%$91.4M$88.9K-$91.4M2026-10-15
Prospera Financial Services Inc
INCREASED263,441229,858+33,583+15%$75.3M$88.8M+$13.6M2026-11-04
North Star Investment Management Corp.
INCREASED263,073262,927+146+0%$86.1M$87.0M+$968.6K2026-10-27
Clearstead Advisors, LLC
DECREASED262,263263,732-1,469-1%$86.3M$86.8M+$434.0K2026-11-06
Florida Trust Wealth Management Co
DECREASED260,803261,453-6500%$85.6M$86.3M+$700.0K2026-11-05
Venture Visionary Partners LLC
INCREASED259,653256,731+2,922+1%$84.0M$85.9M+$1.9M2026-10-07
American Assets Investment Management, LLC
UNCHANGED259,400259,40000%$59.6M$60.1M+$491.1K2026-10-30
Country Trust Bank
DECREASED257,489259,654-2,165-1%$85.0M$85.2M+$192.5K2026-10-30
Markel Group Inc.
UNCHANGED252,550252,55000%$82.7M$83.6M+$883.9K2026-10-30
MassMutual Private Wealth & Trust, FSB
DECREASED251,739263,591-11,852-4%$86.3M$83.3M-$3.0M2026-10-05
Chilton Capital Management LLC
DECREASED250,502268,794-18,292-7%$88.0M$82.9M-$5.1M2026-10-28
Nicholas Company, Inc.
DECREASED244,420248,520-4,100-2%$81.3M$80.9M-$486.6K2026-11-05
Wesbanco Bank Inc
DECREASED243,171298,981-55,810-19%$97.9M$80.4M-$17.4M2026-11-04
Salem Investment Counselors Inc
INCREASED242,612242,447+165+0%$79.4M$80.3M+$903.2K2026-10-13
Todd Asset Management LLC
DECREASED241,203244,161-2,958-1%$79.9M$79.8M-$123.8K2026-10-27
iA Global Asset Management Inc.
DECREASED239,116252,825-13,709-5%$82.8M$79.1K-$82.7M2026-10-29
JTC Employer Solutions Trustee Ltd
UNCHANGED239,030239,03000%$78.2M$79.1M+$858.0K2026-11-09
Capital Investment Advisors, LLC
INCREASED238,914235,686+3,228+1%$77.1M$79.0M+$1.9M2026-10-22
Americana Partners, LLC
DECREASED238,176239,187-1,0110%$78.3M$78.8M+$502.7K2026-10-28
Wilmington Savings Fund Society, FSB
DECREASED237,729245,528-7,799-3%$80.4M$78.6M-$1.7M2026-10-23
ZWJ Investment Counsel Inc
INCREASED231,226225,108+6,118+3%$73.7M$76.5M+$2.8M2026-10-15
Apollon Wealth Management, LLC
INCREASED229,483221,179+8,304+4%$72.4M$75.9M+$3.5M2026-10-23
Illinois Municipal Retirement Fund
DECREASED228,946230,826-1,880-1%$75.6M$75.7M+$185.9K2026-11-05
Crossmark Global Holdings, Inc.
INCREASED228,771225,657+3,114+1%$73.9M$75.7M+$1.8M2026-10-21
Danica Pension, Livsforsikringsaktieselskab
UNCHANGED227,154227,15400%$74.4M$75.1M+$795.0K2026-11-09
KCM Investment Advisors LLC
DECREASED226,037227,545-1,508-1%$74.5M$74.8M+$297.7K2026-10-27
Washington Trust Co
DECREASED225,981228,325-2,344-1%$74.7M$74.8M+$23.7K2026-10-22
Baker Avenue Asset Management, LP
INCREASED223,739221,738+2,001+1%$72.6M$74.0M+$1.4M2026-11-06
Busey Bank
DECREASED217,989220,073-2,084-1%$72.0M$72.1M+$80.7K2026-10-26
Atria Investments, Inc
INCREASED217,663209,540+8,123+4%$68.6M$72.0M+$3.4M2026-10-15
Mcdonald Capital Investors Inc
DECREASED217,302247,821-30,519-12%$81.1M$71.9M-$9.2M2026-10-27
Trust Co of Vermont
DECREASED215,573215,608-350%$70.6M$71.3M+$743.0K2026-10-21
Bokf, NA
DECREASED214,696223,025-8,329-4%$73.0M$71.0M-$2.0M2026-10-27
Gulf International Bank (UK) Ltd
UNCHANGED206,989206,98900%$67.8M$68.5K-$67.7M2026-10-20
MGO One Seven LLC
INCREASED206,437204,412+2,025+1%$66.9M$68.3M+$1.4M2026-10-28
Kimelman & Baird, LLC
DECREASED205,013206,537-1,524-1%$67.6M$67.8M+$218.7K2026-11-03
Adams Diversified Equity Fund, Inc.
UNCHANGED204,863204,86300%$67.1M$67.8M+$717.0K2026-10-21
Seizert Capital Partners, LLC
DECREASED204,442216,882-12,440-6%$71.0M$67.6M-$3.4M2026-10-30
Moody Lynn Lieberson & Walker, LLC
INCREASED204,263195,923+8,340+4%$64.1M$67.6M+$3.4M2026-10-14
Oakworth Capital, Inc.
DECREASED202,902203,525-6230%$67.1M$67.1M+$35.5K2026-10-26
Deprince Race & Zollo Inc
DECREASED202,889204,646-1,757-1%$67.0M$67.1M+$135.0K2026-10-13
Elevation Point Wealth Partners, LLC
INCREASED201,641196,682+4,959+3%$64.4M$66.7M+$2.3M2026-11-05
Farther Finance Advisors, LLC
INCREASED200,767167,272+33,495+20%$54.8M$66.4M+$11.7M2026-10-08
Bank Pictet & Cie (Europe) AG
DECREASED200,622202,264-1,642-1%$66.2M$66.4M+$164.7K2026-10-20
Modera Wealth Management, LLC
DECREASED200,189205,295-5,106-2%$67.2M$66.2M-$970.8K2026-10-28
Picton Mahoney Asset Management
INCREASED193,939185,755+8,184+4%$60.8M$64.2M+$3.4M2026-11-09
Northeast Investment Management
DECREASED193,867194,762-8950%$63.8M$64.1M+$385.6K2026-10-30
Lazard Freres Gestion S.A.S.
INCREASED193,717185,508+8,209+4%$60.7M$64.1M+$3.4M2026-11-03
Ethic Inc.
INCREASED188,69192,027+96,664+105%$30.1M$62.4M+$32.3M2026-11-03
Argent Capital Management LLC
DECREASED188,290194,449-6,159-3%$63.6M$62.3M-$1.4M2026-10-05
Howard Capital Management Group, LLC
DECREASED187,825188,440-6150%$61.7M$62.1M+$456.1K2026-10-16
Gradient Investments LLC
DECREASED185,011205,948-20,937-10%$67.4M$61.2M-$6.2M2026-10-08
Mill Capital Management, LLC
DECREASED184,602198,650-14,048-7%$65.0M$61.1M-$4.0M2026-10-26
Fisher Funds Management LTD
INCREASED184,343151,953+32,390+21%$49.7M$61.0M+$11.2M2026-10-13
AlphaCore Capital LLC
INCREASED182,671130,321+52,350+40%$42.7M$60.4M+$17.8M2026-11-04
Sterling Capital Management LLC
DECREASED182,669221,144-38,475-17%$72.4M$60.4M-$12.0M2026-10-22
Generali Asset Management SPA SGR
INCREASED178,540163,433+15,107+9%$53.5M$59.1M+$5.6M2026-10-26
Levin Capital Strategies, L.P.
INCREASED175,825175,800+25+0%$57.5M$58.2M+$623.7K2026-11-02
Meridian Wealth Management, LLC
DECREASED174,817195,616-20,799-11%$64.0M$57.8M-$6.2M2026-11-05
Heritage Investors Management Corp
DECREASED174,674185,967-11,293-6%$60.9M$57.8K-$60.8M2026-10-29
Braun Stacey Associates Inc
INCREASED174,248173,933+315+0%$56.9M$57.6M+$713.0K2026-10-19
Clifford Swan Investment Counsel LLC
DECREASED173,804174,259-4550%$57.0M$57.5M+$459.5K2026-11-05
Randolph Co Inc
INCREASED171,399171,309+90+0%$56.1M$56.7M+$629.1K2026-10-23
Eagle Global Advisors LLC
INCREASED170,412170,365+47+0%$55.8M$56.4M+$611.8K2026-11-02
Triglav Investments, D.O.O.
INCREASED169,578149,596+19,982+13%$49.0M$56.1M+$7.1M2026-11-06
SouthState Bank Corp
DECREASED169,275169,973-6980%$55.6M$56.0M+$364.0K2026-11-09
Choreo, LLC
INCREASED169,132159,145+9,987+6%$52.1M$56.0M+$3.9M2026-10-28
Vantage Investment Partners, LLC
DECREASED168,796174,888-6,092-3%$57.2M$55.8M-$1.4M2026-10-27
Chesley Taft & Associates LLC
DECREASED168,747171,069-2,322-1%$56.0M$55.8M-$169.4K2026-10-13
Park Avenue Securities LLC
INCREASED166,504164,625+1,879+1%$53.9M$55.1K-$53.8M2026-10-26
NFJ Investment Group, LLC
DECREASED164,682168,025-3,343-2%$55.0M$54.5M-$517.9K2026-11-09
Smith Salley Wealth Management
INCREASED164,348162,429+1,919+1%$53.2M$54.4M+$1.2M2026-11-03
Maryland State Retirement & Pension System
INCREASED163,833143,851+19,982+14%$47.1M$54.2M+$7.1M2026-11-05
Cornerstone Advisors, LLC
DECREASED162,743184,785-22,042-12%$60.5M$53.8M-$6.6M2026-11-06
Parsons Capital Management Inc
DECREASED162,048162,510-4620%$53.2M$53.6M+$415.9K2026-10-28
Nexus Investment Management ULC
DECREASED161,844180,374-18,530-10%$59.0M$53.5M-$5.5M2026-10-27
PBU - The Pension Fund of Early Childhood & Youth Educators
INCREASED161,392156,450+4,942+3%$51.2M$53.4M+$2.2M2026-11-06
Central Trust Co
DECREASED161,010163,219-2,209-1%$53.4M$53.3M-$159.4K2026-11-05
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED160,900160,90000%$52.7M$53.2M+$563.2K2026-10-28
M&G Plc
DECREASED160,624270,161-109,537-41%$88.3M$53.2M-$35.2M2026-11-04
Brookstone Capital Management
INCREASED160,269142,934+17,335+12%$46.8M$53.0M+$6.2M2026-10-22
Deroy & Devereaux Private Investment Counsel Inc
INCREASED160,128159,053+1,075+1%$52.1M$53.0K-$52.0M2026-10-26
NorthCrest Asset Manangement, LLC
INCREASED157,295153,504+3,791+2%$51.5M$52.1M+$634.6K2026-10-13
Allen Investment Management, LLC
INCREASED156,436155,655+781+1%$51.0M$51.8M+$803.2K2026-11-03
Marco Investment Management LLC
DECREASED155,145157,783-2,638-2%$51.6M$51.3M-$320.5K2026-11-09
Farmers & Merchants Investments Inc
INCREASED154,589153,996+593+0%$50.4M$51.1M+$735.2K2026-10-22
First Horizon Corp
INCREASED152,941152,877+64+0%$50.0M$50.6M+$556.2K2026-10-26
Beacon Investment Advisory Services, Inc.
DECREASED152,782164,655-11,873-7%$53.9M$50.5M-$3.4M2026-10-13
Franklin Street Advisors Inc
DECREASED151,956154,156-2,200-1%$50.5M$50.3M-$188.2K2026-10-13
Bailard, Inc.
INCREASED151,584151,505+79+0%$49.6M$50.1M+$556.4K2026-10-13
Maple Capital Management, Inc.
DECREASED151,245156,748-5,503-4%$51.3M$50.0M-$1.3M2026-11-02
Wilsey Asset Management Inc
DECREASED150,160151,901-1,741-1%$49.7M$49.7M-$44.2K2026-10-21
First National Trust Co
DECREASED150,153155,919-5,766-4%$51.0M$49.7M-$1.4M2026-10-28
LBP AM SA
DECREASED149,784182,506-32,722-18%$59.7M$49.6M-$10.2M2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED149,625151,129-1,504-1%$49.5M$49.5M+$31.3K2026-10-20
Fifth Third Wealth Advisors LLC
INCREASED147,554145,144+2,410+2%$47.5M$48.8M+$1.3M2026-10-22
Highland Capital Management, LLC
DECREASED146,566150,626-4,060-3%$49.3M$48.5M-$816.1K2026-10-26
Hartford Investment Management Co
DECREASED142,336148,204-5,868-4%$48.5M$47.1M-$1.4M2026-11-04
Chicago Capital, LLC
INCREASED142,228139,172+3,056+2%$45.6M$47.1M+$1.5M2026-10-13
Fishman JAY A LTD
DECREASED141,954150,214-8,260-5%$49.2M$47.0M-$2.2M2026-10-26
Noesis Capital Mangement Corp
INCREASED141,015139,566+1,449+1%$45.7M$46.7M+$967.7K2026-10-26
Carret Asset Management, LLC
DECREASED141,010142,669-1,659-1%$46.7M$46.7M-$49.3K2026-11-04
HUB Investment Partners, LLC
DECREASED140,054166,772-26,718-16%$54.6M$46.3M-$8.3M2026-11-03
Central Securities Corp
UNCHANGED140,000140,00000%$45.8M$46.3M+$490.0K2026-11-06
Parallel Advisors, LLC
INCREASED139,435136,858+2,577+2%$44.8M$46.1M+$1.3M2026-11-03
Private Wealth Partners, LLC
DECREASED139,317140,251-934-1%$45.9M$46.1M+$182.0K2026-10-22
71 West Capital Partners
INCREASED137,635136,313+1,322+1%$44.6M$45.5M+$914.5K2026-11-04
Kanawha Capital Management LLC
INCREASED137,127136,735+392+0%$44.8M$45.4M+$608.3K2026-10-19
Penobscot Investment Management Company, Inc.
INCREASED136,867135,777+1,090+1%$44.4M$45.3M+$835.8K2026-10-26
First Citizens Bank & Trust Co
INCREASED136,045114,604+21,441+19%$37.5M$45.0M+$7.5M2026-10-14
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
INCREASED134,605120,843+13,762+11%$39.6M$44.5M+$5.0M2026-10-22
First American Bank
DECREASED134,497136,259-1,762-1%$44.6M$44.5M-$106.0K2026-10-27
New Mexico Educational Retirement Board
UNCHANGED134,050134,05000%$43.9M$44.3M+$469.0K2026-11-05
Lowe Brockenbrough & Co Inc
DECREASED132,742136,772-4,030-3%$44.8M$43.9M-$855.1K2026-11-09
Lmcg Investments, LLC
DECREASED132,527134,321-1,794-1%$44.0M$43.8M-$123.3K2026-10-21
Foster Dykema Cabot & Partners, LLC
INCREASED132,330118,488+13,842+12%$38.8M$43.8M+$5.0M2026-10-30
Bryn Mawr Trust Advisors, LLC
DECREASED131,629133,139-1,510-1%$43.6M$43.5M-$33.7K2026-11-04
Louisiana State Employees Retirement System
DECREASED130,700136,900-6,200-5%$44.8M$43.2M-$1.6M2026-10-20
Ag2r LA Mondiale Gestion D'actifs
DECREASED130,096141,369-11,273-8%$46.3M$43.0M-$3.2M2026-10-26
Cambiar Investors LLC
DECREASED129,628158,924-29,296-18%$52.0M$42.9M-$9.1M2026-11-04
Matrix Asset Advisors Inc
DECREASED129,211132,893-3,682-3%$43.5M$42.7M-$753.0K2026-10-13
Imc-Chicago, LLC
DECREASED128,468279,599-151,131-54%$91.5M$42.5M-$49.0M2026-11-05
Neville Rodie & Shaw Inc
DECREASED128,162128,730-5680%$42.1K$42.4K+$2632026-10-05
Congress Asset Management Co
INCREASED127,614104,517+23,097+22%$34.2M$42.2M+$8.0M2026-10-06
Narwhal Capital Management
DECREASED125,897129,578-3,681-3%$42.4M$41.7M-$764.1K2026-11-04
Clear Harbor Asset Management, LLC
INCREASED125,21298,481+26,731+27%$32.2M$41.4M+$9.2M2026-11-05
Moors & Cabot, Inc.
INCREASED124,852123,524+1,328+1%$40.4M$41.3M+$871.6K2026-11-06
Gamma Investing LLC
INCREASED123,853114,132+9,721+9%$37.4M$41.0M+$3.6M2026-10-08
Verity & Verity, LLC
DECREASED123,837124,033-1960%$40.6M$41.0M+$369.3K2026-10-23
AIA Group Ltd
DECREASED123,746142,918-19,172-13%$46.8M$40.9M-$5.8M2026-10-30
Conning Inc.
DECREASED122,400134,209-11,809-9%$43.9M$40.5M-$3.4M2026-10-27
Appleton Partners Inc
DECREASED121,333124,463-3,130-3%$40.7M$40.1K-$40.7M2026-10-30
Heritage Wealth Advisors
DECREASED121,214123,143-1,929-2%$40.3M$40.1M-$206.8K2026-11-09
Payden & Rygel
DECREASED121,160121,650-4900%$39.8M$40.1K-$39.8M2026-10-28
Tokio Marine Asset Management Co LTD
INCREASED120,267116,871+3,396+3%$38.3M$39.8M+$1.5M2026-10-26
NBT Bank, N.A.
DECREASED119,140122,789-3,649-3%$40.2M$39.4M-$777.3K2026-10-21
Adell Harriman & Carpenter Inc
DECREASED118,440118,553-1130%$38.8M$39.2M+$377.5K2026-11-02
Perigon Wealth Management, LLC
DECREASED117,409132,182-14,773-11%$43.3M$38.8M-$4.4M2026-10-22
LaFleur & Godfrey LLC
DECREASED117,236122,829-5,593-5%$40.2M$38.8M-$1.4M2026-10-27
Ceredex Value Advisors LLC
DECREASED116,766124,557-7,791-6%$40.8M$38.6M-$2.1M2026-11-09
WestEnd Advisors, LLC
DECREASED115,396121,431-6,035-5%$39.7M$38.2M-$1.6M2026-10-27
BLB&B Advisors, LLC
DECREASED114,545118,791-4,246-4%$38.9M$37.9M-$988.9K2026-10-27
Patten & Patten Inc
DECREASED113,646116,320-2,674-2%$38.1M$37.6M-$477.4K2026-10-26
Nemes Rush Group LLC
DECREASED113,590114,157-5670%$37.4M$37.6M+$212.0K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED113,502113,083+419+0%$37.0M$37.5M+$534.5K2026-11-05
Talbot Financial, LLC
INCREASED112,945112,910+35+0%$37.0M$37.4M+$406.7K2026-10-19
Valeo Financial Advisors, LLC
DECREASED112,777130,662-17,885-14%$42.8M$37.3M-$5.5M2026-10-08
Community Trust & Investment Co
DECREASED112,138136,556-24,418-18%$44.7M$37.1M-$7.6M2026-10-15
Villere ST Denis J & Co LLC
DECREASED110,998116,855-5,857-5%$38.3M$36.7M-$1.5M2026-11-04
J.P. Marvel Investment Advisors, LLC
INCREASED110,719110,715+40%$36.2M$36.6M+$388.8K2026-11-02
Dana Investment Advisors, Inc.
DECREASED109,878111,619-1,741-2%$36.5M$36.4M-$185.5K2026-11-06
HBK Sorce Advisory LLC
DECREASED109,549110,636-1,087-1%$39.7M$37.0M-$2.8M2026-11-06
Freestone Capital Holdings, LLC
DECREASED109,143112,378-3,235-3%$36.8M$36.1M-$676.9K2026-11-09
Hantz Financial Services, Inc.
DECREASED108,707111,857-3,150-3%$36.6M$36.0M-$650.0K2026-11-09
Culbertson A N & Co Inc
DECREASED108,395108,791-3960%$35.6M$35.9M+$249.8K2026-10-21
Rossmore Private Capital
INCREASED108,233104,381+3,852+4%$34.2M$35.8M+$1.6M2026-10-27
Greenleaf Trust
INCREASED108,16790,431+17,736+20%$29.6M$35.8M+$6.2M2026-10-29
Ashton Thomas Private Wealth, LLC
INCREASED108,004104,989+3,015+3%$34.4M$35.7M+$1.4M2026-11-03
ARS Wealth Advisors Group, LLC
DECREASED107,874109,673-1,799-2%$35.9M$35.7M-$211.2K2026-10-16
Avanza Fonder AB
INCREASED106,88097,703+9,177+9%$32.0M$35.4M+$3.4M2026-10-13
Private Management Group Inc
DECREASED106,691109,133-2,442-2%$35.7M$35.3M-$426.1K2026-11-04
Abner Herrman & Brock LLC
DECREASED105,985106,960-975-1%$35.0K$35.1K+$522026-10-20
First Fiduciary Investment Counsel, Inc.
DECREASED105,535110,073-4,538-4%$36.0M$34.9K-$36.0M2026-10-27
Artemis Investment Management LLP
INCREASED104,14165,464+38,677+59%$21.4M$34.5M+$13.0M2026-10-08
Coldstream Capital Management Inc
INCREASED103,905101,640+2,265+2%$33.3M$34.4M+$1.1M2026-11-09
Lyell Wealth Management, LP
INCREASED103,848103,574+274+0%$33.9M$34.4M+$453.4K2026-10-30
Ritholtz Wealth Management
INCREASED102,90099,633+3,267+3%$32.6M$34.0M+$1.4M2026-11-05
ProVise Management Group, LLC
DECREASED101,956104,741-2,785-3%$34.3M$33.7M-$554.6K2026-11-06
KMG Fiduciary Partners, LLC
DECREASED101,551104,464-2,913-3%$34.2M$33.6M-$597.9K2026-10-14
Evergreen Capital Management LLC
INCREASED101,15697,875+3,281+3%$32.0M$33.5M+$1.4M2026-10-23
One Way Holdings LLC
INCREASED100,71895,954+4,764+5%$31.4M$33.3M+$1.9M2026-10-29
Grimes & Co Wealth Management, LLC
INCREASED100,45993,017+7,442+8%$30.4M$33.2M+$2.8M2026-10-29
CWA Asset Management Group, LLC
INCREASED100,35399,413+940+1%$32.5M$33.2M+$659.2K2026-10-19
Forbes J M & Co LLP
INCREASED100,32299,800+522+1%$32.7M$33.2M+$522.0K2026-10-16
Diversified Trust Co
DECREASED99,636101,235-1,599-2%$33.1M$33.0M-$174.3K2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED98,86790,555+8,312+9%$29.6M$32.7M+$3.1M2026-10-27
Yarbrough Capital, LLC
UNCHANGED97,87597,87500%$32.0M$32.4M+$342.6K2026-10-19
W.G. Shaheen & Associates DBA Whitney & Co
DECREASED97,53699,281-1,745-2%$32.5M$32.3M-$229.7K2026-11-03
Anchor Capital Advisors LLC
DECREASED97,505115,282-17,777-15%$37.7M$32.3M-$5.5M2026-11-05
Cidel Asset Management Inc
DECREASED97,05697,432-3760%$31.9M$32.1M+$216.6K2026-10-29
Kornitzer Capital Management Inc
DECREASED96,83199,333-2,502-3%$32.5M$32.0M-$480.1K2026-11-03
Old National Bancorp
DECREASED96,36198,543-2,182-2%$32.3M$31.9M-$377.0K2026-10-20
Hosking Partners LLP
DECREASED96,152102,010-5,858-6%$33.4M$31.8M-$1.6M2026-10-21
Beese Fulmer Investment Management, Inc.
INCREASED95,73695,120+616+1%$31.1M$31.7M+$537.0K2026-10-23
Avity Investment Management Inc.
DECREASED94,61496,055-1,441-1%$31.4M$31.3M-$140.5K2026-10-09
Chicago Partners Investment Group LLC
DECREASED94,23696,420-2,184-2%$33.7M$31.2M-$2.5M2026-10-27
Trust Co of Toledo NA
DECREASED93,31395,364-2,051-2%$31.2M$30.9M-$344.8K2026-10-16
Assenagon Asset Management S.A.
DECREASED93,15195,313-2,162-2%$31.2M$30.8M-$381.7K2026-10-15
Oak Harvest Investment Services
DECREASED93,086101,694-8,608-8%$33.3M$30.8M-$2.5M2026-10-20
Absher Wealth Management, LLC
DECREASED92,962103,185-10,223-10%$33.8M$30.8M-$3.0M2026-11-02
Albion Financial Group
INCREASED92,83392,161+672+1%$30.2M$30.7M+$545.0K2026-10-21
Verdence Capital Advisors LLC
INCREASED92,50787,633+4,874+6%$28.7M$30.6M+$1.9M2026-10-26
Smith Group Asset Management, LLC
DECREASED92,343151,610-59,267-39%$49.6M$30.5M-$19.1M2026-10-27
Level Four Advisory Services, LLC
DECREASED92,10198,167-6,066-6%$32.1M$30.5M-$1.7M2026-11-06
Harbour Trust & Investment Management Co
DECREASED91,83492,524-690-1%$30.3M$30.4M+$95.6K2026-10-28
Independence Bank of Kentucky
DECREASED91,33392,790-1,457-2%$30.4M$30.2M-$157.3K2026-10-26
Bourgeon Capital Management LLC
INCREASED91,23888,712+2,526+3%$29.0M$30.2M+$1.1M2026-10-19
Moran Wealth Management, LLC
INCREASED90,43886,958+3,480+4%$28.5M$29.9M+$1.5M2026-10-22
Cincinnati Financial Corp
UNCHANGED90,00090,00000%$29.5M$29.8M+$315.0K2026-11-03
GHP Investment Advisors, Inc.
DECREASED89,77991,710-1,931-2%$30.0M$29.7M-$317.7K2026-10-15
Quadrant Capital Group LLC
DECREASED89,37290,075-703-1%$29.5M$29.6M+$136.4K2026-10-20
OpenArc Corporate Advisory, LLC
INCREASED89,15783,239+5,918+7%$27.2M$29.5M+$2.2M2026-10-21
Birch Hill Investment Advisors LLC
DECREASED88,39094,380-5,990-6%$30.9M$29.2M-$1.7M2026-10-16
Wedbush Securities Inc
DECREASED88,37189,166-795-1%$29.2M$29.2K-$29.2M2026-10-22
Cullen Investment Group, Ltd.
DECREASED88,29489,073-779-1%$29.2M$29.5M+$359.0K2026-10-13
Davis-Rea Ltd.
DECREASED87,95289,501-1,549-2%$29.3M$29.4M+$64.9K2026-10-13
Signaturefd, LLC
INCREASED87,87885,250+2,628+3%$27.9M$29.1M+$1.2M2026-10-23
Nixon Peabody Trust Co
INCREASED87,11780,182+6,935+9%$26.2M$28.8M+$2.6M2026-10-23
Polaris Capital Management, LLC
DECREASED86,39190,291-3,900-4%$29.6M$28.6M-$974.2K2026-10-21
Baldwin Wealth Partners LLC
DECREASED85,93086,040-1100%$28.2M$28.4M+$264.7K2026-10-13
Barlow Wealth Partners, LLC
INCREASED85,87585,274+601+1%$28.2M$28.4M+$255.2K2026-10-15
Calamos Wealth Management LLC
DECREASED85,42685,773-3470%$28.1M$28.3M+$185.5K2026-11-02
Edge Wealth Management LLC
DECREASED85,15685,227-710%$27.9M$28.3M+$372.8K2026-10-13
Fiduciary Alliance LLC
DECREASED84,937100,605-15,668-16%$32.9M$28.1M-$4.8M2026-10-13
Fideuram Asset Management (Ireland) dac
INCREASED84,70550,616+34,089+67%$16.4M$29.4M+$13.0M2026-10-29
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED84,62389,911-5,288-6%$29.4M$28.0M-$1.4M2026-10-22
First Merchants Corp
DECREASED84,56186,914-2,353-3%$28.4M$28.0M-$474.2K2026-10-15
Westchester Capital Management, Inc.
INCREASED84,49782,058+2,439+3%$26.9M$28.0M+$1.1M2026-10-23
Addenda Capital Inc.
DECREASED84,36387,189-2,826-3%$28.5M$27.9M-$629.8K2026-10-13
Woodmont Investment Counsel LLC
INCREASED84,06582,732+1,333+2%$27.1M$27.8M+$730.5K2026-10-29
Aviance Capital Partners, LLC
DECREASED83,56683,837-2710%$27.4M$27.6M+$203.9K2026-10-29
TCV Trust & Wealth Management, Inc.
INCREASED83,49483,227+267+0%$27.2M$27.6M+$379.6K2026-10-16
WoodTrust Financial Corp
DECREASED83,14784,705-1,558-2%$27.7M$27.5K-$27.7M2026-10-09
Rockland Trust Co
DECREASED82,82483,244-4200%$27.2M$27.4M+$152.4K2026-10-05
Cadinha & Co LLC
INCREASED82,42081,210+1,210+1%$26.6M$27.3M+$684.6K2026-10-22
Rempart Asset Management Inc.
UNCHANGED81,98081,98000%$26.8M$26.8M$02026-10-20
King Wealth Management Group
INCREASED81,96780,935+1,032+1%$26.5M$27.1M+$625.0K2026-11-09
North Dakota State Investment Board
INCREASED81,89578,820+3,075+4%$25.8M$27.1M+$1.3M2026-10-27
Dynamic Advisor Solutions LLC
DECREASED81,59881,651-530%$26.7M$27.0M+$268.3K2026-10-13
Cohen Capital Management, Inc.
DECREASED81,38181,681-3000%$26.7M$26.9M+$186.7K2026-10-14
Motco
DECREASED81,25781,786-529-1%$26.8M$26.9M+$111.2K2026-11-09
Turtle Creek Wealth Advisors, LLC
DECREASED81,17081,865-695-1%$26.8M$26.9M+$54.4K2026-10-15
Knights of Columbus Asset Advisors LLC
DECREASED81,03785,606-4,569-5%$28.0M$26.8M-$1.2M2026-11-05
JGP Wealth Management, LLC
DECREASED80,93081,331-4010%$26.6M$26.8M+$151.9K2026-10-13
J. Safra Sarasin Holding AG
INCREASED80,85473,960+6,894+9%$22.6M$25.0M+$2.4M2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED80,75975,156+5,603+7%$24.6M$26.7M+$2.1M2026-10-16
Ascent Group, LLC
DECREASED80,06981,618-1,549-2%$26.7M$26.5M-$226.5K2026-10-30
Archon Partners LLC
UNCHANGED80,00080,00000%$26.2M$26.5M+$280.0K2026-10-26
General American Investors Co Inc
UNCHANGED80,00080,00000%$26.2M$26.5M+$280.0K2026-11-02
Axxcess Wealth Management, LLC
DECREASED79,512136,590-57,078-42%$44.7M$26.3M-$18.4M2026-10-21
Goelzer Investment Management, Inc.
INCREASED79,31374,845+4,468+6%$24.5M$26.2M+$1.7M2026-10-16
Canandaigua National Bank & Trust Co
DECREASED79,30381,950-2,647-3%$26.8M$26.2M-$588.9K2026-10-07
SS&H Financial Advisors, Inc.
DECREASED79,060104,790-25,730-25%$34.3M$26.2K-$34.3M2026-10-28
Masterinvest Kapitalanlage GmbH
DECREASED79,05579,362-3070%$26.0M$26.2M+$176.2K2026-11-03
Tritonpoint Wealth, LLC
DECREASED79,04581,693-2,648-3%$26.7M$26.2M-$590.4K2026-10-19
Burns J W & Co Inc
INCREASED78,77377,579+1,194+2%$25.4M$26.1M+$666.7K2026-10-20
Pittenger & Anderson Inc
INCREASED78,73976,028+2,711+4%$24.9M$26.0M+$1.2M2026-11-02
Cypress Capital Group
INCREASED78,52978,303+226+0%$25.6M$26.0M+$348.8K2026-11-03
Compound Planning, Inc.
INCREASED77,96777,143+824+1%$25.3M$25.8M+$542.4K2026-11-09
Sagespring Wealth Partners, LLC
INCREASED77,87775,894+1,983+3%$24.8M$25.8M+$921.6K2026-10-22
Anderson Hoagland & Co
DECREASED77,45785,086-7,629-9%$27.9M$26.1M-$1.8M2026-10-23
Diversify Advisory Services, LLC
INCREASED77,31272,679+4,633+6%$25.9M$25.9M+$52.0K2026-10-20
Diversify Wealth Management, LLC
INCREASED77,31272,679+4,633+6%$25.9M$25.9M+$52.0K2026-10-20
Folger Nolan Fleming Douglas Capital Management, Inc
DECREASED77,25481,539-4,285-5%$26.7M$25.6M-$1.1M2026-10-13
Baxter Bros Inc
INCREASED77,01076,917+93+0%$25.2M$25.5M+$300.0K2026-11-04
Montag A & Associates Inc
DECREASED76,52079,072-2,552-3%$25.9M$25.3M-$567.5K2026-10-29
Whitener Capital Management, Inc.
DECREASED76,39477,075-681-1%$25.2M$25.3M+$44.5K2026-10-15
Spire Wealth Management
INCREASED76,34972,887+3,462+5%$23.9M$25.3M+$1.4M2026-10-30
Guardian Partners Inc.
DECREASED76,28985,096-8,807-10%$27.9M$25.2M-$2.6M2026-10-21
JB Capital LLC
DECREASED76,20077,083-883-1%$25.2M$25.2M-$22.6K2026-10-19
Brighton Jones LLC
INCREASED75,86170,406+5,455+8%$23.0M$25.1M+$2.1M2026-11-03
BAR Harbor Wealth Management
INCREASED75,78975,397+392+1%$24.7M$25.1M+$393.6K2026-10-21
M Holdings Securities, Inc.
INCREASED75,64675,214+432+1%$24.7M$25.7K-$24.7M2026-11-03
Stenger Family Office, LLC
INCREASED75,38271,265+4,117+6%$23.3M$25.0M+$1.7M2026-10-22
SVB Wealth LLC
DECREASED75,24282,982-7,740-9%$27.2M$24.9M-$2.3M2026-11-06
Vestor Capital, LLC
DECREASED75,15985,741-10,582-12%$6.6K$4.4K-$2.2K2026-11-04
Washington Trust Bank
DECREASED73,89876,431-2,533-3%$25.0M$24.4M-$570.5K2026-11-03
Legacy Private Trust Co.
DECREASED73,88175,310-1,429-2%$24.7M$24.4M-$209.2K2026-10-06
Cullinan Associates Inc
INCREASED73,65873,638+20+0%$24.1M$24.4M+$264.4K2026-11-03
First Financial Bank - Trust Division
INCREASED73,36672,092+1,274+2%$23.6M$24.3M+$673.8K2026-10-01
Greenwood Gearhart LLC
INCREASED73,33773,271+66+0%$24.0M$24.3M+$278.4K2026-11-02
Cohen Klingenstein LLC
UNCHANGED72,70072,70000%$23.8M$24.1M+$254.5K2026-10-15
Premier Fund Managers Ltd
INCREASED72,67645,621+27,055+59%$15.0M$24.4K-$15.0M2026-11-02
Palisade Asset Management, LLC
DECREASED71,95475,182-3,228-4%$24.6M$23.8M-$804.8K2026-11-03
Geneos Wealth Management Inc.
DECREASED71,92973,096-1,167-2%$23.9M$23.8M-$130.3K2026-11-09
Praxis Investment Management Inc
UNCHANGED71,66571,66500%$23.5M$23.7M+$251.0K2026-11-03
Stockman Wealth Management, Inc.
DECREASED71,49872,393-895-1%$23.7M$23.7M-$42.9K2026-10-27
Cabot Wealth Management Inc
DECREASED71,47773,122-1,645-2%$23.9M$23.6M-$288.1K2026-11-05
Arbejdsmarkedets Tillaegspension
DECREASED71,28091,480-20,200-22%$29.9M$23.6M-$6.4M2026-10-30
Allied Investment Advisors, LLC
INCREASED70,86970,656+213+0%$23.1M$23.4M+$317.5K2026-10-13
Journey Advisory Group, LLC
DECREASED70,74071,743-1,003-1%$23.5M$23.4M-$80.5K2026-11-04
Courier Capital LLC
DECREASED70,49074,868-4,378-6%$24.5M$23.3M-$1.2M2026-10-19
Sowell Financial Services LLC
DECREASED70,22070,498-2780%$23.1M$23.2M+$154.7K2026-10-23
Richard C. Young & Co., Ltd.
DECREASED69,80370,788-985-1%$23.2M$23.1M-$78.1K2026-11-04
Woodstock Corp
INCREASED69,76668,865+901+1%$22.5M$23.1M+$539.1K2026-10-13
Ledyard National Bank
DECREASED69,47670,775-1,299-2%$23.2M$23.0M-$182.0K2026-10-21
SteelPeak Wealth, LLC
INCREASED69,27043,921+25,349+58%$14.4M$22.9M+$8.5M2026-10-16
IFP Advisors, Inc
DECREASED69,23170,542-1,311-2%$23.1M$22.9M-$186.8K2026-10-16
Securian Asset Management, Inc
DECREASED69,04871,205-2,157-3%$24.3M$22.8M-$1.4M2026-11-06
Linscomb Wealth, Inc.
DECREASED68,91970,170-1,251-2%$23.0M$22.8M-$168.2K2026-11-05
Plato Investment Management Ltd
INCREASED68,72362,447+6,276+10%$20.3M$22.8M+$2.5M2026-11-05
DSG Capital Advisors, LLC
DECREASED68,51071,163-2,653-4%$24.4M$22.7M-$1.7M2026-11-05
TD Private Client Wealth LLC
DECREASED68,28170,249-1,968-3%$23.0M$22.6M-$405.2K2026-10-28
Wedmont Private Capital
INCREASED67,82754,011+13,816+26%$18.2M$22.5M+$4.3M2026-10-09
Eagle Rock Investment Company, LLC
INCREASED67,65767,291+366+1%$22.0M$22.4M+$356.3K2026-10-21
Pictet North America Advisors SA
INCREASED67,48464,836+2,648+4%$21.2M$22.3M+$1.1M2026-10-21
Granite Investment Partners, LLC
INCREASED67,20464,986+2,218+3%$21.3M$22.2M+$961.2K2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED66,96149,890+17,071+34%$16.4M$22.2M+$5.7M2026-10-13
James Investment Research, Inc.
DECREASED66,67768,483-1,806-3%$22.4M$22.1M-$357.8K2026-10-22
Middleton & Co Inc
DECREASED66,39468,448-2,054-3%$22.4M$22.0M-$440.0K2026-10-23
Strategy Asset Managers LLC
DECREASED66,39369,657-3,264-5%$22.8M$22.0M-$836.0K2026-10-14
Caldwell Trust Co
DECREASED66,30466,710-406-1%$21.8M$21.9M+$99.2K2026-10-30
Meiji Yasuda America Inc
INCREASED66,27752,968+13,309+25%$17.3M$21.9M+$4.6M2026-10-22
AMG National Trust Bank
INCREASED66,19066,023+167+0%$21.6M$21.9M+$286.4K2026-11-05
Exchange Traded Concepts, LLC
INCREASED66,13563,025+3,110+5%$20.6M$21.9M+$1.2M2026-10-28
Community Bank, N.A.
DECREASED66,09067,530-1,440-2%$22.1M$21.9M-$240.1K2026-11-06
Cyndeo Wealth Partners, LLC
DECREASED65,94377,465-11,522-15%$25.4M$21.8M-$3.5M2026-10-16
Tufton Capital Management
DECREASED65,86469,812-3,948-6%$22.9M$21.8K-$22.8M2026-10-20
Mission Wealth Management, LP
DECREASED65,797110,524-44,727-40%$36.2M$21.8M-$14.4M2026-10-15
Ninety One SA (PTY) Ltd
DECREASED65,56765,600-330%$21.5M$21.8M+$218.6K2026-10-15
Princeton Global Asset Management LLC
INCREASED64,43764,373+64+0%$21.1M$21.3M+$246.4K2026-10-21
Telos Capital Management, Inc.
DECREASED63,99565,314-1,319-2%$21.4M$21.2M-$207.7K2026-11-02
Tompkins Financial Corp
DECREASED63,98264,894-912-1%$21.2M$21.2M-$74.6K2026-10-05
Wealthcare Advisory Partners LLC
INCREASED63,58861,535+2,053+3%$20.1M$21.0M+$894.8K2026-10-21
Integrated Advisors Network LLC
DECREASED63,39564,583-1,188-2%$21.1M$21.0M-$166.8K2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
DECREASED63,38164,062-681-1%$21.0M$21.0M-$1.1K2026-11-03
Forvis Mazars Wealth Advisors, LLC
DECREASED63,12465,662-2,538-4%$21.5M$20.9M-$609.9K2026-10-13
Emerald Investment Advisers, LLC
INCREASED63,05561,789+1,266+2%$20.2M$20.9M+$635.1K2026-11-09
TrinityBridge Ltd
DECREASED62,59062,620-300%$20.5M$20.7K-$20.5M2026-10-30
Griffin Asset Management, Inc.
DECREASED62,46863,452-984-2%$20.8M$20.7M-$103.6K2026-10-22
Burling Wealth Partners, LLC
DECREASED62,40763,141-734-1%$20.7M$20.6M-$21.9K2026-11-09
Joel Isaacson & Co., LLC
INCREASED61,90761,713+194+0%$20.2M$20.5M+$280.3K2026-11-05
Traynor Capital Management, Inc.
INCREASED61,90660,094+1,812+3%$19.7M$20.5M+$809.8K2026-10-29
Fagan Associates, Inc.
INCREASED61,87461,321+553+1%$20.1M$20.5M+$397.5K2026-10-13
Carmel Capital Management L.L.C.
DECREASED61,83762,144-3070%$20.3M$20.5M+$115.9K2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED60,98659,945+1,041+2%$19.6M$20.2M+$554.0K2026-10-23
Means Investment Co., Inc.
DECREASED60,48163,922-3,441-5%$20.9M$20.0M-$914.8K2026-11-03
Belpointe Asset Management LLC
INCREASED60,45047,965+12,485+26%$15.7M$20.0M+$4.3M2026-11-09
Cardinal Point Capital Management ULC
DECREASED60,43960,964-525-1%$20.0M$20.0M+$39.7K2026-10-21
Mitchell Capital Management Co
INCREASED60,14159,730+411+1%$19.6M$19.9M+$345.0K2026-10-29
Strategic Wealth Investment Group, LLC
DECREASED59,99263,927-3,935-6%$20.9M$19.8M-$1.1M2026-10-29
Copeland Capital Management, LLC
DECREASED59,67961,214-1,535-3%$20.0M$19.7M-$293.8K2026-10-13
Signal Advisors Wealth, LLC
INCREASED59,44956,358+3,091+5%$18.4M$19.7M+$1.2M2026-10-13
CenterBook Partners LP
DECREASED59,34168,940-9,599-14%$22.6M$19.6M-$2.9M2026-11-02
Willis Investment Counsel
DECREASED58,99877,798-18,800-24%$25.5M$19.5M-$5.9M2026-10-20
Sara-Bay Financial
DECREASED58,88159,206-325-1%$19.4M$19.5M+$99.6K2026-10-21
Cardinal Capital Management
INCREASED58,85758,423+434+1%$19.1M$19.5M+$348.1K2026-10-21
Harbor Investment Advisory, LLC
INCREASED58,74057,733+1,007+2%$18.9M$19.4M+$535.5K2026-10-13
Iowa State Bank
DECREASED58,59261,472-2,880-5%$20.1M$19.4M-$737.6K2026-10-06
LVM Capital Management LTD
INCREASED58,48257,953+529+1%$19.0K$19.3M+$19.3M2026-10-20
Fulton Breakefield Broenniman LLC
DECREASED58,39059,000-610-1%$19.3M$19.3M+$4.9K2026-11-03
Jcic Asset Management Inc.
DECREASED58,30264,099-5,797-9%$18.9M$19.3M+$432.7K2026-10-30
SFE Investment Counsel
DECREASED58,26759,236-969-2%$19.4M$19.3M-$113.2K2026-10-29
Cornerstone Wealth Group, LLC
INCREASED58,21557,277+938+2%$18.7M$19.3M+$511.0K2026-11-02
River Wealth Advisors LLC
DECREASED58,19569,572-11,377-16%$22.8M$19.3M-$3.5M2026-11-09
Allen Mooney & Barnes Investment Advisors LLC
INCREASED57,95957,680+279+0%$18.9M$19.2M+$294.0K2026-10-08
Next Level Private LLC
DECREASED57,95358,008-550%$19.0M$19.2M+$184.6K2026-10-20
Cypress Asset Management Inc
DECREASED57,91658,703-787-1%$19.2M$19.2M-$54.9K2026-10-09
Segment Wealth Management, LLC
INCREASED57,87357,319+554+1%$18.8M$19.1M+$383.9K2026-10-26
Frank, Rimerman Advisors LLC
INCREASED57,74957,576+173+0%$18.8M$19.1M+$258.8K2026-10-16
Phoenix Financial Ltd.
INCREASED57,67346,994+10,679+23%$15.4M$17.1M+$1.8M2026-11-09
Schnieders Capital Management, Llc.
DECREASED57,64458,746-1,102-2%$19.2M$19.1M-$158.7K2026-11-09
Jamison Private Wealth Management, Inc.
INCREASED57,63057,141+489+1%$18.7M$19.1M+$362.1K2026-10-14
Mirador Capital Partners LP
INCREASED57,22756,740+487+1%$18.6M$18.9M+$359.5K2026-10-09
Equitable Trust Co
INCREASED57,19857,179+19+0%$18.7M$18.9M+$206.4K2026-10-13
SRH Advisors, LLC
UNCHANGED57,15057,15000%$18.7M$18.9M+$200.0K2026-10-22
Buck Wealth Strategies, LLC
DECREASED56,86659,289-2,423-4%$19.4M$18.8M-$594.0K2026-10-28
Camden National Bank
DECREASED56,80757,663-856-1%$18.9M$18.8M-$81.4K2026-11-02
YHB Investment Advisors, Inc.
INCREASED56,74655,809+937+2%$18.3M$18.8M+$505.3K2026-10-08
Nippon Life Global Investors Americas, Inc.
INCREASED56,41040,440+15,970+39%$13.2M$18.7M+$5.4M2026-10-29
Simplicity Wealth,LLC
INCREASED56,33849,181+7,157+15%$16.1M$18.6M+$2.5M2026-10-23
Perryman Financial Advisory Inc
DECREASED56,14756,241-940%$18.4M$18.6M+$165.9K2026-10-16
WealthBridge Investment Counsel Inc.
DECREASED55,80657,728-1,922-3%$18.9K$18.5K-$4342026-10-13
Sava Infond d.o.o.
INCREASED55,47054,790+680+1%$17.9M$18.4M+$416.7K2026-10-28
Radnor Capital Management, LLC
UNCHANGED55,26355,26300%$18.1M$18.3M+$193.4K2026-10-23
Galvin, Gaustad & Stein, LLC
DECREASED55,19957,981-2,782-5%$19.0M$18.3M-$717.4K2026-10-08
Stolper Co
DECREASED55,14455,195-510%$18.1K$18.2K+$1762026-10-13
Harbour Investments, Inc.
DECREASED55,06563,069-8,004-13%$20.6M$18.2M-$2.4M2026-11-09
Mather Group, Llc.
INCREASED55,03439,077+15,957+41%$12.8M$18.2M+$5.4M2026-10-14
Laurel Wealth Advisors LLC
DECREASED54,74455,202-458-1%$18.1M$18.1M+$41.8K2026-10-27
Ldic Inc.
INCREASED54,68751,698+2,989+6%$16.9M$18.1M+$1.2M2026-10-14
Magnus Financial Group LLC
DECREASED54,60054,658-580%$17.9M$18.1M+$171.9K2026-10-21
Procyon Advisors, LLC
DECREASED54,59957,623-3,024-5%$18.9M$18.1M-$798.5K2026-10-21
Baker Ellis Asset Management LLC
DECREASED54,54654,750-2040%$17.9M$18.0M+$123.8K2026-10-14
Intesa Sanpaolo Wealth Management
DECREASED54,53555,719-1,184-2%$18.2M$18.0M-$196.7K2026-10-28
Sigma Planning Corp
DECREASED54,49354,714-2210%$17.9M$18.0M+$108.8K2026-10-23
Confluence Wealth Services, Inc.
DECREASED53,90662,628-8,722-14%$20.5M$17.8M-$2.7M2026-11-05
Independent Investors Inc
DECREASED53,75454,204-450-1%$17.7M$17.8M+$40.8K2026-10-30
Visionary Wealth Advisors
DECREASED53,44653,977-531-1%$17.7M$17.7M+$13.5K2026-11-04
Applied Finance Capital Management, LLC
DECREASED53,39458,030-4,636-8%$19.0M$17.7M-$1.3M2026-11-03
Annex Advisory Services, LLC
INCREASED53,26951,318+1,951+4%$16.8M$17.6M+$824.8K2026-10-16
Larson Financial Group LLC
INCREASED53,15749,685+3,472+7%$16.3M$17.6M+$1.3M2026-11-05
NewSquare Capital LLC
INCREASED53,04251,385+1,657+3%$16.8M$17.5M+$728.0K2026-11-06
Perennial Advisors, LLC
DECREASED52,98054,419-1,439-3%$17.8M$17.5M-$285.5K2026-10-13
Mengis Capital Management, Inc.
DECREASED52,84354,286-1,443-3%$17.8M$17.5M-$287.6K2026-10-13
EagleClaw Capital Managment, LLC
DECREASED52,77552,906-1310%$17.3M$17.5M+$141.8K2026-11-06
Nations Financial Group Inc,
DECREASED52,20254,774-2,572-5%$17.9M$17.3M-$659.2K2026-11-05
Covea Finance
DECREASED52,16563,265-11,100-18%$20.7M$17.3M-$3.5M2026-10-21
Clear Trail Advisors, LLC
DECREASED52,10854,669-2,561-5%$17.9M$17.2M-$656.1K2026-10-20
Embree Financial Group
DECREASED52,09052,467-377-1%$17.2M$17.2M+$59.2K2026-10-22
Valicenti Advisory Services Inc
DECREASED52,05253,539-1,487-3%$17.5K$17.2K-$3052026-10-23
Lynch & Associates
DECREASED52,02852,403-375-1%$17.2M$17.2M+$59.3K2026-10-13
American National Bank & Trust
DECREASED51,82855,279-3,451-6%$18.1M$17.1M-$947.8K2026-10-07
HWG Holdings LP
DECREASED51,82251,917-950%$17.0M$17.1M+$150.3K2026-10-08
Community Bank of Raymore
DECREASED51,77654,276-2,500-5%$17.8M$17.1M-$637.1K2026-10-23
Ascent Wealth Partners, LLC
INCREASED51,72851,576+152+0%$16.9M$17.1M+$230.8K2026-10-23
Woodley Farra Manion Portfolio Management Inc
INCREASED51,30751,187+120+0%$16.8M$17.0M+$218.9K2026-11-05
Royal Fund Management, LLC
DECREASED51,25951,847-588-1%$17.0M$17.0M-$13.0K2026-10-22
Smithbridge Asset Management Inc
INCREASED51,05550,316+739+1%$16.5M$16.9M+$420.6K2026-10-19
Burney Co/
DECREASED50,72652,628-1,902-4%$17.2M$16.8M-$445.2K2026-10-15
Sigma Investment Counselors Inc
INCREASED50,59445,810+4,784+10%$15.0M$16.7M+$1.7M2026-10-27
Fulton Bank, N.A.
INCREASED50,53150,355+176+0%$16.5M$16.7M+$234.5K2026-10-14
RKL Wealth Management LLC
INCREASED50,31449,728+586+1%$16.3M$16.6M+$368.1K2026-10-16
Peterson Wealth Services
INCREASED50,22249,713+509+1%$16.3M$16.6M+$342.3K2026-10-26
Community Bank & Trust, Waco, Texas
INCREASED50,04148,981+1,060+2%$16.0M$16.6K-$16.0M2026-10-19
PDS Planning, Inc
INCREASED49,84349,614+229+0%$16.2M$16.5M+$249.3K2026-11-03
Marietta Wealth Management, LLC
DECREASED49,78951,246-1,457-3%$16.8M$16.7M-$81.4K2026-10-22
West Wealth Group, LLC
INCREASED49,3793,202+46,177+1442%$1.0M$1.6M+$570.6K2026-10-14
Naples Global Advisors, LLC
DECREASED49,18549,193-80%$16.1M$16.3M+$169.4K2026-11-05
Avantax Planning Partners, Inc.
DECREASED49,05250,234-1,182-2%$16.4M$16.2M-$215.5K2026-11-03
Flagship Harbor Advisors, LLC
DECREASED48,98049,641-661-1%$16.2M$16.2M-$44.9K2026-10-26
Globalt Investments LLC / GA
DECREASED48,97450,222-1,248-2%$16.4M$16.2M-$237.0K2026-10-27
Duncker Streett & Co Inc
DECREASED48,97349,116-1430%$16.1M$16.2M+$124.9K2026-10-27
SAX Wealth Advisors, LLC
INCREASED48,90525,214+23,691+94%$7.4M$16.2M+$8.8M2026-10-13
Live Oak Private Wealth LLC
DECREASED48,65649,021-365-1%$16.0M$16.1M+$50.8K2026-11-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
DECREASED48,53549,463-928-2%$16.2M$16.1M-$133.9K2026-10-23
Harrell Investment Partners, LLC
INCREASED48,46648,355+111+0%$15.8M$16.0M+$206.1K2026-10-15
United Asset Strategies, Inc.
INCREASED48,07247,656+416+1%$15.6M$15.9M+$304.5K2026-10-28
Bdf-Gestion
DECREASED47,80853,871-6,063-11%$1.6M$15.8M+$14.2M2026-10-19
VestGen Advisors, LLC
DECREASED46,75049,461-2,711-5%$16.2M$15.5M-$723.8K2026-10-27
Alps Advisors Inc
DECREASED46,41550,366-3,951-8%$16.5M$15.4M-$1.1M2026-11-03
Pioneer Trust Bank N A
DECREASED46,26946,279-100%$15.1M$15.3M+$158.7K2026-11-06
Hennion & Walsh Asset Management, Inc.
DECREASED45,88547,171-1,286-3%$15.4M$15.2M-$260.3K2026-10-13
Kavar Capital Partners Group, LLC
INCREASED45,80144,470+1,331+3%$14.6M$15.2M+$595.8K2026-11-06
Stokes Capital Advisors, LLC
INCREASED45,73845,335+403+1%$14.8M$15.1M+$292.0K2026-10-09
Shepherd Financial Partners LLC
DECREASED45,56946,024-455-1%$15.1M$15.1M+$10.6K2026-11-03
Cutler Investment Counsel LLC
DECREASED45,47945,620-1410%$14.9M$15.0M+$113.0K2026-10-28
Independent Financial Group, LLC
INCREASED45,30143,575+1,726+4%$14.3M$15.0M+$723.8K2026-10-13
Community Financial Services Group, LLC
DECREASED45,27846,029-751-2%$15.4M$15.1M-$291.2K2026-10-15
L. Roy Papp & Associates, LLP
INCREASED45,26140,201+5,060+13%$13.2M$15.0M+$1.8M2026-10-21
Pettee Investors, Inc.
INCREASED45,23145,187+44+0%$14.8M$15.0M+$172.7K2026-11-09
Soltis Investment Advisors LLC
INCREASED45,22436,052+9,172+25%$11.8M$15.0M+$3.2M2026-10-28
Global Wealth Management Investment Advisory, Inc.
INCREASED45,19543,907+1,288+3%$14.4M$15.0M+$579.9K2026-11-04
Csenge Advisory Group
INCREASED45,17944,541+638+1%$14.6M$14.9M+$366.8K2026-11-04
Harbor Capital Advisors, Inc.
INCREASED45,15845,000+158+0%$14.7M$14.9K-$14.7M2026-10-22
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED45,11245,11200%$14.8M$14.8M$02026-10-15
Pinnacle Wealth Management Advisory Group, LLC
INCREASED45,04642,093+2,953+7%$13.8M$14.9M+$1.1M2026-10-23
Apella Capital, LLC
INCREASED44,87537,413+7,462+20%$12.7M$14.8M+$2.1M2026-10-08
Brown Miller Wealth Management, LLC
DECREASED44,87445,560-686-2%$14.9M$14.8M-$67.2K2026-11-02
CX Institutional
INCREASED44,78229,458+15,324+52%$9.6K$14.8K+$5.2K2026-10-02
Walter Public Investments Inc.
DECREASED44,76445,558-794-2%$14.9M$14.8M-$103.2K2026-11-05
Security National Bank
INCREASED44,50143,630+871+2%$14.3M$14.7M+$440.9K2026-10-26
Axxion S.A.
INCREASED44,46944,349+120+0%$14.5M$14.7M+$194.9K2026-10-22
Jacobi Capital Management LLC
INCREASED44,43544,307+128+0%$14.5M$14.7M+$197.5K2026-11-05
Strategic Planning Group, LLC
INCREASED44,41042,895+1,515+4%$14.0M$14.7M+$651.2K2026-10-22
Constitution Capital LLC
INCREASED44,37338,086+6,287+17%$12.5M$14.7M+$2.2M2026-10-23
IFG Advisory, LLC
INCREASED44,21543,108+1,107+3%$14.1M$14.6M+$517.0K2026-11-09
City Holding Co
DECREASED44,12044,128-80%$14.4M$14.6M+$151.8K2026-10-19
Viking Fund Management LLC
UNCHANGED44,00044,00000%$14.4M$14.6M+$154.0K2026-10-14
Private Advisory Group LLC
DECREASED43,89851,177-7,279-14%$16.8M$14.5M-$2.2M2026-11-06
Harbour Capital Advisors, LLC
INCREASED43,77643,632+144+0%$14.7M$14.5M-$198.4K2026-10-13
First National Bank of Mount Dora, Trust Investment Services
INCREASED43,77441,010+2,764+7%$13.4M$14.5M+$1.1M2026-10-21
Thompson Siegel & Walmsley LLC
DECREASED43,38544,337-952-2%$14.5M$14.4M-$160.0K2026-11-05
RMR Wealth Builders
INCREASED43,28442,694+590+1%$14.0M$14.3M+$344.6K2026-10-22
Mystic Asset Management, Inc.
DECREASED43,08343,626-543-1%$14.3M$14.3M-$26.9K2026-10-15
Ipswich Investment Management Co., Inc.
DECREASED43,06743,326-259-1%$14.2M$14.2M+$65.8K2026-10-13
Westover Capital Advisors, LLC
INCREASED42,79640,663+2,133+5%$13.3M$14.2M+$848.0K2026-10-26
Patton Albertson Miller Group, LLC
INCREASED42,76942,407+362+1%$13.9M$14.1M+$268.3K2026-10-26
RFG Advisory, LLC
INCREASED42,76436,121+6,643+18%$11.8M$14.1M+$2.3M2026-11-03
Beverly Hills Private Wealth, LLC
INCREASED42,59541,307+1,288+3%$13.5M$14.1M+$570.7K2026-11-04
Nordwand Advisors, LLC
DECREASED42,54242,752-2100%$14.0M$14.1M+$80.2K2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED42,48441,212+1,272+3%$13.5M$14.1M+$565.1K2026-10-08
Plimoth Trust Co LLC
DECREASED42,47642,859-383-1%$14.0M$14.1M+$23.3K2026-10-26
Laurel OAK Wealth Management, LLC
INCREASED42,23141,003+1,228+3%$13.4M$14.0M+$549.8K2026-10-19
Parcion Private Wealth LLC
DECREASED42,22042,322-1020%$13.9M$14.0M+$114.1K2026-10-28
Accurate Wealth Management, LLC
INCREASED42,20138,726+3,475+9%$13.0M$14.0M+$958.7K2026-10-20
Townsend Asset Management Corp
DECREASED41,97142,014-430%$13.8M$13.9M+$132.7K2026-10-29
Family Capital Trust Co
DECREASED41,92442,002-780%$13.7M$13.9M+$121.2K2026-10-22
Wealth Enhancement Trust Services, Inc.
INCREASED41,59838,645+2,953+8%$12.6M$13.8M+$1.1M2026-10-07
Thompson Investment Management, Inc.
DECREASED41,58642,275-689-2%$13.8M$13.8M-$80.0K2026-10-14
Wespac Advisors SoCal, LLC
DECREASED41,52341,979-456-1%$13.7M$13.7M-$4.2K2026-10-13
Parthenon LLC
DECREASED41,43741,853-416-1%$13.7M$13.7M+$8.9K2026-10-22
Lockheed Martin Investment Management Co
DECREASED41,41094,089-52,679-56%$30.8M$13.7M-$17.1M2026-11-04
Indivisible Partners
INCREASED41,34227,539+13,803+50%$9.0M$13.7M+$4.7M2026-10-26
Banque Pictet & CIE SA
DECREASED41,32343,013-1,690-4%$14.1M$13.7M-$408.6K2026-10-16
Farmers & Merchants Trust Co of Long Beach
DECREASED41,20641,459-253-1%$13.6M$13.6M+$61.4K2026-10-22
Claro Advisors Inc.
INCREASED41,16640,391+775+2%$13.2M$13.6M+$397.5K2026-11-02
Parr Mcknight Wealth Management Group, LLC
DECREASED41,04544,183-3,138-7%$14.5M$13.6M-$883.7K2026-10-30
Nelson Capital Management, LLC
DECREASED41,02641,528-502-1%$13.6M$13.6M-$20.8K2026-11-09
Inspire Trust Co, N.A.
DECREASED41,00041,538-538-1%$13.6M$13.6M-$32.6K2026-11-05
Orange Investment Advisors, Inc.
DECREASED40,89443,067-2,173-5%$14.1M$13.5M-$568.0K2026-10-23
Trueblood Wealth Management, LLC
DECREASED40,82440,888-640%$13.4M$13.5M+$121.8K2026-10-23
XML Financial, LLC
INCREASED40,56439,600+964+2%$13.0M$13.4M+$457.5K2026-10-29
GW Henssler & Associates LTD
DECREASED40,48240,610-1280%$13.3M$13.4M+$99.8K2026-10-26
Chicago Trust Co NA
INCREASED40,05434,261+5,793+17%$11.2M$13.3M+$2.0M2026-10-28
Citizens National Bank Trust Department
DECREASED39,98940,309-320-1%$13.2M$13.2M+$35.2K2026-11-04
Kintegral Advisory, LLC
INCREASED39,96939,744+225+1%$13.0M$13.2M+$213.5K2026-10-16
Nilsine Partners, LLC
INCREASED39,64839,511+137+0%$12.9M$13.1M+$183.8K2026-11-02
Arista Wealth Management, LLC
DECREASED39,59240,475-883-2%$13.2M$13.1M-$150.5K2026-10-29
Chronos Wealth Management, LLC
DECREASED39,57839,794-216-1%$13.0M$13.1M+$67.8K2026-10-20
Parkside Financial Bank & Trust
DECREASED39,56540,137-572-1%$13.1M$13.1M-$48.6K2026-10-27
Wetzel Investment Advisors, Inc.
DECREASED39,29139,301-100%$12.9M$13.0M+$134.3K2026-10-13
StoneX Group Inc.
INCREASED39,24638,617+629+2%$12.6M$13.0M+$355.7K2026-11-03
GC Wealth Management RIA, LLC
DECREASED39,17839,243-650%$12.8M$13.0M+$115.8K2026-11-02
Lorne Steinberg Wealth Management Inc.
DECREASED39,17339,408-235-1%$12.9M$13.0M+$60.2K2026-10-23
First Nebraska Trust Co
DECREASED39,17041,129-1,959-5%$13.5M$13.0M-$504.7K2026-10-30
Stablepoint Partners, LLC
DECREASED38,94339,169-226-1%$12.8M$12.9M+$62.1K2026-11-03
SevenBridge Financial Group, LLC
DECREASED38,88539,916-1,031-3%$14.3M$13.0M-$1.2M2026-10-26
Inlet Private Wealth, LLC
DECREASED38,73038,940-210-1%$12.7M$12.8M+$66.8K2026-10-21
Stonebridge Financial Group, LLC
INCREASED38,71238,079+633+2%$12.5M$12.8M+$342.8K2026-10-01
Howland Capital Management LLC
INCREASED38,70138,632+69+0%$12.6M$12.8M+$157.9K2026-10-22
Fusion Capital, LLC
INCREASED38,54738,487+60+0%$12.6M$12.8M+$154.4K2026-10-28
Fulcrum Capital LLC
INCREASED38,45838,230+228+1%$12.5M$12.7M+$209.2K2026-10-15
Redmond Asset Management, LLC
DECREASED38,27239,877-1,605-4%$13.1M$12.7M-$391.3K2026-10-27
Blue Trust, Inc.
DECREASED38,22440,592-2,368-6%$13.3M$12.6M-$641.5K2026-10-15
Tema Etfs LLC
DECREASED38,14838,205-570%$12.5M$12.6M+$114.9K2026-10-16
Meitav Investment House LTD
DECREASED38,113251,402-213,289-85%$82.3M$12.6M-$69.7M2026-10-28
Asset Planning Services Inc
DECREASED38,04738,172-1250%$12.5M$12.6K-$12.5M2026-10-15
Valmark Advisers, Inc.
INCREASED37,98136,457+1,524+4%$11.9M$12.6M+$631.8K2026-11-06
Beacon Financial Group
DECREASED37,96438,027-630%$12.4M$12.6M+$112.1K2026-10-19
HighPoint Advisor Group LLC
INCREASED37,89237,735+157+0%$12.4M$12.5M+$184.0K2026-11-09
Teamwork Financial Advisors, LLC
DECREASED37,88249,574-11,692-24%$16.2M$12.5M-$3.7M2026-10-19
AlphaStar Capital Management, LLC
DECREASED37,87238,556-684-2%$12.6M$12.5M-$91.2K2026-10-16
Lanark Financial, Inc.
DECREASED37,60439,115-1,511-4%$12.8M$12.4M-$363.2K2026-10-26
Private Trust Co NA
INCREASED37,57336,638+935+3%$12.0M$12.4M+$437.5K2026-10-20
VAN Strum & Towne Inc.
DECREASED37,49338,042-549-1%$12.5M$12.4M-$48.6K2026-11-06
Contravisory Investment Management, Inc.
DECREASED37,26438,707-1,443-4%$12.7M$12.3M-$341.9K2026-10-13
Bangor Savings Bank
DECREASED37,09438,072-978-3%$12.5M$12.3M-$190.3K2026-10-06
Strategic Advisors LLC
DECREASED36,98138,119-1,138-3%$12.5M$12.2M-$243.2K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED36,91335,950+963+3%$11.8M$12.2M+$444.4K2026-11-04
DT Investment Partners, LLC
INCREASED36,87336,349+524+1%$11.9M$12.2M+$300.6K2026-10-27
Angeles Wealth Management, LLC
DECREASED36,83738,089-1,252-3%$12.5M$12.2M-$280.9K2026-10-26
First Business Financial Services, Inc.
INCREASED36,83536,121+714+2%$11.8M$12.2M+$362.6K2026-10-29
Chemistry Wealth Management LLC
DECREASED36,83436,914-800%$12.1M$12.2M+$102.7K2026-10-16
Mechanics Bank Trust Department
DECREASED36,82539,083-2,258-6%$12.8M$12.2M-$610.2K2026-10-13
BigSur Wealth Management LLC
DECREASED36,82337,290-467-1%$12.2M$12.2M-$24.0K2026-10-13
Aaron Wealth Advisors LLC
INCREASED36,82135,779+1,042+3%$11.7M$12.2M+$470.0K2026-10-13
New Hampshire Trust
DECREASED36,77937,604-825-2%$12.3M$12.2M-$141.3K2026-10-20
Resonant Capital Advisors, LLC
INCREASED36,71435,882+832+2%$11.7M$12.1M+$400.8K2026-10-15
Pensioenfonds Rail & OV
NEW36,658—+36,658——$12.1M—2026-11-09
Compass Wealth Management LLC
DECREASED36,52837,070-542-1%$12.1M$12.1M-$49.6K2026-10-22
Occidental Asset Management, LLC
INCREASED36,24234,483+1,759+5%$11.3M$12.0M+$702.5K2026-11-05
Xcel Wealth Management, LLC
DECREASED36,06137,089-1,028-3%$12.1M$11.9M-$210.3K2026-10-26
Boyd Watterson Asset Management LLC
DECREASED35,99836,309-311-1%$11.9M$11.9M+$24.2K2026-11-06
Northside Capital Management, LLC
DECREASED35,95836,212-254-1%$11.9M$11.9M+$42.7K2026-10-13
Blue Fin Capital, Inc.
INCREASED35,79735,577+220+1%$11.6M$11.8M+$197.4K2026-10-28
Cordatus Wealth Management LLC
DECREASED35,58536,163-578-2%$11.8M$11.8M-$64.6K2026-10-19
Coerente Capital Management
DECREASED35,53341,273-5,740-14%$13.5M$11.8M-$1.8M2026-10-29
Gryphon Financial Partners LLC
INCREASED35,40935,296+113+0%$11.6M$11.7M+$160.7K2026-11-04
Clearstead Trust, LLC
INCREASED35,26034,624+636+2%$11.3M$11.7M+$331.6K2026-11-06
Werlinich Asset Management, LLC
UNCHANGED35,26035,26000%$11.5M$11.7M+$123.4K2026-10-09
TritonPoint Partners, LLC
DECREASED35,25087,436-52,186-60%$28.6M$11.7M-$17.0M2026-11-05
Access Investment Management LLC
UNCHANGED35,25035,25000%$11.5M$11.7M+$123.4K2026-10-23
Legacy Financial Advisors, Inc.
INCREASED35,19534,993+202+1%$11.5M$11.6M+$189.6K2026-11-09
Ascentis Independent Advisors
INCREASED35,170727+34,443+4738%$238.0K$11.6M+$11.4M2026-11-03
SeaBridge Investment Advisors LLC
INCREASED35,15132,167+2,984+9%$10.5M$11.6M+$1.1M2026-11-02
Stackstone Wealth, LLC
NEW35,044—+35,044——$11.6M—2026-10-19
AlTi Global, Inc.
DECREASED35,03744,853-9,816-22%$14.7M$11.6M-$3.1M2026-11-09
CFM Wealth Partners LLC
DECREASED34,97435,410-436-1%$11.6M$11.6M-$20.3K2026-11-05
Integrity Alliance, Llc.
INCREASED34,82234,253+569+2%$11.2M$11.5M+$307.8K2026-10-29
Augustine Asset Management Inc
INCREASED34,79034,648+142+0%$11.3M$11.5M+$168.2K2026-10-13
Focus Financial Network, Inc.
INCREASED34,65833,578+1,080+3%$11.0M$11.5M+$474.8K2026-10-14
Synergy Asset Management, LLC
INCREASED34,55820,798+13,760+66%$6.8M$11.4M+$4.6M2026-11-05
Pegasus Asset Management, Inc.
INCREASED34,55134,142+409+1%$11.2M$11.4M+$254.8K2026-11-03
Univest Financial Corp
INCREASED34,43334,423+10+0%$11.3M$11.4M+$123.7K2026-11-05
Arete Wealth Advisors, LLC
INCREASED34,36934,011+358+1%$11.1M$11.4M+$249.6K2026-11-09
Violich Capital Management, Inc.
INCREASED34,33733,302+1,035+3%$10.9M$11.4M+$459.0K2026-10-05
Forum Financial Management, LP
DECREASED34,33435,013-679-2%$11.5M$11.4M-$102.0K2026-10-16
Obermeyer Wealth Partners
INCREASED34,27533,759+516+2%$11.1M$11.3M+$288.9K2026-10-21
Capital Investment Counsel, LLC
DECREASED34,10734,260-1530%$11.2M$11.3M+$69.3K2026-10-14
West Branch Capital LLC
INCREASED34,09533,949+146+0%$11.1M$11.3M+$167.3K2026-10-20
Y-Intercept (Hong Kong) Ltd
DECREASED34,07371,175-37,102-52%$23.3M$11.3M-$12.0M2026-10-16
Leuthold Group, LLC
INCREASED34,04531,099+2,946+9%$10.2M$11.3M+$1.1M2026-11-04
MSH Capital Advisors LLC
INCREASED34,04133,369+672+2%$10.9M$11.3M+$339.1K2026-11-03
Koshinski Asset Management, Inc.
DECREASED34,01734,321-304-1%$11.2M$11.3M+$19.5K2026-10-29
CoreCap Advisors, LLC
INCREASED34,01632,313+1,703+5%$10.6M$11.3M+$676.4K2026-10-08
Charles Schwab Trust Co
INCREASED33,94332,921+1,022+3%$10.8M$11.2M+$453.3K2026-10-15
Bradley & Co. Private Wealth Management, LLC
DECREASED33,86439,329-5,465-14%$12.9M$11.2M-$1.7M2026-10-23
Wealth Advisory Solutions, LLC
DECREASED33,82734,035-208-1%$11.1M$11.2M+$50.3K2026-10-20
Indiana Trust & Investment Management Co
INCREASED33,77833,768+10+0%$11.1M$11.2M+$121.5K2026-10-22
McGinn Penninger Investment Management, Inc.
DECREASED33,68334,708-1,025-3%$11.4M$11.1M-$218.0K2026-11-09
Cove Private Wealth, LLC
INCREASED33,67032,121+1,549+5%$10.5M$11.1M+$624.9K2026-10-28
Prevail Innovative Wealth Advisors, LLC
INCREASED33,61633,415+201+1%$10.9M$11.1M+$141.4K2026-10-20
Clarity Wealth Advisors, LLC
INCREASED33,52233,494+28+0%$11.0M$11.1M+$126.3K2026-10-21
Allen Capital Group, LLC
DECREASED33,44133,826-385-1%$11.1M$11.1M-$8.9K2026-10-27
Udine Wealth Management, Inc.
INCREASED33,40533,307+98+0%$10.9M$11.1M+$149.0K2026-10-23
Bill Few Associates, Inc.
DECREASED33,12433,603-479-1%$11.0M$11.0M-$41.1K2026-10-09
GAM Holding AG
DECREASED33,08938,045-4,956-13%$12.5M$10.9M-$1.5M2026-11-03
Cooper Capital Advisors LLC
INCREASED33,01632,690+326+1%$10.7M$10.9M+$222.3K2026-10-29
Excalibur Management Corp
DECREASED33,00233,718-716-2%$11.0M$10.9M-$119.2K2026-11-02
Kentucky Farm Bureau Mutual Insurance Co
UNCHANGED33,00033,00000%$10.8M$10.9M+$115.5K2026-11-06
Great Lakes Retirement, Inc.
INCREASED32,91532,198+717+2%$10.5M$10.9M+$349.8K2026-10-26
Nikulski Financial, Inc.
DECREASED32,88633,597-711-2%$11.0M$10.9M-$117.6K2026-11-06
Founders Capital Management
DECREASED32,88632,950-640%$10.8M$10.9M+$94.2K2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED32,80631,761+1,045+3%$10.4M$10.9M+$459.0K2026-10-14
International Assets Investment Management, LLC
DECREASED32,7831,667,427-1,634,644-98%$12.7M$10.9M-$1.8M2026-11-02
Little House Capital LLC
INCREASED32,64731,858+789+2%$10.4M$10.8M+$372.5K2026-11-06
Rockline Wealth Management, LLC
DECREASED32,51233,212-700-2%$10.9M$10.8M-$115.6K2026-10-26
Somerset Trust Co
DECREASED32,44932,949-500-2%$10.8M$10.7M-$50.1K2026-10-13
Brown Shipley& Co Ltd
INCREASED32,22631,601+625+2%$10.3M$10.7M+$317.4K2026-10-09
Simon Quick Advisors, LLC
INCREASED31,99527,175+4,820+18%$8.9M$10.6M+$1.7M2026-10-26
Avior Wealth Management, LLC
DECREASED31,95734,247-2,290-7%$11.2M$10.6M-$637.9K2026-10-13
Chapin Davis, Inc.
DECREASED31,87231,933-610%$10.5M$10.5M+$91.3K2026-10-09
Fire Capital Management LLC
INCREASED31,82418,832+12,992+69%$6.2M$10.5M+$4.4M2026-10-27
HCR Wealth Advisors
INCREASED31,68231,113+569+2%$10.2M$10.5M+$297.2K2026-10-15
Bedel Financial Consulting, Inc.
DECREASED31,60331,680-770%$10.4M$10.5M+$85.5K2026-11-06
Summit Global Investments
INCREASED31,44816,542+14,906+90%$5.4M$10.4K-$5.4M2026-10-28
Manitou Investment Management Ltd.
DECREASED31,38841,996-10,608-25%$13.7M$10.4M-$3.4M2026-10-15
Guyasuta Investment Advisors Inc
DECREASED31,16532,545-1,380-4%$10.7M$10.3M-$342.9K2026-10-15
NTV Asset Management LLC
INCREASED31,03130,902+129+0%$10.1M$10.3M+$151.2K2026-10-23
Ninety One North America, Inc.
UNCHANGED31,01131,01100%$10.2M$10.3M+$108.5K2026-10-15
Summerhill Capital Management lnc.
DECREASED30,90831,239-331-1%$10.2M$10.2M-$1682026-11-02
Everett Harris & Co
INCREASED30,88130,793+88+0%$10.1M$10.2M+$136.9K2026-10-28
LVW Advisors, LLC
DECREASED30,87731,362-485-2%$10.3M$10.2M-$50.5K2026-10-19
Investment Partners, Ltd.
INCREASED30,86417,484+13,380+77%$5.7M$10.2M+$4.5M2026-10-29
Concord Wealth Partners
DECREASED30,86030,997-1370%$10.1M$10.2M+$63.4K2026-11-02
Argentarii, LLC
INCREASED30,77630,768+8+0%$11.1M$10.2M-$957.6K2026-10-28
Advanced Asset Management Advisors Inc
DECREASED30,76330,913-1500%$10.1M$10.2M+$58.7K2026-10-20
Alpha Omega Wealth Management LLC
INCREASED30,75830,491+267+1%$10.0M$10.2M+$195.2K2026-10-23
Grove Bank & Trust
DECREASED30,73530,891-156-1%$10.1M$10.2M+$56.5K2026-10-08
Sage Mountain Advisors LLC
INCREASED30,72230,247+475+2%$9.9M$10.2M+$263.0K2026-11-02
Columbia Asset Management
DECREASED30,68531,797-1,112-3%$10.4M$10.2M-$256.5K2026-10-19
Greenwood Capital Associates LLC
DECREASED30,67331,815-1,142-4%$10.4M$10.1M-$266.5K2026-10-27
Formidable Asset Management, LLC
INCREASED30,56527,555+3,010+11%$8.1M$10.0M+$1.9M2026-11-03
Mattern Capital Management, LLC
DECREASED30,56331,711-1,148-4%$10.4M$10.1M-$268.8K2026-11-02
Platform Technology Partners
INCREASED30,54330,506+37+0%$10.0M$10.1M+$118.8K2026-11-02
William B. Walkup & Associates, Inc.
INCREASED30,54230,237+305+1%$9.9M$10.1M+$206.7K2026-11-05
Baugh & Associates, LLC
INCREASED30,51129,322+1,189+4%$9.6M$9.4M-$191.8K2026-10-16
Mandatum Life Insurance Co Ltd
UNCHANGED30,50230,50200%$10.0M$10.1M+$106.8K2026-11-06
Chemung Canal Trust Co
DECREASED30,44230,577-1350%$10.0M$10.1M+$62.4K2026-11-04
KTF Investments, LLC
INCREASED30,35529,053+1,302+4%$9.5M$10.0M+$532.4K2026-10-23
Lineweaver Wealth Advisors, LLC
INCREASED30,34629,625+721+2%$9.7M$10.0M+$342.3K2026-10-13
Profund Advisors LLC
INCREASED30,34027,853+2,487+9%$9.1M$10.0M+$920.3K2026-10-29
Intact Investment Management Inc.
DECREASED30,30033,700-3,400-10%$11.0M$10.0M-$1.0M2026-11-03
Bell & Brown Wealth Advisors, LLC
DECREASED30,25832,120-1,862-6%$10.5M$10.0M-$503.5K2026-10-16
Premier Path Wealth Partners, LLC
INCREASED30,23629,243+993+3%$9.6M$10.0M+$431.1K2026-10-16
Harel Insurance Investments & Financial Services Ltd.
INCREASED30,12826,975+3,153+12%$8.8M$10.0K-$8.8M2026-11-02
Patten Group, Inc.
DECREASED30,11830,366-248-1%$9.9M$10.0M+$24.1K2026-10-26
Beacon Bank & Trust
DECREASED30,10831,087-979-3%$10.2M$10.0M-$215.1K2026-10-27
Essex LLC
DECREASED30,10830,678-570-2%$10.0M$10.0M-$81.1K2026-10-14
Allen Holding Inc
UNCHANGED30,00030,00000%$9.8M$9.9M+$105.0K2026-11-03
Wealth Effects LLC
DECREASED29,90130,178-277-1%$9.9M$9.9M+$14.2K2026-10-23
Trust Asset Management LLC
UNCHANGED29,85429,85400%$9.8M$9.9M+$104.5K2026-11-03
Avestar Capital, LLC
DECREASED29,81933,125-3,306-10%$10.8M$9.9M-$978.0K2026-10-28
Capital Investment Advisory Services, LLC
INCREASED29,74929,679+70+0%$9.7M$9.9M+$139.3K2026-10-30
AdvisorNet Financial, Inc
INCREASED29,74029,260+480+2%$9.6M$10.0M+$393.5K2026-10-15
Phillips Financial Management, LLC
DECREASED29,72030,532-812-3%$10.0M$9.8M-$161.8K2026-10-19
RDA Financial Network
DECREASED29,61429,995-381-1%$9.8M$9.8M-$20.9K2026-10-15
Hoey Investments, Inc
INCREASED29,58929,421+168+1%$9.6M$9.8M+$158.6K2026-10-29
Advisortrust Partners, LLC
INCREASED29,57629,465+111+0%$9.6M$9.8M+$139.8K2026-11-02
DLK Investment Management, LLC
DECREASED29,55137,931-8,380-22%$7.7M$9.8M+$2.1M2026-10-09
Amarillo National Bank
DECREASED29,54629,568-220%$9.7M$9.8M+$96.2K2026-10-23
Hixon Zuercher, LLC
DECREASED29,48829,750-262-1%$9.7M$9.8M+$17.3K2026-10-13
Hamilton Point Investment Advisors, LLC
INCREASED29,46729,054+413+1%$9.5M$9.7M+$238.3K2026-11-03
Jericho Financial, LLP
DECREASED29,45829,658-200-1%$9.7M$9.7M+$37.5K2026-10-13
Brick & Kyle, Associates
DECREASED29,42929,578-1490%$8.7M$9.7M+$1.0M2026-11-05
Advocate Group LLC
DECREASED29,38131,195-1,814-6%$10.2M$9.7M-$490.9K2026-10-19
Krilogy Financial LLC
INCREASED29,37425,202+4,172+17%$8.2M$9.8M+$1.6M2026-10-13
Greystone Financial Group, LLC
DECREASED29,37229,508-1360%$9.7M$9.7M+$58.3K2026-10-26
Zevenbergen Capital Investments LLC
INCREASED29,26328,623+640+2%$9.4M$9.7M+$311.9K2026-10-08
Heritage Wealth Management, Inc.
DECREASED29,25629,383-1270%$9.6M$9.7M+$60.9K2026-10-28
Lake Street Private Wealth, LLC
DECREASED29,22429,272-480%$9.6M$9.7M+$86.7K2026-10-22
Schmidt P J Investment Management Inc
INCREASED29,18728,976+211+1%$9.5M$9.7M+$171.2K2026-11-02
Sycomore Asset Management
UNCHANGED29,16429,16400%$8.9K$8.9K$02026-10-26
Westco Advisory Services Inc
DECREASED29,08829,166-780%$9.5M$9.6M+$76.3K2026-10-14
High Note Wealth, LLC
DECREASED29,08529,150-650%$9.5M$9.6M+$80.7K2026-10-27
Marino, Stram & Associates LLC
INCREASED29,06228,402+660+2%$9.3M$9.6M+$317.7K2026-10-22
Diversified Enterprises, LLC
INCREASED29,02726,872+2,155+8%$8.8M$9.6M+$806.9K2026-10-19
Trifecta Capital Advisors, LLC
INCREASED29,02128,433+588+2%$9.3M$9.6M+$293.8K2026-10-21
Beutel, Goodman & Co Ltd.
DECREASED29,01829,568-550-2%$9.7M$9.6M-$78.0K2026-11-04
E&G Advisors, LLC
DECREASED29,01629,344-328-1%$9.6M$9.6M-$6.2K2026-10-13
First Interstate Bank
DECREASED28,92329,970-1,047-3%$9.8M$9.6M-$241.5K2026-10-23
Old Second National Bank of Aurora
DECREASED28,86235,429-6,567-19%$11.6M$9.5M-$2.0M2026-10-22
Argyle Capital Management, LLC
DECREASED28,85229,477-625-2%$9.6M$9.5M-$103.6K2026-10-28
Parisi Gray Wealth Management
INCREASED28,78428,459+325+1%$9.3M$9.5M+$207.3K2026-10-16
Herold Advisors, Inc.
DECREASED28,76629,211-445-2%$9.6M$9.5M-$42.7K2026-10-19
N.E.W. Advisory Services LLC
INCREASED28,7439,356+19,387+207%$3.1M$9.5M+$6.4M2026-11-09
Washington Trust Advisors, Inc.
DECREASED28,69529,204-509-2%$9.6M$9.5M-$66.2K2026-10-22
MTM Investment Management, LLC
DECREASED28,66528,774-1090%$9.4M$9.5M+$64.9K2026-10-30
Everhart Financial Group, Inc.
INCREASED28,54427,883+661+2%$9.1M$9.4M+$316.3K2026-10-08
Hartford Financial Management Inc.
DECREASED28,42128,642-221-1%$9.4M$9.4M+$26.8K2026-10-21
LEE Danner & Bass Inc
INCREASED28,40128,116+285+1%$9.2M$9.4M+$192.7K2026-10-27
Norden Group LLC
INCREASED28,39828,371+27+0%$9.3M$9.4M+$108.7K2026-10-20
KG Capital Management
DECREASED28,37528,885-510-2%$9.5M$9.4M-$67.6K2026-10-15
Mcdonald Partners LLC
DECREASED28,34328,608-265-1%$9.4M$9.4M+$12.4K2026-11-03
McBroom & Associates, LLC
DECREASED28,33931,851-3,512-11%$10.4M$9.4M-$1.1M2026-10-29
Nwam LLC
INCREASED28,32427,880+444+2%$9.1M$9.4M+$244.2K2026-11-09
Cottage Street Advisors LLC
DECREASED28,26328,709-446-2%$9.4M$9.4M-$78.5K2026-10-19
White Pine Investment Co
DECREASED28,25428,657-403-1%$9.4M$9.3K-$9.4M2026-10-15
Beau Ventures, LLc
UNCHANGED28,23128,23100%$9.2M$9.3M+$98.8K2026-10-14
Hoertkorn Richard Charles
DECREASED28,20628,721-515-2%$9.4M$9.3M-$69.9K2026-11-04
Lauterbach Financial Advisors, LLC
INCREASED28,15928,147+12+0%$9.2M$9.3M+$102.4K2026-10-21
Addison Capital Co
DECREASED28,09031,707-3,617-11%$10.4M$9.3M-$1.1M2026-11-09
United Bank
DECREASED28,05128,348-297-1%$9.3M$9.3M+$9612026-11-06
Codex Capital Asset Management L.L.C.
UNCHANGED28,05028,05000%$9.1M$9.2M+$93.4K2026-10-30
MCF Advisors LLC
DECREASED27,97828,017-390%$9.2M$9.3M+$85.4K2026-10-28
Essex Bank
INCREASED27,92527,346+579+2%$9.0M$9.2M+$287.3K2026-10-16
Pathway Financial Advisers, LLC
DECREASED27,86327,930-670%$9.1M$9.2M+$75.4K2026-10-27
RED Cedar Investment Management, LLC
UNCHANGED27,71127,71100%$9.1M$9.2M+$97.0K2026-11-04
S-Bank Fund Management Ltd
INCREASED27,58926,833+756+3%$8.8M$9.1M+$344.0K2026-11-06
Concord Asset Management, LLC
INCREASED27,54727,164+383+1%$8.9M$9.1M+$221.6K2026-11-02
Texas Bank & Trust Co
DECREASED27,51728,131-614-2%$9.2M$9.1M-$104.7K2026-11-04
Act Two Investors LLC
UNCHANGED27,49127,49100%$9.0M$9.1M+$96.2K2026-11-09
Consolidated Investment Group LLC
UNCHANGED27,45727,45700%$9.0M$9.1M+$96.1K2026-11-04
Capital Asset Advisory Services LLC
DECREASED27,45131,760-4,309-14%$10.4M$9.2M-$1.2M2026-10-30
AMI Investment Management Inc
DECREASED27,42728,379-952-3%$9.3M$9.1M-$215.7K2026-10-27
Evexia Wealth LLC
DECREASED27,38428,967-1,583-5%$10.2M$9.1M-$1.1M2026-11-05
Provenance Wealth Advisors, LLC
INCREASED27,3701,459+25,911+1776%$477.6K$9.1M+$8.6M2026-10-30
Lincoln Capital LLC
DECREASED27,32427,365-410%$9.0M$9.1M+$110.1K2026-10-09
Connecticut Wealth Management, LLC
DECREASED27,24227,246-40%$8.9M$9.0M+$94.2K2026-10-13
Myriad Asset Management Advisors LLC
UNCHANGED27,21227,21200%$8.9M$9.0M+$96.0K2026-11-03
MV Capital Management, Inc.
DECREASED27,17129,272-2,101-7%$9.6M$9.0M-$592.6K2026-10-29
Compton Wealth Advisory Group, LLC
DECREASED27,10627,851-745-3%$9.3M$9.0M-$273.1K2026-10-13
Romano Brothers and Company
DECREASED27,08427,161-770%$8.9M$9.0M+$69.3K2026-10-22
Investors Asset Management of Georgia Inc
UNCHANGED26,96426,96400%$8.8M$8.9M+$94.4K2026-10-20
WealthPlan Investment Management, LLC
DECREASED26,92929,282-2,353-8%$9.6M$8.9M-$676.1K2026-10-15
Brandywine OAK Private Wealth LLC
DECREASED26,85927,611-752-3%$9.0M$8.9M-$152.1K2026-10-23
Arjuna Capital
DECREASED26,61127,037-426-2%$8.9M$8.8M-$46.3K2026-11-03
SkyOak Wealth, LLC
DECREASED26,51026,977-467-2%$8.8M$8.8M-$60.2K2026-10-28
Mine & Arao Wealth Creation & Management, Llc.
INCREASED26,50325,931+572+2%$8.5M$8.8M+$280.3K2026-10-29
Cantor Fitzgerald Investment Advisors L.P.
DECREASED26,46526,692-227-1%$8.7M$8.8M+$18.3K2026-10-21
Mattern Wealth Management LLC
DECREASED26,43726,466-290%$8.7M$8.7M+$83.3K2026-11-04
Hengehold Capital Management LLC
DECREASED26,39726,844-447-2%$8.8M$8.7M-$53.9K2026-10-16
Coastline Trust Co
DECREASED26,35928,950-2,591-9%$9.5M$8.7M-$755.9K2026-10-01
Cornerstone Wealth Management, LLC
DECREASED26,34326,626-283-1%$8.7M$8.7M-$5372026-11-04
BNC Wealth Management, LLC
INCREASED26,24726,141+106+0%$8.6M$8.7M+$126.5K2026-10-19
First Premier Bank
DECREASED26,16826,358-190-1%$8.6K$8.7K+$302026-10-13
Peddock Capital Advisors, LLC
DECREASED26,13226,404-272-1%$8.6M$8.6M+$2.5K2026-10-16
Leelyn Smith, LLC
INCREASED26,12022,894+3,226+14%$7.5M$8.6M+$1.1M2026-11-03
CMH Wealth Management LLC
DECREASED26,11627,516-1,400-5%$9.0M$8.6M-$366.9K2026-10-22
Consolidated Capital Management, LLC
DECREASED26,07126,183-1120%$8.6M$8.6M+$54.6K2026-10-13
Sitrin Capital Management LLC
DECREASED26,05326,388-335-1%$8.6M$8.6M-$18.5K2026-10-19
Asset Dedication, LLC
DECREASED26,05226,184-1320%$8.6M$8.6M+$47.9K2026-11-03
Aprio Wealth Management, LLC
INCREASED26,02825,329+699+3%$8.3M$8.6M+$319.9K2026-10-28
RPG Investment Advisory, LLC
DECREASED25,95646,404-20,448-44%$15.2M$8.6M-$6.6M2026-10-21
Liberty Capital Management, Inc.
DECREASED25,94227,048-1,106-4%$8.9M$8.6M-$271.2K2026-11-02
PFG Advisors
DECREASED25,91931,203-5,284-17%$10.2M$8.6M-$1.6M2026-10-16
Delta Capital Management LLC
INCREASED25,88525,455+430+2%$8.3K$8.6K+$2322026-10-16
Hohimer Wealth Management, LLC
DECREASED25,83025,882-520%$8.5M$8.5M+$73.4K2026-11-04
Aspiriant, LLC
DECREASED25,80427,003-1,199-4%$8.8M$8.5M-$302.4K2026-10-16
Montecito Bank & Trust
DECREASED25,79625,861-650%$8.5M$8.5M+$69.0K2026-10-01
LJI Wealth Management, LLC
INCREASED25,76125,675+86+0%$8.4M$8.5M+$118.4K2026-10-28
StrongBox Wealth, LLC
DECREASED25,70226,280-578-2%$8.6M$8.5M-$99.2K2026-11-02
Courant Investment Management LLC
DECREASED25,69770,697-45,000-64%$23.1M$8.5M-$14.6M2026-10-15
Pinnacle Wealth Planning Services, Inc.
DECREASED25,60525,898-293-1%$8.5M$8.5M-$6.5K2026-10-27
First Pacific Financial
DECREASED25,59126,016-425-2%$8.5M$8.5M-$49.6K2026-10-14
Uncommon Cents Investing Inc
DECREASED25,54025,630-900%$8.4M$8.4M+$59.9K2026-10-20
Strategic Blueprint, LLC
INCREASED25,52325,519+4+0%$8.4M$8.4M+$90.7K2026-10-22
Benin Management Corp
INCREASED25,43124,531+900+4%$8.0M$8.4M+$383.6K2026-10-22
Bfsg, LLC
DECREASED25,38826,235-847-3%$8.6M$8.4M-$188.3K2026-10-30
AM Investment Strategies LLC
INCREASED25,32825,257+71+0%$8.3K$8.4M+$8.4M2026-11-05
Comprehensive Financial Consultants Institutional, Inc.
DECREASED25,29925,922-623-2%$8.5M$8.4M-$115.4K2026-10-15
Joseph Group Capital Management
INCREASED25,28324,543+740+3%$8.0M$8.4M+$330.5K2026-11-04
Investment Research & Advisory Group, Inc.
DECREASED25,22125,929-708-3%$8.5M$8.4M-$124.0K2026-10-19
Old Port Advisors
DECREASED25,19925,672-473-2%$8.4M$8.3M-$66.6K2026-10-23
United Advisor Group, LLC
INCREASED25,14723,759+1,388+6%$7.8M$8.3M+$542.4K2026-11-03
Brown, Lisle Ings, Inc.
INCREASED25,05124,747+304+1%$8.1M$8.3M+$187.2K2026-10-16
Bank of New Hampshire
DECREASED25,04225,431-389-2%$8.3M$8.3M-$39.7K2026-10-06
Eos Management, L.P.
UNCHANGED25,00025,00000%$8.2M$8.3M+$87.5K2026-10-27
Cigna Investments Inc
DECREASED24,98225,303-321-1%$8.3M$8.3K-$8.3M2026-10-19
Moneco Advisors, LLC
INCREASED24,96024,394+566+2%$8.0M$8.3M+$272.6K2026-11-05
Graves Light Lenhart Wealth, Inc.
DECREASED24,87125,815-944-4%$8.4M$8.2M-$221.7K2026-10-09
Symphony Financial, Ltd. Co.
INCREASED24,80624,316+490+2%$8.0M$8.3M+$298.2K2026-10-22
Covenant Asset Management, LLC
DECREASED24,75025,140-390-2%$8.2M$8.2M-$41.4K2026-10-14
Family Legacy, Inc.
INCREASED24,67924,668+11+0%$8.1M$8.2M+$90.0K2026-10-13
Scott & Selber, Inc.
DECREASED24,66024,698-380%$8.1M$8.2M+$73.7K2026-10-21
Relyea Zuckerberg Hanson LLC
DECREASED24,62426,260-1,636-6%$8.6M$8.1M-$449.5K2026-10-20
Dudley Capital Management, LLC
UNCHANGED24,57324,57300%$8.0M$8.1M+$86.3K2026-10-23
Pacifica Partners Inc.
DECREASED24,52924,766-237-1%$8.3M$8.2M-$105.7K2026-10-09
Agate Pass Investment Management, LLC
INCREASED24,52223,958+564+2%$7.8M$8.1M+$270.4K2026-10-20
Catalyst Financial Partners LLC
INCREASED24,43423,719+715+3%$7.8M$8.1M+$319.6K2026-11-06
Philadelphia Trust Co
DECREASED24,41732,064-7,647-24%$10.5M$8.1M-$2.4M2026-11-05
Nichols & Pratt Advisers LLP
INCREASED24,35722,707+1,650+7%$7.4M$8.1M+$682.6K2026-10-13
AGP Franklin, LLC
DECREASED24,32024,405-850%$8.0M$8.0M+$57.3K2026-11-04
Hennessy Advisors Inc
DECREASED24,30024,900-600-2%$8.2M$8.0M-$111.3K2026-10-28
Wright Investors Service Inc
DECREASED24,23924,858-619-2%$8.1M$8.0M-$117.8K2026-11-02
Roberts Wealth Advisors, LLC
DECREASED24,13224,239-1070%$7.9M$8.0M+$49.4K2026-10-14
Arlington Financial Advisors, LLC
DECREASED24,01925,081-1,062-4%$8.2M$7.9M-$263.6K2026-10-19
Cherokee Insurance Co
UNCHANGED24,01024,01000%$7.9M$7.9M+$84.0K2026-11-05
Bretton Capital Management, LLC
UNCHANGED24,00024,00000%$7.9M$7.9M+$84.0K2026-10-22
Stone Summit Wealth LLC
DECREASED23,91527,174-3,259-12%$8.9M$7.9M-$983.1K2026-10-14
Kestra Investment Management, LLC
DECREASED23,89231,368-7,476-24%$10.3M$7.9M-$2.4M2026-11-04
Earned Wealth Advisors, LLC
INCREASED23,87823,519+359+2%$7.7M$7.9M+$201.1K2026-11-06
Atlas Brown,Inc.
DECREASED23,86223,967-1050%$7.8M$7.9M+$49.3K2026-10-09
Mechanics Financial Corp
DECREASED23,84024,120-280-1%$7.9M$7.9M-$8.2K2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED23,83722,544+1,293+6%$7.4M$7.9M+$506.8K2026-10-29
Bison Wealth, LLC
INCREASED23,83023,533+297+1%$7.9M$8.0M+$18.8K2026-10-13
Ables, Iannone, Moore & Associates, Inc.
DECREASED23,82124,495-674-3%$8.0M$7.9M-$137.2K2026-10-06
Y.D. More Investments Ltd
INCREASED23,75418,561+5,193+28%$6.1M$7.9M+$1.8M2026-11-02
Sentinel Trust Co LBA
INCREASED23,65923,166+493+2%$7.6K$7.8M+$7.8M2026-11-03
Skylands Capital, LLC
DECREASED23,64523,785-140-1%$7.8M$7.8M+$36.9K2026-10-21
Archford Capital Strategies, LLC
INCREASED23,57122,153+1,418+6%$7.3M$7.8M+$546.8K2026-10-19
Advisor OS, LLC
INCREASED23,54523,396+149+1%$7.7M$7.8M+$131.1K2026-11-03
McKinley Carter Wealth Services, Inc.
INCREASED23,50223,301+201+1%$7.6M$7.8M+$148.1K2026-10-16
Midwest Professional Planners, Ltd.
DECREASED23,48624,533-1,047-4%$8.0M$7.8M-$260.5K2026-10-29
Evergreen Private Wealth LLC
INCREASED23,47623,343+133+1%$7.6M$7.8M+$125.7K2026-10-30
Caliber Wealth Management, LLC / KS
DECREASED23,44823,778-330-1%$7.8M$7.8M-$26.2K2026-11-04
Rockport Wealth LLC
UNCHANGED23,44323,44300%$7.7M$7.8M+$82.1K2026-11-03
TigerOak Management, L.L.C.
INCREASED23,43722,761+676+3%$7.5M$7.8M+$303.3K2026-10-23
Greenfield Savings Bank
DECREASED23,30523,408-1030%$7.7M$7.7M+$47.9K2026-10-07
Trinity Financial Advisors LLC
INCREASED23,19220,050+3,142+16%$6.6M$7.7M+$1.1M2026-10-09
Spirit of America Management Corp
INCREASED23,19223,092+100+0%$7.6M$7.7M+$113.9K2026-10-14
Martin Capital Partners, LLC
DECREASED23,17523,678-503-2%$7.8M$7.7M-$83.6K2026-10-07
Commonwealth Retirement Investments LLC
DECREASED23,15623,201-450%$7.6M$7.7M+$66.4K2026-10-26
Third View Private Wealth, LLC
DECREASED23,13524,775-1,640-7%$8.1M$7.7M-$455.9K2026-10-30
EPG Wealth Management LLC
INCREASED23,11823,059+59+0%$7.5M$7.6M+$100.4K2026-11-03
Dupree Financial Group, LLC
INCREASED23,0342,472+20,562+832%$809.2K$7.6M+$6.8M2026-10-09
Winch Advisory Services, LLC
DECREASED23,01823,603-585-2%$7.7M$7.6M-$110.9K2026-11-06
Enhancing Capital LLC
INCREASED23,01623,000+16+0%$7.5M$7.6M+$85.8K2026-10-26
Virginia Wealth Management Group, Inc.
INCREASED22,99622,945+51+0%$7.5M$7.6M+$97.2K2026-10-14
Arrow Financial Corp
DECREASED22,95723,826-869-4%$7.8M$7.6M-$204.1K2026-10-26
Gilliland Jeter Wealth Management LLC
DECREASED22,91323,018-1050%$7.5M$7.6M+$45.8K2026-10-28
Shoker Investment Counsel, Inc.
DECREASED22,89123,011-120-1%$7.5M$7.6M+$40.9K2026-11-04
Generali Investments, Management Co LLC
INCREASED22,85422,788+66+0%$7.5M$7.6M+$101.6K2026-10-19
Malaga Cove Capital, LLC
INCREASED22,83822,793+45+0%$7.5M$7.6M+$94.7K2026-10-23
Asset One Wealth Management LLC
INCREASED22,81719,371+3,446+18%$6.7M$7.5M+$828.3K2026-11-02
Pavion Blue Capital, LLC
DECREASED22,80323,056-253-1%$7.6M$7.5M-$101.2K2026-11-05
Howard Capital Management, LLC
DECREASED22,77922,919-140-1%$7.5M$7.5M+$33.9K2026-10-16
Steel Grove Capital Advisors, LLC
DECREASED22,74422,985-241-1%$7.5M$7.5M+$5442026-10-13
Bell Bank
INCREASED22,70122,218+483+2%$7.3M$7.5M+$237.6K2026-10-21
Hudson Capital Management LLC
DECREASED22,68523,625-940-4%$7.7M$7.5M-$228.3K2026-10-20
Prudent Man Advisors, LLC
DECREASED22,50823,210-702-3%$7.6M$7.4M-$151.0K2026-11-03
Ibex Wealth Advisors
INCREASED22,4328,850+13,582+153%$2.9M$7.4M+$4.5M2026-11-06
Gradient Capital Advisors, LLC
DECREASED22,42722,691-264-1%$7.4M$7.4M-$7.9K2026-10-21
Scissortail Wealth Management, LLC
INCREASED22,41221,868+544+2%$7.2M$7.4M+$256.6K2026-11-03
Cohen Investment Advisors LLC
DECREASED22,39522,444-490%$7.3M$7.4M+$62.3K2026-10-20
Crystal Rock Capital Management
DECREASED22,39323,668-1,275-5%$7.7M$7.4M-$339.0K2026-10-28
Kentucky Trust Co
DECREASED22,37522,724-349-2%$7.4M$7.4M-$35.9K2026-10-15
Peachtree Investment Partners, LLC
INCREASED22,35322,114+239+1%$7.2M$7.4M+$156.7K2026-11-05
Triangle Securities Wealth Management
DECREASED22,32823,316-988-4%$7.6M$7.4M-$245.2K2026-10-14
Columbia Bank
INCREASED22,31121,731+580+3%$7.1M$7.4M+$267.9K2026-10-29
Princeton Capital Management LLC
INCREASED22,30122,180+121+1%$7.3M$7.4M+$117.8K2026-10-27
1834 Investment Advisors Co
DECREASED22,25122,859-608-3%$7.5M$7.4M-$121.0K2026-10-16
Norway Savings Bank
DECREASED22,24822,415-167-1%$7.3M$7.4M+$23.2K2026-10-20
FFG Partners, LLC
DECREASED22,23937,046-14,807-40%$12.1M$7.4M-$4.8M2026-10-15
Ashurst Perkins Coie Trust Co
INCREASED22,21421,810+404+2%$7.1M$7.3M+$210.0K2026-10-15
Curbstone Financial Management Corp
DECREASED22,21022,720-510-2%$7.4M$7.3M-$89.2K2026-10-21
Marest Capital, LLC
INCREASED22,15722,050+107+0%$7.2M$7.3M+$117.5K2026-10-23
Bright Rock Capital Management, LLC
UNCHANGED22,00022,00000%$7.2M$7.3M+$77.0K2026-10-05
OAK Family Advisors, LLC
DECREASED21,98526,582-4,597-17%$8.7M$7.3M-$1.4M2026-10-19
Sterling Investment Advisors, Ltd.
DECREASED21,97522,209-234-1%$7.3M$7.3M+$312026-10-27
Legacy Trust
DECREASED21,90923,810-1,901-8%$7.8M$7.4M-$409.5K2026-11-06
Mount Vernon Associates Inc
DECREASED21,90423,084-1,180-5%$7.6M$7.2K-$7.5M2026-10-26
Pinkerton Wealth, LLC
INCREASED21,90121,524+377+2%$6.3M$7.2M+$914.2K2026-10-29
Fortis Capital Advisors, LLC
INCREASED21,8789,975+11,903+119%$3.3M$7.2M+$4.0M2026-11-09
Brady Family Wealth, LLC
INCREASED21,86921,534+335+2%$7.0M$7.2M+$186.0K2026-11-02
Huntleigh Advisors, Inc.
INCREASED21,81421,618+196+1%$7.1M$7.2M+$140.0K2026-11-03
Novem Group
INCREASED21,73720,907+830+4%$6.8M$7.2M+$347.8K2026-10-19
True Private Wealth Advisors
INCREASED21,70521,606+99+0%$7.1M$7.2M+$108.6K2026-10-19
Gables Capital Management Inc.
DECREASED21,69421,894-200-1%$7.2M$7.2M+$10.5K2026-11-04
Cane Capital Partners, LLC
INCREASED21,58221,510+72+0%$7.0M$7.1M+$99.1K2026-10-23
Left Brain Wealth Management, LLC
DECREASED21,55521,616-610%$7.1M$7.1M+$55.5K2026-10-28
SGL Investment Advisors, Inc.
DECREASED21,50121,529-280%$7.7M$7.2M-$554.1K2026-11-09
Abacus Planning Group, Inc.
DECREASED21,46721,700-233-1%$7.1M$7.1M-$1.4K2026-11-02
Beaton Management Co. Inc.
DECREASED21,41721,704-287-1%$7.1M$7.1M-$19.0K2026-11-09
Delta Financial Advisors LLC
INCREASED21,30321,085+218+1%$6.9M$7.0M+$146.0K2026-10-27
GFS Advisors, LLC
DECREASED21,29624,065-2,769-12%$34.3K$7.0M+$7.0M2026-11-03
Providence Wealth Advisors, LLC
INCREASED21,28721,242+45+0%$7.1M$7.1M-$35.1K2026-10-29
BankPlus Trust Department
INCREASED21,28120,940+341+2%$6.9M$7.0M+$186.1K2026-11-06
Finer Wealth Management, Inc.
DECREASED21,27921,352-730%$7.0M$7.0M+$50.5K2026-10-16
Eagle Capital Management, LLC
DECREASED21,22421,312-880%$7.0K$7.0K+$462026-10-19
Moody National Bank Trust Division
DECREASED21,20822,096-888-4%$7.2M$7.0M-$216.4K2026-10-06
Markowski Investments
DECREASED21,20622,514-1,308-6%$7.4M$7.0M-$354.0K2026-10-30
Carrera Capital Advisors
INCREASED21,20621,175+31+0%$6.9M$7.0M+$84.1K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED21,19120,882+309+1%$6.8M$7.0M+$173.5K2026-10-13
True Freedom Investing, LLC
INCREASED21,18620,417+769+4%$6.0M$7.0M+$1.0M2026-10-29
Mountain Pacific Investment Advisers LLC
DECREASED21,17521,421-246-1%$7.0M$7.0M-$6.4K2026-10-29
River Street Advisors LLC
DECREASED21,11722,875-1,758-8%$7.5M$7.0M-$501.5K2026-10-22
Capital City Trust Co
INCREASED21,11020,968+142+1%$6.9M$7.0M+$120.4K2026-10-22
Highline Wealth Partners LLC
INCREASED21,10719,206+1,901+10%$6.3M$7.0M+$696.1K2026-10-19
Peloton Wealth Strategists
DECREASED21,08521,285-200-1%$7.0M$7.0M+$9.0K2026-11-09
Carnegie Lake Advisors LLC
DECREASED21,01821,064-460%$6.9M$7.0M+$58.5K2026-11-06
Doliver Advisors, LP
DECREASED20,99521,802-807-4%$7.1M$6.9M-$190.8K2026-10-01
Regatta Capital Group, LLC
INCREASED20,94820,396+552+3%$6.7M$6.9M+$254.3K2026-10-23
Wynn Capital, LLC
DECREASED20,94621,051-1050%$6.9M$6.9M+$38.9K2026-10-13
Bank of Stockton
DECREASED20,87621,037-161-1%$6.9M$6.9M+$20.4K2026-10-20
Hudock, Inc.
INCREASED20,80920,732+77+0%$6.8M$6.9M+$98.0K2026-10-14
Marathon Capital Management
DECREASED20,79221,166-374-2%$6.9M$6.9M-$49.6K2026-10-23
Kathmere Capital Management, LLC
INCREASED20,78518,627+2,158+12%$6.1M$6.9M+$779.0K2026-10-20
Silvant Capital Management LLC
DECREASED20,75222,697-1,945-9%$7.4M$6.9M-$564.0K2026-11-09
Montchanin Asset Management, LLC
DECREASED20,74520,945-200-1%$6.9M$6.9K-$6.8M2026-11-02
Home Federal Bank of Tennessee
DECREASED20,74420,790-460%$6.8M$6.9M+$57.5K2026-10-15
Valley Wealth Managers, Inc.
DECREASED20,61020,642-320%$6.8M$6.8M+$61.7K2026-10-09
Wakefield Asset Management Lllp
INCREASED20,58620,132+454+2%$6.6M$6.8M+$220.7K2026-11-05
Mcrae Capital Management Inc
DECREASED20,57721,227-650-3%$6.9M$6.8M-$140.7K2026-10-15
Waldron Private Wealth LLC
DECREASED20,55821,060-502-2%$6.9M$6.8M-$92.4K2026-11-02
Perpetual Ltd
DECREASED20,54320,652-109-1%$6.8M$6.8M+$36.2K2026-10-13
Aspen Investment Management Inc
DECREASED20,51420,540-260%$6.7K$6.8M+$6.8M2026-11-05
TMB Capital Partners, LLC
DECREASED20,43520,995-560-3%$6.9M$6.8M-$111.9K2026-10-20
Souders Financial Advisors
DECREASED20,42720,730-303-1%$6.8M$6.8M-$27.7K2026-11-03
Cassaday & Co Wealth Management LLC
INCREASED20,41719,805+612+3%$6.5M$6.8M+$271.9K2026-10-27
Bochk Asset Management Ltd
DECREASED20,40033,700-13,300-39%$11.0M$6.7M-$4.3M2026-10-29
Signet Investment Advisory Group, Inc.
DECREASED20,37120,910-539-3%$6.8M$6.7M-$105.5K2026-10-30
Altrius Capital Management Inc
INCREASED20,31519,748+567+3%$6.5M$6.7M+$256.9K2026-11-05
Monarch Capital Management Inc
DECREASED20,21020,695-485-2%$6.8M$6.7M-$88.0K2026-10-19
Butensky & Cohen Financial Security, Inc
DECREASED20,20320,934-731-3%$6.9M$6.7M-$168.6K2026-10-13
St. Louis Trust Co
DECREASED20,19720,899-702-3%$531.3K$6.7M+$6.2M2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED20,14423,541-3,397-14%$7.7M$6.7M-$1.0M2026-10-14
Studio Investment Management LLC
DECREASED20,13720,738-601-3%$6.8M$6.7M-$126.2K2026-10-22
Impact Capital Partners LLC
DECREASED20,11320,144-310%$6.6M$6.7M+$60.2K2026-10-22
Grandfield & Dodd, LLC
DECREASED20,09720,774-677-3%$6.8M$6.6M-$151.3K2026-10-29
Sanders Morris Harris LLC
INCREASED20,0949,780+10,314+105%$3.2M$6.8M+$3.6M2026-10-14
Aljian Capital Management, LLC
DECREASED20,07120,101-300%$6.6M$6.6M+$60.4K2026-10-28
Wasatch Advisors LP
DECREASED20,06320,510-447-2%$6.7M$6.6M-$76.1K2026-10-13
Hudson Edge Investment Partners Inc.
DECREASED20,04623,260-3,214-14%$7.6M$6.6M-$981.9K2026-10-28
Wealth Alliance Advisory Group, LLC
INCREASED19,99818,144+1,854+10%$5.9M$6.6M+$677.0K2026-10-14
Klingman & Associates, LLC
DECREASED19,98626,178-6,192-24%$8.6M$6.6M-$2.0M2026-10-20
Acropolis Investment Management, LLC
DECREASED19,95920,265-306-2%$6.6M$6.6M-$30.5K2026-10-08
Zullo Investment Group, Inc.
DECREASED19,93719,973-360%$6.5M$6.6M+$58.0K2026-10-20
Fragasso Financial Advisors Inc
DECREASED19,91822,558-2,640-12%$7.4M$6.6M-$751.5K2026-10-13
Winthrop Advisory Group LLC
INCREASED19,88919,412+477+2%$6.4M$6.6M+$225.7K2026-10-22
Gold Investment Management Ltd.
DECREASED19,88519,913-280%$6.5M$6.6M+$60.4K2026-10-19
CFS Investment Advisory Services, LLC
INCREASED19,76218,389+1,373+7%$6.2M$6.5M+$396.2K2026-10-19
Ranch Capital Advisors Inc.
INCREASED19,62218,859+763+4%$6.2M$6.5M+$318.3K2026-11-09
Fischer Financial Services, Inc.
INCREASED19,56719,534+33+0%$6.4M$6.5M+$79.3K2026-10-30
Sheets Smith Wealth Management
DECREASED19,53523,451-3,916-17%$7.7M$6.5M-$1.2M2026-10-16
Patrick M Sweeney & Associates, Inc
DECREASED19,51119,568-570%$6.4M$6.5M+$49.8K2026-10-22
Gibbs Wealth Management
INCREASED19,48817,222+2,266+13%$5.6M$6.4M+$810.4K2026-10-22
IPG Investment Advisors LLC
INCREASED19,46814,009+5,459+39%$4.6M$6.4M+$1.9M2026-10-30
Certified Advisory Corp
INCREASED19,40719,050+357+2%$6.2M$6.4M+$184.6K2026-10-29
Morangie Management LLC
INCREASED19,34819,332+16+0%$6.3M$6.4M+$72.9K2026-10-15
Trust Point Inc.
DECREASED19,29919,482-183-1%$6.4M$6.4M+$7.6K2026-10-27
Marks Group Wealth Management, Inc
DECREASED19,27921,463-2,184-10%$7.0M$6.4M-$647.4K2026-11-05
Missouri Trust & Investment Co
DECREASED19,25520,032-777-4%$7.0M$6.4M-$676.9K2026-11-04
HF Advisory Group, LLC
INCREASED19,15617,377+1,779+10%$5.7M$6.3M+$649.2K2026-10-09
WD Rutherford LLC
DECREASED19,15320,056-903-4%$6.6M$6.3M-$228.5K2026-10-26
William Blair Investment Management, LLC
INCREASED19,13717,088+2,049+12%$5.6M$6.3M+$737.7K2026-11-06
Midland Wealth Advisors, LLC
DECREASED19,12119,399-278-1%$6.3M$6.3M-$24.1K2026-10-26
Ayrshire Capital Management LLC
DECREASED19,11419,689-575-3%$6.4M$6.3M-$121.2K2026-10-20
Alta Advisers Ltd
INCREASED19,10610,684+8,422+79%$3.5M$6.3M+$2.8M2026-11-02
San Luis Wealth Advisors LLC
DECREASED19,04219,696-654-3%$6.4M$6.3M-$147.4K2026-10-27
Portside Wealth Group, LLC
INCREASED18,97618,442+534+3%$6.0M$6.3M+$241.7K2026-10-20
Summit Wealth Group LLC / Co
INCREASED18,8905,743+13,147+229%$1.9M$6.2M+$4.4M2026-10-29
Weaver Capital Management LLC
INCREASED18,86718,389+478+3%$5.4M$6.2M+$832.4K2026-10-15
Forza Wealth Management, LLC
INCREASED18,80518,235+570+3%$6.0M$6.2M+$252.4K2026-10-20
Valley Brook Capital Group, Inc.
INCREASED18,79918,772+27+0%$6.1M$6.2M+$74.8K2026-10-26
Harvey Investment Co LLC
INCREASED18,76116,836+1,925+11%$5.5M$6.2K-$5.5M2026-10-20
Wilkins Investment Counsel Inc
DECREASED18,75818,828-700%$6.2M$6.2M+$42.7K2026-11-03
Hanson & Doremus Investment Management
INCREASED18,70817,847+861+5%$5.8M$6.2K-$5.8M2026-10-16
Kampmann Melissa S.
INCREASED18,68018,640+40+0%$6.1M$6.2M+$78.5K2026-10-28
Vertrix Wealth Management, LLC
DECREASED18,67521,084-2,409-11%$6.9M$6.2M-$723.0K2026-10-13
Portfolio Design Labs, LLC
INCREASED18,65918,613+46+0%$6.1M$6.2M+$80.4K2026-11-04
DeDora Capital, Inc.
DECREASED18,64819,014-366-2%$6.2M$6.2M-$54.7K2026-10-26
Alta Capital Management LLC/
DECREASED18,63525,346-6,711-26%$8.3M$6.2M-$2.1M2026-10-26
Center for Financial Planning, Inc.
INCREASED18,63017,273+1,357+8%$5.7M$6.2M+$509.4K2026-10-26
Platt Wealth Management LLC
UNCHANGED18,56718,56700%$6.1M$6.1M+$65.0K2026-11-04
Elyxium Wealth, LLC
DECREASED18,53118,810-279-1%$6.2M$6.1M-$26.8K2026-10-27
BKM Wealth Management, LLC
DECREASED18,51320,960-2,447-12%$6.9M$6.1M-$736.2K2026-10-22
Altfest L J & Co Inc
DECREASED18,49118,682-191-1%$6.1M$6.1M+$2.2K2026-10-27
Atlantic Edge Private Wealth Management, LLC
INCREASED18,48118,378+103+1%$6.0M$6.1M+$98.2K2026-10-20
Newman Dignan & Sheerar, Inc.
INCREASED18,30518,024+281+2%$5.9M$6.1M+$156.3K2026-10-21
Processus Wealth & Capital Management, LLC
DECREASED18,28319,030-747-4%$6.2M$6.0M-$180.6K2026-10-16
180 Wealth Advisors, LLC
DECREASED18,24618,391-145-1%$6.0M$6.0M+$16.5K2026-11-03
Morguard Lincluden Global Investments Ltd
DECREASED18,22818,711-483-3%$6.1M$6.0K-$6.1M2026-10-28
Raab & Moskowitz Asset Management LLC
DECREASED18,19818,491-293-2%$6.1M$6.0M-$32.2K2026-11-02
Snider Financial Group
INCREASED18,18718,029+158+1%$5.9M$6.0M+$115.3K2026-10-16
Viewpoint Investment Partners Corp
DECREASED18,15018,250-100-1%$6.2M$6.2M+$29.3K2026-10-26
Tranquility Partners, LLC
INCREASED18,14418,053+91+1%$5.9M$6.0M+$93.3K2026-10-20
FCG Investment Co
INCREASED18,13616,630+1,506+9%$5.4M$6.0M+$556.4K2026-10-13
Clear Creek Financial Management, LLC
DECREASED18,13618,760-624-3%$6.1M$6.0M-$141.0K2026-10-28
Cypress Wealth Services, LLC
INCREASED18,12918,115+14+0%$5.9M$6.0M+$76.1K2026-10-21
Prosperitas Financial LLC
INCREASED18,07916,838+1,241+7%$5.5M$6.0M+$469.5K2026-10-28
Harold Davidson & Associates Inc.
INCREASED18,07718,072+5+0%$5.9M$6.0M+$64.7K2026-10-29
Accredited Investors Inc.
INCREASED18,07217,511+561+3%$5.7M$6.0M+$246.9K2026-11-03
Channel Wealth LLC
DECREASED18,03318,779-746-4%$6.1M$6.0M-$181.0K2026-11-06
PW Nova Financial Services LLC
DECREASED17,97720,024-2,047-10%$6.6M$5.9M-$607.1K2026-10-15
Canton Hathaway, LLC
DECREASED17,95918,089-130-1%$5.9M$5.9M+$20.3K2026-10-23
Evermay Wealth Management LLC
DECREASED17,95818,432-474-3%$6.0M$5.9M-$92.3K2026-11-05
Quadrant Private Wealth Management, LLC
INCREASED17,92417,213+711+4%$5.6M$5.9M+$295.2K2026-11-04
Financial Advisory Partners, LLC
DECREASED17,90518,233-328-2%$6.0M$5.9M-$44.7K2026-10-23
True North Advisors, LLC
INCREASED17,84317,701+142+1%$5.8M$5.9M+$109.0K2026-10-22
Advisor Resource Council
DECREASED17,76717,862-95-1%$6.0M$5.9M-$125.4K2026-11-05
Hedeker Wealth, LLC
DECREASED17,72117,788-670%$5.8M$5.9M+$40.3K2026-10-23
Triad Wealth Partners, LLC
DECREASED17,69118,467-776-4%$6.5M$5.9M-$659.7K2026-10-26
Massachusetts Wealth Management
DECREASED17,63220,405-2,773-14%$6.7M$5.8M-$846.0K2026-10-21
Register Financial Advisors LLC
INCREASED17,61617,594+22+0%$5.8M$5.8M+$68.7K2026-10-23
Oak Asset Management, LLC
DECREASED17,58117,921-340-2%$5.9M$5.8M-$49.8K2026-10-13
Firetrail Investments PTY LTD
DECREASED17,57217,672-100-1%$5.7M$5.8M+$87.3K2026-11-05
Sky Investment Group LLC
INCREASED17,55511,693+5,862+50%$3.8M$5.8M+$2.0M2026-10-30
Triasima Portfolio Management inc.
INCREASED17,52917,419+110+1%$5.7M$5.8M+$97.4K2026-10-15
Flavin Financial Services, Inc.
DECREASED17,50917,657-148-1%$5.8M$5.8M+$12.9K2026-10-21
3Chopt Investment Partners, LLC
INCREASED17,50816,776+732+4%$5.5M$5.8M+$300.9K2026-10-30
Aries Wealth Management
INCREASED17,49517,372+123+1%$5.7M$5.8M+$101.5K2026-10-23
Biltmore Family Office, LLC
DECREASED17,49117,558-670%$5.7M$5.8M+$39.4K2026-11-03
Northcape Wealth Management, LLC
DECREASED17,45717,616-159-1%$5.8M$5.8M+$9.1K2026-11-04
Key FInancial Inc
DECREASED17,44317,667-224-1%$5.8M$5.8M-$12.3K2026-11-02
Natural Investments, LLC
INCREASED17,42217,036+386+2%$5.6M$5.8M+$187.6K2026-11-06
Interchange Capital Partners, LLC
DECREASED17,36917,438-690%$5.7M$5.7M+$40.6K2026-10-28
Adirondack Trust Co
DECREASED17,36619,892-2,526-13%$6.5M$5.7M-$766.0K2026-10-14
SBI Securities Co., Ltd.
DECREASED17,35820,636-3,278-16%$6.8M$5.7M-$1.0M2026-10-22
Optas, LLC
DECREASED17,35818,011-653-4%$5.9M$5.7M-$153.0K2026-11-09
Alpine Bank Wealth Management
INCREASED17,33317,173+160+1%$5.6M$5.7M+$113.0K2026-10-16
Churchill Financial Advisors, LLC
INCREASED17,31316,013+1,300+8%$5.2M$5.7M+$486.1K2026-10-20
Rydar Equities, Inc.
INCREASED17,31117,188+123+1%$5.9M$5.7M-$187.8K2026-10-13
Cornell Pochily Investment Advisors, Inc.
DECREASED17,28117,294-130%$5.7M$5.7M+$56.3K2026-10-19
Titleist Asset Management, LLC
DECREASED17,24818,206-958-5%$6.0M$5.7M-$253.4K2026-10-08
Focused Alpha, LLC
INCREASED17,19612,533+4,663+37%$4.1M$5.7M+$1.6M2026-10-20
Leisure Capital Management
DECREASED17,11417,939-825-5%$5.9M$5.7M-$210.1K2026-11-03
Focused Wealth Management, Inc
INCREASED17,10515,973+1,132+7%$5.2M$5.7M+$430.4K2026-10-30
Citizens & Northern Corp
DECREASED17,09917,802-703-4%$5.8M$5.7M-$170.3K2026-11-06
Boltwood Capital Management
INCREASED17,07116,944+127+1%$5.5M$5.6M+$101.3K2026-10-02
Arvest Investments, Inc.
DECREASED17,06725,203-8,136-32%$8.2M$5.6M-$2.6M2026-10-21
Leeward Financial Partners, LLC
UNCHANGED16,98716,98700%$5.6M$5.6M+$59.5K2026-10-23
Investment Advisory Services Inc
INCREASED16,92916,720+209+1%$5.5M$5.6M+$127.6K2026-10-27
WealthPLAN Partners, LLC
DECREASED16,90317,279-376-2%$5.7M$5.6M-$63.7K2026-10-15
Ashton Thomas Securities, LLC
INCREASED16,89916,055+844+5%$5.2M$5.6M+$376.0K2026-10-26
Blueprint Investment Partners LLC
INCREASED16,88316,553+330+2%$5.4M$5.6M+$167.3K2026-10-28
Jessup Wealth Management, Inc
DECREASED16,86717,060-193-1%$5.6M$5.6M-$4.4K2026-10-20
Fiduciary Family Office, LLC
INCREASED16,86115,319+1,542+10%$5.0M$5.6M+$563.4K2026-11-04
Supplemental Annuity Collective Trust of NJ
DECREASED16,81917,186-367-2%$5.6M$5.6M-$61.3K2026-11-02
Beaumont Financial Advisors, LLC
INCREASED16,76716,183+584+4%$5.3M$5.5M+$249.8K2026-10-22
NWF Advisory Services Inc.
DECREASED16,75316,880-127-1%$5.5M$5.5M+$16.6K2026-10-19
Searle & Co.
UNCHANGED16,69216,69200%$5.5M$5.5M+$58.4K2026-11-04
CNB Bank
INCREASED16,68716,224+463+3%$5.3M$5.5M+$210.0K2026-11-09
MeadowBrook Investment Advisors LLC
DECREASED16,66316,938-275-2%$5.5M$5.6M+$63.5K2026-10-29
Certuity, LLC
INCREASED16,65316,514+139+1%$5.4M$5.5M+$103.8K2026-11-02
Shrier Wealth Management, LLC
DECREASED16,64718,778-2,131-11%$6.1M$5.5M-$639.5K2026-10-20
Quadcap Wealth Management, LLC
DECREASED16,63917,993-1,354-8%$5.9M$5.5M-$385.3K2026-11-02
Stillwater Wealth Management Group
INCREASED16,62715,907+720+5%$5.2M$5.5M+$293.7K2026-10-21
Ballast, Inc.
INCREASED16,62615,817+809+5%$5.2M$5.5M+$322.9K2026-10-20
Dagco, Inc.
INCREASED16,62116,496+125+1%$5.4M$5.5M+$99.3K2026-10-20
Facet Wealth, Inc.
INCREASED16,57913,688+2,891+21%$4.5M$5.5M+$1.0M2026-11-04
WP Advisors, LLC
INCREASED16,54716,485+62+0%$5.4M$5.5M+$78.5K2026-10-22
Bull Street Advisors, LLC
DECREASED16,52016,568-480%$5.4M$5.5K-$5.4M2026-10-20
Pines Wealth Management, LLC
DECREASED16,50917,161-652-4%$5.6M$5.5M-$155.6K2026-10-21
Tandem Capital Management Corp
DECREASED16,49816,520-220%$5.4M$5.5M+$50.5K2026-10-22
Guerra PAN Advisors, LLC
INCREASED16,47916,460+19+0%$5.4M$5.5M+$108.4K2026-10-26
Condor Capital Management
INCREASED16,42816,401+27+0%$5.4M$5.4M+$66.3K2026-11-06
Fulcrum Asset Management LLP
INCREASED16,39015,051+1,339+9%$5.0M$5.5M+$532.7K2026-11-04
Vision Financial Markets LLC
DECREASED16,38216,432-500%$5.4M$5.4M+$18.4K2026-10-22
Pinnacle Bancorp, Inc.
DECREASED16,35920,184-3,825-19%$6.6M$5.4M-$1.2M2026-10-21
Paradigm Asset Management Co LLC
DECREASED16,35020,150-3,800-19%$6.6M$5.4M-$1.2M2026-11-05
InvesTrust
DECREASED16,34019,579-3,239-17%$6.4M$5.4M-$1.0M2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
DECREASED16,20317,021-818-5%$5.6M$5.4K-$5.6M2026-10-14
Quent Capital, LLC
INCREASED16,19015,856+334+2%$5.2M$5.4M+$230.4K2026-11-09
Blume Capital Management, Inc.
DECREASED16,17116,491-320-2%$5.4M$5.3M-$48.1K2026-10-26
Kesler, Norman & Wride, LLC
INCREASED16,16515,851+314+2%$5.2M$5.3M+$159.4K2026-11-06
Schear Investment Advisers, LLC
INCREASED16,06114,236+1,825+13%$4.7M$5.3M+$653.7K2026-10-14
Tempo Wealth, LLC
INCREASED16,06114,884+1,177+8%$4.9M$5.3M+$441.7K2026-10-14
Ullmann Wealth Partners Group, LLC
INCREASED16,02615,875+151+1%$5.2M$5.3M+$105.4K2026-11-02
Archer Investment Corp
INCREASED15,93815,401+537+3%$5.0M$5.3M+$231.6K2026-11-05
Maia Wealth LLC
INCREASED15,89314,231+1,662+12%$4.7M$5.3M+$599.7K2026-10-19
Sculati Wealth Management, LLC
DECREASED15,88216,559-677-4%$5.6M$5.3M-$338.9K2026-10-19
Chatham Capital Group, Inc.
INCREASED15,86315,768+95+1%$5.2M$5.2M+$86.6K2026-10-16
GenTrust, LLC
INCREASED15,84615,481+365+2%$5.1M$5.2M+$175.1K2026-11-06
Central Bank & Trust Co
INCREASED15,83115,826+5+0%$5.2M$5.2M+$57.0K2026-10-09
Institute for Wealth Management, Llc.
INCREASED15,82915,662+167+1%$5.1M$5.2M+$110.1K2026-11-06
Integral Investment Advisors, Inc.
DECREASED15,79015,930-140-1%$5.2M$5.2M+$9.4K2026-11-03
Castle Rock Wealth Management, LLC
DECREASED15,78118,714-2,933-16%$6.3M$5.2M-$1.0M2026-10-09
FSM Wealth Advisors, LLC
INCREASED15,75815,592+166+1%$5.1M$5.2M+$118.9K2026-10-27
Ironwood Financial, llc
INCREASED15,71815,656+62+0%$5.2M$5.2M-$37.4K2026-10-20
Lebenthal Global Advisors, LLC
DECREASED15,71316,188-475-3%$5.3M$5.2M-$100.4K2026-10-28
Marion Wealth Management
INCREASED15,68415,540+144+1%$5.1M$5.2M+$102.1K2026-10-22
Antonelli Financial Advisors, LLC
UNCHANGED15,68415,68400%$5.1M$5.2M+$55.0K2026-10-13
Everest Financial Group LLC
INCREASED15,65014,142+1,508+11%$4.6M$5.2M+$548.7K2026-11-06
Destiny Wealth Partners, LLC
INCREASED15,6472,022+13,625+674%$711.3K$5.3M+$4.6M2026-11-05
Richards, Merrill & Peterson, Inc.
DECREASED15,63515,824-189-1%$5.2M$5.2M-$7.4K2026-10-19
Montz Harcus Wealth Management LLC
DECREASED15,59615,669-730%$5.1M$5.2M+$30.7K2026-10-09
Mccarter Private Wealth Services LLC
DECREASED15,59515,630-350%$5.1M$5.2M+$43.1K2026-10-22
Dillon & Associates Inc
INCREASED15,57815,544+34+0%$5.1M$5.2K-$5.1M2026-10-22
Mitsubishi UFJ Asset Management (UK) Ltd.
DECREASED15,50018,500-3,000-16%$6.1M$5.1K-$6.1M2026-10-22
Worth Financial Advisory Group, LLC
DECREASED15,50015,893-393-2%$5.2M$5.1M-$74.3K2026-10-19
Piscataqua Savings Bank
DECREASED15,49116,980-1,489-9%$5.6M$5.1M-$433.2K2026-10-21
Twelve Points Wealth Management LLC
INCREASED15,48515,139+346+2%$5.0M$5.2M+$263.9K2026-11-03
BIP Wealth, LLC
INCREASED15,43214,948+484+3%$4.9M$5.1M+$212.3K2026-10-22
RIA Advisory Group LLC
INCREASED15,4201,548+13,872+896%$506.8K$5.1M+$4.6M2026-10-15
Invera Wealth Advisors, LLC
DECREASED15,37815,464-86-1%$5.1M$5.1M+$25.7K2026-10-28
Buckhead Capital Management LLC
DECREASED15,33015,331-10%$5.0M$5.1M+$53.3K2026-11-03
Founders Financial Securities LLC
DECREASED15,25915,751-492-3%$5.2M$5.0M-$107.7K2026-10-28
Chung Wu Investment Group, LLC
DECREASED15,23715,437-200-1%$5.1M$5.0M-$12.1K2026-11-03
Global Financial Private Client, LLC
INCREASED15,21414,938+276+2%$4.9M$5.0M+$143.7K2026-10-15
Sweeney & Michel, LLC
DECREASED15,20815,286-78-1%$5.5M$5.0M-$433.7K2026-10-16
Tannin Capital LLC
DECREASED15,14616,711-1,565-9%$5.5M$5.0M-$459.5K2026-11-05
Enterprise Financial Services Corp
DECREASED15,13615,877-741-5%$5.2M$5.0M-$189.6K2026-11-03
TFR Capital, Llc.
INCREASED15,13514,795+340+2%$4.8M$5.0M+$164.3K2026-11-09
Verus Capital Partners, LLC
DECREASED15,12415,179-550%$5.0M$5.0M+$34.9K2026-11-03
TriaGen Wealth Management LLC
DECREASED15,09315,119-260%$4.9M$5.0M+$44.3K2026-10-14
Genus Capital Management Inc.
INCREASED15,0927,592+7,500+99%$2.5M$5.0M+$2.5M2026-11-04
Stiles Financial Services Inc
DECREASED15,08215,146-640%$5.0M$5.0M+$31.7K2026-10-30
First United Bank & Trust
DECREASED15,08015,513-433-3%$5.1M$5.0M-$89.0K2026-10-22
Precedent Wealth Partners, LLC
INCREASED15,05414,921+133+1%$4.9M$5.0M+$96.1K2026-10-21
Total Clarity Wealth Management, Inc.
DECREASED15,04415,612-568-4%$5.1M$5.0M-$133.3K2026-10-26
Apollon Financial, LLC
INCREASED14,97314,617+356+2%$4.8M$5.0M+$168.9K2026-10-23
Canvas Wealth Advisors, LLC
DECREASED14,93715,294-357-2%$5.0M$5.1M+$125.9K2026-11-02
Juno Financial Group LLC
INCREASED14,93314,834+99+1%$4.9M$4.9M+$84.9K2026-10-27
Opinicus Capital, Inc.
DECREASED14,90815,029-121-1%$4.9M$4.9M+$12.7K2026-10-28
RWQ Financial Management Services, Inc.
DECREASED14,89824,813-9,915-40%$8.1M$4.9M-$3.2M2026-10-19
Outfitters Financial LLC
DECREASED14,89215,417-525-3%$5.0M$4.9M-$119.7K2026-10-23
Ascentis Wealth Management, LLC
INCREASED14,87614,196+680+5%$4.7M$4.9M+$274.9K2026-11-03
Triumph Capital Management
DECREASED14,87115,336-465-3%$5.0M$4.9M-$100.4K2026-10-14
J.Safra Asset Management Corp
INCREASED14,85514,770+85+1%$4.8M$4.9M+$79.9K2026-11-03
Purus Wealth Management, LLC
DECREASED14,85114,986-135-1%$4.9M$4.9M+$7.8K2026-10-15
First City Capital Management, Inc.
DECREASED14,83514,968-133-1%$4.9M$4.9M+$8.4K2026-10-27
Bellwether Advisors, LLC
NEW14,819—+14,819——$4.9M—2026-11-09
Hicks Capital Management LLC
UNCHANGED14,80214,80200%$4.8M$4.8M$02026-10-20
Zions Bancorporation, National Association
INCREASED14,78711,747+3,040+26%$3.8M$4.9M+$1.0M2026-11-06
Advisors Management Group Inc
DECREASED14,75314,787-340%$4.8M$4.9M+$40.0K2026-11-05
Prosperity Financial Group, Inc.
INCREASED14,72213,788+934+7%$4.5M$4.9M+$357.2K2026-10-29
Acumen Wealth Advisors, LLC
DECREASED14,65414,821-167-1%$4.9M$4.8M-$3.4K2026-11-05
TBH Global Asset Management, LLC
DECREASED14,62014,903-283-2%$4.9M$4.8M-$41.5K2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED14,59314,671-78-1%$4.8M$4.8M+$25.6K2026-10-16
Overbrook Management Corp
DECREASED14,59017,629-3,039-17%$5.8M$4.8M-$943.7K2026-10-08
SWS Partners
INCREASED14,55414,026+528+4%$4.6M$4.8M+$223.9K2026-10-26
Nvwm, LLC
DECREASED14,55314,687-134-1%$4.8M$4.8M+$7.4K2026-10-14
Boit C F David
UNCHANGED14,55114,55100%$4.8M$4.8M+$50.9K2026-10-29
Cornerstone Advisory, LLC
INCREASED14,53014,225+305+2%$4.7M$4.8M+$150.8K2026-11-06
Van Cleef Asset Management,Inc
DECREASED14,50414,821-317-2%$4.9M$4.8M-$52.8K2026-10-20
Sterling Investment Counsel, LLC
DECREASED14,48514,512-270%$4.8M$4.8M+$41.9K2026-10-19
Marathon Wealth Advisors LLC
DECREASED14,48214,499-170%$4.7M$4.8M+$45.1K2026-11-04
Aull & Monroe Investment Management Corp
INCREASED14,47414,276+198+1%$4.7M$4.8M+$115.5K2026-10-16
Roof Eidam Maycock Peralta, LLC
INCREASED14,45414,424+30+0%$4.7M$4.8M+$60.4K2026-10-15
BOS Asset Management, LLC
INCREASED14,45014,392+58+0%$4.7M$4.8M+$69.8K2026-10-09
Tred Avon Family Wealth, LLC
DECREASED14,44615,036-590-4%$4.9M$4.8M-$142.6K2026-10-20
Crescent Sterling, Ltd.
DECREASED14,44314,852-409-3%$4.9M$4.8M-$83.3K2026-10-16
Purkiss Capital Advisors LLC
DECREASED14,41814,489-710%$4.7M$4.8M+$27.3K2026-11-06
KPP Advisory Services LLC
DECREASED14,41420,441-6,027-29%$6.7M$4.8M-$1.9M2026-10-26
Foster Victor Wealth Advisors, LLC
INCREASED14,36713,758+609+4%$4.7M$4.8M+$74.5K2026-10-21
Southland Equity Partners LLC
DECREASED14,36114,489-128-1%$4.7M$4.8M+$8.5K2026-10-14
Sawyer & Company, Inc
DECREASED14,25414,882-628-4%$4.9M$4.7M-$155.7K2026-10-21
Peterson Wealth Management
INCREASED14,22514,078+147+1%$4.6M$4.7M+$98.0K2026-11-06
Brookmont Capital Management
DECREASED14,21217,517-3,305-19%$5.7M$4.7M-$1.0M2026-10-23
VCI Wealth Management LLC
DECREASED14,21114,902-691-5%$4.9M$4.7M-$176.5K2026-10-29
Yankcom Partnership
INCREASED14,19114,080+111+1%$4.6M$4.7M+$86.0K2026-10-15
Central Valley Advisors, LLC
DECREASED14,16314,243-80-1%$4.7M$4.7M+$23.3K2026-10-27
XXI Wealth, LLC
INCREASED14,16212,887+1,275+10%$4.2M$4.7M+$466.9K2026-10-22
CrossGen Wealth, LLC
INCREASED14,07613,849+227+2%$4.5M$4.7M+$123.5K2026-10-30
Wealth Intelligence, LLC
DECREASED14,04814,123-75-1%$4.6M$4.6M+$24.6K2026-10-16
Solitude Financial Services
INCREASED14,02713,764+263+2%$4.5M$4.6M+$135.2K2026-10-26
Sawgrass Asset Management LLC
DECREASED14,01814,721-703-5%$4.8M$4.6M-$181.1K2026-11-03
Commonwealth Financial Services, LLC
DECREASED14,01719,171-5,154-27%$4.7M$4.6M-$32.8K2026-10-20
Beacon Financial Advisory LLC
INCREASED14,00111,556+2,445+21%$3.8M$4.6M+$849.4K2026-10-16
Legacy CG, LLC
DECREASED13,98318,490-4,507-24%$6.1M$4.6M-$1.4M2026-10-30
Tower Trust & Investment Co
INCREASED13,97113,774+197+1%$4.5M$4.6M+$113.4K2026-10-28
Turn8 Private Wealth Inc.
INCREASED13,95513,775+180+1%$4.7M$4.6M-$47.6K2026-11-05
Eclectic Associates Inc
DECREASED13,88314,037-154-1%$4.6M$4.6M-$1.7K2026-10-09
Old Mission Investment Co LLC
DECREASED13,87514,728-853-6%$4.8M$4.6M-$230.6K2026-10-22
MBL Wealth, LLC
INCREASED13,85713,232+625+5%$4.3M$4.6M+$253.1K2026-10-22
SeaCrest Wealth Management, LLC
DECREASED13,77914,560-781-5%$4.8M$4.6M-$207.3K2026-10-21
Ticino Wealth
INCREASED13,72113,207+514+4%$4.3M$4.5M+$216.3K2026-10-13
Dumont & Blake Investment Advisors LLC
DECREASED13,72013,998-278-2%$4.6M$4.5M-$43.0K2026-10-28
Cornerstone Planning, LLC
INCREASED13,72013,666+54+0%$4.5M$4.5M+$29.3K2026-10-27
Vision Capital Management, Inc.
INCREASED13,68511,362+2,323+20%$3.7M$4.5M+$808.3K2026-10-20
Navigation Group, LLC
UNCHANGED13,68413,68400%$4.5M$4.5M+$48.2K2026-10-28
Canopy Partners, LLC
DECREASED13,66314,168-505-4%$4.6M$4.5M-$117.7K2026-10-28
Orca Wealth Management, LLC
DECREASED13,63213,655-230%$4.5M$4.5M+$40.2K2026-10-14
Maseco LLP
INCREASED13,61613,578+38+0%$4.4M$4.5M+$62.2K2026-10-27
Insight Inv LLC
DECREASED13,60713,625-180%$4.5M$4.5M+$41.7K2026-10-27
Cooper Financial Group
INCREASED13,5739,911+3,662+37%$3.2M$4.5M+$1.2M2026-10-07
Golden State Wealth Management, LLC
INCREASED13,57313,508+65+0%$4.4M$4.5M+$68.7K2026-11-02
Congress Park Capital LLC
DECREASED13,54714,187-640-5%$4.6M$4.5M-$162.1K2026-10-13
Phoenix Wealth Advisors
DECREASED13,54513,655-110-1%$4.5M$4.5M+$11.5K2026-11-03
Signature Wealth Management Partners, LLC
DECREASED13,51813,562-440%$4.4M$4.5M+$33.1K2026-10-21
LMG Wealth Partners, LLC
INCREASED13,49813,142+356+3%$4.3M$4.5M+$163.9K2026-11-05
Hamel Associates, Inc.
DECREASED13,49013,585-95-1%$4.4M$4.5M+$19.8K2026-11-06
Peoples Financial Services Corp.
DECREASED13,48813,808-320-2%$4.5M$4.5M-$57.5K2026-10-20
Argus Investors' Counsel, Inc.
DECREASED13,46113,476-150%$4.4M$4.5M+$42.2K2026-10-09
Victrix Investment Advisors
DECREASED13,41913,533-114-1%$4.4M$4.4M+$9.7K2026-10-13
Monetary Solutions, Ltd
INCREASED13,41313,409+4+0%$4.4M$4.4M+$48.3K2026-10-22
Consilium Wealth Advisory, LLC
INCREASED13,41013,115+295+2%$4.3M$4.4M+$143.5K2026-10-14
Weatherly Asset Management L. P.
DECREASED13,39513,613-218-2%$4.5M$4.4M-$24.5K2026-10-20
Investment House LLC
INCREASED13,3825,881+7,501+128%$1.9M$4.4M+$2.5M2026-10-21
Dmkc Advisory Services, LLC
INCREASED13,35112,845+506+4%$4.2M$4.4M+$212.2K2026-11-04
Davidson Trust Co
DECREASED13,34614,102-756-5%$4.6M$4.4M-$200.8K2026-10-09
Account Management LLC
DECREASED13,31313,513-200-1%$4.4M$4.4M-$18.9K2026-11-04
Burke & Herbert Bank & Trust Co
INCREASED13,30513,215+90+1%$4.3M$4.4M+$76.0K2026-11-02
Eagle Bluffs Wealth Management LLC
INCREASED13,28513,277+8+0%$4.3M$4.4M+$49.1K2026-10-20
Lodestone Wealth Management LLC
DECREASED13,24713,295-480%$4.4M$4.4M+$30.6K2026-10-14
Northstar Asset Management Co
DECREASED13,22513,325-100-1%$4.7M$4.4M-$273.6K2026-10-22
Sierra Summit Advisors LLC
INCREASED13,21612,862+354+3%$4.2M$4.4M+$162.1K2026-10-28
Nicholas Hoffman & Company, Llc.
INCREASED13,18212,587+595+5%$4.1M$4.4M+$240.7K2026-10-30
Chapman Financial Group, LLC
DECREASED13,15613,520-364-3%$4.4M$4.4M-$73.1K2026-10-26
Aire Advisors, LLC
INCREASED13,14613,127+19+0%$4.3M$4.3M+$52.2K2026-10-22
Burford Brothers, Inc.
INCREASED13,14313,092+51+0%$4.3M$4.3M+$62.7K2026-10-21
LFG Wealth Partners, LLC
INCREASED13,13412,635+499+4%$4.1M$4.3M+$209.3K2026-10-28
Acorn Wealth Advisors, LLC
INCREASED13,10112,815+286+2%$4.2M$4.3M+$139.5K2026-10-19
Cornerstone Enterprises, LLC
DECREASED13,05815,234-2,176-14%$5.0M$4.3M-$666.6K2026-10-15
Loudon Investment Management, LLC
UNCHANGED13,00513,00500%$4.3M$4.3M+$45.5K2026-11-06
Lynx Capital Group LTD
DECREASED12,97212,983-110%$4.2M$4.3M+$41.5K2026-11-04
James J. Burns & Company, LLC
INCREASED12,96911,012+1,957+18%$3.6M$4.3M+$686.0K2026-10-22
University of Texas S AM Investment Management Co
DECREASED12,94234,051-21,109-62%$11.1M$4.3M-$6.9M2026-11-03
Manchester Capital Management LLC
DECREASED12,91113,288-377-3%$4.3M$4.3M-$78.2K2026-10-22
Ameliora Wealth Management Ltd.
DECREASED12,86513,586-721-5%$4.4M$4.3M-$191.0K2026-10-23
Traphagen Investment Advisors LLC
DECREASED12,81713,459-642-5%$4.4M$4.2M-$165.1K2026-10-14
Breakwater Capital Group
DECREASED12,79714,004-1,207-9%$4.6M$4.2M-$350.3K2026-10-09
Wealth Architects, LLC
DECREASED12,73112,817-86-1%$4.2M$4.2M+$16.2K2026-11-03
Strong Tower Advisory Services
DECREASED12,66412,801-137-1%$4.2M$4.2M-$6552026-10-13
Grey Ledge Advisors, LLC
DECREASED12,56512,585-200%$4.1M$4.2M+$37.6K2026-11-02
Money Concepts Capital Corp
INCREASED12,56111,334+1,227+11%$3.7M$4.2M+$445.5K2026-11-06
Mirabaud & Cie SA
DECREASED12,54214,033-1,491-11%$4.6M$4.1M-$444.2K2026-10-27
Vectors Research Management, LLC
DECREASED12,52215,618-3,096-20%$5.1M$4.1M-$969.9K2026-11-09
Old Peak Finance LLC
INCREASED12,51012,238+272+2%$4.0M$4.1M+$132.5K2026-11-02
Advisors Preferred, LLC
UNCHANGED12,50012,50000%$4.2M$4.2M-$26.1K2026-11-09
Greenspring Advisors, LLC
INCREASED12,47412,236+238+2%$4.0M$4.1M+$121.5K2026-11-05
Winthrop Capital Management, LLC
INCREASED12,45012,427+23+0%$4.1M$4.1M+$50.9K2026-11-05
Revolve Wealth Partners, LLC
DECREASED12,44413,585-1,141-8%$4.4M$4.1M-$329.8K2026-10-23
Meriwether Wealth & Planning, LLC
DECREASED12,43412,539-105-1%$4.1M$4.1M+$9.1K2026-10-13
Aldebaran Financial Inc.
INCREASED12,42712,351+76+1%$4.0M$4.1M+$68.5K2026-11-06
LS Investment Advisors, LLC
DECREASED12,42512,818-393-3%$4.2M$4.1M-$85.2K2026-10-13
Royal Harbor Partners, LLC
INCREASED12,41312,410+3+0%$4.1M$4.1M+$44.4K2026-10-29
Summit Financial Wealth Advisors, LLC
INCREASED12,40212,122+280+2%$4.0M$4.1M+$134.8K2026-10-15
Finivi Inc.
INCREASED12,40112,207+194+2%$4.0M$4.1M+$106.9K2026-10-13
Jeppson Wealth Management, LLC
DECREASED12,39712,527-130-1%$4.1M$4.1M+$5632026-10-20
Cranbrook Wealth Management, LLC
DECREASED12,38012,666-286-2%$4.1M$4.1M-$50.3K2026-10-28
Falcon Wealth Planning
INCREASED12,37512,006+369+3%$3.9M$4.1M+$164.1K2026-11-06
Corundum Group, Inc.
INCREASED12,3619,835+2,526+26%$3.2M$4.1M+$870.1K2026-10-28
Sound Income Strategies, LLC
DECREASED12,36013,029-669-5%$4.3M$4.1M-$168.3K2026-10-09
Atlas Capital Advisors Inc.
INCREASED12,35812,081+277+2%$4.0M$6.0M+$2.0M2026-11-09
Carl P. Sherr & Co., LLC
INCREASED12,35012,349+1+0%$4.0M$4.1M+$43.6K2026-11-06
MB, Levis & Associates, LLC
INCREASED12,32512,200+125+1%$4.0M$4.1M+$83.8K2026-10-16
Wolff Wiese Magana LLC
INCREASED12,31612,233+83+1%$4.0M$4.1M+$70.1K2026-10-15
Capital Advisors Wealth Management, LLC
INCREASED12,27412,180+94+1%$4.0M$4.1M+$73.8K2026-10-09
Wealth Management Partners, LLC
DECREASED12,24312,391-148-1%$4.1M$4.1M-$5.3K2026-10-21
Security Financial Services, Inc.
DECREASED12,23312,249-160%$4.0M$4.0M+$37.6K2026-10-29
Compass Financial Management LLC
INCREASED12,21311,737+476+4%$4.0M$4.0M+$28.8K2026-10-30
Tempus Wealth Planning, LLC
INCREASED12,20311,735+468+4%$3.8M$4.0M+$195.7K2026-10-14
SYM Financial Corp
INCREASED12,18811,784+404+3%$3.9M$4.0M+$174.7K2026-10-26
Monument Capital Management
INCREASED12,14712,063+84+1%$3.9M$4.0M+$70.0K2026-10-09
Benedict Financial Advisors Inc
DECREASED12,14013,077-937-7%$4.3M$4.0M-$264.2K2026-10-07
Grandview Asset Management LLC
DECREASED12,13617,540-5,404-31%$5.7M$4.0M-$1.7M2026-10-19
Blue Square Asset Management, LLC
DECREASED12,08212,647-565-4%$4.1M$4.0M-$142.6K2026-11-02
Blueprint Financial Advisors LLC
INCREASED12,07911,552+527+5%$3.8M$4.0M+$214.9K2026-10-28
Cookson Peirce & Co Inc
INCREASED12,06511,520+545+5%$3.8M$4.0M+$220.8K2026-10-30
Sovran Advisors, LLC
DECREASED12,05817,417-5,359-31%$6.2M$4.1M-$2.1M2026-11-02
Clark Asset Management, LLC
DECREASED12,05412,407-353-3%$4.1M$4.0M-$73.4K2026-10-19
St. Johns Investment Management Company, LLC
DECREASED12,05412,275-221-2%$4.0M$4.0M-$30.2K2026-10-30
Marin Bay Wealth Advisors, LLC
INCREASED12,05211,990+62+1%$3.9M$4.0M+$62.6K2026-10-28
QV Investors Inc.
DECREASED12,04512,245-200-2%$4.0M$4.0K-$4.0M2026-10-20
CRA Financial Services, LLC
INCREASED12,02411,963+61+1%$3.9M$4.0M+$62.1K2026-10-16
Waratah Capital Advisors Ltd.
INCREASED12,021810+11,211+1384%$265.1K$4.0M+$3.7M2026-11-06
Kennebec Savings Bank
INCREASED12,01111,869+142+1%$3.9M$4.0M+$88.5K2026-10-22
Insight Wealth Strategies, LLC
INCREASED12,00711,874+133+1%$4.0M$4.0M+$5.6K2026-10-09
Eulav Asset Management
UNCHANGED12,00012,00000%$3.9M$4.0M+$42.0K2026-10-23
Abundance Wealth Counselors
DECREASED11,99712,193-196-2%$4.0M$4.0M-$22.2K2026-10-26
Ignite Planners, LLC
INCREASED11,96211,082+880+8%$3.6M$4.0M+$344.1K2026-10-14
CGN Advisors LLC
DECREASED11,95612,941-985-8%$4.2M$4.0M-$280.7K2026-10-21
TradeWell Securities, Llc.
DECREASED11,95212,204-252-2%$4.0M$4.0M-$40.7K2026-10-21
Lantern Wealth Advisors, LLC
INCREASED11,92411,818+106+1%$3.9M$3.9M+$76.5K2026-10-22
Virtus Wealth Solutions LLC
DECREASED11,91612,175-259-2%$4.0M$3.9M-$42.9K2026-11-03
China Universal Asset Management Co., Ltd.
INCREASED11,89010,483+1,407+13%$3.4M$4.0M+$551.5K2026-10-28
Jones Kertz & Associates, Inc.
DECREASED11,88411,949-65-1%$3.9M$3.9M+$20.3K2026-10-28
Sage Investment Advisers LLC
DECREASED11,88212,143-261-2%$4.0M$3.9M-$43.7K2026-10-21
Cerro Pacific Wealth Advisors LLC
DECREASED11,88012,045-165-1%$3.9M$3.9M-$12.4K2026-10-22
Peoples Bank
DECREASED11,86911,909-400%$3.9M$3.9M+$28.5K2026-10-26
Ellerson Group Inc
DECREASED11,84412,309-465-4%$4.0M$4.0M-$26.1K2026-11-04
Revisor Wealth Management LLC
DECREASED11,84212,050-208-2%$3.9M$4.0M+$47.4K2026-10-20
Roman Butler Fullerton & Co
INCREASED11,81611,708+108+1%$3.9M$3.9M+$24.4K2026-10-27
Compass Capital Management, Inc
INCREASED11,8159,804+2,011+21%$3.2M$3.9M+$699.6K2026-11-06
SmartHarvest Portfolios, LLC
DECREASED11,75613,371-1,615-12%$4.4M$3.9M-$487.3K2026-10-26
Correct Capital Wealth Management
DECREASED11,70711,906-199-2%$3.9M$3.9M-$24.2K2026-11-02
Central Pacific Bank - Trust Division
DECREASED11,70012,721-1,021-8%$4.2M$3.9M-$293.3K2026-10-06
Financial Management Professionals, Inc.
DECREASED11,68411,693-90%$3.8M$3.9M+$37.9K2026-10-23
Drive Wealth Management, LLC
INCREASED11,65910,377+1,282+12%$3.4M$3.9M+$460.4K2026-11-09
Summit Asset Management, LLC
DECREASED11,60611,656-500%$3.8M$3.8M+$24.3K2026-11-05
Iams Wealth Management, LLC
DECREASED11,60412,827-1,223-10%$4.2M$3.8M-$359.7K2026-10-15
Plancorp, LLC
INCREASED11,5929,998+1,594+16%$3.3M$3.9M+$562.2K2026-11-03
Ballast Rock Private Wealth LLC
INCREASED11,57911,577+2+0%$3.8M$3.8M+$40.9K2026-10-26
LifeSteps Financial, Inc.
INCREASED11,56811,304+264+2%$3.7M$3.8M+$127.1K2026-10-15
Great Diamond Partners, LLC
DECREASED11,56511,594-290%$3.8M$3.8M+$31.0K2026-10-13
Keeler Thomas Management LLC
DECREASED11,55211,667-115-1%$3.8M$3.8M+$2.8K2026-10-29
Bell Asset Management Ltd
DECREASED11,52530,236-18,711-62%$9.9M$3.8M-$6.1M2026-10-08
Brady Martz Wealth Solutions, LLC
DECREASED11,52212,189-667-5%$4.0M$3.8M-$178.3K2026-11-05
Rockingstone Advisors LLC
DECREASED11,49711,562-65-1%$3.8M$3.8M+$19.0K2026-10-16
U S Wealth Group, Llc.
INCREASED11,48411,454+30+0%$3.7M$3.8M+$50.0K2026-11-09
GKV Capital Management Co., Inc.
DECREASED11,48311,642-159-1%$3.8M$3.8M-$11.9K2026-11-06
Retirement Planning Group, LLC
INCREASED11,47910,597+882+8%$3.5M$3.8M+$328.7K2026-10-19
Greg Jennings, LLC
NEW11,460—+11,460——$3.8M—2026-10-19
Mitchell Sinkler & Starr
INCREASED11,45211,373+79+1%$3.7M$3.8M+$65.6K2026-10-13
Atwood & Palmer Inc
INCREASED11,4318,799+2,632+30%$2.9M$3.8M+$901.4K2026-10-08
Balefire, LLC
DECREASED11,41712,118-701-6%$4.0M$3.8M-$189.6K2026-10-09
Lakeshore Financial Planning, Inc.
INCREASED11,41411,366+48+0%$3.7M$3.8M+$54.9K2026-10-13
O'Keefe Stevens Advisory, Inc.
INCREASED11,41210,776+636+6%$3.5M$3.8M+$248.4K2026-10-09
Kenora Financial, LLC
DECREASED11,38811,444-560%$3.7M$3.8M+$21.5K2026-10-20
Gallagher Capital Advisors, LLC
DECREASED11,38011,390-100%$3.7M$3.8M+$36.6K2026-10-09
Valley National Advisers Inc
INCREASED11,36811,352+16+0%$3.7M$3.8M+$44.8K2026-10-23
Sjbenen Advisory, LLC
INCREASED11,3619,700+1,661+17%$3.2M$3.8M+$571.3K2026-10-19
West Paces Advisors Inc.
INCREASED11,32211,218+104+1%$3.7M$3.7M+$73.7K2026-10-13
ROI Financial Advisors, LLC
INCREASED11,31611,059+257+2%$3.6M$3.7M+$123.6K2026-10-19
Rhodes Investment Advisors Inc
DECREASED11,28611,404-118-1%$3.7M$3.7M+$8762026-10-07
Aspetuck Financial Management LLC
DECREASED11,25111,461-210-2%$3.8M$3.7M-$29.4K2026-11-04
Pinnacle Wealth Management Group, Inc.
INCREASED11,23910,848+391+4%$3.6M$3.7M+$167.5K2026-10-15
NBH Bank
INCREASED11,23111,166+65+1%$3.7M$3.7M+$60.6K2026-11-05
Well Done, LLC
INCREASED11,20810,579+629+6%$3.5M$3.7M+$244.9K2026-10-20
Dickmeyer Boyce Financial Management, Inc.
DECREASED11,18511,209-240%$3.7M$3.7M+$31.6K2026-10-08
Curated Wealth Partners LLC
INCREASED11,1776,369+4,808+75%$2.1M$3.7M+$1.6M2026-10-15
Sonata Capital Group Inc
DECREASED11,17011,510-340-3%$3.8M$3.7M-$72.2K2026-10-19
AA Financial Advisors, LLC
INCREASED11,14410,780+364+3%$3.5M$3.7M+$158.3K2026-10-19
Auxano Advisors, LLC
DECREASED11,13111,259-128-1%$3.7M$3.7M-$3.0K2026-11-06
Marble Harbor Investment Counsel, LLC
UNCHANGED11,10911,10900%$3.6M$3.7M+$38.9K2026-11-06
Slocum, Gordon & Co LLP
DECREASED11,10111,136-350%$3.6M$3.7M+$27.4K2026-10-19
Saxon Interests, Inc.
DECREASED11,06615,495-4,429-29%$5.1M$3.7M-$1.4M2026-10-26
TCI Wealth Advisors, Inc.
DECREASED11,04011,105-65-1%$3.6M$3.7M+$17.6K2026-10-30
Daytona Street Capital LLC
DECREASED11,01711,203-186-2%$3.8M$3.7M-$112.2K2026-10-15
Versant Capital Management, Inc
INCREASED11,00810,685+323+3%$3.5M$3.6M+$144.5K2026-10-02
Blodgett Wealth Advisors, LLC
INCREASED10,98310,916+67+1%$3.6M$3.6M+$60.2K2026-10-23
Prairie Advisory, LLC
INCREASED10,9505,467+5,483+100%$1.8M$3.6M+$1.8M2026-10-19
Moss Adams Wealth Advisors LLC
DECREASED10,94012,635-1,695-13%$4.1M$3.6M-$516.7K2026-10-28
Inscription Capital, LLC
DECREASED10,93214,985-4,053-27%$4.9M$3.6M-$1.3M2026-11-02
Northern Financial Advisors Inc
INCREASED10,92610,837+89+1%$3.5M$3.6M+$67.4K2026-10-29
Pekin Hardy Strauss, Inc.
DECREASED10,91211,136-224-2%$3.6M$3.6M-$35.1K2026-11-02
Vicus Capital
DECREASED10,89710,978-81-1%$3.6M$3.6M+$11.5K2026-11-05
G&S Capital LLC
DECREASED10,88011,024-144-1%$3.6M$3.6M-$8.9K2026-10-23
V-Square Quantitative Management LLC
INCREASED10,84410,469+375+4%$3.4M$3.6M+$160.7K2026-10-15
Strong Retirement Solutions LLC
DECREASED10,80811,131-323-3%$3.6M$3.6M-$67.9K2026-10-07
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED10,77810,913-135-1%$3.8M$3.6M-$186.5K2026-10-21
FinArc Investments, Inc.
DECREASED10,76310,930-167-2%$3.6M$3.6M-$17.0K2026-10-14
Continental Advisors LLC
UNCHANGED10,73510,73500%$3.5M$3.6M+$37.6K2026-10-13
Exchange Bank
DECREASED10,68610,858-172-2%$3.6M$3.5M-$18.9K2026-10-07
GS Investments, Inc.
DECREASED10,65310,718-65-1%$3.5M$3.5M+$16.0K2026-11-05
BankPlus Wealth Management LLC
INCREASED10,64010,609+31+0%$3.5M$3.5M+$45.8K2026-10-13
Hager Investment Management Services, LLC
DECREASED10,62011,515-895-8%$3.8M$3.5M-$255.7K2026-11-04
Financial Perspectives, Inc
DECREASED10,61410,646-320%$3.5M$3.5M+$26.7K2026-11-03
Bigelow Investment Advisors, LLC
DECREASED10,60810,630-220%$3.5M$3.5M+$29.9K2026-10-13
Hilltop National Bank
DECREASED10,59811,391-793-7%$3.7M$3.5M-$222.5K2026-10-14
Bradyco, Inc.
DECREASED10,58711,007-420-4%$3.6M$3.5M-$100.4K2026-11-03
McGlone Suttner Wealth Management, Inc.
INCREASED10,57910,505+74+1%$3.4M$3.5M+$61.4K2026-10-13
Convergence Financial, LLC
DECREASED10,56421,503-10,939-51%$7.0M$3.5M-$3.5M2026-10-27
WealthBridge Capital Management, LLC
INCREASED10,56110,503+58+1%$3.4M$3.5M+$55.9K2026-10-16
Bernicke Wealth Management, Ltd.
DECREASED10,54910,706-157-1%$3.5M$3.5M-$14.6K2026-11-06
RW Investment Management LLC
INCREASED10,54210,318+224+2%$3.4M$3.5M+$110.2K2026-11-03
WBH Advisory Inc
INCREASED10,53710,201+336+3%$3.3M$3.5M+$146.9K2026-11-05
JSF Financial, LLC
INCREASED10,49910,206+293+3%$3.3M$3.5M+$132.7K2026-10-22
TSG Advice Partners, LLC
NEW10,473—+10,473——$3.4M—2026-10-29
Childress Capital Advisors, LLC
INCREASED10,4709,867+603+6%$3.2M$3.5M+$234.1K2026-10-28
Shuttleworth & Co
DECREASED10,46310,567-104-1%$3.5M$3.5M+$2.6K2026-10-30
Neumann Capital Management, LLC
NEW10,450—+10,450——$3.5M—2026-10-15
Harmony Asset Management LLC
INCREASED10,43910,378+61+1%$3.4M$3.5M+$56.3K2026-10-20
Abel Hall, LLC
INCREASED10,43610,120+316+3%$3.3M$3.5M+$140.0K2026-10-19
Financial Solutions Advisory Group, Inc.
DECREASED10,40810,413-50%$3.5M$3.5M+$42.6K2026-10-28
Rossby Financial, LCC
INCREASED10,3939,077+1,316+15%$3.0M$3.4M+$467.2K2026-11-05
Eads & Heald Wealth Management
DECREASED10,38810,618-230-2%$3.5M$3.4M-$38.9K2026-10-29
Morton Capital Management LLC
DECREASED10,38110,708-327-3%$3.5M$3.4M-$70.8K2026-10-23
Root Financial Partners, LLC
INCREASED10,3478,305+2,042+25%$2.7M$3.4M+$704.7K2026-10-21
Summit Financial Strategies, Inc.
DECREASED10,31810,328-100%$3.4M$3.4M+$32.8K2026-10-14
VUB Generali dochodkova spravcovska spolocnost, a.s.
DECREASED10,31210,537-225-2%$3.4M$3.4M-$37.6K2026-10-26
Hazlett, Burt & Watson, Inc.
DECREASED10,30810,516-208-2%$3.0M$2.8M-$157.9K2026-11-04
Autumn Glory Partners, LLC
INCREASED10,29410,293+1+0%$3.4M$3.4M+$36.3K2026-10-26
Allegheny Financial Group
INCREASED10,28510,284+1+0%$3.4M$3.4M+$36.2K2026-11-05
Balboa Wealth Partners
DECREASED10,28010,462-182-2%$3.4M$3.4M-$23.3K2026-10-20
Hudson Canyon Capital Management
DECREASED10,25310,870-617-6%$3.6M$3.4M-$166.1K2026-11-04
Elmwood Wealth Management, Inc.
DECREASED10,24510,295-500%$3.4M$3.4M+$19.7K2026-10-14
Etesian Wealth Advisors, Inc.
DECREASED10,23910,931-692-6%$3.6M$3.4M-$190.7K2026-10-27
Net Worth Advisory Group
INCREASED10,2388,187+2,051+25%$2.7M$3.4M+$731.2K2026-10-20
Catherine Avery Investment Management LLC
DECREASED10,23322,241-12,008-54%$7.3M$3.4M-$3.9M2026-10-14
Birinyi Associates Inc
DECREASED10,23010,726-496-5%$3.5M$3.4K-$3.5M2026-10-28
Arcataur Capital Management LLC
DECREASED10,23010,256-260%$3.4M$3.4M+$27.3K2026-10-21
Shum Financial Group, Inc.
DECREASED10,21410,337-123-1%$3.4M$3.4M-$4.5K2026-10-13
Global Trust Asset Management, LLC
INCREASED10,19010,091+99+1%$3.3M$3.4M+$68.1K2026-10-19
Barrett & Company, Inc.
INCREASED10,1779,919+258+3%$3.2M$3.4M+$120.3K2026-10-22
Hunter Associates Investment Management LLC
DECREASED10,17710,205-280%$3.3M$3.4K-$3.3M2026-10-26
Oslo Pensjonsforsikring AS
INCREASED10,13410,019+115+1%$3.3M$3.4M+$73.1K2026-10-15
United Community Bank
INCREASED10,12010,015+105+1%$3.3M$3.3M+$69.8K2026-10-28
Philadelphia Investment Partners, LLC
DECREASED10,11210,442-330-3%$3.4M$3.3M-$74.0K2026-11-09
Tower View Wealth Management LLC
INCREASED10,0869,245+841+9%$3.0M$3.3M+$310.6K2026-10-23
Paragon Private Wealth Management, LLC
DECREASED10,05312,117-2,064-17%$4.0M$3.3M-$640.4K2026-10-20
Meadow Creek Wealth Advisors LLC
DECREASED10,03610,130-94-1%$3.3M$3.3M+$4.4K2026-11-02
Lee Financial Co
INCREASED10,0259,947+78+1%$3.3M$3.3M+$60.6K2026-10-16
Sage Rhino Capital LLC
INCREASED10,0199,855+164+2%$3.2M$3.3M+$88.7K2026-10-28
Meridian Financial Partners LLC
DECREASED10,01310,029-160%$3.5M$3.4M-$119.5K2026-10-23
Regent Peak Wealth Advisors LLC
INCREASED9,9987,828+2,170+28%$2.6M$3.3M+$745.7K2026-10-13
First County Bank
INCREASED9,9979,744+253+3%$3.2M$3.3M+$117.8K2026-10-13
Adelphi Trust Co
INCREASED9,9819,825+156+2%$3.2M$3.3M+$86.0K2026-10-05
Vista Investment Partners LLC
INCREASED9,9669,951+15+0%$3.3M$3.3M+$39.7K2026-10-08
Oder Investment Management, LLC
DECREASED9,94310,080-137-1%$3.3M$3.3M-$10.1K2026-11-09
PKS Advisory Services, LLC
UNCHANGED9,9439,94300%$3.3M$3.3M$02026-10-26
CKW Financial Group
INCREASED9,9209,755+165+2%$3.3K$3.3K+$462026-10-29
Gleason Group, Inc.
DECREASED9,90810,577-669-6%$3.5M$3.3M-$184.4K2026-10-15
Gen-Wealth Partners Inc
INCREASED9,8899,777+112+1%$3.2M$3.3M+$71.0K2026-11-04
Union Savings Bank
DECREASED9,88710,421-534-5%$3.4M$3.3M-$140.2K2026-10-14
Trail Ridge Investment Advisors, LLC
DECREASED9,8419,869-280%$3.2M$3.3M+$25.3K2026-10-16
Black Diamond Financial, LLC
INCREASED9,8189,300+518+6%$3.0M$3.2M+$203.8K2026-10-26
TKG Advisors, LLC
INCREASED9,8159,667+148+2%$3.2M$3.2M+$82.8K2026-11-02
First Financial Corp
DECREASED9,81210,030-218-2%$3.3M$3.2M-$37.0K2026-10-13
Woodward Diversified Capital, LLC
DECREASED9,80810,056-248-2%$3.3M$3.2M-$46.8K2026-10-21
Anchyra Partners LLC
INCREASED9,7998,683+1,116+13%$2.8M$3.2M+$399.6K2026-10-13
Applied Capital LLC
INCREASED9,7839,771+12+0%$3.2M$3.2M+$38.2K2026-10-07
Ramsay, Stattman, Vela & Price, Inc.
DECREASED9,7759,795-200%$3.2M$3.2M+$27.7K2026-10-19
Personal CFO Solutions, LLC
DECREASED9,7659,982-217-2%$3.3M$3.2M-$36.8K2026-11-06
Uhlmann Price Securities, LLC
DECREASED9,76110,486-725-7%$3.4M$3.2M-$203.4K2026-11-03
Evergreen Wealth Management, LLC
INCREASED9,7499,704+45+0%$3.2M$3.2M+$48.9K2026-11-06
Vaquero Private Wealth, LTD
DECREASED9,7429,767-250%$3.2M$3.2M+$25.9K2026-10-27
Letson Investment Management, Inc.
DECREASED9,73910,311-572-6%$3.4M$3.2M-$153.2K2026-11-05
Oarsman Capital, Inc.
INCREASED9,7219,101+620+7%$3.0M$3.2M+$236.9K2026-11-05
Kelleher Financial Advisors
DECREASED9,71518,751-9,036-48%$6.1M$3.2M-$2.9M2026-10-30
S.E.E.D. Planning Group LLC
DECREASED9,7159,927-212-2%$3.2M$3.2M-$35.4K2026-10-07
Cacti Asset Management LLC
DECREASED9,71010,060-350-3%$3.3M$3.3M-$40.3K2026-10-01
GoalVest Advisory LLC
INCREASED9,7109,656+54+1%$3.2M$3.2M+$51.7K2026-10-02
Point Windward Advisors Inc.
DECREASED9,70010,181-481-5%$3.3M$3.2M-$123.5K2026-11-06
Wernau Asset Management Inc.
DECREASED9,6869,835-149-2%$3.2M$3.2M-$14.9K2026-10-19
Temasek Holdings (Private) Ltd
DECREASED9,68229,588-19,906-67%$9.7M$3.2M-$6.5M2026-10-28
Legacy Bridge, LLC
DECREASED9,6109,712-102-1%$3.2M$3.2M+$2482026-10-28
HMS Capital Management, LLC
INCREASED9,5919,506+85+1%$3.1M$3.2M+$61.5K2026-10-20
Reik & Co., LLC
UNCHANGED9,5909,59000%$3.1M$3.2M+$33.6K2026-10-27
High Net Worth Advisory Group LLC
INCREASED9,5809,458+122+1%$3.1M$3.2M+$73.5K2026-10-26
First Citizens Financial Corp
UNCHANGED9,5719,57100%$3.1M$3.2M+$33.5K2026-10-02
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
DECREASED9,5499,602-53-1%$3.1M$3.2M+$16.1K2026-10-21
Quantum Financial Advisors, LLC
INCREASED9,5319,511+20+0%$3.1M$3.2M+$39.9K2026-11-03
Trust Investment Advisors
INCREASED9,5268,541+985+12%$2.8M$3.2M+$355.6K2026-10-20
Chapman Investment Management, LLC
NEW9,521—+9,521——$3.1M—2026-11-03
Kepler Cheuvreux (Suisse) SA
DECREASED9,50813,393-3,885-29%$4.4M$3.1M-$1.2M2026-10-20
Florida Financial Advisors, LLC
INCREASED9,4847,877+1,607+20%$2.6M$3.1M+$557.7K2026-11-09
Core Wealth Partners LLC
DECREASED9,48110,716-1,235-12%$3.5M$3.1M-$371.0K2026-11-02
Weil Company, Inc.
INCREASED9,4789,436+42+0%$3.1M$3.1M+$46.9K2026-10-14
Prentice Wealth Management LLC
INCREASED9,4689,298+170+2%$3.0M$3.1M+$88.8K2026-10-20
First Bank & Trust
DECREASED9,4649,538-74-1%$3.1M$3.1M+$8.9K2026-10-19
Powell Investment Advisors, LLC
UNCHANGED9,4519,45100%$3.1M$3.1M+$33.1K2026-10-22
Asio Capital, LLC
INCREASED9,4469,178+268+3%$3.0M$3.1M+$120.8K2026-10-19
DE Burlo Group Inc
DECREASED9,4419,581-140-1%$3.1M$3.1M-$12.7K2026-11-05
Terril Brothers, Inc.
UNCHANGED9,4259,42500%$3.1M$3.1M+$33.0K2026-11-06
Keudell ison Wealth Management
DECREASED9,4159,490-75-1%$3.1M$3.1M+$8.2K2026-10-16
Oak Thistle LLC
INCREASED9,3861,319+8,067+612%$431.7K$3.1M+$2.7M2026-10-21
Woodard & Co Asset Management Group Inc
DECREASED9,3569,594-238-2%$3.1M$3.1M-$45.0K2026-11-03
Redhawk Wealth Advisors, Inc.
INCREASED9,3469,296+50+1%$3.0M$3.1M+$49.1K2026-10-14
Boomfish Wealth Group, LLC
DECREASED9,3409,353-130%$3.1M$3.1M+$28.4K2026-10-22
Victory Financial Group, LLC
INCREASED9,3395,075+4,264+84%$1.7M$3.1M+$1.4M2026-10-27
Inman Jager Wealth Management, LLC
DECREASED9,3029,452-150-2%$3.1M$3.1M-$16.4K2026-11-05
Legacy Wealth Management, LLC / MS
DECREASED9,3009,928-628-6%$3.2M$3.1M-$173.0K2026-10-30
Vivid Wealth Management, LLC
DECREASED9,2919,453-162-2%$3.1M$3.1M-$20.6K2026-10-27
Alexander Randolph Advisory, Inc.
DECREASED9,2879,385-98-1%$3.1M$3.1M+$1372026-11-04
Windsor Capital Management, LLC
INCREASED9,2749,139+135+1%$3.0M$3.1M+$76.4K2026-10-13
InTrack Investment Management Inc
DECREASED9,26110,068-807-8%$3.3M$3.1M-$231.9K2026-10-15
Schneider Downs Wealth Management Advisors, LP
INCREASED9,2588,889+369+4%$2.9M$3.1M+$153.0K2026-10-27
Kingstone Capital Partners Texas, LLC
INCREASED9,1989,173+25+0%$3.0M$3.0M+$40.1K2026-11-03
Trillium Asset Management, LLC
DECREASED9,1809,482-302-3%$3.1M$3.0M-$66.7K2026-11-09
LexAurum Advisors, LLC
DECREASED9,1759,218-430%$3.0M$3.0M+$17.9K2026-10-19
Park Edge Advisors, LLC
DECREASED9,16812,180-3,012-25%$4.0M$3.0M-$954.0K2026-10-28
1900 Wealth Management LLC
INCREASED9,1478,355+792+9%$2.7M$3.0M+$291.2K2026-10-13
Sunbeam Capital Management, LLC
DECREASED9,1469,542-396-4%$3.1M$3.0M-$97.4K2026-11-05
Cannon Capital Management, Inc.
INCREASED9,1148,980+134+1%$2.9M$3.0M+$75.8K2026-11-03
Keystone Wealth Services, LLC
INCREASED9,1088,437+671+8%$2.8M$3.1M+$289.3K2026-11-03
Pinion Investment Advisors, LLC
INCREASED9,1019,032+69+1%$3.0M$3.0M+$54.3K2026-11-04
Towne Trust Company, N.a
INCREASED9,0988,261+837+10%$2.7M$3.0M+$305.8K2026-10-28
CFC Planning Co LLC
UNCHANGED9,0859,08500%$3.0M$3.0M+$31.9K2026-10-28
Capital Advisors, Ltd. LLC
DECREASED9,05710,026-969-10%$3.3K$3.0K-$2862026-10-27
Ethos Capital Management, Inc.
INCREASED9,0508,398+652+8%$2.7M$3.0M+$245.2K2026-11-03
Financial Management Network Inc
DECREASED8,9878,995-80%$3.1M$3.0M-$81.0K2026-10-09
Elco Management Co., LLC
INCREASED8,9638,856+107+1%$2.9M$3.0M+$66.6K2026-10-14
Sunpointe, LLC
DECREASED8,9479,130-183-2%$3.0M$3.0M-$28.7K2026-10-22
Clear Wave Wealth Management LLC
INCREASED8,9468,720+226+3%$2.9M$3.0M+$105.3K2026-11-04
Byrne Asset Management LLC
INCREASED8,9258,888+37+0%$2.9M$3.0M+$64.3K2026-10-06
Deltec Asset Management LLC
UNCHANGED8,9258,92500%$2.9M$3.0M+$31.2K2026-10-26
Virtue Capital Management, LLC
INCREASED8,8908,533+357+4%$2.8M$2.9M+$148.6K2026-10-29
Norris Perne & French LLP
DECREASED8,8759,917-1,042-11%$3.2M$2.9M-$310.0K2026-10-23
Shaker Investments LLC
INCREASED8,8728,630+242+3%$2.8M$2.9M+$110.3K2026-11-05
Cape ANN Savings Bank
DECREASED8,8728,972-100-1%$2.9M$2.9M-$1.7K2026-11-09
Iron Financial LLC
DECREASED8,8709,134-264-3%$3.0M$2.9M-$55.4K2026-10-23
McAdam, LLC
INCREASED8,8618,014+847+11%$2.6M$2.9M+$308.4K2026-10-21
Private Client Services, LLC
DECREASED8,8559,949-1,094-11%$3.3M$2.9M-$327.1K2026-10-02
IFG Advisors, LLC
INCREASED8,8498,748+101+1%$2.9M$2.9M+$64.0K2026-10-15
Directional Asset Management
DECREASED8,8489,878-1,030-10%$3.2M$2.9M-$306.3K2026-10-22
Waterway Wealth Management, LLC
INCREASED8,8438,739+104+1%$2.9M$2.9M+$65.2K2026-10-28
Bullock Wealth Management Group
DECREASED8,8409,341-501-5%$3.1M$2.9M-$175.2K2026-10-09
Foster Group, Inc.
DECREASED8,8388,862-240%$2.9M$2.9M+$23.2K2026-10-13
Emprise Bank
DECREASED8,8368,997-161-2%$2.9M$2.9M-$21.8K2026-10-07
Vista Investment Partners II, LLC
DECREASED8,8188,972-154-2%$2.9M$2.9M-$19.7K2026-10-15
Bennett Selby Investments LP
INCREASED8,8188,800+18+0%$2.9M$2.9M+$36.8K2026-10-19
Lederer & Associates Investment Counsel
DECREASED8,8018,899-98-1%$2.9K$2.9K-$12026-10-23
AK Global Asset Management, LLC
UNCHANGED8,8008,80000%$2.9M$2.9M+$30.8K2026-10-27
HBW Advisory Services LLC
INCREASED8,7988,014+784+10%$2.6M$2.9M+$287.3K2026-10-15
Cromwell Holdings LLC
DECREASED8,7919,150-359-4%$3.0M$2.9M-$86.7K2026-10-28
Meridian Investment Counsel Inc.
DECREASED8,7908,925-135-2%$2.9M$2.9M-$13.4K2026-10-14
Legacy Edge Advisors, LLC
DECREASED8,7818,830-49-1%$2.9M$2.9M+$14.7K2026-11-06
M. Kraus & Co
UNCHANGED8,7628,76200%$2.9M$2.9M+$30.7K2026-10-20
Fortitude Advisory Group L.L.C.
INCREASED8,7618,476+285+3%$2.8M$2.9M+$124.1K2026-10-15
1620 Investment Advisors, Inc.
INCREASED8,7618,618+143+2%$2.8M$2.9M+$77.4K2026-11-04
Bath Savings Trust Co
INCREASED8,7548,729+25+0%$2.9M$2.9M+$38.8K2026-10-07
Hummer Financial Advisory Services Inc
UNCHANGED8,7408,74000%$2.9M$2.9M+$30.6K2026-10-09
McElhenny Sheffield Capital Management, LLC
INCREASED8,7258,372+353+4%$2.7M$2.9M+$146.1K2026-11-06
Jnba Financial Advisors
INCREASED8,7138,578+135+2%$2.8M$2.9M+$74.7K2026-11-03
Brian LOW Financial Group, LLC
INCREASED8,6787,833+845+11%$2.6M$2.9M+$307.1K2026-10-28
Costello Asset Management, Inc
DECREASED8,6778,700-230%$2.8M$2.9M+$22.8K2026-10-30
Cora Capital Advisors LLC
DECREASED8,6368,648-120%$2.8M$2.9M+$26.4K2026-11-02
City State Bank
DECREASED8,5928,656-64-1%$2.8M$2.8M+$9.1K2026-10-20
Citadel Investment Advisory, Inc.
INCREASED8,5898,422+167+2%$2.8M$2.8M+$84.0K2026-10-15
Greatmark Investment Partners, Inc.
UNCHANGED8,5778,57700%$2.8M$2.8M+$30.0K2026-10-28
Aafmaa Wealth Management & Trust LLC
DECREASED8,5678,898-331-4%$2.9M$2.8M-$78.4K2026-10-14
Westbourne Investment Advisors, Inc.
UNCHANGED8,5558,55500%$2.8M$2.8M+$29.9K2026-10-20
Granite Group Advisors, LLC
DECREASED8,54910,352-1,803-17%$3.4M$2.8M-$560.1K2026-10-14
Global Wealth Strategies & Associates
INCREASED8,5498,027+522+7%$2.6M$2.8M+$200.9K2026-10-02
Affiance Financial, LLC
INCREASED8,5398,532+7+0%$2.8M$2.8M+$32.5K2026-10-15
Roxbury Financial LLC
INCREASED8,5388,385+153+2%$2.7M$2.8M+$80.1K2026-10-01
Washington Capital Management, Inc
DECREASED8,5259,000-475-5%$2.9M$2.8M-$125.6K2026-10-19
BG Investment Services, LLC
INCREASED8,520704+7,816+1110%$230.5K$2.8M+$2.6M2026-10-23
Mainstream Capital Management LLC
DECREASED8,5158,738-223-3%$2.9M$2.8M-$43.2K2026-10-23
Wellington Shields Capital Management, LLC
DECREASED8,50072,948-64,448-88%$23.9M$2.8M-$21.1M2026-11-03
Wellington Shields & Co., LLC
DECREASED8,50048,314-39,814-82%$15.8M$2.8M-$13.0M2026-11-03
Capital Management Associates
UNCHANGED8,5008,50000%$2.8M$2.8M+$29.8K2026-11-03
Curtis Advisory Group, LLC
UNCHANGED8,5008,50000%$2.8M$2.8M+$29.8K2026-10-28
Oakwell Private Wealth Management, LLC
INCREASED8,4967,670+826+11%$2.5M$2.8M+$300.1K2026-11-06
Rose Capital Advisors LLC
INCREASED8,4773,234+5,243+162%$1.1M$2.8M+$1.7M2026-11-04
Legacy Advisors, LLC
DECREASED8,46718,800-10,333-55%$6.2M$2.8M-$3.4M2026-10-19
Vista Capital Partners, Inc.
INCREASED8,4307,589+841+11%$2.5M$2.8M+$304.8K2026-11-06
Samalin Investment Counsel, LLC
INCREASED8,4308,381+49+1%$2.7M$2.8M+$45.5K2026-10-23
First Heartland Consultants, Inc.
INCREASED8,3818,168+213+3%$2.7M$2.8M+$99.3K2026-10-08
Cheviot Value Management, LLC
INCREASED8,3658,273+92+1%$2.7M$2.8M+$59.2K2026-11-09
Hartline Investment Corp/
DECREASED8,36014,251-5,891-41%$4.7M$2.8M-$1.9M2026-10-29
Monte Financial Group, LLC
UNCHANGED8,3218,32100%$2.9M$2.8M-$174.4K2026-11-02
Grant Private Wealth Management Inc
DECREASED8,3149,490-1,176-12%$3.1M$2.8M-$356.1K2026-10-19
Bay Capital Advisors, LLC
DECREASED8,2998,380-81-1%$2.7M$2.7M+$2.5K2026-10-16
Income Insurance Ltd
DECREASED8,2798,359-80-1%$2.7M$2.7M+$2.8K2026-10-21
Deane Retirement Strategies, Inc.
DECREASED8,2488,280-320%$2.7M$2.7M+$19.0K2026-10-09
Farrow Financial, Inc.
DECREASED8,2408,252-120%$2.7M$2.7M+$24.9K2026-10-30
Stableford Capital II LLC
DECREASED8,2288,265-370%$2.7M$2.7M+$16.7K2026-10-09
WMS Group LLC
DECREASED8,2278,364-137-2%$2.7M$2.7M-$16.1K2026-11-06
Orrstown Financial Services Inc
DECREASED8,2258,327-102-1%$2.7M$2.7M-$4.6K2026-10-14
Carson Advisory Inc.
DECREASED8,2228,963-741-8%$2.9M$2.7M-$213.6K2026-11-06
Lazari Capital Management, Inc.
DECREASED8,2108,427-217-3%$2.8M$2.7M-$42.4K2026-10-20
Blue Line Capital, LLC / IL
INCREASED8,2017,706+495+6%$2.5M$2.7M+$190.8K2026-11-04
Physicians Financial Services, Inc.
DECREASED8,1828,232-50-1%$2.7M$2.7M+$12.0K2026-11-04
Trilogy Capital Inc.
INCREASED8,1807,052+1,128+16%$2.3M$2.7M+$397.6K2026-10-20
QTR Family Wealth, LLC
DECREASED8,1778,244-67-1%$2.7M$2.7M+$6.8K2026-11-02
Key Client Fiduciary Advisors, LLC
DECREASED8,1678,229-62-1%$2.7M$2.7M+$8.3K2026-10-19
Corrado Advisors, LLC
DECREASED8,1668,281-115-1%$2.7M$2.7M-$8.9K2026-10-27
Lantz Financial LLC
INCREASED8,1658,068+97+1%$2.6M$2.7M+$60.0K2026-10-15
Eagle Wealth Strategies LLC
INCREASED8,1628,148+14+0%$2.7M$2.7M+$33.4K2026-10-20
Stone Wealth Partners
INCREASED8,1604,181+3,979+95%$1.4M$2.7M+$1.3M2026-11-05
Golden Reserve Retirement LLC
INCREASED8,1566,656+1,500+23%$2.2M$2.7M+$519.6K2026-11-02
Asset Advisory Group, Inc.
UNCHANGED8,1428,14200%$2.7M$2.7M+$28.5K2026-10-20
Milestone Asset Management, LLC
DECREASED8,1418,308-167-2%$2.7M$2.7M-$25.9K2026-10-15
American State Bank (Iowa)
INCREASED8,1097,939+170+2%$2.6M$2.7M+$84.0K2026-11-03
Mendel Money Management
DECREASED8,0928,250-158-2%$2.7M$2.7M-$23.4K2026-11-02
Fjell Capital, LLC
INCREASED8,0907,209+881+12%$2.4M$2.7M+$317.0K2026-10-13
Convergence Investment Partners, LLC
DECREASED8,0848,406-322-4%$2.8M$2.7M-$77.2K2026-10-28
Wealth Dimensions Group, Ltd.
INCREASED8,0837,596+487+6%$2.5M$2.7M+$187.8K2026-11-02
Centerpoint Advisory Group
INCREASED8,0838,041+42+1%$2.6M$2.7M+$42.0K2026-10-23
Asahi Life Asset Management Co., Ltd.
DECREASED8,06810,954-2,886-26%$3.6M$2.7M-$916.4K2026-11-06
Warm Springs Advisors Inc.
UNCHANGED8,0678,06700%$2.6M$2.7M+$28.2K2026-10-28
Andrew Hill Investment Advisors, Inc.
INCREASED8,0445,406+2,638+49%$1.8M$2.7M+$891.3K2026-10-22
Waterfront Wealth Inc.
DECREASED8,0448,082-380%$2.7M$2.7M-$22.4K2026-11-03
Syntegra Private Wealth Group, LLC
INCREASED8,0377,772+265+3%$2.5M$2.7M+$114.6K2026-10-13
Midway Capital Research & Management
DECREASED8,0378,122-85-1%$2.7M$2.7M+$3072026-10-20
Delta Investment Management, LLC
INCREASED8,0356,049+1,986+33%$2.0M$2.7M+$678.4K2026-11-09
RFG - Bristol Wealth Advisors, LLC
DECREASED8,0308,035-50%$2.6M$2.7M+$26.3K2026-10-09
Baker Tilly Wealth Management, LLC
DECREASED8,0118,273-262-3%$2.7M$2.7M-$57.9K2026-10-05
Serenity Investment Advisors
UNCHANGED8,0088,00800%$2.8M$2.6M-$165.9K2026-10-30
Arlington Trust Co LLC
INCREASED8,0033,846+4,157+108%$1.3M$2.6M+$1.4M2026-10-20
May Hill Capital, LLC
INCREASED7,9997,496+503+7%$2.5M$2.6M+$192.7K2026-11-03
626 Financial, LLC
DECREASED7,9538,117-164-2%$2.7M$2.6M-$26.0K2026-11-04
Machina Capital S.A.S.
DECREASED7,94813,924-5,976-43%$4.6M$2.6M-$1.9M2026-11-05
Ti-Trust, Inc
INCREASED7,9027,895+7+0%$2.6M$2.6M+$29.9K2026-10-21
Petros Family Wealth, LLC
INCREASED7,9017,566+335+4%$2.5M$2.6M+$137.4K2026-10-28
Palacios Wealth Management, LLC
INCREASED7,8947,754+140+2%$2.5M$2.6M+$73.5K2026-11-04
Gilman Hill Asset Management, LLC
DECREASED7,8918,202-311-4%$2.7M$2.6M-$74.2K2026-10-13
Johnson & White Wealth Management, LLC
INCREASED7,8787,866+12+0%$2.6M$2.6M+$31.3K2026-11-03
Eukles Asset Management
INCREASED7,8757,770+105+1%$2.5M$2.6M+$61.8K2026-11-04
Verum Partners LLC
DECREASED7,8698,511-642-8%$2.8M$2.6M-$182.5K2026-10-21
Stevens Capital Partners
INCREASED7,8687,118+750+11%$2.3M$2.6M+$273.0K2026-10-29
W Advisors, LLC
INCREASED7,8647,746+118+2%$2.5M$2.6M+$66.1K2026-11-02
Whalen Wealth Management Inc.
DECREASED7,85610,708-2,852-27%$3.5M$2.6M-$905.9K2026-10-08
Independent Solutions Wealth Management, LLC
INCREASED7,8335,680+2,153+38%$1.9M$2.6M+$732.2K2026-10-28
Northwest Wealth Management, LLC
INCREASED7,8307,818+12+0%$2.6M$2.6M+$31.5K2026-10-30
Stanley-Laman Group, Ltd.
DECREASED7,8287,956-128-2%$2.6M$2.6M-$14.5K2026-10-20
Storen Legacy Partners, LLC
DECREASED7,8278,978-1,151-13%$2.9M$2.6M-$349.5K2026-11-09
Sather Financial Group Inc
INCREASED7,8197,789+30+0%$2.5M$2.6M+$37.2K2026-10-30
MBA Advisors LLC
DECREASED7,8177,825-80%$2.6M$2.6M+$24.8K2026-10-29
Atticus Wealth Management, LLC
INCREASED7,7957,354+441+6%$2.4M$2.6M+$171.6K2026-10-20
First National Bank Sioux Falls
DECREASED7,7907,954-164-2%$2.5M$2.6M+$111.8K2026-10-13
Dala Group, LLC
INCREASED7,7867,756+30+0%$2.5M$2.6M+$37.1K2026-10-29
Tortuga Wealth Management, Inc
DECREASED7,7767,870-94-1%$2.6M$2.6M-$2.4K2026-10-27
ANB Bank
DECREASED7,7618,101-340-4%$2.7M$2.6M-$84.1K2026-10-09
Defined Wealth Management, LLC
INCREASED7,7417,705+36+0%$2.5M$2.6M+$38.9K2026-10-19
KRS Capital Management, LLC
INCREASED7,7367,713+23+0%$2.5M$2.6M+$34.6K2026-10-16
Fortem Financial Group, LLC
DECREASED7,7228,070-348-4%$2.6M$2.6M-$86.9K2026-10-20
Paulson Wealth Management Inc.
DECREASED7,7217,845-124-2%$2.6M$2.6M-$13.6K2026-11-02
Eley Financial Management, Inc
DECREASED7,7037,726-230%$2.5M$2.5M+$19.4K2026-11-03
Total Wealth Planning & Management, Inc.
DECREASED7,6827,819-137-2%$2.6M$2.5M-$17.9K2026-10-23
Partners Wealth Management, LLC
INCREASED7,6703,248+4,422+136%$1.1M$2.5M+$1.5M2026-10-28
O'Brien Greene & Co. Inc
UNCHANGED7,6687,66800%$2.5M$2.5M+$26.8K2026-11-05
Miller Financial Services LLC
DECREASED7,6677,673-60%$2.5M$2.5M+$24.9K2026-10-20
BXM Wealth LLC
UNCHANGED7,6597,65900%$2.5M$2.5M+$26.8K2026-11-03
O'Domhnaill Enterprises, Inc.
DECREASED7,6458,635-990-11%$2.8M$2.5M-$297.3K2026-10-29
Pacific Capital Partners Ltd
UNCHANGED7,6227,62200%$2.5M$2.5M+$26.7K2026-10-28
Accel Wealth Management
DECREASED7,6047,968-364-5%$2.6M$2.5M-$92.7K2026-10-13
Tortoise Investment Management, LLC
INCREASED7,5857,492+93+1%$2.5M$2.5M+$56.9K2026-11-06
CPA Asset Management Group, LLC
DECREASED7,5547,561-70%$2.5M$2.5M+$24.1K2026-10-26
Riverbend Wealth Management, LLC
DECREASED7,5487,606-58-1%$2.5M$2.5M+$7.5K2026-10-15
Intrua Financial, LLC
INCREASED7,5447,463+81+1%$2.4M$2.5M+$52.6K2026-10-28
Commons Capital, LLC
DECREASED7,5058,098-593-7%$2.7M$2.5M-$167.7K2026-11-05
Kozak & Associates, Inc.
INCREASED7,4887,459+29+0%$2.5M$2.5M+$49.0K2026-10-29
Thrive Wealth Management, LLC
INCREASED7,4857,467+18+0%$2.4M$2.5M+$31.8K2026-10-13
Granite Islands Private Wealth, LLC
INCREASED7,4817,120+361+5%$2.3M$2.5M+$145.7K2026-10-16
Collaborative Fund Advisors, LLC
INCREASED7,4756,906+569+8%$2.3M$2.5M+$212.4K2026-11-02
Sutton Place Investors LLC
INCREASED7,4667,261+205+3%$2.4M$2.5M+$93.0K2026-10-20
Syntax Research, Inc.
DECREASED7,4307,806-376-5%$2.6M$2.5M-$97.1K2026-11-04
R.H. Investment Group, LLC
INCREASED7,4287,390+38+1%$2.4M$2.5M+$38.4K2026-11-09
General Partner, Inc.
UNCHANGED7,4227,42200%$2.4M$2.5M+$26.0K2026-10-05
Crumly & Associates Inc.
INCREASED7,3996,613+786+12%$2.2M$2.4M+$283.0K2026-10-07
Lodestar Private Asset Management LLC
DECREASED7,3947,792-398-5%$2.6M$2.4M-$104.2K2026-10-26
Walled Lake Planning & Wealth Management, LLC
DECREASED7,3907,831-441-6%$2.6M$2.4M-$118.5K2026-10-29
Berman McAleer LLC
INCREASED7,3666,366+1,000+16%$2.1M$2.4M+$353.1K2026-10-16
Heartwood Wealth Advisors LLC
INCREASED7,3647,210+154+2%$2.4M$2.4M+$76.2K2026-10-05
Nabity-Jensen Investment Management Inc
INCREASED7,3627,210+152+2%$2.4M$2.4M+$75.5K2026-10-23
5th Street Advisors, LLC
UNCHANGED7,3627,36200%$2.4M$2.4M+$25.8K2026-11-04
Jmac Enterprises LLC
DECREASED7,3567,956-600-8%$2.6M$2.4M-$170.7K2026-10-30
Karras Company, Inc.
DECREASED7,3477,518-171-2%$2.5M$2.4M-$30.4K2026-10-16
Gilpin Wealth Management, LLC
INCREASED7,3207,127+193+3%$2.3M$2.4M+$88.8K2026-10-09
Trust Co of the South
DECREASED7,3037,701-398-5%$2.5M$2.4M-$104.7K2026-10-21
CWC Advisors, Llc.
INCREASED7,3017,147+154+2%$2.3M$2.4M+$76.0K2026-10-15
Whitaker-Myers Wealth Managers, Ltd.
INCREASED7,2996,623+676+10%$2.2M$2.4M+$246.8K2026-10-09
Howard Financial Services, Ltd.
INCREASED7,2986,588+710+11%$2.2M$2.4M+$257.7K2026-10-15
Elser Financial Planning, Inc
INCREASED7,2827,205+77+1%$2.4M$2.4M+$50.7K2026-10-16
McNaughton Wealth Management, LLC
INCREASED7,2787,222+56+1%$2.4M$2.4M+$43.8K2026-10-09
Altman Advisors, Inc.
DECREASED7,2787,290-120%$2.4M$2.4M+$21.6K2026-11-05
TFC Financial Management, Inc.
INCREASED7,2747,198+76+1%$2.4M$2.4M+$50.3K2026-10-26
Cornerstone Planning Group LLC
DECREASED7,2717,337-66-1%$2.6M$2.4M-$133.6K2026-10-16
Traveka Wealth, LLC
INCREASED7,2546,662+592+9%$2.2M$2.4M+$219.3K2026-10-19
Solidarity Wealth, LLC
INCREASED7,2407,104+136+2%$2.3M$2.4M+$69.9K2026-10-15
Sterling Wealth Management, Inc.
UNCHANGED7,2287,22800%$2.4M$2.4M+$25.3K2026-10-23
bLong Financial, LLC
UNCHANGED7,2257,22500%$2.4M$2.4M+$25.3K2026-10-29
Birchbrook, Inc.
DECREASED7,1948,157-963-12%$2.7M$2.4M-$290.2K2026-10-14
Werba Rubin Papier Wealth Management
INCREASED7,1916,999+192+3%$2.3M$2.4M+$87.9K2026-11-06
Matrix Trust Co
INCREASED7,1766,964+212+3%$2.3K$2.4K+$942026-10-07
SJS Investment Consulting Inc.
INCREASED7,1726,304+868+14%$2.1M$2.4M+$309.2K2026-10-26
Promethium Advisors,llc
DECREASED7,1687,174-60%$2.3M$2.4M+$23.1K2026-10-19
Trust Co
INCREASED7,1667,156+10+0%$2.3M$2.4M+$28.4K2026-10-09
Penn Davis Mcfarland Inc
UNCHANGED7,1507,15000%$2.3M$2.4M+$25.0K2026-10-23
Edgemoor Investment Advisors, Inc.
INCREASED7,1387,132+6+0%$2.3M$2.4M+$26.8K2026-11-03
PUREfi Wealth, LLC
INCREASED7,1256,131+994+16%$2.0M$2.4M+$350.4K2026-10-19
Wincap Financial LLC
DECREASED7,1057,273-168-2%$2.4M$2.4M-$29.8K2026-10-20
Forteris Wealth Management Inc.
DECREASED7,0957,403-308-4%$2.4M$2.3M-$76.0K2026-10-13
Hendershot Investments Inc.
DECREASED7,0887,263-175-2%$2.4M$2.3M-$32.5K2026-11-05
Crew Capital Management, Ltd
INCREASED7,0836,381+702+11%$2.1M$2.3M+$254.6K2026-10-28
Landmark Wealth Management, LLC
DECREASED7,0837,086-30%$2.3M$2.3M+$23.9K2026-11-03
Plante Moran Financial Advisors, LLC
DECREASED7,0807,276-196-3%$2.4M$2.3M-$39.4K2026-11-04
Nicholson Wealth Management Group, LLC
INCREASED7,0766,940+136+2%$2.3M$2.3M+$69.3K2026-11-09
Virtue Asset Management LLC
INCREASED7,0636,857+206+3%$2.2M$2.3M+$92.2K2026-10-21
PFC Capital Group, Inc.
DECREASED7,0607,710-650-8%$2.5M$2.3M-$187.3K2026-11-06
Armor Investment Advisors, LLC
DECREASED7,0437,122-79-1%$2.3M$2.3M-$1.4K2026-10-27
JFS Wealth Advisors, LLC
DECREASED7,0177,044-270%$2.3M$2.3M+$15.6K2026-11-03
Wagner Wealth Management, LLC
INCREASED7,0105,143+1,867+36%$1.7M$2.3M+$635.5K2026-10-21
SC&H Financial Advisors, Inc.
INCREASED7,0076,997+10+0%$2.3M$2.3M+$27.8K2026-10-14
55 North Private Wealth, LLC
INCREASED7,0026,506+496+8%$2.1M$2.3M+$187.0K2026-10-20
Alliance Private Wealth, LLC
DECREASED6,9737,833-860-11%$2.6M$2.3M-$257.1K2026-10-20
Five Oceans Advisors
DECREASED6,9637,409-446-6%$2.4M$2.3M-$121.6K2026-10-22
Balance Wealth Partners LLC
DECREASED6,9498,145-1,196-15%$2.7M$2.3M-$367.1K2026-10-27
West Bancorporation Inc
INCREASED6,9466,244+702+11%$2.0M$2.3M+$254.1K2026-10-29
Fairscale Capital, LLC
INCREASED6,9406,876+64+1%$2.3M$2.4M+$99.6K2026-11-04
Uptick Partners, LLC
DECREASED6,9247,770-846-11%$2.5M$2.3M-$252.7K2026-11-04
LVZ, Inc.
INCREASED6,9116,727+184+3%$2.2M$2.3M+$84.4K2026-10-20
B.A. Schrock Wealth Management, Inc.
NEW6,899—+6,899——$2.3M—2026-10-15
World Equity Group, Inc.
DECREASED6,8958,987-2,092-23%$2.9M$2.3M-$655.2K2026-10-14
BCV Asset Management Inc.
DECREASED6,8736,986-113-2%$2.3M$2.3M-$22.8K2026-11-06
Mowery & Schoenfeld Wealth Management, LLC
INCREASED6,8711,558+5,313+341%$509.9K$2.3M+$1.8M2026-10-28
Private Wealth Management Group, LLC
INCREASED6,8672,407+4,460+185%$787.9K$2.3M+$1.5M2026-10-19
Sustainable Insight Capital Management, LLC
DECREASED6,8677,147-280-4%$2.3M$2.3M-$67.6K2026-11-06
Almanack Investment Partners, Llc.
INCREASED6,8646,721+143+2%$2.2M$2.3M+$70.8K2026-11-03
Westside Investment Management, Inc.
DECREASED6,8537,028-175-2%$2.3M$2.3M-$30.2K2026-11-02
Investment Research Partners LLC
INCREASED6,8496,822+27+0%$2.2M$2.3M+$32.8K2026-10-19
HMV Wealth Advisors, LLC
INCREASED6,8406,629+211+3%$2.2M$2.3M+$93.0K2026-10-27
Argyle Capital Partners, LLC
DECREASED6,8266,957-131-2%$2.3M$2.3M-$19.4K2026-10-23
Shepherd Street Advisors LLC
UNCHANGED6,8156,81500%$2.4M$2.3M-$94.9K2026-10-21
Vigilare Wealth Management
DECREASED6,8116,897-86-1%$2.3M$2.3M-$4.3K2026-10-29
Montis Financial, LLC
INCREASED6,8096,620+189+3%$2.2M$2.3M+$85.7K2026-11-04
Coquina Private Wealth LLC
INCREASED6,7886,776+12+0%$2.2M$2.2M+$27.6K2026-10-27
McLean Asset Management Corp
DECREASED6,7866,908-122-2%$2.4M$2.3M-$141.0K2026-11-06
Jefferson Bridge Capital, LLC
UNCHANGED6,7856,78500%$2.2M$2.2M+$23.7K2026-11-06
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED6,7767,010-234-3%$2.3M$2.2M-$52.8K2026-11-03
Tlwm
DECREASED6,7466,765-190%$2.2M$2.2M+$17.4K2026-10-09
Orca Investment Management, LLC
DECREASED6,7326,744-120%$2.2M$2.2M+$19.6K2026-10-29
Altus Wealth Group LLC
DECREASED6,7137,445-732-10%$2.4M$2.2M-$216.3K2026-10-20
Symphony Financial Services, Inc.
DECREASED6,6986,769-71-1%$2.2M$2.2M+$1752026-11-09
GF Fund Management Co. Ltd.
NEW6,656—+6,656——$2.2M—2026-10-26
Colton Groome Financial Advisors, LLC
DECREASED6,6196,856-237-3%$2.2M$2.2M-$54.5K2026-10-06
Advus Financial Partners, LLC
DECREASED6,6187,541-923-12%$2.5M$2.2M-$279.1K2026-10-20
Meadowbrook Wealth Management, LLC
INCREASED6,6186,423+195+3%$2.1M$2.2M+$87.0K2026-10-08
Eagle Strategies LLC
INCREASED6,6176,449+168+3%$2.1M$2.2M+$78.5K2026-10-16
Pflug Koory, LLC
UNCHANGED6,6176,61700%$2.2M$2.2M+$23.2K2026-10-26
Nadler Financial Group, Inc.
INCREASED6,6145,659+955+17%$1.9M$2.2M+$335.8K2026-10-23
Smith Thornton Advisors LLC
INCREASED6,6036,600+3+0%$2.2M$2.2M-$23.6K2026-10-16
Flagstone Financial Management
DECREASED6,6006,694-94-1%$2.2M$2.2M-$7.7K2026-11-05
Center for Wealth Management Advisory
INCREASED6,5881,010+5,578+552%$330.7K$2.2M+$1.8M2026-10-23
Amplius Wealth Advisors, LLC
INCREASED6,5756,336+239+4%$2.1M$2.2M+$101.2K2026-10-20
Swiss RE LTD
INCREASED6,5733,843+2,730+71%$1.3M$2.2M+$916.6K2026-11-06
Able Financial Group, LLC
INCREASED6,5736,400+173+3%$2.1M$2.2M+$79.7K2026-10-14
Alhambra Investment Management LLC
DECREASED6,5726,611-39-1%$2.2M$2.2M+$10.2K2026-10-15
Fortis Group Advisors, LLC
INCREASED6,5645,183+1,381+27%$1.7M$2.2M+$512.1K2026-11-06
Finward Bancorp
DECREASED6,5486,563-150%$2.1M$2.2M+$18.0K2026-10-14
First Command Advisory Services, Inc.
DECREASED6,5479,714-3,167-33%$3.2M$2.2M-$1.0M2026-11-05
Glass Wealth Management Co LLC
INCREASED6,5424,772+1,770+37%$1.6M$2.2M+$602.4K2026-10-28
Fairvoy Private Wealth, LLC
INCREASED6,5155,679+836+15%$1.9M$2.2M+$296.5K2026-10-19
Legacy Capital Group California, Inc.
DECREASED6,5046,630-126-2%$2.2M$2.2M-$18.5K2026-11-09
Armstrong, Fleming & Moore, Inc
INCREASED6,4926,490+2+0%$2.1M$2.1M+$23.4K2026-10-28
Solstein Capital, LLC
UNCHANGED6,4736,47300%$2.1M$2.1M+$22.7K2026-11-02
Rainier Family Wealth Inc
DECREASED6,4516,548-97-1%$2.1M$2.1M-$9.2K2026-11-02
Patriot Investment Management Group, Inc.
INCREASED6,4456,397+48+1%$2.1M$2.1M+$38.3K2026-10-15
Jefferies Financial Group Inc.
DECREASED6,423187,957-181,534-97%$61.5M$2.1M-$59.4M2026-11-05
Wellington Grp LLC
INCREASED6,4094,839+1,570+32%$1.6M$2.1M+$536.3K2026-11-06
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
INCREASED6,4005,400+1,000+19%$1.8M$2.1M+$349.7K2026-11-04
Argonautica Private Wealth Management, Inc
INCREASED6,3986,345+53+1%$2.1M$2.1M+$39.7K2026-11-02
International Private Wealth Advisors LLC
INCREASED6,3744,750+1,624+34%$1.6M$2.1M+$553.9K2026-11-05
Bingham Private Wealth, LLC
INCREASED6,3706,230+140+2%$2.0M$2.1M+$68.1K2026-11-05
Baron Wealth Management LLC
INCREASED6,3696,315+54+1%$2.1M$2.1M+$39.8K2026-10-27
Guardian Investment Management
INCREASED6,3516,210+141+2%$2.0M$2.1M+$68.4K2026-10-23
Sunburst Financial Group, LLC
DECREASED6,3406,517-177-3%$2.1M$2.1M-$35.9K2026-10-09
Wilkerson Advisory Group LLC
INCREASED6,3346,279+55+1%$2.1M$2.1M+$40.2K2026-10-20
D'Orazio & Associates, Inc.
INCREASED6,3146,303+11+0%$2.1M$2.1M+$25.7K2026-11-04
Dutch Asset Corp
INCREASED6,3096,076+233+4%$2.0M$2.1M+$98.3K2026-10-20
Cornerstone National Bank & Trust Co
DECREASED6,3056,412-107-2%$2.1M$2.1M-$41.4K2026-10-20
Powers Advisory Group, LLC
INCREASED6,2936,227+66+1%$2.0M$2.1M+$43.6K2026-10-14
Hickory Point Bank & Trust
DECREASED6,2926,342-50-1%$2.1M$2.1M+$5.7K2026-10-01
Veracity Capital LLC
INCREASED6,2674,507+1,760+39%$1.5M$2.1M+$598.1K2026-10-08
AGH Wealth Advisors, LLC
INCREASED6,2356,219+16+0%$2.0M$2.1M+$27.1K2026-10-26
Rosenberg Matthew Hamilton
DECREASED6,2346,292-58-1%$2.1M$2.1M+$2.8K2026-10-05
Bluedoor Private Wealth, LLC
INCREASED6,1746,137+37+1%$2.0M$2.0M+$33.7K2026-11-05
Guardian Asset Advisors, LLC
DECREASED6,1486,156-80%$2.0M$2.0M+$18.2K2026-10-16
Financial Partners Group, Inc
INCREASED6,1476,143+4+0%$2.0M$2.0M+$22.6K2026-10-19
Sippican Capital Advisors
DECREASED6,1306,230-100-2%$2.0M$2.0M-$11.3K2026-10-23
Access Financial Services, Inc.
DECREASED6,1286,330-202-3%$2.1M$2.0M-$44.7K2026-11-09
Jm2 Capital Inc.
INCREASED6,1246,086+38+1%$2.0M$2.0M+$34.1K2026-10-14
Willow Creek Capital Management, Inc.
UNCHANGED6,1226,12200%$2.0M$2.0M$02026-10-16
St. Clair Advisors, LLC
UNCHANGED6,1166,11600%$2.0M$2.0M+$21.4K2026-10-13
Proathlete Wealth Management LLC
INCREASED6,0885,469+619+11%$1.8M$2.0M+$223.8K2026-10-15
Vann Equity Management LLC
INCREASED6,0874,956+1,131+23%$1.6M$2.0M+$391.6K2026-10-08
Ejmk Ventures LLC
DECREASED6,0826,119-37-1%$2.0M$2.0M+$8.9K2026-10-21
Garrett Wealth Advisory Group, LLC
DECREASED6,0736,116-43-1%$2.0M$2.0M+$7.2K2026-10-22
DDD Partners, LLC
INCREASED6,0644,318+1,746+40%$1.4M$2.0M+$592.8K2026-11-02
Darden Wealth Group Inc
DECREASED6,0616,181-120-2%$2.0M$2.0M-$17.9K2026-11-06
Realta Investment Advisors
NEW6,051—+6,051——$2.0M—2026-10-14
Gould Asset Management LLC
DECREASED6,0496,064-150%$2.0M$2.0M+$16.3K2026-11-06
Tandem Investment Partners LLC
DECREASED6,0476,095-48-1%$2.0M$2.0M+$5.5K2026-10-16
Cascade Investment Group, Inc.
INCREASED6,0435,961+82+1%$2.0M$2.0M+$48.0K2026-10-13
Trek Financial, LLC
INCREASED6,0315,880+151+3%$1.9M$2.0M+$70.6K2026-10-29
Willner & Heller, LLC
INCREASED6,0235,762+261+5%$1.9M$2.0M+$106.5K2026-10-28
Hurley Capital, LLC
INCREASED6,0215,810+211+4%$1.9M$2.0M+$90.4K2026-11-05
Alchemi Wealth, LLC
DECREASED6,0196,275-256-4%$2.1M$2.0M-$62.5K2026-11-04
Obsidian CIO, LLC
INCREASED6,0155,472+543+10%$1.8M$2.0M+$198.7K2026-11-05
Capital Square, LLC
DECREASED6,0096,020-110%$2.0M$2.0M-$37.5K2026-10-19
Integrity Advisory Solutions, LLC
INCREASED5,9884,069+1,919+47%$1.3M$2.0M+$649.0K2026-10-29
Ridgecrest Wealth Partners, LLC
DECREASED5,9876,016-290%$2.0M$2.0M+$11.5K2026-10-19
Moller Wealth Partners
UNCHANGED5,9785,97800%$2.0M$2.0M+$21.1K2026-10-15
Crusonia Wealth Advisors LLC
INCREASED5,9745,674+300+5%$1.9M$2.0M+$119.1K2026-10-26
Nfsg Corp
DECREASED5,9567,919-1,963-25%$2.6M$2.0M-$621.5K2026-10-15
Abacus Wealth Partners, LLC
INCREASED5,9535,356+597+11%$1.8M$2.0M+$216.3K2026-11-03
Alpha Family Trust
UNCHANGED5,9505,95000%$1.9M$1.9M$02026-11-04
111 Capital
DECREASED5,9498,402-2,453-29%$2.8M$2.0M-$782.1K2026-11-03
Aviso Wealth Management
DECREASED5,9326,364-432-7%$2.1M$2.0M-$120.6K2026-11-04
Canandaigua National Trust Co of Florida
NEW5,928—+5,928——$2.0M—2026-10-07
New England Research & Management, Inc.
DECREASED5,9266,251-325-5%$2.0M$2.0M-$85.6K2026-10-16
Sentry LLC
DECREASED5,9226,101-179-3%$2.0M$2.0M-$37.9K2026-10-30
Nicholas Wealth, Llc.
INCREASED5,9195,355+564+11%$1.8M$2.0M+$205.5K2026-10-26
Investment Partners Asset Management, Inc.
UNCHANGED5,9115,91100%$1.9M$2.0M+$20.7K2026-10-09
Seamount Financial Group Inc
DECREASED5,9085,938-30-1%$1.9M$2.0M+$10.9K2026-10-21
Diligent Investors, LLC
DECREASED5,8996,037-138-2%$2.0M$2.0M-$24.3K2026-10-21
Legacy Capital Wealth Partners, LLC
DECREASED5,8876,160-273-4%$2.0M$1.9M-$68.8K2026-10-21
Oak Barrel Wealth Advisory LLC
INCREASED5,8835,865+18+0%$1.9M$1.9M+$26.2K2026-11-05
Blue Jean Financial LLC
INCREASED5,8735,815+58+1%$1.9M$1.9M+$39.5K2026-10-20
Richardson Financial Services Inc.
DECREASED5,8595,983-124-2%$2.0M$1.9M-$20.1K2026-10-30
Evansbrook LLC
INCREASED5,8455,652+193+3%$1.9M$1.9M+$83.5K2026-10-16
Tilia Fiduciary Partners, Inc.
DECREASED5,8375,901-64-1%$1.9M$1.9M-$6222026-10-09
Stonekeep Investments, LLC
INCREASED5,8365,832+4+0%$1.9K$1.9M+$1.9M2026-10-15
Shakespeare Wealth Management, LLC
INCREASED5,8285,821+7+0%$1.9M$1.9M+$22.7K2026-10-28
Colonial River Investments, LLC
DECREASED5,8216,187-366-6%$2.0M$1.9M-$99.4K2026-10-19
Tennessee Valley Asset Management Partners
DECREASED5,7985,847-49-1%$1.9M$1.9M+$4.0K2026-11-03
Corda Investment Management, Llc.
INCREASED5,7855,278+507+10%$1.7M$1.9M+$186.2K2026-10-22
Diversified Management Inc
INCREASED5,7685,432+336+6%$1.8M$1.9M+$129.9K2026-10-08
Gerber, LLC
INCREASED5,7595,730+29+1%$1.9M$1.9M+$29.4K2026-10-21
Legacy Financial Strategies, LLC
INCREASED5,7465,533+213+4%$1.8M$1.9M+$89.8K2026-10-15
Cassia Capital Partners, LLC
DECREASED5,7465,836-90-2%$1.9M$1.9M-$9.3K2026-11-04
Baring Financial LLC
INCREASED5,7455,494+251+5%$1.8M$1.9M+$102.4K2026-10-07
Kingdom Financial Group Llc.
DECREASED5,7236,234-511-8%$2.0M$1.9M-$147.2K2026-11-04
DB&C Advisors, LLC
INCREASED5,7195,702+17+0%$1.9M$1.9M+$25.3K2026-10-26
Financial Council, LLC
INCREASED5,7095,509+200+4%$1.8M$1.9M+$85.4K2026-11-02
Olistico Wealth, LLC
DECREASED5,7095,795-86-1%$1.9M$1.9M-$8.2K2026-10-05
Brucke Financial, Inc.
INCREASED5,6985,357+341+6%$1.8M$1.9M+$131.6K2026-10-23
Capital Investment Counsel, Inc
INCREASED5,6805,675+5+0%$1.9M$1.9M+$21.5K2026-10-20
RMR Capital Management, LLC
UNCHANGED5,6775,67700%$1.9M$1.9M+$19.9K2026-10-23
CPC Advisors, LLC
INCREASED5,6725,048+624+12%$1.7M$1.9M+$224.2K2026-10-21
Deseret Mutual Benefit Administrators
DECREASED5,6505,925-275-5%$1.9M$1.9M-$70.2K2026-11-04
One Plus One Wealth Management, LLC
UNCHANGED5,6235,62300%$1.8M$1.9M+$19.7K2026-10-16
Spectrum Strategic Capital Management, LLC
DECREASED5,6166,016-400-7%$2.0M$1.9M-$111.4K2026-10-22
Peoples Bank
DECREASED5,6125,740-128-2%$1.9M$1.9M-$22.3K2026-10-09
Cordgrass Capital Advisors, LLC
UNCHANGED5,5965,59600%$1.8M$1.9M+$19.6K2026-10-30
Founders Grove Wealth Partners, LLC
INCREASED5,5945,395+199+4%$1.8M$1.9M+$84.7K2026-10-16
Crown Wealth Group, LLC
INCREASED5,5895,581+8+0%$1.8M$1.8M+$22.1K2026-10-19
Creative Financial Designs Inc
INCREASED5,5845,461+123+2%$1.8M$1.8M+$59.8K2026-11-04
Yoffe Investment Management, LLC
INCREASED5,5785,574+4+0%$1.8M$1.8M+$20.9K2026-11-02
StoneRidge PMG Advisors, LLC
NEW5,575—+5,575——$1.8M—2026-11-04
Wilkins Miller Wealth Management, LLC
DECREASED5,5745,620-46-1%$1.8M$1.8M+$4.4K2026-10-13
Lighthouse Financial LLC
INCREASED5,5711,603+3,968+248%$524.7K$1.8M+$1.3M2026-10-23
Essential Investment Partners LLC
INCREASED5,5584,973+585+12%$1.6M$1.8M+$211.0K2026-10-27
Market Street Wealth Management Advisors LLC
INCREASED5,5185,239+279+5%$1.7M$1.8M+$110.8K2026-10-09
Garde Capital, Inc.
DECREASED5,5066,432-926-14%$2.1M$1.8M-$283.7K2026-10-29
Kennedy Investment Group, Inc.
INCREASED5,5035,493+10+0%$1.8M$1.8M+$22.5K2026-10-21
Lynx Investment Advisory
INCREASED5,4985,005+493+10%$1.6M$1.8M+$180.6K2026-10-27
Arwa LLC
INCREASED5,4955,415+80+1%$1.9M$1.8M-$36.8K2026-10-21
Silvia Mccoll Wealth Management, LLC
DECREASED5,4785,533-55-1%$1.8M$1.8M+$1.2K2026-10-07
Parkway Wealth Management Group, LLC
DECREASED5,4725,521-49-1%$1.8M$1.8M+$3.1K2026-10-20
Avaii Wealth Management, LLC
INCREASED5,4695,419+50+1%$1.8M$1.8M+$44.1K2026-10-09
Aspen Wealth Management LLC
INCREASED5,4294,936+493+10%$1.6M$1.8M+$180.4K2026-10-14
Rational Advisors, Inc.
INCREASED5,4245,172+252+5%$1.7M$1.8M+$101.5K2026-11-02
Sendero Wealth Management, LLC
DECREASED5,4235,790-367-6%$1.9M$1.8M-$101.2K2026-10-14
OFS Enterprise LLC
INCREASED5,4235,414+9+0%$1.8M$1.8M+$21.9K2026-10-16
Bernardo Wealth Planning LLC
INCREASED5,3882,640+2,748+104%$864.1K$1.8M+$918.5K2026-10-23
Horizon Wealth Management, LLC
INCREASED5,3815,376+5+0%$1.8M$1.8M+$20.2K2026-11-02
Grant Street Asset Management, Inc.
DECREASED5,3775,396-190%$1.8M$1.8M+$12.6K2026-10-26
Unified Investment Management
UNCHANGED5,3765,37600%$1.8M$1.8M+$18.9K2026-10-14
Fidelity D & D Bancorp Inc
DECREASED5,3655,434-69-1%$1.8M$1.8M-$3.8K2026-11-05
Emerald Advisors, LLC
INCREASED5,3494,678+671+14%$1.5M$1.8M+$238.3K2026-10-13
New Covenant Trust Company, N.A.
DECREASED5,3495,620-271-5%$1.8M$1.8M-$70.0K2026-10-08
Peregrine Asset Advisers, Inc.
INCREASED5,3434,972+371+7%$1.6M$1.8M+$140.1K2026-11-09
Seven Mile Advisory
DECREASED5,3405,420-80-1%$1.8M$1.8M-$7.3K2026-10-22
Spinnaker Investment Group, LLC
DECREASED5,3275,389-62-1%$1.8M$1.8M-$1.7K2026-10-13
Diversified Portfolios, Inc.
INCREASED5,3265,137+189+4%$1.7M$1.8M+$80.5K2026-11-04
Syverson Strege & Co
DECREASED5,3265,331-50%$1.7M$1.8M+$17.0K2026-11-02
Symmetry Partners, LLC
INCREASED5,3164,650+666+14%$1.5M$1.8M+$236.6K2026-10-27
Mlp3, LLC
INCREASED5,3154,964+351+7%$1.6M$1.8M+$133.4K2026-10-22
Elevatus Welath Management
INCREASED5,3065,101+205+4%$1.7M$1.8M+$86.0K2026-10-19
Discipline Wealth Solutions, LLC
DECREASED5,2975,304-70%$1.7M$1.8M+$16.2K2026-10-14
Councilmark Asset Management, LLC
UNCHANGED5,2935,29300%$1.7M$1.8M+$18.5K2026-10-20
First Bancorp, Inc
DECREASED5,2915,514-223-4%$1.8M$1.8M-$54.5K2026-10-26
Voisard Asset Management Group, Inc.
INCREASED5,2845,092+192+4%$1.7M$1.7M+$81.3K2026-10-13
Walkner Condon Financial Advisors LLC
INCREASED5,2834,587+696+15%$1.5M$1.7M+$246.4K2026-11-02
MinichMacGregor Wealth Management, LLC
DECREASED5,2715,385-114-2%$1.8M$1.7M-$18.8K2026-10-14
Generali Investments Towarzystwo Funduszy Inwestycyjnych
UNCHANGED5,2705,27000%$1.7M$1.7M+$18.4K2026-11-06
EdgeRock Capital LLC
INCREASED5,2674,905+362+7%$1.6M$1.7M+$137.1K2026-11-03
BayBridge Capital Group, LLC
DECREASED5,2606,179-919-15%$2.0M$1.7M-$282.5K2026-10-13
Mosley Wealth Management
DECREASED5,2585,349-91-2%$1.8M$1.8M+$13.3K2026-10-16
Whelan Financial
INCREASED5,2464,729+517+11%$1.5M$1.7M+$187.6K2026-10-28
BridgePort Financial Solutions, LLC
INCREASED5,2454,116+1,129+27%$1.3M$1.7M+$387.8K2026-11-02
Fell Capital Management
DECREASED5,2455,420-175-3%$1.8M$1.7M-$38.9K2026-10-09
Sage Investment Counsel LLC
DECREASED5,2425,342-100-2%$1.7M$1.7M-$14.4K2026-10-26
Center For Asset Management LLC
INCREASED5,2413,868+1,373+36%$1.3M$1.7M+$467.6K2026-10-16
Barings LLC
DECREASED5,2365,276-40-1%$1.7M$1.7M+$5.2K2026-10-22
Oakmont Investment Advisors, Inc.
INCREASED5,2305,169+61+1%$1.7M$1.7M+$38.4K2026-10-21
Jacobsen Capital Management
DECREASED5,2235,373-150-3%$1.8M$1.7M-$31.0K2026-10-27
Hurlow Wealth Management Group, Inc.
UNCHANGED5,2235,22300%$1.7M$1.7M+$18.3K2026-10-29
Kohmann Bosshard Financial Services, LLC
INCREASED5,2154,915+300+6%$1.6M$1.7M+$116.3K2026-11-04
Cadent Capital Advisors, LLC
INCREASED5,2155,208+7+0%$1.7M$1.7M+$20.5K2026-10-09
Legal Advantage Investments, Inc.
UNCHANGED5,2125,21200%$1.7M$1.7M+$18.2K2026-10-13
Arthur M. Cohen & Associates, LLC
UNCHANGED5,2095,20900%$1.7M$1.7M+$18.3K2026-10-26
Alpha Zero LLC
INCREASED5,1954,187+1,008+24%$1.4M$1.7M+$282.0K2026-11-06
Sun Group Wealth Partners
INCREASED5,1794,998+181+4%$1.6M$1.7M+$77.4K2026-10-26
Bria Capital Group, LLC
INCREASED5,1694,404+765+17%$1.4M$1.7M+$268.5K2026-10-22
StoryOne LLC
INCREASED5,1682,555+2,613+102%$836.3K$1.7M+$873.4K2026-10-13
Manske Wealth Management
INCREASED5,1675,130+37+1%$1.7M$1.7M+$30.2K2026-10-26
Weinberger Asset Management, Inc
INCREASED5,1585,121+37+1%$1.8M$1.7M-$95.1K2026-10-28
Oak Grove Capital LLC
DECREASED5,1485,719-571-10%$1.9M$1.7M-$168.9K2026-10-09
Westhampton Capital, LLC
DECREASED5,1445,378-234-4%$1.8M$1.7M-$58.6K2026-10-30
Highland Financial Advisors, LLC
INCREASED5,1434,883+260+5%$1.6M$1.7M+$103.1K2026-10-19
Unique Wealth Strategies, LLC
UNCHANGED5,1435,14300%$1.7M$1.7M$02026-10-13
Riversedge Advisors, LLC
INCREASED5,1354,921+214+4%$1.6M$1.7M+$88.1K2026-10-09
Evolution Wealth Advisors, LLC
DECREASED5,1295,806-677-12%$1.9M$1.7M-$203.7K2026-11-03
G2 Capital Management, LLC / OH
INCREASED5,1271,558+3,569+229%$510.0K$1.7M+$1.2M2026-10-23
Tectonic Advisors LLC
INCREASED5,1154,939+176+4%$1.6M$1.7M+$75.7K2026-10-22
Portus Wealth Advisors, LLC
DECREASED5,1075,126-190%$1.7M$1.7M+$11.7K2026-10-13
Strategic Family Wealth Counselors, L.L.C.
INCREASED5,1035,056+47+1%$1.7M$1.7M+$33.2K2026-10-29
Braeburn Wealth Management LLC
INCREASED5,0924,938+154+3%$1.6M$1.7M+$68.3K2026-10-15
Oxler Private Wealth LLC
INCREASED5,0845,064+20+0%$1.7M$1.7M+$24.2K2026-10-21
Cross Staff Investments Inc
UNCHANGED5,0845,08400%$1.7M$1.7M+$17.8K2026-10-22
M.E. Allison & Co., Inc.
DECREASED5,0805,356-276-5%$1.8M$1.7M-$72.7K2026-10-09
Brown Wealth Management, LLC
INCREASED5,0385,007+31+1%$1.6M$1.7M+$27.8K2026-10-20
Sulzberger Capital Advisors, Inc.
INCREASED5,0294,062+967+24%$1.3M$1.7M+$334.1K2026-10-20
Beaumont Asset Management, L.L.C.
INCREASED5,0295,020+9+0%$1.6M$1.7M+$20.5K2026-10-16
Benchmark Financial Wealth Advisors, LLC
DECREASED5,0275,065-38-1%$1.7M$1.7M+$5.3K2026-10-20
AWM Capital, LLC
INCREASED5,0072,367+2,640+112%$774.9K$1.7M+$881.7K2026-10-16
Aspire Private Capital, LLC
DECREASED5,0055,066-61-1%$1.7M$1.7M-$2.5K2026-11-05
Baypointe Partners LLC
DECREASED5,00020,000-15,000-75%$6.5M$1.7M-$4.9M2026-10-22
Decatur Capital Management, Inc.
NEW4,992—+4,992——$1.7M—2026-11-09
Decision Investments, Inc
INCREASED4,9914,942+49+1%$1.6M$1.7M+$33.5K2026-10-07
Financial Synergies Wealth Advisors, Inc.
INCREASED4,9884,516+472+10%$1.5M$1.7M+$171.8K2026-10-16
Quantum Financial Partners LLC
DECREASED4,9865,194-208-4%$1.7M$1.6M-$50.5K2026-10-19
Cravens & Co Advisors, LLC
INCREASED4,9814,783+198+4%$1.6M$1.6M+$82.3K2026-10-16
Great Point Wealth Advisors, LLC
UNCHANGED4,9804,98000%$1.6M$1.6M+$17.4K2026-10-15
CJM Wealth Advisers, Ltd.
INCREASED4,9684,928+40+1%$1.6M$1.6M+$30.6K2026-10-27
Tributary Capital Management, LLC
UNCHANGED4,9664,96600%$1.6M$1.6M+$17.4K2026-10-28
Inspirion Wealth Advisors, LLC
INCREASED4,9204,914+6+0%$1.6M$1.6M-$13.9K2026-10-09
Cyr Financial Inc.
INCREASED4,9174,618+299+6%$1.5M$1.6M+$115.1K2026-10-16
MFG Wealth Management, Inc.
INCREASED4,9034,802+101+2%$1.6M$1.6M+$50.3K2026-10-09
AUA Capital Management, LLC
UNCHANGED4,8984,89800%$1.6M$1.6M+$17.1K2026-10-15
Silverlake Wealth Management LLC
INCREASED4,8944,825+69+1%$1.6M$1.6M+$39.5K2026-10-21
Davis Investment Partners, LLC
INCREASED4,8804,775+105+2%$1.6M$1.6M+$51.4K2026-11-05
Raleigh Capital Management Inc.
DECREASED4,8695,108-239-5%$1.7M$1.6M-$61.4K2026-10-28
McHugh Group, LLC
UNCHANGED4,8694,86900%$1.6M$1.6M+$17.0K2026-10-19
Goldenstone Wealth Management LLC
INCREASED4,8594,858+1+0%$1.6M$1.6M+$17.3K2026-11-04
Insight 2811, Inc.
INCREASED4,8494,679+170+4%$1.5M$1.6M+$72.8K2026-11-06
Latitude Advisors, LLC
DECREASED4,8424,850-80%$1.6M$1.6M+$14.3K2026-10-27
Matauro, LLC
INCREASED4,8414,784+57+1%$1.6M$1.6M+$35.6K2026-11-03
Heritage Investment Group, Inc.
DECREASED4,8404,852-120%$1.6M$1.6M+$13.0K2026-11-03
Matisse Capital
INCREASED4,8404,839+1+0%$1.6M$1.6M+$17.4K2026-10-29
Lewis Asset Management, LLC
INCREASED4,8193,996+823+21%$1.3M$1.6M+$286.3K2026-10-14
Shelton Wealth Management, LLC
INCREASED4,8184,720+98+2%$1.5M$1.6M+$49.0K2026-10-16
One Day In July LLC
DECREASED4,8174,996-179-4%$1.6M$1.6M-$41.8K2026-10-30
Firethorn Wealth Partners, LLC
INCREASED4,8134,716+97+2%$1.5M$1.6M+$48.4K2026-10-14
Salomon & Ludwin, LLC
DECREASED4,7955,155-360-7%$1.7M$1.6M-$135.8K2026-10-29
Reflection Asset Management
DECREASED4,7934,801-80%$1.6M$1.6M+$14.2K2026-10-28
MBE Wealth Management, LLC
INCREASED4,7794,768+11+0%$1.6M$1.6M+$20.4K2026-10-26
Aurora Private Wealth, Inc.
INCREASED4,7754,738+37+1%$1.6M$1.6K-$1.5M2026-10-20
Lionsbridge Wealth Management LLC
DECREASED4,7735,088-315-6%$1.7M$1.6M-$86.4K2026-10-26
GGM Financial LLC
INCREASED4,7674,299+468+11%$1.4M$1.6M+$169.9K2026-11-05
Global Trust Wealth Management LLC
DECREASED4,7554,813-58-1%$1.6M$1.6M-$2.3K2026-10-14
Centurion Wealth Management LLC
DECREASED4,7534,808-55-1%$1.6M$1.6M-$1.5K2026-10-13
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED4,7394,533+206+5%$1.5M$1.6M+$83.9K2026-10-28
Lakeshore Capital Group, Inc.
INCREASED4,7364,548+188+4%$1.5M$1.6M+$77.9K2026-10-20
Warren Street Wealth Advisors, LLC
INCREASED4,7303,114+1,616+52%$1.0M$1.6M+$545.5K2026-11-04
August Group Capital Ltd
INCREASED4,7294,715+14+0%$1.5M$1.6M+$21.1K2026-10-14
Armbruster Capital Management, Inc.
DECREASED4,7174,820-103-2%$1.6M$1.6M-$17.2K2026-10-19
AJ Advisors, LLC
DECREASED4,7164,784-68-1%$1.6M$1.6M-$5.6K2026-10-29
Schorn Wealth LLC
DECREASED4,7154,733-180%$1.5M$1.6M+$10.7K2026-10-14
Accuvest Global Advisors
INCREASED4,7063,684+1,022+28%$1.2M$1.6M+$351.0K2026-11-04
Wescott Financial Advisory Group, LLC
INCREASED4,7033,832+871+23%$1.3M$1.6M+$301.7K2026-11-09
Clearwater Capital Advisors, LLC
DECREASED4,6984,937-239-5%$1.6M$1.6M-$61.8K2026-11-06
Centerpoint Advisors, LLC
INCREASED4,6984,594+104+2%$1.5M$1.6M+$50.0K2026-11-05
Analyst IMS Investment Management Services Ltd.
INCREASED4,6922,978+1,714+58%$975.0K$1.6M+$577.0K2026-11-05
PFW Advisors LLC
INCREASED4,6894,664+25+1%$1.5M$1.6M+$24.7K2026-10-07
Basso Capital Management, L.P.
INCREASED4,6844,653+31+1%$1.5M$1.5M+$26.7K2026-10-30
S.A. Mason LLC
INCREASED4,6834,668+15+0%$1.5M$1.5M+$21.3K2026-10-13
Grove Street Fiduciary, LLC
UNCHANGED4,6734,67300%$1.5M$1.5M+$16.4K2026-10-13
LeConte Wealth Management, LLC
INCREASED4,6674,600+67+1%$1.5M$1.5M+$38.3K2026-10-20
Cache Advisors, LLC
INCREASED4,6591,916+2,743+143%$627.2K$1.5M+$914.2K2026-10-16
Dorato Capital Management
DECREASED4,6574,686-29-1%$1.6M$1.5M-$41.8K2026-10-08
CWS Financial Advisors, LLC
INCREASED4,6524,622+30+1%$1.5M$1.5M+$26.1K2026-10-16
PhiloSmith Capital Corp
UNCHANGED4,6504,65000%$1.5M$1.5M+$16.3K2026-10-23
Armstrong Advisory Group, Inc
DECREASED4,6424,650-80%$1.5M$1.5M+$13.7K2026-10-09
Evanson Financial, LLC
UNCHANGED4,6234,62300%$1.5M$1.5M+$16.2K2026-10-23
Fiera Capital Corp
UNCHANGED4,6164,61600%$1.5M$1.5M+$16.2K2026-11-06
Leo Wealth, LLC
NEW4,608—+4,608——$1.5M—2026-10-26
NBZ Investment Advisors LLC
UNCHANGED4,6024,60200%$1.5M$1.5M+$16.1K2026-10-30
Signature Equity Partners, LLC
INCREASED4,5824,072+510+13%$1.3M$1.5M+$182.9K2026-10-29
Paladin Wealth, LLC
DECREASED4,5674,641-74-2%$1.5M$1.5M-$8.3K2026-10-23
Gibraltar Capital Management, Inc.
INCREASED4,5664,046+520+13%$1.3M$1.5M+$186.2K2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED4,5634,162+401+10%$1.4M$1.5M+$147.4K2026-10-14
First Community Trust NA
INCREASED4,5613,816+745+20%$1.2M$1.5M+$259.8K2026-10-07
Cambridge Advisors Inc.
DECREASED4,5564,641-85-2%$1.5M$1.5M-$11.9K2026-10-19
Wealth Group, Ltd.
DECREASED4,5508,232-3,682-45%$2.7M$1.5K-$2.7M2026-10-30
Hall Laurie J Trustee
DECREASED4,5464,911-365-7%$1.6M$1.5M-$103.6K2026-10-06
Fortitude Family Office, LLC
INCREASED4,5403,600+940+26%$1.2M$1.5M+$323.6K2026-10-14
Myriad Asset Management US LP
UNCHANGED4,5404,54000%$1.5M$1.5M+$16.0K2026-11-03
Providence First Trust Co
DECREASED4,5314,659-128-3%$1.5M$1.5M-$26.0K2026-11-02
Goldstein Advisors, LLC
DECREASED4,5164,518-20%$1.5M$1.5M+$15.2K2026-10-15
Tanager Wealth Management LLP
INCREASED4,5023,885+617+16%$1.3M$1.5M+$217.7K2026-10-19
Unify Financial Advisors
DECREASED4,4954,643-148-3%$1.5M$1.5M-$32.6K2026-11-03
BCM Advisors, LLC
DECREASED4,4924,779-287-6%$1.7M$1.5M-$173.9K2026-11-03
Flagship Wealth Advisors, LLC
INCREASED4,4854,420+65+1%$1.4M$1.5M+$37.0K2026-11-03
Murphy & Mullick Capital Management Corp
INCREASED4,4824,346+136+3%$1.4M$1.5M+$53.5K2026-11-02
Green Ridge Wealth Planning LLC
DECREASED4,4624,749-287-6%$1.6M$1.5M-$78.3K2026-10-08
Silver Grove Financial Group, Inc.
INCREASED4,4614,014+447+11%$1.3M$1.5M+$162.0K2026-11-05
Reynders McVeigh Capital Management, LLC
INCREASED4,4504,263+187+4%$1.4M$1.5M+$77.2K2026-10-30
Themes Management Co LLC
INCREASED4,4463,291+1,155+35%$1.1M$1.5M+$393.6K2026-10-29
TPG Advisors LLC
INCREASED4,4454,443+2+0%$1.5M$1.5M+$16.4K2026-10-16
Retirement Planning Co of New England, Inc.
DECREASED4,4374,493-56-1%$1.5M$1.5M-$2.8K2026-10-15
Spartan Planning & Wealth Management
INCREASED4,4254,201+224+5%$1.4M$1.5M+$89.0K2026-10-13
Hara Capital LLC
UNCHANGED4,4214,42100%$1.4M$1.5M+$15.5K2026-10-30
Legacies Wealth LLC
UNCHANGED4,4134,41300%$1.4M$1.5M+$15.4K2026-11-02
Grey Fox Wealth Advisors, LLC
INCREASED4,4113,845+566+15%$1.3M$1.5M+$200.5K2026-11-03
Andrews Advisory Associates, LLC
DECREASED4,4014,619-218-5%$1.5M$1.5M-$55.8K2026-10-15
Uniting Wealth Partners, LLC
DECREASED4,3855,047-662-13%$1.7M$1.5M-$201.3K2026-11-06
Hutchinson Capital Management
DECREASED4,3844,630-246-5%$1.5M$1.5M-$65.2K2026-11-09
Global Assets Advisory, LLC
INCREASED4,3844,290+94+2%$1.4M$1.5M+$25.3K2026-10-28
Axiom Investment Management LLC
INCREASED4,3804,248+132+3%$1.4M$1.4M+$58.5K2026-11-03
California First Leasing Corp
UNCHANGED4,3804,38000%$1.4M$1.4M+$15.3K2026-11-09
Womack Financial LLC
DECREASED4,3624,496-134-3%$1.5M$1.4M-$28.6K2026-10-14
Capital Squared Financial LLC
INCREASED4,3534,180+173+4%$1.4M$1.4M+$71.7K2026-10-30
Cpwa, LLC
INCREASED4,3514,295+56+1%$1.4M$1.5M+$48.8K2026-11-04
Enclave Advisors LLC
DECREASED4,3404,562-222-5%$1.5M$1.4M-$57.5K2026-10-14
Mainsail Financial Group, LLC
DECREASED4,3394,501-162-4%$1.5M$1.4M-$37.8K2026-10-23
Arsenal Capital Advisors LLC
INCREASED4,3344,121+213+5%$1.3M$1.4M+$84.8K2026-11-02
Luts & Greenleigh Group, Inc.
DECREASED4,3344,373-39-1%$1.4M$1.4M+$2.4K2026-11-05
Thomas Story & SON LLC
INCREASED4,3324,290+42+1%$1.4M$1.4M+$28.9K2026-10-13
Merrion Investment Management Co, LLC
INCREASED4,3273,872+455+12%$1.3M$1.4M+$164.1K2026-10-16
Sage Private Wealth Group, LLC
DECREASED4,3244,579-255-6%$1.5M$1.4M-$68.1K2026-10-21
TrustBank
DECREASED4,3214,446-125-3%$1.5M$1.4M-$25.8K2026-10-20
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED4,3194,393-74-2%$1.4M$1.4M-$9.1K2026-10-29
Hassell Wealth Management, LLC
INCREASED4,3074,306+1+0%$1.4M$1.4M+$1.2K2026-10-19
Ipsen Advisor Group LLC
DECREASED4,2964,307-110%$1.4M$1.4M+$11.4K2026-10-29
Steph & Co
INCREASED4,2914,220+71+2%$1.4M$1.4M+$38.3K2026-10-07
Centennial Bank
INCREASED4,2894,164+125+3%$1.4M$1.4M+$55.9K2026-11-09
Asset Advisors Investment Management, LLC
DECREASED4,2874,369-82-2%$1.4M$1.4M-$11.8K2026-10-19
Legacy Financial Independent Advisors LLC
UNCHANGED4,2874,28700%$1.4M$1.4M+$15.0K2026-11-02
Cape Investment Advisory, Inc.
DECREASED4,2824,306-24-1%$1.4M$1.4M+$7.3K2026-10-13
Davidson Capital Management Inc.
INCREASED4,2814,187+94+2%$1.4M$1.4M+$45.8K2026-10-15
Woodward Financial Advisors, Inc.
INCREASED4,2774,097+180+4%$1.3M$1.4M+$73.9K2026-10-19
Hidden Cove Wealth Management, LLC
INCREASED4,2623,989+273+7%$1.3M$1.4M+$104.3K2026-10-19
Three Magnolias Financial Advisors, LLC
DECREASED4,2594,396-137-3%$1.4M$1.4M-$23.1K2026-10-14
AMI Asset Management Corp
INCREASED4,2524,199+53+1%$1.4M$1.4M+$32.2K2026-10-20
Zega Investments, LLC
DECREASED4,2517,609-3,358-44%$2.5M$1.4M-$1.1M2026-11-04
Owl Creek Wealth Partners LLC
INCREASED4,2513,878+373+10%$1.3M$1.4M+$137.0K2026-10-20
State of Wyoming
DECREASED4,2414,511-270-6%$1.5M$1.4M-$73.5K2026-10-28
Clark & Stuart, Inc
INCREASED4,2363,943+293+7%$1.3M$1.4M+$110.7K2026-10-14
Blake Schutter Theil Wealth Advisors, LLC
INCREASED4,2204,086+134+3%$1.3M$1.4M+$58.6K2026-11-02
GenWealth Group, Inc.
DECREASED4,2184,221-30%$1.4M$1.4M+$13.8K2026-10-16
Howard Wealth Management, LLC
DECREASED4,2144,271-57-1%$1.4M$1.4M-$4.1K2026-10-28
Park Capital Management, LLC / WI
DECREASED4,2094,236-27-1%$1.4M$1.4M+$5.9K2026-10-13
GSG Advisors LLC
DECREASED4,2044,629-425-9%$1.5M$1.4M-$124.5K2026-11-03
WealthSpring Partners, LLC
DECREASED4,1984,730-532-11%$1.5M$1.4M-$159.7K2026-10-14
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
UNCHANGED4,1984,19800%$1.4M$1.4M+$14.7K2026-10-27
Taylor Financial Group, Inc.
UNCHANGED4,1924,19200%$1.4M$1.4M+$14.7K2026-11-02
Alliance Wealth Advisors, LLC
INCREASED4,1894,164+25+1%$1.4M$1.4M+$22.8K2026-10-14
Financial Planning Hawaii, Inc.
DECREASED4,1764,896-720-15%$1.6M$1.4M-$220.8K2026-10-13
Trust Co of Oklahoma
DECREASED4,1694,803-634-13%$1.6M$1.4M-$192.9K2026-10-15
Disciplined Equity Management, Inc.
UNCHANGED4,1684,16800%$1.4M$1.4M+$14.6K2026-10-14
Fermata Advisors, LLC
INCREASED4,1663,867+299+8%$1.3M$1.4M+$112.5K2026-10-13
Kaydan Wealth Management, Inc.
DECREASED4,1604,161-10%$1.4M$1.4M+$14.2K2026-10-08
Affinity Capital Advisors, LLC
INCREASED4,1543,769+385+10%$1.3M$1.4M+$110.3K2026-10-13
Larry Mathis Financial Planning, LLC
DECREASED4,1534,403-250-6%$1.4M$1.4M-$67.3K2026-10-26
Mayfair Advisory Group, LLC
INCREASED4,1524,147+5+0%$1.5M$1.4M-$91.2K2026-10-20
KFG Wealth Management, LLC
DECREASED4,1185,520-1,402-25%$1.8M$1.4M-$444.3K2026-10-16
Elevated Private Wealth, LLC
DECREASED4,1164,255-139-3%$1.4M$1.4M-$31.3K2026-10-15
Coyle Financial Counsel LLC
DECREASED4,1154,261-146-3%$1.4M$1.4M-$33.4K2026-10-28
Griffith & Werner, Inc.
INCREASED4,1124,108+4+0%$1.3M$1.4M+$15.3K2026-11-04
Burton Enright Welch
INCREASED4,1112,713+1,398+52%$888.2K$1.4M+$472.0K2026-11-04
Delphi Management Inc
DECREASED4,1094,211-102-2%$1.4M$1.4M-$19.0K2026-11-05
Clarus Group, Inc.
DECREASED4,1074,866-759-16%$1.6M$1.4M-$234.0K2026-10-21
Hardin Capital Partners, LLC
INCREASED4,1053,960+145+4%$1.3M$1.4M+$58.5K2026-10-09
Krane Financial Solutions LLC
INCREASED4,1044,078+26+1%$1.3M$1.4M+$22.9K2026-10-30
Donoghue Forlines LLC
NEW4,103—+4,103——$1.4M—2026-11-02
Davidson Investment Advisors
INCREASED4,1024,058+44+1%$1.3M$1.4M+$28.8K2026-10-20
Insight Advisors, LLC/ PA
DECREASED4,1014,693-592-13%$1.5M$1.4M-$179.8K2026-10-22
Blue Bell Private Wealth Management, LLC
INCREASED4,0913,908+183+5%$1.3M$1.4M+$74.2K2026-10-29
Kingsman Wealth Management, Inc.
DECREASED4,0884,095-70%$1.3M$1.4M+$11.8K2026-10-13
XY Planning Network, Inc.
INCREASED4,0762,808+1,268+45%$919.2K$1.3M+$429.2K2026-10-14
Harbor Group, Inc.
INCREASED4,0753,820+255+7%$1.3M$1.3M+$97.8K2026-10-14
Cultivar Capital, Inc.
UNCHANGED4,0744,07400%$1.3M$1.3M+$14.3K2026-10-14
Financial Consulate, Inc
INCREASED4,0684,063+5+0%$1.3M$1.3M+$15.9K2026-10-23
Park Place Capital Corp
DECREASED4,06514,001-9,936-71%$4.6M$1.3M-$3.2M2026-11-09
Outlook Wealth Advisors, LLC
DECREASED4,0614,221-160-4%$1.4M$1.3M-$38.0K2026-10-28
Viewpoint Capital Management LLC
INCREASED4,0282,368+1,660+70%$775.1K$1.3M+$557.5K2026-10-27
Avail Investment Partners, LLC
INCREASED4,0193,985+34+1%$1.3M$1.3M+$25.2K2026-10-16
Persium Advisors, LLC
INCREASED4,0173,857+160+4%$1.3M$1.3M+$66.4K2026-10-07
SBK Financial, Inc.
DECREASED4,0114,316-305-7%$1.4M$1.3M-$85.8K2026-11-02
Heck Capital Advisors, LLC
INCREASED4,0073,780+227+6%$1.2M$1.3M+$88.3K2026-10-14
J. Derek Lewis & Associates Inc.
DECREASED4,0034,030-27-1%$1.3M$1.3M+$4.7K2026-11-03
Investmark Advisory Group LLC
INCREASED4,0013,040+961+32%$995.1K$1.3M+$328.8K2026-10-27
Richard P Slaughter Associates Inc
INCREASED3,9873,958+29+1%$1.3M$1.3M+$23.3K2026-10-13
Worthington Financial Partners, LLC
UNCHANGED3,9813,98100%$1.3M$1.3M+$13.9K2026-10-13
Connective Portfolio Management, LLC
DECREASED3,98010,980-7,000-64%$3.6M$1.3M-$2.3M2026-10-22
Investment Planning Advisors, Inc.
INCREASED3,9803,743+237+6%$1.2M$1.3M+$91.6K2026-10-14
Ariadne Wealth Management, LP
INCREASED3,9803,927+53+1%$1.3M$1.3M+$31.3K2026-11-06
Independence Financial Advisors, LLC
INCREASED3,9753,972+3+0%$1.3M$1.3M+$14.8K2026-10-08
Rise Advisors, LLC
INCREASED3,9713,750+221+6%$1.2M$1.3M+$86.2K2026-10-16
Total Investment Management Inc
DECREASED3,9663,988-22-1%$1.4M$1.3M-$90.9K2026-10-22
Warwick Investment Management, Inc.
DECREASED3,9644,169-205-5%$1.4M$1.3M-$53.4K2026-10-19
Watershed Private Wealth LLC
INCREASED3,9442,302+1,642+71%$753.5K$1.3M+$551.3K2026-10-30
Avantra Family Wealth, Inc.
INCREASED3,9423,857+85+2%$1.3M$1.3M+$41.6K2026-10-20
Narus Financial Partners, LLC
DECREASED3,9373,978-41-1%$1.3M$1.3M+$3592026-10-19
apricus wealth, LLC
INCREASED3,9343,334+600+18%$1.1M$1.3M+$210.2K2026-10-26
Long Road Investment Counsel, LLC
UNCHANGED3,9323,93200%$1.3M$1.3M+$13.8K2026-11-04
D.B. Root & Company, LLC
INCREASED3,9293,785+144+4%$1.2M$1.3M+$60.6K2026-11-04
Fulcrum Equity Management
INCREASED3,9253,757+168+4%$1.2M$1.3M+$68.5K2026-10-21
BlueSky Wealth Advisors, LLC
INCREASED3,9173,547+370+10%$1.2M$1.3M+$134.8K2026-10-29
Magnolia Capital Management LTD
UNCHANGED3,9163,91600%$1.3K$1.3K+$142026-10-09
Skba Capital Management LLC
UNCHANGED3,9073,90700%$1.3M$1.3M+$13.7K2026-11-09
Ardent Capital Management, Inc.
DECREASED3,8863,902-160%$1.3M$1.3M+$8.4K2026-10-16
Hoxton Planning & Management, LLC
DECREASED3,8723,897-25-1%$1.3M$1.3M+$5.5K2026-10-15
Wendell David Associates Inc
DECREASED3,8713,875-40%$1.3M$1.3K-$1.3M2026-10-27
Northbridge Financial Group, LLC
INCREASED3,8703,692+178+5%$1.2M$1.3M+$73.4K2026-11-05
Heritage Family Offices, LLP
INCREASED3,8623,425+437+13%$1.1M$1.3M+$156.6K2026-11-02
Juncture Wealth Strategies, LLC
INCREASED3,8583,809+49+1%$1.2M$1.3M+$29.4K2026-10-06
TrueWealth Advisors, LLC
DECREASED3,8583,888-30-1%$1.3M$1.3M+$3.9K2026-10-09
Cannon Advisors, Inc.
DECREASED3,8576,989-3,132-45%$2.4M$1.3M-$1.1M2026-10-14
Fiduciary Financial Group, LLC
DECREASED3,8554,261-406-10%$1.4M$1.3M-$119.5K2026-10-13
LCM Capital Management Inc
UNCHANGED3,8543,85400%$1.3M$1.3M+$13.5K2026-10-20
Willow Creek Wealth Management Inc.
INCREASED3,8523,844+8+0%$1.3M$1.3M+$16.0K2026-10-26
Gemmer Asset Management LLC
DECREASED3,8444,091-247-6%$1.3M$1.3M-$67.2K2026-10-16
Granville Capital, Inc.
INCREASED3,8433,375+468+14%$1.1M$1.3M+$166.7K2026-11-05
Encompass Wealth Advisors, LLC
INCREASED3,8401,656+2,184+132%$541.9K$1.3M+$728.3K2026-10-15
Invenio Wealth Partners LLC
INCREASED3,8313,702+129+3%$1.2M$1.3M+$55.6K2026-10-20
Randall & Associates Wealth Management
INCREASED3,8302,468+1,362+55%$807.9K$1.3M+$459.2K2026-10-20
Probity Advisors, Inc.
DECREASED3,8303,952-122-3%$1.3M$1.3M-$26.5K2026-10-23
Challenger Wealth Management
DECREASED3,8243,957-133-3%$1.3M$1.3M-$30.4K2026-10-30
Eagle Harbor Asset Management Inc
INCREASED3,8163,815+1+0%$1.2M$1.3M+$13.6K2026-10-21
Poehling Capital Management, Inc.
INCREASED3,8113,810+1+0%$1.2M$1.3M+$13.5K2026-10-20
Shulman DeMeo Asset Management LLC
DECREASED3,8003,815-150%$1.2M$1.3M+$14.5K2026-10-09
Langley Wealth Management, LLC
DECREASED3,7903,799-90%$1.2M$1.3M+$10.3K2026-11-04
North Capital, Inc.
DECREASED3,7793,965-186-5%$1.3M$1.3M-$45.5K2026-10-16
Rasp Wealth Solutions, LLC
INCREASED3,7773,620+157+4%$1.2M$1.2M+$64.7K2026-11-06
Secure Asset Management, LLC
DECREASED3,7753,831-56-1%$1.3M$1.2M-$5.1K2026-10-19
TruNorth Capital Management, LLC
INCREASED3,7703,389+381+11%$1.1M$1.2M+$137.9K2026-10-14
Nova Financial LLC
NEW3,766—+3,766——$1.2M—2026-11-04
Hobart Private Capital, LLC
INCREASED3,7633,519+244+7%$1.2M$1.2M+$93.0K2026-10-19
Hughes Financial Services, LLC
INCREASED3,7563,713+43+1%$1.2M$1.3M+$75.1K2026-10-30
MRA Advisory Group
INCREASED3,7522,951+801+27%$965.9K$1.2M+$275.4K2026-10-07
Oliver Luxxe Assets LLC
DECREASED3,7445,272-1,528-29%$1.7M$1.2M-$487.1K2026-10-14
Wealthcare Capital Partners, LLC
INCREASED3,7293,720+9+0%$1.2M$1.2M+$15.8K2026-10-21
Santori & Peters, Inc.
INCREASED3,7273,719+8+0%$1.2M$1.2M+$15.6K2026-10-26
Charter Capital Management, Llc\de
DECREASED3,7253,980-255-6%$1.3M$1.2M-$70.3K2026-10-28
Leonteq Securities AG
DECREASED3,7156,805-3,090-45%$2.2M$1.2M-$998.4K2026-10-29
Rooted Wealth Advisors, Inc.
UNCHANGED3,7113,71100%$1.2M$1.2M$02026-11-03
Freedom Day Solutions, LLC
INCREASED3,7093,422+287+8%$1.1M$1.2M+$107.1K2026-10-20
Pension & Wealth Management Advisors, Inc.
INCREASED3,7083,105+603+19%$1.0M$1.2M+$210.2K2026-10-16
Arkfeld Wealth Strategies, L.L.C.
DECREASED3,7063,765-59-2%$1.3M$1.2M-$50.1K2026-10-19
Mach-1 Financial Group, LLC
INCREASED3,7013,601+100+3%$1.2M$1.2M+$45.5K2026-11-06
Semus Wealth Partners LLC
INCREASED3,7013,689+12+0%$1.2M$1.2M+$16.9K2026-10-22
Bluesphere Advisors LLC
INCREASED3,6953,690+5+0%$1.2M$1.2M+$14.3K2026-10-19
Puff Wealth Management, LLC
INCREASED3,6913,650+41+1%$1.2M$1.2M+$26.4K2026-10-07
Foguth Wealth Management, Llc.
INCREASED3,6483,093+555+18%$1.0M$1.2M+$190.9K2026-10-19
Carlson Financial, Inc.
INCREASED3,6433,638+5+0%$1.2M$1.2M+$14.3K2026-11-05
TFB Advisors LLC
INCREASED3,6333,565+68+2%$1.2M$1.2M+$35.0K2026-11-02
Element Squared LLC
NEW3,630—+3,630——$1.2M—2026-11-09
Form Wealth Advisors, LLC
DECREASED3,6283,705-77-2%$1.2M$1.2M-$12.3K2026-10-13
Walser Wealth Management Company, A Ltd Liability Co
DECREASED3,6233,773-150-4%$1.2M$1.2M-$36.4K2026-10-15
denkapparat Operations GmbH
NEW3,622—+3,622——$1.2M—2026-11-09
William Mack & Associates, Inc.
DECREASED3,6203,717-97-3%$1.2M$1.2M-$19.0K2026-10-27
Compass Ion Advisors, LLC
INCREASED3,6203,610+10+0%$1.2M$1.2M+$15.7K2026-10-23
Michael Brady & Co., LLC
DECREASED3,6173,692-75-2%$1.2M$1.2M-$11.9K2026-10-23
Pine Haven Investment Counsel, Inc
DECREASED3,6163,666-50-1%$1.2M$1.2M-$3.7K2026-11-02
Clearwave Capital, LLC
INCREASED3,6083,258+350+11%$1.1M$1.2M+$127.0K2026-10-27
Ackerman Capital Advisors, LLC
INCREASED3,6033,398+205+6%$1.1M$1.2M+$79.7K2026-10-30
GLR Partners, LLC
DECREASED3,6023,660-58-2%$1.2M$1.2M-$6.4K2026-11-04
Plan Group Financial, LLC
DECREASED3,60137,583-33,982-90%$12.3M$1.2M-$11.1M2026-10-22
Summa Corp.
UNCHANGED3,6003,60000%$1.2M$1.2M+$12.6K2026-10-30
R.H. Dinel Investment Counsel, Inc.
DECREASED3,5923,892-300-8%$1.3M$1.2M-$85.6K2026-10-14
MFA Wealth Services
DECREASED3,5723,691-119-3%$1.2M$1.2M-$26.2K2026-10-14
Landaas & Co
INCREASED3,5633,464+99+3%$1.1M$1.2M+$44.9K2026-10-29
Cooper S Advisors, LLC
DECREASED3,5603,583-23-1%$1.2M$1.2M+$5.0K2026-11-03
Knuff & Co LLC
INCREASED3,5573,507+50+1%$1.1M$1.2M+$28.8K2026-11-06
Tcfg Investment Advisors, LLC
INCREASED3,5443,543+1+0%$1.2M$1.2M+$12.5K2026-10-20
Pennsylvania Capital Management Inc
DECREASED3,5423,546-40%$1.2M$1.2M+$11.2K2026-11-05
Renasant Bank
DECREASED3,5413,601-60-2%$1.2M$1.2M-$7.2K2026-11-05
DecisionMap Wealth Management, LLC
DECREASED3,5283,665-137-4%$1.2M$1.2M-$32.5K2026-10-29
Client 1ST Advisory Group, LLC
DECREASED3,5253,659-134-4%$1.2M$1.2M-$31.5K2026-10-19
Lexington Hill Partners, LLC
UNCHANGED3,5253,52500%$1.2M$1.2M+$12.4K2026-10-13
Concentrum Wealth Management
INCREASED3,5163,504+12+0%$1.1M$1.2M+$16.2K2026-11-09
Postrock Partners LLC
UNCHANGED3,5023,50200%$1.1M$1.2M+$12.3K2026-11-02
WJ Interests, LLC
UNCHANGED3,4983,49800%$1.1M$1.2M+$12.2K2026-10-14
Isthmus Partners, LLC
INCREASED3,4973,481+16+0%$1.1M$1.2M+$17.5K2026-10-21
Wealth Science Advisors LLC
DECREASED3,4933,681-188-5%$1.2M$1.2M-$49.3K2026-10-09
Millennium Capital Advisors, LLC
INCREASED3,4823,481+1+0%$1.1M$1.2M+$12.2K2026-10-16
Kuhn & Co Investment Counsel
INCREASED3,4813,105+376+12%$1.0M$1.2M+$135.3K2026-10-29
W.H. Cornerstone Investments Inc.
INCREASED3,4793,474+5+0%$1.1M$1.2M+$14.0K2026-11-03
Delta Wealth Advisors LLC
UNCHANGED3,4773,47700%$1.1M$1.2M+$12.2K2026-10-09
Rudd Co d/b/a Styre Wealth
NEW3,473—+3,473——$1.2M—2026-10-29
Meridian Financial Advisors, LLC
INCREASED3,4662,912+554+19%$953.3K$1.1M+$193.5K2026-10-14
DMC Group, LLC
DECREASED3,4633,815-352-9%$1.2M$1.1M-$103.1K2026-10-26
Firestone Capital Management
INCREASED3,4613,451+10+0%$1.1M$1.1M+$15.3K2026-11-03
Wealth Quarterback LLC
INCREASED3,4593,386+73+2%$1.1M$1.1M+$35.9K2026-10-20
Hopwood Financial Services, Inc.
INCREASED3,4483,103+345+11%$1.0M$1.1M+$124.8K2026-10-29
Gouws Capital LLC
UNCHANGED3,4333,43300%$1.1M$1.1M+$12.0K2026-10-09
Cardinal Strategic Wealth Guidance
UNCHANGED3,4323,43200%$1.1M$1.1M+$12.0K2026-11-02
Holland Advisory Services, Inc.
DECREASED3,4233,663-240-7%$1.2M$1.1M-$66.6K2026-10-26
Ledgewood Wealth Advisors, LLC
INCREASED3,4211,760+1,661+94%$576.2K$1.1M+$555.7K2026-10-09
National Wealth Management Group, LLC
INCREASED3,4103,086+324+11%$1.0M$1.1M+$118.1K2026-10-26
Holcombe Financial, Inc.
UNCHANGED3,4083,40800%$1.1M$1.1M+$11.9K2026-10-16
tru Independence LLC
DECREASED3,4073,562-155-4%$1.2M$1.1M-$38.7K2026-10-20
Maltin Wealth Management, Inc.
INCREASED3,4063,397+9+0%$1.1M$1.1M+$14.9K2026-10-13
Abound Wealth Management
DECREASED3,3903,520-130-4%$1.2M$1.1M-$30.6K2026-10-26
Bank & Trust Co
DECREASED3,3903,438-48-1%$1.1M$1.1M-$3.8K2026-10-07
Weaver Consulting Group
INCREASED3,3893,272+117+4%$1.1M$1.1M+$50.2K2026-10-07
RVW Wealth, LLC
INCREASED3,3833,365+18+1%$1.1M$1.1M+$17.7K2026-10-06
Elevation Wealth Partners, LLC
DECREASED3,3823,409-27-1%$1.1M$1.1M+$3.0K2026-10-07
Mullooly Asset Management, Inc.
INCREASED3,3803,368+12+0%$1.1M$1.1M+$15.4K2026-10-30
Opal Wealth Advisors, LLC
DECREASED3,3703,519-149-4%$1.2M$1.1M-$37.0K2026-10-16
Cogent Private Wealth, Inc.
INCREASED3,3693,349+20+1%$1.1M$1.1M+$18.3K2026-11-06
Index Fund Advisors, Inc.
INCREASED3,3633,223+140+4%$1.1M$1.1M+$57.6K2026-11-05
Western Financial Corp
INCREASED3,3633,309+54+2%$1.1M$1.1M+$29.4K2026-10-14
Lionshead Wealth Management, LLC
INCREASED3,3603,336+24+1%$1.1M$1.1M+$19.6K2026-10-21
KFA Private Wealth Group, LLC
INCREASED3,3572,809+548+20%$919.7K$1.1M+$191.0K2026-10-07
Acorn Creek Capital LLC
DECREASED3,3573,361-40%$1.1M$1.1M+$10.4K2026-11-05
South Shore Capital Advisors
INCREASED3,3563,327+29+1%$1.1M$1.1M+$21.4K2026-10-20
BNB Wealth Management, LLC
INCREASED3,3533,046+307+10%$997.1K$1.1M+$112.1K2026-10-28
Peck Wealth Management, LLC
UNCHANGED3,3523,35200%$1.1M$1.1M+$11.7K2026-10-29
Mascoma Wealth Management LLC
INCREASED3,3393,278+61+2%$1.1M$1.1M+$31.7K2026-10-23
Motive Wealth Advisors
INCREASED3,3383,270+68+2%$1.1M$1.1M+$33.9K2026-10-26
Rede Wealth, LLC
UNCHANGED3,3383,33800%$1.1M$1.1M+$11.7K2026-10-22
Bright Futures Wealth Management, Llc.
DECREASED3,3363,357-21-1%$1.1M$1.1M+$4.8K2026-10-23
Capital Management Associates, Inc
INCREASED3,3313,325+6+0%$1.1M$1.1M+$13.7K2026-10-20
Eubel Brady & Suttman Asset Management Inc
INCREASED3,3263,282+44+1%$1.1M$1.1M+$26.0K2026-11-04
Buttonwood Financial Advisors Inc.
DECREASED3,3243,329-50%$1.1M$1.1M+$9.8K2026-10-13
Wallington Asset Management, LLC
INCREASED3,3183,218+100+3%$1.1M$1.1M+$44.3K2026-11-04
Johnson Financial Group, LLC
DECREASED3,3158,455-5,140-61%$2.8M$1.1M-$1.7M2026-11-03
Lord & Richards Wealth Management, LLC
INCREASED3,3082,715+593+22%$889.2K$1.1M+$205.1K2026-10-14
Evolution Advisers, Inc.
INCREASED3,299660+2,639+400%$216.0K$1.1M+$890.2K2026-11-06
Beacon Capital Management, LLC
INCREASED3,2983,251+47+1%$1.1M$1.1M+$27.0K2026-10-23
Meramec Financial Planners, LLC
DECREASED3,2793,288-90%$1.2M$1.1M-$74.4K2026-11-09
Towercrest Capital Management
DECREASED3,2763,612-336-9%$1.2M$1.1M-$98.5K2026-10-23
Capital Advantage, Inc.
INCREASED3,2723,262+10+0%$1.1M$1.1M+$14.7K2026-10-14
FAI Advisors, Inc.
INCREASED3,2693,169+100+3%$1.0M$1.1M+$44.2K2026-10-27
Castleview Partners, LLC
INCREASED3,2623,115+147+5%$1.0M$1.1M+$59.6K2026-10-09
Philip James Wealth Mangement, LLC
DECREASED3,2574,131-874-21%$1.4M$1.1M-$274.8K2026-10-27
Silver Lake Advisory, LLC
INCREASED3,2573,245+12+0%$1.1M$1.1M+$15.4K2026-10-22
KW Wealth Management LLC
NEW3,246—+3,246——$1.1M—2026-10-28
Kellett Wealth Advisors, LLC
INCREASED3,2423,147+95+3%$1.0M$1.1M+$42.5K2026-10-15
Bond & Devick Financial Network, Inc.
INCREASED3,2412,966+275+9%$970.9K$1.1M+$101.4K2026-10-23
Sanchez Gaunt Capital Management, LLC
DECREASED3,2273,286-59-2%$1.1M$1.1M-$8.0K2026-11-03
Alliance Wealth Management Group
DECREASED3,2213,557-336-9%$1.2M$1.1M-$98.7K2026-10-29
Legacy Wealth Partners, LLC
INCREASED3,2163,205+11+0%$1.0M$1.1M+$14.9K2026-10-15
Financial Insights, Inc.
INCREASED3,2153,089+126+4%$1.0M$1.1M+$52.5K2026-10-27
Optivise Advisory Services LLC
INCREASED3,2143,142+72+2%$1.0M$1.1M+$35.0K2026-10-19
North Point Portfolio Managers Corp
UNCHANGED3,2103,21000%$1.1M$1.1M+$11.2K2026-10-07
Wolff Financial Management LLC
UNCHANGED3,2093,20900%$1.1M$1.1M+$11.2K2026-10-23
Salzhauer Michael
DECREASED3,2013,215-140%$1.1M$1.1M+$6.6K2026-10-28
Worth Asset Management, LLC
INCREASED3,1952,653+542+20%$868.3K$1.1M+$188.7K2026-10-07
Quantum Private Wealth, LLC
DECREASED3,1883,438-250-7%$1.1M$1.1M-$70.7K2026-10-20
AMG Asset Management Group, Inc.
INCREASED3,1872,428+759+31%$794.8K$1.1M+$259.6K2026-10-21
Bell Investment Advisors, Inc
INCREASED3,1742,246+928+41%$735.2K$1.1M+$315.0K2026-10-29
Creekside Partners
UNCHANGED3,1713,17100%$1.0M$1.0M+$11.1K2026-11-04
Elevated Financial Group LLC
DECREASED3,1703,652-482-13%$1.2M$1.0M-$146.7K2026-10-16
CapWealth Advisors, LLC
INCREASED3,1573,000+157+5%$982.0K$1.0M+$62.4K2026-10-05
Prospera Capital Management, LLC
INCREASED3,1552,452+703+29%$828.1K$1.0M+$215.7K2026-10-19
Smith Shellnut Wilson LLC
UNCHANGED3,1503,15000%$1.0M$1.0M+$11.0K2026-10-21
WestHill Financial Advisors, Inc.
DECREASED3,1493,205-56-2%$1.0M$1.0M-$7.5K2026-10-14
Intelligence Driven Advisers, LLC
INCREASED3,1452,890+255+9%$946.1K$1.0M+$94.3K2026-10-09
Decker Wealth Management LLC
INCREASED3,1442,241+903+40%$733.5K$1.0M+$306.7K2026-10-09
Atala Financial Inc
DECREASED3,1433,146-30%$1.0M$1.0M+$10.0K2026-10-22
Ironsides Asset Advisors, LLC
INCREASED3,1402,590+550+21%$847.9K$1.0M+$191.0K2026-10-20
Hilton Head Capital Partners, LLC
DECREASED3,1373,516-379-11%$1.2M$1.0M-$113.0K2026-10-23
Lawood & Co
DECREASED3,1363,191-55-2%$1.0M$1.0M-$7.0K2026-10-09
SilverOak Wealth Management LLC
DECREASED3,1353,150-150%$1.0M$1.0M+$6.1K2026-10-29
Holos Integrated Wealth LLC
INCREASED3,1342,894+240+8%$981.7K$1.0M+$63.6K2026-10-23
Alpha Advisors, LLC
INCREASED3,1293,110+19+1%$1.0M$1.0M+$17.0K2026-10-19
Pacific Center for Financial Services
INCREASED3,1283,126+2+0%$1.0M$1.0M+$11.6K2026-10-15
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED3,1203,106+14+0%$1.0M$1.0M+$15.5K2026-10-15
Tenet Wealth Partners, LLC
UNCHANGED3,1183,11800%$1.1M$1.0M-$79.1K2026-10-19
Mogy Joel R Investment Counsel Inc
INCREASED3,1163,040+76+3%$995.1K$1.0M+$35.8K2026-10-13
Ring Mountain Capital, LLC
INCREASED3,1123,104+8+0%$1.0M$1.0M+$13.5K2026-10-13
Mindset Wealth Management, LLC
INCREASED3,1043,001+103+3%$982.3K$1.0M+$44.4K2026-10-19
A. D. Beadell Investment Counsel, Inc.
DECREASED3,0973,122-25-1%$1.0K$1.0K+$32026-10-14
Arbor Wealth Advisors LLC
UNCHANGED3,0963,09600%$1.0M$1.0M+$10.8K2026-10-09
ARK & TLK Investments, LLC
DECREASED3,0913,096-50%$1.0M$1.0M+$9.2K2026-10-20
Elevation Wealth Management LLC
INCREASED3,0883,074+14+0%$1.0M$1.0M+$15.3K2026-11-02
Absolute Capital Management, LLC
DECREASED3,0793,087-80%$1.0M$1.0M+$8.2K2026-10-16
Greater Midwest Financial Group, LLC
INCREASED3,0713,062+9+0%$1.0M$1.0M+$13.4K2026-10-13
Keener Financial Planning LLC
INCREASED3,0682,843+225+8%$930.0K$1.0M+$85.1K2026-11-06
American National Bank of Texas
DECREASED3,0683,105-37-1%$1.0M$1.0M-$1.4K2026-10-07
Dakota Community Bank & Trust NA
INCREASED3,0552,811+244+9%$920.1K$1.0M+$90.6K2026-10-09
Catalyst Investment Management LLC
INCREASED3,0202,571+449+17%$841.6K$999.1K+$157.5K2026-10-21
Darwin Wealth Management, LLC
INCREASED3,0162,235+781+35%$731.9K$997.9K+$266.0K2026-11-09
BCS Wealth Management
DECREASED3,0163,305-289-9%$1.1M$997.7K-$84.0K2026-11-03
Cahaba Wealth Management, Inc.
INCREASED3,0152,893+122+4%$946.8K$997.4K+$50.6K2026-10-26
Eagle Bay Advisors LLC
INCREASED3,0142,772+242+9%$907.3K$997.1K+$89.8K2026-10-16
Old North State Wealth Management, LLC
DECREASED3,0133,437-424-12%$1.1M$999.3K-$129.4K2026-10-22
Carmel Capital Partners, LLC
DECREASED3,0133,107-94-3%$1.0M$996.8K-$20.2K2026-11-03
Invested Advisors
DECREASED3,0123,018-60%$987.9K$996.5K+$8.6K2026-10-23
Ehrlich Financial Group
INCREASED3,0102,993+17+1%$979.8K$995.9K+$16.1K2026-10-20
American Capital Advisory, LLC
INCREASED3,0062,995+11+0%$980.4K$994.5K+$14.1K2026-10-28
Pullen Investment Management, LLC
DECREASED3,0043,115-111-4%$1.0M$993.8K-$25.8K2026-10-23
Aletheian Wealth Advisors LLC
INCREASED2,9962,960+36+1%$968.9K$991.2K+$22.3K2026-10-08
Reston Wealth Management LLC
INCREASED2,9952,898+97+3%$948.7K$990.8K+$42.1K2026-10-29
Financial Enhancement Group LLC
DECREASED2,9933,031-38-1%$992.1K$986.4K-$5.7K2026-10-08
Sterling Group Wealth Management, LLC
DECREASED2,9903,989-999-25%$1.3M$989.3K-$316.5K2026-11-03
WealthTrust Asset Management, LLC
DECREASED2,9903,184-194-6%$1.0M$989.1K-$53.1K2026-10-22
Strid Group, LLC
INCREASED2,9872,890+97+3%$945.9K$988.2K+$42.3K2026-10-28
Hamilton Capital, LLC
INCREASED2,9842,853+131+5%$933.8K$987.1K+$53.3K2026-10-08
Riverwater Partners LLC
INCREASED2,9802,640+340+13%$864.3K$985.9K+$121.6K2026-11-03
Integris Wealth Management, LLC
INCREASED2,9792,969+10+0%$971.7K$985.4K+$13.7K2026-10-14
Burkett Financial Services, LLC
INCREASED2,9782,737+241+9%$896.2K$985.4K+$89.2K2026-10-01
LightSquare Wealth Management, LLC
INCREASED2,9732,952+21+1%$966.2K$983.7K+$17.5K2026-11-03
Drum Hill Capital, LLC
INCREASED2,9692,334+635+27%$764.0K$982.2K+$218.2K2026-10-20
IVC Wealth Advisors LLC
DECREASED2,9593,583-624-17%$1.2M$978.9K-$193.8K2026-10-23
Torray Investment Partners LLC
UNCHANGED2,9592,95900%$968.6K$978.9K+$10.4K2026-10-30
Collective Family Office LLC
DECREASED2,9573,030-73-2%$991.8K$978.3K-$13.5K2026-10-05
Future Financial Wealth Managment LLC
UNCHANGED2,9562,95600%$1.0M$977.8K-$56.4K2026-10-15
Tiller Private Wealth, Inc.
UNCHANGED2,9562,95600%$967.7K$978.0K+$10.4K2026-10-26
Verus Financial Partners, Inc.
DECREASED2,9552,992-37-1%$979.3K$977.7K-$1.6K2026-10-29
Successful Portfolios LLC
UNCHANGED2,9522,95200%$992.1K$981.1K-$11.0K2026-10-09
Financial Freedom, LLC
INCREASED2,9512,947+4+0%$964.6K$976.1K+$11.6K2026-11-06
Nolet Wealth Management, LLC
INCREASED2,9502,887+63+2%$944.9K$975.8K+$30.9K2026-10-15
Pachira Investments Inc.
INCREASED2,9462,713+233+9%$888.2K$974.5K+$86.3K2026-10-14
Miramontes Capital, LLC
DECREASED2,9442,991-47-2%$979.0K$974.0K-$5.1K2026-10-19
First Affirmative Financial Network
NEW2,938—+2,938——$971.8K—2026-10-21
Hyposwiss Advisors SA
UNCHANGED2,9342,93400%$960.4K$970.7K+$10.3K2026-10-26
Friday Financial
INCREASED2,9312,741+190+7%$929.9K$976.5K+$46.5K2026-10-09
Bayban
UNCHANGED2,9302,93000%$959.1K$959.1K$02026-11-05
Endeavor Private Wealth, Inc.
INCREASED2,9272,838+89+3%$928.9K$968.5K+$39.6K2026-11-05
Eagle Wealth Advisors LLC
INCREASED2,9262,692+234+9%$881.2K$968.0K+$86.8K2026-10-20
Alessandra Capital Management, LLC
DECREASED2,9102,940-30-1%$962.4K$962.7K+$3642026-10-30
Melfa Wealth Management, Inc.
INCREASED2,9072,557+350+14%$836.9K$961.6K+$124.7K2026-11-06
Waller Financial Planning Group, Inc
DECREASED2,8982,942-44-1%$963.0K$958.7K-$4.3K2026-10-07
Activest Wealth Management
INCREASED2,8882,732+156+6%$894.1K$955.4K+$61.2K2026-10-15
Paladin Advisory Group, LLC
UNCHANGED2,8772,87700%$941.7K$951.8K+$10.1K2026-11-09
Code Waechter LLC
INCREASED2,8762,750+126+5%$900.0K$951.5K+$51.4K2026-10-23
My Personal CFO, LLC
INCREASED2,8632,730+133+5%$893.6K$947.2K+$53.6K2026-10-14
Flynn Zito Capital Management, LLC
INCREASED2,8622,830+32+1%$926.3K$946.9K+$20.6K2026-11-04
J. L. Bainbridge & Co., Inc.
DECREASED2,8612,891-30-1%$946.4K$946.6K+$1952026-10-20
Mission Financial Group, LLC
DECREASED2,8572,975-118-4%$973.9K$945.2K-$28.7K2026-10-21
Paragon Capital Management Ltd
DECREASED2,8562,982-126-4%$976.4K$944.7K-$31.7K2026-10-09
E6 Portfolios, LLC
DECREASED2,8432,952-109-4%$966.4K$940.4K-$26.0K2026-10-26
Asset Planning,Inc
INCREASED2,8312,827+4+0%$925.3K$936.7K+$11.4K2026-10-26
Planned Solutions, Inc.
DECREASED2,8292,843-140%$930.6K$935.9K+$5.3K2026-10-19
Meritas Wealth Management, LLC
INCREASED2,8271,231+1,596+130%$402.9K$935.3K+$532.3K2026-10-14
Objective Capital Management, LLC
DECREASED2,8252,874-49-2%$940.9K$934.6K-$6.3K2026-10-13
Capstone Wealth Management, LLC
DECREASED2,8232,852-29-1%$933.5K$933.9K+$3882026-11-02
UMB Private Wealth Management, LLC
NEW2,820—+2,820——$933.0K—2026-10-19
QP Wealth Management, LLC
DECREASED2,8182,838-20-1%$929.0K$932.3K+$3.3K2026-10-20
Bensler, LLC
DECREASED2,8102,840-30-1%$929.5K$929.6K+$1122026-11-05
Richwood Investment Advisors, LLC
INCREASED2,7962,601+195+8%$851.4K$925.0K+$73.6K2026-10-30
Physician Wealth Advisors, Inc.
INCREASED2,7862,573+213+8%$842.1K$921.6K+$79.6K2026-10-20
Global Strategic Investment Solutions, LLC
INCREASED2,7772,735+42+2%$895.2K$918.7K+$23.5K2026-10-16
WMG Financial Advisors, LLC
UNCHANGED2,7712,77100%$907.1K$907.1K$02026-10-28
Cambridge Financial Group, LLC
UNCHANGED2,7682,76800%$906.1K$906.1K$02026-10-06
Willis Johnson Wealth, Inc.
INCREASED2,7442,686+58+2%$879.2K$907.7K+$28.6K2026-11-03
R Squared Ltd
INCREASED2,736750+1,986+265%$245.5K$905.2K+$659.7K2026-11-06
Strive Financial Group,LLC
INCREASED2,7351,072+1,663+155%$350.8K$904.9K+$554.2K2026-11-09
Miller Howard Investments Inc
DECREASED2,7323,107-375-12%$1.0M$903.7K-$113.1K2026-10-26
Parkside Investments, LLC
DECREASED2,7282,796-68-2%$915.1K$902.5K-$12.6K2026-10-20
Washburn Capital Management, Inc.
DECREASED2,7112,789-78-3%$912.9K$897.1K-$15.8K2026-10-19
RED Lighthouse Investment Management, LLC
INCREASED2,7072,703+4+0%$884.8K$895.6K+$10.8K2026-11-02
Sachem Hill LLC
DECREASED2,7052,882-177-6%$943.4K$894.9K-$48.5K2026-10-14
Banque de Luxembourg S.A.
INCREASED2,7052,594+111+4%$849.1K$894.9K+$45.8K2026-10-14
Tucker Asset Management LLC
INCREASED2,7022,510+192+8%$821.6K$893.9K+$72.3K2026-10-29
Sound Portfolio Advisors, LLC
INCREASED2,6892,677+12+0%$876.3K$889.6K+$13.3K2026-11-05
Harrington Investments, Inc
UNCHANGED2,6852,68500%$878.9K$888.3K+$9.4K2026-10-14
Braun-Bostich & Associates Inc.
INCREASED2,6832,581+102+4%$844.8K$887.6K+$42.8K2026-10-20
Veery Capital, LLC
INCREASED2,6712,670+1+0%$874.0K$883.5K+$9.6K2026-10-07
ICW Investment Advisors LLC
DECREASED2,6692,685-16-1%$879.0K$883.0K+$4.1K2026-10-27
Centerline Wealth Advisors, LLC
DECREASED2,6682,671-30%$874.3K$882.7K+$8.4K2026-10-15
Entrust Financial LLC
INCREASED2,6532,639+14+1%$863.9K$877.5K+$13.7K2026-11-04
Birch Financial Group, LLC
DECREASED2,6522,664-120%$872.1K$877.2K+$5.1K2026-10-27
Steinberganna Wealth Management
INCREASED2,6502,634+16+1%$862.3K$876.5K+$14.2K2026-10-23
Essex Investment Management Co LLC
DECREASED2,6462,721-75-3%$890.7K$875.4K-$15.3K2026-10-19
Smith & Howard Wealth Management, LLC
INCREASED2,6441,640+1,004+61%$536.8K$874.8K+$338.0K2026-10-27
Elite Life Management LLC
INCREASED2,6382,624+14+1%$942.6K$889.9K-$52.7K2026-11-06
Mainsail Asset Management, LLC
DECREASED2,6373,282-645-20%$1.1M$873.7K-$245.7K2026-10-14
365 WMG Private Fund I: Primus Fund LLC
NEW2,634—+2,634——$871.4K—2026-10-20
Axecap Investments, LLC
INCREASED2,6341,684+950+56%$551.2K$871.4K+$320.2K2026-10-20
Wealthstar Advisors, LLC
INCREASED2,6322,626+6+0%$859.6K$870.6K+$11.0K2026-10-19
Cascade Investment Advisors, Inc.
UNCHANGED2,6312,63100%$861.3K$870.5K+$9.2K2026-11-02
Tillman Hartley LLC
DECREASED2,6152,663-48-2%$871.7K$865.1K-$6.6K2026-11-06
Emergent Wealth Advisors, LLC
INCREASED2,6102,501+109+4%$816.6K$863.4K+$46.8K2026-10-09
Arkansas Financial Group, Inc.
DECREASED2,6052,667-62-2%$873.1K$861.9K-$11.2K2026-10-26
CLG LLC
INCREASED2,6012,531+70+3%$828.3K$860.4K+$32.1K2026-10-13
Hardworking Capital Advisors, LLC
NEW2,599—+2,599——$859.8K—2026-10-20
SP Asset Management LLC
INCREASED2,5992,593+6+0%$848.8K$859.7K+$10.9K2026-11-05
Palatine Hill Wealth Management, LLC
UNCHANGED2,5952,59500%$849.4K$858.5K+$9.1K2026-11-03
Cherrydale Wealth Management, LLC
UNCHANGED2,5792,57900%$844.1K$853.4K+$9.3K2026-10-20
Horst & Graben Wealth Management LLC
DECREASED2,5773,472-895-26%$1.2M$852.4K-$307.3K2026-11-02
Guidance Capital, Inc
DECREASED2,5753,198-623-19%$1.1M$877.1K-$220.4K2026-11-03
Wedge Capital Management L L P
UNCHANGED2,5702,57000%$841.2K$850.2K+$9.0K2026-10-13
High Point Wealth Management, LLC
INCREASED2,5632,482+81+3%$812.3K$848.0K+$35.7K2026-11-05
Hollow Brook Wealth Management LLC
UNCHANGED2,5612,56100%$838.3K$847.3K+$9.0K2026-10-29
Stronghold Wealth Management L.L.C.
DECREASED2,5542,716-162-6%$889.0K$844.9K-$44.1K2026-10-16
Hillcrest Wealth Advisors - NY, LLC
DECREASED2,5513,080-529-17%$1.0M$843.9K-$164.2K2026-10-22
Hibernia Wealth Partners, LLC
INCREASED2,5502,116+434+21%$692.7K$843.6K+$150.9K2026-10-29
Shikiar Asset Management Inc
UNCHANGED2,5492,54900%$834.0K$843-$833.2K2026-10-20
Southern Michigan Bank & Trust
INCREASED2,5482,529+19+1%$827.8K$843.0K+$15.1K2026-10-19
Dixon Fnancial Services, Inc.
DECREASED2,5422,553-110%$835.7K$841.0K+$5.3K2026-10-23
Burkett Asset Management Ltd
DECREASED2,5402,730-190-7%$893.6K$840.3K-$53.3K2026-10-13
Catalyst Private Wealth, LLC
INCREASED2,5352,407+128+5%$787.9K$838.7K+$50.8K2026-10-13
Investment Insight Wealth Management, LLC
DECREASED2,5252,532-70%$828.8K$835.4K+$6.6K2026-10-30
Arch Global Advisors, LLC
DECREASED2,5172,527-100%$827.2K$832.7K+$5.5K2026-10-23
Atlatl Advisers LLC
INCREASED2,5152,468+47+2%$807.9K$832.0K+$24.2K2026-10-22
Selective Wealth Management, Inc.
INCREASED2,5082,038+470+23%$695.1K$841.6K+$146.6K2026-10-16
Values Added Financial LLC
INCREASED2,5042,463+41+2%$806.2K$828.4K+$22.2K2026-10-28
jvl associates llc
INCREASED2,5012,466+35+1%$807.2K$827.4K+$20.2K2026-10-09
Sherman Asset Management, Inc.
DECREASED2,5002,770-270-10%$906.7K$827.1K-$79.6K2026-11-05
Rare Wolf Capital LLC
INCREASED2,4982,048+450+22%$670.4K$826.4K+$156.0K2026-10-20
J.M. Arbour, LLC
DECREASED2,4962,645-149-6%$865.7K$825.7K-$40.0K2026-11-05
Allegiance Financial Group Advisory Services LLC
INCREASED2,4921,416+1,076+76%$463.5K$824.6K+$361.1K2026-11-02
Tableaux LLC
INCREASED2,4922,147+345+16%$702.8K$824.4K+$121.7K2026-10-23
Arnhold LLC
UNCHANGED2,4922,49200%$815.7K$824.4K+$8.7K2026-10-26
Insight Wealth Partners, LLC
DECREASED2,4872,785-298-11%$911.8K$822.7K-$89.0K2026-10-26
Financial Security Advisor, Inc.
DECREASED2,4852,770-285-10%$906.9K$822.2K-$84.7K2026-11-03
Accelerate Investment Advisors LLC
DECREASED2,4762,567-91-4%$840.3K$819.1K-$21.3K2026-11-02
Corundum Trust Company, Inc
UNCHANGED2,4762,47600%$810.5K$819.1K+$8.7K2026-10-29
Cogent Strategic Wealth LLC
INCREASED2,4752,468+7+0%$807.9K$818.8K+$11.0K2026-10-22
Crescent Grove Advisors, LLC
DECREASED2,4743,763-1,289-34%$1.2M$818.4K-$413.4K2026-10-21
Allen Wealth Management, LLC
DECREASED2,4722,767-295-11%$905.7K$817.8K-$87.9K2026-10-29
Bender Robert & Associates
DECREASED2,4622,481-19-1%$812.0K$814.4K+$2.4K2026-10-21
Madden Securities Corp
DECREASED2,4592,609-150-6%$854.0K$813.5K-$40.5K2026-10-27
Intergy Private Wealth, LLC
DECREASED2,4542,498-44-2%$817.7K$811.9K-$5.8K2026-10-16
Jacobs & Co
INCREASED2,4522,444+8+0%$799$811+$122026-10-09
Fonville Wealth Management LLC
INCREASED2,4511,474+977+66%$482.5K$810.7K+$328.2K2026-10-28
LifeGoal Investments, LLC
INCREASED2,4492,243+206+9%$734.2K$810.2K+$76.0K2026-10-09
Odyssey Capital Advisors, Inc.
DECREASED2,4492,611-162-6%$854.8K$810.1K-$44.7K2026-10-26
Clay Northam Wealth Management, LLC
UNCHANGED2,4472,44700%$801.0K$809.5K+$8.6K2026-10-13
Walker Asset Management, LLC
DECREASED2,4452,481-36-1%$812.1K$809.0K-$3.0K2026-10-13
A4 Wealth Advisors LLC
DECREASED2,4425,712-3,270-57%$1.9M$808.0K-$1.1M2026-10-20
Capitol Family Office, Inc.
DECREASED2,4422,535-93-4%$829.8K$808.0K-$21.8K2026-10-13
Mascagni Wealth Management, Inc.
INCREASED2,4422,428+14+1%$794.7K$808.0K+$13.2K2026-10-23
Lynch Investment Planning, LLC
DECREASED2,4382,554-116-5%$836.0K$806.7K-$29.3K2026-10-27
Compass Financial Group, Inc
INCREASED2,4312,427+4+0%$794.4K$804.2K+$9.7K2026-10-13
Prospect Financial Group LLC
DECREASED2,4172,725-308-11%$892.0K$799.6K-$92.4K2026-11-05
Sloy Dahl & Holst, LLC
DECREASED2,4172,512-95-4%$822.3K$799.6K-$22.6K2026-10-14
Wise Wealth Partners
UNCHANGED2,4152,41500%$790.5K$799.0K+$8.5K2026-10-14
Arbor Investment Advisors, LLC
UNCHANGED2,4092,40900%$788.6K$797.0K+$8.4K2026-10-26
6th Street Advisors, LLC
INCREASED2,3912,390+1+0%$782.3K$791.0K+$8.8K2026-10-14
Ellsworth Advisors, LLC
INCREASED2,3872,178+209+10%$755.5K$789.6K+$34.1K2026-10-15
Atlas Private Wealth Advisors
INCREASED2,3852,382+3+0%$779.8K$789.0K+$9.1K2026-10-23
15 Wealth Advisors LLC
NEW2,381—+2,381——$787.7K—2026-10-14
Centennial Wealth Advisory LLC
INCREASED2,3782,084+294+14%$682.4K$787.7K+$105.3K2026-10-16
Journey Retirement Planning & Investment Management LLC
INCREASED2,3491,846+503+27%$604.3K$777.5K+$173.2K2026-10-09
Clean Yield Group
UNCHANGED2,3472,34700%$768.2K$776.5K+$8.2K2026-10-28
SLT Holdings LLC
DECREASED2,3402,360-20-1%$772.5K$774.1K+$1.6K2026-10-15
Connecticut Capital Management Group, LLC
INCREASED2,3312,312+19+1%$756.8K$771.2K+$14.4K2026-10-29
Corps Capital Advisors, LLC
UNCHANGED2,3302,33000%$762.7K$770.8K+$8.2K2026-11-05
Squire Investment Management Company, LLC
INCREASED2,3262,313+13+1%$757.1K$769.5K+$12.4K2026-11-03
PCG Asset Management, LLC
DECREASED2,3238,554-6,231-73%$2.8M$768.5K-$2.0M2026-11-05
Investors Research Corp
DECREASED2,3232,591-268-10%$848.1K$768.5K-$79.6K2026-10-07
Ariston Services Group
UNCHANGED2,3212,32100%$759.7K$767.9K+$8.1K2026-10-16
Wisconsin Wealth Advisors, LLC
INCREASED2,3192,273+46+2%$743.9K$767.1K+$23.3K2026-10-08
Genesis Private Wealth, LLC
DECREASED2,3142,443-129-5%$799.8K$765.7K-$34.1K2026-11-02
Wagner Wealth Management, Corp
DECREASED2,3132,318-50%$758.8K$765.2K+$6.5K2026-10-20
Balentine LLC
DECREASED2,3092,565-256-10%$839.6K$763.9K-$75.7K2026-11-03
Detalus Advisors, LLC
INCREASED2,3052,303+2+0%$753.9K$762.4K+$8.6K2026-10-15
Sterling Financial Planning, Inc.
DECREASED2,3032,343-40-2%$766.9K$761.9K-$5.0K2026-10-28
Thayer Partners, LLC / MA
INCREASED2,3022,153+149+7%$704.9K$761.5K+$56.6K2026-11-06
MontVue Capital Management, Inc.
UNCHANGED2,3012,30100%$753.2K$761.2K+$8.1K2026-10-19
Gimbal Financial
INCREASED2,2992,290+9+0%$749.7K$760.6K+$10.8K2026-10-19
Sepio Capital, LP
DECREASED2,2935,637-3,344-59%$1.8M$758.9K-$1.1M2026-10-22
Family Capital Management, Inc.
DECREASED2,2902,362-72-3%$773.2K$757.6K-$15.6K2026-11-03
Advisory Solutions Group, LLC
INCREASED2,2881,017+1,271+125%$332.8K$757.1K+$424.3K2026-10-14
Master's Wealth Management Inc.
INCREASED2,2742,089+185+9%$683.9K$752.4K+$68.6K2026-10-22
Cypress Financial Planning LLC
DECREASED2,2732,616-343-13%$856.2K$751.9K-$104.3K2026-10-09
LongView Wealth Management
DECREASED2,2702,276-60%$745.1K$751.1K+$6.0K2026-10-19
Broadway Wealth Solutions, Inc.
DECREASED2,2682,306-38-2%$754.9K$750.5K-$4.4K2026-10-21
Piedmont Capital Management, LLC
UNCHANGED2,2682,26800%$742.4K$750.3K+$7.9K2026-10-21
MKT Advisors LLC
DECREASED2,2532,520-267-11%$854.9K$746.8K-$108.0K2026-10-20
DecisionPoint Financial, LLC
INCREASED2,252831+1,421+171%$277.5K$750.2K+$472.7K2026-10-27
Brummer Multi-Strategy AB
NEW2,246—+2,246——$743.0K—2026-10-27
Avid Wealth Partners LLC
INCREASED2,2442,211+33+1%$723.7K$742.4K+$18.7K2026-11-03
J2 Capital Management Inc
DECREASED2,2352,247-12-1%$735.4K$739.4K+$3.9K2026-10-19
True Link Financial Advisors, LLC
DECREASED2,2312,434-203-8%$796.7K$738.1K-$58.6K2026-10-27
Opus Capital Group, LLC
DECREASED2,2262,248-22-1%$736.0K$736-$735.3K2026-10-30
MN Wealth Advisors, LLC
INCREASED2,2252,171+54+2%$710.8K$736.4K+$25.6K2026-10-23
IMZ Advisory Inc
INCREASED2,2212,205+16+1%$721.8K$734.7K+$12.9K2026-11-03
Cherry Creek Investment Advisors, Inc.
INCREASED2,2192,210+9+0%$723.3K$734.0K+$10.8K2026-10-14
Southern Capital Advisors, LLC
INCREASED2,2192,218+1+0%$726.1K$734.2K+$8.1K2026-10-26
Tactive Advisors, LLC
DECREASED2,2162,465-249-10%$807.0K$733.2K-$73.9K2026-10-08
Schaper Benz & Wise Investment Counsel Inc
INCREASED2,2162,143+73+3%$701.4K$733.0K+$31.7K2026-10-09
Adamsbrown Wealth Consultants LLC
INCREASED2,2152,192+23+1%$717.4K$732.8K+$15.4K2026-10-20
Cedarwood Wealth LLC
INCREASED2,2052,193+12+1%$717.7K$729.5K+$11.8K2026-11-09
Quad-Cities Investment Group, LLC
INCREASED2,2012,196+5+0%$718.8K$728.1K+$9.4K2026-10-16
Vilga Financial Planning LLC
DECREASED2,1972,229-32-1%$729.6K$726.8K-$2.8K2026-10-09
Putney Financial Group LLC
INCREASED2,1962,114+82+4%$692.0K$726.5K+$34.5K2026-10-30
ASL Financial, LLC
UNCHANGED2,1962,19600%$718.8K$726.5K+$7.7K2026-10-15
Tamar Securities, LLC
INCREASED2,1932,177+16+1%$712.6K$725.6K+$13.0K2026-11-03
Good Harbor Advisors, Inc.
DECREASED2,1902,423-233-10%$793.3K$724.7K-$68.6K2026-10-20
Hill Island Financial LLC
INCREASED2,1862,059+127+6%$674.0K$723.2K+$49.2K2026-10-20
Copper Harbor Investment Advisors, LLC
DECREASED2,1862,196-100%$718.8K$723.1K+$4.3K2026-10-16
White Lighthouse Investment Management Inc.
DECREASED2,1842,187-30%$715.9K$722.7K+$6.8K2026-10-21
CMG Global Holdings, LLC
DECREASED2,1832,281-98-4%$746.6K$722.2K-$24.5K2026-10-14
ARQ Wealth Advisors, LLC
INCREASED2,1821,697+485+29%$590.8K$721.7K+$130.9K2026-10-29
Oceanside Advisors LLC
UNCHANGED2,1762,17600%$712.3K$719.9K+$7.6K2026-11-03
Alliance Wealth Advisors, LLC
INCREASED2,1651,867+298+16%$611.1K$716.2K+$105.1K2026-10-28
Kaizen Financial Strategies
DECREASED2,1642,230-66-3%$745.1K$715.9K-$29.2K2026-10-09
Reyes Financial Architecture, Inc.
DECREASED2,1572,772-615-22%$907.5K$713.5K-$194.0K2026-10-22
EnRich Financial Partners LLC
NEW2,155—+2,155——$713.0K—2026-10-21
LiftPoint Family Wealth Advisors LLC
DECREASED2,1532,193-40-2%$717.8K$712.3K-$5.6K2026-11-03
Newport Capital Group, LLC
NEW2,150—+2,150——$759.2K—2026-10-16
Wiregrass Investment Management LLC
DECREASED2,1495,050-2,901-57%$1.7M$711.0K-$942.0K2026-11-05
Encompass More Asset Management
INCREASED2,1432,134+9+0%$698.7K$708.9K+$10.1K2026-10-16
Beirne Wealth Consulting Services, LLC
DECREASED2,1412,252-111-5%$737.1K$708.5K-$28.6K2026-10-19
Wealth Advisors Northwest LLC
DECREASED2,1372,213-76-3%$724.5K$706.9K-$17.6K2026-10-29
Argos Wealth Advisors, LLC
UNCHANGED2,1352,13500%$698.9K$706.3K+$7.5K2026-11-02
Westwood Wealth Management
DECREASED2,1312,528-397-16%$827.5K$705.0K-$122.5K2026-10-29
Seven Hills Financial, LLC
NEW2,128—+2,128——$704.1K—2026-10-13
Foundation Wealth Management, LLC
INCREASED2,1271,823+304+17%$596.9K$704.2K+$107.2K2026-10-22
Factor Wealth Management LTD
DECREASED2,1272,309-182-8%$755.8K$703.7K-$52.1K2026-10-08
Tenzing Financial LLC
DECREASED2,1232,135-12-1%$721.1K$708.2K-$12.9K2026-11-03
Murphy Pohlad Asset Management LLC
DECREASED2,1212,500-379-15%$818.5K$701.8K-$116.8K2026-10-22
Flywheel Private Wealth LLC
UNCHANGED2,1192,11900%$693.7K$701.1K+$7.4K2026-11-02
True Wealth Design, LLC
INCREASED2,1172,004+113+6%$656.0K$700.4K+$44.4K2026-10-13
PFS Partners, LLC
INCREASED2,1132,057+56+3%$673.3K$699.0K+$25.8K2026-10-21
Verity Asset Management, Inc.
INCREASED2,1062,056+50+2%$672.9K$696.9K+$24.0K2026-10-30
Reap Financial Group, LLC
INCREASED2,1051,903+202+11%$622.9K$696.5K+$73.6K2026-11-02
Kondo Wealth Advisors, Inc.
INCREASED2,0982,090+8+0%$684.5K$694.5K+$10.0K2026-10-19
Walsh & Associates, LLC
INCREASED2,0962,000+96+5%$654.7K$693.3K+$38.6K2026-11-09
Peterson Wealth Advisors, LLC
DECREASED2,0942,110-16-1%$690.7K$692.8K+$2.1K2026-10-08
Foundation Wealth Management, Llc\pa
INCREASED2,0842,077+7+0%$679.9K$689.6K+$9.7K2026-10-14
Wealth Preservation Advisors, LLC
DECREASED2,0812,469-388-16%$808.2K$688.5K-$119.7K2026-11-05
Cowa, LLC
UNCHANGED2,0742,07400%$678.9K$686.1K+$7.3K2026-10-30
Kelly Financial Services LLC
INCREASED2,0731,864+209+11%$610.0K$685.8K+$75.8K2026-10-20
Rinkey Investments
INCREASED2,065977+1,088+111%$319.8K$683.2K+$363.4K2026-10-28
Comprehensive Financial Planning, Inc.
INCREASED2,0552,016+39+2%$659.8K$680.1K+$20.3K2026-10-27
Plan A Wealth LLC
DECREASED2,0512,166-115-5%$709.0K$678.5K-$30.5K2026-10-08
WBI Investments, LLC
INCREASED2,0491,935+114+6%$633.2K$678.0K+$44.8K2026-11-05
Atwater Malick LLC
INCREASED2,0482,036+12+1%$666.4K$677.5K+$11.1K2026-10-15
Addison Advisors LLC
INCREASED2,0472,014+33+2%$659.3K$677.2K+$17.9K2026-11-06
Stonebridge Financial Planning Group, LLC
DECREASED2,0452,095-50-2%$685.8K$676.5K-$9.2K2026-11-06
Denver PWM, LLC
UNCHANGED2,0442,04400%$741.5K$676.1K-$65.4K2026-10-22
Henderson Brothers Financial Partners, LLC
INCREASED2,0412,013+28+1%$658.9K$675.2K+$16.3K2026-11-03
Lakewood Asset Management LLC
INCREASED2,0412,026+15+1%$663.1K$675.1K+$12.1K2026-10-26
Sensible Money, LLC
UNCHANGED2,0412,04100%$668.0K$675.2K+$7.2K2026-10-20
Kaufman Rossin Wealth, LLC
INCREASED2,037817+1,220+149%$274.1K$674.0K+$399.8K2026-10-19
Graham Capital Wealth Management, LLC
DECREASED2,0342,037-30%$666.8K$672.9K+$6.1K2026-10-26
Smallwood Wealth Investment Management, LLC
UNCHANGED2,0292,02900%$664.2K$671.3K+$7.1K2026-10-30
WealthPoint Financial, LLC
DECREASED2,0272,042-15-1%$668.3K$670.6K+$2.3K2026-11-03
Independence Wealth Advisors, LLC
DECREASED2,0262,036-100%$666.4K$670.3K+$3.9K2026-10-29
FDx Advisors, Inc.
DECREASED2,0222,096-74-4%$686.0K$669.0K-$17.0K2026-11-09
Fortress Financial Solutions, LLC
NEW2,020—+2,020——$668.3K—2026-10-14
Greenfield Seitz Capital Management, LLC
DECREASED2,0192,081-62-3%$681.2K$667.9K-$13.2K2026-10-29
Capstone Wealth Management Group, Inc.
DECREASED2,0162,039-23-1%$667.6K$667.0K-$5962026-10-19
Fourpath Capital Management, LLC
DECREASED2,0152,241-226-10%$733.4K$666.7K-$66.8K2026-10-19
FWG Investments, Llc.
INCREASED2,0081,987+21+1%$650.4K$664.2K+$13.8K2026-11-03
Thrive Capital Management, LLC
INCREASED2,0051,885+120+6%$616.9K$663.3K+$46.4K2026-10-28
NovaPoint Capital, LLC
DECREASED2,0052,111-106-5%$690.9K$663.2K-$27.7K2026-10-22
ShoreHaven Wealth Partners, LLC
INCREASED2,0041,577+427+27%$516.1K$663.1K+$147.0K2026-10-16
Toth Financial Advisory Corp
DECREASED2,0042,034-30-1%$665.7K$662.9K-$2.8K2026-10-08
Wedgewood Investors Inc
DECREASED2,0012,059-58-3%$674.0K$662.0K-$12.0K2026-10-28
Brooktree Capital Management
UNCHANGED2,0002,00000%$654.7K$661.7K+$7.0K2026-11-09
Councilor Wealth, LLC
DECREASED1,9972,151-154-7%$704.2K$660.8K-$43.4K2026-10-09
Wiser Wealth Management, Inc
INCREASED1,9951,923+72+4%$629.5K$660.0K+$30.6K2026-10-14
Sierra Ocean, LLC
DECREASED1,9932,005-12-1%$656.2K$659.3K+$3.0K2026-11-03
Split Creek LLC DBA Split Creek Capital LLC
UNCHANGED1,9901,99000%$651.4K$658.4K+$7.0K2026-11-02
Junk Investment Group, LLC
INCREASED1,9881,963+25+1%$642.6K$657.8K+$15.2K2026-10-19
Avondale Wealth Management
INCREASED1,9861,675+311+19%$548.3K$657.0K+$108.8K2026-10-15
CDM Financial Counseling Services, Inc.
INCREASED1,9831,934+49+3%$633.1K$655.9K+$22.8K2026-10-15
10Elms LLP
UNCHANGED1,9761,97600%$646.8K$653.7K+$6.9K2026-11-06
Keeler & Nadler Financial Planning & Wealth Management
DECREASED1,9741,982-80%$648.7K$653.0K+$4.3K2026-10-28
RTD Financial Advisors, Inc.
DECREASED1,9722,240-268-12%$733.2K$652.4K-$80.8K2026-10-09
Tradewinds Capital Management, LLC
INCREASED1,9711,821+150+8%$596.1K$652.1K+$56.0K2026-10-23
Milestone Asset Management Group, LLC
INCREASED1,9701,965+5+0%$643.3K$651.8K+$8.4K2026-10-20
Kearns & Associates LLC
UNCHANGED1,9671,96700%$643.9K$650.7K+$6.9K2026-10-09
Riggs Asset Managment Co. Inc.
UNCHANGED1,9671,96700%$643.9K$650.7K+$6.9K2026-11-05
Stewardship Advisors, LLC
INCREASED1,9611,944+17+1%$636.3K$648.8K+$12.4K2026-10-20
MW Advisory, LLC
INCREASED1,9561,942+14+1%$635.7K$647.2K+$11.4K2026-10-19
Sprinkle Financial Consultants LLC
DECREASED1,9552,018-63-3%$660.5K$646.8K-$13.8K2026-10-09
Dynamic Wealth Strategies, LLC
DECREASED1,9542,220-266-12%$726.7K$646.4K-$80.2K2026-10-16
Horizon Financial Services, LLC
INCREASED1,9511,687+264+16%$552.3K$645.3K+$92.9K2026-11-04
Presilium Private Wealth, LLC
NEW1,946—+1,946——$643.9K—2026-10-26
Cushing Capital Partners, LLC
INCREASED1,9371,757+180+10%$575.1K$640.7K+$65.6K2026-10-20
Echo45 Advisors LLC
INCREASED1,9321,578+354+22%$516.5K$639.2K+$122.7K2026-10-07
Bestgate Wealth Advisors, LLC
INCREASED1,9291,806+123+7%$591.1K$638.1K+$47.0K2026-10-13
Thoma Capital Management LLC
DECREASED1,9271,996-69-3%$653.5K$637.7K-$15.8K2026-10-19
Brooklyn FI, LLC
INCREASED1,926223+1,703+764%$77.7K$678.2K+$600.5K2026-11-05
Dogwood Wealth Management LLC
DECREASED1,9233,081-1,158-38%$1.0M$636.2K-$372.3K2026-11-09
R. W. Roge & Company, Inc.
DECREASED1,9181,934-16-1%$633.0K$635.0K+$2.0K2026-11-04
CV Advisors LLC
UNCHANGED1,9181,91800%$627.8K$634.5K+$6.7K2026-10-13
MFG Investments, LLC
NEW1,917—+1,917——$634.3K—2026-10-30
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED1,9101,805+105+6%$590.8K$632.0K+$41.2K2026-10-13
Single Point Partners, LLC
DECREASED1,9083,482-1,574-45%$1.1M$631.2K-$508.5K2026-10-19
Legacy Financial Group, Inc.
INCREASED1,9021,866+36+2%$610.8K$629.2K+$18.4K2026-10-21
Adkins Seale Capital Management LLC
UNCHANGED1,9021,90200%$622.6K$629.2K+$6.7K2026-10-27
Joel Adams & Associates, Inc.
UNCHANGED1,8991,89900%$621.6K$628.2K+$6.6K2026-11-02
GreatBanc Trust Co
INCREASED1,8961,874+22+1%$613.4K$627.3K+$13.8K2026-11-04
Builder Investment Group Inc
DECREASED1,8951,945-50-3%$636.7K$626.9K-$9.7K2026-10-22
Warburton Capital Management, LLC
INCREASED1,8941,795+99+6%$587.0K$640.1K+$53.1K2026-11-06
HFR Wealth Management, LLC
UNCHANGED1,8861,88600%$617.3K$623.9K+$6.6K2026-11-09
Three Bridge Wealth Advisors, LLC
INCREASED1,8841,880+4+0%$615.4K$623.3K+$7.9K2026-11-05
Hegarty Advisors, LLC
UNCHANGED1,8831,88300%$616.4K$623.0K+$6.6K2026-10-20
ERn Financial, LLC
INCREASED1,8821,825+57+3%$597.5K$622.5K+$25.0K2026-10-28
Foresight Capital Management Advisors, Inc.
DECREASED1,8681,889-21-1%$618.3K$618.0K-$3762026-10-27
Dhjj Financial Advisors, Ltd.
UNCHANGED1,8521,85200%$606.4K$612.9K+$6.5K2026-10-23
Gladwyn Financial Advisors, Inc.
UNCHANGED1,8521,85200%$606.4K$612.8K+$6.5K2026-10-05
RBA Wealth Management, LLC
NEW1,847—+1,847——$611.0K—2026-10-28
JIM Saulnier & Associates, LLC
INCREASED1,8471,192+655+55%$390.1K$611.2K+$221.0K2026-11-04
Gordian Advisors LLC
UNCHANGED1,8421,84200%$602.9K$609.6K+$6.6K2026-10-30
Southern Financial Group, LLC
DECREASED1,8381,907-69-4%$624.4K$608.4K-$16.0K2026-10-30
LFA - Lugano Financial Advisors SA
DECREASED1,8371,850-13-1%$605.6K$607.7K+$2.2K2026-11-03
Power Wealth Management LLC
DECREASED1,8291,948-119-6%$637.6K$605.1K-$32.6K2026-10-27
Alkeme Wealth, LLC
DECREASED1,8161,890-74-4%$618.6K$600.7K-$17.9K2026-10-08
waypoint wealth counsel
INCREASED1,8141,709+105+6%$559.6K$600.1K+$40.5K2026-10-22
Box Hill Private Wealth LLC
DECREASED1,8131,849-36-2%$605.3K$599.9K-$5.4K2026-10-05
Momentous Wealth Management, Inc.
INCREASED1,8091,722+87+5%$563.7K$598.5K+$34.8K2026-10-21
Midwest Financial Partners Investments, Inc.
DECREASED1,8091,819-10-1%$595.4K$598.5K+$3.1K2026-10-08
Stewardship Concepts Financial Services LLC
DECREASED1,8081,937-129-7%$634.0K$598.2K-$35.8K2026-10-06
Reicon Wealth Advisors, LLC
DECREASED1,8071,907-100-5%$624.2K$597.8K-$26.4K2026-11-04
Able Wealth Management LLC
DECREASED1,8062,278-472-21%$745.5K$600.2K-$145.3K2026-10-13
Gill Capital Partners, LLC
INCREASED1,8061,751+55+3%$573.2K$597.5K+$24.3K2026-10-13
Wright Wealth LLC
UNCHANGED1,8011,80100%$589.5K$595.8K+$6.3K2026-10-29
Sentinel Pension Advisors, LLC
INCREASED1,7991,311+488+37%$447.2K$595.2K+$148.0K2026-11-02
Guilbault Capital LLC
DECREASED1,7921,862-70-4%$609.5K$592.9K-$16.6K2026-10-28
21 West Wealth Management LLC
DECREASED1,7901,862-72-4%$609.5K$592.2K-$17.3K2026-10-13
Smart Wealth LLC
DECREASED1,7862,290-504-22%$749.7K$590.9K-$158.9K2026-11-04
Monograph Wealth Advisors, LLC
INCREASED1,7861,492+294+20%$488.4K$590.9K+$102.5K2026-11-09
Renaissance Investment Group LLC
INCREASED1,7821,576+206+13%$515.9K$589.5K+$73.7K2026-10-28
Garner Asset Management Corp
INCREASED1,7811,756+25+1%$574.9K$594.9K+$20.0K2026-10-30
Navigate Wealth Management, LLC
DECREASED1,7752,192-417-19%$747.7K$591.1K-$156.6K2026-10-14
Cooke & Bieler LP
DECREASED1,7751,872-97-5%$612.8K$587.2K-$25.5K2026-10-21
Elm3 Financial Group, LLC
DECREASED1,7741,811-37-2%$592.8K$586.8K-$6.1K2026-10-07
RAM Investment Partners, LLC
INCREASED1,7721,743+29+2%$570.4K$586.1K+$15.7K2026-10-21
Sterling Investment Management, LLC
INCREASED1,7621,735+27+2%$567.9K$582.9K+$15.0K2026-10-16
Baskin Financial Services Inc.
INCREASED1,7611,541+220+14%$504$583+$792026-10-19
Yoder Wealth Management, Inc.
INCREASED1,7571,727+30+2%$565.3K$581.3K+$16.0K2026-10-13
CGC Financial Services, LLC
UNCHANGED1,7531,75300%$573.8K$579.9K+$6.1K2026-10-13
Human Investing LLC
INCREASED1,7481,277+471+37%$418.0K$578.3K+$160.3K2026-10-19
Kwmg, LLC
INCREASED1,7481,713+35+2%$560.7K$578.3K+$17.6K2026-10-07
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,7478,058-6,311-78%$2.6M$577.9K-$2.1M2026-10-14
MMA Asset Management LLC
DECREASED1,7381,762-24-1%$576.9K$574.9K-$2.0K2026-11-02
ADG Wealth Management Group, LLC
UNCHANGED1,7351,73500%$568.0K$574.1K+$6.1K2026-10-23
Berkshire Money Management, Inc.
NEW1,730—+1,730——$572.3K—2026-10-21
North Forty Two & Co.
DECREASED1,7291,779-50-3%$582.3K$572.0K-$10.3K2026-10-19
Noble Wealth Management PBC
DECREASED1,7251,799-74-4%$588.9K$570.7K-$18.2K2026-10-01
American Institute for Advanced Investment Management, LLP
INCREASED1,7251,675+50+3%$548.3K$570.7K+$22.4K2026-11-03
Nova R Wealth, Inc.
INCREASED1,7251,703+22+1%$557.5K$570.8K+$13.3K2026-10-26
25 LLC
DECREASED1,7241,782-58-3%$583.4K$570.3K-$13.1K2026-10-13
Kelly Financial Group LLC
INCREASED1,7191,299+420+32%$425.2K$568.7K+$143.5K2026-10-16
RM Financial Services, LLC
INCREASED1,7161,711+5+0%$560.1K$567.7K+$7.6K2026-11-03
Defender Capital, Llc.
UNCHANGED1,7161,71600%$561.7K$567.7K+$6.0K2026-10-01
Gratus Wealth Advisors, LLC
DECREASED1,7152,213-498-22%$724.5K$567.4K-$157.2K2026-10-26
Sage Capital Advisors,llc
DECREASED1,7151,725-10-1%$564.6K$567.4K+$2.8K2026-10-13
Richmond Investment Services, LLC
INCREASED1,7131,401+312+22%$458.7K$566.7K+$108.0K2026-10-29
Morey & Quinn Wealth Partners, LLC
INCREASED1,7081,666+42+3%$545.3K$565.0K+$19.7K2026-10-28
Davidson Kahn Capital Management, LLC
INCREASED1,7081,697+11+1%$555.5K$565.1K+$9.6K2026-10-26
Innova Wealth Partners
DECREASED1,7061,717-11-1%$562.1K$564.3K+$2.2K2026-10-21
New Perspectives, Inc
UNCHANGED1,7041,70400%$557.7K$563.7K+$6.0K2026-10-14
Waystone Advisors LLC
UNCHANGED1,7021,70200%$557.1K$557.1K$02026-10-16
Banyan Capital Management, Inc.
DECREASED1,7001,810-110-6%$592.5K$562.4K-$30.1K2026-11-05
Walker Financial Services, Inc.
INCREASED1,7001,660+40+2%$543.6K$562.6K+$19.1K2026-10-26
AdviceOne Advisory Services, LLC
INCREASED1,6991,278+421+33%$418.3K$562.1K+$143.8K2026-10-19
Robinson Smith Wealth Advisors LLC
INCREASED1,6981,678+20+1%$549.3K$561.7K+$12.5K2026-10-22
Shade Tree Advisors LLC
NEW1,696—+1,696——$561.2K—2026-10-22
Bdfs Capital LLC
DECREASED1,6961,713-17-1%$560.8K$561.2K+$4072026-10-14
Ares Financial Consulting, LLC
INCREASED1,6941,693+1+0%$554.1K$560.3K+$6.3K2026-10-19
Continuum Wealth Advisors, LLC
UNCHANGED1,6901,69000%$553.2K$559.1K+$5.9K2026-10-20
Pathway Financial Advisors LLC
INCREASED1,6891,687+2+0%$564.3K$558.8K-$5.5K2026-10-07
James Reed Financial Services, Inc.
UNCHANGED1,6841,68400%$551.2K$557.1K+$5.9K2026-10-26
Stone House Investment Management, LLC
INCREASED1,6801,354+326+24%$443.3K$556.0K+$112.7K2026-10-23
Frederick Financial Consultants, LLC
INCREASED1,6801,610+70+4%$527.1K$555.8K+$28.7K2026-10-29
Instrumental Wealth, LLC
INCREASED1,6761,617+59+4%$529.3K$554.5K+$25.2K2026-10-20
Capstone Wealth Management Group, LLC
INCREASED1,6761,660+16+1%$543.3K$528.6K-$14.7K2026-11-05
Eurizon SLJ Capital Ltd
DECREASED1,6721,922-250-13%$629.1K$553.1K-$76.0K2026-11-06
WT Wealth Management
UNCHANGED1,6701,67000%$546.6K$552.5K+$5.8K2026-10-13
Tsfg, LLC
DECREASED1,6683,995-2,327-58%$1.3M$552-$1.3M2026-10-23
Columbus Macro, LLC
DECREASED1,6621,673-11-1%$547.7K$549.7K+$2.0K2026-10-14
Hutchens & Kramer Investment Management Group, LLC
INCREASED1,6601,590+70+4%$520.6K$549.3K+$28.7K2026-10-16
Liberty Atlantic Advisors LLC
INCREASED1,6541,000+654+65%$327.5K$547.3K+$219.9K2026-10-14
Endowment Wealth Management, Inc.
DECREASED1,6491,665-16-1%$544.8K$545.4K+$6272026-11-03
Saxony Capital Management, LLC
INCREASED1,6461,568+78+5%$513.3K$544.5K+$31.3K2026-10-15
Boyd Wealth Management, LLC
INCREASED1,6411,608+33+2%$526.5K$543.0K+$16.5K2026-10-20
Asset Allocation Strategies LLC
INCREASED1,6401,593+47+3%$521.3K$542.7K+$21.4K2026-10-20
Blue Water Asset Management
INCREASED1,6371,589+48+3%$520.3K$541.6K+$21.4K2026-11-04
Urban Wealth Management, LLC
UNCHANGED1,6361,63600%$535.5K$541.3K+$5.7K2026-10-21
Guardian Financial Partners, LLC
INCREASED1,6331,339+294+22%$438.3K$540.2K+$101.9K2026-11-04
RS Crum Inc.
INCREASED1,6331,508+125+8%$493.6K$540.3K+$46.6K2026-10-19
Wespac Advisors, LLC
INCREASED1,6281,389+239+17%$454.7K$538.6K+$83.9K2026-10-26
Greenup Street Wealth Management LLC
INCREASED1,6211,568+53+3%$513.1K$536.3K+$23.2K2026-10-28
Prescott Group Capital Management, L.L.C.
UNCHANGED1,6201,62000%$530.3K$535.9K+$5.7K2026-10-30
Bauman Advisory Group, LLC
DECREASED1,6192,075-456-22%$679.2K$535.5K-$143.7K2026-10-29
Lifestyle Asset Management, Inc.
INCREASED1,6161,363+253+19%$446.2K$534.6K+$88.5K2026-10-20
Clarus Wealth Advisors
DECREASED1,6151,709-94-5%$565.1K$537.8K-$27.3K2026-10-13
Succession Financial, Inc.
NEW1,614—+1,614——$534.0K—2026-10-14
Blackston Financial Advisory Group, LLC
INCREASED1,6141,491+123+8%$487.9K$534.0K+$46.1K2026-11-04
Cannon Financial Strategists, Inc.
UNCHANGED1,6121,61200%$527.7K$533.3K+$5.6K2026-10-19
T3 Companies, LLC
NEW1,611—+1,611——$533.0K—2026-10-22
Ramiah Investment Group
INCREASED1,6091,411+198+14%$461.9K$532.3K+$70.4K2026-10-20
Granite FO LLC
UNCHANGED1,6081,60800%$526.3K$532.0K+$5.6K2026-10-14
Lincoln Capital Corp
DECREASED1,6061,992-386-19%$652.0K$531.3K-$120.7K2026-10-13
Mezzasalma Advisors, LLC
INCREASED1,5981,514+84+6%$495.6K$528.7K+$33.1K2026-10-14
Valtinson Bruner Financial Planning LLC
INCREASED1,5981,586+12+1%$519.1K$528.6K+$9.5K2026-11-02
Carderock Capital Management Inc
DECREASED1,5971,651-54-3%$540.4K$528.3K-$12.1K2026-10-22
Silver Oak Advisory Group, Inc.
UNCHANGED1,5971,59700%$522.0K$528.3K+$6.3K2026-11-06
PPS&V Asset Management Consultants, Inc.
INCREASED1,5961,585+11+1%$518.8K$527.9K+$9.1K2026-10-06
Kelman-Lazarov, Inc.
INCREASED1,5951,479+116+8%$484.0K$527.5K+$43.6K2026-11-09
RMG Wealth Management LLC
DECREASED1,5931,605-12-1%$586.1K$533.1K-$53.1K2026-10-26
IMG Wealth Management, Inc.
INCREASED1,5901,517+73+5%$496.6K$526.0K+$29.5K2026-10-27
Solano Wealth Investment Advisors LLC
DECREASED1,5881,625-37-2%$532.2K$525.4K-$6.8K2026-11-06
Belleair Asset Management, LLC
UNCHANGED1,5851,58500%$518.8K$524.4K+$5.5K2026-11-03
Lipe & Dalton
UNCHANGED1,5851,58500%$519$524+$52026-10-15
Fiscal Wisdom Wealth Management, LLC
INCREASED1,577729+848+116%$238.6K$521.7K+$283.1K2026-10-16
Altar Rock LLC
INCREASED1,5761,540+36+2%$504.1K$527.4K+$23.3K2026-11-06
Omnitrust Wealth Management, Inc
NEW1,573—+1,573——$520.4K—2026-11-02
Family Investment Center, Inc.
INCREASED1,5731,041+532+51%$340.8K$520.4K+$179.7K2026-10-19
Tarbox Family Office, Inc.
INCREASED1,5731,471+102+7%$481.5K$520.4K+$38.9K2026-10-23
First Growth Capital LLC
INCREASED1,5701,562+8+1%$511.4K$519.5K+$8.1K2026-10-15
Heritage Wealth Management, Inc.
DECREASED1,5651,616-51-3%$529.0K$517.8K-$11.2K2026-10-27
Inlight Wealth Management, LLC
INCREASED1,561824+737+89%$269.7K$516.4K+$246.7K2026-10-21
IronBridge Private Wealth, LLC
DECREASED1,5591,656-97-6%$542.1K$515.6K-$26.5K2026-11-03
Retirement Solution LLC
INCREASED1,5581,094+464+42%$358.2K$515.5K+$157.3K2026-10-27
Manchester Financial Inc
DECREASED1,5571,578-21-1%$516.6K$515.3K-$1.3K2026-10-15
Chickasaw Capital Management LLC
DECREASED1,5561,891-335-18%$619$514.8K+$514.2K2026-10-08
Silverberg Bernstein Capital Management LLC
UNCHANGED1,5541,55400%$508.7K$514.1K+$5.4K2026-10-13
Financial Concepts Unlimited, Inc.
INCREASED1,5531,549+4+0%$507.0K$513.8K+$6.8K2026-11-06
Edmp, Inc.
UNCHANGED1,5531,55300%$508.2K$513.7K+$5.5K2026-10-22
Independent Wealth Network Inc.
INCREASED1,5521,430+122+9%$468.1K$513.4K+$45.3K2026-10-19
Bourne Lent Asset Management Inc
UNCHANGED1,5501,55000%$507.4K$512.8K+$5.4K2026-11-05
Dodds Wealth, LLC
INCREASED1,5481,547+1+0%$506.4K$512.1K+$5.7K2026-11-02
Sage Financial Management Group, Inc.
DECREASED1,5451,607-62-4%$526.0K$511.1K-$14.9K2026-11-06
Financial Planning Navigators Corp
INCREASED1,5421,404+138+10%$459.5K$510.1K+$50.6K2026-10-14
Blue Zone Wealth Advisors, LLC
INCREASED1,5421,477+65+4%$483.5K$510.1K+$26.7K2026-10-19
Olio Financial Planning
DECREASED1,5392,015-476-24%$659.5K$509.1K-$150.4K2026-10-22
Demars Financial Group, LLC
INCREASED1,5331,471+62+4%$481.6K$507.1K+$25.5K2026-10-22
Burns Matteson Capital Management, LLC
INCREASED1,5311,526+5+0%$499.4K$506.4K+$7.1K2026-10-16
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED1,5301,505+25+2%$492.5K$506.3K+$13.8K2026-10-15
Curran Financial Partners, LLC
INCREASED1,5291,049+480+46%$343.3K$505.7K+$162.5K2026-11-04
Towerpoint Wealth, LLC
DECREASED1,5231,638-115-7%$536.2K$504.0K-$32.2K2026-10-13
Kraematon Investment Advisors, Inc
INCREASED1,5221,516+6+0%$496.2K$503.4K+$7.2K2026-11-02
Pinnacle Financial Group, LLC / IL
INCREASED1,5211,475+46+3%$482.8K$503.2K+$20.4K2026-10-29
Barnes Dennig Private Wealth Management LLC
INCREASED1,5201,501+19+1%$491.3K$502.9K+$11.5K2026-10-30
Godsey & Gibb, Inc
INCREASED1,5141,501+13+1%$491.3K$500.9K+$9.6K2026-10-14
Welch Financial Planning, LLC
INCREASED1,5131,389+124+9%$454.7K$500.5K+$45.9K2026-11-06
Joseph P. Lucia & Associates, LLC
INCREASED1,5101,509+1+0%$494.0K$499.5K+$5.5K2026-10-30
B.O.S.S. Retirement Advisors, LLC
DECREASED1,5081,565-57-4%$512.3K$498.8K-$13.6K2026-10-26
Cottonwood Capital Advisors, LLC
INCREASED1,5061,499+7+0%$490.6K$498.3K+$7.7K2026-10-20
Clientfirst Wealth Management, LLC
UNCHANGED1,5041,50400%$492.3K$497.6K+$5.3K2026-11-04
Madrona Financial Services, LLC
DECREASED1,5001,506-60%$493.0K$496.3K+$3.3K2026-10-23
Fearless Solutions, LLC dba Best Invest
UNCHANGED1,5001,50000%$491.0K$496.2K+$5.3K2026-10-14
Nottingham Advisors, Inc.
UNCHANGED1,4991,49900%$508.0K$499.4K-$8.5K2026-10-29
Kendall Capital Management
UNCHANGED1,4981,49800%$490.3K$495.6K+$5.2K2026-10-23
Mitchell & Pahl Private Wealth, LLC
UNCHANGED1,4981,49800%$490.3K$495.6K+$5.2K2026-10-14
JDH Wealth Management, LLC
INCREASED1,4971,374+123+9%$449.8K$495.4K+$45.6K2026-10-20
PMG Family Office LLC
INCREASED1,4871,451+36+2%$475.0K$491.9K+$17.0K2026-10-19
Williams & Novak Wealth Management, LLC
INCREASED1,4861,404+82+6%$459.4K$491.5K+$32.0K2026-10-09
Oasis Advisors, LLC
NEW1,484—+1,484——$491.3K—2026-10-16
Enzi Wealth
INCREASED1,4831,304+179+14%$447.1K$491.5K+$44.4K2026-10-14
Archvest Wealth Advisors, Inc.
INCREASED1,4811,130+351+31%$370.0K$489.9K+$119.9K2026-10-29
Lutz Financial Services LLC
INCREASED1,4801,411+69+5%$461.9K$489.6K+$27.8K2026-11-06
Tenon Financial LLC
INCREASED1,476636+840+132%$208.0K$488.1K+$280.1K2026-10-14
Hoge Financial Services, LLC
INCREASED1,4761,453+23+2%$475.5K$488.5K+$13.0K2026-11-05
Nearside Advisors, LLC
NEW1,472—+1,472——$487.0K—2026-10-20
RFG Holdings, Inc.
DECREASED1,4721,510-38-3%$494.4K$487.2K-$7.2K2026-10-30
Cooke Wealth Management, LLC
UNCHANGED1,4681,46800%$480.5K$485.7K+$5.1K2026-10-13
Redwood Financial Network Corp
INCREASED1,4591,455+4+0%$476.3K$482.6K+$6.3K2026-11-03
Bellecapital International Ltd.
UNCHANGED1,4591,45900%$477.6K$482.7K+$5.1K2026-10-21
Kagan Cocozza Asset Management
DECREASED1,4561,515-59-4%$495.9K$481.7K-$14.2K2026-10-19
GK Wealth Management LLC
DECREASED1,4541,755-301-17%$574.7K$481.2K-$93.5K2026-10-09
Prota Financial, LLC
UNCHANGED1,4511,45100%$484.7K$483.4K-$1.3K2026-10-08
Pacific Sage Partners, LLC
DECREASED1,4501,464-14-1%$479.3K$479.9K+$5652026-10-21
Pathway Wealth Management LLC
UNCHANGED1,4501,45000%$474.6K$479.7K+$5.1K2026-10-19
Luken Investment Analytics, LLC
UNCHANGED1,4391,43900%$471.0K$476.1K+$5.0K2026-11-06
Integrated Capital Management, LLC
INCREASED1,4381,437+1+0%$470.4K$475.7K+$5.2K2026-10-23
Shira Ridge Wealth Management
DECREASED1,4312,050-619-30%$670.9K$473.3K-$197.6K2026-10-09
Value Investment Professionals, LLC
INCREASED1,4271,425+2+0%$466.4K$472.2K+$5.8K2026-10-13
AXS Investments LLC
DECREASED1,4261,847-421-23%$604.6K$471.8K-$132.8K2026-11-04
Vanguard Capital Wealth Advisors
UNCHANGED1,4251,42500%$466.4K$471.4K+$5.0K2026-10-16
MQS Management LLC
NEW1,424—+1,424——$471.1K—2026-11-06
Crane Advisory, LLC
UNCHANGED1,4161,41600%$485.9K$470.7K-$15.3K2026-10-13
Colorado Capital Management, Inc.
INCREASED1,4141,247+167+13%$408$468+$602026-10-15
Genesee Capital Advisors, LLC
INCREASED1,4141,409+5+0%$461.1K$467.9K+$6.8K2026-10-20
Todd Wealth Management, LLC
INCREASED1,4131,412+1+0%$462.1K$467.3K+$5.2K2026-10-19
Quaker Wealth Management, LLC
DECREASED1,4111,564-153-10%$511.9K$466.9K-$45.0K2026-10-22
ACT Advisors, Llc.
INCREASED1,4101,218+192+16%$398.8K$466.4K+$67.6K2026-10-15
Triune Financial Partners, LLC
INCREASED1,4101,400+10+1%$458.1K$466.3K+$8.2K2026-11-03
Marotta Asset Management
UNCHANGED1,4061,40600%$469.7K$465.1K-$4.6K2026-10-02
Quattro Financial Advisors LLC
DECREASED1,4002,800-1,400-50%$916.5K$463.2K-$453.4K2026-10-15
Freestate Advisors LLC
DECREASED1,3981,427-29-2%$467.0K$462.4K-$4.6K2026-10-09
Wealth Management Nebraska
DECREASED1,3971,464-67-5%$479.3K$462.2K-$17.0K2026-10-26
DeLarme Wealth Management, Inc.
INCREASED1,3961,382+14+1%$452.4K$461.8K+$9.4K2026-10-30
BankChampaign, National Association
DECREASED1,3952,848-1,453-51%$932.2K$461.5K-$470.7K2026-10-19
James T. Borello RIA
INCREASED1,3941,324+70+5%$433.4K$461.2K+$27.8K2026-10-16
WPG Advisers, LLC
INCREASED1,3901,329+61+5%$435.0K$459.9K+$24.8K2026-10-27
Shearwater Capital LLC
UNCHANGED1,3891,38900%$454.7K$459.5K+$4.9K2026-10-13
Northern Capital Management, Inc.
DECREASED1,3861,404-18-1%$459.9K$458.6K-$1.2K2026-11-05
John Boyer, Inc.
INCREASED1,3821,369+13+1%$448.5K$457.4K+$8.9K2026-10-27
Essential Planning, Llc.
UNCHANGED1,3781,37800%$451.1K$455.9K+$4.8K2026-10-21
Portfolio Strategies, Inc.
UNCHANGED1,3761,37600%$450.4K$455.2K+$4.8K2026-11-06
Sacks & Associates, LLC
UNCHANGED1,3751,37500%$483.7K$454.9K-$28.8K2026-10-09
Entruity Wealth, LLC
UNCHANGED1,3721,37200%$449.0K$454.0K+$5.0K2026-11-06
Polaris Financial Partners
NEW1,371—+1,371——$456—2026-10-02
Strata Wealth Advisors, LLC
INCREASED1,3701,246+124+10%$407.9K$453.2K+$45.4K2026-10-16
Roth Financial Partners LLC
DECREASED1,3681,868-500-27%$611.5K$452.6K-$158.9K2026-10-06
Unique Wealth, LLC
INCREASED1,3671,195+172+14%$391.2K$452.2K+$61.1K2026-10-16
Winter & Associates, Inc.
INCREASED1,3671,245+122+10%$407.5K$458.3K+$50.8K2026-10-23
Avise Financial Cooperative, Inc.
DECREASED1,3631,477-114-8%$483.5K$450.8K-$32.6K2026-11-09
Matthew Goff Investment Advisor, LLC
DECREASED1,3621,408-46-3%$460.8K$450.5K-$10.3K2026-10-13
PlanVest Financial, Inc
INCREASED1,3601,359+1+0%$444.8K$450.0K+$5.2K2026-11-09
Omni 360 Wealth, Inc.
INCREASED1,3581,157+201+17%$378.7K$449.2K+$70.5K2026-10-13
Triton Wealth Management, Pllc
DECREASED1,3571,362-50%$450.3K$457.7K+$7.4K2026-11-04
Fulcrum Wealth Advisors, LLC
INCREASED1,3531,204+149+12%$394.1K$447.6K+$53.5K2026-10-16
Conrad Siegel Investment Advisors, Inc.
INCREASED1,3471,344+3+0%$440.1K$445.8K+$5.7K2026-10-08
HRC Wealth Management, LLC
INCREASED1,3441,007+337+33%$329.5K$444.6K+$115.1K2026-10-16
Orgel Wealth Management, LLC
INCREASED1,3441,284+60+5%$420.3K$444.6K+$24.3K2026-10-14
TCP Asset Management, LLC
DECREASED1,3421,469-127-9%$481.0K$446.2K-$34.7K2026-10-14
Members Wealth LLC
INCREASED1,3411,124+217+19%$368.1K$441.9K+$73.8K2026-10-20
Cypress Point Wealth Management, LLC
INCREASED1,3411,246+95+8%$407.9K$443.6K+$35.8K2026-11-03
New England Professional Planning Group Inc.
UNCHANGED1,3411,34100%$438.9K$443.6K+$4.7K2026-10-29
Valued Retirements, Inc.
INCREASED1,3401,319+21+2%$431.8K$443.2K+$11.4K2026-11-06
Englebert Financial Advisers, LLC
DECREASED1,3301,430-100-7%$468.1K$440.0K-$28.0K2026-10-20
Valpey Financial Services, LLC
UNCHANGED1,3301,33000%$435.3K$440.0K+$4.7K2026-10-30
RPS Advisory Solutions LLC
DECREASED1,3281,641-313-19%$537.2K$439.5K-$97.7K2026-11-09
Conservest Capital Advisors, Inc.
INCREASED1,3251,187+138+12%$388.5K$438.4K+$49.8K2026-11-09
L.K. Benson & Company, P.C.
UNCHANGED1,3251,32500%$433.6K$438.2K+$4.6K2026-10-23
DWR Wealth Management, LLC
UNCHANGED1,3211,32100%$435.1K$442.5K+$7.5K2026-10-13
Intentional Wealth Strategies, LLC
UNCHANGED1,3191,31900%$431.7K$436.4K+$4.6K2026-11-09
4Wealth Advisors, Inc.
DECREASED1,3172,810-1,493-53%$925.6K$441.2K-$484.4K2026-10-13
Rebalance, LLC
INCREASED1,3171,296+21+2%$424.2K$435.7K+$11.5K2026-10-22
Share Andrew L.
NEW1,315—+1,315——$435.0K—2026-11-06
Ridgeline Wealth Planning, LLC
INCREASED1,308780+528+68%$255.3K$432.7K+$177.4K2026-10-29
Hubbell Strickland Wealth Management, LLC
INCREASED1,3081,306+2+0%$427.3K$432.8K+$5.5K2026-10-29
North Berkeley Wealth Management, LLC
INCREASED1,3071,062+245+23%$347.6K$432.4K+$84.8K2026-11-02
Cathy Pareto & Associates, Inc
INCREASED1,3061,290+16+1%$422.7K$432.8K+$10.1K2026-10-15
Praxis Capital Management LLC
INCREASED1,3051,300+5+0%$425.5K$431.7K+$6.2K2026-10-16
Sage Capital Management, LLC
INCREASED1,3051,302+3+0%$426.2K$432.0K+$5.7K2026-10-20
Alternative Investment Advisors, Llc.
INCREASED1,3031,041+262+25%$341.0K$431.4K+$90.4K2026-11-03
Richardson Capital Management LLC
UNCHANGED1,3021,30200%$426.2K$430.7K+$4.6K2026-10-23
Cypress Capital, LLC
NEW1,300—+1,300——$430.1K—2026-10-20
Accretive Wealth Partners, LLC
INCREASED1,3001,092+208+19%$357.3K$430.1K+$72.8K2026-11-06
ODonnell Financial Services, LLC
INCREASED1,3001,209+91+8%$395.7K$430.1K+$34.3K2026-11-09
Olympiad Research LP
NEW1,299—+1,299——$429.7K—2026-11-04
Gallacher Capital Management LLC
DECREASED1,2961,734-438-25%$567.5K$428.7K-$138.8K2026-10-30
Advisory Advocates, LLC
INCREASED1,2951,168+127+11%$382.3K$428.5K+$46.2K2026-11-05
Arta Finance Wealth Management LLC
INCREASED1,2931,160+133+11%$378.0K$425.6K+$47.6K2026-10-28
Websterrogers Financial Advisors, LLC
INCREASED1,2901,289+1+0%$422.2K$426.7K+$4.5K2026-11-02
Mustard Seed Financial, LLC
UNCHANGED1,2871,28700%$421.2K$425.7K+$4.5K2026-10-30
Jeter Robert S II
NEW1,283—+1,283——$425.2K—2026-10-16
Leslie Global Wealth, LLC
DECREASED1,2831,290-7-1%$422.3K$424.5K+$2.2K2026-10-26
Bonfire Financial
INCREASED1,2771,202+75+6%$393.6K$422.3K+$28.8K2026-11-06
Clear Point Advisors Inc.
INCREASED1,2771,272+5+0%$416.5K$422.4K+$5.9K2026-10-30
Krane Funds Advisors LLC
DECREASED1,2762,520-1,244-49%$824.9K$422.1K-$402.7K2026-11-09
Lecap Asset Management LTD
DECREASED1,2721,902-630-33%$622.6K$420.8K-$201.8K2026-10-27
SFG Wealth Management, Llc.
INCREASED1,2701,269+1+0%$415.3K$420.2K+$5.0K2026-10-23
Sharkey, Howes & Javer
INCREASED1,2681,249+19+2%$408.8K$419.5K+$10.7K2026-10-22
MPS Loria Financial Planners, LLC
INCREASED1,2681,266+2+0%$414.4K$419.4K+$5.0K2026-10-14
Lakeside Advisors, Inc.
UNCHANGED1,2671,26700%$414.7K$419.3K+$4.6K2026-10-20
Jackson Creek Investment Advisors LLC
DECREASED1,2641,271-7-1%$447$418.0K+$417.6K2026-11-04
Seelaus Asset Management LLC
DECREASED1,2621,400-138-10%$458.3K$417.5K-$40.8K2026-10-14
Zinnia Wealth Advisory, LLC
DECREASED1,2621,265-30%$414.1K$417.5K+$3.4K2026-11-06
Cdkv Holdings LLC
UNCHANGED1,2621,26200%$413.1K$417.5K+$4.4K2026-10-28
Virtus Advisers, LLC
INCREASED1,256346+910+263%$113.3K$415.5K+$302.3K2026-11-09
OAK Ridge Investments LLC
INCREASED1,2551,010+245+24%$330.6K$415.2K+$84.6K2026-10-30
Heritage Wealth Management, Inc. s
INCREASED1,2481,236+12+1%$404.7K$412.7K+$8.0K2026-11-06
Rainey & Randall Wealth Advisors Inc.
INCREASED1,2441,198+46+4%$392.0K$411.5K+$19.5K2026-10-26
O'Connor Financial Group LLC
INCREASED1,2441,235+9+1%$404.3K$411.6K+$7.3K2026-10-26
Vestia Personal Wealth Advisors
INCREASED1,2401,229+11+1%$402.2K$410.3K+$8.0K2026-10-20
Traub Capital Management LLC
DECREASED1,2381,330-92-7%$435.3K$409.6K-$25.8K2026-11-09
Auctus Advisors LLC
INCREASED1,2351,165+70+6%$381.3K$408.6K+$27.2K2026-10-23
Investment Management Trust, LLC
INCREASED1,2351,229+6+0%$402.5K$408.5K+$6.0K2026-11-05
Acorn Financial Advisory Services Inc
INCREASED1,2321,178+54+5%$385.6K$407.6K+$22.0K2026-11-02
Quartz Partners, LLC
DECREASED1,2321,268-36-3%$415.1K$407.7K-$7.4K2026-11-03
Boyum Wealth Architects LLC
INCREASED1,2281,162+66+6%$388.7K$408.2K+$19.4K2026-10-06
Flower City Capital
UNCHANGED1,2251,22500%$401.0K$405.3K+$4.3K2026-10-15
Penobscot Wealth Management
INCREASED1,2211,122+99+9%$367.4K$404.0K+$36.6K2026-10-21
Vima LLC
INCREASED1,2211,220+1+0%$399.3K$403.9K+$4.6K2026-10-23
Spectrum Planning & Advisory Services Inc.
INCREASED1,219789+430+55%$258.4K$403.2K+$144.8K2026-11-05
Advisory Resource Group
INCREASED1,2181,103+115+10%$361.0K$403.0K+$41.9K2026-10-26
Prentiss Smith & Co Inc
UNCHANGED1,2141,21400%$397.4K$401.6K+$4.2K2026-10-27
Linden Thomas Advisory Services, LLC
INCREASED1,210916+294+32%$299.8K$400.3K+$100.5K2026-10-19
Summit Investment Advisors, Inc.\KS
INCREASED1,2101,208+2+0%$395.5K$400.3K+$4.8K2026-11-05
Integrated Wealth Management
INCREASED1,2041,134+70+6%$371.2K$398.3K+$27.0K2026-10-19
McCollum Christoferson Group LLC
INCREASED1,2021,098+104+9%$359.4K$397.7K+$38.3K2026-10-13
Gibson Capital, LLC
INCREASED1,2021,185+17+1%$387.9K$397.7K+$9.8K2026-10-23
Targeted Financial Services LLC
UNCHANGED1,1961,19600%$391.4K$395.8K+$4.4K2026-10-19
Bullseye Investment Management, LLC
UNCHANGED1,1901,19000%$389.5K$393.7K+$4.2K2026-10-29
Opulen Financial Group LLC
INCREASED1,1881,139+49+4%$372.7K$392.9K+$20.2K2026-10-22
Astra Wealth Partners LLC
DECREASED1,1861,236-50-4%$404.6K$392.4K-$12.2K2026-11-06
Rayburn West Financial Services LLC
UNCHANGED1,1851,18500%$387.9K$392.0K+$4.1K2026-11-03
Halbert Hargrove Global Advisors, LLC
DECREASED1,1821,206-24-2%$394.9K$391.0K-$3.8K2026-10-16
Lotus Asset Management LLC
INCREASED1,1811,158+23+2%$379.1K$390.8K+$11.7K2026-10-14
Fortress Financial Group, LLC
INCREASED1,1791,168+11+1%$382.2K$390.0K+$7.7K2026-10-21
Eastover Investment Advisors LLC
DECREASED1,1791,182-30%$386.9K$390.0K+$3.1K2026-10-05
Fogel Capital Management, Inc.
UNCHANGED1,1791,17900%$385.9K$390.0K+$4.1K2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED1,1721,17200%$383.6K$387.7K+$4.1K2026-10-15
Parkshore Wealth Management, Inc.
UNCHANGED1,1721,17200%$383.7K$387.8K+$4.1K2026-10-13
Cascade Wealth Advisors, Inc
UNCHANGED1,1681,16800%$417.6K$390.7K-$26.9K2026-11-09
Blvd Private Wealth, LLC
UNCHANGED1,1641,16400%$381.0K$385.1K+$4.1K2026-10-14
ADE, LLC
INCREASED1,1561,129+27+2%$369.6K$382.4K+$12.9K2026-10-29
Focus Wealth Advisors, LLC
INCREASED1,1541,152+2+0%$377.0K$381.6K+$4.7K2026-10-14
Financial Futures Ltd Liability Co.
INCREASED1,148621+527+85%$203.3K$379.8K+$176.5K2026-10-13
Three Seasons Wealth, LLC
DECREASED1,1471,332-185-14%$436.0K$379.5K-$56.5K2026-11-03
IAG Wealth Partners, LLC
INCREASED1,1461,140+6+1%$373.2K$379.1K+$6.0K2026-11-06
BlueChip Wealth Advisors LLC
INCREASED1,144816+328+40%$267.0K$378.5K+$111.5K2026-11-03
Terra Nova Asset Management LLC
INCREASED1,143913+230+25%$298.9K$378.2K+$79.3K2026-10-13
Grantvest Financial Group LLC
INCREASED1,1411,139+2+0%$373.0K$377.4K+$4.4K2026-10-21
Essential Partners LLC
INCREASED1,1391,081+58+5%$353.8K$376.8K+$23.0K2026-10-14
Pacific Excel Wealth Advisors, Inc.
DECREASED1,1303,425-2,295-67%$1.1M$374.1K-$747.0K2026-10-27
Vericrest Private Wealth
UNCHANGED1,1301,13000%$369.9K$373.8K+$4.0K2026-10-21
Fidato Wealth LLC
NEW1,129—+1,129——$373.5K—2026-10-13
Wrenne Financial Planning LLC
UNCHANGED1,1261,12600%$368.6K$372.5K+$3.9K2026-10-30
IronOak Wealth Llc.
NEW1,123—+1,123——$371.5K—2026-11-06
Pacific Capital Wealth Advisors, Inc.
INCREASED1,122836+286+34%$273.7K$371.2K+$97.5K2026-10-22
RHL Group, LLC
INCREASED1,1191,110+9+1%$363.0K$370.1K+$7.1K2026-11-04
Live Oak Investment Partners
DECREASED1,1181,188-70-6%$388.9K$369.9K-$19.0K2026-10-23
Lpwm LLC
UNCHANGED1,1171,11700%$365.6K$369.5K+$3.9K2026-10-20
Seven Post Investment Office LP
UNCHANGED1,1171,11700%$365.6K$369.5K+$3.9K2026-10-26
Elevate Wealth Advisory, Inc
INCREASED1,116953+163+17%$311.9K$369.1K+$57.3K2026-10-29
William John Sempolinski
UNCHANGED1,1161,11600%$365.3K$369.2K+$3.9K2026-10-20
Creative Capital Management Investments LLC
INCREASED1,1151,011+104+10%$330.9K$368.9K+$37.9K2026-10-28
Kure Advisory, LLC
INCREASED1,1131,103+10+1%$361.0K$368.2K+$7.2K2026-10-08
Warner Financial, Inc
UNCHANGED1,1101,11000%$363.3K$367.2K+$3.9K2026-11-06
HighRoad Wealth Advisors, LLC
UNCHANGED1,1061,10600%$362.1K$366.0K+$3.9K2026-10-14
Summit Place Financial Advisors, LLC
INCREASED1,1051,095+10+1%$358.4K$365.6K+$7.1K2026-10-23
Apeiron RIA LLC
DECREASED1,1041,861-757-41%$609.3K$368.0K-$241.3K2026-10-08
McClarren Financial Advisors, Inc.
INCREASED1,1041,101+3+0%$360.5K$365.2K+$4.7K2026-10-15
Heritage OAK Wealth Advisors LLC
INCREASED1,1031,086+17+2%$355.4K$364.9K+$9.5K2026-10-14
Reality Financial Planning Services, LLC
DECREASED1,1021,103-10%$361.0K$364.6K+$3.5K2026-11-03
Flagship Private Wealth, LLC
DECREASED1,1011,161-60-5%$380.0K$364.4K-$15.7K2026-11-05
Newton One Investments LLC
INCREASED1,1011,097+4+0%$358.9K$364.3K+$5.4K2026-10-14
Morling Financial Advisors, LLC
DECREASED1,0991,844-745-40%$603.6K$363.6K-$240.0K2026-10-28
Prism Planning Partners LLC
INCREASED1,0991,044+55+5%$341.8K$363.7K+$21.9K2026-10-27
Gray Private Wealth, LLC
UNCHANGED1,0991,09900%$359.8K$363.7K+$3.9K2026-10-28
IMPACTfolio, LLC
INCREASED1,0891,059+30+3%$346.7K$360.4K+$13.7K2026-10-28
Howard Bailey Securities, LLC
DECREASED1,0851,276-191-15%$417.5K$358.8K-$58.7K2026-10-27
Sound Financial Strategies Group, LLC
UNCHANGED1,0791,07900%$353.2K$357.0K+$3.8K2026-10-30
Macroview Investment Management LLC
INCREASED1,0781,002+76+8%$328.0K$356.6K+$28.7K2026-10-26
Prairiewood Capital, LLC
DECREASED1,0761,112-36-3%$364.0K$356.0K-$8.0K2026-10-16
Oregon Pacific Wealth Management, LLC
DECREASED1,0751,159-84-7%$379.4K$355.6K-$23.7K2026-10-20
4J Wealth Management LLC
DECREASED1,0751,123-48-4%$367.5K$355.6K-$11.9K2026-11-02
SWP Financial LLC
DECREASED1,0741,093-19-2%$357.9K$355.3K-$2.6K2026-10-23
Smith Partners Wealth Management, LLC
INCREASED1,071700+371+53%$229.1K$354.3K+$125.2K2026-11-05
Financial Guidance Group, Inc.
INCREASED1,0691,011+58+6%$330.9K$353.7K+$22.7K2026-10-21
truNorth Financial Services, Inc.
DECREASED1,0691,094-25-2%$358.0K$353.6K-$4.4K2026-11-06
Avion Wealth
INCREASED1,0681,010+58+6%$330.0K$353.0K+$23.0K2026-11-04
Epiq Partners, LLC
UNCHANGED1,0681,06800%$349.6K$353.3K+$3.7K2026-10-07
Quest 10 Wealth Builders, Inc.
INCREASED1,065897+168+19%$293.6K$352.4K+$58.8K2026-11-02
Northern Lights Advisors, Inc.
DECREASED1,0641,230-166-13%$402.6K$352.0K-$50.6K2026-10-21
Lesa Sroufe & Co
UNCHANGED1,0611,06100%$347.0K$351-$346.6K2026-10-29
Ellis Investment Partners, LLC
INCREASED1,0601,042+18+2%$341.3K$350.9K+$9.6K2026-10-21
Daviman Financial, LLC
DECREASED1,0561,173-117-10%$384.1K$349.3K-$34.8K2026-11-06
TPG Financial Advisors, LLC
DECREASED1,0551,062-7-1%$347.6K$349.0K+$1.4K2026-11-09
Carter Financial Group, Inc.
INCREASED1,053970+83+9%$317.5K$348.3K+$30.9K2026-10-21
Halter Ferguson Financial Inc.
DECREASED1,0521,156-104-9%$378.3K$348.0K-$30.4K2026-10-21
Teza Capital Management LLC
NEW1,049—+1,049——$347.0K—2026-10-23
Ballast Financial Advisors LLC
INCREASED1,044952+92+10%$311.6K$345.3K+$33.7K2026-10-26
Northwest Wealth Advisors, LLC
INCREASED1,0441,043+1+0%$341.3K$345.2K+$4.0K2026-11-02
Baker Boyer National Bank
DECREASED1,0401,045-50%$342.1K$344.1K+$2.0K2026-11-05
Financial Harvest, LLC
INCREASED1,039979+60+6%$320.6K$343.7K+$23.1K2026-10-15
Hippocratic Financial Advisors, LLC
NEW1,038—+1,038——$343.4K—2026-10-13
Lountzis Asset Management, LLC
INCREASED1,036954+82+9%$312.3K$342.7K+$30.5K2026-10-30
Coston, McIsaac & Partners
INCREASED1,0331,001+32+3%$327.0K$341.8K+$14.8K2026-11-06
TSA Wealth Managment LLC
INCREASED1,030848+182+21%$277.6K$340.8K+$63.2K2026-10-22
Skyline Advisors, Inc.
INCREASED1,029888+141+16%$290.7K$340.3K+$49.6K2026-11-03
Keating Investment Counselors Inc
DECREASED1,0251,175-150-13%$384.6K$339.1K-$45.5K2026-10-14
Motley Fool Asset Management LLC
DECREASED1,024188,228-187,204-99%$61.6M$338.8K-$61.3M2026-10-27
Nautilus Advisors LLC
INCREASED1,023987+36+4%$332.1K$338.5K+$6.4K2026-10-07
Cumberland Advisors Inc
INCREASED1,0171,000+17+2%$327.3K$336.5K+$9.1K2026-10-30
Roan Capital Partners
INCREASED1,016958+58+6%$313.6K$336.1K+$22.5K2026-10-09
Midwest Financial Group LLC
INCREASED1,0161,014+2+0%$331.8K$336.2K+$4.5K2026-10-15
Private Capital Advisors, Inc.
UNCHANGED1,0071,00700%$329.6K$333.1K+$3.5K2026-10-06
Marshall & Sterling Wealth Advisors Inc.
INCREASED1,001980+21+2%$320.7K$331.3K+$10.6K2026-10-28
Greenhaven Associates Inc
DECREASED1,0002,500-1,500-60%$818.3K$330.8K-$487.5K2026-10-26
Good Steward Wealth Advisors,LLC
DECREASED1,0001,158-158-14%$379.0K$330.8K-$48.2K2026-11-06
TLW Wealth Management, LLC
DECREASED1,0001,120-120-11%$366.6K$330.8K-$35.8K2026-10-27
Gruss & Co., LLC
UNCHANGED1,0001,00000%$327.3K$330.8K+$3.5K2026-11-02
Kachkovsky & Fisher, Inc.
INCREASED997933+64+7%$305.3K$329.8K+$24.4K2026-10-21
Level Wealth Management LLC
NEW996—+996——$329.5K—2026-10-23
McGrath & Associates, Inc.
NEW996—+996——$329.5K—2026-10-27
Dale Q Rice Investment Management Ltd
UNCHANGED99399300%$325.0K$328.5K+$3.5K2026-10-09
Evolution Wealth Management Inc.
DECREASED9901,320-330-25%$432.1K$327.6K-$104.5K2026-10-28
Ballew Advisors, Inc
DECREASED9901,198-208-17%$400.8K$329.0K-$71.8K2026-10-05
Capital Planning LLC
DECREASED9891,014-25-2%$331.9K$327.2K-$4.7K2026-10-09
Innovative Wealth Building LLC
INCREASED989987+2+0%$323.0K$327.2K+$4.1K2026-10-14
Uptown Financial Advisors LLC
INCREASED987958+29+3%$313.6K$326.5K+$12.9K2026-10-15
Integras Partners LLC
UNCHANGED98698600%$322.8K$326.3K+$3.5K2026-10-30
Beacon Financial Strategies Corp
DECREASED9851,045-60-6%$342.0K$325.8K-$16.2K2026-10-14
Semitam Bonam LLC
NEW983—+983——$325.2K—2026-10-27
Fusion Family Wealth, LLC
INCREASED979978+1+0%$320.0K$323.7K+$3.7K2026-11-02
Level Financial Advisors
DECREASED9772,172-1,195-55%$710.9K$323.3K-$387.6K2026-10-13
Foronjy Financial LLC
DECREASED9761,021-45-4%$334.2K$323.0K-$11.2K2026-10-14
Orba Wealth Advisors, L.L.C.
INCREASED976966+10+1%$316.1K$322.8K+$6.7K2026-10-23
Spectrum Wealth Advisory Group, LLC
DECREASED9711,570-599-38%$514.0K$321.1K-$192.9K2026-10-29
Israel Discount Bank of New York
UNCHANGED95895800%$313.6K$316.9K+$3.4K2026-10-14
Rachor Investment Advisory Services, LLC
UNCHANGED95895800%$313.4K$317.0K+$3.6K2026-10-29
Chris Bulman Inc
INCREASED957849+108+13%$278.0K$316.8K+$38.8K2026-10-20
Higgins & Schmidt Wealth Strategies LLC
INCREASED955937+18+2%$306.7K$315.9K+$9.2K2026-10-26
Noble Family Wealth, LLC
INCREASED954950+4+0%$311.0K$315.6K+$4.6K2026-10-26
USAdvisors Wealth Management, LLC
DECREASED952988-36-4%$323.0K$315-$322.7K2026-10-21
GEM Asset Management, LLC
INCREASED951906+45+5%$296.6K$314.6K+$18.1K2026-10-13
Gainplan LLC
INCREASED951950+1+0%$311.0K$314.6K+$3.7K2026-10-09
AtlasMark Financial, Inc
UNCHANGED95095000%$311.0K$314.3K+$3.3K2026-10-13
Bay Harbor Wealth Management, LLC
DECREASED9491,629-680-42%$533.4K$313.8K-$219.5K2026-11-03
Sound Stewardship, LLC
DECREASED946947-10%$310.0K$312.9K+$3.0K2026-10-14
RF&L Wealth Management, LLC
INCREASED942938+4+0%$307.2K$311.8K+$4.6K2026-10-20
Veratis Advisors, Inc.
UNCHANGED94294200%$308.3K$311.6K+$3.3K2026-11-03
Fairway Wealth LLC
INCREASED940874+66+8%$286.1K$311.0K+$24.9K2026-10-30
Lifelong Wealth Advisors, Inc.
INCREASED939890+49+6%$291.3K$310.6K+$19.4K2026-10-19
Reliant Investment Management, LLC
INCREASED938887+51+6%$290.3K$310.3K+$20.0K2026-10-14
BCU Wealth Advisors, LLC
DECREASED938940-20%$307.7K$310.4K+$2.7K2026-10-16
Integrated Financial Solutions, Inc.
DECREASED9321,122-190-17%$367.3K$308.3K-$58.9K2026-10-09
Madrid Wealth Management, LLC
INCREASED931824+107+13%$269.7K$308.0K+$38.3K2026-10-23
Austin Asset Management Co Inc
UNCHANGED93193100%$304.7K$308.0K+$3.3K2026-10-29
Boston Common Asset Management, LLC
DECREASED926984-58-6%$322.1K$306.3K-$15.7K2026-10-13
Whitcomb & Hess, Inc.
DECREASED924944-20-2%$308.9K$305.8K-$3.1K2026-10-07
Sfam, LLC
UNCHANGED92492400%$302.5K$305.7K+$3.2K2026-11-03
OceanIQ Capital, LLC
DECREASED922934-12-1%$338.1K$305.6K-$32.6K2026-10-19
Brickley Wealth Management
DECREASED922923-10%$302.1K$305.0K+$2.9K2026-11-04
Western Pacific Wealth Management, LP
UNCHANGED92292200%$301.8K$305.1K+$3.2K2026-10-16
R2 Capital Strategies, LLC
DECREASED9211,203-282-23%$393.9K$304.6K-$89.3K2026-10-15
Manuka Financial, LLC
UNCHANGED91891800%$300.4K$303.6K+$3.2K2026-10-16
Next Level Wealth Planning, LLC
UNCHANGED91291200%$298.5K$301.7K+$3.2K2026-10-29
Helium Advisors LLC
DECREASED9111,241-330-27%$406.2K$301.2K-$105.0K2026-10-23
Moisand Fitzgerald Tamayo, LLC
INCREASED910566+344+61%$185.3K$301.1K+$115.8K2026-10-15
Chiron Capital Management, LLC
DECREASED9101,109-199-18%$363.0K$301.1K-$62.0K2026-10-15
Lockerman Financial Group, Inc.
DECREASED9061,064-158-15%$348.3K$299.7K-$48.5K2026-10-19
Sicart Associates LLC
DECREASED9051,122-217-19%$367.3K$307.4K-$59.8K2026-10-29
BetterWealth, LLC
UNCHANGED90590500%$296.2K$299.4K+$3.2K2026-10-15
Valued Wealth Advisors LLC
INCREASED893787+106+13%$257.5K$295.5K+$37.9K2026-11-05
Allstreet Capital Advisors LLC
UNCHANGED89389300%$292.3K$295.4K+$3.1K2026-11-04
Foundry Financial Group, Inc.
INCREASED892840+52+6%$275.0K$295.1K+$20.1K2026-10-28
Clark Financial Services Group Inc
DECREASED888961-73-8%$314.6K$293.8K-$20.8K2026-10-19
Magnolia Wealth Management, LLC
DECREASED884984-100-10%$322.1K$292.5K-$29.6K2026-10-16
BAM Wealth Management, LLC
INCREASED883770+113+15%$252.0K$292.2K+$40.1K2026-10-15
Mullaney, Keating & Wright, Inc.
UNCHANGED88288200%$288.7K$291.8K+$3.1K2026-10-19
Avalon Capital Management
INCREASED880845+35+4%$276.6K$291.1K+$14.5K2026-11-04
Milestones Private Investment Advisors LLC
UNCHANGED86886800%$284.1K$287.2K+$3.0K2026-10-19
Maryland Capital Advisors Inc.
UNCHANGED86386300%$282.5K$285.5K+$3.0K2026-10-15
GFG Capital, LLC
UNCHANGED86286200%$282.1K$285.2K+$3.2K2026-10-16
StoneCrest Wealth Management, Inc.
UNCHANGED86186100%$281.8K$284.8K+$3.0K2026-11-03
St. Louis Financial Planners Asset Management, LLC
NEW860—+860——$303.1K—2026-10-16
Layline Advisors, LLC
INCREASED860842+18+2%$275.6K$284.4K+$8.7K2026-11-02
Ball & Co Wealth Management Inc.
INCREASED860856+4+0%$280.0K$284.5K+$4.5K2026-11-05
Clarity Wealth Development LLC
UNCHANGED85885800%$280.9K$284.0K+$3.0K2026-10-22
Ferguson Shapiro LLC
DECREASED857858-10%$280.9K$283.4K+$2.5K2026-10-16
Quantify Chaos Advisors, LLC
NEW855—+855——$282.9K—2026-11-04
Opus Financial Solutions LLC
UNCHANGED85285200%$278.9K$281.9K+$3.0K2026-11-06
Safe Harbor Family Capital, LLC
UNCHANGED85285200%$278.9K$281.9K+$3.0K2026-11-09
Livet Wealth, LLC
NEW851—+851——$281.5K—2026-10-27
Mcdaniel Terry & Co
DECREASED850851-10%$278.6K$281.2K+$2.6K2026-11-05
Headland Capital, LLC
INCREASED848812+36+4%$265.7K$280.5K+$14.8K2026-11-06
Schwallier Wealth Management LLC
INCREASED843842+1+0%$275.5K$278.7K+$3.2K2026-11-05
Cordoba Advisory Partners LLC
INCREASED842839+3+0%$274.6K$278.4K+$3.8K2026-10-19
Auour Investments LLC
UNCHANGED84084000%$275.0K$277.9K+$2.9K2026-10-28
Madson Wealth Advisors Inc
UNCHANGED83783700%$274.0K$276.9K+$2.9K2026-10-13
Altiora Financial Group, LLC
DECREASED835847-12-1%$277.2K$276.2K-$1.0K2026-11-04
Pettinga Financial Advisors LLC
INCREASED833818+15+2%$267.8K$275.6K+$7.8K2026-10-13
Purewater Capital LLC
INCREASED833828+5+1%$270.9K$275.6K+$4.7K2026-10-23
ShankerValleau Wealth Advisors, Inc.
UNCHANGED83183100%$272.0K$274.9K+$2.9K2026-10-16
Alamar Capital Management, LLC
UNCHANGED83083000%$271.7K$274.6K+$2.9K2026-11-02
Aspect Partners, LLC
UNCHANGED82982900%$271.4K$274.3K+$2.9K2026-10-20
High Probability Advisors, LLC
UNCHANGED82482400%$269.7K$272.6K+$2.9K2026-10-19
Global View Capital Management LLC
DECREASED821836-15-2%$273.6K$271.6K-$2.0K2026-10-28
Pearl Planning LLC
INCREASED821818+3+0%$267.6K$271.5K+$3.9K2026-10-13
AAF Wealth Management, LLC
NEW820—+820——$271.2K—2026-10-28
Retirement Financial Solutions, LLC
INCREASED819641+178+28%$209.8K$271.0K+$61.2K2026-10-20
Baron Financial Group, LLC
UNCHANGED81581500%$266.8K$269.6K+$2.9K2026-10-09
Stonebridge Wealth Management, LLC
UNCHANGED81581500%$266.6K$269.5K+$2.9K2026-10-09
Wavvest Wealth LLC
NEW814—+814——$269.2K—2026-10-21
Planning Strategies Inc.
INCREASED813800+13+2%$261.8K$268.9K+$7.2K2026-10-02
ACT Wealth Management, LLC
DECREASED812842-30-4%$275.6K$268.6K-$7.0K2026-10-09
Cobblestone Asset Management LLC
UNCHANGED80480400%$263.3K$266.1K+$2.8K2026-10-13
Heffernan Advisory, Inc
NEW803—+803——$265.7K—2026-10-13
Jacksonville Wealth Management, LLC
DECREASED802840-38-5%$275.0K$265.3K-$9.6K2026-10-30
RiverTree Advisors, LLC
UNCHANGED80080000%$261.9K$264.7K+$2.8K2026-10-13
marrick wealth, LLC
INCREASED799788+11+1%$257.9K$264.3K+$6.4K2026-10-20
Johnson Bixby & Associates, LLC
INCREASED798789+9+1%$258.3K$264.0K+$5.7K2026-10-14
Schaeffer Financial LLC
UNCHANGED79879800%$261.2K$264.0K+$2.8K2026-10-23
WealthCare Investment Partners, LLC
DECREASED795966-171-18%$316.3K$262.8K-$53.4K2026-11-05
Sightline Wealth Advisors, LLC
UNCHANGED78878800%$257.9K$260.7K+$2.8K2026-10-21
Element Pointe Advisors, LLC
INCREASED785707+78+11%$231.4K$259.7K+$28.3K2026-10-21
Cornerstone Wealth Advisors, Inc.
UNCHANGED78478400%$256.7K$259.5K+$2.7K2026-10-16
Peak Wealth Management LLC
INCREASED781780+1+0%$255.3K$261.8K+$6.4K2026-10-26
Donalies Financial Planning, LLC
UNCHANGED77577500%$253.7K$256.4K+$2.7K2026-10-19
Financial Advisory Corp
INCREASED773772+1+0%$252.8K$255.8K+$3.0K2026-10-14
Brighton Securities Corp.
INCREASED770707+63+9%$231.4K$254.7K+$23.3K2026-10-08
Life Planning Partners, Inc
UNCHANGED76976900%$251.7K$254.4K+$2.7K2026-10-28
Covestor Ltd
INCREASED767743+24+3%$243.0K$254-$242.7K2026-10-30
Tran Capital Management, L.P.
INCREASED767764+3+0%$250.1K$253.7K+$3.6K2026-10-19
Trinity Wealth Management, LLC
INCREASED765732+33+5%$239.6K$253.1K+$13.5K2026-10-13
Redwood Family Wealth LLC
INCREASED764734+30+4%$240.3K$252.9K+$12.5K2026-10-20
OFC Financial Planning, LLC
DECREASED763765-20%$250.4K$252.4K+$2.0K2026-11-06
Austin Wealth Management, LLC
UNCHANGED76276200%$259.9K$252.5K-$7.4K2026-11-06
Fifth Third Securities, Inc.
NEW760—+760——$251.5K—2026-10-21
N10 Wealth, LLC
UNCHANGED76076000%$248.8K$251.4K+$2.7K2026-10-14
Dorval Corp
INCREASED758757+1+0%$247.8K$250.6K+$2.8K2026-10-29
New Wave Wealth Advisors LLC
INCREASED755748+7+1%$244.8K$251.5K+$6.6K2026-10-19
City Center Advisors, LLC
INCREASED753726+27+4%$237.6K$249.1K+$11.5K2026-10-08
Navigoe, LLC
UNCHANGED75075000%$245.0K$248.0K+$3.0K2026-11-04
Marquette Asset Management, LLC
INCREASED749679+70+10%$222.3K$247.8K+$25.5K2026-10-09
Petredis Investment Advisors LLC
DECREASED748760-12-2%$248.8K$247.5K-$1.3K2026-10-20
N10 Assets, LLC
UNCHANGED74674600%$244.2K$246.8K+$2.6K2026-10-14
Mason & Associates, LLC
UNCHANGED74474400%$243.5K$246.1K+$2.6K2026-10-26
Tepp RIA, LLC
INCREASED743742+1+0%$243.0K$245.8K+$2.8K2026-10-14
Wealthcare Capital Management LLC
DECREASED7422,222-1,480-67%$727.3K$245.5K-$481.9K2026-10-21
Franklin, Parlapiano, Turner & Welch, LLC
UNCHANGED74174100%$242.6K$245.1K+$2.6K2026-10-30
Tounjian Advisory Partners, LLC
INCREASED740651+89+14%$213.0K$245.0K+$32.0K2026-11-04
Wingate Wealth Advisors, Inc.
INCREASED740708+32+5%$231.8K$244.8K+$13.1K2026-10-26
Asset Allocation & Management Company, LLC
UNCHANGED74074000%$242$245+$32026-10-13
United Financial Planning Group LLC
INCREASED739738+1+0%$241.7K$244.6K+$2.9K2026-11-04
Hudson Oak Wealth Advisory LLC
DECREASED734740-6-1%$242.2K$242.8K+$6052026-10-16
Legacy Solutions, LLC
DECREASED734737-30%$241.1K$243.0K+$1.8K2026-10-07
Gainline Financial Partners, LLC
UNCHANGED73373300%$239.9K$242.5K+$2.6K2026-10-15
Ted Buchan & Co
UNCHANGED73273200%$239.5K$242.2K+$2.6K2026-10-23
AFG Fiduciary Services Limited Partnership
DECREASED730962-232-24%$321.8K$241.9K-$79.8K2026-10-21
Brown Financial Advisory
DECREASED730859-129-15%$281.1K$241.4K-$39.7K2026-11-05
Redw Wealth LLC
DECREASED728736-8-1%$240.9K$240.7K-$2022026-11-02
Garrison Bradford & Associates Inc
UNCHANGED72572500%$237.3K$239.9K+$2.5K2026-10-27
IFS Advisors, LLC
UNCHANGED72572500%$237.5K$240.0K+$2.6K2026-10-14
ForthRight Wealth Management, LLC
NEW723—+723——$239.2K—2026-11-06
PVG Asset Management Corp
UNCHANGED72372300%$236.7K$239.2K+$2.5K2026-10-19
Seneca Financial Advisors LLC
UNCHANGED72372300%$236.7K$239.2K+$2.5K2026-10-28
Sterling Manor Financial, LLC
NEW722—+722——$238.9K—2026-10-21
BancFirst Trust & Investment Management
DECREASED7221,175-453-39%$387.0K$241.9K-$145.2K2026-10-30
Elevated Capital Advisors, LLC
DECREASED7202,706-1,986-73%$885.9K$238.3K-$647.6K2026-11-04
Trace Wealth Advisors, LLC
INCREASED718671+47+7%$219.6K$237.5K+$17.9K2026-10-30
Briaud Financial Planning Inc
UNCHANGED71471400%$233.7K$236.2K+$2.5K2026-10-20
Prosperity Advisers, LLC
DECREASED710747-37-5%$244.5K$234.9K-$9.6K2026-10-28
Tandem Investment Advisors, Inc.
NEW706—+706——$233.6K—2026-11-04
Walleye Partners, LLC
INCREASED702701+1+0%$229.5K$232.2K+$2.8K2026-10-13
New England Capital Financial Advisors LLC
UNCHANGED70270200%$229.7K$232.2K+$2.5K2026-11-03
Forte Asset Management LLC
UNCHANGED70070000%$229.1K$231.6K+$2.5K2026-10-13
JAG Capital Management, LLC
UNCHANGED70070000%$229.2K$231.7K+$2.5K2026-11-06
Verus Wealth Management, LLC
DECREASED6991,072-373-35%$350.9K$231.3K-$119.6K2026-10-13
Peak Financial Advisors LLC
UNCHANGED69569500%$227.5K$229.9K+$2.4K2026-10-28
Birchwood Financial Partners, Inc.
INCREASED692158+534+338%$51.7K$229.0K+$177.2K2026-11-02
West Financial Advisors, LLC
UNCHANGED68968900%$225.5K$227.9K+$2.4K2026-10-22
Downshift Financial, LLC
INCREASED688566+122+22%$185.3K$227.6K+$42.3K2026-10-13
David J Yvars Group
DECREASED681768-87-11%$251.4K$225.3K-$26.1K2026-10-09
Freedom Financial Partners LLC
INCREASED680679+1+0%$222.3K$224.9K+$2.6K2026-10-19
Salvus Wealth Management, LLC
UNCHANGED68068000%$222.6K$225.0K+$2.4K2026-10-13
AmeriServ Wealth Advisors
DECREASED6781,259-581-46%$412.1K$224.3K-$187.8K2026-10-21
Nvest Wealth Strategies, Inc.
INCREASED677196+481+245%$64.2K$224.1K+$159.9K2026-10-14
Primoris Wealth Advisors, LLC
UNCHANGED67767700%$221.6K$224.0K+$2.4K2026-10-28
Greenhouse Wealth Management, LLC
UNCHANGED67567500%$220.9K$223.3K+$2.4K2026-10-20
Monument Group Wealth Advisors, LLC
NEW674—+674——$223.0K—2026-10-21
Michels Family Financial, LLC
DECREASED674683-9-1%$223.6K$223.1K-$5402026-11-02
Guardian Wealth Management, Inc.
INCREASED673672+1+0%$220.2K$222.8K+$2.6K2026-10-30
Wealth Group Ltd
UNCHANGED67367300%$220.3K$223.7K+$3.4K2026-10-07
Beacon Financial Planning, Inc
INCREASED672621+51+8%$203.3K$222.4K+$19.1K2026-11-04
Signature Resources Capital Management, LLC
UNCHANGED67267200%$220.1K$222.2K+$2.1K2026-10-16
Three Arch Wealth Management LLC
INCREASED667632+35+6%$206.8K$220.5K+$13.7K2026-10-20
Compass Wealth Management, LLC
UNCHANGED66766700%$218.3K$220.7K+$2.3K2026-10-30
Alpha Financial Advisors, LLC
INCREASED665618+47+8%$202.3K$220.0K+$17.7K2026-11-09
Bright Financial Advisors, Inc.
INCREASED663631+32+5%$206.5K$219.3K+$12.8K2026-10-23
Aegis Wealth Management, Inc.
DECREASED660677-17-3%$221.6K$218.4K-$3.2K2026-10-26
Penbrook Management LLC
UNCHANGED66066000%$216.0K$218.3K+$2.3K2026-10-16
Peak Financial Management, Inc.
NEW656—+656——$217.1K—2026-10-16
Alterna Wealth Management, Inc
UNCHANGED65565500%$214.5K$216.8K+$2.3K2026-10-27
Guardian Capital, LLC
DECREASED653719-66-9%$235.4K$216.1K-$19.3K2026-11-06
Buska Wealth Management, LLC
NEW652—+652——$215.7K—2026-10-08
David Kennon Inc
DECREASED652712-60-8%$233.1K$215.7K-$17.4K2026-10-13
Optima Capital LLC
INCREASED652637+15+2%$208.4K$215.7K+$7.3K2026-10-29
Capital Investment Services of America, Inc.
UNCHANGED65165100%$213.1K$215.4K+$2.3K2026-11-02
Mid-American Wealth Advisory Group, Inc.
NEW646—+646——$213.7K—2026-10-21
Equita Financial Network, Inc.
DECREASED645736-91-12%$240.9K$213.4K-$27.5K2026-10-19
Collar Capital Management, LLC
UNCHANGED64164100%$209.8K$212.1K+$2.2K2026-10-28
Paragon Advisors, LLC
NEW639—+639——$211.5K—2026-11-03
Wolverine Asset Management LLC
NEW639—+639——$211.4K—2026-11-02
Dahring | Cusmano LLC
NEW638—+638——$211.2K—2026-11-03
Provident Investment Management, Inc.
NEW637—+637——$210.9K—2026-10-23
Barnes Wealth Management Group, Inc
DECREASED637702-65-9%$229.8K$210.7K-$19.0K2026-11-09
Confluence Investment Management LLC
DECREASED636653-17-3%$213.7K$210.4K-$3.3K2026-10-01
Trust Co of Kansas
DECREASED635724-89-12%$237.0K$210.0K-$27.0K2026-11-06
Bull Oak Capital, LLC
UNCHANGED63363300%$207.2K$209.4K+$2.2K2026-10-23
Barry Investment Advisors, LLC
UNCHANGED63263200%$206.9K$209.1K+$2.2K2026-10-14
Shore Point Advisors, LLC
UNCHANGED63263200%$206.9K$209.1K+$2.2K2026-10-14
Mendota Financial Group, LLC
UNCHANGED63163100%$206.5K$208.8K+$2.2K2026-10-07
Long Island Wealth Management, Inc.
NEW629—+629——$208.1K—2026-10-20
SFM, LLC d/b/a Sweeney Financial Advisors
DECREASED629649-20-3%$212.6K$208.0K-$4.6K2026-10-14
Cynosure Group, LLC
UNCHANGED62962900%$205.9K$208.1K+$2.2K2026-11-03
Stephen J. Garry & Associates, LLC
UNCHANGED62962900%$205.9K$208.1K+$2.2K2026-11-05
Penney Financial, LLC
INCREASED627625+2+0%$204.6K$207.4K+$2.8K2026-10-20
Treasure Coast Financial Planning
UNCHANGED62562500%$204.6K$206.8K+$2.2K2026-11-03
Hapanowicz & Associates Financial Services, Inc
UNCHANGED62462400%$204.3K$206.4K+$2.2K2026-10-29
Collaborative Capital Advisors LLC
DECREASED623962-339-35%$314.8K$206.3K-$108.6K2026-11-06
C2c Wealth Management, LLC
UNCHANGED62262200%$203.6K$205.8K+$2.2K2026-10-20
Rakuten Securities, Inc.
DECREASED619660-41-6%$216.0K$204.8K-$11.3K2026-11-02
Tobam
UNCHANGED61961900%$203.0K$205.0K+$2.0K2026-11-03
John W. Brooker & Co., CPAs
NEW617—+617——$204.1K—2026-10-21
Corbyn Investment Management Inc
UNCHANGED61761700%$202.0K$204.1K+$2.2K2026-10-30
Gutierrez Wealth Advisory, LLC
NEW616—+616——$203.9K—2026-11-02
Lee, Kelleher & Klein Wealth Management
UNCHANGED61561500%$201.3K$203.5K+$2.2K2026-10-08
Founders Capital Management, LLC
UNCHANGED61461400%$201.0K$203.1K+$2.1K2026-10-23
Mraz, Amerine & Associates, Inc.
NEW610—+610——$201.9K—2026-10-30
Burk Holdings LLC
INCREASED610494+116+23%$161.7K$201.8K+$40.1K2026-11-05
Key Capital Management, Inc
DECREASED610634-24-4%$207.5K$201.8K-$5.7K2026-11-03
Brewster Financial Planning LLC
NEW609—+609——$201.5K—2026-10-13
Tull Financial Group, Inc.
DECREASED606619-13-2%$202.5K$200.4K-$2.1K2026-11-05
Strategic Advisory Partners, LLC
NEW605—+605——$200.2K—2026-11-06
Financial Network Wealth Advisors LLC
DECREASED604660-56-8%$216.0K$199.8K-$16.2K2026-10-28
Davis Capital Management
DECREASED603609-6-1%$199.5K$199.6K+$1482026-10-08
MidAtlantic Capital Management, Inc.
NEW600—+600——$198.5K—2026-11-05
Advocate Investing Services LLC
UNCHANGED57557500%$188.2K$190.2K+$2.0K2026-10-26
KFG LLC
NEW552—+552——$182.6K—2026-11-02
Horrell Capital Management, Inc.
UNCHANGED54754700%$179.1K$181.0K+$1.9K2026-10-08
Align Financial, LLC
DECREASED539634-95-15%$207.6K$178.3K-$29.2K2026-10-16
Bare Financial Services, Inc
INCREASED539494+45+9%$161.7K$178.3K+$16.6K2026-11-04
180 GPS Investments IC Ltd
INCREASED527526+1+0%$172.2K$174.3K+$2.2K2026-11-06
Clark Wealth Partners
INCREASED499367+132+36%$120.2K$165.1K+$45.0K2026-10-19
Hoese & Co LLP
DECREASED4881,163-675-58%$380.7K$161.4K-$219.2K2026-10-21
Wealth Analytics Partners, LLC
NEW483—+483——$159.8K—2026-10-19
DiNuzzo Private Wealth, Inc.
INCREASED483423+60+14%$138.5K$159.8K+$21.3K2026-10-16
Cedar Mountain Advisors, LLC
INCREASED460459+1+0%$150.4K$152.1K+$1.7K2026-10-15
Sarver Vrooman Wealth Advisors
UNCHANGED46046000%$153.7K$152.2K-$1.6K2026-10-01
Livelsberger Financial Advisory
NEW457—+457——$151.2K—2026-10-28
Miller Wealth Advisors, LLC
UNCHANGED43043000%$140.8K$142.3K+$1.5K2026-11-02
Retirement Wealth Solutions LLC
INCREASED428312+116+37%$102.2K$141.7K+$39.5K2026-10-07
Midwest Capital Advisors, LLC
INCREASED426325+101+31%$106.5K$140.8K+$34.3K2026-11-04
Morton Brown Family Wealth, LLC
INCREASED414321+93+29%$104.9K$137.0K+$32.0K2026-10-23
Carolina Wealth Advisors, LLC
INCREASED400149+251+168%$48.8K$132.3K+$83.6K2026-10-23
Rothwell Investment Advisors, LLC
NEW399—+399——$132.0K—2026-11-06
Paladin Partners, LLC
UNCHANGED38538500%$126.0K$127.4K+$1.3K2026-10-06
Virginia Estate & Retirement Planning Advisors Inc.
UNCHANGED38138100%$124.7K$126.0K+$1.3K2026-10-14
Main Street Group, LTD
UNCHANGED32232200%$105.4K$106.5K+$1.1K2026-10-28
Glass Jacobson Investment Advisors llc
UNCHANGED30730700%$100.5K$101.6K+$1.1K2026-10-26
Strengthening Families & Communities, LLC
DECREASED305342-37-11%$112.0K$101.0K-$10.9K2026-10-21
Acima Private Wealth, LLC
UNCHANGED29629600%$96.9K$97.9K+$1.0K2026-10-05
Kroeger Financial Partners
UNCHANGED29229200%$95.6K$96.6K+$1.0K2026-10-19
Kings Path Partners LLC
UNCHANGED28628600%$93.6K$94.6K+$1.0K2026-10-21
Robbins Farley
DECREASED270348-78-22%$113.9K$89.3K-$24.6K2026-10-21
Global X Japan Co., Ltd.
DECREASED262316-54-17%$103.4K$86.7K-$16.8K2026-10-21
Friedenthal Financial
INCREASED26133+228+691%$10.8K$86.4K+$75.6K2026-10-27
Ulland Investment Advisors, LLC
UNCHANGED25325300%$83$84+$12026-10-13
Keystone Financial Group, Inc.
NEW250—+250——$82.7K—2026-10-13
Clayton Financial Group LLC
NEW250—+250——$82.7K—2026-10-13
Phillip James Consulting Co.
UNCHANGED24024000%$78.6K$79.4K+$8402026-11-03
Disciplina Capital Management LLC
INCREASED239238+1+0%$78.0K$79.2K+$1.2K2026-11-06
Prudent Man Investment Management, Inc.
INCREASED237194+43+22%$62.5K$78.4K+$15.9K2026-11-03
McCarley & Cook Financial Planners
UNCHANGED23723700%$77.6K$78.4K+$8302026-10-21
NorthAvenue LLC
DECREASED229333-104-31%$109.0K$75.8K-$33.2K2026-10-29
One River Asset Management, LLC
NEW220—+220——$72.8K—2026-10-21
Hanseatic Management Services Inc
NEW207—+207——$68.5K—2026-10-27
Collier Financial
UNCHANGED19019000%$62.2K$62.9K+$6652026-11-06
Curat Global, LLC
UNCHANGED18018000%$52.9K$59.5K+$6.6K2026-10-26
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
DECREASED174207-33-16%$67.8K$57.6K-$10.2K2026-11-06
Sunrise Financial Services, LLC
UNCHANGED16816800%$55.0K$55.6K+$5882026-10-21
Montgomery Financial Services LLC
DECREASED161189-28-15%$61.9K$53.3K-$8.6K2026-11-03
Torren Management, LLC
INCREASED159124+35+28%$40.6K$52.6K+$12.0K2026-10-29
Team Financial Group, LLC
NEW150—+150——$49.8K—2026-10-30
Pioneer Family Office, LLC
UNCHANGED14214200%$46.5K$47.0K+$4972026-10-30
Lloyd Advisory Services, Llc.
DECREASED126185-59-32%$60.7K$41.8K-$18.9K2026-11-02
Redwood Park Advisors LLC
UNCHANGED12212200%$39.9K$40.5K+$5712026-11-02
Summit Securities Group LLC
NEW120—+120——$39.7K—2026-11-05
Bear Mountain Capital, Inc.
DECREASED117152-35-23%$52.1K$39.7K-$12.4K2026-11-04
Miller Global Investments, LLC
DECREASED115334-219-66%$109.3K$38.0K-$71.3K2026-10-02
MJT & Associates Financial Advisory Group, Inc.
DECREASED114130-16-12%$42.6K$37.7K-$4.8K2026-10-07
Strategic Advocates LLC
INCREASED10992+17+18%$30.1K$36.1K+$5.9K2026-11-03
Accordant Advisory Group Inc
UNCHANGED10910900%$35.7K$36.1K+$3822026-10-29
Aventus Investment Advisors, Inc.
INCREASED106100+6+6%$32.7K$35.1K+$2.3K2026-10-09
Decker Retirement Planning Inc.
DECREASED104184-80-43%$60.1K$34.3K-$25.8K2026-10-19
Advantage Trust Co
UNCHANGED10110100%$33.1K$33.4K+$3542026-10-19
POM Investment Strategies, LLC
DECREASED99103-4-4%$33.8K$32.8K-$9442026-10-20
Horizons Wealth Management
NEW95—+95——$31.4K—2026-10-05
Goodman Advisory Group, LLC
NEW93—+93——$30.8K—2026-11-02
Harbor Asset Planning, Inc.
UNCHANGED919100%$29.8K$30.1K+$3202026-10-23
J. R. Prunier Capital Management LLC
UNCHANGED848400%$27.4K$27.9K+$4112026-11-09
Fairman Group, LLC
INCREASED7978+1+1%$25.7K$26.0K+$3422026-10-26
Park Square Financial Group, LLC
DECREASED7779-2-3%$25.9K$25.5K-$3852026-11-09
Breakwater Investment Management
INCREASED7650+26+52%$16.4K$25.1K+$8.8K2026-10-20
Transce3nd, LLC
INCREASED7662+14+23%$20.9K$25.5K+$4.6K2026-10-26
Vermillion Wealth Management, Inc.
DECREASED68905-837-92%$296.3K$22.4K-$273.9K2026-10-26
Fiduciary Advisors, Inc.
INCREASED6218+44+244%$5.9K$20.5K+$14.6K2026-10-16
PayPay Securities Corp
UNCHANGED525200%$17.0K$17.2K+$1822026-10-27
3 Factor Indexing, LLC
DECREASED4754-7-13%$17.7K$15.6K-$2.1K2026-10-15
Baer Investment Advisory LLC
NEW40—+40——$13.2K—2026-10-13
Bernzott Capital Advisors
NEW26—+26——$8.6K—2026-10-29
Intelligent Financial Strategies
NEW19—+19——$6.3K—2026-10-16
Networth Advisors, LLC
UNCHANGED6600%$2.0K$2.0K+$302026-11-03
MKP Capital Management, L.L.C.
CLOSED01,423,000-1,423,000-100%$465.8M$0-$465.8M2026-11-04
BSN Capital Partners Ltd
CLOSED0100,000-100,000-100%$33.3M$0-$33.3M2026-10-23
Kinsale Capital Group, Inc.
CLOSED065,270-65,270-100%$21.4M$0-$21.4M2026-11-04
Generate Investment Management Ltd
CLOSED064,643-64,643-100%$21.2M$0-$21.2M2026-10-14
Mirae Asset Securities (USA) Inc.
CLOSED025,083-25,083-100%$8.2M$0-$8.2M2026-10-15
OMC Financial Services LTD
CLOSED011,450-11,450-100%$3.7M$0-$3.7M2026-10-19
Rezny Wealth Management, Inc.
CLOSED010,895-10,895-100%$3.6M$0-$3.6M2026-10-15
Hofer & Associates. Inc
CLOSED06,190-6,190-100%$2.0M$0-$2.0M2026-10-13
Arbor Capital Management Inc
CLOSED05,978-5,978-100%$2.0M$0-$2.0M2026-10-21
Laurion Capital Management LP
CLOSED02,962-2,962-100%$969.6K$0-$969.6K2026-10-30
Caitong International Asset Management Co., Ltd
CLOSED02,876-2,876-100%$941.4K$0-$941.4K2026-10-29
Tuttle Capital Management, LLC
CLOSED02,391-2,391-100%$782.6K$0-$782.6K2026-10-21
Waycross Partners, LLC
CLOSED02,247-2,247-100%$735.5K$0-$735.5K2026-11-03
Check Capital Management Inc
CLOSED01,914-1,914-100%$626.6K$0-$626.6K2026-11-05
CogentBlue Wealth Advisors, LLC
CLOSED01,906-1,906-100%$623.9K$0-$623.9K2026-10-09
Sanchez Wealth Management Group
CLOSED01,775-1,775-100%$580.9K$0-$580.9K2026-11-02
Scarborough Advisors, LLC
CLOSED01,749-1,749-100%$561.7K$0-$561.7K2026-10-16
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED01,709-1,709-100%$559.4K$0-$559.4K2026-11-04
Flaharty Asset Management, LLC
CLOSED01,691-1,691-100%$565.6K$0-$565.6K2026-11-02
Townsend & Associates, Inc
CLOSED01,661-1,661-100%$562.9K$0-$562.9K2026-10-23
One Wealth Capital Management, LLC
CLOSED01,461-1,461-100%$478.2K$0-$478.2K2026-10-23
Provident Wealth Management, LLC
CLOSED01,357-1,357-100%$444.2K$0-$444.2K2026-10-20
Jackson Square Capital, LLC
CLOSED01,325-1,325-100%$433.7K$0-$433.7K2026-10-19
Frontier Asset Management, LLC
CLOSED01,151-1,151-100%$376.9K$0-$376.9K2026-10-28
Luminvest Wealth Management LLC
CLOSED01,065-1,065-100%$349.1K$0-$349.1K2026-10-14
Providence Financial Advisors, LLC
CLOSED0875-875-100%$286.4K$0-$286.4K2026-11-06
Sageworth Trust Co
CLOSED0802-802-100%$262.5K$0-$262.5K2026-10-30
Phocas Financial Corp.
CLOSED0798-798-100%$261.2K$0-$261.2K2026-11-09
BFI Wealth Solutions, LLC
CLOSED0713-713-100%$233.4K$0-$233.4K2026-10-16
Pincus Capital Management, LP
CLOSED0703-703-100%$230.1K$0-$230.1K2026-11-09
Bayshore Asset Management, LLC
CLOSED0698-698-100%$228.5K$0-$228.5K2026-11-03
Lane Brothers & Co Inc
CLOSED0696-696-100%$228.0K$0-$228.0K2026-11-02
Torrey Growth & Income Advisors
CLOSED0692-692-100%$227.8K$0-$227.8K2026-11-04
Sageworth Trust Co of South Dakota
CLOSED0682-682-100%$223.2K$0-$223.2K2026-10-30
Gunderson Capital Management LLC
CLOSED0673-673-100%$220.3K$0-$220.3K2026-10-15
Blue Sky Capital Consultants Group, Inc.
CLOSED0635-635-100%$207.8K$0-$207.8K2026-10-13
Retiremitten Financial LLC
CLOSED0626-626-100%$204.9K$0-$204.9K2026-11-05
Valley Forge Investment Consultants Inc ADV
CLOSED0619-619-100%$202.6K$0-$202.6K2026-11-03
Stonehearth Capital Management, LLC
CLOSED0614-614-100%$201.0K$0-$201.0K2026-10-13
Foundry Financial LLC
CLOSED0613-613-100%$200.8K$0-$200.8K2026-10-16
Strategic Wealth Advisors LLC
CLOSED0502-502-100%$161$0-$1612026-11-06
Catalyst Capital Advisors LLC
CLOSED0468-468-100%$153.2K$0-$153.2K2026-11-02
Islay Capital Management, LLC
CLOSED0426-426-100%$139.4K$0-$139.4K2026-10-20
Robinswood Financial LLC
CLOSED0379-379-100%$124.3K$0-$124.3K2026-10-20
Alpha Wealth Funds, LLC
CLOSED0197-197-100%$64.5K$0-$64.5K2026-11-05
Merrithew & Thorsten Inc
CLOSED0125-125-100%$41.0K$0-$41.0K2026-11-06
Whipplewood Advisors, LLC
CLOSED070-70-100%$22.9K$0-$22.9K2026-10-20
Illumine Investment Management, LLC
UNCHANGED000—$1.1M$1.1M+$11.4K2026-10-22
Prairie Wealth Advisors, Inc.
UNCHANGED000—$2.9M$3.5M+$616.1K2026-10-29
BlackRock, Inc.
N/A—206,290,537-206,290,537-100%$67.5B———
Vanguard Capital Management LLC
N/A—161,586,023-161,586,023-100%$52.9B———
State Street Corp
N/A—125,209,293-125,209,293-100%$41.0B———
Bank of America Corp
N/A—69,666,753-69,666,753-100%$22.8B———
Morgan Stanley
N/A—67,092,426-67,092,426-100%$22.0B———
Vanguard Portfolio Management LLC
N/A—65,819,503-65,819,503-100%$21.5B———
Norges Bank
N/A—36,122,327-36,122,327-100%$11.8B———
Northern Trust Corp
N/A—30,677,237-30,677,237-100%$10.0B———
Capital Research Global Investors
N/A—27,746,323-27,746,323-100%$9.1B———
Price T Rowe Associates Inc
N/A—27,686,080-27,686,080-100%$9.1B———
FMR LLC
N/A—26,296,276-26,296,276-100%$8.6B———
Goldman Sachs Group Inc
N/A—25,300,855-25,300,855-100%$8.3B———
Wells Fargo & Company
N/A—23,350,060-23,350,060-100%$7.6B———
Royal Bank of Canada
N/A—22,764,634-22,764,634-100%$7.5B———
Charles Schwab Investment Management Inc
N/A—19,187,267-19,187,267-100%$6.3B———
UBS Asset Management Americas LLC
N/A—18,833,413-18,833,413-100%$6.2B———
UBS Group AG
N/A—18,807,767-18,807,767-100%$6.2B———
Legal & General Group Plc
N/A—17,895,549-17,895,549-100%$5.9B———
Ameriprise Financial Inc
N/A—17,323,113-17,323,113-100%$5.7B———
Franklin Resources Inc
N/A—15,005,188-15,005,188-100%$4.9B———
Raymond James Financial Inc
N/A—14,783,980-14,783,980-100%$4.8B———
Capital World Investors
N/A—14,473,602-14,473,602-100%$4.7B———
Nuveen, LLC
N/A—14,324,700-14,324,700-100%$4.7B———
Vanguard Fiduciary Trust Co
N/A—13,967,087-13,967,087-100%$4.6B———
SG Americas Securities, LLC
N/A—13,150,448-13,150,448-100%$4.3B———
Capital International Investors
N/A—12,663,449-12,663,449-100%$4.1B———
Invesco Ltd.
N/A—12,502,439-12,502,439-100%$4.1B———
Massachusetts Financial Services Co
N/A—12,270,986-12,270,986-100%$4.0B———
BNP Paribas Financial Markets
N/A—8,070,258-8,070,258-100%$2.6B———
Canada Pension Plan Investment Board
N/A—8,020,990-8,020,990-100%$2.6B———
Neuberger Berman Group LLC
N/A—7,975,997-7,975,997-100%$2.6B———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—7,765,901-7,765,901-100%$2.5B———
Boston Partners
N/A—7,360,355-7,360,355-100%$2.4B———
Envestnet Asset Management Inc
N/A—7,273,067-7,273,067-100%$2.4B———
HSBC Holdings PLC
N/A—7,252,675-7,252,675-100%$2.4B———
Baird Financial Group, Inc.
N/A—6,806,039-6,806,039-100%$2.2B———
Schroder Investment Management Group
N/A—6,567,996-6,567,996-100%$2.1B———
California Public Employees Retirement System
N/A—5,652,111-5,652,111-100%$1.9B———
National Pension Service
N/A—5,549,588-5,549,588-100%$1.8B———
Alliancebernstein L.P.
N/A—5,522,943-5,522,943-100%$1.6B———
Vanguard Global Advisers, LLC
N/A—5,358,320-5,358,320-100%$1.8B———
Healthcare of Ontario Pension Plan Trust Fund
N/A—5,326,335-5,326,335-100%$1.7B———
JPMorgan Chase & Co
N/A—5,130,331-5,130,331-100%$1.7B———
Unisphere Establishment
N/A—4,800,000-4,800,000-100%$1.6B———
Vanguard Asset Management, Ltd
N/A—4,710,984-4,710,984-100%$1.5B———
Rhumbline Advisers
N/A—4,511,046-4,511,046-100%$1.5B———
Clearbridge Investments, LLC
N/A—4,174,142-4,174,142-100%$1.4B———
Wellington Management Group LLP
N/A—4,123,891-4,123,891-100%$1.3B———
California State Teachers Retirement System
N/A—4,071,860-4,071,860-100%$1.3B———
American Century Companies Inc
N/A—4,008,406-4,008,406-100%$1.3B———
Jupiter Topco LLC
N/A—3,892,479-3,892,479-100%$1.3B———
Stifel Financial Corp
N/A—3,865,671-3,865,671-100%$1.3B———
Voya Investment Management LLC
N/A—3,857,742-3,857,742-100%$1.3B———
CIBC Bancorp USA Inc.
N/A—3,826,652-3,826,652-100%$1.3B———
APG Asset Management N.V.
N/A—3,554,331-3,554,331-100%$1.0B———
National Bank of Canada
N/A—3,531,066-3,531,066-100%$1.2B———
TD Asset Management Inc
N/A—3,520,281-3,520,281-100%$1.2B———
Primecap Management Co
N/A—3,382,627-3,382,627-100%$1.1B———
Fayez Sarofim & Co
N/A—3,214,618-3,214,618-100%$1.1B———
Mariner, LLC
N/A—3,158,977-3,158,977-100%$1.0B———
Aviva PLC
N/A—3,098,055-3,098,055-100%$1.0B———
New York State Common Retirement Fund
N/A—2,966,729-2,966,729-100%$971.1M———
FIL Ltd
N/A—2,965,186-2,965,186-100%$970.6M———
Two Sigma Investments, LP
N/A—2,957,516-2,957,516-100%$968.1M———
Focus Partners Wealth
N/A—2,913,920-2,913,920-100%$953.8M———
Viking Global Investors LP
N/A—2,899,386-2,899,386-100%$949.1M———
Allianz Asset Management GmbH
N/A—2,888,627-2,888,627-100%$945.5M———
Capital Wealth Planning, LLC
N/A—2,882,314-2,882,314-100%$943.5M———
AQR Capital Management LLC
N/A—2,842,230-2,842,230-100%$930.3M———
Ensign Peak Advisors, Inc
N/A—2,773,481-2,773,481-100%$907.8M———
Rathbones Group PLC
N/A—2,753,044-2,753,044-100%$901.2M———
1832 Asset Management L.P.
N/A—2,745,469-2,745,469-100%$898.7M———
Credit Agricole S A
N/A—2,718,848-2,718,848-100%$890.0M———
HighTower Advisors, LLC
N/A—2,626,400-2,626,400-100%$859.7M———
S&G Foundation
N/A—2,617,548-2,617,548-100%$856.8M———
Bank of Nova Scotia
N/A—2,596,890-2,596,890-100%$850.0M———
Qube Research & Technologies Ltd
N/A—2,566,594-2,566,594-100%$840.1M———
Manufacturers Life Insurance Company, the
N/A—2,473,477-2,473,477-100%$809.6M———
Rockefeller Capital Management L.P.
N/A—2,459,728-2,459,728-100%$805.1M———
Victory Capital Management Inc
N/A—2,448,359-2,448,359-100%$801.4M———
Adage Capital Partners GP, L.L.C.
N/A—2,389,766-2,389,766-100%$782.2M———
CIBC World Market Inc.
N/A—2,313,670-2,313,670-100%$757.3M———
Natixis Advisors, LLC
N/A—2,281,826-2,281,826-100%$746.9M———
State Board of Administration of Florida Retirement System
N/A—2,276,184-2,276,184-100%$745.1M———
Blair William & Co
N/A—2,270,360-2,270,360-100%$743.2M———
Acadian Asset Management LLC
N/A—2,224,822-2,224,822-100%$728.2M———
Citadel Advisors LLC
N/A—2,214,465-2,214,465-100%$724.9M———
First Trust Advisors LP
N/A—2,203,107-2,203,107-100%$721.1M———
Royal London Asset Management LTD
N/A—2,189,863-2,189,863-100%$716.8M———
Canada Life Assurance Co
N/A—2,187,136-2,187,136-100%$714.6M———
Jones Financial Companies Lllp
N/A—2,180,764-2,180,764-100%$717.4M———
Caisse de Depot ET Placement DU Quebec
N/A—2,151,724-2,151,724-100%$704.3M———
Cerity Partners LLC
N/A—2,130,829-2,130,829-100%$697.5M———
Prudential Financial Inc
N/A—2,017,048-2,017,048-100%$660.2M———
Marshall Wace, LLP
N/A—1,978,070-1,978,070-100%$647.5M———
Huntington National Bank
N/A—1,896,563-1,896,563-100%$620.8M———
Quantinno Capital Management LP
N/A—1,892,490-1,892,490-100%$619.5M———
Chevy Chase Trust Holdings, LLC
N/A—1,889,723-1,889,723-100%$618.6M———
Janney Montgomery Scott LLC
N/A—1,785,762-1,785,762-100%$584.5M———
M&T Bank Corp
N/A—1,756,250-1,756,250-100%$574.9M———
Storebrand Asset Management AS
N/A—1,718,354-1,718,354-100%$562.5M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—1,699,648-1,699,648-100%$551.7M———
T. Rowe Price Investment Management, Inc.
N/A—1,664,051-1,664,051-100%$544.7M———
Public Employees Retirement Association of Colorado
N/A—1,653,413-1,653,413-100%$541.2M———
Public Sector Pension Investment Board
N/A—1,640,123-1,640,123-100%$536.9M———
Korea Investment Corp
N/A—1,633,730-1,633,730-100%$534.8M———
Capitolis Liquid Global Markets LLC
N/A—1,611,262-1,611,262-100%$527.4M———
Scotia Capital Inc.
N/A—1,594,345-1,594,345-100%$521.9M———
Lord, Abbett & Co. LLC
N/A—1,579,658-1,579,658-100%$517.1M———
Axiom Investors LLC
N/A—1,571,309-1,571,309-100%$514.3M———
Cetera Investment Advisers
N/A—1,479,664-1,479,664-100%$484.3M———
NewEdge Advisors, LLC
N/A—1,455,328-1,455,328-100%$476.4M———
State of Wisconsin Investment Board
N/A—1,430,418-1,430,418-100%$468.2M———
Osaic Holdings, Inc.
N/A—1,421,239-1,421,239-100%$465.6M———
D. E. Shaw & Co., Inc.
N/A—1,413,451-1,413,451-100%$462.7M———
Mitsubishi UFJ Trust & Banking Corp
N/A—1,376,632-1,376,632-100%$450.6M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,370,883-1,370,883-100%$448.7M———
Toronto Dominion Bank
N/A—1,367,973-1,367,973-100%$447.8M———
Captrust Financial Advisors
N/A—1,342,164-1,342,164-100%$439.3M———
Haverford Trust Co
N/A—1,330,284-1,330,284-100%$435.4M———
Commerce Bank
N/A—1,297,817-1,297,817-100%$424.8M———
Nomura Asset Management Co LTD
N/A—1,283,604-1,283,604-100%$420.2M———
Arrowstreet Capital, Limited Partnership
N/A—1,240,480-1,240,480-100%$406.0M———
Omers Administration Corp
N/A—1,239,469-1,239,469-100%$405.7M———
Brown Advisory Inc
N/A—1,227,148-1,227,148-100%$401.7M———
Jennison Associates LLC
N/A—1,213,493-1,213,493-100%$397.2M———
SEI Investments Co
N/A—1,174,779-1,174,779-100%$384.5M———
Northwestern Mutual Wealth Management Co
N/A—1,170,524-1,170,524-100%$383.1M———
KLP Kapitalforvaltning AS
N/A—1,159,272-1,159,272-100%$379.5M———
Vanguard Investments Australia, Ltd.
N/A—1,145,561-1,145,561-100%$375.0M———
Treasurer of the State of North Carolina
N/A—1,138,956-1,138,956-100%$372.8M———
Glenmede Trust Co NA
N/A—1,132,354-1,132,354-100%$370.7M———
Man Group plc
N/A—1,113,682-1,113,682-100%$364.5M———
Worldquant Millennium Advisors LLC
N/A—1,077,546-1,077,546-100%$352.7M———
Millennium Management LLC
N/A—1,042,612-1,042,612-100%$341.3M———
Paralel Advisors LLC
N/A—1,028,000-1,028,000-100%$336.5M———
Public Employees Retirement System of Ohio
N/A—1,016,977-1,016,977-100%$332.9M———
Bradley Foster & Sargent Inc
N/A—971,483-971,483-100%$318.0M———
State of Tennessee, Department of Treasury
N/A—966,939-966,939-100%$316.5M———
Blue Sparrow, LLC
N/A—963,299-963,299-100%$315.3M———
MML Investors Services, LLC
N/A—950,862-950,862-100%$311.2M———
Mercer Global Advisors Inc
N/A—950,438-950,438-100%$311.1M———
&partners
N/A—935,957-935,957-100%$306.3M———
Mairs & Power Inc
N/A—923,550-923,550-100%$302.3M———
Teacher Retirement System of Texas
N/A—910,802-910,802-100%$298.1M———
Zacks Investment Management
N/A—910,319-910,319-100%$298.0M———
LGT Group Foundation
N/A—907,653-907,653-100%$297.1M———
Employees Provident Fund Board
N/A—900,000-900,000-100%$294.6M———
Empower Advisory Group, LLC
N/A—884,396-884,396-100%$289.5M———
Artisan Partners Limited Partnership
N/A—870,063-870,063-100%$284.8M———
Tredje Ap-fonden
N/A—869,560-869,560-100%$284.6M———
Clark Capital Management Group, Inc.
N/A—857,246-857,246-100%$280.6M———
Steward Partners Investment Advisory, LLC
N/A—853,322-853,322-100%$279.3M———
Federation des caisses Desjardins du Quebec
N/A—818,145-818,145-100%$267.8M———
Cullen Capital Management, LLC
N/A—810,780-810,780-100%$265.4M———
BNP Paribas Asset Management Holding S.A.
N/A—805,701-805,701-100%$263.7M———
Groupama Asset Managment
N/A—787,079-787,079-100%$259.2M———
Rafferty Asset Management, LLC
N/A—780,568-780,568-100%$255.5M———
Resona Asset Management Co.,Ltd.
N/A—774,721-774,721-100%$253.9M———
Menora Mivtachim Holdings Ltd.
N/A—772,764-772,764-100%$252.9M———
DnB Asset Management AS
N/A—770,267-770,267-100%$252.1M———
CI Investments Inc.
N/A—741,663-741,663-100%$242.8M———
Federated Hermes, Inc.
N/A—740,574-740,574-100%$242.4M———
Bartlett & Co. Wealth Management LLC
N/A—739,408-739,408-100%$242.0M———
Sanctuary Advisors, LLC
N/A—737,445-737,445-100%$241.4M———
EP Wealth Advisors, LLC
N/A—724,174-724,174-100%$237.0M———
Panagora Asset Management Inc
N/A—719,879-719,879-100%$235.6M———
Pinebridge Investments LLC
N/A—706,660-706,660-100%$231.3M———
Nomura Asset Management International Inc.
N/A—702,937-702,937-100%$230.1M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—702,078-702,078-100%$229.8M———
Life Cycle Investment Partners Ltd
N/A—699,121-699,121-100%$228.8M———
Epoch Investment Partners, Inc.
N/A—679,231-679,231-100%$222.3M———
Whittier Trust Co
N/A—676,814-676,814-100%$228.6M———
First Financial Bankshares Inc
N/A—674,682-674,682-100%$220.8M———
O'shaughnessy Asset Management, LLC
N/A—670,018-670,018-100%$219.3M———
Walleye Capital LLC
N/A—663,632-663,632-100%$217.2M———
Banco Santander, S.A.
N/A—658,183-658,183-100%$215.4M———
Vinva Investment Management Ltd
N/A—633,327-633,327-100%$208.6M———
Erste Asset Management GmbH
N/A—625,637-625,637-100%$205.5M———
MetLife Investment Management, LLC
N/A—612,924-612,924-100%$200.6M———
Pinnacle Financial Partners, Inc.
N/A—610,353-610,353-100%$199.8M———
Groupe la Francaise
N/A—601,145-601,145-100%$196.1M———
Bristol John W & Co Inc
N/A—599,431-599,431-100%$196.2M———
Tidal Investments LLC
N/A—595,339-595,339-100%$194.9M———
Trexquant Investment LP
N/A—588,465-588,465-100%$192.6M———
Woodline Partners LP
N/A—584,992-584,992-100%$191.5M———
Brown Brothers Harriman & Co
N/A—583,009-583,009-100%$190.8M———
Loomis Sayles & Co L P
N/A—582,767-582,767-100%$190.8M———
Capital International, Inc.
N/A—580,817-580,817-100%$190.1M———
Balyasny Asset Management L.P.
N/A—578,090-578,090-100%$189.2M———
Capital Advisors Inc
N/A—565,120-565,120-100%$185.0M———
Peapack Gladstone Financial Corp
N/A—556,645-556,645-100%$182.2M———
MAI Capital Management
N/A—549,021-549,021-100%$179.7M———
Vanguard Personalized Indexing Management, LLC
N/A—542,873-542,873-100%$177.7M———
Susquehanna International Group, LLP
N/A—541,729-541,729-100%$177.3M———
Zurich Insurance Group Ltd
N/A—538,373-538,373-100%$176.2M———
Pathstone Holdings, LLC
N/A—534,744-534,744-100%$175.4M———
Atalanta Sosnoff Capital, LLC
N/A—525,934-525,934-100%$172.2M———
Evercore Wealth Management, LLC
N/A—519,610-519,610-100%$170.1M———
QRG Capital Management, Inc.
N/A—517,473-517,473-100%$169.4M———
Samlyn Capital, LLC
N/A—507,845-507,845-100%$166.2M———
Nissay Asset Management Corp N
N/A—507,520-507,520-100%$166.1M———
Employees Retirement System of Texas
N/A—504,900-504,900-100%$165.3M———
AE Wealth Management LLC
N/A—504,021-504,021-100%$165.0M———
NewEdge Wealth, LLC
N/A—499,797-499,797-100%$163.6M———
Davis Asset Management, L.P.
N/A—493,896-493,896-100%$161.7M———
Homestead Advisers Corp
N/A—492,925-492,925-100%$161.3M———
Commerzbank Aktiengesellschaft
N/A—489,209-489,209-100%$160.1M———
Bridges Investment Management Inc
N/A—489,080-489,080-100%$160.1M———
Mufg Securities Emea plc
N/A—485,037-485,037-100%$158.8M———
Lazard Asset Management LLC
N/A—478,470-478,470-100%$156.6M———
Davis Selected Advisers
N/A—476,389-476,389-100%$155.9M———
Empowered Funds, LLC
N/A—475,472-475,472-100%$155.6M———
Beacon Pointe Advisors, LLC
N/A—474,800-474,800-100%$155.4M———
TCW Group Inc
N/A—474,603-474,603-100%$155.4M———
Basswood Capital Management, L.L.C.
N/A—469,496-469,496-100%$153.7M———
Waverly Advisors, LLC
N/A—462,140-462,140-100%$151.3M———
Varma Mutual Pension Insurance Co
N/A—461,411-461,411-100%$151.0M———
ING Groep NV
N/A—456,036-456,036-100%$149.3M———
Advisors Capital Management, LLC
N/A—444,797-444,797-100%$145.6M———
Stephens Inc
N/A—438,978-438,978-100%$144.0M———
ABN Amro Bank N.V.
N/A—435,428-435,428-100%$142.7M———
USS Investment Management Ltd
N/A—435,160-435,160-100%$142.4M———
Teachers Retirement System of the State of Kentucky
N/A—431,535-431,535-100%$141.3M———
HM Payson & Co
N/A—423,411-423,411-100%$138.6M———
HRT Financial LP
N/A—421,531-421,531-100%$138.0M———
Utah Retirement Systems
N/A—405,969-405,969-100%$132.9M———
Vaughan Nelson Investment Management, L.P.
N/A—403,266-403,266-100%$132.0M———
British Columbia Investment Management Corp
N/A—402,122-402,122-100%$131.6M———
RWA Wealth Partners, LLC
N/A—401,962-401,962-100%$131.6M———
Ilmarinen Mutual Pension Insurance Co
N/A—399,018-399,018-100%$130.6M———
Sequoia Financial Advisors, LLC
N/A—390,881-390,881-100%$127.9M———
Renaissance Technologies LLC
N/A—385,678-385,678-100%$126.2M———
Davis R M Inc
N/A—378,479-378,479-100%$123.9M———
EFG International AG
N/A—377,555-377,555-100%$123.6M———
Beck Mack & Oliver LLC
N/A—374,875-374,875-100%$122.7M———
IEQ Capital, LLC
N/A—374,144-374,144-100%$122.5M———
United Capital Financial Advisors, LLC
N/A—373,822-373,822-100%$122.4M———
Curi Capital, LLC
N/A—373,734-373,734-100%$122.3M———
Macquarie Group LTD
N/A—364,639-364,639-100%$119.1M———
Cresset Asset Management, LLC
N/A—362,177-362,177-100%$118.6M———
Altshuler Shaham Ltd
N/A—360,000-360,000-100%$117.8M———
Evelyn Partners Group Ltd
N/A—357,839-357,839-100%$117.1M———
Becker Capital Management Inc
N/A—347,316-347,316-100%$113.7M———
Berkshire Asset Management LLC
N/A—346,587-346,587-100%$113.4M———
Edmond de Rothschild Holding S.A.
N/A—343,644-343,644-100%$112.5M———
Flputnam Investment Management Co
N/A—343,254-343,254-100%$112.4M———
Quadrature Capital Ltd
N/A—343,067-343,067-100%$112.3M———
Stock Yards Bank & Trust Co
N/A—342,484-342,484-100%$112.1M———
Hancock Whitney Corp
N/A—330,704-330,704-100%$108.2M———
Mediolanum International Funds Ltd
N/A—326,002-326,002-100%$107.4M———
Whittier Trust Co of Nevada Inc
N/A—325,514-325,514-100%$110.4M———
Andra Ap-fonden
N/A—322,085-322,085-100%$105.4M———
Prudential PLC
N/A—315,680-315,680-100%$103.3M———
DJE Kapital AG
N/A—315,080-315,080-100%$108.3M———
Global Frontier Investments LLC
N/A—314,000-314,000-100%$102.8M———
Fiduciary Trust Co
N/A—308,296-308,296-100%$100.9M———
Private Advisor Group, LLC
N/A—306,392-306,392-100%$100.3M———
Aptus Capital Advisors, LLC
N/A—301,725-301,725-100%$98.8M———
First Manhattan Co. Llc.
N/A—294,172-294,172-100%$96.3M———
Atlantic Union Bankshares Corp
N/A—291,617-291,617-100%$95.5M———
BNP Paribas
N/A—290,350-290,350-100%$94.9M———
Argent Trust Co
N/A—289,302-289,302-100%$94.7M———
Jane Street Group, LLC
N/A—287,113-287,113-100%$94.0M———
Gabelli Funds LLC
N/A—285,292-285,292-100%$93.4M———
Milford Funds LTD
N/A—284,028-284,028-100%$93.0M———
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
N/A—283,200-283,200-100%$92.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—282,368-282,368-100%$92.4M———
Arax Advisory Partners
N/A—279,772-279,772-100%$91.6M———
Westwood Holdings Group Inc
N/A—264,218-264,218-100%$86.5M———
Equitable Holdings, Inc.
N/A—263,530-263,530-100%$86.3M———
Ancora Advisors LLCA
N/A—261,581-261,581-100%$85.6M———
RNC Capital Management LLC
N/A—258,829-258,829-100%$84.7M———
Capital Fund Management S.A.
N/A—256,815-256,815-100%$84.1M———
Longaeva Partners L.P.
N/A—254,986-254,986-100%$83.5M———
Investment Management Corp of Ontario
N/A—252,715-252,715-100%$82.7M———
Allstate Corp
N/A—250,584-250,584-100%$82.0M———
Wilkinson Global Asset Management LLC
N/A—248,470-248,470-100%$81.3M———
Tiaa Wealth Investment Management LLC
N/A—248,345-248,345-100%$81.3M———
Alyeska Investment Group, L.P.
N/A—248,028-248,028-100%$81.2M———
Silvercrest Asset Management Group LLC
N/A—247,889-247,889-100%$81.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—242,256-242,256-100%$79.3M———
Tocqueville Asset Management L.P.
N/A—240,659-240,659-100%$78.8M———
Point72 Asset Management, L.P.
N/A—239,772-239,772-100%$78.5M———
Johnson Investment Counsel Inc
N/A—238,916-238,916-100%$78.2M———
Voleon Capital Management LP
N/A—238,577-238,577-100%$78.1M———
Stratos Wealth Partners, Ltd.
N/A—236,030-236,030-100%$77.3M———
World Investment Advisors
N/A—235,534-235,534-100%$69.5M———
Integrated Wealth Concepts LLC
N/A—233,142-233,142-100%$76.3M———
Elo Mutual Pension Insurance Co
N/A—232,892-232,892-100%$76.2M———
Cornerstone Investment Partners, LLC
N/A—231,074-231,074-100%$75.6M———
Aviso Financial Inc.
N/A—228,890-228,890-100%$74.9M———
Guggenheim Capital LLC
N/A—226,975-226,975-100%$74.3M———
Foundations Investment Advisors, LLC
N/A—226,670-226,670-100%$74.2M———
Main Street Research LLC
N/A—226,299-226,299-100%$74.1M———
Performance Wealth Partners, LLC
N/A—219,412-219,412-100%$71.8M———
Aristotle Atlantic Partners, LLC
N/A—217,720-217,720-100%$71.3M———
Ossiam
N/A—217,315-217,315-100%$71.1M———
Destination Wealth Management
N/A—214,857-214,857-100%$70.3M———
GW&K Investment Management, LLC
N/A—211,142-211,142-100%$69.1M———
VAN Lanschot Kempen Investment Management N.V.
N/A—210,989-210,989-100%$69.1M———
Mizuho Securities USA LLC
N/A—209,775-209,775-100%$68.7M———
Arkadios Wealth Advisors
N/A—208,806-208,806-100%$68.3M———
Cannell & Spears LLC
N/A—205,233-205,233-100%$67.2M———
Crawford Investment Counsel Inc
N/A—205,139-205,139-100%$67.1M———
RiverFront Investment Group, LLC
N/A—203,413-203,413-100%$66.6M———
Pacer Advisors, Inc.
N/A—199,910-199,910-100%$65.4M———
Dakota Wealth Management
N/A—199,334-199,334-100%$65.2M———
Nan Shan Life Insurance Co., Ltd.
N/A—198,905-198,905-100%$65.1M———
Orion Porfolio Solutions, LLC
N/A—198,839-198,839-100%$65.1M———
Nomura Holdings Inc
N/A—197,188-197,188-100%$64.5M———
Klingenstein Fields & Co LP
N/A—191,888-191,888-100%$62.8M———
Ingalls & Snyder LLC
N/A—191,298-191,298-100%$62.6M———
Howe & Rusling Inc
N/A—189,938-189,938-100%$62.2M———
Modern Wealth Management, LLC
N/A—189,020-189,020-100%$61.9M———
Saudi Central Bank
N/A—187,756-187,756-100%$61.5M———
NS Partners Ltd
N/A—187,157-187,157-100%$61.3M———
Advisory Services Network, LLC
N/A—185,812-185,812-100%$60.8M———
LGT Fund Management Co Ltd.
N/A—183,562-183,562-100%$60.1M———
Allianz SE
N/A—183,047-183,047-100%$59.9M———
ST Germain D J Co Inc
N/A—181,638-181,638-100%$59.5M———
Harding Loevner LP
N/A—181,377-181,377-100%$59.4M———
Vestmark Advisory Solutions, Inc.
N/A—176,488-176,488-100%$57.8M———
Summit Financial, LLC
N/A—174,535-174,535-100%$57.1M———
Benjamin Edwards Inc
N/A—173,008-173,008-100%$56.6M———
Kentucky Retirement Systems
N/A—171,502-171,502-100%$56.1M———
Snowden Capital Advisors LLC
N/A—171,403-171,403-100%$56.1M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—170,877-170,877-100%$55.9M———
Norinchukin Bank, The
N/A—169,305-169,305-100%$55.4M———
Capital International Sarl
N/A—169,275-169,275-100%$55.4M———
Laird Norton Wetherby Trust Company, LLC
N/A—167,828-167,828-100%$54.9M———
Envestnet Portfolio Solutions, Inc.
N/A—164,847-164,847-100%$53.9M———
Drexel Morgan & Co.
N/A—163,589-163,589-100%$53.5M———
Gamco Investors, Inc. ET AL
N/A—162,491-162,491-100%$53.2M———
Wharton Business Group, LLC
N/A—162,098-162,098-100%$53.1M———
Estabrook Capital Management
N/A—161,016-161,016-100%$52.7M———
Choate Investment Advisors
N/A—159,923-159,923-100%$52.3M———
Rothschild Investment LLC
N/A—159,525-159,525-100%$52.2M———
FreeGulliver LLC
N/A—159,102-159,102-100%$52.1M———
Fukoku Mutual Life Insurance Co
N/A—158,696-158,696-100%$51.9M———
Jupiter Asset Management LTD
N/A—158,424-158,424-100%$51.9M———
First National Bank of Omaha
N/A—155,692-155,692-100%$51.1M———
Blue Chip Partners, LLC
N/A—154,400-154,400-100%$50.5M———
Delaney Capital Management Ltd.
N/A—152,800-152,800-100%$50.0M———
Discovery Capital Management, LLC / CT
N/A—151,300-151,300-100%$49.5M———
Mmbg Investment Advisors Co.
N/A—150,943-150,943-100%$49.4M———
Kingsview Wealth Management, LLC
N/A—150,478-150,478-100%$49.3M———
Bollard Group LLC
N/A—149,952-149,952-100%$49.1M———
Vident Advisory, LLC
N/A—149,682-149,682-100%$49.0M———
Brandes Investment Partners, LP
N/A—147,529-147,529-100%$48.3M———
Madison Asset Management, LLC
N/A—147,323-147,323-100%$48.2M———
Sumitomo Mitsui Financial Group, Inc.
N/A—145,973-145,973-100%$47.8M———
Wesleyan Assurance Society
N/A—145,884-145,884-100%$47.7M———
LOS Angeles Capital Management LLC
N/A—145,381-145,381-100%$47.6M———
CSM Advisors, LLC
N/A—144,025-144,025-100%$47.1M———
Voloridge Investment Management, LLC
N/A—143,170-143,170-100%$46.9M———
Baltimore-Washington Financial Advisors, Inc.
N/A—142,989-142,989-100%$46.8M———
Banque Transatlantique SA
N/A—142,029-142,029-100%$46.8M———
Daiichi Life Insurance Co., Ltd.
N/A—141,609-141,609-100%$46.4M———
Osterweis Capital Management Inc
N/A—140,002-140,002-100%$45.8M———
Bleakley Financial Group, LLC
N/A—139,437-139,437-100%$45.6M———
Susquehanna Fundamental Investments, LLC
N/A—138,684-138,684-100%$45.4M———
Summit Trail Advisors, LLC
N/A—137,531-137,531-100%$45.0M———
Intech Investment Management LLC
N/A—136,891-136,891-100%$44.8M———
Segall Bryant & Hamill, LLC
N/A—135,428-135,428-100%$44.3M———
Composition Wealth, LLC
N/A—135,192-135,192-100%$44.3M———
Independent Advisor Alliance
N/A—134,957-134,957-100%$44.2M———
Verition Fund Management LLC
N/A—132,952-132,952-100%$43.5M———
Martingale Asset Management L P
N/A—130,544-130,544-100%$42.7M———
Global Retirement Partners, LLC
N/A—127,872-127,872-100%$41.9M———
Ostrum Asset Management
N/A—126,799-126,799-100%$41.5M———
Bridgeway Capital Management, LLC
N/A—126,582-126,582-100%$41.4M———
Dkrt Investments Corp.
N/A—125,000-125,000-100%$40.9M———
Fred Alger Management, LLC
N/A—124,930-124,930-100%$40.9M———
Tower Bridge Advisors
N/A—122,394-122,394-100%$40.1M———
Holocene Advisors, LP
N/A—120,442-120,442-100%$39.4M———
Soros Fund Management LLC
N/A—118,358-118,358-100%$38.7M———
Hamilton Capital Partners Inc.
N/A—118,264-118,264-100%$38.7M———
Steigerwald, Gordon & Koch Inc.
N/A—117,984-117,984-100%$38.6M———
Woodbridge Co LTD
N/A—117,593-117,593-100%$38.5M———
Dodge & COX
N/A—117,130-117,130-100%$38.3M———
First Long Island Investors, LLC
N/A—116,356-116,356-100%$38.1M———
OneDigital Investment Advisors LLC
N/A—115,785-115,785-100%$37.9M———
Horizon Investments, LLC
N/A—115,540-115,540-100%$37.6M———
Nicolet Bankshares Inc
N/A—115,433-115,433-100%$38.5M———
Lombard Odier Asset Management (Switzerland) SA
N/A—114,574-114,574-100%$37.5M———
Wealthspire Advisors, LLC
N/A—114,563-114,563-100%$37.5M———
Texas Yale Capital Corp.
N/A—114,186-114,186-100%$37.4M———
Stonebridge Capital Advisors LLC
N/A—113,983-113,983-100%$37.3M———
Colonial Trust Advisors
N/A—110,940-110,940-100%$36.3M———
Metis Global Partners, LLC
N/A—110,375-110,375-100%$36.1M———
Cary Street Partners Financial LLC
N/A—110,329-110,329-100%$36.1M———
Private Capital Management, LLC
N/A—110,170-110,170-100%$36.1M———
Schwerin Boyle Capital Management Inc
N/A—109,913-109,913-100%$36.0M———
Shufro Rose & Co LLC
N/A—109,595-109,595-100%$35.9M———
Hudson Bay Capital Management LP
N/A—109,391-109,391-100%$35.8M———
Fullerton Fund Management Co Ltd.
N/A—109,052-109,052-100%$35.7M———
SCS Capital Management LLC
N/A—108,904-108,904-100%$35.6M———
SIT Investment Associates Inc
N/A—108,572-108,572-100%$35.5M———
Palisade Capital Management, LP
N/A—108,558-108,558-100%$35.5M———
Resources Management Corp
N/A—108,066-108,066-100%$35.4M———
Alley Investment Management Company, LLC
N/A—107,291-107,291-100%$35.1M———
Polar Capital Holdings Plc
N/A—107,219-107,219-100%$35.1M———
Principal Securities, Inc.
N/A—106,584-106,584-100%$34.9M———
Stillwater Capital Advisors, LLC
N/A—106,504-106,504-100%$34.9M———
OAK Associates LTD
N/A—106,443-106,443-100%$34.8M———
Caprock Group, LLC
N/A—104,320-104,320-100%$34.1M———
Insigneo Advisory Services, LLC
N/A—104,033-104,033-100%$34.1M———
Great Valley Advisor Group, Inc.
N/A—103,960-103,960-100%$34.0M———
Rothschild Capital Partners, LLC
N/A—103,901-103,901-100%$34.0M———
Empirical Finance, LLC
N/A—103,311-103,311-100%$33.8M———
Callan Family Office, LLC
N/A—102,480-102,480-100%$33.5M———
Sumitomo Life Insurance Co
N/A—102,165-102,165-100%$33.4M———
Thomasville National Bank
N/A—101,633-101,633-100%$33.3M———
Bragg Financial Advisors, Inc
N/A—101,376-101,376-100%$33.2M———
Harvest Portfolios Group Inc.
N/A—101,104-101,104-100%$33.1M———
Gotham Asset Management, LLC
N/A—100,082-100,082-100%$32.8M———
Titan Investment Solutions Ltd
N/A—99,954-99,954-100%$32.7M———
Capital Group Private Client Services, Inc.
N/A—99,547-99,547-100%$32.6M———
Northwest & Ethical Investments L.P.
N/A—99,488-99,488-100%$32.6M———
Mutual Advisors, LLC
N/A—99,030-99,030-100%$32.4M———
First Foundation Advisors
N/A—97,905-97,905-100%$32.0M———
United Bank
N/A—97,846-97,846-100%$32.0M———
Ballentine Partners, LLC
N/A—96,996-96,996-100%$31.7M———
Canada Post Corp Registered Pension Plan
N/A—95,250-95,250-100%$31.2M———
Manning & Napier Advisors LLC
N/A—94,965-94,965-100%$31.3M———
Pallas Capital Advisors LLC
N/A—94,790-94,790-100%$31.0M———
Azimuth Capital Investment Management LLC
N/A—94,747-94,747-100%$31.0M———
Callahan Advisors, LLC
N/A—94,588-94,588-100%$31.0M———
Dorsey & Whitney Trust Co LLC
N/A—94,226-94,226-100%$30.8M———
Osborne Partners Capital Management, LLC
N/A—93,527-93,527-100%$30.6M———
Fort Sheridan Advisors LLC
N/A—93,228-93,228-100%$30.5M———
Easterly Investment Partners LLC
N/A—93,158-93,158-100%$30.5M———
Leavell Investment Management, Inc.
N/A—92,064-92,064-100%$30.1M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—91,856-91,856-100%$30.1M———
Dixon Mitchell Investment Counsel Inc.
N/A—89,984-89,984-100%$29.5M———
Westpac Banking Corp
N/A—88,855-88,855-100%$29.1M———
Mufg Securities Americas Inc.
N/A—88,605-88,605-100%$29.0M———
Osmosis Investment Management UK Ltd
N/A—88,370-88,370-100%$28.9M———
Barrow Hanley Mewhinney & Strauss LLC
N/A—87,497-87,497-100%$28.6M———
Fiduciary Group, LLC
N/A—86,519-86,519-100%$28.3M———
Sienna Gestion
N/A—86,434-86,434-100%$28.8M———
Northwestern Mutual Investment Management Company, LLC
N/A—85,910-85,910-100%$28.1M———
WCG Wealth Advisors LLC
N/A—84,933-84,933-100%$27.8M———
Summitry LLC
N/A—84,829-84,829-100%$27.8M———
Focus Partners Advisor Solutions, LLC
N/A—84,252-84,252-100%$27.6M———
Red Door Wealth Management, LLC
N/A—84,114-84,114-100%$27.5M———
Webster Bank, N. A.
N/A—83,576-83,576-100%$27.4M———
North Star Asset Management Inc
N/A—83,084-83,084-100%$27.2M———
Dearborn Partners LLC
N/A—83,018-83,018-100%$27.2M———
Peak Asset Management, LLC
N/A—82,577-82,577-100%$27.0M———
Meeder Advisory Services, Inc.
N/A—82,381-82,381-100%$27.0M———
Fairview Capital Investment Management, LLC
N/A—81,981-81,981-100%$26.8M———
CTC LLC
N/A—81,497-81,497-100%$26.7M———
Fidelis Capital Partners, LLC
N/A—81,211-81,211-100%$26.6M———
Bluespring Wealth Management, LLC
N/A—80,885-80,885-100%$26.5M———
Rice Partnership, LLC
N/A—80,160-80,160-100%$26.2M———
Banque Cantonale Vaudoise
N/A—79,821-79,821-100%$26.1M———
Venturi Wealth Management, LLC
N/A—79,433-79,433-100%$26.0M———
Thoroughbred Financial Services, LLC
N/A—78,969-78,969-100%$25.8M———
Advisors Asset Management, Inc.
N/A—78,621-78,621-100%$25.7M———
SlateStone Wealth, LLC
N/A—77,730-77,730-100%$25.4M———
Trajan Wealth LLC
N/A—76,924-76,924-100%$25.2M———
Moneta Group Investment Advisors LLC
N/A—76,436-76,436-100%$25.0M———
Novare Capital Management LLC
N/A—74,708-74,708-100%$24.5M———
Meiji Yasuda Asset Management Co Ltd.
N/A—74,286-74,286-100%$24.3M———
IHT Wealth Management, LLC
N/A—73,319-73,319-100%$24.0M———
Clarity Financial LLC
N/A—73,022-73,022-100%$23.9M———
BTC Capital Management, Inc.
N/A—72,923-72,923-100%$23.9M———
Siemens Fonds Invest GmbH
N/A—72,905-72,905-100%$23.9M———
Gladstone Institutional Advisory LLC
N/A—72,888-72,888-100%$23.9M———
PFG Investments, LLC
N/A—72,804-72,804-100%$23.8M———
CCM Investment Advisers LLC
N/A—72,571-72,571-100%$23.8M———
FourThought Financial Partners, LLC
N/A—72,550-72,550-100%$23.7M———
Circle Wealth Management, LLC
N/A—72,338-72,338-100%$23.7M———
Douglass Winthrop Advisors, LLC
N/A—72,324-72,324-100%$23.7M———
Connors Investor Services Inc
N/A—72,256-72,256-100%$23.7M———
RBO & Co LLC
N/A—71,865-71,865-100%$23.5M———
IQ EQ Fund Management (Ireland) Ltd
N/A—71,790-71,790-100%$23.5M———
Kentucky Retirement Systems Insurance Trust Fund
N/A—71,170-71,170-100%$23.3M———
One Capital Management, LLC
N/A—70,363-70,363-100%$20.7M———
Caisse DES Depots ET Consignations
N/A—70,031-70,031-100%$22.9M———
Alerus Financial NA
N/A—69,378-69,378-100%$22.7M———
First American Trust, FSB
N/A—69,077-69,077-100%$22.6M———
Logan Capital Management Inc
N/A—69,053-69,053-100%$22.6M———
Simmons Bank
N/A—68,402-68,402-100%$22.4M———
Carlson Capital, L.P.
N/A—68,285-68,285-100%$22.4M———
Savvy Advisors, Inc.
N/A—68,127-68,127-100%$22.3M———
Heritage Trust Co
N/A—68,110-68,110-100%$22.3M———
Barbara Oil Co.
N/A—67,000-67,000-100%$21.9M———
Laffer Tengler Investments, Inc.
N/A—65,878-65,878-100%$21.6M———
Sand Hill Global Advisors, LLC
N/A—65,525-65,525-100%$21.4M———
Roundview Capital LLC
N/A—65,218-65,218-100%$21.3M———
Spinnaker Trust
N/A—65,043-65,043-100%$21.3M———
MidFirst Bank
N/A—64,768-64,768-100%$21.2M———
Western Wealth Management, LLC
N/A—64,631-64,631-100%$21.2M———
TriCert Investment Counsel Inc.
N/A—64,298-64,298-100%$21.0M———
Biondo Investment Advisors, LLC
N/A—64,082-64,082-100%$21.0M———
1ST Source Bank
N/A—63,985-63,985-100%$20.9M———
Capstone Financial Advisors, Inc.
N/A—63,735-63,735-100%$20.9M———
Strategic Wealth Partners, Ltd.
N/A—63,666-63,666-100%$20.8M———
Edgar Lomax Co
N/A—63,662-63,662-100%$20.8M———
Pettyjohn, Wood & White, Inc
N/A—63,499-63,499-100%$20.8M———
Leith Wheeler Investment Counsel Ltd.
N/A—63,489-63,489-100%$20.8M———
Essex Financial Services, Inc.
N/A—63,447-63,447-100%$20.8M———
Sound View Wealth Advisors Group, LLC
N/A—63,442-63,442-100%$20.8M———
Intellus Advisors LLC
N/A—63,033-63,033-100%$20.6M———
MainStreet Investment Advisors LLC
N/A—62,999-62,999-100%$20.6M———
Cape COD Five Cents Savings Bank
N/A—62,804-62,804-100%$20.6M———
NorthRock Partners, LLC
N/A—62,473-62,473-100%$20.4M———
Bank of Nova Scotia Trust Co
N/A—61,976-61,976-100%$20.3M———
Van Hulzen Asset Management, LLC
N/A—61,539-61,539-100%$20.1M———
Baldwin Investment Management, LLC
N/A—61,191-61,191-100%$20.0M———
Keystone Financial Group
N/A—60,800-60,800-100%$19.9M———
Parallax Volatility Advisers, L.P.
N/A—60,554-60,554-100%$19.8M———
New Age Alpha Advisors, LLC
N/A—60,185-60,185-100%$19.7M———
Texas Capital Bank Wealth Management Services Inc
N/A—60,118-60,118-100%$19.7M———
Buckley Wealth Management, LLC
N/A—59,992-59,992-100%$19.6M———
Zuckerman Investment Group, LLC
N/A—59,805-59,805-100%$19.6M———
Farmers National Bank
N/A—59,566-59,566-100%$19.5M———
Smartleaf Asset Management LLC
N/A—59,052-59,052-100%$19.5M———
Winslow Asset Management Inc
N/A—59,011-59,011-100%$19.3M———
AR Asset Management Inc
N/A—58,772-58,772-100%$19.2M———
Osprey Private Wealth LLC
N/A—58,600-58,600-100%$19.2M———
BTG Pactual Asset Management US LLC
N/A—57,792-57,792-100%$18.9M———
German American Bancorp, Inc.
N/A—57,445-57,445-100%$18.8M———
Whalerock Point Partners, LLC
N/A—57,414-57,414-100%$18.8M———
Capital International LTD
N/A—56,587-56,587-100%$18.5M———
Intesa Sanpaolo S.p.A.
N/A—56,561-56,561-100%$18.5M———
Stratos Investment Management, LLC
N/A—56,449-56,449-100%$18.5M———
Impax Asset Management Group plc
N/A—56,429-56,429-100%$18.5M———
Haverford Financial Services, Inc.
N/A—56,133-56,133-100%$18.4M———
Oversea-Chinese Banking Corp Ltd
N/A—55,774-55,774-100%$18.3M———
Stratos Wealth Advisors, LLC
N/A—55,138-55,138-100%$18.0M———
NWI Management LP
N/A—55,000-55,000-100%$18.0M———
South Dakota Investment Council
N/A—54,648-54,648-100%$17.9M———
Arvest Bank Trust Division
N/A—54,029-54,029-100%$17.7M———
Marsico Capital Management LLC
N/A—53,995-53,995-100%$17.7M———
Meridian Wealth Advisors, LLC
N/A—53,780-53,780-100%$17.6M———
Vestcor Inc
N/A—53,310-53,310-100%$17.5M———
Quantitative Investment Management, LLC
N/A—53,263-53,263-100%$17.4M———
Invictus Private Wealth, LLC
N/A—53,003-53,003-100%$17.3M———
Miramar Capital, LLC
N/A—52,493-52,493-100%$17.2M———
Hills Bank & Trust Co
N/A—52,326-52,326-100%$17.1M———
one8zero8, LLC
N/A—51,800-51,800-100%$17.0M———
Spartan Wealth Advisory Services LLC
N/A—51,414-51,414-100%$16.8M———
Tower Research Capital LLC (TRC)
N/A—51,373-51,373-100%$16.8M———
Clough Capital Partners L P
N/A—51,360-51,360-100%$16.8M———
Dividend Assets Capital, LLC
N/A—51,281-51,281-100%$16.8M———
Colonial Trust Co / SC
N/A—51,229-51,229-100%$16.8M———
Mizuho Markets Americas LLC
N/A—51,000-51,000-100%$16.7M———
Castleark Management LLC
N/A—50,525-50,525-100%$16.5M———
Foster & Motley Inc
N/A—50,479-50,479-100%$16.5M———
Jaffetilchin Investment Partners, LLC
N/A—50,345-50,345-100%$16.5M———
McMillan Office, Inc.
N/A—50,309-50,309-100%$16.5M———
Venator Management LLC
N/A—50,267-50,267-100%$16.5M———
Syon Capital LLC
N/A—50,236-50,236-100%$16.4M———
Rheos Capital Works Inc.
N/A—50,000-50,000-100%$16.4M———
Ameritas Advisory Services, LLC
N/A—49,825-49,825-100%$16.3M———
BFC Planning, Inc.
N/A—49,765-49,765-100%$16.3M———
Centaurus Financial, Inc.
N/A—49,446-49,446-100%$16.2M———
Pure Financial Advisors, LLC
N/A—48,966-48,966-100%$16.0M———
Capital Analysts, LLC
N/A—48,924-48,924-100%$16.0M———
Bridgewater Advisors Inc.
N/A—48,665-48,665-100%$17.2M———
Brave Asset Management Inc
N/A—47,930-47,930-100%$15.7M———
Giverny Capital Inc.
N/A—47,876-47,876-100%$15.7M———
Twin Capital Management Inc
N/A—47,806-47,806-100%$15.6M———
Cambient Family Office, LLC
N/A—47,709-47,709-100%$15.6M———
Boyar Asset Management Inc.
N/A—47,685-47,685-100%$15.6M———
Peak6 LLC
N/A—47,668-47,668-100%$15.6M———
Prosperity Consulting Group, LLC
N/A—47,362-47,362-100%$15.5M———
Canal Capital Management, LLC
N/A—47,327-47,327-100%$15.5M———
Rench Wealth Management, Inc.
N/A—47,129-47,129-100%$15.4M———
Adalta Capital Management LLC
N/A—47,083-47,083-100%$15.4M———
Longbow Finance SA
N/A—46,628-46,628-100%$15.3M———
Pine Valley Investments Ltd Liability Co
N/A—46,612-46,612-100%$15.3M———
FAS Wealth Partners, Inc.
N/A—46,254-46,254-100%$15.1M———
Mission Creek Capital Partners, Inc.
N/A—46,062-46,062-100%$8.2M———
Boston Family Office LLC
N/A—45,858-45,858-100%$15.0M———
Coastal Bridge Advisors, LLC
N/A—45,668-45,668-100%$14.9M———
Atlanta Consulting Group Advisors, LLC
N/A—45,339-45,339-100%$14.8M———
Bearing Point Capital, LLC
N/A—44,770-44,770-100%$14.7M———
Punch & Associates Investment Management, Inc.
N/A—44,647-44,647-100%$14.6M———
Apriem Advisors
N/A—44,544-44,544-100%$14.6M———
First National Advisers, LLC
N/A—44,312-44,312-100%$14.5M———
Rollins Financial Advisors, LLC
N/A—44,211-44,211-100%$14.5M———
Stokes Family Office, LLC
N/A—43,872-43,872-100%$14.4M———
Tulsa Wealth Advisors, Inc
N/A—43,509-43,509-100%$14.2M———
Providence Capital Advisors, LLC
N/A—43,280-43,280-100%$14.2M———
New England Asset Management Inc
N/A—43,147-43,147-100%$14.1M———
F/m Investments LLC
N/A—43,065-43,065-100%$14.1M———
New Republic Capital, LLC
N/A—42,950-42,950-100%$14.1M———
Transcend Capital Advisors, LLC
N/A—42,904-42,904-100%$14.0M———
Intrust Bank NA
N/A—42,703-42,703-100%$14.0M———
Interval Partners, LP
N/A—42,677-42,677-100%$14.0M———
Schulhoff & Co Inc
N/A—42,624-42,624-100%$14.0M———
Guardian Capital LP
N/A—42,546-42,546-100%$13.9M———
Purpose Unlimited Inc.
N/A—42,219-42,219-100%$13.9M———
Sone Capital Management, LLC
N/A—42,160-42,160-100%$13.8M———
Systematic Alpha Investments, LLC
N/A—42,064-42,064-100%$13.8M———
Matthew 25 Management Corp
N/A—41,750-41,750-100%$13.7M———
Optiver Holding B.V.
N/A—41,436-41,436-100%$13.6M———
Liontrust Investment Partners LLP
N/A—41,143-41,143-100%$13.5M———
Algert Global LLC
N/A—41,050-41,050-100%$13.4M———
RBF Capital, LLC
N/A—41,000-41,000-100%$13.4M———
Elk River Wealth Management LLC
N/A—40,712-40,712-100%$13.3M———
Lathrop Investment Management Co
N/A—40,610-40,610-100%$13.3M———
Unison Asset Management LLC
N/A—40,419-40,419-100%$13.2M———
Hilton Capital Management, LLC
N/A—39,907-39,907-100%$13.1M———
Ballast Advisors LLC
N/A—39,889-39,889-100%$13.1M———
Bellars Harris Wealth Management, LLC
N/A—39,817-39,817-100%$13.0M———
Alpine Woods Capital Investors, LLC
N/A—39,661-39,661-100%$13.0M———
Icon Wealth Advisors, LLC
N/A—39,608-39,608-100%$13.0M———
American Money Management, LLC
N/A—39,379-39,379-100%$12.9M———
Broadleaf Partners, LLC
N/A—39,360-39,360-100%$12.9M———
Altrafin AG
N/A—39,326-39,326-100%$12.9M———
Sargent Investment Group, LLC
N/A—39,208-39,208-100%$12.8M———
AssuredPartners Investment Advisors, LLC
N/A—39,170-39,170-100%$12.8M———
Walter & Keenan Wealth Management LLC
N/A—39,146-39,146-100%$12.8M———
Chilton Investment Co Inc.
N/A—39,093-39,093-100%$12.8M———
First Western Trust Bank
N/A—38,920-38,920-100%$12.7M———
Anchor Investment Management, LLC
N/A—38,543-38,543-100%$12.6M———
Shelton Capital Management
N/A—38,456-38,456-100%$12.6M———
SageView Advisory Group, LLC
N/A—37,999-37,999-100%$12.4M———
Cumberland Partners Ltd
N/A—37,954-37,954-100%$12.4M———
LRI Investments, LLC
N/A—37,791-37,791-100%$4.9M———
Lighthouse Investment Partners, LLC
N/A—37,541-37,541-100%$12.3M———
Bogart Wealth, LLC
N/A—37,403-37,403-100%$12.2M———
Harvey Capital Management Inc
N/A—37,387-37,387-100%$12.2M———
Moore Capital Management, LP
N/A—37,008-37,008-100%$12.1M———
B & T Capital Management DBA Alpha Capital Management
N/A—36,817-36,817-100%$12.1M———
Argent Advisors, Inc.
N/A—36,746-36,746-100%$12.0M———
Concord Investment Counsel Inc.
N/A—36,656-36,656-100%$12.0M———
Rehmann Capital Advisory Group
N/A—36,423-36,423-100%$11.9M———
L & S Advisors Inc
N/A—36,341-36,341-100%$11.9M———
Cvfg LLC
N/A—36,001-36,001-100%$11.8M———
BCS Private Wealth Management, Inc.
N/A—35,945-35,945-100%$11.8M———
Trustmark Bank Trust Department
N/A—35,922-35,922-100%$11.8M———
Tudor Investment Corp ET AL
N/A—35,855-35,855-100%$11.7M———
Financial Strategies Group, Inc.
N/A—35,740-35,740-100%$12.3M———
Hilltop Holdings Inc.
N/A—35,611-35,611-100%$11.7M———
Naviter Wealth, LLC
N/A—35,526-35,526-100%$11.6M———
Frisch Financial Group, Inc.
N/A—35,413-35,413-100%$11.6M———
Tradewinds, Llc.
N/A—35,409-35,409-100%$11.7M———
Alexander Labrunerie & Co., Inc.
N/A—35,226-35,226-100%$11.5M———
Everpar Advisors LLC
N/A—34,866-34,866-100%$11.4M———
Permanens Capital L.P.
N/A—34,689-34,689-100%$11.4M———
Stamos Capital Partners, L.P.
N/A—34,663-34,663-100%$11.3M———
Evolve Private Wealth, LLC
N/A—34,350-34,350-100%$11.2M———
Hodges Capital Management Inc.
N/A—34,179-34,179-100%$11.2M———
Granite Bay Wealth Management, LLC
N/A—34,101-34,101-100%$11.2M———
Johnson Financial Group, Inc.
N/A—34,083-34,083-100%$11.2M———
D L Carlson Investment Group Inc
N/A—33,895-33,895-100%$11.1M———
Trivium Point Advisory, LLC
N/A—33,061-33,061-100%$10.8M———
Aquatic Capital Management LLC
N/A—32,830-32,830-100%$10.7M———
1248 Management, LLC
N/A—32,729-32,729-100%$10.7M———
Core Alternative Capital
N/A—32,712-32,712-100%$10.7M———
Rothschild Wealth LLC
N/A—32,442-32,442-100%$10.6M———
Boston Research & Management Inc
N/A—32,195-32,195-100%$10.5M———
SOA Wealth Advisors, Llc.
N/A—32,007-32,007-100%$7.3M———
Oxford Financial Group, Ltd. LLC
N/A—31,778-31,778-100%$10.4M———
Jacobs Levy Equity Management, Inc
N/A—31,735-31,735-100%$10.4M———
JT Stratford LLC
N/A—31,571-31,571-100%$10.3M———
Founders Financial Alliance, LLC
N/A—31,144-31,144-100%$10.2M———
DCM Advisors, LLC
N/A—31,070-31,070-100%$10.2M———
NorthCoast Asset Management LLC
N/A—30,991-30,991-100%$10.1M———
Ironvine Capital Partners, LLC
N/A—30,971-30,971-100%$10.1M———
Manhattan West Asset Management, LLC
N/A—30,920-30,920-100%$10.1M———
Palmer Knight Co
N/A—30,797-30,797-100%$10.1M———
Abbot Financial Management, Inc.
N/A—30,787-30,787-100%$10.1M———
Field & Main Bank
N/A—30,773-30,773-100%$10.1M———
Palumbo Wealth Management LLC
N/A—30,682-30,682-100%$10.0M———
Mitchell Mcleod Pugh & Williams Inc
N/A—30,629-30,629-100%$10.0M———
Titan Wealth (CI) Ltd
N/A—30,527-30,527-100%$10.0M———
Kera Capital Partners, Inc.
N/A—30,436-30,436-100%$10.0M———
MSA Advisors, LLC
N/A—30,400-30,400-100%$10.0M———
Kayne Anderson Rudnick Investment Management LLC
N/A—30,379-30,379-100%$9.9M———
National Philanthropic Trust
N/A—30,367-30,367-100%$9.9M———
Amica Mutual Insurance Co
N/A—30,347-30,347-100%$9.9M———
DF Dent & Co Inc
N/A—30,347-30,347-100%$9.9M———
Frec Markets, Inc.
N/A—30,327-30,327-100%$9.9M———
American Trust
N/A—30,269-30,269-100%$9.9M———
Onex Canada Asset Management Inc.
N/A—30,235-30,235-100%$9.9M———
JBF Capital, Inc.
N/A—30,000-30,000-100%$9.8M———
Checchi Capital Advisers, LLC
N/A—29,988-29,988-100%$9.8M———
E Fund Management Co., Ltd.
N/A—29,956-29,956-100%$9.8M———
R.m.sincerbeaux Capital Management LLC
N/A—29,870-29,870-100%$9.8M———
Hayek Kallen Investment Management
N/A—29,852-29,852-100%$9.8M———
Sandhill Capital Partners LLC
N/A—29,817-29,817-100%$9.8M———
GeoWealth Management, LLC
N/A—29,636-29,636-100%$9.7M———
Private Wealth Asset Management, LLC
N/A—29,626-29,626-100%$9.7M———
RPg Family Wealth Advisory, LLC
N/A—29,603-29,603-100%$9.7M———
Baader Bank Aktiengesellschaft
N/A—29,584-29,584-100%$9.7M———
Ausdal Financial Partners, Inc.
N/A—29,524-29,524-100%$9.7M———
Meiji Yasuda Life Insurance Co
N/A—29,517-29,517-100%$9.7M———
Bank of Hawaii
N/A—29,487-29,487-100%$9.7M———
Concorde Financial Corp
N/A—29,367-29,367-100%$9.6M———
Patient Capital Management, LLC
N/A—29,360-29,360-100%$9.6M———
RB Capital Management, LLC
N/A—29,173-29,173-100%$9.5M———
Seaview Investment Managers LLC
N/A—29,085-29,085-100%$9.5M———
Ironwood Investment Counsel, LLC
N/A—29,069-29,069-100%$9.5M———
Dynasty Wealth Management, LLC
N/A—29,047-29,047-100%$9.5M———
Hall Capital Management Co Inc
N/A—29,004-29,004-100%$9.5M———
Shelter Mutual Insurance Co
N/A—29,000-29,000-100%$9.5M———
IFC Advisors LLC
N/A—28,966-28,966-100%$9.5M———
Spirepoint Private Client, LLC
N/A—28,920-28,920-100%$9.5M———
DRW Securities, LLC
N/A—28,756-28,756-100%$9.4M———
Proficio Capital Partners LLC
N/A—28,707-28,707-100%$9.4M———
Guardian Wealth Advisors, LLC / NC
N/A—28,569-28,569-100%$9.4M———
Smithfield Trust Co
N/A—28,479-28,479-100%$9.3M———
Marietta Investment Partners LLC
N/A—28,436-28,436-100%$9.3M———
CreativeOne Wealth, LLC
N/A—28,378-28,378-100%$9.3M———
Brooks, Moore & Associates, Inc.
N/A—28,264-28,264-100%$9.3M———
P.A.W. Capital Corp
N/A—28,200-28,200-100%$9.2M———
Brentview Investment Management LLC
N/A—28,187-28,187-100%$9.2M———
K.J. Harrison & Partners Inc
N/A—28,155-28,155-100%$9.2M———
Holderness Investments Co
N/A—28,006-28,006-100%$9.2M———
Drucker Wealth 3.0, LLC
N/A—27,905-27,905-100%$9.1M———
Qtron Investments LLC
N/A—27,841-27,841-100%$9.1M———
Zhang Financial LLC
N/A—27,780-27,780-100%$9.1M———
BBR Partners, LLC
N/A—27,621-27,621-100%$9.0M———
Brevan Howard Capital Management LP
N/A—27,599-27,599-100%$9.0M———
Modus Advisors, LLC
N/A—27,432-27,432-100%$9.0M———
Union Heritage Capital, LLC
N/A—27,305-27,305-100%$8.9M———
Ameritas Investment Partners, Inc.
N/A—27,168-27,168-100%$8.9M———
Empire Financial Management Company, LLC
N/A—26,831-26,831-100%$8.8M———
KKM Financial LLC
N/A—26,824-26,824-100%$8.8M———
WealthShield Partners, LLC
N/A—26,655-26,655-100%$8.7M———
Hi-Line Capital Management, LLC
N/A—26,580-26,580-100%$8.7M———
Covington Investment Advisors Inc.
N/A—26,442-26,442-100%$8.7M———
Kensington Investment Counsel, LLC
N/A—26,248-26,248-100%$8.6M———
Kintra Wealth, LLC
N/A—26,149-26,149-100%$9.5M———
Sagewood Asset Management LP
N/A—25,880-25,880-100%$8.5M———
Marble Wealth, LLC
N/A—25,738-25,738-100%$8.4M———
Catalyst Funds Management Pty Ltd
N/A—25,600-25,600-100%$8.4M———
Northwest Bancshares, Inc.
N/A—25,331-25,331-100%$8.3M———
Sompo Asset Management Co., Ltd.
N/A—25,141-25,141-100%$8.2M———
Cambria Investment Management, L.P.
N/A—25,098-25,098-100%$8.2M———
Rowlandmiller & Partners.adv
N/A—25,078-25,078-100%$8.2M———
Marex Group Ltd
N/A—25,055-25,055-100%$8.2M———
Atlas Wealth LLC
N/A—24,980-24,980-100%$8.2M———
Socorro Asset Management LP
N/A—24,930-24,930-100%$8.2M———
Citizens Business Bank
N/A—24,882-24,882-100%$8.1M———
Gardner Russo & Quinn LLC
N/A—24,719-24,719-100%$8.1M———
Strategic Financial Services, Inc.
N/A—24,505-24,505-100%$8.0M———
Seneca House Advisors
N/A—24,432-24,432-100%$8.0M———
Ethos Financial Group, LLC
N/A—24,341-24,341-100%$8.3M———
Edgestream Partners, L.P.
N/A—24,323-24,323-100%$8.0M———
Harbor Advisors LLC
N/A—24,148-24,148-100%$7.9M———
Bcwm, LLC
N/A—24,146-24,146-100%$7.9M———
Kovack Advisors, Inc.
N/A—24,034-24,034-100%$8.0M———
Monetary Management Group Inc
N/A—23,885-23,885-100%$7.8M———
Paradiem, LLC
N/A—23,716-23,716-100%$7.8M———
Icon Advisers Inc
N/A—23,680-23,680-100%$7.8M———
Morton Community Bank
N/A—23,580-23,580-100%$7.7M———
Dean Investment Associates, LLC
N/A—23,558-23,558-100%$7.7M———
Bridgewater Associates, LP
N/A—23,548-23,548-100%$7.7M———
S&CO Inc
N/A—23,285-23,285-100%$7.6M———
Jacobs Equity LLC
N/A—23,273-23,273-100%$7.6M———
Rosenblum Silverman Sutton S F Inc
N/A—23,195-23,195-100%$7.6M———
Blue Edge Capital, LLC
N/A—22,972-22,972-100%$7.5M———
IMA Advisory Services, Inc.
N/A—22,933-22,933-100%$7.5M———
Ramirez Asset Management, Inc.
N/A—22,689-22,689-100%$7.4M———
Concentric Capital Strategies, LP
N/A—22,684-22,684-100%$7.4M———
Royal Capital Wealth Management, LLC
N/A—22,671-22,671-100%$7.4M———
Town & Country Bank & Trust Co dba First Bankers Trust Co
N/A—22,655-22,655-100%$7.4M———
Maltese Capital Management LLC
N/A—22,500-22,500-100%$7.4M———
NatWest Group plc
N/A—22,476-22,476-100%$7.4M———
Entropy Technologies, LP
N/A—22,416-22,416-100%$7.3M———
Mathes Company, Inc.
N/A—22,388-22,388-100%$7.3M———
Trinity Legacy Partners, LLC
N/A—22,274-22,274-100%$7.6M———
Harbor Advisory Corp
N/A—22,192-22,192-100%$7.3M———
Trustco Bank Corp N Y
N/A—22,136-22,136-100%$7.2M———
Dover Advisors, LLC
N/A—22,128-22,128-100%$7.1M———
LOM Asset Management Ltd
N/A—21,938-21,938-100%$7.2M———
NCM Capital Management, LLC
N/A—21,937-21,937-100%$7.2M———
Hillsdale Investment Management Inc.
N/A—21,922-21,922-100%$7.2M———
Daniel Investment Group, Inc.
N/A—21,906-21,906-100%$7.2M———
Strategic Investment Advisors / MI
N/A—21,785-21,785-100%$7.1M———
VeraBank, N.A.
N/A—21,765-21,765-100%$7.1M———
Financial Engines Advisors L.L.C.
N/A—21,685-21,685-100%$7.1M———
O'rourke & Company, Inc
N/A—21,517-21,517-100%$7.0M———
Pine Ridge Advisers LLC
N/A—21,500-21,500-100%$7.0M———
Consolidated Portfolio Review Corp
N/A—21,500-21,500-100%$7.0M———
AustralianSuper Pty Ltd
N/A—21,257-21,257-100%$7.0M———
Hunter Perkins Capital Management, LLC
N/A—21,252-21,252-100%$7.0K———
Aureus Asset Management, LLC
N/A—21,189-21,189-100%$6.9M———
Seascape Capital Management
N/A—21,106-21,106-100%$6.9M———
Alberta Investment Management Corp
N/A—21,000-21,000-100%$6.9M———
Townsquare Capital LLC
N/A—20,982-20,982-100%$6.9M———
Second Line Capital, LLC
N/A—20,969-20,969-100%$6.9M———
Advyzon Investment Management, LLC
N/A—20,794-20,794-100%$6.8M———
Winning Points Advisors, LLC
N/A—20,661-20,661-100%$2.9M———
Wittenberg Investment Management, Inc.
N/A—20,543-20,543-100%$6.7M———
Advisory Alpha, LLC
N/A—20,476-20,476-100%$6.7M———
Connable Office Inc
N/A—20,425-20,425-100%$6.7M———
OneAscent Financial Services LLC
N/A—20,326-20,326-100%$6.7M———
Xcelsior Advisor Partners LLC
N/A—20,287-20,287-100%$6.6M———
Owen LaRue, LLC
N/A—20,259-20,259-100%$6.6M———
Ritter Daniher Financial Advisory LLC / de
N/A—20,232-20,232-100%$6.6M———
Intellectus Partners, LLC
N/A—20,134-20,134-100%$6.6M———
Tyche Wealth Partners LLC
N/A—20,119-20,119-100%$6.6M———
Goldstone Financial Group, LLC
N/A—19,997-19,997-100%$6.5M———
Annis Gardner Whiting Capital Advisors, LLC
N/A—19,980-19,980-100%$6.5M———
Nicholas Investment Partners, LP
N/A—19,967-19,967-100%$6.5M———
Waterloo Capital, L.P.
N/A—19,900-19,900-100%$6.5M———
Slagle Financial, LLC
N/A—19,833-19,833-100%$6.5M———
Van Eck Associates Corp
N/A—19,766-19,766-100%$6.5M———
Stevens Capital Management LP
N/A—19,690-19,690-100%$6.4M———
Family Manage LLC
N/A—19,674-19,674-100%$6.4M———
Nvest Financial, LLC
N/A—19,583-19,583-100%$6.4M———
Buffalo Business & Estate Services LTD
N/A—19,575-19,575-100%$6.4M———
Headinvest, LLC
N/A—19,554-19,554-100%$6.4M———
Gateway Wealth Partners, LLC
N/A—19,528-19,528-100%$6.4M———
Glen Eagle Advisors, LLC
N/A—19,485-19,485-100%$6.4M———
Huber Capital Management LLC
N/A—19,333-19,333-100%$6.3M———
Winthrop Partners - WNY, LLC
N/A—19,285-19,285-100%$6.3M———
Mayflower Financial Advisors, LLC
N/A—19,246-19,246-100%$6.3M———
West Michigan Advisors, LLC
N/A—19,178-19,178-100%$6.3M———
White Pine Capital LLC
N/A—19,172-19,172-100%$6.3M———
Chesapeake Asset Management LLC
N/A—19,168-19,168-100%$6.3M———
Quest Investment Management LLC
N/A—19,167-19,167-100%$6.3M———
Keel Point, LLC
N/A—19,143-19,143-100%$6.3M———
Banco de Sabadell, S.a
N/A—19,100-19,100-100%$6.3M———
Peak Planning Group, LLC
N/A—19,098-19,098-100%$6.3M———
Wills Financial Group LLC
N/A—19,047-19,047-100%$6.2M———
Athena Investment Management
N/A—18,980-18,980-100%$6.2M———
Vista Investment Management
N/A—18,884-18,884-100%$6.2M———
Liberty One Investment Management, LLC
N/A—18,862-18,862-100%$6.2M———
Dark Forest Capital Management LP
N/A—18,834-18,834-100%$6.2M———
L2 Asset Management, LLC
N/A—18,626-18,626-100%$6.1M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—18,608-18,608-100%$6.1M———
Engineers Gate Manager LP
N/A—18,583-18,583-100%$6.1M———
LMR Partners LLP
N/A—18,511-18,511-100%$6.1M———
Mokan Wealth Management Inc.
N/A—18,467-18,467-100%$6.0M———
Wisconsin Capital Management LLC
N/A—18,448-18,448-100%$6.0M———
Continuum Advisory, LLC
N/A—18,447-18,447-100%$6.0M———
Atlas Legacy Advisors, LLC
N/A—18,422-18,422-100%$5.9M———
Integrated Investment Consultants, LLC
N/A—18,360-18,360-100%$6.0M———
Graybill Wealth Management, Ltd.
N/A—18,115-18,115-100%$5.9M———
Knott David M Jr
N/A—18,098-18,098-100%$5.9M———
Heartland Bank & Trust Co
N/A—18,020-18,020-100%$5.9M———
S Harris Financial Group, LLC
N/A—17,984-17,984-100%$5.9M———
Denali Advisors LLC
N/A—17,970-17,970-100%$5.9M———
Magnolia Capital Advisors LLC
N/A—17,886-17,886-100%$5.9M———
Westerkirk Capital Inc.
N/A—17,758-17,758-100%$5.8M———
Sfmg, LLC
N/A—17,677-17,677-100%$5.8M———
Marshall Investment Management, LLC
N/A—17,670-17,670-100%$5.8M———
Mattson Financial Services, LLC
N/A—17,658-17,658-100%$6.1M———
Intrepid Financial Planning Group LLC
N/A—17,651-17,651-100%$5.8M———
Game Plan Financial Advisors, LLC
N/A—17,575-17,575-100%$5.8M———
First Commonwealth Financial Corp
N/A—17,552-17,552-100%$5.7M———
Hudson Value Partners, LLC
N/A—17,496-17,496-100%$5.7M———
Storgate, LLC
N/A—17,433-17,433-100%$5.7M———
Brasada Capital Management, LP
N/A—17,343-17,343-100%$5.7M———
Wealth Alliance, LLC
N/A—17,342-17,342-100%$5.7M———
Smith, Moore & Co.
N/A—17,284-17,284-100%$5.7M———
Affinity Wealth Management LLC
N/A—17,138-17,138-100%$5.6M———
Tiemann Investment Advisors, LLC
N/A—17,110-17,110-100%$5.6M———
ArrowMark Colorado Holdings LLC
N/A—17,106-17,106-100%$5.6M———
Wellspring Financial Advisors, LLC
N/A—17,097-17,097-100%$5.6M———
Prestige Wealth Management Group LLC
N/A—17,005-17,005-100%$5.6M———
Triveni Capital Investments LP
N/A—16,981-16,981-100%$5.6M———
FSB Premier Wealth Management, Inc.
N/A—16,968-16,968-100%$5.6M———
Bank OZK
N/A—16,950-16,950-100%$5.5M———
Fairfield, Bush & Co.
N/A—16,930-16,930-100%$5.5M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—16,860-16,860-100%$5.5M———
PCM Encore, LLC
N/A—16,805-16,805-100%$5.5M———
Resurgent Financial Advisors LLC
N/A—16,655-16,655-100%$5.5M———
Cinctive Capital Management LP
N/A—16,594-16,594-100%$5.4M———
KP Management LLC
N/A—16,527-16,527-100%$5.4M———
Centric Wealth Management
N/A—16,502-16,502-100%$5.1M———
Martin & Co Inc
N/A—16,162-16,162-100%$5.3M———
FLC Capital Advisors
N/A—16,124-16,124-100%$5.3M———
Mosaic Family Wealth Partners, LLC
N/A—16,056-16,056-100%$5.3M———
Stonebrook Private Inc.
N/A—16,046-16,046-100%$5.3M———
Select Asset Management & Trust
N/A—15,990-15,990-100%$5.2M———
Cetera Trust Company, N.a
N/A—15,969-15,969-100%$5.2M———
Alteri Wealth LLC
N/A—15,919-15,919-100%$5.2M———
Regal Investment Advisors LLC
N/A—15,845-15,845-100%$5.2M———
Quotient Wealth Partners, LLC
N/A—15,775-15,775-100%$5.2M———
Lafayette Investments, Inc.
N/A—15,746-15,746-100%$5.2M———
Vanguard National Trust Co
N/A—15,720-15,720-100%$5.1M———
Tradition Wealth Management, LLC
N/A—15,691-15,691-100%$5.1M———
Bank of the Bluegrass & Trust Co.
N/A—15,678-15,678-100%$5.2M———
First National Bank of Hutchinson
N/A—15,641-15,641-100%$5.1M———
Waddell & Associates, LLC
N/A—15,606-15,606-100%$5.1M———
Trivant Custom Portfolio Group, LLC
N/A—15,534-15,534-100%$5.1M———
44 Wealth Management LLC
N/A—15,522-15,522-100%$5.1M———
Klcm Advisors, Inc.
N/A—15,506-15,506-100%$5.1M———
Earnest Partners LLC
N/A—15,429-15,429-100%$5.1M———
Crews Bank & Trust
N/A—15,428-15,428-100%$5.1M———
Raelipskie Partnership
N/A—15,362-15,362-100%$5.0M———
Arbor Trust Wealth Advisors, LLC
N/A—15,267-15,267-100%$5.0M———
NWM Advisors, LLC
N/A—15,260-15,260-100%$5.0M———
MJP Associates Inc
N/A—15,204-15,204-100%$5.0M———
Hilltop Partners LLC
N/A—15,195-15,195-100%$5.0M———
Resolute Wealth Strategies, LLC
N/A—15,117-15,117-100%$4.9M———
Orleans Capital Management Corp
N/A—15,111-15,111-100%$4.9M———
FWL Investment Management, LLC
N/A—15,042-15,042-100%$4.9M———
Okabena Investment Services Inc
N/A—15,027-15,027-100%$4.9M———
Capital Financial Group Inc\co\
N/A—15,026-15,026-100%$4.9M———
Monetta Financial Services Inc
N/A—15,000-15,000-100%$4.9M———
BOK Financial Private Wealth, Inc.
N/A—14,993-14,993-100%$4.9M———
Counterweight Ventures, LLC
N/A—14,986-14,986-100%$4.9M———
Coppell Advisory Solutions LLC
N/A—14,953-14,953-100%$2.9K———
SageGuard Financial Group, LLC
N/A—14,953-14,953-100%$4.9M———
Octavia Wealth Advisors, LLC
N/A—14,913-14,913-100%$4.9M———
Galaxy Digital Capital Management GP LLC
N/A—14,891-14,891-100%$4.9M———
Bank Hapoalim BM
N/A—14,855-14,855-100%$4.9M———
Greenline Partners, LLC
N/A—14,816-14,816-100%$4.8M———
Summit Wealth Partners, LLC
N/A—14,767-14,767-100%$4.8M———
Accent Capital Management, LLC
N/A—14,737-14,737-100%$4.8M———
Beck Capital Management, LLC
N/A—14,683-14,683-100%$4.8M———
JPL Wealth Management, LLC
N/A—14,640-14,640-100%$4.8M———
Main Street Financial Solutions, LLC
N/A—14,600-14,600-100%$4.8M———
Integrity Financial Corp
N/A—14,594-14,594-100%$4.8M———
Voya Financial Advisors, Inc.
N/A—14,585-14,585-100%$4.8M———
Pgim Custom Harvest LLC
N/A—14,568-14,568-100%$4.8M———
Highview Capital Management LLC
N/A—14,556-14,556-100%$4.8M———
Hollencrest Capital Management
N/A—14,463-14,463-100%$4.7M———
Black Swift Group, LLC
N/A—14,358-14,358-100%$4.7M———
Baron Silver Stevens Financial Advisors, LLC
N/A—14,335-14,335-100%$4.7M———
Snowwater Investment Partners, LLC
N/A—14,092-14,092-100%$4.6M———
Kiley Juergens Wealth Management, LLC
N/A—13,923-13,923-100%$4.6M———
CVA Family Office, LLC
N/A—13,920-13,920-100%$4.6M———
LM Advisors LLC
N/A—13,918-13,918-100%$4.6M———
Sittner & Nelson, LLC
N/A—13,914-13,914-100%$4.6M———
Sivia Capital Partners, LLC
N/A—13,897-13,897-100%$4.5M———
Campbell & Co Investment Adviser LLC
N/A—13,733-13,733-100%$4.5M———
Weik Capital Management
N/A—13,663-13,663-100%$4.5M———
Vines Capital Management, LLC
N/A—13,651-13,651-100%$4.5M———
Affinity Investment Advisors, LLC
N/A—13,621-13,621-100%$4.5M———
Aft, Forsyth & Sober, LLC
N/A—13,600-13,600-100%$4.0M———
Alta Wealth Advisors LLC
N/A—13,592-13,592-100%$4.4M———
Pinnacle West Asset Management, Inc.
N/A—13,570-13,570-100%$4.4M———
Twin Lakes Capital Management, LLC
N/A—13,493-13,493-100%$4.4M———
Capital Group Investment Management Pte. Ltd.
N/A—13,428-13,428-100%$4.4M———
Delta Asset Management LLC
N/A—13,419-13,419-100%$4.4M———
Silver OAK Securities, Incorporated
N/A—13,353-13,353-100%$4.4M———
Aster Capital Management (Difc) Ltd
N/A—13,308-13,308-100%$4.4M———
Twin City Private Wealth, LLC
N/A—13,274-13,274-100%$4.3M———
Greenwich Wealth Management LLC
N/A—13,236-13,236-100%$4.3M———
PYA Waltman Capital, LLC
N/A—13,235-13,235-100%$4.3M———
First Dallas Securities Inc.
N/A—13,219-13,219-100%$4.3M———
Empirical Asset Management, LLC
N/A—13,153-13,153-100%$4.3M———
Alaethes Wealth, LLC
N/A—13,069-13,069-100%$4.3M———
Crewe Advisors LLC
N/A—13,043-13,043-100%$4.3M———
Ulysses Management LLC
N/A—13,000-13,000-100%$4.3M———
Holistic Financial Partners
N/A—12,899-12,899-100%$4.2M———
Yarger Wealth Strategies, LLC
N/A—12,858-12,858-100%$4.3M———
Berger Financial Group, Inc
N/A—12,783-12,783-100%$4.2M———
CIM Investment Management Inc
N/A—12,758-12,758-100%$4.2M———
X-Square Capital, LLC
N/A—12,742-12,742-100%$4.1M———
Allred Capital Management, LLC
N/A—12,668-12,668-100%$4.1M———
Ceeto Capital Group, LLC
N/A—12,586-12,586-100%$4.1M———
Lionhunter Capital Management, LLC
N/A—12,558-12,558-100%$4.1M———
One Charles Private Wealth Services, LLC
N/A—12,551-12,551-100%$4.1M———
Brendel Financial Advisors LLC
N/A—12,504-12,504-100%$4.1M———
Alpha Financial Partners LLC
N/A—12,364-12,364-100%$4.0M———
Edgewood Management LLC
N/A—12,311-12,311-100%$4.0M———
Bernard Wealth Management Corp.
N/A—12,270-12,270-100%$4.0M———
Pinnacle Holdings, LLC
N/A—12,269-12,269-100%$4.0M———
SWP Investment Management LLC
N/A—12,012-12,012-100%$3.9M———
Wulff, Hansen & Co.
N/A—12,005-12,005-100%$3.9M———
Bayview Asset Management, LLC
N/A—12,000-12,000-100%$3.9M———
Lakeridge Wealth Management LLC
N/A—11,987-11,987-100%$3.9M———
North Dallas Bank & Trust Co
N/A—11,919-11,919-100%$3.9M———
Capstone Investment Advisors, LLC
N/A—11,844-11,844-100%$3.9M———
Aristotle Capital Management, LLC
N/A—11,643-11,643-100%$3.8M———
Mainstay Capital Management LLC
N/A—11,642-11,642-100%$3.8M———
Legato Capital Management LLC
N/A—11,504-11,504-100%$3.8M———
Fortune Financial Advisors, LLC
N/A—11,490-11,490-100%$3.8M———
Ponta Wealth Partners, LLC
N/A—11,487-11,487-100%$3.8M———
FWG Holdings, LLC
N/A—11,472-11,472-100%$4.1M———
Spahn Wealth & Retirement LLC
N/A—11,441-11,441-100%$3.7M———
Cary Street Partners Investment Advisory LLC
N/A—11,416-11,416-100%$3.7M———
Miller Investment Management, LP
N/A—11,410-11,410-100%$3.7M———
Aspire Growth Partners LLC
N/A—11,378-11,378-100%$3.7M———
BSW Wealth Partners
N/A—11,347-11,347-100%$3.7M———
Aldebaran Capital, LLC
N/A—11,282-11,282-100%$3.7M———
Millstone Evans Group, LLC
N/A—11,258-11,258-100%$3.7M———
Lcnb Corp
N/A—11,238-11,238-100%$3.7M———
Defiance ETFs, LLC
N/A—11,156-11,156-100%$3.7M———
TRB Wealth Management, LLC
N/A—11,124-11,124-100%$3.6M———
Bcgm Wealth Management, LLC
N/A—11,058-11,058-100%$3.6M———
Fort Point Capital Partners LLC
N/A—11,054-11,054-100%$3.6M———
Karani Asset Management LLC
N/A—11,048-11,048-100%$3.6M———
Stonebridge Financial Group, LLC
N/A—10,963-10,963-100%$3.6M———
Paces Ferry Wealth Advisors, LLC
N/A—10,955-10,955-100%$3.6M———
Cozad Asset Management Inc
N/A—10,878-10,878-100%$3.6M———
AFT, Forsyth & Company, Inc.
N/A—10,868-10,868-100%$3.6M———
Paradigm Capital Management, LLC
N/A—10,831-10,831-100%$3.5M———
Clare Market Investments LLC
N/A—10,789-10,789-100%$3.5M———
Alesco Advisors, LLC, An ESL Co
N/A—10,786-10,786-100%$3.5M———
HHM Wealth Advisors, LLC
N/A—10,692-10,692-100%$3.5M———
Samara Investment Management, LLC
N/A—10,680-10,680-100%$3.5M———
Perennial Investment Advisors, LLC
N/A—10,630-10,630-100%$3.5M———
Henson-Edgewater Management, LLC
N/A—10,462-10,462-100%$3.8M———
Quantbot Technologies LP
N/A—10,446-10,446-100%$3.4M———
Members Trust Co
N/A—10,430-10,430-100%$3.4M———
Gould Capital, LLC
N/A—10,405-10,405-100%$3.4M———
Legacy Capital Wealth Management, LLC
N/A—10,392-10,392-100%$3.4M———
Tiaa Trust, National Association
N/A—10,367-10,367-100%$3.4M———
SHP Wealth Management
N/A—10,354-10,354-100%$3.4M———
Papamarkou Wellner Asset Management inc.
N/A—10,344-10,344-100%$3.0M———
Peak Retirement Planning, Inc.
N/A—10,332-10,332-100%$3.4M———
RFP Financial Group LLC
N/A—10,316-10,316-100%$3.4M———
Strategies Wealth Advisors, LLC
N/A—10,314-10,314-100%$3.4M———
Westfuller Advisors, LLC
N/A—10,306-10,306-100%$3.4M———
Z3 Capital Partners, LLC
N/A—10,255-10,255-100%$3.4M———
IKE Capital, LLC
N/A—10,216-10,216-100%$3.3M———
Bleichroeder LP
N/A—10,200-10,200-100%$3.3M———
W1m Asset Management Ltd
N/A—10,164-10,164-100%$3.3M———
Sandy Cove Advisors, LLC
N/A—10,142-10,142-100%$3.3M———
Basecamp Wealth Advisors LLC
N/A—10,141-10,141-100%$3.3M———
Morris Financial Concepts, Inc.
N/A—10,088-10,088-100%$3.3M———
Meadowbrook Advisors Group, LLC
N/A—10,074-10,074-100%$3.3M———
Pointe Capital Management LLC
N/A—10,062-10,062-100%$3.3M———
Hemenway Trust Co LLC
N/A—10,040-10,040-100%$3.3M———
Crux Wealth Advisors
N/A—9,938-9,938-100%$3.3M———
US Asset Management LLC
N/A—9,861-9,861-100%$3.2M———
Kidder Stephen W
N/A—9,803-9,803-100%$3.2M———
Hartford Funds Management Co LLC
N/A—9,801-9,801-100%$3.2M———
Bannerstone Capital Management, LLC
N/A—9,720-9,720-100%$3.2M———
Notis-McConarty Edward
N/A—9,628-9,628-100%$3.2M———
Wealthquest Corp
N/A—9,622-9,622-100%$3.1M———
Ducere Wealth Management LLC
N/A—9,545-9,545-100%$3.1M———
Mosaic Financial Group, LLC
N/A—9,540-9,540-100%$3.1M———
South Street Advisors LLC
N/A—9,518-9,518-100%$3.1M———
Spreng Capital Management, Inc.
N/A—9,476-9,476-100%$3.1M———
Kapstone Financial Advisors LLC
N/A—9,463-9,463-100%$3.1M———
Calton & Associates, Inc.
N/A—9,436-9,436-100%$3.1M———
Cadia Private Client LLC
N/A—9,403-9,403-100%$3.1M———
Godshalk Welsh Capital Management, Inc.
N/A—9,370-9,370-100%$3.1M———
NorthStar Asset Management LLC
N/A—9,326-9,326-100%$3.1M———
Walsky Investment Management, Inc.
N/A—9,312-9,312-100%$3.0M———
Westview Management dba Westview Investment Advisors
N/A—9,261-9,261-100%$3.0M———
Navellier & Associates Inc
N/A—9,240-9,240-100%$3.0M———
Westmount Partners, LLC
N/A—9,237-9,237-100%$3.0M———
Redwood Investment Management, LLC
N/A—9,218-9,218-100%$3.0M———
MRP Capital Investments, LLC
N/A—9,208-9,208-100%$3.0M———
Chesapeake Wealth Management
N/A—9,165-9,165-100%$3.0M———
Astoria Portfolio Advisors Llc.
N/A—9,073-9,073-100%$3.0M———
Keebeck Wealth Management
N/A—9,065-9,065-100%$3.0M———
Mendel Capital Management LLC
N/A—9,065-9,065-100%$3.0M———
Yukon Wealth Management, Inc.
N/A—9,039-9,039-100%$3.0M———
MWA Asset Management
N/A—9,038-9,038-100%$3.0M———
Pitcairn Wealth Advisors LLC
N/A—9,034-9,034-100%$3.0M———
Brown Financial Advisors
N/A—9,025-9,025-100%$3.0M———
Talon Private Wealth, LLC
N/A—9,004-9,004-100%$2.9M———
Security National Bank of Sioux City Iowa
N/A—8,952-8,952-100%$2.9M———
Keystone Financial Services
N/A—8,929-8,929-100%$2.9M———
Faithward Advisors, LLC
N/A—8,883-8,883-100%$2.9M———
Range Advisory, LLC
N/A—8,876-8,876-100%$2.9M———
Fora Capital, LLC
N/A—8,849-8,849-100%$2.9M———
Benchmark Investment Advisors LLC
N/A—8,840-8,840-100%$2.9M———
Bolthouse Investments, LLC
N/A—8,802-8,802-100%$2.9M———
Fairtree Asset Management (Pty) Ltd
N/A—8,773-8,773-100%$2.9M———
Navalign, LLC
N/A—8,756-8,756-100%$2.9M———
Chancellor Financial Group WB LP
N/A—8,754-8,754-100%$2.9M———
Lbmc Investment Advisors, LLC
N/A—8,716-8,716-100%$2.9M———
Berkeley Capital Partners, LLC
N/A—8,667-8,667-100%$2.8M———
CIM, LLC
N/A—8,651-8,651-100%$2.8M———
Sovereign Financial Group, Inc.
N/A—8,640-8,640-100%$2.8M———
Wealth Management Associates, Inc.
N/A—8,631-8,631-100%$2.8M———
Platform Wealth Management, LLC
N/A—8,613-8,613-100%$2.8M———
Greykasell Wealth Strategies, Inc.
N/A—8,577-8,577-100%$2.8M———
Invst, LLC
N/A—8,563-8,563-100%$2.8M———
Gilder Gagnon Howe & Co LLC
N/A—8,543-8,543-100%$2.8M———
Bouchey Financial Group, Ltd.
N/A—8,495-8,495-100%$2.8M———
Transamerica Financial Advisors, LLC
N/A—8,488-8,488-100%$2.8M———
Rodgers Brothers Inc.
N/A—8,478-8,478-100%$2.8M———
Matrix Private Capital Group LLC
N/A—8,470-8,470-100%$2.8M———
Pursue Wealth Partners LLC
N/A—8,462-8,462-100%$2.8M———
South Plains Financial, Inc.
N/A—8,399-8,399-100%$2.7M———
Cypress Capital Management LLC (WY)
N/A—8,379-8,379-100%$2.7M———
Front Row Advisors LLC
N/A—8,362-8,362-100%$3.0M———
LaSalle St. Investment Advisors, LLC
N/A—8,351-8,351-100%$2.7M———
Strait & Sound Wealth Management LLC
N/A—8,348-8,348-100%$2.7M———
Eaton Financial Holdings Company, LLC
N/A—8,323-8,323-100%$2.7M———
Southeast Asset Advisors, LLC
N/A—8,269-8,269-100%$2.7M———
West Family Investments, Inc.
N/A—8,256-8,256-100%$2.7M———
Wrapmanager Inc
N/A—8,244-8,244-100%$2.7M———
Northstar Advisory Group, LLC
N/A—8,236-8,236-100%$2.7M———
BlackDiamond Wealth Management, LLC
N/A—8,225-8,225-100%$3.0M———
Gilbert & Cook, Inc.
N/A—8,168-8,168-100%$2.7M———
Seeds Investor LLC
N/A—8,159-8,159-100%$2.7M———
One Wealth Advisors, LLC
N/A—8,131-8,131-100%$2.7M———
Saiph Capital, LLC
N/A—8,098-8,098-100%$2.7M———
Tudor Financial Inc.
N/A—8,097-8,097-100%$2.7M———
Ruggiero Investments, Inc.
N/A—8,058-8,058-100%$2.6M———
Orion Capital Management LLC
N/A—8,024-8,024-100%$2.6M———
Cercano Management LLC
N/A—8,022-8,022-100%$2.6M———
Aspen Wealth Strategies, LLC
N/A—8,013-8,013-100%$2.6M———
Summit Wealth & Retirement Planning, Inc.
N/A—8,002-8,002-100%$2.6M———
GoodHaven Capital Management, LLC
N/A—8,000-8,000-100%$2.6M———
Patron Partners, LLC
N/A—7,985-7,985-100%$2.6M———
Element Wealth, LLC
N/A—7,946-7,946-100%$2.6M———
First National Bank & Trust Co of Newtown
N/A—7,921-7,921-100%$2.8M———
Kelly Lawrence W & Associates Inc
N/A—7,903-7,903-100%$2.6M———
Northstar Group, Inc.
N/A—7,890-7,890-100%$2.6M———
Annandale Capital, LLC
N/A—7,842-7,842-100%$2.6M———
Security National Bank of SO DAK
N/A—7,839-7,839-100%$2.6M———
Cofg Advisors, LLC
N/A—7,798-7,798-100%$2.6M———
Castle Wealth Management LLC
N/A—7,701-7,701-100%$2.5M———
Mason & Associates Inc
N/A—7,696-7,696-100%$2.5M———
Menard Financial Group LLC
N/A—7,688-7,688-100%$2.5M———
Kirtland Hills Capital Management, LLC
N/A—7,665-7,665-100%$2.5M———
CFO4Life Group, LLC
N/A—7,557-7,557-100%$2.5M———
Integrated Quantitative Investments LLC
N/A—7,529-7,529-100%$2.5M———
Hexagon Capital Partners LLC
N/A—7,528-7,528-100%$2.5M———
WJ Financial Advisors LLC
N/A—7,517-7,517-100%$2.5M———
Weaver C. Barksdale & Associates, Inc.
N/A—7,494-7,494-100%$2.5M———
Moment Partners, LLC
N/A—7,442-7,442-100%$2.4M———
Forty-three Eighteen Advisors, LLC
N/A—7,437-7,437-100%$2.4M———
BlueCrest Capital Management Ltd
N/A—7,434-7,434-100%$2.4M———
Thompson David Blair
N/A—7,402-7,402-100%$2.4M———
Garrison Point Advisors, LLC
N/A—7,371-7,371-100%$2.4M———
GWN Securities Inc.
N/A—7,361-7,361-100%$2.4M———
BHK Investment Advisors, LLC
N/A—7,361-7,361-100%$2.4M———
Fortress Private Ledger, LLC
N/A—7,347-7,347-100%$2.4M———
Vantus Wealth LLC
N/A—7,315-7,315-100%$2.4M———
Cyber Hornet ETFs LLC
N/A—7,303-7,303-100%$2.4M———
Ames National Corp
N/A—7,255-7,255-100%$2.4M———
Phillips Wealth Planners LLC
N/A—7,254-7,254-100%$2.5M———
Cladis Investment Advisory, LLC
N/A—7,203-7,203-100%$2.4M———
Mcguire Capital Advisors Inc
N/A—7,198-7,198-100%$2.4M———
Orographic Financial Advisors, LLC
N/A—7,185-7,185-100%$2.6K———
Caldwell Sutter Capital, Inc.
N/A—7,167-7,167-100%$2.3M———
Corsicana & Co.
N/A—7,096-7,096-100%$2.3M———
Bluebird Wealth Management LLC
N/A—7,066-7,066-100%$2.3M———
Topsail Wealth Management, LLC
N/A—7,065-7,065-100%$2.3M———
Game Creek Capital, LP
N/A—7,025-7,025-100%$2.3M———
Ruffer LLP
N/A—7,000-7,000-100%$2.3M———
Buckland Partners Management Co LLC
N/A—7,000-7,000-100%$2.3M———
Roehl & Yi Investment Advisors, LLC
N/A—6,977-6,977-100%$2.3M———
Potomac Fund Management Inc
N/A—6,946-6,946-100%$2.3M———
Cahill Financial Advisors Inc
N/A—6,916-6,916-100%$2.3M———
EWA, LLC
N/A—6,910-6,910-100%$2.3M———
Christine Messmer PC
N/A—6,897-6,897-100%$2.3M———
Pacific Point Advisors, LLC
N/A—6,874-6,874-100%$2.3M———
Richard W. Paul & Associates, LLC
N/A—6,858-6,858-100%$2.2M———
Talisman Wealth Advisors LLC
N/A—6,836-6,836-100%$2.2M———
Beacon Investment Advisors LLC
N/A—6,833-6,833-100%$2.2M———
Cascades Capital Asset Management, LLC
N/A—6,827-6,827-100%$2.2M———
Winmill & Co. Inc
N/A—6,800-6,800-100%$2.2M———
GTS Securities LLC
N/A—6,769-6,769-100%$2.2M———
Berry Wealth Group, LP
N/A—6,766-6,766-100%$2.2M———
Reyl & Cie S.A.
N/A—6,750-6,750-100%$2.0M———
Gallagher Fiduciary Advisors, LLC
N/A—6,712-6,712-100%$2.2M———
Carr Financial Group Corp
N/A—6,695-6,695-100%$2.2M———
Sunflower Bank, N.A.
N/A—6,671-6,671-100%$2.2M———
Aspen Grove Capital, LLC
N/A—6,670-6,670-100%$2.2M———
Northstar Financial Companies, Inc.
N/A—6,637-6,637-100%$2.2M———
Warner Group LLC
N/A—6,623-6,623-100%$2.2M———
Vega Investment Solutions
N/A—6,597-6,597-100%$2.2M———
Disciplined Investors, L.L.C.
N/A—6,585-6,585-100%$2.2M———
Lombard Odier Asset Management (Europe) Ltd
N/A—6,563-6,563-100%$2.1M———
CoreFirst Bank & Trust
N/A—6,547-6,547-100%$2.1M———
Sun Financial Inc
N/A—6,529-6,529-100%$2.3M———
Calydon Capital
N/A—6,514-6,514-100%$2.1M———
UP Strategic Wealth Investment Advisors LLC
N/A—6,494-6,494-100%$2.3M———
Palogic Value Management, L.P.
N/A—6,474-6,474-100%$2.1M———
Wiser Advisor Group LLC
N/A—6,433-6,433-100%$2.1M———
Granite Harbor Advisors, Inc.
N/A—6,413-6,413-100%$2.1M———
Fiduciary Financial Advisors
N/A—6,411-6,411-100%$2.1M———
LeClair Wealth Partners LLC
N/A—6,379-6,379-100%$2.1M———
Miller Capital Partners, Inc.
N/A—6,375-6,375-100%$2.1M———
KilterHowling LLC
N/A—6,371-6,371-100%$2.1M———
Schonfeld Strategic Advisors LLC
N/A—6,337-6,337-100%$2.1M———
Aventura Private Wealth, LLC
N/A—6,291-6,291-100%$2.1M———
Keynote Financial Services LLC
N/A—6,289-6,289-100%$2.1M———
Longfellow Investment Management Co LLC
N/A—6,281-6,281-100%$2.1M———
Knollwood Investment Advisory, LLC
N/A—6,273-6,273-100%$2.1M———
Rogco, LP
N/A—6,268-6,268-100%$2.1M———
Birchcreek Wealth Management, LLC
N/A—6,262-6,262-100%$2.0M———
Fielder Capital Group LLC
N/A—6,258-6,258-100%$2.0M———
Elevation Advisory Partners LLC
N/A—6,242-6,242-100%$2.1M———
Harris Associates L P
N/A—6,215-6,215-100%$2.0M———
Virtu Financial LLC
N/A—6,202-6,202-100%$2.0M———
Frazier Financial Advisors, LLC
N/A—6,202-6,202-100%$2.0M———
Triton Financial Group Inc
N/A—6,202-6,202-100%$2.0M———
CM Wealth Advisors LLC
N/A—6,163-6,163-100%$2.0M———
Barnes Pettey Financial Advisors, LLC
N/A—6,155-6,155-100%$2.0M———
Bull Harbor Capital LLC
N/A—6,136-6,136-100%$2.0M———
Ark Wealth Advisors LLC
N/A—6,123-6,123-100%$2.0M———
Schrum Private Wealth Management LLC
N/A—6,122-6,122-100%$1.3M———
City National Bank of Florida
N/A—6,085-6,085-100%$2.0M———
New World Advisors LLC
N/A—6,080-6,080-100%$2.0M———
Systematic Financial Management LP
N/A—6,075-6,075-100%$2.0M———
Hamrick Investment Counsel, llc
N/A—6,042-6,042-100%$2.0M———
Bay Rivers Group
N/A—6,041-6,041-100%$2.0M———
Birmingham Capital Management Co Inc
N/A—6,035-6,035-100%$2.0M———
Stoneridge Investment Partners LLC
N/A—6,027-6,027-100%$2.1K———
Intercapital, LLC
N/A—6,000-6,000-100%$2.0M———
Ellevest, Inc.
N/A—5,942-5,942-100%$1.7M———
Madison Wealth Partners, Inc
N/A—5,929-5,929-100%$1.9M———
McDonough Capital Management, Inc
N/A—5,912-5,912-100%$1.9M———
Ridge Creek Global, Inc
N/A—5,890-5,890-100%$1.9M———
Bridgefront Capital, LLC
N/A—5,885-5,885-100%$1.9M———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—5,870-5,870-100%$1.9M———
Portland Investment Counsel Inc.
N/A—5,752-5,752-100%$1.9M———
Evernest Financial Advisors, LLC
N/A—5,706-5,706-100%$1.9M———
Bridgewealth Advisory Group, LLC
N/A—5,703-5,703-100%$1.9M———
Navis Wealth Advisors, LLC
N/A—5,687-5,687-100%$1.9M———
Khazanah Nasional Berhad
N/A—5,659-5,659-100%$1.9M———
Brave Warrior Advisors, LLC
N/A—5,643-5,643-100%$1.8M———
Proffitt & Goodson Inc
N/A—5,642-5,642-100%$1.8M———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—5,594-5,594-100%$1.8M———
Elgethun Capital Management
N/A—5,565-5,565-100%$1.8M———
Portland Global Advisors LLC
N/A—5,521-5,521-100%$1.8M———
Avalon Trust Co
N/A—5,510-5,510-100%$1.8M———
WealthTrust Axiom LLC
N/A—5,508-5,508-100%$1.8M———
BWM Planning, LLC
N/A—5,474-5,474-100%$1.8M———
GatePass Capital, LLC
N/A—5,469-5,469-100%$1.8M———
Garden State Investment Advisory Services LLC
N/A—5,462-5,462-100%$1.8M———
Tailwinds Wealth, LLC
N/A—5,398-5,398-100%$1.8M———
GSA Capital Partners LLP
N/A—5,395-5,395-100%$1.8M———
Sandro Wealth Management LLC
N/A—5,392-5,392-100%$1.8M———
Wellington-Altus USA Inc.
N/A—5,368-5,368-100%$1.6M———
Secured Retirement Advisors, LLC
N/A—5,363-5,363-100%$1.8M———
Clifford Group, LLC
N/A—5,361-5,361-100%$1.8M———
Truvestments Capital LLC
N/A—5,344-5,344-100%$1.7M———
Old North State Trust, LLC
N/A—5,330-5,330-100%$1.7M———
Bamco Inc
N/A—5,300-5,300-100%$1.7M———
Aigen Investment Management, LP
N/A—5,290-5,290-100%$1.7M———
Forum Finance Group S.A.
N/A—5,286-5,286-100%$1.4K———
Round Rock Advisors LLC
N/A—5,271-5,271-100%$1.7M———
Fourth Dimension Wealth, LLC
N/A—5,261-5,261-100%$1.7M———
Private Wealth Advisors, LLC
N/A—5,256-5,256-100%$1.7M———
DV Trading LLC
N/A—5,238-5,238-100%$1.7M———
Dempze Nancy E
N/A—5,228-5,228-100%$1.7M———
Advisory Research Inc
N/A—5,227-5,227-100%$1.7M———
Tranquilli Financial Advisor LLC
N/A—5,150-5,150-100%$1.7M———
Pasadena Private Wealth, LLC
N/A—5,120-5,120-100%$1.7M———
Blalock Williams, LLC
N/A—5,084-5,084-100%$1.7M———
BLI - Banque de Luxembourg Investments
N/A—5,070-5,070-100%$1.7M———
Polar Asset Management Partners Inc.
N/A—5,043-5,043-100%$1.7M———
Holowesko Partners Ltd.
N/A—5,000-5,000-100%$1.6M———
Forefront Analytics, LLC
N/A—4,997-4,997-100%$1.6M———
Liberty Wealth Management LLC
N/A—4,963-4,963-100%$1.5M———
PSI Advisors, LLC
N/A—4,942-4,942-100%$1.6M———
CCG Wealth Management, LLC
N/A—4,928-4,928-100%$1.6M———
Viawealth, LLC
N/A—4,894-4,894-100%$1.6M———
Eldridge Investment Advisors, Inc.
N/A—4,883-4,883-100%$1.6M———
Cardiff Park Advisors, LLC
N/A—4,812-4,812-100%$1.6M———
Taylor Hoffman Capital Management LLC
N/A—4,752-4,752-100%$1.6M———
Mayport, LLC
N/A—4,747-4,747-100%$1.6M———
Great OAK Capital Partners, LLC
N/A—4,738-4,738-100%$1.6M———
Requisite Capital Management, LLC
N/A—4,734-4,734-100%$1.5M———
McLaughlin Asset Management, Inc.
N/A—4,732-4,732-100%$1.5M———
Morse Asset Management, Inc
N/A—4,730-4,730-100%$1.5M———
Maxele Advisors, LLC
N/A—4,683-4,683-100%$1.5M———
Omnia Family Wealth, LLC
N/A—4,683-4,683-100%$1.5M———
TAGStone Capital, Inc.
N/A—4,680-4,680-100%$1.5M———
Red Wave Investments LLC
N/A—4,665-4,665-100%$1.5M———
Star Financial Bank
N/A—4,664-4,664-100%$1.5M———
Sierra Capital LLC
N/A—4,629-4,629-100%$1.5M———
OneAscent Family Office, LLC
N/A—4,629-4,629-100%$1.5M———
FCA Corp
N/A—4,609-4,609-100%$1.5M———
SBI Okasan Asset Management Co.Ltd.
N/A—4,590-4,590-100%$1.5M———
Novak & Powell Financial Services, Inc.
N/A—4,588-4,588-100%$1.5M———
Marshall Financial Group, LLC
N/A—4,585-4,585-100%$1.5M———
Maridea Wealth Management LLC
N/A—4,579-4,579-100%$1.5M———
Sykon Capital LLC
N/A—4,567-4,567-100%$1.5M———
Jackson Thornton Wealth Management, LLC
N/A—4,564-4,564-100%$1.5M———
Campion Asset Management
N/A—4,560-4,560-100%$1.5M———
Brookwood Investment Group LLC
N/A—4,522-4,522-100%$1.5M———
Van Diest Capital, LLC
N/A—4,487-4,487-100%$1.5M———
Prosperity Bancshares Inc
N/A—4,458-4,458-100%$1.5M———
Tevis Investment Management
N/A—4,456-4,456-100%$1.5M———
Severin Investments, LLC
N/A—4,446-4,446-100%$1.5M———
Borer Denton & Associates, Inc.
N/A—4,444-4,444-100%$1.5M———
Aberdeen Wealth Management LLC
N/A—4,439-4,439-100%$1.5M———
WNY Asset Management, LLC
N/A—4,391-4,391-100%$1.4M———
Lumbard & Kellner, LLC
N/A—4,387-4,387-100%$1.4M———
Wayfinding Financial, LLC
N/A—4,295-4,295-100%$1.4M———
Operose Advisors LLC
N/A—4,291-4,291-100%$1.4M———
M3 Advisory Group, LLC
N/A—4,282-4,282-100%$1.4M———
Tripletail Wealth Management, LLC
N/A—4,260-4,260-100%$1.4M———
Innovative Asset Advisors Group, LLC
N/A—4,254-4,254-100%$1.4M———
New Vernon Investment Management LLC
N/A—4,253-4,253-100%$1.4M———
Aspen Capital Management, LLC
N/A—4,243-4,243-100%$1.4M———
Planning Alternatives LTD
N/A—4,236-4,236-100%$1.4M———
Core Wealth Advisors, Inc.
N/A—4,215-4,215-100%$1.4M———
Planning Center, Inc.
N/A—4,214-4,214-100%$1.4M———
Investment Advisory Group, LLC
N/A—4,199-4,199-100%$1.4M———
Per Stirling Capital Management, Llc.
N/A—4,150-4,150-100%$1.4M———
Audent Global Asset Management, LLC
N/A—4,150-4,150-100%$1.4M———
Elm Partners Management LLC
N/A—4,138-4,138-100%$1.4M———
Francis Financial, Inc.
N/A—4,114-4,114-100%$1.3M———
Caldwell Investment Management Ltd.
N/A—4,100-4,100-100%$1.3M———
Parkwoods Wealth Partners, LLC
N/A—4,085-4,085-100%$1.3M———
Retirement Income Solutions, Inc
N/A—4,083-4,083-100%$1.2M———
Sterneck Capital Management, LLC
N/A—4,067-4,067-100%$1.3M———
Drake & Associates, LLC
N/A—4,059-4,059-100%$1.3M———
Indie Asset Partners, LLC
N/A—4,051-4,051-100%$1.3M———
Alan B Lancz & Associates, Inc.
N/A—4,048-4,048-100%$1.3M———
Doheny Asset Management
N/A—4,024-4,024-100%$1.3M———
Horizon Family Wealth, Inc.
N/A—4,024-4,024-100%$1.3M———
Bulltick Wealth Management, LLC
N/A—4,024-4,024-100%$1.3M———
PeakShares LLC
N/A—4,006-4,006-100%$1.3M———
Consilio Wealth Advisors, LLC
N/A—3,994-3,994-100%$1.3M———
Inspire Advisors, LLC
N/A—3,988-3,988-100%$1.3M———
XTX Topco Ltd
N/A—3,985-3,985-100%$1.3M———
Silicon Valley Capital Partners
N/A—3,983-3,983-100%$1.3M———
Centiva Capital, LP
N/A—3,967-3,967-100%$1.3M———
Burnham & Co LLC
N/A—3,955-3,955-100%$1.3M———
Fiduciary Wealth Partners, LLC
N/A—3,941-3,941-100%$1.3M———
Keyvantage Wealth, LLC
N/A—3,939-3,939-100%$1.3M———
Bank of Marin
N/A—3,936-3,936-100%$1.3M———
Riverview Trust Co
N/A—3,936-3,936-100%$1.3M———
EntryPoint Capital, LLC
N/A—3,929-3,929-100%$1.3M———
Cascade Financial Partners, LLC
N/A—3,916-3,916-100%$1.3M———
Prasad Wealth Partners, LLC
N/A—3,910-3,910-100%$1.3M———
Bantamac Capital, LLC
N/A—3,900-3,900-100%$1.3M———
Lifeworks Advisors, LLC
N/A—3,864-3,864-100%$1.3M———
Wimmer Associates 1, LLC
N/A—3,861-3,861-100%$1.3M———
Future Fund LLC
N/A—3,842-3,842-100%$1.3M———
Roberts Glore & Co Inc
N/A—3,814-3,814-100%$1.2M———
Vance Wealth, LLC
N/A—3,799-3,799-100%$1.2M———
Prostatis Group LLC
N/A—3,790-3,790-100%$1.2M———
Stonebridge Financial Group, LLC / MO
N/A—3,785-3,785-100%$1.2M———
KDT Advisors, LLC
N/A—3,747-3,747-100%$1.2M———
von Borstel & Associates, Inc.
N/A—3,732-3,732-100%$1.2M———
Pennington Partners & Co., LLC
N/A—3,724-3,724-100%$1.2M———
Gambit Capital Management, LLC
N/A—3,710-3,710-100%$1.2M———
Knightsbridge Asset Management, LLC
N/A—3,704-3,704-100%$1.2M———
NCP Inc.
N/A—3,700-3,700-100%$1.2M———
Quantum Portfolio Management LLC
N/A—3,684-3,684-100%$1.2M———
Castlekeep Investment Advisors LLC
N/A—3,676-3,676-100%$1.2M———
Advance Capital Management, Inc.
N/A—3,664-3,664-100%$1.2M———
Safeguard Investment Advisory Group, LLC
N/A—3,660-3,660-100%$1.2M———
Bravera Wealth
N/A—3,658-3,658-100%$1.2M———
Opal Capital LLC
N/A—3,654-3,654-100%$1.2M———
Dock Street Asset Management Inc
N/A—3,652-3,652-100%$1.2M———
Napier Financial, LLC
N/A—3,652-3,652-100%$1.2M———
Shepherd Wealth Management Ltd Liability Co
N/A—3,643-3,643-100%$1.3M———
LifePlan Investment Advisors, Inc.
N/A—3,630-3,630-100%$1.2M———
Iron Gate Global Advisors LLC
N/A—3,617-3,617-100%$1.2M———
Aegis Wealth Management LLC
N/A—3,605-3,605-100%$1.2M———
J.E. Simmons & Co., P.C.
N/A—3,594-3,594-100%$1.2M———
Greenline Wealth Management LLC
N/A—3,592-3,592-100%$1.2M———
1776 Wealth LLC
N/A—3,584-3,584-100%$1.2M———
Tilson Financial Group, Inc.
N/A—3,570-3,570-100%$1.2M———
Hamilton Wealth, LLC
N/A—3,551-3,551-100%$1.2M———
Wealth Advisors of Iowa, LLC
N/A—3,550-3,550-100%$1.2M———
Sonoma Private Wealth LLC
N/A—3,533-3,533-100%$1.2M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—3,531-3,531-100%$1.2M———
Fuller & Thaler Asset Management, Inc.
N/A—3,529-3,529-100%$1.2M———
Wallace Capital Management Inc.
N/A—3,515-3,515-100%$1.2M———
Truepoint, Inc.
N/A—3,499-3,499-100%$1.1M———
Wealthedge Investment Advisors, LLC
N/A—3,490-3,490-100%$1.1M———
Richmond Brothers, Inc.
N/A—3,459-3,459-100%$1.1M———
Wealthspire Retirement, LLC
N/A—3,457-3,457-100%$1.1M———
Coastwise Capital Group, LLC
N/A—3,457-3,457-100%$1.1M———
Bellevue Asset Management, LLC
N/A—3,456-3,456-100%$1.1M———
Fi3 Financial Advisors, LLC
N/A—3,451-3,451-100%$505.6K———
Vawter Financial, Ltd.
N/A—3,442-3,442-100%$1.1M———
Ascension Capital Advisors, Inc.
N/A—3,430-3,430-100%$1.1M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—3,423-3,423-100%$1.1M———
Caxton Associates LLP
N/A—3,411-3,411-100%$1.1M———
Beckerman Institutional, LLC
N/A—3,400-3,400-100%$1.1M———
Oxford Wealth Group, LLC
N/A—3,389-3,389-100%$1.1M———
Magnolia Private Wealth, LLC
N/A—3,388-3,388-100%$1.1M———
VestGen Investment Management
N/A—3,388-3,388-100%$1.1M———
Spwm Advisors LLC
N/A—3,381-3,381-100%$1.2M———
Next Capital Management LLC
N/A—3,380-3,380-100%$1.1M———
Diamant Asset Management, Inc.
N/A—3,376-3,376-100%$1.1M———
Strathmore Capital Advisors, Inc.
N/A—3,372-3,372-100%$1.2M———
Keating Financial Advisory Services, Inc.
N/A—3,359-3,359-100%$1.1M———
Wall Street Financial Group, Inc.
N/A—3,358-3,358-100%$1.1M———
Ecofi Investissements SA
N/A—3,350-3,350-100%$1.1M———
FSA Advisors, Inc.
N/A—3,339-3,339-100%$1.1M———
Payne Capital Management, LLC
N/A—3,320-3,320-100%$1.1M———
Cornerstone Select Advisors, LLC
N/A—3,301-3,301-100%$1.1M———
Tacita Capital Inc
N/A—3,265-3,265-100%$1.1M———
East Coast Asset Management, Llc.
N/A—3,253-3,253-100%$1.1M———
Vertex Planning Partners, LLC
N/A—3,247-3,247-100%$1.1M———
Ameriflex Group, Inc.
N/A—3,245-3,245-100%$1.1M———
Nova Wealth Management, Inc.
N/A—3,237-3,237-100%$1.1M———
Flatrock Wealth Partners LLC
N/A—3,229-3,229-100%$1.1M———
Fortis Capital Management LLC
N/A—3,206-3,206-100%$1.0M———
Oberweis Asset Management Inc/
N/A—3,206-3,206-100%$1.0M———
Impact Partnership Wealth, LLC
N/A—3,196-3,196-100%$1.0M———
Legacy Wealth Advisors, LLC
N/A—3,195-3,195-100%$1.0M———
Permanent Capital Management, LP
N/A—3,158-3,158-100%$1.0M———
Ironwood Investment Management LLC
N/A—3,154-3,154-100%$1.0M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—3,149-3,149-100%$1.0M———
Aimz Investment Advisors, LLC
N/A—3,143-3,143-100%$1.0M———
Harvest Investment Services, LLC
N/A—3,134-3,134-100%$1.0M———
Beto Financial Group, LLC
N/A—3,119-3,119-100%$1.1M———
LWM Advisory Services, LLC
N/A—3,119-3,119-100%$1.0M———
Tobias Financial Advisors, Inc.
N/A—3,108-3,108-100%$1.0M———
Core Capital Management & Research, inc.
N/A—3,102-3,102-100%$1.1M———
Riverstone Advisors, LLC
N/A—3,100-3,100-100%$1.0M———
Cohen & Steers, Inc.
N/A—3,100-3,100-100%$1.0M———
Serenus Wealth Advisors, LLC
N/A—3,095-3,095-100%$1.0M———
Byrne Financial Freedom, LLC
N/A—3,080-3,080-100%$1.0M———
Joule Financial, LLC
N/A—3,079-3,079-100%$1.0M———
Measured Wealth Private Client Group, LLC
N/A—3,051-3,051-100%$998.7K———
Wealthgarden F.S. LLC
N/A—3,049-3,049-100%$998.0K———
Cornerstone Financial Management LLC
N/A—3,046-3,046-100%$997.0K———
Laraway Financial Advisors Inc
N/A—3,046-3,046-100%$997.0K———
Acorns Advisers, LLC
N/A—3,042-3,042-100%$996.0K———
Driehaus Capital Management LLC
N/A—3,034-3,034-100%$993.1K———
Genesis Financial Group, LLC
N/A—3,033-3,033-100%$992.9K———
MOR Wealth Management, LLC
N/A—3,031-3,031-100%$992.1K———
Pursuit Wealth Strategies, LLC
N/A—2,984-2,984-100%$976.8K———
Signet Private Wealth LLC
N/A—2,973-2,973-100%$973.3K———
Port Capital LLC
N/A—2,964-2,964-100%$970.2K———
Pine Harbor Wealth Management, LLC
N/A—2,951-2,951-100%$966.0K———
Maripau Wealth Management LLC
N/A—2,930-2,930-100%$961.3K———
Expressive Wealth LLC
N/A—2,927-2,927-100%$958.3K———
CTC Alternative Strategies, Ltd.
N/A—2,920-2,920-100%$955.8K———
Ruggaard & Associates LLC
N/A—2,908-2,908-100%$951.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,902-2,902-100%$950.0K———
Barometer Capital Management Inc.
N/A—2,900-2,900-100%$945.0K———
Capital Investment Management, Inc.
N/A—2,900-2,900-100%$949.1K———
PDT Partners, LLC
N/A—2,900-2,900-100%$949.3K———
Bayesian Capital Management, LP
N/A—2,900-2,900-100%$949.3K———
Fiducient Advisors LLC
N/A—2,896-2,896-100%$947.9K———
Kahn Brothers Group Inc
N/A—2,878-2,878-100%$942.1K———
Skandinaviska Enskilda Banken AB (publ)
N/A—2,877-2,877-100%$940.5K———
Summit Wealth Group, LLC
N/A—2,868-2,868-100%$938.8K———
Caerus Investment Advisors, LLC
N/A—2,865-2,865-100%$937.7K———
Ninepoint Partners LP
N/A—2,861-2,861-100%$936.5K———
Renaissance Group LLC
N/A—2,860-2,860-100%$936.2K———
PCB Capital LLC
N/A—2,856-2,856-100%$935.0K———
AMJ Financial Wealth Management
N/A—2,850-2,850-100%$838.4K———
PIN OAK Investment Advisors Inc
N/A—2,846-2,846-100%$932.0K———
Meridian Wealth Partners, LLC
N/A—2,836-2,836-100%$928.3K———
Tandem Wealth Advisors LLC
N/A—2,826-2,826-100%$925.0K———
KEB Asset Management, LLC
N/A—2,807-2,807-100%$918.8K———
Constant Guidance Financial LLC
N/A—2,802-2,802-100%$917.2K———
iSAM Funds (UK) Ltd
N/A—2,800-2,800-100%$916.5K———
Colter Lewis Investment Partners LLC
N/A—2,798-2,798-100%$915.9K———
Broyhill Asset Management, LLC
N/A—2,794-2,794-100%$914.6K———
Sovereign Investment Advisors, LLC
N/A—2,790-2,790-100%$913.3K———
Goepper Burkhardt LLC
N/A—2,764-2,764-100%$904.9K———
Blackstone Inc.
N/A—2,726-2,726-100%$892.3K———
Riverview Capital Advisers, LLC
N/A—2,725-2,725-100%$891.9K———
SSI Investment Management LLC
N/A—2,717-2,717-100%$889.4K———
Lansing Street Advisors
N/A—2,703-2,703-100%$884.7K———
Prudent Investors Network, Inc.
N/A—2,698-2,698-100%$883.1K———
Forum Private Client Group LLC
N/A—2,693-2,693-100%$881.7K———
Gentry Private Wealth, LLC
N/A—2,693-2,693-100%$881.5K———
Beaird Harris Wealth Management, LLC
N/A—2,687-2,687-100%$879.5K———
Coign Capital Advisors LLC
N/A—2,685-2,685-100%$878.8K———
Allium Financial Advisors, LLC
N/A—2,668-2,668-100%$873.3K———
Twin Peaks Wealth Advisors, LLC
N/A—2,664-2,664-100%$872.2K———
Bravias Capital Group, LLC
N/A—2,664-2,664-100%$872.1K———
Roble, Belko & Company, Inc
N/A—2,662-2,662-100%$871.0K———
Concorde Asset Management, LLC
N/A—2,660-2,660-100%$870.6K———
VSM Wealth Advisory, LLC
N/A—2,658-2,658-100%$870.0K———
HC Advisors, LLC
N/A—2,633-2,633-100%$862.0K———
Financial Advisors Network, Inc.
N/A—2,629-2,629-100%$860.4K———
NerdWallet Wealth Partners, LLC
N/A—2,617-2,617-100%$856.5K———
Dunhill Financial, LLC
N/A—2,617-2,617-100%$856.9K———
Ogorek Anthony Joseph
N/A—2,616-2,616-100%$856.0K———
Boothbay Fund Management, LLC
N/A—2,615-2,615-100%$856.0K———
Flow Traders U.S. LLC
N/A—2,614-2,614-100%$856.0K———
Windsor Advisory Group, LLC
N/A—2,603-2,603-100%$852.0K———
OneAscent Wealth Management LLC
N/A—2,572-2,572-100%$841.9K———
Capital Markets Trading UK LLP
N/A—2,564-2,564-100%$839.0K———
Vision Retirement, LLC
N/A—2,561-2,561-100%$838.2K———
Presidio Capital Management, LLC
N/A—2,561-2,561-100%$838.4K———
Compass Capital Corp
N/A—2,561-2,561-100%$936.1K———
Claret Asset Management Corp
N/A—2,558-2,558-100%$837.0K———
Betterment LLC
N/A—2,550-2,550-100%$835.0K———
ESL Trust Services, LLC
N/A—2,548-2,548-100%$834.0K———
Plum Street Advisors, LLC
N/A—2,531-2,531-100%$828.5K———
Second Half Financial Partners, LLC
N/A—2,530-2,530-100%$828.1K———
America First Investment Advisors, LLC
N/A—2,529-2,529-100%$827.8K———
Brand Asset Management Group, Inc.
N/A—2,526-2,526-100%$826.7K———
1015 Capital Partners, LLC
N/A—2,524-2,524-100%$826.2K———
Harvest Fund Management Co., Ltd
N/A—2,517-2,517-100%$824.0K———
Bramshill Investments, LLC
N/A—2,500-2,500-100%$818.3K———
Cbiz Investment Advisory Services, LLC
N/A—2,500-2,500-100%$735.4K———
Arkos Global Advisors
N/A—2,498-2,498-100%$818.0K———
Strategic Investment Solutions, Inc.
N/A—2,497-2,497-100%$817.3K———
Hurricane Capital Advisors LLC
N/A—2,490-2,490-100%$815.1K———
Kerr Financial Planning Corp
N/A—2,476-2,476-100%$810.2K———
Troutman Wealth Management, LLC
N/A—2,470-2,470-100%$808.7K———
S&T Bank
N/A—2,467-2,467-100%$807.5K———
Entelevest, LLC
N/A—2,458-2,458-100%$804.6K———
New Insight Wealth Advisors
N/A—2,437-2,437-100%$797.7K———
Horizon Bancorp Inc
N/A—2,434-2,434-100%$797.0K———
Rockbridge Asset Management LLC
N/A—2,424-2,424-100%$793.4K———
Broderick Brian C
N/A—2,410-2,410-100%$788.9K———
Charter Research & Investment Group, Inc.
N/A—2,406-2,406-100%$787.7K———
Wealth Watch Advisors, Inc
N/A—2,388-2,388-100%$781.7K———
Retirement Planning Group, LLC / NY
N/A—2,385-2,385-100%$780.8K———
Legend Capital Advisors LLC
N/A—2,374-2,374-100%$777.1K———
Waterford Advisors, LLC
N/A—2,367-2,367-100%$774.8K———
Sharp Wealth Advisory, LLC
N/A—2,362-2,362-100%$773.0K———
Piedmont Capital Management, LLC
N/A—2,357-2,357-100%$786.6K———
Jump Financial, LLC
N/A—2,355-2,355-100%$770.9K———
Teucrium Investment Advisors, LLC
N/A—2,343-2,343-100%$766.9K———
Rexford Capital Inc
N/A—2,339-2,339-100%$765.6K———
Silver Coast Investments LLC
N/A—2,335-2,335-100%$764.3K———
Swan Global Investments, LLC
N/A—2,304-2,304-100%$754.2K———
American Investment Services, Inc.
N/A—2,302-2,302-100%$753.5K———
RIK Saylor Financial, Inc.
N/A—2,288-2,288-100%$749.0K———
IFS Group,LLC
N/A—2,287-2,287-100%$748.6K———
Foresight Global Investors, Inc.
N/A—2,278-2,278-100%$745.7K———
Leigh Baldwin & Co., LLC
N/A—2,274-2,274-100%$744.4K———
Ehrenkranz Partners L.P.
N/A—2,268-2,268-100%$742.4K———
Sachetta, LLC
N/A—2,252-2,252-100%$737.1K———
Beacon Bridge Wealth Partners, LLC
N/A—2,243-2,243-100%$734.2K———
M1 Capital Management LLC
N/A—2,242-2,242-100%$734.0K———
Safe Harbor Fiduciary, LLC
N/A—2,242-2,242-100%$733.9K———
Pitti Group Wealth Management, LLC
N/A—2,240-2,240-100%$733.2K———
OneAscent Investment Solutions LLC
N/A—2,231-2,231-100%$730.3K———
Oxbow Advisors, LLC
N/A—2,226-2,226-100%$728.7K———
Copley Financial Group, Inc.
N/A—2,218-2,218-100%$726.0K———
Synergy Investment Management, LLC
N/A—2,217-2,217-100%$747.9K———
Compton Financial Group, LLC
N/A—2,214-2,214-100%$724.8K———
Clarion Wealth Managment Partners, LLC
N/A—2,209-2,209-100%$722.9K———
AXA S.A.
N/A—2,204-2,204-100%$630.8K———
McNamara Financial Services, Inc.
N/A—2,192-2,192-100%$717.5K———
Allied Private Wealth LLC
N/A—2,188-2,188-100%$723.7K———
Saranac Partners Ltd
N/A—2,171-2,171-100%$710.6K———
49 Wealth Management, LLC
N/A—2,135-2,135-100%$699.0K———
Alongside, LLC
N/A—2,135-2,135-100%$699.0K———
Anchor Bay Capital, Inc.
N/A—2,132-2,132-100%$767.2K———
Boreal Capital Management LLC
N/A—2,131-2,131-100%$697.5K———
Basepoint Wealth LLC
N/A—2,113-2,113-100%$691.8K———
Bruce G. Allen Investments, LLC
N/A—2,078-2,078-100%$680.2K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—2,062-2,062-100%$675.0K———
Jacobson & Schmitt Advisors, LLC
N/A—2,060-2,060-100%$674.3K———
Intrepid Capital Management Inc
N/A—2,053-2,053-100%$672.0K———
Brightwater Advisory LLC
N/A—2,042-2,042-100%$668.4K———
Rather & Kittrell, Inc.
N/A—2,039-2,039-100%$667.6K———
CacheTech Inc.
N/A—2,025-2,025-100%$662.7K———
Cura Wealth Advisors, LLC
N/A—2,021-2,021-100%$661.5K———
Widmann Financial Services, Inc.
N/A—2,015-2,015-100%$659.4K———
Westshore Wealth, LLC
N/A—2,011-2,011-100%$658.3K———
Wick Capital Partners, LLC
N/A—2,006-2,006-100%$656.5K———
All Terrain Financial Advisors, LLC
N/A—2,003-2,003-100%$655.7K———
Birnam Oak Advisors, LP
N/A—2,000-2,000-100%$654.7K———
Rice Hall James & Associates, LLC
N/A—1,970-1,970-100%$644.8K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,950-1,950-100%$638.0K———
Thornburg Investment Management Inc
N/A—1,949-1,949-100%$638.0K———
Intrinsic Value Partners, LLC
N/A—1,932-1,932-100%$632.5K———
Panoramic Capital Partners, LLC
N/A—1,904-1,904-100%$623.2K———
Horizon Investment Services, LLC
N/A—1,901-1,901-100%$622.3K———
Denver Wealth Management, Inc.
N/A—1,895-1,895-100%$620.3K———
Wealthspan Partners, LLC
N/A—1,895-1,895-100%$620.4K———
E Fund Management (Hong Kong) Co., Ltd.
N/A—1,884-1,884-100%$616.7K———
Broadwater Capital Management LLC
N/A—1,881-1,881-100%$615.7K———
Golden Road Advisors LLC
N/A—1,880-1,880-100%$615.4K———
Sanchez Levi Garrett
N/A—1,873-1,873-100%$613.1K———
Oxinas Partners, LLC
N/A—1,866-1,866-100%$610.9K———
Anderson Financial Strategies, LLC
N/A—1,862-1,862-100%$665.2K———
Wilson & Boucher Capital Management, LLC
N/A—1,859-1,859-100%$608.4K———
American Financial Advisors, LLC
N/A—1,844-1,844-100%$603.5K———
Schiavi & Co LLC
N/A—1,841-1,841-100%$602.7K———
Geometric Wealth Advisors
N/A—1,839-1,839-100%$602.0K———
Reliant Investment Partners, LLC
N/A—1,836-1,836-100%$601.0K———
Duncan Williams Asset Management, LLC
N/A—1,835-1,835-100%$600.7K———
Kinloch Capital, LLC
N/A—1,829-1,829-100%$598.7K———
Muirfield Wealth Advisors LLC
N/A—1,819-1,819-100%$595.4K———
Tower Wealth Partners, Inc.
N/A—1,818-1,818-100%$595.1K———
Asset Management Group, Inc.
N/A—1,817-1,817-100%$594.7K———
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
N/A—1,811-1,811-100%$592.8K———
Eaton-Cambridge Inc.
N/A—1,810-1,810-100%$592.5K———
C M Bidwell & Associates LTD
N/A—1,804-1,804-100%$590.5K———
Jupiter Wealth Management LLC
N/A—1,804-1,804-100%$590.5K———
Consultiva Wealth Management, Corp.
N/A—1,803-1,803-100%$590.2K———
Toews Corp
N/A—1,799-1,799-100%$588.9K———
Corient IA LP
N/A—1,780-1,780-100%$582.6K———
Tanglewood Legacy Advisors, LLC
N/A—1,766-1,766-100%$578.1K———
Stillwater Private Wealth, LLC
N/A—1,754-1,754-100%$640———
Sonoma Allocations LLC
N/A—1,753-1,753-100%$588.1K———
Quantessence Capital LLC
N/A—1,746-1,746-100%$571.5K———
Sequent Asset Management, LLC
N/A—1,733-1,733-100%$567.1K———
Somerville Kurt F
N/A—1,731-1,731-100%$566.6K———
Everest Private Wealth
N/A—1,730-1,730-100%$566.3K———
Rockbridge Investment Management, LCC
N/A—1,723-1,723-100%$564.0K———
Battery Global Advisors, LLC
N/A—1,719-1,719-100%$562.6K———
Wallace Advisory Group, LLC
N/A—1,716-1,716-100%$561.7K———
Houlihan Financial Resource Group, Ltd.
N/A—1,715-1,715-100%$561.4K———
Petix & Botte Co
N/A—1,696-1,696-100%$555.2K———
Lavaca Capital LLC
N/A—1,696-1,696-100%$555.2K———
BlueStem Wealth Partners, LLC
N/A—1,680-1,680-100%$549.9K———
Saturna Capital Corp
N/A—1,673-1,673-100%$547.6K———
Caitlin John, LLC
N/A—1,664-1,664-100%$544.5K———
Plotkin Financial Advisors, LLC
N/A—1,658-1,658-100%$542.7K———
Prepared Retirement Institute LLC
N/A—1,655-1,655-100%$541.7K———
CapitalatWork S.A.
N/A—1,655-1,655-100%$542.0K———
Trevian Wealth Management LLC
N/A—1,653-1,653-100%$541.0K———
Prospect Financial Services LLC
N/A—1,652-1,652-100%$540.7K———
Steadtrust LLC
N/A—1,647-1,647-100%$539.2K———
Twin Focus Capital Partners, LLC
N/A—1,638-1,638-100%$536.2K———
Emissary Wealth LLC
N/A—1,633-1,633-100%$534.5K———
Oxford Asset Management LLP
N/A—1,623-1,623-100%$531.3K———
George Kaiser Family Foundation
N/A—1,620-1,620-100%$530.3K———
Tribridge Partners Financial LLC
N/A—1,618-1,618-100%$576.3K———
Stonebridge Capital Management Inc
N/A—1,600-1,600-100%$523.7K———
Independent Family Office, LLC
N/A—1,600-1,600-100%$523.7K———
Orcam Financial Group
N/A—1,573-1,573-100%$515.0K———
HTG Investment Advisors, Inc.
N/A—1,570-1,570-100%$513.9K———
Cauble & Harre Wealth Management, Inc.
N/A—1,562-1,562-100%$511.2K———
Presper Financial Architects, LLC
N/A—1,551-1,551-100%$507.7K———
AXQ Capital, LP
N/A—1,548-1,548-100%$506.7K———
Mars Jewett Financial Group, Inc.
N/A—1,547-1,547-100%$506.3K———
Trailhead Planners LLC
N/A—1,543-1,543-100%$505.1K———
Hilltop Wealth Advisors, LLC
N/A—1,533-1,533-100%$501.8K———
Legacy Wealth Managment, LLC
N/A—1,531-1,531-100%$501.1K———
Swisher Financial Concepts, Inc.
N/A—1,515-1,515-100%$495.9K———
Capital Counsel LLC
N/A—1,511-1,511-100%$494.6K———
Stembrook Asset Management, LLC
N/A—1,500-1,500-100%$491.0K———
Highlander Partners, L.P.
N/A—1,500-1,500-100%$491.0K———
Vantage Point Financial LLC
N/A—1,496-1,496-100%$489.6K———
Chase Investment Counsel Corp
N/A—1,495-1,495-100%$489.0K———
Clarendon Private LLC
N/A—1,495-1,495-100%$489.4K———
Harbour Investment Management LLC
N/A—1,495-1,495-100%$489.4K———
Ruedi Wealth Management, Inc.
N/A—1,492-1,492-100%$488.5K———
Spectrum Investment Advisors, Inc.
N/A—1,489-1,489-100%$487.3K———
Paul R. Ried Financial Group, LLC
N/A—1,472-1,472-100%$481.8K———
Axis Wealth Partners, LLC
N/A—1,468-1,468-100%$480.6K———
Northstar Asset Management Inc
N/A—1,467-1,467-100%$480.2K———
Everstar Asset Management, LLC
N/A—1,465-1,465-100%$479.5K———
Synergy Financial Group, LTD
N/A—1,457-1,457-100%$476.9K———
Hobbs Group Advisors, LLC
N/A—1,452-1,452-100%$475.2K———
Disciplined Investments, LLC
N/A—1,448-1,448-100%$474.0K———
Harbour Wealth Management Group, Inc.
N/A—1,446-1,446-100%$473.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,446-1,446-100%$473.4K———
OakTrust Wealth Advisors, LLC
N/A—1,446-1,446-100%$473.2K———
Ewing Morris & Co. Investment Partners Ltd.
N/A—1,435-1,435-100%$469.7K———
Chokshi & Queen Wealth Advisors, Inc
N/A—1,414-1,414-100%$462.9K———
Cloud Capital Management, LLC
N/A—1,400-1,400-100%$458.0K———
Chelsea Counsel Co
N/A—1,392-1,392-100%$455.6K———
Nalls Sherbakoff Group, LLC
N/A—1,383-1,383-100%$452.7K———
Integrity Wealth Solutions LLC
N/A—1,382-1,382-100%$452.3K———
Outlook Capital Management, LLC
N/A—1,358-1,358-100%$444.5K———
Delos Wealth Advisors, LLC
N/A—1,352-1,352-100%$442.6K———
Capula Management Ltd
N/A—1,351-1,351-100%$442.2K———
Pura Vida Investments, LLC
N/A—1,350-1,350-100%$441.9K———
JMN Financial LLC
N/A—1,350-1,350-100%$441.9K———
Brogan Financial, Inc.
N/A—1,350-1,350-100%$442.0K———
J Hagan Capital, Inc.
N/A—1,346-1,346-100%$440.6K———
Paragon Financial Partners, Inc.
N/A—1,346-1,346-100%$473.4K———
Harborfront Financial Group LLC
N/A—1,333-1,333-100%$436.3K———
Tumwater Wealth Management, LLC
N/A—1,327-1,327-100%$434.4K———
Graham Capital Management, L.P.
N/A—1,324-1,324-100%$433.4K———
Graney & King, LLC
N/A—1,320-1,320-100%$432.1K———
Pring Turner Capital Group Inc
N/A—1,305-1,305-100%$465.0K———
LEE Johnson Capital Management, LLC
N/A—1,304-1,304-100%$426.8K———
WPWealth LLP
N/A—1,303-1,303-100%$426.5K———
Park Circle Co
N/A—1,300-1,300-100%$425.5K———
AlphaGrep UK Ltd
N/A—1,291-1,291-100%$422.6K———
Rock Point Advisors, LLC
N/A—1,290-1,290-100%$422.3K———
Axiom Financial Strategies, LLC
N/A—1,288-1,288-100%$421.6K———
Heartland Advisors Inc
N/A—1,285-1,285-100%$420.6K———
Rialto Wealth Management, LLC
N/A—1,282-1,282-100%$419.7K———
Longview Financial Advisors LLC
N/A—1,280-1,280-100%$418.9K———
Godfrey Financial Associates, Inc.
N/A—1,266-1,266-100%$414.5K———
Numerai GP LLC
N/A—1,264-1,264-100%$413.7K———
Arcus Capital Partners, LLC
N/A—1,261-1,261-100%$412.8K———
Balanced Rock Investment Advisors LLC
N/A—1,259-1,259-100%$411.9K———
Aurdan Capital Management, LLC
N/A—1,258-1,258-100%$411.8K———
Alaska Wealth Advisors, LLC
N/A—1,239-1,239-100%$405.5K———
Raffa Wealth Management, LLC
N/A—1,236-1,236-100%$404.7K———
Precision Wealth Strategies, LLC
N/A—1,225-1,225-100%$401.0K———
Northwest Quadrant Wealth Management, LLC
N/A—1,223-1,223-100%$400.2K———
Perissos Private Wealth Management, LLC
N/A—1,220-1,220-100%$399.3K———
Millington Financial Advisors, LLC
N/A—1,213-1,213-100%$413.9K———
V. M. Manning & Co., Inc.
N/A—1,210-1,210-100%$395.9K———
Cannon Wealth Management Services, LLC
N/A—1,210-1,210-100%$395.9K———
Pinney & Scofield, Inc.
N/A—1,208-1,208-100%$395.4K———
Arrowroot Family Office, LLC
N/A—1,207-1,207-100%$395.0K———
Resolute Capital, LLC
N/A—1,202-1,202-100%$393.5K———
Sankala Group LLC
N/A—1,202-1,202-100%$435.6K———
Cutler Capital Management, LLC
N/A—1,198-1,198-100%$392.1K———
Front Street Capital Management, Inc.
N/A—1,196-1,196-100%$397.1K———
Hanover Advisors Inc
N/A—1,195-1,195-100%$391.2K———
Satovsky Asset Management LLC
N/A—1,190-1,190-100%$389.4K———
RD Lewis Holdings, Inc.
N/A—1,188-1,188-100%$426.6K———
WealthCollab, LLC
N/A—1,184-1,184-100%$387.6K———
Camarda Financial Advisors, LLC
N/A—1,179-1,179-100%$385.9K———
Balanced Wealth Group LLC
N/A—1,165-1,165-100%$381.4K———
MTM Financial Group, LLC
N/A—1,157-1,157-100%$378.7K———
Liberty Square Wealth Partners LLC
N/A—1,137-1,137-100%$372.3K———
Landing Point Financial Group, LLC
N/A—1,125-1,125-100%$368.3K———
Imprint Wealth LLC
N/A—1,122-1,122-100%$367.3K———
Laidlaw Wealth Management LLC
N/A—1,115-1,115-100%$365.0K———
Atlantic Private Wealth, LLC
N/A—1,114-1,114-100%$364.8K———
Corus Family Wealth Advisors
N/A—1,114-1,114-100%$364.6K———
Eagle Capital Management LLC
N/A—1,109-1,109-100%$363.0K———
Steelhead Wealth Management LLC
N/A—1,104-1,104-100%$361.0K———
URS Advisory LLC
N/A—1,096-1,096-100%$358.8K———
Johnson Wealth Management, LLC
N/A—1,093-1,093-100%$357.8K———
Panoramic Investment Advisors, LLC
N/A—1,089-1,089-100%$356.3K———
Havemeyer Place LP
N/A—1,088-1,088-100%$356.1K———
Premier Financial Group
N/A—1,086-1,086-100%$355.4K———
Prelude Capital Management, LLC
N/A—1,083-1,083-100%$354.5K———
Claris Advisors, LLC / MO /
N/A—1,083-1,083-100%$354.4K———
Prossimo Advisors, LLC
N/A—1,077-1,077-100%$352.5K———
Veridan Wealth LLC
N/A—1,072-1,072-100%$350.9K———
Templeton & Phillips Capital Management, LLC
N/A—1,065-1,065-100%$348.6K———
Custos Family Office, LLC
N/A—1,063-1,063-100%$348.0K———
Parsonex Advisory Services, Inc.
N/A—1,061-1,061-100%$346.7K———
Aspiring Ventures, LLC
N/A—1,057-1,057-100%$346.1K———
Comprehensive Financial Management LLC
N/A—1,053-1,053-100%$344.7K———
Highland Investment Advisors LLC
N/A—1,051-1,051-100%$344.1K———
Dash Acquisitions Inc.
N/A—1,050-1,050-100%$383.4K———
McGowan Group Asset Management, Inc.
N/A—1,042-1,042-100%$341.0K———
Sciencast Management LP
N/A—1,025-1,025-100%$335.5K———
Paragon Capital Management LLC
N/A—1,022-1,022-100%$334.5K———
Advocacy Wealth Management, LLC
N/A—1,021-1,021-100%$334.2K———
Auxier Asset Management LLC
N/A—1,003-1,003-100%$328.3K———
Clarkston Capital Partners, LLC
N/A—1,000-1,000-100%$327.3K———
Forefront Wealth Partners, LLC
N/A—997-997-100%$326.3K———
Blueshift Asset Management, LLC
N/A—993-993-100%$325.0K———
WFA of San Diego, LLC
N/A—983-983-100%$356.9K———
Daner Wealth Management, LLC
N/A—981-981-100%$356.2K———
Ankerstar Wealth, LLC
N/A—980-980-100%$320.8K———
FFT Wealth Management LLC
N/A—979-979-100%$320.5K———
Continental Investors Services, Inc.
N/A—973-973-100%$346.9K———
Midwestern Financial, LLC
N/A—960-960-100%$314.1K———
Zevin Asset Management LLC
N/A—958-958-100%$313.6K———
WorthPointe, LLC
N/A—956-956-100%$312.9K———
Quattro Advisors LLC
N/A—948-948-100%$310.3K———
WealthTrak Capital Management LLC
N/A—946-946-100%$309.7K———
Theory Financial LLC
N/A—939-939-100%$307.4K———
Inceptionr LLC
N/A—935-935-100%$306.1K———
Avant Capital LLC
N/A—923-923-100%$302.2K———
Hoya Capital Real Estate, LLC
N/A—910-910-100%$297.9K———
Unconventional Investor, LLC
N/A—910-910-100%$297.9K———
Sequent Planning LLC
N/A—904-904-100%$296.1K———
Campbell Deegan Wealth Management, LLC
N/A—897-897-100%$293.6K———
Kemnay Advisory Services Inc.
N/A—897-897-100%$293.6K———
Horizon Kinetics Asset Management LLC
N/A—896-896-100%$293.3K———
Adams Wealth Management
N/A—890-890-100%$291.2K———
Kropog Financial Group, LLC
N/A—885-885-100%$289.7K———
Signal Tree Financial Partners LLC
N/A—882-882-100%$288.7K———
Kennedy Capital Management LLC
N/A—878-878-100%$287.4K———
IQ EQ Fund Management (Singapore) Private Ltd
N/A—874-874-100%$286.1K———
Generation Capital Management LLC
N/A—871-871-100%$285.1K———
Exit Wealth Advisors, Llc.
N/A—867-867-100%$283.7K———
Vigil Wealth Management, LLC
N/A—866-866-100%$283.5K———
Lummis Asset Management, LP
N/A—865-865-100%$283.1K———
1 North Wealth Services LLC
N/A—864-864-100%$282.8K———
Gross & Hartman Investments LLC
N/A—860-860-100%$281.3K———
Koss-Olinger Consulting, LLC
N/A—860-860-100%$281.5K———
Financial Life Planners
N/A—859-859-100%$281.1K———
Boulder Wealth Advisors, LLC
N/A—854-854-100%$279.4K———
Beta Wealth Group, Inc.
N/A—852-852-100%$278.9K———
Brio Consultants, LLC
N/A—849-849-100%$278.0K———
Fortis Advisors, LLC
N/A—849-849-100%$277.9K———
Adapt Wealth Advisors, LLC
N/A—847-847-100%$277.2K———
Petra Financial Advisors Inc
N/A—842-842-100%$275.6K———
Old Mission Capital LLC
N/A—837-837-100%$273.8K———
Olde Wealth Management, LLC
N/A—836-836-100%$273.0K———
Chatterton & Associates Inc.
N/A—832-832-100%$279.1K———
Timber Creek Capital Management LLC
N/A—825-825-100%$270.0K———
PMG Wealth Management, Inc.
N/A—825-825-100%$270.0K———
Fund Advisors of America Inc
N/A—823-823-100%$269.4K———
Caden Capital Partners, LP
N/A—822-822-100%$269.1K———
Carroll Investors, Inc
N/A—817-817-100%$267.4K———
Argo Wealth Advisory, LLC
N/A—814-814-100%$266.3K———
Odyssey Group, LLC
N/A—813-813-100%$266.1K———
Comprehensive Money Management Services LLC
N/A—809-809-100%$264.8K———
Pack Private Wealth, LLC
N/A—803-803-100%$262.8K———
Note Advisors, LLC
N/A—803-803-100%$262.8K———
V2 Financial group LLC
N/A—802-802-100%$262.6K———
Fox Hill Wealth Management
N/A—796-796-100%$260.5K———
DiPaolo Financial Group, Inc.
N/A—795-795-100%$260.4K———
Legend Financial Advisors, Inc.
N/A—794-794-100%$259.9K———
Financial Avengers, Inc.
N/A—791-791-100%$259.1K———
HFG Advisors, Inc.
N/A—783-783-100%$256.3K———
Chico Wealth RIA
N/A—779-779-100%$255.0K———
Painted Porch Advisors LLC
N/A—774-774-100%$253.4K———
Elefante Mark B
N/A—772-772-100%$252.7K———
Tidemark, LLC
N/A—768-768-100%$251.5K———
Macro Advisors, Inc.
N/A—766-766-100%$250.7K———
Northeast Planning Associates, Inc. / NH /
N/A—764-764-100%$250.1K———
Banco BTG Pactual S.A.
N/A—762-762-100%$249.4K———
Qsemble Capital Management, LP
N/A—759-759-100%$248.4K———
Proactive Wealth Strategies LLC
N/A—752-752-100%$246.1K———
Clark Estates Inc
N/A—750-750-100%$245.5K———
Gator Capital Management, LLC
N/A—740-740-100%$242.2K———
MA Private Wealth
N/A—737-737-100%$241.2K———
Chaney Capital Management, Inc.
N/A—733-733-100%$239.9K———
PAX Financial Group, LLC
N/A—728-728-100%$238.3K———
Professional Financial Solutions LLC
N/A—726-726-100%$237.6K———
Seven Springs Wealth Group, LLC
N/A—714-714-100%$233.7K———
J. M. Brown & Associates Inc.
N/A—714-714-100%$233.7K———
Planning Directions Inc
N/A—712-712-100%$233.0K———
Legacy Financial Group LLC
N/A—704-704-100%$230.6K———
Puzo Michael J
N/A—700-700-100%$229.1K———
Strategic Financial Partners, Ltd.
N/A—693-693-100%$227.1K———
Cedar Wealth Management, LLC
N/A—692-692-100%$226.6K———
Goodman Financial Corp
N/A—692-692-100%$226.6K———
Brandywine Trust Co
N/A—675-675-100%$220.9K———
First Wilshire Securities Management Inc
N/A—674-674-100%$220.6K———
JMG Financial Group, Ltd.
N/A—674-674-100%$220.7K———
Top Private Wealth Llc.
N/A—669-669-100%$219.0K———
Elequin Capital, LP
N/A—662-662-100%$216.7K———
Somerset Group LLC
N/A—661-661-100%$222.4K———
Capasso Planning Partners LLC
N/A—660-660-100%$216.0K———
Crestmont Private Wealth LLC
N/A—658-658-100%$215.4K———
Regatta Research & Money Management
N/A—653-653-100%$213.3K———
Atom Investors LP
N/A—652-652-100%$213.4K———
Oak Wealth Advisors LLC
N/A—651-651-100%$213.1K———
Stelac Advisory Services LLC
N/A—644-644-100%$210.8K———
Welch Capital Partners LLC
N/A—642-642-100%$210.0K———
Vistica Wealth Advisors, LLC
N/A—641-641-100%$209.8K———
TD Capital Management LLC
N/A—633-633-100%$207.1K———
Runnymede Capital Advisors, Inc.
N/A—629-629-100%$205.9K———
Hyperion Capital Advisors LP
N/A—624-624-100%$204.3K———
Index Technologies Group LLC
N/A—621-621-100%$203.3K———
Tencap Wealth Coaching, LLC
N/A—621-621-100%$203.3K———
PCG Wealth Advisors, LLC
N/A—621-621-100%$203.3K———
Genesis Wealth Advisors, LLC
N/A—617-617-100%$202.0K———
Westend Capital Management, LLC
N/A—607-607-100%$198.7K———
Standard Family Office LLC
N/A—576-576-100%$188.5K———
Copia Wealth Management
N/A—570-570-100%$186.6K———
One Wealth Map LLC
N/A—517-517-100%$178.1K———
Meeder Asset Management Inc
N/A—504-504-100%$165.0K———
Keewaydin Investments LLC
N/A—462-462-100%$151.2K———
Mittelman Wealth Management
N/A—435-435-100%$243.2K———
Financial Gravity Companies, Inc.
N/A—433-433-100%$141.7K———
Osbon Capital Management LLC
N/A—409-409-100%$134.2K———
Kilter Group LLC
N/A—400-400-100%$131.1K———
Abound Financial, LLC
N/A—395-395-100%$129.5K———
Pingora Partners LLC
N/A—375-375-100%$122.7K———
Oakmont Advisory Group, LLC
N/A—327-327-100%$107.2K———
Seneschal Advisors, LLC
N/A—281-281-100%$91.9K———
Navera Investment Management Ltd.
N/A—280-280-100%$91.7K———
Neo Ivy Capital Management
N/A—271-271-100%$88.7K———
Mpwm Advisory Solutions, LLC
N/A—260-260-100%$85.0K———
Penserra Capital Management LLC
N/A—256-256-100%$83.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—245-245-100%$80.2K———
Medallion Wealth Advisors, LLC
N/A—237-237-100%$77.6K———
HFM Investment Advisors, LLC
N/A—232-232-100%$75.9K———
Investment Counsel Co of Nevada
N/A—211-211-100%$69.2K———
Turim 21 Investimentos Ltda.
N/A—210-210-100%$68.7K———
Clal Insurance Enterprises Holdings Ltd
N/A—178-178-100%$58.0K———
XY Capital Ltd
N/A—166-166-100%$54.3K———
NI Acquisitions Company, LLC
N/A—156-156-100%$119.1K———
Investors Portfolio Services LLC
N/A—155-155-100%$50.6K———
Timbuktu Capital Management, LLC
N/A—153-153-100%$50.1K———
WHI Trust Co LLC
N/A—139-139-100%$45.5K———
Swan Capital LLC
N/A—112-112-100%$36.6K———
Atomic Invest LLC
N/A—110-110-100%$36.3K———
TCM Advisors, LLC
N/A—100-100-100%$828.5K———
Quarry LP
N/A—85-85-100%$27.8K———
Three Bearings Fiduciary Advisors, Inc.
N/A—70-70-100%$22.9K———
Timmons Wealth Management, LLC
N/A—67-67-100%$21.9K———
LGT Financial Advisors LLC
N/A—46-46-100%$14.9K———
Bard Associates Inc
N/A—40-40-100%$13.1K———
Luminist Capital LLC
N/A—38-38-100%$12.4K———
JDM Financial Group LLC
N/A—36-36-100%$11.8K———
Benson Wealth Management Inc
N/A—33-33-100%$10.8K———
HighMark Wealth Management LLC
N/A—30-30-100%$9.8K———
Delta Accumulation, LLC
N/A—26-26-100%$8.5K———
Minot DeBlois Advisors LLC
N/A—25-25-100%$8.2K———
Vanguard Advisers Inc
N/A—9-9-100%$2.9K———
Ross\johnson & Associates LLC
N/A—4-4-100%$1.3K———
Palladiem, LLC
N/A—4-4-100%$1.3K———
Cordant, Inc.
N/A—4-4-100%$1.2K———
Showing 5271 of 5271 institutions